| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 16.924.817.539 $ | +626.060.965 $ | +50,7 % | 117.337.293.239 $ | +24.167.559.947 $ | +113,6 % | 92.921.299.795 $ | -6.347.559.154 $ | +43,3 % | 99.468.296.367 $ | -3.575.155.784 $ | +78,3 % |
| BANK OF AMERICA CORP /DE/ | 21.824.463.032 $ | +3.770.081.635 $ | +20,9 % | 18.054.381.397 $ | -826.992.246 $ | -4,4 % | 18.881.373.643 $ | +196.050.834 $ | +1,0 % | |||
| ASSETMARK, INC | 6.836.309.227 $ | +266.864.510 $ | +4,1 % | 6.569.444.717 $ | +994.285.273 $ | +17,8 % | 5.575.159.444 $ | -304.107.061 $ | -5,2 % | 5.879.266.505 $ | +267.386.707 $ | +4,8 % |
| JPMORGAN CHASE & CO | 6.236.296.918 $ | +1.269.444.476 $ | +25,6 % | 4.966.852.442 $ | -619.165.175 $ | -11,1 % | 5.586.017.617 $ | -5.121.979.523 $ | -47,8 % | |||
| MORGAN STANLEY | 6.076.852.378 $ | +996.343.635 $ | +19,6 % | 5.080.508.743 $ | -266.455.939 $ | -5,0 % | 5.346.964.682 $ | +281.713.595 $ | +5,6 % | |||
| PeakShares LLC | 5.487.880.000 $ | +5.482.841.066 $ | +108.809,5 % | 5.038.934 $ | -614.416 $ | -10,9 % | 5.653.350 $ | |||||
| UBS Group AG | 3.464.999.033 $ | +547.123.108 $ | +18,8 % | 2.917.875.925 $ | -160.560.963 $ | -5,2 % | 3.078.436.888 $ | -31.075.846 $ | -1,0 % | |||
| LPL Financial LLC | 3.105.792.525 $ | +544.102.416 $ | +21,2 % | 2.561.690.109 $ | -159.727.662 $ | -5,9 % | 2.721.417.771 $ | +117.959.498 $ | +4,5 % | |||
| WELLS FARGO & COMPANY/MN | 3.042.859.844 $ | +423.110.265 $ | +16,2 % | 2.619.749.579 $ | -110.619.022 $ | -4,1 % | 2.730.368.601 $ | +85.160.131 $ | +3,2 % | |||
| PGIM Custom Harvest LLC | 2.116.530.422 $ | +354.966.246 $ | +20,2 % | 1.761.564.176 $ | -158.986.428 $ | -8,3 % | 1.920.550.604 $ | +63.163.572 $ | +3,4 % | |||
| AMERIPRISE FINANCIAL INC | 1.921.210.880 $ | +263.470.241 $ | +15,9 % | 1.657.740.639 $ | -70.212.216 $ | -4,1 % | 1.727.952.855 $ | +111.819.909 $ | +6,9 % | |||
| RAYMOND JAMES FINANCIAL INC | 1.810.697.659 $ | +330.460.201 $ | +22,3 % | 1.480.237.458 $ | -14.475.474 $ | -1,0 % | 1.494.712.932 $ | +50.986.236 $ | +3,5 % | |||
| Cassaday & Co Wealth Management LLC | 1.661.936.863 $ | +289.551.140 $ | +21,1 % | 1.372.385.723 $ | -148.648.029 $ | -9,8 % | 1.521.033.752 $ | +19.434.682 $ | +1,3 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 1.579.005.307 $ | +223.417.348 $ | +16,5 % | 1.355.587.959 $ | -52.433.479 $ | -3,7 % | 1.408.021.438 $ | -45.049.405 $ | -3,1 % | |||
| ROYAL BANK OF CANADA | 1.576.947.000 $ | +317.363.000 $ | +25,2 % | 1.259.584.000 $ | -65.682.000 $ | -5,0 % | 1.325.266.000 $ | +91.988.000 $ | +7,5 % | |||
| Focus Partners Wealth | 717.843.320 $ | +163.235.119 $ | +29,4 % | 554.608.201 $ | -532.903.116 $ | -49,0 % | 1.087.511.317 $ | +486.122.019 $ | +80,8 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.081.490.096 $ | +143.793.374 $ | +15,3 % | 937.696.722 $ | -93.428.318 $ | -9,1 % | 1.031.125.040 $ | +13.935.002 $ | +1,4 % | |||
| VANGUARD ADVISERS INC | 1.001.326.301 $ | +161.356.583 $ | +19,2 % | 839.969.718 $ | ||||||||
| Beacon Capital Management, Inc. | 707.691.289 $ | -53.889.182 $ | -7,1 % | 761.580.471 $ | -37.017.077 $ | -4,6 % | 798.597.548 $ | -149.636.288 $ | -15,8 % | 948.233.836 $ | -72.135.549 $ | -7,1 % |
| Cambridge Investment Research Advisors, Inc. | 899.355.000 $ | +523.830.000 $ | +139,5 % | 375.525.000 $ | -22.302.000 $ | -5,6 % | 397.827.000 $ | -85.000 $ | -0,0 % | |||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 895.084.052 $ | +144.345.187 $ | +19,2 % | 750.738.865 $ | -135.103.664 $ | -15,3 % | 885.842.529 $ | +38.006.160 $ | +4,5 % | |||
| STIFEL FINANCIAL CORP | 866.640.106 $ | +143.448.361 $ | +19,8 % | 723.191.745 $ | -25.569.715 $ | -3,4 % | 748.761.460 $ | +14.103.196 $ | +1,9 % | |||
| Cetera Investment Advisers | 858.823.578 $ | +143.117.143 $ | +20,0 % | 715.706.435 $ | -46.795.184 $ | -6,1 % | 762.501.619 $ | +21.080.565 $ | +2,8 % | |||
| VANGUARD GROUP INC | 857.202.409 $ | +54.190.322 $ | +6,7 % | |||||||||
| HighTower Advisors, LLC | 829.622.327 $ | +184.473.435 $ | +28,6 % | 645.148.892 $ | -13.220.370 $ | -2,0 % | 658.369.262 $ | +15.154.069 $ | +2,4 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 828.520.783 $ | +116.759.886 $ | +16,4 % | 711.760.897 $ | -54.260.758 $ | -7,1 % | 766.021.655 $ | +4.946.600 $ | +0,6 % | |||
| OSAIC HOLDINGS, INC. | 821.356.899 $ | +150.424.221 $ | +22,4 % | 670.932.678 $ | +69.466.617 $ | +11,5 % | 601.466.061 $ | -272.027.866 $ | -31,1 % | |||
| Cerity Partners LLC | 696.187.917 $ | +149.105.690 $ | +27,3 % | 547.082.227 $ | +47.049.869 $ | +9,4 % | 500.032.358 $ | +14.921.912 $ | +3,1 % | |||
| Rockefeller Capital Management L.P. | 675.800.826 $ | +108.039.464 $ | +19,0 % | 567.761.362 $ | -11.974.532 $ | -2,1 % | 579.735.894 $ | +26.973.083 $ | +4,9 % | |||
| Merit Financial Group, LLC | 649.356.227 $ | +205.287.017 $ | +46,2 % | 444.069.210 $ | -47.053.926 $ | -9,6 % | 491.123.136 $ | +107.835.203 $ | +28,1 % | |||
| Creative Planning | 641.948.553 $ | +108.730.625 $ | +20,4 % | 533.217.928 $ | +23.831.108 $ | +4,7 % | 509.386.820 $ | +35.897.166 $ | +7,6 % | |||
| CAPTRUST FINANCIAL ADVISORS | 492.918.246 $ | +36.882.255 $ | +8,1 % | 456.035.991 $ | -116.265.462 $ | -20,3 % | 572.301.453 $ | -197.952.469 $ | -25,7 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 521.484.806 $ | +96.329.746 $ | +22,7 % | 425.155.060 $ | -106.889.718 $ | -20,1 % | 532.044.778 $ | +114.069.631 $ | +27,3 % | |||
| Howard Capital Management, LLC | 211.840.740 $ | +10.807.464 $ | +5,4 % | 201.033.276 $ | +32.904.539 $ | +19,6 % | 168.128.737 $ | -354.815.546 $ | -67,8 % | 522.944.283 $ | +13.097.672 $ | +2,6 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 520.068.193 $ | +65.953.075 $ | +14,5 % | 454.115.118 $ | -58.401.596 $ | -11,4 % | 512.516.714 $ | -12.033.286 $ | -2,3 % | |||
| Janney Montgomery Scott LLC | 492.879.000 $ | +151.712.000 $ | +44,5 % | 341.167.000 $ | -71.714.000 $ | -17,4 % | 412.881.000 $ | +10.685.000 $ | +2,7 % | |||
| Align Financial, LLC | 527.110 $ | +22.714 $ | +4,5 % | 504.396 $ | +103.925 $ | +26,0 % | 400.471 $ | -487.398.529 $ | -99,9 % | 487.799.000 $ | ||
| Lido Advisors, LLC | 474.388.814 $ | +77.009.420 $ | +19,4 % | 397.379.394 $ | +4.748.764 $ | +1,2 % | 392.630.630 $ | +72.233.113 $ | +22,5 % | |||
| Wealthfront Advisers LLC | 457.604.732 $ | +30.938.960 $ | +7,3 % | 426.665.772 $ | +53.069.896 $ | +14,2 % | 373.595.876 $ | +17.440.314 $ | +4,9 % | |||
| Corient Private Wealth LP | 235.862.938 $ | +27.047.652 $ | +13,0 % | 208.815.286 $ | -231.240.813 $ | -52,5 % | 440.056.099 $ | +328.653.070 $ | +295,0 % | |||
| PROVIDA PENSION FUND ADMINISTRATOR | 401.656.472 $ | +67.004.534 $ | +20,0 % | 334.651.938 $ | +25.405.792 $ | +8,2 % | ||||||
| GOLDMAN SACHS GROUP INC | 333.515.680 $ | -53.298.846 $ | -13,8 % | 386.814.526 $ | -13.397.918 $ | -3,3 % | 400.212.444 $ | +103.162.177 $ | +34,7 % | |||
| CITADEL ADVISORS LLC | 366.751.554 $ | +27.108.430 $ | +8,0 % | 339.643.124 $ | +114.133.863 $ | +50,6 % | 225.509.261 $ | +49.002.564 $ | +27,8 % | |||
| Empower Advisory Group, LLC | 355.890.483 $ | +27.792.877 $ | +8,5 % | 328.097.606 $ | +3.433.090 $ | +1,1 % | 324.664.516 $ | +30.912.606 $ | +10,5 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 350.363.560 $ | +65.252.173 $ | +22,9 % | 285.111.387 $ | -64.659.936 $ | -18,5 % | 349.771.323 $ | -31.871.111 $ | -8,4 % | |||
| Ameritas Advisory Services, LLC | 330.306.754 $ | +107.525.828 $ | +48,3 % | 222.780.926 $ | -31.410.641 $ | -12,4 % | 254.191.567 $ | +236.360.270 $ | +1.325,5 % | |||
| Copos Capital B.V. | 318.891.073 $ | |||||||||||
| NORTHERN TRUST CORP | 307.074.593 $ | +79.223.630 $ | +34,8 % | 227.850.963 $ | +79.370.743 $ | +53,5 % | 148.480.220 $ | +2.604.736 $ | +1,8 % | |||
| Equitable Holdings, Inc. | 219.439.386 $ | -86.813.522 $ | -28,3 % | 306.252.908 $ | +52.959.650 $ | +20,9 % | 253.293.258 $ | +1.665.930 $ | +0,7 % | |||
| TRUIST FINANCIAL CORP | 300.198.507 $ | +43.943.929 $ | +17,1 % | 256.254.578 $ | -16.353.044 $ | -6,0 % | 272.607.622 $ | +4.751.557 $ | +1,8 % | |||
| Mariner, LLC | 290.096.954 $ | +23.047.671 $ | +8,6 % | 267.049.283 $ | -4.175.822 $ | -1,5 % | 271.225.105 $ | +28.726.805 $ | +11,8 % | |||
| Harel Insurance Investments & Financial Services Ltd. | 289.494.000 $ | +76.460.000 $ | +35,9 % | 213.034.000 $ | -70.837.000 $ | -25,0 % | 283.871.000 $ | -494.891.000 $ | -63,5 % | |||
| MML INVESTORS SERVICES, LLC | 287.212.191 $ | +82.684.220 $ | +40,4 % | 204.527.971 $ | -37.881.917 $ | -15,6 % | 242.409.888 $ | +1.584.509 $ | +0,7 % | |||
| Compass Financial Group, INC/SD | 285.959.270 $ | +19.156.545 $ | +7,2 % | 266.802.725 $ | +51.047.630 $ | +23,7 % | 215.755.095 $ | +2.511.742 $ | +1,2 % | 213.243.353 $ | +4.385.873 $ | +2,1 % |
| Clal Insurance Enterprises Holdings Ltd | 285.720.000 $ | +47.005.000 $ | +19,7 % | 238.715.000 $ | -13.627.000 $ | -5,4 % | 252.342.000 $ | +251.303.000 $ | +24.187,0 % | |||
| JONES FINANCIAL COMPANIES LLLP | 281.389.823 $ | +72.453.662 $ | +34,7 % | 208.936.161 $ | +18.944.219 $ | +10,0 % | 189.991.942 $ | +38.199.725 $ | +25,2 % | |||
| Timothy G. Youngquist 2020 Irrevocable Trust | 274.880.504 $ | +15.199.041 $ | +5,9 % | 259.681.463 $ | ||||||||
| FMR LLC | 271.642.267 $ | +41.948.265 $ | +18,3 % | 229.694.002 $ | -7.263.629 $ | -3,1 % | 236.957.631 $ | +7.192.031 $ | +3,1 % | |||
| ANGELES WEALTH MANAGEMENT, LLC | 252.865.868 $ | +41.778.009 $ | +19,8 % | 211.087.859 $ | -33.611.667 $ | -13,7 % | 244.699.526 $ | +11.451.265 $ | +4,9 % | |||
| Kestra Advisory Services, LLC | 246.329.420 $ | +22.569.115 $ | +10,1 % | 223.760.305 $ | +35.385.917 $ | +18,8 % | 188.374.388 $ | +11.151.537 $ | +6,3 % | |||
| M&T BANK CORP | 239.113.361 $ | +27.596.858 $ | +13,0 % | 211.516.503 $ | -22.394.065 $ | -9,6 % | 233.910.568 $ | +1.936.062 $ | +0,8 % | |||
| Facet Wealth, Inc. | 236.160.281 $ | +51.495.662 $ | +27,9 % | 184.664.619 $ | -13.349.900 $ | -6,7 % | 198.014.519 $ | +21.791.847 $ | +12,4 % | |||
| KCM INVESTMENT ADVISORS LLC | 235.517.809 $ | +30.159.538 $ | +14,7 % | 205.358.271 $ | -19.557.452 $ | -8,7 % | 224.915.723 $ | +2.860.112 $ | +1,3 % | |||
| FIFTH THIRD BANCORP | 201.851.973 $ | -28.405.971 $ | -12,3 % | 230.257.944 $ | +162.656.145 $ | +240,6 % | 67.601.799 $ | +1.865.944 $ | +2,8 % | |||
| Baird Financial Group, Inc. | 229.693.972 $ | +41.781.376 $ | +22,2 % | 187.912.596 $ | +2.077.367 $ | +1,1 % | 185.835.229 $ | +11.537.334 $ | +6,6 % | |||
| Black Diamond Financial, LLC | 227.022.447 $ | +37.891.889 $ | +20,0 % | 189.130.558 $ | -17.516.589 $ | -8,5 % | 206.647.147 $ | +9.442.857 $ | +4,8 % | |||
| EVERETT HARRIS & CO /CA/ | 222.348.036 $ | +22.143.113 $ | +11,1 % | 200.204.923 $ | -13.209.368 $ | -6,2 % | 213.414.291 $ | +21.406.838 $ | +11,1 % | |||
| Russell Investments Group, Ltd. | 217.656.455 $ | +20.023.485 $ | +10,1 % | 197.632.970 $ | -14.446.620 $ | -6,8 % | 212.079.590 $ | -2.353.265 $ | -1,1 % | |||
| JANE STREET GROUP, LLC | 199.066.972 $ | +29.666.277 $ | +17,5 % | 169.400.695 $ | -40.645.411 $ | -19,4 % | 210.046.106 $ | +88.420.772 $ | +72,7 % | |||
| ARMSTRONG ADVISORY GROUP, INC | 204.456.720 $ | +10.363.872 $ | +5,3 % | 194.092.848 $ | +38.568.642 $ | +24,8 % | 155.524.206 $ | -30.949.800 $ | -16,6 % | 186.474.006 $ | +6.478.382 $ | +3,6 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 200.654.839 $ | +44.444.443 $ | +28,5 % | 156.210.396 $ | +31.170.820 $ | +24,9 % | 125.039.576 $ | -73.351.750 $ | -37,0 % | 198.391.326 $ | +11.080.548 $ | +5,9 % |
| TWO SIGMA INVESTMENTS, LP | 105.131.744 $ | -89.762.121 $ | -46,1 % | 194.893.865 $ | -3.324.481 $ | -1,7 % | 198.218.346 $ | -35.485.667 $ | -15,2 % | |||
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 195.751.768 $ | +52.909.646 $ | +37,0 % | 142.842.122 $ | -11.476.996 $ | -7,4 % | 154.319.118 $ | +1.463.798 $ | +1,0 % | |||
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 183.216.180 $ | +17.361.822 $ | +10,5 % | 165.854.358 $ | -29.774.944 $ | -15,2 % | 195.629.302 $ | -2.735.060 $ | -1,4 % | |||
| PETREDIS INVESTMENT ADVISORS LLC | 186.919.153 $ | +5.893.799 $ | +3,3 % | 181.025.354 $ | +26.113.914 $ | +16,9 % | 154.911.440 $ | -10.265.510 $ | -6,2 % | 165.176.950 $ | +3.126.937 $ | +1,9 % |
| Praetorian Wealth Management, Inc. | 185.629.782 $ | +5.267.379 $ | +2,9 % | 180.362.403 $ | +21.898.205 $ | +13,8 % | 158.464.198 $ | +3.582.598 $ | +2,3 % | 154.881.600 $ | +4.913.228 $ | +3,3 % |
| COMERICA BANK | 183.064.850 $ | -46.383.319 $ | -20,2 % | |||||||||
| Strategic Investment Advisors / MI | 177.554.040 $ | +27.881.175 $ | +18,6 % | 149.672.865 $ | +26.618.206 $ | +21,6 % | 123.054.659 $ | +6.769.651 $ | +5,8 % | |||
| MAI Capital Management | 176.796.443 $ | +57.670.218 $ | +48,4 % | 119.126.225 $ | -6.594.719 $ | -5,2 % | 125.720.944 $ | +9.072.696 $ | +7,8 % | |||
| SCS Capital Management LLC | 176.285.794 $ | +11.640.345 $ | +7,1 % | 164.645.449 $ | +11.332.131 $ | +7,4 % | 153.313.318 $ | +2.889.506 $ | +1,9 % | |||
| Concurrent Investment Advisors, LLC | 167.436.338 $ | +89.570.614 $ | +115,0 % | 77.865.724 $ | +10.373.420 $ | +15,4 % | 67.492.304 $ | -17.238.988 $ | -20,3 % | 84.731.292 $ | +13.438.250 $ | +18,8 % |
| Sanctuary Advisors, LLC | 167.237.057 $ | +36.153.870 $ | +27,6 % | 131.083.187 $ | -7.872.795 $ | -5,7 % | 138.955.982 $ | -210.669.784 $ | -60,3 % | |||
| Arax Advisory Partners | 165.042.751 $ | +136.598.568 $ | +480,2 % | 28.444.183 $ | +3.890.959 $ | +15,8 % | 24.553.224 $ | -5.227.180 $ | -17,6 % | |||
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 162.480.528 $ | -2.243.079 $ | -1,4 % | 164.723.607 $ | +43.020.675 $ | +35,3 % | 121.702.932 $ | -11.655.072 $ | -8,7 % | 133.358.004 $ | +430.985 $ | +0,3 % |
| Beacon Pointe Advisors, LLC | 154.213.909 $ | +21.391.639 $ | +16,1 % | 132.822.270 $ | +65.667.260 $ | +97,8 % | 67.155.010 $ | +17.694.663 $ | +35,8 % | |||
| BAILARD, INC. | 137.417.365 $ | -11.944.770 $ | -8,0 % | 149.362.135 $ | +43.820.060 $ | +41,5 % | 105.542.075 $ | -9.555.229 $ | -8,3 % | 115.097.304 $ | +3.457.081 $ | +3,1 % |
| Leo Wealth, LLC | 129.732.948 $ | -16.479.316 $ | -11,3 % | 146.212.264 $ | +58.486.160 $ | +66,7 % | ||||||
| VISA FOUNDATION | 143.761.415 $ | -1.336.941 $ | -0,9 % | 145.098.356 $ | +13.435.398 $ | +10,2 % | 131.662.958 $ | -10.191.068 $ | -7,2 % | 141.854.026 $ | +2.955.293 $ | +2,1 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 143.259.072 $ | +87.887.790 $ | +158,7 % | 55.371.282 $ | -645.486 $ | -1,2 % | 56.016.768 $ | -29.324.602 $ | -34,4 % | |||
| BANK OF MONTREAL /CAN/ | 141.708.474 $ | +33.459.287 $ | +30,9 % | 108.249.187 $ | +2.863.251 $ | +2,7 % | 105.385.936 $ | +9.038.051 $ | +9,4 % | |||
| Portfolio Strategies, Inc. | 140.026.973 $ | +26.296.321 $ | +23,1 % | 113.730.652 $ | -14.708.768 $ | -11,5 % | 128.439.420 $ | -976.976 $ | -0,8 % | |||
| Private Advisor Group, LLC | 139.534.234 $ | +16.774.191 $ | +13,7 % | 122.760.043 $ | -8.177.625 $ | -6,2 % | 130.937.668 $ | -5.051.749 $ | -3,7 % | |||
| Quantinno Capital Management LP | 137.993.692 $ | +44.699.875 $ | +47,9 % | 93.293.817 $ | +14.010.333 $ | +17,7 % | 79.283.484 $ | +14.546.684 $ | +22,5 % | |||
| AGF MANAGEMENT LTD | 134.450.806 $ | +18.352.564 $ | +15,8 % | 116.098.242 $ | -10.866.207 $ | -8,6 % | 126.964.449 $ | -223.016 $ | -0,2 % | |||
| AQR CAPITAL MANAGEMENT LLC | 131.241.455 $ | +52.851.099 $ | +67,4 % | 78.390.356 $ | +12.252.312 $ | +18,5 % | 66.138.044 $ | +30.541.128 $ | +85,8 % | |||
| BROWN ADVISORY INC | 130.206.119 $ | +33.523.941 $ | +34,7 % | 96.682.178 $ | -7.807.108 $ | -7,5 % | 104.489.286 $ | +5.527.945 $ | +5,6 % | |||
| 71 West Capital Partners | 129.684.817 $ | +35.210.040 $ | +37,3 % | 94.474.777 $ | +519.869 $ | +0,6 % | 93.954.908 $ | |||||
| Steward Partners Investment Advisory, LLC | 120.419.282 $ | -1.651.131 $ | -1,4 % | 122.070.413 $ | -5.222.656 $ | -4,1 % | 127.293.069 $ | +4.777.983 $ | +3,9 % | |||
| WBH ADVISORY INC | 124.123.757 $ | +22.241.872 $ | +21,8 % | 101.881.885 $ | -12.865.102 $ | -11,2 % | 114.746.987 $ | +2.132.739 $ | +1,9 % | |||
| Angeles Investment Advisors, LLC | 54.613.688 $ | -27.859.553 $ | -33,8 % | 82.473.241 $ | +48.075.107 $ | +139,8 % | 34.398.134 $ | -88.689.242 $ | -72,1 % | 123.087.376 $ | -39.201.465 $ | -24,2 % |
| NORTHSTAR ASSET MANAGEMENT Co | 119.480.044 $ | +6.137.043 $ | +5,4 % | 113.343.001 $ | +23.673.582 $ | +26,4 % | 89.669.419 $ | -7.658.123 $ | -7,9 % | 97.327.542 $ | +1.209.516 $ | +1,3 % |
| Savant Capital, LLC | 118.896.890 $ | +63.947.470 $ | +116,4 % | 54.949.420 $ | +1.346.857 $ | +2,5 % | 53.602.563 $ | -157.582 $ | -0,3 % | |||
| HARBOUR INVESTMENTS, INC. | 116.270.922 $ | +19.797.062 $ | +20,5 % | 96.473.860 $ | -5.352.357 $ | -5,3 % | 101.826.217 $ | +2.985.340 $ | +3,0 % | |||
| Cresset Asset Management, LLC | 114.826.883 $ | +20.205.574 $ | +21,4 % | 94.621.309 $ | +15.218.921 $ | +19,2 % | 79.402.388 $ | +2.236.375 $ | +2,9 % | |||
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 114.438.710 $ | -226.336 $ | -0,2 % | 114.665.046 $ | ||||||||
| IMC-Chicago, LLC | 112.143.741 $ | +41.683.803 $ | +59,2 % | 70.459.938 $ | -8.312.325 $ | -10,6 % | 78.772.263 $ | +10.273.699 $ | +15,0 % | |||
| Main Management ETF Advisors, LLC | 111.735.000 $ | |||||||||||
| Kensington Asset Management, LLC | 108.908.800 $ | +3.555.244 $ | +3,4 % | |||||||||
| PEAPACK GLADSTONE FINANCIAL CORP | 107.972.000 $ | +19.877.000 $ | +22,6 % | 88.095.000 $ | -5.620.000 $ | -6,0 % | 93.715.000 $ | +2.985.000 $ | +3,3 % | |||
| Sequoia Financial Advisors, LLC | 107.747.531 $ | +6.499.467 $ | +6,4 % | 101.248.064 $ | -1.735.742 $ | -1,7 % | 102.983.806 $ | +1.311.817 $ | +1,3 % | |||
| Falcon Wealth Planning | 107.299.109 $ | +19.986.074 $ | +22,9 % | 87.313.035 $ | -5.284.858 $ | -5,7 % | 92.597.893 $ | +3.136.653 $ | +3,5 % | |||
| TRUST CO OF OKLAHOMA | 104.318.485 $ | -2.322.846 $ | -2,2 % | 106.641.331 $ | +18.379.484 $ | +20,8 % | 88.261.847 $ | -6.265.022 $ | -6,6 % | 94.526.869 $ | +2.649.546 $ | +2,9 % |
| EP Wealth Advisors, LLC | 105.289.054 $ | +22.875.375 $ | +27,8 % | 82.413.679 $ | +17.036.637 $ | +26,1 % | 65.377.042 $ | |||||
| Gratus Wealth Advisors, LLC | 104.347.778 $ | +20.539.390 $ | +24,5 % | 83.808.388 $ | -13.229.198 $ | -13,6 % | 97.037.586 $ | +1.063.477 $ | +1,1 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 103.955.915 $ | +16.380.293 $ | +18,7 % | 87.575.622 $ | -4.142.684 $ | -4,5 % | 91.718.306 $ | +1.654.422 $ | +1,8 % | |||
| MassMutual Private Wealth & Trust, FSB | 101.983.891 $ | -1.749.501 $ | -1,7 % | 103.733.392 $ | +11.336.001 $ | +12,3 % | 92.397.391 $ | -5.682.640 $ | -5,8 % | 98.080.031 $ | -1.273.337 $ | -1,3 % |
| NewEdge Advisors, LLC | 103.014.976 $ | +16.255.433 $ | +18,7 % | 86.759.543 $ | +10.510.237 $ | +13,8 % | 76.249.306 $ | +5.095.439 $ | +7,2 % | |||
| BTG Pactual Asset Management US LLC | 102.800.552 $ | +15.949.623 $ | +18,4 % | 86.850.929 $ | +8.634.666 $ | +11,0 % | 78.216.263 $ | -1.387.373 $ | -1,7 % | |||
| MARS JEWETT FINANCIAL GROUP, INC. | 100.297.675 $ | +98.648.695 $ | +5.982,4 % | 1.648.980 $ | ||||||||
| BNP PARIBAS FINANCIAL MARKETS | 37.476.000 $ | -60.743.849 $ | -61,8 % | 98.219.849 $ | +23.621.000 $ | +31,7 % | 74.598.849 $ | +16.308.613 $ | +28,0 % | |||
| D.A. DAVIDSON & CO. | 82.492.405 $ | -13.647.018 $ | -14,2 % | 96.139.423 $ | -1.046.195 $ | -1,1 % | 97.185.618 $ | +5.950.677 $ | +6,5 % | |||
| Silicon Valley Capital Partners | 95.427.307 $ | +22.886.313 $ | +31,5 % | 72.540.994 $ | -4.982.875 $ | -6,4 % | 77.523.869 $ | -1.087.701 $ | -1,4 % | |||
| IMA Advisory Services, Inc. | 95.281.273 $ | +20.836.626 $ | +28,0 % | 74.444.647 $ | -3.867.188 $ | -4,9 % | 78.311.835 $ | +2.045.971 $ | +2,7 % | |||
| PARK NATIONAL CORP /OH/ | 93.736.283 $ | +3.405.625 $ | +3,8 % | 90.330.658 $ | +12.223.985 $ | +15,7 % | 78.106.673 $ | -1.551.988 $ | -1,9 % | 79.658.661 $ | -1.486.391 $ | -1,8 % |
| Apollon Wealth Management, LLC | 92.913.973 $ | +20.312.512 $ | +28,0 % | 72.601.461 $ | -725.370 $ | -1,0 % | 73.326.831 $ | +3.906.683 $ | +5,6 % | |||
| Prime Capital Investment Advisors, LLC | 20.614.254 $ | +399.831 $ | +2,0 % | 20.214.423 $ | -63.333.583 $ | -75,8 % | 83.548.006 $ | -8.558.436 $ | -9,3 % | 92.106.442 $ | -44.759.033 $ | -32,7 % |
| Spire Wealth Management | 91.063.894 $ | +17.607.650 $ | +24,0 % | 73.456.244 $ | -13.643.499 $ | -15,7 % | 87.099.743 $ | +23.912 $ | +0,0 % | |||
| Wheelhouse Advisory Group LLC | 90.790.466 $ | +7.397.700 $ | +8,9 % | 83.392.766 $ | +15.078.864 $ | +22,1 % | 68.313.902 $ | -4.536.493 $ | -6,2 % | 72.850.395 $ | +5.952.825 $ | +8,9 % |
| Nicht ausgewiesen | 90.353.781 $ | +19.082.623 $ | +26,8 % | 71.271.158 $ | -7.525.474 $ | -9,6 % | 78.796.632 $ | +53.008.678 $ | +205,6 % | |||
| Stratos Wealth Partners, LTD. | 89.944.394 $ | +10.026.775 $ | +12,5 % | 79.917.619 $ | -5.964.395 $ | -6,9 % | 85.882.014 $ | +1.228.781 $ | +1,5 % | |||
| IEQ CAPITAL, LLC | 77.622.635 $ | -1.220.673 $ | -1,5 % | 78.843.308 $ | -11.009.507 $ | -12,3 % | 89.852.815 $ | +12.050.980 $ | +15,5 % | |||
| Waverly Advisors, LLC | 89.810.756 $ | +22.110.898 $ | +32,7 % | 67.699.858 $ | -522.861 $ | -0,8 % | 68.222.719 $ | +4.951.630 $ | +7,8 % | |||
| HB Wealth Management, LLC | 89.554.635 $ | +14.122.837 $ | +18,7 % | 75.431.798 $ | -4.435.498 $ | -5,6 % | 79.867.296 $ | +3.724.372 $ | +4,9 % | |||
| Yarbrough Capital, LLC | 89.535.211 $ | +4.381.647 $ | +5,1 % | 85.153.564 $ | +23.016.097 $ | +37,0 % | 62.137.467 $ | -4.992.585 $ | -7,4 % | 67.130.052 $ | +636.763 $ | +1,0 % |
| Betterment LLC | 88.770.000 $ | +12.454.000 $ | +16,3 % | 76.316.000 $ | +2.932.000 $ | +4,0 % | 73.384.000 $ | +2.778.000 $ | +3,9 % | |||
| Apella Capital, LLC | 88.189.714 $ | +1.849.896 $ | +2,1 % | 86.339.818 $ | +4.425.146 $ | +5,4 % | 81.914.672 $ | +36.794.511 $ | +81,5 % | 45.120.161 $ | +24.850.131 $ | +122,6 % |
| Apriem Advisors | 87.947.662 $ | +18.549.427 $ | +26,7 % | 69.398.235 $ | -7.784.300 $ | -10,1 % | 77.182.535 $ | +2.953.365 $ | +4,0 % | |||
| JOHNSON INVESTMENT COUNSEL INC | 86.397.016 $ | +19.213.735 $ | +28,6 % | 67.183.281 $ | -3.317.831 $ | -4,7 % | 70.501.112 $ | +4.034.255 $ | +6,1 % | |||
| Beacon Capital Management, LLC | 64.356.942 $ | -1.364.330 $ | -2,1 % | 65.721.272 $ | -18.591.506 $ | -22,1 % | 84.312.778 $ | -2.977.630 $ | -3,4 % | |||
| IFC Advisors LLC | 82.463.861 $ | +13.566.020 $ | +19,7 % | 68.897.841 $ | -6.411.139 $ | -8,5 % | 75.308.980 $ | -57.768 $ | -0,1 % | |||
| AlphaCore Capital LLC | 69.424.685 $ | +5.114.194 $ | +8,0 % | 64.310.491 $ | -16.814.989 $ | -20,7 % | 81.125.480 $ | +9.319.965 $ | +13,0 % | |||
| Pathstone Holdings, LLC | 80.285.305 $ | +18.031.532 $ | +29,0 % | 62.253.773 $ | -786.151 $ | -1,2 % | 63.039.924 $ | -4.786.288 $ | -7,1 % | |||
| Crewe Advisors LLC | 78.924.031 $ | +14.018.944 $ | +21,6 % | 64.905.087 $ | +268.461 $ | +0,4 % | 64.636.626 $ | +819.182 $ | +1,3 % | |||
| Systematic Alpha Investments, LLC | 78.691.970 $ | +21.269.610 $ | +37,0 % | 57.422.360 $ | -4.613.740 $ | -7,4 % | 62.036.100 $ | +588.450 $ | +1,0 % | |||
| Stanich Group LLC | 76.022.374 $ | +2.798.381 $ | +3,8 % | 73.223.993 $ | +13.765.751 $ | +23,2 % | 59.458.242 $ | -2.245.618 $ | -3,6 % | 61.703.860 $ | +3.029.878 $ | +5,2 % |
| Bernardo Wealth Planning LLC | 74.006.909 $ | +4.865.211 $ | +7,0 % | 69.141.698 $ | -6.553.719 $ | -8,7 % | 75.695.417 $ | +1.187.915 $ | +1,6 % | |||
| TITLEIST ASSET MANAGEMENT, LLC | 75.620.799 $ | +14.801.246 $ | +24,3 % | 60.819.553 $ | +9.917.228 $ | +19,5 % | 50.902.325 $ | +2.607.941 $ | +5,4 % | 48.294.384 $ | +4.484.559 $ | +10,2 % |
| BLAIR WILLIAM & CO/IL | 61.130.519 $ | -5.147.155 $ | -7,8 % | 66.277.674 $ | -8.938.336 $ | -11,9 % | 75.216.010 $ | +5.879.568 $ | +8,5 % | |||
| Allied Investment Advisors, LLC | 64.610.760 $ | -9.885.200 $ | -13,3 % | 74.495.960 $ | +8.142.360 $ | +12,3 % | 66.353.600 $ | -376.159 $ | -0,6 % | 66.729.759 $ | +5.285.668 $ | +8,6 % |
| US BANCORP \DE\ | 74.329.051 $ | +8.395.814 $ | +12,7 % | 65.933.237 $ | -6.434.814 $ | -8,9 % | 72.368.051 $ | +8.228.930 $ | +12,8 % | |||
| Leelyn Smith, LLC | 74.057.038 $ | +14.849.405 $ | +25,1 % | 59.207.633 $ | -3.429.327 $ | -5,5 % | 62.636.960 $ | +1.226.587 $ | +2,0 % | |||
| Verde Capital Management | 35.563.473 $ | -32.600.620 $ | -47,8 % | 68.164.093 $ | -5.429.115 $ | -7,4 % | 73.593.208 $ | +1.352.367 $ | +1,9 % | |||
| J.W. COLE ADVISORS, INC. | 73.086.665 $ | +27.371.121 $ | +59,9 % | 45.715.544 $ | -9.529.079 $ | -17,2 % | 55.244.623 $ | -5.043.108 $ | -8,4 % | |||
| Retirement Planning Group, LLC | 69.473.531 $ | -2.332.523 $ | -3,2 % | 71.806.054 $ | +37.459.173 $ | +109,1 % | 34.346.881 $ | +4.422.409 $ | +14,8 % | 29.924.472 $ | +12.727.490 $ | +74,0 % |
| BHK Investment Advisors, LLC | 70.187.084 $ | +9.396.086 $ | +15,5 % | 60.790.998 $ | -4.368.445 $ | -6,7 % | 65.159.443 $ | +6.866.112 $ | +11,8 % | |||
| CX Institutional | 43.697.000 $ | -7.298.000 $ | -14,3 % | 50.995.000 $ | +13.513.000 $ | +36,1 % | 37.482.000 $ | -32.588.000 $ | -46,5 % | 70.070.000 $ | +2.125.000 $ | +3,1 % |
| Varma Mutual Pension Insurance Co | 69.036.000 $ | -77.000 $ | -0,1 % | 69.113.000 $ | -880.000 $ | -1,3 % | 69.993.000 $ | -627.000 $ | -0,9 % | |||
| Independent Advisor Alliance | 3.544.142 $ | -66.349.927 $ | -94,9 % | 69.894.069 $ | +66.490.749 $ | +1.953,7 % | 3.403.320 $ | +377.879 $ | +12,5 % | |||
| CITIGROUP INC | 63.625.142 $ | -5.803.906 $ | -8,4 % | 69.429.048 $ | +16.690.471 $ | +31,6 % | 52.738.577 $ | -1.350.208 $ | -2,5 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 69.284.419 $ | +11.150.347 $ | +19,2 % | 58.134.072 $ | -1.438.974 $ | -2,4 % | 59.573.046 $ | +2.045.146 $ | +3,6 % | |||
| ETF Portfolio Partners, Inc. | 69.039.132 $ | +1.354.122 $ | +2,0 % | 67.685.010 $ | +8.636.578 $ | +14,6 % | 59.048.432 $ | -2.275.446 $ | -3,7 % | 61.323.878 $ | +2.428.460 $ | +4,1 % |
| Marotta Asset Management | 66.926.555 $ | -1.199.963 $ | -1,8 % | 68.126.518 $ | +7.929.468 $ | +13,2 % | 60.197.050 $ | -4.000.815 $ | -6,2 % | 64.197.865 $ | -4.556.895 $ | -6,6 % |
| AMI INVESTMENT MANAGEMENT INC | 67.767.613 $ | +11.371.312 $ | +20,2 % | 56.396.301 $ | -2.699.726 $ | -4,6 % | 59.096.027 $ | +1.022.851 $ | +1,8 % | |||
| Integrated Wealth Concepts LLC | 66.951.279 $ | +11.638.800 $ | +21,0 % | 55.312.479 $ | +18.430.985 $ | +50,0 % | 36.881.494 $ | -19.044.232 $ | -34,1 % | |||
| Avior Wealth Management, LLC | 66.909.150 $ | +3.088.788 $ | +4,8 % | 63.820.362 $ | +19.550.866 $ | +44,2 % | 44.269.496 $ | -9.184.898 $ | -17,2 % | 53.454.394 $ | +1.832.460 $ | +3,5 % |
| Fisher Asset Management, LLC | 66.711.226 $ | +15.072.193 $ | +29,2 % | 51.639.033 $ | -5.285.574 $ | -9,3 % | 56.924.607 $ | +97.078 $ | +0,2 % | |||
| IMPACTfolio, LLC | 66.414.709 $ | +10.030.565 $ | +17,8 % | 56.384.144 $ | -5.690.287 $ | -9,2 % | 62.074.431 $ | +2.431.418 $ | +4,1 % | |||
| Harpswell Capital Advisors, LLC | 60.599.797 $ | -5.487.299 $ | -8,3 % | 66.087.096 $ | +8.994.638 $ | +15,8 % | 57.092.458 $ | -535.349 $ | -0,9 % | 57.627.807 $ | +794.241 $ | +1,4 % |
| Atria Investments, Inc | 65.708.110 $ | -181.902 $ | -0,3 % | 65.890.012 $ | +11.108.726 $ | +20,3 % | 54.781.286 $ | -5.895.136 $ | -9,7 % | 60.676.422 $ | +1.766.567 $ | +3,0 % |
| Prosperity Consulting Group, LLC | 65.845.279 $ | +9.603.965 $ | +17,1 % | 56.241.314 $ | +1.708.563 $ | +3,1 % | 54.532.751 $ | +11.616.278 $ | +27,1 % | |||
| MATHER GROUP, LLC. | 65.650.621 $ | +1.185.301 $ | +1,8 % | 64.465.320 $ | +14.647.615 $ | +29,4 % | 49.817.705 $ | -2.282.128 $ | -4,4 % | 52.099.833 $ | +600.775 $ | +1,2 % |
| Blue Edge Capital, LLC | 62.299.321 $ | +5.499.841 $ | +9,7 % | 56.799.480 $ | -8.482.528 $ | -13,0 % | 65.282.008 $ | +4.184.877 $ | +6,8 % | |||
| Royal Fund Management, LLC | 65.019.458 $ | +4.213.478 $ | +6,9 % | 60.805.980 $ | +13.327.517 $ | +28,1 % | 47.478.463 $ | -3.802.125 $ | -7,4 % | 51.280.588 $ | +10.346.501 $ | +25,3 % |
| CVA Family Office, LLC | 64.815.243 $ | +13.858.323 $ | +27,2 % | 50.956.920 $ | -1.849.958 $ | -3,5 % | 52.806.878 $ | +6.377.748 $ | +13,7 % | |||
| CIBC Bancorp USA Inc. | 64.654.928 $ | +30.542.751 $ | +89,5 % | 34.112.177 $ | ||||||||
| Hanson & Doremus Investment Management | 64.365.000 $ | -139.000 $ | -0,2 % | 64.504.000 $ | +7.366.000 $ | +12,9 % | 57.138.000 $ | +1.348.000 $ | +2,4 % | 55.790.000 $ | +1.878.000 $ | +3,5 % |
| MEANS INVESTMENT CO., INC. | 63.211.225 $ | +8.204.938 $ | +14,9 % | 55.006.287 $ | -4.634.571 $ | -7,8 % | 59.640.858 $ | +17.843 $ | +0,0 % | |||
| Sellwood Investment Partners LLC | 62.773.287 $ | +5.461.588 $ | +9,5 % | 57.311.699 $ | -1.130.652 $ | -1,9 % | 58.442.351 $ | +604.684 $ | +1,0 % | |||
| PINNACLE ASSOCIATES LTD | 62.758.373 $ | +1.891.349 $ | +3,1 % | 60.867.024 $ | +14.372.725 $ | +30,9 % | 46.494.299 $ | -3.326.208 $ | -6,7 % | 49.820.507 $ | -253.574 $ | -0,5 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 62.044.625 $ | +25.222.942 $ | +68,5 % | 36.821.683 $ | -1.228.211 $ | -3,2 % | 38.049.894 $ | +21.011.596 $ | +123,3 % | |||
| Richmond Brothers, Inc. | 27.979.875 $ | -32.862.062 $ | -54,0 % | 60.841.937 $ | -563.328 $ | -0,9 % | 61.405.265 $ | -1.713.589 $ | -2,7 % | |||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 61.384.898 $ | +1.719.236 $ | +2,9 % | 59.665.662 $ | +4.671.773 $ | +8,5 % | 54.993.889 $ | -1.145.705 $ | -2,0 % | 56.139.594 $ | -101.670 $ | -0,2 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 60.533.955 $ | +4.238.050 $ | +7,5 % | 56.295.905 $ | +4.747.414 $ | +9,2 % | 51.548.491 $ | +7.246.360 $ | +16,4 % | |||
| Capital Advantage, Inc. | 60.526.839 $ | +245.559 $ | +0,4 % | 60.281.280 $ | +5.881.702 $ | +10,8 % | 54.399.578 $ | +17.187 $ | +0,0 % | 54.382.391 $ | +3.659.798 $ | +7,2 % |
| EXCHANGE TRADED CONCEPTS, LLC | 55.459.116 $ | +7.819.063 $ | +16,4 % | 47.640.053 $ | -12.742.485 $ | -21,1 % | 60.382.538 $ | +14.198.477 $ | +30,7 % | |||
| White Lighthouse Investment Management Inc. | 60.252.546 $ | +1.684.941 $ | +2,9 % | 58.567.605 $ | +9.673.140 $ | +19,8 % | 48.894.465 $ | -2.746.685 $ | -5,3 % | 51.641.150 $ | +700.747 $ | +1,4 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 11.336.002 $ | -47.462.578 $ | -80,7 % | 58.798.580 $ | +14.073.670 $ | +31,5 % | 44.724.910 $ | -10.624.072 $ | -19,2 % | 55.348.982 $ | +38.887.969 $ | +236,2 % |
| SBI Securities Co., Ltd. | 58.530.077 $ | +2.353.406 $ | +4,2 % | 56.176.671 $ | +11.586.938 $ | +26,0 % | 44.589.733 $ | -2.577.838 $ | -5,5 % | 47.167.571 $ | +1.115.875 $ | +2,4 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 58.487.967 $ | +12.155.384 $ | +26,2 % | 46.332.583 $ | -1.267.776 $ | -2,7 % | 47.600.359 $ | +3.063.576 $ | +6,9 % | |||
| Gibraltar Capital Management, Inc. | 57.725.635 $ | +8.318.102 $ | +16,8 % | 49.407.533 $ | -1.184.885 $ | -2,3 % | 50.592.418 $ | +976.878 $ | +2,0 % | |||
| Winthrop Capital Management, LLC | 57.713.000 $ | +12.903.000 $ | +28,8 % | 44.810.000 $ | -4.152.000 $ | -8,5 % | 48.962.000 $ | +266.000 $ | +0,5 % | |||
| Wealthcare Advisory Partners LLC | 57.597.957 $ | +9.051.263 $ | +18,6 % | 48.546.694 $ | +5.994.579 $ | +14,1 % | 42.552.115 $ | +489.543 $ | +1,2 % | 42.062.572 $ | -345.071 $ | -0,8 % |
| Prospera Financial Services Inc | 57.094.151 $ | +5.998.066 $ | +11,7 % | 51.096.085 $ | +326.843 $ | +0,6 % | 50.769.242 $ | +4.004.738 $ | +8,6 % | |||
| Farther Finance Advisors, LLC | 56.582.795 $ | +3.644.014 $ | +6,9 % | 52.938.781 $ | +15.405.123 $ | +41,0 % | 37.533.658 $ | -1.280.802 $ | -3,3 % | 38.814.460 $ | +6.985.110 $ | +21,9 % |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 56.428.290 $ | +3.201.933 $ | +6,0 % | 53.226.357 $ | +9.477.001 $ | +21,7 % | 43.749.356 $ | -4.482.691 $ | -9,3 % | 48.232.047 $ | +1.198.425 $ | +2,5 % |
| Marks Wealth, LLC | 56.158.623 $ | +15.065.884 $ | +36,7 % | 41.092.739 $ | +40.372.221 $ | +5.603,2 % | ||||||
| Zeit Capital LLC | 55.655.594 $ | +138.672 $ | +0,2 % | 55.516.922 $ | +7.833.730 $ | +16,4 % | 47.683.192 $ | -2.489.639 $ | -5,0 % | 50.172.831 $ | +949.364 $ | +1,9 % |
| Privatperson | 26.023.929 $ | +1.342.131 $ | +5,4 % | 24.681.798 $ | -30.844.568 $ | -55,5 % | 55.526.366 $ | +1.433.804 $ | +2,7 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 55.453.376 $ | +12.677.951 $ | +29,6 % | 42.775.425 $ | ||||||||
| ALLIANZ SE | 54.854.199 $ | +22.483.308 $ | +69,5 % | 32.370.891 $ | +32.263.311 $ | +29.990,1 % | 107.580 $ | -17.946.270 $ | -99,4 % | |||
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 40.311.085 $ | -14.019.431 $ | -25,8 % | 54.330.516 $ | +1.224.543 $ | +2,3 % | 53.105.973 $ | +16.436.614 $ | +44,8 % | |||
| Anchor Investment Management, LLC | 54.299.405 $ | +6.614.946 $ | +13,9 % | 47.684.459 $ | -106.338 $ | -0,2 % | 47.790.797 $ | +329.801 $ | +0,7 % | |||
| Elwood & Goetz Wealth Advisory Group, LLC | 54.189.462 $ | +15.375.116 $ | +39,6 % | 38.814.346 $ | -1.553.710 $ | -3,8 % | 40.368.056 $ | -521.864 $ | -1,3 % | |||
| INVICTUS PRIVATE WEALTH, LLC | 53.775.270 $ | +4.522.054 $ | +9,2 % | 49.253.216 $ | -1.615.478 $ | -3,2 % | 50.868.694 $ | +6.573.251 $ | +14,8 % | |||
| IFP Advisors, Inc | 52.778.229 $ | +4.562.399 $ | +9,5 % | 48.215.830 $ | +8.391.556 $ | +21,1 % | 39.824.274 $ | +799.088 $ | +2,0 % | 39.025.186 $ | +2.159.600 $ | +5,9 % |
| Madison Asset Management, LLC | 50.278.260 $ | +7.564.429 $ | +17,7 % | 42.713.831 $ | -9.805.227 $ | -18,7 % | 52.519.058 $ | -313.130 $ | -0,6 % | |||
| Junk Investment Group, LLC | 52.066.140 $ | +3.549.757 $ | +7,3 % | 48.516.383 $ | +8.161.267 $ | +20,2 % | 40.355.116 $ | |||||
| MISSION WEALTH MANAGEMENT, LP | 39.463.894 $ | -11.894.137 $ | -23,2 % | 51.358.031 $ | +25.022.522 $ | +95,0 % | 26.335.509 $ | -2.604.278 $ | -9,0 % | 28.939.787 $ | +264.329 $ | +0,9 % |
| Pure Financial Advisors, LLC | 51.092.015 $ | +5.428.850 $ | +11,9 % | 45.663.165 $ | +71.663 $ | +0,2 % | 45.591.502 $ | +1.366.686 $ | +3,1 % | |||
| Pinnacle Financial Partners, Inc. | 50.647.159 $ | +6.298.705 $ | +14,2 % | 44.348.454 $ | -2.963.624 $ | -6,3 % | 47.312.078 $ | |||||
| VICTORY CAPITAL MANAGEMENT INC | 50.516.400 $ | +11.214.822 $ | +28,5 % | 39.301.578 $ | ||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 10.828.829 $ | -37.562.832 $ | -77,6 % | 48.391.661 $ | -1.856.631 $ | -3,7 % | 50.248.292 $ | +180.863 $ | +0,4 % | |||
| Robertson Stephens Wealth Management, LLC | 38.490.762 $ | -4.317.437 $ | -10,1 % | 42.808.199 $ | -769.500 $ | -1,8 % | 43.577.699 $ | -6.657.832 $ | -13,3 % | 50.235.531 $ | +3.685.955 $ | +7,9 % |
| Strengthening Families & Communities, LLC | 49.986.419 $ | -94.956 $ | -0,2 % | 50.081.375 $ | +4.507.455 $ | +9,9 % | 45.573.920 $ | -2.903.538 $ | -6,0 % | 48.477.458 $ | +2.681.971 $ | +5,9 % |
| Annex Advisory Services, LLC | 46.289.176 $ | -3.703.107 $ | -7,4 % | 49.992.283 $ | +8.308.622 $ | +19,9 % | 41.683.661 $ | +542.509 $ | +1,3 % | 41.141.152 $ | +20.152.060 $ | +96,0 % |
| PRINCIPAL SECURITIES, INC. | 38.834.646 $ | +4.255.823 $ | +12,3 % | 34.578.823 $ | -14.744.298 $ | -29,9 % | 49.323.121 $ | +8.170.205 $ | +19,9 % | |||
| TD Waterhouse Canada Inc. | 47.645.524 $ | -1.458.486 $ | -3,0 % | 49.104.010 $ | +5.968.062 $ | +13,8 % | 43.135.948 $ | +4.715.731 $ | +12,3 % | 38.420.217 $ | +1.827.934 $ | +5,0 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 48.965.895 $ | +2.323.484 $ | +5,0 % | 46.642.411 $ | +10.450.343 $ | +28,9 % | 36.192.068 $ | -248.155 $ | -0,7 % | 36.440.223 $ | +1.284.062 $ | +3,7 % |
| FIDUCIARY TRUST CO | 48.680.629 $ | +8.305.615 $ | +20,6 % | 40.375.014 $ | -4.934.705 $ | -10,9 % | 45.309.719 $ | -803.877 $ | -1,7 % | |||
| Platt Investment Counsel, LLC | 43.094.872 $ | -3.034.537 $ | -6,6 % | 46.129.409 $ | +7.147.675 $ | +18,3 % | 38.981.734 $ | -9.643.483 $ | -19,8 % | 48.625.217 $ | +1.106.678 $ | +2,3 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 39.594.888 $ | -8.682.677 $ | -18,0 % | 48.277.565 $ | +14.647.923 $ | +43,6 % | 33.629.642 $ | +4.816.433 $ | +16,7 % | |||
| BlackRock, Inc. | 47.598.363 $ | +15.401.429 $ | +47,8 % | 32.196.934 $ | +744.962 $ | +2,4 % | 31.451.972 $ | +13.088.705 $ | +71,3 % | |||
| ATLAS CAPITAL ADVISORS INC. | 46.066.683 $ | +2.634.572 $ | +6,1 % | 43.432.111 $ | -2.224.566 $ | -4,9 % | 45.656.677 $ | |||||
| Curran Financial Partners, LLC | 40.333.507 $ | +32.867.840 $ | +440,3 % | 7.465.667 $ | -38.537.098 $ | -83,8 % | 46.002.765 $ | +1.066.862 $ | +2,4 % | |||
| Garde Capital, Inc. | 45.922.574 $ | +6.463.002 $ | +16,4 % | 39.459.572 $ | -922.216 $ | -2,3 % | 40.381.788 $ | +46.674 $ | +0,1 % | |||
| Circle Wealth Management, LLC | 45.880.103 $ | +11.042.155 $ | +31,7 % | 34.837.948 $ | -3.085.110 $ | -8,1 % | 37.923.058 $ | +952.314 $ | +2,6 % | |||
| SteelPeak Wealth, LLC | 20.847.289 $ | +17.547.923 $ | +531,9 % | 3.299.366 $ | -8.273.503 $ | -71,5 % | 11.572.869 $ | -34.097.120 $ | -74,7 % | 45.669.989 $ | +41.350.476 $ | +957,3 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 24.356.254 $ | +23.927.839 $ | +5.585,2 % | 428.415 $ | -45.167.824 $ | -99,1 % | 45.596.239 $ | +2.413.025 $ | +5,6 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 44.728.309 $ | +10.722.789 $ | +31,5 % | 34.005.520 $ | -3.241.522 $ | -8,7 % | 37.247.042 $ | -5.708.802 $ | -13,3 % | |||
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 41.970.106 $ | -2.493.474 $ | -5,6 % | 44.463.580 $ | +1.197.449 $ | +2,8 % | 43.266.131 $ | +1.369.777 $ | +3,3 % | 41.896.354 $ | -1.800.437 $ | -4,1 % |
| CMH Wealth Management LLC | 44.431.545 $ | +2.858.071 $ | +6,9 % | 41.573.474 $ | +1.146.536 $ | +2,8 % | 40.426.938 $ | +2.335.071 $ | +6,1 % | 38.091.867 $ | +315.262 $ | +0,8 % |
| Prime Buchholz LLC | 44.139.516 $ | +13.087.527 $ | +42,1 % | 31.051.989 $ | -9.960.475 $ | -24,3 % | 41.012.464 $ | -471.201 $ | -1,1 % | |||
| Madden Advisory Services, Inc. | 43.953.834 $ | +6.788.493 $ | +18,3 % | 37.165.341 $ | +919.370 $ | +2,5 % | 36.245.971 $ | +599.165 $ | +1,7 % | |||
| FC Advisory LLC | 43.948.132 $ | +2.970.942 $ | +7,3 % | 40.977.190 $ | +6.178.787 $ | +17,8 % | 34.798.403 $ | -3.984.357 $ | -10,3 % | 38.782.760 $ | +453.761 $ | +1,2 % |
| STEPHENS INC /AR/ | 43.825.105 $ | +6.097.426 $ | +16,2 % | 37.727.679 $ | +1.860.223 $ | +5,2 % | 35.867.456 $ | -353.325 $ | -1,0 % | |||
| Main Management LLC | 65.693 $ | +10.370 $ | +18,7 % | 55.323 $ | -43.713.677 $ | -99,9 % | 43.769.000 $ | +43.731.099 $ | +115.382,4 % | |||
| Greenline Partners, LLC | 41.446.919 $ | -2.083.495 $ | -4,8 % | 43.530.414 $ | +10.185.746 $ | +30,5 % | 33.344.668 $ | +6.803.732 $ | +25,6 % | |||
| World Investment Advisors | 32.017.910 $ | -3.717.252 $ | -10,4 % | 35.735.162 $ | -7.453.624 $ | -17,3 % | 43.188.786 $ | +20.980.071 $ | +94,5 % | |||
| TRUST CO OF VERMONT | 43.166.906 $ | +4.657.461 $ | +12,1 % | 38.509.445 $ | +6.965.065 $ | +22,1 % | 31.544.380 $ | +5.913.848 $ | +23,1 % | |||
| SOL Capital Management CO | 43.116.000 $ | -131.000 $ | -0,3 % | |||||||||
| Gotham Asset Management, LLC | 42.836.844 $ | +17.473.257 $ | +68,9 % | 25.363.587 $ | +1.492.448 $ | +6,3 % | 23.871.139 $ | +6.197.198 $ | +35,1 % | |||
| AMARA FINANCIAL, LLC. | 42.213.440 $ | +7.498.062 $ | +21,6 % | 34.715.378 $ | -1.581.943 $ | -4,4 % | 36.297.321 $ | -148.832 $ | -0,4 % | |||
| Altura Wealth Advisors Inc. | 42.055.321 $ | +2.471.839 $ | +6,2 % | 39.583.482 $ | +7.808.993 $ | +24,6 % | 31.774.489 $ | -2.735.035 $ | -7,9 % | 34.509.524 $ | +3.804.694 $ | +12,4 % |
| Apollon Financial, LLC | 37.600.260 $ | +4.887.041 $ | +14,9 % | 32.713.219 $ | -9.157.000 $ | -21,9 % | 41.870.219 $ | +9.081.880 $ | +27,7 % | |||
| MGO ONE SEVEN LLC | 41.815.036 $ | +5.413.921 $ | +14,9 % | 36.401.115 $ | -2.669.910 $ | -6,8 % | 39.071.025 $ | +705.497 $ | +1,8 % | |||
| Keebeck Wealth Management | 41.706.590 $ | +9.672.195 $ | +30,2 % | 32.034.395 $ | -4.454.212 $ | -12,2 % | 36.488.607 $ | +531.784 $ | +1,5 % | |||
| HUB Investment Partners, LLC | 41.690.165 $ | +9.585.184 $ | +29,9 % | 32.104.981 $ | +5.389.179 $ | +20,2 % | 26.715.802 $ | +9.477.776 $ | +55,0 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 10.934.390 $ | -30.669.894 $ | -73,7 % | 41.604.284 $ | +30.606.727 $ | +278,3 % | 10.997.557 $ | |||||
| FRANKLIN TEMPLETON INC | 41.499.076 $ | +9.304.791 $ | +28,9 % | 32.194.285 $ | -2.377.740 $ | -6,9 % | 34.572.025 $ | +350.432 $ | +1,0 % | |||
| OPPENHEIMER & CO INC | 41.384.209 $ | +9.841.177 $ | +31,2 % | 31.543.032 $ | -777.549 $ | -2,4 % | 32.320.581 $ | +913.192 $ | +2,9 % | |||
| Brookstone Capital Management | 37.559.103 $ | -3.756.027 $ | -9,1 % | 41.315.130 $ | +4.086.146 $ | +11,0 % | 37.228.984 $ | +4.925.490 $ | +15,2 % | 32.303.494 $ | +2.924.425 $ | +10,0 % |
| Mokosak Advisory Group, LLC | 40.670.952 $ | +1.663.699 $ | +4,3 % | 39.007.253 $ | +9.758.096 $ | +33,4 % | 29.249.157 $ | -3.453.959 $ | -10,6 % | 32.703.116 $ | +308.415 $ | +1,0 % |
| Gateway Wealth Partners, LLC | 37.995.496 $ | -2.652.290 $ | -6,5 % | 40.647.786 $ | +33.709.804 $ | +485,9 % | 6.937.982 $ | -179.337 $ | -2,5 % | |||
| Advisory Services Network, LLC | 40.244.150 $ | +7.190.001 $ | +21,8 % | 33.054.149 $ | -3.828.443 $ | -10,4 % | 36.882.592 $ | +731.873 $ | +2,0 % | |||
| FIRST MERCHANTS CORP | 40.169.410 $ | +538.371 $ | +1,4 % | 39.631.039 $ | +12.242.738 $ | +44,7 % | 27.388.301 $ | -1.984.998 $ | -6,8 % | 29.373.299 $ | +1.500.107 $ | +5,4 % |
| TUDOR INVESTMENT CORP ET AL | 40.109.224 $ | +1.559.164 $ | +4,0 % | 38.550.060 $ | +5.122.593 $ | +15,3 % | 33.427.467 $ | +19.118.392 $ | +133,6 % | |||
| NWF Advisory Services Inc. | 39.768.832 $ | +1.968.139 $ | +5,2 % | 37.800.693 $ | +7.950.139 $ | +26,6 % | 29.850.554 $ | -2.252.369 $ | -7,0 % | 32.102.923 $ | +83.482 $ | +0,3 % |
| Smartleaf Asset Management LLC | 39.763.726 $ | +4.068.557 $ | +11,4 % | 35.695.169 $ | +2.714.845 $ | +8,2 % | 32.980.324 $ | +3.414.767 $ | +11,5 % | |||
| Modera Wealth Management, LLC | 39.703.444 $ | +4.267.907 $ | +12,0 % | 35.435.537 $ | -1.317.540 $ | -3,6 % | 36.753.077 $ | -121.272 $ | -0,3 % | |||
| DT Investment Partners, LLC | 21.845.738 $ | -13.125.175 $ | -37,5 % | 34.970.913 $ | -4.600.706 $ | -11,6 % | 39.571.619 $ | +2.148.108 $ | +5,7 % | |||
| Baker Ellis Asset Management LLC | 39.557.874 $ | +2.131.272 $ | +5,7 % | 37.426.602 $ | +7.928.449 $ | +26,9 % | 29.498.153 $ | -2.432.767 $ | -7,6 % | 31.930.920 $ | -422.637 $ | -1,3 % |
| SWAN Capital LLC | 38.500.236 $ | -912.051 $ | -2,3 % | 39.412.287 $ | +3.626.818 $ | +10,1 % | 35.785.469 $ | +865.405 $ | +2,5 % | |||
| CHOREO, LLC | 38.844.331 $ | +4.709.212 $ | +13,8 % | 34.135.119 $ | -158.111 $ | -0,5 % | 34.293.230 $ | +581.305 $ | +1,7 % | |||
| Boston Trust Walden Corp | 38.793.541 $ | +9.524.736 $ | +32,5 % | 29.268.805 $ | +3.771.208 $ | +14,8 % | 25.497.597 $ | +3.651.807 $ | +16,7 % | |||
| Raab & Moskowitz Asset Management LLC | 38.772.662 $ | +6.102.415 $ | +18,7 % | 32.670.247 $ | -3.425.539 $ | -9,5 % | 36.095.786 $ | +408.786 $ | +1,1 % | |||
| GREENWOOD GEARHART LLC | 36.334.822 $ | -2.397.292 $ | -6,2 % | 38.732.114 $ | +2.295.083 $ | +6,3 % | 36.437.031 $ | +1.559.986 $ | +4,5 % | |||
| LifeGuide Financial Advisors, LLC | 38.576.329 $ | +669.846 $ | +1,8 % | 37.906.483 $ | +6.389.692 $ | +20,3 % | 31.516.791 $ | -290.070 $ | -0,9 % | 31.806.861 $ | +3.623.537 $ | +12,9 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 23.232.000 $ | -7.739.000 $ | -25,0 % | 30.971.000 $ | -7.565.000 $ | -19,6 % | 38.536.000 $ | +33.576.000 $ | +676,9 % | |||
| Mirae Asset Global Investments Co., Ltd. | 38.362.968 $ | +10.365.086 $ | +37,0 % | 27.997.882 $ | -1.886.683 $ | -6,3 % | ||||||
| Wealth Group Ltd | 38.358.922 $ | +2.404.635 $ | +6,7 % | 35.954.287 $ | +9.177.332 $ | +34,3 % | 26.776.955 $ | -1.469.404 $ | -5,2 % | 28.246.359 $ | -1.584.782 $ | -5,3 % |
| Blackston Financial Advisory Group, LLC | 38.323.842 $ | +4.064.188 $ | +11,9 % | 34.259.654 $ | -1.588.793 $ | -4,4 % | 35.848.447 $ | -523.159 $ | -1,4 % | |||
| Sigma Planning Corp | 37.959.670 $ | +6.469.557 $ | +20,5 % | 31.490.113 $ | -469.451 $ | -1,5 % | 31.959.564 $ | -1.458.001 $ | -4,4 % | |||
| FIL Ltd | 36.730.169 $ | +11.930.409 $ | +48,1 % | 24.799.760 $ | -13.088.238 $ | -34,5 % | 37.887.998 $ | -9.881.659 $ | -20,7 % | |||
| Orion Porfolio Solutions, LLC | 17.408.966 $ | -2.985.924 $ | -14,6 % | 20.394.890 $ | -17.421.153 $ | -46,1 % | 37.816.043 $ | -1.270.691 $ | -3,3 % | |||
| Capital Planning LLC | 37.662.764 $ | +705.461 $ | +1,9 % | 36.957.303 $ | +5.725.946 $ | +18,3 % | 31.231.357 $ | +358.726 $ | +1,2 % | 30.872.631 $ | +819.871 $ | +2,7 % |
| Wealthspire Retirement, LLC | 37.277.222 $ | +4.292.836 $ | +13,0 % | 32.984.386 $ | -473.773 $ | -1,4 % | 33.458.159 $ | +111.447 $ | +0,3 % | |||
| Allworth Financial LP | 37.141.111 $ | +5.379.159 $ | +16,9 % | 31.761.952 $ | -919.955 $ | -2,8 % | 32.681.907 $ | -779.419 $ | -2,3 % | |||
| NATIXIS ADVISORS, LLC | 37.080.000 $ | +25.006.000 $ | +207,1 % | 12.074.000 $ | -15.113.000 $ | -55,6 % | 27.187.000 $ | -23.000 $ | -0,1 % | |||
| Zhang Financial LLC | 37.052.354 $ | +9.799.935 $ | +36,0 % | 27.252.419 $ | -1.704.319 $ | -5,9 % | 28.956.738 $ | +1.333.027 $ | +4,8 % | |||
| Wiser Wealth Management, Inc | 36.987.926 $ | +571.638 $ | +1,6 % | 36.416.288 $ | +9.371.391 $ | +34,7 % | 27.044.897 $ | -836.536 $ | -3,0 % | 27.881.433 $ | -29.702 $ | -0,1 % |
| TrueWealth Financial Partners | 36.489.025 $ | -473.476 $ | -1,3 % | 36.962.501 $ | +7.452.734 $ | +25,3 % | ||||||
| Auto-Owners Insurance Co | 29.632.233 $ | -2.366.124 $ | -7,4 % | 31.998.357 $ | -1.278.162 $ | -3,8 % | 33.276.519 $ | -3.443.805 $ | -9,4 % | 36.720.324 $ | +4.812.351 $ | +15,1 % |
| Sheridan Capital Management, LLC | 36.677.811 $ | +6.472.741 $ | +21,4 % | 30.205.070 $ | +441.628 $ | +1,5 % | 29.763.442 $ | +1.854.401 $ | +6,6 % | |||
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 36.672.471 $ | +36.547.627 $ | +29.274,6 % | 124.844 $ | -6.625 $ | -5,0 % | 131.469 $ | +3.248 $ | +2,5 % | |||
| Braeburn Wealth Management LLC | 36.649.791 $ | +2.057.845 $ | +5,9 % | 34.591.946 $ | +5.323.113 $ | +18,2 % | 29.268.833 $ | +3.399.507 $ | +13,1 % | 25.869.326 $ | ||
| Snowden Capital Advisors LLC | 36.600.027 $ | +8.221.376 $ | +29,0 % | 28.378.651 $ | -2.187.196 $ | -7,2 % | 30.565.847 $ | +973.118 $ | +3,3 % | |||
| Atlas Legacy Advisors, LLC | 36.182.877 $ | +6.896.396 $ | +23,5 % | 29.286.481 $ | -674.838 $ | -2,3 % | 29.961.319 $ | +3.248.651 $ | +12,2 % | |||
| BRANDYWINE OAK PRIVATE WEALTH LLC | 35.942.280 $ | +7.742.844 $ | +27,5 % | 28.199.436 $ | -2.122.599 $ | -7,0 % | 30.322.035 $ | +440.042 $ | +1,5 % | |||
| Penserra Capital Management LLC | 35.800.000 $ | +18.427.000 $ | +106,1 % | 17.373.000 $ | ||||||||
| FIRST FINANCIAL CORP /IN/ | 35.542.940 $ | +67.141 $ | +0,2 % | 35.475.799 $ | +5.054.565 $ | +16,6 % | 30.421.234 $ | -2.964.513 $ | -8,9 % | 33.385.747 $ | +629.054 $ | +1,9 % |
| XML Financial, LLC | 35.487.154 $ | +9.732.789 $ | +37,8 % | 25.754.365 $ | -1.785.453 $ | -6,5 % | 27.539.818 $ | -175.563 $ | -0,6 % | |||
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 35.066.216 $ | -418.637 $ | -1,2 % | 35.484.853 $ | +1.169.751 $ | +3,4 % | 34.315.102 $ | |||||
| RWA WEALTH PARTNERS, LLC | 35.461.339 $ | +7.578.733 $ | +27,2 % | 27.882.606 $ | -1.096.379 $ | -3,8 % | 28.978.985 $ | -501.417 $ | -1,7 % | |||
| BARINGS LLC | 30.639.728 $ | -4.777.994 $ | -13,5 % | 35.417.722 $ | +13.220.543 $ | +59,6 % | 22.197.179 $ | -6.610.785 $ | -22,9 % | 28.807.964 $ | +17.301.649 $ | +150,4 % |
| Kingsview Wealth Management, LLC | 35.285.144 $ | +7.016.374 $ | +24,8 % | 28.268.770 $ | -966.326 $ | -3,3 % | 29.235.096 $ | +2.735.147 $ | +10,3 % | |||
| Perigon Wealth Management, LLC | 35.152.311 $ | +623.284 $ | +1,8 % | 34.529.027 $ | +7.173.791 $ | +26,2 % | 27.355.236 $ | |||||
| Marmo Financial Group, LLC | 34.325.828 $ | -676.212 $ | -1,9 % | 35.002.040 $ | +865.900 $ | +2,5 % | ||||||
| Cedar Mountain Advisors, LLC | 34.639.980 $ | -296.014 $ | -0,8 % | 34.935.994 $ | +3.219.873 $ | +10,2 % | 31.716.121 $ | -2.862.450 $ | -8,3 % | 34.578.571 $ | +2.465.218 $ | +7,7 % |
| FLOW TRADERS U.S. LLC | 10.503.000 $ | -24.427.000 $ | -69,9 % | 34.930.000 $ | +15.594.000 $ | +80,6 % | 19.336.000 $ | +17.413.000 $ | +905,5 % | |||
| Cornerstone Advisory, LLC | 34.924.885 $ | +8.611.869 $ | +32,7 % | 26.313.016 $ | +433.896 $ | +1,7 % | 25.879.120 $ | +190.104 $ | +0,7 % | |||
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 34.882.312 $ | +1.718.095 $ | +5,2 % | 33.164.217 $ | +2.243.853 $ | +7,3 % | 30.920.364 $ | +2.982.366 $ | +10,7 % | |||
| CWM, LLC | 34.763.904 $ | +2.311.904 $ | +7,1 % | 32.452.000 $ | +12.941.000 $ | +66,3 % | ||||||
| SageView Advisory Group, LLC | 34.729.418 $ | +3.892.642 $ | +12,6 % | 30.836.776 $ | -1.962.279 $ | -6,0 % | 32.799.055 $ | +1.078.151 $ | +3,4 % | |||
| CALTON & ASSOCIATES, INC. | 25.988.252 $ | -6.139.097 $ | -19,1 % | 32.127.349 $ | -2.330.713 $ | -6,8 % | 34.458.062 $ | -250.469 $ | -0,7 % | |||
| Integrated Capital Management, LLC | 34.360.726 $ | +4.475.648 $ | +15,0 % | 29.885.078 $ | +1.498.124 $ | +5,3 % | 28.386.954 $ | +1.128.214 $ | +4,1 % | |||
| Wealthspire Advisors, LLC | 34.220.662 $ | +5.073.959 $ | +17,4 % | 29.146.703 $ | +866.122 $ | +3,1 % | 28.280.581 $ | -612.943 $ | -2,1 % | |||
| Sharper & Granite LLC | 34.187.720 $ | +2.196.067 $ | +6,9 % | 31.991.653 $ | -183.244 $ | -0,6 % | 32.174.897 $ | +715.822 $ | +2,3 % | |||
| SIMON QUICK ADVISORS, LLC | 34.184.554 $ | +6.613.789 $ | +24,0 % | 27.570.765 $ | -293.069 $ | -1,1 % | 27.863.834 $ | -892.715 $ | -3,1 % | |||
| CENTAURUS FINANCIAL, INC. | 32.412.000 $ | +456.000 $ | +1,4 % | 31.956.000 $ | -1.777.000 $ | -5,3 % | 33.733.000 $ | +1.323.000 $ | +4,1 % | |||
| ALPS ADVISORS INC | 33.520.083 $ | +12.173.656 $ | +57,0 % | 21.346.427 $ | -1.812.034 $ | -7,8 % | 23.158.461 $ | +242.654 $ | +1,1 % | |||
| PENOBSCOT WEALTH MANAGEMENT | 33.378.372 $ | +2.165.046 $ | +6,9 % | 31.213.326 $ | +5.069.196 $ | +19,4 % | 26.144.130 $ | -2.363.515 $ | -8,3 % | 28.507.645 $ | +1.259.797 $ | +4,6 % |
| BESSEMER GROUP INC | 33.335.000 $ | +20.774.000 $ | +165,4 % | 12.561.000 $ | +3.459.000 $ | +38,0 % | 9.102.000 $ | -3.252.000 $ | -26,3 % | |||
| Summit Financial, LLC | 33.283.223 $ | +9.340.385 $ | +39,0 % | 23.942.838 $ | -5.886.676 $ | -19,7 % | 29.829.514 $ | -474.159 $ | -1,6 % | |||
| SOUTHERN CAPITAL SERVICES INC /ADV | 31.820.943 $ | -1.367.007 $ | -4,1 % | 33.187.950 $ | +4.522.597 $ | +15,8 % | 28.665.353 $ | -1.444.234 $ | -4,8 % | 30.109.587 $ | ||
| Shah Wealth Advisors, LLC | 33.156.597 $ | |||||||||||
| Tranquilli Financial Advisor LLC | 27.796.664 $ | +3.724.494 $ | +15,5 % | 24.072.170 $ | -9.071.126 $ | -27,4 % | 33.143.296 $ | +1.905.988 $ | +6,1 % | |||
| Financial Perspectives, Inc | 33.127.796 $ | +7.382.751 $ | +28,7 % | 25.745.045 $ | -995.089 $ | -3,7 % | 26.740.134 $ | +486.571 $ | +1,9 % | |||
| SCOTIA CAPITAL INC. | 33.095.679 $ | +4.463.301 $ | +15,6 % | 28.632.378 $ | -4.290.136 $ | -13,0 % | 32.922.514 $ | +1.324.840 $ | +4,2 % | |||
| Fingerlakes Wealth Management, Inc. | 33.032.572 $ | +6.993.082 $ | +26,9 % | 26.039.490 $ | -1.561.555 $ | -5,7 % | 27.601.045 $ | +648.150 $ | +2,4 % | |||
| Enclave Advisors LLC | 33.022.136 $ | +129.531 $ | +0,4 % | 32.892.605 $ | +6.226.364 $ | +23,3 % | 26.666.241 $ | -2.826.832 $ | -9,6 % | 29.493.073 $ | -155.415 $ | -0,5 % |
| NATIONAL BANK OF CANADA /FI/ | 7.802.220 $ | -25.184.880 $ | -76,3 % | 32.987.100 $ | +24.405.637 $ | +284,4 % | 8.581.463 $ | +31.399 $ | +0,4 % | |||
| McIlrath & Eck, LLC | 32.980.325 $ | +32.584.737 $ | +8.237,0 % | |||||||||
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 32.959.524 $ | +10.843.059 $ | +49,0 % | 22.116.465 $ | -1.675 $ | -0,0 % | 22.118.140 $ | +1.656.630 $ | +8,1 % | |||
| AE Wealth Management LLC | 32.896.658 $ | +8.606.465 $ | +35,4 % | 24.290.193 $ | -7.942.700 $ | -24,6 % | 32.232.893 $ | +5.538.634 $ | +20,7 % | |||
| Morningstar Investment Management LLC | 32.365.735 $ | +0 $ | +0,0 % | 32.365.735 $ | +19.082.735 $ | +143,7 % | 13.283.000 $ | -81.000 $ | -0,6 % | |||
| Mosley Wealth Management | 32.341.184 $ | +3.225.071 $ | +11,1 % | 29.116.113 $ | +25.663.003 $ | +743,2 % | 3.453.110 $ | -223.467 $ | -6,1 % | 3.676.577 $ | ||
| New England Private Wealth Advisors LLC | 32.252.627 $ | +1.928.031 $ | +6,4 % | 30.324.596 $ | +2.423.268 $ | +8,7 % | 27.901.328 $ | -614.597 $ | -2,2 % | 28.515.925 $ | +1.979.628 $ | +7,5 % |
| FIFTH THIRD SECURITIES, INC. | 32.064.397 $ | +4.008.922 $ | +14,3 % | 28.055.475 $ | +3.695.394 $ | +15,2 % | 24.360.081 $ | -484.569 $ | -2,0 % | 24.844.650 $ | -429.182 $ | -1,7 % |
| Wall Street Financial Group, Inc. | 32.016.799 $ | +7.923.313 $ | +32,9 % | 24.093.486 $ | -3.385.907 $ | -12,3 % | 27.479.393 $ | +191.685 $ | +0,7 % | |||
| Financial Freedom, LLC | 32.008.904 $ | +3.093.116 $ | +10,7 % | 28.915.788 $ | -2.780.484 $ | -8,8 % | 31.696.272 $ | -629.032 $ | -1,9 % | |||
| Breakwater Capital Group | 31.945.945 $ | +886.423 $ | +2,9 % | 31.059.522 $ | +4.261.719 $ | +15,9 % | 26.797.803 $ | +1.681.203 $ | +6,7 % | 25.116.600 $ | +3.011.689 $ | +13,6 % |
| REDSTONE WEALTH MANAGEMENT, LLC | 31.824.393 $ | +1.779.250 $ | +5,9 % | 30.045.143 $ | +5.602.969 $ | +22,9 % | 24.442.174 $ | -438.390 $ | -1,8 % | 24.880.564 $ | ||
| Mutual Advisors, LLC | 31.811.162 $ | +5.156.445 $ | +19,3 % | 26.654.717 $ | -1.920.609 $ | -6,7 % | 28.575.326 $ | -4.522.174 $ | -13,7 % | |||
| CoreCap Advisors, LLC | 31.684.928 $ | +1.233.752 $ | +4,1 % | 30.451.176 $ | +6.037.989 $ | +24,7 % | 24.413.187 $ | -336.981 $ | -1,4 % | 24.750.168 $ | -1.539.371 $ | -5,9 % |
| Advisors Capital Management, LLC | 31.654.780 $ | +3.415.958 $ | +12,1 % | 28.238.822 $ | -990.857 $ | -3,4 % | 29.229.679 $ | +1.037.458 $ | +3,7 % | |||
| Savvy Advisors, Inc. | 31.602.235 $ | +5.909.934 $ | +23,0 % | 25.692.301 $ | +2.986.648 $ | +13,2 % | 22.705.653 $ | +2.243.391 $ | +11,0 % | |||
| MARSHALL WACE, LLP | 21.383.171 $ | -10.136.027 $ | -32,2 % | 31.519.198 $ | +21.318.296 $ | +209,0 % | 10.200.902 $ | +3.654.257 $ | +55,8 % | |||
| Trinity Legacy Partners, LLC | 31.378.359 $ | +2.093.334 $ | +7,1 % | 29.285.025 $ | +1.163.174 $ | +4,1 % | 28.121.851 $ | +642.323 $ | +2,3 % | |||
| Capital Advisors Wealth Management, LLC | 31.194.486 $ | +1.653.057 $ | +5,6 % | 29.541.429 $ | +8.239.641 $ | +38,7 % | 21.301.788 $ | -7.192.147 $ | -25,2 % | 28.493.935 $ | +226.852 $ | +0,8 % |
| Graney & King, LLC | 31.183.600 $ | +4.392.597 $ | +16,4 % | 26.791.003 $ | +1.950.099 $ | +7,9 % | 24.840.904 $ | +1.719.991 $ | +7,4 % | |||
| BBR PARTNERS, LLC | 31.107.993 $ | +8.276.990 $ | +36,3 % | 22.831.003 $ | -2.974.555 $ | -11,5 % | 25.805.558 $ | -1.677.734 $ | -6,1 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 31.038.336 $ | +5.867.311 $ | +23,3 % | 25.171.025 $ | -1.618.651 $ | -6,0 % | 26.789.676 $ | +1.408.532 $ | +5,5 % | |||
| Markowski Investments | 31.031.993 $ | |||||||||||
| Composition Wealth, LLC | 31.027.857 $ | +5.172.106 $ | +20,0 % | 25.855.751 $ | -2.056.560 $ | -7,4 % | 27.912.311 $ | +1.691.823 $ | +6,5 % | |||
| LOWE BROCKENBROUGH & CO INC | 30.981.472 $ | +7.374.166 $ | +31,2 % | 23.607.306 $ | -1.198.375 $ | -4,8 % | 24.805.681 $ | -102.895 $ | -0,4 % | |||
| Evelyn Partners Group Ltd | 30.913.530 $ | |||||||||||
| Human Investing LLC | 30.885.250 $ | +475.071 $ | +1,6 % | 30.410.179 $ | +3.673.134 $ | +13,7 % | 26.737.045 $ | -537.019 $ | -2,0 % | 27.274.064 $ | +792.432 $ | +3,0 % |
| Focused Wealth Management, Inc | 30.864.432 $ | +6.291.011 $ | +25,6 % | 24.573.421 $ | -2.952.910 $ | -10,7 % | 27.526.331 $ | +497.817 $ | +1,8 % | |||
| Caprock Group, LLC | 30.711.299 $ | +6.622.482 $ | +27,5 % | 24.088.817 $ | -3.986.487 $ | -14,2 % | 28.075.304 $ | +918.211 $ | +3,4 % | |||
| Parallel Advisors, LLC | 30.660.031 $ | +3.571.133 $ | +13,2 % | 27.088.898 $ | -1.909.278 $ | -6,6 % | 28.998.176 $ | +253.361 $ | +0,9 % | |||
| Financial Connections Group, Inc. | 28.308.000 $ | -2.060.000 $ | -6,8 % | 30.368.000 $ | +1.091.000 $ | +3,7 % | ||||||
| Bison Wealth, LLC | 30.328.202 $ | +1.682.161 $ | +5,9 % | 28.646.041 $ | +2.107.079 $ | +7,9 % | 26.538.962 $ | +2.949.564 $ | +12,5 % | 23.589.398 $ | -2.804.887 $ | -10,6 % |
| Banco Santander, S.A. | 30.322.869 $ | +5.526.748 $ | +22,3 % | 24.796.121 $ | +7.008.062 $ | +39,4 % | 17.788.059 $ | +11.836.989 $ | +198,9 % | |||
| Vestmark Advisory Solutions, Inc. | 30.177.089 $ | +5.087.608 $ | +20,3 % | 25.089.481 $ | +3.139.959 $ | +14,3 % | 21.949.522 $ | +1.466.903 $ | +7,2 % | |||
| Sound View Wealth Advisors Group, LLC | 30.119.634 $ | +6.756.164 $ | +28,9 % | 23.363.470 $ | -1.717.768 $ | -6,8 % | 25.081.238 $ | -155.419 $ | -0,6 % | |||
| Nan Shan Life Insurance Co., Ltd. | 29.431.724 $ | -315.287 $ | -1,1 % | 29.747.011 $ | +854.220 $ | +3,0 % | ||||||
| Clarity Financial LLC | 27.683.174 $ | +4.392.217 $ | +18,9 % | 23.290.957 $ | -6.417.687 $ | -21,6 % | 29.708.644 $ | +1.167.702 $ | +4,1 % | |||
| Erickson Financial Group, LLC | 28.171.639 $ | +973.363 $ | +3,6 % | 27.198.276 $ | -2.499.700 $ | -8,4 % | 29.697.976 $ | -277.887 $ | -0,9 % | |||
| CHAI TRUST CO LLC | 29.596.656 $ | +2.715.231 $ | +10,1 % | 26.881.425 $ | -1.984.345 $ | -6,9 % | 28.865.770 $ | +2.224.432 $ | +8,3 % | |||
| Orgel Wealth Management, LLC | 29.461.614 $ | +256.278 $ | +0,9 % | 29.205.336 $ | +4.651.837 $ | +18,9 % | 24.553.499 $ | +2.918.349 $ | +13,5 % | 21.635.150 $ | +818.586 $ | +3,9 % |
| SALEM INVESTMENT COUNSELORS INC | 28.925.226 $ | +910.226 $ | +3,2 % | 28.015.000 $ | +3.975.443 $ | +16,5 % | 24.039.557 $ | -2.009.221 $ | -7,7 % | 26.048.778 $ | +934.302 $ | +3,7 % |
| ALTFEST L J & CO INC | 28.920.989 $ | +22.590.730 $ | +356,9 % | 6.330.259 $ | -2.282.713 $ | -26,5 % | 8.612.972 $ | -904.014 $ | -9,5 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 28.902.933 $ | +5.914.788 $ | +25,7 % | 22.988.145 $ | +3.955.142 $ | +20,8 % | 19.033.003 $ | +9.007.891 $ | +89,9 % | 10.025.112 $ | +3.802.998 $ | +61,1 % |
| Diversify Advisory Services, LLC | 28.902.933 $ | +5.914.788 $ | +25,7 % | 22.988.145 $ | +14.596.632 $ | +173,9 % | 8.391.513 $ | +779.785 $ | +10,2 % | |||
| Point72 Asset Management, L.P. | 6.362.763 $ | -22.307.045 $ | -77,8 % | 28.669.808 $ | +22.301.080 $ | +350,2 % | 6.368.728 $ | |||||
| BOKF, NA | 28.657.228 $ | +4.420.176 $ | +18,2 % | 24.237.052 $ | -1.832.336 $ | -7,0 % | 26.069.388 $ | +773.780 $ | +3,1 % | |||
| Adaptive Financial Consulting, LLC | 28.591.725 $ | +3.170.839 $ | +12,5 % | 25.420.886 $ | -894.483 $ | -3,4 % | 26.315.369 $ | +1.711.998 $ | +7,0 % | |||
| Olde Wealth Management, LLC | 28.509.000 $ | +5.080.000 $ | +21,7 % | 23.429.000 $ | -1.678.000 $ | -6,7 % | 25.107.000 $ | -44.000 $ | -0,2 % | |||
| Kinloch Capital, LLC | 28.268.153 $ | +12.395.986 $ | +78,1 % | 15.872.167 $ | -12.628.069 $ | -44,3 % | 28.500.236 $ | +142.696 $ | +0,5 % | |||
| WealthShield Partners, LLC | 27.334.394 $ | +888.918 $ | +3,4 % | 26.445.476 $ | -2.050.991 $ | -7,2 % | 28.496.467 $ | +330.537 $ | +1,2 % | |||
| TIFF ADVISORY SERVICES, LLC | 28.493.574 $ | +480.265 $ | +1,7 % | |||||||||
| Axiom Financial Strategies, LLC | 28.353.161 $ | +782.047 $ | +2,8 % | |||||||||
| Ayalon Insurance Comp Ltd. | 28.082.000 $ | +450.000 $ | +1,6 % | 27.632.000 $ | +2.550.000 $ | +10,2 % | 25.082.000 $ | +4.247.000 $ | +20,4 % | 20.835.000 $ | +372.000 $ | +1,8 % |
| D. E. Shaw & Co., Inc. | 28.065.932 $ | +27.577.127 $ | +5.641,7 % | 488.805 $ | -247.659 $ | -33,6 % | 736.464 $ | -6.557.806 $ | -89,9 % | |||
| GTS SECURITIES LLC | 5.718.556 $ | -10.375.051 $ | -64,5 % | 16.093.607 $ | -11.870.640 $ | -42,4 % | 27.964.247 $ | +19.641.944 $ | +236,0 % | |||
| Hobart Private Capital, LLC | 27.831.093 $ | +147.424 $ | +0,5 % | 27.683.669 $ | +4.830.134 $ | +21,1 % | 22.853.535 $ | -2.405.128 $ | -9,5 % | 25.258.663 $ | -272.453 $ | -1,1 % |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 27.708.087 $ | +7.592.209 $ | +37,7 % | 20.115.878 $ | -874.269 $ | -4,2 % | 20.990.147 $ | +1.139.161 $ | +5,7 % | |||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 27.534.027 $ | +1.762.773 $ | +6,8 % | 25.771.254 $ | +3.151.915 $ | +13,9 % | 22.619.339 $ | +1.626.375 $ | +7,7 % | |||
| Certified Advisory Corp | 27.518.627 $ | +4.754.841 $ | +20,9 % | 22.763.786 $ | -528.342 $ | -2,3 % | 23.292.128 $ | -710.101 $ | -3,0 % | |||
| ST GERMAIN D J CO INC | 27.288.228 $ | +3.637.170 $ | +15,4 % | 23.651.058 $ | -60.334 $ | -0,3 % | 23.711.392 $ | +6.271.291 $ | +36,0 % | |||
| Principle Wealth Partners LLC | 27.245.226 $ | +5.180.632 $ | +23,5 % | 22.064.594 $ | -981.780 $ | -4,3 % | 23.046.374 $ | +5.497 $ | +0,0 % | |||
| Colter Lewis Investment Partners LLC | 27.235.657 $ | +25.583.629 $ | +1.548,6 % | 1.652.028 $ | -54.382 $ | -3,2 % | 1.706.410 $ | |||||
| Pacific Center for Financial Services | 27.159.890 $ | +10.776.633 $ | +65,8 % | 16.383.257 $ | +2.443.723 $ | +17,5 % | 13.939.534 $ | -1.495.857 $ | -9,7 % | 15.435.391 $ | +0 $ | +0,0 % |
| FIRST MANHATTAN CO. LLC. | 2.447.547 $ | -23.116.102 $ | -90,4 % | 25.563.649 $ | -1.562.671 $ | -5,8 % | 27.126.320 $ | +2.490.759 $ | +10,1 % | |||
| U.S. Capital Wealth Advisors, LLC | 26.625.918 $ | -499.238 $ | -1,8 % | 27.125.156 $ | +2.477.215 $ | +10,1 % | ||||||
| Western Wealth Management, LLC | 27.099.529 $ | +14.856.029 $ | +121,3 % | 12.243.500 $ | -8.804.496 $ | -41,8 % | 21.047.996 $ | +4.988.915 $ | +31,1 % | |||
| Cedar Wealth Management, LLC | 27.056.435 $ | +4.114.989 $ | +17,9 % | 22.941.446 $ | -1.787.663 $ | -7,2 % | 24.729.109 $ | +490.323 $ | +2,0 % | |||
| ALLSTREET CAPITAL ADVISORS LLC | 26.935.747 $ | +4.434.349 $ | +19,7 % | 22.501.398 $ | -1.265.018 $ | -5,3 % | 23.766.416 $ | |||||
| DAVENPORT & Co LLC | 26.751.667 $ | +7.308.127 $ | +37,6 % | 19.443.540 $ | +8.996.214 $ | +86,1 % | 10.447.326 $ | -1.105.743 $ | -9,6 % | 11.553.069 $ | +440.785 $ | +4,0 % |
| Quaker Wealth Management, LLC | 26.650.288 $ | +1.777.494 $ | +7,1 % | 24.872.794 $ | +3.938.485 $ | +18,8 % | 20.934.309 $ | -999.329 $ | -4,6 % | 21.933.638 $ | +776.629 $ | +3,7 % |
| Triangle Securities Wealth Management | 26.604.750 $ | +324.325 $ | +1,2 % | 26.280.425 $ | +5.533.148 $ | +26,7 % | 20.747.277 $ | -1.928.324 $ | -8,5 % | 22.675.601 $ | +31.591 $ | +0,1 % |
| WELCH CAPITAL PARTNERS LLC/NY | 26.113.000 $ | +7.058.000 $ | +37,0 % | 19.055.000 $ | -1.531.000 $ | -7,4 % | 20.586.000 $ | +196.000 $ | +1,0 % | |||
| Estate Counselors, LLC | 11.951.681 $ | -2.408.736 $ | -16,8 % | 14.360.417 $ | -11.742.756 $ | -45,0 % | 26.103.173 $ | +4.597.495 $ | +21,4 % | |||
| IFG Advisory, LLC | 26.047.891 $ | +25.745.791 $ | +8.522,3 % | 302.100 $ | -18.456.961 $ | -98,4 % | 18.759.061 $ | -86.017 $ | -0,5 % | |||
| Gemmer Asset Management LLC | 25.674.769 $ | +805.200 $ | +3,2 % | 24.869.569 $ | +3.548.442 $ | +16,6 % | 21.321.127 $ | -658.388 $ | -3,0 % | 21.979.515 $ | +2.139.763 $ | +10,8 % |
| One Day In July LLC | 25.497.127 $ | +3.705.916 $ | +17,0 % | 21.791.211 $ | -105.829 $ | -0,5 % | 21.897.040 $ | -491.069 $ | -2,2 % | |||
| Pioneer Family Office, LLC | 25.395.812 $ | +8.005.149 $ | +46,0 % | 17.390.663 $ | +5.128.217 $ | +41,8 % | 12.262.446 $ | |||||
| KWMG, LLC | 25.367.617 $ | +1.333.000 $ | +5,5 % | 24.034.617 $ | +6.471.651 $ | +36,8 % | 17.562.966 $ | -1.589.448 $ | -8,3 % | 19.152.414 $ | -815.789 $ | -4,1 % |
| Focus Financial Network, Inc. | 24.669.817 $ | -643.967 $ | -2,5 % | 25.313.784 $ | +1.572.744 $ | +6,6 % | 23.741.040 $ | -1.593.185 $ | -6,3 % | 25.334.225 $ | +2.123.175 $ | +9,1 % |
| Freestone Capital Holdings, LLC | 25.307.642 $ | +13.800.026 $ | +119,9 % | 11.507.616 $ | -263.103 $ | -2,2 % | 11.770.719 $ | -236.308 $ | -2,0 % | |||
| Diversified Portfolios, Inc. | 25.289.545 $ | +1.696.373 $ | +7,2 % | 23.593.172 $ | -1.188.532 $ | -4,8 % | 24.781.704 $ | +217.811 $ | +0,9 % | |||
| Allspring Global Investments Holdings, LLC | 25.268.732 $ | +8.136.744 $ | +47,5 % | 17.131.988 $ | -1.254.501 $ | -6,8 % | 18.386.489 $ | +3.567.943 $ | +24,1 % | |||
| Soundwatch Capital LLC | 25.244.709 $ | +20.060.779 $ | +387,0 % | 5.183.930 $ | -627.500 $ | -10,8 % | 5.811.430 $ | +422.047 $ | +7,8 % | |||
| JMAC ENTERPRISES LLC | 25.236.284 $ | +5.206.829 $ | +26,0 % | 20.029.455 $ | -1.200.864 $ | -5,7 % | 21.230.319 $ | +867.053 $ | +4,3 % | |||
| EVOKE WEALTH, LLC | 24.113.374 $ | -1.023.527 $ | -4,1 % | 25.136.901 $ | -755.885 $ | -2,9 % | ||||||
| Joule Financial, LLC | 25.070.588 $ | +2.072.519 $ | +9,0 % | 22.998.069 $ | -49.230 $ | -0,2 % | 23.047.299 $ | -344.032 $ | -1,5 % | |||
| KTF INVESTMENTS, LLC | 25.063.075 $ | +4.691.532 $ | +23,0 % | 20.371.543 $ | -2.241.476 $ | -9,9 % | 22.613.019 $ | |||||
| Pachira Investments Inc. | 24.942.479 $ | +3.304.114 $ | +15,3 % | 21.638.365 $ | +4.575.526 $ | +26,8 % | 17.062.839 $ | +2.936.309 $ | +20,8 % | 14.126.530 $ | +3.924.960 $ | +38,5 % |
| CIBC Private Wealth Group LLC | 24.892.509 $ | +1.938.264 $ | +8,4 % | |||||||||
| POTOMAC FUND MANAGEMENT INC /ADV | 24.809.263 $ | +1.839.121 $ | +8,0 % | 22.970.142 $ | ||||||||
| DAYMARK WEALTH PARTNERS, LLC | 24.759.502 $ | +17.603.471 $ | +246,0 % | 7.156.031 $ | -1.246.830 $ | -14,8 % | 8.402.861 $ | -343.663 $ | -3,9 % | |||
| Chevy Chase Trust Holdings, LLC | 14.389.011 $ | -966.386 $ | -6,3 % | 15.355.397 $ | -9.300.613 $ | -37,7 % | 24.656.010 $ | +10.539.765 $ | +74,7 % | |||
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 24.639.627 $ | +16.918.764 $ | +219,1 % | 7.720.863 $ | +311.825 $ | +4,2 % | 7.409.038 $ | -169.388 $ | -2,2 % | |||
| Gladstone Institutional Advisory LLC | 24.597.702 $ | +4.586.248 $ | +22,9 % | 20.011.454 $ | +232.594 $ | +1,2 % | 19.778.860 $ | +572.009 $ | +3,0 % | |||
| Wedmont Private Capital | 24.584.187 $ | +4.759.225 $ | +24,0 % | 19.824.962 $ | +4.473.883 $ | +29,1 % | 15.351.079 $ | +30.287 $ | +0,2 % | 15.320.792 $ | +4.243.263 $ | +38,3 % |
| Farrell Financial LLC | 24.492.014 $ | +464.568 $ | +1,9 % | 24.027.446 $ | +3.163.725 $ | +15,2 % | 20.863.721 $ | -856.735 $ | -3,9 % | 21.720.456 $ | +2.277.229 $ | +11,7 % |
| Tower Research Capital LLC (TRC) | 21.478.458 $ | +1.552.246 $ | +7,8 % | 19.926.212 $ | -4.546.466 $ | -18,6 % | 24.472.678 $ | +17.694.478 $ | +261,0 % | |||
| Dorsey & Whitney Trust CO LLC | 24.385.725 $ | +4.633.872 $ | +23,5 % | 19.751.853 $ | -543.481 $ | -2,7 % | 20.295.334 $ | +111.138 $ | +0,6 % | |||
| TFB Advisors LLC | 17.272.058 $ | +2.292.220 $ | +15,3 % | 14.979.838 $ | -9.405.841 $ | -38,6 % | 24.385.679 $ | +402.911 $ | +1,7 % | |||
| Dundas Partners LLP | 24.245.758 $ | |||||||||||
| THEORY FINANCIAL LLC | 12.541.476 $ | +2.515.436 $ | +25,1 % | 10.026.040 $ | -14.195.016 $ | -58,6 % | 24.221.056 $ | +712.020 $ | +3,0 % | |||
| Haverford Trust Co | 24.058.171 $ | +4.563.773 $ | +23,4 % | 19.494.398 $ | -1.476.295 $ | -7,0 % | 20.970.693 $ | -684.952 $ | -3,2 % | |||
| Quadcap Wealth Management, LLC | 24.053.250 $ | +4.781.115 $ | +24,8 % | 19.272.135 $ | -1.311.849 $ | -6,4 % | 20.583.984 $ | +213.040 $ | +1,0 % | |||
| AllGen Financial Advisors, Inc. | 23.938.453 $ | +2.670.950 $ | +12,6 % | 21.267.503 $ | -1.775.387 $ | -7,7 % | 23.042.890 $ | +1.394.518 $ | +6,4 % | |||
| CIBC WORLD MARKET INC. | 23.743.493 $ | +12.509.536 $ | +111,4 % | 11.233.957 $ | -6.147.619 $ | -35,4 % | 17.381.576 $ | +996.799 $ | +6,1 % | |||
| Curi Capital, LLC | 23.684.392 $ | +7.016.540 $ | +42,1 % | 16.667.852 $ | -1.404.594 $ | -7,8 % | 18.072.446 $ | -1.718.602 $ | -8,7 % | |||
| Asset One Wealth Management LLC | 19.389.349 $ | +2.676.351 $ | +16,0 % | 16.712.998 $ | -6.821.388 $ | -29,0 % | 23.534.386 $ | |||||
| First PREMIER Bank | 23.472.000 $ | +677.000 $ | +3,0 % | 22.795.000 $ | +4.775.000 $ | +26,5 % | 18.020.000 $ | -1.615.000 $ | -8,2 % | 19.635.000 $ | -727.000 $ | -3,6 % |
| Neuberger Berman Group LLC | 20.672.391 $ | +2.012.858 $ | +10,8 % | 18.659.533 $ | -4.722.340 $ | -20,2 % | 23.381.873 $ | -2.759.034 $ | -10,6 % | |||
| Joel Isaacson & Co., LLC | 23.360.234 $ | +4.524.188 $ | +24,0 % | 18.836.046 $ | -979.568 $ | -4,9 % | 19.815.614 $ | +352.685 $ | +1,8 % | |||
| PRUDENTIAL PLC | 9.179.607 $ | -14.163.489 $ | -60,7 % | 23.343.096 $ | ||||||||
| VCU Investment Management Co | 23.294.675 $ | |||||||||||
| Focus Advisor Solutions, LLC | 23.285.414 $ | +5.394.520 $ | +30,2 % | 17.890.894 $ | -1.148.488 $ | -6,0 % | 19.039.382 $ | +971.723 $ | +5,4 % | |||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 23.233.221 $ | +1.903.345 $ | +8,9 % | 21.329.876 $ | +367.020 $ | +1,8 % | 20.962.856 $ | +3.123.275 $ | +17,5 % | |||
| Hartford Financial Management Inc. | 23.198.536 $ | +7.561.857 $ | +48,4 % | 15.636.679 $ | -1.441.419 $ | -8,4 % | 17.078.098 $ | +778.049 $ | +4,8 % | |||
| Fifth Third Wealth Advisors LLC | 23.180.740 $ | +864.048 $ | +3,9 % | 22.316.692 $ | +5.362.111 $ | +31,6 % | 16.954.581 $ | -612.250 $ | -3,5 % | 17.566.831 $ | -2.340.474 $ | -11,8 % |
| Select Asset Management & Trust | 23.147.000 $ | +2.948.000 $ | +14,6 % | 20.199.000 $ | +5.338.000 $ | +35,9 % | 14.861.000 $ | +549.000 $ | +3,8 % | |||
| FORONJY FINANCIAL LLC | 23.137.675 $ | +1.290.253 $ | +5,9 % | 21.847.422 $ | +5.823.088 $ | +36,3 % | 16.024.334 $ | -273.851 $ | -1,7 % | 16.298.185 $ | +136.420 $ | +0,8 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 23.109.493 $ | +3.011.499 $ | +15,0 % | 20.097.994 $ | +219.681 $ | +1,1 % | 19.878.313 $ | +909.052 $ | +4,8 % | |||
| Global Retirement Partners, LLC | 23.022.320 $ | +2.518.901 $ | +12,3 % | 20.503.419 $ | +1.996.384 $ | +10,8 % | ||||||
| Strategic Investment Solutions, Inc. /IL | 20.689.194 $ | -2.309.820 $ | -10,0 % | 22.999.014 $ | +993.235 $ | +4,5 % | 22.005.779 $ | +1.577.838 $ | +7,7 % | |||
| Mill Creek Capital Advisors, LLC | 21.991.427 $ | -918.735 $ | -4,0 % | 22.910.162 $ | +931.075 $ | +4,2 % | ||||||
| FCA CORP /TX | 22.796.586 $ | +5.843.683 $ | +34,5 % | 16.952.903 $ | -461.588 $ | -2,7 % | 17.414.491 $ | -1.224.906 $ | -6,6 % | |||
| NORTHEAST INVESTMENT MANAGEMENT | 22.738.101 $ | +4.178.755 $ | +22,5 % | 18.559.346 $ | -1.251.170 $ | -6,3 % | 19.810.516 $ | +2.639.731 $ | +15,4 % | |||
| PARK AVENUE SECURITIES LLC | 22.682.000 $ | +14.582.000 $ | +180,0 % | 8.100.000 $ | -632.000 $ | -7,2 % | 8.732.000 $ | +623.000 $ | +7,7 % | |||
| Clarus Wealth Advisors | 13.723.061 $ | +1.529.270 $ | +12,5 % | 12.193.791 $ | -8.537.556 $ | -41,2 % | 20.731.347 $ | -1.944.089 $ | -8,6 % | 22.675.436 $ | +276.715 $ | +1,2 % |
| Cascade Financial Partners, LLC | 22.640.802 $ | +4.348.588 $ | +23,8 % | 18.292.214 $ | -2.883.175 $ | -13,6 % | 21.175.389 $ | +2.554.182 $ | +13,7 % | |||
| SIMPLEX TRADING, LLC | 15.360.808 $ | +8.503.967 $ | +124,0 % | 6.856.841 $ | -15.746.955 $ | -69,7 % | 22.603.796 $ | -9.564.204 $ | -29,7 % | |||
| VISTA INVESTMENT MANAGEMENT | 22.558.181 $ | +3.329.134 $ | +17,3 % | 19.229.047 $ | -185.054 $ | -1,0 % | 19.414.101 $ | +418.568 $ | +2,2 % | |||
| Stratos Wealth Advisors, LLC | 8.180.751 $ | -1.493.820 $ | -15,4 % | 9.674.571 $ | -12.853.171 $ | -57,1 % | 22.527.742 $ | +2.397.671 $ | +11,9 % | |||
| Clarity Asset Management, Inc. | 3.121.201 $ | +310.493 $ | +11,0 % | 2.810.708 $ | +494.599 $ | +21,4 % | 2.316.109 $ | -20.193.690 $ | -89,7 % | 22.509.799 $ | +467.190 $ | +2,1 % |
| GLENMEDE TRUST CO NA | 22.485.582 $ | +6.071.613 $ | +37,0 % | 16.413.969 $ | -1.605.097 $ | -8,9 % | 18.019.066 $ | |||||
| Horizon Investments, LLC | 22.451.993 $ | +22.302.365 $ | +14.905,2 % | 149.628 $ | +27.927 $ | +22,9 % | 121.701 $ | +15.089 $ | +14,2 % | |||
| Main Street Financial Solutions, LLC | 22.373.457 $ | +1.720.125 $ | +8,3 % | 20.653.332 $ | +173.904 $ | +0,8 % | 20.479.428 $ | +690.715 $ | +3,5 % | |||
| Curtis Advisory Group, LLC | 22.328.817 $ | +6.583.409 $ | +41,8 % | 15.745.408 $ | -1.230.494 $ | -7,2 % | 16.975.902 $ | +123.964 $ | +0,7 % | |||
| Charter Oak Capital Management, LLC | 21.426.848 $ | -805.527 $ | -3,6 % | 22.232.375 $ | +263.439 $ | +1,2 % | ||||||
| Valmark Advisers, Inc. | 22.209.994 $ | +2.028.738 $ | +10,1 % | 20.181.256 $ | +736.247 $ | +3,8 % | 19.445.009 $ | +370.598 $ | +1,9 % | |||
| Wilmington Savings Fund Society, FSB | 22.209.817 $ | +2.685.489 $ | +13,8 % | 19.524.328 $ | -1.035.305 $ | -5,0 % | 20.559.633 $ | -4.043.930 $ | -16,4 % | |||
| HANCOCK WHITNEY CORP | 22.185.960 $ | +4.208.563 $ | +23,4 % | 17.977.397 $ | -1.566.050 $ | -8,0 % | 19.543.447 $ | -245.827 $ | -1,2 % | |||
| Arkadios Wealth Advisors | 21.531.676 $ | -534.409 $ | -2,4 % | 22.066.085 $ | +5.221.520 $ | +31,0 % | 16.844.565 $ | +3.183.224 $ | +23,3 % | |||
| ODonnell Financial Services, LLC | 22.050.641 $ | +4.003.091 $ | +22,2 % | 18.047.550 $ | -2.074.988 $ | -10,3 % | 20.122.538 $ | +649.032 $ | +3,3 % | |||
| IHT Wealth Management, LLC | 20.112.476 $ | +2.734.688 $ | +15,7 % | 17.377.788 $ | -4.668.854 $ | -21,2 % | 22.046.642 $ | +2.370.072 $ | +12,0 % | |||
| HRT FINANCIAL LP | 21.946.000 $ | +15.048.000 $ | +218,2 % | 6.898.000 $ | +4.051.000 $ | +142,3 % | 2.847.000 $ | -4.805.000 $ | -62,8 % | |||
| Elm Partners Management LLC | 21.688.335 $ | +10.869.994 $ | +100,5 % | 10.818.341 $ | -7.019.571 $ | -39,4 % | 17.837.912 $ | +4.522.802 $ | +34,0 % | |||
| REGATTA CAPITAL GROUP, LLC | 21.649.929 $ | +3.642.103 $ | +20,2 % | 18.007.826 $ | -385.933 $ | -2,1 % | 18.393.759 $ | +684.651 $ | +3,9 % | |||
| Stratos Investment Management, LLC | 12.702.805 $ | +436.533 $ | +3,6 % | 12.266.272 $ | -9.379.016 $ | -43,3 % | 21.645.288 $ | -823.347 $ | -3,7 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 21.586.951 $ | +2.311.937 $ | +12,0 % | 19.275.014 $ | +2.355.445 $ | +13,9 % | 16.919.569 $ | +1.644.066 $ | +10,8 % | |||
| Dakota Wealth Management | 21.297.140 $ | +1.318.860 $ | +6,6 % | 19.978.280 $ | -1.582.985 $ | -7,3 % | 21.561.265 $ | -513.159 $ | -2,3 % | |||
| Texas Capital Bank Wealth Management Services Inc | 21.558.038 $ | +2.814.183 $ | +15,0 % | 18.743.855 $ | -1.507.131 $ | -7,4 % | 20.250.986 $ | -347.024 $ | -1,7 % | |||
| RCW Management, LLC | 21.217.714 $ | +2.738.982 $ | +14,8 % | 18.478.732 $ | -991.970 $ | -5,1 % | 19.470.702 $ | |||||
| Olistico Wealth, LLC | 20.966.287 $ | +664.933 $ | +3,3 % | 20.301.354 $ | +4.288.424 $ | +26,8 % | 16.012.930 $ | +59.001 $ | +0,4 % | 15.953.929 $ | -309 $ | -0,0 % |
| Privatperson | 20.872.000 $ | +1.527.000 $ | +7,9 % | 19.345.000 $ | +5.879.000 $ | +43,7 % | 13.466.000 $ | +538.000 $ | +4,2 % | |||
| NorthCrest Asset Manangement, LLC | 18.885.171 $ | +195.464 $ | +1,0 % | 18.689.707 $ | +6.639.081 $ | +55,1 % | 12.050.626 $ | -8.713.257 $ | -42,0 % | 20.763.883 $ | +484.420 $ | +2,4 % |
| CHATHAM CAPITAL GROUP, INC. | 20.742.861 $ | +986.481 $ | +5,0 % | 19.756.380 $ | +4.265.357 $ | +27,5 % | 15.491.023 $ | -1.046.317 $ | -6,3 % | 16.537.340 $ | -190.598 $ | -1,1 % |
| Polianta Ltd | 20.675.000 $ | +1.811.000 $ | +9,6 % | 18.864.000 $ | +668.000 $ | +3,7 % | 18.196.000 $ | +2.254.000 $ | +14,1 % | |||
| CreativeOne Wealth, LLC | 17.924.356 $ | +1.619.640 $ | +9,9 % | 16.304.716 $ | -4.308.223 $ | -20,9 % | 20.612.939 $ | +2.791.402 $ | +15,7 % | |||
| Ashford Advisors, LLC | 4.746.887 $ | +716.843 $ | +17,8 % | 4.030.044 $ | -16.562.549 $ | -80,4 % | 20.592.593 $ | +191.540 $ | +0,9 % | |||
| Pallas Capital Advisors LLC | 20.519.047 $ | +2.506.703 $ | +13,9 % | 18.012.344 $ | +280.597 $ | +1,6 % | 17.731.747 $ | -1.816.328 $ | -9,3 % | |||
| NORTHSTAR ASSET MANAGEMENT INC | 20.324.666 $ | +7.105.612 $ | +53,8 % | 13.219.054 $ | +5.445.537 $ | +70,1 % | 7.773.517 $ | |||||
| Zuckerman Investment Group, LLC | 17.538.794 $ | -2.742.257 $ | -13,5 % | 20.281.051 $ | +5.494.806 $ | +37,2 % | 14.786.245 $ | +271.723 $ | +1,9 % | |||
| Allianz Asset Management GmbH | 7.357.317 $ | -119.429 $ | -1,6 % | 7.476.746 $ | -12.783.451 $ | -63,1 % | 20.260.197 $ | +11.225.974 $ | +124,3 % | |||
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20.140.325 $ | +4.582.765 $ | +29,5 % | 15.557.560 $ | +6.876.528 $ | +79,2 % | 8.681.032 $ | +1.364.090 $ | +18,6 % | 7.316.942 $ | +2.593.761 $ | +54,9 % |
| Resolute Advisors LLC | 20.065.698 $ | +3.192.129 $ | +18,9 % | 16.873.569 $ | -2.796.605 $ | -14,2 % | 19.670.174 $ | +498.728 $ | +2,6 % | |||
| Ballast, Inc. | 17.159.534 $ | -2.894.331 $ | -14,4 % | 20.053.865 $ | +5.190.355 $ | +34,9 % | 14.863.510 $ | -646.821 $ | -4,2 % | 15.510.331 $ | +1.045.432 $ | +7,2 % |
| Nicht ausgewiesen | 19.523.939 $ | +1.588.396 $ | +8,9 % | 17.935.543 $ | -1.877.441 $ | -9,5 % | 19.812.984 $ | +596.093 $ | +3,1 % | |||
| Randall & Associates Wealth Management | 19.775.864 $ | +673.372 $ | +3,5 % | 19.102.492 $ | +6.906.790 $ | +56,6 % | 12.195.702 $ | -107.321 $ | -0,9 % | 12.303.023 $ | +2.150.772 $ | +21,2 % |
| ENCOMPASS WEALTH ADVISORS, LLC | 19.767.934 $ | +10.105.326 $ | +104,6 % | 9.662.608 $ | +1.477.760 $ | +18,1 % | 8.184.848 $ | -720.979 $ | -8,1 % | 8.905.827 $ | +208.429 $ | +2,4 % |
| Privatperson | 19.750.621 $ | +3.292.894 $ | +20,0 % | 16.457.727 $ | ||||||||
| PFG Advisors | 19.695.771 $ | +108.580 $ | +0,6 % | 19.587.191 $ | +3.642.550 $ | +22,8 % | 15.944.641 $ | -647.173 $ | -3,9 % | 16.591.814 $ | -8.370.612 $ | -33,5 % |
| Retirement Management Systems Inc. | 19.666.792 $ | +3.238.021 $ | +19,7 % | 16.428.771 $ | +219.520 $ | +1,4 % | 16.209.251 $ | |||||
| Leeward Financial Partners, LLC | 19.537.367 $ | +4.415.797 $ | +29,2 % | 15.121.570 $ | -2.924.382 $ | -16,2 % | 18.045.952 $ | -52.722 $ | -0,3 % | |||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 6.917.941 $ | +2.346.775 $ | +51,3 % | 4.571.166 $ | -14.910.282 $ | -76,5 % | 19.481.448 $ | +1.556.007 $ | +8,7 % | |||
| Fiduciary Alliance LLC | 19.475.668 $ | +330.607 $ | +1,7 % | 19.145.061 $ | +1.286.672 $ | +7,2 % | 17.858.389 $ | +53.015 $ | +0,3 % | 17.805.374 $ | +338.828 $ | +1,9 % |
| NewEdge Wealth, LLC | 19.423.588 $ | +3.479.660 $ | +21,8 % | 15.943.928 $ | +1.515.484 $ | +10,5 % | 14.428.444 $ | +1.440.506 $ | +11,1 % | |||
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 19.406.752 $ | +2.564.723 $ | +15,2 % | 16.842.029 $ | -1.013.325 $ | -5,7 % | 17.855.354 $ | +200.831 $ | +1,1 % | |||
| Conservest Capital Advisors, Inc. | 17.487.017 $ | +1.265.397 $ | +7,8 % | 16.221.620 $ | -3.177.091 $ | -16,4 % | 19.398.711 $ | +569.866 $ | +3,0 % | |||
| Gladwyn Financial Advisors, Inc. | 19.334.545 $ | -49.036 $ | -0,3 % | 19.383.581 $ | +3.009.768 $ | +18,4 % | 16.373.813 $ | +163.869 $ | +1,0 % | 16.209.944 $ | +809.802 $ | +5,3 % |
| Karpus Management, Inc. | 19.287.899 $ | +4.719.505 $ | +32,4 % | 14.568.394 $ | -4.258.769 $ | -22,6 % | 18.827.163 $ | -213.395 $ | -1,1 % | |||
| OKABENA INVESTMENT SERVICES INC | 19.256.961 $ | +3.239.680 $ | +20,2 % | 16.017.281 $ | +4.529.230 $ | +39,4 % | 11.488.051 $ | +4.322.158 $ | +60,3 % | |||
| DMKC Advisory Services, LLC | 19.181.567 $ | +3.875.277 $ | +25,3 % | 15.306.290 $ | +2.471.208 $ | +19,3 % | ||||||
| Vanguard National Trust Co | 18.945.658 $ | +3.121.810 $ | +19,7 % | 15.823.848 $ | ||||||||
| Blankinship & Foster, LLC | 18.278.585 $ | -657.810 $ | -3,5 % | 18.936.395 $ | +130.810 $ | +0,7 % | 18.805.585 $ | +1.405.637 $ | +8,1 % | 17.399.948 $ | -153.470 $ | -0,9 % |
| UNIVEST FINANCIAL Corp | 18.918.037 $ | +2.940.531 $ | +18,4 % | 15.977.506 $ | +10.928.186 $ | +216,4 % | 5.049.320 $ | +3.963.129 $ | +364,9 % | |||
| Sage Mountain Advisors LLC | 18.798.428 $ | +5.001.739 $ | +36,3 % | 13.796.689 $ | -2.123.665 $ | -13,3 % | 15.920.354 $ | +174.959 $ | +1,1 % | |||
| Clearstead Advisors, LLC | 18.793.679 $ | +1.996.080 $ | +11,9 % | 16.797.599 $ | +1.668.878 $ | +11,0 % | 15.128.721 $ | +872.545 $ | +6,1 % | |||
| ALLEN WEALTH MANAGEMENT, LLC | 15.049.347 $ | -3.743.973 $ | -19,9 % | 18.793.320 $ | +6.184.620 $ | +49,1 % | 12.608.700 $ | +541.989 $ | +4,5 % | |||
| DeDora Capital, Inc. | 18.722.474 $ | +2.828.529 $ | +17,8 % | 15.893.945 $ | +1.532.854 $ | +10,7 % | 14.361.091 $ | +909.930 $ | +6,8 % | |||
| WNY Asset Management, LLC | 18.705.951 $ | +2.810.382 $ | +17,7 % | 15.895.569 $ | +808.082 $ | +5,4 % | ||||||
| TD PRIVATE CLIENT WEALTH LLC | 18.596.623 $ | +3.711.126 $ | +24,9 % | 14.885.497 $ | ||||||||
| McClarren Financial Advisors, Inc. | 18.588.454 $ | +388.140 $ | +2,1 % | 18.200.314 $ | +2.714.707 $ | +17,5 % | 15.485.607 $ | -375.644 $ | -2,4 % | 15.861.251 $ | +266.768 $ | +1,7 % |
| OLD MISSION CAPITAL LLC | 18.587.589 $ | +14.122.209 $ | +316,3 % | 4.465.380 $ | -10.885.860 $ | -70,9 % | 15.351.240 $ | +13.563.894 $ | +758,9 % | |||
| Systelligence, LLC | 1.890.123 $ | -16.670.136 $ | -89,8 % | 18.560.259 $ | -4.449.123 $ | -19,3 % | ||||||
| ARKANSAS FINANCIAL GROUP, INC. | 18.537.896 $ | +2.609.989 $ | +16,4 % | 15.927.907 $ | +616.718 $ | +4,0 % | 15.311.189 $ | +395.505 $ | +2,7 % | |||
| TRUE Private Wealth Advisors | 18.365.254 $ | +1.672.475 $ | +10,0 % | 16.692.779 $ | +4.559.093 $ | +37,6 % | 12.133.686 $ | -2.553.848 $ | -17,4 % | 14.687.534 $ | +424.662 $ | +3,0 % |
| BIP Wealth, LLC | 18.280.802 $ | +1.107.153 $ | +6,4 % | 17.173.649 $ | +15.447.705 $ | +895,0 % | 1.725.944 $ | -11.395.134 $ | -86,8 % | 13.121.078 $ | -538.520 $ | -3,9 % |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 18.270.146 $ | +863.820 $ | +5,0 % | 17.406.326 $ | +3.113.732 $ | +21,8 % | 14.292.594 $ | -207.007 $ | -1,4 % | 14.499.601 $ | ||
| Financial Engines Advisors L.L.C. | 18.265.948 $ | +5.853.010 $ | +47,2 % | 12.412.938 $ | -4.174.527 $ | -25,2 % | 16.587.465 $ | +80.586 $ | +0,5 % | |||
| KICKSTAND VENTURES, LLC. | 1.394.465 $ | -16.847.303 $ | -92,4 % | 18.241.768 $ | +641.698 $ | +3,6 % | 17.600.070 $ | +829.160 $ | +4,9 % | |||
| FINANCIAL ADVISORY PARTNERS, LLC | 18.215.130 $ | +3.327.858 $ | +22,4 % | 14.887.272 $ | +685.428 $ | +4,8 % | 14.201.844 $ | +356.718 $ | +2,6 % | |||
| Checchi Capital Advisers, LLC | 18.149.586 $ | +4.485.539 $ | +32,8 % | 13.664.047 $ | -2.500.792 $ | -15,5 % | 16.164.839 $ | -512.646 $ | -3,1 % | |||
| JBR Co Financial Management Inc | 17.390.318 $ | -627.779 $ | -3,5 % | 18.018.097 $ | +5.591.366 $ | +45,0 % | 12.426.731 $ | +0 $ | +0,0 % | 12.426.731 $ | -290.664 $ | -2,3 % |
| Mayfair Advisory Group, LLC | 17.724.648 $ | +965.121 $ | +5,8 % | 16.759.527 $ | +2.972.002 $ | +21,6 % | 13.787.525 $ | +645.491 $ | +4,9 % | 13.142.034 $ | +4.975.897 $ | +60,9 % |
| Essex Financial Services, Inc. | 17.674.187 $ | +2.115.427 $ | +13,6 % | 15.558.760 $ | -585.334 $ | -3,6 % | 16.144.094 $ | +410.138 $ | +2,6 % | |||
| ALEXANDER LABRUNERIE & CO., INC. | 17.605.776 $ | +1.743.172 $ | +11,0 % | 15.862.604 $ | -1.007.003 $ | -6,0 % | 16.869.607 $ | +166.988 $ | +1,0 % | |||
| Banque Transatlantique SA | 17.604.672 $ | +3.749.249 $ | +27,1 % | 13.855.423 $ | ||||||||
| N.E.W. Advisory Services LLC | 17.596.262 $ | +2.554.282 $ | +17,0 % | 15.041.980 $ | -714.364 $ | -4,5 % | 15.756.344 $ | +167.106 $ | +1,1 % | |||
| Silver Coast Investments LLC | 17.514.279 $ | +702.037 $ | +4,2 % | 16.812.242 $ | +1.282.975 $ | +8,3 % | 15.529.267 $ | +4.113.437 $ | +36,0 % | |||
| Ballentine Partners, LLC | 17.490.598 $ | +4.956.298 $ | +39,5 % | 12.534.300 $ | +305.269 $ | +2,5 % | 12.229.031 $ | +387.246 $ | +3,3 % | |||
| INTEGRITY ALLIANCE, LLC. | 16.844.248 $ | +1.114.936 $ | +7,1 % | 15.729.312 $ | -1.749.829 $ | -10,0 % | 17.479.141 $ | +3.451.180 $ | +24,6 % | |||
| AMG National Trust Bank | 17.459.319 $ | +1.198.768 $ | +7,4 % | 16.260.551 $ | +1.275.583 $ | +8,5 % | 14.984.968 $ | +99.617 $ | +0,7 % | |||
| KINTRA WEALTH, LLC | 17.284.401 $ | +3.259.129 $ | +23,2 % | 14.025.272 $ | ||||||||
| MontVue Capital Management, Inc. | 17.268.959 $ | +309.050 $ | +1,8 % | 16.959.909 $ | +2.082.420 $ | +14,0 % | 14.877.489 $ | -700.085 $ | -4,5 % | 15.577.574 $ | +103.124 $ | +0,7 % |
| B. Riley Wealth Advisors, Inc. | 17.147.807 $ | +13.042.617 $ | +317,7 % | 4.105.190 $ | +1.711.329 $ | +71,5 % | 2.393.861 $ | -9.126.910 $ | -79,2 % | 11.520.771 $ | +216.108 $ | +1,9 % |
| Refined Wealth Management | 620.753 $ | -72.714 $ | -10,5 % | 693.467 $ | +89.357 $ | +14,8 % | 604.110 $ | -16.489.644 $ | -96,5 % | 17.093.754 $ | +388.688 $ | +2,3 % |
| WAYSTONE ADVISORS LLC | 17.008.088 $ | -69.843 $ | -0,4 % | 17.077.931 $ | +3.295.021 $ | +23,9 % | 13.782.910 $ | -1.166.309 $ | -7,8 % | 14.949.219 $ | ||
| Clifford Group, LLC | 17.075.434 $ | +1.753.392 $ | +11,4 % | 15.322.042 $ | -1.026.660 $ | -6,3 % | 16.348.702 $ | +493.786 $ | +3,1 % | |||
| THRYVE WEALTH MANAGEMENT LLC | 17.052.589 $ | +2.838.608 $ | +20,0 % | 14.213.981 $ | +6.190.899 $ | +77,2 % | 8.023.082 $ | +1.540.574 $ | +23,8 % | 6.482.508 $ | ||
| Crumly & Associates Inc. | 17.018.235 $ | +4.127.808 $ | +32,0 % | 12.890.427 $ | +2.172.790 $ | +20,3 % | 10.717.637 $ | -3.825.544 $ | -26,3 % | 14.543.181 $ | -1.119.511 $ | -7,1 % |
| Cornerstone Wealth Management, LLC | 17.016.217 $ | +1.804.910 $ | +11,9 % | 15.211.307 $ | -517.683 $ | -3,3 % | 15.728.990 $ | +4.522.436 $ | +40,4 % | |||
| Lakeshore Financial Planning, Inc. | 16.923.108 $ | +799.321 $ | +5,0 % | 16.123.787 $ | +103.177 $ | +0,6 % | 16.020.610 $ | -769.035 $ | -4,6 % | 16.789.645 $ | +1.933.171 $ | +13,0 % |
| Quadrature Capital Ltd | 7.239.327 $ | -2.241.700 $ | -23,6 % | 9.481.027 $ | -7.328.523 $ | -43,6 % | 16.809.550 $ | -2.469.803 $ | -12,8 % | |||
| R2 Capital Strategies, LLC | 16.723.487 $ | +1.384.525 $ | +9,0 % | 15.338.962 $ | ||||||||
| ARQ WEALTH ADVISORS, LLC | 16.717.649 $ | +4.552.400 $ | +37,4 % | 12.165.249 $ | +414.270 $ | +3,5 % | 11.750.979 $ | +390.631 $ | +3,4 % | |||
| StoneX Group Inc. | 16.668.291 $ | +3.709.892 $ | +28,6 % | 12.958.399 $ | -661.267 $ | -4,9 % | 13.619.666 $ | +1.569.553 $ | +13,0 % | |||
| M Holdings Securities, Inc. | 12.765.000 $ | -3.787.000 $ | -22,9 % | 16.552.000 $ | +5.028.000 $ | +43,6 % | 11.524.000 $ | |||||
| Guardian Wealth Management, LLC | 16.259.611 $ | +563.026 $ | +3,6 % | 15.696.585 $ | -743.990 $ | -4,5 % | 16.440.575 $ | +1.234.412 $ | +8,1 % | 15.206.163 $ | ||
| EverSource Wealth Advisors, LLC | 10.821.205 $ | -5.601.574 $ | -34,1 % | 16.422.779 $ | +5.449.021 $ | +49,7 % | 10.973.758 $ | -944.459 $ | -7,9 % | |||
| BARCLAYS PLC | 16.406.922 $ | +12.881.377 $ | +365,4 % | 3.525.545 $ | +2.559.358 $ | +264,9 % | 966.187 $ | -52.906.746 $ | -98,2 % | |||
| Westside Investment Management, Inc. | 16.385.199 $ | +1.317.519 $ | +8,7 % | 15.067.680 $ | -838.818 $ | -5,3 % | 15.906.498 $ | +315.678 $ | +2,0 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 16.353.967 $ | +230.447 $ | +1,4 % | 16.123.520 $ | +758.456 $ | +4,9 % | 15.365.064 $ | -711.252 $ | -4,4 % | 16.076.316 $ | +392.453 $ | +2,5 % |
| LRI Investments, LLC | 16.089.983 $ | -258.033 $ | -1,6 % | 16.348.016 $ | +2.073.228 $ | +14,5 % | 14.274.788 $ | +1.070.177 $ | +8,1 % | |||
| Williams Jones Wealth Management, LLC. | 16.210.490 $ | +4.867.690 $ | +42,9 % | 11.342.800 $ | -810.159 $ | -6,7 % | 12.152.959 $ | +410.638 $ | +3,5 % | |||
| Clear Creek Financial Management, LLC | 16.205.723 $ | +4.532.430 $ | +38,8 % | 11.673.293 $ | -713.160 $ | -5,8 % | 12.386.453 $ | +1.919.732 $ | +18,3 % | |||
| PFG Private Wealth Management, LLC | 16.153.325 $ | +5.368.342 $ | +49,8 % | 10.784.983 $ | -29.596 $ | -0,3 % | 10.814.579 $ | +3.782.185 $ | +53,8 % | 7.032.394 $ | ||
| COMMERCE BANK | 16.150.803 $ | +3.576.714 $ | +28,4 % | 12.574.089 $ | +2.813.059 $ | +28,8 % | 9.761.030 $ | -822.694 $ | -7,8 % | |||
| Hershey Financial Advisers, LLC | 14.727.418 $ | +1.716.619 $ | +13,2 % | 13.010.799 $ | -3.042.125 $ | -19,0 % | 16.052.924 $ | -1.755.379 $ | -9,9 % | |||
| Cypress Wealth Services, LLC | 16.023.861 $ | +934.181 $ | +6,2 % | 15.089.680 $ | +1.804.003 $ | +13,6 % | 13.285.677 $ | -1.492.074 $ | -10,1 % | 14.777.751 $ | +1.241.647 $ | +9,2 % |
| Osbon Capital Management LLC | 15.974.562 $ | +2.833.959 $ | +21,6 % | 13.140.603 $ | -475.395 $ | -3,5 % | 13.615.998 $ | |||||
| Unconventional Investor, LLC | 15.827.554 $ | -125.267 $ | -0,8 % | 15.952.821 $ | +886.572 $ | +5,9 % | 15.066.249 $ | -831.772 $ | -5,2 % | |||
| RFG Advisory, LLC | 15.094.073 $ | -783.829 $ | -4,9 % | 15.877.902 $ | +5.699.695 $ | +56,0 % | 10.178.207 $ | +6.117.277 $ | +150,6 % | |||
| Institute for Wealth Management, LLC. | 9.266.867 $ | -6.605.564 $ | -41,6 % | 15.872.431 $ | +1.772.462 $ | +12,6 % | 14.099.969 $ | +886.009 $ | +6,7 % | |||
| Center For Asset Management LLC | 15.866.181 $ | +250.021 $ | +1,6 % | 15.616.160 $ | +2.496.987 $ | +19,0 % | 13.119.173 $ | -1.017.623 $ | -7,2 % | 14.136.796 $ | -267.501 $ | -1,9 % |
| Stewardship Advisors, LLC | 13.261.300 $ | +2.463.558 $ | +22,8 % | 10.797.742 $ | -2.155.170 $ | -16,6 % | 12.952.912 $ | -2.907.761 $ | -18,3 % | 15.860.673 $ | -924.317 $ | -5,5 % |
| Avidian Wealth Enterprises, LLC | 15.849.912 $ | +2.646.232 $ | +20,0 % | 13.203.680 $ | +3.236.792 $ | +32,5 % | 9.966.888 $ | -864.914 $ | -8,0 % | 10.831.802 $ | +160.280 $ | +1,5 % |
| Flagship Private Wealth, LLC | 15.804.446 $ | +2.987.924 $ | +23,3 % | 12.816.522 $ | -1.843.163 $ | -12,6 % | 14.659.685 $ | -399.016 $ | -2,6 % | |||
| BRIGHTON JONES LLC | 15.790.436 $ | +2.007.775 $ | +14,6 % | 13.782.661 $ | +1.604.971 $ | +13,2 % | ||||||
| Ausdal Financial Partners, Inc. | 15.658.369 $ | +3.112.533 $ | +24,8 % | 12.545.836 $ | -2.661.473 $ | -17,5 % | 15.207.309 $ | -766.520 $ | -4,8 % | |||
| WESCAP Management Group, Inc. | 14.240.584 $ | -1.369.841 $ | -8,8 % | 15.610.425 $ | +9.401.750 $ | +151,4 % | 6.208.675 $ | +1.198.703 $ | +23,9 % | |||
| One Charles Private Wealth Services, LLC | 15.605.649 $ | +1.943.176 $ | +14,2 % | 13.662.473 $ | -440.752 $ | -3,1 % | 14.103.225 $ | +495.947 $ | +3,6 % | |||
| John Boyer, Inc. | 15.595.217 $ | +4.433.875 $ | +39,7 % | 11.161.342 $ | -399.517 $ | -3,5 % | 11.560.859 $ | -864.255 $ | -7,0 % | |||
| One Capital Management, LLC | 15.568.910 $ | +0 $ | +0,0 % | 15.568.910 $ | +3.548.416 $ | +29,5 % | 12.020.494 $ | -882.114 $ | -6,8 % | |||
| DAGCO, INC. | 15.560.030 $ | +549.250 $ | +3,7 % | 15.010.780 $ | +3.096.321 $ | +26,0 % | 11.914.459 $ | -1.172.967 $ | -9,0 % | 13.087.426 $ | +389.991 $ | +3,1 % |
| Hamilton Wealth, LLC | 6.814.088 $ | -454.609 $ | -6,3 % | 7.268.697 $ | -8.285.579 $ | -53,3 % | 15.554.276 $ | +627.310 $ | +4,2 % | |||
| SYON CAPITAL LLC | 15.474.049 $ | +1.617.368 $ | +11,7 % | 13.856.681 $ | -455.894 $ | -3,2 % | 14.312.575 $ | +41.540 $ | +0,3 % | |||
| Fischer Financial Services, Inc. | 14.985.910 $ | +117.278 $ | +0,8 % | 14.868.632 $ | -601.097 $ | -3,9 % | 15.469.729 $ | -374.155 $ | -2,4 % | |||
| SouthState Bank Corp | 15.432.189 $ | +10.741.679 $ | +229,0 % | 4.690.510 $ | +539.945 $ | +13,0 % | 4.150.565 $ | +72.604 $ | +1,8 % | |||
| PHILADELPHIA TRUST CO | 15.368.000 $ | +1.663.000 $ | +12,1 % | 13.705.000 $ | -1.675.000 $ | -10,9 % | 15.380.000 $ | +459.000 $ | +3,1 % | |||
| Magnolia Wealth Management, LLC | 15.235.868 $ | +846.966 $ | +5,9 % | 14.388.902 $ | +1.709.273 $ | +13,5 % | 12.679.629 $ | -680.172 $ | -5,1 % | 13.359.801 $ | -308.864 $ | -2,3 % |
| Bonfire Financial | 14.809.322 $ | +1.214.953 $ | +8,9 % | 13.594.369 $ | -1.568.906 $ | -10,3 % | 15.163.275 $ | +355.309 $ | +2,4 % | |||
| SPINNAKER TRUST | 15.155.963 $ | +1.184.999 $ | +8,5 % | 13.970.964 $ | -835.131 $ | -5,6 % | 14.806.095 $ | +78.051 $ | +0,5 % | |||
| Milestone Asset Management Group, LLC | 15.022.748 $ | +2.369.640 $ | +18,7 % | 12.653.108 $ | +1.920.198 $ | +17,9 % | 10.732.910 $ | +100.361 $ | +0,9 % | 10.632.549 $ | +2.112.945 $ | +24,8 % |
| SEARCY FINANCIAL SERVICES INC /ADV | 14.570.348 $ | -446.741 $ | -3,0 % | 15.017.089 $ | +1.211.523 $ | +8,8 % | 13.805.566 $ | -1.063.747 $ | -7,2 % | 14.869.313 $ | +317.725 $ | +2,2 % |
| PATTON ALBERTSON MILLER GROUP, LLC | 14.933.289 $ | +4.063.262 $ | +37,4 % | 10.870.027 $ | -750.438 $ | -6,5 % | 11.620.465 $ | +60.636 $ | +0,5 % | |||
| Goldstone Financial Group, LLC | 13.245.669 $ | -893.350 $ | -6,3 % | 14.139.019 $ | -726.281 $ | -4,9 % | 14.865.300 $ | +764.573 $ | +5,4 % | |||
| Ethic Inc. | 1.222.687 $ | -13.596.728 $ | -91,7 % | 14.819.415 $ | ||||||||
| Hilltop Holdings Inc. | 10.725.182 $ | +2.060.325 $ | +23,8 % | 8.664.857 $ | -6.132.199 $ | -41,4 % | 14.797.056 $ | -481.618 $ | -3,2 % | |||
| VestGen Advisors, LLC | 14.775.945 $ | +4.346.681 $ | +41,7 % | 10.429.264 $ | +2.243.116 $ | +27,4 % | 8.186.148 $ | -2.288.076 $ | -21,8 % | |||
| Bellwether Advisors, LLC | 14.761.016 $ | |||||||||||
| SILVER OAK SECURITIES, INCORPORATED | 8.901.506 $ | +408.355 $ | +4,8 % | 8.493.151 $ | -6.255.691 $ | -42,4 % | 14.748.842 $ | -1.266.834 $ | -7,9 % | |||
| David Kennon Inc | 11.711.629 $ | -279.910 $ | -2,3 % | 11.991.539 $ | -2.746.168 $ | -18,6 % | 14.737.707 $ | +481.698 $ | +3,4 % | 14.256.009 $ | +478.223 $ | +3,5 % |
| ASPIRIANT, LLC | 14.724.499 $ | +10.569 $ | +0,1 % | 14.713.930 $ | +3.920.796 $ | +36,3 % | 10.793.134 $ | -1.250.796 $ | -10,4 % | 12.043.930 $ | +1.225.281 $ | +11,3 % |
| Sherman Wealth Management LLC | 14.713.219 $ | +265.665 $ | +1,8 % | 14.447.554 $ | +1.997.177 $ | +16,0 % | 12.450.377 $ | -1.627.373 $ | -11,6 % | 14.077.750 $ | ||
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 14.696.084 $ | +2.139.785 $ | +17,0 % | 12.556.299 $ | -1.399.027 $ | -10,0 % | 13.955.326 $ | +1.986.689 $ | +16,6 % | |||
| CITIZENS FINANCIAL GROUP INC/RI | 14.684.133 $ | +3.314.871 $ | +29,2 % | 11.369.262 $ | -695.275 $ | -5,8 % | 12.064.537 $ | +370.308 $ | +3,2 % | |||
| S&A Financial Services, Inc. | 14.646.920 $ | +2.340.825 $ | +19,0 % | 12.306.095 $ | ||||||||
| New Insight Wealth Advisors | 14.622.726 $ | +3.947.514 $ | +37,0 % | 10.675.212 $ | -862.640 $ | -7,5 % | 11.537.852 $ | +612.666 $ | +5,6 % | |||
| Avid Wealth Partners LLC | 13.345.884 $ | -1.275.735 $ | -8,7 % | 14.621.619 $ | +1.108.325 $ | +8,2 % | 13.513.294 $ | +665.259 $ | +5,2 % | |||
| HighPoint Advisor Group LLC | 14.610.346 $ | +3.299.627 $ | +29,2 % | 11.310.719 $ | -624.186 $ | -5,2 % | 11.934.905 $ | |||||
| Waldron Private Wealth LLC | 14.573.439 $ | +2.038.584 $ | +16,3 % | 12.534.855 $ | +7.369.669 $ | +142,7 % | 5.165.186 $ | -641.587 $ | -11,0 % | |||
| Sowell Financial Services LLC | 14.569.347 $ | +5.669.122 $ | +63,7 % | 8.900.225 $ | +716.831 $ | +8,8 % | 8.183.394 $ | +525.218 $ | +6,9 % | 7.658.176 $ | +484.524 $ | +6,8 % |
| Kovack Advisors, Inc. | 14.548.677 $ | +2.615.942 $ | +21,9 % | 11.932.735 $ | -416.695 $ | -3,4 % | 12.349.430 $ | +4.329.883 $ | +54,0 % | |||
| Salomon & Ludwin, LLC | 14.530.908 $ | +1.126.770 $ | +8,4 % | 13.404.138 $ | -664.332 $ | -4,7 % | 14.068.470 $ | +91.279 $ | +0,7 % | |||
| Boston Standard Wealth Management, LLC | 14.487.950 $ | +174.609 $ | +1,2 % | 14.313.341 $ | +2.210.260 $ | +18,3 % | 12.103.081 $ | -668.193 $ | -5,2 % | 12.771.274 $ | +17.274 $ | +0,1 % |
| Perennial Investment Advisors, LLC | 14.401.360 $ | +4.168.613 $ | +40,7 % | 10.232.747 $ | -775.198 $ | -7,0 % | 11.007.945 $ | +29.993 $ | +0,3 % | |||
| Berkeley Capital Partners, LLC | 14.037.682 $ | -343.363 $ | -2,4 % | 14.381.045 $ | +1.289.235 $ | +9,8 % | 13.091.810 $ | +4.531.273 $ | +52,9 % | |||
| GW HENSSLER & ASSOCIATES LTD | 14.364.263 $ | +181.711 $ | +1,3 % | 14.182.552 $ | +1.030.619 $ | +7,8 % | 13.151.933 $ | -566 $ | -0,0 % | |||
| BFSG, LLC | 13.423.406 $ | -911.926 $ | -6,4 % | 14.335.332 $ | +2.328.281 $ | +19,4 % | 12.007.051 $ | -344.832 $ | -2,8 % | |||
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 14.208.907 $ | +474.100 $ | +3,5 % | |||||||||
| HUNTINGTON NATIONAL BANK | 14.201.936 $ | +857.682 $ | +6,4 % | 13.344.254 $ | +1.541.816 $ | +13,1 % | 11.802.438 $ | -86.034 $ | -0,7 % | |||
| Go Invest LLC | 14.191.772 $ | +2.738.937 $ | +23,9 % | 11.452.835 $ | +2.989.043 $ | +35,3 % | 8.463.792 $ | +1.658.670 $ | +24,4 % | 6.805.122 $ | ||
| NorthRock Partners, LLC | 14.121.183 $ | +3.984.875 $ | +39,3 % | 10.136.308 $ | -783.602 $ | -7,2 % | 10.919.910 $ | +1.851.141 $ | +20,4 % | |||
| Grove Bank & Trust | 14.110.291 $ | +8.019.848 $ | +131,7 % | 6.090.443 $ | -7.664.413 $ | -55,7 % | 13.754.856 $ | +8.673.921 $ | +170,7 % | 5.080.935 $ | -3.586.504 $ | -41,4 % |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 14.077.873 $ | |||||||||||
| HOWE & RUSLING INC | 14.039.114 $ | +2.686.059 $ | +23,7 % | 11.353.055 $ | +1.271.204 $ | +12,6 % | 10.081.851 $ | +908.766 $ | +9,9 % | |||
| MY Wealth Management Inc. | 14.012.901 $ | +3.787.311 $ | +37,0 % | 10.225.590 $ | +5.320.985 $ | +108,5 % | 4.904.605 $ | -1.487.340 $ | -23,3 % | 6.391.945 $ | -137.099 $ | -2,1 % |
| NAPLES GLOBAL ADVISORS, LLC | 13.984.958 $ | +3.715.659 $ | +36,2 % | 10.269.299 $ | -572.391 $ | -5,3 % | 10.841.690 $ | +102.133 $ | +1,0 % | |||
| RAFFA WEALTH MANAGEMENT, LLC | 13.979.007 $ | +1.630.311 $ | +13,2 % | 12.348.696 $ | -475.150 $ | -3,7 % | 12.823.846 $ | +451.095 $ | +3,6 % | |||
| MOKAN Wealth Management Inc. | 760.317 $ | +125.056 $ | +19,7 % | 635.261 $ | -13.329.352 $ | -95,5 % | 13.964.613 $ | +5.114.899 $ | +57,8 % | |||
| Vermillion Wealth Management, Inc. | 13.908.222 $ | +3.177.963 $ | +29,6 % | 10.730.259 $ | -671.116 $ | -5,9 % | 11.401.375 $ | +31.475 $ | +0,3 % | |||
| Colorado Capital Management, Inc. | 13.902.000 $ | +526.000 $ | +3,9 % | 13.376.000 $ | +2.503.000 $ | +23,0 % | 10.873.000 $ | +618.000 $ | +6,0 % | 10.255.000 $ | +1.332.000 $ | +14,9 % |
| Bouchey Financial Group, Ltd. | 13.843.946 $ | +2.810.948 $ | +25,5 % | 11.032.998 $ | -1.670.222 $ | -13,1 % | 12.703.220 $ | +92.804 $ | +0,7 % | |||
| SP Asset Management LLC | 13.797.247 $ | +2.283.985 $ | +19,8 % | 11.513.262 $ | +1.385.846 $ | +13,7 % | 10.127.416 $ | +1.007.425 $ | +11,0 % | |||
| Choate Investment Advisors | 13.773.602 $ | +1.963.350 $ | +16,6 % | 11.810.252 $ | +1.490.227 $ | +14,4 % | 10.320.025 $ | +1.677.045 $ | +19,4 % | |||
| GWN SECURITIES INC. | 13.747.817 $ | +2.319.358 $ | +20,3 % | 11.428.459 $ | -417.706 $ | -3,5 % | 11.846.165 $ | -498.578 $ | -4,0 % | |||
| North Forty Two & Co. | 13.686.455 $ | +227.787 $ | +1,7 % | 13.458.668 $ | +558.895 $ | +4,3 % | 12.899.773 $ | +437.445 $ | +3,5 % | 12.462.328 $ | +936.311 $ | +8,1 % |
| Dougherty & Associates, LLC | 13.652.657 $ | +2.974.859 $ | +27,9 % | 10.677.798 $ | +365.896 $ | +3,5 % | 10.311.902 $ | |||||
| Simplicity Wealth,LLC | 13.647.975 $ | +8.733.069 $ | +177,7 % | 4.914.906 $ | +704.536 $ | +16,7 % | 4.210.370 $ | -1.879.364 $ | -30,9 % | |||
| SILVERLAKE WEALTH MANAGEMENT LLC | 13.614.229 $ | +112.156 $ | +0,8 % | 13.502.073 $ | +1.587.826 $ | +13,3 % | 11.914.247 $ | -230.223 $ | -1,9 % | 12.144.470 $ | +716.794 $ | +6,3 % |
| J. M. Brown & Associates Inc. | 13.567.940 $ | |||||||||||
| Joel Adams & Associates, Inc. | 13.546.053 $ | +1.834.851 $ | +15,7 % | 11.711.202 $ | -146.804 $ | -1,2 % | 11.858.006 $ | +823.227 $ | +7,5 % | |||
| Merrithew & Thorsten Inc | 13.273.000 $ | +451.000 $ | +3,5 % | 12.822.000 $ | -708.000 $ | -5,2 % | 13.530.000 $ | |||||
| James J. Burns & Company, LLC | 13.126.635 $ | -399.293 $ | -3,0 % | 13.525.928 $ | +1.712.191 $ | +14,5 % | 11.813.737 $ | -302.704 $ | -2,5 % | 12.116.441 $ | +260.228 $ | +2,2 % |
| First Bancorp, Inc /ME/ | 13.467.639 $ | +2.058.885 $ | +18,0 % | 11.408.754 $ | -1.015.524 $ | -8,2 % | 12.424.278 $ | -1.613.399 $ | -11,5 % | |||
| Tradition Wealth Management, LLC | 13.410.173 $ | +4.177.663 $ | +45,2 % | 9.232.510 $ | +65.372 $ | +0,7 % | 9.167.138 $ | +669.601 $ | +7,9 % | |||
| New Covenant Trust Company, N.A. | 13.389.998 $ | +82.164 $ | +0,6 % | 13.307.834 $ | +626.644 $ | +4,9 % | 12.681.190 $ | -85.122 $ | -0,7 % | 12.766.312 $ | +1.449.069 $ | +12,8 % |
| Summitas Investment Management LLC | 13.362.596 $ | +250.196 $ | +1,9 % | 13.112.400 $ | +3.225.708 $ | +32,6 % | 9.886.692 $ | -496.628 $ | -4,8 % | 10.383.320 $ | ||
| Envestnet Portfolio Solutions, Inc. | 6.423.826 $ | +2.447.824 $ | +61,6 % | 3.976.002 $ | -9.383.446 $ | -70,2 % | 13.359.448 $ | +277.340 $ | +2,1 % | |||
| Evelyn Partners Investment Management (Europe) Ltd | 12.180.328 $ | -1.134.703 $ | -8,5 % | 13.315.031 $ | -454.740 $ | -3,3 % | ||||||
| Summit Trail Advisors, LLC | 13.260.860 $ | +2.070.098 $ | +18,5 % | 11.190.762 $ | +3.067.414 $ | +37,8 % | 8.123.348 $ | +137.880 $ | +1,7 % | |||
| RENAISSANCE TECHNOLOGIES LLC | 13.207.481 $ | +9.006.742 $ | +214,4 % | 4.200.739 $ | -7.536.068 $ | -64,2 % | 11.736.807 $ | -5.356.370 $ | -31,3 % | |||
| High Net Worth Advisory Group LLC | 13.140.064 $ | +2.452.511 $ | +22,9 % | 10.687.553 $ | -560.538 $ | -5,0 % | 11.248.091 $ | +1.636.504 $ | +17,0 % | |||
| City State Bank | 12.966.425 $ | -152.774 $ | -1,2 % | 13.119.199 $ | +1.767.771 $ | +15,6 % | 11.351.428 $ | +216.244 $ | +1,9 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13.098.379 $ | +3.232.084 $ | +32,8 % | 9.866.295 $ | +911.832 $ | +10,2 % | 8.954.463 $ | -241.200 $ | -2,6 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 13.095.946 $ | +5.526.961 $ | +73,0 % | 7.568.985 $ | -1.876.944 $ | -19,9 % | 9.445.929 $ | -416.879 $ | -4,2 % | |||
| BSW Wealth Partners | 12.820.052 $ | +379.981 $ | +3,1 % | 12.440.071 $ | -641.709 $ | -4,9 % | 13.081.780 $ | -1.117.442 $ | -7,9 % | |||
| Pearl Planning LLC | 13.052.180 $ | +1.558.124 $ | +13,6 % | 11.494.056 $ | +2.304.191 $ | +25,1 % | 9.189.865 $ | -3.270 $ | -0,0 % | 9.193.135 $ | ||
| ELEVATION POINT WEALTH PARTNERS, LLC | 13.041.261 $ | +2.688.329 $ | +26,0 % | 10.352.932 $ | +6.093.313 $ | +143,0 % | 4.259.619 $ | +640.883 $ | +17,7 % | |||
| Investment Insight Wealth Management, LLC | 13.031.804 $ | +3.033.466 $ | +30,3 % | 9.998.338 $ | -2.242.956 $ | -18,3 % | 12.241.294 $ | |||||
| Stonebridge Financial Planning Group, LLC | 13.026.890 $ | +1.628.063 $ | +14,3 % | 11.398.827 $ | -136.423 $ | -1,2 % | 11.535.250 $ | +267.850 $ | +2,4 % | |||
| DAVIS R M INC | 12.997.369 $ | +4.531.839 $ | +53,5 % | 8.465.530 $ | -490.392 $ | -5,5 % | 8.955.922 $ | +522.541 $ | +6,2 % | |||
| Westfuller Advisors, LLC | 12.961.788 $ | +4.404.298 $ | +51,5 % | 8.557.490 $ | -4.417.368 $ | -34,0 % | 12.974.858 $ | +75.949 $ | +0,6 % | |||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 12.971.977 $ | +3.474.540 $ | +36,6 % | 9.497.437 $ | -420.736 $ | -4,2 % | 9.918.173 $ | +388.014 $ | +4,1 % | |||
| Advantage Trust Co | 12.969.277 $ | +713.587 $ | +5,8 % | 12.255.690 $ | +1.943.062 $ | +18,8 % | 10.312.628 $ | -852.319 $ | -7,6 % | 11.164.947 $ | -111.021 $ | -1,0 % |
| Qube Research & Technologies Ltd | 12.965.664 $ | +9.028.418 $ | +229,3 % | 3.937.246 $ | -2.224.188 $ | -36,1 % | 6.161.434 $ | -1.464.954 $ | -19,2 % | |||
| Cedar Point Capital Partners, LLC | 12.956.608 $ | +2.280.146 $ | +21,4 % | 10.676.462 $ | -767.719 $ | -6,7 % | 11.444.181 $ | -784.276 $ | -6,4 % | |||
| O'ROURKE & COMPANY, Inc | 12.854.946 $ | +279.897 $ | +2,2 % | 12.575.049 $ | +311.985 $ | +2,5 % | 12.263.064 $ | +1.132.346 $ | +10,2 % | |||
| Belpointe Asset Management LLC | 12.841.169 $ | +1.544.411 $ | +13,7 % | 11.296.758 $ | -1.027.854 $ | -8,3 % | 12.324.612 $ | -1.641.370 $ | -11,8 % | |||
| JM2 Capital Inc. | 12.802.091 $ | +290.805 $ | +2,3 % | 12.511.286 $ | +2.018.842 $ | +19,2 % | 10.492.444 $ | -591.046 $ | -5,3 % | 11.083.490 $ | ||
| Allen Investment Management, LLC | 12.615.308 $ | +1.034.341 $ | +8,9 % | 11.580.967 $ | -1.215.518 $ | -9,5 % | 12.796.485 $ | +215.687 $ | +1,7 % | |||
| Ashton Thomas Private Wealth, LLC | 11.489.267 $ | -1.233.579 $ | -9,7 % | 12.722.846 $ | +1.082.730 $ | +9,3 % | 11.640.116 $ | +3.133.799 $ | +36,8 % | |||
| AlTi Global, Inc. | 12.712.888 $ | +8.653.403 $ | +213,2 % | 4.059.485 $ | -386.497 $ | -8,7 % | 4.445.982 $ | +30.791 $ | +0,7 % | |||
| PFG Investments, LLC | 12.189.580 $ | +2.668.858 $ | +28,0 % | 9.520.722 $ | -3.109.727 $ | -24,6 % | 12.630.449 $ | +2.340.029 $ | +22,7 % | |||
| ORSER CAPITAL MANAGEMENT, LLC | 12.629.745 $ | +276.176 $ | +2,2 % | 12.353.569 $ | +2.721.958 $ | +28,3 % | 9.631.611 $ | +2.984.855 $ | +44,9 % | 6.646.756 $ | +306.849 $ | +4,8 % |
| Sarasin & Partners LLP | 12.586.687 $ | +1.110.351 $ | +9,7 % | 11.476.336 $ | +7.425.644 $ | +183,3 % | 4.050.692 $ | |||||
| Capital Management Associates, Inc | 12.554.654 $ | +1.050.773 $ | +9,1 % | 11.503.881 $ | +3.196.492 $ | +38,5 % | 8.307.389 $ | +381.234 $ | +4,8 % | 7.926.155 $ | +3.115.258 $ | +64,8 % |
| Idaho Trust Co | 12.515.764 $ | +1.469.609 $ | +13,3 % | 11.046.155 $ | -207.035 $ | -1,8 % | 11.253.190 $ | -1.409.463 $ | -11,1 % | |||
| E&G Advisors, LLC | 12.416.070 $ | +535.304 $ | +4,5 % | 11.880.766 $ | +3.197.641 $ | +36,8 % | 8.683.125 $ | -760.985 $ | -8,1 % | 9.444.110 $ | +233.682 $ | +2,5 % |
| Visionary Wealth Advisors | 11.736.061 $ | -618.868 $ | -5,0 % | 12.354.929 $ | +2.709.795 $ | +28,1 % | 9.645.134 $ | +274.387 $ | +2,9 % | |||
| Richard P Slaughter Associates Inc | 12.044.300 $ | -269.081 $ | -2,2 % | 12.313.381 $ | +1.305.268 $ | +11,9 % | 11.008.113 $ | -895.818 $ | -7,5 % | 11.903.931 $ | -214.895 $ | -1,8 % |
| COMPASS FINANCIAL MANAGEMENT LLC | 12.248.312 $ | |||||||||||
| Nelson Capital Management, LLC | 12.239.935 $ | +53.429 $ | +0,4 % | 12.186.506 $ | +824.028 $ | +7,3 % | 11.362.478 $ | -100.146 $ | -0,9 % | |||
| Roundview Capital LLC | 10.888.167 $ | -1.275.844 $ | -10,5 % | 12.164.011 $ | +3.049.586 $ | +33,5 % | 9.114.425 $ | -44.630 $ | -0,5 % | |||
| Cornerstone Financial Management LLC | 12.091.275 $ | +1.650.420 $ | +15,8 % | 10.440.855 $ | -310.183 $ | -2,9 % | 10.751.038 $ | |||||
| American Investment Services, Inc. | 12.027.383 $ | +460.167 $ | +4,0 % | 11.567.216 $ | +546.961 $ | +5,0 % | 11.020.255 $ | -122.467 $ | -1,1 % | |||
| Relyea Zuckerberg Hanson LLC | 12.023.335 $ | +1.457.078 $ | +13,8 % | 10.566.257 $ | +1.516.850 $ | +16,8 % | 9.049.407 $ | -741.878 $ | -7,6 % | 9.791.285 $ | +1.047.620 $ | +12,0 % |
| Avantax Planning Partners, Inc. | 12.017.704 $ | +1.597.566 $ | +15,3 % | 10.420.138 $ | +3.739.291 $ | +56,0 % | 6.680.847 $ | -2.198.011 $ | -24,8 % | |||
| Valeo Financial Advisors, LLC | 12.005.577 $ | +10.645 $ | +0,1 % | 11.994.932 $ | +1.562.632 $ | +15,0 % | 10.432.300 $ | -915.670 $ | -8,1 % | 11.347.970 $ | +259.032 $ | +2,3 % |
| Summit Wealth Group, LLC | 12.004.163 $ | +1.261.960 $ | +11,7 % | 10.742.203 $ | -552.937 $ | -4,9 % | 11.295.140 $ | +675.755 $ | +6,4 % | |||
| Prospera Capital Management, LLC | 11.986.154 $ | +6.094.641 $ | +103,4 % | 5.891.513 $ | ||||||||
| Tandem Wealth Advisors LLC | 11.231.230 $ | +1.399.658 $ | +14,2 % | 9.831.572 $ | -2.152.686 $ | -18,0 % | 11.984.258 $ | +117.826 $ | +1,0 % | |||
| Darwin Wealth Management, LLC | 11.443.653 $ | +1.584.171 $ | +16,1 % | 9.859.482 $ | -2.113.287 $ | -17,7 % | 11.972.769 $ | -224.367 $ | -1,8 % | |||
| MONTAG A & ASSOCIATES INC | 8.058.493 $ | -3.908.920 $ | -32,7 % | 11.967.413 $ | +5.823.959 $ | +94,8 % | 6.143.454 $ | -1.162.046 $ | -15,9 % | |||
| Kesler, Norman & Wride, LLC | 11.943.710 $ | +3.650.781 $ | +44,0 % | 8.292.929 $ | +139.996 $ | +1,7 % | 8.152.933 $ | +1.585.385 $ | +24,1 % | |||
| Proficio Capital Partners LLC | 5.699.670 $ | +1.540.561 $ | +37,0 % | 4.159.109 $ | -7.759.012 $ | -65,1 % | 11.918.121 $ | +2.808.018 $ | +30,8 % | |||
| VESTOR CAPITAL, LLC | 11.900.000 $ | +222.000 $ | +1,9 % | 11.678.000 $ | +697.000 $ | +6,3 % | 10.981.000 $ | -356.000 $ | -3,1 % | |||
| PW Nova Financial Services LLC | 10.696.822 $ | -993.549 $ | -8,5 % | 11.690.371 $ | +3.125.088 $ | +36,5 % | 8.565.283 $ | -443.717 $ | -4,9 % | 9.009.000 $ | ||
| Argentarii, LLC | 5.819.976 $ | +628.377 $ | +12,1 % | 5.191.599 $ | -6.484.939 $ | -55,5 % | 11.676.538 $ | +6.553.726 $ | +127,9 % | |||
| Squarepoint Ops LLC | 1.704.833 $ | -2.149.372 $ | -55,8 % | 3.854.205 $ | -7.787.173 $ | -66,9 % | 11.641.378 $ | +10.684.945 $ | +1.117,2 % | |||
| Clark Capital Management Group, Inc. | 11.634.613 $ | +2.902.149 $ | +33,2 % | 8.732.464 $ | -1.804.185 $ | -17,1 % | 10.536.649 $ | -3.552.234 $ | -25,2 % | |||
| Houlihan Financial Resource Group, Ltd. | 11.633.236 $ | +1.629.774 $ | +16,3 % | 10.003.462 $ | -603.039 $ | -5,7 % | 10.606.501 $ | +4.240.019 $ | +66,6 % | |||
| Magnus Financial Group LLC | 11.559.244 $ | +472.603 $ | +4,3 % | 11.086.641 $ | +3.450.216 $ | +45,2 % | 7.636.425 $ | -1.489.921 $ | -16,3 % | 9.126.346 $ | -94.538 $ | -1,0 % |
| Bravias Capital Group, LLC | 11.530.491 $ | +3.357.808 $ | +41,1 % | 8.172.683 $ | -3.014.438 $ | -26,9 % | 11.187.121 $ | +1.738.219 $ | +18,4 % | |||
| Hidden Cove Wealth Management, LLC | 11.527.293 $ | +5.022.132 $ | +77,2 % | 6.505.161 $ | +2.392.626 $ | +58,2 % | 4.112.535 $ | |||||
| Ignite Planners, LLC | 11.477.783 $ | +805.482 $ | +7,5 % | 10.672.301 $ | +2.438.102 $ | +29,6 % | 8.234.199 $ | -423.641 $ | -4,9 % | 8.657.840 $ | +202.923 $ | +2,4 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 10.507.561 $ | +3.148.003 $ | +42,8 % | 7.359.558 $ | -4.099.180 $ | -35,8 % | 11.458.738 $ | -2.063.351 $ | -15,3 % | |||
| EVOLVE PRIVATE WEALTH, LLC | 316.362 $ | -11.102.659 $ | -97,2 % | 11.419.021 $ | +6.263.969 $ | +121,5 % | 5.155.052 $ | |||||
| Evolution Wealth Advisors, LLC | 11.387.315 $ | +1.595.922 $ | +16,3 % | 9.791.393 $ | -884.005 $ | -8,3 % | 10.675.398 $ | -4.230.049 $ | -28,4 % | |||
| SMITH, MOORE & CO. | 11.360.623 $ | +5.207.162 $ | +84,6 % | 6.153.461 $ | +121.356 $ | +2,0 % | 6.032.105 $ | +805.112 $ | +15,4 % | |||
| NEVILLE RODIE & SHAW INC | 11.345.000 $ | +555.000 $ | +5,1 % | 10.790.000 $ | +2.925.000 $ | +37,2 % | 7.865.000 $ | -632.000 $ | -7,4 % | 8.497.000 $ | +246.000 $ | +3,0 % |
| Rothschild Wealth LLC | 11.324.157 $ | +4.300.390 $ | +61,2 % | 7.023.767 $ | -716.691 $ | -9,3 % | 7.740.458 $ | +525.768 $ | +7,3 % | |||
| Morrissey Wealth Management, LLC | 11.305.278 $ | |||||||||||
| LM Advisors LLC | 11.295.000 $ | +11.261.645 $ | +33.763,0 % | 33.355 $ | -388 $ | -1,1 % | 33.743 $ | -10.128.257 $ | -99,7 % | |||
| Dunhill Financial, LLC | 11.289.352 $ | +1.657.797 $ | +17,2 % | 9.631.555 $ | +7.169.858 $ | +291,3 % | 2.461.697 $ | -687.834 $ | -21,8 % | |||
| FIRST HORIZON CORP | 11.215.398 $ | +2.577.310 $ | +29,8 % | 8.638.088 $ | -745.475 $ | -7,9 % | 9.383.563 $ | +171.644 $ | +1,9 % | |||
| WHITTIER TRUST CO | 10.177.832 $ | +1.195.623 $ | +13,3 % | 8.982.209 $ | -2.221.932 $ | -19,8 % | 11.204.141 $ | +1.031.356 $ | +10,1 % | |||
| Destination Wealth Management | 11.109.385 $ | +1.668.092 $ | +17,7 % | 9.441.293 $ | -774.953 $ | -7,6 % | 10.216.246 $ | +604.282 $ | +6,3 % | |||
| Evelyn Partners Asset Management Ltd | 11.088.152 $ | +3.370.882 $ | +43,7 % | 7.717.270 $ | -75.903 $ | -1,0 % | ||||||
| WOODWARD DIVERSIFIED CAPITAL, LLC | 6.764.204 $ | -1.025.824 $ | -13,2 % | 7.790.028 $ | +1.349.333 $ | +21,0 % | 6.440.695 $ | -4.642.670 $ | -41,9 % | 11.083.365 $ | +1.400.056 $ | +14,5 % |
| Virtu Financial LLC | 6.452.000 $ | -4.619.000 $ | -41,7 % | 11.071.000 $ | ||||||||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11.027.868 $ | +1.871.990 $ | +20,4 % | 9.155.878 $ | -1.529.671 $ | -14,3 % | 10.685.549 $ | +1.140.429 $ | +11,9 % | |||
| Ascent Group, LLC | 11.017.810 $ | +1.776.570 $ | +19,2 % | 9.241.240 $ | -1.529.465 $ | -14,2 % | 10.770.705 $ | +3.704 $ | +0,0 % | |||
| MRA Advisory Group | 10.909.979 $ | +6.179.636 $ | +130,6 % | 4.730.343 $ | -86.851 $ | -1,8 % | 4.817.194 $ | +745.619 $ | +18,3 % | 4.071.575 $ | -46.699 $ | -1,1 % |
| OpenArc Corporate Advisory, LLC | 10.903.954 $ | +1.014.626 $ | +10,3 % | 9.889.328 $ | +2.243.143 $ | +29,3 % | 7.646.185 $ | -316.682 $ | -4,0 % | 7.962.867 $ | ||
| Matthew Goff Investment Advisor, LLC | 10.354.871 $ | -538.927 $ | -4,9 % | 10.893.798 $ | ||||||||
| Mason & Associates Inc | 10.754.633 $ | +610.507 $ | +6,0 % | 10.144.126 $ | -743.883 $ | -6,8 % | 10.888.009 $ | +1.865.945 $ | +20,7 % | |||
| OneDigital Investment Advisors LLC | 10.863.620 $ | +735.598 $ | +7,3 % | 10.128.022 $ | +544.343 $ | +5,7 % | 9.583.679 $ | -709.600 $ | -6,9 % | |||
| Rathbones Group PLC | 6.856.769 $ | -4.002.717 $ | -36,9 % | 10.859.486 $ | +656.012 $ | +6,4 % | 10.203.474 $ | +5.309.917 $ | +108,5 % | |||
| Security Financial Services, INC. | 10.760.624 $ | +2.838.547 $ | +35,8 % | 7.922.077 $ | -600.549 $ | -7,0 % | 8.522.626 $ | +86.003 $ | +1,0 % | |||
| MEITAV INVESTMENT HOUSE LTD | 10.747.933 $ | +6.228.768 $ | +137,8 % | 4.519.165 $ | -362.859 $ | -7,4 % | 4.882.024 $ | +46.197 $ | +1,0 % | |||
| SELDON CAPITAL LP | 10.731.746 $ | +42.834 $ | +0,4 % | 10.688.912 $ | +635.367 $ | +6,3 % | 10.053.545 $ | -118.507 $ | -1,2 % | |||
| Diversified Enterprises, LLC | 10.707.446 $ | +518.625 $ | +5,1 % | 10.188.821 $ | +2.362.676 $ | +30,2 % | 7.826.145 $ | -458.550 $ | -5,5 % | 8.284.695 $ | +180.882 $ | +2,2 % |
| Vickerman Investment Advisors, Inc. | 9.552.960 $ | -655.711 $ | -6,4 % | 10.208.671 $ | -451.745 $ | -4,2 % | 10.660.416 $ | +3.931.198 $ | +58,4 % | |||
| Simmons Bank | 10.626.837 $ | +1.286.969 $ | +13,8 % | 9.339.868 $ | -255.807 $ | -2,7 % | 9.595.675 $ | +70.609 $ | +0,7 % | |||
| Y-Intercept (Hong Kong) Ltd | 10.610.063 $ | +6.874.777 $ | +184,0 % | 3.735.286 $ | -4.797.508 $ | -56,2 % | 8.532.794 $ | +6.466.324 $ | +312,9 % | 2.066.470 $ | -1.185.090 $ | -36,4 % |
| XTX Topco Ltd | 10.578.866 $ | +8.549.368 $ | +421,3 % | 2.029.498 $ | -1.522.801 $ | -42,9 % | 3.552.299 $ | +2.269.407 $ | +176,9 % | |||
| RBA Wealth Management, LLC | 10.567.950 $ | +697.801 $ | +7,1 % | 9.870.149 $ | -616.235 $ | -5,9 % | 10.486.384 $ | +207.445 $ | +2,0 % | |||
| PARAGON FINANCIAL PARTNERS, INC. | 10.529.653 $ | +725.476 $ | +7,4 % | 9.804.177 $ | +788.377 $ | +8,7 % | 9.015.800 $ | +870.190 $ | +10,7 % | |||
| Baring Financial LLC | 10.439.084 $ | +731.022 $ | +7,5 % | 9.708.062 $ | +1.260.462 $ | +14,9 % | 8.447.600 $ | -720.673 $ | -7,9 % | 9.168.273 $ | +3.060.030 $ | +50,1 % |
| WEDBUSH SECURITIES INC | 10.211.000 $ | -223.000 $ | -2,1 % | 10.434.000 $ | +3.181.000 $ | +43,9 % | 7.253.000 $ | -1.419.000 $ | -16,4 % | 8.672.000 $ | +47.000 $ | +0,5 % |
| Coquina Private Wealth LLC | 10.419.570 $ | +2.364.162 $ | +29,3 % | 8.055.408 $ | +553.571 $ | +7,4 % | 7.501.837 $ | |||||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 9.595.245 $ | -106.035 $ | -1,1 % | 9.701.280 $ | -386.833 $ | -3,8 % | 10.088.113 $ | -293.639 $ | -2,8 % | 10.381.752 $ | -644.390 $ | -5,8 % |
| MIRAMONTES CAPITAL, LLC | 10.364.606 $ | +738.829 $ | +7,7 % | 9.625.777 $ | -583.659 $ | -5,7 % | 10.209.436 $ | +2.045.411 $ | +25,1 % | 8.164.025 $ | ||
| Paragon Capital Management Ltd | 10.359.407 $ | +158.160 $ | +1,6 % | 10.201.247 $ | +1.684.937 $ | +19,8 % | 8.516.310 $ | +1.152.149 $ | +15,6 % | 7.364.161 $ | +1.663.115 $ | +29,2 % |
| Geneva Partners, LLC | 8.044.073 $ | -2.313.359 $ | -22,3 % | 10.357.432 $ | ||||||||
| NOMURA ASSET MANAGEMENT CO LTD | 5.488.165 $ | -2.397.094 $ | -30,4 % | 7.885.259 $ | -2.446.596 $ | -23,7 % | 10.331.855 $ | +706.917 $ | +7,3 % | |||
| Elgethun Capital Management | 9.307.650 $ | -965.506 $ | -9,4 % | 10.273.156 $ | +2.994.073 $ | +41,1 % | 7.279.083 $ | +623.338 $ | +9,4 % | |||
| Strategic Blueprint, LLC | 10.255.525 $ | +947.994 $ | +10,2 % | 9.307.531 $ | +2.410.565 $ | +35,0 % | 6.896.966 $ | -578.423 $ | -7,7 % | 7.475.389 $ | -299.717 $ | -3,9 % |
| Koshinski Asset Management, Inc. | 9.831.989 $ | -212.405 $ | -2,1 % | 10.044.394 $ | -182.669 $ | -1,8 % | 10.227.063 $ | +300.462 $ | +3,0 % | |||
| Vise Technologies, Inc. | 10.193.627 $ | +6.487.003 $ | +175,0 % | 3.706.624 $ | +0 $ | +0,0 % | 3.706.624 $ | +1.784.394 $ | +92,8 % | |||
| V-Square Quantitative Management LLC | 10.182.480 $ | |||||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 10.137.041 $ | +307.624 $ | +3,1 % | 9.829.417 $ | +330.713 $ | +3,5 % | 9.498.704 $ | -265.685 $ | -2,7 % | 9.764.389 $ | +578.656 $ | +6,3 % |
| Advisors Preferred, LLC | 10.127.527 $ | -11.515.107 $ | -53,2 % | |||||||||
| Aptus Capital Advisors, LLC | 10.098.635 $ | +2.551.879 $ | +33,8 % | 7.546.756 $ | -312.248 $ | -4,0 % | 7.859.004 $ | +193.995 $ | +2,5 % | |||
| Ifrah Financial Services, Inc. | 9.952.877 $ | -98.629 $ | -1,0 % | 10.051.506 $ | +958.364 $ | +10,5 % | 9.093.142 $ | -975.577 $ | -9,7 % | 10.068.719 $ | +210.752 $ | +2,1 % |
| Empowered Funds, LLC | 5.416.537 $ | +4.529.037 $ | +510,3 % | 887.500 $ | -9.171.916 $ | -91,2 % | 10.059.416 $ | +5.867.606 $ | +140,0 % | |||
| CULBERTSON A N & CO INC | 9.607.597 $ | -441.884 $ | -4,4 % | 10.049.481 $ | +2.329.209 $ | +30,2 % | 7.720.272 $ | -740.155 $ | -8,7 % | 8.460.427 $ | -381.912 $ | -4,3 % |
| Rehmann Capital Advisory Group | 10.029.130 $ | +2.031.069 $ | +25,4 % | 7.998.061 $ | -567.986 $ | -6,6 % | 8.566.047 $ | +258.505 $ | +3,1 % | |||
| Manchester Capital Management LLC | 9.726.503 $ | -220.136 $ | -2,2 % | 9.946.639 $ | +1.488.866 $ | +17,6 % | 8.457.773 $ | -604.191 $ | -6,7 % | 9.061.964 $ | -203.768 $ | -2,2 % |
| Breakwater Investment Management | 8.557.199 $ | -1.259.079 $ | -12,8 % | 9.816.278 $ | +509.050 $ | +5,5 % | 9.307.228 $ | -637.977 $ | -6,4 % | 9.945.205 $ | +51.629 $ | +0,5 % |
| Pinnacle Bancorp, Inc. | 9.818.064 $ | -66.216 $ | -0,7 % | 9.884.280 $ | +1.381.161 $ | +16,2 % | 8.503.119 $ | -208.742 $ | -2,4 % | 8.711.861 $ | +204.497 $ | +2,4 % |
| Goepper Burkhardt LLC | 9.872.487 $ | +2.589.594 $ | +35,6 % | 7.282.893 $ | -715.434 $ | -8,9 % | 7.998.327 $ | +1.140.115 $ | +16,6 % | |||
| Aprio Wealth Management, LLC | 9.866.409 $ | +4.077.505 $ | +70,4 % | 5.788.904 $ | +239.820 $ | +4,3 % | 5.549.084 $ | +760.848 $ | +15,9 % | |||
| VALLEY NATIONAL ADVISERS INC | 9.842.088 $ | +2.169.088 $ | +28,3 % | 7.673.000 $ | -617.000 $ | -7,4 % | 8.290.000 $ | +286.000 $ | +3,6 % | |||
| STEEL GROVE CAPITAL ADVISORS, LLC | 9.841.424 $ | +469.892 $ | +5,0 % | 9.371.532 $ | +2.335.625 $ | +33,2 % | 7.035.907 $ | -438.025 $ | -5,9 % | 7.473.932 $ | +1.244.806 $ | +20,0 % |
| SeaCrest Wealth Management, LLC | 9.824.667 $ | +919.109 $ | +10,3 % | 8.905.558 $ | -225.564 $ | -2,5 % | 9.131.122 $ | +426.695 $ | +4,9 % | 8.704.427 $ | +975.097 $ | +12,6 % |
| FRG Family Wealth Advisors LLC | 8.838.399 $ | -948.920 $ | -9,7 % | 9.787.319 $ | +610.902 $ | +6,7 % | ||||||
| Cavalier Investments, LLC | 9.765.327 $ | +2.803.734 $ | +40,3 % | |||||||||
| Plan Group Financial, LLC | 9.700.761 $ | +785.693 $ | +8,8 % | 8.915.068 $ | +2.522.012 $ | +39,4 % | 6.393.056 $ | -139.374 $ | -2,1 % | 6.532.430 $ | +1.277.752 $ | +24,3 % |
| Veridan Wealth LLC | 9.698.677 $ | +993.261 $ | +11,4 % | 8.705.416 $ | -3.895 $ | -0,0 % | 8.709.311 $ | +295.473 $ | +3,5 % | |||
| Wells Financial Advisors INC | 59.779 $ | -2.346.747 $ | -97,5 % | 2.406.526 $ | -7.257.710 $ | -75,1 % | 9.664.236 $ | -1.276.502 $ | -11,7 % | |||
| Francis Financial, Inc. | 9.589.540 $ | +2.970.772 $ | +44,9 % | 6.618.768 $ | +926.788 $ | +16,3 % | 5.691.980 $ | +994.584 $ | +21,2 % | |||
| Accel Wealth Management | 9.583.226 $ | +323.067 $ | +3,5 % | 9.260.159 $ | -159.450 $ | -1,7 % | 9.419.609 $ | +1.036.726 $ | +12,4 % | 8.382.883 $ | -264.195 $ | -3,1 % |
| Argent Trust Co | 9.570.725 $ | +4.099.066 $ | +74,9 % | 5.471.659 $ | -12.952 $ | -0,2 % | 5.484.611 $ | +1.230.032 $ | +28,9 % | |||
| Meridian Wealth Management, LLC | 9.568.481 $ | +1.449.033 $ | +17,8 % | 8.119.448 $ | +88.338 $ | +1,1 % | 8.031.110 $ | +225.842 $ | +2,9 % | |||
| Rossby Financial, LCC | 9.551.642 $ | +148.146 $ | +1,6 % | 9.403.496 $ | +764.739 $ | +8,9 % | 8.638.757 $ | +698.710 $ | +8,8 % | |||
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 7.364.992 $ | -19.335 $ | -0,3 % | 7.384.327 $ | -699.039 $ | -8,6 % | 8.083.366 $ | -1.462.761 $ | -15,3 % | 9.546.127 $ | -18.164 $ | -0,2 % |
| CWA Asset Management Group, LLC | 9.532.424 $ | +254.499 $ | +2,7 % | 9.277.925 $ | +1.924.262 $ | +26,2 % | 7.353.663 $ | +96.797 $ | +1,3 % | 7.256.866 $ | +104.962 $ | +1,5 % |
| Sageworth Trust Co | 9.526.094 $ | +1.663.915 $ | +21,2 % | 7.862.179 $ | -268.830 $ | -3,3 % | 8.131.009 $ | +198.824 $ | +2,5 % | |||
| Nuveen, LLC | 9.506.472 $ | |||||||||||
| Atlantic Union Bankshares Corp | 9.501.462 $ | +2.409.396 $ | +34,0 % | 7.092.066 $ | -234.158 $ | -3,2 % | 7.326.224 $ | +285.963 $ | +4,1 % | |||
| FPC INVESTMENT ADVISORY, INC. | 9.347.942 $ | -113.953 $ | -1,2 % | 9.461.895 $ | +966.794 $ | +11,4 % | 8.495.101 $ | +65.648 $ | +0,8 % | |||
| Bragg Financial Advisors, Inc | 9.447.832 $ | +937.561 $ | +11,0 % | 8.510.271 $ | -325.289 $ | -3,7 % | 8.835.560 $ | +278.329 $ | +3,3 % | |||
| CENTRAL TRUST Co | 9.428.226 $ | +1.797.620 $ | +23,6 % | 7.630.606 $ | -507.345 $ | -6,2 % | 8.137.951 $ | +3.940 $ | +0,0 % | |||
| CABOT WEALTH MANAGEMENT INC | 9.414.112 $ | |||||||||||
| Compound Planning, Inc. | 9.369.892 $ | +2.733.078 $ | +41,2 % | 6.636.814 $ | -464.697 $ | -6,5 % | 7.101.511 $ | -538.204 $ | -7,0 % | |||
| Safeguard Investment Advisory Group, LLC | 9.182.805 $ | +485.953 $ | +5,6 % | 8.696.852 $ | -670.557 $ | -7,2 % | 9.367.409 $ | +136.958 $ | +1,5 % | |||
| Maridea Wealth Management LLC | 9.347.275 $ | +1.850.668 $ | +24,7 % | 7.496.607 $ | -572.236 $ | -7,1 % | 8.068.843 $ | +58.455 $ | +0,7 % | |||
| Bleakley Financial Group, LLC | 9.335.866 $ | +2.335.842 $ | +33,4 % | 7.000.024 $ | -614.897 $ | -8,1 % | 7.614.921 $ | -2.305.161 $ | -23,2 % | |||
| Bryn Mawr Trust Advisors, LLC | 9.304.763 $ | +747.043 $ | +8,7 % | 8.557.720 $ | -400.530 $ | -4,5 % | 8.958.250 $ | -108.730 $ | -1,2 % | |||
| VALICENTI ADVISORY SERVICES INC | 9.276.000 $ | +1.658.000 $ | +21,8 % | 7.618.000 $ | -989.000 $ | -11,5 % | 8.607.000 $ | -1.082.000 $ | -11,2 % | |||
| Marion Wealth Management | 9.256.110 $ | +334.534 $ | +3,7 % | 8.921.576 $ | +1.805.639 $ | +25,4 % | 7.115.937 $ | -366.609 $ | -4,9 % | 7.482.546 $ | +130.121 $ | +1,8 % |
| Connecticut Wealth Management, LLC | 8.867.889 $ | -356.060 $ | -3,9 % | 9.223.949 $ | +1.335.346 $ | +16,9 % | 7.888.603 $ | -221.868 $ | -2,7 % | 8.110.471 $ | +2.069.013 $ | +34,2 % |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 5.709.528 $ | -259.094 $ | -4,3 % | 5.968.622 $ | -3.208.021 $ | -35,0 % | 9.176.643 $ | -1.108.695 $ | -10,8 % | |||
| Compass Planning Associates Inc | 9.174.782 $ | +91.080 $ | +1,0 % | 9.083.702 $ | +2.693.471 $ | +42,1 % | 6.390.231 $ | +1.285.175 $ | +25,2 % | 5.105.056 $ | +1.512.364 $ | +42,1 % |
| Compass Ion Advisors, LLC | 9.166.890 $ | +883.641 $ | +10,7 % | 8.283.249 $ | +137.246 $ | +1,7 % | 8.146.003 $ | +267.247 $ | +3,4 % | |||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.911.177 $ | -3.229.941 $ | -35,3 % | 9.141.118 $ | +3.463.713 $ | +61,0 % | 5.677.405 $ | -81.857 $ | -1,4 % | 5.759.262 $ | +378.730 $ | +7,0 % |
| Oak Harvest Investment Services | 9.127.002 $ | +341.714 $ | +3,9 % | 8.785.288 $ | +2.110.885 $ | +31,6 % | 6.674.403 $ | -143.580 $ | -2,1 % | 6.817.983 $ | +464.572 $ | +7,3 % |
| Leith Wheeler Investment Counsel Ltd. | 9.085.970 $ | |||||||||||
| Chicago Partners Investment Group LLC | 8.449.800 $ | +177.352 $ | +2,1 % | 8.272.448 $ | -793.273 $ | -8,8 % | 9.065.721 $ | +108.540 $ | +1,2 % | |||
| Busey Bank | 9.045.903 $ | +2.085.286 $ | +30,0 % | 6.960.617 $ | -627.136 $ | -8,3 % | 7.587.753 $ | +3.367.179 $ | +79,8 % | |||
| FIRST TRUST ADVISORS LP | 9.037.869 $ | +1.759.663 $ | +24,2 % | 7.278.206 $ | +1.506.592 $ | +26,1 % | 5.771.614 $ | +2.146.243 $ | +59,2 % | |||
| Modern Wealth Management, LLC | 9.012.242 $ | +5.191.074 $ | +135,9 % | 3.821.168 $ | -265.982 $ | -6,5 % | 4.087.150 $ | +323.593 $ | +8,6 % | |||
| Bank of New Hampshire | 9.000.331 $ | +355.098 $ | +4,1 % | 8.645.233 $ | +2.389.226 $ | +38,2 % | 6.256.007 $ | -448.876 $ | -6,7 % | 6.704.883 $ | -40.315 $ | -0,6 % |
| Hennion & Walsh Asset Management, Inc. | 8.983.918 $ | +551.784 $ | +6,5 % | 8.432.134 $ | -30.002 $ | -0,4 % | 8.462.136 $ | -385.144 $ | -4,4 % | 8.847.280 $ | +111.331 $ | +1,3 % |
| North Berkeley Wealth Management, LLC | 8.976.752 $ | +3.966.185 $ | +79,2 % | 5.010.567 $ | ||||||||
| Dynamic Advisor Solutions LLC | 8.674.137 $ | -258.548 $ | -2,9 % | 8.932.685 $ | +3.950.739 $ | +79,3 % | 4.981.946 $ | -229.246 $ | -4,4 % | 5.211.192 $ | +59.147 $ | +1,1 % |
| WIN ADVISORS, INC | 8.930.550 $ | +3.728.869 $ | +71,7 % | |||||||||
| Sierra Capital LLC | 8.920.527 $ | +1.456.527 $ | +19,5 % | 7.464.000 $ | -227.000 $ | -3,0 % | 7.691.000 $ | +81.000 $ | +1,1 % | |||
| PLANNING DIRECTIONS INC | 8.895.052 $ | +1.049.311 $ | +13,4 % | 7.845.741 $ | +261.029 $ | +3,4 % | 7.584.712 $ | +299.373 $ | +4,1 % | |||
| Towerpoint Wealth, LLC | 8.891.151 $ | +5.459.734 $ | +159,1 % | 3.431.417 $ | +725.353 $ | +26,8 % | 2.706.064 $ | -466.260 $ | -14,7 % | 3.172.324 $ | +774.312 $ | +32,3 % |
| Bulwark Capital Corp | 8.881.519 $ | +330.649 $ | +3,9 % | 8.550.870 $ | +1.990.397 $ | +30,3 % | 6.560.473 $ | -830.601 $ | -11,2 % | 7.391.074 $ | +105.748 $ | +1,5 % |
| Accurate Wealth Management, LLC | 8.855.396 $ | +874.193 $ | +11,0 % | 7.981.203 $ | +1.886.960 $ | +31,0 % | 6.094.243 $ | -109.669 $ | -1,8 % | 6.203.912 $ | +634.725 $ | +11,4 % |
| Berger Financial Group, Inc | 8.847.735 $ | +1.569.509 $ | +21,6 % | 7.278.226 $ | -362.290 $ | -4,7 % | 7.640.516 $ | +679.980 $ | +9,8 % | |||
| Weitzel Financial Services, Inc. | 8.499.573 $ | -300.374 $ | -3,4 % | 8.799.947 $ | +187.222 $ | +2,2 % | 8.612.725 $ | +704.134 $ | +8,9 % | 7.908.591 $ | -5.940 $ | -0,1 % |
| BELLEVUE ASSET MANAGEMENT, LLC | 8.788.984 $ | +1.871.082 $ | +27,0 % | 6.917.902 $ | -622.131 $ | -8,3 % | 7.540.033 $ | +134.540 $ | +1,8 % | |||
| Accredited Investors Inc. | 8.768.320 $ | +1.590.380 $ | +22,2 % | 7.177.940 $ | -1.085.715 $ | -13,1 % | 8.263.655 $ | -22.978 $ | -0,3 % | |||
| Csenge Advisory Group | 8.343.797 $ | +172.410 $ | +2,1 % | 8.171.387 $ | -554.231 $ | -6,4 % | 8.725.618 $ | -2.272.158 $ | -20,7 % | |||
| COZAD ASSET MANAGEMENT INC | 8.722.994 $ | +1.573.714 $ | +22,0 % | 7.149.280 $ | -547.328 $ | -7,1 % | 7.696.608 $ | +223.166 $ | +3,0 % | |||
| Bigelow Investment Advisors, LLC | 7.233.661 $ | -316.234 $ | -4,2 % | 7.549.895 $ | +142.822 $ | +1,9 % | 7.407.073 $ | -1.315.198 $ | -15,1 % | 8.722.271 $ | +530.668 $ | +6,5 % |
| Trademark Financial Management, LLC | 8.712.215 $ | +197.666 $ | +2,3 % | 8.514.549 $ | +1.014.940 $ | +13,5 % | 7.499.609 $ | -2.591.682 $ | -25,7 % | |||
| PARSONS CAPITAL MANAGEMENT INC/RI | 8.710.401 $ | +916.158 $ | +11,8 % | 7.794.243 $ | +86.048 $ | +1,1 % | 7.708.195 $ | +288.177 $ | +3,9 % | |||
| Carr Financial Group Corp | 7.253.877 $ | +1.513.207 $ | +26,4 % | 5.740.670 $ | -2.928.105 $ | -33,8 % | 8.668.775 $ | -244.872 $ | -2,7 % | |||
| NWAM LLC | 8.618.750 $ | +2.757.928 $ | +47,1 % | 5.860.822 $ | -2.041.333 $ | -25,8 % | 7.902.155 $ | -654.779 $ | -7,7 % | |||
| VSM Wealth Advisory, LLC | 8.577.964 $ | +1.375.138 $ | +19,1 % | 7.202.826 $ | +232.607 $ | +3,3 % | 6.970.219 $ | +2.489.979 $ | +55,6 % | |||
| Signal Advisors Wealth, LLC | 8.570.605 $ | +1.865.533 $ | +27,8 % | 6.705.072 $ | +2.924.479 $ | +77,4 % | 3.780.593 $ | -173.950 $ | -4,4 % | 3.954.543 $ | +485.610 $ | +14,0 % |
| STACKSTONE WEALTH, LLC | 8.566.535 $ | |||||||||||
| LIBRA WEALTH LLC | 8.559.932 $ | +1.224.792 $ | +16,7 % | 7.335.140 $ | -422.478 $ | -5,4 % | 7.757.618 $ | -315.479 $ | -3,9 % | |||
| WESBANCO BANK INC | 8.558.100 $ | +1.464.458 $ | +20,6 % | 7.093.642 $ | +84.973 $ | +1,2 % | 7.008.669 $ | -435.151 $ | -5,8 % | |||
| Crestwood Advisors Group, LLC | 8.540.687 $ | +1.037.246 $ | +13,8 % | 7.503.441 $ | +3.345.909 $ | +80,5 % | 4.157.532 $ | -217.799 $ | -5,0 % | |||
| SCHRODER INVESTMENT MANAGEMENT GROUP | 5.750.536 $ | -1.515.403 $ | -20,9 % | 7.265.939 $ | -1.274.143 $ | -14,9 % | 8.540.082 $ | +315.559 $ | +3,8 % | |||
| Ridge Creek Global, Inc | 8.540.063 $ | +2.298.260 $ | +36,8 % | 6.241.803 $ | -625.887 $ | -9,1 % | 6.867.690 $ | |||||
| Jacobs Equity LLC | 8.527.383 $ | +3.070.629 $ | +56,3 % | 5.456.754 $ | -874.401 $ | -13,8 % | 6.331.155 $ | |||||
| CORA CAPITAL ADVISORS LLC | 8.492.583 $ | +1.045.473 $ | +14,0 % | 7.447.110 $ | -77.957 $ | -1,0 % | 7.525.067 $ | +293.758 $ | +4,1 % | |||
| Evanson Asset Management, LLC | 7.104.449 $ | -1.383.190 $ | -16,3 % | 8.487.639 $ | +174.433 $ | +2,1 % | ||||||
| Blue Trust, Inc. | 8.487.388 $ | +975.204 $ | +13,0 % | 7.512.184 $ | +1.493.987 $ | +24,8 % | 6.018.197 $ | +47.989 $ | +0,8 % | 5.970.208 $ | +331.452 $ | +5,9 % |
| Alpha Cubed Investments, LLC | 8.480.354 $ | -335.303 $ | -3,8 % | |||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 7.885.980 $ | +1.497.964 $ | +23,4 % | 6.388.016 $ | -2.085.170 $ | -24,6 % | 8.473.186 $ | +636.705 $ | +8,1 % | |||
| Alexis Investment Partners, LLC | 8.453.740 $ | +743.770 $ | +9,6 % | 7.709.970 $ | -429.321 $ | -5,3 % | 8.139.291 $ | +568.738 $ | +7,5 % | |||
| QUADRANT CAPITAL GROUP LLC | 8.404.647 $ | +377.522 $ | +4,7 % | 8.027.125 $ | +1.755.765 $ | +28,0 % | 6.271.360 $ | -718.458 $ | -10,3 % | 6.989.818 $ | +906.809 $ | +14,9 % |
| Gerald Baker Financial Group LLC | 7.535.568 $ | +936.135 $ | +14,2 % | 6.599.433 $ | -1.792.164 $ | -21,4 % | 8.391.597 $ | |||||
| AdvisorNet Financial, Inc | 3.041.904 $ | -5.347.687 $ | -63,7 % | 8.389.591 $ | +5.574.660 $ | +198,0 % | 2.814.931 $ | +206.732 $ | +7,9 % | 2.608.199 $ | -6.990.212 $ | -72,8 % |
| Finward Bancorp | 8.161.828 $ | -168.152 $ | -2,0 % | 8.329.980 $ | +1.512.707 $ | +22,2 % | 6.817.273 $ | -398.939 $ | -5,5 % | 7.216.212 $ | +83.275 $ | +1,2 % |
| Strategic Financial Partners, Ltd. | 8.325.392 $ | +1.026.305 $ | +14,1 % | 7.299.087 $ | -643.473 $ | -8,1 % | 7.942.560 $ | +67.290 $ | +0,9 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8.319.726 $ | +189.347 $ | +2,3 % | 8.130.379 $ | ||||||||
| Odyssey Capital Advisors, Inc. | 8.310.084 $ | +1.500.827 $ | +22,0 % | 6.809.257 $ | -1.441.332 $ | -17,5 % | 8.250.589 $ | |||||
| LCM Capital Management Inc | 8.161.609 $ | -130.382 $ | -1,6 % | 8.291.991 $ | +812.404 $ | +10,9 % | 7.479.587 $ | -694.285 $ | -8,5 % | 8.173.872 $ | +118.105 $ | +1,5 % |
| WULFF, HANSEN & CO. | 8.288.353 $ | +1.682.225 $ | +25,5 % | 6.606.128 $ | +17.865 $ | +0,3 % | ||||||
| OLD NATIONAL BANCORP /IN/ | 8.109.792 $ | -171.844 $ | -2,1 % | 8.281.636 $ | +1.599.869 $ | +23,9 % | 6.681.767 $ | -735.558 $ | -9,9 % | 7.417.325 $ | +313.180 $ | +4,4 % |
| ATLANTIC FAMILY WEALTH, LLC | 8.254.853 $ | +3.017.456 $ | +57,6 % | 5.237.397 $ | +108.342 $ | +2,1 % | 5.129.055 $ | +87.478 $ | +1,7 % | |||
| Avant Capital LLC | 8.226.185 $ | +970.946 $ | +13,4 % | 7.255.239 $ | -298.134 $ | -3,9 % | 7.553.373 $ | +249.132 $ | +3,4 % | |||
| Quent Capital, LLC | 8.216.337 $ | +1.260.309 $ | +18,1 % | 6.956.028 $ | -221.034 $ | -3,1 % | 7.177.062 $ | +173.388 $ | +2,5 % | |||
| Live Oak Investment Partners | 4.501.810 $ | +1.039.053 $ | +30,0 % | 3.462.757 $ | -4.739.302 $ | -57,8 % | 8.202.059 $ | +1.854.507 $ | +29,2 % | |||
| HWG Holdings LP | 8.202.047 $ | |||||||||||
| SAX WEALTH ADVISORS, LLC | 8.201.238 $ | +1.805.877 $ | +28,2 % | 6.395.361 $ | +853.591 $ | +15,4 % | 5.541.770 $ | -27.136 $ | -0,5 % | 5.568.906 $ | +2.270.116 $ | +68,8 % |
| Evanson Financial, LLC | 8.183.760 $ | |||||||||||
| Onyx Bridge Wealth Group LLC | 8.181.656 $ | +604.637 $ | +8,0 % | 7.577.019 $ | +946.182 $ | +14,3 % | 6.630.837 $ | +1.054.882 $ | +18,9 % | 5.575.955 $ | +313.197 $ | +6,0 % |
| Fairway Financial, LLC | 2.232.933 $ | -5.943.972 $ | -72,7 % | 8.176.905 $ | +2.163.905 $ | +36,0 % | 6.013.000 $ | -604.557 $ | -9,1 % | 6.617.557 $ | -123.951 $ | -1,8 % |
| Nicht ausgewiesen | 8.176.460 $ | +602.998 $ | +8,0 % | 7.573.462 $ | -367.519 $ | -4,6 % | 7.940.981 $ | +660.431 $ | +9,1 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 5.498.278 $ | -205.205 $ | -3,6 % | 5.703.483 $ | -2.398.386 $ | -29,6 % | 8.101.869 $ | +4.177.608 $ | +106,5 % | |||
| GOULD ASSET MANAGEMENT LLC /CA/ | 8.099.718 $ | +1.291.969 $ | +19,0 % | 6.807.749 $ | -156.188 $ | -2,2 % | 6.963.937 $ | +54.176 $ | +0,8 % | |||
| CATHY PARETO & ASSOCIATES, INC | 8.087.796 $ | +140.574 $ | +1,8 % | 7.947.222 $ | +1.459.031 $ | +22,5 % | 6.488.191 $ | -593.630 $ | -8,4 % | 7.081.821 $ | +120.666 $ | +1,7 % |
| Geneos Wealth Management Inc. | 7.353.716 $ | +1.288.108 $ | +21,2 % | 6.065.608 $ | -1.971.647 $ | -24,5 % | 8.037.255 $ | +1.551.738 $ | +23,9 % | |||
| SAGE RHINO CAPITAL LLC | 8.005.341 $ | +63.747 $ | +0,8 % | 7.941.594 $ | +299.600 $ | +3,9 % | 7.641.994 $ | +287.957 $ | +3,9 % | |||
| Stonebridge Financial Group, LLC/CA | 7.992.000 $ | |||||||||||
| Argo Wealth Advisory, LLC | 7.985.448 $ | +1.810.786 $ | +29,3 % | 6.174.662 $ | -494.409 $ | -7,4 % | 6.669.071 $ | |||||
| Affinity Capital Advisors, LLC | 7.985.402 $ | +952.122 $ | +13,5 % | 7.033.280 $ | +1.325.451 $ | +23,2 % | 5.707.829 $ | +109.665 $ | +2,0 % | 5.598.164 $ | +4.018 $ | +0,1 % |
| LIBERTY WEALTH MANAGEMENT LLC | 7.979.478 $ | +0 $ | +0,0 % | 7.979.478 $ | +318.731 $ | +4,2 % | 7.660.747 $ | +143.728 $ | +1,9 % | |||
| Krilogy Financial LLC | 7.931.969 $ | +656.065 $ | +9,0 % | 7.275.904 $ | +916.782 $ | +14,4 % | 6.359.122 $ | -1.179.431 $ | -15,6 % | 7.538.553 $ | -1.055.131 $ | -12,3 % |
| First Heartland Consultants, Inc. | 7.905.580 $ | +1.828.278 $ | +30,1 % | 6.077.302 $ | +730.815 $ | +13,7 % | 5.346.487 $ | +561.686 $ | +11,7 % | 4.784.801 $ | +1.615.661 $ | +51,0 % |
| MONEY CONCEPTS CAPITAL CORP | 7.888.324 $ | +763.268 $ | +10,7 % | 7.125.056 $ | -313.293 $ | -4,2 % | 7.438.349 $ | +167.880 $ | +2,3 % | |||
| Atomic Invest LLC | 7.865.958 $ | +6.096.079 $ | +344,4 % | 1.769.879 $ | +40.149 $ | +2,3 % | 1.729.730 $ | |||||
| Capital Investment Advisory Services, LLC | 7.828.224 $ | +935.128 $ | +13,6 % | 6.893.096 $ | +199.831 $ | +3,0 % | 6.693.265 $ | +169.207 $ | +2,6 % | |||
| Drucker Wealth 3.0, LLC | 7.808.185 $ | +1.346.510 $ | +20,8 % | 6.461.675 $ | -297.809 $ | -4,4 % | 6.759.484 $ | +6.825 $ | +0,1 % | |||
| Wolff Financial Management LLC | 7.805.258 $ | +1.249.099 $ | +19,1 % | 6.556.159 $ | -156.549 $ | -2,3 % | 6.712.708 $ | +44.346 $ | +0,7 % | |||
| Sound Stewardship, LLC | 7.724.954 $ | +133.254 $ | +1,8 % | 7.591.700 $ | +1.946.214 $ | +34,5 % | 5.645.486 $ | -310.478 $ | -5,2 % | 5.955.964 $ | -436.576 $ | -6,8 % |
| Sound Income Strategies, LLC | 7.701.382 $ | +742.900 $ | +10,7 % | 6.958.482 $ | +814.992 $ | +13,3 % | 6.143.490 $ | -162.435 $ | -2,6 % | 6.305.925 $ | +2.335.579 $ | +58,8 % |
| Chokshi & Queen Wealth Advisors, Inc | 7.700.252 $ | +1.095.310 $ | +16,6 % | 6.604.942 $ | -513.846 $ | -7,2 % | 7.118.788 $ | +524.519 $ | +8,0 % | |||
| NLB Skladi, upravljanje premozenja, d.o.o. | 7.622.943 $ | -49.127 $ | -0,6 % | 7.672.070 $ | +524.952 $ | +7,3 % | 7.147.118 $ | +271.034 $ | +3,9 % | 6.876.084 $ | ||
| Flatrock Wealth Partners LLC | 6.917.771 $ | -740.599 $ | -9,7 % | 7.658.370 $ | +1.769.917 $ | +30,1 % | 5.888.453 $ | |||||
| CHANNEL WEALTH LLC | 7.655.269 $ | +461.980 $ | +6,4 % | 7.193.289 $ | +5.898.734 $ | +455,7 % | 1.294.555 $ | +14.398 $ | +1,1 % | |||
| CAPITAL ADVISORS INC/OK | 7.649.689 $ | +1.787.828 $ | +30,5 % | 5.861.861 $ | -475.062 $ | -7,5 % | 6.336.923 $ | +126.804 $ | +2,0 % | |||
| Sovran Advisors, LLC | 7.562.717 $ | +789.312 $ | +11,7 % | 6.773.405 $ | +406.136 $ | +6,4 % | 6.367.269 $ | -436.407 $ | -6,4 % | |||
| Asset Management Group, Inc. | 7.561.729 $ | +1.378.450 $ | +22,3 % | 6.183.279 $ | -52.371 $ | -0,8 % | 6.235.650 $ | +121.244 $ | +2,0 % | |||
| Realta Investment Advisors | 7.551.145 $ | +487.811 $ | +6,9 % | 7.063.334 $ | +2.491.045 $ | +54,5 % | 4.572.289 $ | -1.612.631 $ | -26,1 % | 6.184.920 $ | +250.739 $ | +4,2 % |
| Brookwood Investment Group LLC | 7.549.096 $ | +976.992 $ | +14,9 % | 6.572.104 $ | -464.352 $ | -6,6 % | 7.036.456 $ | -357.975 $ | -4,8 % | |||
| WMG Financial Advisors, LLC | 7.543.870 $ | +2.341.016 $ | +45,0 % | 5.202.854 $ | +1.537.844 $ | +42,0 % | 3.665.010 $ | -729.611 $ | -16,6 % | |||
| Jacobi Capital Management LLC | 7.532.515 $ | +1.666.104 $ | +28,4 % | 5.866.411 $ | -201.791 $ | -3,3 % | 6.068.202 $ | +83.102 $ | +1,4 % | |||
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 7.467.266 $ | +32.498 $ | +0,4 % | 7.434.768 $ | +790.902 $ | +11,9 % | 6.643.866 $ | -621.505 $ | -8,6 % | 7.265.371 $ | +256.623 $ | +3,7 % |
| CGN Advisors LLC | 4.318.151 $ | -3.147.068 $ | -42,2 % | 7.465.219 $ | +394.534 $ | +5,6 % | 7.070.685 $ | +264.646 $ | +3,9 % | 6.806.039 $ | +252.027 $ | +3,8 % |
| Innovative Wealth Building LLC | 7.456.158 $ | +138.240 $ | +1,9 % | 7.317.918 $ | +2.126.510 $ | +41,0 % | 5.191.408 $ | +208.350 $ | +4,2 % | 4.983.058 $ | +120.139 $ | +2,5 % |
| MAINSAIL ASSET MANAGEMENT, LLC | 7.437.987 $ | +98.008 $ | +1,3 % | 7.339.979 $ | +1.206.339 $ | +19,7 % | 6.133.640 $ | -375.996 $ | -5,8 % | 6.509.636 $ | +103.758 $ | +1,6 % |
| McAdam, LLC | 7.412.103 $ | +570.893 $ | +8,3 % | 6.841.210 $ | +156.985 $ | +2,3 % | 6.684.225 $ | -111.902 $ | -1,6 % | 6.796.127 $ | +145.857 $ | +2,2 % |
| Accretive Wealth Partners, LLC | 7.394.352 $ | +1.203.346 $ | +19,4 % | 6.191.006 $ | -5.023 $ | -0,1 % | 6.196.029 $ | +188.009 $ | +3,1 % | |||
| Brooklyn FI, LLC | 4.802.935 $ | -2.260.205 $ | -32,0 % | 7.063.140 $ | -319.962 $ | -4,3 % | 7.383.102 $ | +312.076 $ | +4,4 % | |||
| Retireful, LLC | 6.967.396 $ | +3.318.769 $ | +91,0 % | 3.648.627 $ | -3.727.018 $ | -50,5 % | 7.375.645 $ | +2.486.611 $ | +50,9 % | 4.889.034 $ | -1.723.544 $ | -26,1 % |
| Sovereign Financial Group, Inc. | 7.360.793 $ | +1.181.499 $ | +19,1 % | 6.179.294 $ | -166.276 $ | -2,6 % | 6.345.570 $ | +267.995 $ | +4,4 % | |||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.894.092 $ | +388.686 $ | +6,0 % | 6.505.406 $ | -816.956 $ | -11,2 % | 7.322.362 $ | -158.410 $ | -2,1 % | |||
| Belvedere Trading LLC | 7.315.166 $ | +4.303.806 $ | +142,9 % | 3.011.360 $ | +541.856 $ | +21,9 % | 2.469.504 $ | +2.021.526 $ | +451,3 % | |||
| Harbor Asset Planning, Inc. | 7.299.490 $ | +1.034.190 $ | +16,5 % | 6.265.300 $ | -102.948 $ | -1,6 % | 6.368.248 $ | +468.357 $ | +7,9 % | |||
| Private Wealth Advisors, LLC | 7.260.371 $ | +332.603 $ | +4,8 % | 6.927.768 $ | +23.238 $ | +0,3 % | 6.904.530 $ | +84.783 $ | +1,2 % | |||
| Christensen, King & Associates Investment Services, Inc. | 7.256.544 $ | +3.366.926 $ | +86,6 % | 3.889.618 $ | -1.944.725 $ | -33,3 % | 5.834.343 $ | -99.991 $ | -1,7 % | 5.934.334 $ | +29.432 $ | +0,5 % |
| Midwest Trust Co | 7.251.907 $ | +140.894 $ | +2,0 % | 7.111.013 $ | +2.006.412 $ | +39,3 % | 5.104.601 $ | -643.590 $ | -11,2 % | 5.748.191 $ | -23.181 $ | -0,4 % |
| PCM Encore, LLC | 7.250.073 $ | +3.208.532 $ | +79,4 % | 4.041.541 $ | +952.235 $ | +30,8 % | 3.089.306 $ | |||||
| Cardinal Point Capital Management ULC | 7.240.451 $ | +402.412 $ | +5,9 % | 6.838.039 $ | +1.665.636 $ | +32,2 % | 5.172.403 $ | +152.232 $ | +3,0 % | 5.020.171 $ | +82.740 $ | +1,7 % |
| NOVARE CAPITAL MANAGEMENT LLC | 7.076.928 $ | +349.701 $ | +5,2 % | 6.727.227 $ | -506.682 $ | -7,0 % | 7.233.909 $ | -120.483 $ | -1,6 % | |||
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 7.208.167 $ | +5.551.603 $ | +335,1 % | 1.656.564 $ | ||||||||
| CORDA Investment Management, LLC. | 1.179.251 $ | -6.008.394 $ | -83,6 % | 7.187.645 $ | ||||||||
| Badgley Phelps Wealth Managers, LLC | 5.657.749 $ | +463.493 $ | +8,9 % | 5.194.256 $ | +416.999 $ | +8,7 % | 4.777.257 $ | -2.401.775 $ | -33,5 % | 7.179.032 $ | +6.010.670 $ | +514,5 % |
| BANK OF NOVA SCOTIA | 6.116.883 $ | -539.079 $ | -8,1 % | 6.655.962 $ | -474.048 $ | -6,6 % | 7.130.010 $ | +386.950 $ | +5,7 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 7.129.991 $ | +2.896.601 $ | +68,4 % | 4.233.390 $ | +1.199.955 $ | +39,6 % | 3.033.435 $ | -509.874 $ | -14,4 % | 3.543.309 $ | +1.104.894 $ | +45,3 % |
| Larson Financial Group LLC | 5.778.576 $ | -1.349.210 $ | -18,9 % | 7.127.786 $ | +2.537.131 $ | +55,3 % | 4.590.655 $ | -56.843 $ | -1,2 % | |||
| Smith Salley Wealth Management | 7.105.511 $ | +1.688.386 $ | +31,2 % | 5.417.125 $ | -446.009 $ | -7,6 % | 5.863.134 $ | +54.712 $ | +0,9 % | |||
| Prasad Wealth Partners, LLC | 407.430 $ | -6.696.920 $ | -94,3 % | 7.104.350 $ | +1.735 $ | +0,0 % | 7.102.615 $ | |||||
| LMG Wealth Partners, LLC | 7.097.845 $ | +1.086.832 $ | +18,1 % | 6.011.013 $ | -400.581 $ | -6,2 % | 6.411.594 $ | -16.185 $ | -0,3 % | |||
| Marshall & Sterling Wealth Advisors Inc. | 5.751.710 $ | +468.210 $ | +8,9 % | 5.283.500 $ | -1.804.069 $ | -25,5 % | 7.087.569 $ | -215.323 $ | -2,9 % | |||
| Capital Investment Advisors, LLC | 6.980.774 $ | -77.272 $ | -1,1 % | 7.058.046 $ | +968.103 $ | +15,9 % | 6.089.943 $ | -431.390 $ | -6,6 % | 6.521.333 $ | -50.933 $ | -0,8 % |
| Horizon Investment Services, LLC | 7.055.753 $ | +1.024.264 $ | +17,0 % | 6.031.489 $ | -239.481 $ | -3,8 % | 6.270.970 $ | +166.958 $ | +2,7 % | |||
| John A. Wolfe & Associates, Inc. | 7.055.693 $ | +979.703 $ | +16,1 % | 6.075.990 $ | +108.446 $ | +1,8 % | 5.967.544 $ | |||||
| Litman Gregory Wealth Management LLC | 6.983.291 $ | +452.014 $ | +6,9 % | |||||||||
| Insight Advisors, LLC/ PA | 6.979.113 $ | +1.627.383 $ | +30,4 % | 5.351.730 $ | -455.680 $ | -7,8 % | 5.807.410 $ | -64.335 $ | -1,1 % | |||
| KDK Private Wealth Management, LLC | 6.970.352 $ | +675.007 $ | +10,7 % | 6.295.345 $ | -263.043 $ | -4,0 % | 6.558.388 $ | -97.678 $ | -1,5 % | |||
| Mathes Company, Inc. | 6.958.000 $ | +1.156.000 $ | +19,9 % | 5.802.000 $ | -716.000 $ | -11,0 % | 6.518.000 $ | +164.000 $ | +2,6 % | |||
| Frank, Rimerman Advisors LLC | 6.008.532 $ | +47.157 $ | +0,8 % | 5.961.375 $ | -125.424 $ | -2,1 % | 6.086.799 $ | -863.615 $ | -12,4 % | 6.950.414 $ | +361.263 $ | +5,5 % |
| Palisades Hudson Asset Management, L.P. | 6.938.000 $ | +1.700.000 $ | +32,5 % | 5.238.000 $ | +262.000 $ | +5,3 % | 4.976.000 $ | +656.000 $ | +15,2 % | |||
| MMBG INVESTMENT ADVISORS CO. | 6.908.256 $ | +1.849.786 $ | +36,6 % | 5.058.470 $ | -459.200 $ | -8,3 % | 5.517.670 $ | -1.090.006 $ | -16,5 % | |||
| SageGuard Financial Group, LLC | 6.842.987 $ | +460.499 $ | +7,2 % | 6.382.488 $ | -505.392 $ | -7,3 % | 6.887.880 $ | |||||
| GAMCO INVESTORS, INC. ET AL | 6.106.791 $ | -780.087 $ | -11,3 % | 6.886.878 $ | +22.441 $ | +0,3 % | ||||||
| Physician Wealth Advisors, Inc. | 6.884.612 $ | +364.922 $ | +5,6 % | 6.519.690 $ | +1.766.708 $ | +37,2 % | 4.752.982 $ | -244.151 $ | -4,9 % | 4.997.133 $ | +440.209 $ | +9,7 % |
| Sicart Associates LLC | 6.875.002 $ | +1.227.082 $ | +21,7 % | 5.647.920 $ | -490.383 $ | -8,0 % | 6.138.303 $ | +174.036 $ | +2,9 % | |||
| Mittelman Wealth Management | 6.862.539 $ | +278.508 $ | +4,2 % | 6.584.031 $ | +614.007 $ | +10,3 % | 5.970.024 $ | +1.956.989 $ | +48,8 % | |||
| Eagle Strategies LLC | 6.858.519 $ | +520.326 $ | +8,2 % | 6.338.193 $ | +1.596.779 $ | +33,7 % | 4.741.414 $ | -551.549 $ | -10,4 % | 5.292.963 $ | +12.504 $ | +0,2 % |
| Redhawk Wealth Advisors, Inc. | 5.585.766 $ | -494.731 $ | -8,1 % | 6.080.497 $ | +208.956 $ | +3,6 % | 5.871.541 $ | -981.022 $ | -14,3 % | 6.852.563 $ | -25.825.358 $ | -79,0 % |
| Thayer Partners, LLC / MA | 6.850.339 $ | +719.996 $ | +11,7 % | 6.130.343 $ | -196.067 $ | -3,1 % | 6.326.410 $ | |||||
| Clear Point Advisors Inc. | 686.329 $ | -6.143.852 $ | -90,0 % | 6.830.181 $ | +6.154.320 $ | +910,6 % | 675.861 $ | +43.668 $ | +6,9 % | |||
| Glass Jacobson Investment Advisors llc | 6.785.346 $ | +472.726 $ | +7,5 % | 6.312.620 $ | +428.437 $ | +7,3 % | 5.884.183 $ | -259.248 $ | -4,2 % | |||
| Well Done, LLC | 6.771.836 $ | +91.996 $ | +1,4 % | 6.679.840 $ | +947.359 $ | +16,5 % | 5.732.481 $ | -428.091 $ | -6,9 % | 6.160.572 $ | -15.044 $ | -0,2 % |
| Bell Bank | 6.757.207 $ | +2.625.445 $ | +63,5 % | 4.131.762 $ | +914.232 $ | +28,4 % | 3.217.530 $ | +337.575 $ | +11,7 % | 2.879.955 $ | +195.968 $ | +7,3 % |
| LPWM LLC | 6.741.766 $ | +331.002 $ | +5,2 % | 6.410.764 $ | +1.176.727 $ | +22,5 % | 5.234.037 $ | +610.287 $ | +13,2 % | 4.623.750 $ | -92.717 $ | -2,0 % |
| TRANSCEND CAPITAL ADVISORS, LLC | 6.730.864 $ | +1.332.703 $ | +24,7 % | 5.398.161 $ | -1.205.229 $ | -18,3 % | 6.603.390 $ | -718.475 $ | -9,8 % | |||
| Balanced Rock Investment Advisors LLC | 6.726.184 $ | +703.914 $ | +11,7 % | 6.022.270 $ | -256.221 $ | -4,1 % | 6.278.491 $ | +45.357 $ | +0,7 % | |||
| Birchcreek Wealth Management, LLC | 6.713.873 $ | +604.050 $ | +9,9 % | 6.109.823 $ | -12.357 $ | -0,2 % | 6.122.180 $ | -1.134.065 $ | -15,6 % | |||
| Guardian Capital, LLC | 4.142.775 $ | -602.747 $ | -12,7 % | 4.745.522 $ | -1.946.661 $ | -29,1 % | 6.692.183 $ | |||||
| HAZLETT, BURT & WATSON, INC. | 6.692.000 $ | +1.165.000 $ | +21,1 % | 5.527.000 $ | -111.000 $ | -2,0 % | 5.638.000 $ | +156.000 $ | +2,8 % | |||
| Cornerstone Wealth Group, LLC | 1.239.436 $ | +132.715 $ | +12,0 % | 1.106.721 $ | -5.567.212 $ | -83,4 % | 6.673.933 $ | +6.122.580 $ | +1.110,5 % | |||
| Everest Financial Group LLC | 6.673.260 $ | +1.528.962 $ | +29,7 % | 5.144.298 $ | +3.847.172 $ | +296,6 % | 1.297.126 $ | |||||
| Fund Evaluation Group, LLC | 5.045.548 $ | +717.575 $ | +16,6 % | 4.327.973 $ | -2.319.008 $ | -34,9 % | 6.646.981 $ | -1.280.560 $ | -16,2 % | |||
| Keystone Financial Group | 6.629.758 $ | +1.480.055 $ | +28,7 % | 5.149.703 $ | -109.883 $ | -2,1 % | 5.259.586 $ | +91.770 $ | +1,8 % | |||
| NKCFO LLC | 6.627.000 $ | |||||||||||
| Narus Financial Partners, LLC | 6.607.898 $ | +187.430 $ | +2,9 % | 6.420.468 $ | +960.052 $ | +17,6 % | 5.460.416 $ | -303.821 $ | -5,3 % | 5.764.237 $ | +170.270 $ | +3,0 % |
| Journey Advisory Group, LLC | 6.591.116 $ | +5.240.130 $ | +387,9 % | 1.350.986 $ | -142.375 $ | -9,5 % | 1.493.361 $ | -16.255 $ | -1,1 % | |||
| Prairie Wealth Advisors, Inc. | 6.568.476 $ | |||||||||||
| Madison Wealth Partners, Inc | 6.566.853 $ | +1.274.459 $ | +24,1 % | 5.292.394 $ | +1.028.881 $ | +24,1 % | 4.263.513 $ | +1.466.917 $ | +52,5 % | |||
| Cherry Creek Investment Advisors, Inc. | 6.558.066 $ | +577.484 $ | +9,7 % | 5.980.582 $ | -180.765 $ | -2,9 % | 6.161.347 $ | +706.454 $ | +13,0 % | 5.454.893 $ | +24.936 $ | +0,5 % |
| JNBA Financial Advisors | 6.557.334 $ | +1.399.907 $ | +27,1 % | 5.157.427 $ | -548.943 $ | -9,6 % | 5.706.370 $ | +93.544 $ | +1,7 % | |||
| ACORN CREEK CAPITAL LLC | 6.552.792 $ | +1.719.587 $ | +35,6 % | 4.833.205 $ | -525.497 $ | -9,8 % | 5.358.702 $ | -34.585 $ | -0,6 % | |||
| EQ LLC | 6.242.910 $ | +593.118 $ | +10,5 % | 5.649.792 $ | -891.437 $ | -13,6 % | 6.541.229 $ | -33.081 $ | -0,5 % | |||
| CERTUITY, LLC | 6.508.832 $ | +1.656.936 $ | +34,2 % | 4.851.896 $ | -673.681 $ | -12,2 % | 5.525.577 $ | +703.913 $ | +14,6 % | |||
| O'Brien Wealth Partners LLC | 6.425.245 $ | +99.811 $ | +1,6 % | |||||||||
| Eley Financial Management, Inc | 6.414.280 $ | +1.208.591 $ | +23,2 % | 5.205.689 $ | -612.739 $ | -10,5 % | 5.818.428 $ | -126.987 $ | -2,1 % | |||
| Continuum Advisory, LLC | 6.398.647 $ | +2.217.251 $ | +53,0 % | 4.181.396 $ | -199.032 $ | -4,5 % | 4.380.428 $ | +167.207 $ | +4,0 % | |||
| HIGHLINE WEALTH PARTNERS LLC | 6.393.956 $ | +218.635 $ | +3,5 % | 6.175.321 $ | +2.228.981 $ | +56,5 % | 3.946.340 $ | -399.894 $ | -9,2 % | 4.346.234 $ | +157.429 $ | +3,8 % |
| GRIFFIN ASSET MANAGEMENT, INC. | 4.321.979 $ | -1.953.092 $ | -31,1 % | 6.275.071 $ | +1.409.118 $ | +29,0 % | 4.865.953 $ | -1.522.992 $ | -23,8 % | 6.388.945 $ | +346.932 $ | +5,7 % |
| LFA - Lugano Financial Advisors SA | 6.380.506 $ | +2.393.339 $ | +60,0 % | 3.987.167 $ | +539.298 $ | +15,6 % | 3.447.869 $ | +1.777.938 $ | +106,5 % | |||
| NORTH STAR ASSET MANAGEMENT INC | 3.887.873 $ | -108.725 $ | -2,7 % | 3.996.598 $ | -2.367.258 $ | -37,2 % | 6.363.856 $ | +1.146.373 $ | +22,0 % | |||
| SEAMOUNT FINANCIAL GROUP INC | 6.328.051 $ | +664.638 $ | +11,7 % | 5.663.413 $ | -644.313 $ | -10,2 % | 6.307.726 $ | +1.308.734 $ | +26,2 % | 4.998.992 $ | +14.652 $ | +0,3 % |
| CacheTech Inc. | 5.281.539 $ | -1.027.264 $ | -16,3 % | 6.308.803 $ | +523.564 $ | +9,0 % | 5.785.239 $ | -1.269.993 $ | -18,0 % | |||
| Adams Wealth Management | 5.281.539 $ | -1.027.264 $ | -16,3 % | 6.308.803 $ | +523.564 $ | +9,0 % | 5.785.239 $ | -1.269.993 $ | -18,0 % | |||
| Promethos Capital, LLC | 6.289.706 $ | |||||||||||
| PCG ASSET MANAGEMENT, LLC | 6.278.146 $ | +1.477.259 $ | +30,8 % | 4.800.887 $ | -360.278 $ | -7,0 % | 5.161.165 $ | -99.769 $ | -1,9 % | |||
| AlphaStar Capital Management, LLC | 3.011.018 $ | -3.266.613 $ | -52,0 % | 6.277.631 $ | +4.919.334 $ | +362,2 % | 1.358.297 $ | -74.144 $ | -5,2 % | 1.432.441 $ | +35.673 $ | +2,6 % |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 6.259.960 $ | +1.688.053 $ | +36,9 % | 4.571.907 $ | -740.017 $ | -13,9 % | 5.311.924 $ | +82.861 $ | +1,6 % | |||
| Index Fund Advisors, Inc. | 6.246.310 $ | +1.690.678 $ | +37,1 % | 4.555.632 $ | -342.378 $ | -7,0 % | 4.898.010 $ | +47.609 $ | +1,0 % | |||
| Crown Wealth Group, LLC | 3.280.183 $ | -8.712 $ | -0,3 % | 3.288.895 $ | +539.479 $ | +19,6 % | 2.749.416 $ | -3.494.949 $ | -56,0 % | 6.244.365 $ | -2.833.419 $ | -31,2 % |
| American Trust | 6.228.139 $ | +1.059.814 $ | +20,5 % | 5.168.325 $ | -157.136 $ | -3,0 % | 5.325.461 $ | +453.354 $ | +9,3 % | |||
| Vision Retirement, LLC | 6.218.082 $ | +1.877.214 $ | +43,2 % | 4.340.868 $ | +43.124 $ | +1,0 % | 4.297.744 $ | |||||
| QUATTRO FINANCIAL ADVISORS LLC | 6.210.818 $ | +587.568 $ | +10,4 % | 5.623.250 $ | -2.726.470 $ | -32,7 % | ||||||
| Oliver Luxxe Assets LLC | 274.969 $ | +2.700 $ | +1,0 % | 272.269 $ | -3.577 $ | -1,3 % | 275.846 $ | -5.934.948 $ | -95,6 % | 6.210.794 $ | -213.602 $ | -3,3 % |
| HBW ADVISORY SERVICES LLC | 6.191.446 $ | +970.897 $ | +18,6 % | 5.220.549 $ | +849.463 $ | +19,4 % | 4.371.086 $ | -128.321 $ | -2,9 % | 4.499.407 $ | +493.878 $ | +12,3 % |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6.188.404 $ | +716.848 $ | +13,1 % | 5.471.556 $ | -253.086 $ | -4,4 % | 5.724.642 $ | +114.599 $ | +2,0 % | |||
| UMB Bank, n.a. | 6.170.912 $ | +800.771 $ | +14,9 % | 5.370.141 $ | -247.564 $ | -4,4 % | 5.617.705 $ | +877.769 $ | +18,5 % | |||
| PERRYMAN FINANCIAL ADVISORY INC /AD | 6.124.537 $ | +213.876 $ | +3,6 % | 5.910.661 $ | +745.098 $ | +14,4 % | 5.165.563 $ | +22.627 $ | +0,4 % | 5.142.936 $ | ||
| Elevation Capital Advisory, LLC | 2.344.380 $ | -3.775.704 $ | -61,7 % | 6.120.084 $ | +733.842 $ | +13,6 % | 5.386.242 $ | -5.981.801 $ | -52,6 % | |||
| Almanack Investment Partners, LLC. | 6.118.503 $ | +5.426.921 $ | +784,7 % | |||||||||
| WESTWOOD HOLDINGS GROUP INC | 6.080.690 $ | +489.303 $ | +8,8 % | 5.591.387 $ | +145.347 $ | +2,7 % | 5.446.040 $ | +127.040 $ | +2,4 % | |||
| PENNINGTON PARTNERS & CO., LLC | 4.723.379 $ | +729.934 $ | +18,3 % | 3.993.445 $ | -2.080.095 $ | -34,2 % | 6.073.540 $ | +5.538.278 $ | +1.034,7 % | |||
| Novak & Powell Financial Services, Inc. | 6.072.942 $ | +504.844 $ | +9,1 % | 5.568.098 $ | -200.313 $ | -3,5 % | 5.768.411 $ | +181.561 $ | +3,2 % | |||
| Tandem Investment Partners LLC | 6.056.037 $ | +231.230 $ | +4,0 % | 5.824.807 $ | +974.258 $ | +20,1 % | 4.850.549 $ | -273.647 $ | -5,3 % | 5.124.196 $ | -497.928 $ | -8,9 % |
| Calder Financial LLC | 5.781.045 $ | -267.834 $ | -4,4 % | 6.048.879 $ | +2.501 $ | +0,0 % | 6.046.378 $ | +156.301 $ | +2,7 % | 5.890.077 $ | ||
| BANK OF HAWAII | 6.039.110 $ | +456.862 $ | +8,2 % | 5.582.248 $ | -428.928 $ | -7,1 % | 6.011.176 $ | -68.258 $ | -1,1 % | |||
| Hippocratic Financial Advisors, LLC | 6.032.002 $ | +171.517 $ | +2,9 % | 5.860.485 $ | +323.443 $ | +5,8 % | 5.537.042 $ | +331.243 $ | +6,4 % | 5.205.799 $ | +732.430 $ | +16,4 % |
| HILLTOP WEALTH ADVISORS, LLC | 6.013.276 $ | +813.814 $ | +15,7 % | 5.199.462 $ | -369.212 $ | -6,6 % | 5.568.674 $ | +12.385 $ | +0,2 % | |||
| Cresta Advisors, Ltd. | 6.002.894 $ | +1.997.578 $ | +49,9 % | 4.005.316 $ | +257.983 $ | +6,9 % | 3.747.333 $ | +299.475 $ | +8,7 % | 3.447.858 $ | +208.943 $ | +6,5 % |
| Americana Partners, LLC | 5.996.075 $ | +1.170.556 $ | +24,3 % | 4.825.519 $ | +257.151 $ | +5,6 % | 4.568.368 $ | -3.683.054 $ | -44,6 % | |||
| XY Planning Network, Inc. | 5.982.931 $ | +979.599 $ | +19,6 % | 5.003.332 $ | +3.606.990 $ | +258,3 % | 1.396.342 $ | +421.408 $ | +43,2 % | 974.934 $ | -1.279.256 $ | -56,8 % |
| Sun Group Wealth Partners | 5.974.104 $ | +1.102.216 $ | +22,6 % | 4.871.888 $ | -307.840 $ | -5,9 % | 5.179.728 $ | |||||
| FLAGSHIP WEALTH ADVISORS, LLC | 5.970.316 $ | +3.346.905 $ | +127,6 % | 2.623.411 $ | -2.447.054 $ | -48,3 % | 5.070.465 $ | +1.181.099 $ | +30,4 % | |||
| Stegent Equity Advisors, Inc. | 4.226.954 $ | +470.688 $ | +12,5 % | 3.756.266 $ | -2.210.483 $ | -37,0 % | 5.966.749 $ | +5.157.869 $ | +637,7 % | 808.880 $ | -11.740 $ | -1,4 % |
| Baker Avenue Asset Management, LP | 5.963.796 $ | +1.326.447 $ | +28,6 % | 4.637.349 $ | -1.098.086 $ | -19,1 % | 5.735.435 $ | +738.666 $ | +14,8 % | |||
| ASSOCIATED BANC-CORP | 5.956.012 $ | +1.358.440 $ | +29,5 % | 4.597.572 $ | -617.417 $ | -11,8 % | 5.214.989 $ | -122.797 $ | -2,3 % | |||
| Tactive Advisors, LLC | 5.942.571 $ | +268.860 $ | +4,7 % | 5.673.711 $ | +1.124.804 $ | +24,7 % | 4.548.907 $ | -172.769 $ | -3,7 % | 4.721.676 $ | -185.433 $ | -3,8 % |
| INGALLS & SNYDER LLC | 5.941.000 $ | +582.000 $ | +10,9 % | 5.359.000 $ | -352.000 $ | -6,2 % | 5.711.000 $ | +305.000 $ | +5,6 % | |||
| DEBUSSY CAPITAL MANAGEMENT LP | 5.511.370 $ | -412.229 $ | -7,0 % | 5.923.599 $ | +804.960 $ | +15,7 % | ||||||
| FLORIDA FINANCIAL ADVISORS, LLC | 5.513.846 $ | +297.859 $ | +5,7 % | 5.215.987 $ | -700.714 $ | -11,8 % | 5.916.701 $ | +112.340 $ | +1,9 % | |||
| Hoffman, Alan N Investment Management | 5.916.519 $ | +1.168.827 $ | +24,6 % | 4.747.692 $ | -456.099 $ | -8,8 % | 5.203.791 $ | +3.787.675 $ | +267,5 % | |||
| Ethos Financial Group, LLC | 5.915.684 $ | +2.882.690 $ | +95,0 % | 3.032.994 $ | -1.180.861 $ | -28,0 % | 4.213.855 $ | +364.321 $ | +9,5 % | |||
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.911.333 $ | +652.402 $ | +12,4 % | 5.258.931 $ | +74.689 $ | +1,4 % | 5.184.242 $ | +22.711 $ | +0,4 % | |||
| CERTIOR FINANCIAL GROUP, LLC | 5.908.444 $ | +308.814 $ | +5,5 % | 5.599.630 $ | +1.609.662 $ | +40,3 % | 3.989.968 $ | -87.769 $ | -2,2 % | 4.077.737 $ | +136.204 $ | +3,5 % |
| Bluesphere Advisors LLC | 5.902.489 $ | +383.306 $ | +6,9 % | 5.519.183 $ | +598.314 $ | +12,2 % | 4.920.869 $ | +1.016.033 $ | +26,0 % | 3.904.836 $ | +444.516 $ | +12,8 % |
| Econ Financial Services Corp | 5.885.478 $ | |||||||||||
| CARDIFF PARK ADVISORS, LLC | 5.769.689 $ | +766.628 $ | +15,3 % | 5.003.061 $ | -858.761 $ | -14,7 % | 5.861.822 $ | +229.437 $ | +4,1 % | |||
| HBK Sorce Advisory LLC | 5.855.049 $ | +1.678.005 $ | +40,2 % | 4.177.044 $ | +395.743 $ | +10,5 % | 3.781.301 $ | +912.886 $ | +31,8 % | |||
| Center for Financial Planning, Inc. | 5.841.901 $ | +1.327.452 $ | +29,4 % | 4.514.449 $ | +65.383 $ | +1,5 % | 4.449.066 $ | +191.937 $ | +4,5 % | |||
| Thomasville National Bank | 5.828.571 $ | +1.405.655 $ | +31,8 % | 4.422.916 $ | -14.473 $ | -0,3 % | ||||||
| Farmers National Bank | 5.806.401 $ | +1.414.254 $ | +32,2 % | 4.392.147 $ | -628.782 $ | -12,5 % | 5.020.929 $ | -65.115 $ | -1,3 % | |||
| GoalFusion Wealth Management, LLC | 5.806.125 $ | +404.491 $ | +7,5 % | 5.401.634 $ | -48.223 $ | -0,9 % | 5.449.857 $ | +812.881 $ | +17,5 % | 4.636.976 $ | -2.130.111 $ | -31,5 % |
| Comprehensive Money Management Services LLC | 5.643.266 $ | -162.408 $ | -2,8 % | 5.805.674 $ | +600.990 $ | +11,5 % | 5.204.684 $ | -87.179 $ | -1,6 % | |||
| Nicht ausgewiesen | 5.802.546 $ | +1.061.516 $ | +22,4 % | 4.741.030 $ | -554.871 $ | -10,5 % | 5.295.901 $ | +121.041 $ | +2,3 % | |||
| Peregrine Asset Advisers, Inc. | 5.801.502 $ | +1.981.110 $ | +51,9 % | 3.820.392 $ | +58.987 $ | +1,6 % | 3.761.405 $ | +36.865 $ | +1,0 % | |||
| Smith Asset Management Co., LLC | 5.789.706 $ | +330.032 $ | +6,0 % | 5.459.674 $ | +1.429.417 $ | +35,5 % | 4.030.257 $ | +142.092 $ | +3,7 % | 3.888.165 $ | +411.106 $ | +11,8 % |
| Truepoint, Inc. | 5.762.578 $ | +1.369.909 $ | +31,2 % | 4.392.669 $ | -513.864 $ | -10,5 % | 4.906.533 $ | +84.796 $ | +1,8 % | |||
| Worth Asset Management, LLC | 3.117.927 $ | -961.389 $ | -23,6 % | 4.079.316 $ | -434.305 $ | -9,6 % | 4.513.621 $ | -1.201.592 $ | -21,0 % | 5.715.213 $ | +1.035.873 $ | +22,1 % |
| VMS Asset Management Limited | 5.680.144 $ | |||||||||||
| Porter White Investment Advisors, Inc. | 5.066.580 $ | -477.173 $ | -8,6 % | 5.543.753 $ | -123.436 $ | -2,2 % | 5.667.189 $ | +343.610 $ | +6,5 % | 5.323.579 $ | -101.322 $ | -1,9 % |
| Silver Oak Advisory Group, Inc. | 5.649.000 $ | +682.000 $ | +13,7 % | 4.967.000 $ | +59.000 $ | +1,2 % | 4.908.000 $ | +273.000 $ | +5,9 % | |||
| North Star Investment Management Corp. | 5.642.368 $ | +404.698 $ | +7,7 % | 5.237.670 $ | +77.091 $ | +1,5 % | 5.160.579 $ | +236.251 $ | +4,8 % | |||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.601.462 $ | +1.943.099 $ | +53,1 % | 3.658.363 $ | -1.263.919 $ | -25,7 % | 4.922.282 $ | +729.532 $ | +17,4 % | |||
| Bank of Marin | 5.439.521 $ | +431.428 $ | +8,6 % | 5.008.093 $ | -583.928 $ | -10,4 % | 5.592.021 $ | +92.820 $ | +1,7 % | |||
| BLUESTEM FINANCIAL ADVISORS, LLC | 5.586.739 $ | +274.630 $ | +5,2 % | 5.312.109 $ | +828.595 $ | +18,5 % | 4.483.514 $ | +22.535 $ | +0,5 % | 4.460.979 $ | +133.862 $ | +3,1 % |
| My Personal CFO, LLC | 5.579.096 $ | +486.441 $ | +9,6 % | 5.092.655 $ | -118.325 $ | -2,3 % | 5.210.980 $ | +823.340 $ | +18,8 % | 4.387.640 $ | +3.971.767 $ | +955,0 % |
| Mesirow Financial Investment Management, Inc. | 5.575.342 $ | +1.261.170 $ | +29,2 % | 4.314.172 $ | +1.634.052 $ | +61,0 % | 2.680.120 $ | -1.048.042 $ | -28,1 % | |||
| Hopwood Financial Services, Inc. | 5.567.388 $ | +1.256.620 $ | +29,2 % | 4.310.768 $ | -489.371 $ | -10,2 % | 4.800.139 $ | -156.951 $ | -3,2 % | |||
| Lebenthal Global Advisors, LLC | 5.560.258 $ | +467.251 $ | +9,2 % | 5.093.007 $ | +2.860.744 $ | +128,2 % | 2.232.263 $ | +234.752 $ | +11,8 % | |||
| Moss Adams Wealth Advisors LLC | 5.554.095 $ | +86.910 $ | +1,6 % | 5.467.185 $ | +288.733 $ | +5,6 % | 5.178.452 $ | -354.295 $ | -6,4 % | |||
| West Financial Advisors, LLC | 4.912.205 $ | -641.059 $ | -11,5 % | 5.553.264 $ | +672.641 $ | +13,8 % | 4.880.623 $ | -223.794 $ | -4,4 % | 5.104.417 $ | ||
| Union Bancaire Privee, UBP SA | 1.426.697 $ | +311.189 $ | +27,9 % | 1.115.508 $ | -4.428.152 $ | -79,9 % | 5.543.660 $ | +4.548.037 $ | +456,8 % | |||
| BENJAMIN EDWARDS INC | 5.474.366 $ | +1.050.327 $ | +23,7 % | 4.424.039 $ | -1.094.029 $ | -19,8 % | 5.518.068 $ | +1.357.579 $ | +32,6 % | |||
| Keudell/Morrison Wealth Management | 5.324.055 $ | +739.242 $ | +16,1 % | 4.584.813 $ | -435.401 $ | -8,7 % | 5.020.214 $ | -491.015 $ | -8,9 % | 5.511.229 $ | ||
| Global Strategic Investment Solutions, LLC | 5.496.195 $ | +665.069 $ | +13,8 % | 4.831.126 $ | +152.875 $ | +3,3 % | 4.678.251 $ | -830.585 $ | -15,1 % | 5.508.836 $ | -62.143 $ | -1,1 % |
| CDKV HOLDINGS LLC | 5.508.499 $ | +929.792 $ | +20,3 % | 4.578.707 $ | -189.836 $ | -4,0 % | 4.768.543 $ | |||||
| FSC Wealth Advisors, LLC | 808.550 $ | -4.699.207 $ | -85,3 % | 5.507.757 $ | -10.138.383 $ | -64,8 % | ||||||
| Latko Wealth Management, Ltd. | 5.491.020 $ | +1.175.423 $ | +27,2 % | 4.315.597 $ | +537.509 $ | +14,2 % | 3.778.088 $ | +184.756 $ | +5,1 % | |||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 5.486.977 $ | +37.977 $ | +0,7 % | 5.449.000 $ | +170.000 $ | +3,2 % | 5.279.000 $ | -115.000 $ | -2,1 % | |||
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 5.163.241 $ | -208.871 $ | -3,9 % | 5.372.112 $ | -109.888 $ | -2,0 % | 5.482.000 $ | +12.608 $ | +0,2 % | |||
| HC Advisors, LLC | 5.475.574 $ | +158.406 $ | +3,0 % | 5.317.168 $ | +1.035.333 $ | +24,2 % | 4.281.835 $ | -305.025 $ | -6,6 % | |||
| FIRST NATIONAL BANK OF OMAHA | 5.276.486 $ | +423.301 $ | +8,7 % | 4.853.185 $ | -622.197 $ | -11,4 % | 5.475.382 $ | +3.107.553 $ | +131,2 % | |||
| LEVEL FOUR ADVISORY SERVICES, LLC | 5.473.932 $ | +1.088.200 $ | +24,8 % | 4.385.732 $ | +813.191 $ | +22,8 % | 3.572.541 $ | +408.209 $ | +12,9 % | |||
| Hikari Tsushin, Inc. | 2.083.203 $ | -1.296.140 $ | -38,4 % | 3.379.343 $ | -2.094.413 $ | -38,3 % | 5.473.756 $ | +537.202 $ | +10,9 % | |||
| Sunbelt Securities, Inc. | 5.261.362 $ | -204.598 $ | -3,7 % | 5.465.960 $ | -195.064 $ | -3,4 % | ||||||
| Soltis Investment Advisors LLC | 4.432.410 $ | +732.628 $ | +19,8 % | 3.699.782 $ | -1.749.443 $ | -32,1 % | 5.449.225 $ | +2.205.195 $ | +68,0 % | |||
| Phillip James Consulting Co. | 5.440.504 $ | |||||||||||
| Heritage Trust Co | 5.439.139 $ | +466.112 $ | +9,4 % | 4.973.027 $ | -38.996 $ | -0,8 % | 5.012.023 $ | +123.295 $ | +2,5 % | |||
| Blue Chip Partners, LLC | 5.426.544 $ | |||||||||||
| Pathway Financial Advisors LLC | 3.101.947 $ | -2.315.057 $ | -42,7 % | 5.417.004 $ | +1.114.015 $ | +25,9 % | 4.302.989 $ | -57.620 $ | -1,3 % | 4.360.609 $ | +190.091 $ | +4,6 % |
| Ciovacco Capital Management LLC | 5.404.053 $ | +1.422.292 $ | +35,7 % | 3.981.761 $ | -356.819 $ | -8,2 % | 4.338.580 $ | -20.032 $ | -0,5 % | |||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.400.366 $ | +945.452 $ | +21,2 % | 4.454.914 $ | +264.462 $ | +6,3 % | 4.190.452 $ | -127.452 $ | -3,0 % | |||
| Jackson Wealth Management, LLC | 212.000 $ | -4.671.000 $ | -95,7 % | 4.883.000 $ | -513.000 $ | -9,5 % | 5.396.000 $ | +172.000 $ | +3,3 % | |||
| CHILDRESS CAPITAL ADVISORS, LLC | 3.319.524 $ | -1.706.483 $ | -34,0 % | 5.026.007 $ | -368.781 $ | -6,8 % | 5.394.788 $ | +41.983 $ | +0,8 % | |||
| Stone Wealth Partners | 5.382.015 $ | +1.061.100 $ | +24,6 % | 4.320.915 $ | -302.296 $ | -6,5 % | 4.623.211 $ | |||||
| GATEWAY INVESTMENT ADVISERS LLC | 5.368.538 $ | +4.810.265 $ | +861,6 % | 558.273 $ | +274.301 $ | +96,6 % | 283.972 $ | -827.341 $ | -74,4 % | 1.111.313 $ | +275.087 $ | +32,9 % |
| Orographic Financial Advisors, LLC | 5.365.000 $ | +1.438.000 $ | +36,6 % | 3.927.000 $ | ||||||||
| BLB&B Advisors, LLC | 5.353.768 $ | +1.253.458 $ | +30,6 % | 4.100.310 $ | -452.560 $ | -9,9 % | 4.552.870 $ | +353.299 $ | +8,4 % | |||
| Uptown Financial Advisors LLC | 5.345.329 $ | +1.057.662 $ | +24,7 % | 4.287.667 $ | -487.664 $ | -10,2 % | 4.775.331 $ | +1.267.638 $ | +36,1 % | 3.507.693 $ | +117.367 $ | +3,5 % |
| Concentrum Wealth Management | 5.345.190 $ | +1.537.427 $ | +40,4 % | 3.807.763 $ | +18.997 $ | +0,5 % | 3.788.766 $ | +315.985 $ | +9,1 % | |||
| Merited Wealth, LLC | 5.340.338 $ | +85.424 $ | +1,6 % | 5.254.914 $ | +464.693 $ | +9,7 % | 4.790.221 $ | +279.094 $ | +6,2 % | 4.511.127 $ | ||
| Entelevest, LLC | 5.337.836 $ | +820.092 $ | +18,2 % | 4.517.744 $ | +368.457 $ | +8,9 % | 4.149.287 $ | |||||
| Three Bearings Fiduciary Advisors, Inc. | 5.334.192 $ | +878.036 $ | +19,7 % | 4.456.156 $ | -415.301 $ | -8,5 % | 4.871.457 $ | |||||
| TWO SIGMA SECURITIES, LLC | 5.325.397 $ | +2.621.641 $ | +97,0 % | 2.703.756 $ | -767.324 $ | -22,1 % | 3.471.080 $ | +2.558.414 $ | +280,3 % | |||
| BARD ASSOCIATES INC | 5.310.743 $ | -8.326 $ | -0,2 % | 5.319.069 $ | +344.083 $ | +6,9 % | 4.974.986 $ | +895.662 $ | +22,0 % | |||
| Atlantic Private Wealth, LLC | 5.317.836 $ | +480.260 $ | +9,9 % | 4.837.576 $ | -294.366 $ | -5,7 % | 5.131.942 $ | +87.425 $ | +1,7 % | |||
| Davis Investment Partners, LLC | 4.858.189 $ | +5.148 $ | +0,1 % | 4.853.041 $ | -454.131 $ | -8,6 % | 5.307.172 $ | -201.231 $ | -3,7 % | |||
| PANORAMIC INVESTMENT ADVISORS, LLC | 5.289.630 $ | +569.733 $ | +12,1 % | 4.719.897 $ | -77.387 $ | -1,6 % | 4.797.284 $ | +88.971 $ | +1,9 % | |||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 5.272.962 $ | +276.989 $ | +5,5 % | 4.995.973 $ | +1.841.316 $ | +58,4 % | 3.154.657 $ | +349.351 $ | +12,5 % | 2.805.306 $ | +695.001 $ | +32,9 % |
| SPIREPOINT PRIVATE CLIENT, LLC | 5.263.292 $ | +906.120 $ | +20,8 % | 4.357.172 $ | -468.945 $ | -9,7 % | 4.826.117 $ | +231.041 $ | +5,0 % | |||
| Capital Analysts, LLC | 5.256.000 $ | +858.000 $ | +19,5 % | 4.398.000 $ | +206.000 $ | +4,9 % | 4.192.000 $ | +497.000 $ | +13,5 % | |||
| Waycross Investment Management Co | 5.253.422 $ | +5.000.444 $ | +1.976,6 % | 252.978 $ | ||||||||
| Venturi Wealth Management, LLC | 4.645.848 $ | -65.724 $ | -1,4 % | 4.711.572 $ | -535.347 $ | -10,2 % | 5.246.919 $ | +4.218.221 $ | +410,1 % | |||
| LANARK FINANCIAL, INC. | 5.234.137 $ | +1.152.344 $ | +28,2 % | 4.081.793 $ | -6.889 $ | -0,2 % | 4.088.682 $ | |||||
| MAYPORT, LLC | 5.225.063 $ | +551.718 $ | +11,8 % | 4.673.345 $ | -172.983 $ | -3,6 % | 4.846.328 $ | -149.166 $ | -3,0 % | |||
| Kachkovsky & Fisher, Inc. | 5.219.961 $ | +218.208 $ | +4,4 % | 5.001.753 $ | ||||||||
| Autumn Glory Partners, LLC | 5.200.917 $ | +139.658 $ | +2,8 % | 5.061.259 $ | +249.899 $ | +5,2 % | 4.811.360 $ | +213.102 $ | +4,6 % | |||
| REGIONS FINANCIAL CORP | 5.188.444 $ | +1.131.174 $ | +27,9 % | 4.057.270 $ | -466.563 $ | -10,3 % | 4.523.833 $ | +454.772 $ | +11,2 % | |||
| Mallini Complete Financial Planning LLC | 5.186.109 $ | +62.585 $ | +1,2 % | 5.123.524 $ | +720.072 $ | +16,4 % | 4.403.452 $ | +22.292 $ | +0,5 % | 4.381.160 $ | +4.358 $ | +0,1 % |
| SAPIENT CAPITAL LLC | 3.543.298 $ | -1.637.154 $ | -31,6 % | 5.180.452 $ | +2.285.525 $ | +78,9 % | 2.894.927 $ | -1.769.610 $ | -37,9 % | 4.664.537 $ | +203.864 $ | +4,6 % |
| Koss-Olinger Consulting, LLC | 5.163.388 $ | +758.928 $ | +17,2 % | 4.404.460 $ | -491.540 $ | -10,0 % | 4.896.000 $ | +357.000 $ | +7,9 % | |||
| National Wealth Management Group, LLC | 5.157.312 $ | +823.456 $ | +19,0 % | 4.333.856 $ | -467.698 $ | -9,7 % | 4.801.554 $ | -11.797 $ | -0,2 % | |||
| Pacific Excel Wealth Advisors, Inc. | 871.312 $ | -4.263.387 $ | -83,0 % | 5.134.699 $ | +1.843.580 $ | +56,0 % | 3.291.119 $ | |||||
| Wealth Management Associates, Inc. | 5.119.253 $ | +1.003.383 $ | +24,4 % | 4.115.870 $ | -216.958 $ | -5,0 % | 4.332.828 $ | +72.673 $ | +1,7 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5.107.740 $ | +344.358 $ | +7,2 % | 4.763.382 $ | +34.944 $ | +0,7 % | 4.728.438 $ | +93.198 $ | +2,0 % | |||
| RITHOLTZ WEALTH MANAGEMENT | 5.107.049 $ | +1.095.236 $ | +27,3 % | 4.011.813 $ | -149.749 $ | -3,6 % | 4.161.562 $ | -622.972 $ | -13,0 % | |||
| Kathmere Capital Management, LLC | 5.084.231 $ | +157.230 $ | +3,2 % | 4.927.001 $ | +675.526 $ | +15,9 % | 4.251.475 $ | +3.682.371 $ | +647,0 % | 569.104 $ | +3.905 $ | +0,7 % |
| TruWealth Advisors, LLC | 4.686.713 $ | -360.637 $ | -7,1 % | 5.047.350 $ | +132.322 $ | +2,7 % | ||||||
| WPG Advisers, LLC | 5.035.580 $ | +709.520 $ | +16,4 % | 4.326.060 $ | +106.047 $ | +2,5 % | 4.220.013 $ | +491.307 $ | +13,2 % | |||
| Shira Ridge Wealth Management | 5.026.339 $ | +219.692 $ | +4,6 % | 4.806.647 $ | +1.257.757 $ | +35,4 % | 3.548.890 $ | -304.662 $ | -7,9 % | 3.853.552 $ | -216.488 $ | -5,3 % |
| Ledyard National Bank | 4.498.432 $ | -523.002 $ | -10,4 % | 5.021.434 $ | +536.732 $ | +12,0 % | 4.484.702 $ | -75.305 $ | -1,7 % | 4.560.007 $ | -129.583 $ | -2,8 % |
| NICOLET BANKSHARES INC | 5.016.473 $ | +1.038.589 $ | +26,1 % | 3.977.884 $ | +1.768.954 $ | +80,1 % | 2.208.930 $ | +977.981 $ | +79,4 % | |||
| Guardian Asset Advisors, LLC | 4.999.138 $ | +399.453 $ | +8,7 % | 4.599.685 $ | +3.484.405 $ | +312,4 % | 1.115.280 $ | -3.496 $ | -0,3 % | 1.118.776 $ | +22.448 $ | +2,0 % |
| WHITTIER TRUST CO OF NEVADA INC | 4.951.169 $ | +970.387 $ | +24,4 % | 3.980.782 $ | -1.015.099 $ | -20,3 % | 4.995.881 $ | +381.433 $ | +8,3 % | |||
| Procyon Advisors, LLC | 4.889.895 $ | -91.858 $ | -1,8 % | 4.981.753 $ | +1.035.161 $ | +26,2 % | 3.946.592 $ | -425.045 $ | -9,7 % | 4.371.637 $ | +418.488 $ | +10,6 % |
| Topel & Distasi Wealth Management, LLC | 4.977.579 $ | +655.827 $ | +15,2 % | 4.321.752 $ | -579.951 $ | -11,8 % | 4.901.703 $ | -42.741 $ | -0,9 % | |||
| BRADLEY FOSTER & SARGENT INC/CT | 4.977.402 $ | +1.409.957 $ | +39,5 % | 3.567.445 $ | -428.057 $ | -10,7 % | 3.995.502 $ | +33.980 $ | +0,9 % | |||
| CFO CAPITAL MANAGEMENT LLC | 4.247.681 $ | -719.108 $ | -14,5 % | 4.966.789 $ | ||||||||
| NORTHBRIDGE FINANCIAL GROUP, LLC | 4.953.656 $ | +1.186.670 $ | +31,5 % | 3.766.986 $ | -38.657 $ | -1,0 % | 3.805.643 $ | |||||
| FFG RETIREMENT ADVISORS LLC | 3.231.309 $ | -946.543 $ | -22,7 % | 4.177.852 $ | -759.333 $ | -15,4 % | 4.937.185 $ | -197.555 $ | -3,8 % | |||
| CAHILL FINANCIAL ADVISORS INC | 4.934.365 $ | +950.326 $ | +23,9 % | 3.984.039 $ | -321.816 $ | -7,5 % | 4.305.855 $ | -44.734 $ | -1,0 % | |||
| Todd Wealth Management, LLC | 4.928.009 $ | +71.051 $ | +1,5 % | 4.856.958 $ | +1.157.500 $ | +31,3 % | 3.699.458 $ | -245.599 $ | -6,2 % | 3.945.057 $ | ||
| Aspire Capital Advisors LLC | 3.918.766 $ | +3.597.456 $ | +1.119,6 % | 321.310 $ | -4.594.929 $ | -93,5 % | 4.916.239 $ | -145.832 $ | -2,9 % | |||
| Eagle Wealth Advisors LLC | 4.915.753 $ | +184.208 $ | +3,9 % | 4.731.545 $ | +673.512 $ | +16,6 % | 4.058.033 $ | -234.249 $ | -5,5 % | 4.292.282 $ | ||
| Investor's Fiduciary Advisor Network, LLC | 4.250.000 $ | -651.000 $ | -13,3 % | 4.901.000 $ | +345.000 $ | +7,6 % | 4.556.000 $ | +130.000 $ | +2,9 % | |||
| Archford Capital Strategies, LLC | 4.893.709 $ | +142.884 $ | +3,0 % | 4.750.825 $ | +1.066.453 $ | +28,9 % | 3.684.372 $ | -205.379 $ | -5,3 % | 3.889.751 $ | -629.040 $ | -13,9 % |
| CHRISTINE MESSMER PC | 4.893.613 $ | +585.395 $ | +13,6 % | 4.308.218 $ | -270.237 $ | -5,9 % | 4.578.455 $ | |||||
| Plancorp, LLC | 4.758.909 $ | -123.042 $ | -2,5 % | 4.881.951 $ | +30.950 $ | +0,6 % | 4.851.001 $ | +105.337 $ | +2,2 % | |||
| Parker Investment Management, LLC | 4.881.464 $ | +1.215.215 $ | +33,1 % | 3.666.249 $ | -373.599 $ | -9,2 % | 4.039.848 $ | -230.245 $ | -5,4 % | |||
| HANOVER ADVISORS INC | 4.877.454 $ | +754.175 $ | +18,3 % | 4.123.279 $ | -38.412 $ | -0,9 % | 4.161.691 $ | +46.223 $ | +1,1 % | |||
| PDS Planning, Inc | 4.869.349 $ | +623.159 $ | +14,7 % | 4.246.190 $ | +131.822 $ | +3,2 % | 4.114.368 $ | +143.215 $ | +3,6 % | |||
| NOVEM GROUP | 1.568.678 $ | +68.124 $ | +4,5 % | 1.500.554 $ | +613.224 $ | +69,1 % | 887.330 $ | -3.967.870 $ | -81,7 % | 4.855.200 $ | -22.136 $ | -0,5 % |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 4.839.474 $ | +68.642 $ | +1,4 % | 4.770.832 $ | -80.563 $ | -1,7 % | 4.851.395 $ | +83.336 $ | +1,7 % | 4.768.059 $ | -801.251 $ | -14,4 % |
| FIRST HAWAIIAN BANK | 564.889 $ | -59.416 $ | -9,5 % | 624.305 $ | +90.461 $ | +16,9 % | 533.844 $ | -4.277.219 $ | -88,9 % | 4.811.063 $ | +100.230 $ | +2,1 % |
| Strategic Point Investment Advisors, LLC | 4.798.365 $ | +971.031 $ | +25,4 % | 3.827.334 $ | -297.797 $ | -7,2 % | 4.125.131 $ | +96.204 $ | +2,4 % | |||
| Trilogy Capital Inc. | 4.521.558 $ | -222.396 $ | -4,7 % | 4.743.954 $ | +802.901 $ | +20,4 % | 3.941.053 $ | -856.670 $ | -17,9 % | 4.797.723 $ | -733.295 $ | -13,3 % |
| Boxwood Ventures, Inc. | 2.080.801 $ | -2.715.867 $ | -56,6 % | 4.796.668 $ | +1.306.166 $ | +37,4 % | 3.490.502 $ | +1.663 $ | +0,0 % | |||
| BRIGHT FINANCIAL ADVISORS, INC. | 4.774.382 $ | +1.061.525 $ | +28,6 % | 3.712.857 $ | -261.973 $ | -6,6 % | 3.974.830 $ | +313.186 $ | +8,6 % | |||
| Jaffetilchin Investment Partners, LLC | 4.770.042 $ | +637.201 $ | +15,4 % | 4.132.841 $ | -131.750 $ | -3,1 % | 4.264.591 $ | -158.187 $ | -3,6 % | |||
| LAM GROUP, INC. | 4.751.598 $ | +1.274.736 $ | +36,7 % | 3.476.862 $ | -298.181 $ | -7,9 % | 3.775.043 $ | +35.827 $ | +1,0 % | |||
| Baron Financial Group, LLC | 4.743.568 $ | -4.170 $ | -0,1 % | 4.747.738 $ | +376.034 $ | +8,6 % | 4.371.704 $ | -265.709 $ | -5,7 % | 4.637.413 $ | +304.445 $ | +7,0 % |
| Bell Investment Advisors, Inc | 4.744.965 $ | +630.459 $ | +15,3 % | 4.114.506 $ | +100.969 $ | +2,5 % | 4.013.537 $ | +23.356 $ | +0,6 % | |||
| SHEETS SMITH WEALTH MANAGEMENT | 4.734.680 $ | +61.045 $ | +1,3 % | 4.673.635 $ | +1.438.492 $ | +44,5 % | 3.235.143 $ | +169.050 $ | +5,5 % | 3.066.093 $ | +77.571 $ | +2,6 % |
| MERIDIAN INVESTMENT COUNSEL INC. | 3.430.523 $ | -1.302.431 $ | -27,5 % | 4.732.954 $ | +690.412 $ | +17,1 % | 4.042.542 $ | -187.907 $ | -4,4 % | 4.230.449 $ | -8.301 $ | -0,2 % |
| Skyline Advisors, Inc. | 4.424.336 $ | +349.416 $ | +8,6 % | 4.074.920 $ | -633.281 $ | -13,5 % | 4.708.201 $ | +46.707 $ | +1,0 % | |||
| WASHINGTON GROWTH STRATEGIES LLC | 4.701.058 $ | +253.882 $ | +5,7 % | 4.447.176 $ | +396.811 $ | +9,8 % | 4.050.365 $ | -398.645 $ | -9,0 % | 4.449.010 $ | +1.063.047 $ | +31,4 % |
| Stonehage Fleming Financial Services Holdings Ltd | 4.688.041 $ | +786.883 $ | +20,2 % | 3.901.158 $ | +1.223.162 $ | +45,7 % | 2.677.996 $ | -349.255 $ | -11,5 % | |||
| BCS Wealth Management | 2.538.847 $ | +316.416 $ | +14,2 % | 2.222.431 $ | -2.462.121 $ | -52,6 % | 4.684.552 $ | +2.763.103 $ | +143,8 % | |||
| Boyd Wealth Management, LLC | 4.521.957 $ | -139.147 $ | -3,0 % | 4.661.104 $ | +519.593 $ | +12,5 % | 4.141.511 $ | +49.000 $ | +1,2 % | 4.092.511 $ | +16.096 $ | +0,4 % |
| Cordoba Advisory Partners LLC | 1.730.405 $ | -57.914 $ | -3,2 % | 1.788.319 $ | +16.753 $ | +0,9 % | 1.771.566 $ | -2.880.959 $ | -61,9 % | 4.652.525 $ | ||
| Gryphon Financial Partners LLC | 4.648.617 $ | +845.674 $ | +22,2 % | 3.802.943 $ | -271.070 $ | -6,7 % | 4.074.013 $ | +136.024 $ | +3,5 % | |||
| Pillar Financial Advisors, LLC | 4.611.267 $ | +187.714 $ | +4,2 % | 4.423.553 $ | +513.753 $ | +13,1 % | 3.909.800 $ | -497.494 $ | -11,3 % | 4.407.294 $ | +32.022 $ | +0,7 % |
| NEW WAVE WEALTH ADVISORS LLC | 2.943.774 $ | -1.661.182 $ | -36,1 % | 4.604.956 $ | +3.657.379 $ | +386,0 % | 947.577 $ | -1.254.130 $ | -57,0 % | 2.201.707 $ | -7.013.674 $ | -76,1 % |
| BROWN BROTHERS HARRIMAN & CO | 4.604.783 $ | +877.197 $ | +23,5 % | 3.727.586 $ | -51.227 $ | -1,4 % | 3.778.813 $ | +1.059.896 $ | +39,0 % | |||
| Stonehearth Capital Management, LLC | 4.604.395 $ | +77.423 $ | +1,7 % | 4.526.972 $ | +526.680 $ | +13,2 % | 4.000.292 $ | -388.742 $ | -8,9 % | 4.389.034 $ | -6.867 $ | -0,2 % |
| Global Wealth Management, LLC | 4.575.503 $ | +211.298 $ | +4,8 % | 4.364.205 $ | +917.802 $ | +26,6 % | 3.446.403 $ | -261.265 $ | -7,0 % | 3.707.668 $ | -470.677 $ | -11,3 % |
| STAPP WEALTH MANAGEMENT, PLLC | 1.972.737 $ | +241.688 $ | +14,0 % | 1.731.049 $ | -1.805.552 $ | -51,1 % | 3.536.601 $ | -1.038.865 $ | -22,7 % | 4.575.466 $ | +1.438.570 $ | +45,9 % |
| EARNED WEALTH ADVISORS, LLC | 4.573.845 $ | +965.915 $ | +26,8 % | 3.607.930 $ | -221.135 $ | -5,8 % | 3.829.065 $ | +2.986.651 $ | +354,5 % | |||
| Heritage Investment Group, Inc. | 4.561.016 $ | +1.276.564 $ | +38,9 % | 3.284.452 $ | -264.818 $ | -7,5 % | 3.549.270 $ | +237.596 $ | +7,2 % | |||
| Garden State Investment Advisory Services LLC | 4.406.162 $ | +630.242 $ | +16,7 % | 3.775.920 $ | -782.725 $ | -17,2 % | 4.558.645 $ | +472.783 $ | +11,6 % | |||
| Wealthcare Capital Partners, LLC | 4.452.513 $ | -93.475 $ | -2,1 % | 4.545.988 $ | +361.933 $ | +8,7 % | 4.184.055 $ | +107.253 $ | +2,6 % | 4.076.802 $ | +104.351 $ | +2,6 % |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | 4.523.115 $ | +1.169.873 $ | +34,9 % | 3.353.242 $ | -272.440 $ | -7,5 % | 3.625.682 $ | -91.042 $ | -2,4 % | |||
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 715.729 $ | -15.761 $ | -2,2 % | 731.490 $ | -11.903 $ | -1,6 % | 743.393 $ | -3.773.975 $ | -83,5 % | 4.517.368 $ | -8.809.767 $ | -66,1 % |
| QRG CAPITAL MANAGEMENT, INC. | 4.510.737 $ | +1.564.966 $ | +53,1 % | 2.945.771 $ | +1.493.314 $ | +102,8 % | 1.452.457 $ | +839.474 $ | +136,9 % | |||
| OneAscent Financial Services LLC | 4.506.835 $ | +900.812 $ | +25,0 % | 3.606.023 $ | -721.215 $ | -16,7 % | 4.327.238 $ | +2.404.457 $ | +125,1 % | |||
| Paradigm Capital Management, LLC/NV | 4.503.000 $ | +370.000 $ | +9,0 % | 4.133.000 $ | -137.000 $ | -3,2 % | 4.270.000 $ | +526.000 $ | +14,0 % | |||
| Regal Investment Advisors LLC | 2.836.845 $ | +365.724 $ | +14,8 % | 2.471.121 $ | -2.015.113 $ | -44,9 % | 4.486.234 $ | +625.861 $ | +16,2 % | |||
| Janus Henderson Group Ltd. | 1.866.550 $ | -2.609.230 $ | -58,3 % | 4.475.780 $ | +3.845.731 $ | +610,4 % | ||||||
| FAS Wealth Partners, Inc. | 4.463.220 $ | +137.565 $ | +3,2 % | 4.325.655 $ | +549.197 $ | +14,5 % | 3.776.458 $ | +103.185 $ | +2,8 % | |||
| 1900 WEALTH MANAGEMENT LLC | 4.463.001 $ | +229.429 $ | +5,4 % | 4.233.572 $ | +652.120 $ | +18,2 % | 3.581.452 $ | -461.015 $ | -11,4 % | 4.042.467 $ | +124.326 $ | +3,2 % |
| FourThought Financial Partners, LLC | 3.696.121 $ | -750.218 $ | -16,9 % | 4.446.339 $ | +1.377.868 $ | +44,9 % | 3.068.471 $ | +21.576 $ | +0,7 % | |||
| Oxford Wealth Group, LLC | 4.440.888 $ | +1.160.353 $ | +35,4 % | 3.280.535 $ | -950.045 $ | -22,5 % | 4.230.580 $ | |||||
| Causey Wealth LLC | 4.421.671 $ | +334.634 $ | +8,2 % | 4.087.037 $ | -32.774 $ | -0,8 % | 4.119.811 $ | -245.450 $ | -5,6 % | |||
| Schwallier Wealth Management LLC | 4.420.403 $ | |||||||||||
| CDM FINANCIAL COUNSELING SERVICES, INC. | 4.411.370 $ | +269.713 $ | +6,5 % | 4.141.657 $ | +505.628 $ | +13,9 % | 3.636.029 $ | -349.242 $ | -8,8 % | 3.985.271 $ | ||
| Northstar Group, Inc. | 4.404.975 $ | +376.929 $ | +9,4 % | 4.028.046 $ | -20.461 $ | -0,5 % | 4.048.507 $ | +276.723 $ | +7,3 % | |||
| Sharkey, Howes & Javer | 3.776.201 $ | -394.998 $ | -9,5 % | 4.171.199 $ | +525.151 $ | +14,4 % | 3.646.048 $ | -756.905 $ | -17,2 % | 4.402.953 $ | +87.453 $ | +2,0 % |
| MITCHELL SINKLER & STARR/PA | 4.399.455 $ | +225.339 $ | +5,4 % | 4.174.116 $ | +1.147.407 $ | +37,9 % | 3.026.709 $ | -205.500 $ | -6,4 % | 3.232.209 $ | +86.657 $ | +2,8 % |
| L. Roy Papp & Associates, LLP | 4.397.445 $ | +215.201 $ | +5,1 % | 4.182.244 $ | +1.130.416 $ | +37,0 % | 3.051.828 $ | -245.206 $ | -7,4 % | 3.297.034 $ | +31.274 $ | +1,0 % |
| Petix & Botte Co | 4.396.874 $ | +432.150 $ | +10,9 % | 3.964.724 $ | +77.182 $ | +2,0 % | 3.887.542 $ | +150.032 $ | +4,0 % | |||
| BROWN, LISLE/CUMMINGS, INC. | 4.378.845 $ | +583.666 $ | +15,4 % | 3.795.179 $ | +951.910 $ | +33,5 % | 2.843.269 $ | +38.936 $ | +1,4 % | 2.804.333 $ | +564.397 $ | +25,2 % |
| Legacy Financial Group LLC | 4.339.591 $ | -28.890 $ | -0,7 % | 4.368.481 $ | +500.839 $ | +12,9 % | 3.867.642 $ | |||||
| CMG Global Holdings, LLC | 4.000.665 $ | -135.834 $ | -3,3 % | 4.136.499 $ | +951.941 $ | +29,9 % | 3.184.558 $ | -1.173.569 $ | -26,9 % | 4.358.127 $ | +46.689 $ | +1,1 % |
| Venture Visionary Partners LLC | 4.344.866 $ | +198.148 $ | +4,8 % | 4.146.718 $ | +1.013.184 $ | +32,3 % | 3.133.534 $ | -1.086.963 $ | -25,8 % | 4.220.497 $ | -595.138 $ | -12,4 % |
| XCELSIOR ADVISOR PARTNERS LLC | 4.344.132 $ | +981.203 $ | +29,2 % | 3.362.929 $ | +257.340 $ | +8,3 % | 3.105.589 $ | |||||
| Waterloo Capital, L.P. | 4.342.741 $ | +668.533 $ | +18,2 % | 3.674.208 $ | +3.245.902 $ | +757,8 % | 428.306 $ | |||||
| WESPAC Advisors, LLC | 4.341.491 $ | +3.660.113 $ | +537,2 % | |||||||||
| Forum Private Client Group LLC | 4.331.951 $ | +804.231 $ | +22,8 % | 3.527.720 $ | -613.884 $ | -14,8 % | 4.141.604 $ | +10.151 $ | +0,2 % | |||
| Scott Capital Advisors, LLC | 4.324.367 $ | +10.584 $ | +0,2 % | 4.313.783 $ | +1.503.899 $ | +53,5 % | 2.809.884 $ | +151.291 $ | +5,7 % | 2.658.593 $ | +225.780 $ | +9,3 % |
| LOM Asset Management Ltd | 4.322.911 $ | +853.090 $ | +24,6 % | 3.469.821 $ | -218.911 $ | -5,9 % | 3.688.732 $ | -79.268 $ | -2,1 % | |||
| Beacon Financial Advisory LLC | 4.304.750 $ | +171.716 $ | +4,2 % | 4.133.034 $ | +765.624 $ | +22,7 % | 3.367.410 $ | -128.474 $ | -3,7 % | 3.495.884 $ | +26.605 $ | +0,8 % |
| Nicht ausgewiesen | 4.302.160 $ | +1.528.899 $ | +55,1 % | 2.773.261 $ | +563.623 $ | +25,5 % | 2.209.638 $ | +1.947.783 $ | +743,8 % | |||
| LifeWealth Investments, LLC | 4.292.298 $ | +486.202 $ | +12,8 % | 3.806.096 $ | -2.145.859 $ | -36,1 % | ||||||
| Addison Advisors LLC | 2.527.358 $ | -1.679.567 $ | -39,9 % | 4.206.925 $ | -79.874 $ | -1,9 % | 4.286.799 $ | -218.610 $ | -4,9 % | |||
| RETIREMENT CAPITAL STRATEGIES | 4.275.187 $ | +648.866 $ | +17,9 % | 3.626.321 $ | -339.955 $ | -8,6 % | 3.966.276 $ | -299.222 $ | -7,0 % | |||
| Florida Trust Wealth Management Co | 4.274.938 $ | +1.248.755 $ | +41,3 % | 3.026.183 $ | +1.723.578 $ | +132,3 % | 1.302.605 $ | +72.968 $ | +5,9 % | |||
| Symphony Financial Services, Inc. | 4.264.417 $ | +1.348.771 $ | +46,3 % | 2.915.646 $ | -329.848 $ | -10,2 % | 3.245.494 $ | -38.490 $ | -1,2 % | |||
| Elite Financial, Inc. | 3.513.000 $ | -750.000 $ | -17,6 % | 4.263.000 $ | +607.000 $ | +16,6 % | 3.656.000 $ | +8.000 $ | +0,2 % | |||
| Fearless Solutions, LLC dba Best Invest | 4.219.874 $ | -41.993 $ | -1,0 % | 4.261.867 $ | +615.562 $ | +16,9 % | 3.646.305 $ | -401.912 $ | -9,9 % | 4.048.217 $ | -68.456 $ | -1,7 % |
| Range Advisory, LLC | 4.251.980 $ | +1.612.780 $ | +61,1 % | 2.639.200 $ | +1.616.487 $ | +158,1 % | 1.022.713 $ | |||||
| FIRST CITIZENS BANK & TRUST CO | 4.244.747 $ | +1.527.010 $ | +56,2 % | 2.717.737 $ | +445.856 $ | +19,6 % | 2.271.881 $ | +1.670.412 $ | +277,7 % | 601.469 $ | ||
| Bridgewater Advisors Inc. | 4.239.131 $ | +87.944 $ | +2,1 % | 4.151.187 $ | +470.237 $ | +12,8 % | 3.680.950 $ | +206.714 $ | +5,9 % | |||
| Darrow Company, Inc. | 4.223.978 $ | +1.106.204 $ | +35,5 % | 3.117.774 $ | -363.944 $ | -10,5 % | 3.481.718 $ | -39.693 $ | -1,1 % | |||
| FISCHER INVESTMENT STRATEGIES, LLC | 2.770.220 $ | -267.541 $ | -8,8 % | 3.037.761 $ | -1.184.915 $ | -28,1 % | 4.222.676 $ | +612.780 $ | +17,0 % | |||
| BASSO CAPITAL MANAGEMENT, L.P. | 4.216.391 $ | +3.929.282 $ | +1.368,6 % | 287.109 $ | +5.639 $ | +2,0 % | 281.470 $ | +7.301 $ | +2,7 % | |||
| CRA Financial Services, LLC | 4.212.412 $ | +194.166 $ | +4,8 % | 4.018.246 $ | +928.597 $ | +30,1 % | 3.089.649 $ | -141.768 $ | -4,4 % | 3.231.417 $ | +89.764 $ | +2,9 % |
| Coppell Advisory Solutions LLC | 3.386.660 $ | -822.631 $ | -19,5 % | 4.209.291 $ | +386.847 $ | +10,1 % | ||||||
| Fort Sheridan Advisors LLC | 4.199.355 $ | +463.821 $ | +12,4 % | 3.735.534 $ | +1.188.026 $ | +46,6 % | 2.547.508 $ | +140.399 $ | +5,8 % | |||
| Polaris Financial Partners | 4.198.000 $ | |||||||||||
| WATERS PARKERSON & CO., LLC | 4.184.726 $ | +555.655 $ | +15,3 % | 3.629.071 $ | -277.110 $ | -7,1 % | 3.906.181 $ | +822.551 $ | +26,7 % | |||
| SNOWWATER INVESTMENT PARTNERS, LLC | 4.184.415 $ | +852.207 $ | +25,6 % | 3.332.208 $ | -319.710 $ | -8,8 % | 3.651.918 $ | |||||
| Beaumont Asset Management, L.L.C. | 4.180.964 $ | +141.940 $ | +3,5 % | 4.039.024 $ | +936.361 $ | +30,2 % | 3.102.663 $ | -1.036.866 $ | -25,0 % | 4.139.529 $ | +707.027 $ | +20,6 % |
| Cyndeo Wealth Partners, LLC | 4.174.404 $ | +651.616 $ | +18,5 % | 3.522.788 $ | +421.734 $ | +13,6 % | 3.101.054 $ | -1.007.936 $ | -24,5 % | 4.108.990 $ | +1.167.522 $ | +39,7 % |
| Chemistry Wealth Management LLC | 4.172.829 $ | +75.132 $ | +1,8 % | 4.097.697 $ | +433.450 $ | +11,8 % | 3.664.247 $ | +66.214 $ | +1,8 % | 3.598.033 $ | +158.349 $ | +4,6 % |
| Strategic Family Wealth Counselors, L.L.C. | 4.167.559 $ | +1.303.648 $ | +45,5 % | 2.863.911 $ | -298.290 $ | -9,4 % | 3.162.201 $ | +243.979 $ | +8,4 % | |||
| FFT WEALTH MANAGEMENT LLC | 4.160.577 $ | +2.195.599 $ | +111,7 % | 1.964.978 $ | ||||||||
| Curated Wealth Partners LLC | 4.158.169 $ | +74.409 $ | +1,8 % | 4.083.760 $ | +1.094.726 $ | +36,6 % | 2.989.034 $ | -246.944 $ | -7,6 % | 3.235.978 $ | +30.695 $ | +1,0 % |
| Disciplined Investors, L.L.C. | 4.156.921 $ | +482.804 $ | +13,1 % | 3.674.117 $ | +154.778 $ | +4,4 % | 3.519.339 $ | -7.542 $ | -0,2 % | |||
| Avos Capital Management, LLC | 4.152.825 $ | +1.858.787 $ | +81,0 % | 2.294.038 $ | +227.641 $ | +11,0 % | ||||||
| Long Island Wealth Management, Inc. | 4.150.945 $ | +47.375 $ | +1,2 % | 4.103.570 $ | +754.080 $ | +22,5 % | 3.349.490 $ | -189.338 $ | -5,4 % | 3.538.828 $ | +60.050 $ | +1,7 % |
| HEADINVEST, LLC | 4.149.874 $ | +1.091.625 $ | +35,7 % | 3.058.249 $ | +768.924 $ | +33,6 % | 2.289.325 $ | +247.728 $ | +12,1 % | |||
| MERITAGE PORTFOLIO MANAGEMENT | 4.139.976 $ | +267.941 $ | +6,9 % | |||||||||
| Prostatis Group LLC | 3.315.631 $ | -819.327 $ | -19,8 % | 4.134.958 $ | +3.188.959 $ | +337,1 % | 945.999 $ | -56.096 $ | -5,6 % | |||
| McKinley Carter Wealth Services, Inc. | 4.124.514 $ | +776.246 $ | +23,2 % | 3.348.268 $ | -615.905 $ | -15,5 % | 3.964.173 $ | +298.355 $ | +8,1 % | 3.665.818 $ | -6.119.594 $ | -62,5 % |
| Leo H. Evart, Inc. | 4.106.602 $ | +598.553 $ | +17,1 % | 3.508.049 $ | ||||||||
| Bowman & Co S.C. | 4.106.283 $ | +62.066 $ | +1,5 % | |||||||||
| TSFG, LLC | 4.083.000 $ | +994.000 $ | +32,2 % | 3.089.000 $ | -370.000 $ | -10,7 % | 3.459.000 $ | -80.000 $ | -2,3 % | |||
| Shepherd Financial Partners LLC | 4.082.435 $ | +711.652 $ | +21,1 % | 3.370.783 $ | -248.883 $ | -6,9 % | 3.619.666 $ | +91.619 $ | +2,6 % | |||
| Nvest Financial, LLC | 4.075.299 $ | +210.774 $ | +5,5 % | 3.864.525 $ | +34.137 $ | +0,9 % | 3.830.388 $ | +1.241.348 $ | +47,9 % | |||
| Carnegie Investment Counsel | 4.073.982 $ | +338.691 $ | +9,1 % | 3.735.291 $ | -122.087 $ | -3,2 % | 3.857.378 $ | +1.222.903 $ | +46,4 % | 2.634.475 $ | +656.489 $ | +33,2 % |
| Round Rock Advisors LLC | 4.070.113 $ | +783.353 $ | +23,8 % | 3.286.760 $ | -380.259 $ | -10,4 % | 3.667.019 $ | +83.484 $ | +2,3 % | |||
| Hillcrest Wealth Advisors - NY, LLC | 964.517 $ | -212.755 $ | -18,1 % | 1.177.272 $ | -2.886.947 $ | -71,0 % | 4.064.219 $ | +2.801.637 $ | +221,9 % | 1.262.582 $ | +291.963 $ | +30,1 % |
| Tradewinds, LLC. | 1.989.514 $ | +1.619.718 $ | +438,0 % | 369.796 $ | -3.675.529 $ | -90,9 % | 4.045.325 $ | +20.388 $ | +0,5 % | |||
| Pathway Financial Advisers, LLC | 4.044.203 $ | +709.686 $ | +21,3 % | 3.334.517 $ | +105.005 $ | +3,3 % | 3.229.512 $ | +71.679 $ | +2,3 % | |||
| Stirlingshire Investments, Inc. | 4.037.985 $ | +661.666 $ | +19,6 % | 3.376.319 $ | +1.154.354 $ | +52,0 % | 2.221.965 $ | |||||
| Wellspring Financial Advisors, LLC | 4.027.230 $ | +588.246 $ | +17,1 % | 3.438.984 $ | -231.596 $ | -6,3 % | 3.670.580 $ | -23.991 $ | -0,6 % | |||
| Atlatl Advisers LLC | 4.021.440 $ | |||||||||||
| Macro Advisors, Inc. | 4.013.678 $ | +454.286 $ | +12,8 % | 3.559.392 $ | ||||||||
| WARNER FINANCIAL, INC | 4.010.725 $ | +812.725 $ | +25,4 % | 3.198.000 $ | +145.000 $ | +4,7 % | 3.053.000 $ | +251.000 $ | +9,0 % | |||
| Smallwood Wealth Investment Management, LLC | 3.574.133 $ | -432.343 $ | -10,8 % | 4.006.476 $ | +1.076.546 $ | +36,7 % | 2.929.930 $ | -30.302 $ | -1,0 % | |||
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 3.904.658 $ | -99.204 $ | -2,5 % | 4.003.862 $ | +138.406 $ | +3,6 % | 3.865.456 $ | -482.008 $ | -11,1 % | |||
| Synergy Financial Group, LTD | 3.993.838 $ | +1.586.704 $ | +65,9 % | 2.407.134 $ | -130.089 $ | -5,1 % | 2.537.223 $ | +101.716 $ | +4,2 % | |||
| Aspen Wealth Strategies, LLC | 3.980.169 $ | +464.249 $ | +13,2 % | 3.515.920 $ | -36.799 $ | -1,0 % | 3.552.719 $ | +2.528.444 $ | +246,9 % | |||
| Premier Path Wealth Partners, LLC | 3.979.003 $ | +147.989 $ | +3,9 % | 3.831.014 $ | +964.390 $ | +33,6 % | 2.866.624 $ | -439.151 $ | -13,3 % | 3.305.775 $ | -3.614.384 $ | -52,2 % |
| Newport Capital Group, LLC | 3.539.836 $ | -433.684 $ | -10,9 % | 3.973.520 $ | +1.419.283 $ | +55,6 % | 2.554.237 $ | +234.702 $ | +10,1 % | |||
| tru Independence LLC | 3.971.060 $ | +152.341 $ | +4,0 % | 3.818.719 $ | +801.124 $ | +26,5 % | 3.017.595 $ | -497.043 $ | -14,1 % | 3.514.638 $ | -85.659 $ | -2,4 % |
| Johnson Bixby & Associates, LLC | 3.946.837 $ | +515.012 $ | +15,0 % | 3.431.825 $ | +443.708 $ | +14,8 % | 2.988.117 $ | -190.886 $ | -6,0 % | 3.179.003 $ | +223.044 $ | +7,5 % |
| Glenview Trust Co | 3.943.592 $ | +571.717 $ | +17,0 % | 3.371.875 $ | -192.409 $ | -5,4 % | 3.564.284 $ | -9.330 $ | -0,3 % | |||
| LANDAAS & CO /WI /ADV | 3.931.678 $ | +1.822.632 $ | +86,4 % | 2.109.046 $ | -38.984 $ | -1,8 % | 2.148.030 $ | +30 $ | +0,0 % | |||
| Gerber Kawasaki Wealth & Investment Management | 3.912.014 $ | +835.731 $ | +27,2 % | 3.076.283 $ | +85.861 $ | +2,9 % | 2.990.422 $ | +135.819 $ | +4,8 % | |||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 3.892.000 $ | +745.000 $ | +23,7 % | 3.147.000 $ | +919.000 $ | +41,2 % | 2.228.000 $ | +234.000 $ | +11,7 % | |||
| Jump Financial, LLC | 1.307.485 $ | -2.580.321 $ | -66,4 % | 3.887.806 $ | +1.721.177 $ | +79,4 % | ||||||
| Kera Capital Partners, Inc. | 2.845.389 $ | -740.440 $ | -20,6 % | 3.585.829 $ | -279.491 $ | -7,2 % | 3.865.320 $ | +29.319 $ | +0,8 % | |||
| CGC Financial Services, LLC | 3.792.941 $ | -70.040 $ | -1,8 % | 3.862.981 $ | ||||||||
| Wingate Wealth Advisors, Inc. | 3.845.532 $ | +738.799 $ | +23,8 % | 3.106.733 $ | +159.768 $ | +5,4 % | 2.946.965 $ | +353.623 $ | +13,6 % | |||
| NorthLanding Financial Partners, LLC | 3.843.781 $ | +219.810 $ | +6,1 % | 3.623.971 $ | +2.320.790 $ | +178,1 % | 1.303.181 $ | +17.435 $ | +1,4 % | 1.285.746 $ | -11 $ | -0,0 % |
| Brooklyn Investment Group | 3.836.289 $ | +537.004 $ | +16,3 % | 3.299.285 $ | +1.843.079 $ | +126,6 % | ||||||
| Quantum Capital Management, LLC / NJ | 3.835.233 $ | +1.900.715 $ | +98,3 % | |||||||||
| Embree Financial Group | 3.825.485 $ | +267.509 $ | +7,5 % | 3.557.976 $ | -12.473 $ | -0,3 % | 3.570.449 $ | -254.390 $ | -6,7 % | 3.824.839 $ | +27.901 $ | +0,7 % |
| Tower View Wealth Management LLC | 3.810.146 $ | +887.165 $ | +30,4 % | 2.922.981 $ | -72.117 $ | -2,4 % | 2.995.098 $ | -12.466 $ | -0,4 % | |||
| Retirement Planning Co of New England, Inc. | 3.809.044 $ | +72.230 $ | +1,9 % | 3.736.814 $ | +574.037 $ | +18,1 % | 3.162.777 $ | -188.353 $ | -5,6 % | 3.351.130 $ | +33.373 $ | +1,0 % |
| Capital Asset Advisory Services LLC | 3.808.397 $ | +18.571 $ | +0,5 % | 3.789.826 $ | +63.755 $ | +1,7 % | 3.726.071 $ | -163.486 $ | -4,2 % | |||
| Pinnacle Financial Group, LLC / IL | 3.800.101 $ | +614.317 $ | +19,3 % | 3.185.784 $ | -7.265 $ | -0,2 % | 3.193.049 $ | +289.127 $ | +10,0 % | |||
| SENTINEL TRUST CO LBA | 3.794.000 $ | +543.000 $ | +16,7 % | 3.251.000 $ | +983.000 $ | +43,3 % | 2.268.000 $ | +46.000 $ | +2,1 % | |||
| KENNICOTT CAPITAL MANAGEMENT LLC | 800.054 $ | -9.286 $ | -1,1 % | 809.340 $ | +66.359 $ | +8,9 % | 742.981 $ | -3.045.414 $ | -80,4 % | 3.788.395 $ | +177.489 $ | +4,9 % |
| Grantvest Financial Group LLC | 3.722.044 $ | -51.568 $ | -1,4 % | 3.773.612 $ | +646.793 $ | +20,7 % | 3.126.819 $ | +53.184 $ | +1,7 % | 3.073.635 $ | +130.076 $ | +4,4 % |
| Quantitative Investment Management, LLC | 2.179.000 $ | -1.593.000 $ | -42,2 % | 3.772.000 $ | +208.000 $ | +5,8 % | 3.564.000 $ | |||||
| Reality Financial Planning Services, LLC | 3.417.446 $ | -352.762 $ | -9,4 % | 3.770.208 $ | +516.465 $ | +15,9 % | 3.253.743 $ | |||||
| PACIFIC SUN FINANCIAL CORP | 3.763.637 $ | +832.065 $ | +28,4 % | 2.931.572 $ | -45.662 $ | -1,5 % | 2.977.234 $ | +281.541 $ | +10,4 % | |||
| EQUITABLE TRUST CO | 3.743.750 $ | +2.266 $ | +0,1 % | 3.741.484 $ | +600.252 $ | +19,1 % | 3.141.232 $ | -438.817 $ | -12,3 % | 3.580.049 $ | +258.953 $ | +7,8 % |
| Daybright Advisory Services, Inc. | 3.735.336 $ | +1.277.293 $ | +52,0 % | 2.458.043 $ | +105.362 $ | +4,5 % | 2.352.681 $ | |||||
| Sterling Investment Advisors, Ltd. | 3.686.014 $ | -45.380 $ | -1,2 % | 3.731.394 $ | +218.949 $ | +6,2 % | 3.512.445 $ | -82.946 $ | -2,3 % | |||
| NWM ADVISORS, LLC | 3.723.048 $ | +1.052.874 $ | +39,4 % | 2.670.174 $ | -101.475 $ | -3,7 % | 2.771.649 $ | |||||
| NBT BANK, N.A. | 506.071 $ | -976.720 $ | -65,9 % | 1.482.791 $ | -2.140.212 $ | -59,1 % | 3.623.003 $ | -100.035 $ | -2,7 % | 3.723.038 $ | +94.210 $ | +2,6 % |
| LBMC INVESTMENT ADVISORS, LLC | 3.719.231 $ | +1.006.379 $ | +37,1 % | 2.712.852 $ | +553.538 $ | +25,6 % | 2.159.314 $ | +20.793 $ | +1,0 % | |||
| HOWARD WEALTH MANAGEMENT, LLC | 3.713.378 $ | +368.999 $ | +11,0 % | 3.344.379 $ | -153.447 $ | -4,4 % | 3.497.826 $ | +119.659 $ | +3,5 % | |||
| RFG HOLDINGS, INC. | 3.429.017 $ | -283.629 $ | -7,6 % | 3.712.646 $ | +751.849 $ | +25,4 % | 2.960.797 $ | -206.413 $ | -6,5 % | |||
| BOS Asset Management, LLC | 3.711.856 $ | +69.316 $ | +1,9 % | 3.642.540 $ | +443.692 $ | +13,9 % | 3.198.848 $ | -3.007 $ | -0,1 % | 3.201.855 $ | -538.791 $ | -14,4 % |
| Advisory Alpha, LLC | 3.694.217 $ | -14.108 $ | -0,4 % | 3.708.325 $ | +1.017.843 $ | +37,8 % | 2.690.482 $ | -660.340 $ | -19,7 % | |||
| SLT Holdings LLC | 3.700.800 $ | |||||||||||
| NCM Capital Management, LLC | 3.697.632 $ | +307.497 $ | +9,1 % | 3.390.135 $ | -169.747 $ | -4,8 % | 3.559.882 $ | +225.264 $ | +6,8 % | |||
| MONECO ADVISORS, LLC | 3.694.711 $ | +1.603.249 $ | +76,7 % | 2.091.462 $ | -749.120 $ | -26,4 % | 2.840.582 $ | +725.066 $ | +34,3 % | |||
| Grey Ledge Advisors, LLC | 3.683.801 $ | +362.232 $ | +10,9 % | 3.321.569 $ | +674.439 $ | +25,5 % | 2.647.130 $ | -260.369 $ | -9,0 % | |||
| W ADVISORS, LLC | 3.682.027 $ | +1.272.613 $ | +52,8 % | 2.409.414 $ | -243.340 $ | -9,2 % | 2.652.754 $ | +253.633 $ | +10,6 % | |||
| Bright Futures Wealth Management, LLC. | 3.680.232 $ | +642.714 $ | +21,2 % | 3.037.518 $ | -232.095 $ | -7,1 % | 3.269.613 $ | -996.865 $ | -23,4 % | |||
| TRITONPOINT WEALTH, LLC | 3.677.841 $ | +152.871 $ | +4,3 % | 3.524.970 $ | +879.962 $ | +33,3 % | 2.645.008 $ | -286.556 $ | -9,8 % | 2.931.564 $ | -33.937 $ | -1,1 % |
| WEALTH ALLIANCE, LLC | 3.611.955 $ | +166.290 $ | +4,8 % | 3.445.665 $ | -223.197 $ | -6,1 % | 3.668.862 $ | +18.594 $ | +0,5 % | |||
| Jefferies Financial Group Inc. | 3.427.761 $ | -183.015 $ | -5,1 % | 3.610.776 $ | -53.209 $ | -1,5 % | 3.663.985 $ | -1.681.307.454 $ | -99,8 % | |||
| Pinnacle Wealth Management Advisory Group, LLC | 3.649.522 $ | +550.795 $ | +17,8 % | 3.098.727 $ | +919.403 $ | +42,2 % | 2.179.324 $ | +326.981 $ | +17,7 % | |||
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 3.648.856 $ | +1.545.074 $ | +73,4 % | 2.103.782 $ | ||||||||
| McGuire Investment Group, LLC | 3.645.364 $ | +826.429 $ | +29,3 % | 2.818.935 $ | -558.491 $ | -16,5 % | 3.377.426 $ | -415.643 $ | -11,0 % | |||
| WealthCollab, LLC | 3.632.118 $ | +585.847 $ | +19,2 % | 3.046.271 $ | -180.711 $ | -5,6 % | 3.226.982 $ | -33.339 $ | -1,0 % | |||
| Inlight Wealth Management, LLC | 3.621.521 $ | +3.503.374 $ | +2.965,3 % | 118.147 $ | +2.924 $ | +2,5 % | ||||||
| Prosperity Wealth Management, Inc. | 3.618.543 $ | +216.699 $ | +6,4 % | |||||||||
| Compass Financial Group, Inc. (Ohio) | 1.891.585 $ | -234.951 $ | -11,0 % | 2.126.536 $ | -1.491.218 $ | -41,2 % | 3.617.754 $ | +1.677.465 $ | +86,5 % | 1.940.289 $ | ||
| M3 Advisory Group, LLC | 3.615.880 $ | +1.587.824 $ | +78,3 % | 2.028.056 $ | -174.232 $ | -7,9 % | 2.202.288 $ | +33.289 $ | +1,5 % | |||
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 3.605.545 $ | +606.458 $ | +20,2 % | 2.999.087 $ | ||||||||
| IVC Wealth Advisors LLC | 3.602.219 $ | +339.066 $ | +10,4 % | 3.263.153 $ | +47.072 $ | +1,5 % | 3.216.081 $ | +6.576 $ | +0,2 % | |||
| PRIVATE TRUST CO NA | 3.591.712 $ | +215.590 $ | +6,4 % | 3.376.122 $ | +658.394 $ | +24,2 % | 2.717.728 $ | +71.104 $ | +2,7 % | 2.646.624 $ | +34.168 $ | +1,3 % |
| Marex Group Ltd | 3.590.996 $ | +1.468.532 $ | +69,2 % | 2.122.464 $ | -170.535 $ | -7,4 % | 2.292.999 $ | +80.734 $ | +3,6 % | |||
| Ariston Services Group | 3.101.450 $ | -448.532 $ | -12,6 % | 3.549.982 $ | -38.757 $ | -1,1 % | 3.588.739 $ | +242.265 $ | +7,2 % | 3.346.474 $ | -85.472 $ | -2,5 % |
| Crews Bank & Trust | 3.570.310 $ | +310.489 $ | +9,5 % | 3.259.821 $ | -158.262 $ | -4,6 % | 3.418.083 $ | -53.460 $ | -1,5 % | |||
| Acropolis Investment Management, LLC | 3.559.424 $ | +601.710 $ | +20,3 % | 2.957.714 $ | +964.936 $ | +48,4 % | 1.992.778 $ | +524.173 $ | +35,7 % | 1.468.605 $ | +486.370 $ | +49,5 % |
| SOA Wealth Advisors, LLC. | 3.558.261 $ | +731.307 $ | +25,9 % | 2.826.954 $ | -400.390 $ | -12,4 % | 3.227.344 $ | +44.580 $ | +1,4 % | |||
| Northland Capital Management LLC | 3.025.864 $ | -96.343 $ | -3,1 % | 3.122.207 $ | -206.249 $ | -6,2 % | 3.328.456 $ | -217.519 $ | -6,1 % | 3.545.975 $ | -145.961 $ | -4,0 % |
| Mainstream Capital Management LLC | 3.542.422 $ | +618.312 $ | +21,1 % | 2.924.110 $ | -253.807 $ | -8,0 % | 3.177.917 $ | -199.223 $ | -5,9 % | |||
| Bayshore Capital Advisors, LLC | 3.532.686 $ | +1.146.849 $ | +48,1 % | 2.385.837 $ | -161.415 $ | -6,3 % | 2.547.252 $ | |||||
| BEARING POINT CAPITAL, LLC | 2.364.464 $ | -1.165.153 $ | -33,0 % | 3.529.617 $ | +1.126.967 $ | +46,9 % | ||||||
| TritonPoint Partners, LLC | 3.524.970 $ | |||||||||||
| Optivise Advisory Services LLC | 3.520.315 $ | +1.250.068 $ | +55,1 % | 2.270.247 $ | +605.631 $ | +36,4 % | 1.664.616 $ | +6.633 $ | +0,4 % | 1.657.983 $ | +173.557 $ | +11,7 % |
| Bear Mountain Capital, Inc. | 3.519.479 $ | +155.103 $ | +4,6 % | 3.364.376 $ | +179.345 $ | +5,6 % | 3.185.031 $ | +199.277 $ | +6,7 % | |||
| KENNEDY INVESTMENT GROUP, INC. | 3.265.006 $ | -247.639 $ | -7,0 % | 3.512.645 $ | +297.456 $ | +9,3 % | 3.215.189 $ | -28.897 $ | -0,9 % | 3.244.086 $ | +404.671 $ | +14,3 % |
| MidAtlantic Capital Management, Inc. | 3.500.502 $ | +443.042 $ | +14,5 % | 3.057.460 $ | -401.197 $ | -11,6 % | 3.458.657 $ | +220.624 $ | +6,8 % | |||
| DEUTSCHE BANK AG\ | 3.499.746 $ | +747.298 $ | +27,2 % | 2.752.448 $ | -679.554 $ | -19,8 % | 3.432.002 $ | +73.633 $ | +2,2 % | |||
| UNION SAVINGS BANK | 3.498.441 $ | +279.121 $ | +8,7 % | 3.219.320 $ | +454.472 $ | +16,4 % | 2.764.848 $ | +29.706 $ | +1,1 % | 2.735.142 $ | ||
| Tortoise Investment Management, LLC | 3.497.251 $ | +647.261 $ | +22,7 % | 2.849.990 $ | -295.950 $ | -9,4 % | 3.145.940 $ | -103.115 $ | -3,2 % | |||
| DAHRING | CUSMANO LLC | 3.497.052 $ | +330.241 $ | +10,4 % | 3.166.811 $ | +961.568 $ | +43,6 % | 2.205.243 $ | +269.751 $ | +13,9 % | |||
| Indiana Trust & Investment Management Co | 3.494.606 $ | +214.554 $ | +6,5 % | 3.280.052 $ | +683.400 $ | +26,3 % | 2.596.652 $ | -13.360 $ | -0,5 % | 2.610.012 $ | +21.127 $ | +0,8 % |
| Independent Wealth Advisors LLC | 3.482.134 $ | +359.590 $ | +11,5 % | 3.122.544 $ | -90.147 $ | -2,8 % | 3.212.691 $ | |||||
| FIRST NATIONAL TRUST CO | 3.475.599 $ | +1.095.776 $ | +46,0 % | 2.379.823 $ | +143.764 $ | +6,4 % | 2.236.059 $ | +226.132 $ | +11,3 % | |||
| Hamrick Investment Counsel, llc | 3.475.393 $ | +219.506 $ | +6,7 % | 3.255.887 $ | +98.556 $ | +3,1 % | 3.157.331 $ | |||||
| Sendero Wealth Management, LLC | 3.472.841 $ | +177.671 $ | +5,4 % | 3.295.170 $ | ||||||||
| RMG Wealth Management LLC | 3.472.098 $ | +3.239.355 $ | +1.391,8 % | 232.743 $ | +43.800 $ | +23,2 % | ||||||
| LAZARI CAPITAL MANAGEMENT, INC. | 3.469.851 $ | +58.558 $ | +1,7 % | 3.411.293 $ | +522.405 $ | +18,1 % | 2.888.888 $ | +112.446 $ | +4,1 % | 2.776.442 $ | +105.840 $ | +4,0 % |
| Ethos Capital Management, Inc. | 2.257.546 $ | -197.332 $ | -8,0 % | 2.454.878 $ | -1.008.499 $ | -29,1 % | 3.463.377 $ | |||||
| HF Advisory Group, LLC | 3.461.822 $ | +73.762 $ | +2,2 % | 3.388.060 $ | +809.359 $ | +31,4 % | 2.578.701 $ | -340.766 $ | -11,7 % | 2.919.467 $ | +5.056 $ | +0,2 % |
| RETIREMENT GUYS FORMULA LLC | 3.461.005 $ | +699.816 $ | +25,3 % | 2.761.189 $ | -395.010 $ | -12,5 % | 3.156.199 $ | -67.767 $ | -2,1 % | |||
| Nova Wealth Management, Inc. | 3.458.405 $ | +625.136 $ | +22,1 % | 2.833.269 $ | -319.775 $ | -10,1 % | 3.153.044 $ | -88.912 $ | -2,7 % | |||
| Bestgate Wealth Advisors, LLC | 3.440.874 $ | +1.936.762 $ | +128,8 % | 1.504.112 $ | +314.509 $ | +26,4 % | 1.189.603 $ | -126.738 $ | -9,6 % | 1.316.341 $ | +1.077.419 $ | +451,0 % |
| GPM Growth Investors, Inc. | 3.436.917 $ | +920.241 $ | +36,6 % | 2.516.676 $ | -105.725 $ | -4,0 % | 2.622.401 $ | -270.790 $ | -9,4 % | |||
| MARIPAU WEALTH MANAGEMENT LLC | 3.435.834 $ | +1.079.971 $ | +45,8 % | 2.355.863 $ | -22.996 $ | -1,0 % | 2.378.859 $ | +98.792 $ | +4,3 % | |||
| Bogart Wealth, LLC | 3.428.647 $ | +615.427 $ | +21,9 % | 2.813.220 $ | +21.774 $ | +0,8 % | 2.791.446 $ | +54.455 $ | +2,0 % | |||
| 17 CAPITAL PARTNERS, LLC | 3.411.331 $ | +849.547 $ | +33,2 % | 2.561.784 $ | -47.367 $ | -1,8 % | 2.609.151 $ | -1.233.336 $ | -32,1 % | |||
| Confluence Wealth Services, Inc. | 3.409.315 $ | +906.380 $ | +36,2 % | 2.502.935 $ | -88.629 $ | -3,4 % | 2.591.564 $ | -75.655 $ | -2,8 % | |||
| Fortune 45 LLC | 3.394.877 $ | +176.318 $ | +5,5 % | 3.218.559 $ | +530.685 $ | +19,7 % | 2.687.874 $ | -314.950 $ | -10,5 % | 3.002.824 $ | +81.273 $ | +2,8 % |
| 15 Wealth Advisors LLC | 3.392.976 $ | |||||||||||
| Pines Wealth Management, LLC | 3.392.793 $ | +317.313 $ | +10,3 % | 3.075.480 $ | +551.930 $ | +21,9 % | 2.523.550 $ | +158.275 $ | +6,7 % | 2.365.275 $ | +385.462 $ | +19,5 % |
| Opus Financial Solutions LLC | 3.209.367 $ | -173.736 $ | -5,1 % | 3.383.103 $ | +253.436 $ | +8,1 % | 3.129.667 $ | |||||
| FLAGSTAR SECURITIES, INC | 3.211.995 $ | -32.048 $ | -1,0 % | 3.244.043 $ | -131.478 $ | -3,9 % | 3.375.521 $ | +75.549 $ | +2,3 % | 3.299.972 $ | -336.177 $ | -9,2 % |
| SWEENEY & MICHEL, LLC | 3.020.515 $ | -349.300 $ | -10,4 % | 3.369.815 $ | +192.081 $ | +6,0 % | 3.177.734 $ | -140.807 $ | -4,2 % | 3.318.541 $ | +203.851 $ | +6,5 % |
| Community Bank, N.A. | 3.363.170 $ | +714.323 $ | +27,0 % | 2.648.847 $ | -340.636 $ | -11,4 % | 2.989.483 $ | -22.531 $ | -0,7 % | |||
| TUCKER ASSET MANAGEMENT LLC | 3.362.179 $ | +957.318 $ | +39,8 % | 2.404.861 $ | +2.231.047 $ | +1.283,6 % | 173.814 $ | |||||
| MBL Wealth, LLC | 3.354.177 $ | +72.047 $ | +2,2 % | 3.282.130 $ | +1.039.993 $ | +46,4 % | 2.242.137 $ | -396.284 $ | -15,0 % | 2.638.421 $ | +221.482 $ | +9,2 % |
| Rolek Wealth Management LLC | 3.283.265 $ | -64.533 $ | -1,9 % | 3.347.798 $ | +646.387 $ | +23,9 % | 2.701.411 $ | -299.479 $ | -10,0 % | 3.000.890 $ | +52.975 $ | +1,8 % |
| Armbruster Capital Management, Inc. | 3.307.932 $ | -38.720 $ | -1,2 % | 3.346.652 $ | +455.393 $ | +15,8 % | 2.891.259 $ | -182.421 $ | -5,9 % | 3.073.680 $ | +180.399 $ | +6,2 % |
| Fairlight Advisors | 3.342.145 $ | |||||||||||
| Capital Squared Financial LLC | 3.330.834 $ | +411.299 $ | +14,1 % | 2.919.535 $ | -402.840 $ | -12,1 % | 3.322.375 $ | +431.105 $ | +14,9 % | |||
| Values Added Financial LLC | 3.314.924 $ | +331.319 $ | +11,1 % | 2.983.605 $ | -152.164 $ | -4,9 % | 3.135.769 $ | +136.407 $ | +4,5 % | |||
| Cornerstone Select Advisors, LLC | 3.297.902 $ | +448.941 $ | +15,8 % | 2.848.961 $ | ||||||||
| Forvis Mazars Wealth Advisors, LLC | 3.258.249 $ | -36.693 $ | -1,1 % | 3.294.942 $ | +1.133.641 $ | +52,5 % | 2.161.301 $ | -238.600 $ | -9,9 % | 2.399.901 $ | +79.834 $ | +3,4 % |
| Peterson Wealth Advisors, LLC | 3.293.580 $ | +14.561 $ | +0,4 % | 3.279.019 $ | +163.887 $ | +5,3 % | 3.115.132 $ | +81.178 $ | +2,7 % | 3.033.954 $ | ||
| Gross & Hartman Investments LLC | 3.282.413 $ | +936.278 $ | +39,9 % | 2.346.135 $ | +619.979 $ | +35,9 % | 1.726.156 $ | |||||
| Avion Wealth | 3.276.000 $ | +198.000 $ | +6,4 % | 3.078.000 $ | +66.000 $ | +2,2 % | 3.012.000 $ | -192.000 $ | -6,0 % | |||
| Evercore Wealth Management, LLC | 3.271.428 $ | +841.571 $ | +34,6 % | 2.429.857 $ | -190.220 $ | -7,3 % | 2.620.077 $ | +44.962 $ | +1,7 % | |||
| Pinnacle Wealth Management Group, Inc. | 2.917.431 $ | -350.673 $ | -10,7 % | 3.268.104 $ | -2.989 $ | -0,1 % | 3.271.093 $ | +442.942 $ | +15,7 % | 2.828.151 $ | -13.378 $ | -0,5 % |
| PROFFITT & GOODSON INC | 3.268.720 $ | +214.344 $ | +7,0 % | 3.054.376 $ | +123.999 $ | +4,2 % | 2.930.377 $ | -311.898 $ | -9,6 % | |||
| Capital Square, LLC | 3.260.263 $ | +120.539 $ | +3,8 % | 3.139.724 $ | +444.612 $ | +16,5 % | 2.695.112 $ | +324.287 $ | +13,7 % | 2.370.825 $ | +108.715 $ | +4,8 % |
| Smithfield Trust Co | 3.253.000 $ | +403.000 $ | +14,1 % | 2.850.000 $ | -24.000 $ | -0,8 % | 2.874.000 $ | +75.000 $ | +2,7 % | |||
| JB Capital LLC | 3.236.188 $ | +78.380 $ | +2,5 % | 3.157.808 $ | +1.025.218 $ | +48,1 % | 2.132.590 $ | -96.999 $ | -4,4 % | 2.229.589 $ | +230.288 $ | +11,5 % |
| INTEGRAL INVESTMENT ADVISORS, INC. | 3.233.580 $ | +488.389 $ | +17,8 % | 2.745.191 $ | -157.535 $ | -5,4 % | 2.902.726 $ | +116.147 $ | +4,2 % | |||
| Arete Wealth Advisors, LLC | 1.588.759 $ | -1.635.925 $ | -50,7 % | 3.224.684 $ | +200.684 $ | +6,6 % | ||||||
| Riverbend Wealth Management, LLC | 3.221.728 $ | +670.498 $ | +26,3 % | 2.551.230 $ | +1.086.467 $ | +74,2 % | 1.464.763 $ | -75.439 $ | -4,9 % | 1.540.202 $ | +1.199 $ | +0,1 % |
| Tempo Wealth, LLC | 3.218.581 $ | +189.110 $ | +6,2 % | 3.029.471 $ | +779.378 $ | +34,6 % | 2.250.093 $ | -665.444 $ | -22,8 % | 2.915.537 $ | ||
| Schear Investment Advisers, LLC | 3.218.581 $ | |||||||||||
| Concord Wealth Partners | 3.213.177 $ | +2.407.310 $ | +298,7 % | 805.867 $ | -508.592 $ | -38,7 % | 1.314.459 $ | +25.181 $ | +2,0 % | |||
| Pine Valley Investments Ltd Liability Co | 3.212.572 $ | +574.439 $ | +21,8 % | 2.638.133 $ | -119.982 $ | -4,4 % | 2.758.115 $ | +26.129 $ | +1,0 % | |||
| DHJJ Financial Advisors, Ltd. | 3.207.861 $ | +1.025.642 $ | +47,0 % | 2.182.219 $ | +13.917 $ | +0,6 % | 2.168.302 $ | -87.820 $ | -3,9 % | |||
| Nautilus Advisors LLC | 3.199.999 $ | +49.827 $ | +1,6 % | |||||||||
| Carolina Wealth Management Inc | 3.193.790 $ | |||||||||||
| Campion Asset Management | 3.078.403 $ | +75.255 $ | +2,5 % | 3.003.148 $ | -185.744 $ | -5,8 % | 3.188.892 $ | -4.583 $ | -0,1 % | |||
| SFM, LLC d/b/a Sweeney Financial Advisors | 3.014.997 $ | -173.308 $ | -5,4 % | 3.188.305 $ | +1.512.386 $ | +90,2 % | 1.675.919 $ | -147.728 $ | -8,1 % | 1.823.647 $ | +78.004 $ | +4,5 % |
| Crescent Grove Advisors, LLC | 3.167.727 $ | +87.259 $ | +2,8 % | 3.080.468 $ | +443.021 $ | +16,8 % | 2.637.447 $ | -546.909 $ | -17,2 % | 3.184.356 $ | +461.561 $ | +17,0 % |
| ROTHSCHILD INVESTMENT LLC | 3.178.514 $ | +521.807 $ | +19,6 % | 2.656.707 $ | -306.588 $ | -10,3 % | 2.963.295 $ | +581.755 $ | +24,4 % | |||
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 3.175.407 $ | +858.279 $ | +37,0 % | 2.317.128 $ | -191.452 $ | -7,6 % | 2.508.580 $ | +23.795 $ | +1,0 % | |||
| RDA Financial Network | 3.172.276 $ | +102.861 $ | +3,4 % | 3.069.415 $ | +434.984 $ | +16,5 % | 2.634.431 $ | -186.707 $ | -6,6 % | 2.821.138 $ | +154.719 $ | +5,8 % |
| Davis Wealth Advisors, LLC | 3.158.493 $ | +454.464 $ | +16,8 % | 2.704.029 $ | -99.045 $ | -3,5 % | 2.803.074 $ | +127.624 $ | +4,8 % | |||
| Rock Point Advisors, LLC | 3.156.690 $ | +540.872 $ | +20,7 % | 2.615.818 $ | -14.407 $ | -0,5 % | 2.630.225 $ | +324.558 $ | +14,1 % | |||
| Investment Planning Advisors, Inc. | 3.154.833 $ | +140.172 $ | +4,6 % | 3.014.661 $ | +475.111 $ | +18,7 % | 2.539.550 $ | +8.144 $ | +0,3 % | 2.531.406 $ | +310.920 $ | +14,0 % |
| Privatperson | 3.076.000 $ | -72.000 $ | -2,3 % | 3.148.000 $ | +207.000 $ | +7,0 % | 2.941.000 $ | -102.000 $ | -3,4 % | |||
| Prairiewood Capital, LLC | 3.087.940 $ | -48.838 $ | -1,6 % | 3.136.778 $ | +238.466 $ | +8,2 % | 2.898.312 $ | +916.832 $ | +46,3 % | 1.981.480 $ | +25.682 $ | +1,3 % |
| ENTREWEALTH, LLC | 3.136.637 $ | +174.122 $ | +5,9 % | 2.962.515 $ | +1.010.438 $ | +51,8 % | 1.952.077 $ | -116.914 $ | -5,7 % | 2.068.991 $ | +72.081 $ | +3,6 % |
| Independent Family Office, LLC | 3.133.616 $ | +23.139 $ | +0,7 % | 3.110.477 $ | +151.937 $ | +5,1 % | 2.958.540 $ | -8.461 $ | -0,3 % | |||
| ATMOS ADVISORY, LLC | 3.128.439 $ | +75.943 $ | +2,5 % | 3.052.496 $ | +536.974 $ | +21,3 % | 2.515.522 $ | -393.929 $ | -13,5 % | 2.909.451 $ | +43.677 $ | +1,5 % |
| Calamos Wealth Management LLC | 3.127.699 $ | +524.993 $ | +20,2 % | 2.602.706 $ | +22.662 $ | +0,9 % | 2.580.044 $ | +1.546.087 $ | +149,5 % | |||
| ENDEAVOR PRIVATE WEALTH, INC. | 1.971.285 $ | -1.103.553 $ | -35,9 % | 3.074.838 $ | -52.579 $ | -1,7 % | 3.127.417 $ | -361.686 $ | -10,4 % | |||
| WealthTrust Asset Management, LLC | 3.121.564 $ | +1.351.408 $ | +76,3 % | 1.770.156 $ | -228.869 $ | -11,4 % | 1.999.025 $ | -6.376.670 $ | -76,1 % | |||
| HOWLAND CAPITAL MANAGEMENT LLC | 3.121.322 $ | +2.645.946 $ | +556,6 % | 475.376 $ | +143.872 $ | +43,4 % | ||||||
| Signature Equity Partners, LLC | 3.100.212 $ | +638.124 $ | +25,9 % | 2.462.088 $ | +33.118 $ | +1,4 % | 2.428.970 $ | |||||
| Equity Wealth Partners, LLC | 3.098.566 $ | +2.871.186 $ | +1.262,7 % | 227.380 $ | +13.994 $ | +6,6 % | 213.386 $ | |||||
| Selective Wealth Management, Inc. | 3.096.978 $ | +326.383 $ | +11,8 % | 2.770.595 $ | +141.861 $ | +5,4 % | 2.628.734 $ | -114.661 $ | -4,2 % | 2.743.395 $ | +45.598 $ | +1,7 % |
| Heartwood Wealth Advisors LLC | 3.095.849 $ | +238.493 $ | +8,3 % | 2.857.356 $ | +1.271.984 $ | +80,2 % | 1.585.372 $ | -134.126 $ | -7,8 % | 1.719.498 $ | -154.333 $ | -8,2 % |
| Key FInancial Inc | 3.092.409 $ | +620.990 $ | +25,1 % | 2.471.419 $ | -156.728 $ | -6,0 % | 2.628.147 $ | +14.599 $ | +0,6 % | |||
| PURSUE WEALTH PARTNERS LLC | 3.090.979 $ | +2.392.979 $ | +342,8 % | 698.000 $ | -9.000 $ | -1,3 % | 707.000 $ | +128 $ | +0,0 % | |||
| Creekside Partners | 3.087.528 $ | +268.854 $ | +9,5 % | 2.818.674 $ | -25.828 $ | -0,9 % | 2.844.502 $ | +71.563 $ | +2,6 % | |||
| ROBERTS GLORE & CO INC /IL/ | 3.086.099 $ | +346.109 $ | +12,6 % | 2.739.990 $ | +87.735 $ | +3,3 % | 2.652.255 $ | +64.671 $ | +2,5 % | |||
| Redwood Financial Network Corp | 1.734.802 $ | +248.485 $ | +16,7 % | 1.486.317 $ | -1.593.679 $ | -51,7 % | 3.079.996 $ | -239.355 $ | -7,2 % | |||
| Hardy Reed LLC | 3.078.008 $ | +338.305 $ | +12,3 % | 2.739.703 $ | -128.269 $ | -4,5 % | 2.867.972 $ | +56.230 $ | +2,0 % | |||
| Castle Rock Wealth Management, LLC | 2.937.213 $ | -127.503 $ | -4,2 % | 3.064.716 $ | +59.509 $ | +2,0 % | 3.005.207 $ | +71.504 $ | +2,4 % | 2.933.703 $ | +38.771 $ | +1,3 % |
| Summit Global Investments | 3.064.000 $ | +1.546.000 $ | +101,8 % | 1.518.000 $ | +946.000 $ | +165,4 % | 572.000 $ | |||||
| Fortis Capital Advisors, LLC | 3.063.813 $ | +71.410 $ | +2,4 % | 2.992.403 $ | +702.255 $ | +30,7 % | 2.290.148 $ | -175.220 $ | -7,1 % | |||
| ATTICUS WEALTH MANAGEMENT, LLC | 3.050.660 $ | +101.798 $ | +3,5 % | 2.948.862 $ | +811.614 $ | +38,0 % | 2.137.248 $ | -421.187 $ | -16,5 % | 2.558.435 $ | +71.596 $ | +2,9 % |
| NOMURA HOLDINGS INC | 3.047.760 $ | |||||||||||
| Root Financial Partners, LLC | 3.043.964 $ | +1.507.462 $ | +98,1 % | 1.536.502 $ | +419.253 $ | +37,5 % | 1.117.249 $ | -257.555 $ | -18,7 % | 1.374.804 $ | +65.284 $ | +5,0 % |
| Stelac Advisory Services LLC | 3.038.281 $ | +25.660 $ | +0,9 % | 3.012.621 $ | +189.934 $ | +6,7 % | 2.822.687 $ | -431.003 $ | -13,2 % | |||
| Yoder Wealth Management, Inc. | 3.036.766 $ | +17.981 $ | +0,6 % | 3.018.785 $ | +226.305 $ | +8,1 % | 2.792.480 $ | -200.568 $ | -6,7 % | 2.993.048 $ | +6.731 $ | +0,2 % |
| Mosaic Advisors LLC | 3.036.242 $ | +648.557 $ | +27,2 % | 2.387.685 $ | +100.363 $ | +4,4 % | 2.287.322 $ | +1.684.045 $ | +279,1 % | |||
| Avestar Capital, LLC | 3.029.558 $ | +1.152.191 $ | +61,4 % | 1.877.367 $ | -248.040 $ | -11,7 % | 2.125.407 $ | +159.502 $ | +8,1 % | |||
| Vanguard Personalized Indexing Management, LLC | 3.025.272 $ | +508.419 $ | +20,2 % | 2.516.853 $ | -400.754 $ | -13,7 % | 2.917.607 $ | +16.825 $ | +0,6 % | |||
| Trust Point Inc. | 3.024.776 $ | +962.100 $ | +46,6 % | 2.062.676 $ | +923 $ | +0,0 % | 2.061.753 $ | +16.459 $ | +0,8 % | |||
| Sequent Planning LLC | 3.018.741 $ | +264.006 $ | +9,6 % | 2.754.735 $ | +13.792 $ | +0,5 % | 2.740.943 $ | +158.503 $ | +6,1 % | |||
| Caitlin John, LLC | 3.011.177 $ | +436.868 $ | +17,0 % | 2.574.309 $ | +417.083 $ | +19,3 % | 2.157.226 $ | -6.465 $ | -0,3 % | |||
| Quantum Financial Advisors, LLC | 2.212.155 $ | +1.516.038 $ | +217,8 % | 696.117 $ | -2.312.966 $ | -76,9 % | 3.009.083 $ | +172.776 $ | +6,1 % | |||
| Collaborative Wealth Managment Inc. | 3.006.418 $ | +348.514 $ | +13,1 % | 2.657.904 $ | -78.814 $ | -2,9 % | 2.736.718 $ | +245.910 $ | +9,9 % | |||
| Cannell & Spears LLC | 2.967.897 $ | +381.191 $ | +14,7 % | 2.586.706 $ | -405.207 $ | -13,5 % | 2.991.913 $ | +687.327 $ | +29,8 % | |||
| Wilson & Boucher Capital Management, LLC | 2.989.007 $ | +366.243 $ | +14,0 % | 2.622.764 $ | -38.459 $ | -1,4 % | 2.661.223 $ | -9.326 $ | -0,3 % | |||
| Financial Life Planners | 2.896.982 $ | +454.320 $ | +18,6 % | 2.442.662 $ | -540.240 $ | -18,1 % | 2.982.902 $ | -668 $ | -0,0 % | |||
| Horizon Family Wealth, Inc. | 2.977.624 $ | +558.251 $ | +23,1 % | 2.419.373 $ | -260.370 $ | -9,7 % | 2.679.743 $ | +69.409 $ | +2,7 % | |||
| SONATA CAPITAL GROUP INC | 2.971.384 $ | +342.827 $ | +13,0 % | 2.628.557 $ | +76.515 $ | +3,0 % | 2.552.042 $ | +437.096 $ | +20,7 % | 2.114.946 $ | -4.054 $ | -0,2 % |
| Bucket List Wealth Management, LLC | 2.386.020 $ | +105.162 $ | +4,6 % | 2.280.858 $ | -268.842 $ | -10,5 % | 2.549.700 $ | -421.619 $ | -14,2 % | 2.971.319 $ | ||
| LexAurum Advisors, LLC | 2.807.775 $ | -161.897 $ | -5,5 % | 2.969.672 $ | +148.087 $ | +5,2 % | 2.821.585 $ | -323.804 $ | -10,3 % | |||
| Legacy Wealth Managment, LLC/ID | 2.952.257 $ | +636.055 $ | +27,5 % | 2.316.202 $ | -21.628 $ | -0,9 % | 2.337.830 $ | +1.507.351 $ | +181,5 % | |||
| Nicholas Hoffman & Company, LLC. | 2.946.470 $ | +436.130 $ | +17,4 % | 2.510.340 $ | -69.394 $ | -2,7 % | 2.579.734 $ | +570.422 $ | +28,4 % | |||
| CWS Financial Advisors, LLC | 2.942.353 $ | +139.305 $ | +5,0 % | 2.803.048 $ | +759.828 $ | +37,2 % | 2.043.220 $ | -177.126 $ | -8,0 % | 2.220.346 $ | +23.051 $ | +1,0 % |
| Douglass Winthrop Advisors, LLC | 2.935.411 $ | +793.411 $ | +37,0 % | 2.142.000 $ | -266.327 $ | -11,1 % | 2.408.327 $ | -163.813 $ | -6,4 % | |||
| Dentgroup LLC | 2.932.928 $ | +57.339 $ | +2,0 % | |||||||||
| Discipline Wealth Solutions, LLC | 2.929.932 $ | +544.341 $ | +22,8 % | 2.385.591 $ | +1.910.181 $ | +401,8 % | 475.410 $ | +198.267 $ | +71,5 % | 277.143 $ | ||
| Glassy Mountain Advisors, Inc. | 2.802.761 $ | -123.277 $ | -4,2 % | 2.926.038 $ | +304.906 $ | +11,6 % | 2.621.132 $ | -152.457 $ | -5,5 % | |||
| FINANCIAL CONSULATE, INC | 2.919.887 $ | +772.305 $ | +36,0 % | 2.147.582 $ | -157.518 $ | -6,8 % | 2.305.100 $ | +55.183 $ | +2,5 % | |||
| American Institute for Advanced Investment Management, LLP | 2.916.339 $ | +447.592 $ | +18,1 % | 2.468.747 $ | -56.453 $ | -2,2 % | 2.525.200 $ | -91.658 $ | -3,5 % | |||
| Family CFO Inc | 2.915.736 $ | +672.817 $ | +30,0 % | 2.242.919 $ | -279.997 $ | -11,1 % | 2.522.916 $ | +261.581 $ | +11,6 % | |||
| VVR Holdings LLC | 2.404.221 $ | -339.240 $ | -12,4 % | 2.743.461 $ | -117.855 $ | -4,1 % | 2.861.316 $ | -52.764 $ | -1,8 % | 2.914.080 $ | ||
| Canvas Wealth Advisors, LLC | 2.912.122 $ | +1.329.048 $ | +84,0 % | 1.583.074 $ | +447.691 $ | +39,4 % | 1.135.383 $ | +14.801 $ | +1,3 % | |||
| Stonebridge Financial Group, LLC | 2.911.543 $ | +133.048 $ | +4,8 % | 2.778.495 $ | +448.395 $ | +19,2 % | 2.330.100 $ | -333.219 $ | -12,5 % | 2.663.319 $ | +112.003 $ | +4,4 % |
| LAZARD ASSET MANAGEMENT LLC | 2.909.073 $ | +490.396 $ | +20,3 % | 2.418.677 $ | -349.486 $ | -12,6 % | 2.768.163 $ | +711.359 $ | +34,6 % | |||
| Traynor Capital Management, Inc. | 2.892.496 $ | +711.379 $ | +32,6 % | 2.181.117 $ | -279.072 $ | -11,3 % | 2.460.189 $ | +94.360 $ | +4,0 % | |||
| AA Financial Advisors, LLC | 2.889.689 $ | +196.309 $ | +7,3 % | 2.693.380 $ | +592.702 $ | +28,2 % | 2.100.678 $ | -132.331 $ | -5,9 % | 2.233.009 $ | +1.038.543 $ | +86,9 % |
| Comprehensive Financial Planning, Inc./PA | 2.880.319 $ | +370.260 $ | +14,8 % | 2.510.059 $ | -148.702 $ | -5,6 % | 2.658.761 $ | +86.370 $ | +3,4 % | |||
| Carl P. Sherr & Co., LLC | 2.876.899 $ | +410.683 $ | +16,7 % | 2.466.216 $ | -23.418 $ | -0,9 % | 2.489.634 $ | +22.601 $ | +0,9 % | |||
| Clarity Wealth Advisors, LLC | 1.489.154 $ | -350.882 $ | -19,1 % | 1.840.036 $ | -430.961 $ | -19,0 % | 2.270.997 $ | -602.776 $ | -21,0 % | 2.873.773 $ | -429.445 $ | -13,0 % |
| Cornerstone Financial Group, LLC /NE/ | 2.872.332 $ | +171.818 $ | +6,4 % | 2.700.514 $ | +35.348 $ | +1,3 % | 2.665.166 $ | +64.222 $ | +2,5 % | |||
| Gallacher Capital Management LLC | 2.870.991 $ | +568.700 $ | +24,7 % | 2.302.291 $ | -6.675 $ | -0,3 % | 2.308.966 $ | +178.005 $ | +8,4 % | |||
| FELL CAPITAL MANAGEMENT /ADV | 2.436.959 $ | -418.636 $ | -14,7 % | 2.855.595 $ | +265.312 $ | +10,2 % | 2.590.283 $ | +162.986 $ | +6,7 % | 2.427.297 $ | ||
| SIGNATUREFD, LLC | 2.847.530 $ | +495.380 $ | +21,1 % | 2.352.150 $ | -71.740 $ | -3,0 % | 2.423.890 $ | +183.449 $ | +8,2 % | |||
| Blueprint Investment Partners LLC | 2.817.039 $ | -28.815 $ | -1,0 % | 2.845.854 $ | +232.648 $ | +8,9 % | 2.613.206 $ | -67.677 $ | -2,5 % | |||
| Blueprint Financial Advisors LLC | 2.804.503 $ | -28.743 $ | -1,0 % | 2.833.246 $ | +231.738 $ | +8,9 % | 2.601.508 $ | -67.488 $ | -2,5 % | |||
| Graves Light Lenhart Wealth, Inc. | 2.392.859 $ | -434.649 $ | -15,4 % | 2.827.508 $ | +236.464 $ | +9,1 % | 2.591.044 $ | +85.035 $ | +3,4 % | 2.506.009 $ | +71.686 $ | +2,9 % |
| Affiance Financial, LLC | 2.823.608 $ | +140.436 $ | +5,2 % | 2.683.172 $ | +792.544 $ | +41,9 % | 1.890.628 $ | -151.842 $ | -7,4 % | 2.042.470 $ | +19.434 $ | +1,0 % |
| RICHARDSON FINANCIAL SERVICES INC. | 2.818.470 $ | +1.226.826 $ | +77,1 % | 1.591.644 $ | -128.924 $ | -7,5 % | 1.720.568 $ | +52.246 $ | +3,1 % | |||
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 2.817.074 $ | +72.835 $ | +2,7 % | 2.744.239 $ | +551.013 $ | +25,1 % | 2.193.226 $ | +1.306.750 $ | +147,4 % | 886.476 $ | ||
| Laurel Wealth Advisors LLC | 737.418 $ | -93.515 $ | -11,3 % | 830.933 $ | -1.986.121 $ | -70,5 % | 2.817.054 $ | +1.221.505 $ | +76,6 % | |||
| Blue Fin Capital, Inc. | 2.816.262 $ | +646.599 $ | +29,8 % | 2.169.663 $ | +13.370 $ | +0,6 % | 2.156.293 $ | +138.515 $ | +6,9 % | |||
| Buska Wealth Management, LLC | 1.135.672 $ | -614.966 $ | -35,1 % | 1.750.638 $ | -303.932 $ | -14,8 % | 2.054.570 $ | -759.137 $ | -27,0 % | 2.813.707 $ | -754.614 $ | -21,1 % |
| Marin Bay Wealth Advisors, LLC | 2.812.220 $ | +289.352 $ | +11,5 % | 2.522.868 $ | +1.774.325 $ | +237,0 % | 748.543 $ | |||||
| National Philanthropic Trust | 2.806.688 $ | +989.825 $ | +54,5 % | 1.816.863 $ | -195.730 $ | -9,7 % | 2.012.593 $ | +123.619 $ | +6,5 % | |||
| Passive Capital Management, LLC. | 2.783.729 $ | +170.677 $ | +6,5 % | 2.613.052 $ | -170.677 $ | -6,1 % | 2.783.729 $ | +175.693 $ | +6,7 % | |||
| GC Wealth Management RIA, LLC | 2.431.754 $ | -207.761 $ | -7,9 % | 2.639.515 $ | -141.204 $ | -5,1 % | 2.780.719 $ | +132.415 $ | +5,0 % | |||
| DOPKINS WEALTH MANAGEMENT, LLC | 2.676.175 $ | +456.298 $ | +20,6 % | 2.219.877 $ | -559.757 $ | -20,1 % | 2.779.634 $ | +28.272 $ | +1,0 % | |||
| First Affirmative Financial Network | 2.774.357 $ | +2.317.629 $ | +507,4 % | 456.728 $ | -43.480 $ | -8,7 % | ||||||
| DOLIVER ADVISORS, LP | 2.773.123 $ | +518.806 $ | +23,0 % | 2.254.317 $ | -177.791 $ | -7,3 % | 2.432.108 $ | +678.204 $ | +38,7 % | |||
| Citizens National Bank Trust Department | 2.770.543 $ | +537.720 $ | +24,1 % | 2.232.823 $ | -105.391 $ | -4,5 % | 2.338.214 $ | +7.684 $ | +0,3 % | |||
| TCI Wealth Advisors, Inc. | 2.766.491 $ | +282.292 $ | +11,4 % | 2.484.199 $ | +232.880 $ | +10,3 % | 2.251.319 $ | -15.148 $ | -0,7 % | |||
| Evelyn Partners Investment Management Services Ltd | 2.766.255 $ | +652.888 $ | +30,9 % | 2.113.367 $ | +367.516 $ | +21,1 % | ||||||
| Tidal Investments LLC | 2.764.857 $ | +770.305 $ | +38,6 % | 1.994.552 $ | -17.762.070 $ | -89,9 % | ||||||
| Fee-Only Financial Planning, L.C. | 2.762.987 $ | +45.203 $ | +1,7 % | 2.717.784 $ | +1.974 $ | +0,1 % | 2.715.810 $ | +43.938 $ | +1,6 % | |||
| Hikari Power Ltd | 251.000 $ | +22.000 $ | +9,6 % | 229.000 $ | -2.529.000 $ | -91,7 % | 2.758.000 $ | +271.000 $ | +10,9 % | |||
| NICOLET ADVISORY SERVICES, LLC | 2.749.912 $ | +79.343 $ | +3,0 % | |||||||||
| ARCADIA INVESTMENT ADVISORS LLC | 1.051.881 $ | -85.241 $ | -7,5 % | 1.137.122 $ | +97.250 $ | +9,4 % | 1.039.872 $ | -1.706.114 $ | -62,1 % | 2.745.986 $ | -7.607.517 $ | -73,5 % |
| Founders Financial Alliance, LLC | 2.744.358 $ | +320.724 $ | +13,2 % | 2.423.634 $ | +149.302 $ | +6,6 % | 2.274.332 $ | -50.731 $ | -2,2 % | |||
| Birch Hill Investment Advisors LLC | 2.737.704 $ | +206.635 $ | +8,2 % | 2.531.069 $ | +716.195 $ | +39,5 % | 1.814.874 $ | -39.641 $ | -2,1 % | 1.854.515 $ | +145.205 $ | +8,5 % |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 2.734.181 $ | +389.827 $ | +16,6 % | 2.344.354 $ | -124.852 $ | -5,1 % | 2.469.206 $ | +4.099 $ | +0,2 % | |||
| RiverFront Investment Group, LLC | 2.733.439 $ | +836.338 $ | +44,1 % | 1.897.101 $ | -164.638 $ | -8,0 % | 2.061.739 $ | +317.611 $ | +18,2 % | |||
| Rooted Wealth Advisors, Inc. | 2.729.813 $ | +661.707 $ | +32,0 % | 2.068.106 $ | -552.478 $ | -21,1 % | 2.620.584 $ | +974.741 $ | +59,2 % | |||
| Laurel Wealth Planning LLC | 2.719.810 $ | +275.234 $ | +11,3 % | 2.444.576 $ | -167.291 $ | -6,4 % | 2.611.867 $ | -204.975 $ | -7,3 % | |||
| HOLDERNESS INVESTMENTS CO | 2.715.181 $ | +332.332 $ | +13,9 % | 2.382.849 $ | +80.202 $ | +3,5 % | 2.302.647 $ | +110.156 $ | +5,0 % | |||
| Capital Wealth Alliance, LLC | 1.151.029 $ | -1.055.198 $ | -47,8 % | 2.206.227 $ | -505.315 $ | -18,6 % | 2.711.542 $ | +1.029.124 $ | +61,2 % | 1.682.418 $ | +63.206 $ | +3,9 % |
| Peachtree Investment Partners, LLC | 2.707.439 $ | +506.728 $ | +23,0 % | 2.200.711 $ | -207.131 $ | -8,6 % | 2.407.842 $ | -24.334 $ | -1,0 % | |||
| Westmount Partners, LLC | 2.704.966 $ | +361.789 $ | +15,4 % | 2.343.177 $ | -91.683 $ | -3,8 % | 2.434.860 $ | +440.957 $ | +22,1 % | |||
| Rockwood Wealth Management, LLC | 2.579.304 $ | +655.969 $ | +34,1 % | 1.923.335 $ | -778.696 $ | -28,8 % | 2.702.031 $ | +926.155 $ | +52,2 % | |||
| Terra Nova Asset Management LLC | 2.695.962 $ | +12.140 $ | +0,5 % | 2.683.822 $ | +307.465 $ | +12,9 % | 2.376.357 $ | -283.637 $ | -10,7 % | 2.659.994 $ | -152.752 $ | -5,4 % |
| Cornerstone Planning, LLC | 2.683.528 $ | +208.324 $ | +8,4 % | 2.475.204 $ | +1.674.576 $ | +209,2 % | 800.628 $ | |||||
| Anchor Bay Capital, Inc. | 2.673.890 $ | |||||||||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2.672.334 $ | +1.202.138 $ | +81,8 % | 1.470.196 $ | -335.188 $ | -18,6 % | 1.805.384 $ | +62.439 $ | +3,6 % | |||
| Southland Equity Partners LLC | 1.332.982 $ | -1.334.565 $ | -50,0 % | 2.667.547 $ | +1.748.650 $ | +190,3 % | 918.897 $ | -49.710 $ | -5,1 % | 968.607 $ | +49.505 $ | +5,4 % |
| MONOGRAPH WEALTH ADVISORS, LLC | 2.657.781 $ | +431.740 $ | +19,4 % | 2.226.041 $ | -130.411 $ | -5,5 % | 2.356.452 $ | +206.925 $ | +9,6 % | |||
| SMITH CHAS P & ASSOCIATES PA CPAS | 2.656.764 $ | +138.999 $ | +5,5 % | 2.517.765 $ | +857.155 $ | +51,6 % | 1.660.610 $ | -99.123 $ | -5,6 % | 1.759.733 $ | +388.526 $ | +28,3 % |
| Next Capital Management LLC | 2.651.432 $ | +716.654 $ | +37,0 % | 1.934.778 $ | -155.454 $ | -7,4 % | 2.090.232 $ | +33.266 $ | +1,6 % | |||
| Glen Eagle Advisors, LLC | 2.649.116 $ | +238.989 $ | +9,9 % | 2.410.127 $ | +42.413 $ | +1,8 % | 2.367.714 $ | -15.389 $ | -0,6 % | |||
| Farnam Financial LLC | 2.594.369 $ | -43.911 $ | -1,7 % | 2.638.280 $ | +244.049 $ | +10,2 % | 2.394.231 $ | -245.820 $ | -9,3 % | 2.640.051 $ | +44.833 $ | +1,7 % |
| RIK SAYLOR FINANCIAL, INC. | 2.639.539 $ | +430.210 $ | +19,5 % | 2.209.329 $ | -272.456 $ | -11,0 % | 2.481.785 $ | -13.246 $ | -0,5 % | |||
| MANNING & NAPIER ADVISORS LLC | 2.634.731 $ | +734.457 $ | +38,7 % | 1.900.274 $ | +123.320 $ | +6,9 % | 1.776.954 $ | +1.187.863 $ | +201,6 % | |||
| BURNEY CO/ | 2.621.613 $ | +1.425.103 $ | +119,1 % | 1.196.510 $ | +256.798 $ | +27,3 % | 939.712 $ | -77.788 $ | -7,6 % | 1.017.500 $ | -24.667 $ | -2,4 % |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 2.619.783 $ | +1.317.140 $ | +101,1 % | 1.302.643 $ | +115.439 $ | +9,7 % | 1.187.204 $ | |||||
| ELEVATUS WELATH MANAGEMENT | 2.614.114 $ | +242.681 $ | +10,2 % | 2.371.433 $ | +842.025 $ | +55,1 % | 1.529.408 $ | -204.234 $ | -11,8 % | 1.733.642 $ | +16.343 $ | +1,0 % |
| Artesa Financial Group, LLC | 2.604.594 $ | +189.373 $ | +7,8 % | 2.415.221 $ | -190.509 $ | -7,3 % | 2.605.730 $ | |||||
| Athena Investment Management | 2.097.972 $ | -506.861 $ | -19,5 % | 2.604.833 $ | +449.351 $ | +20,8 % | 2.155.482 $ | +136.602 $ | +6,8 % | |||
| Calamos Advisors LLC | 2.602.706 $ | |||||||||||
| Private Wealth Group, LLC | 2.595.344 $ | +54.171 $ | +2,1 % | 2.541.173 $ | +385.100 $ | +17,9 % | 2.156.073 $ | -97.938 $ | -4,3 % | 2.254.011 $ | +52.243 $ | +2,4 % |
| Patriot Financial Group Insurance Agency, LLC | 2.253.144 $ | +426.787 $ | +23,4 % | 1.826.357 $ | -768.475 $ | -29,6 % | 2.594.832 $ | +1.433.035 $ | +123,3 % | 1.161.797 $ | -61.846 $ | -5,1 % |
| Guidance Point Advisors, LLC | 2.326.839 $ | -266.381 $ | -10,3 % | 2.593.220 $ | +128.599 $ | +5,2 % | 2.464.621 $ | +147.249 $ | +6,4 % | 2.317.372 $ | +7.974 $ | +0,3 % |
| SUMMITRY LLC | 2.588.793 $ | |||||||||||
| OneAscent Wealth Management LLC | 2.573.034 $ | -12.187 $ | -0,5 % | 2.585.221 $ | +393.840 $ | +18,0 % | 2.191.381 $ | -21.703 $ | -1,0 % | |||
| V2 Financial group LLC | 2.583.773 $ | +196.803 $ | +8,2 % | 2.386.970 $ | +31.856 $ | +1,4 % | 2.355.114 $ | -46.076 $ | -1,9 % | |||
| Perennial Advisors, LLC | 2.583.322 $ | +763.547 $ | +42,0 % | 1.819.775 $ | +1.439.057 $ | +378,0 % | 380.718 $ | |||||
| United Advisor Group, LLC | 2.581.824 $ | +517.999 $ | +25,1 % | 2.063.825 $ | -181.520 $ | -8,1 % | 2.245.345 $ | -364.010 $ | -14,0 % | |||
| WT Wealth Management | 2.577.224 $ | +86.573 $ | +3,5 % | 2.490.651 $ | +944.035 $ | +61,0 % | 1.546.616 $ | |||||
| AVISO WEALTH MANAGEMENT | 2.572.947 $ | +528.578 $ | +25,9 % | 2.044.369 $ | -199.797 $ | -8,9 % | 2.244.166 $ | +87.486 $ | +4,1 % | |||
| Indie Asset Partners, LLC | 2.452.233 $ | -116.974 $ | -4,6 % | 2.569.207 $ | +438.067 $ | +20,6 % | 2.131.140 $ | -134.168 $ | -5,9 % | |||
| Sulzberger Capital Advisors, Inc. | 2.564.467 $ | +497.734 $ | +24,1 % | 2.066.733 $ | +445.490 $ | +27,5 % | 1.621.243 $ | +74.864 $ | +4,8 % | 1.546.379 $ | +206.481 $ | +15,4 % |
| Schrum Private Wealth Management LLC | 2.142.324 $ | -187.094 $ | -8,0 % | 2.329.418 $ | -233.992 $ | -9,1 % | 2.563.410 $ | -41.486 $ | -1,6 % | |||
| Aspen Investment Management Inc | 2.563.000 $ | +467.000 $ | +22,3 % | 2.096.000 $ | -162.000 $ | -7,2 % | 2.258.000 $ | +1.580.000 $ | +233,0 % | |||
| GENESIS PRIVATE WEALTH, LLC | 2.202.352 $ | -353.463 $ | -13,8 % | 2.555.815 $ | -225.117 $ | -8,1 % | ||||||
| Ameritas Investment Partners, Inc. | 2.553.407 $ | +334.390 $ | +15,1 % | 2.219.017 $ | +25.457 $ | +1,2 % | 2.193.560 $ | +130.502 $ | +6,3 % | |||
| Zullo Investment Group, Inc. | 2.545.041 $ | +310.973 $ | +13,9 % | 2.234.068 $ | +363.586 $ | +19,4 % | 1.870.482 $ | +10.153 $ | +0,5 % | 1.860.329 $ | +17.646 $ | +1,0 % |
| Bay Harbor Wealth Management, LLC | 2.538.279 $ | +553.033 $ | +27,9 % | 1.985.246 $ | -133.541 $ | -6,3 % | 2.118.787 $ | +29.525 $ | +1,4 % | |||
| SENTINEL PENSION ADVISORS, LLC | 2.534.504 $ | +519.458 $ | +25,8 % | 2.015.046 $ | +141.725 $ | +7,6 % | 1.873.321 $ | +94.313 $ | +5,3 % | |||
| HCR Wealth Advisors | 2.533.481 $ | +127.709 $ | +5,3 % | 2.405.772 $ | +504.499 $ | +26,5 % | 1.901.273 $ | -165.616 $ | -8,0 % | 2.066.889 $ | +48.588 $ | +2,4 % |
| Factor Wealth Management LTD | 2.532.507 $ | +546.161 $ | +27,5 % | 1.986.346 $ | -451.877 $ | -18,5 % | 2.438.223 $ | +305.296 $ | +14,3 % | 2.132.927 $ | +440.337 $ | +26,0 % |
| Spinnaker Investment Group, LLC | 2.529.267 $ | +321.885 $ | +14,6 % | 2.207.382 $ | +389.968 $ | +21,5 % | 1.817.414 $ | +619.920 $ | +51,8 % | 1.197.494 $ | +78.710 $ | +7,0 % |
| FIDUCIARY FINANCIAL ADVISORS | 2.525.787 $ | +2.247.259 $ | +806,8 % | 278.528 $ | ||||||||
| Balefire, LLC | 2.523.913 $ | +466.180 $ | +22,7 % | 2.057.733 $ | +540.977 $ | +35,7 % | 1.516.756 $ | +309.536 $ | +25,6 % | 1.207.220 $ | +24.206 $ | +2,0 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 1.671.942 $ | -844.432 $ | -33,6 % | 2.516.374 $ | +705.764 $ | +39,0 % | 1.810.610 $ | +467.835 $ | +34,8 % | |||
| COLDSTREAM CAPITAL MANAGEMENT INC | 2.219.975 $ | -179.720 $ | -7,5 % | 2.399.695 $ | -115.102 $ | -4,6 % | 2.514.797 $ | -597.167 $ | -19,2 % | |||
| Ancora Advisors LLC | 2.514.160 $ | +397.060 $ | +18,8 % | 2.117.100 $ | +261.121 $ | +14,1 % | 1.855.979 $ | -128.981 $ | -6,5 % | |||
| Kellett Wealth Advisors, LLC | 2.512.232 $ | +92.370 $ | +3,8 % | 2.419.862 $ | +520.907 $ | +27,4 % | 1.898.955 $ | -23.110 $ | -1,2 % | 1.922.065 $ | +116.190 $ | +6,4 % |
| Meridian Wealth Advisors, LLC | 2.501.695 $ | +898.102 $ | +56,0 % | 1.603.593 $ | -96.751 $ | -5,7 % | 1.700.344 $ | +144.128 $ | +9,3 % | |||
| McMill Wealth Management | 2.214.827 $ | -282.832 $ | -11,3 % | 2.497.659 $ | ||||||||
| Cherry Tree Wealth Management, LLC | 2.418.745 $ | -78.718 $ | -3,2 % | 2.497.463 $ | +337.985 $ | +15,7 % | 2.159.478 $ | -61.144 $ | -2,8 % | 2.220.622 $ | +19.777 $ | +0,9 % |
| Councilor Wealth, LLC | 2.495.030 $ | +110.154 $ | +4,6 % | 2.384.876 $ | +381.849 $ | +19,1 % | 2.003.027 $ | -105.298 $ | -5,0 % | 2.108.325 $ | -121.869 $ | -5,5 % |
| Level Financial Advisors | 2.493.628 $ | +261.566 $ | +11,7 % | 2.232.062 $ | -132.728 $ | -5,6 % | 2.364.790 $ | +9.000 $ | +0,4 % | 2.355.790 $ | +304.237 $ | +14,8 % |
| GenTrust, LLC | 2.134.332 $ | +474.107 $ | +28,6 % | 1.660.225 $ | -830.219 $ | -33,3 % | 2.490.444 $ | +41.567 $ | +1,7 % | |||
| MOSELEY INVESTMENT MANAGEMENT INC | 2.203.782 $ | -266.278 $ | -10,8 % | 2.470.060 $ | +16.234 $ | +0,7 % | ||||||
| Greenspring Advisors, LLC | 2.464.997 $ | +166.235 $ | +7,2 % | 2.298.762 $ | -163.764 $ | -6,7 % | 2.462.526 $ | +907.099 $ | +58,3 % | |||
| Innovative Asset Advisors Group, LLC | 2.457.113 $ | +581.413 $ | +31,0 % | 1.875.700 $ | ||||||||
| APPLETON PARTNERS INC/MA | 2.234.000 $ | +349.000 $ | +18,5 % | 1.885.000 $ | -572.000 $ | -23,3 % | 2.457.000 $ | -125.000 $ | -4,8 % | |||
| Advocate Investing Services LLC | 2.454.868 $ | +798.707 $ | +48,2 % | 1.656.161 $ | -97.708 $ | -5,6 % | 1.753.869 $ | |||||
| WOODMONT INVESTMENT COUNSEL LLC | 2.454.699 $ | +315.269 $ | +14,7 % | 2.139.430 $ | -127.080 $ | -5,6 % | 2.266.510 $ | +1.503.818 $ | +197,2 % | |||
| ASO GROUP Ltd | 2.454.000 $ | +219.000 $ | +9,8 % | 2.235.000 $ | -127.000 $ | -5,4 % | 2.362.000 $ | |||||
| Klaas Financial Asset Advisors, LLC | 2.415.016 $ | -38.335 $ | -1,6 % | 2.453.351 $ | +8.447 $ | +0,3 % | 2.444.904 $ | |||||
| Safe Harbor Family Capital, LLC | 2.448.402 $ | +663.932 $ | +37,2 % | 1.784.470 $ | +227.914 $ | +14,6 % | 1.556.556 $ | |||||
| Dana Investment Advisors, Inc. | 2.441.601 $ | +440.498 $ | +22,0 % | 2.001.103 $ | -254.808 $ | -11,3 % | 2.255.911 $ | +693.090 $ | +44,3 % | |||
| CHANNING GLOBAL ADVISORS, LLC | 2.440.969 $ | |||||||||||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 2.319.920 $ | -76.291 $ | -3,2 % | 2.396.211 $ | +107.837 $ | +4,7 % | 2.288.374 $ | -150.127 $ | -6,2 % | 2.438.501 $ | -415.030 $ | -14,5 % |
| WESTBOURNE INVESTMENTS, INC. | 2.438.164 $ | +401.830 $ | +19,7 % | 2.036.334 $ | -192.851 $ | -8,7 % | 2.229.185 $ | -83.423 $ | -3,6 % | |||
| JFS WEALTH ADVISORS, LLC | 2.437.713 $ | +358.673 $ | +17,3 % | 2.079.040 $ | -112.526 $ | -5,1 % | 2.191.566 $ | +87.794 $ | +4,2 % | |||
| Diversified Trust Co | 2.432.093 $ | +702.707 $ | +40,6 % | 1.729.386 $ | +371.308 $ | +27,3 % | 1.358.078 $ | +20.410 $ | +1,5 % | |||
| OXFORD FINANCIAL GROUP, LTD. LLC | 2.426.902 $ | +124.875 $ | +5,4 % | 2.302.027 $ | -63.623 $ | -2,7 % | 2.365.650 $ | +586.380 $ | +33,0 % | |||
| AIMZ Investment Advisors, LLC | 2.331.286 $ | +168.973 $ | +7,8 % | 2.162.313 $ | -263.359 $ | -10,9 % | 2.425.672 $ | +644.121 $ | +36,2 % | |||
| Revisor Wealth Management LLC | 2.416.647 $ | +112.522 $ | +4,9 % | 2.304.125 $ | +258.488 $ | +12,6 % | 2.045.637 $ | +104.526 $ | +5,4 % | 1.941.111 $ | +141.508 $ | +7,9 % |
| Secure Asset Management, LLC | 2.410.972 $ | +211.992 $ | +9,6 % | 2.198.980 $ | +611.902 $ | +38,6 % | 1.587.078 $ | -67.904 $ | -4,1 % | 1.654.982 $ | +67.547 $ | +4,3 % |
| Hoxton Planning & Management, LLC | 2.065.809 $ | +153.245 $ | +8,0 % | 1.912.564 $ | +288.581 $ | +17,8 % | 1.623.983 $ | -782.638 $ | -32,5 % | 2.406.621 $ | -137.837 $ | -5,4 % |
| Cape Investment Advisory, Inc. | 2.402.606 $ | +431.187 $ | +21,9 % | 1.971.419 $ | +296.070 $ | +17,7 % | 1.675.349 $ | -729.178 $ | -30,3 % | 2.404.527 $ | +1.109.645 $ | +85,7 % |
| CUTLER INVESTMENT COUNSEL LLC | 2.400.469 $ | +461.237 $ | +23,8 % | 1.939.232 $ | -106.793 $ | -5,2 % | 2.046.025 $ | +249.148 $ | +13,9 % | |||
| Financial Council, LLC | 2.399.877 $ | +444.006 $ | +22,7 % | 1.955.871 $ | -62.012 $ | -3,1 % | 2.017.883 $ | +6.995 $ | +0,3 % | |||
| Convergence Financial, LLC | 2.399.008 $ | +623.890 $ | +35,1 % | 1.775.118 $ | +820.078 $ | +85,9 % | 955.040 $ | +9.060 $ | +1,0 % | |||
| Warwick Investment Management, Inc. | 2.398.252 $ | +129.799 $ | +5,7 % | 2.268.453 $ | +528.438 $ | +30,4 % | 1.740.015 $ | -138.849 $ | -7,4 % | 1.878.864 $ | +151.392 $ | +8,8 % |
| Arjuna Capital | 2.395.923 $ | +434.033 $ | +22,1 % | 1.961.890 $ | -137.413 $ | -6,5 % | 2.099.303 $ | +153.496 $ | +7,9 % | |||
| SmartHarvest Portfolios, LLC | 2.393.548 $ | +552.912 $ | +30,0 % | 1.840.636 $ | +90.963 $ | +5,2 % | 1.749.673 $ | |||||
| Triad Wealth Partners, LLC | 2.388.695 $ | +688.955 $ | +40,5 % | 1.699.740 $ | +270.662 $ | +18,9 % | 1.429.078 $ | +579.407 $ | +68,2 % | |||
| Turtle Creek Wealth Advisors, LLC | 2.387.947 $ | +40.278 $ | +1,7 % | 2.347.669 $ | +319.522 $ | +15,8 % | 2.028.147 $ | -188.041 $ | -8,5 % | 2.216.188 $ | +47.879 $ | +2,2 % |
| Avalon Trust Co | 2.387.171 $ | +151.794 $ | +6,8 % | 2.235.377 $ | -24.895 $ | -1,1 % | 2.260.272 $ | +14.436 $ | +0,6 % | |||
| Rinkey Investments | 2.382.723 $ | +644.532 $ | +37,1 % | 1.738.191 $ | +368.926 $ | +26,9 % | 1.369.265 $ | -96.019 $ | -6,6 % | |||
| Sagace Wealth Management LLC | 2.362.028 $ | +98.938 $ | +4,4 % | 2.263.090 $ | +204.609 $ | +9,9 % | 2.058.481 $ | +31.391 $ | +1,5 % | |||
| Team Hewins, LLC | 2.312.726 $ | -23.020 $ | -1,0 % | 2.335.746 $ | -20.581 $ | -0,9 % | 2.356.327 $ | +71.950 $ | +3,1 % | |||
| SHP Wealth Management | 2.188.318 $ | +127.793 $ | +6,2 % | 2.060.525 $ | -285.764 $ | -12,2 % | 2.346.289 $ | |||||
| Tudor Financial Inc. | 2.182.026 $ | -162.920 $ | -6,9 % | 2.344.946 $ | +53.928 $ | +2,4 % | 2.291.018 $ | +413.542 $ | +22,0 % | |||
| WoodTrust Financial Corp | 2.335.000 $ | +202.000 $ | +9,5 % | 2.133.000 $ | +147.000 $ | +7,4 % | 1.986.000 $ | +82.000 $ | +4,3 % | 1.904.000 $ | +737.000 $ | +63,2 % |
| Per Stirling Capital Management, LLC. | 2.332.270 $ | +234.777 $ | +11,2 % | 2.097.493 $ | +887.338 $ | +73,3 % | 1.210.155 $ | +126.938 $ | +11,7 % | |||
| Financial & Tax Architects, LLC | 1.015.096 $ | -1.311.259 $ | -56,4 % | 2.326.355 $ | +694.858 $ | +42,6 % | 1.631.497 $ | +31.289 $ | +2,0 % | 1.600.208 $ | +56.588 $ | +3,7 % |
| UNIQUE WEALTH, LLC | 2.195.979 $ | -126.271 $ | -5,4 % | 2.322.250 $ | +236.369 $ | +11,3 % | 2.085.881 $ | -190.081 $ | -8,4 % | 2.275.962 $ | +494.916 $ | +27,8 % |
| May Hill Capital, LLC | 2.317.993 $ | +464.449 $ | +25,1 % | 1.853.544 $ | -237.235 $ | -11,3 % | 2.090.779 $ | +1.017.401 $ | +94,8 % | |||
| Pinion Investment Advisors, LLC | 1.815.154 $ | +350.542 $ | +23,9 % | 1.464.612 $ | -850.451 $ | -36,7 % | 2.315.063 $ | +44.118 $ | +1,9 % | |||
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2.307.752 $ | +1.307.708 $ | +130,8 % | |||||||||
| SECURITY NATIONAL BANK OF SO DAK | 2.305.182 $ | +624.375 $ | +37,1 % | 1.680.807 $ | -118.466 $ | -6,6 % | 1.799.273 $ | |||||
| Tranquility Partners, LLC | 2.272.657 $ | -7.530 $ | -0,3 % | 2.280.187 $ | -21.330 $ | -0,9 % | 2.301.517 $ | +284.008 $ | +14,1 % | 2.017.509 $ | -31.415 $ | -1,5 % |
| Goelzer Investment Management, Inc. | 2.045.915 $ | -254.554 $ | -11,1 % | 2.300.469 $ | +243.322 $ | +11,8 % | 2.057.147 $ | +92.453 $ | +4,7 % | 1.964.694 $ | -195.685 $ | -9,1 % |
| KMG FIDUCIARY PARTNERS, LLC | 2.297.194 $ | +45.664 $ | +2,0 % | 2.251.530 $ | +496.094 $ | +28,3 % | 1.755.436 $ | -140.849 $ | -7,4 % | 1.896.285 $ | -104.468 $ | -5,2 % |
| PATTEN & PATTEN INC/TN | 2.297.155 $ | +264.461 $ | +13,0 % | 2.032.694 $ | +19.147 $ | +1,0 % | 2.013.547 $ | +137.610 $ | +7,3 % | |||
| Keel Point, LLC | 2.293.442 $ | +518.889 $ | +29,2 % | 1.774.553 $ | -361.869 $ | -16,9 % | 2.136.422 $ | +43.237 $ | +2,1 % | |||
| Sandy Cove Advisors, LLC | 2.288.205 $ | +1.217.963 $ | +113,8 % | 1.070.242 $ | +27.323 $ | +2,6 % | 1.042.919 $ | -2.986 $ | -0,3 % | |||
| Versant Capital Management, Inc | 2.178.148 $ | +126.304 $ | +6,2 % | 2.051.844 $ | -236.156 $ | -10,3 % | 2.288.000 $ | +397.252 $ | +21,0 % | 1.890.748 $ | +17.147 $ | +0,9 % |
| Ranch Capital Advisors Inc. | 2.281.641 $ | +165.954 $ | +7,8 % | 2.115.687 $ | +251.474 $ | +13,5 % | 1.864.213 $ | +154.420 $ | +9,0 % | |||
| CCG WEALTH MANAGEMENT, LLC | 2.281.184 $ | +418.851 $ | +22,5 % | 1.862.333 $ | +394.979 $ | +26,9 % | 1.467.354 $ | +108.501 $ | +8,0 % | |||
| Archer Investment Management, LLC | 2.272.204 $ | +245.503 $ | +12,1 % | 2.026.701 $ | +1.064.545 $ | +110,6 % | 962.156 $ | +674.817 $ | +234,9 % | 287.339 $ | +9.027 $ | +3,2 % |
| Bluespring Wealth Management, LLC | 2.271.290 $ | +1.386.407 $ | +156,7 % | 884.883 $ | +15.152 $ | +1,7 % | 869.731 $ | +208.388 $ | +31,5 % | |||
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1.909.050 $ | -328.997 $ | -14,7 % | 2.238.047 $ | -23.186 $ | -1,0 % | 2.261.233 $ | +83.123 $ | +3,8 % | |||
| Regent Peak Wealth Advisors LLC | 2.260.175 $ | +96.026 $ | +4,4 % | 2.164.149 $ | +544.043 $ | +33,6 % | 1.620.106 $ | -147.508 $ | -8,3 % | 1.767.614 $ | -23.551 $ | -1,3 % |
| GILL CAPITAL PARTNERS, LLC | 2.060.988 $ | -187.605 $ | -8,3 % | 2.248.593 $ | +555.274 $ | +32,8 % | 1.693.319 $ | +148.070 $ | +9,6 % | 1.545.249 $ | +14.657 $ | +1,0 % |
| Noble Wealth Partners LLC | 2.245.951 $ | |||||||||||
| Gilliland Jeter Wealth Management LLC | 2.243.035 $ | +369.798 $ | +19,7 % | 1.873.237 $ | -229.186 $ | -10,9 % | 2.102.423 $ | +56.363 $ | +2,8 % | |||
| Coastal Bridge Advisors, LLC | 2.241.904 $ | +698.358 $ | +45,2 % | 1.543.546 $ | -139.680 $ | -8,3 % | 1.683.226 $ | +92.521 $ | +5,8 % | |||
| Welch Group, LLC | 2.240.295 $ | +302.051 $ | +15,6 % | 1.938.244 $ | -224.865 $ | -10,4 % | 2.163.109 $ | +255.970 $ | +13,4 % | |||
| Sollinda Capital Management LLC | 562.685 $ | +80.770 $ | +16,8 % | 481.915 $ | -1.750.910 $ | -78,4 % | 2.232.825 $ | +1.460.179 $ | +189,0 % | |||
| Capital Group Private Client Services, Inc. | 2.231.333 $ | +695.572 $ | +45,3 % | 1.535.761 $ | -170.475 $ | -10,0 % | 1.706.236 $ | +45.378 $ | +2,7 % | |||
| Sageworth Trust Co of South Dakota | 2.228.647 $ | +232.085 $ | +11,6 % | 1.996.562 $ | -76.131 $ | -3,7 % | 2.072.693 $ | +333.560 $ | +19,2 % | |||
| SHUTTLEWORTH & Co | 2.206.806 $ | -13.124 $ | -0,6 % | 2.219.930 $ | +404.773 $ | +22,3 % | 1.815.157 $ | +20.751 $ | +1,2 % | |||
| Global Financial Private Client, LLC | 2.103.782 $ | -100.470 $ | -4,6 % | 2.204.252 $ | +336.140 $ | +18,0 % | 1.868.112 $ | -351.325 $ | -15,8 % | 2.219.437 $ | -43.836 $ | -1,9 % |
| Vontobel Holding Ltd. | 1.265.987 $ | -373.095 $ | -22,8 % | 1.639.082 $ | -73.023 $ | -4,3 % | 1.712.105 $ | -502.658 $ | -22,7 % | 2.214.763 $ | +890.399 $ | +67,2 % |
| Advyzon Investment Management, LLC | 2.201.512 $ | +736.938 $ | +50,3 % | 1.464.574 $ | -642.834 $ | -30,5 % | 2.107.408 $ | +349.444 $ | +19,9 % | |||
| McNaughton Wealth Management, LLC | 2.200.867 $ | +40.897 $ | +1,9 % | 2.159.970 $ | +357.426 $ | +19,8 % | 1.802.544 $ | -195.343 $ | -9,8 % | 1.997.887 $ | +29.356 $ | +1,5 % |
| Clearwater Capital Advisors, LLC | 2.197.619 $ | +417.402 $ | +23,4 % | 1.780.217 $ | -162.518 $ | -8,4 % | 1.942.735 $ | +17.107 $ | +0,9 % | |||
| SAXON INTERESTS, INC. | 1.532.679 $ | -298.670 $ | -16,3 % | 1.831.349 $ | -363.507 $ | -16,6 % | 2.194.856 $ | +339.740 $ | +18,3 % | |||
| CASTLE WEALTH MANAGEMENT LLC | 2.188.953 $ | +527.247 $ | +31,7 % | 1.661.706 $ | -246.239 $ | -12,9 % | 1.907.945 $ | -12.782 $ | -0,7 % | |||
| Octavia Wealth Advisors, LLC | 2.187.900 $ | +519.185 $ | +31,1 % | 1.668.715 $ | +126.878 $ | +8,2 % | 1.541.837 $ | -179.078 $ | -10,4 % | |||
| Arrowroot Family Office, LLC | 1.567.347 $ | +129.849 $ | +9,0 % | 1.437.498 $ | -749.515 $ | -34,3 % | 2.187.013 $ | -12.364 $ | -0,6 % | |||
| Fortis Group Advisors, LLC | 627.106 $ | -1.556.634 $ | -71,3 % | 2.183.740 $ | +1.147.249 $ | +110,7 % | 1.036.491 $ | -68.730 $ | -6,2 % | |||
| Ervin Investment Management, LLC | 2.182.937 $ | +439.463 $ | +25,2 % | 1.743.474 $ | +44.856 $ | +2,6 % | 1.698.618 $ | +31.061 $ | +1,9 % | |||
| FineMark National Bank & Trust | 2.174.926 $ | +382 $ | +0,0 % | |||||||||
| Sankala Group LLC | 2.172.053 $ | +276.459 $ | +14,6 % | 1.895.594 $ | -65.984 $ | -3,4 % | 1.961.578 $ | |||||
| Financial Futures Ltd Liability Co. | 732.737 $ | -151.100 $ | -17,1 % | 883.837 $ | -554.150 $ | -38,5 % | 1.437.987 $ | -733.713 $ | -33,8 % | 2.171.700 $ | -160.697 $ | -6,9 % |
| VISTA INVESTMENT PARTNERS II, LLC | 474.701 $ | +232.437 $ | +95,9 % | 242.264 $ | -1.926.216 $ | -88,8 % | 2.168.480 $ | +1.953.897 $ | +910,6 % | 214.583 $ | -23.600 $ | -9,9 % |
| Ellevest, Inc. | 2.158.948 $ | +514.574 $ | +31,3 % | 1.644.374 $ | -250.858 $ | -13,2 % | 1.895.232 $ | +129.342 $ | +7,3 % | |||
| Mystic Asset Management, Inc. | 2.155.358 $ | +47.267 $ | +2,2 % | 2.108.091 $ | +291.945 $ | +16,1 % | 1.816.146 $ | -200.230 $ | -9,9 % | 2.016.376 $ | +84.619 $ | +4,4 % |
| Concord Asset Management, LLC/VA | 2.154.587 $ | +1.704.558 $ | +378,8 % | 450.029 $ | +3.791 $ | +0,8 % | 446.238 $ | +4.233 $ | +1,0 % | |||
| Dorato Capital Management | 2.079.603 $ | -72.408 $ | -3,4 % | 2.152.011 $ | +120.916 $ | +6,0 % | 2.031.095 $ | +12.718 $ | +0,6 % | 2.018.377 $ | ||
| Cambria Investment Management, L.P. | 2.149.998 $ | +1.318.316 $ | +158,5 % | 831.682 $ | -125.619 $ | -13,1 % | 957.301 $ | -72.507 $ | -7,0 % | |||
| Latitude Advisors, LLC | 2.144.776 $ | +499.364 $ | +30,3 % | 1.645.412 $ | -416.403 $ | -20,2 % | 2.061.815 $ | +29.733 $ | +1,5 % | |||
| Highland Financial Advisors, LLC | 1.952.786 $ | +454.961 $ | +30,4 % | 1.497.825 $ | -640.196 $ | -29,9 % | 2.138.021 $ | +86.986 $ | +4,2 % | 2.051.035 $ | +9.749 $ | +0,5 % |
| GREENLEAF TRUST | 2.136.928 $ | +529.520 $ | +32,9 % | 1.607.408 $ | -58.813 $ | -3,5 % | 1.666.221 $ | +299.141 $ | +21,9 % | |||
| FOREFRONT WEALTH MANAGEMENT INC. | 2.135.326 $ | +101.625 $ | +5,0 % | |||||||||
| MYECFO, LLC | 2.134.361 $ | +66.628 $ | +3,2 % | 2.067.733 $ | +178.956 $ | +9,5 % | 1.888.777 $ | +69.588 $ | +3,8 % | 1.819.189 $ | +50.492 $ | +2,9 % |
| Ascent Wealth Partners, LLC | 2.131.281 $ | +576.063 $ | +37,0 % | 1.555.218 $ | -133.249 $ | -7,9 % | 1.688.467 $ | +16.016 $ | +1,0 % | |||
| Independent Wealth Network Inc. | 2.127.115 $ | +182.548 $ | +9,4 % | 1.944.567 $ | +614.802 $ | +46,2 % | 1.329.765 $ | +133.719 $ | +11,2 % | 1.196.046 $ | +29.800 $ | +2,6 % |
| First Pacific Financial | 1.967.253 $ | -156.710 $ | -7,4 % | 2.123.963 $ | +1.670.004 $ | +367,9 % | 453.959 $ | -28.347 $ | -5,9 % | 482.306 $ | -46.868 $ | -8,9 % |
| Peak Retirement Planning, Inc. | 2.122.599 $ | +900.215 $ | +73,6 % | 1.222.384 $ | -217.457 $ | -15,1 % | 1.439.841 $ | +152.232 $ | +11,8 % | |||
| Sachetta, LLC | 2.043.992 $ | +330.012 $ | +19,3 % | 1.713.980 $ | -404.783 $ | -19,1 % | 2.118.763 $ | +246.115 $ | +13,1 % | |||
| EFG International AG | 2.114.461 $ | +993.372 $ | +88,6 % | 1.121.089 $ | -484.577 $ | -30,2 % | 1.605.666 $ | |||||
| Clark Asset Management, LLC | 2.096.230 $ | -16.313 $ | -0,8 % | 2.112.543 $ | +611.722 $ | +40,8 % | 1.500.821 $ | +18.242 $ | +1,2 % | 1.482.579 $ | +223.317 $ | +17,7 % |
| WJ Financial Advisors LLC | 2.111.918 $ | +473.950 $ | +28,9 % | 1.637.968 $ | -139.029 $ | -7,8 % | 1.776.997 $ | +16.961 $ | +1,0 % | |||
| TME FINANCIAL, INC. | 2.105.776 $ | +94.137 $ | +4,7 % | 2.011.639 $ | +388.932 $ | +24,0 % | 1.622.707 $ | -343.802 $ | -17,5 % | 1.966.509 $ | +281.120 $ | +16,7 % |
| Roble, Belko & Company, Inc | 2.103.000 $ | +259.000 $ | +14,0 % | 1.844.000 $ | +1.415.000 $ | +329,8 % | 429.000 $ | +10.000 $ | +2,4 % | |||
| Aventus Investment Advisors, Inc. | 2.100.706 $ | +89.234 $ | +4,4 % | 2.011.472 $ | +503.516 $ | +33,4 % | 1.507.956 $ | -127.067 $ | -7,8 % | 1.635.023 $ | -27.833 $ | -1,7 % |
| ROCKLAND TRUST CO | 2.100.267 $ | +104.215 $ | +5,2 % | 1.996.052 $ | +495.995 $ | +33,1 % | 1.500.057 $ | -117.100 $ | -7,2 % | 1.617.157 $ | +20.235 $ | +1,3 % |
| JTC Employer Solutions Trustee Ltd | 2.090.000 $ | +536.000 $ | +34,5 % | 1.554.000 $ | -127.000 $ | -7,6 % | 1.681.000 $ | +16.000 $ | +1,0 % | |||
| ZEVIN ASSET MANAGEMENT LLC | 2.087.825 $ | +230.100 $ | +12,4 % | 1.857.725 $ | +118.038 $ | +6,8 % | 1.739.687 $ | +385.687 $ | +28,5 % | |||
| Cadent Capital Advisors, LLC | 1.036.394 $ | -1.051.251 $ | -50,4 % | 2.087.645 $ | +550.967 $ | +35,9 % | 1.536.678 $ | -121.818 $ | -7,3 % | 1.658.496 $ | +19.520 $ | +1,2 % |
| Integrated Advisors Network LLC | 1.515.564 $ | -155.873 $ | -9,3 % | 1.671.437 $ | +674.579 $ | +67,7 % | 996.858 $ | -1.088.943 $ | -52,2 % | 2.085.801 $ | -79.459 $ | -3,7 % |
| Owen LaRue, LLC | 2.084.610 $ | +513.804 $ | +32,7 % | 1.570.806 $ | +227.240 $ | +16,9 % | 1.343.566 $ | +459.047 $ | +51,9 % | |||
| BOK Financial Private Wealth, Inc. | 2.083.570 $ | +541.969 $ | +35,2 % | 1.541.601 $ | +38.490 $ | +2,6 % | 1.503.111 $ | +718.330 $ | +91,5 % | |||
| Sidoxia Capital Management, LLC | 2.081.037 $ | +41.470 $ | +2,0 % | 2.039.567 $ | ||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 2.080.016 $ | +44.579 $ | +2,2 % | 2.035.437 $ | +292.026 $ | +16,8 % | 1.743.411 $ | -81.020 $ | -4,4 % | 1.824.431 $ | +47.682 $ | +2,7 % |
| Optas, LLC | 2.074.343 $ | +191.449 $ | +10,2 % | 1.882.894 $ | +6.598 $ | +0,4 % | 1.876.296 $ | +68.079 $ | +3,8 % | |||
| Chesley Taft & Associates LLC | 2.067.740 $ | +1.458.803 $ | +239,6 % | 608.937 $ | +269.886 $ | +79,6 % | 339.051 $ | +40.551 $ | +13,6 % | 298.500 $ | +29.295 $ | +10,9 % |
| Cornerstone National Bank & Trust Co | 1.774.928 $ | -59.260 $ | -3,2 % | 1.834.188 $ | -222.711 $ | -10,8 % | 2.056.899 $ | +776.576 $ | +60,7 % | 1.280.323 $ | ||
| Archer Investment Corp | 2.056.698 $ | +1.374.007 $ | +201,3 % | 682.691 $ | -50.292 $ | -6,9 % | 732.983 $ | -143.940 $ | -16,4 % | |||
| Riverpoint Wealth Management Holdings, LLC | 2.056.386 $ | +704.656 $ | +52,1 % | 1.351.730 $ | -317.483 $ | -19,0 % | 1.669.213 $ | +225.533 $ | +15,6 % | |||
| Cascades Capital Asset Management, LLC | 2.053.924 $ | +551.711 $ | +36,7 % | 1.502.213 $ | -93.355 $ | -5,9 % | 1.595.568 $ | +399.744 $ | +33,4 % | |||
| RM Financial Services, LLC | 2.053.354 $ | +649.541 $ | +46,3 % | 1.403.813 $ | +65.100 $ | +4,9 % | 1.338.713 $ | |||||
| Sterling Investment Counsel, LLC | 2.051.156 $ | +43.438 $ | +2,2 % | 2.007.718 $ | +336.596 $ | +20,1 % | 1.671.122 $ | +261.511 $ | +18,6 % | 1.409.611 $ | +599.010 $ | +73,9 % |
| PCA Investment Advisory Services Inc. | 2.050.490 $ | +101.221 $ | +5,2 % | 1.949.269 $ | ||||||||
| Maltin Wealth Management, Inc. | 1.923.064 $ | -126.510 $ | -6,2 % | 2.049.574 $ | +26.135 $ | +1,3 % | 2.023.439 $ | +139.936 $ | +7,4 % | 1.883.503 $ | +84.371 $ | +4,7 % |
| Clarius Group, LLC | 2.048.627 $ | -883.735 $ | -30,1 % | |||||||||
| TTP Investments, Inc. | 2.047.331 $ | -11.434 $ | -0,6 % | |||||||||
| RFP Financial Group LLC | 2.040.480 $ | +145.150 $ | +7,7 % | 1.895.330 $ | +830.755 $ | +78,0 % | 1.064.575 $ | -2.167.468 $ | -67,1 % | |||
| Allied Private Wealth LLC | 2.039.951 $ | |||||||||||
| WEALTHCARE CAPITAL MANAGEMENT LLC | 2.012.524 $ | -26.657 $ | -1,3 % | 2.039.181 $ | +225.623 $ | +12,4 % | 1.813.558 $ | +33.922 $ | +1,9 % | 1.779.636 $ | +467.010 $ | +35,6 % |
| Sherry Group, Inc. | 2.038.720 $ | +187.575 $ | +10,1 % | 1.851.145 $ | +284.950 $ | +18,2 % | 1.566.195 $ | +26.465 $ | +1,7 % | 1.539.730 $ | ||
| Hudock, Inc. | 2.033.633 $ | +4.320 $ | +0,2 % | 2.029.313 $ | +345.691 $ | +20,5 % | 1.683.622 $ | -13.597 $ | -0,8 % | 1.697.219 $ | -231 $ | -0,0 % |
| Weil Company, Inc. | 2.031.349 $ | +299.719 $ | +17,3 % | 1.731.630 $ | +188.515 $ | +12,2 % | 1.543.115 $ | -119.094 $ | -7,2 % | 1.662.209 $ | -4.565 $ | -0,3 % |
| Noble Family Wealth, LLC | 1.518.265 $ | -511.841 $ | -25,2 % | 2.030.106 $ | +486.704 $ | +31,5 % | 1.543.402 $ | -134.942 $ | -8,0 % | |||
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 2.029.928 $ | +548.668 $ | +37,0 % | 1.481.260 $ | -330.740 $ | -18,3 % | 1.812.000 $ | -71.747 $ | -3,8 % | |||
| Rossmore Private Capital | 2.029.162 $ | +233.211 $ | +13,0 % | 1.795.951 $ | +525.912 $ | +41,4 % | 1.270.039 $ | -199.196 $ | -13,6 % | |||
| FIRST AMERICAN TRUST, FSB | 2.028.130 $ | +796.681 $ | +64,7 % | 1.231.449 $ | -372.970 $ | -23,2 % | 1.604.419 $ | +939.918 $ | +141,4 % | |||
| BAMCO INC /NY/ | 2.021.638 $ | |||||||||||
| Medallion Wealth Advisors, LLC | 1.376.726 $ | -624.777 $ | -31,2 % | 2.001.503 $ | -16.196 $ | -0,8 % | 2.017.699 $ | +167.367 $ | +9,0 % | |||
| BLUEDOOR PRIVATE WEALTH, LLC | 2.015.727 $ | +512.436 $ | +34,1 % | 1.503.291 $ | -131.347 $ | -8,0 % | 1.634.638 $ | |||||
| Austin Wealth Management, LLC | 2.013.586 $ | +1.217 $ | +0,1 % | |||||||||
| Townsend Financial Planning, LLC | 2.012.695 $ | +159.600 $ | +8,6 % | 1.853.095 $ | -88.795 $ | -4,6 % | 1.941.890 $ | |||||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 2.011.871 $ | +753.914 $ | +59,9 % | 1.257.957 $ | +168.855 $ | +15,5 % | 1.089.102 $ | +216.011 $ | +24,7 % | |||
| STOCK YARDS BANK & TRUST CO | 2.011.760 $ | +437.705 $ | +27,8 % | 1.574.055 $ | +201.423 $ | +14,7 % | 1.372.632 $ | -166.921 $ | -10,8 % | |||
| WILLNER & HELLER, LLC | 2.005.713 $ | +337.598 $ | +20,2 % | 1.668.115 $ | -210.649 $ | -11,2 % | 1.878.764 $ | +129.901 $ | +7,4 % | |||
| McLean Asset Management Corp | 2.004.582 $ | +591.215 $ | +41,8 % | 1.413.367 $ | +49.095 $ | +3,6 % | 1.364.272 $ | +25.984 $ | +1,9 % | |||
| Wealth Analytics Partners, LLC | 1.945.071 $ | -53.746 $ | -2,7 % | 1.998.817 $ | +312.001 $ | +18,5 % | 1.686.816 $ | -137.096 $ | -7,5 % | 1.823.912 $ | ||
| Bay Capital Advisors, LLC | 1.741.434 $ | -11.671 $ | -0,7 % | 1.753.105 $ | +202.195 $ | +13,0 % | 1.550.910 $ | -445.720 $ | -22,3 % | 1.996.630 $ | +26.975 $ | +1,4 % |
| RIVERSEDGE ADVISORS, LLC | 1.995.789 $ | +83.119 $ | +4,3 % | 1.912.670 $ | +516.777 $ | +37,0 % | 1.395.893 $ | -112.133 $ | -7,4 % | 1.508.026 $ | -6.580 $ | -0,4 % |
| Strategic Wealth Investment Group, LLC | 1.992.732 $ | +50.380 $ | +2,6 % | 1.942.352 $ | +74.605 $ | +4,0 % | 1.867.747 $ | -1.227.441 $ | -39,7 % | |||
| Buck Wealth Strategies, LLC | 1.990.298 $ | |||||||||||
| Strategies Wealth Advisors, LLC | 1.989.776 $ | +392.408 $ | +24,6 % | 1.597.368 $ | -148.634 $ | -8,5 % | 1.746.002 $ | -24.109 $ | -1,4 % | |||
| TRUST CO OF TOLEDO NA /OH/ | 1.497.539 $ | -491.559 $ | -24,7 % | 1.989.098 $ | +916.426 $ | +85,4 % | 1.072.672 $ | -86.597 $ | -7,5 % | 1.159.269 $ | +14.429 $ | +1,3 % |
| Forum Financial Management, LP | 1.985.997 $ | +606.053 $ | +43,9 % | 1.379.944 $ | +96.331 $ | +7,5 % | 1.283.613 $ | +335.357 $ | +35,4 % | 948.256 $ | +300.181 $ | +46,3 % |
| Advisory Advocates, LLC | 1.985.710 $ | +547.700 $ | +38,1 % | 1.438.010 $ | -129.106 $ | -8,2 % | 1.567.116 $ | |||||
| Beta Wealth Group, Inc. | 1.983.741 $ | +262.388 $ | +15,2 % | 1.721.353 $ | -59.903 $ | -3,4 % | 1.781.256 $ | +26.747 $ | +1,5 % | |||
| ANB BANK | 1.967.765 $ | -13.741 $ | -0,7 % | 1.981.506 $ | +273.300 $ | +16,0 % | 1.708.206 $ | -173.953 $ | -9,2 % | 1.882.159 $ | -98.689 $ | -5,0 % |
| Mission Creek Capital Partners, Inc. | 1.981.412 $ | +478.102 $ | +31,8 % | 1.503.310 $ | -158.899 $ | -9,6 % | 1.662.209 $ | +8.766 $ | +0,5 % | |||
| Hilton Head Capital Partners, LLC | 1.979.553 $ | +146.078 $ | +8,0 % | 1.833.475 $ | +6.418 $ | +0,4 % | 1.827.057 $ | |||||
| LongView Wealth Management | 1.866.585 $ | +182.773 $ | +10,9 % | 1.683.812 $ | -294.120 $ | -14,9 % | 1.977.932 $ | +122.548 $ | +6,6 % | 1.855.384 $ | -363.006 $ | -16,4 % |
| W1M Asset Management Ltd | 697.434 $ | -542.202 $ | -43,7 % | 1.239.636 $ | -737.694 $ | -37,3 % | 1.977.330 $ | |||||
| TAGStone Capital, Inc. | 1.976.354 $ | +523.029 $ | +36,0 % | 1.453.325 $ | -106.778 $ | -6,8 % | 1.560.103 $ | +26.100 $ | +1,7 % | |||
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1.974.556 $ | +644.062 $ | +48,4 % | 1.330.494 $ | -311.738 $ | -19,0 % | 1.642.232 $ | -30.819 $ | -1,8 % | |||
| Aspen Grove Capital, LLC | 1.007.931 $ | -965.723 $ | -48,9 % | 1.973.654 $ | +43.039 $ | +2,2 % | ||||||
| Legacy Advisors, LLC | 1.593.976 $ | -243.719 $ | -13,3 % | 1.837.695 $ | +52.717 $ | +3,0 % | 1.784.978 $ | -179.754 $ | -9,1 % | 1.964.732 $ | +246.752 $ | +14,4 % |
| Main Street Group, LTD | 1.961.828 $ | +417.807 $ | +27,1 % | 1.544.021 $ | +209.670 $ | +15,7 % | 1.334.351 $ | -193.069 $ | -12,6 % | |||
| Sunrise Financial Services, LLC | 1.958.354 $ | +92.326 $ | +4,9 % | 1.866.028 $ | +440.011 $ | +30,9 % | 1.426.017 $ | -226.445 $ | -13,7 % | 1.652.462 $ | ||
| MFA WEALTH ADVISORS, LLC | 1.873.753 $ | -81.703 $ | -4,2 % | 1.955.456 $ | +479.707 $ | +32,5 % | 1.475.749 $ | -199.943 $ | -11,9 % | 1.675.692 $ | +26.483 $ | +1,6 % |
| ASHTON THOMAS SECURITIES, LLC | 1.947.600 $ | +472.036 $ | +32,0 % | 1.475.564 $ | -61.626 $ | -4,0 % | 1.537.190 $ | -1.663.313 $ | -52,0 % | |||
| Colonial Trust Co / SC | 695.595 $ | -1.251.007 $ | -64,3 % | 1.946.602 $ | +95.940 $ | +5,2 % | 1.850.662 $ | +163.310 $ | +9,7 % | |||
| Squire Investment Management Company, LLC | 1.940.425 $ | +415.855 $ | +27,3 % | 1.524.570 $ | -163.015 $ | -9,7 % | 1.687.585 $ | +30.967 $ | +1,9 % | |||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1.938.030 $ | +26.465 $ | +1,4 % | 1.911.565 $ | +445.348 $ | +30,4 % | 1.466.217 $ | -116.790 $ | -7,4 % | 1.583.007 $ | +20.735 $ | +1,3 % |
| Walkner Condon Financial Advisors LLC | 1.936.438 $ | +317.794 $ | +19,6 % | 1.618.644 $ | +95.439 $ | +6,3 % | 1.523.205 $ | +93.975 $ | +6,6 % | |||
| Red Mountain Financial, LLC | 1.934.717 $ | +447.414 $ | +30,1 % | 1.487.303 $ | -57.432 $ | -3,7 % | 1.544.735 $ | +175.152 $ | +12,8 % | |||
| Moors & Cabot, Inc. | 1.932.607 $ | +494.919 $ | +34,4 % | 1.437.688 $ | -120.575 $ | -7,7 % | 1.558.263 $ | +41.626 $ | +2,7 % | |||
| Burkett Asset Management Ltd | 1.931.303 $ | +46.883 $ | +2,5 % | 1.884.420 $ | +284.572 $ | +17,8 % | 1.599.848 $ | -123.832 $ | -7,2 % | 1.723.680 $ | ||
| Old Peak Finance LLC | 1.925.781 $ | +337.659 $ | +21,3 % | 1.588.122 $ | +10.979 $ | +0,7 % | 1.577.143 $ | |||||
| Bull Harbor Capital LLC | 1.912.206 $ | |||||||||||
| PARTNERS WEALTH MANAGEMENT, LLC | 1.653.194 $ | -252.149 $ | -13,2 % | 1.905.343 $ | +513.297 $ | +36,9 % | 1.392.046 $ | -9.279 $ | -0,7 % | |||
| Brickley Wealth Management | 1.902.285 $ | +232.817 $ | +13,9 % | 1.669.468 $ | -173.923 $ | -9,4 % | 1.843.391 $ | -45.482 $ | -2,4 % | |||
| INSPIRION WEALTH ADVISORS, LLC | 1.900.444 $ | +201.477 $ | +11,9 % | 1.698.967 $ | +595.563 $ | +54,0 % | 1.103.404 $ | +91.552 $ | +9,0 % | 1.011.852 $ | +457.560 $ | +82,5 % |
| Pine Harbor Wealth Management, LLC | 1.898.502 $ | +245.388 $ | +14,8 % | 1.653.114 $ | -110.928 $ | -6,3 % | 1.764.042 $ | +39.563 $ | +2,3 % | |||
| Synergy Investment Management, LLC | 1.892.499 $ | +302.227 $ | +19,0 % | 1.590.272 $ | +25.873 $ | +1,7 % | 1.564.399 $ | -3.291 $ | -0,2 % | |||
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 1.883.710 $ | +202.061 $ | +12,0 % | 1.681.649 $ | +89.931 $ | +5,6 % | 1.591.718 $ | +40.291 $ | +2,6 % | |||
| LAKE STREET PRIVATE WEALTH, LLC | 1.629.765 $ | -253.370 $ | -13,5 % | 1.883.135 $ | +830.052 $ | +78,8 % | 1.053.083 $ | -110.044 $ | -9,5 % | 1.163.127 $ | +8.251 $ | +0,7 % |
| Solutions 4 Wealth, Ltd | 1.811.939 $ | +168.934 $ | +10,3 % | 1.643.005 $ | -239.666 $ | -12,7 % | 1.882.671 $ | +110.799 $ | +6,3 % | |||
| Madson Wealth Advisors Inc | 1.871.888 $ | +526.715 $ | +39,2 % | 1.345.173 $ | +1.024.718 $ | +319,8 % | 320.455 $ | |||||
| BEACON FINANCIAL PLANNING, INC | 1.864.515 $ | +253.502 $ | +15,7 % | 1.611.013 $ | +132.992 $ | +9,0 % | 1.478.021 $ | +34.299 $ | +2,4 % | |||
| Atala Financial Inc | 1.863.731 $ | +277.247 $ | +17,5 % | 1.586.484 $ | +290.241 $ | +22,4 % | 1.296.243 $ | -49.141 $ | -3,7 % | 1.345.384 $ | +190.640 $ | +16,5 % |
| BANK HAPOALIM BM | 1.529.000 $ | -73.000 $ | -4,6 % | 1.602.000 $ | -256.000 $ | -13,8 % | 1.858.000 $ | +421.000 $ | +29,3 % | |||
| Leonard Rickey Investment Advisors P.L.L.C. | 1.855.910 $ | +287.687 $ | +18,3 % | 1.568.223 $ | -92.878 $ | -5,6 % | 1.661.101 $ | -182.030 $ | -9,9 % | |||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1.855.646 $ | +1.652.510 $ | +813,5 % | 203.136 $ | -114.558 $ | -36,1 % | ||||||
| VERUS CAPITAL PARTNERS, LLC | 1.124.927 $ | +119.863 $ | +11,9 % | 1.005.064 $ | -850.059 $ | -45,8 % | 1.855.123 $ | +1.172.622 $ | +171,8 % | |||
| THOMPSON DAVIS & CO., INC. | 1.852.513 $ | +262.512 $ | +16,5 % | 1.590.001 $ | -54.160 $ | -3,3 % | 1.644.161 $ | +41.253 $ | +2,6 % | |||
| Intrinsic Edge Capital Management LLC | 1.850.400 $ | -43.700 $ | -2,3 % | |||||||||
| Murphy, Middleton, Hinkle & Parker, Inc. | 211.126 $ | +10.332 $ | +5,1 % | 200.794 $ | -1.649.245 $ | -89,1 % | 1.850.039 $ | |||||
| Unique Wealth Strategies, LLC | 1.849.940 $ | +0 $ | +0,0 % | 1.849.940 $ | +521.476 $ | +39,3 % | 1.328.464 $ | -137.642 $ | -9,4 % | 1.466.106 $ | -51.796 $ | -3,4 % |
| HARBOUR INVESTMENT MANAGEMENT LLC | 1.623.023 $ | +114.348 $ | +7,6 % | 1.508.675 $ | -340.562 $ | -18,4 % | 1.849.237 $ | -344.177 $ | -15,7 % | |||
| LifeSteps Financial, Inc. | 1.529.171 $ | -318.639 $ | -17,2 % | 1.847.810 $ | +340.548 $ | +22,6 % | 1.507.262 $ | -261.514 $ | -14,8 % | 1.768.776 $ | +40.925 $ | +2,4 % |
| COLLECTIVE FAMILY OFFICE LLC | 1.843.050 $ | +82.951 $ | +4,7 % | 1.760.099 $ | +70.099 $ | +4,1 % | 1.690.000 $ | +20.033 $ | +1,2 % | 1.669.967 $ | -123.032 $ | -6,9 % |
| RASP WEALTH SOLUTIONS, LLC | 1.834.957 $ | |||||||||||
| Financial Alternatives, Inc | 1.832.691 $ | +265.703 $ | +17,0 % | 1.566.988 $ | -74.905 $ | -4,6 % | 1.641.893 $ | +41.513 $ | +2,6 % | |||
| Lighthouse Investment Partners, LLC | 1.830.240 $ | |||||||||||
| Prestige Wealth Management Group LLC | 1.829.372 $ | +242.369 $ | +15,3 % | 1.587.003 $ | -228.011 $ | -12,6 % | 1.815.014 $ | +44.237 $ | +2,5 % | |||
| Maia Wealth LLC | 1.657.686 $ | -166.698 $ | -9,1 % | 1.824.384 $ | +573.323 $ | +45,8 % | 1.251.061 $ | -76.220 $ | -5,7 % | 1.327.281 $ | -178.003 $ | -11,8 % |
| Winch Advisory Services, LLC | 1.824.143 $ | +184.975 $ | +11,3 % | 1.639.168 $ | -46.048 $ | -2,7 % | 1.685.216 $ | +68.904 $ | +4,3 % | |||
| OAK FAMILY ADVISORS, LLC | 1.822.292 $ | +685.332 $ | +60,3 % | |||||||||
| Wagner Wealth Management, LLC | 1.821.309 $ | +55.988 $ | +3,2 % | 1.765.321 $ | +248.862 $ | +16,4 % | 1.516.459 $ | -65.961 $ | -4,2 % | 1.582.420 $ | +39.093 $ | +2,5 % |
| GRANDFIELD & DODD, LLC | 1.820.970 $ | +162.480 $ | +9,8 % | 1.658.490 $ | -8.495 $ | -0,5 % | 1.666.985 $ | +876.503 $ | +110,9 % | |||
| Vermillion & White Wealth Management Group, LLC | 1.818.961 $ | +274.687 $ | +17,8 % | 1.544.274 $ | -189.356 $ | -10,9 % | 1.733.630 $ | +807 $ | +0,0 % | |||
| Lloyd Advisory Services, LLC. | 1.813.868 $ | +1.436.171 $ | +380,2 % | 377.697 $ | +125.363 $ | +49,7 % | 252.334 $ | |||||
| Telos Capital Management, Inc. | 1.811.963 $ | +514.669 $ | +39,7 % | 1.297.294 $ | -212.148 $ | -14,1 % | 1.509.442 $ | +304.166 $ | +25,2 % | |||
| First International Bank of Israel Ltd. | 1.347.616 $ | -313.213 $ | -18,9 % | 1.660.829 $ | -149.168 $ | -8,2 % | 1.809.997 $ | +64.299 $ | +3,7 % | |||
| GARRISON POINT ADVISORS, LLC | 1.806.324 $ | +424.061 $ | +30,7 % | 1.382.263 $ | -118.402 $ | -7,9 % | 1.500.665 $ | +169.741 $ | +12,8 % | |||
| NOESIS CAPITAL MANGEMENT CORP | 1.805.237 $ | +566.028 $ | +45,7 % | 1.239.209 $ | -83.417 $ | -6,3 % | 1.322.626 $ | +51.579 $ | +4,1 % | |||
| Napier Financial, LLC | 1.802.721 $ | +354.556 $ | +24,5 % | 1.448.165 $ | -140.038 $ | -8,8 % | 1.588.203 $ | |||||
| Verdence Capital Advisors LLC | 1.800.189 $ | +399.003 $ | +28,5 % | 1.401.186 $ | +238.187 $ | +20,5 % | 1.162.999 $ | -15.649 $ | -1,3 % | |||
| ECLECTIC ASSOCIATES INC /ADV | 660.555 $ | -598.282 $ | -47,5 % | 1.258.837 $ | -83.489 $ | -6,2 % | 1.342.326 $ | -456.625 $ | -25,4 % | 1.798.951 $ | -3.550.754 $ | -66,4 % |
| Arbor Investment Advisors, LLC | 1.798.728 $ | +279.738 $ | +18,4 % | 1.518.990 $ | -67.722 $ | -4,3 % | 1.586.712 $ | +39.768 $ | +2,6 % | |||
| First National Advisers, LLC | 1.797.127 $ | +281.058 $ | +18,5 % | 1.516.069 $ | -3.137 $ | -0,2 % | 1.519.206 $ | -305.566 $ | -16,7 % | |||
| Wood Tarver Financial Group, LLC | 1.601.000 $ | -196.000 $ | -10,9 % | 1.797.000 $ | +69.000 $ | +4,0 % | 1.728.000 $ | -71.000 $ | -3,9 % | |||
| VALLEY WEALTH MANAGERS, INC. | 1.795.788 $ | +246.323 $ | +15,9 % | 1.549.465 $ | +413.095 $ | +36,4 % | 1.136.370 $ | -236.194 $ | -17,2 % | 1.372.564 $ | -95.807 $ | -6,5 % |
| CURIO WEALTH, LLC | 1.590.262 $ | -49.873 $ | -3,0 % | 1.640.135 $ | -153.832 $ | -8,6 % | 1.793.967 $ | +134.605 $ | +8,1 % | |||
| GPS Wealth Strategies Group, LLC | 1.792.371 $ | -35.989.673 $ | -95,3 % | |||||||||
| RAM Investment Partners, LLC | 1.791.842 $ | +63.198 $ | +3,7 % | 1.728.644 $ | +328.327 $ | +23,4 % | 1.400.317 $ | -261.654 $ | -15,7 % | 1.661.971 $ | +22.463 $ | +1,4 % |
| Corsicana & Co. | 1.791.673 $ | +402.001 $ | +28,9 % | 1.389.672 $ | -388.820 $ | -21,9 % | 1.778.492 $ | +20.401 $ | +1,2 % | |||
| Marble Harbor Investment Counsel, LLC | 1.785.908 $ | +312.968 $ | +21,2 % | 1.472.940 $ | -138.714 $ | -8,6 % | 1.611.654 $ | +22.027 $ | +1,4 % | |||
| Mason Investment Advisory Services, Inc. | 1.631.654 $ | -153.863 $ | -8,6 % | 1.785.517 $ | +381.217 $ | +27,1 % | 1.404.300 $ | +9.361 $ | +0,7 % | |||
| EASTERN BANK | 1.783.709 $ | +150.216 $ | +9,2 % | 1.633.493 $ | +343.405 $ | +26,6 % | 1.290.088 $ | -220.631 $ | -14,6 % | 1.510.719 $ | +269.561 $ | +21,7 % |
| M.E. ALLISON & CO., INC. | 1.642.339 $ | -139.867 $ | -7,8 % | 1.782.206 $ | +527.011 $ | +42,0 % | 1.255.195 $ | -306.620 $ | -19,6 % | 1.561.815 $ | +20.315 $ | +1,3 % |
| Meridian Financial Partners LLC | 1.781.676 $ | +148.675 $ | +9,1 % | 1.633.001 $ | +6.181 $ | +0,4 % | 1.626.820 $ | +54.183 $ | +3,4 % | |||
| VISTA CAPITAL PARTNERS, INC. | 1.781.344 $ | +184.778 $ | +11,6 % | 1.596.566 $ | -21.258 $ | -1,3 % | 1.617.824 $ | +10.244 $ | +0,6 % | |||
| Laird Norton Wetherby Trust Company, LLC | 1.119.769 $ | +250.782 $ | +28,9 % | 868.987 $ | -912.264 $ | -51,2 % | 1.781.251 $ | |||||
| FULTON BANK, N.A. | 1.417.343 $ | -134.032 $ | -8,6 % | 1.551.375 $ | +85.294 $ | +5,8 % | 1.466.081 $ | -312.638 $ | -17,6 % | 1.778.719 $ | +1.117.221 $ | +168,9 % |
| ARWA LLC | 1.386.708 $ | -123.656 $ | -8,2 % | 1.510.364 $ | -264.415 $ | -14,9 % | 1.774.779 $ | |||||
| Werba Rubin Papier Wealth Management | 1.774.066 $ | +345.833 $ | +24,2 % | 1.428.233 $ | -299.375 $ | -17,3 % | 1.727.608 $ | +114.570 $ | +7,1 % | |||
| ATX Financial Planning, LLC | 1.769.927 $ | +53.992 $ | +3,1 % | 1.715.935 $ | +343.273 $ | +25,0 % | 1.372.662 $ | -51.910 $ | -3,6 % | 1.424.572 $ | ||
| Wescott Financial Advisory Group, LLC | 1.768.091 $ | +302.068 $ | +20,6 % | 1.466.023 $ | +118.335 $ | +8,8 % | 1.347.688 $ | -26.347 $ | -1,9 % | |||
| Level Wealth Management LLC | 1.762.688 $ | +445.575 $ | +33,8 % | 1.317.113 $ | -252.386 $ | -16,1 % | 1.569.499 $ | -8.620 $ | -0,5 % | |||
| Triton Financial Group Inc | 1.760.699 $ | +249.757 $ | +16,5 % | 1.510.942 $ | +98.135 $ | +6,9 % | ||||||
| APS Management Group, Inc. | 1.213.340 $ | -544.354 $ | -31,0 % | 1.757.694 $ | +355.607 $ | +25,4 % | 1.402.087 $ | -93.285 $ | -6,2 % | 1.495.372 $ | -59.979 $ | -3,9 % |
| MOR Wealth Management, LLC | 1.755.795 $ | +424.072 $ | +31,8 % | 1.331.723 $ | -126.089 $ | -8,6 % | 1.457.812 $ | |||||
| Bare Financial Services, Inc | 1.751.328 $ | +307.598 $ | +21,3 % | 1.443.730 $ | -65.140 $ | -4,3 % | 1.508.870 $ | +107.283 $ | +7,7 % | |||
| Abbot Financial Management, Inc. | 1.746.288 $ | +121.110 $ | +7,5 % | 1.625.178 $ | -104.111 $ | -6,0 % | 1.729.289 $ | +55.612 $ | +3,3 % | |||
| Mascagni Wealth Management, Inc. | 1.745.818 $ | +325.941 $ | +23,0 % | 1.419.877 $ | -107.649 $ | -7,0 % | 1.527.526 $ | +127.948 $ | +9,1 % | |||
| Ensign Peak Advisors, Inc | 1.647.324 $ | -93.881 $ | -5,4 % | 1.741.205 $ | +170.885 $ | +10,9 % | ||||||
| IFG Advisors, LLC | 1.739.629 $ | +20.683 $ | +1,2 % | 1.718.946 $ | +295.591 $ | +20,8 % | 1.423.355 $ | +262.574 $ | +22,6 % | 1.160.781 $ | +35.397 $ | +3,1 % |
| FSA WEALTH PARTNERS, INC. | 848.308 $ | -889.155 $ | -51,2 % | 1.737.463 $ | ||||||||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.735.796 $ | +714.713 $ | +70,0 % | 1.021.083 $ | +483.839 $ | +90,1 % | 537.244 $ | -43.167 $ | -7,4 % | 580.411 $ | +104.808 $ | +22,0 % |
| Essential Planning, LLC. | 1.734.690 $ | +63.795 $ | +3,8 % | 1.670.895 $ | +128.868 $ | +8,4 % | 1.542.027 $ | -58.737 $ | -3,7 % | 1.600.764 $ | -82.575 $ | -4,9 % |
| Ramsay, Stattman, Vela & Price, Inc. | 1.723.187 $ | +84.329 $ | +5,1 % | 1.638.858 $ | +355.751 $ | +27,7 % | 1.283.107 $ | -103.094 $ | -7,4 % | 1.386.201 $ | +13.148 $ | +1,0 % |
| Oxbow Advisors, LLC | 1.723.036 $ | +281.201 $ | +19,5 % | 1.441.835 $ | -176.223 $ | -10,9 % | 1.618.058 $ | +40.572 $ | +2,6 % | |||
| Financial Solutions Advisory Group, Inc. | 1.722.680 $ | +259.324 $ | +17,7 % | 1.463.356 $ | ||||||||
| City Center Advisors, LLC | 783.118 $ | -277.993 $ | -26,2 % | 1.061.111 $ | +42.653 $ | +4,2 % | 1.018.458 $ | -699.941 $ | -40,7 % | 1.718.399 $ | +123.556 $ | +7,7 % |
| Fiduciary Wealth Partners, LLC | 1.713.538 $ | +45.370 $ | +2,7 % | |||||||||
| Alchemi Wealth, LLC | 1.710.220 $ | +468.678 $ | +37,7 % | 1.241.542 $ | -122.153 $ | -9,0 % | 1.363.695 $ | |||||
| SIGNET FINANCIAL MANAGEMENT, LLC | 1.704.027 $ | +1.407.658 $ | +475,0 % | 296.369 $ | +7.431 $ | +2,6 % | ||||||
| MARINO, STRAM & ASSOCIATES LLC | 1.702.716 $ | +34.482 $ | +2,1 % | 1.668.234 $ | +280.372 $ | +20,2 % | 1.387.862 $ | -119.342 $ | -7,9 % | 1.507.204 $ | -50.154 $ | -3,2 % |
| ZACKS INVESTMENT MANAGEMENT | 1.212.561 $ | -72.596 $ | -5,6 % | 1.285.157 $ | -416.396 $ | -24,5 % | 1.701.553 $ | +602.871 $ | +54,9 % | |||
| Resonant Capital Advisors, LLC | 942.070 $ | -16.860 $ | -1,8 % | 958.930 $ | -26.325 $ | -2,7 % | 985.255 $ | -715.076 $ | -42,1 % | 1.700.331 $ | -241.138 $ | -12,4 % |
| Boltwood Capital Management | 1.694.115 $ | +30.516 $ | +1,8 % | 1.663.599 $ | +139.042 $ | +9,1 % | 1.524.557 $ | -19.781 $ | -1,3 % | 1.544.338 $ | -203.315 $ | -11,6 % |
| Navis Wealth Advisors, LLC | 1.688.868 $ | +51.656 $ | +3,2 % | 1.637.212 $ | +29.050 $ | +1,8 % | 1.608.162 $ | +45.732 $ | +2,9 % | |||
| 55 North Private Wealth, LLC | 1.688.857 $ | +279.374 $ | +19,8 % | 1.409.483 $ | +25.163 $ | +1,8 % | 1.384.320 $ | +376.960 $ | +37,4 % | 1.007.360 $ | ||
| Keeler Thomas Management LLC | 1.688.428 $ | +1.107.644 $ | +190,7 % | 580.784 $ | -18.137 $ | -3,0 % | ||||||
| Weaver Consulting Group | 1.684.763 $ | +43.889 $ | +2,7 % | 1.640.874 $ | +220.498 $ | +15,5 % | 1.420.376 $ | -150.919 $ | -9,6 % | 1.571.295 $ | -44.452 $ | -2,8 % |
| Freestate Advisors LLC | 1.681.854 $ | |||||||||||
| Ipsen Advisor Group LLC | 1.680.971 $ | +213.117 $ | +14,5 % | 1.467.854 $ | -145.036 $ | -9,0 % | 1.612.890 $ | -219.864 $ | -12,0 % | |||
| LifePlan Financial, LLC | 1.680.954 $ | +74.750 $ | +4,7 % | 1.606.204 $ | +211.402 $ | +15,2 % | 1.394.802 $ | -234.401 $ | -14,4 % | 1.629.203 $ | -33.596 $ | -2,0 % |
| Strategic Financial Planning, Inc. | 1.679.003 $ | |||||||||||
| Jackson, Grant Investment Advisers, Inc. | 1.511.891 $ | +13.210 $ | +0,9 % | 1.498.681 $ | -177.242 $ | -10,6 % | 1.675.923 $ | -860 $ | -0,1 % | |||
| GOLDEN ROAD ADVISORS LLC | 1.675.765 $ | +319.344 $ | +23,5 % | 1.356.421 $ | -54.248 $ | -3,8 % | 1.410.669 $ | -7.960 $ | -0,6 % | |||
| Ramirez Asset Management, Inc. | 1.675.299 $ | +477.112 $ | +39,8 % | 1.198.187 $ | -270.409 $ | -18,4 % | 1.468.596 $ | +32.192 $ | +2,2 % | |||
| Legacy Edge Advisors, LLC | 1.674.522 $ | +400.828 $ | +31,5 % | 1.273.694 $ | -60.761 $ | -4,6 % | 1.334.455 $ | +49.308 $ | +3,8 % | |||
| FSM Wealth Advisors, LLC | 1.673.935 $ | +379.547 $ | +29,3 % | 1.294.388 $ | -234.017 $ | -15,3 % | 1.528.405 $ | +63.464 $ | +4,3 % | |||
| Investment Research & Advisory Group, Inc. | 1.666.982 $ | +427.966 $ | +34,5 % | 1.239.016 $ | -18.245 $ | -1,5 % | 1.257.261 $ | +210.463 $ | +20,1 % | 1.046.798 $ | +19.061 $ | +1,9 % |
| Vertex Planning Partners, LLC | 1.663.120 $ | +495.797 $ | +42,5 % | 1.167.323 $ | -23.464 $ | -2,0 % | 1.190.787 $ | -323.282 $ | -21,4 % | |||
| Equita Financial Network, Inc. | 1.663.086 $ | +112.613 $ | +7,3 % | 1.550.473 $ | +234.493 $ | +17,8 % | 1.315.980 $ | +187.947 $ | +16,7 % | 1.128.033 $ | +297.927 $ | +35,9 % |
| Plante Moran Financial Advisors, LLC | 1.655.051 $ | +481.664 $ | +41,0 % | 1.173.387 $ | -252.284 $ | -17,7 % | 1.425.671 $ | -100.432 $ | -6,6 % | |||
| Coston, McIsaac & Partners | 1.651.000 $ | +255.000 $ | +18,3 % | 1.396.000 $ | -58.000 $ | -4,0 % | 1.454.000 $ | +50.000 $ | +3,6 % | |||
| Obermeyer Wealth Partners | 1.647.675 $ | +86.892 $ | +5,6 % | 1.560.783 $ | +219.651 $ | +16,4 % | 1.341.132 $ | -97.710 $ | -6,8 % | 1.438.842 $ | +919.190 $ | +176,9 % |
| Sanchez Gaunt Capital Management, LLC | 1.647.597 $ | +80.703 $ | +5,2 % | 1.566.894 $ | ||||||||
| BetterWealth, LLC | 1.474.827 $ | -168.983 $ | -10,3 % | 1.643.810 $ | +49.499 $ | +3,1 % | 1.594.311 $ | +1.843 $ | +0,1 % | 1.592.468 $ | +103.349 $ | +6,9 % |
| Running Point Capital Advisors, LLC | 1.643.600 $ | +32.036 $ | +2,0 % | |||||||||
| Xena Financial Planning, LLC | 1.643.315 $ | +29.380 $ | +1,8 % | 1.613.935 $ | +260.305 $ | +19,2 % | 1.353.630 $ | -96.219 $ | -6,6 % | 1.449.849 $ | ||
| Hills Bank & Trust Co | 1.641.308 $ | +1.458.505 $ | +797,9 % | 182.803 $ | ||||||||
| Northwest Wealth Advisors, LLC | 1.641.276 $ | +443.657 $ | +37,0 % | 1.197.619 $ | -68.447 $ | -5,4 % | 1.266.066 $ | |||||
| Greenhouse Wealth Management, LLC | 1.640.839 $ | +79.622 $ | +5,1 % | 1.561.217 $ | +362.754 $ | +30,3 % | 1.198.463 $ | -88.178 $ | -6,9 % | 1.286.641 $ | +41.853 $ | +3,4 % |
| Richmond Investment Services, LLC | 270.329 $ | -1.156.473 $ | -81,1 % | 1.426.802 $ | -213.537 $ | -13,0 % | 1.640.339 $ | +143.164 $ | +9,6 % | |||
| Caldwell Trust Co | 1.638.468 $ | +345.146 $ | +26,7 % | 1.293.322 $ | -70.593 $ | -5,2 % | 1.363.915 $ | +130.786 $ | +10,6 % | |||
| CFC Planning Co LLC | 1.638.423 $ | +297.056 $ | +22,1 % | 1.341.367 $ | +249.918 $ | +22,9 % | 1.091.449 $ | +517.486 $ | +90,2 % | |||
| Outlook Wealth Advisors, LLC | 1.076.635 $ | +291.002 $ | +37,0 % | 785.633 $ | -847.054 $ | -51,9 % | 1.632.687 $ | +112.548 $ | +7,4 % | |||
| WealthCare Investment Partners, LLC | 1.626.446 $ | +325.567 $ | +25,0 % | 1.300.879 $ | -191.157 $ | -12,8 % | 1.492.036 $ | -75.429 $ | -4,8 % | |||
| ARRIEN INVESTMENTS, INC. | 1.453.816 $ | -169.060 $ | -10,4 % | 1.622.876 $ | +303.392 $ | +23,0 % | 1.319.484 $ | +69.725 $ | +5,6 % | |||
| Chesapeake Wealth Management | 1.618.311 $ | +392.418 $ | +32,0 % | 1.225.893 $ | -98.498 $ | -7,4 % | 1.324.391 $ | +146.957 $ | +12,5 % | |||
| Martel Wealth Advisors LLC | 1.353.742 $ | -257.634 $ | -16,0 % | 1.611.376 $ | +529.821 $ | +49,0 % | 1.081.555 $ | -44.012 $ | -3,9 % | 1.125.567 $ | +26.375 $ | +2,4 % |
| Addison Capital Co | 1.607.316 $ | +380.651 $ | +31,0 % | 1.226.665 $ | ||||||||
| GFS Advisors, LLC | 1.606.488 $ | +1.295.016 $ | +415,8 % | 311.472 $ | +84.816 $ | +37,4 % | 226.656 $ | +108 $ | +0,0 % | |||
| Canal Capital Management, LLC | 1.604.232 $ | +579.565 $ | +56,6 % | 1.024.667 $ | +679.963 $ | +197,3 % | 344.704 $ | -137.088 $ | -28,5 % | |||
| Redwood Investment Management, LLC | 1.604.000 $ | +420.000 $ | +35,5 % | 1.184.000 $ | -96.000 $ | -7,5 % | 1.280.000 $ | -225.000 $ | -15,0 % | |||
| Oak Barrel Wealth Advisory LLC | 1.603.455 $ | +352.539 $ | +28,2 % | 1.250.916 $ | ||||||||
| Rather & Kittrell, Inc. | 1.389.453 $ | -212.032 $ | -13,2 % | 1.601.485 $ | +436.095 $ | +37,4 % | 1.165.390 $ | +556 $ | +0,0 % | |||
| Biltmore Family Office, LLC | 1.599.641 $ | +349.142 $ | +27,9 % | 1.250.499 $ | -198.290 $ | -13,7 % | 1.448.789 $ | +466.557 $ | +47,5 % | |||
| HRC WEALTH MANAGEMENT, LLC | 1.598.866 $ | +191.504 $ | +13,6 % | 1.407.362 $ | +534.430 $ | +61,2 % | 872.932 $ | -17.181 $ | -1,9 % | 890.113 $ | +9.329 $ | +1,1 % |
| PUREfi Wealth, LLC | 1.597.974 $ | +354.506 $ | +28,5 % | 1.243.468 $ | +222.130 $ | +21,7 % | 1.021.338 $ | -95.724 $ | -8,6 % | 1.117.062 $ | -2.904 $ | -0,3 % |
| McCarley & Cook Financial Planners | 1.597.949 $ | +20.157 $ | +1,3 % | 1.577.792 $ | +273.966 $ | +21,0 % | 1.303.826 $ | +1.319 $ | +0,1 % | 1.302.507 $ | ||
| ProVise Management Group, LLC | 1.596.880 $ | +543.106 $ | +51,5 % | 1.053.774 $ | -100.514 $ | -8,7 % | 1.154.288 $ | +9.688 $ | +0,8 % | |||
| Jupiter Topco LLC | 1.590.862 $ | |||||||||||
| Teucrium Investment Advisors, LLC | 1.588.214 $ | |||||||||||
| SYM FINANCIAL Corp | 1.585.126 $ | +582.502 $ | +58,1 % | 1.002.624 $ | -161.748 $ | -13,9 % | 1.164.372 $ | -309.493 $ | -21,0 % | |||
| Lauer Wealth, LLC | 1.583.898 $ | +218.972 $ | +16,0 % | 1.364.926 $ | +389.309 $ | +39,9 % | 975.617 $ | +622.366 $ | +176,2 % | 353.251 $ | +5.471 $ | +1,6 % |
| COOKSON PEIRCE & CO INC | 1.583.640 $ | +381.468 $ | +31,7 % | 1.202.172 $ | -45.334 $ | -3,6 % | 1.247.506 $ | -12.806 $ | -1,0 % | |||
| Cladis Investment Advisory, LLC | 1.546.958 $ | +126.836 $ | +8,9 % | 1.420.122 $ | -162.402 $ | -10,3 % | 1.582.524 $ | +22.212 $ | +1,4 % | |||
| CJM Wealth Advisers, Ltd. | 1.580.894 $ | +224.791 $ | +16,6 % | 1.356.103 $ | -112.961 $ | -7,7 % | 1.469.064 $ | -3.180 $ | -0,2 % | |||
| Maxele Advisors, LLC | 1.578.961 $ | -1.639 $ | -0,1 % | 1.580.600 $ | -65.118 $ | -4,0 % | ||||||
| PRESILIUM PRIVATE WEALTH, LLC | 1.579.131 $ | +594.074 $ | +60,3 % | 985.057 $ | -29.193 $ | -2,9 % | 1.014.250 $ | +19.354 $ | +1,9 % | |||
| Aberdeen Wealth Management LLC | 1.577.562 $ | +189.367 $ | +13,6 % | 1.388.195 $ | -76.859 $ | -5,2 % | 1.465.054 $ | |||||
| GROUP ONE TRADING LLC | 1.575.206 $ | +1.555.392 $ | +7.850,0 % | 19.814 $ | -11.692 $ | -37,1 % | 31.506 $ | -837.809 $ | -96,4 % | |||
| Alteri Wealth LLC | 1.572.993 $ | +413.653 $ | +35,7 % | 1.159.340 $ | -67.777 $ | -5,5 % | 1.227.117 $ | +36.837 $ | +3,1 % | |||
| OLD SECOND NATIONAL BANK OF AURORA | 1.254.846 $ | -316.658 $ | -20,1 % | 1.571.504 $ | +47.623 $ | +3,1 % | 1.523.881 $ | -51.539 $ | -3,3 % | |||
| TBH Global Asset Management, LLC | 1.019.479 $ | -285.260 $ | -21,9 % | 1.304.739 $ | -266.322 $ | -17,0 % | 1.571.061 $ | -24.549 $ | -1,5 % | |||
| Meeder Advisory Services, Inc. | 1.570.245 $ | +468.128 $ | +42,5 % | 1.102.117 $ | -104.891 $ | -8,7 % | 1.207.008 $ | +971.820 $ | +413,2 % | |||
| Bedel Financial Consulting, Inc. | 1.563.568 $ | +548.749 $ | +54,1 % | 1.014.819 $ | -73.625 $ | -6,8 % | 1.088.444 $ | +361.599 $ | +49,7 % | |||
| SUCCESSION FINANCIAL, INC. | 1.563.335 $ | +76.506 $ | +5,1 % | 1.486.829 $ | ||||||||
| Family Office Research LLC | 1.562.851 $ | +38.149 $ | +2,5 % | 1.524.702 $ | +341.044 $ | +28,8 % | 1.183.658 $ | -185.368 $ | -13,5 % | 1.369.026 $ | -64.187 $ | -4,5 % |
| Goldstein Advisors, LLC | 1.561.117 $ | +80.959 $ | +5,5 % | 1.480.158 $ | +179.947 $ | +13,8 % | 1.300.211 $ | -103.731 $ | -7,4 % | 1.403.942 $ | +94.470 $ | +7,2 % |
| J. Safra Sarasin Holding AG | 1.560.365 $ | +798.989 $ | +104,9 % | 761.376 $ | +396.208 $ | +108,5 % | 365.168 $ | +174 $ | +0,0 % | |||
| HARBOR INVESTMENT ADVISORY, LLC | 1.347.605 $ | +116.348 $ | +9,4 % | 1.231.257 $ | +196.165 $ | +19,0 % | 1.035.092 $ | -523.748 $ | -33,6 % | 1.558.840 $ | +439.042 $ | +39,2 % |
| Capstone Financial Advisors, Inc. | 1.557.154 $ | +268.032 $ | +20,8 % | 1.289.122 $ | -59.933 $ | -4,4 % | 1.349.055 $ | +251.846 $ | +23,0 % | |||
| First Growth Capital LLC | 1.553.893 $ | +50.319 $ | +3,3 % | 1.503.574 $ | +315.343 $ | +26,5 % | 1.188.231 $ | -75.204 $ | -6,0 % | 1.263.435 $ | ||
| Stillwater Wealth Management Group | 737.039 $ | +6.494 $ | +0,9 % | 730.545 $ | +0 $ | +0,0 % | 730.545 $ | -822.940 $ | -53,0 % | 1.553.485 $ | +817.657 $ | +111,1 % |
| IBEX WEALTH ADVISORS | 1.553.189 $ | +268.393 $ | +20,9 % | 1.284.796 $ | -109.757 $ | -7,9 % | ||||||
| Vigilare Wealth Management | 227.687 $ | -1.325.154 $ | -85,3 % | 1.552.841 $ | +1.196.699 $ | +336,0 % | ||||||
| Sterling Capital Management LLC | 693 $ | -1.551.472 $ | -100,0 % | 1.552.165 $ | +267.284 $ | +20,8 % | 1.284.881 $ | +360.345 $ | +39,0 % | 924.536 $ | +814.044 $ | +736,7 % |
| Applied Capital LLC | 1.552.088 $ | +476.689 $ | +44,3 % | 1.075.399 $ | ||||||||
| SC&H Financial Advisors, Inc. | 1.551.999 $ | +24.068 $ | +1,6 % | 1.527.931 $ | +155.281 $ | +11,3 % | 1.372.650 $ | +43.514 $ | +3,3 % | 1.329.136 $ | +969.999 $ | +270,1 % |
| Inspire Advisors, LLC | 989.119 $ | +1.431 $ | +0,1 % | 987.688 $ | -564.140 $ | -36,4 % | 1.551.828 $ | -69.131 $ | -4,3 % | |||
| WEALTH EFFECTS LLC | 1.551.803 $ | +284.993 $ | +22,5 % | 1.266.810 $ | -26.217 $ | -2,0 % | 1.293.027 $ | -3.685 $ | -0,3 % | |||
| Value Investment Professionals, LLC | 511.170 $ | +201.842 $ | +65,3 % | 309.328 $ | -1.240.929 $ | -80,0 % | 1.550.257 $ | +1.239.489 $ | +398,8 % | 310.768 $ | ||
| Inscription Capital, LLC | 1.456.227 $ | +189.960 $ | +15,0 % | 1.266.267 $ | -283.234 $ | -18,3 % | 1.549.501 $ | +120.096 $ | +8,4 % | |||
| 180 WEALTH ADVISORS, LLC | 1.549.408 $ | +59.148 $ | +4,0 % | 1.490.260 $ | +4.156 $ | +0,3 % | 1.486.104 $ | -37.112 $ | -2,4 % | |||
| Adirondack Capital Advisors, LLC | 1.547.718 $ | +109.950 $ | +7,6 % | 1.437.768 $ | +235.872 $ | +19,6 % | 1.201.896 $ | -148.275 $ | -11,0 % | 1.350.171 $ | ||
| Planning Strategies Inc. | 1.542.530 $ | +16.131 $ | +1,1 % | 1.526.399 $ | ||||||||
| SlateStone Wealth, LLC | 1.542.000 $ | +113.000 $ | +7,9 % | 1.429.000 $ | -82.000 $ | -5,4 % | 1.511.000 $ | +148.000 $ | +10,9 % | |||
| LaSalle St. Investment Advisors, LLC | 1.535.983 $ | +299.617 $ | +24,2 % | 1.236.366 $ | +73.366 $ | +6,3 % | 1.163.000 $ | |||||
| Oxinas Partners, LLC | 1.527.843 $ | +347.685 $ | +29,5 % | 1.180.158 $ | +140.091 $ | +13,5 % | 1.040.067 $ | |||||
| WORLD EQUITY GROUP, INC. | 473.547 $ | -1.047.072 $ | -68,9 % | 1.520.619 $ | +947.612 $ | +165,4 % | 573.007 $ | +171.139 $ | +42,6 % | 401.868 $ | -2.161 $ | -0,5 % |
| Linscomb Wealth, Inc. | 1.231.506 $ | +315.384 $ | +34,4 % | 916.122 $ | -601.046 $ | -39,6 % | 1.517.168 $ | +586.675 $ | +63,0 % | |||
| Nilsine Partners, LLC | 1.452.341 $ | -63.707 $ | -4,2 % | 1.516.048 $ | +169.486 $ | +12,6 % | 1.346.562 $ | +186.155 $ | +16,0 % | |||
| Alpha Financial Partners LLC | 1.514.872 $ | +897.137 $ | +145,2 % | 617.735 $ | -17.495 $ | -2,8 % | 635.230 $ | -914.282 $ | -59,0 % | |||
| Legacy Financial Advisors, Inc. | 1.306.639 $ | +177.055 $ | +15,7 % | 1.129.584 $ | -384.458 $ | -25,4 % | 1.514.042 $ | +24.268 $ | +1,6 % | |||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 1.512.816 $ | +62.681 $ | +4,3 % | 1.450.135 $ | +240.066 $ | +19,8 % | 1.210.069 $ | -79.361 $ | -6,2 % | 1.289.430 $ | +17.027 $ | +1,3 % |
| Nadler Financial Group, Inc. | 1.512.252 $ | +915.019 $ | +153,2 % | 597.233 $ | -6.250 $ | -1,0 % | 603.483 $ | +16.653 $ | +2,8 % | |||
| D'Orazio & Associates, Inc. | 1.510.923 $ | +289.977 $ | +23,8 % | 1.220.946 $ | -84.486 $ | -6,5 % | 1.305.432 $ | +53.576 $ | +4,3 % | |||
| Baltimore-Washington Financial Advisors, Inc. | 1.507.845 $ | +704.985 $ | +87,8 % | 802.860 $ | -437.662 $ | -35,3 % | 1.240.522 $ | +542.699 $ | +77,8 % | |||
| Van Hulzen Asset Management, LLC | 1.507.772 $ | +89.372 $ | +6,3 % | 1.418.400 $ | +654.614 $ | +85,7 % | 763.786 $ | -249.759 $ | -24,6 % | |||
| Quintet Private Bank (Europe) S.A. | 1.005.360 $ | +49.200 $ | +5,1 % | 956.160 $ | +258.440 $ | +37,0 % | 697.720 $ | -809.840 $ | -53,7 % | 1.507.560 $ | +14.300 $ | +1,0 % |
| KFG WEALTH MANAGEMENT, LLC | 1.504.799 $ | +76.271 $ | +5,3 % | 1.428.528 $ | +387.270 $ | +37,2 % | 1.041.258 $ | -87.048 $ | -7,7 % | 1.128.306 $ | -164.902 $ | -12,8 % |
| WEALTHSPAN PARTNERS, LLC | 1.504.124 $ | +193.332 $ | +14,7 % | 1.310.792 $ | -159.960 $ | -10,9 % | 1.470.752 $ | +82.589 $ | +5,9 % | |||
| GSG Advisors LLC | 1.500.098 $ | +285.917 $ | +23,5 % | 1.214.181 $ | -102.434 $ | -7,8 % | 1.316.615 $ | +36.573 $ | +2,9 % | |||
| Fiduciary Group, LLC | 1.282.110 $ | -213.821 $ | -14,3 % | 1.495.931 $ | +394.257 $ | +35,8 % | 1.101.674 $ | -31.192 $ | -2,8 % | |||
| Red Door Wealth Management, LLC | 1.495.439 $ | +358.496 $ | +31,5 % | 1.136.943 $ | -85.447 $ | -7,0 % | 1.222.390 $ | -251.211 $ | -17,0 % | |||
| Firestone Capital Management | 1.494.088 $ | +133.587 $ | +9,8 % | 1.360.501 $ | +60.156 $ | +4,6 % | 1.300.345 $ | +42.011 $ | +3,3 % | |||
| Interchange Capital Partners, LLC | 1.493.374 $ | +116.887 $ | +8,5 % | 1.376.487 $ | +78.546 $ | +6,1 % | 1.297.941 $ | -487.523 $ | -27,3 % | |||
| MATAURO, LLC | 1.492.075 $ | +102.804 $ | +7,4 % | 1.389.271 $ | +189.781 $ | +15,8 % | 1.199.490 $ | |||||
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 1.491.835 $ | +437.341 $ | +41,5 % | 1.054.494 $ | -3.854 $ | -0,4 % | 1.058.348 $ | |||||
| AF Advisors, Inc. | 1.491.629 $ | +122.411 $ | +8,9 % | 1.369.218 $ | +1.111.373 $ | +431,0 % | 257.845 $ | +2.451 $ | +1,0 % | |||
| FIDUCIARY FINANCIAL GROUP, LLC | 1.489.900 $ | +3.800 $ | +0,3 % | 1.486.100 $ | +301.367 $ | +25,4 % | 1.184.733 $ | -7.018 $ | -0,6 % | 1.191.751 $ | -27.932 $ | -2,3 % |
| ALBION FINANCIAL GROUP /UT | 1.316.166 $ | -17.488 $ | -1,3 % | 1.333.654 $ | -155.155 $ | -10,4 % | 1.488.809 $ | +271.006 $ | +22,3 % | 1.217.803 $ | +221.769 $ | +22,3 % |
| Moment Partners, LLC | 1.486.829 $ | +306.984 $ | +26,0 % | 1.179.845 $ | -295.302 $ | -20,0 % | 1.475.147 $ | +203.636 $ | +16,0 % | |||
| Foster Group, Inc. | 1.421.186 $ | -64.629 $ | -4,3 % | 1.485.815 $ | +32.789 $ | +2,3 % | 1.453.026 $ | +58.310 $ | +4,2 % | 1.394.716 $ | -95.930 $ | -6,4 % |
| BigSur Wealth Management LLC | 1.485.576 $ | +80.229 $ | +5,7 % | 1.405.347 $ | +125.396 $ | +9,8 % | 1.279.951 $ | +214.906 $ | +20,2 % | 1.065.045 $ | +104.525 $ | +10,9 % |
| SURIENCE PRIVATE WEALTH LLC | 1.485.569 $ | |||||||||||
| Piscataqua Savings Bank | 1.227.788 $ | -227.813 $ | -15,7 % | 1.455.601 $ | -29.883 $ | -2,0 % | 1.485.484 $ | +61.140 $ | +4,3 % | 1.424.344 $ | -13.628 $ | -0,9 % |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 1.484.916 $ | +401.357 $ | +37,0 % | 1.083.559 $ | -342.823 $ | -24,0 % | 1.426.382 $ | +17.638 $ | +1,3 % | |||
| CHAPIN DAVIS, INC. | 1.483.187 $ | +58.650 $ | +4,1 % | 1.424.537 $ | +340.832 $ | +31,5 % | 1.083.705 $ | -40.222 $ | -3,6 % | 1.123.927 $ | +12.556 $ | +1,1 % |
| Northwest Financial Advisors | 1.478.142 $ | +143.774 $ | +10,8 % | 1.334.368 $ | +408.660 $ | +44,1 % | 925.708 $ | -150.185 $ | -14,0 % | |||
| Nicht ausgewiesen | 1.477.187 $ | +280.280 $ | +23,4 % | 1.196.907 $ | -77.884 $ | -6,1 % | 1.274.791 $ | |||||
| Advisor OS, LLC | 769.336 $ | -704.764 $ | -47,8 % | 1.474.100 $ | +1.223.518 $ | +488,3 % | 250.582 $ | +20.956 $ | +9,1 % | |||
| McCollum Christoferson Group LLC | 1.162.396 $ | +20.043 $ | +1,8 % | 1.142.353 $ | +217.319 $ | +23,5 % | 925.034 $ | -544.714 $ | -37,1 % | 1.469.748 $ | +19.348 $ | +1,3 % |
| READYSTATE ASSET MANAGEMENT LP | 1.076.136 $ | -391.995 $ | -26,7 % | 1.468.131 $ | +600.551 $ | +69,2 % | 867.580 $ | |||||
| Nicht ausgewiesen | 675.647 $ | -792.356 $ | -54,0 % | 1.468.003 $ | ||||||||
| Keating Financial Advisory Services, Inc. | 1.467.907 $ | +179.354 $ | +13,9 % | 1.288.553 $ | -100.768 $ | -7,3 % | 1.389.321 $ | |||||
| Echo Wealth Management, LLC | 1.400.868 $ | +61.911 $ | +4,6 % | 1.338.957 $ | +185.930 $ | +16,1 % | 1.153.027 $ | -313.958 $ | -21,4 % | 1.466.985 $ | +28.736 $ | +2,0 % |
| Elser Financial Planning, Inc | 1.466.898 $ | +808.104 $ | +122,7 % | 658.794 $ | +176.663 $ | +36,6 % | 482.131 $ | |||||
| Klingman & Associates, LLC | 1.369.574 $ | +70.291 $ | +5,4 % | 1.299.283 $ | -164.746 $ | -11,3 % | 1.464.029 $ | +258.147 $ | +21,4 % | 1.205.882 $ | -19.098 $ | -1,6 % |
| Bensler, LLC | 1.462.972 $ | +385.070 $ | +35,7 % | 1.077.902 $ | -111.213 $ | -9,4 % | 1.189.115 $ | +4.160 $ | +0,4 % | |||
| WCG Wealth Advisors LLC | 1.459.912 $ | |||||||||||
| Lynx Investment Advisory | 1.459.199 $ | +287.611 $ | +24,5 % | 1.171.588 $ | +191.414 $ | +19,5 % | 980.174 $ | +27.120 $ | +2,8 % | |||
| Heritage Wealth Advisors | 1.457.208 $ | +478.279 $ | +48,9 % | 978.929 $ | +76.247 $ | +8,4 % | 902.682 $ | +162.606 $ | +22,0 % | |||
| Private Wealth Partners, LLC | 1.453.508 $ | +263.089 $ | +22,1 % | 1.190.419 $ | +321.758 $ | +37,0 % | 868.661 $ | -274.849 $ | -24,0 % | 1.143.510 $ | -418.964 $ | -26,8 % |
| Progressive Investment Management Corp | 1.452.256 $ | +212.211 $ | +17,1 % | 1.240.045 $ | -35.405 $ | -2,8 % | 1.275.450 $ | +22.210 $ | +1,8 % | |||
| KANAWHA CAPITAL MANAGEMENT LLC | 1.396.743 $ | -31.078 $ | -2,2 % | 1.427.821 $ | -22.816 $ | -1,6 % | 1.450.637 $ | +102.169 $ | +7,6 % | 1.348.468 $ | +50.851 $ | +3,9 % |
| GoalVest Advisory LLC | 60.116 $ | +1.528 $ | +2,6 % | 58.588 $ | -1.387.910 $ | -95,9 % | 1.446.498 $ | -234.686 $ | -14,0 % | |||
| LifeGoal Investments, LLC | 1.443.793 $ | +721.983 $ | +100,0 % | 721.810 $ | +59.167 $ | +8,9 % | 662.643 $ | -323.186 $ | -32,8 % | 985.829 $ | +128.446 $ | +15,0 % |
| HALL CAPITAL MANAGEMENT CO INC | 454.912 $ | -988.739 $ | -68,5 % | 1.443.651 $ | +14.509 $ | +1,0 % | 1.429.142 $ | -9.279 $ | -0,6 % | |||
| Sonoma Private Wealth LLC | 1.442.385 $ | +370.480 $ | +34,6 % | 1.071.905 $ | +360.726 $ | +50,7 % | 711.179 $ | +16.200 $ | +2,3 % | |||
| Clear Retirement Advice LLC | 1.441.640 $ | +66.158 $ | +4,8 % | 1.375.482 $ | +297.207 $ | +27,6 % | 1.078.275 $ | -48.249 $ | -4,3 % | 1.126.524 $ | ||
| Everhart Financial Group, Inc. | 1.440.337 $ | +62.117 $ | +4,5 % | 1.378.220 $ | +332.907 $ | +31,8 % | 1.045.313 $ | -84.041 $ | -7,4 % | 1.129.354 $ | +13.631 $ | +1,2 % |
| OBSIDIAN CIO, LLC | 536.681 $ | +325.255 $ | +153,8 % | 211.426 $ | -1.227.761 $ | -85,3 % | 1.439.187 $ | -10.755.717 $ | -88,2 % | |||
| Grove Street Fiduciary, LLC | 1.435.654 $ | +70.258 $ | +5,1 % | 1.365.396 $ | +113.906 $ | +9,1 % | 1.251.490 $ | -70.583 $ | -5,3 % | 1.322.073 $ | +8.009 $ | +0,6 % |
| Kassira Wealth Management LLC | 1.428.538 $ | +234.358 $ | +19,6 % | 1.194.180 $ | -147.323 $ | -11,0 % | 1.341.503 $ | -1.010.473 $ | -43,0 % | |||
| PRIVATE CLIENT SERVICES, LLC | 1.412.002 $ | -13.876 $ | -1,0 % | 1.425.878 $ | +39.748 $ | +2,9 % | 1.386.130 $ | +168.899 $ | +13,9 % | 1.217.231 $ | +25.660 $ | +2,2 % |
| Bank Pictet & Cie (Europe) AG | 809.566 $ | -615.471 $ | -43,2 % | 1.425.037 $ | +197.050 $ | +16,0 % | 1.227.987 $ | +400.337 $ | +48,4 % | 827.650 $ | ||
| HM PAYSON & CO | 1.422.919 $ | +208.695 $ | +17,2 % | 1.214.224 $ | -105.514 $ | -8,0 % | 1.319.738 $ | -216.844 $ | -14,1 % | |||
| 1015 Capital Partners, LLC | 1.420.769 $ | +129.650 $ | +10,0 % | 1.291.119 $ | -92.527 $ | -6,7 % | 1.383.646 $ | |||||
| Beckerman Institutional, LLC | 1.420.316 $ | +214.878 $ | +17,8 % | 1.205.438 $ | -94.356 $ | -7,3 % | 1.299.794 $ | +27.444 $ | +2,2 % | |||
| Kropog Financial Group, LLC | 1.415.775 $ | +379.360 $ | +36,6 % | 1.036.415 $ | -127.371 $ | -10,9 % | 1.163.786 $ | -5.158 $ | -0,4 % | |||
| GreatBanc Trust CO | 1.414.252 $ | +591.951 $ | +72,0 % | 822.301 $ | +399.103 $ | +94,3 % | 423.198 $ | +10.253 $ | +2,5 % | |||
| ADVISORS MANAGEMENT GROUP INC /ADV | 1.357.000 $ | +68.000 $ | +5,3 % | 1.289.000 $ | -122.000 $ | -8,6 % | 1.411.000 $ | +54.000 $ | +4,0 % | |||
| TOTAL INVESTMENT MANAGEMENT INC | 1.036.235 $ | -373.587 $ | -26,5 % | 1.409.822 $ | +455.759 $ | +47,8 % | ||||||
| CAPITAL MANAGEMENT CORP /VA | 1.203.270 $ | +118.624 $ | +10,9 % | 1.084.646 $ | -314.404 $ | -22,5 % | 1.399.050 $ | +28.435 $ | +2,1 % | |||
| Rockbridge Investment Management, LCC | 1.398.696 $ | +122.791 $ | +9,6 % | 1.275.905 $ | +57.663 $ | +4,7 % | 1.218.242 $ | -23.086 $ | -1,9 % | |||
| CONGRESS ASSET MANAGEMENT CO | 1.395.675 $ | |||||||||||
| First Citizens Financial Corp | 1.373.582 $ | +47.854 $ | +3,6 % | 1.325.728 $ | +29.621 $ | +2,3 % | 1.296.107 $ | -99.384 $ | -7,1 % | 1.395.491 $ | +42.521 $ | +3,1 % |
| Symmetry Partners, LLC | 1.394.832 $ | +245.387 $ | +21,3 % | 1.149.445 $ | -71.391 $ | -5,8 % | 1.220.836 $ | +180.876 $ | +17,4 % | |||
| Milestone Investment Advisors LLC | 1.393.111 $ | +171.343 $ | +14,0 % | 1.221.768 $ | -54.861 $ | -4,3 % | 1.276.629 $ | +22.901 $ | +1,8 % | |||
| Tribridge Partners Financial LLC | 1.392.386 $ | +115.011 $ | +9,0 % | 1.277.375 $ | -27.251 $ | -2,1 % | 1.304.626 $ | +434.315 $ | +49,9 % | |||
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1.380.383 $ | -3.481 $ | -0,3 % | 1.383.864 $ | +150.502 $ | +12,2 % | 1.233.362 $ | -107.166 $ | -8,0 % | 1.340.528 $ | +18.781 $ | +1,4 % |
| Altus Wealth Management, LLC | 1.382.873 $ | +67.675 $ | +5,1 % | 1.315.198 $ | +343.274 $ | +35,3 % | 971.924 $ | -157.238 $ | -13,9 % | 1.129.162 $ | +10.710 $ | +1,0 % |
| RHODES INVESTMENT ADVISORS INC /ADV | 1.381.761 $ | +426.808 $ | +44,7 % | 954.953 $ | +394.369 $ | +70,3 % | 560.584 $ | +276.476 $ | +97,3 % | 284.108 $ | ||
| LJI Wealth Management, LLC | 1.290.020 $ | -14.356 $ | -1,1 % | 1.304.376 $ | -77.336 $ | -5,6 % | 1.381.712 $ | +127.552 $ | +10,2 % | |||
| Crane Advisory, LLC | 1.381.000 $ | +9.968 $ | +0,7 % | 1.371.032 $ | +306.336 $ | +28,8 % | 1.064.696 $ | +27.008 $ | +2,6 % | 1.037.688 $ | +57.293 $ | +5,8 % |
| DV Trading LLC | 1.380.997 $ | +1.211.761 $ | +716,0 % | 169.236 $ | ||||||||
| Detalus Advisors, LLC | 1.379.336 $ | +70.567 $ | +5,4 % | 1.308.769 $ | +209.903 $ | +19,1 % | 1.098.866 $ | -135.564 $ | -11,0 % | 1.234.430 $ | +30.953 $ | +2,6 % |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 1.379.090 $ | +116.078 $ | +9,2 % | 1.263.012 $ | +38.961 $ | +3,2 % | 1.224.051 $ | +37.372 $ | +3,1 % | |||
| Winthrop Advisory Group LLC | 1.378.812 $ | +382.600 $ | +38,4 % | 996.212 $ | +788.982 $ | +380,7 % | 207.230 $ | +5.279 $ | +2,6 % | |||
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 1.377.671 $ | +145.164 $ | +11,8 % | 1.232.507 $ | +20.174 $ | +1,7 % | 1.212.333 $ | -13.660 $ | -1,1 % | |||
| Abacus Planning Group, Inc. | 1.372.850 $ | +415.881 $ | +43,5 % | 956.969 $ | +218.061 $ | +29,5 % | 738.908 $ | +15.436 $ | +2,1 % | |||
| Trivant Custom Portfolio Group, LLC | 1.372.329 $ | +288.072 $ | +26,6 % | 1.084.257 $ | +214.395 $ | +24,6 % | 869.862 $ | |||||
| MATRIX PRIVATE CAPITAL GROUP LLC | 1.371.285 $ | +351.660 $ | +34,5 % | 1.019.625 $ | +109.374 $ | +12,0 % | ||||||
| Wealthstar Advisors, LLC | 1.072.809 $ | +2.273 $ | +0,2 % | 1.070.536 $ | +113.010 $ | +11,8 % | 957.526 $ | -412.912 $ | -30,1 % | 1.370.438 $ | -880.290 $ | -39,1 % |
| Wealth Watch Advisors, INC | 1.308.923 $ | -59.833 $ | -4,4 % | 1.368.756 $ | -20.671 $ | -1,5 % | ||||||
| Rare Wolf Capital LLC | 1.368.152 $ | +63.979 $ | +4,9 % | 1.304.173 $ | +501.097 $ | +62,4 % | 803.076 $ | -278.873 $ | -25,8 % | 1.081.949 $ | ||
| CLIENT 1ST ADVISORY GROUP, LLC | 1.360.102 $ | +69.583 $ | +5,4 % | 1.290.519 $ | +211.715 $ | +19,6 % | 1.078.804 $ | -133.089 $ | -11,0 % | 1.211.893 $ | +30.388 $ | +2,6 % |
| RB Capital Management, LLC | 1.357.358 $ | +324.351 $ | +31,4 % | 1.033.007 $ | -63.069 $ | -5,8 % | 1.096.076 $ | +14.282 $ | +1,3 % | |||
| Millstone Evans Group, LLC | 1.353.506 $ | +120.950 $ | +9,8 % | 1.232.556 $ | +178.537 $ | +16,9 % | 1.054.019 $ | +226.263 $ | +27,3 % | |||
| Compass Advisory Group LLC | 1.352.241 $ | +184.152 $ | +15,8 % | 1.168.089 $ | -56.206 $ | -4,6 % | 1.224.295 $ | +41.776 $ | +3,5 % | |||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1.350.248 $ | +158.863 $ | +13,3 % | 1.191.385 $ | -104.364 $ | -8,1 % | 1.295.749 $ | +216.830 $ | +20,1 % | |||
| CITY HOLDING CO | 1.337.583 $ | -11.539 $ | -0,9 % | 1.349.122 $ | +320.168 $ | +31,1 % | 1.028.954 $ | -48.639 $ | -4,5 % | 1.077.593 $ | +846.961 $ | +367,2 % |
| Mengis Capital Management, Inc. | 1.348.972 $ | +31.996 $ | +2,4 % | 1.316.976 $ | +311.760 $ | +31,0 % | 1.005.216 $ | -74.609 $ | -6,9 % | 1.079.825 $ | +111.350 $ | +11,5 % |
| Claret Asset Management Corp | 1.348.000 $ | +234.000 $ | +21,0 % | 1.114.000 $ | +37.000 $ | +3,4 % | 1.077.000 $ | +265.000 $ | +32,6 % | |||
| InTrack Investment Management Inc | 690.431 $ | +33.788 $ | +5,1 % | 656.643 $ | +163.355 $ | +33,1 % | 493.288 $ | -853.090 $ | -63,4 % | 1.346.378 $ | +402.194 $ | +42,6 % |
| Aegis Wealth Management, Inc. | 1.343.166 $ | +532.415 $ | +65,7 % | 810.751 $ | -31.975 $ | -3,8 % | 842.726 $ | |||||
| Financial Insights, Inc. | 1.340.286 $ | +108.058 $ | +8,8 % | 1.232.228 $ | -78.299 $ | -6,0 % | 1.310.527 $ | +76.969 $ | +6,2 % | |||
| CATALYST FINANCIAL PARTNERS LLC | 1.337.560 $ | +251.236 $ | +23,1 % | 1.086.324 $ | +664.961 $ | +157,8 % | 421.363 $ | +71.194 $ | +20,3 % | |||
| Wharton Business Group, LLC | 1.335.265 $ | +137.416 $ | +11,5 % | 1.197.849 $ | +7.173 $ | +0,6 % | 1.190.676 $ | -735.417 $ | -38,2 % | |||
| Chris Bulman Inc | 1.334.208 $ | +47.211 $ | +3,7 % | 1.286.997 $ | +290.966 $ | +29,2 % | 996.031 $ | -61.980 $ | -5,9 % | 1.058.011 $ | +14.534 $ | +1,4 % |
| Sather Financial Group Inc | 1.330.431 $ | +213.475 $ | +19,1 % | 1.116.956 $ | ||||||||
| Topsail Wealth Management, LLC | 1.329.262 $ | +359.421 $ | +37,1 % | 969.841 $ | -77.610 $ | -7,4 % | 1.047.451 $ | +24.439 $ | +2,4 % | |||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 1.324.111 $ | +45.260 $ | +3,5 % | 1.278.851 $ | +186.071 $ | +17,0 % | 1.092.780 $ | +12.189 $ | +1,1 % | |||
| Walser Wealth Management Company, A Ltd Liability Co | 300.204 $ | -18.339 $ | -5,8 % | 318.543 $ | -976.151 $ | -75,4 % | 1.294.694 $ | -27.454 $ | -2,1 % | 1.322.148 $ | ||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 1.186.885 $ | -109.546 $ | -8,4 % | 1.296.431 $ | -23.312 $ | -1,8 % | 1.319.743 $ | +48.023 $ | +3,8 % | 1.271.720 $ | +2.587 $ | +0,2 % |
| CHILTON INVESTMENT CO INC. | 1.317.592 $ | +772.921 $ | +141,9 % | 544.671 $ | +280.094 $ | +105,9 % | 264.577 $ | -40.048 $ | -13,1 % | |||
| PKS Advisory Services, LLC | 1.317.521 $ | +211.652 $ | +19,1 % | 1.105.869 $ | +45.530 $ | +4,3 % | 1.060.339 $ | +25.458 $ | +2,5 % | |||
| CENTRAL VALLEY ADVISORS, LLC | 1.311.779 $ | +28.865 $ | +2,2 % | 1.282.914 $ | ||||||||
| SIGMA INVESTMENT COUNSELORS INC | 1.267.122 $ | +361.976 $ | +40,0 % | 905.146 $ | -404.860 $ | -30,9 % | 1.310.006 $ | +159.705 $ | +13,9 % | |||
| WELCH & FORBES LLC | 1.307.719 $ | +28.839 $ | +2,3 % | 1.278.880 $ | +112.810 $ | +9,7 % | 1.166.070 $ | -156.187 $ | -11,8 % | |||
| Exit Wealth Advisors, LLC. | 1.058.022 $ | -248.660 $ | -19,0 % | 1.306.682 $ | +942.739 $ | +259,0 % | 363.943 $ | +43.347 $ | +13,5 % | |||
| Quotient Wealth Partners, LLC | 1.245.059 $ | -57.457 $ | -4,4 % | 1.302.516 $ | +161.600 $ | +14,2 % | 1.140.916 $ | +575.109 $ | +101,6 % | |||
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 1.065.672 $ | -54.798 $ | -4,9 % | 1.120.470 $ | -92.383 $ | -7,6 % | 1.212.853 $ | -82.991 $ | -6,4 % | 1.295.844 $ | +145.673 $ | +12,7 % |
| Hurley Capital, LLC | 1.293.710 $ | +103.281 $ | +8,7 % | 1.190.429 $ | +80.692 $ | +7,3 % | 1.109.737 $ | +170.461 $ | +18,1 % | |||
| Central Pacific Bank - Trust Division | 1.284.212 $ | -9.020 $ | -0,7 % | 1.293.232 $ | +200.172 $ | +18,3 % | 1.093.060 $ | -79.842 $ | -6,8 % | 1.172.902 $ | +102.273 $ | +9,6 % |
| Missouri Trust & Investment Co | 1.176.346 $ | -22.309 $ | -1,9 % | 1.198.655 $ | -88.609 $ | -6,9 % | 1.287.264 $ | +39.486 $ | +3,2 % | |||
| Clare Market Investments LLC | 1.286.172 $ | +378.879 $ | +41,8 % | 907.293 $ | -62.292 $ | -6,4 % | ||||||
| Keystone Wealth Services, LLC | 1.284.141 $ | +634.837 $ | +97,8 % | 649.304 $ | -247.973 $ | -27,6 % | 897.277 $ | +283.687 $ | +46,2 % | |||
| HEFFERNAN ADVISORY, INC | 1.282.426 $ | +575.248 $ | +81,3 % | 707.178 $ | +504.915 $ | +249,6 % | 202.263 $ | |||||
| PATRICK M SWEENEY & ASSOCIATES, INC | 1.280.414 $ | +62.694 $ | +5,1 % | 1.217.720 $ | +355.248 $ | +41,2 % | 862.472 $ | -63.997 $ | -6,9 % | 926.469 $ | +32.703 $ | +3,7 % |
| FOCUSED ALPHA, LLC | 1.278.514 $ | +242.995 $ | +23,5 % | 1.035.519 $ | ||||||||
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.278.347 $ | +645.408 $ | +102,0 % | 632.939 $ | -446.992 $ | -41,4 % | 1.079.931 $ | +600.960 $ | +125,5 % | |||
| Fortress Financial Solutions, LLC | 1.277.256 $ | +197.874 $ | +18,3 % | 1.079.382 $ | -30.881 $ | -2,8 % | 1.110.263 $ | -31.678 $ | -2,8 % | |||
| Cove Private Wealth, LLC | 1.107.209 $ | -168.961 $ | -13,2 % | 1.276.170 $ | +918.809 $ | +257,1 % | 357.361 $ | +44 $ | +0,0 % | |||
| Downshift Financial, LLC | 1.225.307 $ | -50.145 $ | -3,9 % | 1.275.452 $ | +556.564 $ | +77,4 % | 718.888 $ | -209.785 $ | -22,6 % | 928.673 $ | ||
| Birchwood Financial Partners, Inc. | 1.274.542 $ | +285.930 $ | +28,9 % | 988.612 $ | +193.109 $ | +24,3 % | 795.503 $ | |||||
| CHILTON CAPITAL MANAGEMENT LLC | 1.273.628 $ | +1.113.264 $ | +694,2 % | 160.364 $ | -15.759 $ | -8,9 % | 176.123 $ | +3.817 $ | +2,2 % | |||
| BCGM Wealth Management, LLC | 1.269.386 $ | +247.663 $ | +24,2 % | 1.021.723 $ | -73.220 $ | -6,7 % | 1.094.943 $ | +42.516 $ | +4,0 % | |||
| ENTRUST FINANCIAL LLC | 1.268.233 $ | +168.496 $ | +15,3 % | 1.099.737 $ | +46.278 $ | +4,4 % | 1.053.459 $ | |||||
| J. Derek Lewis & Associates Inc. | 1.266.345 $ | +539.311 $ | +74,2 % | 727.034 $ | +21.493 $ | +3,0 % | 705.541 $ | |||||
| Rydar Equities, Inc. | 110.379 $ | -1.155.434 $ | -91,3 % | 1.265.813 $ | ||||||||
| SOUTHERN CAPITAL ADVISORS, LLC | 1.264.895 $ | +348.044 $ | +38,0 % | 916.851 $ | -73.290 $ | -7,4 % | 990.141 $ | +9.758 $ | +1,0 % | |||
| COFG Advisors, LLC | 1.263.472 $ | +808.730 $ | +177,8 % | 454.742 $ | -3.817 $ | -0,8 % | 458.559 $ | |||||
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 64.442 $ | -988.113 $ | -93,9 % | 1.052.555 $ | -210.533 $ | -16,7 % | 1.263.088 $ | -283.936 $ | -18,4 % | |||
| Triumph Capital Management | 1.232.388 $ | +27.860 $ | +2,3 % | 1.204.528 $ | -58.265 $ | -4,6 % | 1.262.793 $ | +98.959 $ | +8,5 % | 1.163.834 $ | +901.416 $ | +343,5 % |
| Claris Financial LLC | 948.387 $ | -311.869 $ | -24,7 % | 1.260.256 $ | -28.569 $ | -2,2 % | ||||||
| FinArc Investments, Inc. | 888.851 $ | -59.459 $ | -6,3 % | 948.310 $ | +122.196 $ | +14,8 % | 826.114 $ | -433.180 $ | -34,4 % | 1.259.294 $ | ||
| Trexquant Investment LP | 215.773 $ | -1.026.852 $ | -82,6 % | 1.242.625 $ | -11.875 $ | -0,9 % | 1.254.500 $ | +91.443 $ | +7,9 % | |||
| Merkkuri Wealth Advisors LLC | 1.251.217 $ | +72.113 $ | +6,1 % | 1.179.104 $ | +101.784 $ | +9,4 % | 1.077.320 $ | +24.621 $ | +2,3 % | |||
| Provenance Wealth Advisors, LLC | 1.249.421 $ | +78.173 $ | +6,7 % | 1.171.248 $ | +192.828 $ | +19,7 % | 978.420 $ | +15.084 $ | +1,6 % | |||
| Tidemark, LLC | 1.248.415 $ | +328.262 $ | +35,7 % | 920.153 $ | -130.979 $ | -12,5 % | 1.051.132 $ | -47.412 $ | -4,3 % | |||
| Donalies Financial Planning, LLC | 1.248.066 $ | +47.449 $ | +4,0 % | 1.200.617 $ | +456.544 $ | +61,4 % | 744.073 $ | -93.825 $ | -11,2 % | 837.898 $ | ||
| Galvin, Gaustad & Stein, LLC | 819.561 $ | -425.557 $ | -34,2 % | 1.245.118 $ | +318.077 $ | +34,3 % | 927.041 $ | -83.890 $ | -8,3 % | 1.010.931 $ | +3.832 $ | +0,4 % |
| Capital Investment Counsel, LLC | 1.244.809 $ | +84.109 $ | +7,2 % | 1.160.700 $ | +64.708 $ | +5,9 % | 1.095.992 $ | -145.762 $ | -11,7 % | 1.241.754 $ | +534.830 $ | +75,7 % |
| CONDOR CAPITAL MANAGEMENT | 1.096.649 $ | +34.774 $ | +3,3 % | 1.061.875 $ | -181.851 $ | -14,6 % | 1.243.726 $ | -70.434 $ | -5,4 % | |||
| Hudson Value Partners, LLC | 1.241.538 $ | +132.883 $ | +12,0 % | 1.108.655 $ | ||||||||
| IPG Investment Advisors LLC | 720.228 $ | -422.637 $ | -37,0 % | 1.142.865 $ | -91.827 $ | -7,4 % | 1.234.692 $ | +130.426 $ | +11,8 % | |||
| Cooper Financial Group | 1.230.874 $ | +792.618 $ | +180,9 % | 438.256 $ | +127.560 $ | +41,1 % | 310.696 $ | -45.863 $ | -12,9 % | 356.559 $ | +3.598 $ | +1,0 % |
| Asset Dedication, LLC | 1.230.349 $ | +136.278 $ | +12,5 % | 1.094.071 $ | -82.849 $ | -7,0 % | 1.176.920 $ | +257.680 $ | +28,0 % | |||
| Van Cleef Asset Management,Inc | 1.229.394 $ | +62.828 $ | +5,4 % | 1.166.566 $ | +225.277 $ | +23,9 % | 941.289 $ | -65.052 $ | -6,5 % | 1.006.341 $ | +51.985 $ | +5,4 % |
| Orcam Financial Group | 1.226.316 $ | +604.592 $ | +97,2 % | 621.724 $ | +66.691 $ | +12,0 % | 555.033 $ | +5.605 $ | +1,0 % | |||
| Resurgent Financial Advisors LLC | 1.224.848 $ | +503.150 $ | +69,7 % | 721.698 $ | +58.789 $ | +8,9 % | 662.909 $ | +165.518 $ | +33,3 % | |||
| SVB WEALTH LLC | 1.223.885 $ | +330.803 $ | +37,0 % | 893.082 $ | +457.397 $ | +105,0 % | 435.685 $ | -520.002 $ | -54,4 % | |||
| Arkos Global Advisors | 873.000 $ | -349.000 $ | -28,6 % | 1.222.000 $ | -977.000 $ | -44,4 % | ||||||
| Segment Wealth Management, LLC | 1.220.030 $ | +244.052 $ | +25,0 % | 975.978 $ | -93.636 $ | -8,8 % | 1.069.614 $ | |||||
| High Point Wealth Management, LLC | 712.244 $ | +138.112 $ | +24,1 % | 574.132 $ | -641.052 $ | -52,8 % | 1.215.184 $ | |||||
| CFS Investment Advisory Services, LLC | 1.214.961 $ | +105.476 $ | +9,5 % | 1.109.485 $ | +109.912 $ | +11,0 % | 999.573 $ | +49.422 $ | +5,2 % | 950.151 $ | -14.399 $ | -1,5 % |
| Performance Wealth Partners, LLC | 1.209.901 $ | +334.262 $ | +38,2 % | 875.639 $ | -79.400 $ | -8,3 % | 955.039 $ | +26.231 $ | +2,8 % | |||
| WealthSpring Partners, LLC | 1.100.339 $ | -109.560 $ | -9,1 % | 1.209.899 $ | +5.565 $ | +0,5 % | 1.204.334 $ | +440.634 $ | +57,7 % | 763.700 $ | ||
| Legacy Private Trust Co. | 1.191.550 $ | +174.010 $ | +17,1 % | 1.017.540 $ | +92.357 $ | +10,0 % | 925.183 $ | -34.788 $ | -3,6 % | 959.971 $ | -377.219 $ | -28,2 % |
| AMERIFLEX GROUP, INC. | 1.190.339 $ | +399.741 $ | +50,6 % | 790.598 $ | -764.753 $ | -49,2 % | ||||||
| McMillan Office, Inc. | 1.174.380 $ | -14.460 $ | -1,2 % | 1.188.840 $ | +78.600 $ | +7,1 % | 1.110.240 $ | |||||
| Morton Capital Management LLC/CA | 1.188.617 $ | +589.179 $ | +98,3 % | 599.438 $ | -9.809 $ | -1,6 % | 609.247 $ | +10.672 $ | +1,8 % | |||
| Teamwork Financial Advisors, LLC | 483.361 $ | +275.758 $ | +132,8 % | 207.603 $ | -980.870 $ | -82,5 % | 1.188.473 $ | |||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 1.188.078 $ | +292.412 $ | +32,6 % | 895.666 $ | +332.495 $ | +59,0 % | 563.171 $ | +8.328 $ | +1,5 % | |||
| Family Investment Center, Inc. | 1.186.194 $ | +287.878 $ | +32,0 % | 898.316 $ | +477.737 $ | +113,6 % | 420.579 $ | -387.899 $ | -48,0 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 1.185.000 $ | +284.000 $ | +31,5 % | 901.000 $ | +332.000 $ | +58,3 % | 569.000 $ | +52.000 $ | +10,1 % | |||
| Operose Advisors LLC | 1.183.788 $ | +271.113 $ | +29,7 % | 912.675 $ | -131.843 $ | -12,6 % | 1.044.518 $ | +55.150 $ | +5,6 % | |||
| SEEDS INVESTOR LLC | 508.723 $ | -670.478 $ | -56,9 % | 1.179.201 $ | +1.655 $ | +0,1 % | 1.177.546 $ | +24.533 $ | +2,1 % | |||
| Midwestern Financial, LLC /IA | 1.178.613 $ | +319.495 $ | +37,2 % | 859.118 $ | -68.047 $ | -7,3 % | 927.165 $ | +5.916 $ | +0,6 % | |||
| Peck Wealth Management, LLC | 253.025 $ | -3.115 $ | -1,2 % | 256.140 $ | -920.289 $ | -78,2 % | 1.176.429 $ | -55.231 $ | -4,5 % | |||
| DELTA FINANCIAL ADVISORS LLC | 1.174.512 $ | +468.419 $ | +66,3 % | 706.093 $ | -56.732 $ | -7,4 % | 762.825 $ | +355.912 $ | +87,5 % | |||
| Gordian Advisors LLC | 1.172.902 $ | +168.312 $ | +16,8 % | 1.004.590 $ | +114.364 $ | +12,8 % | 890.226 $ | +82.874 $ | +10,3 % | |||
| Matisse Capital | 1.172.660 $ | +173.393 $ | +17,4 % | 999.267 $ | -96.336 $ | -8,8 % | 1.095.603 $ | -35.029 $ | -3,1 % | |||
| Fiera Capital Corp | 962.073 $ | -85.631 $ | -8,2 % | 1.047.704 $ | -123.479 $ | -10,5 % | 1.171.183 $ | +245.258 $ | +26,5 % | |||
| DLK Investment Management, LLC | 1.170.478 $ | |||||||||||
| Mustard Seed Financial, LLC | 1.170.285 $ | +176.096 $ | +17,7 % | 994.189 $ | +174.035 $ | +21,2 % | 820.154 $ | +10.557 $ | +1,3 % | |||
| Battery Global Advisors, LLC | 354.735 $ | +95.881 $ | +37,0 % | 258.854 $ | -908.668 $ | -77,8 % | 1.167.522 $ | +890.522 $ | +321,5 % | |||
| Cloud Capital Management, LLC | 1.167.000 $ | +358.000 $ | +44,3 % | 809.000 $ | +22.000 $ | +2,8 % | 787.000 $ | -240.000 $ | -23,4 % | |||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.164.317 $ | +175.483 $ | +17,7 % | 988.834 $ | -73.065 $ | -6,9 % | 1.061.899 $ | +52.810 $ | +5,2 % | |||
| Lauterbach Financial Advisors, LLC | 1.162.647 $ | +58.348 $ | +5,3 % | 1.104.299 $ | +183.414 $ | +19,9 % | 920.885 $ | -89.572 $ | -8,9 % | 1.010.457 $ | -215.365 $ | -17,6 % |
| R. W. Roge & Company, Inc. | 1.161.000 $ | +314.000 $ | +37,1 % | 847.000 $ | -68.000 $ | -7,4 % | 915.000 $ | +353.000 $ | +62,8 % | |||
| 2UniFi Bank | 1.094.286 $ | -66.145 $ | -5,7 % | 1.160.431 $ | +23.002 $ | +2,0 % | ||||||
| Empirical Asset Management, LLC | 1.159.043 $ | +497.489 $ | +75,2 % | 661.554 $ | -452.151 $ | -40,6 % | 1.113.705 $ | -1.237 $ | -0,1 % | |||
| Hardworking Capital Advisors, LLC | 1.155.253 $ | |||||||||||
| BCM ADVISORS, LLC | 957.723 $ | +201.424 $ | +26,6 % | 756.299 $ | -397.022 $ | -34,4 % | 1.153.321 $ | -268.329 $ | -18,9 % | |||
| BANQUE PICTET & CIE SA | 1.152.897 $ | +165.184 $ | +16,7 % | 987.713 $ | +166.047 $ | +20,2 % | 821.666 $ | +433.469 $ | +111,7 % | 388.197 $ | ||
| FIRST FINANCIAL BANKSHARES INC | 1.148.648 $ | +418.918 $ | +57,4 % | 729.730 $ | -282.675 $ | -27,9 % | 1.012.405 $ | +222.732 $ | +28,2 % | |||
| Abound Wealth Management | 1.148.418 $ | +174.187 $ | +17,9 % | 974.231 $ | +29.957 $ | +3,2 % | 944.274 $ | +12.522 $ | +1,3 % | |||
| Legacy Wealth Advisors, LLC | 1.110.256 $ | +46.675 $ | +4,4 % | 1.063.581 $ | -83.489 $ | -7,3 % | 1.147.070 $ | |||||
| Grant Private Wealth Management Inc | 871.653 $ | -274.409 $ | -23,9 % | 1.146.062 $ | +256.601 $ | +28,8 % | 889.461 $ | +419.114 $ | +89,1 % | 470.347 $ | +40.190 $ | +9,3 % |
| KPP Advisory Services LLC | 1.079.581 $ | +241.772 $ | +28,9 % | 837.809 $ | -301.846 $ | -26,5 % | 1.139.655 $ | +75.699 $ | +7,1 % | |||
| Boyce & Associates Wealth Consulting, Inc. | 1.136.712 $ | +59.406 $ | +5,5 % | 1.077.306 $ | ||||||||
| River Wealth Advisors LLC | 1.133.105 $ | +184.543 $ | +19,5 % | 948.562 $ | -14.488 $ | -1,5 % | 963.050 $ | +44.764 $ | +4,9 % | |||
| Strategic Wealth Partners, Ltd. | 616.198 $ | +46.668 $ | +8,2 % | 569.530 $ | -562.541 $ | -49,7 % | 1.132.071 $ | +330.357 $ | +41,2 % | |||
| Congress Park Capital LLC | 1.128.502 $ | +496.095 $ | +78,4 % | 632.407 $ | +72.768 $ | +13,0 % | 559.639 $ | +54.462 $ | +10,8 % | 505.177 $ | ||
| Sterling Wealth Management, Inc. | 1.128.484 $ | +161.004 $ | +16,6 % | 967.480 $ | -123.240 $ | -11,3 % | 1.090.720 $ | +17.771 $ | +1,7 % | |||
| MKT Advisors LLC | 884.318 $ | +234.750 $ | +36,1 % | 649.568 $ | -476.409 $ | -42,3 % | 1.125.977 $ | +210.047 $ | +22,9 % | 915.930 $ | +5.134 $ | +0,6 % |
| Scissortail Wealth Management, LLC | 1.124.444 $ | +303.925 $ | +37,0 % | 820.519 $ | -65.926 $ | -7,4 % | 886.445 $ | +55.446 $ | +6,7 % | |||
| FULTON BREAKEFIELD BROENNIMAN LLC | 1.124.404 $ | +122.571 $ | +12,2 % | 1.001.833 $ | -17.803 $ | -1,7 % | 1.019.636 $ | -2.177 $ | -0,2 % | |||
| Panoramic Capital Partners, LLC | 1.123.196 $ | +534.773 $ | +90,9 % | 588.423 $ | -40.888 $ | -6,5 % | 629.311 $ | +243.078 $ | +62,9 % | |||
| True Link Financial Advisors, LLC | 1.045.916 $ | -76.733 $ | -6,8 % | 1.122.649 $ | +178.756 $ | +18,9 % | 943.893 $ | +647.319 $ | +218,3 % | |||
| BCO Wealth Management LLC | 948.851 $ | -173.128 $ | -15,4 % | 1.121.979 $ | +157.107 $ | +16,3 % | 964.872 $ | -86.744 $ | -8,2 % | 1.051.616 $ | -124.837 $ | -10,6 % |
| American Capital Advisory, LLC | 1.120.973 $ | +348.134 $ | +45,0 % | 772.839 $ | -59.579 $ | -7,2 % | 832.418 $ | +6.672 $ | +0,8 % | |||
| Altiora Financial Group, LLC | 1.105.875 $ | -13.616 $ | -1,2 % | 1.119.491 $ | +74.015 $ | +7,1 % | 1.045.476 $ | -24.691 $ | -2,3 % | |||
| Optimist Retirement Group LLC | 229.067 $ | -889.689 $ | -79,5 % | 1.118.756 $ | +9.671 $ | +0,9 % | ||||||
| Indivisible Partners | 1.118.612 $ | +188.040 $ | +20,2 % | 930.572 $ | -74.236 $ | -7,4 % | 1.004.808 $ | |||||
| MPS Loria Financial Planners, LLC | 1.118.035 $ | +55.950 $ | +5,3 % | 1.062.085 $ | +287.932 $ | +37,2 % | 774.153 $ | -61.318 $ | -7,3 % | 835.471 $ | +8.754 $ | +1,1 % |
| Echo45 Advisors LLC | 1.117.602 $ | |||||||||||
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.117.170 $ | +183.497 $ | +19,7 % | 933.673 $ | -114.961 $ | -11,0 % | 1.048.634 $ | |||||
| RETIREMENT INCOME SOLUTIONS, INC | 1.048.381 $ | +0 $ | +0,0 % | 1.048.381 $ | -67.245 $ | -6,0 % | 1.115.626 $ | +151.979 $ | +15,8 % | |||
| NATURAL INVESTMENTS, LLC | 1.115.000 $ | +206.000 $ | +22,7 % | 909.000 $ | -66.000 $ | -6,8 % | 975.000 $ | -28.000 $ | -2,8 % | |||
| Princeton Global Asset Management LLC | 1.113.571 $ | +65.354 $ | +6,2 % | 1.048.217 $ | +193.649 $ | +22,7 % | 854.568 $ | -81.980 $ | -8,8 % | 936.548 $ | +15.900 $ | +1,7 % |
| GGM Financial LLC | 535.754 $ | -577.293 $ | -51,9 % | 1.113.047 $ | +1.054.252 $ | +1.793,1 % | 58.795 $ | +558 $ | +1,0 % | |||
| ROMANO BROTHERS AND COMPANY | 1.032.926 $ | -78.121 $ | -7,0 % | 1.111.047 $ | +69.776 $ | +6,7 % | 1.041.271 $ | -65.485 $ | -5,9 % | 1.106.756 $ | -32.073 $ | -2,8 % |
| BUILDER INVESTMENT GROUP INC /ADV | 1.058.779 $ | -51.539 $ | -4,6 % | 1.110.318 $ | +16.743 $ | +1,5 % | 1.093.575 $ | +86.335 $ | +8,6 % | 1.007.240 $ | +13.054 $ | +1,3 % |
| LWM ADVISORS INC | 1.108.347 $ | +67.534 $ | +6,5 % | 1.040.813 $ | +88.386 $ | +9,3 % | 952.427 $ | -42.179 $ | -4,2 % | 994.606 $ | +24.543 $ | +2,5 % |
| HARTLINE INVESTMENT CORP/ | 977.999 $ | -8.577 $ | -0,9 % | 986.576 $ | -121.711 $ | -11,0 % | 1.108.287 $ | +27.789 $ | +2,6 % | |||
| Fortitude Advisory Group L.L.C. | 1.015.407 $ | -91.813 $ | -8,3 % | 1.107.220 $ | +281.417 $ | +34,1 % | 825.803 $ | -25.763 $ | -3,0 % | 851.566 $ | +2.349 $ | +0,3 % |
| Beaumont Financial Advisors, LLC | 1.102.899 $ | +41.685 $ | +3,9 % | 1.061.214 $ | +163.108 $ | +18,2 % | 898.106 $ | +138.952 $ | +18,3 % | 759.154 $ | +43.450 $ | +6,1 % |
| Brio Consultants, LLC | 1.089.023 $ | -13.214 $ | -1,2 % | 1.102.237 $ | +535.291 $ | +94,4 % | 566.946 $ | -215.220 $ | -27,5 % | |||
| Henrickson Nauta Wealth Advisors, Inc. | 1.101.826 $ | +335.608 $ | +43,8 % | 766.218 $ | +310.770 $ | +68,2 % | 455.448 $ | +147.344 $ | +47,8 % | |||
| ROMAN BUTLER FULLERTON & CO | 1.097.937 $ | +102.921 $ | +10,3 % | 995.016 $ | +57.201 $ | +6,1 % | 937.815 $ | -41.857 $ | -4,3 % | |||
| Cadia Private Client LLC | 1.097.853 $ | +346.383 $ | +46,1 % | 751.470 $ | -56.766 $ | -7,0 % | 808.236 $ | |||||
| Ridgepath Capital Management LLC | 1.097.117 $ | +179.987 $ | +19,6 % | 917.130 $ | -87.311 $ | -8,7 % | 1.004.441 $ | +0 $ | +0,0 % | |||
| Quantum Financial Planning Services, Inc. | 1.086.855 $ | -9.740 $ | -0,9 % | 1.096.595 $ | +151.505 $ | +16,0 % | 945.090 $ | -21.024 $ | -2,2 % | 966.114 $ | +28.151 $ | +3,0 % |
| Oakmont Investment Advisors, Inc. | 1.096.455 $ | |||||||||||
| RVW Wealth, LLC | 1.093.966 $ | -2.204 $ | -0,2 % | 1.096.170 $ | +162.105 $ | +17,4 % | 934.065 $ | -53.387 $ | -5,4 % | 987.452 $ | +37.950 $ | +4,0 % |
| TRUEFG, LLC | 1.086.560 $ | -9.048 $ | -0,8 % | 1.095.608 $ | +149.846 $ | +15,8 % | 945.762 $ | -97.276 $ | -9,3 % | 1.043.038 $ | +21.848 $ | +2,1 % |
| PRAIRIE ADVISORY, LLC | 1.093.668 $ | +463.198 $ | +73,5 % | 630.470 $ | ||||||||
| RPg Family Wealth Advisory, LLC | 1.090.022 $ | +651.854 $ | +148,8 % | 438.168 $ | +189.421 $ | +76,2 % | 248.747 $ | -8.840 $ | -3,4 % | |||
| Integrity Financial Corp /WA | 1.089.354 $ | +239.945 $ | +28,2 % | 849.409 $ | -83.746 $ | -9,0 % | 933.155 $ | -70.947 $ | -7,1 % | |||
| Destiny Wealth Partners, LLC | 1.086.841 $ | |||||||||||
| Trek Financial, LLC | 840.461 $ | -246.160 $ | -22,7 % | 1.086.621 $ | +18.112 $ | +1,7 % | 1.068.509 $ | +15.024 $ | +1,4 % | |||
| Key Capital Management, INC | 1.086.386 $ | +200.644 $ | +22,7 % | 885.742 $ | -96.974 $ | -9,9 % | 982.716 $ | |||||
| Phoenix Financial Ltd. | 1.085.140 $ | -1.238.960 $ | -53,3 % | |||||||||
| PHYSICIANS FINANCIAL SERVICES, INC. | 1.085.000 $ | +293.000 $ | +37,0 % | 792.000 $ | -63.000 $ | -7,4 % | 855.000 $ | +8.000 $ | +0,9 % | |||
| Wealth Group, Ltd. | 1.085.000 $ | |||||||||||
| Tannin Capital LLC | 1.024.042 $ | +128.710 $ | +14,4 % | 895.332 $ | -186.942 $ | -17,3 % | 1.082.274 $ | |||||
| West Wealth Group, LLC | 1.080.081 $ | +481.450 $ | +80,4 % | 598.631 $ | +175.970 $ | +41,6 % | 422.661 $ | +4.212 $ | +1,0 % | 418.449 $ | -15.581 $ | -3,6 % |
| Crusonia Wealth Advisors LLC | 1.079.921 $ | +190.516 $ | +21,4 % | 889.405 $ | -117.788 $ | -11,7 % | 1.007.193 $ | |||||
| KELLEHER FINANCIAL ADVISORS | 1.078.828 $ | |||||||||||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1.070.031 $ | +13.221 $ | +1,3 % | 1.056.810 $ | +72.632 $ | +7,4 % | 984.178 $ | -93.526 $ | -8,7 % | 1.077.704 $ | -21.609 $ | -2,0 % |
| OPTIMA CAPITAL LLC | 338.949 $ | +80.905 $ | +31,4 % | 258.044 $ | -819.490 $ | -76,1 % | 1.077.534 $ | -1.172.639 $ | -52,1 % | |||
| Great Diamond Partners, LLC | 1.073.942 $ | +61.097 $ | +6,0 % | 1.012.845 $ | ||||||||
| Rodgers & Associates, LTD | 1.070.928 $ | +32.651 $ | +3,1 % | 1.038.277 $ | +143.054 $ | +16,0 % | 895.223 $ | -78.815 $ | -8,1 % | 974.038 $ | +24.216 $ | +2,5 % |
| FIDELIS CAPITAL PARTNERS, LLC | 1.070.425 $ | +242.242 $ | +29,2 % | 828.183 $ | -88.774 $ | -9,7 % | 916.957 $ | +382.370 $ | +71,5 % | |||
| NORDEN GROUP LLC | 1.067.828 $ | +58.115 $ | +5,8 % | 1.009.713 $ | +155.665 $ | +18,2 % | 854.048 $ | |||||
| LUTS & GREENLEIGH GROUP, INC. | 1.065.333 $ | +287.948 $ | +37,0 % | 777.385 $ | -74.501 $ | -8,7 % | 851.886 $ | +8.100 $ | +1,0 % | |||
| Aurora Private Wealth, Inc. | 1.064.000 $ | +137.000 $ | +14,8 % | 927.000 $ | +35.000 $ | +3,9 % | 892.000 $ | -2.000 $ | -0,2 % | 894.000 $ | ||
| Safe Harbor Fiduciary, LLC | 1.063.112 $ | +9.558 $ | +0,9 % | 1.053.554 $ | +113.083 $ | +12,0 % | 940.471 $ | |||||
| Clearview Wealth Advisors LLC | 1.059.368 $ | -196 $ | -0,0 % | |||||||||
| Nemes Rush Group LLC | 1.059.198 $ | +21.957 $ | +2,1 % | 1.037.241 $ | +98.888 $ | +10,5 % | 938.353 $ | +441.802 $ | +89,0 % | |||
| FSA Advisors, Inc. | 1.011.506 $ | +109.276 $ | +12,1 % | 902.230 $ | -155.199 $ | -14,7 % | 1.057.429 $ | |||||
| SEARLE & CO. | 1.057.315 $ | |||||||||||
| ALM First Financial Advisors, LLC | 1.050.838 $ | -3.797 $ | -0,4 % | 1.054.635 $ | +33.059 $ | +3,2 % | 1.021.576 $ | +25.192 $ | +2,5 % | 996.384 $ | +23.711 $ | +2,4 % |
| Quad-Cities Investment Group, LLC | 1.054.464 $ | +423.654 $ | +67,2 % | 630.810 $ | +414.906 $ | +192,2 % | 215.904 $ | |||||
| DOVER ADVISORS, LLC | 253.854 $ | -616.815 $ | -70,8 % | 870.669 $ | -183.650 $ | -17,4 % | 1.054.319 $ | +46.747 $ | +4,6 % | |||
| High Note Wealth, LLC | 1.053.814 $ | +283.274 $ | +36,8 % | 770.540 $ | -12.637 $ | -1,6 % | 783.177 $ | +7.428 $ | +1,0 % | |||
| MAIMON WEALTH MANAGEMENT LTD. | 1.053.039 $ | +651.819 $ | +162,5 % | 401.220 $ | -51.048 $ | -11,3 % | 452.268 $ | |||||
| BECKER CAPITAL MANAGEMENT INC | 1.048.915 $ | +283.473 $ | +37,0 % | 765.442 $ | -66.777 $ | -8,0 % | 832.219 $ | +7.894 $ | +1,0 % | |||
| Windsor Advisory Group, LLC | 1.046.590 $ | +546.495 $ | +109,3 % | 500.095 $ | -362.731 $ | -42,0 % | 862.826 $ | -20.833 $ | -2,4 % | |||
| Activest Wealth Management | 773.795 $ | +320.702 $ | +70,8 % | 453.093 $ | -562.614 $ | -55,4 % | 1.015.707 $ | -28.564 $ | -2,7 % | 1.044.271 $ | -1.266.415 $ | -54,8 % |
| Golden State Wealth Management, LLC | 950.418 $ | +324.552 $ | +51,9 % | 625.866 $ | -417.921 $ | -40,0 % | 1.043.787 $ | +47.823 $ | +4,8 % | |||
| ROI Financial Advisors, LLC | 952.257 $ | -57.787 $ | -5,7 % | 1.010.044 $ | -32.027 $ | -3,1 % | 1.042.071 $ | +14.696 $ | +1,4 % | 1.027.375 $ | -58.473 $ | -5,4 % |
| Parallax Volatility Advisers, L.P. | 1.041.617 $ | +723.522 $ | +227,5 % | 318.095 $ | ||||||||
| Ramiah Investment Group | 1.037.777 $ | -942 $ | -0,1 % | 1.038.719 $ | +213.824 $ | +25,9 % | 824.895 $ | -101.438 $ | -11,0 % | 926.333 $ | +204.538 $ | +28,3 % |
| Rollins Financial Advisors, LLC | 1.037.520 $ | +216.657 $ | +26,4 % | 820.863 $ | -119.553 $ | -12,7 % | 940.416 $ | +220.260 $ | +30,6 % | |||
| Fourth Dimension Wealth, LLC | 1.032.199 $ | +229.324 $ | +28,6 % | 802.875 $ | -104.953 $ | -11,6 % | 907.828 $ | -64.636 $ | -6,6 % | |||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 998.745 $ | +334.845 $ | +50,4 % | 663.900 $ | -367.703 $ | -35,6 % | 1.031.603 $ | +14.454 $ | +1,4 % | |||
| Yukon Wealth Management, Inc. | 286.848 $ | -717.458 $ | -71,4 % | 1.004.306 $ | -22.544 $ | -2,2 % | 1.026.850 $ | -211.079 $ | -17,1 % | |||
| HighRoad Wealth Advisors, LLC | 1.025.619 $ | +50.191 $ | +5,1 % | 975.428 $ | +263.648 $ | +37,0 % | 711.780 $ | -63.213 $ | -8,2 % | 774.993 $ | ||
| Solidarity Wealth, LLC | 970.207 $ | -55.053 $ | -5,4 % | 1.025.260 $ | +27.319 $ | +2,7 % | 997.941 $ | +6.601 $ | +0,7 % | 991.340 $ | -4.637 $ | -0,5 % |
| Gilman Hill Asset Management, LLC | 1.024.336 $ | +68.176 $ | +7,1 % | 956.160 $ | +258.440 $ | +37,0 % | 697.720 $ | -102.794 $ | -12,8 % | 800.514 $ | +7.593 $ | +1,0 % |
| Johnson Financial Group, Inc. | 1.020.876 $ | +236.890 $ | +30,2 % | 783.986 $ | -26.562 $ | -3,3 % | 810.548 $ | +12.597 $ | +1,6 % | |||
| Strait & Sound Wealth Management LLC | 1.019.627 $ | +161.701 $ | +18,8 % | 857.926 $ | +50.619 $ | +6,3 % | 807.307 $ | -232.257 $ | -22,3 % | |||
| KEB ASSET MANAGEMENT, LLC | 1.019.493 $ | +217.781 $ | +27,2 % | 801.712 $ | -83.907 $ | -9,5 % | 885.619 $ | +16.376 $ | +1,9 % | |||
| Fairvoy Private Wealth, LLC | 830.050 $ | +30.700 $ | +3,8 % | 799.350 $ | +216.056 $ | +37,0 % | 583.294 $ | -435.666 $ | -42,8 % | 1.018.960 $ | +34.444 $ | +3,5 % |
| Headlands Technologies LLC | 1.018.295 $ | +278.401 $ | +37,6 % | |||||||||
| Faithward Advisors, LLC | 1.017.444 $ | +392.598 $ | +62,8 % | 624.846 $ | -255.248 $ | -29,0 % | 880.094 $ | +32.763 $ | +3,9 % | |||
| PECAUT & CO. | 941.294 $ | +116.464 $ | +14,1 % | 824.830 $ | -190.641 $ | -18,8 % | 1.015.471 $ | +90.517 $ | +9,8 % | |||
| JGP Wealth Management, LLC | 1.014.958 $ | +99.549 $ | +10,9 % | 915.409 $ | +324.017 $ | +54,8 % | 591.392 $ | -72.958 $ | -11,0 % | 664.350 $ | +12.136 $ | +1,9 % |
| Acorn Wealth Advisors, LLC | 786.526 $ | -19.648 $ | -2,4 % | 806.174 $ | -120.651 $ | -13,0 % | 926.825 $ | -85.979 $ | -8,5 % | 1.012.804 $ | -553.099 $ | -35,3 % |
| Wealth Advisors Northwest LLC | 1.010.840 $ | +199.579 $ | +24,6 % | 811.261 $ | -27.437 $ | -3,3 % | 838.698 $ | -37.792 $ | -4,3 % | |||
| MPWM ADVISORY SOLUTIONS, LLC | 1.010.678 $ | +111.106 $ | +12,4 % | 899.572 $ | +46.200 $ | +5,4 % | 853.372 $ | +22.944 $ | +2,8 % | |||
| Invesco Ltd. | 1.008.590 $ | +550.576 $ | +120,2 % | 458.014 $ | -140.147 $ | -23,4 % | 598.161 $ | +228.989 $ | +62,0 % | |||
| VAN STRUM & TOWNE INC. | 1.007.608 $ | +124.167 $ | +14,1 % | 883.441 $ | -2.887 $ | -0,3 % | 886.328 $ | -1.338 $ | -0,2 % | |||
| KRAEMATON INVESTMENT ADVISORS, INC | 1.007.411 $ | +272.615 $ | +37,1 % | 734.796 $ | -73.033 $ | -9,0 % | 807.829 $ | +210.313 $ | +35,2 % | |||
| Wealth Care LLC | 763.859 $ | -241.401 $ | -24,0 % | 1.005.260 $ | ||||||||
| Camelot Portfolios, LLC | 971.964 $ | -33.156 $ | -3,3 % | 1.005.120 $ | +23.210 $ | +2,4 % | 981.910 $ | -7.499 $ | -0,8 % | |||
| Global Trust Asset Management, LLC | 1.004.538 $ | +54.757 $ | +5,8 % | 949.781 $ | +206.134 $ | +27,7 % | 743.647 $ | -60.588 $ | -7,5 % | 804.235 $ | -1.351.445 $ | -62,7 % |
| Bullock Wealth Management Group | 1.004.157 $ | +35.536 $ | +3,7 % | 968.621 $ | +127.219 $ | +15,1 % | 841.402 $ | -26.582 $ | -3,1 % | 867.984 $ | +4.932 $ | +0,6 % |
| Sunflower Bank, N.A. | 1.001.936 $ | +22.337 $ | +2,3 % | 979.599 $ | +19.283 $ | +2,0 % | 960.316 $ | +557.882 $ | +138,6 % | |||
| CVFG LLC | 998.332 $ | +110.335 $ | +12,4 % | 887.997 $ | -10.860 $ | -1,2 % | 898.857 $ | +23.645 $ | +2,7 % | |||
| CM WEALTH ADVISORS LLC | 998.015 $ | +150.713 $ | +17,8 % | 847.302 $ | -65.583 $ | -7,2 % | 912.885 $ | +19.018 $ | +2,1 % | |||
| Total Clarity Wealth Management, Inc. | 997.977 $ | +325.664 $ | +48,4 % | 672.313 $ | -231.976 $ | -25,7 % | 904.289 $ | +613.732 $ | +211,2 % | |||
| Winter & Associates, Inc. | 996.033 $ | +722.116 $ | +263,6 % | 273.917 $ | +65.019 $ | +31,1 % | 208.898 $ | |||||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 992.945 $ | +414.535 $ | +71,7 % | 578.410 $ | -257.532 $ | -30,8 % | 835.942 $ | -155.542 $ | -15,7 % | |||
| OxenFree Capital LLC | 919.704 $ | -71.898 $ | -7,3 % | 991.602 $ | +81.527 $ | +9,0 % | 910.075 $ | -7.341 $ | -0,8 % | 917.416 $ | +5.919 $ | +0,6 % |
| AVALON CAPITAL MANAGEMENT | 991.311 $ | +95.379 $ | +10,6 % | 895.932 $ | +84.431 $ | +10,4 % | 811.501 $ | +4.530 $ | +0,6 % | |||
| BOSTON FAMILY OFFICE LLC | 841.000 $ | -149.000 $ | -15,1 % | 990.000 $ | +201.000 $ | +25,5 % | 789.000 $ | +334.000 $ | +73,4 % | |||
| Wealth Management Strategies, Inc. | 986.143 $ | +146.601 $ | +17,5 % | 839.542 $ | -16.962 $ | -2,0 % | 856.504 $ | +210.310 $ | +32,5 % | |||
| Opal Wealth Advisors, LLC | 970.814 $ | -15.208 $ | -1,5 % | 986.022 $ | +127.055 $ | +14,8 % | 858.967 $ | -43.875 $ | -4,9 % | 902.842 $ | +12.061 $ | +1,4 % |
| Millennium Capital Advisors, LLC | 985.518 $ | +11.029 $ | +1,1 % | 974.489 $ | +220.492 $ | +29,2 % | 753.997 $ | -63.753 $ | -7,8 % | 817.750 $ | +4.596 $ | +0,6 % |
| Richard C. Young & CO., LTD. | 788.757 $ | -196.499 $ | -19,9 % | 985.256 $ | +254.049 $ | +34,7 % | 731.207 $ | -4.541 $ | -0,6 % | |||
| Parkside Financial Bank & Trust | 965.638 $ | +102.836 $ | +11,9 % | 862.802 $ | -121.046 $ | -12,3 % | 983.848 $ | +322.182 $ | +48,7 % | |||
| Heritage Financial Services, LLC | 982.397 $ | -4.134 $ | -0,4 % | |||||||||
| Valtrion Capital Management, LLC | 980.250 $ | +68.307 $ | +7,5 % | 911.943 $ | +123.046 $ | +15,6 % | 788.897 $ | -56.423 $ | -6,7 % | |||
| Quadrant Private Wealth Management, LLC | 371.362 $ | -608.759 $ | -62,1 % | 980.121 $ | +700.175 $ | +250,1 % | 279.946 $ | |||||
| STATE STREET CORP | 787.278 $ | -36.032 $ | -4,4 % | 823.310 $ | -155.850 $ | -15,9 % | 979.160 $ | +71.258 $ | +7,8 % | |||
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 978.746 $ | +177.860 $ | +22,2 % | 800.886 $ | -89.198 $ | -10,0 % | 890.084 $ | +18.558 $ | +2,1 % | |||
| TPG Financial Advisors, LLC | 978.179 $ | +229.450 $ | +30,6 % | 748.729 $ | -131.981 $ | -15,0 % | 880.710 $ | +47.485 $ | +5,7 % | |||
| Ellis Investment Partners, LLC | 741.431 $ | -186.470 $ | -20,1 % | 927.901 $ | +45.422 $ | +5,1 % | 882.479 $ | -95.638 $ | -9,8 % | 978.117 $ | +20.978 $ | +2,2 % |
| Slagle Financial, LLC | 977.411 $ | +167.336 $ | +20,7 % | 810.075 $ | +517.665 $ | +177,0 % | 292.410 $ | -48.897 $ | -14,3 % | |||
| Gradient Investments LLC | 976.561 $ | +24.312 $ | +2,6 % | 952.249 $ | +154.917 $ | +19,4 % | 797.332 $ | +105.370 $ | +15,2 % | 691.962 $ | +100.423 $ | +17,0 % |
| Advisory Resource Group | 976.267 $ | +278.077 $ | +39,8 % | 698.190 $ | -129.363 $ | -15,6 % | 827.553 $ | +8.491 $ | +1,0 % | |||
| Fragasso Financial Advisors Inc | 974.444 $ | +207.179 $ | +27,0 % | 767.265 $ | +192.938 $ | +33,6 % | 574.327 $ | -29.651 $ | -4,9 % | 603.978 $ | -1.147 $ | -0,2 % |
| Summit Financial Strategies, Inc. | 974.334 $ | +4.602 $ | +0,5 % | 969.732 $ | +109.791 $ | +12,8 % | 859.941 $ | -107.615 $ | -11,1 % | 967.556 $ | +15.319 $ | +1,6 % |
| Arlington Trust Co LLC | 974.093 $ | +634.713 $ | +187,0 % | 339.380 $ | +82.392 $ | +32,1 % | 256.988 $ | +19.909 $ | +8,4 % | 237.079 $ | -2.129.451 $ | -90,0 % |
| Joseph P. Lucia & Associates, LLC | 855.614 $ | +47.041 $ | +5,8 % | 808.573 $ | -165.453 $ | -17,0 % | 974.026 $ | +20.115 $ | +2,1 % | |||
| Centennial Advisors, LLC | 574.564 $ | -398.226 $ | -40,9 % | 972.790 $ | +539.066 $ | +124,3 % | 433.724 $ | -64.221 $ | -12,9 % | 497.945 $ | ||
| Colonial River Investments, LLC | 972.107 $ | +196.964 $ | +25,4 % | 775.143 $ | +125.530 $ | +19,3 % | 649.613 $ | -52.237 $ | -7,4 % | 701.850 $ | -223.905 $ | -24,2 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 971.459 $ | +229.593 $ | +30,9 % | 741.866 $ | -21.628 $ | -2,8 % | 763.494 $ | -166.807 $ | -17,9 % | |||
| 360 Financial, Inc. | 969.103 $ | +131.516 $ | +15,7 % | 837.587 $ | -53.260 $ | -6,0 % | 890.847 $ | +70.754 $ | +8,6 % | |||
| FINANCIAL LIFE ADVISORS | 967.282 $ | +47.337 $ | +5,1 % | 919.945 $ | +302.463 $ | +49,0 % | 617.482 $ | -54.890 $ | -8,2 % | 672.372 $ | +6.378 $ | +1,0 % |
| October Effect Ltd | 966.277 $ | +15.615 $ | +1,6 % | 950.662 $ | +236.894 $ | +33,2 % | 713.768 $ | -76.193 $ | -9,6 % | 789.961 $ | +3.760 $ | +0,5 % |
| WP Advisors, LLC | 943.496 $ | -7.757 $ | -0,8 % | 951.253 $ | +76.080 $ | +8,7 % | 875.173 $ | -88.806 $ | -9,2 % | 963.979 $ | +20.806 $ | +2,2 % |
| NorthCoast Asset Management LLC | 851.655 $ | -109.835 $ | -11,4 % | 961.490 $ | +166.904 $ | +21,0 % | 794.586 $ | -30.729.278 $ | -97,5 % | |||
| Rice Partnership, LLC | 959.946 $ | +126.001 $ | +15,1 % | 833.945 $ | -59.921 $ | -6,7 % | 893.866 $ | -182.852 $ | -17,0 % | |||
| Strategic Financial Concepts, LLC | 959.129 $ | +108.104 $ | +12,7 % | 851.025 $ | +107.955 $ | +14,5 % | ||||||
| BALYASNY ASSET MANAGEMENT L.P. | 958.567 $ | +398.090 $ | +71,0 % | 560.477 $ | ||||||||
| DRW Securities, LLC | 958.174 $ | |||||||||||
| Allegheny Financial Group | 957.602 $ | +97.032 $ | +11,3 % | 860.570 $ | -38.694 $ | -4,3 % | 899.264 $ | +90.814 $ | +11,2 % | |||
| Smith & Howard Wealth Management, LLC | 957.430 $ | +85.429 $ | +9,8 % | 872.001 $ | -49.695 $ | -5,4 % | 921.696 $ | +90.457 $ | +10,9 % | |||
| VectorGlobal IAG, Inc. | 957.215 $ | |||||||||||
| Woodward Financial Advisors, Inc. | 955.906 $ | +49.706 $ | +5,5 % | 906.200 $ | ||||||||
| MOSAIC FINANCIAL GROUP, LLC | 955.000 $ | +82.000 $ | +9,4 % | 873.000 $ | -76.000 $ | -8,0 % | 949.000 $ | +43.000 $ | +4,7 % | |||
| Cascade Wealth Advisors, Inc | 883.039 $ | +52.208 $ | +6,3 % | 830.831 $ | -122.078 $ | -12,8 % | 952.909 $ | +532.480 $ | +126,7 % | |||
| Balance Wealth Partners LLC | 949.927 $ | +256.493 $ | +37,0 % | 693.434 $ | -13.857 $ | -2,0 % | 707.291 $ | +354.681 $ | +100,6 % | |||
| Callahan Advisors, LLC | 949.734 $ | +115.957 $ | +13,9 % | 833.777 $ | -39.657 $ | -4,5 % | 873.434 $ | +42.475 $ | +5,1 % | |||
| Fulcrum Capital LLC | 878.618 $ | -68.315 $ | -7,2 % | 946.933 $ | -2.762 $ | -0,3 % | 949.695 $ | +59.162 $ | +6,6 % | 890.533 $ | -14.985 $ | -1,7 % |
| LightSquare Wealth Management, LLC | 949.065 $ | +256.708 $ | +37,1 % | 692.357 $ | ||||||||
| United Community Bank | 948.484 $ | +199.648 $ | +26,7 % | 748.836 $ | +28.361 $ | +3,9 % | 720.475 $ | +4.163 $ | +0,6 % | |||
| QP WEALTH MANAGEMENT, LLC | 947.819 $ | |||||||||||
| Colony Family Offices, LLC | 941.887 $ | +120.526 $ | +14,7 % | 821.361 $ | -125.341 $ | -13,2 % | 946.702 $ | +195.012 $ | +25,9 % | 751.690 $ | -37.591 $ | -4,8 % |
| Private Advisory Group LLC | 944.187 $ | +397.992 $ | +72,9 % | 546.195 $ | -48.191 $ | -8,1 % | 594.386 $ | +34.660 $ | +6,2 % | |||
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 941.937 $ | +602.147 $ | +177,2 % | 339.790 $ | -27.300 $ | -7,4 % | 367.090 $ | -112.993 $ | -23,5 % | |||
| Financial Guidance Group, Inc. | 941.017 $ | +46.051 $ | +5,1 % | 894.966 $ | +88.402 $ | +11,0 % | 806.564 $ | -64.806 $ | -7,4 % | 871.370 $ | -55.198 $ | -6,0 % |
| Lighthouse Wealth Management Inc. | 935.923 $ | +23.165 $ | +2,5 % | 912.758 $ | +18.466 $ | +2,1 % | 894.292 $ | +74.282 $ | +9,1 % | 820.010 $ | -18.642 $ | -2,2 % |
| MARYLAND CAPITAL ADVISORS INC. | 934.800 $ | +47.106 $ | +5,3 % | 887.694 $ | +54.569 $ | +6,5 % | 833.125 $ | -13.861 $ | -1,6 % | |||
| American Alpha Advisors, LLC | 898.578 $ | -35.716 $ | -3,8 % | 934.294 $ | +173.619 $ | +22,8 % | 760.675 $ | +22.879 $ | +3,1 % | |||
| MANCHESTER FINANCIAL INC | 933.559 $ | +8.423 $ | +0,9 % | 925.136 $ | +134.351 $ | +17,0 % | 790.785 $ | +37.832 $ | +5,0 % | 752.953 $ | +219.774 $ | +41,2 % |
| Sage Advisory Services, Ltd.Co. | 932.000 $ | +145.000 $ | +18,4 % | 787.000 $ | +17.000 $ | +2,2 % | ||||||
| Nicht ausgewiesen | 880.009 $ | -51.531 $ | -5,5 % | 931.540 $ | +49.577 $ | +5,6 % | 881.963 $ | -43.352 $ | -4,7 % | 925.315 $ | +4.722 $ | +0,5 % |
| Quantum Private Wealth, LLC | 931.215 $ | +45.572 $ | +5,1 % | 885.643 $ | +236.763 $ | +36,5 % | 648.880 $ | -52.135 $ | -7,4 % | 701.015 $ | -68.014 $ | -8,8 % |
| JOURNEY STRATEGIC WEALTH LLC | 927.239 $ | +159.924 $ | +20,8 % | 767.315 $ | +85.497 $ | +12,5 % | ||||||
| Williams & Novak Wealth Management, LLC | 926.624 $ | +11.715 $ | +1,3 % | 914.909 $ | +138.054 $ | +17,8 % | 776.855 $ | -69.784 $ | -8,2 % | 846.639 $ | -111.791 $ | -11,7 % |
| Clarity Wealth Development LLC | 870.356 $ | -55.695 $ | -6,0 % | 926.051 $ | +17.096 $ | +1,9 % | 908.955 $ | +35.176 $ | +4,0 % | |||
| Monetary Solutions, Ltd | 921.962 $ | +46.554 $ | +5,3 % | 875.408 $ | +106.414 $ | +13,8 % | 768.994 $ | -15.932 $ | -2,0 % | 784.926 $ | ||
| Montis Financial, LLC | 870.382 $ | +235.255 $ | +37,0 % | 635.127 $ | -285.323 $ | -31,0 % | 920.450 $ | -520.465 $ | -36,1 % | |||
| VPR Management LLC | 795.689 $ | -121.423 $ | -13,2 % | 917.112 $ | +249.736 $ | +37,4 % | 667.376 $ | +318 $ | +0,0 % | |||
| Ferguson Shapiro LLC | 915.916 $ | +105.345 $ | +13,0 % | 810.571 $ | +455.794 $ | +128,5 % | 354.777 $ | +544 $ | +0,2 % | 354.233 $ | +11.129 $ | +3,2 % |
| Strategic Advocates LLC | 915.448 $ | +32.541 $ | +3,7 % | 882.907 $ | +100.312 $ | +12,8 % | 782.595 $ | -177.465 $ | -18,5 % | |||
| CHEMUNG CANAL TRUST CO | 912.177 $ | +246.552 $ | +37,0 % | 665.625 $ | -53.481 $ | -7,4 % | 719.106 $ | +6.821 $ | +1,0 % | |||
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 911.981 $ | +81.374 $ | +9,8 % | 830.607 $ | -47.336 $ | -5,4 % | 877.943 $ | +86.163 $ | +10,9 % | |||
| SEI INVESTMENTS CO | 911.420 $ | +208.260 $ | +29,6 % | 703.160 $ | +249.610 $ | +55,0 % | 453.550 $ | |||||
| HHM Wealth Advisors, LLC | 764.187 $ | -88.256 $ | -10,4 % | 852.443 $ | -58.030 $ | -6,4 % | 910.473 $ | -112.745 $ | -11,0 % | |||
| BROWN WEALTH MANAGEMENT, LLC | 909.364 $ | +24.529 $ | +2,8 % | 884.835 $ | +143.729 $ | +19,4 % | 741.106 $ | -11.858 $ | -1,6 % | 752.964 $ | +130.808 $ | +21,0 % |
| Fonville Wealth Management LLC | 627.361 $ | +28.200 $ | +4,7 % | 599.161 $ | -309.395 $ | -34,1 % | 908.556 $ | +3.968 $ | +0,4 % | |||
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 908.352 $ | +245.518 $ | +37,0 % | 662.834 $ | -117.328 $ | -15,0 % | 780.162 $ | +7.400 $ | +1,0 % | |||
| DF DENT & CO INC | 906.932 $ | +179.951 $ | +24,8 % | 726.981 $ | -50.752 $ | -6,5 % | 777.733 $ | +38.103 $ | +5,2 % | |||
| Nordwand Advisors, LLC | 786.681 $ | -120.049 $ | -13,2 % | 906.730 $ | +246.909 $ | +37,4 % | 659.821 $ | +315 $ | +0,0 % | |||
| PRIVATE MANAGEMENT GROUP INC | 906.332 $ | +333.441 $ | +58,2 % | 572.891 $ | +8.972 $ | +1,6 % | 563.919 $ | +221.216 $ | +64,6 % | |||
| INTERACTIVE FINANCIAL ADVISORS, INC. | 865.279 $ | -40.617 $ | -4,5 % | 905.896 $ | +116.700 $ | +14,8 % | 789.196 $ | -508.921 $ | -39,2 % | |||
| Kohmann Bosshard Financial Services, LLC | 785.931 $ | -119.933 $ | -13,2 % | 905.864 $ | +25.510 $ | +2,9 % | 880.354 $ | +221.477 $ | +33,6 % | |||
| Hilltop Partners LLC | 903.973 $ | +485.332 $ | +115,9 % | 418.641 $ | -14.713 $ | -3,4 % | 433.354 $ | +4.186 $ | +1,0 % | |||
| Walleye Trading LLC | 903.332 $ | +582.381 $ | +181,5 % | 320.951 $ | ||||||||
| ATWOOD & PALMER INC | 903.157 $ | +43.727 $ | +5,1 % | 859.430 $ | -21.056 $ | -2,4 % | 880.486 $ | +803.686 $ | +1.046,5 % | 76.800 $ | +3.637 $ | +5,0 % |
| Summit Investment Advisory Services, LLC | 839.670 $ | +60.148 $ | +7,7 % | 779.522 $ | -119.082 $ | -13,3 % | 898.604 $ | +22.986 $ | +2,6 % | |||
| VICUS CAPITAL | 898.467 $ | +104.307 $ | +13,1 % | 794.160 $ | +24.946 $ | +3,2 % | 769.214 $ | +26.580 $ | +3,6 % | |||
| John W. Brooker & Co., CPAs | 898.327 $ | |||||||||||
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 895.401 $ | -2.197 $ | -0,2 % | 897.598 $ | +60.520 $ | +7,2 % | 837.078 $ | -12.534 $ | -1,5 % | 849.612 $ | +75.153 $ | +9,7 % |
| Eurizon Asset Management Hungary Ltd. | 198.305 $ | -699.270 $ | -77,9 % | 897.575 $ | ||||||||
| OceanIQ Capital, LLC | 896.437 $ | +2.384 $ | +0,3 % | 894.053 $ | ||||||||
| GAMMA Investing LLC | 896.198 $ | +40.103 $ | +4,7 % | 856.095 $ | +186.953 $ | +27,9 % | 669.142 $ | -1.620 $ | -0,2 % | 670.762 $ | +170.510 $ | +34,1 % |
| EVERPAR ADVISORS LLC | 893.890 $ | +362.227 $ | +68,1 % | 531.663 $ | +24.369 $ | +4,8 % | 507.294 $ | +4.812 $ | +1,0 % | |||
| Cranbrook Wealth Management, LLC | 893.502 $ | +101.556 $ | +12,8 % | 791.946 $ | -18.763 $ | -2,3 % | 810.709 $ | -16.592 $ | -2,0 % | |||
| Mezzasalma Advisors, LLC | 828.996 $ | -48.098 $ | -5,5 % | 877.094 $ | +211.729 $ | +31,8 % | 665.365 $ | -227.987 $ | -25,5 % | 893.352 $ | +10.366 $ | +1,2 % |
| Curbstone Financial Management Corp | 825.903 $ | -67.150 $ | -7,5 % | 893.053 $ | ||||||||
| Weinberger Asset Management, Inc | 893.039 $ | +151.163 $ | +20,4 % | 741.876 $ | +338.426 $ | +83,9 % | 403.450 $ | +197.605 $ | +96,0 % | |||
| Platform Technology Partners | 891.105 $ | +137.732 $ | +18,3 % | 753.373 $ | +179.256 $ | +31,2 % | 574.117 $ | +14.406 $ | +2,6 % | |||
| Privatperson | 1.983 $ | +188 $ | +10,5 % | 1.795 $ | -889.252 $ | -99,8 % | 891.047 $ | +15.555 $ | +1,8 % | |||
| Ridgeline Wealth, LLC | 887.004 $ | +113.471 $ | +14,7 % | 773.533 $ | ||||||||
| Fiscal Wisdom Wealth Management, LLC | 885.232 $ | +226.186 $ | +34,3 % | 659.046 $ | +122.398 $ | +22,8 % | 536.648 $ | -26.862 $ | -4,8 % | 563.510 $ | +210.630 $ | +59,7 % |
| FF Advisors,LLC | 882.954 $ | +45.172 $ | +5,4 % | 837.782 $ | +48.031 $ | +6,1 % | 789.751 $ | +3.011 $ | +0,4 % | 786.740 $ | +19.727 $ | +2,6 % |
| Cadence Bank | 881.691 $ | -272.206 $ | -23,6 % | |||||||||
| PEOPLES BANK /OH | 881.103 $ | +237.805 $ | +37,0 % | 643.298 $ | -94.653 $ | -12,8 % | 737.951 $ | +7.000 $ | +1,0 % | |||
| Timonier Family Office, LTD. | 879.667 $ | +186.189 $ | +26,8 % | 693.478 $ | +6.578 $ | +1,0 % | ||||||
| ANCHOR CAPITAL ADVISORS LLC | 879.100 $ | +511.660 $ | +139,2 % | 367.440 $ | ||||||||
| Rayburn West Financial Services LLC | 878.533 $ | +78.408 $ | +9,8 % | 800.125 $ | -39.821 $ | -4,7 % | 839.946 $ | |||||
| Stonebridge Capital Advisors LLC | 878.512 $ | +269.345 $ | +44,2 % | 609.167 $ | +171.975 $ | +39,3 % | 437.192 $ | +6.386 $ | +1,5 % | |||
| Sherman Asset Management, Inc. | 878.353 $ | +151.005 $ | +20,8 % | 727.348 $ | -53.606 $ | -6,9 % | 780.954 $ | +148.092 $ | +23,4 % | |||
| WEALTH MANAGEMENT RESOURCES, INC. | 877.939 $ | +47.445 $ | +5,7 % | 830.494 $ | +76.589 $ | +10,2 % | 753.905 $ | -40.061 $ | -5,0 % | 793.966 $ | +53.161 $ | +7,2 % |
| Hegarty Advisors, LLC | 877.531 $ | +244.153 $ | +38,5 % | 633.378 $ | +248.948 $ | +64,8 % | 384.430 $ | -5.892 $ | -1,5 % | 390.322 $ | ||
| Heck Capital Advisors, LLC | 875.241 $ | |||||||||||
| Lunt Capital Management, Inc. | 874.886 $ | +236.472 $ | +37,0 % | 638.414 $ | -51.295 $ | -7,4 % | 689.709 $ | +6.543 $ | +1,0 % | |||
| McGlone Suttner Wealth Management, Inc. | 682.000 $ | +36.998 $ | +5,7 % | 645.002 $ | -96.027 $ | -13,0 % | 741.029 $ | -133.392 $ | -15,3 % | 874.421 $ | -3.546 $ | -0,4 % |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 859.154 $ | -14.654 $ | -1,7 % | 873.808 $ | +11.888 $ | +1,4 % | 861.920 $ | +305.548 $ | +54,9 % | |||
| ARTHUR M. COHEN & ASSOCIATES, LLC | 836.900 $ | +26.003 $ | +3,2 % | 810.897 $ | -61.650 $ | -7,1 % | 872.547 $ | +2.579 $ | +0,3 % | |||
| Signature Wealth Management Partners, LLC | 872.463 $ | +16.980 $ | +2,0 % | 855.483 $ | +109.530 $ | +14,7 % | 745.953 $ | -55.212 $ | -6,9 % | 801.165 $ | -491 $ | -0,1 % |
| Ascentis Independent Advisors | 871.635 $ | +267.780 $ | +44,3 % | 603.855 $ | -77.287 $ | -11,3 % | ||||||
| Heritage Family Offices, LLP | 871.312 $ | +12.161 $ | +1,4 % | 859.151 $ | +23.472 $ | +2,8 % | 835.679 $ | -10.906 $ | -1,3 % | |||
| Narwhal Capital Management | 870.088 $ | +569.935 $ | +189,9 % | 300.153 $ | +6.677 $ | +2,3 % | 293.476 $ | -17.706 $ | -5,7 % | |||
| Runnymede Capital Advisors, Inc. | 869.862 $ | |||||||||||
| MBE Wealth Management, LLC | 868.780 $ | +200.232 $ | +30,0 % | 668.548 $ | -52.846 $ | -7,3 % | 721.394 $ | +18.091 $ | +2,6 % | |||
| Guild Investment Management, Inc. | 868.432 $ | |||||||||||
| ENZI WEALTH | 868.119 $ | |||||||||||
| Aureum Wealth Management, LLC | 867.793 $ | +8.600 $ | +1,0 % | 859.193 $ | +89.044 $ | +11,6 % | 770.149 $ | -37.812 $ | -4,7 % | 807.961 $ | ||
| Gradient Capital Advisors, LLC | 867.251 $ | +13.205 $ | +1,5 % | 854.046 $ | +113.516 $ | +15,3 % | 740.530 $ | -52.699 $ | -6,6 % | 793.229 $ | +95.429 $ | +13,7 % |
| TMB Capital Partners, LLC | 833.429 $ | +90.644 $ | +12,2 % | 742.785 $ | -123.975 $ | -14,3 % | 866.760 $ | +239.591 $ | +38,2 % | 627.169 $ | ||
| Sage Capital Management, LLC | 828.373 $ | -38.367 $ | -4,4 % | 866.740 $ | +14.970 $ | +1,8 % | 851.770 $ | +69.054 $ | +8,8 % | 782.716 $ | -41.732 $ | -5,1 % |
| Warner Group LLC | 866.280 $ | +550.214 $ | +174,1 % | 316.066 $ | -54.794 $ | -14,8 % | 370.860 $ | +49.809 $ | +15,5 % | |||
| EXENCIAL WEALTH ADVISORS, LLC | 864.120 $ | +507.264 $ | +142,1 % | 356.856 $ | +31.786 $ | +9,8 % | ||||||
| GSA CAPITAL PARTNERS LLP | 864.000 $ | -247.000 $ | -22,2 % | |||||||||
| KANE INVESTMENT MANAGEMENT, INC. | 862.576 $ | +219.278 $ | +34,1 % | 643.298 $ | -111.990 $ | -14,8 % | 755.288 $ | +35.537 $ | +4,9 % | |||
| NOTTINGHAM ADVISORS, INC. | 862.292 $ | +98.063 $ | +12,8 % | 764.229 $ | -23.198 $ | -2,9 % | 787.427 $ | +21.217 $ | +2,8 % | |||
| Apeiron RIA LLC | 861.508 $ | +21.743 $ | +2,6 % | 839.765 $ | +170.605 $ | +25,5 % | 669.160 $ | -35.952 $ | -5,1 % | 705.112 $ | +22.550 $ | +3,3 % |
| Taylor & Morgan Wealth Management, LLC | 860.464 $ | +15.836 $ | +1,9 % | 844.628 $ | +485.302 $ | +135,1 % | 359.326 $ | -38.670 $ | -9,7 % | 397.996 $ | -353.120 $ | -47,0 % |
| TRB Wealth Management, LLC | 858.766 $ | +82.310 $ | +10,6 % | 776.456 $ | ||||||||
| DiPaolo Financial Group, Inc. | 857.999 $ | +120.132 $ | +16,3 % | 737.867 $ | -90.738 $ | -11,0 % | 828.605 $ | |||||
| CAPITAL INSIGHT PARTNERS, LLC | 856.931 $ | -38.510 $ | -4,3 % | |||||||||
| Fjell Capital, LLC | 856.046 $ | +230.717 $ | +36,9 % | 625.329 $ | +171.811 $ | +37,9 % | 453.518 $ | -242.524 $ | -34,8 % | 696.042 $ | -82.316 $ | -10,6 % |
| Aegis Wealth Management LLC | 830.922 $ | +23.541 $ | +2,9 % | 807.381 $ | -47.294 $ | -5,5 % | 854.675 $ | +20.146 $ | +2,4 % | |||
| Swisher Financial Concepts, Inc. | 449.142 $ | -392.172 $ | -46,6 % | 841.314 $ | -11.821 $ | -1,4 % | 853.135 $ | +620 $ | +0,1 % | |||
| Hudson Capital Management LLC | 568.642 $ | -283.875 $ | -33,3 % | 852.517 $ | ||||||||
| Verus Financial Partners, Inc. | 851.506 $ | +23.052 $ | +2,8 % | 828.454 $ | +90.158 $ | +12,2 % | 738.296 $ | +90.657 $ | +14,0 % | |||
| Pathfinder Wealth Consulting, Inc. | 778.978 $ | -72.065 $ | -8,5 % | 851.043 $ | ||||||||
| Riverview Capital Advisers, LLC | 848.231 $ | +229.764 $ | +37,2 % | 618.467 $ | -48.985 $ | -7,3 % | 667.452 $ | +6.483 $ | +1,0 % | |||
| Nicht ausgewiesen | 847.158 $ | +228.978 $ | +37,0 % | 618.180 $ | +547.244 $ | +771,5 % | ||||||
| American Money Management, LLC | 844.593 $ | +41.025 $ | +5,1 % | 803.568 $ | +1.721 $ | +0,2 % | 801.847 $ | -137.234 $ | -14,6 % | |||
| Advisor Resource Council | 841.706 $ | +631.833 $ | +301,1 % | 209.873 $ | -15.299 $ | -6,8 % | 225.172 $ | |||||
| Johnson Financial Group, LLC | 841.599 $ | +76.752 $ | +10,0 % | 764.847 $ | +2.289 $ | +0,3 % | 762.558 $ | +3.012 $ | +0,4 % | |||
| YARGER WEALTH STRATEGIES, LLC | 813.182 $ | -28.223 $ | -3,4 % | 841.405 $ | +159.736 $ | +23,4 % | 681.669 $ | +10.698 $ | +1,6 % | |||
| Trevian Wealth Management LLC | 840.301 $ | +172.559 $ | +25,8 % | 667.742 $ | -72.075 $ | -9,7 % | 739.817 $ | +14.642 $ | +2,0 % | |||
| OARSMAN CAPITAL, INC. | 838.037 $ | +388.658 $ | +86,5 % | 449.379 $ | -45.119 $ | -9,1 % | 494.498 $ | -5.308 $ | -1,1 % | |||
| Fusion Family Wealth, LLC | 837.985 $ | +142.015 $ | +20,4 % | 695.970 $ | +231.554 $ | +49,9 % | 464.416 $ | +11.251 $ | +2,5 % | |||
| MWA Asset Management | 837.784 $ | +163.739 $ | +24,3 % | 674.045 $ | -116.863 $ | -14,8 % | 790.908 $ | -53.708 $ | -6,4 % | |||
| GeoWealth Management, LLC | 795.686 $ | +270.497 $ | +51,5 % | 525.189 $ | -312.361 $ | -37,3 % | 837.550 $ | +256.151 $ | +44,1 % | |||
| J. L. Bainbridge & Co., Inc. | 837.465 $ | +40.962 $ | +5,1 % | 796.503 $ | +211.100 $ | +36,1 % | 585.403 $ | -63.835 $ | -9,8 % | 649.238 $ | -121.565 $ | -15,8 % |
| FORTRESS PRIVATE LEDGER, LLC | 837.020 $ | +334.630 $ | +66,6 % | 502.390 $ | ||||||||
| Miller Financial Services LLC | 826.797 $ | -7.599 $ | -0,9 % | 834.396 $ | +276.337 $ | +49,5 % | 558.059 $ | -195.660 $ | -26,0 % | 753.719 $ | +221.089 $ | +41,5 % |
| ELEVATE WEALTH ADVISORY, INC | 834.370 $ | +120.549 $ | +16,9 % | 713.821 $ | +120.921 $ | +20,4 % | 592.900 $ | -156.063 $ | -20,8 % | |||
| Sepio Capital, LP | 832.689 $ | +40.869 $ | +5,2 % | 791.820 $ | +145.034 $ | +22,4 % | 646.786 $ | -51.968 $ | -7,4 % | 698.754 $ | -411.259 $ | -37,0 % |
| ALONGSIDE, LLC | 832.314 $ | +38.296 $ | +4,8 % | 794.018 $ | ||||||||
| 49 WEALTH MANAGEMENT, LLC | 832.314 $ | +610.602 $ | +275,4 % | 221.712 $ | -48.563 $ | -18,0 % | 270.275 $ | -336.518 $ | -55,5 % | |||
| MCF Advisors LLC | 830.173 $ | +106.814 $ | +14,8 % | 723.359 $ | +463.378 $ | +178,2 % | 259.981 $ | +141.023 $ | +118,5 % | |||
| Greykasell Wealth Strategies, Inc. | 826.981 $ | +172.984 $ | +26,5 % | 653.997 $ | +7.092 $ | +1,1 % | 646.905 $ | +97.451 $ | +17,7 % | |||
| KLCM Advisors, Inc. | 505.789 $ | +233.459 $ | +85,7 % | 272.330 $ | -554.528 $ | -67,1 % | 826.858 $ | |||||
| Glassman Wealth Services | 826.708 $ | +297.329 $ | +56,2 % | 529.379 $ | -265.013 $ | -33,4 % | 794.392 $ | +276.019 $ | +53,2 % | |||
| Hardin Capital Partners, LLC | 826.250 $ | +551.703 $ | +201,0 % | 274.547 $ | -183.252 $ | -40,0 % | 457.799 $ | +208.764 $ | +83,8 % | 249.035 $ | +24.441 $ | +10,9 % |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 826.000 $ | +223.000 $ | +37,0 % | 603.000 $ | -48.000 $ | -7,4 % | 651.000 $ | +6.000 $ | +0,9 % | |||
| JMG Financial Group, Ltd. | 825.974 $ | +256.531 $ | +45,0 % | 569.443 $ | -19.860 $ | -3,4 % | 589.303 $ | +2.683 $ | +0,5 % | |||
| Vantage Financial Partners, LLC | 825.620 $ | +3.231 $ | +0,4 % | |||||||||
| Spartan Wealth Advisory Services LLC | 823.644 $ | +582.024 $ | +240,9 % | 241.620 $ | ||||||||
| Serenus Wealth Advisors, LLC | 823.277 $ | +135.062 $ | +19,6 % | 688.215 $ | -105.129 $ | -13,3 % | 793.344 $ | +577 $ | +0,1 % | |||
| Sage Capital Advisors,llc | 815.792 $ | -5.978 $ | -0,7 % | 821.770 $ | +125.615 $ | +18,0 % | 696.155 $ | |||||
| Centurion Wealth Management LLC | 725.367 $ | -94.837 $ | -11,6 % | 820.204 $ | +14.961 $ | +1,9 % | ||||||
| Emerald Advisors, LLC | 818.518 $ | +10.262 $ | +1,3 % | 808.256 $ | +118.579 $ | +17,2 % | 689.677 $ | -3.713 $ | -0,5 % | 693.390 $ | -1.765 $ | -0,3 % |
| Vawter Financial, Ltd. | 818.140 $ | +62.518 $ | +8,3 % | 755.622 $ | +206.816 $ | +37,7 % | 548.806 $ | +110.686 $ | +25,3 % | |||
| FWL INVESTMENT MANAGEMENT, LLC | 817.416 $ | +166.959 $ | +25,7 % | 650.457 $ | -64.541 $ | -9,0 % | 714.998 $ | +5.545 $ | +0,8 % | |||
| JACKSON SQUARE CAPITAL, LLC | 816.952 $ | +26.200 $ | +3,3 % | 790.752 $ | +117.496 $ | +17,5 % | 673.256 $ | -51.178 $ | -7,1 % | 724.434 $ | +17.988 $ | +2,5 % |
| Asempa Wealth Advisors | 816.744 $ | +43.202 $ | +5,6 % | 773.542 $ | +119.847 $ | +18,3 % | 653.695 $ | -59.276 $ | -8,3 % | 712.971 $ | ||
| Davis Capital Management | 815.919 $ | +62.782 $ | +8,3 % | 753.137 $ | +49.959 $ | +7,1 % | 703.178 $ | -6.326 $ | -0,9 % | 709.504 $ | -21.714 $ | -3,0 % |
| Nearside Advisors, LLC | 814.342 $ | |||||||||||
| Coordinated Financial Services, Inc. | 797.193 $ | -15.916 $ | -2,0 % | 813.109 $ | -4.025 $ | -0,5 % | ||||||
| X-Square Capital, LLC | 813.000 $ | +233.000 $ | +40,2 % | 580.000 $ | +307.000 $ | +112,5 % | 273.000 $ | -1.000 $ | -0,4 % | |||
| TRED AVON FAMILY WEALTH, LLC | 810.572 $ | +45.644 $ | +6,0 % | 764.928 $ | +206.752 $ | +37,0 % | 558.176 $ | |||||
| Peoples Bank/KS | 778.560 $ | +9.649 $ | +1,3 % | 768.911 $ | +17.180 $ | +2,3 % | 751.731 $ | -57.642 $ | -7,1 % | 809.373 $ | -53.622 $ | -6,2 % |
| Buttonwood Financial Advisors Inc. | 800.782 $ | +32.792 $ | +4,3 % | 767.990 $ | +94.613 $ | +14,1 % | 673.377 $ | -134.256 $ | -16,6 % | 807.633 $ | +11.800 $ | +1,5 % |
| Bluebird Wealth Management LLC | 807.327 $ | +72.036 $ | +9,8 % | 735.291 $ | -41.904 $ | -5,4 % | 777.195 $ | |||||
| OPPENHEIMER ASSET MANAGEMENT INC. | 316.583 $ | -429.666 $ | -57,6 % | 746.249 $ | -59.730 $ | -7,4 % | 805.979 $ | +562.229 $ | +230,7 % | |||
| MORRIS FINANCIAL CONCEPTS, INC. | 805.348 $ | +79.763 $ | +11,0 % | 725.585 $ | -76.156 $ | -9,5 % | 801.741 $ | +13.514 $ | +1,7 % | |||
| Marathon Wealth Advisors LLC | 804.759 $ | +73.380 $ | +10,0 % | 731.379 $ | -39.877 $ | -5,2 % | 771.256 $ | |||||
| S.A. Mason LLC | 802.178 $ | +58.982 $ | +7,9 % | 743.196 $ | +141.660 $ | +23,5 % | 601.536 $ | -58.401 $ | -8,8 % | 659.937 $ | +96.636 $ | +17,2 % |
| Stronghold Wealth Management L.L.C. | 773.244 $ | -10.783 $ | -1,4 % | 784.027 $ | -17.659 $ | -2,2 % | 801.686 $ | +17.922 $ | +2,3 % | 783.764 $ | ||
| SeaBridge Investment Advisors LLC | 799.905 $ | +282.896 $ | +54,7 % | 517.009 $ | -41.322 $ | -7,4 % | 558.331 $ | +5.501 $ | +1,0 % | |||
| COWA, LLC | 667.525 $ | +34.401 $ | +5,4 % | 633.124 $ | -165.164 $ | -20,7 % | 798.288 $ | +210.575 $ | +35,8 % | |||
| Ally Invest Advisors Inc. | 797.900 $ | +126.437 $ | +18,8 % | 671.463 $ | +17.833 $ | +2,7 % | 653.630 $ | -40.716 $ | -5,9 % | |||
| Peirce Capital Management, LLC | 797.516 $ | +19.587 $ | +2,5 % | 777.929 $ | +117.651 $ | +17,8 % | 660.278 $ | -50.879 $ | -7,2 % | 711.157 $ | +15.025 $ | +2,2 % |
| Gilbert & Cook, Inc. | 796.742 $ | +81.371 $ | +11,4 % | 715.371 $ | -15.888 $ | -2,2 % | 731.259 $ | -83.484 $ | -10,2 % | |||
| QTR Family Wealth, LLC | 796.212 $ | +188.941 $ | +31,1 % | 607.271 $ | +17.108 $ | +2,9 % | 590.163 $ | -12.536 $ | -2,1 % | |||
| FreeGulliver LLC | 779.325 $ | -16.764 $ | -2,1 % | 796.089 $ | +110.067 $ | +16,0 % | 686.022 $ | +390.646 $ | +132,3 % | |||
| Five Pine Wealth Management | 795.226 $ | +5 $ | +0,0 % | 795.221 $ | +90.542 $ | +12,8 % | 704.679 $ | -28.569 $ | -3,9 % | 733.248 $ | +20.777 $ | +2,9 % |
| Manhattan West Asset Management, LLC | 794.373 $ | |||||||||||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 268.666 $ | -4.209 $ | -1,5 % | 272.875 $ | -294.350 $ | -51,9 % | 567.225 $ | -226.540 $ | -28,5 % | 793.765 $ | ||
| Mason & Associates, LLC | 792.158 $ | +416.343 $ | +110,8 % | 375.815 $ | +61.654 $ | +19,6 % | 314.161 $ | -38.757 $ | -11,0 % | 352.918 $ | +39.843 $ | +12,7 % |
| River Street Advisors LLC | 617.396 $ | -97.117 $ | -13,6 % | 714.513 $ | -77.553 $ | -9,8 % | 792.066 $ | +18.875 $ | +2,4 % | 773.191 $ | -37.011 $ | -4,6 % |
| WealthBridge Capital Management, LLC | 791.972 $ | +39.235 $ | +5,2 % | 752.737 $ | +204.329 $ | +37,3 % | 548.408 $ | -44.063 $ | -7,4 % | 592.471 $ | +3.380 $ | +0,6 % |
| Invst, LLC | 791.149 $ | +540.096 $ | +215,1 % | 251.053 $ | +16.712 $ | +7,1 % | 234.341 $ | -25.672 $ | -9,9 % | |||
| CALDWELL SUTTER CAPITAL, INC. | 700.711 $ | -90.328 $ | -11,4 % | 791.039 $ | +170.533 $ | +27,5 % | 620.506 $ | +7.243 $ | +1,2 % | |||
| Aspire Growth Partners LLC | 790.861 $ | +35.558 $ | +4,7 % | 755.303 $ | -32.048 $ | -4,1 % | 787.351 $ | +507.176 $ | +181,0 % | |||
| Godshalk Welsh Capital Management, Inc. | 789.912 $ | +147.018 $ | +22,9 % | 642.894 $ | -57.425 $ | -8,2 % | 700.319 $ | -1.036 $ | -0,1 % | |||
| Intellus Advisors LLC | 789.907 $ | +163.819 $ | +26,2 % | 626.088 $ | -92.302 $ | -12,8 % | 718.390 $ | +14.053 $ | +2,0 % | |||
| Astra Wealth Partners LLC | 789.726 $ | +384.351 $ | +94,8 % | 405.375 $ | -32.571 $ | -7,4 % | 437.946 $ | +4.154 $ | +1,0 % | |||
| Next Level Private LLC | 789.030 $ | +30.534 $ | +4,0 % | 758.496 $ | +235.824 $ | +45,1 % | 522.672 $ | +46.539 $ | +9,8 % | 476.133 $ | +14.814 $ | +3,2 % |
| EVERMAY WEALTH MANAGEMENT LLC | 419.299 $ | -358.317 $ | -46,1 % | 777.616 $ | -10.423 $ | -1,3 % | 788.039 $ | -7.683 $ | -1,0 % | |||
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 787.116 $ | +163.903 $ | +26,3 % | 623.213 $ | -56.054 $ | -8,3 % | 679.267 $ | -891 $ | -0,1 % | |||
| Integris Wealth Management, LLC | 786.708 $ | +39.266 $ | +5,3 % | 747.442 $ | +137.587 $ | +22,6 % | 609.855 $ | -132.049 $ | -17,8 % | 741.904 $ | -7.312 $ | -1,0 % |
| Wealthquest Corp | 630.204 $ | -156.288 $ | -19,9 % | 786.492 $ | +382.351 $ | +94,6 % | 404.141 $ | |||||
| Wealth Management Nebraska | 785.490 $ | +145.885 $ | +22,8 % | 639.605 $ | +35.467 $ | +5,9 % | 604.138 $ | +150.832 $ | +33,3 % | |||
| HARRELL INVESTMENT PARTNERS, LLC | 696.632 $ | -73.886 $ | -9,6 % | 770.518 $ | +63.175 $ | +8,9 % | 707.343 $ | -74.241 $ | -9,5 % | 781.584 $ | +13.174 $ | +1,7 % |
| Capstone Wealth Management Group, Inc. | 777.063 $ | +55.642 $ | +7,7 % | 721.421 $ | ||||||||
| Resolute Wealth Strategies, LLC | 766.146 $ | +126.706 $ | +19,8 % | 639.440 $ | -134.672 $ | -17,4 % | 774.112 $ | -10.790 $ | -1,4 % | |||
| True North Advisors, LLC | 773.385 $ | +4.216 $ | +0,5 % | 769.169 $ | ||||||||
| Quantbot Technologies LP | 769.321 $ | +458.320 $ | +147,4 % | 311.001 $ | -399.060 $ | -56,2 % | 710.061 $ | |||||
| Legacy Wealth Management, LLC / MS | 768.268 $ | +207.685 $ | +37,0 % | 560.583 $ | -45.000 $ | -7,4 % | 605.583 $ | +5.783 $ | +1,0 % | |||
| Zinnia Wealth Advisory, LLC | 767.894 $ | +125.976 $ | +19,6 % | 641.918 $ | -79.191 $ | -11,0 % | 721.109 $ | |||||
| Saxony Capital Management, LLC | 766.809 $ | +201.045 $ | +35,5 % | 565.764 $ | +141.499 $ | +33,4 % | 424.265 $ | -116.992 $ | -21,6 % | 541.257 $ | +16.345 $ | +3,1 % |
| Ameraudi Asset Management, Inc. | 766.066 $ | +115.686 $ | +17,8 % | 650.380 $ | -50.341 $ | -7,2 % | 700.721 $ | +14.598 $ | +2,1 % | |||
| RF&L WEALTH MANAGEMENT, LLC | 377.549 $ | +19.316 $ | +5,4 % | 358.233 $ | -379.472 $ | -51,4 % | 737.705 $ | -27.683 $ | -3,6 % | 765.388 $ | +18.843 $ | +2,5 % |
| Aaron Wealth Advisors LLC | 764.074 $ | +37.392 $ | +5,1 % | 726.682 $ | +196.415 $ | +37,0 % | 530.267 $ | -42.606 $ | -7,4 % | 572.873 $ | +5.434 $ | +1,0 % |
| AAF Wealth Management, LLC | 457.749 $ | -305.407 $ | -40,0 % | 763.156 $ | ||||||||
| Independent Solutions Wealth Management, LLC | 762.180 $ | +125.039 $ | +19,6 % | 637.141 $ | ||||||||
| LAFFER TENGLER INVESTMENTS, INC. | 737.982 $ | +39.441 $ | +5,6 % | 698.541 $ | -63.554 $ | -8,3 % | 762.095 $ | +17.907 $ | +2,4 % | |||
| Legacy Advisory Services, LLC | 438.341 $ | -321.903 $ | -42,3 % | 760.244 $ | +142.239 $ | +23,0 % | 618.005 $ | -34.688 $ | -5,3 % | 652.693 $ | -11.372 $ | -1,7 % |
| Kingsbury Capital Investment Advisors LLC | 759.559 $ | +524.006 $ | +222,5 % | 235.553 $ | ||||||||
| KMT WEALTH MANAGEMENT, LLC | 759.559 $ | |||||||||||
| 1834 INVESTMENT ADVISORS CO | 759.551 $ | +37.171 $ | +5,1 % | 722.380 $ | +186.525 $ | +34,8 % | 535.855 $ | -43.055 $ | -7,4 % | 578.910 $ | +5.492 $ | +1,0 % |
| Noble Wealth Management PBC | 686.778 $ | -24.326 $ | -3,4 % | 711.104 $ | -36.927 $ | -4,9 % | 748.031 $ | -10.714 $ | -1,4 % | 758.745 $ | -119.947 $ | -13,7 % |
| Capstone Wealth Management Group LLC | 533.218 $ | -225.485 $ | -29,7 % | 758.703 $ | +458.095 $ | +152,4 % | ||||||
| Penobscot Investment Management Company, Inc. | 758.235 $ | +204.943 $ | +37,0 % | 553.292 $ | -44.456 $ | -7,4 % | 597.748 $ | +5.670 $ | +1,0 % | |||
| SWMG, LLC | 755.314 $ | +469.908 $ | +164,6 % | 285.406 $ | -14.213 $ | -4,7 % | 299.619 $ | -90.585 $ | -23,2 % | |||
| NFSG Corp | 755.099 $ | +203.621 $ | +36,9 % | 551.478 $ | +104.456 $ | +23,4 % | 447.022 $ | +1.244 $ | +0,3 % | 445.778 $ | -442.544 $ | -49,8 % |
| Measured Wealth Private Client Group, LLC | 754.244 $ | +137.952 $ | +22,4 % | 616.292 $ | -75.900 $ | -11,0 % | 692.192 $ | -55.490 $ | -7,4 % | |||
| STEVENS CAPITAL PARTNERS | 754.063 $ | +180.082 $ | +31,4 % | 573.981 $ | -104.781 $ | -15,4 % | 678.762 $ | +3.759 $ | +0,6 % | |||
| ALPINE WOODS CAPITAL INVESTORS, LLC | 678.874 $ | +183.493 $ | +37,0 % | 495.381 $ | -258.399 $ | -34,3 % | 753.780 $ | +7.150 $ | +1,0 % | |||
| Meridian Wealth Partners, LLC | 752.541 $ | +204.164 $ | +37,2 % | 548.377 $ | +87.213 $ | +18,9 % | 461.164 $ | +112.636 $ | +32,3 % | |||
| TrueWealth Advisors, LLC | 751.817 $ | +5.287 $ | +0,7 % | 746.530 $ | +158.685 $ | +27,0 % | 587.845 $ | -50.972 $ | -8,0 % | 638.817 $ | +2.366 $ | +0,4 % |
| LS Investment Advisors, LLC | 599.909 $ | -151.722 $ | -20,2 % | 751.631 $ | +123.309 $ | +19,6 % | 628.322 $ | -106.409 $ | -14,5 % | 734.731 $ | +18.423 $ | +2,6 % |
| Andrews Advisory Associates, LLC | 732.133 $ | -18.593 $ | -2,5 % | 750.726 $ | +113.369 $ | +17,8 % | 637.357 $ | -15.827 $ | -2,4 % | 653.184 $ | ||
| Tiller Private Wealth, Inc. | 750.415 $ | +49.690 $ | +7,1 % | 700.725 $ | -31.981 $ | -4,4 % | 732.706 $ | +63.909 $ | +9,6 % | |||
| Opes Wealth Management LLC | 749.435 $ | +61.095 $ | +8,9 % | 688.340 $ | +15.035 $ | +2,2 % | ||||||
| AMG Asset Management Group, Inc. | 747.939 $ | |||||||||||
| FWG Investments, LLC. | 745.820 $ | +519.831 $ | +230,0 % | 225.989 $ | ||||||||
| LEGACY FINANCIAL GROUP, INC. | 744.119 $ | +36.451 $ | +5,2 % | 707.668 $ | +176.277 $ | +33,2 % | 531.391 $ | -42.671 $ | -7,4 % | 574.062 $ | -13.196 $ | -2,2 % |
| BURNS J W & CO INC/NY | 744.111 $ | +447.821 $ | +151,1 % | 296.290 $ | +77.206 $ | +35,2 % | 219.084 $ | -17.603 $ | -7,4 % | 236.687 $ | +11.205 $ | +5,0 % |
| Rakuten Securities, Inc. | 696.865 $ | -46.374 $ | -6,2 % | 743.239 $ | +45.293 $ | +6,5 % | 697.946 $ | +149.038 $ | +27,2 % | |||
| COURIER CAPITAL LLC | 479.054 $ | -257.021 $ | -34,9 % | 736.075 $ | +114.784 $ | +18,5 % | 621.291 $ | -121.767 $ | -16,4 % | 743.058 $ | -11.520 $ | -1,5 % |
| MEMBERS WEALTH LLC | 636.094 $ | +70.423 $ | +12,4 % | 565.671 $ | -175.371 $ | -23,7 % | 741.042 $ | +59.513 $ | +8,7 % | 681.529 $ | -33.669 $ | -4,7 % |
| Matrix Trust Co | 537.000 $ | -192.000 $ | -26,3 % | 729.000 $ | +24.000 $ | +3,4 % | 705.000 $ | -36.000 $ | -4,9 % | 741.000 $ | -155.000 $ | -17,3 % |
| Privatperson | 740.135 $ | +41.562 $ | +5,9 % | 698.573 $ | +137.563 $ | +24,5 % | 561.010 $ | -34.204 $ | -5,7 % | 595.214 $ | +4.123 $ | +0,7 % |
| Essex Bank | 740.070 $ | +105.182 $ | +16,6 % | 634.888 $ | +267.894 $ | +73,0 % | 366.994 $ | -67.176 $ | -15,5 % | 434.170 $ | ||
| SPRENG CAPITAL MANAGEMENT, INC. | 696.901 $ | +129.408 $ | +22,8 % | 567.493 $ | -171.712 $ | -23,2 % | 739.205 $ | +10.565 $ | +1,4 % | |||
| Tanager Wealth Management LLP | 736.294 $ | +22.824 $ | +3,2 % | 713.470 $ | +311.583 $ | +77,5 % | 401.887 $ | -32.290 $ | -7,4 % | 434.177 $ | +4.118 $ | +1,0 % |
| Meredith Wealth Planning | 735.351 $ | +236.979 $ | +47,6 % | 498.372 $ | -76.763 $ | -13,3 % | 575.135 $ | +183.023 $ | +46,7 % | 392.112 $ | +39.911 $ | +11,3 % |
| Hamilton Point Investment Advisors, LLC | 734.331 $ | +198.482 $ | +37,0 % | 535.849 $ | -43.054 $ | -7,4 % | 578.903 $ | +5.491 $ | +1,0 % | |||
| Seven Hills Financial, LLC | 734.251 $ | |||||||||||
| Trinity Financial Advisors LLC | 732.267 $ | +74.585 $ | +11,3 % | 657.682 $ | +174.414 $ | +36,1 % | 483.268 $ | +132.003 $ | +37,6 % | 351.265 $ | -533.763 $ | -60,3 % |
| Viewpoint Capital Management LLC | 727.263 $ | +130.142 $ | +21,8 % | 597.121 $ | -54.743 $ | -8,4 % | 651.864 $ | +4.271 $ | +0,7 % | |||
| Cottage Street Advisors LLC | 726.270 $ | +406.913 $ | +127,4 % | 319.357 $ | +86.319 $ | +37,0 % | 233.038 $ | -18.725 $ | -7,4 % | 251.763 $ | +2.389 $ | +1,0 % |
| SITTNER & NELSON, LLC | 684.509 $ | -41.331 $ | -5,7 % | 725.840 $ | +79.021 $ | +12,2 % | 646.819 $ | +92.472 $ | +16,7 % | |||
| MSH Capital Advisors LLC | 725.449 $ | +329.136 $ | +83,0 % | 396.313 $ | -30.676 $ | -7,2 % | 426.989 $ | +8.896 $ | +2,1 % | |||
| Armor Investment Advisors, LLC | 725.383 $ | +159.744 $ | +28,2 % | 565.639 $ | -41.118 $ | -6,8 % | 606.757 $ | +19.701 $ | +3,4 % | |||
| Evelyn Partners Investment Management LLP | 679.141 $ | -45.874 $ | -6,3 % | 725.015 $ | +7.265 $ | +1,0 % | ||||||
| SG Americas Securities, LLC | 117.000 $ | -359.000 $ | -75,4 % | 476.000 $ | -249.000 $ | -34,3 % | 725.000 $ | +624.000 $ | +617,8 % | |||
| Foguth Wealth Management, LLC. | 723.838 $ | +110.364 $ | +18,0 % | 613.474 $ | -62.279 $ | -9,2 % | 675.753 $ | -47.720 $ | -6,6 % | 723.473 $ | ||
| CORRECT CAPITAL WEALTH MANAGEMENT | 718.076 $ | +194.088 $ | +37,0 % | 523.988 $ | -42.101 $ | -7,4 % | 566.089 $ | +5.370 $ | +1,0 % | |||
| Fairscale Capital, LLC | 714.306 $ | +106.867 $ | +17,6 % | 607.439 $ | -16.473 $ | -2,6 % | 623.912 $ | +64.709 $ | +11,6 % | |||
| Delta Investment Management, LLC | 713.392 $ | +242.040 $ | +51,4 % | 471.352 $ | +212.405 $ | +82,0 % | 258.947 $ | |||||
| KERR FINANCIAL PLANNING Corp | 500.759 $ | -39.714 $ | -7,3 % | 540.473 $ | -170.905 $ | -24,0 % | 711.378 $ | +214.442 $ | +43,2 % | |||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 53.211 $ | -118.291 $ | -69,0 % | 171.502 $ | -9.374 $ | -5,2 % | 180.876 $ | -528.863 $ | -74,5 % | 709.739 $ | +703.446 $ | +11.178,2 % |
| Lewis Asset Management, LLC | 685.528 $ | -23.581 $ | -3,3 % | 709.109 $ | +57.945 $ | +8,9 % | 651.164 $ | -18.171 $ | -2,7 % | 669.335 $ | +661 $ | +0,1 % |
| Essex LLC | 705.367 $ | +28.158 $ | +4,2 % | 677.209 $ | +102.317 $ | +17,8 % | 574.892 $ | +275.151 $ | +91,8 % | 299.741 $ | -11.050 $ | -3,6 % |
| Fermata Advisors, LLC | 703.829 $ | +61.981 $ | +9,7 % | 641.848 $ | +173.767 $ | +37,1 % | 468.081 $ | -37.086 $ | -7,3 % | 505.167 $ | +5.284 $ | +1,1 % |
| PRUDENT INVESTORS NETWORK, INC. | 702.533 $ | +485.214 $ | +223,3 % | 217.319 $ | -99.316 $ | -31,4 % | 316.635 $ | +27.181 $ | +9,4 % | |||
| Friday Financial | 700.079 $ | +71.380 $ | +11,4 % | 628.699 $ | +147.970 $ | +30,8 % | 480.729 $ | -38.625 $ | -7,4 % | 519.354 $ | ||
| Garrett Wealth Advisory Group, LLC | 697.720 $ | +34.145 $ | +5,1 % | 663.575 $ | +179.357 $ | +37,0 % | 484.218 $ | -38.906 $ | -7,4 % | 523.124 $ | -17.437 $ | -3,2 % |
| ASSET PLANNING SERVICES INC /LA/ /ADV | 697.000 $ | +10.000 $ | +1,5 % | 687.000 $ | +146.000 $ | +27,0 % | 541.000 $ | -70.000 $ | -11,5 % | 611.000 $ | -4.000 $ | -0,7 % |
| Investors Research Corp | 696.593 $ | +105.096 $ | +17,8 % | 591.497 $ | +64.386 $ | +12,2 % | 527.111 $ | +20.726 $ | +4,1 % | 506.385 $ | +7.980 $ | +1,6 % |
| WEST BANCORPORATION INC | 695.487 $ | +192.652 $ | +38,3 % | 502.835 $ | +30.729 $ | +6,5 % | 472.106 $ | +1.927 $ | +0,4 % | |||
| MAGNOLIA CAPITAL ADVISORS LLC | 695.167 $ | +247.213 $ | +55,2 % | 447.954 $ | -148.299 $ | -24,9 % | 596.253 $ | +243.837 $ | +69,2 % | |||
| Veery Capital, LLC | 694.829 $ | |||||||||||
| M Wealth Management, LLC | 674.947 $ | -19.862 $ | -2,9 % | 694.809 $ | +5.332 $ | +0,8 % | 689.477 $ | +43.435 $ | +6,7 % | 646.042 $ | -5.014 $ | -0,8 % |
| Berkshire Money Management, Inc. | 694.783 $ | +1.742 $ | +0,3 % | 693.041 $ | ||||||||
| Humankind Investments LLC | 693.043 $ | +12.013 $ | +1,8 % | |||||||||
| UPTICK PARTNERS, LLC | 692.963 $ | +231.010 $ | +50,0 % | 461.953 $ | +2.110 $ | +0,5 % | 459.843 $ | +73.069 $ | +18,9 % | |||
| Pacific Point Advisors, LLC | 692.731 $ | +113.646 $ | +19,6 % | 579.085 $ | -50.802 $ | -8,1 % | 629.887 $ | +15.794 $ | +2,6 % | |||
| Stokes Family Office, LLC | 600.520 $ | -91.640 $ | -13,2 % | 692.160 $ | +250.181 $ | +56,6 % | 441.979 $ | +50.554 $ | +12,9 % | |||
| D.B. Root & Company, LLC | 691.738 $ | +136.511 $ | +24,6 % | 555.227 $ | -11.546 $ | -2,0 % | 566.773 $ | +29.161 $ | +5,4 % | |||
| Antonelli Financial Advisors, LLC | 673.000 $ | -18.000 $ | -2,6 % | 691.000 $ | +51.097 $ | +8,0 % | ||||||
| HOME FEDERAL BANK OF TENNESSEE | 688.672 $ | +33.702 $ | +5,1 % | 654.970 $ | +177.032 $ | +37,0 % | 477.938 $ | |||||
| Frisch Financial Group, Inc. | 686.011 $ | +299.387 $ | +77,4 % | 386.624 $ | -30.720 $ | -7,4 % | 417.344 $ | +4.282 $ | +1,0 % | |||
| Sage Investment Advisers LLC | 674.244 $ | -9.214 $ | -1,3 % | 683.458 $ | +142.725 $ | +26,4 % | 540.733 $ | -141.976 $ | -20,8 % | 682.709 $ | ||
| WPWealth LLP | 592.563 $ | -90.426 $ | -13,2 % | 682.989 $ | +185.983 $ | +37,4 % | 497.006 $ | +237 $ | +0,0 % | |||
| Cascade Investment Advisors, Inc. | 436.392 $ | -169.641 $ | -28,0 % | 606.033 $ | -76.423 $ | -11,2 % | 682.456 $ | +14.218 $ | +2,1 % | |||
| Boreal Capital Management LLC | 681.200 $ | +184.098 $ | +37,0 % | 497.102 $ | -39.941 $ | -7,4 % | 537.043 $ | +5.094 $ | +1,0 % | |||
| Piedmont Capital Management, LLC/NC | 567.023 $ | -114.042 $ | -16,7 % | 681.065 $ | +69.696 $ | +11,4 % | 611.369 $ | -48.702 $ | -7,4 % | 660.071 $ | ||
| Salus Financial Advisors, LLC | 648.350 $ | -4.521 $ | -0,7 % | 652.871 $ | +66.562 $ | +11,4 % | 586.309 $ | -90.529 $ | -13,4 % | 676.838 $ | +24.826 $ | +3,8 % |
| Wakefield Asset Management LLLP | 675.584 $ | |||||||||||
| Genesis Financial Group, LLC | 675.049 $ | +76.405 $ | +12,8 % | 598.644 $ | +15.653 $ | +2,7 % | 582.991 $ | |||||
| TD ASSET MANAGEMENT INC | 673.300 $ | |||||||||||
| McGinn Penninger Investment Management, Inc. | 672.000 $ | +253.000 $ | +60,4 % | 419.000 $ | -26.000 $ | -5,8 % | 445.000 $ | +42.000 $ | +10,4 % | |||
| Fortis Advisors, LLC | 671.199 $ | +59.238 $ | +9,7 % | |||||||||
| Investment Research Partners LLC | 671.135 $ | +33.948 $ | +5,3 % | 637.187 $ | +267.395 $ | +72,3 % | 369.792 $ | -29.711 $ | -7,4 % | 399.503 $ | -25.303 $ | -6,0 % |
| Avail Investment Partners, LLC | 671.135 $ | +33.948 $ | +5,3 % | 637.187 $ | +267.187 $ | +72,2 % | 370.000 $ | |||||
| JIM SAULNIER & ASSOCIATES, LLC | 671.038 $ | +62.421 $ | +10,3 % | 608.617 $ | +33.053 $ | +5,7 % | 575.564 $ | -141.685 $ | -19,8 % | |||
| Holistic Financial Partners | 581.899 $ | -88.966 $ | -13,3 % | 670.865 $ | -3.342 $ | -0,5 % | ||||||
| SIMS INVESTMENT MANAGEMENT, LLC | 628.350 $ | -40.962 $ | -6,1 % | 669.312 $ | +180.908 $ | +37,0 % | 488.404 $ | -43.765 $ | -8,2 % | 532.169 $ | -13.618 $ | -2,5 % |
| SFMG, LLC | 668.962 $ | +123.328 $ | +22,6 % | 545.634 $ | -21.225 $ | -3,7 % | 566.859 $ | +20.311 $ | +3,7 % | |||
| DWM Financial Group, Inc. | 667.491 $ | |||||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 666.484 $ | +377.034 $ | +130,3 % | 289.450 $ | -22.934 $ | -7,3 % | 312.384 $ | |||||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 666.329 $ | +249.194 $ | +59,7 % | 417.135 $ | +105.136 $ | +33,7 % | 311.999 $ | -40.804 $ | -11,6 % | 352.803 $ | +3.452 $ | +1,0 % |
| EVOLUTION WEALTH MANAGEMENT INC. | 665.804 $ | +317.698 $ | +91,3 % | 348.106 $ | +92.371 $ | +36,1 % | 255.735 $ | -5.616 $ | -2,1 % | |||
| Security National Bank | 665.437 $ | +82.601 $ | +14,2 % | 582.836 $ | -37.577 $ | -6,1 % | 620.413 $ | -2.857 $ | -0,5 % | |||
| DiNuzzo Private Wealth, Inc. | 606.179 $ | -57.774 $ | -8,7 % | 663.953 $ | +29.938 $ | +4,7 % | 634.015 $ | +31.528 $ | +5,2 % | 602.487 $ | +21.116 $ | +3,6 % |
| 25 LLC | 640.815 $ | -21.739 $ | -3,3 % | 662.554 $ | +42.892 $ | +6,9 % | 619.662 $ | -3.718 $ | -0,6 % | 623.380 $ | +6.156 $ | +1,0 % |
| Chicago Capital, LLC | 660.899 $ | +297.558 $ | +81,9 % | 363.341 $ | +98.207 $ | +37,0 % | 265.134 $ | -21.302 $ | -7,4 % | 286.436 $ | +2.717 $ | +1,0 % |
| Ryan Investment Management, Inc. | 660.343 $ | |||||||||||
| Carson Advisory Inc. | 659.542 $ | +72.875 $ | +12,4 % | 586.667 $ | +10.937 $ | +1,9 % | 575.730 $ | +41.493 $ | +7,8 % | |||
| Aspect Partners, LLC | 659.312 $ | +29.069 $ | +4,6 % | 630.243 $ | +160.284 $ | +34,1 % | 469.959 $ | -38.967 $ | -7,7 % | 508.926 $ | -530.539 $ | -51,0 % |
| Eagle Bay Advisors LLC | 657.252 $ | +634.639 $ | +2.806,5 % | 22.613 $ | ||||||||
| Edgestream Partners, L.P. | 218.982 $ | +7.573 $ | +3,6 % | 211.409 $ | -445.133 $ | -67,8 % | 656.542 $ | -325.276 $ | -33,1 % | |||
| Key Client Fiduciary Advisors, LLC | 656.091 $ | +32.268 $ | +5,2 % | 623.823 $ | +169.297 $ | +37,2 % | 454.526 $ | +12.554 $ | +2,8 % | 441.972 $ | -11.413 $ | -2,5 % |
| Brown Miller Wealth Management, LLC | 656.028 $ | +58.536 $ | +9,8 % | 597.492 $ | -48.443 $ | -7,5 % | 645.935 $ | +76.373 $ | +13,4 % | |||
| CAXTON ASSOCIATES LLP | 655.499 $ | +298.997 $ | +83,9 % | |||||||||
| Carroll Investors, Inc | 653.611 $ | +90.105 $ | +16,0 % | 563.506 $ | -55.649 $ | -9,0 % | 619.155 $ | -4.998 $ | -0,8 % | |||
| Forthright Family Wealth Advisory LLC | 651.652 $ | |||||||||||
| HERITAGE INVESTORS MANAGEMENT CORP | 495.000 $ | +36.000 $ | +7,8 % | 459.000 $ | -192.000 $ | -29,5 % | 651.000 $ | +104.000 $ | +19,0 % | |||
| Hyposwiss Advisors SA | 650.673 $ | |||||||||||
| Planned Solutions, Inc. | 648.188 $ | +33.155 $ | +5,4 % | 615.033 $ | +129.339 $ | +26,6 % | 485.694 $ | -38.609 $ | -7,4 % | 524.303 $ | +27.814 $ | +5,6 % |
| Sharp Wealth Advisory, LLC | 464.859 $ | -5.723 $ | -1,2 % | 470.582 $ | -177.040 $ | -27,3 % | 647.622 $ | +216.714 $ | +50,3 % | |||
| GUYASUTA INVESTMENT ADVISORS INC | 643.879 $ | +82.392 $ | +14,7 % | 561.487 $ | -85.683 $ | -13,2 % | 647.170 $ | +176.229 $ | +37,4 % | 470.941 $ | +224 $ | +0,0 % |
| Fort Point Capital Partners LLC | 645.736 $ | +131.510 $ | +25,6 % | 514.226 $ | -57.217 $ | -10,0 % | 571.443 $ | +12.596 $ | +2,3 % | |||
| Chaney Capital Management, Inc. | 644.775 $ | +174.239 $ | +37,0 % | 470.536 $ | -37.781 $ | -7,4 % | 508.317 $ | +4.846 $ | +1,0 % | |||
| SJS Investment Consulting Inc. | 642.958 $ | +170.939 $ | +36,2 % | 472.019 $ | -55.918 $ | -10,6 % | 527.937 $ | +202.782 $ | +62,4 % | |||
| Cornerstone Wealth Advisors, Inc. | 641.517 $ | +6.884 $ | +1,1 % | 634.633 $ | +83.459 $ | +15,1 % | 551.174 $ | -45.736 $ | -7,7 % | 596.910 $ | +3.465 $ | +0,6 % |
| Milestones Private Investment Advisors LLC | 641.420 $ | +31.390 $ | +5,1 % | 610.030 $ | +161.396 $ | +36,0 % | 448.634 $ | -36.047 $ | -7,4 % | 484.681 $ | -9.955 $ | -2,0 % |
| ICONIQ Capital, LLC | 641.303 $ | +105.208 $ | +19,6 % | 536.095 $ | -66.136 $ | -11,0 % | 602.231 $ | +21.539 $ | +3,7 % | |||
| CPC Advisors, LLC | 639.744 $ | +37.237 $ | +6,2 % | 602.507 $ | +321.048 $ | +114,1 % | 281.459 $ | -244.274 $ | -46,5 % | 525.733 $ | +6.929 $ | +1,3 % |
| Retirement Solution LLC | 638.695 $ | +177.120 $ | +38,4 % | 461.575 $ | -40.351 $ | -8,0 % | 501.926 $ | -23.138 $ | -4,4 % | |||
| Payne Capital Management, LLC | 610.030 $ | +164.885 $ | +37,0 % | 445.145 $ | -193.307 $ | -30,3 % | 638.452 $ | +6.056 $ | +1,0 % | |||
| HARMONY ASSET MANAGEMENT LLC | 361.431 $ | -276.290 $ | -43,3 % | 637.721 $ | +326.323 $ | +104,8 % | 311.398 $ | -26.826 $ | -7,9 % | 338.224 $ | +33.194 $ | +10,9 % |
| Virtue Capital Management, LLC | 200.036 $ | -437.302 $ | -68,6 % | 637.338 $ | +430.955 $ | +208,8 % | 206.383 $ | |||||
| Barnes Dennig Private Wealth Management LLC | 633.718 $ | +154.191 $ | +32,2 % | 479.527 $ | -40.304 $ | -7,8 % | 519.831 $ | +97.158 $ | +23,0 % | |||
| VAQUERO PRIVATE WEALTH, LTD | 633.040 $ | |||||||||||
| Strategic Advisors LLC | 432.510 $ | -37.869 $ | -8,1 % | 470.379 $ | -74.270 $ | -13,6 % | 544.649 $ | -88.380 $ | -14,0 % | 633.029 $ | -13.884 $ | -2,1 % |
| KW WEALTH MANAGEMENT LLC | 632.371 $ | +34.172 $ | +5,7 % | |||||||||
| WELLINGTON-ALTUS USA INC. | 493.104 $ | -138.201 $ | -21,9 % | 631.305 $ | +237.522 $ | +60,3 % | 393.783 $ | |||||
| Purkiss Capital Advisors LLC | 631.066 $ | +170.571 $ | +37,0 % | 460.495 $ | -37.000 $ | -7,4 % | 497.495 $ | +4.719 $ | +1,0 % | |||
| Michael J. Porro & Co. Financial Advisors, Inc. | 629.094 $ | +32.185 $ | +5,4 % | 596.909 $ | +97.925 $ | +19,6 % | 498.984 $ | -61.558 $ | -11,0 % | 560.542 $ | ||
| Conrad Siegel Investment Advisors, Inc. | 546.339 $ | -76.909 $ | -12,3 % | 623.248 $ | -5.802 $ | -0,9 % | 629.050 $ | +43.321 $ | +7,4 % | 585.729 $ | -37.994 $ | -6,1 % |
| Ballew Advisors, Inc | 629.046 $ | +33.878 $ | +5,7 % | 595.168 $ | +45.587 $ | +8,3 % | 549.581 $ | -17.616 $ | -3,1 % | 567.197 $ | +37.817 $ | +7,1 % |
| Alta Wealth Advisors LLC | 626.724 $ | +39.582 $ | +6,7 % | 587.142 $ | -36.345 $ | -5,8 % | 623.487 $ | +61.191 $ | +10,9 % | |||
| Emissary Wealth LLC | 626.024 $ | +128.994 $ | +26,0 % | 497.030 $ | -50.241 $ | -9,2 % | 547.271 $ | |||||
| Kingdom Financial Group LLC. | 626.011 $ | +248.314 $ | +65,7 % | 377.697 $ | -4.478 $ | -1,2 % | 382.175 $ | |||||
| EWA, LLC | 573.284 $ | +193.401 $ | +50,9 % | 379.883 $ | -244.960 $ | -39,2 % | 624.843 $ | +248.225 $ | +65,9 % | |||
| HIGHLAND CAPITAL MANAGEMENT, LLC | 624.687 $ | +280.039 $ | +81,3 % | 344.648 $ | -47.220 $ | -12,0 % | 391.868 $ | +5.827 $ | +1,5 % | |||
| Cynosure Group, LLC | 555.937 $ | -68.584 $ | -11,0 % | 624.521 $ | -593.201 $ | -48,7 % | ||||||
| Financial Advisors Network, Inc. | 623.731 $ | +167.151 $ | +36,6 % | 456.580 $ | +4.119 $ | +0,9 % | 452.461 $ | +210.910 $ | +87,3 % | |||
| James Hambro & Partners LLP | 616.424 $ | +33.219 $ | +5,7 % | 583.205 $ | +57.454 $ | +10,9 % | 525.751 $ | -29.645 $ | -5,3 % | 555.396 $ | -45.693 $ | -7,6 % |
| MINDSET WEALTH MANAGEMENT, LLC | 616.123 $ | +31.521 $ | +5,4 % | 584.602 $ | +95.907 $ | +19,6 % | 488.695 $ | -60.289 $ | -11,0 % | 548.984 $ | +13.765 $ | +2,6 % |
| Ellenbecker Investment Group | 614.448 $ | |||||||||||
| Blue Capital, Inc. | 593.531 $ | -19.802 $ | -3,2 % | 613.333 $ | +2.448 $ | +0,4 % | 610.885 $ | +36.312 $ | +6,3 % | 574.573 $ | -6.773 $ | -1,2 % |
| Elmwood Wealth Management, Inc. | 613.213 $ | +403.705 $ | +192,7 % | 209.508 $ | ||||||||
| Lakeridge Wealth Management LLC | 612.125 $ | +73.183 $ | +13,6 % | 538.942 $ | +231.393 $ | +75,2 % | 307.549 $ | +2.945 $ | +1,0 % | |||
| Liberty Capital Management, Inc. | 611.395 $ | +159.127 $ | +35,2 % | 452.268 $ | -103.971 $ | -18,7 % | ||||||
| OFS Enterprise LLC | 609.034 $ | +14.798 $ | +2,5 % | 594.236 $ | +344.401 $ | +137,9 % | 249.835 $ | |||||
| Integrity Advisory Solutions, LLC | 608.999 $ | +345.465 $ | +131,1 % | 263.534 $ | +30.244 $ | +13,0 % | 233.290 $ | |||||
| AVAII WEALTH MANAGEMENT, LLC | 605.556 $ | -3.248 $ | -0,5 % | 608.804 $ | +69.029 $ | +12,8 % | 539.775 $ | -34.887 $ | -6,1 % | 574.662 $ | +36.451 $ | +6,8 % |
| Pitti Group Wealth Management, LLC | 608.203 $ | +115.031 $ | +23,3 % | 493.172 $ | -43.910 $ | -8,2 % | 537.082 $ | +19.926 $ | +3,9 % | |||
| FLYWHEEL PRIVATE WEALTH LLC | 608.027 $ | +164.343 $ | +37,0 % | 443.684 $ | -35.648 $ | -7,4 % | 479.332 $ | -2.920 $ | -0,6 % | |||
| BAR HARBOR WEALTH MANAGEMENT | 607.778 $ | +256.138 $ | +72,8 % | 351.640 $ | ||||||||
| Disciplined Investments, LLC | 529.019 $ | -76.784 $ | -12,7 % | 605.803 $ | +165.025 $ | +37,4 % | 440.778 $ | +3.658 $ | +0,8 % | |||
| Legacy Financial Strategies, LLC | 605.308 $ | +14.201 $ | +2,4 % | 591.107 $ | +105.811 $ | +21,8 % | 485.296 $ | +182.276 $ | +60,2 % | 303.020 $ | +2.875 $ | +1,0 % |
| Tempus Wealth Planning, LLC | 603.142 $ | +27.159 $ | +4,7 % | 575.983 $ | +154.676 $ | +36,7 % | 421.307 $ | -33.825 $ | -7,4 % | 455.132 $ | +4.342 $ | +1,0 % |
| Grey Fox Wealth Advisors, LLC | 603.044 $ | +52.994 $ | +9,6 % | 550.050 $ | -43.637 $ | -7,4 % | 593.687 $ | -521.589 $ | -46,8 % | |||
| High Falls Advisors, Inc | 603.024 $ | -29.372 $ | -4,6 % | |||||||||
| Clarion Wealth Managment Partners, LLC | 602.260 $ | +283.513 $ | +88,9 % | 318.747 $ | -49.496 $ | -13,4 % | 368.243 $ | +8.713 $ | +2,4 % | |||
| Arcus Capital Partners, LLC | 599.513 $ | +162.042 $ | +37,0 % | 437.471 $ | -35.150 $ | -7,4 % | 472.621 $ | +4.483 $ | +1,0 % | |||
| Amplius Wealth Advisors, LLC | 597.283 $ | +7.249 $ | +1,2 % | 590.034 $ | +258.652 $ | +78,1 % | 331.382 $ | -264.377 $ | -44,4 % | 595.759 $ | +21.141 $ | +3,7 % |
| Canopy Partners, LLC | 596.667 $ | +282.536 $ | +89,9 % | 314.131 $ | +48.140 $ | +18,1 % | 265.991 $ | -22.174 $ | -7,7 % | |||
| Tyche Wealth Partners LLC | 596.589 $ | +254.797 $ | +74,5 % | 341.792 $ | -191.730 $ | -35,9 % | 533.522 $ | -5.505 $ | -1,0 % | |||
| Hamilton Capital, LLC | 596.178 $ | +29.175 $ | +5,1 % | 567.003 $ | ||||||||
| Blume Capital Management, Inc. | 523.796 $ | -72.281 $ | -12,1 % | 596.077 $ | +104.470 $ | +21,3 % | 491.607 $ | -596 $ | -0,1 % | |||
| TRILLIUM ASSET MANAGEMENT, LLC | 595.843 $ | +317.843 $ | +114,3 % | 278.000 $ | -270.000 $ | -49,3 % | 548.000 $ | -19.000 $ | -3,4 % | |||
| Goldenstone Wealth Management LLC | 595.741 $ | +89.965 $ | +17,8 % | 505.776 $ | -39.149 $ | -7,2 % | 544.925 $ | |||||
| Symphony Financial, Ltd. Co. | 232.083 $ | -363.615 $ | -61,0 % | 595.698 $ | +369.355 $ | +163,2 % | 226.343 $ | |||||
| VERITY Wealth Advisors | 551.199 $ | -44.287 $ | -7,4 % | 595.486 $ | +5.648 $ | +1,0 % | ||||||
| Atlantic Edge Private Wealth Management, LLC | 585.853 $ | +18.163 $ | +3,2 % | 567.690 $ | +339 $ | +0,1 % | 567.351 $ | -26.906 $ | -4,5 % | 594.257 $ | -140.277 $ | -19,1 % |
| Edge Financial Advisors LLC | 593.844 $ | +60.814 $ | +11,4 % | |||||||||
| WealthPlan Investment Management, LLC | 592.656 $ | +30.179 $ | +5,4 % | 562.477 $ | +87.946 $ | +18,5 % | 474.531 $ | +30.146 $ | +6,8 % | 444.385 $ | -71.533 $ | -13,9 % |
| Analyst IMS Investment Management Services Ltd. | 592.000 $ | +53.000 $ | +9,8 % | 539.000 $ | -31.000 $ | -5,4 % | 570.000 $ | +56.000 $ | +10,9 % | |||
| SilverOak Wealth Management LLC | 591.863 $ | +130.670 $ | +28,3 % | 461.193 $ | -31.026 $ | -6,3 % | 492.219 $ | +4.670 $ | +1,0 % | |||
| Rialto Wealth Management, LLC | 591.012 $ | +49.985 $ | +9,2 % | 541.027 $ | -8.750 $ | -1,6 % | 549.777 $ | -49.506 $ | -8,3 % | |||
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 589.136 $ | +159.512 $ | +37,1 % | 429.624 $ | -34.154 $ | -7,4 % | 463.778 $ | +242.170 $ | +109,3 % | |||
| Carrera Capital Advisors | 588.373 $ | +96.331 $ | +19,6 % | 492.042 $ | -5.406 $ | -1,1 % | 497.448 $ | -1.377 $ | -0,3 % | |||
| HOGE FINANCIAL SERVICES, LLC | 495.088 $ | -93.180 $ | -15,8 % | 588.268 $ | +44.830 $ | +8,2 % | 543.438 $ | -130.008 $ | -19,3 % | |||
| RIDGECREST WEALTH PARTNERS, LLC | 588.139 $ | +31.878 $ | +5,7 % | 556.261 $ | +165.123 $ | +42,2 % | 391.138 $ | -22.159 $ | -5,4 % | 413.297 $ | +40.749 $ | +10,9 % |
| BRIDGES INVESTMENT MANAGEMENT INC | 588.038 $ | +158.940 $ | +37,0 % | 429.098 $ | -34.477 $ | -7,4 % | 463.575 $ | +4.398 $ | +1,0 % | |||
| Harborfront Financial Group LLC | 585.454 $ | +379.588 $ | +184,4 % | 205.866 $ | ||||||||
| Family Capital Management, Inc. | 533.033 $ | +43.779 $ | +8,9 % | 489.254 $ | -95.096 $ | -16,3 % | 584.350 $ | -6.230 $ | -1,1 % | |||
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 581.345 $ | +157.131 $ | +37,0 % | 424.214 $ | -34.084 $ | -7,4 % | 458.298 $ | |||||
| Next Level Wealth Planning, LLC | 581.067 $ | +121.071 $ | +26,3 % | 459.996 $ | -13.511 $ | -2,9 % | 473.507 $ | +6.230 $ | +1,3 % | |||
| Alliance Wealth Advisors, LLC | 552.625 $ | -26.900 $ | -4,6 % | 579.525 $ | +8.739 $ | +1,5 % | 570.786 $ | +45.062 $ | +8,6 % | 525.724 $ | +6.814 $ | +1,3 % |
| ZENITH SOLUTIONS, INC. | 567.734 $ | -11.543 $ | -2,0 % | 579.277 $ | ||||||||
| J. Mark Nickell & Co. | 358.635 $ | -219.555 $ | -38,0 % | 578.190 $ | +266.718 $ | +85,6 % | 311.472 $ | |||||
| Hirtle & Co., LLC | 569.433 $ | +46.688 $ | +8,9 % | 522.745 $ | -54.866 $ | -9,5 % | 577.611 $ | +9.736 $ | +1,7 % | |||
| Asset Advisory Group, Inc. | 577.014 $ | +31.304 $ | +5,7 % | 545.710 $ | +48.831 $ | +9,8 % | 496.879 $ | -28.156 $ | -5,4 % | 525.035 $ | ||
| Covestor Ltd | 529.000 $ | -48.000 $ | -8,3 % | 577.000 $ | +111.000 $ | +23,8 % | 466.000 $ | +17.000 $ | +3,8 % | |||
| ORBA Wealth Advisors, L.L.C. | 482.189 $ | -20.169 $ | -4,0 % | 502.358 $ | -74.286 $ | -12,9 % | 576.644 $ | -162.522 $ | -22,0 % | |||
| Summa Corp. | 573.218 $ | +236.917 $ | +70,4 % | 336.301 $ | +76.247 $ | +29,3 % | 260.054 $ | -72.196 $ | -21,7 % | |||
| Constant Guidance Financial LLC | 572.142 $ | |||||||||||
| MILLENNIUM MANAGEMENT LLC | 571.436 $ | |||||||||||
| CWC Advisors, LLC. | 570.075 $ | +29.165 $ | +5,4 % | 540.910 $ | +67.647 $ | +14,3 % | 473.263 $ | -58.385 $ | -11,0 % | 531.648 $ | +13.331 $ | +2,6 % |
| Syntegra Private Wealth Group, LLC | 570.054 $ | +27.966 $ | +5,2 % | 542.088 $ | +149.308 $ | +38,0 % | 392.780 $ | -31.510 $ | -7,4 % | 424.290 $ | +4.070 $ | +1,0 % |
| Washington Trust Advisors, Inc. | 531.776 $ | -37.752 $ | -6,6 % | 569.528 $ | +25.129 $ | +4,6 % | 544.399 $ | +66.679 $ | +14,0 % | 477.720 $ | +3.547 $ | +0,7 % |
| Cross Staff Investments Inc | 459.135 $ | -57.788 $ | -11,2 % | 516.923 $ | -6.365 $ | -1,2 % | 523.288 $ | -44.045 $ | -7,8 % | 567.333 $ | -13.398 $ | -2,3 % |
| Concorde Asset Management, LLC | 357.987 $ | +41.899 $ | +13,3 % | 316.088 $ | -249.620 $ | -44,1 % | 565.708 $ | +14.606 $ | +2,7 % | |||
| VICTORY FINANCIAL GROUP, LLC | 445.592 $ | +163.751 $ | +58,1 % | 281.841 $ | -283.621 $ | -50,2 % | 565.462 $ | +360.491 $ | +175,9 % | |||
| VERUS WEALTH MANAGEMENT, LLC | 378.333 $ | -186.507 $ | -33,0 % | 564.840 $ | +40.838 $ | +7,8 % | 524.002 $ | -16.217 $ | -3,0 % | 540.219 $ | +5.754 $ | +1,1 % |
| Ironwood Investment Counsel, LLC | 563.057 $ | +165.937 $ | +41,8 % | 397.120 $ | -39.090 $ | -9,0 % | 436.210 $ | -26.879 $ | -5,8 % | |||
| Opus Capital Group, LLC | 591 $ | -562.409 $ | -99,9 % | 563.000 $ | +82.000 $ | +17,0 % | 481.000 $ | +3.000 $ | +0,6 % | |||
| CLEAR WAVE WEALTH MANAGEMENT LLC | 487.981 $ | -74.390 $ | -13,2 % | 562.371 $ | ||||||||
| JSF Financial, LLC | 562.356 $ | +55.184 $ | +10,9 % | 507.172 $ | ||||||||
| CURA WEALTH ADVISORS, LLC | 562.222 $ | +151.963 $ | +37,0 % | 410.259 $ | -32.964 $ | -7,4 % | 443.223 $ | +4.205 $ | +1,0 % | |||
| Allen Mooney & Barnes Investment Advisors LLC | 535.857 $ | +26.224 $ | +5,1 % | 509.633 $ | +137.748 $ | +37,0 % | 371.885 $ | -189.681 $ | -33,8 % | 561.566 $ | -72.624 $ | -11,5 % |
| Tripletail Wealth Management, LLC | 559.632 $ | +237.460 $ | +73,7 % | 322.172 $ | -6.417 $ | -2,0 % | 328.589 $ | +5.838 $ | +1,8 % | |||
| Plus Group Wealth Advisors LLC | 559.422 $ | +15.052 $ | +2,8 % | 544.370 $ | +264.108 $ | +94,2 % | 280.262 $ | -34.575 $ | -11,0 % | 314.837 $ | ||
| GDS Wealth Management | 559.234 $ | +205.490 $ | +58,1 % | 353.744 $ | +2.483 $ | +0,7 % | 351.261 $ | |||||
| Atlas Private Wealth Advisors | 559.035 $ | +144.880 $ | +35,0 % | 414.155 $ | -15.051 $ | -3,5 % | 429.206 $ | +4.182 $ | +1,0 % | |||
| AMERICAN ASSET MANAGEMENT INC. | 558.176 $ | +105.908 $ | +23,4 % | 452.268 $ | ||||||||
| Blueshift Asset Management, LLC | 557.797 $ | +262.421 $ | +88,8 % | |||||||||
| Elm3 Financial Group, LLC | 557.290 $ | |||||||||||
| MV CAPITAL MANAGEMENT, INC. | 557.196 $ | +164.694 $ | +42,0 % | 392.502 $ | -36.620 $ | -8,5 % | 429.122 $ | +9.078 $ | +2,2 % | |||
| Commonwealth Financial Services, LLC | 556.668 $ | +27.242 $ | +5,1 % | 529.426 $ | +143.454 $ | +37,2 % | 385.972 $ | -25.404 $ | -6,2 % | 411.376 $ | +4.225 $ | +1,0 % |
| Second Line Capital, LLC | 556.605 $ | +77.024 $ | +16,1 % | 479.581 $ | +34.851 $ | +7,8 % | 444.730 $ | +4.218 $ | +1,0 % | |||
| Fusion Capital, LLC | 379.441 $ | +37.916 $ | +11,1 % | 341.525 $ | -213.445 $ | -38,5 % | 554.970 $ | -10.185 $ | -1,8 % | |||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 551.582 $ | +83.000 $ | +17,7 % | 468.582 $ | -86.173 $ | -15,5 % | 554.755 $ | -464 $ | -0,1 % | |||
| NFC Investments, LLC | 554.000 $ | +295.000 $ | +113,9 % | 259.000 $ | -31.000 $ | -10,7 % | 290.000 $ | +7.000 $ | +2,5 % | |||
| Talisman Wealth Advisors LLC | 477.522 $ | -75.832 $ | -13,7 % | 553.354 $ | +46.932 $ | +9,3 % | ||||||
| Brady Martz Wealth Solutions, LLC | 552.660 $ | +145.889 $ | +35,9 % | 406.771 $ | -138.212 $ | -25,4 % | 544.983 $ | |||||
| Signet Private Wealth LLC | 551.317 $ | +79.335 $ | +16,8 % | 471.982 $ | ||||||||
| Shotwell Rutter Baer Inc | 527.402 $ | -23.003 $ | -4,2 % | 550.405 $ | +11.449 $ | +2,1 % | 538.956 $ | -1.581 $ | -0,3 % | 540.537 $ | +31.519 $ | +6,2 % |
| Kingsman Wealth Management, Inc. | 503.684 $ | +8.679 $ | +1,8 % | 495.005 $ | +243.868 $ | +97,1 % | 251.137 $ | -298.913 $ | -54,3 % | 550.050 $ | -13.484 $ | -2,4 % |
| Madison Park Capital Advisors, LLC | 549.770 $ | +58.271 $ | +11,9 % | 491.499 $ | +180.907 $ | +58,2 % | 310.592 $ | +3.042 $ | +1,0 % | |||
| JOHN G ULLMAN & ASSOCIATES INC | 549.553 $ | +239.068 $ | +77,0 % | 310.485 $ | -24.947 $ | -7,4 % | 335.432 $ | +3.182 $ | +1,0 % | |||
| Minot DeBlois Advisors LLC | 549.359 $ | +83.133 $ | +17,8 % | 466.226 $ | -172.151 $ | -27,0 % | ||||||
| Ironwood Financial, llc | 548.675 $ | +49.254 $ | +9,9 % | 499.421 $ | +122.652 $ | +32,6 % | 376.769 $ | -36.606 $ | -8,9 % | 413.375 $ | +1.447 $ | +0,4 % |
| Duncan Williams Asset Management, LLC | 548.211 $ | +62.049 $ | +12,8 % | 486.162 $ | -20.024 $ | -4,0 % | 506.186 $ | +956 $ | +0,2 % | |||
| Annis Gardner Whiting Capital Advisors, LLC | 329.610 $ | -218.070 $ | -39,8 % | 547.680 $ | +107.293 $ | +24,4 % | 440.387 $ | +403.698 $ | +1.100,3 % | |||
| Semus Wealth Partners LLC | 547.218 $ | +27.126 $ | +5,2 % | 520.092 $ | +123.435 $ | +31,1 % | 396.657 $ | -31.613 $ | -7,4 % | 428.270 $ | -28.754 $ | -6,3 % |
| Berman McAleer LLC | 546.916 $ | +26.765 $ | +5,1 % | 520.151 $ | +241.063 $ | +86,4 % | 279.088 $ | -225.687 $ | -44,7 % | 504.775 $ | +1.710 $ | +0,3 % |
| Wealth Alliance Advisory Group, LLC | 546.857 $ | +36.949 $ | +7,2 % | 509.908 $ | +140.116 $ | +37,9 % | 369.792 $ | -29.711 $ | -7,4 % | 399.503 $ | +3.789 $ | +1,0 % |
| Townsend & Associates, Inc | 546.320 $ | +49.213 $ | +9,9 % | 497.107 $ | +39.136 $ | +8,5 % | 457.971 $ | +4.337 $ | +1,0 % | |||
| First American Bank | 545.861 $ | -1.589.731 $ | -74,4 % | |||||||||
| Marathon Mission, Inc. | 541.076 $ | +27.682 $ | +5,4 % | 513.394 $ | +84.224 $ | +19,6 % | 429.170 $ | -52.945 $ | -11,0 % | 482.115 $ | +12.088 $ | +2,6 % |
| Ankerstar Wealth, LLC | 410.837 $ | -90.771 $ | -18,1 % | 501.608 $ | -39.467 $ | -7,3 % | 541.075 $ | |||||
| Parisi Gray Wealth Management | 540.404 $ | +16.985 $ | +3,2 % | 523.419 $ | +141.922 $ | +37,2 % | 381.497 $ | -46.809 $ | -10,9 % | 428.306 $ | +4.494 $ | +1,1 % |
| apricus wealth, LLC | 537.840 $ | +68.274 $ | +14,5 % | 469.566 $ | -58.080 $ | -11,0 % | 527.646 $ | +5.005 $ | +1,0 % | |||
| SYKON CAPITAL LLC | 535.461 $ | +169.158 $ | +46,2 % | 366.303 $ | -29.432 $ | -7,4 % | 395.735 $ | +3.754 $ | +1,0 % | |||
| Greenfield Seitz Capital Management, LLC | 535.450 $ | +144.727 $ | +37,0 % | 390.723 $ | -31.394 $ | -7,4 % | 422.117 $ | +4.004 $ | +1,0 % | |||
| LYELL WEALTH MANAGEMENT, LP | 535.201 $ | +144.649 $ | +37,0 % | 390.552 $ | -35.135 $ | -8,3 % | 425.687 $ | +4.050 $ | +1,0 % | |||
| Wealth Architects, LLC | 534.881 $ | +271.543 $ | +103,1 % | 263.338 $ | -241.841 $ | -47,9 % | 505.179 $ | +6.402 $ | +1,3 % | |||
| WJ Interests, LLC | 534.175 $ | +28.848 $ | +5,7 % | 505.327 $ | +45.090 $ | +9,8 % | 460.237 $ | -26.230 $ | -5,4 % | 486.467 $ | +47.743 $ | +10,9 % |
| Ackerman Capital Advisors, LLC | 533.886 $ | +75.176 $ | +16,4 % | 458.710 $ | -18.598 $ | -3,9 % | 477.308 $ | +12.207 $ | +2,6 % | |||
| Permanent Capital Management, LP | 532.806 $ | |||||||||||
| Cambridge Advisors Inc. | 529.048 $ | +67.699 $ | +14,7 % | 461.349 $ | -70.403 $ | -13,2 % | 531.752 $ | +144.800 $ | +37,4 % | 386.952 $ | +184 $ | +0,0 % |
| WMS Group LLC | 531.341 $ | +55.853 $ | +11,7 % | 475.488 $ | -25.371 $ | -5,1 % | 500.859 $ | |||||
| Golden Reserve Retirement LLC | 531.084 $ | |||||||||||
| MilWealth Group LLC | 529.818 $ | +32.749 $ | +6,6 % | 497.069 $ | +9.447 $ | +1,9 % | 487.622 $ | -12.596 $ | -2,5 % | |||
| F&V Capital Management, LLC | 528.000 $ | +25.000 $ | +5,0 % | 503.000 $ | +140.000 $ | +38,6 % | 363.000 $ | -14.000 $ | -3,7 % | 377.000 $ | +4.000 $ | +1,1 % |
| Pitcairn Wealth Advisors LLC | 527.900 $ | +32.163 $ | +6,5 % | 495.737 $ | +0 $ | +0,0 % | 495.737 $ | |||||
| COREPATH WEALTH PARTNERS LLC | 416.083 $ | -111.117 $ | -21,1 % | 527.200 $ | +50.068 $ | +10,5 % | 477.132 $ | +10.147 $ | +2,2 % | 466.985 $ | +14.476 $ | +3,2 % |
| Red Tortoise LLC | 477.432 $ | -49.693 $ | -9,4 % | 527.125 $ | +1.862 $ | +0,4 % | ||||||
| TIAA Wealth Investment Management LLC | 526.685 $ | +166.822 $ | +46,4 % | 359.863 $ | ||||||||
| Lee Financial Co | 523.878 $ | +4.970 $ | +1,0 % | |||||||||
| Aspen Capital Management, LLC | 523.865 $ | +80.059 $ | +18,0 % | 443.806 $ | -33.105 $ | -6,9 % | 476.911 $ | +11.068 $ | +2,4 % | |||
| PRECEDENT WEALTH PARTNERS, LLC | 523.020 $ | |||||||||||
| PETTYJOHN, WOOD & WHITE, INC | 521.746 $ | +85.594 $ | +19,6 % | 436.152 $ | -53.806 $ | -11,0 % | 489.958 $ | +12.285 $ | +2,6 % | |||
| Trivium Point Advisory, LLC | 521.435 $ | +265.105 $ | +103,4 % | 256.330 $ | -59.167 $ | -18,8 % | ||||||
| Accelerate Investment Advisors LLC | 521.107 $ | +140.850 $ | +37,0 % | 380.257 $ | -30.553 $ | -7,4 % | 410.810 $ | +3.897 $ | +1,0 % | |||
| ATLas Financial Planning LLC | 451.308 $ | +121.984 $ | +37,0 % | 329.324 $ | -191.538 $ | -36,8 % | 520.862 $ | |||||
| Financial Plan, Inc. | 504.852 $ | +136.456 $ | +37,0 % | 368.396 $ | -152.466 $ | -29,3 % | 520.862 $ | |||||
| RS CRUM INC. | 483.583 $ | -37.218 $ | -7,1 % | 520.801 $ | +67.108 $ | +14,8 % | 453.693 $ | +696 $ | +0,2 % | 452.997 $ | +14.231 $ | +3,2 % |
| Agate Pass Investment Management, LLC | 209.441 $ | -27.824 $ | -11,7 % | 237.265 $ | -282.227 $ | -54,3 % | 519.492 $ | -18.760 $ | -3,5 % | |||
| CAPITAL CITY TRUST CO/FL | 473.354 $ | -27.168 $ | -5,4 % | 500.522 $ | +45.631 $ | +10,0 % | 454.891 $ | -64.296 $ | -12,4 % | 519.187 $ | -2.939 $ | -0,6 % |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 515.290 $ | +156.859 $ | +43,8 % | 358.431 $ | -30.149 $ | -7,8 % | 388.580 $ | +8.320 $ | +2,2 % | |||
| SUMMIT WEALTH GROUP LLC / CO | 514.965 $ | +8.964 $ | +1,8 % | 506.001 $ | ||||||||
| Midwest Financial Group LLC | 514.747 $ | +23.709 $ | +4,8 % | 491.038 $ | +272.200 $ | +124,4 % | 218.838 $ | -17.423 $ | -7,4 % | 236.261 $ | +2.391 $ | +1,0 % |
| STABLEFORD CAPITAL II LLC | 368.865 $ | +186 $ | +0,1 % | 368.679 $ | -117.158 $ | -24,1 % | 485.837 $ | -28.551 $ | -5,6 % | 514.388 $ | +41.656 $ | +8,8 % |
| Cheviot Value Management, LLC | 514.289 $ | +71.863 $ | +16,2 % | 442.426 $ | -38.496 $ | -8,0 % | 480.922 $ | +24.536 $ | +5,4 % | |||
| CAPE COD FIVE CENTS SAVINGS BANK | 455.794 $ | -58.090 $ | -11,3 % | 513.884 $ | +0 $ | +0,0 % | ||||||
| Jackson Hole Capital Partners, LLC | 465.124 $ | -47.490 $ | -9,3 % | 512.614 $ | +3.999 $ | +0,8 % | ||||||
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 511.896 $ | +25.056 $ | +5,1 % | 486.840 $ | +131.536 $ | +37,0 % | 355.304 $ | -28.544 $ | -7,4 % | 383.848 $ | +3.645 $ | +1,0 % |
| WOLFF WIESE MAGANA LLC | 510.346 $ | +206.287 $ | +67,8 % | 304.059 $ | +67.951 $ | +28,8 % | 236.108 $ | -3.595 $ | -1,5 % | 239.703 $ | -16.392 $ | -6,4 % |
| MOLLER WEALTH PARTNERS | 509.962 $ | +12.002 $ | +2,4 % | 497.960 $ | +81.336 $ | +19,5 % | 416.624 $ | +22.179 $ | +5,6 % | 394.445 $ | +16.947 $ | +4,5 % |
| BRAVE ASSET MANAGEMENT INC | 509.273 $ | |||||||||||
| McLaughlin Asset Management, Inc. | 508.678 $ | |||||||||||
| HORIZON BANCORP INC /IN/ | 508.000 $ | +44.000 $ | +9,5 % | 464.000 $ | -29.000 $ | -5,9 % | 493.000 $ | +14.000 $ | +2,9 % | |||
| ACCESS FINANCIAL SERVICES, INC. | 507.537 $ | +76.645 $ | +17,8 % | 430.892 $ | -41.336 $ | -8,8 % | 472.228 $ | +13.391 $ | +2,9 % | |||
| M. Kraus & Co | 502.249 $ | -5.269 $ | -1,0 % | 507.518 $ | +232.018 $ | +84,2 % | 275.500 $ | -192.230 $ | -41,1 % | 467.730 $ | +28.281 $ | +6,4 % |
| BALANCED WEALTH GROUP LLC | 507.411 $ | +155.013 $ | +44,0 % | 352.398 $ | -50.978 $ | -12,6 % | 403.376 $ | +35.477 $ | +9,6 % | |||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 506.638 $ | +226.005 $ | +80,5 % | 280.633 $ | +31.654 $ | +12,7 % | 248.979 $ | +125.844 $ | +102,2 % | |||
| INTRUST BANK NA | 498.764 $ | +40.895 $ | +8,9 % | 457.869 $ | -48.058 $ | -9,5 % | 505.927 $ | +8.528 $ | +1,7 % | |||
| Hubbell Strickland Wealth Management, LLC | 504.609 $ | +83.192 $ | +19,7 % | 421.417 $ | -39.591 $ | -8,6 % | 461.008 $ | -17.047 $ | -3,6 % | |||
| Diesslin Group, Inc. | 443.196 $ | +59.038 $ | +15,4 % | 384.158 $ | -118.447 $ | -23,6 % | 502.605 $ | +138.878 $ | +38,2 % | 363.727 $ | ||
| Ted Buchan & Co | 435.535 $ | -66.463 $ | -13,2 % | 501.998 $ | +134.557 $ | +36,6 % | 367.441 $ | |||||
| BDFS Capital LLC | 501.461 $ | +12.173 $ | +2,5 % | 489.288 $ | +59.855 $ | +13,9 % | 429.433 $ | -33.239 $ | -7,2 % | 462.672 $ | ||
| INVESTMENT HOUSE LLC | 332.741 $ | -4.097 $ | -1,2 % | 336.838 $ | -162.770 $ | -32,6 % | 499.608 $ | -11.799 $ | -2,3 % | |||
| KilterHowling LLC | 499.186 $ | +59.962 $ | +13,7 % | 439.224 $ | +49.379 $ | +12,7 % | 389.845 $ | +7.405 $ | +1,9 % | |||
| Lotus Asset Management LLC | 498.421 $ | +96.348 $ | +24,0 % | 402.073 $ | ||||||||
| Mascoma Wealth Management LLC | 497.718 $ | +74.894 $ | +17,7 % | 422.824 $ | +55.202 $ | +15,0 % | 367.622 $ | +10.186 $ | +2,8 % | |||
| CAHABA WEALTH MANAGEMENT, INC. | 497.632 $ | |||||||||||
| BlueStem Wealth Partners, LLC | 497.427 $ | +291.765 $ | +141,9 % | 205.662 $ | -222.516 $ | -52,0 % | 428.178 $ | -12.374 $ | -2,8 % | |||
| Schneider Downs Wealth Management Advisors, LP | 496.912 $ | +117.549 $ | +31,0 % | 379.363 $ | -56.709 $ | -13,0 % | 436.072 $ | +553 $ | +0,1 % | |||
| CONTINUUM WEALTH ADVISORS, LLC | 496.241 $ | +6.611 $ | +1,4 % | 489.630 $ | +278.001 $ | +131,4 % | 211.629 $ | -15.292 $ | -6,7 % | 226.921 $ | +4.728 $ | +2,1 % |
| Herold Advisors, Inc. | 495.569 $ | +36.569 $ | +8,0 % | 459.000 $ | +120.323 $ | +35,5 % | 338.677 $ | -29.474 $ | -8,0 % | 368.151 $ | +1.999 $ | +0,5 % |
| Odyssey Group, LLC | 494.654 $ | |||||||||||
| Prudent Man Investment Management, Inc. | 494.499 $ | +0 $ | +0,0 % | 494.499 $ | +0 $ | +0,0 % | 494.499 $ | +131.514 $ | +36,2 % | |||
| SpringVest Wealth Management LLC | 494.494 $ | +81.124 $ | +19,6 % | 413.370 $ | -50.996 $ | -11,0 % | 464.366 $ | +11.643 $ | +2,6 % | |||
| TriaGen Wealth Management LLC | 493.632 $ | +25.114 $ | +5,4 % | 468.518 $ | +126.635 $ | +37,0 % | 341.883 $ | -27.469 $ | -7,4 % | 369.352 $ | +3.503 $ | +1,0 % |
| Foster Victor Wealth Advisors, LLC | 492.049 $ | +197.581 $ | +67,1 % | 294.468 $ | +2.963 $ | +1,0 % | 291.505 $ | -7.178 $ | -2,4 % | 298.683 $ | +38.478 $ | +14,8 % |
| Community Financial Services Group, LLC | 430.902 $ | -60.895 $ | -12,4 % | 491.797 $ | +93.816 $ | +23,6 % | 397.981 $ | |||||
| Clarendon Private LLC | 488.394 $ | -2.804 $ | -0,6 % | 491.198 $ | +35.444 $ | +7,8 % | 455.754 $ | -10.763 $ | -2,3 % | |||
| URS Advisory LLC | 490.292 $ | +132.900 $ | +37,2 % | 357.392 $ | -28.308 $ | -7,3 % | 385.700 $ | |||||
| Alexander Randolph Advisory, Inc. | 453.518 $ | -36.439 $ | -7,4 % | 489.957 $ | -5.806 $ | -1,2 % | ||||||
| Steigerwald, Gordon & Koch Inc. | 489.227 $ | +85.133 $ | +21,1 % | 404.094 $ | -31.046 $ | -7,1 % | 435.140 $ | +23.935 $ | +5,8 % | |||
| Orion Capital Management LLC | 477.612 $ | +26.197 $ | +5,8 % | 451.415 $ | -33.815 $ | -7,0 % | 485.230 $ | +51.290 $ | +11,8 % | |||
| Intrua Financial, LLC | 428.210 $ | -22.598 $ | -5,0 % | 450.808 $ | -34.197 $ | -7,1 % | 485.005 $ | +63.269 $ | +15,0 % | |||
| TCV Trust & Wealth Management, Inc. | 484.422 $ | +222.490 $ | +84,9 % | 261.932 $ | +44.068 $ | +20,2 % | 217.864 $ | -12.416 $ | -5,4 % | 230.280 $ | +22.600 $ | +10,9 % |
| Churchill Financial Advisors, LLC | 420.660 $ | -60.836 $ | -12,6 % | 481.496 $ | -2.560 $ | -0,5 % | 484.056 $ | +37.184 $ | +8,3 % | 446.872 $ | ||
| Financial Gravity Companies, Inc. | 481.775 $ | |||||||||||
| Copia Wealth Management | 481.217 $ | +85.031 $ | +21,5 % | 396.186 $ | +14.179 $ | +3,7 % | 382.007 $ | +4.724 $ | +1,3 % | |||
| Tanglewood Legacy Advisors, LLC | 376.666 $ | -18.685 $ | -4,7 % | 395.351 $ | -84.304 $ | -17,6 % | 479.655 $ | +11.139 $ | +2,4 % | |||
| Charles Schwab Trust Co | 478.949 $ | +261.438 $ | +120,2 % | 217.511 $ | ||||||||
| Thayer Financial, L.L.C. | 478.574 $ | |||||||||||
| Spectrum Wealth Advisory Group, LLC | 478.380 $ | +206.919 $ | +76,2 % | 271.461 $ | -21.504 $ | -7,3 % | 292.965 $ | +3.074 $ | +1,1 % | |||
| Nicht ausgewiesen | 478.080 $ | +97.823 $ | +25,7 % | 380.257 $ | +3.367 $ | +0,9 % | 376.890 $ | +3.575 $ | +1,0 % | |||
| Foundation Wealth Management, LLC\PA | 410.187 $ | -67.176 $ | -14,1 % | 477.363 $ | +88.733 $ | +22,8 % | 388.630 $ | -31.225 $ | -7,4 % | 419.855 $ | +3.982 $ | +1,0 % |
| CAMPBELL CAPITAL MANAGEMENT INC | 477.124 $ | +129.124 $ | +37,1 % | 348.000 $ | -28.136 $ | -7,5 % | 376.136 $ | +3.568 $ | +1,0 % | |||
| Summit Place Financial Advisors, LLC | 388.713 $ | +34.684 $ | +9,8 % | 354.029 $ | -120.924 $ | -25,5 % | 474.953 $ | +46.613 $ | +10,9 % | |||
| Monument Group Wealth Advisors, LLC | 473.461 $ | +28.249 $ | +6,3 % | 445.212 $ | +69.611 $ | +18,5 % | 375.601 $ | -46.337 $ | -11,0 % | 421.938 $ | +11.310 $ | +2,8 % |
| Grant Street Asset Management, Inc. | 358.583 $ | -89.983 $ | -20,1 % | 448.566 $ | -24.377 $ | -5,2 % | 472.943 $ | +59.717 $ | +14,5 % | |||
| HORIZON FINANCIAL SERVICES, LLC | 472.846 $ | +211.899 $ | +81,2 % | 260.947 $ | -20.967 $ | -7,4 % | 281.914 $ | -2.552 $ | -0,9 % | |||
| NTV ASSET MANAGEMENT LLC | 357.126 $ | -115.115 $ | -24,4 % | 472.241 $ | +75.753 $ | +19,1 % | 396.488 $ | +3.761 $ | +1,0 % | |||
| Encompass More Asset Management | 471.579 $ | |||||||||||
| Retirement Investment Advisors, Inc. | 471.514 $ | +37.858 $ | +8,7 % | 433.656 $ | +80.133 $ | +22,7 % | 353.523 $ | +0 $ | +0,0 % | 353.523 $ | +3.354 $ | +1,0 % |
| NavPoint Financial, Inc. | 235.376 $ | -33.681 $ | -12,5 % | 269.057 $ | -202.078 $ | -42,9 % | 471.135 $ | +213.912 $ | +83,2 % | 257.223 $ | +26.582 $ | +11,5 % |
| B & T Capital Management DBA Alpha Capital Management | 329.278 $ | +71.618 $ | +27,8 % | 257.660 $ | -213.456 $ | -45,3 % | 471.116 $ | +15.088 $ | +3,3 % | |||
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 470.258 $ | +246.397 $ | +110,1 % | 223.861 $ | +18.833 $ | +9,2 % | 205.028 $ | -23.441 $ | -10,3 % | |||
| Avondale Wealth Management | 288.627 $ | -21.307 $ | -6,9 % | 309.934 $ | -160.075 $ | -34,1 % | 470.009 $ | +132.316 $ | +39,2 % | |||
| Kapstone Financial Advisors LLC | 469.889 $ | +263.062 $ | +127,2 % | 206.827 $ | ||||||||
| PFW Advisors LLC | 469.502 $ | +23.426 $ | +5,3 % | 446.076 $ | +120.631 $ | +37,1 % | 325.445 $ | -26.083 $ | -7,4 % | 351.528 $ | +3.395 $ | +1,0 % |
| Hughes Financial Services, LLC | 402.540 $ | -15.239 $ | -3,6 % | 417.779 $ | -51.540 $ | -11,0 % | 469.319 $ | -5.845 $ | -1,2 % | |||
| JEPPSON WEALTH MANAGEMENT, LLC | 468.971 $ | +23.434 $ | +5,3 % | 445.537 $ | +120.729 $ | +37,2 % | 324.808 $ | -26.506 $ | -7,5 % | 351.314 $ | +3.657 $ | +1,1 % |
| LANE BROTHERS & CO INC | 467.562 $ | +126.377 $ | +37,0 % | 341.185 $ | -27.413 $ | -7,4 % | 368.598 $ | |||||
| Benchmark Financial Wealth Advisors, LLC | 466.888 $ | |||||||||||
| TILIA FIDUCIARY PARTNERS, INC. | 466.236 $ | +22.817 $ | +5,1 % | 443.419 $ | +105.025 $ | +31,0 % | 338.394 $ | -72.142 $ | -17,6 % | 410.536 $ | +48.420 $ | +13,4 % |
| Briggs Wealth Management, Inc | 453.830 $ | +130.088 $ | +40,2 % | 323.742 $ | -142.319 $ | -30,5 % | 466.061 $ | |||||
| Barnett & Company, Inc. | 465.747 $ | +131.009 $ | +39,1 % | 334.738 $ | -38.819 $ | -10,4 % | 373.557 $ | +18.623 $ | +5,2 % | |||
| GENTRY PRIVATE WEALTH, LLC | 463.878 $ | -102.029 $ | -18,0 % | |||||||||
| Unified Investment Management | 399.798 $ | -57.819 $ | -12,6 % | 457.617 $ | -5.634 $ | -1,2 % | 463.251 $ | +30.627 $ | +7,1 % | 432.624 $ | -10.217 $ | -2,3 % |
| Tenon Financial LLC | 463.203 $ | +222.251 $ | +92,2 % | 240.952 $ | +27.267 $ | +12,8 % | ||||||
| Five Oceans Advisors | 462.970 $ | +11.238 $ | +2,5 % | 451.732 $ | +68.218 $ | +17,8 % | 383.514 $ | -29.685 $ | -7,2 % | 413.199 $ | +8.608 $ | +2,1 % |
| Z3 Capital Partners, LLC | 349.540 $ | -6.634 $ | -1,9 % | 356.174 $ | -105.143 $ | -22,8 % | 461.317 $ | |||||
| Spectrum Investment Advisors, Inc. | 203.512 $ | -257.758 $ | -55,9 % | 461.270 $ | ||||||||
| Truvestments Capital LLC | 460.880 $ | +166.159 $ | +56,4 % | 294.721 $ | +5.623 $ | +1,9 % | 289.098 $ | -1.942 $ | -0,7 % | |||
| Infinity Wealth Counsel, LLC | 460.832 $ | +22.552 $ | +5,1 % | 438.280 $ | +159.192 $ | +57,0 % | 279.088 $ | -22.424 $ | -7,4 % | 301.512 $ | +2.860 $ | +1,0 % |
| KING LUTHER CAPITAL MANAGEMENT CORP | 459.913 $ | +124.310 $ | +37,0 % | 335.603 $ | -26.965 $ | -7,4 % | 362.568 $ | -8.507 $ | -2,3 % | |||
| DEFINE FINANCIAL, LLC | 459.555 $ | +23.003 $ | +5,3 % | 436.552 $ | +118.376 $ | +37,2 % | 318.176 $ | -25.208 $ | -7,3 % | 343.384 $ | +3.603 $ | +1,1 % |
| CBIZ Investment Advisory Services, LLC | 459.528 $ | +0 $ | +0,0 % | 459.528 $ | +18.433 $ | +4,2 % | 441.095 $ | +5.214 $ | +1,2 % | |||
| Icon Wealth Advisors, LLC | 459.463 $ | +27.993 $ | +6,5 % | 431.470 $ | +10.819 $ | +2,6 % | ||||||
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 459.442 $ | |||||||||||
| VeraBank, N.A. | 457.914 $ | +201.497 $ | +78,6 % | 256.417 $ | -201.848 $ | -44,0 % | 458.265 $ | +207.716 $ | +82,9 % | |||
| Wealth Dimensions Group, Ltd. | 457.550 $ | +123.674 $ | +37,0 % | 333.876 $ | -26.791 $ | -7,4 % | 360.667 $ | |||||
| Nicht ausgewiesen | 427.026 $ | -29.301 $ | -6,4 % | 456.327 $ | +110.258 $ | +31,9 % | 346.069 $ | -27.805 $ | -7,4 % | 373.874 $ | +3.546 $ | +1,0 % |
| TORONTO DOMINION BANK | 456.200 $ | |||||||||||
| Everstar Asset Management, LLC | 450.179 $ | -5.543 $ | -1,2 % | 455.722 $ | +30.130 $ | +7,1 % | 425.592 $ | -10.051 $ | -2,3 % | |||
| Sand Hill Global Advisors, LLC | 455.610 $ | +128.379 $ | +39,2 % | 327.231 $ | -42.875 $ | -11,6 % | 370.106 $ | +13.963 $ | +3,9 % | |||
| Mayflower Financial Advisors, LLC | 455.233 $ | +230.647 $ | +102,7 % | 224.586 $ | -98.593 $ | -30,5 % | 323.179 $ | -83.403 $ | -20,5 % | |||
| Palacios Wealth Management, LLC | 455.132 $ | |||||||||||
| Baldwin Investment Management, LLC | 454.934 $ | |||||||||||
| Poehling Capital Management, INC. | 435.006 $ | -18.964 $ | -4,2 % | 453.970 $ | +206.295 $ | +83,3 % | 247.675 $ | -185.120 $ | -42,8 % | 432.795 $ | +196.032 $ | +82,8 % |
| Atlas Brown,Inc. | 453.556 $ | +22.610 $ | +5,2 % | 430.946 $ | +116.521 $ | +37,1 % | 314.425 $ | -25.226 $ | -7,4 % | 339.651 $ | +3.259 $ | +1,0 % |
| Aspen Wealth Management LLC | 453.307 $ | +23.448 $ | +5,5 % | 429.859 $ | +70.739 $ | +19,7 % | 359.120 $ | -44.042 $ | -10,9 % | 403.162 $ | +10.619 $ | +2,7 % |
| Montecito Bank & Trust | 452.051 $ | +213.011 $ | +89,1 % | 239.040 $ | ||||||||
| Clarkston Capital Partners, LLC | 451.609 $ | +17.817 $ | +4,1 % | |||||||||
| FIRST UNITED BANK & TRUST | 320.942 $ | -69.757 $ | -17,9 % | 390.699 $ | -60.886 $ | -13,5 % | 451.585 $ | +122.310 $ | +37,1 % | 329.275 $ | +114.940 $ | +53,6 % |
| Everest Private Wealth | 451.308 $ | +156.870 $ | +53,3 % | 294.438 $ | -23.657 $ | -7,4 % | 318.095 $ | +3.017 $ | +1,0 % | |||
| MASECO LLP | 450.620 $ | +304.597 $ | +208,6 % | 146.023 $ | -158.792 $ | -52,1 % | 304.815 $ | +67.545 $ | +28,5 % | |||
| TOEWS CORP /ADV | 450.187 $ | |||||||||||
| Legacy Capital Wealth Partners, LLC | 449.960 $ | +10.923 $ | +2,5 % | 439.037 $ | +66.301 $ | +17,8 % | 372.736 $ | -28.851 $ | -7,2 % | 401.587 $ | +8.366 $ | +2,1 % |
| New Perspectives, Inc | 449.466 $ | +24.274 $ | +5,7 % | 425.192 $ | +37.939 $ | +9,8 % | 387.253 $ | -36.462 $ | -8,6 % | 423.715 $ | -5.144 $ | -1,2 % |
| Momentous Wealth Management, Inc. | 234.988 $ | -213.888 $ | -47,6 % | 448.876 $ | +242.316 $ | +117,3 % | 206.560 $ | -15.988 $ | -7,2 % | 222.548 $ | -46.829 $ | -17,4 % |
| BLUELINE ADVISORS LLC | 356.887 $ | -8.068 $ | -2,2 % | 364.955 $ | +36.971 $ | +11,3 % | 327.984 $ | -119.038 $ | -26,6 % | 447.022 $ | ||
| Centric Wealth Management | 446.656 $ | +236.367 $ | +112,4 % | 210.289 $ | -13.694 $ | -6,1 % | 223.983 $ | +14.438 $ | +6,9 % | |||
| Vantus Wealth LLC | 446.365 $ | +94.066 $ | +26,7 % | 352.299 $ | ||||||||
| GLOBALT Investments LLC / GA | 446.317 $ | -105 $ | -0,0 % | |||||||||
| DEARBORN PARTNERS LLC | 445.502 $ | +224.443 $ | +101,5 % | 221.059 $ | ||||||||
| Financial Gravity Asset Management, Inc. | 438.749 $ | -6.650 $ | -1,5 % | 445.399 $ | -28.022 $ | -5,9 % | ||||||
| KEYVANTAGE WEALTH, LLC | 437.484 $ | +213.369 $ | +95,2 % | 224.115 $ | -220.986 $ | -49,6 % | 445.101 $ | -8.538 $ | -1,9 % | |||
| PITTENGER & ANDERSON INC | 444.283 $ | +90.161 $ | +25,5 % | 354.122 $ | -29.645 $ | -7,7 % | 383.767 $ | +25.560 $ | +7,1 % | |||
| ALLIUM FINANCIAL ADVISORS, LLC | 441.746 $ | +119.399 $ | +37,0 % | 322.347 $ | -25.899 $ | -7,4 % | 348.246 $ | |||||
| Vested Financial Planning, LLC | 440.790 $ | +119.141 $ | +37,0 % | 321.649 $ | -25.844 $ | -7,4 % | 347.493 $ | +3.297 $ | +1,0 % | |||
| Rubicon Advisors, GP | 440.313 $ | +134.015 $ | +43,8 % | 306.298 $ | -38.933 $ | -11,3 % | 345.231 $ | |||||
| Argyle Capital Partners, LLC | 440.128 $ | +237.714 $ | +117,4 % | |||||||||
| HILL ISLAND FINANCIAL LLC | 439.342 $ | +21.500 $ | +5,1 % | 417.842 $ | +112.938 $ | +37,0 % | 304.904 $ | -24.498 $ | -7,4 % | 329.402 $ | +3.125 $ | +1,0 % |
| SEVEN MILE ADVISORY | 439.033 $ | +4.607 $ | +1,1 % | |||||||||
| MCDANIEL TERRY & CO | 438.638 $ | +187.459 $ | +74,6 % | 251.179 $ | -5.106 $ | -2,0 % | 256.285 $ | |||||
| Greenwich Wealth Management LLC | 437.000 $ | +118.000 $ | +37,0 % | 319.000 $ | -26.000 $ | -7,5 % | 345.000 $ | +4.000 $ | +1,2 % | |||
| BALDWIN WEALTH PARTNERS LLC/MA | 436.407 $ | +10.594 $ | +2,5 % | 425.813 $ | +125.154 $ | +41,6 % | 300.659 $ | -81.665 $ | -21,4 % | |||
| FOSTER & MOTLEY INC | 436.000 $ | +117.000 $ | +36,7 % | 319.000 $ | ||||||||
| Kelly Financial Services LLC | 435.554 $ | +12.520 $ | +3,0 % | 423.034 $ | +114.342 $ | +37,0 % | 308.692 $ | -24.803 $ | -7,4 % | 333.495 $ | +1.991 $ | +0,6 % |
| Sterling Group Wealth Management, LLC | 434.545 $ | +70.268 $ | +19,3 % | 364.277 $ | -45.994 $ | -11,2 % | 410.271 $ | -8.546 $ | -2,0 % | |||
| KG Capital Management | 400.918 $ | -31.015 $ | -7,2 % | 431.933 $ | +3.523 $ | +0,8 % | 428.410 $ | -6.044 $ | -1,4 % | 434.454 $ | -5.348 $ | -1,2 % |
| GatePass Capital, LLC | 433.968 $ | +117.257 $ | +37,0 % | 316.711 $ | -25.447 $ | -7,4 % | 342.158 $ | |||||
| Gibson Wealth Advisors LLC | 432.600 $ | +117.800 $ | +37,4 % | 314.800 $ | +150 $ | +0,0 % | ||||||
| OneAscent Family Office, LLC | 431.181 $ | +49.093 $ | +12,8 % | 382.088 $ | +86.640 $ | +29,3 % | 295.448 $ | +40.491 $ | +15,9 % | |||
| WADDELL & ASSOCIATES, LLC | 430.792 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 430.412 $ | +36.457 $ | +9,3 % | 393.955 $ | -22.564 $ | -5,4 % | 416.519 $ | |||||
| RESOLUTE CAPITAL, LLC | 429.746 $ | +121.802 $ | +39,6 % | 307.944 $ | -26.652 $ | -8,0 % | 334.596 $ | |||||
| CRUX WEALTH ADVISORS | 429.491 $ | +39.559 $ | +10,1 % | 389.932 $ | -2.033 $ | -0,5 % | 391.965 $ | +16.863 $ | +4,5 % | |||
| CORNERSTONE ENTERPRISES, LLC | 428.535 $ | +184.714 $ | +75,8 % | 243.821 $ | ||||||||
| MUIRFIELD WEALTH ADVISORS LLC | 427.842 $ | +39.473 $ | +10,2 % | 388.369 $ | -20.638 $ | -5,0 % | 409.007 $ | -23.621 $ | -5,5 % | |||
| Marquette Asset Management, LLC | 427.162 $ | +20.904 $ | +5,1 % | 406.258 $ | +109.676 $ | +37,0 % | 296.582 $ | -23.830 $ | -7,4 % | 320.412 $ | +3.040 $ | +1,0 % |
| Powers Advisory Group, LLC | 424.886 $ | +170.498 $ | +67,0 % | 254.388 $ | -1.623 $ | -0,6 % | 256.011 $ | +18.323 $ | +7,7 % | 237.688 $ | -4.019 $ | -1,7 % |
| Private Wealth Management Group, LLC | 424.155 $ | +33.618 $ | +8,6 % | 390.537 $ | +9.056 $ | +2,4 % | 381.481 $ | +14.173 $ | +3,9 % | 367.308 $ | +112.050 $ | +43,9 % |
| Ritter Daniher Financial Advisory LLC / DE | 421.109 $ | +5.395 $ | +1,3 % | 415.714 $ | -7.986 $ | -1,9 % | 423.700 $ | +185.601 $ | +78,0 % | |||
| Intellectus Partners, LLC | 368.571 $ | -54.806 $ | -12,9 % | 423.377 $ | +103.560 $ | +32,4 % | 319.817 $ | +39.169 $ | +14,0 % | |||
| Voya Financial Advisors, Inc. | 422.808 $ | |||||||||||
| Parcion Private Wealth LLC | 422.110 $ | +63.744 $ | +17,8 % | 358.366 $ | -27.738 $ | -7,2 % | 386.104 $ | +8.044 $ | +2,1 % | |||
| Kestra Investment Management, LLC | 421.588 $ | +78.183 $ | +22,8 % | 343.405 $ | +73.053 $ | +27,0 % | ||||||
| Huntleigh Advisors, Inc. | 420.710 $ | +113.714 $ | +37,0 % | 306.996 $ | +39.723 $ | +14,9 % | 267.273 $ | |||||
| MITCHELL CAPITAL MANAGEMENT CO | 420.649 $ | +69.009 $ | +19,6 % | 351.640 $ | -43.381 $ | -11,0 % | 395.021 $ | +9.905 $ | +2,6 % | |||
| BlackDiamond Wealth Management, LLC | 420.394 $ | +112.002 $ | +36,3 % | 308.392 $ | -23.758 $ | -7,2 % | 332.150 $ | -47.885 $ | -12,6 % | |||
| Northeast Financial Group, Inc. | 390.027 $ | -30.188 $ | -7,2 % | 420.215 $ | -13.631 $ | -3,1 % | ||||||
| Lesa Sroufe & Co | 378.000 $ | -42.000 $ | -10,0 % | 420.000 $ | +4.000 $ | +1,0 % | ||||||
| AMERICAN NATIONAL BANK & TRUST | 415.440 $ | +18.292 $ | +4,6 % | 397.148 $ | -2.869 $ | -0,7 % | 400.017 $ | -19.528 $ | -4,7 % | 419.545 $ | +6.382 $ | +1,5 % |
| TD Capital Management LLC | 397.082 $ | -20.614 $ | -4,9 % | 417.696 $ | +77.489 $ | +22,8 % | 340.207 $ | +39.527 $ | +13,1 % | |||
| Mattern Wealth Management LLC | 416.886 $ | +112.680 $ | +37,0 % | 304.206 $ | -24.442 $ | -7,4 % | 328.648 $ | -15.548 $ | -4,5 % | |||
| WESPAC Advisors SoCal, LLC | 416.219 $ | +20.369 $ | +5,1 % | 395.850 $ | +106.994 $ | +37,0 % | 288.856 $ | +27.294 $ | +10,4 % | 261.562 $ | +2.481 $ | +1,0 % |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 415.512 $ | +20.334 $ | +5,1 % | 395.178 $ | +106.760 $ | +37,0 % | 288.418 $ | -23.174 $ | -7,4 % | 311.592 $ | +2.956 $ | +1,0 % |
| Cerro Pacific Wealth Advisors LLC | 360.998 $ | -52.064 $ | -12,6 % | 413.062 $ | +111.646 $ | +37,0 % | 301.416 $ | -37.032 $ | -10,9 % | 338.448 $ | -19.968 $ | -5,6 % |
| Ruggiero Investments, Inc. | 412.822 $ | +104.430 $ | +33,9 % | 308.392 $ | -37.593 $ | -10,9 % | 345.985 $ | |||||
| Independence Bank of Kentucky | 412.774 $ | +67.209 $ | +19,4 % | 345.565 $ | -58.469 $ | -14,5 % | 404.034 $ | -1.706 $ | -0,4 % | |||
| TCP Asset Management, LLC | 384.072 $ | -28.402 $ | -6,9 % | 412.474 $ | +39.083 $ | +10,5 % | 373.391 $ | -36.286 $ | -8,9 % | 409.677 $ | -2.319 $ | -0,6 % |
| HOWARD FINANCIAL SERVICES, LTD. | 411.912 $ | +111.649 $ | +37,2 % | 300.263 $ | -53.190 $ | -15,0 % | 353.453 $ | +42.490 $ | +13,7 % | |||
| Objective Capital Management, LLC | 321.715 $ | +15.744 $ | +5,1 % | 305.971 $ | -103.584 $ | -25,3 % | 409.555 $ | -89.444 $ | -17,9 % | |||
| Robinswood Financial LLC | 409.368 $ | +26.353 $ | +6,9 % | 383.015 $ | +26.727 $ | +7,5 % | 356.288 $ | +8.446 $ | +2,4 % | |||
| New Millennium Group LLC | 409.311 $ | -7.585 $ | -1,8 % | |||||||||
| RTD Financial Advisors, Inc. | 408.895 $ | +9.926 $ | +2,5 % | 398.969 $ | +60.250 $ | +17,8 % | 338.719 $ | -26.218 $ | -7,2 % | 364.937 $ | -22.362 $ | -5,8 % |
| MB, LEVIS & ASSOCIATES, LLC | 408.863 $ | +2.432 $ | +0,6 % | 406.431 $ | +106.774 $ | +35,6 % | 299.657 $ | -24.161 $ | -7,5 % | 323.818 $ | +3.510 $ | +1,1 % |
| United Financial Planning Group LLC | 408.854 $ | +6.997 $ | +1,7 % | 401.857 $ | +29.768 $ | +8,0 % | 372.089 $ | -6.521 $ | -1,7 % | |||
| Alpine Bank Wealth Management | 408.383 $ | +7.444 $ | +1,9 % | 400.939 $ | +43.133 $ | +12,1 % | ||||||
| Alliance Wealth Advisors, LLC /UT | 408.280 $ | +110.354 $ | +37,0 % | 297.926 $ | -23.938 $ | -7,4 % | 321.864 $ | |||||
| Kelman-Lazarov, Inc. | 406.349 $ | |||||||||||
| Altus Wealth Group LLC | 406.165 $ | +19.876 $ | +5,1 % | 386.289 $ | +104.410 $ | +37,0 % | 281.879 $ | -22.648 $ | -7,4 % | 304.527 $ | +2.888 $ | +1,0 % |
| Rise Advisors, LLC | 405.289 $ | +20.286 $ | +5,3 % | 385.003 $ | +100.807 $ | +35,5 % | 284.196 $ | -18.640 $ | -6,2 % | 302.836 $ | +6.165 $ | +2,1 % |
| WIMMER ASSOCIATES 1, LLC | 404.806 $ | |||||||||||
| GFG Capital, LLC | 404.579 $ | +20.247 $ | +5,3 % | 384.332 $ | +104.026 $ | +37,1 % | 280.306 $ | -22.202 $ | -7,3 % | 302.508 $ | +3.171 $ | +1,1 % |
| 4WEALTH ADVISORS, INC. | 404.198 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 402.481 $ | +92.811 $ | +30,0 % | 309.670 $ | -6.463 $ | -2,0 % | 316.133 $ | +2.243 $ | +0,7 % | |||
| Morangie Management LLC | 402.144 $ | +19.680 $ | +5,1 % | 382.464 $ | +103.376 $ | +37,0 % | 279.088 $ | -22.424 $ | -7,4 % | 301.512 $ | +2.860 $ | +1,0 % |
| Hurlow Wealth Management Group, Inc. | 401.537 $ | +108.755 $ | +37,1 % | 292.782 $ | -23.524 $ | -7,4 % | 316.306 $ | +79.157 $ | +33,4 % | |||
| Blom & Howell Financial Planning, Inc. | 401.233 $ | +113.604 $ | +39,5 % | 287.629 $ | -34.784 $ | -10,8 % | 322.413 $ | |||||
| Paladin Advisory Group, LLC | 390.661 $ | +1.155 $ | +0,3 % | 389.506 $ | -11.065 $ | -2,8 % | 400.571 $ | -116.091 $ | -22,5 % | |||
| Occam Crest Management LP | 400.500 $ | |||||||||||
| Polaris Investment Advisors, LLC | 380.598 $ | -14.156 $ | -3,6 % | 394.754 $ | +32.367 $ | +8,9 % | 362.387 $ | -38.036 $ | -9,5 % | 400.423 $ | ||
| Northside Capital Management, LLC | 397.345 $ | +50.845 $ | +14,7 % | 346.500 $ | -52.876 $ | -13,2 % | 399.376 $ | +108.753 $ | +37,4 % | 290.623 $ | +138 $ | +0,0 % |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 399.197 $ | +122.025 $ | +44,0 % | 277.172 $ | -19.878 $ | -6,7 % | 297.050 $ | +5.181 $ | +1,8 % | |||
| Morse Asset Management, Inc | 398.474 $ | +106.489 $ | +36,5 % | 291.985 $ | -23.606 $ | -7,5 % | 315.591 $ | +133.702 $ | +73,5 % | |||
| AIRE ADVISORS, LLC | 397.301 $ | +22.250 $ | +5,9 % | 375.051 $ | +34.261 $ | +10,1 % | 340.790 $ | -18.508 $ | -5,2 % | 359.298 $ | +36.564 $ | +11,3 % |
| TFR Capital, LLC. | 368.958 $ | +34.588 $ | +10,3 % | 334.370 $ | -62.302 $ | -15,7 % | 396.672 $ | +20.007 $ | +5,3 % | |||
| YHB Investment Advisors, Inc. | 396.159 $ | +13.412 $ | +3,5 % | 382.747 $ | +103.400 $ | +37,0 % | 279.347 $ | -22.445 $ | -7,4 % | 301.792 $ | +20.312 $ | +7,2 % |
| Seaside Wealth Management, Inc. | 395.252 $ | +100.814 $ | +34,2 % | 294.438 $ | -23.657 $ | -7,4 % | 318.095 $ | +3.017 $ | +1,0 % | |||
| Occidental Asset Management, LLC | 394.132 $ | +106.631 $ | +37,1 % | 287.501 $ | ||||||||
| Summit Financial Consulting LLC | 394.097 $ | |||||||||||
| Engineers Gate Manager LP | 393.846 $ | |||||||||||
| Prosperity Advisers, LLC | 391.310 $ | +91.883 $ | +30,7 % | 299.427 $ | -8.115 $ | -2,6 % | 307.542 $ | |||||
| Pioneer Wealth Management Group | 391.103 $ | +40.424 $ | +11,5 % | 350.679 $ | +94.625 $ | +37,0 % | 256.054 $ | -14.509 $ | -5,4 % | 270.563 $ | +2.572 $ | +1,0 % |
| WESTCO ADVISORY SERVICES INC /ADV | 390.482 $ | +17.326 $ | +4,6 % | 373.156 $ | +40.786 $ | +12,3 % | 332.370 $ | +7.561 $ | +2,3 % | 324.809 $ | ||
| MONETARY MANAGEMENT GROUP INC | 390.014 $ | +43.654 $ | +12,6 % | 346.360 $ | -22.383 $ | -6,1 % | 368.743 $ | +14.765 $ | +4,2 % | |||
| ARS Wealth Advisors Group, LLC | 340.940 $ | -48.282 $ | -12,4 % | 389.222 $ | +114.827 $ | +41,8 % | 274.395 $ | -33.636 $ | -10,9 % | 308.031 $ | -5.942 $ | -1,9 % |
| FLP Wealth Management, LLC | 386.475 $ | |||||||||||
| CONSCIOUS WEALTH INVESTMENTS, LLC | 385.153 $ | +59.785 $ | +18,4 % | 325.368 $ | ||||||||
| Allie Family Office LLC | 384.930 $ | |||||||||||
| MLP3, LLC | 331.740 $ | -47.976 $ | -12,6 % | 379.716 $ | -4.676 $ | -1,2 % | 384.392 $ | +25.414 $ | +7,1 % | 358.978 $ | ||
| Henson-Edgewater Management, LLC | 384.306 $ | +180.318 $ | +88,4 % | 203.988 $ | -16.349 $ | -7,4 % | 220.337 $ | |||||
| Register Financial Advisors LLC | 383.922 $ | |||||||||||
| PRIMORIS WEALTH ADVISORS, LLC | 383.458 $ | +127.764 $ | +50,0 % | 255.694 $ | +39.028 $ | +18,0 % | ||||||
| Blue Zone Wealth Advisors, LLC | 205.093 $ | -176.155 $ | -46,2 % | 381.248 $ | +57.574 $ | +17,8 % | 323.674 $ | -25.054 $ | -7,2 % | 348.728 $ | +7.265 $ | +2,1 % |
| Fairway Wealth LLC | 380.308 $ | +90.570 $ | +31,3 % | 289.738 $ | +100.345 $ | +53,0 % | 189.393 $ | +3.466 $ | +1,9 % | |||
| O'Keefe Stevens Advisory, Inc. | 379.934 $ | |||||||||||
| REBALANCE, LLC | 378.485 $ | +35.853 $ | +10,5 % | 342.632 $ | +92.610 $ | +37,0 % | 250.022 $ | -20.089 $ | -7,4 % | 270.111 $ | +2.562 $ | +1,0 % |
| Ring Mountain Capital, LLC | 378.276 $ | +18.153 $ | +5,0 % | 360.123 $ | +60.123 $ | +20,0 % | 300.000 $ | -25.000 $ | -7,7 % | 325.000 $ | +6.000 $ | +1,9 % |
| Palisade Asset Management, LLC | 378.013 $ | +62.014 $ | +19,6 % | 315.999 $ | -38.983 $ | -11,0 % | 354.982 $ | -48.917 $ | -12,1 % | |||
| STRATEGY ASSET MANAGERS LLC | 377.272 $ | +6.901 $ | +1,9 % | 370.371 $ | +59.568 $ | +19,2 % | 310.803 $ | -37.510 $ | -10,8 % | 348.313 $ | +3.632 $ | +1,1 % |
| BlueSky Wealth Advisors, LLC | 348.971 $ | -27.919 $ | -7,4 % | 376.890 $ | +21.494 $ | +6,0 % | ||||||
| Marshall Financial Group, LLC | 373.588 $ | +32.210 $ | +9,4 % | 341.378 $ | -34.980 $ | -9,3 % | 376.358 $ | +7.671 $ | +2,1 % | |||
| Stark Wealth Management LLC | 375.621 $ | +9.419 $ | +2,6 % | |||||||||
| Beacon Wealthcare LLC | 374.999 $ | +18.351 $ | +5,1 % | 356.648 $ | +96.398 $ | +37,0 % | 260.250 $ | -20.910 $ | -7,4 % | 281.160 $ | -2.559 $ | -0,9 % |
| RCS Financial Planning, LLC | 374.038 $ | -50.578 $ | -11,9 % | |||||||||
| Frederick Financial Consultants, LLC | 373.859 $ | +101.050 $ | +37,0 % | 272.809 $ | -21.919 $ | -7,4 % | 294.728 $ | +2.796 $ | +1,0 % | |||
| Cambridge Financial Group, LLC | 373.524 $ | -2.428 $ | -0,6 % | |||||||||
| MONEYWISE, INC. | 265.576 $ | -107.743 $ | -28,9 % | 373.319 $ | ||||||||
| Strategic Wealth Advisors LLC | 373.000 $ | +3.000 $ | +0,8 % | 370.000 $ | -3.000 $ | -0,8 % | 373.000 $ | |||||
| Manske Wealth Management | 372.902 $ | +93.814 $ | +33,6 % | 279.088 $ | -22.424 $ | -7,4 % | 301.512 $ | |||||
| Provident Wealth Management, LLC | 372.453 $ | +19.055 $ | +5,4 % | 353.398 $ | +57.976 $ | +19,6 % | 295.422 $ | -36.445 $ | -11,0 % | 331.867 $ | +8.321 $ | +2,6 % |
| BEACON INVESTMENT ADVISORS LLC | 372.408 $ | +100.768 $ | +37,1 % | 271.640 $ | -21.722 $ | -7,4 % | 293.362 $ | +2.883 $ | +1,0 % | |||
| Gaddis Premier Wealth Advisors LLC | 371.984 $ | |||||||||||
| FAIRFIELD, BUSH & CO. | 342.818 $ | +24.484 $ | +7,7 % | 318.334 $ | -53.436 $ | -14,4 % | 371.770 $ | +2.198 $ | +0,6 % | |||
| Advance Capital Management, Inc. | 371.403 $ | |||||||||||
| Fortis Capital Management LLC | 371.253 $ | +76.477 $ | +25,9 % | 294.776 $ | -48.289 $ | -14,1 % | 343.065 $ | -85.002 $ | -19,9 % | |||
| Spectrum Planning & Advisory Services Inc. | 370.723 $ | +59.047 $ | +18,9 % | 311.676 $ | -38.230 $ | -10,9 % | 349.906 $ | +9.204 $ | +2,7 % | |||
| Blake Schutter Theil Wealth Advisors, LLC | 370.521 $ | |||||||||||
| Private Wealth Asset Management, LLC | 369.927 $ | +70.503 $ | +23,5 % | 299.424 $ | ||||||||
| Thrive Capital Management, LLC | 369.792 $ | -22.189 $ | -5,7 % | |||||||||
| Farmers & Merchants Trust Co of Long Beach | 368.283 $ | +18.841 $ | +5,4 % | 349.442 $ | +57.328 $ | +19,6 % | 292.114 $ | -77.315 $ | -20,9 % | 369.429 $ | +9.264 $ | +2,6 % |
| COMPASS CAPITAL CORP /MA/ /ADV | 369.143 $ | +37.773 $ | +11,4 % | 331.370 $ | +24.563 $ | +8,0 % | 306.807 $ | -1.056.583 $ | -77,5 % | |||
| American Financial Advisors, LLC | 367.955 $ | +97.121 $ | +35,9 % | 270.834 $ | -21.714 $ | -7,4 % | 292.548 $ | +10.444 $ | +3,7 % | |||
| Roberts Wealth Advisors, LLC | 367.456 $ | +35.156 $ | +10,6 % | 332.300 $ | +1.862 $ | +0,6 % | 330.438 $ | +37.956 $ | +13,0 % | 292.482 $ | -15.418 $ | -5,0 % |
| Summit Asset Management, LLC | 366.978 $ | +33.347 $ | +10,0 % | 333.631 $ | -18.309 $ | -5,2 % | 351.940 $ | -223.676 $ | -38,9 % | |||
| Brick & Kyle, Associates | 364.677 $ | +0 $ | +0,0 % | 364.677 $ | ||||||||
| Collaborative Capital Advisors LLC | 364.297 $ | |||||||||||
| CULLEN/FROST BANKERS, INC. | 190.694 $ | -168.268 $ | -46,9 % | 358.962 $ | -4.784 $ | -1,3 % | 363.746 $ | +88.171 $ | +32,0 % | |||
| LEE DANNER & BASS INC | 298.571 $ | +26.641 $ | +9,8 % | 271.930 $ | -91.202 $ | -25,1 % | 363.132 $ | +35.898 $ | +11,0 % | |||
| Miller Capital Partners, Inc. | 362.859 $ | +94.804 $ | +35,4 % | 268.055 $ | -21.821 $ | -7,5 % | 289.876 $ | |||||
| Trifecta Capital Advisors, LLC | 362.761 $ | +18.134 $ | +5,3 % | 344.627 $ | +80.264 $ | +30,4 % | 264.363 $ | -19.728 $ | -6,9 % | 284.091 $ | +173.028 $ | +155,8 % |
| Freedom Financial Partners LLC | 339.633 $ | +3.390 $ | +1,0 % | 336.243 $ | -26.214 $ | -7,2 % | 362.457 $ | +24.722 $ | +7,3 % | 337.735 $ | +12.187 $ | +3,7 % |
| TruNorth Capital Management, LLC | 362.079 $ | +17.720 $ | +5,1 % | 344.359 $ | +93.050 $ | +37,0 % | 251.309 $ | -20.192 $ | -7,4 % | 271.501 $ | -143.902 $ | -34,6 % |
| DAVIDSON TRUST CO | 361.335 $ | +18.486 $ | +5,4 % | 342.849 $ | +56.246 $ | +19,6 % | 286.603 $ | -35.358 $ | -11,0 % | 321.961 $ | +8.073 $ | +2,6 % |
| DAVIDSON INVESTMENT ADVISORS | 361.335 $ | +18.486 $ | +5,4 % | 342.849 $ | +56.246 $ | +19,6 % | 286.603 $ | -35.358 $ | -11,0 % | 321.961 $ | +8.073 $ | +2,6 % |
| FIRST FOUNDATION ADVISORS | 360.546 $ | |||||||||||
| First Command Advisory Services, Inc. | 154.599 $ | -71.052 $ | -31,5 % | 225.651 $ | -133.588 $ | -37,2 % | 359.239 $ | +23.077 $ | +6,9 % | |||
| Arcadia Wealth Management, Inc. | 357.292 $ | +3.389 $ | +1,0 % | |||||||||
| KFA Private Wealth Group, LLC | 357.271 $ | |||||||||||
| Evergreen Wealth Partners LLC | 355.289 $ | +54.303 $ | +18,0 % | 300.986 $ | -15.074 $ | -4,8 % | 316.060 $ | |||||
| Stonebrook Private Inc. | 240.184 $ | -65.456 $ | -21,4 % | 305.640 $ | -49.422 $ | -13,9 % | 355.062 $ | -5.794 $ | -1,6 % | |||
| Wellington Grp LLC | 257.930 $ | -74.984 $ | -22,5 % | 332.914 $ | -21.682 $ | -6,1 % | 354.596 $ | |||||
| Schaeffer Financial LLC | 353.604 $ | +105.579 $ | +42,6 % | 248.025 $ | -18.501 $ | -6,9 % | 266.526 $ | |||||
| Axos Invest Inc. | 334.982 $ | +16.393 $ | +5,1 % | 318.589 $ | +80.057 $ | +33,6 % | 238.532 $ | -114.649 $ | -32,5 % | 353.181 $ | -170.481 $ | -32,6 % |
| DIVERSIFIED MANAGEMENT INC | 352.881 $ | +17.269 $ | +5,1 % | 335.612 $ | +90.712 $ | +37,0 % | 244.900 $ | -19.677 $ | -7,4 % | 264.577 $ | ||
| JERICHO FINANCIAL, LLP | 352.756 $ | +17.481 $ | +5,2 % | 335.275 $ | +84.387 $ | +33,6 % | 250.888 $ | -17.007 $ | -6,3 % | 267.895 $ | -450.669 $ | -62,7 % |
| MMA ASSET MANAGEMENT LLC | 352.716 $ | +95.362 $ | +37,1 % | 257.354 $ | -20.654 $ | -7,4 % | 278.008 $ | -20.325 $ | -6,8 % | |||
| Sky Investment Group LLC | 352.584 $ | |||||||||||
| Boulder Wealth Advisors, LLC | 352.335 $ | +8.536 $ | +2,5 % | |||||||||
| Neumann Capital Management, LLC | 351.876 $ | +107.674 $ | +44,1 % | 244.202 $ | -19.621 $ | -7,4 % | 263.823 $ | +2.502 $ | +1,0 % | |||
| MidFirst Bank | 351.609 $ | +58.801 $ | +20,1 % | 292.808 $ | -42.202 $ | -12,6 % | 335.010 $ | |||||
| Strive Financial Group ,LLC | 350.882 $ | +40.882 $ | +13,2 % | 310.000 $ | +594 $ | +0,2 % | 309.406 $ | |||||
| Clark Wealth Partners | 350.762 $ | +3.375 $ | +1,0 % | 347.387 $ | +47.336 $ | +15,8 % | 300.051 $ | -12.699 $ | -4,1 % | 312.750 $ | +0 $ | +0,0 % |
| Plan A Wealth LLC | 350.272 $ | |||||||||||
| Values First Advisors, Inc. | 349.955 $ | +94.589 $ | +37,0 % | 255.366 $ | -20.517 $ | -7,4 % | 275.883 $ | -62.340 $ | -18,4 % | |||
| WASHINGTON TRUST BANK | 349.835 $ | |||||||||||
| Wolfstich Capital, LLC | 301.074 $ | +8.388 $ | +2,9 % | 292.686 $ | -10.578 $ | -3,5 % | 303.264 $ | -46.310 $ | -13,2 % | 349.574 $ | -17.235 $ | -4,7 % |
| Piedmont Capital Management, LLC | 348.658 $ | +53.305 $ | +18,0 % | 295.353 $ | -31.561 $ | -9,7 % | 326.914 $ | +7.318 $ | +2,3 % | |||
| GREAT LAKES ADVISORS, LLC | 348.157 $ | |||||||||||
| Tulsa Wealth Advisors, INC | 347.684 $ | +57.039 $ | +19,6 % | 290.645 $ | ||||||||
| Scarborough Advisors, LLC | 347.625 $ | +166.314 $ | +91,7 % | 181.311 $ | +4.990 $ | +2,8 % | ||||||
| AAFMAA Wealth Management & Trust LLC | 347.086 $ | +93.814 $ | +37,0 % | 253.272 $ | -48.994 $ | -16,2 % | 302.266 $ | +2.867 $ | +1,0 % | |||
| FIDUCIARY FAMILY OFFICE, LLC | 347.086 $ | +93.814 $ | +37,0 % | 253.272 $ | -20.350 $ | -7,4 % | 273.622 $ | +2.595 $ | +1,0 % | |||
| LBJ Family Wealth Advisors, Ltd. | 347.000 $ | +25.000 $ | +7,8 % | 322.000 $ | +91.000 $ | +39,4 % | 231.000 $ | -29.000 $ | -11,2 % | 260.000 $ | -42.000 $ | -13,9 % |
| HTG Investment Advisors, Inc. | 346.681 $ | +93.682 $ | +37,0 % | 252.999 $ | -20.327 $ | -7,4 % | 273.326 $ | +2.592 $ | +1,0 % | |||
| FLC Capital Advisors | 300.260 $ | -45.820 $ | -13,2 % | 346.080 $ | +94.240 $ | +37,4 % | 251.840 $ | +120 $ | +0,0 % | |||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 331.787 $ | -14.293 $ | -4,1 % | 346.080 $ | ||||||||
| eCIO, Inc. | 343.427 $ | |||||||||||
| Privatperson | 343.261 $ | +92.780 $ | +37,0 % | 250.481 $ | -20.126 $ | -7,4 % | 270.607 $ | |||||
| Pacific Capital Wealth Advisors, Inc. | 338.128 $ | -4.954 $ | -1,4 % | 343.082 $ | +38.832 $ | +12,8 % | 304.250 $ | +7.955 $ | +2,7 % | 296.295 $ | +7.179 $ | +2,5 % |
| BRIA Capital Group, LLC | 209.441 $ | -131.920 $ | -38,6 % | 341.361 $ | ||||||||
| Financial Security Advisor, Inc. | 339.984 $ | +91.963 $ | +37,1 % | 248.021 $ | -19.672 $ | -7,3 % | 267.693 $ | -12.899 $ | -4,6 % | |||
| CAMBIENT FAMILY OFFICE, LLC | 339.927 $ | +85.149 $ | +33,4 % | 254.778 $ | ||||||||
| Ironsides Asset Advisors, LLC | 339.786 $ | +18.350 $ | +5,7 % | 321.436 $ | +28.681 $ | +9,8 % | 292.755 $ | -16.684 $ | -5,4 % | 309.439 $ | +30.369 $ | +10,9 % |
| GUIDANCE CAPITAL, INC | 338.957 $ | +11.712 $ | +3,6 % | 327.245 $ | +16.441 $ | +5,3 % | 310.804 $ | -336.487 $ | -52,0 % | |||
| Bangor Savings Bank | 194.727 $ | -143.336 $ | -42,4 % | 338.063 $ | +168.796 $ | +99,7 % | 169.267 $ | -8.107 $ | -4,6 % | 177.374 $ | -201.740 $ | -53,2 % |
| Johnson & White Wealth Management, LLC | 325.094 $ | +13.213 $ | +4,2 % | 311.881 $ | -25.059 $ | -7,4 % | 336.940 $ | +3.196 $ | +1,0 % | |||
| Sunburst Financial Group, LLC | 325.147 $ | -10.400 $ | -3,1 % | 335.547 $ | +55.048 $ | +19,6 % | 280.499 $ | -41.579 $ | -12,9 % | 322.078 $ | +916 $ | +0,3 % |
| Tennessee Valley Asset Management Partners | 335.534 $ | +121.680 $ | +56,9 % | 213.854 $ | +2.082 $ | +1,0 % | ||||||
| Oceanside Advisors LLC | 335.493 $ | |||||||||||
| LOCKERMAN FINANCIAL GROUP, INC. | 335.319 $ | +35.039 $ | +11,7 % | 300.280 $ | +10.315 $ | +3,6 % | 289.965 $ | +7.415 $ | +2,6 % | |||
| KRM WEALTH MANAGEMENT L.L.C. | 334.668 $ | +90.661 $ | +37,2 % | 244.007 $ | -19.327 $ | -7,3 % | 263.334 $ | |||||
| SWP FINANCIAL LLC | 334.656 $ | +73.011 $ | +27,9 % | 261.645 $ | -37.606 $ | -12,6 % | 299.251 $ | +76.009 $ | +34,0 % | |||
| New Republic Capital, LLC | 333.455 $ | +87.514 $ | +35,6 % | 245.941 $ | -20.645 $ | -7,7 % | 266.586 $ | +244.032 $ | +1.082,0 % | |||
| JHP Wealth Management, LLC | 333.016 $ | |||||||||||
| DENVER WEALTH MANAGEMENT, INC. | 332.956 $ | +56.625 $ | +20,5 % | 276.331 $ | ||||||||
| Willis Johnson & Associates, Inc. | 319.818 $ | -12.797 $ | -3,8 % | 332.615 $ | +33.897 $ | +11,3 % | ||||||
| B.O.S.S. Retirement Advisors, LLC | 332.027 $ | |||||||||||
| Upper Left Wealth Management, LLC | 331.884 $ | +17.923 $ | +5,7 % | 313.961 $ | +28.014 $ | +9,8 % | 285.947 $ | -16.296 $ | -5,4 % | 302.243 $ | +29.663 $ | +10,9 % |
| Lodestone Wealth Management LLC | 331.818 $ | +40.191 $ | +13,8 % | 291.627 $ | +71.256 $ | +32,3 % | 220.371 $ | -42.458 $ | -16,2 % | 262.829 $ | -97.820 $ | -27,1 % |
| Solstein Capital, LLC | 331.767 $ | +64.228 $ | +24,0 % | 267.539 $ | +132.249 $ | +97,8 % | 135.290 $ | +13.278 $ | +10,9 % | |||
| Mills Wealth Advisors LLC | 331.217 $ | +30.383 $ | +10,1 % | 300.834 $ | +61.089 $ | +25,5 % | 239.745 $ | -13.958 $ | -5,5 % | 253.703 $ | +1.053 $ | +0,4 % |
| Net Worth Advisory Group | 310.638 $ | -20.539 $ | -6,2 % | 331.177 $ | ||||||||
| Pacific Park Financial, Inc. | 330.763 $ | +16.186 $ | +5,1 % | 314.577 $ | +85.027 $ | +37,0 % | 229.550 $ | -28.997 $ | -11,2 % | 258.547 $ | ||
| Ridgewood Investments LLC | 330.297 $ | +16.898 $ | +5,4 % | 313.399 $ | +51.414 $ | +19,6 % | 261.985 $ | -24.940 $ | -8,7 % | |||
| Park Edge Advisors, LLC | 330.107 $ | +32.995 $ | +11,1 % | 297.112 $ | -16.932 $ | -5,4 % | 314.044 $ | +30.820 $ | +10,9 % | |||
| Endowment Wealth Management, Inc. | 305.036 $ | -24.167 $ | -7,3 % | 329.203 $ | +3.455 $ | +1,1 % | ||||||
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 328.717 $ | +49.991 $ | +17,9 % | 278.726 $ | -22.605 $ | -7,5 % | 301.331 $ | -5.460 $ | -1,8 % | |||
| Pacific Asset Management, LLC | 327.987 $ | +17.713 $ | +5,7 % | 310.274 $ | +27.685 $ | +9,8 % | 282.589 $ | -16.105 $ | -5,4 % | 298.694 $ | +29.314 $ | +10,9 % |
| DUTCH ASSET Corp | 273.582 $ | -54.112 $ | -16,5 % | 327.694 $ | +29.420 $ | +9,9 % | 298.274 $ | |||||
| TKG Advisors, LLC | 327.007 $ | +73.037 $ | +28,8 % | 253.970 $ | -15.883 $ | -5,9 % | 269.853 $ | -4.907 $ | -1,8 % | |||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 326.776 $ | +5.923 $ | +1,8 % | 320.853 $ | +53.446 $ | +20,0 % | 267.407 $ | -3.904 $ | -1,4 % | 271.311 $ | +56 $ | +0,0 % |
| Clarity Capital Advisors, LLC | 326.743 $ | +88.477 $ | +37,1 % | 238.266 $ | -18.872 $ | -7,3 % | 257.138 $ | +2.695 $ | +1,1 % | |||
| Athena Wealth Management, LLC | 326.625 $ | +16.349 $ | +5,3 % | 310.276 $ | +84.135 $ | +37,2 % | 226.141 $ | -17.917 $ | -7,3 % | 244.058 $ | ||
| CHAPMAN FINANCIAL GROUP, LLC | 326.047 $ | +86.907 $ | +36,3 % | 239.140 $ | -19.343 $ | -7,5 % | 258.483 $ | +32.399 $ | +14,3 % | |||
| Asset Allocation Strategies LLC | 325.372 $ | +66.325 $ | +25,6 % | 259.047 $ | +55.085 $ | +27,0 % | 203.962 $ | +2.074 $ | +1,0 % | |||
| IFS Advisors, LLC | 323.952 $ | +231.357 $ | +249,9 % | 92.595 $ | +25.028 $ | +37,0 % | 67.567 $ | -5.428 $ | -7,4 % | 72.995 $ | +693 $ | +1,0 % |
| Gainplan LLC | 323.666 $ | +17.480 $ | +5,7 % | 306.186 $ | +27.320 $ | +9,8 % | 278.866 $ | -15.892 $ | -5,4 % | 294.758 $ | ||
| MIDLAND WEALTH ADVISORS, LLC | 204.432 $ | -118.186 $ | -36,6 % | 322.618 $ | -194.797 $ | -37,6 % | ||||||
| MAIRS & POWER INC | 321.471 $ | +87.957 $ | +37,7 % | 233.514 $ | ||||||||
| STRATEGIC ADVISORY PARTNERS, LLC | 298.926 $ | -333 $ | -0,1 % | 299.259 $ | -21.436 $ | -6,7 % | 320.695 $ | |||||
| Kraft, Davis & Associates, LLC | 304.723 $ | +89.722 $ | +41,7 % | 215.001 $ | +6.791 $ | +3,3 % | 208.210 $ | -112.026 $ | -35,0 % | 320.236 $ | +70.058 $ | +28,0 % |
| GenWealth Group, Inc. | 319.076 $ | +15.615 $ | +5,1 % | 303.461 $ | +73.213 $ | +31,8 % | 230.248 $ | -22.694 $ | -9,0 % | 252.942 $ | +6.554 $ | +2,7 % |
| MJP ASSOCIATES INC /ADV | 318.801 $ | |||||||||||
| BTS Asset Management, Inc. | 317.996 $ | |||||||||||
| Sincerus Advisory, LLC | 313.305 $ | -4.398 $ | -1,4 % | 317.703 $ | +46.795 $ | +17,3 % | 270.908 $ | +733 $ | +0,3 % | 270.175 $ | -7.670 $ | -2,8 % |
| McGowan Group Asset Management, Inc. | 317.669 $ | +85.811 $ | +37,0 % | 231.858 $ | -18.603 $ | -7,4 % | 250.461 $ | +41.201 $ | +19,7 % | |||
| Oasis Advisors, LLC | 317.383 $ | |||||||||||
| Core Wealth Advisors, Inc. | 316.489 $ | +85.544 $ | +37,0 % | 230.945 $ | -18.556 $ | -7,4 % | 249.501 $ | +2.366 $ | +1,0 % | |||
| Privatperson | 316.217 $ | +85.468 $ | +37,0 % | 230.749 $ | -42.629 $ | -15,6 % | 273.378 $ | +2.624 $ | +1,0 % | |||
| Pacific Sage Partners, LLC | 313.672 $ | +15.350 $ | +5,1 % | 298.322 $ | +80.633 $ | +37,0 % | 217.689 $ | -7.691 $ | -3,4 % | 225.380 $ | +2.138 $ | +1,0 % |
| Privatperson | 312.744 $ | +86.804 $ | +38,4 % | 225.940 $ | -17.919 $ | -7,3 % | 243.859 $ | |||||
| ACUTE INVESTMENT ADVISORY, LLC | 312.694 $ | +6.503 $ | +2,1 % | 306.191 $ | +43.104 $ | +16,4 % | 263.087 $ | +6.343 $ | +2,5 % | |||
| Payne Capital LLC | 312.424 $ | -3.683 $ | -1,2 % | |||||||||
| Commerce Advisors, LLC | 302.485 $ | -8.532 $ | -2,7 % | 311.017 $ | +84.085 $ | +37,1 % | 226.932 $ | |||||
| PICTET BANK & TRUST Ltd | 309.796 $ | +83.735 $ | +37,0 % | 226.061 $ | -18.164 $ | -7,4 % | 244.225 $ | -285.882 $ | -53,9 % | |||
| MN Wealth Advisors, LLC | 307.087 $ | +28.048 $ | +10,1 % | 279.039 $ | -15.574 $ | -5,3 % | 294.613 $ | +29.991 $ | +11,3 % | |||
| ZWJ INVESTMENT COUNSEL INC | 305.629 $ | +14.956 $ | +5,1 % | 290.673 $ | +78.566 $ | +37,0 % | 212.107 $ | -21.565 $ | -9,2 % | 233.672 $ | -3.010 $ | -1,3 % |
| Arsenal Capital Advisors LLC | 265.567 $ | -39.784 $ | -13,0 % | 305.351 $ | +83.587 $ | +37,7 % | 221.764 $ | |||||
| Fairfield Financial Advisors, LTD | 304.146 $ | |||||||||||
| Global Wealth Management Investment Advisory, Inc. | 303.508 $ | |||||||||||
| RPG Investment Advisory, LLC | 287.177 $ | +7.321 $ | +2,6 % | 279.856 $ | -23.390 $ | -7,7 % | 303.246 $ | +9.059 $ | +3,1 % | |||
| IMZ Advisory Inc | 303.209 $ | +82.154 $ | +37,2 % | 221.055 $ | -17.698 $ | -7,4 % | 238.753 $ | +2.323 $ | +1,0 % | |||
| CORBYN INVESTMENT MANAGEMENT INC/MD | 299.278 $ | +75.310 $ | +33,6 % | 223.968 $ | -79.052 $ | -26,1 % | 303.020 $ | -105.387 $ | -25,8 % | |||
| Twelve Points Wealth Management LLC | 261.977 $ | -39.978 $ | -13,2 % | 301.955 $ | +73.011 $ | +31,9 % | 228.944 $ | +9.318 $ | +4,2 % | |||
| Moisand Fitzgerald Tamayo, LLC | 301.913 $ | +15.031 $ | +5,2 % | 286.882 $ | +68.879 $ | +31,6 % | 218.003 $ | -16.498 $ | -7,0 % | 234.501 $ | +6.307 $ | +2,8 % |
| Spectrum Financial Alliance Ltd LLC | 297.416 $ | +24.385 $ | +8,9 % | 273.031 $ | -28.656 $ | -9,5 % | 301.687 $ | +5.085 $ | +1,7 % | |||
| CEERA INVESTMENTS, LLC | 299.902 $ | -1.498 $ | -0,5 % | 301.400 $ | +17.916 $ | +6,3 % | 283.484 $ | -3.342 $ | -1,2 % | |||
| Quartz Partners, LLC | 288.176 $ | -12.999 $ | -4,3 % | 301.175 $ | +98.232 $ | +48,4 % | 202.943 $ | -616.760 $ | -75,2 % | |||
| RFG - Bristol Wealth Advisors, LLC | 201.306 $ | -98.234 $ | -32,8 % | 299.540 $ | +26.328 $ | +9,6 % | 273.212 $ | -27.723 $ | -9,2 % | 300.935 $ | +3.803 $ | +1,3 % |
| Vanguard Capital Wealth Advisors | 299.010 $ | |||||||||||
| SACHEM HILL LLC | 298.592 $ | +14.612 $ | +5,1 % | 283.980 $ | +76.757 $ | +37,0 % | 207.223 $ | -16.650 $ | -7,4 % | 223.873 $ | +2.124 $ | +1,0 % |
| Abacus Wealth Partners, LLC | 297.804 $ | +44.972 $ | +17,8 % | 252.832 $ | -19.570 $ | -7,2 % | 272.402 $ | +5.675 $ | +2,1 % | |||
| Synergy Asset Management, LLC | 200.913 $ | -6.691 $ | -3,2 % | 207.604 $ | -88.765 $ | -30,0 % | 296.369 $ | |||||
| Lansing Street Advisors | 295.536 $ | +27.254 $ | +10,2 % | 268.282 $ | -24.618 $ | -8,4 % | 292.900 $ | +30.268 $ | +11,5 % | |||
| Baugh & Associates, LLC | 295.533 $ | |||||||||||
| AssuredPartners Investment Advisors, LLC | 295.092 $ | +91.560 $ | +45,0 % | 203.532 $ | +3.004 $ | +1,5 % | 200.528 $ | |||||
| BURKE & HERBERT BANK & TRUST CO | 293.974 $ | +2.788 $ | +1,0 % | |||||||||
| Cedarwood Wealth LLC | 293.327 $ | +84.893 $ | +40,7 % | 208.434 $ | -18.707 $ | -8,2 % | 227.141 $ | |||||
| Whitegate Investment Counselors, Inc. | 292.961 $ | +38.274 $ | +15,0 % | 254.687 $ | -31.850 $ | -11,1 % | 286.537 $ | +6.264 $ | +2,2 % | |||
| Sivia Capital Partners, LLC | 223.741 $ | -68.726 $ | -23,5 % | 292.467 $ | +2.745 $ | +0,9 % | ||||||
| Heritage Wealth Management, Inc. /CA/ | 292.346 $ | +80.937 $ | +38,3 % | 211.409 $ | -21.509 $ | -9,2 % | 232.918 $ | -3.764 $ | -1,6 % | |||
| Burford Brothers, Inc. | 292.312 $ | +18.459 $ | +6,7 % | 273.853 $ | +35.868 $ | +15,1 % | 237.985 $ | |||||
| Mountain Capital Investment Advisors Inc. | 291.673 $ | +48.662 $ | +20,0 % | 243.011 $ | +23.105 $ | +10,5 % | 219.906 $ | +17.852 $ | +8,8 % | |||
| LMCG INVESTMENTS, LLC | 291.554 $ | +14.268 $ | +5,1 % | 277.286 $ | +74.947 $ | +37,0 % | 202.339 $ | -16.257 $ | -7,4 % | 218.596 $ | +2.073 $ | +1,0 % |
| Transce3nd, LLC | 392 $ | -290.475 $ | -99,9 % | 290.867 $ | +290.490 $ | +77.053,1 % | 377 $ | -55 $ | -12,7 % | |||
| HFG Advisors, Inc. | 290.673 $ | +78.566 $ | +37,0 % | 212.107 $ | -17.042 $ | -7,4 % | 229.149 $ | +2.173 $ | +1,0 % | |||
| MILESTONE ASSET MANAGEMENT, LLC | 222.813 $ | -67.860 $ | -23,3 % | 290.673 $ | ||||||||
| DUNCKER STREETT & CO INC | 290.280 $ | +19.402 $ | +7,2 % | 270.878 $ | -15.843 $ | -5,5 % | 286.721 $ | -16.810 $ | -5,5 % | |||
| Kaydan Wealth Management, Inc. | 216.152 $ | -73.951 $ | -25,5 % | 290.103 $ | +46.490 $ | +19,1 % | 243.613 $ | -32.117 $ | -11,6 % | 275.730 $ | -1.537 $ | -0,6 % |
| Trajan Wealth LLC | 289.846 $ | +79.434 $ | +37,8 % | 210.412 $ | +100 $ | +0,0 % | ||||||
| CONSILIO WEALTH ADVISORS, LLC | 289.309 $ | +76.864 $ | +36,2 % | 212.445 $ | -25.302 $ | -10,6 % | 237.747 $ | +1.575 $ | +0,7 % | |||
| EPG Wealth Management LLC | 289.209 $ | +32.505 $ | +12,7 % | 256.704 $ | -12.238 $ | -4,6 % | 268.942 $ | -17.430 $ | -6,1 % | |||
| Regatta Research & Money Management | 289.080 $ | |||||||||||
| Seven Springs Wealth Group, LLC | 288.784 $ | +47.376 $ | +19,6 % | 241.408 $ | -29.782 $ | -11,0 % | 271.190 $ | +6.800 $ | +2,6 % | |||
| Murphy & Mullick Capital Management Corp | 288.588 $ | +25.480 $ | +9,7 % | 263.108 $ | -23.848 $ | -8,3 % | 286.956 $ | +69.901 $ | +32,2 % | |||
| Saiph Capital, LLC | 287.905 $ | +47.232 $ | +19,6 % | 240.673 $ | -29.691 $ | -11,0 % | 270.364 $ | +6.779 $ | +2,6 % | |||
| EPIQ PARTNERS, LLC | 287.533 $ | +14.071 $ | +5,1 % | 273.462 $ | ||||||||
| PALISADE CAPITAL MANAGEMENT, LP | 287.036 $ | |||||||||||
| INSIGHT 2811, INC. | 286.848 $ | +77.532 $ | +37,0 % | 209.316 $ | -16.818 $ | -7,4 % | 226.134 $ | +2.145 $ | +1,0 % | |||
| Aries Wealth Management | 286.848 $ | +77.532 $ | +37,0 % | 209.316 $ | -16.818 $ | -7,4 % | 226.134 $ | +2.145 $ | +1,0 % | |||
| PINCUS CAPITAL MANAGEMENT, LP | 286.848 $ | +77.532 $ | +37,0 % | 209.316 $ | -16.818 $ | -7,4 % | 226.134 $ | |||||
| STAGE HARBOR FINANCIAL, LLC | 286.848 $ | +77.532 $ | +37,0 % | 209.316 $ | ||||||||
| CADINHA & CO LLC | 286.528 $ | +14.022 $ | +5,1 % | 272.506 $ | +57.679 $ | +26,8 % | 214.827 $ | +2.037 $ | +1,0 % | |||
| Advisory Solutions Group, LLC | 286.528 $ | |||||||||||
| Koenig Investment Advisory, LLC | 286.446 $ | +7.923 $ | +2,8 % | 278.523 $ | ||||||||
| Tandem Financial, LLC | 286.107 $ | +43.724 $ | +18,0 % | 242.383 $ | ||||||||
| Eaton-Cambridge Inc. | 285.935 $ | +1.629 $ | +0,6 % | 284.306 $ | ||||||||
| WHALEROCK POINT PARTNERS, LLC | 285.892 $ | +77.274 $ | +37,0 % | 208.618 $ | -16.762 $ | -7,4 % | 225.380 $ | +2.138 $ | +1,0 % | |||
| Nicht ausgewiesen | 285.892 $ | +77.274 $ | +37,0 % | 208.618 $ | -16.762 $ | -7,4 % | 225.380 $ | +2.138 $ | +1,0 % | |||
| RED CRANE WEALTH MANAGEMENT, LLC | 284.064 $ | +36.349 $ | +14,7 % | 247.715 $ | -37.801 $ | -13,2 % | 285.516 $ | +77.748 $ | +37,4 % | 207.768 $ | +99 $ | +0,0 % |
| DRIVE WEALTH MANAGEMENT, LLC | 284.206 $ | +76.879 $ | +37,1 % | 207.327 $ | -57.306 $ | -21,7 % | 264.633 $ | +16.752 $ | +6,8 % | |||
| Hofer & Associates. Inc | 284.064 $ | |||||||||||
| INSTRUMENTAL WEALTH, LLC | 283.420 $ | +37.600 $ | +15,3 % | 245.820 $ | +27.520 $ | +12,6 % | 218.300 $ | -9.448 $ | -4,1 % | 227.748 $ | +26.385 $ | +13,1 % |
| Advanced Asset Management Advisors Inc | 282.919 $ | +69.412 $ | +32,5 % | 213.507 $ | -126.911 $ | -37,3 % | ||||||
| Cushing Capital Partners, LLC | 282.776 $ | |||||||||||
| GERMAN AMERICAN BANCORP, INC. | 282.191 $ | +46.295 $ | +19,6 % | 235.896 $ | -29.102 $ | -11,0 % | 264.998 $ | +6.645 $ | +2,6 % | |||
| Cornerstone Capital, Inc. | 282.067 $ | |||||||||||
| Reliant Wealth Planning | 282.067 $ | +42.595 $ | +17,8 % | 239.472 $ | -18.536 $ | -7,2 % | 258.008 $ | +5.376 $ | +2,1 % | |||
| RICHARDS, MERRILL & PETERSON, INC. | 281.857 $ | +12.296 $ | +4,6 % | 269.561 $ | +39.450 $ | +17,1 % | 230.111 $ | -4.421 $ | -1,9 % | 234.532 $ | ||
| HOHIMER WEALTH MANAGEMENT, LLC | 281.752 $ | +45.488 $ | +19,3 % | 236.264 $ | -29.147 $ | -11,0 % | 265.411 $ | +23.557 $ | +9,7 % | |||
| Guardian Financial Partners, LLC | 281.664 $ | +40.623 $ | +16,9 % | 241.041 $ | -29.736 $ | -11,0 % | 270.777 $ | |||||
| Oak Asset Management, LLC | 281.501 $ | +13.776 $ | +5,1 % | 267.725 $ | +56.667 $ | +26,8 % | 211.058 $ | +2.002 $ | +1,0 % | |||
| Steffes Financial, Ltd. | 279.114 $ | +45.790 $ | +19,6 % | 233.324 $ | -27.959 $ | -10,7 % | 261.283 $ | |||||
| Portland Financial Advisors Inc | 278.480 $ | +1.111 $ | +0,4 % | 277.369 $ | +16.488 $ | +6,3 % | 260.881 $ | -3.076 $ | -1,2 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 278.404 $ | +21.197 $ | +8,2 % | 257.207 $ | +54.440 $ | +26,8 % | 202.767 $ | +1.924 $ | +1,0 % | |||
| Cornerstone Planning Group LLC | 217.487 $ | -28.479 $ | -11,6 % | 245.966 $ | -32.428 $ | -11,6 % | 278.394 $ | -140.965 $ | -33,6 % | |||
| Investment Advisory Group, LLC | 278.365 $ | +42.037 $ | +17,8 % | 236.328 $ | -15.874 $ | -6,3 % | 252.202 $ | +12.953 $ | +5,4 % | |||
| New Hampshire Trust | 277.391 $ | -152.668 $ | -35,5 % | |||||||||
| Juno Financial Group LLC | 277.310 $ | +75.111 $ | +37,1 % | 202.199 $ | -16.049 $ | -7,4 % | 218.248 $ | |||||
| JT Stratford LLC | 277.286 $ | +70.063 $ | +33,8 % | 207.223 $ | -16.650 $ | -7,4 % | 223.873 $ | +2.124 $ | +1,0 % | |||
| Able Wealth Management LLC | 276.780 $ | +20.902 $ | +8,2 % | 255.878 $ | +53.557 $ | +26,5 % | 202.321 $ | |||||
| Orin Green Financial, LLC | 276.560 $ | +14.149 $ | +5,4 % | 262.411 $ | +43.049 $ | +19,6 % | 219.362 $ | -27.062 $ | -11,0 % | 246.424 $ | +6.179 $ | +2,6 % |
| Oldfather Financial Services, LLC | 276.057 $ | +4.653 $ | +1,7 % | |||||||||
| 5th Street Advisors, LLC | 275.853 $ | +65.839 $ | +31,3 % | 210.014 $ | -16.874 $ | -7,4 % | 226.888 $ | |||||
| Raub Brock Capital Management LP | 275.451 $ | +9.429 $ | +3,5 % | 266.022 $ | +55.282 $ | +26,2 % | 210.740 $ | |||||
| VAUGHAN DAVID INVESTMENTS LLC/IL | 275.000 $ | |||||||||||
| Financial Partners Group, Inc | 274.706 $ | +14.970 $ | +5,8 % | 259.736 $ | +23.311 $ | +9,9 % | 236.425 $ | -12.823 $ | -5,1 % | 249.248 $ | +24.237 $ | +10,8 % |
| Private Capital Advisors, Inc. | 273.961 $ | +13.407 $ | +5,1 % | 260.554 $ | ||||||||
| Fire Capital Management LLC | 260.076 $ | -13.546 $ | -5,0 % | 273.622 $ | ||||||||
| Ponta Wealth Partners, LLC | 272.961 $ | +44.781 $ | +19,6 % | 228.180 $ | -28.150 $ | -11,0 % | 256.330 $ | |||||
| Greenline Wealth Management LLC | 272.938 $ | +58.249 $ | +27,1 % | 214.689 $ | ||||||||
| Lifeworks Advisors, LLC | 225.654 $ | -47.233 $ | -17,3 % | 272.887 $ | ||||||||
| 21 West Wealth Management LLC | 272.711 $ | -3.214 $ | -1,2 % | |||||||||
| USA FINANCIAL FORMULAS | 244.336 $ | +42.196 $ | +20,9 % | 202.140 $ | -70.491 $ | -25,9 % | 272.631 $ | -28.676 $ | -9,5 % | |||
| Evernest Financial Advisors, LLC | 271.688 $ | +34.552 $ | +14,6 % | 237.136 $ | +23.599 $ | +11,1 % | 213.537 $ | |||||
| Coastline Trust Co | 113.945 $ | -145.194 $ | -56,0 % | 259.139 $ | +14.429 $ | +5,9 % | 244.710 $ | -26.874 $ | -9,9 % | 271.584 $ | +117.371 $ | +76,1 % |
| WFA of San Diego, LLC | 254.782 $ | -16.763 $ | -6,2 % | 271.545 $ | -353.562 $ | -56,6 % | ||||||
| waypoint wealth counsel | 269.986 $ | +34.710 $ | +14,8 % | 235.276 $ | -35.696 $ | -13,2 % | 270.972 $ | |||||
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 259.383 $ | -11.210 $ | -4,1 % | 270.593 $ | ||||||||
| Omnitrust Wealth Management, Inc | 204.838 $ | -65.469 $ | -24,2 % | 270.307 $ | ||||||||
| Yardley Wealth Management LLC | 270.092 $ | +25.592 $ | +10,5 % | 244.500 $ | -23.760 $ | -8,9 % | 268.260 $ | -27.665 $ | -9,3 % | |||
| International Private Wealth Advisors LLC | 269.973 $ | +25.294 $ | +10,3 % | |||||||||
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 267.264 $ | +22.366 $ | +9,1 % | 244.898 $ | +1.199 $ | +0,5 % | 243.699 $ | +158 $ | +0,1 % | |||
| Boyer Financial Services, Inc. | 267.111 $ | +65.470 $ | +32,5 % | 201.641 $ | -19.861 $ | -9,0 % | 221.502 $ | |||||
| Vantage Point Financial LLC | 267.052 $ | |||||||||||
| Columbia Asset Management | 265.507 $ | +14.339 $ | +5,7 % | 251.168 $ | +22.411 $ | +9,8 % | 228.757 $ | -13.037 $ | -5,4 % | 241.794 $ | +23.730 $ | +10,9 % |
| Newman Dignan & Sheerar, Inc. | 265.465 $ | +15.779 $ | +6,3 % | 249.686 $ | -251.938 $ | -50,2 % | ||||||
| Legacy Capital Group California, Inc. | 265.464 $ | |||||||||||
| NORRIS PERNE & FRENCH LLP/MI | 265.387 $ | +40.077 $ | +17,8 % | 225.310 $ | -29.536 $ | -11,6 % | 254.846 $ | +23.905 $ | +10,4 % | |||
| LFG Wealth Partners, LLC | 264.972 $ | +43.683 $ | +19,7 % | 221.289 $ | -27.074 $ | -10,9 % | 248.363 $ | |||||
| ANCHYRA PARTNERS LLC | 257.270 $ | -6.553 $ | -2,5 % | 263.823 $ | +1.053 $ | +0,4 % | 262.770 $ | +15.619 $ | +6,3 % | 247.151 $ | ||
| Post Resch Tallon Group Inc. | 207.749 $ | -56.065 $ | -21,3 % | 263.814 $ | +7.273 $ | +2,8 % | ||||||
| ArborFi Advisors, LLC | 261.988 $ | +55.452 $ | +26,8 % | 206.536 $ | -42.092 $ | -16,9 % | ||||||
| CASTLEKEEP INVESTMENT ADVISORS LLC | 261.562 $ | |||||||||||
| Bath Savings Trust Co | 261.142 $ | +12.779 $ | +5,1 % | 248.363 $ | +36.550 $ | +17,3 % | 211.813 $ | +2.010 $ | +1,0 % | |||
| Bull Oak Capital, LLC | 261.032 $ | |||||||||||
| Royal Harbor Partners, LLC | 260.252 $ | |||||||||||
| BXM Wealth LLC | 260.076 $ | +83.632 $ | +47,4 % | 176.444 $ | ||||||||
| Pinnacle Wealth Planning Services, Inc. | 248.078 $ | +38.526 $ | +18,4 % | 209.552 $ | -49.856 $ | -19,2 % | 259.408 $ | |||||
| NORTHWEST WEALTH MANAGEMENT, LLC | 259.358 $ | |||||||||||
| Bellars Harris Wealth Management, LLC | 259.119 $ | |||||||||||
| Kane Co Wealth Management, Inc. | 258.578 $ | +54.705 $ | +26,8 % | 203.873 $ | ||||||||
| SHRIER WEALTH MANAGEMENT, LLC | 258.378 $ | +12.645 $ | +5,1 % | 245.733 $ | ||||||||
| Signature Resources Capital Management, LLC | 188.351 $ | -2.436 $ | -1,3 % | 190.787 $ | +16.772 $ | +9,6 % | 174.015 $ | -84.202 $ | -32,6 % | 258.217 $ | +131.023 $ | +103,0 % |
| ABLE Financial Group, LLC | 258.001 $ | |||||||||||
| HORAN Wealth, LLC | 247.630 $ | +26.516 $ | +12,0 % | 221.114 $ | -36.610 $ | -14,2 % | 257.724 $ | +2.444 $ | +1,0 % | |||
| Annandale Capital, LLC | 257.000 $ | |||||||||||
| Marks Group Wealth Management, Inc | 256.986 $ | |||||||||||
| CAMDEN NATIONAL BANK | 256.848 $ | |||||||||||
| One Wealth Management Investment & Advisory Services, LLC | 237.797 $ | +11.454 $ | +5,1 % | 226.343 $ | -27.923 $ | -11,0 % | 254.266 $ | -1.673 $ | -0,7 % | |||
| NEW ENGLAND ASSET MANAGEMENT INC | 253.382 $ | +53.630 $ | +26,8 % | 199.752 $ | +1.895 $ | +1,0 % | ||||||
| MRWM Advisors, LLC | 253.261 $ | +22.598 $ | +9,8 % | 230.663 $ | -13.146 $ | -5,4 % | 243.809 $ | +23.928 $ | +10,9 % | |||
| Seelaus Asset Management LLC | 252.985 $ | +12.520 $ | +5,2 % | 240.465 $ | ||||||||
| Paragon Private Wealth Management, LLC | 249.450 $ | -2.998 $ | -1,2 % | 252.448 $ | +14.921 $ | +6,3 % | 237.527 $ | -148.562 $ | -38,5 % | |||
| COLUMBIA ADVISORY PARTNERS LLC | 235.980 $ | -16.450 $ | -6,5 % | 252.430 $ | -140.217 $ | -35,7 % | ||||||
| TOBIAS FINANCIAL ADVISORS, INC. | 252.426 $ | -530.681 $ | -67,8 % | |||||||||
| Hansen & Associates Financial Group, Inc. | 230.251 $ | -22.173 $ | -8,8 % | 252.424 $ | -1.450.606 $ | -85,2 % | ||||||
| Prosperity Financial Group, Inc. | 252.110 $ | +41.462 $ | +19,7 % | 210.648 $ | -25.869 $ | -10,9 % | 236.517 $ | +5.930 $ | +2,6 % | |||
| Ledgewood Wealth Advisors, LLC | 251.486 $ | +6.207 $ | +2,5 % | 245.279 $ | +21.962 $ | +9,8 % | 223.317 $ | -17.183 $ | -7,1 % | 240.500 $ | +5.104 $ | +2,2 % |
| Urban Wealth Management, LLC | 251.470 $ | |||||||||||
| Stone Summit Wealth LLC | 251.340 $ | +12.300 $ | +5,1 % | 239.040 $ | ||||||||
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 247.671 $ | +20.307 $ | +8,9 % | 227.364 $ | -23.864 $ | -9,5 % | 251.228 $ | +4.234 $ | +1,7 % | |||
| Helium Advisors LLC | 251.096 $ | |||||||||||
| Vines Capital Management, LLC | 250.872 $ | |||||||||||
| Arista Wealth Management, LLC | 231.956 $ | -18.637 $ | -7,4 % | 250.593 $ | ||||||||
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 247.040 $ | +20.255 $ | +8,9 % | 226.785 $ | -23.803 $ | -9,5 % | 250.588 $ | +4.223 $ | +1,7 % | |||
| Providence Capital Advisors, LLC | 250.214 $ | +49.109 $ | +24,4 % | 201.105 $ | ||||||||
| Eagle Bluffs Wealth Management LLC | 250.054 $ | +749 $ | +0,3 % | 249.305 $ | ||||||||
| Prospect Financial Services LLC | 249.840 $ | +36.438 $ | +17,1 % | 213.402 $ | -685 $ | -0,3 % | ||||||
| Journey Beyond Wealth, LLC | 249.326 $ | |||||||||||
| YANKCOM Partnership | 225.369 $ | -23.732 $ | -9,5 % | 249.101 $ | +21.326 $ | +9,4 % | 227.775 $ | -19.545 $ | -7,9 % | 247.320 $ | +2.139 $ | +0,9 % |
| LVM CAPITAL MANAGEMENT LTD/MI | 248.876 $ | +9.876 $ | +4,1 % | 239.000 $ | ||||||||
| Sentry LLC | 248.602 $ | |||||||||||
| Sandbox Financial Partners, LLC | 247.844 $ | |||||||||||
| PSI Advisors, LLC | 247.645 $ | |||||||||||
| VAN DEN BERG MANAGEMENT I, INC | 247.247 $ | +29.647 $ | +13,6 % | 217.600 $ | ||||||||
| Integrated Investment Consultants, LLC | 246.928 $ | -50.977 $ | -17,1 % | |||||||||
| Scientech Research LLC | 245.597 $ | |||||||||||
| Dominguez Wealth Management Solutions, Inc. | 245.308 $ | +9.136 $ | +3,9 % | 236.172 $ | ||||||||
| Jacobsen Capital Management | 244.978 $ | +37.439 $ | +18,0 % | 207.539 $ | +1.816 $ | +0,9 % | 205.723 $ | +4.774 $ | +2,4 % | |||
| RMR Wealth Builders | 217.061 $ | -27.473 $ | -11,2 % | 244.534 $ | -121.294 $ | -33,2 % | ||||||
| Great Point Wealth Advisors, LLC | 244.133 $ | +12.490 $ | +5,4 % | 231.643 $ | +14.113 $ | +6,5 % | 217.530 $ | +5.455 $ | +2,6 % | |||
| Ark Wealth Advisors LLC | 243.821 $ | |||||||||||
| BNC WEALTH MANAGEMENT, LLC | 231.697 $ | -11.278 $ | -4,6 % | 242.975 $ | +3.664 $ | +1,5 % | 239.311 $ | +18.893 $ | +8,6 % | 220.418 $ | -201.791 $ | -47,8 % |
| Garner Asset Management Corp | 242.865 $ | +51.405 $ | +26,8 % | 191.460 $ | ||||||||
| Higgins & Schmidt Wealth Strategies LLC | 242.865 $ | |||||||||||
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 239.260 $ | +19.619 $ | +8,9 % | 219.641 $ | -23.053 $ | -9,5 % | 242.694 $ | +4.092 $ | +1,7 % | |||
| ADVISORTRUST PARTNERS, LLC | 242.632 $ | +39.805 $ | +19,6 % | 202.827 $ | ||||||||
| CPR Investments Inc. | 241.965 $ | |||||||||||
| Taylor Hoffman Capital Management LLC | 241.908 $ | |||||||||||
| Integrated Wealth Management | 241.564 $ | |||||||||||
| OMNI 360 Wealth, Inc. | 241.445 $ | +12.540 $ | +5,5 % | 228.905 $ | +16.480 $ | +7,8 % | 212.425 $ | +3.569 $ | +1,7 % | |||
| Stanley-Laman Group, Ltd. | 238.585 $ | -2.769 $ | -1,1 % | 241.354 $ | +19.788 $ | +8,9 % | 221.566 $ | |||||
| Planning Project LLC | 241.046 $ | |||||||||||
| Lee, Kelleher & Klein Wealth Management | 209.115 $ | -31.837 $ | -13,2 % | 240.952 $ | ||||||||
| OFC FINANCIAL PLANNING, LLC | 240.148 $ | +36.266 $ | +17,8 % | 203.882 $ | -15.781 $ | -7,2 % | 219.663 $ | +2.681 $ | +1,2 % | |||
| A. D. Beadell Investment Counsel, Inc. | 240.000 $ | +13.000 $ | +5,7 % | 227.000 $ | +20.000 $ | +9,7 % | 207.000 $ | -12.000 $ | -5,5 % | 219.000 $ | ||
| Wick Capital Partners, LLC | 239.833 $ | |||||||||||
| Edgemoor Investment Advisors, Inc. | 239.509 $ | |||||||||||
| Bernicke Wealth Management, Ltd. | 236.246 $ | -2.909 $ | -1,2 % | 239.155 $ | +15.812 $ | +7,1 % | 223.343 $ | |||||
| OPAL CAPITAL LLC | 238.541 $ | |||||||||||
| Lafayette Investments, Inc. | 238.455 $ | +21.991 $ | +10,2 % | 216.464 $ | ||||||||
| KAVAR CAPITAL PARTNERS GROUP, LLC | 201.832 $ | +1.669 $ | +0,8 % | 200.163 $ | -37.313 $ | -15,7 % | 237.476 $ | +23.306 $ | +10,9 % | |||
| AM INVESTMENT STRATEGIES LLC | 237.000 $ | |||||||||||
| PlanVest Financial, Inc | 236.597 $ | +46.733 $ | +24,6 % | 189.864 $ | ||||||||
| Kaizen Financial Strategies | 235.254 $ | +15.818 $ | +7,2 % | 219.436 $ | +5.612 $ | +2,6 % | 213.824 $ | |||||
| Members Trust Co | 235.215 $ | +23.403 $ | +11,0 % | 211.812 $ | -19.643 $ | -8,5 % | ||||||
| Virtus Family Office LLC | 209.073 $ | -25.793 $ | -11,0 % | 234.866 $ | -794.319 $ | -77,2 % | ||||||
| Nicht ausgewiesen | 234.810 $ | +11.586 $ | +5,2 % | 223.224 $ | ||||||||
| Sprinkle Financial Consultants LLC | 232.369 $ | -2.320 $ | -1,0 % | 234.689 $ | +31.939 $ | +15,8 % | 202.750 $ | +1.513 $ | +0,8 % | 201.237 $ | ||
| Kirkwood Financial Services | 229.402 $ | -5.280 $ | -2,2 % | 234.682 $ | +16.934 $ | +7,8 % | 217.748 $ | -14.130 $ | -6,1 % | |||
| Good Steward Wealth Advisors,LLC | 234.398 $ | |||||||||||
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 201.680 $ | -29.167 $ | -12,6 % | 230.847 $ | -2.842 $ | -1,2 % | 233.689 $ | +15.450 $ | +7,1 % | 218.239 $ | -5.154 $ | -2,3 % |
| Cornerstone Management, Inc. | 227.621 $ | -5.459 $ | -2,3 % | 233.080 $ | +2.464 $ | +1,1 % | 230.616 $ | +6.030 $ | +2,7 % | 224.586 $ | -220.894 $ | -49,6 % |
| Cassilly Financial Group LLC | 232.977 $ | +2.483 $ | +1,1 % | 230.494 $ | +26.676 $ | +13,1 % | 203.818 $ | |||||
| Peterson Wealth Services | 232.478 $ | +43.927 $ | +23,3 % | 188.551 $ | -17.170 $ | -8,3 % | 205.721 $ | +3.196 $ | +1,6 % | |||
| Texas Yale Capital Corp. | 220.740 $ | +4.932 $ | +2,3 % | 215.808 $ | -16.548 $ | -7,1 % | 232.356 $ | -14.321 $ | -5,8 % | |||
| Cordgrass Capital Advisors, LLC | 232.347 $ | |||||||||||
| WASHBURN CAPITAL MANAGEMENT, INC. | 232.296 $ | +11.592 $ | +5,3 % | 220.704 $ | ||||||||
| Valley Financial Group, Inc. | 232.082 $ | +10.012 $ | +4,5 % | 222.070 $ | -250.227 $ | -53,0 % | ||||||
| Park Place Capital Corp | 232.034 $ | +56.613 $ | +32,3 % | 175.421 $ | -14.601 $ | -7,7 % | 190.022 $ | +1.472 $ | +0,8 % | |||
| Redmond Asset Management, LLC | 231.874 $ | |||||||||||
| Richwood Investment Advisors, LLC | 231.700 $ | |||||||||||
| Somerset Trust Co | 231.687 $ | +17.297 $ | +8,1 % | 214.390 $ | +13.759 $ | +6,9 % | 200.631 $ | |||||
| Alesco Advisors, LLC, An ESL Co | 206.994 $ | -24.028 $ | -10,4 % | 231.022 $ | ||||||||
| Coastwise Capital Group, LLC | 230.878 $ | |||||||||||
| Financial Management, Inc. | 230.424 $ | |||||||||||
| EJMK Ventures LLC | 217.864 $ | -12.416 $ | -5,4 % | 230.280 $ | ||||||||
| RKL Wealth Management LLC | 229.729 $ | -14.175 $ | -5,8 % | |||||||||
| Aquire Wealth Advisors, LLC | 229.120 $ | +29.023 $ | +14,5 % | |||||||||
| BYRNE FINANCIAL FREEDOM, LLC | 228.879 $ | |||||||||||
| SAWGRASS ASSET MANAGEMENT LLC | 228.743 $ | +20.411 $ | +9,8 % | 208.332 $ | -11.873 $ | -5,4 % | 220.205 $ | |||||
| LARCH CAPITAL PARTNERS LLC | 228.675 $ | |||||||||||
| Fielder Capital Group LLC | 228.522 $ | -65.647 $ | -22,3 % | |||||||||
| DecisionPoint Financial, LLC | 227.666 $ | +54.187 $ | +31,2 % | 173.479 $ | -25.147 $ | -12,7 % | 198.626 $ | +13.350 $ | +7,2 % | |||
| Plum Street Advisors, LLC | 226.610 $ | -143.718 $ | -38,8 % | |||||||||
| Briaud Financial Planning Inc | 226.313 $ | +12.222 $ | +5,7 % | 214.091 $ | +7.990 $ | +3,9 % | 206.101 $ | |||||
| Creegan & Nassoura Financial Group, LLC | 226.134 $ | +2.145 $ | +1,0 % | |||||||||
| EQ WEALTH ADVISORS, LLC | 225.800 $ | |||||||||||
| Global Assets Advisory, LLC | 225.715 $ | -174.971 $ | -43,7 % | |||||||||
| Sterling Financial Planning, Inc. | 225.644 $ | |||||||||||
| MOTIVE WEALTH ADVISORS | 225.644 $ | |||||||||||
| Aufman Associates Inc | 225.532 $ | |||||||||||
| WEATHERLY ASSET MANAGEMENT L. P. | 217.622 $ | +11.753 $ | +5,7 % | 205.869 $ | -19.662 $ | -8,7 % | 225.531 $ | +22.134 $ | +10,9 % | |||
| Michels Family Financial, LLC | 225.482 $ | |||||||||||
| Dickmeyer Boyce Financial Management, Inc. | 213.045 $ | -11.866 $ | -5,3 % | 224.911 $ | +20.679 $ | +10,1 % | 204.232 $ | |||||
| Brown Financial Advisory | 224.090 $ | +5.429 $ | +2,5 % | |||||||||
| Custos Family Office, LLC | 224.025 $ | |||||||||||
| DDD Partners, LLC | 223.486 $ | +19.064 $ | +9,3 % | 204.422 $ | -219.067 $ | -51,7 % | ||||||
| Independence Financial Advisors, LLC | 223.433 $ | +2.342 $ | +1,1 % | |||||||||
| WealthTrust Axiom LLC | 223.415 $ | |||||||||||
| Carolina Wealth Advisors, LLC | 210.504 $ | +6.145 $ | +3,0 % | 204.359 $ | -19.037 $ | -8,5 % | 223.396 $ | +3.773 $ | +1,7 % | |||
| Capital Planning Advisors, LLC | 222.483 $ | +5.579 $ | +2,6 % | |||||||||
| Evansbrook LLC | 202.904 $ | -19.508 $ | -8,8 % | 222.412 $ | +13.550 $ | +6,5 % | 208.862 $ | |||||
| TCFG Investment Advisors, LLC | 222.059 $ | |||||||||||
| SHELTON CAPITAL MANAGEMENT | 221.829 $ | -548.693 $ | -71,2 % | |||||||||
| Samalin Investment Counsel, LLC | 221.613 $ | +12.321 $ | +5,9 % | 209.292 $ | ||||||||
| Towneley Capital Management, Inc / DE | 219.362 $ | -2.190 $ | -1,0 % | 221.552 $ | ||||||||
| WINCAP FINANCIAL LLC | 221.550 $ | +10.843 $ | +5,1 % | 210.707 $ | ||||||||
| GHP Investment Advisors, Inc. | 221.420 $ | +18.350 $ | +9,0 % | 203.070 $ | +39.064 $ | +23,8 % | 164.006 $ | -42.613 $ | -20,6 % | 206.619 $ | +3.353 $ | +1,6 % |
| Fogel Capital Management, Inc. | 221.180 $ | |||||||||||
| Maple Capital Management, Inc. | 221.094 $ | |||||||||||
| AWM CAPITAL, LLC | 220.968 $ | +10.898 $ | +5,2 % | 210.070 $ | ||||||||
| 1ST SOURCE BANK | 220.873 $ | |||||||||||
| IFS Group,LLC | 215.380 $ | -5.084 $ | -2,3 % | 220.464 $ | -22.254 $ | -9,2 % | ||||||
| SAGE FINANCIAL GROUP INC | 217.261 $ | -2.675 $ | -1,2 % | 219.936 $ | +14.541 $ | +7,1 % | 205.395 $ | |||||
| TABLEAUX LLC | 219.917 $ | -123.533 $ | -36,0 % | |||||||||
| Shade Tree Advisors LLC | 219.795 $ | |||||||||||
| Elevated Capital Advisors, LLC | 212.419 $ | +16.173 $ | +8,2 % | 196.246 $ | -23.423 $ | -10,7 % | 219.669 $ | |||||
| Comprehensive Financial Consultants Institutional, Inc. | 206.698 $ | -12.644 $ | -5,8 % | 219.342 $ | -15.596 $ | -6,6 % | ||||||
| Partners in Financial Planning | 219.027 $ | +18.839 $ | +9,4 % | 200.188 $ | ||||||||
| Unison Advisors LLC | 218.961 $ | |||||||||||
| VanderPol Investments L.L.C. | 218.596 $ | |||||||||||
| Parkway Wealth Management Group, LLC | 218.163 $ | +10.676 $ | +5,1 % | 207.487 $ | ||||||||
| Shearwater Capital LLC | 217.601 $ | |||||||||||
| MB Generational Wealth, LLC | 202.724 $ | +863 $ | +0,4 % | 201.861 $ | -15.625 $ | -7,2 % | 217.486 $ | -10.511 $ | -4,6 % | |||
| Impact Partnership Wealth, LLC | 200.643 $ | -16.683 $ | -7,7 % | 217.326 $ | ||||||||
| Wealth Management Partners, LLC | 217.283 $ | +235 $ | +0,1 % | 217.048 $ | ||||||||
| Anfield Capital Management, LLC | 209.936 $ | -7.341 $ | -3,4 % | 217.277 $ | -7.004.554 $ | -97,0 % | ||||||
| Strategic Equity Management | 216.698 $ | +13.202 $ | +6,5 % | 203.496 $ | ||||||||
| Petersen Hastings Wealth Advisors Inc. | 216.092 $ | |||||||||||
| First Financial Bank - Trust Division | 216.091 $ | |||||||||||
| Pasadena Private Wealth, LLC | 216.084 $ | |||||||||||
| Heritage Wealth Management, Inc. | 215.343 $ | +860 $ | +0,4 % | 214.483 $ | +12.749 $ | +6,3 % | 201.734 $ | -2.378 $ | -1,2 % | |||
| STG SECURITIES, LLC | 215.136 $ | |||||||||||
| DECISION INVESTMENTS, INC | 214.934 $ | +11.607 $ | +5,7 % | 203.327 $ | ||||||||
| TRUSTCO BANK CORP N Y | 214.716 $ | |||||||||||
| Cache Advisors, LLC | 214.519 $ | +10.498 $ | +5,1 % | 204.021 $ | ||||||||
| BostonPremier Wealth LLC | 214.419 $ | +5.694 $ | +2,7 % | 208.725 $ | ||||||||
| Redwood Wealth Management Group, LLC | 214.228 $ | +5.372 $ | +2,6 % | |||||||||
| Emprise Bank | 214.074 $ | |||||||||||
| Bolthouse Investments, LLC | 210.913 $ | -2.597 $ | -1,2 % | 213.510 $ | +9.407 $ | +4,6 % | ||||||
| Philip James Wealth Mangement, LLC | 213.409 $ | +2.206 $ | +1,0 % | |||||||||
| LVZ, Inc. | 213.376 $ | +1.447 $ | +0,7 % | 211.929 $ | -1.200 $ | -0,6 % | ||||||
| ELEVATION WEALTH PARTNERS, LLC | 213.088 $ | +14.457 $ | +7,3 % | 198.631 $ | +38.921 $ | +24,4 % | 159.710 $ | -10.312 $ | -6,1 % | 170.022 $ | +1.674 $ | +1,0 % |
| CNB Bank | 213.051 $ | +39.963 $ | +23,1 % | 173.088 $ | +23.475 $ | +15,7 % | 149.613 $ | +1.756 $ | +1,2 % | |||
| MOGY JOEL R INVESTMENT COUNSEL INC | 213.026 $ | +10.491 $ | +5,2 % | 202.535 $ | ||||||||
| Massachusetts Wealth Management | 210.410 $ | -2.590 $ | -1,2 % | 213.000 $ | +4.649 $ | +2,2 % | ||||||
| ABNER HERRMAN & BROCK LLC | 213.000 $ | |||||||||||
| AMES NATIONAL CORP | 212.268 $ | |||||||||||
| EXCALIBUR MANAGEMENT CORP | 212.268 $ | |||||||||||
| Aventura Private Wealth, LLC | 212.173 $ | +48.984 $ | +30,0 % | 163.189 $ | +5.974 $ | +3,8 % | 157.215 $ | +3.133 $ | +2,0 % | |||
| Lake Hills Wealth Management, LLC | 208.934 $ | -3.061 $ | -1,4 % | 211.995 $ | ||||||||
| Northern Capital Management, Inc. | 211.716 $ | |||||||||||
| GERBER, LLC | 211.602 $ | +10.355 $ | +5,1 % | 201.247 $ | ||||||||
| Cassady Wealth & Retirement Planning, LLC | 211.311 $ | |||||||||||
| San Luis Wealth Advisors LLC | 211.311 $ | +0 $ | +0,0 % | 211.311 $ | -18.140 $ | -7,9 % | ||||||
| Strata Wealth Advisors, LLC | 211.240 $ | -2.490 $ | -1,2 % | |||||||||
| Cane Capital Partners, LLC | 210.594 $ | |||||||||||
| Strategic Planning, Inc. | 210.375 $ | |||||||||||
| Investment Advisory Services Group LLC | 210.293 $ | |||||||||||
| PROMETHIUM ADVISORS,LLC | 210.193 $ | |||||||||||
| VestGen Investment Management | 210.157 $ | +839 $ | +0,4 % | 209.318 $ | -9.542 $ | -4,4 % | ||||||
| CANANDAIGUA NATIONAL BANK & TRUST CO | 210.100 $ | +5.268 $ | +2,6 % | |||||||||
| Chicago Wealth Management, Inc. | 208.739 $ | -1.199 $ | -0,6 % | 209.938 $ | ||||||||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 209.815 $ | |||||||||||
| TENET WEALTH PARTNERS, LLC | 209.561 $ | +6.239 $ | +3,1 % | 203.322 $ | ||||||||
| Tumwater Wealth Management, LLC | 209.378 $ | |||||||||||
| All Terrain Financial Advisors, LLC | 209.307 $ | |||||||||||
| Midwest Financial Partners Investments, Inc. | 209.115 $ | |||||||||||
| Global Wealth Strategies & Associates | 207.998 $ | +10.167 $ | +5,1 % | 197.831 $ | -130.732 $ | -39,8 % | ||||||
| Byrne Asset Management LLC | 207.518 $ | +10.216 $ | +5,2 % | 197.302 $ | +103.369 $ | +110,0 % | 93.933 $ | -4.255 $ | -4,3 % | 98.188 $ | -6.061 $ | -5,8 % |
| New England Professional Planning Group Inc. | 207.487 $ | |||||||||||
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 207.104 $ | |||||||||||
| BARRETT & COMPANY, INC. | 200.259 $ | -6.762 $ | -3,3 % | 207.021 $ | +35.029 $ | +20,4 % | 171.992 $ | -17.084 $ | -9,0 % | 189.076 $ | +502 $ | +0,3 % |
| Gibbs Wealth Management | 206.979 $ | |||||||||||
| Ballast Rock Private Wealth LLC | 206.934 $ | |||||||||||
| Summit Financial Wealth Advisors, LLC | 206.531 $ | |||||||||||
| Austin Asset Management Co Inc | 206.524 $ | |||||||||||
| Verisail Partners, LLC | 206.161 $ | |||||||||||
| BRIAN LOW FINANCIAL GROUP, LLC | 206.116 $ | |||||||||||
| Sugar Maple Asset Management, LLC | 206.099 $ | |||||||||||
| Capital Advisors, Ltd. LLC | 204.000 $ | -2.000 $ | -1,0 % | 206.000 $ | +11.000 $ | +5,6 % | 195.000 $ | -3.000 $ | -1,5 % | |||
| 46 Peaks LLC | 206.000 $ | |||||||||||
| Southeast Asset Advisors, LLC | 205.850 $ | |||||||||||
| NerdWallet Wealth Partners, LLC | 205.385 $ | |||||||||||
| STUART INVESTMENT ADVISORS, INC. | 205.377 $ | |||||||||||
| Beverly Hills Private Wealth, LLC | 204.102 $ | +815 $ | +0,4 % | 203.287 $ | ||||||||
| Tolleson Wealth Management, Inc. | 203.662 $ | |||||||||||
| Pointe Capital Management LLC | 203.662 $ | |||||||||||
| USA FINANCIAL FORMULAS | 203.633 $ | |||||||||||
| Sloy Dahl & Holst, LLC | 203.240 $ | |||||||||||
| LWM Advisory Services, LLC | 202.368 $ | |||||||||||
| Roxbury Financial LLC | 202.215 $ | +10.126 $ | +5,3 % | 192.089 $ | +44.874 $ | +30,5 % | 147.215 $ | -10.986 $ | -6,9 % | 158.201 $ | +1.110 $ | +0,7 % |
| Koesten, Hirschmann & Crabtree, INC. | 202.078 $ | +41.952 $ | +26,2 % | |||||||||
| Prosperitas Financial LLC | 201.832 $ | |||||||||||
| Revere Asset Management, Inc | 201.750 $ | |||||||||||
| Rockline Wealth Management, LLC | 201.750 $ | |||||||||||
| Anson Capital, Inc. | 201.341 $ | |||||||||||
| Courage Miller Partners, LLC | 201.072 $ | |||||||||||
| Portus Wealth Advisors, LLC | 201.072 $ | +61.528 $ | +44,1 % | 139.544 $ | ||||||||
| Thrive Wealth Management, LLC | 201.072 $ | |||||||||||
| Petros Family Wealth, LLC | 201.033 $ | |||||||||||
| Tufton Capital Management | 201.000 $ | |||||||||||
| SHELTON WEALTH MANAGEMENT, LLC | 200.919 $ | |||||||||||
| Seneca House Advisors | 200.794 $ | |||||||||||
| GAINLINE FINANCIAL PARTNERS, LLC | 200.735 $ | |||||||||||
| Forza Wealth Management, LLC | 200.648 $ | |||||||||||
| Tamar Securities, LLC | 200.629 $ | |||||||||||
| PEOPLES FINANCIAL SERVICES CORP. | 199.061 $ | +9.742 $ | +5,1 % | 189.319 $ | +51.173 $ | +37,0 % | 138.146 $ | -11.100 $ | -7,4 % | 149.246 $ | +1.414 $ | +1,0 % |
| FIRST COMMUNITY TRUST NA | 116.467 $ | -79.201 $ | -40,5 % | 195.668 $ | +38.969 $ | +24,9 % | 156.699 $ | +33.221 $ | +26,9 % | 123.478 $ | -16.852 $ | -12,0 % |
| Purpose Unlimited Inc. | 194.017 $ | +38.451 $ | +24,7 % | 155.566 $ | +142.005 $ | +1.047,2 % | 13.561 $ | |||||
| Pflug Koory, LLC | 192.513 $ | +19.174 $ | +11,1 % | 173.339 $ | -4.397 $ | -2,5 % | 177.736 $ | +9.683 $ | +5,8 % | |||
| VIMA LLC | 191.651 $ | |||||||||||
| Gould Capital, LLC | 190.330 $ | +182.463 $ | +2.319,3 % | 7.867 $ | +327 $ | +4,3 % | 7.540 $ | -41 $ | -0,5 % | |||
| TOMPKINS FINANCIAL CORP | 188.719 $ | +9.721 $ | +5,4 % | 178.998 $ | +61.384 $ | +52,2 % | 117.614 $ | +106.307 $ | +940,2 % | 11.307 $ | ||
| ORG Partners LLC | 187.581 $ | +1.079 $ | +0,6 % | |||||||||
| Bravera Wealth | 163.633 $ | -21.204 $ | -11,5 % | 184.837 $ | +55.223 $ | +42,6 % | 129.614 $ | |||||
| Modus Advisors, LLC | 183.647 $ | |||||||||||
| TOWER TRUST & INVESTMENT Co | 183.582 $ | +49.622 $ | +37,0 % | 133.960 $ | -10.763 $ | -7,4 % | 144.723 $ | +1.371 $ | +1,0 % | |||
| Seneschal Advisors, LLC | 179.748 $ | +81.880 $ | +83,7 % | 97.868 $ | -6.110 $ | -5,9 % | 103.978 $ | +5.744 $ | +5,8 % | |||
| Outlook Capital Management, LLC | 174.050 $ | |||||||||||
| Dynamic Wealth Strategies, LLC | 171.484 $ | -1.496 $ | -0,9 % | 172.980 $ | +14.204 $ | +8,9 % | 158.776 $ | -3.609 $ | -2,2 % | 162.385 $ | +3.484 $ | +2,2 % |
| Front Row Advisors LLC | 170.624 $ | +17.600 $ | +11,5 % | 153.024 $ | -466 $ | -0,3 % | 153.490 $ | +31.495 $ | +25,8 % | |||
| TAIYO LIFE INSURANCE CO | 169.906 $ | +8.315 $ | +5,1 % | 161.591 $ | +43.676 $ | +37,0 % | 117.915 $ | -41.886 $ | -26,2 % | 159.801 $ | +1.515 $ | +1,0 % |
| Ransom Advisory, Ltd | 162.976 $ | |||||||||||
| Aviso Financial Inc. | 61.155 $ | -101.615 $ | -62,4 % | 162.770 $ | -365.497 $ | -69,2 % | ||||||
| Navalign, LLC | 159.713 $ | |||||||||||
| Costello Asset Management, INC | 134.041 $ | -18.514 $ | -12,1 % | 152.555 $ | -3.896 $ | -2,5 % | 156.451 $ | +15.421 $ | +10,9 % | |||
| New England Capital Financial Advisors LLC | 140.552 $ | -5.398 $ | -3,7 % | 145.950 $ | -9.031 $ | -5,8 % | 154.981 $ | +12.666 $ | +8,9 % | |||
| Capitol Family Office, Inc. | 153.555 $ | +27.134 $ | +21,5 % | 126.421 $ | +12.114 $ | +10,6 % | 114.307 $ | +0 $ | +0,0 % | 114.307 $ | -2.949 $ | -2,5 % |
| Colonial Trust Advisors | 152.101 $ | +29.793 $ | +24,4 % | 122.308 $ | -10.692 $ | -8,0 % | 133.000 $ | +4 $ | +0,0 % | |||
| West Branch Capital LLC | 150.302 $ | +7.356 $ | +5,1 % | 142.946 $ | +25.729 $ | +21,9 % | 117.217 $ | -8.665 $ | -6,9 % | 125.882 $ | +312 $ | +0,2 % |
| Hilltop National Bank | 43.303 $ | -105.888 $ | -71,0 % | 149.191 $ | +32.528 $ | +27,9 % | 116.663 $ | -10.472 $ | -8,2 % | 127.135 $ | +4.540 $ | +3,7 % |
| Redwood Park Advisors LLC | 147.253 $ | +39.782 $ | +37,0 % | 107.471 $ | -8.635 $ | -7,4 % | 116.106 $ | +1.101 $ | +1,0 % | |||
| BIRCHBROOK, INC. | 105.724 $ | +2.144 $ | +2,1 % | 103.580 $ | +22.702 $ | +28,1 % | 80.878 $ | -64.507 $ | -44,4 % | 145.385 $ | +65.164 $ | +81,2 % |
| Privatperson | 129.276 $ | -15.565 $ | -10,7 % | 144.841 $ | +13.672 $ | +10,4 % | 131.169 $ | +33.837 $ | +34,8 % | 97.332 $ | +8.119 $ | +9,1 % |
| Clean Yield Group | 130.214 $ | +48.515 $ | +59,4 % | 81.699 $ | -59.693 $ | -42,2 % | 141.392 $ | +9.622 $ | +7,3 % | |||
| Trust Co | 136.630 $ | +13.551 $ | +11,0 % | 123.079 $ | +13.543 $ | +12,4 % | 109.536 $ | +8.465 $ | +8,4 % | 101.071 $ | +10.864 $ | +12,0 % |
| Twin Lakes Capital Management, LLC | 135.838 $ | +19.068 $ | +16,3 % | 116.770 $ | -4.606 $ | -3,8 % | 121.376 $ | +180 $ | +0,1 % | |||
| Transamerica Financial Advisors, LLC | 135.239 $ | +134.439 $ | +16.804,9 % | 800 $ | +217 $ | +37,2 % | 583 $ | +1 $ | +0,2 % | |||
| TopTier Wealth Management, LLC | 134.782 $ | |||||||||||
| Fort Vancouver Investment Management, LLC | 132.713 $ | +19.900 $ | +17,6 % | 112.813 $ | -8.291 $ | -6,8 % | 121.104 $ | +2.582 $ | +2,2 % | |||
| Richardson Capital Management LLC | 131.937 $ | +20.940 $ | +18,9 % | 110.997 $ | -8.435 $ | -7,1 % | 119.432 $ | -790 $ | -0,7 % | |||
| Tradewinds Capital Management, LLC | 131.886 $ | +6.914 $ | +5,5 % | 124.972 $ | +20.064 $ | +19,1 % | 104.908 $ | +3.889 $ | +3,8 % | |||
| GABLES CAPITAL MANAGEMENT INC. | 131.405 $ | +71.915 $ | +120,9 % | 59.490 $ | -61.666 $ | -50,9 % | 121.156 $ | +3.747 $ | +3,2 % | |||
| RETIREMITTEN FINANCIAL LLC | 130.623 $ | |||||||||||
| Frankly Finances, LLC | 128.008 $ | |||||||||||
| Clearstead Trust, LLC | 127.120 $ | +21.999 $ | +20,9 % | 105.121 $ | -1.466 $ | -1,4 % | 106.587 $ | +889 $ | +0,8 % | |||
| Valued Wealth Advisors LLC | 125.071 $ | +14.078 $ | +12,7 % | 110.993 $ | -10.283 $ | -8,5 % | 121.276 $ | -16.812 $ | -12,2 % | |||
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 124.986 $ | |||||||||||
| Midway Capital Research & Management | 121.513 $ | -2.814 $ | -2,3 % | 124.327 $ | ||||||||
| Beaird Harris Wealth Management, LLC | 124.301 $ | +68.483 $ | +122,7 % | 55.818 $ | -16.863 $ | -23,2 % | 72.681 $ | +1.787 $ | +2,5 % | |||
| NVWM, LLC | 122.669 $ | +5.311 $ | +4,5 % | 117.358 $ | +12.489 $ | +11,9 % | 104.869 $ | +25.710 $ | +32,5 % | 79.159 $ | +7.769 $ | +10,9 % |
| CHESAPEAKE ASSET MANAGEMENT LLC | 122.317 $ | +21.387 $ | +21,2 % | 100.930 $ | -12.061 $ | -10,7 % | 112.991 $ | +2.680 $ | +2,4 % | |||
| Estate Planners Group, LLC | 121.760 $ | |||||||||||
| Woodside Wealth Management LLC | 120.158 $ | +4.508 $ | +3,9 % | |||||||||
| IAG Wealth Partners, LLC | 119.430 $ | +36.831 $ | +44,6 % | 82.599 $ | +14.006 $ | +20,4 % | 68.593 $ | -23.242 $ | -25,3 % | |||
| MTM Investment Management, LLC | 118.754 $ | +19.278 $ | +19,4 % | 99.476 $ | -5.551 $ | -5,3 % | 105.027 $ | -7.936 $ | -7,0 % | |||
| Founders Capital Management | 118.638 $ | +14.483 $ | +13,9 % | 104.155 $ | -3.643 $ | -3,4 % | 107.798 $ | +7.452 $ | +7,4 % | |||
| Y.D. More Investments Ltd | 118.509 $ | +34.087 $ | +40,4 % | 84.422 $ | -4.812 $ | -5,4 % | 89.234 $ | +8.758 $ | +10,9 % | |||
| Pacifica Partners Inc. | 108.844 $ | -9.089 $ | -7,7 % | 117.933 $ | +540 $ | +0,5 % | ||||||
| True Wealth Design, LLC | 101.105 $ | -16.731 $ | -14,2 % | 117.836 $ | +12.601 $ | +12,0 % | 105.235 $ | +1.644 $ | +1,6 % | 103.591 $ | -1.149 $ | -1,1 % |
| Longview Financial Advisors LLC | 115.720 $ | +12.770 $ | +12,4 % | 102.950 $ | -301 $ | -0,3 % | 103.251 $ | +1.830 $ | +1,8 % | |||
| Lummis Asset Management, LP | 113.371 $ | -377 $ | -0,3 % | 113.748 $ | +10.241 $ | +9,9 % | 103.507 $ | -1.220 $ | -1,2 % | |||
| Burnham & Co LLC | 112.827 $ | |||||||||||
| Newton One Investments LLC | 107.058 $ | -4.153 $ | -3,7 % | 111.211 $ | +38.709 $ | +53,4 % | 72.502 $ | -21.500 $ | -22,9 % | 94.002 $ | +2.142 $ | +2,3 % |
| NorthAvenue LLC | 110.305 $ | +26.287 $ | +31,3 % | 84.018 $ | -5.716 $ | -6,4 % | 89.734 $ | |||||
| NI ACQUISITIONS COMPANY, LLC | 110.078 $ | |||||||||||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 98.043 $ | -4.474 $ | -4,4 % | 102.517 $ | -6.803 $ | -6,2 % | 109.320 $ | |||||
| Retirement Wealth Solutions LLC | 108.587 $ | +18.707 $ | +20,8 % | 89.880 $ | +24.294 $ | +37,0 % | 65.586 $ | -5.270 $ | -7,4 % | 70.856 $ | +672 $ | +1,0 % |
| Nicht ausgewiesen | 108.561 $ | +7.232 $ | +7,1 % | 101.329 $ | ||||||||
| Jessup Wealth Management, Inc | 106.653 $ | |||||||||||
| Reflection Asset Management | 106.266 $ | |||||||||||
| Forum Finance Group S.A. | 106.000 $ | +43.000 $ | +68,3 % | 63.000 $ | ||||||||
| LGT Financial Advisors LLC | 73.263 $ | -31.945 $ | -30,4 % | 105.208 $ | ||||||||
| IFC & Insurance Marketing, Inc. | 105.000 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 104.085 $ | +57.155 $ | +121,8 % | 46.930 $ | ||||||||
| Bernard Wealth Management Corp. | 103.727 $ | +9.775 $ | +10,4 % | 93.952 $ | -9.562 $ | -9,2 % | 103.514 $ | +1.767 $ | +1,7 % | |||
| TOTH FINANCIAL ADVISORY CORP | 99.819 $ | +4.323 $ | +4,5 % | 95.496 $ | +19.679 $ | +26,0 % | 75.817 $ | -6.257 $ | -7,6 % | 82.074 $ | -26.696 $ | -24,5 % |
| Urban Financial Advisory Corp | 97.032 $ | +13.185 $ | +15,7 % | 83.847 $ | -15.707 $ | -15,8 % | 99.554 $ | +4.270 $ | +4,5 % | |||
| Luminist Capital LLC | 0 $ | -97.991 $ | -100,0 % | 97.991 $ | -331.022 $ | -77,2 % | ||||||
| Meramec Financial Planners, LLC | 96.614 $ | +1.283 $ | +1,3 % | 95.331 $ | +5.693 $ | +6,4 % | 89.638 $ | |||||
| STANCE CAPITAL LLC | 96.091 $ | +12.382 $ | +14,8 % | 83.709 $ | -75.703 $ | -47,5 % | ||||||
| MBM WEALTH CONSULTANTS, LLC | 94.622 $ | |||||||||||
| Kilter Group LLC | 59.468 $ | +10.351 $ | +21,1 % | 49.117 $ | -45.167 $ | -47,9 % | 94.284 $ | +9.706 $ | +11,5 % | |||
| BankPlus Trust Department | 94.141 $ | +20.519 $ | +27,9 % | 73.622 $ | -5.337 $ | -6,8 % | 78.959 $ | +3.071 $ | +4,0 % | |||
| Holos Integrated Wealth LLC | 89.076 $ | +7.410 $ | +9,1 % | |||||||||
| PROATHLETE WEALTH MANAGEMENT LLC | 61.246 $ | +39.129 $ | +176,9 % | 22.117 $ | +3.477 $ | +18,7 % | 18.640 $ | -70.261 $ | -79,0 % | 88.901 $ | +78.623 $ | +765,0 % |
| Game Plan Financial Advisors, LLC | 88.504 $ | +25.444 $ | +40,3 % | 63.060 $ | -7.414 $ | -10,5 % | 70.474 $ | -54.883 $ | -43,8 % | |||
| Networth Advisors, LLC | 88.242 $ | +73.795 $ | +510,8 % | 14.447 $ | ||||||||
| Financial Network Wealth Advisors LLC | 87.843 $ | +45.736 $ | +108,6 % | 42.107 $ | +3.045 $ | +7,8 % | 39.062 $ | +668 $ | +1,7 % | |||
| 1 NORTH WEALTH SERVICES LLC | 87.667 $ | +84.430 $ | +2.608,3 % | 3.237 $ | -248 $ | -7,1 % | 3.485 $ | +106 $ | +3,1 % | |||
| Turning Point Benefit Group, Inc. | 87.608 $ | +85.267 $ | +3.642,3 % | |||||||||
| POM Investment Strategies, LLC | 67.010 $ | +64.476 $ | +2.544,4 % | 2.534 $ | -85.058 $ | -97,1 % | 87.592 $ | +69.913 $ | +395,5 % | 17.679 $ | +1.940 $ | +12,3 % |
| DELTA ASSET MANAGEMENT LLC/TN | 85.696 $ | +84.301 $ | +6.043,1 % | 1.395 $ | -113 $ | -7,5 % | 1.508 $ | +761 $ | +101,9 % | |||
| Wealth Enhancement Trust Services, Inc. | 47.669 $ | -37.081 $ | -43,8 % | 84.750 $ | +16.060 $ | +23,4 % | 68.690 $ | +26.577 $ | +63,1 % | 42.113 $ | ||
| Highland Investment Advisors LLC | 83.687 $ | |||||||||||
| Hara Capital LLC | 19.581 $ | -63.053 $ | -76,3 % | 82.634 $ | +66.972 $ | +427,6 % | 15.662 $ | +136 $ | +0,9 % | |||
| Privatperson | 82.331 $ | |||||||||||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 81.535 $ | +3.744 $ | +4,8 % | 77.791 $ | +3.718 $ | +5,0 % | 74.073 $ | -23.259 $ | -23,9 % | |||
| Kentucky Trust Co | 78.781 $ | +2.042 $ | +2,7 % | 76.739 $ | +41.853 $ | +120,0 % | 34.886 $ | -2.803 $ | -7,4 % | 37.689 $ | +357 $ | +1,0 % |
| Owl Creek Wealth Partners LLC | 78.419 $ | +43.997 $ | +127,8 % | 34.422 $ | +9.304 $ | +37,0 % | 25.118 $ | |||||
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 71.866 $ | -5.774 $ | -7,4 % | 77.640 $ | +737 $ | +1,0 % | ||||||
| Horizons Wealth Management | 77.413 $ | +23.689 $ | +44,1 % | 53.724 $ | -18.710 $ | -25,8 % | 72.434 $ | +1.963 $ | +2,8 % | |||
| Basepoint Wealth LLC | 76.428 $ | |||||||||||
| C M BIDWELL & ASSOCIATES LTD | 75.577 $ | +1.456 $ | +2,0 % | 74.121 $ | +31.785 $ | +75,1 % | 42.336 $ | +476 $ | +1,1 % | |||
| JDM Financial Group LLC | 75.142 $ | +18.661 $ | +33,0 % | 56.481 $ | -2.711 $ | -4,6 % | 59.192 $ | +2.836 $ | +5,0 % | |||
| RHL GROUP, LLC | 74.040 $ | +45.403 $ | +158,5 % | 28.637 $ | -2.268 $ | -7,3 % | 30.905 $ | |||||
| Towne Trust Company, N.A | 73.624 $ | |||||||||||
| Bullseye Investment Management, LLC | 72.964 $ | +7.652 $ | +11,7 % | 65.312 $ | -1.967 $ | -2,9 % | 67.279 $ | |||||
| Creative Capital Management Investments LLC | 72.375 $ | +7.336 $ | +11,3 % | 65.039 $ | -30 $ | -0,0 % | 65.069 $ | +255 $ | +0,4 % | |||
| Nalls Sherbakoff Group, LLC | 72.158 $ | +10.360 $ | +16,8 % | 61.798 $ | -5.716 $ | -8,5 % | 67.514 $ | +1.477 $ | +2,2 % | |||
| Field & Main Bank | 44.972 $ | +4.120 $ | +10,1 % | 40.852 $ | -29.858 $ | -42,2 % | 70.710 $ | +26.282 $ | +59,2 % | |||
| Morton Brown Family Wealth, LLC | 70.687 $ | +10.933 $ | +18,3 % | 59.754 $ | -1.184 $ | -1,9 % | 60.938 $ | -13.220 $ | -17,8 % | |||
| Gleason Group, Inc. | 32.375 $ | -795 $ | -2,4 % | 33.170 $ | -21.332 $ | -39,1 % | 54.502 $ | -15.138 $ | -21,7 % | 69.640 $ | -64 $ | -0,1 % |
| Kings Path Partners LLC | 35.387 $ | +1.827 $ | +5,4 % | 33.560 $ | -35.498 $ | -51,4 % | 69.058 $ | +4.897 $ | +7,6 % | 64.161 $ | +263 $ | +0,4 % |
| Oakworth Capital, Inc. | 20.473 $ | -48.279 $ | -70,2 % | 68.752 $ | +42.353 $ | +160,4 % | 26.399 $ | +59 $ | +0,2 % | |||
| Wealth Preservation Advisors, LLC | 16.929 $ | -50.772 $ | -75,0 % | 67.701 $ | +1.737 $ | +2,6 % | ||||||
| Compass Financial Services Inc | 67.492 $ | -303 $ | -0,4 % | |||||||||
| Whipplewood Advisors, LLC | 62.895 $ | +2.191 $ | +3,6 % | 60.704 $ | +1.357 $ | +2,3 % | 59.347 $ | -4.551 $ | -7,1 % | 63.898 $ | +1.947 $ | +3,1 % |
| Your Advocates Ltd., LLP | 19.780 $ | +3.132 $ | +18,8 % | 16.648 $ | -45.729 $ | -73,3 % | 62.377 $ | +5.101 $ | +8,9 % | |||
| Bollard Group LLC | 62.000 $ | +17.000 $ | +37,8 % | 45.000 $ | ||||||||
| Sawyer & Company, Inc | 61.564 $ | +3.023 $ | +5,2 % | 58.541 $ | +15.482 $ | +36,0 % | 43.059 $ | -660 $ | -1,5 % | 43.719 $ | +2.719 $ | +6,6 % |
| MCDONALD PARTNERS LLC | 61.249 $ | |||||||||||
| ABOUND FINANCIAL, LLC | 17.211 $ | -39.304 $ | -69,5 % | 56.515 $ | -4.541 $ | -7,4 % | 61.056 $ | |||||
| Bradley & Co. Private Wealth Management, LLC | 60.520 $ | +3.285 $ | +5,7 % | 57.235 $ | +2.628 $ | +4,8 % | 54.607 $ | +490 $ | +0,9 % | |||
| FIDUCIARY ADVISORS, INC. | 60.083 $ | +3.007 $ | +5,3 % | 57.076 $ | +8.260 $ | +16,9 % | 48.816 $ | -3.866 $ | -7,3 % | 52.682 $ | +552 $ | +1,1 % |
| REAP Financial Group, LLC | 59.059 $ | +5.450 $ | +10,2 % | 53.609 $ | -2.848 $ | -5,0 % | 56.457 $ | |||||
| Montgomery Financial Services LLC | 57.663 $ | |||||||||||
| Evolution Advisers, Inc. | 26.000 $ | +4.000 $ | +18,2 % | 22.000 $ | -35.000 $ | -61,4 % | 57.000 $ | +34.000 $ | +147,8 % | |||
| Westend Capital Management, LLC | 40.994 $ | -11.885 $ | -22,5 % | 52.879 $ | -4.093 $ | -7,2 % | 56.972 $ | +1.187 $ | +2,1 % | |||
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 45.214 $ | +45.084 $ | +34.680,0 % | 130 $ | -39.874 $ | -99,7 % | 40.004 $ | -15.939 $ | -28,5 % | 55.943 $ | -119.828 $ | -68,2 % |
| HighMark Wealth Management LLC | 53.934 $ | +9.279 $ | +20,8 % | 44.655 $ | +758 $ | +1,7 % | 43.897 $ | +497 $ | +1,1 % | |||
| Ameliora Wealth Management Ltd. | 53.033 $ | +27.916 $ | +111,1 % | 25.117 $ | +249 $ | +1,0 % | 24.868 $ | +377 $ | +1,5 % | |||
| GK Wealth Management LLC | 51.729 $ | |||||||||||
| StrongBox Wealth, LLC | 50.301 $ | |||||||||||
| INVESTMENT COUNSEL CO OF NEVADA | 49.941 $ | +24.587 $ | +97,0 % | 25.354 $ | ||||||||
| Keystone Financial Group, Inc. | 48.642 $ | -762 $ | -1,5 % | 49.404 $ | +6.366 $ | +14,8 % | 43.038 $ | +66 $ | +0,2 % | 42.972 $ | +1.350 $ | +3,2 % |
| Ulland Investment Advisors, LLC | 42.000 $ | -6.000 $ | -12,5 % | 48.000 $ | -1.000 $ | -2,0 % | 49.000 $ | +4.000 $ | +8,9 % | 45.000 $ | -1.000 $ | -2,2 % |
| HOEY INVESTMENTS, INC | 43.714 $ | -4.460 $ | -9,3 % | 48.174 $ | ||||||||
| CrossGen Wealth, LLC | 48.048 $ | +12.771 $ | +36,2 % | 35.277 $ | +24.327 $ | +222,2 % | 10.950 $ | |||||
| REDMONT WEALTH ADVISORS LLC | 46.053 $ | +1.120 $ | +2,5 % | |||||||||
| North Ridge Wealth Advisors, Inc. | 44.977 $ | -395 $ | -0,9 % | 45.372 $ | +815 $ | +1,8 % | ||||||
| Evergreen Advisors, LLC | 41.877 $ | |||||||||||
| Dogwood Wealth Management LLC | 39.498 $ | -2.134 $ | -5,1 % | 41.632 $ | +1.092 $ | +2,7 % | ||||||
| Frazier Financial Advisors, LLC | 40.213 $ | +31.104 $ | +341,5 % | 9.109 $ | -484 $ | -5,0 % | 9.593 $ | +992 $ | +11,5 % | |||
| ADIRONDACK TRUST CO | 38.958 $ | -1.237 $ | -3,1 % | 40.195 $ | +3.812 $ | +10,5 % | 36.383 $ | +1.189 $ | +3,4 % | 35.194 $ | +587 $ | +1,7 % |
| Imprint Wealth LLC | 23.683 $ | -15.549 $ | -39,6 % | 39.232 $ | +2.594 $ | +7,1 % | 36.638 $ | -865 $ | -2,3 % | |||
| Commonwealth Retirement Investments LLC | 38.510 $ | +2.429 $ | +6,7 % | 36.081 $ | ||||||||
| Beacon Financial Strategies CORP | 37.701 $ | +20.142 $ | +114,7 % | 17.559 $ | ||||||||
| Turim 21 Investimentos Ltda. | 37.689 $ | |||||||||||
| Kroeger Financial Partners | 9.265 $ | -27.202 $ | -74,6 % | 36.467 $ | ||||||||
| LOGAN CAPITAL MANAGEMENT INC | 36.189 $ | +6.000 $ | +19,9 % | |||||||||
| Financial Avengers, Inc. | 35.086 $ | +2.108 $ | +6,4 % | 32.978 $ | +8.031 $ | +32,2 % | 24.947 $ | +457 $ | +1,9 % | |||
| VAN ECK ASSOCIATES CORP | 29.000 $ | -6.000 $ | -17,1 % | 35.000 $ | -13.676.000 $ | -99,7 % | ||||||
| BALLAST ADVISORS LLC | 32.047 $ | |||||||||||
| GW&K Investment Management, LLC | 8.000 $ | -24.000 $ | -75,0 % | 32.000 $ | +16.000 $ | +100,0 % | ||||||
| REXFORD CAPITAL INC | 31.553 $ | +8.528 $ | +37,0 % | 23.025 $ | ||||||||
| Gen-Wealth Partners Inc | 30.181 $ | +5.579 $ | +22,7 % | 24.602 $ | +1.995 $ | +8,8 % | 22.607 $ | +12.441 $ | +122,4 % | |||
| PIN OAK INVESTMENT ADVISORS INC | 30.000 $ | +3.000 $ | +11,1 % | 27.000 $ | -3.000 $ | -10,0 % | 30.000 $ | +530 $ | +1,8 % | |||
| Lavaca Capital LLC | 29.901 $ | +2.668 $ | +9,8 % | 27.233 $ | -1.552 $ | -5,4 % | 28.785 $ | +2.825 $ | +10,9 % | |||
| Generali Investments CEE, investicni spolecnost, a.s. | 29.277 $ | +0 $ | +0,0 % | 29.277 $ | ||||||||
| Basecamp Wealth Advisors LLC | 29.175 $ | +2.896 $ | +11,0 % | 26.279 $ | ||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 29.156 $ | +1.427 $ | +5,1 % | 27.729 $ | +6.797 $ | +32,5 % | 20.932 $ | -1.682 $ | -7,4 % | 22.614 $ | ||
| Oakmont Advisory Group, LLC | 29.113 $ | |||||||||||
| SIMA Wealth Partners, LLC | 27.580 $ | -320 $ | -1,1 % | 27.900 $ | +2.288 $ | +8,9 % | 25.612 $ | -2.688 $ | -9,5 % | 28.300 $ | -59.638 $ | -67,8 % |
| Garton & Associates Financial Advisors LLC | 28.150 $ | |||||||||||
| VISION FINANCIAL MARKETS LLC | 27.363 $ | +4.067 $ | +17,5 % | 23.296 $ | -3.699 $ | -13,7 % | 26.995 $ | +7.351 $ | +37,4 % | 19.644 $ | +9 $ | +0,0 % |
| MCGUIRE CAPITAL ADVISORS INC | 19.620 $ | -440 $ | -2,2 % | 20.060 $ | -6.948 $ | -25,7 % | 27.008 $ | |||||
| CKW FINANCIAL GROUP | 27.000 $ | |||||||||||
| Farmers & Merchants Trust Co of Chambersburg PA | 17.000 $ | -9.000 $ | -34,6 % | 26.000 $ | -284.000 $ | -91,6 % | ||||||
| Navigoe, LLC | 26.000 $ | +4.000 $ | +18,2 % | 22.000 $ | -2.000 $ | -8,3 % | 24.000 $ | +1.000 $ | +4,3 % | |||
| Frisco Financial Planning LLC | 25.824 $ | +3.304 $ | +14,7 % | 22.520 $ | -3.436 $ | -13,2 % | 25.956 $ | |||||
| TOP Private Wealth LLC. | 23.323 $ | |||||||||||
| Luken Investment Analytics, LLC | 22.074 $ | +493 $ | +2,3 % | 21.581 $ | -1.655 $ | -7,1 % | 23.236 $ | +708 $ | +3,1 % | |||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 23.183 $ | +1.569 $ | +7,3 % | 21.614 $ | +1.667 $ | +8,4 % | 19.947 $ | +326 $ | +1,7 % | |||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 22.948 $ | +6.203 $ | +37,0 % | 16.745 $ | -1.346 $ | -7,4 % | 18.091 $ | +172 $ | +1,0 % | |||
| Wealth Science Advisors LLC | 22.846 $ | |||||||||||
| Legacies Wealth LLC | 21.589 $ | +2.119 $ | +10,9 % | |||||||||
| ACIMA PRIVATE WEALTH, LLC | 21.414 $ | +520 $ | +2,5 % | 20.894 $ | +3.155 $ | +17,8 % | 17.739 $ | -1.373 $ | -7,2 % | 19.112 $ | +398 $ | +2,1 % |
| COUNTRY TRUST BANK | 19.137 $ | +1.708 $ | +9,8 % | 17.429 $ | -993 $ | -5,4 % | 18.422 $ | +1.808 $ | +10,9 % | |||
| Migdal Insurance & Financial Holdings Ltd. | 19.123 $ | +5.169 $ | +37,0 % | 13.954 $ | -1.046 $ | -7,0 % | 15.000 $ | +0 $ | +0,0 % | |||
| Hickory Point Bank & Trust | 10.054 $ | -7.157 $ | -41,6 % | 17.211 $ | +4.652 $ | +37,0 % | 12.559 $ | |||||
| Meriwether Wealth & Planning, LLC | 15.819 $ | |||||||||||
| Financial Management Professionals, Inc. | 14.951 $ | +1.334 $ | +9,8 % | 13.617 $ | -776 $ | -5,4 % | 14.393 $ | |||||
| Mondrian Investment Partners LTD | 14.617 $ | |||||||||||
| Midwest Capital Advisors, LLC | 12.447 $ | -5.014 $ | -28,7 % | |||||||||
| Privatperson | 5.799 $ | -85 $ | -1,4 % | 5.884 $ | -6.311 $ | -51,8 % | 12.195 $ | +7.113 $ | +140,0 % | 5.082 $ | +123 $ | +2,5 % |
| Mechanics Financial Corp | 11.871 $ | |||||||||||
| Quattro Advisors LLC | 11.552 $ | |||||||||||
| ALERUS FINANCIAL NA | 11.428 $ | +1.875 $ | +19,6 % | 9.553 $ | -1.179 $ | -11,0 % | 10.732 $ | +269 $ | +2,6 % | |||
| Cordant, Inc. | 9.574 $ | |||||||||||
| Wilkerson Advisory Group LLC | 9.552 $ | +947 $ | +11,0 % | 8.605 $ | +2.326 $ | +37,0 % | 6.279 $ | -505 $ | -7,4 % | 6.784 $ | ||
| Ashurst Perkins Coie Trust Co | 4.524 $ | +222 $ | +5,2 % | 4.302 $ | -4.743 $ | -52,4 % | 9.045 $ | -2.943 $ | -24,5 % | |||
| CAPITAL & PLANNING, LLC | 8.532 $ | |||||||||||
| PFS Partners, LLC | 7.807 $ | +6.000 $ | +332,0 % | 1.807 $ | +167 $ | +10,2 % | 1.640 $ | -6.476 $ | -79,8 % | 8.116 $ | ||
| Ares Financial Consulting, LLC | 7.478 $ | -95 $ | -1,3 % | 7.573 $ | ||||||||
| ISLAY CAPITAL MANAGEMENT, LLC | 7.538 $ | +72 $ | +1,0 % | |||||||||
| Accordant Advisory Group Inc | 7.476 $ | +667 $ | +9,8 % | 6.809 $ | -388 $ | -5,4 % | 7.197 $ | +707 $ | +10,9 % | |||
| Reyes Financial Architecture, Inc. | 6.784 $ | +4.544 $ | +202,9 % | |||||||||
| Ascentis Wealth Management, LLC | 6.153 $ | +1.009 $ | +19,6 % | 5.144 $ | -634 $ | -11,0 % | 5.778 $ | +145 $ | +2,6 % | |||
| WEST PACES ADVISORS INC. | 5.766 $ | -320 $ | -5,3 % | 6.086 $ | ||||||||
| Capital Advisor Network LLC | 3.679 $ | -1.716 $ | -31,8 % | 5.395 $ | ||||||||
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 633 $ | -4.643 $ | -88,0 % | 5.276 $ | ||||||||
| Clayton Financial Group LLC | 5.172 $ | +1.580 $ | +44,0 % | 3.592 $ | -289 $ | -7,4 % | 3.881 $ | +37 $ | +1,0 % | |||
| Centennial Bank/AR/ | 5.153 $ | -8.593 $ | -62,5 % | |||||||||
| Sarver Vrooman Wealth Advisors | 5.027 $ | +312 $ | +6,6 % | 4.715 $ | ||||||||
| Friedenthal Financial | 4.771 $ | +452 $ | +10,5 % | 4.319 $ | -419 $ | -8,8 % | 4.738 $ | -27 $ | -0,6 % | |||
| Essential Partners LLC | 4.330 $ | |||||||||||
| Decker Retirement Planning Inc. | 2.780 $ | +143 $ | +5,4 % | 2.637 $ | +432 $ | +19,6 % | 2.205 $ | |||||
| Mountain Hill Investment Partners Corp. | 2.442 $ | -14 $ | -0,6 % | 2.456 $ | +177 $ | +7,8 % | 2.279 $ | -37 $ | -1,6 % | |||
| Burk Holdings LLC | 1.952 $ | -298 $ | -13,2 % | 2.250 $ | ||||||||
| 3Chopt Investment Partners, LLC | 1.719 $ | +147 $ | +9,4 % | 1.572 $ | -121 $ | -7,1 % | 1.693 $ | +35 $ | +2,1 % | |||
| Stephens Consulting, LLC | 1.508 $ | +14 $ | +0,9 % | |||||||||
| Miller Global Investments, LLC | 1.508 $ | |||||||||||
| Acumen Wealth Advisors, LLC | 1.508 $ | |||||||||||
| PROTECTIVE LIFE CORP | 1.184 $ | +97 $ | +8,9 % | 1.087 $ | ||||||||
| GS Investments, Inc. | 519 $ | |||||||||||
| ARVEST INVESTMENTS, INC. | 0 $ | |||||||||||
| Total | 16.924.817.539 $ | +626.060.965 $ | +50,7 % | 117.337.293.239 $ | +24.167.559.947 $ | +113,6 % | 92.921.299.795 $ | -6.347.559.154 $ | +43,3 % | 99.468.296.367 $ | -3.575.155.784 $ | +78,3 % |
Not investment advice, no individual recommendation.
The figures shown here are an aggregated evaluation of publicly available
regulatory filings and public registers and do not constitute an assessment or
recommendation regarding individual securities, funds, or issuers.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Not investment advice, no individual recommendation.
Aggregated evaluation of public regulatory filings, no assessment of individual
securities. The operator may receive affiliate compensation via linked providers
and may hold positions.
Legal notices.