| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 23.691.866.281 $ | -68.325.465 $ | +22,3 % | 332.259.460.098 $ | +43.789.902.190 $ | +108,4 % | 289.448.732.754 $ | +18.186.463.730 $ | +65,9 % | 268.806.950.071 $ | +2.821.381.536 $ | +179,4 % |
| BANK OF AMERICA CORP /DE/ | 30.100.950.257 $ | +4.069.921.997 $ | +15,6 % | 26.031.028.260 $ | +3.923.537.792 $ | +17,7 % | 22.107.490.468 $ | +641.093.881 $ | +3,0 % | |||
| MORGAN STANLEY | 29.819.218.943 $ | +3.642.860.256 $ | +13,9 % | 26.176.358.687 $ | +2.437.618.087 $ | +10,3 % | 23.738.740.600 $ | +1.296.491.202 $ | +5,8 % | |||
| LPL Financial LLC | 23.015.759.262 $ | +3.475.479.254 $ | +17,8 % | 19.540.280.008 $ | +972.342.502 $ | +5,2 % | 18.567.937.506 $ | +1.432.606.294 $ | +8,4 % | |||
| WELLS FARGO & COMPANY/MN | 15.828.469.729 $ | +2.450.037.663 $ | +18,3 % | 13.378.432.066 $ | +1.474.152.662 $ | +12,4 % | 11.904.279.404 $ | +1.425.442.531 $ | +13,6 % | |||
| JPMORGAN CHASE & CO | 11.184.098.988 $ | +598.711.664 $ | +5,7 % | 10.585.387.324 $ | -264.929.752 $ | -2,4 % | 10.850.317.076 $ | -10.561.772.676 $ | -49,3 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 10.467.244.125 $ | +178.022.744 $ | +1,7 % | 10.289.221.381 $ | +1.396.058.689 $ | +15,7 % | 8.893.162.692 $ | +274.090.312 $ | +3,2 % | |||
| RAYMOND JAMES FINANCIAL INC | 8.251.802.467 $ | +1.214.756.988 $ | +17,3 % | 7.037.045.479 $ | +361.881.665 $ | +5,4 % | 6.675.163.814 $ | +412.594.102 $ | +6,6 % | |||
| Creative Planning | 7.804.326.670 $ | +1.232.403.011 $ | +18,8 % | 6.571.923.659 $ | +342.353.433 $ | +5,5 % | 6.229.570.226 $ | +156.493.826 $ | +2,6 % | |||
| UBS Group AG | 6.775.264.437 $ | +675.412.069 $ | +11,1 % | 6.099.852.368 $ | +1.705.280.488 $ | +38,8 % | 4.394.571.880 $ | +121.266.976 $ | +2,8 % | |||
| ROYAL BANK OF CANADA | 4.613.186.000 $ | +497.985.000 $ | +12,1 % | 4.115.201.000 $ | +208.358.000 $ | +5,3 % | 3.906.843.000 $ | -113.870.000 $ | -2,8 % | |||
| Cetera Investment Advisers | 4.503.734.081 $ | +550.976.459 $ | +13,9 % | 3.952.757.622 $ | +161.937.109 $ | +4,3 % | 3.790.820.513 $ | +226.469.873 $ | +6,4 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.460.274.613 $ | +645.514.200 $ | +16,9 % | 3.814.760.413 $ | +131.986.092 $ | +3,6 % | 3.682.774.321 $ | +14.948.864 $ | +0,4 % | |||
| Cambridge Investment Research Advisors, Inc. | 4.066.276.000 $ | +2.179.508.000 $ | +115,5 % | 1.886.768.000 $ | +106.642.000 $ | +6,0 % | 1.780.126.000 $ | +85.731.000 $ | +5,1 % | |||
| OSAIC HOLDINGS, INC. | 3.836.012.945 $ | +821.776.928 $ | +27,3 % | 3.014.236.017 $ | +9.289.003 $ | +0,3 % | 3.004.947.014 $ | -102.185.602 $ | -3,3 % | |||
| BlackRock, Inc. | 3.754.289.125 $ | +166.339.231 $ | +4,6 % | 3.587.949.894 $ | +215.388.082 $ | +6,4 % | 3.372.561.812 $ | +438.009.793 $ | +14,9 % | |||
| JONES FINANCIAL COMPANIES LLLP | 3.697.593.565 $ | +874.510.836 $ | +31,0 % | 2.823.082.729 $ | +338.488.327 $ | +13,6 % | 2.484.594.402 $ | +1.365.140.904 $ | +121,9 % | |||
| Wealthfront Advisers LLC | 3.414.627.300 $ | +537.113.690 $ | +18,7 % | 2.877.513.610 $ | +228.999.412 $ | +8,6 % | 2.648.514.198 $ | +135.981.834 $ | +5,4 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 3.402.583.166 $ | +381.226.605 $ | +12,6 % | 3.021.356.561 $ | -90.981.613 $ | -2,9 % | 3.112.338.174 $ | +46.208.174 $ | +1,5 % | |||
| AMERIPRISE FINANCIAL INC | 2.990.582.814 $ | +521.034.434 $ | +21,1 % | 2.469.548.380 $ | -48.885.396 $ | -1,9 % | 2.518.433.776 $ | +197.105.656 $ | +8,5 % | |||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.938.687.944 $ | +327.295.241 $ | +12,5 % | 2.611.392.703 $ | +530.314.407 $ | +25,5 % | 2.081.078.296 $ | +151.945.517 $ | +7,9 % | |||
| GOLDMAN SACHS GROUP INC | 2.864.332.975 $ | +628.757.687 $ | +28,1 % | 2.235.575.288 $ | +260.093.873 $ | +13,2 % | 1.975.481.415 $ | -149.091.358 $ | -7,0 % | |||
| US BANCORP \DE\ | 2.521.038.246 $ | +366.698.983 $ | +17,0 % | 2.154.339.263 $ | +114.360.496 $ | +5,6 % | 2.039.978.767 $ | +78.279.576 $ | +4,0 % | |||
| FMR LLC | 2.484.672.704 $ | +429.983.289 $ | +20,9 % | 2.054.689.415 $ | -90.249.514 $ | -4,2 % | 2.144.938.929 $ | +144.942.213 $ | +7,2 % | |||
| TIAA TRUST, NATIONAL ASSOCIATION | 83.037.862 $ | +10.074.396 $ | +13,8 % | 72.963.466 $ | -2.329.959.401 $ | -97,0 % | 2.402.922.867 $ | +33.969.301 $ | +1,4 % | |||
| TRUIST FINANCIAL CORP | 2.087.117.405 $ | +536.774.308 $ | +34,6 % | 1.550.343.097 $ | +384.838.148 $ | +33,0 % | 1.165.504.949 $ | +91.849.330 $ | +8,6 % | |||
| STIFEL FINANCIAL CORP | 1.916.513.792 $ | +318.833.921 $ | +20,0 % | 1.597.679.871 $ | -10.483.335 $ | -0,7 % | 1.608.163.206 $ | +74.096.894 $ | +4,8 % | |||
| MML INVESTORS SERVICES, LLC | 1.848.656.565 $ | +427.208.734 $ | +30,1 % | 1.421.447.831 $ | -218.598.654 $ | -13,3 % | 1.640.046.485 $ | +175.124.734 $ | +12,0 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 1.634.206.522 $ | +306.381.810 $ | +23,1 % | 1.327.824.712 $ | +146.494.507 $ | +12,4 % | 1.181.330.205 $ | +72.873.763 $ | +6,6 % | |||
| CWM, LLC | 1.483.178.747 $ | -103.858.253 $ | -6,5 % | 1.587.037.000 $ | +134.767.000 $ | +9,3 % | ||||||
| HighTower Advisors, LLC | 1.583.923.714 $ | +212.620.118 $ | +15,5 % | 1.371.303.596 $ | +91.115.488 $ | +7,1 % | 1.280.188.108 $ | +34.561.781 $ | +2,8 % | |||
| State of New Jersey Common Pension Fund D | 1.032.078.045 $ | +163.084.278 $ | +18,8 % | 868.993.767 $ | -647.557.191 $ | -42,7 % | 1.516.550.958 $ | +29.329.311 $ | +2,0 % | |||
| JANE STREET GROUP, LLC | 1.499.630.450 $ | +800.292.640 $ | +114,4 % | 699.337.810 $ | +248.439.295 $ | +55,1 % | 450.898.515 $ | +343.415.179 $ | +319,5 % | |||
| WIT, LLC | 1.404.208.165 $ | +271.903.475 $ | +24,0 % | 1.132.304.690 $ | +33.212.989 $ | +3,0 % | 1.099.091.701 $ | +10.246.235 $ | +0,9 % | |||
| TIAA Wealth Investment Management LLC | 1.387.781.876 $ | +181.139.654 $ | +15,0 % | 1.206.642.222 $ | ||||||||
| Capital Group Private Client Services, Inc. | 1.335.033.793 $ | +238.020.661 $ | +21,7 % | 1.097.013.132 $ | +23.241.996 $ | +2,2 % | 1.073.771.136 $ | +39.107.073 $ | +3,8 % | |||
| Kestra Advisory Services, LLC | 1.288.635.662 $ | +180.673.281 $ | +16,3 % | 1.107.962.381 $ | +24.950.160 $ | +2,3 % | 1.083.012.221 $ | +60.500.292 $ | +5,9 % | |||
| Betterment LLC | 1.276.622.000 $ | +71.120.000 $ | +5,9 % | 1.205.502.000 $ | +39.972.000 $ | +3,4 % | 1.165.530.000 $ | +47.136.000 $ | +4,2 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.251.206.521 $ | +166.807.057 $ | +15,4 % | 1.084.399.464 $ | ||||||||
| Private Advisor Group, LLC | 1.231.877.552 $ | +222.873.738 $ | +22,1 % | 1.009.003.814 $ | +31.832.742 $ | +3,3 % | 977.171.072 $ | +36.077.956 $ | +3,8 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.058.368.032 $ | +97.800.340 $ | +10,2 % | 960.567.692 $ | +133.906.220 $ | +16,2 % | 826.661.472 $ | -404.720.484 $ | -32,9 % | 1.231.381.956 $ | -28.380.383 $ | -2,3 % |
| Cerity Partners LLC | 1.181.183.597 $ | +196.153.024 $ | +19,9 % | 985.030.573 $ | +175.737.784 $ | +21,7 % | 809.292.789 $ | +66.117.576 $ | +8,9 % | |||
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.148.903.000 $ | +213.164.000 $ | +22,8 % | 935.739.000 $ | +132.543.000 $ | +16,5 % | 803.196.000 $ | +79.458.000 $ | +11,0 % | |||
| ASSETMARK, INC | 1.129.544.641 $ | +75.830.008 $ | +7,2 % | 1.053.714.633 $ | +171.223.592 $ | +19,4 % | 882.491.041 $ | +59.591.265 $ | +7,2 % | 822.899.776 $ | +27.373.750 $ | +3,4 % |
| Mariner, LLC | 1.032.179.664 $ | -85.660.160 $ | -7,7 % | 1.117.839.824 $ | +74.179.223 $ | +7,1 % | 1.043.660.601 $ | +73.430.419 $ | +7,6 % | |||
| Janney Montgomery Scott LLC | 1.094.293.000 $ | +104.821.000 $ | +10,6 % | 989.472.000 $ | -57.528.000 $ | -5,5 % | 1.047.000.000 $ | +82.604.000 $ | +8,6 % | |||
| Envestnet Portfolio Solutions, Inc. | 512.713.404 $ | -36.261.386 $ | -6,6 % | 548.974.790 $ | -511.796.891 $ | -48,2 % | 1.060.771.681 $ | +109.717.964 $ | +11,5 % | |||
| CAPTRUST FINANCIAL ADVISORS | 1.019.178.557 $ | +104.502.906 $ | +11,4 % | 914.675.651 $ | +58.642.281 $ | +6,9 % | 856.033.370 $ | +62.119.889 $ | +7,8 % | |||
| SEI INVESTMENTS CO | 963.015.642 $ | +156.039.137 $ | +19,3 % | 806.976.505 $ | -64.251 $ | -0,0 % | 807.040.756 $ | +27.255.485 $ | +3,5 % | |||
| NewEdge Advisors, LLC | 939.900.381 $ | +132.852.559 $ | +16,5 % | 807.047.822 $ | +26.689.400 $ | +3,4 % | 780.358.422 $ | +86.819.871 $ | +12,5 % | |||
| Rockefeller Capital Management L.P. | 937.981.316 $ | +113.012.283 $ | +13,7 % | 824.969.033 $ | +47.845.122 $ | +6,2 % | 777.123.911 $ | +253.765.810 $ | +48,5 % | |||
| Baird Financial Group, Inc. | 922.599.953 $ | +82.420.033 $ | +9,8 % | 840.179.920 $ | +11.270.686 $ | +1,4 % | 828.909.234 $ | +19.277.411 $ | +2,4 % | |||
| PRINCIPAL FINANCIAL GROUP INC | 906.992.782 $ | +185.996.068 $ | +25,8 % | 720.996.714 $ | +42.530.390 $ | +6,3 % | 678.466.324 $ | +343.824.774 $ | +102,7 % | |||
| Equitable Holdings, Inc. | 887.370.436 $ | +159.525.493 $ | +21,9 % | 727.844.943 $ | +20.614.666 $ | +2,9 % | 707.230.277 $ | +216.750.571 $ | +44,2 % | |||
| BANK OF MONTREAL /CAN/ | 885.133.058 $ | +208.403.087 $ | +30,8 % | 676.729.971 $ | +161.698.683 $ | +31,4 % | 515.031.288 $ | +33.303.731 $ | +6,9 % | |||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 878.031.597 $ | +163.347.671 $ | +22,9 % | 714.683.926 $ | -23.181.147 $ | -3,1 % | 737.865.073 $ | -13.165.104 $ | -1,8 % | |||
| Financial Engines Advisors L.L.C. | 239.556.527 $ | -612.403.505 $ | -71,9 % | 851.960.032 $ | -7.361.830 $ | -0,9 % | 859.321.862 $ | -19.872.613 $ | -2,3 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 807.364.982 $ | +211.352.305 $ | +35,5 % | 596.012.677 $ | +402.669.371 $ | +208,3 % | 193.343.306 $ | -79.701.432 $ | -29,2 % | |||
| M&T BANK CORP | 793.039.424 $ | +110.199.232 $ | +16,1 % | 682.840.192 $ | +21.730.126 $ | +3,3 % | 661.110.066 $ | +51.264.698 $ | +8,4 % | |||
| CITIGROUP INC | 746.877.774 $ | +188.646.537 $ | +33,8 % | 558.231.237 $ | -14.854.058 $ | -2,6 % | 573.085.295 $ | -109.604.392 $ | -16,1 % | |||
| FIFTH THIRD BANCORP | 741.725.482 $ | +106.417.186 $ | +16,8 % | 635.308.296 $ | +330.057.047 $ | +108,1 % | 305.251.249 $ | +29.963.479 $ | +10,9 % | |||
| Allworth Financial LP | 669.987.076 $ | -63.000.049 $ | -8,6 % | 732.987.125 $ | +1.732.562 $ | +0,2 % | 731.254.563 $ | +1.943.132 $ | +0,3 % | |||
| Focus Partners Wealth | 722.474.582 $ | +98.437.067 $ | +15,8 % | 624.037.515 $ | +53.984.560 $ | +9,5 % | 570.052.955 $ | +105.518.915 $ | +22,7 % | |||
| Corient Private Wealth LP | 289.605.611 $ | -32.205.572 $ | -10,0 % | 321.811.183 $ | -362.806.880 $ | -53,0 % | 684.618.063 $ | +492.833.614 $ | +257,0 % | |||
| Nationwide Fund Advisors | 241.147.125 $ | -415.745.151 $ | -63,3 % | 656.892.276 $ | -23.873.134 $ | -3,5 % | 680.765.410 $ | +68.125.050 $ | +11,1 % | |||
| Steward Partners Investment Advisory, LLC | 474.156.375 $ | -181.930.764 $ | -27,7 % | 656.087.139 $ | +109.964.948 $ | +20,1 % | 546.122.191 $ | +99.937.646 $ | +22,4 % | |||
| OLD MISSION CAPITAL LLC | 27.202.507 $ | -617.788.218 $ | -95,8 % | 644.990.725 $ | +640.414.464 $ | +13.994,3 % | 4.576.261 $ | -134.857.731 $ | -96,7 % | |||
| Invesco Ltd. | 612.931.095 $ | +44.738.681 $ | +7,9 % | 568.192.414 $ | -75.785.474 $ | -11,8 % | 643.977.888 $ | -175.287.744 $ | -21,4 % | |||
| Retirement Systems of Alabama | 628.294.264 $ | +99.280.202 $ | +18,8 % | 529.014.062 $ | +19.188.610 $ | +3,8 % | 509.825.452 $ | +9.859.760 $ | +2,0 % | |||
| STATE STREET CORP | 614.061.648 $ | +86.682.924 $ | +16,4 % | 527.378.724 $ | +24.729.602 $ | +4,9 % | 502.649.122 $ | +32.257.114 $ | +6,9 % | |||
| HARBOUR INVESTMENTS, INC. | 608.649.440 $ | +78.548.819 $ | +14,8 % | 530.100.621 $ | +108.985.940 $ | +25,9 % | 421.114.681 $ | -19.428.396 $ | -4,4 % | |||
| Japan Science & Technology Agency | 602.267.664 $ | +82.784.651 $ | +15,9 % | 519.483.013 $ | +197.202.231 $ | +61,2 % | 322.280.782 $ | +117.222.542 $ | +57,2 % | 205.058.240 $ | +132.910.778 $ | +184,2 % |
| Jordan Park Group LLC | 595.134.025 $ | +122.203.059 $ | +25,8 % | 472.930.966 $ | +14.057.105 $ | +3,1 % | 458.873.861 $ | +14.911.864 $ | +3,4 % | |||
| Asset Management One Co., Ltd. | 585.515.440 $ | +84.402.424 $ | +16,8 % | 501.113.016 $ | +27.768.934 $ | +5,9 % | 473.344.082 $ | +17.420.795 $ | +3,8 % | |||
| Nicht ausgewiesen | 575.447.941 $ | +111.175.684 $ | +23,9 % | 464.272.257 $ | +92.534.221 $ | +24,9 % | 371.738.036 $ | +59.747.026 $ | +19,2 % | |||
| RiverFront Investment Group, LLC | 505.198.940 $ | -64.489.756 $ | -11,3 % | 569.688.696 $ | +40.824.799 $ | +7,7 % | 528.863.897 $ | +90.703.574 $ | +20,7 % | |||
| HB Wealth Management, LLC | 531.361.634 $ | +37.901.093 $ | +7,7 % | 493.460.541 $ | +5.862.517 $ | +1,2 % | 487.598.024 $ | +2.209.174 $ | +0,5 % | |||
| PARK AVENUE SECURITIES LLC | 476.090.000 $ | -22.009.000 $ | -4,4 % | 498.099.000 $ | -26.500.000 $ | -5,1 % | 524.599.000 $ | +89.215.000 $ | +20,5 % | |||
| Nicht ausgewiesen | 500.787.359 $ | +28.563.116 $ | +6,0 % | 472.224.243 $ | +13.133.010 $ | +2,9 % | 459.091.233 $ | +13.484.096 $ | +3,0 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 495.616.244 $ | +93.324.423 $ | +23,2 % | 402.291.821 $ | +7.611.091 $ | +1,9 % | 394.680.730 $ | +18.855.992 $ | +5,0 % | |||
| FRANKLIN TEMPLETON INC | 483.949.494 $ | -11.223.975 $ | -2,3 % | 495.173.469 $ | +71.153.191 $ | +16,8 % | 424.020.278 $ | +4.533.908 $ | +1,1 % | |||
| Independent Advisor Alliance | 16.232.743 $ | -474.136.972 $ | -96,7 % | 490.369.715 $ | +477.439.097 $ | +3.692,3 % | 12.930.618 $ | +1.633.167 $ | +14,5 % | |||
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 345.032.162 $ | -134.378.211 $ | -28,0 % | 479.410.373 $ | +271.687.667 $ | +130,8 % | 207.722.706 $ | |||||
| Integrated Wealth Concepts LLC | 473.984.216 $ | +69.626.877 $ | +17,2 % | 404.357.339 $ | +127.731.597 $ | +46,2 % | 276.625.742 $ | -78.805.770 $ | -22,2 % | |||
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 469.966.894 $ | +210.603.402 $ | +81,2 % | 259.363.492 $ | ||||||||
| Sanctuary Advisors, LLC | 453.352.512 $ | +54.177.112 $ | +13,6 % | 399.175.400 $ | -2.163.174 $ | -0,5 % | 401.338.574 $ | -322.225.726 $ | -44,5 % | |||
| Dynasty Wealth Management, LLC | 266.742.592 $ | +82.670.372 $ | +44,9 % | 184.072.220 $ | -269.008.073 $ | -59,4 % | 453.080.293 $ | +177.225.432 $ | +64,2 % | |||
| Capital Investment Advisors, LLC | 442.148.912 $ | +29.382.959 $ | +7,1 % | 412.765.953 $ | +40.337.300 $ | +10,8 % | 372.428.653 $ | +17.852.855 $ | +5,0 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 414.725.727 $ | +6.088.733 $ | +1,5 % | 408.636.994 $ | -7.802.613 $ | -1,9 % | 416.439.607 $ | +109.966.809 $ | +35,9 % | |||
| Sequoia Financial Advisors, LLC | 411.589.244 $ | +18.835.441 $ | +4,8 % | 392.753.803 $ | +12.033.949 $ | +3,2 % | 380.719.854 $ | +31.434.509 $ | +9,0 % | |||
| MAI Capital Management | 409.470.855 $ | +61.730.870 $ | +17,8 % | 347.739.985 $ | +18.293.670 $ | +5,6 % | 329.446.315 $ | +2.732.576 $ | +0,8 % | |||
| Stratos Wealth Partners, LTD. | 401.761.168 $ | +59.112.066 $ | +17,3 % | 342.649.102 $ | +11.036.630 $ | +3,3 % | 331.612.472 $ | +43.576.444 $ | +15,1 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 397.418.207 $ | +16.099.170 $ | +4,2 % | 381.319.037 $ | +292.496.817 $ | +329,3 % | 88.822.220 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 396.144.936 $ | +33.469.735 $ | +9,2 % | 362.675.201 $ | -2.313.416 $ | -0,6 % | 364.988.617 $ | +5.196.362 $ | +1,4 % | |||
| Pathstone Holdings, LLC | 395.279.859 $ | +231.912.227 $ | +142,0 % | 163.367.632 $ | +15.336.659 $ | +10,4 % | 148.030.973 $ | +17.346.855 $ | +13,3 % | |||
| Mirae Asset Global Investments Co., Ltd. | 391.790.658 $ | +159.273.223 $ | +68,5 % | 232.517.435 $ | +10.433.463 $ | +4,7 % | 222.083.972 $ | -37.169.736 $ | -14,3 % | |||
| Prospera Financial Services Inc | 390.720.674 $ | +15.889.216 $ | +4,2 % | 374.831.458 $ | +21.895.339 $ | +6,2 % | 352.936.119 $ | -12.599.575 $ | -3,4 % | |||
| Ballentine Partners, LLC | 387.497.317 $ | +65.170.967 $ | +20,2 % | 322.326.350 $ | +26.470.770 $ | +8,9 % | 295.855.580 $ | -2.847.468 $ | -1,0 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 380.825.085 $ | +100.131.294 $ | +35,7 % | 280.693.791 $ | +36.531.155 $ | +15,0 % | 244.162.636 $ | +31.309.520 $ | +14,7 % | |||
| Brookstone Capital Management | 380.002.635 $ | +34.217.072 $ | +9,9 % | 345.785.563 $ | +83.352.738 $ | +31,8 % | 262.432.825 $ | -14.241.542 $ | -5,1 % | |||
| Cresset Asset Management, LLC | 358.409.329 $ | +112.940.743 $ | +46,0 % | 245.468.586 $ | +28.555.867 $ | +13,2 % | 216.912.719 $ | +25.349.862 $ | +13,2 % | |||
| NORTHERN TRUST CORP | 357.014.651 $ | +97.376.759 $ | +37,5 % | 259.637.892 $ | +59.309.656 $ | +29,6 % | 200.328.236 $ | +11.864.985 $ | +6,3 % | |||
| Merit Financial Group, LLC | 354.865.804 $ | +39.814.540 $ | +12,6 % | 315.051.264 $ | -40.597.980 $ | -11,4 % | 355.649.244 $ | +97.971.234 $ | +38,0 % | |||
| Concurrent Investment Advisors, LLC | 355.189.155 $ | +60.093.978 $ | +20,4 % | 295.095.177 $ | +57.368.017 $ | +24,1 % | 237.727.160 $ | +11.521.414 $ | +5,1 % | 226.205.746 $ | +60.577.491 $ | +36,6 % |
| MERCER GLOBAL ADVISORS INC /ADV | 347.477.257 $ | +26.741.630 $ | +8,3 % | 320.735.627 $ | -2.988.990 $ | -0,9 % | 323.724.617 $ | +31.600.130 $ | +10,8 % | |||
| Advance Capital Management, Inc. | 347.172.445 $ | +76.140.070 $ | +28,1 % | 271.032.375 $ | +192.896.065 $ | +246,9 % | 78.136.310 $ | +243.424 $ | +0,3 % | |||
| Strategic Financial Services, Inc. | 337.961.820 $ | +47.329.882 $ | +16,3 % | 290.631.938 $ | -12.870.605 $ | -4,2 % | 303.502.543 $ | +24.549.304 $ | +8,8 % | |||
| D.A. DAVIDSON & CO. | 336.521.642 $ | +37.573.714 $ | +12,6 % | 298.947.928 $ | +11.564.893 $ | +4,0 % | 287.383.035 $ | +14.345.612 $ | +5,3 % | |||
| PRINCIPAL SECURITIES, INC. | 330.801.102 $ | +18.560.561 $ | +5,9 % | 312.240.541 $ | +18.035.005 $ | +6,1 % | 294.205.536 $ | -11.972.803 $ | -3,9 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 328.285.120 $ | +44.828.393 $ | +15,8 % | 283.456.727 $ | +39.494.663 $ | +16,2 % | 243.962.064 $ | +11.163.839 $ | +4,8 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 310.838.000 $ | +20.815.000 $ | +7,2 % | 290.023.000 $ | -37.787.000 $ | -11,5 % | 327.810.000 $ | +153.223.000 $ | +87,8 % | |||
| EP Wealth Advisors, LLC | 324.154.084 $ | +265.928.391 $ | +456,7 % | 58.225.693 $ | -5.942.678 $ | -9,3 % | 64.168.371 $ | |||||
| Valmark Advisers, Inc. | 322.052.728 $ | +25.668.828 $ | +8,7 % | 296.383.900 $ | +40.734.611 $ | +15,9 % | 255.649.289 $ | +27.134.860 $ | +11,9 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 74.378.808 $ | -230.121.748 $ | -75,6 % | 304.500.556 $ | +102.665.995 $ | +50,9 % | 201.834.561 $ | -108.302.886 $ | -34,9 % | 310.137.447 $ | +79.363.877 $ | +34,4 % |
| Temasek Holdings (Private) Ltd | 299.348.812 $ | -236.779 $ | -0,1 % | 299.585.591 $ | +118.390 $ | +0,0 % | 299.467.201 $ | -828.730 $ | -0,3 % | |||
| Farther Finance Advisors, LLC | 293.716.106 $ | +30.230.721 $ | +11,5 % | 263.485.385 $ | +32.834.928 $ | +14,2 % | 230.650.457 $ | +28.289.444 $ | +14,0 % | 202.361.013 $ | +74.461.131 $ | +58,2 % |
| Modern Wealth Management, LLC | 292.597.885 $ | +52.158.457 $ | +21,7 % | 240.439.428 $ | +10.594.992 $ | +4,6 % | 229.844.436 $ | +13.189.919 $ | +6,1 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 81.419.349 $ | +162.648 $ | +0,2 % | 81.256.701 $ | -209.887.849 $ | -72,1 % | 291.144.550 $ | +215.582.095 $ | +285,3 % | |||
| Haverford Trust Co | 290.708.000 $ | +49.822.380 $ | +20,7 % | 240.885.620 $ | +8.882.512 $ | +3,8 % | 232.003.108 $ | +5.894.706 $ | +2,6 % | |||
| BLAIR WILLIAM & CO/IL | 287.127.796 $ | +84.599.387 $ | +41,8 % | 202.528.409 $ | +19.426.646 $ | +10,6 % | 183.101.763 $ | +18.989.662 $ | +11,6 % | |||
| BENJAMIN EDWARDS INC | 286.683.735 $ | +44.870.503 $ | +18,6 % | 241.813.232 $ | +76.076.126 $ | +45,9 % | 165.737.106 $ | +8.608.916 $ | +5,5 % | |||
| Arax Advisory Partners | 284.017.792 $ | +157.097.608 $ | +123,8 % | 126.920.184 $ | -20.738.430 $ | -14,0 % | 147.658.614 $ | +70.735.107 $ | +92,0 % | |||
| Beacon Pointe Advisors, LLC | 283.241.257 $ | +21.780.937 $ | +8,3 % | 261.460.320 $ | +112.782.271 $ | +75,9 % | 148.678.049 $ | +11.074.189 $ | +8,0 % | |||
| Orion Porfolio Solutions, LLC | 222.051.483 $ | -23.282.539 $ | -9,5 % | 245.334.022 $ | -36.791.860 $ | -13,0 % | 282.125.882 $ | +6.565.640 $ | +2,4 % | |||
| Waverly Advisors, LLC | 281.534.584 $ | +43.678.281 $ | +18,4 % | 237.856.303 $ | +53.963.099 $ | +29,3 % | 183.893.204 $ | +38.925.888 $ | +26,9 % | |||
| Forge Financial Services LLC | 274.994.841 $ | +45.700.252 $ | +19,9 % | 229.294.589 $ | +208.482.678 $ | +1.001,7 % | 20.811.911 $ | +1.628.238 $ | +8,5 % | |||
| Horizon Investments, LLC | 269.133.292 $ | -1.373.969 $ | -0,5 % | 270.507.261 $ | +11.039.208 $ | +4,3 % | 259.468.053 $ | -13.878.229 $ | -5,1 % | |||
| Choate Investment Advisors | 269.731.656 $ | +59.840.969 $ | +28,5 % | 209.890.687 $ | +205.418.142 $ | +4.592,9 % | 4.472.545 $ | -143.515 $ | -3,1 % | |||
| Wealthspire Advisors, LLC | 267.232.505 $ | +48.005.319 $ | +21,9 % | 219.227.186 $ | +13.305.705 $ | +6,5 % | 205.921.481 $ | +2.845.001 $ | +1,4 % | |||
| PARK NATIONAL CORP /OH/ | 250.617.676 $ | -11.628.557 $ | -4,4 % | 262.246.233 $ | +27.072.679 $ | +11,5 % | 235.173.554 $ | +10.925.403 $ | +4,9 % | 224.248.151 $ | -4.185.600 $ | -1,8 % |
| Valeo Financial Advisors, LLC | 252.047.462 $ | +3.785.134 $ | +1,5 % | 248.262.328 $ | +40.802.958 $ | +19,7 % | 207.459.370 $ | +9.297.154 $ | +4,7 % | 198.162.216 $ | +1.055.062 $ | +0,5 % |
| Aptus Capital Advisors, LLC | 248.339.062 $ | +24.015.236 $ | +10,7 % | 224.323.826 $ | +23.765.164 $ | +11,8 % | 200.558.662 $ | -97.301.944 $ | -32,7 % | |||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 244.434.918 $ | +3.567.945 $ | +1,5 % | 240.866.973 $ | -7.124.946 $ | -2,9 % | 247.991.919 $ | +51.608.361 $ | +26,3 % | |||
| Matson Money. Inc. | 247.938.463 $ | +33.286.116 $ | +15,5 % | 214.652.347 $ | +751.787 $ | +0,4 % | 213.900.560 $ | +4.217.873 $ | +2,0 % | |||
| CITADEL ADVISORS LLC | 228.808.360 $ | -18.566.955 $ | -7,5 % | 247.375.315 $ | +96.895.766 $ | +64,4 % | 150.479.549 $ | -4.687.071 $ | -3,0 % | |||
| Confluence Wealth Services, Inc. | 242.253.370 $ | +43.555.456 $ | +21,9 % | 198.697.914 $ | +11.977.981 $ | +6,4 % | 186.719.933 $ | +14.997.062 $ | +8,7 % | |||
| AE Wealth Management LLC | 241.053.925 $ | +17.208.137 $ | +7,7 % | 223.845.788 $ | +19.294.352 $ | +9,4 % | 204.551.436 $ | +19.141.667 $ | +10,3 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 234.420.695 $ | +14.141.193 $ | +6,4 % | 220.279.502 $ | -20.402.491 $ | -8,5 % | 240.681.993 $ | +21.053.783 $ | +9,6 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 235.560.629 $ | +11.632.629 $ | +5,2 % | 223.928.000 $ | +27.457.881 $ | +14,0 % | 196.470.119 $ | +7.559.471 $ | +4,0 % | 188.910.648 $ | +1.475.584 $ | +0,8 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 234.685.800 $ | +50.088.625 $ | +27,1 % | 184.597.175 $ | +76.191.137 $ | +70,3 % | 108.406.038 $ | +96.531.456 $ | +812,9 % | |||
| DEUTSCHE BANK AG\ | 232.943.511 $ | +47.209.305 $ | +25,4 % | 185.734.206 $ | +14.091.698 $ | +8,2 % | 171.642.508 $ | +5.260.032 $ | +3,2 % | |||
| Neuberger Berman Group LLC | 227.068.420 $ | +62.226.906 $ | +37,7 % | 164.841.514 $ | +72.705.741 $ | +78,9 % | 92.135.773 $ | +2.459.533 $ | +2,7 % | |||
| MONEY CONCEPTS CAPITAL CORP | 226.712.055 $ | +70.028.659 $ | +44,7 % | 156.683.396 $ | +4.042.399 $ | +2,6 % | 152.640.997 $ | +2.961.417 $ | +2,0 % | |||
| Vestmark Advisory Solutions, Inc. | 193.426.917 $ | -32.114.188 $ | -14,2 % | 225.541.105 $ | +122.875.230 $ | +119,7 % | 102.665.875 $ | +4.385.235 $ | +4,5 % | |||
| Stairway Partners, LLC | 207.571.570 $ | +1.967.743 $ | +1,0 % | 205.603.827 $ | -16.249.870 $ | -7,3 % | 221.853.697 $ | +8.518.378 $ | +4,0 % | 213.335.319 $ | -18.944.689 $ | -8,2 % |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 218.583.721 $ | -3.214.319 $ | -1,4 % | 221.798.040 $ | +120.763.573 $ | +119,5 % | 101.034.467 $ | -25.254.674 $ | -20,0 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 209.449.523 $ | -5.791.073 $ | -2,7 % | 215.240.596 $ | +12.316.080 $ | +6,1 % | 202.924.516 $ | -15.460.585 $ | -7,1 % | 218.385.101 $ | +2.219.393 $ | +1,0 % |
| CIBC Bancorp USA Inc. | 215.106.893 $ | +35.582.664 $ | +19,8 % | 179.524.229 $ | +176.856.631 $ | +6.629,8 % | ||||||
| BESSEMER GROUP INC | 214.988.000 $ | +69.637.000 $ | +47,9 % | 145.351.000 $ | +15.383.000 $ | +11,8 % | 129.968.000 $ | +23.550.000 $ | +22,1 % | |||
| Cerity Partners OCIO LLC | 213.311.808 $ | +12.173.534 $ | +6,1 % | 201.138.274 $ | +81.492.200 $ | +68,1 % | 119.646.074 $ | +48.617.933 $ | +68,4 % | |||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 213.005.215 $ | +33.644.518 $ | +18,8 % | 179.360.697 $ | +4.683.049 $ | +2,7 % | 174.677.648 $ | +3.660.735 $ | +2,1 % | |||
| COMERICA BANK | 212.151.521 $ | +12.854.908 $ | +6,5 % | |||||||||
| Prime Capital Investment Advisors, LLC | 211.383.852 $ | +39.603.560 $ | +23,1 % | 171.780.292 $ | +14.803.812 $ | +9,4 % | 156.976.480 $ | +85.249.798 $ | +118,9 % | 71.726.682 $ | +2.298.437 $ | +3,3 % |
| NorthRock Partners, LLC | 209.851.108 $ | +42.633.774 $ | +25,5 % | 167.217.334 $ | +15.923.745 $ | +10,5 % | 151.293.589 $ | +27.498.561 $ | +22,2 % | |||
| Bleakley Financial Group, LLC | 200.520.483 $ | +40.464.493 $ | +25,3 % | 160.055.990 $ | +25.368.734 $ | +18,8 % | 134.687.256 $ | +78.728.214 $ | +140,7 % | |||
| OpenArc Corporate Advisory, LLC | 62.116.199 $ | +1.918.407 $ | +3,2 % | 60.197.792 $ | +8.320.958 $ | +16,0 % | 51.876.834 $ | -148.478.456 $ | -74,1 % | 200.355.290 $ | ||
| Elm Partners Management LLC | 199.134.564 $ | +40.951.350 $ | +25,9 % | 158.183.214 $ | +17.403.990 $ | +12,4 % | 140.779.224 $ | +8.608.619 $ | +6,5 % | |||
| CITIZENS FINANCIAL GROUP INC/RI | 198.729.868 $ | +21.507.815 $ | +12,1 % | 177.222.053 $ | +18.519.029 $ | +11,7 % | 158.703.024 $ | +2.177.111 $ | +1,4 % | |||
| HBW ADVISORY SERVICES LLC | 152.643.594 $ | -44.191.371 $ | -22,5 % | 196.834.965 $ | +32.692.272 $ | +19,9 % | 164.142.693 $ | +2.902.712 $ | +1,8 % | 161.239.981 $ | +13.443.186 $ | +9,1 % |
| Geneos Wealth Management Inc. | 194.611.580 $ | +28.764.226 $ | +17,3 % | 165.847.354 $ | -27.898.731 $ | -14,4 % | 193.746.085 $ | -1.419.014 $ | -0,7 % | |||
| AlphaCore Capital LLC | 193.731.109 $ | +14.684.664 $ | +8,2 % | 179.046.445 $ | +21.146.332 $ | +13,4 % | 157.900.113 $ | +79.859.158 $ | +102,3 % | |||
| Savant Capital, LLC | 192.893.138 $ | +88.623.219 $ | +85,0 % | 104.269.919 $ | +17.767.471 $ | +20,5 % | 86.502.448 $ | -26.800.047 $ | -23,7 % | |||
| Arkadios Wealth Advisors | 164.295.244 $ | -28.417.077 $ | -14,7 % | 192.712.321 $ | +89.926.819 $ | +87,5 % | 102.785.502 $ | +7.256.116 $ | +7,6 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 192.006.418 $ | +30.741.679 $ | +19,1 % | 161.264.739 $ | +8.279.217 $ | +5,4 % | 152.985.522 $ | +11.747.599 $ | +8,3 % | |||
| Hirtle & Co., LLC | 191.510.280 $ | +28.018.014 $ | +17,1 % | 163.492.266 $ | +4.659.463 $ | +2,9 % | 158.832.803 $ | +6.904.034 $ | +4,5 % | |||
| Alesco Advisors, LLC, An ESL Co | 191.363.278 $ | +28.741.741 $ | +17,7 % | 162.621.537 $ | +2.363.815 $ | +1,5 % | 160.257.722 $ | -1.087.943 $ | -0,7 % | |||
| Investure, LLC | 190.227.646 $ | +9.721.830 $ | +5,4 % | 180.505.816 $ | +137.710.539 $ | +321,8 % | 42.795.277 $ | +3.028.707 $ | +7,6 % | |||
| MENORA MIVTACHIM HOLDINGS LTD. | 189.843.091 $ | +181.422.804 $ | +2.154,6 % | 8.420.287 $ | -15.835.878 $ | -65,3 % | 24.256.165 $ | +2.652.202 $ | +12,3 % | |||
| OPPENHEIMER & CO INC | 189.805.380 $ | +33.432.709 $ | +21,4 % | 156.372.671 $ | +9.824.217 $ | +6,7 % | 146.548.454 $ | -2.722.789 $ | -1,8 % | |||
| IHT Wealth Management, LLC | 189.405.427 $ | +12.249.416 $ | +6,9 % | 177.156.011 $ | -1.509.591 $ | -0,8 % | 178.665.602 $ | +2.700.403 $ | +1,5 % | |||
| CIBC Private Wealth Group LLC | 188.733.633 $ | -7.253.912 $ | -3,7 % | |||||||||
| Capital Analysts, LLC | 188.389.000 $ | +25.172.000 $ | +15,4 % | 163.217.000 $ | +11.578.000 $ | +7,6 % | 151.639.000 $ | +10.839.000 $ | +7,7 % | |||
| Gotham Asset Management, LLC | 186.966.857 $ | +23.743.468 $ | +14,5 % | 163.223.389 $ | +39.799.716 $ | +32,2 % | 123.423.673 $ | +18.848.936 $ | +18,0 % | |||
| Wealthcare Advisory Partners LLC | 186.123.423 $ | +18.677.282 $ | +11,2 % | 167.446.141 $ | +4.016.486 $ | +2,5 % | 163.429.655 $ | +13.412.738 $ | +8,9 % | 150.016.917 $ | -4.556.470 $ | -2,9 % |
| Venturi Wealth Management, LLC | 186.062.462 $ | +67.707.062 $ | +57,2 % | 118.355.400 $ | -29.625.873 $ | -20,0 % | 147.981.273 $ | -40.968.230 $ | -21,7 % | |||
| Hackensack Meridian Health, Inc. | 186.058.640 $ | +38.537.390 $ | +26,1 % | 147.521.250 $ | +645.550 $ | +0,4 % | 146.875.700 $ | +2.840.500 $ | +2,0 % | |||
| Atria Investments, Inc | 151.835.890 $ | -8.995.220 $ | -5,6 % | 160.831.110 $ | -12.261.862 $ | -7,1 % | 173.092.972 $ | -12.690.231 $ | -6,8 % | 185.783.203 $ | +13.243.548 $ | +7,7 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 180.513.328 $ | -3.638.065 $ | -2,0 % | 184.151.393 $ | +26.013.567 $ | +16,4 % | 158.137.826 $ | +5.053.429 $ | +3,3 % | 153.084.397 $ | +4.024.870 $ | +2,7 % |
| Global Retirement Partners, LLC | 183.590.785 $ | +28.319.156 $ | +18,2 % | 155.271.629 $ | +16.820.479 $ | +12,1 % | ||||||
| Apollon Wealth Management, LLC | 183.203.224 $ | +22.292.254 $ | +13,9 % | 160.910.970 $ | +7.583.153 $ | +4,9 % | 153.327.817 $ | +5.840.076 $ | +4,0 % | |||
| Summit Financial, LLC | 182.548.799 $ | +18.984.596 $ | +11,6 % | 163.564.203 $ | +32.007.748 $ | +24,3 % | 131.556.455 $ | -3.985.353 $ | -2,9 % | |||
| Capital Asset Advisory Services LLC | 182.519.952 $ | +8.549.282 $ | +4,9 % | 173.970.670 $ | +17.840.897 $ | +11,4 % | 156.129.773 $ | +27.841.310 $ | +21,7 % | |||
| Gladstone Institutional Advisory LLC | 181.448.730 $ | +35.797.858 $ | +24,6 % | 145.650.872 $ | +17.959.136 $ | +14,1 % | 127.691.736 $ | -3.876.852 $ | -2,9 % | |||
| Ameritas Advisory Services, LLC | 179.063.761 $ | +115.880.705 $ | +183,4 % | 63.183.056 $ | -209.534 $ | -0,3 % | 63.392.590 $ | +22.523.952 $ | +55,1 % | |||
| MGO ONE SEVEN LLC | 178.937.621 $ | +32.562.244 $ | +22,2 % | 146.375.377 $ | +55.790 $ | +0,0 % | 146.319.587 $ | +20.950.287 $ | +16,7 % | |||
| Prosperity Consulting Group, LLC | 178.514.557 $ | +20.798.852 $ | +13,2 % | 157.715.705 $ | +6.473.063 $ | +4,3 % | 151.242.642 $ | +13.375.338 $ | +9,7 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 66.904.991 $ | +152.079 $ | +0,2 % | 66.752.912 $ | +10.449.916 $ | +18,6 % | 56.302.996 $ | -121.623.714 $ | -68,4 % | 177.926.710 $ | +14.723.974 $ | +9,0 % |
| Privatperson | 130.145.081 $ | -8.655.022 $ | -6,2 % | 138.800.103 $ | -39.021.889 $ | -21,9 % | 177.821.992 $ | -17.509.764 $ | -9,0 % | |||
| Blue Trust, Inc. | 168.781.190 $ | -8.850.392 $ | -5,0 % | 177.631.582 $ | +7.958.801 $ | +4,7 % | 169.672.781 $ | -1.371.604 $ | -0,8 % | 171.044.385 $ | +3.437.459 $ | +2,1 % |
| Balentine LLC | 177.120.920 $ | +24.506.076 $ | +16,1 % | 152.614.844 $ | +2.966.231 $ | +2,0 % | 149.648.613 $ | +6.045.989 $ | +4,2 % | |||
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 176.426.682 $ | +23.873.661 $ | +15,6 % | 152.553.021 $ | +10.444.423 $ | +7,3 % | 142.108.598 $ | +4.499.690 $ | +3,3 % | |||
| Cornerstone Advisory, LLC | 175.259.506 $ | +7.241.088 $ | +4,3 % | 168.018.418 $ | +69.317 $ | +0,0 % | 167.949.101 $ | -2.800.455 $ | -1,6 % | |||
| Mill Creek Capital Advisors, LLC | 174.964.341 $ | +14.126.730 $ | +8,8 % | 160.837.611 $ | +4.076.106 $ | +2,6 % | ||||||
| Csenge Advisory Group | 174.905.622 $ | +37.245.861 $ | +27,1 % | 137.659.761 $ | +6.870.658 $ | +5,3 % | 130.789.103 $ | +8.825.888 $ | +7,2 % | |||
| CAPITAL ADVISORS INC/OK | 106.489.381 $ | -68.107.039 $ | -39,0 % | 174.596.420 $ | +26.626.809 $ | +18,0 % | 147.969.611 $ | +4.194.923 $ | +2,9 % | |||
| Connecticut Wealth Management, LLC | 173.132.152 $ | +2.478.988 $ | +1,5 % | 170.653.164 $ | +27.652.488 $ | +19,3 % | 143.000.676 $ | +92.460.241 $ | +182,9 % | 50.540.435 $ | +3.567.527 $ | +7,6 % |
| Nuveen, LLC | 171.654.028 $ | +18.785.463 $ | +12,3 % | 152.868.565 $ | +9.468.984 $ | +6,6 % | 143.399.581 $ | -12.096.932 $ | -7,8 % | |||
| Lido Advisors, LLC | 117.973.710 $ | -41.445.044 $ | -26,0 % | 159.418.754 $ | -8.019.452 $ | -4,8 % | 167.438.206 $ | -504.971.222 $ | -75,1 % | |||
| BROWN ADVISORY INC | 166.393.238 $ | +51.291.247 $ | +44,6 % | 115.101.991 $ | +21.511.455 $ | +23,0 % | 93.590.536 $ | +1.526.884 $ | +1,7 % | |||
| WNY Asset Management, LLC | 163.163.031 $ | +66.585.523 $ | +68,9 % | 96.577.508 $ | -78.928.239 $ | -45,0 % | ||||||
| FIRST FOUNDATION ADVISORS | 163.121.798 $ | +15.480.899 $ | +10,5 % | 147.640.899 $ | +13.989.716 $ | +10,5 % | 133.651.183 $ | +3.940.930 $ | +3,0 % | |||
| TD PRIVATE CLIENT WEALTH LLC | 162.792.991 $ | +51.197.183 $ | +45,9 % | 111.595.808 $ | ||||||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 161.324.784 $ | +15.966.977 $ | +11,0 % | 145.357.807 $ | +756.901 $ | +0,5 % | 144.600.906 $ | +3.531.169 $ | +2,5 % | |||
| OneDigital Investment Advisors LLC | 161.150.732 $ | +17.471.936 $ | +12,2 % | 143.678.796 $ | +20.590.041 $ | +16,7 % | 123.088.755 $ | +10.124.748 $ | +9,0 % | |||
| Performance Wealth Partners, LLC | 160.407.054 $ | +120.700.369 $ | +304,0 % | 39.706.685 $ | -640.431 $ | -1,6 % | 40.347.116 $ | +2.446.669 $ | +6,5 % | |||
| Kingsview Wealth Management, LLC | 160.016.316 $ | +30.085.202 $ | +23,2 % | 129.931.114 $ | +11.204.018 $ | +9,4 % | 118.727.096 $ | +14.491.821 $ | +13,9 % | |||
| Advisory Services Network, LLC | 158.857.327 $ | +25.480.242 $ | +19,1 % | 133.377.085 $ | +21.836.077 $ | +19,6 % | 111.541.008 $ | +4.380.790 $ | +4,1 % | |||
| Aprio Wealth Management, LLC | 158.244.294 $ | +5.765.383 $ | +3,8 % | 152.478.911 $ | +10.558.687 $ | +7,4 % | 141.920.224 $ | +78.894.242 $ | +125,2 % | |||
| Western Wealth Management, LLC | 158.132.346 $ | +22.076.489 $ | +16,2 % | 136.055.857 $ | +24.471.491 $ | +21,9 % | 111.584.366 $ | +15.000.449 $ | +15,5 % | |||
| New York University | 157.918.450 $ | +30.369.039 $ | +23,8 % | 127.549.411 $ | ||||||||
| Vestcor Inc | 156.866.000 $ | +67.459.000 $ | +75,5 % | 89.407.000 $ | +52.178.000 $ | +140,2 % | 37.229.000 $ | |||||
| 3EDGE Asset Management, LP | 4.072.339 $ | +649.592 $ | +19,0 % | 3.422.747 $ | -153.354.505 $ | -97,8 % | 156.777.252 $ | +1.155.783 $ | +0,7 % | |||
| Kestra Investment Management, LLC | 137.847.962 $ | -18.172.793 $ | -11,6 % | 156.020.755 $ | +54.936.251 $ | +54,3 % | 101.084.504 $ | -68.725.475 $ | -40,5 % | |||
| STEPHENS INC /AR/ | 154.852.630 $ | +13.634.450 $ | +9,7 % | 141.218.180 $ | +7.692.460 $ | +5,8 % | 133.525.720 $ | +4.126.727 $ | +3,2 % | |||
| HOWARD FINANCIAL SERVICES, LTD. | 73.998.480 $ | -80.229.327 $ | -52,0 % | 154.227.807 $ | +79.190.149 $ | +105,5 % | 75.037.658 $ | +5.756.283 $ | +8,3 % | 69.281.375 $ | +6.565.214 $ | +10,5 % |
| Quotient Wealth Partners, LLC | 154.141.072 $ | +24.989.154 $ | +19,3 % | 129.151.918 $ | -2.605.151 $ | -2,0 % | 131.757.069 $ | -280.010 $ | -0,2 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 152.485.523 $ | +31.868.895 $ | +26,4 % | 120.616.628 $ | +18.516.563 $ | +18,1 % | 102.100.065 $ | +6.674.209 $ | +7,0 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 105.702.524 $ | -46.474.799 $ | -30,5 % | 152.177.323 $ | +116.839.851 $ | +330,6 % | 35.337.472 $ | -797.284 $ | -2,2 % | |||
| Pinnacle Financial Partners, Inc. | 151.431.062 $ | +312.295 $ | +0,2 % | 151.118.767 $ | +10.622.218 $ | +7,6 % | 140.496.549 $ | |||||
| JB Capital LLC | 60.184.893 $ | -42.241.457 $ | -41,2 % | 102.426.350 $ | -28.122.172 $ | -21,5 % | 130.548.522 $ | -18.651.354 $ | -12,5 % | 149.199.876 $ | +34.200.219 $ | +29,7 % |
| Magnus Financial Group LLC | 148.932.593 $ | +3.106.557 $ | +2,1 % | 145.826.036 $ | +17.970.139 $ | +14,1 % | 127.855.897 $ | +3.986.087 $ | +3,2 % | 123.869.810 $ | +3.209.198 $ | +2,7 % |
| J.W. COLE ADVISORS, INC. | 146.456.523 $ | +19.747.255 $ | +15,6 % | 126.709.268 $ | +7.079.838 $ | +5,9 % | 119.629.430 $ | -12.417.458 $ | -9,4 % | |||
| Meeder Advisory Services, Inc. | 146.148.543 $ | +19.717.933 $ | +15,6 % | 126.430.610 $ | +9.258.061 $ | +7,9 % | 117.172.549 $ | +8.133.810 $ | +7,5 % | |||
| Gateway Wealth Partners, LLC | 103.402.128 $ | -42.687.406 $ | -29,2 % | 146.089.534 $ | +87.396.785 $ | +148,9 % | 58.692.749 $ | +12.844.799 $ | +28,0 % | |||
| TWO SIGMA INVESTMENTS, LP | 60.090.110 $ | -85.249.619 $ | -58,7 % | 145.339.729 $ | +133.139.079 $ | +1.091,2 % | 12.200.650 $ | -122.432.667 $ | -90,9 % | |||
| Sigma Planning Corp | 145.283.839 $ | +13.016.950 $ | +9,8 % | 132.266.889 $ | +3.623.649 $ | +2,8 % | 128.643.240 $ | -1.024.421 $ | -0,8 % | |||
| Advisory Alpha, LLC | 144.836.381 $ | +10.163.967 $ | +7,5 % | 134.672.414 $ | +11.738.511 $ | +9,5 % | 122.933.903 $ | -3.356.441 $ | -2,7 % | |||
| Members Trust Co | 127.085.636 $ | +18.956.555 $ | +17,5 % | 108.129.081 $ | -34.928.841 $ | -24,4 % | 143.057.922 $ | +327.315 $ | +0,2 % | |||
| Kensington Asset Management, LLC | 143.001.060 $ | +39.131.294 $ | +37,7 % | 103.869.766 $ | +33.738.101 $ | +48,1 % | 70.131.665 $ | +9.403.992 $ | +15,5 % | |||
| Financiere des Professionnels - Fonds d'investissement inc. | 142.058.008 $ | +16.407.010 $ | +13,1 % | 125.650.998 $ | +10.614.185 $ | +9,2 % | 115.036.813 $ | +6.245.873 $ | +5,7 % | |||
| World Investment Advisors | 139.672.587 $ | -1.918.583 $ | -1,4 % | 141.591.170 $ | +9.691.072 $ | +7,3 % | 131.900.098 $ | +32.812.014 $ | +33,1 % | |||
| IFP Advisors, Inc | 141.316.898 $ | +7.738.453 $ | +5,8 % | 133.578.445 $ | +3.127.335 $ | +2,4 % | 130.451.110 $ | +13.952.954 $ | +12,0 % | 116.498.156 $ | +351.240 $ | +0,3 % |
| Robertson Stephens Wealth Management, LLC | 136.802.485 $ | -4.314.152 $ | -3,1 % | 141.116.637 $ | +15.533.853 $ | +12,4 % | 125.582.784 $ | +23.739.892 $ | +23,3 % | 101.842.892 $ | +4.794.133 $ | +4,9 % |
| CHOREO, LLC | 139.328.503 $ | +16.182.953 $ | +13,1 % | 123.145.550 $ | +12.772.577 $ | +11,6 % | 110.372.973 $ | +4.442.344 $ | +4,2 % | |||
| QUADRANT CAPITAL GROUP LLC | 137.716.767 $ | +5.828.796 $ | +4,4 % | 131.887.971 $ | -3.576.666 $ | -2,6 % | 135.464.637 $ | +20.222.232 $ | +17,5 % | 115.242.405 $ | +13.684.946 $ | +13,5 % |
| EXCHANGE TRADED CONCEPTS, LLC | 137.373.591 $ | +32.137.575 $ | +30,5 % | 105.236.016 $ | +1.841.286 $ | +1,8 % | 103.394.730 $ | -4.176.240 $ | -3,9 % | |||
| IFG Advisory, LLC | 136.397.682 $ | +135.586.932 $ | +16.723,6 % | 810.750 $ | -120.733.299 $ | -99,3 % | 121.544.049 $ | +181.825 $ | +0,1 % | |||
| WCG Wealth Advisors LLC | 135.540.657 $ | +9.891.306 $ | +7,9 % | 125.649.351 $ | -10.104.079 $ | -7,4 % | 135.753.430 $ | +77.061.276 $ | +131,3 % | |||
| National Pension Service | 135.451.112 $ | +12.155.515 $ | +9,9 % | 123.295.597 $ | -939.289 $ | -0,8 % | 124.234.886 $ | +2.790.243 $ | +2,3 % | |||
| Adams Asset Advisors, LLC | 135.096.632 $ | +48.557.254 $ | +56,1 % | 86.539.378 $ | +26.186.084 $ | +43,4 % | 60.353.294 $ | |||||
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 71.102.566 $ | -63.782.635 $ | -47,3 % | 134.885.201 $ | +4.892.611 $ | +3,8 % | 129.992.590 $ | +4.677.483 $ | +3,7 % | |||
| Atlantic Union Bankshares Corp | 132.360.219 $ | +15.878.443 $ | +13,6 % | 116.481.776 $ | +17.265.312 $ | +17,4 % | 99.216.464 $ | +5.894.374 $ | +6,3 % | |||
| Cornerstone Management, Inc. | 132.198.285 $ | +9.053.052 $ | +7,4 % | 123.145.233 $ | +11.021.404 $ | +9,8 % | 112.123.829 $ | +6.965.678 $ | +6,6 % | 105.158.151 $ | +2.313.956 $ | +2,2 % |
| LVZ, Inc. | 123.462.422 $ | -6.792.191 $ | -5,2 % | 130.254.613 $ | +14.408.339 $ | +12,4 % | 115.846.274 $ | -2.842.005 $ | -2,4 % | 118.688.279 $ | +592.677 $ | +0,5 % |
| Dynamic Advisor Solutions LLC | 128.511.220 $ | -1.097.658 $ | -0,8 % | 129.608.878 $ | +16.485.482 $ | +14,6 % | 113.123.396 $ | +5.009.605 $ | +4,6 % | 108.113.791 $ | -435.775 $ | -0,4 % |
| SigFig Wealth Management, LLC | 127.277.465 $ | -1.040.566 $ | -0,8 % | 128.318.031 $ | +12.171.567 $ | +10,5 % | 116.146.464 $ | +5.629.294 $ | +5,1 % | 110.517.170 $ | -2.263.291 $ | -2,0 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 127.400.000 $ | +19.208.000 $ | +17,8 % | 108.192.000 $ | +2.260.000 $ | +2,1 % | 105.932.000 $ | +13.792.000 $ | +15,0 % | |||
| LEVEL FOUR ADVISORY SERVICES, LLC | 127.210.103 $ | +19.776.205 $ | +18,4 % | 107.433.898 $ | +3.256.974 $ | +3,1 % | 104.176.924 $ | +15.282.477 $ | +17,2 % | |||
| Glenview Trust Co | 126.857.796 $ | +2.002.196 $ | +1,6 % | 124.855.600 $ | +14.256.861 $ | +12,9 % | 110.598.739 $ | -1.994.113 $ | -1,8 % | |||
| DAVENPORT & Co LLC | 126.659.990 $ | +7.039.947 $ | +5,9 % | 119.620.043 $ | +19.239.689 $ | +19,2 % | 100.380.354 $ | +7.199.125 $ | +7,7 % | 93.181.229 $ | +9.262.547 $ | +11,0 % |
| MCF Advisors LLC | 126.307.604 $ | +29.365.389 $ | +30,3 % | 96.942.215 $ | +14.878.128 $ | +18,1 % | 82.064.087 $ | +1.332.223 $ | +1,7 % | |||
| LINCOLN NATIONAL CORP | 126.000.965 $ | +11.832.840 $ | +10,4 % | 114.168.125 $ | +42.301.005 $ | +58,9 % | 71.867.120 $ | -41.157.071 $ | -36,4 % | |||
| AlTi Global, Inc. | 125.747.154 $ | -91.203 $ | -0,1 % | 125.838.357 $ | +15.409.098 $ | +14,0 % | 110.429.259 $ | -1.361.622 $ | -1,2 % | |||
| RFG Advisory, LLC | 101.881.296 $ | -23.764.069 $ | -18,9 % | 125.645.365 $ | +19.564.013 $ | +18,4 % | 106.081.352 $ | +2.657.171 $ | +2,6 % | |||
| Elo Mutual Pension Insurance Co | 63.024.672 $ | +60.806.622 $ | +2.741,4 % | 2.218.050 $ | -123.288.412 $ | -98,2 % | 125.506.462 $ | +2.427.230 $ | +2,0 % | |||
| AQR CAPITAL MANAGEMENT LLC | 124.520.272 $ | +56.581.189 $ | +83,3 % | 67.939.083 $ | +18.715.836 $ | +38,0 % | 49.223.247 $ | +6.338.322 $ | +14,8 % | |||
| Focus Advisor Solutions, LLC | 123.375.171 $ | +12.068.375 $ | +10,8 % | 111.306.796 $ | +25.463.871 $ | +29,7 % | 85.842.925 $ | -28.571.190 $ | -25,0 % | |||
| Ausdal Financial Partners, Inc. | 123.148.947 $ | +14.211.856 $ | +13,0 % | 108.937.091 $ | +5.944.419 $ | +5,8 % | 102.992.672 $ | +7.957.947 $ | +8,4 % | |||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 122.798.729 $ | +25.066.151 $ | +25,6 % | 97.732.578 $ | +82.225.141 $ | +530,2 % | 15.507.437 $ | -5.472.568 $ | -26,1 % | |||
| Financial Security Advisor, Inc. | 51.460.083 $ | +3.600.516 $ | +7,5 % | 47.859.567 $ | -74.313.237 $ | -60,8 % | 122.172.804 $ | -1.134.164 $ | -0,9 % | |||
| PLANNING ALTERNATIVES LTD /ADV | 121.809.653 $ | +37.942.867 $ | +45,2 % | 83.866.786 $ | +11.185.481 $ | +15,4 % | 72.681.305 $ | -297.686 $ | -0,4 % | |||
| CreativeOne Wealth, LLC | 121.697.753 $ | +17.511.797 $ | +16,8 % | 104.185.956 $ | +5.839.405 $ | +5,9 % | 98.346.551 $ | +8.347.123 $ | +9,3 % | |||
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4.016.169 $ | +986.619 $ | +32,6 % | 3.029.550 $ | -118.074.107 $ | -97,5 % | 121.103.657 $ | -44.424.602 $ | -26,8 % | |||
| INTEGRITY ALLIANCE, LLC. | 121.077.037 $ | +15.353.663 $ | +14,5 % | 105.723.374 $ | -1.835.694 $ | -1,7 % | 107.559.068 $ | +28.469.497 $ | +36,0 % | |||
| BELLEVUE ASSET MANAGEMENT, LLC | 28.311.511 $ | +2.897.285 $ | +11,4 % | 25.414.226 $ | -95.562.687 $ | -79,0 % | 120.976.913 $ | +92.880.726 $ | +330,6 % | |||
| Ancora Advisors LLC | 112.117.599 $ | -7.796.070 $ | -6,5 % | 119.913.669 $ | -19.074 $ | -0,0 % | 119.932.743 $ | +17.004.935 $ | +16,5 % | |||
| Passaic Partners LLC | 109.645.864 $ | +31.323.589 $ | +40,0 % | 78.322.275 $ | -40.969.429 $ | -34,3 % | 119.291.704 $ | +43.193.656 $ | +56,8 % | |||
| BROWN BROTHERS HARRIMAN & CO | 117.126.300 $ | +70.819.607 $ | +152,9 % | 46.306.693 $ | +28.902.143 $ | +166,1 % | 17.404.550 $ | +3.526.736 $ | +25,4 % | |||
| NATIXIS ADVISORS, LLC | 116.486.000 $ | +50.962.000 $ | +77,8 % | 65.524.000 $ | +23.437.000 $ | +55,7 % | 42.087.000 $ | +18.266.000 $ | +76,7 % | |||
| SIGNATUREFD, LLC | 116.076.858 $ | +3.334.735 $ | +3,0 % | 112.742.123 $ | +29.861.396 $ | +36,0 % | 82.880.727 $ | -958.934 $ | -1,1 % | |||
| N.E.W. Advisory Services LLC | 115.967.367 $ | +12.215.778 $ | +11,8 % | 103.751.589 $ | -8.174.336 $ | -7,3 % | 111.925.925 $ | +31.178.292 $ | +38,6 % | |||
| CARY STREET PARTNERS FINANCIAL LLC | 111.458.139 $ | -4.333.327 $ | -3,7 % | 115.791.466 $ | +1.067.609 $ | +0,9 % | 114.723.857 $ | -9.278.754 $ | -7,5 % | |||
| HighPoint Advisor Group LLC | 115.452.100 $ | +8.417.944 $ | +7,9 % | 107.034.156 $ | +2.194.552 $ | +2,1 % | 104.839.604 $ | |||||
| JSF Financial, LLC | 115.034.909 $ | +1.214.207 $ | +1,1 % | 113.820.702 $ | +29.007.548 $ | +34,2 % | 84.813.154 $ | +14.373.696 $ | +20,4 % | 70.439.458 $ | +22.373.341 $ | +46,5 % |
| Modera Wealth Management, LLC | 114.608.361 $ | +16.683.316 $ | +17,0 % | 97.925.045 $ | +926.580 $ | +1,0 % | 96.998.465 $ | -2.987.658 $ | -3,0 % | |||
| RVW Wealth, LLC | 112.145.791 $ | -2.087.158 $ | -1,8 % | 114.232.949 $ | +21.354.782 $ | +23,0 % | 92.878.167 $ | +5.241.229 $ | +6,0 % | 87.636.938 $ | +905.980 $ | +1,0 % |
| Clearstead Advisors, LLC | 114.032.688 $ | +6.181.803 $ | +5,7 % | 107.850.885 $ | +10.650.077 $ | +11,0 % | 97.200.808 $ | -7.074.677 $ | -6,8 % | |||
| Destination Wealth Management | 113.524.071 $ | +14.722.836 $ | +14,9 % | 98.801.235 $ | +11.833.740 $ | +13,6 % | 86.967.495 $ | +1.469.626 $ | +1,7 % | |||
| Composition Wealth, LLC | 68.505.845 $ | +1.262.904 $ | +1,9 % | 67.242.941 $ | -45.928.050 $ | -40,6 % | 113.170.991 $ | +5.340.837 $ | +5,0 % | |||
| Retirement Investment Advisors, Inc. | 112.913.282 $ | +4.340.734 $ | +4,0 % | 108.572.548 $ | +15.503.164 $ | +16,7 % | 93.069.384 $ | +125.231 $ | +0,1 % | 92.944.153 $ | +2.407.252 $ | +2,7 % |
| FAS Wealth Partners, Inc. | 112.049.041 $ | +9.164.948 $ | +8,9 % | 102.884.093 $ | -2.179.600 $ | -2,1 % | 105.063.693 $ | +2.097.302 $ | +2,0 % | |||
| Heck Capital Advisors, LLC | 111.762.268 $ | +12.060.705 $ | +12,1 % | 99.701.563 $ | +35.077.145 $ | +54,3 % | 64.624.418 $ | -10.968.378 $ | -14,5 % | 75.592.796 $ | +12.454.977 $ | +19,7 % |
| DV EQUITIES, LLC | 111.656.474 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 111.348.782 $ | +58.042.629 $ | +108,9 % | 53.306.153 $ | +4.723.364 $ | +9,7 % | 48.582.789 $ | -891.863 $ | -1,8 % | |||
| J. Safra Sarasin Holding AG | 111.152.962 $ | +357.946 $ | +0,3 % | 110.795.016 $ | +6.768.234 $ | +6,5 % | 104.026.782 $ | +5.759.376 $ | +5,9 % | |||
| Parkside Investments, LLC | 107.533.879 $ | -3.275.012 $ | -3,0 % | 110.808.891 $ | +19.181.118 $ | +20,9 % | 91.627.773 $ | +14.465.961 $ | +18,7 % | 77.161.812 $ | +3.043.892 $ | +4,1 % |
| Acropolis Investment Management, LLC | 110.156.761 $ | +9.726.047 $ | +9,7 % | 100.430.714 $ | +15.954.026 $ | +18,9 % | 84.476.688 $ | +1.598.123 $ | +1,9 % | 82.878.565 $ | +11.257.011 $ | +15,7 % |
| Bridgewater Associates, LP | 110.034.384 $ | +16.364.040 $ | +17,5 % | 93.670.344 $ | +8.191.577 $ | +9,6 % | 85.478.767 $ | +8.945.581 $ | +11,7 % | |||
| AdvisorNet Financial, Inc | 109.240.405 $ | +1.433.161 $ | +1,3 % | 107.807.244 $ | +4.447.920 $ | +4,3 % | 103.359.324 $ | -881.993 $ | -0,8 % | 104.241.317 $ | +5.395.169 $ | +5,5 % |
| HUB Investment Partners, LLC | 107.813.010 $ | -1.190.354 $ | -1,1 % | 109.003.364 $ | +35.996.171 $ | +49,3 % | 73.007.193 $ | -9.272.332 $ | -11,3 % | |||
| VestGen Advisors, LLC | 108.989.476 $ | +1.272.037 $ | +1,2 % | 107.717.439 $ | +5.266.579 $ | +5,1 % | 102.450.860 $ | -20.128.919 $ | -16,4 % | |||
| Perigon Wealth Management, LLC | 106.439.956 $ | -1.746.294 $ | -1,6 % | 108.186.250 $ | +16.030.671 $ | +17,4 % | 92.155.579 $ | |||||
| Alpine Bank Wealth Management | 75.627.704 $ | -3.823.293 $ | -4,8 % | 79.450.997 $ | -9.308.059 $ | -10,5 % | 88.759.056 $ | -18.388.521 $ | -17,2 % | 107.147.577 $ | -2.539.568 $ | -2,3 % |
| Hilton Capital Management, LLC | 106.969.818 $ | +24.466.728 $ | +29,7 % | 82.503.090 $ | +9.547.138 $ | +13,1 % | 72.955.952 $ | -27.554.167 $ | -27,4 % | |||
| First Heartland Consultants, Inc. | 106.451.468 $ | +1.049.900 $ | +1,0 % | 105.401.568 $ | +24.819.149 $ | +30,8 % | 80.582.419 $ | +1.671.906 $ | +2,1 % | 78.910.513 $ | +3.085.417 $ | +4,1 % |
| Hobart Private Capital, LLC | 93.294.448 $ | -10.199.549 $ | -9,9 % | 103.493.997 $ | -2.218.639 $ | -2,1 % | 105.712.636 $ | +8.503.513 $ | +8,7 % | 97.209.123 $ | +6.329.832 $ | +7,0 % |
| Alaska Permanent Capital Management, LLC | 104.473.139 $ | +9.562.947 $ | +10,1 % | 94.910.192 $ | +18.357.722 $ | +24,0 % | 76.552.470 $ | -1.336.662 $ | -1,7 % | |||
| Bridgewater Advisors Inc. | 103.902.658 $ | +6.709.275 $ | +6,9 % | 97.193.383 $ | +2.200.746 $ | +2,3 % | 94.992.637 $ | +3.210.008 $ | +3,5 % | |||
| Redwood Investment Management, LLC | 103.871.000 $ | +29.709.000 $ | +40,1 % | 74.162.000 $ | -3.115.000 $ | -4,0 % | 77.277.000 $ | -825.000 $ | -1,1 % | |||
| Vise Technologies, Inc. | 103.839.636 $ | +57.255.975 $ | +122,9 % | 46.583.661 $ | +0 $ | +0,0 % | 46.583.661 $ | +22.555.428 $ | +93,9 % | |||
| Mutual Advisors, LLC | 103.721.258 $ | +11.990.086 $ | +13,1 % | 91.731.172 $ | -505.134 $ | -0,5 % | 92.236.306 $ | +5.248.928 $ | +6,0 % | |||
| Nearwater Capital Markets, Ltd | 103.566.568 $ | |||||||||||
| Avidian Wealth Enterprises, LLC | 103.449.527 $ | +4.882.744 $ | +5,0 % | 98.566.783 $ | +12.552.338 $ | +14,6 % | 86.014.445 $ | +12.536.087 $ | +17,1 % | 73.478.358 $ | +8.769.165 $ | +13,6 % |
| Savvy Advisors, Inc. | 102.838.590 $ | +33.409.052 $ | +48,1 % | 69.429.538 $ | +14.329.098 $ | +26,0 % | 55.100.440 $ | +26.187.825 $ | +90,6 % | |||
| Chicago Partners Investment Group LLC | 102.742.164 $ | +5.143.135 $ | +5,3 % | 97.599.029 $ | +4.698.818 $ | +5,1 % | 92.900.211 $ | +6.497.123 $ | +7,5 % | |||
| Vontobel Holding Ltd. | 100.040.026 $ | -2.473.628 $ | -2,4 % | 102.513.654 $ | +76.811.647 $ | +298,9 % | 25.702.007 $ | +1.451.334 $ | +6,0 % | 24.250.673 $ | +21.365.097 $ | +740,4 % |
| MIDLAND WEALTH ADVISORS, LLC | 101.905.313 $ | +13.402.597 $ | +15,1 % | 88.502.716 $ | +20.775.416 $ | +30,7 % | 67.727.300 $ | +3.076.427 $ | +4,8 % | |||
| VICTORY CAPITAL MANAGEMENT INC | 78.816.047 $ | +26.825.234 $ | +51,6 % | 51.990.813 $ | -49.167.826 $ | -48,6 % | 101.158.639 $ | +40.462.140 $ | +66,7 % | |||
| Hamilton Capital, LLC | 100.624.755 $ | +2.481.941 $ | +2,5 % | 98.142.814 $ | +5.123.883 $ | +5,5 % | 93.018.931 $ | +4.863.895 $ | +5,5 % | 88.155.036 $ | ||
| Private Wealth Asset Management, LLC | 100.488.662 $ | +14.454.095 $ | +16,8 % | 86.034.567 $ | ||||||||
| VOYA INVESTMENT MANAGEMENT LLC | 97.145.371 $ | +6.682.173 $ | +7,4 % | 90.463.198 $ | -9.513.854 $ | -9,5 % | 99.977.052 $ | +3.796.774 $ | +3,9 % | |||
| Koshinski Asset Management, Inc. | 99.761.641 $ | +15.470.481 $ | +18,4 % | 84.291.160 $ | +3.603.669 $ | +4,5 % | 80.687.491 $ | +5.904.406 $ | +7,9 % | |||
| CKW FINANCIAL GROUP | 99.056.000 $ | +12.444.000 $ | +14,4 % | 86.612.000 $ | +3.453.000 $ | +4,2 % | 83.159.000 $ | +1.064.000 $ | +1,3 % | |||
| Allspring Global Investments Holdings, LLC | 98.223.204 $ | +16.571.170 $ | +20,3 % | 81.652.034 $ | -5.479.574 $ | -6,3 % | 87.131.608 $ | +10.564.331 $ | +13,8 % | |||
| COMMERCE BANK | 98.048.894 $ | +18.816.255 $ | +23,7 % | 79.232.639 $ | +13.081.327 $ | +19,8 % | 66.151.312 $ | +3.346.973 $ | +5,3 % | |||
| Wharton Business Group, LLC | 97.693.338 $ | +10.332.663 $ | +11,8 % | 87.360.675 $ | +1.991.533 $ | +2,3 % | 85.369.142 $ | +539.238 $ | +0,6 % | |||
| Capital Investment Advisory Services, LLC | 97.471.807 $ | +17.946.196 $ | +22,6 % | 79.525.611 $ | +583.096 $ | +0,7 % | 78.942.515 $ | +5.899.438 $ | +8,1 % | |||
| WHITTIER TRUST CO | 96.423.375 $ | +21.467.022 $ | +28,6 % | 74.956.353 $ | +10.298.857 $ | +15,9 % | 64.657.496 $ | +5.109.064 $ | +8,6 % | |||
| Fund Evaluation Group, LLC | 96.367.167 $ | +38.656.831 $ | +67,0 % | 57.710.336 $ | +1.331.517 $ | +2,4 % | 56.378.819 $ | -3.056.434 $ | -5,1 % | |||
| Heritage Wealth Advisors | 96.149.914 $ | +26.104.364 $ | +37,3 % | 70.045.550 $ | +9.729.741 $ | +16,1 % | 60.315.809 $ | +2.359.128 $ | +4,1 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 95.789.666 $ | +11.116.858 $ | +13,1 % | 84.672.808 $ | +149.108 $ | +0,2 % | 84.523.700 $ | +8.020.530 $ | +10,5 % | |||
| Perennial Investment Advisors, LLC | 95.696.146 $ | +14.021.864 $ | +17,2 % | 81.674.282 $ | +6.374.789 $ | +8,5 % | 75.299.493 $ | +6.518.558 $ | +9,5 % | |||
| WADDELL & ASSOCIATES, LLC | 89.190.825 $ | -6.465.369 $ | -6,8 % | 95.656.194 $ | ||||||||
| WHITTIER TRUST CO OF NEVADA INC | 95.206.598 $ | +12.189.328 $ | +14,7 % | 83.017.270 $ | +3.727.337 $ | +4,7 % | 79.289.933 $ | +3.796.775 $ | +5,0 % | |||
| Ashton Thomas Private Wealth, LLC | 95.164.376 $ | +14.727.312 $ | +18,3 % | 80.437.064 $ | +6.953.997 $ | +9,5 % | 73.483.067 $ | +4.736.812 $ | +6,9 % | |||
| Kovack Advisors, Inc. | 86.162.649 $ | +15.881.443 $ | +22,6 % | 70.281.206 $ | -24.439.453 $ | -25,8 % | 94.720.659 $ | +37.256.468 $ | +64,8 % | |||
| Horizon Advisory Services, Inc. | 94.462.435 $ | +28.693.738 $ | +43,6 % | 65.768.697 $ | -1.323.247 $ | -2,0 % | 67.091.944 $ | +823.699 $ | +1,2 % | |||
| REGIONS FINANCIAL CORP | 94.325.106 $ | +20.259.344 $ | +27,4 % | 74.065.762 $ | +5.124.431 $ | +7,4 % | 68.941.331 $ | -2.151.382 $ | -3,0 % | |||
| Traynor Capital Management, Inc. | 94.260.641 $ | +17.930.360 $ | +23,5 % | 76.330.281 $ | +3.241.868 $ | +4,4 % | 73.088.413 $ | +10.395.643 $ | +16,6 % | |||
| Per Stirling Capital Management, LLC. | 93.807.545 $ | +10.858.209 $ | +13,1 % | 82.949.336 $ | -3.630.798 $ | -4,2 % | 86.580.134 $ | +5.566.788 $ | +6,9 % | |||
| Wedmont Private Capital | 93.805.452 $ | +8.155.761 $ | +9,5 % | 85.649.691 $ | +11.370.057 $ | +15,3 % | 74.279.634 $ | +6.169.865 $ | +9,1 % | 68.109.769 $ | +4.407.860 $ | +6,9 % |
| Howard Capital Management, LLC | 620.114 $ | -93.028.634 $ | -99,3 % | 93.648.748 $ | +14.084.078 $ | +17,7 % | 79.564.670 $ | +35.998.859 $ | +82,6 % | 43.565.811 $ | +16.423.117 $ | +60,5 % |
| Rock Creek Group LLC | 93.214.106 $ | +345.005 $ | +0,4 % | 92.869.101 $ | +4.109.526 $ | +4,6 % | 88.759.575 $ | +2.568.389 $ | +3,0 % | |||
| Trilogy Capital Inc. | 93.021.434 $ | +29.966.873 $ | +47,5 % | 63.054.561 $ | +11.303.979 $ | +21,8 % | 51.750.582 $ | +26.136 $ | +0,1 % | 51.724.446 $ | +13.112.946 $ | +34,0 % |
| Stratos Wealth Advisors, LLC | 92.996.298 $ | +7.023.919 $ | +8,2 % | 85.972.379 $ | +9.497.512 $ | +12,4 % | 76.474.867 $ | -4.519.400 $ | -5,6 % | |||
| GREENWOOD GEARHART LLC | 92.916.781 $ | +4.879.117 $ | +5,5 % | 88.037.664 $ | +7.711.671 $ | +9,6 % | 80.325.993 $ | +9.564.289 $ | +13,5 % | |||
| Spire Wealth Management | 92.784.467 $ | +9.797.050 $ | +11,8 % | 82.987.417 $ | +1.349.447 $ | +1,7 % | 81.637.970 $ | -39.953.732 $ | -32,9 % | |||
| KINGSWOOD WEALTH ADVISORS, LLC | 89.620.397 $ | +9.786.932 $ | +12,3 % | 79.833.465 $ | -12.613.802 $ | -13,6 % | 92.447.267 $ | +33.044.730 $ | +55,6 % | |||
| PEAPACK GLADSTONE FINANCIAL CORP | 92.386.000 $ | +22.937.000 $ | +33,0 % | 69.449.000 $ | +8.634.000 $ | +14,2 % | 60.815.000 $ | +5.843.000 $ | +10,6 % | |||
| Financial Management Professionals, Inc. | 89.534.550 $ | -2.349.814 $ | -2,6 % | 91.884.364 $ | +2.598.852 $ | +2,9 % | 89.285.512 $ | +9.453.673 $ | +11,8 % | |||
| KWB Wealth | 52.098.609 $ | -39.479.847 $ | -43,1 % | 91.578.456 $ | +6.258.059 $ | +7,3 % | 85.320.397 $ | -2.341.299 $ | -2,7 % | 87.661.696 $ | -342.512 $ | -0,4 % |
| National Philanthropic Trust | 91.533.066 $ | +7.829.378 $ | +9,4 % | 83.703.688 $ | +6.400.438 $ | +8,3 % | 77.303.250 $ | +23.165.468 $ | +42,8 % | |||
| PSI Advisors, LLC | 90.892.405 $ | -549.928 $ | -0,6 % | 91.442.333 $ | +9.253.534 $ | +11,3 % | 82.188.799 $ | +3.258.079 $ | +4,1 % | |||
| PINNACLE ASSOCIATES LTD | 90.922.036 $ | +628.496 $ | +0,7 % | 90.293.540 $ | +9.572.246 $ | +11,9 % | 80.721.294 $ | +3.596.948 $ | +4,7 % | 77.124.346 $ | +3.754.918 $ | +5,1 % |
| Focus Financial Network, Inc. | 84.382.603 $ | -6.450.654 $ | -7,1 % | 90.833.257 $ | +14.291.293 $ | +18,7 % | 76.541.964 $ | -2.732.344 $ | -3,4 % | 79.274.308 $ | +567.650 $ | +0,7 % |
| Fusion Family Wealth, LLC | 90.639.349 $ | +12.703.023 $ | +16,3 % | 77.936.326 $ | +397.090 $ | +0,5 % | 77.539.236 $ | +1.744.729 $ | +2,3 % | |||
| ASPIRIANT, LLC | 87.551.211 $ | -954.432 $ | -1,1 % | 88.505.643 $ | +13.708.987 $ | +18,3 % | 74.796.656 $ | +4.021.554 $ | +5,7 % | 70.775.102 $ | +3.540.950 $ | +5,3 % |
| NorthCoast Asset Management LLC | 88.491.344 $ | +50.058.894 $ | +130,3 % | 38.432.450 $ | -45.700.009 $ | -54,3 % | 84.132.459 $ | -112.869.745 $ | -57,3 % | |||
| Enstar Group LTD | 86.924.132 $ | -307.805 $ | -0,4 % | 87.231.937 $ | -861.854 $ | -1,0 % | 88.093.791 $ | +215.463 $ | +0,2 % | |||
| HSBC HOLDINGS PLC | 72.450.351 $ | +20.004.650 $ | +38,1 % | 52.445.701 $ | -35.001.933 $ | -40,0 % | 87.447.634 $ | +50.780.363 $ | +138,5 % | |||
| Cooper Financial Group | 83.707.413 $ | -3.405.761 $ | -3,9 % | 87.113.174 $ | +11.930.866 $ | +15,9 % | 75.182.308 $ | -5.037.198 $ | -6,3 % | 80.219.506 $ | +7.293.512 $ | +10,0 % |
| First Financial Bank - Trust Division | 87.065.296 $ | +2.322.730 $ | +2,7 % | 84.742.566 $ | +12.560.865 $ | +17,4 % | 72.181.701 $ | +5.563.897 $ | +8,4 % | 66.617.804 $ | +3.543.844 $ | +5,6 % |
| Austin Private Wealth, LLC | 86.614.302 $ | +12.314.074 $ | +16,6 % | |||||||||
| StoneX Group Inc. | 67.211.185 $ | +8.365.601 $ | +14,2 % | 58.845.584 $ | -27.728.428 $ | -32,0 % | 86.574.012 $ | -7.039.113 $ | -7,5 % | |||
| COZAD ASSET MANAGEMENT INC | 77.946.821 $ | -8.416.410 $ | -9,7 % | 86.363.231 $ | +1.563.720 $ | +1,8 % | 84.799.511 $ | +4.121.609 $ | +5,1 % | |||
| NISA INVESTMENT ADVISORS, LLC | 84.381.484 $ | -1.746.684 $ | -2,0 % | 86.128.168 $ | +13.609.581 $ | +18,8 % | 72.518.587 $ | +2.630.424 $ | +3,8 % | 69.888.163 $ | +1.351.600 $ | +2,0 % |
| Mesirow Financial Investment Management, Inc. | 86.039.375 $ | +13.988.239 $ | +19,4 % | 72.051.136 $ | +25.107.281 $ | +53,5 % | 46.943.855 $ | -17.658.621 $ | -27,3 % | |||
| Invst, LLC | 85.596.771 $ | +12.161.684 $ | +16,6 % | 73.435.087 $ | -1.383.337 $ | -1,8 % | 74.818.424 $ | +6.706.289 $ | +9,8 % | |||
| Vident Advisory, LLC | 7.596.823 $ | -77.441.390 $ | -91,1 % | 85.038.213 $ | +46.511.342 $ | +120,7 % | 38.526.871 $ | +34.178.840 $ | +786,1 % | |||
| SILVER OAK SECURITIES, INCORPORATED | 84.848.735 $ | +17.019.976 $ | +25,1 % | 67.828.759 $ | -10.127.982 $ | -13,0 % | 77.956.741 $ | +3.919.193 $ | +5,3 % | |||
| First Command Advisory Services, Inc. | 84.698.060 $ | +18.336.473 $ | +27,6 % | 66.361.587 $ | +33.536.436 $ | +102,2 % | 32.825.151 $ | +4.526.112 $ | +16,0 % | |||
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 84.496.800 $ | +13.351.800 $ | +18,8 % | 71.145.000 $ | +4.395.540 $ | +6,6 % | 66.749.460 $ | +170.260 $ | +0,3 % | |||
| Legacy Wealth Management, LLC | 1.774.248 $ | -82.558.857 $ | -97,9 % | 84.333.105 $ | +1.802.491 $ | +2,2 % | 82.530.614 $ | +3.988.534 $ | +5,1 % | |||
| WealthPlan Investment Management, LLC | 83.245.250 $ | -689.111 $ | -0,8 % | 83.934.361 $ | +6.395.275 $ | +8,2 % | 77.539.086 $ | -5.939.063 $ | -7,1 % | 83.478.149 $ | +2.320.920 $ | +2,9 % |
| Avantax Planning Partners, Inc. | 83.849.364 $ | +2.839.677 $ | +3,5 % | 81.009.687 $ | +10.369 $ | +0,0 % | 80.999.318 $ | -2.382.082 $ | -2,9 % | |||
| TRUSTMARK BANK TRUST DEPARTMENT | 77.958.179 $ | -5.852.276 $ | -7,0 % | 83.810.455 $ | +26.537.918 $ | +46,3 % | 57.272.537 $ | +5.130.475 $ | +9,8 % | |||
| FIRST TRUST ADVISORS LP | 83.704.388 $ | +25.268.008 $ | +43,2 % | 58.436.380 $ | +5.473.565 $ | +10,3 % | 52.962.815 $ | -612.325 $ | -1,1 % | |||
| Brio Consultants, LLC | 83.311.875 $ | +3.399.352 $ | +4,3 % | 79.912.523 $ | +10.712.202 $ | +15,5 % | 69.200.321 $ | +15.768.114 $ | +29,5 % | |||
| Triad Wealth Partners, LLC | 72.873.746 $ | -8.121.196 $ | -10,0 % | 80.994.942 $ | -1.707.910 $ | -2,1 % | 82.702.852 $ | +21.952.724 $ | +36,1 % | |||
| CONNABLE OFFICE INC | 82.461.918 $ | +10.085.761 $ | +13,9 % | 72.376.157 $ | +14.662.678 $ | +25,4 % | 57.713.479 $ | -254.262 $ | -0,4 % | |||
| EverSource Wealth Advisors, LLC | 82.301.596 $ | +8.637.962 $ | +11,7 % | 73.663.634 $ | +4.363.660 $ | +6,3 % | 69.299.974 $ | +9.082.582 $ | +15,1 % | |||
| Golden State Wealth Management, LLC | 82.296.597 $ | +2.854.863 $ | +3,6 % | 79.441.734 $ | -600.420 $ | -0,8 % | 80.042.154 $ | +3.706.642 $ | +4,9 % | |||
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 82.236.199 $ | +80.915.147 $ | +6.125,1 % | 1.321.052 $ | +26.669 $ | +2,1 % | 1.294.383 $ | -133.970.586 $ | -99,0 % | |||
| Myriad Asset Management Advisors LLC | 82.155.000 $ | +2.570.000 $ | +3,2 % | 79.585.000 $ | +45.152.563 $ | +131,1 % | 34.432.437 $ | |||||
| Tradition Wealth Management, LLC | 77.115.356 $ | +1.547.965 $ | +2,0 % | 75.567.391 $ | -6.417.377 $ | -7,8 % | 81.984.768 $ | -2.281.574 $ | -2,7 % | |||
| Clear Creek Financial Management, LLC | 81.146.629 $ | +7.765.543 $ | +10,6 % | 73.381.086 $ | +5.994.994 $ | +8,9 % | 67.386.092 $ | +4.734.873 $ | +7,6 % | |||
| AFFINITY WEALTH MANAGEMENT LLC | 80.791.962 $ | +9.080.717 $ | +12,7 % | 71.711.245 $ | -1.247.694 $ | -1,7 % | 72.958.939 $ | +2.384.683 $ | +3,4 % | |||
| CPC Advisors, LLC | 80.442.010 $ | +2.664.883 $ | +3,4 % | 77.777.127 $ | +9.329.282 $ | +13,6 % | 68.447.845 $ | +8.284.860 $ | +13,8 % | 60.162.985 $ | +949.452 $ | +1,6 % |
| Gerber Kawasaki Wealth & Investment Management | 80.405.574 $ | +9.353.618 $ | +13,2 % | 71.051.956 $ | +2.164.840 $ | +3,1 % | 68.887.116 $ | +3.839.919 $ | +5,9 % | |||
| NATIONAL BANK OF CANADA /FI/ | 80.377.471 $ | +22.241.199 $ | +38,3 % | 58.136.272 $ | +26.735.141 $ | +85,1 % | 31.401.131 $ | -16.691.173 $ | -34,7 % | |||
| NOTTINGHAM ADVISORS, INC. | 80.264.564 $ | +1.792.277 $ | +2,3 % | 78.472.287 $ | +11.238.739 $ | +16,7 % | 67.233.548 $ | -1.379.253 $ | -2,0 % | |||
| Parcion Private Wealth LLC | 80.106.965 $ | +11.302.469 $ | +16,4 % | 68.804.496 $ | -1.934.092 $ | -2,7 % | 70.738.588 $ | +506.865 $ | +0,7 % | |||
| Venture Visionary Partners LLC | 79.973.049 $ | +3.669.739 $ | +4,8 % | 76.303.310 $ | +30.592.873 $ | +66,9 % | 45.710.437 $ | +3.225.349 $ | +7,6 % | 42.485.088 $ | +3.741.048 $ | +9,7 % |
| Quent Capital, LLC | 79.104.716 $ | +14.252.121 $ | +22,0 % | 64.852.595 $ | +2.988.800 $ | +4,8 % | 61.863.795 $ | +3.463.464 $ | +5,9 % | |||
| Strategic Blueprint, LLC | 74.859.342 $ | -2.761.622 $ | -3,6 % | 77.620.964 $ | +3.485.281 $ | +4,7 % | 74.135.683 $ | -4.925.184 $ | -6,2 % | 79.060.867 $ | -15.011.138 $ | -16,0 % |
| KINTRA WEALTH, LLC | 78.896.148 $ | +18.606.812 $ | +30,9 % | 60.289.336 $ | +2.116.410 $ | +3,6 % | 58.172.926 $ | +43.186.305 $ | +288,2 % | |||
| Beacon Financial Advisory LLC | 78.782.845 $ | +1.974.636 $ | +2,6 % | 76.808.209 $ | +7.060.425 $ | +10,1 % | 69.747.784 $ | +432.029 $ | +0,6 % | 69.315.755 $ | +1.369.329 $ | +2,0 % |
| Family Investment Center, Inc. | 77.847.767 $ | -934.977 $ | -1,2 % | 78.782.744 $ | +10.138.215 $ | +14,8 % | 68.644.529 $ | +1.199.535 $ | +1,8 % | 67.444.994 $ | +511.752 $ | +0,8 % |
| Next Level Private LLC | 74.190.477 $ | -4.448.650 $ | -5,7 % | 78.639.127 $ | +16.194.891 $ | +25,9 % | 62.444.236 $ | +12.422.753 $ | +24,8 % | 50.021.483 $ | +933.271 $ | +1,9 % |
| Souders Financial Advisors | 77.878.292 $ | +13.183.288 $ | +20,4 % | 64.695.004 $ | -636.916 $ | -1,0 % | 65.331.920 $ | +1.942.910 $ | +3,1 % | |||
| Cornerstone Wealth Management, LLC | 77.732.983 $ | +8.650.676 $ | +12,5 % | 69.082.307 $ | +2.782.967 $ | +4,2 % | 66.299.340 $ | -9.470.405 $ | -12,5 % | |||
| Meridian Wealth Management, LLC | 77.518.471 $ | +12.173.951 $ | +18,6 % | 65.344.520 $ | +8.933.121 $ | +15,8 % | 56.411.399 $ | +363.461 $ | +0,6 % | |||
| Texas Capital Bank Wealth Management Services Inc | 77.148.073 $ | +17.673.954 $ | +29,7 % | 59.474.119 $ | +20.327.760 $ | +51,9 % | 39.146.359 $ | +22.859.436 $ | +140,4 % | |||
| RITHOLTZ WEALTH MANAGEMENT | 76.937.882 $ | +12.247.232 $ | +18,9 % | 64.690.650 $ | +3.022.358 $ | +4,9 % | 61.668.292 $ | +3.300.348 $ | +5,7 % | |||
| DRW Securities, LLC | 76.362.541 $ | +76.085.773 $ | +27.490,8 % | 276.768 $ | -16.036.076 $ | -98,3 % | ||||||
| CENTAURUS FINANCIAL, INC. | 76.236.000 $ | +8.524.000 $ | +12,6 % | 67.712.000 $ | +2.838.000 $ | +4,4 % | 64.874.000 $ | +3.080.000 $ | +5,0 % | |||
| Wagner Wealth Management, LLC | 74.606.639 $ | -1.485.318 $ | -2,0 % | 76.091.957 $ | +6.290.941 $ | +9,0 % | 69.801.016 $ | +1.802.837 $ | +2,7 % | 67.998.179 $ | +3.008.391 $ | +4,6 % |
| SFMG, LLC | 53.413.048 $ | +408.650 $ | +0,8 % | 53.004.398 $ | -22.962.088 $ | -30,2 % | 75.966.486 $ | +6.096.885 $ | +8,7 % | |||
| LexAurum Advisors, LLC | 75.768.715 $ | +12.956.901 $ | +20,6 % | 62.811.814 $ | -548.529 $ | -0,9 % | 63.360.343 $ | +565.788 $ | +0,9 % | |||
| Financial Partners Group, Inc | 74.794.437 $ | -694.646 $ | -0,9 % | 75.489.083 $ | +11.039.590 $ | +17,1 % | 64.449.493 $ | -3.031.155 $ | -4,5 % | 67.480.648 $ | -6.934.687 $ | -9,3 % |
| GREENLEAF TRUST | 74.878.901 $ | +11.121.921 $ | +17,4 % | 63.756.980 $ | +3.080.645 $ | +5,1 % | 60.676.335 $ | +119.796 $ | +0,2 % | |||
| John A. Wolfe & Associates, Inc. | 13.217.650 $ | +1.461.760 $ | +12,4 % | 11.755.890 $ | -62.919.057 $ | -84,3 % | 74.674.947 $ | |||||
| SMITH, MOORE & CO. | 74.412.091 $ | +16.600.692 $ | +28,7 % | 57.811.399 $ | -845.355 $ | -1,4 % | 58.656.754 $ | -8.718.320 $ | -12,9 % | |||
| Crumly & Associates Inc. | 74.282.827 $ | +1.975.818 $ | +2,7 % | 72.307.009 $ | +9.021.890 $ | +14,3 % | 63.285.119 $ | -4.226.364 $ | -6,3 % | 67.511.483 $ | -2.021.361 $ | -2,9 % |
| Lebenthal Global Advisors, LLC | 45.708.926 $ | -25.693.408 $ | -36,0 % | 71.402.334 $ | -2.827.115 $ | -3,8 % | 74.229.449 $ | +2.145.271 $ | +3,0 % | |||
| GLENMEDE TRUST CO NA | 73.516.349 $ | +4.147.331 $ | +6,0 % | 69.369.018 $ | +7.556.028 $ | +12,2 % | 61.812.990 $ | |||||
| Diversify Advisory Services, LLC | 72.760.241 $ | +6.101.830 $ | +9,2 % | 66.658.411 $ | +66.213.678 $ | +14.888,4 % | 444.733 $ | -29.997.845 $ | -98,5 % | 30.442.578 $ | +3.776.419 $ | +14,2 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 72.760.241 $ | +6.101.830 $ | +9,2 % | 66.658.411 $ | +4.666.277 $ | +7,5 % | 61.992.134 $ | +33.904.102 $ | +120,7 % | 28.088.032 $ | +14.141.960 $ | +101,4 % |
| Macro Advisors, Inc. | 71.777.357 $ | -977.733 $ | -1,3 % | 72.755.090 $ | ||||||||
| Johnson Financial Group, Inc. | 72.736.843 $ | +31.257.528 $ | +75,4 % | 41.479.315 $ | -647.603 $ | -1,5 % | 42.126.918 $ | -872.612 $ | -2,0 % | |||
| Pine Valley Investments Ltd Liability Co | 66.937.648 $ | +6.426.568 $ | +10,6 % | 60.511.080 $ | -12.066.264 $ | -16,6 % | 72.577.344 $ | +969.078 $ | +1,4 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 72.479.070 $ | +6.840.423 $ | +10,4 % | 65.638.647 $ | +3.751.962 $ | +6,1 % | 61.886.685 $ | +4.748.393 $ | +8,3 % | |||
| New England Capital Financial Advisors LLC | 72.305.356 $ | +16.295.076 $ | +29,1 % | 56.010.280 $ | -7.241.372 $ | -11,4 % | 63.251.652 $ | -200.899 $ | -0,3 % | |||
| Crane Advisory, LLC | 72.215.389 $ | +3.568.898 $ | +5,2 % | 68.646.491 $ | +448.222 $ | +0,7 % | 68.198.269 $ | +2.353.495 $ | +3,6 % | 65.844.774 $ | -13.758.398 $ | -17,3 % |
| Onyx Bridge Wealth Group LLC | 41.165.661 $ | -31.031.574 $ | -43,0 % | 72.197.235 $ | +34.740.610 $ | +92,7 % | 37.456.625 $ | -1.789.691 $ | -4,6 % | 39.246.316 $ | -1.863.917 $ | -4,5 % |
| Disciplina Capital Management LLC | 72.074.361 $ | +2.664.930 $ | +3,8 % | 69.409.431 $ | +8.304.042 $ | +13,6 % | 61.105.389 $ | +2.685.780 $ | +4,6 % | |||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 72.003.721 $ | +13.221.254 $ | +22,5 % | 58.782.467 $ | +9.434.804 $ | +19,1 % | 49.347.663 $ | |||||
| SOL Capital Management CO | 71.563.000 $ | -1.029.000 $ | -1,4 % | |||||||||
| APPLETON PARTNERS INC/MA | 70.445.000 $ | +3.973.000 $ | +6,0 % | 66.472.000 $ | +354.000 $ | +0,5 % | 66.118.000 $ | +448.000 $ | +0,7 % | |||
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 70.443.243 $ | +3.245.829 $ | +4,8 % | 67.197.414 $ | +18.573.489 $ | +38,2 % | 48.623.925 $ | -1.693.403 $ | -3,4 % | |||
| Bluespring Wealth Management, LLC | 70.347.398 $ | +67.644.373 $ | +2.502,5 % | 2.703.025 $ | +120.413 $ | +4,7 % | 2.582.612 $ | -13.444.882 $ | -83,9 % | |||
| UMB Bank, n.a. | 70.296.828 $ | +10.569.973 $ | +17,7 % | 59.726.855 $ | +10.196.690 $ | +20,6 % | 49.530.165 $ | +13.404.240 $ | +37,1 % | |||
| PFG Investments, LLC | 69.892.336 $ | +2.567.467 $ | +3,8 % | 67.324.869 $ | -753.446 $ | -1,1 % | 68.078.315 $ | +44.579.200 $ | +189,7 % | |||
| CENTRAL TRUST Co | 69.850.763 $ | +5.447.995 $ | +8,5 % | 64.402.768 $ | -4.755.073 $ | -6,9 % | 69.157.841 $ | +2.255.167 $ | +3,4 % | |||
| Global Strategic Investment Solutions, LLC | 69.676.522 $ | -124.424 $ | -0,2 % | 69.800.946 $ | +6.298.522 $ | +9,9 % | 63.502.424 $ | -1.010.152 $ | -1,6 % | 64.512.576 $ | +409.662 $ | +0,6 % |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 69.766.389 $ | +14.778.900 $ | +26,9 % | 54.987.489 $ | +3.856.200 $ | +7,5 % | 51.131.289 $ | +13.162.805 $ | +34,7 % | |||
| Pictet Asset Management Holding SA | 69.037.465 $ | +9.435.366 $ | +15,8 % | 59.602.099 $ | -6.875.456 $ | -10,3 % | 66.477.555 $ | +24.961 $ | +0,0 % | |||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 3.339.074 $ | -1.449.059 $ | -30,3 % | 4.788.133 $ | -28.552.354 $ | -85,6 % | 33.340.487 $ | -35.426.591 $ | -51,5 % | 68.767.078 $ | -4.993.377 $ | -6,8 % |
| Intrua Financial, LLC | 36.277.379 $ | -32.410.696 $ | -47,2 % | 68.688.075 $ | +42.268.911 $ | +160,0 % | 26.419.164 $ | +345.180 $ | +1,3 % | |||
| Privatperson | 68.510.912 $ | +3.519.690 $ | +5,4 % | 64.991.222 $ | +10.358.432 $ | +19,0 % | 54.632.790 $ | +881.315 $ | +1,6 % | 53.751.475 $ | +3.505.085 $ | +7,0 % |
| WealthCare Investment Partners, LLC | 68.315.780 $ | +9.423.132 $ | +16,0 % | 58.892.648 $ | +218.365 $ | +0,4 % | 58.674.283 $ | +12.449.803 $ | +26,9 % | |||
| MBL Wealth, LLC | 67.851.037 $ | +9.037.477 $ | +15,4 % | 58.813.560 $ | +1.410.745 $ | +2,5 % | 57.402.815 $ | +1.692.824 $ | +3,0 % | |||
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 34.651.565 $ | -16.072.279 $ | -31,7 % | 50.723.844 $ | -17.101.813 $ | -25,2 % | 67.825.657 $ | +33.870.447 $ | +99,8 % | |||
| Clark Capital Management Group, Inc. | 36.829.304 $ | -30.872.276 $ | -45,6 % | 67.701.580 $ | +39.587.796 $ | +140,8 % | 28.113.784 $ | -99.614.114 $ | -78,0 % | |||
| Johnson Bixby & Associates, LLC | 66.961.648 $ | -571.450 $ | -0,8 % | 67.533.098 $ | +10.297.756 $ | +18,0 % | 57.235.342 $ | -4.789.501 $ | -7,7 % | 62.024.843 $ | +2.912.049 $ | +4,9 % |
| New England Private Wealth Advisors LLC | 63.816.360 $ | -3.434.951 $ | -5,1 % | 67.251.311 $ | +2.723.077 $ | +4,2 % | 64.528.234 $ | +2.261.188 $ | +3,6 % | 62.267.046 $ | -64.350 $ | -0,1 % |
| MATAURO, LLC | 67.207.382 $ | +11.285.199 $ | +20,2 % | 55.922.183 $ | +29.494.696 $ | +111,6 % | 26.427.487 $ | +3.072.039 $ | +13,2 % | |||
| RMG Wealth Management LLC | 373.568 $ | +288.317 $ | +338,2 % | 85.251 $ | -66.912.109 $ | -99,9 % | 66.997.360 $ | +66.977.696 $ | +340.610,7 % | |||
| Triton Wealth Management, PLLC | 66.748.409 $ | +18.983.854 $ | +39,7 % | 47.764.555 $ | +2.243.284 $ | +4,9 % | 45.521.271 $ | +1.872.333 $ | +4,3 % | |||
| 49 WEALTH MANAGEMENT, LLC | 27.274.459 $ | -39.094.727 $ | -58,9 % | 66.369.186 $ | +10.442.443 $ | +18,7 % | 55.926.743 $ | +3.479.524 $ | +6,6 % | |||
| SHP Wealth Management | 66.328.262 $ | +1.263.551 $ | +1,9 % | 65.064.711 $ | +10.240.979 $ | +18,7 % | 54.823.732 $ | |||||
| Octavia Wealth Advisors, LLC | 66.103.240 $ | +11.688.225 $ | +21,5 % | 54.415.015 $ | +805.216 $ | +1,5 % | 53.609.799 $ | +2.156.800 $ | +4,2 % | |||
| Jaffetilchin Investment Partners, LLC | 66.030.425 $ | +4.149.194 $ | +6,7 % | 61.881.231 $ | +7.312.606 $ | +13,4 % | 54.568.625 $ | +1.990.533 $ | +3,8 % | |||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 65.907.155 $ | +6.842.343 $ | +11,6 % | 59.064.812 $ | +17.005.593 $ | +40,4 % | 42.059.219 $ | +3.769.694 $ | +9,8 % | |||
| SBI Securities Co., Ltd. | 65.385.562 $ | +2.365.369 $ | +3,8 % | 63.020.193 $ | +3.664.592 $ | +6,2 % | 59.355.601 $ | +296.597 $ | +0,5 % | 59.059.004 $ | +1.825.932 $ | +3,2 % |
| Bouchey Financial Group, Ltd. | 65.166.506 $ | +34.568.146 $ | +113,0 % | 30.598.360 $ | +935.316 $ | +3,2 % | 29.663.044 $ | +2.596.757 $ | +9,6 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 65.044.252 $ | +8.837.749 $ | +15,7 % | 56.206.503 $ | -2.817.285 $ | -4,8 % | 59.023.788 $ | +7.263.599 $ | +14,0 % | |||
| Bramshill Investments, LLC | 64.879.489 $ | +58.353 $ | +0,1 % | 64.821.136 $ | +25.320.616 $ | +64,1 % | 39.500.520 $ | -109.312 $ | -0,3 % | |||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 37.374.859 $ | -3.124.936 $ | -7,7 % | 40.499.795 $ | -2.637.966 $ | -6,1 % | 43.137.761 $ | -21.451.426 $ | -33,2 % | 64.589.187 $ | +16.287.580 $ | +33,7 % |
| Keystone Financial Group | 64.400.198 $ | +7.672.068 $ | +13,5 % | 56.728.130 $ | +4.927.608 $ | +9,5 % | 51.800.522 $ | +20.954.201 $ | +67,9 % | |||
| Petix & Botte Co | 64.212.280 $ | +1.835.515 $ | +2,9 % | 62.376.765 $ | +3.250.608 $ | +5,5 % | 59.126.157 $ | +180.685 $ | +0,3 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 61.485.125 $ | -115.577 $ | -0,2 % | 61.600.702 $ | +1.161.768 $ | +1,9 % | 60.438.934 $ | -3.736.809 $ | -5,8 % | 64.175.743 $ | +759.111 $ | +1,2 % |
| Leverty Financial Group, LLC | 63.915.481 $ | +2.165.360 $ | +3,5 % | 61.750.121 $ | +4.837.000 $ | +8,5 % | 56.913.121 $ | +27.496.919 $ | +93,5 % | 29.416.202 $ | +639.925 $ | +2,2 % |
| Commonwealth Financial Services, LLC | 44.835.643 $ | -18.831.123 $ | -29,6 % | 63.666.766 $ | +36.174.860 $ | +131,6 % | 27.491.906 $ | +13.826.794 $ | +101,2 % | 13.665.112 $ | +1.052.669 $ | +8,3 % |
| Janus Henderson Group Ltd. | 63.652.316 $ | |||||||||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 63.549.896 $ | +12.516.006 $ | +24,5 % | 51.033.890 $ | +1.218.149 $ | +2,4 % | 49.815.741 $ | +1.931.675 $ | +4,0 % | |||
| Fluent Financial, LLC | 61.340.737 $ | +50.230.205 $ | +452,1 % | 11.110.532 $ | -52.398.520 $ | -82,5 % | 63.509.052 $ | +49.055.742 $ | +339,4 % | 14.453.310 $ | -5.717.750 $ | -28,3 % |
| Snowden Capital Advisors LLC | 62.725.304 $ | -744.770 $ | -1,2 % | 63.470.074 $ | +5.903.453 $ | +10,3 % | 57.566.621 $ | +7.021.332 $ | +13,9 % | |||
| Scarborough Advisors, LLC | 39.609.340 $ | -7.427.700 $ | -15,8 % | 47.037.040 $ | -16.290.161 $ | -25,7 % | 63.327.201 $ | +5.654.455 $ | +9,8 % | |||
| Aaron Wealth Advisors LLC | 63.266.354 $ | +2.511.474 $ | +4,1 % | 60.754.880 $ | +15.963.270 $ | +35,6 % | 44.791.610 $ | +8.556.090 $ | +23,6 % | 36.235.520 $ | +1.421.364 $ | +4,1 % |
| Main Management ETF Advisors, LLC | 63.239.000 $ | +14.612.000 $ | +30,0 % | 48.627.000 $ | +8.806.000 $ | +22,1 % | 39.821.000 $ | +3.154.000 $ | +8,6 % | |||
| Solano Wealth Investment Advisors LLC | 63.190.435 $ | +3.290.907 $ | +5,5 % | 59.899.528 $ | +1.037.557 $ | +1,8 % | 58.861.971 $ | -340.927 $ | -0,6 % | |||
| Compass Financial Services Inc | 63.009.384 $ | +9.864.264 $ | +18,6 % | 53.145.120 $ | +8.474.429 $ | +19,0 % | 44.670.691 $ | +928.230 $ | +2,1 % | |||
| Qube Research & Technologies Ltd | 54.312.709 $ | +3.836.326 $ | +7,6 % | 50.476.383 $ | -12.331.204 $ | -19,6 % | 62.807.587 $ | -20.545.029 $ | -24,6 % | |||
| WEDBUSH SECURITIES INC | 62.505.000 $ | +5.391.000 $ | +9,4 % | 57.114.000 $ | +6.001.000 $ | +11,7 % | 51.113.000 $ | +5.916.000 $ | +13,1 % | |||
| Cornerstone Planning Group LLC | 62.256.654 $ | +14.305.110 $ | +29,8 % | 47.951.544 $ | +958.839 $ | +2,0 % | 46.992.705 $ | +6.970.263 $ | +17,4 % | 40.022.442 $ | +3.282.385 $ | +8,9 % |
| MISSION WEALTH MANAGEMENT, LP | 57.873.915 $ | -4.323.029 $ | -7,0 % | 62.196.944 $ | +36.183.224 $ | +139,1 % | 26.013.720 $ | -2.431.786 $ | -8,5 % | 28.445.506 $ | -182.793 $ | -0,6 % |
| BlueStem Wealth Partners, LLC | 61.846.240 $ | +30.817.642 $ | +99,3 % | 31.028.598 $ | -15.818.447 $ | -33,8 % | 46.847.045 $ | -2.878.882 $ | -5,8 % | |||
| Annex Advisory Services, LLC | 61.426.781 $ | +3.127.982 $ | +5,4 % | 58.298.799 $ | +12.336.352 $ | +26,8 % | 45.962.447 $ | +41.737.620 $ | +987,9 % | 4.224.827 $ | -154.204 $ | -3,5 % |
| Financial Enhancement Group LLC | 61.399.942 $ | +5.262.034 $ | +9,4 % | 56.137.908 $ | +8.056.225 $ | +16,8 % | 48.081.683 $ | +5.078.224 $ | +11,8 % | 43.003.459 $ | +3.640.907 $ | +9,2 % |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 61.234.609 $ | +3.738.293 $ | +6,5 % | 57.496.316 $ | +4.845.910 $ | +9,2 % | 52.650.406 $ | +757.263 $ | +1,5 % | |||
| Quantinno Capital Management LP | 61.218.383 $ | +18.758.397 $ | +44,2 % | 42.459.986 $ | +9.549.558 $ | +29,0 % | 32.910.428 $ | +10.722.938 $ | +48,3 % | |||
| TFC Financial Management, Inc. | 61.136.964 $ | +8.174.306 $ | +15,4 % | 52.962.658 $ | +933.870 $ | +1,8 % | 52.028.788 $ | +925.530 $ | +1,8 % | |||
| Baltimore-Washington Financial Advisors, Inc. | 61.135.471 $ | +45.393.261 $ | +288,4 % | 15.742.210 $ | +1.138.856 $ | +7,8 % | 14.603.354 $ | +1.723.511 $ | +13,4 % | |||
| CORA CAPITAL ADVISORS LLC | 56.258.752 $ | +7.789.037 $ | +16,1 % | 48.469.715 $ | -12.386.644 $ | -20,4 % | 60.856.359 $ | +4.592.156 $ | +8,2 % | |||
| Resonant Capital Advisors, LLC | 44.114.299 $ | -818.598 $ | -1,8 % | 44.932.897 $ | +3.826.102 $ | +9,3 % | 41.106.795 $ | -19.686.999 $ | -32,4 % | 60.793.794 $ | +14.860.566 $ | +32,4 % |
| Capital Advisors Wealth Management, LLC | 60.721.574 $ | +12.513.992 $ | +26,0 % | 48.207.582 $ | +3.546.293 $ | +7,9 % | 44.661.289 $ | +13.723.744 $ | +44,4 % | 30.937.545 $ | +2.021.586 $ | +7,0 % |
| Whitaker-Myers Wealth Managers, LTD. | 60.588.492 $ | +4.012.541 $ | +7,1 % | 56.575.951 $ | +14.167.861 $ | +33,4 % | 42.408.090 $ | +772.182 $ | +1,9 % | 41.635.908 $ | -1.003.116 $ | -2,4 % |
| Stonebridge Financial Group, LLC | 37.597.097 $ | -22.787.862 $ | -37,7 % | 60.384.959 $ | +31.810.946 $ | +111,3 % | 28.574.013 $ | +1.764.256 $ | +6,6 % | 26.809.757 $ | -25.057.977 $ | -48,3 % |
| Sanchez Wealth Management Group | 60.373.128 $ | +7.679.784 $ | +14,6 % | 52.693.344 $ | +1.314.495 $ | +2,6 % | 51.378.849 $ | -353.935 $ | -0,7 % | |||
| Pure Financial Advisors, LLC | 60.244.132 $ | +11.651.375 $ | +24,0 % | 48.592.757 $ | +4.071.452 $ | +9,1 % | 44.521.305 $ | +540.150 $ | +1,2 % | |||
| Requisite Capital Management, LLC | 59.948.795 $ | +19.391.685 $ | +47,8 % | 40.557.110 $ | +11.214.473 $ | +38,2 % | 29.342.637 $ | -655.552 $ | -2,2 % | |||
| B. Riley Wealth Advisors, Inc. | 59.932.917 $ | +31.208.628 $ | +108,6 % | 28.724.289 $ | +3.073.338 $ | +12,0 % | 25.650.951 $ | -22.140.203 $ | -46,3 % | 47.791.154 $ | +1.805.833 $ | +3,9 % |
| Tidemark, LLC | 59.722.368 $ | +6.009.829 $ | +11,2 % | 53.712.539 $ | +15.267.112 $ | +39,7 % | 38.445.427 $ | +26.223.051 $ | +214,5 % | |||
| Clearwater Capital Advisors, LLC | 59.469.832 $ | +7.360.389 $ | +14,1 % | 52.109.443 $ | +883.473 $ | +1,7 % | 51.225.970 $ | +273.517 $ | +0,5 % | |||
| SCS Capital Management LLC | 59.275.633 $ | +5.930.214 $ | +11,1 % | 53.345.419 $ | +471.265 $ | +0,9 % | 52.874.154 $ | +2.421.591 $ | +4,8 % | |||
| Regal Investment Advisors LLC | 59.234.178 $ | +4.785.411 $ | +8,8 % | 54.448.767 $ | +2.898.730 $ | +5,6 % | 51.550.037 $ | +7.209.173 $ | +16,3 % | |||
| Coppell Advisory Solutions LLC | 2.006.862 $ | -57.223.366 $ | -96,6 % | 59.230.228 $ | +2.792.542 $ | +4,9 % | ||||||
| Cassaday & Co Wealth Management LLC | 58.949.124 $ | +5.828.303 $ | +11,0 % | 53.120.821 $ | -114.970 $ | -0,2 % | 53.235.791 $ | -455.366 $ | -0,8 % | |||
| EXENCIAL WEALTH ADVISORS, LLC | 58.939.889 $ | +1.459.652 $ | +2,5 % | 57.480.237 $ | +1.894.155 $ | +3,4 % | ||||||
| Simplicity Wealth,LLC | 58.858.850 $ | +19.496.429 $ | +49,5 % | 39.362.421 $ | +6.506.145 $ | +19,8 % | 32.856.276 $ | -5.515.313 $ | -14,4 % | |||
| VICUS CAPITAL | 58.833.807 $ | +8.440.647 $ | +16,7 % | 50.393.160 $ | +6.423.656 $ | +14,6 % | 43.969.504 $ | +312.054 $ | +0,7 % | |||
| Decker Wealth Management LLC | 51.007.068 $ | -387.916 $ | -0,8 % | 51.394.984 $ | -6.174.457 $ | -10,7 % | 57.569.441 $ | -1.216.969 $ | -2,1 % | 58.786.410 $ | ||
| Goldstone Financial Group, LLC | 52.154.427 $ | -4.743.217 $ | -8,3 % | 56.897.644 $ | -1.859.544 $ | -3,2 % | 58.757.188 $ | +1.982.162 $ | +3,5 % | |||
| Southern Financial Group, LLC | 58.495.415 $ | +5.551.237 $ | +10,5 % | 52.944.178 $ | +2.018.569 $ | +4,0 % | 50.925.609 $ | |||||
| Chan Zuckerberg Initiative, LLC | 58.486.614 $ | +9.241.789 $ | +18,8 % | 49.244.825 $ | -2.668.912 $ | -5,1 % | 51.913.737 $ | |||||
| Foguth Wealth Management, LLC. | 37.396.209 $ | -20.908.003 $ | -35,9 % | 58.304.212 $ | +4.689.004 $ | +8,7 % | 53.615.208 $ | +27.599.718 $ | +106,1 % | 26.015.490 $ | ||
| BANK OF NOVA SCOTIA | 58.210.831 $ | +57.062.243 $ | +4.968,0 % | 1.148.588 $ | -12.026.762 $ | -91,3 % | 13.175.350 $ | |||||
| Spectrum Wealth Advisory Group, LLC | 24.595.640 $ | -16.945.305 $ | -40,8 % | 41.540.945 $ | -16.649.550 $ | -28,6 % | 58.190.495 $ | +32.708.658 $ | +128,4 % | |||
| Provident Wealth Management, LLC | 44.599.364 $ | -13.378.487 $ | -23,1 % | 57.977.851 $ | +1.135.813 $ | +2,0 % | 56.842.038 $ | +1.964.474 $ | +3,6 % | 54.877.564 $ | +2.728.150 $ | +5,2 % |
| Pacer Advisors, Inc. | 57.855.000 $ | +2.613.000 $ | +4,7 % | 55.242.000 $ | +3.000.848 $ | +5,7 % | 52.241.152 $ | +791.838 $ | +1,5 % | |||
| Wealth Advisors of Iowa, LLC | 57.820.956 $ | +20.445.784 $ | +54,7 % | 37.375.172 $ | -8.878.979 $ | -19,2 % | 46.254.151 $ | -84.245 $ | -0,2 % | |||
| TOBIAS FINANCIAL ADVISORS, INC. | 57.306.221 $ | +6.182.028 $ | +12,1 % | 51.124.193 $ | +3.806.665 $ | +8,0 % | 47.317.528 $ | +4.014.831 $ | +9,3 % | |||
| GREAT LAKES ADVISORS, LLC | 57.223.290 $ | +6.662.112 $ | +13,2 % | 50.561.178 $ | +9.854.454 $ | +24,2 % | 40.706.724 $ | +1.866.847 $ | +4,8 % | |||
| Parallel Advisors, LLC | 56.921.169 $ | +9.963.082 $ | +21,2 % | 46.958.087 $ | +10.274.295 $ | +28,0 % | 36.683.792 $ | +2.374.810 $ | +6,9 % | |||
| Acorns Advisers, LLC | 56.840.000 $ | +732.000 $ | +1,3 % | 56.108.000 $ | +3.270.000 $ | +6,2 % | 52.838.000 $ | +1.178.000 $ | +2,3 % | |||
| Kathmere Capital Management, LLC | 56.779.023 $ | +6.037.809 $ | +11,9 % | 50.741.214 $ | +6.866.294 $ | +15,6 % | 43.874.920 $ | +1.029.008 $ | +2,4 % | 42.845.912 $ | +2.640.501 $ | +6,6 % |
| Jupiter Topco LLC | 56.767.104 $ | |||||||||||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 22.529.062 $ | -34.184.704 $ | -60,3 % | 56.713.766 $ | +9.662.620 $ | +20,5 % | 47.051.146 $ | -2.403.672 $ | -4,9 % | 49.454.818 $ | -409.890 $ | -0,8 % |
| GeoWealth Management, LLC | 56.712.191 $ | +9.954.874 $ | +21,3 % | 46.757.317 $ | -2.150.440 $ | -4,4 % | 48.907.757 $ | -5.499.424 $ | -10,1 % | |||
| BEACON FINANCIAL GROUP | 53.945.285 $ | -1.466.229 $ | -2,6 % | 55.411.514 $ | +2.139.105 $ | +4,0 % | 53.272.409 $ | -3.400.204 $ | -6,0 % | 56.672.613 $ | -5.117.133 $ | -8,3 % |
| Archford Capital Strategies, LLC | 56.179.361 $ | -368.660 $ | -0,7 % | 56.548.021 $ | +9.782.287 $ | +20,9 % | 46.765.734 $ | +9.180.663 $ | +24,4 % | 37.585.071 $ | +2.923.949 $ | +8,4 % |
| SIMON QUICK ADVISORS, LLC | 56.532.094 $ | +3.572.186 $ | +6,7 % | 52.959.908 $ | +346.177 $ | +0,7 % | 52.613.731 $ | +381.238 $ | +0,7 % | |||
| Naviter Wealth, LLC | 56.441.433 $ | +16.743.064 $ | +42,2 % | 39.698.369 $ | +9.800.297 $ | +32,8 % | 29.898.072 $ | -12.019.702 $ | -28,7 % | |||
| AlphaStar Capital Management, LLC | 56.286.971 $ | +5.963.200 $ | +11,8 % | 50.323.771 $ | +5.861.389 $ | +13,2 % | 44.462.382 $ | -1.196.472 $ | -2,6 % | 45.658.854 $ | -30.811 $ | -0,1 % |
| Phoenix Wealth Advisors | 56.257.459 $ | +18.310.129 $ | +48,3 % | 37.947.330 $ | +183.545 $ | +0,5 % | 37.763.785 $ | +1.098.501 $ | +3,0 % | |||
| FIL Ltd | 42.277.550 $ | +19.187.214 $ | +83,1 % | 23.090.336 $ | -33.163.625 $ | -59,0 % | 56.253.961 $ | -7.535.046 $ | -11,8 % | |||
| Icon Wealth Advisors, LLC | 49.943.424 $ | -6.288.456 $ | -11,2 % | 56.231.880 $ | +9.500.852 $ | +20,3 % | ||||||
| Ergawealth Advisors, Inc. | 55.272.233 $ | -807.679 $ | -1,4 % | 56.079.912 $ | +5.913.582 $ | +11,8 % | 50.166.330 $ | -1.895.621 $ | -3,6 % | 52.061.951 $ | -22.184.081 $ | -29,9 % |
| Certified Advisory Corp | 56.064.996 $ | +3.949.372 $ | +7,6 % | 52.115.624 $ | +752.135 $ | +1,5 % | 51.363.489 $ | +2.442.096 $ | +5,0 % | |||
| MILESTONE ASSET MANAGEMENT, LLC | 52.025.239 $ | -3.849.631 $ | -6,9 % | 55.874.870 $ | +3.243.965 $ | +6,2 % | 52.630.905 $ | +3.564.246 $ | +7,3 % | 49.066.659 $ | -5.201.867 $ | -9,6 % |
| FORM Wealth Advisors, LLC | 55.112.114 $ | +5.077.535 $ | +10,1 % | 50.034.579 $ | -5.796.918 $ | -10,4 % | 55.831.497 $ | +19.524.861 $ | +53,8 % | 36.306.636 $ | ||
| Rehmann Capital Advisory Group | 55.813.528 $ | +8.445.715 $ | +17,8 % | 47.367.813 $ | -8.202.244 $ | -14,8 % | 55.570.057 $ | +719.029 $ | +1,3 % | |||
| Larson Financial Group LLC | 44.259.682 $ | -11.398.348 $ | -20,5 % | 55.658.030 $ | +13.404.806 $ | +31,7 % | 42.253.224 $ | +867.104 $ | +2,1 % | |||
| GenTrust, LLC | 55.650.352 $ | +7.529.319 $ | +15,6 % | 48.121.033 $ | +1.588.053 $ | +3,4 % | 46.532.980 $ | -170.349 $ | -0,4 % | |||
| FIRST CITIZENS BANK & TRUST CO | 55.588.435 $ | +2.751.837 $ | +5,2 % | 52.836.598 $ | +10.528.460 $ | +24,9 % | 42.308.138 $ | +324.261 $ | +0,8 % | 41.983.877 $ | +528.188 $ | +1,3 % |
| Advocacy Wealth Management, LLC | 7.429.466 $ | -47.959.127 $ | -86,6 % | 55.388.593 $ | +3.396.199 $ | +6,5 % | 51.992.394 $ | +10.418.922 $ | +25,1 % | |||
| YHB Investment Advisors, Inc. | 54.315.381 $ | -1.009.341 $ | -1,8 % | 55.324.722 $ | +6.103.620 $ | +12,4 % | 49.221.102 $ | +5.483.577 $ | +12,5 % | 43.737.525 $ | +11.259.085 $ | +34,7 % |
| AJ Advisors, LLC | 55.319.768 $ | +5.962.488 $ | +12,1 % | 49.357.280 $ | +1.637.597 $ | +3,4 % | 47.719.683 $ | +4.062.310 $ | +9,3 % | |||
| Belpointe Asset Management LLC | 55.102.786 $ | +4.533.478 $ | +9,0 % | 50.569.308 $ | +8.175.631 $ | +19,3 % | 42.393.677 $ | +1.883.727 $ | +4,7 % | |||
| Pinnacle Wealth Management Advisory Group, LLC | 54.938.268 $ | +6.964.927 $ | +14,5 % | 47.973.341 $ | +1.955.770 $ | +4,3 % | 46.017.571 $ | +1.977.888 $ | +4,5 % | |||
| NewEdge Wealth, LLC | 54.850.905 $ | +5.116.610 $ | +10,3 % | 49.734.295 $ | +3.863.762 $ | +8,4 % | 45.870.533 $ | +298.643 $ | +0,7 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 54.787.936 $ | +3.306.227 $ | +6,4 % | 51.481.709 $ | +315.871 $ | +0,6 % | 51.165.838 $ | +5.722.865 $ | +12,6 % | |||
| Smartleaf Asset Management LLC | 54.591.965 $ | +7.566.643 $ | +16,1 % | 47.025.322 $ | +4.808.371 $ | +11,4 % | 42.216.951 $ | +15.214.558 $ | +56,3 % | |||
| Patriot Financial Group Insurance Agency, LLC | 31.579.125 $ | +521.520 $ | +1,7 % | 31.057.605 $ | -23.505.637 $ | -43,1 % | 54.563.242 $ | +21.974.022 $ | +67,4 % | 32.589.220 $ | +2.875.112 $ | +9,7 % |
| Schneider Downs Wealth Management Advisors, LP | 54.507.092 $ | +9.315.853 $ | +20,6 % | 45.191.239 $ | +3.075.349 $ | +7,3 % | 42.115.890 $ | +2.231.478 $ | +5,6 % | |||
| SageGuard Financial Group, LLC | 52.676.341 $ | +4.126.355 $ | +8,5 % | 48.549.986 $ | -5.917.469 $ | -10,9 % | 54.467.455 $ | |||||
| Marks Wealth, LLC | 54.323.234 $ | +52.836.831 $ | +3.554,7 % | 1.486.403 $ | -207.475 $ | -12,2 % | 1.693.878 $ | -67.634.123 $ | -97,6 % | |||
| Uniting Wealth Partners, LLC | 54.057.429 $ | +6.649.730 $ | +14,0 % | 47.407.699 $ | +16.262.710 $ | +52,2 % | 31.144.989 $ | -11.271.706 $ | -26,6 % | |||
| United Advisor Group, LLC | 54.024.631 $ | +6.962.700 $ | +14,8 % | 47.061.931 $ | +334.146 $ | +0,7 % | 46.727.785 $ | +2.605.778 $ | +5,9 % | |||
| Intellus Advisors LLC | 53.923.128 $ | +5.225.841 $ | +10,7 % | 48.697.287 $ | -3.352.329 $ | -6,4 % | 52.049.616 $ | +1.024.936 $ | +2,0 % | |||
| Apella Capital, LLC | 47.540.754 $ | -4.294.917 $ | -8,3 % | 51.835.671 $ | -1.995.116 $ | -3,7 % | 53.830.787 $ | +16.629.465 $ | +44,7 % | 37.201.322 $ | +796.318 $ | +2,2 % |
| SYON CAPITAL LLC | 53.683.932 $ | +7.312.797 $ | +15,8 % | 46.371.135 $ | +10.590.023 $ | +29,6 % | 35.781.112 $ | +952.439 $ | +2,7 % | |||
| Richmond Investment Services, LLC | 36.145.844 $ | -17.467.645 $ | -32,6 % | 53.613.489 $ | +7.131.694 $ | +15,3 % | 46.481.795 $ | +4.386.128 $ | +10,4 % | |||
| Ascension Capital Advisors, Inc. | 53.582.521 $ | +3.726.393 $ | +7,5 % | 49.856.128 $ | -558.332 $ | -1,1 % | 50.414.460 $ | +3.292.715 $ | +7,0 % | |||
| Madrona Financial Services, LLC | 53.540.723 $ | +6.078.750 $ | +12,8 % | 47.461.973 $ | +13.749.057 $ | +40,8 % | 33.712.916 $ | +1.339.629 $ | +4,1 % | |||
| iA Global Asset Management Inc. | 47.427.000 $ | +5.019.000 $ | +11,8 % | 42.408.000 $ | -11.046.000 $ | -20,7 % | 53.454.000 $ | +620.000 $ | +1,2 % | |||
| Gallagher Fiduciary Advisors, LLC | 53.449.444 $ | +8.312.515 $ | +18,4 % | 45.136.929 $ | -3.521.245 $ | -7,2 % | 48.658.174 $ | +5.939.916 $ | +13,9 % | |||
| Round Rock Advisors LLC | 53.292.990 $ | +3.274.419 $ | +6,5 % | 50.018.571 $ | +1.012.687 $ | +2,1 % | 49.005.884 $ | +1.310.892 $ | +2,7 % | |||
| Midwest Trust Co | 50.694.787 $ | -2.412.152 $ | -4,5 % | 53.106.939 $ | +1.905.052 $ | +3,7 % | 51.201.887 $ | +6.662.875 $ | +15,0 % | 44.539.012 $ | +289.322 $ | +0,7 % |
| Cobblestone Asset Management LLC | 51.024.955 $ | -2.077.577 $ | -3,9 % | 53.102.532 $ | +10.876.181 $ | +25,8 % | 42.226.351 $ | -4.838.809 $ | -10,3 % | 47.065.160 $ | +4.616.439 $ | +10,9 % |
| Facet Wealth, Inc. | 52.569.315 $ | +6.101.081 $ | +13,1 % | 46.468.234 $ | +6.323.233 $ | +15,8 % | 40.145.001 $ | +3.010.433 $ | +8,1 % | |||
| MPS Loria Financial Planners, LLC | 52.465.926 $ | +80.268 $ | +0,2 % | 52.385.658 $ | +8.444.722 $ | +19,2 % | 43.940.936 $ | -1.523.051 $ | -3,4 % | 45.463.987 $ | +563.254 $ | +1,3 % |
| ROVIN CAPITAL /UT/ /ADV | 52.181.000 $ | -47.719.000 $ | -47,8 % | |||||||||
| FIFTH THIRD SECURITIES, INC. | 52.146.518 $ | +5.944.513 $ | +12,9 % | 46.202.005 $ | +3.697.951 $ | +8,7 % | 42.504.054 $ | +266.178 $ | +0,6 % | 42.237.876 $ | +3.931.681 $ | +10,3 % |
| Insight Wealth Strategies, LLC | 48.316.618 $ | -3.727.270 $ | -7,2 % | 52.043.888 $ | +16.695.376 $ | +47,2 % | 35.348.512 $ | -326.625 $ | -0,9 % | 35.675.137 $ | +561.045 $ | +1,6 % |
| SteelPeak Wealth, LLC | 38.302.962 $ | +3.145.104 $ | +8,9 % | 35.157.858 $ | -3.142.967 $ | -8,2 % | 38.300.825 $ | -13.573.073 $ | -26,2 % | 51.873.898 $ | +9.064.623 $ | +21,2 % |
| GAMMA Investing LLC | 51.841.324 $ | +4.132.550 $ | +8,7 % | 47.708.774 $ | +15.235.197 $ | +46,9 % | 32.473.577 $ | +5.948.851 $ | +22,4 % | 26.524.726 $ | +4.350.770 $ | +19,6 % |
| VERUS CAPITAL PARTNERS, LLC | 48.465.469 $ | +650.576 $ | +1,4 % | 47.814.893 $ | -4.014.660 $ | -7,7 % | 51.829.553 $ | +7.731.815 $ | +17,5 % | |||
| Financial Synergies Wealth Advisors, Inc. | 51.147.600 $ | -347.079 $ | -0,7 % | 51.494.679 $ | +5.852.475 $ | +12,8 % | 45.642.204 $ | +733.766 $ | +1,6 % | 44.908.438 $ | +1.869.619 $ | +4,3 % |
| Strategic Investment Advisors / MI | 51.347.886 $ | +13.991.784 $ | +37,5 % | 37.356.102 $ | +5.879.047 $ | +18,7 % | 31.477.055 $ | +2.869.070 $ | +10,0 % | |||
| ECLECTIC ASSOCIATES INC /ADV | 51.193.098 $ | +3.198.163 $ | +6,7 % | 47.994.935 $ | +9.411.955 $ | +24,4 % | 38.582.980 $ | +704.673 $ | +1,9 % | 37.878.307 $ | +2.405.943 $ | +6,8 % |
| Dakota Wealth Management | 46.931.957 $ | -4.166.976 $ | -8,2 % | 51.098.933 $ | +5.543.929 $ | +12,2 % | 45.555.004 $ | +20.855.308 $ | +84,4 % | |||
| Presidio Capital Management, LLC | 50.791.853 $ | +7.627.665 $ | +17,7 % | 43.164.188 $ | +4.069.355 $ | +10,4 % | 39.094.833 $ | +1.423.238 $ | +3,8 % | |||
| McKinney Capital Management, LLC | 50.657.577 $ | +7.228.676 $ | +16,6 % | 43.428.901 $ | ||||||||
| MCMORGAN & CO LLC | 33.799.089 $ | +11.118.884 $ | +49,0 % | 22.680.205 $ | -27.872.749 $ | -55,1 % | 50.552.954 $ | +7.686.480 $ | +17,9 % | |||
| Wescott Financial Advisory Group, LLC | 50.390.949 $ | +7.719.493 $ | +18,1 % | 42.671.456 $ | +1.221.782 $ | +2,9 % | 41.449.674 $ | -121.841 $ | -0,3 % | |||
| Triumph Capital Management | 42.220.149 $ | -8.160.109 $ | -16,2 % | 50.380.258 $ | +2.771.586 $ | +5,8 % | 47.608.672 $ | +6.311.455 $ | +15,3 % | 41.297.217 $ | +3.557.120 $ | +9,4 % |
| Sompo Asset Management Co., Ltd. | 50.329.276 $ | +3.729.301 $ | +8,0 % | 46.599.975 $ | +2.224.894 $ | +5,0 % | 44.375.081 $ | +768.013 $ | +1,8 % | |||
| LPWM LLC | 50.245.005 $ | -25.521 $ | -0,1 % | 50.270.526 $ | +4.519.086 $ | +9,9 % | 45.751.440 $ | +27.786.341 $ | +154,7 % | 17.965.099 $ | -1.575.936 $ | -8,1 % |
| Flaharty Asset Management, LLC | 4.680.822 $ | -45.562.225 $ | -90,7 % | 50.243.047 $ | +19.309.237 $ | +62,4 % | 30.933.810 $ | -15.318.565 $ | -33,1 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 50.165.365 $ | +5.068.473 $ | +11,2 % | 45.096.892 $ | +20.097.124 $ | +80,4 % | 24.999.768 $ | +2.166.518 $ | +9,5 % | |||
| Trustees of Dartmouth College | 23.648.003 $ | -11.398.024 $ | -32,5 % | 35.046.027 $ | -14.997.784 $ | -30,0 % | 50.043.811 $ | +22.509.027 $ | +81,7 % | |||
| O'Brien Wealth Partners LLC | 50.041.008 $ | +2.159.164 $ | +4,5 % | |||||||||
| PFG Advisors | 46.379.519 $ | +202.729 $ | +0,4 % | 46.176.790 $ | +3.146.842 $ | +7,3 % | 43.029.948 $ | -7.003.356 $ | -14,0 % | 50.033.304 $ | -38.795.733 $ | -43,7 % |
| Allen Capital Group, LLC | 37.580.378 $ | +1.394.362 $ | +3,9 % | 36.186.016 $ | -13.770.257 $ | -27,6 % | 49.956.273 $ | +2.797.761 $ | +5,9 % | |||
| SCOTIA CAPITAL INC. | 49.915.690 $ | +3.909.395 $ | +8,5 % | 46.006.295 $ | +9.581.187 $ | +26,3 % | 36.425.108 $ | -1.087.947 $ | -2,9 % | |||
| Santa Clara Valley Transportation Authority | 49.855.017 $ | +5.832.793 $ | +13,2 % | 44.022.224 $ | +2.005.624 $ | +4,8 % | 42.016.600 $ | +218.837 $ | +0,5 % | |||
| Pacific Life Fund Advisors LLC | 23.046.502 $ | -26.527.753 $ | -53,5 % | 49.574.255 $ | +5.378.718 $ | +12,2 % | 44.195.537 $ | +12.793.952 $ | +40,7 % | |||
| Cyndeo Wealth Partners, LLC | 49.566.897 $ | +5.131.342 $ | +11,5 % | 44.435.555 $ | +2.460.601 $ | +5,9 % | 41.974.954 $ | +10.164.036 $ | +32,0 % | 31.810.918 $ | +321.661 $ | +1,0 % |
| Paradiem, LLC | 49.505.450 $ | +47.414.188 $ | +2.267,3 % | |||||||||
| CHAI TRUST CO LLC | 49.482.165 $ | +8.012.721 $ | +19,3 % | 41.469.444 $ | +1.504.196 $ | +3,8 % | 39.965.248 $ | +772.908 $ | +2,0 % | |||
| Ironwood Wealth Management, LLC. | 49.368.380 $ | +2.429.970 $ | +5,2 % | 46.938.410 $ | +1.852.445 $ | +4,1 % | 45.085.965 $ | +1.638.632 $ | +3,8 % | |||
| INTEGRITY WEALTH ADVISORS, INC. | 49.160.108 $ | +7.212.344 $ | +17,2 % | 41.947.764 $ | -34.539.528 $ | -45,2 % | ||||||
| CAPE COD FIVE CENTS SAVINGS BANK | 49.147.093 $ | +14.039.390 $ | +40,0 % | 35.107.703 $ | +0 $ | +0,0 % | ||||||
| MAKENA CAPITAL MANAGEMENT LLC | 48.927.126 $ | +651.547 $ | +1,3 % | 48.275.579 $ | +9.382.356 $ | +24,1 % | 38.893.223 $ | -8.822.705 $ | -18,5 % | |||
| Roof Eidam Maycock Peralta, LLC | 48.907.745 $ | +10.593.159 $ | +27,6 % | 38.314.586 $ | +6.183.630 $ | +19,2 % | 32.130.956 $ | +1.217.302 $ | +3,9 % | 30.913.654 $ | +8.031.298 $ | +35,1 % |
| EASTERN BANK | 45.757.370 $ | -2.233.567 $ | -4,7 % | 47.990.937 $ | -762.645 $ | -1,6 % | 48.753.582 $ | +22.833.358 $ | +88,1 % | 25.920.224 $ | +1.155.520 $ | +4,7 % |
| Penserra Capital Management LLC | 48.708.000 $ | +15.075.000 $ | +44,8 % | 33.633.000 $ | +30.350.000 $ | +924,5 % | ||||||
| Stadion Money Management, LLC | 48.675.064 $ | +48.628.604 $ | +104.667,7 % | 46.460 $ | -47.635.329 $ | -99,9 % | 47.681.789 $ | -21.221.688 $ | -30,8 % | |||
| RPg Family Wealth Advisory, LLC | 48.545.196 $ | +19.748.417 $ | +68,6 % | 28.796.779 $ | +643.265 $ | +2,3 % | 28.153.514 $ | +11.554.379 $ | +69,6 % | |||
| AA Financial Advisors, LLC | 48.475.468 $ | +3.447.394 $ | +7,7 % | 45.028.074 $ | +12.822.220 $ | +39,8 % | 32.205.854 $ | +11.937.503 $ | +58,9 % | 20.268.351 $ | +3.895.220 $ | +23,8 % |
| Curi Capital, LLC | 48.455.922 $ | +12.886.669 $ | +36,2 % | 35.569.253 $ | +10.797.806 $ | +43,6 % | 24.771.447 $ | +7.174.110 $ | +40,8 % | |||
| Seros Financial, LLC | 47.858.902 $ | -510.496 $ | -1,1 % | 48.369.398 $ | +9.467.016 $ | +24,3 % | 38.902.382 $ | -3.815.791 $ | -8,9 % | 42.718.173 $ | +3.241.843 $ | +8,2 % |
| Sowell Financial Services LLC | 44.109.345 $ | -3.577.326 $ | -7,5 % | 47.686.671 $ | -297.153 $ | -0,6 % | 47.983.824 $ | +6.251.864 $ | +15,0 % | 41.731.960 $ | +5.031.310 $ | +13,7 % |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 47.710.186 $ | +6.887.689 $ | +16,9 % | 40.822.497 $ | +1.498.191 $ | +3,8 % | 39.324.306 $ | +1.181.692 $ | +3,1 % | |||
| Proactive Wealth Strategies LLC | 47.354.473 $ | -250.573 $ | -0,5 % | 47.605.046 $ | +25.123.381 $ | +111,8 % | 22.481.665 $ | +181.636 $ | +0,8 % | |||
| Redhawk Wealth Advisors, Inc. | 43.168.237 $ | -4.413.598 $ | -9,3 % | 47.581.835 $ | +26.917.836 $ | +130,3 % | 20.663.999 $ | -12.659.886 $ | -38,0 % | 33.323.885 $ | -35.670.392 $ | -51,7 % |
| Ridgepath Capital Management LLC | 18.598.634 $ | -28.917.931 $ | -60,9 % | 47.516.565 $ | +32.382.030 $ | +214,0 % | 15.134.535 $ | +0 $ | +0,0 % | |||
| Peterson Wealth Advisors, LLC | 7.146.612 $ | -40.288.738 $ | -84,9 % | 47.435.350 $ | +2.088.661 $ | +4,6 % | 45.346.689 $ | -2.143.771 $ | -4,5 % | 47.490.460 $ | +2.039.410 $ | +4,5 % |
| Continuum Advisory, LLC | 47.458.893 $ | +6.525.848 $ | +15,9 % | 40.933.045 $ | +2.608.389 $ | +6,8 % | 38.324.656 $ | +398.044 $ | +1,0 % | |||
| Mainsail Financial Group, LLC | 47.456.980 $ | +6.211.239 $ | +15,1 % | 41.245.741 $ | +1.632.741 $ | +4,1 % | 39.613.000 $ | +1.524.267 $ | +4,0 % | |||
| Coastal Bridge Advisors, LLC | 47.446.633 $ | +2.952.562 $ | +6,6 % | 44.494.071 $ | -251.809 $ | -0,6 % | 44.745.880 $ | -290.448 $ | -0,6 % | |||
| Wellspring Financial Advisors, LLC | 47.394.289 $ | +7.851.723 $ | +19,9 % | 39.542.566 $ | +7.201.497 $ | +22,3 % | 32.341.069 $ | +2.487.196 $ | +8,3 % | |||
| Timothy G. Youngquist 2020 Irrevocable Trust | 46.799.870 $ | |||||||||||
| BLB&B Advisors, LLC | 46.746.320 $ | +7.314.332 $ | +18,5 % | 39.431.988 $ | +953.650 $ | +2,5 % | 38.478.338 $ | +355.803 $ | +0,9 % | |||
| KMG FIDUCIARY PARTNERS, LLC | 34.673.796 $ | -7.996.637 $ | -18,7 % | 42.670.433 $ | -4.023.018 $ | -8,6 % | 46.693.451 $ | +521.029 $ | +1,1 % | 46.172.422 $ | -526.423 $ | -1,1 % |
| River Wealth Advisors LLC | 46.684.699 $ | +8.089.264 $ | +21,0 % | 38.595.435 $ | +1.825.576 $ | +5,0 % | 36.769.859 $ | +869.284 $ | +2,4 % | |||
| TSFG, LLC | 46.571.000 $ | -94.000 $ | -0,2 % | 46.665.000 $ | +1.636.000 $ | +3,6 % | 45.029.000 $ | +21.873.000 $ | +94,5 % | |||
| Summit Investment Advisory Services, LLC | 46.654.890 $ | +7.092.979 $ | +17,9 % | 39.561.911 $ | -1.068.998 $ | -2,6 % | 40.630.909 $ | +1.915.769 $ | +4,9 % | |||
| Ignite Planners, LLC | 46.543.373 $ | +3.632.511 $ | +8,5 % | 42.910.862 $ | +4.467.328 $ | +11,6 % | 38.443.534 $ | -185.059 $ | -0,5 % | 38.628.593 $ | +4.219.013 $ | +12,3 % |
| Wealthspire Retirement, LLC | 46.494.268 $ | +14.344.400 $ | +44,6 % | 32.149.868 $ | -11.192.249 $ | -25,8 % | 43.342.117 $ | -326.095 $ | -0,7 % | |||
| Avior Wealth Management, LLC | 46.395.385 $ | +2.097.125 $ | +4,7 % | 44.298.260 $ | +12.602.823 $ | +39,8 % | 31.695.437 $ | +6.177.757 $ | +24,2 % | 25.517.680 $ | -5.421.032 $ | -17,5 % |
| Angeles Investment Advisors, LLC | 46.154.720 $ | +28.225.482 $ | +157,4 % | 17.929.238 $ | +485.648 $ | +2,8 % | 17.443.590 $ | |||||
| HIGHLINE WEALTH PARTNERS LLC | 32.817.914 $ | -10.383.306 $ | -24,0 % | 43.201.220 $ | -2.903.347 $ | -6,3 % | 46.104.567 $ | +6.274.355 $ | +15,8 % | 39.830.212 $ | +9.493.036 $ | +31,3 % |
| STOCK YARDS BANK & TRUST CO | 46.103.384 $ | +2.156.802 $ | +4,9 % | 43.946.582 $ | +16.910.496 $ | +62,5 % | 27.036.086 $ | +8.941.522 $ | +49,4 % | |||
| Sovran Advisors, LLC | 41.515.552 $ | -4.521.765 $ | -9,8 % | 46.037.317 $ | +1.523.943 $ | +3,4 % | 44.513.374 $ | -1.293.750 $ | -2,8 % | |||
| McNamara Financial Services, Inc. | 45.866.553 $ | +4.310.619 $ | +10,4 % | 41.555.934 $ | -53.169 $ | -0,1 % | 41.609.103 $ | +398.087 $ | +1,0 % | |||
| Trek Financial, LLC | 44.955.791 $ | +3.889.813 $ | +9,5 % | 41.065.978 $ | -4.732.395 $ | -10,3 % | 45.798.373 $ | -5.233.742 $ | -10,3 % | |||
| Proficio Capital Partners LLC | 45.728.118 $ | +19.540.911 $ | +74,6 % | 26.187.207 $ | +11.101.659 $ | +73,6 % | 15.085.548 $ | -2.955.436 $ | -16,4 % | |||
| Arkos Global Advisors | 45.642.000 $ | +8.219.000 $ | +22,0 % | 37.423.000 $ | +4.290.000 $ | +12,9 % | 33.133.000 $ | +1.096.000 $ | +3,4 % | |||
| MEMBERS CAPITAL ADVISORS INC | 45.513.000 $ | +20.401.650 $ | +81,2 % | |||||||||
| TOMPKINS FINANCIAL CORP | 42.834.289 $ | -2.617.390 $ | -5,8 % | 45.451.679 $ | +12.887.749 $ | +39,6 % | 32.563.930 $ | +1.139.477 $ | +3,6 % | 31.424.453 $ | -801.946 $ | -2,5 % |
| Essex Financial Services, Inc. | 45.412.378 $ | +3.363.717 $ | +8,0 % | 42.048.661 $ | +3.073.155 $ | +7,9 % | 38.975.506 $ | +4.099.695 $ | +11,8 % | |||
| Privatperson | 45.285.410 $ | +2.169.507 $ | +5,0 % | 43.115.903 $ | +49.039 $ | +0,1 % | 43.066.864 $ | +1.362.388 $ | +3,3 % | 41.704.476 $ | +1.913.707 $ | +4,8 % |
| JFS WEALTH ADVISORS, LLC | 45.272.167 $ | +4.091.983 $ | +9,9 % | 41.180.184 $ | +1.023.709 $ | +2,5 % | 40.156.475 $ | +534.901 $ | +1,4 % | |||
| Alaska Wealth Advisors, LLC | 45.209.941 $ | +6.570.309 $ | +17,0 % | 38.639.632 $ | +5.156.517 $ | +15,4 % | 33.483.115 $ | -114.490 $ | -0,3 % | |||
| Litman Gregory Wealth Management LLC | 45.207.086 $ | -676.701 $ | -1,5 % | |||||||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 45.156.833 $ | +2.340.362 $ | +5,5 % | 42.816.471 $ | +2.752.721 $ | +6,9 % | 40.063.750 $ | +2.258.954 $ | +6,0 % | 37.804.796 $ | +6.008.737 $ | +18,9 % |
| FLOW TRADERS U.S. LLC | 44.956.000 $ | +16.697.000 $ | +59,1 % | 28.259.000 $ | +16.871.000 $ | +148,1 % | 11.388.000 $ | -45.184.000 $ | -79,9 % | |||
| SMITH CHAS P & ASSOCIATES PA CPAS | 43.217.419 $ | -1.735.528 $ | -3,9 % | 44.952.947 $ | +3.037.202 $ | +7,2 % | 41.915.745 $ | +964.841 $ | +2,4 % | 40.950.904 $ | +17.246.918 $ | +72,8 % |
| 1832 Asset Management L.P. | 44.815.549 $ | +15.354.876 $ | +52,1 % | 29.460.673 $ | +10.444.255 $ | +54,9 % | 19.016.418 $ | -154.292 $ | -0,8 % | |||
| Bryn Mawr Trust Advisors, LLC | 41.693.195 $ | -755.235 $ | -1,8 % | 42.448.430 $ | -2.251.019 $ | -5,0 % | 44.699.449 $ | -1.365.361 $ | -3,0 % | |||
| Sound View Wealth Advisors Group, LLC | 44.678.295 $ | +3.456.360 $ | +8,4 % | 41.221.935 $ | -1.773.046 $ | -4,1 % | 42.994.981 $ | +1.196.455 $ | +2,9 % | |||
| Allianz Asset Management GmbH | 6.511.224 $ | -7.414.364 $ | -53,2 % | 13.925.588 $ | -30.577.413 $ | -68,7 % | 44.503.001 $ | -10.718.183 $ | -19,4 % | |||
| Rothschild Wealth LLC | 41.348.145 $ | -3.136.591 $ | -7,1 % | 44.484.736 $ | +12.275.449 $ | +38,1 % | 32.209.287 $ | +17.369.598 $ | +117,0 % | |||
| Ascent Group, LLC | 44.458.481 $ | +3.739.461 $ | +9,2 % | 40.719.020 $ | -618.661 $ | -1,5 % | 41.337.681 $ | +11.150.418 $ | +36,9 % | |||
| Oakworth Capital, Inc. | 44.329.618 $ | +1.774.180 $ | +4,2 % | 42.555.438 $ | +445.572 $ | +1,1 % | 42.109.866 $ | +2.725.112 $ | +6,9 % | |||
| Alpha Omega Wealth Management LLC | 43.867.711 $ | -387.595 $ | -0,9 % | 44.255.306 $ | +380.258 $ | +0,9 % | 43.875.048 $ | +375.907 $ | +0,9 % | |||
| Great Point Wealth Advisors, LLC | 44.208.009 $ | +1.510.240 $ | +3,5 % | 42.697.769 $ | +1.514.738 $ | +3,7 % | 41.183.031 $ | +228.487 $ | +0,6 % | 40.954.544 $ | +1.427.850 $ | +3,6 % |
| Centurion Wealth Management LLC | 28.460.150 $ | -3.868.240 $ | -12,0 % | 32.328.390 $ | -2.841.614 $ | -8,1 % | 35.170.004 $ | -9.004.276 $ | -20,4 % | 44.174.280 $ | +3.233.145 $ | +7,9 % |
| Klingman & Associates, LLC | 41.935.294 $ | -1.986.704 $ | -4,5 % | 43.921.998 $ | +7.737.214 $ | +21,4 % | 36.184.784 $ | +2.531.729 $ | +7,5 % | 33.653.055 $ | +731.169 $ | +2,2 % |
| Daiwa Securities Group Inc. | 43.638.464 $ | +10.528.686 $ | +31,8 % | 33.109.778 $ | +6.351.778 $ | +23,7 % | 26.758.000 $ | +6.232.000 $ | +30,4 % | |||
| WELCH & FORBES LLC | 40.782.732 $ | -2.702.764 $ | -6,2 % | 43.485.496 $ | +4.074.196 $ | +10,3 % | 39.411.300 $ | -953.381 $ | -2,4 % | |||
| Pathway Financial Advisors LLC | 36.875.416 $ | -6.601.908 $ | -15,2 % | 43.477.324 $ | +6.157.818 $ | +16,5 % | 37.319.506 $ | +3.146.104 $ | +9,2 % | 34.173.402 $ | +4.136.703 $ | +13,8 % |
| Reyes Financial Architecture, Inc. | 43.404.347 $ | +22.120.775 $ | +103,9 % | 21.283.572 $ | +19.520.516 $ | +1.107,2 % | 1.763.056 $ | +474.111 $ | +36,8 % | 1.288.945 $ | +261.689 $ | +25,5 % |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 43.327.785 $ | +22.680.485 $ | +109,8 % | 20.647.300 $ | +321.732 $ | +1,6 % | 20.325.568 $ | -6.198 $ | -0,0 % | |||
| Curran Financial Partners, LLC | 43.278.040 $ | +5.542.225 $ | +14,7 % | 37.735.815 $ | +3.242.975 $ | +9,4 % | 34.492.840 $ | +3.989.806 $ | +13,1 % | |||
| RTD Financial Advisors, Inc. | 43.147.967 $ | -108.234 $ | -0,3 % | 43.256.201 $ | +1.574.599 $ | +3,8 % | 41.681.602 $ | +303.397 $ | +0,7 % | 41.378.205 $ | -3.472.162 $ | -7,7 % |
| Pacific Center for Financial Services | 33.089.081 $ | -10.122.397 $ | -23,4 % | 43.211.478 $ | +5.248.149 $ | +13,8 % | 37.963.329 $ | -1.477.926 $ | -3,7 % | 39.441.255 $ | +0 $ | +0,0 % |
| JNBA Financial Advisors | 43.184.207 $ | +4.056.219 $ | +10,4 % | 39.127.988 $ | -648.713 $ | -1,6 % | 39.776.701 $ | +285.950 $ | +0,7 % | |||
| Rise Advisors, LLC | 42.676.647 $ | -396.653 $ | -0,9 % | 43.073.300 $ | +7.431.304 $ | +20,8 % | 35.641.996 $ | +1.908.357 $ | +5,7 % | 33.733.639 $ | +31.766.038 $ | +1.614,5 % |
| Argent Trust Co | 42.943.255 $ | +6.127.040 $ | +16,6 % | 36.816.215 $ | +3.379.327 $ | +10,1 % | 33.436.888 $ | +563.199 $ | +1,7 % | |||
| RENAISSANCE TECHNOLOGIES LLC | 17.925.431 $ | -24.808.772 $ | -58,1 % | 42.734.203 $ | +31.337.837 $ | +275,0 % | 11.396.366 $ | -22.397.762 $ | -66,3 % | |||
| ENCOMPASS WEALTH ADVISORS, LLC | 42.553.836 $ | +21.643.459 $ | +103,5 % | 20.910.377 $ | +1.677.759 $ | +8,7 % | 19.232.618 $ | +533.385 $ | +2,9 % | 18.699.233 $ | +776.821 $ | +4,3 % |
| Rakuten Investment Management, Inc. | 30.988.240 $ | -11.543.836 $ | -27,1 % | 42.532.076 $ | +21.266.038 $ | +100,0 % | 21.266.038 $ | -58.196.517 $ | -73,2 % | |||
| IMC-Chicago, LLC | 42.505.762 $ | +29.520.094 $ | +227,3 % | 12.985.668 $ | +12.318.160 $ | +1.845,4 % | 667.508 $ | -13.080.745 $ | -95,1 % | |||
| LOWE BROCKENBROUGH & CO INC | 42.412.240 $ | +8.203.657 $ | +24,0 % | 34.208.583 $ | +1.400.447 $ | +4,3 % | 32.808.136 $ | +2.889.022 $ | +9,7 % | |||
| U.S. Capital Wealth Advisors, LLC | 42.411.994 $ | +5.946.656 $ | +16,3 % | 36.465.338 $ | +1.292.807 $ | +3,7 % | ||||||
| tru Independence LLC | 40.920.978 $ | -1.450.376 $ | -3,4 % | 42.371.354 $ | +6.750.011 $ | +18,9 % | 35.621.343 $ | +578.010 $ | +1,6 % | 35.043.333 $ | +2.367.234 $ | +7,2 % |
| Tortoise Investment Management, LLC | 42.173.841 $ | +4.562.948 $ | +12,1 % | 37.610.893 $ | +1.229.463 $ | +3,4 % | 36.381.430 $ | +536.009 $ | +1,5 % | |||
| Fifth Third Wealth Advisors LLC | 42.162.219 $ | +6.522.370 $ | +18,3 % | 35.639.849 $ | +5.429.842 $ | +18,0 % | 30.210.007 $ | +5.362.542 $ | +21,6 % | |||
| CUTLER INVESTMENT COUNSEL LLC | 42.146.132 $ | +4.300.065 $ | +11,4 % | 37.846.067 $ | -611.230 $ | -1,6 % | 38.457.297 $ | +609.375 $ | +1,6 % | |||
| Cascade Financial Partners, LLC | 42.125.332 $ | +6.815.114 $ | +19,3 % | 35.310.218 $ | +1.242.990 $ | +3,6 % | 34.067.228 $ | +820.486 $ | +2,5 % | |||
| HCR Wealth Advisors | 41.911.753 $ | +70.398 $ | +0,2 % | 41.841.355 $ | +4.525.130 $ | +12,1 % | 37.316.225 $ | +592.764 $ | +1,6 % | 36.723.461 $ | +844.249 $ | +2,4 % |
| PYA Waltman Capital, LLC | 35.779.112 $ | +6.141.939 $ | +20,7 % | 29.637.173 $ | -12.244.778 $ | -29,2 % | 41.881.951 $ | +10.204.664 $ | +32,2 % | |||
| CFS Investment Advisory Services, LLC | 16.163.561 $ | -11.295.260 $ | -41,1 % | 27.458.821 $ | -6.285.217 $ | -18,6 % | 33.744.038 $ | -8.125.957 $ | -19,4 % | 41.869.995 $ | +5.498.897 $ | +15,1 % |
| ALTFEST L J & CO INC | 40.606.822 $ | -1.256.024 $ | -3,0 % | 41.862.846 $ | +20.197.985 $ | +93,2 % | 21.664.861 $ | -616.002 $ | -2,8 % | |||
| HUNTINGTON NATIONAL BANK | 41.851.566 $ | +748.425 $ | +1,8 % | 41.103.141 $ | +24.609.826 $ | +149,2 % | 16.493.315 $ | +978.162 $ | +6,3 % | |||
| Hibernia Wealth Partners, LLC | 22.973.010 $ | -18.155.787 $ | -44,1 % | 41.128.797 $ | -620.678 $ | -1,5 % | 41.749.475 $ | +21.345.944 $ | +104,6 % | |||
| Jacobi Capital Management LLC | 41.523.270 $ | +3.340.817 $ | +8,7 % | 38.182.453 $ | +4.940.770 $ | +14,9 % | 33.241.683 $ | +7.432.832 $ | +28,8 % | |||
| Chris Bulman Inc | 38.674.324 $ | -2.681.396 $ | -6,5 % | 41.355.720 $ | +6.706.112 $ | +19,4 % | 34.649.608 $ | +6.438.785 $ | +22,8 % | 28.210.823 $ | +5.065.233 $ | +21,9 % |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37.169.568 $ | -4.164.560 $ | -10,1 % | 41.334.128 $ | +27.266.439 $ | +193,8 % | 14.067.689 $ | -5.248.562 $ | -27,2 % | 19.316.251 $ | -1.221.257 $ | -5,9 % |
| SG Americas Securities, LLC | 41.312.000 $ | +30.768.000 $ | +291,8 % | 10.544.000 $ | -20.187.000 $ | -65,7 % | 30.731.000 $ | +24.862.000 $ | +423,6 % | |||
| LMCG INVESTMENTS, LLC | 37.182.363 $ | -3.730.038 $ | -9,1 % | 40.912.401 $ | +4.404.773 $ | +12,1 % | 36.507.628 $ | +2.224.666 $ | +6,5 % | 34.282.962 $ | -302.063 $ | -0,9 % |
| Frederick Financial Consultants, LLC | 40.817.889 $ | +5.704.198 $ | +16,2 % | 35.113.691 $ | +1.490.777 $ | +4,4 % | 33.622.914 $ | +2.423.258 $ | +7,8 % | |||
| San Luis Wealth Advisors LLC | 32.466.977 $ | +0 $ | +0,0 % | 32.466.977 $ | -7.779.223 $ | -19,3 % | 40.246.200 $ | -507.886 $ | -1,2 % | 40.754.086 $ | -5.283.669 $ | -11,5 % |
| Tradewinds Capital Management, LLC | 29.741.391 $ | -4.800.833 $ | -13,9 % | 34.542.224 $ | -6.200.389 $ | -15,2 % | 40.742.613 $ | +19.878.826 $ | +95,3 % | |||
| Walkner Condon Financial Advisors LLC | 40.735.733 $ | +4.623.480 $ | +12,8 % | 36.112.253 $ | +1.806.795 $ | +5,3 % | 34.305.458 $ | +4.090.094 $ | +13,5 % | |||
| Traction Financial Partners, LLC | 40.697.726 $ | +5.237.233 $ | +14,8 % | 35.460.493 $ | +7.928.875 $ | +28,8 % | 27.531.618 $ | +2.054.798 $ | +8,1 % | |||
| PCG Wealth Advisors, LLC | 38.835.213 $ | +3.757.969 $ | +10,7 % | 35.077.244 $ | -5.597.738 $ | -13,8 % | 40.674.982 $ | +976.049 $ | +2,5 % | |||
| Total Clarity Wealth Management, Inc. | 40.664.468 $ | +14.032.332 $ | +52,7 % | 26.632.136 $ | +964.455 $ | +3,8 % | 25.667.681 $ | +689.618 $ | +2,8 % | |||
| ST GERMAIN D J CO INC | 40.587.242 $ | +4.407.138 $ | +12,2 % | 36.180.104 $ | +119.177 $ | +0,3 % | 36.060.927 $ | -427.450 $ | -1,2 % | |||
| Brand Asset Management Group, Inc. | 40.511.172 $ | +4.885.225 $ | +13,7 % | 35.625.947 $ | +674.404 $ | +1,9 % | 34.951.543 $ | +388.995 $ | +1,1 % | |||
| CALTON & ASSOCIATES, INC. | 40.479.682 $ | +975.195 $ | +2,5 % | 39.504.487 $ | +1.815.802 $ | +4,8 % | 37.688.685 $ | +2.045.888 $ | +5,7 % | |||
| HARBOR CAPITAL ADVISORS, INC. | 33.998.000 $ | -2.232.000 $ | -6,2 % | 36.230.000 $ | +4.952.000 $ | +15,8 % | 31.278.000 $ | -9.155.000 $ | -22,6 % | 40.433.000 $ | ||
| Range Advisory, LLC | 40.276.708 $ | +14.547.777 $ | +56,5 % | 25.728.931 $ | +8.311.328 $ | +47,7 % | 17.417.603 $ | |||||
| STONEBRIDGE ADVISORS LLC | 40.181.207 $ | +37.121.818 $ | +1.213,4 % | |||||||||
| ROTHSCHILD INVESTMENT LLC | 40.085.029 $ | +3.231.304 $ | +8,8 % | 36.853.725 $ | +1.681.976 $ | +4,8 % | 35.171.749 $ | +796.158 $ | +2,3 % | |||
| Marble Wealth, LLC | 34.682.232 $ | +3.795.224 $ | +12,3 % | 30.887.008 $ | -9.120.558 $ | -22,8 % | 40.007.566 $ | |||||
| BARCLAYS PLC | 39.983.529 $ | +9.060.742 $ | +29,3 % | 30.922.787 $ | +16.857.854 $ | +119,9 % | 14.064.933 $ | -3.427.441 $ | -19,6 % | |||
| Blueprint Investment Partners LLC | 39.765.834 $ | +16.759.897 $ | +72,9 % | 23.005.937 $ | -4.832.019 $ | -17,4 % | 27.837.956 $ | +4.932.904 $ | +21,5 % | |||
| Shepherd Financial Partners LLC | 38.329.469 $ | +198.163 $ | +0,5 % | 38.131.306 $ | -1.616.946 $ | -4,1 % | 39.748.252 $ | +6.227.732 $ | +18,6 % | |||
| Koss-Olinger Consulting, LLC | 3.077.171 $ | -34.569.516 $ | -91,8 % | 37.646.687 $ | -2.036.313 $ | -5,1 % | 39.683.000 $ | +1.826.000 $ | +4,8 % | |||
| Asset Allocation Strategies LLC | 39.478.623 $ | +6.873.622 $ | +21,1 % | 32.605.001 $ | +2.042.206 $ | +6,7 % | 30.562.795 $ | +1.031.796 $ | +3,5 % | 29.530.999 $ | -1.036.857 $ | -3,4 % |
| Crusonia Wealth Advisors LLC | 39.472.000 $ | +4.921.553 $ | +14,2 % | 34.550.447 $ | +1.915.474 $ | +5,9 % | 32.634.973 $ | |||||
| Sharkey, Howes & Javer | 27.479.907 $ | -1.836.246 $ | -6,3 % | 29.316.153 $ | -5.014.850 $ | -14,6 % | 34.331.003 $ | -5.044.737 $ | -12,8 % | 39.375.740 $ | +3.904.634 $ | +11,0 % |
| Legacy Financial Group LLC | 39.357.422 $ | |||||||||||
| TrueWealth Advisors, LLC | 34.761.934 $ | -4.518.434 $ | -11,5 % | 39.280.368 $ | +2.973.489 $ | +8,2 % | 36.306.879 $ | +1.121.788 $ | +3,2 % | 35.185.091 $ | +2.589.791 $ | +7,9 % |
| WealthPLAN Partners, LLC | 28.229.822 $ | -3.004.650 $ | -9,6 % | 31.234.472 $ | -762.774 $ | -2,4 % | 31.997.246 $ | -7.150.459 $ | -18,3 % | 39.147.705 $ | -2.948.007 $ | -7,0 % |
| Symphony Financial Services, Inc. | 39.064.236 $ | +8.026.775 $ | +25,9 % | 31.037.461 $ | +2.266.702 $ | +7,9 % | 28.770.759 $ | +2.292.062 $ | +8,7 % | |||
| StrongBox Wealth, LLC | 38.845.616 $ | +637.181 $ | +1,7 % | 38.208.435 $ | +541.689 $ | +1,4 % | 37.666.746 $ | +1.034.031 $ | +2,8 % | |||
| Impact Partnership Wealth, LLC | 31.802.876 $ | -7.025.270 $ | -18,1 % | 38.828.146 $ | +14.118.539 $ | +57,1 % | 24.709.607 $ | +2.007.502 $ | +8,8 % | |||
| Ullmann Wealth Partners Group, LLC | 38.728.727 $ | +6.054.483 $ | +18,5 % | 32.674.244 $ | -76.940 $ | -0,2 % | 32.751.184 $ | -3.007.610 $ | -8,4 % | |||
| Mach-1 Financial Group, LLC | 33.931.096 $ | +2.111.569 $ | +6,6 % | 31.819.527 $ | -6.808.188 $ | -17,6 % | 38.627.715 $ | +19.560.939 $ | +102,6 % | |||
| Valtinson Bruner Financial Planning LLC | 38.570.518 $ | +5.283.968 $ | +15,9 % | 33.286.550 $ | +1.396.874 $ | +4,4 % | 31.889.676 $ | -2.206.696 $ | -6,5 % | |||
| FUKOKU MUTUAL LIFE INSURANCE CO | 38.535.760 $ | +15.013.560 $ | +63,8 % | 23.522.200 $ | -232.400 $ | -1,0 % | 23.754.600 $ | +58.100 $ | +0,2 % | |||
| KPP Advisory Services LLC | 38.486.622 $ | +4.669.540 $ | +13,8 % | 33.817.082 $ | +3.627.234 $ | +12,0 % | 30.189.848 $ | +2.327.718 $ | +8,4 % | |||
| Key Client Fiduciary Advisors, LLC | 36.734.213 $ | -1.656.437 $ | -4,3 % | 38.390.650 $ | +4.939.547 $ | +14,8 % | 33.451.103 $ | +865.739 $ | +2,7 % | 32.585.364 $ | +658.630 $ | +2,1 % |
| Garden State Investment Advisory Services LLC | 38.373.650 $ | +4.556.013 $ | +13,5 % | 33.817.637 $ | +1.822.355 $ | +5,7 % | 31.995.282 $ | -1.050.736 $ | -3,2 % | |||
| Sepio Capital, LP | 38.264.583 $ | +7.080.488 $ | +22,7 % | 31.184.095 $ | +1.797.446 $ | +6,1 % | 29.386.649 $ | -7.768.855 $ | -20,9 % | 37.155.504 $ | +2.862.029 $ | +8,3 % |
| Symphony Financial, Ltd. Co. | 38.240.151 $ | +14.427.869 $ | +60,6 % | 23.812.282 $ | +5.952.165 $ | +33,3 % | 17.860.117 $ | +3.140.805 $ | +21,3 % | 14.719.312 $ | -3.535.683 $ | -19,4 % |
| Signal Advisors Wealth, LLC | 38.223.221 $ | +2.163.524 $ | +6,0 % | 36.059.697 $ | +9.201.850 $ | +34,3 % | 26.857.847 $ | +4.162.911 $ | +18,3 % | 22.694.936 $ | +1.812.464 $ | +8,7 % |
| IMG Wealth Management, Inc. | 38.005.853 $ | +5.108.476 $ | +15,5 % | 32.897.377 $ | -1.376.714 $ | -4,0 % | 34.274.091 $ | +1.374.221 $ | +4,2 % | |||
| HENGEHOLD CAPITAL MANAGEMENT LLC | 37.527.128 $ | +1.220.070 $ | +3,4 % | 36.307.058 $ | +7.986.639 $ | +28,2 % | 28.320.419 $ | +8.797.001 $ | +45,1 % | 19.523.418 $ | -7.363.639 $ | -27,4 % |
| RETIREMENT INCOME SOLUTIONS, INC | 37.373.175 $ | -36.389 $ | -0,1 % | 37.409.564 $ | +492.491 $ | +1,3 % | 36.917.073 $ | -11.638.794 $ | -24,0 % | |||
| St. Clair Advisors, LLC | 36.244.090 $ | +290.686 $ | +0,8 % | 35.953.404 $ | -1.393.474 $ | -3,7 % | 37.346.878 $ | +539.959 $ | +1,5 % | 36.806.919 $ | +730.988 $ | +2,0 % |
| Sterling Capital Management LLC | 37.329.321 $ | +5.279.544 $ | +16,5 % | 32.049.777 $ | -385.958 $ | -1,2 % | 32.435.735 $ | -24.679.388 $ | -43,2 % | |||
| Cambridge Advisors Inc. | 37.182.927 $ | +501.703 $ | +1,4 % | 36.681.224 $ | +2.948.078 $ | +8,7 % | 33.733.146 $ | +105.551 $ | +0,3 % | 33.627.595 $ | +837.015 $ | +2,6 % |
| Ayalon Insurance Comp Ltd. | 29.369.000 $ | -7.793.000 $ | -21,0 % | 37.162.000 $ | +9.673.000 $ | +35,2 % | 27.489.000 $ | +8.010.000 $ | +41,1 % | 19.479.000 $ | +6.590.000 $ | +51,1 % |
| Foster Group, Inc. | 37.028.951 $ | -124.810 $ | -0,3 % | 37.153.761 $ | +4.602.152 $ | +14,1 % | 32.551.609 $ | +546.622 $ | +1,7 % | 32.004.987 $ | +618.980 $ | +2,0 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 37.112.759 $ | +37.025.719 $ | +42.538,7 % | 87.040 $ | +30.502 $ | +53,9 % | 56.538 $ | +1.251 $ | +2,3 % | |||
| XCELSIOR ADVISOR PARTNERS LLC | 37.111.439 $ | +35.912.896 $ | +2.996,4 % | 1.198.543 $ | +305.201 $ | +34,2 % | 893.342 $ | |||||
| LYNCH & ASSOCIATES/IN | 37.083.999 $ | +31.221.940 $ | +532,6 % | 5.862.059 $ | +1.700.407 $ | +40,9 % | 4.161.652 $ | +1.135.987 $ | +37,5 % | 3.025.665 $ | +345.557 $ | +12,9 % |
| GENESIS PRIVATE WEALTH, LLC | 37.062.172 $ | +7.167.151 $ | +24,0 % | 29.895.021 $ | +1.271.045 $ | +4,4 % | 28.623.976 $ | +5.562.469 $ | +24,1 % | |||
| FULTON BANK, N.A. | 37.049.703 $ | +17.169.230 $ | +86,4 % | 19.880.473 $ | +13.252.968 $ | +200,0 % | 6.627.505 $ | +4.275.948 $ | +181,8 % | 2.351.557 $ | +1.097.166 $ | +87,5 % |
| Rockbridge Investment Management, LCC | 37.020.722 $ | +6.035.346 $ | +19,5 % | 30.985.376 $ | +1.834.571 $ | +6,3 % | 29.150.805 $ | +2.417.911 $ | +9,0 % | |||
| Davidson Capital Management Inc. | 34.099.892 $ | -2.758.529 $ | -7,5 % | 36.858.421 $ | +10.689.368 $ | +40,8 % | 26.169.053 $ | +25.469.837 $ | +3.642,6 % | 699.216 $ | ||
| Soltis Investment Advisors LLC | 36.828.822 $ | +3.323.864 $ | +9,9 % | 33.504.958 $ | -1.316.706 $ | -3,8 % | 34.821.664 $ | -335.639 $ | -1,0 % | |||
| Altus Wealth Group LLC | 32.680.052 $ | -3.709.969 $ | -10,2 % | 36.390.021 $ | +5.909.628 $ | +19,4 % | 30.480.393 $ | -6.231.931 $ | -17,0 % | 36.712.324 $ | -926.960 $ | -2,5 % |
| NOMURA ASSET MANAGEMENT CO LTD | 36.711.062 $ | +18.186.667 $ | +98,2 % | 18.524.395 $ | +16.769.839 $ | +955,8 % | 1.754.556 $ | +1.384.562 $ | +374,2 % | |||
| WELLINGTON MANAGEMENT GROUP LLP | 36.674.262 $ | +3.182.754 $ | +9,5 % | 33.491.508 $ | +7.737.508 $ | +30,0 % | 25.754.000 $ | -22.564.558 $ | -46,7 % | |||
| ABLE Financial Group, LLC | 19.961.801 $ | -5.919.353 $ | -22,9 % | 25.881.154 $ | +2.930.015 $ | +12,8 % | 22.951.139 $ | -13.697.883 $ | -37,4 % | 36.649.022 $ | +1.015.141 $ | +2,8 % |
| Oxford Wealth Group, LLC | 36.564.625 $ | +7.305.382 $ | +25,0 % | 29.259.243 $ | -4.340.892 $ | -12,9 % | 33.600.135 $ | |||||
| TITLEIST ASSET MANAGEMENT, LLC | 36.470.663 $ | +2.198.799 $ | +6,4 % | 34.271.864 $ | +5.497.403 $ | +19,1 % | 28.774.461 $ | +2.329.460 $ | +8,8 % | 26.445.001 $ | +9.273.505 $ | +54,0 % |
| Krilogy Financial LLC | 36.470.076 $ | +2.342.729 $ | +6,9 % | 34.127.347 $ | +2.875.590 $ | +9,2 % | 31.251.757 $ | -2.361.726 $ | -7,0 % | 33.613.483 $ | -5.287.279 $ | -13,6 % |
| Turim 21 Investimentos Ltda. | 36.353.174 $ | +35.872.527 $ | +7.463,4 % | 480.647 $ | -14.194.823 $ | -96,7 % | 14.675.470 $ | +1.508.808 $ | +11,5 % | |||
| Falcon Wealth Planning | 36.338.115 $ | +1.751.689 $ | +5,1 % | 34.586.426 $ | +2.115.562 $ | +6,5 % | 32.470.864 $ | +1.928.860 $ | +6,3 % | |||
| HBK Sorce Advisory LLC | 36.319.012 $ | +1.392.590 $ | +4,0 % | 34.926.422 $ | +862.660 $ | +2,5 % | 34.063.762 $ | +4.601.928 $ | +15,6 % | |||
| Kera Capital Partners, Inc. | 36.315.203 $ | +4.389.307 $ | +13,7 % | 31.925.896 $ | +5.877.083 $ | +22,6 % | 26.048.813 $ | +4.628.277 $ | +21,6 % | |||
| Crescent Grove Advisors, LLC | 35.760.442 $ | -518.250 $ | -1,4 % | 36.278.692 $ | +2.761.863 $ | +8,2 % | 33.516.829 $ | +7.210.566 $ | +27,4 % | 26.306.263 $ | +1.226.959 $ | +4,9 % |
| PTM WEALTH MANAGEMENT, LLC | 36.206.921 $ | +4.243.682 $ | +13,3 % | 31.963.239 $ | +7.131.270 $ | +28,7 % | 24.831.969 $ | +1.626.489 $ | +7,0 % | |||
| FIRST HAWAIIAN BANK | 36.173.838 $ | +4.840.945 $ | +15,5 % | 31.332.893 $ | +3.186.369 $ | +11,3 % | 28.146.524 $ | +200.175 $ | +0,7 % | 27.946.349 $ | +1.822.643 $ | +7,0 % |
| McCarthy Asset Management, Inc. | 36.137.848 $ | -19.020 $ | -0,1 % | 36.156.868 $ | +937.810 $ | +2,7 % | 35.219.058 $ | +9.068.513 $ | +34,7 % | |||
| KFG WEALTH MANAGEMENT, LLC | 31.487.266 $ | +2.159.893 $ | +7,4 % | 29.327.373 $ | +4.447.687 $ | +17,9 % | 24.879.686 $ | -11.138.267 $ | -30,9 % | 36.017.953 $ | +3.917.262 $ | +12,2 % |
| Advyzon Investment Management, LLC | 36.010.385 $ | +2.049.873 $ | +6,0 % | 33.960.512 $ | +7.442.502 $ | +28,1 % | 26.518.010 $ | +7.962.715 $ | +42,9 % | |||
| Moors & Cabot, Inc. | 35.936.732 $ | +2.339.166 $ | +7,0 % | 33.597.566 $ | +718.318 $ | +2,2 % | 32.879.248 $ | +1.756.076 $ | +5,6 % | |||
| Wealth Science Advisors LLC | 35.897.392 $ | +2.110.751 $ | +6,2 % | 33.786.641 $ | +4.085.370 $ | +13,8 % | 29.701.271 $ | +22.183 $ | +0,1 % | 29.679.088 $ | ||
| PENNEY FINANCIAL, LLC | 35.884.001 $ | +25.961.091 $ | +261,6 % | 9.922.910 $ | +3.871.557 $ | +64,0 % | 6.051.353 $ | +454.005 $ | +8,1 % | 5.597.348 $ | +431.983 $ | +8,4 % |
| Fermata Advisors, LLC | 34.227.047 $ | -1.434.697 $ | -4,0 % | 35.661.744 $ | -143.867 $ | -0,4 % | 35.805.611 $ | +2.186.158 $ | +6,5 % | 33.619.453 $ | +325.715 $ | +1,0 % |
| Americana Partners, LLC | 33.413.623 $ | -2.387.529 $ | -6,7 % | 35.801.152 $ | +2.706.655 $ | +8,2 % | 33.094.497 $ | +16.313.559 $ | +97,2 % | |||
| PRECEDENT WEALTH PARTNERS, LLC | 35.799.808 $ | +2.572.841 $ | +7,7 % | 33.226.967 $ | +7.878.130 $ | +31,1 % | 25.348.837 $ | +5.592.297 $ | +28,3 % | 19.756.540 $ | +2.671.281 $ | +15,6 % |
| Southland Equity Partners LLC | 35.783.296 $ | +1.211.380 $ | +3,5 % | 34.571.916 $ | +5.259.865 $ | +17,9 % | 29.312.051 $ | +2.764.775 $ | +10,4 % | 26.547.276 $ | +286.407 $ | +1,1 % |
| Sumitomo Mitsui Trust Group, Inc. | 35.742.478 $ | +2.605.648 $ | +7,9 % | 33.136.830 $ | +1.314.210 $ | +4,1 % | 31.822.620 $ | -740.739 $ | -2,3 % | |||
| MONTAG A & ASSOCIATES INC | 35.563.556 $ | +19.609.750 $ | +122,9 % | 15.953.806 $ | -823.685 $ | -4,9 % | 16.777.491 $ | -3.301.661 $ | -16,4 % | |||
| Banco Santander, S.A. | 35.488.929 $ | +27.491.731 $ | +343,8 % | 7.997.198 $ | +1.572.996 $ | +24,5 % | 6.424.202 $ | +5.298.291 $ | +470,6 % | |||
| Plan Group Financial, LLC | 35.352.154 $ | +1.176.491 $ | +3,4 % | 34.175.663 $ | +7.609.631 $ | +28,6 % | 26.566.032 $ | +3.608.849 $ | +15,7 % | 22.957.183 $ | +2.235.331 $ | +10,8 % |
| Founders Financial Alliance, LLC | 35.336.483 $ | +15.125.850 $ | +74,8 % | 20.210.633 $ | -1.686.883 $ | -7,7 % | 21.897.516 $ | +1.344.981 $ | +6,5 % | |||
| ODonnell Financial Services, LLC | 34.952.315 $ | +5.285.550 $ | +17,8 % | 29.666.765 $ | +6.980 $ | +0,0 % | 29.659.785 $ | +1.124.980 $ | +3,9 % | |||
| Columbus Macro, LLC | 34.937.923 $ | +645.634 $ | +1,9 % | 34.292.289 $ | +2.804.902 $ | +8,9 % | 31.487.387 $ | +1.430.972 $ | +4,8 % | 30.056.415 $ | +2.997.757 $ | +11,1 % |
| WJ Wealth Management, LLC | 30.103.555 $ | +553.966 $ | +1,9 % | 29.549.589 $ | -5.239.507 $ | -15,1 % | 34.789.096 $ | -5.461.330 $ | -13,6 % | |||
| Mountain Capital Investment Advisors Inc. | 32.816.572 $ | +579.860 $ | +1,8 % | 32.236.712 $ | -2.465.055 $ | -7,1 % | 34.701.767 $ | +2.724.643 $ | +8,5 % | |||
| Towercrest Capital Management | 34.690.869 $ | +6.138.101 $ | +21,5 % | 28.552.768 $ | +1.897.448 $ | +7,1 % | 26.655.320 $ | -144.276 $ | -0,5 % | |||
| SkyOak Wealth, LLC | 34.642.803 $ | +2.440.282 $ | +7,6 % | 32.202.521 $ | +503.276 $ | +1,6 % | 31.699.245 $ | +1.230.237 $ | +4,0 % | |||
| Rooted Wealth Advisors, Inc. | 34.562.946 $ | +2.653.427 $ | +8,3 % | 31.909.519 $ | -2.326.844 $ | -6,8 % | 34.236.363 $ | +1.983.230 $ | +6,1 % | |||
| Inherent Management Corp. | 34.428.718 $ | +5.440.269 $ | +18,8 % | 28.988.449 $ | +1.051.481 $ | +3,8 % | 27.936.968 $ | +540.286 $ | +2,0 % | |||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 33.214.930 $ | -1.201.876 $ | -3,5 % | 34.416.806 $ | +5.158.723 $ | +17,6 % | 29.258.083 $ | +802.256 $ | +2,8 % | 28.455.827 $ | ||
| WESTWOOD HOLDINGS GROUP INC | 33.353.162 $ | +3.364.921 $ | +11,2 % | 29.988.241 $ | -4.413.648 $ | -12,8 % | 34.401.889 $ | +207.889 $ | +0,6 % | |||
| CGN Advisors LLC | 33.987.978 $ | -297.499 $ | -0,9 % | 34.285.477 $ | +2.507.991 $ | +7,9 % | 31.777.486 $ | +53.984 $ | +0,2 % | 31.723.502 $ | +701.468 $ | +2,3 % |
| Stratos Investment Management, LLC | 5.624.535 $ | -12.283.088 $ | -68,6 % | 17.907.623 $ | -16.343.109 $ | -47,7 % | 34.250.732 $ | -16.005.049 $ | -31,8 % | |||
| Affinity Capital Advisors, LLC | 33.463.981 $ | -733.854 $ | -2,1 % | 34.197.835 $ | +5.964.833 $ | +21,1 % | 28.233.002 $ | +2.584.804 $ | +10,1 % | 25.648.198 $ | +2.863.080 $ | +12,6 % |
| LAKE STREET PRIVATE WEALTH, LLC | 29.064.036 $ | -5.083.749 $ | -14,9 % | 34.147.785 $ | +865.335 $ | +2,6 % | 33.282.450 $ | +3.528.600 $ | +11,9 % | 29.753.850 $ | +990.185 $ | +3,4 % |
| EVOLVE PRIVATE WEALTH, LLC | 34.115.425 $ | +1.697.614 $ | +5,2 % | 32.417.811 $ | -1.075.392 $ | -3,2 % | 33.493.203 $ | |||||
| Colonial River Investments, LLC | 34.081.534 $ | +4.306.540 $ | +14,5 % | 29.774.994 $ | +7.397.785 $ | +33,1 % | 22.377.209 $ | -9.005.266 $ | -28,7 % | 31.382.475 $ | +905.622 $ | +3,0 % |
| Sterling Investment Counsel, LLC | 33.998.985 $ | +1.647.043 $ | +5,1 % | 32.351.942 $ | +1.073.701 $ | +3,4 % | 31.278.241 $ | +2.410.471 $ | +8,4 % | 28.867.770 $ | +604.926 $ | +2,1 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 32.652.377 $ | +1.696.799 $ | +5,5 % | 30.955.578 $ | -3.039.693 $ | -8,9 % | 33.995.271 $ | +686.199 $ | +2,1 % | |||
| Horst & Graben Wealth Management LLC | 16.389.799 $ | -2.470.925 $ | -13,1 % | 18.860.724 $ | -15.129.464 $ | -44,5 % | 33.990.188 $ | +5.643.066 $ | +19,9 % | |||
| PRUDENTIAL FINANCIAL INC | 33.936.566 $ | +19.442.515 $ | +134,1 % | 14.494.051 $ | -119.471 $ | -0,8 % | 14.613.522 $ | -73.454 $ | -0,5 % | |||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 33.906.412 $ | |||||||||||
| Align Financial, LLC | 116.248 $ | +76.514 $ | +192,6 % | 39.734 $ | +4.547 $ | +12,9 % | 35.187 $ | -33.854.813 $ | -99,9 % | 33.890.000 $ | ||
| Financial Strategies Group, Inc. | 18.250.527 $ | -15.623.615 $ | -46,1 % | 33.874.142 $ | +3.228.987 $ | +10,5 % | 30.645.155 $ | +941.521 $ | +3,2 % | |||
| Sandbox Financial Partners, LLC | 33.865.136 $ | +1.888.512 $ | +5,9 % | 31.976.624 $ | -3.111.658 $ | -8,9 % | ||||||
| Frisch Financial Group, Inc. | 23.469.350 $ | +497.417 $ | +2,2 % | 22.971.933 $ | -10.805.094 $ | -32,0 % | 33.777.027 $ | -12.350.442 $ | -26,8 % | |||
| Financial Council, LLC | 33.763.336 $ | +6.459.905 $ | +23,7 % | 27.303.431 $ | -291.765 $ | -1,1 % | 27.595.196 $ | +3.829.931 $ | +16,1 % | |||
| American Trust | 31.131.642 $ | -2.010.286 $ | -6,1 % | 33.141.928 $ | -617.811 $ | -1,8 % | 33.759.739 $ | -923.036 $ | -2,7 % | |||
| SUMMIT WEALTH GROUP LLC / CO | 33.754.208 $ | +5.145.549 $ | +18,0 % | 28.608.659 $ | +3.437.053 $ | +13,7 % | 25.171.606 $ | +4.518.700 $ | +21,9 % | |||
| Compound Planning, Inc. | 33.742.255 $ | +3.336.674 $ | +11,0 % | 30.405.581 $ | +2.926.414 $ | +10,6 % | 27.479.167 $ | -328.110 $ | -1,2 % | |||
| Roberts Wealth Advisors, LLC | 33.545.240 $ | +234.450 $ | +0,7 % | 33.310.790 $ | +1.047.070 $ | +3,2 % | 32.263.720 $ | +2.808.561 $ | +9,5 % | 29.455.159 $ | +4.527.719 $ | +18,2 % |
| Bernardo Wealth Planning LLC | 30.910.973 $ | +47.994 $ | +0,2 % | 30.862.979 $ | -2.674.682 $ | -8,0 % | 33.537.661 $ | -128.310 $ | -0,4 % | |||
| Aspire Capital Advisors LLC | 33.533.288 $ | +4.133.192 $ | +14,1 % | 29.400.096 $ | +307.128 $ | +1,1 % | 29.092.968 $ | +213.495 $ | +0,7 % | |||
| Capital Planning Advisors, LLC | 33.493.912 $ | +1.845.871 $ | +5,8 % | 31.648.041 $ | +9.047.157 $ | +40,0 % | ||||||
| Quadrature Capital Ltd | 33.383.841 $ | +27.031.323 $ | +425,5 % | 6.352.518 $ | +6.131.357 $ | +2.772,4 % | 221.161 $ | -12.057.656 $ | -98,2 % | |||
| SMART Wealth LLC | 33.337.040 $ | +17.144.037 $ | +105,9 % | 16.193.003 $ | -216.821 $ | -1,3 % | 16.409.824 $ | -106.701 $ | -0,6 % | |||
| FIDUCIARY FINANCIAL ADVISORS | 33.329.677 $ | +32.034.999 $ | +2.474,4 % | 1.294.678 $ | ||||||||
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 29.715.651 $ | -1.027.908 $ | -3,3 % | 30.743.559 $ | -2.576.400 $ | -7,7 % | 33.319.959 $ | +231.613 $ | +0,7 % | |||
| Summit Wealth Partners, LLC | 33.135.418 $ | -160.792 $ | -0,5 % | 33.296.210 $ | +59.384 $ | +0,2 % | 33.236.826 $ | +684.622 $ | +2,1 % | |||
| Global Wealth Management Investment Advisory, Inc. | 33.291.651 $ | +3.245.039 $ | +10,8 % | 30.046.612 $ | +1.068.923 $ | +3,7 % | 28.977.689 $ | +2.863.920 $ | +11,0 % | |||
| WEALTH ALLIANCE, LLC | 33.191.314 $ | +4.176.862 $ | +14,4 % | 29.014.452 $ | +1.591.102 $ | +5,8 % | 27.423.350 $ | +5.820.871 $ | +26,9 % | |||
| ADE, LLC | 33.174.970 $ | +5.208.249 $ | +18,6 % | 27.966.721 $ | +318.253 $ | +1,2 % | 27.648.468 $ | +1.393.129 $ | +5,3 % | |||
| Keating Financial Advisory Services, Inc. | 32.976.674 $ | +14.043.604 $ | +74,2 % | 18.933.070 $ | +88.218 $ | +0,5 % | 18.844.852 $ | |||||
| Wilmington Savings Fund Society, FSB | 28.704.718 $ | -2.205.427 $ | -7,1 % | 30.910.145 $ | -2.041.676 $ | -6,2 % | 32.951.821 $ | -2.709.615 $ | -7,6 % | |||
| Carrera Capital Advisors | 21.983.035 $ | -10.953.841 $ | -33,3 % | 32.936.876 $ | +5.694.241 $ | +20,9 % | 27.242.635 $ | +1.639.599 $ | +6,4 % | |||
| State of Tennessee, Department of Treasury | 32.850.951 $ | +23.065.645 $ | +235,7 % | 9.785.306 $ | -10.004.467 $ | -50,6 % | ||||||
| Stone House Investment Management, LLC | 24.707.066 $ | -6.831.969 $ | -21,7 % | 31.539.035 $ | -1.256.713 $ | -3,8 % | 32.795.748 $ | +6.571.259 $ | +25,1 % | |||
| Integrated Advisors Network LLC | 21.307.707 $ | +1.255.737 $ | +6,3 % | 20.051.970 $ | +1.806.101 $ | +9,9 % | 18.245.869 $ | -14.520.198 $ | -44,3 % | 32.766.067 $ | -24.984.166 $ | -43,3 % |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32.754.054 $ | +4.891.607 $ | +17,6 % | 27.862.447 $ | +5.892.598 $ | +26,8 % | 21.969.849 $ | +855.146 $ | +4,1 % | |||
| Comprehensive Wealth Management, LLC | 32.744.056 $ | +7.798.172 $ | +31,3 % | 24.945.884 $ | +11.698.444 $ | +88,3 % | 13.247.440 $ | +6.163.310 $ | +87,0 % | |||
| Wilkerson Advisory Group LLC | 3.391.197 $ | -30.661 $ | -0,9 % | 3.421.858 $ | -151.134 $ | -4,2 % | 3.572.992 $ | -29.166.292 $ | -89,1 % | 32.739.284 $ | ||
| Grove Bank & Trust | 31.388.549 $ | -1.325.977 $ | -4,1 % | 32.714.526 $ | +6.572.423 $ | +25,1 % | 26.142.103 $ | +1.779.399 $ | +7,3 % | 24.362.704 $ | +250.610 $ | +1,0 % |
| Procyon Advisors, LLC | 29.731.416 $ | -2.971.979 $ | -9,1 % | 32.703.395 $ | +1.846.282 $ | +6,0 % | 30.857.113 $ | +2.367.635 $ | +8,3 % | 28.489.478 $ | +1.107.656 $ | +4,0 % |
| VALLEY NATIONAL ADVISERS INC | 32.695.624 $ | +3.667.624 $ | +12,6 % | 29.028.000 $ | +23.452.000 $ | +420,6 % | 5.576.000 $ | -248.000 $ | -4,3 % | |||
| FIRST AMERICAN TRUST, FSB | 32.686.476 $ | +14.972.464 $ | +84,5 % | 17.714.012 $ | +16.771.777 $ | +1.780,0 % | 942.235 $ | +708.738 $ | +303,5 % | |||
| Elmwood Wealth Management, Inc. | 32.562.003 $ | +3.251.254 $ | +11,1 % | 29.310.749 $ | +4.937.252 $ | +20,3 % | 24.373.497 $ | +7.285.262 $ | +42,6 % | 17.088.235 $ | +682.708 $ | +4,2 % |
| Lee Financial Co | 30.859.794 $ | -1.436.512 $ | -4,4 % | 32.296.306 $ | +398.989 $ | +1,3 % | 31.897.317 $ | +3.554.386 $ | +12,5 % | 28.342.931 $ | -1.419.641 $ | -4,8 % |
| PRIVATE TRUST CO NA | 32.230.310 $ | +1.673.248 $ | +5,5 % | 30.557.062 $ | +2.494.855 $ | +8,9 % | 28.062.207 $ | +953.524 $ | +3,5 % | 27.108.683 $ | +1.488.067 $ | +5,8 % |
| Maia Wealth LLC | 28.408.535 $ | -3.787.405 $ | -11,8 % | 32.195.940 $ | +3.343.335 $ | +11,6 % | 28.852.605 $ | -2.713.104 $ | -8,6 % | 31.565.709 $ | -590.696 $ | -1,8 % |
| Stonebridge Financial Group, LLC/CA | 32.129.000 $ | |||||||||||
| CORNERSTONE ENTERPRISES, LLC | 20.586.640 $ | -11.460.682 $ | -35,8 % | 32.047.322 $ | +1.785.983 $ | +5,9 % | 30.261.339 $ | -815.344 $ | -2,6 % | 31.076.683 $ | +1.317.247 $ | +4,4 % |
| TRUE Private Wealth Advisors | 27.306.763 $ | -4.677.383 $ | -14,6 % | 31.984.146 $ | +23.439.725 $ | +274,3 % | 8.544.421 $ | +493.554 $ | +6,1 % | 8.050.867 $ | +764.205 $ | +10,5 % |
| Madison Wealth Partners, Inc | 31.953.122 $ | +6.143.141 $ | +23,8 % | 25.809.981 $ | +587.318 $ | +2,3 % | 25.222.663 $ | +23.423.816 $ | +1.302,2 % | |||
| FLAGSTAR SECURITIES, INC | 31.579.555 $ | -319.627 $ | -1,0 % | 31.899.182 $ | +1.753.097 $ | +5,8 % | 30.146.085 $ | -862.162 $ | -2,8 % | 31.008.247 $ | -912.073 $ | -2,9 % |
| OVERSEA-CHINESE BANKING Corp Ltd | 19.444.464 $ | -12.438.733 $ | -39,0 % | 31.883.197 $ | ||||||||
| IAM Advisory, LLC | 31.863.830 $ | +4.331.170 $ | +15,7 % | 27.532.660 $ | -3.193.831 $ | -10,4 % | 30.726.491 $ | +12.846.494 $ | +71,8 % | |||
| Nan Shan Life Insurance Co., Ltd. | 18.708.337 $ | -13.132.957 $ | -41,2 % | 31.841.294 $ | ||||||||
| McKinley Carter Wealth Services, Inc. | 24.795.686 $ | -356.248 $ | -1,4 % | 25.151.934 $ | +2.889.843 $ | +13,0 % | 22.262.091 $ | -9.578.867 $ | -30,1 % | 31.840.958 $ | -7.137.260 $ | -18,3 % |
| Prota Financial, LLC | 22.739.804 $ | +1.602.117 $ | +7,6 % | 21.137.687 $ | -1.234.606 $ | -5,5 % | 22.372.293 $ | -9.465.131 $ | -29,7 % | 31.837.424 $ | ||
| Trinity Legacy Partners, LLC | 31.774.824 $ | +1.339.979 $ | +4,4 % | 30.434.845 $ | +810.769 $ | +2,7 % | 29.624.076 $ | -2.495.482 $ | -7,8 % | |||
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 31.757.000 $ | +2.646.000 $ | +9,1 % | 29.111.000 $ | +9.561.000 $ | +48,9 % | 19.550.000 $ | |||||
| FISCHER INVESTMENT STRATEGIES, LLC | 31.680.376 $ | +7.436.383 $ | +30,7 % | 24.243.993 $ | -5.707.047 $ | -19,1 % | 29.951.040 $ | -6.255.980 $ | -17,3 % | |||
| ORRSTOWN FINANCIAL SERVICES INC | 31.646.316 $ | +1.307.432 $ | +4,3 % | 30.338.884 $ | +1.672.680 $ | +5,8 % | 28.666.204 $ | +1.435.640 $ | +5,3 % | 27.230.564 $ | +736.690 $ | +2,8 % |
| Maple Capital Management, Inc. | 31.637.867 $ | +10.855.312 $ | +52,2 % | 20.782.555 $ | +19.105.699 $ | +1.139,4 % | 1.676.856 $ | +64.048 $ | +4,0 % | |||
| Lifestyle Asset Management, Inc. | 20.435.220 $ | -1.082.059 $ | -5,0 % | 21.517.279 $ | +1.661.835 $ | +8,4 % | 19.855.444 $ | -11.768.183 $ | -37,2 % | 31.623.627 $ | -11.238.171 $ | -26,2 % |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 31.620.130 $ | +2.325.269 $ | +7,9 % | 29.294.861 $ | +572.965 $ | +2,0 % | 28.721.896 $ | -3.994.134 $ | -12,2 % | |||
| Empowered Funds, LLC | 31.603.054 $ | +609.193 $ | +2,0 % | 30.993.861 $ | +6.773.104 $ | +28,0 % | 24.220.757 $ | +9.914.424 $ | +69,3 % | |||
| Perissos Private Wealth Management, LLC | 31.579.398 $ | +8.193.721 $ | +35,0 % | 23.385.677 $ | +208.916 $ | +0,9 % | 23.176.761 $ | -672.030 $ | -2,8 % | |||
| Sentinel Advisory Group, LLC | 31.128.001 $ | -431.052 $ | -1,4 % | 31.559.053 $ | +4.866.540 $ | +18,2 % | 26.692.513 $ | |||||
| TTP Investments, Inc. | 31.504.311 $ | -27.683.757 $ | -46,8 % | |||||||||
| TRUE BLUE FINANCIAL, LLC | 30.438.060 $ | -913.872 $ | -2,9 % | 31.351.932 $ | +7.704.786 $ | +32,6 % | 23.647.146 $ | +1.462.243 $ | +6,6 % | 22.184.903 $ | ||
| Strategic Family Wealth Counselors, L.L.C. | 31.294.453 $ | +2.152.030 $ | +7,4 % | 29.142.423 $ | -898.233 $ | -3,0 % | 30.040.656 $ | -1.421.122 $ | -4,5 % | |||
| FAGAN ASSOCIATES, INC. | 28.981.844 $ | -2.304.137 $ | -7,4 % | 31.285.981 $ | +1.847.885 $ | +6,3 % | 29.438.096 $ | +2.053.499 $ | +7,5 % | 27.384.597 $ | -629.420 $ | -2,2 % |
| ARVEST INVESTMENTS, INC. | 31.232.458 $ | +988.373 $ | +3,3 % | 30.244.085 $ | +1.129.359 $ | +3,9 % | 29.114.726 $ | +2.558.291 $ | +9,6 % | 26.556.435 $ | -5.017.791 $ | -15,9 % |
| SAGE PRIVATE WEALTH GROUP, LLC | 31.147.040 $ | +3.624.220 $ | +13,2 % | 27.522.820 $ | +5.660.894 $ | +25,9 % | 21.861.926 $ | +2.391.739 $ | +12,3 % | 19.470.187 $ | +663.438 $ | +3,5 % |
| NWAM LLC | 31.136.643 $ | +5.312.463 $ | +20,6 % | 25.824.180 $ | +2.812.369 $ | +12,2 % | 23.011.811 $ | -6.486.891 $ | -22,0 % | |||
| DT Investment Partners, LLC | 30.996.571 $ | +5.158.934 $ | +20,0 % | 25.837.637 $ | +1.891.783 $ | +7,9 % | 23.945.854 $ | +1.327.511 $ | +5,9 % | |||
| JOURNEY STRATEGIC WEALTH LLC | 30.977.374 $ | +1.167.361 $ | +3,9 % | 29.810.013 $ | +1.429.746 $ | +5,0 % | ||||||
| BOKF, NA | 30.888.020 $ | +1.258.878 $ | +4,2 % | 29.629.142 $ | +277.186 $ | +0,9 % | 29.351.956 $ | +1.542.107 $ | +5,5 % | |||
| 15 Wealth Advisors LLC | 30.857.148 $ | |||||||||||
| ACIMA PRIVATE WEALTH, LLC | 30.113.204 $ | -719.326 $ | -2,3 % | 30.832.530 $ | +2.447.883 $ | +8,6 % | 28.384.647 $ | +559.056 $ | +2,0 % | 27.825.591 $ | +1.207.699 $ | +4,5 % |
| Teamwork Financial Advisors, LLC | 26.545.772 $ | -3.245.155 $ | -10,9 % | 29.790.927 $ | +1.935.821 $ | +6,9 % | 27.855.106 $ | -2.878.338 $ | -9,4 % | 30.733.444 $ | -25.463.732 $ | -45,3 % |
| MASON STREET ADVISORS, LLC | 30.657.535 $ | +3.008.550 $ | +10,9 % | 27.648.985 $ | +3.328.601 $ | +13,7 % | 24.320.384 $ | +328.996 $ | +1,4 % | |||
| Goldstein Advisors, LLC | 8.350.964 $ | -22.248.617 $ | -72,7 % | 30.599.581 $ | +427.673 $ | +1,4 % | 30.171.908 $ | -467.912 $ | -1,5 % | 30.639.820 $ | +11.013.627 $ | +56,1 % |
| Accel Wealth Management | 30.620.417 $ | +2.111.468 $ | +7,4 % | 28.508.949 $ | +6.251.690 $ | +28,1 % | 22.257.259 $ | +2.928.141 $ | +15,1 % | 19.329.118 $ | +2.576.693 $ | +15,4 % |
| Visionary Wealth Advisors | 23.572.665 $ | -3.653.167 $ | -13,4 % | 27.225.832 $ | -3.368.496 $ | -11,0 % | 30.594.328 $ | -1.135.968 $ | -3,6 % | |||
| Bull Oak Capital, LLC | 30.531.759 $ | +10.863.067 $ | +55,2 % | 19.668.692 $ | +821.740 $ | +4,4 % | 18.846.952 $ | +918.571 $ | +5,1 % | |||
| Elgethun Capital Management | 30.530.338 $ | +5.322.852 $ | +21,1 % | 25.207.486 $ | +819.287 $ | +3,4 % | 24.388.199 $ | +868.973 $ | +3,7 % | |||
| MBM WEALTH CONSULTANTS, LLC | 30.455.413 $ | +1.829.685 $ | +6,4 % | 28.625.728 $ | +4.220.578 $ | +17,3 % | 24.405.150 $ | +1.082.352 $ | +4,6 % | 23.322.798 $ | +3.238.488 $ | +16,1 % |
| ARQ WEALTH ADVISORS, LLC | 30.454.082 $ | +15.823.971 $ | +108,2 % | 14.630.111 $ | +1.809.584 $ | +14,1 % | 12.820.527 $ | -68.036 $ | -0,5 % | |||
| Hennion & Walsh Asset Management, Inc. | 16.167.748 $ | +510.874 $ | +3,3 % | 15.656.874 $ | +2.095.448 $ | +15,5 % | 13.561.426 $ | -16.882.677 $ | -55,5 % | 30.444.103 $ | +1.756.381 $ | +6,1 % |
| Fiduciary Alliance LLC | 30.347.877 $ | +2.242.870 $ | +8,0 % | 28.105.007 $ | +4.600.508 $ | +19,6 % | 23.504.499 $ | +2.515.318 $ | +12,0 % | 20.989.181 $ | +2.508.859 $ | +13,6 % |
| RATIONAL ADVISORS, INC. | 28.204.926 $ | -2.062.988 $ | -6,8 % | 30.267.914 $ | +2.823.967 $ | +10,3 % | 27.443.947 $ | -8.732.177 $ | -24,1 % | |||
| Marion Wealth Management | 29.867.141 $ | -67.562 $ | -0,2 % | 29.934.703 $ | +2.549.964 $ | +9,3 % | 27.384.739 $ | -2.826.502 $ | -9,4 % | 30.211.241 $ | +2.165.902 $ | +7,7 % |
| RKL Wealth Management LLC | 30.049.269 $ | -115.954 $ | -0,4 % | 30.165.223 $ | +4.679.526 $ | +18,4 % | 25.485.697 $ | -1.199.421 $ | -4,5 % | 26.685.118 $ | +1.814.921 $ | +7,3 % |
| Principle Wealth Partners LLC | 30.117.275 $ | +1.614.054 $ | +5,7 % | 28.503.221 $ | -160.893 $ | -0,6 % | 28.664.114 $ | +105.361 $ | +0,4 % | |||
| Arcus Capital Partners, LLC | 18.367.134 $ | -11.721.987 $ | -39,0 % | 30.089.121 $ | +6.780.018 $ | +29,1 % | 23.309.103 $ | +6.863.857 $ | +41,7 % | |||
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 30.062.000 $ | +4.622.000 $ | +18,2 % | 25.440.000 $ | -4.066.069 $ | -13,8 % | 29.506.069 $ | |||||
| Cercano Management LLC | 25.748.758 $ | -4.307.943 $ | -14,3 % | 30.056.701 $ | +28.545.908 $ | +1.889,5 % | ||||||
| Constellation Investments, Inc. | 30.022.542 $ | +4.530.173 $ | +17,8 % | 25.492.369 $ | +924.669 $ | +3,8 % | 24.567.700 $ | +475.127 $ | +2,0 % | |||
| Ethos Financial Group, LLC | 29.975.730 $ | +1.259.646 $ | +4,4 % | 28.716.084 $ | +8.072.154 $ | +39,1 % | 20.643.930 $ | -9.412.652 $ | -31,3 % | |||
| AssuredPartners Investment Advisors, LLC | 29.958.939 $ | +6.609.176 $ | +28,3 % | 23.349.763 $ | +7.499.206 $ | +47,3 % | 15.850.557 $ | +10.115.948 $ | +176,4 % | |||
| Endowment Wealth Management, Inc. | 29.957.054 $ | +5.158.707 $ | +20,8 % | 24.798.347 $ | +2.149.801 $ | +9,5 % | 22.648.546 $ | +5.952.550 $ | +35,7 % | |||
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 24.022.145 $ | -5.174.401 $ | -17,7 % | 29.196.546 $ | +17.248.022 $ | +144,4 % | 11.948.524 $ | -17.921.691 $ | -60,0 % | 29.870.215 $ | -1.837.635 $ | -5,8 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 29.834.677 $ | +769.265 $ | +2,6 % | 29.065.412 $ | +1.310.163 $ | +4,7 % | 27.755.249 $ | +4.295.791 $ | +18,3 % | |||
| COUNTRY TRUST BANK | 28.302.357 $ | +521.826 $ | +1,9 % | 27.780.531 $ | -2.053.822 $ | -6,9 % | 29.834.353 $ | -124.877 $ | -0,4 % | |||
| Morton Capital Management LLC/CA | 29.834.289 $ | +29.326.090 $ | +5.770,6 % | 508.199 $ | +291.078 $ | +134,1 % | 217.121 $ | |||||
| Auto-Owners Insurance Co | 16.232.000 $ | -13.590.400 $ | -45,6 % | 29.822.400 $ | +4.712.400 $ | +18,8 % | 25.110.000 $ | +910.800 $ | +3,8 % | 24.199.200 $ | +468.000 $ | +2,0 % |
| Three Cord True Wealth Management, LLC | 29.822.126 $ | +4.822.350 $ | +19,3 % | 24.999.776 $ | +1.483.759 $ | +6,3 % | 23.516.017 $ | +7.576.728 $ | +47,5 % | |||
| Harvest Investment Services, LLC | 29.788.597 $ | +4.945.185 $ | +19,9 % | 24.843.412 $ | +453.574 $ | +1,9 % | 24.389.838 $ | +992.269 $ | +4,2 % | |||
| GW HENSSLER & ASSOCIATES LTD | 29.786.002 $ | +2.768.300 $ | +10,2 % | 27.017.702 $ | +7.456.373 $ | +38,1 % | 19.561.329 $ | |||||
| AVAII WEALTH MANAGEMENT, LLC | 28.912.660 $ | -842.836 $ | -2,8 % | 29.755.496 $ | +12.156.566 $ | +69,1 % | 17.598.930 $ | +16.702.336 $ | +1.862,9 % | 896.594 $ | -232.714 $ | -20,6 % |
| XML Financial, LLC | 29.733.242 $ | +1.557.671 $ | +5,5 % | 28.175.571 $ | +2.618.385 $ | +10,2 % | 25.557.186 $ | +717.665 $ | +2,9 % | |||
| Mascoma Wealth Management LLC | 28.419.381 $ | +1.374.854 $ | +5,1 % | 27.044.527 $ | -2.624.976 $ | -8,8 % | 29.669.503 $ | +800.944 $ | +2,8 % | |||
| DE BURLO GROUP INC | 10.533.106 $ | +1.748.094 $ | +19,9 % | 8.785.012 $ | -20.835.481 $ | -70,3 % | 29.620.493 $ | +576.141 $ | +2,0 % | |||
| Longview Financial Advisors, Inc. | 29.618.039 $ | +1.419.753 $ | +5,0 % | 28.198.286 $ | +478.216 $ | +1,7 % | 27.720.070 $ | +2.786.953 $ | +11,2 % | 24.933.117 $ | +1.379.091 $ | +5,9 % |
| Arbor Investment Advisors, LLC | 29.610.572 $ | +2.381.128 $ | +8,7 % | 27.229.444 $ | +1.499.444 $ | +5,8 % | 25.730.000 $ | -310.428 $ | -1,2 % | |||
| Frontier Asset Management, LLC | 29.606.106 $ | +2.420.429 $ | +8,9 % | 27.185.677 $ | +5.631.104 $ | +26,1 % | 21.554.573 $ | +679.567 $ | +3,3 % | |||
| Granite Bay Wealth Management, LLC | 29.606.000 $ | |||||||||||
| OneAscent Financial Services LLC | 29.496.168 $ | +6.788.794 $ | +29,9 % | 22.707.374 $ | +9.872.634 $ | +76,9 % | 12.834.740 $ | -13.751.484 $ | -51,7 % | |||
| Greenbush Financial Group, LLC | 29.156.642 $ | +181.670 $ | +0,6 % | 28.974.972 $ | +3.726.374 $ | +14,8 % | 25.248.598 $ | -4.187.528 $ | -14,2 % | 29.436.126 $ | +3.060.870 $ | +11,6 % |
| ASHTON THOMAS SECURITIES, LLC | 14.649.878 $ | -14.720.308 $ | -50,1 % | 29.370.186 $ | +19.010.079 $ | +183,5 % | 10.360.107 $ | -14.997.402 $ | -59,1 % | |||
| Polianta Ltd | 29.318.000 $ | +1.711.000 $ | +6,2 % | 27.607.000 $ | -1.475.000 $ | -5,1 % | 29.082.000 $ | +12.915.000 $ | +79,9 % | |||
| Blue Chip Partners, LLC | 29.280.706 $ | +2.812.605 $ | +10,6 % | 26.468.101 $ | +1.637.602 $ | +6,6 % | 24.830.499 $ | +987.022 $ | +4,1 % | |||
| Beaumont Financial Advisors, LLC | 20.042.340 $ | +2.328.307 $ | +13,1 % | 17.714.033 $ | -11.560.724 $ | -39,5 % | 29.274.757 $ | +990.872 $ | +3,5 % | |||
| Atlas Wealth LLC | 29.192.019 $ | +1.120.151 $ | +4,0 % | 28.071.868 $ | +270.584 $ | +1,0 % | 27.801.284 $ | +3.656.768 $ | +15,1 % | |||
| Physician Wealth Advisors, Inc. | 3.338.675 $ | -12.611.088 $ | -79,1 % | 15.949.763 $ | +1.244.521 $ | +8,5 % | 14.705.242 $ | -14.483.043 $ | -49,6 % | 29.188.285 $ | +5.015.661 $ | +20,7 % |
| WEATHERLY ASSET MANAGEMENT L. P. | 29.098.722 $ | +917.300 $ | +3,3 % | 28.181.422 $ | +1.003.115 $ | +3,7 % | 27.178.307 $ | +584.555 $ | +2,2 % | 26.593.752 $ | +260.488 $ | +1,0 % |
| INSPIRE TRUST CO, N.A. | 28.994.000 $ | +4.581.500 $ | +18,8 % | 24.412.500 $ | +4.974.425 $ | +25,6 % | 19.438.075 $ | +3.946.875 $ | +25,5 % | |||
| SSI INVESTMENT MANAGEMENT LLC | 15.708.812 $ | -9.514.033 $ | -37,7 % | 25.222.845 $ | -3.748.690 $ | -12,9 % | 28.971.535 $ | -1.896.621 $ | -6,1 % | |||
| Atlanta Consulting Group Advisors, LLC | 28.958.461 $ | +5.210.981 $ | +21,9 % | 23.747.480 $ | +14.766.652 $ | +164,4 % | 8.980.828 $ | +655.444 $ | +7,9 % | |||
| IMZ Advisory Inc | 28.918.047 $ | +8.748.642 $ | +43,4 % | 20.169.405 $ | -17.031 $ | -0,1 % | 20.186.436 $ | -695.476 $ | -3,3 % | |||
| Lighthouse Wealth Management Inc. | 28.882.193 $ | +1.773.542 $ | +6,5 % | 27.108.651 $ | +61.822 $ | +0,2 % | 27.046.829 $ | +4.136.462 $ | +18,1 % | 22.910.367 $ | +2.445.384 $ | +11,9 % |
| Owen LaRue, LLC | 28.837.753 $ | +2.482.225 $ | +9,4 % | 26.355.528 $ | +1.931.368 $ | +7,9 % | 24.424.160 $ | -703.313 $ | -2,8 % | |||
| Abound Wealth Management | 28.835.246 $ | +5.424.119 $ | +23,2 % | 23.411.127 $ | +1.394.340 $ | +6,3 % | 22.016.787 $ | +1.249.937 $ | +6,0 % | |||
| Financial Futures Ltd Liability Co. | 27.144.559 $ | -1.665.976 $ | -5,8 % | 28.810.535 $ | +6.269.423 $ | +27,8 % | 22.541.112 $ | +2.174.327 $ | +10,7 % | 20.366.785 $ | -2.890.600 $ | -12,4 % |
| Cypress Wealth Services, LLC | 15.519.608 $ | -7.053.903 $ | -31,2 % | 22.573.511 $ | -1.775.033 $ | -7,3 % | 24.348.544 $ | -4.352.278 $ | -15,2 % | 28.700.822 $ | +9.846.612 $ | +52,2 % |
| Ridgeline Wealth Planning, LLC | 28.587.793 $ | +2.482.139 $ | +9,5 % | 26.105.654 $ | -634.509 $ | -2,4 % | 26.740.163 $ | -478.158 $ | -1,8 % | |||
| BECKER CAPITAL MANAGEMENT INC | 27.347.058 $ | +440.869 $ | +1,6 % | 26.906.189 $ | -1.670.918 $ | -5,8 % | 28.577.107 $ | +869.271 $ | +3,1 % | |||
| Stonebrook Private Inc. | 15.896.478 $ | +980.339 $ | +6,6 % | 14.916.139 $ | -13.641.336 $ | -47,8 % | 28.557.475 $ | +3.362.667 $ | +13,3 % | |||
| Convergence Financial, LLC | 28.508.986 $ | +20.736.783 $ | +266,8 % | 7.772.203 $ | -7.753.211 $ | -49,9 % | 15.525.414 $ | +451.005 $ | +3,0 % | |||
| Orgel Wealth Management, LLC | 27.590.823 $ | -875.554 $ | -3,1 % | 28.466.377 $ | +5.532.609 $ | +24,1 % | 22.933.768 $ | +703.906 $ | +3,2 % | 22.229.862 $ | -391.368 $ | -1,7 % |
| J. Derek Lewis & Associates Inc. | 28.460.929 $ | +5.209.649 $ | +22,4 % | 23.251.280 $ | -181.876 $ | -0,8 % | 23.433.156 $ | |||||
| PRUDENTIAL PLC | 28.391.527 $ | +17.715.196 $ | +165,9 % | 10.676.331 $ | -15.546.992 $ | -59,3 % | 26.223.323 $ | -34.000.332 $ | -56,5 % | |||
| Indivisible Partners | 28.077.401 $ | -305.542 $ | -1,1 % | 28.382.943 $ | +7.523.083 $ | +36,1 % | 20.859.860 $ | |||||
| BIP Wealth, LLC | 26.969.875 $ | +334.644 $ | +1,3 % | 26.635.231 $ | -1.740.846 $ | -6,1 % | 28.376.077 $ | +23.836.236 $ | +525,0 % | |||
| High Falls Advisors, Inc | 28.372.782 $ | +6.448.819 $ | +29,4 % | |||||||||
| Gaddis Premier Wealth Advisors LLC | 28.372.779 $ | +4.879.695 $ | +20,8 % | 23.493.084 $ | +1.035.543 $ | +4,6 % | 22.457.541 $ | |||||
| Sound Income Strategies, LLC | 28.304.280 $ | +13.017.736 $ | +85,2 % | 15.286.544 $ | +1.189.008 $ | +8,4 % | 14.097.536 $ | +339.248 $ | +2,5 % | 13.758.288 $ | +5.020.675 $ | +57,5 % |
| Galvin, Gaustad & Stein, LLC | 20.831.230 $ | +2.090.898 $ | +11,2 % | 18.740.332 $ | -9.502.595 $ | -33,6 % | 28.242.927 $ | +13.688.392 $ | +94,0 % | 14.554.535 $ | -4.022.336 $ | -21,7 % |
| Paragon Capital Management Ltd | 28.235.180 $ | +1.864.635 $ | +7,1 % | 26.370.545 $ | -1.242.591 $ | -4,5 % | 27.613.136 $ | +1.905.197 $ | +7,4 % | 25.707.939 $ | +1.072.223 $ | +4,4 % |
| Smithfield Trust Co | 28.204.000 $ | +3.658.000 $ | +14,9 % | 24.546.000 $ | +1.086.000 $ | +4,6 % | 23.460.000 $ | +243.000 $ | +1,0 % | |||
| CITIZENS & NORTHERN CORP | 28.177.032 $ | +4.967.650 $ | +21,4 % | 23.209.382 $ | +914.659 $ | +4,1 % | 22.294.723 $ | -1.224.676 $ | -5,2 % | |||
| VICTORY FINANCIAL GROUP, LLC | 28.162.687 $ | +3.136.593 $ | +12,5 % | 25.026.094 $ | -1.492.685 $ | -5,6 % | 26.518.779 $ | -6.636.760 $ | -20,0 % | |||
| Tribridge Partners Financial LLC | 28.016.529 $ | +1.527.987 $ | +5,8 % | 26.488.542 $ | -1.637.787 $ | -5,8 % | 28.126.329 $ | +1.740.523 $ | +6,6 % | |||
| BRIDGES INVESTMENT MANAGEMENT INC | 24.796.586 $ | +1.287.756 $ | +5,5 % | 23.508.830 $ | -4.527.690 $ | -16,1 % | 28.036.520 $ | +243.003 $ | +0,9 % | |||
| StoneCrest Wealth Management, Inc. | 27.993.616 $ | +7.301.543 $ | +35,3 % | 20.692.073 $ | -3.494.246 $ | -14,4 % | 24.186.319 $ | -2.408.288 $ | -9,1 % | |||
| BlueChip Wealth Advisors LLC | 27.990.901 $ | +3.088.284 $ | +12,4 % | 24.902.617 $ | -2.759.520 $ | -10,0 % | 27.662.137 $ | +1.913.893 $ | +7,4 % | |||
| Blueprint Financial Advisors LLC | 27.899.006 $ | +12.804.750 $ | +84,8 % | 15.094.256 $ | -2.892.639 $ | -16,1 % | 17.986.895 $ | +3.511.677 $ | +24,3 % | |||
| Fort Point Capital Partners LLC | 27.873.626 $ | +5.511.554 $ | +24,6 % | 22.362.072 $ | -1.569.722 $ | -6,6 % | 23.931.794 $ | +7.473.713 $ | +45,4 % | |||
| Concorde Asset Management, LLC | 18.797.413 $ | -2.972.307 $ | -13,7 % | 21.769.720 $ | -6.099.152 $ | -21,9 % | 27.868.872 $ | -2.850.741 $ | -9,3 % | |||
| MAGNOLIA CAPITAL ADVISORS LLC | 17.842.997 $ | -9.905.362 $ | -35,7 % | 27.748.359 $ | +19.747.287 $ | +246,8 % | 8.001.072 $ | +2.034.903 $ | +34,1 % | |||
| MANCHESTER FINANCIAL INC | 26.236.147 $ | -1.489.061 $ | -5,4 % | 27.725.208 $ | +10.136.784 $ | +57,6 % | 17.588.424 $ | +2.731.434 $ | +18,4 % | 14.856.990 $ | +2.836.832 $ | +23,6 % |
| RETIREMENT GUYS FORMULA LLC | 27.720.728 $ | +4.238.074 $ | +18,0 % | 23.482.654 $ | +3.405.880 $ | +17,0 % | 20.076.774 $ | +1.323.536 $ | +7,1 % | |||
| Independent Wealth Network Inc. | 27.682.596 $ | +387.788 $ | +1,4 % | 27.294.808 $ | +1.158.503 $ | +4,4 % | 26.136.305 $ | +3.699.805 $ | +16,5 % | 22.436.500 $ | -500.457 $ | -2,2 % |
| Fortis Group Advisors, LLC | 27.647.616 $ | +1.872.840 $ | +7,3 % | 25.774.776 $ | -1.810.399 $ | -6,6 % | 27.585.175 $ | -14.900.256 $ | -35,1 % | |||
| STATE OF WISCONSIN INVESTMENT BOARD | 1.416.564 $ | -3.689.136 $ | -72,3 % | 5.105.700 $ | -22.508.276 $ | -81,5 % | 27.613.976 $ | +1.048.216 $ | +3,9 % | |||
| PKS Advisory Services, LLC | 27.579.030 $ | +8.996.736 $ | +48,4 % | 18.582.294 $ | +129.940 $ | +0,7 % | 18.452.354 $ | +1.397.130 $ | +8,2 % | |||
| Wealth Watch Advisors, INC | 27.496.105 $ | +17.262.148 $ | +168,7 % | 10.233.957 $ | +68.131 $ | +0,7 % | 10.165.826 $ | +3.216.881 $ | +46,3 % | |||
| Matthew Goff Investment Advisor, LLC | 24.789.925 $ | -2.683.319 $ | -9,8 % | 27.473.244 $ | +5.862.376 $ | +27,1 % | 21.610.868 $ | +1.027.207 $ | +5,0 % | 20.583.661 $ | +4.016.919 $ | +24,2 % |
| One Wealth Advisors, LLC | 18.811.031 $ | +2.649.916 $ | +16,4 % | 16.161.115 $ | -11.311.132 $ | -41,2 % | 27.472.247 $ | +4.767.146 $ | +21,0 % | |||
| ACT Advisors, LLC. | 25.842.546 $ | -140.117 $ | -0,5 % | 25.982.663 $ | -1.482.316 $ | -5,4 % | 27.464.979 $ | +26.093.569 $ | +1.902,7 % | 1.371.410 $ | -1.394.024 $ | -50,4 % |
| Centennial Wealth Advisory LLC | 27.454.700 $ | +1.218.701 $ | +4,6 % | 26.235.999 $ | +2.207.712 $ | +9,2 % | 24.028.287 $ | +2.447.603 $ | +11,3 % | 21.580.684 $ | -1.225.695 $ | -5,4 % |
| Wiser Wealth Management, Inc | 27.330.600 $ | +2.433.772 $ | +9,8 % | 24.896.828 $ | +621.856 $ | +2,6 % | 24.274.972 $ | +1.646.902 $ | +7,3 % | 22.628.070 $ | +1.374.114 $ | +6,5 % |
| 1 NORTH WEALTH SERVICES LLC | 27.315.669 $ | +436.303 $ | +1,6 % | 26.879.366 $ | +995.637 $ | +3,8 % | 25.883.729 $ | +1.801.384 $ | +7,5 % | |||
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 27.311.926 $ | +10.442.033 $ | +61,9 % | 16.869.893 $ | -346.901 $ | -2,0 % | 17.216.794 $ | |||||
| Legacy Edge Advisors, LLC | 27.281.163 $ | +4.424.295 $ | +19,4 % | 22.856.868 $ | -58.482 $ | -0,3 % | 22.915.350 $ | +1.948.458 $ | +9,3 % | |||
| ALONGSIDE, LLC | 27.274.459 $ | +7.647.021 $ | +39,0 % | 19.627.438 $ | ||||||||
| Northwest Financial Advisors | 27.267.571 $ | +21.314.035 $ | +358,0 % | 5.953.536 $ | +1.355.567 $ | +29,5 % | 4.597.969 $ | -912.486 $ | -16,6 % | |||
| ERn Financial, LLC | 27.184.519 $ | +1.589.242 $ | +6,2 % | 25.595.277 $ | -1.653.352 $ | -6,1 % | 27.248.629 $ | +1.005.351 $ | +3,8 % | |||
| Foster Victor Wealth Advisors, LLC | 20.829.693 $ | +2.388.778 $ | +13,0 % | 18.440.915 $ | -8.783.576 $ | -32,3 % | 27.224.491 $ | +1.218.058 $ | +4,7 % | 26.006.433 $ | +1.467.374 $ | +6,0 % |
| Thomasville National Bank | 27.223.080 $ | +299.834 $ | +1,1 % | 26.923.246 $ | +742.321 $ | +2,8 % | ||||||
| Integrity Advisory Solutions, LLC | 27.222.382 $ | +5.614.706 $ | +26,0 % | 21.607.676 $ | -126.154 $ | -0,6 % | 21.733.830 $ | +2.667.054 $ | +14,0 % | |||
| WASHINGTON TRUST Co | 27.180.690 $ | +3.412.029 $ | +14,4 % | 23.768.661 $ | +2.277.937 $ | +10,6 % | 21.490.724 $ | +689.688 $ | +3,3 % | |||
| WOODMONT INVESTMENT COUNSEL LLC | 27.175.086 $ | +3.217.928 $ | +13,4 % | 23.957.158 $ | +204.743 $ | +0,9 % | 23.752.415 $ | +1.184.867 $ | +5,3 % | |||
| Claro Advisors Inc. | 26.349.868 $ | +4.003.602 $ | +17,9 % | 22.346.266 $ | -4.799.536 $ | -17,7 % | 27.145.802 $ | +1.083.817 $ | +4,2 % | |||
| Prism Advisors, Inc. | 11.264.506 $ | -550.641 $ | -4,7 % | 11.815.147 $ | +271.993 $ | +2,4 % | 11.543.154 $ | -15.590.305 $ | -57,5 % | 27.133.459 $ | -2.867.701 $ | -9,6 % |
| Drucker Wealth 3.0, LLC | 27.124.298 $ | +1.473.409 $ | +5,7 % | 25.650.889 $ | +935.503 $ | +3,8 % | 24.715.386 $ | +2.722.866 $ | +12,4 % | |||
| Bison Wealth, LLC | 27.087.428 $ | +3.876.592 $ | +16,7 % | 23.210.836 $ | -1.136.883 $ | -4,7 % | 24.347.719 $ | +3.173.653 $ | +15,0 % | 21.174.066 $ | +14.699.397 $ | +227,0 % |
| SageView Advisory Group, LLC | 21.480.465 $ | +11.377.761 $ | +112,6 % | 10.102.704 $ | -16.916.291 $ | -62,6 % | 27.018.995 $ | +1.399.075 $ | +5,5 % | |||
| DAGCO, INC. | 26.909.066 $ | +193.632 $ | +0,7 % | 26.715.434 $ | +3.389.204 $ | +14,5 % | 23.326.230 $ | +1.666.996 $ | +7,7 % | 21.659.234 $ | +716.202 $ | +3,4 % |
| Sun Financial Inc | 26.878.948 $ | +1.654.115 $ | +6,6 % | 25.224.833 $ | +4.268.467 $ | +20,4 % | 20.956.366 $ | |||||
| PAX Financial Group, LLC | 21.756.442 $ | -5.035.479 $ | -18,8 % | 26.791.921 $ | +805.249 $ | +3,1 % | 25.986.672 $ | +6.160.117 $ | +31,1 % | |||
| TD Waterhouse Canada Inc. | 26.732.947 $ | +3.799.031 $ | +16,6 % | 22.933.916 $ | +1.895.170 $ | +9,0 % | 21.038.746 $ | +7.162.327 $ | +51,6 % | 13.876.419 $ | -6.953.261 $ | -33,4 % |
| ADG Wealth Management Group, LLC | 26.668.560 $ | +1.635.913 $ | +6,5 % | 25.032.647 $ | +1.345.035 $ | +5,7 % | 23.687.612 $ | +1.076.783 $ | +4,8 % | |||
| Juno Financial Group LLC | 26.645.598 $ | +3.267.506 $ | +14,0 % | 23.378.092 $ | -20.231 $ | -0,1 % | 23.398.323 $ | |||||
| High Net Worth Advisory Group LLC | 26.592.035 $ | +862.757 $ | +3,4 % | 25.729.278 $ | -211.107 $ | -0,8 % | 25.940.385 $ | +70.183 $ | +0,3 % | |||
| SENTINEL TRUST CO LBA | 26.583.000 $ | +4.146.000 $ | +18,5 % | 22.437.000 $ | +813.000 $ | +3,8 % | 21.624.000 $ | +1.381.000 $ | +6,8 % | |||
| Kelly Financial Services LLC | 14.568.366 $ | -555.368 $ | -3,7 % | 15.123.734 $ | -2.391.687 $ | -13,7 % | 17.515.421 $ | -9.030.908 $ | -34,0 % | 26.546.329 $ | +4.409.181 $ | +19,9 % |
| NWF Advisory Services Inc. | 26.514.651 $ | +341.050 $ | +1,3 % | 26.173.601 $ | +4.206.559 $ | +19,1 % | 21.967.042 $ | -1.265.566 $ | -5,4 % | 23.232.608 $ | -881.287 $ | -3,7 % |
| COLDSTREAM CAPITAL MANAGEMENT INC | 26.494.042 $ | +2.895.156 $ | +12,3 % | 23.598.886 $ | +797.988 $ | +3,5 % | 22.800.898 $ | +1.206.586 $ | +5,6 % | |||
| Wealth Group Ltd | 26.487.688 $ | +992.451 $ | +3,9 % | 25.495.237 $ | -576.073 $ | -2,2 % | 26.071.310 $ | +752.718 $ | +3,0 % | 25.318.592 $ | -5.779.289 $ | -18,6 % |
| SWF LLC | 26.463.735 $ | |||||||||||
| Mason & Associates Inc | 13.525.406 $ | -5.957.161 $ | -30,6 % | 19.482.567 $ | -6.951.446 $ | -26,3 % | 26.434.013 $ | +17.695.424 $ | +202,5 % | |||
| Atlas Legacy Advisors, LLC | 26.384.664 $ | +2.500.401 $ | +10,5 % | 23.884.263 $ | -1.657.184 $ | -6,5 % | 25.541.447 $ | +863.367 $ | +3,5 % | |||
| Global Assets Advisory, LLC | 26.360.315 $ | +16.072.204 $ | +156,2 % | 10.288.111 $ | -8.407.737 $ | -45,0 % | 18.695.848 $ | +156.874 $ | +0,8 % | |||
| Beacon Bank & Trust | 26.323.169 $ | +1.131.137 $ | +4,5 % | 25.192.032 $ | -666.005 $ | -2,6 % | 25.858.037 $ | -8.779.805 $ | -25,3 % | |||
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 26.245.772 $ | +8.348.882 $ | +46,6 % | 17.896.890 $ | +4.743.238 $ | +36,1 % | 13.153.652 $ | +3.657.349 $ | +38,5 % | |||
| Mechanics Bank Trust Department | 23.938.417 $ | -2.213.465 $ | -8,5 % | 26.151.882 $ | -10.627 $ | -0,0 % | 26.162.509 $ | +307.326 $ | +1,2 % | 25.855.183 $ | +945.289 $ | +3,8 % |
| Apeiron RIA LLC | 12.950.788 $ | -4.351.897 $ | -25,2 % | 17.302.685 $ | -8.858.129 $ | -33,9 % | 26.160.814 $ | +57.677 $ | +0,2 % | 26.103.137 $ | +4.451.978 $ | +20,6 % |
| Astoria Portfolio Advisors LLC. | 26.148.033 $ | +9.985.285 $ | +61,8 % | 16.162.748 $ | -625.374 $ | -3,7 % | 16.788.122 $ | +7.594.556 $ | +82,6 % | |||
| Plotkin Financial Advisors, LLC | 26.142.323 $ | +3.263.348 $ | +14,3 % | 22.878.975 $ | +1.157.392 $ | +5,3 % | 21.721.583 $ | +1.307.288 $ | +6,4 % | |||
| James Reed Financial Services, Inc. | 26.066.440 $ | +2.676.563 $ | +11,4 % | 23.389.877 $ | -2.173.950 $ | -8,5 % | 25.563.827 $ | +1.809.366 $ | +7,6 % | |||
| CLG LLC | 24.561.737 $ | -1.448.387 $ | -5,6 % | 26.010.124 $ | +5.452.336 $ | +26,5 % | 20.557.788 $ | -4.340.170 $ | -17,4 % | 24.897.958 $ | +291.433 $ | +1,2 % |
| Selby Wealth Management, LLC | 25.961.328 $ | +482.682 $ | +1,9 % | 25.478.646 $ | +1.080.570 $ | +4,4 % | 24.398.076 $ | -662.184 $ | -2,6 % | 25.060.260 $ | ||
| MONECO ADVISORS, LLC | 25.952.940 $ | +1.778.916 $ | +7,4 % | 24.174.024 $ | +1.545.031 $ | +6,8 % | 22.628.993 $ | -23.347.000 $ | -50,8 % | |||
| MA Private Wealth | 21.171.186 $ | +648.038 $ | +3,2 % | 20.523.148 $ | -5.338.651 $ | -20,6 % | 25.861.799 $ | +22.156.744 $ | +598,0 % | |||
| Sylvest Advisors, LLC | 25.851.797 $ | +1.525.132 $ | +6,3 % | 24.326.665 $ | +434.032 $ | +1,8 % | 23.892.633 $ | -2.700.411 $ | -10,2 % | |||
| Key FInancial Inc | 25.777.946 $ | +3.224.713 $ | +14,3 % | 22.553.233 $ | +796.346 $ | +3,7 % | 21.756.887 $ | -1.548.935 $ | -6,6 % | |||
| Fearless Solutions, LLC dba Best Invest | 25.733.932 $ | +366.360 $ | +1,4 % | 25.367.572 $ | +2.088.417 $ | +9,0 % | 23.279.155 $ | +378.751 $ | +1,7 % | 22.900.404 $ | +1.090.321 $ | +5,0 % |
| CATALYST FINANCIAL PARTNERS LLC | 25.717.580 $ | +7.317.899 $ | +39,8 % | 18.399.681 $ | +1.969.183 $ | +12,0 % | 16.430.498 $ | +1.821.756 $ | +12,5 % | |||
| Tempus Wealth Planning, LLC | 21.362.200 $ | -4.337.153 $ | -16,9 % | 25.699.353 $ | +9.074.271 $ | +54,6 % | 16.625.082 $ | +930.755 $ | +5,9 % | 15.694.327 $ | -1.597.031 $ | -9,2 % |
| Barry Investment Advisors, LLC | 25.677.761 $ | +2.286.689 $ | +9,8 % | 23.391.072 $ | +1.666.697 $ | +7,7 % | 21.724.375 $ | +3.326.701 $ | +18,1 % | 18.397.674 $ | +448.771 $ | +2,5 % |
| West Wealth Group, LLC | 17.606.048 $ | -73.327 $ | -0,4 % | 17.679.375 $ | -2.356.209 $ | -11,8 % | 20.035.584 $ | -5.586.127 $ | -21,8 % | 25.621.711 $ | +2.550.723 $ | +11,1 % |
| Cabot-Wellington, LLC | 25.589.177 $ | +3.511.416 $ | +15,9 % | 22.077.761 $ | +1.548.876 $ | +7,5 % | 20.528.885 $ | +250.252 $ | +1,2 % | |||
| Fortis Advisors, LLC | 25.575.444 $ | +1.631.849 $ | +6,8 % | 23.943.595 $ | +4.057.041 $ | +20,4 % | 19.886.554 $ | -256.917 $ | -1,3 % | |||
| Cerro Pacific Wealth Advisors LLC | 18.706.124 $ | -6.850.074 $ | -26,8 % | 25.556.198 $ | +1.460.832 $ | +6,1 % | 24.095.366 $ | +3.347.215 $ | +16,1 % | 20.748.151 $ | +1.058.795 $ | +5,4 % |
| CoreCap Advisors, LLC | 24.232.769 $ | -1.313.392 $ | -5,1 % | 25.546.161 $ | +3.813.239 $ | +17,5 % | 21.732.922 $ | -3.497.669 $ | -13,9 % | 25.230.591 $ | +2.758.909 $ | +12,3 % |
| LIBERTY WEALTH MANAGEMENT LLC | 25.544.641 $ | +0 $ | +0,0 % | 25.544.641 $ | +4.913.814 $ | +23,8 % | 20.630.827 $ | +932.724 $ | +4,7 % | |||
| Sollinda Capital Management LLC | 25.531.397 $ | +93.505 $ | +0,4 % | 25.437.892 $ | -23.847 $ | -0,1 % | 25.461.739 $ | -991.427 $ | -3,7 % | |||
| NFSG Corp | 25.444.486 $ | +4.552.553 $ | +21,8 % | 20.891.933 $ | +4.174.649 $ | +25,0 % | 16.717.284 $ | +1.338.762 $ | +8,7 % | 15.378.522 $ | +436.238 $ | +2,9 % |
| Spectrum Planning & Advisory Services Inc. | 19.940.210 $ | -1.389.179 $ | -6,5 % | 21.329.389 $ | -4.037.850 $ | -15,9 % | 25.367.239 $ | +3.856.786 $ | +17,9 % | |||
| BANK OF HAWAII | 25.333.036 $ | +3.270.986 $ | +14,8 % | 22.062.050 $ | +531.561 $ | +2,5 % | 21.530.489 $ | +279.804 $ | +1,3 % | |||
| SIERRA OCEAN, LLC | 25.294.583 $ | +7.010.969 $ | +38,3 % | 18.283.614 $ | -112.813 $ | -0,6 % | 18.396.427 $ | +475.917 $ | +2,7 % | |||
| MassMutual Private Wealth & Trust, FSB | 23.009.721 $ | -2.267.385 $ | -9,0 % | 25.277.106 $ | +2.194.358 $ | +9,5 % | 23.082.748 $ | +1.899.048 $ | +9,0 % | 21.183.700 $ | -859.932 $ | -3,9 % |
| EQ LLC | 20.452.714 $ | -4.805.948 $ | -19,0 % | 25.258.662 $ | +9.463.753 $ | +59,9 % | 15.794.909 $ | -561.376 $ | -3,4 % | |||
| TRB Wealth Management, LLC | 25.252.322 $ | +3.270.709 $ | +14,9 % | 21.981.613 $ | ||||||||
| Rodgers & Associates, LTD | 25.117.867 $ | -66.007 $ | -0,3 % | 25.183.874 $ | +3.701.021 $ | +17,2 % | 21.482.853 $ | +127.917 $ | +0,6 % | 21.354.936 $ | +38.322 $ | +0,2 % |
| Fox Financial, Inc | 25.069.218 $ | +3.677.158 $ | +17,2 % | 21.392.060 $ | +253.507 $ | +1,2 % | 21.138.553 $ | -19.725 $ | -0,1 % | |||
| Rockport Wealth LLC | 25.044.428 $ | +4.365.520 $ | +21,1 % | 20.678.908 $ | +1.211.330 $ | +6,2 % | 19.467.578 $ | +9.195.907 $ | +89,5 % | |||
| Midwest Heritage Bank, FSB | 24.989.880 $ | +3.063.696 $ | +14,0 % | 21.926.184 $ | +2.245.353 $ | +11,4 % | 19.680.831 $ | +147.289 $ | +0,8 % | |||
| FSB PREMIER WEALTH MANAGEMENT, INC. | 24.980.241 $ | +3.193.488 $ | +14,7 % | 21.786.753 $ | +968.784 $ | +4,7 % | 20.817.969 $ | -240.663 $ | -1,1 % | |||
| FIRST NATIONAL BANK OF OMAHA | 24.977.164 $ | +3.358.168 $ | +15,5 % | 21.618.996 $ | -547.619 $ | -2,5 % | 22.166.615 $ | +21.926.748 $ | +9.141,2 % | |||
| FIDUCIENT ADVISORS LLC | 21.181.916 $ | +975.067 $ | +4,8 % | 20.206.849 $ | -4.754.200 $ | -19,0 % | 24.961.049 $ | +6.089.309 $ | +32,3 % | |||
| Causey Wealth LLC | 24.933.777 $ | +2.683.581 $ | +12,1 % | 22.250.196 $ | +4.163.875 $ | +23,0 % | 18.086.321 $ | +667.506 $ | +3,8 % | |||
| LeClair Wealth Partners LLC | 24.902.314 $ | +12.075.328 $ | +94,1 % | 12.826.986 $ | -9.564.336 $ | -42,7 % | 22.391.322 $ | -1.757.558 $ | -7,3 % | |||
| IRONWOOD WEALTH MANAGEMENT, INC. | 24.793.466 $ | -76.013 $ | -0,3 % | 24.869.479 $ | +1.321.682 $ | +5,6 % | 23.547.797 $ | +31.984 $ | +0,1 % | 23.515.813 $ | -219.713 $ | -0,9 % |
| Synergy Investment Management, LLC | 24.865.068 $ | +4.969.124 $ | +25,0 % | 19.895.944 $ | -1.165.835 $ | -5,5 % | 21.061.779 $ | +4.709.672 $ | +28,8 % | |||
| Beacon Harbor Wealth Advisors, Inc. | 24.835.819 $ | +12.356.151 $ | +99,0 % | 12.479.668 $ | -11.957.354 $ | -48,9 % | 24.437.022 $ | +12.599.572 $ | +106,4 % | |||
| Steele Capital Management, Inc. | 24.693.707 $ | +473.333 $ | +2,0 % | 24.220.374 $ | +117.321 $ | +0,5 % | 24.103.053 $ | -235.197 $ | -1,0 % | |||
| DHJJ Financial Advisors, Ltd. | 24.649.669 $ | +3.132.878 $ | +14,6 % | 21.516.791 $ | +1.158.433 $ | +5,7 % | 20.358.358 $ | +441.336 $ | +2,2 % | |||
| Melia Wealth LLC | 24.648.509 $ | +307.643 $ | +1,3 % | 24.340.866 $ | +497.465 $ | +2,1 % | 23.843.401 $ | +662.356 $ | +2,9 % | |||
| Harel Insurance Investments & Financial Services Ltd. | 24.616.000 $ | +12.774.000 $ | +107,9 % | 11.842.000 $ | +2.954.000 $ | +33,2 % | 8.888.000 $ | -258.000 $ | -2,8 % | |||
| Eldridge Investment Advisors, Inc. | 24.592.284 $ | +3.648.637 $ | +17,4 % | 20.943.647 $ | +2.060.988 $ | +10,9 % | 18.882.659 $ | -65.324 $ | -0,3 % | |||
| SWMG, LLC | 19.560.835 $ | -1.280.859 $ | -6,1 % | 20.841.694 $ | -3.749.081 $ | -15,2 % | 24.590.775 $ | +6.952.349 $ | +39,4 % | |||
| Fortitude Family Office, LLC | 24.517.465 $ | +7.941.337 $ | +47,9 % | 16.576.128 $ | +2.437.452 $ | +17,2 % | 14.138.676 $ | +1.724.516 $ | +13,9 % | 12.414.160 $ | +590.797 $ | +5,0 % |
| CONDOR CAPITAL MANAGEMENT | 24.453.382 $ | +3.167.544 $ | +14,9 % | 21.285.838 $ | +2.077.688 $ | +10,8 % | 19.208.150 $ | -78.348 $ | -0,4 % | |||
| Brooklyn FI, LLC | 24.311.721 $ | +2.780.130 $ | +12,9 % | 21.531.591 $ | +708.153 $ | +3,4 % | 20.823.438 $ | +355.678 $ | +1,7 % | |||
| GTS SECURITIES LLC | 24.263.131 $ | +8.734.769 $ | +56,3 % | 15.528.362 $ | +12.012.451 $ | +341,7 % | 3.515.911 $ | -16.587.133 $ | -82,5 % | |||
| Fairvoy Private Wealth, LLC | 17.878.215 $ | +57.513 $ | +0,3 % | 17.820.702 $ | +5.981.516 $ | +50,5 % | 11.839.186 $ | -12.413.036 $ | -51,2 % | 24.252.222 $ | +1.039.841 $ | +4,5 % |
| ADAPT WEALTH ADVISORS, LLC | 24.239.884 $ | +6.713.508 $ | +38,3 % | 17.526.376 $ | +71.250 $ | +0,4 % | 17.455.126 $ | +3.445.740 $ | +24,6 % | |||
| Summit Global Investments | 19.307.000 $ | +7.676.000 $ | +66,0 % | 11.631.000 $ | -12.546.000 $ | -51,9 % | 24.177.000 $ | +7.078.000 $ | +41,4 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 24.168.618 $ | +9.676.379 $ | +66,8 % | 14.492.239 $ | +689.929 $ | +5,0 % | 13.802.310 $ | +1.809.307 $ | +15,1 % | |||
| Holos Integrated Wealth LLC | 24.167.665 $ | +2.434.560 $ | +11,2 % | 21.733.105 $ | +347.881 $ | +1,6 % | 21.385.224 $ | +767.607 $ | +3,7 % | |||
| Dunhill Financial, LLC | 24.125.577 $ | +4.483.135 $ | +22,8 % | 19.642.442 $ | +7.578.346 $ | +62,8 % | 12.064.096 $ | -455.603 $ | -3,6 % | |||
| Apollon Financial, LLC | 24.077.264 $ | +3.409.818 $ | +16,5 % | 20.667.446 $ | +1.567.723 $ | +8,2 % | 19.099.723 $ | +1.501.146 $ | +8,5 % | |||
| OLD NATIONAL BANCORP /IN/ | 3.881.212 $ | +67.074 $ | +1,8 % | 3.814.138 $ | -20.256.565 $ | -84,2 % | 24.070.703 $ | +17.203.042 $ | +250,5 % | 6.867.661 $ | -286.986 $ | -4,0 % |
| Insight Wealth Partners, LLC | 20.858.696 $ | -3.208.002 $ | -13,3 % | 24.066.698 $ | +1.126.216 $ | +4,9 % | 22.940.482 $ | +769.084 $ | +3,5 % | |||
| Winthrop Advisory Group LLC | 24.027.392 $ | +6.575.230 $ | +37,7 % | 17.452.162 $ | -101.866 $ | -0,6 % | 17.554.028 $ | +1.358.024 $ | +8,4 % | |||
| Maridea Wealth Management LLC | 23.990.391 $ | +5.180.532 $ | +27,5 % | 18.809.859 $ | +1.630.150 $ | +9,5 % | 17.179.709 $ | +4.290.946 $ | +33,3 % | |||
| Ameritas Investment Partners, Inc. | 23.989.824 $ | +4.071.948 $ | +20,4 % | 19.917.876 $ | +3.839.203 $ | +23,9 % | 16.078.673 $ | +2.298.613 $ | +16,7 % | |||
| Running Point Capital Advisors, LLC | 23.918.834 $ | +623.468 $ | +2,7 % | |||||||||
| BNB Wealth Management, LLC | 23.014.016 $ | -408.921 $ | -1,7 % | 23.422.937 $ | -413.865 $ | -1,7 % | 23.836.802 $ | |||||
| RESTON WEALTH MANAGEMENT LLC | 23.820.173 $ | +3.718.119 $ | +18,5 % | 20.102.054 $ | +497.518 $ | +2,5 % | 19.604.536 $ | +294.668 $ | +1,5 % | |||
| Saiph Capital, LLC | 23.102.980 $ | +241.405 $ | +1,1 % | 22.861.575 $ | -923.828 $ | -3,9 % | 23.785.403 $ | +5.025.796 $ | +26,8 % | |||
| LANDMARK WEALTH MANAGEMENT, INC. | 23.718.350 $ | +4.017.537 $ | +20,4 % | 19.700.813 $ | +503.634 $ | +2,6 % | 19.197.179 $ | +346.564 $ | +1,8 % | |||
| National Wealth Management Group, LLC | 22.276.233 $ | -1.409.105 $ | -5,9 % | 23.685.338 $ | +293.542 $ | +1,3 % | 23.391.796 $ | -1.930.379 $ | -7,6 % | |||
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 23.676.926 $ | +3.992.649 $ | +20,3 % | 19.684.277 $ | +2.213.993 $ | +12,7 % | 17.470.284 $ | +338.048 $ | +2,0 % | |||
| Prostatis Group LLC | 23.665.782 $ | +3.633.190 $ | +18,1 % | 20.032.592 $ | -1.437.528 $ | -6,7 % | 21.470.120 $ | +509.710 $ | +2,4 % | |||
| EWA, LLC | 23.514.139 $ | +4.161.416 $ | +21,5 % | 19.352.723 $ | +4.233.118 $ | +28,0 % | 15.119.605 $ | +3.966.190 $ | +35,6 % | |||
| Community Bank, N.A. | 23.512.611 $ | +1.132.339 $ | +5,1 % | 22.380.272 $ | +2.940.945 $ | +15,1 % | 19.439.327 $ | +189.829 $ | +1,0 % | |||
| NEW WAVE WEALTH ADVISORS LLC | 1.330.434 $ | -22.176.008 $ | -94,3 % | 23.506.442 $ | +13.853.337 $ | +143,5 % | 9.653.105 $ | +2.172.331 $ | +29,0 % | 7.480.774 $ | -7.046.130 $ | -48,5 % |
| FINANCIAL MANAGEMENT NETWORK INC | 23.501.225 $ | +982.514 $ | +4,4 % | 22.518.711 $ | +874.856 $ | +4,0 % | 21.643.855 $ | +1.573.425 $ | +7,8 % | 20.070.430 $ | +77.019 $ | +0,4 % |
| Main Street Financial Solutions, LLC | 23.482.867 $ | +2.940.134 $ | +14,3 % | 20.542.733 $ | -873.691 $ | -4,1 % | 21.416.424 $ | -1.067.582 $ | -4,7 % | |||
| Clarus Group, Inc. | 19.125.478 $ | -3.740.485 $ | -16,4 % | 22.865.963 $ | -450.816 $ | -1,9 % | 23.316.779 $ | -138.951 $ | -0,6 % | 23.455.730 $ | -937.363 $ | -3,8 % |
| Financial Guidance Group, Inc. | 20.593.323 $ | -2.573.092 $ | -11,1 % | 23.166.415 $ | -284.922 $ | -1,2 % | 23.451.337 $ | +262.334 $ | +1,1 % | 23.189.003 $ | +3.603.400 $ | +18,4 % |
| CIBC WORLD MARKET INC. | 23.393.091 $ | +3.785.440 $ | +19,3 % | 19.607.651 $ | +2.078.564 $ | +11,9 % | 17.529.087 $ | -15.963.793 $ | -47,7 % | |||
| 5T Wealth, LLC | 22.890.790 $ | +442.750 $ | +2,0 % | 22.448.040 $ | -902.935 $ | -3,9 % | 23.350.975 $ | +4.140.581 $ | +21,6 % | |||
| Iowa State Bank | 23.171.180 $ | -179.594 $ | -0,8 % | 23.350.774 $ | +3.963.203 $ | +20,4 % | 19.387.571 $ | +5.041.142 $ | +35,1 % | 14.346.429 $ | +110.741 $ | +0,8 % |
| NCM Capital Management, LLC | 23.332.900 $ | +3.036.521 $ | +15,0 % | 20.296.379 $ | -440.531 $ | -2,1 % | 20.736.910 $ | +2.149.849 $ | +11,6 % | |||
| Ballew Advisors, Inc | 23.313.119 $ | +1.324.149 $ | +6,0 % | 21.988.970 $ | +2.877.117 $ | +15,1 % | 19.111.853 $ | +466.548 $ | +2,5 % | 18.645.305 $ | +452.575 $ | +2,5 % |
| ATLAS CAPITAL ADVISORS INC. | 23.259.993 $ | +2.958.805 $ | +14,6 % | 20.301.188 $ | -1.162.816 $ | -5,4 % | 21.464.004 $ | |||||
| IVC Wealth Advisors LLC | 23.206.052 $ | +731.572 $ | +3,3 % | 22.474.480 $ | +866.209 $ | +4,0 % | 21.608.271 $ | +847.355 $ | +4,1 % | |||
| Mainstream Capital Management LLC | 21.933.316 $ | -823.072 $ | -3,6 % | 22.756.388 $ | -409.930 $ | -1,8 % | 23.166.318 $ | -1.760.201 $ | -7,1 % | |||
| Crestwood Advisors Group, LLC | 23.157.680 $ | +9.711.583 $ | +72,2 % | 13.446.097 $ | +1.419.146 $ | +11,8 % | 12.026.951 $ | +2.257.704 $ | +23,1 % | |||
| NICOLET BANKSHARES INC | 23.157.344 $ | +6.853.221 $ | +42,0 % | 16.304.123 $ | +13.854.450 $ | +565,6 % | 2.449.673 $ | +835.242 $ | +51,7 % | |||
| YARGER WEALTH STRATEGIES, LLC | 23.118.150 $ | +3.093.518 $ | +15,4 % | 20.024.632 $ | -39.538 $ | -0,2 % | 20.064.170 $ | +659.314 $ | +3,4 % | |||
| PDS Planning, Inc | 23.080.884 $ | +3.012.329 $ | +15,0 % | 20.068.555 $ | +563.023 $ | +2,9 % | 19.505.532 $ | +118.213 $ | +0,6 % | |||
| Everest Financial Group LLC | 23.063.785 $ | +1.989.416 $ | +9,4 % | 21.074.369 $ | +7.281.069 $ | +52,8 % | 13.793.300 $ | |||||
| CAPITAL WEALTH MANAGEMENT, LLC | 22.986.536 $ | +2.411.894 $ | +11,7 % | 20.574.642 $ | +785.633 $ | +4,0 % | 19.789.009 $ | -809.034 $ | -3,9 % | |||
| TigerOak Management, L.L.C. | 22.935.574 $ | +411.199 $ | +1,8 % | 22.524.375 $ | +115.820 $ | +0,5 % | 22.408.555 $ | +271.742 $ | +1,2 % | |||
| Sand Hill Global Advisors, LLC | 22.919.369 $ | +7.435.487 $ | +48,0 % | 15.483.882 $ | -304.995 $ | -1,9 % | 15.788.877 $ | +633.530 $ | +4,2 % | |||
| Meridian Wealth Partners, LLC | 22.903.948 $ | +2.637.304 $ | +13,0 % | 20.266.644 $ | +1.355.775 $ | +7,2 % | 18.910.869 $ | +141.655 $ | +0,8 % | |||
| White Wing Wealth Management | 22.833.171 $ | +2.131.001 $ | +10,3 % | 20.702.170 $ | +411.426 $ | +2,0 % | 20.290.744 $ | -152.686 $ | -0,7 % | |||
| Intelligence Driven Advisers, LLC | 22.817.164 $ | +830.782 $ | +3,8 % | 21.986.382 $ | +4.736.324 $ | +27,5 % | 17.250.058 $ | -4.244.263 $ | -19,7 % | 21.494.321 $ | -1.535.231 $ | -6,7 % |
| Sunbelt Securities, Inc. | 22.805.352 $ | +1.716.539 $ | +8,1 % | 21.088.813 $ | +1.361.171 $ | +6,9 % | ||||||
| Ascent Wealth Partners, LLC | 22.803.472 $ | +4.253.180 $ | +22,9 % | 18.550.292 $ | +17.736.272 $ | +2.178,8 % | 814.020 $ | +21.821 $ | +2,8 % | |||
| JTC Employer Solutions Trustee Ltd | 22.784.000 $ | +7.860.000 $ | +52,7 % | 14.924.000 $ | +49.000 $ | +0,3 % | 14.875.000 $ | +4.845.000 $ | +48,3 % | |||
| SOUTHERN CAPITAL SERVICES INC /ADV | 18.370.917 $ | -1.993.657 $ | -9,8 % | 20.364.574 $ | -1.806.307 $ | -8,1 % | 22.170.881 $ | -607.029 $ | -2,7 % | 22.777.910 $ | ||
| Main Line Retirement Advisors, LLC | 22.760.200 $ | +1.085.992 $ | +5,0 % | 21.674.208 $ | +2.896.622 $ | +15,4 % | 18.777.586 $ | -1.108.118 $ | -5,6 % | 19.885.704 $ | -3.756.459 $ | -15,9 % |
| Z3 Capital Partners, LLC | 22.726.436 $ | +2.802.080 $ | +14,1 % | 19.924.356 $ | -636.311 $ | -3,1 % | 20.560.667 $ | |||||
| Columbia Bank | 22.722.838 $ | +4.640.814 $ | +25,7 % | 18.082.024 $ | +75.629 $ | +0,4 % | 18.006.395 $ | +1.175.175 $ | +7,0 % | |||
| CHILDRESS CAPITAL ADVISORS, LLC | 22.717.207 $ | +7.504.144 $ | +49,3 % | 15.213.063 $ | -6.336.305 $ | -29,4 % | 21.549.368 $ | -2.985.615 $ | -12,2 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 13.486.677 $ | -6.065.483 $ | -31,0 % | 19.552.160 $ | -2.758.478 $ | -12,4 % | 22.310.638 $ | -298.815 $ | -1,3 % | 22.609.453 $ | ||
| CAHABA WEALTH MANAGEMENT, INC. | 22.598.642 $ | +2.197.031 $ | +10,8 % | 20.401.611 $ | +1.567.906 $ | +8,3 % | 18.833.705 $ | +1.086.671 $ | +6,1 % | |||
| GUIDANCE CAPITAL, INC | 22.572.214 $ | +65.138 $ | +0,3 % | 22.507.076 $ | +2.505.178 $ | +12,5 % | 20.001.898 $ | +1.845.846 $ | +10,2 % | |||
| Detalus Advisors, LLC | 14.375.129 $ | -8.178.274 $ | -36,3 % | 22.553.403 $ | +205.930 $ | +0,9 % | 22.347.473 $ | +3.197.873 $ | +16,7 % | 19.149.600 $ | +6.924.009 $ | +56,6 % |
| Shah Wealth Advisors, LLC | 22.454.689 $ | |||||||||||
| Guilbault Capital LLC | 22.420.883 $ | +1.311.675 $ | +6,2 % | 21.109.208 $ | +536.328 $ | +2,6 % | 20.572.880 $ | |||||
| USAdvisors Wealth Management, LLC | 22.383.000 $ | +754.000 $ | +3,5 % | 21.629.000 $ | +6.276.000 $ | +40,9 % | 15.353.000 $ | -719.000 $ | -4,5 % | 16.072.000 $ | +206.000 $ | +1,3 % |
| Waterloo Capital, L.P. | 9.971.371 $ | +1.090.771 $ | +12,3 % | 8.880.600 $ | -13.481.774 $ | -60,3 % | 22.362.374 $ | -1.534.137 $ | -6,4 % | |||
| DONALDSON CAPITAL MANAGEMENT, LLC | 19.864.511 $ | -1.900.088 $ | -8,7 % | 21.764.599 $ | -555.143 $ | -2,5 % | 22.319.742 $ | +2.398.901 $ | +12,0 % | |||
| Hartmann Taylor Wealth Management, LLC | 22.278.918 $ | +5.802.916 $ | +35,2 % | 16.476.002 $ | -50.479 $ | -0,3 % | 16.526.481 $ | -1.255.995 $ | -7,1 % | 17.782.476 $ | +1.145.580 $ | +6,9 % |
| Chaney Capital Management, Inc. | 22.241.478 $ | +2.064.596 $ | +10,2 % | 20.176.882 $ | +201.463 $ | +1,0 % | 19.975.419 $ | +46.670 $ | +0,2 % | |||
| TrueWealth Financial Partners | 839.484 $ | -21.385.309 $ | -96,2 % | 22.224.793 $ | ||||||||
| Compton Financial Group, LLC | 22.201.286 $ | +3.163.139 $ | +16,6 % | 19.038.147 $ | +968.813 $ | +5,4 % | 18.069.334 $ | +52.105 $ | +0,3 % | |||
| Mayflower Financial Advisors, LLC | 21.422.461 $ | +3.935.529 $ | +22,5 % | 17.486.932 $ | -4.706.323 $ | -21,2 % | 22.193.255 $ | +1.833.255 $ | +9,0 % | |||
| RMR Wealth Builders | 19.519.061 $ | -2.632.069 $ | -11,9 % | 22.151.130 $ | +4.408.693 $ | +24,8 % | 17.742.437 $ | +1.067.193 $ | +6,4 % | 16.675.244 $ | -3.622.223 $ | -17,8 % |
| Guided Capital Wealth Management, LLC | 20.347.498 $ | -1.803.592 $ | -8,1 % | 22.151.090 $ | +3.272.113 $ | +17,3 % | 18.878.977 $ | +3.954.773 $ | +26,5 % | 14.924.204 $ | +928.346 $ | +6,6 % |
| HFG Wealth Management, LLC | 11.093.182 $ | +0 $ | +0,0 % | 11.093.182 $ | -11.026.407 $ | -49,8 % | 22.119.589 $ | +2.576.725 $ | +13,2 % | 19.542.864 $ | -749.397 $ | -3,7 % |
| Pictet North America Advisors SA | 18.202.348 $ | -1.294.659 $ | -6,6 % | 19.497.007 $ | +2.241.471 $ | +13,0 % | 17.255.536 $ | -4.853.977 $ | -22,0 % | 22.109.513 $ | +372.755 $ | +1,7 % |
| Legacy CG, LLC | 22.083.714 $ | +2.862.036 $ | +14,9 % | 19.221.678 $ | +3.597.311 $ | +23,0 % | 15.624.367 $ | +2.820.064 $ | +22,0 % | |||
| NOVEM GROUP | 22.039.413 $ | +527.524 $ | +2,5 % | 21.511.889 $ | +1.821.635 $ | +9,3 % | 19.690.254 $ | +2.303.721 $ | +13,3 % | 17.386.533 $ | +653.285 $ | +3,9 % |
| Cerity Partners Retirement Plan Advisors LLC | 22.012.472 $ | |||||||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 15.816.818 $ | +1.492.004 $ | +10,4 % | 14.324.814 $ | -7.623.734 $ | -34,7 % | 21.948.548 $ | -1.414.171 $ | -6,1 % | |||
| Legacy Wealth Advisors, LLC | 16.256.213 $ | -2.721.821 $ | -14,3 % | 18.978.034 $ | -2.947.886 $ | -13,4 % | 21.925.920 $ | |||||
| RETIREMENT PLANNING GROUP, LLC / NY | 21.907.217 $ | +2.961.259 $ | +15,6 % | 18.945.958 $ | +1.434.312 $ | +8,2 % | 17.511.646 $ | +4.083.099 $ | +30,4 % | |||
| WealthShield Partners, LLC | 9.525.235 $ | -11.944.294 $ | -55,6 % | 21.469.529 $ | -368.170 $ | -1,7 % | 21.837.699 $ | +2.060.784 $ | +10,4 % | |||
| Arete Wealth Advisors, LLC | 17.218.328 $ | +3.561.135 $ | +26,1 % | 13.657.193 $ | -8.157.543 $ | -37,4 % | 21.814.736 $ | -2.075.264 $ | -8,7 % | |||
| SUMITOMO LIFE INSURANCE CO | 15.988.120 $ | +3.921.370 $ | +32,5 % | 12.066.750 $ | -9.712.530 $ | -44,6 % | 21.779.280 $ | -8.998.768 $ | -29,2 % | |||
| IAMS WEALTH MANAGEMENT, LLC | 18.804.433 $ | -2.957.301 $ | -13,6 % | 21.761.734 $ | +3.935.811 $ | +22,1 % | 17.825.923 $ | +1.538.277 $ | +9,4 % | 16.287.646 $ | +4.035.165 $ | +32,9 % |
| CI INVESTMENTS INC. | 21.741.855 $ | +5.264.115 $ | +31,9 % | 16.477.740 $ | +3.514.229 $ | +27,1 % | 12.963.511 $ | +5.104.511 $ | +65,0 % | |||
| Blom & Howell Financial Planning, Inc. | 21.735.594 $ | +5.407.080 $ | +33,1 % | 16.328.514 $ | +3.854.683 $ | +30,9 % | 12.473.831 $ | |||||
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 20.068.758 $ | -1.660.258 $ | -7,6 % | 21.729.016 $ | +3.394.042 $ | +18,5 % | 18.334.974 $ | +2.343.470 $ | +14,7 % | 15.991.504 $ | +326.934 $ | +2,1 % |
| Elevation Capital Advisory, LLC | 21.719.761 $ | +10.280.371 $ | +89,9 % | 11.439.390 $ | +969.034 $ | +9,3 % | 10.470.356 $ | +8.684.310 $ | +486,2 % | |||
| EVERMAY WEALTH MANAGEMENT LLC | 21.702.439 $ | +3.043.328 $ | +16,3 % | 18.659.111 $ | +1.055.507 $ | +6,0 % | 17.603.604 $ | +2.567.063 $ | +17,1 % | |||
| SIGNET FINANCIAL MANAGEMENT, LLC | 20.909.251 $ | -750.587 $ | -3,5 % | 21.659.838 $ | +3.261.375 $ | +17,7 % | ||||||
| LifeWealth Investments, LLC | 18.453.176 $ | -3.141.842 $ | -14,5 % | 21.595.018 $ | +2.659.935 $ | +14,0 % | 18.935.083 $ | +2.765.008 $ | +17,1 % | 16.170.075 $ | -16.169.927 $ | -50,0 % |
| Mosley Wealth Management | 4.456.587 $ | -429.839 $ | -8,8 % | 4.886.426 $ | -16.673.951 $ | -77,3 % | 21.560.377 $ | +229.119 $ | +1,1 % | 21.331.258 $ | ||
| Hilltop Holdings Inc. | 16.255.300 $ | +986.739 $ | +6,5 % | 15.268.561 $ | -6.291.752 $ | -29,2 % | 21.560.313 $ | +1.085.039 $ | +5,3 % | |||
| Wealthquest Corp | 12.617.404 $ | -8.877.546 $ | -41,3 % | 21.494.950 $ | +10.888.212 $ | +102,7 % | 10.606.738 $ | -5.553.493 $ | -34,4 % | |||
| Strategic Advocates LLC | 1.067.227 $ | +159.796 $ | +17,6 % | 907.431 $ | -20.541.617 $ | -95,8 % | 21.449.048 $ | +1.148.729 $ | +5,7 % | |||
| Fortune Financial Group, Inc. | 13.540.528 $ | -235.083 $ | -1,7 % | 13.775.611 $ | -7.664.739 $ | -35,7 % | 21.440.350 $ | +9.560.350 $ | +80,5 % | 11.880.000 $ | ||
| Bedel Financial Consulting, Inc. | 21.428.312 $ | +2.402.346 $ | +12,6 % | 19.025.966 $ | -410.294 $ | -2,1 % | 19.436.260 $ | +29.779 $ | +0,2 % | |||
| MTM FINANCIAL GROUP, LLC | 21.422.281 $ | +2.500.500 $ | +13,2 % | 18.921.781 $ | +1.369.950 $ | +7,8 % | 17.551.831 $ | +1.598.539 $ | +10,0 % | |||
| Strategic Wealth Partners, Ltd. | 12.149.876 $ | -9.250.770 $ | -43,2 % | 21.400.646 $ | +2.497.325 $ | +13,2 % | 18.903.321 $ | +1.013.249 $ | +5,7 % | |||
| CHILTON CAPITAL MANAGEMENT LLC | 21.340.916 $ | +3.332.335 $ | +18,5 % | 18.008.581 $ | +1.409.166 $ | +8,5 % | 16.599.415 $ | +209.885 $ | +1,3 % | |||
| Veery Capital, LLC | 21.281.139 $ | -21.760 $ | -0,1 % | 21.302.899 $ | +3.585.348 $ | +20,2 % | 17.717.551 $ | +1.936.576 $ | +12,3 % | 15.780.975 $ | +423.507 $ | +2,8 % |
| PATTEN & PATTEN INC/TN | 18.823.716 $ | -906.547 $ | -4,6 % | 19.730.263 $ | -1.552.743 $ | -7,3 % | 21.283.006 $ | -2.010.312 $ | -8,6 % | |||
| Marks Group Wealth Management, Inc | 21.276.172 $ | +2.441.323 $ | +13,0 % | 18.834.849 $ | +2.756.797 $ | +17,1 % | 16.078.052 $ | +4.370.726 $ | +37,3 % | |||
| Hamilton Wealth, LLC | 19.446.884 $ | -1.801.238 $ | -8,5 % | 21.248.122 $ | +4.953.361 $ | +30,4 % | 16.294.761 $ | +11.575.813 $ | +245,3 % | |||
| TABR Capital Management, LLC | 16.840.827 $ | -4.356.110 $ | -20,6 % | 21.196.937 $ | +10.150.461 $ | +91,9 % | 11.046.476 $ | +3.528.994 $ | +46,9 % | 7.517.482 $ | +7.268.951 $ | +2.924,8 % |
| American Capital Advisory, LLC | 21.190.784 $ | +1.777.957 $ | +9,2 % | 19.412.827 $ | +5.537.931 $ | +39,9 % | 13.874.896 $ | +3.551.284 $ | +34,4 % | |||
| FRG Family Wealth Advisors LLC | 21.184.723 $ | +3.001.095 $ | +16,5 % | 18.183.628 $ | +126.981 $ | +0,7 % | ||||||
| Strategic Financial Concepts, LLC | 16.483.139 $ | -4.701.313 $ | -22,2 % | 21.184.452 $ | +15.490.726 $ | +272,1 % | 5.693.726 $ | -27.940.011 $ | -83,1 % | |||
| ASSOCIATED BANC-CORP | 21.174.897 $ | +3.454.492 $ | +19,5 % | 17.720.405 $ | +1.310.458 $ | +8,0 % | 16.409.947 $ | +903.521 $ | +5,8 % | |||
| Centerpoint Advisory Group | 21.163.810 $ | +5.616.366 $ | +36,1 % | 15.547.444 $ | +210.075 $ | +1,4 % | 15.337.369 $ | +950.014 $ | +6,6 % | |||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 21.141.253 $ | +5.125.659 $ | +32,0 % | 16.015.594 $ | +5.235.270 $ | +48,6 % | 10.780.324 $ | +678.144 $ | +6,7 % | |||
| Palumbo Wealth Management LLC | 21.139.097 $ | +4.365.778 $ | +26,0 % | 16.773.319 $ | +598.934 $ | +3,7 % | 16.174.385 $ | +16.144.670 $ | +54.331,7 % | |||
| Stewardship Advisors, LLC | 19.936.945 $ | -208.155 $ | -1,0 % | 20.145.100 $ | -960.886 $ | -4,6 % | 21.105.986 $ | +2.297.364 $ | +12,2 % | 18.808.622 $ | -2.212.080 $ | -10,5 % |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 17.634.464 $ | -3.411.669 $ | -16,2 % | 21.046.133 $ | +1.924.903 $ | +10,1 % | 19.121.230 $ | +807.690 $ | +4,4 % | 18.313.540 $ | +830.731 $ | +4,8 % |
| Clay Northam Wealth Management, LLC | 21.027.563 $ | +1.400.785 $ | +7,1 % | 19.626.778 $ | -22.145 $ | -0,1 % | 19.648.923 $ | +748.277 $ | +4,0 % | 18.900.646 $ | +1.592.021 $ | +9,2 % |
| Napier Financial, LLC | 21.002.044 $ | +3.512.077 $ | +20,1 % | 17.489.967 $ | +87.576 $ | +0,5 % | 17.402.391 $ | |||||
| Portland Global Advisors LLC | 20.982.284 $ | +3.309.655 $ | +18,7 % | 17.672.629 $ | +788.913 $ | +4,7 % | 16.883.716 $ | +182.223 $ | +1,1 % | |||
| Bravera Wealth | 20.979.312 $ | +4.038.166 $ | +23,8 % | 16.941.146 $ | +1.918.912 $ | +12,8 % | 15.022.234 $ | |||||
| Scott Capital Advisors, LLC | 18.952.836 $ | +427.300 $ | +2,3 % | 18.525.536 $ | -445.813 $ | -2,3 % | 18.971.349 $ | -2.001.098 $ | -9,5 % | 20.972.447 $ | +1.194.777 $ | +6,0 % |
| Cornerstone Wealth Group, LLC | 9.659.897 $ | +718.033 $ | +8,0 % | 8.941.864 $ | -12.026.277 $ | -57,4 % | 20.968.141 $ | +1.297.003 $ | +6,6 % | |||
| Probity Advisors, Inc. | 20.965.537 $ | +2.425.154 $ | +13,1 % | 18.540.383 $ | +426.035 $ | +2,4 % | 18.114.348 $ | +254.977 $ | +1,4 % | |||
| Tower Research Capital LLC (TRC) | 6.305.210 $ | +2.139.299 $ | +51,4 % | 4.165.911 $ | -16.755.139 $ | -80,1 % | 20.921.050 $ | -26.648.029 $ | -56,0 % | |||
| Cyr Financial Inc. | 20.905.963 $ | +2.587.528 $ | +14,1 % | 18.318.435 $ | +1.431.915 $ | +8,5 % | 16.886.520 $ | +1.356.900 $ | +8,7 % | 15.529.620 $ | +1.573.401 $ | +11,3 % |
| Ascentis Independent Advisors | 884.544 $ | -20.019.519 $ | -95,8 % | 20.904.063 $ | +14.629.785 $ | +233,2 % | 6.274.278 $ | -3.783.730 $ | -37,6 % | |||
| Wealth Enhancement Trust Services, Inc. | 20.875.603 $ | +5.692.778 $ | +37,5 % | 15.182.825 $ | +657.475 $ | +4,5 % | 14.525.350 $ | -1.274.669 $ | -8,1 % | 15.800.019 $ | ||
| Rezny Wealth Management, Inc. | 19.887.207 $ | -122.189 $ | -0,6 % | 20.009.396 $ | +38.368 $ | +0,2 % | 19.971.028 $ | -895.127 $ | -4,3 % | 20.866.155 $ | -282.771 $ | -1,3 % |
| O'Connor Financial Group LLC | 20.861.622 $ | +1.583.221 $ | +8,2 % | 19.278.401 $ | +1.119.125 $ | +6,2 % | 18.159.276 $ | +11.302.457 $ | +164,8 % | |||
| STERLING INVESTMENT ADVISORS LLC /ADV | 20.835.975 $ | +2.265.647 $ | +12,2 % | 18.570.328 $ | -126.967 $ | -0,7 % | 18.697.295 $ | -22.078 $ | -0,1 % | |||
| Interchange Capital Partners, LLC | 20.749.614 $ | +7.106.103 $ | +52,1 % | 13.643.511 $ | -6.247.057 $ | -31,4 % | 19.890.568 $ | +779.449 $ | +4,1 % | |||
| UNIQUE WEALTH, LLC | 10.444.044 $ | +1.172.822 $ | +12,7 % | 9.271.222 $ | +1.955.295 $ | +26,7 % | 7.315.927 $ | -13.431.408 $ | -64,7 % | 20.747.335 $ | +1.352.419 $ | +7,0 % |
| LANE BROTHERS & CO INC | 20.588.795 $ | -143.766 $ | -0,7 % | 20.732.561 $ | +868.395 $ | +4,4 % | 19.864.166 $ | |||||
| Inlight Wealth Management, LLC | 20.722.438 $ | +1.937.789 $ | +10,3 % | 18.784.649 $ | +830.429 $ | +4,6 % | 17.954.220 $ | +2.377.630 $ | +15,3 % | 15.576.590 $ | +3.811.567 $ | +32,4 % |
| COURIER CAPITAL LLC | 19.636.114 $ | -1.078.086 $ | -5,2 % | 20.714.200 $ | +1.523.986 $ | +7,9 % | 19.190.214 $ | -1.158.257 $ | -5,7 % | 20.348.471 $ | +715.520 $ | +3,6 % |
| Fairway Wealth LLC | 20.692.726 $ | +1.950.128 $ | +10,4 % | 18.742.598 $ | +981.557 $ | +5,5 % | 17.761.041 $ | +730.537 $ | +4,3 % | |||
| Alpha Financial Advisors, LLC | 20.646.441 $ | +3.101.817 $ | +17,7 % | 17.544.624 $ | -1.618.944 $ | -8,4 % | 19.163.568 $ | +482.394 $ | +2,6 % | |||
| Bellwether Advisors, LLC | 20.623.369 $ | +19.524.174 $ | +1.776,2 % | 1.099.195 $ | -10.860 $ | -1,0 % | 1.110.055 $ | +2.715 $ | +0,2 % | |||
| Luken Investment Analytics, LLC | 20.608.629 $ | +2.006.163 $ | +10,8 % | 18.602.466 $ | +196.500 $ | +1,1 % | 18.405.966 $ | +1.379.011 $ | +8,1 % | |||
| Peak Planning Group, LLC | 20.573.252 $ | +3.652.741 $ | +21,6 % | 16.920.511 $ | +1.321.399 $ | +8,5 % | 15.599.112 $ | +4.106.371 $ | +35,7 % | |||
| Aventura Private Wealth, LLC | 15.664.786 $ | -1.422.688 $ | -8,3 % | 17.087.474 $ | -3.462.102 $ | -16,8 % | 20.549.576 $ | -1.055.038 $ | -4,9 % | |||
| CITY HOLDING CO | 20.548.458 $ | +2.295.624 $ | +12,6 % | 18.252.834 $ | +3.162.343 $ | +21,0 % | 15.090.491 $ | +628.739 $ | +4,3 % | 14.461.752 $ | +575.745 $ | +4,1 % |
| CEERA INVESTMENTS, LLC | 14.059.283 $ | -6.488.364 $ | -31,6 % | 20.547.647 $ | +7.818.645 $ | +61,4 % | 12.729.002 $ | -1.137.197 $ | -8,2 % | |||
| SVB WEALTH LLC | 20.534.872 $ | +3.956.143 $ | +23,9 % | 16.578.729 $ | -1.206.614 $ | -6,8 % | 17.785.343 $ | -3.686.482 $ | -17,2 % | |||
| Lunt Capital Management, Inc. | 20.523.278 $ | +3.774.386 $ | +22,5 % | 16.748.892 $ | -217.626 $ | -1,3 % | 16.966.518 $ | -2.389.880 $ | -12,3 % | |||
| Investment Advisory Services Group LLC | 20.469.627 $ | +2.504.198 $ | +13,9 % | 17.965.429 $ | -1.106.998 $ | -5,8 % | 19.072.427 $ | |||||
| WBH ADVISORY INC | 20.435.842 $ | +3.796.314 $ | +22,8 % | 16.639.528 $ | +2.502.544 $ | +17,7 % | 14.136.984 $ | +666.395 $ | +4,9 % | |||
| BCM ADVISORS, LLC | 20.114.179 $ | -320.452 $ | -1,6 % | 20.434.631 $ | +834.639 $ | +4,3 % | 19.599.992 $ | -113.890 $ | -0,6 % | |||
| JDM Financial Group LLC | 20.355.254 $ | +6.875.756 $ | +51,0 % | 13.479.498 $ | +1.028.202 $ | +8,3 % | 12.451.296 $ | +1.212.428 $ | +10,8 % | |||
| Goldenstone Wealth Management LLC | 20.288.023 $ | +3.139.053 $ | +18,3 % | 17.148.970 $ | +876.968 $ | +5,4 % | 16.272.002 $ | |||||
| ARS Wealth Advisors Group, LLC | 20.282.502 $ | +1.549.924 $ | +8,3 % | 18.732.578 $ | +3.569.788 $ | +23,5 % | 15.162.790 $ | +253.341 $ | +1,7 % | 14.909.449 $ | +1.148.565 $ | +8,3 % |
| Brookwood Investment Group LLC | 13.168.879 $ | +2.386.053 $ | +22,1 % | 10.782.826 $ | -9.494.842 $ | -46,8 % | 20.277.668 $ | +4.500.776 $ | +28,5 % | |||
| Choice Wealth Advisors LLC | 587.947 $ | -11.307.133 $ | -95,1 % | 11.895.080 $ | -8.371.250 $ | -41,3 % | 20.266.330 $ | +1.915.504 $ | +10,4 % | 18.350.826 $ | -465.649 $ | -2,5 % |
| Challenger Wealth Management | 20.265.183 $ | +2.413.373 $ | +13,5 % | 17.851.810 $ | -1.834.141 $ | -9,3 % | 19.685.951 $ | +722.269 $ | +3,8 % | |||
| Lineweaver Wealth Advisors, LLC | 19.711.432 $ | -290.951 $ | -1,5 % | 20.002.383 $ | -209.130 $ | -1,0 % | 20.211.513 $ | +63.415 $ | +0,3 % | 20.148.098 $ | +1.141.016 $ | +6,0 % |
| LANARK FINANCIAL, INC. | 20.195.921 $ | +2.556.691 $ | +14,5 % | 17.639.230 $ | -1.016.411 $ | -5,4 % | 18.655.641 $ | |||||
| Ellis Investment Partners, LLC | 10.810.545 $ | -1.274.643 $ | -10,5 % | 12.085.188 $ | +130.826 $ | +1,1 % | 11.954.362 $ | -8.202.471 $ | -40,7 % | 20.156.833 $ | -6.545.511 $ | -24,5 % |
| Sequent Planning LLC | 20.130.966 $ | +6.348.621 $ | +46,1 % | 13.782.345 $ | +1.542.149 $ | +12,6 % | 12.240.196 $ | +1.870.508 $ | +18,0 % | |||
| Portside Wealth Group, LLC | 20.126.458 $ | +2.248.855 $ | +12,6 % | 17.877.603 $ | +3.728.811 $ | +26,4 % | 14.148.792 $ | +302.545 $ | +2,2 % | 13.846.247 $ | +2.564.111 $ | +22,7 % |
| Pallas Capital Advisors LLC | 20.072.693 $ | +2.061.908 $ | +11,4 % | 18.010.785 $ | -1.542.339 $ | -7,9 % | 19.553.124 $ | +808.399 $ | +4,3 % | |||
| Paragon Advisors, LLC | 11.981.550 $ | -7.905.175 $ | -39,8 % | 19.886.725 $ | +11.023.819 $ | +124,4 % | 8.862.906 $ | -44.803.871 $ | -83,5 % | |||
| Stonebridge Financial Planning Group, LLC | 19.864.250 $ | +3.755.961 $ | +23,3 % | 16.108.289 $ | +970.599 $ | +6,4 % | 15.137.690 $ | +2.208.321 $ | +17,1 % | |||
| BCGM Wealth Management, LLC | 14.850.673 $ | -1.937.290 $ | -11,5 % | 16.787.963 $ | -3.037.784 $ | -15,3 % | 19.825.747 $ | +3.568.239 $ | +21,9 % | |||
| Sovereign Financial Group, Inc. | 19.812.027 $ | +2.577.536 $ | +15,0 % | 17.234.491 $ | -50.115 $ | -0,3 % | 17.284.606 $ | +916.174 $ | +5,6 % | |||
| RWA WEALTH PARTNERS, LLC | 19.808.176 $ | +3.691.217 $ | +22,9 % | 16.116.959 $ | +1.203.492 $ | +8,1 % | 14.913.467 $ | -1.032.481 $ | -6,5 % | |||
| Solitude Financial Services | 19.793.144 $ | +3.527 $ | +0,0 % | 19.789.617 $ | +2.544.207 $ | +14,8 % | 17.245.410 $ | -808.125 $ | -4,5 % | |||
| NOESIS CAPITAL MANGEMENT CORP | 19.779.590 $ | +3.428.007 $ | +21,0 % | 16.351.583 $ | +2.388.068 $ | +17,1 % | 13.963.515 $ | +2.817.718 $ | +25,3 % | |||
| Atlas Private Wealth Advisors | 19.693.642 $ | +2.512.594 $ | +14,6 % | 17.181.048 $ | +1.959.774 $ | +12,9 % | 15.221.274 $ | +1.032.132 $ | +7,3 % | |||
| One Capital Management, LLC | 18.962.503 $ | +0 $ | +0,0 % | 18.962.503 $ | -696.362 $ | -3,5 % | 19.658.865 $ | -8.270.172 $ | -29,6 % | |||
| McGlone Suttner Wealth Management, Inc. | 19.346.080 $ | -307.325 $ | -1,6 % | 19.653.405 $ | +3.532.342 $ | +21,9 % | 16.121.063 $ | +1.209.295 $ | +8,1 % | 14.911.768 $ | +758.892 $ | +5,4 % |
| TD Capital Management LLC | 19.649.524 $ | +1.199.895 $ | +6,5 % | 18.449.629 $ | +794.573 $ | +4,5 % | 17.655.056 $ | +1.272.629 $ | +7,8 % | |||
| PANAGORA ASSET MANAGEMENT INC | 19.620.106 $ | +7.078.233 $ | +56,4 % | |||||||||
| Brady Martz Wealth Solutions, LLC | 17.447.005 $ | +985.839 $ | +6,0 % | 16.461.166 $ | -3.154.338 $ | -16,1 % | 19.615.504 $ | +2.646.427 $ | +15,6 % | |||
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 19.585.347 $ | +3.470.917 $ | +21,5 % | 16.114.430 $ | +2.072.329 $ | +14,8 % | 14.042.101 $ | +199.231 $ | +1,4 % | |||
| Mason Investment Advisory Services, Inc. | 19.574.175 $ | +4.901.807 $ | +33,4 % | 14.672.368 $ | +2.029.385 $ | +16,1 % | 12.642.983 $ | +1.357.169 $ | +12,0 % | |||
| PMG Wealth Management, Inc. | 19.572.290 $ | +5.621.270 $ | +40,3 % | 13.951.020 $ | +2.926.319 $ | +26,5 % | 11.024.701 $ | +617.393 $ | +5,9 % | |||
| Claris Financial LLC | 19.509.953 $ | +189.524 $ | +1,0 % | 19.320.429 $ | +1.451.077 $ | +8,1 % | ||||||
| Alliance Wealth Management Group | 19.446.186 $ | +3.938.784 $ | +25,4 % | 15.507.402 $ | +1.110.656 $ | +7,7 % | 14.396.746 $ | -50.601 $ | -0,4 % | |||
| Shakespeare Wealth Management, LLC | 19.433.272 $ | +2.718.349 $ | +16,3 % | 16.714.923 $ | +256.056 $ | +1,6 % | 16.458.867 $ | +70.796 $ | +0,4 % | |||
| Schorn Wealth LLC | 16.591.463 $ | -2.826.289 $ | -14,6 % | 19.417.752 $ | +4.207.864 $ | +27,7 % | 15.209.888 $ | +947.624 $ | +6,6 % | 14.262.264 $ | +189.222 $ | +1,3 % |
| HERITAGE OAK WEALTH ADVISORS LLC | 17.048.752 $ | -2.365.763 $ | -12,2 % | 19.414.515 $ | +8.049.548 $ | +70,8 % | 11.364.967 $ | -6.727.443 $ | -37,2 % | 18.092.410 $ | -4.510.674 $ | -20,0 % |
| IEQ CAPITAL, LLC | 19.358.881 $ | +2.123.842 $ | +12,3 % | 17.235.039 $ | +4.112.888 $ | +31,3 % | 13.122.151 $ | +677.553 $ | +5,4 % | |||
| Keystone Financial Services | 15.598.081 $ | -3.759.094 $ | -19,4 % | 19.357.175 $ | +1.990.202 $ | +11,5 % | 17.366.973 $ | +2.256.595 $ | +14,9 % | |||
| Midwest Capital Advisors, LLC | 9.718.116 $ | -2.461.295 $ | -20,2 % | 12.179.411 $ | -7.168.056 $ | -37,0 % | 19.347.467 $ | +4.776.465 $ | +32,8 % | |||
| Asset One Wealth Management LLC | 19.341.561 $ | +546.719 $ | +2,9 % | 18.794.842 $ | +14.645.891 $ | +353,0 % | 4.148.951 $ | |||||
| Hudson Capital Management LLC | 13.190.782 $ | -1.082.401 $ | -7,6 % | 14.273.183 $ | +2.370.313 $ | +19,9 % | 11.902.870 $ | -7.424.110 $ | -38,4 % | 19.326.980 $ | -14.270.836 $ | -42,5 % |
| Callan Family Office, LLC | 19.301.058 $ | +6.200.751 $ | +47,3 % | 13.100.307 $ | +3.011.857 $ | +29,9 % | 10.088.450 $ | +3.874.347 $ | +62,3 % | |||
| Able Wealth Management LLC | 19.299.149 $ | +750.198 $ | +4,0 % | 18.548.951 $ | +1.113.935 $ | +6,4 % | 17.435.016 $ | +1.766.128 $ | +11,3 % | 15.668.888 $ | +2.099.319 $ | +15,5 % |
| GSG Advisors LLC | 19.217.365 $ | +3.442.738 $ | +21,8 % | 15.774.627 $ | +596.249 $ | +3,9 % | 15.178.378 $ | +1.090.998 $ | +7,7 % | |||
| Neumann Capital Management, LLC | 19.167.976 $ | +3.114.862 $ | +19,4 % | 16.053.114 $ | +851.244 $ | +5,6 % | 15.201.870 $ | +198.346 $ | +1,3 % | |||
| FINANCIAL CONSULATE, INC | 19.104.290 $ | +2.981.369 $ | +18,5 % | 16.122.921 $ | -1.077.898 $ | -6,3 % | 17.200.819 $ | -378.024 $ | -2,2 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 19.084.217 $ | +5.426.326 $ | +39,7 % | 13.657.891 $ | +2.379.685 $ | +21,1 % | 11.278.206 $ | -792.292 $ | -6,6 % | |||
| Alpha Zero LLC | 19.064.915 $ | +6.041.049 $ | +46,4 % | 13.023.866 $ | +2.297.769 $ | +21,4 % | 10.726.097 $ | +1.560.151 $ | +17,0 % | |||
| Advantage Trust Co | 17.839.455 $ | -1.147.542 $ | -6,0 % | 18.986.997 $ | +1.499.792 $ | +8,6 % | 17.487.205 $ | +669.937 $ | +4,0 % | 16.817.268 $ | +320.358 $ | +1,9 % |
| TSA Wealth Managment LLC | 14.137.725 $ | -698.368 $ | -4,7 % | 14.836.093 $ | -4.142.005 $ | -21,8 % | 18.978.098 $ | +4.532.157 $ | +31,4 % | |||
| Ritter Daniher Financial Advisory LLC / DE | 15.661.364 $ | +548.743 $ | +3,6 % | 15.112.621 $ | -3.861.798 $ | -20,4 % | 18.974.419 $ | -2.658.766 $ | -12,3 % | |||
| Strategent Financial, LLC | 2.546.099 $ | +298.660 $ | +13,3 % | 2.247.439 $ | -16.711.468 $ | -88,1 % | 18.958.907 $ | +854.942 $ | +4,7 % | |||
| PARSONS CAPITAL MANAGEMENT INC/RI | 13.214.319 $ | -1.459.809 $ | -9,9 % | 14.674.128 $ | -4.283.691 $ | -22,6 % | 18.957.819 $ | +309.816 $ | +1,7 % | |||
| CHANNEL WEALTH LLC | 14.209.185 $ | +733.238 $ | +5,4 % | 13.475.947 $ | -5.460.295 $ | -28,8 % | 18.936.242 $ | +3.767.835 $ | +24,8 % | |||
| Saxony Capital Management, LLC | 18.933.567 $ | +191.594 $ | +1,0 % | 18.741.973 $ | +2.327.260 $ | +14,2 % | 16.414.713 $ | -918.266 $ | -5,3 % | 17.332.979 $ | +6.675.062 $ | +62,6 % |
| Nicht ausgewiesen | 18.904.428 $ | +1.401.905 $ | +8,0 % | 17.502.523 $ | +1.573.374 $ | +9,9 % | 15.929.149 $ | -2.297.707 $ | -12,6 % | |||
| Elevated Financial Group LLC | 18.854.341 $ | +1.045.343 $ | +5,9 % | 17.808.998 $ | +3.696.139 $ | +26,2 % | 14.112.859 $ | +1.619.372 $ | +13,0 % | 12.493.487 $ | ||
| Rubicon Advisors, GP | 14.792.873 $ | -4.052.028 $ | -21,5 % | 18.844.901 $ | +2.421.294 $ | +14,7 % | 16.423.607 $ | |||||
| RFG - Bristol Wealth Advisors, LLC | 17.430.587 $ | -1.377.548 $ | -7,3 % | 18.808.135 $ | +2.951.346 $ | +18,6 % | 15.856.789 $ | +2.031.611 $ | +14,7 % | 13.825.178 $ | +837.218 $ | +6,4 % |
| APS Management Group, Inc. | 12.590.002 $ | -6.192.880 $ | -33,0 % | 18.782.882 $ | +2.748.463 $ | +17,1 % | 16.034.419 $ | +237.182 $ | +1,5 % | 15.797.237 $ | +4.358.270 $ | +38,1 % |
| Wood Tarver Financial Group, LLC | 18.737.000 $ | +2.954.000 $ | +18,7 % | 15.783.000 $ | +1.234.000 $ | +8,5 % | 14.549.000 $ | +982.000 $ | +7,2 % | |||
| BCS Wealth Management | 9.998.583 $ | +534.907 $ | +5,7 % | 9.463.676 $ | -9.271.175 $ | -49,5 % | 18.734.851 $ | -1.421.791 $ | -7,1 % | |||
| Tenzing Financial LLC | 18.720.807 $ | +63.559 $ | +0,3 % | 18.657.248 $ | +1.225.086 $ | +7,0 % | 17.432.162 $ | |||||
| MBA Advisors LLC | 18.716.430 $ | +1.710.830 $ | +10,1 % | 17.005.600 $ | +1.504.045 $ | +9,7 % | 15.501.555 $ | +388.152 $ | +2,6 % | |||
| KM Capital Management Ltd. | 18.674.029 $ | +120.669 $ | +0,7 % | 18.553.360 $ | +7.998.421 $ | +75,8 % | 10.554.939 $ | +1.737.395 $ | +19,7 % | |||
| M.E. ALLISON & CO., INC. | 18.660.095 $ | +1.025.707 $ | +5,8 % | 17.634.388 $ | +2.929.515 $ | +19,9 % | 14.704.873 $ | +1.040.155 $ | +7,6 % | 13.664.718 $ | +469.122 $ | +3,6 % |
| FWG Holdings, LLC | 10.427.157 $ | +1.338.306 $ | +14,7 % | 9.088.851 $ | -9.542.047 $ | -51,2 % | 18.630.898 $ | +9.981.959 $ | +115,4 % | |||
| Veracity Capital LLC | 17.926.623 $ | -696.026 $ | -3,7 % | 18.622.649 $ | +3.510.191 $ | +23,2 % | 15.112.458 $ | -1.690.452 $ | -10,1 % | 16.802.910 $ | +15.257.864 $ | +987,5 % |
| J. Mark Nickell & Co. | 10.892.171 $ | -7.676.486 $ | -41,3 % | 18.568.657 $ | +9.478.494 $ | +104,3 % | 9.090.163 $ | |||||
| Ferguson Shapiro LLC | 18.566.163 $ | +769.285 $ | +4,3 % | 17.796.878 $ | +3.421.458 $ | +23,8 % | 14.375.420 $ | -3.053.650 $ | -17,5 % | 17.429.070 $ | -674.722 $ | -3,7 % |
| Retirement Planning Group, LLC | 18.394.880 $ | -170.497 $ | -0,9 % | 18.565.377 $ | +365.178 $ | +2,0 % | 18.200.199 $ | +1.460.861 $ | +8,7 % | 16.739.338 $ | +844.505 $ | +5,3 % |
| Karpus Management, Inc. | 18.404.727 $ | -160.537 $ | -0,9 % | 18.565.264 $ | +3.556.124 $ | +23,7 % | 15.009.140 $ | +1.231.201 $ | +8,9 % | |||
| ARROW FINANCIAL CORP | 18.510.676 $ | +3.116.575 $ | +20,2 % | 15.394.101 $ | +3.392.127 $ | +28,3 % | 12.001.974 $ | |||||
| BSW Wealth Partners | 18.507.209 $ | +2.852.334 $ | +18,2 % | 15.654.875 $ | +281.948 $ | +1,8 % | 15.372.927 $ | -528.403 $ | -3,3 % | |||
| SILVERLAKE WEALTH MANAGEMENT LLC | 18.495.368 $ | +809.464 $ | +4,6 % | 17.685.904 $ | +1.314.736 $ | +8,0 % | 16.371.168 $ | +1.923.457 $ | +13,3 % | 14.447.711 $ | -1.416.793 $ | -8,9 % |
| Blue Water Asset Management | 11.728.355 $ | -1.098.631 $ | -8,6 % | 12.826.986 $ | -5.657.923 $ | -30,6 % | 18.484.909 $ | |||||
| RiverTree Advisors, LLC | 18.330.884 $ | -128.229 $ | -0,7 % | 18.459.113 $ | +1.142.173 $ | +6,6 % | 17.316.940 $ | +1.763.915 $ | +11,3 % | 15.553.025 $ | -57.547 $ | -0,4 % |
| FIRST NATIONAL TRUST CO | 18.430.704 $ | +1.703.426 $ | +10,2 % | 16.727.278 $ | +9.862.979 $ | +143,7 % | 6.864.299 $ | +221.197 $ | +3,3 % | |||
| Compagnie Lombard Odier SCmA | 18.410.528 $ | +8.880.371 $ | +93,2 % | 9.530.157 $ | +2.325.247 $ | +32,3 % | 7.204.910 $ | +1.509.421 $ | +26,5 % | |||
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 18.397.518 $ | +699.049 $ | +3,9 % | 17.698.469 $ | +6.685.127 $ | +60,7 % | 11.013.342 $ | +725.450 $ | +7,1 % | |||
| FIDUCIARY TRUST CO | 18.390.992 $ | +2.515.346 $ | +15,8 % | 15.875.646 $ | +4.877.403 $ | +44,3 % | 10.998.243 $ | +2.099.195 $ | +23,6 % | |||
| ONE Advisory Partners, LLC | 8.955.308 $ | -2.193.194 $ | -19,7 % | 11.148.502 $ | -7.226.983 $ | -39,3 % | 18.375.485 $ | +3.143.936 $ | +20,6 % | |||
| Integrity Wealth Partners, LLC | 18.362.088 $ | +2.963.589 $ | +19,2 % | 15.398.499 $ | ||||||||
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 12.586.000 $ | -5.776.000 $ | -31,5 % | 18.362.000 $ | -878.000 $ | -4,6 % | ||||||
| LongView Wealth Management | 18.308.807 $ | +961.593 $ | +5,5 % | 17.347.214 $ | +780.549 $ | +4,7 % | 16.566.665 $ | +470.889 $ | +2,9 % | 16.095.776 $ | +2.373.951 $ | +17,3 % |
| GLR Partners, LLC | 18.288.693 $ | +1.393.406 $ | +8,2 % | 16.895.287 $ | ||||||||
| Family Office Research LLC | 17.211.473 $ | -1.064.688 $ | -5,8 % | 18.276.161 $ | +2.769.316 $ | +17,9 % | 15.506.845 $ | +82.973 $ | +0,5 % | 15.423.872 $ | +505.483 $ | +3,4 % |
| Kinloch Capital, LLC | 8.046.572 $ | -7.205.169 $ | -47,2 % | 15.251.741 $ | -3.023.903 $ | -16,5 % | 18.275.644 $ | +7.687.671 $ | +72,6 % | |||
| Three Magnolias Financial Advisors, LLC | 16.645.314 $ | -1.605.762 $ | -8,8 % | 18.251.076 $ | +2.109.760 $ | +13,1 % | 16.141.316 $ | +318.215 $ | +2,0 % | 15.823.101 $ | +260.138 $ | +1,7 % |
| KWMG, LLC | 18.181.777 $ | +1.379.780 $ | +8,2 % | 16.801.997 $ | +1.172.509 $ | +7,5 % | 15.629.488 $ | +763.212 $ | +5,1 % | 14.866.276 $ | +781.700 $ | +5,6 % |
| Gerald Baker Financial Group LLC | 18.166.556 $ | +528.458 $ | +3,0 % | 17.638.098 $ | +2.125.654 $ | +13,7 % | 15.512.444 $ | |||||
| MTM Investment Management, LLC | 18.145.520 $ | +2.497.255 $ | +16,0 % | 15.648.265 $ | -328.664 $ | -2,1 % | 15.976.929 $ | +35.058 $ | +0,2 % | |||
| Armor Investment Advisors, LLC | 18.120.260 $ | +2.500.754 $ | +16,0 % | 15.619.506 $ | +1.536.404 $ | +10,9 % | 14.083.102 $ | -8.372.584 $ | -37,3 % | |||
| Advocate Investing Services LLC | 18.112.496 $ | +3.494.988 $ | +23,9 % | 14.617.508 $ | +1.360.290 $ | +10,3 % | 13.257.218 $ | |||||
| Mayfair Advisory Group, LLC | 16.126.352 $ | +949.944 $ | +6,3 % | 15.176.408 $ | -1.655.927 $ | -9,8 % | 16.832.335 $ | -1.247.396 $ | -6,9 % | 18.079.731 $ | -1.197.784 $ | -6,2 % |
| BOS Asset Management, LLC | 17.340.952 $ | -693.393 $ | -3,8 % | 18.034.345 $ | +4.338.679 $ | +31,7 % | 13.695.666 $ | +964.132 $ | +7,6 % | 12.731.534 $ | +305.918 $ | +2,5 % |
| Green Ridge Wealth Planning LLC | 17.982.845 $ | +209.245 $ | +1,2 % | 17.773.600 $ | +6.016.736 $ | +51,2 % | 11.756.864 $ | -1.822.945 $ | -13,4 % | 13.579.809 $ | ||
| PVG ASSET MANAGEMENT CORP | 17.457.473 $ | -507.111 $ | -2,8 % | 17.964.584 $ | +289.623 $ | +1,6 % | 17.674.961 $ | +14.080.153 $ | +391,7 % | 3.594.808 $ | +2.747.718 $ | +324,4 % |
| Rollins Financial Advisors, LLC | 17.922.734 $ | +6.039.735 $ | +50,8 % | 11.882.999 $ | +85.328 $ | +0,7 % | 11.797.671 $ | +2.306.255 $ | +24,3 % | |||
| TCFG Investment Advisors, LLC | 17.082.435 $ | -837.925 $ | -4,7 % | 17.920.360 $ | +1.187.649 $ | +7,1 % | 16.732.711 $ | |||||
| NavPoint Financial, Inc. | 15.999.241 $ | -1.628.237 $ | -9,2 % | 17.627.478 $ | -241.491 $ | -1,4 % | 17.868.969 $ | +651.790 $ | +3,8 % | 17.217.179 $ | +1.857.741 $ | +12,1 % |
| Boyer Financial Services, Inc. | 17.865.389 $ | +4.120.399 $ | +30,0 % | 13.744.990 $ | -460.160 $ | -3,2 % | 14.205.150 $ | |||||
| Windsor Capital Management, LLC | 17.863.700 $ | +349.752 $ | +2,0 % | 17.513.948 $ | +1.367.540 $ | +8,5 % | 16.146.408 $ | -161.151 $ | -1,0 % | 16.307.559 $ | -652.934 $ | -3,8 % |
| Heritage Family Offices, LLP | 9.893.465 $ | -2.652.792 $ | -21,1 % | 12.546.257 $ | -5.280.249 $ | -29,6 % | 17.826.506 $ | -1.288.217 $ | -6,7 % | |||
| Pioneer Family Office, LLC | 17.822.728 $ | +17.469.340 $ | +4.943,4 % | 353.388 $ | -13.082.014 $ | -97,4 % | 13.435.402 $ | |||||
| Keystone Wealth Services, LLC | 17.815.499 $ | +2.729.269 $ | +18,1 % | 15.086.230 $ | +10.705.117 $ | +244,3 % | 4.381.113 $ | -6.180.125 $ | -58,5 % | |||
| ELEVATUS WELATH MANAGEMENT | 17.804.732 $ | +3.875.929 $ | +27,8 % | 13.928.803 $ | +9.517.872 $ | +215,8 % | 4.410.931 $ | -433.375 $ | -8,9 % | 4.844.306 $ | -8.505.100 $ | -63,7 % |
| KICKSTAND VENTURES, LLC. | 17.772.664 $ | +7.651.539 $ | +75,6 % | 10.121.125 $ | +171.132 $ | +1,7 % | 9.949.993 $ | -3.265.152 $ | -24,7 % | |||
| Regent Peak Wealth Advisors LLC | 17.742.225 $ | +1.031.575 $ | +6,2 % | 16.710.650 $ | +3.209.840 $ | +23,8 % | 13.500.810 $ | +13.154.156 $ | +3.794,6 % | 346.654 $ | +6.705 $ | +2,0 % |
| FLOYD FINANCIAL GROUP LLC | 17.717.391 $ | +4.039.905 $ | +29,5 % | 13.677.486 $ | +429.193 $ | +3,2 % | 13.248.293 $ | -395.233 $ | -2,9 % | |||
| ISTHMUS PARTNERS, LLC | 17.703.318 $ | +47.943 $ | +0,3 % | 17.655.375 $ | +1.364.517 $ | +8,4 % | 16.290.858 $ | |||||
| MADDEN SECURITIES Corp | 960.857 $ | -5.458.081 $ | -85,0 % | 6.418.938 $ | -11.260.477 $ | -63,7 % | 17.679.415 $ | -3.946.580 $ | -18,2 % | |||
| Smith Thornton Advisors LLC | 17.667.127 $ | +355.902 $ | +2,1 % | 17.311.225 $ | +2.794.726 $ | +19,3 % | 14.516.499 $ | -99.970 $ | -0,7 % | 14.616.469 $ | +533.865 $ | +3,8 % |
| Fairway Financial, LLC | 13.557.500 $ | -4.080.327 $ | -23,1 % | 17.637.827 $ | +2.090.834 $ | +13,4 % | 15.546.993 $ | -20.267 $ | -0,1 % | 15.567.260 $ | +790.810 $ | +5,4 % |
| Aspect Partners, LLC | 9.542.631 $ | -8.025.238 $ | -45,7 % | 17.567.869 $ | +4.807.725 $ | +37,7 % | 12.760.144 $ | +2.344.968 $ | +22,5 % | 10.415.176 $ | +6.347.737 $ | +156,1 % |
| Verum Partners LLC | 2.344.115 $ | -447.332 $ | -16,0 % | 2.791.447 $ | -14.707.507 $ | -84,0 % | 17.498.954 $ | +965.706 $ | +5,8 % | 16.533.248 $ | -79.805 $ | -0,5 % |
| VCI Wealth Management LLC | 17.312.246 $ | -186.137 $ | -1,1 % | 17.498.383 $ | +1.954.073 $ | +12,6 % | 15.544.310 $ | +1.378.043 $ | +9,7 % | |||
| Beirne Wealth Consulting Services, LLC | 16.970.139 $ | -512.910 $ | -2,9 % | 17.483.049 $ | +2.851.069 $ | +19,5 % | 14.631.980 $ | -424.522 $ | -2,8 % | 15.056.502 $ | +333.635 $ | +2,3 % |
| FSM Wealth Advisors, LLC | 17.464.283 $ | +1.644.934 $ | +10,4 % | 15.819.349 $ | +1.724.510 $ | +12,2 % | 14.094.839 $ | +1.039.336 $ | +8,0 % | |||
| Purus Wealth Management, LLC | 16.825.604 $ | -604.692 $ | -3,5 % | 17.430.296 $ | +2.009.240 $ | +13,0 % | 15.421.056 $ | +401.084 $ | +2,7 % | 15.019.972 $ | +63.594 $ | +0,4 % |
| SHEETS SMITH WEALTH MANAGEMENT | 15.403.819 $ | -1.992.908 $ | -11,5 % | 17.396.727 $ | +1.218.526 $ | +7,5 % | 16.178.201 $ | +494.276 $ | +3,2 % | 15.683.925 $ | +1.311.906 $ | +9,1 % |
| Ironwood Investment Counsel, LLC | 17.335.854 $ | -58.086 $ | -0,3 % | 17.393.940 $ | +5.936.153 $ | +51,8 % | 11.457.787 $ | -5.113.532 $ | -30,9 % | |||
| B & T Capital Management DBA Alpha Capital Management | 17.388.394 $ | +1.409.594 $ | +8,8 % | 15.978.800 $ | -334.603 $ | -2,1 % | 16.313.403 $ | -1.325.618 $ | -7,5 % | |||
| Richard P Slaughter Associates Inc | 17.384.554 $ | +528.337 $ | +3,1 % | 16.856.217 $ | +2.897.393 $ | +20,8 % | 13.958.824 $ | +3.250.040 $ | +30,3 % | 10.708.784 $ | +638.194 $ | +6,3 % |
| Advisory Resource Group | 12.097.299 $ | -1.202.223 $ | -9,0 % | 13.299.522 $ | -4.061.695 $ | -23,4 % | 17.361.217 $ | -395.961 $ | -2,2 % | |||
| Kraft, Davis & Associates, LLC | 10.561.566 $ | +2.435.576 $ | +30,0 % | 8.125.990 $ | -522.014 $ | -6,0 % | 8.648.004 $ | -8.711.968 $ | -50,2 % | 17.359.972 $ | +520.410 $ | +3,1 % |
| CULLEN/FROST BANKERS, INC. | 17.334.702 $ | +5.016.983 $ | +40,7 % | 12.317.719 $ | +253.865 $ | +2,1 % | 12.063.854 $ | +2.297.844 $ | +23,5 % | |||
| FOREFRONT WEALTH MANAGEMENT INC. | 17.328.681 $ | +843.532 $ | +5,1 % | |||||||||
| Financial Gravity Companies, Inc. | 17.294.920 $ | |||||||||||
| Taylor Securities Services, Inc. | 17.272.065 $ | +2.018.509 $ | +13,2 % | 15.253.556 $ | +2.690.144 $ | +21,4 % | 12.563.412 $ | -1.014.428 $ | -7,5 % | 13.577.840 $ | ||
| Centerline Wealth Advisors, LLC | 3.722.133 $ | +47.296 $ | +1,3 % | 3.674.837 $ | +252.087 $ | +7,4 % | 3.422.750 $ | -13.830.477 $ | -80,2 % | 17.253.227 $ | -1.714.667 $ | -9,0 % |
| BLUEDOOR PRIVATE WEALTH, LLC | 17.243.464 $ | +543.372 $ | +3,3 % | 16.700.092 $ | +5.450.015 $ | +48,4 % | 11.250.077 $ | |||||
| Prasad Wealth Partners, LLC | 9.101.698 $ | +165.810 $ | +1,9 % | 8.935.888 $ | -8.265.806 $ | -48,1 % | 17.201.694 $ | -146.210 $ | -0,8 % | |||
| Financial Solutions Advisory Group, Inc. | 17.199.075 $ | +1.526.880 $ | +9,7 % | 15.672.195 $ | ||||||||
| Paradigm, Strategies in Wealth Management, LLC | 13.331.545 $ | -1.964.895 $ | -12,8 % | 15.296.440 $ | -677.964 $ | -4,2 % | 15.974.404 $ | -1.167.858 $ | -6,8 % | 17.142.262 $ | -1.445.939 $ | -7,8 % |
| Legacy Capital Wealth Partners, LLC | 16.889.548 $ | -239.329 $ | -1,4 % | 17.128.877 $ | +2.633.861 $ | +18,2 % | 14.495.016 $ | -1.066.337 $ | -6,9 % | 15.561.353 $ | +3.904 $ | +0,0 % |
| Gibbs Wealth Management | 17.125.498 $ | +4.253.833 $ | +33,0 % | 12.871.665 $ | +6.821.407 $ | +112,7 % | 6.050.258 $ | -115.109 $ | -1,9 % | |||
| Single Point Partners, LLC | 17.115.318 $ | -5.432 $ | -0,0 % | 17.120.750 $ | +2.099.456 $ | +14,0 % | 15.021.294 $ | +432.975 $ | +3,0 % | 14.588.319 $ | +199.078 $ | +1,4 % |
| JPL Wealth Management, LLC | 17.060.324 $ | +4.325.727 $ | +34,0 % | 12.734.597 $ | +1.239.563 $ | +10,8 % | 11.495.034 $ | +1.700.375 $ | +17,4 % | |||
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 6.483.396 $ | -10.572.791 $ | -62,0 % | 17.056.187 $ | -18.932 $ | -0,1 % | ||||||
| VAUGHAN & Co SECURITIES, INC. | 17.055.315 $ | +2.166.160 $ | +14,5 % | 14.889.155 $ | +87.460 $ | +0,6 % | 14.801.695 $ | +382.296 $ | +2,7 % | |||
| Purewater Capital LLC | 17.049.312 $ | +7.525.445 $ | +79,0 % | 9.523.867 $ | ||||||||
| Twele Capital Management, Inc. | 16.733.650 $ | -289.225 $ | -1,7 % | 17.022.875 $ | +1.599.545 $ | +10,4 % | 15.423.330 $ | -407.720 $ | -2,6 % | 15.831.050 $ | +323.963 $ | +2,1 % |
| Curry Webb Wealth Management LLC | 16.981.165 $ | +277.452 $ | +1,7 % | 16.703.713 $ | +2.595.721 $ | +18,4 % | 14.107.992 $ | +2.424.924 $ | +20,8 % | 11.683.068 $ | ||
| KFA Private Wealth Group, LLC | 16.961.321 $ | +507.523 $ | +3,1 % | 16.453.798 $ | +1.763.105 $ | +12,0 % | 14.690.693 $ | +143.807 $ | +1,0 % | 14.546.886 $ | +1.322.451 $ | +10,0 % |
| MV CAPITAL MANAGEMENT, INC. | 16.961.053 $ | +10.586.550 $ | +166,1 % | 6.374.503 $ | +3.404.851 $ | +114,7 % | 2.969.652 $ | +313.865 $ | +11,8 % | |||
| J2 Capital Management Inc | 16.937.625 $ | +11.049.869 $ | +187,7 % | 5.887.756 $ | -74.625 $ | -1,3 % | 5.962.381 $ | +2.033.570 $ | +51,8 % | 3.928.811 $ | +102.625 $ | +2,7 % |
| AMG National Trust Bank | 16.932.019 $ | +1.762.133 $ | +11,6 % | 15.169.886 $ | +3.555.407 $ | +30,6 % | 11.614.479 $ | +1.769.130 $ | +18,0 % | |||
| TBH Global Asset Management, LLC | 16.905.438 $ | +2.351.886 $ | +16,2 % | 14.553.552 $ | +2.478.880 $ | +20,5 % | 12.074.672 $ | -3.612.448 $ | -23,0 % | |||
| Hi-Line Capital Management, LLC | 16.870.863 $ | +3.590.812 $ | +27,0 % | 13.280.051 $ | +1.770.844 $ | +15,4 % | 11.509.207 $ | -826.205 $ | -6,7 % | |||
| MATHER GROUP, LLC. | 16.862.382 $ | +461.544 $ | +2,8 % | 16.400.838 $ | +1.807.224 $ | +12,4 % | 14.593.614 $ | +1.250.140 $ | +9,4 % | 13.343.474 $ | +30.865 $ | +0,2 % |
| ADVISORS MANAGEMENT GROUP INC /ADV | 15.683.000 $ | -38.000 $ | -0,2 % | 15.721.000 $ | -1.140.000 $ | -6,8 % | 16.861.000 $ | -272.000 $ | -1,6 % | |||
| AXIOM INVESTORS LLC /DE | 16.857.940 $ | +9.304.015 $ | +123,2 % | 7.553.925 $ | -2.892.063 $ | -27,7 % | 10.445.988 $ | +795.300 $ | +8,2 % | |||
| SENTINEL PENSION ADVISORS, LLC | 16.852.012 $ | +1.702.607 $ | +11,2 % | 15.149.405 $ | +340.026 $ | +2,3 % | 14.809.379 $ | +10.534.816 $ | +246,5 % | |||
| Central Pacific Bank - Trust Division | 14.806.775 $ | -2.009.085 $ | -11,9 % | 16.815.860 $ | +787.114 $ | +4,9 % | 16.028.746 $ | -474.944 $ | -2,9 % | 16.503.690 $ | -524.597 $ | -3,1 % |
| IronBridge Private Wealth, LLC | 16.798.546 $ | +2.277.575 $ | +15,7 % | 14.520.971 $ | +22.640 $ | +0,2 % | 14.498.331 $ | +0 $ | +0,0 % | |||
| Troutman Wealth Management, LLC | 16.796.554 $ | +1.556.748 $ | +10,2 % | 15.239.806 $ | -598.743 $ | -3,8 % | 15.838.549 $ | |||||
| Hutchens & Kramer Investment Management Group, LLC | 14.801.712 $ | -1.990.390 $ | -11,9 % | 16.792.102 $ | +3.957.138 $ | +30,8 % | 12.834.964 $ | +8.148.722 $ | +173,9 % | 4.686.242 $ | +2.793.360 $ | +147,6 % |
| Prentice Wealth Management LLC | 14.547.937 $ | +130.158 $ | +0,9 % | 14.417.779 $ | +449.632 $ | +3,2 % | 13.968.147 $ | -2.797.083 $ | -16,7 % | 16.765.230 $ | +2.980.036 $ | +21,6 % |
| FDx Advisors, Inc. | 16.747.000 $ | +3.178.000 $ | +23,4 % | 13.569.000 $ | -175.000 $ | -1,3 % | ||||||
| TCFG WEALTH MANAGEMENT, LLC | 16.732.711 $ | +1.088.154 $ | +7,0 % | 15.644.557 $ | -1.865.185 $ | -10,7 % | ||||||
| Trademark Financial Management, LLC | 16.718.600 $ | +624.365 $ | +3,9 % | 16.094.235 $ | +724.998 $ | +4,7 % | 15.369.237 $ | +2.090.475 $ | +15,7 % | |||
| Investment Partners Asset Management, Inc. | 16.716.195 $ | +866.758 $ | +5,5 % | 15.849.437 $ | +592.781 $ | +3,9 % | 15.256.656 $ | +721.930 $ | +5,0 % | 14.534.726 $ | +4.591.419 $ | +46,2 % |
| KENNEDY INVESTMENT GROUP, INC. | 16.674.006 $ | -30.979 $ | -0,2 % | 16.704.985 $ | +1.279.721 $ | +8,3 % | 15.425.264 $ | +96.385 $ | +0,6 % | 15.328.879 $ | -1.438.963 $ | -8,6 % |
| PRIVATE CLIENT SERVICES, LLC | 16.102.181 $ | +1.159.023 $ | +7,8 % | 14.943.158 $ | +1.727.774 $ | +13,1 % | 13.215.384 $ | -3.476.549 $ | -20,8 % | 16.691.933 $ | -1.402.762 $ | -7,8 % |
| Cadent Capital Advisors, LLC | 16.670.734 $ | +9.819.997 $ | +143,3 % | 6.850.737 $ | +1.497.816 $ | +28,0 % | 5.352.921 $ | -190.017 $ | -3,4 % | 5.542.938 $ | +152.370 $ | +2,8 % |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 16.659.203 $ | +4.884.500 $ | +41,5 % | 11.774.703 $ | -624.199 $ | -5,0 % | 12.398.902 $ | -4.186.155 $ | -25,2 % | |||
| Family Capital Management, Inc. | 15.716.360 $ | +210.334 $ | +1,4 % | 15.506.026 $ | -1.085.608 $ | -6,5 % | 16.591.634 $ | +689.830 $ | +4,3 % | |||
| TRUEFG, LLC | 16.558.469 $ | +637.279 $ | +4,0 % | 15.921.190 $ | +1.922.222 $ | +13,7 % | 13.998.968 $ | +76.878 $ | +0,6 % | 13.922.090 $ | +57.438 $ | +0,4 % |
| Verger Capital Management LLC | 16.546.576 $ | |||||||||||
| SAX WEALTH ADVISORS, LLC | 16.532.596 $ | +8.859.565 $ | +115,5 % | 7.673.031 $ | +1.546.848 $ | +25,2 % | 6.126.183 $ | -3.898 $ | -0,1 % | 6.130.081 $ | +547.820 $ | +9,8 % |
| D. E. Shaw & Co., Inc. | 13.196.125 $ | -3.333.935 $ | -20,2 % | 16.530.060 $ | +7.457.602 $ | +82,2 % | 9.072.458 $ | +6.722.957 $ | +286,1 % | |||
| Crewe Advisors LLC | 16.473.289 $ | +2.869.754 $ | +21,1 % | 13.603.535 $ | +2.500.609 $ | +22,5 % | 11.102.926 $ | -191.541 $ | -1,7 % | |||
| Michael Brady & Co., LLC | 16.354.764 $ | +1.509.499 $ | +10,2 % | 14.845.265 $ | -1.586.186 $ | -9,7 % | 16.431.451 $ | |||||
| Systelligence, LLC | 16.424.661 $ | +4.132.510 $ | +33,6 % | 12.292.151 $ | ||||||||
| MILLENNIUM MANAGEMENT LLC | 16.413.423 $ | +16.107.706 $ | +5.268,8 % | 305.717 $ | -602.064 $ | -66,3 % | ||||||
| Wick Capital Partners, LLC | 15.905.209 $ | +76.558 $ | +0,5 % | 15.828.651 $ | -561.807 $ | -3,4 % | 16.390.458 $ | -3.002.629 $ | -15,5 % | |||
| Capasso Planning Partners LLC | 16.365.205 $ | +558.326 $ | +3,5 % | 15.806.879 $ | +1.817.235 $ | +13,0 % | 13.989.644 $ | +7.747.942 $ | +124,1 % | |||
| Denver PWM, LLC | 16.329.894 $ | +4.971.282 $ | +43,8 % | 11.358.612 $ | +2.061.338 $ | +22,2 % | 9.297.274 $ | +0 $ | +0,0 % | |||
| Westside Investment Management, Inc. | 16.287.113 $ | -41.447 $ | -0,3 % | 16.328.560 $ | +1.139.334 $ | +7,5 % | 15.189.226 $ | -299.688 $ | -1,9 % | |||
| CX Institutional | 16.146.000 $ | -159.000 $ | -1,0 % | 16.305.000 $ | +1.442.000 $ | +9,7 % | 14.863.000 $ | -1.145.000 $ | -7,2 % | 16.008.000 $ | -786.000 $ | -4,7 % |
| SAGE FINANCIAL GROUP INC | 16.281.963 $ | +5.307.559 $ | +48,4 % | 10.974.404 $ | +8.368.215 $ | +321,1 % | 2.606.189 $ | -317.069 $ | -10,8 % | |||
| BARRETT & COMPANY, INC. | 16.271.088 $ | +2.099.541 $ | +14,8 % | 14.171.547 $ | +315.863 $ | +2,3 % | 13.855.684 $ | +321.009 $ | +2,4 % | |||
| Buck Wealth Strategies, LLC | 16.270.473 $ | +3.278.302 $ | +25,2 % | 12.992.171 $ | -1.597.861 $ | -11,0 % | 14.590.032 $ | +1.167.704 $ | +8,7 % | |||
| Balefire, LLC | 16.264.820 $ | +762.500 $ | +4,9 % | 15.502.320 $ | +3.954.809 $ | +34,2 % | 11.547.511 $ | +706.562 $ | +6,5 % | 10.840.949 $ | +2.211.266 $ | +25,6 % |
| Heritage Financial Services, LLC | 16.242.800 $ | -542.986 $ | -3,2 % | |||||||||
| Massachusetts Wealth Management | 16.169.526 $ | +2.134.075 $ | +15,2 % | 14.035.451 $ | +1.267.307 $ | +9,9 % | 12.768.144 $ | +1.832.863 $ | +16,8 % | 10.935.281 $ | +7.368.962 $ | +206,6 % |
| Quad-Cities Investment Group, LLC | 15.282.069 $ | -886.105 $ | -5,5 % | 16.168.174 $ | +1.027.016 $ | +6,8 % | 15.141.158 $ | +583.474 $ | +4,0 % | 14.557.684 $ | +324.185 $ | +2,3 % |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 15.768.892 $ | -398.018 $ | -2,5 % | 16.166.910 $ | +712.449 $ | +4,6 % | 15.454.461 $ | -3.031.072 $ | -16,4 % | |||
| Cadence Bank | 16.096.492 $ | +1.986.069 $ | +14,1 % | |||||||||
| SlateStone Wealth, LLC | 15.491.000 $ | +428.000 $ | +2,8 % | 15.063.000 $ | -1.029.000 $ | -6,4 % | 16.092.000 $ | +202.000 $ | +1,3 % | |||
| Wealth Advisors of Tampa Bay, LLC | 12.674.757 $ | -3.372.455 $ | -21,0 % | 16.047.212 $ | +1.695.406 $ | +11,8 % | 14.351.806 $ | +74.771 $ | +0,5 % | |||
| Black Diamond Financial, LLC | 16.026.592 $ | +3.619.650 $ | +29,2 % | 12.406.942 $ | +1.172.477 $ | +10,4 % | 11.234.465 $ | +904.990 $ | +8,8 % | |||
| Advisor OS, LLC | 14.687.958 $ | -1.278.088 $ | -8,0 % | 15.966.046 $ | +11.353.374 $ | +246,1 % | 4.612.672 $ | +822.222 $ | +21,7 % | |||
| Worth Asset Management, LLC | 15.949.742 $ | +7.910.536 $ | +98,4 % | 8.039.206 $ | +312.345 $ | +4,0 % | 7.726.861 $ | -1.202.799 $ | -13,5 % | 8.929.660 $ | +5.229.765 $ | +141,3 % |
| Revisor Wealth Management LLC | 13.993.589 $ | -1.954.901 $ | -12,3 % | 15.948.490 $ | +3.200.617 $ | +25,1 % | 12.747.873 $ | -788.696 $ | -5,8 % | 13.536.569 $ | +2.144.889 $ | +18,8 % |
| Pinnacle Wealth Planning Services, Inc. | 15.925.205 $ | +720.313 $ | +4,7 % | 15.204.892 $ | +1.388.031 $ | +10,0 % | 13.816.861 $ | +1.074.820 $ | +8,4 % | |||
| Legacy Private Trust Co. | 15.917.879 $ | +6.865.184 $ | +75,8 % | 9.052.695 $ | -466.871 $ | -4,9 % | 9.519.566 $ | -87.629 $ | -0,9 % | 9.607.195 $ | -25.121.336 $ | -72,3 % |
| FORBES J M & CO LLP | 15.910.282 $ | +94.732 $ | +0,6 % | 15.815.550 $ | +1.314.686 $ | +9,1 % | 14.500.864 $ | +252.322 $ | +1,8 % | 14.248.542 $ | +544.965 $ | +4,0 % |
| WealthTrak Capital Management LLC | 14.165.937 $ | +102.369 $ | +0,7 % | 14.063.568 $ | -1.844.566 $ | -11,6 % | 15.908.134 $ | +1.436.778 $ | +9,9 % | |||
| Morrissey Wealth Management, LLC | 15.865.752 $ | |||||||||||
| ENDEAVOR PRIVATE WEALTH, INC. | 15.864.053 $ | +842.130 $ | +5,6 % | 15.021.923 $ | +984.476 $ | +7,0 % | 14.037.447 $ | +2.908.816 $ | +26,1 % | |||
| Curtis Advisory Group, LLC | 15.861.482 $ | +684.655 $ | +4,5 % | 15.176.827 $ | +206.748 $ | +1,4 % | 14.970.079 $ | +683.258 $ | +4,8 % | |||
| Opus Capital Group, LLC | 18.422 $ | -15.835.578 $ | -99,9 % | 15.854.000 $ | +450.000 $ | +2,9 % | 15.404.000 $ | +530.000 $ | +3,6 % | |||
| Stegent Equity Advisors, Inc. | 11.364.933 $ | -4.485.261 $ | -28,3 % | 15.850.194 $ | +2.216.789 $ | +16,3 % | 13.633.405 $ | -660.112 $ | -4,6 % | 14.293.517 $ | -1.593.597 $ | -10,0 % |
| Weil Company, Inc. | 14.130.866 $ | -1.690.427 $ | -10,7 % | 15.821.293 $ | +3.112.568 $ | +24,5 % | 12.708.725 $ | +2.590.152 $ | +25,6 % | 10.118.573 $ | +1.359.610 $ | +15,5 % |
| Hobbs Group Advisors, LLC | 15.803.732 $ | +1.031.346 $ | +7,0 % | 14.772.386 $ | +1.132.677 $ | +8,3 % | 13.639.709 $ | +1.891.494 $ | +16,1 % | |||
| COMPASS FINANCIAL MANAGEMENT LLC | 15.767.561 $ | |||||||||||
| Ackerman Capital Advisors, LLC | 15.741.009 $ | +2.512.177 $ | +19,0 % | 13.228.832 $ | +2.860.879 $ | +27,6 % | 10.367.953 $ | +37.020 $ | +0,4 % | |||
| Blue Edge Capital, LLC | 11.580.535 $ | +2.137.710 $ | +22,6 % | 9.442.825 $ | -6.291.629 $ | -40,0 % | 15.734.454 $ | +996.126 $ | +6,8 % | |||
| Milestones Private Investment Advisors LLC | 13.198.091 $ | -2.535.972 $ | -16,1 % | 15.734.063 $ | +9.836.166 $ | +166,8 % | 5.897.897 $ | -323.275 $ | -5,2 % | 6.221.172 $ | -143.738 $ | -2,3 % |
| DKM Wealth Management, Inc. | 14.868.388 $ | -318.104 $ | -2,1 % | 15.186.492 $ | +1.556.411 $ | +11,4 % | 13.630.081 $ | -2.076.171 $ | -13,2 % | 15.706.252 $ | +1.365.237 $ | +9,5 % |
| Vista Cima Wealth Management LLC | 15.690.065 $ | +2.851.317 $ | +22,2 % | 12.838.748 $ | +2.148.678 $ | +20,1 % | 10.690.070 $ | +248.104 $ | +2,4 % | |||
| Dean, Jacobson Financial Services, LLC | 15.675.023 $ | +1.753.038 $ | +12,6 % | 13.921.985 $ | +2.416.418 $ | +21,0 % | 11.505.567 $ | +7.625.482 $ | +196,5 % | |||
| HARBOR INVESTMENT ADVISORY, LLC | 15.351.761 $ | -319.991 $ | -2,0 % | 15.671.752 $ | +3.553.247 $ | +29,3 % | 12.118.505 $ | +271.084 $ | +2,3 % | 11.847.421 $ | -192.682 $ | -1,6 % |
| Dorsey & Whitney Trust CO LLC | 15.671.697 $ | +2.292.325 $ | +17,1 % | 13.379.372 $ | +613.522 $ | +4,8 % | 12.765.850 $ | +2.378.868 $ | +22,9 % | |||
| Harfst & Associates, Inc. | 15.623.593 $ | -43.452 $ | -0,3 % | 15.667.045 $ | +2.127.058 $ | +15,7 % | 13.539.987 $ | -331.874 $ | -2,4 % | 13.871.861 $ | +1.495.029 $ | +12,1 % |
| Forefront Wealth Partners, LLC | 15.652.215 $ | +5.103.547 $ | +48,4 % | 10.548.668 $ | +1.110.005 $ | +11,8 % | 9.438.663 $ | -8.914.615 $ | -48,6 % | |||
| CARLSON FINANCIAL, INC. | 15.645.829 $ | +1.623.784 $ | +11,6 % | 14.022.045 $ | +373.892 $ | +2,7 % | 13.648.153 $ | |||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11.406.976 $ | +3.734.000 $ | +48,7 % | 7.672.976 $ | -7.964.786 $ | -50,9 % | 15.637.762 $ | +8.084.052 $ | +107,0 % | 7.553.710 $ | -1.913.945 $ | -20,2 % |
| Astoria Strategic Wealth, Inc. | 15.596.038 $ | +2.249.703 $ | +16,9 % | 13.346.335 $ | +330.724 $ | +2,5 % | 13.015.611 $ | +517.222 $ | +4,1 % | |||
| Hudock, Inc. | 10.046.579 $ | -702.447 $ | -6,5 % | 10.749.026 $ | -369.380 $ | -3,3 % | 11.118.406 $ | -4.469.217 $ | -28,7 % | 15.587.623 $ | -1.198.415 $ | -7,1 % |
| REDW Wealth LLC | 14.635.813 $ | -284.399 $ | -1,9 % | 14.920.212 $ | -655.843 $ | -4,2 % | 15.576.055 $ | -517.020 $ | -3,2 % | |||
| Leelyn Smith, LLC | 6.731.964 $ | -8.838.231 $ | -56,8 % | 15.570.195 $ | +6.206.426 $ | +66,3 % | 9.363.769 $ | -55.755 $ | -0,6 % | |||
| McNaughton Wealth Management, LLC | 12.713.425 $ | -1.475.421 $ | -10,4 % | 14.188.846 $ | -488.924 $ | -3,3 % | 14.677.770 $ | -881.614 $ | -5,7 % | 15.559.384 $ | +3.818.455 $ | +32,5 % |
| Cooper Capital Advisors LLC | 15.537.962 $ | +966.505 $ | +6,6 % | 14.571.457 $ | -15.525 $ | -0,1 % | 14.586.982 $ | +1.001.178 $ | +7,4 % | |||
| Capital Investment Counsel, LLC | 14.642.013 $ | -895.758 $ | -5,8 % | 15.537.771 $ | +2.922.075 $ | +23,2 % | 12.615.696 $ | -252.735 $ | -2,0 % | 12.868.431 $ | +54.621 $ | +0,4 % |
| WPG Advisers, LLC | 15.519.812 $ | +3.947.333 $ | +34,1 % | 11.572.479 $ | +1.984.872 $ | +20,7 % | 9.587.607 $ | +1.379.749 $ | +16,8 % | |||
| Emerald Advisors, LLC | 14.629.468 $ | -887.040 $ | -5,7 % | 15.516.508 $ | +3.092.550 $ | +24,9 % | 12.423.958 $ | +1.299.413 $ | +11,7 % | 11.124.545 $ | +1.263.077 $ | +12,8 % |
| Fonville Wealth Management LLC | 15.500.225 $ | +2.816.581 $ | +22,2 % | 12.683.644 $ | +2.370.202 $ | +23,0 % | 10.313.442 $ | +1.335.138 $ | +14,9 % | |||
| Integrated Investment Consultants, LLC | 15.499.810 $ | +1.722.015 $ | +12,5 % | 13.777.795 $ | +4.180.369 $ | +43,6 % | 9.597.426 $ | +212.198 $ | +2,3 % | |||
| SeaCrest Wealth Management, LLC | 14.562.238 $ | +365.977 $ | +2,6 % | 14.196.261 $ | -1.296.678 $ | -8,4 % | 15.492.939 $ | +359.292 $ | +2,4 % | 15.133.647 $ | +133.998 $ | +0,9 % |
| Vernal Point Advisors, LLC | 15.491.899 $ | +2.496.166 $ | +19,2 % | 12.995.733 $ | +3.148.707 $ | +32,0 % | 9.847.026 $ | +1.247.023 $ | +14,5 % | |||
| PACES FERRY WEALTH ADVISORS, LLC | 15.490.189 $ | +1.174.057 $ | +8,2 % | 14.316.132 $ | +937.007 $ | +7,0 % | 13.379.125 $ | +1.368.714 $ | +11,4 % | |||
| Anchor Investment Management, LLC | 15.480.890 $ | +971.490 $ | +6,7 % | 14.509.400 $ | +25.872 $ | +0,2 % | 14.483.528 $ | +708.300 $ | +5,1 % | |||
| WLTH Capital Management, LLC | 1.371.036 $ | -14.097.662 $ | -91,1 % | 15.468.698 $ | +2.952.553 $ | +23,6 % | 12.516.145 $ | -1.057.970 $ | -7,8 % | 13.574.115 $ | ||
| Bridgewealth Advisory Group, LLC | 15.465.199 $ | +4.380.349 $ | +39,5 % | 11.084.850 $ | -1.322.199 $ | -10,7 % | 12.407.049 $ | -5.052.396 $ | -28,9 % | |||
| Team Financial Group, LLC | 15.053.440 $ | +277.726 $ | +1,9 % | 14.775.714 $ | -664.911 $ | -4,3 % | 15.440.625 $ | -55 $ | -0,0 % | |||
| Eaton Financial Holdings Company, LLC | 14.760.939 $ | +12.823.882 $ | +662,0 % | 1.937.057 $ | -13.477.888 $ | -87,4 % | 15.414.945 $ | +126.259 $ | +0,8 % | |||
| Henderson Brothers Financial Partners, LLC | 13.019.443 $ | -2.358.367 $ | -15,3 % | 15.377.810 $ | ||||||||
| Smith & Howard Wealth Management, LLC | 15.376.626 $ | +2.039.724 $ | +15,3 % | 13.336.902 $ | +384.411 $ | +3,0 % | 12.952.491 $ | -1.716.242 $ | -11,7 % | |||
| RAHLFS CAPITAL, LLC | 12.694.331 $ | -2.674.292 $ | -17,4 % | 15.368.623 $ | +1.746.024 $ | +12,8 % | 13.622.599 $ | +3.983.858 $ | +41,3 % | |||
| Long Run Wealth Advisors, LLC | 15.362.534 $ | +975.660 $ | +6,8 % | |||||||||
| Grey Fox Wealth Advisors, LLC | 15.359.886 $ | +3.016.991 $ | +24,4 % | 12.342.895 $ | +2.753.467 $ | +28,7 % | 9.589.428 $ | +204.205 $ | +2,2 % | |||
| Gutierrez Wealth Advisory, LLC | 15.338.595 $ | +1.809.731 $ | +13,4 % | 13.528.864 $ | -1.343.672 $ | -9,0 % | 14.872.536 $ | -158.098 $ | -1,1 % | |||
| Financial Gravity Asset Management, Inc. | 15.319.869 $ | +1.064.625 $ | +7,5 % | 14.255.244 $ | +4.471 $ | +0,0 % | ||||||
| Randall & Associates Wealth Management | 14.621.137 $ | -691.752 $ | -4,5 % | 15.312.889 $ | +4.206.483 $ | +37,9 % | 11.106.406 $ | +4.550.889 $ | +69,4 % | 6.555.517 $ | -2.396.823 $ | -26,8 % |
| Concentrum Wealth Management | 15.289.879 $ | +1.965.774 $ | +14,8 % | 13.324.105 $ | +357.597 $ | +2,8 % | 12.966.508 $ | +459.364 $ | +3,7 % | |||
| JBR Co Financial Management Inc | 14.454.693 $ | -823.548 $ | -5,4 % | 15.278.241 $ | +3.427.395 $ | +28,9 % | 11.850.846 $ | +0 $ | +0,0 % | 11.850.846 $ | +30.183 $ | +0,3 % |
| Empire Financial Management Company, LLC | 8.531.595 $ | -6.727.866 $ | -44,1 % | 15.259.461 $ | +345.678 $ | +2,3 % | 14.913.783 $ | -1.546.877 $ | -9,4 % | |||
| Weitzel Financial Services, Inc. | 15.232.195 $ | +321.044 $ | +2,2 % | 14.911.151 $ | +2.091.071 $ | +16,3 % | 12.820.080 $ | -12.971 $ | -0,1 % | 12.833.051 $ | +923.959 $ | +7,8 % |
| WIN ADVISORS, INC | 10.744.351 $ | +6.104.393 $ | +131,6 % | 4.639.958 $ | -10.588.832 $ | -69,5 % | 15.228.790 $ | -3.265.146 $ | -17,7 % | |||
| NEPC LLC | 15.208.513 $ | +2.403.250 $ | +18,8 % | 12.805.263 $ | +317.938 $ | +2,5 % | 12.487.325 $ | -92.411.632 $ | -88,1 % | |||
| Medallion Wealth Advisors, LLC | 12.355.633 $ | -2.735.283 $ | -18,1 % | 15.090.916 $ | -103.465 $ | -0,7 % | 15.194.381 $ | +185.770 $ | +1,2 % | |||
| Eagle Bluffs Wealth Management LLC | 15.188.464 $ | +309.540 $ | +2,1 % | 14.878.924 $ | +219.451 $ | +1,5 % | 14.659.473 $ | -321.000 $ | -2,1 % | 14.980.473 $ | +501.664 $ | +3,5 % |
| Ruggaard & Associates LLC | 15.174.158 $ | +90.333 $ | +0,6 % | 15.083.825 $ | +258.522 $ | +1,7 % | 14.825.303 $ | -926.644 $ | -5,9 % | |||
| May Hill Capital, LLC | 15.173.123 $ | +1.058.861 $ | +7,5 % | 14.114.262 $ | +917.730 $ | +7,0 % | 13.196.532 $ | +2.372.107 $ | +21,9 % | |||
| Jefferies Financial Group Inc. | 8.812.910 $ | -6.341.557 $ | -41,8 % | 15.154.467 $ | +7.207.551 $ | +90,7 % | 7.946.916 $ | +1.832.544 $ | +30,0 % | |||
| Kilter Group LLC | 13.253.867 $ | -1.860.543 $ | -12,3 % | 15.114.410 $ | +760.619 $ | +5,3 % | 14.353.791 $ | +1.682.023 $ | +13,3 % | |||
| Cardinal Strategic Wealth Guidance | 15.114.035 $ | +401.491 $ | +2,7 % | 14.712.544 $ | +269.777 $ | +1,9 % | 14.442.767 $ | +3.013.001 $ | +26,4 % | |||
| HFG Advisors, Inc. | 15.105.924 $ | +2.356.199 $ | +18,5 % | 12.749.725 $ | +1.226.099 $ | +10,6 % | 11.523.626 $ | +426.100 $ | +3,8 % | |||
| Holistic Financial Partners | 9.384.337 $ | -5.717.584 $ | -37,9 % | 15.101.921 $ | +1.147.820 $ | +8,2 % | 13.954.101 $ | +2.362.830 $ | +20,4 % | |||
| TOUNJIAN ADVISORY PARTNERS, LLC | 15.068.775 $ | |||||||||||
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 15.058.061 $ | +834.676 $ | +5,9 % | 14.223.385 $ | +923.799 $ | +6,9 % | 13.299.586 $ | +445.393 $ | +3,5 % | |||
| RIVERSEDGE ADVISORS, LLC | 15.052.196 $ | +9.228.801 $ | +158,5 % | 5.823.395 $ | +501.692 $ | +9,4 % | 5.321.703 $ | -58.023 $ | -1,1 % | 5.379.726 $ | -72.218 $ | -1,3 % |
| FOURPATH CAPITAL MANAGEMENT, LLC | 1.821.509 $ | -13.229.640 $ | -87,9 % | 15.051.149 $ | +7.738.767 $ | +105,8 % | 7.312.382 $ | -4.698.431 $ | -39,1 % | 12.010.813 $ | +10.827.552 $ | +915,1 % |
| Tyche Wealth Partners LLC | 15.021.072 $ | +1.574.413 $ | +11,7 % | 13.446.659 $ | +593.342 $ | +4,6 % | 12.853.317 $ | +3.008.207 $ | +30,6 % | |||
| FLYWHEEL PRIVATE WEALTH LLC | 15.018.794 $ | +2.798.467 $ | +22,9 % | 12.220.327 $ | +648.752 $ | +5,6 % | 11.571.575 $ | +1.870.895 $ | +19,3 % | |||
| Princeton Global Asset Management LLC | 14.986.155 $ | -23.670 $ | -0,2 % | 15.009.825 $ | +2.226.657 $ | +17,4 % | 12.783.168 $ | -192.865 $ | -1,5 % | 12.976.033 $ | -77.954 $ | -0,6 % |
| Point72 Asset Management, L.P. | 15.007.066 $ | +14.625.892 $ | +3.837,1 % | 381.174 $ | -597.250 $ | -61,0 % | 978.424 $ | |||||
| QUANTUM FINANCIAL PARTNERS LLC | 14.140.482 $ | -859.420 $ | -5,7 % | 14.999.902 $ | ||||||||
| Affiance Financial, LLC | 14.977.482 $ | +672.711 $ | +4,7 % | 14.304.771 $ | +1.842.039 $ | +14,8 % | 12.462.732 $ | +1.721.074 $ | +16,0 % | 10.741.658 $ | +759.589 $ | +7,6 % |
| Vertex Planning Partners, LLC | 14.949.586 $ | +7.643.092 $ | +104,6 % | 7.306.494 $ | -5.552.585 $ | -43,2 % | 12.859.079 $ | +1.437.539 $ | +12,6 % | |||
| DENVER WEALTH MANAGEMENT, INC. | 14.919.047 $ | +2.810.160 $ | +23,2 % | 12.108.887 $ | +313.967 $ | +2,7 % | 11.794.920 $ | -255.244 $ | -2,1 % | |||
| Meridian Financial Advisors, LLC | 14.895.931 $ | +720.763 $ | +5,1 % | 14.175.168 $ | +948.924 $ | +7,2 % | 13.226.244 $ | +997.364 $ | +8,2 % | 12.228.880 $ | +860.663 $ | +7,6 % |
| Gilbert Capital Group, Inc. | 14.863.285 $ | +9.286.057 $ | +166,5 % | |||||||||
| Chicago Wealth Management, Inc. | 14.837.380 $ | +1.284.783 $ | +9,5 % | 13.552.597 $ | +12.918.078 $ | +2.035,9 % | 634.519 $ | +264.617 $ | +71,5 % | |||
| PKO Investment Management Joint-Stock Co | 14.822.656 $ | +1.432.813 $ | +10,7 % | 13.389.843 $ | +3.168.469 $ | +31,0 % | 10.221.374 $ | +3.398.881 $ | +49,8 % | 6.822.493 $ | +2.009.477 $ | +41,8 % |
| Tradewinds, LLC. | 14.819.612 $ | +435.295 $ | +3,0 % | 14.384.317 $ | +3.840.853 $ | +36,4 % | ||||||
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 14.796.726 $ | +1.834.975 $ | +14,2 % | 12.961.751 $ | +830.724 $ | +6,8 % | 12.131.027 $ | |||||
| Myriad Asset Management US LP | 13.706.000 $ | -1.074.000 $ | -7,3 % | 14.780.000 $ | +9.609.034 $ | +185,8 % | 5.170.966 $ | -33.944.907 $ | -86,8 % | |||
| Twelve Points Wealth Management LLC | 14.755.995 $ | +1.863.244 $ | +14,5 % | 12.892.751 $ | +1.412.696 $ | +12,3 % | 11.480.055 $ | +1.365.696 $ | +13,5 % | |||
| Formidable Asset Management, LLC | 10.938.817 $ | -2.551.384 $ | -18,9 % | 13.490.201 $ | -1.263.431 $ | -8,6 % | 14.753.632 $ | +679.473 $ | +4,8 % | |||
| Cherry Creek Investment Advisors, Inc. | 14.650.528 $ | -97.233 $ | -0,7 % | 14.747.761 $ | +340.701 $ | +2,4 % | 14.407.060 $ | +2.493.068 $ | +20,9 % | 11.913.992 $ | -131.489 $ | -1,1 % |
| Paradigm Capital Management, LLC/NV | 14.739.000 $ | +1.294.000 $ | +9,6 % | 13.445.000 $ | +1.051.000 $ | +8,5 % | 12.394.000 $ | +311.000 $ | +2,6 % | |||
| Nova Wealth Management, Inc. | 14.722.988 $ | +3.914.230 $ | +36,2 % | 10.808.758 $ | +816.746 $ | +8,2 % | 9.992.012 $ | +494.402 $ | +5,2 % | |||
| Tarbox Family Office, Inc. | 14.696.128 $ | +1.858.216 $ | +14,5 % | 12.837.912 $ | +162.969 $ | +1,3 % | 12.674.943 $ | -6.327.361 $ | -33,3 % | |||
| Second Line Capital, LLC | 14.665.434 $ | +348.008 $ | +2,4 % | 14.317.426 $ | +1.825.971 $ | +14,6 % | 12.491.455 $ | +463.938 $ | +3,9 % | |||
| AVALON CAPITAL MANAGEMENT | 14.653.982 $ | +2.606.064 $ | +21,6 % | 12.047.918 $ | +4.511.279 $ | +59,9 % | 7.536.639 $ | +1.022.359 $ | +15,7 % | |||
| American Financial Advisors, LLC | 14.630.893 $ | +151.989 $ | +1,0 % | 14.478.904 $ | +1.059.105 $ | +7,9 % | 13.419.799 $ | +962.378 $ | +7,7 % | |||
| Storen Legacy Partners, LLC | 14.586.380 $ | +1.254.332 $ | +9,4 % | 13.332.048 $ | -232.031 $ | -1,7 % | 13.564.079 $ | |||||
| Kendall Capital Management | 14.567.688 $ | +2.883.205 $ | +24,7 % | 11.684.483 $ | +587.162 $ | +5,3 % | 11.097.321 $ | +1.201.217 $ | +12,1 % | |||
| Trueblood Wealth Management, LLC | 14.564.957 $ | +1.742.838 $ | +13,6 % | 12.822.119 $ | +875.180 $ | +7,3 % | 11.946.939 $ | +91.956 $ | +0,8 % | |||
| IFC & Insurance Marketing, Inc. | 13.119.385 $ | -1.444.392 $ | -9,9 % | 14.563.777 $ | +3.893.777 $ | +36,5 % | 10.670.000 $ | +2.735.000 $ | +34,5 % | 7.935.000 $ | ||
| PERRYMAN FINANCIAL ADVISORY INC /AD | 13.715.316 $ | -830.378 $ | -5,7 % | 14.545.694 $ | +1.186.043 $ | +8,9 % | 13.359.651 $ | +243.523 $ | +1,9 % | 13.116.128 $ | ||
| Elyxium Wealth, LLC | 14.519.444 $ | +10.787.039 $ | +289,0 % | 3.732.405 $ | +433.418 $ | +13,1 % | 3.298.987 $ | +249.872 $ | +8,2 % | |||
| Sterling Investment Advisors, Ltd. | 14.514.747 $ | +752.465 $ | +5,5 % | 13.762.282 $ | +1.860.899 $ | +15,6 % | 11.901.383 $ | +514.198 $ | +4,5 % | |||
| Lodestone Wealth Management LLC | 14.486.886 $ | +1.086.109 $ | +8,1 % | 13.400.777 $ | +650.388 $ | +5,1 % | 12.750.389 $ | +350.703 $ | +2,8 % | 12.399.686 $ | +490.942 $ | +4,1 % |
| Riggs Asset Managment Co. Inc. | 14.447.898 $ | +2.354.489 $ | +19,5 % | 12.093.409 $ | +1.412.660 $ | +13,2 % | 10.680.749 $ | +4.129.822 $ | +63,0 % | |||
| Next Capital Management LLC | 14.437.364 $ | +1.913.319 $ | +15,3 % | 12.524.045 $ | +570.360 $ | +4,8 % | 11.953.685 $ | +2.973.007 $ | +33,1 % | |||
| Sage Advisory Services, Ltd.Co. | 14.436.000 $ | +4.405.000 $ | +43,9 % | 10.031.000 $ | +1.629.000 $ | +19,4 % | 8.402.000 $ | -268.000 $ | -3,1 % | |||
| CERTIOR FINANCIAL GROUP, LLC | 13.573.324 $ | +287.497 $ | +2,2 % | 13.285.827 $ | +2.944.234 $ | +28,5 % | 10.341.593 $ | -4.092.644 $ | -28,4 % | 14.434.237 $ | +1.172.548 $ | +8,8 % |
| ProVise Management Group, LLC | 14.426.005 $ | +1.669.067 $ | +13,1 % | 12.756.938 $ | -72.898 $ | -0,6 % | 12.829.836 $ | -201.282 $ | -1,5 % | |||
| BOSTON RESEARCH & MANAGEMENT INC | 8.345.480 $ | -6.065.098 $ | -42,1 % | 14.410.578 $ | +445.645 $ | +3,2 % | 13.964.933 $ | -140.625 $ | -1,0 % | |||
| Investor's Fiduciary Advisor Network, LLC | 13.404.000 $ | -1.000.000 $ | -6,9 % | 14.404.000 $ | +3.286.000 $ | +29,6 % | 11.118.000 $ | +1.435.000 $ | +14,8 % | |||
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14.392.002 $ | +191.507 $ | +1,3 % | 14.200.495 $ | +1.653.106 $ | +13,2 % | 12.547.389 $ | +65.053 $ | +0,5 % | 12.482.336 $ | +797.753 $ | +6,8 % |
| Signature Wealth Management Partners, LLC | 14.229.926 $ | +169.424 $ | +1,2 % | 14.060.502 $ | +314 $ | +0,0 % | 14.060.188 $ | -323.997 $ | -2,3 % | 14.384.185 $ | +232.455 $ | +1,6 % |
| Evolution Wealth Advisors, LLC | 14.376.789 $ | +3.354.863 $ | +30,4 % | 11.021.926 $ | +403.749 $ | +3,8 % | 10.618.177 $ | +917.001 $ | +9,5 % | |||
| Sovereign Investment Advisors, LLC | 14.374.210 $ | +479.384 $ | +3,5 % | 13.894.826 $ | +890.791 $ | +6,9 % | 13.004.035 $ | +7.831.669 $ | +151,4 % | |||
| Vienna Asset Management LLC | 14.372.842 $ | +690.864 $ | +5,0 % | 13.681.978 $ | -524.327 $ | -3,7 % | 14.206.305 $ | -2.946.330 $ | -17,2 % | |||
| Kingdom Financial Group LLC. | 14.370.059 $ | +2.695.506 $ | +23,1 % | 11.674.553 $ | +906.191 $ | +8,4 % | 10.768.362 $ | +6.964.467 $ | +183,1 % | |||
| CATHY PARETO & ASSOCIATES, INC | 14.341.217 $ | +60.991 $ | +0,4 % | 14.280.226 $ | +360.218 $ | +2,6 % | 13.920.008 $ | -146.264 $ | -1,0 % | 14.066.272 $ | -1.105.587 $ | -7,3 % |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 14.305.171 $ | +1.867 $ | +0,0 % | 14.303.304 $ | +1.948.625 $ | +15,8 % | 12.354.679 $ | +144.705 $ | +1,2 % | 12.209.974 $ | +568.179 $ | +4,9 % |
| SEARCY FINANCIAL SERVICES INC /ADV | 14.303.466 $ | +747.972 $ | +5,5 % | |||||||||
| Caerus Investment Advisors, LLC | 14.301.076 $ | +3.823.803 $ | +36,5 % | 10.477.273 $ | +1.963.681 $ | +23,1 % | 8.513.592 $ | +3.588.706 $ | +72,9 % | |||
| Lighthouse Financial LLC | 11.502.030 $ | +666.766 $ | +6,2 % | 10.835.264 $ | -3.464.555 $ | -24,2 % | 14.299.819 $ | +313.046 $ | +2,2 % | |||
| Wingate Wealth Advisors, Inc. | 14.266.163 $ | +3.000.638 $ | +26,6 % | 11.265.525 $ | +501.655 $ | +4,7 % | 10.763.870 $ | +5.300.023 $ | +97,0 % | |||
| Security Financial Services, INC. | 14.253.207 $ | +892.372 $ | +6,7 % | 13.360.835 $ | -423.079 $ | -3,1 % | 13.783.914 $ | +4.186.176 $ | +43,6 % | |||
| Wellington Grp LLC | 14.238.370 $ | +491.053 $ | +3,6 % | 13.747.317 $ | +1.515.654 $ | +12,4 % | 12.231.663 $ | |||||
| Houlihan Financial Resource Group, Ltd. | 14.235.126 $ | +475.279 $ | +3,5 % | 13.759.847 $ | +455.093 $ | +3,4 % | 13.304.754 $ | +8.588.943 $ | +182,1 % | |||
| CRA Financial Services, LLC | 14.227.900 $ | +613.085 $ | +4,5 % | 13.614.815 $ | +1.594.377 $ | +13,3 % | 12.020.438 $ | +648.725 $ | +5,7 % | 11.371.713 $ | -746.129 $ | -6,2 % |
| Atlantic Edge Private Wealth Management, LLC | 13.942.654 $ | -266.862 $ | -1,9 % | 14.209.516 $ | +1.358.365 $ | +10,6 % | 12.851.151 $ | +1.129.442 $ | +9,6 % | 11.721.709 $ | +3.305.111 $ | +39,3 % |
| Intrepid Financial Planning Group LLC | 13.998.738 $ | +482.388 $ | +3,6 % | 13.516.350 $ | -683.745 $ | -4,8 % | 14.200.095 $ | -43.362 $ | -0,3 % | |||
| Trivium Point Advisory, LLC | 14.195.977 $ | +10.464.198 $ | +280,4 % | 3.731.779 $ | -9.049.461 $ | -70,8 % | 12.781.240 $ | +989.668 $ | +8,4 % | |||
| Aspen Wealth Management LLC | 14.181.953 $ | +927.866 $ | +7,0 % | 13.254.087 $ | +387.796 $ | +3,0 % | 12.866.291 $ | +1.854.984 $ | +16,8 % | 11.011.307 $ | +616.017 $ | +5,9 % |
| Firestone Capital Management | 14.181.598 $ | +3.125.554 $ | +28,3 % | 11.056.044 $ | +3.615.380 $ | +48,6 % | 7.440.664 $ | +1.891.772 $ | +34,1 % | |||
| Peak Financial Management, Inc. | 14.141.902 $ | +189.430 $ | +1,4 % | 13.952.472 $ | +1.432.134 $ | +11,4 % | 12.520.338 $ | +77.680 $ | +0,6 % | 12.442.658 $ | +37.937 $ | +0,3 % |
| Legacy Wealth Managment, LLC/ID | 14.097.107 $ | +3.931.439 $ | +38,7 % | 10.165.668 $ | +19.568 $ | +0,2 % | 10.146.100 $ | +1.143.830 $ | +12,7 % | |||
| Crestmont Private Wealth LLC | 14.096.718 $ | +1.261.279 $ | +9,8 % | 12.835.439 $ | +659.960 $ | +5,4 % | 12.175.479 $ | +255.717 $ | +2,1 % | |||
| Checchi Capital Advisers, LLC | 14.039.226 $ | +138.469 $ | +1,0 % | 13.900.757 $ | +832.987 $ | +6,4 % | 13.067.770 $ | +2.298.090 $ | +21,3 % | |||
| M Holdings Securities, Inc. | 14.036.000 $ | +218.000 $ | +1,6 % | 13.818.000 $ | +1.253.000 $ | +10,0 % | 12.565.000 $ | +11.902.000 $ | +1.795,2 % | |||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 8.834.320 $ | +92.247 $ | +1,1 % | 8.742.073 $ | +1.228.463 $ | +16,3 % | 7.513.610 $ | -6.486.239 $ | -46,3 % | 13.999.849 $ | +8.002.073 $ | +133,4 % |
| Benchmark Financial Wealth Advisors, LLC | 12.566.647 $ | +1.063.486 $ | +9,2 % | 11.503.161 $ | -1.682.409 $ | -12,8 % | 13.185.570 $ | -809.523 $ | -5,8 % | 13.995.093 $ | -826.806 $ | -5,6 % |
| TPG Financial Advisors, LLC | 12.429.173 $ | -1.013.746 $ | -7,5 % | 13.442.919 $ | -544.985 $ | -3,9 % | 13.987.904 $ | +2.176.384 $ | +18,4 % | |||
| Lansing Street Advisors | 13.970.683 $ | +2.772.062 $ | +24,8 % | 11.198.621 $ | +2.396.029 $ | +27,2 % | 8.802.592 $ | +1.684.507 $ | +23,7 % | |||
| HRT FINANCIAL LP | 11.246.000 $ | -2.714.000 $ | -19,4 % | 13.960.000 $ | +6.493.000 $ | +87,0 % | 7.467.000 $ | -7.795.000 $ | -51,1 % | |||
| Eagle Strategies LLC | 8.550.750 $ | -181.008 $ | -2,1 % | 8.731.758 $ | -5.221.464 $ | -37,4 % | 13.953.222 $ | +4.454.938 $ | +46,9 % | 9.498.284 $ | +7.901 $ | +0,1 % |
| VALLEY WEALTH MANAGERS, INC. | 5.956.860 $ | -7.981.565 $ | -57,3 % | 13.938.425 $ | +291.778 $ | +2,1 % | 13.646.647 $ | +1.419.455 $ | +11,6 % | 12.227.192 $ | -11.908.453 $ | -49,3 % |
| LEGACY SOLUTIONS, LLC | 13.793.137 $ | -144.357 $ | -1,0 % | 13.937.494 $ | +2.268.786 $ | +19,4 % | 11.668.708 $ | -387.977 $ | -3,2 % | 12.056.685 $ | -62.499 $ | -0,5 % |
| Blackhawk Capital Partners, LLC | 13.879.285 $ | +7.589.251 $ | +120,7 % | 6.290.034 $ | -2.882.182 $ | -31,4 % | 9.172.216 $ | +2.125.754 $ | +30,2 % | |||
| BEACON ADVISORS HOLDINGS, LLC | 13.869.921 $ | +942.286 $ | +7,3 % | 12.927.635 $ | +488.791 $ | +3,9 % | 12.438.844 $ | |||||
| Aspire Private Capital, LLC | 13.824.288 $ | +1.774.907 $ | +14,7 % | 12.049.381 $ | +134.085 $ | +1,1 % | 11.915.296 $ | -9.048.606 $ | -43,2 % | |||
| LOOMIS SAYLES & CO L P | 13.794.956 $ | |||||||||||
| Mason & Associates, LLC | 13.793.316 $ | +7.195.353 $ | +109,1 % | 6.597.963 $ | +716.011 $ | +12,2 % | 5.881.952 $ | -74.574 $ | -1,3 % | 5.956.526 $ | +389.983 $ | +7,0 % |
| Lifeworks Advisors, LLC | 3.603.283 $ | +348.608 $ | +10,7 % | 3.254.675 $ | -10.530.734 $ | -76,4 % | 13.785.409 $ | -755.180 $ | -5,2 % | |||
| Copley Financial Group, Inc. | 13.732.109 $ | +285.296 $ | +2,1 % | 13.446.813 $ | +1.029.763 $ | +8,3 % | 12.417.050 $ | +1.567.051 $ | +14,4 % | |||
| Tactive Advisors, LLC | 13.720.820 $ | +2.613.347 $ | +23,5 % | 11.107.473 $ | +3.245.629 $ | +41,3 % | 7.861.844 $ | +2.495.490 $ | +46,5 % | 5.366.354 $ | -16.175.890 $ | -75,1 % |
| Security National Bank | 13.701.342 $ | +889.883 $ | +6,9 % | 12.811.459 $ | +628.970 $ | +5,2 % | 12.182.489 $ | +339.744 $ | +2,9 % | |||
| ORG Partners LLC | 13.668.110 $ | +2.581.627 $ | +23,3 % | |||||||||
| Lantz Financial LLC | 12.442.150 $ | -1.204.158 $ | -8,8 % | 13.646.308 $ | +1.190.243 $ | +9,6 % | 12.456.065 $ | -300.163 $ | -2,4 % | 12.756.228 $ | -4.350.889 $ | -25,4 % |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 13.628.977 $ | +1.637.239 $ | +13,7 % | 11.991.738 $ | +1.453.862 $ | +13,8 % | 10.537.876 $ | +1.391.205 $ | +15,2 % | |||
| Hilton Head Capital Partners, LLC | 13.617.830 $ | +1.111.306 $ | +8,9 % | 12.506.524 $ | +536.758 $ | +4,5 % | 11.969.766 $ | |||||
| Archer Investment Corp | 13.611.402 $ | +7.003.235 $ | +106,0 % | 6.608.167 $ | -1.767.505 $ | -21,1 % | 8.375.672 $ | -3.070.213 $ | -26,8 % | |||
| Forvis Mazars Wealth Advisors, LLC | 13.498.000 $ | -25.012 $ | -0,2 % | 13.523.012 $ | +2.406.315 $ | +21,6 % | 11.116.697 $ | +118.971 $ | +1,1 % | 10.997.726 $ | +602.605 $ | +5,8 % |
| Inspire Advisors, LLC | 13.512.210 $ | +2.921.934 $ | +27,6 % | 10.590.276 $ | +3.306.761 $ | +45,4 % | 7.283.515 $ | +964.410 $ | +15,3 % | |||
| Decker Retirement Planning Inc. | 13.492.400 $ | +1.880.419 $ | +16,2 % | 11.611.981 $ | +3.136.559 $ | +37,0 % | 8.475.422 $ | +3.278.883 $ | +63,1 % | 5.196.539 $ | +3.399.114 $ | +189,1 % |
| RIA Advisory Group LLC | 8.788.981 $ | -4.698.945 $ | -34,8 % | 13.487.926 $ | +12.828.723 $ | +1.946,1 % | 659.203 $ | -8.427 $ | -1,3 % | 667.630 $ | -195.726 $ | -22,7 % |
| BFSG, LLC | 13.483.649 $ | +918.985 $ | +7,3 % | 12.564.664 $ | +205.724 $ | +1,7 % | 12.358.940 $ | +294.958 $ | +2,4 % | |||
| Panoramic Capital Partners, LLC | 13.435.873 $ | |||||||||||
| HANCOCK WHITNEY CORP | 13.434.821 $ | +985.319 $ | +7,9 % | 12.449.502 $ | +3.492.053 $ | +39,0 % | 8.957.449 $ | -260.086 $ | -2,8 % | |||
| Helium Advisors LLC | 13.432.541 $ | +901.073 $ | +7,2 % | 12.531.468 $ | +532.261 $ | +4,4 % | 11.999.207 $ | -2.439.083 $ | -16,9 % | |||
| Copper Harbor Investment Advisors, LLC | 13.431.607 $ | +2.279.926 $ | +20,4 % | 11.151.681 $ | ||||||||
| Laurel Wealth Planning LLC | 13.405.404 $ | +5.687.826 $ | +73,7 % | 7.717.578 $ | -456.864 $ | -5,6 % | 8.174.442 $ | -230.017 $ | -2,7 % | |||
| AllGen Financial Advisors, Inc. | 13.397.313 $ | +1.793.538 $ | +15,5 % | 11.603.775 $ | ||||||||
| Financial Advisors Network, Inc. | 13.380.538 $ | +2.683.258 $ | +25,1 % | 10.697.280 $ | +596.600 $ | +5,9 % | 10.100.680 $ | +742.733 $ | +7,9 % | |||
| WEST MICHIGAN ADVISORS, LLC | 5.868.744 $ | -1.086.513 $ | -15,6 % | 6.955.257 $ | -6.390.722 $ | -47,9 % | 13.345.979 $ | +492.042 $ | +3,8 % | |||
| Delta Wealth Advisors LLC | 13.039.477 $ | -303.601 $ | -2,3 % | 13.343.078 $ | +2.782.406 $ | +26,3 % | 10.560.672 $ | +92.414 $ | +0,9 % | 10.468.258 $ | -554.921 $ | -5,0 % |
| Rockingstone Advisors LLC | 13.340.542 $ | +822.722 $ | +6,6 % | 12.517.820 $ | +2.235.349 $ | +21,7 % | 10.282.471 $ | +265.421 $ | +2,6 % | 10.017.050 $ | -634.851 $ | -6,0 % |
| GEN Financial Management, INC. | 13.314.955 $ | +841.160 $ | +6,7 % | 12.473.795 $ | -112.245 $ | -0,9 % | 12.586.040 $ | +334.616 $ | +2,7 % | 12.251.424 $ | +804.446 $ | +7,0 % |
| Anson Capital, Inc. | 12.766.023 $ | -532.147 $ | -4,0 % | 13.298.170 $ | +1.564.448 $ | +13,3 % | 11.733.722 $ | -509.887 $ | -4,2 % | |||
| Moss Adams Wealth Advisors LLC | 13.291.495 $ | +2.230.318 $ | +20,2 % | 11.061.177 $ | +130.453 $ | +1,2 % | 10.930.724 $ | +187.240 $ | +1,7 % | |||
| LARCH CAPITAL PARTNERS LLC | 13.290.761 $ | +7.283.607 $ | +121,2 % | 6.007.154 $ | +356.515 $ | +6,3 % | 5.650.639 $ | |||||
| COTTONWOOD CAPITAL ADVISORS, LLC | 12.664.874 $ | -547.609 $ | -4,1 % | 13.212.483 $ | +1.203.184 $ | +10,0 % | 12.009.299 $ | -118.396 $ | -1,0 % | 12.127.695 $ | +204.265 $ | +1,7 % |
| West Family Investments, Inc. | 13.207.761 $ | |||||||||||
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 13.195.244 $ | +1.221.952 $ | +10,2 % | 11.973.292 $ | +747.388 $ | +6,7 % | 11.225.904 $ | +158.334 $ | +1,4 % | 11.067.570 $ | ||
| Sterneck Capital Management, LLC | 13.180.232 $ | +971.753 $ | +8,0 % | 12.208.479 $ | -119.787 $ | -1,0 % | 12.328.266 $ | -171.016 $ | -1,4 % | |||
| Sherman Wealth Management LLC | 13.176.219 $ | +2.631.186 $ | +25,0 % | 10.545.033 $ | +426.439 $ | +4,2 % | 10.118.594 $ | +1.246.133 $ | +14,0 % | 8.872.461 $ | ||
| GoalVest Advisory LLC | 13.172.260 $ | +1.017.609 $ | +8,4 % | 12.154.651 $ | +3.351.466 $ | +38,1 % | 8.803.185 $ | +6.905.101 $ | +363,8 % | 1.898.084 $ | +1.864.012 $ | +5.470,8 % |
| eCIO, Inc. | 13.164.944 $ | +2.184.529 $ | +19,9 % | 10.980.415 $ | +6.034.351 $ | +122,0 % | 4.946.064 $ | |||||
| McCollum Christoferson Group LLC | 11.249.630 $ | -1.911.740 $ | -14,5 % | 13.161.370 $ | +1.163.886 $ | +9,7 % | 11.997.484 $ | +4.345.842 $ | +56,8 % | 7.651.642 $ | +855.022 $ | +12,6 % |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 13.159.362 $ | +6.335.272 $ | +92,8 % | 6.824.090 $ | +811.813 $ | +13,5 % | 6.012.277 $ | -351.805 $ | -5,5 % | 6.364.082 $ | +107.381 $ | +1,7 % |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 13.159.103 $ | +1.465.083 $ | +12,5 % | 11.694.020 $ | +2.187.546 $ | +23,0 % | 9.506.474 $ | +446.182 $ | +4,9 % | |||
| Patten Group, Inc. | 11.839.642 $ | -1.269.385 $ | -9,7 % | 13.109.027 $ | +111.225 $ | +0,9 % | 12.997.802 $ | +2.066.617 $ | +18,9 % | |||
| Marathon Strategic Advisors, LLC | 12.959.982 $ | -100.109 $ | -0,8 % | 13.060.091 $ | +1.359.698 $ | +11,6 % | 11.700.393 $ | +428.678 $ | +3,8 % | 11.271.715 $ | -145.352 $ | -1,3 % |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 13.042.281 $ | +1.898.740 $ | +17,0 % | 11.143.541 $ | +837.196 $ | +8,1 % | 10.306.345 $ | +452.155 $ | +4,6 % | |||
| Aft, Forsyth & Sober, LLC | 12.996.128 $ | +0 $ | +0,0 % | 12.996.128 $ | +365.856 $ | +2,9 % | 12.630.272 $ | |||||
| Tower Wealth Partners, Inc. | 12.993.319 $ | +853.511 $ | +7,0 % | 12.139.808 $ | +5.635 $ | +0,0 % | 12.134.173 $ | +421.833 $ | +3,6 % | |||
| BEACON FINANCIAL PLANNING, INC | 12.968.148 $ | +331.571 $ | +2,6 % | 12.636.577 $ | +1.904.052 $ | +17,7 % | 10.732.525 $ | +38.307 $ | +0,4 % | |||
| Texas Yale Capital Corp. | 12.967.814 $ | +1.553.387 $ | +13,6 % | 11.414.427 $ | +466.980 $ | +4,3 % | 10.947.447 $ | +435.255 $ | +4,1 % | |||
| TUDOR INVESTMENT CORP ET AL | 12.953.670 $ | +2.475.493 $ | +23,6 % | 10.478.177 $ | +10.170.161 $ | +3.301,8 % | 308.016 $ | -21.763.263 $ | -98,6 % | |||
| S Harris Financial Group, LLC | 12.931.217 $ | +1.716.536 $ | +15,3 % | 11.214.681 $ | +515.281 $ | +4,8 % | 10.699.400 $ | |||||
| Tepp RIA, LLC | 12.917.896 $ | +3.609.419 $ | +38,8 % | 9.308.477 $ | +1.410.857 $ | +17,9 % | 7.897.620 $ | +6.875.516 $ | +672,7 % | 1.022.104 $ | +335.329 $ | +48,8 % |
| WRAPMANAGER INC | 12.882.191 $ | +1.151.126 $ | +9,8 % | 11.731.065 $ | -670.964 $ | -5,4 % | 12.402.029 $ | -1.282.266 $ | -9,4 % | |||
| BASSO CAPITAL MANAGEMENT, L.P. | 12.880.020 $ | |||||||||||
| Navigation Group, LLC | 12.871.896 $ | +85.920 $ | +0,7 % | 12.785.976 $ | ||||||||
| Ballast, Inc. | 12.870.930 $ | +726.131 $ | +6,0 % | 12.144.799 $ | -294.694 $ | -2,4 % | 12.439.493 $ | +384.855 $ | +3,2 % | 12.054.638 $ | -6.957.070 $ | -36,6 % |
| Evelyn Partners Group Ltd | 12.864.889 $ | |||||||||||
| Wakefield Asset Management LLLP | 12.842.843 $ | +1.641.716 $ | +14,7 % | 11.201.127 $ | +409.250 $ | +3,8 % | 10.791.877 $ | +72.083 $ | +0,7 % | |||
| Strategic Equity Management | 2.272.750 $ | +126.170 $ | +5,9 % | 2.146.580 $ | -10.684.742 $ | -83,3 % | 12.831.322 $ | +10.663.552 $ | +491,9 % | |||
| BEAM WEALTH ADVISORS, INC. | 12.816.488 $ | +2.464.915 $ | +23,8 % | 10.351.573 $ | +4.258.968 $ | +69,9 % | 6.092.605 $ | +492.128 $ | +8,8 % | |||
| ORBA Wealth Advisors, L.L.C. | 11.090.085 $ | +1.317.731 $ | +13,5 % | 9.772.354 $ | -3.025.014 $ | -23,6 % | 12.797.368 $ | -1.433.564 $ | -10,1 % | |||
| CVA Family Office, LLC | 12.000.074 $ | +198.269 $ | +1,7 % | 11.801.805 $ | -957.323 $ | -7,5 % | 12.759.128 $ | -84.400 $ | -0,7 % | |||
| Avestar Capital, LLC | 12.744.040 $ | +975.229 $ | +8,3 % | 11.768.811 $ | -173.055 $ | -1,4 % | 11.941.866 $ | -5.266.307 $ | -30,6 % | |||
| Bay Harbor Wealth Management, LLC | 8.921.761 $ | -3.287.556 $ | -26,9 % | 12.209.317 $ | -520.268 $ | -4,1 % | 12.729.585 $ | +2.443.561 $ | +23,8 % | |||
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 12.722.011 $ | +499.786 $ | +4,1 % | 12.222.225 $ | -17.031 $ | -0,1 % | 12.239.256 $ | +375.856 $ | +3,2 % | 11.863.400 $ | +688.508 $ | +6,2 % |
| Econ Financial Services Corp | 3.166.535 $ | -6.862.789 $ | -68,4 % | 10.029.324 $ | -2.682.735 $ | -21,1 % | 12.712.059 $ | +3.696.001 $ | +41,0 % | 9.016.058 $ | +3.596.948 $ | +66,4 % |
| MSH Capital Advisors LLC | 12.706.013 $ | +3.186.724 $ | +33,5 % | 9.519.289 $ | -297.809 $ | -3,0 % | 9.817.098 $ | +2.271.541 $ | +30,1 % | |||
| EPG Wealth Management LLC | 12.699.410 $ | +1.011.974 $ | +8,7 % | 11.687.436 $ | +475.563 $ | +4,2 % | 11.211.873 $ | +446.549 $ | +4,1 % | |||
| Nipun Capital, L.P. | 12.685.308 $ | |||||||||||
| BRADLEY FOSTER & SARGENT INC/CT | 11.249.173 $ | +6.476 $ | +0,1 % | 11.242.697 $ | -1.441.614 $ | -11,4 % | 12.684.311 $ | -196.078 $ | -1,5 % | |||
| Coign Capital Advisors LLC | 12.669.529 $ | +2.044.938 $ | +19,2 % | 10.624.591 $ | -494.361 $ | -4,4 % | 11.118.952 $ | +266.964 $ | +2,5 % | |||
| LM Advisors LLC | 12.659.000 $ | +12.447.172 $ | +5.876,1 % | 211.828 $ | -4.699 $ | -2,2 % | 216.527 $ | -10.450.473 $ | -98,0 % | |||
| Vawter Financial, Ltd. | 12.637.753 $ | +1.054.089 $ | +9,1 % | 11.583.664 $ | -18.129 $ | -0,2 % | 11.601.793 $ | -438.840 $ | -3,6 % | |||
| Prosperity Financial Group, Inc. | 12.633.424 $ | +2.371.713 $ | +23,1 % | 10.261.711 $ | +807.555 $ | +8,5 % | 9.454.156 $ | -4.532.777 $ | -32,4 % | |||
| Insight Advisors, LLC/ PA | 2.025.571 $ | +343.769 $ | +20,4 % | 1.681.802 $ | -10.929.970 $ | -86,7 % | 12.611.772 $ | +134.886 $ | +1,1 % | |||
| Salomon & Ludwin, LLC | 12.602.044 $ | +1.659.237 $ | +15,2 % | 10.942.807 $ | +49.524 $ | +0,5 % | 10.893.283 $ | +538.307 $ | +5,2 % | |||
| Barnes Wealth Management Group, Inc | 12.591.658 $ | +40.550 $ | +0,3 % | 12.551.108 $ | +1.104.160 $ | +9,6 % | 11.446.948 $ | +2.114.584 $ | +22,7 % | |||
| First National Advisers, LLC | 11.546.478 $ | -713.782 $ | -5,8 % | 12.260.260 $ | -315.487 $ | -2,5 % | 12.575.747 $ | -445.112 $ | -3,4 % | |||
| Investments & Financial Planning, LLC | 12.555.771 $ | +2.275.801 $ | +22,1 % | 10.279.970 $ | -1.057.210 $ | -9,3 % | 11.337.180 $ | -537.240 $ | -4,5 % | |||
| Huntleigh Advisors, Inc. | 12.553.082 $ | +2.316.843 $ | +22,6 % | 10.236.239 $ | +460.509 $ | +4,7 % | 9.775.730 $ | -245.097 $ | -2,4 % | |||
| WMS Group LLC | 12.537.971 $ | +865.543 $ | +7,4 % | 11.672.428 $ | -492.286 $ | -4,0 % | 12.164.714 $ | |||||
| Eagle Capital Management, LLC | 12.519.000 $ | +311.000 $ | +2,5 % | 12.208.000 $ | +3.787.000 $ | +45,0 % | 8.421.000 $ | -419.000 $ | -4,7 % | 8.840.000 $ | +97.000 $ | +1,1 % |
| Schulz Wealth, LTD. | 12.514.192 $ | +1.373.217 $ | +12,3 % | 11.140.975 $ | -565.282 $ | -4,8 % | ||||||
| Benson Wealth Management INC | 12.497.967 $ | +4.874.109 $ | +63,9 % | 7.623.858 $ | +2.237.798 $ | +41,5 % | 5.386.060 $ | |||||
| CRUX WEALTH ADVISORS | 12.488.700 $ | +1.741.374 $ | +16,2 % | 10.747.326 $ | -13.472 $ | -0,1 % | 10.760.798 $ | +6.627.723 $ | +160,4 % | |||
| Sulzberger Capital Advisors, Inc. | 12.468.061 $ | +1.331.197 $ | +12,0 % | 11.136.864 $ | +1.397.128 $ | +14,3 % | 9.739.736 $ | +3.250.813 $ | +50,1 % | 6.488.923 $ | +1.566.631 $ | +31,8 % |
| Legacy Capital Group California, Inc. | 12.236.843 $ | +10.046.891 $ | +458,8 % | 2.189.952 $ | -10.263.286 $ | -82,4 % | 12.453.238 $ | +1.098.545 $ | +9,7 % | |||
| F/m Investments LLC | 9.676.154 $ | -686.367 $ | -6,6 % | 10.362.521 $ | -2.069.090 $ | -16,6 % | 12.431.611 $ | +11.775 $ | +0,1 % | |||
| Turn8 Private Wealth Inc. | 11.718.685 $ | -693.315 $ | -5,6 % | 12.412.000 $ | +1.971.330 $ | +18,9 % | 10.440.670 $ | +30.181 $ | +0,3 % | |||
| Merkkuri Wealth Advisors LLC | 12.407.008 $ | +1.526.647 $ | +14,0 % | 10.880.361 $ | -1.010.792 $ | -8,5 % | 11.891.153 $ | +3.668.821 $ | +44,6 % | |||
| Planning Strategies Inc. | 12.383.171 $ | +822.473 $ | +7,1 % | 11.560.698 $ | ||||||||
| Keebeck Wealth Management | 10.596.808 $ | -1.396.034 $ | -11,6 % | 11.992.842 $ | -355.551 $ | -2,9 % | 12.348.393 $ | +3.812.408 $ | +44,7 % | |||
| Shelter Ins Retirement Plan | 12.335.042 $ | +1.949.127 $ | +18,8 % | 10.385.915 $ | +376.723 $ | +3,8 % | 10.009.192 $ | +193.572 $ | +2,0 % | |||
| EQ WEALTH ADVISORS, LLC | 12.325.513 $ | +2.040.580 $ | +19,8 % | 10.284.933 $ | -590.713 $ | -5,4 % | 10.875.646 $ | +399.001 $ | +3,8 % | |||
| Ankerstar Wealth, LLC | 12.319.114 $ | +297.478 $ | +2,5 % | 12.021.636 $ | -197.487 $ | -1,6 % | 12.219.123 $ | |||||
| Omega Financial Group, LLC | 12.310.775 $ | +1.881.586 $ | +18,0 % | 10.429.189 $ | +826.649 $ | +8,6 % | 9.602.540 $ | +168.506 $ | +1,8 % | |||
| IFS Group,LLC | 9.885.189 $ | -2.421.197 $ | -19,7 % | 12.306.386 $ | +251.168 $ | +2,1 % | ||||||
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 12.304.192 $ | +2.594.782 $ | +26,7 % | 9.709.410 $ | +1.001.479 $ | +11,5 % | 8.707.931 $ | +1.825.659 $ | +26,5 % | |||
| IMA Advisory Services, Inc. | 12.280.695 $ | +5.950.231 $ | +94,0 % | 6.330.464 $ | +35.047 $ | +0,6 % | 6.295.417 $ | +133.706 $ | +2,2 % | |||
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 12.259.000 $ | +2.067.240 $ | +20,3 % | 10.191.760 $ | ||||||||
| Lynx Investment Advisory | 12.244.378 $ | -12.916 $ | -0,1 % | 12.257.294 $ | +3.573.872 $ | +41,2 % | 8.683.422 $ | +87.092 $ | +1,0 % | |||
| Integrity Investment Advisors, LLC | 12.225.988 $ | +2.272.153 $ | +22,8 % | 9.953.835 $ | +586.573 $ | +6,3 % | 9.367.262 $ | -3.821.681 $ | -29,0 % | |||
| Financial Network Wealth Advisors LLC | 4.727.654 $ | -6.484.978 $ | -57,8 % | 11.212.632 $ | -1.012.639 $ | -8,3 % | 12.225.271 $ | +318.004 $ | +2,7 % | |||
| LITTLE HOUSE CAPITAL LLC | 1.324.804 $ | -317.068 $ | -19,3 % | 1.641.872 $ | -10.554.262 $ | -86,5 % | 12.196.134 $ | -680.731 $ | -5,3 % | |||
| LAZARD ASSET MANAGEMENT LLC | 12.188.161 $ | +1.948.094 $ | +19,0 % | 10.240.067 $ | -1.006.915 $ | -9,0 % | 11.246.982 $ | +577.698 $ | +5,4 % | |||
| MPWM ADVISORY SOLUTIONS, LLC | 12.187.732 $ | +1.319.935 $ | +12,1 % | 10.867.797 $ | +2.722.145 $ | +33,4 % | 8.145.652 $ | +3.463.538 $ | +74,0 % | |||
| Oak Root LLC | 11.935.308 $ | -247.060 $ | -2,0 % | 12.182.368 $ | +1.730.121 $ | +16,6 % | 10.452.247 $ | -547.634 $ | -5,0 % | 10.999.881 $ | -5.242.082 $ | -32,3 % |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 12.161.249 $ | +2.041.763 $ | +20,2 % | 10.119.486 $ | +355.631 $ | +3,6 % | 9.763.855 $ | +190.595 $ | +2,0 % | |||
| OakTrust Wealth Advisors, LLC | 11.044.968 $ | +223.327 $ | +2,1 % | 10.821.641 $ | -1.321.800 $ | -10,9 % | 12.143.441 $ | |||||
| GAMCO INVESTORS, INC. ET AL | 565.423 $ | -11.567.005 $ | -95,3 % | 12.132.428 $ | +2.136.949 $ | +21,4 % | 9.995.479 $ | +4.876.568 $ | +95,3 % | |||
| SEEDS INVESTOR LLC | 12.084.909 $ | +5.045.515 $ | +71,7 % | 7.039.394 $ | +2.438.874 $ | +53,0 % | 4.600.520 $ | +897.255 $ | +24,2 % | |||
| ALTERNA WEALTH MANAGEMENT, INC | 12.070.678 $ | +6.895.106 $ | +133,2 % | 5.175.572 $ | +1.399.304 $ | +37,1 % | 3.776.268 $ | +1.580.286 $ | +72,0 % | |||
| Leicht Financial Planning & Wealth Management, Inc. | 12.040.043 $ | +1.355.018 $ | +12,7 % | 10.685.025 $ | -47.716 $ | -0,4 % | 10.732.741 $ | -447.129 $ | -4,0 % | |||
| Alvarez & Marsal Private Wealth Partners, LLC | 12.035.906 $ | +2.949.922 $ | +32,5 % | 9.085.984 $ | +8.800.702 $ | +3.084,9 % | 285.282 $ | |||||
| Pachira Investments Inc. | 12.006.106 $ | +1.832.282 $ | +18,0 % | 10.173.824 $ | +3.345.240 $ | +49,0 % | 6.828.584 $ | -252.926 $ | -3,6 % | 7.081.510 $ | +2.109.316 $ | +42,4 % |
| Summit Trail Advisors, LLC | 9.090.985 $ | -734.889 $ | -7,5 % | 9.825.874 $ | -2.173.493 $ | -18,1 % | 11.999.367 $ | +409.106 $ | +3,5 % | |||
| Clearview Wealth Advisors LLC | 11.957.461 $ | +309.621 $ | +2,7 % | |||||||||
| Herold Advisors, Inc. | 11.953.765 $ | +93.765 $ | +0,8 % | 11.860.000 $ | +379.401 $ | +3,3 % | 11.480.599 $ | -303.892 $ | -2,6 % | 11.784.491 $ | +390.718 $ | +3,4 % |
| EHRLICH FINANCIAL GROUP | 8.886.364 $ | -232.033 $ | -2,5 % | 9.118.397 $ | -516.432 $ | -5,4 % | 9.634.829 $ | -2.316.518 $ | -19,4 % | 11.951.347 $ | +1.904.877 $ | +19,0 % |
| Delta Investment Management, LLC | 9.364.585 $ | +1.356.305 $ | +16,9 % | 8.008.280 $ | -3.940.207 $ | -33,0 % | 11.948.487 $ | -16.537.500 $ | -58,1 % | |||
| Curbstone Financial Management Corp | 645.612 $ | -66.148 $ | -9,3 % | 711.760 $ | -11.230.822 $ | -94,0 % | 11.942.582 $ | +722.102 $ | +6,4 % | 11.220.480 $ | +1.042.348 $ | +10,2 % |
| Adaptive Financial Consulting, LLC | 11.919.238 $ | +2.000.139 $ | +20,2 % | 9.919.099 $ | +830.195 $ | +9,1 % | 9.088.904 $ | +410.248 $ | +4,7 % | |||
| Ocean Park Asset Management, LLC | 2.857.243 $ | +1.193.713 $ | +71,8 % | 1.663.530 $ | -10.250.331 $ | -86,0 % | 11.913.861 $ | +3.687.977 $ | +44,8 % | 8.225.884 $ | -1.516.412 $ | -15,6 % |
| Argo Wealth Advisory, LLC | 11.910.590 $ | +299.362 $ | +2,6 % | 11.611.228 $ | +859.442 $ | +8,0 % | 10.751.786 $ | |||||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 11.910.000 $ | +1.559.000 $ | +15,1 % | 10.351.000 $ | +1.813.000 $ | +21,2 % | 8.538.000 $ | +564.000 $ | +7,1 % | |||
| REDSTONE WEALTH MANAGEMENT, LLC | 9.762.184 $ | -2.147.794 $ | -18,0 % | 11.909.978 $ | +1.164.113 $ | +10,8 % | 10.745.865 $ | +1.009.575 $ | +10,4 % | 9.736.290 $ | ||
| Darwin Wealth Management, LLC | 6.745.955 $ | -5.156.211 $ | -43,3 % | 11.902.166 $ | +3.236.870 $ | +37,4 % | 8.665.296 $ | -417.372 $ | -4,6 % | |||
| THRYVE WEALTH MANAGEMENT LLC | 9.320.301 $ | -2.579.990 $ | -21,7 % | 11.900.291 $ | +2.478.230 $ | +26,3 % | 9.422.061 $ | +1.289.522 $ | +15,9 % | 8.132.539 $ | ||
| Morse Asset Management, Inc | 11.869.917 $ | +1.818.635 $ | +18,1 % | 10.051.282 $ | +940.956 $ | +10,3 % | 9.110.326 $ | +261.013 $ | +2,9 % | |||
| CERTUITY, LLC | 11.801.715 $ | +1.541.221 $ | +15,0 % | 10.260.494 $ | +4.252.191 $ | +70,8 % | 6.008.303 $ | +2.138.259 $ | +55,3 % | |||
| Aureum Wealth Management, LLC | 11.764.158 $ | -24.429 $ | -0,2 % | 11.788.587 $ | +1.580.013 $ | +15,5 % | 10.208.574 $ | +2.838.250 $ | +38,5 % | 7.370.324 $ | ||
| Cassia Capital Partners, LLC | 10.547.236 $ | -248.057 $ | -2,3 % | 10.795.293 $ | -987.099 $ | -8,4 % | 11.782.392 $ | +403.547 $ | +3,5 % | |||
| CABOT WEALTH MANAGEMENT INC | 11.763.336 $ | +11.086.892 $ | +1.639,0 % | 676.444 $ | -59.353 $ | -8,1 % | 735.797 $ | -7.938 $ | -1,1 % | |||
| Hobbs Wealth Management, LLC | 599.244 $ | -4.860.390 $ | -89,0 % | 5.459.634 $ | +747.354 $ | +15,9 % | 4.712.280 $ | -7.042.324 $ | -59,9 % | 11.754.604 $ | +1.624.272 $ | +16,0 % |
| Red Spruce Capital, LLC | 11.749.405 $ | +11.089.787 $ | +1.681,2 % | |||||||||
| Nicht ausgewiesen | 11.734.049 $ | +100.283 $ | +0,9 % | 11.633.766 $ | +265.099 $ | +2,3 % | 11.368.667 $ | +209.978 $ | +1,9 % | |||
| BayBridge Capital Group, LLC | 11.727.782 $ | +2.220.071 $ | +23,4 % | 9.507.711 $ | +2.098.838 $ | +28,3 % | 7.408.873 $ | +0 $ | +0,0 % | 7.408.873 $ | +685.380 $ | +10,2 % |
| Bryant Woods Investment Advisors, LLC | 11.720.950 $ | +4.209.899 $ | +56,0 % | 7.511.051 $ | +62.788 $ | +0,8 % | 7.448.263 $ | +13.830 $ | +0,2 % | |||
| NORTH STAR ASSET MANAGEMENT INC | 11.717.529 $ | +1.912.703 $ | +19,5 % | 9.804.826 $ | +2.540.027 $ | +35,0 % | 7.264.799 $ | +133.371 $ | +1,9 % | |||
| Lloyd Advisory Services, LLC. | 4.441.608 $ | -7.232.945 $ | -62,0 % | 11.674.553 $ | +9.428.688 $ | +419,8 % | 2.245.865 $ | -210.598 $ | -8,6 % | |||
| Beacon Bridge Wealth Partners, LLC | 10.656.499 $ | -1.016.613 $ | -8,7 % | 11.673.112 $ | +1.337.795 $ | +12,9 % | 10.335.317 $ | +8.469.708 $ | +454,0 % | |||
| Guardian Wealth Advisors, LLC | 11.666.316 $ | +2.811.489 $ | +31,8 % | 8.854.827 $ | +2.171.635 $ | +32,5 % | 6.683.192 $ | +1.796.929 $ | +36,8 % | |||
| Balboa Wealth Partners | 11.662.251 $ | +215.181 $ | +1,9 % | 11.447.070 $ | +4.202.390 $ | +58,0 % | 7.244.680 $ | -741.867 $ | -9,3 % | 7.986.547 $ | -124.263 $ | -1,5 % |
| Tandem Investment Partners LLC | 11.662.030 $ | +419.099 $ | +3,7 % | 11.242.931 $ | +983.461 $ | +9,6 % | 10.259.470 $ | +947.883 $ | +10,2 % | 9.311.587 $ | +1.329.554 $ | +16,7 % |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 11.647.057 $ | +4.230.164 $ | +57,0 % | 7.416.893 $ | -207.021 $ | -2,7 % | 7.623.914 $ | -4.523.978 $ | -37,2 % | |||
| CFO4Life Group, LLC | 11.636.650 $ | +583.654 $ | +5,3 % | 11.052.996 $ | -43.373 $ | -0,4 % | 11.096.369 $ | -643.724 $ | -5,5 % | |||
| North Berkeley Wealth Management, LLC | 11.630.852 $ | +1.342.420 $ | +13,0 % | 10.288.432 $ | +520.985 $ | +5,3 % | 9.767.447 $ | -89.538 $ | -0,9 % | |||
| Concord Wealth Partners | 10.977.871 $ | -635.753 $ | -5,5 % | 11.613.624 $ | +1.972.536 $ | +20,5 % | 9.641.088 $ | +659.391 $ | +7,3 % | |||
| Southeast Asset Advisors, LLC | 10.141.704 $ | +168.943 $ | +1,7 % | 9.972.761 $ | -1.640.111 $ | -14,1 % | 11.612.872 $ | +1.809.157 $ | +18,5 % | |||
| Markowski Investments | 11.590.378 $ | |||||||||||
| MRA Advisory Group | 11.579.504 $ | +4.925.291 $ | +74,0 % | 6.654.213 $ | +968.487 $ | +17,0 % | 5.685.726 $ | +68.625 $ | +1,2 % | 5.617.101 $ | +286.647 $ | +5,4 % |
| FSA Investment Group, LLC | 11.552.639 $ | +735.475 $ | +6,8 % | 10.817.164 $ | +4.615.901 $ | +74,4 % | 6.201.263 $ | |||||
| Bell Investment Advisors, Inc | 11.551.282 $ | +888.753 $ | +8,3 % | 10.662.529 $ | -324.812 $ | -3,0 % | 10.987.341 $ | +398.847 $ | +3,8 % | |||
| Roth Financial Partners LLC | 11.285.021 $ | -258.050 $ | -2,2 % | 11.543.071 $ | +1.807.084 $ | +18,6 % | 9.735.987 $ | +392.504 $ | +4,2 % | 9.343.483 $ | +5.799 $ | +0,1 % |
| Tamar Securities, LLC | 9.540.481 $ | -1.991.942 $ | -17,3 % | 11.532.423 $ | +1.171.506 $ | +11,3 % | 10.360.917 $ | +1.080.932 $ | +11,6 % | |||
| MEITAV INVESTMENT HOUSE LTD | 11.514.372 $ | +2.197.883 $ | +23,6 % | 9.316.489 $ | +7.017.042 $ | +305,2 % | 2.299.447 $ | -111.362 $ | -4,6 % | |||
| POWER WEALTH MANAGEMENT LLC | 11.513.271 $ | +258.467 $ | +2,3 % | 11.254.804 $ | +182.451 $ | +1,6 % | 11.072.353 $ | +221.983 $ | +2,0 % | |||
| Prosperitas Financial LLC | 11.448.108 $ | -61.836 $ | -0,5 % | 11.509.944 $ | +8.143.080 $ | +241,9 % | 3.366.864 $ | +1.933.818 $ | +134,9 % | |||
| MONEYWISE, INC. | 6.863.989 $ | +638.603 $ | +10,3 % | 6.225.386 $ | -5.258.945 $ | -45,8 % | 11.484.331 $ | +5.972.429 $ | +108,4 % | |||
| WORLD EQUITY GROUP, INC. | 4.505.327 $ | -6.948.038 $ | -60,7 % | 11.453.365 $ | +1.492.745 $ | +15,0 % | 9.960.620 $ | +193.196 $ | +2,0 % | 9.767.424 $ | -13.857.158 $ | -58,7 % |
| Avid Wealth Partners LLC | 9.061.588 $ | -2.389.487 $ | -20,9 % | 11.451.075 $ | +707.828 $ | +6,6 % | 10.743.247 $ | -413.199 $ | -3,7 % | |||
| BOYUM WEALTH ARCHITECTS LLC | 5.892.355 $ | -328.828 $ | -5,3 % | 6.221.183 $ | -168.919 $ | -2,6 % | 6.390.102 $ | -5.059.781 $ | -44,2 % | 11.449.883 $ | -1.289.519 $ | -10,1 % |
| Nilsine Partners, LLC | 6.893.307 $ | +345.608 $ | +5,3 % | 6.547.699 $ | -4.901.848 $ | -42,8 % | 11.449.547 $ | -1.545.131 $ | -11,9 % | |||
| RETIREMENT CAPITAL STRATEGIES | 11.445.939 $ | +172.500 $ | +1,5 % | 11.273.439 $ | +10.027.165 $ | +804,6 % | ||||||
| Warner Group LLC | 11.441.730 $ | +8.029.226 $ | +235,3 % | 3.412.504 $ | -5.303.453 $ | -60,8 % | 8.715.957 $ | +1.609.963 $ | +22,7 % | |||
| RWQ Financial Management Services, Inc. | 6.565.830 $ | +694.146 $ | +11,8 % | 5.871.684 $ | -1.742.884 $ | -22,9 % | 7.614.568 $ | -3.820.542 $ | -33,4 % | 11.435.110 $ | +11.233.790 $ | +5.580,1 % |
| CONNING INC. | 11.431.754 $ | +1.806.394 $ | +18,8 % | 9.625.360 $ | +349.135 $ | +3,8 % | 9.276.225 $ | +179.397 $ | +2,0 % | |||
| Kirkwood Financial Services | 922.565 $ | +60.113 $ | +7,0 % | 862.452 $ | -10.557.400 $ | -92,4 % | 11.419.852 $ | +636.488 $ | +5,9 % | |||
| RPTC Inc. | 11.391.991 $ | +1.864.350 $ | +19,6 % | 9.527.641 $ | +127.126 $ | +1,4 % | 9.400.515 $ | +314.300 $ | +3,5 % | |||
| ALLIANZ SE | 11.353.222 $ | +2.212.484 $ | +24,2 % | 9.140.738 $ | +499.607 $ | +5,8 % | 8.641.131 $ | +298.955 $ | +3,6 % | |||
| Modus Advisors, LLC | 11.353.106 $ | +275.117 $ | +2,5 % | 11.077.989 $ | -191.298 $ | -1,7 % | 11.269.287 $ | +63.045 $ | +0,6 % | |||
| Summit Financial Wealth Advisors, LLC | 5.082.876 $ | -6.264.443 $ | -55,2 % | 11.347.319 $ | +928.182 $ | +8,9 % | 10.419.137 $ | +1.076.952 $ | +11,5 % | 9.342.185 $ | +1.234.100 $ | +15,2 % |
| Swisher Financial Concepts, Inc. | 10.150.978 $ | -135.392 $ | -1,3 % | 10.286.370 $ | -1.025.382 $ | -9,1 % | 11.311.752 $ | +423.171 $ | +3,9 % | |||
| BNC WEALTH MANAGEMENT, LLC | 11.279.927 $ | |||||||||||
| Privatperson | 9.640.722 $ | -1.637.166 $ | -14,5 % | 11.277.888 $ | +691.153 $ | +6,5 % | 10.586.735 $ | |||||
| Burns Matteson Capital Management, LLC | 11.271.214 $ | +501.218 $ | +4,7 % | 10.769.996 $ | -256.832 $ | -2,3 % | 11.026.828 $ | +40.076 $ | +0,4 % | 10.986.752 $ | +93.050 $ | +0,9 % |
| Perennial Advisors, LLC | 11.266.889 $ | +394.566 $ | +3,6 % | 10.872.323 $ | -112.199 $ | -1,0 % | 10.984.522 $ | +821.917 $ | +8,1 % | 10.162.605 $ | +737.300 $ | +7,8 % |
| 5th Street Advisors, LLC | 11.253.665 $ | +3.443.280 $ | +44,1 % | 7.810.385 $ | +327.723 $ | +4,4 % | 7.482.662 $ | +1.791.464 $ | +31,5 % | |||
| CAHILL FINANCIAL ADVISORS INC | 11.236.056 $ | -14.665 $ | -0,1 % | 11.250.721 $ | +983.894 $ | +9,6 % | 10.266.827 $ | +337.491 $ | +3,4 % | |||
| Northeast Financial Group, Inc. | 9.340.719 $ | -1.907.326 $ | -17,0 % | 11.248.045 $ | +895.651 $ | +8,7 % | ||||||
| Liquid Strategies, LLC | 11.246.358 $ | +4.628.687 $ | +69,9 % | 6.617.671 $ | +711.722 $ | +12,1 % | 5.905.949 $ | +442.170 $ | +8,1 % | |||
| Accordant Advisory Group Inc | 10.881.959 $ | -361.883 $ | -3,2 % | 11.243.842 $ | +66.524 $ | +0,6 % | 11.177.318 $ | +1.512.558 $ | +15,7 % | |||
| ROGCO, LP | 11.213.283 $ | +1.651.744 $ | +17,3 % | 9.561.539 $ | +362.079 $ | +3,9 % | 9.199.460 $ | +389.648 $ | +4,4 % | |||
| Florida Trust Wealth Management Co | 11.198.157 $ | +1.652.812 $ | +17,3 % | 9.545.345 $ | +1.002.288 $ | +11,7 % | 8.543.057 $ | -46.912 $ | -0,5 % | |||
| 4J Wealth Management LLC | 10.972.937 $ | +482.974 $ | +4,6 % | 10.489.963 $ | -687.234 $ | -6,1 % | 11.177.197 $ | +597.990 $ | +5,7 % | |||
| Flavin Financial Services, Inc. | 11.173.514 $ | +1.346.840 $ | +13,7 % | 9.826.674 $ | +793.498 $ | +8,8 % | 9.033.176 $ | +21.680 $ | +0,2 % | 9.011.496 $ | +395.259 $ | +4,6 % |
| Acorn Wealth Advisors, LLC | 9.368.784 $ | -244.606 $ | -2,5 % | 9.613.390 $ | -817.279 $ | -7,8 % | 10.430.669 $ | -738.808 $ | -6,6 % | 11.169.477 $ | -901.742 $ | -7,5 % |
| Values Added Financial LLC | 11.156.575 $ | +1.649.575 $ | +17,4 % | 9.507.000 $ | +135.425 $ | +1,4 % | 9.371.575 $ | +151.359 $ | +1,6 % | |||
| Professional Financial Advisors, LLC | 10.402.690 $ | -753.393 $ | -6,8 % | 11.156.083 $ | +3.009.015 $ | +36,9 % | 8.147.068 $ | -1.174.842 $ | -12,6 % | 9.321.910 $ | -32.648 $ | -0,3 % |
| Caprock Group, LLC | 11.154.971 $ | +5.104.813 $ | +84,4 % | 6.050.158 $ | +20.312 $ | +0,3 % | 6.029.846 $ | +311.753 $ | +5,5 % | |||
| MY Wealth Management Inc. | 10.358.727 $ | -793.505 $ | -7,1 % | 11.152.232 $ | +6.107.309 $ | +121,1 % | 5.044.923 $ | -239.976 $ | -4,5 % | 5.284.899 $ | -74.300 $ | -1,4 % |
| LaSalle St. Investment Advisors, LLC | 9.798.299 $ | -1.214.995 $ | -11,0 % | 11.013.294 $ | -108.706 $ | -1,0 % | 11.122.000 $ | +3.546.000 $ | +46,8 % | |||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 11.070.979 $ | +1.681.495 $ | +17,9 % | 9.389.484 $ | +5.135.172 $ | +120,7 % | 4.254.312 $ | +575.872 $ | +15,7 % | |||
| Gen-Wealth Partners Inc | 8.271.346 $ | +1.484.437 $ | +21,9 % | 6.786.909 $ | -4.281.183 $ | -38,7 % | 11.068.092 $ | +2.156.306 $ | +24,2 % | |||
| Semus Wealth Partners LLC | 10.586.448 $ | -461.138 $ | -4,2 % | 11.047.586 $ | +825.462 $ | +8,1 % | 10.222.124 $ | -204.537 $ | -2,0 % | 10.426.661 $ | +865.420 $ | +9,1 % |
| WETZEL INVESTMENT ADVISORS, INC. | 10.464.833 $ | -548.676 $ | -5,0 % | 11.013.509 $ | +441.285 $ | +4,2 % | 10.572.224 $ | +247.216 $ | +2,4 % | 10.325.008 $ | +266.046 $ | +2,6 % |
| Capital Investment Management, Inc. | 10.991.761 $ | +632.861 $ | +6,1 % | 10.358.900 $ | -485.399 $ | -4,5 % | 10.844.299 $ | |||||
| American Alpha Advisors, LLC | 10.968.639 $ | +1.527.956 $ | +16,2 % | 9.440.683 $ | -669.121 $ | -6,6 % | 10.109.804 $ | +3.246.352 $ | +47,3 % | |||
| Amplius Wealth Advisors, LLC | 8.633.137 $ | -927.482 $ | -9,7 % | 9.560.619 $ | -759.366 $ | -7,4 % | 10.319.985 $ | -610.711 $ | -5,6 % | 10.930.696 $ | -390.353 $ | -3,4 % |
| Kaydan Wealth Management, Inc. | 9.808.468 $ | -1.109.880 $ | -10,2 % | 10.918.348 $ | +1.156.855 $ | +11,9 % | 9.761.493 $ | +415.426 $ | +4,4 % | 9.346.067 $ | -6.905.449 $ | -42,5 % |
| Ashurst Perkins Coie Trust Co | 10.877.824 $ | +259.128 $ | +2,4 % | 10.618.696 $ | +446.396 $ | +4,4 % | 10.172.300 $ | +797.544 $ | +8,5 % | 9.374.756 $ | +1.359.992 $ | +17,0 % |
| Glass Jacobson Investment Advisors llc | 10.850.308 $ | -26.702 $ | -0,2 % | 10.877.010 $ | +134.406 $ | +1,3 % | 10.742.604 $ | +148.321 $ | +1,4 % | |||
| Stelac Advisory Services LLC | 10.856.170 $ | +2.157.207 $ | +24,8 % | 8.698.963 $ | +5.628.460 $ | +183,3 % | 3.070.503 $ | +772.742 $ | +33,6 % | |||
| Braun-Bostich & Associates Inc. | 8.539.918 $ | -398.627 $ | -4,5 % | 8.938.545 $ | -50.986 $ | -0,6 % | 8.989.531 $ | -1.837.404 $ | -17,0 % | 10.826.935 $ | +1.298.781 $ | +13,6 % |
| Alliance Wealth Advisors, LLC /UT | 2.035.761 $ | -4.728.935 $ | -69,9 % | 6.764.696 $ | -4.038.176 $ | -37,4 % | 10.802.872 $ | +2.231.926 $ | +26,0 % | |||
| Aristotle Capital Management, LLC | 4.121.091 $ | -5.716.353 $ | -58,1 % | 9.837.444 $ | -956.373 $ | -8,9 % | 10.793.817 $ | +3.518.817 $ | +48,4 % | |||
| Ledyard National Bank | 10.780.472 $ | +591.418 $ | +5,8 % | 10.189.054 $ | +1.612.113 $ | +18,8 % | 8.576.941 $ | -229.979 $ | -2,6 % | 8.806.920 $ | +158.578 $ | +1,8 % |
| Geneva Partners, LLC | 10.779.797 $ | +2.359.948 $ | +28,0 % | 8.419.849 $ | ||||||||
| Nicht ausgewiesen | 1.802.736 $ | -8.966.664 $ | -83,3 % | 10.769.400 $ | +390.632 $ | +3,8 % | 10.378.768 $ | +200.720 $ | +2,0 % | |||
| BridgePort Financial Solutions, LLC | 10.659.997 $ | -101.499 $ | -0,9 % | 10.761.496 $ | +2.764.673 $ | +34,6 % | 7.996.823 $ | -61.051 $ | -0,8 % | |||
| BIRCHBROOK, INC. | 10.531.195 $ | -219.041 $ | -2,0 % | 10.750.236 $ | +1.193.942 $ | +12,5 % | 9.556.294 $ | +150.494 $ | +1,6 % | 9.405.800 $ | +165.404 $ | +1,8 % |
| MTC Wealth Management LLC | 7.863.454 $ | +1.096.418 $ | +16,2 % | 6.767.036 $ | -3.976.766 $ | -37,0 % | 10.743.802 $ | -109.823 $ | -1,0 % | |||
| David Kennon Inc | 10.611.508 $ | -126.027 $ | -1,2 % | 10.737.535 $ | +652.438 $ | +6,5 % | 10.085.097 $ | +50.780 $ | +0,5 % | 10.034.317 $ | -323.139 $ | -3,1 % |
| Syverson Strege & Co | 10.729.668 $ | +1.318.003 $ | +14,0 % | 9.411.665 $ | +537.809 $ | +6,1 % | 8.873.856 $ | +209.691 $ | +2,4 % | |||
| KRAEMATON INVESTMENT ADVISORS, INC | 10.727.433 $ | +240.339 $ | +2,3 % | 10.487.094 $ | -66.508 $ | -0,6 % | 10.553.602 $ | -617.058 $ | -5,5 % | |||
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 10.709.189 $ | +1.252.430 $ | +13,2 % | 9.456.759 $ | -428.877 $ | -4,3 % | 9.885.636 $ | -69.495 $ | -0,7 % | |||
| Newman Dignan & Sheerar, Inc. | 10.702.724 $ | +1.428.336 $ | +15,4 % | 9.274.388 $ | -867.799 $ | -8,6 % | 10.142.187 $ | +122.435 $ | +1,2 % | 10.019.752 $ | +1.340.410 $ | +15,4 % |
| LBMC INVESTMENT ADVISORS, LLC | 10.697.121 $ | +2.302.553 $ | +27,4 % | 8.394.568 $ | +320.865 $ | +4,0 % | 8.073.703 $ | +50.618 $ | +0,6 % | |||
| Missouri Trust & Investment Co | 10.692.097 $ | +513.044 $ | +5,0 % | 10.179.053 $ | +116.307 $ | +1,2 % | 10.062.746 $ | +1.484.337 $ | +17,3 % | |||
| Ulland Investment Advisors, LLC | 10.447.000 $ | -245.000 $ | -2,3 % | 10.692.000 $ | +914.000 $ | +9,3 % | 9.778.000 $ | -373.000 $ | -3,7 % | 10.151.000 $ | -103.000 $ | -1,0 % |
| Ramirez Asset Management, Inc. | 10.678.216 $ | +1.869.907 $ | +21,2 % | 8.808.309 $ | +1.337.722 $ | +17,9 % | 7.470.587 $ | +590.699 $ | +8,6 % | |||
| Versant Capital Management, Inc | 10.465.832 $ | -178.503 $ | -1,7 % | 10.644.335 $ | +1.746.068 $ | +19,6 % | 8.898.267 $ | +8.614.025 $ | +3.030,5 % | 284.242 $ | +19.167 $ | +7,2 % |
| Darrow Company, Inc. | 10.641.365 $ | +2.460.893 $ | +30,1 % | 8.180.472 $ | -273.393 $ | -3,2 % | 8.453.865 $ | +330.045 $ | +4,1 % | |||
| Sharper & Granite LLC | 10.618.133 $ | +3.468.762 $ | +48,5 % | 7.149.371 $ | +686.903 $ | +10,6 % | 6.462.468 $ | +253.471 $ | +4,1 % | |||
| BetterWealth, LLC | 10.617.437 $ | +234.947 $ | +2,3 % | 10.382.490 $ | +1.803.492 $ | +21,0 % | 8.578.998 $ | -569.637 $ | -6,2 % | 9.148.635 $ | +306.134 $ | +3,5 % |
| Kingstone Capital Partners Texas, LLC | 10.609.840 $ | +1.728.840 $ | +19,5 % | 8.881.000 $ | +1.394.000 $ | +18,6 % | 7.487.000 $ | +149.000 $ | +2,0 % | |||
| Oasis Advisors, LLC | 10.608.069 $ | +6.797.391 $ | +178,4 % | 3.810.678 $ | +846.924 $ | +28,6 % | 2.963.754 $ | |||||
| Schear Investment Advisers, LLC | 10.607.936 $ | |||||||||||
| Tempo Wealth, LLC | 10.607.936 $ | +532.732 $ | +5,3 % | 10.075.204 $ | +587.177 $ | +6,2 % | 9.488.027 $ | +30.417 $ | +0,3 % | 9.457.610 $ | ||
| FMA Wealth Management, LLC | 10.341.457 $ | -259.626 $ | -2,4 % | 10.601.083 $ | +912.786 $ | +9,4 % | 9.688.297 $ | -487.579 $ | -4,8 % | 10.175.876 $ | -265.010 $ | -2,5 % |
| Carr Financial Group Corp | 10.432.341 $ | -155.878 $ | -1,5 % | 10.588.219 $ | +419.310 $ | +4,1 % | 10.168.909 $ | +1.609.064 $ | +18,8 % | |||
| Paragon Private Wealth Management, LLC | 9.899.338 $ | -687.852 $ | -6,5 % | 10.587.190 $ | +1.042.352 $ | +10,9 % | 9.544.838 $ | +388.231 $ | +4,2 % | 9.156.607 $ | +1.477.355 $ | +19,2 % |
| XTX Topco Ltd | 10.580.782 $ | +4.699.297 $ | +79,9 % | 5.881.485 $ | +482.353 $ | +8,9 % | 5.399.132 $ | +1.040.614 $ | +23,9 % | |||
| Martel Wealth Advisors LLC | 10.097.664 $ | -479.400 $ | -4,5 % | 10.577.064 $ | +1.020.851 $ | +10,7 % | 9.556.213 $ | -250.220 $ | -2,6 % | 9.806.433 $ | -326.897 $ | -3,2 % |
| 21 West Wealth Management LLC | 9.372.250 $ | -279.598 $ | -2,9 % | 9.651.848 $ | +129.116 $ | +1,4 % | 9.522.732 $ | -1.052.137 $ | -9,9 % | 10.574.869 $ | -322.154 $ | -3,0 % |
| Virtus Wealth Solutions LLC | 10.574.656 $ | +929.611 $ | +9,6 % | 9.645.045 $ | +277.733 $ | +3,0 % | 9.367.312 $ | +6.574.896 $ | +235,5 % | |||
| rebel Financial LLC | 9.750.665 $ | -819.780 $ | -7,8 % | 10.570.445 $ | -44.579 $ | -0,4 % | ||||||
| 10Elms LLP | 10.555.408 $ | +2.847.881 $ | +36,9 % | 7.707.527 $ | +2.184.963 $ | +39,6 % | 5.522.564 $ | +114.646 $ | +2,1 % | |||
| FIDUCIARY FAMILY OFFICE, LLC | 8.841.831 $ | -1.007.906 $ | -10,2 % | 9.849.737 $ | -701.026 $ | -6,6 % | 10.550.763 $ | -277.909 $ | -2,6 % | |||
| Mascagni Wealth Management, Inc. | 10.540.972 $ | +1.992.314 $ | +23,3 % | 8.548.658 $ | -402.131 $ | -4,5 % | 8.950.789 $ | +353.472 $ | +4,1 % | |||
| NewSquare Capital LLC | 2.735.448 $ | -7.804.462 $ | -74,0 % | 10.539.910 $ | +8.468.161 $ | +408,7 % | 2.071.749 $ | -142.430 $ | -6,4 % | |||
| Advisor Resource Council | 9.129.810 $ | +842.040 $ | +10,2 % | 8.287.770 $ | -2.249.582 $ | -21,3 % | 10.537.352 $ | +7.238.831 $ | +219,5 % | |||
| BFI Infinity Ltd. | 709.744 $ | -14.692 $ | -2,0 % | 724.436 $ | +114.472 $ | +18,8 % | 609.964 $ | -9.915.195 $ | -94,2 % | 10.525.159 $ | -8.233.533 $ | -43,9 % |
| Burford Brothers, Inc. | 10.520.647 $ | +70.876 $ | +0,7 % | 10.449.771 $ | +1.895.841 $ | +22,2 % | 8.553.930 $ | -987.678 $ | -10,4 % | 9.541.608 $ | +434.753 $ | +4,8 % |
| VPR Management LLC | 10.504.112 $ | +1.659.812 $ | +18,8 % | 8.844.300 $ | +320.804 $ | +3,8 % | 8.523.496 $ | +164.840 $ | +2,0 % | |||
| PW Nova Financial Services LLC | 10.501.186 $ | +3.838.195 $ | +57,6 % | 6.662.991 $ | +1.833.651 $ | +38,0 % | 4.829.340 $ | +275.340 $ | +6,0 % | 4.554.000 $ | ||
| Investment Planning Advisors, Inc. | 6.625.747 $ | -3.859.955 $ | -36,8 % | 10.485.702 $ | +2.221.046 $ | +26,9 % | 8.264.656 $ | -455.704 $ | -5,2 % | 8.720.360 $ | -2.038.733 $ | -18,9 % |
| Acumen Wealth Advisors, LLC | 10.485.034 $ | +10.458.396 $ | +39.261,2 % | 26.638 $ | -48.326 $ | -64,5 % | 74.964 $ | |||||
| DDFG, Inc | 10.250.127 $ | -214.279 $ | -2,0 % | 10.464.406 $ | +848.089 $ | +8,8 % | 9.616.317 $ | +228.897 $ | +2,4 % | 9.387.420 $ | +329.951 $ | +3,6 % |
| BTS Asset Management, Inc. | 2.054.076 $ | +267.874 $ | +15,0 % | 1.786.202 $ | -8.670.139 $ | -82,9 % | 10.456.341 $ | -892.111 $ | -7,9 % | |||
| Oxinas Partners, LLC | 10.444.987 $ | +1.091.165 $ | +11,7 % | 9.353.822 $ | +169.619 $ | +1,8 % | 9.184.203 $ | +6.996.562 $ | +319,8 % | |||
| Wisconsin Wealth Advisors, LLC | 9.914.400 $ | -525.480 $ | -5,0 % | 10.439.880 $ | +1.151.425 $ | +12,4 % | 9.288.455 $ | +229.470 $ | +2,5 % | 9.058.985 $ | -535.151 $ | -5,6 % |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7.615.481 $ | +5.278.856 $ | +225,9 % | 2.336.625 $ | -8.093.432 $ | -77,6 % | 10.430.057 $ | +6.655.280 $ | +176,3 % | |||
| Foundry Financial Group, Inc. | 10.425.848 $ | +1.802.617 $ | +20,9 % | 8.623.231 $ | +3.703.452 $ | +75,3 % | 4.919.779 $ | +19.584 $ | +0,4 % | |||
| Heritage Wealth Management, Inc. | 10.416.670 $ | +1.168.051 $ | +12,6 % | 9.248.619 $ | +615.718 $ | +7,1 % | 8.632.901 $ | +1.447.362 $ | +20,1 % | |||
| Allegiance Financial Group Advisory Services LLC | 10.415.560 $ | +2.003.704 $ | +23,8 % | 8.411.856 $ | +932.762 $ | +12,5 % | 7.479.094 $ | +664.652 $ | +9,8 % | |||
| Bauman Advisory Group, LLC | 6.084.902 $ | +1.307.638 $ | +27,4 % | 4.777.264 $ | -5.606.034 $ | -54,0 % | 10.383.298 $ | |||||
| TIEMANN INVESTMENT ADVISORS, LLC | 10.374.872 $ | +408.870 $ | +4,1 % | 9.966.002 $ | +617.555 $ | +6,6 % | 9.348.447 $ | +14.642 $ | +0,2 % | |||
| Philip James Wealth Mangement, LLC | 4.612.228 $ | -1.043.434 $ | -18,4 % | 5.655.662 $ | -4.711.702 $ | -45,4 % | 10.367.364 $ | -932.692 $ | -8,3 % | |||
| Cauble & Harre Wealth Management, Inc. | 9.875.618 $ | +233.854 $ | +2,4 % | 9.641.764 $ | -713.864 $ | -6,9 % | 10.355.628 $ | |||||
| Financial Connections Group, Inc. | 9.678.000 $ | -676.000 $ | -6,5 % | 10.354.000 $ | +1.294.000 $ | +14,3 % | ||||||
| Edgemoor Investment Advisors, Inc. | 10.345.123 $ | +374.176 $ | +3,8 % | 9.970.947 $ | +457.115 $ | +4,8 % | 9.513.832 $ | +588.138 $ | +6,6 % | |||
| Envision Financial LLC | 10.341.025 $ | +387.469 $ | +3,9 % | 9.953.556 $ | +1.720.929 $ | +20,9 % | 8.232.627 $ | +415.850 $ | +5,3 % | 7.816.777 $ | +1.609.544 $ | +25,9 % |
| Melone Private Wealth, LLC | 10.327.617 $ | +640.906 $ | +6,6 % | 9.686.711 $ | -179.562 $ | -1,8 % | 9.866.273 $ | +1.080.055 $ | +12,3 % | 8.786.218 $ | +1.273.349 $ | +16,9 % |
| Etesian Wealth Advisors, Inc. | 10.241.623 $ | -83.621 $ | -0,8 % | 10.325.244 $ | +61.270 $ | +0,6 % | 10.263.974 $ | +159.982 $ | +1,6 % | |||
| GK Wealth Management LLC | 6.155.849 $ | -4.162.321 $ | -40,3 % | 10.318.170 $ | +1.284.895 $ | +14,2 % | 9.033.275 $ | +534.735 $ | +6,3 % | |||
| OMNI 360 Wealth, Inc. | 9.727.626 $ | -581.561 $ | -5,6 % | 10.309.187 $ | +568.875 $ | +5,8 % | 9.740.312 $ | -390.988 $ | -3,9 % | 10.131.300 $ | +564.288 $ | +5,9 % |
| Glassy Mountain Advisors, Inc. | 10.306.078 $ | +996.698 $ | +10,7 % | 9.309.380 $ | +300.830 $ | +3,3 % | 9.008.550 $ | +1.051.266 $ | +13,2 % | |||
| UPTICK PARTNERS, LLC | 10.299.361 $ | +4.361.465 $ | +73,5 % | 5.937.896 $ | +969.500 $ | +19,5 % | 4.968.396 $ | +316.029 $ | +6,8 % | |||
| Nvest Wealth Strategies, Inc. | 9.543.960 $ | -745.324 $ | -7,2 % | 10.289.284 $ | +829.502 $ | +8,8 % | 9.459.782 $ | +1.183.932 $ | +14,3 % | 8.275.850 $ | ||
| B.A. Schrock Wealth Management, Inc. | 10.257.831 $ | |||||||||||
| FIRST MANHATTAN CO. LLC. | 10.249.662 $ | +990.416 $ | +10,7 % | 9.259.246 $ | +5.291.878 $ | +133,4 % | 3.967.368 $ | -43.588 $ | -1,1 % | |||
| LCW Services, LLC | 10.201.461 $ | -45.002 $ | -0,4 % | 10.246.463 $ | +1.396.709 $ | +15,8 % | 8.849.754 $ | +8.262.856 $ | +1.407,9 % | 586.898 $ | ||
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 8.931.082 $ | +543.464 $ | +6,5 % | 8.387.618 $ | -1.840.403 $ | -18,0 % | 10.228.021 $ | +831.928 $ | +8,9 % | 9.396.093 $ | +681.932 $ | +7,8 % |
| FOSTER & MOTLEY INC | 10.215.000 $ | +1.472.000 $ | +16,8 % | 8.743.000 $ | +619.000 $ | +7,6 % | 8.124.000 $ | +1.273.000 $ | +18,6 % | |||
| Hexagon Capital Partners LLC | 10.208.135 $ | +1.400.443 $ | +15,9 % | 8.807.692 $ | +556.982 $ | +6,8 % | 8.250.710 $ | +1.424.250 $ | +20,9 % | |||
| Clarus Wealth Advisors | 8.619.930 $ | -1.582.024 $ | -15,5 % | 10.201.954 $ | +612.342 $ | +6,4 % | 9.589.612 $ | +2.542.433 $ | +36,1 % | 7.047.179 $ | +474.086 $ | +7,2 % |
| Corundum Group, Inc. | 2.277.123 $ | -7.922.196 $ | -77,7 % | 10.199.319 $ | +2.067.672 $ | +25,4 % | 8.131.647 $ | -479.500 $ | -5,6 % | |||
| TradeWell Securities, LLC. | 8.634.313 $ | -1.564.428 $ | -15,3 % | 10.198.741 $ | +2.480.322 $ | +32,1 % | 7.718.419 $ | +1.619.110 $ | +26,5 % | 6.099.309 $ | +664.631 $ | +12,2 % |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 9.672.546 $ | -294.178 $ | -3,0 % | 9.966.724 $ | -228.771 $ | -2,2 % | 10.195.495 $ | +660.871 $ | +6,9 % | |||
| LEIGH BALDWIN & CO., LLC | 10.195.287 $ | +2.357.416 $ | +30,1 % | 7.837.871 $ | +1.871 $ | +0,0 % | 7.836.000 $ | -2.210.074 $ | -22,0 % | |||
| Guidance Point Advisors, LLC | 10.188.166 $ | +43.365 $ | +0,4 % | 10.144.801 $ | +1.530.171 $ | +17,8 % | 8.614.630 $ | +250.240 $ | +3,0 % | 8.364.390 $ | +316.979 $ | +3,9 % |
| Hardworking Capital Advisors, LLC | 9.653.876 $ | +592.669 $ | +6,5 % | 9.061.207 $ | -580.460 $ | -6,0 % | 9.641.667 $ | -538.091 $ | -5,3 % | 10.179.758 $ | ||
| Montis Financial, LLC | 10.176.357 $ | +710.889 $ | +7,5 % | 9.465.468 $ | +715.312 $ | +8,2 % | 8.750.156 $ | +434.378 $ | +5,2 % | |||
| Element Wealth, LLC | 10.174.174 $ | +1.394.419 $ | +15,9 % | 8.779.755 $ | +1.280.327 $ | +17,1 % | 7.499.428 $ | -1.047.775 $ | -12,3 % | |||
| Wills Financial Group LLC | 10.165.731 $ | -924 $ | -0,0 % | 10.166.655 $ | +237.100 $ | +2,4 % | 9.929.555 $ | +1.150.783 $ | +13,1 % | |||
| ABOUND FINANCIAL, LLC | 4.852.658 $ | +441.748 $ | +10,0 % | 4.410.910 $ | -5.752.534 $ | -56,6 % | 10.163.444 $ | +918.615 $ | +9,9 % | |||
| VISA FOUNDATION | 9.942.100 $ | -205.800 $ | -2,0 % | 10.147.900 $ | ||||||||
| Carson Advisory Inc. | 10.136.050 $ | +2.021.322 $ | +24,9 % | 8.114.728 $ | -200.354 $ | -2,4 % | 8.315.082 $ | +733.393 $ | +9,7 % | |||
| Broadview Financial Management, LLC | 10.130.611 $ | +1.199.197 $ | +13,4 % | 8.931.414 $ | -141.142 $ | -1,6 % | 9.072.556 $ | -646.580 $ | -6,7 % | |||
| FLORIDA FINANCIAL ADVISORS, LLC | 10.128.238 $ | +3.819.237 $ | +60,5 % | 6.309.001 $ | +296.945 $ | +4,9 % | 6.012.056 $ | +1.598.089 $ | +36,2 % | |||
| Aspirean Wealth, LLC | 10.120.072 $ | +1.873.169 $ | +22,7 % | 8.246.903 $ | +417.447 $ | +5,3 % | 7.829.456 $ | |||||
| Morey & Quinn Wealth Partners, LLC | 10.112.347 $ | +734.119 $ | +7,8 % | 9.378.228 $ | +134.745 $ | +1,5 % | 9.243.483 $ | -87.134 $ | -0,9 % | |||
| NESTEGG ADVISORS, INC. | 9.483.070 $ | -627.562 $ | -6,2 % | 10.110.632 $ | +2.339.027 $ | +30,1 % | 7.771.605 $ | +78.029 $ | +1,0 % | 7.693.576 $ | +708.721 $ | +10,1 % |
| Rathbones Group PLC | 5.470.604 $ | -4.604.712 $ | -45,7 % | 10.075.316 $ | +950.432 $ | +10,4 % | 9.124.884 $ | +5.245.631 $ | +135,2 % | |||
| Cascade Wealth Advisors, Inc | 5.871.907 $ | -3.055.006 $ | -34,2 % | 8.926.913 $ | -1.142.187 $ | -11,3 % | 10.069.100 $ | -5.587.621 $ | -35,7 % | |||
| Millington Financial Advisors, LLC | 10.064.446 $ | +274.818 $ | +2,8 % | 9.789.628 $ | +564.460 $ | +6,1 % | 9.225.168 $ | +730.570 $ | +8,6 % | |||
| Aquire Wealth Advisors, LLC | 10.022.889 $ | +537.180 $ | +5,7 % | 9.485.709 $ | -560.082 $ | -5,6 % | 10.045.791 $ | -272.996 $ | -2,6 % | |||
| Investors Portfolio Services LLC | 10.035.063 $ | +147.926 $ | +1,5 % | 9.887.137 $ | -10.173 $ | -0,1 % | 9.897.310 $ | |||||
| Sunpointe, LLC | 4.646.699 $ | -5.380.111 $ | -53,7 % | 10.026.810 $ | +1.300.616 $ | +14,9 % | 8.726.194 $ | +92.627 $ | +1,1 % | 8.633.567 $ | +1.155.817 $ | +15,5 % |
| Paladin Advisory Group, LLC | 10.026.390 $ | +1.022.250 $ | +11,4 % | 9.004.140 $ | -219.658 $ | -2,4 % | 9.223.798 $ | +65.551 $ | +0,7 % | |||
| S&A Financial Services, Inc. | 10.022.940 $ | +2.800.019 $ | +38,8 % | 7.222.921 $ | ||||||||
| Cottage Street Advisors LLC | 9.582.813 $ | -424.667 $ | -4,2 % | 10.007.480 $ | +288.819 $ | +3,0 % | 9.718.661 $ | +2.359.320 $ | +32,1 % | 7.359.341 $ | +2.987.188 $ | +68,3 % |
| M1 Capital Management LLC | 4.299.083 $ | -5.692.771 $ | -57,0 % | 9.991.854 $ | +795.502 $ | +8,7 % | 9.196.352 $ | +376.270 $ | +4,3 % | |||
| Bank Julius Baer & Co. Ltd, Zurich | 9.977.674 $ | +3.033.359 $ | +43,7 % | 6.944.315 $ | -633.032 $ | -8,4 % | 7.577.347 $ | +275.219 $ | +3,8 % | |||
| 4WEALTH ADVISORS, INC. | 9.977.320 $ | +617.235 $ | +6,6 % | 9.360.085 $ | +868.190 $ | +10,2 % | 8.491.895 $ | -508.391 $ | -5,6 % | 9.000.286 $ | +200.174 $ | +2,3 % |
| Vavra Capital Management, LLC | 9.954.458 $ | +2.011.821 $ | +25,3 % | 7.942.637 $ | +106.760 $ | +1,4 % | 7.835.877 $ | +399.474 $ | +5,4 % | 7.436.403 $ | ||
| Investmark Advisory Group LLC | 9.953.990 $ | +1.570.663 $ | +18,7 % | 8.383.327 $ | -1.178.468 $ | -12,3 % | 9.561.795 $ | +20.381 $ | +0,2 % | |||
| Ackerman Asset Management, LLC | 9.937.561 $ | +2.570.567 $ | +34,9 % | 7.366.994 $ | +5.795 $ | +0,1 % | 7.361.199 $ | +822.761 $ | +12,6 % | |||
| WealthBridge Capital Management, LLC | 9.400.121 $ | -532.202 $ | -5,4 % | 9.932.323 $ | +2.456.135 $ | +32,9 % | 7.476.188 $ | -981.932 $ | -11,6 % | 8.458.120 $ | +822.121 $ | +10,8 % |
| Cannon Wealth Management Services, LLC | 9.917.242 $ | +6.732.926 $ | +211,4 % | 3.184.316 $ | +805.932 $ | +33,9 % | 2.378.384 $ | +267.463 $ | +12,7 % | |||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.643.958 $ | -8.271.034 $ | -83,4 % | 9.914.992 $ | +2.148.887 $ | +27,7 % | 7.766.105 $ | -765.248 $ | -9,0 % | 8.531.353 $ | +7.505.022 $ | +731,2 % |
| Pacific Excel Wealth Advisors, Inc. | 9.893.466 $ | +5.810.012 $ | +142,3 % | 4.083.454 $ | +1.604.456 $ | +64,7 % | 2.478.998 $ | |||||
| Asset Dedication, LLC | 9.663.782 $ | +1.486.198 $ | +18,2 % | 8.177.584 $ | -1.710.515 $ | -17,3 % | 9.888.099 $ | -28.597.862 $ | -74,3 % | |||
| Northern Lights Advisors, Inc. | 9.821.819 $ | -51.732 $ | -0,5 % | 9.873.551 $ | +1.529.356 $ | +18,3 % | 8.344.195 $ | +327.267 $ | +4,1 % | 8.016.928 $ | ||
| Raleigh Capital Management Inc. | 9.872.788 $ | +1.217.443 $ | +14,1 % | 8.655.345 $ | +597.839 $ | +7,4 % | 8.057.506 $ | +751.430 $ | +10,3 % | |||
| a16z Perennial Management, L.P. | 9.856.635 $ | |||||||||||
| Catalyst Investment Management LLC | 9.834.179 $ | +2.418.006 $ | +32,6 % | 7.416.173 $ | -2.316.498 $ | -23,8 % | 9.732.671 $ | |||||
| Pinion Investment Advisors, LLC | 9.825.315 $ | +881.885 $ | +9,9 % | 8.943.430 $ | +7.330.772 $ | +454,6 % | 1.612.658 $ | +630.988 $ | +64,3 % | |||
| Entelevest, LLC | 9.818.765 $ | +1.556.668 $ | +18,8 % | 8.262.097 $ | +390.436 $ | +5,0 % | 7.871.661 $ | |||||
| Grantvest Financial Group LLC | 9.171.760 $ | -646.624 $ | -6,6 % | 9.818.384 $ | +1.264.417 $ | +14,8 % | 8.553.967 $ | +1.102.274 $ | +14,8 % | 7.451.693 $ | +1.514.218 $ | +25,5 % |
| Cassady Wealth & Retirement Planning, LLC | 9.799.412 $ | +525.708 $ | +5,7 % | 9.273.704 $ | +1.348.427 $ | +17,0 % | 7.925.277 $ | |||||
| True Vision MN LLC | 8.985.396 $ | -781.912 $ | -8,0 % | 9.767.308 $ | -381.251 $ | -3,8 % | ||||||
| Alexis Investment Partners, LLC | 9.746.918 $ | +1.176.972 $ | +13,7 % | 8.569.946 $ | -807.081 $ | -8,6 % | 9.377.027 $ | +493.444 $ | +5,6 % | |||
| Y-Intercept (Hong Kong) Ltd | 8.904.321 $ | -578.536 $ | -6,1 % | 9.482.857 $ | +7.279.162 $ | +330,3 % | 2.203.695 $ | -7.542.222 $ | -77,4 % | 9.745.917 $ | +2.146.339 $ | +28,2 % |
| Wayfinding Financial, LLC | 9.745.000 $ | +5.932.000 $ | +155,6 % | 3.813.000 $ | -360.000 $ | -8,6 % | 4.173.000 $ | -112.000 $ | -2,6 % | |||
| Five Pine Wealth Management | 9.257.231 $ | -484.768 $ | -5,0 % | 9.741.999 $ | +1.122.006 $ | +13,0 % | 8.619.993 $ | -400.245 $ | -4,4 % | 9.020.238 $ | +41.349 $ | +0,5 % |
| PUFF WEALTH MANAGEMENT, LLC | 8.274.781 $ | -1.462.687 $ | -15,0 % | 9.737.468 $ | +831.038 $ | +9,3 % | 8.906.430 $ | +196.462 $ | +2,3 % | |||
| Gradient Investments LLC | 9.717.838 $ | +107.481 $ | +1,1 % | 9.610.357 $ | +522.777 $ | +5,8 % | 9.087.580 $ | +134.070 $ | +1,5 % | 8.953.510 $ | -3.191.260 $ | -26,3 % |
| Enclave Advisors LLC | 9.706.264 $ | +780.673 $ | +8,7 % | 8.925.591 $ | +943.971 $ | +11,8 % | 7.981.620 $ | -1.384.939 $ | -14,8 % | 9.366.559 $ | -4.245.666 $ | -31,2 % |
| FreeGulliver LLC | 9.695.752 $ | +658.695 $ | +7,3 % | 9.037.057 $ | +103 $ | +0,0 % | 9.036.954 $ | +87.115 $ | +1,0 % | |||
| HARBOUR INVESTMENT MANAGEMENT LLC | 9.694.522 $ | +1.227.165 $ | +14,5 % | 8.467.357 $ | +222.463 $ | +2,7 % | 8.244.894 $ | -317.112 $ | -3,7 % | |||
| Belvedere Trading LLC | 9.630.565 $ | +9.102.347 $ | +1.723,2 % | 528.218 $ | -44.648 $ | -7,8 % | ||||||
| Capital Developers, LLC | 9.323.887 $ | -273.344 $ | -2,8 % | 9.597.231 $ | ||||||||
| AMERIFLEX GROUP, INC. | 9.584.515 $ | +3.118.133 $ | +48,2 % | 6.466.382 $ | +755.980 $ | +13,2 % | ||||||
| SACHEM HILL LLC | 6.490.019 $ | -3.091.118 $ | -32,3 % | 9.581.137 $ | +1.043.656 $ | +12,2 % | 8.537.481 $ | +25.793 $ | +0,3 % | 8.511.688 $ | +91.183 $ | +1,1 % |
| BankPlus Wealth Management LLC | 9.566.749 $ | +1.542.956 $ | +19,2 % | 8.023.793 $ | +1.851.931 $ | +30,0 % | 6.171.862 $ | +870.715 $ | +16,4 % | 5.301.147 $ | +596.992 $ | +12,7 % |
| Signature Equity Partners, LLC | 9.565.262 $ | +726.608 $ | +8,2 % | 8.838.654 $ | -529.345 $ | -5,7 % | 9.367.999 $ | |||||
| Plus Group Wealth Advisors LLC | 8.113.913 $ | -1.439.660 $ | -15,1 % | 9.553.573 $ | +40.930 $ | +0,4 % | 9.512.643 $ | +843.958 $ | +9,7 % | 8.668.685 $ | ||
| BANK OF STOCKTON | 9.121.653 $ | -426.899 $ | -4,5 % | 9.548.552 $ | +1.567.129 $ | +19,6 % | 7.981.423 $ | -232.525 $ | -2,8 % | 8.213.948 $ | -547.809 $ | -6,3 % |
| PERSPECTIVE WEALTH ADVISORS LLC | 9.545.774 $ | +4.274.138 $ | +81,1 % | 5.271.636 $ | +462.921 $ | +9,6 % | 4.808.715 $ | |||||
| Daviman Financial, LLC | 5.650.509 $ | +360.452 $ | +6,8 % | 5.290.057 $ | -4.253.095 $ | -44,6 % | 9.543.152 $ | |||||
| Worthington Financial Partners, LLC | 9.434.738 $ | -103.917 $ | -1,1 % | 9.538.655 $ | +1.024.155 $ | +12,0 % | 8.514.500 $ | -177.965 $ | -2,0 % | 8.692.465 $ | ||
| PCM Encore, LLC | 9.521.011 $ | +1.655.908 $ | +21,1 % | 7.865.103 $ | +611.289 $ | +8,4 % | 7.253.814 $ | |||||
| Greenwich Wealth Management LLC | 9.429.000 $ | -87.000 $ | -0,9 % | 9.516.000 $ | +207.000 $ | +2,2 % | 9.309.000 $ | +934.000 $ | +11,2 % | |||
| MIRAMONTES CAPITAL, LLC | 9.515.389 $ | +13.069 $ | +0,1 % | 9.502.320 $ | +258.526 $ | +2,8 % | 9.243.794 $ | +1.770.226 $ | +23,7 % | 7.473.568 $ | ||
| Catalina Capital Group, LLC | 7.913.840 $ | -1.598.173 $ | -16,8 % | 9.512.013 $ | -678.406 $ | -6,7 % | ||||||
| AMICA MUTUAL INSURANCE CO | 9.512.000 $ | +1.503.000 $ | +18,8 % | 8.009.000 $ | ||||||||
| FLC Capital Advisors | 9.509.751 $ | +1.731.790 $ | +22,3 % | 7.777.961 $ | +351.437 $ | +4,7 % | 7.426.524 $ | |||||
| Bogart Wealth, LLC | 9.508.564 $ | +7.336.784 $ | +337,8 % | 2.171.780 $ | +520.399 $ | +31,5 % | 1.651.381 $ | +98.818 $ | +6,4 % | |||
| CWA Asset Management Group, LLC | 8.224.931 $ | -1.264.540 $ | -13,3 % | 9.489.471 $ | +343.038 $ | +3,8 % | 9.146.433 $ | +399.152 $ | +4,6 % | 8.747.281 $ | -2.352.756 $ | -21,2 % |
| Odyssey Group, LLC | 9.488.262 $ | |||||||||||
| Higgins & Schmidt Wealth Strategies LLC | 9.481.180 $ | +426.478 $ | +4,7 % | 9.054.702 $ | -184.803 $ | -2,0 % | 9.239.505 $ | -215.162 $ | -2,3 % | |||
| VanWeelden Wealth Management, LLC | 9.452.843 $ | |||||||||||
| Richard W. Paul & Associates, LLC | 9.449.208 $ | +1.358.462 $ | +16,8 % | 8.090.746 $ | -173.408 $ | -2,1 % | 8.264.154 $ | -2.506.757 $ | -23,3 % | |||
| Pinnacle Wealth Management, LLC | 243.655 $ | -613.517 $ | -71,6 % | 857.172 $ | -8.589.917 $ | -90,9 % | 9.447.089 $ | +76.979 $ | +0,8 % | |||
| Equity Wealth Partners, LLC | 9.444.158 $ | +8.067.873 $ | +586,2 % | 1.376.285 $ | -114.557 $ | -7,7 % | 1.490.842 $ | -291.663 $ | -16,4 % | |||
| PRAIRIE ADVISORY, LLC | 9.439.466 $ | +4.123.945 $ | +77,6 % | 5.315.521 $ | ||||||||
| Encompass More Asset Management | 4.829.375 $ | +466.405 $ | +10,7 % | 4.362.970 $ | +652.878 $ | +17,6 % | 3.710.092 $ | -5.714.148 $ | -60,6 % | 9.424.240 $ | -114.711 $ | -1,2 % |
| Ted Buchan & Co | 9.421.179 $ | +113.087 $ | +1,2 % | 9.308.092 $ | +220.787 $ | +2,4 % | 9.087.305 $ | +741.816 $ | +8,9 % | |||
| Center for Wealth Management Advisory | 9.416.220 $ | +675.637 $ | +7,7 % | 8.740.583 $ | +469.348 $ | +5,7 % | 8.271.235 $ | |||||
| Fortis Capital Advisors, LLC | 9.410.629 $ | +1.785.380 $ | +23,4 % | 7.625.249 $ | +2.273.741 $ | +42,5 % | 5.351.508 $ | +242.579 $ | +4,7 % | |||
| NORTHWEST WEALTH MANAGEMENT, LLC | 9.407.167 $ | +653.869 $ | +7,5 % | 8.753.298 $ | +126.272 $ | +1,5 % | 8.627.026 $ | +518.464 $ | +6,4 % | |||
| Pointe Capital Management LLC | 9.391.068 $ | +1.352.606 $ | +16,8 % | 8.038.462 $ | +370.337 $ | +4,8 % | 7.668.125 $ | +137.799 $ | +1,8 % | |||
| Stonehearth Capital Management, LLC | 9.171.281 $ | -219.250 $ | -2,3 % | 9.390.531 $ | +6.002.140 $ | +177,1 % | 3.388.391 $ | -393.281 $ | -10,4 % | 3.781.672 $ | +20.850 $ | +0,6 % |
| Emergent Wealth Advisors, LLC | 8.223.560 $ | -1.164.506 $ | -12,4 % | 9.388.066 $ | +1.606.241 $ | +20,6 % | 7.781.825 $ | +1.115.539 $ | +16,7 % | 6.666.286 $ | +478.312 $ | +7,7 % |
| Evelyn Partners Investment Management (Europe) Ltd | 8.887.189 $ | -484.637 $ | -5,2 % | 9.371.826 $ | -17.496.121 $ | -65,1 % | ||||||
| MidWestOne Financial Group, Inc. | 9.344.171 $ | -908.201 $ | -8,9 % | |||||||||
| TWO SIGMA SECURITIES, LLC | 7.736.731 $ | -1.603.105 $ | -17,2 % | 9.339.836 $ | +3.593.166 $ | +62,5 % | 5.746.670 $ | -13.358.237 $ | -69,9 % | |||
| Arrowroot Family Office, LLC | 9.308.179 $ | +1.033.149 $ | +12,5 % | 8.275.030 $ | -278.764 $ | -3,3 % | 8.553.794 $ | +623.154 $ | +7,9 % | |||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 8.369.838 $ | -927.410 $ | -10,0 % | 9.297.248 $ | +1.080.175 $ | +13,1 % | 8.217.073 $ | +1.395.351 $ | +20,5 % | 6.821.722 $ | -1.029.648 $ | -13,1 % |
| Opus Financial Solutions LLC | 9.286.510 $ | +697.077 $ | +8,1 % | 8.589.433 $ | +280.458 $ | +3,4 % | 8.308.975 $ | |||||
| MRWM Advisors, LLC | 9.282.824 $ | +1.686.995 $ | +22,2 % | 7.595.829 $ | -402.367 $ | -5,0 % | 7.998.196 $ | +896.508 $ | +12,6 % | |||
| BAMCO INC /NY/ | 9.273.110 $ | |||||||||||
| Generali Investments CEE, investicni spolecnost, a.s. | 9.269.638 $ | +179.270 $ | +2,0 % | |||||||||
| Jump Financial, LLC | 9.260.531 $ | +4.035.545 $ | +77,2 % | 5.224.986 $ | ||||||||
| Daybright Advisory Services, Inc. | 7.423.116 $ | +338.806 $ | +4,8 % | 7.084.310 $ | -2.174.539 $ | -23,5 % | 9.258.849 $ | |||||
| First Citizens Asset Management, Inc. | 9.242.927 $ | +1.846.204 $ | +25,0 % | 7.396.723 $ | +384.109 $ | +5,5 % | 7.012.614 $ | +44.165 $ | +0,6 % | |||
| HORIZON FINANCIAL SERVICES, LLC | 9.242.301 $ | +647.255 $ | +7,5 % | 8.595.046 $ | +936.618 $ | +12,2 % | 7.658.428 $ | -35.959 $ | -0,5 % | |||
| Vision Retirement, LLC | 9.241.485 $ | +1.719.471 $ | +22,9 % | 7.522.014 $ | -1.627.588 $ | -17,8 % | 9.149.602 $ | |||||
| BRIGHTON SECURITIES CORP. | 9.213.606 $ | +346.640 $ | +3,9 % | 8.866.966 $ | +1.017.913 $ | +13,0 % | 7.849.053 $ | -168.368 $ | -2,1 % | 8.017.421 $ | +342.682 $ | +4,5 % |
| Baron Wealth Management LLC | 9.204.806 $ | +1.794.690 $ | +24,2 % | 7.410.116 $ | +1.054.023 $ | +16,6 % | 6.356.093 $ | +2.674.467 $ | +72,6 % | |||
| Commerce Advisors, LLC | 9.178.970 $ | +146.619 $ | +1,6 % | 9.032.351 $ | +117.287 $ | +1,3 % | 8.915.064 $ | |||||
| JGP Wealth Management, LLC | 9.151.717 $ | +91.228 $ | +1,0 % | 9.060.489 $ | +991.211 $ | +12,3 % | 8.069.278 $ | -486.427 $ | -5,7 % | 8.555.705 $ | +377.786 $ | +4,6 % |
| LIFELONG WEALTH ADVISORS, INC. | 4.619.464 $ | -312.089 $ | -6,3 % | 4.931.553 $ | -4.199.631 $ | -46,0 % | 9.131.184 $ | +532.881 $ | +6,2 % | 8.598.303 $ | +1.447.179 $ | +20,2 % |
| Vigil Wealth Management, LLC | 9.115.388 $ | +1.697.739 $ | +22,9 % | 7.417.649 $ | +642.027 $ | +9,5 % | 6.775.622 $ | |||||
| Park Place Capital Corp | 9.112.696 $ | +1.959.398 $ | +27,4 % | 7.153.298 $ | +1.285.363 $ | +21,9 % | 5.867.935 $ | +1.098.204 $ | +23,0 % | |||
| Benchmark Financial, LLC | 9.108.855 $ | +1.821.142 $ | +25,0 % | 7.287.713 $ | -1.068.562 $ | -12,8 % | 8.356.275 $ | +1.725.809 $ | +26,0 % | 6.630.466 $ | ||
| Winter & Associates, Inc. | 9.103.713 $ | +336.212 $ | +3,8 % | 8.767.501 $ | +752.915 $ | +9,4 % | 8.014.586 $ | |||||
| Synergy Asset Management, LLC | 9.091.169 $ | +8.201.463 $ | +921,8 % | 889.706 $ | -2.795.186 $ | -75,9 % | 3.684.892 $ | +185.949 $ | +5,3 % | |||
| FIDELIS CAPITAL PARTNERS, LLC | 9.077.458 $ | +1.420.267 $ | +18,5 % | 7.657.191 $ | -807.109 $ | -9,5 % | 8.464.300 $ | -2.279.569 $ | -21,2 % | |||
| Davis Investment Partners, LLC | 9.075.817 $ | +852.167 $ | +10,4 % | 8.223.650 $ | +637.552 $ | +8,4 % | 7.586.098 $ | +2.037.975 $ | +36,7 % | |||
| QRG CAPITAL MANAGEMENT, INC. | 9.056.006 $ | +4.126.883 $ | +83,7 % | 4.929.123 $ | +1.564.187 $ | +46,5 % | 3.364.936 $ | +385.412 $ | +12,9 % | |||
| Meridian Financial Partners LLC | 7.715.393 $ | -1.330.274 $ | -14,7 % | 9.045.667 $ | +1.061.532 $ | +13,3 % | 7.984.135 $ | -846.343 $ | -9,6 % | |||
| Ironsides Asset Advisors, LLC | 8.855.955 $ | -188.739 $ | -2,1 % | 9.044.694 $ | +1.387.593 $ | +18,1 % | 7.657.101 $ | +88.004 $ | +1,2 % | 7.569.097 $ | +103.360 $ | +1,4 % |
| Aspen Investment Management Inc | 9.038.000 $ | +971.000 $ | +12,0 % | 8.067.000 $ | +679.000 $ | +9,2 % | 7.388.000 $ | +84.000 $ | +1,2 % | |||
| Midwest Financial Network, LLC | 8.512.027 $ | +904.565 $ | +11,9 % | 7.607.462 $ | +24.224 $ | +0,3 % | 7.583.238 $ | -1.449.100 $ | -16,0 % | 9.032.338 $ | +552.627 $ | +6,5 % |
| NBT BANK, N.A. | 8.156.784 $ | +166.599 $ | +2,1 % | 7.990.185 $ | -1.041.917 $ | -11,5 % | 9.032.102 $ | +597.759 $ | +7,1 % | 8.434.343 $ | +2.073.595 $ | +32,6 % |
| Pasadena Private Wealth, LLC | 9.030.456 $ | +2.058.766 $ | +29,5 % | 6.971.690 $ | +1.528.583 $ | +28,1 % | 5.443.107 $ | +192.512 $ | +3,7 % | |||
| New Republic Capital, LLC | 9.021.352 $ | +719.672 $ | +8,7 % | 8.301.680 $ | +1.813.254 $ | +27,9 % | 6.488.426 $ | +701.679 $ | +12,1 % | |||
| DeDora Capital, Inc. | 9.014.826 $ | +808.036 $ | +9,8 % | 8.206.790 $ | +246.762 $ | +3,1 % | 7.960.028 $ | +1.011.872 $ | +14,6 % | |||
| FIRST MERCHANTS CORP | 9.008.679 $ | +258.953 $ | +3,0 % | 8.749.726 $ | +1.679.796 $ | +23,8 % | 7.069.930 $ | +1.279.868 $ | +22,1 % | 5.790.062 $ | +185.214 $ | +3,3 % |
| Quadrant Private Wealth Management, LLC | 6.524.912 $ | -815.133 $ | -11,1 % | 7.340.045 $ | -1.667.421 $ | -18,5 % | 9.007.466 $ | +2.331.836 $ | +34,9 % | |||
| RDA Financial Network | 7.858.143 $ | -801.852 $ | -9,3 % | 8.659.995 $ | +198.215 $ | +2,3 % | 8.461.780 $ | -528.633 $ | -5,9 % | 8.990.413 $ | -740.550 $ | -7,6 % |
| Financial Insights, Inc. | 8.989.957 $ | +802.782 $ | +9,8 % | 8.187.175 $ | +514.326 $ | +6,7 % | 7.672.849 $ | +7.097 $ | +0,1 % | |||
| Fjell Capital, LLC | 8.988.800 $ | +1.104.963 $ | +14,0 % | 7.883.837 $ | +528.723 $ | +7,2 % | 7.355.114 $ | +42.622 $ | +0,6 % | 7.312.492 $ | +79.375 $ | +1,1 % |
| Keel Point, LLC | 8.954.656 $ | +2.051.328 $ | +29,7 % | 6.903.328 $ | +741.697 $ | +12,0 % | 6.161.631 $ | -2.460.781 $ | -28,5 % | |||
| Financially in Tune, LLC | 8.953.950 $ | +1.023.584 $ | +12,9 % | 7.930.366 $ | ||||||||
| Aspen Wealth Strategies, LLC | 8.928.859 $ | +1.300.319 $ | +17,0 % | 7.628.540 $ | +204.713 $ | +2,8 % | 7.423.827 $ | +263.528 $ | +3,7 % | |||
| NI ACQUISITIONS COMPANY, LLC | 8.921.546 $ | |||||||||||
| BAILARD, INC. | 8.905.233 $ | +76.524 $ | +0,9 % | 8.828.709 $ | +685.143 $ | +8,4 % | 8.143.566 $ | +442.575 $ | +5,7 % | 7.700.991 $ | +431.003 $ | +5,9 % |
| RESOLUTE WEALTH ADVISOR, INC. | 8.901.566 $ | +0 $ | +0,0 % | 8.901.566 $ | ||||||||
| Harbor Group, Inc. | 8.892.273 $ | +1.396.439 $ | +18,6 % | 7.495.834 $ | +2.457.201 $ | +48,8 % | 5.038.633 $ | +959.337 $ | +23,5 % | 4.079.296 $ | +758.718 $ | +22,8 % |
| V2 Financial group LLC | 8.875.524 $ | +1.913.676 $ | +27,5 % | 6.961.848 $ | -34.227 $ | -0,5 % | 6.996.075 $ | +1.239.662 $ | +21,5 % | |||
| SAGE RHINO CAPITAL LLC | 8.747.412 $ | -114.147 $ | -1,3 % | 8.861.559 $ | +295.239 $ | +3,4 % | 8.566.320 $ | -323.285 $ | -3,6 % | |||
| Trajan Wealth LLC | 8.859.957 $ | +357.157 $ | +4,2 % | 8.502.800 $ | +150.291 $ | +1,8 % | 8.352.509 $ | -319.752 $ | -3,7 % | |||
| FIRST UNITED BANK & TRUST | 8.732.555 $ | -122.025 $ | -1,4 % | 8.854.580 $ | +851.056 $ | +10,6 % | 8.003.524 $ | +3.263.494 $ | +68,8 % | 4.740.030 $ | +1.133.752 $ | +31,4 % |
| LiftPoint Family Wealth Advisors LLC | 8.848.551 $ | +32.569 $ | +0,4 % | 8.815.982 $ | +732.306 $ | +9,1 % | 8.083.676 $ | |||||
| ARKANSAS FINANCIAL GROUP, INC. | 8.845.256 $ | +102.135 $ | +1,2 % | 8.743.121 $ | -84.603 $ | -1,0 % | 8.827.724 $ | -2.365.586 $ | -21,1 % | |||
| Comprehensive Financial Consultants Institutional, Inc. | 7.552.673 $ | -1.286.923 $ | -14,6 % | 8.839.596 $ | +579.017 $ | +7,0 % | 8.260.579 $ | +270.656 $ | +3,4 % | 7.989.923 $ | -762.192 $ | -8,7 % |
| Colonial Trust Co / SC | 8.839.203 $ | +787.184 $ | +9,8 % | 8.052.019 $ | +299.677 $ | +3,9 % | 7.752.342 $ | +59.205 $ | +0,8 % | |||
| NORTHBRIDGE FINANCIAL GROUP, LLC | 8.814.814 $ | +1.113.556 $ | +14,5 % | 7.701.258 $ | +164.997 $ | +2,2 % | 7.536.261 $ | |||||
| LANGLEY WEALTH MANAGEMENT, LLC | 8.812.712 $ | |||||||||||
| Entruity Wealth, LLC | 5.077.003 $ | -3.207.681 $ | -38,7 % | 8.284.684 $ | -515.525 $ | -5,9 % | 8.800.209 $ | -979.337 $ | -10,0 % | |||
| Premier Private Wealth Management LLC | 8.797.293 $ | +1.710.440 $ | +24,1 % | 7.086.853 $ | +967.400 $ | +15,8 % | 6.119.453 $ | |||||
| OARSMAN CAPITAL, INC. | 8.258.397 $ | -520.117 $ | -5,9 % | 8.778.514 $ | +1.270.942 $ | +16,9 % | 7.507.572 $ | -4.955.125 $ | -39,8 % | |||
| EVERETT HARRIS & CO /CA/ | 8.763.180 $ | +1.130.519 $ | +14,8 % | 7.632.661 $ | +251.392 $ | +3,4 % | 7.381.269 $ | +53.496 $ | +0,7 % | |||
| MidFirst Bank | 8.742.283 $ | +1.848.788 $ | +26,8 % | 6.893.495 $ | +611.108 $ | +9,7 % | 6.282.387 $ | |||||
| WEST PACES ADVISORS INC. | 7.240.587 $ | -1.488.743 $ | -17,1 % | 8.729.330 $ | +462.036 $ | +5,6 % | 8.267.294 $ | -174.695 $ | -2,1 % | 8.441.989 $ | +1.379.880 $ | +19,5 % |
| WT Wealth Management | 6.547.358 $ | -1.519.577 $ | -18,8 % | 8.066.935 $ | +600.647 $ | +8,0 % | 7.466.288 $ | -1.258.496 $ | -14,4 % | 8.724.784 $ | -89.424 $ | -1,0 % |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 4.265.597 $ | -432.577 $ | -9,2 % | 4.698.174 $ | -4.009.854 $ | -46,0 % | 8.708.028 $ | +186.527 $ | +2,2 % | |||
| SECURIAN ASSET MANAGEMENT, INC | 8.695.919 $ | +390.034 $ | +4,7 % | 8.305.885 $ | +3.663 $ | +0,0 % | 8.302.222 $ | +842.580 $ | +11,3 % | |||
| Greater Midwest Financial Group, LLC | 419.904 $ | -361.346 $ | -46,3 % | 781.250 $ | -7.882.871 $ | -91,0 % | 8.664.121 $ | -2.030.963 $ | -19,0 % | |||
| Bouvel Investment Partners, LLC | 1.417.047 $ | +1.038.303 $ | +274,1 % | 378.744 $ | -8.270.819 $ | -95,6 % | 8.649.563 $ | +11.935 $ | +0,1 % | 8.637.628 $ | +890.243 $ | +11,5 % |
| CORE WEALTH ADVISORS, LLC | 5.669.984 $ | -2.127.159 $ | -27,3 % | 7.797.143 $ | -845.785 $ | -9,8 % | 8.642.928 $ | |||||
| GAM Holding AG | 8.635.987 $ | +368.659 $ | +4,5 % | 8.267.328 $ | +154.082 $ | +1,9 % | 8.113.246 $ | +255.846 $ | +3,3 % | |||
| Newport Capital Group, LLC | 4.400.495 $ | -4.231.371 $ | -49,0 % | 8.631.866 $ | +528.432 $ | +6,5 % | 8.103.434 $ | -385.617 $ | -4,5 % | 8.489.051 $ | +1.143.771 $ | +15,6 % |
| Ascentis Wealth Management, LLC | 7.647.604 $ | -953.716 $ | -11,1 % | 8.601.320 $ | +1.647.841 $ | +23,7 % | 6.953.479 $ | +1.451.634 $ | +26,4 % | |||
| Latitude Advisors, LLC | 8.598.444 $ | +1.587.186 $ | +22,6 % | 7.011.258 $ | +458.301 $ | +7,0 % | 6.552.957 $ | +272.148 $ | +4,3 % | |||
| Wealth Alliance Advisory Group, LLC | 8.596.594 $ | +335.597 $ | +4,1 % | 8.260.997 $ | +1.477.535 $ | +21,8 % | 6.783.462 $ | -24.251 $ | -0,4 % | 6.807.713 $ | +36.036 $ | +0,5 % |
| United Financial Planning Group LLC | 8.568.092 $ | +1.575.115 $ | +22,5 % | 6.992.977 $ | +202.974 $ | +3,0 % | 6.790.003 $ | -92.829 $ | -1,3 % | |||
| Landmark Wealth Management, LLC | 8.566.965 $ | +1.187.868 $ | +16,1 % | 7.379.097 $ | +1.404.500 $ | +23,5 % | 5.974.597 $ | +92.783 $ | +1,6 % | |||
| Uptown Financial Advisors LLC | 8.555.898 $ | +98.181 $ | +1,2 % | 8.457.717 $ | +811.871 $ | +10,6 % | 7.645.846 $ | +631.315 $ | +9,0 % | 7.014.531 $ | +100.088 $ | +1,4 % |
| Charter Capital Management, LLC\DE | 8.554.268 $ | +1.449.122 $ | +20,4 % | 7.105.146 $ | -477.163 $ | -6,3 % | 7.582.309 $ | +506.100 $ | +7,2 % | |||
| FEDERATED HERMES, INC. | 8.549.088 $ | +667.338 $ | +8,5 % | 7.881.750 $ | +1.025.310 $ | +15,0 % | 6.856.440 $ | +1.234.914 $ | +22,0 % | |||
| SPIREPOINT PRIVATE CLIENT, LLC | 8.540.044 $ | +364.889 $ | +4,5 % | 8.175.155 $ | +673.696 $ | +9,0 % | 7.501.459 $ | +1.963.673 $ | +35,5 % | |||
| Strategic Wealth Advisors LLC | 6.426.000 $ | -2.109.000 $ | -24,7 % | 8.535.000 $ | +2.109.000 $ | +32,8 % | 6.426.000 $ | |||||
| Core Wealth Advisors, Inc. | 8.517.379 $ | +1.364.747 $ | +19,1 % | 7.152.632 $ | +902.799 $ | +14,4 % | 6.249.833 $ | +726.640 $ | +13,2 % | |||
| Chemistry Wealth Management LLC | 8.496.291 $ | +512.708 $ | +6,4 % | 7.983.583 $ | +1.427.949 $ | +21,8 % | 6.555.634 $ | -256.498 $ | -3,8 % | 6.812.132 $ | +647.274 $ | +10,5 % |
| GC Wealth Management RIA, LLC | 8.496.173 $ | +1.389.184 $ | +19,5 % | 7.106.989 $ | +1.387.139 $ | +24,3 % | 5.719.850 $ | -1.688.523 $ | -22,8 % | |||
| Portfolio Strategies, Inc. | 8.490.977 $ | +2.107.826 $ | +33,0 % | 6.383.151 $ | +5.160.316 $ | +422,0 % | 1.222.835 $ | -1.130.882 $ | -48,0 % | |||
| Clarity Wealth Advisors, LLC | 8.440.496 $ | -50.256 $ | -0,6 % | 8.490.752 $ | +521.271 $ | +6,5 % | 7.969.481 $ | +18.813 $ | +0,2 % | 7.950.668 $ | +19.100 $ | +0,2 % |
| Independent Solutions Wealth Management, LLC | 8.300.560 $ | -184.510 $ | -2,2 % | 8.485.070 $ | +4.850.988 $ | +133,5 % | 3.634.082 $ | -1.654.336 $ | -31,3 % | |||
| Base Wealth Management LLC | 8.480.362 $ | +1.761.050 $ | +26,2 % | 6.719.312 $ | +843.158 $ | +14,3 % | 5.876.154 $ | +1.431.800 $ | +32,2 % | 4.444.354 $ | +465.668 $ | +11,7 % |
| Cordgrass Capital Advisors, LLC | 3.872.602 $ | -4.607.240 $ | -54,3 % | 8.479.842 $ | +1.184.461 $ | +16,2 % | 7.295.381 $ | -5.149 $ | -0,1 % | |||
| Galilei Investment Office LLP | 8.449.680 $ | +1.509.555 $ | +21,8 % | 6.940.125 $ | +251.735 $ | +3,8 % | 6.688.390 $ | +129.350 $ | +2,0 % | |||
| A4 Wealth Advisors LLC | 4.521.616 $ | -3.925.238 $ | -46,5 % | 8.446.854 $ | +684.769 $ | +8,8 % | 7.762.085 $ | -550.497 $ | -6,6 % | 8.312.582 $ | +4.808.470 $ | +137,2 % |
| SIGMA INVESTMENT COUNSELORS INC | 8.438.618 $ | +1.200.657 $ | +16,6 % | 7.237.961 $ | +62.258 $ | +0,9 % | 7.175.703 $ | -107.103 $ | -1,5 % | |||
| JT Stratford LLC | 8.354.890 $ | +598.304 $ | +7,7 % | 7.756.586 $ | -663.785 $ | -7,9 % | 8.420.371 $ | +105.197 $ | +1,3 % | |||
| Nicholson Meyer Capital Management, Inc. | 8.393.223 $ | +749.837 $ | +9,8 % | 7.643.386 $ | +1.716.443 $ | +29,0 % | 5.926.943 $ | +281.838 $ | +5,0 % | |||
| Edgestream Partners, L.P. | 738.336 $ | -1.949.565 $ | -72,5 % | 2.687.901 $ | -5.702.398 $ | -68,0 % | 8.390.299 $ | +3.568.057 $ | +74,0 % | |||
| Quadcap Wealth Management, LLC | 8.377.519 $ | +1.538.759 $ | +22,5 % | 6.838.760 $ | +227.208 $ | +3,4 % | 6.611.552 $ | +503.522 $ | +8,2 % | |||
| Capstone Wealth Management Group, Inc. | 8.365.451 $ | +455.491 $ | +5,8 % | 7.909.960 $ | ||||||||
| Spartan Wealth Advisory Services LLC | 8.355.940 $ | +772.708 $ | +10,2 % | 7.583.232 $ | ||||||||
| HOWARD BAILEY SECURITIES, LLC | 8.346.016 $ | +1.531.902 $ | +22,5 % | 6.814.114 $ | -61.799 $ | -0,9 % | 6.875.913 $ | +504.106 $ | +7,9 % | |||
| Post Resch Tallon Group Inc. | 8.340.644 $ | +357.171 $ | +4,5 % | 7.983.473 $ | +533.646 $ | +7,2 % | 7.449.827 $ | +136.582 $ | +1,9 % | 7.313.245 $ | +407.550 $ | +5,9 % |
| Boyce & Associates Wealth Consulting, Inc. | 4.621.320 $ | -1.137.060 $ | -19,7 % | 5.758.380 $ | +1.172.859 $ | +25,6 % | 4.585.521 $ | -3.744.389 $ | -45,0 % | 8.329.910 $ | -365.720 $ | -4,2 % |
| BETO FINANCIAL GROUP, LLC | 7.841.939 $ | -478.626 $ | -5,8 % | 8.320.565 $ | +4.708.905 $ | +130,4 % | 3.611.660 $ | |||||
| Members Advisory Group LLC | 562.227 $ | -7.366.734 $ | -92,9 % | 7.928.961 $ | -384.795 $ | -4,6 % | 8.313.756 $ | -3.095.660 $ | -27,1 % | |||
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 8.313.475 $ | +193.695 $ | +2,4 % | 8.119.780 $ | +34.380 $ | +0,4 % | 8.085.400 $ | +1.476.691 $ | +22,3 % | |||
| Three Seasons Wealth, LLC | 8.311.593 $ | +125.363 $ | +1,5 % | 8.186.230 $ | +7.282.749 $ | +806,1 % | 903.481 $ | -7.630.055 $ | -89,4 % | |||
| ARWA LLC | 8.306.021 $ | +1.302.554 $ | +18,6 % | 7.003.467 $ | +2.571.904 $ | +58,0 % | 4.431.563 $ | |||||
| VAQUERO PRIVATE WEALTH, LTD | 8.303.539 $ | |||||||||||
| ATLANTIC FAMILY WEALTH, LLC | 8.295.680 $ | +1.070.951 $ | +14,8 % | 7.224.729 $ | +293.544 $ | +4,2 % | 6.931.185 $ | +455.006 $ | +7,0 % | |||
| WINCAP FINANCIAL LLC | 8.289.112 $ | +2.148.648 $ | +35,0 % | 6.140.464 $ | +769.086 $ | +14,3 % | 5.371.378 $ | +324.191 $ | +6,4 % | 5.047.187 $ | +163.420 $ | +3,3 % |
| GWN SECURITIES INC. | 8.260.099 $ | +31.299 $ | +0,4 % | 8.228.800 $ | +430.681 $ | +5,5 % | 7.798.119 $ | +1.385.880 $ | +21,6 % | |||
| Nearside Advisors, LLC | 8.254.020 $ | |||||||||||
| Olistico Wealth, LLC | 8.249.784 $ | +347.521 $ | +4,4 % | 7.902.263 $ | +1.266.834 $ | +19,1 % | 6.635.429 $ | +107.399 $ | +1,6 % | 6.528.030 $ | +666.498 $ | +11,4 % |
| Legacy Financial Strategies, LLC | 8.236.037 $ | +149.654 $ | +1,9 % | 8.086.383 $ | +2.212.126 $ | +37,7 % | 5.874.257 $ | -351.650 $ | -5,6 % | 6.225.907 $ | +43.309 $ | +0,7 % |
| Slagle Financial, LLC | 8.235.431 $ | +1.446.956 $ | +21,3 % | 6.788.475 $ | +1.194.923 $ | +21,4 % | 5.593.552 $ | +434.755 $ | +8,4 % | |||
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 8.223.124 $ | +1.386.669 $ | +20,3 % | 6.836.455 $ | +768.931 $ | +12,7 % | 6.067.524 $ | +117.406 $ | +2,0 % | |||
| Opes Wealth Management LLC | 8.203.151 $ | +150.521 $ | +1,9 % | 8.052.630 $ | +124.748 $ | +1,6 % | ||||||
| Moment Partners, LLC | 3.062.057 $ | -5.129.258 $ | -62,6 % | 8.191.315 $ | +1.877.541 $ | +29,7 % | 6.313.774 $ | -4.468.336 $ | -41,4 % | |||
| STRATEGY ASSET MANAGERS LLC | 5.516.927 $ | -133.853 $ | -2,4 % | 5.650.780 $ | -2.534.156 $ | -31,0 % | 8.184.936 $ | +231.957 $ | +2,9 % | 7.952.979 $ | +1.255.000 $ | +18,7 % |
| Joseph P. Lucia & Associates, LLC | 8.173.748 $ | +1.532.684 $ | +23,1 % | 6.641.064 $ | +4.664 $ | +0,1 % | 6.636.400 $ | -352.091 $ | -5,0 % | |||
| Mechanics Financial Corp | 8.173.071 $ | +1.761.934 $ | +27,5 % | 6.411.137 $ | +645.091 $ | +11,2 % | 5.766.046 $ | +144.540 $ | +2,6 % | |||
| CHATHAM CAPITAL GROUP, INC. | 8.095.079 $ | -44.197 $ | -0,5 % | 8.139.276 $ | -13.007 $ | -0,2 % | 8.152.283 $ | +53.142 $ | +0,7 % | 8.099.141 $ | -215.202 $ | -2,6 % |
| Towerpoint Wealth, LLC | 7.691.888 $ | -458.278 $ | -5,6 % | 8.150.166 $ | +313.615 $ | +4,0 % | 7.836.551 $ | +222.619 $ | +2,9 % | 7.613.932 $ | +170.164 $ | +2,3 % |
| First Bank & Trust | 6.880.686 $ | -606.285 $ | -8,1 % | 7.486.971 $ | +75.867 $ | +1,0 % | 7.411.104 $ | -731.490 $ | -9,0 % | 8.142.594 $ | +136.355 $ | +1,7 % |
| Inscription Capital, LLC | 8.137.925 $ | +2.064.299 $ | +34,0 % | 6.073.626 $ | +806.178 $ | +15,3 % | 5.267.448 $ | +854.402 $ | +19,4 % | |||
| WATERSHED PRIVATE WEALTH LLC | 7.371.027 $ | -204.898 $ | -2,7 % | 7.575.925 $ | -553.777 $ | -6,8 % | 8.129.702 $ | +2.307.745 $ | +39,6 % | |||
| TRANSCEND CAPITAL ADVISORS, LLC | 8.122.772 $ | +783.311 $ | +10,7 % | 7.339.461 $ | -143.646 $ | -1,9 % | 7.483.107 $ | -606.627 $ | -7,5 % | |||
| Jackson Wealth Management, LLC | 3.006.000 $ | -5.098.000 $ | -62,9 % | 8.104.000 $ | +864.000 $ | +11,9 % | ||||||
| Boston Trust Walden Corp | 8.102.166 $ | +1.043.745 $ | +14,8 % | 7.058.421 $ | +6.615.508 $ | +1.493,6 % | 442.913 $ | -49.312 $ | -10,0 % | |||
| 1ST SOURCE BANK | 5.598.000 $ | -1.661.688 $ | -22,9 % | 7.259.688 $ | -829.378 $ | -10,3 % | 8.089.066 $ | +189.055 $ | +2,4 % | |||
| Laird Norton Wetherby Trust Company, LLC | 8.086.893 $ | +1.277.976 $ | +18,8 % | 6.808.917 $ | +3.276 $ | +0,0 % | 6.805.641 $ | +5.947.033 $ | +692,6 % | |||
| HERITAGE INVESTORS MANAGEMENT CORP | 8.074.000 $ | +1.054.000 $ | +15,0 % | 7.020.000 $ | +78.000 $ | +1,1 % | 6.942.000 $ | +59.000 $ | +0,9 % | |||
| Whipplewood Advisors, LLC | 4.986.627 $ | -25.927 $ | -0,5 % | 5.012.554 $ | -2.630.341 $ | -34,4 % | 7.642.895 $ | -417.021 $ | -5,2 % | 8.059.916 $ | -666.134 $ | -7,6 % |
| SAPIENT CAPITAL LLC | 8.059.835 $ | +514.565 $ | +6,8 % | 7.545.270 $ | +1.533.288 $ | +25,5 % | 6.011.982 $ | -411.270 $ | -6,4 % | 6.423.252 $ | +2.633.528 $ | +69,5 % |
| 1776 Wealth LLC | 8.036.944 $ | +234.834 $ | +3,0 % | 7.802.110 $ | +108.199 $ | +1,4 % | 7.693.911 $ | +473.988 $ | +6,6 % | |||
| GENTRY PRIVATE WEALTH, LLC | 8.033.816 $ | +1.364.982 $ | +20,5 % | 6.668.834 $ | +2.562.029 $ | +62,4 % | 4.106.805 $ | +874.575 $ | +27,1 % | |||
| Allie Family Office LLC | 8.033.718 $ | +172.979 $ | +2,2 % | 7.860.739 $ | +334.629 $ | +4,4 % | 7.526.110 $ | +199.962 $ | +2,7 % | |||
| Clearstead Trust, LLC | 6.596.059 $ | -1.437.375 $ | -17,9 % | 8.033.434 $ | +89.222 $ | +1,1 % | 7.944.212 $ | +2.863.958 $ | +56,4 % | |||
| WEALTH EFFECTS LLC | 8.016.108 $ | +667.344 $ | +9,1 % | 7.348.764 $ | +106.237 $ | +1,5 % | 7.242.527 $ | +614.657 $ | +9,3 % | |||
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 8.009.813 $ | -25.790 $ | -0,3 % | |||||||||
| TFB Advisors LLC | 3.985.490 $ | +1.348.240 $ | +51,1 % | 2.637.250 $ | -5.366.415 $ | -67,0 % | 8.003.665 $ | +286.360 $ | +3,7 % | |||
| Pembroke Management, LTD | 2.069.266 $ | -5.918.664 $ | -74,1 % | 7.987.930 $ | +4.119.525 $ | +106,5 % | 3.868.405 $ | +74.575 $ | +2,0 % | 3.793.830 $ | -3.953 $ | -0,1 % |
| BRIGHTON JONES LLC | 7.977.808 $ | +1.125.864 $ | +16,4 % | 6.851.944 $ | -447.760 $ | -6,1 % | 7.299.704 $ | +3.359.845 $ | +85,3 % | |||
| Hershey Financial Advisers, LLC | 7.973.460 $ | +5.200.891 $ | +187,6 % | 2.772.569 $ | -2.488.082 $ | -47,3 % | ||||||
| NORDEN GROUP LLC | 4.373.636 $ | -3.055.616 $ | -41,1 % | 7.429.252 $ | +196.683 $ | +2,7 % | 7.232.569 $ | -724.134 $ | -9,1 % | 7.956.703 $ | -600.591 $ | -7,0 % |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 7.934.475 $ | +7.118.517 $ | +872,4 % | 815.958 $ | +223.938 $ | +37,8 % | 592.020 $ | -32.595 $ | -5,2 % | 624.615 $ | -69.979 $ | -10,1 % |
| Clark Wealth Partners | 7.914.573 $ | -3.616 $ | -0,0 % | 7.918.189 $ | +1.637.157 $ | +26,1 % | 6.281.032 $ | -339.952 $ | -5,1 % | 6.620.984 $ | +0 $ | +0,0 % |
| CHAPIN DAVIS, INC. | 7.917.370 $ | +585.829 $ | +8,0 % | 7.331.541 $ | +810.140 $ | +12,4 % | 6.521.401 $ | +334.395 $ | +5,4 % | 6.187.006 $ | +70.330 $ | +1,1 % |
| Navis Wealth Advisors, LLC | 2.903.447 $ | -1.197.219 $ | -29,2 % | 4.100.666 $ | -3.816.136 $ | -48,2 % | 7.916.802 $ | +6.331.384 $ | +399,4 % | |||
| BRIGHT FINANCIAL ADVISORS, INC. | 7.908.252 $ | +515.815 $ | +7,0 % | 7.392.437 $ | +1.379.778 $ | +22,9 % | 6.012.659 $ | +802.741 $ | +15,4 % | |||
| CWS Financial Advisors, LLC | 7.906.580 $ | +283.337 $ | +3,7 % | 7.623.243 $ | +1.405.730 $ | +22,6 % | 6.217.513 $ | -539.318 $ | -8,0 % | 6.756.831 $ | +259.289 $ | +4,0 % |
| Financial Management, Inc. | 7.901.220 $ | +1.080.582 $ | +15,8 % | 6.820.638 $ | +457.601 $ | +7,2 % | 6.363.037 $ | |||||
| Sunburst Financial Group, LLC | 7.781.664 $ | -117.221 $ | -1,5 % | 7.898.885 $ | +849.469 $ | +12,1 % | 7.049.416 $ | +54.618 $ | +0,8 % | 6.994.798 $ | +61.501 $ | +0,9 % |
| Pinnacle Wealth Management Group, Inc. | 7.897.122 $ | +4.586.185 $ | +138,5 % | 3.310.937 $ | +322.708 $ | +10,8 % | 2.988.229 $ | +209.504 $ | +7,5 % | 2.778.725 $ | -70.997 $ | -2,5 % |
| Coral Wealth Management, LLC | 7.893.161 $ | +2.003.161 $ | +34,0 % | 5.890.000 $ | ||||||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 7.095.408 $ | +815.854 $ | +13,0 % | 6.279.554 $ | -1.610.723 $ | -20,4 % | 7.890.277 $ | -1.900.314 $ | -19,4 % | |||
| Tennessee Valley Asset Management Partners | 7.879.367 $ | +485.961 $ | +6,6 % | 7.393.406 $ | +6.302.433 $ | +577,7 % | 1.090.973 $ | +5.503 $ | +0,5 % | |||
| GatePass Capital, LLC | 7.870.959 $ | +3.151.453 $ | +66,8 % | 4.719.506 $ | -216.971 $ | -4,4 % | 4.936.477 $ | +1.139.666 $ | +30,0 % | |||
| TUCKER ASSET MANAGEMENT LLC | 7.869.540 $ | +1.976.344 $ | +33,5 % | 5.893.196 $ | -918.220 $ | -13,5 % | 6.811.416 $ | +719.268 $ | +11,8 % | |||
| Autumn Glory Partners, LLC | 7.419.822 $ | -438.096 $ | -5,6 % | 7.857.918 $ | +2.784.467 $ | +54,9 % | 5.073.451 $ | +818.352 $ | +19,2 % | |||
| Fortress Financial Solutions, LLC | 7.850.732 $ | +902.215 $ | +13,0 % | 6.948.517 $ | +713.568 $ | +11,4 % | 6.234.949 $ | +941.593 $ | +17,8 % | |||
| Daner Wealth Management, LLC | 7.846.301 $ | -1.330 $ | -0,0 % | 7.847.631 $ | +374.827 $ | +5,0 % | 7.472.804 $ | +633.498 $ | +9,3 % | |||
| Ellsworth Advisors, LLC | 6.729.501 $ | +70.018 $ | +1,1 % | 6.659.483 $ | +1.810.457 $ | +37,3 % | 4.849.026 $ | -2.994.428 $ | -38,2 % | 7.843.454 $ | +451.310 $ | +6,1 % |
| PFS Partners, LLC | 7.380.875 $ | -450.733 $ | -5,8 % | 7.831.608 $ | +375.824 $ | +5,0 % | 7.455.784 $ | +38.999 $ | +0,5 % | 7.416.785 $ | -154.418 $ | -2,0 % |
| Virtu Financial LLC | 3.590.000 $ | -3.321.000 $ | -48,1 % | 6.911.000 $ | -912.000 $ | -11,7 % | 7.823.000 $ | +1.370.000 $ | +21,2 % | |||
| VVR Holdings LLC | 3.761.225 $ | -4.052.596 $ | -51,9 % | 7.813.821 $ | +4.386.608 $ | +128,0 % | 3.427.213 $ | +632.443 $ | +22,6 % | 2.794.770 $ | ||
| Vigilare Wealth Management | 1.633.194 $ | -2.607.256 $ | -61,5 % | 4.240.450 $ | -3.572.237 $ | -45,7 % | 7.812.687 $ | -6.698.862 $ | -46,2 % | |||
| SEAMOUNT FINANCIAL GROUP INC | 7.805.932 $ | +257.347 $ | +3,4 % | 7.548.585 $ | +1.141.152 $ | +17,8 % | 6.407.433 $ | -44.746 $ | -0,7 % | 6.452.179 $ | +386.223 $ | +6,4 % |
| INTEGRAL INVESTMENT ADVISORS, INC. | 7.658.902 $ | -140.053 $ | -1,8 % | 7.798.955 $ | +622.336 $ | +8,7 % | 7.176.619 $ | +148.563 $ | +2,1 % | |||
| W1M Asset Management Ltd | 7.791.333 $ | +463.867 $ | +6,3 % | 7.327.466 $ | +802.486 $ | +12,3 % | 6.524.980 $ | +5.433.605 $ | +497,9 % | |||
| Concord Asset Management, LLC/VA | 7.787.992 $ | +271.953 $ | +3,6 % | 7.516.039 $ | +780.666 $ | +11,6 % | 6.735.373 $ | +573.725 $ | +9,3 % | |||
| TORONTO DOMINION BANK | 7.783.701 $ | +7.753.301 $ | +25.504,3 % | 30.400 $ | +29.358 $ | +2.817,5 % | 1.042 $ | -57.495 $ | -98,2 % | |||
| Nicht ausgewiesen | 7.567.006 $ | -208.147 $ | -2,7 % | 7.775.153 $ | +341.615 $ | +4,6 % | 7.433.538 $ | +1.262.187 $ | +20,5 % | 6.171.351 $ | ||
| Delos Wealth Advisors, LLC | 7.757.066 $ | +399.167 $ | +5,4 % | 7.357.899 $ | +493.367 $ | +7,2 % | 6.864.532 $ | -52.663 $ | -0,8 % | |||
| GILL CAPITAL PARTNERS, LLC | 7.396.218 $ | -89.489 $ | -1,2 % | 7.485.707 $ | -267.020 $ | -3,4 % | 7.752.727 $ | +85.738 $ | +1,1 % | 7.666.989 $ | -1.662.199 $ | -17,8 % |
| Lewis Asset Management, LLC | 7.746.477 $ | +15.817 $ | +0,2 % | 7.730.660 $ | +811.549 $ | +11,7 % | 6.919.111 $ | +2.104.983 $ | +43,7 % | 4.814.128 $ | +253.258 $ | +5,6 % |
| Optivise Advisory Services LLC | 7.730.748 $ | +457.822 $ | +6,3 % | 7.272.926 $ | +4.721.269 $ | +185,0 % | 2.551.657 $ | -1.061.044 $ | -29,4 % | 3.612.701 $ | +1.914.358 $ | +112,7 % |
| Polaris Investment Advisors, LLC | 5.739.282 $ | -1.302.254 $ | -18,5 % | 7.041.536 $ | -686.406 $ | -8,9 % | 7.727.942 $ | +257.658 $ | +3,4 % | 7.470.284 $ | ||
| Timmons Wealth Management, LLC | 7.716.227 $ | +833.275 $ | +12,1 % | 6.882.952 $ | +5.464 $ | +0,1 % | 6.877.488 $ | |||||
| SOA Wealth Advisors, LLC. | 7.694.444 $ | +1.311.746 $ | +20,6 % | 6.382.698 $ | +204.047 $ | +3,3 % | 6.178.651 $ | +297.755 $ | +5,1 % | |||
| Anfield Capital Management, LLC | 485.988 $ | -7.206.449 $ | -93,7 % | 7.692.437 $ | +58.149 $ | +0,8 % | ||||||
| Insight Inv LLC | 7.690.231 $ | +1.288.391 $ | +20,1 % | 6.401.840 $ | +643.708 $ | +11,2 % | 5.758.132 $ | +627.335 $ | +12,2 % | |||
| AtlasMark Financial, Inc | 7.689.670 $ | +152.406 $ | +2,0 % | 7.537.264 $ | +2.066.686 $ | +37,8 % | 5.470.578 $ | +0 $ | +0,0 % | 5.470.578 $ | +221.902 $ | +4,2 % |
| VISTA INVESTMENT MANAGEMENT | 7.683.057 $ | +434.618 $ | +6,0 % | 7.248.439 $ | -210.020 $ | -2,8 % | 7.458.459 $ | +828.363 $ | +12,5 % | |||
| Elevated Capital Advisors, LLC | 7.682.812 $ | +496.620 $ | +6,9 % | 7.186.192 $ | +161.177 $ | +2,3 % | 7.025.015 $ | +167.673 $ | +2,4 % | |||
| Ameliora Wealth Management Ltd. | 7.681.469 $ | +740.284 $ | +10,7 % | 6.941.185 $ | +6.835.598 $ | +6.473,9 % | 105.587 $ | +32.152 $ | +43,8 % | |||
| THREADGILL FINANCIAL, LLC | 4.333.752 $ | -2.263.818 $ | -34,3 % | 6.597.570 $ | -1.060.902 $ | -13,9 % | 7.658.472 $ | +1.968.911 $ | +34,6 % | |||
| Focused Wealth Management, Inc | 7.650.096 $ | +327.675 $ | +4,5 % | 7.322.421 $ | -149.201 $ | -2,0 % | 7.471.622 $ | +776.153 $ | +11,6 % | |||
| CarsonAllaria Wealth Management, Ltd. | 7.641.605 $ | +1.325.776 $ | +21,0 % | 6.315.829 $ | +230.737 $ | +3,8 % | 6.085.092 $ | +244.869 $ | +4,2 % | |||
| Sloy Dahl & Holst, LLC | 7.592.804 $ | -39.359 $ | -0,5 % | 7.632.163 $ | +494.754 $ | +6,9 % | 7.137.409 $ | +2.376 $ | +0,0 % | 7.135.033 $ | +79.839 $ | +1,1 % |
| FIRETHORN WEALTH PARTNERS, LLC | 5.352.117 $ | -1.193.651 $ | -18,2 % | 6.545.768 $ | +703.767 $ | +12,0 % | 5.842.001 $ | -1.769.435 $ | -23,2 % | 7.611.436 $ | +626.455 $ | +9,0 % |
| Urban Financial Advisory Corp | 7.610.470 $ | +7.022.284 $ | +1.193,9 % | 588.186 $ | +69.105 $ | +13,3 % | 519.081 $ | +12.214 $ | +2,4 % | |||
| Summitas Investment Management LLC | 5.748.157 $ | -156.761 $ | -2,7 % | 5.904.918 $ | +536.888 $ | +10,0 % | 5.368.030 $ | -2.239.661 $ | -29,4 % | 7.607.691 $ | ||
| Financial Alternatives, Inc | 7.322.802 $ | -226.011 $ | -3,0 % | 7.548.813 $ | -50.787 $ | -0,7 % | 7.599.600 $ | +435.504 $ | +6,1 % | |||
| Capstone Wealth Management Group LLC | 7.468.362 $ | -125.531 $ | -1,7 % | 7.593.893 $ | +224.014 $ | +3,0 % | ||||||
| Lutz Financial Services LLC | 7.593.661 $ | +1.163.657 $ | +18,1 % | 6.430.004 $ | +194.241 $ | +3,1 % | 6.235.763 $ | +581.976 $ | +10,3 % | |||
| J HAGAN CAPITAL, INC. | 7.337.776 $ | +904.784 $ | +14,1 % | 6.432.992 $ | -1.153.949 $ | -15,2 % | 7.586.941 $ | -2.049.090 $ | -21,3 % | |||
| EVOLUTION WEALTH MANAGEMENT INC. | 7.579.249 $ | +3.030.630 $ | +66,6 % | 4.548.619 $ | +861.799 $ | +23,4 % | 3.686.820 $ | +1.167.303 $ | +46,3 % | |||
| Andina Capital Management, LLC | 5.026.918 $ | -1.284.261 $ | -20,3 % | 6.311.179 $ | -54.819 $ | -0,9 % | 6.365.998 $ | -1.205.158 $ | -15,9 % | 7.571.156 $ | -594.993 $ | -7,3 % |
| DEFINED WEALTH MANAGEMENT, LLC | 6.045.017 $ | -260.078 $ | -4,1 % | 6.305.095 $ | -1.260.504 $ | -16,7 % | 7.565.599 $ | +357.036 $ | +5,0 % | 7.208.563 $ | +99.586 $ | +1,4 % |
| Aurora Private Wealth, Inc. | 7.188.000 $ | -374.000 $ | -4,9 % | 7.562.000 $ | +2.893.000 $ | +62,0 % | 4.669.000 $ | -1.281.000 $ | -21,5 % | 5.950.000 $ | ||
| GEM Asset Management, LLC | 7.010.257 $ | -549.317 $ | -7,3 % | 7.559.574 $ | +928.600 $ | +14,0 % | 6.630.974 $ | +27.653 $ | +0,4 % | 6.603.321 $ | +658.856 $ | +11,1 % |
| PLANNING DIRECTIONS INC | 7.556.535 $ | +894.469 $ | +13,4 % | 6.662.066 $ | +390.203 $ | +6,2 % | 6.271.863 $ | -32.878 $ | -0,5 % | |||
| Sharp Wealth Advisory, LLC | 7.556.257 $ | +6.866.987 $ | +996,3 % | 689.270 $ | -6.674.614 $ | -90,6 % | 7.363.884 $ | +538.329 $ | +7,9 % | |||
| Skyline Advisors, Inc. | 5.332.117 $ | -1.222.463 $ | -18,7 % | 6.554.580 $ | -994.285 $ | -13,2 % | 7.548.865 $ | +425.577 $ | +6,0 % | |||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 5.397.899 $ | -1.846.520 $ | -25,5 % | 7.244.419 $ | -304.388 $ | -4,0 % | 7.548.807 $ | +572.657 $ | +8,2 % | 6.976.150 $ | +1.984.856 $ | +39,8 % |
| Financially Speaking Inc | 7.544.586 $ | +0 $ | +0,0 % | 7.544.586 $ | +868.095 $ | +13,0 % | 6.676.491 $ | -8.873.539 $ | -57,1 % | |||
| Turning Point Benefit Group, Inc. | 7.532.340 $ | +2.864.018 $ | +61,4 % | 4.668.322 $ | -1.275.821 $ | -21,5 % | 5.944.143 $ | +201.757 $ | +3,5 % | |||
| Custos Family Office, LLC | 7.517.339 $ | +1.382.012 $ | +22,5 % | 6.135.327 $ | +458.587 $ | +8,1 % | 5.676.740 $ | -2.071.671 $ | -26,7 % | |||
| BROOKS, MOORE & ASSOCIATES, INC. | 7.503.374 $ | +1.147.922 $ | +18,1 % | 6.355.452 $ | +2.376.447 $ | +59,7 % | 3.979.005 $ | +170.095 $ | +4,5 % | |||
| Centennial Advisors, LLC | 7.495.943 $ | +92.473 $ | +1,2 % | 7.403.470 $ | +2.967.613 $ | +66,9 % | 4.435.857 $ | +461.176 $ | +11,6 % | 3.974.681 $ | ||
| Armbruster Capital Management, Inc. | 7.158.291 $ | -336.373 $ | -4,5 % | 7.494.664 $ | +789.482 $ | +11,8 % | 6.705.182 $ | +423.540 $ | +6,7 % | 6.281.642 $ | -138.282 $ | -2,2 % |
| EdgeRock Capital LLC | 7.489.206 $ | +221.724 $ | +3,1 % | 7.267.482 $ | +519.149 $ | +7,7 % | 6.748.333 $ | +589.750 $ | +9,6 % | |||
| Intesa Sanpaolo Wealth Management | 3.537.893 $ | -3.943.109 $ | -52,7 % | 7.481.002 $ | +94.652 $ | +1,3 % | 7.386.350 $ | |||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6.681.235 $ | -799.325 $ | -10,7 % | 7.480.560 $ | +1.153.265 $ | +18,2 % | 6.327.295 $ | +4.248.520 $ | +204,4 % | |||
| MJP ASSOCIATES INC /ADV | 7.476.493 $ | +1.053.131 $ | +16,4 % | 6.423.362 $ | +4.759.443 $ | +286,0 % | 1.663.919 $ | -157.466 $ | -8,6 % | |||
| Vivid Wealth Management, LLC | 7.419.939 $ | +131.926 $ | +1,8 % | 7.288.013 $ | +29.151 $ | +0,4 % | 7.258.862 $ | +285.886 $ | +4,1 % | |||
| WMG Financial Advisors, LLC | 7.417.970 $ | +2.824.458 $ | +61,5 % | 4.593.512 $ | +2.671.834 $ | +139,0 % | 1.921.678 $ | -2.779.889 $ | -59,1 % | |||
| Noble Wealth Management PBC | 6.315.427 $ | -144.382 $ | -2,2 % | 6.459.809 $ | -110.026 $ | -1,7 % | 6.569.835 $ | -843.793 $ | -11,4 % | 7.413.628 $ | -806.127 $ | -9,8 % |
| ARK & TLK INVESTMENTS, LLC | 7.406.975 $ | +930.224 $ | +14,4 % | 6.476.751 $ | +1.486.705 $ | +29,8 % | 4.990.046 $ | +1.514.511 $ | +43,6 % | 3.475.535 $ | +2.109.447 $ | +154,4 % |
| Schwallier Wealth Management LLC | 7.400.076 $ | +1.850.573 $ | +33,3 % | 5.549.503 $ | -936.338 $ | -14,4 % | 6.485.841 $ | -3.120.267 $ | -32,5 % | |||
| Alliance Private Wealth, LLC | 6.907.643 $ | -461.010 $ | -6,3 % | 7.368.653 $ | +684.230 $ | +10,2 % | 6.684.423 $ | -287.359 $ | -4,1 % | 6.971.782 $ | ||
| Seneca House Advisors | 7.366.245 $ | |||||||||||
| Northside Capital Management, LLC | 7.000.086 $ | -365.846 $ | -5,0 % | 7.365.932 $ | +259.847 $ | +3,7 % | 7.106.085 $ | +232.577 $ | +3,4 % | 6.873.508 $ | -183.110 $ | -2,6 % |
| A&I FINANCIAL SERVICES, LLC | 7.342.703 $ | +609.576 $ | +9,1 % | 6.733.127 $ | +1.100.214 $ | +19,5 % | 5.632.913 $ | +110.276 $ | +2,0 % | 5.522.637 $ | +242.431 $ | +4,6 % |
| Optimist Retirement Group LLC | 7.340.201 $ | +644.701 $ | +9,6 % | 6.695.500 $ | -48.031 $ | -0,7 % | 6.743.531 $ | +12.925 $ | +0,2 % | |||
| Elequin Capital, LP | 7.339.074 $ | +6.468.398 $ | +742,9 % | 870.676 $ | +852.385 $ | +4.660,1 % | ||||||
| Woodside Wealth Management LLC | 7.333.007 $ | +319.707 $ | +4,6 % | 7.013.300 $ | +588.107 $ | +9,2 % | 6.425.193 $ | +2.043.850 $ | +46,6 % | 4.381.343 $ | +506.513 $ | +13,1 % |
| Fi3 FINANCIAL ADVISORS, LLC | 7.330.960 $ | +6.460.428 $ | +742,1 % | 870.532 $ | -233.629 $ | -21,2 % | 1.104.161 $ | +45.083 $ | +4,3 % | |||
| Glen Eagle Advisors, LLC | 7.325.164 $ | +744.860 $ | +11,3 % | 6.580.304 $ | -188.512 $ | -2,8 % | 6.768.816 $ | -143.433 $ | -2,1 % | |||
| PECAUT & CO. | 7.309.565 $ | +1.218.214 $ | +20,0 % | 6.091.351 $ | +1.436.191 $ | +30,9 % | 4.655.160 $ | +22.877 $ | +0,5 % | |||
| Community Financial Services Group, LLC | 7.109.740 $ | -177.205 $ | -2,4 % | 7.286.945 $ | +196.671 $ | +2,8 % | 7.090.274 $ | +171.013 $ | +2,5 % | 6.919.261 $ | -51.664 $ | -0,7 % |
| Clarius Group, LLC | 7.270.515 $ | +1.448.263 $ | +24,9 % | |||||||||
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 7.270.317 $ | +1.095.408 $ | +17,7 % | 6.174.909 $ | +13.245 $ | +0,2 % | 6.161.664 $ | +113.382 $ | +1,9 % | |||
| COOPER INVESTORS PTY LTD | 1.319.510 $ | -5.911.834 $ | -81,8 % | 7.231.344 $ | +1.089.590 $ | +17,7 % | 6.141.754 $ | |||||
| Capital Advisors, Ltd. LLC | 7.231.000 $ | +686.000 $ | +10,5 % | 6.545.000 $ | +467.000 $ | +7,7 % | 6.078.000 $ | +186.000 $ | +3,2 % | |||
| Chesley Taft & Associates LLC | 7.212.904 $ | -13.199 $ | -0,2 % | 7.226.103 $ | +671.233 $ | +10,2 % | 6.554.870 $ | +252.804 $ | +4,0 % | 6.302.066 $ | +43.786 $ | +0,7 % |
| Forza Wealth Management, LLC | 5.464.792 $ | -871.275 $ | -13,8 % | 6.336.067 $ | -531.356 $ | -7,7 % | 6.867.423 $ | -350.404 $ | -4,9 % | 7.217.827 $ | +801.091 $ | +12,5 % |
| RHODES INVESTMENT ADVISORS INC /ADV | 7.209.125 $ | +1.005.673 $ | +16,2 % | 6.203.452 $ | +1.375.099 $ | +28,5 % | 4.828.353 $ | +147.474 $ | +3,2 % | 4.680.879 $ | ||
| Walsh & Associates, LLC | 7.208.171 $ | +1.110.386 $ | +18,2 % | 6.097.785 $ | +109.634 $ | +1,8 % | 5.988.151 $ | |||||
| James J. Burns & Company, LLC | 7.204.875 $ | +1.407.458 $ | +24,3 % | 5.797.417 $ | +2.106 $ | +0,0 % | 5.795.311 $ | +167.795 $ | +3,0 % | |||
| Berbice Capital Management LLC | 5.305.300 $ | -257.007 $ | -4,6 % | 5.562.307 $ | +1.545.069 $ | +38,5 % | 4.017.238 $ | -3.157.951 $ | -44,0 % | 7.175.189 $ | -104.633 $ | -1,4 % |
| Palatine Hill Wealth Management, LLC | 7.171.775 $ | +775.912 $ | +12,1 % | 6.395.863 $ | +51.049 $ | +0,8 % | 6.344.814 $ | |||||
| Selective Wealth Management, Inc. | 6.700.115 $ | +336.194 $ | +5,3 % | 6.363.921 $ | -283.542 $ | -4,3 % | 6.647.463 $ | -521.164 $ | -7,3 % | 7.168.627 $ | -1.444.567 $ | -16,8 % |
| CoreFirst Bank & Trust | 7.156.693 $ | +360.331 $ | +5,3 % | 6.796.362 $ | +313.819 $ | +4,8 % | 6.482.543 $ | -90.507 $ | -1,4 % | |||
| MMA ASSET MANAGEMENT LLC | 6.853.982 $ | +665.487 $ | +10,8 % | 6.188.495 $ | -966.895 $ | -13,5 % | 7.155.390 $ | -1.079.549 $ | -13,1 % | |||
| CAP Partners, LLC | 7.120.151 $ | -32.559 $ | -0,5 % | 7.152.710 $ | +657.234 $ | +10,1 % | 6.495.476 $ | +360.237 $ | +5,9 % | 6.135.239 $ | -5.829 $ | -0,1 % |
| Kuhn & Co Investment Counsel | 7.146.687 $ | +773.862 $ | +12,1 % | 6.372.825 $ | -123.651 $ | -1,9 % | 6.496.476 $ | +386.510 $ | +6,3 % | |||
| ELEVATE WEALTH ADVISORY, INC | 7.133.736 $ | +896.329 $ | +14,4 % | 6.237.407 $ | +521.073 $ | +9,1 % | 5.716.334 $ | +117.408 $ | +2,1 % | |||
| Orion Capital Management LLC | 7.130.284 $ | +6.703.620 $ | +1.571,2 % | 426.664 $ | +5.468 $ | +1,3 % | 421.196 $ | -19.534 $ | -4,4 % | |||
| Trinity Wealth Management, LLC | 6.739.150 $ | -389.682 $ | -5,5 % | 7.128.832 $ | +2.892.071 $ | +68,3 % | 4.236.761 $ | +395.266 $ | +10,3 % | 3.841.495 $ | +243.803 $ | +6,8 % |
| Cynosure Group, LLC | 6.440.593 $ | -156.554 $ | -2,4 % | 6.597.147 $ | -525.449 $ | -7,4 % | 7.122.596 $ | -30.866.904 $ | -81,3 % | |||
| THEORY FINANCIAL LLC | 5.692.406 $ | +686.266 $ | +13,7 % | 5.006.140 $ | -2.114.502 $ | -29,7 % | 7.120.642 $ | +2.509.737 $ | +54,4 % | |||
| Davis Wealth Advisors, LLC | 6.539.927 $ | -578.086 $ | -8,1 % | 7.118.013 $ | +24.679 $ | +0,3 % | 7.093.334 $ | +1.756.883 $ | +32,9 % | |||
| First PREMIER Bank | 7.112.000 $ | +9.000 $ | +0,1 % | 7.103.000 $ | +820.000 $ | +13,1 % | 6.283.000 $ | -374.000 $ | -5,6 % | 6.657.000 $ | -637.000 $ | -8,7 % |
| Redwood Financial Network Corp | 7.108.472 $ | +2.211.844 $ | +45,2 % | 4.896.628 $ | +455.774 $ | +10,3 % | 4.440.854 $ | -1.153.423 $ | -20,6 % | |||
| RICHARDS, MERRILL & PETERSON, INC. | 7.099.230 $ | +759.073 $ | +12,0 % | 6.340.157 $ | +834.962 $ | +15,2 % | 5.505.195 $ | +964.543 $ | +21,2 % | 4.540.652 $ | +1.454.377 $ | +47,1 % |
| BEARING POINT CAPITAL, LLC | 7.093.537 $ | +5.860.999 $ | +475,5 % | 1.232.538 $ | +268.019 $ | +27,8 % | 964.519 $ | +253.824 $ | +35,7 % | |||
| Northwest & Ethical Investments L.P. | 6.187.420 $ | -897.858 $ | -12,7 % | 7.085.278 $ | -464.411 $ | -6,2 % | ||||||
| Split Rock Private Trading & Wealth Management, LLC | 7.084.784 $ | +268.652 $ | +3,9 % | 6.816.132 $ | -74.513 $ | -1,1 % | 6.890.645 $ | +1.514.102 $ | +28,2 % | 5.376.543 $ | ||
| Cedarwood Wealth LLC | 7.075.573 $ | +1.787.047 $ | +33,8 % | 5.288.526 $ | +2.174.231 $ | +69,8 % | 3.114.295 $ | |||||
| CAMELOT TECHNOLOGY ADVISORS, INC. | 7.075.457 $ | +202.070 $ | +2,9 % | 6.873.387 $ | +891.835 $ | +14,9 % | 5.981.552 $ | +959.812 $ | +19,1 % | 5.021.740 $ | +549.644 $ | +12,3 % |
| TABLEAUX LLC | 7.070.913 $ | +442.970 $ | +6,7 % | 6.627.943 $ | -215.339 $ | -3,1 % | 6.843.282 $ | -8.982.936 $ | -56,8 % | |||
| NewCorp Financial Services, Inc. | 5.023.428 $ | -2.029.006 $ | -28,8 % | 7.052.434 $ | +1.146.314 $ | +19,4 % | 5.906.120 $ | -597.794 $ | -9,2 % | 6.503.914 $ | ||
| Thayer Partners, LLC / MA | 7.041.471 $ | +1.464.455 $ | +26,3 % | 5.577.016 $ | +270.394 $ | +5,1 % | 5.306.622 $ | |||||
| Archer Investment Management, LLC | 6.494.817 $ | +530.266 $ | +8,9 % | 5.964.551 $ | -1.075.959 $ | -15,3 % | 7.040.510 $ | +3.716.886 $ | +111,8 % | 3.323.624 $ | ||
| Generation Capital Management LLC | 7.038.999 $ | +787.062 $ | +12,6 % | 6.251.937 $ | +714.429 $ | +12,9 % | 5.537.508 $ | +1.001.396 $ | +22,1 % | |||
| First Citizens Financial Corp | 7.038.402 $ | +1.677.426 $ | +31,3 % | 5.360.976 $ | -132.790 $ | -2,4 % | 5.493.766 $ | +3.181.702 $ | +137,6 % | 2.312.064 $ | +96.482 $ | +4,4 % |
| Granby Capital Management, LLC | 6.220.000 $ | -36.000 $ | -0,6 % | 6.256.000 $ | -769.300 $ | -11,0 % | 7.025.300 $ | +289.500 $ | +4,3 % | |||
| SBI Okasan Asset Management Co.Ltd. | 7.022.036 $ | +1.958.966 $ | +38,7 % | 5.063.070 $ | +232.641 $ | +4,8 % | 4.830.429 $ | |||||
| BECK CAPITAL MANAGEMENT, LLC | 7.020.215 $ | +763.588 $ | +12,2 % | 6.256.627 $ | -569.738 $ | -8,3 % | ||||||
| Lionhunter Capital Management, LLC | 7.019.900 $ | |||||||||||
| Fragasso Financial Advisors Inc | 6.909.922 $ | -61.357 $ | -0,9 % | 6.971.279 $ | +109.802 $ | +1,6 % | 6.861.477 $ | -152.663 $ | -2,2 % | 7.014.140 $ | +8.461 $ | +0,1 % |
| Sprinkle Financial Consultants LLC | 7.014.070 $ | +1.268.480 $ | +22,1 % | 5.745.590 $ | +918.959 $ | +19,0 % | 4.826.631 $ | -11.699 $ | -0,2 % | 4.838.330 $ | +391.741 $ | +8,8 % |
| QUATTRO FINANCIAL ADVISORS LLC | 6.795.283 $ | -211.241 $ | -3,0 % | 7.006.524 $ | +611.643 $ | +9,6 % | 6.394.881 $ | +464.404 $ | +7,8 % | 5.930.477 $ | -3.451.018 $ | -36,8 % |
| Nautilus Advisors LLC | 6.997.800 $ | +124.136 $ | +1,8 % | 6.873.664 $ | +967.083 $ | +16,4 % | 5.906.581 $ | -46.479 $ | -0,8 % | 5.953.060 $ | +182.286 $ | +3,2 % |
| PEAK FINANCIAL ADVISORS LLC | 6.992.267 $ | +1.463.321 $ | +26,5 % | 5.528.946 $ | +1.116.492 $ | +25,3 % | 4.412.454 $ | -23.548 $ | -0,5 % | |||
| DIMENSION CAPITAL MANAGEMENT LLC | 6.990.537 $ | +6.690.564 $ | +2.230,4 % | 299.973 $ | ||||||||
| Stablepoint Partners, LLC | 5.299.823 $ | -230.315 $ | -4,2 % | 5.530.138 $ | -1.454.890 $ | -20,8 % | 6.985.028 $ | +2.001.831 $ | +40,2 % | |||
| Frisco Financial Planning LLC | 6.651.521 $ | -332.360 $ | -4,8 % | 6.983.881 $ | +981.597 $ | +16,4 % | 6.002.284 $ | +244.337 $ | +4,2 % | 5.757.947 $ | +303.871 $ | +5,6 % |
| Gallacher Capital Management LLC | 5.464.515 $ | -1.469.955 $ | -21,2 % | 6.934.470 $ | -42.818 $ | -0,6 % | 6.977.288 $ | -383.308 $ | -5,2 % | |||
| Verity Asset Management, Inc. | 6.975.137 $ | +636.879 $ | +10,0 % | 6.338.258 $ | ||||||||
| Aurdan Capital Management, LLC | 6.968.650 $ | +1.228.243 $ | +21,4 % | 5.740.407 $ | -473.864 $ | -7,6 % | 6.214.271 $ | -19.807 $ | -0,3 % | |||
| Harpswell Capital Advisors, LLC | 4.475.854 $ | -2.492.483 $ | -35,8 % | 6.968.337 $ | +637.559 $ | +10,1 % | 6.330.778 $ | +950.741 $ | +17,7 % | 5.380.037 $ | -2.267.659 $ | -29,7 % |
| SOUTHERN CAPITAL ADVISORS, LLC | 6.963.465 $ | +1.308.213 $ | +23,1 % | 5.655.252 $ | +147.629 $ | +2,7 % | 5.507.623 $ | +15.126 $ | +0,3 % | |||
| Peak Wealth Management LLC | 5.526.044 $ | -1.429.217 $ | -20,5 % | 6.955.261 $ | +583.276 $ | +9,2 % | 6.371.985 $ | |||||
| Klaas Financial Asset Advisors, LLC | 1.773.589 $ | -99.341 $ | -5,3 % | 1.872.930 $ | +222.157 $ | +13,5 % | 1.650.773 $ | -5.303.801 $ | -76,3 % | 6.954.574 $ | +165.228 $ | +2,4 % |
| SOUTH PLAINS FINANCIAL, INC. | 6.953.751 $ | +1.107.368 $ | +18,9 % | 5.846.383 $ | +937.542 $ | +19,1 % | 4.908.841 $ | +108.842 $ | +2,3 % | |||
| WESTBOURNE INVESTMENTS, INC. | 6.939.625 $ | +189.381 $ | +2,8 % | 6.750.244 $ | +589.157 $ | +9,6 % | 6.161.087 $ | +141.559 $ | +2,4 % | |||
| Santori & Peters, Inc. | 6.927.275 $ | +1.425.547 $ | +25,9 % | 5.501.728 $ | +75.601 $ | +1,4 % | 5.426.127 $ | +28.483 $ | +0,5 % | |||
| FourThought Financial Partners, LLC | 6.921.902 $ | +565.850 $ | +8,9 % | 6.356.052 $ | -13.885 $ | -0,2 % | 6.369.937 $ | -108.631 $ | -1,7 % | |||
| Compass Ion Advisors, LLC | 6.911.407 $ | +1.220.845 $ | +21,5 % | 5.690.562 $ | +54.916 $ | +1,0 % | 5.635.646 $ | -269.847 $ | -4,6 % | |||
| Walker Asset Management, LLC | 6.549.819 $ | -357.588 $ | -5,2 % | 6.907.407 $ | +74.301 $ | +1,1 % | 6.833.106 $ | +91.722 $ | +1,4 % | 6.741.384 $ | -60.850 $ | -0,9 % |
| TruWealth Advisors, LLC | 6.823.644 $ | -74.868 $ | -1,1 % | 6.898.512 $ | -20.270.795 $ | -74,6 % | ||||||
| Bigelow Investment Advisors, LLC | 6.577.648 $ | +146.666 $ | +2,3 % | 6.430.982 $ | +116.798 $ | +1,8 % | 6.314.184 $ | -577.547 $ | -8,4 % | 6.891.731 $ | +549.450 $ | +8,7 % |
| Walker Financial Services, Inc. | 6.873.517 $ | +1.890.436 $ | +37,9 % | 4.983.081 $ | +1.087.271 $ | +27,9 % | 3.895.810 $ | +1.333.131 $ | +52,0 % | |||
| Ipsen Advisor Group LLC | 6.873.416 $ | +755.168 $ | +12,3 % | 6.118.248 $ | +572.495 $ | +10,3 % | 5.545.753 $ | +1.721.063 $ | +45,0 % | |||
| WILLNER & HELLER, LLC | 6.872.722 $ | +1.001.273 $ | +17,1 % | 5.871.449 $ | +410.902 $ | +7,5 % | 5.460.547 $ | +360.305 $ | +7,1 % | |||
| Turtle Creek Wealth Advisors, LLC | 6.868.722 $ | +8.933 $ | +0,1 % | 6.859.789 $ | +1.123.197 $ | +19,6 % | 5.736.592 $ | +114.259 $ | +2,0 % | 5.622.333 $ | +831.919 $ | +17,4 % |
| DIVERSIFIED MANAGEMENT INC | 6.647.894 $ | +199.370 $ | +3,1 % | 6.448.524 $ | -419.480 $ | -6,1 % | 6.868.004 $ | +961.161 $ | +16,3 % | 5.906.843 $ | ||
| Privatperson | 6.857.688 $ | +762.247 $ | +12,5 % | 6.095.441 $ | +1.692.580 $ | +38,4 % | 4.402.861 $ | -201.891 $ | -4,4 % | 4.604.752 $ | ||
| Talon Private Wealth, LLC | 6.857.543 $ | +5.551.294 $ | +425,0 % | 1.306.249 $ | ||||||||
| Brown Miller Wealth Management, LLC | 6.845.672 $ | +1.263.285 $ | +22,6 % | 5.582.387 $ | +357.044 $ | +6,8 % | 5.225.343 $ | +552.213 $ | +11,8 % | |||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5.666.765 $ | -218.751 $ | -3,7 % | 5.885.516 $ | -955.877 $ | -14,0 % | 6.841.393 $ | -230.367 $ | -3,3 % | |||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6.840.787 $ | +1.178.653 $ | +20,8 % | 5.662.134 $ | +1.023.446 $ | +22,1 % | 4.638.688 $ | +435.281 $ | +10,4 % | |||
| Greenline Wealth Management LLC | 6.832.939 $ | +2.043.087 $ | +42,7 % | 4.789.852 $ | -104.571 $ | -2,1 % | 4.894.423 $ | |||||
| LWM Advisory Services, LLC | 1.134.226 $ | -1.121.543 $ | -49,7 % | 2.255.769 $ | -4.575.576 $ | -67,0 % | 6.831.345 $ | +218.290 $ | +3,3 % | |||
| WEALTHGARDEN F.S. LLC | 6.819.948 $ | +1.435.636 $ | +26,7 % | 5.384.312 $ | -319.885 $ | -5,6 % | 5.704.197 $ | +802.247 $ | +16,4 % | |||
| Wagner Wealth Management, Corp | 6.652.186 $ | -164.874 $ | -2,4 % | 6.817.060 $ | +1.204.476 $ | +21,5 % | 5.612.584 $ | +1.573.928 $ | +39,0 % | 4.038.656 $ | ||
| SYM FINANCIAL Corp | 6.816.151 $ | +4.522.896 $ | +197,2 % | 2.293.255 $ | +132.259 $ | +6,1 % | 2.160.996 $ | +422.700 $ | +24,3 % | |||
| SALEM INVESTMENT COUNSELORS INC | 6.599.692 $ | -209.215 $ | -3,1 % | 6.808.907 $ | +776.620 $ | +12,9 % | 6.032.287 $ | +1.308.125 $ | +27,7 % | 4.724.162 $ | +303.051 $ | +6,9 % |
| Norris Financial Group, LLC | 203.328 $ | -10.696 $ | -5,0 % | 214.024 $ | -6.594.605 $ | -96,9 % | 6.808.629 $ | +523.555 $ | +8,3 % | |||
| Harbour Capital Advisors, LLC | 6.804.617 $ | +83.356 $ | +1,2 % | 6.721.261 $ | +329.021 $ | +5,1 % | 6.392.240 $ | +832.427 $ | +15,0 % | 5.559.813 $ | +166.161 $ | +3,1 % |
| Darden Wealth Group Inc | 6.783.926 $ | +413.936 $ | +6,5 % | 6.369.990 $ | +851.311 $ | +15,4 % | 5.518.679 $ | +494.121 $ | +9,8 % | |||
| Wavvest Wealth LLC | 6.778.236 $ | |||||||||||
| Stone Wealth Partners | 6.769.744 $ | +1.664.944 $ | +32,6 % | 5.104.800 $ | +378.557 $ | +8,0 % | 4.726.243 $ | |||||
| AIFG Consultants Ltd. | 6.763.045 $ | -2.010.806 $ | -22,9 % | |||||||||
| EARNED WEALTH ADVISORS, LLC | 6.756.835 $ | +1.326.093 $ | +24,4 % | 5.430.742 $ | +479.511 $ | +9,7 % | 4.951.231 $ | +4.273.574 $ | +630,6 % | |||
| Greenspring Advisors, LLC | 6.745.533 $ | +1.052.823 $ | +18,5 % | 5.692.710 $ | +126.250 $ | +2,3 % | 5.566.460 $ | |||||
| Marietta Wealth Management, LLC | 6.166.870 $ | -571.998 $ | -8,5 % | 6.738.868 $ | +996.281 $ | +17,3 % | 5.742.587 $ | -97.621 $ | -1,7 % | 5.840.208 $ | -18.772.079 $ | -76,3 % |
| Copia Wealth Management | 6.060.919 $ | +487.602 $ | +8,7 % | 5.573.317 $ | -1.161.517 $ | -17,2 % | 6.734.834 $ | -125.912 $ | -1,8 % | |||
| Life Planning Partners, Inc | 6.734.282 $ | +518.563 $ | +8,3 % | 6.215.719 $ | +289.839 $ | +4,9 % | 5.925.880 $ | -274.598 $ | -4,4 % | |||
| PACIFIC SUN FINANCIAL CORP | 6.730.593 $ | +1.225.169 $ | +22,3 % | 5.505.424 $ | +494.338 $ | +9,9 % | 5.011.086 $ | +1.705 $ | +0,0 % | |||
| GPS Wealth Strategies Group, LLC | 6.718.359 $ | -34.982.690 $ | -83,9 % | |||||||||
| MARINO, STRAM & ASSOCIATES LLC | 6.690.340 $ | +205.065 $ | +3,2 % | 6.485.275 $ | +411.620 $ | +6,8 % | 6.073.655 $ | +37.696 $ | +0,6 % | 6.035.959 $ | +4.545 $ | +0,1 % |
| Fusion Capital, LLC | 6.676.520 $ | +554.272 $ | +9,1 % | 6.122.248 $ | +205.108 $ | +3,5 % | ||||||
| Cherry Tree Wealth Management, LLC | 4.409.270 $ | -2.112.730 $ | -32,4 % | 6.522.000 $ | +245.231 $ | +3,9 % | 6.276.769 $ | -399.591 $ | -6,0 % | 6.676.360 $ | +486.389 $ | +7,9 % |
| B.O.S.S. Retirement Advisors, LLC | 3.099.587 $ | -509.270 $ | -14,1 % | 3.608.857 $ | -3.056.736 $ | -45,9 % | 6.665.593 $ | +1.482.137 $ | +28,6 % | |||
| Wolff Financial Management LLC | 6.660.246 $ | +713.457 $ | +12,0 % | 5.946.789 $ | +290.328 $ | +5,1 % | 5.656.461 $ | +174.055 $ | +3,2 % | |||
| SAXON INTERESTS, INC. | 6.656.740 $ | +2.382.485 $ | +55,7 % | 4.274.255 $ | +2.536.109 $ | +145,9 % | 1.738.146 $ | +43.255 $ | +2,6 % | |||
| Echo Wealth Management, LLC | 4.050.972 $ | +780.946 $ | +23,9 % | 3.270.026 $ | +547.369 $ | +20,1 % | 2.722.657 $ | -3.933.634 $ | -59,1 % | 6.656.291 $ | -4.707.608 $ | -41,4 % |
| XY Planning Network, Inc. | 5.177.705 $ | -1.467.907 $ | -22,1 % | 6.645.612 $ | +1.961.879 $ | +41,9 % | 4.683.733 $ | -251.476 $ | -5,1 % | 4.935.209 $ | +3.450.867 $ | +232,5 % |
| Integrity Financial Corp /WA | 6.638.154 $ | +547.904 $ | +9,0 % | 6.090.250 $ | -56.246 $ | -0,9 % | 6.146.496 $ | -14.159 $ | -0,2 % | |||
| Leo Wealth, LLC | 6.626.042 $ | +978.225 $ | +17,3 % | 5.647.817 $ | +2.075.947 $ | +58,1 % | ||||||
| Farmers & Merchants Trust Co of Chambersburg PA | 6.620.000 $ | +917.000 $ | +16,1 % | 5.703.000 $ | +544.000 $ | +10,5 % | 5.159.000 $ | +2.594.000 $ | +101,1 % | 2.565.000 $ | +1.000 $ | +0,0 % |
| Shum Financial Group, Inc. | 6.606.520 $ | +1.626.638 $ | +32,7 % | 4.979.882 $ | +730.803 $ | +17,2 % | 4.249.079 $ | +148.251 $ | +3,6 % | 4.100.828 $ | +185.210 $ | +4,7 % |
| INSPIRION WEALTH ADVISORS, LLC | 5.687.444 $ | +11.884 $ | +0,2 % | 5.675.560 $ | -630.556 $ | -10,0 % | 6.306.116 $ | -291.688 $ | -4,4 % | 6.597.804 $ | -1.071.743 $ | -14,0 % |
| STACKSTONE WEALTH, LLC | 6.588.060 $ | |||||||||||
| Estate Counselors, LLC | 1.213.932 $ | -5.361.872 $ | -81,5 % | 6.575.804 $ | ||||||||
| L & S Advisors Inc | 5.953.125 $ | -621.891 $ | -9,5 % | 6.575.016 $ | +1.208.721 $ | +22,5 % | 5.366.295 $ | +268.772 $ | +5,3 % | |||
| Graney & King, LLC | 6.564.642 $ | +1.527.995 $ | +30,3 % | 5.036.647 $ | +644.815 $ | +14,7 % | 4.391.832 $ | +3.002.482 $ | +216,1 % | |||
| Note Advisors, LLC | 6.563.420 $ | +533.741 $ | +8,9 % | 6.029.679 $ | +3.847.496 $ | +176,3 % | 2.182.183 $ | -743.171 $ | -25,4 % | |||
| Berger Financial Group, Inc | 6.563.360 $ | +592.718 $ | +9,9 % | 5.970.642 $ | +802.071 $ | +15,5 % | 5.168.571 $ | -2.314.568 $ | -30,9 % | |||
| Rossby Financial, LCC | 6.554.330 $ | +1.576.555 $ | +31,7 % | 4.977.775 $ | +3.226.732 $ | +184,3 % | 1.751.043 $ | +97.898 $ | +5,9 % | |||
| Raab & Moskowitz Asset Management LLC | 6.552.077 $ | +1.544.956 $ | +30,9 % | 5.007.121 $ | +36.716 $ | +0,7 % | 4.970.405 $ | -66.184 $ | -1,3 % | |||
| L2 Asset Management, LLC | 3.456.186 $ | -3.089.489 $ | -47,2 % | 6.545.675 $ | +5.259.149 $ | +408,8 % | 1.286.526 $ | +793.582 $ | +161,0 % | |||
| Solutions 4 Wealth, Ltd | 6.520.560 $ | +941.071 $ | +16,9 % | 5.579.489 $ | +338.735 $ | +6,5 % | 5.240.754 $ | +665.801 $ | +14,6 % | |||
| Grant Street Asset Management, Inc. | 6.520.491 $ | +975.910 $ | +17,6 % | 5.544.581 $ | +174.092 $ | +3,2 % | 5.370.489 $ | +47.532 $ | +0,9 % | |||
| Parkside Financial Bank & Trust | 6.519.973 $ | +781.792 $ | +13,6 % | 5.738.181 $ | +454.562 $ | +8,6 % | 5.283.619 $ | +134.700 $ | +2,6 % | |||
| Marshall Financial Group, LLC | 6.504.755 $ | +557.751 $ | +9,4 % | 5.947.004 $ | -240.843 $ | -3,9 % | 6.187.847 $ | +141.996 $ | +2,3 % | |||
| Headlands Technologies LLC | 6.159.451 $ | +4.141.849 $ | +205,3 % | 2.017.602 $ | -4.484.321 $ | -69,0 % | 6.501.923 $ | +3.898.033 $ | +149,7 % | |||
| Bank of New Hampshire | 3.082.983 $ | +542.639 $ | +21,4 % | 2.540.344 $ | -902.004 $ | -26,2 % | 3.442.348 $ | -3.051.364 $ | -47,0 % | 6.493.712 $ | -404.368 $ | -5,9 % |
| CMC Financial Group | 5.693.357 $ | -423.776 $ | -6,9 % | 6.117.133 $ | -373.129 $ | -5,7 % | 6.490.262 $ | -9.387.975 $ | -59,1 % | |||
| Prairie Wealth Advisors, Inc. | 6.486.236 $ | +4.393.538 $ | +209,9 % | 2.092.698 $ | +203.529 $ | +10,8 % | ||||||
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 6.482.206 $ | +3.840.541 $ | +145,4 % | 2.641.665 $ | -376.885 $ | -12,5 % | 3.018.550 $ | -1.069.484 $ | -26,2 % | |||
| Sargent Investment Group, LLC | 6.481.279 $ | +645.632 $ | +11,1 % | 5.835.647 $ | +316.440 $ | +5,7 % | 5.519.207 $ | +145.865 $ | +2,7 % | |||
| Destiny Wealth Partners, LLC | 6.224.442 $ | -241.856 $ | -3,7 % | 6.466.298 $ | +43.835 $ | +0,7 % | 6.422.463 $ | -7.280.038 $ | -53,1 % | |||
| VeraBank, N.A. | 3.569.932 $ | -2.382.984 $ | -40,0 % | 5.952.916 $ | -502.360 $ | -7,8 % | 6.455.276 $ | -1.671.200 $ | -20,6 % | |||
| Advus Financial Partners, LLC | 6.447.738 $ | +207.668 $ | +3,3 % | 6.240.070 $ | +1.207.972 $ | +24,0 % | 5.032.098 $ | +523.466 $ | +11,6 % | 4.508.632 $ | +303.808 $ | +7,2 % |
| GFS Advisors, LLC | 6.443.714 $ | +3.854.572 $ | +148,9 % | 2.589.142 $ | -93.124 $ | -3,5 % | 2.682.266 $ | |||||
| PURSUE WEALTH PARTNERS LLC | 6.441.975 $ | +498.975 $ | +8,4 % | 5.943.000 $ | +2.536.000 $ | +74,4 % | 3.407.000 $ | +10.164 $ | +0,3 % | |||
| WEALTHSPAN PARTNERS, LLC | 6.419.212 $ | +843.973 $ | +15,1 % | 5.575.239 $ | +190.027 $ | +3,5 % | 5.385.212 $ | +532.878 $ | +11,0 % | |||
| COLUMBIA ADVISORY PARTNERS LLC | 6.405.351 $ | +1.029.434 $ | +19,1 % | 5.375.917 $ | -85.324 $ | -1,6 % | 5.461.241 $ | -421.008 $ | -7,2 % | 5.882.249 $ | -1.016.780 $ | -14,7 % |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6.401.544 $ | +5.547.525 $ | +649,6 % | 854.019 $ | -317.222 $ | -27,1 % | 1.171.241 $ | |||||
| Boulder Wealth Advisors, LLC | 6.398.788 $ | |||||||||||
| Shelter Mutual Insurance Co | 6.388.124 $ | +1.009.422 $ | +18,8 % | 5.378.702 $ | +195.099 $ | +3,8 % | 5.183.603 $ | +100.248 $ | +2,0 % | |||
| Platform Technology Partners | 6.381.124 $ | +1.318.695 $ | +26,0 % | 5.062.429 $ | +703.333 $ | +16,1 % | 4.359.096 $ | +219.706 $ | +5,3 % | |||
| Worth Financial Advisory Group, LLC | 5.074.538 $ | -419.518 $ | -7,6 % | 5.494.056 $ | -879.773 $ | -13,8 % | 6.373.829 $ | +947.963 $ | +17,5 % | |||
| Clarity Asset Management, Inc. | 6.146.041 $ | +66.794 $ | +1,1 % | 6.079.247 $ | -294.299 $ | -4,6 % | 6.373.546 $ | +5.255.642 $ | +470,1 % | 1.117.904 $ | +150.944 $ | +15,6 % |
| Morling Financial Advisors, LLC | 6.373.020 $ | +1.009.365 $ | +18,8 % | 5.363.655 $ | -83.270 $ | -1,5 % | 5.446.925 $ | +114.114 $ | +2,1 % | |||
| Integrated Capital Management, LLC | 6.367.312 $ | +435.311 $ | +7,3 % | 5.932.001 $ | +132.856 $ | +2,3 % | 5.799.145 $ | +10.331 $ | +0,2 % | |||
| Campbell Deegan Wealth Management, LLC | 6.358.419 $ | +496.624 $ | +8,5 % | 5.861.795 $ | +239.842 $ | +4,3 % | 5.621.953 $ | +632.111 $ | +12,7 % | |||
| Vision Capital Management, Inc. | 6.266.221 $ | -69.529 $ | -1,1 % | 6.335.750 $ | +560.659 $ | +9,7 % | 5.775.091 $ | -28.460 $ | -0,5 % | 5.803.551 $ | -88.284 $ | -1,5 % |
| Integras Partners LLC | 6.331.979 $ | +1.008.173 $ | +18,9 % | 5.323.806 $ | +67.607 $ | +1,3 % | 5.256.199 $ | +20.563 $ | +0,4 % | |||
| Midwestern Financial, LLC /IA | 6.328.716 $ | +786.555 $ | +14,2 % | 5.542.161 $ | +1.389.005 $ | +33,4 % | 4.153.156 $ | +431.660 $ | +11,6 % | |||
| FOCUS Wealth Advisors, LLC | 6.326.135 $ | +39.139 $ | +0,6 % | 6.286.996 $ | +504.491 $ | +8,7 % | 5.782.505 $ | -382.788 $ | -6,2 % | 6.165.293 $ | -77.850 $ | -1,2 % |
| PACIFIC FINANCIAL GROUP INC | 6.318.630 $ | +1.597.409 $ | +33,8 % | 4.721.221 $ | +493.047 $ | +11,7 % | 4.228.174 $ | +3.999.834 $ | +1.751,7 % | |||
| Wrenne Financial Planning LLC | 6.286.417 $ | +681.392 $ | +12,2 % | 5.605.025 $ | -6.342 $ | -0,1 % | ||||||
| BALYASNY ASSET MANAGEMENT L.P. | 6.275.335 $ | |||||||||||
| Stone Summit Wealth LLC | 6.266.639 $ | +181.189 $ | +3,0 % | 6.085.450 $ | +933.368 $ | +18,1 % | 5.152.082 $ | +149.971 $ | +3,0 % | 5.002.111 $ | -244.341 $ | -4,7 % |
| Keystone Financial Services, LLC | 6.203.626 $ | +17.693 $ | +0,3 % | 6.185.933 $ | -77.068 $ | -1,2 % | 6.263.001 $ | +126.003 $ | +2,1 % | |||
| HOWARD WEALTH MANAGEMENT, LLC | 5.844.765 $ | -357.134 $ | -5,8 % | 6.201.899 $ | -60.878 $ | -1,0 % | 6.262.777 $ | -5.157.097 $ | -45,2 % | |||
| Shared Vision Wealth Group LLC | 4.685.745 $ | -1.100.888 $ | -19,0 % | 5.786.633 $ | -475.370 $ | -7,6 % | 6.262.003 $ | +1.387.395 $ | +28,5 % | |||
| Empirical Asset Management, LLC | 6.257.078 $ | +1.094.173 $ | +21,2 % | 5.162.905 $ | -503.078 $ | -8,9 % | 5.665.983 $ | +42.711 $ | +0,8 % | |||
| Occidental Asset Management, LLC | 6.248.662 $ | +643.106 $ | +11,5 % | 5.605.556 $ | -11.018 $ | -0,2 % | 5.616.574 $ | +184.222 $ | +3,4 % | |||
| J. R. Prunier Capital Management LLC | 6.235.332 $ | +392.540 $ | +6,7 % | 5.842.792 $ | ||||||||
| HERBST GROUP, LLC | 309.720 $ | -5.919.251 $ | -95,0 % | 6.228.971 $ | +2.247.922 $ | +56,5 % | 3.981.049 $ | -1.753.971 $ | -30,6 % | 5.735.020 $ | -2.615.149 $ | -31,3 % |
| Diversified Enterprises, LLC | 6.223.427 $ | +115.733 $ | +1,9 % | 6.107.694 $ | +840.959 $ | +16,0 % | 5.266.735 $ | +119.390 $ | +2,3 % | 5.147.345 $ | +430.133 $ | +9,1 % |
| Red Wave Investments LLC | 6.215.768 $ | +959.996 $ | +18,3 % | 5.255.772 $ | -311.879 $ | -5,6 % | 5.567.651 $ | -78.150 $ | -1,4 % | |||
| Rinkey Investments | 6.209.703 $ | +565.457 $ | +10,0 % | 5.644.246 $ | -174.412 $ | -3,0 % | 5.818.658 $ | -175.023 $ | -2,9 % | |||
| Financial Perspectives, Inc | 6.145.753 $ | +653.526 $ | +11,9 % | 5.492.227 $ | -712.724 $ | -11,5 % | 6.204.951 $ | +176.026 $ | +2,9 % | |||
| FFG RETIREMENT ADVISORS LLC | 2.674.403 $ | -1.061.335 $ | -28,4 % | 3.735.738 $ | -2.465.215 $ | -39,8 % | 6.200.953 $ | +1.093.267 $ | +21,4 % | 5.107.686 $ | -358.130 $ | -6,6 % |
| DRAVO BAY LLC | 6.200.023 $ | +962.217 $ | +18,4 % | 5.237.806 $ | +219.964 $ | +4,4 % | 5.017.842 $ | +100.106 $ | +2,0 % | |||
| Vericrest Private Wealth | 5.238.765 $ | -293.871 $ | -5,3 % | 5.532.636 $ | -590.788 $ | -9,6 % | 6.123.424 $ | -42.851 $ | -0,7 % | 6.166.275 $ | ||
| Winthrop Capital Management, LLC | 6.166.000 $ | +571.000 $ | +10,2 % | 5.595.000 $ | +530.000 $ | +10,5 % | 5.065.000 $ | -114.000 $ | -2,2 % | |||
| QP WEALTH MANAGEMENT, LLC | 3.443.214 $ | -720.495 $ | -17,3 % | 4.163.709 $ | +318.571 $ | +8,3 % | 3.845.138 $ | -2.311.044 $ | -37,5 % | 6.156.182 $ | ||
| Heritage Trust Co | 6.153.015 $ | +349.659 $ | +6,0 % | 5.803.356 $ | +121.706 $ | +2,1 % | 5.681.650 $ | -849.228 $ | -13,0 % | |||
| Lionsbridge Wealth Management LLC | 2.351.159 $ | -7.685 $ | -0,3 % | 2.358.844 $ | -3.792.804 $ | -61,7 % | 6.151.648 $ | -1.786.476 $ | -22,5 % | |||
| MCDONALD PARTNERS LLC | 6.146.422 $ | +904.068 $ | +17,2 % | 5.242.354 $ | +70.044 $ | +1,4 % | 5.172.310 $ | +599.436 $ | +13,1 % | |||
| TCP Asset Management, LLC | 5.759.601 $ | -373.144 $ | -6,1 % | 6.132.745 $ | +746.714 $ | +13,9 % | 5.386.031 $ | +4.442.926 $ | +471,1 % | 943.105 $ | -13.753 $ | -1,4 % |
| Ring Mountain Capital, LLC | 6.132.284 $ | +184.790 $ | +3,1 % | 5.947.494 $ | +461.494 $ | +8,4 % | 5.486.000 $ | +89.000 $ | +1,6 % | 5.397.000 $ | +167.000 $ | +3,2 % |
| Tanglewood Wealth Management, Inc. | 6.126.407 $ | +906.493 $ | +17,4 % | 5.219.914 $ | -525.445 $ | -9,1 % | 5.745.359 $ | +361.169 $ | +6,7 % | |||
| TFO Wealth Partners, LLC | 6.125.295 $ | +694.922 $ | +12,8 % | 5.430.373 $ | +850.627 $ | +18,6 % | 4.579.746 $ | +286.979 $ | +6,7 % | |||
| Safe Harbor Fiduciary, LLC | 5.935.827 $ | -187.353 $ | -3,1 % | 6.123.180 $ | +396.498 $ | +6,9 % | 5.726.682 $ | |||||
| Tailwinds Wealth, LLC | 714.280 $ | +465.047 $ | +186,6 % | 249.233 $ | -5.862.667 $ | -95,9 % | 6.111.900 $ | |||||
| Mattern Wealth Management LLC | 6.110.941 $ | +1.695.695 $ | +38,4 % | 4.415.246 $ | -420.041 $ | -8,7 % | 4.835.287 $ | +151.365 $ | +3,2 % | |||
| Tacita Capital Inc | 6.096.858 $ | +660.124 $ | +12,1 % | 5.436.734 $ | -11.850 $ | -0,2 % | 5.448.584 $ | +118.622 $ | +2,2 % | |||
| BAM Wealth Management, LLC | 6.092.241 $ | +860.308 $ | +16,4 % | 5.231.933 $ | +1.701.172 $ | +48,2 % | 3.530.761 $ | +1.392.482 $ | +65,1 % | 2.138.279 $ | +1.396.385 $ | +188,2 % |
| Integrated Financial Solutions, Inc. | 6.089.137 $ | +655.676 $ | +12,1 % | 5.433.461 $ | +936.202 $ | +20,8 % | 4.497.259 $ | +370.557 $ | +9,0 % | 4.126.702 $ | +1.026.473 $ | +33,1 % |
| Diversified Trust Co | 5.607.521 $ | +318.184 $ | +6,0 % | 5.289.337 $ | -792.982 $ | -13,0 % | 6.082.319 $ | +1.963.794 $ | +47,7 % | |||
| Vantage Financial Partners, LLC | 6.066.236 $ | +361.673 $ | +6,3 % | |||||||||
| HAZLETT, BURT & WATSON, INC. | 6.052.000 $ | +1.024.000 $ | +20,4 % | 5.028.000 $ | +938.000 $ | +22,9 % | 4.090.000 $ | +641.000 $ | +18,6 % | |||
| First Pacific Financial | 6.042.210 $ | +5.911.173 $ | +4.511,1 % | 131.037 $ | +7.078 $ | +5,7 % | 123.959 $ | -153 $ | -0,1 % | 124.112 $ | +5.381 $ | +4,5 % |
| Plancorp, LLC | 6.041.893 $ | +459.621 $ | +8,2 % | 5.582.272 $ | -1.039 $ | -0,0 % | 5.583.311 $ | +295.901 $ | +5,6 % | |||
| Portfolio Resources Advisor Group, Inc. | 2.149.596 $ | -1.375.333 $ | -39,0 % | 3.524.929 $ | -1.956.219 $ | -35,7 % | 5.481.148 $ | -556.170 $ | -9,2 % | 6.037.318 $ | ||
| CVS HEALTH Corp | 4.981.145 $ | -1.050.190 $ | -17,4 % | 6.031.335 $ | +1.048.220 $ | +21,0 % | 4.983.115 $ | |||||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 6.018.919 $ | +299.276 $ | +5,2 % | 5.719.643 $ | +476.643 $ | +9,1 % | 5.243.000 $ | -156.971 $ | -2,9 % | 5.399.971 $ | ||
| Thrive Capital Management, LLC | 4.859.215 $ | -1.148.176 $ | -19,1 % | 6.007.391 $ | +1.646.015 $ | +37,7 % | 4.361.376 $ | -1.258.386 $ | -22,4 % | |||
| Transcendent Capital Group LLC | 5.975.318 $ | +507.208 $ | +9,3 % | 5.468.110 $ | -287.703 $ | -5,0 % | 5.755.813 $ | +47.616 $ | +0,8 % | |||
| Root Financial Partners, LLC | 5.965.729 $ | +1.275.206 $ | +27,2 % | 4.690.523 $ | -277.209 $ | -5,6 % | 4.967.732 $ | +243.051 $ | +5,1 % | 4.724.681 $ | -812.337 $ | -14,7 % |
| Canopy Partners, LLC | 5.955.285 $ | +1.025.425 $ | +20,8 % | 4.929.860 $ | +108.371 $ | +2,2 % | 4.821.489 $ | +105.111 $ | +2,2 % | |||
| DEBUSSY CAPITAL MANAGEMENT LP | 5.951.085 $ | +1.044.187 $ | +21,3 % | 4.906.898 $ | +853.906 $ | +21,1 % | ||||||
| Axos Invest Inc. | 5.933.334 $ | -15.550 $ | -0,3 % | 5.948.884 $ | +1.004.643 $ | +20,3 % | 4.944.241 $ | +515.173 $ | +11,6 % | 4.429.068 $ | +1.982.936 $ | +81,1 % |
| Churchill Financial Advisors, LLC | 5.947.017 $ | +98.880 $ | +1,7 % | 5.848.137 $ | +1.276.570 $ | +27,9 % | 4.571.567 $ | +314.432 $ | +7,4 % | 4.257.135 $ | ||
| Nolet Wealth Management, LLC | 1.666.622 $ | -540.145 $ | -24,5 % | 2.206.767 $ | -754.599 $ | -25,5 % | 2.961.366 $ | -2.979.328 $ | -50,2 % | 5.940.694 $ | ||
| SFG Wealth Management, LLC. | 5.930.327 $ | +1.219.487 $ | +25,9 % | 4.710.840 $ | -546.044 $ | -10,4 % | 5.256.884 $ | +734.973 $ | +16,3 % | |||
| Gradient Capital Advisors, LLC | 5.923.007 $ | +191.045 $ | +3,3 % | 5.731.962 $ | +240.070 $ | +4,4 % | 5.491.892 $ | -358.897 $ | -6,1 % | 5.850.789 $ | -555.426 $ | -8,7 % |
| Park Edge Advisors, LLC | 5.919.854 $ | +3.386.094 $ | +133,6 % | 2.533.760 $ | +129.412 $ | +5,4 % | 2.404.348 $ | -1.544.756 $ | -39,1 % | |||
| Baker Avenue Asset Management, LP | 2.647.049 $ | -3.265.130 $ | -55,2 % | 5.912.179 $ | +494.112 $ | +9,1 % | 5.418.067 $ | -1.411.569 $ | -20,7 % | |||
| Smith Salley Wealth Management | 5.911.322 $ | +848.429 $ | +16,8 % | 5.062.893 $ | +408.158 $ | +8,8 % | 4.654.735 $ | -222.990 $ | -4,6 % | |||
| S. R. Schill & Associates | 5.834.187 $ | -74.459 $ | -1,3 % | 5.908.646 $ | +652.983 $ | +12,4 % | 5.255.663 $ | |||||
| PATTON ALBERTSON MILLER GROUP, LLC | 4.425.582 $ | -1.070.261 $ | -19,5 % | 5.495.843 $ | -397.364 $ | -6,7 % | 5.893.207 $ | -227.774 $ | -3,7 % | |||
| TAGStone Capital, Inc. | 5.886.686 $ | +1.106.846 $ | +23,2 % | 4.779.840 $ | +390.761 $ | +8,9 % | 4.389.079 $ | +296.723 $ | +7,3 % | |||
| O'ROURKE & COMPANY, Inc | 5.870.429 $ | +651.723 $ | +12,5 % | 5.218.706 $ | +212.294 $ | +4,2 % | 5.006.412 $ | +235.439 $ | +4,9 % | |||
| Layline Advisors, LLC | 5.868.002 $ | +1.393.897 $ | +31,2 % | 4.474.105 $ | ||||||||
| RICHARDSON FINANCIAL SERVICES INC. | 5.850.401 $ | +723.862 $ | +14,1 % | 5.126.539 $ | -188.556 $ | -3,5 % | 5.315.095 $ | -352.675 $ | -6,2 % | |||
| King Wealth Management Group | 5.850.000 $ | +1.085.000 $ | +22,8 % | 4.765.000 $ | +286.000 $ | +6,4 % | 4.479.000 $ | +168.000 $ | +3,9 % | |||
| Amitell Capital Pte Ltd | 5.848.504 $ | +1.589.778 $ | +37,3 % | 4.258.726 $ | +2.133.498 $ | +100,4 % | 2.125.228 $ | |||||
| NorthLanding Financial Partners, LLC | 5.577.717 $ | -265.638 $ | -4,5 % | 5.843.355 $ | +981.378 $ | +20,2 % | 4.861.977 $ | -88.517 $ | -1,8 % | 4.950.494 $ | +125.889 $ | +2,6 % |
| Yukon Wealth Management, Inc. | 4.119.604 $ | -1.536.636 $ | -27,2 % | 5.656.240 $ | -183.821 $ | -3,1 % | 5.840.061 $ | +1.948.236 $ | +50,1 % | |||
| Boltwood Capital Management | 5.826.778 $ | +1.321 $ | +0,0 % | 5.825.457 $ | +560.513 $ | +10,6 % | 5.264.944 $ | +78.396 $ | +1,5 % | 5.186.548 $ | -5.149 $ | -0,1 % |
| FFT WEALTH MANAGEMENT LLC | 5.815.466 $ | +2.360.318 $ | +68,3 % | 3.455.148 $ | +1.405.784 $ | +68,6 % | 2.049.364 $ | +63.304 $ | +3,2 % | |||
| Canvas Wealth Advisors, LLC | 5.807.351 $ | +289.942 $ | +5,3 % | 5.517.409 $ | +264.307 $ | +5,0 % | 5.253.102 $ | +534.120 $ | +11,3 % | |||
| Allred Capital Management, LLC | 5.805.453 $ | +275.901 $ | +5,0 % | 5.529.552 $ | +117.314 $ | +2,2 % | 5.412.238 $ | +598.101 $ | +12,4 % | |||
| Flagship Private Wealth, LLC | 5.800.017 $ | +2.143.263 $ | +58,6 % | 3.656.754 $ | +59.126 $ | +1,6 % | 3.597.628 $ | +292.243 $ | +8,8 % | |||
| Private Advisory Group LLC | 5.470.359 $ | -319.526 $ | -5,5 % | 5.789.885 $ | +42.458 $ | +0,7 % | 5.747.427 $ | -7.803.725 $ | -57,6 % | |||
| PROFFITT & GOODSON INC | 5.784.085 $ | +686.345 $ | +13,5 % | 5.097.740 $ | -43.863 $ | -0,9 % | 5.141.603 $ | -197.481 $ | -3,7 % | |||
| Astra Wealth Partners LLC | 5.767.903 $ | +877.380 $ | +17,9 % | 4.890.523 $ | +286.019 $ | +6,2 % | 4.604.504 $ | +258.331 $ | +5,9 % | |||
| TENET WEALTH PARTNERS, LLC | 5.760.213 $ | +1.360.838 $ | +30,9 % | 4.399.375 $ | ||||||||
| Alchemi Wealth, LLC | 5.750.396 $ | +931.633 $ | +19,3 % | 4.818.763 $ | -246.036 $ | -4,9 % | 5.064.799 $ | |||||
| OPTIMA CAPITAL LLC | 5.749.232 $ | +122.955 $ | +2,2 % | 5.626.277 $ | +189.684 $ | +3,5 % | 5.436.593 $ | +1.773.114 $ | +48,4 % | |||
| Wiser Advisor Group LLC | 5.741.622 $ | +974.783 $ | +20,4 % | 4.766.839 $ | +2.088.660 $ | +78,0 % | 2.678.179 $ | +1.070.866 $ | +66,6 % | |||
| VANCE WEALTH, LLC | 5.735.853 $ | +776.756 $ | +15,7 % | 4.959.097 $ | +8.961 $ | +0,2 % | 4.950.136 $ | +9.640 $ | +0,2 % | |||
| Signet Private Wealth LLC | 5.735.106 $ | +2.002.633 $ | +53,7 % | 3.732.473 $ | -386.393 $ | -9,4 % | 4.118.866 $ | |||||
| 2UniFi Bank | 5.732.375 $ | +206.624 $ | +3,7 % | 5.525.751 $ | +257.671 $ | +4,9 % | ||||||
| WARNER FINANCIAL, INC | 5.719.463 $ | +1.825.463 $ | +46,9 % | 3.894.000 $ | -186.000 $ | -4,6 % | 4.080.000 $ | +356.000 $ | +9,6 % | |||
| Resurgent Financial Advisors LLC | 5.708.670 $ | +1.294.652 $ | +29,3 % | 4.414.018 $ | +83.082 $ | +1,9 % | 4.330.936 $ | -90.784 $ | -2,1 % | |||
| Great Diamond Partners, LLC | 2.619.845 $ | -3.078.211 $ | -54,0 % | 5.698.056 $ | +3.326.483 $ | +140,3 % | 2.371.573 $ | -224.205 $ | -8,6 % | 2.595.778 $ | +729.004 $ | +39,1 % |
| GILPIN WEALTH MANAGEMENT, LLC | 5.555.696 $ | -129.860 $ | -2,3 % | 5.685.556 $ | +199.239 $ | +3,6 % | 5.486.317 $ | +111.870 $ | +2,1 % | 5.374.447 $ | ||
| Institute for Wealth Management, LLC. | 2.914.324 $ | -733.648 $ | -20,1 % | 3.647.972 $ | -2.035.204 $ | -35,8 % | 5.683.176 $ | +637.500 $ | +12,6 % | |||
| Genesee Capital Advisors, LLC | 2.476.133 $ | -421.060 $ | -14,5 % | 2.897.193 $ | -2.621.091 $ | -47,5 % | 5.518.284 $ | -133.792 $ | -2,4 % | 5.652.076 $ | -396.403 $ | -6,6 % |
| Addison Advisors LLC | 3.077.748 $ | -2.446.979 $ | -44,3 % | 5.524.727 $ | -124.710 $ | -2,2 % | 5.649.437 $ | -4.081.949 $ | -41,9 % | |||
| Key Capital Management, INC | 5.633.025 $ | +1.913.103 $ | +51,4 % | 3.719.922 $ | +1.733.872 $ | +87,3 % | 1.986.050 $ | |||||
| John W. Brooker & Co., CPAs | 5.633.013 $ | +399.476 $ | +7,6 % | 5.233.537 $ | +527.704 $ | +11,2 % | 4.705.833 $ | -123.796 $ | -2,6 % | 4.829.629 $ | +630.945 $ | +15,0 % |
| Weaver Consulting Group | 5.631.461 $ | +106.242 $ | +1,9 % | 5.525.219 $ | +1.361.289 $ | +32,7 % | 4.163.930 $ | -368.511 $ | -8,1 % | 4.532.441 $ | +215.164 $ | +5,0 % |
| Peregrine Asset Advisers, Inc. | 5.631.013 $ | +187.455 $ | +3,4 % | 5.443.558 $ | -158.406 $ | -2,8 % | 5.601.964 $ | +5.215.730 $ | +1.350,4 % | |||
| Atlatl Advisers LLC | 5.626.398 $ | +4.558.814 $ | +427,0 % | 1.067.584 $ | -957.085 $ | -47,3 % | 2.024.669 $ | +550.439 $ | +37,3 % | |||
| Cypress Capital Group | 5.624.007 $ | +2.857.223 $ | +103,3 % | 2.766.784 $ | -623.173 $ | -18,4 % | 3.389.957 $ | -341.923 $ | -9,2 % | |||
| TritonPoint Partners, LLC | 5.621.814 $ | +1.828.145 $ | +48,2 % | 3.793.669 $ | +852.540 $ | +29,0 % | 2.941.129 $ | |||||
| RHUMBLINE ADVISERS | 5.614.474 $ | +330.499 $ | +6,3 % | 5.283.975 $ | +197.579 $ | +3,9 % | 5.086.396 $ | +1.354.259 $ | +36,3 % | |||
| PANORAMIC INVESTMENT ADVISORS, LLC | 5.610.397 $ | +668.029 $ | +13,5 % | 4.942.368 $ | +102.817 $ | +2,1 % | 4.839.551 $ | +34.647 $ | +0,7 % | |||
| Collier Financial | 5.609.226 $ | +799.539 $ | +16,6 % | 4.809.687 $ | -6.075 $ | -0,1 % | 4.815.762 $ | -317.734 $ | -6,2 % | |||
| Logan Stone Capital, LLC | 5.602.158 $ | +3.418.408 $ | +156,5 % | 2.183.750 $ | ||||||||
| Concord Investment Counsel Inc. | 5.600.372 $ | |||||||||||
| REGATTA CAPITAL GROUP, LLC | 5.584.940 $ | +378.716 $ | +7,3 % | 5.206.224 $ | +128.612 $ | +2,5 % | 5.077.612 $ | -124.134 $ | -2,4 % | |||
| Financial Planning Fort Collins, LLC | 5.313.925 $ | +49.705 $ | +0,9 % | 5.264.220 $ | -317.487 $ | -5,7 % | 5.581.707 $ | +851.648 $ | +18,0 % | 4.730.059 $ | ||
| Mann Financial Group, Inc. | 4.243.849 $ | -1.328.415 $ | -23,8 % | 5.572.264 $ | +855.422 $ | +18,1 % | 4.716.842 $ | -114.303 $ | -2,4 % | 4.831.145 $ | -55.924 $ | -1,1 % |
| Sankala Group LLC | 5.553.326 $ | +1.459.250 $ | +35,6 % | 4.094.076 $ | -327.865 $ | -7,4 % | 4.421.941 $ | |||||
| Junk Investment Group, LLC | 5.543.666 $ | +426.244 $ | +8,3 % | 5.117.422 $ | +651.099 $ | +14,6 % | 4.466.323 $ | |||||
| Montgomery Financial Services LLC | 5.536.842 $ | |||||||||||
| Hartford Financial Management Inc. | 5.536.684 $ | +3.290.180 $ | +146,5 % | 2.246.504 $ | -90.022 $ | -3,9 % | 2.336.526 $ | +79.775 $ | +3,5 % | |||
| Hoxton Planning & Management, LLC | 3.041.689 $ | -1.539.681 $ | -33,6 % | 4.581.370 $ | -799.793 $ | -14,9 % | 5.381.163 $ | -153.482 $ | -2,8 % | 5.534.645 $ | +911.180 $ | +19,7 % |
| RASP WEALTH SOLUTIONS, LLC | 5.532.535 $ | |||||||||||
| Accurate Wealth Management, LLC | 5.517.558 $ | +676.448 $ | +14,0 % | 4.841.110 $ | +424.838 $ | +9,6 % | 4.416.272 $ | +450.708 $ | +11,4 % | 3.965.564 $ | -1.527.586 $ | -27,8 % |
| Parsonex Advisory Services, Inc. | 5.515.946 $ | +1.114.287 $ | +25,3 % | 4.401.659 $ | -546.885 $ | -11,1 % | 4.948.544 $ | +818.574 $ | +19,8 % | |||
| Cedar Mountain Advisors, LLC | 5.511.875 $ | +5.295.105 $ | +2.442,7 % | 216.770 $ | -505.675 $ | -70,0 % | 722.445 $ | +497.383 $ | +221,0 % | 225.062 $ | +1.341 $ | +0,6 % |
| VIAWEALTH, LLC | 5.498.695 $ | +719.720 $ | +15,1 % | 4.778.975 $ | +473.585 $ | +11,0 % | 4.305.390 $ | +753.989 $ | +21,2 % | |||
| Circle Wealth Management, LLC | 5.497.345 $ | +805.444 $ | +17,2 % | 4.691.901 $ | +305.199 $ | +7,0 % | 4.386.702 $ | +103.222 $ | +2,4 % | |||
| WealthPoint Financial, LLC | 3.808.391 $ | +689.120 $ | +22,1 % | 3.119.271 $ | -2.376.460 $ | -43,2 % | 5.495.731 $ | |||||
| Colonial Trust Advisors | 5.477.206 $ | +340 $ | +0,0 % | 5.476.866 $ | -13.719 $ | -0,2 % | 5.490.585 $ | -890.960 $ | -14,0 % | |||
| Castleview Partners, LLC | 4.434.557 $ | -1.018.013 $ | -18,7 % | 5.452.570 $ | +1.206.479 $ | +28,4 % | 4.246.091 $ | -1.244.092 $ | -22,7 % | 5.490.183 $ | -162.794 $ | -2,9 % |
| Migdal Insurance & Financial Holdings Ltd. | 4.535.451 $ | -950.357 $ | -17,3 % | 5.485.808 $ | +61.808 $ | +1,1 % | 5.424.000 $ | +3.753.000 $ | +224,6 % | |||
| J. Team Financial, Inc. | 5.482.612 $ | +623.679 $ | +12,8 % | 4.858.933 $ | -501.083 $ | -9,3 % | 5.360.016 $ | +134.644 $ | +2,6 % | |||
| NOVARE CAPITAL MANAGEMENT LLC | 4.832.974 $ | +278.578 $ | +6,1 % | 4.554.396 $ | -926.962 $ | -16,9 % | 5.481.358 $ | -221.752 $ | -3,9 % | |||
| Chevy Chase Trust Holdings, LLC | 5.478.670 $ | +1.532.564 $ | +38,8 % | 3.946.106 $ | +1.031.464 $ | +35,4 % | 2.914.642 $ | |||||
| Snider Financial Group | 5.472.094 $ | +253.323 $ | +4,9 % | 5.218.771 $ | +520.311 $ | +11,1 % | 4.698.460 $ | +6.221 $ | +0,1 % | 4.692.239 $ | +381.068 $ | +8,8 % |
| DecisionMap Wealth Management, LLC | 5.463.875 $ | +974.041 $ | +21,7 % | 4.489.834 $ | -43.275 $ | -1,0 % | 4.533.109 $ | +302.027 $ | +7,1 % | |||
| Nova R Wealth, Inc. | 5.463.581 $ | +837.965 $ | +18,1 % | 4.625.616 $ | -79.171 $ | -1,7 % | 4.704.787 $ | -160.211 $ | -3,3 % | |||
| TPG Advisors LLC | 5.461.446 $ | +505.744 $ | +10,2 % | 4.955.702 $ | +686.920 $ | +16,1 % | 4.268.782 $ | -68.350 $ | -1,6 % | 4.337.132 $ | +138.556 $ | +3,3 % |
| Scissortail Wealth Management, LLC | 3.529.515 $ | -788.745 $ | -18,3 % | 4.318.260 $ | -1.135.021 $ | -20,8 % | 5.453.281 $ | -165.447 $ | -2,9 % | |||
| Global Financial Private Client, LLC | 5.449.149 $ | +103.570 $ | +1,9 % | 5.345.579 $ | +610.708 $ | +12,9 % | 4.734.871 $ | +192.386 $ | +4,2 % | 4.542.485 $ | -414.124 $ | -8,4 % |
| CURTIS WEALTH MANAGEMENT LLC | 3.796.344 $ | +137.963 $ | +3,8 % | 3.658.381 $ | -1.780.421 $ | -32,7 % | 5.438.802 $ | |||||
| Family Legacy, Inc. | 5.241.592 $ | -188.809 $ | -3,5 % | 5.430.401 $ | +14.951 $ | +0,3 % | 5.415.450 $ | -7.516 $ | -0,1 % | 5.422.966 $ | +5.886 $ | +0,1 % |
| BG Investment Services, LLC | 3.907.196 $ | -1.517.182 $ | -28,0 % | 5.424.378 $ | +2.256.074 $ | +71,2 % | 3.168.304 $ | -1.582.248 $ | -33,3 % | |||
| CASCADE INVESTMENT GROUP, INC. | 5.418.402 $ | +284.961 $ | +5,6 % | 5.133.441 $ | +139.135 $ | +2,8 % | 4.994.306 $ | +355.837 $ | +7,7 % | 4.638.469 $ | -127.672 $ | -2,7 % |
| SECURED RETIREMENT ADVISORS, LLC | 5.111.670 $ | -86.089 $ | -1,7 % | 5.197.759 $ | -209.734 $ | -3,9 % | 5.407.493 $ | -369.581 $ | -6,4 % | |||
| NVWM, LLC | 2.917.070 $ | -15.777 $ | -0,5 % | 2.932.847 $ | -2.291.412 $ | -43,9 % | 5.224.259 $ | -183.016 $ | -3,4 % | 5.407.275 $ | +155.097 $ | +3,0 % |
| Stillwater Wealth Management Group | 5.405.683 $ | +1.507.609 $ | +38,7 % | 3.898.074 $ | +0 $ | +0,0 % | 3.898.074 $ | -994.970 $ | -20,3 % | 4.893.044 $ | +99.451 $ | +2,1 % |
| White Pine Investment CO | 5.167.000 $ | -234.000 $ | -4,3 % | 5.401.000 $ | +470.000 $ | +9,5 % | 4.931.000 $ | -197.000 $ | -3,8 % | 5.128.000 $ | -239.000 $ | -4,5 % |
| PMG Family Office LLC | 5.385.365 $ | +249 $ | +0,0 % | 5.385.116 $ | +452.502 $ | +9,2 % | 4.932.614 $ | +77.382 $ | +1,6 % | 4.855.232 $ | +17.418 $ | +0,4 % |
| STUDIO INVESTMENT MANAGEMENT LLC | 5.136.472 $ | -247.144 $ | -4,6 % | 5.383.616 $ | +374.830 $ | +7,5 % | 5.008.786 $ | +1.698.899 $ | +51,3 % | 3.309.887 $ | +82.668 $ | +2,6 % |
| Live Oak Investment Partners | 5.376.715 $ | +918.251 $ | +20,6 % | 4.458.464 $ | -461.798 $ | -9,4 % | 4.920.262 $ | +4.070.737 $ | +479,2 % | |||
| Sage Capital Management, LLC | 5.371.163 $ | +525.396 $ | +10,8 % | 4.845.767 $ | -258.800 $ | -5,1 % | 5.104.567 $ | +447.578 $ | +9,6 % | 4.656.989 $ | +490.746 $ | +11,8 % |
| CYPRESS FINANCIAL PLANNING LLC | 5.362.480 $ | +96.407 $ | +1,8 % | 5.266.073 $ | +1.269.747 $ | +31,8 % | 3.996.326 $ | +108.793 $ | +2,8 % | 3.887.533 $ | +271.887 $ | +7,5 % |
| Boston Partners | 4.877.635 $ | -480.365 $ | -9,0 % | 5.358.000 $ | +467.533 $ | +9,6 % | 4.890.467 $ | +355.899 $ | +7,8 % | |||
| Legacy Wealth Partners, LLC | 5.339.792 $ | +69.919 $ | +1,3 % | 5.269.873 $ | +808.184 $ | +18,1 % | 4.461.689 $ | +316.984 $ | +7,6 % | 4.144.705 $ | ||
| Counterweight Ventures, LLC | 5.320.015 $ | +3.203.404 $ | +151,3 % | 2.116.611 $ | ||||||||
| Willis Johnson & Associates, Inc. | 5.310.432 $ | +178.958 $ | +3,5 % | 5.131.474 $ | -77.668 $ | -1,5 % | 5.209.142 $ | +39.121 $ | +0,8 % | |||
| Minot DeBlois Advisors LLC | 5.301.724 $ | +842.428 $ | +18,9 % | 4.459.296 $ | +109.453 $ | +2,5 % | 4.349.843 $ | -34.551 $ | -0,8 % | |||
| Realta Investment Advisors | 5.088.939 $ | -210.336 $ | -4,0 % | 5.299.275 $ | +1.490.340 $ | +39,1 % | 3.808.935 $ | +65.944 $ | +1,8 % | 3.742.991 $ | +394.459 $ | +11,8 % |
| Fortis Capital Management LLC | 5.290.627 $ | +585.288 $ | +12,4 % | 4.705.339 $ | +876.991 $ | +22,9 % | 3.828.348 $ | +43.193 $ | +1,1 % | |||
| Oregon Pacific Wealth Management, LLC | 4.061.090 $ | -1.228.839 $ | -23,2 % | 5.289.929 $ | +542.811 $ | +11,4 % | 4.747.118 $ | +33.068 $ | +0,7 % | 4.714.050 $ | -1.113.085 $ | -19,1 % |
| Treasure Coast Financial Planning | 5.242.198 $ | -21.623 $ | -0,4 % | 5.263.821 $ | -25.959 $ | -0,5 % | 5.289.780 $ | +76.663 $ | +1,5 % | |||
| Cravens & Co Advisors, LLC | 4.112.610 $ | -477.578 $ | -10,4 % | 4.590.188 $ | -653.261 $ | -12,5 % | 5.243.449 $ | -45.202 $ | -0,9 % | 5.288.651 $ | ||
| Vantus Wealth LLC | 5.272.048 $ | +155.242 $ | +3,0 % | 5.116.806 $ | ||||||||
| GRAND WEALTH MANAGEMENT, LLC | 5.259.512 $ | +722.414 $ | +15,9 % | 4.537.098 $ | -195.324 $ | -4,1 % | 4.732.422 $ | +83.348 $ | +1,8 % | |||
| Syntegra Private Wealth Group, LLC | 4.318.978 $ | -469.461 $ | -9,8 % | 4.788.439 $ | +180.103 $ | +3,9 % | 4.608.336 $ | -641.228 $ | -12,2 % | 5.249.564 $ | +186.638 $ | +3,7 % |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 5.244.034 $ | +331.028 $ | +6,7 % | 4.913.006 $ | -63.686 $ | -1,3 % | 4.976.692 $ | +162.455 $ | +3,4 % | |||
| Whalen Wealth Management Inc. | 3.157.164 $ | -2.084.501 $ | -39,8 % | 5.241.665 $ | +236.311 $ | +4,7 % | 5.005.354 $ | +1.281.778 $ | +34,4 % | 3.723.576 $ | ||
| Auxano Advisors, LLC | 5.238.018 $ | +451.329 $ | +9,4 % | 4.786.689 $ | +1.157.966 $ | +31,9 % | 3.628.723 $ | +43.151 $ | +1,2 % | |||
| Arsenal Capital Advisors LLC | 5.226.836 $ | +1.334.960 $ | +34,3 % | 3.891.876 $ | +467.666 $ | +13,7 % | 3.424.210 $ | |||||
| Rothschild & Co Wealth Management UK Ltd | 2.161.697 $ | -352.663 $ | -14,0 % | 2.514.360 $ | -1.873.543 $ | -42,7 % | 4.387.903 $ | -835.158 $ | -16,0 % | 5.223.061 $ | +2.082.566 $ | +66,3 % |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.217.213 $ | -199.104 $ | -3,7 % | |||||||||
| BigSur Wealth Management LLC | 4.760.443 $ | -454.638 $ | -8,7 % | 5.215.081 $ | +349.262 $ | +7,2 % | 4.865.819 $ | +888.089 $ | +22,3 % | 3.977.730 $ | +413.667 $ | +11,6 % |
| WESCAP Management Group, Inc. | 5.213.113 $ | +664.833 $ | +14,6 % | 4.548.280 $ | +2.603 $ | +0,1 % | 4.545.677 $ | +58.116 $ | +1,3 % | |||
| Red Mountain Financial, LLC | 5.212.358 $ | +966.021 $ | +22,7 % | 4.246.337 $ | +68.968 $ | +1,7 % | 4.177.369 $ | +159.830 $ | +4,0 % | |||
| Essex Bank | 5.205.874 $ | +1.452.651 $ | +38,7 % | 3.753.223 $ | +470.636 $ | +14,3 % | 3.282.587 $ | +86.338 $ | +2,7 % | 3.196.249 $ | -61.908 $ | -1,9 % |
| Russell Investments Group, Ltd. | 5.177.794 $ | +1.238.227 $ | +31,4 % | 3.939.567 $ | -294.273 $ | -7,0 % | 4.233.840 $ | -13.375.628 $ | -76,0 % | |||
| INTRUST BANK NA | 5.174.582 $ | +427.900 $ | +9,0 % | 4.746.682 $ | +889.492 $ | +23,1 % | 3.857.190 $ | +113.280 $ | +3,0 % | |||
| PROMETHIUM ADVISORS,LLC | 5.158.222 $ | +485.099 $ | +10,4 % | 4.673.123 $ | +258.716 $ | +5,9 % | 4.414.407 $ | +300.857 $ | +7,3 % | 4.113.550 $ | +590.301 $ | +16,8 % |
| New Hampshire Trust | 4.855.559 $ | -299.243 $ | -5,8 % | 5.154.802 $ | +673.783 $ | +15,0 % | 4.481.019 $ | +135.919 $ | +3,1 % | 4.345.100 $ | -499.559 $ | -10,3 % |
| Elevation Wealth Management LLC | 5.143.025 $ | +350.276 $ | +7,3 % | 4.792.749 $ | +405.560 $ | +9,2 % | 4.387.189 $ | |||||
| Leslie Global Wealth, LLC | 4.996.074 $ | -134.832 $ | -2,6 % | 5.130.906 $ | +1.141.945 $ | +28,6 % | 3.988.961 $ | -17.835 $ | -0,4 % | |||
| Faithward Advisors, LLC | 5.121.062 $ | +3.626.280 $ | +242,6 % | 1.494.782 $ | -119.856 $ | -7,4 % | 1.614.638 $ | +202.363 $ | +14,3 % | |||
| Retirement Wealth Solutions LLC | 4.392.177 $ | -728.066 $ | -14,2 % | 5.120.243 $ | +32.572 $ | +0,6 % | 5.087.671 $ | +332.063 $ | +7,0 % | 4.755.608 $ | +964.876 $ | +25,5 % |
| ARMSTRONG ADVISORY GROUP, INC | 5.111.060 $ | -7.061 $ | -0,1 % | 5.118.121 $ | +1.679.805 $ | +48,9 % | 3.438.316 $ | -219.154 $ | -6,0 % | 3.657.470 $ | +443.488 $ | +13,8 % |
| Center For Asset Management LLC | 4.728.609 $ | -382.837 $ | -7,5 % | 5.111.446 $ | +710.551 $ | +16,1 % | 4.400.895 $ | +955.503 $ | +27,7 % | 3.445.392 $ | +1.111.539 $ | +47,6 % |
| Collaborative Wealth Managment Inc. | 5.111.308 $ | +740.412 $ | +16,9 % | 4.370.896 $ | +377.206 $ | +9,4 % | 3.993.690 $ | +636.887 $ | +19,0 % | |||
| FOCUSED ALPHA, LLC | 5.109.662 $ | +183.553 $ | +3,7 % | 4.926.109 $ | +964.055 $ | +24,3 % | 3.962.054 $ | +125.119 $ | +3,3 % | 3.836.935 $ | ||
| BALANCED WEALTH GROUP LLC | 4.926.672 $ | -150.364 $ | -3,0 % | 5.077.036 $ | -31.057 $ | -0,6 % | 5.108.093 $ | +59.674 $ | +1,2 % | |||
| Coordinated Financial Services, Inc. | 4.978.182 $ | -125.388 $ | -2,5 % | 5.103.570 $ | -591.056 $ | -10,4 % | ||||||
| LITTLEJOHN FINANCIAL SERVICES, INC. | 5.099.323 $ | +509.041 $ | +11,1 % | 4.590.282 $ | -400.081 $ | -8,0 % | 4.990.363 $ | +302.817 $ | +6,5 % | |||
| WELLINGTON-ALTUS USA INC. | 3.802.350 $ | -1.293.434 $ | -25,4 % | 5.095.784 $ | +2.753.396 $ | +117,5 % | 2.342.388 $ | |||||
| North Forty Two & Co. | 4.567.588 $ | -78.820 $ | -1,7 % | 4.646.408 $ | -59.245 $ | -1,3 % | 4.705.653 $ | -372.258 $ | -7,3 % | 5.077.911 $ | -181.198 $ | -3,4 % |
| Roehl & Yi Investment Advisors, LLC | 5.063.707 $ | +2.507.406 $ | +98,1 % | 2.556.301 $ | +822.085 $ | +47,4 % | 1.734.216 $ | +343.584 $ | +24,7 % | |||
| CAPITAL MANAGEMENT CORP /VA | 5.056.009 $ | +593.300 $ | +13,3 % | 4.462.709 $ | +637.478 $ | +16,7 % | 3.825.231 $ | +195.124 $ | +5,4 % | |||
| OBSIDIAN CIO, LLC | 5.051.946 $ | +555.644 $ | +12,4 % | 4.496.302 $ | +200.183 $ | +4,7 % | 4.296.119 $ | -78.176.343 $ | -94,8 % | |||
| SWEENEY & MICHEL, LLC | 4.870.246 $ | -180.623 $ | -3,6 % | 5.050.869 $ | +335.235 $ | +7,1 % | 4.715.634 $ | -139.130 $ | -2,9 % | 4.854.764 $ | +662.117 $ | +15,8 % |
| LRI Investments, LLC | 4.966.572 $ | -31.370 $ | -0,6 % | 4.997.942 $ | -51.980 $ | -1,0 % | 5.049.922 $ | -113.452 $ | -2,2 % | |||
| Pinnacle Bancorp, Inc. | 4.858.058 $ | -183.123 $ | -3,6 % | 5.041.181 $ | +703.258 $ | +16,2 % | 4.337.923 $ | +949.247 $ | +28,0 % | 3.388.676 $ | +191.297 $ | +6,0 % |
| OPINICUS CAPITAL, INC. | 5.040.528 $ | +322.099 $ | +6,8 % | 4.718.429 $ | -285.678 $ | -5,7 % | 5.004.107 $ | +283.374 $ | +6,0 % | |||
| Intergy Private Wealth, LLC | 5.020.750 $ | +69.093 $ | +1,4 % | 4.951.657 $ | +514.831 $ | +11,6 % | 4.436.826 $ | +177.724 $ | +4,2 % | 4.259.102 $ | +99.645 $ | +2,4 % |
| Hixon Zuercher, LLC | 3.631.162 $ | -1.295.686 $ | -26,3 % | 4.926.848 $ | -91.916 $ | -1,8 % | 5.018.764 $ | +69.643 $ | +1,4 % | 4.949.121 $ | -72.174 $ | -1,4 % |
| GHP Investment Advisors, Inc. | 4.809.466 $ | -202.064 $ | -4,0 % | 5.011.530 $ | +152.782 $ | +3,1 % | 4.858.748 $ | +64.507 $ | +1,3 % | 4.794.241 $ | -47.613 $ | -1,0 % |
| PCA Investment Advisory Services Inc. | 4.920.944 $ | -83.115 $ | -1,7 % | 5.004.059 $ | +874.459 $ | +21,2 % | 4.129.600 $ | +12.190 $ | +0,3 % | 4.117.410 $ | +80.341 $ | +2,0 % |
| Bullock Wealth Management Group | 5.000.716 $ | +805.633 $ | +19,2 % | 4.195.083 $ | +675.017 $ | +19,2 % | 3.520.066 $ | -106.371 $ | -2,9 % | 3.626.437 $ | +67.006 $ | +1,9 % |
| Invariant Investment Management | 3.537.043 $ | -377.461 $ | -9,6 % | 3.914.504 $ | -187.457 $ | -4,6 % | 4.101.961 $ | -874.675 $ | -17,6 % | 4.976.636 $ | ||
| Martin Investment Management, LLC | 1.959.436 $ | -86.119 $ | -4,2 % | 2.045.555 $ | -2.921.877 $ | -58,8 % | 4.967.432 $ | |||||
| Box Hill Private Wealth LLC | 4.962.682 $ | +62.172 $ | +1,3 % | 4.900.510 $ | +440.921 $ | +9,9 % | 4.459.589 $ | +1.033.869 $ | +30,2 % | 3.425.720 $ | ||
| BlackDiamond Wealth Management, LLC | 4.409.186 $ | +42.334 $ | +1,0 % | 4.366.852 $ | -594.778 $ | -12,0 % | 4.961.630 $ | +1.876.019 $ | +60,8 % | |||
| Cranbrook Wealth Management, LLC | 4.958.095 $ | +734.976 $ | +17,4 % | 4.223.119 $ | +67.421 $ | +1,6 % | 4.155.698 $ | -57.036 $ | -1,4 % | |||
| Harborfront Financial Group LLC | 4.940.337 $ | +1.278.237 $ | +34,9 % | 3.662.100 $ | ||||||||
| Sugar Maple Asset Management, LLC | 1.684.510 $ | +76.885 $ | +4,8 % | 1.607.625 $ | -3.331.557 $ | -67,5 % | 4.939.182 $ | +308.410 $ | +6,7 % | |||
| ISLAY CAPITAL MANAGEMENT, LLC | 3.759.938 $ | -1.178.574 $ | -23,9 % | 4.938.512 $ | +342.485 $ | +7,5 % | 4.596.027 $ | -295.042 $ | -6,0 % | 4.891.069 $ | -553.840 $ | -10,2 % |
| New Millennium Group LLC | 4.931.712 $ | +4.890.267 $ | +11.799,4 % | |||||||||
| Register Financial Advisors LLC | 4.929.133 $ | +248.740 $ | +5,3 % | 4.680.393 $ | +132.331 $ | +2,9 % | 4.548.062 $ | -6.374 $ | -0,1 % | |||
| Directional Asset Management | 4.847.316 $ | -77.802 $ | -1,6 % | 4.925.118 $ | +294.190 $ | +6,4 % | 4.630.928 $ | +341.571 $ | +8,0 % | 4.289.357 $ | ||
| Forum Finance Group S.A. | 4.925.000 $ | +1.678.000 $ | +51,7 % | 3.247.000 $ | ||||||||
| Castle Rock Wealth Management, LLC | 4.729.554 $ | -48.721 $ | -1,0 % | 4.778.275 $ | -145.568 $ | -3,0 % | 4.923.843 $ | +598.714 $ | +13,8 % | 4.325.129 $ | -122.462 $ | -2,8 % |
| Optas, LLC | 4.920.124 $ | +656.252 $ | +15,4 % | 4.263.872 $ | +22.469 $ | +0,5 % | 4.241.403 $ | -580.443 $ | -12,0 % | |||
| Stenger Family Office, LLC | 2.991.633 $ | -1.928.144 $ | -39,2 % | 4.919.777 $ | +4.213.478 $ | +596,6 % | 706.299 $ | +101.953 $ | +16,9 % | 604.346 $ | ||
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 3.823.960 $ | -924.866 $ | -19,5 % | 4.748.826 $ | -158.950 $ | -3,2 % | 4.907.776 $ | +1.832.892 $ | +59,6 % | |||
| Avos Capital Management, LLC | 996.051 $ | +8.133 $ | +0,8 % | 987.918 $ | -3.912.905 $ | -79,8 % | 4.900.823 $ | +96.081 $ | +2,0 % | |||
| Noble Wealth Partners LLC | 4.894.899 $ | |||||||||||
| Hopwood Financial Services, Inc. | 4.890.793 $ | +806.575 $ | +19,7 % | 4.084.218 $ | -410.046 $ | -9,1 % | 4.494.264 $ | +154.857 $ | +3,6 % | |||
| Old Port Advisors | 4.885.798 $ | +305.870 $ | +6,7 % | 4.579.928 $ | -27.974 $ | -0,6 % | 4.607.902 $ | -1.043.524 $ | -18,5 % | |||
| POTENTIA WEALTH | 1.256.236 $ | -3.619.040 $ | -74,2 % | 4.875.276 $ | +941.289 $ | +23,9 % | 3.933.987 $ | +10.647 $ | +0,3 % | |||
| QTR Family Wealth, LLC | 4.640.973 $ | -52.414 $ | -1,1 % | 4.693.387 $ | -178.599 $ | -3,7 % | 4.871.986 $ | +304.579 $ | +6,7 % | |||
| Smallwood Wealth Investment Management, LLC | 4.870.412 $ | +1.368.503 $ | +39,1 % | 3.501.909 $ | +107.866 $ | +3,2 % | 3.394.043 $ | +558.079 $ | +19,7 % | |||
| Spartan Planning & Wealth Management | 3.415.780 $ | -1.450.055 $ | -29,8 % | 4.865.835 $ | +2.316.579 $ | +90,9 % | 2.549.256 $ | -1.167.516 $ | -31,4 % | 3.716.772 $ | +641.355 $ | +20,9 % |
| Tranquilli Financial Advisor LLC | 4.854.234 $ | +361.173 $ | +8,0 % | 4.493.061 $ | -283.257 $ | -5,9 % | 4.776.318 $ | -8.823 $ | -0,2 % | |||
| Invera Wealth Advisors, LLC | 4.850.531 $ | +555.884 $ | +12,9 % | 4.294.647 $ | -6.895 $ | -0,2 % | 4.301.542 $ | -219.186 $ | -4,8 % | |||
| Ervin Investment Management, LLC | 4.848.355 $ | +699.197 $ | +16,9 % | 4.149.158 $ | +191.918 $ | +4,8 % | 3.957.240 $ | +162.845 $ | +4,3 % | |||
| FWG Investments, LLC. | 4.663.429 $ | +367.252 $ | +8,5 % | 4.296.177 $ | -549.561 $ | -11,3 % | 4.845.738 $ | -1.216.715 $ | -20,1 % | |||
| Sanchez Gaunt Capital Management, LLC | 4.837.345 $ | +690.748 $ | +16,7 % | 4.146.597 $ | ||||||||
| Lotus Technology Management, LP | 4.836.159 $ | |||||||||||
| LOWERY THOMAS, LLC | 4.833.722 $ | +143.558 $ | +3,1 % | 4.690.164 $ | +302.621 $ | +6,9 % | 4.387.543 $ | +102.593 $ | +2,4 % | |||
| Innovative Wealth Building LLC | 4.825.270 $ | +123.216 $ | +2,6 % | 4.702.054 $ | +2.520.336 $ | +115,5 % | 2.181.718 $ | -277.864 $ | -11,3 % | 2.459.582 $ | +133.013 $ | +5,7 % |
| TRUST CO OF TOLEDO NA /OH/ | 4.613.956 $ | -209.560 $ | -4,3 % | 4.823.516 $ | +665.401 $ | +16,0 % | 4.158.115 $ | +56.390 $ | +1,4 % | 4.101.725 $ | -38.492 $ | -0,9 % |
| BREAKTHRU ADVISORY SERVICES, LLC | 1.771.394 $ | +44.438 $ | +2,6 % | 1.726.956 $ | -361.314 $ | -17,3 % | 2.088.270 $ | -2.734.113 $ | -56,7 % | 4.822.383 $ | +642.301 $ | +15,4 % |
| Boston Common Asset Management, LLC | 3.991.130 $ | -784.626 $ | -16,4 % | 4.775.756 $ | -17.838 $ | -0,4 % | 4.793.594 $ | +373.599 $ | +8,5 % | 4.419.995 $ | -60.395 $ | -1,3 % |
| AMARA FINANCIAL, LLC. | 4.788.268 $ | +911.027 $ | +23,5 % | 3.877.241 $ | +1.138.066 $ | +41,5 % | 2.739.175 $ | +1.057.318 $ | +62,9 % | |||
| HARBOR ADVISORY CORP /MA/ | 4.785.632 $ | +470.284 $ | +10,9 % | 4.315.348 $ | +18.273 $ | +0,4 % | 4.297.075 $ | -116.004 $ | -2,6 % | |||
| LifePlan Investment Advisors, Inc. | 4.294.885 $ | -485.850 $ | -10,2 % | 4.780.735 $ | +283.919 $ | +6,3 % | 4.496.816 $ | -2.028.077 $ | -31,1 % | |||
| STEVENS CAPITAL PARTNERS | 4.774.783 $ | +622.382 $ | +15,0 % | 4.152.401 $ | +2.790.841 $ | +205,0 % | 1.361.560 $ | +110.012 $ | +8,8 % | |||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 4.763.747 $ | +294.554 $ | +6,6 % | 4.469.193 $ | +8.148 $ | +0,2 % | 4.461.045 $ | -285.409 $ | -6,0 % | |||
| 360 Financial, Inc. | 4.763.238 $ | +528.785 $ | +12,5 % | 4.234.453 $ | +362.979 $ | +9,4 % | 3.871.474 $ | +3.108.313 $ | +407,3 % | |||
| Commonwealth Retirement Investments LLC | 4.742.574 $ | +1.092.539 $ | +29,9 % | 3.650.035 $ | -62.834 $ | -1,7 % | 3.712.869 $ | +1.030.041 $ | +38,4 % | |||
| Bill Few Associates, Inc. | 4.741.091 $ | +75.993 $ | +1,6 % | 4.665.098 $ | +654.542 $ | +16,3 % | 4.010.556 $ | +434.567 $ | +12,2 % | 3.575.989 $ | +388.485 $ | +12,2 % |
| Mission Financial Group, LLC | 3.914.823 $ | -815.019 $ | -17,2 % | 4.729.842 $ | ||||||||
| ArborFi Advisors, LLC | 4.723.430 $ | +1.432.553 $ | +43,5 % | 3.290.877 $ | -77.885 $ | -2,3 % | 3.368.762 $ | -241.455 $ | -6,7 % | |||
| FINANCIAL COUNSELORS INC | 4.719.129 $ | +134.349 $ | +2,9 % | 4.584.780 $ | +2.887.902 $ | +170,2 % | 1.696.878 $ | -68.454 $ | -3,9 % | 1.765.332 $ | -40.810 $ | -2,3 % |
| GERBER, LLC | 4.712.324 $ | -3.454.668 $ | -42,3 % | |||||||||
| J.Safra Asset Management Corp | 4.711.273 $ | +361.131 $ | +8,3 % | 4.350.142 $ | +58.328 $ | +1,4 % | 4.291.814 $ | +663.507 $ | +18,3 % | |||
| Wealth Management Partners, LLC | 4.701.439 $ | +538.244 $ | +12,9 % | 4.163.195 $ | +437.477 $ | +11,7 % | 3.725.718 $ | +2.287.774 $ | +159,1 % | 1.437.944 $ | -1.058.048 $ | -42,4 % |
| Virtus Family Office LLC | 4.697.471 $ | +442.264 $ | +10,4 % | 4.255.207 $ | +176.924 $ | +4,3 % | 4.078.283 $ | +533.208 $ | +15,0 % | |||
| Comprehensive Financial Planning, Inc./PA | 4.685.985 $ | +690.816 $ | +17,3 % | 3.995.169 $ | +263.248 $ | +7,1 % | 3.731.921 $ | -5.377 $ | -0,1 % | |||
| Mezzasalma Advisors, LLC | 615.410 $ | -13.670 $ | -2,2 % | 629.080 $ | +18.238 $ | +3,0 % | 610.842 $ | -4.068.358 $ | -86,9 % | 4.679.200 $ | +1.009.692 $ | +27,5 % |
| Winch Advisory Services, LLC | 4.679.065 $ | +499.601 $ | +12,0 % | 4.179.464 $ | +82.467 $ | +2,0 % | 4.096.997 $ | +133.416 $ | +3,4 % | |||
| Bolthouse Investments, LLC | 4.674.514 $ | +173.085 $ | +3,8 % | 4.501.429 $ | -34.261 $ | -0,8 % | 4.535.690 $ | +808 $ | +0,0 % | |||
| Aerodigm Wealth, LLC | 4.504.716 $ | -169.158 $ | -3,6 % | 4.673.874 $ | +353.029 $ | +8,2 % | 4.320.845 $ | -44.399 $ | -1,0 % | 4.365.244 $ | -29.090 $ | -0,7 % |
| MOR Wealth Management, LLC | 4.609.417 $ | +145.828 $ | +3,3 % | 4.463.589 $ | -204.308 $ | -4,4 % | 4.667.897 $ | |||||
| Well Done, LLC | 4.308.759 $ | -359.128 $ | -7,7 % | 4.667.887 $ | +1.035.220 $ | +28,5 % | 3.632.667 $ | +516.945 $ | +16,6 % | 3.115.722 $ | -559.064 $ | -15,2 % |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2.900.063 $ | -1.762.123 $ | -37,8 % | 4.662.186 $ | -14.646.903 $ | -75,9 % | ||||||
| MARIPAU WEALTH MANAGEMENT LLC | 4.661.621 $ | +305.522 $ | +7,0 % | 4.356.099 $ | -23.632 $ | -0,5 % | 4.379.731 $ | +1.661.548 $ | +61,1 % | |||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 4.657.023 $ | +5.695 $ | +0,1 % | 4.651.328 $ | +352.815 $ | +8,2 % | 4.298.513 $ | -27.467 $ | -0,6 % | 4.325.980 $ | -526.706 $ | -10,9 % |
| MJT & Associates Financial Advisory Group, Inc. | 3.282.189 $ | -670.584 $ | -17,0 % | 3.952.773 $ | -274.768 $ | -6,5 % | 4.227.541 $ | -427.248 $ | -9,2 % | 4.654.789 $ | -297.995 $ | -6,0 % |
| Beacon Capital Management, LLC | 4.651.931 $ | +3.236.745 $ | +228,7 % | 1.415.186 $ | +1.123.020 $ | +384,4 % | 292.166 $ | |||||
| Navalign, LLC | 2.798.490 $ | +591.317 $ | +26,8 % | 2.207.173 $ | -2.443.066 $ | -52,5 % | 4.650.239 $ | +981.492 $ | +26,8 % | |||
| Harbor Asset Planning, Inc. | 4.605.804 $ | +181.488 $ | +4,1 % | 4.424.316 $ | -220.185 $ | -4,7 % | 4.644.501 $ | +223.567 $ | +5,1 % | |||
| Future Financial Wealth Managment LLC | 4.637.061 $ | +63.344 $ | +1,4 % | 4.573.717 $ | +265.158 $ | +6,2 % | 4.308.559 $ | +471.701 $ | +12,3 % | 3.836.858 $ | -2.022.111 $ | -34,5 % |
| Cedrus Wealth Group LLC | 4.404.379 $ | -227.763 $ | -4,9 % | 4.632.142 $ | +363.066 $ | +8,5 % | 4.269.076 $ | |||||
| Wealth Dimensions Group, Ltd. | 4.630.880 $ | +480.356 $ | +11,6 % | 4.150.524 $ | -113.315 $ | -2,7 % | 4.263.839 $ | -68.600 $ | -1,6 % | |||
| Anderson Financial Strategies, LLC | 1.998.799 $ | +106.968 $ | +5,7 % | 1.891.831 $ | -2.726.590 $ | -59,0 % | 4.618.421 $ | -1.081.942 $ | -19,0 % | |||
| Maltin Wealth Management, Inc. | 4.070.259 $ | -541.582 $ | -11,7 % | 4.611.841 $ | +1.296.644 $ | +39,1 % | 3.315.197 $ | +448.935 $ | +15,7 % | 2.866.262 $ | +198.500 $ | +7,4 % |
| Tranquility Partners, LLC | 4.529.305 $ | -75.600 $ | -1,6 % | 4.604.905 $ | +412.566 $ | +9,8 % | 4.192.339 $ | +29.162 $ | +0,7 % | 4.163.177 $ | -60.895 $ | -1,4 % |
| SUMMITPOINT CAPITAL MANAGEMENT | 4.600.013 $ | +2.320.892 $ | +101,8 % | 2.279.121 $ | ||||||||
| Sandy Cove Advisors, LLC | 4.594.277 $ | +3.218.152 $ | +233,9 % | 1.376.125 $ | +289.360 $ | +26,6 % | 1.086.765 $ | -6.787.729 $ | -86,2 % | |||
| Estate Planners Group, LLC | 4.293.444 $ | +216.886 $ | +5,3 % | 4.076.558 $ | -515.896 $ | -11,2 % | 4.592.454 $ | |||||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 4.580.333 $ | +1.397.870 $ | +43,9 % | 3.182.463 $ | +323.064 $ | +11,3 % | 2.859.399 $ | +1.499.090 $ | +110,2 % | |||
| BLUE SQUARE ASSET MANAGEMENT, LLC | 4.576.910 $ | +3.770.248 $ | +467,4 % | |||||||||
| Brooklyn Investment Group | 4.575.577 $ | +1.303.382 $ | +39,8 % | 3.272.195 $ | +1.917.366 $ | +141,5 % | ||||||
| Advisors Capital Management, LLC | 4.574.236 $ | +571.702 $ | +14,3 % | 4.002.534 $ | +2.410.081 $ | +151,3 % | 1.592.453 $ | +738.473 $ | +86,5 % | |||
| Griffith & Werner, Inc. | 4.569.000 $ | +1.150.643 $ | +33,7 % | 3.418.357 $ | +485.860 $ | +16,6 % | 2.932.497 $ | -280.655 $ | -8,7 % | |||
| Diligent Investors, LLC | 4.567.921 $ | +440.966 $ | +10,7 % | 4.126.955 $ | +529.695 $ | +14,7 % | 3.597.260 $ | +603.561 $ | +20,2 % | 2.993.699 $ | -29.890 $ | -1,0 % |
| STAR Financial Bank | 4.160.321 $ | +321.685 $ | +8,4 % | 3.838.636 $ | -714.386 $ | -15,7 % | 4.553.022 $ | +276.847 $ | +6,5 % | |||
| G&S Capital LLC | 4.547.369 $ | +1.957.441 $ | +75,6 % | 2.589.928 $ | +454.599 $ | +21,3 % | 2.135.329 $ | +61.019 $ | +2,9 % | |||
| Mullaney, Keating & Wright, Inc. | 4.532.776 $ | +90.435 $ | +2,0 % | 4.442.341 $ | +348.001 $ | +8,5 % | 4.094.340 $ | +269.188 $ | +7,0 % | 3.825.152 $ | +186.634 $ | +5,1 % |
| Hayek Kallen Investment Management | 4.525.000 $ | +278.000 $ | +6,5 % | 4.247.000 $ | +204.000 $ | +5,0 % | ||||||
| Williams Financial, LLC | 4.299.850 $ | -225.010 $ | -5,0 % | 4.524.860 $ | +861.607 $ | +23,5 % | 3.663.253 $ | +19.938 $ | +0,5 % | 3.643.315 $ | ||
| ZENITH SOLUTIONS, INC. | 3.561.814 $ | -962.729 $ | -21,3 % | 4.524.543 $ | ||||||||
| Keystone Financial Group, Inc. | 2.311.932 $ | -2.209.748 $ | -48,9 % | 4.521.680 $ | +140.402 $ | +3,2 % | 4.381.278 $ | +465.012 $ | +11,9 % | 3.916.266 $ | +88.069 $ | +2,3 % |
| Grove Street Fiduciary, LLC | 4.516.265 $ | |||||||||||
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 4.507.883 $ | +274.219 $ | +6,5 % | 4.233.664 $ | -19.971 $ | -0,5 % | 4.253.635 $ | +244.142 $ | +6,1 % | 4.009.493 $ | ||
| Braeburn Wealth Management LLC | 2.046.190 $ | +863.396 $ | +73,0 % | 1.182.794 $ | -2.819.796 $ | -70,4 % | 4.002.590 $ | -504.762 $ | -11,2 % | 4.507.352 $ | ||
| Cambria Investment Management, L.P. | 1.867.278 $ | -640.136 $ | -25,5 % | 2.507.414 $ | -1.995.055 $ | -44,3 % | 4.502.469 $ | |||||
| Koesten, Hirschmann & Crabtree, INC. | 4.398.648 $ | -102.566 $ | -2,3 % | 4.501.214 $ | +601.682 $ | +15,4 % | 3.899.532 $ | -8.186 $ | -0,2 % | 3.907.718 $ | -96.838 $ | -2,4 % |
| Disciplined Investments, LLC | 4.499.976 $ | +649.122 $ | +16,9 % | 3.850.854 $ | +124.663 $ | +3,3 % | 3.726.191 $ | -20.426 $ | -0,5 % | |||
| NORRIS PERNE & FRENCH LLP/MI | 4.490.572 $ | +981.013 $ | +28,0 % | 3.509.559 $ | +515.563 $ | +17,2 % | 2.993.996 $ | +133.047 $ | +4,7 % | |||
| BTG Pactual Asset Management US LLC | 4.490.414 $ | +388.126 $ | +9,5 % | 4.102.288 $ | +1.064.603 $ | +35,0 % | 3.037.685 $ | -20.869 $ | -0,7 % | |||
| R. W. Roge & Company, Inc. | 4.487.000 $ | +394.000 $ | +9,6 % | 4.093.000 $ | -51.000 $ | -1,2 % | 4.144.000 $ | -128.000 $ | -3,0 % | |||
| Stirlingshire Investments, Inc. | 3.609.708 $ | +515.282 $ | +16,7 % | 3.094.426 $ | -1.391.017 $ | -31,0 % | 4.485.443 $ | |||||
| Oxbow Advisors, LLC | 3.378.471 $ | -1.101.518 $ | -24,6 % | 4.479.989 $ | +581.363 $ | +14,9 % | 3.898.626 $ | +906.341 $ | +30,3 % | |||
| REDMONT WEALTH ADVISORS LLC | 4.476.326 $ | +1.500.354 $ | +50,4 % | |||||||||
| Privatperson | 4.467.000 $ | +845.000 $ | +23,3 % | 3.622.000 $ | +320.000 $ | +9,7 % | 3.302.000 $ | +2.265.000 $ | +218,4 % | |||
| SITTNER & NELSON, LLC | 4.449.464 $ | +993.167 $ | +28,7 % | 3.456.297 $ | +596.156 $ | +20,8 % | 2.860.141 $ | +648.284 $ | +29,3 % | |||
| Wealthcare Capital Partners, LLC | 3.583.507 $ | +44.490 $ | +1,3 % | 3.539.017 $ | -908.043 $ | -20,4 % | 4.447.060 $ | +198.387 $ | +4,7 % | 4.248.673 $ | +488.018 $ | +13,0 % |
| Bell Bank | 4.444.091 $ | +197.762 $ | +4,7 % | 4.246.329 $ | +112.303 $ | +2,7 % | 4.134.026 $ | -4.702 $ | -0,1 % | 4.138.728 $ | -260.850 $ | -5,9 % |
| HOLLENCREST CAPITAL MANAGEMENT | 4.437.640 $ | +543.785 $ | +14,0 % | 3.893.855 $ | +32.363 $ | +0,8 % | 3.861.492 $ | +264.633 $ | +7,4 % | |||
| WESBANCO BANK INC | 4.436.931 $ | +1.023.953 $ | +30,0 % | 3.412.978 $ | -138.236 $ | -3,9 % | 3.551.214 $ | +158.579 $ | +4,7 % | |||
| McAdam, LLC | 4.062.375 $ | -370.254 $ | -8,4 % | 4.432.629 $ | +224.057 $ | +5,3 % | 4.208.572 $ | -47.211 $ | -1,1 % | 4.255.783 $ | +204.341 $ | +5,0 % |
| Squarepoint Ops LLC | 468.852 $ | -1.722.205 $ | -78,6 % | 2.191.057 $ | -2.236.811 $ | -50,5 % | 4.427.868 $ | -2.123.620 $ | -32,4 % | |||
| Climber Capital SA | 4.418.512 $ | +584.248 $ | +15,2 % | 3.834.264 $ | -237.860 $ | -5,8 % | 4.072.124 $ | |||||
| Illumine Investment Management, LLC | 4.415.622 $ | +56.207 $ | +1,3 % | 4.359.415 $ | +34.822 $ | +0,8 % | 4.324.593 $ | -63.750 $ | -1,5 % | 4.388.343 $ | +88.628 $ | +2,1 % |
| Anchor Capital Management Group Inc | 2.427.670 $ | -1.893.770 $ | -43,8 % | 4.321.440 $ | -90.800 $ | -2,1 % | 4.412.240 $ | +0 $ | +0,0 % | |||
| LAM GROUP, INC. | 4.408.331 $ | +696.585 $ | +18,8 % | 3.711.746 $ | +111.107 $ | +3,1 % | 3.600.639 $ | +69.634 $ | +2,0 % | |||
| Prestige Wealth Management Group LLC | 4.391.013 $ | +47.167 $ | +1,1 % | 4.343.846 $ | +459.218 $ | +11,8 % | 3.884.628 $ | -526.008 $ | -11,9 % | |||
| BUSH INVESTMENT GROUP, LLC | 2.311.200 $ | -2.078.868 $ | -47,4 % | 4.390.068 $ | +601.626 $ | +15,9 % | ||||||
| Northwest Bancshares, Inc. | 4.389.971 $ | +282.937 $ | +6,9 % | 4.107.034 $ | -106.894 $ | -2,5 % | 4.213.928 $ | +62.042 $ | +1,5 % | |||
| Summit Place Financial Advisors, LLC | 4.386.954 $ | +1.204.054 $ | +37,8 % | 3.182.900 $ | +1.429.801 $ | +81,6 % | 1.753.099 $ | -763.114 $ | -30,3 % | |||
| J. M. Brown & Associates Inc. | 4.374.896 $ | |||||||||||
| Weinberger Asset Management, Inc | 4.371.547 $ | +430.969 $ | +10,9 % | 3.940.578 $ | -45.852 $ | -1,2 % | 3.986.430 $ | -179.218 $ | -4,3 % | |||
| Charles Schwab Trust Co | 2.658.639 $ | -82.951 $ | -3,0 % | 2.741.590 $ | +330.053 $ | +13,7 % | 2.411.537 $ | -1.957.965 $ | -44,8 % | 4.369.502 $ | +85.625 $ | +2,0 % |
| WESPAC Advisors SoCal, LLC | 4.015.436 $ | -353.876 $ | -8,1 % | 4.369.312 $ | +545.320 $ | +14,3 % | 3.823.992 $ | +174.370 $ | +4,8 % | 3.649.622 $ | +57.022 $ | +1,6 % |
| Diversified Portfolios, Inc. | 4.359.080 $ | +134.106 $ | +3,2 % | 4.224.974 $ | -38.392 $ | -0,9 % | 4.263.366 $ | +55.789 $ | +1,3 % | |||
| Sound Portfolio Advisors, LLC | 4.357.701 $ | +569.464 $ | +15,0 % | 3.788.237 $ | +41.806 $ | +1,1 % | 3.746.431 $ | |||||
| Boreal Capital Management LLC | 3.310.377 $ | +530.856 $ | +19,1 % | 2.779.521 $ | -1.575.128 $ | -36,2 % | 4.354.649 $ | +2.300.967 $ | +112,0 % | |||
| DB&C Advisors, LLC | 4.347.634 $ | +481.017 $ | +12,4 % | 3.866.617 $ | +74.536 $ | +2,0 % | 3.792.081 $ | |||||
| Premier Path Wealth Partners, LLC | 4.346.820 $ | +947.623 $ | +27,9 % | 3.399.197 $ | +903.123 $ | +36,2 % | 2.496.074 $ | -314.232 $ | -11,2 % | 2.810.306 $ | -444.221 $ | -13,6 % |
| Clal Insurance Enterprises Holdings Ltd | 4.342.000 $ | +105.000 $ | +2,5 % | 4.237.000 $ | +138.000 $ | +3,4 % | 4.099.000 $ | -124.000 $ | -2,9 % | |||
| Lakeridge Wealth Management LLC | 4.133.772 $ | -199.822 $ | -4,6 % | 4.333.594 $ | +136.546 $ | +3,3 % | 4.197.048 $ | -5.894.681 $ | -58,4 % | |||
| IFS Advisors, LLC | 4.327.878 $ | +4.203.787 $ | +3.387,7 % | 124.091 $ | +375 $ | +0,3 % | 123.716 $ | +10.413 $ | +9,2 % | 113.303 $ | +10.843 $ | +10,6 % |
| Serenity Investment Advisors | 4.325.540 $ | +698.472 $ | +19,3 % | 3.627.068 $ | +1.396.161 $ | +62,6 % | 2.230.907 $ | |||||
| Windsor Advisory Group, LLC | 3.532.669 $ | -792.144 $ | -18,3 % | 4.324.813 $ | +2.439.448 $ | +129,4 % | 1.885.365 $ | -1.277.487 $ | -40,4 % | |||
| RCS Financial Planning, LLC | 813.219 $ | -526.369 $ | -39,3 % | 1.339.588 $ | -523.866 $ | -28,1 % | 1.863.454 $ | -2.443.012 $ | -56,7 % | 4.306.466 $ | +950.390 $ | +28,3 % |
| Van Hulzen Asset Management, LLC | 4.299.432 $ | +1.354.751 $ | +46,0 % | 2.944.681 $ | +279.004 $ | +10,5 % | 2.665.677 $ | +15.697 $ | +0,6 % | |||
| DRIVE WEALTH MANAGEMENT, LLC | 4.296.598 $ | +364.449 $ | +9,3 % | 3.932.149 $ | +548.098 $ | +16,2 % | 3.384.051 $ | +1.007.608 $ | +42,4 % | |||
| Argyle Capital Partners, LLC | 4.288.938 $ | +262.277 $ | +6,5 % | 4.026.661 $ | +196.929 $ | +5,1 % | 3.829.732 $ | -26.289 $ | -0,7 % | |||
| D'Orazio & Associates, Inc. | 4.288.233 $ | +337.085 $ | +8,5 % | 3.951.148 $ | +30.427 $ | +0,8 % | 3.920.721 $ | +86.975 $ | +2,3 % | |||
| SLT Holdings LLC | 3.839.328 $ | +380.422 $ | +11,0 % | 3.458.906 $ | -310.956 $ | -8,2 % | 3.769.862 $ | -514.659 $ | -12,0 % | 4.284.521 $ | +66.117 $ | +1,6 % |
| Chatterton & Associates Inc. | 2.723.501 $ | +114.467 $ | +4,4 % | 2.609.034 $ | -1.667.202 $ | -39,0 % | 4.276.236 $ | |||||
| RF&L WEALTH MANAGEMENT, LLC | 4.201.978 $ | -73.726 $ | -1,7 % | 4.275.704 $ | +643.682 $ | +17,7 % | 3.632.022 $ | +171.066 $ | +4,9 % | 3.460.956 $ | +75.832 $ | +2,2 % |
| Capital Advantage, Inc. | 4.196.745 $ | -70.904 $ | -1,7 % | 4.267.649 $ | +1.043.374 $ | +32,4 % | 3.224.275 $ | +264.746 $ | +8,9 % | 2.959.529 $ | +870.114 $ | +41,6 % |
| THOMPSON DAVIS & CO., INC. | 4.252.979 $ | +1.730.450 $ | +68,6 % | 2.522.529 $ | -477.932 $ | -15,9 % | 3.000.461 $ | -48.575 $ | -1,6 % | |||
| WOLFF WIESE MAGANA LLC | 4.252.163 $ | +541.184 $ | +14,6 % | 3.710.979 $ | +562.137 $ | +17,9 % | 3.148.842 $ | +738.132 $ | +30,6 % | 2.410.710 $ | +386.864 $ | +19,1 % |
| Madrid Wealth Management, LLC | 4.230.995 $ | +620.910 $ | +17,2 % | 3.610.085 $ | +229.124 $ | +6,8 % | 3.380.961 $ | |||||
| OKABENA INVESTMENT SERVICES INC | 4.226.000 $ | +672.656 $ | +18,9 % | 3.553.344 $ | +1.098 $ | +0,0 % | 3.552.246 $ | +1.019.138 $ | +40,2 % | |||
| BYRNE FINANCIAL FREEDOM, LLC | 4.203.767 $ | +1.503.889 $ | +55,7 % | 2.699.878 $ | -907.452 $ | -25,2 % | 3.607.330 $ | +1.082.022 $ | +42,8 % | |||
| Millstone Evans Group, LLC | 3.574.525 $ | -623.093 $ | -14,8 % | 4.197.618 $ | +215.839 $ | +5,4 % | 3.981.779 $ | +50.055 $ | +1,3 % | |||
| DB Fitzpatrick & Co, Inc | 4.168.108 $ | -18.793 $ | -0,4 % | 4.186.901 $ | +135.889 $ | +3,4 % | ||||||
| Fullerton Advisors, LLC | 2.151.776 $ | -5.040 $ | -0,2 % | 2.156.816 $ | -1.772.853 $ | -45,1 % | 3.929.669 $ | -254.243 $ | -6,1 % | 4.183.912 $ | ||
| Inman Jager Wealth Management, LLC | 4.176.424 $ | +655.163 $ | +18,6 % | 3.521.261 $ | +462.627 $ | +15,1 % | 3.058.634 $ | +309.343 $ | +11,3 % | |||
| Comprehensive Money Management Services LLC | 4.162.101 $ | +126.892 $ | +3,1 % | 4.035.209 $ | +267.094 $ | +7,1 % | 3.768.115 $ | -75.130 $ | -2,0 % | |||
| KANE INVESTMENT MANAGEMENT, INC. | 4.152.570 $ | +1.257.333 $ | +43,4 % | 2.895.237 $ | -604.373 $ | -17,3 % | 3.499.610 $ | -287.280 $ | -7,6 % | |||
| 17 CAPITAL PARTNERS, LLC | 4.150.261 $ | +891.373 $ | +27,4 % | 3.258.888 $ | +553.876 $ | +20,5 % | 2.705.012 $ | |||||
| Forbes Financial Planning, Inc. | 4.148.679 $ | +668.926 $ | +19,2 % | 3.479.753 $ | +300.011 $ | +9,4 % | 3.179.742 $ | +121.559 $ | +4,0 % | |||
| ROMAN BUTLER FULLERTON & CO | 4.147.437 $ | +160.869 $ | +4,0 % | 3.986.568 $ | +580.271 $ | +17,0 % | 3.406.297 $ | +598.112 $ | +21,3 % | |||
| LFA - Lugano Financial Advisors SA | 108.783 $ | +1.631 $ | +1,5 % | 107.152 $ | -4.035.844 $ | -97,4 % | 4.142.996 $ | -449.430 $ | -9,8 % | |||
| Alta Wealth Advisors LLC | 4.138.755 $ | +1.092.149 $ | +35,8 % | 3.046.606 $ | +802.349 $ | +35,8 % | 2.244.257 $ | +671.975 $ | +42,7 % | |||
| Family Manage LLC | 4.134.895 $ | +504.699 $ | +13,9 % | 3.630.196 $ | -75.142 $ | -2,0 % | 3.705.338 $ | +78.953 $ | +2,2 % | |||
| Bellars Harris Wealth Management, LLC | 4.128.971 $ | |||||||||||
| TOTH FINANCIAL ADVISORY CORP | 3.653.843 $ | -321.460 $ | -8,1 % | 3.975.303 $ | +170.851 $ | +4,5 % | 3.804.452 $ | -321.243 $ | -7,8 % | 4.125.695 $ | +309.282 $ | +8,1 % |
| MOTIVE WEALTH ADVISORS | 4.122.120 $ | +580.424 $ | +16,4 % | 3.541.696 $ | +55.398 $ | +1,6 % | 3.486.298 $ | -15.372 $ | -0,4 % | |||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 4.115.116 $ | +276.077 $ | +7,2 % | 3.839.039 $ | +2.182.004 $ | +131,7 % | 1.657.035 $ | -103.914 $ | -5,9 % | 1.760.949 $ | -463.538 $ | -20,8 % |
| SACKS & ASSOCIATES, LLC | 4.112.264 $ | +754.269 $ | +22,5 % | 3.357.995 $ | +273.150 $ | +8,9 % | 3.084.845 $ | -201.990 $ | -6,1 % | 3.286.835 $ | ||
| Riverbend Wealth Management, LLC | 2.580.937 $ | +487.419 $ | +23,3 % | 2.093.518 $ | -2.016.422 $ | -49,1 % | 4.109.940 $ | +275.789 $ | +7,2 % | 3.834.151 $ | +97.992 $ | +2,6 % |
| Flagship Capital Management Inc. | 3.825.624 $ | +5.372 $ | +0,1 % | 3.820.252 $ | +87.907 $ | +2,4 % | 3.732.345 $ | -370.582 $ | -9,0 % | 4.102.927 $ | ||
| Friday Financial | 4.091.424 $ | +360.887 $ | +9,7 % | 3.730.537 $ | +257.076 $ | +7,4 % | 3.473.461 $ | +204.624 $ | +6,3 % | 3.268.837 $ | +622.886 $ | +23,5 % |
| DV Trading LLC | 4.088.053 $ | +2.421.856 $ | +145,4 % | 1.666.197 $ | +398.148 $ | +31,4 % | 1.268.049 $ | |||||
| KERR FINANCIAL PLANNING Corp | 4.086.386 $ | +175.795 $ | +4,5 % | 3.910.591 $ | +259.363 $ | +7,1 % | 3.651.228 $ | +1.110.418 $ | +43,7 % | |||
| Expressive Wealth LLC | 3.020.847 $ | -228.117 $ | -7,0 % | 3.248.964 $ | -831.826 $ | -20,4 % | 4.080.790 $ | |||||
| International Private Wealth Advisors LLC | 4.079.223 $ | +465.456 $ | +12,9 % | 3.613.767 $ | +157.113 $ | +4,5 % | 3.456.654 $ | +41.977 $ | +1,2 % | |||
| Transamerica Financial Advisors, LLC | 3.582.685 $ | -33.418 $ | -0,9 % | 3.616.103 $ | -455.603 $ | -11,2 % | 4.071.706 $ | +2.043.490 $ | +100,8 % | |||
| SFI Advisors, LLC | 2.231.124 $ | -54.393 $ | -2,4 % | 2.285.517 $ | -1.762.235 $ | -43,5 % | 4.047.752 $ | -188.111 $ | -4,4 % | |||
| LJI Wealth Management, LLC | 4.044.548 $ | +397.220 $ | +10,9 % | 3.647.328 $ | -390.140 $ | -9,7 % | 4.037.468 $ | +2.030.784 $ | +101,2 % | |||
| Strategic Financial Planning, Inc. | 4.039.021 $ | +3.404.188 $ | +536,2 % | 634.833 $ | -3.166.563 $ | -83,3 % | 3.801.396 $ | +15.491 $ | +0,4 % | |||
| FF Advisors,LLC | 4.037.773 $ | +61.329 $ | +1,5 % | 3.976.444 $ | +350.824 $ | +9,7 % | 3.625.620 $ | +509.192 $ | +16,3 % | 3.116.428 $ | +776.847 $ | +33,2 % |
| SHELTON WEALTH MANAGEMENT, LLC | 3.908.537 $ | -93.886 $ | -2,3 % | 4.002.423 $ | +361.214 $ | +9,9 % | 3.641.209 $ | -393.181 $ | -9,7 % | 4.034.390 $ | +10.787 $ | +0,3 % |
| Partners in Financial Planning | 4.034.010 $ | +417.430 $ | +11,5 % | 3.616.580 $ | +182.436 $ | +5,3 % | 3.434.144 $ | -11.367 $ | -0,3 % | |||
| Providence First Trust Co | 4.027.174 $ | +3.477.835 $ | +633,1 % | 549.339 $ | -35.329 $ | -6,0 % | 584.668 $ | +112.534 $ | +23,8 % | |||
| Ducere Wealth Management LLC | 3.645.578 $ | -29.267 $ | -0,8 % | 3.674.845 $ | -339.688 $ | -8,5 % | 4.014.533 $ | |||||
| Good Steward Wealth Advisors,LLC | 4.007.634 $ | +573.841 $ | +16,7 % | 3.433.793 $ | +387.719 $ | +12,7 % | 3.046.074 $ | +425.688 $ | +16,2 % | |||
| Integrity Wealth Solutions LLC | 3.998.282 $ | +225.434 $ | +6,0 % | 3.772.848 $ | -7.481 $ | -0,2 % | 3.780.329 $ | +195.191 $ | +5,4 % | |||
| BANQUE PICTET & CIE SA | 3.097.200 $ | -900.300 $ | -22,5 % | 3.997.500 $ | +674.100 $ | +20,3 % | 3.323.400 $ | +373.800 $ | +12,7 % | 2.949.600 $ | +532.600 $ | +22,0 % |
| Willow Financial LLC | 440.914 $ | -3.553.419 $ | -89,0 % | 3.994.333 $ | ||||||||
| Palacios Wealth Management, LLC | 3.981.932 $ | -11.325 $ | -0,3 % | 3.993.257 $ | +415.041 $ | +11,6 % | 3.578.216 $ | -1.093.466 $ | -23,4 % | |||
| Freedom Financial Partners LLC | 2.415.642 $ | -117.257 $ | -4,6 % | 2.532.899 $ | -1.459.098 $ | -36,6 % | 3.991.997 $ | +927.211 $ | +30,3 % | 3.064.786 $ | +635.777 $ | +26,2 % |
| JOHNSON INVESTMENT COUNSEL INC | 3.981.181 $ | +902.792 $ | +29,3 % | 3.078.389 $ | +2.265.776 $ | +278,8 % | 812.613 $ | -1.835.159 $ | -69,3 % | |||
| Zhang Financial LLC | 3.959.145 $ | +2.950.967 $ | +292,7 % | 1.008.178 $ | +203.409 $ | +25,3 % | 804.769 $ | -31.910 $ | -3,8 % | |||
| Lincoln Capital LLC | 3.957.755 $ | +252.737 $ | +6,8 % | 3.705.018 $ | +795.078 $ | +27,3 % | 2.909.940 $ | -309.928 $ | -9,6 % | 3.219.868 $ | +255.548 $ | +8,6 % |
| Boston Standard Wealth Management, LLC | 3.877.038 $ | -79.845 $ | -2,0 % | 3.956.883 $ | +573.223 $ | +16,9 % | 3.383.660 $ | -53.524 $ | -1,6 % | 3.437.184 $ | +2.184 $ | +0,1 % |
| Trail Ridge Investment Advisors, LLC | 3.089.139 $ | -867.571 $ | -21,9 % | 3.956.710 $ | +876.818 $ | +28,5 % | 3.079.892 $ | +106.775 $ | +3,6 % | 2.973.117 $ | -1.291.844 $ | -30,3 % |
| Centric Wealth Management | 3.665.703 $ | +0 $ | +0,0 % | 3.665.703 $ | -286.182 $ | -7,2 % | 3.951.885 $ | +263.667 $ | +7,1 % | |||
| ADELL HARRIMAN & CARPENTER INC | 3.831.688 $ | -72.367 $ | -1,9 % | 3.904.055 $ | -45.253 $ | -1,1 % | 3.949.308 $ | -61.659 $ | -1,5 % | |||
| Petros Family Wealth, LLC | 3.947.321 $ | +282.957 $ | +7,7 % | 3.664.364 $ | +54.615 $ | +1,5 % | 3.609.749 $ | +1.123.410 $ | +45,2 % | |||
| Fairlight Advisors | 3.946.740 $ | |||||||||||
| CPWA, LLC | 3.940.628 $ | +143.632 $ | +3,8 % | 3.796.996 $ | ||||||||
| Van Diest Capital, LLC | 3.934.335 $ | +2.443.369 $ | +163,9 % | 1.490.966 $ | +641.571 $ | +75,5 % | 849.395 $ | |||||
| SPINNAKER TRUST | 3.927.527 $ | +703.682 $ | +21,8 % | 3.223.845 $ | +1.489.367 $ | +85,9 % | 1.734.478 $ | -2.580 $ | -0,1 % | |||
| Bay Capital Advisors, LLC | 3.452.530 $ | -466.535 $ | -11,9 % | 3.919.065 $ | +608.374 $ | +18,4 % | 3.310.691 $ | +180.576 $ | +5,8 % | 3.130.115 $ | -898.342 $ | -22,3 % |
| Payne Capital LLC | 1.848.989 $ | +292.169 $ | +18,8 % | 1.556.820 $ | -2.352.976 $ | -60,2 % | 3.909.796 $ | -60.851 $ | -1,5 % | |||
| McCarley & Cook Financial Planners | 3.901.598 $ | +48.357 $ | +1,3 % | 3.853.241 $ | +613.063 $ | +18,9 % | 3.240.178 $ | +414.355 $ | +14,7 % | 2.825.823 $ | ||
| GLOBALT Investments LLC / GA | 1.303.899 $ | -76.675 $ | -5,6 % | 1.380.574 $ | -2.511.686 $ | -64,5 % | 3.892.260 $ | -813.438 $ | -17,3 % | |||
| Trevian Wealth Management LLC | 3.892.178 $ | +580.817 $ | +17,5 % | 3.311.361 $ | +217.793 $ | +7,0 % | 3.093.568 $ | +913.657 $ | +41,9 % | |||
| One Charles Private Wealth Services, LLC | 304.354 $ | -3.586.720 $ | -92,2 % | 3.891.074 $ | +3.506.508 $ | +911,8 % | 384.566 $ | +7.438 $ | +2,0 % | |||
| Pinnacle Family Advisors, LLC | 3.886.338 $ | +251.479 $ | +6,9 % | 3.634.859 $ | -196.188 $ | -5,1 % | 3.831.047 $ | -3.485.150 $ | -47,6 % | |||
| Tripletail Wealth Management, LLC | 3.282.409 $ | +166.588 $ | +5,3 % | 3.115.821 $ | -767.513 $ | -19,8 % | 3.883.334 $ | -322.844 $ | -7,7 % | |||
| Beacon Capital Management, Inc. | 3.619.955 $ | -261.922 $ | -6,7 % | 3.881.877 $ | +657.863 $ | +20,4 % | 3.224.014 $ | -272.358 $ | -7,8 % | 3.496.372 $ | -211.762 $ | -5,7 % |
| Rialto Wealth Management, LLC | 3.876.134 $ | +220.346 $ | +6,0 % | 3.655.788 $ | +48.022 $ | +1,3 % | 3.607.766 $ | -22.343 $ | -0,6 % | |||
| Tanager Wealth Management LLP | 3.523.496 $ | -323.177 $ | -8,4 % | 3.846.673 $ | +1.025.449 $ | +36,3 % | 2.821.224 $ | -115.045 $ | -3,9 % | 2.936.269 $ | +82.890 $ | +2,9 % |
| PENOBSCOT WEALTH MANAGEMENT | 2.098.709 $ | +20.492 $ | +1,0 % | 2.078.217 $ | +224.197 $ | +12,1 % | 1.854.020 $ | -1.990.786 $ | -51,8 % | 3.844.806 $ | +213.528 $ | +5,9 % |
| Merited Wealth, LLC | 741.404 $ | -567.495 $ | -43,4 % | 1.308.899 $ | -2.086.625 $ | -61,5 % | 3.395.524 $ | -438.299 $ | -11,4 % | 3.833.823 $ | ||
| BOK Financial Private Wealth, Inc. | 3.828.172 $ | +1.005.617 $ | +35,6 % | 2.822.555 $ | -254.139 $ | -8,3 % | 3.076.694 $ | +496.245 $ | +19,2 % | |||
| Lee, Kelleher & Klein Wealth Management | 3.825.494 $ | +250.802 $ | +7,0 % | 3.574.692 $ | -14.215 $ | -0,4 % | 3.588.907 $ | -55.040 $ | -1,5 % | 3.643.947 $ | -21.701 $ | -0,6 % |
| Signature Resources Capital Management, LLC | 3.794.690 $ | -28.651 $ | -0,7 % | 3.823.341 $ | +756.415 $ | +24,7 % | 3.066.926 $ | -113.872 $ | -3,6 % | 3.180.798 $ | -78.919 $ | -2,4 % |
| CIBC Asset Management Inc | 3.822.155 $ | |||||||||||
| Arista Wealth Management, LLC | 2.444.867 $ | +198.651 $ | +8,8 % | 2.246.216 $ | -1.566.236 $ | -41,1 % | 3.812.452 $ | -142.771 $ | -3,6 % | |||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.811.413 $ | +594.180 $ | +18,5 % | 3.217.233 $ | -81.249 $ | -2,5 % | 3.298.482 $ | |||||
| Legacy Financial Advisors, Inc. | 3.727.150 $ | -69.614 $ | -1,8 % | 3.796.764 $ | +51.787 $ | +1,4 % | 3.744.977 $ | -10.295 $ | -0,3 % | |||
| LifeGoal Investments, LLC | 3.773.014 $ | -22.613 $ | -0,6 % | 3.795.627 $ | +1.132.977 $ | +42,6 % | 2.662.650 $ | +269.649 $ | +11,3 % | 2.393.001 $ | +251.030 $ | +11,7 % |
| Ruggiero Investments, Inc. | 3.795.623 $ | +267.140 $ | +7,6 % | 3.528.483 $ | +12.845 $ | +0,4 % | 3.515.638 $ | |||||
| Quartz Partners, LLC | 2.800.444 $ | -992.419 $ | -26,2 % | 3.792.863 $ | +352.144 $ | +10,2 % | 3.440.719 $ | +160.504 $ | +4,9 % | |||
| PLANWISER FINANCIAL, LLC | 3.791.798 $ | +1.215.898 $ | +47,2 % | 2.575.900 $ | -139.318 $ | -5,1 % | 2.715.218 $ | -805.184 $ | -22,9 % | |||
| 4Thought Financial Group Inc. | 2.574.202 $ | -628.356 $ | -19,6 % | 3.202.558 $ | -587.140 $ | -15,5 % | 3.789.698 $ | -1.111.634 $ | -22,7 % | |||
| Privatperson | 2.881.467 $ | +173.472 $ | +6,4 % | 2.707.995 $ | -1.077.643 $ | -28,5 % | 3.785.638 $ | |||||
| Cordant, Inc. | 3.780.327 $ | +560.248 $ | +17,4 % | 3.220.079 $ | +85.005 $ | +2,7 % | 3.135.074 $ | -95.138 $ | -2,9 % | |||
| White Knight Strategic Wealth Advisors, LLC | 3.619.410 $ | +423.151 $ | +13,2 % | 3.196.259 $ | -577.302 $ | -15,3 % | 3.773.561 $ | +722.575 $ | +23,7 % | |||
| Goepper Burkhardt LLC | 3.758.656 $ | +686.224 $ | +22,3 % | 3.072.432 $ | +555.396 $ | +22,1 % | 2.517.036 $ | -7.173.834 $ | -74,0 % | |||
| Ballentine Capital Advisors, Inc | 3.756.192 $ | +248.353 $ | +7,1 % | 3.507.839 $ | +183.471 $ | +5,5 % | 3.324.368 $ | +414.077 $ | +14,2 % | 2.910.291 $ | +90.921 $ | +3,2 % |
| Essex LLC | 2.457.068 $ | +254.839 $ | +11,6 % | 2.202.229 $ | -1.552.878 $ | -41,4 % | 3.755.107 $ | +71.670 $ | +1,9 % | 3.683.437 $ | -130.760 $ | -3,4 % |
| Traveka Wealth, LLC | 3.682.082 $ | -71.166 $ | -1,9 % | 3.753.248 $ | +651.983 $ | +21,0 % | 3.101.265 $ | +94.063 $ | +3,1 % | 3.007.202 $ | +209.811 $ | +7,5 % |
| COFG Advisors, LLC | 3.752.395 $ | +774.062 $ | +26,0 % | 2.978.333 $ | +506.488 $ | +20,5 % | 2.471.845 $ | |||||
| Unified Investment Management | 3.744.110 $ | +323.444 $ | +9,5 % | 3.420.666 $ | +105.892 $ | +3,2 % | 3.314.774 $ | +211.445 $ | +6,8 % | 3.103.329 $ | +132.789 $ | +4,5 % |
| SVRN Asset Management, LLC | 1.776.838 $ | -243.751 $ | -12,1 % | 2.020.589 $ | -1.703.827 $ | -45,7 % | 3.724.416 $ | |||||
| Tortuga Wealth Management, Inc | 3.712.527 $ | +451.929 $ | +13,9 % | 3.260.598 $ | +101.410 $ | +3,2 % | 3.159.188 $ | |||||
| SouthState Bank Corp | 2.630.957 $ | -1.080.413 $ | -29,1 % | 3.711.370 $ | +1.286.724 $ | +53,1 % | 2.424.646 $ | -16.933 $ | -0,7 % | |||
| Midwest Financial Group LLC | 3.681.975 $ | -16.268 $ | -0,4 % | 3.698.243 $ | +2.544.637 $ | +220,6 % | 1.153.606 $ | +87.445 $ | +8,2 % | 1.066.161 $ | +216.315 $ | +25,5 % |
| Zuckerman Investment Group, LLC | 3.697.646 $ | +548.713 $ | +17,4 % | 3.148.933 $ | +106.892 $ | +3,5 % | 3.042.041 $ | +104.844 $ | +3,6 % | |||
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 3.464.689 $ | -200.535 $ | -5,5 % | 3.665.224 $ | +275.458 $ | +8,1 % | 3.389.766 $ | -300.929 $ | -8,2 % | 3.690.695 $ | -10.670 $ | -0,3 % |
| BKM Wealth Management, LLC | 3.688.052 $ | +999.181 $ | +37,2 % | 2.688.871 $ | -778.166 $ | -22,4 % | 3.467.037 $ | +172.218 $ | +5,2 % | 3.294.819 $ | -1.118.163 $ | -25,3 % |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 3.680.229 $ | +452.583 $ | +14,0 % | 3.227.646 $ | +81.820 $ | +2,6 % | 3.145.826 $ | -2.947.145 $ | -48,4 % | |||
| Pacific Wealth Strategies Group, Inc. | 3.678.968 $ | +2.983.758 $ | +429,2 % | 695.210 $ | +303.300 $ | +77,4 % | ||||||
| WASHINGTON GROWTH STRATEGIES LLC | 3.451.326 $ | -226.456 $ | -6,2 % | 3.677.782 $ | +1.180.643 $ | +47,3 % | 2.497.139 $ | -244.358 $ | -8,9 % | 2.741.497 $ | -39.978 $ | -1,4 % |
| Zinnia Wealth Advisory, LLC | 2.178.797 $ | -1.493.787 $ | -40,7 % | 3.672.584 $ | +1.649.596 $ | +81,5 % | 2.022.988 $ | |||||
| Madison Park Capital Advisors, LLC | 3.671.090 $ | +301.999 $ | +9,0 % | 3.369.091 $ | +191.072 $ | +6,0 % | 3.178.019 $ | +186.169 $ | +6,2 % | |||
| Busey Bank | 3.660.196 $ | +776.381 $ | +26,9 % | 2.883.815 $ | +341.015 $ | +13,4 % | 2.542.800 $ | +340.150 $ | +15,4 % | |||
| Fairscale Capital, LLC | 3.622.090 $ | -26.931 $ | -0,7 % | 3.649.021 $ | +71.051 $ | +2,0 % | 3.577.970 $ | -80.606 $ | -2,2 % | |||
| MBE Wealth Management, LLC | 3.647.009 $ | +430.005 $ | +13,4 % | 3.217.004 $ | +528.310 $ | +19,6 % | 2.688.694 $ | +339.020 $ | +14,4 % | |||
| OLIO Financial Planning | 3.646.271 $ | +457.668 $ | +14,4 % | 3.188.603 $ | +24.865 $ | +0,8 % | 3.163.738 $ | +186.996 $ | +6,3 % | |||
| Blue Fin Capital, Inc. | 3.646.115 $ | +731.401 $ | +25,1 % | 2.914.714 $ | +1.094.597 $ | +60,1 % | 1.820.117 $ | +570.142 $ | +45,6 % | |||
| Northstar Financial Companies, Inc. | 3.643.016 $ | +563.709 $ | +18,3 % | 3.079.307 $ | +1.338.534 $ | +76,9 % | 1.740.773 $ | +1.235.107 $ | +244,3 % | |||
| Empower Advisory Group, LLC | 3.631.767 $ | +971.158 $ | +36,5 % | 2.660.609 $ | -911.276 $ | -25,5 % | 3.571.885 $ | -387.760 $ | -9,8 % | |||
| BLALOCK WILLIAMS, LLC | 2.987.376 $ | -643.112 $ | -17,7 % | 3.630.488 $ | +75.357 $ | +2,1 % | 3.555.131 $ | +892.688 $ | +33,5 % | |||
| Breakwater Investment Management | 3.629.355 $ | +2.357.600 $ | +185,4 % | 1.271.755 $ | +830.324 $ | +188,1 % | 441.431 $ | +184.196 $ | +71,6 % | 257.235 $ | +11.983 $ | +4,9 % |
| PlanVest Financial, Inc | 3.625.909 $ | +294.608 $ | +8,8 % | 3.331.301 $ | ||||||||
| FORTEM FINANCIAL GROUP, LLC | 3.078.840 $ | +332.079 $ | +12,1 % | 2.746.761 $ | +319.903 $ | +13,2 % | 2.426.858 $ | -1.198.681 $ | -33,1 % | 3.625.539 $ | +144.770 $ | +4,2 % |
| Good Harbor Advisors, Inc. | 3.625.047 $ | +165.705 $ | +4,8 % | 3.459.342 $ | +272.310 $ | +8,5 % | 3.187.032 $ | +239.757 $ | +8,1 % | 2.947.275 $ | ||
| Breachway Investments LLC | 766.100 $ | -191.237 $ | -20,0 % | 957.337 $ | -2.667.277 $ | -73,6 % | 3.624.614 $ | +178.373 $ | +5,2 % | 3.446.241 $ | ||
| Topsail Wealth Management, LLC | 3.620.993 $ | +401.398 $ | +12,5 % | 3.219.595 $ | +67.915 $ | +2,2 % | 3.151.680 $ | +85.284 $ | +2,8 % | |||
| HEADINVEST, LLC | 3.616.794 $ | +835.722 $ | +30,1 % | 2.781.072 $ | +154.249 $ | +5,9 % | 2.626.823 $ | +84.948 $ | +3,3 % | |||
| Annis Gardner Whiting Capital Advisors, LLC | 3.391.964 $ | -222.124 $ | -6,1 % | 3.614.088 $ | +196.790 $ | +5,8 % | 3.417.298 $ | +337.495 $ | +11,0 % | |||
| SFM, LLC d/b/a Sweeney Financial Advisors | 1.390.036 $ | -1.477.279 $ | -51,5 % | 2.867.315 $ | -427.679 $ | -13,0 % | 3.294.994 $ | -317.676 $ | -8,8 % | 3.612.670 $ | -131.787 $ | -3,5 % |
| ROMANO BROTHERS AND COMPANY | 3.600.247 $ | +526.367 $ | +17,1 % | 3.073.880 $ | +361.144 $ | +13,3 % | 2.712.736 $ | +368.808 $ | +15,7 % | 2.343.928 $ | +737.293 $ | +45,9 % |
| Laurel Wealth Advisors LLC | 3.486.072 $ | -100.698 $ | -2,8 % | 3.586.770 $ | +285.784 $ | +8,7 % | 3.300.986 $ | -761.190 $ | -18,7 % | |||
| RETIREMITTEN FINANCIAL LLC | 3.586.702 $ | +507.903 $ | +16,5 % | 3.078.799 $ | ||||||||
| Freestone Capital Holdings, LLC | 3.580.346 $ | +1.033.946 $ | +40,6 % | 2.546.400 $ | +26.012 $ | +1,0 % | 2.520.388 $ | +313.595 $ | +14,2 % | |||
| Roble, Belko & Company, Inc | 2.393.000 $ | +159.000 $ | +7,1 % | 2.234.000 $ | -1.340.000 $ | -37,5 % | 3.574.000 $ | -129.000 $ | -3,5 % | |||
| GPM Growth Investors, Inc. | 3.573.426 $ | |||||||||||
| James Hambro & Partners LLP | 3.572.118 $ | |||||||||||
| KELLEHER FINANCIAL ADVISORS | 3.565.600 $ | |||||||||||
| Hofer & Associates. Inc | 1.769.734 $ | -1.794.336 $ | -50,3 % | 3.564.070 $ | +343.161 $ | +10,7 % | 3.220.909 $ | +137.285 $ | +4,5 % | 3.083.624 $ | +164.778 $ | +5,6 % |
| Legacy Bridge, LLC | 3.553.560 $ | +324.361 $ | +10,0 % | 3.229.199 $ | +307.707 $ | +10,5 % | 2.921.492 $ | +545.490 $ | +23,0 % | |||
| Seascape Capital Management | 3.551.000 $ | +296.000 $ | +9,1 % | 3.255.000 $ | -30.000 $ | -0,9 % | 3.285.000 $ | +889.000 $ | +37,1 % | |||
| Waycross Investment Management Co | 3.546.625 $ | +658.057 $ | +22,8 % | 2.888.568 $ | +162.641 $ | +6,0 % | 2.725.927 $ | |||||
| MGB Wealth Management, LLC | 3.545.886 $ | -88.041 $ | -2,4 % | |||||||||
| SARD WEALTH MANAGEMENT GROUP, LLC | 3.522.057 $ | +208.710 $ | +6,3 % | 3.313.347 $ | +521.183 $ | +18,7 % | 2.792.164 $ | -218.041 $ | -7,2 % | 3.010.205 $ | +105.005 $ | +3,6 % |
| Strive Financial Group ,LLC | 3.505.348 $ | +1.345.348 $ | +62,3 % | 2.160.000 $ | +273.422 $ | +14,5 % | 1.886.578 $ | |||||
| OAK FAMILY ADVISORS, LLC | 2.742.559 $ | -761.822 $ | -21,7 % | 3.504.381 $ | ||||||||
| Johnson Financial Group, LLC | 3.493.508 $ | +1.976.155 $ | +130,2 % | 1.517.353 $ | +1.146.227 $ | +308,9 % | 371.126 $ | |||||
| Livet Wealth, LLC | 3.490.862 $ | +294.065 $ | +9,2 % | 3.196.797 $ | +19.742 $ | +0,6 % | 3.177.055 $ | |||||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 3.429.014 $ | -60.611 $ | -1,7 % | 3.489.625 $ | +523.717 $ | +17,7 % | 2.965.908 $ | +16.070 $ | +0,5 % | 2.949.838 $ | +91.405 $ | +3,2 % |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 3.488.477 $ | +125.817 $ | +3,7 % | 3.362.660 $ | +973.339 $ | +40,7 % | 2.389.321 $ | -12.760 $ | -0,5 % | |||
| Unique Wealth Strategies, LLC | 3.424.995 $ | +0 $ | +0,0 % | 3.424.995 $ | -51.161 $ | -1,5 % | 3.476.156 $ | +300.121 $ | +9,4 % | 3.176.035 $ | -142.753 $ | -4,3 % |
| Smart Portfolios, LLC | 3.471.430 $ | +47.164 $ | +1,4 % | 3.424.266 $ | -427.667 $ | -11,1 % | ||||||
| Fiduciary Group, LLC | 3.464.813 $ | +189.341 $ | +5,8 % | 3.275.472 $ | +137.364 $ | +4,4 % | 3.138.108 $ | +143.305 $ | +4,8 % | |||
| Creekside Partners | 3.461.871 $ | +660.022 $ | +23,6 % | 2.801.849 $ | +211.825 $ | +8,2 % | 2.590.024 $ | +133.066 $ | +5,4 % | |||
| LAVELLE CAPITAL LP | 2.003.903 $ | -1.457.061 $ | -42,1 % | 3.460.964 $ | ||||||||
| BALLAST ADVISORS LLC | 3.447.947 $ | +2.798.507 $ | +430,9 % | 649.440 $ | +567.288 $ | +690,5 % | 82.152 $ | +41.474 $ | +102,0 % | |||
| Kapstone Financial Advisors LLC | 3.446.754 $ | +988.124 $ | +40,2 % | 2.458.630 $ | +1.139.887 $ | +86,4 % | 1.318.743 $ | +67.756 $ | +5,4 % | |||
| Kohmann Bosshard Financial Services, LLC | 3.440.699 $ | +312.887 $ | +10,0 % | 3.127.812 $ | -83.608 $ | -2,6 % | 3.211.420 $ | -2.301.348 $ | -41,7 % | |||
| Dana Investment Advisors, Inc. | 3.439.237 $ | +115.035 $ | +3,5 % | 3.324.202 $ | +2.382 $ | +0,1 % | 3.321.820 $ | +36.833 $ | +1,1 % | |||
| IAG Wealth Partners, LLC | 3.431.604 $ | +420.106 $ | +14,0 % | 3.011.498 $ | -23.340 $ | -0,8 % | 3.034.838 $ | -87.326 $ | -2,8 % | |||
| Gryphon Financial Partners LLC | 3.427.139 $ | +141.200 $ | +4,3 % | 3.285.939 $ | +266.852 $ | +8,8 % | 3.019.087 $ | -751.318 $ | -19,9 % | |||
| Vantage Point Financial LLC | 1.652.921 $ | -451.831 $ | -21,5 % | 2.104.752 $ | -1.321.777 $ | -38,6 % | 3.426.529 $ | +354.335 $ | +11,5 % | |||
| SURIENCE PRIVATE WEALTH LLC | 490.050 $ | -2.933.211 $ | -85,7 % | 3.423.261 $ | ||||||||
| Virginia Estate & Retirement Planning Advisors Inc. | 3.410.707 $ | +3.340.590 $ | +4.764,3 % | 70.117 $ | ||||||||
| Alliance Wealth Advisors, LLC | 3.410.566 $ | +553.565 $ | +19,4 % | 2.857.001 $ | +239.098 $ | +9,1 % | 2.617.903 $ | +94.245 $ | +3,7 % | 2.523.658 $ | +128.788 $ | +5,4 % |
| J.M. Arbour, LLC | 1.981.119 $ | -667.009 $ | -25,2 % | 2.648.128 $ | -742.827 $ | -21,9 % | 3.390.955 $ | |||||
| Broadleaf Partners, LLC | 3.389.340 $ | +132.216 $ | +4,1 % | 3.257.124 $ | +36.585 $ | +1,1 % | 3.220.539 $ | |||||
| Laraway Financial Advisors Inc | 3.385.672 $ | +300.127 $ | +9,7 % | 3.085.545 $ | +218.333 $ | +7,6 % | 2.867.212 $ | +261.440 $ | +10,0 % | |||
| Compass Financial Group, Inc. | 3.289.123 $ | -37.877 $ | -1,1 % | 3.327.000 $ | -50.388 $ | -1,5 % | 3.377.388 $ | -41.915 $ | -1,2 % | |||
| SIMPLEX TRADING, LLC | 3.376.529 $ | +2.517.433 $ | +293,0 % | 859.096 $ | +651.211 $ | +313,3 % | 207.885 $ | -804.115 $ | -79,5 % | |||
| Outlook Wealth Advisors, LLC | 2.654.351 $ | -718.337 $ | -21,3 % | 3.372.688 $ | +251.378 $ | +8,1 % | 3.121.310 $ | -124.055 $ | -3,8 % | |||
| SP Asset Management LLC | 3.316.452 $ | +664.225 $ | +25,0 % | 2.652.227 $ | -717.941 $ | -21,3 % | 3.370.168 $ | -134.684 $ | -3,8 % | |||
| Roan Capital Partners | 2.794.619 $ | -27.300 $ | -1,0 % | 2.821.919 $ | -544.796 $ | -16,2 % | 3.366.715 $ | |||||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3.366.366 $ | +253.096 $ | +8,1 % | 3.113.270 $ | -32.388 $ | -1,0 % | 3.145.658 $ | -274.049 $ | -8,0 % | |||
| TopTier Wealth Management, LLC | 3.363.852 $ | +1.506 $ | +0,0 % | 3.362.346 $ | +171.799 $ | +5,4 % | 3.190.547 $ | -132.918 $ | -4,0 % | 3.323.465 $ | ||
| Northstar Advisory Group, LLC | 3.359.386 $ | +2.387.953 $ | +245,8 % | 971.433 $ | ||||||||
| Thrive Wealth Management, LLC | 3.295.244 $ | -54.804 $ | -1,6 % | 3.350.048 $ | +549.498 $ | +19,6 % | 2.800.550 $ | +167.271 $ | +6,4 % | 2.633.279 $ | -48.814 $ | -1,8 % |
| ARBOR TRUST WEALTH ADVISORS, LLC | 3.349.099 $ | +659.300 $ | +24,5 % | 2.689.799 $ | +1.942.479 $ | +259,9 % | 747.320 $ | +402.046 $ | +116,4 % | |||
| Trust Point Inc. | 3.226.182 $ | +473.343 $ | +17,2 % | 2.752.839 $ | -594.025 $ | -17,7 % | 3.346.864 $ | -180.998 $ | -5,1 % | |||
| OFC FINANCIAL PLANNING, LLC | 3.346.640 $ | +201.668 $ | +6,4 % | 3.144.972 $ | +3.067 $ | +0,1 % | 3.141.905 $ | +214.688 $ | +7,3 % | |||
| Northwest Wealth Advisors, LLC | 3.343.003 $ | +500.373 $ | +17,6 % | 2.842.630 $ | +300.005 $ | +11,8 % | 2.542.625 $ | |||||
| Left Brain Wealth Management, LLC | 3.338.535 $ | +31.757 $ | +1,0 % | 3.306.778 $ | ||||||||
| MB, LEVIS & ASSOCIATES, LLC | 3.338.212 $ | +409.090 $ | +14,0 % | 2.929.122 $ | +642.947 $ | +28,1 % | 2.286.175 $ | +1.465.708 $ | +178,6 % | 820.467 $ | +172.144 $ | +26,6 % |
| Williams Jones Wealth Management, LLC. | 3.335.996 $ | +1.584.247 $ | +90,4 % | 1.751.749 $ | +1.376.997 $ | +367,4 % | 374.752 $ | |||||
| Xena Financial Planning, LLC | 3.334.675 $ | +106.531 $ | +3,3 % | 3.228.144 $ | +386.441 $ | +13,6 % | 2.841.703 $ | +39.625 $ | +1,4 % | 2.802.078 $ | ||
| Waterfront Wealth Inc. | 3.330.112 $ | +65.302 $ | +2,0 % | 3.264.810 $ | +66.042 $ | +2,1 % | 3.198.768 $ | -20.155 $ | -0,6 % | |||
| Investment Insight Wealth Management, LLC | 3.319.562 $ | +1.427.389 $ | +75,4 % | 1.892.173 $ | +1.262.404 $ | +200,5 % | 629.769 $ | |||||
| Grey Ledge Advisors, LLC | 2.338.176 $ | -389.816 $ | -14,3 % | 2.727.992 $ | -589.052 $ | -17,8 % | 3.317.044 $ | -2.990.542 $ | -47,4 % | |||
| Frank, Rimerman Advisors LLC | 3.313.485 $ | +80.785 $ | +2,5 % | 3.232.700 $ | +1.109.412 $ | +52,2 % | 2.123.288 $ | +17.547 $ | +0,8 % | 2.105.741 $ | -6.180 $ | -0,3 % |
| AFT, FORSYTH & COMPANY, INC. | 3.312.715 $ | +510.043 $ | +18,2 % | 2.802.672 $ | +89.552 $ | +3,3 % | 2.713.120 $ | +137.858 $ | +5,4 % | |||
| Auour Investments LLC | 2.969.938 $ | -51.535 $ | -1,7 % | 3.021.473 $ | -288.109 $ | -8,7 % | 3.309.582 $ | +292.414 $ | +9,7 % | |||
| Edge Financial Advisors LLC | 3.305.599 $ | +1.030.951 $ | +45,3 % | |||||||||
| Nordwand Advisors, LLC | 3.304.238 $ | +26.821 $ | +0,8 % | 3.277.417 $ | +702.263 $ | +27,3 % | 2.575.154 $ | +445.269 $ | +20,9 % | |||
| Kingsbury Capital Investment Advisors LLC | 2.535.561 $ | -755.460 $ | -23,0 % | 3.291.021 $ | +234.793 $ | +7,7 % | 3.056.228 $ | |||||
| KMT WEALTH MANAGEMENT, LLC | 3.291.021 $ | |||||||||||
| Joel Isaacson & Co., LLC | 2.796.494 $ | +260.294 $ | +10,3 % | 2.536.200 $ | -749.602 $ | -22,8 % | 3.285.802 $ | -258.281 $ | -7,3 % | |||
| Mills Wealth Advisors LLC | 3.281.905 $ | -223.848 $ | -6,4 % | |||||||||
| NOVUS ADVISORS, LLC | 3.277.230 $ | +359.877 $ | +12,3 % | 2.917.353 $ | +66.743 $ | +2,3 % | 2.850.610 $ | -51.752 $ | -1,8 % | |||
| Cardinal Point Capital Management ULC | 3.269.297 $ | +485.140 $ | +17,4 % | 2.784.157 $ | +2.128.552 $ | +324,7 % | 655.605 $ | |||||
| GREENBERG FINANCIAL GROUP | 3.246.471 $ | -2.790.961 $ | -46,2 % | |||||||||
| Nvest Financial, LLC | 3.085.260 $ | +185.084 $ | +6,4 % | 2.900.176 $ | -344.037 $ | -10,6 % | 3.244.213 $ | +1.436.748 $ | +79,5 % | |||
| FIRST HORIZON CORP | 3.237.952 $ | +175.940 $ | +5,7 % | 3.062.012 $ | +1.015.953 $ | +49,7 % | 2.046.059 $ | +1.535.111 $ | +300,4 % | |||
| LINCOLN CAPITAL CORP | 3.225.464 $ | +91.169 $ | +2,9 % | 3.134.295 $ | +477.564 $ | +18,0 % | 2.656.731 $ | -415.669 $ | -13,5 % | 3.072.400 $ | +89.042 $ | +3,0 % |
| Essential Planning, LLC. | 3.224.094 $ | +399.074 $ | +14,1 % | 2.825.020 $ | +853.666 $ | +43,3 % | 1.971.354 $ | +373.754 $ | +23,4 % | 1.597.600 $ | +454.115 $ | +39,7 % |
| Roger Wittlin Investment Advisory, LLC | 3.223.948 $ | +201.968 $ | +6,7 % | 3.021.980 $ | +2.399.613 $ | +385,6 % | 622.367 $ | -235.377 $ | -27,4 % | 857.744 $ | -452.104 $ | -34,5 % |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 3.007.037 $ | -62.066 $ | -2,0 % | 3.069.103 $ | +73.739 $ | +2,5 % | 2.995.364 $ | -218.364 $ | -6,8 % | 3.213.728 $ | +2.468 $ | +0,1 % |
| Privatperson | 2.714.979 $ | -326.661 $ | -10,7 % | 3.041.640 $ | -168.369 $ | -5,2 % | 3.210.009 $ | |||||
| Fisher Asset Management, LLC | 3.192.982 $ | +42.087 $ | +1,3 % | 3.150.895 $ | +678.918 $ | +27,5 % | 2.471.977 $ | +1.618.918 $ | +189,8 % | |||
| BARINGS LLC | 3.060.898 $ | +108.624 $ | +3,7 % | 2.952.274 $ | +21.464 $ | +0,7 % | 2.930.810 $ | -259.330 $ | -8,1 % | 3.190.140 $ | -1.832.809 $ | -36,5 % |
| True North Advisors, LLC | 836.996 $ | +340.193 $ | +68,5 % | 496.803 $ | -2.300.267 $ | -82,2 % | 2.797.070 $ | -390.427 $ | -12,2 % | 3.187.497 $ | -134.837 $ | -4,1 % |
| Tudor Financial Inc. | 3.183.727 $ | +797.377 $ | +33,4 % | 2.386.350 $ | -32.835 $ | -1,4 % | 2.419.185 $ | +250.629 $ | +11,6 % | |||
| ALLSTREET CAPITAL ADVISORS LLC | 3.183.598 $ | +630.604 $ | +24,7 % | 2.552.994 $ | +193.198 $ | +8,2 % | 2.359.796 $ | |||||
| Hedeker Wealth, LLC | 2.916.886 $ | -256.659 $ | -8,1 % | 3.173.545 $ | +2.042.797 $ | +180,7 % | 1.130.748 $ | -629.510 $ | -35,8 % | |||
| Oder Investment Management, LLC | 3.165.352 $ | +117.970 $ | +3,9 % | 3.047.382 $ | +687.166 $ | +29,1 % | 2.360.216 $ | -1.859.104 $ | -44,1 % | |||
| BCU Wealth Advisors, LLC | 1.899.173 $ | -516.139 $ | -21,4 % | 2.415.312 $ | -644.922 $ | -21,1 % | 3.060.234 $ | -104.035 $ | -3,3 % | 3.164.269 $ | +770.667 $ | +32,2 % |
| Vilga Financial Planning LLC | 3.008.439 $ | -154.724 $ | -4,9 % | 3.163.163 $ | +580.111 $ | +22,5 % | 2.583.052 $ | +75.074 $ | +3,0 % | 2.507.978 $ | ||
| SHUFRO ROSE & CO LLC | 3.159.506 $ | +225.659 $ | +7,7 % | 2.933.847 $ | +81.372 $ | +2,9 % | 2.852.475 $ | -7.185.150 $ | -71,6 % | |||
| Cassilly Financial Group LLC | 3.153.194 $ | +424.085 $ | +15,5 % | 2.729.109 $ | -334.227 $ | -10,9 % | 3.063.336 $ | +62.075 $ | +2,1 % | 3.001.261 $ | ||
| MMBG INVESTMENT ADVISORS CO. | 3.151.648 $ | +403.498 $ | +14,7 % | 2.748.150 $ | +627.359 $ | +29,6 % | 2.120.791 $ | +381.360 $ | +21,9 % | |||
| Arcadia Wealth Management, Inc. | 3.150.067 $ | +336.257 $ | +12,0 % | 2.813.810 $ | +230.836 $ | +8,9 % | 2.582.974 $ | +172.918 $ | +7,2 % | |||
| Gemmer Asset Management LLC | 3.109.526 $ | -32.290 $ | -1,0 % | 3.141.816 $ | +444.420 $ | +16,5 % | 2.697.396 $ | -87.175 $ | -3,1 % | 2.784.571 $ | +79.504 $ | +2,9 % |
| Talisman Wealth Advisors LLC | 1.286.119 $ | -1.852.814 $ | -59,0 % | 3.138.933 $ | +634.166 $ | +25,3 % | 2.504.767 $ | +515.640 $ | +25,9 % | |||
| BIRCH FINANCIAL GROUP, LLC | 3.138.898 $ | +1.070.753 $ | +51,8 % | 2.068.145 $ | +152.834 $ | +8,0 % | 1.915.311 $ | +75.417 $ | +4,1 % | |||
| Elwood & Goetz Wealth Advisory Group, LLC | 3.128.002 $ | +314.669 $ | +11,2 % | 2.813.333 $ | +7.542 $ | +0,3 % | 2.805.791 $ | -170.935 $ | -5,7 % | |||
| Baron Financial Group, LLC | 3.051.698 $ | -70.708 $ | -2,3 % | 3.122.406 $ | +395.669 $ | +14,5 % | 2.726.737 $ | -115.997 $ | -4,1 % | 2.842.734 $ | -60.054 $ | -2,1 % |
| WJ Financial Advisors LLC | 3.107.459 $ | +220.927 $ | +7,7 % | 2.886.532 $ | +508.490 $ | +21,4 % | 2.378.042 $ | +348.414 $ | +17,2 % | |||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.106.556 $ | +618.222 $ | +24,8 % | 2.488.334 $ | -143.623 $ | -5,5 % | 2.631.957 $ | +250.806 $ | +10,5 % | |||
| Guardian Capital, LLC | 1.904.680 $ | -569.131 $ | -23,0 % | 2.473.811 $ | -632.511 $ | -20,4 % | 3.106.322 $ | |||||
| Meramec Financial Planners, LLC | 3.094.051 $ | +48.088 $ | +1,6 % | 3.045.963 $ | -56.928 $ | -1,8 % | 3.102.891 $ | |||||
| Walleye Partners, LLC | 3.091.438 $ | +122.637 $ | +4,1 % | 2.968.801 $ | +1.801.274 $ | +154,3 % | 1.167.527 $ | |||||
| Ballast Rock Private Wealth LLC | 3.091.238 $ | +657.778 $ | +27,0 % | 2.433.460 $ | +61.875 $ | +2,6 % | 2.371.585 $ | |||||
| COOKSON PEIRCE & CO INC | 2.541.594 $ | -125.639 $ | -4,7 % | 2.667.233 $ | -421.615 $ | -13,6 % | 3.088.848 $ | +109.732 $ | +3,7 % | |||
| Calamos Wealth Management LLC | 3.084.990 $ | +864.499 $ | +38,9 % | 2.220.491 $ | -67.088 $ | -2,9 % | 2.287.579 $ | +66.787 $ | +3,0 % | |||
| Sachetta, LLC | 3.081.901 $ | +394.065 $ | +14,7 % | 2.687.836 $ | +77.637 $ | +3,0 % | 2.610.199 $ | -994.963 $ | -27,6 % | |||
| JIM SAULNIER & ASSOCIATES, LLC | 1.143.229 $ | -1.862.053 $ | -62,0 % | 3.005.282 $ | -75.685 $ | -2,5 % | 3.080.967 $ | -134.637 $ | -4,2 % | |||
| Grant Private Wealth Management Inc | 2.577.428 $ | -484.445 $ | -15,8 % | 3.061.873 $ | +583.760 $ | +23,6 % | 2.478.113 $ | +71.077 $ | +3,0 % | 2.407.036 $ | -94.379 $ | -3,8 % |
| Pitti Group Wealth Management, LLC | 3.055.118 $ | +608.530 $ | +24,9 % | 2.446.588 $ | +106.393 $ | +4,5 % | 2.340.195 $ | +51.942 $ | +2,3 % | |||
| Bahl & Gaynor LLC | 3.050.542 $ | +489.619 $ | +19,1 % | 2.560.923 $ | +370.655 $ | +16,9 % | 2.190.268 $ | +56.595 $ | +2,7 % | |||
| Orca Investment Management, LLC | 2.835.027 $ | -8.827 $ | -0,3 % | 2.843.854 $ | -206.106 $ | -6,8 % | 3.049.960 $ | -101.579 $ | -3,2 % | |||
| STEINBERGANNA WEALTH MANAGEMENT | 3.048.816 $ | +322.893 $ | +11,8 % | 2.725.923 $ | +263.089 $ | +10,7 % | 2.462.834 $ | -527.447 $ | -17,6 % | |||
| Partnership Wealth Management, LLC | 2.967.218 $ | -80.267 $ | -2,6 % | 3.047.485 $ | +373.215 $ | +14,0 % | 2.674.270 $ | -100.370 $ | -3,6 % | 2.774.640 $ | +89.643 $ | +3,3 % |
| Silver Grove Financial Group, Inc. | 3.047.402 $ | +782.469 $ | +34,5 % | 2.264.933 $ | -102.220 $ | -4,3 % | 2.367.153 $ | +441.439 $ | +22,9 % | |||
| Atlas Wealth Partners, LLC | 3.025.195 $ | -17.160 $ | -0,6 % | 3.042.355 $ | +92.344 $ | +3,1 % | 2.950.011 $ | +275.534 $ | +10,3 % | |||
| BOSTON FAMILY OFFICE LLC | 3.031.000 $ | +805.000 $ | +36,2 % | 2.226.000 $ | -400.000 $ | -15,2 % | 2.626.000 $ | -298.000 $ | -10,2 % | |||
| ZACKS INVESTMENT MANAGEMENT | 3.028.950 $ | +1.061.709 $ | +54,0 % | 1.967.241 $ | +1.007.577 $ | +105,0 % | 959.664 $ | +63.435 $ | +7,1 % | |||
| GATEWAY INVESTMENT ADVISERS LLC | 3.027.442 $ | +1.088.440 $ | +56,1 % | 1.939.002 $ | +1.155.478 $ | +147,5 % | 783.524 $ | |||||
| Redmond Asset Management, LLC | 2.857.074 $ | -15.085 $ | -0,5 % | 2.872.159 $ | -154.428 $ | -5,1 % | 3.026.587 $ | -1.404.308 $ | -31,7 % | |||
| SHEPHERD KAPLAN KROCHUK, LLC | 3.023.374 $ | +413.033 $ | +15,8 % | 2.610.341 $ | -136.664 $ | -5,0 % | 2.747.005 $ | -554.688 $ | -16,8 % | |||
| Ellevest, Inc. | 3.010.961 $ | +442.179 $ | +17,2 % | 2.568.782 $ | +67.834 $ | +2,7 % | 2.500.948 $ | -3.449.637 $ | -58,0 % | |||
| MATTERS CAPITAL LLC | 3.003.948 $ | +521.916 $ | +21,0 % | 2.482.032 $ | +345.398 $ | +16,2 % | 2.136.634 $ | |||||
| Lantern Wealth Advisors, LLC | 3.003.403 $ | +800.165 $ | +36,3 % | 2.203.238 $ | -603.267 $ | -21,5 % | 2.806.505 $ | +877.905 $ | +45,5 % | |||
| EIGHT 31 FINANCIAL, LLC | 3.001.542 $ | +514.954 $ | +20,7 % | 2.486.588 $ | +133.417 $ | +5,7 % | 2.353.171 $ | +60.737 $ | +2,6 % | |||
| Seven Hills Financial, LLC | 3.001.156 $ | |||||||||||
| VANGUARD ADVISERS INC | 2.999.840 $ | +725.225 $ | +31,9 % | 2.274.615 $ | ||||||||
| Kachkovsky & Fisher, Inc. | 2.854.842 $ | -144.595 $ | -4,8 % | 2.999.437 $ | ||||||||
| IRON Financial LLC | 2.994.746 $ | +160.476 $ | +5,7 % | 2.834.270 $ | +10.316 $ | +0,4 % | 2.823.954 $ | +1.375.107 $ | +94,9 % | |||
| FIDUCIARY FINANCIAL GROUP, LLC | 2.983.914 $ | +51.146 $ | +1,7 % | 2.932.768 $ | +371.014 $ | +14,5 % | 2.561.754 $ | +451.335 $ | +21,4 % | 2.110.419 $ | +718.789 $ | +51,7 % |
| Guardian Financial Partners, LLC | 2.983.604 $ | +151.545 $ | +5,4 % | 2.832.059 $ | -48.672 $ | -1,7 % | 2.880.731 $ | -317.721 $ | -9,9 % | |||
| Leeward Financial Partners, LLC | 2.981.743 $ | +551.304 $ | +22,7 % | 2.430.439 $ | ||||||||
| Clear Point Advisors Inc. | 2.967.230 $ | +1.943.499 $ | +189,8 % | 1.023.731 $ | -1.882.383 $ | -64,8 % | 2.906.114 $ | +141.051 $ | +5,1 % | |||
| AMARILLO NATIONAL BANK | 2.957.582 $ | +345.887 $ | +13,2 % | 2.611.695 $ | -136.239 $ | -5,0 % | 2.747.934 $ | +39.040 $ | +1,4 % | |||
| PETRA FINANCIAL ADVISORS INC | 2.954.707 $ | +903.373 $ | +44,0 % | 2.051.334 $ | -419.384 $ | -17,0 % | 2.470.718 $ | +641.881 $ | +35,1 % | |||
| Stokes Family Office, LLC | 2.900.262 $ | -54.167 $ | -1,8 % | 2.954.429 $ | +295.860 $ | +11,1 % | 2.658.569 $ | +225.385 $ | +9,3 % | |||
| E&G Advisors, LLC | 2.954.305 $ | +240.568 $ | +8,9 % | 2.713.737 $ | +1.040.791 $ | +62,2 % | 1.672.946 $ | +110.337 $ | +7,1 % | 1.562.609 $ | -32.016 $ | -2,0 % |
| Palogic Value Management, L.P. | 2.950.080 $ | +1.872.992 $ | +173,9 % | 1.077.088 $ | +240.160 $ | +28,7 % | 836.928 $ | |||||
| Nikulski Financial, Inc. | 1.946.355 $ | -145.112 $ | -6,9 % | 2.091.467 $ | -853.433 $ | -29,0 % | 2.944.900 $ | -45.818 $ | -1,5 % | |||
| Montecito Bank & Trust | 2.943.410 $ | +233.060 $ | +8,6 % | 2.710.350 $ | +308.262 $ | +12,8 % | 2.402.088 $ | +5.229 $ | +0,2 % | 2.396.859 $ | -137.642 $ | -5,4 % |
| 1900 WEALTH MANAGEMENT LLC | 2.927.009 $ | -11.806 $ | -0,4 % | 2.938.815 $ | +350.491 $ | +13,5 % | 2.588.324 $ | +277.091 $ | +12,0 % | 2.311.233 $ | -52.791 $ | -2,2 % |
| ORSER CAPITAL MANAGEMENT, LLC | 2.929.903 $ | -42.725 $ | -1,4 % | |||||||||
| Cambridge Financial Group, LLC | 2.927.363 $ | +0 $ | +0,0 % | 2.927.363 $ | +273.989 $ | +10,3 % | 2.653.374 $ | +305.015 $ | +13,0 % | 2.348.359 $ | -351.959 $ | -13,0 % |
| Appalachian Capital Management Ltd | 2.856.221 $ | -70.529 $ | -2,4 % | 2.926.750 $ | +362.964 $ | +14,2 % | 2.563.786 $ | -117.602 $ | -4,4 % | 2.681.388 $ | ||
| Essential Partners LLC | 2.921.626 $ | +14.939 $ | +0,5 % | 2.906.687 $ | +777.302 $ | +36,5 % | 2.129.385 $ | +513.959 $ | +31,8 % | 1.615.426 $ | +164.292 $ | +11,3 % |
| Wealth Quarterback LLC | 2.918.428 $ | +19.627 $ | +0,7 % | 2.898.801 $ | +701.842 $ | +31,9 % | 2.196.959 $ | +73.076 $ | +3,4 % | 2.123.883 $ | -272.095 $ | -11,4 % |
| Murphy & Mullick Capital Management Corp | 2.917.086 $ | +253.721 $ | +9,5 % | 2.663.365 $ | +239.284 $ | +9,9 % | 2.424.081 $ | +91.330 $ | +3,9 % | |||
| Greykasell Wealth Strategies, Inc. | 2.916.832 $ | +178.488 $ | +6,5 % | 2.738.344 $ | -111.018 $ | -3,9 % | 2.849.362 $ | +58.952 $ | +2,1 % | |||
| ProCore Advisors, LLC | 555.175 $ | -738.250 $ | -57,1 % | 1.293.425 $ | +472.085 $ | +57,5 % | 821.340 $ | -2.091.180 $ | -71,8 % | 2.912.520 $ | ||
| Orcam Financial Group | 2.909.981 $ | +2.262.800 $ | +349,6 % | 647.181 $ | +1.379 $ | +0,2 % | 645.802 $ | +3.428 $ | +0,5 % | |||
| MYCIO WEALTH PARTNERS, LLC | 2.907.268 $ | +98.849 $ | +3,5 % | 2.808.419 $ | +101.868 $ | +3,8 % | 2.706.551 $ | +71.229 $ | +2,7 % | |||
| Concorde Financial Corp | 2.906.876 $ | +351.902 $ | +13,8 % | 2.554.974 $ | -101.157 $ | -3,8 % | 2.656.131 $ | -6.954.813 $ | -72,4 % | |||
| VERUS WEALTH MANAGEMENT, LLC | 2.819.904 $ | -83.224 $ | -2,9 % | 2.903.128 $ | +452.601 $ | +18,5 % | 2.450.527 $ | +86.736 $ | +3,7 % | 2.363.791 $ | -20.404 $ | -0,9 % |
| Center for Financial Planning, Inc. | 2.902.997 $ | +240.663 $ | +9,0 % | 2.662.334 $ | -154.843 $ | -5,5 % | 2.817.177 $ | +18.925 $ | +0,7 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.895.645 $ | +447.304 $ | +18,3 % | 2.448.341 $ | -301.132 $ | -11,0 % | 2.749.473 $ | +694.688 $ | +33,8 % | 2.054.785 $ | -151.939 $ | -6,9 % |
| Renasant Bank | 2.893.022 $ | +480.649 $ | +19,9 % | 2.412.373 $ | +747.427 $ | +44,9 % | 1.664.946 $ | +767.247 $ | +85,5 % | |||
| Phillip James Consulting Co. | 2.881.079 $ | +2.798.079 $ | +3.371,2 % | 83.000 $ | ||||||||
| K2 Financial Inc. | 2.880.932 $ | +76.055 $ | +2,7 % | 2.804.877 $ | +281.048 $ | +11,1 % | 2.523.829 $ | +124.739 $ | +5,2 % | |||
| Keeler Thomas Management LLC | 2.880.742 $ | |||||||||||
| Coquina Private Wealth LLC | 2.880.684 $ | +269.397 $ | +10,3 % | 2.611.287 $ | +149.119 $ | +6,1 % | 2.462.168 $ | |||||
| Putney Financial Group LLC | 2.871.145 $ | +1.017.490 $ | +54,9 % | 1.853.655 $ | +895.837 $ | +93,5 % | 957.818 $ | +447.903 $ | +87,8 % | |||
| American Institute for Advanced Investment Management, LLP | 2.871.028 $ | +1.034.654 $ | +56,3 % | 1.836.374 $ | +17.485 $ | +1,0 % | 1.818.889 $ | -461.960 $ | -20,3 % | |||
| HOLDERNESS INVESTMENTS CO | 2.864.791 $ | +133.066 $ | +4,9 % | 2.731.725 $ | +95.177 $ | +3,6 % | 2.636.548 $ | -14.906 $ | -0,6 % | |||
| Nelson Capital Management, LLC | 1.688.963 $ | -635.186 $ | -27,3 % | 2.324.149 $ | -534.721 $ | -18,7 % | 2.858.870 $ | -364.196 $ | -11,3 % | |||
| Garton & Associates Financial Advisors LLC | 2.092.264 $ | -295.303 $ | -12,4 % | 2.387.567 $ | -469.352 $ | -16,4 % | 2.856.919 $ | |||||
| SUTTON PLACE INVESTORS LLC | 881.704 $ | -766.356 $ | -46,5 % | 1.648.060 $ | -71.632 $ | -4,2 % | 1.719.692 $ | -1.127.512 $ | -39,6 % | 2.847.204 $ | +254.247 $ | +9,8 % |
| Teucrium Investment Advisors, LLC | 2.303.139 $ | -225.418 $ | -8,9 % | 2.528.557 $ | -317.408 $ | -11,2 % | 2.845.965 $ | |||||
| CONTINENTAL ADVISORS LLC | 1.972.188 $ | -40.824 $ | -2,0 % | 2.013.012 $ | -832.788 $ | -29,3 % | 2.845.800 $ | +103.224 $ | +3,8 % | 2.742.576 $ | +53.040 $ | +2,0 % |
| Ewing Morris & Co. Investment Partners Ltd. | 2.844.891 $ | |||||||||||
| Clearview Wealth Management LLC | 2.842.401 $ | +916.644 $ | +47,6 % | 1.925.757 $ | +225.381 $ | +13,3 % | 1.700.376 $ | |||||
| Burnham & Co LLC | 2.842.162 $ | |||||||||||
| Spinnaker Investment Group, LLC | 2.573.153 $ | -256.546 $ | -9,1 % | 2.829.699 $ | +1.057.096 $ | +59,6 % | 1.772.603 $ | -903.930 $ | -33,8 % | 2.676.533 $ | +221.763 $ | +9,0 % |
| MOSELEY INVESTMENT MANAGEMENT INC | 2.828.126 $ | +176.716 $ | +6,7 % | 2.651.410 $ | +161.276 $ | +6,5 % | ||||||
| Legacy Advisory Services, LLC | 2.825.651 $ | |||||||||||
| Advisory Advocates, LLC | 2.825.349 $ | +508.443 $ | +21,9 % | 2.316.906 $ | -74.845 $ | -3,1 % | 2.391.751 $ | |||||
| Bangor Savings Bank | 2.271.240 $ | -551.538 $ | -19,5 % | 2.822.778 $ | +337.655 $ | +13,6 % | 2.485.123 $ | +43.594 $ | +1,8 % | 2.441.529 $ | +73.415 $ | +3,1 % |
| Destiny Capital Corp/CO | 2.524.633 $ | +28.057 $ | +1,1 % | 2.496.576 $ | -325.626 $ | -11,5 % | 2.822.202 $ | -60.688 $ | -2,1 % | |||
| CHIRON CAPITAL MANAGEMENT, LLC | 2.821.238 $ | +55.468 $ | +2,0 % | 2.765.770 $ | +830.371 $ | +42,9 % | 1.935.399 $ | -267.937 $ | -12,2 % | |||
| EVERPAR ADVISORS LLC | 1.670.217 $ | -318.946 $ | -16,0 % | 1.989.163 $ | -826.685 $ | -29,4 % | 2.815.848 $ | -3.662.932 $ | -56,5 % | |||
| Verdence Capital Advisors LLC | 2.578.000 $ | +435.125 $ | +20,3 % | 2.142.875 $ | -669.286 $ | -23,8 % | 2.812.161 $ | +361.424 $ | +14,7 % | |||
| Significant Wealth Partners LLC | 2.807.001 $ | +840.183 $ | +42,7 % | 1.966.818 $ | +1.363.939 $ | +226,2 % | 602.879 $ | |||||
| LOCKERMAN FINANCIAL GROUP, INC. | 2.804.709 $ | +407.957 $ | +17,0 % | 2.396.752 $ | +169.929 $ | +7,6 % | 2.226.823 $ | +250.652 $ | +12,7 % | |||
| Forthright Family Wealth Advisory LLC | 1.577.845 $ | -1.225.841 $ | -43,7 % | 2.803.686 $ | +1.580.771 $ | +129,3 % | 1.222.915 $ | -17.503 $ | -1,4 % | |||
| Strait & Sound Wealth Management LLC | 2.802.868 $ | +820.172 $ | +41,4 % | 1.982.696 $ | -103.609 $ | -5,0 % | 2.086.305 $ | -19.587 $ | -0,9 % | |||
| BancFirst Trust & Investment Management | 2.789.840 $ | +65.837 $ | +2,4 % | 2.724.003 $ | -28.424 $ | -1,0 % | 2.752.427 $ | +19.267 $ | +0,7 % | |||
| ARTHUR M. COHEN & ASSOCIATES, LLC | 2.781.294 $ | +138.762 $ | +5,3 % | 2.642.532 $ | -126.073 $ | -4,6 % | 2.768.605 $ | -80.443 $ | -2,8 % | |||
| Red Tortoise LLC | 2.781.198 $ | +62.172 $ | +2,3 % | 2.719.026 $ | +82.801 $ | +3,1 % | ||||||
| GRANVILLE CAPITAL, INC. | 2.775.739 $ | +361.773 $ | +15,0 % | 2.413.966 $ | +87.560 $ | +3,8 % | 2.326.406 $ | |||||
| Conrad Siegel Investment Advisors, Inc. | 2.698.666 $ | -74.335 $ | -2,7 % | 2.773.001 $ | +435.967 $ | +18,7 % | 2.337.034 $ | +675.297 $ | +40,6 % | 1.661.737 $ | +130.498 $ | +8,5 % |
| Advisory Solutions Group, LLC | 2.772.496 $ | +374.768 $ | +15,6 % | 2.397.728 $ | ||||||||
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 2.696.327 $ | -70.380 $ | -2,5 % | 2.766.707 $ | +212.454 $ | +8,3 % | 2.554.253 $ | -2.162 $ | -0,1 % | |||
| Integrated Wealth Management | 1.820.105 $ | -34.888 $ | -1,9 % | 1.854.993 $ | -200.170 $ | -9,7 % | 2.055.163 $ | -707.265 $ | -25,6 % | 2.762.428 $ | ||
| Ethic Inc. | 2.761.261 $ | +2.252.714 $ | +443,0 % | 508.547 $ | +290.687 $ | +133,4 % | 217.860 $ | |||||
| Prosperity Wealth Management, Inc. | 2.760.651 $ | +556.474 $ | +25,2 % | |||||||||
| Berman McAleer LLC | 2.688.658 $ | -69.737 $ | -2,5 % | 2.758.395 $ | +434.892 $ | +18,7 % | 2.323.503 $ | +43.544 $ | +1,9 % | 2.279.959 $ | +40.459 $ | +1,8 % |
| AMG Asset Management Group, Inc. | 2.756.838 $ | +52.830 $ | +2,0 % | 2.704.008 $ | +409.463 $ | +17,8 % | 2.294.545 $ | |||||
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2.755.010 $ | +595.410 $ | +27,6 % | 2.159.600 $ | +144.613 $ | +7,2 % | 2.014.987 $ | +456.836 $ | +29,3 % | |||
| WINNACLE WEALTH LLC | 2.751.628 $ | +940.834 $ | +52,0 % | 1.810.794 $ | +622.992 $ | +52,4 % | 1.187.802 $ | +1.183.713 $ | +28.948,7 % | 4.089 $ | -59.730 $ | -93,6 % |
| Kroeger Financial Partners | 2.710.516 $ | -38.795 $ | -1,4 % | 2.749.311 $ | ||||||||
| CSM Advisors, LLC | 2.740.000 $ | +258.000 $ | +10,4 % | 2.482.000 $ | -267.000 $ | -9,7 % | 2.749.000 $ | +163.000 $ | +6,3 % | |||
| Clark Asset Management, LLC | 2.748.275 $ | +679.460 $ | +32,8 % | 2.068.815 $ | +121.086 $ | +6,2 % | 1.947.729 $ | +853.202 $ | +78,0 % | 1.094.527 $ | -18.105.112 $ | -94,3 % |
| PGIM Custom Harvest LLC | 2.744.438 $ | +1.588.310 $ | +137,4 % | 1.156.128 $ | +272.114 $ | +30,8 % | 884.014 $ | +40.296 $ | +4,8 % | |||
| Capital Asset Managemnet, LLC | 2.443.132 $ | -301.258 $ | -11,0 % | 2.744.390 $ | ||||||||
| ADVISORTRUST PARTNERS, LLC | 2.741.588 $ | +682.478 $ | +33,1 % | 2.059.110 $ | +882.721 $ | +75,0 % | 1.176.389 $ | |||||
| Stonebridge Financial Group, LLC / MO | 2.739.434 $ | +174.335 $ | +6,8 % | 2.565.099 $ | +401.130 $ | +18,5 % | 2.163.969 $ | |||||
| RED REEF ADVISORS LLC | 2.735.204 $ | +297.731 $ | +12,2 % | 2.437.473 $ | +65.137 $ | +2,7 % | 2.372.336 $ | |||||
| Armstrong, Fleming & Moore, Inc | 2.731.648 $ | +378.678 $ | +16,1 % | 2.352.970 $ | -233.923 $ | -9,0 % | 2.586.893 $ | -577.790 $ | -18,3 % | |||
| WASHINGTON TRUST BANK | 2.728.814 $ | +118.102 $ | +4,5 % | 2.610.712 $ | +256.898 $ | +10,9 % | 2.353.814 $ | -88.228 $ | -3,6 % | |||
| Milestone Asset Management Group, LLC | 2.728.272 $ | +188.775 $ | +7,4 % | 2.539.497 $ | +179.143 $ | +7,6 % | 2.360.354 $ | +48.563 $ | +2,1 % | 2.311.791 $ | +861.411 $ | +59,4 % |
| PARTNERS WEALTH MANAGEMENT, LLC | 2.724.068 $ | +83.888 $ | +3,2 % | 2.640.180 $ | +208.944 $ | +8,6 % | 2.431.236 $ | -14.922 $ | -0,6 % | |||
| Fulcrum Equity Management | 895.474 $ | -1.821.046 $ | -67,0 % | 2.716.520 $ | +2.365.562 $ | +674,0 % | 350.958 $ | -826.016 $ | -70,2 % | 1.176.974 $ | -788.194 $ | -40,1 % |
| Upper Left Wealth Management, LLC | 2.292.462 $ | -413.773 $ | -15,3 % | 2.706.235 $ | +515.378 $ | +23,5 % | 2.190.857 $ | +90.529 $ | +4,3 % | 2.100.328 $ | -28.717 $ | -1,3 % |
| PUREfi Wealth, LLC | 2.701.011 $ | +849.815 $ | +45,9 % | 1.851.196 $ | +266.670 $ | +16,8 % | 1.584.526 $ | -110.844 $ | -6,5 % | 1.695.370 $ | +179.656 $ | +11,9 % |
| Blue Barn Wealth, LLC | 2.698.020 $ | -6.822.389 $ | -71,7 % | |||||||||
| Bravias Capital Group, LLC | 2.694.033 $ | +37.268 $ | +1,4 % | 2.656.765 $ | +19.649 $ | +0,7 % | 2.637.116 $ | +543.547 $ | +26,0 % | |||
| Horizon Investment Services, LLC | 2.693.415 $ | +837.522 $ | +45,1 % | 1.855.893 $ | -49.043 $ | -2,6 % | 1.904.936 $ | +15.952 $ | +0,8 % | |||
| ArchPoint Investors | 2.691.837 $ | -29.854 $ | -1,1 % | |||||||||
| Alteri Wealth LLC | 2.686.317 $ | +256.990 $ | +10,6 % | 2.429.327 $ | +867.268 $ | +55,5 % | 1.562.059 $ | +227.902 $ | +17,1 % | |||
| CapWealth Advisors, LLC | 2.532.366 $ | -78.204 $ | -3,0 % | 2.610.570 $ | +236.841 $ | +10,0 % | 2.373.729 $ | -308.598 $ | -11,5 % | 2.682.327 $ | -36.111 $ | -1,3 % |
| Envision Financial Transparency, LLC | 311.360 $ | -2.369.640 $ | -88,4 % | 2.681.000 $ | ||||||||
| MEANS INVESTMENT CO., INC. | 2.264.235 $ | -77.894 $ | -3,3 % | 2.342.129 $ | -336.134 $ | -12,6 % | 2.678.263 $ | -617.753 $ | -18,7 % | |||
| Strong Retirement Solutions LLC | 2.677.543 $ | +784.518 $ | +41,4 % | 1.893.025 $ | -674.526 $ | -26,3 % | 2.567.551 $ | +997.993 $ | +63,6 % | 1.569.558 $ | ||
| GUERRA PAN ADVISORS, LLC | 2.668.674 $ | +299.295 $ | +12,6 % | 2.369.379 $ | +341.870 $ | +16,9 % | 2.027.509 $ | +4.193 $ | +0,2 % | |||
| JMG Financial Group, Ltd. | 2.120.655 $ | -542.742 $ | -20,4 % | 2.663.397 $ | +170.023 $ | +6,8 % | 2.493.374 $ | -106.944 $ | -4,1 % | |||
| Global Endowment Management, LP | 2.652.000 $ | +550.000 $ | +26,2 % | 2.102.000 $ | +172.000 $ | +8,9 % | 1.930.000 $ | -40.888 $ | -2,1 % | |||
| Long Island Wealth Management, Inc. | 2.651.817 $ | +239.906 $ | +9,9 % | 2.411.911 $ | +259.526 $ | +12,1 % | 2.152.385 $ | -41.648 $ | -1,9 % | 2.194.033 $ | +65.545 $ | +3,1 % |
| ATX Financial Planning, LLC | 2.645.960 $ | +46.441 $ | +1,8 % | 2.599.519 $ | +806.886 $ | +45,0 % | 1.792.633 $ | -555.610 $ | -23,7 % | 2.348.243 $ | ||
| TICINO WEALTH | 2.644.008 $ | +21.732 $ | +0,8 % | 2.622.276 $ | +1.213.666 $ | +86,2 % | 1.408.610 $ | +195.672 $ | +16,1 % | 1.212.938 $ | ||
| Corsicana & Co. | 2.640.694 $ | +960.770 $ | +57,2 % | 1.679.924 $ | -331.164 $ | -16,5 % | 2.011.088 $ | -23.665 $ | -1,2 % | |||
| Clarendon Private LLC | 2.635.724 $ | +1.069.882 $ | +68,3 % | 1.565.842 $ | +1.319.413 $ | +535,4 % | 246.429 $ | +2.544 $ | +1,0 % | |||
| Pines Wealth Management, LLC | 2.566.160 $ | -67.404 $ | -2,6 % | 2.633.564 $ | +437.177 $ | +19,9 % | 2.196.387 $ | -138.431 $ | -5,9 % | 2.334.818 $ | +62.738 $ | +2,8 % |
| RESOLUTE CAPITAL, LLC | 2.630.788 $ | +471.239 $ | +21,8 % | 2.159.549 $ | +292.361 $ | +15,7 % | 1.867.188 $ | |||||
| Compass Advisory Group LLC | 2.621.624 $ | +127.219 $ | +5,1 % | 2.494.405 $ | +105.088 $ | +4,4 % | 2.389.317 $ | +47.890 $ | +2,0 % | |||
| RHS Financial, LLC | 2.618.294 $ | +64.342 $ | +2,5 % | 2.553.952 $ | +644.078 $ | +33,7 % | 1.909.874 $ | +504.915 $ | +35,9 % | 1.404.959 $ | +518.612 $ | +58,5 % |
| Bright Futures Wealth Management, LLC. | 2.390.738 $ | +792.328 $ | +49,6 % | 1.598.410 $ | -1.017.375 $ | -38,9 % | 2.615.785 $ | -1.678.402 $ | -39,1 % | |||
| Aries Wealth Management | 2.613.677 $ | +326.620 $ | +14,3 % | 2.287.057 $ | +106.108 $ | +4,9 % | 2.180.949 $ | -19.998 $ | -0,9 % | |||
| NAPLES GLOBAL ADVISORS, LLC | 2.610.153 $ | +983.950 $ | +60,5 % | 1.626.203 $ | +66.723 $ | +4,3 % | 1.559.480 $ | +142.138 $ | +10,0 % | |||
| Crossmark Global Holdings, Inc. | 2.385.765 $ | -214.381 $ | -8,2 % | 2.600.146 $ | +31.706 $ | +1,2 % | 2.568.440 $ | -19.575 $ | -0,8 % | 2.588.015 $ | -916.344 $ | -26,1 % |
| Westfuller Advisors, LLC | 2.599.150 $ | +200.840 $ | +8,4 % | 2.398.310 $ | +238.148 $ | +11,0 % | 2.160.162 $ | +150.925 $ | +7,5 % | |||
| ANGELES WEALTH MANAGEMENT, LLC | 2.595.016 $ | +1.006.265 $ | +63,3 % | 1.588.751 $ | -72.594 $ | -4,4 % | 1.661.345 $ | +259.274 $ | +18,5 % | |||
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.594.115 $ | +20.001 $ | +0,8 % | 2.574.114 $ | +872.516 $ | +51,3 % | 1.701.598 $ | +299.659 $ | +21,4 % | |||
| Peak Asset Management, LLC | 2.592.506 $ | +390.018 $ | +17,7 % | 2.202.488 $ | -328.916 $ | -13,0 % | 2.531.404 $ | +871.133 $ | +52,5 % | |||
| ZEGA Investments, LLC | 1.919.809 $ | +423.290 $ | +28,3 % | 1.496.519 $ | -1.083.782 $ | -42,0 % | 2.580.301 $ | -2.333.019 $ | -47,5 % | |||
| RM Financial Services, LLC | 2.579.016 $ | +242.003 $ | +10,4 % | 2.337.013 $ | +252.786 $ | +12,1 % | 2.084.227 $ | |||||
| Hurley Capital, LLC | 2.576.015 $ | +379.680 $ | +17,3 % | 2.196.335 $ | +446.226 $ | +25,5 % | 1.750.109 $ | +105.840 $ | +6,4 % | |||
| FORTRESS PRIVATE LEDGER, LLC | 2.575.208 $ | +675.486 $ | +35,6 % | 1.899.722 $ | +1.417.262 $ | +293,8 % | 482.460 $ | -361.596 $ | -42,8 % | |||
| Aspire Growth Partners LLC | 2.574.463 $ | +455.774 $ | +21,5 % | 2.118.689 $ | -30.645 $ | -1,4 % | 2.149.334 $ | +59.059 $ | +2,8 % | |||
| Garde Capital, Inc. | 2.571.033 $ | +343.218 $ | +15,4 % | 2.227.815 $ | +352.111 $ | +18,8 % | 1.875.704 $ | -97.445 $ | -4,9 % | |||
| Alpha Advisors, LLC/VA | 2.558.377 $ | -11.208 $ | -0,4 % | 2.569.585 $ | +329.437 $ | +14,7 % | 2.240.148 $ | +54.423 $ | +2,5 % | 2.185.725 $ | -38.902 $ | -1,7 % |
| Elevate Capital Advisors, LLC | 2.567.493 $ | +342.274 $ | +15,4 % | 2.225.219 $ | +1.222.583 $ | +121,9 % | 1.002.636 $ | +389.401 $ | +63,5 % | |||
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2.369.327 $ | -189.875 $ | -7,4 % | 2.559.202 $ | +199.043 $ | +8,4 % | 2.360.159 $ | +1.151.851 $ | +95,3 % | 1.208.308 $ | -174.148 $ | -12,6 % |
| Cove Private Wealth, LLC | 2.558.182 $ | +811.433 $ | +46,5 % | 1.746.749 $ | +208.218 $ | +13,5 % | 1.538.531 $ | +29.754 $ | +2,0 % | |||
| Platt Wealth Management LLC | 2.557.000 $ | +576.000 $ | +29,1 % | 1.981.000 $ | +623.000 $ | +45,9 % | 1.358.000 $ | |||||
| Van Cleef Asset Management,Inc | 2.454.685 $ | -102.172 $ | -4,0 % | 2.556.857 $ | +278.682 $ | +12,2 % | 2.278.175 $ | +50.369 $ | +2,3 % | 2.227.806 $ | -260.842 $ | -10,5 % |
| Clear Retirement Advice LLC | 2.470.412 $ | -85.178 $ | -3,3 % | 2.555.590 $ | +367.188 $ | +16,8 % | 2.188.402 $ | -71.356 $ | -3,2 % | 2.259.758 $ | ||
| Cogent Private Wealth, Inc. | 1.255.996 $ | +180.214 $ | +16,8 % | 1.075.782 $ | -1.479.695 $ | -57,9 % | 2.555.477 $ | |||||
| Cedar Wealth Management, LLC | 2.555.078 $ | +2.477.798 $ | +3.206,3 % | 77.280 $ | -2.335 $ | -2,9 % | ||||||
| Waldron Private Wealth LLC | 2.549.835 $ | +31.033 $ | +1,2 % | 2.518.802 $ | +30.715 $ | +1,2 % | 2.488.087 $ | +389.737 $ | +18,6 % | |||
| Bull Harbor Capital LLC | 2.544.929 $ | +523.383 $ | +25,9 % | 2.021.546 $ | ||||||||
| Arcadia Wealth Management, LLC | 2.539.978 $ | +726.353 $ | +40,0 % | 1.813.625 $ | +297.928 $ | +19,7 % | 1.515.697 $ | -101.573 $ | -6,3 % | 1.617.270 $ | -230.983 $ | -12,5 % |
| Allied Private Wealth LLC | 2.534.755 $ | |||||||||||
| Arvest Bank Trust Division | 2.528.623 $ | +771.340 $ | +43,9 % | 1.757.283 $ | +504.052 $ | +40,2 % | 1.253.231 $ | -19.028.637 $ | -93,8 % | |||
| 9823 Capital, L.P. | 2.203.527 $ | -325.080 $ | -12,9 % | 2.528.607 $ | +420.269 $ | +19,9 % | 2.108.338 $ | |||||
| Farrow Financial, Inc. | 2.526.846 $ | +147.121 $ | +6,2 % | 2.379.725 $ | -87.816 $ | -3,6 % | 2.467.541 $ | -78.310 $ | -3,1 % | |||
| Human Investing LLC | 2.452.218 $ | -67.626 $ | -2,7 % | 2.519.844 $ | +219.685 $ | +9,6 % | 2.300.159 $ | +36.649 $ | +1,6 % | 2.263.510 $ | +200.505 $ | +9,7 % |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2.518.548 $ | +180.260 $ | +7,7 % | 2.338.288 $ | +164.652 $ | +7,6 % | 2.173.636 $ | +64.827 $ | +3,1 % | |||
| Fourth Dimension Wealth, LLC | 2.518.527 $ | +658.528 $ | +35,4 % | 1.859.999 $ | +160.359 $ | +9,4 % | 1.699.640 $ | +634.254 $ | +59,5 % | |||
| Bond & Devick Financial Network, Inc. | 2.515.367 $ | +214.194 $ | +9,3 % | 2.301.173 $ | -6.438 $ | -0,3 % | 2.307.611 $ | +84.998 $ | +3,8 % | |||
| EFG International AG | 2.514.616 $ | +451.225 $ | +21,9 % | 2.063.391 $ | +2.028.439 $ | +5.803,5 % | 34.952 $ | |||||
| CAMBIENT FAMILY OFFICE, LLC | 2.511.513 $ | +663.074 $ | +35,9 % | 1.848.439 $ | +168.743 $ | +10,0 % | 1.679.696 $ | |||||
| AUCTUS ADVISORS LLC | 2.508.518 $ | +1.454.420 $ | +138,0 % | 1.054.098 $ | ||||||||
| HF Advisory Group, LLC | 2.507.222 $ | +227.980 $ | +10,0 % | 2.279.242 $ | +42.444 $ | +1,9 % | 2.236.798 $ | +199.643 $ | +9,8 % | 2.037.155 $ | +129.970 $ | +6,8 % |
| ShoreHaven Wealth Partners, LLC | 2.342.497 $ | -162.042 $ | -6,5 % | 2.504.539 $ | +97.963 $ | +4,1 % | 2.406.576 $ | -77.149 $ | -3,1 % | 2.483.725 $ | -668.139 $ | -21,2 % |
| Vested Financial Planning, LLC | 2.504.312 $ | +308.537 $ | +14,1 % | 2.195.775 $ | +198.193 $ | +9,9 % | 1.997.582 $ | +123.953 $ | +6,6 % | |||
| Canandaigua National Trust Co of Florida | 2.360.336 $ | +1.878.294 $ | +389,7 % | 482.042 $ | -2.019.079 $ | -80,7 % | 2.501.121 $ | +2.028.870 $ | +429,6 % | |||
| Hyposwiss Advisors SA | 2.493.641 $ | +420.504 $ | +20,3 % | 2.073.137 $ | +336.413 $ | +19,4 % | 1.736.724 $ | |||||
| Davidson Kahn Capital Management, LLC | 2.493.533 $ | +522.305 $ | +26,5 % | 1.971.228 $ | ||||||||
| Wallace Advisory Group, LLC | 619.289 $ | +107.735 $ | +21,1 % | 511.554 $ | -1.978.692 $ | -79,5 % | 2.490.246 $ | +74.838 $ | +3,1 % | |||
| BFI Wealth Solutions, LLC | 2.329.904 $ | -157.281 $ | -6,3 % | 2.487.185 $ | +345.117 $ | +16,1 % | 2.142.068 $ | +34.196 $ | +1,6 % | 2.107.872 $ | ||
| Montz Harcus Wealth Management LLC | 2.482.467 $ | +395.620 $ | +19,0 % | 2.086.847 $ | +246.469 $ | +13,4 % | 1.840.378 $ | +162.286 $ | +9,7 % | 1.678.092 $ | +66.081 $ | +4,1 % |
| Essential Investment Partners LLC | 1.666.097 $ | -70.826 $ | -4,1 % | 1.736.923 $ | -744.512 $ | -30,0 % | 2.481.435 $ | |||||
| Capital Planning LLC | 2.479.248 $ | +501.158 $ | +25,3 % | 1.978.090 $ | +183.479 $ | +10,2 % | 1.794.611 $ | -196.710 $ | -9,9 % | 1.991.321 $ | -38.233 $ | -1,9 % |
| Evergreen Wealth Partners LLC | 360.425 $ | -1.035.243 $ | -74,2 % | 1.395.668 $ | -1.079.367 $ | -43,6 % | 2.475.035 $ | |||||
| Variant Private Wealth, LLC | 2.457.337 $ | -16.382 $ | -0,7 % | 2.473.719 $ | +98.958 $ | +4,2 % | 2.374.761 $ | +82.612 $ | +3,6 % | 2.292.149 $ | -2.489.078 $ | -52,1 % |
| BLVD Private Wealth, LLC | 2.473.639 $ | +28.002 $ | +1,1 % | 2.445.637 $ | +241.329 $ | +10,9 % | 2.204.308 $ | +1.213.677 $ | +122,5 % | 990.631 $ | -284.475 $ | -22,3 % |
| CDKV HOLDINGS LLC | 1.535.935 $ | -407.705 $ | -21,0 % | 1.943.640 $ | -528.336 $ | -21,4 % | 2.471.976 $ | |||||
| Boyd Wealth Management, LLC | 2.419.948 $ | -50.092 $ | -2,0 % | 2.470.040 $ | +390.304 $ | +18,8 % | 2.079.736 $ | +75.841 $ | +3,8 % | 2.003.895 $ | +70.264 $ | +3,6 % |
| Evercore Wealth Management, LLC | 2.198.060 $ | +133.179 $ | +6,4 % | 2.064.881 $ | -404.760 $ | -16,4 % | 2.469.641 $ | -52.919 $ | -2,1 % | |||
| VISTA INVESTMENT PARTNERS LLC | 2.469.625 $ | +227.515 $ | +10,1 % | 2.242.110 $ | +275.182 $ | +14,0 % | 1.966.928 $ | +169.353 $ | +9,4 % | 1.797.575 $ | -11.438 $ | -0,6 % |
| Kinetic Wealth Investment Advisors LLC | 2.465.351 $ | |||||||||||
| KOM Wealth Management Group, LLC | 2.426.897 $ | -36.544 $ | -1,5 % | 2.463.441 $ | +398.325 $ | +19,3 % | 2.065.116 $ | +202.354 $ | +10,9 % | 1.862.762 $ | +132.006 $ | +7,6 % |
| INSIGHT 2811, INC. | 1.992.281 $ | -149.509 $ | -7,0 % | 2.141.790 $ | -320.481 $ | -13,0 % | 2.462.271 $ | -417.233 $ | -14,5 % | |||
| Everstar Asset Management, LLC | 1.257.806 $ | -1.202.586 $ | -48,9 % | 2.460.392 $ | +215.359 $ | +9,6 % | 2.245.033 $ | +1.327.530 $ | +144,7 % | |||
| Stonebridge Wealth Management, LLC | 2.362.265 $ | -89.138 $ | -3,6 % | 2.451.403 $ | -3.349 $ | -0,1 % | 2.454.752 $ | +39.056 $ | +1,6 % | 2.415.696 $ | -760.181 $ | -23,9 % |
| Clayton Financial Group LLC | 2.452.593 $ | +64.598 $ | +2,7 % | 2.387.995 $ | +414.586 $ | +21,0 % | 1.973.409 $ | +3.983 $ | +0,2 % | 1.969.426 $ | +153.213 $ | +8,4 % |
| Argent Advisors, Inc. | 2.449.414 $ | +316.605 $ | +14,8 % | 2.132.809 $ | +156.208 $ | +7,9 % | 1.976.601 $ | +74.473 $ | +3,9 % | |||
| Hills Bank & Trust Co | 2.447.038 $ | +1.369.925 $ | +127,2 % | 1.077.113 $ | +101.194 $ | +10,4 % | 975.919 $ | -996.740 $ | -50,5 % | |||
| Providence Capital Advisors, LLC | 2.443.937 $ | +622.201 $ | +34,2 % | 1.821.736 $ | +130.921 $ | +7,7 % | 1.690.815 $ | +74.740 $ | +4,6 % | |||
| Badgley Phelps Wealth Managers, LLC | 2.396.155 $ | -45.946 $ | -1,9 % | 2.442.101 $ | +621 $ | +0,0 % | 2.441.480 $ | +199.778 $ | +8,9 % | |||
| Finward Bancorp | 2.084.823 $ | -61.741 $ | -2,9 % | 2.146.564 $ | -211.220 $ | -9,0 % | 2.357.784 $ | -83.815 $ | -3,4 % | 2.441.599 $ | -95.683 $ | -3,8 % |
| RAINIER FAMILY WEALTH INC | 823.081 $ | +72.393 $ | +9,6 % | 750.688 $ | -1.687.398 $ | -69,2 % | 2.438.086 $ | +412.021 $ | +20,3 % | |||
| DEARBORN PARTNERS LLC | 2.435.262 $ | +225.426 $ | +10,2 % | 2.209.836 $ | +186.809 $ | +9,2 % | 2.023.027 $ | +276.845 $ | +15,9 % | |||
| Bensler, LLC | 2.429.038 $ | +1.029.482 $ | +73,6 % | 1.399.556 $ | +90.226 $ | +6,9 % | 1.309.330 $ | +378.617 $ | +40,7 % | |||
| VANGUARD GROUP INC | 2.425.497 $ | +148.729 $ | +6,5 % | |||||||||
| Level Wealth Management LLC | 2.423.812 $ | +721.628 $ | +42,4 % | 1.702.184 $ | +721.086 $ | +73,5 % | 981.098 $ | -235.591 $ | -19,4 % | |||
| Keystone Global Partners, LLC | 2.422.603 $ | +266.112 $ | +12,3 % | 2.156.491 $ | +711.759 $ | +49,3 % | 1.444.732 $ | |||||
| Aviance Capital Partners, LLC | 2.338.815 $ | -81.968 $ | -3,4 % | 2.420.783 $ | +149.530 $ | +6,6 % | 2.271.253 $ | +150.246 $ | +7,1 % | |||
| Linscomb Wealth, Inc. | 2.408.944 $ | +1.104.086 $ | +84,6 % | 1.304.858 $ | +930.656 $ | +248,7 % | 374.202 $ | -478 $ | -0,1 % | |||
| New Insight Wealth Advisors | 2.408.652 $ | +473.272 $ | +24,5 % | 1.935.380 $ | +422.461 $ | +27,9 % | 1.512.919 $ | +587.723 $ | +63,5 % | |||
| Capital Square, LLC | 2.351.785 $ | -53.455 $ | -2,2 % | 2.405.240 $ | +149.790 $ | +6,6 % | 2.255.450 $ | +233.156 $ | +11,5 % | 2.022.294 $ | +185.808 $ | +10,1 % |
| Precision Wealth Strategies, LLC | 2.350.787 $ | +264.447 $ | +12,7 % | 2.086.340 $ | -317.690 $ | -13,2 % | 2.404.030 $ | -383.719 $ | -13,8 % | |||
| LGT Financial Advisors LLC | 2.143.276 $ | -258.479 $ | -10,8 % | 2.401.755 $ | +78.867 $ | +3,4 % | 2.322.888 $ | -959.196 $ | -29,2 % | |||
| Coastline Trust Co | 2.132.444 $ | -266.587 $ | -11,1 % | 2.399.031 $ | +1.461.718 $ | +155,9 % | 937.313 $ | +219.737 $ | +30,6 % | 717.576 $ | +514.980 $ | +254,2 % |
| Millennium Capital Advisors, LLC | 2.106.102 $ | -4.144 $ | -0,2 % | 2.110.246 $ | -244.757 $ | -10,4 % | 2.355.003 $ | -42.844 $ | -1,8 % | 2.397.847 $ | +18.381 $ | +0,8 % |
| Tandem Financial, LLC | 1.224.656 $ | -13.193 $ | -1,1 % | 1.237.849 $ | -1.158.004 $ | -48,3 % | 2.395.853 $ | -356.891 $ | -13,0 % | |||
| Hudson Oak Wealth Advisory LLC | 2.275.239 $ | -109.393 $ | -4,6 % | 2.384.632 $ | +201.387 $ | +9,2 % | 2.183.245 $ | +79.192 $ | +3,8 % | 2.104.053 $ | ||
| TRITONPOINT WEALTH, LLC | 2.312.974 $ | -69.479 $ | -2,9 % | 2.382.453 $ | +94.118 $ | +4,1 % | 2.288.335 $ | -44.968 $ | -1,9 % | 2.333.303 $ | -2.859.406 $ | -55,1 % |
| Vann Equity Management LLC | 1.760.580 $ | -614.258 $ | -25,9 % | 2.374.838 $ | +345.608 $ | +17,0 % | 2.029.230 $ | |||||
| Cornerstone Wealth, LLC/TN | 2.371.332 $ | +23.041 $ | +1,0 % | 2.348.291 $ | ||||||||
| Capstone Wealth Management, Inc. | 2.149.046 $ | -221.633 $ | -9,3 % | 2.370.679 $ | +897.687 $ | +60,9 % | 1.472.992 $ | |||||
| REICON WEALTH ADVISORS, LLC | 2.033.203 $ | +159.051 $ | +8,5 % | 1.874.152 $ | -487.629 $ | -20,6 % | 2.361.781 $ | |||||
| GABLES CAPITAL MANAGEMENT INC. | 2.359.979 $ | +170.426 $ | +7,8 % | 2.189.553 $ | +45.311 $ | +2,1 % | 2.144.242 $ | +45.356 $ | +2,2 % | |||
| Trivant Custom Portfolio Group, LLC | 2.349.179 $ | +229.061 $ | +10,8 % | 2.120.118 $ | +167.681 $ | +8,6 % | 1.952.437 $ | -14.299 $ | -0,7 % | |||
| Hanson & Doremus Investment Management | 2.349.000 $ | +136.000 $ | +6,1 % | 2.213.000 $ | +971.000 $ | +78,2 % | 1.242.000 $ | +123.000 $ | +11,0 % | 1.119.000 $ | +42.000 $ | +3,9 % |
| Guardian Asset Advisors, LLC | 2.346.046 $ | +568.953 $ | +32,0 % | 1.777.093 $ | +33.477 $ | +1,9 % | 1.743.616 $ | +62.952 $ | +3,7 % | 1.680.664 $ | +26.394 $ | +1,6 % |
| ELCO Management Co., LLC | 1.350.700 $ | -60.678 $ | -4,3 % | 1.411.378 $ | -858.214 $ | -37,8 % | 2.269.592 $ | -51.483 $ | -2,2 % | 2.321.075 $ | -17.707 $ | -0,8 % |
| Jordan Park Trust Co LLC | 2.269.071 $ | -46.970 $ | -2,0 % | 2.316.041 $ | +188.038 $ | +8,8 % | 2.128.003 $ | +77.188 $ | +3,8 % | 2.050.815 $ | -345.310 $ | -14,4 % |
| Asempa Wealth Advisors | 2.151.441 $ | -156.729 $ | -6,8 % | 2.308.170 $ | +558.658 $ | +31,9 % | 1.749.512 $ | -53.437 $ | -3,0 % | 1.802.949 $ | ||
| OneAscent Family Office, LLC | 275.758 $ | +13.598 $ | +5,2 % | 262.160 $ | -2.045.000 $ | -88,6 % | 2.307.160 $ | -103.198 $ | -4,3 % | |||
| REGIMEN WEALTH, LLC | 2.299.594 $ | +327.732 $ | +16,6 % | 1.971.862 $ | -151.004 $ | -7,1 % | 2.122.866 $ | +145.956 $ | +7,4 % | |||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 1.437.364 $ | -166.168 $ | -10,4 % | 1.603.532 $ | -691.225 $ | -30,1 % | 2.294.757 $ | |||||
| WBI INVESTMENTS, LLC | 2.293.376 $ | +788.001 $ | +52,3 % | 1.505.375 $ | -236.532 $ | -13,6 % | 1.741.907 $ | +344.572 $ | +24,7 % | |||
| MORRIS FINANCIAL CONCEPTS, INC. | 2.289.101 $ | +298.406 $ | +15,0 % | 1.990.695 $ | +182.503 $ | +10,1 % | 1.808.192 $ | -161.872 $ | -8,2 % | |||
| Aventus Investment Advisors, Inc. | 2.251.460 $ | -36.167 $ | -1,6 % | 2.287.627 $ | ||||||||
| PCG ASSET MANAGEMENT, LLC | 2.286.166 $ | +15.304 $ | +0,7 % | 2.270.862 $ | +131.527 $ | +6,1 % | 2.139.335 $ | -12.182 $ | -0,6 % | |||
| Carter Financial Group, INC. | 2.241.630 $ | -38.925 $ | -1,7 % | 2.280.555 $ | +116.216 $ | +5,4 % | 2.164.339 $ | -27.908 $ | -1,3 % | 2.192.247 $ | +35.293 $ | +1,6 % |
| Unify Financial Advisors | 2.280.502 $ | +301.764 $ | +15,3 % | 1.978.738 $ | +288.827 $ | +17,1 % | 1.689.911 $ | |||||
| Carnegie Lake Advisors LLC | 2.278.488 $ | +255.743 $ | +12,6 % | 2.022.745 $ | -96.011 $ | -4,5 % | 2.118.756 $ | +10.545 $ | +0,5 % | |||
| Joel Adams & Associates, Inc. | 2.274.789 $ | +277.316 $ | +13,9 % | 1.997.473 $ | -176.245 $ | -8,1 % | 2.173.718 $ | +67.473 $ | +3,2 % | |||
| Asio Capital, LLC | 2.273.624 $ | +630.099 $ | +38,3 % | 1.643.525 $ | +808.460 $ | +96,8 % | 835.065 $ | +98.907 $ | +13,4 % | 736.158 $ | -1.369.137 $ | -65,0 % |
| POLEN CAPITAL MANAGEMENT LLC | 1.050.141 $ | -424.393 $ | -28,8 % | 1.474.534 $ | -792.127 $ | -34,9 % | 2.266.661 $ | -235.291 $ | -9,4 % | |||
| Mission Hills Financial Advisory, LLC | 2.264.281 $ | +1.658.337 $ | +273,7 % | 605.944 $ | +233.314 $ | +62,6 % | 372.630 $ | +25.538 $ | +7,4 % | |||
| Nicht ausgewiesen | 2.261.929 $ | +1.659.917 $ | +275,7 % | 602.012 $ | -665.892 $ | -52,5 % | ||||||
| Old Mission Investment Co LLC | 1.936.849 $ | -324.906 $ | -14,4 % | 2.261.755 $ | +278.003 $ | +14,0 % | 1.983.752 $ | +99.650 $ | +5,3 % | 1.884.102 $ | -14.753 $ | -0,8 % |
| Cape Investment Advisory, Inc. | 2.259.766 $ | +220.508 $ | +10,8 % | 2.039.258 $ | +591.560 $ | +40,9 % | 1.447.698 $ | -57.862 $ | -3,8 % | 1.505.560 $ | +794.222 $ | +111,7 % |
| Accelerate Investment Advisors LLC | 2.258.829 $ | +54.340 $ | +2,5 % | 2.204.489 $ | +147.696 $ | +7,2 % | 2.056.793 $ | +357.830 $ | +21,1 % | |||
| BRADY FAMILY WEALTH, LLC | 2.257.708 $ | +447.324 $ | +24,7 % | 1.810.384 $ | +38.245 $ | +2,2 % | 1.772.139 $ | +199.036 $ | +12,7 % | |||
| JM2 Capital Inc. | 2.251.124 $ | +79.246 $ | +3,6 % | 2.171.878 $ | +153.119 $ | +7,6 % | 2.018.759 $ | -62.292 $ | -3,0 % | 2.081.051 $ | ||
| HM PAYSON & CO | 2.250.613 $ | +592.562 $ | +35,7 % | 1.658.051 $ | +217.263 $ | +15,1 % | 1.440.788 $ | -299.233 $ | -17,2 % | |||
| OxenFree Capital LLC | 2.244.290 $ | +135.852 $ | +6,4 % | 2.108.438 $ | +119.331 $ | +6,0 % | 1.989.107 $ | +1.270.386 $ | +176,8 % | 718.721 $ | +135.604 $ | +23,3 % |
| SFE Investment Counsel | 1.868.132 $ | -132.785 $ | -6,6 % | 2.000.917 $ | -237.224 $ | -10,6 % | 2.238.141 $ | -1.169.505 $ | -34,3 % | |||
| FCA CORP /TX | 2.236.953 $ | +73.060 $ | +3,4 % | 2.163.893 $ | +226.854 $ | +11,7 % | 1.937.039 $ | -323.209 $ | -14,3 % | |||
| Michels Family Financial, LLC | 2.236.407 $ | +297.974 $ | +15,4 % | 1.938.433 $ | +91.632 $ | +5,0 % | 1.846.801 $ | +338.878 $ | +22,5 % | |||
| MKD WEALTH COACHES, LLC | 2.181.310 $ | -50.910 $ | -2,3 % | 2.232.220 $ | +331.611 $ | +17,4 % | 1.900.609 $ | -293.981 $ | -13,4 % | 2.194.590 $ | -13.175 $ | -0,6 % |
| TRUST CO OF VERMONT | 2.230.248 $ | +14.869 $ | +0,7 % | 2.215.379 $ | +686.290 $ | +44,9 % | 1.529.089 $ | -34.139 $ | -2,2 % | |||
| DUNCKER STREETT & CO INC | 2.229.882 $ | +2.087.898 $ | +1.470,5 % | 141.984 $ | +9.582 $ | +7,2 % | 132.402 $ | +217 $ | +0,2 % | |||
| ROI Financial Advisors, LLC | 2.012.856 $ | -214.676 $ | -9,6 % | 2.227.532 $ | +63.164 $ | +2,9 % | 2.164.368 $ | -1.264 $ | -0,1 % | 2.165.632 $ | +46.405 $ | +2,2 % |
| Calamos Advisors LLC | 2.220.491 $ | |||||||||||
| W ADVISORS, LLC | 2.028.171 $ | -180.394 $ | -8,2 % | 2.208.565 $ | +10.067 $ | +0,5 % | 2.198.498 $ | +498.949 $ | +29,4 % | |||
| Axis Wealth Partners, LLC | 2.208.289 $ | +204.556 $ | +10,2 % | 2.003.733 $ | +129.159 $ | +6,9 % | 1.874.574 $ | -392.314 $ | -17,3 % | |||
| SMITH SHELLNUT WILSON LLC /ADV | 1.923.883 $ | -278.738 $ | -12,7 % | 2.202.621 $ | +785.204 $ | +55,4 % | 1.417.417 $ | -235.762 $ | -14,3 % | 1.653.179 $ | +298.639 $ | +22,0 % |
| Sensible Money, LLC | 2.121.604 $ | -72.982 $ | -3,3 % | 2.194.586 $ | +379.728 $ | +20,9 % | 1.814.858 $ | +93.194 $ | +5,4 % | 1.721.664 $ | -519.142 $ | -23,2 % |
| Quest 10 Wealth Builders, Inc. | 2.192.694 $ | +396.050 $ | +22,0 % | 1.796.644 $ | +29.299 $ | +1,7 % | 1.767.345 $ | -334.525 $ | -15,9 % | |||
| Two West Capital Advisors LLC | 1.409.648 $ | -440.240 $ | -23,8 % | 1.849.888 $ | -341.383 $ | -15,6 % | 2.191.271 $ | +512.643 $ | +30,5 % | 1.678.628 $ | +449.163 $ | +36,5 % |
| STAPP WEALTH MANAGEMENT, PLLC | 2.188.556 $ | +142.965 $ | +7,0 % | 2.045.591 $ | +23.089 $ | +1,1 % | 2.022.502 $ | +106.870 $ | +5,6 % | 1.915.632 $ | +102.281 $ | +5,6 % |
| Aegis Wealth Management, Inc. | 2.186.930 $ | +680.569 $ | +45,2 % | 1.506.361 $ | +163.612 $ | +12,2 % | 1.342.749 $ | |||||
| NTV ASSET MANAGEMENT LLC | 2.185.519 $ | +517.098 $ | +31,0 % | 1.668.421 $ | +283.160 $ | +20,4 % | 1.385.261 $ | +497.758 $ | +56,1 % | |||
| Powers Advisory Group, LLC | 2.183.216 $ | +249.606 $ | +12,9 % | 1.933.610 $ | +196.902 $ | +11,3 % | 1.736.708 $ | +330.961 $ | +23,5 % | 1.405.747 $ | +310.097 $ | +28,3 % |
| Opal Wealth Advisors, LLC | 1.678.442 $ | -201.978 $ | -10,7 % | 1.880.420 $ | -301.206 $ | -13,8 % | 2.181.626 $ | +266.659 $ | +13,9 % | 1.914.967 $ | +229.469 $ | +13,6 % |
| FLAGSHIP WEALTH ADVISORS, LLC | 2.180.552 $ | +1.131.502 $ | +107,9 % | 1.049.050 $ | -762.239 $ | -42,1 % | 1.811.289 $ | +8.401 $ | +0,5 % | |||
| Bay Rivers Group | 2.180.074 $ | +268.735 $ | +14,1 % | 1.911.339 $ | +748.034 $ | +64,3 % | 1.163.305 $ | +251.444 $ | +27,6 % | |||
| Narus Financial Partners, LLC | 1.106.360 $ | -414.547 $ | -27,3 % | 1.520.907 $ | -573.210 $ | -27,4 % | 2.094.117 $ | -84.970 $ | -3,9 % | 2.179.087 $ | -978 $ | -0,0 % |
| Clearwave Capital, LLC | 2.010.439 $ | -81.697 $ | -3,9 % | 2.092.136 $ | -80.973 $ | -3,7 % | 2.173.109 $ | |||||
| Code Waechter LLC | 2.171.086 $ | +12.215 $ | +0,6 % | 2.158.871 $ | +25.139 $ | +1,2 % | 2.133.732 $ | +33.350 $ | +1,6 % | |||
| TFR Capital, LLC. | 2.140.310 $ | -4.575 $ | -0,2 % | 2.144.885 $ | -21.248 $ | -1,0 % | 2.166.133 $ | -6.952.482 $ | -76,2 % | |||
| Matrix Trust Co | 173.000 $ | -1.991.000 $ | -92,0 % | 2.164.000 $ | -1.126.000 $ | -34,2 % | ||||||
| Strategic Advisors LLC | 2.161.873 $ | +50.811 $ | +2,4 % | 2.111.062 $ | +106.311 $ | +5,3 % | 2.004.751 $ | +179.765 $ | +9,9 % | 1.824.986 $ | +370.014 $ | +25,4 % |
| Financial Advisory Corp | 2.155.304 $ | -5.893 $ | -0,3 % | 2.161.197 $ | +90.417 $ | +4,4 % | 2.070.780 $ | -13.350 $ | -0,6 % | 2.084.130 $ | +61.061 $ | +3,0 % |
| SELDON CAPITAL LP | 2.155.414 $ | +340.589 $ | +18,8 % | 1.814.825 $ | +65.828 $ | +3,8 % | 1.748.997 $ | +33.825 $ | +2,0 % | |||
| CAPE ANN SAVINGS BANK | 2.143.485 $ | +393.457 $ | +22,5 % | 1.750.028 $ | +950.513 $ | +118,9 % | 799.515 $ | +470.311 $ | +142,9 % | |||
| SC&H Financial Advisors, Inc. | 2.017.932 $ | -114.174 $ | -5,4 % | 2.132.106 $ | +125.894 $ | +6,3 % | 2.006.212 $ | +69.409 $ | +3,6 % | 1.936.803 $ | +62.662 $ | +3,3 % |
| Plante Moran Financial Advisors, LLC | 2.132.080 $ | +916.931 $ | +75,5 % | 1.215.149 $ | +184.165 $ | +17,9 % | 1.030.984 $ | -139.395 $ | -11,9 % | |||
| SYNTAX RESEARCH, INC. | 7.209 $ | -2.123.000 $ | -99,7 % | 2.130.209 $ | +2.125.749 $ | +47.662,5 % | 4.460 $ | +264 $ | +6,3 % | |||
| WALLER FINANCIAL PLANNING GROUP, INC | 1.193.724 $ | +6.963 $ | +0,6 % | 1.186.761 $ | -939.425 $ | -44,2 % | 2.126.186 $ | +660.313 $ | +45,0 % | 1.465.873 $ | +118.828 $ | +8,8 % |
| MKT Advisors LLC | 503.120 $ | -653.843 $ | -56,5 % | 1.156.963 $ | -963.334 $ | -45,4 % | 2.120.297 $ | -3.619 $ | -0,2 % | 2.123.916 $ | +723.192 $ | +51,6 % |
| Godshalk Welsh Capital Management, Inc. | 2.116.650 $ | +377.189 $ | +21,7 % | 1.739.461 $ | -38.725 $ | -2,2 % | 1.778.186 $ | +80.743 $ | +4,8 % | |||
| CORRADO ADVISORS, LLC | 2.111.266 $ | +173.596 $ | +9,0 % | 1.937.670 $ | -40.725 $ | -2,1 % | 1.978.395 $ | +84.634 $ | +4,5 % | |||
| OPAL CAPITAL LLC | 2.109.758 $ | |||||||||||
| MASECO LLP | 2.105.830 $ | +200.369 $ | +10,5 % | 1.905.461 $ | +12.982 $ | +0,7 % | 1.892.479 $ | +288.881 $ | +18,0 % | |||
| WealthTrust Asset Management, LLC | 1.796.277 $ | -306.471 $ | -14,6 % | 2.102.748 $ | +261.035 $ | +14,2 % | 1.841.713 $ | +1.129.130 $ | +158,5 % | 712.583 $ | -135.057 $ | -15,9 % |
| Fire Capital Management LLC | 2.099.414 $ | +832.684 $ | +65,7 % | 1.266.730 $ | ||||||||
| HICKS CAPITAL MANAGEMENT LLC | 1.910.482 $ | +0 $ | +0,0 % | 1.910.482 $ | +101.312 $ | +5,6 % | 1.809.170 $ | -286.054 $ | -13,7 % | 2.095.224 $ | +318.879 $ | +18,0 % |
| Olde Wealth Management, LLC | 1.720.000 $ | -9.000 $ | -0,5 % | 1.729.000 $ | -357.000 $ | -17,1 % | 2.086.000 $ | -237.000 $ | -10,2 % | |||
| Authentikos Wealth Advisory, LLC | 1.861.330 $ | -154.011 $ | -7,6 % | 2.015.341 $ | -69.271 $ | -3,3 % | 2.084.612 $ | -203.210 $ | -8,9 % | |||
| Objective Capital Management, LLC | 2.017.895 $ | -65.268 $ | -3,1 % | 2.083.163 $ | +299.716 $ | +16,8 % | 1.783.447 $ | +102.155 $ | +6,1 % | 1.681.292 $ | -36.438 $ | -2,1 % |
| PURSUIT WEALTH STRATEGIES, LLC | 2.082.853 $ | +400.465 $ | +23,8 % | 1.682.388 $ | -212.902 $ | -11,2 % | 1.895.290 $ | |||||
| Hilltop Partners LLC | 2.082.622 $ | +1.235.519 $ | +145,9 % | 847.103 $ | -8.762 $ | -1,0 % | 855.865 $ | -38.777 $ | -4,3 % | |||
| PATRON PARTNERS, LLC | 2.081.745 $ | +412.336 $ | +24,7 % | 1.669.409 $ | -225.128 $ | -11,9 % | 1.894.537 $ | +382.439 $ | +25,3 % | |||
| Avantra Family Wealth, Inc. | 2.047.613 $ | +65.457 $ | +3,3 % | 1.982.156 $ | -98.298 $ | -4,7 % | 2.080.454 $ | +162.691 $ | +8,5 % | 1.917.763 $ | -108.517 $ | -5,4 % |
| City State Bank | 2.078.477 $ | +235.396 $ | +12,8 % | 1.843.081 $ | +293.968 $ | +19,0 % | 1.549.113 $ | +129.704 $ | +9,1 % | |||
| TriaGen Wealth Management LLC | 1.754.973 $ | -59.153 $ | -3,3 % | 1.814.126 $ | -143.219 $ | -7,3 % | 1.957.345 $ | -120.724 $ | -5,8 % | 2.078.069 $ | -184.167 $ | -8,1 % |
| Narwhal Capital Management | 2.073.527 $ | +634.483 $ | +44,1 % | 1.439.044 $ | -192.776 $ | -11,8 % | 1.631.820 $ | -23.797 $ | -1,4 % | |||
| Jacobs Equity LLC | 2.069.530 $ | +1.055.054 $ | +104,0 % | 1.014.476 $ | +535.329 $ | +111,7 % | 479.147 $ | |||||
| Innovative Asset Advisors Group, LLC | 2.067.708 $ | +95.552 $ | +4,8 % | 1.972.156 $ | ||||||||
| Adelphi Trust Co | 2.067.401 $ | +160.361 $ | +8,4 % | 1.907.040 $ | +1.206.187 $ | +172,1 % | 700.853 $ | -149.128 $ | -17,5 % | 849.981 $ | ||
| CLIENT 1ST ADVISORY GROUP, LLC | 1.988.047 $ | -78.616 $ | -3,8 % | 2.066.663 $ | +234.391 $ | +12,8 % | 1.832.272 $ | +41.128 $ | +2,3 % | 1.791.144 $ | -9.948 $ | -0,6 % |
| B&D White Capital Company, LLC | 2.057.331 $ | +352.153 $ | +20,7 % | 1.705.178 $ | +35.500 $ | +2,1 % | 1.669.678 $ | +211.989 $ | +14,5 % | |||
| City Center Advisors, LLC | 2.055.926 $ | +149.047 $ | +7,8 % | 1.906.879 $ | +495.688 $ | +35,1 % | 1.411.191 $ | +257.558 $ | +22,3 % | 1.153.633 $ | -217.971 $ | -15,9 % |
| OneAscent Wealth Management LLC | 1.991.590 $ | +234.505 $ | +13,3 % | 1.757.085 $ | -296.805 $ | -14,5 % | 2.053.890 $ | -368.861 $ | -15,2 % | |||
| Nicht ausgewiesen | 2.052.062 $ | +23.483 $ | +1,2 % | 2.028.579 $ | -15.411 $ | -0,8 % | 2.043.990 $ | -1.495 $ | -0,1 % | |||
| DUDLEY CAPITAL MANAGEMENT, LLC | 2.050.942 $ | +50.625 $ | +2,5 % | 2.000.317 $ | +383.513 $ | +23,7 % | 1.616.804 $ | +241.136 $ | +17,5 % | |||
| MLP3, LLC | 1.879.147 $ | -42.426 $ | -2,2 % | 1.921.573 $ | -128.302 $ | -6,3 % | 2.049.875 $ | |||||
| Embree Financial Group | 2.037.833 $ | +1.824.071 $ | +853,3 % | 213.762 $ | -26.805 $ | -11,1 % | 240.567 $ | -852 $ | -0,4 % | 241.419 $ | -88.420 $ | -26,8 % |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 2.002.438 $ | -33.217 $ | -1,6 % | 2.035.655 $ | +177.159 $ | +9,5 % | 1.858.496 $ | -137.414 $ | -6,9 % | 1.995.910 $ | +166.804 $ | +9,1 % |
| Midwest Professional Planners, LTD. | 2.031.399 $ | +221.113 $ | +12,2 % | 1.810.286 $ | +176.559 $ | +10,8 % | 1.633.727 $ | +196.331 $ | +13,7 % | |||
| Jackson Hole Capital Partners, LLC | 2.029.859 $ | +55.865 $ | +2,8 % | 1.973.994 $ | +1.210.896 $ | +158,7 % | ||||||
| Strategic Financial Partners, Ltd. | 2.009.537 $ | -19.477 $ | -1,0 % | 2.029.014 $ | +128.055 $ | +6,7 % | 1.900.959 $ | +149.442 $ | +8,5 % | |||
| Barden Capital Management, Inc. | 2.028.292 $ | |||||||||||
| DAHRING | CUSMANO LLC | 807.239 $ | +82.692 $ | +11,4 % | 724.547 $ | -1.303.383 $ | -64,3 % | 2.027.930 $ | -566.433 $ | -21,8 % | |||
| Geometric Wealth Advisors | 2.021.296 $ | +324.278 $ | +19,1 % | 1.697.018 $ | +235.857 $ | +16,1 % | 1.461.161 $ | +28.258 $ | +2,0 % | |||
| American State Bank (Iowa) | 2.020.633 $ | +339.100 $ | +20,2 % | 1.681.533 $ | +29.534 $ | +1,8 % | 1.651.999 $ | +31.949 $ | +2,0 % | |||
| Hassell Wealth Management, LLC | 2.011.492 $ | +19.458 $ | +1,0 % | 1.992.034 $ | +211.027 $ | +11,8 % | 1.781.007 $ | -35.318 $ | -1,9 % | 1.816.325 $ | +130.215 $ | +7,7 % |
| FSA Advisors, Inc. | 2.010.015 $ | +238.562 $ | +13,5 % | 1.771.453 $ | -133.530 $ | -7,0 % | 1.904.983 $ | +94.815 $ | +5,2 % | |||
| Cornell Pochily Investment Advisors, Inc. | 1.976.735 $ | -25.057 $ | -1,3 % | 2.001.792 $ | +527.336 $ | +35,8 % | 1.474.456 $ | -96.486 $ | -6,1 % | 1.570.942 $ | -172.823 $ | -9,9 % |
| Birchwood Financial Partners, Inc. | 2.001.210 $ | +733.873 $ | +57,9 % | 1.267.337 $ | +11.768 $ | +0,9 % | 1.255.569 $ | |||||
| SkyView Investment Advisors, LLC | 1.998.000 $ | |||||||||||
| Tolleson Wealth Management, Inc. | 1.995.781 $ | +193.301 $ | +10,7 % | 1.802.480 $ | +13.420 $ | +0,8 % | 1.789.060 $ | +469.342 $ | +35,6 % | |||
| GARRISON POINT ADVISORS, LLC | 1.988.657 $ | +419.631 $ | +26,7 % | 1.569.026 $ | +205.132 $ | +15,0 % | 1.363.894 $ | +9.568 $ | +0,7 % | |||
| LGL PARTNERS, LLC | 1.985.804 $ | +402.277 $ | +25,4 % | 1.583.527 $ | +271.023 $ | +20,6 % | 1.312.504 $ | -130.334 $ | -9,0 % | |||
| Matisse Capital | 1.823.634 $ | -158.368 $ | -8,0 % | 1.982.002 $ | +977.010 $ | +97,2 % | 1.004.992 $ | +82.372 $ | +8,9 % | |||
| Gilbert & Cook, Inc. | 1.981.768 $ | +460.902 $ | +30,3 % | 1.520.866 $ | -6.106 $ | -0,4 % | 1.526.972 $ | +808.111 $ | +112,4 % | |||
| Core Wealth Partners LLC | 1.980.045 $ | +545.162 $ | +38,0 % | 1.434.883 $ | +316.229 $ | +28,3 % | 1.118.654 $ | +375.579 $ | +50,5 % | |||
| HORAN Wealth, LLC | 1.978.316 $ | +640.962 $ | +47,9 % | 1.337.354 $ | +1.065 $ | +0,1 % | 1.336.289 $ | +49.545 $ | +3,9 % | |||
| Mengis Capital Management, Inc. | 1.959.023 $ | +172.552 $ | +9,7 % | 1.786.471 $ | +458.206 $ | +34,5 % | ||||||
| Portland Financial Advisors Inc | 1.955.745 $ | +200.602 $ | +11,4 % | 1.755.143 $ | +76.566 $ | +4,6 % | 1.678.577 $ | -53.027 $ | -3,1 % | |||
| Runnymede Capital Advisors, Inc. | 749.339 $ | +21.103 $ | +2,9 % | 728.236 $ | -1.224.201 $ | -62,7 % | 1.952.437 $ | +563.019 $ | +40,5 % | |||
| MOODY NATIONAL BANK TRUST DIVISION | 1.859.294 $ | -88.854 $ | -4,6 % | 1.948.148 $ | +307.837 $ | +18,8 % | 1.640.311 $ | +126.920 $ | +8,4 % | 1.513.391 $ | +29.269 $ | +2,0 % |
| Innovative Advisory Group, LLC | 1.461.023 $ | +152.895 $ | +11,7 % | 1.308.128 $ | -205.099 $ | -13,6 % | 1.513.227 $ | -427.430 $ | -22,0 % | 1.940.657 $ | +121.378 $ | +6,7 % |
| IFC Advisors LLC | 1.937.131 $ | +306.097 $ | +18,8 % | 1.631.034 $ | +16.208 $ | +1,0 % | 1.614.826 $ | +34.855 $ | +2,2 % | |||
| Capstone Financial Advisors, Inc. | 1.934.701 $ | +382.572 $ | +24,6 % | 1.552.129 $ | +143.692 $ | +10,2 % | 1.408.437 $ | +14.212 $ | +1,0 % | |||
| Wealth Management Associates, Inc. | 1.185.464 $ | -560.361 $ | -32,1 % | 1.745.825 $ | -188.179 $ | -9,7 % | 1.934.004 $ | -23.486 $ | -1,2 % | |||
| PEDDOCK CAPITAL ADVISORS, LLC | 1.930.608 $ | +544.792 $ | +39,3 % | |||||||||
| Solidarity Wealth, LLC | 1.929.602 $ | +332.790 $ | +20,8 % | 1.596.812 $ | +1.311.201 $ | +459,1 % | 285.611 $ | -6.780 $ | -2,3 % | 292.391 $ | +5.977 $ | +2,1 % |
| W.G. Shaheen & Associates DBA Whitney & Co | 1.924.637 $ | +328.598 $ | +20,6 % | 1.596.039 $ | +34.920 $ | +2,2 % | 1.561.119 $ | +23.667 $ | +1,5 % | |||
| Somerset Trust Co | 1.921.824 $ | +71.257 $ | +3,9 % | 1.850.567 $ | -36.083 $ | -1,9 % | 1.886.650 $ | +42.892 $ | +2,3 % | 1.843.758 $ | +8.336 $ | +0,5 % |
| BlueSky Wealth Advisors, LLC | 1.918.740 $ | +303.190 $ | +18,8 % | 1.615.550 $ | -296.792 $ | -15,5 % | 1.912.342 $ | +1.914 $ | +0,1 % | |||
| HANOVER ADVISORS INC | 1.918.267 $ | +343.197 $ | +21,8 % | 1.575.070 $ | +288.749 $ | +22,4 % | 1.286.321 $ | -1.797.717 $ | -58,3 % | |||
| Legacy PCG, LLC | 440.285 $ | +38.176 $ | +9,5 % | 402.109 $ | -1.511.981 $ | -79,0 % | 1.914.090 $ | -109.984 $ | -5,4 % | |||
| Towne Trust Company, N.A | 1.912.025 $ | +364.526 $ | +23,6 % | 1.547.499 $ | +446.173 $ | +40,5 % | 1.101.326 $ | -242.020 $ | -18,0 % | |||
| CATALYST PRIVATE WEALTH, LLC | 1.887.362 $ | -22.180 $ | -1,2 % | 1.909.542 $ | +170.887 $ | +9,8 % | 1.738.655 $ | +313.596 $ | +22,0 % | 1.425.059 $ | +8.222 $ | +0,6 % |
| Sierra Capital LLC | 1.909.150 $ | +178.150 $ | +10,3 % | 1.731.000 $ | +168.000 $ | +10,7 % | 1.563.000 $ | +53.000 $ | +3,5 % | |||
| MainStreet Investment Advisors LLC | 1.902.584 $ | +1.094.251 $ | +135,4 % | 808.333 $ | +94.793 $ | +13,3 % | 713.540 $ | -226.479 $ | -24,1 % | |||
| BankPlus Trust Department | 1.890.776 $ | +170.023 $ | +9,9 % | 1.720.753 $ | -17.820 $ | -1,0 % | 1.738.573 $ | +226.856 $ | +15,0 % | |||
| Synergy Financial Group, LTD | 1.888.299 $ | +877 $ | +0,0 % | 1.887.422 $ | +796.823 $ | +73,1 % | 1.090.599 $ | -33.917 $ | -3,0 % | |||
| Reliant Investment Partners, LLC | 1.885.424 $ | +802.666 $ | +74,1 % | 1.082.758 $ | -13.554 $ | -1,2 % | 1.096.312 $ | +194.076 $ | +21,5 % | |||
| Blankinship & Foster, LLC | 1.610.140 $ | -33.330 $ | -2,0 % | 1.643.470 $ | +256.275 $ | +18,5 % | 1.387.195 $ | -496.288 $ | -26,3 % | 1.883.483 $ | +590.360 $ | +45,7 % |
| Global View Capital Management LLC | 1.875.210 $ | +483.889 $ | +34,8 % | 1.391.321 $ | +178.987 $ | +14,8 % | 1.212.334 $ | +70.740 $ | +6,2 % | |||
| Blue Zone Wealth Advisors, LLC | 1.791.191 $ | -82.047 $ | -4,4 % | 1.873.238 $ | +306.170 $ | +19,5 % | 1.567.068 $ | +31.243 $ | +2,0 % | 1.535.825 $ | +591.249 $ | +62,6 % |
| Net Worth Advisory Group | 1.873.025 $ | +82.243 $ | +4,6 % | 1.790.782 $ | +155.850 $ | +9,5 % | 1.634.932 $ | +67.484 $ | +4,3 % | 1.567.448 $ | -109.899 $ | -6,6 % |
| NATURAL INVESTMENTS, LLC | 1.872.000 $ | +345.000 $ | +22,6 % | 1.527.000 $ | +327.000 $ | +27,3 % | 1.200.000 $ | |||||
| Topel & Distasi Wealth Management, LLC | 1.326.189 $ | -335.457 $ | -20,2 % | 1.661.646 $ | -210.005 $ | -11,2 % | 1.871.651 $ | -78.922 $ | -4,0 % | |||
| NCP Inc. | 1.869.395 $ | +213.372 $ | +12,9 % | |||||||||
| Alessandra Capital Management, LLC | 1.729.705 $ | -139.572 $ | -7,5 % | 1.869.277 $ | +39.770 $ | +2,2 % | 1.829.507 $ | |||||
| Lifetime Wealth Management P.C. | 1.864.523 $ | +8.802 $ | +0,5 % | 1.855.721 $ | -1.504 $ | -0,1 % | 1.857.225 $ | |||||
| CMG Global Holdings, LLC | 1.216.510 $ | -113.587 $ | -8,5 % | 1.330.097 $ | +98.195 $ | +8,0 % | 1.231.902 $ | -626.136 $ | -33,7 % | 1.858.038 $ | -108.261 $ | -5,5 % |
| RiverGlades Family Offices LLC | 1.855.699 $ | |||||||||||
| VIMA LLC | 1.851.189 $ | |||||||||||
| Capital Wealth Alliance, LLC | 1.850.325 $ | +213.207 $ | +13,0 % | 1.637.118 $ | +366.889 $ | +28,9 % | 1.270.229 $ | -10.773 $ | -0,8 % | 1.281.002 $ | -32.258 $ | -2,5 % |
| OPPENHEIMER ASSET MANAGEMENT INC. | 1.619.918 $ | +108.653 $ | +7,2 % | 1.511.265 $ | -336.630 $ | -18,2 % | 1.847.895 $ | -285.189 $ | -13,4 % | |||
| Kagan Cocozza Asset Management | 1.795.877 $ | -50.476 $ | -2,7 % | 1.846.353 $ | +202.540 $ | +12,3 % | 1.643.813 $ | +298.774 $ | +22,2 % | 1.345.039 $ | -93.385 $ | -6,5 % |
| Sonoma Allocations LLC | 1.093.956 $ | -748.838 $ | -40,6 % | 1.842.794 $ | +271.144 $ | +17,3 % | 1.571.650 $ | +239.999 $ | +18,0 % | |||
| Pacific Park Financial, Inc. | 1.300.706 $ | -38.887 $ | -2,9 % | 1.339.593 $ | +48.876 $ | +3,8 % | 1.290.717 $ | -549.148 $ | -29,8 % | 1.839.865 $ | ||
| Fortitude Financial, LLC | 377.191 $ | -17.077 $ | -4,3 % | 394.268 $ | -105.280 $ | -21,1 % | 499.548 $ | -1.338.921 $ | -72,8 % | 1.838.469 $ | -688.169 $ | -27,2 % |
| Independence Bank of Kentucky | 1.837.605 $ | +147.662 $ | +8,7 % | 1.689.943 $ | +84.242 $ | +5,2 % | 1.605.701 $ | -1.254.563 $ | -43,9 % | |||
| Shore Point Advisors, LLC | 1.677.373 $ | -78.113 $ | -4,4 % | 1.755.486 $ | -50.878 $ | -2,8 % | 1.806.364 $ | -30.274 $ | -1,6 % | 1.836.638 $ | -296.227 $ | -13,9 % |
| Soundwatch Capital LLC | 1.799.159 $ | -31.829 $ | -1,7 % | 1.830.988 $ | +1.368.508 $ | +295,9 % | 462.480 $ | +184.387 $ | +66,3 % | |||
| Leo H. Evart, Inc. | 1.818.781 $ | +286.729 $ | +18,7 % | 1.532.052 $ | ||||||||
| MERITAGE PORTFOLIO MANAGEMENT | 1.814.880 $ | +61.185 $ | +3,5 % | |||||||||
| Centennial Bank/AR/ | 1.811.711 $ | +1.740.730 $ | +2.452,4 % | 70.981 $ | +1.580 $ | +2,3 % | 69.401 $ | +780 $ | +1,1 % | |||
| Abel Hall, LLC | 1.794.540 $ | -10.568 $ | -0,6 % | 1.805.108 $ | +141.383 $ | +8,5 % | 1.663.725 $ | +136.069 $ | +8,9 % | 1.527.656 $ | +232.920 $ | +18,0 % |
| Manhattan West Asset Management, LLC | 1.803.412 $ | +1.075.730 $ | +147,8 % | 727.682 $ | +12.513 $ | +1,7 % | 715.169 $ | -1.768 $ | -0,2 % | |||
| UMB Private Wealth Management, LLC | 1.801.989 $ | |||||||||||
| RPS ADVISORY SOLUTIONS LLC | 1.399.180 $ | +506.949 $ | +56,8 % | 892.231 $ | -907.325 $ | -50,4 % | 1.799.556 $ | -596.300 $ | -24,9 % | |||
| Finley Financial, LLC | 1.798.125 $ | +307.498 $ | +20,6 % | 1.490.627 $ | +54.068 $ | +3,8 % | 1.436.559 $ | +81.507 $ | +6,0 % | |||
| Independence Asset Advisors, LLC | 1.795.574 $ | +185.868 $ | +11,5 % | 1.609.706 $ | +233.225 $ | +16,9 % | 1.376.481 $ | +279.146 $ | +25,4 % | |||
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.794.326 $ | +316.181 $ | +21,4 % | 1.478.145 $ | +22.184 $ | +1,5 % | 1.455.961 $ | -54.535.024 $ | -97,4 % | |||
| Carter Financial, LLC | 1.792.158 $ | +177.563 $ | +11,0 % | 1.614.595 $ | +752.872 $ | +87,4 % | 861.723 $ | |||||
| CJM Wealth Advisers, Ltd. | 1.790.703 $ | +213.588 $ | +13,5 % | 1.577.115 $ | -201.048 $ | -11,3 % | 1.778.163 $ | +24.542 $ | +1,4 % | |||
| Dynamic Wealth Strategies, LLC | 1.029.731 $ | -734.754 $ | -41,6 % | 1.764.485 $ | -24.974 $ | -1,4 % | 1.789.459 $ | +145.618 $ | +8,9 % | 1.643.841 $ | +113.495 $ | +7,4 % |
| Lauterbach Financial Advisors, LLC | 1.779.182 $ | -8.829 $ | -0,5 % | 1.788.011 $ | +238.686 $ | +15,4 % | 1.549.325 $ | +100.428 $ | +6,9 % | 1.448.897 $ | -138.173 $ | -8,7 % |
| INTEGRATED WEALTHCARE, LLC | 1.786.276 $ | +303.879 $ | +20,5 % | 1.482.397 $ | +31.223 $ | +2,2 % | 1.451.174 $ | |||||
| BANK HAPOALIM BM | 1.785.000 $ | |||||||||||
| Cosner Financial Group, LLC | 1.725.958 $ | +77.294 $ | +4,7 % | 1.648.664 $ | -131.642 $ | -7,4 % | 1.780.306 $ | +912.293 $ | +105,1 % | |||
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.777.167 $ | +280.820 $ | +18,8 % | 1.496.347 $ | +54.276 $ | +3,8 % | 1.442.071 $ | +27.889 $ | +2,0 % | |||
| Axiom Financial Strategies, LLC | 1.772.778 $ | +56.089 $ | +3,3 % | 1.716.689 $ | +953.841 $ | +125,0 % | 762.848 $ | +13.526 $ | +1,8 % | |||
| RED CRANE WEALTH MANAGEMENT, LLC | 1.769.734 $ | -615 $ | -0,0 % | 1.770.349 $ | +94.015 $ | +5,6 % | 1.676.334 $ | +305 $ | +0,0 % | 1.676.029 $ | +29.359 $ | +1,8 % |
| Ativo Capital Management LLC | 1.355.250 $ | -413.713 $ | -23,4 % | 1.768.963 $ | +487.589 $ | +38,1 % | 1.281.374 $ | +54.121 $ | +4,4 % | |||
| Westover Capital Advisors, LLC | 1.768.538 $ | +267.420 $ | +17,8 % | 1.501.118 $ | +5.839 $ | +0,4 % | 1.495.279 $ | +12.443 $ | +0,8 % | |||
| Brown Financial Advisory | 1.489.038 $ | +140.047 $ | +10,4 % | 1.348.991 $ | -417.713 $ | -23,6 % | 1.766.704 $ | +0 $ | +0,0 % | |||
| LIFE LINE WEALTH MANAGEMENT LLC | 1.757.130 $ | +217.201 $ | +14,1 % | 1.539.929 $ | +81.321 $ | +5,6 % | ||||||
| Equita Financial Network, Inc. | 1.419.353 $ | +17.765 $ | +1,3 % | 1.401.588 $ | -221.051 $ | -13,6 % | 1.622.639 $ | -131.014 $ | -7,5 % | 1.753.653 $ | +108.075 $ | +6,6 % |
| Warwick Investment Management, Inc. | 1.679.763 $ | -73.454 $ | -4,2 % | 1.753.217 $ | +303.742 $ | +21,0 % | 1.449.475 $ | +219.008 $ | +17,8 % | 1.230.467 $ | -39.822 $ | -3,1 % |
| FINANCIAL DISCOVERY GROUP INC | 1.751.489 $ | +618.446 $ | +54,6 % | 1.133.043 $ | ||||||||
| VanderPol Investments L.L.C. | 1.748.459 $ | +62.564 $ | +3,7 % | |||||||||
| NORTHLAND SECURITIES, INC. | 1.740.515 $ | +477.014 $ | +37,8 % | 1.263.501 $ | ||||||||
| PETREDIS INVESTMENT ADVISORS LLC | 1.563.989 $ | -29.168 $ | -1,8 % | 1.593.157 $ | +87.611 $ | +5,8 % | 1.505.546 $ | -233.435 $ | -13,4 % | 1.738.981 $ | -305.134 $ | -14,9 % |
| Beck Bode, LLC | 1.490.239 $ | +169.540 $ | +12,8 % | 1.320.699 $ | -415.146 $ | -23,9 % | 1.735.845 $ | -120.245 $ | -6,5 % | |||
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1.733.066 $ | +174.794 $ | +11,2 % | 1.558.272 $ | -10.920 $ | -0,7 % | 1.569.192 $ | -14.960 $ | -0,9 % | |||
| Aletheian Wealth Advisors LLC | 1.731.576 $ | +19.742 $ | +1,2 % | 1.711.834 $ | +256.756 $ | +17,6 % | 1.455.078 $ | +72.170 $ | +5,2 % | |||
| Trust Co | 1.595.824 $ | +118.195 $ | +8,0 % | 1.477.629 $ | +25.797 $ | +1,8 % | 1.451.832 $ | -279.056 $ | -16,1 % | 1.730.888 $ | +561.979 $ | +48,1 % |
| Squire Investment Management Company, LLC | 1.726.493 $ | +251.324 $ | +17,0 % | 1.475.169 $ | -90.747 $ | -5,8 % | 1.565.916 $ | -169.738 $ | -9,8 % | |||
| Strategies Wealth Advisors, LLC | 1.723.480 $ | +337.036 $ | +24,3 % | 1.386.444 $ | -77.643 $ | -5,3 % | 1.464.087 $ | -1.450.133 $ | -49,8 % | |||
| CogentBlue Wealth Advisors, LLC | 1.629.855 $ | -93.134 $ | -5,4 % | 1.722.989 $ | +233.998 $ | +15,7 % | 1.488.991 $ | -19.619 $ | -1,3 % | 1.508.610 $ | -635.344 $ | -29,6 % |
| SECURITY NATIONAL BANK OF SO DAK | 1.722.698 $ | +28.816 $ | +1,7 % | 1.693.882 $ | -16.735 $ | -1,0 % | 1.710.617 $ | +4.183 $ | +0,2 % | |||
| DOLIVER ADVISORS, LP | 1.670.597 $ | -51.895 $ | -3,0 % | 1.722.492 $ | +139.795 $ | +8,8 % | 1.582.697 $ | +245.153 $ | +18,3 % | 1.337.544 $ | +545.317 $ | +68,8 % |
| FineMark National Bank & Trust | 1.721.783 $ | +240.183 $ | +16,2 % | |||||||||
| FSA WEALTH PARTNERS, INC. | 241.644 $ | -1.477.752 $ | -85,9 % | 1.719.396 $ | +716.961 $ | +71,5 % | 1.002.435 $ | +351.253 $ | +53,9 % | |||
| Summit Asset Management, LLC | 1.597.878 $ | -85.124 $ | -5,1 % | 1.683.002 $ | -33.777 $ | -2,0 % | 1.716.779 $ | +598.105 $ | +53,5 % | |||
| Mendel Capital Management LLC | 1.714.589 $ | +101.620 $ | +6,3 % | 1.612.969 $ | -62.833 $ | -3,7 % | ||||||
| Evanson Financial, LLC | 1.713.540 $ | |||||||||||
| Investors Research Corp | 1.195.522 $ | -74.348 $ | -5,9 % | 1.269.870 $ | -44.743 $ | -3,4 % | 1.314.613 $ | -397.580 $ | -23,2 % | 1.712.193 $ | -108.268 $ | -5,9 % |
| Second Half Financial Partners, LLC | 799.960 $ | +44.144 $ | +5,8 % | 755.816 $ | -950.854 $ | -55,7 % | 1.706.670 $ | +972.349 $ | +132,4 % | |||
| Secure Asset Management, LLC | 1.706.599 $ | +238.025 $ | +16,2 % | 1.468.574 $ | -211.214 $ | -12,6 % | 1.679.788 $ | +298.738 $ | +21,6 % | 1.381.050 $ | +295.090 $ | +27,2 % |
| Barnes Dennig Private Wealth Management LLC | 1.706.451 $ | +380.612 $ | +28,7 % | 1.325.839 $ | +179.970 $ | +15,7 % | 1.145.869 $ | +253.784 $ | +28,4 % | |||
| Riverwater Partners LLC | 1.557.305 $ | -144.807 $ | -8,5 % | 1.702.112 $ | -170 $ | -0,0 % | 1.702.282 $ | +1.099.266 $ | +182,3 % | |||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 493.274 $ | +30.353 $ | +6,6 % | 462.921 $ | -1.233.806 $ | -72,7 % | 1.696.727 $ | +44.088 $ | +2,7 % | |||
| Xcel Wealth Management, LLC | 1.695.774 $ | +263.862 $ | +18,4 % | 1.431.912 $ | +123.172 $ | +9,4 % | 1.308.740 $ | +74.251 $ | +6,0 % | |||
| PETTYJOHN, WOOD & WHITE, INC | 1.695.141 $ | +223.142 $ | +15,2 % | 1.471.999 $ | -129.188 $ | -8,1 % | 1.601.187 $ | -10.063 $ | -0,6 % | |||
| CHILTON INVESTMENT CO INC. | 1.681.466 $ | -12.688 $ | -0,7 % | 1.694.154 $ | +967.933 $ | +133,3 % | 726.221 $ | -2.521 $ | -0,3 % | |||
| Clearbridge Investments, LLC | 383.963 $ | -1.029.172 $ | -72,8 % | 1.413.135 $ | -275.364 $ | -16,3 % | 1.688.499 $ | +1.487.179 $ | +738,7 % | |||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 1.534.634 $ | -151.101 $ | -9,0 % | 1.685.735 $ | +1.103.204 $ | +189,4 % | 582.531 $ | -187.748 $ | -24,4 % | |||
| READYSTATE ASSET MANAGEMENT LP | 442.082 $ | -1.238.664 $ | -73,7 % | 1.680.746 $ | +694.734 $ | +70,5 % | 986.012 $ | -473.692 $ | -32,5 % | |||
| Capital Management Associates, Inc | 1.677.834 $ | +118.256 $ | +7,6 % | 1.559.578 $ | +135.446 $ | +9,5 % | 1.424.132 $ | -32.999 $ | -2,3 % | 1.457.131 $ | +15.940 $ | +1,1 % |
| McBroom & Associates, LLC | 1.305.667 $ | -59.740 $ | -4,4 % | 1.365.407 $ | -311.449 $ | -18,6 % | 1.676.856 $ | +86.369 $ | +5,4 % | |||
| Value Investment Professionals, LLC | 1.665.419 $ | +22.866 $ | +1,4 % | 1.642.553 $ | ||||||||
| Five Oceans Advisors | 1.661.535 $ | +182.179 $ | +12,3 % | 1.479.356 $ | +42.997 $ | +3,0 % | 1.436.359 $ | -43.288 $ | -2,9 % | |||
| Colorado Capital Management, Inc. | 1.379.000 $ | -282.000 $ | -17,0 % | 1.661.000 $ | +112.000 $ | +7,2 % | 1.549.000 $ | +72.000 $ | +4,9 % | 1.477.000 $ | -1.000 $ | -0,1 % |
| Fortitude Advisory Group L.L.C. | 1.547.578 $ | -105.990 $ | -6,4 % | 1.653.568 $ | +851.920 $ | +106,3 % | 801.648 $ | +147.796 $ | +22,6 % | 653.852 $ | +206.415 $ | +46,1 % |
| ADIRONDACK TRUST CO | 1.651.751 $ | +282.201 $ | +20,6 % | 1.369.550 $ | +578.413 $ | +73,1 % | 791.137 $ | +175.010 $ | +28,4 % | 616.127 $ | +130.594 $ | +26,9 % |
| HILLTOP WEALTH ADVISORS, LLC | 1.134.500 $ | +125.935 $ | +12,5 % | 1.008.565 $ | -642.270 $ | -38,9 % | 1.650.835 $ | -188.469 $ | -10,2 % | |||
| UNIVEST FINANCIAL Corp | 1.396.703 $ | +43.092 $ | +3,2 % | 1.353.611 $ | -297.112 $ | -18,0 % | 1.650.723 $ | +437.186 $ | +36,0 % | |||
| United Asset Strategies, Inc. | 1.646.958 $ | +248.212 $ | +17,7 % | 1.398.746 $ | +21.152 $ | +1,5 % | 1.377.594 $ | +202.763 $ | +17,3 % | |||
| Yeomans Consulting Group, Inc. | 1.641.378 $ | -12.920.600 $ | -88,7 % | |||||||||
| Goodman Financial Corp | 1.641.218 $ | +1.019.762 $ | +164,1 % | 621.456 $ | +211.277 $ | +51,5 % | ||||||
| October Effect Ltd | 1.639.757 $ | +175.367 $ | +12,0 % | 1.464.390 $ | +335.501 $ | +29,7 % | 1.128.889 $ | +237.065 $ | +26,6 % | 891.824 $ | +91.467 $ | +11,4 % |
| GGM Financial LLC | 1.638.874 $ | +111.873 $ | +7,3 % | 1.527.001 $ | -9.737 $ | -0,6 % | 1.536.738 $ | +39.881 $ | +2,7 % | |||
| ASL Financial, LLC | 1.624.731 $ | +289.084 $ | +21,6 % | 1.335.647 $ | +225.765 $ | +20,3 % | 1.109.882 $ | +141.205 $ | +14,6 % | 968.677 $ | ||
| Peachtree Investment Partners, LLC | 1.619.762 $ | +495.635 $ | +44,1 % | 1.124.127 $ | -19.555 $ | -1,7 % | 1.143.682 $ | -16.678 $ | -1,4 % | |||
| SevenBridge Financial Group, LLC | 1.130.947 $ | -129.508 $ | -10,3 % | 1.260.455 $ | -348.791 $ | -21,7 % | 1.609.246 $ | -283.863 $ | -15,0 % | |||
| Atwater Malick LLC | 1.574.991 $ | -32.602 $ | -2,0 % | 1.607.593 $ | ||||||||
| BURLING WEALTH PARTNERS, LLC | 1.605.600 $ | +199.939 $ | +14,2 % | 1.405.661 $ | -187.185 $ | -11,8 % | 1.592.846 $ | +271.937 $ | +20,6 % | |||
| Mirador Capital Partners LP | 1.240.841 $ | -362.822 $ | -22,6 % | 1.603.663 $ | +349.745 $ | +27,9 % | 1.253.918 $ | +290.915 $ | +30,2 % | 963.003 $ | -95.385 $ | -9,0 % |
| Contango Wealth Management LLC | 1.506.624 $ | -93.628 $ | -5,9 % | 1.600.252 $ | ||||||||
| Beckerman Institutional, LLC | 1.593.702 $ | +154.050 $ | +10,7 % | 1.439.652 $ | +14.017 $ | +1,0 % | 1.425.635 $ | -46.024 $ | -3,1 % | |||
| Dedeker Financial LLC | 1.018.805 $ | -189.816 $ | -15,7 % | 1.208.621 $ | -384.332 $ | -24,1 % | 1.592.953 $ | |||||
| Belleair Asset Management, LLC | 1.591.207 $ | +218.653 $ | +15,9 % | 1.372.554 $ | -183.492 $ | -11,8 % | 1.556.046 $ | |||||
| Gilliland Jeter Wealth Management LLC | 1.589.577 $ | +339.180 $ | +27,1 % | 1.250.397 $ | -5.026 $ | -0,4 % | 1.255.423 $ | +507.854 $ | +67,9 % | |||
| TSG Advice Partners, LLC | 1.077.231 $ | -511.532 $ | -32,2 % | 1.588.763 $ | ||||||||
| Manchester Capital Management LLC | 1.586.148 $ | +335.031 $ | +26,8 % | 1.251.117 $ | +163.097 $ | +15,0 % | 1.088.020 $ | +469.305 $ | +75,9 % | |||
| REAP Financial Group, LLC | 1.585.552 $ | +156.377 $ | +10,9 % | 1.429.175 $ | +124.934 $ | +9,6 % | 1.304.241 $ | +236.080 $ | +22,1 % | |||
| Carnegie Investment Counsel | 1.580.676 $ | +11.019 $ | +0,7 % | 1.569.657 $ | +162.431 $ | +11,5 % | 1.407.226 $ | +204.182 $ | +17,0 % | 1.203.044 $ | -3.177.037 $ | -72,5 % |
| Royal Harbor Partners, LLC | 1.580.055 $ | +925.368 $ | +141,3 % | 654.687 $ | +259 $ | +0,0 % | 654.428 $ | -1.811 $ | -0,3 % | |||
| Trexquant Investment LP | 990.469 $ | -230.249 $ | -18,9 % | 1.220.718 $ | -341.422 $ | -21,9 % | 1.562.140 $ | -12.548 $ | -0,8 % | |||
| Front Row Advisors LLC | 1.557.958 $ | +274.800 $ | +21,4 % | 1.283.158 $ | +98.720 $ | +8,3 % | 1.184.438 $ | +62.367 $ | +5,6 % | |||
| Headland Capital, LLC | 612.859 $ | -246.910 $ | -28,7 % | 859.769 $ | -688.827 $ | -44,5 % | 1.548.596 $ | +377.292 $ | +32,2 % | |||
| SIH Partners, LLLP | 1.546.060 $ | |||||||||||
| Sage Mountain Advisors LLC | 1.539.822 $ | +333.985 $ | +27,7 % | 1.205.837 $ | +26.455 $ | +2,2 % | 1.179.382 $ | -30.230 $ | -2,5 % | |||
| 1834 INVESTMENT ADVISORS CO | 1.534.695 $ | +979.020 $ | +176,2 % | 555.675 $ | +4.040 $ | +0,7 % | 551.635 $ | -14.607 $ | -2,6 % | 566.242 $ | -21.032 $ | -3,6 % |
| Slow Capital, Inc. | 344.028 $ | -1.088.742 $ | -76,0 % | 1.432.770 $ | -100.333 $ | -6,5 % | 1.533.103 $ | -2.256.682 $ | -59,5 % | |||
| Savior LLC | 1.223.462 $ | -307.980 $ | -20,1 % | 1.531.442 $ | +1.175.506 $ | +330,3 % | 355.936 $ | +101.287 $ | +39,8 % | 254.649 $ | ||
| GTS FINANCIAL, LLC | 1.530.162 $ | |||||||||||
| Tillman Hartley LLC | 1.530.083 $ | +225.482 $ | +17,3 % | 1.304.601 $ | +47.522 $ | +3,8 % | 1.257.079 $ | +34.662 $ | +2,8 % | |||
| Prepared Retirement Institute LLC | 1.525.444 $ | +173.762 $ | +12,9 % | 1.351.682 $ | +25.728 $ | +1,9 % | 1.325.954 $ | +49.524 $ | +3,9 % | |||
| Consilium Wealth Advisory, LLC | 1.516.119 $ | +12.456 $ | +0,8 % | 1.503.663 $ | +114.181 $ | +8,2 % | 1.389.482 $ | -35.844 $ | -2,5 % | 1.425.326 $ | +22.752 $ | +1,6 % |
| Schuylkill Financial LLC | 362.026 $ | -1.150.593 $ | -76,1 % | 1.512.619 $ | ||||||||
| Hidden Cove Wealth Management, LLC | 270.335 $ | -245.774 $ | -47,6 % | 516.109 $ | -155.536 $ | -23,2 % | 671.645 $ | -840.177 $ | -55,6 % | 1.511.822 $ | +216.969 $ | +16,8 % |
| Finivi Inc. | 1.377.836 $ | -6.050 $ | -0,4 % | 1.383.886 $ | -21.670 $ | -1,5 % | 1.405.556 $ | -104.301 $ | -6,9 % | 1.509.857 $ | ||
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.509.553 $ | +113.885 $ | +8,2 % | 1.395.668 $ | +317.583 $ | +29,5 % | 1.078.085 $ | -89.782 $ | -7,7 % | 1.167.867 $ | -26.543 $ | -2,2 % |
| Johnson & White Wealth Management, LLC | 1.240.816 $ | +277.086 $ | +28,8 % | 963.730 $ | -544.838 $ | -36,1 % | 1.508.568 $ | +10.753 $ | +0,7 % | |||
| MILLINGTON SECURITIES, LLC | 1.505.375 $ | |||||||||||
| Abacus Planning Group, Inc. | 1.502.800 $ | +212.712 $ | +16,5 % | 1.290.088 $ | +27.771 $ | +2,2 % | 1.262.317 $ | -447 $ | -0,0 % | |||
| Odyssey Capital Advisors, Inc. | 1.358.452 $ | -142.845 $ | -9,5 % | 1.501.297 $ | +219.768 $ | +17,1 % | 1.281.529 $ | |||||
| Mid-American Wealth Advisory Group, Inc. | 1.498.539 $ | +200.079 $ | +15,4 % | 1.298.460 $ | -18.533 $ | -1,4 % | 1.316.993 $ | +0 $ | +0,0 % | 1.316.993 $ | +129.734 $ | +10,9 % |
| Signature Wealth Management Group | 1.497.526 $ | +145.361 $ | +10,8 % | 1.352.165 $ | -3.456 $ | -0,3 % | ||||||
| MEYER HANDELMAN CO | 1.497.250 $ | +348.188 $ | +30,3 % | 1.149.062 $ | ||||||||
| ENTREWEALTH, LLC | 1.497.148 $ | +1.014.699 $ | +210,3 % | 482.449 $ | +117.709 $ | +32,3 % | 364.740 $ | |||||
| BROWN WEALTH MANAGEMENT, LLC | 1.492.852 $ | +60.152 $ | +4,2 % | 1.432.700 $ | +944.308 $ | +193,4 % | 488.392 $ | +153.298 $ | +45,7 % | 335.094 $ | +9.886 $ | +3,0 % |
| Glassman Wealth Services | 1.489.136 $ | +524.131 $ | +54,3 % | 965.005 $ | +38.049 $ | +4,1 % | 926.956 $ | -63.429 $ | -6,4 % | |||
| FORTERIS WEALTH MANAGEMENT INC. | 1.486.814 $ | +82.445 $ | +5,9 % | 1.404.369 $ | +186.640 $ | +15,3 % | 1.217.729 $ | -16.706 $ | -1,4 % | 1.234.435 $ | ||
| Oak Barrel Wealth Advisory LLC | 1.185.196 $ | -301.361 $ | -20,3 % | 1.486.557 $ | ||||||||
| Pacifica Partners Inc. | 1.446.620 $ | -37.078 $ | -2,5 % | 1.483.698 $ | +192.272 $ | +14,9 % | 1.291.426 $ | +39.774 $ | +3,2 % | 1.251.652 $ | +202.835 $ | +19,3 % |
| Forty-three Eighteen Advisors, LLC | 1.483.137 $ | |||||||||||
| Quantum Private Wealth, LLC | 975.545 $ | -133.815 $ | -12,1 % | 1.109.360 $ | -180.127 $ | -14,0 % | 1.289.487 $ | -190.274 $ | -12,9 % | 1.479.761 $ | -10.077 $ | -0,7 % |
| Viewpoint Capital Management LLC | 1.478.611 $ | +262.101 $ | +21,5 % | 1.216.510 $ | +155.375 $ | +14,6 % | 1.061.135 $ | +89.804 $ | +9,2 % | |||
| DARA CAPITAL US, INC. | 1.472.066 $ | +232.609 $ | +18,8 % | 1.239.457 $ | +44.958 $ | +3,8 % | 1.194.499 $ | |||||
| Blue Capital, Inc. | 1.467.571 $ | +878.744 $ | +149,2 % | 588.827 $ | -320.364 $ | -35,2 % | 909.191 $ | +66.588 $ | +7,9 % | 842.603 $ | +320.451 $ | +61,4 % |
| Marshall & Sterling Wealth Advisors Inc. | 407.501 $ | -356.988 $ | -46,7 % | 764.489 $ | -698.204 $ | -47,7 % | 1.462.693 $ | -902.931 $ | -38,2 % | |||
| Park Square Financial Group, LLC | 1.246.131 $ | +87.873 $ | +7,6 % | 1.158.258 $ | -303.359 $ | -20,8 % | 1.461.617 $ | -382.465 $ | -20,7 % | |||
| OFS Enterprise LLC | 1.461.354 $ | +347.598 $ | +31,2 % | 1.113.756 $ | +160.178 $ | +16,8 % | 953.578 $ | |||||
| MATRIX PRIVATE CAPITAL GROUP LLC | 948.933 $ | -511.000 $ | -35,0 % | 1.459.933 $ | +72.939 $ | +5,3 % | ||||||
| Carolina Wealth Management Inc | 1.459.067 $ | |||||||||||
| Palisade Asset Management, LLC | 1.458.315 $ | +363.170 $ | +33,2 % | 1.095.145 $ | +93.029 $ | +9,3 % | 1.002.116 $ | -86.998 $ | -8,0 % | |||
| CPA Asset Management Group, LLC | 264.343 $ | -246.845 $ | -48,3 % | 511.188 $ | -946.553 $ | -64,9 % | 1.457.741 $ | +26.641 $ | +1,9 % | |||
| Farrell Financial LLC | 1.369.189 $ | -82.571 $ | -5,7 % | 1.451.760 $ | +185.531 $ | +14,7 % | 1.266.229 $ | +32.821 $ | +2,7 % | 1.233.408 $ | -4.080 $ | -0,3 % |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1.446.261 $ | +127.697 $ | +9,7 % | 1.318.564 $ | +363.502 $ | +38,1 % | 955.062 $ | +20.514 $ | +2,2 % | |||
| NorthCrest Asset Manangement, LLC | 1.331.439 $ | -110.726 $ | -7,7 % | 1.442.165 $ | +960.335 $ | +199,3 % | 481.830 $ | |||||
| Roundview Capital LLC | 1.427.815 $ | +211.705 $ | +17,4 % | 1.216.110 $ | +62.473 $ | +5,4 % | 1.153.637 $ | -468.874 $ | -28,9 % | |||
| PERSONAL CFO SOLUTIONS, LLC | 778.687 $ | -647.834 $ | -45,4 % | 1.426.521 $ | +394.119 $ | +38,2 % | 1.032.402 $ | -240.865 $ | -18,9 % | |||
| Cohen Capital Management, Inc. | 1.397.575 $ | -28.930 $ | -2,0 % | 1.426.505 $ | +225.410 $ | +18,8 % | 1.201.095 $ | +43.567 $ | +3,8 % | 1.157.528 $ | +22.386 $ | +2,0 % |
| HARMONY ASSET MANAGEMENT LLC | 1.423.512 $ | +19.703 $ | +1,4 % | 1.403.809 $ | +412.246 $ | +41,6 % | 991.563 $ | -55.159 $ | -5,3 % | 1.046.722 $ | +267.186 $ | +34,3 % |
| Evanson Asset Management, LLC | 1.422.801 $ | +44.796 $ | +3,3 % | 1.378.005 $ | -854.551 $ | -38,3 % | ||||||
| PING CAPITAL MANAGEMENT, INC. | 1.421.232 $ | +105.988 $ | +8,1 % | 1.315.244 $ | +983.960 $ | +297,0 % | 331.284 $ | -1.624.396 $ | -83,1 % | |||
| Hubbell Strickland Wealth Management, LLC | 1.418.351 $ | +156.893 $ | +12,4 % | 1.261.458 $ | +294.395 $ | +30,4 % | 967.063 $ | +81.105 $ | +9,2 % | |||
| Horizon Wealth Management, LLC | 1.415.995 $ | +224.019 $ | +18,8 % | 1.191.976 $ | +98.791 $ | +9,0 % | 1.093.185 $ | |||||
| Charter Oak Capital Management, LLC | 1.413.222 $ | +447.187 $ | +46,3 % | 966.035 $ | +112.292 $ | +13,2 % | ||||||
| Sageworth Trust Co | 1.411.551 $ | +78.471 $ | +5,9 % | 1.333.080 $ | +50.068 $ | +3,9 % | 1.283.012 $ | +27.036 $ | +2,2 % | |||
| 180 WEALTH ADVISORS, LLC | 1.409.013 $ | +232.985 $ | +19,8 % | 1.176.028 $ | -135.381 $ | -10,3 % | 1.311.409 $ | +87.738 $ | +7,2 % | |||
| Sequent Asset Management, LLC | 1.405.175 $ | +463.252 $ | +49,2 % | 941.923 $ | -7.077 $ | -0,7 % | 949.000 $ | +30.497 $ | +3,3 % | |||
| Lexington Hill Partners, LLC | 487.751 $ | -16.598 $ | -3,3 % | 504.349 $ | -898.988 $ | -64,1 % | 1.403.337 $ | +44.744 $ | +3,3 % | 1.358.593 $ | ||
| Penobscot Investment Management Company, Inc. | 423.064 $ | -979.885 $ | -69,8 % | 1.402.949 $ | +950.342 $ | +210,0 % | ||||||
| SONATA CAPITAL GROUP INC | 1.402.297 $ | +97.696 $ | +7,5 % | 1.304.601 $ | +792.191 $ | +154,6 % | 512.410 $ | +256.192 $ | +100,0 % | 256.218 $ | -2.756.782 $ | -91,5 % |
| INDEPENDENT INVESTORS INC | 1.321.775 $ | -46.726 $ | -3,4 % | 1.368.501 $ | -32.231 $ | -2,3 % | 1.400.732 $ | +11.916 $ | +0,9 % | |||
| MN Wealth Advisors, LLC | 657.022 $ | +141.514 $ | +27,5 % | 515.508 $ | -882.703 $ | -63,1 % | 1.398.211 $ | +318.468 $ | +29,5 % | |||
| Optimus Capital Advisors, LLC | 1.384.575 $ | +1.176.672 $ | +566,0 % | 207.903 $ | -22.140 $ | -9,6 % | 230.043 $ | |||||
| Hillcrest Wealth Advisors - NY, LLC | 1.313.818 $ | -68.616 $ | -5,0 % | 1.382.434 $ | +218.446 $ | +18,8 % | 1.163.988 $ | +42.221 $ | +3,8 % | 1.121.767 $ | +15.102 $ | +1,4 % |
| Plan A Wealth LLC | 915.067 $ | -90.553 $ | -9,0 % | 1.005.620 $ | -137.536 $ | -12,0 % | 1.143.156 $ | -234.301 $ | -17,0 % | 1.377.457 $ | -229.879 $ | -14,3 % |
| RoundAngle Advisors LLC | 1.377.022 $ | +106.809 $ | +8,4 % | 1.270.213 $ | -13.338 $ | -1,0 % | ||||||
| Corps Capital Advisors, LLC | 1.361.694 $ | +35.212 $ | +2,7 % | 1.326.482 $ | -48.466 $ | -3,5 % | 1.374.948 $ | +405.136 $ | +41,8 % | |||
| Camelot Portfolios, LLC | 1.369.542 $ | +389.683 $ | +39,8 % | 979.859 $ | +236.168 $ | +31,8 % | 743.691 $ | +118.824 $ | +19,0 % | |||
| Emissary Wealth LLC | 1.369.329 $ | +422.102 $ | +44,6 % | 947.227 $ | -54.529 $ | -5,4 % | 1.001.756 $ | |||||
| Elite Financial, Inc. | 1.369.000 $ | |||||||||||
| Cadia Private Client LLC | 1.366.882 $ | +595.196 $ | +77,1 % | 771.686 $ | +362.137 $ | +88,4 % | 409.549 $ | |||||
| Investment Research & Advisory Group, Inc. | 1.366.727 $ | +39.620 $ | +3,0 % | 1.327.107 $ | +369.789 $ | +38,6 % | 957.318 $ | +60.116 $ | +6,7 % | 897.202 $ | +54.232 $ | +6,4 % |
| RCW Management, LLC | 1.364.320 $ | +368.984 $ | +37,1 % | 995.336 $ | +238.293 $ | +31,5 % | 757.043 $ | |||||
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1.363.325 $ | +16.325 $ | +1,2 % | 1.347.000 $ | -6.440 $ | -0,5 % | 1.353.440 $ | +3.310 $ | +0,2 % | |||
| Rather & Kittrell, Inc. | 1.360.162 $ | +174.999 $ | +14,8 % | 1.185.163 $ | -127.325 $ | -9,7 % | 1.312.488 $ | +16.233 $ | +1,3 % | |||
| RAM Investment Partners, LLC | 1.359.257 $ | +15.499 $ | +1,2 % | 1.343.758 $ | +375.460 $ | +38,8 % | 968.298 $ | -30.834 $ | -3,1 % | 999.132 $ | -7.537 $ | -0,7 % |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1.076.018 $ | -281.413 $ | -20,7 % | 1.357.431 $ | +124.754 $ | +10,1 % | 1.232.677 $ | -56.339 $ | -4,4 % | 1.289.016 $ | +27.555 $ | +2,2 % |
| STRATEGIC ADVISORY PARTNERS, LLC | 1.354.558 $ | +200.521 $ | +17,4 % | 1.154.037 $ | +231.442 $ | +25,1 % | 922.595 $ | |||||
| ATTICUS WEALTH MANAGEMENT, LLC | 737.423 $ | -269.337 $ | -26,8 % | 1.006.760 $ | +14.667 $ | +1,5 % | 992.093 $ | -361.843 $ | -26,7 % | 1.353.936 $ | -213.246 $ | -13,6 % |
| Conservest Capital Advisors, Inc. | 1.351.055 $ | +245.640 $ | +22,2 % | 1.105.415 $ | +43.407 $ | +4,1 % | 1.062.008 $ | +41.690 $ | +4,1 % | |||
| William Howard & Co Financial Advisors Inc | 1.347.549 $ | +213.519 $ | +18,8 % | 1.134.030 $ | +25.874 $ | +2,3 % | 1.108.156 $ | -19.285 $ | -1,7 % | |||
| KELLY FINANCIAL GROUP LLC | 1.345.379 $ | +43.977 $ | +3,4 % | 1.301.402 $ | +187.335 $ | +16,8 % | 1.114.067 $ | +25.330 $ | +2,3 % | 1.088.737 $ | +14.460 $ | +1,3 % |
| HOWE & RUSLING INC | 1.342.404 $ | +227.132 $ | +20,4 % | 1.115.272 $ | +129.622 $ | +13,2 % | 985.650 $ | +21.431 $ | +2,2 % | |||
| Keyes, Stange & Wooten Wealth Management, LLC | 1.339.523 $ | +194.367 $ | +17,0 % | 1.145.156 $ | +8.399 $ | +0,7 % | 1.136.757 $ | +21.984 $ | +2,0 % | |||
| TRED AVON FAMILY WEALTH, LLC | 1.337.338 $ | +416.182 $ | +45,2 % | 921.156 $ | -3.388 $ | -0,4 % | 924.544 $ | +100.796 $ | +12,2 % | 823.748 $ | -355.498 $ | -30,1 % |
| Smart Money Group LLC | 1.206.707 $ | +206.831 $ | +20,7 % | 999.876 $ | -330.830 $ | -24,9 % | 1.330.706 $ | +203.931 $ | +18,1 % | |||
| Greenline Partners, LLC | 1.327.925 $ | +209.833 $ | +18,8 % | 1.118.092 $ | +40.555 $ | +3,8 % | 1.077.537 $ | +20.839 $ | +2,0 % | |||
| AIRE ADVISORS, LLC | 1.080.553 $ | -246.736 $ | -18,6 % | 1.327.289 $ | +132.309 $ | +11,1 % | 1.194.980 $ | +221.081 $ | +22,7 % | 973.899 $ | +7.602 $ | +0,8 % |
| Drake & Associates, LLC | 1.327.234 $ | +518.882 $ | +64,2 % | 808.352 $ | -29.922 $ | -3,6 % | 838.274 $ | -50.392 $ | -5,7 % | |||
| Safeguard Investment Advisory Group, LLC | 648.681 $ | -673.809 $ | -51,0 % | 1.322.490 $ | -4.097.783 $ | -75,6 % | ||||||
| CacheTech Inc. | 272.213 $ | +23.410 $ | +9,4 % | 248.803 $ | -1.073.057 $ | -81,2 % | 1.321.860 $ | +1.081.957 $ | +451,0 % | |||
| Strategic Wealth Investment Group, LLC | 1.318.973 $ | +439.806 $ | +50,0 % | 879.167 $ | ||||||||
| VERITY Wealth Advisors | 1.318.140 $ | +212.431 $ | +19,2 % | 1.105.709 $ | +290.568 $ | +35,6 % | 815.141 $ | +24.337 $ | +3,1 % | |||
| BURKE & HERBERT BANK & TRUST CO | 1.317.451 $ | +683.427 $ | +107,8 % | 634.024 $ | -15.483 $ | -2,4 % | 649.507 $ | -239.967 $ | -27,0 % | |||
| WealthSpring Partners, LLC | 888.253 $ | -80.063 $ | -8,3 % | 968.316 $ | -347.113 $ | -26,4 % | 1.315.429 $ | +850.297 $ | +182,8 % | 465.132 $ | ||
| C2C Wealth Management, LLC | 1.287.603 $ | -26.654 $ | -2,0 % | 1.314.257 $ | +186.748 $ | +16,6 % | 1.127.509 $ | +37.537 $ | +3,4 % | 1.089.972 $ | -21.110 $ | -1,9 % |
| IFG Advisors, LLC | 1.293.787 $ | -17.127 $ | -1,3 % | 1.310.914 $ | +123.112 $ | +10,4 % | 1.187.802 $ | -70.288 $ | -5,6 % | 1.258.090 $ | +143.523 $ | +12,9 % |
| RIK SAYLOR FINANCIAL, INC. | 1.310.654 $ | +168.080 $ | +14,7 % | 1.142.574 $ | +31.759 $ | +2,9 % | 1.110.815 $ | +16.383 $ | +1,5 % | |||
| Dynamic Financial Group | 1.309.370 $ | +123.657 $ | +10,4 % | 1.185.713 $ | +191.214 $ | +19,2 % | 994.499 $ | +318.856 $ | +47,2 % | |||
| PRUDENT INVESTORS NETWORK, INC. | 414.190 $ | -454.643 $ | -52,3 % | 868.833 $ | -426.146 $ | -32,9 % | 1.294.979 $ | -15.892.057 $ | -92,5 % | |||
| Monetary Solutions, Ltd | 1.287.132 $ | +23.910 $ | +1,9 % | 1.263.222 $ | +57.010 $ | +4,7 % | 1.206.212 $ | |||||
| HOURGLASS CAPITAL, LLC | 1.284.120 $ | +283.110 $ | +28,3 % | 1.001.010 $ | -152.376 $ | -13,2 % | 1.153.386 $ | -568.179 $ | -33,0 % | |||
| Rose Capital Advisors LLC | 1.283.111 $ | |||||||||||
| Everhart Financial Group, Inc. | 1.213.174 $ | -66.450 $ | -5,2 % | 1.279.624 $ | +195.253 $ | +18,0 % | 1.084.371 $ | +34.829 $ | +3,3 % | 1.049.542 $ | +19.301 $ | +1,9 % |
| Robinhood Asset Management, LLC | 866.889 $ | +77.293 $ | +9,8 % | 789.596 $ | -486.602 $ | -38,1 % | 1.276.198 $ | |||||
| BAKER BOYER NATIONAL BANK | 1.275.984 $ | +201.624 $ | +18,8 % | 1.074.360 $ | +38.971 $ | +3,8 % | 1.035.389 $ | +72.166 $ | +7,5 % | |||
| Pettinga Financial Advisors LLC | 926.571 $ | -349.209 $ | -27,4 % | 1.275.780 $ | -121.933 $ | -8,7 % | ||||||
| FLP Wealth Management, LLC | 1.274.627 $ | +369.588 $ | +40,8 % | 905.039 $ | -60.758 $ | -6,3 % | 965.797 $ | +261.994 $ | +37,2 % | |||
| Sound Financial Strategies Group, LLC | 1.272.856 $ | +125.203 $ | +10,9 % | 1.147.653 $ | +467.223 $ | +68,7 % | 680.430 $ | -5.898 $ | -0,9 % | |||
| Solstein Capital, LLC | 1.265.097 $ | +190.642 $ | +17,7 % | 1.074.455 $ | +44.512 $ | +4,3 % | 1.029.943 $ | +18.401 $ | +1,8 % | |||
| Privatperson | 1.263.889 $ | +116.479 $ | +10,2 % | 1.147.410 $ | ||||||||
| MARQUETTE ASSOCIATES, INC. | 655.923 $ | -606.901 $ | -48,1 % | 1.262.824 $ | +661.215 $ | +109,9 % | 601.609 $ | -36.954 $ | -5,8 % | |||
| CIDEL ASSET MANAGEMENT INC | 1.262.070 $ | +192.450 $ | +18,0 % | 1.069.620 $ | ||||||||
| KING LUTHER CAPITAL MANAGEMENT CORP | 1.215.638 $ | +104.762 $ | +9,4 % | 1.110.876 $ | -149.464 $ | -11,9 % | 1.260.340 $ | -22.114 $ | -1,7 % | |||
| BostonPremier Wealth LLC | 1.103.920 $ | -19.667 $ | -1,8 % | 1.123.587 $ | -63.470 $ | -5,3 % | 1.187.057 $ | -68.397 $ | -5,4 % | 1.255.454 $ | -15.719.832 $ | -92,6 % |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 1.255.390 $ | +204.081 $ | +19,4 % | 1.051.309 $ | +38.133 $ | +3,8 % | 1.013.176 $ | +31.402 $ | +3,2 % | |||
| Virtue Capital Management, LLC | 1.240.334 $ | +415.855 $ | +50,4 % | 824.479 $ | -424.017 $ | -34,0 % | 1.248.496 $ | -1.107.785 $ | -47,0 % | |||
| LAFFER TENGLER INVESTMENTS, INC. | 1.248.233 $ | +197.240 $ | +18,8 % | 1.050.993 $ | +38.122 $ | +3,8 % | 1.012.871 $ | +19.588 $ | +2,0 % | |||
| BAROMETER CAPITAL MANAGEMENT INC. | 1.153.080 $ | -92.684 $ | -7,4 % | 1.245.764 $ | +411.104 $ | +49,3 % | 834.660 $ | +423.372 $ | +102,9 % | |||
| Range Financial Group LLC | 1.192.740 $ | -52.621 $ | -4,2 % | 1.245.361 $ | +104.041 $ | +9,1 % | 1.141.320 $ | +25.182 $ | +2,3 % | 1.116.138 $ | +69.326 $ | +6,6 % |
| Wellington Shields Capital Management, LLC | 828.262 $ | -27.442 $ | -3,2 % | 855.704 $ | -387.278 $ | -31,2 % | 1.242.982 $ | +3.830 $ | +0,3 % | |||
| Pandora Wealth, Inc. | 1.240.762 $ | -364.795 $ | -22,7 % | |||||||||
| Mitsubishi UFJ Asset Management Co., Ltd. | 153.791 $ | -1.085.720 $ | -87,6 % | 1.239.511 $ | +215.896 $ | +21,1 % | ||||||
| YOUSIF CAPITAL MANAGEMENT, LLC | 1.237.754 $ | +86.097 $ | +7,5 % | 1.151.657 $ | -135.840 $ | -10,6 % | ||||||
| Farmers & Merchants Trust Co of Long Beach | 1.168.922 $ | -68.565 $ | -5,5 % | 1.237.487 $ | +641.927 $ | +107,8 % | 595.560 $ | +323.184 $ | +118,7 % | 272.376 $ | -710.066 $ | -72,3 % |
| Capital CS Group, LLC | 1.234.432 $ | +1.021.152 $ | +478,8 % | 213.280 $ | -40.583 $ | -16,0 % | 253.863 $ | -26.877 $ | -9,6 % | |||
| Main Street Group, LTD | 1.234.336 $ | +103.272 $ | +9,1 % | 1.131.064 $ | +170.127 $ | +17,7 % | 960.937 $ | -191.162 $ | -16,6 % | |||
| Private Wealth Partners, LLC | 960.245 $ | -266.182 $ | -21,7 % | 1.226.427 $ | +121.434 $ | +11,0 % | 1.104.993 $ | -1.951.084 $ | -63,8 % | |||
| Main Management LLC | 4.725 $ | +700 $ | +17,4 % | 4.025 $ | -1.221.975 $ | -99,7 % | 1.226.000 $ | +1.224.805 $ | +102.494,1 % | |||
| Canal Capital Management, LLC | 1.031.250 $ | -193.886 $ | -15,8 % | 1.225.136 $ | +50.815 $ | +4,3 % | 1.174.321 $ | +28.375 $ | +2,5 % | |||
| Trust Co of the South | 1.218.942 $ | +225.111 $ | +22,7 % | 993.831 $ | +364.965 $ | +58,0 % | 628.866 $ | +22.810 $ | +3,8 % | 606.056 $ | +11.721 $ | +2,0 % |
| Highview Capital Management LLC/DE/ | 1.216.505 $ | +630.047 $ | +107,4 % | 586.458 $ | +24.432 $ | +4,3 % | 562.026 $ | -15.433 $ | -2,7 % | |||
| Kondo Wealth Advisors, Inc. | 1.186.658 $ | -23.239 $ | -1,9 % | 1.209.897 $ | +183.455 $ | +17,9 % | 1.026.442 $ | +82.741 $ | +8,8 % | 943.701 $ | +60.044 $ | +6,8 % |
| Meridian Wealth Advisors, LLC | 1.209.087 $ | +315.514 $ | +35,3 % | 893.573 $ | +704.696 $ | +373,1 % | 188.877 $ | -256.844 $ | -57,6 % | |||
| COMPASS CAPITAL CORP /MA/ /ADV | 1.204.315 $ | +116.844 $ | +10,7 % | 1.087.471 $ | -106.040 $ | -8,9 % | 1.193.511 $ | -2.133.335 $ | -64,1 % | |||
| Exit Wealth Advisors, LLC. | 1.195.922 $ | -3.628 $ | -0,3 % | 1.199.550 $ | +338.023 $ | +39,2 % | 861.527 $ | +74.291 $ | +9,4 % | |||
| Provenance Wealth Advisors, LLC | 1.199.414 $ | +908.044 $ | +311,6 % | 291.370 $ | +60.327 $ | +26,1 % | 231.043 $ | +1.847 $ | +0,8 % | |||
| Washington Trust Advisors, Inc. | 1.191.711 $ | +107.775 $ | +9,9 % | 1.083.936 $ | +63.744 $ | +6,2 % | 1.020.192 $ | +41.844 $ | +4,3 % | |||
| McLean Asset Management Corp | 1.188.875 $ | +36.609 $ | +3,2 % | 1.152.266 $ | +398 $ | +0,0 % | 1.151.868 $ | -42.688 $ | -3,6 % | |||
| Fiduciary Wealth Partners, LLC | 1.182.292 $ | +161.361 $ | +15,8 % | 1.020.931 $ | ||||||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1.182.161 $ | +145.840 $ | +14,1 % | 1.036.321 $ | -11.571 $ | -1,1 % | 1.047.892 $ | -97.263 $ | -8,5 % | |||
| Warren Street Wealth Advisors, LLC | 1.182.129 $ | +61.596 $ | +5,5 % | 1.120.533 $ | +62.341 $ | +5,9 % | 1.058.192 $ | -13.366 $ | -1,2 % | |||
| Private Capital Advisors, Inc. | 1.181.309 $ | +19.021 $ | +1,6 % | 1.162.288 $ | +342.545 $ | +41,8 % | 819.743 $ | +234.999 $ | +40,2 % | 584.744 $ | -233.442 $ | -28,5 % |
| Birch Capital Management, LLC | 1.175.715 $ | +113.664 $ | +10,7 % | 1.062.051 $ | +30.673 $ | +3,0 % | 1.031.378 $ | -4.173 $ | -0,4 % | |||
| Private Wealth Group, LLC | 1.171.115 $ | +86.319 $ | +8,0 % | 1.084.796 $ | +132.215 $ | +13,9 % | 952.581 $ | +288.675 $ | +43,5 % | 663.906 $ | +14.558 $ | +2,2 % |
| Discipline Wealth Solutions, LLC | 1.081.901 $ | -85.514 $ | -7,3 % | 1.167.415 $ | +481.952 $ | +70,3 % | 685.463 $ | -203.482 $ | -22,9 % | 888.945 $ | +328.003 $ | +58,5 % |
| GRIFFIN ASSET MANAGEMENT, INC. | 1.164.795 $ | +692.088 $ | +146,4 % | 472.707 $ | ||||||||
| INVESTED ADVISORS | 1.164.565 $ | +179.834 $ | +18,3 % | 984.731 $ | +27.653 $ | +2,9 % | 957.078 $ | -3.181 $ | -0,3 % | |||
| Investment Research Partners LLC | 978.952 $ | -185.364 $ | -15,9 % | 1.164.316 $ | +183.980 $ | +18,8 % | 980.336 $ | +13.714 $ | +1,4 % | 966.622 $ | -15.581 $ | -1,6 % |
| LOGAN CAPITAL MANAGEMENT INC | 503.335 $ | -660.695 $ | -56,8 % | 1.164.030 $ | +1.104.278 $ | +1.848,1 % | ||||||
| Legacy Advisors, LLC | 323.319 $ | -837.837 $ | -72,2 % | 1.161.156 $ | +858.178 $ | +283,2 % | 302.978 $ | +60.111 $ | +24,8 % | 242.867 $ | ||
| Battery Global Advisors, LLC | 1.157.611 $ | +108.876 $ | +10,4 % | 1.048.735 $ | +2.235 $ | +0,2 % | 1.046.500 $ | +0 $ | +0,0 % | |||
| AGF MANAGEMENT LTD | 1.157.274 $ | +182.867 $ | +18,8 % | 974.407 $ | +35.344 $ | +3,8 % | 939.063 $ | +17.502 $ | +1,9 % | |||
| Stark Wealth Management LLC | 1.156.747 $ | +907.902 $ | +364,8 % | |||||||||
| Redwood Family Wealth LLC | 989.123 $ | -55.815 $ | -5,3 % | 1.044.938 $ | +259.540 $ | +33,0 % | 785.398 $ | -370.899 $ | -32,1 % | 1.156.297 $ | ||
| Beta Wealth Group, Inc. | 1.155.755 $ | +385.340 $ | +50,0 % | 770.415 $ | +177.874 $ | +30,0 % | 592.541 $ | -359.985 $ | -37,8 % | |||
| FNY Investment Advisers, LLC | 1.155.000 $ | +2.000 $ | +0,2 % | 1.153.000 $ | +112.000 $ | +10,8 % | 1.041.000 $ | -100.000 $ | -8,8 % | 1.141.000 $ | +62.000 $ | +5,7 % |
| WAYSTONE ADVISORS LLC | 1.149.072 $ | -3.811 $ | -0,3 % | 1.152.883 $ | +305.692 $ | +36,1 % | 847.191 $ | +15.073 $ | +1,8 % | 832.118 $ | ||
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 1.151.890 $ | +133.679 $ | +13,1 % | 1.018.211 $ | -86.012 $ | -7,8 % | 1.104.223 $ | +50.953 $ | +4,8 % | |||
| Tulsa Wealth Advisors, INC | 1.147.539 $ | +413.183 $ | +56,3 % | 734.356 $ | ||||||||
| Larry Mathis Financial Planning, LLC | 1.145.711 $ | |||||||||||
| Legacy Wealth Asset Management, LLC | 451.980 $ | -9.356 $ | -2,0 % | 461.336 $ | -165.649 $ | -26,4 % | 626.985 $ | -515.284 $ | -45,1 % | 1.142.269 $ | +775.226 $ | +211,2 % |
| Novak & Powell Financial Services, Inc. | 760.871 $ | -158.771 $ | -17,3 % | 919.642 $ | -219.160 $ | -19,2 % | 1.138.802 $ | +277.154 $ | +32,2 % | |||
| Wall Street Financial Group, Inc. | 1.076.888 $ | -61.348 $ | -5,4 % | 1.138.236 $ | +404.782 $ | +55,2 % | 733.454 $ | |||||
| GREENWOOD CAPITAL ASSOCIATES LLC | 982.404 $ | -155.499 $ | -13,7 % | 1.137.903 $ | +128.358 $ | +12,7 % | 1.009.545 $ | +97.406 $ | +10,7 % | |||
| TKG Advisors, LLC | 1.137.843 $ | +162.840 $ | +16,7 % | 975.003 $ | +187.262 $ | +23,8 % | 787.741 $ | +256.921 $ | +48,4 % | |||
| MUIRFIELD WEALTH ADVISORS LLC | 1.137.641 $ | +171.726 $ | +17,8 % | 965.915 $ | -23.523 $ | -2,4 % | 989.438 $ | -15.306 $ | -1,5 % | |||
| Pathfinder Wealth Consulting, Inc. | 884.919 $ | -251.655 $ | -22,1 % | 1.136.574 $ | ||||||||
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 73.049 $ | -1.061.580 $ | -93,6 % | 1.134.629 $ | +64.769 $ | +6,1 % | 1.069.860 $ | -296.979 $ | -21,7 % | |||
| Pegasus Asset Management, Inc. | 1.132.820 $ | +377.785 $ | +50,0 % | 755.035 $ | +50.410 $ | +7,2 % | 704.625 $ | +66.703 $ | +10,5 % | |||
| Walser Wealth Management Company, A Ltd Liability Co | 893.997 $ | -235.570 $ | -20,9 % | 1.129.567 $ | +458.996 $ | +68,4 % | 670.571 $ | +389.502 $ | +138,6 % | 281.069 $ | ||
| Owl Creek Wealth Partners LLC | 1.129.427 $ | +8.929 $ | +0,8 % | 1.120.498 $ | +193.156 $ | +20,8 % | 927.342 $ | |||||
| Red Door Wealth Management, LLC | 1.126.906 $ | +16.636 $ | +1,5 % | 1.110.270 $ | +138.866 $ | +14,3 % | 971.404 $ | +209.027 $ | +27,4 % | |||
| Town Capital LLC | 277.431 $ | -69.436 $ | -20,0 % | 346.867 $ | -778.261 $ | -69,2 % | 1.125.128 $ | |||||
| Massar Capital Management, LP | 1.124.345 $ | |||||||||||
| DAVIDSON TRUST CO | 1.123.924 $ | +13.184 $ | +1,2 % | 1.110.740 $ | +241.050 $ | +27,7 % | 869.690 $ | +25.692 $ | +3,0 % | 843.998 $ | +43.702 $ | +5,5 % |
| Clear Harbor Asset Management, LLC | 1.122.887 $ | +525.469 $ | +88,0 % | 597.418 $ | -122.628 $ | -17,0 % | 720.046 $ | +10.232 $ | +1,4 % | |||
| CARDIFF PARK ADVISORS, LLC | 1.122.671 $ | +41.033 $ | +3,8 % | 1.081.638 $ | -20.910 $ | -1,9 % | 1.102.548 $ | -123.631 $ | -10,1 % | |||
| Cooksen Wealth, LLC | 858.163 $ | -50.610 $ | -5,6 % | 908.773 $ | +62.230 $ | +7,4 % | 846.543 $ | -275.036 $ | -24,5 % | 1.121.579 $ | +628.810 $ | +127,6 % |
| TruNorth Capital Management, LLC | 1.105.480 $ | -15.759 $ | -1,4 % | 1.121.239 $ | +174.871 $ | +18,5 % | 946.368 $ | +29.353 $ | +3,2 % | 917.015 $ | -157.470 $ | -14,7 % |
| CVFG LLC | 1.120.516 $ | +480.645 $ | +75,1 % | 639.871 $ | +257.749 $ | +67,5 % | 382.122 $ | +27.945 $ | +7,9 % | |||
| Ameraudi Asset Management, Inc. | 1.118.837 $ | +101.045 $ | +9,9 % | 1.017.792 $ | +36.918 $ | +3,8 % | 980.874 $ | -761.655 $ | -43,7 % | |||
| SANDERS MORRIS HARRIS LLC | 1.115.557 $ | +205.219 $ | +22,5 % | 910.338 $ | +325.961 $ | +55,8 % | 584.377 $ | -197.550 $ | -25,3 % | |||
| Nepsis Inc. | 1.114.917 $ | +332.072 $ | +42,4 % | 782.845 $ | +3.083 $ | +0,4 % | 779.762 $ | +48.932 $ | +6,7 % | 730.830 $ | -5.161 $ | -0,7 % |
| Abbot Financial Management, Inc. | 1.113.833 $ | +113.701 $ | +11,4 % | 1.000.132 $ | +209.066 $ | +26,4 % | 791.066 $ | -15.341 $ | -1,9 % | |||
| Avise Financial Cooperative, Inc. | 1.111.438 $ | +908.174 $ | +446,8 % | 203.264 $ | -104.323 $ | -33,9 % | 307.587 $ | |||||
| Sonoma Private Wealth LLC | 815.861 $ | +61.642 $ | +8,2 % | 754.219 $ | -355.874 $ | -32,1 % | 1.110.093 $ | +27.218 $ | +2,5 % | |||
| MACKENZIE FINANCIAL CORP | 1.107.571 $ | +337.531 $ | +43,8 % | 770.040 $ | +63.837 $ | +9,0 % | 706.203 $ | +290.248 $ | +69,8 % | |||
| Pine Harbor Wealth Management, LLC | 1.106.951 $ | +52.370 $ | +5,0 % | 1.054.581 $ | +12.589 $ | +1,2 % | 1.041.992 $ | +25.323 $ | +2,5 % | |||
| Ethos Capital Management, Inc. | 642.737 $ | -192.755 $ | -23,1 % | 835.492 $ | -269.596 $ | -24,4 % | 1.105.088 $ | |||||
| Miller Global Investments, LLC | 1.093.713 $ | +6.900 $ | +0,6 % | 1.086.813 $ | -18.200 $ | -1,6 % | 1.105.013 $ | +65.604 $ | +6,3 % | 1.039.409 $ | ||
| Independent Wealth Advisors LLC | 1.102.455 $ | +353.781 $ | +47,3 % | 748.674 $ | -281.970 $ | -27,4 % | 1.030.644 $ | |||||
| Paller Financial Services Inc | 967.332 $ | -33.412 $ | -3,3 % | 1.000.744 $ | -50.677 $ | -4,8 % | 1.051.421 $ | -47.609 $ | -4,3 % | 1.099.030 $ | ||
| HighMark Wealth Management LLC | 749.309 $ | -5.079 $ | -0,7 % | 754.388 $ | -344.245 $ | -31,3 % | 1.098.633 $ | +32.674 $ | +3,1 % | |||
| BOURGEON CAPITAL MANAGEMENT LLC | 638.381 $ | -32.895 $ | -4,9 % | 671.276 $ | -72.452 $ | -9,7 % | 743.728 $ | -351.237 $ | -32,1 % | 1.094.965 $ | +109.765 $ | +11,1 % |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 1.092.757 $ | +344.051 $ | +46,0 % | 748.706 $ | -40.241 $ | -5,1 % | 788.947 $ | |||||
| Bienville Capital Management, LLC | 1.086.612 $ | |||||||||||
| SHRIER WEALTH MANAGEMENT, LLC | 1.064.372 $ | -22.033 $ | -2,0 % | 1.086.405 $ | +220.274 $ | +25,4 % | 866.131 $ | +37.467 $ | +4,5 % | 828.664 $ | ||
| South Shore Capital Advisors | 1.085.361 $ | +75.340 $ | +7,5 % | 1.010.021 $ | +99.463 $ | +10,9 % | 910.558 $ | -144.426 $ | -13,7 % | 1.054.984 $ | ||
| Chung Wu Investment Group, LLC | 1.085.030 $ | +67.071 $ | +6,6 % | 1.017.959 $ | +180.511 $ | +21,6 % | 837.448 $ | -3.039 $ | -0,4 % | |||
| Oldfather Financial Services, LLC | 1.081.412 $ | +858.737 $ | +385,6 % | |||||||||
| NICOLET ADVISORY SERVICES, LLC | 1.080.816 $ | -584.585 $ | -35,1 % | |||||||||
| MAIMON WEALTH MANAGEMENT LTD. | 1.079.354 $ | +131.532 $ | +13,9 % | 947.822 $ | -27.932 $ | -2,9 % | 975.754 $ | |||||
| Fort Sheridan Advisors LLC | 1.079.182 $ | +287.767 $ | +36,4 % | 791.415 $ | +520.072 $ | +191,7 % | ||||||
| Westbourne Investment Advisors, Inc. | 1.073.802 $ | -4.966 $ | -0,5 % | 1.078.768 $ | +24.520 $ | +2,3 % | 1.054.248 $ | +6.756 $ | +0,6 % | 1.047.492 $ | +53.952 $ | +5,4 % |
| Vanguard National Trust Co | 1.076.257 $ | +188.549 $ | +21,2 % | 887.708 $ | ||||||||
| Henrickson Nauta Wealth Advisors, Inc. | 1.075.617 $ | +422.822 $ | +64,8 % | 652.795 $ | -5.937 $ | -0,9 % | 658.732 $ | +105.272 $ | +19,0 % | |||
| Cascades Capital Asset Management, LLC | 885.728 $ | +59.492 $ | +7,2 % | 826.236 $ | -248.295 $ | -23,1 % | 1.074.531 $ | -185.560 $ | -14,7 % | |||
| Shade Tree Advisors LLC | 1.050.454 $ | -21.744 $ | -2,0 % | 1.072.198 $ | +169.424 $ | +18,8 % | 902.774 $ | +32.746 $ | +3,8 % | 870.028 $ | +215.442 $ | +32,9 % |
| WIREGRASS INVESTMENT MANAGEMENT LLC | 1.070.995 $ | +60.072 $ | +5,9 % | 1.010.923 $ | +6.331 $ | +0,6 % | 1.004.592 $ | |||||
| Tidal Investments LLC | 576.732 $ | +75.927 $ | +15,2 % | 500.805 $ | -565.656 $ | -53,0 % | 1.066.461 $ | -483.657 $ | -31,2 % | |||
| BROWN, LISLE/CUMMINGS, INC. | 1.065.387 $ | +21.005 $ | +2,0 % | 1.044.382 $ | +308.656 $ | +42,0 % | 735.726 $ | +82.254 $ | +12,6 % | 653.472 $ | +12.544 $ | +2,0 % |
| TMB Capital Partners, LLC | 1.065.051 $ | +193.165 $ | +22,2 % | 871.886 $ | +15.340 $ | +1,8 % | 856.546 $ | +323.035 $ | +60,5 % | 533.511 $ | ||
| River Street Advisors LLC | 1.064.304 $ | +224.308 $ | +26,7 % | 839.996 $ | +66.339 $ | +8,6 % | 773.657 $ | +13.771 $ | +1,8 % | |||
| ENZI WEALTH | 1.059.289 $ | |||||||||||
| Opulen Financial Group LLC | 1.056.827 $ | +25.986 $ | +2,5 % | 1.030.841 $ | -1.125 $ | -0,1 % | 1.031.966 $ | -1.527.014 $ | -59,7 % | |||
| Clare Market Investments LLC | 1.052.165 $ | +145.415 $ | +16,0 % | 906.750 $ | ||||||||
| INVESTMENT PARTNERS, LTD. | 1.051.165 $ | +99.772 $ | +10,5 % | 951.393 $ | +27.734 $ | +3,0 % | 923.659 $ | +8.496 $ | +0,9 % | |||
| Advisors Preferred, LLC | 73.239 $ | -976.105 $ | -93,0 % | 1.049.344 $ | +1.032.466 $ | +6.117,2 % | ||||||
| KLCM Advisors, Inc. | 1.024.136 $ | +77.934 $ | +8,2 % | 946.202 $ | -100.506 $ | -9,6 % | 1.046.708 $ | |||||
| HHM Wealth Advisors, LLC | 1.046.161 $ | +366.149 $ | +53,8 % | 680.012 $ | -26.943 $ | -3,8 % | 706.955 $ | -280.913 $ | -28,4 % | |||
| MATTERN CAPITAL MANAGEMENT, LLC | 748.415 $ | -297.496 $ | -28,4 % | 1.045.911 $ | +52.044 $ | +5,2 % | 993.867 $ | +17.711 $ | +1,8 % | |||
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 323.080 $ | +98.860 $ | +44,1 % | 224.220 $ | -821.060 $ | -78,5 % | 1.045.280 $ | +803.160 $ | +331,7 % | |||
| Bey-Douglas LLC | 1.044.119 $ | +270.611 $ | +35,0 % | 773.508 $ | -235.763 $ | -23,4 % | ||||||
| Keenan, LLC | 472.501 $ | -59.353 $ | -11,2 % | 531.854 $ | -510.131 $ | -49,0 % | 1.041.985 $ | |||||
| EAGLE ROCK INVESTMENT COMPANY, LLC | 805.064 $ | -3.196 $ | -0,4 % | 808.260 $ | -233.604 $ | -22,4 % | 1.041.864 $ | +3.101 $ | +0,3 % | 1.038.763 $ | +227.945 $ | +28,1 % |
| MAINSAIL ASSET MANAGEMENT, LLC | 606.398 $ | -435.262 $ | -41,8 % | 1.041.660 $ | +27.603 $ | +2,7 % | 1.014.057 $ | +9.556 $ | +1,0 % | 1.004.501 $ | +9.666 $ | +1,0 % |
| Peirce Capital Management, LLC | 1.016.910 $ | -21.050 $ | -2,0 % | 1.037.960 $ | +131.650 $ | +14,5 % | 906.310 $ | +16.270 $ | +1,8 % | 890.040 $ | +5.611 $ | +0,6 % |
| Koa Wealth Management, LLC | 1.036.332 $ | +795.484 $ | +330,3 % | |||||||||
| Scheeler Financial LLC | 1.032.422 $ | |||||||||||
| Obermeyer Wealth Partners | 926.448 $ | +19.604 $ | +2,2 % | 906.844 $ | -125.362 $ | -12,1 % | 1.032.206 $ | +19.682 $ | +1,9 % | 1.012.524 $ | -483.678 $ | -32,3 % |
| Parker Investment Management, LLC | 227.666 $ | -803.062 $ | -77,9 % | 1.030.728 $ | -1.696.270 $ | -62,2 % | ||||||
| CALDWELL SUTTER CAPITAL, INC. | 1.030.441 $ | +39.531 $ | +4,0 % | 990.910 $ | +59.896 $ | +6,4 % | 931.014 $ | +53.534 $ | +6,1 % | |||
| KKM Financial LLC | 1.027.229 $ | +103.946 $ | +11,3 % | 923.283 $ | +0 $ | +0,0 % | 923.283 $ | +53.628 $ | +6,2 % | |||
| Avion Wealth | 905.000 $ | +536.000 $ | +145,3 % | 369.000 $ | -657.000 $ | -64,0 % | 1.026.000 $ | -10.000 $ | -1,0 % | |||
| Agate Pass Investment Management, LLC | 1.024.627 $ | +101.118 $ | +10,9 % | 923.509 $ | +70.123 $ | +8,2 % | 853.386 $ | +20.573 $ | +2,5 % | 832.813 $ | +32.801 $ | +4,1 % |
| Summit Wealth Group, LLC | 1.022.024 $ | +95.709 $ | +10,3 % | 926.315 $ | +23.297 $ | +2,6 % | 903.018 $ | +289.105 $ | +47,1 % | |||
| PCB Capital LLC | 1.021.228 $ | +264.733 $ | +35,0 % | 756.495 $ | +70.845 $ | +10,3 % | 685.650 $ | |||||
| Valued Wealth Advisors LLC | 867.654 $ | -114.838 $ | -11,7 % | 982.492 $ | -38.715 $ | -3,8 % | 1.021.207 $ | -22.771 $ | -2,2 % | |||
| Avail Investment Partners, LLC | 850.394 $ | -169.449 $ | -16,6 % | 1.019.843 $ | +160.843 $ | +18,7 % | 859.000 $ | |||||
| FORONJY FINANCIAL LLC | 1.014.755 $ | |||||||||||
| Pacific Point Advisors, LLC | 1.013.797 $ | |||||||||||
| Parkway Wealth Management Group, LLC | 486.720 $ | -54.774 $ | -10,1 % | 541.494 $ | -471.962 $ | -46,6 % | 1.013.456 $ | |||||
| Verde Capital Management | 1.011.404 $ | |||||||||||
| One Day In July LLC | 999.337 $ | +102.462 $ | +11,4 % | 896.875 $ | +83.149 $ | +10,2 % | 813.726 $ | -49.913 $ | -5,8 % | |||
| R2 Capital Strategies, LLC | 980.035 $ | -17.374 $ | -1,7 % | 997.409 $ | ||||||||
| ETF Store, Inc. | 997.255 $ | +31.726 $ | +3,3 % | 965.529 $ | +5.324 $ | +0,6 % | 960.205 $ | +141.963 $ | +17,3 % | 818.242 $ | +34.382 $ | +4,4 % |
| Mendota Financial Group, LLC | 937.853 $ | +5.772 $ | +0,6 % | 932.081 $ | +8.772 $ | +1,0 % | 923.309 $ | -68.636 $ | -6,9 % | 991.945 $ | -59.180 $ | -5,6 % |
| MW ADVISORY, LLC | 788.226 $ | -201.215 $ | -20,3 % | 989.441 $ | ||||||||
| Atlantic Private Wealth, LLC | 985.305 $ | +5.824 $ | +0,6 % | 979.481 $ | -9.705 $ | -1,0 % | 989.186 $ | +240.047 $ | +32,0 % | |||
| American Investment Services, Inc. | 984.833 $ | +64.990 $ | +7,1 % | 919.843 $ | -1.503 $ | -0,2 % | 921.346 $ | -6.739 $ | -0,7 % | |||
| Privatperson | 980.100 $ | |||||||||||
| Nicht ausgewiesen | 979.169 $ | +116.222 $ | +13,5 % | 862.947 $ | -20.391 $ | -2,3 % | 883.338 $ | -30.046 $ | -3,3 % | |||
| E6 Portfolios, LLC | 978.788 $ | +624.605 $ | +176,4 % | 354.183 $ | +42.650 $ | +13,7 % | 311.533 $ | |||||
| Parkwoods Wealth Partners, LLC | 978.340 $ | |||||||||||
| Family Capital Trust Co | 976.107 $ | +10.043 $ | +1,0 % | 966.064 $ | +1.026 $ | +0,1 % | 965.038 $ | +3.401 $ | +0,4 % | |||
| Tufton Capital Management | 956.000 $ | -20.000 $ | -2,0 % | 976.000 $ | +143.000 $ | +17,2 % | 833.000 $ | +76.000 $ | +10,0 % | 757.000 $ | +7.000 $ | +0,9 % |
| EVOKE WEALTH, LLC | 849.834 $ | -124.955 $ | -12,8 % | 974.789 $ | -159.853 $ | -14,1 % | ||||||
| BRIAN LOW FINANCIAL GROUP, LLC | 270.804 $ | -701.049 $ | -72,1 % | 971.853 $ | +138.481 $ | +16,6 % | 833.372 $ | -38.007 $ | -4,4 % | |||
| Retireful, LLC | 970.278 $ | +465.286 $ | +92,1 % | 504.992 $ | +23.640 $ | +4,9 % | 481.352 $ | -25.737 $ | -5,1 % | 507.089 $ | -4.453.304 $ | -89,8 % |
| Risk Paradigm Group, LLC | 969.505 $ | +28.291 $ | +3,0 % | 941.214 $ | +36.938 $ | +4,1 % | 904.276 $ | |||||
| MOSAIC FINANCIAL GROUP, LLC | 969.000 $ | +30.000 $ | +3,2 % | 939.000 $ | +3.000 $ | +0,3 % | 936.000 $ | +0 $ | +0,0 % | |||
| CIM, LLC | 963.501 $ | +124.529 $ | +14,8 % | 838.972 $ | -29.801 $ | -3,4 % | 868.773 $ | +171.169 $ | +24,5 % | |||
| Stonehage Fleming Financial Services Holdings Ltd | 960.612 $ | +151.791 $ | +18,8 % | 808.821 $ | +695.085 $ | +611,1 % | 113.736 $ | -650.671 $ | -85,1 % | |||
| Basecamp Wealth Advisors LLC | 960.530 $ | +151.779 $ | +18,8 % | 808.751 $ | +29.335 $ | +3,8 % | 779.416 $ | |||||
| Jupiter Wealth Management LLC | 917.800 $ | +8.937 $ | +1,0 % | 908.863 $ | -50.050 $ | -5,2 % | 958.913 $ | +31.038 $ | +3,3 % | |||
| KLINGENSTEIN FIELDS & CO LP | 958.873 $ | |||||||||||
| Orin Green Financial, LLC | 936.079 $ | -21.695 $ | -2,3 % | 957.774 $ | +54.147 $ | +6,0 % | 903.627 $ | -49.330 $ | -5,2 % | 952.957 $ | -104.347 $ | -9,9 % |
| Topor & Co. Korea | 937.641 $ | -19.410 $ | -2,0 % | 957.051 $ | +151.229 $ | +18,8 % | 805.822 $ | |||||
| SIMA Wealth Partners, LLC | 930.351 $ | -18.869 $ | -2,0 % | 949.220 $ | +130.627 $ | +16,0 % | 818.593 $ | +56.745 $ | +7,4 % | 761.848 $ | +12.715 $ | +1,7 % |
| Rede Wealth, LLC | 945.606 $ | +136.878 $ | +16,9 % | 808.728 $ | -2.536 $ | -0,3 % | 811.264 $ | +610.893 $ | +304,9 % | |||
| MAYPORT, LLC | 945.351 $ | +328.831 $ | +53,3 % | 616.520 $ | -65.763 $ | -9,6 % | 682.283 $ | -40.991 $ | -5,7 % | |||
| Idaho Trust Co | 743.387 $ | -78.551 $ | -9,6 % | 821.938 $ | -119.511 $ | -12,7 % | 941.449 $ | -155.820 $ | -14,2 % | |||
| Cypress Capital Management LLC (WY) | 5.471 $ | -860.277 $ | -99,4 % | 865.748 $ | -75.226 $ | -8,0 % | 940.974 $ | -436.253 $ | -31,7 % | |||
| Westmount Partners, LLC | 936.780 $ | +404.948 $ | +76,1 % | 531.832 $ | +29.575 $ | +5,9 % | 502.257 $ | +135.998 $ | +37,1 % | |||
| Biltmore Family Office, LLC | 936.023 $ | +366.946 $ | +64,5 % | 569.077 $ | +11.509 $ | +2,1 % | 557.568 $ | +109.836 $ | +24,5 % | |||
| BXM Wealth LLC | 723.760 $ | -210.982 $ | -22,6 % | 934.742 $ | +101.480 $ | +12,2 % | 833.262 $ | +513.330 $ | +160,4 % | |||
| GDS Wealth Management | 933.983 $ | +324.299 $ | +53,2 % | 609.684 $ | +270.223 $ | +79,6 % | 339.461 $ | -216.660 $ | -39,0 % | |||
| Truepoint, Inc. | 495.408 $ | -436.560 $ | -46,8 % | 931.968 $ | +77.703 $ | +9,1 % | 854.265 $ | +184.850 $ | +27,6 % | |||
| CONTINUUM WEALTH ADVISORS, LLC | 320.715 $ | -353.107 $ | -52,4 % | 673.822 $ | -257.692 $ | -27,7 % | 931.514 $ | -1.823.445 $ | -66,2 % | |||
| Hughes Financial Services, LLC | 929.824 $ | +9.051 $ | +1,0 % | 920.773 $ | +1.664 $ | +0,2 % | 919.109 $ | -8.553 $ | -0,9 % | |||
| BRASADA CAPITAL MANAGEMENT, LP | 924.804 $ | +67.954 $ | +7,9 % | 856.850 $ | -72.536 $ | -7,8 % | 929.386 $ | -19.668 $ | -2,1 % | |||
| SUMMITRY LLC | 927.664 $ | +334.534 $ | +56,4 % | 593.130 $ | ||||||||
| Meadowbrook Wealth Management, LLC | 926.851 $ | +128.400 $ | +16,1 % | 798.451 $ | +129.488 $ | +19,4 % | 668.963 $ | -37.079 $ | -5,3 % | 706.042 $ | -15.600 $ | -2,2 % |
| Bowman & Co S.C. | 926.429 $ | +27.995 $ | +3,1 % | |||||||||
| TI-TRUST, INC | 900.764 $ | -24.186 $ | -2,6 % | 924.950 $ | +30.844 $ | +3,4 % | 894.106 $ | -7.046 $ | -0,8 % | 901.152 $ | +37.795 $ | +4,4 % |
| Rare Wolf Capital LLC | 905.502 $ | -18.744 $ | -2,0 % | 924.246 $ | +146.045 $ | +18,8 % | 778.201 $ | +28.362 $ | +3,8 % | 749.839 $ | ||
| TL Private Wealth | 334.103 $ | -587.558 $ | -63,7 % | 921.661 $ | +207.686 $ | +29,1 % | 713.975 $ | +2.307 $ | +0,3 % | 711.668 $ | +10.154 $ | +1,4 % |
| Thayer Financial, L.L.C. | 820.879 $ | -96.550 $ | -10,5 % | 917.429 $ | +119.122 $ | +14,9 % | 798.307 $ | +39.997 $ | +5,3 % | 758.310 $ | ||
| Shulman DeMeo Asset Management LLC | 825.056 $ | -76.409 $ | -8,5 % | 901.465 $ | -14.888 $ | -1,6 % | 916.353 $ | +90.720 $ | +11,0 % | 825.633 $ | -27.140 $ | -3,2 % |
| TCV Trust & Wealth Management, Inc. | 880.327 $ | -32.446 $ | -3,6 % | 912.773 $ | +530.544 $ | +138,8 % | 382.229 $ | +33.291 $ | +9,5 % | 348.938 $ | -39.066 $ | -10,1 % |
| Kesler, Norman & Wride, LLC | 912.651 $ | +100.021 $ | +12,3 % | 812.630 $ | +55.718 $ | +7,4 % | 756.912 $ | -676.993 $ | -47,2 % | |||
| Stiles Financial Services Inc | 911.264 $ | +83.948 $ | +10,1 % | 827.316 $ | +40.272 $ | +5,1 % | 787.044 $ | +23.119 $ | +3,0 % | |||
| GARRISON BRADFORD & ASSOCIATES INC | 897.639 $ | -11.190 $ | -1,2 % | 908.829 $ | ||||||||
| Duncan Williams Asset Management, LLC | 901.660 $ | +258.083 $ | +40,1 % | 643.577 $ | -47.285 $ | -6,8 % | 690.862 $ | -159.213 $ | -18,7 % | |||
| SimpliFi, Inc. | 900.353 $ | +42.413 $ | +4,9 % | 857.940 $ | -1.917 $ | -0,2 % | 859.857 $ | +19.593 $ | +2,3 % | |||
| INTERACTIVE FINANCIAL ADVISORS, INC. | 881.958 $ | +62.071 $ | +7,6 % | 819.887 $ | -79.040 $ | -8,8 % | 898.927 $ | -623.987 $ | -41,0 % | |||
| RAELIPSKIE PARTNERSHIP | 898.620 $ | +65.322 $ | +7,8 % | 833.298 $ | +29.495 $ | +3,7 % | 803.803 $ | -6.155 $ | -0,8 % | |||
| Haverford Financial Services, Inc. | 897.986 $ | +141.896 $ | +18,8 % | 756.090 $ | +27.425 $ | +3,8 % | 728.665 $ | +14.092 $ | +2,0 % | |||
| ABBINGTON INVESTMENT GROUP | 895.655 $ | +146.351 $ | +19,5 % | 749.304 $ | +27.180 $ | +3,8 % | 722.124 $ | +23.929 $ | +3,4 % | |||
| WFA of San Diego, LLC | 331.460 $ | -534.596 $ | -61,7 % | 866.056 $ | -26.081 $ | -2,9 % | 892.137 $ | -17.944 $ | -2,0 % | |||
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 891.360 $ | |||||||||||
| PRELUDE CAPITAL MANAGEMENT, LLC | 888.745 $ | +263.145 $ | +42,1 % | 625.600 $ | -264.100 $ | -29,7 % | 889.700 $ | -7.162.600 $ | -89,0 % | |||
| Westend Capital Management, LLC | 889.678 $ | +353.572 $ | +66,0 % | 536.106 $ | -14.245 $ | -2,6 % | 550.351 $ | -5.637 $ | -1,0 % | |||
| Grandview Asset Management LLC | 372.751 $ | -120.045 $ | -24,4 % | 492.796 $ | -70.462 $ | -12,5 % | 563.258 $ | -325.649 $ | -36,6 % | 888.907 $ | -35.828 $ | -3,9 % |
| Presper Financial Architects, LLC | 376.723 $ | +29.863 $ | +8,6 % | 346.860 $ | -541.870 $ | -61,0 % | 888.730 $ | -40.198 $ | -4,3 % | |||
| PINCUS CAPITAL MANAGEMENT, LP | 875.440 $ | -3.100 $ | -0,4 % | 878.540 $ | -8.680 $ | -1,0 % | 887.220 $ | |||||
| Forum Private Client Group LLC | 886.070 $ | +14.129 $ | +1,6 % | 871.941 $ | +238.523 $ | +37,7 % | 633.418 $ | +19.143 $ | +3,1 % | |||
| Colter Lewis Investment Partners LLC | 666.116 $ | -219.467 $ | -24,8 % | 885.583 $ | ||||||||
| Menard Financial Group LLC | 748.261 $ | -136.967 $ | -15,5 % | 885.228 $ | +3.217 $ | +0,4 % | 882.011 $ | -25.422 $ | -2,8 % | |||
| Carroll Advisory Group, LLC | 882.096 $ | +416.363 $ | +89,4 % | 465.733 $ | +43.343 $ | +10,3 % | 422.390 $ | -75.212 $ | -15,1 % | 497.602 $ | ||
| Bank of Marin | 692.873 $ | -186.535 $ | -21,2 % | 879.408 $ | +160.491 $ | +22,3 % | 718.917 $ | +54.510 $ | +8,2 % | |||
| VestGen Investment Management | 728.974 $ | -7.864 $ | -1,1 % | 736.838 $ | -141.861 $ | -16,1 % | 878.699 $ | +128.706 $ | +17,2 % | |||
| Kings Path Partners LLC | 878.457 $ | +12.042 $ | +1,4 % | 866.415 $ | +88.031 $ | +11,3 % | 778.384 $ | +24.940 $ | +3,3 % | 753.444 $ | -403.910 $ | -34,9 % |
| Williams & Novak Wealth Management, LLC | 699.516 $ | -121.594 $ | -14,8 % | 821.110 $ | +124.495 $ | +17,9 % | 696.615 $ | -180.677 $ | -20,6 % | 877.292 $ | +29.282 $ | +3,5 % |
| My Personal CFO, LLC | 876.511 $ | +525.854 $ | +150,0 % | 350.657 $ | -44.421 $ | -11,2 % | 395.078 $ | +14.331 $ | +3,8 % | 380.747 $ | -188.744 $ | -33,1 % |
| CPR Investments Inc. | 875.354 $ | +615.362 $ | +236,7 % | 259.992 $ | ||||||||
| SNOWWATER INVESTMENT PARTNERS, LLC | 873.928 $ | +248.777 $ | +39,8 % | 625.151 $ | +11.562 $ | +1,9 % | 613.589 $ | |||||
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 871.989 $ | +185.053 $ | +26,9 % | 686.936 $ | ||||||||
| Financial Architects, LLC | 790.490 $ | -81.018 $ | -9,3 % | 871.508 $ | +221.270 $ | +34,0 % | 650.238 $ | +184.890 $ | +39,7 % | 465.348 $ | -6.786 $ | -1,4 % |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 865.563 $ | +129.454 $ | +17,6 % | 736.109 $ | +12.478 $ | +1,7 % | 723.631 $ | +219.395 $ | +43,5 % | |||
| Networth Advisors, LLC | 861.419 $ | +101.235 $ | +13,3 % | 760.184 $ | +29.947 $ | +4,1 % | 730.237 $ | |||||
| DBK Financial Counsel, LLC | 843.334 $ | -17.456 $ | -2,0 % | 860.790 $ | +78.823 $ | +10,1 % | 781.967 $ | -68.164 $ | -8,0 % | 850.131 $ | +16.441 $ | +2,0 % |
| Valley Financial Group, Inc. | 859.928 $ | +62.077 $ | +7,8 % | 797.851 $ | +13.122 $ | +1,7 % | 784.729 $ | -40.917 $ | -5,0 % | |||
| Eagle Wealth Advisors LLC | 855.518 $ | +364.759 $ | +74,3 % | 490.759 $ | +93.777 $ | +23,6 % | 396.982 $ | +45.823 $ | +13,0 % | 351.159 $ | ||
| Goelzer Investment Management, Inc. | 557.570 $ | -296.759 $ | -34,7 % | 854.329 $ | +48.298 $ | +6,0 % | 806.031 $ | +538.024 $ | +200,7 % | 268.007 $ | ||
| Oakmont Advisory Group, LLC | 852.724 $ | +135.145 $ | +18,8 % | 717.579 $ | +199.436 $ | +38,5 % | 518.143 $ | |||||
| Godfrey Financial Associates, Inc. | 850.715 $ | +43.579 $ | +5,4 % | 807.136 $ | +176.766 $ | +28,0 % | 630.370 $ | |||||
| Plum Street Advisors, LLC | 850.353 $ | +232.159 $ | +37,6 % | 618.194 $ | +18.054 $ | +3,0 % | 600.140 $ | +15.364 $ | +2,6 % | |||
| Athena Wealth Management, LLC | 593.928 $ | -7.799 $ | -1,3 % | 601.727 $ | -80.501 $ | -11,8 % | 682.228 $ | -166.771 $ | -19,6 % | 848.999 $ | ||
| Activest Wealth Management | 539.992 $ | -213.470 $ | -28,3 % | 753.462 $ | -92.522 $ | -10,9 % | 845.984 $ | +200.422 $ | +31,0 % | 645.562 $ | +4.912 $ | +0,8 % |
| Valued Retirements, Inc. | 843.378 $ | +294.384 $ | +53,6 % | 548.994 $ | -3.555 $ | -0,6 % | 552.549 $ | +247.671 $ | +81,2 % | |||
| Ridge Creek Global, Inc | 609.722 $ | -198.621 $ | -24,6 % | 808.343 $ | -33.677 $ | -4,0 % | 842.020 $ | |||||
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 821.303 $ | -18.438 $ | -2,2 % | 839.741 $ | +165.281 $ | +24,5 % | 674.460 $ | |||||
| Vanguard Personalized Indexing Management, LLC | 838.009 $ | +143.787 $ | +20,7 % | 694.222 $ | +253.124 $ | +57,4 % | 441.098 $ | +423 $ | +0,1 % | |||
| Fiscal Wisdom Wealth Management, LLC | 590.184 $ | -245.044 $ | -29,3 % | 835.228 $ | +256.512 $ | +44,3 % | 578.716 $ | +100.110 $ | +20,9 % | 478.606 $ | +164.564 $ | +52,4 % |
| GERMAN AMERICAN BANCORP, INC. | 834.511 $ | +519.698 $ | +165,1 % | 314.813 $ | +672 $ | +0,2 % | 314.141 $ | +0 $ | +0,0 % | |||
| MorganRosel Wealth Management, LLC | 623.951 $ | +103.197 $ | +19,8 % | 520.754 $ | -312.102 $ | -37,5 % | 832.856 $ | -6.108 $ | -0,7 % | |||
| Strathmore Capital Advisors, Inc. | 451.667 $ | -379.746 $ | -45,7 % | 831.413 $ | +545.632 $ | +190,9 % | 285.781 $ | -576.935 $ | -66,9 % | |||
| Fidelis Wealth Advisors LLC | 799.747 $ | -30.008 $ | -3,6 % | 829.755 $ | ||||||||
| Financial Freedom, LLC | 829.589 $ | +167.289 $ | +25,3 % | 662.300 $ | +128.138 $ | +24,0 % | 534.162 $ | +43.756 $ | +8,9 % | |||
| Forum Financial Management, LP | 828.556 $ | -872 $ | -0,1 % | 829.428 $ | +63.813 $ | +8,3 % | 765.615 $ | -6.680 $ | -0,9 % | 772.295 $ | +89.221 $ | +13,1 % |
| Rossmore Private Capital | 829.100 $ | +122.979 $ | +17,4 % | 706.121 $ | +23.617 $ | +3,5 % | 682.504 $ | +137.623 $ | +25,3 % | |||
| American Money Management, LLC | 545.653 $ | -276.956 $ | -33,7 % | 822.609 $ | -5.015 $ | -0,6 % | 827.624 $ | +22.785 $ | +2,8 % | |||
| Lavaca Capital LLC | 824.659 $ | +312.748 $ | +61,1 % | 511.911 $ | +164.783 $ | +47,5 % | 347.128 $ | |||||
| Widmann Financial Services, Inc. | 824.378 $ | +100.318 $ | +13,9 % | 724.060 $ | -37.770 $ | -5,0 % | 761.830 $ | +10.823 $ | +1,4 % | |||
| NORTH DALLAS BANK & TRUST CO | 823.430 $ | +490.024 $ | +147,0 % | 333.406 $ | +57.132 $ | +20,7 % | 276.274 $ | |||||
| Argentarii, LLC | 812.881 $ | +103.175 $ | +14,5 % | 709.706 $ | -110.378 $ | -13,5 % | 820.084 $ | |||||
| PHILADELPHIA TRUST CO | 819.000 $ | +129.000 $ | +18,7 % | 690.000 $ | +25.000 $ | +3,8 % | 665.000 $ | +13.000 $ | +2,0 % | |||
| First Western Trust Bank | 809.754 $ | +194.001 $ | +31,5 % | 615.753 $ | -199.709 $ | -24,5 % | 815.462 $ | +577.227 $ | +242,3 % | |||
| OLD SECOND NATIONAL BANK OF AURORA | 813.876 $ | +271.572 $ | +50,1 % | 542.304 $ | +1.648 $ | +0,3 % | 540.656 $ | -23.433 $ | -4,2 % | |||
| Cushing Capital Partners, LLC | 812.256 $ | +4.100 $ | +0,5 % | 808.156 $ | +60.379 $ | +8,1 % | 747.777 $ | +6.486 $ | +0,9 % | 741.291 $ | -99.016 $ | -11,8 % |
| Keener Financial Planning LLC | 807.000 $ | +70.000 $ | +9,5 % | 737.000 $ | +9.000 $ | +1,2 % | 728.000 $ | -52.000 $ | -6,7 % | |||
| Victrix Investment Advisors | 806.031 $ | +26.548 $ | +3,4 % | 779.483 $ | ||||||||
| McCartney Wealth Management LLC | 805.548 $ | +5.885 $ | +0,7 % | 799.663 $ | +585.179 $ | +272,8 % | 214.484 $ | |||||
| MB Generational Wealth, LLC | 804.403 $ | +75.655 $ | +10,4 % | 728.748 $ | -13.800 $ | -1,9 % | 742.548 $ | -11.937 $ | -1,6 % | |||
| Resolute Wealth Strategies, LLC | 756.537 $ | -47.753 $ | -5,9 % | 804.290 $ | +7.053 $ | +0,9 % | 797.237 $ | -12.865 $ | -1,6 % | |||
| VOISARD ASSET MANAGEMENT GROUP, INC. | 804.232 $ | +14.913 $ | +1,9 % | 789.319 $ | +302.743 $ | +62,2 % | 486.576 $ | +17.111 $ | +3,6 % | 469.465 $ | -697.496 $ | -59,8 % |
| Wealth Architects, LLC | 803.861 $ | +126.604 $ | +18,7 % | 677.257 $ | +23.288 $ | +3,6 % | 653.969 $ | +6.451 $ | +1,0 % | |||
| BHK Investment Advisors, LLC | 802.872 $ | +283.215 $ | +54,5 % | 519.657 $ | +44.050 $ | +9,3 % | 475.607 $ | |||||
| jvl associates llc | 801.516 $ | |||||||||||
| Jefferson Bridge Capital, LLC | 799.406 $ | +54.535 $ | +7,3 % | 744.871 $ | +15.022 $ | +2,1 % | 729.849 $ | |||||
| Madson Wealth Advisors Inc | 265.043 $ | -316.149 $ | -54,4 % | 581.192 $ | -217.794 $ | -27,3 % | 798.986 $ | |||||
| Nicht ausgewiesen | 797.963 $ | +139.290 $ | +21,1 % | 658.673 $ | -17.505 $ | -2,6 % | 676.178 $ | |||||
| Guardian Partners Inc. | 3.806 $ | -15 $ | -0,4 % | 3.821 $ | -791.369 $ | -99,5 % | 795.190 $ | |||||
| True Link Financial Advisors, LLC | 794.963 $ | +150.422 $ | +23,3 % | 644.541 $ | -1.513 $ | -0,2 % | 646.054 $ | +35.280 $ | +5,8 % | |||
| Foundry Financial LLC | 793.643 $ | +283.388 $ | +55,5 % | 510.255 $ | ||||||||
| Processus Wealth & Capital Management, LLC | 790.279 $ | +40.743 $ | +5,4 % | 749.536 $ | +133.142 $ | +21,6 % | 616.394 $ | +40 $ | +0,0 % | 616.354 $ | +99.899 $ | +19,3 % |
| Socha Financial Group, LLC | 783.911 $ | +39.351 $ | +5,3 % | 744.560 $ | -43.556 $ | -5,5 % | 788.116 $ | -118.699 $ | -13,1 % | |||
| WEALTHCARE CAPITAL MANAGEMENT LLC | 365.353 $ | +1.771 $ | +0,5 % | 363.582 $ | -359.919 $ | -49,7 % | 723.501 $ | -64.366 $ | -8,2 % | 787.867 $ | -138.193 $ | -14,9 % |
| ICONIQ Capital, LLC | 787.808 $ | +48.504 $ | +6,6 % | 739.304 $ | +26.839 $ | +3,8 % | 712.465 $ | +353.399 $ | +98,4 % | |||
| Vistica Wealth Advisors, LLC | 787.477 $ | +121.574 $ | +18,3 % | 665.903 $ | +24.154 $ | +3,8 % | 641.749 $ | |||||
| BALDWIN WEALTH PARTNERS LLC/MA | 448.908 $ | +51.949 $ | +13,1 % | 396.959 $ | -186.830 $ | -32,0 % | 583.789 $ | -201.571 $ | -25,7 % | 785.360 $ | -171.567 $ | -17,9 % |
| Quantitative Investment Management, LLC | 784.000 $ | +290.000 $ | +58,7 % | 494.000 $ | ||||||||
| Ebert Capital Management Inc. | 783.594 $ | |||||||||||
| Legacy Wealth Management, LLC / MS | 783.565 $ | +40.266 $ | +5,4 % | 743.299 $ | -21.683 $ | -2,8 % | 764.982 $ | +5.071 $ | +0,7 % | |||
| Accretive Wealth Partners, LLC | 781.645 $ | +171.637 $ | +28,1 % | 610.008 $ | ||||||||
| Almanack Investment Partners, LLC. | 781.604 $ | |||||||||||
| HRC WEALTH MANAGEMENT, LLC | 746.327 $ | -34.872 $ | -4,5 % | 781.199 $ | +285.230 $ | +57,5 % | 495.969 $ | +292.273 $ | +143,5 % | 203.696 $ | ||
| Gross & Hartman Investments LLC | 595.132 $ | -162.971 $ | -21,5 % | 758.103 $ | -22.388 $ | -2,9 % | 780.491 $ | |||||
| LCNB CORP | 780.104 $ | +336.006 $ | +75,7 % | 444.098 $ | +16.108 $ | +3,8 % | 427.990 $ | +142.095 $ | +49,7 % | |||
| Black Cypress Capital Management, LLC | 779.369 $ | +101.227 $ | +14,9 % | 678.142 $ | +68.425 $ | +11,2 % | 609.717 $ | -24.992 $ | -3,9 % | |||
| Global Wealth Strategies & Associates | 654.196 $ | -37.380 $ | -5,4 % | 691.576 $ | -77.857 $ | -10,1 % | 769.433 $ | -9.480 $ | -1,2 % | 778.913 $ | -60.379 $ | -7,2 % |
| Emprise Bank | 741.478 $ | -35.893 $ | -4,6 % | 777.371 $ | +122.209 $ | +18,7 % | 655.162 $ | -16.635 $ | -2,5 % | 671.797 $ | -74.813 $ | -10,0 % |
| Segment Wealth Management, LLC | 776.048 $ | |||||||||||
| Gold Investment Management Ltd. | 774.753 $ | +17.561 $ | +2,3 % | 757.192 $ | +117.909 $ | +18,4 % | 639.283 $ | +25.473 $ | +4,1 % | 613.810 $ | -2.372 $ | -0,4 % |
| M3 Advisory Group, LLC | 770.624 $ | +45.133 $ | +6,2 % | 725.491 $ | +49.849 $ | +7,4 % | 675.642 $ | +31.421 $ | +4,9 % | |||
| Cairn Investment Group, Inc. | 769.000 $ | +29.000 $ | +3,9 % | 740.000 $ | +58.000 $ | +8,5 % | 682.000 $ | +84.000 $ | +14,0 % | |||
| Ranch Capital Advisors Inc. | 766.634 $ | +187.291 $ | +32,3 % | 579.343 $ | +26.752 $ | +4,8 % | 552.591 $ | +27.324 $ | +5,2 % | |||
| COMMUNITY TRUST & INVESTMENT CO | 723.703 $ | -42.567 $ | -5,6 % | 766.270 $ | +155.330 $ | +25,4 % | 610.940 $ | +22.160 $ | +3,8 % | 588.780 $ | +19.231 $ | +3,4 % |
| HANTZ FINANCIAL SERVICES, INC. | 765.000 $ | +146.000 $ | +23,6 % | 619.000 $ | +300.000 $ | +94,0 % | 319.000 $ | +24.000 $ | +8,1 % | |||
| Storgate, LLC | 763.039 $ | |||||||||||
| HOGE FINANCIAL SERVICES, LLC | 761.038 $ | +117.132 $ | +18,2 % | 643.906 $ | +17.709 $ | +2,8 % | 626.197 $ | +4.270 $ | +0,7 % | |||
| PRESILIUM PRIVATE WEALTH, LLC | 760.928 $ | +444.636 $ | +140,6 % | 316.292 $ | +51.872 $ | +19,6 % | 264.420 $ | +19.572 $ | +8,0 % | |||
| MITCHELL CAPITAL MANAGEMENT CO | 760.570 $ | +102.976 $ | +15,7 % | 657.594 $ | +15.533 $ | +2,4 % | 642.061 $ | +7.714 $ | +1,2 % | |||
| Northwest Capital Management Inc | 758.214 $ | -1.444.184 $ | -65,6 % | |||||||||
| EQUITABLE TRUST CO | 537.867 $ | -218.503 $ | -28,9 % | 756.370 $ | +338.496 $ | +81,0 % | 417.874 $ | -7.282 $ | -1,7 % | 425.156 $ | +13.525 $ | +3,3 % |
| Peterson Wealth Services | 755.202 $ | +742.438 $ | +5.816,7 % | 12.764 $ | +463 $ | +3,8 % | 12.301 $ | +238 $ | +2,0 % | |||
| Arlington Financial Advisors, LLC | 752.171 $ | +9.408 $ | +1,3 % | 742.763 $ | +93.160 $ | +14,3 % | 649.603 $ | +1.428 $ | +0,2 % | 648.175 $ | -68.104 $ | -9,5 % |
| MONOGRAPH WEALTH ADVISORS, LLC | 751.680 $ | +102.192 $ | +15,7 % | 649.488 $ | +20.335 $ | +3,2 % | 629.153 $ | +24.704 $ | +4,1 % | |||
| KDK Private Wealth Management, LLC | 749.578 $ | +95.137 $ | +14,5 % | 654.441 $ | +15.477 $ | +2,4 % | 638.964 $ | +8.216 $ | +1,3 % | |||
| ZWJ INVESTMENT COUNSEL INC | 745.443 $ | -3.306 $ | -0,4 % | 748.749 $ | +97.991 $ | +15,1 % | 650.758 $ | |||||
| Madison Asset Management, LLC | 748.045 $ | +118.202 $ | +18,8 % | 629.843 $ | +98.939 $ | +18,6 % | 530.904 $ | |||||
| O'Keefe Stevens Advisory, Inc. | 731.252 $ | -15.136 $ | -2,0 % | 746.388 $ | +114.034 $ | +18,0 % | 632.354 $ | |||||
| Index Fund Advisors, Inc. | 745.409 $ | +85.958 $ | +13,0 % | 659.451 $ | +23.315 $ | +3,7 % | 636.136 $ | -13.826 $ | -2,1 % | |||
| RAFFA WEALTH MANAGEMENT, LLC | 744.820 $ | +81.943 $ | +12,4 % | 662.877 $ | +35.905 $ | +5,7 % | 626.972 $ | +25.808 $ | +4,3 % | |||
| Aspen Grove Capital, LLC | 744.456 $ | +502.693 $ | +207,9 % | 241.763 $ | -3.188 $ | -1,3 % | 244.951 $ | |||||
| Wealth Advisory Solutions, LLC | 737.778 $ | -5.008 $ | -0,7 % | 742.786 $ | +146.054 $ | +24,5 % | 596.732 $ | +320.204 $ | +115,8 % | 276.528 $ | -78.075 $ | -22,0 % |
| AAF Wealth Management, LLC | 452.735 $ | -249.656 $ | -35,5 % | 702.391 $ | -40.107 $ | -5,4 % | 742.498 $ | |||||
| VISTA CAPITAL PARTNERS, INC. | 740.507 $ | +105.084 $ | +16,5 % | 635.423 $ | -21.384 $ | -3,3 % | 656.807 $ | +183.765 $ | +38,8 % | |||
| YANKCOM Partnership | 740.062 $ | +90.930 $ | +14,0 % | 649.132 $ | +623.845 $ | +2.467,1 % | 25.287 $ | -346.674 $ | -93,2 % | 371.961 $ | -473.469 $ | -56,0 % |
| VIEWPOINT INVESTMENT PARTNERS CORP | 739.558 $ | |||||||||||
| Connective Portfolio Management, LLC | 739.420 $ | |||||||||||
| Sincerus Advisory, LLC | 735.446 $ | +32.274 $ | +4,6 % | 703.172 $ | +29.858 $ | +4,4 % | 673.314 $ | +179.519 $ | +36,4 % | 493.795 $ | +2.486 $ | +0,5 % |
| URS Advisory LLC | 734.884 $ | +126.157 $ | +20,7 % | 608.727 $ | +128.780 $ | +26,8 % | 479.947 $ | |||||
| Moneda S.A. Administradora General de Fondos | 733.548 $ | +115.912 $ | +18,8 % | 617.636 $ | +22.403 $ | +3,8 % | 595.233 $ | |||||
| Collaborative Capital Advisors LLC | 729.158 $ | |||||||||||
| Sherry Group, Inc. | 729.136 $ | +302.214 $ | +70,8 % | 426.922 $ | ||||||||
| INSTRUMENTAL WEALTH, LLC | 573.472 $ | +15.283 $ | +2,7 % | 558.189 $ | -170.073 $ | -23,4 % | 728.262 $ | +3.062 $ | +0,4 % | 725.200 $ | -6.754.981 $ | -90,3 % |
| JUNCTURE WEALTH STRATEGIES, LLC | 657.774 $ | -70.253 $ | -9,6 % | 728.027 $ | ||||||||
| Journey Advisory Group, LLC | 281.532 $ | -101.756 $ | -26,5 % | 383.288 $ | -343.809 $ | -47,3 % | 727.097 $ | -5.570.869 $ | -88,5 % | |||
| McClarren Financial Advisors, Inc. | 694.480 $ | -30.826 $ | -4,3 % | 725.306 $ | +114.496 $ | +18,7 % | 610.810 $ | -28.772 $ | -4,5 % | 639.582 $ | -56.409 $ | -8,1 % |
| Taylor & Morgan Wealth Management, LLC | 600.772 $ | -42.520 $ | -6,6 % | 643.292 $ | -71.003 $ | -9,9 % | 714.295 $ | -10.763 $ | -1,5 % | 725.058 $ | -103.564 $ | -12,5 % |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 724.850 $ | +114.537 $ | +18,8 % | 610.313 $ | ||||||||
| Zullo Investment Group, Inc. | 719.896 $ | +138.583 $ | +23,8 % | 581.313 $ | +180.477 $ | +45,0 % | 400.836 $ | -5.029 $ | -1,2 % | 405.865 $ | +11.040 $ | +2,8 % |
| Citizens National Bank Trust Department | 719.857 $ | +110.840 $ | +18,2 % | 609.017 $ | +21.751 $ | +3,7 % | 587.266 $ | +10.884 $ | +1,9 % | |||
| Berkeley Capital Partners, LLC | 712.227 $ | +479.598 $ | +206,2 % | 232.629 $ | -15.080 $ | -6,1 % | 247.709 $ | -15.355 $ | -5,8 % | |||
| Mosaic Advisors LLC | 711.859 $ | |||||||||||
| AMERICAN NATIONAL BANK & TRUST | 656.015 $ | +3.093 $ | +0,5 % | 652.922 $ | +45.670 $ | +7,5 % | 607.252 $ | -104.119 $ | -14,6 % | 711.371 $ | -268.052 $ | -27,4 % |
| BURNEY CO/ | 711.223 $ | +50.011 $ | +7,6 % | 661.212 $ | +115.166 $ | +21,1 % | 546.046 $ | +333.950 $ | +157,5 % | 212.096 $ | +0 $ | +0,0 % |
| Prospect Financial Services LLC | 675.558 $ | +244.061 $ | +56,6 % | 431.497 $ | -279.350 $ | -39,3 % | 710.847 $ | -38.784 $ | -5,2 % | |||
| 1607 Capital Partners, LLC | 648.637 $ | -61.418 $ | -8,6 % | 710.055 $ | ||||||||
| MWA Asset Management | 698.399 $ | -9.975 $ | -1,4 % | 708.374 $ | +39.464 $ | +5,9 % | 668.910 $ | +25.820 $ | +4,0 % | |||
| Factor Wealth Management LTD | 606.399 $ | -73.245 $ | -10,8 % | 679.644 $ | -27.247 $ | -3,9 % | 706.891 $ | +261.595 $ | +58,7 % | 445.296 $ | +161.521 $ | +56,9 % |
| Wellment Financial | 435.964 $ | -1.256 $ | -0,3 % | 437.220 $ | -269.461 $ | -38,1 % | 706.681 $ | -29.282 $ | -4,0 % | |||
| MFA Wealth Services | 214.850 $ | +6.287 $ | +3,0 % | 208.563 $ | -85.105 $ | -29,0 % | 293.668 $ | -412.833 $ | -58,4 % | 706.501 $ | -18.557 $ | -2,6 % |
| WEST BANCORPORATION INC | 234.392 $ | -442.934 $ | -65,4 % | 677.326 $ | -26.726 $ | -3,8 % | 704.052 $ | -326.015 $ | -31,6 % | |||
| LifeSteps Financial, Inc. | 701.314 $ | +348.693 $ | +98,9 % | 352.621 $ | ||||||||
| Three Bearings Fiduciary Advisors, Inc. | 676.698 $ | +61.251 $ | +10,0 % | 615.447 $ | -84.691 $ | -12,1 % | 700.138 $ | |||||
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 700.109 $ | +127.726 $ | +22,3 % | 572.383 $ | +57.666 $ | +11,2 % | 514.717 $ | +6.284 $ | +1,2 % | |||
| Tassel Capital Management, Inc. | 657.502 $ | -42.597 $ | -6,1 % | 700.099 $ | +96.503 $ | +16,0 % | 603.596 $ | +22.521 $ | +3,9 % | 581.075 $ | -328.494 $ | -36,1 % |
| Sterling Manor Financial, LLC | 691.000 $ | -7.865 $ | -1,1 % | 698.865 $ | +122.573 $ | +21,3 % | 576.292 $ | +92.596 $ | +19,1 % | |||
| Columbia Asset Management | 205.574 $ | -492.820 $ | -70,6 % | 698.394 $ | +28.487 $ | +4,3 % | 669.907 $ | -16.933 $ | -2,5 % | 686.840 $ | +3.982 $ | +0,6 % |
| Forefront Analytics, LLC | 698.000 $ | -28.000 $ | -3,9 % | |||||||||
| GW&K Investment Management, LLC | 696.000 $ | +382.000 $ | +121,7 % | 314.000 $ | +49.000 $ | +18,5 % | 265.000 $ | +12.000 $ | +4,7 % | |||
| Gimbal Financial | 687.373 $ | -7.604 $ | -1,1 % | 694.977 $ | +59.485 $ | +9,4 % | ||||||
| Jones Kertz & Associates, Inc. | 694.056 $ | +93.048 $ | +15,5 % | 601.008 $ | +25.912 $ | +4,5 % | 575.096 $ | |||||
| 3Chopt Investment Partners, LLC | 693.703 $ | +33.371 $ | +5,1 % | 660.332 $ | +27.057 $ | +4,3 % | 633.275 $ | -67.798 $ | -9,7 % | |||
| SHELTON CAPITAL MANAGEMENT | 692.897 $ | |||||||||||
| ACCESS FINANCIAL SERVICES, INC. | 691.429 $ | +71.149 $ | +11,5 % | 620.280 $ | -40.433 $ | -6,1 % | 660.713 $ | +5.336 $ | +0,8 % | |||
| SYKON CAPITAL LLC | 408.785 $ | -281.355 $ | -40,8 % | 690.140 $ | +268.200 $ | +63,6 % | ||||||
| ALBION FINANCIAL GROUP /UT | 558.982 $ | -22.011 $ | -3,8 % | 580.993 $ | -76.054 $ | -11,6 % | 657.047 $ | -32.067 $ | -4,7 % | 689.114 $ | -102.742 $ | -13,0 % |
| RBA Wealth Management, LLC | 688.154 $ | +188.446 $ | +37,7 % | 499.708 $ | ||||||||
| Stanich Group LLC | 687.259 $ | +14.902 $ | +2,2 % | 672.357 $ | +111.770 $ | +19,9 % | 560.587 $ | -37.853 $ | -6,3 % | 598.440 $ | +8.375 $ | +1,4 % |
| IF Advisors, LLC | 685.832 $ | +108.372 $ | +18,8 % | 577.460 $ | +375.195 $ | +185,5 % | 202.265 $ | |||||
| OSTERWEIS CAPITAL MANAGEMENT INC | 525.107 $ | -160.443 $ | -23,4 % | 685.550 $ | +37.934 $ | +5,9 % | 647.616 $ | -21.240 $ | -3,2 % | |||
| Regatta Research & Money Management | 685.143 $ | |||||||||||
| C M BIDWELL & ASSOCIATES LTD | 682.105 $ | +357.419 $ | +110,1 % | 324.686 $ | +11.777 $ | +3,8 % | 312.909 $ | +14.951 $ | +5,0 % | |||
| Nicholas Hoffman & Company, LLC. | 681.242 $ | +109.067 $ | +19,1 % | 572.175 $ | +33.122 $ | +6,1 % | 539.053 $ | +18.467 $ | +3,5 % | |||
| Breakwater Capital Group | 668.402 $ | -7.904 $ | -1,2 % | 676.306 $ | +100.171 $ | +17,4 % | 576.135 $ | +6.714 $ | +1,2 % | 569.421 $ | -2.171 $ | -0,4 % |
| Axiom Investment Management LLC | 673.771 $ | +3.135 $ | +0,5 % | 670.636 $ | ||||||||
| TOWER TRUST & INVESTMENT Co | 671.455 $ | +251.094 $ | +59,7 % | 420.361 $ | +22.764 $ | +5,7 % | 397.597 $ | +34.577 $ | +9,5 % | |||
| J. L. Bainbridge & Co., Inc. | 658.527 $ | -12.889 $ | -1,9 % | 671.416 $ | +339.781 $ | +102,5 % | 331.635 $ | +48.240 $ | +17,0 % | 283.395 $ | +693 $ | +0,2 % |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 671.004 $ | +392.004 $ | +140,5 % | 279.000 $ | ||||||||
| DGS Capital Management, LLC | 670.995 $ | +299.134 $ | +80,4 % | 371.861 $ | -12.255 $ | -3,2 % | ||||||
| HBE Wealth Management, LLC | 670.189 $ | +283.989 $ | +73,5 % | 386.200 $ | -27.192 $ | -6,6 % | 413.392 $ | |||||
| Journey Beyond Wealth, LLC | 445.060 $ | +176.699 $ | +65,8 % | 268.361 $ | -401.223 $ | -59,9 % | 669.584 $ | +104.038 $ | +18,4 % | |||
| Stonekeep Investments, LLC | 654.872 $ | -14.128 $ | -2,1 % | 669.000 $ | +104.676 $ | +18,5 % | 564.324 $ | +16.324 $ | +3,0 % | 548.000 $ | +5.683 $ | +1,0 % |
| Sowa Financial Group, Inc. | 668.000 $ | +14.000 $ | +2,1 % | 654.000 $ | -5.000 $ | -0,8 % | 659.000 $ | +6.000 $ | +0,9 % | |||
| Atlas Brown,Inc. | 408.417 $ | -258.384 $ | -38,7 % | 666.801 $ | +40.408 $ | +6,5 % | 626.393 $ | +48.384 $ | +8,4 % | 578.009 $ | +70.216 $ | +13,8 % |
| Chicago Capital, LLC | 623.958 $ | -41.661 $ | -6,3 % | 665.619 $ | +162.582 $ | +32,3 % | 503.037 $ | -3.331 $ | -0,7 % | 506.368 $ | +9.793 $ | +2,0 % |
| Powerhouse Assets LLC | 651.647 $ | -13.489 $ | -2,0 % | 665.136 $ | +105.102 $ | +18,8 % | 560.034 $ | +20.313 $ | +3,8 % | 539.721 $ | ||
| USA FINANCIAL FORMULAS | 664.460 $ | |||||||||||
| MELFA WEALTH MANAGEMENT, INC. | 664.411 $ | +112.412 $ | +20,4 % | 551.999 $ | +50.271 $ | +10,0 % | 501.728 $ | +3.554 $ | +0,7 % | |||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 659.089 $ | +46.147 $ | +7,5 % | 612.942 $ | +237.734 $ | +63,4 % | 375.208 $ | +917 $ | +0,2 % | |||
| Disciplined Investors, L.L.C. | 658.770 $ | |||||||||||
| Immaculate Wealth Management LLC | 658.117 $ | +79.764 $ | +13,8 % | 578.353 $ | ||||||||
| ALPHA CAPITAL ADVISORS INC /ADV | 536.583 $ | -77.496 $ | -12,6 % | 614.079 $ | -42.028 $ | -6,4 % | 656.107 $ | |||||
| GUYASUTA INVESTMENT ADVISORS INC | 642.303 $ | -7.955 $ | -1,2 % | 650.258 $ | +73.360 $ | +12,7 % | 576.898 $ | +79.865 $ | +16,1 % | 497.033 $ | +6.992 $ | +1,4 % |
| Caldwell Trust Co | 430.562 $ | -219.656 $ | -33,8 % | 650.218 $ | +37.528 $ | +6,1 % | 612.690 $ | +151.947 $ | +33,0 % | |||
| Kaizen Financial Strategies | 217.569 $ | -262.740 $ | -54,7 % | 480.309 $ | -168.548 $ | -26,0 % | 648.857 $ | +56.447 $ | +9,5 % | 592.410 $ | +199.285 $ | +50,7 % |
| Oxler Private Wealth LLC | 582.478 $ | +15.552 $ | +2,7 % | 566.926 $ | -81.091 $ | -12,5 % | 648.017 $ | +21.379 $ | +3,4 % | 626.638 $ | +17.305 $ | +2,8 % |
| LFG Wealth Partners, LLC | 646.810 $ | +250.891 $ | +63,4 % | 395.919 $ | ||||||||
| Rothschild Capital Partners, LLC | 642.837 $ | +217.992 $ | +51,3 % | 424.845 $ | +74.836 $ | +21,4 % | 350.009 $ | +61.452 $ | +21,3 % | |||
| WealthTrust Axiom LLC | 642.753 $ | +99.977 $ | +18,4 % | 542.776 $ | +302.934 $ | +126,3 % | 239.842 $ | |||||
| FARMERS & MERCHANTS INVESTMENTS INC | 642.473 $ | +19.120 $ | +3,1 % | 623.353 $ | +67.315 $ | +12,1 % | 556.038 $ | -16.869 $ | -2,9 % | |||
| Keudell/Morrison Wealth Management | 354.150 $ | -40.249 $ | -10,2 % | 394.399 $ | -108.065 $ | -21,5 % | 502.464 $ | -139.911 $ | -21,8 % | 642.375 $ | ||
| Greystone Financial Group, LLC | 469.075 $ | +35.720 $ | +8,2 % | 433.355 $ | -207.521 $ | -32,4 % | 640.876 $ | +11.094 $ | +1,8 % | |||
| Gladwyn Financial Advisors, Inc. | 626.615 $ | -12.971 $ | -2,0 % | 639.586 $ | +101.064 $ | +18,8 % | 538.522 $ | +19.534 $ | +3,8 % | 518.988 $ | +10.037 $ | +2,0 % |
| Gilman Hill Asset Management, LLC | 634.060 $ | -245 $ | -0,0 % | 634.305 $ | +59.657 $ | +10,4 % | 574.648 $ | +1.225 $ | +0,2 % | 573.423 $ | +0 $ | +0,0 % |
| FWL INVESTMENT MANAGEMENT, LLC | 581.093 $ | -52.838 $ | -8,3 % | 633.931 $ | +13.192 $ | +2,1 % | 620.739 $ | +136.032 $ | +28,1 % | |||
| ELEVATION WEALTH PARTNERS, LLC | 633.447 $ | +194.673 $ | +44,4 % | 438.774 $ | -47.447 $ | -9,8 % | 486.221 $ | +64.225 $ | +15,2 % | 421.996 $ | +3.375 $ | +0,8 % |
| INTREPID FAMILY OFFICE LLC | 632.375 $ | |||||||||||
| TOWNSQUARE CAPITAL LLC | 630.862 $ | -3.966.399 $ | -86,3 % | |||||||||
| MARYLAND CAPITAL ADVISORS INC. | 507.255 $ | +3.534 $ | +0,7 % | 503.721 $ | -123.855 $ | -19,7 % | 627.576 $ | -11.745 $ | -1,8 % | |||
| Brick & Kyle, Associates | 627.000 $ | -114.000 $ | -15,4 % | |||||||||
| MidAtlantic Capital Management, Inc. | 201.581 $ | -425.019 $ | -67,8 % | 626.600 $ | ||||||||
| WESPAC Advisors, LLC | 555.306 $ | +18.281 $ | +3,4 % | 537.025 $ | -89.149 $ | -14,2 % | 626.174 $ | -435.739 $ | -41,0 % | |||
| Clear Trail Advisors, LLC | 559.337 $ | -65.421 $ | -10,5 % | 624.758 $ | +266.639 $ | +74,5 % | 358.119 $ | -120.874 $ | -25,2 % | 478.993 $ | ||
| Basepoint Wealth LLC | 621.304 $ | +54.869 $ | +9,7 % | 566.435 $ | +36.886 $ | +7,0 % | 529.549 $ | +324.879 $ | +158,7 % | |||
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 618.358 $ | |||||||||||
| ALEXANDER LABRUNERIE & CO., INC. | 618.202 $ | +259.928 $ | +72,6 % | 358.274 $ | -6.631 $ | -1,8 % | 364.905 $ | +145.241 $ | +66,1 % | |||
| Marmo Financial Group, LLC | 594.415 $ | -22.156 $ | -3,6 % | 616.571 $ | ||||||||
| Reflection Asset Management | 613.228 $ | +35.348 $ | +6,1 % | 577.880 $ | +56.407 $ | +10,8 % | 521.473 $ | |||||
| Foundation Wealth Management, LLC\PA | 558.031 $ | -54.792 $ | -8,9 % | 612.823 $ | +58.168 $ | +10,5 % | 554.655 $ | +1.183 $ | +0,2 % | 553.472 $ | -16.019 $ | -2,8 % |
| Whelan Financial | 611.681 $ | +62.319 $ | +11,3 % | 549.362 $ | -207 $ | -0,0 % | 549.569 $ | +304.821 $ | +124,5 % | |||
| Revolve Wealth Partners, LLC | 610.735 $ | +96.505 $ | +18,8 % | 514.230 $ | +18.115 $ | +3,7 % | 496.115 $ | -48.679 $ | -8,9 % | |||
| LS Investment Advisors, LLC | 597.746 $ | -12.373 $ | -2,0 % | 610.119 $ | +96.547 $ | +18,8 % | 513.572 $ | +18.629 $ | +3,8 % | 494.943 $ | +9.860 $ | +2,0 % |
| WP Advisors, LLC | 609.907 $ | |||||||||||
| Kintra Investments, LLC | 608.061 $ | -46.156.982 $ | -98,7 % | |||||||||
| AGH Wealth Advisors, LLC | 606.840 $ | -480 $ | -0,1 % | 607.320 $ | +240 $ | +0,0 % | 607.080 $ | -1.680 $ | -0,3 % | |||
| Capital Advisor Network LLC | 366.773 $ | -240.500 $ | -39,6 % | 607.273 $ | ||||||||
| Ally Invest Advisors Inc. | 585.169 $ | +46.499 $ | +8,6 % | 538.670 $ | -64.988 $ | -10,8 % | 603.658 $ | +4.119 $ | +0,7 % | |||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 601.821 $ | +129.526 $ | +27,4 % | 472.295 $ | -96.410 $ | -17,0 % | 568.705 $ | +228.317 $ | +67,1 % | |||
| Richardson Capital Management LLC | 600.471 $ | +36.669 $ | +6,5 % | 563.802 $ | +208.206 $ | +58,6 % | 355.596 $ | +4.321 $ | +1,2 % | |||
| One Degree Advisors Inc | 374.000 $ | -10.000 $ | -2,6 % | 384.000 $ | -216.000 $ | -36,0 % | 600.000 $ | -7.000 $ | -1,2 % | |||
| J.E. Simmons & Co., P.C. | 599.372 $ | +104.007 $ | +21,0 % | 495.365 $ | -61.485 $ | -11,0 % | 556.850 $ | |||||
| Janney Capital Management LLC | 599.000 $ | +249.000 $ | +71,1 % | |||||||||
| Simmons Bank | 598.932 $ | |||||||||||
| Wealth Advisors Northwest LLC | 586.671 $ | -11.419 $ | -1,9 % | 598.090 $ | +259.381 $ | +76,6 % | 338.709 $ | -6.969 $ | -2,0 % | |||
| Integris Wealth Management, LLC | 578.929 $ | -19.140 $ | -3,2 % | 598.069 $ | +331.819 $ | +124,6 % | 266.250 $ | -7.050 $ | -2,6 % | 273.300 $ | -300 $ | -0,1 % |
| LWM ADVISORS INC | 596.872 $ | +1.729 $ | +0,3 % | 595.143 $ | +218.212 $ | +57,9 % | 376.931 $ | |||||
| CENTRAL VALLEY ADVISORS, LLC | 596.810 $ | +111.142 $ | +22,9 % | 485.668 $ | +218.560 $ | +81,8 % | 267.108 $ | -811.870 $ | -75,2 % | |||
| Three Bridge Wealth Advisors, LLC | 596.448 $ | +85.041 $ | +16,6 % | 511.407 $ | +208.245 $ | +68,7 % | 303.162 $ | -1.982 $ | -0,6 % | |||
| Clarity Capital Advisors, LLC | 438.019 $ | -157.224 $ | -26,4 % | 595.243 $ | -1.061 $ | -0,2 % | 596.304 $ | +210.770 $ | +54,7 % | |||
| Ridgeline Wealth, LLC | 368.521 $ | -226.941 $ | -38,1 % | 595.462 $ | ||||||||
| Nicholson Wealth Management Group, LLC | 594.928 $ | +34.076 $ | +6,1 % | 560.852 $ | -19.581 $ | -3,4 % | 580.433 $ | +167.863 $ | +40,7 % | |||
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 593.040 $ | |||||||||||
| ACCREDITED INVESTOR SERVICES, LLC | 592.140 $ | +73.200 $ | +14,1 % | 518.940 $ | +13.513 $ | +2,7 % | 505.427 $ | +8.852 $ | +1,8 % | |||
| Austin Wealth Management, LLC | 591.559 $ | |||||||||||
| Hill Investment Group Partners, LLC | 591.328 $ | +39.948 $ | +7,2 % | 551.380 $ | +1.175 $ | +0,2 % | 550.205 $ | -11.609 $ | -2,1 % | |||
| Wilshire Advisors LLC | 558.259 $ | +28.229 $ | +5,3 % | 530.030 $ | -58.750 $ | -10,0 % | 588.780 $ | -21.969 $ | -3,6 % | |||
| United Bank | 588.296 $ | +96.937 $ | +19,7 % | 491.359 $ | ||||||||
| Live Oak Private Wealth LLC | 588.183 $ | +60.315 $ | +11,4 % | 527.868 $ | +8.257 $ | +1,6 % | 519.611 $ | +4.710 $ | +0,9 % | |||
| WoodTrust Financial Corp | 588.000 $ | +93.000 $ | +18,8 % | 495.000 $ | +213.000 $ | +75,5 % | 282.000 $ | -192.000 $ | -40,5 % | 474.000 $ | +14.000 $ | +3,0 % |
| Ulrich Consultants & Investment Group, LLC | 587.175 $ | |||||||||||
| BEACON INVESTMENT ADVISORS LLC | 586.251 $ | +217.145 $ | +58,8 % | 369.106 $ | +7.486 $ | +2,1 % | 361.620 $ | -1.217 $ | -0,3 % | |||
| NDVR, Inc. | 586.091 $ | +14.565 $ | +2,5 % | |||||||||
| Dash Acquisitions Inc. | 585.056 $ | +45.097 $ | +8,4 % | 539.959 $ | +3.052 $ | +0,6 % | 536.907 $ | +16.344 $ | +3,1 % | |||
| Courage Miller Partners, LLC | 573.152 $ | -11.781 $ | -2,0 % | 584.933 $ | +90.057 $ | +18,2 % | 494.876 $ | +17.345 $ | +3,6 % | 477.531 $ | -48.511 $ | -9,2 % |
| Balance Wealth Partners LLC | 584.436 $ | +66.589 $ | +12,9 % | 517.847 $ | -20.241 $ | -3,8 % | 538.088 $ | +32.888 $ | +6,5 % | |||
| Gambit Capital Management, LLC | 582.007 $ | +71.157 $ | +13,9 % | 510.850 $ | +126.119 $ | +32,8 % | 384.731 $ | |||||
| DF DENT & CO INC | 581.285 $ | -307.901 $ | -34,6 % | |||||||||
| Alpha Financial Partners LLC | 580.509 $ | +335.829 $ | +137,3 % | 244.680 $ | +33.972 $ | +16,1 % | ||||||
| Spruce Point Capital Management, LLC | 579.238 $ | +97.677 $ | +20,3 % | 481.561 $ | +54.164 $ | +12,7 % | 427.397 $ | |||||
| Monument Capital Management | 562.436 $ | -16.203 $ | -2,8 % | 578.639 $ | -207.799 $ | -26,4 % | ||||||
| Steelhead Wealth Management LLC | 474.000 $ | -99.000 $ | -17,3 % | 573.000 $ | ||||||||
| Next Level Wealth Planning, LLC | 437.560 $ | +789 $ | +0,2 % | 436.771 $ | -136.070 $ | -23,8 % | 572.841 $ | +17.831 $ | +3,2 % | |||
| Bullseye Investment Management, LLC | 572.546 $ | +349.655 $ | +156,9 % | 222.891 $ | -15.221 $ | -6,4 % | 238.112 $ | -594.427 $ | -71,4 % | |||
| Seelaus Asset Management LLC | 523.775 $ | -28.337 $ | -5,1 % | 552.112 $ | -17.518 $ | -3,1 % | 569.630 $ | +38.619 $ | +7,3 % | 531.011 $ | -39.544 $ | -6,9 % |
| Azimuth Capital Investment Management LLC | 569.626 $ | +40.337 $ | +7,6 % | 529.289 $ | -4.284 $ | -0,8 % | ||||||
| Prossimo Advisors, LLC | 568.811 $ | -450 $ | -0,1 % | 569.261 $ | +225 $ | +0,0 % | 569.036 $ | -1.575 $ | -0,3 % | |||
| Corundum Trust Company, INC | 544.092 $ | -24.132 $ | -4,2 % | 568.224 $ | -236.069 $ | -29,4 % | ||||||
| Berkeley, Inc | 567.859 $ | |||||||||||
| BCI SECURITIES, INC. | 394.823 $ | +53.740 $ | +15,8 % | 341.083 $ | -225.918 $ | -39,8 % | 567.001 $ | |||||
| CLEAR INVESTMENT RESEARCH, LLC | 566.721 $ | +6.087 $ | +1,1 % | 560.634 $ | +9.754 $ | +1,8 % | 550.880 $ | -44.621 $ | -7,5 % | |||
| CARRET ASSET MANAGEMENT, LLC | 554.156 $ | -11.398 $ | -2,0 % | 565.554 $ | +169.554 $ | +42,8 % | 396.000 $ | |||||
| North Capital, Inc. | 565.502 $ | +121.705 $ | +27,4 % | 443.797 $ | +85.641 $ | +23,9 % | 358.156 $ | +13.683 $ | +4,0 % | 344.473 $ | -178.090 $ | -34,1 % |
| Provident Living Financial Services, Inc. | 563.885 $ | +32.596 $ | +6,1 % | 531.289 $ | +32.921 $ | +6,6 % | 498.368 $ | |||||
| VISIONARY HORIZONS, LLC | 428.727 $ | -133.363 $ | -23,7 % | 562.090 $ | +298.420 $ | +113,2 % | 263.670 $ | |||||
| Alpha Cubed Investments, LLC | 561.892 $ | |||||||||||
| ALERUS FINANCIAL NA | 425.661 $ | -135.734 $ | -24,2 % | 561.395 $ | +484.807 $ | +633,0 % | 76.588 $ | -1.784.797 $ | -95,9 % | |||
| FULCRUM WEALTH ADVISORS, LLC | 558.079 $ | +91.290 $ | +19,6 % | 466.789 $ | +134.280 $ | +40,4 % | 332.509 $ | |||||
| Vickerman Investment Advisors, Inc. | 557.923 $ | +18.088 $ | +3,4 % | 539.835 $ | +109.281 $ | +25,4 % | 430.554 $ | |||||
| truNorth Financial Services, Inc. | 556.260 $ | +244.737 $ | +78,6 % | 311.523 $ | +75.558 $ | +32,0 % | 235.965 $ | |||||
| Arlington Trust Co LLC | 554.843 $ | +6.897 $ | +1,3 % | 547.946 $ | +383.035 $ | +232,3 % | 164.911 $ | +5.278 $ | +3,3 % | 159.633 $ | -96.795 $ | -37,7 % |
| Community Bank & Trust, Waco, Texas | 552.000 $ | +66.000 $ | +13,6 % | 486.000 $ | +38.000 $ | +8,5 % | 448.000 $ | +30.000 $ | +7,2 % | 418.000 $ | ||
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 551.053 $ | +57.513 $ | +11,7 % | 493.540 $ | -1.863 $ | -0,4 % | 495.403 $ | +13.700 $ | +2,8 % | |||
| Magnolia Private Wealth, LLC | 548.751 $ | |||||||||||
| Seven Post Investment Office LP | 547.241 $ | +36.392 $ | +7,1 % | 510.849 $ | +17.521 $ | +3,6 % | 493.328 $ | -13.795 $ | -2,7 % | |||
| Joseph Group Capital Management | 545.337 $ | +164.278 $ | +43,1 % | 381.059 $ | -119.373 $ | -23,9 % | 500.432 $ | +5.894 $ | +1,2 % | |||
| Accredited Investors Inc. | 544.468 $ | +4.818 $ | +0,9 % | 539.650 $ | +9.150 $ | +1,7 % | 530.500 $ | +90.967 $ | +20,7 % | |||
| PINNEY & SCOFIELD, INC. | 541.037 $ | +73.881 $ | +15,8 % | 467.156 $ | +44.073 $ | +10,4 % | 423.083 $ | +9.171 $ | +2,2 % | |||
| Sellwood Investment Partners LLC | 480.571 $ | -41.876 $ | -8,0 % | 522.447 $ | -16.431 $ | -3,0 % | 538.878 $ | +106.871 $ | +24,7 % | |||
| Relyea Zuckerberg Hanson LLC | 212.663 $ | -11.753 $ | -5,2 % | 224.416 $ | -51.044 $ | -18,5 % | 275.460 $ | -258.641 $ | -48,4 % | 534.101 $ | -57.172 $ | -9,7 % |
| AWM CAPITAL, LLC | 519.029 $ | -14.721 $ | -2,8 % | 533.750 $ | +84.052 $ | +18,7 % | 449.698 $ | +13.371 $ | +3,1 % | 436.327 $ | +477 $ | +0,1 % |
| Caitlin John, LLC | 533.169 $ | +51.333 $ | +10,7 % | 481.836 $ | -33.964 $ | -6,6 % | 515.800 $ | -242.550 $ | -32,0 % | |||
| Mittelman Wealth Management | 483.457 $ | -49.257 $ | -9,2 % | 532.714 $ | +54.168 $ | +11,3 % | 478.546 $ | -1.086.467 $ | -69,4 % | |||
| VESTIA PERSONAL WEALTH ADVISORS | 530.587 $ | +228.952 $ | +75,9 % | 301.635 $ | +16.582 $ | +5,8 % | 285.053 $ | -10.903 $ | -3,7 % | 295.956 $ | -26.938 $ | -8,3 % |
| Downshift Financial, LLC | 528.566 $ | -1.100 $ | -0,2 % | 529.666 $ | +162.016 $ | +44,1 % | 367.650 $ | +24.326 $ | +7,1 % | 343.324 $ | ||
| D L CARLSON INVESTMENT GROUP INC | 512.375 $ | -16.753 $ | -3,2 % | 529.128 $ | +10.176 $ | +2,0 % | 518.952 $ | -61.938 $ | -10,7 % | |||
| Jacksonville Wealth Management, LLC | 525.736 $ | -2.946 $ | -0,6 % | 528.682 $ | +24.939 $ | +5,0 % | 503.743 $ | +22.605 $ | +4,7 % | |||
| STEPH & CO | 527.395 $ | +12.679 $ | +2,5 % | 514.716 $ | +60.196 $ | +13,2 % | 454.520 $ | -23.710 $ | -5,0 % | 478.230 $ | +6.794 $ | +1,4 % |
| PRIVATE MANAGEMENT GROUP INC | 524.294 $ | +83.683 $ | +19,0 % | 440.611 $ | +15.982 $ | +3,8 % | 424.629 $ | +8.212 $ | +2,0 % | |||
| Highland Investment Advisors LLC | 522.377 $ | |||||||||||
| Piscataqua Savings Bank | 461.820 $ | -12.100 $ | -2,6 % | 473.920 $ | -48.248 $ | -9,2 % | 522.168 $ | +32.363 $ | +6,6 % | 489.805 $ | +310.055 $ | +172,5 % |
| Tilson Financial Group, Inc. | 520.194 $ | +286.571 $ | +122,7 % | 233.623 $ | -18.915 $ | -7,5 % | 252.538 $ | +4.113 $ | +1,7 % | |||
| HAMEL ASSOCIATES, INC. | 520.075 $ | +202.112 $ | +63,6 % | 317.963 $ | +58.399 $ | +22,5 % | 259.564 $ | +53.757 $ | +26,1 % | |||
| Planning Project LLC | 519.670 $ | |||||||||||
| Bedminster, LLC | 516.492 $ | |||||||||||
| ARBOR CAPITAL MANAGEMENT INC /ADV | 434.292 $ | -80.946 $ | -15,7 % | 515.238 $ | +37.412 $ | +7,8 % | 477.826 $ | +21.898 $ | +4,8 % | |||
| Vermillion & White Wealth Management Group, LLC | 513.846 $ | +68.462 $ | +15,4 % | 445.384 $ | -575.060 $ | -56,4 % | ||||||
| Kennebec Savings Bank | 510.212 $ | +76.297 $ | +17,6 % | 433.915 $ | +3.035 $ | +0,7 % | 430.880 $ | +8.926 $ | +2,1 % | |||
| REBALANCE, LLC | 510.010 $ | +13.096 $ | +2,6 % | 496.914 $ | ||||||||
| McIlrath & Eck, LLC | 509.462 $ | +255.372 $ | +100,5 % | |||||||||
| MINDSET WEALTH MANAGEMENT, LLC | 508.661 $ | +229.060 $ | +81,9 % | 279.601 $ | ||||||||
| Arlington Capital Management, Inc. | 505.773 $ | |||||||||||
| American Trust Investment Advisors, LLC | 504.557 $ | +75.644 $ | +17,6 % | 428.913 $ | -21.028 $ | -4,7 % | 449.941 $ | -5.018 $ | -1,1 % | |||
| Welch Group, LLC | 503.403 $ | +31.040 $ | +6,6 % | 472.363 $ | -12.144 $ | -2,5 % | 484.507 $ | +3.596 $ | +0,7 % | |||
| Alhambra Investment Management LLC | 419.502 $ | -53.919 $ | -11,4 % | 473.421 $ | -25.680 $ | -5,1 % | 499.101 $ | +198 $ | +0,0 % | 498.903 $ | -21.673 $ | -4,2 % |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 388.398 $ | -109.519 $ | -22,0 % | 497.917 $ | +122.731 $ | +32,7 % | 375.186 $ | +12.522 $ | +3,5 % | 362.664 $ | +11.563 $ | +3,3 % |
| DECISION INVESTMENTS, INC | 482.820 $ | +9.581 $ | +2,0 % | 473.239 $ | -24.653 $ | -5,0 % | 497.892 $ | +244.538 $ | +96,5 % | 253.354 $ | ||
| Intellectus Partners, LLC | 496.124 $ | +40.047 $ | +8,8 % | 456.077 $ | +196.843 $ | +75,9 % | 259.234 $ | |||||
| Stillwater Private Wealth, LLC | 496.000 $ | +182.000 $ | +58,0 % | 314.000 $ | ||||||||
| Rockwood Wealth Management, LLC | 494.728 $ | |||||||||||
| Private Capital Management, LLC | 494.272 $ | +41.066 $ | +9,1 % | 453.206 $ | +25.513 $ | +6,0 % | 427.693 $ | +11.955 $ | +2,9 % | |||
| Zurcher Kantonalbank (Zurich Cantonalbank) | 492.304 $ | |||||||||||
| THOMPSON SIEGEL & WALMSLEY LLC | 491.000 $ | +67.000 $ | +15,8 % | 424.000 $ | ||||||||
| ALLIUM FINANCIAL ADVISORS, LLC | 490.661 $ | +165.835 $ | +51,1 % | 324.826 $ | ||||||||
| HOHIMER WEALTH MANAGEMENT, LLC | 312.831 $ | -176.134 $ | -36,0 % | 488.965 $ | +187.264 $ | +62,1 % | 301.701 $ | -45.317 $ | -13,1 % | |||
| Centerpoint Advisors, LLC | 488.000 $ | +151.000 $ | +44,8 % | 337.000 $ | -11.000 $ | -3,2 % | 348.000 $ | +7.000 $ | +2,1 % | |||
| STABLEFORD CAPITAL II LLC | 319.841 $ | -167.747 $ | -34,4 % | 487.588 $ | +216.013 $ | +79,5 % | 271.575 $ | -7.191 $ | -2,6 % | 278.766 $ | -306 $ | -0,1 % |
| USA FINANCIAL FORMULAS | 347.284 $ | -4.256 $ | -1,2 % | 351.540 $ | -134.595 $ | -27,7 % | 486.135 $ | |||||
| Spectrum Advisors, Inc. | 485.665 $ | +77.449 $ | +19,0 % | 408.216 $ | ||||||||
| RIVERCHASE WEALTH MANAGEMENT, LLC | 265.569 $ | -216.782 $ | -44,9 % | 482.351 $ | -2.687 $ | -0,6 % | 485.038 $ | +3.184 $ | +0,7 % | |||
| DELTA CAPITAL MANAGEMENT LLC | 457.000 $ | -25.000 $ | -5,2 % | 482.000 $ | +28.000 $ | +6,2 % | 454.000 $ | -24.000 $ | -5,0 % | 478.000 $ | -16.000 $ | -3,2 % |
| FAYEZ SAROFIM & CO | 481.466 $ | +76.079 $ | +18,8 % | 405.387 $ | +14.704 $ | +3,8 % | 390.683 $ | +7.556 $ | +2,0 % | |||
| WULFF, HANSEN & CO. | 480.803 $ | +75.974 $ | +18,8 % | 404.829 $ | +14.684 $ | +3,8 % | 390.145 $ | |||||
| FINANCIAL LIFE ADVISORS | 470.647 $ | -9.742 $ | -2,0 % | 480.389 $ | +40.476 $ | +9,2 % | 439.913 $ | +158.530 $ | +56,3 % | 281.383 $ | +5.442 $ | +2,0 % |
| Privatperson | 479.000 $ | +9.000 $ | +1,9 % | 470.000 $ | +4.000 $ | +0,9 % | 466.000 $ | -1.086.000 $ | -70,0 % | |||
| apricus wealth, LLC | 478.401 $ | +110.470 $ | +30,0 % | 367.931 $ | +25.109 $ | +7,3 % | 342.822 $ | +26.406 $ | +8,3 % | |||
| Operose Advisors LLC | 477.915 $ | +44.169 $ | +10,2 % | 433.746 $ | -24.428 $ | -5,3 % | 458.174 $ | +108.308 $ | +31,0 % | |||
| SIG BROKERAGE, LP | 477.280 $ | -6.960 $ | -1,4 % | |||||||||
| Independent Family Office, LLC | 446.640 $ | -30.326 $ | -6,4 % | 476.966 $ | +51.782 $ | +12,2 % | 425.184 $ | +16.504 $ | +4,0 % | |||
| Investment Advisory Group, LLC | 476.272 $ | +22.865 $ | +5,0 % | 453.407 $ | +22.358 $ | +5,2 % | 431.049 $ | +192.624 $ | +80,8 % | |||
| Successful Portfolios LLC | 471.151 $ | +245.847 $ | +109,1 % | 225.304 $ | ||||||||
| Legacy Trust | 470.960 $ | +11.242 $ | +2,4 % | 459.718 $ | +9.286 $ | +2,1 % | 450.432 $ | -1.564 $ | -0,3 % | |||
| INVESTMENT COUNSEL CO OF NEVADA | 470.837 $ | +56.662 $ | +13,7 % | 414.175 $ | +360.771 $ | +675,6 % | 53.404 $ | |||||
| Spectrum Strategic Capital Management, LLC | 220.674 $ | -70.470 $ | -24,2 % | 291.144 $ | +44.819 $ | +18,2 % | 246.325 $ | -223.905 $ | -47,6 % | 470.230 $ | -5.572.400 $ | -92,2 % |
| Vermillion Wealth Management, Inc. | 436.090 $ | -7.410 $ | -1,7 % | 443.500 $ | -25.081 $ | -5,4 % | 468.581 $ | -1.448 $ | -0,3 % | |||
| Lazard Freres Gestion S.A.S. | 468.000 $ | +79.000 $ | +20,3 % | 389.000 $ | +188.000 $ | +93,5 % | 201.000 $ | |||||
| Moran Wealth Management, LLC | 467.018 $ | +97.738 $ | +26,5 % | 369.280 $ | +112.212 $ | +43,7 % | 257.068 $ | +36.087 $ | +16,3 % | 220.981 $ | -7.822 $ | -3,4 % |
| W.H. Cornerstone Investments Inc. | 466.620 $ | +204.050 $ | +77,7 % | 262.570 $ | ||||||||
| Outbound Financial Inc | 456.687 $ | -9.454 $ | -2,0 % | 466.141 $ | +81.818 $ | +21,3 % | 384.323 $ | +13.941 $ | +3,8 % | 370.382 $ | +7.163 $ | +2,0 % |
| Aspen Capital Management, LLC | 457.261 $ | +190.003 $ | +71,1 % | 267.258 $ | -198.859 $ | -42,7 % | 466.117 $ | +3.706 $ | +0,8 % | |||
| Ellenbecker Investment Group | 464.058 $ | +107.487 $ | +30,1 % | 356.571 $ | -21.909 $ | -5,8 % | 378.480 $ | -83.879 $ | -18,1 % | |||
| Adventist Health System/ West | 463.987 $ | +73.317 $ | +18,8 % | 390.670 $ | ||||||||
| AUGUSTINE ASSET MANAGEMENT INC | 451.006 $ | -12.235 $ | -2,6 % | 463.241 $ | +41.323 $ | +9,8 % | 421.918 $ | +88.776 $ | +26,6 % | 333.142 $ | +4.597 $ | +1,4 % |
| TLS Advisors LLC | 463.000 $ | +85.000 $ | +22,5 % | |||||||||
| SilverOak Wealth Management LLC | 462.910 $ | +72.380 $ | +18,5 % | 390.530 $ | +14.165 $ | +3,8 % | 376.365 $ | +8.004 $ | +2,2 % | |||
| BBR PARTNERS, LLC | 462.744 $ | +193.300 $ | +71,7 % | 269.444 $ | -95.292 $ | -26,1 % | 364.736 $ | +7.054 $ | +2,0 % | |||
| ELEMENT POINTE ADVISORS, LLC | 231.973 $ | -8.208 $ | -3,4 % | 240.181 $ | -222.510 $ | -48,1 % | 462.691 $ | +5.919 $ | +1,3 % | 456.772 $ | -13.571.899 $ | -96,7 % |
| Westview Management dba Westview Investment Advisors | 460.459 $ | |||||||||||
| SEARLE & CO. | 460.335 $ | +44.490 $ | +10,7 % | 415.845 $ | -19.474 $ | -4,5 % | 435.319 $ | +4.494 $ | +1,0 % | |||
| Aviso Financial Inc. | 459.818 $ | +59.482 $ | +14,9 % | 400.336 $ | -12.254 $ | -3,0 % | 412.590 $ | -27.558 $ | -6,3 % | |||
| Covenant Asset Management, LLC | 459.123 $ | |||||||||||
| First Financial Group Corp | 347.564 $ | -16.920 $ | -4,6 % | 364.484 $ | -34.625 $ | -8,7 % | 399.109 $ | -59.762 $ | -13,0 % | 458.871 $ | -4.151 $ | -0,9 % |
| Financial Sense Advisors, Inc. | 458.507 $ | +55.689 $ | +13,8 % | 402.818 $ | +54.448 $ | +15,6 % | 348.370 $ | |||||
| Midwest Financial Partners Investments, Inc. | 447.598 $ | -9.265 $ | -2,0 % | 456.863 $ | +76.795 $ | +20,2 % | 380.068 $ | +13.786 $ | +3,8 % | 366.282 $ | ||
| DOVER ADVISORS, LLC | 456.608 $ | +15.468 $ | +3,5 % | 441.140 $ | -15.468 $ | -3,4 % | 456.608 $ | -1.100.713 $ | -70,7 % | |||
| Phillips Wealth Planners LLC | 422.648 $ | -33.106 $ | -7,3 % | 455.754 $ | +19.765 $ | +4,5 % | 435.989 $ | +19.085 $ | +4,6 % | |||
| Golden Reserve Retirement LLC | 455.613 $ | +237.108 $ | +108,5 % | |||||||||
| Fulcrum Capital LLC | 361.162 $ | -92.801 $ | -20,4 % | 453.963 $ | +71.733 $ | +18,8 % | 382.230 $ | +13.864 $ | +3,8 % | 368.366 $ | -46.930 $ | -11,3 % |
| Dentgroup LLC | 452.536 $ | |||||||||||
| Stockman Wealth Management, Inc. | 450.198 $ | +18.037 $ | +4,2 % | |||||||||
| Aureus Asset Management, LLC | 447.750 $ | +9.092 $ | +2,1 % | 438.658 $ | ||||||||
| Marex Group Ltd | 446.444 $ | |||||||||||
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 421.972 $ | +10.209 $ | +2,5 % | 411.763 $ | -34.637 $ | -7,8 % | 446.400 $ | -38.210 $ | -7,9 % | |||
| BAR HARBOR WEALTH MANAGEMENT | 359.038 $ | -86.387 $ | -19,4 % | 445.425 $ | +63.740 $ | +16,7 % | 381.685 $ | -26.382 $ | -6,5 % | 408.067 $ | +9.888 $ | +2,5 % |
| Miller Financial Services LLC | 444.677 $ | |||||||||||
| QUEST INVESTMENT MANAGEMENT LLC | 441.696 $ | +80.427 $ | +22,3 % | 361.269 $ | +12.877 $ | +3,7 % | 348.392 $ | +58.972 $ | +20,4 % | |||
| MOLLER WEALTH PARTNERS | 440.183 $ | +171.752 $ | +64,0 % | 268.431 $ | -27.579 $ | -9,3 % | ||||||
| FCG Investment Co | 439.344 $ | |||||||||||
| AVISO WEALTH MANAGEMENT | 439.218 $ | +85.725 $ | +24,3 % | 353.493 $ | +12.822 $ | +3,8 % | 340.671 $ | |||||
| CHAPMAN FINANCIAL GROUP, LLC | 14.249 $ | -312.493 $ | -95,6 % | 326.742 $ | -111.757 $ | -25,5 % | 438.499 $ | -103.007 $ | -19,0 % | |||
| PEOPLES BANK /OH | 436.590 $ | -1.546 $ | -0,4 % | 438.136 $ | ||||||||
| Everest Private Wealth | 437.892 $ | +69.194 $ | +18,8 % | 368.698 $ | +70.913 $ | +23,8 % | 297.785 $ | +1.277 $ | +0,4 % | |||
| RIDGECREST WEALTH PARTNERS, LLC | 245.040 $ | -800 $ | -0,3 % | 245.840 $ | +23.760 $ | +10,7 % | 222.080 $ | -210.740 $ | -48,7 % | 432.820 $ | -5.675 $ | -1,3 % |
| Rolek Wealth Management LLC | 423.991 $ | -1.961 $ | -0,5 % | 425.952 $ | -1.508 $ | -0,4 % | 427.460 $ | -4.223 $ | -1,0 % | 431.683 $ | ||
| Coastwise Capital Group, LLC | 427.665 $ | +7.003 $ | +1,7 % | 420.662 $ | -10.429 $ | -2,4 % | 431.091 $ | -285.310 $ | -39,8 % | |||
| Retirement Management Systems Inc. | 426.930 $ | +175.850 $ | +70,0 % | 251.080 $ | -178.266 $ | -41,5 % | 429.346 $ | |||||
| Meredith Wealth Planning | 426.590 $ | +1.442 $ | +0,3 % | 425.148 $ | +35.064 $ | +9,0 % | 390.084 $ | +6.487 $ | +1,7 % | 383.597 $ | +5.677 $ | +1,5 % |
| TrustWell Financial Advisors, LLC | 200.807 $ | -215.392 $ | -51,8 % | 416.199 $ | -9.900 $ | -2,3 % | 426.099 $ | |||||
| WESTCO ADVISORY SERVICES INC /ADV | 329.129 $ | -95.672 $ | -22,5 % | 424.801 $ | +71.634 $ | +20,3 % | 353.167 $ | +39.723 $ | +12,7 % | 313.444 $ | ||
| FORTRESS FINANCIAL GROUP, LLC | 423.570 $ | +94.908 $ | +28,9 % | 328.662 $ | -349.308 $ | -51,5 % | ||||||
| Beverly Hills Private Wealth, LLC | 390.719 $ | -32.478 $ | -7,7 % | 423.197 $ | +81.091 $ | +23,7 % | ||||||
| FSC Wealth Advisors, LLC | 421.667 $ | -2.674.092 $ | -86,4 % | |||||||||
| Evelyn Partners Investment Management LLP | 421.547 $ | +51.618 $ | +14,0 % | 369.929 $ | +101.077 $ | +37,6 % | ||||||
| TECTONIC ADVISORS LLC | 207.185 $ | -212.786 $ | -50,7 % | 419.971 $ | +107.360 $ | +34,3 % | ||||||
| Royal Fund Management, LLC | 417.094 $ | +91.635 $ | +28,2 % | 325.459 $ | +67.216 $ | +26,0 % | 258.243 $ | +43.375 $ | +20,2 % | 214.868 $ | ||
| DOPKINS WEALTH MANAGEMENT, LLC | 417.048 $ | +53.719 $ | +14,8 % | 363.329 $ | +15.061 $ | +4,3 % | 348.268 $ | -32.162 $ | -8,5 % | |||
| McAlister, Sweet & Associates, Inc. | 386.140 $ | +26.375 $ | +7,3 % | 359.765 $ | -57.197 $ | -13,7 % | 416.962 $ | +61.478 $ | +17,3 % | 355.484 $ | +15.951 $ | +4,7 % |
| MOULTON WEALTH MANAGEMENT, INC | 413.344 $ | |||||||||||
| North Star Investment Management Corp. | 412.870 $ | +213.906 $ | +107,5 % | 198.964 $ | +9.916 $ | +5,2 % | 189.048 $ | -7.524 $ | -3,8 % | |||
| Sunflower Bank, N.A. | 208.096 $ | -203.544 $ | -49,4 % | 411.640 $ | +203.462 $ | +97,7 % | 208.178 $ | -576 $ | -0,3 % | |||
| First County Bank /CT/ | 411.481 $ | +4.074 $ | +1,0 % | 407.407 $ | +64.376 $ | +18,8 % | 343.031 $ | -2.211 $ | -0,6 % | 345.242 $ | +6.677 $ | +2,0 % |
| Sterling Wealth Management, Inc. | 409.253 $ | +38.441 $ | +10,4 % | 370.812 $ | -2.252 $ | -0,6 % | 373.064 $ | +11.138 $ | +3,1 % | |||
| Baker Ellis Asset Management LLC | 348.409 $ | -32.231 $ | -8,5 % | 380.640 $ | -28.137 $ | -6,9 % | 408.777 $ | -344 $ | -0,1 % | 409.121 $ | -31.571 $ | -7,2 % |
| Ballast Financial Advisors LLC | 372.701 $ | +7.803 $ | +2,1 % | 364.898 $ | -43.363 $ | -10,6 % | 408.261 $ | |||||
| Canton Hathaway, LLC | 407.638 $ | +60.209 $ | +17,3 % | 347.429 $ | +35.829 $ | +11,5 % | 311.600 $ | -101.400 $ | -24,6 % | |||
| STAGE HARBOR FINANCIAL, LLC | 407.159 $ | +26.533 $ | +7,0 % | 380.626 $ | +58.978 $ | +18,3 % | 321.648 $ | +11.560 $ | +3,7 % | |||
| CAPITAL CITY TRUST CO/FL | 401.234 $ | -1.421 $ | -0,4 % | 402.655 $ | -3.978 $ | -1,0 % | 406.633 $ | +995 $ | +0,2 % | |||
| Windward Private Wealth Management Inc. | 406.247 $ | +64.193 $ | +18,8 % | 342.054 $ | +86.551 $ | +33,9 % | 255.503 $ | +4.941 $ | +2,0 % | |||
| NEW ENGLAND ASSET MANAGEMENT INC | 405.916 $ | +64.141 $ | +18,8 % | 341.775 $ | +12.397 $ | +3,8 % | 329.378 $ | +6.370 $ | +2,0 % | |||
| VILLERE ST DENIS J & CO LLC | 331.359 $ | +52.360 $ | +18,8 % | 278.999 $ | -124.320 $ | -30,8 % | 403.319 $ | +7.800 $ | +2,0 % | |||
| CASTLE WEALTH MANAGEMENT LLC | 399.620 $ | +177.815 $ | +80,2 % | 221.805 $ | +8.045 $ | +3,8 % | 213.760 $ | +4.134 $ | +2,0 % | |||
| Reliant Wealth Planning | 261.671 $ | -927 $ | -0,4 % | 262.598 $ | -135.907 $ | -34,1 % | 398.505 $ | -96.323 $ | -19,5 % | |||
| ForthRight Wealth Management, LLC | 393.464 $ | +51.701 $ | +15,1 % | 341.763 $ | +3.350 $ | +1,0 % | 338.413 $ | +5.123 $ | +1,5 % | |||
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 386.029 $ | +2.806 $ | +0,7 % | 383.223 $ | -10.147 $ | -2,6 % | 393.370 $ | -432 $ | -0,1 % | |||
| White Lighthouse Investment Management Inc. | 392.084 $ | +5.801 $ | +1,5 % | 386.283 $ | +61.039 $ | +18,8 % | 325.244 $ | +88.428 $ | +37,3 % | 236.816 $ | ||
| Coston, McIsaac & Partners | 392.000 $ | +51.000 $ | +15,0 % | 341.000 $ | -10.000 $ | -2,8 % | 351.000 $ | +60.000 $ | +20,6 % | |||
| MANNING & NAPIER ADVISORS LLC | 391.404 $ | +31.560 $ | +8,8 % | 359.844 $ | +270.928 $ | +304,7 % | 88.916 $ | -6.863 $ | -7,2 % | |||
| BLODGETT WEALTH ADVISORS, LLC | 390.271 $ | +37.719 $ | +10,7 % | 352.552 $ | -4.886 $ | -1,4 % | 357.438 $ | +3.690 $ | +1,0 % | |||
| SIERRA SUMMIT ADVISORS LLC | 390.203 $ | |||||||||||
| PRIMORIS WEALTH ADVISORS, LLC | 390.131 $ | +119.379 $ | +44,1 % | 270.752 $ | -32.324 $ | -10,7 % | 303.076 $ | -15.193 $ | -4,8 % | |||
| Tanglewood Legacy Advisors, LLC | 389.601 $ | +45.731 $ | +13,3 % | 343.870 $ | -2.415 $ | -0,7 % | 346.285 $ | -104.675 $ | -23,2 % | |||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 388.978 $ | +114.023 $ | +41,5 % | 274.955 $ | -369 $ | -0,1 % | 275.324 $ | +673 $ | +0,2 % | |||
| FORTE ASSET MANAGEMENT LLC | 380.507 $ | -7.877 $ | -2,0 % | 388.384 $ | +62.651 $ | +19,2 % | 325.733 $ | +11.816 $ | +3,8 % | 313.917 $ | ||
| Evernest Financial Advisors, LLC | 274.301 $ | -36.586 $ | -11,8 % | 310.887 $ | -76.649 $ | -19,8 % | 387.536 $ | +13.753 $ | +3,7 % | |||
| MinichMacGregor Wealth Management, LLC | 385.629 $ | +149.452 $ | +63,3 % | |||||||||
| ROWLANDMILLER & PARTNERS.ADV | 384.294 $ | +60.724 $ | +18,8 % | 323.570 $ | +11.737 $ | +3,8 % | 311.833 $ | +6.031 $ | +2,0 % | |||
| Motiv8 Investments LLC | 384.000 $ | |||||||||||
| Harrington Investments, INC | 375.933 $ | -7.782 $ | -2,0 % | 383.715 $ | +60.633 $ | +18,8 % | 323.082 $ | +11.719 $ | +3,8 % | 311.363 $ | -59.898 $ | -16,1 % |
| Fielder Capital Group LLC | 381.484 $ | +60.280 $ | +18,8 % | 321.204 $ | +11.651 $ | +3,8 % | 309.553 $ | +5.987 $ | +2,0 % | |||
| Andrew Hill Investment Advisors, Inc. | 351.714 $ | -15.866 $ | -4,3 % | 367.580 $ | -11.491 $ | -3,0 % | 379.071 $ | -10.789 $ | -2,8 % | |||
| Raub Brock Capital Management LP | 377.546 $ | -1.232 $ | -0,3 % | 378.778 $ | +36.608 $ | +10,7 % | 342.170 $ | -16.024 $ | -4,5 % | 358.194 $ | +3.698 $ | +1,0 % |
| Marble Harbor Investment Counsel, LLC | 376.508 $ | +170.048 $ | +82,4 % | 206.460 $ | ||||||||
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 374.963 $ | +4.491 $ | +1,2 % | 370.472 $ | +1.315 $ | +0,4 % | 369.157 $ | +10.703 $ | +3,0 % | |||
| Nicht ausgewiesen | 374.955 $ | +317.735 $ | +555,3 % | 57.220 $ | +35.172 $ | +159,5 % | 22.048 $ | +426 $ | +2,0 % | |||
| Abacus Wealth Partners, LLC | 256.224 $ | -118.543 $ | -31,6 % | 374.767 $ | ||||||||
| PW ADVISORS, LLC \ FL | 374.377 $ | |||||||||||
| CrossGen Wealth, LLC | 373.988 $ | +276.687 $ | +284,4 % | 97.301 $ | ||||||||
| Veridan Wealth LLC | 297.761 $ | -75.143 $ | -20,2 % | 372.904 $ | +103.521 $ | +38,4 % | 269.383 $ | +516 $ | +0,2 % | |||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 371.693 $ | +27.810 $ | +8,1 % | 343.883 $ | +226.628 $ | +193,3 % | 117.255 $ | +16.093 $ | +15,9 % | 101.162 $ | -75.550 $ | -42,8 % |
| FAMILY WEALTH PARTNERS, LLC | 371.562 $ | |||||||||||
| MASTER'S WEALTH MANAGEMENT INC. | 264.873 $ | +1.631 $ | +0,6 % | 263.242 $ | -17.360 $ | -6,2 % | 280.602 $ | -89.322 $ | -24,1 % | 369.924 $ | +84.583 $ | +29,6 % |
| NorthAvenue LLC | 368.507 $ | +78.719 $ | +27,2 % | 289.788 $ | +8.360 $ | +3,0 % | 281.428 $ | |||||
| Birchcreek Wealth Management, LLC | 367.531 $ | +86.045 $ | +30,6 % | 281.486 $ | -13.182 $ | -4,5 % | 294.668 $ | -83.238 $ | -22,0 % | |||
| 1015 Capital Partners, LLC | 365.856 $ | +76.742 $ | +26,5 % | 289.114 $ | +10.487 $ | +3,8 % | 278.627 $ | |||||
| Prosperity Planning, Inc. | 269.687 $ | -53.713 $ | -16,6 % | 323.400 $ | -42.084 $ | -11,5 % | 365.484 $ | +40.414 $ | +12,4 % | 325.070 $ | -7.424 $ | -2,2 % |
| Creative Capital Management Investments LLC | 365.434 $ | +298.195 $ | +443,5 % | 67.239 $ | +24.272 $ | +56,5 % | 42.967 $ | +29.783 $ | +225,9 % | |||
| Eukles Asset Management | 365.118 $ | +45.092 $ | +14,1 % | 320.026 $ | +8.326 $ | +2,7 % | 311.700 $ | -14.987 $ | -4,6 % | |||
| Impact Capital Partners LLC | 356.243 $ | -8.203 $ | -2,3 % | 364.446 $ | +56.662 $ | +18,4 % | 307.784 $ | -52.426 $ | -14,6 % | 360.210 $ | ||
| Buska Wealth Management, LLC | 364.049 $ | |||||||||||
| SEVEN MILE ADVISORY | 361.203 $ | +159.718 $ | +79,3 % | 201.485 $ | -576.175 $ | -74,1 % | ||||||
| Bragg Financial Advisors, Inc | 360.437 $ | +87.226 $ | +31,9 % | 273.211 $ | ||||||||
| QUANTIFY CHAOS ADVISORS, LLC | 359.573 $ | +59.844 $ | +20,0 % | 299.729 $ | +18.199 $ | +6,5 % | 281.530 $ | |||||
| Granite Group Advisors, LLC | 358.893 $ | -144 $ | -0,0 % | 359.037 $ | ||||||||
| Mission Creek Capital Partners, Inc. | 211.238 $ | -70.961 $ | -25,1 % | 282.199 $ | -76.658 $ | -21,4 % | 358.857 $ | -297.732 $ | -45,3 % | |||
| Austin Asset Management Co Inc | 358.780 $ | +111.377 $ | +45,0 % | 247.403 $ | +8.974 $ | +3,8 % | 238.429 $ | |||||
| Mendel Money Management | 358.380 $ | -14.993 $ | -4,0 % | |||||||||
| Baldwin Investment Management, LLC | 358.200 $ | |||||||||||
| Argos Wealth Advisors, LLC | 355.507 $ | +69.307 $ | +24,2 % | 286.200 $ | +86.117 $ | +43,0 % | 200.083 $ | |||||
| PATRICK M SWEENEY & ASSOCIATES, INC | 354.499 $ | +9.098 $ | +2,6 % | 345.401 $ | -3.042 $ | -0,9 % | 348.443 $ | +6.918 $ | +2,0 % | |||
| Balanced Rock Investment Advisors LLC | 354.307 $ | +73.075 $ | +26,0 % | 281.232 $ | +9.932 $ | +3,7 % | 271.300 $ | -688 $ | -0,3 % | |||
| CAMDEN NATIONAL BANK | 353.081 $ | +85.274 $ | +31,8 % | 267.807 $ | +9.706 $ | +3,8 % | 258.101 $ | |||||
| 626 Financial, LLC | 352.799 $ | +30.341 $ | +9,4 % | 322.458 $ | +9.077 $ | +2,9 % | 313.381 $ | +2.458 $ | +0,8 % | |||
| Prism Planning Partners LLC | 352.242 $ | +39.719 $ | +12,7 % | 312.523 $ | +9.655 $ | +3,2 % | 302.868 $ | |||||
| Arta Finance Wealth Management LLC | 351.609 $ | +8.407 $ | +2,4 % | 343.202 $ | +113.666 $ | +49,5 % | 229.536 $ | |||||
| Municipal Employees' Retirement System of Michigan | 246.453 $ | +15.313 $ | +6,6 % | 231.140 $ | -120.286 $ | -34,2 % | 351.426 $ | +31.768 $ | +9,9 % | |||
| Farmers National Bank | 350.579 $ | +55.397 $ | +18,8 % | 295.182 $ | -4.418 $ | -1,5 % | 299.600 $ | +5.399 $ | +1,8 % | |||
| Beaird Harris Wealth Management, LLC | 350.526 $ | +77.374 $ | +28,3 % | 273.152 $ | -22.930 $ | -7,7 % | 296.082 $ | +801 $ | +0,3 % | |||
| First City Capital Management, Inc. | 350.513 $ | +31.130 $ | +9,7 % | 319.383 $ | +29.109 $ | +10,0 % | 290.274 $ | |||||
| Highland Financial Advisors, LLC | 349.986 $ | +40.969 $ | +13,3 % | 309.017 $ | +64.353 $ | +26,3 % | 244.664 $ | -14.316 $ | -5,5 % | 258.980 $ | +5.431 $ | +2,1 % |
| GAINLINE FINANCIAL PARTNERS, LLC | 349.727 $ | +9.187 $ | +2,7 % | 340.540 $ | ||||||||
| CLEAR WAVE WEALTH MANAGEMENT LLC | 349.261 $ | +55.822 $ | +19,0 % | 293.439 $ | ||||||||
| E-Wealth Partners, LLC | 311.114 $ | -37.691 $ | -10,8 % | 348.805 $ | +5.564 $ | +1,6 % | 343.241 $ | |||||
| Chancellor Financial Group WB LP | 348.009 $ | +26.763 $ | +8,3 % | 321.246 $ | +34.837 $ | +12,2 % | 286.409 $ | +53.655 $ | +23,1 % | |||
| Port Capital LLC | 346.437 $ | |||||||||||
| Financial Plan, Inc. | 338.486 $ | +23.298 $ | +7,4 % | 315.188 $ | -31.159 $ | -9,0 % | 346.347 $ | |||||
| Beaton Management Co. Inc. | 346.000 $ | +7.000 $ | +2,1 % | 339.000 $ | +7.000 $ | +2,1 % | 332.000 $ | -5.000 $ | -1,5 % | |||
| FELL CAPITAL MANAGEMENT /ADV | 336.595 $ | -2.460 $ | -0,7 % | 339.055 $ | +97.985 $ | +40,6 % | 241.070 $ | +33.468 $ | +16,1 % | 207.602 $ | ||
| MCGUIRE CAPITAL ADVISORS INC | 339.009 $ | +211.221 $ | +165,3 % | 127.788 $ | -178.901 $ | -58,3 % | 306.689 $ | |||||
| Aull & Monroe Investment Management Corp | 286.605 $ | -1.138 $ | -0,4 % | 287.743 $ | -228 $ | -0,1 % | 287.971 $ | -50.173 $ | -14,8 % | 338.144 $ | -935 $ | -0,3 % |
| HMV Wealth Advisors, LLC | 334.201 $ | -1.934 $ | -0,6 % | 336.135 $ | +12.842 $ | +4,0 % | 323.293 $ | +14.507 $ | +4,7 % | |||
| Vines Capital Management, LLC | 309.181 $ | +2.248 $ | +0,7 % | 306.933 $ | -28.934 $ | -8,6 % | 335.867 $ | |||||
| Prairiewood Capital, LLC | 328.779 $ | -6.806 $ | -2,0 % | 335.585 $ | +70.953 $ | +26,8 % | 264.632 $ | +9.599 $ | +3,8 % | 255.033 $ | +12.777 $ | +5,3 % |
| Fee-Only Financial Planning, L.C. | 335.183 $ | +52.845 $ | +18,7 % | 282.338 $ | -4.920 $ | -1,7 % | 287.258 $ | +9.138 $ | +3,3 % | |||
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 333.514 $ | +28.009 $ | +9,2 % | 305.505 $ | ||||||||
| Mandatum Life Insurance Co Ltd | 242.721 $ | +38.353 $ | +18,8 % | 204.368 $ | -128.640 $ | -38,6 % | 333.008 $ | -25.860 $ | -7,2 % | |||
| Voya Financial Advisors, Inc. | 332.092 $ | |||||||||||
| CHESAPEAKE ASSET MANAGEMENT LLC | 331.421 $ | +154.205 $ | +87,0 % | 177.216 $ | +5.628 $ | +3,3 % | 171.588 $ | +9.342 $ | +5,8 % | |||
| EPIQ PARTNERS, LLC | 331.418 $ | +97.027 $ | +41,4 % | 234.391 $ | ||||||||
| Warther Private Wealth, LLC | 331.360 $ | |||||||||||
| Abundance Wealth Counselors | 331.184 $ | |||||||||||
| MATRIX ASSET ADVISORS INC/NY | 323.705 $ | -6.701 $ | -2,0 % | 330.406 $ | +40.093 $ | +13,8 % | 290.313 $ | +32.377 $ | +12,6 % | 257.936 $ | +11.766 $ | +4,8 % |
| POSTROCK PARTNERS LLC | 330.366 $ | +52.203 $ | +18,8 % | 278.163 $ | +10.090 $ | +3,8 % | 268.073 $ | +5.184 $ | +2,0 % | |||
| Schrum Private Wealth Management LLC | 285.617 $ | -44.016 $ | -13,4 % | 329.633 $ | +6.658 $ | +2,1 % | 322.975 $ | -1.121 $ | -0,3 % | |||
| FIDUCIARY ADVISORS, INC. | 56.163 $ | -7.489 $ | -11,8 % | 63.652 $ | +15.385 $ | +31,9 % | 48.267 $ | -281.144 $ | -85,3 % | 329.411 $ | +19.743 $ | +6,4 % |
| Nicht ausgewiesen | 329.038 $ | +156.998 $ | +91,3 % | 172.040 $ | ||||||||
| Axim Planning & Wealth | 209.275 $ | -16.211 $ | -7,2 % | 225.486 $ | -102.660 $ | -31,3 % | 328.146 $ | -25.043 $ | -7,1 % | |||
| S.A. Mason LLC | 327.344 $ | +42.494 $ | +14,9 % | 284.850 $ | +109.995 $ | +62,9 % | 174.855 $ | -97.002 $ | -35,7 % | 271.857 $ | +13.512 $ | +5,2 % |
| waypoint wealth counsel | 326.825 $ | +72.937 $ | +28,7 % | 253.888 $ | +31.685 $ | +14,3 % | 222.203 $ | -1.993 $ | -0,9 % | |||
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 326.734 $ | |||||||||||
| New Capital Management LP | 326.609 $ | -4.622.935 $ | -93,4 % | |||||||||
| Ironvine Capital Partners, LLC | 325.721 $ | -258 $ | -0,1 % | 325.979 $ | +129 $ | +0,0 % | 325.850 $ | -902 $ | -0,3 % | |||
| Genesis Wealth Advisors, LLC | 325.396 $ | +45.908 $ | +16,4 % | 279.488 $ | +10.137 $ | +3,8 % | 269.351 $ | -1.189.741 $ | -81,5 % | |||
| VALICENTI ADVISORY SERVICES INC | 325.000 $ | +95.000 $ | +41,3 % | 230.000 $ | ||||||||
| SSA SWISS ADVISORS AG | 322.207 $ | +16.095 $ | +5,3 % | 306.112 $ | -8.999 $ | -2,9 % | 315.111 $ | +2.338 $ | +0,7 % | |||
| Donalies Financial Planning, LLC | 321.998 $ | -124 $ | -0,0 % | 322.122 $ | +13.880 $ | +4,5 % | 308.242 $ | +657 $ | +0,2 % | 307.585 $ | ||
| Wealth Care LLC | 321.679 $ | +52.930 $ | +19,7 % | 268.749 $ | ||||||||
| Graetz Wealth LLC | 321.266 $ | +24.316 $ | +8,2 % | 296.950 $ | -4.038 $ | -1,3 % | 300.988 $ | |||||
| AM INVESTMENT STRATEGIES LLC | 319.000 $ | +50.000 $ | +18,6 % | 269.000 $ | +10.000 $ | +3,9 % | 259.000 $ | |||||
| Coyle Financial Counsel LLC | 318.682 $ | +4.387 $ | +1,4 % | 314.295 $ | -2.947 $ | -0,9 % | 317.242 $ | +11.663 $ | +3,8 % | |||
| ANCHYRA PARTNERS LLC | 296.559 $ | -21.132 $ | -6,7 % | 317.691 $ | +27.252 $ | +9,4 % | 290.439 $ | +40.851 $ | +16,4 % | 249.588 $ | ||
| MEMBERS WEALTH LLC | 308.654 $ | -8.528 $ | -2,7 % | 317.182 $ | +24.571 $ | +8,4 % | 292.611 $ | +15.355 $ | +5,5 % | 277.256 $ | +1.786 $ | +0,6 % |
| Bulltick Wealth Management, LLC | 316.820 $ | +50.589 $ | +19,0 % | 266.231 $ | +7.494 $ | +2,9 % | 258.737 $ | +2.029 $ | +0,8 % | |||
| 1620 INVESTMENT ADVISORS, INC. | 311.713 $ | -1.104 $ | -0,4 % | 312.817 $ | -2.347 $ | -0,7 % | 315.164 $ | +276.978 $ | +725,3 % | |||
| Citizens Business Bank | 314.875 $ | +49.755 $ | +18,8 % | 265.120 $ | +9.617 $ | +3,8 % | 255.503 $ | +4.941 $ | +2,0 % | |||
| Aspiring Ventures, LLC | 200.600 $ | -114.025 $ | -36,2 % | 314.625 $ | ||||||||
| MAGNOLIA CAPITAL MANAGEMENT LTD | 306.000 $ | -7.000 $ | -2,2 % | 313.000 $ | +50.000 $ | +19,0 % | 263.000 $ | +9.000 $ | +3,5 % | 254.000 $ | +5.000 $ | +2,0 % |
| Horizons Wealth Management | 310.518 $ | +17.064 $ | +5,8 % | 293.454 $ | +10.645 $ | +3,8 % | 282.809 $ | -3.082.950 $ | -91,6 % | |||
| Henry James International Management Inc. | 258.585 $ | -51.193 $ | -16,5 % | 309.778 $ | ||||||||
| Allegheny Financial Group | 309.670 $ | +50.535 $ | +19,5 % | 259.135 $ | +11.212 $ | +4,5 % | 247.923 $ | +7.707 $ | +3,2 % | |||
| SpringVest Wealth Management LLC | 306.895 $ | -1.776 $ | -0,6 % | 308.671 $ | +21.841 $ | +7,6 % | 286.830 $ | +12.871 $ | +4,7 % | |||
| Oakwell Private Wealth Management, LLC | 307.916 $ | +48.655 $ | +18,8 % | 259.261 $ | +13.169 $ | +5,4 % | 246.092 $ | +4.759 $ | +2,0 % | |||
| NBZ Investment Advisors LLC | 307.161 $ | +94.322 $ | +44,3 % | 212.839 $ | ||||||||
| Cordoba Advisory Partners LLC | 299.967 $ | -6.210 $ | -2,0 % | 306.177 $ | +61.982 $ | +25,4 % | 244.195 $ | |||||
| STALEY CAPITAL ADVISERS INC | 305.956 $ | +4.322 $ | +1,4 % | |||||||||
| Steigerwald, Gordon & Koch Inc. | 305.905 $ | +22.133 $ | +7,8 % | 283.772 $ | +107.641 $ | +61,1 % | 176.131 $ | -18.694 $ | -9,6 % | |||
| Eddie Patel Inc | 304.269 $ | |||||||||||
| Kooman & Associates | 279.921 $ | -14.658 $ | -5,0 % | 294.579 $ | -3.812 $ | -1,3 % | 298.391 $ | -5.511 $ | -1,8 % | 303.902 $ | -82.257 $ | -21,3 % |
| Crown Wealth Group, LLC | 268.359 $ | -34.287 $ | -11,3 % | 302.646 $ | +75.251 $ | +33,1 % | 227.395 $ | -24.216 $ | -9,6 % | 251.611 $ | +3.112 $ | +1,3 % |
| Avant Capital LLC | 300.726 $ | |||||||||||
| INVICTUS PRIVATE WEALTH, LLC | 300.295 $ | |||||||||||
| Artemis Wealth Advisors, LLC | 300.243 $ | +1.026 $ | +0,3 % | 299.217 $ | +41.442 $ | +16,1 % | 257.775 $ | -867 $ | -0,3 % | |||
| Cresta Advisors, Ltd. | 289.673 $ | -10.249 $ | -3,4 % | 299.922 $ | +47.286 $ | +18,7 % | 252.636 $ | -22.118 $ | -8,1 % | 274.754 $ | +25.892 $ | +10,4 % |
| Sarver Vrooman Wealth Advisors | 299.219 $ | +110.046 $ | +58,2 % | 189.173 $ | +52.847 $ | +38,8 % | 136.326 $ | -8.767 $ | -6,0 % | 145.093 $ | -62.158 $ | -30,0 % |
| PMV Capital Advisers, LLC | 242.500 $ | +1.203 $ | +0,5 % | 241.297 $ | -57.538 $ | -19,3 % | 298.835 $ | -675 $ | -0,2 % | |||
| VSM Wealth Advisory, LLC | 297.729 $ | +39.143 $ | +15,1 % | 258.586 $ | +2.183 $ | +0,9 % | 256.403 $ | +45.440 $ | +21,5 % | |||
| Gratus Wealth Advisors, LLC | 296.672 $ | +7.081 $ | +2,4 % | 289.591 $ | +5.850 $ | +2,1 % | 283.741 $ | -985 $ | -0,3 % | |||
| Capital International Investors | 296.416 $ | -247.753 $ | -45,5 % | |||||||||
| COGENT STRATEGIC WEALTH LLC | 295.209 $ | -925 $ | -0,3 % | 296.134 $ | +21.004 $ | +7,6 % | 275.130 $ | -921 $ | -0,3 % | 276.051 $ | ||
| Hardin Capital Partners, LLC | 289.103 $ | -6.335 $ | -2,1 % | 295.438 $ | +46.979 $ | +18,9 % | 248.459 $ | +4.778 $ | +2,0 % | 243.681 $ | +23.961 $ | +10,9 % |
| PITTENGER & ANDERSON INC | 294.385 $ | +1.941 $ | +0,7 % | 292.444 $ | +50.401 $ | +20,8 % | 242.043 $ | +14.672 $ | +6,5 % | |||
| Kelman-Lazarov, Inc. | 252.013 $ | -42.207 $ | -14,3 % | 294.220 $ | +10.130 $ | +3,6 % | 284.090 $ | |||||
| PIN OAK INVESTMENT ADVISORS INC | 180.000 $ | -103.000 $ | -36,4 % | 283.000 $ | -10.000 $ | -3,4 % | 293.000 $ | +6.605 $ | +2,3 % | |||
| SJS Investment Consulting Inc. | 292.391 $ | +244.846 $ | +515,0 % | 47.545 $ | +12.811 $ | +36,9 % | 34.734 $ | +2.149 $ | +6,6 % | |||
| Riverview Trust Co | 292.094 $ | +46.155 $ | +18,8 % | 245.939 $ | +8.921 $ | +3,8 % | 237.018 $ | +28.381 $ | +13,6 % | |||
| American National Bank of Texas | 291.625 $ | |||||||||||
| Swan Global Investments, LLC | 290.851 $ | +53.701 $ | +22,6 % | 237.150 $ | -12.169 $ | -4,9 % | 249.319 $ | +4.822 $ | +2,0 % | |||
| Mallini Complete Financial Planning LLC | 290.493 $ | -1.574 $ | -0,5 % | |||||||||
| Independence Wealth Advisors, LLC | 272.203 $ | -17.892 $ | -6,2 % | 290.095 $ | +11.111 $ | +4,0 % | 278.984 $ | |||||
| Gleason Group, Inc. | 122.447 $ | -167.518 $ | -57,8 % | 289.965 $ | +179.338 $ | +162,1 % | 110.627 $ | -11.781 $ | -9,6 % | 122.408 $ | ||
| Adalta Capital Management LLC | 170.040 $ | -118.295 $ | -41,0 % | 288.335 $ | -169.725 $ | -37,1 % | ||||||
| Wells Financial Advisors INC | 264.425 $ | -23.503 $ | -8,2 % | 287.928 $ | +286.584 $ | +21.323,2 % | 1.344 $ | -45.130 $ | -97,1 % | |||
| Callahan Advisors, LLC | 287.429 $ | |||||||||||
| GOLDEN ROAD ADVISORS LLC | 287.372 $ | +43.247 $ | +17,7 % | 244.125 $ | +20.215 $ | +9,0 % | 223.910 $ | +4.001 $ | +1,8 % | |||
| CGC Financial Services, LLC | 8.971 $ | +2.344 $ | +35,4 % | 6.627 $ | +1.047 $ | +18,8 % | 5.580 $ | -279.433 $ | -98,0 % | 285.013 $ | +5.512 $ | +2,0 % |
| Schonfeld Strategic Advisors LLC | 282.400 $ | |||||||||||
| Nemes Rush Group LLC | 282.067 $ | +44.243 $ | +18,6 % | 237.824 $ | +121.608 $ | +104,6 % | 116.216 $ | +36.417 $ | +45,6 % | |||
| Cornerstone Financial Group, LLC /NE/ | 281.193 $ | +16.424 $ | +6,2 % | 264.769 $ | +23.753 $ | +9,9 % | 241.016 $ | +1.830 $ | +0,8 % | |||
| Transce3nd, LLC | 280.792 $ | -1 $ | -0,0 % | 280.793 $ | +6.650 $ | +2,4 % | 274.143 $ | +17.321 $ | +6,7 % | |||
| DAVIS R M INC | 280.722 $ | -15.567.994 $ | -98,2 % | |||||||||
| Meriwether Wealth & Planning, LLC | 280.432 $ | +30.960 $ | +12,4 % | 249.472 $ | +4.388 $ | +1,8 % | 245.084 $ | -22.685 $ | -8,5 % | 267.769 $ | -283.740 $ | -51,4 % |
| Hiley Hunt Wealth Management | 279.233 $ | +62.328 $ | +28,7 % | 216.905 $ | +3.187 $ | +1,5 % | 213.718 $ | |||||
| Crews Bank & Trust | 278.907 $ | +22.482 $ | +8,8 % | 256.425 $ | +74.840 $ | +41,2 % | 181.585 $ | -222.256 $ | -55,0 % | |||
| InTrack Investment Management Inc | 273.971 $ | -2.091 $ | -0,8 % | 276.062 $ | -218 $ | -0,1 % | 276.280 $ | +109 $ | +0,0 % | 276.171 $ | -4.569 $ | -1,6 % |
| Echo45 Advisors LLC | 275.782 $ | |||||||||||
| Investment Management Trust, LLC | 273.617 $ | -1.140 $ | -0,4 % | 274.757 $ | ||||||||
| Peak Retirement Planning, Inc. | 274.095 $ | |||||||||||
| Pinnacle Financial Group, LLC / IL | 273.837 $ | |||||||||||
| Saranac Partners Ltd | 273.372 $ | +51.546 $ | +23,2 % | 221.826 $ | +4.290 $ | +2,0 % | ||||||
| LAZARI CAPITAL MANAGEMENT, INC. | 267.585 $ | -5.538 $ | -2,0 % | 273.123 $ | +43.157 $ | +18,8 % | 229.966 $ | +8.342 $ | +3,8 % | 221.624 $ | -21.950 $ | -9,0 % |
| LVW Advisors, LLC | 268.221 $ | -4.103 $ | -1,5 % | 272.324 $ | -228.382 $ | -45,6 % | ||||||
| CFC Planning Co LLC | 272.265 $ | +42.900 $ | +18,7 % | 229.365 $ | +4.633 $ | +2,1 % | 224.732 $ | -780 $ | -0,3 % | |||
| MontVue Capital Management, Inc. | 260.605 $ | -11.608 $ | -4,3 % | 272.213 $ | +34.365 $ | +14,4 % | 237.848 $ | -19.672 $ | -7,6 % | 257.520 $ | +5.112 $ | +2,0 % |
| CWC Advisors, LLC. | 267.503 $ | -4.070 $ | -1,5 % | 271.573 $ | -949 $ | -0,3 % | ||||||
| Hunter Perkins Capital Management, LLC | 271.000 $ | |||||||||||
| 55 North Private Wealth, LLC | 268.139 $ | +29.242 $ | +12,2 % | 238.897 $ | -22.795 $ | -8,7 % | 261.692 $ | |||||
| REYL & Cie S.A. | 267.878 $ | |||||||||||
| Addison Capital Co | 267.748 $ | |||||||||||
| Nest Investments, LLC | 267.748 $ | |||||||||||
| Redwood Wealth Management Group, LLC | 255.392 $ | -11.960 $ | -4,5 % | 267.352 $ | +2.760 $ | +1,0 % | ||||||
| Granite Harbor Advisors, Inc. | 267.119 $ | +32.747 $ | +14,0 % | 234.372 $ | -4.535 $ | -1,9 % | 238.907 $ | -25.223 $ | -9,5 % | |||
| Sunesis Advisors, LLC | 266.662 $ | +42.137 $ | +18,8 % | 224.525 $ | +8.144 $ | +3,8 % | 216.381 $ | +4.185 $ | +2,0 % | |||
| Western Reserve Capital Management, LLC | 266.512 $ | -103 $ | -0,0 % | 266.615 $ | +31.080 $ | +13,2 % | 235.535 $ | -1.136 $ | -0,5 % | 236.671 $ | ||
| FinDec Wealth Services, Inc. | 266.434 $ | +28.064 $ | +11,8 % | 238.370 $ | -25.563 $ | -9,7 % | 263.933 $ | -284.124 $ | -51,8 % | |||
| Wheelhouse Advisory Group LLC | 207.758 $ | -41.604 $ | -16,7 % | 249.362 $ | -15.639 $ | -5,9 % | 265.001 $ | -50.565 $ | -16,0 % | |||
| ROCKLAND TRUST CO | 264.581 $ | -257.768 $ | -49,3 % | |||||||||
| CCG WEALTH MANAGEMENT, LLC | 264.148 $ | +54.772 $ | +26,2 % | 209.376 $ | ||||||||
| Clarion Wealth Managment Partners, LLC | 264.092 $ | |||||||||||
| Y.D. More Investments Ltd | 75.988 $ | -187.862 $ | -71,2 % | 263.850 $ | -90.132 $ | -25,5 % | ||||||
| McElhenny Sheffield Capital Management, LLC | 262.090 $ | -287 $ | -0,1 % | |||||||||
| Valpey Financial Services, LLC | 261.640 $ | +46.893 $ | +21,8 % | 214.747 $ | +2.646 $ | +1,2 % | 212.101 $ | +6.796 $ | +3,3 % | |||
| STRATEGIC PLANNING GROUP, LLC | 242.427 $ | -8.223 $ | -3,3 % | 250.650 $ | +39.798 $ | +18,9 % | 210.852 $ | -50.167 $ | -19,2 % | 261.019 $ | +8.749 $ | +3,5 % |
| MARATHON CAPITAL MANAGEMENT | 225.730 $ | -17.172 $ | -7,1 % | 242.902 $ | -17.950 $ | -6,9 % | 260.852 $ | +3.549 $ | +1,4 % | |||
| FC Advisory LLC | 260.818 $ | +831 $ | +0,3 % | 259.987 $ | +6.223 $ | +2,5 % | 253.764 $ | +5.589 $ | +2,3 % | 248.175 $ | -446 $ | -0,2 % |
| Riverstone Advisors, LLC | 260.384 $ | +663 $ | +0,3 % | 259.721 $ | ||||||||
| Engineers Gate Manager LP | 259.891 $ | |||||||||||
| Arnold Financial Planning LLC | 259.703 $ | |||||||||||
| LANDAAS & CO /WI /ADV | 258.373 $ | |||||||||||
| United Community Bank | 257.599 $ | +42.572 $ | +19,8 % | 215.027 $ | +122.506 $ | +132,4 % | 92.521 $ | -165.263 $ | -64,1 % | |||
| Ramsay, Stattman, Vela & Price, Inc. | 218.539 $ | -38.996 $ | -15,1 % | 257.535 $ | +30.118 $ | +13,2 % | 227.417 $ | -3.640 $ | -1,6 % | 231.057 $ | +3.283 $ | +1,4 % |
| Planned Solutions, Inc. | 235.775 $ | +1.144 $ | +0,5 % | 234.631 $ | -722 $ | -0,3 % | 235.353 $ | -21.239 $ | -8,3 % | 256.592 $ | ||
| Ardent Capital Management, Inc. | 229.680 $ | -26.604 $ | -10,4 % | 256.284 $ | +33.987 $ | +15,3 % | 222.297 $ | -2.465 $ | -1,1 % | |||
| WELCH CAPITAL PARTNERS LLC/NY | 256.000 $ | +40.000 $ | +18,5 % | 216.000 $ | +8.000 $ | +3,8 % | 208.000 $ | +4.000 $ | +2,0 % | |||
| Marin Bay Wealth Advisors, LLC | 255.745 $ | +11.889 $ | +4,9 % | 243.856 $ | ||||||||
| SHAKER INVESTMENTS LLC/OH | 254.999 $ | +3.623 $ | +1,4 % | |||||||||
| Cladis Investment Advisory, LLC | 253.878 $ | |||||||||||
| ETF Portfolio Partners, Inc. | 219.360 $ | -33.992 $ | -13,4 % | 253.352 $ | -36.300 $ | -12,5 % | ||||||
| GRANDFIELD & DODD, LLC | 251.171 $ | +39.689 $ | +18,8 % | 211.482 $ | +7.671 $ | +3,8 % | 203.811 $ | |||||
| MeadowBrook Investment Advisors LLC | 250.807 $ | +79.676 $ | +46,6 % | 171.131 $ | +2.806 $ | +1,7 % | 168.325 $ | +1.333 $ | +0,8 % | |||
| Strid Group, LLC | 250.011 $ | -764.977 $ | -75,4 % | |||||||||
| Great Lakes Retirement, Inc. | 223.730 $ | -25.958 $ | -10,4 % | 249.688 $ | +21.255 $ | +9,3 % | 228.433 $ | +2.247 $ | +1,0 % | |||
| Western Financial Corp/CA | 214.950 $ | -33.451 $ | -13,5 % | 248.401 $ | +38.137 $ | +18,1 % | 210.264 $ | -854.414 $ | -80,3 % | |||
| Cordatus Wealth Management LLC | 242.668 $ | -5.023 $ | -2,0 % | 247.691 $ | +39.139 $ | +18,8 % | 208.552 $ | +7.565 $ | +3,8 % | 200.987 $ | -257.752 $ | -56,2 % |
| D.B. Root & Company, LLC | 247.576 $ | +31.764 $ | +14,7 % | 215.812 $ | +5.861 $ | +2,8 % | 209.951 $ | +3.178 $ | +1,5 % | |||
| FARMERS TRUST CO | 235.779 $ | -11.066 $ | -4,5 % | 246.845 $ | ||||||||
| CLARK FINANCIAL SERVICES GROUP INC /BD | 241.613 $ | -5.002 $ | -2,0 % | 246.615 $ | +38.969 $ | +18,8 % | 207.646 $ | +149 $ | +0,1 % | 207.497 $ | ||
| Cypress Capital, LLC | 240.539 $ | -4.712 $ | -1,9 % | 245.251 $ | ||||||||
| Yoder Wealth Management, Inc. | 239.016 $ | -4.948 $ | -2,0 % | 243.964 $ | +38.550 $ | +18,8 % | 205.414 $ | |||||
| Liberty Atlantic Advisors LLC | 211.253 $ | -32.290 $ | -13,3 % | 243.543 $ | ||||||||
| True Wealth Design, LLC | 2.598 $ | -53 $ | -2,0 % | 2.651 $ | -230.033 $ | -98,9 % | 232.684 $ | -10.660 $ | -4,4 % | 243.344 $ | +169.753 $ | +230,7 % |
| Robinswood Financial LLC | 243.145 $ | +13.288 $ | +5,8 % | 229.857 $ | +9.061 $ | +4,1 % | 220.796 $ | +13.385 $ | +6,5 % | |||
| TERRIL BROTHERS, INC. | 242.736 $ | -192 $ | -0,1 % | 242.928 $ | +96 $ | +0,0 % | 242.832 $ | -672 $ | -0,3 % | |||
| ATLas Financial Planning LLC | 242.058 $ | +38.248 $ | +18,8 % | 203.810 $ | ||||||||
| Penbrook Management LLC | 237.529 $ | -1.099 $ | -0,5 % | 238.628 $ | -845 $ | -0,4 % | 239.473 $ | -2.366 $ | -1,0 % | 241.839 $ | -5.118 $ | -2,1 % |
| Indiana Trust & Investment Management Co | 233.950 $ | -7.564 $ | -3,1 % | 241.514 $ | +51.411 $ | +27,0 % | 190.103 $ | +30.999 $ | +19,5 % | 159.104 $ | -12.897 $ | -7,5 % |
| Ariadne Wealth Management, LP | 240.932 $ | +22.660 $ | +10,4 % | 218.272 $ | -15.727 $ | -6,7 % | 233.999 $ | +13.261 $ | +6,0 % | |||
| Evelyn Partners Asset Management Ltd | 240.527 $ | +52.838 $ | +28,2 % | 187.689 $ | -5.495 $ | -2,8 % | ||||||
| Orographic Financial Advisors, LLC | 239.000 $ | +28.000 $ | +13,3 % | 211.000 $ | ||||||||
| Trellis Wealth Advisors LLC | 233.335 $ | -4.830 $ | -2,0 % | 238.165 $ | +37.633 $ | +18,8 % | 200.532 $ | |||||
| SEAVIEW INVESTMENT MANAGERS LLC | 237.575 $ | -227 $ | -0,1 % | 237.802 $ | +39.633 $ | +20,0 % | ||||||
| AUA CAPITAL MANAGEMENT, LLC | 235.329 $ | -934 $ | -0,4 % | 236.263 $ | -187 $ | -0,1 % | 236.450 $ | |||||
| NIXON PEABODY TRUST CO | 235.928 $ | |||||||||||
| NovaPoint Capital, LLC | 235.509 $ | |||||||||||
| PARAGON FINANCIAL PARTNERS, INC. | 235.056 $ | +9.657 $ | +4,3 % | 225.399 $ | +9.376 $ | +4,3 % | 216.023 $ | -750 $ | -0,3 % | |||
| Privatperson | 220.368 $ | -13.771 $ | -5,9 % | 234.139 $ | -185 $ | -0,1 % | 234.324 $ | +92 $ | +0,0 % | 234.232 $ | -648 $ | -0,3 % |
| Efficient Advisors, LLC | 224.969 $ | -9.250 $ | -3,9 % | 234.219 $ | -3.084 $ | -1,3 % | ||||||
| Shira Ridge Wealth Management | 233.993 $ | +504 $ | +0,2 % | |||||||||
| Truvestments Capital LLC | 194.786 $ | -38.818 $ | -16,6 % | 233.604 $ | +78.964 $ | +51,1 % | 154.640 $ | +35.291 $ | +29,6 % | |||
| Creekmur Asset Management LLC | 232.794 $ | +74.855 $ | +47,4 % | 157.939 $ | -47.630.812 $ | -99,7 % | ||||||
| Smith Partners Wealth Management, LLC | 232.328 $ | +4.693 $ | +2,1 % | 227.635 $ | ||||||||
| Stolper Co | 227.000 $ | -5.000 $ | -2,2 % | 232.000 $ | ||||||||
| SeaBridge Investment Advisors LLC | 216.213 $ | -15.495 $ | -6,7 % | 231.708 $ | ||||||||
| Strategic Investment Solutions, Inc. /IL | 231.164 $ | +31.448 $ | +15,7 % | 199.716 $ | +87.098 $ | +77,3 % | 112.618 $ | +11.533 $ | +11,4 % | |||
| Wellington Shields & Co., LLC | 141.200 $ | -500 $ | -0,4 % | 141.700 $ | -88.712 $ | -38,5 % | 230.412 $ | +30.142 $ | +15,1 % | |||
| Douglass Winthrop Advisors, LLC | 230.047 $ | |||||||||||
| COOPER/HAIMS ADVISORS, LLC | 227.757 $ | |||||||||||
| NerdWallet Wealth Partners, LLC | 227.702 $ | |||||||||||
| Cornerstone Planning, LLC | 226.346 $ | -1.310 $ | -0,6 % | 227.656 $ | ||||||||
| Luminist Capital LLC | 226.605 $ | +76.214 $ | +50,7 % | 150.391 $ | +36.706 $ | +32,3 % | 113.685 $ | -41.378 $ | -26,7 % | |||
| KG Capital Management | 226.344 $ | +5.407 $ | +2,4 % | |||||||||
| CLARIS ADVISORS, LLC / MO / | 226.243 $ | |||||||||||
| UNION SAVINGS BANK | 226.001 $ | +155.670 $ | +221,3 % | 70.331 $ | +11.114 $ | +18,8 % | 59.217 $ | +2.148 $ | +3,8 % | 57.069 $ | ||
| Elm3 Financial Group, LLC | 225.897 $ | |||||||||||
| IPG Investment Advisors LLC | 225.866 $ | |||||||||||
| Summit Financial Strategies, Inc. | 219.328 $ | -6.135 $ | -2,7 % | 225.463 $ | ||||||||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 224.679 $ | +78.682 $ | +53,9 % | 145.997 $ | +220 $ | +0,2 % | 145.777 $ | +8.865 $ | +6,5 % | |||
| Smith Asset Management Co., LLC | 224.502 $ | |||||||||||
| HT Partners LLC | 219.375 $ | -4.542 $ | -2,0 % | 223.917 $ | ||||||||
| NORTHEAST INVESTMENT MANAGEMENT | 223.668 $ | |||||||||||
| PROATHLETE WEALTH MANAGEMENT LLC | 218.754 $ | -4.516 $ | -2,0 % | 223.270 $ | +19.720 $ | +9,7 % | 203.550 $ | +8.469 $ | +4,3 % | 195.081 $ | +4.238 $ | +2,2 % |
| JHP Wealth Management, LLC | 223.041 $ | |||||||||||
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 205.495 $ | -8.718 $ | -4,1 % | 214.213 $ | -7.839 $ | -3,5 % | 222.052 $ | -29.413.315 $ | -99,3 % | |||
| First Affirmative Financial Network | 220.822 $ | |||||||||||
| BITTERROOT CAPITAL ADVISORS LLC | 219.392 $ | +36.085 $ | +19,7 % | 183.307 $ | +6.649 $ | +3,8 % | 176.658 $ | |||||
| Fortune Financial Advisors, LLC | 218.978 $ | |||||||||||
| TOTAL INVESTMENT MANAGEMENT INC | 218.752 $ | +12.051 $ | +5,8 % | 206.701 $ | +2.005 $ | +1,0 % | 204.696 $ | -9.962 $ | -4,6 % | |||
| Advanced Asset Management Advisors Inc | 204.600 $ | -9.960 $ | -4,6 % | 214.560 $ | +1.560 $ | +0,7 % | 213.000 $ | -5.640 $ | -2,6 % | 218.640 $ | -240 $ | -0,1 % |
| BLUELINE ADVISORS LLC | 218.065 $ | +7.382 $ | +3,5 % | 210.683 $ | -2.223 $ | -1,0 % | 212.906 $ | +111.195 $ | +109,3 % | 101.711 $ | ||
| RPG Investment Advisory, LLC | 214.668 $ | -3.201 $ | -1,5 % | 217.869 $ | ||||||||
| ATWOOD & PALMER INC | 208.313 $ | -1.354 $ | -0,6 % | 209.667 $ | +5.182 $ | +2,5 % | 204.485 $ | -12.872 $ | -5,9 % | 217.357 $ | -75.168 $ | -25,7 % |
| Berkshire Money Management, Inc. | 217.266 $ | -39.353 $ | -15,3 % | |||||||||
| Nadler Financial Group, Inc. | 217.121 $ | +4.199 $ | +2,0 % | |||||||||
| BURNS J W & CO INC/NY | 215.885 $ | -998 $ | -0,5 % | 216.883 $ | ||||||||
| Purkiss Capital Advisors LLC | 216.836 $ | |||||||||||
| Morton Brown Family Wealth, LLC | 206.587 $ | -9.293 $ | -4,3 % | 215.880 $ | +39.157 $ | +22,2 % | 176.723 $ | -26.196 $ | -12,9 % | |||
| Torren Management, LLC | 215.736 $ | +30.930 $ | +16,7 % | 184.806 $ | ||||||||
| Altiora Financial Group, LLC | 215.384 $ | |||||||||||
| Elevation Advisory Partners LLC | 214.876 $ | |||||||||||
| KCM INVESTMENT ADVISORS LLC | 214.566 $ | |||||||||||
| Heartwood Wealth Advisors LLC | 214.307 $ | -89.187 $ | -29,4 % | |||||||||
| Exchange Bank | 213.856 $ | |||||||||||
| Covestor Ltd | 213.000 $ | +40.000 $ | +23,1 % | 173.000 $ | +55.000 $ | +46,6 % | 118.000 $ | +1.000 $ | +0,9 % | |||
| Francis Financial, Inc. | 212.982 $ | |||||||||||
| Vertrix Wealth Management, LLC | 212.502 $ | |||||||||||
| Oath Planning, LLC | 207.197 $ | -4.454 $ | -2,1 % | 211.651 $ | ||||||||
| Sunrise Financial Services, LLC | 132.769 $ | -72.557 $ | -35,3 % | 205.326 $ | -5.735 $ | -2,7 % | 211.061 $ | +50.558 $ | +31,5 % | 160.503 $ | ||
| DDD Partners, LLC | 209.931 $ | -772 $ | -0,4 % | 210.703 $ | ||||||||
| PFW Advisors LLC | 210.144 $ | |||||||||||
| SEMITAM BONAM LLC | 209.810 $ | |||||||||||
| TCTC Holdings, LLC | 209.502 $ | +117.411 $ | +127,5 % | 92.091 $ | +1.781 $ | +2,0 % | ||||||
| Nalls Sherbakoff Group, LLC | 93.861 $ | -114.492 $ | -55,0 % | 208.353 $ | +64.015 $ | +44,4 % | 144.338 $ | -548.246 $ | -79,2 % | |||
| Client First Investment Management LLC | 208.303 $ | -10.890 $ | -5,0 % | |||||||||
| KilterHowling LLC | 208.197 $ | |||||||||||
| Martin Capital Partners, LLC | 208.123 $ | +1.009 $ | +0,5 % | 207.114 $ | ||||||||
| Genesis Financial Group, LLC | 206.955 $ | |||||||||||
| GreatBanc Trust CO | 206.934 $ | |||||||||||
| BCS Private Wealth Management, Inc. | 206.437 $ | |||||||||||
| Q3 Asset Management | 206.000 $ | |||||||||||
| New World Advisors LLC | 205.288 $ | |||||||||||
| Hippocratic Financial Advisors, LLC | 204.721 $ | |||||||||||
| BCK Partners, Inc. | 204.013 $ | |||||||||||
| Praetorian Wealth Management, Inc. | 203.869 $ | |||||||||||
| Measured Wealth Private Client Group, LLC | 203.863 $ | +16.395 $ | +8,7 % | 187.468 $ | +1.337 $ | +0,7 % | 186.131 $ | -52.004 $ | -21,8 % | |||
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 202.416 $ | +2.256 $ | +1,1 % | 200.160 $ | ||||||||
| UHLMANN PRICE SECURITIES, LLC | 202.224 $ | |||||||||||
| Oak Harvest Investment Services | 188.982 $ | -7.759 $ | -3,9 % | 196.741 $ | -5.209 $ | -2,6 % | 201.950 $ | -41.098 $ | -16,9 % | |||
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 201.703 $ | +37.413 $ | +22,8 % | 164.290 $ | +4.764 $ | +3,0 % | 159.526 $ | -3.853 $ | -2,4 % | |||
| Regency Capital Management Inc.\DE | 201.660 $ | |||||||||||
| West Financial Advisors, LLC | 201.467 $ | +31.835 $ | +18,8 % | 169.632 $ | +6.152 $ | +3,8 % | 163.480 $ | |||||
| SHAYNE & JACOBS, LLC | 200.970 $ | -343.694 $ | -63,1 % | |||||||||
| Curated Wealth Partners LLC | 200.952 $ | |||||||||||
| Sara-Bay Financial | 200.906 $ | |||||||||||
| Clarity Financial LLC | 200.059 $ | |||||||||||
| GREENUP STREET WEALTH MANAGEMENT LLC | 200.007 $ | |||||||||||
| Rakuten Securities, Inc. | 198.934 $ | +37.613 $ | +23,3 % | 161.321 $ | +83.141 $ | +106,3 % | 78.180 $ | +27.676 $ | +54,8 % | |||
| Mowery & Schoenfeld Wealth Management, LLC | 198.329 $ | +60.712 $ | +44,1 % | 137.617 $ | +7.548 $ | +5,8 % | 130.069 $ | +3.520 $ | +2,8 % | |||
| Polaris Financial Partners | 195.000 $ | |||||||||||
| Anchor Bay Capital, Inc. | 193.401 $ | |||||||||||
| Frazier Financial Advisors, LLC | 123.846 $ | -69.549 $ | -36,0 % | 193.395 $ | +79.150 $ | +69,3 % | 114.245 $ | +8.744 $ | +8,3 % | |||
| POM Investment Strategies, LLC | 117.391 $ | +56.568 $ | +93,0 % | 60.823 $ | -17.082 $ | -21,9 % | 77.905 $ | -113.541 $ | -59,3 % | 191.446 $ | +150.215 $ | +364,3 % |
| Peck Wealth Management, LLC | 190.056 $ | +5.599 $ | +3,0 % | 184.457 $ | -555 $ | -0,3 % | 185.012 $ | -7.120 $ | -3,7 % | |||
| Purpose Unlimited Inc. | 188.609 $ | +29.568 $ | +18,6 % | 159.041 $ | +133.600 $ | +525,1 % | 25.441 $ | |||||
| Imprint Wealth LLC | 90.458 $ | +8.218 $ | +10,0 % | 82.240 $ | -103.354 $ | -55,7 % | 185.594 $ | -106.019 $ | -36,4 % | |||
| Moisand Fitzgerald Tamayo, LLC | 172.296 $ | +53.428 $ | +44,9 % | 118.868 $ | +13.842 $ | +13,2 % | 105.026 $ | +10.366 $ | +11,0 % | 94.660 $ | +28 $ | +0,0 % |
| Hilltop National Bank | 169.151 $ | +2.237 $ | +1,3 % | 166.914 $ | +10.421 $ | +6,7 % | 156.493 $ | +18.577 $ | +13,5 % | 137.916 $ | +36.855 $ | +36,5 % |
| Southern Farm Bureau Life Insurance | 165.691 $ | -3.449 $ | -2,0 % | 169.140 $ | +28.379 $ | +20,2 % | 140.761 $ | +8.710 $ | +6,6 % | 132.051 $ | +12.814 $ | +10,7 % |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 167.005 $ | |||||||||||
| Hamrick Investment Counsel, llc | 23.610 $ | -141.435 $ | -85,7 % | 165.045 $ | +141.047 $ | +587,7 % | 23.998 $ | |||||
| Navigoe, LLC | 165.000 $ | +161.000 $ | +4.025,0 % | 4.000 $ | ||||||||
| GODSEY & GIBB, INC | 148.731 $ | -13.493 $ | -8,3 % | 162.224 $ | +35.594 $ | +28,1 % | 126.630 $ | -34.962 $ | -21,6 % | 161.592 $ | +115.700 $ | +252,1 % |
| High Note Wealth, LLC | 46.174 $ | -107.899 $ | -70,0 % | 154.073 $ | +42.497 $ | +38,1 % | 111.576 $ | +111.054 $ | +21.274,7 % | |||
| SOUTHERN MICHIGAN BANK & TRUST | 152.365 $ | -723 $ | -0,5 % | 153.088 $ | +24.190 $ | +18,8 % | 128.898 $ | |||||
| Ransom Advisory, Ltd | 150.238 $ | |||||||||||
| Goodman Advisory Group, LLC | 134.168 $ | -9.515 $ | -6,6 % | 143.683 $ | -55.525 $ | -27,9 % | ||||||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 100.989 $ | -2.734 $ | -2,6 % | 103.723 $ | +2.475 $ | +2,4 % | 101.248 $ | -41.370 $ | -29,0 % | 142.618 $ | -495 $ | -0,3 % |
| Rice Partnership, LLC | 99.438 $ | -42.079 $ | -29,7 % | 141.517 $ | +105.718 $ | +295,3 % | 35.799 $ | +9.566 $ | +36,5 % | |||
| Pflug Koory, LLC | 135.858 $ | -1.131 $ | -0,8 % | 136.989 $ | +4.969 $ | +3,8 % | 132.020 $ | +2.553 $ | +2,0 % | |||
| Bulwark Capital Corp | 135.456 $ | +133.829 $ | +8.225,5 % | 1.627 $ | +39 $ | +2,5 % | 1.588 $ | +52 $ | +3,4 % | 1.536 $ | -46 $ | -2,9 % |
| Hoese & Co LLP | 115.020 $ | -20.391 $ | -15,1 % | 135.411 $ | +38.322 $ | +39,5 % | 97.089 $ | -14.362 $ | -12,9 % | 111.451 $ | ||
| HFM Investment Advisors, LLC | 96.580 $ | -21.591 $ | -18,3 % | 118.171 $ | -16.060 $ | -12,0 % | 134.231 $ | -13.874 $ | -9,4 % | |||
| Capital Investment Counsel, Inc | 132.909 $ | +1.533 $ | +1,2 % | 131.376 $ | -158 $ | -0,1 % | 131.534 $ | -152 $ | -0,1 % | 131.686 $ | ||
| Cetera Trust Company, N.A | 56.480 $ | -56.000 $ | -49,8 % | 112.480 $ | -19.845 $ | -15,0 % | 132.325 $ | +75.225 $ | +131,7 % | |||
| SRH ADVISORS, LLC | 131.381 $ | +23.665 $ | +22,0 % | 107.716 $ | +3.300 $ | +3,2 % | 104.416 $ | +3.346 $ | +3,3 % | |||
| Bare Financial Services, Inc | 27.336 $ | +8.286 $ | +43,5 % | 19.050 $ | -109.156 $ | -85,1 % | 128.206 $ | +2.242 $ | +1,8 % | |||
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 128.046 $ | +22.724 $ | +21,6 % | |||||||||
| Global Trust Asset Management, LLC | 41.130 $ | -86.170 $ | -67,7 % | 127.300 $ | +39.862 $ | +45,6 % | 87.438 $ | +17.779 $ | +25,5 % | 69.659 $ | -44.724 $ | -39,1 % |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 126.522 $ | +14.267 $ | +12,7 % | 112.255 $ | +16.035 $ | +16,7 % | 96.220 $ | -24.772 $ | -20,5 % | |||
| PETERSON WEALTH MANAGEMENT | 123.995 $ | +20.407 $ | +19,7 % | 103.588 $ | ||||||||
| Longview Financial Advisors LLC | 85.160 $ | +8.242 $ | +10,7 % | 76.918 $ | -46.692 $ | -37,8 % | 123.610 $ | -38.606 $ | -23,8 % | |||
| Cornerstone Financial Management LLC | 122.435 $ | +17.228 $ | +16,4 % | 105.207 $ | -3.465 $ | -3,2 % | 108.672 $ | |||||
| Beacon Financial Strategies CORP | 121.672 $ | +7.651 $ | +6,7 % | 114.021 $ | ||||||||
| Quaker Wealth Management, LLC | 118.401 $ | -2.381 $ | -2,0 % | 120.782 $ | +5.641 $ | +4,9 % | 115.141 $ | -3.490 $ | -2,9 % | 118.631 $ | +7.323 $ | +6,6 % |
| UNC Management Company, Inc. | 115.061 $ | +37.679 $ | +48,7 % | 77.382 $ | ||||||||
| Your Advocates Ltd., LLP | 95.683 $ | -17.184 $ | -15,2 % | 112.867 $ | +30.826 $ | +37,6 % | 82.041 $ | +16.986 $ | +26,1 % | |||
| SWAN Capital LLC | 112.337 $ | +93.837 $ | +507,2 % | 18.500 $ | +7.717 $ | +71,6 % | 10.783 $ | -1.072 $ | -9,0 % | |||
| HOEY INVESTMENTS, INC | 110.675 $ | +17.489 $ | +18,8 % | 93.186 $ | -8.543 $ | -8,4 % | 101.729 $ | +13.659 $ | +15,5 % | |||
| FIRST FINANCIAL CORP /IN/ | 107.699 $ | -2.230 $ | -2,0 % | 109.929 $ | +13.151 $ | +13,6 % | 96.778 $ | +4.925 $ | +5,4 % | 91.853 $ | +6.355 $ | +7,4 % |
| Carolina Wealth Advisors, LLC | 1.274 $ | +171 $ | +15,5 % | 1.103 $ | -107.836 $ | -99,0 % | 108.939 $ | |||||
| Miller Capital Partners, Inc. | 106.103 $ | +11.038 $ | +11,6 % | 95.065 $ | -1.595 $ | -1,7 % | 96.660 $ | |||||
| Rydar Equities, Inc. | 105.797 $ | |||||||||||
| GROUP ONE TRADING LLC | 102.901 $ | |||||||||||
| JABODON PT CO | 100.549 $ | +17.940 $ | +21,7 % | 82.609 $ | +11.222 $ | +15,7 % | 71.387 $ | |||||
| Jackson, Grant Investment Advisers, Inc. | 100.305 $ | +24.999 $ | +33,2 % | 75.306 $ | +1.341 $ | +1,8 % | 73.965 $ | +2.419 $ | +3,4 % | |||
| Dogwood Wealth Management LLC | 98.739 $ | +22.575 $ | +29,6 % | 76.164 $ | -6.572 $ | -7,9 % | 82.736 $ | +44.578 $ | +116,8 % | |||
| Fairman Group, LLC | 94.166 $ | +15.488 $ | +19,7 % | 78.678 $ | +2.854 $ | +3,8 % | 75.824 $ | +2.725 $ | +3,7 % | |||
| CURIO WEALTH, LLC | 62.550 $ | -29.282 $ | -31,9 % | 91.832 $ | +76.004 $ | +480,2 % | ||||||
| Twin Tree Management, LP | 91.582 $ | |||||||||||
| Evensky & Katz LLC | 90.128 $ | +1.686 $ | +1,9 % | 88.442 $ | +3.419 $ | +4,0 % | 85.023 $ | +4.063 $ | +5,0 % | |||
| S&T BANK/PA | 84.536 $ | +4.223 $ | +5,3 % | 80.313 $ | -862 $ | -1,1 % | 81.175 $ | +309 $ | +0,4 % | |||
| First Bancorp, Inc /ME/ | 81.675 $ | |||||||||||
| MRP Capital Investments, LLC | 81.432 $ | +12.867 $ | +18,8 % | 68.565 $ | +2.487 $ | +3,8 % | 66.078 $ | +7.068 $ | +12,0 % | |||
| Bernard Wealth Management Corp. | 53.131 $ | -14.428 $ | -21,4 % | 67.559 $ | -13.458 $ | -16,6 % | 81.017 $ | +235 $ | +0,3 % | |||
| Costello Asset Management, INC | 79.107 $ | +12.149 $ | +18,1 % | 66.958 $ | -9.606 $ | -12,5 % | 76.564 $ | -151.035 $ | -66,4 % | |||
| BOCHK Asset Management Ltd | 78.120 $ | |||||||||||
| Brentview Investment Management LLC | 75.855 $ | -60 $ | -0,1 % | 75.915 $ | -39.061 $ | -34,0 % | ||||||
| VISION FINANCIAL MARKETS LLC | 25.619 $ | -27.029 $ | -51,3 % | 52.648 $ | -22.405 $ | -29,9 % | 75.053 $ | +600 $ | +0,8 % | |||
| CHELSEA COUNSEL CO | 36.370 $ | -36.651 $ | -50,2 % | 73.021 $ | -772 $ | -1,0 % | 73.793 $ | +528 $ | +0,7 % | |||
| WealthCollab, LLC | 73.735 $ | +6.935 $ | +10,4 % | 66.800 $ | +142 $ | +0,2 % | 66.658 $ | +31.644 $ | +90,4 % | |||
| Blume Capital Management, Inc. | 73.318 $ | +12.875 $ | +21,3 % | 60.443 $ | +49.294 $ | +442,1 % | 11.149 $ | +659 $ | +6,3 % | |||
| Redwood Park Advisors LLC | 73.187 $ | +5.896 $ | +8,8 % | 67.291 $ | +31.446 $ | +87,7 % | 35.845 $ | +1.330 $ | +3,9 % | |||
| Evolution Advisers, Inc. | 73.000 $ | +6.000 $ | +9,0 % | 67.000 $ | -2.000 $ | -2,9 % | 69.000 $ | -1.000 $ | -1,4 % | |||
| Frankly Finances, LLC | 72.119 $ | |||||||||||
| Gould Capital, LLC | 67.832 $ | +9.101 $ | +15,5 % | 58.731 $ | ||||||||
| Stephens Consulting, LLC | 65.382 $ | +1.034 $ | +1,6 % | |||||||||
| Eagle Bay Advisors LLC | 65.377 $ | -134.994 $ | -67,4 % | |||||||||
| Kozak & Associates, Inc. | 65.152 $ | +4.286 $ | +7,0 % | 60.866 $ | +2.545 $ | +4,4 % | 58.321 $ | +4.719 $ | +8,8 % | |||
| Kentucky Trust Co | 60.708 $ | -1.256 $ | -2,0 % | 61.964 $ | +9.791 $ | +18,8 % | 52.173 $ | +1.892 $ | +3,8 % | 50.281 $ | +973 $ | +2,0 % |
| Twin Lakes Capital Management, LLC | 58.186 $ | +9.570 $ | +19,7 % | 48.616 $ | +1.764 $ | +3,8 % | 46.852 $ | +906 $ | +2,0 % | |||
| Bear Mountain Capital, Inc. | 58.019 $ | +25.984 $ | +81,1 % | 32.035 $ | -120 $ | -0,4 % | 32.155 $ | -28.577 $ | -47,1 % | |||
| Roxbury Financial LLC | 56.850 $ | -198 $ | -0,3 % | 57.048 $ | +3.784 $ | +7,1 % | 53.264 $ | -2.447 $ | -4,4 % | 55.711 $ | +590 $ | +1,1 % |
| Atomic Invest LLC | 56.384 $ | +21.177 $ | +60,1 % | 35.207 $ | -7.371 $ | -17,3 % | 42.578 $ | |||||
| Game Plan Financial Advisors, LLC | 56.146 $ | +28.038 $ | +99,8 % | 28.108 $ | -688 $ | -2,4 % | 28.796 $ | -3.602 $ | -11,1 % | |||
| William B. Walkup & Associates, Inc. | 55.314 $ | |||||||||||
| Privatperson | 55.000 $ | +10.000 $ | +22,2 % | 45.000 $ | -7.000 $ | -13,5 % | 52.000 $ | +1.000 $ | +2,0 % | |||
| Friedenthal Financial | 6.832 $ | +2.098 $ | +44,3 % | 4.734 $ | -50.032 $ | -91,4 % | 54.766 $ | |||||
| Trifecta Capital Advisors, LLC | 46.320 $ | -7.836 $ | -14,5 % | 54.156 $ | +12.698 $ | +30,6 % | 41.458 $ | +1.184 $ | +2,9 % | 40.274 $ | +528 $ | +1,3 % |
| Avalon Trust Co | 33.136 $ | -20.432 $ | -38,1 % | 53.568 $ | +7.776 $ | +17,0 % | 45.792 $ | +112 $ | +0,2 % | |||
| Silicon Valley Capital Partners | 53.265 $ | +8.764 $ | +19,7 % | 44.501 $ | +30.923 $ | +227,7 % | ||||||
| Private Wealth Management Group, LLC | 53.185 $ | +39.930 $ | +301,2 % | 13.255 $ | +2.095 $ | +18,8 % | 11.160 $ | +404 $ | +3,8 % | 10.756 $ | ||
| PROTECTIVE LIFE CORP | 52.697 $ | |||||||||||
| Legacies Wealth LLC | 50.336 $ | |||||||||||
| Field & Main Bank | 30.514 $ | +5.145 $ | +20,3 % | 25.369 $ | -24.223 $ | -48,8 % | 49.592 $ | +27.453 $ | +124,0 % | |||
| Cheviot Value Management, LLC | 49.298 $ | +44.022 $ | +834,4 % | 5.276 $ | -173 $ | -3,2 % | 5.449 $ | +327 $ | +6,4 % | |||
| ESL Trust Services, LLC | 48.773 $ | +13.341 $ | +37,7 % | 35.432 $ | +1.281 $ | +3,8 % | 34.151 $ | -38.997 $ | -53,3 % | |||
| High Point Wealth Management, LLC | 48.008 $ | |||||||||||
| FIRST COMMUNITY TRUST NA | 43.969 $ | +7.029 $ | +19,0 % | 36.940 $ | +5.190 $ | +16,3 % | 31.750 $ | -6.766 $ | -17,6 % | 38.516 $ | +17.161 $ | +80,4 % |
| Quarry LP | 43.077 $ | |||||||||||
| MILLER WEALTH ADVISORS, LLC | 33.186 $ | -3.506 $ | -9,6 % | 36.692 $ | -4.005 $ | -9,8 % | 40.697 $ | -5.804 $ | -12,5 % | |||
| Newton One Investments LLC | 38.227 $ | -791 $ | -2,0 % | 39.018 $ | +6.165 $ | +18,8 % | 32.853 $ | -556 $ | -1,7 % | 33.409 $ | -4.298 $ | -11,4 % |
| Marquette Asset Management, LLC | 37.740 $ | -781 $ | -2,0 % | 38.521 $ | +6.087 $ | +18,8 % | 32.434 $ | -37.561 $ | -53,7 % | |||
| CAPITAL & PLANNING, LLC | 38.287 $ | |||||||||||
| West Branch Capital LLC | 36.360 $ | -753 $ | -2,0 % | 37.113 $ | +2.586 $ | +7,5 % | 34.527 $ | +4.412 $ | +14,7 % | 30.115 $ | +582 $ | +2,0 % |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 36.819 $ | |||||||||||
| BARD ASSOCIATES INC | 36.288 $ | |||||||||||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 23.000 $ | -13.000 $ | -36,1 % | 36.000 $ | +13.000 $ | +56,5 % | ||||||
| Ares Financial Consulting, LLC | 32.684 $ | -2.736 $ | -7,7 % | 35.420 $ | +4.449 $ | +14,4 % | 30.971 $ | +807 $ | +2,7 % | 30.164 $ | ||
| Strengthening Families & Communities, LLC | 34.674 $ | +28.871 $ | +497,5 % | 5.803 $ | +143 $ | +2,5 % | 5.660 $ | +204 $ | +3,7 % | |||
| Wealth Analytics Partners, LLC | 34.114 $ | |||||||||||
| Privatperson | 33.380 $ | +2.280 $ | +7,3 % | 31.100 $ | ||||||||
| Davis Capital Management | 25.781 $ | -5.574 $ | -17,8 % | 31.355 $ | +5.470 $ | +21,1 % | 25.885 $ | +2.872 $ | +12,5 % | 23.013 $ | -3.695 $ | -13,8 % |
| MOGY JOEL R INVESTMENT COUNSEL INC | 30.760 $ | |||||||||||
| University of Maryland Foundation, Inc. | 30.275 $ | |||||||||||
| CBIZ Investment Advisory Services, LLC | 29.899 $ | +0 $ | +0,0 % | 29.899 $ | +1.855 $ | +6,6 % | 28.044 $ | -172.860 $ | -86,0 % | |||
| DiNuzzo Private Wealth, Inc. | 29.552 $ | +9.071 $ | +44,3 % | 20.481 $ | +1.195 $ | +6,2 % | 19.286 $ | -1.030 $ | -5,1 % | 20.316 $ | -12.479 $ | -38,1 % |
| TrinityBridge Ltd | 29.000 $ | |||||||||||
| Deane Retirement Strategies, Inc. | 2.191 $ | -46 $ | -2,1 % | 2.237 $ | +144 $ | +6,9 % | 2.093 $ | -26.812 $ | -92,8 % | 28.905 $ | ||
| TOP Private Wealth LLC. | 28.860 $ | |||||||||||
| Point Nemo Capital, LLC | 28.249 $ | |||||||||||
| Cornerstone National Bank & Trust Co | 27.912 $ | +280 $ | +1,0 % | 27.632 $ | +2.148 $ | +8,4 % | 25.484 $ | -1.193 $ | -4,5 % | 26.677 $ | +275 $ | +1,0 % |
| Hickory Point Bank & Trust | 16.151 $ | -334 $ | -2,0 % | 16.485 $ | -10.554 $ | -39,0 % | 27.039 $ | |||||
| Catherine Avery Investment Management LLC | 19.099 $ | -1.255 $ | -6,2 % | 20.354 $ | -3.185 $ | -13,5 % | 23.539 $ | +243 $ | +1,0 % | |||
| Union Bancaire Privee, UBP SA | 22.750 $ | +4.079 $ | +21,8 % | 18.671 $ | +445 $ | +2,4 % | 18.226 $ | |||||
| CNB Bank | 22.450 $ | +4.245 $ | +23,3 % | 18.205 $ | +661 $ | +3,8 % | 17.544 $ | +339 $ | +2,0 % | |||
| PARADIGM ASSET MANAGEMENT CO LLC | 21.700 $ | +4.158 $ | +23,7 % | |||||||||
| Evelyn Partners Investment Management Services Ltd | 21.283 $ | +860 $ | +4,2 % | 20.423 $ | -2.823 $ | -12,1 % | ||||||
| OXFORD FINANCIAL GROUP, LTD. LLC | 20.793 $ | +3.286 $ | +18,8 % | 17.507 $ | +635 $ | +3,8 % | 16.872 $ | -204.613 $ | -92,4 % | |||
| Accent Capital Management, LLC | 20.712 $ | +1.948 $ | +10,4 % | 18.764 $ | +40 $ | +0,2 % | 18.724 $ | +0 $ | +0,0 % | |||
| North Ridge Wealth Advisors, Inc. | 19.073 $ | +681 $ | +3,7 % | 18.392 $ | -5.320 $ | -22,4 % | ||||||
| Burk Holdings LLC | 7.373 $ | -11.432 $ | -60,8 % | 18.805 $ | ||||||||
| Founders Capital Management | 18.387 $ | +2.495 $ | +15,7 % | 15.892 $ | +7.439 $ | +88,0 % | 8.453 $ | +6.789 $ | +408,0 % | |||
| Lummis Asset Management, LP | 4.473 $ | -11.864 $ | -72,6 % | 16.337 $ | -110 $ | -0,7 % | 16.447 $ | |||||
| SFAM, LLC | 16.044 $ | +383 $ | +2,4 % | 15.661 $ | +316 $ | +2,1 % | 15.345 $ | |||||
| PEOPLES FINANCIAL SERVICES CORP. | 15.345 $ | |||||||||||
| Osbon Capital Management LLC | 14.602 $ | -684 $ | -4,5 % | 15.286 $ | ||||||||
| 3 FACTOR INDEXING, LLC | 15.246 $ | |||||||||||
| Kopp Family Office, LLC | 14.528 $ | -300 $ | -2,0 % | 14.828 $ | -60.980 $ | -80,4 % | ||||||
| Financial Life Planners | 9.239 $ | -5.063 $ | -35,4 % | 14.302 $ | -756.920 $ | -98,1 % | ||||||
| Evergreen Advisors, LLC | 13.977 $ | |||||||||||
| DecisionPoint Financial, LLC | 2.977 $ | +1.301 $ | +77,6 % | 1.676 $ | -11.305 $ | -87,1 % | 12.981 $ | |||||
| ENTRUST FINANCIAL LLC | 12.708 $ | |||||||||||
| Byrne Asset Management LLC | 10.284 $ | -2.214 $ | -17,7 % | 12.498 $ | +1.044 $ | +9,1 % | 11.454 $ | +1.038 $ | +10,0 % | 10.416 $ | +175 $ | +1,7 % |
| Paladin Partners, LLC | 11.609 $ | |||||||||||
| Go Invest LLC | 1.191 $ | -10.153 $ | -89,5 % | 11.344 $ | +1.303 $ | +13,0 % | 10.041 $ | +4.949 $ | +97,2 % | 5.092 $ | ||
| BankChampaign, National Association | 11.159 $ | |||||||||||
| BURKETT FINANCIAL SERVICES, LLC | 11.090 $ | |||||||||||
| Banque Transatlantique SA | 11.021 $ | |||||||||||
| Merrithew & Thorsten Inc | 11.000 $ | +0 $ | +0,0 % | 11.000 $ | +1.000 $ | +10,0 % | 10.000 $ | |||||
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3.518 $ | +83 $ | +2,4 % | 3.435 $ | -7.418 $ | -68,3 % | 10.853 $ | +4.357 $ | +67,1 % | |||
| STANCE CAPITAL LLC | 9.938 $ | -1.508 $ | -13,2 % | |||||||||
| Deseret Mutual Benefit Administrators | 9.861 $ | -8 $ | -0,1 % | 9.869 $ | +4 $ | +0,0 % | 9.865 $ | -27 $ | -0,3 % | |||
| Magnolia Wealth Management, LLC | 9.207 $ | |||||||||||
| Wealth Preservation Advisors, LLC | 8.874 $ | +264 $ | +3,1 % | 8.610 $ | +131 $ | +1,5 % | ||||||
| RHL GROUP, LLC | 5.043 $ | +3.472 $ | +221,0 % | 1.571 $ | -6.381 $ | -80,2 % | 7.952 $ | |||||
| VIRTUS ADVISERS, LLC | 7.594 $ | +248 $ | +3,4 % | 7.346 $ | +1.586 $ | +27,5 % | 5.760 $ | -388 $ | -6,3 % | |||
| Hara Capital LLC | 6.856 $ | +132 $ | +2,0 % | |||||||||
| Sawyer & Company, Inc | 6.388 $ | +180 $ | +2,9 % | 6.208 $ | -6.792 $ | -52,2 % | ||||||
| XP Advisory US, Inc. | 6.213 $ | |||||||||||
| Intentional Wealth Strategies, LLC | 5.488 $ | |||||||||||
| BROOKFIELD Corp /ON/ | 243 $ | -3.594 $ | -93,7 % | 3.837 $ | ||||||||
| Mountain Hill Investment Partners Corp. | 3.830 $ | +301 $ | +8,5 % | 3.529 $ | +4 $ | +0,1 % | 3.525 $ | +75 $ | +2,2 % | |||
| ROSS\JOHNSON & Associates LLC | 3.816 $ | +628 $ | +19,7 % | 3.188 $ | +48 $ | +1,5 % | 3.140 $ | -5.382 $ | -63,2 % | |||
| SIMS INVESTMENT MANAGEMENT, LLC | 3.408 $ | |||||||||||
| Palouse Capital Management, Inc. | 3.294 $ | |||||||||||
| Prudent Man Investment Management, Inc. | 3.294 $ | +0 $ | +0,0 % | 3.294 $ | +0 $ | +0,0 % | 3.294 $ | +735 $ | +28,7 % | |||
| Spurstone Advisory Services, LLC | 2.832 $ | +1.755 $ | +163,0 % | 1.077 $ | -253 $ | -19,0 % | 1.330 $ | +12 $ | +0,9 % | |||
| American Wealth Advisors, LLC | 2.072 $ | +75 $ | +3,8 % | |||||||||
| Tower View Wealth Management LLC | 1.862 $ | |||||||||||
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 1.805 $ | +30 $ | +1,7 % | |||||||||
| AFFINITY WEALTH LLC | 1.722 $ | |||||||||||
| Garner Asset Management Corp | 1.008 $ | |||||||||||
| Quattro Advisors LLC | 853 $ | |||||||||||
| Pillar Financial Advisors, LLC | 485 $ | -40.405 $ | -98,8 % | |||||||||
| Portus Wealth Advisors, LLC | 463 $ | |||||||||||
| Quantum Portfolio Management LLC | 216 $ | -356.816 $ | -99,9 % | |||||||||
| FIRST CITIZENS INVESTOR SERVICES, INC. | 0 $ | -6.968.449 $ | -100,0 % | |||||||||
| Total | 23.691.866.281 $ | -68.325.465 $ | +22,3 % | 332.259.460.098 $ | +43.789.902.190 $ | +108,4 % | 289.448.732.754 $ | +18.186.463.730 $ | +65,9 % | 268.806.950.071 $ | +2.821.381.536 $ | +179,4 % |