| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 1.114.072.845 $ | -39.274.089 $ | +10,1 % | 18.021.412.186 $ | +2.863.079.461 $ | +93,4 % | 15.012.869.447 $ | -480.236.366 $ | +29,0 % | 14.847.994.566 $ | +172.108.808 $ | +56,0 % |
| BANK OF AMERICA CORP /DE/ | 2.410.605.183 $ | +626.931.229 $ | +35,1 % | 1.783.673.954 $ | +36.772.936 $ | +2,1 % | 1.746.901.018 $ | +41.983.152 $ | +2,5 % | |||
| JPMORGAN CHASE & CO | 953.352.546 $ | +123.485.546 $ | +14,9 % | 829.867.000 $ | -48.155.517 $ | -5,5 % | 878.022.517 $ | -792.813.453 $ | -47,5 % | |||
| NORTHERN TRUST CORP | 939.938.448 $ | +139.464.061 $ | +17,4 % | 800.474.387 $ | +28.245.767 $ | +3,7 % | 772.228.620 $ | +30.781.656 $ | +4,2 % | |||
| MORGAN STANLEY | 910.906.592 $ | +195.091.133 $ | +27,3 % | 715.815.459 $ | +39.223.731 $ | +5,8 % | 676.591.728 $ | +52.851.350 $ | +8,5 % | |||
| Empower Advisory Group, LLC | 813.893.361 $ | +52.231.810 $ | +6,9 % | 761.661.551 $ | -144.510.642 $ | -15,9 % | 906.172.193 $ | +143.712.096 $ | +18,8 % | |||
| FMR LLC | 846.561.728 $ | +182.848.143 $ | +27,5 % | 663.713.585 $ | +54.801.152 $ | +9,0 % | 608.912.433 $ | +79.110.510 $ | +14,9 % | |||
| Betterment LLC | 674.146.000 $ | +70.581.000 $ | +11,7 % | 603.565.000 $ | +2.499.000 $ | +0,4 % | 601.066.000 $ | +16.898.000 $ | +2,9 % | |||
| TIAA TRUST, NATIONAL ASSOCIATION | 5.352.634 $ | +550.406 $ | +11,5 % | 4.802.228 $ | -663.412.110 $ | -99,3 % | 668.214.338 $ | -501.420 $ | -0,1 % | |||
| TIAA Wealth Investment Management LLC | 508.953.762 $ | +66.402.278 $ | +15,0 % | 442.551.484 $ | ||||||||
| LPL Financial LLC | 315.239.498 $ | +93.021.200 $ | +41,9 % | 222.218.298 $ | +29.744.756 $ | +15,5 % | 192.473.542 $ | +23.785.496 $ | +14,1 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 292.464.536 $ | -11.792.842 $ | -3,9 % | 304.257.378 $ | +890.831 $ | +0,3 % | 303.366.547 $ | +16.911.436 $ | +5,9 % | |||
| WELLS FARGO & COMPANY/MN | 289.604.960 $ | +31.302.234 $ | +12,1 % | 258.302.726 $ | -44.773.193 $ | -14,8 % | 303.075.919 $ | +47.411.753 $ | +18,5 % | |||
| UBS Group AG | 288.597.785 $ | +45.664.063 $ | +18,8 % | 242.933.722 $ | +39.782.220 $ | +19,6 % | 203.151.502 $ | +3.910.653 $ | +2,0 % | |||
| Wealthfront Advisers LLC | 269.644.136 $ | +40.204.556 $ | +17,5 % | 229.439.580 $ | -2.596.776 $ | -1,1 % | 232.036.356 $ | +14.901.425 $ | +6,9 % | |||
| Acorns Advisers, LLC | 269.569.000 $ | +33.234.000 $ | +14,1 % | 236.335.000 $ | -100.000 $ | -0,0 % | 236.435.000 $ | +9.941.000 $ | +4,4 % | |||
| GOLDMAN SACHS GROUP INC | 229.236.670 $ | -36.214.127 $ | -13,6 % | 265.450.797 $ | +45.187.619 $ | +20,5 % | 220.263.178 $ | -33.719.511 $ | -13,3 % | |||
| Creative Planning | 262.568.665 $ | +39.702.511 $ | +17,8 % | 222.866.154 $ | +11.350.093 $ | +5,4 % | 211.516.061 $ | +9.974.955 $ | +4,9 % | |||
| WIT, LLC | 250.463.707 $ | +11.757.339 $ | +4,9 % | 238.706.368 $ | +32.391.057 $ | +15,7 % | 206.315.311 $ | +7.095.624 $ | +3,6 % | |||
| US BANCORP \DE\ | 236.773.704 $ | +96.646.099 $ | +69,0 % | 140.127.605 $ | +29.774.147 $ | +27,0 % | 110.353.458 $ | -104.680 $ | -0,1 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 232.436.073 $ | +37.795.109 $ | +19,4 % | 194.640.964 $ | +10.593.266 $ | +5,8 % | 184.047.698 $ | +6.960.039 $ | +3,9 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 228.626.877 $ | +42.004.138 $ | +22,5 % | 186.622.739 $ | +8.638.934 $ | +4,9 % | 177.983.805 $ | +12.168.797 $ | +7,3 % | |||
| BlackRock, Inc. | 221.403.089 $ | +8.732.254 $ | +4,1 % | 212.670.835 $ | +39.028.187 $ | +22,5 % | 173.642.648 $ | +8.979.219 $ | +5,5 % | |||
| AMERIPRISE FINANCIAL INC | 214.272.933 $ | +28.527.760 $ | +15,4 % | 185.745.173 $ | +2.834.746 $ | +1,5 % | 182.910.427 $ | +198.602 $ | +0,1 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 208.018.355 $ | +25.852.372 $ | +14,2 % | 182.165.983 $ | ||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 195.086.996 $ | +28.483.110 $ | +17,1 % | 166.603.886 $ | +18.331.982 $ | +12,4 % | 148.271.904 $ | +12.220.209 $ | +9,0 % | |||
| HighTower Advisors, LLC | 173.524.244 $ | +46.172.607 $ | +36,3 % | 127.351.637 $ | +5.284.798 $ | +4,3 % | 122.066.839 $ | +32.286.938 $ | +36,0 % | |||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 158.700.368 $ | +18.802.966 $ | +13,4 % | 139.897.402 $ | +4.917.107 $ | +3,6 % | 134.980.295 $ | +1.801.278 $ | +1,4 % | |||
| JANE STREET GROUP, LLC | 27.808.883 $ | -8.682.769 $ | -23,8 % | 36.491.652 $ | -109.735.705 $ | -75,0 % | 146.227.357 $ | +138.007.490 $ | +1.679,0 % | |||
| M&T BANK CORP | 140.261.702 $ | +17.527.580 $ | +14,3 % | 122.734.122 $ | +6.781.554 $ | +5,8 % | 115.952.568 $ | +3.733.330 $ | +3,3 % | |||
| ROYAL BANK OF CANADA | 138.080.000 $ | +18.183.000 $ | +15,2 % | 119.897.000 $ | +2.400.000 $ | +2,0 % | 117.497.000 $ | +16.329.000 $ | +16,1 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 136.011.677 $ | +21.227.357 $ | +18,5 % | 114.784.320 $ | +4.206.247 $ | +3,8 % | 110.578.073 $ | +7.869.073 $ | +7,7 % | |||
| FIDUCIARY TRUST CO | 135.054.704 $ | +14.000.684 $ | +11,6 % | 121.054.020 $ | +4.669.567 $ | +4,0 % | 116.384.453 $ | +2.986.599 $ | +2,6 % | |||
| SPINNAKER TRUST | 93.618.835 $ | -6.860.439 $ | -6,8 % | 100.479.274 $ | +370.641 $ | +0,4 % | 100.108.633 $ | +2.317.330 $ | +2,4 % | |||
| FIFTH THIRD BANCORP | 94.400.991 $ | +8.419.616 $ | +9,8 % | 85.981.375 $ | +8.043.094 $ | +10,3 % | 77.938.281 $ | -2.573.979 $ | -3,2 % | |||
| MISSION WEALTH MANAGEMENT, LP | 85.398.894 $ | -8.897.096 $ | -9,4 % | 94.295.990 $ | +17.853.792 $ | +23,4 % | 76.442.198 $ | +1.119.572 $ | +1,5 % | 75.322.626 $ | +1.437.407 $ | +1,9 % |
| Cambridge Investment Research Advisors, Inc. | 92.903.000 $ | +44.391.000 $ | +91,5 % | 48.512.000 $ | +321.000 $ | +0,7 % | 48.191.000 $ | +5.598.000 $ | +13,1 % | |||
| Corient Private Wealth LP | 15.991.225 $ | -29.233.370 $ | -64,6 % | 45.224.595 $ | -43.880.363 $ | -49,2 % | 89.104.958 $ | +45.920.872 $ | +106,3 % | |||
| RAYMOND JAMES FINANCIAL INC | 88.555.473 $ | +22.368.502 $ | +33,8 % | 66.186.971 $ | +3.271.881 $ | +5,2 % | 62.915.090 $ | +14.444.462 $ | +29,8 % | |||
| MEITAV INVESTMENT HOUSE LTD | 86.154.537 $ | +80.377.726 $ | +1.391,4 % | 5.776.811 $ | +949.948 $ | +19,7 % | 4.826.863 $ | -822.264 $ | -14,6 % | |||
| EP Wealth Advisors, LLC | 85.231.526 $ | +13.939.768 $ | +19,6 % | 71.291.758 $ | +265.375 $ | +0,4 % | 71.026.383 $ | |||||
| SEI INVESTMENTS CO | 81.538.332 $ | +9.565.119 $ | +13,3 % | 71.973.213 $ | -642.702 $ | -0,9 % | 72.615.915 $ | +1.701.562 $ | +2,4 % | |||
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 79.894.665 $ | +186.072 $ | +0,2 % | 79.708.593 $ | ||||||||
| Beacon Pointe Advisors, LLC | 72.017.995 $ | +10.215.381 $ | +16,5 % | 61.802.614 $ | +28.021.040 $ | +82,9 % | 33.781.574 $ | +2.959.686 $ | +9,6 % | |||
| IMPACTfolio, LLC | 71.488.823 $ | +9.235.339 $ | +14,8 % | 62.253.484 $ | +4.468.895 $ | +7,7 % | 57.784.589 $ | +1.027.945 $ | +1,8 % | |||
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 36.707.630 $ | -8.957.152 $ | -19,6 % | 45.664.782 $ | -20.859.023 $ | -31,4 % | 66.523.805 $ | |||||
| Warner Group LLC | 65.027.954 $ | +47.634.541 $ | +273,9 % | 17.393.413 $ | +2.736.174 $ | +18,7 % | 14.657.239 $ | +1.091.188 $ | +8,0 % | |||
| Nicht ausgewiesen | 62.861.415 $ | +42.507.843 $ | +208,8 % | 20.353.572 $ | +5.875.745 $ | +40,6 % | 14.477.827 $ | +61.335 $ | +0,4 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 57.940.192 $ | +6.311.423 $ | +12,2 % | 51.628.769 $ | +218.900 $ | +0,4 % | 51.409.869 $ | +683.999 $ | +1,3 % | |||
| JONES FINANCIAL COMPANIES LLLP | 57.712.220 $ | +18.202.027 $ | +46,1 % | 39.510.193 $ | +7.878.435 $ | +24,9 % | 31.631.758 $ | +4.579.144 $ | +16,9 % | |||
| Mariner, LLC | 57.203.040 $ | +6.540.476 $ | +12,9 % | 50.662.564 $ | +3.710.944 $ | +7,9 % | 46.951.620 $ | +2.862.261 $ | +6,5 % | |||
| CITADEL ADVISORS LLC | 29.044.074 $ | +27.065.566 $ | +1.368,0 % | 1.978.508 $ | -53.262.138 $ | -96,4 % | 55.240.646 $ | +40.497.620 $ | +274,7 % | |||
| Cetera Investment Advisers | 53.966.854 $ | +2.219.371 $ | +4,3 % | 51.747.483 $ | +3.501.479 $ | +7,3 % | 48.246.004 $ | +4.874.410 $ | +11,2 % | |||
| MML INVESTORS SERVICES, LLC | 52.463.271 $ | +12.001.836 $ | +29,7 % | 40.461.435 $ | -2.922.541 $ | -6,7 % | 43.383.976 $ | +3.666.136 $ | +9,2 % | |||
| Ally Invest Advisors Inc. | 47.931.827 $ | +5.496.586 $ | +13,0 % | 42.435.241 $ | +1.314.079 $ | +3,2 % | 41.121.162 $ | +1.467.698 $ | +3,7 % | |||
| EASTERN BANK | 46.669.288 $ | -712.793 $ | -1,5 % | 47.382.081 $ | +2.967.642 $ | +6,7 % | 44.414.439 $ | +2.446.103 $ | +5,8 % | 41.968.336 $ | +691.041 $ | +1,7 % |
| Composition Wealth, LLC | 45.547.786 $ | +4.474.499 $ | +10,9 % | 41.073.287 $ | +1.120.059 $ | +2,8 % | 39.953.228 $ | +2.535.309 $ | +6,8 % | |||
| Vontobel Holding Ltd. | 41.600.000 $ | -3.144.000 $ | -7,0 % | 44.744.000 $ | +7.128.000 $ | +18,9 % | 37.616.000 $ | -547.400 $ | -1,4 % | 38.163.400 $ | -2.874.563 $ | -7,0 % |
| Olde Wealth Management, LLC | 44.619.000 $ | +4.152.000 $ | +10,3 % | 40.467.000 $ | +1.514.000 $ | +3,9 % | 38.953.000 $ | +894.000 $ | +2,3 % | |||
| Sand Hill Global Advisors, LLC | 44.241.334 $ | +4.697.508 $ | +11,9 % | 39.543.826 $ | +631.427 $ | +1,6 % | 38.912.399 $ | +8.806.194 $ | +29,3 % | |||
| FLOW TRADERS U.S. LLC | 229.000 $ | -1.528.000 $ | -87,0 % | 1.757.000 $ | -41.627.000 $ | -96,0 % | 43.384.000 $ | +35.262.000 $ | +434,2 % | |||
| YOUSIF CAPITAL MANAGEMENT, LLC | 42.778.665 $ | +5.805.676 $ | +15,7 % | 36.972.989 $ | -1.504.304 $ | -3,9 % | 38.477.293 $ | +2.283.120 $ | +6,3 % | |||
| STIFEL FINANCIAL CORP | 42.391.016 $ | +13.013.835 $ | +44,3 % | 29.377.181 $ | +2.657.548 $ | +9,9 % | 26.719.633 $ | +8.365.534 $ | +45,6 % | |||
| MATHER GROUP, LLC. | 42.168.404 $ | +1.215.098 $ | +3,0 % | 40.953.306 $ | +7.796.801 $ | +23,5 % | 33.156.505 $ | +691.545 $ | +2,1 % | 32.464.960 $ | +2.014.709 $ | +6,6 % |
| Forefront Analytics, LLC | 21.239.916 $ | -19.887.443 $ | -48,4 % | 41.127.359 $ | +4.979.415 $ | +13,8 % | 36.147.944 $ | +10.328.736 $ | +40,0 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.267.378 $ | +9.499.726 $ | +97,3 % | 9.767.652 $ | -30.752.113 $ | -75,9 % | 40.519.765 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 31.120.104 $ | -6.707.116 $ | -17,7 % | 37.827.220 $ | -2.507.096 $ | -6,2 % | 40.334.316 $ | +3.686.261 $ | +10,1 % | |||
| Bond & Devick Financial Network, Inc. | 40.117.231 $ | +6.446.654 $ | +19,1 % | 33.670.577 $ | -229.645 $ | -0,7 % | 33.900.222 $ | +1.922.927 $ | +6,0 % | |||
| Modera Wealth Management, LLC | 39.745.422 $ | +4.993.193 $ | +14,4 % | 34.752.229 $ | +630.558 $ | +1,8 % | 34.121.671 $ | +809.241 $ | +2,4 % | |||
| Stanich Group LLC | 39.415.873 $ | -177.728 $ | -0,4 % | 39.593.601 $ | +6.074.952 $ | +18,1 % | 33.518.649 $ | +1.550.956 $ | +4,9 % | 31.967.693 $ | +2.109.512 $ | +7,1 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 38.758.000 $ | +11.900.000 $ | +44,3 % | 26.858.000 $ | -1.187.000 $ | -4,2 % | 28.045.000 $ | +4.066.000 $ | +17,0 % | |||
| FIRST MERCHANTS CORP | 35.658.071 $ | -2.596.593 $ | -6,8 % | 38.254.664 $ | +5.579.234 $ | +17,1 % | 32.675.430 $ | -1.427.664 $ | -4,2 % | 34.103.094 $ | +378.564 $ | +1,1 % |
| High Note Wealth, LLC | 37.367.161 $ | +2.989.616 $ | +8,7 % | 34.377.545 $ | +119.014 $ | +0,3 % | 34.258.531 $ | +612.915 $ | +1,8 % | |||
| D.A. DAVIDSON & CO. | 37.192.415 $ | +3.154.803 $ | +9,3 % | 34.037.612 $ | -577.338 $ | -1,7 % | 34.614.950 $ | -217.889 $ | -0,6 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36.169.371 $ | -445.679 $ | -1,2 % | 36.615.050 $ | +5.767.549 $ | +18,7 % | 30.847.501 $ | -2.545.412 $ | -7,6 % | 33.392.913 $ | +2.802.897 $ | +9,2 % |
| TRUIST FINANCIAL CORP | 35.426.570 $ | +9.379.328 $ | +36,0 % | 26.047.242 $ | +632.057 $ | +2,5 % | 25.415.185 $ | +5.040.695 $ | +24,7 % | |||
| AlTi Global, Inc. | 33.577.242 $ | +3.320.964 $ | +11,0 % | 30.256.278 $ | +755.104 $ | +2,6 % | 29.501.174 $ | +1.809.835 $ | +6,5 % | |||
| NORTH STAR ASSET MANAGEMENT INC | 33.425.793 $ | +4.254.476 $ | +14,6 % | 29.171.317 $ | +704.221 $ | +2,5 % | 28.467.096 $ | -30.511 $ | -0,1 % | |||
| Global Retirement Partners, LLC | 32.475.910 $ | +4.940.780 $ | +17,9 % | 27.535.130 $ | +24.338.696 $ | +761,4 % | ||||||
| FULTON BANK, N.A. | 30.203.286 $ | -2.250.268 $ | -6,9 % | 32.453.554 $ | +3.064.545 $ | +10,4 % | 29.389.009 $ | +243.740 $ | +0,8 % | 29.145.269 $ | -4.972.005 $ | -14,6 % |
| Clearstead Advisors, LLC | 14.276.709 $ | -17.236.913 $ | -54,7 % | 31.513.622 $ | +31.280.785 $ | +13.434,6 % | 232.837 $ | +14.231 $ | +6,5 % | |||
| Wealth Architects, LLC | 30.938.507 $ | +3.552.081 $ | +13,0 % | 27.386.426 $ | +720.585 $ | +2,7 % | 26.665.841 $ | +2.665.638 $ | +11,1 % | |||
| CAPTRUST FINANCIAL ADVISORS | 30.332.846 $ | +9.435.929 $ | +45,2 % | 20.896.917 $ | -704.229 $ | -3,3 % | 21.601.146 $ | +1.528.256 $ | +7,6 % | |||
| Financial Engines Advisors L.L.C. | 30.203.691 $ | +2.860.833 $ | +10,5 % | 27.342.858 $ | +5.176.425 $ | +23,4 % | 22.166.433 $ | +1.764.018 $ | +8,6 % | |||
| Steward Partners Investment Advisory, LLC | 29.068.058 $ | +2.098.838 $ | +7,8 % | 26.969.220 $ | +1.845.286 $ | +7,3 % | 25.123.934 $ | +2.665.299 $ | +11,9 % | |||
| Advisory Services Network, LLC | 28.886.632 $ | +6.735.510 $ | +30,4 % | 22.151.122 $ | +679.213 $ | +3,2 % | 21.471.909 $ | +2.256.950 $ | +11,7 % | |||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 23.694.536 $ | +56.240 $ | +0,2 % | 23.638.296 $ | -5.231.711 $ | -18,1 % | 28.870.007 $ | +3.948.958 $ | +15,8 % | 24.921.049 $ | +2.006.584 $ | +8,8 % |
| OSAIC HOLDINGS, INC. | 28.453.286 $ | +13.012.776 $ | +84,3 % | 15.440.510 $ | -1.099.458 $ | -6,6 % | 16.539.968 $ | -124.458 $ | -0,7 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 28.367.592 $ | +2.669.102 $ | +10,4 % | 25.698.490 $ | -2.716.121 $ | -9,6 % | 28.414.611 $ | +554.649 $ | +2,0 % | |||
| Alesco Advisors, LLC, An ESL Co | 26.780.111 $ | +2.766.187 $ | +11,5 % | 24.013.924 $ | -1.170.039 $ | -4,6 % | 25.183.963 $ | +923.867 $ | +3,8 % | |||
| Private Advisor Group, LLC | 26.324.916 $ | +2.943.490 $ | +12,6 % | 23.381.426 $ | +3.514.967 $ | +17,7 % | 19.866.459 $ | +629.674 $ | +3,3 % | |||
| NATIONAL BANK OF CANADA /FI/ | 16.498.112 $ | -9.012.412 $ | -35,3 % | 25.510.524 $ | +16.927.860 $ | +197,2 % | 8.582.664 $ | +891.980 $ | +11,6 % | |||
| Rockefeller Capital Management L.P. | 25.072.335 $ | +9.698.506 $ | +63,1 % | 15.373.829 $ | +919.428 $ | +6,4 % | 14.454.401 $ | +3.351.585 $ | +30,2 % | |||
| Ellevest, Inc. | 24.720.281 $ | +4.106.300 $ | +19,9 % | 20.613.981 $ | +974.731 $ | +5,0 % | 19.639.250 $ | +818.266 $ | +4,3 % | |||
| Baird Financial Group, Inc. | 24.666.879 $ | +2.721.060 $ | +12,4 % | 21.945.819 $ | +451.084 $ | +2,1 % | 21.494.735 $ | +593.532 $ | +2,8 % | |||
| OLD MISSION CAPITAL LLC | 7.506.774 $ | -17.049.404 $ | -69,4 % | 24.556.178 $ | ||||||||
| PARK AVENUE SECURITIES LLC | 22.266.000 $ | -2.066.000 $ | -8,5 % | 24.332.000 $ | +14.894.000 $ | +157,8 % | 9.438.000 $ | -13.126.000 $ | -58,2 % | |||
| SigFig Wealth Management, LLC | 1.869.903 $ | -36.230 $ | -1,9 % | 1.906.133 $ | -200.861 $ | -9,5 % | 2.106.994 $ | -21.337.188 $ | -91,0 % | 23.444.182 $ | +367.707 $ | +1,6 % |
| Accredited Investors Inc. | 23.396.709 $ | +3.261.037 $ | +16,2 % | 20.135.672 $ | +208.942 $ | +1,0 % | 19.926.730 $ | +497.060 $ | +2,6 % | |||
| BLAIR WILLIAM & CO/IL | 23.210.766 $ | +1.070.246 $ | +4,8 % | 22.140.520 $ | +1.846.507 $ | +9,1 % | 20.294.013 $ | +668.301 $ | +3,4 % | |||
| Pathstone Holdings, LLC | 18.055.565 $ | -4.929.171 $ | -21,4 % | 22.984.736 $ | +394.262 $ | +1,7 % | 22.590.474 $ | +365.623 $ | +1,6 % | |||
| LFA - Lugano Financial Advisors SA | 1.242.611 $ | -21.740.275 $ | -94,6 % | 22.982.886 $ | +767.238 $ | +3,5 % | 22.215.648 $ | +871.903 $ | +4,1 % | |||
| Odyssey Group, LLC | 22.907.976 $ | |||||||||||
| HOWLAND CAPITAL MANAGEMENT LLC | 22.070.497 $ | +330.004 $ | +1,5 % | 21.740.493 $ | +1.562.504 $ | +7,7 % | 20.177.989 $ | +155.711 $ | +0,8 % | 20.022.278 $ | +392.285 $ | +2,0 % |
| Litman Gregory Wealth Management LLC | 21.507.432 $ | -262.992 $ | -1,2 % | |||||||||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 21.398.182 $ | +15.801.344 $ | +282,3 % | |||||||||
| TWO SIGMA INVESTMENTS, LP | 20.904.366 $ | |||||||||||
| PRINCIPAL FINANCIAL GROUP INC | 19.886.303 $ | +3.235.731 $ | +19,4 % | 16.650.572 $ | +4.939.983 $ | +42,2 % | 11.710.589 $ | -2.346.901 $ | -16,7 % | |||
| NewEdge Advisors, LLC | 19.885.201 $ | +5.604.714 $ | +39,2 % | 14.280.487 $ | +1.303.012 $ | +10,0 % | 12.977.475 $ | +599.916 $ | +4,8 % | |||
| FinArc Investments, Inc. | 19.545.242 $ | +193.939 $ | +1,0 % | 19.351.303 $ | +1.324.638 $ | +7,3 % | 18.026.665 $ | -189.659 $ | -1,0 % | 18.216.324 $ | ||
| Laurel Wealth Planning LLC | 19.510.143 $ | +1.900.906 $ | +10,8 % | 17.609.237 $ | +50.451 $ | +0,3 % | 17.558.786 $ | +223.727 $ | +1,3 % | |||
| Windsor Capital Management, LLC | 19.467.354 $ | +1.199.257 $ | +6,6 % | 18.268.097 $ | +1.463.889 $ | +8,7 % | 16.804.208 $ | -405.948 $ | -2,4 % | 17.210.156 $ | +293.571 $ | +1,7 % |
| BAILARD, INC. | 18.296.463 $ | -1.085.684 $ | -5,6 % | 19.382.147 $ | +2.556.513 $ | +15,2 % | 16.825.634 $ | +121.344 $ | +0,7 % | 16.704.290 $ | +1.016.828 $ | +6,5 % |
| Wealthspire Advisors, LLC | 19.257.165 $ | +4.505.446 $ | +30,5 % | 14.751.719 $ | -1.550.002 $ | -9,5 % | 16.301.721 $ | +539.296 $ | +3,4 % | |||
| Independent Advisor Alliance | 19.027.352 $ | |||||||||||
| KELLEHER FINANCIAL ADVISORS | 18.814.433 $ | |||||||||||
| Atomic Invest LLC | 18.274.862 $ | +17.584.799 $ | +2.548,3 % | 690.063 $ | -59.173 $ | -7,9 % | 749.236 $ | |||||
| Apella Capital, LLC | 18.259.394 $ | +429.912 $ | +2,4 % | 17.829.482 $ | +662.333 $ | +3,9 % | 17.167.149 $ | +2.586.486 $ | +17,7 % | 14.580.663 $ | +624.494 $ | +4,5 % |
| Cerity Partners LLC | 18.250.976 $ | +3.381.709 $ | +22,7 % | 14.869.267 $ | +1.280.667 $ | +9,4 % | 13.588.600 $ | +1.313.305 $ | +10,7 % | |||
| Focus Partners Wealth | 17.923.257 $ | +1.913.255 $ | +12,0 % | 16.010.002 $ | +2.062.111 $ | +14,8 % | 13.947.891 $ | +2.395.311 $ | +20,7 % | |||
| Quent Capital, LLC | 17.203.446 $ | +2.455.529 $ | +16,7 % | 14.747.917 $ | +202.336 $ | +1,4 % | 14.545.581 $ | +450.404 $ | +3,2 % | |||
| Mirae Asset Global Investments Co., Ltd. | 16.295.172 $ | +463.967 $ | +2,9 % | 15.831.205 $ | -1.370.261 $ | -8,0 % | 17.201.466 $ | +2.178.243 $ | +14,5 % | |||
| FRANKLIN TEMPLETON INC | 16.968.073 $ | +1.773.389 $ | +11,7 % | 15.194.684 $ | +346.344 $ | +2,3 % | 14.848.340 $ | +492.686 $ | +3,4 % | |||
| Clarius Group, LLC | 16.487.623 $ | +217.896 $ | +1,3 % | |||||||||
| NorthRock Partners, LLC | 16.183.665 $ | +2.061.996 $ | +14,6 % | 14.121.669 $ | +139.579 $ | +1,0 % | 13.982.090 $ | +10.956.338 $ | +362,1 % | |||
| Robertson Stephens Wealth Management, LLC | 14.530.334 $ | -859.870 $ | -5,6 % | 15.390.204 $ | +2.115.946 $ | +15,9 % | 13.274.258 $ | +870.642 $ | +7,0 % | 12.403.616 $ | +3.074.295 $ | +33,0 % |
| Savant Capital, LLC | 15.113.059 $ | +1.741.749 $ | +13,0 % | 13.371.310 $ | +195.600 $ | +1,5 % | 13.175.710 $ | -2.168.847 $ | -14,1 % | |||
| Farther Finance Advisors, LLC | 14.977.112 $ | +1.786.900 $ | +13,5 % | 13.190.212 $ | +4.259.643 $ | +47,7 % | 8.930.569 $ | +2.656.271 $ | +42,3 % | 6.274.298 $ | +3.979.535 $ | +173,4 % |
| Impact Investors, Inc | 14.348.747 $ | +457.489 $ | +3,3 % | 13.891.258 $ | +490.157 $ | +3,7 % | 13.401.101 $ | +2.857.927 $ | +27,1 % | |||
| Shira Ridge Wealth Management | 14.165.041 $ | +276.669 $ | +2,0 % | 13.888.372 $ | +852.512 $ | +6,5 % | 13.035.860 $ | +48.767 $ | +0,4 % | 12.987.093 $ | +401.693 $ | +3,2 % |
| Fund Evaluation Group, LLC | 12.869.356 $ | +1.314.098 $ | +11,4 % | 11.555.258 $ | -1.616.860 $ | -12,3 % | 13.172.118 $ | +970.446 $ | +8,0 % | |||
| HB Wealth Management, LLC | 13.041.054 $ | +2.108.883 $ | +19,3 % | 10.932.171 $ | +569.314 $ | +5,5 % | 10.362.857 $ | +300.190 $ | +3,0 % | |||
| CITIGROUP INC | 11.028.079 $ | -1.132.248 $ | -9,3 % | 12.160.327 $ | -836.784 $ | -6,4 % | 12.997.111 $ | -1.536.611 $ | -10,6 % | |||
| RAFFA WEALTH MANAGEMENT, LLC | 12.797.144 $ | +1.882.939 $ | +17,3 % | 10.914.205 $ | +1.336.532 $ | +14,0 % | 9.577.673 $ | +1.176.520 $ | +14,0 % | |||
| Members Advisory Group LLC | 12.609.238 $ | +10.998.427 $ | +682,8 % | 1.610.811 $ | ||||||||
| Artesa Financial Group, LLC | 12.241.632 $ | +6.159.171 $ | +101,3 % | 6.082.461 $ | +1.073.423 $ | +21,4 % | 5.009.038 $ | |||||
| Kestra Advisory Services, LLC | 12.149.996 $ | +3.447.624 $ | +39,6 % | 8.702.372 $ | +585.175 $ | +7,2 % | 8.117.197 $ | +2.349.188 $ | +40,7 % | |||
| Roof Eidam Maycock Peralta, LLC | 12.059.528 $ | -82.787 $ | -0,7 % | 12.142.315 $ | +865.625 $ | +7,7 % | 11.276.690 $ | +41.264 $ | +0,4 % | 11.235.426 $ | +23.540 $ | +0,2 % |
| One Capital Management, LLC | 11.650.706 $ | +0 $ | +0,0 % | 11.650.706 $ | +2.406.921 $ | +26,0 % | 9.243.785 $ | +4.704.339 $ | +103,6 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 11.504.474 $ | +604.182 $ | +5,5 % | 10.900.292 $ | +700.225 $ | +6,9 % | 10.200.067 $ | +668.291 $ | +7,0 % | |||
| Centennial Bank/AR/ | 11.372.242 $ | +1.565.748 $ | +16,0 % | 9.806.494 $ | +5.731.461 $ | +140,6 % | 4.075.033 $ | +656.402 $ | +19,2 % | |||
| Nicht ausgewiesen | 11.347.484 $ | +3.162.741 $ | +38,6 % | 8.184.743 $ | -321.803 $ | -3,8 % | 8.506.546 $ | +2.375.398 $ | +38,7 % | |||
| Alaska Wealth Advisors, LLC | 10.923.875 $ | +1.198.739 $ | +12,3 % | 9.725.136 $ | +416 $ | +0,0 % | 9.724.720 $ | +298.238 $ | +3,2 % | |||
| Keystone Financial Group | 10.691.385 $ | -159.614 $ | -1,5 % | 10.850.999 $ | ||||||||
| Mascoma Wealth Management LLC | 10.760.741 $ | +1.771.791 $ | +19,7 % | 8.988.950 $ | +413.649 $ | +4,8 % | 8.575.301 $ | +257.986 $ | +3,1 % | |||
| CITIZENS FINANCIAL GROUP INC/RI | 10.609.343 $ | -9.361 $ | -0,1 % | 10.618.704 $ | -82.576 $ | -0,8 % | 10.701.280 $ | -4.828.946 $ | -31,1 % | |||
| HARBOUR INVESTMENTS, INC. | 10.638.236 $ | +2.250.452 $ | +26,8 % | 8.387.784 $ | +623.134 $ | +8,0 % | 7.764.650 $ | -592.434 $ | -7,1 % | |||
| BANK OF MONTREAL /CAN/ | 10.355.969 $ | +3.039.665 $ | +41,5 % | 7.316.304 $ | +1.799.502 $ | +32,6 % | 5.516.802 $ | +3.132.899 $ | +131,4 % | |||
| JNBA Financial Advisors | 10.247.830 $ | +877.338 $ | +9,4 % | 9.370.492 $ | +470.476 $ | +5,3 % | 8.900.016 $ | +840.310 $ | +10,4 % | |||
| Blue Sky Capital Consultants Group, Inc. | 10.190.116 $ | +5.634.476 $ | +123,7 % | 4.555.640 $ | +476.387 $ | +11,7 % | 4.079.253 $ | +91.740 $ | +2,3 % | 3.987.513 $ | +228.062 $ | +6,1 % |
| Decker Retirement Planning Inc. | 31.321 $ | -10.149.282 $ | -99,7 % | 10.180.603 $ | +2.431.296 $ | +31,4 % | 7.749.307 $ | +617.098 $ | +8,7 % | 7.132.209 $ | +432.231 $ | +6,5 % |
| REGATTA CAPITAL GROUP, LLC | 9.713.783 $ | +1.688.187 $ | +21,0 % | 8.025.596 $ | +557.685 $ | +7,5 % | 7.467.911 $ | +230.523 $ | +3,2 % | |||
| DRW Securities, LLC | 1.446.742 $ | -1.152.094 $ | -44,3 % | 2.598.836 $ | -7.031.960 $ | -73,0 % | 9.630.796 $ | +8.632.847 $ | +865,1 % | |||
| Relyea Zuckerberg Hanson LLC | 9.481.917 $ | -66.820 $ | -0,7 % | 9.548.737 $ | +837.208 $ | +9,6 % | 8.711.529 $ | +114.945 $ | +1,3 % | 8.596.584 $ | +307.420 $ | +3,7 % |
| Birchwood Financial Partners, Inc. | 9.506.621 $ | +1.562.964 $ | +19,7 % | 7.943.657 $ | +2.141.119 $ | +36,9 % | 5.802.538 $ | |||||
| Integris Wealth Management, LLC | 8.686.641 $ | -817.614 $ | -8,6 % | 9.504.255 $ | +976.076 $ | +11,4 % | 8.528.179 $ | -198.327 $ | -2,3 % | 8.726.506 $ | +86.847 $ | +1,0 % |
| eCIO, Inc. | 9.420.515 $ | +911.744 $ | +10,7 % | 8.508.771 $ | +1.758.305 $ | +26,0 % | 6.750.466 $ | |||||
| Orgel Wealth Management, LLC | 9.419.492 $ | +108.401 $ | +1,2 % | 9.311.091 $ | +639.791 $ | +7,4 % | 8.671.300 $ | +3.163.877 $ | +57,4 % | 5.507.423 $ | +117.465 $ | +2,2 % |
| MARSHALL WACE, LLP | 9.301.457 $ | +8.789.192 $ | +1.715,8 % | 512.265 $ | ||||||||
| Blue Edge Capital, LLC | 9.145.498 $ | +1.243.300 $ | +15,7 % | 7.902.198 $ | +129.779 $ | +1,7 % | 7.772.419 $ | -207.667 $ | -2,6 % | |||
| Nearwater Capital Markets, Ltd | 9.094.000 $ | |||||||||||
| Midwest Financial Partners Investments, Inc. | 8.422.379 $ | -636.771 $ | -7,0 % | 9.059.150 $ | +1.083.289 $ | +13,6 % | 7.975.861 $ | +453.196 $ | +6,0 % | 7.522.665 $ | ||
| Allworth Financial LP | 9.038.515 $ | +1.608.065 $ | +21,6 % | 7.430.450 $ | +202.702 $ | +2,8 % | 7.227.748 $ | +98.451 $ | +1,4 % | |||
| Intergy Private Wealth, LLC | 8.969.551 $ | +43.872 $ | +0,5 % | 8.925.679 $ | +1.539.268 $ | +20,8 % | 7.386.411 $ | +132.022 $ | +1,8 % | 7.254.389 $ | +104.054 $ | +1,5 % |
| BROWN ADVISORY INC | 8.964.234 $ | +1.349.810 $ | +17,7 % | 7.614.424 $ | +321.309 $ | +4,4 % | 7.293.115 $ | +295.703 $ | +4,2 % | |||
| Integrated Wealth Concepts LLC | 8.938.822 $ | +3.259.808 $ | +57,4 % | 5.679.014 $ | +4.211.358 $ | +286,9 % | 1.467.656 $ | -3.674.837 $ | -71,5 % | |||
| WRAPMANAGER INC | 8.719.405 $ | +928.817 $ | +11,9 % | 7.790.588 $ | -125.778 $ | -1,6 % | 7.916.366 $ | -1.549.259 $ | -16,4 % | |||
| Vision Capital Management, Inc. | 8.333.798 $ | -367.910 $ | -4,2 % | 8.701.708 $ | +1.473.799 $ | +20,4 % | 7.227.909 $ | -507.358 $ | -6,6 % | 7.735.267 $ | +304.155 $ | +4,1 % |
| Janney Montgomery Scott LLC | 8.590.000 $ | +698.000 $ | +8,8 % | 7.892.000 $ | -615.000 $ | -7,2 % | 8.507.000 $ | +1.046.000 $ | +14,0 % | |||
| Xena Financial Planning, LLC | 7.991.595 $ | -552.462 $ | -6,5 % | 8.544.057 $ | +1.414.848 $ | +19,8 % | 7.129.209 $ | +338.356 $ | +5,0 % | 6.790.853 $ | ||
| BNP PARIBAS FINANCIAL MARKETS | 2.467 $ | -8.498.575 $ | -100,0 % | 8.501.042 $ | +5.310.261 $ | +166,4 % | 3.190.781 $ | +1.064.497 $ | +50,1 % | |||
| rebel Financial LLC | 8.064.404 $ | -407.356 $ | -4,8 % | 8.471.760 $ | -223.277 $ | -2,6 % | ||||||
| Facet Wealth, Inc. | 7.981.892 $ | -378.561 $ | -4,5 % | 8.360.453 $ | -38.513 $ | -0,5 % | 8.398.966 $ | +782.157 $ | +10,3 % | |||
| OXFORD FINANCIAL GROUP, LTD. LLC | 8.383.076 $ | +1.224.992 $ | +17,1 % | 7.158.084 $ | -23.575 $ | -0,3 % | 7.181.659 $ | -60.030 $ | -0,8 % | |||
| MAI Capital Management | 8.325.838 $ | +5.753.010 $ | +223,6 % | 2.572.828 $ | +6.524 $ | +0,3 % | 2.566.304 $ | +335.319 $ | +15,0 % | |||
| TRUE BLUE FINANCIAL, LLC | 6.649.904 $ | -1.669.480 $ | -20,1 % | 8.319.384 $ | +3.953.753 $ | +90,6 % | 4.365.631 $ | -26.486 $ | -0,6 % | 4.392.117 $ | ||
| Belvedere Trading LLC | 8.188.952 $ | +7.613.234 $ | +1.322,4 % | 575.718 $ | +15.812 $ | +2,8 % | 559.906 $ | +39.509 $ | +7,6 % | |||
| Ethic Inc. | 661.251 $ | -7.452.999 $ | -91,9 % | 8.114.250 $ | ||||||||
| GeoWealth Management, LLC | 6.740.035 $ | -548.401 $ | -7,5 % | 7.288.436 $ | -790.758 $ | -9,8 % | 8.079.194 $ | -1.897.342 $ | -19,0 % | |||
| Haverford Trust Co | 8.004.854 $ | +1.032.083 $ | +14,8 % | 6.972.771 $ | -26.906 $ | -0,4 % | 6.999.677 $ | +13.793 $ | +0,2 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 7.847.695 $ | -149.998 $ | -1,9 % | 7.997.693 $ | +1.356.180 $ | +20,4 % | 6.641.513 $ | +77.947 $ | +1,2 % | 6.563.566 $ | +418.334 $ | +6,8 % |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 7.973.173 $ | +1.401.985 $ | +21,3 % | 6.571.188 $ | -376.307 $ | -5,4 % | 6.947.495 $ | +501.521 $ | +7,8 % | |||
| D. E. Shaw & Co., Inc. | 7.885.196 $ | +7.550.101 $ | +2.253,1 % | 335.095 $ | +7.313 $ | +2,2 % | 327.782 $ | +6.279 $ | +2,0 % | |||
| Brookstone Capital Management | 7.876.377 $ | +136.706 $ | +1,8 % | 7.739.671 $ | +2.036.060 $ | +35,7 % | 5.703.611 $ | +470.635 $ | +9,0 % | 5.232.976 $ | +480.686 $ | +10,1 % |
| ASSETMARK, INC | 7.388.086 $ | -213.747 $ | -2,8 % | 7.601.833 $ | -146.840 $ | -1,9 % | 7.748.673 $ | -92.728 $ | -1,2 % | 7.841.401 $ | +469.002 $ | +6,4 % |
| WESBANCO BANK INC | 7.800.821 $ | +786.741 $ | +11,2 % | 7.014.080 $ | +81.652 $ | +1,2 % | 6.932.428 $ | +43.339 $ | +0,6 % | |||
| BSW Wealth Partners | 7.772.598 $ | +1.214.507 $ | +18,5 % | 6.558.091 $ | -252.566 $ | -3,7 % | 6.810.657 $ | +200.730 $ | +3,0 % | |||
| Aptus Capital Advisors, LLC | 7.731.190 $ | +1.767.271 $ | +29,6 % | 5.963.919 $ | +111.814 $ | +1,9 % | 5.852.105 $ | +55.912 $ | +1,0 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 7.718.222 $ | +449.682 $ | +6,2 % | 7.268.540 $ | +5.696.091 $ | +362,2 % | 1.572.449 $ | |||||
| Garde Capital, Inc. | 7.705.030 $ | +789.866 $ | +11,4 % | 6.915.164 $ | +207.060 $ | +3,1 % | 6.708.104 $ | +1.199.743 $ | +21,8 % | |||
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 7.625.024 $ | +123.843 $ | +1,7 % | 7.501.181 $ | ||||||||
| Arvest Bank Trust Division | 7.524.487 $ | +290.611 $ | +4,0 % | 7.233.876 $ | +180.642 $ | +2,6 % | 7.053.234 $ | -133.752 $ | -1,9 % | |||
| CENTRAL TRUST Co | 7.507.561 $ | +578.640 $ | +8,4 % | 6.928.921 $ | -391.164 $ | -5,3 % | 7.320.085 $ | +351.479 $ | +5,0 % | |||
| Wescott Financial Advisory Group, LLC | 7.322.609 $ | +998.091 $ | +15,8 % | 6.324.518 $ | -79.057 $ | -1,2 % | 6.403.575 $ | +287.494 $ | +4,7 % | |||
| BALDWIN WEALTH PARTNERS LLC/MA | 7.200.626 $ | +84.691 $ | +1,2 % | 7.115.935 $ | +1.297.912 $ | +22,3 % | 5.818.023 $ | |||||
| Pitcairn Wealth Advisors LLC | 7.167.927 $ | +809.401 $ | +12,7 % | 6.358.526 $ | +2 $ | +0,0 % | 6.358.524 $ | |||||
| Western Wealth Management, LLC | 7.099.994 $ | +4.734.965 $ | +200,2 % | 2.365.029 $ | +141.575 $ | +6,4 % | 2.223.454 $ | +1.069.166 $ | +92,6 % | |||
| O'Brien Wealth Partners LLC | 7.027.481 $ | +75.383 $ | +1,1 % | |||||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 6.994.950 $ | +388.018 $ | +5,9 % | 6.606.932 $ | +2.872.014 $ | +76,9 % | 3.734.918 $ | -2.018.934 $ | -35,1 % | 5.753.852 $ | +456.482 $ | +8,6 % |
| NATIXIS ADVISORS, LLC | 6.967.000 $ | +2.295.000 $ | +49,1 % | 4.672.000 $ | +1.464.000 $ | +45,6 % | 3.208.000 $ | +220.000 $ | +7,4 % | |||
| Summit Financial, LLC | 6.965.095 $ | +3.275.857 $ | +88,8 % | 3.689.238 $ | +2.186.163 $ | +145,4 % | 1.503.075 $ | +112.776 $ | +8,1 % | |||
| Affiance Financial, LLC | 6.951.335 $ | +119.241 $ | +1,7 % | 6.832.094 $ | +914.247 $ | +15,4 % | 5.917.847 $ | +956.284 $ | +19,3 % | 4.961.563 $ | +38.190 $ | +0,8 % |
| Gemmer Asset Management LLC | 6.733.957 $ | -208.948 $ | -3,0 % | 6.942.905 $ | +1.248.267 $ | +21,9 % | 5.694.638 $ | +665.647 $ | +13,2 % | 5.028.991 $ | +4.694.595 $ | +1.403,9 % |
| Wealth Advisory Team LLC | 6.809.733 $ | +1.745.440 $ | +34,5 % | 5.064.293 $ | ||||||||
| Heritage Wealth Advisors | 6.800.083 $ | +1.059.902 $ | +18,5 % | 5.740.181 $ | +298.389 $ | +5,5 % | 5.441.792 $ | +427.360 $ | +8,5 % | |||
| Balanced Rock Investment Advisors LLC | 6.785.406 $ | +339.394 $ | +5,3 % | 6.446.012 $ | +31.038 $ | +0,5 % | 6.414.974 $ | +557.552 $ | +9,5 % | |||
| REGIONS FINANCIAL CORP | 5.923.994 $ | -824.269 $ | -12,2 % | 6.748.263 $ | +163.927 $ | +2,5 % | 6.584.336 $ | +407.835 $ | +6,6 % | |||
| Legacy Edge Advisors, LLC | 6.691.453 $ | +661.349 $ | +11,0 % | 6.030.104 $ | +847.345 $ | +16,3 % | 5.182.759 $ | +527.677 $ | +11,3 % | |||
| CRUX WEALTH ADVISORS | 6.677.655 $ | +747.452 $ | +12,6 % | 5.930.203 $ | +51.087 $ | +0,9 % | 5.879.116 $ | -260.237 $ | -4,2 % | |||
| Cresset Asset Management, LLC | 6.570.512 $ | +742.977 $ | +12,7 % | 5.827.535 $ | +179.069 $ | +3,2 % | 5.648.466 $ | +503.420 $ | +9,8 % | |||
| CWM, LLC | 6.391.506 $ | +1.146.506 $ | +21,9 % | 5.245.000 $ | +1.364.000 $ | +35,1 % | ||||||
| Pine Haven Investment Counsel, Inc | 6.305.176 $ | +843.114 $ | +15,4 % | 5.462.062 $ | +395.068 $ | +7,8 % | 5.066.994 $ | +327.844 $ | +6,9 % | |||
| Fisher Asset Management, LLC | 6.198.726 $ | +658.409 $ | +11,9 % | 5.540.317 $ | -97.140 $ | -1,7 % | 5.637.457 $ | -356.405 $ | -5,9 % | |||
| OPPENHEIMER ASSET MANAGEMENT INC. | 6.137.654 $ | +423.594 $ | +7,4 % | 5.714.060 $ | +31.767 $ | +0,6 % | 5.682.293 $ | +336.222 $ | +6,3 % | |||
| Sanctuary Advisors, LLC | 6.112.812 $ | +820.716 $ | +15,5 % | 5.292.096 $ | -403.445 $ | -7,1 % | 5.695.541 $ | -2.760.384 $ | -32,6 % | |||
| Modern Wealth Management, LLC | 5.599.259 $ | -188.176 $ | -3,3 % | 5.787.435 $ | -293.902 $ | -4,8 % | 6.081.337 $ | +505.371 $ | +9,1 % | |||
| RVW Wealth, LLC | 5.853.137 $ | -52.886 $ | -0,9 % | 5.906.023 $ | +629.998 $ | +11,9 % | 5.276.025 $ | -256.216 $ | -4,6 % | 5.532.241 $ | +58.880 $ | +1,1 % |
| NOTTINGHAM ADVISORS, INC. | 5.807.841 $ | +118.645 $ | +2,1 % | 5.689.196 $ | +65.720 $ | +1,2 % | 5.623.476 $ | -565.548 $ | -9,1 % | |||
| Omega Financial Group, LLC | 5.801.934 $ | +671.179 $ | +13,1 % | 5.130.755 $ | -457.958 $ | -8,2 % | 5.588.713 $ | -86.727 $ | -1,5 % | |||
| Annis Gardner Whiting Capital Advisors, LLC | 5.781.136 $ | +638.568 $ | +12,4 % | 5.142.568 $ | +71.074 $ | +1,4 % | 5.071.494 $ | +145.857 $ | +3,0 % | |||
| One Wealth Advisors, LLC | 5.522.163 $ | -57.307 $ | -1,0 % | 5.579.470 $ | -145.797 $ | -2,5 % | 5.725.267 $ | +279.628 $ | +5,1 % | |||
| 3EDGE Asset Management, LP | 5.688.522 $ | -40.877 $ | -0,7 % | |||||||||
| BLUESTEM FINANCIAL ADVISORS, LLC | 5.486.683 $ | -165.420 $ | -2,9 % | 5.652.103 $ | +972.838 $ | +20,8 % | 4.679.265 $ | +142.303 $ | +3,1 % | 4.536.962 $ | +144.657 $ | +3,3 % |
| Perigon Wealth Management, LLC | 5.506.419 $ | -145.118 $ | -2,6 % | 5.651.537 $ | +1.207.733 $ | +27,2 % | 4.443.804 $ | |||||
| Stratos Wealth Partners, LTD. | 5.626.379 $ | +2.549.267 $ | +82,8 % | 3.077.112 $ | +702.916 $ | +29,6 % | 2.374.196 $ | +41.055 $ | +1,8 % | |||
| Wealthcare Advisory Partners LLC | 4.419.942 $ | -1.189.583 $ | -21,2 % | 5.609.525 $ | +1.886.781 $ | +50,7 % | 3.722.744 $ | -40.664 $ | -1,1 % | 3.763.408 $ | -208.692 $ | -5,3 % |
| NORTHSTAR ASSET MANAGEMENT INC | 5.479.938 $ | +1.870.484 $ | +51,8 % | 3.609.454 $ | +1.921.321 $ | +113,8 % | 1.688.133 $ | |||||
| Compound Planning, Inc. | 5.471.796 $ | +1.477.867 $ | +37,0 % | 3.993.929 $ | +862.513 $ | +27,5 % | 3.131.416 $ | +1.084.973 $ | +53,0 % | |||
| Trek Financial, LLC | 202.189 $ | -5.255.160 $ | -96,3 % | 5.457.349 $ | +5.213.936 $ | +2.142,0 % | ||||||
| Privatperson | 5.420.467 $ | +1.847.256 $ | +51,7 % | 3.573.211 $ | -702.818 $ | -16,4 % | 4.276.029 $ | -55.753.298 $ | -92,9 % | |||
| Concurrent Investment Advisors, LLC | 5.388.505 $ | +271.697 $ | +5,3 % | 5.116.808 $ | +3.680.768 $ | +256,3 % | 1.436.040 $ | +550.569 $ | +62,2 % | 885.471 $ | +393.534 $ | +80,0 % |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 5.331.739 $ | +573.729 $ | +12,1 % | 4.758.010 $ | +74.795 $ | +1,6 % | 4.683.215 $ | +78.916 $ | +1,7 % | |||
| CANANDAIGUA NATIONAL BANK & TRUST CO | 5.301.023 $ | +15.089 $ | +0,3 % | 5.285.934 $ | +345.020 $ | +7,0 % | 4.940.914 $ | +115.938 $ | +2,4 % | |||
| HILLTOP WEALTH ADVISORS, LLC | 5.251.108 $ | +512.437 $ | +10,8 % | 4.738.671 $ | +528.251 $ | +12,5 % | 4.210.420 $ | +41.717 $ | +1,0 % | |||
| Neumann Capital Management, LLC | 5.237.180 $ | +748.384 $ | +16,7 % | 4.488.796 $ | +53.184 $ | +1,2 % | 4.435.612 $ | +407.305 $ | +10,1 % | |||
| Diversified Trust Co | 5.235.389 $ | +820.360 $ | +18,6 % | 4.415.029 $ | -18.979 $ | -0,4 % | 4.434.008 $ | -120.767 $ | -2,7 % | |||
| Charter Oak Capital Management, LLC | 5.019.042 $ | -207.505 $ | -4,0 % | 5.226.547 $ | +234.748 $ | +4,7 % | ||||||
| MOR Wealth Management, LLC | 5.193.601 $ | +1.111.788 $ | +27,2 % | 4.081.813 $ | +90.856 $ | +2,3 % | 3.990.957 $ | |||||
| ACADIAN ASSET MANAGEMENT LLC | 5.178.000 $ | +1.287.000 $ | +33,1 % | 3.891.000 $ | +442.000 $ | +12,8 % | 3.449.000 $ | +1.679.000 $ | +94,9 % | |||
| Baron Financial Group, LLC | 4.665.635 $ | -420.888 $ | -8,3 % | 5.086.523 $ | +81.691 $ | +1,6 % | 5.004.832 $ | -134.097 $ | -2,6 % | 5.138.929 $ | +51.662 $ | +1,0 % |
| Dorsey & Whitney Trust CO LLC | 5.056.868 $ | +413.955 $ | +8,9 % | 4.642.913 $ | -47.913 $ | -1,0 % | 4.690.826 $ | +168.640 $ | +3,7 % | |||
| Archer Investment Management, LLC | 4.985.749 $ | +725.107 $ | +17,0 % | 4.260.642 $ | +545.268 $ | +14,7 % | 3.715.374 $ | +1.320.854 $ | +55,2 % | 2.394.520 $ | -419.226 $ | -14,9 % |
| Orion Porfolio Solutions, LLC | 3.973.204 $ | +8.805 $ | +0,2 % | 3.964.399 $ | -1.007.553 $ | -20,3 % | 4.971.952 $ | +654.596 $ | +15,2 % | |||
| Focus Advisor Solutions, LLC | 4.967.775 $ | +1.213.034 $ | +32,3 % | 3.754.741 $ | -908.844 $ | -19,5 % | 4.663.585 $ | -1.219.944 $ | -20,7 % | |||
| Dunhill Financial, LLC | 4.940.837 $ | +748.262 $ | +17,8 % | 4.192.575 $ | +94.761 $ | +2,3 % | 4.097.814 $ | +74.291 $ | +1,8 % | |||
| Keel Point, LLC | 4.928.020 $ | +489.474 $ | +11,0 % | 4.438.546 $ | +40.612 $ | +0,9 % | 4.397.934 $ | +170.487 $ | +4,0 % | |||
| Midwest Trust Co | 4.885.786 $ | +30.744 $ | +0,6 % | 4.855.042 $ | +632.071 $ | +15,0 % | 4.222.971 $ | +228.181 $ | +5,7 % | 3.994.790 $ | +80.483 $ | +2,1 % |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4.883.161 $ | +924.604 $ | +23,4 % | 3.958.557 $ | +349.092 $ | +9,7 % | 3.609.465 $ | +714.910 $ | +24,7 % | |||
| PFG Investments, LLC | 4.873.556 $ | +1.860.472 $ | +61,7 % | 3.013.084 $ | +1.419.030 $ | +89,0 % | 1.594.054 $ | +42.367 $ | +2,7 % | |||
| CHOREO, LLC | 4.866.266 $ | +736.199 $ | +17,8 % | 4.130.067 $ | -3.754 $ | -0,1 % | 4.133.821 $ | +128.099 $ | +3,2 % | |||
| CABOT WEALTH MANAGEMENT INC | 4.857.063 $ | +1.955.477 $ | +67,4 % | 2.901.586 $ | +409.860 $ | +16,4 % | 2.491.726 $ | +257.387 $ | +11,5 % | |||
| Veridan Wealth LLC | 4.790.421 $ | +564.213 $ | +13,4 % | 4.226.208 $ | +120.115 $ | +2,9 % | 4.106.093 $ | +156.762 $ | +4,0 % | |||
| McKinley Carter Wealth Services, Inc. | 4.671.341 $ | -101.067 $ | -2,1 % | 4.772.408 $ | +574.561 $ | +13,7 % | 4.197.847 $ | -406.994 $ | -8,8 % | 4.604.841 $ | -345.329 $ | -7,0 % |
| SAGE FINANCIAL GROUP INC | 4.766.854 $ | +811.359 $ | +20,5 % | 3.955.495 $ | +544.316 $ | +16,0 % | 3.411.179 $ | +14.900 $ | +0,4 % | |||
| TFC Financial Management, Inc. | 4.762.435 $ | +904.383 $ | +23,4 % | 3.858.052 $ | +3.534.294 $ | +1.091,6 % | 323.758 $ | +290.565 $ | +875,4 % | |||
| North Berkeley Wealth Management, LLC | 4.749.428 $ | +1.876.818 $ | +65,3 % | 2.872.610 $ | +2.428.444 $ | +546,7 % | 444.166 $ | +4.463 $ | +1,0 % | |||
| Freestone Capital Holdings, LLC | 4.270.011 $ | +1.013.469 $ | +31,1 % | 3.256.542 $ | -1.466.497 $ | -31,0 % | 4.723.039 $ | +273.262 $ | +6,1 % | |||
| Equitable Holdings, Inc. | 4.722.250 $ | +772.112 $ | +19,5 % | 3.950.138 $ | -207.368 $ | -5,0 % | 4.157.506 $ | +336.842 $ | +8,8 % | |||
| CBIZ Investment Advisory Services, LLC | 4.699.132 $ | +0 $ | +0,0 % | 4.699.132 $ | ||||||||
| Plum Street Advisors, LLC | 4.691.187 $ | +490.644 $ | +11,7 % | 4.200.543 $ | +57.833 $ | +1,4 % | 4.142.710 $ | +669.135 $ | +19,3 % | |||
| Crestwood Advisors Group, LLC | 4.680.019 $ | +600.524 $ | +14,7 % | 4.079.495 $ | +738.092 $ | +22,1 % | 3.341.403 $ | +127.119 $ | +4,0 % | |||
| Arete Wealth Advisors, LLC | 4.679.159 $ | +1.564.505 $ | +50,2 % | 3.114.654 $ | +142.654 $ | +4,8 % | ||||||
| Parallel Advisors, LLC | 4.674.037 $ | +630.932 $ | +15,6 % | 4.043.105 $ | +383.240 $ | +10,5 % | 3.659.865 $ | +38.735 $ | +1,1 % | |||
| BIP Wealth, LLC | 4.663.210 $ | +2.386.097 $ | +104,8 % | 2.277.113 $ | +364.563 $ | +19,1 % | 1.912.550 $ | |||||
| Avise Financial Cooperative, Inc. | 3.821.620 $ | -829.315 $ | -17,8 % | 4.650.935 $ | +434.137 $ | +10,3 % | 4.216.798 $ | |||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.624.595 $ | -636.645 $ | -14,9 % | 4.261.240 $ | -364.572 $ | -7,9 % | 4.625.812 $ | +620.370 $ | +15,5 % | |||
| COMERICA BANK | 4.617.074 $ | +32.065 $ | +0,7 % | |||||||||
| Trilogy Capital Inc. | 4.587.537 $ | +72.609 $ | +1,6 % | 4.514.928 $ | +599.675 $ | +15,3 % | 3.915.253 $ | +289.818 $ | +8,0 % | 3.625.435 $ | -42.622 $ | -1,2 % |
| Brooklyn FI, LLC | 4.578.852 $ | +598.000 $ | +15,0 % | 3.980.852 $ | +19.494 $ | +0,5 % | 3.961.358 $ | +305.676 $ | +8,4 % | |||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4.350.358 $ | -219.983 $ | -4,8 % | 4.570.341 $ | +529.735 $ | +13,1 % | 4.040.606 $ | -22.943 $ | -0,6 % | 4.063.549 $ | +38.155 $ | +0,9 % |
| CIBC Bancorp USA Inc. | 4.562.482 $ | +2.071.313 $ | +83,1 % | 2.491.169 $ | ||||||||
| QUADRANT CAPITAL GROUP LLC | 4.439.603 $ | -86.949 $ | -1,9 % | 4.526.552 $ | +656.944 $ | +17,0 % | 3.869.608 $ | +87.563 $ | +2,3 % | 3.782.045 $ | +69.405 $ | +1,9 % |
| Merit Financial Group, LLC | 4.335.010 $ | -183.253 $ | -4,1 % | 4.518.263 $ | +264.519 $ | +6,2 % | 4.253.744 $ | +483.062 $ | +12,8 % | |||
| A&I FINANCIAL SERVICES, LLC | 4.512.168 $ | +834.981 $ | +22,7 % | 3.677.187 $ | +366.722 $ | +11,1 % | 3.310.465 $ | -93.441 $ | -2,7 % | 3.403.906 $ | +125.246 $ | +3,8 % |
| SageView Advisory Group, LLC | 4.078.137 $ | -367.876 $ | -8,3 % | 4.446.013 $ | -35.228 $ | -0,8 % | 4.481.241 $ | +34.556 $ | +0,8 % | |||
| RTD Financial Advisors, Inc. | 4.375.889 $ | -78.915 $ | -1,8 % | 4.454.804 $ | +661.572 $ | +17,4 % | 3.793.232 $ | +142.328 $ | +3,9 % | 3.650.904 $ | -249.637 $ | -6,4 % |
| EVOKE WEALTH, LLC | 4.450.667 $ | +127.246 $ | +2,9 % | 4.323.421 $ | +22.680 $ | +0,5 % | ||||||
| Francis Financial, Inc. | 4.409.066 $ | +1.916.206 $ | +76,9 % | 2.492.860 $ | +10.859 $ | +0,4 % | 2.482.001 $ | +96.637 $ | +4,1 % | |||
| GOULD ASSET MANAGEMENT LLC /CA/ | 4.386.047 $ | +297.372 $ | +7,3 % | 4.088.675 $ | +135.625 $ | +3,4 % | 3.953.050 $ | -67.704 $ | -1,7 % | |||
| TrueWealth Financial Partners | 4.375.672 $ | |||||||||||
| JMG Financial Group, Ltd. | 4.371.226 $ | +208.047 $ | +5,0 % | 4.163.179 $ | +70.459 $ | +1,7 % | 4.092.720 $ | -531.616 $ | -11,5 % | |||
| Asset Dedication, LLC | 4.068.654 $ | +322.600 $ | +8,6 % | 3.746.054 $ | -597.602 $ | -13,8 % | 4.343.656 $ | +144.109 $ | +3,4 % | |||
| Torren Management, LLC | 4.235.637 $ | +412.249 $ | +10,8 % | 3.823.388 $ | -146.401 $ | -3,7 % | 3.969.789 $ | |||||
| Klaas Financial Asset Advisors, LLC | 4.149.075 $ | -71.755 $ | -1,7 % | 4.220.830 $ | +373.067 $ | +9,7 % | 3.847.763 $ | |||||
| Gradient Investments LLC | 4.042.280 $ | -166.616 $ | -4,0 % | 4.208.896 $ | +802.354 $ | +23,6 % | 3.406.542 $ | -947 $ | -0,0 % | 3.407.489 $ | +289.805 $ | +9,3 % |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 4.185.490 $ | +60.947 $ | +1,5 % | 4.124.543 $ | +200.475 $ | +5,1 % | 3.924.068 $ | -38.998 $ | -1,0 % | 3.963.066 $ | ||
| BRANDYWINE OAK PRIVATE WEALTH LLC | 4.157.720 $ | +331.338 $ | +8,7 % | 3.826.382 $ | +10.694 $ | +0,3 % | 3.815.688 $ | +307.772 $ | +8,8 % | |||
| Plancorp, LLC | 4.033.658 $ | -102.443 $ | -2,5 % | 4.136.101 $ | +184.290 $ | +4,7 % | 3.951.811 $ | -16.215 $ | -0,4 % | |||
| GTS SECURITIES LLC | 433.864 $ | -3.684.759 $ | -89,5 % | 4.118.623 $ | +3.569.954 $ | +650,7 % | 548.669 $ | -193.139 $ | -26,0 % | |||
| Cranbrook Wealth Management, LLC | 4.103.105 $ | +390.442 $ | +10,5 % | 3.712.663 $ | -20.723 $ | -0,6 % | 3.733.386 $ | +85.689 $ | +2,3 % | |||
| FSA WEALTH PARTNERS, INC. | 4.071.156 $ | +2.176.319 $ | +114,9 % | 1.894.837 $ | -170.401 $ | -8,3 % | 2.065.238 $ | +1.026.820 $ | +98,9 % | |||
| Brio Consultants, LLC | 4.062.484 $ | +128.379 $ | +3,3 % | 3.934.105 $ | +372.005 $ | +10,4 % | 3.562.100 $ | +275.956 $ | +8,4 % | |||
| Summit Wealth Group, LLC | 4.005.902 $ | +312.374 $ | +8,5 % | 3.693.528 $ | -51.157 $ | -1,4 % | 3.744.685 $ | +7.052 $ | +0,2 % | |||
| M Holdings Securities, Inc. | 3.971.000 $ | +1.232.000 $ | +45,0 % | 2.739.000 $ | +1.139.000 $ | +71,2 % | 1.600.000 $ | |||||
| Per Stirling Capital Management, LLC. | 3.937.686 $ | +773.977 $ | +24,5 % | 3.163.709 $ | +2.035.801 $ | +180,5 % | 1.127.908 $ | +23.416 $ | +2,1 % | |||
| Chicago Partners Investment Group LLC | 3.932.508 $ | +148.212 $ | +3,9 % | 3.784.296 $ | +181.100 $ | +5,0 % | 3.603.196 $ | +221.789 $ | +6,6 % | |||
| WealthShield Partners, LLC | 17.019 $ | -3.900.357 $ | -99,6 % | 3.917.376 $ | +342.466 $ | +9,6 % | 3.574.910 $ | +198.083 $ | +5,9 % | |||
| Hamrick Investment Counsel, llc | 3.912.660 $ | +126.942 $ | +3,4 % | 3.785.718 $ | +777.184 $ | +25,8 % | 3.008.534 $ | |||||
| SEEDS INVESTOR LLC | 3.896.480 $ | +929.278 $ | +31,3 % | 2.967.202 $ | +961.054 $ | +47,9 % | 2.006.148 $ | +390.834 $ | +24,2 % | |||
| GC Wealth Management RIA, LLC | 3.871.306 $ | +220.308 $ | +6,0 % | 3.650.998 $ | +6.841 $ | +0,2 % | 3.644.157 $ | +243.042 $ | +7,1 % | |||
| Invera Wealth Advisors, LLC | 1.908.388 $ | +284.787 $ | +17,5 % | 1.623.601 $ | -2.240.190 $ | -58,0 % | 3.863.791 $ | +8.730 $ | +0,2 % | |||
| Values Added Financial LLC | 3.858.633 $ | +499.263 $ | +14,9 % | 3.359.370 $ | +4.299 $ | +0,1 % | 3.355.071 $ | -16.420 $ | -0,5 % | |||
| Dynamic Advisor Solutions LLC | 3.821.214 $ | -8.484 $ | -0,2 % | 3.829.698 $ | +301.177 $ | +8,5 % | 3.528.521 $ | -78.785 $ | -2,2 % | 3.607.306 $ | -551.450 $ | -13,3 % |
| Sincerus Advisory, LLC | 3.825.842 $ | +65.190 $ | +1,7 % | 3.760.652 $ | +326.142 $ | +9,5 % | 3.434.510 $ | +222.186 $ | +6,9 % | 3.212.324 $ | +172.745 $ | +5,7 % |
| BROWN BROTHERS HARRIMAN & CO | 3.801.150 $ | +338.874 $ | +9,8 % | 3.462.276 $ | +271.679 $ | +8,5 % | 3.190.597 $ | +1.031.508 $ | +47,8 % | |||
| Nicht ausgewiesen | 3.759.219 $ | +1.871.619 $ | +99,2 % | 1.887.600 $ | +310.400 $ | +19,7 % | 1.577.200 $ | +170.720 $ | +12,1 % | |||
| OLIO Financial Planning | 3.744.340 $ | +192.428 $ | +5,4 % | 3.551.912 $ | +34.447 $ | +1,0 % | 3.517.465 $ | +168.454 $ | +5,0 % | |||
| Prospera Financial Services Inc | 3.733.459 $ | +1.644.147 $ | +78,7 % | 2.089.312 $ | +308.847 $ | +17,3 % | 1.780.465 $ | +737.611 $ | +70,7 % | |||
| OneDigital Investment Advisors LLC | 3.730.028 $ | +184.710 $ | +5,2 % | 3.545.318 $ | +92.803 $ | +2,7 % | 3.452.515 $ | +142.229 $ | +4,3 % | |||
| PLANNING ALTERNATIVES LTD /ADV | 3.715.338 $ | +426.392 $ | +13,0 % | 3.288.946 $ | +64.584 $ | +2,0 % | 3.224.362 $ | +517.026 $ | +19,1 % | |||
| XY Planning Network, Inc. | 3.605.833 $ | -51.088 $ | -1,4 % | 3.656.921 $ | +614.573 $ | +20,2 % | 3.042.348 $ | +109.741 $ | +3,7 % | 2.932.607 $ | +461.258 $ | +18,7 % |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 3.357.952 $ | -253.784 $ | -7,0 % | 3.611.736 $ | +575.372 $ | +18,9 % | 3.036.364 $ | +67.159 $ | +2,3 % | 2.969.205 $ | +58.118 $ | +2,0 % |
| Weil Company, Inc. | 3.283.904 $ | -318.523 $ | -8,8 % | 3.602.427 $ | +296.297 $ | +9,0 % | 3.306.130 $ | +229.895 $ | +7,5 % | 3.076.235 $ | +67.387 $ | +2,2 % |
| ASPIRIANT, LLC | 3.484.733 $ | -90.719 $ | -2,5 % | 3.575.452 $ | +501.881 $ | +16,3 % | 3.073.571 $ | +58.224 $ | +1,9 % | 3.015.347 $ | ||
| Quantinno Capital Management LP | 3.508.787 $ | +2.730.441 $ | +350,8 % | 778.346 $ | +245.464 $ | +46,1 % | 532.882 $ | +273.003 $ | +105,1 % | |||
| Vestwell Advisors, LLC | 3.501.078 $ | |||||||||||
| Sequoia Financial Advisors, LLC | 3.217.011 $ | -142.600 $ | -4,2 % | 3.359.611 $ | -117.611 $ | -3,4 % | 3.477.222 $ | +584.369 $ | +20,2 % | |||
| RENAISSANCE TECHNOLOGIES LLC | 1.509.444 $ | -1.959.917 $ | -56,5 % | 3.469.361 $ | +2.800.487 $ | +418,7 % | 668.874 $ | -820.432 $ | -55,1 % | |||
| Westside Investment Management, Inc. | 2.822.811 $ | -614.271 $ | -17,9 % | 3.437.082 $ | +977.793 $ | +39,8 % | 2.459.289 $ | +44.364 $ | +1,8 % | |||
| CGN Advisors LLC | 3.201.821 $ | -226.421 $ | -6,6 % | 3.428.242 $ | +353.724 $ | +11,5 % | 3.074.518 $ | -70.727 $ | -2,2 % | 3.145.245 $ | +84.109 $ | +2,7 % |
| Long Run Wealth Advisors, LLC | 3.400.271 $ | +129.457 $ | +4,0 % | |||||||||
| Koss-Olinger Consulting, LLC | 3.387.693 $ | +597.336 $ | +21,4 % | 2.790.357 $ | +98.357 $ | +3,7 % | 2.692.000 $ | +287.000 $ | +11,9 % | |||
| Vise Technologies, Inc. | 3.386.988 $ | +2.256.409 $ | +199,6 % | 1.130.579 $ | +0 $ | +0,0 % | 1.130.579 $ | |||||
| BOKF, NA | 3.376.440 $ | +551.550 $ | +19,5 % | 2.824.890 $ | +70.562 $ | +2,6 % | 2.754.328 $ | +335.980 $ | +13,9 % | |||
| Aureum Wealth Management, LLC | 3.307.543 $ | -66.741 $ | -2,0 % | 3.374.284 $ | +642.618 $ | +23,5 % | 2.731.666 $ | +406.358 $ | +17,5 % | 2.325.308 $ | ||
| Triton Financial Group Inc | 3.359.536 $ | +226.532 $ | +7,2 % | 3.133.004 $ | +1.691.680 $ | +117,4 % | 1.441.324 $ | +138.498 $ | +10,6 % | |||
| PRINCIPAL SECURITIES, INC. | 3.322.552 $ | +1.657.779 $ | +99,6 % | 1.664.773 $ | +266.030 $ | +19,0 % | 1.398.743 $ | -197.932 $ | -12,4 % | |||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 3.303.499 $ | +414.964 $ | +14,4 % | 2.888.535 $ | +83.012 $ | +3,0 % | 2.805.523 $ | +76.959 $ | +2,8 % | |||
| Montis Financial, LLC | 3.298.580 $ | +214.565 $ | +7,0 % | 3.084.015 $ | +95.448 $ | +3,2 % | 2.988.567 $ | +66.315 $ | +2,3 % | |||
| Portland Global Advisors LLC | 3.249.852 $ | +311.600 $ | +10,6 % | 2.938.252 $ | +12.739 $ | +0,4 % | 2.925.513 $ | +59.811 $ | +2,1 % | |||
| Nilsine Partners, LLC | 3.247.220 $ | +969.163 $ | +42,5 % | 2.278.057 $ | +847.615 $ | +59,3 % | 1.430.442 $ | |||||
| Keystone Wealth Services, LLC | 3.243.357 $ | +2.551.449 $ | +368,8 % | 691.908 $ | +456.978 $ | +194,5 % | 234.930 $ | +4.204 $ | +1,8 % | |||
| SOFI WEALTH, LLC | 3.234.818 $ | +1.081.207 $ | +50,2 % | 2.153.611 $ | +530.045 $ | +32,6 % | 1.623.566 $ | +473.443 $ | +41,2 % | |||
| TriaGen Wealth Management LLC | 3.152.279 $ | -8.669 $ | -0,3 % | 3.160.948 $ | +265.693 $ | +9,2 % | 2.895.255 $ | -9.243 $ | -0,3 % | 2.904.498 $ | +63.222 $ | +2,2 % |
| Ulrich Consultants & Investment Group, LLC | 3.134.678 $ | |||||||||||
| STATE OF WISCONSIN INVESTMENT BOARD | 3.126.026 $ | +527.006 $ | +20,3 % | 2.599.020 $ | +74.307 $ | +2,9 % | 2.524.713 $ | +42.869 $ | +1,7 % | |||
| TOMPKINS FINANCIAL CORP | 2.920.762 $ | -178.874 $ | -5,8 % | 3.099.636 $ | +3.072.809 $ | +11.454,2 % | 26.827 $ | -16.945 $ | -38,7 % | 43.772 $ | +18.154 $ | +70,9 % |
| Carr Financial Group Corp | 3.062.863 $ | +1.073.759 $ | +54,0 % | 1.989.104 $ | +195.019 $ | +10,9 % | 1.794.085 $ | +222.920 $ | +14,2 % | |||
| IMA Advisory Services, Inc. | 3.061.550 $ | +299.716 $ | +10,9 % | 2.761.834 $ | +15.308 $ | +0,6 % | 2.746.526 $ | +109.104 $ | +4,1 % | |||
| Pure Financial Advisors, LLC | 3.027.506 $ | +280.745 $ | +10,2 % | 2.746.761 $ | +51.495 $ | +1,9 % | 2.695.266 $ | +356.483 $ | +15,2 % | |||
| Pioneer Wealth Management Group | 2.737.714 $ | -267.423 $ | -8,9 % | 3.005.137 $ | +743.181 $ | +32,9 % | 2.261.956 $ | -197.242 $ | -8,0 % | 2.459.198 $ | +186.278 $ | +8,2 % |
| WHITTIER TRUST CO | 2.279.429 $ | +495.282 $ | +27,8 % | 1.784.147 $ | -1.213.465 $ | -40,5 % | 2.997.612 $ | +113.494 $ | +3,9 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.992.421 $ | +403.060 $ | +15,6 % | 2.589.361 $ | -164.083 $ | -6,0 % | 2.753.444 $ | +2.073.318 $ | +304,8 % | 680.126 $ | ||
| Diversify Advisory Services, LLC | 2.992.421 $ | +403.060 $ | +15,6 % | 2.589.361 $ | +620.640 $ | +31,5 % | 1.968.721 $ | +120.726 $ | +6,5 % | |||
| Horst & Graben Wealth Management LLC | 2.240.736 $ | -746.994 $ | -25,0 % | 2.987.730 $ | +298.090 $ | +11,1 % | 2.689.640 $ | +266.507 $ | +11,0 % | |||
| GenTrust, LLC | 1.422.186 $ | +117.768 $ | +9,0 % | 1.304.418 $ | -1.682.039 $ | -56,3 % | 2.986.457 $ | +85.986 $ | +3,0 % | |||
| Cambridge Financial Group, LLC | 2.968.509 $ | +0 $ | +0,0 % | 2.968.509 $ | +331.176 $ | +12,6 % | 2.637.333 $ | +119.591 $ | +4,7 % | 2.517.742 $ | -105.252 $ | -4,0 % |
| BIRCHBROOK, INC. | 2.932.134 $ | -11.650 $ | -0,4 % | 2.943.784 $ | +227.816 $ | +8,4 % | 2.715.968 $ | -59.524 $ | -2,1 % | 2.775.492 $ | +174.352 $ | +6,7 % |
| PENOBSCOT WEALTH MANAGEMENT | 2.941.003 $ | +600.433 $ | +25,7 % | 2.340.570 $ | +769.904 $ | +49,0 % | 1.570.666 $ | +212.234 $ | +15,6 % | 1.358.432 $ | +69.117 $ | +5,4 % |
| Bell Investment Advisors, Inc | 2.932.904 $ | +234.115 $ | +8,7 % | 2.698.789 $ | -46.284 $ | -1,7 % | 2.745.073 $ | +68.264 $ | +2,6 % | |||
| Addison Advisors LLC | 1.015.682 $ | -1.916.080 $ | -65,4 % | 2.931.762 $ | +41.722 $ | +1,4 % | 2.890.040 $ | +6.818 $ | +0,2 % | |||
| Brewster Financial Planning LLC | 2.911.249 $ | +622.444 $ | +27,2 % | 2.288.805 $ | +444.885 $ | +24,1 % | 1.843.920 $ | +14.207 $ | +0,8 % | 1.829.713 $ | +25.236 $ | +1,4 % |
| Madrid Wealth Management, LLC | 2.901.919 $ | +218.218 $ | +8,1 % | 2.683.701 $ | +35.128 $ | +1,3 % | 2.648.573 $ | |||||
| Ryan Investment Management, Inc. | 2.836.884 $ | +230.371 $ | +8,8 % | 2.606.513 $ | +1.390.535 $ | +114,4 % | 1.215.978 $ | -445.348 $ | -26,8 % | 1.661.326 $ | -762.992 $ | -31,5 % |
| Coston, McIsaac & Partners | 2.827.000 $ | +118.000 $ | +4,4 % | 2.709.000 $ | +222.000 $ | +8,9 % | 2.487.000 $ | +103.000 $ | +4,3 % | |||
| Acropolis Investment Management, LLC | 2.711.067 $ | -72.523 $ | -2,6 % | 2.783.590 $ | +269.069 $ | +10,7 % | 2.514.521 $ | +8.821 $ | +0,4 % | 2.505.700 $ | +333.017 $ | +15,3 % |
| SOA Wealth Advisors, LLC. | 2.741.606 $ | +71.601 $ | +2,7 % | 2.670.005 $ | -97.707 $ | -3,5 % | 2.767.712 $ | +62.399 $ | +2,3 % | |||
| Mission Hills Financial Advisory, LLC | 2.761.705 $ | +1.373.281 $ | +98,9 % | 1.388.424 $ | +213.410 $ | +18,2 % | 1.175.014 $ | +85.344 $ | +7,8 % | |||
| Waverly Advisors, LLC | 2.757.315 $ | +670.714 $ | +32,1 % | 2.086.601 $ | +17.861 $ | +0,9 % | 2.068.740 $ | -13.462 $ | -0,6 % | |||
| Ramiah Investment Group | 356.408 $ | -2.397.773 $ | -87,1 % | 2.754.181 $ | +2.465.948 $ | +855,5 % | 288.233 $ | -41.030 $ | -12,5 % | 329.263 $ | +69.242 $ | +26,6 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.750.318 $ | +1.358.096 $ | +97,5 % | 1.392.222 $ | +358.848 $ | +34,7 % | 1.033.374 $ | +134.497 $ | +15,0 % | |||
| BECKER CAPITAL MANAGEMENT INC | 2.724.686 $ | +347.542 $ | +14,6 % | 2.377.144 $ | +193.967 $ | +8,9 % | 2.183.177 $ | -86.421 $ | -3,8 % | |||
| White Lighthouse Investment Management Inc. | 2.704.292 $ | +19.262 $ | +0,7 % | 2.685.030 $ | +282.896 $ | +11,8 % | 2.402.134 $ | +12.376 $ | +0,5 % | 2.389.758 $ | -159.256 $ | -6,2 % |
| B. Riley Wealth Advisors, Inc. | 2.555.667 $ | -110.497 $ | -4,1 % | 2.666.164 $ | +1.155.946 $ | +76,5 % | 1.510.218 $ | +38.948 $ | +2,6 % | 1.471.270 $ | +73.493 $ | +5,3 % |
| CFM WEALTH PARTNERS LLC | 2.659.995 $ | +107.831 $ | +4,2 % | 2.552.164 $ | +21.119 $ | +0,8 % | 2.531.045 $ | +5.817 $ | +0,2 % | |||
| ELEVATION WEALTH PARTNERS, LLC | 2.641.540 $ | +162.786 $ | +6,6 % | 2.478.754 $ | +269.794 $ | +12,2 % | 2.208.960 $ | +33.169 $ | +1,5 % | 2.175.791 $ | +88.109 $ | +4,2 % |
| Perennial Investment Advisors, LLC | 2.227.282 $ | -196.132 $ | -8,1 % | 2.423.414 $ | -212.976 $ | -8,1 % | 2.636.390 $ | +46.311 $ | +1,8 % | |||
| Richard P Slaughter Associates Inc | 2.375.989 $ | -255.672 $ | -9,7 % | 2.631.661 $ | +398.820 $ | +17,9 % | 2.232.841 $ | +55.666 $ | +2,6 % | 2.177.175 $ | +64.685 $ | +3,1 % |
| Equita Financial Network, Inc. | 2.574.308 $ | -51.057 $ | -1,9 % | 2.625.365 $ | +463.498 $ | +21,4 % | 2.161.867 $ | +77.456 $ | +3,7 % | 2.084.411 $ | +139.403 $ | +7,2 % |
| Pearl Planning LLC | 2.581.789 $ | -36.230 $ | -1,4 % | 2.618.019 $ | +582.156 $ | +28,6 % | 2.035.863 $ | +106.988 $ | +5,5 % | 1.928.875 $ | ||
| Wingate Wealth Advisors, Inc. | 2.608.783 $ | +218.511 $ | +9,1 % | 2.390.272 $ | +120.450 $ | +5,3 % | 2.269.822 $ | +91.706 $ | +4,2 % | |||
| Private Wealth Management Group, LLC | 1.414.888 $ | -530.519 $ | -27,3 % | 1.945.407 $ | -658.352 $ | -25,3 % | 2.603.759 $ | +33.535 $ | +1,3 % | 2.570.224 $ | +128.255 $ | +5,3 % |
| Cascade Financial Partners, LLC | 2.602.596 $ | +444.782 $ | +20,6 % | 2.157.814 $ | +29.077 $ | +1,4 % | 2.128.737 $ | +30.926 $ | +1,5 % | |||
| Sharkey, Howes & Javer | 2.115.548 $ | +28.879 $ | +1,4 % | 2.086.669 $ | -367.149 $ | -15,0 % | 2.453.818 $ | -102.041 $ | -4,0 % | 2.555.859 $ | +246.784 $ | +10,7 % |
| Shepherd Financial Partners LLC | 2.531.334 $ | +212.254 $ | +9,2 % | 2.319.080 $ | +45.238 $ | +2,0 % | 2.273.842 $ | +73.316 $ | +3,3 % | |||
| Davis Wealth Advisors, LLC | 2.469.407 $ | +722 $ | +0,0 % | 2.468.685 $ | -33.998 $ | -1,4 % | 2.502.683 $ | +477.860 $ | +23,6 % | |||
| Savvy Advisors, Inc. | 2.492.153 $ | +243.471 $ | +10,8 % | 2.248.682 $ | +131.121 $ | +6,2 % | 2.117.561 $ | +412.407 $ | +24,2 % | |||
| Ashton Thomas Private Wealth, LLC | 2.483.462 $ | +574.815 $ | +30,1 % | 1.908.647 $ | +528.793 $ | +38,3 % | 1.379.854 $ | +19.280 $ | +1,4 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 2.023.611 $ | -443.424 $ | -18,0 % | 2.467.035 $ | +1.265.578 $ | +105,3 % | 1.201.457 $ | +144.023 $ | +13,6 % | 1.057.434 $ | +520.088 $ | +96,8 % |
| FIRST HAWAIIAN BANK | 310.387 $ | -6.782 $ | -2,1 % | 317.169 $ | +21.512 $ | +7,3 % | 295.657 $ | -2.153.291 $ | -87,9 % | 2.448.948 $ | +54.341 $ | +2,3 % |
| Financial Management Professionals, Inc. | 2.445.229 $ | +994.136 $ | +68,5 % | 1.451.093 $ | ||||||||
| Elwood & Goetz Wealth Advisory Group, LLC | 2.441.928 $ | +213.005 $ | +9,6 % | 2.228.923 $ | +181.476 $ | +8,9 % | 2.047.447 $ | -257.670 $ | -11,2 % | |||
| Schneider Downs Wealth Management Advisors, LP | 2.412.101 $ | +414.805 $ | +20,8 % | 1.997.296 $ | +59.926 $ | +3,1 % | 1.937.370 $ | +39.855 $ | +2,1 % | |||
| Diversified Enterprises, LLC | 2.133.538 $ | -277.628 $ | -11,5 % | 2.411.166 $ | +472.267 $ | +24,4 % | 1.938.899 $ | +285.596 $ | +17,3 % | 1.653.303 $ | +30.234 $ | +1,9 % |
| Bear Mountain Capital, Inc. | 2.407.306 $ | +98.249 $ | +4,3 % | 2.309.057 $ | +156.306 $ | +7,3 % | 2.152.751 $ | +143.766 $ | +7,2 % | |||
| MGO ONE SEVEN LLC | 2.341.449 $ | -65.477 $ | -2,7 % | 2.406.926 $ | +42.881 $ | +1,8 % | 2.364.045 $ | +220.363 $ | +10,3 % | |||
| VICUS CAPITAL | 2.396.913 $ | +518.394 $ | +27,6 % | 1.878.519 $ | +269.343 $ | +16,7 % | 1.609.176 $ | -314.542 $ | -16,4 % | |||
| PDS Planning, Inc | 2.378.947 $ | +319.526 $ | +15,5 % | 2.059.421 $ | +60.707 $ | +3,0 % | 1.998.714 $ | -29.216 $ | -1,4 % | |||
| NBT BANK, N.A. | 779.698 $ | -1.596.128 $ | -67,2 % | 2.375.826 $ | +2.207.425 $ | +1.310,8 % | 168.401 $ | -4.312 $ | -2,5 % | 172.713 $ | +11.140 $ | +6,9 % |
| BigSur Wealth Management LLC | 2.370.150 $ | +5.520 $ | +0,2 % | 2.364.630 $ | +165.370 $ | +7,5 % | 2.199.260 $ | +12.190 $ | +0,6 % | 2.187.070 $ | +48.530 $ | +2,3 % |
| Capital Analysts, LLC | 1.352.000 $ | +107.000 $ | +8,6 % | 1.245.000 $ | -1.105.000 $ | -47,0 % | 2.350.000 $ | +135.000 $ | +6,1 % | |||
| HUNTINGTON NATIONAL BANK | 2.336.167 $ | +255.398 $ | +12,3 % | 2.080.769 $ | +54.082 $ | +2,7 % | 2.026.687 $ | +173.002 $ | +9,3 % | |||
| Bluespring Wealth Management, LLC | 2.326.722 $ | +867.724 $ | +59,5 % | 1.458.998 $ | +66.883 $ | +4,8 % | 1.392.115 $ | +70.731 $ | +5,4 % | |||
| COMMERCE BANK | 2.324.507 $ | +442.016 $ | +23,5 % | 1.882.491 $ | +42.041 $ | +2,3 % | 1.840.450 $ | +48.123 $ | +2,7 % | |||
| Foster Group, Inc. | 2.028.827 $ | -295.240 $ | -12,7 % | 2.324.067 $ | +206.272 $ | +9,7 % | 2.117.795 $ | -60.102 $ | -2,8 % | 2.177.897 $ | +800.684 $ | +58,1 % |
| EVOLVE PRIVATE WEALTH, LLC | 2.323.787 $ | +318.360 $ | +15,9 % | 2.005.427 $ | +12.087 $ | +0,6 % | 1.993.340 $ | |||||
| Neuberger Berman Group LLC | 2.316.495 $ | +608.196 $ | +35,6 % | 1.708.299 $ | +604.278 $ | +54,7 % | 1.104.021 $ | +54.417 $ | +5,2 % | |||
| Sage Advisory Services, Ltd.Co. | 2.315.000 $ | +278.000 $ | +13,6 % | 2.037.000 $ | +31.000 $ | +1,5 % | 2.006.000 $ | +41.000 $ | +2,1 % | |||
| SAX WEALTH ADVISORS, LLC | 2.314.474 $ | +119.306 $ | +5,4 % | 2.195.168 $ | +211.013 $ | +10,6 % | 1.984.155 $ | +0 $ | +0,0 % | 1.984.155 $ | -349.668 $ | -15,0 % |
| Tower Research Capital LLC (TRC) | 1.450.717 $ | -857.842 $ | -37,2 % | 2.308.559 $ | +1.856.376 $ | +410,5 % | 452.183 $ | -188.724 $ | -29,4 % | |||
| Great Diamond Partners, LLC | 2.261.525 $ | +29.409 $ | +1,3 % | 2.232.116 $ | +673.244 $ | +43,2 % | 1.558.872 $ | +112.060 $ | +7,7 % | 1.446.812 $ | -93.816 $ | -6,1 % |
| Capital Investment Advisory Services, LLC | 3.610 $ | -804 $ | -18,2 % | 4.414 $ | -2.251.079 $ | -99,8 % | 2.255.493 $ | -13.112 $ | -0,6 % | |||
| Vermillion Wealth Management, Inc. | 2.241.520 $ | +89.854 $ | +4,2 % | |||||||||
| PRESILIUM PRIVATE WEALTH, LLC | 2.228.632 $ | +261.778 $ | +13,3 % | 1.966.854 $ | +1.468 $ | +0,1 % | 1.965.386 $ | +42.280 $ | +2,2 % | |||
| Bragg Financial Advisors, Inc | 2.226.803 $ | +206.885 $ | +10,2 % | 2.019.918 $ | +85.371 $ | +4,4 % | 1.934.547 $ | +61.971 $ | +3,3 % | |||
| Hardy Reed LLC | 2.225.431 $ | +298.696 $ | +15,5 % | 1.926.735 $ | +138.807 $ | +7,8 % | 1.787.928 $ | +31.253 $ | +1,8 % | |||
| Topel & Distasi Wealth Management, LLC | 2.072.097 $ | +185.966 $ | +9,9 % | 1.886.131 $ | -332.380 $ | -15,0 % | 2.218.511 $ | -9.260 $ | -0,4 % | |||
| Sequent Asset Management, LLC | 2.211.658 $ | +378.387 $ | +20,6 % | 1.833.271 $ | -92.729 $ | -4,8 % | 1.926.000 $ | +67.143 $ | +3,6 % | |||
| Quadrature Capital Ltd | 2.195.818 $ | |||||||||||
| Fingerlakes Wealth Management, Inc. | 2.186.752 $ | +785.145 $ | +56,0 % | 1.401.607 $ | +159.853 $ | +12,9 % | 1.241.754 $ | +56.030 $ | +4,7 % | |||
| Johnson Financial Group, LLC | 732.007 $ | -1.448.434 $ | -66,4 % | 2.180.441 $ | +20.982 $ | +1,0 % | 2.159.459 $ | +121.859 $ | +6,0 % | |||
| RHS Financial, LLC | 2.176.150 $ | +6.398 $ | +0,3 % | 2.169.752 $ | +545.137 $ | +33,6 % | 1.624.615 $ | -158.624 $ | -8,9 % | 1.783.239 $ | +30.951 $ | +1,8 % |
| MainStreet Investment Advisors LLC | 2.173.864 $ | +246.503 $ | +12,8 % | 1.927.361 $ | +1.048.952 $ | +119,4 % | 878.409 $ | -29.373 $ | -3,2 % | |||
| Valley Brook Capital Group, Inc. | 2.145.771 $ | +1.105.741 $ | +106,3 % | 1.040.030 $ | +232.931 $ | +28,9 % | 807.099 $ | +73.298 $ | +10,0 % | |||
| MassMutual Private Wealth & Trust, FSB | 2.078.595 $ | -60.171 $ | -2,8 % | 2.138.766 $ | +211.405 $ | +11,0 % | 1.927.361 $ | +1.013.604 $ | +110,9 % | 913.757 $ | +14.659 $ | +1,6 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 2.133.911 $ | +516.872 $ | +32,0 % | 1.617.039 $ | -100.897 $ | -5,9 % | 1.717.936 $ | +242.682 $ | +16,5 % | |||
| Vanguard Personalized Indexing Management, LLC | 648.731 $ | -1.454.258 $ | -69,2 % | 2.102.989 $ | ||||||||
| Williams & Novak Wealth Management, LLC | 2.089.867 $ | +24.034 $ | +1,2 % | 2.065.833 $ | +158.266 $ | +8,3 % | 1.907.567 $ | +17.026 $ | +0,9 % | 1.890.541 $ | +8.356 $ | +0,4 % |
| Plante Moran Financial Advisors, LLC | 2.074.777 $ | +218.709 $ | +11,8 % | 1.856.068 $ | +1.549.810 $ | +506,0 % | 306.258 $ | +29.453 $ | +10,6 % | |||
| Jordan Park Group LLC | 2.066.424 $ | +252.899 $ | +13,9 % | 1.813.525 $ | +95.738 $ | +5,6 % | 1.717.787 $ | -25.071 $ | -1,4 % | |||
| 1ST SOURCE BANK | 2.065.941 $ | +281.537 $ | +15,8 % | 1.784.404 $ | +257.263 $ | +16,8 % | 1.527.141 $ | +32.586 $ | +2,2 % | |||
| First Financial Bank - Trust Division | 2.062.856 $ | +4.806 $ | +0,2 % | 2.058.050 $ | +130.638 $ | +6,8 % | 1.927.412 $ | -6.243 $ | -0,3 % | 1.933.655 $ | +42.906 $ | +2,3 % |
| Range Advisory, LLC | 2.040.135 $ | +283.275 $ | +16,1 % | 1.756.860 $ | +558.905 $ | +46,7 % | 1.197.955 $ | |||||
| Opes Wealth Management LLC | 2.018.587 $ | -15.127 $ | -0,7 % | 2.033.714 $ | +29.117 $ | +1,5 % | ||||||
| STALEY CAPITAL ADVISERS INC | 2.022.131 $ | +285.591 $ | +16,4 % | 1.736.540 $ | +39.947 $ | +2,4 % | 1.696.593 $ | -14.991 $ | -0,9 % | |||
| Investor's Fiduciary Advisor Network, LLC | 1.913.000 $ | -109.000 $ | -5,4 % | 2.022.000 $ | +218.000 $ | +12,1 % | ||||||
| Onyx Bridge Wealth Group LLC | 1.982.802 $ | -35.199 $ | -1,7 % | 2.018.001 $ | +702.788 $ | +53,4 % | 1.315.213 $ | +44.707 $ | +3,5 % | 1.270.506 $ | +28.256 $ | +2,3 % |
| Caprock Group, LLC | 1.974.652 $ | +559.990 $ | +39,6 % | 1.414.662 $ | +140.960 $ | +11,1 % | 1.273.702 $ | +169.265 $ | +15,3 % | |||
| Aufman Associates Inc | 1.945.336 $ | +247.151 $ | +14,6 % | 1.698.185 $ | +17.525 $ | +1,0 % | 1.680.660 $ | +100.437 $ | +6,4 % | |||
| Capital Advantage, Inc. | 1.943.708 $ | +537.389 $ | +38,2 % | 1.406.319 $ | +162.316 $ | +13,0 % | 1.244.003 $ | +103.849 $ | +9,1 % | 1.140.154 $ | +85.447 $ | +8,1 % |
| Ameraudi Asset Management, Inc. | 1.941.604 $ | +35.550 $ | +1,9 % | 1.906.054 $ | +30.792 $ | +1,6 % | 1.875.262 $ | +37.169 $ | +2,0 % | |||
| Falcon Wealth Planning | 1.843.103 $ | -93.904 $ | -4,8 % | 1.937.007 $ | +21.573 $ | +1,1 % | 1.915.434 $ | +4.103 $ | +0,2 % | |||
| OKABENA INVESTMENT SERVICES INC | 1.907.126 $ | +635.189 $ | +49,9 % | 1.271.937 $ | +410.041 $ | +47,6 % | 861.896 $ | |||||
| Werba Rubin Papier Wealth Management | 1.900.564 $ | +86.911 $ | +4,8 % | 1.813.653 $ | +541.362 $ | +42,6 % | 1.272.291 $ | -132.384 $ | -9,4 % | |||
| Higgins & Schmidt Wealth Strategies LLC | 1.871.122 $ | +138.414 $ | +8,0 % | 1.732.708 $ | +6.048 $ | +0,4 % | 1.726.660 $ | +506.322 $ | +41,5 % | |||
| Boston Standard Wealth Management, LLC | 1.798.804 $ | -65.178 $ | -3,5 % | 1.863.982 $ | +213.589 $ | +12,9 % | 1.650.393 $ | +28.224 $ | +1,7 % | 1.622.169 $ | +8.169 $ | +0,5 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.857.115 $ | +366.593 $ | +24,6 % | 1.490.522 $ | +1.003.771 $ | +206,2 % | 486.751 $ | +46.611 $ | +10,6 % | |||
| Apollon Wealth Management, LLC | 1.820.701 $ | +441.581 $ | +32,0 % | 1.379.120 $ | +152.487 $ | +12,4 % | 1.226.633 $ | +3.241 $ | +0,3 % | |||
| Physician Wealth Advisors, Inc. | 1.707.427 $ | -108.577 $ | -6,0 % | 1.816.004 $ | +293.178 $ | +19,3 % | 1.522.826 $ | +174.830 $ | +13,0 % | 1.347.996 $ | +76.425 $ | +6,0 % |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1.793.089 $ | +299.176 $ | +20,0 % | 1.493.913 $ | +52.296 $ | +3,6 % | 1.441.617 $ | +25.201 $ | +1,8 % | |||
| Ipsen Advisor Group LLC | 1.792.307 $ | +206.477 $ | +13,0 % | 1.585.830 $ | +205.558 $ | +14,9 % | 1.380.272 $ | +224.969 $ | +19,5 % | |||
| Allodium Investment Consultants, LLC | 1.788.131 $ | +1.053.142 $ | +143,3 % | 734.989 $ | +96.928 $ | +15,2 % | 638.061 $ | |||||
| Argentarii, LLC | 1.780.092 $ | +185.365 $ | +11,6 % | 1.594.727 $ | +18.271 $ | +1,2 % | 1.576.456 $ | |||||
| Aaron Wealth Advisors LLC | 1.775.725 $ | +811.942 $ | +84,2 % | 963.783 $ | +65.373 $ | +7,3 % | 898.410 $ | +30.184 $ | +3,5 % | 868.226 $ | -305.730 $ | -26,0 % |
| CreativeOne Wealth, LLC | 1.772.436 $ | +113.535 $ | +6,8 % | 1.658.901 $ | +118.189 $ | +7,7 % | 1.540.712 $ | +246.614 $ | +19,1 % | |||
| Birch Hill Investment Advisors LLC | 1.711.079 $ | -60.951 $ | -3,4 % | 1.772.030 $ | +277.746 $ | +18,6 % | 1.494.284 $ | +35.453 $ | +2,4 % | 1.458.831 $ | -133.943 $ | -8,4 % |
| Focus Financial Network, Inc. | 1.694.254 $ | -75.467 $ | -4,3 % | 1.769.721 $ | +284.673 $ | +19,2 % | 1.485.048 $ | +330.921 $ | +28,7 % | 1.154.127 $ | -191.208 $ | -14,2 % |
| Qube Research & Technologies Ltd | 1.750.555 $ | +1.646.527 $ | +1.582,8 % | 104.028 $ | +61.359 $ | +143,8 % | 42.669 $ | -45.045 $ | -51,4 % | |||
| Orin Green Financial, LLC | 1.735.386 $ | +32.062 $ | +1,9 % | 1.703.324 $ | +371.037 $ | +27,8 % | 1.332.287 $ | +147.271 $ | +12,4 % | 1.185.016 $ | +25.451 $ | +2,2 % |
| Stordahl Capital Management, Inc. | 1.607.736 $ | -121.508 $ | -7,0 % | 1.729.244 $ | +275.480 $ | +18,9 % | 1.453.764 $ | +115.010 $ | +8,6 % | 1.338.754 $ | +25.979 $ | +2,0 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.725.898 $ | +385.616 $ | +28,8 % | 1.340.282 $ | +132.338 $ | +11,0 % | 1.207.944 $ | +177.392 $ | +17,2 % | |||
| MARQUETTE ASSOCIATES, INC. | 1.723.259 $ | +274.526 $ | +18,9 % | 1.448.733 $ | +225.343 $ | +18,4 % | 1.223.390 $ | |||||
| Armbruster Capital Management, Inc. | 1.723.232 $ | +798 $ | +0,0 % | 1.722.434 $ | +176.293 $ | +11,4 % | 1.546.141 $ | +174.788 $ | +12,7 % | 1.371.353 $ | +32.486 $ | +2,4 % |
| CARY STREET PARTNERS FINANCIAL LLC | 1.714.878 $ | +225.614 $ | +15,1 % | 1.489.264 $ | +26.699 $ | +1,8 % | 1.462.565 $ | +31.595 $ | +2,2 % | |||
| WealthCollab, LLC | 1.711.572 $ | +128.125 $ | +8,1 % | 1.583.447 $ | +10.414 $ | +0,7 % | 1.573.033 $ | +34.545 $ | +2,2 % | |||
| Walkner Condon Financial Advisors LLC | 1.708.201 $ | +183.170 $ | +12,0 % | 1.525.031 $ | +139.898 $ | +10,1 % | 1.385.133 $ | +29.786 $ | +2,2 % | |||
| Wedmont Private Capital | 1.232.092 $ | -474.512 $ | -27,8 % | 1.706.604 $ | ||||||||
| ZENITH SOLUTIONS, INC. | 1.393.974 $ | -311.966 $ | -18,3 % | 1.705.940 $ | ||||||||
| McAdam, LLC | 1.700.468 $ | +112.939 $ | +7,1 % | 1.587.529 $ | +213.083 $ | +15,5 % | 1.374.446 $ | +20.333 $ | +1,5 % | 1.354.113 $ | +579.163 $ | +74,7 % |
| EQ LLC | 1.693.237 $ | +87.530 $ | +5,5 % | 1.605.707 $ | +83.019 $ | +5,5 % | 1.522.688 $ | +333.781 $ | +28,1 % | |||
| World Investment Advisors | 1.677.454 $ | +162.611 $ | +10,7 % | 1.514.843 $ | +30.283 $ | +2,0 % | 1.484.560 $ | +391.639 $ | +35,8 % | |||
| PETRA FINANCIAL ADVISORS INC | 1.669.998 $ | |||||||||||
| Squarepoint Ops LLC | 1.660.058 $ | +1.435.454 $ | +639,1 % | 224.604 $ | ||||||||
| Pathway Financial Advisors LLC | 1.590.326 $ | -69.015 $ | -4,2 % | 1.659.341 $ | +564.981 $ | +51,6 % | 1.094.360 $ | -9.240 $ | -0,8 % | 1.103.600 $ | +55.151 $ | +5,3 % |
| J.W. COLE ADVISORS, INC. | 1.657.111 $ | +1.421.251 $ | +602,6 % | 235.860 $ | ||||||||
| Coastline Trust Co | 1.449.399 $ | -195.253 $ | -11,9 % | 1.644.652 $ | +162.446 $ | +11,0 % | 1.482.206 $ | +84.858 $ | +6,1 % | 1.397.348 $ | +60.296 $ | +4,5 % |
| Maia Wealth LLC | 1.391.381 $ | -9.347 $ | -0,7 % | 1.400.728 $ | +199.986 $ | +16,7 % | 1.200.742 $ | -438.165 $ | -26,7 % | 1.638.907 $ | -180.771 $ | -9,9 % |
| RED REEF ADVISORS LLC | 1.632.370 $ | +230.191 $ | +16,4 % | 1.402.179 $ | +5.702 $ | +0,4 % | 1.396.477 $ | |||||
| Secure Asset Management, LLC | 1.382.007 $ | -246.793 $ | -15,2 % | 1.628.800 $ | +1.113.541 $ | +216,1 % | 515.259 $ | +281.184 $ | +120,1 % | 234.075 $ | ||
| TUDOR INVESTMENT CORP ET AL | 1.615.252 $ | +1.344.160 $ | +495,8 % | 271.092 $ | -12.170 $ | -4,3 % | 283.262 $ | |||||
| Arax Advisory Partners | 1.608.651 $ | +1.342.369 $ | +504,1 % | 266.282 $ | -230.263 $ | -46,4 % | 496.545 $ | +480.090 $ | +2.917,6 % | |||
| HILL ISLAND FINANCIAL LLC | 1.046.553 $ | -73.823 $ | -6,6 % | 1.120.376 $ | -474.197 $ | -29,7 % | 1.594.573 $ | +87.253 $ | +5,8 % | 1.507.320 $ | +60.954 $ | +4,2 % |
| Belpointe Asset Management LLC | 1.594.028 $ | +896.088 $ | +128,4 % | 697.940 $ | +76.917 $ | +12,4 % | 621.023 $ | +62.650 $ | +11,2 % | |||
| Trust Co | 1.564.208 $ | -10.484 $ | -0,7 % | 1.574.692 $ | +170.974 $ | +12,2 % | 1.403.718 $ | -188.810 $ | -11,9 % | 1.592.528 $ | +63.688 $ | +4,2 % |
| Krilogy Financial LLC | 1.376.751 $ | -26.260 $ | -1,9 % | 1.403.011 $ | -131.312 $ | -8,6 % | 1.534.323 $ | -42.146 $ | -2,7 % | 1.576.469 $ | -679.633 $ | -30,1 % |
| WestHill Financial Advisors, Inc. | 1.573.492 $ | |||||||||||
| Johnson Financial Group, Inc. | 1.563.943 $ | +161.043 $ | +11,5 % | 1.402.900 $ | +144.791 $ | +11,5 % | 1.258.109 $ | +1.066.755 $ | +557,5 % | |||
| BlueStem Wealth Partners, LLC | 1.563.355 $ | +309.542 $ | +24,7 % | 1.253.813 $ | +69.753 $ | +5,9 % | 1.184.060 $ | +49.613 $ | +4,4 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 1.548.422 $ | +46.798 $ | +3,1 % | 1.501.624 $ | +320.570 $ | +27,1 % | 1.181.054 $ | +943.888 $ | +398,0 % | |||
| Coppell Advisory Solutions LLC | 1.546.050 $ | |||||||||||
| AQR CAPITAL MANAGEMENT LLC | 1.544.194 $ | +772.797 $ | +100,2 % | 771.397 $ | +62.931 $ | +8,9 % | 708.466 $ | +478.332 $ | +207,8 % | |||
| Kohmann Bosshard Financial Services, LLC | 1.544.009 $ | |||||||||||
| Mutual Advisors, LLC | 1.542.084 $ | +494.869 $ | +47,3 % | 1.047.215 $ | +172.123 $ | +19,7 % | 875.092 $ | +79.334 $ | +10,0 % | |||
| Peak Financial Management, Inc. | 1.506.901 $ | -28.563 $ | -1,9 % | 1.535.464 $ | +167.773 $ | +12,3 % | 1.367.691 $ | +14.261 $ | +1,1 % | 1.353.430 $ | +20.250 $ | +1,5 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.526.098 $ | +763.478 $ | +100,1 % | 762.620 $ | +124.618 $ | +19,5 % | 638.002 $ | +39.382 $ | +6,6 % | |||
| KINGSWOOD WEALTH ADVISORS, LLC | 1.523.850 $ | +697.880 $ | +84,5 % | 825.970 $ | -101.831 $ | -11,0 % | 927.801 $ | +146.649 $ | +18,8 % | |||
| Bangor Savings Bank | 1.341.041 $ | -160.937 $ | -10,7 % | 1.501.978 $ | +230.064 $ | +18,1 % | 1.271.914 $ | -124.990 $ | -8,9 % | 1.396.904 $ | +27.160 $ | +2,0 % |
| Tortoise Investment Management, LLC | 1.498.988 $ | +134.120 $ | +9,8 % | 1.364.868 $ | +46.420 $ | +3,5 % | 1.318.448 $ | +390.751 $ | +42,1 % | |||
| Nicht ausgewiesen | 1.318.849 $ | +222.340 $ | +20,3 % | 1.096.509 $ | -402.267 $ | -26,8 % | 1.498.776 $ | -568.451 $ | -27,5 % | |||
| SIGMA INVESTMENT COUNSELORS INC | 1.486.776 $ | +154.090 $ | +11,6 % | 1.332.686 $ | +66.925 $ | +5,3 % | 1.265.761 $ | +26.343 $ | +2,1 % | |||
| Towerpoint Wealth, LLC | 1.351.329 $ | -130.195 $ | -8,8 % | 1.481.524 $ | +164.780 $ | +12,5 % | 1.316.744 $ | +45.978 $ | +3,6 % | 1.270.766 $ | +65.619 $ | +5,4 % |
| Fort Point Capital Partners LLC | 1.474.819 $ | +181.928 $ | +14,1 % | 1.292.891 $ | -38.334 $ | -2,9 % | 1.331.225 $ | +85.634 $ | +6,9 % | |||
| OpenArc Corporate Advisory, LLC | 1.472.297 $ | +143.790 $ | +10,8 % | 1.328.507 $ | -90.928 $ | -6,4 % | 1.419.435 $ | +3.815 $ | +0,3 % | 1.415.620 $ | ||
| Bell Bank | 1.450.120 $ | +972.876 $ | +203,9 % | 477.244 $ | +24.675 $ | +5,5 % | 452.569 $ | |||||
| HF Advisory Group, LLC | 1.450.039 $ | +49.149 $ | +3,5 % | 1.400.890 $ | +141.123 $ | +11,2 % | 1.259.767 $ | +45.770 $ | +3,8 % | 1.213.997 $ | +51.719 $ | +4,4 % |
| Y-Intercept (Hong Kong) Ltd | 1.449.009 $ | +348.602 $ | +31,7 % | 1.100.407 $ | +18.685 $ | +1,7 % | ||||||
| Morling Financial Advisors, LLC | 1.442.145 $ | +176.631 $ | +14,0 % | 1.265.514 $ | +7.395 $ | +0,6 % | 1.258.119 $ | +51.065 $ | +4,2 % | |||
| LexAurum Advisors, LLC | 1.418.538 $ | -15.020 $ | -1,0 % | 1.433.558 $ | +283.032 $ | +24,6 % | 1.150.526 $ | +79.024 $ | +7,4 % | |||
| Valeo Financial Advisors, LLC | 744.988 $ | -286.346 $ | -27,8 % | 1.031.334 $ | +666.437 $ | +182,6 % | 364.897 $ | -1.052.249 $ | -74,3 % | 1.417.146 $ | +29.238 $ | +2,1 % |
| RFG Advisory, LLC | 1.193.151 $ | -144.189 $ | -10,8 % | 1.337.340 $ | -78.382 $ | -5,5 % | 1.415.722 $ | +379.550 $ | +36,6 % | |||
| MOLLER WEALTH PARTNERS | 1.412.429 $ | +12.559 $ | +0,9 % | 1.399.870 $ | +159.943 $ | +12,9 % | 1.239.927 $ | -12.047 $ | -1,0 % | 1.251.974 $ | +25.905 $ | +2,1 % |
| BLB&B Advisors, LLC | 1.406.518 $ | +157.777 $ | +12,6 % | 1.248.741 $ | +21.156 $ | +1,7 % | 1.227.585 $ | +2.689 $ | +0,2 % | |||
| Connecticut Wealth Management, LLC | 1.396.458 $ | +45.537 $ | +3,4 % | 1.350.921 $ | +250.022 $ | +22,7 % | 1.100.899 $ | -60.539 $ | -5,2 % | 1.161.438 $ | -232.374 $ | -16,7 % |
| Koshinski Asset Management, Inc. | 1.387.167 $ | +690.175 $ | +99,0 % | 696.992 $ | +114.633 $ | +19,7 % | 582.359 $ | +34.186 $ | +6,2 % | |||
| BENJAMIN EDWARDS INC | 1.386.470 $ | +691.718 $ | +99,6 % | 694.752 $ | +109.297 $ | +18,7 % | 585.455 $ | +68.113 $ | +13,2 % | |||
| CIBC Asset Management Inc | 1.386.379 $ | +170.385 $ | +14,0 % | 1.215.994 $ | +21.003 $ | +1,8 % | 1.194.991 $ | +23.385 $ | +2,0 % | |||
| Engineers Gate Manager LP | 1.377.241 $ | +1.111.467 $ | +418,2 % | |||||||||
| Aprio Wealth Management, LLC | 1.375.160 $ | +100.868 $ | +7,9 % | 1.274.292 $ | +2.594 $ | +0,2 % | 1.271.698 $ | +67.017 $ | +5,6 % | |||
| Montecito Bank & Trust | 1.360.102 $ | -12.912 $ | -0,9 % | 1.373.014 $ | +175.530 $ | +14,7 % | 1.197.484 $ | -157.160 $ | -11,6 % | 1.354.644 $ | -2.656.474 $ | -66,2 % |
| NewEdge Wealth, LLC | 1.371.610 $ | +271.406 $ | +24,7 % | 1.100.204 $ | +126.580 $ | +13,0 % | 973.624 $ | +22.861 $ | +2,4 % | |||
| NEPC LLC | 1.371.485 $ | +95.914 $ | +7,5 % | 1.275.571 $ | +7.070 $ | +0,6 % | 1.268.501 $ | +106.716 $ | +9,2 % | |||
| Simplicity Wealth,LLC | 1.370.197 $ | +678.186 $ | +98,0 % | 692.011 $ | ||||||||
| Columbia Bank | 1.359.123 $ | +1.123.037 $ | +475,7 % | 236.086 $ | +1.309 $ | +0,6 % | 234.777 $ | +4.197 $ | +1,8 % | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 1.350.288 $ | +212.938 $ | +18,7 % | 1.137.350 $ | +29.760 $ | +2,7 % | 1.107.590 $ | +26.819 $ | +2,5 % | |||
| TWO SIGMA SECURITIES, LLC | 248.595 $ | -1.100.363 $ | -81,6 % | 1.348.958 $ | +924.267 $ | +217,6 % | ||||||
| Hennion & Walsh Asset Management, Inc. | 1.346.669 $ | +510.934 $ | +61,1 % | 835.735 $ | +217.867 $ | +35,3 % | 617.868 $ | |||||
| KKM Financial LLC | 1.342.350 $ | +778.895 $ | +138,2 % | 563.455 $ | +0 $ | +0,0 % | 563.455 $ | +81.806 $ | +17,0 % | |||
| Gateway Wealth Partners, LLC | 652.615 $ | -689.188 $ | -51,4 % | 1.341.803 $ | +1.076.183 $ | +405,2 % | 265.620 $ | |||||
| Mendel Capital Management LLC | 1.310.042 $ | +91.959 $ | +7,5 % | 1.218.083 $ | -81.391 $ | -6,3 % | ||||||
| WEDBUSH SECURITIES INC | 470.000 $ | -833.000 $ | -63,9 % | 1.303.000 $ | +431.000 $ | +49,4 % | 872.000 $ | +20.000 $ | +2,3 % | 852.000 $ | +34.000 $ | +4,2 % |
| CAPE ANN SAVINGS BANK | 1.300.758 $ | +214.439 $ | +19,7 % | 1.086.319 $ | +264.024 $ | +32,1 % | 822.295 $ | |||||
| Austin Private Wealth, LLC | 1.294.681 $ | +79.241 $ | +6,5 % | |||||||||
| PRIVATE TRUST CO NA | 1.214.430 $ | -74.423 $ | -5,8 % | 1.288.853 $ | +9.760 $ | +0,8 % | 1.279.093 $ | +72.397 $ | +6,0 % | 1.206.696 $ | -104.825 $ | -8,0 % |
| Millennium Capital Advisors, LLC | 1.029.173 $ | -257.394 $ | -20,0 % | 1.286.567 $ | +640.064 $ | +99,0 % | 646.503 $ | +106.312 $ | +19,7 % | 540.191 $ | -22.401 $ | -4,0 % |
| FIDUCIARY FINANCIAL ADVISORS | 1.283.635 $ | +770.528 $ | +150,2 % | 513.107 $ | ||||||||
| Financial Planning Fort Collins, LLC | 1.267.950 $ | +4.278 $ | +0,3 % | 1.263.672 $ | +40.949 $ | +3,3 % | 1.222.723 $ | +172.222 $ | +16,4 % | 1.050.501 $ | ||
| Morton Brown Family Wealth, LLC | 1.253.326 $ | +122.083 $ | +10,8 % | 1.131.243 $ | -56.874 $ | -4,8 % | 1.188.117 $ | +48.387 $ | +4,2 % | |||
| HighPoint Advisor Group LLC | 1.250.002 $ | +389.838 $ | +45,3 % | 860.164 $ | +9.162 $ | +1,1 % | 851.002 $ | |||||
| Shotwell Rutter Baer Inc | 1.247.835 $ | +1.997 $ | +0,2 % | 1.245.838 $ | +116.374 $ | +10,3 % | 1.129.464 $ | -26.072 $ | -2,3 % | 1.155.536 $ | +36.230 $ | +3,2 % |
| Greykasell Wealth Strategies, Inc. | 1.245.949 $ | +140.204 $ | +12,7 % | 1.105.745 $ | +25.574 $ | +2,4 % | 1.080.171 $ | +1.651 $ | +0,2 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.243.148 $ | +306.234 $ | +32,7 % | 936.914 $ | +147.589 $ | +18,7 % | 789.325 $ | +2.562 $ | +0,3 % | 786.763 $ | +24.816 $ | +3,3 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.141.865 $ | -90.644 $ | -7,4 % | 1.232.509 $ | +342.223 $ | +38,4 % | 890.286 $ | +176.108 $ | +24,7 % | 714.178 $ | -8.967 $ | -1,2 % |
| Regal Investment Advisors LLC | 1.000.666 $ | -133.564 $ | -11,8 % | 1.134.230 $ | -90.360 $ | -7,4 % | 1.224.590 $ | +98.819 $ | +8,8 % | |||
| M. Kulyk & Associates, LLC | 1.145.574 $ | -78.590 $ | -6,4 % | 1.224.164 $ | ||||||||
| Well Done, LLC | 1.139.685 $ | -61.949 $ | -5,2 % | 1.201.634 $ | +165.397 $ | +16,0 % | 1.036.237 $ | +375.964 $ | +56,9 % | 660.273 $ | +12.924 $ | +2,0 % |
| Continuum Advisory, LLC | 1.200.812 $ | +64.553 $ | +5,7 % | 1.136.259 $ | +262.949 $ | +30,1 % | 873.310 $ | +242.754 $ | +38,5 % | |||
| COURIER CAPITAL LLC | 1.081.001 $ | -55.518 $ | -4,9 % | 1.136.519 $ | +56.400 $ | +5,2 % | 1.080.119 $ | -117.116 $ | -9,8 % | 1.197.235 $ | -12.342 $ | -1,0 % |
| FIRST FOUNDATION ADVISORS | 1.196.789 $ | +552.929 $ | +85,9 % | 643.860 $ | +105.877 $ | +19,7 % | 537.983 $ | +44.168 $ | +8,9 % | |||
| New England Private Wealth Advisors LLC | 1.196.224 $ | +56.344 $ | +4,9 % | 1.139.880 $ | +152.105 $ | +15,4 % | 987.775 $ | -77.884 $ | -7,3 % | 1.065.659 $ | +71.865 $ | +7,2 % |
| Affinity Capital Advisors, LLC | 1.147.460 $ | -45.325 $ | -3,8 % | 1.192.785 $ | +31.967 $ | +2,8 % | 1.160.818 $ | +11.135 $ | +1,0 % | 1.149.683 $ | +14.151 $ | +1,2 % |
| SAGESPRING WEALTH PARTNERS, LLC | 1.111.685 $ | +100.673 $ | +10,0 % | 1.011.012 $ | -106.807 $ | -9,6 % | 1.117.819 $ | -72.567 $ | -6,1 % | 1.190.386 $ | +121.178 $ | +11,3 % |
| Financial Futures Ltd Liability Co. | 1.016.241 $ | -170.915 $ | -14,4 % | 1.187.156 $ | +25.282 $ | +2,2 % | 1.161.874 $ | +39.289 $ | +3,5 % | 1.122.585 $ | +542.970 $ | +93,7 % |
| Snowden Capital Advisors LLC | 1.179.183 $ | +105.379 $ | +9,8 % | 1.073.804 $ | +22.524 $ | +2,1 % | 1.051.280 $ | +20.614 $ | +2,0 % | |||
| Sharper & Granite LLC | 1.152.885 $ | +142.698 $ | +14,1 % | 1.010.187 $ | -3.390 $ | -0,3 % | 1.013.577 $ | +25.719 $ | +2,6 % | |||
| Kingsview Wealth Management, LLC | 1.150.410 $ | +580.071 $ | +101,7 % | 570.339 $ | -10.867 $ | -1,9 % | 581.206 $ | +18.501 $ | +3,3 % | |||
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.139.664 $ | +823.529 $ | +260,5 % | 316.135 $ | -566.947 $ | -64,2 % | 883.082 $ | +642.915 $ | +267,7 % | |||
| Garton & Associates Financial Advisors LLC | 864.358 $ | -274.087 $ | -24,1 % | 1.138.445 $ | ||||||||
| BAROMETER CAPITAL MANAGEMENT INC. | 1.129.232 $ | +747.136 $ | +195,5 % | |||||||||
| OPPENHEIMER & CO INC | 1.126.913 $ | +858.213 $ | +319,4 % | 268.700 $ | -89.324 $ | -24,9 % | 358.024 $ | -18.420 $ | -4,9 % | |||
| American Trust | 885.029 $ | +210.686 $ | +31,2 % | 674.343 $ | -451.618 $ | -40,1 % | 1.125.961 $ | +465.277 $ | +70,4 % | |||
| Ethos Financial Group, LLC | 1.124.167 $ | +593.639 $ | +111,9 % | 530.528 $ | -44.647 $ | -7,8 % | 575.175 $ | -319.820 $ | -35,7 % | |||
| AdvisorNet Financial, Inc | 698.042 $ | -418.611 $ | -37,5 % | 1.116.653 $ | +355.970 $ | +46,8 % | 760.683 $ | -26.694 $ | -3,4 % | 787.377 $ | +35.163 $ | +4,7 % |
| Empowered Funds, LLC | 1.116.087 $ | +107.278 $ | +10,6 % | 1.008.809 $ | +672.000 $ | +199,5 % | 336.809 $ | +119.930 $ | +55,3 % | |||
| Sound Stewardship, LLC | 1.027.844 $ | -81.678 $ | -7,4 % | 1.109.522 $ | +180.008 $ | +19,4 % | 929.514 $ | -16 $ | -0,0 % | 929.530 $ | +597 $ | +0,1 % |
| Institute for Wealth Management, LLC. | 1.108.520 $ | +501.247 $ | +82,5 % | 607.273 $ | -8.774 $ | -1,4 % | 616.047 $ | -1.305.484 $ | -67,9 % | |||
| BRADLEY FOSTER & SARGENT INC/CT | 1.099.910 $ | +118.288 $ | +12,1 % | 981.622 $ | +48.332 $ | +5,2 % | 933.290 $ | +198.963 $ | +27,1 % | |||
| GLENMEDE TRUST CO NA | 1.091.173 $ | +830.517 $ | +318,6 % | 260.656 $ | +3.309 $ | +1,3 % | 257.347 $ | |||||
| Capital Square, LLC | 1.012.561 $ | -76.288 $ | -7,0 % | 1.088.849 $ | +194.879 $ | +21,8 % | 893.970 $ | +389.057 $ | +77,1 % | 504.913 $ | +86.886 $ | +20,8 % |
| Bigelow Investment Advisors, LLC | 1.047.617 $ | -33.938 $ | -3,1 % | 1.081.555 $ | +311.527 $ | +40,5 % | 770.028 $ | +15.505 $ | +2,1 % | 754.523 $ | +18.842 $ | +2,6 % |
| Argent Trust Co | 776.627 $ | +72.960 $ | +10,4 % | 703.667 $ | -374.865 $ | -34,8 % | 1.078.532 $ | +56.526 $ | +5,5 % | |||
| BRIGHTON JONES LLC | 1.078.352 $ | +24.582 $ | +2,3 % | 1.053.770 $ | -271.006 $ | -20,5 % | ||||||
| WT Wealth Management | 1.078.008 $ | +75.134 $ | +7,5 % | 1.002.874 $ | +127.512 $ | +14,6 % | 875.362 $ | -128.057 $ | -12,8 % | 1.003.419 $ | -41.772 $ | -4,0 % |
| WASHINGTON TRUST BANK | 1.077.658 $ | +172.670 $ | +19,1 % | 904.988 $ | +11.182 $ | +1,3 % | 893.806 $ | +18.748 $ | +2,1 % | |||
| Van Hulzen Asset Management, LLC | 1.067.237 $ | +66.495 $ | +6,6 % | 1.000.742 $ | +63.462 $ | +6,8 % | 937.280 $ | -21.249 $ | -2,2 % | |||
| Parcion Private Wealth LLC | 1.058.737 $ | +74.042 $ | +7,5 % | 984.695 $ | +4.412 $ | +0,5 % | 980.283 $ | |||||
| HSBC HOLDINGS PLC | 585.675 $ | +38.125 $ | +7,0 % | 547.550 $ | -511.116 $ | -48,3 % | 1.058.666 $ | +515.178 $ | +94,8 % | |||
| PITTENGER & ANDERSON INC | 1.056.210 $ | +55.536 $ | +5,5 % | 1.000.674 $ | +34.464 $ | +3,6 % | 966.210 $ | +28.413 $ | +3,0 % | |||
| Berbice Capital Management LLC | 1.055.092 $ | +22.082 $ | +2,1 % | 1.033.010 $ | ||||||||
| RITHOLTZ WEALTH MANAGEMENT | 1.052.961 $ | +725.488 $ | +221,5 % | 327.473 $ | +14.531 $ | +4,6 % | 312.942 $ | -20.971 $ | -6,3 % | |||
| SCS Capital Management LLC | 1.052.585 $ | +108.531 $ | +11,5 % | 944.054 $ | +13.114 $ | +1,4 % | 930.940 $ | +31.082 $ | +3,5 % | |||
| Farmers National Bank | 1.052.296 $ | +191.290 $ | +22,2 % | 861.006 $ | +9.501 $ | +1,1 % | 851.505 $ | +44.758 $ | +5,5 % | |||
| AE Wealth Management LLC | 1.049.802 $ | +271.978 $ | +35,0 % | 777.824 $ | +150.559 $ | +24,0 % | 627.265 $ | +196.924 $ | +45,8 % | |||
| Wealth Analytics Partners, LLC | 1.048.534 $ | +78.757 $ | +8,1 % | 969.777 $ | +48.998 $ | +5,3 % | 920.779 $ | +5.103 $ | +0,6 % | 915.676 $ | ||
| Pacific Excel Wealth Advisors, Inc. | 1.043.401 $ | |||||||||||
| Heritage Family Offices, LLP | 1.043.401 $ | |||||||||||
| KINTRA WEALTH, LLC | 1.042.568 $ | +562.077 $ | +117,0 % | 480.491 $ | ||||||||
| Round Rock Advisors LLC | 1.034.960 $ | +117.822 $ | +12,8 % | 917.138 $ | +13.604 $ | +1,5 % | 903.534 $ | +13.227 $ | +1,5 % | |||
| MORRIS FINANCIAL CONCEPTS, INC. | 1.031.594 $ | +123.829 $ | +13,6 % | 907.765 $ | +1.180 $ | +0,1 % | 906.585 $ | -8.345 $ | -0,9 % | |||
| SFI Advisors, LLC | 736.630 $ | +366.472 $ | +99,0 % | 370.158 $ | -658.807 $ | -64,0 % | 1.028.965 $ | +111.377 $ | +12,1 % | |||
| ERn Financial, LLC | 1.023.165 $ | +72.893 $ | +7,7 % | 950.272 $ | -14.131 $ | -1,5 % | 964.403 $ | +9.684 $ | +1,0 % | |||
| Symmetry Partners, LLC | 1.022.292 $ | +320.441 $ | +45,7 % | 701.851 $ | -10.373 $ | -1,5 % | 712.224 $ | +95.767 $ | +15,5 % | |||
| DWR WEALTH MANAGEMENT, LLC | 1.016.649 $ | +99.124 $ | +10,8 % | 917.525 $ | +493.277 $ | +116,3 % | 424.248 $ | +160.872 $ | +61,1 % | 263.376 $ | ||
| Mason & Associates Inc | 1.014.067 $ | +185.059 $ | +22,3 % | 829.008 $ | +14.242 $ | +1,7 % | 814.766 $ | |||||
| Keener Financial Planning LLC | 1.013.000 $ | +221.000 $ | +27,9 % | 792.000 $ | +12.000 $ | +1,5 % | 780.000 $ | +203.000 $ | +35,2 % | |||
| Envision Financial Transparency, LLC | 1.000.000 $ | |||||||||||
| One Day In July LLC | 996.393 $ | +125.489 $ | +14,4 % | 870.904 $ | +35.355 $ | +4,2 % | 835.549 $ | -208.504 $ | -20,0 % | |||
| FIRST TRUST ADVISORS LP | 994.065 $ | +277.910 $ | +38,8 % | 716.155 $ | +18.258 $ | +2,6 % | 697.897 $ | +209.543 $ | +42,9 % | |||
| VERITY Wealth Advisors | 986.206 $ | +284.833 $ | +40,6 % | 701.373 $ | +3.888 $ | +0,6 % | 697.485 $ | +15.477 $ | +2,3 % | |||
| Prism Advisors, Inc. | 947.358 $ | -38.210 $ | -3,9 % | 985.568 $ | +166.153 $ | +20,3 % | 819.415 $ | +20.247 $ | +2,5 % | 799.168 $ | +13.570 $ | +1,7 % |
| United Asset Strategies, Inc. | 978.815 $ | +317.149 $ | +47,9 % | 661.666 $ | +22.241 $ | +3,5 % | 639.425 $ | -13.950 $ | -2,1 % | |||
| RWA WEALTH PARTNERS, LLC | 978.238 $ | +326.024 $ | +50,0 % | 652.214 $ | +14.425 $ | +2,3 % | 637.789 $ | +208.898 $ | +48,7 % | |||
| Sound Income Strategies, LLC | 770.295 $ | -205.054 $ | -21,0 % | 975.349 $ | +547.645 $ | +128,0 % | 427.704 $ | +13.328 $ | +3,2 % | 414.376 $ | +317.061 $ | +325,8 % |
| UMB Bank, n.a. | 975.105 $ | +173.280 $ | +21,6 % | 801.825 $ | +96.018 $ | +13,6 % | 705.807 $ | -1.216 $ | -0,2 % | |||
| Moss Adams Wealth Advisors LLC | 975.084 $ | +155.337 $ | +18,9 % | 819.747 $ | -50.563 $ | -5,8 % | 870.310 $ | -3.276.567 $ | -79,0 % | |||
| MOGY JOEL R INVESTMENT COUNSEL INC | 968.966 $ | -1.704 $ | -0,2 % | 970.670 $ | +100.455 $ | +11,5 % | 870.215 $ | +11.150 $ | +1,3 % | 859.065 $ | +17.673 $ | +2,1 % |
| Noble Wealth Partners LLC | 969.361 $ | |||||||||||
| IFP Advisors, Inc | 968.955 $ | +62.371 $ | +6,9 % | 906.584 $ | +107.716 $ | +13,5 % | 798.868 $ | +81.422 $ | +11,3 % | 717.446 $ | +91.879 $ | +14,7 % |
| PFG Advisors | 849.916 $ | -113.204 $ | -11,8 % | 963.120 $ | +346.024 $ | +56,1 % | 617.096 $ | +47.900 $ | +8,4 % | 569.196 $ | -18.512 $ | -3,1 % |
| Capasso Planning Partners LLC | 962.523 $ | +100.485 $ | +11,7 % | 862.038 $ | +4.387 $ | +0,5 % | 857.651 $ | -62.050 $ | -6,7 % | |||
| Avior Wealth Management, LLC | 756.154 $ | -206.125 $ | -21,4 % | 962.279 $ | +226.251 $ | +30,7 % | 736.028 $ | +632 $ | +0,1 % | 735.396 $ | +87.993 $ | +13,6 % |
| Napier Financial, LLC | 949.749 $ | +140.609 $ | +17,4 % | 809.140 $ | -16.532 $ | -2,0 % | 825.672 $ | |||||
| Benchmark Financial, LLC | 939.568 $ | -3.452 $ | -0,4 % | 943.020 $ | +237.871 $ | +33,7 % | 705.149 $ | +64.331 $ | +10,0 % | 640.818 $ | ||
| TRUEFG, LLC | 907.743 $ | -32.303 $ | -3,4 % | 940.046 $ | +76.842 $ | +8,9 % | 863.204 $ | -34.610 $ | -3,9 % | 897.814 $ | +20.929 $ | +2,4 % |
| ABLE Financial Group, LLC | 934.026 $ | +306.474 $ | +48,8 % | 627.552 $ | +44.270 $ | +7,6 % | 583.282 $ | -95 $ | -0,0 % | 583.377 $ | +58.226 $ | +11,1 % |
| Etesian Wealth Advisors, Inc. | 932.868 $ | +135.293 $ | +17,0 % | 797.575 $ | +269.534 $ | +51,0 % | 528.041 $ | +241.477 $ | +84,3 % | |||
| Wellington Shields & Co., LLC | 918.815 $ | +433.510 $ | +89,3 % | 485.305 $ | +79.805 $ | +19,7 % | 405.500 $ | |||||
| Northland Capital Management LLC | 817.880 $ | -97.659 $ | -10,7 % | 915.539 $ | +97.799 $ | +12,0 % | 817.740 $ | -14.279 $ | -1,7 % | 832.019 $ | +57.627 $ | +7,4 % |
| WEALTH ALLIANCE, LLC | 707.253 $ | -183.276 $ | -20,6 % | 890.529 $ | -22.597 $ | -2,5 % | 913.126 $ | +76.776 $ | +9,2 % | |||
| Larson Financial Group LLC | 910.089 $ | +243.829 $ | +36,6 % | 666.260 $ | -61.834 $ | -8,5 % | 728.094 $ | -15.626 $ | -2,1 % | |||
| Financially in Tune, LLC | 906.629 $ | +24.323 $ | +2,8 % | 882.306 $ | ||||||||
| Polaris Financial Partners | 906.000 $ | |||||||||||
| MA Private Wealth | 900.666 $ | +120.791 $ | +15,5 % | 779.875 $ | +16.999 $ | +2,2 % | 762.876 $ | +5.020 $ | +0,7 % | |||
| Sage Mountain Advisors LLC | 895.827 $ | +115.523 $ | +14,8 % | 780.304 $ | +14.255 $ | +1,9 % | 766.049 $ | +70.122 $ | +10,1 % | |||
| ASSOCIATED BANC-CORP | 894.319 $ | +108.827 $ | +13,9 % | 785.492 $ | +7.820 $ | +1,0 % | 777.672 $ | +250.290 $ | +47,5 % | |||
| ROGCO, LP | 889.356 $ | +92.660 $ | +11,6 % | 796.696 $ | +525.183 $ | +193,4 % | 271.513 $ | +4.610 $ | +1,7 % | |||
| Bogart Wealth, LLC | 705.074 $ | +53.795 $ | +8,3 % | 651.279 $ | -234.559 $ | -26,5 % | 885.838 $ | -20.512 $ | -2,3 % | |||
| EFG International AG | 683.198 $ | +400.014 $ | +141,3 % | 283.184 $ | -599.898 $ | -67,9 % | 883.082 $ | |||||
| First Heartland Consultants, Inc. | 882.908 $ | |||||||||||
| McGuire Investment Group, LLC | 882.378 $ | +438.981 $ | +99,0 % | 443.397 $ | +72.913 $ | +19,7 % | 370.484 $ | +40.102 $ | +12,1 % | |||
| Nautilus Advisors LLC | 852.521 $ | -23.857 $ | -2,7 % | 876.378 $ | +95.847 $ | +12,3 % | 780.531 $ | +10.973 $ | +1,4 % | 769.558 $ | +19.495 $ | +2,6 % |
| FIDUCIARY COUNSELLING INC | 870.080 $ | +775.866 $ | +823,5 % | 94.214 $ | -3.358 $ | -3,4 % | 97.572 $ | -11.629 $ | -10,6 % | |||
| Leverty Financial Group, LLC | 869.932 $ | +240.235 $ | +38,2 % | 629.697 $ | +267.488 $ | +73,8 % | 362.209 $ | +54.783 $ | +17,8 % | 307.426 $ | -3.871 $ | -1,2 % |
| HRT FINANCIAL LP | 257.000 $ | -604.000 $ | -70,2 % | 861.000 $ | +312.000 $ | +56,8 % | ||||||
| DAVENPORT & Co LLC | 468.387 $ | -387.274 $ | -45,3 % | 855.661 $ | +358.217 $ | +72,0 % | 497.444 $ | +11.076 $ | +2,3 % | 486.368 $ | +27.951 $ | +6,1 % |
| Sandbox Financial Partners, LLC | 849.321 $ | +202.055 $ | +31,2 % | 647.266 $ | -4.726 $ | -0,7 % | ||||||
| Community Bank, N.A. | 849.233 $ | +83.918 $ | +11,0 % | 765.315 $ | +1.016 $ | +0,1 % | 764.299 $ | +5.643 $ | +0,7 % | |||
| Metis Global Partners, LLC | 318.505 $ | -529.931 $ | -62,5 % | 848.436 $ | +541.602 $ | +176,5 % | ||||||
| Paragon Capital Management Ltd | 790.794 $ | -57.339 $ | -6,8 % | 848.133 $ | +183.552 $ | +27,6 % | 664.581 $ | +200.198 $ | +43,1 % | 464.383 $ | +10.380 $ | +2,3 % |
| Opal Wealth Advisors, LLC | 751.556 $ | -91.421 $ | -10,8 % | 842.977 $ | +127.050 $ | +17,7 % | 715.927 $ | -14.880 $ | -2,0 % | 730.807 $ | -12.563 $ | -1,7 % |
| Contango Wealth Management LLC | 842.098 $ | +81.915 $ | +10,8 % | 760.183 $ | ||||||||
| Warren Street Wealth Advisors, LLC | 834.316 $ | +59.101 $ | +7,6 % | 775.215 $ | +34.228 $ | +4,6 % | 740.987 $ | -485.343 $ | -39,6 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 825.000 $ | +95.000 $ | +13,0 % | 730.000 $ | +67.000 $ | +10,1 % | 663.000 $ | +93.000 $ | +16,3 % | |||
| VALLEY NATIONAL ADVISERS INC | 821.048 $ | +117.048 $ | +16,6 % | 704.000 $ | +46.000 $ | +7,0 % | 658.000 $ | +8.000 $ | +1,2 % | |||
| Opulen Financial Group LLC | 796.751 $ | -21.169 $ | -2,6 % | 817.920 $ | +128.630 $ | +18,7 % | 689.290 $ | +2.631 $ | +0,4 % | 686.659 $ | +25.385 $ | +3,8 % |
| Horizon Investments, LLC | 411.533 $ | -403.041 $ | -49,5 % | 814.574 $ | +625.228 $ | +330,2 % | 189.346 $ | -47.820 $ | -20,2 % | |||
| TD PRIVATE CLIENT WEALTH LLC | 813.172 $ | +76.015 $ | +10,3 % | 737.157 $ | ||||||||
| Yukon Wealth Management, Inc. | 812.801 $ | +138.065 $ | +20,5 % | 674.736 $ | -24.930 $ | -3,6 % | 699.666 $ | +30.014 $ | +4,5 % | |||
| Old Peak Finance LLC | 812.756 $ | +81.740 $ | +11,2 % | 731.016 $ | +14.018 $ | +2,0 % | 716.998 $ | |||||
| Hughes Financial Services, LLC | 812.515 $ | +116.500 $ | +16,7 % | 696.015 $ | +91.579 $ | +15,2 % | 604.436 $ | -33.365 $ | -5,2 % | |||
| Atria Investments, Inc | 399.819 $ | +43.175 $ | +12,1 % | 356.644 $ | -455.558 $ | -56,1 % | 812.202 $ | +8.607 $ | +1,1 % | 803.595 $ | +107.473 $ | +15,4 % |
| Pathfinder Wealth Consulting, Inc. | 807.502 $ | +9.433 $ | +1,2 % | 798.069 $ | ||||||||
| Winter & Associates, Inc. | 800.880 $ | +498.865 $ | +165,2 % | 302.015 $ | +13.032 $ | +4,5 % | 288.983 $ | |||||
| Cornerstone Financial Management LLC | 800.599 $ | +144.093 $ | +21,9 % | 656.506 $ | -41.022 $ | -5,9 % | 697.528 $ | |||||
| Capstone Wealth Management Group, Inc. | 750.152 $ | -48.083 $ | -6,0 % | 798.235 $ | ||||||||
| Bank Julius Baer & Co. Ltd, Zurich | 135.954 $ | -657.382 $ | -82,9 % | 793.336 $ | -24.630.760 $ | -96,9 % | ||||||
| Level Financial Advisors | 788.436 $ | +1.837 $ | +0,2 % | 786.599 $ | +36.651 $ | +4,9 % | 749.948 $ | +4.157 $ | +0,6 % | 745.791 $ | +16.549 $ | +2,3 % |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 475.037 $ | -312.330 $ | -39,7 % | 787.367 $ | +10.267 $ | +1,3 % | 777.100 $ | +19.318 $ | +2,5 % | |||
| WNY Asset Management, LLC | 782.216 $ | +413.224 $ | +112,0 % | 368.992 $ | -374.338 $ | -50,4 % | ||||||
| Plan A Wealth LLC | 202.288 $ | -43.215 $ | -17,6 % | 245.503 $ | +41.388 $ | +20,3 % | 204.115 $ | -573.630 $ | -73,8 % | 777.745 $ | -275.060 $ | -26,1 % |
| WASHINGTON TRUST Co | 645.155 $ | -127.559 $ | -16,5 % | 772.714 $ | +495.569 $ | +178,8 % | 277.145 $ | |||||
| AlphaCore Capital LLC | 742.132 $ | -26.081 $ | -3,4 % | 768.213 $ | +192.480 $ | +33,4 % | 575.733 $ | +212.797 $ | +58,6 % | |||
| Gerber Kawasaki Wealth & Investment Management | 767.860 $ | +83.529 $ | +12,2 % | 684.331 $ | +93.024 $ | +15,7 % | 591.307 $ | |||||
| VANGUARD ADVISERS INC | 767.064 $ | +91.872 $ | +13,6 % | 675.192 $ | ||||||||
| MOODY LYNN LIEBERSON & WALKER, LLC | 439.100 $ | -4.119 $ | -0,9 % | 443.219 $ | +66.628 $ | +17,7 % | 376.591 $ | -388.674 $ | -50,8 % | 765.265 $ | -65.720 $ | -7,9 % |
| Motiv8 Investments LLC | 765.000 $ | |||||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 763.787 $ | +10.345 $ | +1,4 % | 753.442 $ | +267.428 $ | +55,0 % | 486.014 $ | +42.318 $ | +9,5 % | |||
| CoreCap Advisors, LLC | 759.419 $ | +14.537 $ | +2,0 % | 744.882 $ | +172.123 $ | +30,1 % | 572.759 $ | +60.604 $ | +11,8 % | 512.155 $ | +59.259 $ | +13,1 % |
| Cornerstone Planning Group LLC | 682.416 $ | -24.091 $ | -3,4 % | 706.507 $ | -52.891 $ | -7,0 % | 759.398 $ | +545.432 $ | +254,9 % | 213.966 $ | +23.484 $ | +12,3 % |
| Sonoma Allocations LLC | 757.160 $ | +86.820 $ | +13,0 % | 670.340 $ | +353.847 $ | +111,8 % | ||||||
| SENTINEL TRUST CO LBA | 756.000 $ | +233.000 $ | +44,6 % | 523.000 $ | +3.000 $ | +0,6 % | 520.000 $ | -31.000 $ | -5,6 % | |||
| Lebenthal Global Advisors, LLC | 755.976 $ | +383.175 $ | +102,8 % | 372.801 $ | +37.646 $ | +11,2 % | 335.155 $ | +57.375 $ | +20,7 % | |||
| Ameritas Investment Partners, Inc. | 752.988 $ | +126.039 $ | +20,1 % | 626.949 $ | -48.683 $ | -7,2 % | 675.632 $ | +29.346 $ | +4,5 % | |||
| Wealth Enhancement Trust Services, Inc. | 557.191 $ | -193.970 $ | -25,8 % | 751.161 $ | +44.059 $ | +6,2 % | 707.102 $ | +126.673 $ | +21,8 % | 580.429 $ | ||
| Emergent Wealth Advisors, LLC | 675.133 $ | -75.506 $ | -10,1 % | 750.639 $ | +89.185 $ | +13,5 % | 661.454 $ | +5.316 $ | +0,8 % | 656.138 $ | +13.967 $ | +2,2 % |
| TME FINANCIAL, INC. | 486.570 $ | -5.631 $ | -1,1 % | 492.201 $ | -255.016 $ | -34,1 % | 747.217 $ | +9.282 $ | +1,3 % | 737.935 $ | +20.243 $ | +2,8 % |
| Navigation Group, LLC | 747.166 $ | +313.738 $ | +72,4 % | 433.428 $ | ||||||||
| Independent Wealth Advisors LLC | 746.101 $ | +371.205 $ | +99,0 % | 374.896 $ | +61.655 $ | +19,7 % | 313.241 $ | |||||
| WHITTIER TRUST CO OF NEVADA INC | 744.079 $ | +196.408 $ | +35,9 % | 547.671 $ | +39.135 $ | +7,7 % | 508.536 $ | +54.547 $ | +12,0 % | |||
| Curtis Advisory Group, LLC | 734.457 $ | -5.556 $ | -0,8 % | 740.013 $ | +249.063 $ | +50,7 % | 490.950 $ | -314.067 $ | -39,0 % | |||
| Paulson Wealth Management Inc. | 734.577 $ | +74.512 $ | +11,3 % | 660.065 $ | -43.030 $ | -6,1 % | 703.095 $ | +87.381 $ | +14,2 % | |||
| Baker Avenue Asset Management, LP | 733.178 $ | +18.156 $ | +2,5 % | 715.022 $ | -4.798 $ | -0,7 % | 719.820 $ | +61.891 $ | +9,4 % | |||
| NWF Advisory Services Inc. | 641.861 $ | -90.337 $ | -12,3 % | 732.198 $ | +79.843 $ | +12,2 % | 652.355 $ | +10.121 $ | +1,6 % | 642.234 $ | -9.866 $ | -1,5 % |
| Harbor Group, Inc. | 710.047 $ | -22.003 $ | -3,0 % | 732.050 $ | +36.933 $ | +5,3 % | 695.117 $ | -4.029 $ | -0,6 % | 699.146 $ | +23.826 $ | +3,5 % |
| Ulland Investment Advisors, LLC | 591.000 $ | -137.000 $ | -18,8 % | 728.000 $ | +359.000 $ | +97,3 % | 369.000 $ | +56.000 $ | +17,9 % | 313.000 $ | +4.000 $ | +1,3 % |
| Prosperity Consulting Group, LLC | 725.119 $ | +167.463 $ | +30,0 % | 557.656 $ | ||||||||
| Financial Connections Group, Inc. | 723.000 $ | +16.000 $ | +2,3 % | 707.000 $ | +14.000 $ | +2,0 % | ||||||
| Patriot Financial Group Insurance Agency, LLC | 241.472 $ | -480.968 $ | -66,6 % | 722.440 $ | +491.564 $ | +212,9 % | 230.876 $ | |||||
| Daiwa Securities Group Inc. | 721.118 $ | +687.651 $ | +2.054,7 % | 33.467 $ | ||||||||
| Ancora Advisors LLC | 141.078 $ | -529.644 $ | -79,0 % | 670.722 $ | -47.385 $ | -6,6 % | 718.107 $ | +12.252 $ | +1,7 % | |||
| Root Financial Partners, LLC | 162.285 $ | -188.632 $ | -53,8 % | 350.917 $ | -363.817 $ | -50,9 % | 714.734 $ | +70.558 $ | +11,0 % | |||
| Spire Wealth Management | 714.716 $ | +288.526 $ | +67,7 % | 426.190 $ | -107.119 $ | -20,1 % | 533.309 $ | +303.474 $ | +132,0 % | |||
| First Affirmative Financial Network | 713.346 $ | |||||||||||
| Lido Advisors, LLC | 566.017 $ | -145.535 $ | -20,5 % | 711.552 $ | +319.310 $ | +81,4 % | 392.242 $ | |||||
| SeaCrest Wealth Management, LLC | 221.556 $ | -157.290 $ | -41,5 % | 378.846 $ | -331.001 $ | -46,6 % | 709.847 $ | +172.357 $ | +32,1 % | |||
| Keystone Financial Services | 469.076 $ | -238.995 $ | -33,8 % | 708.071 $ | +144 $ | +0,0 % | 707.927 $ | +345.934 $ | +95,6 % | |||
| Smart Portfolios, LLC | 706.286 $ | +35.388 $ | +5,3 % | 670.898 $ | -21.781 $ | -3,1 % | ||||||
| J. Mark Nickell & Co. | 315.935 $ | -389.549 $ | -55,2 % | 705.484 $ | +354.697 $ | +101,1 % | 350.787 $ | |||||
| Kovack Advisors, Inc. | 692.406 $ | +315.154 $ | +83,5 % | 377.252 $ | +23.328 $ | +6,6 % | 353.924 $ | +39.043 $ | +12,4 % | |||
| McClarren Financial Advisors, Inc. | 690.697 $ | +416.390 $ | +151,8 % | 274.307 $ | +43.904 $ | +19,1 % | 230.403 $ | +5.341 $ | +2,4 % | 225.062 $ | +4.686 $ | +2,1 % |
| DDFG, Inc | 565.584 $ | +1.317 $ | +0,2 % | 564.267 $ | +49.640 $ | +9,6 % | 514.627 $ | -175.649 $ | -25,4 % | 690.276 $ | +7.190 $ | +1,1 % |
| Sherman Asset Management, Inc. | 686.026 $ | +65.340 $ | +10,5 % | 620.686 $ | +86.796 $ | +16,3 % | 533.890 $ | +95.831 $ | +21,9 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 683.943 $ | |||||||||||
| Laird Norton Wetherby Trust Company, LLC | 682.695 $ | +16.797 $ | +2,5 % | 665.898 $ | +350.568 $ | +111,2 % | 315.330 $ | |||||
| Farrell Financial LLC | 647.655 $ | -31.905 $ | -4,7 % | 679.560 $ | +57.356 $ | +9,2 % | 622.204 $ | -6.060 $ | -1,0 % | 628.264 $ | +25.383 $ | +4,2 % |
| Murphy, Middleton, Hinkle & Parker, Inc. | 265.457 $ | +618 $ | +0,2 % | 264.839 $ | +18.522 $ | +7,5 % | 246.317 $ | -432.253 $ | -63,7 % | 678.570 $ | +439.054 $ | +183,3 % |
| MATRIX ASSET ADVISORS INC/NY | 677.863 $ | +11.551 $ | +1,7 % | 666.312 $ | +96.321 $ | +16,9 % | 569.991 $ | -3.972 $ | -0,7 % | 573.963 $ | +12.736 $ | +2,3 % |
| Privatperson | 676.000 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 289.763 $ | -385.108 $ | -57,1 % | 674.871 $ | -229.404 $ | -25,4 % | ||||||
| Mill Creek Capital Advisors, LLC | 673.053 $ | +3.730 $ | +0,6 % | 669.323 $ | -50.983 $ | -7,1 % | ||||||
| LifePlan Investment Advisors, Inc. | 394.174 $ | -278.830 $ | -41,4 % | 673.004 $ | +34.578 $ | +5,4 % | 638.426 $ | +60.579 $ | +10,5 % | |||
| CWS Financial Advisors, LLC | 647.434 $ | -24.400 $ | -3,6 % | 671.834 $ | +99.096 $ | +17,3 % | 572.738 $ | +2.405 $ | +0,4 % | 570.333 $ | +17.421 $ | +3,2 % |
| Dedeker Financial LLC | 670.517 $ | +333.581 $ | +99,0 % | 336.936 $ | +55.406 $ | +19,7 % | 281.530 $ | |||||
| Hoxton Planning & Management, LLC | 668.710 $ | +258.918 $ | +63,2 % | 409.792 $ | -174.926 $ | -29,9 % | 584.718 $ | +63.235 $ | +12,1 % | 521.483 $ | +303.384 $ | +139,1 % |
| VERUS CAPITAL PARTNERS, LLC | 662.410 $ | +73.532 $ | +12,5 % | 588.878 $ | +303.893 $ | +106,6 % | 284.985 $ | -227.949 $ | -44,4 % | |||
| CAPE COD FIVE CENTS SAVINGS BANK | 659.540 $ | |||||||||||
| Capital Wealth Alliance, LLC | 533.340 $ | -123.654 $ | -18,8 % | 656.994 $ | +326.853 $ | +99,0 % | 330.141 $ | -20.368 $ | -5,8 % | 350.509 $ | ||
| Mountain Capital Investment Advisors Inc. | 654.702 $ | |||||||||||
| RCS Financial Planning, LLC | 651.133 $ | +26.973 $ | +4,3 % | 624.160 $ | +30.360 $ | +5,1 % | 593.800 $ | -9.261 $ | -1,5 % | 603.061 $ | ||
| Rossby Financial, LCC | 649.294 $ | +88.622 $ | +15,8 % | 560.672 $ | +191.482 $ | +51,9 % | 369.190 $ | +19.438 $ | +5,6 % | |||
| Darden Wealth Group Inc | 648.650 $ | +243.891 $ | +60,3 % | 404.759 $ | +2.243 $ | +0,6 % | 402.516 $ | +8.932 $ | +2,3 % | |||
| Scientech Research LLC | 646.476 $ | |||||||||||
| True Link Financial Advisors, LLC | 643.142 $ | +42.368 $ | +7,1 % | 600.774 $ | +36.471 $ | +6,5 % | 564.303 $ | -8.109 $ | -1,4 % | |||
| EverSource Wealth Advisors, LLC | 642.699 $ | +47.067 $ | +7,9 % | 595.632 $ | +12.323 $ | +2,1 % | 583.309 $ | +60.174 $ | +11,5 % | |||
| LIBRA WEALTH LLC | 632.179 $ | +44.212 $ | +7,5 % | 587.967 $ | +3.259 $ | +0,6 % | 584.708 $ | +12.974 $ | +2,3 % | |||
| Advisory Solutions Group, LLC | 613.639 $ | -18.529 $ | -2,9 % | 632.168 $ | ||||||||
| Old Mission Investment Co LLC | 618.300 $ | +1.440 $ | +0,2 % | 616.860 $ | +43.140 $ | +7,5 % | 573.720 $ | +3.180 $ | +0,6 % | 570.540 $ | +12.660 $ | +2,3 % |
| Frisch Financial Group, Inc. | 557.388 $ | -60.361 $ | -9,8 % | 617.749 $ | +18.068 $ | +3,0 % | 599.681 $ | +20.537 $ | +3,5 % | |||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 613.640 $ | +62.986 $ | +11,4 % | 550.654 $ | +17.605 $ | +3,3 % | 533.049 $ | +215.987 $ | +68,1 % | |||
| ENDEAVOR PRIVATE WEALTH, INC. | 606.723 $ | -6.848 $ | -1,1 % | 613.571 $ | +397.620 $ | +184,1 % | 215.951 $ | |||||
| BARCLAYS PLC | 610.926 $ | |||||||||||
| Key FInancial Inc | 610.309 $ | +49.740 $ | +8,9 % | 560.569 $ | +216.909 $ | +63,1 % | 343.660 $ | +11.265 $ | +3,4 % | |||
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 602.406 $ | |||||||||||
| Finley Financial, LLC | 600.142 $ | +80.020 $ | +15,4 % | 520.122 $ | +9.316 $ | +1,8 % | 510.806 $ | +10.177 $ | +2,0 % | |||
| MANNING & NAPIER ADVISORS LLC | 583.345 $ | +46.293 $ | +8,6 % | 537.052 $ | -60.556 $ | -10,1 % | 597.608 $ | +8.330 $ | +1,4 % | |||
| BEACON FINANCIAL PLANNING, INC | 596.747 $ | +50.367 $ | +9,2 % | 546.380 $ | +3.028 $ | +0,6 % | 543.352 $ | +21.953 $ | +4,2 % | |||
| LIFELONG WEALTH ADVISORS, INC. | 589.802 $ | -5.881 $ | -1,0 % | 595.683 $ | +23.716 $ | +4,1 % | 571.967 $ | +21.432 $ | +3,9 % | 550.535 $ | +151.983 $ | +38,1 % |
| Ballentine Partners, LLC | 594.859 $ | +57.283 $ | +10,7 % | 537.576 $ | +2.980 $ | +0,6 % | 534.596 $ | +11.862 $ | +2,3 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 546.209 $ | +213.092 $ | +64,0 % | 333.117 $ | -239.683 $ | -41,8 % | 572.800 $ | -15.055 $ | -2,6 % | 587.855 $ | ||
| SIGNATUREFD, LLC | 585.354 $ | +106.419 $ | +22,2 % | 478.935 $ | +13.626 $ | +2,9 % | 465.309 $ | +35.193 $ | +8,2 % | |||
| Milestone Investment Advisors LLC | 583.869 $ | +53.890 $ | +10,2 % | 529.979 $ | +16.532 $ | +3,2 % | 513.447 $ | +11.486 $ | +2,3 % | |||
| Aureus Asset Management, LLC | 578.037 $ | +211.281 $ | +57,6 % | 366.756 $ | ||||||||
| Peregrine Asset Advisers, Inc. | 576.983 $ | +293.843 $ | +103,8 % | 283.140 $ | +46.560 $ | +19,7 % | 236.580 $ | +25.608 $ | +12,1 % | |||
| TRUST CO OF TOLEDO NA /OH/ | 4.534 $ | -567.406 $ | -99,2 % | 571.940 $ | +570.219 $ | +33.133,0 % | 1.721 $ | |||||
| Elmwood Wealth Management, Inc. | 569.976 $ | +48.452 $ | +9,3 % | 521.524 $ | +30.391 $ | +6,2 % | 491.133 $ | |||||
| SkyView Investment Advisors, LLC | 542.000 $ | -23.000 $ | -4,1 % | 565.000 $ | +12.000 $ | +2,2 % | ||||||
| Adirondack Capital Advisors, LLC | 457.410 $ | -106.050 $ | -18,8 % | 563.460 $ | +280.320 $ | +99,0 % | 283.140 $ | +46.560 $ | +19,7 % | 236.580 $ | ||
| Stewardship Advisors, LLC | 499.534 $ | -62.398 $ | -11,1 % | 561.932 $ | +58.627 $ | +11,6 % | 503.305 $ | +9.214 $ | +1,9 % | 494.091 $ | +14.541 $ | +3,0 % |
| EQUITABLE TRUST CO | 455.733 $ | -105.661 $ | -18,8 % | 561.394 $ | +279.292 $ | +99,0 % | 282.102 $ | |||||
| Factor Wealth Management LTD | 513.572 $ | -45.393 $ | -8,1 % | 558.965 $ | +242.966 $ | +76,9 % | 315.999 $ | |||||
| Mokosak Advisory Group, LLC | 502.605 $ | -56.186 $ | -10,1 % | 558.791 $ | +89.954 $ | +19,2 % | 468.837 $ | -9.991 $ | -2,1 % | 478.828 $ | +1.958 $ | +0,4 % |
| INTEGRITY ALLIANCE, LLC. | 558.429 $ | |||||||||||
| NWAM LLC | 556.305 $ | |||||||||||
| Rehmann Capital Advisory Group | 555.578 $ | +25.350 $ | +4,8 % | 530.228 $ | +13.779 $ | +2,7 % | 516.449 $ | |||||
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 554.333 $ | -1.217 $ | -0,2 % | 555.550 $ | +234.745 $ | +73,2 % | 320.805 $ | +1.778 $ | +0,6 % | 319.027 $ | ||
| Brand Asset Management Group, Inc. | 549.391 $ | |||||||||||
| PACIFIC SUN FINANCIAL CORP | 548.810 $ | +273.032 $ | +99,0 % | 275.778 $ | +46.138 $ | +20,1 % | 229.640 $ | +21.903 $ | +10,5 % | |||
| Abundance Wealth Counselors | 540.780 $ | +289.299 $ | +115,0 % | 251.481 $ | +1.395 $ | +0,6 % | 250.086 $ | |||||
| Armstrong, Fleming & Moore, Inc | 540.324 $ | +70.393 $ | +15,0 % | 469.931 $ | +8.664 $ | +1,9 % | 461.267 $ | +11.728 $ | +2,6 % | |||
| Simmons Bank | 540.267 $ | +37.785 $ | +7,5 % | 502.482 $ | +136.861 $ | +37,4 % | 365.621 $ | -2.022 $ | -0,5 % | |||
| Signal Advisors Wealth, LLC | 454.562 $ | -84.495 $ | -15,7 % | 539.057 $ | +256.219 $ | +90,6 % | 282.838 $ | +31.919 $ | +12,7 % | 250.919 $ | ||
| Meridian Wealth Partners, LLC | 537.658 $ | +87.914 $ | +19,5 % | 449.744 $ | -5.119 $ | -1,1 % | 454.863 $ | -40.560 $ | -8,2 % | |||
| Advisors Capital Management, LLC | 535.434 $ | +37.446 $ | +7,5 % | 497.988 $ | +2.759 $ | +0,6 % | 495.229 $ | |||||
| MinichMacGregor Wealth Management, LLC | 534.160 $ | +136.348 $ | +34,3 % | 397.812 $ | +27.091 $ | +7,3 % | 370.721 $ | |||||
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 534.020 $ | +87.407 $ | +19,6 % | 446.613 $ | -172 $ | -0,0 % | 446.785 $ | -11.908 $ | -2,6 % | |||
| Golden State Wealth Management, LLC | 533.968 $ | +209.710 $ | +64,7 % | 324.258 $ | +171.383 $ | +112,1 % | 152.875 $ | +72.705 $ | +90,7 % | |||
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 400.764 $ | +387.472 $ | +2.915,1 % | 13.292 $ | -473.174 $ | -97,3 % | 486.466 $ | -45.162 $ | -8,5 % | 531.628 $ | -248.264 $ | -31,8 % |
| Basecamp Wealth Advisors LLC | 531.437 $ | +60.075 $ | +12,7 % | 471.362 $ | +44.545 $ | +10,4 % | 426.817 $ | |||||
| MAYPORT, LLC | 530.191 $ | +15.275 $ | +3,0 % | 514.916 $ | +11.389 $ | +2,3 % | 503.527 $ | +9.856 $ | +2,0 % | |||
| Rockbridge Investment Management, LCC | 527.950 $ | +238.603 $ | +82,5 % | 289.347 $ | +1.889 $ | +0,7 % | 287.458 $ | +9.354 $ | +3,4 % | |||
| LongView Wealth Management | 231.058 $ | -296.795 $ | -56,2 % | 527.853 $ | +119.875 $ | +29,4 % | ||||||
| StoneX Group Inc. | 524.581 $ | +279.220 $ | +113,8 % | 245.361 $ | +8.016 $ | +3,4 % | 237.345 $ | |||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 523.661 $ | +296.857 $ | +130,9 % | 226.804 $ | ||||||||
| WBH ADVISORY INC | 461.681 $ | -38.223 $ | -7,6 % | 499.904 $ | -22.612 $ | -4,3 % | 522.516 $ | +46.115 $ | +9,7 % | |||
| Harvest Investment Services, LLC | 522.515 $ | +259.950 $ | +99,0 % | 262.565 $ | +43.176 $ | +19,7 % | 219.389 $ | |||||
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 522.059 $ | +300.163 $ | +135,3 % | 221.896 $ | ||||||||
| RW Investment Management LLC | 518.159 $ | +107.134 $ | +26,1 % | 411.025 $ | +32.786 $ | +8,7 % | ||||||
| CARRET ASSET MANAGEMENT, LLC | 517.400 $ | +286.861 $ | +124,4 % | 230.539 $ | -26.282 $ | -10,2 % | 256.821 $ | -41.564 $ | -13,9 % | |||
| Advisory Alpha, LLC | 511.069 $ | +85.656 $ | +20,1 % | 425.413 $ | +35.259 $ | +9,0 % | 390.154 $ | -248.219 $ | -38,9 % | |||
| Frank, Rimerman Advisors LLC | 509.302 $ | +11.301 $ | +2,3 % | |||||||||
| Fulcrum Capital LLC | 421.371 $ | +981 $ | +0,2 % | 420.390 $ | -52.355 $ | -11,1 % | 472.745 $ | -34.750 $ | -6,8 % | 507.495 $ | -827 $ | -0,2 % |
| Dale Q Rice Investment Management Ltd | 474.236 $ | -23.466 $ | -4,7 % | 497.702 $ | +9.877 $ | +2,0 % | ||||||
| Silver Oak Advisory Group, Inc. | 497.000 $ | +186.000 $ | +59,8 % | 311.000 $ | +1.000 $ | +0,3 % | 310.000 $ | +13.000 $ | +4,4 % | |||
| Fulcrum Equity Management | 494.126 $ | +195.507 $ | +65,5 % | 298.619 $ | -11.853 $ | -3,8 % | 310.472 $ | |||||
| Financially Speaking Inc | 492.569 $ | -3.525 $ | -0,7 % | |||||||||
| VANGUARD GROUP INC | 491.814 $ | +47.508 $ | +10,7 % | |||||||||
| TPG Financial Advisors, LLC | 487.991 $ | +63.404 $ | +14,9 % | 424.587 $ | -8.970 $ | -2,1 % | 433.557 $ | +228.441 $ | +111,4 % | |||
| Advisor OS, LLC | 487.393 $ | +242.477 $ | +99,0 % | 244.916 $ | +40.274 $ | +19,7 % | 204.642 $ | |||||
| Veracity Capital LLC | 482.234 $ | +1.124 $ | +0,2 % | 481.110 $ | +73.170 $ | +17,9 % | 407.940 $ | +2.261 $ | +0,6 % | 405.679 $ | +20.445 $ | +5,3 % |
| Compass Ion Advisors, LLC | 475.188 $ | +33.232 $ | +7,5 % | 441.956 $ | +2.450 $ | +0,6 % | 439.506 $ | +9.752 $ | +2,3 % | |||
| NovaPoint Capital, LLC | 471.616 $ | |||||||||||
| Smartleaf Asset Management LLC | 470.755 $ | +70.817 $ | +17,7 % | 399.938 $ | +85.908 $ | +27,4 % | 314.030 $ | +121.069 $ | +62,7 % | |||
| Chesley Taft & Associates LLC | 247.835 $ | -182.939 $ | -42,5 % | 430.774 $ | +5.265 $ | +1,2 % | 425.509 $ | -45.187 $ | -9,6 % | 470.696 $ | -26.747 $ | -5,4 % |
| Fifth Third Wealth Advisors LLC | 450.494 $ | -19.428 $ | -4,1 % | 469.922 $ | +255.255 $ | +118,9 % | 214.667 $ | -27.622 $ | -11,4 % | 242.289 $ | +41.917 $ | +20,9 % |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 459.821 $ | -9.318 $ | -2,0 % | 469.139 $ | +39.624 $ | +9,2 % | 429.515 $ | +153.763 $ | +55,8 % | 275.752 $ | +5.855 $ | +2,2 % |
| Weinberger Asset Management, Inc | 468.653 $ | +62.353 $ | +15,3 % | 406.300 $ | +156.629 $ | +62,7 % | 249.671 $ | |||||
| Capital Management Associates, Inc | 463.725 $ | +1.080 $ | +0,2 % | 462.645 $ | +32.355 $ | +7,5 % | 430.290 $ | +30.437 $ | +7,6 % | 399.853 $ | +101.852 $ | +34,2 % |
| Trailhead Planners LLC | 377.809 $ | -70.152 $ | -15,7 % | 447.961 $ | -14.554 $ | -3,1 % | 462.515 $ | |||||
| Kelman-Lazarov, Inc. | 275.555 $ | -99.233 $ | -26,5 % | 374.788 $ | -87.688 $ | -19,0 % | 462.476 $ | +9.227 $ | +2,0 % | |||
| First Pacific Financial | 431.173 $ | -31.263 $ | -6,8 % | 462.436 $ | +66.169 $ | +16,7 % | 396.267 $ | +59.014 $ | +17,5 % | 337.253 $ | -11.982 $ | -3,4 % |
| HOWARD FINANCIAL SERVICES, LTD. | 231.292 $ | -230.214 $ | -49,9 % | 461.506 $ | +248.650 $ | +116,8 % | 212.856 $ | +1.179 $ | +0,6 % | 211.677 $ | +6.714 $ | +3,3 % |
| PECAUT & CO. | 460.719 $ | +38.817 $ | +9,2 % | 421.902 $ | +64.047 $ | +17,9 % | 357.855 $ | +28.505 $ | +8,7 % | |||
| Turner Financial Group, Inc. | 460.416 $ | |||||||||||
| Liberty Atlantic Advisors LLC | 450.283 $ | -8.368 $ | -1,8 % | 458.651 $ | +9.167 $ | +2,0 % | 449.484 $ | +236.387 $ | +110,9 % | 213.097 $ | ||
| APPLETON PARTNERS INC/MA | 451.000 $ | +32.000 $ | +7,6 % | 419.000 $ | -24.000 $ | -5,4 % | 443.000 $ | +11.000 $ | +2,5 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 281.325 $ | +35.378 $ | +14,4 % | 245.947 $ | -203.688 $ | -45,3 % | 449.635 $ | |||||
| STRATEGIC ADVISORY PARTNERS, LLC | 407.642 $ | -41.879 $ | -9,3 % | 449.521 $ | +72.489 $ | +19,2 % | 377.032 $ | |||||
| ETF Portfolio Partners, Inc. | 435.930 $ | -13.453 $ | -3,0 % | 449.383 $ | +238.254 $ | +112,8 % | 211.129 $ | +2.311 $ | +1,1 % | 208.818 $ | +5.936 $ | +2,9 % |
| Clean Yield Group | 446.577 $ | +56.555 $ | +14,5 % | 390.022 $ | ||||||||
| Sigma Planning Corp | 444.737 $ | +233.094 $ | +110,1 % | 211.643 $ | ||||||||
| SEVEN MILE ADVISORY | 443.153 $ | |||||||||||
| SWEENEY & MICHEL, LLC | 432.183 $ | -9.970 $ | -2,3 % | 442.153 $ | +11.671 $ | +2,7 % | 430.482 $ | -8.442 $ | -1,9 % | 438.924 $ | ||
| NerdWallet Wealth Partners, LLC | 439.711 $ | +199.138 $ | +82,8 % | 240.573 $ | ||||||||
| Envision Financial LLC | 439.405 $ | +4.107 $ | +0,9 % | 435.298 $ | ||||||||
| Arkadios Wealth Advisors | 439.323 $ | +218.574 $ | +99,0 % | 220.749 $ | ||||||||
| NORTHSTAR ASSET MANAGEMENT Co | 421.279 $ | -17.676 $ | -4,0 % | 438.955 $ | +10.083 $ | +2,4 % | ||||||
| VILLERE ST DENIS J & CO LLC | 411.240 $ | +28.760 $ | +7,5 % | 382.480 $ | -53.983 $ | -12,4 % | 436.463 $ | +9.685 $ | +2,3 % | |||
| Founders Financial Alliance, LLC | 134.486 $ | -296.596 $ | -68,8 % | 431.082 $ | +5.385 $ | +1,3 % | 425.697 $ | +8.936 $ | +2,1 % | |||
| CIBC Private Wealth Group LLC | 431.081 $ | +311.089 $ | +259,3 % | |||||||||
| ST GERMAIN D J CO INC | 430.165 $ | +74.231 $ | +20,9 % | 355.934 $ | +18.995 $ | +5,6 % | 336.939 $ | +35.406 $ | +11,7 % | |||
| Russell Investments Group, Ltd. | 428.797 $ | +224.029 $ | +109,4 % | 204.768 $ | +64.375 $ | +45,9 % | 140.393 $ | -21.670 $ | -13,4 % | |||
| Syntegra Private Wealth Group, LLC | 425.128 $ | +37.637 $ | +9,7 % | 387.491 $ | +25.282 $ | +7,0 % | 362.209 $ | |||||
| GK Wealth Management LLC | 424.248 $ | |||||||||||
| TRUST CO OF VERMONT | 424.238 $ | +9.854 $ | +2,4 % | 414.384 $ | +79.998 $ | +23,9 % | 334.386 $ | +8.335 $ | +2,6 % | |||
| Godfrey Financial Associates, Inc. | 421.110 $ | +79.273 $ | +23,2 % | 341.837 $ | +19.333 $ | +6,0 % | 322.504 $ | |||||
| Barden Capital Management, Inc. | 420.588 $ | |||||||||||
| THEORY FINANCIAL LLC | 392.674 $ | +16.592 $ | +4,4 % | 376.082 $ | -44.253 $ | -10,5 % | 420.335 $ | +114.434 $ | +37,4 % | |||
| CWC Advisors, LLC. | 419.841 $ | +977 $ | +0,2 % | 418.864 $ | +27.751 $ | +7,1 % | 391.113 $ | +2.168 $ | +0,6 % | 388.945 $ | +8.944 $ | +2,4 % |
| WARNER FINANCIAL, INC | 419.649 $ | +30.649 $ | +7,9 % | 389.000 $ | +2.000 $ | +0,5 % | 387.000 $ | +10.000 $ | +2,7 % | |||
| Hanson & Doremus Investment Management | 419.000 $ | +0 $ | +0,0 % | 419.000 $ | +31.000 $ | +8,0 % | 388.000 $ | +2.000 $ | +0,5 % | 386.000 $ | +9.000 $ | +2,4 % |
| McCartney Wealth Management LLC | 413.620 $ | +59.363 $ | +16,8 % | 354.257 $ | +10.129 $ | +2,9 % | 344.128 $ | |||||
| Cadia Private Client LLC | 411.240 $ | +28.760 $ | +7,5 % | 382.480 $ | +49.665 $ | +14,9 % | 332.815 $ | |||||
| Hilltop Partners LLC | 392.434 $ | -14.785 $ | -3,6 % | 407.219 $ | +52.084 $ | +14,7 % | 355.135 $ | +9.664 $ | +2,8 % | |||
| IFG Advisory, LLC | 405.515 $ | |||||||||||
| Linscomb Wealth, Inc. | 402.081 $ | +113.519 $ | +39,3 % | 288.562 $ | +6.382 $ | +2,3 % | 282.180 $ | +5.524 $ | +2,0 % | |||
| VestGen Advisors, LLC | 400.432 $ | +81.826 $ | +25,7 % | 318.606 $ | ||||||||
| Hills Bank & Trust Co | 399.732 $ | +63.586 $ | +18,9 % | 336.146 $ | +7.435 $ | +2,3 % | 328.711 $ | +5.307 $ | +1,6 % | |||
| JGP Wealth Management, LLC | 398.391 $ | +96.027 $ | +31,8 % | 302.364 $ | +33.002 $ | +12,3 % | 269.362 $ | +3.871 $ | +1,5 % | 265.491 $ | ||
| Stephenson & Company, Inc. | 397.772 $ | +28.966 $ | +7,9 % | 368.806 $ | +2.424 $ | +0,7 % | 366.382 $ | +2.086 $ | +0,6 % | |||
| Cypress Wealth Services, LLC | 385.091 $ | -4.438 $ | -1,1 % | 389.529 $ | +20.566 $ | +5,6 % | 368.963 $ | -27.570 $ | -7,0 % | 396.533 $ | +61.199 $ | +18,3 % |
| Wells Financial Advisors INC | 396.264 $ | +63.127 $ | +18,9 % | 333.137 $ | +7.369 $ | +2,3 % | 325.768 $ | +6.376 $ | +2,0 % | |||
| Seek First Inc. | 395.228 $ | |||||||||||
| GATEWAY INVESTMENT ADVISERS LLC | 394.935 $ | |||||||||||
| Confluence Wealth Services, Inc. | 394.620 $ | +36.436 $ | +10,2 % | 358.184 $ | +9.593 $ | +2,8 % | 348.591 $ | +14.737 $ | +4,4 % | |||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 393.762 $ | |||||||||||
| Transcendent Capital Group LLC | 393.483 $ | |||||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 389.313 $ | +165.189 $ | +73,7 % | 224.124 $ | -9.708 $ | -4,2 % | 233.832 $ | |||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 387.660 $ | |||||||||||
| Cassilly Financial Group LLC | 385.443 $ | +3.915 $ | +1,0 % | 381.528 $ | ||||||||
| LWM ADVISORS INC | 355.368 $ | -26.858 $ | -7,0 % | 382.226 $ | +60.891 $ | +18,9 % | 321.335 $ | +7.108 $ | +2,3 % | 314.227 $ | +6.151 $ | +2,0 % |
| Western Financial Corp/CA | 272.894 $ | -108.193 $ | -28,4 % | 381.087 $ | +160.049 $ | +72,4 % | 221.038 $ | |||||
| Wealth Dimensions Group, Ltd. | 379.369 $ | +21.846 $ | +6,1 % | 357.523 $ | +1.981 $ | +0,6 % | 355.542 $ | +7.890 $ | +2,3 % | |||
| Reynders McVeigh Capital Management, LLC | 379.000 $ | +95.000 $ | +33,5 % | 284.000 $ | ||||||||
| Riverwater Partners LLC | 375.925 $ | +8.528 $ | +2,3 % | 367.397 $ | +1.574 $ | +0,4 % | ||||||
| Greenline Wealth Management LLC | 374.948 $ | |||||||||||
| CUTLER INVESTMENT COUNSEL LLC | 370.635 $ | +31.155 $ | +9,2 % | 339.480 $ | +9.706 $ | +2,9 % | 329.774 $ | +42.333 $ | +14,7 % | |||
| DWM Financial Group, Inc. | 368.379 $ | |||||||||||
| GRAND WEALTH MANAGEMENT, LLC | 368.283 $ | +61.512 $ | +20,1 % | 306.771 $ | +7.051 $ | +2,4 % | 299.720 $ | +10.662 $ | +3,7 % | |||
| SUMMIT WEALTH GROUP LLC / CO | 366.733 $ | +51.417 $ | +16,3 % | 315.316 $ | +5.181 $ | +1,7 % | 310.135 $ | |||||
| Financial Insights, Inc. | 365.490 $ | +6.628 $ | +1,8 % | 358.862 $ | +1.229 $ | +0,3 % | 357.633 $ | +7.935 $ | +2,3 % | |||
| Arkos Global Advisors | 364.000 $ | +23.000 $ | +6,7 % | 341.000 $ | -7.000 $ | -2,0 % | 348.000 $ | -31.000 $ | -8,2 % | |||
| MOTIVE WEALTH ADVISORS | 361.069 $ | +25.252 $ | +7,5 % | 335.817 $ | +1.861 $ | +0,6 % | 333.956 $ | |||||
| Shum Financial Group, Inc. | 359.792 $ | +28.391 $ | +8,6 % | 331.401 $ | +27.998 $ | +9,2 % | 303.403 $ | +33.062 $ | +12,2 % | 270.341 $ | +44.446 $ | +19,7 % |
| Regatta Research & Money Management | 357.122 $ | |||||||||||
| National Wealth Management Group, LLC | 356.274 $ | +58.637 $ | +19,7 % | 297.637 $ | +55.506 $ | +22,9 % | 242.131 $ | +7.670 $ | +3,3 % | |||
| CAHILL FINANCIAL ADVISORS INC | 355.625 $ | |||||||||||
| Dynamic Technology Lab Private Ltd | 354.953 $ | |||||||||||
| Hiley Hunt Wealth Management | 330.012 $ | -24.271 $ | -6,9 % | 354.283 $ | +56.832 $ | +19,1 % | 297.451 $ | +7.046 $ | +2,4 % | 290.405 $ | +12.799 $ | +4,6 % |
| Coastwise Capital Group, LLC | 341.545 $ | -12.478 $ | -3,5 % | 354.023 $ | ||||||||
| Causey Wealth LLC | 353.420 $ | +60.989 $ | +20,9 % | 292.431 $ | -35.412 $ | -10,8 % | 327.843 $ | -3.991 $ | -1,2 % | |||
| Tempus Wealth Planning, LLC | 344.617 $ | -8.513 $ | -2,4 % | 353.130 $ | +67.669 $ | +23,7 % | 285.461 $ | +8.162 $ | +2,9 % | 277.299 $ | +8.526 $ | +3,2 % |
| Advus Financial Partners, LLC | 352.650 $ | |||||||||||
| Clark Asset Management, LLC | 285.881 $ | -66.281 $ | -18,8 % | 352.162 $ | ||||||||
| American Capital Advisory, LLC | 351.642 $ | +44.658 $ | +14,5 % | 306.984 $ | +2.445 $ | +0,8 % | 304.539 $ | +6.311 $ | +2,1 % | |||
| Friedenthal Financial | 351.073 $ | +55.928 $ | +18,9 % | 295.145 $ | +6.528 $ | +2,3 % | 288.617 $ | -18.198 $ | -5,9 % | |||
| Oakworth Capital, Inc. | 344.907 $ | +70.296 $ | +25,6 % | 274.611 $ | -74.030 $ | -21,2 % | 348.641 $ | +66.250 $ | +23,5 % | |||
| Venturi Wealth Management, LLC | 348.595 $ | +61.952 $ | +21,6 % | 286.643 $ | +56.252 $ | +24,4 % | 230.391 $ | +3.782 $ | +1,7 % | |||
| BridgePort Financial Solutions, LLC | 348.208 $ | +27.411 $ | +8,5 % | 320.797 $ | -7.619 $ | -2,3 % | 328.416 $ | +62.425 $ | +23,5 % | |||
| R. W. Roge & Company, Inc. | 348.000 $ | +59.000 $ | +20,4 % | 289.000 $ | +8.000 $ | +2,8 % | 281.000 $ | +9.000 $ | +3,3 % | |||
| RETIREMENT INCOME SOLUTIONS, INC | 346.840 $ | +0 $ | +0,0 % | 346.840 $ | +9.917 $ | +2,9 % | 336.923 $ | +35.260 $ | +11,7 % | |||
| Concentrum Wealth Management | 346.528 $ | |||||||||||
| Hurlow Wealth Management Group, Inc. | 346.095 $ | +55.135 $ | +18,9 % | 290.960 $ | +6.436 $ | +2,3 % | 284.524 $ | +5.569 $ | +2,0 % | |||
| Frankly Finances, LLC | 345.313 $ | |||||||||||
| Andina Capital Management, LLC | 207.207 $ | -136.128 $ | -39,6 % | 343.335 $ | +2.265 $ | +0,7 % | 341.070 $ | |||||
| Elm3 Financial Group, LLC | 310.429 $ | -32.530 $ | -9,5 % | 342.959 $ | ||||||||
| Marshall & Sterling Wealth Advisors Inc. | 342.168 $ | +101.220 $ | +42,0 % | 240.948 $ | +25.463 $ | +11,8 % | 215.485 $ | +17.319 $ | +8,7 % | |||
| Clarus Wealth Advisors | 335.970 $ | -4.523 $ | -1,3 % | 340.493 $ | +116.550 $ | +52,0 % | 223.943 $ | +22.208 $ | +11,0 % | 201.735 $ | ||
| MONECO ADVISORS, LLC | 337.137 $ | +134.692 $ | +66,5 % | 202.445 $ | ||||||||
| WEALTHGARDEN F.S. LLC | 288.665 $ | -221 $ | -0,1 % | 288.886 $ | -48.207 $ | -14,3 % | 337.093 $ | -139.145 $ | -29,2 % | |||
| Privatperson | 335.573 $ | +37.028 $ | +12,4 % | 298.545 $ | -3.831 $ | -1,3 % | 302.376 $ | -10.098 $ | -3,2 % | |||
| MARINO, STRAM & ASSOCIATES LLC | 331.681 $ | -3.246 $ | -1,0 % | 334.927 $ | +58.460 $ | +21,1 % | 276.467 $ | +7.904 $ | +2,9 % | 268.563 $ | +8.963 $ | +3,5 % |
| BlackDiamond Wealth Management, LLC | 334.731 $ | |||||||||||
| Nicht ausgewiesen | 334.419 $ | +35.172 $ | +11,8 % | 299.247 $ | +3.947 $ | +1,3 % | 295.300 $ | +8.568 $ | +3,0 % | |||
| LANARK FINANCIAL, INC. | 332.793 $ | +95.015 $ | +40,0 % | 237.778 $ | +132.265 $ | +125,4 % | 105.513 $ | |||||
| Rede Wealth, LLC | 264.735 $ | -3.188 $ | -1,2 % | 267.923 $ | +66.739 $ | +33,2 % | 201.184 $ | -130.110 $ | -39,3 % | 331.294 $ | ||
| TCI Wealth Advisors, Inc. | 327.135 $ | +53.196 $ | +19,4 % | 273.939 $ | +10.243 $ | +3,9 % | 263.696 $ | -8.137 $ | -3,0 % | |||
| Valmark Advisers, Inc. | 326.743 $ | +52.052 $ | +18,9 % | 274.691 $ | +27.457 $ | +11,1 % | 247.234 $ | -209.759 $ | -45,9 % | |||
| Gen-Wealth Partners Inc | 312.200 $ | -13.109 $ | -4,0 % | 325.309 $ | +1.646 $ | +0,5 % | 323.663 $ | +27.025 $ | +9,1 % | |||
| PW ADVISORS, LLC \ FL | 325.013 $ | +52.377 $ | +19,2 % | 272.636 $ | -15.142 $ | -5,3 % | 287.778 $ | |||||
| NorthCrest Asset Manangement, LLC | 319.347 $ | -5.355 $ | -1,6 % | 324.702 $ | +99.311 $ | +44,1 % | 225.391 $ | +1.017 $ | +0,5 % | 224.374 $ | ||
| Abacus Planning Group, Inc. | 323.512 $ | +26.313 $ | +8,9 % | 297.199 $ | +1.648 $ | +0,6 % | 295.551 $ | +10.785 $ | +3,8 % | |||
| Avantax Planning Partners, Inc. | 323.440 $ | +22.619 $ | +7,5 % | 300.821 $ | +1.668 $ | +0,6 % | 299.153 $ | +6.638 $ | +2,3 % | |||
| Capstone Wealth Management Group LLC | 323.252 $ | +53.156 $ | +19,7 % | 270.096 $ | +29.236 $ | +12,1 % | ||||||
| Nadler Financial Group, Inc. | 321.795 $ | +46.409 $ | +16,9 % | 275.386 $ | +3.904 $ | +1,4 % | 271.482 $ | |||||
| Wealth Management Nebraska | 319.842 $ | +22.368 $ | +7,5 % | 297.474 $ | +1.649 $ | +0,6 % | 295.825 $ | +6.564 $ | +2,3 % | |||
| AAF Wealth Management, LLC | 319.352 $ | +45.739 $ | +16,7 % | 273.613 $ | ||||||||
| Callan Family Office, LLC | 319.122 $ | +22.318 $ | +7,5 % | 296.804 $ | +6.494 $ | +2,2 % | 290.310 $ | +3.374 $ | +1,2 % | |||
| West Wealth Group, LLC | 290.191 $ | -22.528 $ | -7,2 % | 312.719 $ | +74.703 $ | +31,4 % | 238.016 $ | +7.997 $ | +3,5 % | 230.019 $ | +5.954 $ | +2,7 % |
| VISIONARY HORIZONS, LLC | 257.967 $ | -54.739 $ | -17,5 % | 312.706 $ | ||||||||
| LAKE STREET PRIVATE WEALTH, LLC | 310.593 $ | +724 $ | +0,2 % | 309.869 $ | +26.128 $ | +9,2 % | 283.741 $ | +5.281 $ | +1,9 % | 278.460 $ | +12.675 $ | +4,8 % |
| Strategic Blueprint, LLC | 239.863 $ | -70.506 $ | -22,7 % | 310.369 $ | +52.999 $ | +20,6 % | 257.370 $ | -11.590 $ | -4,3 % | 268.960 $ | -1.679.823 $ | -86,2 % |
| XTX Topco Ltd | 261.070 $ | +43.791 $ | +20,2 % | 217.279 $ | -92.442 $ | -29,8 % | 309.721 $ | |||||
| W ADVISORS, LLC | 308.397 $ | +51.991 $ | +20,3 % | 256.406 $ | +7.331 $ | +2,9 % | 249.075 $ | -4.281 $ | -1,7 % | |||
| WPG Advisers, LLC | 307.241 $ | +31.776 $ | +11,5 % | 275.465 $ | +3.525 $ | +1,3 % | 271.940 $ | +5.595 $ | +2,1 % | |||
| Triumph Capital Management | 306.976 $ | +262.703 $ | +593,4 % | 44.273 $ | +11.968 $ | +37,0 % | 32.305 $ | +516 $ | +1,6 % | 31.789 $ | ||
| XML Financial, LLC | 302.599 $ | +44.043 $ | +17,0 % | 258.556 $ | -47.709 $ | -15,6 % | 306.265 $ | |||||
| FIRST HORIZON CORP | 306.028 $ | +52.244 $ | +20,6 % | 253.784 $ | +4.416 $ | +1,8 % | 249.368 $ | |||||
| Mission Creek Capital Partners, Inc. | 305.243 $ | +14.176 $ | +4,9 % | 291.067 $ | +1.613 $ | +0,6 % | 289.454 $ | +6.423 $ | +2,3 % | |||
| Sovran Advisors, LLC | 303.186 $ | +95.165 $ | +45,7 % | 208.021 $ | ||||||||
| Financial Gravity Companies, Inc. | 301.907 $ | |||||||||||
| Covestor Ltd | 301.000 $ | +34.000 $ | +12,7 % | 267.000 $ | +10.000 $ | +3,9 % | 257.000 $ | +15.000 $ | +6,2 % | |||
| Asempa Wealth Advisors | 253.274 $ | -46.394 $ | -15,5 % | 299.668 $ | +48.028 $ | +19,1 % | 251.640 $ | +7.542 $ | +3,1 % | 244.098 $ | ||
| VAUGHAN & Co SECURITIES, INC. | 299.338 $ | +39.599 $ | +15,2 % | 259.739 $ | +5.745 $ | +2,3 % | 253.994 $ | +464 $ | +0,2 % | |||
| Crusonia Wealth Advisors LLC | 299.165 $ | +23.902 $ | +8,7 % | 275.263 $ | +1.526 $ | +0,6 % | 273.737 $ | |||||
| KPP Advisory Services LLC | 298.242 $ | +46.965 $ | +18,7 % | 251.277 $ | -22.585 $ | -8,2 % | 273.862 $ | -21.805 $ | -7,4 % | |||
| Horizons Wealth Management | 4.843 $ | -264.553 $ | -98,2 % | 269.396 $ | -27.290 $ | -9,2 % | 296.686 $ | +6.273 $ | +2,2 % | |||
| UNION SAVINGS BANK | 296.583 $ | +3.407 $ | +1,2 % | 293.176 $ | +44.043 $ | +17,7 % | 249.133 $ | +3.089 $ | +1,3 % | 246.044 $ | ||
| Baltimore-Washington Financial Advisors, Inc. | 293.185 $ | +46.706 $ | +18,9 % | 246.479 $ | +5.452 $ | +2,3 % | 241.027 $ | +4.718 $ | +2,0 % | |||
| NOVARE CAPITAL MANAGEMENT LLC | 292.495 $ | +20.456 $ | +7,5 % | 272.039 $ | ||||||||
| Gould Capital, LLC | 292.280 $ | +30.135 $ | +11,5 % | 262.145 $ | -1.187 $ | -0,5 % | 263.332 $ | +14.689 $ | +5,9 % | |||
| Certified Advisory Corp | 291.872 $ | |||||||||||
| DEUTSCHE BANK AG\ | 291.357 $ | +156.415 $ | +115,9 % | 134.942 $ | +120.678 $ | +846,0 % | 14.264 $ | -278.623 $ | -95,1 % | |||
| Freedom Investment Management, Inc. | 288.982 $ | +31.349 $ | +12,2 % | 257.633 $ | -21.049 $ | -7,6 % | 278.682 $ | -186.997 $ | -40,2 % | |||
| BAR HARBOR WEALTH MANAGEMENT | 288.849 $ | +673 $ | +0,2 % | 288.176 $ | +20.153 $ | +7,5 % | 268.023 $ | |||||
| Investment Research Partners LLC | 288.643 $ | +672 $ | +0,2 % | 287.971 $ | +4.458 $ | +1,6 % | 283.513 $ | +1.571 $ | +0,6 % | 281.942 $ | -11.564 $ | -3,9 % |
| Williams Jones Wealth Management, LLC. | 281.730 $ | -6.150 $ | -2,1 % | 287.880 $ | +28.060 $ | +10,8 % | ||||||
| Cornerstone Wealth Advisors, Inc. | 267.020 $ | -20.740 $ | -7,2 % | 287.760 $ | +25.859 $ | +9,9 % | 261.901 $ | +11.540 $ | +4,6 % | 250.361 $ | +34.202 $ | +15,8 % |
| MONEY CONCEPTS CAPITAL CORP | 285.499 $ | -6.068 $ | -2,1 % | |||||||||
| GREENLEAF TRUST | 284.172 $ | |||||||||||
| Avail Investment Partners, LLC | 283.594 $ | +661 $ | +0,2 % | 282.933 $ | +4.933 $ | +1,8 % | 278.000 $ | |||||
| APS Management Group, Inc. | 282.276 $ | +452 $ | +0,2 % | 281.824 $ | +19.785 $ | +7,6 % | 262.039 $ | -14.071 $ | -5,1 % | 276.110 $ | +9.376 $ | +3,5 % |
| STERLING INVESTMENT ADVISORS LLC /ADV | 281.436 $ | +22.688 $ | +8,8 % | 258.748 $ | -3.789 $ | -1,4 % | 262.537 $ | +14.005 $ | +5,6 % | |||
| Talisman Wealth Advisors LLC | 279.091 $ | +45.734 $ | +19,6 % | |||||||||
| Keebeck Wealth Management | 278.427 $ | +46.939 $ | +20,3 % | 231.488 $ | +5.514 $ | +2,4 % | 225.974 $ | +4.706 $ | +2,1 % | |||
| NATURAL INVESTMENTS, LLC | 278.000 $ | +21.000 $ | +8,2 % | 257.000 $ | +1.000 $ | +0,4 % | 256.000 $ | |||||
| Bison Wealth, LLC | 272.906 $ | -2.598 $ | -0,9 % | 275.504 $ | +4.285 $ | +1,6 % | 271.219 $ | +45.195 $ | +20,0 % | 226.024 $ | ||
| Gladstone Institutional Advisory LLC | 264.823 $ | -10.680 $ | -3,9 % | 275.503 $ | ||||||||
| ARQ WEALTH ADVISORS, LLC | 228.382 $ | +18.496 $ | +8,8 % | 209.886 $ | -65.115 $ | -23,7 % | 275.001 $ | +7.962 $ | +3,0 % | |||
| Mascagni Wealth Management, Inc. | 271.024 $ | |||||||||||
| Kraft, Davis & Associates, LLC | 232.155 $ | -38.673 $ | -14,3 % | 270.828 $ | +32.031 $ | +13,4 % | 238.797 $ | |||||
| JB Capital LLC | 266.445 $ | +14.659 $ | +5,8 % | 251.786 $ | -6.828 $ | -2,6 % | 258.614 $ | -11.732 $ | -4,3 % | 270.346 $ | +46.776 $ | +20,9 % |
| Empirical Asset Management, LLC | 269.334 $ | |||||||||||
| American Money Management, LLC | 269.054 $ | |||||||||||
| Traveka Wealth, LLC | 255.960 $ | -12.841 $ | -4,8 % | 268.801 $ | +30.720 $ | +12,9 % | 238.081 $ | -437 $ | -0,2 % | 238.518 $ | ||
| Capital Asset Advisory Services LLC | 221.328 $ | -47.121 $ | -17,6 % | 268.449 $ | +6.560 $ | +2,5 % | 261.889 $ | |||||
| Retirement Planning Group, LLC | 201.413 $ | -66.606 $ | -24,9 % | 268.019 $ | ||||||||
| Oregon Pacific Wealth Management, LLC | 234.838 $ | -15.369 $ | -6,1 % | 250.207 $ | -17.384 $ | -6,5 % | 267.591 $ | +2.350 $ | +0,9 % | 265.241 $ | -19.638 $ | -6,9 % |
| SmartHarvest Portfolios, LLC | 267.391 $ | +18.700 $ | +7,5 % | 248.691 $ | +1.378 $ | +0,6 % | 247.313 $ | |||||
| COREPATH WEALTH PARTNERS LLC | 264.703 $ | +11.721 $ | +4,6 % | 252.982 $ | +27.355 $ | +12,1 % | 225.627 $ | +9.707 $ | +4,5 % | |||
| SK Wealth Management, LLC | 233.714 $ | +30.928 $ | +15,3 % | 202.786 $ | -61.772 $ | -23,3 % | 264.558 $ | -92.664 $ | -25,9 % | |||
| Busey Bank | 263.194 $ | +18.406 $ | +7,5 % | 244.788 $ | +1.358 $ | +0,6 % | 243.430 $ | +5.401 $ | +2,3 % | |||
| JSF Financial, LLC | 258.254 $ | +5.331 $ | +2,1 % | 252.923 $ | +21.240 $ | +9,2 % | 231.683 $ | -31.470 $ | -12,0 % | 263.153 $ | -2.928 $ | -1,1 % |
| Sachetta, LLC | 261.514 $ | +10.450 $ | +4,2 % | 251.064 $ | -5.170 $ | -2,0 % | 256.234 $ | -9.394 $ | -3,5 % | |||
| WealthSpring Partners, LLC | 260.510 $ | +606 $ | +0,2 % | 259.904 $ | +18.177 $ | +7,5 % | 241.727 $ | +1.339 $ | +0,6 % | 240.388 $ | ||
| Fairlight Advisors | 260.420 $ | |||||||||||
| Vested Financial Planning, LLC | 259.683 $ | +5.762 $ | +2,3 % | |||||||||
| Worth Financial Advisory Group, LLC | 259.372 $ | +4.571 $ | +1,8 % | 254.801 $ | ||||||||
| Spectrum Financial Alliance Ltd LLC | 256.743 $ | |||||||||||
| Soltis Investment Advisors LLC | 254.120 $ | |||||||||||
| Fairway Financial, LLC | 253.487 $ | +17.627 $ | +7,5 % | 235.860 $ | +1.307 $ | +0,6 % | 234.553 $ | +8.169 $ | +3,6 % | |||
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 253.329 $ | +5.920 $ | +2,4 % | 247.409 $ | -2.432 $ | -1,0 % | 249.841 $ | |||||
| Essex Bank | 253.296 $ | +590 $ | +0,2 % | 252.706 $ | +17.673 $ | +7,5 % | 235.033 $ | +1.302 $ | +0,6 % | 233.731 $ | ||
| Global Assets Advisory, LLC | 253.192 $ | |||||||||||
| Wealthcare Capital Partners, LLC | 205.054 $ | -47.541 $ | -18,8 % | 252.595 $ | ||||||||
| Csenge Advisory Group | 251.435 $ | +27.029 $ | +12,0 % | 224.406 $ | ||||||||
| Stephens Consulting, LLC | 250.425 $ | +518 $ | +0,2 % | |||||||||
| Prime Capital Investment Advisors, LLC | 249.417 $ | +18.686 $ | +8,1 % | 230.731 $ | -65.038 $ | -22,0 % | ||||||
| Stonebridge Financial Group, LLC | 248.763 $ | +580 $ | +0,2 % | 248.183 $ | +15.157 $ | +6,5 % | 233.026 $ | -14.208 $ | -5,7 % | 247.234 $ | +3.069 $ | +1,3 % |
| Midway Capital Research & Management | 239.179 $ | -9.178 $ | -3,7 % | 248.357 $ | +18.329 $ | +8,0 % | 230.028 $ | +9.324 $ | +4,2 % | 220.704 $ | ||
| WELCH & FORBES LLC | 246.333 $ | +3.650 $ | +1,5 % | 242.683 $ | +1.345 $ | +0,6 % | 241.338 $ | -875 $ | -0,4 % | |||
| 4Thought Financial Group Inc. | 244.262 $ | +34.271 $ | +16,3 % | 209.991 $ | -13.888 $ | -6,2 % | 223.879 $ | -158 $ | -0,1 % | |||
| Transce3nd, LLC | 243.866 $ | +27.890 $ | +12,9 % | 215.976 $ | -12.941 $ | -5,7 % | 228.917 $ | +161.551 $ | +239,8 % | |||
| High Falls Advisors, Inc | 243.763 $ | +27.360 $ | +12,6 % | |||||||||
| BayBridge Capital Group, LLC | 243.567 $ | +19.229 $ | +8,6 % | 224.338 $ | +0 $ | +0,0 % | 224.338 $ | +4.540 $ | +2,1 % | |||
| Financial Council, LLC | 242.144 $ | +18.975 $ | +8,5 % | 223.169 $ | -14.453 $ | -6,1 % | 237.622 $ | +7.924 $ | +3,4 % | |||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 224.997 $ | -16.479 $ | -6,8 % | 241.476 $ | +38.543 $ | +19,0 % | 202.933 $ | +2.621 $ | +1,3 % | |||
| TD Waterhouse Canada Inc. | 240.645 $ | +107.176 $ | +80,3 % | 133.469 $ | +12.876 $ | +10,7 % | 120.593 $ | +12.623 $ | +11,7 % | 107.970 $ | -671 $ | -0,6 % |
| Compton Financial Group, LLC | 240.629 $ | |||||||||||
| Eley Financial Management, Inc | 240.527 $ | +27.500 $ | +12,9 % | 213.027 $ | +7.195 $ | +3,5 % | 205.832 $ | -2.584 $ | -1,2 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 240.107 $ | +560 $ | +0,2 % | 239.547 $ | +16.752 $ | +7,5 % | 222.795 $ | +1.235 $ | +0,6 % | 221.560 $ | +4.917 $ | +2,3 % |
| GAMMA Investing LLC | 24.528 $ | -214.839 $ | -89,8 % | 239.367 $ | +215.882 $ | +919,2 % | 23.485 $ | -32.541 $ | -58,1 % | 56.026 $ | +53.594 $ | +2.203,7 % |
| Fortress Financial Solutions, LLC | 238.689 $ | +38.436 $ | +19,2 % | 200.253 $ | ||||||||
| Livet Wealth, LLC | 238.558 $ | +22.894 $ | +10,6 % | 215.664 $ | +6.166 $ | +2,9 % | 209.498 $ | |||||
| DeDora Capital, Inc. | 238.558 $ | |||||||||||
| MBE Wealth Management, LLC | 237.300 $ | +5.767 $ | +2,5 % | 231.533 $ | ||||||||
| Tradition Wealth Management, LLC | 236.680 $ | +36.098 $ | +18,0 % | 200.582 $ | ||||||||
| Estate Counselors, LLC | 236.584 $ | |||||||||||
| Kellett Wealth Advisors, LLC | 236.500 $ | +551 $ | +0,2 % | 235.949 $ | ||||||||
| Privatperson | 235.768 $ | +21.808 $ | +10,2 % | 213.960 $ | ||||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 210.994 $ | -24.131 $ | -10,3 % | 235.125 $ | ||||||||
| AMARA FINANCIAL, LLC. | 233.729 $ | -80.113 $ | -25,5 % | |||||||||
| Bestgate Wealth Advisors, LLC | 232.888 $ | |||||||||||
| IHT Wealth Management, LLC | 231.726 $ | |||||||||||
| Accurate Wealth Management, LLC | 222.178 $ | -9.383 $ | -4,1 % | 231.561 $ | +23.860 $ | +11,5 % | 207.701 $ | |||||
| Arlington Financial Advisors, LLC | 230.823 $ | |||||||||||
| Viewpoint Capital Management LLC | 229.900 $ | +4.500 $ | +2,0 % | |||||||||
| Centurion Wealth Management LLC | 229.578 $ | +607 $ | +0,3 % | 228.971 $ | +14.658 $ | +6,8 % | ||||||
| Kaizen Financial Strategies | 216.405 $ | +2.100 $ | +1,0 % | 214.305 $ | -15.006 $ | -6,5 % | 229.311 $ | |||||
| Mengis Capital Management, Inc. | 228.874 $ | +533 $ | +0,2 % | 228.341 $ | +22.376 $ | +10,9 % | 205.965 $ | |||||
| Financial Alternatives, Inc | 221.331 $ | -7.117 $ | -3,1 % | 228.448 $ | +9.480 $ | +4,3 % | ||||||
| Pekin Hardy Strauss, Inc. | 227.210 $ | +15.890 $ | +7,5 % | 211.320 $ | +1.171 $ | +0,6 % | 210.149 $ | +4.663 $ | +2,3 % | |||
| Grey Ledge Advisors, LLC | 227.124 $ | +17.265 $ | +8,2 % | 209.859 $ | ||||||||
| Snider Financial Group | 218.054 $ | -8.840 $ | -3,9 % | 226.894 $ | +11.222 $ | +5,2 % | 215.672 $ | |||||
| Ascentis Independent Advisors | 158.221 $ | -68.377 $ | -30,2 % | 226.598 $ | ||||||||
| GenWealth Group, Inc. | 225.164 $ | -1.121 $ | -0,5 % | 226.285 $ | ||||||||
| LifeGoal Investments, LLC | 226.092 $ | +527 $ | +0,2 % | 225.565 $ | +12.198 $ | +5,7 % | 213.367 $ | |||||
| Advyzon Investment Management, LLC | 225.454 $ | |||||||||||
| WEALTH EFFECTS LLC | 225.384 $ | |||||||||||
| Integrity Advisory Solutions, LLC | 225.049 $ | |||||||||||
| Whitegate Investment Counselors, Inc. | 224.747 $ | +24.276 $ | +12,1 % | 200.471 $ | ||||||||
| Harbor Asset Planning, Inc. | 224.703 $ | +79.770 $ | +55,0 % | 144.933 $ | +53.298 $ | +58,2 % | 91.635 $ | +17.188 $ | +23,1 % | |||
| Emprise Bank | 221.408 $ | -3.256 $ | -1,4 % | 224.664 $ | +12.775 $ | +6,0 % | 211.889 $ | |||||
| RKL Wealth Management LLC | 209.097 $ | -15.206 $ | -6,8 % | 224.303 $ | ||||||||
| Geneos Wealth Management Inc. | 224.014 $ | +62.815 $ | +39,0 % | 161.199 $ | +3.609 $ | +2,3 % | 157.590 $ | +27.461 $ | +21,1 % | |||
| NAPLES GLOBAL ADVISORS, LLC | 223.063 $ | |||||||||||
| Bright Futures Wealth Management, LLC. | 222.875 $ | |||||||||||
| Atlantic Union Bankshares Corp | 222.018 $ | +16.461 $ | +8,0 % | 205.557 $ | +55.254 $ | +36,8 % | 150.303 $ | +109.577 $ | +269,1 % | |||
| Family Investment Center, Inc. | 214.744 $ | -7.133 $ | -3,2 % | 221.877 $ | ||||||||
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 221.420 $ | +4.283 $ | +2,0 % | |||||||||
| Scott Capital Advisors, LLC | 220.285 $ | |||||||||||
| Revolve Wealth Partners, LLC | 219.509 $ | +15.482 $ | +7,6 % | 204.027 $ | -4.954 $ | -2,4 % | 208.981 $ | +1.367 $ | +0,7 % | |||
| BLUELINE ADVISORS LLC | 213.001 $ | -6.216 $ | -2,8 % | 219.217 $ | +29.907 $ | +15,8 % | 189.310 $ | +4.940 $ | +2,7 % | 184.370 $ | ||
| Mosaic Advisors LLC | 218.860 $ | |||||||||||
| PINNACLE ASSOCIATES LTD | 207.165 $ | -7.716 $ | -3,6 % | 214.881 $ | -3.410 $ | -1,6 % | 218.291 $ | +4.296 $ | +2,0 % | |||
| CHICKASAW CAPITAL MANAGEMENT LLC | 214.325 $ | -2.675 $ | -1,2 % | 217.000 $ | +15.000 $ | +7,4 % | 202.000 $ | |||||
| Argyle Capital Partners, LLC | 216.621 $ | +15.150 $ | +7,5 % | 201.471 $ | ||||||||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 215.901 $ | |||||||||||
| Wolff Financial Management LLC | 215.838 $ | |||||||||||
| Sowell Financial Services LLC | 214.985 $ | -596 $ | -0,3 % | 215.581 $ | +10.490 $ | +5,1 % | 205.091 $ | +2.389 $ | +1,2 % | 202.702 $ | ||
| SWS Partners | 215.309 $ | |||||||||||
| Capital Advisors Wealth Management, LLC | 214.062 $ | +498 $ | +0,2 % | 213.564 $ | ||||||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 213.839 $ | |||||||||||
| FIDUCIARY FINANCIAL GROUP, LLC | 213.597 $ | |||||||||||
| Commonwealth Financial Services, LLC | 213.551 $ | |||||||||||
| Ausdal Financial Partners, Inc. | 213.364 $ | |||||||||||
| Eaton Financial Holdings Company, LLC | 212.977 $ | +11.257 $ | +5,6 % | 201.720 $ | ||||||||
| L & S Advisors Inc | 212.564 $ | |||||||||||
| WOODSTOCK CORP | 212.431 $ | |||||||||||
| Firestone Capital Management | 212.374 $ | |||||||||||
| Sovereign Financial Group, Inc. | 211.377 $ | |||||||||||
| Grey Fox Wealth Advisors, LLC | 211.147 $ | -37.147 $ | -15,0 % | |||||||||
| Clarity Asset Management, Inc. | 210.293 $ | +490 $ | +0,2 % | 209.803 $ | +5.528 $ | +2,7 % | 204.275 $ | -258 $ | -0,1 % | 204.533 $ | -88.706 $ | -30,3 % |
| Sunbelt Securities, Inc. | 208.608 $ | +29.710 $ | +16,6 % | 178.898 $ | +172.770 $ | +2.819,4 % | ||||||
| WealthPlan Investment Management, LLC | 208.217 $ | -1.675 $ | -0,8 % | |||||||||
| Evergreen Private Wealth LLC | 208.094 $ | +35.082 $ | +20,3 % | 173.012 $ | -14.532 $ | -7,7 % | 187.544 $ | -34.766 $ | -15,6 % | |||
| Parkside Financial Bank & Trust | 207.721 $ | +26.712 $ | +14,8 % | 181.009 $ | +1.003 $ | +0,6 % | 180.006 $ | +3.994 $ | +2,3 % | |||
| CENTAURUS FINANCIAL, INC. | 207.000 $ | |||||||||||
| Spectrum Planning & Advisory Services Inc. | 205.965 $ | +4.149 $ | +2,1 % | |||||||||
| DRIVE WEALTH MANAGEMENT, LLC | 205.430 $ | |||||||||||
| ProVise Management Group, LLC | 203.138 $ | -2.245 $ | -1,1 % | 205.383 $ | +3.025 $ | +1,5 % | 202.358 $ | |||||
| Pallas Capital Advisors LLC | 205.151 $ | |||||||||||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 205.062 $ | |||||||||||
| Tactive Advisors, LLC | 204.348 $ | |||||||||||
| FC Advisory LLC | 204.146 $ | |||||||||||
| Ascent Group, LLC | 203.446 $ | -19.988 $ | -8,9 % | |||||||||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 202.947 $ | +14.193 $ | +7,5 % | 188.754 $ | +1.046 $ | +0,6 % | 187.708 $ | -68.545 $ | -26,7 % | |||
| Shared Vision Wealth Group LLC | 202.862 $ | |||||||||||
| Meridian Wealth Management, LLC | 202.244 $ | |||||||||||
| Chicago Wealth Management, Inc. | 202.244 $ | |||||||||||
| Buttonwood Financial Group, LLC | 201.873 $ | -68.385 $ | -25,3 % | |||||||||
| Kennebec Savings Bank | 199.151 $ | -2.652 $ | -1,3 % | 201.803 $ | +19.607 $ | +10,8 % | 182.196 $ | +131.664 $ | +260,6 % | 50.532 $ | +989 $ | +2,0 % |
| Curry Webb Wealth Management LLC | 201.605 $ | +0 $ | +0,0 % | 201.605 $ | ||||||||
| Transamerica Financial Advisors, LLC | 201.304 $ | +80.746 $ | +67,0 % | 120.558 $ | +46.134 $ | +62,0 % | 74.424 $ | +32.178 $ | +76,2 % | |||
| Mallini Complete Financial Planning LLC | 200.972 $ | +468 $ | +0,2 % | 200.504 $ | ||||||||
| Pinnacle Wealth Management Advisory Group, LLC | 200.733 $ | -42 $ | -0,0 % | 200.775 $ | ||||||||
| Team Hewins, LLC | 200.735 $ | |||||||||||
| Johnson Bixby & Associates, LLC | 200.509 $ | |||||||||||
| Brown Financial Advisors | 200.006 $ | |||||||||||
| TOP Private Wealth LLC. | 192.254 $ | |||||||||||
| Dynamic Wealth Strategies, LLC | 190.318 $ | -1.863 $ | -1,0 % | 192.181 $ | +32.399 $ | +20,3 % | 159.782 $ | +4.569 $ | +2,9 % | 155.213 $ | +2.635 $ | +1,7 % |
| Manchester Capital Management LLC | 189.726 $ | +121.284 $ | +177,2 % | 68.442 $ | ||||||||
| Pavaki Capital Management LLC | 188.760 $ | +31.040 $ | +19,7 % | 157.720 $ | ||||||||
| Keating Financial Advisory Services, Inc. | 188.533 $ | +23.915 $ | +14,5 % | 164.618 $ | +2.916 $ | +1,8 % | 161.702 $ | |||||
| Princeton Global Asset Management LLC | 184.241 $ | -184 $ | -0,1 % | 184.425 $ | +21.379 $ | +13,1 % | 163.046 $ | +82.219 $ | +101,7 % | 80.827 $ | -252 $ | -0,3 % |
| Archer Investment Corp | 181.166 $ | +98.796 $ | +119,9 % | 82.370 $ | +738 $ | +0,9 % | 81.632 $ | +1.853 $ | +2,3 % | |||
| VSM Wealth Advisory, LLC | 178.829 $ | +55.626 $ | +45,1 % | 123.203 $ | +8.589 $ | +7,5 % | 114.614 $ | -2.882.767 $ | -96,2 % | |||
| Legacy Wealth Managment, LLC/ID | 177.818 $ | +10.726 $ | +6,4 % | 167.092 $ | +166.280 $ | +20.477,8 % | ||||||
| Urban Financial Advisory Corp | 176.945 $ | +142.541 $ | +414,3 % | 34.404 $ | -7.968 $ | -18,8 % | 42.372 $ | +1.414 $ | +3,5 % | |||
| EQ WEALTH ADVISORS, LLC | 176.809 $ | |||||||||||
| Game Plan Financial Advisors, LLC | 174.121 $ | +24.843 $ | +16,6 % | 149.278 $ | +4.504 $ | +3,1 % | 144.774 $ | -2.565 $ | -1,7 % | |||
| MJT & Associates Financial Advisory Group, Inc. | 173.106 $ | +3.326 $ | +2,0 % | 169.780 $ | +20.730 $ | +13,9 % | 149.050 $ | -3.901 $ | -2,6 % | 152.951 $ | +3.113 $ | +2,1 % |
| Carolina Wealth Advisors, LLC | 172.768 $ | +27.523 $ | +18,9 % | 145.245 $ | +3.213 $ | +2,3 % | 142.032 $ | +2.780 $ | +2,0 % | |||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 172.355 $ | +34.801 $ | +25,3 % | 137.554 $ | ||||||||
| Aspect Partners, LLC | 139.016 $ | -32.230 $ | -18,8 % | 171.246 $ | +85.202 $ | +99,0 % | 86.044 $ | +14.152 $ | +19,7 % | 71.892 $ | +7.785 $ | +12,1 % |
| YANKCOM Partnership | 159.183 $ | -12.033 $ | -7,0 % | 171.216 $ | ||||||||
| Sunrise Financial Services, LLC | 17.784 $ | -1.344 $ | -7,0 % | 19.128 $ | +3.047 $ | +18,9 % | 16.081 $ | -151.010 $ | -90,4 % | 167.091 $ | ||
| EVOLUTION WEALTH MANAGEMENT INC. | 161.172 $ | +27.207 $ | +20,3 % | 133.965 $ | +114.530 $ | +589,3 % | 19.435 $ | +7.842 $ | +67,6 % | |||
| JFS WEALTH ADVISORS, LLC | 123.445 $ | -32.158 $ | -20,7 % | 155.603 $ | -4.353 $ | -2,7 % | 159.956 $ | +13.150 $ | +9,0 % | |||
| Central Pacific Bank - Trust Division | 138.320 $ | -20.521 $ | -12,9 % | 158.841 $ | +25.304 $ | +18,9 % | 133.537 $ | +2.954 $ | +2,3 % | 130.583 $ | +17.387 $ | +15,4 % |
| CVA Family Office, LLC | 152.108 $ | +15.680 $ | +11,5 % | 136.428 $ | +77.647 $ | +132,1 % | 58.781 $ | +1.165 $ | +2,0 % | |||
| Investors Research Corp | 92.354 $ | -53.550 $ | -36,7 % | 145.904 $ | +17.831 $ | +13,9 % | 128.073 $ | -8.480 $ | -6,2 % | 136.553 $ | -48.161 $ | -26,1 % |
| Rossmore Private Capital | 145.052 $ | +20.351 $ | +16,3 % | 124.701 $ | +2.283 $ | +1,9 % | 122.418 $ | +2.471 $ | +2,1 % | |||
| Hurley Capital, LLC | 144.129 $ | +14.875 $ | +11,5 % | 129.254 $ | +40.915 $ | +46,3 % | 88.339 $ | +1.961 $ | +2,3 % | |||
| MV CAPITAL MANAGEMENT, INC. | 140.865 $ | +70.080 $ | +99,0 % | 70.785 $ | +11.640 $ | +19,7 % | 59.145 $ | +6.402 $ | +12,1 % | |||
| Rice Partnership, LLC | 25.923 $ | -112.064 $ | -81,2 % | 137.987 $ | +24.259 $ | +21,3 % | 113.728 $ | +33.858 $ | +42,4 % | |||
| Smithfield Trust Co | 132.000 $ | -3.000 $ | -2,2 % | 135.000 $ | +38.000 $ | +39,2 % | 97.000 $ | +19.000 $ | +24,4 % | |||
| AMERICAN NATIONAL BANK & TRUST | 134.287 $ | -409 $ | -0,3 % | 134.696 $ | +15.355 $ | +12,9 % | 119.341 $ | -5.318 $ | -4,3 % | 124.659 $ | +2.513 $ | +2,1 % |
| Privatperson | 128.171 $ | -2.753 $ | -2,1 % | 130.924 $ | +42.439 $ | +48,0 % | 88.485 $ | +2.530 $ | +2,9 % | 85.955 $ | -15.214 $ | -15,0 % |
| Scarborough Advisors, LLC | 130.125 $ | +33.546 $ | +34,7 % | 96.579 $ | +5.133 $ | +5,6 % | ||||||
| HOLLENCREST CAPITAL MANAGEMENT | 125.095 $ | +13.351 $ | +11,9 % | 111.744 $ | ||||||||
| RICHARDSON FINANCIAL SERVICES INC. | 43.906 $ | -80.689 $ | -64,8 % | 124.595 $ | +9.103 $ | +7,9 % | 115.492 $ | -11.176 $ | -8,8 % | |||
| Nalls Sherbakoff Group, LLC | 123.724 $ | +14.296 $ | +13,1 % | 109.428 $ | +1.703 $ | +1,6 % | 107.725 $ | +2.150 $ | +2,0 % | |||
| Westend Capital Management, LLC | 105.894 $ | -13.613 $ | -11,4 % | 119.507 $ | -4.188 $ | -3,4 % | 123.695 $ | +2.689 $ | +2,2 % | |||
| GGM Financial LLC | 122.411 $ | +21.366 $ | +21,1 % | 101.045 $ | +41.493 $ | +69,7 % | 59.552 $ | +1.988 $ | +3,5 % | |||
| North Star Investment Management Corp. | 116.811 $ | -4.523 $ | -3,7 % | 121.334 $ | +23.108 $ | +23,5 % | 98.226 $ | +2.476 $ | +2,6 % | |||
| TSFG, LLC | 120.000 $ | |||||||||||
| Financial Network Wealth Advisors LLC | 117.735 $ | -2.332 $ | -1,9 % | |||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 116.483 $ | |||||||||||
| ARMSTRONG ADVISORY GROUP, INC | 113.235 $ | +75.146 $ | +197,3 % | 38.089 $ | +17.541 $ | +85,4 % | 20.548 $ | -373 $ | -1,8 % | 20.921 $ | +589 $ | +2,9 % |
| Fort Vancouver Investment Management, LLC | 112.063 $ | +7.837 $ | +7,5 % | 104.226 $ | +577 $ | +0,6 % | 103.649 $ | +2.300 $ | +2,3 % | |||
| Your Advocates Ltd., LLP | 111.898 $ | +12.881 $ | +13,0 % | 99.017 $ | +11.876 $ | +13,6 % | 87.141 $ | -19.060 $ | -17,9 % | |||
| Concord Wealth Partners | 108.612 $ | +3.153 $ | +3,0 % | 105.459 $ | -157.249 $ | -59,9 % | ||||||
| Cape Investment Advisory, Inc. | 107.015 $ | +1.302 $ | +1,2 % | 105.713 $ | +2.262 $ | +2,2 % | 103.451 $ | +2.183 $ | +2,2 % | |||
| Advantage Trust Co | 99.164 $ | -7.495 $ | -7,0 % | 106.659 $ | +16.992 $ | +19,0 % | 89.667 $ | +1.983 $ | +2,3 % | 87.684 $ | +1.716 $ | +2,0 % |
| BESSEMER GROUP INC | 6.000 $ | +0 $ | +0,0 % | 6.000 $ | -97.000 $ | -94,2 % | 103.000 $ | +98.000 $ | +1.960,0 % | |||
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 100.780 $ | +894 $ | +0,9 % | 99.886 $ | +2.165 $ | +2,2 % | ||||||
| PRUDENTIAL PLC | 98.442 $ | -196.814 $ | -66,7 % | |||||||||
| Wall Street Financial Group, Inc. | 98.155 $ | |||||||||||
| Kilter Group LLC | 96.853 $ | +2.447 $ | +2,6 % | 94.406 $ | -1.982 $ | -2,1 % | 96.388 $ | +24.686 $ | +34,4 % | |||
| FAS Wealth Partners, Inc. | 96.280 $ | +16.840 $ | +21,2 % | 79.440 $ | -1.391 $ | -1,7 % | 80.831 $ | +3.140 $ | +4,0 % | |||
| ANGELES WEALTH MANAGEMENT, LLC | 95.756 $ | +20.835 $ | +27,8 % | 74.921 $ | +415 $ | +0,6 % | 74.506 $ | +1.654 $ | +2,3 % | |||
| Destiny Wealth Partners, LLC | 94.896 $ | |||||||||||
| Quaker Wealth Management, LLC | 86.873 $ | -4.965 $ | -5,4 % | 91.838 $ | +16.276 $ | +21,5 % | 75.562 $ | +1.672 $ | +2,3 % | 73.890 $ | +1.446 $ | +2,0 % |
| Estabrook Capital Management | 90.475 $ | +12.067 $ | +15,4 % | 78.408 $ | -3.974 $ | -4,8 % | 82.382 $ | +1.857 $ | +2,3 % | |||
| STANCE CAPITAL LLC | 89.548 $ | +6.263 $ | +7,5 % | 83.285 $ | -73.572 $ | -46,9 % | ||||||
| IAG Wealth Partners, LLC | 88.997 $ | +7.149 $ | +8,7 % | 81.848 $ | +598 $ | +0,7 % | 81.250 $ | +1.780 $ | +2,2 % | |||
| HOWE & RUSLING INC | 36.475 $ | +6.085 $ | +20,0 % | 30.390 $ | -58.514 $ | -65,8 % | 88.904 $ | +61.456 $ | +223,9 % | |||
| Nemes Rush Group LLC | 62.840 $ | -25.380 $ | -28,8 % | 88.220 $ | +30.687 $ | +53,3 % | 57.533 $ | -787 $ | -1,3 % | |||
| HM PAYSON & CO | 82.711 $ | +10.873 $ | +15,1 % | 71.838 $ | +1.177 $ | +1,7 % | 70.661 $ | -130 $ | -0,2 % | |||
| BFSG, LLC | 80.501 $ | +5.630 $ | +7,5 % | 74.871 $ | +415 $ | +0,6 % | 74.456 $ | +1.652 $ | +2,3 % | |||
| SouthState Bank Corp | 32.900 $ | -33.427 $ | -50,4 % | 66.327 $ | -14.130 $ | -17,6 % | 80.457 $ | -167.069 $ | -67,5 % | |||
| Center for Financial Planning, Inc. | 79.520 $ | +7.724 $ | +10,8 % | 71.796 $ | +777 $ | +1,1 % | 71.019 $ | +1.503 $ | +2,2 % | |||
| AMERIFLEX GROUP, INC. | 78.293 $ | +23.320 $ | +42,4 % | 54.973 $ | -66.398 $ | -54,7 % | ||||||
| Winthrop Capital Management, LLC | 78.000 $ | +10.000 $ | +14,7 % | 68.000 $ | +1.000 $ | +1,5 % | 67.000 $ | +1.000 $ | +1,5 % | |||
| Pacifica Partners Inc. | 65.618 $ | -11.865 $ | -15,3 % | 77.483 $ | +5.768 $ | +8,0 % | 71.715 $ | -360 $ | -0,5 % | 72.075 $ | +1.747 $ | +2,5 % |
| First Bancorp, Inc /ME/ | 76.520 $ | |||||||||||
| MCF Advisors LLC | 74.898 $ | +7.180 $ | +10,6 % | 67.718 $ | ||||||||
| Park Place Capital Corp | 73.644 $ | |||||||||||
| Redwood Park Advisors LLC | 73.094 $ | +6.170 $ | +9,2 % | 66.924 $ | +370 $ | +0,6 % | 66.554 $ | +22.122 $ | +49,8 % | |||
| Pacific Center for Financial Services | 69.353 $ | +161 $ | +0,2 % | 69.192 $ | +4.839 $ | +7,5 % | 64.353 $ | +1.777 $ | +2,8 % | 62.576 $ | +0 $ | +0,0 % |
| DT Investment Partners, LLC | 68.883 $ | +4.817 $ | +7,5 % | 64.066 $ | +355 $ | +0,6 % | 63.711 $ | |||||
| Centerpoint Advisors, LLC | 67.000 $ | +11.000 $ | +19,6 % | 56.000 $ | +11.000 $ | +24,4 % | 45.000 $ | +4.000 $ | +9,8 % | |||
| StrongBox Wealth, LLC | 66.415 $ | |||||||||||
| Evolution Advisers, Inc. | 66.000 $ | +4.000 $ | +6,5 % | 62.000 $ | +1.000 $ | +1,6 % | 61.000 $ | +1.000 $ | +1,7 % | |||
| Vision Retirement, LLC | 51.456 $ | +7.397 $ | +16,8 % | 44.059 $ | -20.573 $ | -31,8 % | 64.632 $ | |||||
| Ritter Daniher Financial Advisory LLC / DE | 63.743 $ | +4.458 $ | +7,5 % | 59.285 $ | +5.464 $ | +10,2 % | 53.821 $ | +1.194 $ | +2,3 % | |||
| Seneschal Advisors, LLC | 63.229 $ | |||||||||||
| Operose Advisors LLC | 61.579 $ | +25.045 $ | +68,6 % | 36.534 $ | +807 $ | +2,3 % | 35.727 $ | +21.482 $ | +150,8 % | |||
| C M BIDWELL & ASSOCIATES LTD | 60.378 $ | +6.587 $ | +12,2 % | 53.791 $ | -1.377 $ | -2,5 % | 55.168 $ | +936 $ | +1,7 % | |||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 44.620 $ | -14.569 $ | -24,6 % | 59.189 $ | +2.801 $ | +5,0 % | 56.388 $ | +39.838 $ | +240,7 % | |||
| Vermillion & White Wealth Management Group, LLC | 56.935 $ | +10.953 $ | +23,8 % | |||||||||
| Cheviot Value Management, LLC | 56.346 $ | +28.032 $ | +99,0 % | 28.314 $ | -588 $ | -2,0 % | 28.902 $ | +5.655 $ | +24,3 % | |||
| Orion Capital Management LLC | 56.346 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 56.000 $ | +28.000 $ | +100,0 % | 28.000 $ | +4.000 $ | +16,7 % | 24.000 $ | |||||
| CALDWELL SUTTER CAPITAL, INC. | 55.315 $ | +12.809 $ | +30,1 % | 42.506 $ | +940 $ | +2,3 % | 41.566 $ | +814 $ | +2,0 % | |||
| Luminist Capital LLC | 54.601 $ | +8.785 $ | +19,2 % | |||||||||
| HARBOR INVESTMENT ADVISORY, LLC | 53.799 $ | +8.757 $ | +19,4 % | 45.042 $ | +4.013 $ | +9,8 % | 41.029 $ | +395 $ | +1,0 % | 40.634 $ | +865 $ | +2,2 % |
| Blue Trust, Inc. | 46.014 $ | -5.568 $ | -10,8 % | 51.582 $ | +22.169 $ | +75,4 % | 29.413 $ | +3.631 $ | +14,1 % | 25.782 $ | +9.531 $ | +58,6 % |
| GHP Investment Advisors, Inc. | 51.078 $ | |||||||||||
| Rialto Wealth Management, LLC | 49.041 $ | +1.135 $ | +2,4 % | 47.906 $ | +265 $ | +0,6 % | 47.641 $ | -3.777 $ | -7,3 % | |||
| MCGUIRE CAPITAL ADVISORS INC | 47.963 $ | +47.281 $ | +6.932,7 % | 682 $ | +19 $ | +2,9 % | 663 $ | |||||
| Downshift Financial, LLC | 46.810 $ | -110 $ | -0,2 % | 46.920 $ | ||||||||
| Cassaday & Co Wealth Management LLC | 46.049 $ | +7.763 $ | +20,3 % | 38.286 $ | ||||||||
| Crewe Advisors LLC | 44.325 $ | +5.710 $ | +14,8 % | 38.615 $ | +627 $ | +1,7 % | 37.988 $ | +753 $ | +2,0 % | |||
| McIlrath & Eck, LLC | 44.226 $ | +1.178 $ | +2,7 % | |||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 41.432 $ | -1.268 $ | -3,0 % | 42.700 $ | +4.670 $ | +12,3 % | 38.030 $ | |||||
| TD Capital Management LLC | 42.262 $ | +3.563 $ | +9,2 % | 38.699 $ | +215 $ | +0,6 % | 38.484 $ | +1.558 $ | +4,2 % | |||
| Go Invest LLC | 34.076 $ | -6.817 $ | -16,7 % | 40.893 $ | +20.714 $ | +102,7 % | 20.179 $ | +3.389 $ | +20,2 % | 16.790 $ | ||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 39.925 $ | |||||||||||
| JDM Financial Group LLC | 39.294 $ | +4.049 $ | +11,5 % | 35.245 $ | ||||||||
| NFSG Corp | 38.628 $ | +12.202 $ | +46,2 % | 26.426 $ | +12.231 $ | +86,2 % | 14.195 $ | +1.537 $ | +12,1 % | |||
| BOK Financial Private Wealth, Inc. | 38.338 $ | +6.463 $ | +20,3 % | 31.875 $ | +911 $ | +2,9 % | 30.964 $ | +2.393 $ | +8,4 % | |||
| Front Row Advisors LLC | 37.933 $ | +5.383 $ | +16,5 % | 32.550 $ | +651 $ | +2,0 % | 31.899 $ | +627 $ | +2,0 % | |||
| Strategic Wealth Advisors LLC | 34.000 $ | +2.000 $ | +6,3 % | 32.000 $ | -2.000 $ | -5,9 % | 34.000 $ | |||||
| Creative Capital Management Investments LLC | 33.002 $ | +2.308 $ | +7,5 % | 30.694 $ | +170 $ | +0,6 % | 30.524 $ | +677 $ | +2,3 % | |||
| Jackson Wealth Management, LLC | 33.000 $ | +1.000 $ | +3,1 % | 32.000 $ | +1.000 $ | +3,2 % | 31.000 $ | +0 $ | +0,0 % | |||
| GW&K Investment Management, LLC | 33.000 $ | +3.000 $ | +10,0 % | 30.000 $ | ||||||||
| Capitol Family Office, Inc. | 28.808 $ | -4.191 $ | -12,7 % | 32.999 $ | +5.917 $ | +21,8 % | 27.082 $ | +0 $ | +0,0 % | 27.082 $ | -191 $ | -0,7 % |
| North Ridge Wealth Advisors, Inc. | 31.077 $ | +172 $ | +0,6 % | 30.905 $ | +686 $ | +2,3 % | ||||||
| GoalVest Advisory LLC | 30.301 $ | -104.218 $ | -77,5 % | |||||||||
| Pinnacle Bancorp, Inc. | 14.219 $ | -15.109 $ | -51,5 % | 29.328 $ | +838 $ | +2,9 % | 28.490 $ | +484 $ | +1,7 % | |||
| GILPIN WEALTH MANAGEMENT, LLC | 28.173 $ | +14.016 $ | +99,0 % | 14.157 $ | +2.328 $ | +19,7 % | 11.829 $ | |||||
| Buck Wealth Strategies, LLC | 26.396 $ | |||||||||||
| GODSEY & GIBB, INC | 26.295 $ | |||||||||||
| WFA of San Diego, LLC | 26.236 $ | +750 $ | +2,9 % | 25.486 $ | +433 $ | +1,7 % | ||||||
| MASECO LLP | 24.072 $ | +3.866 $ | +19,1 % | 20.206 $ | +483 $ | +2,4 % | 19.723 $ | +369 $ | +1,9 % | |||
| Key Capital Management, INC | 2.100 $ | -620 $ | -22,8 % | 2.720 $ | -20.783 $ | -88,4 % | 23.503 $ | |||||
| Commonwealth Retirement Investments LLC | 23.171 $ | +3.953 $ | +20,6 % | 19.218 $ | ||||||||
| Cherry Tree Wealth Management, LLC | 22.068 $ | -954 $ | -4,1 % | 23.022 $ | +2.850 $ | +14,1 % | 20.172 $ | +304 $ | +1,5 % | 19.868 $ | +412 $ | +2,1 % |
| Portus Wealth Advisors, LLC | 22.840 $ | |||||||||||
| Longview Financial Advisors LLC | 22.824 $ | +1.596 $ | +7,5 % | 21.228 $ | +118 $ | +0,6 % | 21.110 $ | +468 $ | +2,3 % | |||
| Main Street Group, LTD | 22.710 $ | +11.298 $ | +99,0 % | 11.412 $ | +2.909 $ | +34,2 % | ||||||
| Investors Portfolio Services LLC | 21.686 $ | +1.830 $ | +9,2 % | 19.856 $ | +110 $ | +0,6 % | 19.746 $ | |||||
| Highland Investment Advisors LLC | 21.492 $ | |||||||||||
| DAGCO, INC. | 20.209 $ | +494 $ | +2,5 % | 19.715 $ | +440 $ | +2,3 % | ||||||
| Security National Bank | 19.325 $ | |||||||||||
| Abound Wealth Management | 19.320 $ | +2.007 $ | +11,6 % | 17.313 $ | +201 $ | +1,2 % | 17.112 $ | +9.728 $ | +131,7 % | |||
| CDKV HOLDINGS LLC | 18.636 $ | +3.056 $ | +19,6 % | 15.580 $ | +395 $ | +2,6 % | 15.185 $ | |||||
| Sawyer & Company, Inc | 16.900 $ | -1.277 $ | -7,0 % | 18.177 $ | +2.895 $ | +18,9 % | 15.282 $ | |||||
| GILL CAPITAL PARTNERS, LLC | 17.774 $ | +2.996 $ | +20,3 % | 14.778 $ | ||||||||
| United Financial Planning Group LLC | 17.331 $ | +1.463 $ | +9,2 % | 15.868 $ | +88 $ | +0,6 % | 15.780 $ | +637 $ | +4,2 % | |||
| Copia Wealth Management | 16.861 $ | +1.179 $ | +7,5 % | 15.682 $ | +87 $ | +0,6 % | 15.595 $ | +346 $ | +2,3 % | |||
| Camelot Portfolios, LLC | 16.424 $ | |||||||||||
| CX Institutional | 16.000 $ | +0 $ | +0,0 % | 16.000 $ | +1.000 $ | +6,7 % | 15.000 $ | +0 $ | +0,0 % | 15.000 $ | +1.000 $ | +7,1 % |
| Bravera Wealth | 15.860 $ | +2.674 $ | +20,3 % | 13.186 $ | +377 $ | +2,9 % | 12.809 $ | |||||
| West Branch Capital LLC | 15.549 $ | |||||||||||
| SBI Securities Co., Ltd. | 9.202 $ | -1.347 $ | -12,8 % | 10.549 $ | -4.329 $ | -29,1 % | 14.878 $ | -631 $ | -4,1 % | 15.509 $ | +544 $ | +3,6 % |
| Cordgrass Capital Advisors, LLC | 15.387 $ | |||||||||||
| Signature Resources Capital Management, LLC | 15.222 $ | -138 $ | -0,9 % | 15.360 $ | +1.568 $ | +11,4 % | 13.792 $ | +167 $ | +1,2 % | 13.625 $ | +327 $ | +2,5 % |
| JPL Wealth Management, LLC | 15.243 $ | |||||||||||
| McCarley & Cook Financial Planners | 15.119 $ | |||||||||||
| Integrity Financial Corp /WA | 14.118 $ | |||||||||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 13.801 $ | +1.494 $ | +12,1 % | |||||||||
| McMillan Office, Inc. | 13.386 $ | +798 $ | +6,3 % | 12.588 $ | -454 $ | -3,5 % | 13.042 $ | |||||
| Ares Financial Consulting, LLC | 13.053 $ | -127 $ | -1,0 % | 13.180 $ | +1.730 $ | +15,1 % | 11.450 $ | +407 $ | +3,7 % | 11.043 $ | ||
| Nova Wealth Management, Inc. | 12.960 $ | |||||||||||
| Caldwell Trust Co | 12.584 $ | |||||||||||
| Tradewinds Capital Management, LLC | 11.704 $ | +2.246 $ | +23,7 % | 9.458 $ | -569 $ | -5,7 % | 10.027 $ | +170 $ | +1,7 % | |||
| MTM Investment Management, LLC | 11.186 $ | +1.782 $ | +18,9 % | 9.404 $ | +208 $ | +2,3 % | 9.196 $ | +180 $ | +2,0 % | |||
| Financial Avengers, Inc. | 10.443 $ | +5.662 $ | +118,4 % | 4.781 $ | ||||||||
| Davis Capital Management | 1.681 $ | -8.088 $ | -82,8 % | 9.769 $ | +8.268 $ | +550,8 % | 1.501 $ | +23 $ | +1,6 % | 1.478 $ | ||
| BARRETT & COMPANY, INC. | 8.751 $ | -292 $ | -3,2 % | 9.043 $ | +1.215 $ | +15,5 % | 7.828 $ | +143 $ | +1,9 % | 7.685 $ | +152 $ | +2,0 % |
| Mowery & Schoenfeld Wealth Management, LLC | 8.750 $ | |||||||||||
| Noble Wealth Management PBC | 7.812 $ | -282 $ | -3,5 % | 8.094 $ | +1.336 $ | +19,8 % | 6.758 $ | +174 $ | +2,6 % | 6.584 $ | -1.552 $ | -19,1 % |
| 1 NORTH WEALTH SERVICES LLC | 7.930 $ | +1.337 $ | +20,3 % | 6.593 $ | +188 $ | +2,9 % | 6.405 $ | +109 $ | +1,7 % | |||
| EVERMAY WEALTH MANAGEMENT LLC | 7.843 $ | +764 $ | +10,8 % | 7.079 $ | +82 $ | +1,2 % | 6.997 $ | +146 $ | +2,1 % | |||
| Founders Capital Management | 7.505 $ | +525 $ | +7,5 % | 6.980 $ | +38 $ | +0,5 % | 6.942 $ | +154 $ | +2,3 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6.095 $ | +1.587 $ | +35,2 % | 4.508 $ | +288 $ | +6,8 % | 4.220 $ | -7.131 $ | -62,8 % | |||
| TOTH FINANCIAL ADVISORY CORP | 6.043 $ | +14 $ | +0,2 % | 6.029 $ | +509 $ | +9,2 % | 5.520 $ | +30 $ | +0,5 % | 5.490 $ | +222 $ | +4,2 % |
| Kroeger Financial Partners | 5.252 $ | -397 $ | -7,0 % | 5.649 $ | ||||||||
| Valued Wealth Advisors LLC | 5.593 $ | +891 $ | +18,9 % | 4.702 $ | +104 $ | +2,3 % | 4.598 $ | +90 $ | +2,0 % | |||
| Provenance Wealth Advisors, LLC | 5.346 $ | +374 $ | +7,5 % | 4.972 $ | +27 $ | +0,5 % | 4.945 $ | +110 $ | +2,3 % | |||
| OBSIDIAN CIO, LLC | 4.559 $ | +734 $ | +19,2 % | 3.825 $ | -1.467 $ | -27,7 % | 5.292 $ | -331.610 $ | -98,4 % | |||
| LifeSteps Financial, Inc. | 5.141 $ | |||||||||||
| RICHARDS, MERRILL & PETERSON, INC. | 4.682 $ | |||||||||||
| WELLINGTON-ALTUS USA INC. | 3.865 $ | -784 $ | -16,9 % | 4.649 $ | +895 $ | +23,8 % | 3.754 $ | |||||
| Millstone Evans Group, LLC | 4.524 $ | +2.516 $ | +125,3 % | 2.008 $ | +11 $ | +0,6 % | 1.997 $ | +44 $ | +2,3 % | |||
| Tidemark, LLC | 4.430 $ | +747 $ | +20,3 % | 3.683 $ | +105 $ | +2,9 % | 3.578 $ | +61 $ | +1,7 % | |||
| ATWOOD & PALMER INC | 4.108 $ | -311 $ | -7,0 % | 4.419 $ | +704 $ | +19,0 % | 3.715 $ | |||||
| Lodestone Wealth Management LLC | 4.201 $ | +9 $ | +0,2 % | 4.192 $ | +354 $ | +9,2 % | 3.838 $ | +22 $ | +0,6 % | 3.816 $ | ||
| Portfolio Resources Advisor Group, Inc. | 3.880 $ | +802 $ | +26,1 % | 3.078 $ | ||||||||
| USA FINANCIAL FORMULAS | 3.819 $ | +109 $ | +2,9 % | 3.710 $ | -888.267 $ | -99,6 % | ||||||
| Colonial Trust Advisors | 3.684 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 3.500 $ | +590 $ | +20,3 % | 2.910 $ | -49 $ | -1,7 % | 2.959 $ | +50 $ | +1,7 % | |||
| Private Wealth Asset Management, LLC | 3.478 $ | |||||||||||
| ORG Partners LLC | 3.441 $ | -21.216 $ | -86,0 % | |||||||||
| WOLFF WIESE MAGANA LLC | 3.016 $ | -228 $ | -7,0 % | 3.244 $ | +516 $ | +18,9 % | 2.728 $ | +61 $ | +2,3 % | 2.667 $ | +503 $ | +23,2 % |
| XP Advisory US, Inc. | 2.680 $ | |||||||||||
| Medallion Wealth Advisors, LLC | 1.454 $ | -1.089 $ | -42,8 % | 2.543 $ | +65 $ | +2,6 % | 2.478 $ | +45 $ | +1,8 % | |||
| Hilton Head Capital Partners, LLC | 2.115 $ | +245 $ | +13,1 % | 1.870 $ | +29 $ | +1,6 % | 1.841 $ | |||||
| Raleigh Capital Management Inc. | 1.706 $ | |||||||||||
| Financial Life Planners | 1.668 $ | +187 $ | +12,6 % | 1.481 $ | +88 $ | +6,3 % | ||||||
| Anchor Bay Capital, Inc. | 1.274 $ | |||||||||||
| Caitlin John, LLC | 1.258 $ | +212 $ | +20,3 % | 1.046 $ | +30 $ | +3,0 % | 1.016 $ | +17 $ | +1,7 % | |||
| SHP Wealth Management | 1.127 $ | +561 $ | +99,1 % | 566 $ | +93 $ | +19,7 % | 473 $ | |||||
| Silver Grove Financial Group, Inc. | 843 $ | +146 $ | +20,9 % | 697 $ | ||||||||
| RMG Wealth Management LLC | 746 $ | |||||||||||
| Realta Investment Advisors | 711 $ | +120 $ | +20,3 % | 591 $ | ||||||||
| TUCKER ASSET MANAGEMENT LLC | 711 $ | +120 $ | +20,3 % | 591 $ | +17 $ | +3,0 % | 574 $ | |||||
| 3Chopt Investment Partners, LLC | 602 $ | +102 $ | +20,4 % | 500 $ | +14 $ | +2,9 % | 486 $ | +8 $ | +1,7 % | |||
| Meramec Financial Planners, LLC | 495 $ | +129 $ | +35,2 % | 366 $ | ||||||||
| Retirement Wealth Solutions LLC | 390 $ | -47 $ | -10,8 % | 437 $ | +76 $ | +21,1 % | 361 $ | +10 $ | +2,8 % | 351 $ | +12 $ | +3,5 % |
| Measured Wealth Private Client Group, LLC | 84 $ | +7 $ | +9,1 % | 77 $ | -278 $ | -78,3 % | 355 $ | +281 $ | +379,7 % | |||
| Glassman Wealth Services | 317 $ | +34 $ | +12,0 % | 283 $ | +3 $ | +1,1 % | 280 $ | +6 $ | +2,2 % | |||
| DHJJ Financial Advisors, Ltd. | 188 $ | +93 $ | +97,9 % | 95 $ | +16 $ | +20,3 % | 79 $ | +8 $ | +11,3 % | |||
| Merkkuri Wealth Advisors LLC | 29 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 8 $ | +1 $ | +14,3 % | 7 $ | +0 $ | +0,0 % | 7 $ | -2.084 $ | -99,7 % | |||
| Ascentis Wealth Management, LLC | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||||
| Total | 1.114.072.845 $ | -39.274.089 $ | +10,1 % | 18.021.412.186 $ | +2.863.079.461 $ | +93,4 % | 15.012.869.447 $ | -480.236.366 $ | +29,0 % | 14.847.994.566 $ | +172.108.808 $ | +56,0 % |
Not investment advice, no individual recommendation.
The figures shown here are an aggregated evaluation of publicly available
regulatory filings and public registers and do not constitute an assessment or
recommendation regarding individual securities, funds, or issuers.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Not investment advice, no individual recommendation.
Aggregated evaluation of public regulatory filings, no assessment of individual
securities. The operator may receive affiliate compensation via linked providers
and may hold positions.
Legal notices.