| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Total | 1.856.266.979 $ | +51.387.277 $ | +79,7 % | 16.187.381.366 $ | +3.642.914.167 $ | +564,5 % | 12.270.002.860 $ | +2.341.051.637 $ | +7.294,4 % | 9.740.315.214 $ | +2.072.427.532 $ | +98,3 % |
| FMR LLC | 3.069.026.275 $ | +427.786.122 $ | +16,2 % | 2.641.240.153 $ | +252.926.575 $ | +10,6 % | 2.388.313.578 $ | +225.469.846 $ | +10,4 % | |||
| LPL Financial LLC | 906.025.469 $ | +282.751.737 $ | +45,4 % | 623.273.732 $ | +174.823.606 $ | +39,0 % | 448.450.126 $ | +159.755.572 $ | +55,3 % | |||
| WELLS FARGO & COMPANY/MN | 803.841.970 $ | +179.766.746 $ | +28,8 % | 624.075.224 $ | +388.356.338 $ | +164,8 % | 235.718.886 $ | +119.234.983 $ | +102,4 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 759.002.418 $ | +154.993.044 $ | +25,7 % | 604.009.374 $ | +97.713.156 $ | +19,3 % | 506.296.218 $ | +109.827.520 $ | +27,7 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 731.556.573 $ | +159.081.493 $ | +27,8 % | 572.475.080 $ | +47.424.783 $ | +9,0 % | 525.050.297 $ | +109.248.297 $ | +26,3 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 721.266.036 $ | +246.640.460 $ | +52,0 % | 474.625.576 $ | +39.398.305 $ | +9,1 % | 435.227.271 $ | +156.391.581 $ | +56,1 % | |||
| AMERIPRISE FINANCIAL INC | 643.784.671 $ | +181.962.488 $ | +39,4 % | 461.822.183 $ | +181.320.551 $ | +64,6 % | 280.501.632 $ | +229.569.054 $ | +450,7 % | |||
| RAYMOND JAMES FINANCIAL INC | 478.004.210 $ | +90.405.550 $ | +23,3 % | 387.598.660 $ | +122.326.738 $ | +46,1 % | 265.271.922 $ | +130.086.123 $ | +96,2 % | |||
| OSAIC HOLDINGS, INC. | 464.878.771 $ | +222.740.044 $ | +92,0 % | 242.138.727 $ | +6.305.429 $ | +2,7 % | 235.833.298 $ | +107.445.303 $ | +83,7 % | |||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 445.572.974 $ | +68.503.738 $ | +18,2 % | 377.069.236 $ | -36.040.095 $ | -8,7 % | 413.109.331 $ | +23.290.000 $ | +6,0 % | |||
| MML INVESTORS SERVICES, LLC | 420.274.433 $ | +132.059.155 $ | +45,8 % | 288.215.278 $ | -24.838.436 $ | -7,9 % | 313.053.714 $ | +54.637.167 $ | +21,1 % | |||
| Cetera Investment Advisers | 392.966.547 $ | +104.325.358 $ | +36,1 % | 288.641.189 $ | +97.826.990 $ | +51,3 % | 190.814.199 $ | +95.719.706 $ | +100,7 % | |||
| Kestra Advisory Services, LLC | 286.883.333 $ | +46.206.764 $ | +19,2 % | 240.676.569 $ | +72.869.169 $ | +43,4 % | 167.807.400 $ | +44.313.571 $ | +35,9 % | |||
| MORGAN STANLEY | 282.720.414 $ | +106.490.001 $ | +60,4 % | 176.230.413 $ | +125.823.481 $ | +249,6 % | 50.406.932 $ | -134.602.233 $ | -72,8 % | |||
| BANK OF AMERICA CORP /DE/ | 254.231.702 $ | +83.198.340 $ | +48,6 % | 171.033.362 $ | +139.897.443 $ | +449,3 % | 31.135.919 $ | +17.577.839 $ | +129,6 % | |||
| ROYAL BANK OF CANADA | 183.049.000 $ | +48.864.000 $ | +36,4 % | 134.185.000 $ | +43.461.000 $ | +47,9 % | 90.724.000 $ | +28.527.000 $ | +45,9 % | |||
| Cambridge Investment Research Advisors, Inc. | 171.190.000 $ | +100.397.000 $ | +141,8 % | 70.793.000 $ | +17.450.000 $ | +32,7 % | 53.343.000 $ | -2.197.000 $ | -4,0 % | |||
| Syntegra Private Wealth Group, LLC | 166.714.088 $ | +2.659.233 $ | +1,6 % | 164.054.855 $ | +28.751.461 $ | +21,2 % | 135.303.394 $ | +8.701.367 $ | +6,9 % | 126.602.027 $ | +46.335.441 $ | +57,7 % |
| Prime Capital Investment Advisors, LLC | 133.473.558 $ | -18.823.355 $ | -12,4 % | 152.296.913 $ | +33.513.954 $ | +28,2 % | 118.782.959 $ | +104.889.860 $ | +755,0 % | 13.893.099 $ | +798.946 $ | +6,1 % |
| FIFTH THIRD BANCORP | 127.768.452 $ | +20.496.567 $ | +19,1 % | 107.271.885 $ | +107.199.318 $ | +147.724,6 % | 72.567 $ | +63.068 $ | +663,9 % | |||
| JPMORGAN CHASE & CO | 126.971.672 $ | +26.485.034 $ | +26,4 % | 100.486.638 $ | -672.845 $ | -0,7 % | 101.159.483 $ | +42.365.541 $ | +72,1 % | |||
| Independence Financial Advisors, LLC | 105.818.685 $ | +7.071.315 $ | +7,2 % | 98.747.370 $ | +5.021.646 $ | +5,4 % | 93.725.724 $ | -5.072.236 $ | -5,1 % | 98.797.960 $ | +25.756.343 $ | +35,3 % |
| Align Financial, LLC | 121.799 $ | +2.372 $ | +2,0 % | 119.427 $ | +13.267 $ | +12,5 % | 106.160 $ | -104.954.840 $ | -99,9 % | 105.061.000 $ | ||
| Fragasso Financial Advisors Inc | 103.890.356 $ | +460.029 $ | +0,4 % | 103.430.327 $ | +8.960.553 $ | +9,5 % | 94.469.774 $ | +4.219.185 $ | +4,7 % | 90.250.589 $ | +3.508.200 $ | +4,0 % |
| JANE STREET GROUP, LLC | 33.653.325 $ | +4.157.805 $ | +14,1 % | 29.495.520 $ | -67.365.771 $ | -69,5 % | 96.861.291 $ | +76.673.954 $ | +379,8 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 51.486.000 $ | +15.022.000 $ | +41,2 % | 36.464.000 $ | -54.309.000 $ | -59,8 % | 90.773.000 $ | +64.951.000 $ | +251,5 % | |||
| Dynasty Wealth Management, LLC | 87.218.561 $ | +18.415.324 $ | +26,8 % | 68.803.237 $ | +1.517.457 $ | +2,3 % | 67.285.780 $ | |||||
| Calamos Wealth Management LLC | 86.622.573 $ | +19.376.188 $ | +28,8 % | 67.246.385 $ | +31.622.777 $ | +88,8 % | 35.623.608 $ | +1.476.122 $ | +4,3 % | |||
| KFG WEALTH MANAGEMENT, LLC | 86.254.003 $ | +3.932.237 $ | +4,8 % | 82.321.766 $ | +13.638.840 $ | +19,9 % | 68.682.926 $ | +22.564.797 $ | +48,9 % | 46.118.129 $ | +5.019.669 $ | +12,2 % |
| Quotient Wealth Partners, LLC | 84.141.874 $ | +17.610.021 $ | +26,5 % | 66.531.853 $ | -232.963 $ | -0,3 % | 66.764.816 $ | |||||
| Cornerstone Planning Group LLC | 75.596.041 $ | +393.650 $ | +0,5 % | 75.202.391 $ | +4.754.025 $ | +6,7 % | 70.448.366 $ | +6.679.465 $ | +10,5 % | 63.768.901 $ | +6.066.127 $ | +10,5 % |
| UBS Group AG | 72.418.367 $ | +13.955.246 $ | +23,9 % | 58.463.121 $ | +26.095.008 $ | +80,6 % | 32.368.113 $ | +26.057.929 $ | +413,0 % | |||
| CITIGROUP INC | 72.166.013 $ | |||||||||||
| Calamos Advisors LLC | 3.102.030 $ | -66.654.293 $ | -95,6 % | 69.756.323 $ | +68.205.643 $ | +4.398,4 % | 1.550.680 $ | +88.828 $ | +6,1 % | |||
| Advocacy Wealth Management, LLC | 68.971.886 $ | |||||||||||
| OneDigital Investment Advisors LLC | 66.905.065 $ | +14.153.941 $ | +26,8 % | 52.751.124 $ | +8.223.055 $ | +18,5 % | 44.528.069 $ | +17.036.729 $ | +62,0 % | |||
| Waverly Advisors, LLC | 63.249.939 $ | +62.928.802 $ | +19.595,6 % | 321.137 $ | +1.364 $ | +0,4 % | 319.773 $ | |||||
| ORRSTOWN FINANCIAL SERVICES INC | 62.214.462 $ | +629.279 $ | +1,0 % | 61.585.183 $ | +5.204.751 $ | +9,2 % | 56.380.432 $ | +2.978.314 $ | +5,6 % | 53.402.118 $ | +3.821.617 $ | +7,7 % |
| Wealth Alliance Advisory Group, LLC | 57.590.658 $ | +2.422.944 $ | +4,4 % | 55.167.714 $ | +5.991.176 $ | +12,2 % | 49.176.538 $ | +18.563.397 $ | +60,6 % | 30.613.141 $ | +1.530.272 $ | +5,3 % |
| STIFEL FINANCIAL CORP | 56.917.634 $ | +13.121.085 $ | +30,0 % | 43.796.549 $ | +22.951.639 $ | +110,1 % | 20.844.910 $ | +6.177.551 $ | +42,1 % | |||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 52.883.848 $ | +10.323.312 $ | +24,3 % | 42.560.536 $ | +15.994.289 $ | +60,2 % | 26.566.247 $ | +25.806.535 $ | +3.396,9 % | 759.712 $ | +11.263 $ | +1,5 % |
| Equitable Holdings, Inc. | 24.890.059 $ | +12.983.282 $ | +109,0 % | 11.906.777 $ | -39.061.501 $ | -76,6 % | 50.968.278 $ | +8.452.249 $ | +19,9 % | |||
| Financial Strategies Group, Inc. | 50.414.086 $ | +3.403.973 $ | +7,2 % | 47.010.113 $ | +3.903.263 $ | +9,1 % | 43.106.850 $ | +3.147.015 $ | +7,9 % | |||
| TruWealth Advisors, LLC | 49.834.747 $ | +2.935.177 $ | +6,3 % | 46.899.570 $ | +35.182.506 $ | +300,3 % | ||||||
| HighTower Advisors, LLC | 49.743.263 $ | +25.246.410 $ | +103,1 % | 24.496.853 $ | +5.287.276 $ | +27,5 % | 19.209.577 $ | +4.305.562 $ | +28,9 % | |||
| Concurrent Investment Advisors, LLC | 26.144.778 $ | -22.212.407 $ | -45,9 % | 48.357.185 $ | +23.858.491 $ | +97,4 % | 24.498.694 $ | +4.393.673 $ | +21,9 % | 20.105.021 $ | +4.966.801 $ | +32,8 % |
| CGC Financial Services, LLC | 48.012.568 $ | +214.528 $ | +0,4 % | 47.798.040 $ | +3.806.399 $ | +8,7 % | 43.991.641 $ | +762.824 $ | +1,8 % | 43.228.817 $ | +1.806.393 $ | +4,4 % |
| Capital Analysts, LLC | 46.916.000 $ | +11.483.000 $ | +32,4 % | 35.433.000 $ | +3.003.000 $ | +9,3 % | 32.430.000 $ | +31.750.000 $ | +4.669,1 % | |||
| Sanctuary Advisors, LLC | 46.793.590 $ | +7.024.184 $ | +17,7 % | 39.769.406 $ | -298.873 $ | -0,7 % | 40.068.279 $ | -17.846.647 $ | -30,8 % | |||
| RESTON WEALTH MANAGEMENT LLC | 44.046.135 $ | +5.727.504 $ | +14,9 % | 38.318.631 $ | ||||||||
| Baird Financial Group, Inc. | 39.874.515 $ | +14.586.806 $ | +57,7 % | 25.287.709 $ | +16.319.289 $ | +182,0 % | 8.968.420 $ | +3.088.317 $ | +52,5 % | |||
| TWO SIGMA INVESTMENTS, LP | 39.000.168 $ | |||||||||||
| Pallas Capital Advisors LLC | 38.993.995 $ | +5.028.169 $ | +14,8 % | 33.965.826 $ | -2.670.617 $ | -7,3 % | 36.636.443 $ | +4.636.622 $ | +14,5 % | |||
| Focus Financial Network, Inc. | 36.952.730 $ | -1.876.743 $ | -4,8 % | 38.829.473 $ | +9.895.165 $ | +34,2 % | 28.934.308 $ | +26.633.695 $ | +1.157,7 % | 2.300.613 $ | ||
| Mayfair Advisory Group, LLC | 37.780.552 $ | +1.238.256 $ | +3,4 % | 36.542.296 $ | +6.637.938 $ | +22,2 % | 29.904.358 $ | +15.036.303 $ | +101,1 % | 14.868.055 $ | +5.921.117 $ | +66,2 % |
| Waterloo Capital, L.P. | 36.498.728 $ | +3.805.574 $ | +11,6 % | 32.693.154 $ | +7.765.144 $ | +31,2 % | 24.928.010 $ | |||||
| RMR Wealth Builders | 36.055.687 $ | |||||||||||
| RFG Advisory, LLC | 35.535.506 $ | +1.953.652 $ | +5,8 % | 33.581.854 $ | +5.503.153 $ | +19,6 % | 28.078.701 $ | +18.080.238 $ | +180,8 % | |||
| McGlone Suttner Wealth Management, Inc. | 35.440.230 $ | +1.702.508 $ | +5,0 % | 33.737.722 $ | +7.843.824 $ | +30,3 % | 25.893.898 $ | |||||
| LYNCH & ASSOCIATES/IN | 35.285.362 $ | +29.674.681 $ | +528,9 % | 5.610.681 $ | +2.302.466 $ | +69,6 % | 3.308.215 $ | +986.983 $ | +42,5 % | 2.321.232 $ | +471.618 $ | +25,5 % |
| IAG Wealth Partners, LLC | 34.046.778 $ | +9.164.848 $ | +36,8 % | 24.881.930 $ | +21.279.434 $ | +590,7 % | 3.602.496 $ | +408.553 $ | +12,8 % | |||
| Parkside Investments, LLC | 32.135.830 $ | -573.209 $ | -1,8 % | 32.709.039 $ | +6.948.733 $ | +27,0 % | 25.760.306 $ | +13.792.351 $ | +115,2 % | 11.967.955 $ | +3.076.363 $ | +34,6 % |
| Private Advisor Group, LLC | 32.262.333 $ | +2.245.164 $ | +7,5 % | 30.017.169 $ | +14.745.956 $ | +96,6 % | 15.271.213 $ | +2.536.009 $ | +19,9 % | |||
| Beacon Pointe Advisors, LLC | 31.544.001 $ | +31.175.399 $ | +8.457,7 % | 368.602 $ | -89.330 $ | -19,5 % | 457.932 $ | -267.945 $ | -36,9 % | |||
| Beaumont Financial Advisors, LLC | 14.503.743 $ | -16.682.112 $ | -53,5 % | 31.185.855 $ | +10.012.019 $ | +47,3 % | 21.173.836 $ | +167.912 $ | +0,8 % | 21.005.924 $ | +444.278 $ | +2,2 % |
| MAI Capital Management | 29.480.390 $ | +3.262.741 $ | +12,4 % | 26.217.649 $ | +279.419 $ | +1,1 % | 25.938.230 $ | +2.783.976 $ | +12,0 % | |||
| Berman McAleer LLC | 29.421.034 $ | +2.269.192 $ | +8,4 % | 27.151.842 $ | +26.169.545 $ | +2.664,1 % | 982.297 $ | +718.901 $ | +272,9 % | 263.396 $ | ||
| Stratos Investment Management, LLC | 29.291.947 $ | +16.210.124 $ | +123,9 % | 13.081.823 $ | +12.450.063 $ | +1.970,7 % | 631.760 $ | +70.059 $ | +12,5 % | |||
| CLG LLC | 28.802.814 $ | +19.083.343 $ | +196,3 % | 9.719.471 $ | +5.863.625 $ | +152,1 % | 3.855.846 $ | +323.568 $ | +9,2 % | 3.532.278 $ | -268.499 $ | -7,1 % |
| Systelligence, LLC | 28.556.326 $ | +21.081.023 $ | +282,0 % | 7.475.303 $ | +1.017.177 $ | +15,8 % | 6.458.126 $ | +2.583.641 $ | +66,7 % | |||
| FORTRESS FINANCIAL GROUP, LLC | 28.457.819 $ | +1.830.491 $ | +6,9 % | 26.627.328 $ | +26.262.195 $ | +7.192,5 % | 365.133 $ | -27.931 $ | -7,1 % | 393.064 $ | +13.514 $ | +3,6 % |
| AlphaStar Capital Management, LLC | 28.343.152 $ | +3.377.366 $ | +13,5 % | 24.965.786 $ | +7.624.348 $ | +44,0 % | 17.341.438 $ | +1.294.356 $ | +8,1 % | 16.047.082 $ | +2.570.380 $ | +19,1 % |
| Stratos Wealth Partners, LTD. | 28.296.503 $ | +4.185.527 $ | +17,4 % | 24.110.976 $ | +15.531.765 $ | +181,0 % | 8.579.211 $ | -811.973 $ | -8,6 % | |||
| Spectrum Investment Advisors, Inc. | 27.875.044 $ | +2.726.675 $ | +10,8 % | 25.148.369 $ | -1.821.886 $ | -6,8 % | 26.970.255 $ | -869.160 $ | -3,1 % | |||
| Stephens Consulting, LLC | 27.391.396 $ | +1.276.434 $ | +4,9 % | |||||||||
| Sowa Financial Group, Inc. | 26.318.000 $ | +3.689.000 $ | +16,3 % | 22.629.000 $ | +167.000 $ | +0,7 % | 22.462.000 $ | +1.462.000 $ | +7,0 % | |||
| PRINCIPAL SECURITIES, INC. | 26.078.291 $ | +6.601.792 $ | +33,9 % | 19.476.499 $ | -886.440 $ | -4,4 % | 20.362.939 $ | +2.757.973 $ | +15,7 % | |||
| Avidian Wealth Enterprises, LLC | 23.431.178 $ | -2.394.324 $ | -9,3 % | 25.825.502 $ | +2.605.571 $ | +11,2 % | 23.219.931 $ | +4.522.974 $ | +24,2 % | 18.696.957 $ | ||
| DAHRING | CUSMANO LLC | 24.848.869 $ | +4.867.533 $ | +24,4 % | 19.981.336 $ | +3.513.605 $ | +21,3 % | 16.467.731 $ | +961.686 $ | +6,2 % | |||
| Advisory Resource Group | 24.378.526 $ | +12.439.723 $ | +104,2 % | 11.938.803 $ | +95.684 $ | +0,8 % | 11.843.119 $ | +835.288 $ | +7,6 % | |||
| Armor Investment Advisors, LLC | 24.057.105 $ | +3.614.165 $ | +17,7 % | 20.442.940 $ | +6.893.236 $ | +50,9 % | 13.549.704 $ | +705.105 $ | +5,5 % | |||
| Envestnet Portfolio Solutions, Inc. | 23.973.067 $ | +12.616.110 $ | +111,1 % | 11.356.957 $ | +781.729 $ | +7,4 % | 10.575.228 $ | |||||
| CAPTRUST FINANCIAL ADVISORS | 23.728.916 $ | +4.363.325 $ | +22,5 % | 19.365.591 $ | +1.592.802 $ | +9,0 % | 17.772.789 $ | +1.890.950 $ | +11,9 % | |||
| Pasadena Private Wealth, LLC | 23.652.023 $ | +2.637.441 $ | +12,6 % | 21.014.582 $ | +3.114.965 $ | +17,4 % | 17.899.617 $ | +1.862.756 $ | +11,6 % | |||
| TABLEAUX LLC | 23.368.005 $ | +4.395.595 $ | +23,2 % | 18.972.410 $ | +5.789.372 $ | +43,9 % | 13.183.038 $ | -3.038.424 $ | -18,7 % | |||
| Great Lakes Retirement, Inc. | 23.307.289 $ | +10.099.192 $ | +76,5 % | 13.208.097 $ | +12.873.327 $ | +3.845,4 % | 334.770 $ | |||||
| FLOW TRADERS U.S. LLC | 3.111.000 $ | -20.066.000 $ | -86,6 % | 23.177.000 $ | +21.204.000 $ | +1.074,7 % | ||||||
| Core Wealth Advisors, Inc. | 21.631.865 $ | +2.046.328 $ | +10,4 % | 19.585.537 $ | +633.725 $ | +3,3 % | 18.951.812 $ | +495.172 $ | +2,7 % | |||
| Farther Finance Advisors, LLC | 21.483.095 $ | +3.415.627 $ | +18,9 % | 18.067.468 $ | +1.441.272 $ | +8,7 % | 16.626.196 $ | +839.003 $ | +5,3 % | 15.787.193 $ | +10.646.632 $ | +207,1 % |
| Janney Montgomery Scott LLC | 20.900.000 $ | +2.229.000 $ | +11,9 % | 18.671.000 $ | +8.926.000 $ | +91,6 % | 9.745.000 $ | +1.161.000 $ | +13,5 % | |||
| InTrack Investment Management Inc | 20.880.470 $ | +4.599.087 $ | +28,2 % | 16.281.383 $ | +5.034.483 $ | +44,8 % | 11.246.900 $ | +1.292.349 $ | +13,0 % | 9.954.551 $ | +1.114.919 $ | +12,6 % |
| SENTINEL PENSION ADVISORS, LLC | 20.572.818 $ | +3.471.436 $ | +20,3 % | 17.101.382 $ | -713.438 $ | -4,0 % | 17.814.820 $ | +1.576.803 $ | +9,7 % | |||
| Goodman Advisory Group, LLC | 20.051.288 $ | +20.026.695 $ | +81.432,5 % | 24.593 $ | -440.488 $ | -94,7 % | 465.081 $ | -19.577.590 $ | -97,7 % | |||
| Advisors Capital Management, LLC | 19.777.134 $ | +5.067.842 $ | +34,5 % | 14.709.292 $ | +1.734.860 $ | +13,4 % | 12.974.432 $ | +2.790.215 $ | +27,4 % | |||
| DURANTE & WATERS, LLC | 19.552.255 $ | +5.545.138 $ | +39,6 % | 14.007.117 $ | +291.201 $ | +2,1 % | 13.715.916 $ | +1.918.569 $ | +16,3 % | |||
| NewEdge Advisors, LLC | 19.328.795 $ | +5.874.244 $ | +43,7 % | 13.454.551 $ | +2.339.838 $ | +21,1 % | 11.114.713 $ | +5.120.221 $ | +85,4 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 19.196.791 $ | +8.786.740 $ | +84,4 % | 10.410.051 $ | -101.748 $ | -1,0 % | 10.511.799 $ | +7.851.391 $ | +295,1 % | |||
| 46 Peaks LLC | 18.578.258 $ | +7.357.236 $ | +65,6 % | 11.221.022 $ | +352.698 $ | +3,2 % | 10.868.324 $ | |||||
| Ausdal Financial Partners, Inc. | 18.468.932 $ | +6.720.242 $ | +57,2 % | 11.748.690 $ | +3.760.919 $ | +47,1 % | 7.987.771 $ | +7.569.350 $ | +1.809,0 % | |||
| Evernest Financial Advisors, LLC | 18.441.184 $ | +1.743.966 $ | +10,4 % | 16.697.218 $ | +2.631.697 $ | +18,7 % | 14.065.521 $ | +4.565.827 $ | +48,1 % | |||
| Marble Wealth, LLC | 18.067.980 $ | +4.931.036 $ | +37,5 % | 13.136.944 $ | ||||||||
| Stadion Money Management, LLC | 17.909.264 $ | +17.893.586 $ | +114.131,8 % | 15.678 $ | ||||||||
| Stone House Investment Management, LLC | 17.776.302 $ | +1.286.397 $ | +7,8 % | 16.489.905 $ | +4.455.542 $ | +37,0 % | 12.034.363 $ | |||||
| Advyzon Investment Management, LLC | 17.538.801 $ | +4.766.121 $ | +37,3 % | 12.772.680 $ | +12.290.962 $ | +2.551,5 % | 481.718 $ | +21.544 $ | +4,7 % | |||
| Valmark Advisers, Inc. | 17.350.858 $ | +3.753.618 $ | +27,6 % | 13.597.240 $ | +3.667.860 $ | +36,9 % | 9.929.380 $ | +3.060.174 $ | +44,5 % | |||
| FMA Wealth Management, LLC | 17.261.752 $ | +5.043.557 $ | +41,3 % | 12.218.195 $ | +1.312.929 $ | +12,0 % | 10.905.266 $ | +97.190 $ | +0,9 % | 10.808.076 $ | +1.364.428 $ | +14,4 % |
| GERBER, LLC | 16.638.200 $ | -594.481 $ | -3,4 % | 17.232.681 $ | +1.465.139 $ | +9,3 % | 15.767.542 $ | +571.471 $ | +3,8 % | 15.196.071 $ | +90.834 $ | +0,6 % |
| FWG Holdings, LLC | 17.055.550 $ | +2.753.638 $ | +19,3 % | 14.301.912 $ | +5.232.290 $ | +57,7 % | 9.069.622 $ | |||||
| Anderson Financial Strategies, LLC | 16.940.351 $ | +1.211.226 $ | +7,7 % | 15.729.125 $ | +512.503 $ | +3,4 % | 15.216.622 $ | +600.788 $ | +4,1 % | |||
| Prepared Retirement Institute LLC | 16.814.362 $ | +1.938.402 $ | +13,0 % | 14.875.960 $ | -753.595 $ | -4,8 % | 15.629.555 $ | +472.035 $ | +3,1 % | |||
| MFA WEALTH ADVISORS, LLC | 16.235.145 $ | -199.261 $ | -1,2 % | 16.434.406 $ | +2.287.770 $ | +16,2 % | 14.146.636 $ | +1.082.634 $ | +8,3 % | 13.064.002 $ | +784.123 $ | +6,4 % |
| Advantage Trust Co | 16.328.418 $ | +694.332 $ | +4,4 % | 15.634.086 $ | +1.766.149 $ | +12,7 % | 13.867.937 $ | +418.898 $ | +3,1 % | 13.449.039 $ | +726.436 $ | +5,7 % |
| LITTLE HOUSE CAPITAL LLC | 16.219.991 $ | +3.666.217 $ | +29,2 % | 12.553.774 $ | -788.869 $ | -5,9 % | 13.342.643 $ | -505.029 $ | -3,6 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 15.496.306 $ | +1.037.018 $ | +7,2 % | 14.459.288 $ | +5.731 $ | +0,0 % | 14.453.557 $ | -1.713.908 $ | -10,6 % | 16.167.465 $ | ||
| HighPoint Advisor Group LLC | 16.060.627 $ | +3.644.071 $ | +29,3 % | 12.416.556 $ | ||||||||
| FIFTH THIRD SECURITIES, INC. | 14.071.677 $ | -1.883.671 $ | -11,8 % | 15.955.348 $ | +6.835.203 $ | +74,9 % | 9.120.145 $ | +2.476.870 $ | +37,3 % | 6.643.275 $ | +427.016 $ | +6,9 % |
| EverSource Wealth Advisors, LLC | 14.197.977 $ | -1.577.224 $ | -10,0 % | 15.775.201 $ | +5.990.448 $ | +61,2 % | 9.784.753 $ | +9.260.716 $ | +1.767,2 % | |||
| Cornerstone Wealth Management, LLC | 15.614.215 $ | +1.409.047 $ | +9,9 % | 14.205.168 $ | +1.935.393 $ | +15,8 % | 12.269.775 $ | +11.950.380 $ | +3.741,6 % | |||
| WEST MICHIGAN ADVISORS, LLC | 15.574.560 $ | |||||||||||
| CITADEL ADVISORS LLC | 15.556.165 $ | +4.719.657 $ | +43,6 % | 10.836.508 $ | +159.471 $ | +1,5 % | 10.677.037 $ | -7.610.673 $ | -41,6 % | |||
| Berger Financial Group, Inc | 15.393.830 $ | +3.445.249 $ | +28,8 % | 11.948.581 $ | +4.054.657 $ | +51,4 % | 7.893.924 $ | +212.938 $ | +2,8 % | |||
| Clarity Retirement & Wealth, LLC | 15.305.406 $ | +2.116.904 $ | +16,1 % | 13.188.502 $ | +2.474.511 $ | +23,1 % | 10.713.991 $ | |||||
| Merit Financial Group, LLC | 15.297.497 $ | +6.841.998 $ | +80,9 % | 8.455.499 $ | +4.660.306 $ | +122,8 % | 3.795.193 $ | +1.496.573 $ | +65,1 % | |||
| Summit Investment Advisory Services, LLC | 14.965.112 $ | +2.753.407 $ | +22,5 % | 12.211.705 $ | -191.791 $ | -1,5 % | 12.403.496 $ | +774.924 $ | +6,7 % | |||
| CHOREO, LLC | 14.562.363 $ | +1.035.949 $ | +7,7 % | 13.526.414 $ | -36.856 $ | -0,3 % | 13.563.270 $ | +389.426 $ | +3,0 % | |||
| HICKS CAPITAL MANAGEMENT LLC | 14.540.477 $ | +0 $ | +0,0 % | 14.540.477 $ | +3.820.730 $ | +35,6 % | 10.719.747 $ | +977.863 $ | +10,0 % | 9.741.884 $ | +1.161.273 $ | +13,5 % |
| Valley Financial Group, Inc. | 14.371.987 $ | +1.454.319 $ | +11,3 % | 12.917.668 $ | +927.473 $ | +7,7 % | 11.990.195 $ | |||||
| Nicht ausgewiesen | 13.483.110 $ | -585.636 $ | -4,2 % | 14.068.746 $ | +5.605.340 $ | +66,2 % | 8.463.406 $ | +5.180.813 $ | +157,8 % | |||
| Avior Wealth Management, LLC | 13.981.568 $ | +2.131.753 $ | +18,0 % | 11.849.815 $ | +7.382.345 $ | +165,2 % | 4.467.470 $ | -2.753.322 $ | -38,1 % | 7.220.792 $ | +4.906.193 $ | +212,0 % |
| Integrated Wealth Concepts LLC | 13.942.431 $ | +8.664 $ | +0,1 % | 13.933.767 $ | +1.202.872 $ | +9,4 % | 12.730.895 $ | +1.065.004 $ | +9,1 % | |||
| Mutual Advisors, LLC | 12.424.660 $ | -1.207.396 $ | -8,9 % | 13.632.056 $ | +5.685.961 $ | +71,6 % | 7.946.095 $ | +328.707 $ | +4,3 % | |||
| Bleakley Financial Group, LLC | 13.322.698 $ | +1.364.442 $ | +11,4 % | 11.958.256 $ | -1.471.866 $ | -11,0 % | 13.430.122 $ | +12.879.903 $ | +2.340,9 % | |||
| CWM, LLC | 13.259.860 $ | +1.461.860 $ | +12,4 % | 11.798.000 $ | +10.331.000 $ | +704,2 % | ||||||
| Bryant Woods Investment Advisors, LLC | 13.043.597 $ | +2.066.313 $ | +18,8 % | 10.977.284 $ | +1.991.627 $ | +22,2 % | 8.985.657 $ | +1.218.356 $ | +15,7 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.042.697 $ | +5.868.042 $ | +81,8 % | 7.174.655 $ | +3.354.963 $ | +87,8 % | 3.819.692 $ | -1.088.684 $ | -22,2 % | |||
| Certified Advisory Corp | 12.933.954 $ | +1.639.015 $ | +14,5 % | 11.294.939 $ | +3.523.507 $ | +45,3 % | 7.771.432 $ | +1.198.848 $ | +18,2 % | |||
| Investmark Advisory Group LLC | 12.912.224 $ | +2.627.539 $ | +25,5 % | 10.284.685 $ | +415.603 $ | +4,2 % | 9.869.082 $ | +1.181.774 $ | +13,6 % | |||
| STEPH & CO | 12.365.515 $ | -492.940 $ | -3,8 % | 12.858.455 $ | +923.393 $ | +7,7 % | 11.935.062 $ | +944.308 $ | +8,6 % | 10.990.754 $ | ||
| FLAGSHIP WEALTH ADVISORS, LLC | 12.696.061 $ | +8.065.791 $ | +174,2 % | 4.630.270 $ | -2.470.220 $ | -34,8 % | 7.100.490 $ | +1.298.725 $ | +22,4 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.679.454 $ | +1.266.681 $ | +11,1 % | 11.412.773 $ | +7.207.114 $ | +171,4 % | 4.205.659 $ | -1.474.871 $ | -26,0 % | 5.680.530 $ | +1.803.626 $ | +46,5 % |
| Sentinel Advisory Group, LLC | 12.558.814 $ | +175.703 $ | +1,4 % | 12.383.111 $ | +2.885.795 $ | +30,4 % | 9.497.316 $ | |||||
| USAdvisors Wealth Management, LLC | 12.307.000 $ | +260.000 $ | +2,2 % | 12.047.000 $ | +7.500.000 $ | +164,9 % | 4.547.000 $ | +163.000 $ | +3,7 % | 4.384.000 $ | ||
| SAGESPRING WEALTH PARTNERS, LLC | 965.458 $ | -73.169 $ | -7,0 % | 1.038.627 $ | +228.144 $ | +28,1 % | 810.483 $ | -11.415.875 $ | -93,4 % | 12.226.358 $ | +743.499 $ | +6,5 % |
| HARBOUR INVESTMENTS, INC. | 12.077.448 $ | +2.321.586 $ | +23,8 % | 9.755.862 $ | +1.529.371 $ | +18,6 % | 8.226.491 $ | +3.628.635 $ | +78,9 % | |||
| Forbes Financial Planning, Inc. | 11.778.455 $ | +844.324 $ | +7,7 % | 10.934.131 $ | +617.461 $ | +6,0 % | 10.316.670 $ | +1.758.278 $ | +20,5 % | |||
| Mariner, LLC | 9.841.182 $ | -1.904.960 $ | -16,2 % | 11.746.142 $ | +1.111.319 $ | +10,4 % | 10.634.823 $ | +1.765.486 $ | +19,9 % | |||
| Andrews Advisory Associates, LLC | 11.695.043 $ | +1.007.264 $ | +9,4 % | 10.687.779 $ | +1.354.423 $ | +14,5 % | 9.333.356 $ | +1.801.010 $ | +23,9 % | 7.532.346 $ | ||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11.651.343 $ | +4.371.372 $ | +60,0 % | 7.279.971 $ | +4.863.227 $ | +201,2 % | 2.416.744 $ | +619.977 $ | +34,5 % | |||
| Rockefeller Capital Management L.P. | 11.616.644 $ | +3.988.142 $ | +52,3 % | 7.628.502 $ | +5.807.687 $ | +319,0 % | 1.820.815 $ | +136.948 $ | +8,1 % | |||
| Pathfinder Wealth Consulting, Inc. | 11.582.657 $ | +1.267.540 $ | +12,3 % | 10.315.117 $ | ||||||||
| Stokes Family Office, LLC | 9.792.240 $ | -1.766.591 $ | -15,3 % | 11.558.831 $ | ||||||||
| MCRAE CAPITAL MANAGEMENT INC | 11.494.804 $ | +124.485 $ | +1,1 % | 11.370.319 $ | +1.318.451 $ | +13,1 % | 10.051.868 $ | +9.420.331 $ | +1.491,7 % | 631.537 $ | +13.780 $ | +2,2 % |
| B&D White Capital Company, LLC | 11.471.337 $ | +8.446.426 $ | +279,2 % | |||||||||
| Lido Advisors, LLC | 11.434.593 $ | +1.426.784 $ | +14,3 % | 10.007.809 $ | +3.597.419 $ | +56,1 % | 6.410.390 $ | +162.522 $ | +2,6 % | |||
| Emerald Advisors, LLC | 11.403.241 $ | +150.962 $ | +1,3 % | 11.252.279 $ | +2.273.530 $ | +25,3 % | 8.978.749 $ | +4.239.057 $ | +89,4 % | 4.739.692 $ | +4.099.642 $ | +640,5 % |
| Aurdan Capital Management, LLC | 11.331.954 $ | |||||||||||
| Vise Technologies, Inc. | 11.086.638 $ | |||||||||||
| Crumly & Associates Inc. | 10.821.618 $ | |||||||||||
| Cooper Financial Group | 10.699.203 $ | +433.475 $ | +4,2 % | 10.265.728 $ | +5.746.534 $ | +127,2 % | 4.519.194 $ | +66.298 $ | +1,5 % | 4.452.896 $ | ||
| Global Retirement Partners, LLC | 10.672.238 $ | +3.332.135 $ | +45,4 % | 7.340.103 $ | +1.099.167 $ | +17,6 % | ||||||
| KMG FIDUCIARY PARTNERS, LLC | 10.596.146 $ | +3.859.309 $ | +57,3 % | 6.736.837 $ | +187.094 $ | +2,9 % | ||||||
| PETRA FINANCIAL ADVISORS INC | 10.368.668 $ | +8.694.727 $ | +519,4 % | 1.673.941 $ | +525.013 $ | +45,7 % | 1.148.928 $ | +284.211 $ | +32,9 % | |||
| TRUIST FINANCIAL CORP | 8.087.352 $ | +1.358.470 $ | +20,2 % | 6.728.882 $ | -3.637.252 $ | -35,1 % | 10.366.134 $ | +1.403.375 $ | +15,7 % | |||
| Salus Financial Advisors, LLC | 9.312.412 $ | -1.016.188 $ | -9,8 % | 10.328.600 $ | +2.148.372 $ | +26,3 % | 8.180.228 $ | -116.404 $ | -1,4 % | 8.296.632 $ | +341.588 $ | +4,3 % |
| Landing Point Financial Group, LLC | 9.757.956 $ | -470.326 $ | -4,6 % | 10.228.282 $ | +451.264 $ | +4,6 % | 9.777.018 $ | +875.028 $ | +9,8 % | |||
| Farmers & Merchants Trust Co of Chambersburg PA | 9.869.000 $ | -107.000 $ | -1,1 % | 9.976.000 $ | +644.000 $ | +6,9 % | 9.332.000 $ | -28.000 $ | -0,3 % | 9.360.000 $ | +103.000 $ | +1,1 % |
| Tepp RIA, LLC | 9.873.014 $ | +630.688 $ | +6,8 % | 9.242.326 $ | -198.998 $ | -2,1 % | 9.441.324 $ | |||||
| First Heartland Consultants, Inc. | 9.857.355 $ | +14.213 $ | +0,1 % | 9.843.142 $ | +4.611.606 $ | +88,2 % | 5.231.536 $ | -342.336 $ | -6,1 % | 5.573.872 $ | +1.373.530 $ | +32,7 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.573.770 $ | +4.776.663 $ | +99,6 % | 4.797.107 $ | +4.632.893 $ | +2.821,3 % | 164.214 $ | +156.452 $ | +2.015,6 % | |||
| D.A. DAVIDSON & CO. | 9.200.806 $ | -328.644 $ | -3,4 % | 9.529.450 $ | +1.794.060 $ | +23,2 % | 7.735.390 $ | +973.414 $ | +14,4 % | |||
| GREENWOOD CAPITAL ASSOCIATES LLC | 9.372.468 $ | +2.899.168 $ | +44,8 % | 6.473.300 $ | +354.069 $ | +5,8 % | 6.119.231 $ | +1.972.841 $ | +47,6 % | |||
| SK Wealth Management, LLC | 9.352.212 $ | +2.284.303 $ | +32,3 % | 7.067.909 $ | -7.859 $ | -0,1 % | 7.075.768 $ | +3.593.222 $ | +103,2 % | |||
| S Harris Financial Group, LLC | 9.297.355 $ | +1.523.505 $ | +19,6 % | 7.773.850 $ | +590.485 $ | +8,2 % | 7.183.365 $ | |||||
| MENORA MIVTACHIM HOLDINGS LTD. | 6.059.462 $ | +867.022 $ | +16,7 % | 5.192.440 $ | -4.090.063 $ | -44,1 % | 9.282.503 $ | +909.196 $ | +10,9 % | |||
| JONES FINANCIAL COMPANIES LLLP | 9.191.761 $ | +9.009.746 $ | +4.950,0 % | 182.015 $ | +164.493 $ | +938,8 % | 17.522 $ | +11.047 $ | +170,6 % | |||
| Convergence Financial, LLC | 7.143.984 $ | -2.040.240 $ | -22,2 % | 9.184.224 $ | +27.403 $ | +0,3 % | 9.156.821 $ | -1.028.270 $ | -10,1 % | |||
| Independent Advisor Alliance | 251.650 $ | -8.900.345 $ | -97,3 % | 9.151.995 $ | ||||||||
| Northwest Wealth Advisors, LLC | 9.118.285 $ | +1.951.426 $ | +27,2 % | 7.166.859 $ | +160.621 $ | +2,3 % | 7.006.238 $ | |||||
| Legacies Wealth LLC | 9.051.161 $ | +1.134.294 $ | +14,3 % | 7.916.867 $ | ||||||||
| Breakwater Capital Group | 9.047.822 $ | +760.751 $ | +9,2 % | 8.287.071 $ | +4.010.730 $ | +93,8 % | 4.276.341 $ | +1.374.443 $ | +47,4 % | 2.901.898 $ | +1.380.780 $ | +90,8 % |
| ANCHOR CAPITAL ADVISORS LLC | 9.039.684 $ | +5.101.134 $ | +129,5 % | 3.938.550 $ | ||||||||
| DEFINED WEALTH MANAGEMENT, LLC | 9.011.885 $ | -12.981 $ | -0,1 % | 9.024.866 $ | ||||||||
| Bravera Wealth | 8.985.589 $ | +1.457.388 $ | +19,4 % | 7.528.201 $ | +986.380 $ | +15,1 % | 6.541.821 $ | |||||
| Triangle Securities Wealth Management | 8.852.610 $ | |||||||||||
| Atria Investments, Inc | 7.293.777 $ | -296.138 $ | -3,9 % | 7.589.915 $ | +1.770.966 $ | +30,4 % | 5.818.949 $ | -2.869.186 $ | -33,0 % | 8.688.135 $ | -1.108.812 $ | -11,3 % |
| BG Investment Services, LLC | 8.601.799 $ | +1.624.178 $ | +23,3 % | 6.977.621 $ | +1.983.776 $ | +39,7 % | 4.993.845 $ | +1.394.340 $ | +38,7 % | |||
| Cannon Wealth Management Services, LLC | 8.535.713 $ | +3.853.737 $ | +82,3 % | 4.681.976 $ | -89.505 $ | -1,9 % | 4.771.481 $ | |||||
| Modus Advisors, LLC | 8.530.643 $ | +1.839.281 $ | +27,5 % | 6.691.362 $ | +734.381 $ | +12,3 % | 5.956.981 $ | +1.153.191 $ | +24,0 % | |||
| TD PRIVATE CLIENT WEALTH LLC | 8.472.481 $ | +3.601.185 $ | +73,9 % | 4.871.296 $ | ||||||||
| Weil Company, Inc. | 8.011.765 $ | -294.288 $ | -3,5 % | 8.306.053 $ | -143.273 $ | -1,7 % | 8.449.326 $ | -1.071 $ | -0,0 % | 8.450.397 $ | -44.190 $ | -0,5 % |
| VICUS CAPITAL | 8.413.338 $ | +1.243.183 $ | +17,3 % | 7.170.155 $ | +3.220.853 $ | +81,6 % | 3.949.302 $ | +503.967 $ | +14,6 % | |||
| Advisory Services Network, LLC | 8.361.593 $ | +1.712.013 $ | +25,7 % | 6.649.580 $ | +1.434.958 $ | +27,5 % | 5.214.622 $ | +1.398.123 $ | +36,6 % | |||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 8.269.308 $ | +1.506.683 $ | +22,3 % | 6.762.625 $ | +1.069.460 $ | +18,8 % | 5.693.165 $ | +1.163.001 $ | +25,7 % | |||
| PKS Advisory Services, LLC | 8.236.256 $ | +2.234.867 $ | +37,2 % | 6.001.389 $ | +2.838.421 $ | +89,7 % | 3.162.968 $ | -105.045 $ | -3,2 % | |||
| Milestone Investment Advisors LLC | 8.194.970 $ | +2.122.867 $ | +35,0 % | 6.072.103 $ | +351.887 $ | +6,2 % | 5.720.216 $ | +217.111 $ | +3,9 % | |||
| Spartan Wealth Advisory Services LLC | 7.243.294 $ | -617.095 $ | -7,9 % | 7.860.389 $ | ||||||||
| Clearwave Capital, LLC | 7.801.601 $ | +2.008.458 $ | +34,7 % | 5.793.143 $ | +1.004.592 $ | +21,0 % | 4.788.551 $ | |||||
| RIVERSEDGE ADVISORS, LLC | 7.527.489 $ | -179.466 $ | -2,3 % | 7.706.955 $ | +1.277.887 $ | +19,9 % | 6.429.068 $ | |||||
| B. Riley Wealth Advisors, Inc. | 1.206.749 $ | -6.479.715 $ | -84,3 % | 7.686.464 $ | +1.599.487 $ | +26,3 % | 6.086.977 $ | |||||
| Steward Partners Investment Advisory, LLC | 7.496.993 $ | +1.474.302 $ | +24,5 % | 6.022.691 $ | +846.503 $ | +16,4 % | 5.176.188 $ | +481.382 $ | +10,3 % | |||
| FCG Investment Co | 5.494.864 $ | +649.261 $ | +13,4 % | 4.845.603 $ | -2.629.912 $ | -35,2 % | 7.475.515 $ | |||||
| American National Bank of Texas | 6.722.273 $ | -743.989 $ | -10,0 % | 7.466.262 $ | +1.370.112 $ | +22,5 % | 6.096.150 $ | -130.107 $ | -2,1 % | 6.226.257 $ | ||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 7.377.608 $ | +2.980.408 $ | +67,8 % | 4.397.200 $ | +2.641.475 $ | +150,4 % | 1.755.725 $ | +418.154 $ | +31,3 % | |||
| StoneX Group Inc. | 7.372.167 $ | +620.935 $ | +9,2 % | |||||||||
| IFP Advisors, Inc | 7.365.390 $ | +3.806.738 $ | +107,0 % | 3.558.652 $ | +472.088 $ | +15,3 % | 3.086.564 $ | +1.714.897 $ | +125,0 % | 1.371.667 $ | +136.051 $ | +11,0 % |
| TrueWealth Advisors, LLC | 7.297.347 $ | +5.623.084 $ | +335,9 % | 1.674.263 $ | +401.537 $ | +31,5 % | 1.272.726 $ | +1.008.379 $ | +381,5 % | 264.347 $ | ||
| ALONGSIDE, LLC | 6.921.779 $ | |||||||||||
| 49 WEALTH MANAGEMENT, LLC | 6.921.779 $ | |||||||||||
| LINCOLN CAPITAL CORP | 6.577.094 $ | -329.037 $ | -4,8 % | 6.906.131 $ | +1.563.352 $ | +29,3 % | 5.342.779 $ | +1.954.827 $ | +57,7 % | 3.387.952 $ | +158.447 $ | +4,9 % |
| Per Stirling Capital Management, LLC. | 6.888.014 $ | |||||||||||
| GOLDMAN SACHS GROUP INC | 6.842.298 $ | -64.840.257 $ | -90,5 % | |||||||||
| Holos Integrated Wealth LLC | 6.757.325 $ | +621.066 $ | +10,1 % | 6.136.259 $ | +641.349 $ | +11,7 % | 5.494.910 $ | -162 $ | -0,0 % | |||
| Savvy Advisors, Inc. | 3.261.069 $ | +353.733 $ | +12,2 % | 2.907.336 $ | -3.842.271 $ | -56,9 % | 6.749.607 $ | +6.511.650 $ | +2.736,5 % | |||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 6.738.045 $ | +1.360.384 $ | +25,3 % | 5.377.661 $ | +1.017.003 $ | +23,3 % | 4.360.658 $ | |||||
| Richard W. Paul & Associates, LLC | 6.716.102 $ | +1.315.085 $ | +24,3 % | 5.401.017 $ | ||||||||
| FinArc Investments, Inc. | 6.089.029 $ | -423.629 $ | -6,5 % | 6.512.658 $ | +446.008 $ | +7,4 % | 6.066.650 $ | -511.239 $ | -7,8 % | 6.577.889 $ | ||
| Linscomb Wealth, Inc. | 6.532.482 $ | +3.845.536 $ | +143,1 % | 2.686.946 $ | ||||||||
| Wealth Quarterback LLC | 6.406.543 $ | +253.513 $ | +4,1 % | 6.153.030 $ | +1.248.312 $ | +25,5 % | 4.904.718 $ | +763.809 $ | +18,4 % | 4.140.909 $ | +283.117 $ | +7,3 % |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 6.404.513 $ | +522.929 $ | +8,9 % | 5.881.584 $ | ||||||||
| Summitas Investment Management LLC | 6.301.869 $ | -100.953 $ | -1,6 % | 6.402.822 $ | +713.008 $ | +12,5 % | 5.689.814 $ | +586.685 $ | +11,5 % | 5.103.129 $ | ||
| Veridan Wealth LLC | 6.400.640 $ | +856.116 $ | +15,4 % | 5.544.524 $ | +261.529 $ | +5,0 % | 5.282.995 $ | +225.613 $ | +4,5 % | |||
| Aptus Capital Advisors, LLC | 6.391.502 $ | +918.778 $ | +16,8 % | 5.472.724 $ | +4.085.590 $ | +294,5 % | 1.387.134 $ | +1.026.900 $ | +285,1 % | |||
| San Luis Wealth Advisors LLC | 6.344.896 $ | +0 $ | +0,0 % | 6.344.896 $ | +1.184.043 $ | +22,9 % | 5.160.853 $ | +476.748 $ | +10,2 % | 4.684.105 $ | ||
| J.W. COLE ADVISORS, INC. | 6.224.687 $ | +1.062.682 $ | +20,6 % | 5.162.005 $ | +69.126 $ | +1,4 % | 5.092.879 $ | -405.918 $ | -7,4 % | |||
| Sunbelt Securities, Inc. | 6.150.138 $ | +472.695 $ | +8,3 % | 5.677.443 $ | +2.549.310 $ | +81,5 % | ||||||
| CHILDRESS CAPITAL ADVISORS, LLC | 2.115.092 $ | +154.429 $ | +7,9 % | 1.960.663 $ | -4.126.103 $ | -67,8 % | 6.086.766 $ | +5.336.360 $ | +711,1 % | |||
| IHT Wealth Management, LLC | 6.080.122 $ | +1.011.210 $ | +19,9 % | 5.068.912 $ | +3.613.555 $ | +248,3 % | 1.455.357 $ | |||||
| Anson Capital, Inc. | 5.944.625 $ | +607.206 $ | +11,4 % | 5.337.419 $ | -9.255 $ | -0,2 % | 5.346.674 $ | -87.570 $ | -1,6 % | |||
| CRA Financial Services, LLC | 5.937.719 $ | +803.252 $ | +15,6 % | 5.134.467 $ | +862.210 $ | +20,2 % | 4.272.257 $ | +2.500.812 $ | +141,2 % | 1.771.445 $ | +1.005.041 $ | +131,1 % |
| SAX WEALTH ADVISORS, LLC | 5.290.855 $ | +124.590 $ | +2,4 % | 5.166.265 $ | -758.093 $ | -12,8 % | 5.924.358 $ | +0 $ | +0,0 % | 5.924.358 $ | +1.316.581 $ | +28,6 % |
| tru Independence LLC | 5.632.585 $ | -286.741 $ | -4,8 % | 5.919.326 $ | +927.855 $ | +18,6 % | 4.991.471 $ | +247.686 $ | +5,2 % | 4.743.785 $ | +1.291.624 $ | +37,4 % |
| Arkadios Wealth Advisors | 5.914.014 $ | +3.488.325 $ | +143,8 % | 2.425.689 $ | +610.028 $ | +33,6 % | 1.815.661 $ | +1.379.472 $ | +316,3 % | |||
| WARNER FINANCIAL, INC | 5.845.916 $ | +2.242.916 $ | +62,3 % | 3.603.000 $ | +503.000 $ | +16,2 % | 3.100.000 $ | +821.000 $ | +36,0 % | |||
| RETIREMENT INCOME SOLUTIONS, INC | 5.701.482 $ | +0 $ | +0,0 % | 5.701.482 $ | +281.525 $ | +5,2 % | 5.419.957 $ | +339.068 $ | +6,7 % | |||
| COZAD ASSET MANAGEMENT INC | 5.691.863 $ | +1.419.279 $ | +33,2 % | 4.272.584 $ | +602.191 $ | +16,4 % | 3.670.393 $ | +1.174.181 $ | +47,0 % | |||
| Integrated Capital Management, LLC | 5.668.122 $ | +1.211.153 $ | +27,2 % | 4.456.969 $ | ||||||||
| Madison Wealth Partners, Inc | 5.639.420 $ | +1.885.793 $ | +50,2 % | 3.753.627 $ | +622.209 $ | +19,9 % | 3.131.418 $ | +496.376 $ | +18,8 % | |||
| Noble Wealth Management PBC | 5.537.314 $ | +80.671 $ | +1,5 % | 5.456.643 $ | +275.393 $ | +5,3 % | 5.181.250 $ | +210.488 $ | +4,2 % | 4.970.762 $ | -628.175 $ | -11,2 % |
| Envision Financial LLC | 5.426.253 $ | +881.396 $ | +19,4 % | 4.544.857 $ | ||||||||
| Carolina Wealth Advisors, LLC | 5.281.284 $ | +1.122.222 $ | +27,0 % | 4.159.062 $ | +1.164.430 $ | +38,9 % | 2.994.632 $ | +94.437 $ | +3,3 % | |||
| UPTICK PARTNERS, LLC | 5.197.195 $ | +928.728 $ | +21,8 % | 4.268.467 $ | +1.350.733 $ | +46,3 % | 2.917.734 $ | |||||
| Founders Financial Alliance, LLC | 5.196.178 $ | +1.169.164 $ | +29,0 % | 4.027.014 $ | +169.446 $ | +4,4 % | 3.857.568 $ | +1.083.608 $ | +39,1 % | |||
| Wayfinding Financial, LLC | 5.189.000 $ | |||||||||||
| Creative Planning | 5.011.973 $ | +738.208 $ | +17,3 % | 4.273.765 $ | -173.834 $ | -3,9 % | 4.447.599 $ | +397.789 $ | +9,8 % | |||
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 4.961.305 $ | +1.964.141 $ | +65,5 % | 2.997.164 $ | +1.144.712 $ | +61,8 % | 1.852.452 $ | +204.426 $ | +12,4 % | |||
| Nicht ausgewiesen | 3.248.861 $ | -1.693.799 $ | -34,3 % | 4.942.660 $ | +400.401 $ | +8,8 % | 4.542.259 $ | +2.213.764 $ | +95,1 % | |||
| Soltis Investment Advisors LLC | 4.857.453 $ | +1.170.608 $ | +31,8 % | 3.686.845 $ | +3.303.349 $ | +861,4 % | 383.496 $ | |||||
| FLAGSHIP HARBOR ADVISORS, LLC | 4.832.170 $ | +1.575.446 $ | +48,4 % | 3.256.724 $ | +1.375.786 $ | +73,1 % | 1.880.938 $ | -229.727 $ | -10,9 % | |||
| IFG Advisory, LLC | 4.785.165 $ | +4.777.576 $ | +62.954,0 % | 7.589 $ | -2.532.187 $ | -99,7 % | 2.539.776 $ | +11.159 $ | +0,4 % | |||
| RAINIER FAMILY WEALTH INC | 4.749.310 $ | +1.211.698 $ | +34,3 % | 3.537.612 $ | ||||||||
| PFG Advisors | 4.541.171 $ | -201.799 $ | -4,3 % | 4.742.970 $ | +562.242 $ | +13,4 % | 4.180.728 $ | +974.246 $ | +30,4 % | 3.206.482 $ | +373.438 $ | +13,2 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4.741.002 $ | +4.441.875 $ | +1.484,9 % | 299.127 $ | +93.685 $ | +45,6 % | 205.442 $ | +44.342 $ | +27,5 % | |||
| Sowell Financial Services LLC | 4.732.761 $ | +163.895 $ | +3,6 % | 4.568.866 $ | +2.776.268 $ | +154,9 % | 1.792.598 $ | +220.710 $ | +14,0 % | 1.571.888 $ | -578.910 $ | -26,9 % |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.634.328 $ | +426.118 $ | +10,1 % | 4.208.210 $ | +142.283 $ | +3,5 % | 4.065.927 $ | |||||
| Beacon Financial Advisory LLC | 4.153.224 $ | -391.506 $ | -8,6 % | 4.544.730 $ | +1.363.270 $ | +42,9 % | 3.181.460 $ | +604.528 $ | +23,5 % | 2.576.932 $ | +705.268 $ | +37,7 % |
| M Holdings Securities, Inc. | 4.481.000 $ | +139.000 $ | +3,2 % | 4.342.000 $ | +1.576.000 $ | +57,0 % | 2.766.000 $ | |||||
| Element Wealth, LLC | 4.423.198 $ | +1.172.235 $ | +36,1 % | 3.250.963 $ | +1.518.237 $ | +87,6 % | 1.732.726 $ | +675.751 $ | +63,9 % | |||
| Wealthcare Advisory Partners LLC | 4.329.319 $ | -91.668 $ | -2,1 % | 4.420.987 $ | +212.629 $ | +5,1 % | 4.208.358 $ | +875.963 $ | +26,3 % | 3.332.395 $ | +217.111 $ | +7,0 % |
| PCG Wealth Advisors, LLC | 4.343.554 $ | +1.194.908 $ | +37,9 % | 3.148.646 $ | +1.792.809 $ | +132,2 % | 1.355.837 $ | -111.423 $ | -7,6 % | |||
| Meadowbrook Advisors Group, LLC | 4.341.327 $ | |||||||||||
| SILVERLAKE WEALTH MANAGEMENT LLC | 4.088.888 $ | -65.193 $ | -1,6 % | 4.154.081 $ | +582.834 $ | +16,3 % | 3.571.247 $ | -374.972 $ | -9,5 % | 3.946.219 $ | +159.163 $ | +4,2 % |
| NewEdge Wealth, LLC | 4.078.046 $ | +19.079 $ | +0,5 % | 4.058.967 $ | ||||||||
| HUNTINGTON NATIONAL BANK | 3.978.269 $ | +1.051.709 $ | +35,9 % | 2.926.560 $ | +56.526 $ | +2,0 % | 2.870.034 $ | +353.451 $ | +14,0 % | |||
| Tower Research Capital LLC (TRC) | 3.907.404 $ | +2.353.135 $ | +151,4 % | 1.554.269 $ | ||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 3.893.861 $ | +1.301.409 $ | +50,2 % | 2.592.452 $ | +1.065.761 $ | +69,8 % | 1.526.691 $ | +762.037 $ | +99,7 % | |||
| Coyle Financial Counsel LLC | 3.844.574 $ | +186.066 $ | +5,1 % | 3.658.508 $ | +15.323 $ | +0,4 % | 3.643.185 $ | +75.001 $ | +2,1 % | |||
| Gallagher Fiduciary Advisors, LLC | 3.814.187 $ | +1.389.135 $ | +57,3 % | 2.425.052 $ | +244.728 $ | +11,2 % | 2.180.324 $ | +229.099 $ | +11,7 % | |||
| Canvas Wealth Advisors, LLC | 1.443.243 $ | -628.759 $ | -30,3 % | 2.072.002 $ | -1.676.851 $ | -44,7 % | 3.748.853 $ | -252.422 $ | -6,3 % | |||
| HB Wealth Management, LLC | 3.704.910 $ | +3.486.747 $ | +1.598,2 % | 218.163 $ | +3.034 $ | +1,4 % | ||||||
| LongView Wealth Management | 2.717.080 $ | +118.327 $ | +4,6 % | 2.598.753 $ | -481.294 $ | -15,6 % | 3.080.047 $ | -614.176 $ | -16,6 % | 3.694.223 $ | +1.010.487 $ | +37,7 % |
| Sugar Maple Asset Management, LLC | 3.659.190 $ | +1.957.709 $ | +115,1 % | 1.701.481 $ | +285.259 $ | +20,1 % | 1.416.222 $ | |||||
| Eaton Financial Holdings Company, LLC | 3.543.889 $ | +2.640.512 $ | +292,3 % | 903.377 $ | +84.522 $ | +10,3 % | 818.855 $ | +46.699 $ | +6,0 % | |||
| Premier Private Wealth Management LLC | 3.477.790 $ | +639.268 $ | +22,5 % | 2.838.522 $ | +446.452 $ | +18,7 % | 2.392.070 $ | |||||
| Cerity Partners LLC | 2.965.086 $ | -488.061 $ | -14,1 % | 3.453.147 $ | +2.806.397 $ | +433,9 % | 646.750 $ | |||||
| LEIGH BALDWIN & CO., LLC | 3.453.124 $ | +564.625 $ | +19,5 % | 2.888.499 $ | +325.499 $ | +12,7 % | 2.563.000 $ | +379.045 $ | +17,4 % | |||
| Everest Financial Group LLC | 2.948.970 $ | -484.214 $ | -14,1 % | 3.433.184 $ | ||||||||
| Sigma Planning Corp | 3.370.807 $ | +253.919 $ | +8,1 % | 3.116.888 $ | +157.931 $ | +5,3 % | 2.958.957 $ | +355.911 $ | +13,7 % | |||
| Orion Porfolio Solutions, LLC | 3.280.050 $ | +2.165.394 $ | +194,3 % | 1.114.656 $ | -17.950 $ | -1,6 % | 1.132.606 $ | |||||
| Smartleaf Asset Management LLC | 3.207.788 $ | +741.783 $ | +30,1 % | 2.466.005 $ | +2.465.935 $ | +3.522.764,3 % | 70 $ | -2.632 $ | -97,4 % | |||
| Qube Research & Technologies Ltd | 80.709 $ | -3.106.365 $ | -97,5 % | 3.187.074 $ | +40.310 $ | +1,3 % | 3.146.764 $ | +3.105.636 $ | +7.551,1 % | |||
| Quantinno Capital Management LP | 3.181.883 $ | +389.678 $ | +14,0 % | 2.792.205 $ | +2.193.498 $ | +366,4 % | 598.707 $ | +14.435 $ | +2,5 % | |||
| Ameritas Advisory Services, LLC | 3.175.353 $ | +2.943.734 $ | +1.270,9 % | 231.619 $ | -772.646 $ | -76,9 % | ||||||
| PlanVest Financial, Inc | 3.134.827 $ | +235.815 $ | +8,1 % | 2.899.012 $ | ||||||||
| Townsend Financial Planning, LLC | 3.121.926 $ | +1.160.557 $ | +59,2 % | 1.961.369 $ | ||||||||
| WEDBUSH SECURITIES INC | 3.103.000 $ | +376.000 $ | +13,8 % | 2.727.000 $ | +386.000 $ | +16,5 % | 2.341.000 $ | +407.000 $ | +21,0 % | 1.934.000 $ | +474.000 $ | +32,5 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3.102.718 $ | +697.941 $ | +29,0 % | 2.404.777 $ | +666.764 $ | +38,4 % | 1.738.013 $ | +690.975 $ | +66,0 % | |||
| KFA Private Wealth Group, LLC | 3.050.744 $ | +198.081 $ | +6,9 % | 2.852.663 $ | +479.288 $ | +20,2 % | 2.373.375 $ | |||||
| Processus Wealth & Capital Management, LLC | 2.983.191 $ | +24.790 $ | +0,8 % | 2.958.401 $ | +256.158 $ | +9,5 % | 2.702.243 $ | -43.834 $ | -1,6 % | 2.746.077 $ | +156.790 $ | +6,1 % |
| OmniStar Financial Group, Inc. | 2.467.792 $ | +336.740 $ | +15,8 % | 2.131.052 $ | -841.540 $ | -28,3 % | 2.972.592 $ | +22.674 $ | +0,8 % | |||
| LaSalle St. Investment Advisors, LLC | 2.969.999 $ | +1.581.021 $ | +113,8 % | 1.388.978 $ | +142.978 $ | +11,5 % | 1.246.000 $ | +38.000 $ | +3,1 % | |||
| SUMMIT WEALTH GROUP LLC / CO | 2.969.957 $ | +934.486 $ | +45,9 % | 2.035.471 $ | -398.276 $ | -16,4 % | 2.433.747 $ | |||||
| OLD MISSION CAPITAL LLC | 456.332 $ | -2.507.067 $ | -84,6 % | 2.963.399 $ | +2.661.228 $ | +880,7 % | 302.171 $ | -32.613.497 $ | -99,1 % | |||
| HERBST GROUP, LLC | 2.470.621 $ | -141.767 $ | -5,4 % | 2.612.388 $ | -323.482 $ | -11,0 % | 2.935.870 $ | |||||
| Curtis Advisory Group, LLC | 2.916.813 $ | +2.510.555 $ | +618,0 % | 406.258 $ | +31.896 $ | +8,5 % | 374.362 $ | |||||
| Kingsview Wealth Management, LLC | 2.893.490 $ | +95.757 $ | +3,4 % | 2.797.733 $ | +565.134 $ | +25,3 % | 2.232.599 $ | +186.868 $ | +9,1 % | |||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 2.892.561 $ | +624.528 $ | +27,5 % | 2.268.033 $ | -26.205 $ | -1,1 % | 2.294.238 $ | +632.713 $ | +38,1 % | |||
| Ball & Co Wealth Management Inc. | 2.892.000 $ | +540.000 $ | +23,0 % | 2.352.000 $ | -324.000 $ | -12,1 % | 2.676.000 $ | +88.000 $ | +3,4 % | |||
| Focus Partners Wealth | 2.877.217 $ | +299.006 $ | +11,6 % | 2.578.211 $ | +218.130 $ | +9,2 % | 2.360.081 $ | +2.030.619 $ | +616,3 % | |||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.722.000 $ | +541.000 $ | +24,8 % | 2.181.000 $ | +465.000 $ | +27,1 % | 1.716.000 $ | +964.000 $ | +128,2 % | |||
| Essex Financial Services, Inc. | 2.689.979 $ | +618.931 $ | +29,9 % | 2.071.048 $ | +144.386 $ | +7,5 % | 1.926.662 $ | +62.908 $ | +3,4 % | |||
| PENOBSCOT WEALTH MANAGEMENT | 2.551.687 $ | -131.771 $ | -4,9 % | 2.683.458 $ | +611.315 $ | +29,5 % | 2.072.143 $ | |||||
| WCG Wealth Advisors LLC | 1.928.942 $ | -738.327 $ | -27,7 % | 2.667.269 $ | +426.791 $ | +19,0 % | 2.240.478 $ | -36.780 $ | -1,6 % | |||
| Rollins Financial Advisors, LLC | 2.638.813 $ | -19.437 $ | -0,7 % | 2.658.250 $ | +438.609 $ | +19,8 % | 2.219.641 $ | +2.763 $ | +0,1 % | |||
| Elm3 Financial Group, LLC | 2.550.773 $ | -107.102 $ | -4,0 % | 2.657.875 $ | +461.889 $ | +21,0 % | 2.195.986 $ | -5.269 $ | -0,2 % | 2.201.255 $ | +286.944 $ | +15,0 % |
| Riverbend Wealth Management, LLC | 2.560.989 $ | -52.120 $ | -2,0 % | 2.613.109 $ | ||||||||
| Platt Wealth Management LLC | 2.606.000 $ | +256.000 $ | +10,9 % | 2.350.000 $ | +112.000 $ | +5,0 % | 2.238.000 $ | |||||
| Brookstone Capital Management | 2.587.383 $ | |||||||||||
| Baron Wealth Management LLC | 2.530.973 $ | +959.858 $ | +61,1 % | 1.571.115 $ | -23.814 $ | -1,5 % | 1.594.929 $ | +1.017.030 $ | +176,0 % | |||
| Horizon Investment Services, LLC | 2.514.252 $ | +575.627 $ | +29,7 % | 1.938.625 $ | +163.900 $ | +9,2 % | 1.774.725 $ | +137.006 $ | +8,4 % | |||
| Castleview Partners, LLC | 903.429 $ | +34.920 $ | +4,0 % | 868.509 $ | -1.635.561 $ | -65,3 % | 2.504.070 $ | +75.003 $ | +3,1 % | 2.429.067 $ | -221.528 $ | -8,4 % |
| Carnegie Investment Counsel | 2.496.882 $ | |||||||||||
| D. E. Shaw & Co., Inc. | 2.426.213 $ | +505.845 $ | +26,3 % | 1.920.368 $ | ||||||||
| Worth Asset Management, LLC | 2.393.095 $ | +821.205 $ | +52,2 % | 1.571.890 $ | -78.397 $ | -4,8 % | 1.650.287 $ | +456.666 $ | +38,3 % | 1.193.621 $ | +825.791 $ | +224,5 % |
| Encompass More Asset Management | 2.000.189 $ | -322.175 $ | -13,9 % | 2.322.364 $ | +587.626 $ | +33,9 % | 1.734.738 $ | |||||
| Redwood Financial Network Corp | 2.315.400 $ | +310.894 $ | +15,5 % | 2.004.506 $ | +230.888 $ | +13,0 % | 1.773.618 $ | +280.979 $ | +18,8 % | |||
| Corient Private Wealth LP | 1.396.715 $ | -79.530 $ | -5,4 % | 1.476.245 $ | -825.817 $ | -35,9 % | 2.302.062 $ | +1.265.525 $ | +122,1 % | |||
| MFA Wealth Services | 2.287.580 $ | -2.684 $ | -0,1 % | 2.290.264 $ | +350.443 $ | +18,1 % | 1.939.821 $ | +759.525 $ | +64,4 % | 1.180.296 $ | +81.601 $ | +7,4 % |
| Kapstone Financial Advisors LLC | 2.198.201 $ | +523.234 $ | +31,2 % | 1.674.967 $ | ||||||||
| Running Point Capital Advisors, LLC | 2.196.004 $ | |||||||||||
| Nova Wealth Management, Inc. | 1.337.254 $ | -582.751 $ | -30,4 % | 1.920.005 $ | -274.574 $ | -12,5 % | 2.194.579 $ | -42.793 $ | -1,9 % | |||
| ROMAN BUTLER FULLERTON & CO | 2.176.523 $ | +67.324 $ | +3,2 % | 2.109.199 $ | +272.571 $ | +14,8 % | 1.836.628 $ | +237.420 $ | +14,8 % | |||
| Compound Planning, Inc. | 2.169.347 $ | +80.977 $ | +3,9 % | 2.088.370 $ | -76.177 $ | -3,5 % | 2.164.547 $ | +21.784 $ | +1,0 % | |||
| Betterment LLC | 2.155.000 $ | +420.000 $ | +24,2 % | 1.735.000 $ | +760.000 $ | +77,9 % | 975.000 $ | +142.000 $ | +17,0 % | |||
| S.E.E.D. Planning Group LLC | 2.130.915 $ | +198.776 $ | +10,3 % | 1.932.139 $ | ||||||||
| Kastel Capital Advisors, LLC | 2.097.386 $ | +25.188 $ | +1,2 % | 2.072.198 $ | +0 $ | +0,0 % | 2.072.198 $ | |||||
| FIDUCIARY FINANCIAL ADVISORS | 2.055.292 $ | |||||||||||
| Arax Advisory Partners | 2.026.310 $ | +1.613.452 $ | +390,8 % | 412.858 $ | -66.384 $ | -13,9 % | 479.242 $ | +341.650 $ | +248,3 % | |||
| RASP WEALTH SOLUTIONS, LLC | 2.018.268 $ | |||||||||||
| Axis Wealth Partners, LLC | 1.988.756 $ | +671.581 $ | +51,0 % | 1.317.175 $ | +734.592 $ | +126,1 % | 582.583 $ | +18.684 $ | +3,3 % | |||
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 1.977.799 $ | +186.710 $ | +10,4 % | 1.791.089 $ | +227.448 $ | +14,5 % | 1.563.641 $ | +61.191 $ | +4,1 % | 1.502.450 $ | ||
| GWN SECURITIES INC. | 1.949.397 $ | +799.551 $ | +69,5 % | 1.149.846 $ | -40.305 $ | -3,4 % | 1.190.151 $ | +190.363 $ | +19,0 % | |||
| MISSION WEALTH MANAGEMENT, LP | 923.088 $ | -1.021.901 $ | -52,5 % | 1.944.989 $ | +1.194.737 $ | +159,2 % | 750.252 $ | -94.972 $ | -11,2 % | 845.224 $ | +384.929 $ | +83,6 % |
| Summit Financial Wealth Advisors, LLC | 1.938.780 $ | +413.961 $ | +27,1 % | 1.524.819 $ | +848.612 $ | +125,5 % | 676.207 $ | +236.647 $ | +53,8 % | 439.560 $ | ||
| Sovran Advisors, LLC | 1.258.777 $ | -99.469 $ | -7,3 % | 1.358.246 $ | -567.655 $ | -29,5 % | 1.925.901 $ | +103.147 $ | +5,7 % | |||
| Storgate, LLC | 1.924.463 $ | +1.684.151 $ | +700,8 % | 240.312 $ | +4.005 $ | +1,7 % | 236.307 $ | |||||
| MONEY CONCEPTS CAPITAL CORP | 1.913.635 $ | +483.887 $ | +33,8 % | 1.429.748 $ | +603.991 $ | +73,1 % | 825.757 $ | |||||
| DecisionMap Wealth Management, LLC | 1.884.083 $ | +465.961 $ | +32,9 % | 1.418.122 $ | +20.186 $ | +1,4 % | 1.397.936 $ | |||||
| Kovack Advisors, Inc. | 1.849.780 $ | +392.893 $ | +27,0 % | 1.456.887 $ | -2.655 $ | -0,2 % | 1.459.542 $ | +262.589 $ | +21,9 % | |||
| PEOPLES BANK /OH | 1.784.465 $ | +865.929 $ | +94,3 % | 918.536 $ | ||||||||
| RICHARDS, MERRILL & PETERSON, INC. | 1.784.315 $ | +745.240 $ | +71,7 % | 1.039.075 $ | +190.615 $ | +22,5 % | 848.460 $ | +225.330 $ | +36,2 % | 623.130 $ | ||
| Penobscot Investment Management Company, Inc. | 1.764.516 $ | +185.376 $ | +11,7 % | 1.579.140 $ | ||||||||
| TD Waterhouse Canada Inc. | 80.066 $ | -1.629.493 $ | -95,3 % | 1.709.559 $ | +406.321 $ | +31,2 % | 1.303.238 $ | +18.192 $ | +1,4 % | 1.285.046 $ | -180.100 $ | -12,3 % |
| Cornerstone Wealth, LLC/TN | 1.683.751 $ | |||||||||||
| PRIVATE TRUST CO NA | 1.606.736 $ | -68.717 $ | -4,1 % | 1.675.453 $ | +374.491 $ | +28,8 % | 1.300.962 $ | +15.304 $ | +1,2 % | 1.285.658 $ | +365.965 $ | +39,8 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.636.351 $ | +477.994 $ | +41,3 % | 1.158.357 $ | -392.883 $ | -25,3 % | 1.551.240 $ | +408.627 $ | +35,8 % | 1.142.613 $ | +725.039 $ | +173,6 % |
| Sequoia Financial Advisors, LLC | 1.629.481 $ | +419.378 $ | +34,7 % | 1.210.103 $ | +598.400 $ | +97,8 % | 611.703 $ | +22.769 $ | +3,9 % | |||
| Hilltop Holdings Inc. | 1.443.585 $ | -7.653 $ | -0,5 % | 1.451.238 $ | -169.766 $ | -10,5 % | 1.621.004 $ | -17.916 $ | -1,1 % | |||
| RENAISSANCE TECHNOLOGIES LLC | 1.592.160 $ | |||||||||||
| Regal Investment Advisors LLC | 1.589.642 $ | +188.489 $ | +13,5 % | 1.401.153 $ | -58.797 $ | -4,0 % | 1.459.950 $ | +652.757 $ | +80,9 % | |||
| REDW Wealth LLC | 1.564.197 $ | +580.563 $ | +59,0 % | 983.634 $ | +387.428 $ | +65,0 % | 596.206 $ | +382.184 $ | +178,6 % | |||
| TritonPoint Partners, LLC | 1.550.181 $ | +253.868 $ | +19,6 % | 1.296.313 $ | -34.204 $ | -2,6 % | 1.330.517 $ | |||||
| Rolek Wealth Management LLC | 1.542.359 $ | +25.585 $ | +1,7 % | 1.516.774 $ | +213.383 $ | +16,4 % | 1.303.391 $ | -174.480 $ | -11,8 % | 1.477.871 $ | +51.858 $ | +3,6 % |
| Bragg Financial Advisors, Inc | 1.502.737 $ | |||||||||||
| Sharkey, Howes & Javer | 1.401.998 $ | -13.628 $ | -1,0 % | 1.415.626 $ | -78.289 $ | -5,2 % | 1.493.915 $ | +108.301 $ | +7,8 % | 1.385.614 $ | +49.243 $ | +3,7 % |
| SFG Wealth Management, LLC. | 1.493.352 $ | +763.309 $ | +104,6 % | 730.043 $ | -103.677 $ | -12,4 % | 833.720 $ | -1.539.427 $ | -64,9 % | |||
| NWAM LLC | 1.401.296 $ | -87.848 $ | -5,9 % | 1.489.144 $ | +612.329 $ | +69,8 % | 876.815 $ | +139.316 $ | +18,9 % | |||
| Clarity Asset Management, Inc. | 388.805 $ | -515 $ | -0,1 % | 389.320 $ | -454.369 $ | -53,9 % | 843.689 $ | -609.796 $ | -42,0 % | 1.453.485 $ | +79.696 $ | +5,8 % |
| Infinity Wealth Counsel, LLC | 1.444.007 $ | +91.038 $ | +6,7 % | 1.352.969 $ | +326.680 $ | +31,8 % | 1.026.289 $ | -102.739 $ | -9,1 % | 1.129.028 $ | +148.522 $ | +15,1 % |
| CIBC Bancorp USA Inc. | 1.416.406 $ | +1.183.999 $ | +509,5 % | 232.407 $ | ||||||||
| Investment Advisory Group, LLC | 1.416.215 $ | +167.053 $ | +13,4 % | 1.249.162 $ | -47.814 $ | -3,7 % | 1.296.976 $ | +35.005 $ | +2,8 % | |||
| BLUEDOOR PRIVATE WEALTH, LLC | 1.409.730 $ | +262.396 $ | +22,9 % | 1.147.334 $ | +86.925 $ | +8,2 % | 1.060.409 $ | |||||
| Wealthspire Retirement, LLC | 1.409.213 $ | +429.136 $ | +43,8 % | 980.077 $ | -29.277 $ | -2,9 % | 1.009.354 $ | +103.982 $ | +11,5 % | |||
| Bay Capital Advisors, LLC | 1.390.018 $ | +537.586 $ | +63,1 % | 852.432 $ | +126.615 $ | +17,4 % | 725.817 $ | -70.946 $ | -8,9 % | 796.763 $ | +965 $ | +0,1 % |
| GTS SECURITIES LLC | 678.193 $ | -701.442 $ | -50,8 % | 1.379.635 $ | +1.152.643 $ | +507,8 % | ||||||
| BRADLEY FOSTER & SARGENT INC/CT | 1.372.959 $ | +200.020 $ | +17,1 % | 1.172.939 $ | +202.276 $ | +20,8 % | 970.663 $ | +435.183 $ | +81,3 % | |||
| HRT FINANCIAL LP | 1.369.000 $ | +981.000 $ | +252,8 % | 388.000 $ | +48.000 $ | +14,1 % | ||||||
| JAMES INVESTMENT RESEARCH, INC. | 659.329 $ | -701.299 $ | -51,5 % | 1.360.628 $ | +348.473 $ | +34,4 % | 1.012.155 $ | +127.348 $ | +14,4 % | 884.807 $ | +147.111 $ | +19,9 % |
| Williams & Novak Wealth Management, LLC | 1.355.769 $ | +233.007 $ | +20,8 % | 1.122.762 $ | +82.321 $ | +7,9 % | 1.040.441 $ | +175.516 $ | +20,3 % | 864.925 $ | +178.088 $ | +25,9 % |
| Wealth Advisors of Iowa, LLC | 513.865 $ | -837.172 $ | -62,0 % | 1.351.037 $ | ||||||||
| Prospera Financial Services Inc | 1.343.900 $ | +905.128 $ | +206,3 % | 438.772 $ | ||||||||
| VESTIA PERSONAL WEALTH ADVISORS | 1.342.352 $ | +45.659 $ | +3,5 % | 1.296.693 $ | +119.781 $ | +10,2 % | 1.176.912 $ | -43.644 $ | -3,6 % | 1.220.556 $ | +92.185 $ | +8,2 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 1.319.299 $ | +350.405 $ | +36,2 % | 968.894 $ | ||||||||
| WJ Wealth Management, LLC | 1.306.251 $ | |||||||||||
| HBW ADVISORY SERVICES LLC | 1.135.736 $ | -160.508 $ | -12,4 % | 1.296.244 $ | +107.166 $ | +9,0 % | 1.189.078 $ | |||||
| Gaddis Premier Wealth Advisors LLC | 1.284.019 $ | +250.035 $ | +24,2 % | 1.033.984 $ | +105.362 $ | +11,3 % | 928.622 $ | |||||
| Financial Freedom, LLC | 1.279.330 $ | +734.672 $ | +134,9 % | 544.658 $ | +458.897 $ | +535,1 % | 85.761 $ | -15.109 $ | -15,0 % | |||
| Spire Wealth Management | 1.274.787 $ | +332.536 $ | +35,3 % | 942.251 $ | +152.527 $ | +19,3 % | 789.724 $ | +323.942 $ | +69,5 % | |||
| MAGNOLIA CAPITAL ADVISORS LLC | 1.257.568 $ | +338.500 $ | +36,8 % | 919.068 $ | +639.043 $ | +228,2 % | 280.025 $ | +35.695 $ | +14,6 % | |||
| PCA Investment Advisory Services Inc. | 1.246.722 $ | +9.613 $ | +0,8 % | 1.237.109 $ | +814.247 $ | +192,6 % | 422.862 $ | |||||
| Centurion Wealth Management LLC | 1.245.100 $ | +302.750 $ | +32,1 % | 942.350 $ | +687.851 $ | +270,3 % | 254.499 $ | -3.834 $ | -1,5 % | 258.333 $ | ||
| CULLEN/FROST BANKERS, INC. | 1.244.136 $ | +281.334 $ | +29,2 % | 962.802 $ | +313.313 $ | +48,2 % | 649.489 $ | +207.227 $ | +46,9 % | |||
| Mascagni Wealth Management, Inc. | 1.243.019 $ | +139.739 $ | +12,7 % | 1.103.280 $ | ||||||||
| CreativeOne Wealth, LLC | 1.241.941 $ | +487.198 $ | +64,6 % | 754.743 $ | +214.697 $ | +39,8 % | 540.046 $ | |||||
| Harbor Asset Planning, Inc. | 1.235.610 $ | +180.872 $ | +17,1 % | 1.054.738 $ | +270.367 $ | +34,5 % | 784.371 $ | +39.296 $ | +5,3 % | |||
| SMITH SHELLNUT WILSON LLC /ADV | 1.229.808 $ | +99.267 $ | +8,8 % | 1.130.541 $ | +84.189 $ | +8,0 % | 1.046.352 $ | -137.257 $ | -11,6 % | 1.183.609 $ | +173.738 $ | +17,2 % |
| Gladstone Institutional Advisory LLC | 1.212.846 $ | +938.307 $ | +341,8 % | 274.539 $ | ||||||||
| Financial Partners Group, Inc | 1.169.347 $ | -35.017 $ | -2,9 % | 1.204.364 $ | +187.295 $ | +18,4 % | 1.017.069 $ | +164.216 $ | +19,3 % | 852.853 $ | -509.597 $ | -37,4 % |
| Key FInancial Inc | 643.823 $ | -426.291 $ | -39,8 % | 1.070.114 $ | -103.179 $ | -8,8 % | 1.173.293 $ | +14.845 $ | +1,3 % | |||
| Savant Capital, LLC | 1.126.607 $ | +924.852 $ | +458,4 % | 201.755 $ | -40.202 $ | -16,6 % | ||||||
| Pinnacle Financial Partners, Inc. | 1.117.507 $ | +506.154 $ | +82,8 % | 611.353 $ | +372.224 $ | +155,7 % | 239.129 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 1.109.838 $ | +892.888 $ | +411,6 % | 216.950 $ | ||||||||
| 1015 Capital Partners, LLC | 1.106.569 $ | +802.361 $ | +263,8 % | 304.208 $ | +180.686 $ | +146,3 % | 123.522 $ | |||||
| Golden State Wealth Management, LLC | 1.105.928 $ | +306.082 $ | +38,3 % | 799.846 $ | +373.524 $ | +87,6 % | 426.322 $ | +256.477 $ | +151,0 % | |||
| World Investment Advisors | 1.084.191 $ | +166.425 $ | +18,1 % | 917.766 $ | +385.408 $ | +72,4 % | 532.358 $ | |||||
| Geneva Partners, LLC | 1.074.115 $ | +394.681 $ | +58,1 % | 679.434 $ | -128.135 $ | -15,9 % | 807.569 $ | +19.478 $ | +2,5 % | |||
| Balance Wealth Partners LLC | 1.056.502 $ | +52.312 $ | +5,2 % | |||||||||
| MN Wealth Advisors, LLC | 1.036.406 $ | +441.493 $ | +74,2 % | 594.913 $ | +274.544 $ | +85,7 % | 320.369 $ | |||||
| Evergreen Private Wealth LLC | 1.035.314 $ | +40.698 $ | +4,1 % | 994.616 $ | +276.221 $ | +38,4 % | 718.395 $ | +15.406 $ | +2,2 % | |||
| Piscataqua Savings Bank | 1.006.830 $ | +85.837 $ | +9,3 % | 920.993 $ | +96.732 $ | +11,7 % | 824.261 $ | +385.055 $ | +87,7 % | 439.206 $ | ||
| Valeo Financial Advisors, LLC | 1.006.234 $ | +31.622 $ | +3,2 % | 974.612 $ | +137.356 $ | +16,4 % | 837.256 $ | -95.650 $ | -10,3 % | 932.906 $ | -7.117 $ | -0,8 % |
| Pure Financial Advisors, LLC | 826.409 $ | -20.526 $ | -2,4 % | 846.935 $ | -135.788 $ | -13,8 % | 982.723 $ | +43.263 $ | +4,6 % | |||
| BANK OF MONTREAL /CAN/ | 981.583 $ | +113.333 $ | +13,1 % | 868.250 $ | +26.549 $ | +3,2 % | 841.701 $ | -116.758 $ | -12,2 % | |||
| Cresset Asset Management, LLC | 977.447 $ | +734.445 $ | +302,2 % | 243.002 $ | +1.974 $ | +0,8 % | 241.028 $ | +37.056 $ | +18,2 % | |||
| EP Wealth Advisors, LLC | 972.326 $ | +276.053 $ | +39,6 % | 696.273 $ | +193.363 $ | +38,4 % | 502.910 $ | |||||
| JFS WEALTH ADVISORS, LLC | 963.136 $ | +715.403 $ | +288,8 % | 247.733 $ | +224.811 $ | +980,8 % | 22.922 $ | +747 $ | +3,4 % | |||
| DAVENPORT & Co LLC | 961.191 $ | +255.625 $ | +36,2 % | 705.566 $ | +61.076 $ | +9,5 % | 644.490 $ | +77.500 $ | +13,7 % | 566.990 $ | -109.504 $ | -16,2 % |
| AE Wealth Management LLC | 948.813 $ | +628.956 $ | +196,6 % | 319.857 $ | +104.495 $ | +48,5 % | 215.362 $ | -57.595 $ | -21,1 % | |||
| Cornerstone Financial Management LLC | 945.529 $ | +246.899 $ | +35,3 % | 698.630 $ | +135.588 $ | +24,1 % | 563.042 $ | |||||
| Allegheny Financial Group | 937.852 $ | +630.069 $ | +204,7 % | 307.783 $ | ||||||||
| TrustWell Financial Advisors, LLC | 934.851 $ | +27.782 $ | +3,1 % | 907.069 $ | +129.789 $ | +16,7 % | 777.280 $ | -87.286 $ | -10,1 % | 864.566 $ | ||
| TCTC Holdings, LLC | 930.593 $ | +75.783 $ | +8,9 % | 854.810 $ | +20.448 $ | +2,5 % | 834.362 $ | +37.549 $ | +4,7 % | |||
| Godfrey Financial Associates, Inc. | 908.567 $ | +120.929 $ | +15,4 % | 787.638 $ | -84.643 $ | -9,7 % | 872.281 $ | |||||
| Weaver Consulting Group | 894.196 $ | +309.702 $ | +53,0 % | 584.494 $ | +271.206 $ | +86,6 % | 313.288 $ | |||||
| Verdence Capital Advisors LLC | 887.683 $ | +468.236 $ | +111,6 % | 419.447 $ | -47.685 $ | -10,2 % | 467.132 $ | -7.960 $ | -1,7 % | |||
| BEAM WEALTH ADVISORS, INC. | 881.964 $ | +263.864 $ | +42,7 % | 618.100 $ | +194.684 $ | +46,0 % | 423.416 $ | |||||
| Gibson Capital, LLC | 874.774 $ | +107.161 $ | +14,0 % | 767.613 $ | -45.089 $ | -5,5 % | 812.702 $ | -66.684 $ | -7,6 % | |||
| Moors & Cabot, Inc. | 862.397 $ | +109.656 $ | +14,6 % | 752.741 $ | +161.635 $ | +27,3 % | 591.106 $ | +129.024 $ | +27,9 % | |||
| ARWA LLC | 859.176 $ | +371.526 $ | +76,2 % | 487.650 $ | +76.139 $ | +18,5 % | 411.511 $ | |||||
| Elevation Wealth Management LLC | 855.612 $ | +119.201 $ | +16,2 % | 736.411 $ | +93.152 $ | +14,5 % | 643.259 $ | |||||
| Register Financial Advisors LLC | 851.045 $ | +437.003 $ | +105,5 % | 414.042 $ | +45.878 $ | +12,5 % | 368.164 $ | +97.812 $ | +36,2 % | |||
| FORONJY FINANCIAL LLC | 802.570 $ | -45.458 $ | -5,4 % | 848.028 $ | +266.067 $ | +45,7 % | 581.961 $ | -27.915 $ | -4,6 % | 609.876 $ | +78.447 $ | +14,8 % |
| Dynamic Advisor Solutions LLC | 603.541 $ | -238.394 $ | -28,3 % | 841.935 $ | +305.996 $ | +57,1 % | 535.939 $ | +172.688 $ | +47,5 % | 363.251 $ | ||
| Empower Advisory Group, LLC | 328.213 $ | +46.963 $ | +16,7 % | 281.250 $ | -559.714 $ | -66,6 % | 840.964 $ | +510.729 $ | +154,7 % | |||
| BridgePort Financial Solutions, LLC | 836.639 $ | +329.449 $ | +65,0 % | 507.190 $ | +27.306 $ | +5,7 % | 479.884 $ | +186.635 $ | +63,6 % | |||
| AQR CAPITAL MANAGEMENT LLC | 829.157 $ | +627.340 $ | +310,8 % | 201.817 $ | ||||||||
| BENJAMIN EDWARDS INC | 824.509 $ | +116.633 $ | +16,5 % | 707.876 $ | +213.239 $ | +43,1 % | 494.637 $ | +88.041 $ | +21,7 % | |||
| BROWN ADVISORY INC | 818.730 $ | +231.175 $ | +39,3 % | 587.555 $ | +262.307 $ | +80,6 % | 325.248 $ | |||||
| COMERICA BANK | 815.225 $ | +62.072 $ | +8,2 % | |||||||||
| DENVER WEALTH MANAGEMENT, INC. | 293.777 $ | +42.204 $ | +16,8 % | 251.573 $ | -558.153 $ | -68,9 % | 809.726 $ | +98.764 $ | +13,9 % | |||
| PEAPACK GLADSTONE FINANCIAL CORP | 803.000 $ | +100.000 $ | +14,2 % | 703.000 $ | -23.000 $ | -3,2 % | 726.000 $ | -3.000 $ | -0,4 % | |||
| Kuhn & Co Investment Counsel | 802.988 $ | +109.160 $ | +15,7 % | 693.828 $ | -50.392 $ | -6,8 % | 744.220 $ | +112.123 $ | +17,7 % | |||
| RWA WEALTH PARTNERS, LLC | 802.559 $ | +103.698 $ | +14,8 % | 698.861 $ | +5.005 $ | +0,7 % | 693.856 $ | +22.621 $ | +3,4 % | |||
| Cadia Private Client LLC | 792.932 $ | +336.153 $ | +73,6 % | 456.779 $ | ||||||||
| PACIFIC FINANCIAL GROUP INC | 785.891 $ | +161.197 $ | +25,8 % | 624.694 $ | +372.203 $ | +147,4 % | 252.491 $ | +3.742 $ | +1,5 % | |||
| Triad Wealth Partners, LLC | 777.618 $ | |||||||||||
| Curi Capital, LLC | 774.558 $ | +112.277 $ | +17,0 % | 662.281 $ | +264.457 $ | +66,5 % | 397.824 $ | |||||
| IBEX WEALTH ADVISORS | 727.929 $ | -46.303 $ | -6,0 % | 774.232 $ | ||||||||
| Signature Wealth Management Group | 758.523 $ | |||||||||||
| EXENCIAL WEALTH ADVISORS, LLC | 746.869 $ | +33.903 $ | +4,8 % | 712.966 $ | -1.269 $ | -0,2 % | ||||||
| Alchemi Wealth, LLC | 737.255 $ | +88.802 $ | +13,7 % | 648.453 $ | +68.418 $ | +11,8 % | 580.035 $ | |||||
| Monetary Solutions, Ltd | 735.781 $ | +191.899 $ | +35,3 % | 543.882 $ | +248.328 $ | +84,0 % | 295.554 $ | +45.200 $ | +18,1 % | 250.354 $ | ||
| Fiduciary Group, LLC | 734.587 $ | +53.817 $ | +7,9 % | 680.770 $ | +11.491 $ | +1,7 % | 669.279 $ | +23.970 $ | +3,7 % | |||
| Abbot Financial Management, Inc. | 721.936 $ | +309.636 $ | +75,1 % | 412.300 $ | +98.726 $ | +31,5 % | 313.574 $ | |||||
| Ameritas Investment Partners, Inc. | 721.054 $ | +151.582 $ | +26,6 % | 569.472 $ | -100.344 $ | -15,0 % | 669.816 $ | +29.822 $ | +4,7 % | |||
| NICOLET BANKSHARES INC | 720.047 $ | |||||||||||
| Keystone Wealth Services, LLC | 709.585 $ | +138.072 $ | +24,2 % | 571.513 $ | +21.172 $ | +3,8 % | 550.341 $ | -34.162 $ | -5,8 % | |||
| MARINO, STRAM & ASSOCIATES LLC | 704.469 $ | +71.603 $ | +11,3 % | 632.866 $ | +98.325 $ | +18,4 % | 534.541 $ | +42.117 $ | +8,6 % | 492.424 $ | +267.215 $ | +118,7 % |
| National Wealth Management Group, LLC | 704.467 $ | +118.378 $ | +20,2 % | 586.089 $ | +208.204 $ | +55,1 % | 377.885 $ | -14.893 $ | -3,8 % | |||
| NATIXIS ADVISORS, LLC | 702.000 $ | |||||||||||
| Patriot Financial Group Insurance Agency, LLC | 694.694 $ | |||||||||||
| WBH ADVISORY INC | 689.618 $ | +88.133 $ | +14,7 % | 601.485 $ | -47.669 $ | -7,3 % | 649.154 $ | +23.747 $ | +3,8 % | |||
| Summit Financial, LLC | 360.810 $ | -328.730 $ | -47,7 % | 689.540 $ | ||||||||
| SHEETS SMITH WEALTH MANAGEMENT | 687.061 $ | +428.661 $ | +165,9 % | 258.400 $ | +55.062 $ | +27,1 % | 203.338 $ | |||||
| Charter Capital Management, LLC\DE | 676.226 $ | +96.776 $ | +16,7 % | 579.450 $ | -22.958 $ | -3,8 % | 602.408 $ | +5.518 $ | +0,9 % | |||
| SHP Wealth Management | 560.631 $ | -46.657 $ | -7,7 % | 607.288 $ | -60.903 $ | -9,1 % | 668.191 $ | |||||
| Delta Investment Management, LLC | 662.283 $ | +378.506 $ | +133,4 % | 283.777 $ | ||||||||
| PFG Investments, LLC | 660.267 $ | +71.423 $ | +12,1 % | 588.844 $ | -60.906 $ | -9,4 % | 649.750 $ | +12.402 $ | +1,9 % | |||
| Ancora Advisors LLC | 654.497 $ | +259.021 $ | +65,5 % | 395.476 $ | +5.288 $ | +1,4 % | 390.188 $ | +206.732 $ | +112,7 % | |||
| Maia Wealth LLC | 651.542 $ | +146.369 $ | +29,0 % | 505.173 $ | +72.808 $ | +16,8 % | 432.365 $ | -22.127 $ | -4,9 % | 454.492 $ | -32.483 $ | -6,7 % |
| VestGen Advisors, LLC | 642.534 $ | +85.452 $ | +15,3 % | 557.082 $ | +134.911 $ | +32,0 % | 422.171 $ | +84.383 $ | +25,0 % | |||
| Financial Perspectives, Inc | 635.542 $ | +174.722 $ | +37,9 % | 460.820 $ | +2.760 $ | +0,6 % | 458.060 $ | +20.083 $ | +4,6 % | |||
| Modern Wealth Management, LLC | 515.453 $ | -118.364 $ | -18,7 % | 633.817 $ | +171.488 $ | +37,1 % | 462.329 $ | +31.172 $ | +7,2 % | |||
| Alpha Financial Advisors, LLC | 632.305 $ | +126.957 $ | +25,1 % | 505.348 $ | -13.575 $ | -2,6 % | 518.923 $ | |||||
| Next Level Private LLC | 630.559 $ | |||||||||||
| Wedmont Private Capital | 622.115 $ | +20.424 $ | +3,4 % | 601.691 $ | ||||||||
| INSIGNEO ADVISORY SERVICES, LLC | 617.990 $ | +119.510 $ | +24,0 % | 498.480 $ | +92.442 $ | +22,8 % | 406.038 $ | |||||
| KWB Wealth | 578.588 $ | -31.136 $ | -5,1 % | 609.724 $ | +31.375 $ | +5,4 % | 578.349 $ | +0 $ | +0,0 % | 578.349 $ | +270.829 $ | +88,1 % |
| Providence Financial Advisors, LLC | 604.679 $ | |||||||||||
| AdvisorNet Financial, Inc | 599.714 $ | +268.684 $ | +81,2 % | 331.030 $ | +207.911 $ | +168,9 % | 123.119 $ | -3.436 $ | -2,7 % | 126.555 $ | +2.947 $ | +2,4 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 544.529 $ | -54.251 $ | -9,1 % | 598.780 $ | +300.286 $ | +100,6 % | 298.494 $ | +45.521 $ | +18,0 % | |||
| Allworth Financial LP | 594.613 $ | +254.156 $ | +74,7 % | 340.457 $ | +142.620 $ | +72,1 % | 197.837 $ | -2.554 $ | -1,3 % | |||
| CoreCap Advisors, LLC | 569.596 $ | +249.735 $ | +78,1 % | 319.861 $ | +73.777 $ | +30,0 % | 246.084 $ | +25.658 $ | +11,6 % | 220.426 $ | +76.445 $ | +53,1 % |
| Bensler, LLC | 513.265 $ | +3.446 $ | +0,7 % | 509.819 $ | -50.527 $ | -9,0 % | 560.346 $ | +4.413 $ | +0,8 % | |||
| BRIGHTON JONES LLC | 559.590 $ | +242.925 $ | +76,7 % | 316.665 $ | ||||||||
| Dunhill Financial, LLC | 558.079 $ | +74.189 $ | +15,3 % | 483.890 $ | +5.556 $ | +1,2 % | 478.334 $ | +25.939 $ | +5,7 % | |||
| Ballew Advisors, Inc | 556.336 $ | +290.197 $ | +109,0 % | 266.139 $ | ||||||||
| Perennial Advisors, LLC | 551.226 $ | -3.306 $ | -0,6 % | 554.532 $ | +79.346 $ | +16,7 % | 475.186 $ | -53.362 $ | -10,1 % | 528.548 $ | +7.352 $ | +1,4 % |
| Formidable Asset Management, LLC | 412.390 $ | -138.967 $ | -25,2 % | 551.357 $ | ||||||||
| Coppell Advisory Solutions LLC | 538.104 $ | |||||||||||
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 463.531 $ | +27.860 $ | +6,4 % | 435.671 $ | -92.126 $ | -17,5 % | 527.797 $ | +7.341 $ | +1,4 % | |||
| Gibraltar Capital Management, Inc. | 527.455 $ | +42.953 $ | +8,9 % | 484.502 $ | +61.704 $ | +14,6 % | 422.798 $ | +19.027 $ | +4,7 % | |||
| Western Wealth Management, LLC | 524.564 $ | |||||||||||
| Bond & Devick Financial Network, Inc. | 522.292 $ | +24.333 $ | +4,9 % | 497.959 $ | +19.017 $ | +4,0 % | 478.942 $ | +119.157 $ | +33,1 % | |||
| Facet Wealth, Inc. | 521.189 $ | +297.691 $ | +133,2 % | 223.498 $ | +12.783 $ | +6,1 % | 210.715 $ | |||||
| VERUS CAPITAL PARTNERS, LLC | 520.765 $ | +219.881 $ | +73,1 % | 300.884 $ | +50.327 $ | +20,1 % | 250.557 $ | |||||
| Clearstead Advisors, LLC | 520.236 $ | +101.393 $ | +24,2 % | 418.843 $ | +2.797 $ | +0,7 % | 416.046 $ | +12.901 $ | +3,2 % | |||
| MASTER'S WEALTH MANAGEMENT INC. | 514.440 $ | +45.601 $ | +9,7 % | 468.839 $ | +34.231 $ | +7,9 % | 434.608 $ | |||||
| WealthTrust Axiom LLC | 513.941 $ | +61.513 $ | +13,6 % | 452.428 $ | ||||||||
| Madrona Financial Services, LLC | 512.135 $ | +73.279 $ | +16,7 % | 438.856 $ | -49.281 $ | -10,1 % | 488.137 $ | +6.789 $ | +1,4 % | |||
| Evansbrook LLC | 296.131 $ | +10.146 $ | +3,5 % | 285.985 $ | -223.991 $ | -43,9 % | 509.976 $ | +5.969 $ | +1,2 % | 504.007 $ | ||
| Clear Creek Financial Management, LLC | 505.400 $ | +78.389 $ | +18,4 % | 427.011 $ | -47.952 $ | -10,1 % | 474.963 $ | +6.606 $ | +1,4 % | |||
| Wealthstar Advisors, LLC | 500.245 $ | +26.449 $ | +5,6 % | 473.796 $ | ||||||||
| Security National Bank | 483.700 $ | +69.211 $ | +16,7 % | 414.489 $ | -46.546 $ | -10,1 % | 461.035 $ | +1.519 $ | +0,3 % | |||
| ACT WEALTH MANAGEMENT, LLC | 483.154 $ | +14.742 $ | +3,1 % | 468.412 $ | +67.448 $ | +16,8 % | 400.964 $ | -44.632 $ | -10,0 % | 445.596 $ | +6.606 $ | +1,5 % |
| Coastal Bridge Advisors, LLC | 473.953 $ | +68.246 $ | +16,8 % | 405.707 $ | -45.159 $ | -10,0 % | 450.866 $ | +6.684 $ | +1,5 % | |||
| Roxbury Financial LLC | 472.464 $ | +20.459 $ | +4,5 % | 452.005 $ | +67.840 $ | +17,7 % | 384.165 $ | +46.748 $ | +13,9 % | 337.417 $ | +8.490 $ | +2,6 % |
| WEALTHSPAN PARTNERS, LLC | 464.846 $ | |||||||||||
| SpringVest Wealth Management LLC | 459.752 $ | |||||||||||
| Indivisible Partners | 453.337 $ | |||||||||||
| XML Financial, LLC | 451.994 $ | +96.314 $ | +27,1 % | 355.680 $ | +153.179 $ | +75,6 % | 202.501 $ | |||||
| Bestgate Wealth Advisors, LLC | 448.865 $ | +13.888 $ | +3,2 % | 434.977 $ | +56.203 $ | +14,8 % | 378.774 $ | +2.713 $ | +0,7 % | 376.061 $ | +12.260 $ | +3,4 % |
| M. Kulyk & Associates, LLC | 446.532 $ | +115.481 $ | +34,9 % | 331.051 $ | +111.592 $ | +50,8 % | 219.459 $ | |||||
| Integrated Advisors Network LLC | 446.219 $ | |||||||||||
| Pathstone Holdings, LLC | 438.450 $ | +63.133 $ | +16,8 % | 375.317 $ | -41.776 $ | -10,0 % | 417.093 $ | -8.620 $ | -2,0 % | |||
| Peregrine Asset Advisers, Inc. | 438.260 $ | +66.260 $ | +17,8 % | 372.000 $ | ||||||||
| Bath Savings Trust Co | 433.822 $ | +99.539 $ | +29,8 % | 334.283 $ | ||||||||
| Modera Wealth Management, LLC | 430.177 $ | +55.583 $ | +14,8 % | 374.594 $ | +2.682 $ | +0,7 % | 371.912 $ | +12.125 $ | +3,4 % | |||
| Lebenthal Global Advisors, LLC | 430.035 $ | +56.319 $ | +15,1 % | 373.716 $ | ||||||||
| Dana Investment Advisors, Inc. | 429.781 $ | |||||||||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 427.132 $ | +51.444 $ | +13,7 % | 375.688 $ | -42.188 $ | -10,1 % | 417.876 $ | +5.812 $ | +1,4 % | |||
| NATIONAL BANK OF CANADA /FI/ | 424.660 $ | +287.348 $ | +209,3 % | 137.312 $ | +123.054 $ | +863,1 % | 14.258 $ | |||||
| Cerro Pacific Wealth Advisors LLC | 261.932 $ | -160.360 $ | -38,0 % | 422.292 $ | ||||||||
| Plan A Wealth LLC | 413.902 $ | +47.360 $ | +12,9 % | 366.542 $ | +13.142 $ | +3,7 % | 353.400 $ | -2.523 $ | -0,7 % | 355.923 $ | ||
| Clark Asset Management, LLC | 413.535 $ | +166.861 $ | +67,6 % | 246.674 $ | +31.873 $ | +14,8 % | 214.801 $ | |||||
| AXXCESS WEALTH MANAGEMENT, LLC | 408.593 $ | +42.251 $ | +11,5 % | 366.342 $ | +16.487 $ | +4,7 % | ||||||
| Signature Equity Partners, LLC | 407.383 $ | +116.877 $ | +40,2 % | 290.506 $ | -11.734 $ | -3,9 % | 302.240 $ | |||||
| Richardson Capital Management LLC | 406.850 $ | +56.076 $ | +16,0 % | 350.774 $ | -23.360 $ | -6,2 % | 374.134 $ | +7.695 $ | +2,1 % | |||
| Archer Investment Corp | 405.666 $ | +356.875 $ | +731,4 % | 48.791 $ | +37.049 $ | +315,5 % | 11.742 $ | +4.474 $ | +61,6 % | |||
| Fortis Advisors, LLC | 401.300 $ | |||||||||||
| Destiny Capital Corp/CO | 400.538 $ | +17.192 $ | +4,5 % | 383.346 $ | +83.171 $ | +27,7 % | 300.175 $ | |||||
| Quantum Financial Planning Services, Inc. | 394.391 $ | -2.174 $ | -0,5 % | 396.565 $ | +28.955 $ | +7,9 % | 367.610 $ | +6.126 $ | +1,7 % | 361.484 $ | +12.847 $ | +3,7 % |
| UMB Private Wealth Management, LLC | 388.824 $ | |||||||||||
| Williams Jones Wealth Management, LLC. | 387.816 $ | +28.315 $ | +7,9 % | 359.501 $ | +5.992 $ | +1,7 % | 353.509 $ | +12.563 $ | +3,7 % | |||
| Sovereign Financial Group, Inc. | 382.278 $ | |||||||||||
| MidAtlantic Capital Management, Inc. | 381.535 $ | +29.003 $ | +8,2 % | 352.532 $ | +6.783 $ | +2,0 % | 345.749 $ | +13.442 $ | +4,0 % | |||
| North Capital, Inc. | 378.386 $ | +22.877 $ | +6,4 % | 355.509 $ | +53.376 $ | +17,7 % | 302.133 $ | +7.939 $ | +2,7 % | |||
| SC&H Financial Advisors, Inc. | 373.576 $ | -1.095 $ | -0,3 % | 374.671 $ | +28.928 $ | +8,4 % | 345.743 $ | +7.007 $ | +2,1 % | 338.736 $ | +13.623 $ | +4,2 % |
| Sage Capital Management, LLC | 373.598 $ | +11.333 $ | +3,1 % | 362.265 $ | +52.090 $ | +16,8 % | 310.175 $ | -34.595 $ | -10,0 % | 344.770 $ | -163.194 $ | -32,1 % |
| Larson Financial Group LLC | 283.889 $ | -86.175 $ | -23,3 % | 370.064 $ | +162 $ | +0,0 % | 369.902 $ | -215.658 $ | -36,8 % | |||
| Meadow Creek Wealth Advisors LLC | 368.594 $ | +152.314 $ | +70,4 % | 216.280 $ | ||||||||
| VESTOR CAPITAL, LLC | 71.000 $ | -256.000 $ | -78,3 % | 327.000 $ | -36.000 $ | -9,9 % | 363.000 $ | +5.000 $ | +1,4 % | |||
| Westmount Partners, LLC | 362.635 $ | +29.531 $ | +8,9 % | 333.104 $ | +7.968 $ | +2,5 % | 325.136 $ | +12.872 $ | +4,1 % | |||
| Harbor Group, Inc. | 360.315 $ | +12.346 $ | +3,5 % | 347.969 $ | +46.024 $ | +15,2 % | 301.945 $ | +3.517 $ | +1,2 % | 298.428 $ | +959 $ | +0,3 % |
| HUB Investment Partners, LLC | 358.133 $ | +26.459 $ | +8,0 % | 331.674 $ | +5.774 $ | +1,8 % | 325.900 $ | +11.895 $ | +3,8 % | |||
| Financial Solutions Advisory Group, Inc. | 344.624 $ | +50.253 $ | +17,1 % | 294.371 $ | ||||||||
| Summit Wealth Partners, LLC | 335.126 $ | |||||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 334.500 $ | +47.882 $ | +16,7 % | 286.618 $ | -32.168 $ | -10,1 % | 318.786 $ | +4.453 $ | +1,4 % | |||
| TENET WEALTH PARTNERS, LLC | 333.621 $ | +23.085 $ | +7,4 % | 310.536 $ | ||||||||
| TBH Global Asset Management, LLC | 329.540 $ | +43.590 $ | +15,2 % | 285.950 $ | +13.686 $ | +5,0 % | ||||||
| Trust Point Inc. | 328.563 $ | |||||||||||
| Strategic Financial Concepts, LLC | 327.975 $ | |||||||||||
| Dedeker Financial LLC | 327.234 $ | |||||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 323.262 $ | +19.583 $ | +6,4 % | 303.679 $ | ||||||||
| Diversify Advisory Services, LLC | 323.262 $ | +19.583 $ | +6,4 % | 303.679 $ | ||||||||
| Lifeworks Advisors, LLC | 319.998 $ | +41.346 $ | +14,8 % | 278.652 $ | +1.996 $ | +0,7 % | 276.656 $ | +9.020 $ | +3,4 % | |||
| Outlook Wealth Advisors, LLC | 318.515 $ | +42.132 $ | +15,2 % | 276.383 $ | +3.235 $ | +1,2 % | 273.148 $ | +9.993 $ | +3,8 % | |||
| Fort Sheridan Advisors LLC | 315.572 $ | +24.723 $ | +8,5 % | 290.849 $ | +5.905 $ | +2,1 % | 284.944 $ | +76.510 $ | +36,7 % | |||
| XTX Topco Ltd | 314.338 $ | +101.889 $ | +48,0 % | 212.449 $ | ||||||||
| REGATTA CAPITAL GROUP, LLC | 314.293 $ | +45.255 $ | +16,8 % | 269.038 $ | -29.946 $ | -10,0 % | 298.984 $ | +4.432 $ | +1,5 % | |||
| PARK AVENUE SECURITIES LLC | 314.000 $ | +112.000 $ | +55,4 % | 202.000 $ | ||||||||
| Peak Planning Group, LLC | 311.442 $ | |||||||||||
| US BANCORP \DE\ | 249.406 $ | -58.436 $ | -19,0 % | 307.842 $ | +49.145 $ | +19,0 % | 258.697 $ | -55.821 $ | -17,7 % | |||
| Tidemark, LLC | 306.672 $ | +263.981 $ | +618,4 % | 42.691 $ | ||||||||
| Widmann Financial Services, Inc. | 301.788 $ | +91.868 $ | +43,8 % | 209.920 $ | ||||||||
| STEPHENS INC /AR/ | 295.293 $ | +57.279 $ | +24,1 % | 238.014 $ | -10.594 $ | -4,3 % | ||||||
| Grey Ledge Advisors, LLC | 291.302 $ | +28.095 $ | +10,7 % | 263.207 $ | +3.082 $ | +1,2 % | 260.125 $ | +9.516 $ | +3,8 % | |||
| Jaffetilchin Investment Partners, LLC | 289.698 $ | +21.635 $ | +8,1 % | 268.063 $ | +25.720 $ | +10,6 % | 242.343 $ | |||||
| Annis Gardner Whiting Capital Advisors, LLC | 288.936 $ | +84.336 $ | +41,2 % | 204.600 $ | ||||||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 234.374 $ | -15.174 $ | -6,1 % | 249.548 $ | -14.904 $ | -5,6 % | 264.452 $ | -20.376 $ | -7,2 % | 284.828 $ | ||
| Mayflower Financial Advisors, LLC | 284.331 $ | +40.683 $ | +16,7 % | 243.648 $ | ||||||||
| JOHN G ULLMAN & ASSOCIATES INC | 282.350 $ | +60.031 $ | +27,0 % | 222.319 $ | +1.421 $ | +0,6 % | 220.898 $ | +7.133 $ | +3,3 % | |||
| Opus Financial Solutions LLC | 233.975 $ | +33.478 $ | +16,7 % | 200.497 $ | -80.478 $ | -28,6 % | 280.975 $ | |||||
| Portfolio Resources Advisor Group, Inc. | 265.448 $ | -15.270 $ | -5,4 % | 280.718 $ | +29.476 $ | +11,7 % | 251.242 $ | |||||
| SITTNER & NELSON, LLC | 178.762 $ | +23.098 $ | +14,8 % | 155.664 $ | -122.541 $ | -44,0 % | 278.205 $ | -43.515 $ | -13,5 % | |||
| RDA Financial Network | 274.869 $ | +4.713 $ | +1,7 % | 270.156 $ | +25.871 $ | +10,6 % | 244.285 $ | |||||
| S&A Financial Services, Inc. | 273.045 $ | |||||||||||
| Composition Wealth, LLC | 273.033 $ | +42.328 $ | +18,3 % | 230.705 $ | ||||||||
| ARK & TLK INVESTMENTS, LLC | 253.986 $ | -18.255 $ | -6,7 % | 272.241 $ | +58.527 $ | +27,4 % | 213.714 $ | +1.744 $ | +0,8 % | 211.970 $ | +7.288 $ | +3,6 % |
| Leo Wealth, LLC | 271.146 $ | -1.004 $ | -0,4 % | 272.150 $ | ||||||||
| ASSETMARK, INC | 270.842 $ | +40.625 $ | +17,6 % | 230.217 $ | +20.034 $ | +9,5 % | 210.183 $ | -48.244 $ | -18,7 % | 258.427 $ | +107.400 $ | +71,1 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 268.157 $ | |||||||||||
| SageView Advisory Group, LLC | 265.595 $ | +56.595 $ | +27,1 % | 209.000 $ | -58.710 $ | -21,9 % | 267.710 $ | +66.630 $ | +33,1 % | |||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 266.054 $ | +26.204 $ | +10,9 % | 239.850 $ | +29.887 $ | +14,2 % | 209.963 $ | +9.380 $ | +4,7 % | |||
| Mosley Wealth Management | 263.547 $ | |||||||||||
| ZENITH SOLUTIONS, INC. | 258.656 $ | |||||||||||
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 256.348 $ | +31.652 $ | +14,1 % | 224.696 $ | ||||||||
| KLCM Advisors, Inc. | 256.288 $ | |||||||||||
| CIBC Private Wealth Group LLC | 256.207 $ | +4.965 $ | +2,0 % | |||||||||
| Aprio Wealth Management, LLC | 236.178 $ | -16.915 $ | -6,7 % | 253.093 $ | +44.661 $ | +21,4 % | 208.432 $ | |||||
| Post Resch Tallon Group Inc. | 249.438 $ | |||||||||||
| Wood Tarver Financial Group, LLC | 249.000 $ | +36.000 $ | +16,9 % | 213.000 $ | -24.000 $ | -10,1 % | 237.000 $ | +3.000 $ | +1,3 % | |||
| SUCCESSION FINANCIAL, INC. | 247.901 $ | +28.370 $ | +12,9 % | 219.531 $ | ||||||||
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 247.365 $ | +22.674 $ | +10,1 % | 224.691 $ | +3.745 $ | +1,7 % | 220.946 $ | +7.852 $ | +3,7 % | |||
| Aufman Associates Inc | 245.872 $ | +31.769 $ | +14,8 % | 214.103 $ | +1.533 $ | +0,7 % | 212.570 $ | +6.931 $ | +3,4 % | |||
| MARSHALL WACE, LLP | 242.465 $ | |||||||||||
| Portland Financial Advisors Inc | 242.364 $ | +19.775 $ | +8,9 % | 222.589 $ | +5.342 $ | +2,5 % | 217.247 $ | +9.764 $ | +4,7 % | |||
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 240.625 $ | +26.932 $ | +12,6 % | 213.693 $ | -23.997 $ | -10,1 % | 237.690 $ | +3.306 $ | +1,4 % | |||
| Odyssey Group, LLC | 239.560 $ | |||||||||||
| Perigon Wealth Management, LLC | 237.148 $ | -1.119 $ | -0,5 % | 238.267 $ | +18.346 $ | +8,3 % | 219.921 $ | |||||
| Kathmere Capital Management, LLC | 220.929 $ | -16.416 $ | -6,9 % | 237.345 $ | ||||||||
| Integrated Financial Solutions, Inc. | 235.146 $ | |||||||||||
| Carson Advisory Inc. | 234.719 $ | |||||||||||
| SlateStone Wealth, LLC | 232.000 $ | +3.000 $ | +1,3 % | |||||||||
| Drake & Associates, LLC | 231.550 $ | |||||||||||
| Root Financial Partners, LLC | 231.397 $ | +228.587 $ | +8.134,8 % | 2.810 $ | +2.420 $ | +620,5 % | ||||||
| DRIVE WEALTH MANAGEMENT, LLC | 231.238 $ | -34.000 $ | -12,8 % | |||||||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 228.676 $ | +11.932 $ | +5,5 % | 216.744 $ | +20.639 $ | +10,5 % | 196.105 $ | +7.174 $ | +3,8 % | |||
| LVW Advisors, LLC | 227.389 $ | +6.757 $ | +3,1 % | 220.632 $ | +10.338 $ | +4,9 % | 210.294 $ | +2.925 $ | +1,4 % | |||
| Dynamic Financial Group | 225.591 $ | +25.519 $ | +12,8 % | 200.072 $ | -41.520 $ | -17,2 % | ||||||
| Traynor Capital Management, Inc. | 222.815 $ | +15.650 $ | +7,6 % | 207.165 $ | -2.984.112 $ | -93,5 % | ||||||
| Vann Equity Management LLC | 211.455 $ | -11.054 $ | -5,0 % | 222.509 $ | ||||||||
| Apex Wealth Management, LLC | 222.442 $ | +13.632 $ | +6,5 % | 208.810 $ | -6.768 $ | -3,1 % | ||||||
| B & T Capital Management DBA Alpha Capital Management | 218.910 $ | +10.257 $ | +4,9 % | 208.653 $ | +2.902 $ | +1,4 % | ||||||
| Winthrop Advisory Group LLC | 210.695 $ | -7.862 $ | -3,6 % | 218.557 $ | ||||||||
| Strategic Investment Advisors / MI | 217.786 $ | |||||||||||
| OBSIDIAN CIO, LLC | 217.398 $ | |||||||||||
| Main Street Financial Solutions, LLC | 215.034 $ | |||||||||||
| Neuberger Berman Group LLC | 213.688 $ | |||||||||||
| QRG CAPITAL MANAGEMENT, INC. | 213.629 $ | |||||||||||
| Vantage Financial Partners, LLC | 211.529 $ | +9.519 $ | +4,7 % | |||||||||
| Bright Futures Wealth Management, LLC. | 210.485 $ | |||||||||||
| Odyssey Capital Advisors, Inc. | 209.819 $ | |||||||||||
| Genesis Wealth Advisors, LLC | 209.334 $ | |||||||||||
| Valued Retirements, Inc. | 209.154 $ | |||||||||||
| GENESIS PRIVATE WEALTH, LLC | 206.790 $ | +6.661 $ | +3,3 % | 200.129 $ | ||||||||
| Vident Advisory, LLC | 204.904 $ | |||||||||||
| WESPAC Advisors, LLC | 202.361 $ | -479.496 $ | -70,3 % | |||||||||
| Abound Wealth Management | 60.793 $ | +8.511 $ | +16,3 % | 52.282 $ | -139.631 $ | -72,8 % | 191.913 $ | +136.148 $ | +244,1 % | |||
| ADG Wealth Management Group, LLC | 175.800 $ | |||||||||||
| Innovative Asset Advisors Group, LLC | 174.752 $ | +19.919 $ | +12,9 % | 154.833 $ | ||||||||
| MATHER GROUP, LLC. | 171.797 $ | +29.295 $ | +20,6 % | 142.502 $ | +140.233 $ | +6.180,4 % | 2.269 $ | |||||
| Merkkuri Wealth Advisors LLC | 167.576 $ | |||||||||||
| ELEVATION WEALTH PARTNERS, LLC | 158.113 $ | +4.823 $ | +3,1 % | 153.290 $ | ||||||||
| Corsicana & Co. | 156.788 $ | |||||||||||
| Russell Investments Group, Ltd. | 154.098 $ | +130.329 $ | +548,3 % | 23.769 $ | -60.495 $ | -71,8 % | 84.264 $ | +3.614 $ | +4,5 % | |||
| Fairway Wealth LLC | 152.645 $ | |||||||||||
| Cherry Tree Wealth Management, LLC | 150.604 $ | +4.660 $ | +3,2 % | 145.944 $ | +18.857 $ | +14,8 % | 127.087 $ | +910 $ | +0,7 % | 126.177 $ | +4.114 $ | +3,4 % |
| Parallel Advisors, LLC | 143.733 $ | +47.065 $ | +48,7 % | 96.668 $ | +15.956 $ | +19,8 % | 80.712 $ | +2.869 $ | +3,7 % | |||
| Blume Capital Management, Inc. | 142.800 $ | +20.432 $ | +16,7 % | 122.368 $ | ||||||||
| Glass Jacobson Investment Advisors llc | 140.574 $ | +11.436 $ | +8,9 % | 129.138 $ | +3.073 $ | +2,4 % | 126.065 $ | +5.636 $ | +4,7 % | |||
| Atomic Invest LLC | 128.133 $ | +34.078 $ | +36,2 % | 94.055 $ | +89.054 $ | +1.780,7 % | 5.001 $ | |||||
| Atlantic Union Bankshares Corp | 127.227 $ | +1.769 $ | +1,4 % | |||||||||
| AMERIFLEX GROUP, INC. | 118.075 $ | +31.103 $ | +35,8 % | 86.972 $ | -74.892 $ | -46,3 % | ||||||
| TD Capital Management LLC | 111.923 $ | +2.678 $ | +2,5 % | 109.245 $ | +4.916 $ | +4,7 % | ||||||
| Silver Grove Financial Group, Inc. | 107.889 $ | |||||||||||
| HARBOR INVESTMENT ADVISORY, LLC | 105.602 $ | -582 $ | -0,5 % | 106.184 $ | +7.753 $ | +7,9 % | 98.431 $ | +1.640 $ | +1,7 % | 96.791 $ | +54.032 $ | +126,4 % |
| Johnson Financial Group, Inc. | 103.094 $ | +36.246 $ | +54,2 % | 66.848 $ | ||||||||
| VANGUARD ADVISERS INC | 98.519 $ | -4.271 $ | -4,2 % | 102.790 $ | ||||||||
| SIGNATUREFD, LLC | 93.061 $ | |||||||||||
| Geneos Wealth Management Inc. | 55.282 $ | -35.392 $ | -39,0 % | 90.674 $ | -591 $ | -0,6 % | 91.265 $ | -231.484 $ | -71,7 % | |||
| Asset Dedication, LLC | 89.167 $ | +13.829 $ | +18,4 % | 75.338 $ | +4.519 $ | +6,4 % | 70.819 $ | -658 $ | -0,9 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 88.000 $ | |||||||||||
| WHITTIER TRUST CO OF NEVADA INC | 87.505 $ | +5.145 $ | +6,2 % | 82.360 $ | ||||||||
| BARRETT & COMPANY, INC. | 85.308 $ | -471 $ | -0,5 % | 85.779 $ | +6.263 $ | +7,9 % | 79.516 $ | +1.325 $ | +1,7 % | 78.191 $ | +2.779 $ | +3,7 % |
| Cordant, Inc. | 82.280 $ | +10.888 $ | +15,3 % | 71.392 $ | +3.326 $ | +4,9 % | 68.066 $ | +2.490 $ | +3,8 % | |||
| Regatta Research & Money Management | 76.318 $ | |||||||||||
| POM Investment Strategies, LLC | 74.483 $ | +4.978 $ | +7,2 % | 69.505 $ | +9.544 $ | +15,9 % | 59.961 $ | -3.727 $ | -5,9 % | 63.688 $ | ||
| Lodestone Wealth Management LLC | 68.591 $ | +2.122 $ | +3,2 % | 66.469 $ | +8.588 $ | +14,8 % | 57.881 $ | +34.000 $ | +142,4 % | 23.881 $ | ||
| North Star Investment Management Corp. | 68.539 $ | +9.067 $ | +15,2 % | 59.472 $ | +696 $ | +1,2 % | 58.776 $ | +2.150 $ | +3,8 % | |||
| ROGCO, LP | 66.544 $ | +9.522 $ | +16,7 % | 57.022 $ | -6.404 $ | -10,1 % | 63.426 $ | +882 $ | +1,4 % | |||
| Indiana Trust & Investment Management Co | 64.221 $ | -63 $ | -0,1 % | 64.284 $ | ||||||||
| Anchor Investment Management, LLC | 63.481 $ | +9.083 $ | +16,7 % | 54.398 $ | -6.109 $ | -10,1 % | 60.507 $ | +49.262 $ | +438,1 % | |||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 62.449 $ | +1.856 $ | +3,1 % | 60.593 $ | +8.670 $ | +16,7 % | 51.923 $ | |||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 62.307 $ | +60.879 $ | +4.263,2 % | 1.428 $ | +116 $ | +8,8 % | 1.312 $ | |||||
| Decker Retirement Planning Inc. | 60.754 $ | +1.327 $ | +2,2 % | 59.427 $ | +5.331 $ | +9,9 % | 54.096 $ | |||||
| Plante Moran Financial Advisors, LLC | 57.394 $ | +2.040 $ | +3,7 % | |||||||||
| PIN OAK INVESTMENT ADVISORS INC | 56.000 $ | |||||||||||
| Coston, McIsaac & Partners | 20.000 $ | -34.000 $ | -63,0 % | 54.000 $ | +5.000 $ | +10,2 % | 49.000 $ | +4.000 $ | +8,9 % | |||
| SIMPLEX TRADING, LLC | 37.127 $ | -8.433 $ | -18,5 % | 45.560 $ | -8.316 $ | -15,4 % | 53.876 $ | +876 $ | +1,7 % | |||
| Costello Asset Management, INC | 53.135 $ | +7.223 $ | +15,7 % | 45.912 $ | +3.169 $ | +7,4 % | 42.743 $ | +14.987 $ | +54,0 % | |||
| Meramec Financial Planners, LLC | 52.484 $ | |||||||||||
| Colonial Trust Advisors | 49.035 $ | +7.016 $ | +16,7 % | 42.019 $ | -4.719 $ | -10,1 % | 46.738 $ | +650 $ | +1,4 % | |||
| GILL CAPITAL PARTNERS, LLC | 45.467 $ | +3.319 $ | +7,9 % | 42.148 $ | ||||||||
| Truvestments Capital LLC | 45.248 $ | |||||||||||
| Pinnacle Wealth Planning Services, Inc. | 44.701 $ | |||||||||||
| Kingdom Financial Group LLC. | 44.660 $ | +15.145 $ | +51,3 % | 29.515 $ | +13.814 $ | +88,0 % | 15.701 $ | |||||
| CHILTON CAPITAL MANAGEMENT LLC | 41.214 $ | +3.009 $ | +7,9 % | 38.205 $ | ||||||||
| Bogart Wealth, LLC | 29.776 $ | +2.174 $ | +7,9 % | 27.602 $ | -13.065 $ | -32,1 % | 40.667 $ | +1.401 $ | +3,6 % | |||
| Blue Trust, Inc. | 40.497 $ | +16.421 $ | +68,2 % | 24.076 $ | +17.357 $ | +258,3 % | 6.719 $ | +4.412 $ | +191,2 % | 2.307 $ | +103 $ | +4,7 % |
| Concord Wealth Partners | 38.268 $ | +5.911 $ | +18,3 % | 32.357 $ | -8.774 $ | -21,3 % | ||||||
| Atlatl Advisers LLC | 33.425 $ | |||||||||||
| GHP Investment Advisors, Inc. | 32.922 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 31.929 $ | +2.600 $ | +8,9 % | 29.329 $ | +702 $ | +2,5 % | 28.627 $ | +1.288 $ | +4,7 % | |||
| Your Advocates Ltd., LLP | 30.988 $ | |||||||||||
| BankPlus Trust Department | 30.740 $ | +2.245 $ | +7,9 % | 28.495 $ | +475 $ | +1,7 % | 28.020 $ | +996 $ | +3,7 % | |||
| Investors Research Corp | 30.531 $ | -19.416 $ | -38,9 % | |||||||||
| Lloyd Advisory Services, LLC. | 29.515 $ | |||||||||||
| Garton & Associates Financial Advisors LLC | 29.438 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 26.000 $ | +4.000 $ | +18,2 % | 22.000 $ | -3.000 $ | -12,0 % | 25.000 $ | +1.000 $ | +4,2 % | |||
| McIlrath & Eck, LLC | 25.778 $ | -6.106 $ | -19,2 % | |||||||||
| EASTERN BANK | 8.820 $ | -16.663 $ | -65,4 % | 25.483 $ | +1.861 $ | +7,9 % | 23.622 $ | +394 $ | +1,7 % | 23.228 $ | +8.375 $ | +56,4 % |
| MilWealth Group LLC | 25.377 $ | +3.278 $ | +14,8 % | 22.099 $ | +159 $ | +0,7 % | 21.940 $ | +715 $ | +3,4 % | |||
| Heritage Wealth Advisors | 24.150 $ | +3.456 $ | +16,7 % | 20.694 $ | -2.324 $ | -10,1 % | 23.018 $ | +320 $ | +1,4 % | |||
| IFC & Insurance Marketing, Inc. | 24.000 $ | |||||||||||
| TFC Financial Management, Inc. | 23.877 $ | |||||||||||
| Vision Retirement, LLC | 23.476 $ | |||||||||||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 19.793 $ | +335 $ | +1,7 % | 19.458 $ | +2.198 $ | +12,7 % | 17.260 $ | +6.697 $ | +63,4 % | 10.563 $ | +146 $ | +1,4 % |
| Trust Co | 18.340 $ | -1.362 $ | -6,9 % | 19.702 $ | ||||||||
| Wealth Watch Advisors, INC | 19.340 $ | +630 $ | +3,4 % | |||||||||
| GLENMEDE TRUST CO NA | 19.316 $ | |||||||||||
| CENTRAL TRUST Co | 19.250 $ | +2.754 $ | +16,7 % | 16.496 $ | -1.852 $ | -10,1 % | 18.348 $ | +255 $ | +1,4 % | |||
| Private Wealth Asset Management, LLC | 19.042 $ | |||||||||||
| Washington Trust Advisors, Inc. | 18.487 $ | +549 $ | +3,1 % | 17.938 $ | +2.567 $ | +16,7 % | 15.371 $ | -1.726 $ | -10,1 % | 17.097 $ | +238 $ | +1,4 % |
| TRUST CO OF TOLEDO NA /OH/ | 16.084 $ | -88 $ | -0,5 % | 16.172 $ | +1.180 $ | +7,9 % | 14.992 $ | +250 $ | +1,7 % | 14.742 $ | ||
| GROUP ONE TRADING LLC | 15.047 $ | |||||||||||
| Pinnacle Bancorp, Inc. | 14.687 $ | -81 $ | -0,5 % | 14.768 $ | +1.078 $ | +7,9 % | 13.690 $ | +229 $ | +1,7 % | 13.461 $ | ||
| Smallwood Wealth Investment Management, LLC | 14.438 $ | +3.076 $ | +27,1 % | 11.362 $ | ||||||||
| Litman Gregory Wealth Management LLC | 14.168 $ | |||||||||||
| CKW FINANCIAL GROUP | 14.000 $ | +2.000 $ | +16,7 % | 12.000 $ | +0 $ | +0,0 % | 12.000 $ | +0 $ | +0,0 % | |||
| Nicht ausgewiesen | 13.998 $ | +1.469 $ | +11,7 % | 12.529 $ | +142 $ | +1,1 % | 12.387 $ | |||||
| Medallion Wealth Advisors, LLC | 13.350 $ | +1.725 $ | +14,8 % | 11.625 $ | +83 $ | +0,7 % | 11.542 $ | +377 $ | +3,4 % | |||
| RMG Wealth Management LLC | 12.701 $ | |||||||||||
| LRI Investments, LLC | 12.068 $ | +1.111 $ | +10,1 % | 10.957 $ | -122 $ | -1,1 % | 11.079 $ | +306 $ | +2,8 % | |||
| Grove Bank & Trust | 7.982 $ | -4.057 $ | -33,7 % | 12.039 $ | +879 $ | +7,9 % | 11.160 $ | +186 $ | +1,7 % | 10.974 $ | +390 $ | +3,7 % |
| Capital Advisors, Ltd. LLC | 12.000 $ | +1.000 $ | +9,1 % | 11.000 $ | +1.000 $ | +10,0 % | 10.000 $ | +0 $ | +0,0 % | |||
| Moisand Fitzgerald Tamayo, LLC | 11.832 $ | +366 $ | +3,2 % | 11.466 $ | +1.481 $ | +14,8 % | 9.985 $ | +72 $ | +0,7 % | 9.913 $ | +323 $ | +3,4 % |
| Byrne Asset Management LLC | 11.079 $ | -752 $ | -6,4 % | 11.831 $ | +2.521 $ | +27,1 % | 9.310 $ | |||||
| Ascentis Independent Advisors | 11.048 $ | |||||||||||
| Signature Resources Capital Management, LLC | 11.036 $ | |||||||||||
| ORG Partners LLC | 10.864 $ | +386 $ | +3,7 % | |||||||||
| Aspect Partners, LLC | 9.978 $ | -55 $ | -0,5 % | 10.033 $ | ||||||||
| Operose Advisors LLC | 9.895 $ | |||||||||||
| TopTier Wealth Management, LLC | 9.300 $ | |||||||||||
| HighMark Wealth Management LLC | 9.239 $ | +1.987 $ | +27,4 % | 7.252 $ | +59 $ | +0,8 % | 7.193 $ | +247 $ | +3,6 % | |||
| Rossby Financial, LCC | 8.882 $ | |||||||||||
| Raleigh Capital Management Inc. | 8.682 $ | |||||||||||
| Gleason Group, Inc. | 8.390 $ | +288 $ | +3,6 % | 8.102 $ | +1.071 $ | +15,2 % | 7.031 $ | +83 $ | +1,2 % | 6.948 $ | +254 $ | +3,8 % |
| Nemes Rush Group LLC | 8.353 $ | |||||||||||
| Networth Advisors, LLC | 7.133 $ | +782 $ | +12,3 % | 6.351 $ | +74 $ | +1,2 % | 6.277 $ | |||||
| MONTAG A & ASSOCIATES INC | 6.502 $ | |||||||||||
| Keating Financial Advisory Services, Inc. | 6.461 $ | +472 $ | +7,9 % | 5.989 $ | ||||||||
| IMG Wealth Management, Inc. | 6.140 $ | |||||||||||
| Cape Investment Advisory, Inc. | 5.772 $ | |||||||||||
| Westside Investment Management, Inc. | 5.452 $ | |||||||||||
| Measured Wealth Private Client Group, LLC | 4.294 $ | -542 $ | -11,2 % | 4.836 $ | +81 $ | +1,7 % | 4.755 $ | -2.372 $ | -33,3 % | |||
| TUCKER ASSET MANAGEMENT LLC | 4.682 $ | |||||||||||
| Community Financial Services Group, LLC | 4.517 $ | +137 $ | +3,1 % | 4.380 $ | ||||||||
| Wilmington Savings Fund Society, FSB | 4.443 $ | +947 $ | +27,1 % | 3.496 $ | +20 $ | +0,6 % | 3.476 $ | +112 $ | +3,3 % | |||
| Lavaca Capital LLC | 4.385 $ | |||||||||||
| Nicht ausgewiesen | 4.334 $ | |||||||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 4.111 $ | |||||||||||
| NFSG Corp | 3.991 $ | -22 $ | -0,5 % | 4.013 $ | ||||||||
| Parkside Financial Bank & Trust | 3.609 $ | |||||||||||
| Central Pacific Bank - Trust Division | 3.589 $ | -4 $ | -0,1 % | 3.593 $ | +349 $ | +10,8 % | 3.244 $ | +69 $ | +2,2 % | 3.175 $ | +168 $ | +5,6 % |
| AFFINITY WEALTH LLC | 3.475 $ | +123 $ | +3,7 % | |||||||||
| HIGHLINE WEALTH PARTNERS LLC | 3.059 $ | -82 $ | -2,6 % | 3.141 $ | ||||||||
| Ransom Advisory, Ltd | 3.076 $ | |||||||||||
| GAMMA Investing LLC | 3.033 $ | -17 $ | -0,6 % | 3.050 $ | +1.116 $ | +57,7 % | 1.934 $ | -522 $ | -21,3 % | 2.456 $ | ||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.528 $ | -409 $ | -13,9 % | 2.937 $ | +2.348 $ | +398,6 % | 589 $ | |||||
| GPS Wealth Strategies Group, LLC | 2.911 $ | +94 $ | +3,3 % | |||||||||
| BFSG, LLC | 2.697 $ | +219 $ | +8,8 % | 2.478 $ | +60 $ | +2,5 % | 2.418 $ | +108 $ | +4,7 % | |||
| Roble, Belko & Company, Inc | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | |||
| BNP PARIBAS FINANCIAL MARKETS | 1.690 $ | +1.440 $ | +576,0 % | 250 $ | ||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.672 $ | |||||||||||
| Allspring Global Investments Holdings, LLC | 1.667 $ | |||||||||||
| LOGAN CAPITAL MANAGEMENT INC | 1.486 $ | +183 $ | +14,0 % | |||||||||
| New England Capital Financial Advisors LLC | 1.430 $ | +116 $ | +8,8 % | 1.314 $ | +32 $ | +2,5 % | 1.282 $ | +58 $ | +4,7 % | |||
| Parvin Asset Management, LLC | 1.323 $ | +171 $ | +14,8 % | 1.152 $ | +8 $ | +0,7 % | 1.144 $ | |||||
| Essential Investment Partners LLC | 1.313 $ | +188 $ | +16,7 % | 1.125 $ | -126 $ | -10,1 % | 1.251 $ | |||||
| IFS Advisors, LLC | 1.216 $ | |||||||||||
| JPL Wealth Management, LLC | 1.108 $ | +143 $ | +14,8 % | 965 $ | +38 $ | +4,1 % | ||||||
| Sachetta, LLC | 1.072 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 1.042 $ | |||||||||||
| Birchwood Financial Partners, Inc. | 923 $ | |||||||||||
| MCGUIRE CAPITAL ADVISORS INC | 922 $ | +119 $ | +14,8 % | 803 $ | +6 $ | +0,8 % | 797 $ | |||||
| Physician Wealth Advisors, Inc. | 759 $ | -4 $ | -0,5 % | 763 $ | ||||||||
| Fourth Dimension Wealth, LLC | 756 $ | +25 $ | +3,4 % | |||||||||
| Kings Path Partners LLC | 484 $ | +15 $ | +3,2 % | 469 $ | +60 $ | +14,7 % | 409 $ | +3 $ | +0,7 % | 406 $ | +13 $ | +3,3 % |
| DELTA ASSET MANAGEMENT LLC/TN | 482 $ | |||||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 399 $ | -2 $ | -0,5 % | 401 $ | +29 $ | +7,8 % | 372 $ | |||||
| Copia Wealth Management | 386 $ | +82 $ | +27,0 % | 304 $ | +2 $ | +0,7 % | 302 $ | +10 $ | +3,4 % | |||
| CALDWELL SUTTER CAPITAL, INC. | 372 $ | +6 $ | +1,6 % | 366 $ | ||||||||
| WPG Advisers, LLC | 361 $ | +26 $ | +7,8 % | 335 $ | +6 $ | +1,8 % | 329 $ | |||||
| Acumen Wealth Advisors, LLC | 306 $ | |||||||||||
| Investment Research & Advisory Group, Inc. | 163 $ | +80 $ | +96,4 % | 83 $ | +7 $ | +9,2 % | 76 $ | +2 $ | +2,7 % | 74 $ | +3 $ | +4,2 % |
| Frazier Financial Advisors, LLC | 121 $ | +10 $ | +9,0 % | 111 $ | +3 $ | +2,8 % | 108 $ | +5 $ | +4,9 % | |||
| BlackRock, Inc. | 47 $ | +18 $ | +62,1 % | 29 $ | ||||||||
| New Millennium Group LLC | 9 $ | +0 $ | +0,0 % | |||||||||
| Total | 1.856.266.979 $ | +51.387.277 $ | +79,7 % | 16.187.381.366 $ | +3.642.914.167 $ | +564,5 % | 12.270.002.860 $ | +2.341.051.637 $ | +7.294,4 % | 9.740.315.214 $ | +2.072.427.532 $ | +98,3 % |
Not investment advice, no individual recommendation.
The figures shown here are an aggregated evaluation of publicly available
regulatory filings and public registers and do not constitute an assessment or
recommendation regarding individual securities, funds, or issuers.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Conflicts of interest: The operator may receive affiliate compensation via linked providers (e.g. brokers) and may hold positions in the securities discussed. Methodology: Calculation basis.
Not investment advice, no individual recommendation.
Aggregated evaluation of public regulatory filings, no assessment of individual
securities. The operator may receive affiliate compensation via linked providers
and may hold positions.
Legal notices.