| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 2.298.801.563 $ | +68.128.446 $ | +3,8 % | 158.709.380.745 $ | +13.425.889.744 $ | +115,8 % | 145.054.159.092 $ | +5.836.114.654 $ | +38,2 % | 135.188.625.743 $ | +4.953.990.984 $ | +74,2 % | |
| BANK OF AMERICA CORP /DE/ | 19.785.533.501 $ | +1.392.018.866 $ | +7,6 % | 18.393.514.635 $ | -1.988.116.214 $ | -9,8 % | 20.381.630.849 $ | +743.146.608 $ | +3,8 % | |||
| JONES FINANCIAL COMPANIES LLLP | 10.842.032.403 $ | +1.346.760.492 $ | +14,2 % | 9.495.271.911 $ | +492.386.364 $ | +5,5 % | 9.002.885.547 $ | +647.156.980 $ | +7,7 % | |||
| MORGAN STANLEY | 10.320.231.490 $ | +779.909.017 $ | +8,2 % | 9.540.322.473 $ | +129.794.480 $ | +1,4 % | 9.410.527.993 $ | +647.997.355 $ | +7,4 % | |||
| WELLS FARGO & COMPANY/MN | 8.764.159.830 $ | +1.051.561.813 $ | +13,6 % | 7.712.598.017 $ | +633.529.539 $ | +8,9 % | 7.079.068.478 $ | +423.712.044 $ | +6,4 % | |||
| UBS Group AG | 6.723.441.326 $ | +446.528.574 $ | +7,1 % | 6.276.912.752 $ | +4.354.107.188 $ | +226,4 % | 1.922.805.564 $ | +65.158.258 $ | +3,5 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 4.747.284.285 $ | +141.123.689 $ | +3,1 % | 4.606.160.596 $ | +1.478.878.096 $ | +47,3 % | 3.127.282.500 $ | -292.568.640 $ | -8,6 % | |||
| LPL Financial LLC | 4.616.991.998 $ | +445.723.898 $ | +10,7 % | 4.171.268.100 $ | +517.959.994 $ | +14,2 % | 3.653.308.106 $ | +245.463.077 $ | +7,2 % | |||
| RAYMOND JAMES FINANCIAL INC | 4.448.493.298 $ | +404.935.644 $ | +10,0 % | 4.043.557.654 $ | +182.738.304 $ | +4,7 % | 3.860.819.350 $ | +584.824.419 $ | +17,9 % | |||
| TIAA TRUST, NATIONAL ASSOCIATION | 147.207.912 $ | +7.365.497 $ | +5,3 % | 139.842.415 $ | -4.042.583.884 $ | -96,7 % | 4.182.426.299 $ | +39.248.182 $ | +0,9 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.602.363.620 $ | +312.296.831 $ | +9,5 % | 3.290.066.789 $ | +159.062.758 $ | +5,1 % | 3.131.004.031 $ | +166.405.730 $ | +5,6 % | |||
| US BANCORP \DE\ | 3.476.105.762 $ | +249.150.903 $ | +7,7 % | 3.226.954.859 $ | +85.101.630 $ | +2,7 % | 3.141.853.229 $ | +46.539.978 $ | +1,5 % | |||
| BlackRock, Inc. | 3.306.658.629 $ | +216.145.148 $ | +7,0 % | 3.090.513.481 $ | +271.009.810 $ | +9,6 % | 2.819.503.671 $ | -27.608.946 $ | -1,0 % | |||
| FMR LLC | 2.885.398.020 $ | +315.793.852 $ | +12,3 % | 2.569.604.168 $ | +226.269.124 $ | +9,7 % | 2.343.335.044 $ | +180.892.463 $ | +8,4 % | |||
| TIAA Wealth Investment Management LLC | 2.608.672.568 $ | +387.156.045 $ | +17,4 % | 2.221.516.523 $ | ||||||||
| GOLDMAN SACHS GROUP INC | 1.996.182.598 $ | +79.767.558 $ | +4,2 % | 1.916.415.040 $ | -194.488.041 $ | -9,2 % | 2.110.903.081 $ | +65.852.312 $ | +3,2 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.913.322.814 $ | +163.697.213 $ | +9,4 % | 1.749.625.601 $ | ||||||||
| JPMORGAN CHASE & CO | 1.859.655.606 $ | +196.612.593 $ | +11,8 % | 1.663.043.013 $ | +36.430.965 $ | +2,2 % | 1.626.612.048 $ | -1.431.945.000 $ | -46,8 % | |||
| TRUIST FINANCIAL CORP | 1.554.674.368 $ | -176.744.212 $ | -10,2 % | 1.731.418.580 $ | +160.752.992 $ | +10,2 % | 1.570.665.588 $ | +145.407.425 $ | +10,2 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 1.639.876.137 $ | +117.961.170 $ | +7,8 % | 1.521.914.967 $ | +24.126.436 $ | +1,6 % | 1.497.788.531 $ | +69.152.493 $ | +4,8 % | |||
| BANK OF MONTREAL /CAN/ | 1.172.393.415 $ | -322.649.433 $ | -21,6 % | 1.495.042.848 $ | +377.144.995 $ | +33,7 % | 1.117.897.853 $ | -71.878.129 $ | -6,0 % | |||
| AMERIPRISE FINANCIAL INC | 1.450.408.363 $ | +54.919.702 $ | +3,9 % | 1.395.488.661 $ | +191.943.512 $ | +15,9 % | 1.203.545.149 $ | +84.717.670 $ | +7,6 % | |||
| M&T BANK CORP | 1.357.758.395 $ | +111.080.740 $ | +8,9 % | 1.246.677.655 $ | +22.096.226 $ | +1,8 % | 1.224.581.429 $ | +22.754.664 $ | +1,9 % | |||
| Cerity Partners LLC | 1.120.685.155 $ | +92.364.835 $ | +9,0 % | 1.028.320.320 $ | +24.932.372 $ | +2,5 % | 1.003.387.948 $ | -9.471.392 $ | -0,9 % | |||
| Cetera Investment Advisers | 1.116.462.504 $ | +76.332.704 $ | +7,3 % | 1.040.129.800 $ | +74.362.964 $ | +7,7 % | 965.766.836 $ | +45.925.789 $ | +5,0 % | |||
| STIFEL FINANCIAL CORP | 1.024.826.101 $ | -70.062.695 $ | -6,4 % | 1.094.888.796 $ | +33.502.314 $ | +3,2 % | 1.061.386.482 $ | +115.021.233 $ | +12,2 % | |||
| BROWN BROTHERS HARRIMAN & CO | 1.045.265.155 $ | +658.737.452 $ | +170,4 % | 386.527.703 $ | +121.581.309 $ | +45,9 % | 264.946.394 $ | +41.871.766 $ | +18,8 % | |||
| KEYBANK NATIONAL ASSOCIATION/OH | 1.002.238.954 $ | +79.970.584 $ | +8,7 % | 922.268.370 $ | +84.492.397 $ | +10,1 % | 837.775.973 $ | +80.960.935 $ | +10,7 % | |||
| Mariner, LLC | 983.035.362 $ | +101.180.577 $ | +11,5 % | 881.854.785 $ | +11.213.855 $ | +1,3 % | 870.640.930 $ | +62.726.977 $ | +7,8 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 853.329.017 $ | -74.150.833 $ | -8,0 % | 927.479.850 $ | +668.692.020 $ | +258,4 % | 258.787.830 $ | |||||
| ASSETMARK, INC | 922.780.533 $ | +128.079.120 $ | +16,1 % | 794.701.413 $ | +46.369.329 $ | +6,2 % | 748.332.084 $ | +46.303.866 $ | +6,6 % | |||
| ROYAL BANK OF CANADA | 895.712.000 $ | +93.136.000 $ | +11,6 % | 802.576.000 $ | +9.469.000 $ | +1,2 % | 793.107.000 $ | +14.517.000 $ | +1,9 % | |||
| Betterment LLC | 864.876.000 $ | +26.341.000 $ | +3,1 % | 838.535.000 $ | -21.077.000 $ | -2,5 % | 859.612.000 $ | -1.869.000 $ | -0,2 % | |||
| Envestnet Portfolio Solutions, Inc. | 303.169.794 $ | +42.126.711 $ | +16,1 % | 261.043.083 $ | -535.528.786 $ | -67,2 % | 796.571.869 $ | +28.344.182 $ | +3,7 % | |||
| FIFTH THIRD BANCORP | 725.832.469 $ | +238.182.665 $ | +48,8 % | 487.649.804 $ | +169.282.508 $ | +53,2 % | 318.367.296 $ | +11.318.893 $ | +3,7 % | |||
| Ballentine Partners, LLC | 654.121.594 $ | +50.915.191 $ | +8,4 % | 603.206.403 $ | +31.065.333 $ | +5,4 % | 572.141.070 $ | +4.238.215 $ | +0,7 % | |||
| Nicht ausgewiesen | 626.749.239 $ | +36.595.664 $ | +6,2 % | 590.153.575 $ | +13.268.081 $ | +2,3 % | 576.885.494 $ | +3.127.742 $ | +0,5 % | |||
| PRUDENTIAL FINANCIAL INC | 625.200.779 $ | +143.785.687 $ | +29,9 % | 481.415.092 $ | +264.767.820 $ | +122,2 % | 216.647.272 $ | -26.704.208 $ | -11,0 % | |||
| Baird Financial Group, Inc. | 622.208.832 $ | +63.281.048 $ | +11,3 % | 558.927.784 $ | +33.897.666 $ | +6,5 % | 525.030.118 $ | +33.085.470 $ | +6,7 % | |||
| Dynasty Wealth Management, LLC | 610.931.090 $ | +73.472.573 $ | +13,7 % | 537.458.517 $ | +73.827.522 $ | +15,9 % | 463.630.995 $ | +151.126.333 $ | +48,4 % | |||
| HighTower Advisors, LLC | 593.908.247 $ | +78.053.159 $ | +15,1 % | 515.855.088 $ | +26.625.303 $ | +5,4 % | 489.229.785 $ | +69.398.469 $ | +16,5 % | |||
| Corient Private Wealth LP | 326.166.677 $ | +24.182.168 $ | +8,0 % | 301.984.509 $ | -279.533.766 $ | -48,1 % | 581.518.275 $ | +456.714.011 $ | +365,9 % | |||
| Cresset Asset Management, LLC | 558.826.850 $ | +53.660.661 $ | +10,6 % | 505.166.189 $ | +20.253.059 $ | +4,2 % | 484.913.130 $ | +37.423.352 $ | +8,4 % | |||
| FRANKLIN TEMPLETON INC | 549.337.608 $ | +92.553.645 $ | +20,3 % | 456.783.963 $ | +70.884.189 $ | +18,4 % | 385.899.774 $ | -67.532.749 $ | -14,9 % | |||
| Pathstone Holdings, LLC | 519.212.504 $ | +469.699.560 $ | +948,6 % | 49.512.944 $ | +5.771.061 $ | +13,2 % | 43.741.883 $ | +2.337.800 $ | +5,6 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 485.866.889 $ | +29.064.738 $ | +6,4 % | 456.802.151 $ | +12.304.966 $ | +2,8 % | 444.497.185 $ | +13.101.394 $ | +3,0 % | |||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 465.034.604 $ | +10.738.197 $ | +2,4 % | 454.296.407 $ | -15.098.631 $ | -3,2 % | 469.395.038 $ | +46.469.637 $ | +11,0 % | |||
| Pure Financial Advisors, LLC | 469.023.677 $ | +45.501.296 $ | +10,7 % | 423.522.381 $ | +12.323.447 $ | +3,0 % | 411.198.934 $ | +30.434.648 $ | +8,0 % | |||
| MML INVESTORS SERVICES, LLC | 448.042.598 $ | +83.783.672 $ | +23,0 % | 364.258.926 $ | -3.562.662 $ | -1,0 % | 367.821.588 $ | +58.204.613 $ | +18,8 % | |||
| FIDUCIARY TRUST CO | 441.133.405 $ | +26.982.555 $ | +6,5 % | 414.150.850 $ | +8.550.393 $ | +2,1 % | 405.600.457 $ | +8.858.142 $ | +2,2 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 429.828.335 $ | +9.937.741 $ | +2,4 % | 419.890.594 $ | +63.653.447 $ | +17,9 % | 356.237.147 $ | -12.221.963 $ | -3,3 % | |||
| Mill Creek Capital Advisors, LLC | 419.636.765 $ | +25.670.366 $ | +6,5 % | 393.966.399 $ | +10.219.274 $ | +2,7 % | ||||||
| Allspring Global Investments Holdings, LLC | 347.188.443 $ | +26.201.591 $ | +8,2 % | 320.986.852 $ | -86.513.151 $ | -21,2 % | 407.500.003 $ | +59.757.495 $ | +17,2 % | |||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 402.719.284 $ | +19.554.771 $ | +5,1 % | 383.164.513 $ | -15.879.332 $ | -4,0 % | 399.043.845 $ | +33.728.502 $ | +9,2 % | |||
| JANE STREET GROUP, LLC | 401.491.365 $ | +113.765.008 $ | +39,5 % | 287.726.357 $ | +284.537.125 $ | +8.921,8 % | 3.189.232 $ | -4.195.232 $ | -56,8 % | |||
| Hirtle & Co., LLC | 387.138.129 $ | +30.223.242 $ | +8,5 % | 356.914.887 $ | +18.084.690 $ | +5,3 % | 338.830.197 $ | +14.744.819 $ | +4,5 % | |||
| Members Trust Co | 376.605.307 $ | +24.132.275 $ | +6,8 % | 352.473.032 $ | +79.980.020 $ | +29,4 % | 272.493.012 $ | +5.244.087 $ | +2,0 % | |||
| SIGNATUREFD, LLC | 371.974.513 $ | +42.690.004 $ | +13,0 % | 329.284.509 $ | +13.412.802 $ | +4,2 % | 315.871.707 $ | +16.608.040 $ | +5,5 % | |||
| RiverFront Investment Group, LLC | 363.422.271 $ | +66.967.271 $ | +22,6 % | 296.455.000 $ | +14.206.666 $ | +5,0 % | 282.248.334 $ | +48.346.639 $ | +20,7 % | |||
| TD PRIVATE CLIENT WEALTH LLC | 357.911.930 $ | +50.624.094 $ | +16,5 % | 307.287.836 $ | ||||||||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 355.134.690 $ | +31.210.039 $ | +9,6 % | 323.924.651 $ | +4.063.846 $ | +1,3 % | 319.860.805 $ | +10.831.738 $ | +3,5 % | |||
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 208.950.000 $ | -49.300.000 $ | -19,1 % | 258.250.000 $ | -95.815.069 $ | -27,1 % | 354.065.069 $ | |||||
| Modera Wealth Management, LLC | 352.159.575 $ | +32.894.932 $ | +10,3 % | 319.264.643 $ | +5.808.577 $ | +1,9 % | 313.456.066 $ | +4.511.955 $ | +1,5 % | |||
| SEI INVESTMENTS CO | 348.853.564 $ | +28.230.605 $ | +8,8 % | 320.622.959 $ | -5.869.169 $ | -1,8 % | 326.492.128 $ | +2.953.929 $ | +0,9 % | |||
| Heritage Wealth Advisors | 342.272.943 $ | +62.863.413 $ | +22,5 % | 279.409.530 $ | +23.665.325 $ | +9,3 % | 255.744.205 $ | +31.939.222 $ | +14,3 % | |||
| Bell Bank | 340.313.344 $ | +18.870.465 $ | +5,9 % | 321.442.879 $ | +12.185.563 $ | +3,9 % | 309.257.316 $ | +8.852.069 $ | +2,9 % | |||
| Nicht ausgewiesen | 331.324.639 $ | +31.649.117 $ | +10,6 % | 299.675.522 $ | +19.081.239 $ | +6,8 % | 280.594.283 $ | +21.137.550 $ | +8,1 % | |||
| Stairway Partners, LLC | 304.435.228 $ | +4.245.079 $ | +1,4 % | 300.190.149 $ | +20.629.948 $ | +7,4 % | 279.560.201 $ | +2.449.143 $ | +0,9 % | 277.111.058 $ | +1.876.556 $ | +0,7 % |
| Rockefeller Capital Management L.P. | 303.362.362 $ | +42.907.929 $ | +16,5 % | 260.454.433 $ | +26.000.444 $ | +11,1 % | 234.453.989 $ | +45.595.173 $ | +24,1 % | |||
| Haverford Trust Co | 299.115.579 $ | +30.788.813 $ | +11,5 % | 268.326.766 $ | +13.113.389 $ | +5,1 % | 255.213.377 $ | +8.916.442 $ | +3,6 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 294.783.000 $ | +61.122.000 $ | +26,2 % | 233.661.000 $ | +22.151.000 $ | +10,5 % | 211.510.000 $ | +44.320.000 $ | +26,5 % | |||
| MISSION WEALTH MANAGEMENT, LP | 173.846.217 $ | +34.472.480 $ | +24,7 % | 139.373.737 $ | -153.837.066 $ | -52,5 % | 293.210.803 $ | -103.736.227 $ | -26,1 % | |||
| NATIXIS ADVISORS, LLC | 290.783.000 $ | +63.613.000 $ | +28,0 % | 227.170.000 $ | +65.124.000 $ | +40,2 % | 162.046.000 $ | +19.807.000 $ | +13,9 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 275.534.599 $ | +16.457.831 $ | +6,4 % | 259.076.768 $ | -26.371.776 $ | -9,2 % | 285.448.544 $ | -22.385.456 $ | -7,3 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 281.109.759 $ | +38.099.908 $ | +15,7 % | 243.009.851 $ | +17.105.390 $ | +7,6 % | 225.904.461 $ | +20.737.615 $ | +10,1 % | |||
| Focus Partners Wealth | 277.216.020 $ | +15.512.473 $ | +5,9 % | 261.703.547 $ | +1.711.495 $ | +0,7 % | 259.992.052 $ | +73.460.046 $ | +39,4 % | |||
| Prime Capital Investment Advisors, LLC | 267.618.094 $ | +209.884.545 $ | +363,5 % | 57.733.549 $ | -4.562.020 $ | -7,3 % | 62.295.569 $ | +1.823.675 $ | +3,0 % | |||
| Cambridge Investment Research Advisors, Inc. | 266.570.000 $ | +124.614.000 $ | +87,8 % | 141.956.000 $ | +32.733.000 $ | +30,0 % | 109.223.000 $ | +9.847.000 $ | +9,9 % | |||
| Connecticut Wealth Management, LLC | 263.774.641 $ | +30.995.922 $ | +13,3 % | 232.778.719 $ | +23.779.235 $ | +11,4 % | 208.999.484 $ | +19.969.028 $ | +10,6 % | |||
| Creative Planning | 262.417.627 $ | +13.177.519 $ | +5,3 % | 249.240.108 $ | +9.161.758 $ | +3,8 % | 240.078.350 $ | +4.376.926 $ | +1,9 % | |||
| Steward Partners Investment Advisory, LLC | 144.530.925 $ | -117.707.987 $ | -44,9 % | 262.238.912 $ | +8.469.559 $ | +3,3 % | 253.769.353 $ | +5.713.650 $ | +2,3 % | |||
| Align Financial, LLC | 276.798 $ | +17.339 $ | +6,7 % | 259.459 $ | -256.132.541 $ | -99,9 % | 256.392.000 $ | |||||
| Quotient Wealth Partners, LLC | 255.952.442 $ | +22.858.081 $ | +9,8 % | 233.094.361 $ | +21.329.630 $ | +10,1 % | 211.764.731 $ | +24.797.824 $ | +13,3 % | |||
| Wealthquest Corp | 137.073.189 $ | -118.642.718 $ | -46,4 % | 255.715.907 $ | +129.889.287 $ | +103,2 % | 125.826.620 $ | +8.334.456 $ | +7,1 % | |||
| Dixon Mitchell Investment Counsel Inc. | 107.449.693 $ | -116.734.544 $ | -52,1 % | 224.184.237 $ | -24.073.257 $ | -9,7 % | 248.257.494 $ | +200.267 $ | +0,1 % | |||
| OpenArc Corporate Advisory, LLC | 247.379.250 $ | +35.271.969 $ | +16,6 % | 212.107.281 $ | +21.347.859 $ | +11,2 % | 190.759.422 $ | |||||
| MAI Capital Management | 243.574.205 $ | +25.623.017 $ | +11,8 % | 217.951.188 $ | +10.252.493 $ | +4,9 % | 207.698.695 $ | +12.714.159 $ | +6,5 % | |||
| Johnson Financial Group, Inc. | 241.508.672 $ | +66.389.671 $ | +37,9 % | 175.119.001 $ | +13.080.877 $ | +8,1 % | 162.038.124 $ | +21.351.478 $ | +15,2 % | |||
| First Command Advisory Services, Inc. | 232.984.949 $ | -3.040.230 $ | -1,3 % | 236.025.179 $ | +2.205.960 $ | +0,9 % | 233.819.219 $ | +8.533.203 $ | +3,8 % | |||
| Nationwide Fund Advisors | 18.494.809 $ | -199.951.365 $ | -91,5 % | 218.446.174 $ | -17.021.492 $ | -7,2 % | 235.467.666 $ | +13.175.969 $ | +5,9 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 193.438.117 $ | +13.404.193 $ | +7,4 % | 180.033.924 $ | -50.973.423 $ | -22,1 % | 231.007.347 $ | +10.237.246 $ | +4,6 % | |||
| FIRST CITIZENS BANK & TRUST CO | 230.622.126 $ | +47.928.151 $ | +26,2 % | 182.693.975 $ | +13.403.182 $ | +7,9 % | 169.290.793 $ | +7.732.283 $ | +4,8 % | |||
| Passaic Partners LLC | 229.696.600 $ | +45.323.202 $ | +24,6 % | 184.373.398 $ | -17.442.637 $ | -8,6 % | 201.816.035 $ | +19.661.182 $ | +10,8 % | |||
| NORTHERN TRUST CORP | 221.312.780 $ | +23.830.005 $ | +12,1 % | 197.482.775 $ | -30.163.940 $ | -13,3 % | 227.646.715 $ | -13.595.180 $ | -5,6 % | |||
| Janney Montgomery Scott LLC | 224.705.000 $ | +7.294.000 $ | +3,4 % | 217.411.000 $ | +77.407.000 $ | +55,3 % | 140.004.000 $ | +10.683.000 $ | +8,3 % | |||
| OSAIC HOLDINGS, INC. | 224.690.088 $ | +24.319.671 $ | +12,1 % | 200.370.417 $ | +17.538.988 $ | +9,6 % | 182.831.429 $ | -45.210.062 $ | -19,8 % | |||
| Investure, LLC | 188.992.573 $ | -34.092.449 $ | -15,3 % | 223.085.022 $ | +38.071.096 $ | +20,6 % | 185.013.926 $ | +10.337.611 $ | +5,9 % | |||
| CHOREO, LLC | 223.032.052 $ | +23.815.403 $ | +12,0 % | 199.216.649 $ | +16.146.991 $ | +8,8 % | 183.069.658 $ | +18.435.155 $ | +11,2 % | |||
| CITIZENS FINANCIAL GROUP INC/RI | 221.757.426 $ | +14.618.566 $ | +7,1 % | 207.138.860 $ | +7.856.768 $ | +3,9 % | 199.282.092 $ | +549.920 $ | +0,3 % | |||
| Matson Money. Inc. | 217.458.369 $ | +13.564.259 $ | +6,7 % | 203.894.110 $ | +2.852.083 $ | +1,4 % | 201.042.027 $ | +6.962.374 $ | +3,6 % | |||
| SCHRODER INVESTMENT MANAGEMENT GROUP | 216.781.645 $ | |||||||||||
| Neuberger Berman Group LLC | 212.257.983 $ | +19.134.299 $ | +9,9 % | 193.123.684 $ | +46.211.470 $ | +31,5 % | 146.912.214 $ | +3.399.113 $ | +2,4 % | |||
| CKW FINANCIAL GROUP | 210.232.000 $ | +11.060.000 $ | +5,6 % | 199.172.000 $ | +6.073.000 $ | +3,1 % | 193.099.000 $ | +2.518.000 $ | +1,3 % | |||
| Retirement Investment Advisors, Inc. | 206.273.095 $ | +19.698.629 $ | +10,6 % | 186.574.466 $ | +197.707 $ | +0,1 % | 186.376.759 $ | +6.692.866 $ | +3,7 % | |||
| Balentine LLC | 205.127.045 $ | +10.080.759 $ | +5,2 % | 195.046.286 $ | -2.095.511 $ | -1,1 % | 197.141.797 $ | +22.143.990 $ | +12,7 % | |||
| Nuveen, LLC | 204.634.715 $ | +20.495.699 $ | +11,1 % | 184.139.016 $ | +27.688.684 $ | +17,7 % | 156.450.332 $ | +3.759.985 $ | +2,5 % | |||
| GREENLEAF TRUST | 198.639.563 $ | +5.173.151 $ | +2,7 % | 193.466.412 $ | -8.553.591 $ | -4,2 % | 202.020.003 $ | -36.058.914 $ | -15,1 % | |||
| WELLINGTON MANAGEMENT GROUP LLP | 200.629.594 $ | +113.211.110 $ | +129,5 % | 87.418.484 $ | -80.324.472 $ | -47,9 % | 167.742.956 $ | +31.672.154 $ | +23,3 % | |||
| HSBC HOLDINGS PLC | 104.976.795 $ | +3.721.902 $ | +3,7 % | 101.254.893 $ | -94.887.915 $ | -48,4 % | 196.142.808 $ | +110.642.759 $ | +129,4 % | |||
| MIDLAND WEALTH ADVISORS, LLC | 179.365.575 $ | +12.132.493 $ | +7,3 % | 167.233.082 $ | -20.166.921 $ | -10,8 % | 187.400.003 $ | +8.981.582 $ | +5,0 % | |||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 182.175.838 $ | +11.076.243 $ | +6,5 % | 171.099.595 $ | +30.747.434 $ | +21,9 % | 140.352.161 $ | +13.686.239 $ | +10,8 % | |||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 179.538.198 $ | +11.140.482 $ | +6,6 % | 168.397.716 $ | +2.641.427 $ | +1,6 % | 165.756.289 $ | +6.518.973 $ | +4,1 % | |||
| NEOS Investment Management LLC | 176.328.231 $ | +28.166.109 $ | +19,0 % | 148.162.122 $ | +103.117.223 $ | +228,9 % | 45.044.899 $ | +37.221.923 $ | +475,8 % | |||
| Avidian Wealth Enterprises, LLC | 175.841.435 $ | +1.745.734 $ | +1,0 % | 174.095.701 $ | +17.761.393 $ | +11,4 % | 156.334.308 $ | -4.808.044 $ | -3,0 % | 161.142.352 $ | -8.522.674 $ | -5,0 % |
| Lido Advisors, LLC | 135.600.074 $ | +14.868.560 $ | +12,3 % | 120.731.514 $ | -50.002.388 $ | -29,3 % | 170.733.902 $ | +14.484.137 $ | +9,3 % | |||
| National Philanthropic Trust | 168.059.244 $ | +8.218.299 $ | +5,1 % | 159.840.945 $ | +5.355.870 $ | +3,5 % | 154.485.075 $ | +25.430.418 $ | +19,7 % | |||
| SCS Capital Management LLC | 164.948.061 $ | +14.571.743 $ | +9,7 % | 150.376.318 $ | -1.502.042 $ | -1,0 % | 151.878.360 $ | +9.073.773 $ | +6,4 % | |||
| 49 WEALTH MANAGEMENT, LLC | 19.428.986 $ | -142.652.809 $ | -88,0 % | 162.081.795 $ | +16.009.176 $ | +11,0 % | 146.072.619 $ | +24.025.353 $ | +19,7 % | |||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 118.306.927 $ | -42.199.866 $ | -26,3 % | 160.506.793 $ | +3.031.462 $ | +1,9 % | 157.475.331 $ | +362.296 $ | +0,2 % | |||
| Meeder Advisory Services, Inc. | 160.367.262 $ | +16.401.598 $ | +11,4 % | 143.965.664 $ | +13.968.528 $ | +10,7 % | 129.997.136 $ | +13.440.560 $ | +11,5 % | |||
| Parcion Private Wealth LLC | 128.804.518 $ | -30.834.924 $ | -19,3 % | 159.639.442 $ | +68.782.955 $ | +75,7 % | 90.856.487 $ | +3.130.417 $ | +3,6 % | |||
| Aaron Wealth Advisors LLC | 155.582.287 $ | +16.463.148 $ | +11,8 % | 139.119.139 $ | +23.036.322 $ | +19,8 % | 116.082.817 $ | +12.691.413 $ | +12,3 % | |||
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 151.396.683 $ | +10.527.839 $ | +7,5 % | 140.868.844 $ | +5.454.137 $ | +4,0 % | 135.414.707 $ | +2.618.380 $ | +2,0 % | |||
| Equitable Holdings, Inc. | 149.107.718 $ | +30.677.596 $ | +25,9 % | 118.430.122 $ | -11.111.894 $ | -8,6 % | 129.542.016 $ | +7.098.996 $ | +5,8 % | |||
| Sanctuary Advisors, LLC | 146.825.061 $ | +21.405.599 $ | +17,1 % | 125.419.462 $ | +2.692.999 $ | +2,2 % | 122.726.463 $ | -209.927.288 $ | -63,1 % | |||
| AE Wealth Management LLC | 143.604.046 $ | +25.280.294 $ | +21,4 % | 118.323.752 $ | +28.431.535 $ | +31,6 % | 89.892.217 $ | +34.480.990 $ | +62,2 % | |||
| Alesco Advisors, LLC, An ESL Co | 140.274.439 $ | +5.872.310 $ | +4,4 % | 134.402.129 $ | -1.729.086 $ | -1,3 % | 136.131.215 $ | +557.031 $ | +0,4 % | |||
| First Financial Bank - Trust Division | 139.285.436 $ | +3.431.143 $ | +2,5 % | 135.854.293 $ | +11.760.124 $ | +9,5 % | 124.094.169 $ | +5.714.652 $ | +4,8 % | 118.379.517 $ | +4.049.657 $ | +3,5 % |
| Facet Wealth, Inc. | 137.778.556 $ | +5.481.578 $ | +4,1 % | 132.296.978 $ | +11.787.529 $ | +9,8 % | 120.509.449 $ | -130.779 $ | -0,1 % | |||
| NewEdge Advisors, LLC | 134.693.680 $ | +11.708.512 $ | +9,5 % | 122.985.168 $ | +8.722.066 $ | +7,6 % | 114.263.102 $ | +9.864.362 $ | +9,4 % | |||
| CAPTRUST FINANCIAL ADVISORS | 134.529.803 $ | +11.865.895 $ | +9,7 % | 122.663.908 $ | -546.348 $ | -0,4 % | 123.210.256 $ | -1.203.008 $ | -1,0 % | |||
| UMB Bank, n.a. | 133.650.398 $ | +10.536.478 $ | +8,6 % | 123.113.920 $ | +7.932.023 $ | +6,9 % | 115.181.897 $ | +562.464 $ | +0,5 % | |||
| RITHOLTZ WEALTH MANAGEMENT | 132.512.183 $ | +10.975.977 $ | +9,0 % | 121.536.206 $ | +6.925.725 $ | +6,0 % | 114.610.481 $ | +4.643.188 $ | +4,2 % | |||
| Alaska Permanent Capital Management, LLC | 118.485.615 $ | +7.305.310 $ | +6,6 % | 111.180.305 $ | -19.759.862 $ | -15,1 % | 130.940.167 $ | -1.100.221 $ | -0,8 % | |||
| Capital Analysts, LLC | 129.803.000 $ | +10.112.000 $ | +8,4 % | 119.691.000 $ | +6.372.000 $ | +5,6 % | 113.319.000 $ | +2.667.000 $ | +2,4 % | |||
| SAGESPRING WEALTH PARTNERS, LLC | 129.486.277 $ | +11.056.297 $ | +9,3 % | 118.429.980 $ | -6.337.142 $ | -5,1 % | 124.767.122 $ | -5.321.878 $ | -4,1 % | |||
| GROUP ONE TRADING LLC | 128.843.252 $ | +128.579.263 $ | +48.706,3 % | 263.989 $ | -1.488.181 $ | -84,9 % | 1.752.170 $ | -216.300 $ | -11,0 % | |||
| SigFig Wealth Management, LLC | 128.804.702 $ | +5.143.030 $ | +4,2 % | 123.661.672 $ | +8.592.102 $ | +7,5 % | 115.069.570 $ | +6.249.301 $ | +5,7 % | 108.820.269 $ | +3.831.490 $ | +3,6 % |
| FORM Wealth Advisors, LLC | 108.715.801 $ | -12.368.220 $ | -10,2 % | 121.084.021 $ | -4.109.847 $ | -3,3 % | 125.193.868 $ | |||||
| Curi Capital, LLC | 124.934.697 $ | +16.679.286 $ | +15,4 % | 108.255.411 $ | +43.966.964 $ | +68,4 % | 64.288.447 $ | +13.980.074 $ | +27,8 % | |||
| Gotham Asset Management, LLC | 124.424.787 $ | +5.375.664 $ | +4,5 % | 119.049.123 $ | +30.193.783 $ | +34,0 % | 88.855.340 $ | +11.848.444 $ | +15,4 % | |||
| Fifth Third Wealth Advisors LLC | 119.380.210 $ | +9.776.115 $ | +8,9 % | 109.604.095 $ | +5.414.806 $ | +5,2 % | 104.189.289 $ | -1.065.050 $ | -1,0 % | |||
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 119.170.474 $ | +20.403.213 $ | +20,7 % | 98.767.261 $ | -2.282.004 $ | -2,3 % | 101.049.265 $ | |||||
| RKL Wealth Management LLC | 116.871.199 $ | +9.052.325 $ | +8,4 % | 107.818.874 $ | -4.971.081 $ | -4,4 % | 112.789.955 $ | +9.046.154 $ | +8,7 % | |||
| Wedmont Private Capital | 115.531.454 $ | -51.566 $ | -0,0 % | 115.583.020 $ | +5.062.619 $ | +4,6 % | 110.520.401 $ | +9.314.769 $ | +9,2 % | 101.205.632 $ | +1.766.023 $ | +1,8 % |
| FIRST FOUNDATION ADVISORS | 114.903.200 $ | +15.376.732 $ | +15,4 % | 99.526.468 $ | +5.894.926 $ | +6,3 % | 93.631.542 $ | +2.901.251 $ | +3,2 % | |||
| Arkos Global Advisors | 112.479.000 $ | +13.430.000 $ | +13,6 % | 99.049.000 $ | +5.938.000 $ | +6,4 % | 93.111.000 $ | +5.327.000 $ | +6,1 % | |||
| Composition Wealth, LLC | 111.414.585 $ | +14.313.123 $ | +14,7 % | 97.101.462 $ | +40.320.363 $ | +71,0 % | 56.781.099 $ | +473.684 $ | +0,8 % | |||
| Mirae Asset Global Investments Co., Ltd. | 110.733.316 $ | -93.963 $ | -0,1 % | 110.827.279 $ | -453.894 $ | -0,4 % | 111.281.173 $ | +5.189.046 $ | +4,9 % | |||
| COMERICA BANK | 111.071.149 $ | +3.617.154 $ | +3,4 % | |||||||||
| Venturi Wealth Management, LLC | 76.210.075 $ | -34.538.732 $ | -31,2 % | 110.748.807 $ | +61.959.542 $ | +127,0 % | 48.789.265 $ | -61.681.057 $ | -55,8 % | |||
| Global Strategic Investment Solutions, LLC | 109.776.876 $ | +6.632.185 $ | +6,4 % | 103.144.691 $ | +1.382.361 $ | +1,4 % | 101.762.330 $ | +2.097.809 $ | +2,1 % | |||
| Bangor Savings Bank | 99.967.462 $ | -9.801.014 $ | -8,9 % | 109.768.476 $ | +8.207.159 $ | +8,1 % | 101.561.317 $ | +5.224.472 $ | +5,4 % | 96.336.845 $ | +7.421.095 $ | +8,3 % |
| AXIOM INVESTORS LLC /DE | 106.556.714 $ | -2.794.473 $ | -2,6 % | 109.351.187 $ | +28.166.237 $ | +34,7 % | 81.184.950 $ | -3.767.680 $ | -4,4 % | |||
| BROWN ADVISORY INC | 106.688.153 $ | +29.031.744 $ | +37,4 % | 77.656.409 $ | +13.237.561 $ | +20,5 % | 64.418.848 $ | +8.399.058 $ | +15,0 % | |||
| Truepoint, Inc. | 103.432.114 $ | +578.872 $ | +0,6 % | 102.853.242 $ | -3.827.378 $ | -3,6 % | 106.680.620 $ | -1.754.485 $ | -1,6 % | |||
| 1832 Asset Management L.P. | 46.428.227 $ | -60.148.668 $ | -56,4 % | 106.576.895 $ | +18.327.557 $ | +20,8 % | 88.249.338 $ | -44.835.374 $ | -33,7 % | |||
| Clearstead Advisors, LLC | 105.879.180 $ | +12.531.227 $ | +13,4 % | 93.347.953 $ | +10.682.723 $ | +12,9 % | 82.665.230 $ | +8.911.309 $ | +12,1 % | |||
| REGIONS FINANCIAL CORP | 105.487.477 $ | +19.251.586 $ | +22,3 % | 86.235.891 $ | -7.775.565 $ | -8,3 % | 94.011.456 $ | +618.568 $ | +0,7 % | |||
| Callan Family Office, LLC | 104.916.354 $ | +13.748.952 $ | +15,1 % | 91.167.402 $ | +8.032.332 $ | +9,7 % | 83.135.070 $ | +12.355.926 $ | +17,5 % | |||
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 104.154.501 $ | +10.833.732 $ | +11,6 % | 93.320.769 $ | +9.811.329 $ | +11,7 % | 83.509.440 $ | +11.041.844 $ | +15,2 % | |||
| DAVENPORT & Co LLC | 102.325.733 $ | +19.457.958 $ | +23,5 % | 82.867.775 $ | +12.745.612 $ | +18,2 % | 70.122.163 $ | +8.386.735 $ | +13,6 % | |||
| Graves Light Lenhart Wealth, Inc. | 101.278.274 $ | +3.406.245 $ | +3,5 % | 97.872.029 $ | +11.120.629 $ | +12,8 % | 86.751.400 $ | +3.472.876 $ | +4,2 % | 83.278.524 $ | +5.146.849 $ | +6,6 % |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 100.988.590 $ | +7.118.174 $ | +7,6 % | 93.870.416 $ | +3.238.361 $ | +3,6 % | 90.632.055 $ | +4.038.852 $ | +4,7 % | |||
| FIRST NATIONAL TRUST CO | 100.850.381 $ | +7.623.945 $ | +8,2 % | 93.226.436 $ | -2.841.168 $ | -3,0 % | 96.067.604 $ | +4.132.096 $ | +4,5 % | |||
| Wellspring Financial Advisors, LLC | 99.950.546 $ | +9.153.676 $ | +10,1 % | 90.796.870 $ | -8.409.651 $ | -8,5 % | 99.206.521 $ | +4.407.705 $ | +4,6 % | |||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 95.956.774 $ | -2.561.869 $ | -2,6 % | 98.518.643 $ | -1.343.233 $ | -1,3 % | 99.861.876 $ | -3.371.485 $ | -3,3 % | |||
| Diversified Trust Co | 99.652.326 $ | +7.717.147 $ | +8,4 % | 91.935.179 $ | +1.261.145 $ | +1,4 % | 90.674.034 $ | +12.387.171 $ | +15,8 % | |||
| Rehmann Capital Advisory Group | 99.247.072 $ | +8.655.699 $ | +9,6 % | 90.591.373 $ | +82.785 $ | +0,1 % | 90.508.588 $ | +5.037.727 $ | +5,9 % | |||
| Legacy Edge Advisors, LLC | 99.179.258 $ | +8.040.534 $ | +8,8 % | 91.138.724 $ | +4.640.566 $ | +5,4 % | 86.498.158 $ | +6.218.534 $ | +7,7 % | |||
| Center for Financial Planning, Inc. | 41.883.256 $ | +2.445.313 $ | +6,2 % | 39.437.943 $ | -59.040.536 $ | -60,0 % | 98.478.479 $ | +3.147.183 $ | +3,3 % | |||
| MAKENA CAPITAL MANAGEMENT LLC | 98.306.561 $ | +726.447 $ | +0,7 % | 97.580.114 $ | +14.003.759 $ | +16,8 % | 83.576.355 $ | -18.289.006 $ | -18,0 % | |||
| ASPIRIANT, LLC | 97.611.885 $ | +8.280.617 $ | +9,3 % | 89.331.268 $ | +7.423.632 $ | +9,1 % | 81.907.636 $ | +8.639.508 $ | +11,8 % | |||
| Klingman & Associates, LLC | 96.790.569 $ | +10.121.111 $ | +11,7 % | 86.669.458 $ | +5.330.038 $ | +6,6 % | 81.339.420 $ | +8.116.892 $ | +11,1 % | |||
| Beacon Pointe Advisors, LLC | 95.365.031 $ | +15.919.932 $ | +20,0 % | 79.445.099 $ | +24.499.836 $ | +44,6 % | 54.945.263 $ | +5.872.144 $ | +12,0 % | |||
| Brookstone Capital Management | 91.770.284 $ | -1.951.481 $ | -2,1 % | 93.721.765 $ | +11.940.778 $ | +14,6 % | 81.780.987 $ | +7.254.269 $ | +9,7 % | |||
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 93.324.133 $ | +10.048.895 $ | +12,1 % | 83.275.238 $ | +15.227.585 $ | +22,4 % | 68.047.653 $ | +7.048.828 $ | +11,6 % | |||
| Financiere des Professionnels - Fonds d'investissement inc. | 93.079.264 $ | +7.179.602 $ | +8,4 % | 85.899.662 $ | -2.160.558 $ | -2,5 % | 88.060.220 $ | +4.945.203 $ | +5,9 % | |||
| Fragasso Financial Advisors Inc | 92.532.313 $ | +7.549.453 $ | +8,9 % | 84.982.860 $ | +2.565.643 $ | +3,1 % | 82.417.217 $ | +2.444.006 $ | +3,1 % | |||
| Strategic Investment Advisors / MI | 92.203.753 $ | +18.757.423 $ | +25,5 % | 73.446.330 $ | +8.771.893 $ | +13,6 % | 64.674.437 $ | +6.712.974 $ | +11,6 % | |||
| Planning Project LLC | 91.604.877 $ | +20.764.324 $ | +29,3 % | 70.840.553 $ | ||||||||
| CX Institutional | 87.795.000 $ | +4.556.000 $ | +5,5 % | 83.239.000 $ | -6.021.000 $ | -6,7 % | 89.260.000 $ | -2.236.000 $ | -2,4 % | 91.496.000 $ | -2.672.000 $ | -2,8 % |
| Texas Capital Bank Wealth Management Services Inc | 90.734.889 $ | +22.984.451 $ | +33,9 % | 67.750.438 $ | +3.005.414 $ | +4,6 % | 64.745.024 $ | +10.100.051 $ | +18,5 % | |||
| AMG National Trust Bank | 90.150.538 $ | +3.595.669 $ | +4,2 % | 86.554.869 $ | +8.879.672 $ | +11,4 % | 77.675.197 $ | +6.794.089 $ | +9,6 % | |||
| Concurrent Investment Advisors, LLC | 90.049.271 $ | +25.940.965 $ | +40,5 % | 64.108.306 $ | +19.093.772 $ | +42,4 % | 45.014.534 $ | +7.930.283 $ | +21,4 % | |||
| FIRST HAWAIIAN BANK | 88.912.031 $ | +5.018.061 $ | +6,0 % | 83.893.970 $ | +376.977 $ | +0,5 % | 83.516.993 $ | -2.503.525 $ | -2,9 % | |||
| Valmark Advisers, Inc. | 88.899.455 $ | +12.603.969 $ | +16,5 % | 76.295.486 $ | +3.348.612 $ | +4,6 % | 72.946.874 $ | +68.755.121 $ | +1.640,2 % | |||
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 87.791.547 $ | +7.895.290 $ | +9,9 % | 79.896.257 $ | +10.356.849 $ | +14,9 % | 69.539.408 $ | +8.212.250 $ | +13,4 % | |||
| VICTORY CAPITAL MANAGEMENT INC | 18.113.235 $ | -69.171.348 $ | -79,2 % | 87.284.583 $ | +59.257.455 $ | +211,4 % | 28.027.128 $ | -3.459.711 $ | -11,0 % | |||
| True Link Financial Advisors, LLC | 85.973.641 $ | +7.304.829 $ | +9,3 % | 78.668.812 $ | +1.441.610 $ | +1,9 % | 77.227.202 $ | +3.929.795 $ | +5,4 % | |||
| FLOW TRADERS U.S. LLC | 85.615.000 $ | |||||||||||
| QUADRANT CAPITAL GROUP LLC | 85.541.259 $ | +7.943.896 $ | +10,2 % | 77.597.363 $ | +3.007.102 $ | +4,0 % | 74.590.261 $ | +6.821.427 $ | +10,1 % | |||
| CWM, LLC | 66.664.555 $ | -18.370.445 $ | -21,6 % | 85.035.000 $ | +23.917.000 $ | +39,1 % | ||||||
| Valeo Financial Advisors, LLC | 84.974.367 $ | +5.558.247 $ | +7,0 % | 79.416.120 $ | +6.892.078 $ | +9,5 % | 72.524.042 $ | +3.395.125 $ | +4,9 % | 69.128.917 $ | +7.230.505 $ | +11,7 % |
| Kestra Advisory Services, LLC | 84.850.826 $ | +2.882.398 $ | +3,5 % | 81.968.428 $ | +9.414.125 $ | +13,0 % | 72.554.303 $ | +7.244.393 $ | +11,1 % | |||
| BLAIR WILLIAM & CO/IL | 77.922.657 $ | -5.634.362 $ | -6,7 % | 83.557.019 $ | +5.436.230 $ | +7,0 % | 78.120.789 $ | +10.816.190 $ | +16,1 % | |||
| CATALYST FINANCIAL PARTNERS LLC | 83.474.422 $ | +10.471.191 $ | +14,3 % | 73.003.231 $ | +7.068.597 $ | +10,7 % | 65.934.634 $ | +9.386.074 $ | +16,6 % | |||
| NOTTINGHAM ADVISORS, INC. | 82.490.635 $ | +3.376.269 $ | +4,3 % | 79.114.366 $ | +837.957 $ | +1,1 % | 78.276.409 $ | +662.059 $ | +0,9 % | |||
| Disciplina Capital Management LLC | 78.646.543 $ | -1.699.647 $ | -2,1 % | 80.346.190 $ | +12.819.724 $ | +19,0 % | 67.526.466 $ | +7.253.841 $ | +12,0 % | |||
| Wealthspire Advisors, LLC | 80.259.354 $ | +8.878.013 $ | +12,4 % | 71.381.341 $ | -1.136.871 $ | -1,6 % | 72.518.212 $ | +913.871 $ | +1,3 % | |||
| Ironwood Wealth Management, LLC. | 80.199.503 $ | +2.256.052 $ | +2,9 % | 77.943.451 $ | +1.291.254 $ | +1,7 % | 76.652.197 $ | +29.422.964 $ | +62,3 % | |||
| CI INVESTMENTS INC. | 44.026.476 $ | -35.951.347 $ | -45,0 % | 79.977.823 $ | +52.699.232 $ | +193,2 % | 27.278.591 $ | +5.443.591 $ | +24,9 % | |||
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 79.341.131 $ | +26.012.794 $ | +48,8 % | |||||||||
| IMC-Chicago, LLC | 79.147.985 $ | +67.950.413 $ | +606,8 % | 11.197.572 $ | +2.962.373 $ | +36,0 % | 8.235.199 $ | +413.474 $ | +5,3 % | |||
| ACADIAN ASSET MANAGEMENT LLC | 78.374.000 $ | +11.360.000 $ | +17,0 % | 67.014.000 $ | +5.243.000 $ | +8,5 % | 61.771.000 $ | +7.743.000 $ | +14,3 % | |||
| BAILARD, INC. | 78.099.740 $ | +4.682.685 $ | +6,4 % | 73.417.055 $ | +2.351.342 $ | +3,3 % | 71.065.713 $ | +1.686.363 $ | +2,4 % | |||
| Midwest Trust Co | 77.458.898 $ | +9.752.145 $ | +14,4 % | 67.706.753 $ | +5.592.349 $ | +9,0 % | 62.114.404 $ | +7.339.079 $ | +13,4 % | |||
| AlphaCore Capital LLC | 76.094.107 $ | +20.269.816 $ | +36,3 % | 55.824.291 $ | +14.616.747 $ | +35,5 % | 41.207.544 $ | +18.348.766 $ | +80,3 % | |||
| Bluespring Wealth Management, LLC | 75.744.492 $ | |||||||||||
| Robertson Stephens Wealth Management, LLC | 75.595.946 $ | +3.037.610 $ | +4,2 % | 72.558.336 $ | +23.648.328 $ | +48,4 % | 48.910.008 $ | +7.845.308 $ | +19,1 % | |||
| Janney Capital Management LLC | 74.970.000 $ | +184.000 $ | +0,2 % | |||||||||
| Apella Capital, LLC | 73.996.224 $ | +24.170.326 $ | +48,5 % | 49.825.898 $ | +2.331.911 $ | +4,9 % | 47.493.987 $ | +7.434.974 $ | +18,6 % | 40.059.013 $ | +3.989.606 $ | +11,1 % |
| Roth Financial Partners LLC | 73.893.088 $ | +140.664 $ | +0,2 % | 73.752.424 $ | +6.702.027 $ | +10,0 % | 67.050.397 $ | +571.508 $ | +0,9 % | 66.478.889 $ | +1.658.024 $ | +2,6 % |
| Turtle Creek Wealth Advisors, LLC | 73.556.847 $ | +14.155.500 $ | +23,8 % | 59.401.347 $ | +9.781.938 $ | +19,7 % | 49.619.409 $ | +1.636.864 $ | +3,4 % | |||
| Private Wealth Asset Management, LLC | 72.964.206 $ | +8.082.892 $ | +12,5 % | 64.881.314 $ | ||||||||
| OneDigital Investment Advisors LLC | 72.803.213 $ | +6.561.996 $ | +9,9 % | 66.241.217 $ | -5.005.080 $ | -7,0 % | 71.246.297 $ | +2.357.703 $ | +3,4 % | |||
| RMR Wealth Builders | 72.737.248 $ | +9.866.407 $ | +15,7 % | 62.870.841 $ | +4.650.280 $ | +8,0 % | 58.220.561 $ | +5.443.263 $ | +10,3 % | |||
| Constellation Investments, Inc. | 71.672.598 $ | +1.104.645 $ | +1,6 % | 70.567.953 $ | +834.062 $ | +1,2 % | 69.733.891 $ | +1.675.920 $ | +2,5 % | |||
| Opus Capital Group, LLC | 75.533 $ | -70.578.467 $ | -99,9 % | 70.654.000 $ | -955.000 $ | -1,3 % | 71.609.000 $ | +2.161.000 $ | +3,1 % | |||
| Bleakley Financial Group, LLC | 71.429.372 $ | +9.532.519 $ | +15,4 % | 61.896.853 $ | +12.306.896 $ | +24,8 % | 49.589.957 $ | +6.861.944 $ | +16,1 % | |||
| INTRUST BANK NA | 71.207.854 $ | +2.833.533 $ | +4,1 % | 68.374.321 $ | +1.613.455 $ | +2,4 % | 66.760.866 $ | -805.198 $ | -1,2 % | |||
| Rockbridge Investment Management, LCC | 70.437.040 $ | +6.991.079 $ | +11,0 % | 63.445.961 $ | +3.454.082 $ | +5,8 % | 59.991.879 $ | +4.593.462 $ | +8,3 % | |||
| SIMPLEX TRADING, LLC | 69.050.524 $ | +64.306.497 $ | +1.355,5 % | 4.744.027 $ | -2.253.378 $ | -32,2 % | 6.997.405 $ | -5.513.595 $ | -44,1 % | |||
| Independent Advisor Alliance | 3.396.618 $ | -65.389.951 $ | -95,1 % | 68.786.569 $ | +65.946.553 $ | +2.322,0 % | 2.840.016 $ | +358.672 $ | +14,5 % | |||
| CONDOR CAPITAL MANAGEMENT | 68.312.380 $ | +9.874.347 $ | +16,9 % | 58.438.033 $ | +11.261.031 $ | +23,9 % | 47.177.002 $ | +640.364 $ | +1,4 % | |||
| Orgel Wealth Management, LLC | 68.270.664 $ | +4.682.754 $ | +7,4 % | 63.587.910 $ | -1.143.199 $ | -1,8 % | 64.731.109 $ | +1.388.839 $ | +2,2 % | |||
| AQR CAPITAL MANAGEMENT LLC | 66.886.965 $ | +26.090.137 $ | +64,0 % | 40.796.828 $ | +8.799.970 $ | +27,5 % | 31.996.858 $ | +5.386.223 $ | +20,2 % | |||
| Leverty Financial Group, LLC | 66.676.543 $ | +5.479.269 $ | +9,0 % | 61.197.274 $ | +5.653.580 $ | +10,2 % | 55.543.694 $ | +1.687.671 $ | +3,1 % | 53.856.023 $ | +4.143.440 $ | +8,3 % |
| Cabot-Wellington, LLC | 66.635.108 $ | +2.264.278 $ | +3,5 % | 64.370.830 $ | -1.582.677 $ | -2,4 % | 65.953.507 $ | +472.566 $ | +0,7 % | |||
| Jordan Park Group LLC | 66.276.008 $ | +6.985.815 $ | +11,8 % | 59.290.193 $ | +2.812.471 $ | +5,0 % | 56.477.722 $ | +2.935.203 $ | +5,5 % | |||
| MASON STREET ADVISORS, LLC | 61.304.445 $ | -3.062.113 $ | -4,8 % | 64.366.558 $ | +63.983.404 $ | +16.699,1 % | 383.154 $ | -54.775.375 $ | -99,3 % | |||
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 54.084.800 $ | +3.388.000 $ | +6,7 % | 50.696.800 $ | -13.267.100 $ | -20,7 % | 63.963.900 $ | -732.810 $ | -1,1 % | |||
| Crewe Advisors LLC | 63.760.976 $ | +8.190.747 $ | +14,7 % | 55.570.229 $ | +6.268.000 $ | +12,7 % | 49.302.229 $ | +3.225.234 $ | +7,0 % | |||
| Farther Finance Advisors, LLC | 52.933.993 $ | -6.162.510 $ | -10,4 % | 59.096.503 $ | +291.447 $ | +0,5 % | 58.805.056 $ | -4.832.709 $ | -7,6 % | 63.637.765 $ | +31.718.542 $ | +99,4 % |
| Integrated Wealth Concepts LLC | 52.250.142 $ | -11.272.378 $ | -17,7 % | 63.522.520 $ | +6.129.115 $ | +10,7 % | 57.393.405 $ | -169.488 $ | -0,3 % | |||
| 71 West Capital Partners | 63.442.785 $ | +20.902.954 $ | +49,1 % | 42.539.831 $ | +9.408.767 $ | +28,4 % | 33.131.064 $ | |||||
| WADDELL & ASSOCIATES, LLC | 63.212.914 $ | +4.602.335 $ | +7,9 % | 58.610.579 $ | +2.893.004 $ | +5,2 % | 55.717.575 $ | +2.937.977 $ | +5,6 % | |||
| Brickley Wealth Management | 63.153.968 $ | +7.603.658 $ | +13,7 % | 55.550.310 $ | +1.135.841 $ | +2,1 % | 54.414.469 $ | +1.208.586 $ | +2,3 % | |||
| Colony Family Offices, LLC | 63.014.351 $ | +3.963.483 $ | +6,7 % | 59.050.868 $ | +818.978 $ | +1,4 % | 58.231.890 $ | +2.583.591 $ | +4,6 % | |||
| GREAT LAKES ADVISORS, LLC | 62.782.908 $ | +4.965.994 $ | +8,6 % | 57.816.914 $ | +23.780.138 $ | +69,9 % | 34.036.776 $ | +2.977.478 $ | +9,6 % | |||
| Northwest Quadrant Wealth Management, LLC | 62.686.264 $ | +5.428.882 $ | +9,5 % | 57.257.382 $ | +1.306.464 $ | +2,3 % | 55.950.918 $ | +3.428.203 $ | +6,5 % | |||
| Parallel Advisors, LLC | 61.770.719 $ | +1.514.089 $ | +2,5 % | 60.256.630 $ | +1.811.958 $ | +3,1 % | 58.444.672 $ | +1.462.079 $ | +2,6 % | |||
| CAPE COD FIVE CENTS SAVINGS BANK | 61.623.544 $ | +14.739.456 $ | +31,4 % | 46.884.088 $ | +0 $ | +0,0 % | ||||||
| Orion Porfolio Solutions, LLC | 60.173.673 $ | -462.496 $ | -0,8 % | 60.636.169 $ | +516.659 $ | +0,9 % | 60.119.510 $ | +11.031.001 $ | +22,5 % | |||
| LBMC INVESTMENT ADVISORS, LLC | 60.133.028 $ | +6.253.173 $ | +11,6 % | 53.879.855 $ | +411.569 $ | +0,8 % | 53.468.286 $ | +3.400.759 $ | +6,8 % | |||
| Parkside Investments, LLC | 57.372.977 $ | +3.411.911 $ | +6,3 % | 53.961.066 $ | -5.905.413 $ | -9,9 % | 59.866.479 $ | +647.610 $ | +1,1 % | |||
| NEW ENGLAND ASSET MANAGEMENT INC | 58.823.980 $ | +4.033.413 $ | +7,4 % | 54.790.567 $ | +3.147.993 $ | +6,1 % | 51.642.574 $ | +2.921.848 $ | +6,0 % | |||
| Crestwood Advisors Group, LLC | 58.305.874 $ | +4.218.640 $ | +7,8 % | 54.087.234 $ | +15.379.874 $ | +39,7 % | 38.707.360 $ | +2.814.666 $ | +7,8 % | |||
| McKinley Carter Wealth Services, Inc. | 35.585.167 $ | +1.485.301 $ | +4,4 % | 34.099.866 $ | -23.801.588 $ | -41,1 % | 57.901.454 $ | -16.466.982 $ | -22,1 % | |||
| WHITTIER TRUST CO OF NEVADA INC | 57.843.182 $ | +4.630.418 $ | +8,7 % | 53.212.764 $ | +5.021.074 $ | +10,4 % | 48.191.690 $ | +1.960.776 $ | +4,2 % | |||
| PRINCIPAL SECURITIES, INC. | 55.623.443 $ | -2.165.177 $ | -3,7 % | 57.788.620 $ | +11.372.579 $ | +24,5 % | 46.416.041 $ | -2.708.235 $ | -5,5 % | |||
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 56.780.734 $ | +2.561.050 $ | +4,7 % | 54.219.684 $ | +2.430.038 $ | +4,7 % | 51.789.646 $ | -119.096.353 $ | -69,7 % | |||
| Ledyard National Bank | 56.213.327 $ | +2.638.216 $ | +4,9 % | 53.575.111 $ | +745.402 $ | +1,4 % | 52.829.709 $ | +792.425 $ | +1,5 % | |||
| WHITTIER TRUST CO | 56.140.909 $ | +7.218.214 $ | +14,8 % | 48.922.695 $ | +6.818.005 $ | +16,2 % | 42.104.690 $ | +3.249.895 $ | +8,4 % | |||
| Fusion Family Wealth, LLC | 55.717.004 $ | +2.786.555 $ | +5,3 % | 52.930.449 $ | +500.060 $ | +1,0 % | 52.430.389 $ | +3.355.011 $ | +6,8 % | |||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 54.552.306 $ | +6.214.754 $ | +12,9 % | 48.337.552 $ | -930.033 $ | -1,9 % | 49.267.585 $ | +1.702.851 $ | +3,6 % | |||
| RMG Wealth Management LLC | 53.678.525 $ | |||||||||||
| COMMERCE BANK | 53.622.954 $ | +5.540.660 $ | +11,5 % | 48.082.294 $ | +8.611.112 $ | +21,8 % | 39.471.182 $ | +6.306.217 $ | +19,0 % | |||
| KINTRA WEALTH, LLC | 53.390.401 $ | +11.715.022 $ | +28,1 % | 41.675.379 $ | ||||||||
| Pathway Financial Advisors LLC | 53.323.692 $ | +15.522.030 $ | +41,1 % | 37.801.662 $ | +4.161.835 $ | +12,4 % | 33.639.827 $ | +7.521.571 $ | +28,8 % | 26.118.256 $ | +4.273.462 $ | +19,6 % |
| BENJAMIN EDWARDS INC | 2.145.689 $ | -36.004.354 $ | -94,4 % | 38.150.043 $ | -14.975.110 $ | -28,2 % | 53.125.153 $ | +17.165.067 $ | +47,7 % | |||
| Shepherd Financial Partners LLC | 51.623.261 $ | -1.498.573 $ | -2,8 % | 53.121.834 $ | +12.860.144 $ | +31,9 % | 40.261.690 $ | -2.783.188 $ | -6,5 % | |||
| BANK OF HAWAII | 52.663.625 $ | +1.412.057 $ | +2,8 % | 51.251.568 $ | +1.149.585 $ | +2,3 % | 50.101.983 $ | +1.201.924 $ | +2,5 % | |||
| Merit Financial Group, LLC | 43.640.977 $ | -5.380.208 $ | -11,0 % | 49.021.185 $ | -3.557.081 $ | -6,8 % | 52.578.266 $ | -3.216.929 $ | -5,8 % | |||
| Stash Investments, LLC | 52.543.576 $ | +6.137.083 $ | +13,2 % | 46.406.493 $ | +1.519.043 $ | +3,4 % | 44.887.450 $ | +2.972.451 $ | +7,1 % | |||
| Summit Financial, LLC | 52.485.143 $ | +1.224.861 $ | +2,4 % | 51.260.282 $ | +7.585.718 $ | +17,4 % | 43.674.564 $ | -1.404.731 $ | -3,1 % | |||
| Wescott Financial Advisory Group, LLC | 52.290.622 $ | +6.150.426 $ | +13,3 % | 46.140.196 $ | -946.438 $ | -2,0 % | 47.086.634 $ | +918.031 $ | +2,0 % | |||
| Alaska Wealth Advisors, LLC | 52.182.040 $ | +4.406.872 $ | +9,2 % | 47.775.168 $ | -3.405.835 $ | -6,7 % | 51.181.003 $ | +7.241.049 $ | +16,5 % | |||
| Revolve Wealth Partners, LLC | 51.437.894 $ | +4.136.676 $ | +8,7 % | 47.301.218 $ | -4.879.380 $ | -9,4 % | 52.180.598 $ | +1.469.047 $ | +2,9 % | |||
| BOK Financial Private Wealth, Inc. | 52.100.564 $ | +2.656.182 $ | +5,4 % | 49.444.382 $ | +483.218 $ | +1,0 % | 48.961.164 $ | -514.769 $ | -1,0 % | |||
| SVB WEALTH LLC | 51.736.219 $ | |||||||||||
| Atria Investments, Inc | 47.439.497 $ | -2.928.000 $ | -5,8 % | 50.367.497 $ | -1.300.430 $ | -2,5 % | 51.667.927 $ | -831.634 $ | -1,6 % | |||
| MCF Advisors LLC | 51.571.968 $ | +17.513.476 $ | +51,4 % | 34.058.492 $ | -837.344 $ | -2,4 % | 34.895.836 $ | -15.918 $ | -0,0 % | |||
| HANCOCK WHITNEY CORP | 45.757.673 $ | -5.540.723 $ | -10,8 % | 51.298.396 $ | +5.284.984 $ | +11,5 % | 46.013.412 $ | +2.288.830 $ | +5,2 % | |||
| EARNED WEALTH ADVISORS, LLC | 51.152.015 $ | +6.238.273 $ | +13,9 % | 44.913.742 $ | +2.016.900 $ | +4,7 % | 42.896.842 $ | +29.708.877 $ | +225,3 % | |||
| Smartleaf Asset Management LLC | 51.109.671 $ | +4.579.282 $ | +9,8 % | 46.530.389 $ | +12.786.088 $ | +37,9 % | 33.744.301 $ | +20.962.155 $ | +164,0 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 22.541.000 $ | -28.054.000 $ | -55,4 % | 50.595.000 $ | +1.952.000 $ | +4,0 % | 48.643.000 $ | +2.613.000 $ | +5,7 % | |||
| Pacific Capital Wealth Advisors, Inc. | 50.067.914 $ | +4.855.940 $ | +10,7 % | 45.211.974 $ | +1.690.733 $ | +3,9 % | 43.521.241 $ | +1.412.051 $ | +3,4 % | |||
| Global Wealth Strategies & Associates | 49.808.043 $ | +1.149.107 $ | +2,4 % | 48.658.936 $ | +4.590.227 $ | +10,4 % | 44.068.709 $ | +318.094 $ | +0,7 % | 43.750.615 $ | +2.628.877 $ | +6,4 % |
| COLDSTREAM CAPITAL MANAGEMENT INC | 48.758.034 $ | +2.577.314 $ | +5,6 % | 46.180.720 $ | +3.121.552 $ | +7,2 % | 43.059.168 $ | +2.241.880 $ | +5,5 % | |||
| ISTHMUS PARTNERS, LLC | 48.678.155 $ | +2.432.896 $ | +5,3 % | 46.245.259 $ | ||||||||
| CUTLER INVESTMENT COUNSEL LLC | 48.051.633 $ | +3.617.483 $ | +8,1 % | 44.434.150 $ | -153.374 $ | -0,3 % | 44.587.524 $ | +1.826.747 $ | +4,3 % | |||
| Octavia Wealth Advisors, LLC | 47.861.466 $ | +6.232.139 $ | +15,0 % | 41.629.327 $ | +24.840.357 $ | +148,0 % | 16.788.970 $ | +1.445.120 $ | +9,4 % | |||
| CITIGROUP INC | 43.047.069 $ | +4.714.268 $ | +12,3 % | 38.332.801 $ | -9.512.956 $ | -19,9 % | 47.845.757 $ | -2.824.052 $ | -5,6 % | |||
| VICUS CAPITAL | 47.828.589 $ | +3.667.539 $ | +8,3 % | 44.161.050 $ | +2.112.037 $ | +5,0 % | 42.049.013 $ | -19.731.413 $ | -31,9 % | |||
| Galvin, Gaustad & Stein, LLC | 47.389.913 $ | -138.532 $ | -0,3 % | 47.528.445 $ | +3.977.637 $ | +9,1 % | 43.550.808 $ | +3.189.886 $ | +7,9 % | 40.360.922 $ | +919.163 $ | +2,3 % |
| Bishop & Co Investment Management, LLC | 47.499.146 $ | +3.273.205 $ | +7,4 % | 44.225.941 $ | +19.407.009 $ | +78,2 % | 24.818.932 $ | +782.739 $ | +3,3 % | |||
| BLB&B Advisors, LLC | 47.442.394 $ | +3.704.833 $ | +8,5 % | 43.737.561 $ | -375.685 $ | -0,9 % | 44.113.246 $ | +533.383 $ | +1,2 % | |||
| Conrad Siegel Investment Advisors, Inc. | 16.705.123 $ | -887.801 $ | -5,0 % | 17.592.924 $ | -29.473.850 $ | -62,6 % | 47.066.774 $ | +1.155.126 $ | +2,5 % | 45.911.648 $ | +2.093.252 $ | +4,8 % |
| Abundance Wealth Counselors | 46.460.193 $ | +22.997.443 $ | +98,0 % | 23.462.750 $ | +1.105.530 $ | +4,9 % | 22.357.220 $ | +265.331 $ | +1,2 % | |||
| Probity Advisors, Inc. | 45.040.786 $ | +3.335.293 $ | +8,0 % | 41.705.493 $ | +1.147.061 $ | +2,8 % | 40.558.432 $ | +1.144.065 $ | +2,9 % | |||
| CBM Financial, LLC | 44.791.282 $ | +1.286.642 $ | +3,0 % | 43.504.640 $ | +3.161.079 $ | +7,8 % | 40.343.561 $ | |||||
| Archford Capital Strategies, LLC | 44.681.685 $ | +5.574.290 $ | +14,3 % | 39.107.395 $ | +1.536.636 $ | +4,1 % | 37.570.759 $ | +290.260 $ | +0,8 % | |||
| NATIONAL BANK OF CANADA /FI/ | 29.126.338 $ | -7.839.335 $ | -21,2 % | 36.965.673 $ | -7.456.544 $ | -16,8 % | 44.422.217 $ | +27.585.765 $ | +163,8 % | |||
| Global Retirement Partners, LLC | 40.638.905 $ | -3.758.908 $ | -8,5 % | 44.397.813 $ | +15.042.874 $ | +51,2 % | ||||||
| World Investment Advisors | 31.767.705 $ | -1.459.647 $ | -4,4 % | 33.227.352 $ | -11.144.705 $ | -25,1 % | 44.372.057 $ | +7.167.609 $ | +19,3 % | |||
| Mesirow Financial Investment Management, Inc. | 43.798.634 $ | +3.999.586 $ | +10,0 % | 39.799.048 $ | +13.142.505 $ | +49,3 % | 26.656.543 $ | -5.989.813 $ | -18,3 % | |||
| Fort Point Capital Partners LLC | 43.556.214 $ | +5.095.181 $ | +13,2 % | 38.461.033 $ | -1.681.721 $ | -4,2 % | 40.142.754 $ | +13.692.091 $ | +51,8 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 43.332.505 $ | +3.081.609 $ | +7,7 % | 40.250.896 $ | +4.782.914 $ | +13,5 % | 35.467.982 $ | +2.345.765 $ | +7,1 % | |||
| Waverly Advisors, LLC | 42.963.681 $ | +14.319.404 $ | +50,0 % | 28.644.277 $ | +2.481.969 $ | +9,5 % | 26.162.308 $ | +3.132.199 $ | +13,6 % | |||
| Private Advisor Group, LLC | 38.557.610 $ | -3.398.885 $ | -8,1 % | 41.956.495 $ | +86.682 $ | +0,2 % | 41.869.813 $ | +6.546.263 $ | +18,5 % | |||
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 41.780.497 $ | +1.193.129 $ | +2,9 % | 40.587.368 $ | +7.120.171 $ | +21,3 % | 33.467.197 $ | |||||
| Savant Capital, LLC | 41.680.113 $ | +20.305.356 $ | +95,0 % | 21.374.757 $ | +626.337 $ | +3,0 % | 20.748.420 $ | +184.351 $ | +0,9 % | |||
| Chan Zuckerberg Initiative, LLC | 41.592.369 $ | +999.593 $ | +2,5 % | |||||||||
| Acropolis Investment Management, LLC | 40.442.903 $ | -1.009.193 $ | -2,4 % | 41.452.096 $ | +751.921 $ | +1,8 % | 40.700.175 $ | -784.275 $ | -1,9 % | 41.484.450 $ | +1.373.519 $ | +3,4 % |
| Heck Capital Advisors, LLC | 39.102.780 $ | +1.449.304 $ | +3,8 % | 37.653.476 $ | -3.168.038 $ | -7,8 % | 40.821.514 $ | +386.666 $ | +1,0 % | |||
| Smith & Howard Wealth Management, LLC | 40.722.323 $ | +3.229.507 $ | +8,6 % | 37.492.816 $ | +771.079 $ | +2,1 % | 36.721.737 $ | +1.250.458 $ | +3,5 % | |||
| Empire Life Investments Inc. | 40.708.953 $ | +5.296.857 $ | +15,0 % | 35.412.096 $ | -3.179.248 $ | -8,2 % | 38.591.344 $ | +4.042.428 $ | +11,7 % | |||
| Resonant Capital Advisors, LLC | 38.827.305 $ | +2.041.705 $ | +5,6 % | 36.785.600 $ | -3.719.339 $ | -9,2 % | 40.504.939 $ | +5.165.087 $ | +14,6 % | |||
| Vestmark Advisory Solutions, Inc. | 40.397.667 $ | +5.792.190 $ | +16,7 % | 34.605.477 $ | -3.212.478 $ | -8,5 % | 37.817.955 $ | +23.133.390 $ | +157,5 % | |||
| SCOTIA CAPITAL INC. | 39.952.370 $ | +5.527.968 $ | +16,1 % | 34.424.402 $ | +1.493.310 $ | +4,5 % | 32.931.092 $ | +9.199.171 $ | +38,8 % | |||
| Regent Peak Wealth Advisors LLC | 31.168.461 $ | +2.398.119 $ | +8,3 % | 28.770.342 $ | -11.143.398 $ | -27,9 % | 39.913.740 $ | +735.827 $ | +1,9 % | |||
| MassMutual Private Wealth & Trust, FSB | 39.852.266 $ | +730.509 $ | +1,9 % | 39.121.757 $ | +4.834.425 $ | +14,1 % | 34.287.332 $ | +1.249.038 $ | +3,8 % | 33.038.294 $ | +703.297 $ | +2,2 % |
| PARK AVENUE SECURITIES LLC | 34.979.000 $ | -4.851.000 $ | -12,2 % | 39.830.000 $ | +8.327.000 $ | +26,4 % | 31.503.000 $ | +5.585.000 $ | +21,5 % | |||
| STERLING INVESTMENT ADVISORS LLC /ADV | 39.799.742 $ | +3.242.027 $ | +8,9 % | 36.557.715 $ | -522.102 $ | -1,4 % | 37.079.817 $ | +1.472.600 $ | +4,1 % | |||
| Affiance Financial, LLC | 39.112.280 $ | +4.623.560 $ | +13,4 % | 34.488.720 $ | +6.536.805 $ | +23,4 % | 27.951.915 $ | +2.983.145 $ | +11,9 % | |||
| Bull Oak Capital, LLC | 38.924.289 $ | +4.350.248 $ | +12,6 % | 34.574.041 $ | +2.236.935 $ | +6,9 % | 32.337.106 $ | +1.208.035 $ | +3,9 % | |||
| Stratos Wealth Partners, LTD. | 38.390.916 $ | +2.629.257 $ | +7,4 % | 35.761.659 $ | +3.514.727 $ | +10,9 % | 32.246.932 $ | -510.722 $ | -1,6 % | |||
| Cranbrook Wealth Management, LLC | 38.250.684 $ | +2.460.956 $ | +6,9 % | 35.789.728 $ | -335.449 $ | -0,9 % | 36.125.177 $ | +923.973 $ | +2,6 % | |||
| Pinnacle Financial Partners, Inc. | 37.784.135 $ | +3.620.801 $ | +10,6 % | 34.163.334 $ | +5.249.523 $ | +18,2 % | 28.913.811 $ | |||||
| Ritter Daniher Financial Advisory LLC / DE | 37.558.851 $ | +2.688.599 $ | +7,7 % | 34.870.252 $ | +806.660 $ | +2,4 % | 34.063.592 $ | +726.727 $ | +2,2 % | |||
| Bare Financial Services, Inc | 37.414.774 $ | +2.994.984 $ | +8,7 % | 34.419.790 $ | +1.441.691 $ | +4,4 % | 32.978.099 $ | +1.492.960 $ | +4,7 % | |||
| Dynamic Advisor Solutions LLC | 37.375.623 $ | +5.174.115 $ | +16,1 % | 32.201.508 $ | +1.377.673 $ | +4,5 % | 30.823.835 $ | +3.372 $ | +0,0 % | |||
| BRANDYWINE OAK PRIVATE WEALTH LLC | 37.169.278 $ | +3.205.425 $ | +9,4 % | 33.963.853 $ | +2.490.021 $ | +7,9 % | 31.473.832 $ | +1.998.327 $ | +6,8 % | |||
| Grove Bank & Trust | 37.050.234 $ | +608.102 $ | +1,7 % | 36.442.132 $ | +6.141.542 $ | +20,3 % | 30.300.590 $ | +1.275.932 $ | +4,4 % | 29.024.658 $ | +1.335.708 $ | +4,8 % |
| Geneos Wealth Management Inc. | 37.016.734 $ | +2.426.716 $ | +7,0 % | 34.590.018 $ | +12.411.210 $ | +56,0 % | 22.178.808 $ | +1.688.388 $ | +8,2 % | |||
| Purpose Unlimited Inc. | 36.609.337 $ | +3.624.459 $ | +11,0 % | 32.984.878 $ | +1.677.697 $ | +5,4 % | 31.307.181 $ | |||||
| CFO4Life Group, LLC | 36.299.895 $ | +1.971.376 $ | +5,7 % | 34.328.519 $ | -157.053 $ | -0,5 % | 34.485.572 $ | +832.997 $ | +2,5 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 36.162.160 $ | +3.633.464 $ | +11,2 % | 32.528.696 $ | +16.859.341 $ | +107,6 % | 15.669.355 $ | +1.405.281 $ | +9,9 % | |||
| HILLMAN CO | 22.646.175 $ | -13.423.421 $ | -37,2 % | 36.069.596 $ | +15.092.926 $ | +72,0 % | 20.976.670 $ | +504.134 $ | +2,5 % | |||
| Venture Visionary Partners LLC | 35.823.274 $ | +2.205.654 $ | +6,6 % | 33.617.620 $ | +8.632.109 $ | +34,5 % | 24.985.511 $ | +591.472 $ | +2,4 % | 24.394.039 $ | +363.887 $ | +1,5 % |
| Strategies Wealth Advisors, LLC | 27.929.084 $ | -2.076.305 $ | -6,9 % | 30.005.389 $ | -5.677.174 $ | -15,9 % | 35.682.563 $ | -1.298.930 $ | -3,5 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 35.505.398 $ | +2.105.079 $ | +6,3 % | 33.400.319 $ | +5.316.285 $ | +18,9 % | 28.084.034 $ | +2.896.958 $ | +11,5 % | |||
| Iowa State Bank | 35.408.962 $ | +1.323.562 $ | +3,9 % | 34.085.400 $ | +2.813.622 $ | +9,0 % | 31.271.778 $ | +2.298.994 $ | +7,9 % | 28.972.784 $ | +861.234 $ | +3,1 % |
| AMERICAN CENTURY COMPANIES INC | 32.721.304 $ | -2.413.389 $ | -6,9 % | 35.134.693 $ | +4.794.871 $ | +15,8 % | 30.339.822 $ | +1.422.750 $ | +4,9 % | |||
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 25.004.755 $ | -5.221.582 $ | -17,3 % | 30.226.337 $ | -4.884.298 $ | -13,9 % | 35.110.635 $ | +3.189.488 $ | +10,0 % | |||
| Urban Financial Advisory Corp | 35.032.759 $ | +22.762.407 $ | +185,5 % | 12.270.352 $ | +1.682.876 $ | +15,9 % | 10.587.476 $ | +1.134.802 $ | +12,0 % | |||
| NewEdge Wealth, LLC | 35.006.920 $ | +2.678.895 $ | +8,3 % | 32.328.025 $ | +2.523.524 $ | +8,5 % | 29.804.501 $ | +466.748 $ | +1,6 % | |||
| Beacon Bank & Trust | 34.849.154 $ | +1.699.966 $ | +5,1 % | 33.149.188 $ | -23.026 $ | -0,1 % | 33.172.214 $ | +1.697.047 $ | +5,4 % | |||
| Shoker Investment Counsel, Inc. | 34.773.345 $ | +3.749.473 $ | +12,1 % | 31.023.872 $ | +151.646 $ | +0,5 % | 30.872.226 $ | +942.166 $ | +3,1 % | |||
| Portland Global Advisors LLC | 34.624.162 $ | +2.735.105 $ | +8,6 % | 31.889.057 $ | +1.168.090 $ | +3,8 % | 30.720.967 $ | +1.678.038 $ | +5,8 % | |||
| Financial Engines Advisors L.L.C. | 34.482.467 $ | +1.928.508 $ | +5,9 % | 32.553.959 $ | -1.014.285 $ | -3,0 % | 33.568.244 $ | +77.787 $ | +0,2 % | |||
| Tennessee Valley Asset Management Partners | 34.190.256 $ | +2.944.389 $ | +9,4 % | 31.245.867 $ | -2.831.128 $ | -8,3 % | 34.076.995 $ | +1.853.605 $ | +5,8 % | |||
| SIMON QUICK ADVISORS, LLC | 33.561.097 $ | +1.721.742 $ | +5,4 % | 31.839.355 $ | -1.711.330 $ | -5,1 % | 33.550.685 $ | +556.733 $ | +1,7 % | |||
| Liquid Strategies, LLC | 33.546.484 $ | +7.086.828 $ | +26,8 % | 26.459.656 $ | +3.052.536 $ | +13,0 % | 23.407.120 $ | +1.933.487 $ | +9,0 % | |||
| Ironsides Asset Advisors, LLC | 33.453.154 $ | +2.427.945 $ | +7,8 % | 31.025.209 $ | +366.696 $ | +1,2 % | 30.658.513 $ | -2.066.003 $ | -6,3 % | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 33.377.346 $ | +3.898.473 $ | +13,2 % | 29.478.873 $ | +2.444.198 $ | +9,0 % | 27.034.675 $ | +5.754.694 $ | +27,0 % | |||
| Ancora Advisors LLC | 33.349.182 $ | |||||||||||
| Long Run Wealth Advisors, LLC | 33.255.681 $ | +2.406.061 $ | +7,8 % | |||||||||
| Marion Wealth Management | 33.195.342 $ | +2.507.567 $ | +8,2 % | 30.687.775 $ | -1.505.202 $ | -4,7 % | 32.192.977 $ | +2.218.023 $ | +7,4 % | |||
| JFS WEALTH ADVISORS, LLC | 33.092.386 $ | +1.930.927 $ | +6,2 % | 31.161.459 $ | +1.539.035 $ | +5,2 % | 29.622.424 $ | +973.169 $ | +3,4 % | |||
| New Perspectives, Inc | 33.080.292 $ | +3.457.156 $ | +11,7 % | 29.623.136 $ | +1.396.806 $ | +4,9 % | 28.226.330 $ | +1.270.328 $ | +4,7 % | |||
| MTC Wealth Management LLC | 33.061.865 $ | +1.608.494 $ | +5,1 % | 31.453.371 $ | +9.557.241 $ | +43,6 % | 21.896.130 $ | +101.558 $ | +0,5 % | |||
| Coastline Trust Co | 33.048.578 $ | +1.029.797 $ | +3,2 % | 32.018.781 $ | +2.760.481 $ | +9,4 % | 29.258.300 $ | +3.821.781 $ | +15,0 % | 25.436.519 $ | +6.395.518 $ | +33,6 % |
| OLD NATIONAL BANCORP /IN/ | 33.011.623 $ | +2.851.011 $ | +9,5 % | 30.160.612 $ | -2.111.993 $ | -6,5 % | 32.272.605 $ | -1.769.213 $ | -5,2 % | |||
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 12.066.722 $ | -8.706.786 $ | -41,9 % | 20.773.508 $ | -12.201.180 $ | -37,0 % | 32.974.688 $ | +21.676.949 $ | +191,9 % | |||
| Perigon Wealth Management, LLC | 32.640.727 $ | +9.381.568 $ | +40,3 % | 23.259.159 $ | ||||||||
| iA Global Asset Management Inc. | 30.321.000 $ | -139.000 $ | -0,5 % | 30.460.000 $ | -1.613.000 $ | -5,0 % | 32.073.000 $ | +4.726.000 $ | +17,3 % | |||
| Towercrest Capital Management | 32.030.984 $ | +5.380.499 $ | +20,2 % | 26.650.485 $ | +1.242.144 $ | +4,9 % | 25.408.341 $ | +1.361.415 $ | +5,7 % | |||
| Tull Financial Group, Inc. | 31.871.036 $ | +2.904.840 $ | +10,0 % | 28.966.196 $ | -816.584 $ | -2,7 % | 29.782.780 $ | +1.554.169 $ | +5,5 % | |||
| Empowered Funds, LLC | 31.789.501 $ | +1.716.974 $ | +5,7 % | 30.072.527 $ | +9.262.162 $ | +44,5 % | 20.810.365 $ | +4.197.892 $ | +25,3 % | |||
| ELEMENT POINTE ADVISORS, LLC | 31.750.192 $ | +3.039.146 $ | +10,6 % | 28.711.046 $ | +4.507.643 $ | +18,6 % | 24.203.403 $ | +13.924.047 $ | +135,5 % | |||
| Sovereign Investment Advisors, LLC | 31.527.486 $ | +2.446.747 $ | +8,4 % | 29.080.739 $ | +343.714 $ | +1,2 % | 28.737.025 $ | +4.071.911 $ | +16,5 % | |||
| Conrad N. Hilton Foundation | 31.000.828 $ | +1.941.965 $ | +6,7 % | 29.058.863 $ | ||||||||
| Community Bank, N.A. | 30.898.132 $ | +472.493 $ | +1,6 % | 30.425.639 $ | +460.681 $ | +1,5 % | 29.964.958 $ | +598.367 $ | +2,0 % | |||
| Allen Investment Management, LLC | 14.859.398 $ | -16.033.212 $ | -51,9 % | 30.892.610 $ | +393.827 $ | +1,3 % | 30.498.783 $ | +743.291 $ | +2,5 % | |||
| RH Tailwind Management, LLC | 30.854.700 $ | |||||||||||
| Dean, Jacobson Financial Services, LLC | 30.837.755 $ | +1.667.124 $ | +5,7 % | 29.170.631 $ | +564.917 $ | +2,0 % | 28.605.714 $ | +887.864 $ | +3,2 % | |||
| Spire Wealth Management | 30.820.179 $ | +2.171.656 $ | +7,6 % | 28.648.523 $ | +762.202 $ | +2,7 % | 27.886.321 $ | +1.917.976 $ | +7,4 % | |||
| PEAPACK GLADSTONE FINANCIAL CORP | 30.793.000 $ | +2.873.000 $ | +10,3 % | 27.920.000 $ | +3.344.000 $ | +13,6 % | 24.576.000 $ | +678.000 $ | +2,8 % | |||
| WASHINGTON TRUST Co | 30.776.859 $ | +2.115.152 $ | +7,4 % | 28.661.707 $ | +2.103.090 $ | +7,9 % | 26.558.617 $ | +655.398 $ | +2,5 % | |||
| MV CAPITAL MANAGEMENT, INC. | 30.763.125 $ | +4.783.001 $ | +18,4 % | 25.980.124 $ | +13.711.568 $ | +111,8 % | 12.268.556 $ | +3.851.260 $ | +45,8 % | |||
| GHP Investment Advisors, Inc. | 30.626.533 $ | +2.606.209 $ | +9,3 % | 28.020.324 $ | +572.478 $ | +2,1 % | 27.447.846 $ | +964.512 $ | +3,6 % | |||
| MBL Wealth, LLC | 30.534.008 $ | +2.210.838 $ | +7,8 % | 28.323.170 $ | +816.502 $ | +3,0 % | 27.506.668 $ | +991.800 $ | +3,7 % | |||
| RPTC Inc. | 30.508.753 $ | +2.308.930 $ | +8,2 % | 28.199.823 $ | -121.155 $ | -0,4 % | 28.320.978 $ | +1.126.358 $ | +4,1 % | |||
| Montis Financial, LLC | 27.694.992 $ | +1.268.071 $ | +4,8 % | 26.426.921 $ | -3.927.314 $ | -12,9 % | 30.354.235 $ | +121.166 $ | +0,4 % | |||
| Capital Investment Advisors, LLC | 30.054.967 $ | +1.926.502 $ | +6,8 % | 28.128.465 $ | -445.773 $ | -1,6 % | 28.574.238 $ | +25.157.388 $ | +736,3 % | |||
| Twele Capital Management, Inc. | 29.468.104 $ | +2.334.090 $ | +8,6 % | 27.134.014 $ | +426.536 $ | +1,6 % | 26.707.478 $ | +814.300 $ | +3,1 % | |||
| Horizon Investments, LLC | 13.467.019 $ | -15.970.258 $ | -54,3 % | 29.437.277 $ | +18.732.494 $ | +175,0 % | 10.704.783 $ | -3.417.610 $ | -24,2 % | |||
| Vise Technologies, Inc. | 28.973.140 $ | +11.988.350 $ | +70,6 % | 16.984.790 $ | +0 $ | +0,0 % | 16.984.790 $ | +8.899.818 $ | +110,1 % | |||
| Salus Financial Advisors, LLC | 28.842.491 $ | +4.789.959 $ | +19,9 % | 24.052.532 $ | +2.307.744 $ | +10,6 % | 21.744.788 $ | +1.334.821 $ | +6,5 % | |||
| Trek Financial, LLC | 16.747.206 $ | -11.642.041 $ | -41,0 % | 28.389.247 $ | +9.476.744 $ | +50,1 % | 18.912.503 $ | -7.304.461 $ | -27,9 % | |||
| DT Investment Partners, LLC | 28.384.392 $ | +2.001.549 $ | +7,6 % | 26.382.843 $ | +2.159.980 $ | +8,9 % | 24.222.863 $ | -1.463.587 $ | -5,7 % | |||
| Marble Wealth, LLC | 23.112.020 $ | +2.443.487 $ | +11,8 % | 20.668.533 $ | -7.565.328 $ | -26,8 % | 28.233.861 $ | |||||
| West Financial Advisors, LLC | 28.014.478 $ | +2.125.613 $ | +8,2 % | 25.888.865 $ | +40.382 $ | +0,2 % | 25.848.483 $ | |||||
| ENCOMPASS WEALTH ADVISORS, LLC | 27.952.348 $ | +2.771.616 $ | +11,0 % | 25.180.732 $ | +628.210 $ | +2,6 % | 24.552.522 $ | +1.524.664 $ | +6,6 % | |||
| EP Wealth Advisors, LLC | 26.404.955 $ | +1.644.432 $ | +6,6 % | 24.760.523 $ | -3.188.419 $ | -11,4 % | 27.948.942 $ | |||||
| Quantinno Capital Management LP | 27.741.278 $ | +5.869.030 $ | +26,8 % | 21.872.248 $ | +4.937.007 $ | +29,2 % | 16.935.241 $ | +8.317.948 $ | +96,5 % | |||
| Tarbox Family Office, Inc. | 27.614.411 $ | +1.165.678 $ | +4,4 % | 26.448.733 $ | -276.086 $ | -1,0 % | 26.724.819 $ | -5.383.351 $ | -16,8 % | |||
| Northwest & Ethical Investments L.P. | 27.512.745 $ | +27.483.305 $ | +93.353,6 % | 29.440 $ | -39.980 $ | -57,6 % | ||||||
| Great Diamond Partners, LLC | 27.439.923 $ | +1.875.699 $ | +7,3 % | 25.564.224 $ | -242.928 $ | -0,9 % | 25.807.152 $ | -8.592.028 $ | -25,0 % | |||
| ASSOCIATED BANC-CORP | 27.368.743 $ | +1.981.687 $ | +7,8 % | 25.387.056 $ | +1.809.337 $ | +7,7 % | 23.577.719 $ | +2.116.398 $ | +9,9 % | |||
| Atlantic Edge Private Wealth Management, LLC | 27.270.689 $ | +935.874 $ | +3,6 % | 26.334.815 $ | +879.306 $ | +3,5 % | 25.455.509 $ | +2.138.884 $ | +9,2 % | |||
| RWA WEALTH PARTNERS, LLC | 27.065.581 $ | +13.683.413 $ | +102,3 % | 13.382.168 $ | -3.166.030 $ | -19,1 % | 16.548.198 $ | +9.123.352 $ | +122,9 % | |||
| CIBC Bancorp USA Inc. | 26.935.572 $ | +7.123.115 $ | +36,0 % | 19.812.457 $ | ||||||||
| Neumann Capital Management, LLC | 26.931.177 $ | +1.046.390 $ | +4,0 % | 25.884.787 $ | +670.025 $ | +2,7 % | ||||||
| NICOLET BANKSHARES INC | 26.900.577 $ | +1.811.920 $ | +7,2 % | 25.088.657 $ | +24.763.559 $ | +7.617,3 % | 325.098 $ | +47.452 $ | +17,1 % | |||
| PRIVATE CLIENT SERVICES, LLC | 26.814.552 $ | +2.717.315 $ | +11,3 % | 24.097.237 $ | +3.115.156 $ | +14,8 % | 20.982.081 $ | +973.596 $ | +4,9 % | 20.008.485 $ | +3.908.117 $ | +24,3 % |
| Pine Ridge Advisers LLC | 26.646.615 $ | +1.669.207 $ | +6,7 % | 24.977.408 $ | +295.215 $ | +1,2 % | 24.682.193 $ | +593.189 $ | +2,5 % | |||
| Rialto Wealth Management, LLC | 26.358.903 $ | +3.296.473 $ | +14,3 % | 23.062.430 $ | +1.939.758 $ | +9,2 % | 21.122.672 $ | +1.995.247 $ | +10,4 % | |||
| WEST PACES ADVISORS INC. | 26.130.805 $ | +2.097.277 $ | +8,7 % | 24.033.528 $ | +687.613 $ | +2,9 % | 23.345.915 $ | +1.121.956 $ | +5,0 % | |||
| IFG Advisory, LLC | 25.800.116 $ | +1.013.685 $ | +4,1 % | 24.786.431 $ | +3.350.320 $ | +15,6 % | ||||||
| NorthLanding Financial Partners, LLC | 25.765.948 $ | +2.368.574 $ | +10,1 % | 23.397.374 $ | -16.944 $ | -0,1 % | 23.414.318 $ | +1.309.037 $ | +5,9 % | |||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 25.698.705 $ | +911.060 $ | +3,7 % | 24.787.645 $ | -106.377 $ | -0,4 % | 24.894.022 $ | +1.256.918 $ | +5,3 % | |||
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 15.506.018 $ | +303.225 $ | +2,0 % | 15.202.793 $ | -10.449.862 $ | -40,7 % | 25.652.655 $ | +5.290.217 $ | +26,0 % | |||
| 10Elms LLP | 25.639.149 $ | +8.427.906 $ | +49,0 % | 17.211.243 $ | +6.191.703 $ | +56,2 % | 11.019.540 $ | +404.089 $ | +3,8 % | |||
| S. R. Schill & Associates | 25.629.891 $ | +3.396.110 $ | +15,3 % | 22.233.781 $ | -229.601 $ | -1,0 % | 22.463.382 $ | -142.681 $ | -0,6 % | |||
| IEQ CAPITAL, LLC | 25.242.611 $ | +964.449 $ | +4,0 % | 24.278.162 $ | +2.126.081 $ | +9,6 % | 22.152.081 $ | +304.038 $ | +1,4 % | |||
| Broadview Financial Management, LLC | 25.158.718 $ | +1.789.363 $ | +7,7 % | 23.369.355 $ | -201.756 $ | -0,9 % | 23.571.111 $ | +195.882 $ | +0,8 % | |||
| BECKER CAPITAL MANAGEMENT INC | 25.078.156 $ | +2.177.415 $ | +9,5 % | 22.900.741 $ | +2.663.457 $ | +13,2 % | 20.237.284 $ | +2.773.013 $ | +15,9 % | |||
| WLTH Capital Management, LLC | 25.049.953 $ | +6.135.580 $ | +32,4 % | 18.914.373 $ | -778.984 $ | -4,0 % | 19.693.357 $ | |||||
| MONEY CONCEPTS CAPITAL CORP | 25.035.954 $ | +2.725.380 $ | +12,2 % | 22.310.574 $ | +1.048.341 $ | +4,9 % | 21.262.233 $ | +2.830.928 $ | +15,4 % | |||
| INSPIRE TRUST CO, N.A. | 25.014.220 $ | +1.566.950 $ | +6,7 % | 23.447.270 $ | +2.673.674 $ | +12,9 % | 20.773.596 $ | +3.311.596 $ | +19,0 % | |||
| Gallagher Fiduciary Advisors, LLC | 24.843.463 $ | +4.994.431 $ | +25,2 % | 19.849.032 $ | +1.416.175 $ | +7,7 % | 18.432.857 $ | +1.254.033 $ | +7,3 % | |||
| Apollon Wealth Management, LLC | 24.773.724 $ | +2.383.501 $ | +10,6 % | 22.390.223 $ | -1.063.459 $ | -4,5 % | 23.453.682 $ | +1.296.747 $ | +5,9 % | |||
| Legacy Wealth Partners, LLC | 23.853.786 $ | -905.525 $ | -3,7 % | 24.759.311 $ | +354.365 $ | +1,5 % | 24.404.946 $ | |||||
| LAZARD ASSET MANAGEMENT LLC | 24.679.763 $ | +951.941 $ | +4,0 % | 23.727.822 $ | +531.023 $ | +2,3 % | 23.196.799 $ | +1.547.673 $ | +7,1 % | |||
| LCNB CORP | 24.655.425 $ | +1.793.613 $ | +7,8 % | 22.861.812 $ | +2.053.147 $ | +9,9 % | 20.808.665 $ | +794.157 $ | +4,0 % | |||
| Hudson Capital Management LLC | 24.624.570 $ | +1.396.263 $ | +6,0 % | 23.228.307 $ | +1.422.403 $ | +6,5 % | 21.805.904 $ | +395.538 $ | +1,8 % | |||
| Martel Wealth Advisors LLC | 24.605.783 $ | +1.134.975 $ | +4,8 % | 23.470.808 $ | -603.683 $ | -2,5 % | 24.074.491 $ | +146.400 $ | +0,6 % | |||
| NEPC LLC | 24.452.897 $ | +1.533.417 $ | +6,7 % | 22.919.480 $ | +698.958 $ | +3,1 % | 22.220.522 $ | +4.923.276 $ | +28,5 % | |||
| WCG Wealth Advisors LLC | 24.433.696 $ | +1.772.367 $ | +7,8 % | 22.661.329 $ | +1.011.617 $ | +4,7 % | 21.649.712 $ | +5.166.673 $ | +31,3 % | |||
| FIRST MANHATTAN CO. LLC. | 24.315.174 $ | +7.695.948 $ | +46,3 % | 16.619.226 $ | +4.956.655 $ | +42,5 % | 11.662.571 $ | +10.327.923 $ | +773,8 % | |||
| Arax Advisory Partners | 24.258.440 $ | +19.462.830 $ | +405,8 % | 4.795.610 $ | -990.721 $ | -17,1 % | 5.786.331 $ | |||||
| Select Equity Group, L.P. | 24.191.058 $ | |||||||||||
| INSTRUMENTAL WEALTH, LLC | 24.115.042 $ | +2.739.754 $ | +12,8 % | 21.375.288 $ | -1.223.330 $ | -5,4 % | 22.598.618 $ | +12.767.098 $ | +129,9 % | |||
| Compound Planning, Inc. | 24.108.151 $ | +1.735.761 $ | +7,8 % | 22.372.390 $ | +3.624.490 $ | +19,3 % | 18.747.900 $ | +758.346 $ | +4,2 % | |||
| MidWestOne Financial Group, Inc. | 23.998.718 $ | +1.234.818 $ | +5,4 % | |||||||||
| Astra Wealth Partners LLC | 23.987.045 $ | +2.545.149 $ | +11,9 % | 21.441.896 $ | +1.599.264 $ | +8,1 % | 19.842.632 $ | +1.586.590 $ | +8,7 % | |||
| HIGHLINE WEALTH PARTNERS LLC | 23.930.475 $ | +4.238.447 $ | +21,5 % | 19.692.028 $ | +2.702.461 $ | +15,9 % | 16.989.567 $ | +1.296.557 $ | +8,3 % | |||
| Ashton Thomas Private Wealth, LLC | 23.918.293 $ | +1.589.369 $ | +7,1 % | 22.328.924 $ | +396.831 $ | +1,8 % | 21.932.093 $ | +1.272.154 $ | +6,2 % | |||
| MYCIO WEALTH PARTNERS, LLC | 23.895.945 $ | +1.756.849 $ | +7,9 % | 22.139.096 $ | +881.626 $ | +4,1 % | 21.257.470 $ | +826.403 $ | +4,0 % | |||
| Sowell Financial Services LLC | 23.780.250 $ | +1.727.011 $ | +7,8 % | 22.053.239 $ | +692.037 $ | +3,2 % | 21.361.202 $ | +1.003.424 $ | +4,9 % | |||
| Mann Financial Group, Inc. | 23.668.088 $ | +1.587.368 $ | +7,2 % | 22.080.720 $ | +980.505 $ | +4,6 % | 21.100.215 $ | +662.341 $ | +3,2 % | |||
| One Capital Management, LLC | 23.429.415 $ | +0 $ | +0,0 % | 23.429.415 $ | +9.062.249 $ | +63,1 % | 14.367.166 $ | +9.433.472 $ | +191,2 % | |||
| Guidance Point Advisors, LLC | 23.265.133 $ | +1.992.159 $ | +9,4 % | 21.272.974 $ | +301.909 $ | +1,4 % | 20.971.065 $ | +1.503.640 $ | +7,7 % | |||
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 21.253.264 $ | +1.318.344 $ | +6,6 % | 19.934.920 $ | -3.273.180 $ | -14,1 % | 23.208.100 $ | +791.766 $ | +3,5 % | |||
| Texas Yale Capital Corp. | 23.194.032 $ | +1.627.830 $ | +7,5 % | 21.566.202 $ | +429.165 $ | +2,0 % | 21.137.037 $ | +916.422 $ | +4,5 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.831.768 $ | +1.383.961 $ | +21,5 % | 6.447.807 $ | -16.744.340 $ | -72,2 % | 23.192.147 $ | +8.074.655 $ | +53,4 % | |||
| ROGCO, LP | 23.119.224 $ | +1.674.297 $ | +7,8 % | 21.444.927 $ | +280.659 $ | +1,3 % | 21.164.268 $ | +1.155.261 $ | +5,8 % | |||
| SIGMA INVESTMENT COUNSELORS INC | 22.855.142 $ | +294.303 $ | +1,3 % | 22.560.839 $ | +24.806 $ | +0,1 % | 22.536.033 $ | +504.703 $ | +2,3 % | |||
| Strategic Point Investment Advisors, LLC | 22.752.167 $ | +1.765.779 $ | +8,4 % | 20.986.388 $ | +668.863 $ | +3,3 % | 20.317.525 $ | +627.204 $ | +3,2 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 22.736.488 $ | +1.784.980 $ | +8,5 % | 20.951.508 $ | -89.043 $ | -0,4 % | 21.040.551 $ | +10.056.856 $ | +91,6 % | |||
| IFP Advisors, Inc | 22.717.416 $ | +2.565.600 $ | +12,7 % | 20.151.816 $ | +2.303.383 $ | +12,9 % | 17.848.433 $ | +2.231.198 $ | +14,3 % | |||
| Wick Capital Partners, LLC | 22.393.694 $ | +5.439.617 $ | +32,1 % | 16.954.077 $ | +304.454 $ | +1,8 % | 16.649.623 $ | +1.552.031 $ | +10,3 % | |||
| Gladstone Institutional Advisory LLC | 22.299.224 $ | +1.975.954 $ | +9,7 % | 20.323.270 $ | +5.823.116 $ | +40,2 % | 14.500.154 $ | +531.515 $ | +3,8 % | |||
| TORONTO DOMINION BANK | 22.258.965 $ | +18.031.965 $ | +426,6 % | 4.227.000 $ | -405.000 $ | -8,7 % | 4.632.000 $ | +128.000 $ | +2,8 % | |||
| Nicht ausgewiesen | 22.194.180 $ | +1.277.042 $ | +6,1 % | 20.917.138 $ | +3.453.472 $ | +19,8 % | 17.463.666 $ | +658.063 $ | +3,9 % | |||
| SOUTHERN CAPITAL ADVISORS, LLC | 22.160.712 $ | +3.042.179 $ | +15,9 % | 19.118.533 $ | +2.986.974 $ | +18,5 % | 16.131.559 $ | +1.383.959 $ | +9,4 % | |||
| WealthPlan Investment Management, LLC | 21.988.248 $ | +4.662.400 $ | +26,9 % | 17.325.848 $ | +7.781.325 $ | +81,5 % | 9.544.523 $ | +4.219.923 $ | +79,3 % | |||
| Petix & Botte Co | 21.962.479 $ | +2.666.455 $ | +13,8 % | 19.296.024 $ | +1.920.279 $ | +11,1 % | 17.375.745 $ | +2.578.963 $ | +17,4 % | |||
| Caprock Group, LLC | 21.930.765 $ | +5.218.049 $ | +31,2 % | 16.712.716 $ | +4.999 $ | +0,0 % | 16.707.717 $ | -1.428.631 $ | -7,9 % | |||
| Conservest Capital Advisors, Inc. | 21.928.592 $ | +1.761.153 $ | +8,7 % | 20.167.439 $ | +95.001 $ | +0,5 % | 20.072.438 $ | +570.970 $ | +2,9 % | |||
| Cassilly Financial Group LLC | 21.907.762 $ | +5.127.205 $ | +30,6 % | 16.780.557 $ | +1.864.177 $ | +12,5 % | 14.916.380 $ | +783.466 $ | +5,5 % | 14.132.914 $ | ||
| LPWM LLC | 21.889.312 $ | +2.516.364 $ | +13,0 % | 19.372.948 $ | +1.821.630 $ | +10,4 % | 17.551.318 $ | +861.017 $ | +5,2 % | |||
| Integrated Advisors Network LLC | 20.231.663 $ | +2.083.255 $ | +11,5 % | 18.148.408 $ | -3.653.307 $ | -16,8 % | 21.801.715 $ | +815.774 $ | +3,9 % | |||
| Columbia Bank | 21.796.078 $ | +5.973.154 $ | +37,8 % | 15.822.924 $ | +1.674.199 $ | +11,8 % | 14.148.725 $ | +774.620 $ | +5,8 % | |||
| St. Clair Advisors, LLC | 21.770.740 $ | +9.145.512 $ | +72,4 % | 12.625.228 $ | +5.929.768 $ | +88,6 % | 6.695.460 $ | +215.487 $ | +3,3 % | |||
| Shelter Ins Retirement Plan | 21.659.224 $ | +1.356.785 $ | +6,7 % | 20.302.439 $ | +239.960 $ | +1,2 % | 20.062.479 $ | +482.164 $ | +2,5 % | |||
| Wealth Architects, LLC | 21.536.649 $ | +1.067.507 $ | +5,2 % | 20.469.142 $ | -271.659 $ | -1,3 % | 20.740.801 $ | +337.925 $ | +1,7 % | |||
| HARBOR CAPITAL ADVISORS, INC. | 14.109.000 $ | +2.152.000 $ | +18,0 % | 11.957.000 $ | -9.493.000 $ | -44,3 % | 21.450.000 $ | |||||
| HB Wealth Management, LLC | 21.435.620 $ | +1.816.230 $ | +9,3 % | 19.619.390 $ | +704.504 $ | +3,7 % | 18.914.886 $ | +3.026.221 $ | +19,0 % | |||
| RATIONAL ADVISORS, INC. | 8.864.499 $ | -12.519.592 $ | -58,5 % | 21.384.091 $ | +5.519.970 $ | +34,8 % | 15.864.121 $ | +3.625.005 $ | +29,6 % | |||
| Single Point Partners, LLC | 21.220.289 $ | +1.717.285 $ | +8,8 % | 19.503.004 $ | +119.135 $ | +0,6 % | 19.383.869 $ | +978.177 $ | +5,3 % | |||
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11.945.690 $ | -9.255.078 $ | -43,7 % | 21.200.768 $ | +6.618.788 $ | +45,4 % | 14.581.980 $ | +6.480.834 $ | +80,0 % | |||
| Global Wealth Management Investment Advisory, Inc. | 21.105.485 $ | +2.117.641 $ | +11,2 % | 18.987.844 $ | +1.021.845 $ | +5,7 % | 17.965.999 $ | +1.409.653 $ | +8,5 % | |||
| First Citizens Asset Management, Inc. | 20.490.461 $ | -523.589 $ | -2,5 % | 21.014.050 $ | +386.318 $ | +1,9 % | 20.627.732 $ | +338.852 $ | +1,7 % | |||
| LINCOLN CAPITAL CORP | 20.995.201 $ | +1.592.650 $ | +8,2 % | 19.402.551 $ | +390.262 $ | +2,1 % | 19.012.289 $ | +821.160 $ | +4,5 % | |||
| ERn Financial, LLC | 20.882.930 $ | +1.921.487 $ | +10,1 % | 18.961.443 $ | +1.252.274 $ | +7,1 % | 17.709.169 $ | +2.422.018 $ | +15,8 % | |||
| Argent Advisors, Inc. | 20.869.764 $ | +1.719.157 $ | +9,0 % | 19.150.607 $ | +549.565 $ | +3,0 % | 18.601.042 $ | +487.133 $ | +2,7 % | |||
| Coastal Bridge Advisors, LLC | 20.808.460 $ | +5.037.999 $ | +31,9 % | 15.770.461 $ | +2.306.685 $ | +17,1 % | 13.463.776 $ | +5.862.029 $ | +77,1 % | |||
| Crescent Grove Advisors, LLC | 20.731.420 $ | +1.833.875 $ | +9,7 % | 18.897.545 $ | +301.541 $ | +1,6 % | 18.596.004 $ | +782.934 $ | +4,4 % | |||
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 3.828.433 $ | -12.462.779 $ | -76,5 % | 16.291.212 $ | -4.422.977 $ | -21,4 % | 20.714.189 $ | +7.901.269 $ | +61,7 % | |||
| Bahl & Gaynor LLC | 20.699.605 $ | |||||||||||
| Core Wealth Advisors, Inc. | 20.698.457 $ | +1.640.048 $ | +8,6 % | 19.058.409 $ | +561.090 $ | +3,0 % | 18.497.319 $ | +556.972 $ | +3,1 % | |||
| HIGHLAND CAPITAL MANAGEMENT, LLC | 13.751.930 $ | +970.090 $ | +7,6 % | 12.781.840 $ | -7.868.905 $ | -38,1 % | 20.650.745 $ | +373.671 $ | +1,8 % | |||
| McAdam, LLC | 20.141.518 $ | -429.856 $ | -2,1 % | 20.571.374 $ | +345.851 $ | +1,7 % | 20.225.523 $ | +857.579 $ | +4,4 % | |||
| Fairway Wealth LLC | 20.435.828 $ | +1.651.861 $ | +8,8 % | 18.783.967 $ | -593.479 $ | -3,1 % | 19.377.446 $ | +745.719 $ | +4,0 % | |||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 20.285.921 $ | +1.811.741 $ | +9,8 % | 18.474.180 $ | -155.104 $ | -0,8 % | 18.629.284 $ | +1.942.969 $ | +11,6 % | |||
| Waterway Wealth Management, LLC | 19.883.398 $ | -352.082 $ | -1,7 % | 20.235.480 $ | +171.852 $ | +0,9 % | 20.063.628 $ | +1.961.165 $ | +10,8 % | |||
| CIBC Asset Management Inc | 20.142.049 $ | |||||||||||
| Ullmann Wealth Partners Group, LLC | 19.943.838 $ | +1.012.984 $ | +5,4 % | 18.930.854 $ | -441.807 $ | -2,3 % | 19.372.661 $ | +4.189 $ | +0,0 % | |||
| Enclave Advisors LLC | 19.928.664 $ | +2.156.223 $ | +12,1 % | 17.772.441 $ | +4.207.873 $ | +31,0 % | 13.564.568 $ | +2.792.025 $ | +25,9 % | |||
| WBH ADVISORY INC | 19.250.554 $ | -658.462 $ | -3,3 % | 19.909.016 $ | +1.659.714 $ | +9,1 % | 18.249.302 $ | +1.228.371 $ | +7,2 % | |||
| Summit Trail Advisors, LLC | 16.266.485 $ | +1.326.321 $ | +8,9 % | 14.940.164 $ | -4.941.057 $ | -24,9 % | 19.881.221 $ | -375.347 $ | -1,9 % | |||
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1.172.288 $ | -877.130 $ | -42,8 % | 2.049.418 $ | -17.742.533 $ | -89,6 % | 19.791.951 $ | +475.661 $ | +2,5 % | |||
| MORRIS FINANCIAL CONCEPTS, INC. | 19.775.456 $ | +1.308.142 $ | +7,1 % | 18.467.314 $ | +1.006.742 $ | +5,8 % | 17.460.572 $ | +648.770 $ | +3,9 % | |||
| SkyOak Wealth, LLC | 19.706.421 $ | +2.347.344 $ | +13,5 % | 17.359.077 $ | +669.738 $ | +4,0 % | 16.689.339 $ | +1.280.762 $ | +8,3 % | |||
| James J. Burns & Company, LLC | 19.554.918 $ | +2.157.711 $ | +12,4 % | 17.397.207 $ | +635.889 $ | +3,8 % | 16.761.318 $ | +1.563.035 $ | +10,3 % | |||
| FIDUCIENT ADVISORS LLC | 6.490.556 $ | -4.663.215 $ | -41,8 % | 11.153.771 $ | -8.375.185 $ | -42,9 % | 19.528.956 $ | +9.384.014 $ | +92,5 % | |||
| Integrated Investment Consultants, LLC | 19.497.540 $ | +1.227.068 $ | +6,7 % | 18.270.472 $ | +608.763 $ | +3,4 % | 17.661.709 $ | +664.434 $ | +3,9 % | |||
| ALONGSIDE, LLC | 19.428.986 $ | +17.989.474 $ | +1.249,7 % | 1.439.512 $ | ||||||||
| GLENMEDE TRUST CO NA | 19.292.820 $ | +3.370.042 $ | +21,2 % | 15.922.778 $ | +265.848 $ | +1,7 % | 15.656.930 $ | |||||
| Advisory Services Network, LLC | 19.276.625 $ | +3.816.221 $ | +24,7 % | 15.460.404 $ | +1.263.244 $ | +8,9 % | 14.197.160 $ | +957.318 $ | +7,2 % | |||
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 19.259.018 $ | +1.206.431 $ | +6,7 % | 18.052.587 $ | +213.368 $ | +1,2 % | 17.839.219 $ | +428.732 $ | +2,5 % | |||
| Consolidated Portfolio Review Corp | 19.243.275 $ | +1.205.444 $ | +6,7 % | 18.037.831 $ | +213.194 $ | +1,2 % | 17.824.637 $ | +16.208.520 $ | +1.002,9 % | |||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 12.314.988 $ | +1.561.072 $ | +14,5 % | 10.753.916 $ | -8.377.649 $ | -43,8 % | 19.131.565 $ | +10.040.241 $ | +110,4 % | |||
| Manhattan West Asset Management, LLC | 18.764.088 $ | +1.797.570 $ | +10,6 % | 16.966.518 $ | +714.301 $ | +4,4 % | 16.252.217 $ | +13.287.044 $ | +448,1 % | |||
| FIRST MERCHANTS CORP | 18.758.057 $ | +1.778.794 $ | +10,5 % | 16.979.263 $ | +2.151.268 $ | +14,5 % | 14.827.995 $ | +553.945 $ | +3,9 % | |||
| SHRIER WEALTH MANAGEMENT, LLC | 18.737.534 $ | +1.925.985 $ | +11,5 % | 16.811.549 $ | +1.832.150 $ | +12,2 % | 14.979.399 $ | |||||
| Privatperson | 18.652.337 $ | +2.506.402 $ | +15,5 % | 16.145.935 $ | +2.181.699 $ | +15,6 % | 13.964.236 $ | +2.313.199 $ | +19,9 % | |||
| Aspect Partners, LLC | 18.506.316 $ | +2.729.839 $ | +17,3 % | 15.776.477 $ | +1.702.903 $ | +12,1 % | 14.073.574 $ | +1.978.661 $ | +16,4 % | |||
| CIBC Private Wealth Group LLC | 18.480.963 $ | +12.339.272 $ | +200,9 % | |||||||||
| LOWE BROCKENBROUGH & CO INC | 18.471.891 $ | +632.864 $ | +3,5 % | 17.839.027 $ | +153.445 $ | +0,9 % | 17.685.582 $ | +368.517 $ | +2,1 % | |||
| Randall & Associates Wealth Management | 18.354.836 $ | +3.399.551 $ | +22,7 % | 14.955.285 $ | +128.990 $ | +0,9 % | 14.826.295 $ | +264.297 $ | +1,8 % | |||
| PDS Planning, Inc | 18.185.971 $ | +1.234.973 $ | +7,3 % | 16.950.998 $ | +191.033 $ | +1,1 % | 16.759.965 $ | +386.069 $ | +2,4 % | |||
| Koesten, Hirschmann & Crabtree, INC. | 18.082.246 $ | +1.714.464 $ | +10,5 % | 16.367.782 $ | +762.421 $ | +4,9 % | 15.605.361 $ | +658.855 $ | +4,4 % | |||
| Main Management LLC | 16.764 $ | +995 $ | +6,3 % | 15.769 $ | -18.048.231 $ | -99,9 % | 18.064.000 $ | +18.046.369 $ | +102.355,9 % | |||
| Atlantic Union Bankshares Corp | 17.898.474 $ | +3.706.039 $ | +26,1 % | 14.192.435 $ | +8.574.210 $ | +152,6 % | 5.618.225 $ | +2.662.716 $ | +90,1 % | |||
| Savvy Advisors, Inc. | 17.713.436 $ | +1.389.627 $ | +8,5 % | 16.323.809 $ | +3.548.587 $ | +27,8 % | 12.775.222 $ | +5.629.837 $ | +78,8 % | |||
| GoalVest Advisory LLC | 17.622.181 $ | +1.361.876 $ | +8,4 % | 16.260.305 $ | +2.586.835 $ | +18,9 % | 13.673.470 $ | +83.244 $ | +0,6 % | 13.590.226 $ | +2.966.782 $ | +27,9 % |
| Bank Julius Baer & Co. Ltd, Zurich | 17.460.210 $ | +105.881 $ | +0,6 % | 17.354.329 $ | -179.619 $ | -1,0 % | 17.533.948 $ | +622.910 $ | +3,7 % | |||
| SageView Advisory Group, LLC | 17.511.888 $ | +845.068 $ | +5,1 % | 16.666.820 $ | +145.914 $ | +0,9 % | 16.520.906 $ | +991.295 $ | +6,4 % | |||
| SAGE RHINO CAPITAL LLC | 17.322.674 $ | +79.708 $ | +0,5 % | 17.242.966 $ | +388.266 $ | +2,3 % | 16.854.700 $ | +370.162 $ | +2,2 % | |||
| MATRIX PRIVATE CAPITAL GROUP LLC | 17.280.038 $ | +1.607.848 $ | +10,3 % | 15.672.190 $ | +1.961.200 $ | +14,3 % | ||||||
| GUIDANCE CAPITAL, INC | 17.247.361 $ | +623.333 $ | +3,7 % | 16.624.028 $ | +446.454 $ | +2,8 % | 16.177.574 $ | +686.717 $ | +4,4 % | |||
| Royal Harbor Partners, LLC | 17.236.246 $ | +844.522 $ | +5,2 % | 16.391.724 $ | +309.947 $ | +1,9 % | 16.081.777 $ | +205.589 $ | +1,3 % | |||
| EXENCIAL WEALTH ADVISORS, LLC | 16.998.331 $ | -137.126 $ | -0,8 % | 17.135.457 $ | +291.589 $ | +1,7 % | ||||||
| Certified Advisory Corp | 17.036.172 $ | +1.448.480 $ | +9,3 % | 15.587.692 $ | +2.673.638 $ | +20,7 % | 12.914.054 $ | +2.522.619 $ | +24,3 % | |||
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 17.022.041 $ | +3.767.310 $ | +28,4 % | 13.254.731 $ | +814.818 $ | +6,6 % | 12.439.913 $ | +139.700 $ | +1,1 % | |||
| Next Capital Management LLC | 17.003.926 $ | +2.541.749 $ | +17,6 % | 14.462.177 $ | +1.396.053 $ | +10,7 % | 13.066.124 $ | +1.326.721 $ | +11,3 % | |||
| TECTONIC ADVISORS LLC | 16.837.937 $ | +1.965.071 $ | +13,2 % | 14.872.866 $ | +426.274 $ | +3,0 % | 14.446.592 $ | +1.154.839 $ | +8,7 % | |||
| Trajan Wealth LLC | 16.827.723 $ | +1.079.514 $ | +6,9 % | 15.748.209 $ | -214.981 $ | -1,3 % | 15.963.190 $ | +269.573 $ | +1,7 % | |||
| Field & Main Bank | 16.812.453 $ | +5.689.122 $ | +51,1 % | 11.123.331 $ | ||||||||
| Scarborough Advisors, LLC | 16.809.188 $ | +3.599.357 $ | +27,2 % | 13.209.831 $ | +1.331.331 $ | +11,2 % | 11.878.500 $ | +528.162 $ | +4,7 % | |||
| Per Stirling Capital Management, LLC. | 16.780.981 $ | +1.184.378 $ | +7,6 % | 15.596.603 $ | -221.916 $ | -1,4 % | 15.818.519 $ | +218.067 $ | +1,4 % | |||
| Meridian Wealth Management, LLC | 16.700.910 $ | +3.281.000 $ | +24,4 % | 13.419.910 $ | +1.263.559 $ | +10,4 % | 12.156.351 $ | +919.334 $ | +8,2 % | |||
| INTEGRITY ALLIANCE, LLC. | 16.694.344 $ | +14.056.273 $ | +532,8 % | 2.638.071 $ | +134.328 $ | +5,4 % | 2.503.743 $ | +195.627 $ | +8,5 % | |||
| Alliance Wealth Management Group | 16.633.410 $ | +3.627.789 $ | +27,9 % | 13.005.621 $ | +749.870 $ | +6,1 % | 12.255.751 $ | +779.103 $ | +6,8 % | |||
| Focus Advisor Solutions, LLC | 16.578.668 $ | +9.142.924 $ | +123,0 % | 7.435.744 $ | -67.162 $ | -0,9 % | 7.502.906 $ | +1.240.390 $ | +19,8 % | |||
| Forvis Mazars Wealth Advisors, LLC | 15.983.722 $ | +210.932 $ | +1,3 % | 15.772.790 $ | -800.858 $ | -4,8 % | 16.573.648 $ | +73.785 $ | +0,4 % | |||
| Piedmont Capital Management, LLC | 14.417.404 $ | -2.146.841 $ | -13,0 % | 16.564.245 $ | +503.683 $ | +3,1 % | 16.060.562 $ | +277.567 $ | +1,8 % | |||
| Topel & Distasi Wealth Management, LLC | 16.449.506 $ | +822.489 $ | +5,3 % | 15.627.017 $ | +328.999 $ | +2,2 % | 15.298.018 $ | +393.415 $ | +2,6 % | |||
| MARQUETTE ASSOCIATES, INC. | 16.142.634 $ | -297.357 $ | -1,8 % | 16.439.991 $ | +1.123.620 $ | +7,3 % | 15.316.371 $ | -94.929 $ | -0,6 % | |||
| Northside Capital Management, LLC | 16.386.298 $ | +1.154.486 $ | +7,6 % | 15.231.812 $ | +14.226.591 $ | +1.415,3 % | 1.005.221 $ | +24.158 $ | +2,5 % | |||
| Sequoia Financial Advisors, LLC | 15.669.690 $ | -681.920 $ | -4,2 % | 16.351.610 $ | +1.134.637 $ | +7,5 % | 15.216.973 $ | +3.759.158 $ | +32,8 % | |||
| FLYWHEEL PRIVATE WEALTH LLC | 16.316.558 $ | +2.137.994 $ | +15,1 % | 14.178.564 $ | +606.114 $ | +4,5 % | 13.572.450 $ | +3.093.132 $ | +29,5 % | |||
| P/E Global LLC | 16.306.374 $ | +1.332.078 $ | +8,9 % | 14.974.296 $ | ||||||||
| RIVERSEDGE ADVISORS, LLC | 16.208.423 $ | +12.040 $ | +0,1 % | 16.196.383 $ | +739.862 $ | +4,8 % | 15.456.521 $ | -173.562 $ | -1,1 % | 15.630.083 $ | -3.299.608 $ | -17,4 % |
| Aspen Wealth Strategies, LLC | 16.116.669 $ | +1.521.554 $ | +10,4 % | 14.595.115 $ | +612.061 $ | +4,4 % | 13.983.054 $ | +3.945.216 $ | +39,3 % | |||
| PROATHLETE WEALTH MANAGEMENT LLC | 16.067.032 $ | +815.106 $ | +5,3 % | 15.251.926 $ | -195.410 $ | -1,3 % | 15.447.336 $ | +575.356 $ | +3,9 % | |||
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 15.742.322 $ | -269.191 $ | -1,7 % | 16.011.513 $ | +1.012.323 $ | +6,7 % | 14.999.190 $ | +67.602 $ | +0,5 % | 14.931.588 $ | +476.895 $ | +3,3 % |
| Summit Rock Advisors, LP | 16.009.390 $ | +36.276 $ | +0,2 % | 15.973.114 $ | ||||||||
| NORTHCAPE WEALTH MANAGEMENT, LLC | 15.836.593 $ | +1.733.553 $ | +12,3 % | 14.103.040 $ | +409.723 $ | +3,0 % | ||||||
| Regal Investment Advisors LLC | 15.783.473 $ | +765.939 $ | +5,1 % | 15.017.534 $ | +1.014.753 $ | +7,2 % | 14.002.781 $ | +1.734.676 $ | +14,1 % | |||
| FIRST NATIONAL BANK OF OMAHA | 15.677.033 $ | +4.019.798 $ | +34,5 % | 11.657.235 $ | +1.308.256 $ | +12,6 % | 10.348.979 $ | |||||
| FIDELIS CAPITAL PARTNERS, LLC | 15.662.572 $ | +2.005.126 $ | +14,7 % | 13.657.446 $ | +245.961 $ | +1,8 % | 13.411.485 $ | +3.332.855 $ | +33,1 % | |||
| Beirne Wealth Consulting Services, LLC | 15.594.687 $ | +1.317.117 $ | +9,2 % | 14.277.570 $ | +4.367.076 $ | +44,1 % | 9.910.494 $ | +436.286 $ | +4,6 % | |||
| Strive Financial Group ,LLC | 15.592.268 $ | +7.928.268 $ | +103,4 % | 7.664.000 $ | +1.389.726 $ | +22,1 % | 6.274.274 $ | |||||
| FOUNDERS FINANCIAL SECURITIES LLC | 14.374.195 $ | -1.171.726 $ | -7,5 % | 15.545.921 $ | +3.867.510 $ | +33,1 % | 11.678.411 $ | -2.722.155 $ | -18,9 % | |||
| Shelter Mutual Insurance Co | 15.508.334 $ | +971.479 $ | +6,7 % | 14.536.855 $ | +171.815 $ | +1,2 % | 14.365.040 $ | +345.237 $ | +2,5 % | |||
| COURIER CAPITAL LLC | 14.856.997 $ | +815.991 $ | +5,8 % | 14.041.006 $ | -1.413.679 $ | -9,1 % | 15.454.685 $ | -5.996.047 $ | -28,0 % | |||
| SOUTH PLAINS FINANCIAL, INC. | 15.358.970 $ | +930.170 $ | +6,4 % | 14.428.800 $ | +1.602.254 $ | +12,5 % | 12.826.546 $ | +352.797 $ | +2,8 % | |||
| Adaptive Financial Consulting, LLC | 15.256.216 $ | +1.220.343 $ | +8,7 % | 14.035.873 $ | +750.963 $ | +5,7 % | 13.284.910 $ | +710.815 $ | +5,7 % | |||
| Carbahal Olsen Financial Services Group, LLC | 15.254.966 $ | +1.107.474 $ | +7,8 % | 14.147.492 $ | +246.117 $ | +1,8 % | 13.901.375 $ | +446.166 $ | +3,3 % | |||
| Brooklyn FI, LLC | 15.233.263 $ | +578.505 $ | +3,9 % | 14.654.758 $ | +1.062.978 $ | +7,8 % | 13.591.780 $ | +2.313.391 $ | +20,5 % | |||
| PRICE T ROWE ASSOCIATES INC /MD/ | 15.121.000 $ | +228.000 $ | +1,5 % | 14.893.000 $ | +509.000 $ | +3,5 % | 14.384.000 $ | -76.000 $ | -0,5 % | |||
| VISTA FINANCE, LLC | 15.029.633 $ | +11.129.238 $ | +285,3 % | 3.900.395 $ | ||||||||
| Berman McAleer LLC | 14.739.738 $ | +39.850 $ | +0,3 % | 14.699.888 $ | -303.080 $ | -2,0 % | 15.002.968 $ | -183.985 $ | -1,2 % | |||
| YHB Investment Advisors, Inc. | 14.963.310 $ | +166.192 $ | +1,1 % | 14.797.118 $ | +845.811 $ | +6,1 % | 13.951.307 $ | +1.023.174 $ | +7,9 % | 12.928.133 $ | +1.859.233 $ | +16,8 % |
| ANDERSON HOAGLAND & CO | 14.958.117 $ | +908.495 $ | +6,5 % | 14.049.622 $ | +363.942 $ | +2,7 % | 13.685.680 $ | +275.126 $ | +2,1 % | |||
| SlateStone Wealth, LLC | 14.954.000 $ | |||||||||||
| Rossmore Private Capital | 14.856.093 $ | +2.283.162 $ | +18,2 % | 12.572.931 $ | -122.103 $ | -1,0 % | 12.695.034 $ | +1.445.750 $ | +12,9 % | |||
| Harbour Capital Advisors, LLC | 14.822.064 $ | +236.153 $ | +1,6 % | 14.585.911 $ | +892.104 $ | +6,5 % | 13.693.807 $ | +365.740 $ | +2,7 % | |||
| Tortoise Investment Management, LLC | 14.724.102 $ | +643.964 $ | +4,6 % | 14.080.138 $ | -95.835 $ | -0,7 % | 14.175.973 $ | +212.710 $ | +1,5 % | |||
| VAUGHAN & Co SECURITIES, INC. | 14.618.851 $ | +973.148 $ | +7,1 % | 13.645.703 $ | +153.678 $ | +1,1 % | 13.492.025 $ | +989.386 $ | +7,9 % | |||
| EASTERN BANK | 14.604.563 $ | +313.717 $ | +2,2 % | 14.290.846 $ | +3.073.002 $ | +27,4 % | 11.217.844 $ | +213.459 $ | +1,9 % | 11.004.385 $ | +10.191.180 $ | +1.253,2 % |
| IFS Advisors, LLC | 14.563.000 $ | +659.551 $ | +4,7 % | 13.903.449 $ | -109.419 $ | -0,8 % | 14.012.868 $ | -3.339.838 $ | -19,2 % | |||
| Beacon Harbor Wealth Advisors, Inc. | 14.481.946 $ | +4.892.715 $ | +51,0 % | 9.589.231 $ | +225.252 $ | +2,4 % | 9.363.979 $ | -11.425.158 $ | -55,0 % | |||
| Riverview Trust Co | 14.106.861 $ | -126.266 $ | -0,9 % | 14.233.127 $ | +184.508 $ | +1,3 % | 14.048.619 $ | +494.528 $ | +3,6 % | |||
| Armbruster Capital Management, Inc. | 13.856.804 $ | -358.352 $ | -2,5 % | 14.215.156 $ | +326.715 $ | +2,4 % | 13.888.441 $ | +227.966 $ | +1,7 % | |||
| Arvest Bank Trust Division | 14.169.155 $ | +746.816 $ | +5,6 % | 13.422.339 $ | -12.584 $ | -0,1 % | 13.434.923 $ | -90.880 $ | -0,7 % | |||
| MOTIVE WEALTH ADVISORS | 14.140.804 $ | +559.946 $ | +4,1 % | 13.580.858 $ | -35.759 $ | -0,3 % | 13.616.617 $ | +705.214 $ | +5,5 % | |||
| MGO ONE SEVEN LLC | 13.331.712 $ | +2.248.135 $ | +20,3 % | 11.083.577 $ | -3.051.634 $ | -21,6 % | 14.135.211 $ | +1.106.947 $ | +8,5 % | |||
| MidFirst Bank | 14.106.958 $ | +1.628.031 $ | +13,0 % | 12.478.927 $ | +726.477 $ | +6,2 % | 11.752.450 $ | |||||
| Arkadios Wealth Advisors | 13.268.621 $ | +1.352.206 $ | +11,3 % | 11.916.415 $ | -2.152.770 $ | -15,3 % | 14.069.185 $ | +5.656.921 $ | +67,2 % | |||
| ZACKS INVESTMENT MANAGEMENT | 13.979.870 $ | +6.330.317 $ | +82,8 % | 7.649.553 $ | +312.932 $ | +4,3 % | 7.336.621 $ | -610.173 $ | -7,7 % | |||
| Veery Capital, LLC | 13.971.321 $ | +87.981 $ | +0,6 % | 13.883.340 $ | +541.700 $ | +4,1 % | 13.341.640 $ | +348.418 $ | +2,7 % | 12.993.222 $ | +318.298 $ | +2,5 % |
| Montecito Bank & Trust | 13.951.398 $ | +107.427 $ | +0,8 % | 13.843.971 $ | +1.146.142 $ | +9,0 % | 12.697.829 $ | +886.156 $ | +7,5 % | 11.811.673 $ | +119.031 $ | +1,0 % |
| Omnia Family Wealth, LLC | 13.916.405 $ | +750.537 $ | +5,7 % | 13.165.868 $ | -109.370 $ | -0,8 % | 13.275.238 $ | +275.827 $ | +2,1 % | |||
| BESSEMER GROUP INC | 13.889.000 $ | +5.905.000 $ | +74,0 % | 7.984.000 $ | +71.000 $ | +0,9 % | 7.913.000 $ | +88.000 $ | +1,1 % | |||
| Diversify Advisory Services, LLC | 13.857.174 $ | +13.447.192 $ | +3.279,9 % | 409.982 $ | -7.381.771 $ | -94,7 % | 7.791.753 $ | +762.158 $ | +10,8 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 13.857.174 $ | +544.231 $ | +4,1 % | 13.312.943 $ | +11.389.073 $ | +592,0 % | 1.923.870 $ | +1.605.722 $ | +504,7 % | |||
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 13.825.427 $ | |||||||||||
| Montz Harcus Wealth Management LLC | 13.799.028 $ | -1.740 $ | -0,0 % | 13.800.768 $ | +1.778.127 $ | +14,8 % | 12.022.641 $ | +889.716 $ | +8,0 % | 11.132.925 $ | +429.876 $ | +4,0 % |
| Winthrop Capital Management, LLC | 12.409.000 $ | +789.000 $ | +6,8 % | 11.620.000 $ | -2.037.000 $ | -14,9 % | 13.657.000 $ | -52.000 $ | -0,4 % | |||
| Provenance Wealth Advisors, LLC | 13.600.213 $ | +2.761.871 $ | +25,5 % | 10.838.342 $ | +10.723.028 $ | +9.299,0 % | 115.314 $ | +21.805 $ | +23,3 % | |||
| Accurate Wealth Management, LLC | 13.520.163 $ | +2.689.274 $ | +24,8 % | 10.830.889 $ | +890.440 $ | +9,0 % | 9.940.449 $ | +1.103.114 $ | +12,5 % | |||
| Larson Financial Group LLC | 3.568.726 $ | -5.822.647 $ | -62,0 % | 9.391.373 $ | -4.003.761 $ | -29,9 % | 13.395.134 $ | -1.871.515 $ | -12,3 % | |||
| Summit Wealth Partners, LLC | 13.379.686 $ | +553.551 $ | +4,3 % | 12.826.135 $ | +153.839 $ | +1,2 % | 12.672.296 $ | +248.487 $ | +2,0 % | |||
| Planned Solutions, Inc. | 13.357.228 $ | +1.250.115 $ | +10,3 % | 12.107.113 $ | +610.436 $ | +5,3 % | 11.496.677 $ | +2.505.184 $ | +27,9 % | |||
| Nova R Wealth, Inc. | 13.354.779 $ | +752.324 $ | +6,0 % | 12.602.455 $ | -316.884 $ | -2,5 % | 12.919.339 $ | -628.332 $ | -4,6 % | |||
| ASHTON THOMAS SECURITIES, LLC | 13.290.553 $ | +2.688.674 $ | +25,4 % | |||||||||
| Fund Evaluation Group, LLC | 13.265.842 $ | +13.038.612 $ | +5.738,1 % | 227.230 $ | +2.685 $ | +1,2 % | 224.545 $ | +5.397 $ | +2,5 % | |||
| Aureum Wealth Management, LLC | 13.213.185 $ | +1.296.857 $ | +10,9 % | 11.916.328 $ | +2.913.476 $ | +32,4 % | 9.002.852 $ | |||||
| Mechanics Financial Corp | 13.178.534 $ | +2.020.983 $ | +18,1 % | 11.157.551 $ | +854.532 $ | +8,3 % | 10.303.019 $ | +416.471 $ | +4,2 % | |||
| HUNTINGTON NATIONAL BANK | 8.379.744 $ | -4.774.844 $ | -36,3 % | 13.154.588 $ | +9.053.513 $ | +220,8 % | 4.101.075 $ | +1.569.959 $ | +62,0 % | |||
| Pinion Investment Advisors, LLC | 12.376.341 $ | +2.121.103 $ | +20,7 % | 10.255.238 $ | -2.868.007 $ | -21,9 % | 13.123.245 $ | +1.561.200 $ | +13,5 % | |||
| Foundry Financial Group, Inc. | 13.112.667 $ | +982.462 $ | +8,1 % | 12.130.205 $ | -573.115 $ | -4,5 % | 12.703.320 $ | +863.735 $ | +7,3 % | |||
| MATHER GROUP, LLC. | 13.033.550 $ | +2.581.847 $ | +24,7 % | 10.451.703 $ | +212.083 $ | +2,1 % | 10.239.620 $ | +268.840 $ | +2,7 % | |||
| CYPRESS FINANCIAL PLANNING LLC | 13.024.912 $ | +1.153.936 $ | +9,7 % | 11.870.976 $ | +1.660.822 $ | +16,3 % | 10.210.154 $ | +193.687 $ | +1,9 % | 10.016.467 $ | +701.800 $ | +7,5 % |
| Silverleafe Capital Partners, LLC | 12.972.315 $ | +62.765 $ | +0,5 % | 12.909.550 $ | +974.345 $ | +8,2 % | 11.935.205 $ | +89.805 $ | +0,8 % | 11.845.400 $ | +219.131 $ | +1,9 % |
| Apollon Financial, LLC | 12.902.704 $ | +1.575.473 $ | +13,9 % | 11.327.231 $ | +1.311.053 $ | +13,1 % | 10.016.178 $ | +3.011.703 $ | +43,0 % | |||
| PENNEY FINANCIAL, LLC | 12.803.544 $ | +123.550 $ | +1,0 % | 12.679.994 $ | +907.505 $ | +7,7 % | 11.772.489 $ | +1.431.842 $ | +13,8 % | |||
| HERITAGE INVESTORS MANAGEMENT CORP | 12.670.000 $ | +641.000 $ | +5,3 % | 12.029.000 $ | -25.000 $ | -0,2 % | 12.054.000 $ | +247.000 $ | +2,1 % | |||
| TIEMANN INVESTMENT ADVISORS, LLC | 12.649.759 $ | +744.340 $ | +6,3 % | 11.905.419 $ | -59.319 $ | -0,5 % | 11.964.738 $ | +319.068 $ | +2,7 % | |||
| ACORN CREEK CAPITAL LLC | 12.631.311 $ | +804.292 $ | +6,8 % | 11.827.019 $ | -60.281 $ | -0,5 % | 11.887.300 $ | +769.999 $ | +6,9 % | |||
| Sigma Planning Corp | 8.871.546 $ | -3.695.848 $ | -29,4 % | 12.567.394 $ | +1.218.262 $ | +10,7 % | 11.349.132 $ | +1.612.994 $ | +16,6 % | |||
| Providence Capital Advisors, LLC | 12.559.731 $ | +1.349.107 $ | +12,0 % | 11.210.624 $ | +993.107 $ | +9,7 % | 10.217.517 $ | +133.376 $ | +1,3 % | |||
| Cornerstone Advisory, LLC | 12.523.183 $ | +920.365 $ | +7,9 % | 11.602.818 $ | +615.426 $ | +5,6 % | 10.987.392 $ | -204.174 $ | -1,8 % | |||
| Strategic Equity Management | 1.775.326 $ | -2.515.735 $ | -58,6 % | 4.291.061 $ | -8.228.985 $ | -65,7 % | 12.520.046 $ | -2.661.589 $ | -17,5 % | |||
| Omega Financial Group, LLC | 12.507.259 $ | +937.901 $ | +8,1 % | 11.569.358 $ | +298.270 $ | +2,6 % | 11.271.088 $ | +383.520 $ | +3,5 % | |||
| JSF Financial, LLC | 3.323.575 $ | -9.137.754 $ | -73,3 % | 12.461.329 $ | +8.162.316 $ | +189,9 % | 4.299.013 $ | +36.542 $ | +0,9 % | |||
| Emergent Wealth Advisors, LLC | 12.453.265 $ | +674.885 $ | +5,7 % | 11.778.380 $ | +1.624.702 $ | +16,0 % | 10.153.678 $ | +2.492.935 $ | +32,5 % | 7.660.743 $ | +1.269.044 $ | +19,9 % |
| CABOT WEALTH MANAGEMENT INC | 12.387.158 $ | +2.659.981 $ | +27,3 % | 9.727.177 $ | +8.119.939 $ | +505,2 % | 1.607.238 $ | +121.309 $ | +8,2 % | |||
| Atlas Legacy Advisors, LLC | 12.381.363 $ | +1.104.033 $ | +9,8 % | 11.277.330 $ | +108.249 $ | +1,0 % | 11.169.081 $ | +1.498.102 $ | +15,5 % | |||
| Hardy Reed LLC | 12.151.793 $ | +768.641 $ | +6,8 % | 11.383.152 $ | +126.668 $ | +1,1 % | 11.256.484 $ | +270.528 $ | +2,5 % | |||
| Physician Wealth Advisors, Inc. | 12.057.673 $ | +628.033 $ | +5,5 % | 11.429.640 $ | -305.229 $ | -2,6 % | 11.734.869 $ | +27.118 $ | +0,2 % | |||
| Plancorp, LLC | 11.896.821 $ | +154.933 $ | +1,3 % | 11.741.888 $ | +697.896 $ | +6,3 % | 11.043.992 $ | +142.060 $ | +1,3 % | |||
| NewCorp Financial Services, Inc. | 11.839.852 $ | +1.189.812 $ | +11,2 % | 10.650.040 $ | +400.697 $ | +3,9 % | 10.249.343 $ | |||||
| Deane Retirement Strategies, Inc. | 10.230 $ | -11.781.403 $ | -99,9 % | 11.791.633 $ | +303.647 $ | +2,6 % | ||||||
| CULLEN/FROST BANKERS, INC. | 10.397.465 $ | +793.333 $ | +8,3 % | 9.604.132 $ | -2.122.756 $ | -18,1 % | 11.726.888 $ | +6.690.944 $ | +132,9 % | |||
| Hudson Oak Wealth Advisory LLC | 11.709.166 $ | +929.397 $ | +8,6 % | 10.779.769 $ | +303.645 $ | +2,9 % | 10.476.124 $ | |||||
| Prosperity Consulting Group, LLC | 11.628.832 $ | +1.237.960 $ | +11,9 % | 10.390.872 $ | +972.772 $ | +10,3 % | 9.418.100 $ | +947.712 $ | +11,2 % | |||
| Smith Salley Wealth Management | 11.585.485 $ | +1.013.253 $ | +9,6 % | 10.572.232 $ | +515.807 $ | +5,1 % | 10.056.425 $ | +299.598 $ | +3,1 % | |||
| Wealthcare Advisory Partners LLC | 3.622.193 $ | -7.946.370 $ | -68,7 % | 11.568.563 $ | +719.922 $ | +6,6 % | 10.848.641 $ | +3.458.360 $ | +46,8 % | |||
| Symphony Financial, Ltd. Co. | 11.519.142 $ | +1.626.332 $ | +16,4 % | 9.892.810 $ | +1.781.017 $ | +22,0 % | 8.111.793 $ | -10.341.591 $ | -56,0 % | |||
| Canopy Partners, LLC | 11.495.048 $ | +833.873 $ | +7,8 % | 10.661.175 $ | -52.644 $ | -0,5 % | 10.713.819 $ | +228.674 $ | +2,2 % | |||
| Smith Partners Wealth Management, LLC | 11.492.420 $ | +3.029.134 $ | +35,8 % | 8.463.286 $ | +1.170.170 $ | +16,0 % | 7.293.116 $ | |||||
| CONNING INC. | 11.478.050 $ | +719.012 $ | +6,7 % | 10.759.038 $ | +127.164 $ | +1,2 % | 10.631.874 $ | +255.517 $ | +2,5 % | |||
| J.W. COLE ADVISORS, INC. | 11.467.695 $ | +999.396 $ | +9,5 % | 10.468.299 $ | +1.191.847 $ | +12,8 % | 9.276.452 $ | -645.270 $ | -6,5 % | |||
| Widmann Financial Services, Inc. | 11.467.120 $ | +1.102.084 $ | +10,6 % | 10.365.036 $ | +110.184 $ | +1,1 % | 10.254.852 $ | +457.659 $ | +4,7 % | |||
| GAMCO INVESTORS, INC. ET AL | 1.289.343 $ | -10.127.667 $ | -88,7 % | 11.417.010 $ | +4.197.320 $ | +58,1 % | 7.219.690 $ | +1.427.283 $ | +24,6 % | |||
| ArchPoint Investors | 11.372.488 $ | +712.399 $ | +6,7 % | 10.660.089 $ | +125.995 $ | +1,2 % | 10.534.094 $ | +253.167 $ | +2,5 % | |||
| Westside Investment Management, Inc. | 11.347.663 $ | +831.688 $ | +7,9 % | 10.515.975 $ | +10.294.967 $ | +4.658,2 % | 221.008 $ | -9.969.743 $ | -97,8 % | |||
| Richard W. Paul & Associates, LLC | 11.340.842 $ | +857.713 $ | +8,2 % | 10.483.129 $ | -154.496 $ | -1,5 % | 10.637.625 $ | +786.097 $ | +8,0 % | |||
| BIP Wealth, LLC | 11.284.250 $ | +9.458.506 $ | +518,1 % | 1.825.744 $ | -108.978 $ | -5,6 % | 1.934.722 $ | +57.124 $ | +3,0 % | |||
| SWMG, LLC | 11.274.741 $ | +2.103.328 $ | +22,9 % | 9.171.413 $ | -1.245.961 $ | -12,0 % | 10.417.374 $ | +1.413.103 $ | +15,7 % | |||
| Versant Capital Management, Inc | 11.247.768 $ | +34.830 $ | +0,3 % | 11.212.938 $ | +702.405 $ | +6,7 % | 10.510.533 $ | +9.960.801 $ | +1.811,9 % | 549.732 $ | +13.212 $ | +2,5 % |
| BSW Wealth Partners | 11.050.312 $ | +199.526 $ | +1,8 % | 10.850.786 $ | -387.363 $ | -3,4 % | 11.238.149 $ | -847.034 $ | -7,0 % | |||
| Ascent Group, LLC | 11.165.210 $ | +646.441 $ | +6,1 % | 10.518.769 $ | -120.707 $ | -1,1 % | 10.639.476 $ | +690.983 $ | +6,9 % | |||
| Waycross Investment Management Co | 2.073.283 $ | -9.080.232 $ | -81,4 % | 11.153.515 $ | +512.085 $ | +4,8 % | ||||||
| Central Pacific Bank - Trust Division | 11.044.514 $ | +601.994 $ | +5,8 % | 10.442.520 $ | +4.870.127 $ | +87,4 % | 5.572.393 $ | -3.467.540 $ | -38,4 % | 9.039.933 $ | -80.557 $ | -0,9 % |
| Tanager Wealth Management LLP | 11.011.955 $ | +457.334 $ | +4,3 % | 10.554.621 $ | -33.417 $ | -0,3 % | 10.588.038 $ | +443.227 $ | +4,4 % | |||
| Continuum Advisory, LLC | 10.983.697 $ | +1.085.397 $ | +11,0 % | 9.898.300 $ | +384.274 $ | +4,0 % | 9.514.026 $ | +62.619 $ | +0,7 % | |||
| Greenspring Advisors, LLC | 10.958.470 $ | +630.814 $ | +6,1 % | 10.327.656 $ | +91.776 $ | +0,9 % | 10.235.880 $ | +9.692.724 $ | +1.784,5 % | |||
| Evernest Financial Advisors, LLC | 10.831.032 $ | +206.331 $ | +1,9 % | 10.624.701 $ | -327.260 $ | -3,0 % | 10.951.961 $ | +1.004.786 $ | +10,1 % | |||
| Macco Financial Group, Inc. | 7.164.361 $ | -3.716.275 $ | -34,2 % | 10.880.636 $ | +1.534.108 $ | +16,4 % | 9.346.528 $ | |||||
| Kingsview Wealth Management, LLC | 10.826.872 $ | +4.067.561 $ | +60,2 % | 6.759.311 $ | +751.959 $ | +12,5 % | 6.007.352 $ | +706.797 $ | +13,3 % | |||
| Abound Wealth Management | 10.826.790 $ | +689.984 $ | +6,8 % | 10.136.806 $ | +77.101 $ | +0,8 % | 10.059.705 $ | +311.623 $ | +3,2 % | |||
| SC&H Financial Advisors, Inc. | 10.799.053 $ | +272.473 $ | +2,6 % | 10.526.580 $ | -125.239 $ | -1,2 % | 10.651.819 $ | +187.727 $ | +1,8 % | |||
| Snowden Capital Advisors LLC | 10.793.243 $ | +888.757 $ | +9,0 % | 9.904.486 $ | -167.818 $ | -1,7 % | 10.072.304 $ | +208.529 $ | +2,1 % | |||
| Stokes Family Office, LLC | 9.264.552 $ | -1.524.398 $ | -14,1 % | 10.788.950 $ | +46.788 $ | +0,4 % | 10.742.162 $ | +263.523 $ | +2,5 % | |||
| Park Place Capital Corp | 10.787.967 $ | +903.067 $ | +9,1 % | 9.884.900 $ | +2.994.671 $ | +43,5 % | 6.890.229 $ | +876.806 $ | +14,6 % | |||
| ICONIQ Capital, LLC | 10.781.612 $ | +544.901 $ | +5,3 % | 10.236.711 $ | +121.021 $ | +1,2 % | 10.115.690 $ | +4.672.435 $ | +85,8 % | |||
| Life Planning Partners, Inc | 10.605.232 $ | -166.493 $ | -1,5 % | 10.771.725 $ | +121.059 $ | +1,1 % | 10.650.666 $ | -321.352 $ | -2,9 % | |||
| Caldwell Trust Co | 10.764.324 $ | +1.895.643 $ | +21,4 % | 8.868.681 $ | +1.330.066 $ | +17,6 % | 7.538.615 $ | +1.231.341 $ | +19,5 % | |||
| Independent Solutions Wealth Management, LLC | 10.740.584 $ | +488.094 $ | +4,8 % | 10.252.490 $ | -280.861 $ | -2,7 % | 10.533.351 $ | -337.288 $ | -3,1 % | |||
| Permanens Capital L.P. | 10.738.151 $ | +9.779.076 $ | +1.019,6 % | 959.075 $ | ||||||||
| Invesco Ltd. | 9.187.173 $ | -6.420 $ | -0,1 % | 9.193.593 $ | -1.544.291 $ | -14,4 % | 10.737.884 $ | -1.526.639 $ | -12,4 % | |||
| Cordgrass Capital Advisors, LLC | 4.100.883 $ | -6.602.841 $ | -61,7 % | 10.703.724 $ | +204.788 $ | +2,0 % | 10.498.936 $ | -31.785 $ | -0,3 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10.660.986 $ | +949.405 $ | +9,8 % | 9.711.581 $ | +341.699 $ | +3,6 % | 9.369.882 $ | +629.395 $ | +7,2 % | |||
| FULTON BANK, N.A. | 10.655.574 $ | +717.101 $ | +7,2 % | 9.938.473 $ | +1.658.414 $ | +20,0 % | 8.280.059 $ | +2.855.664 $ | +52,6 % | |||
| Family Capital Trust Co | 10.570.059 $ | +647.655 $ | +6,5 % | 9.922.404 $ | +49.466 $ | +0,5 % | 9.872.938 $ | -3.936.659 $ | -28,5 % | |||
| Waterloo Capital, L.P. | 9.374.268 $ | -86.042 $ | -0,9 % | 9.460.310 $ | -1.049.891 $ | -10,0 % | 10.510.201 $ | -12.926.427 $ | -55,2 % | |||
| SYM FINANCIAL Corp | 10.502.743 $ | +703.725 $ | +7,2 % | 9.799.018 $ | +115.817 $ | +1,2 % | 9.683.201 $ | +1.220 $ | +0,0 % | |||
| Modern Wealth Management, LLC | 10.474.329 $ | +510.870 $ | +5,1 % | 9.963.459 $ | -418.957 $ | -4,0 % | 10.382.416 $ | +900.391 $ | +9,5 % | |||
| DEFINED WEALTH MANAGEMENT, LLC | 1.716.228 $ | -8.747.530 $ | -83,6 % | 10.463.758 $ | +202.041 $ | +2,0 % | 10.261.717 $ | +195.066 $ | +1,9 % | |||
| Freestone Capital Holdings, LLC | 10.453.658 $ | +680.214 $ | +7,0 % | 9.773.444 $ | +82.862 $ | +0,9 % | 9.690.582 $ | +293.615 $ | +3,1 % | |||
| CAMELOT TECHNOLOGY ADVISORS, INC. | 10.410.144 $ | +205.045 $ | +2,0 % | 10.205.099 $ | +355.848 $ | +3,6 % | 9.849.251 $ | +678.321 $ | +7,4 % | 9.170.930 $ | +1.298.494 $ | +16,5 % |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 10.408.813 $ | +675.208 $ | +6,9 % | 9.733.605 $ | +1.529.407 $ | +18,6 % | 8.204.198 $ | +584.392 $ | +7,7 % | |||
| Aspen Investment Management Inc | 10.363.000 $ | +952.000 $ | +10,1 % | 9.411.000 $ | +244.000 $ | +2,7 % | 9.167.000 $ | +705.000 $ | +8,3 % | |||
| SAWGRASS ASSET MANAGEMENT LLC | 232.119 $ | -10.117.419 $ | -97,8 % | 10.349.538 $ | +310.547 $ | +3,1 % | ||||||
| Sunbelt Securities, Inc. | 10.252.018 $ | -75.448 $ | -0,7 % | 10.327.466 $ | +829.754 $ | +8,7 % | ||||||
| MONEYWISE, INC. | 8.074.833 $ | -399.790 $ | -4,7 % | 8.474.623 $ | -1.839.516 $ | -17,8 % | 10.314.139 $ | +2.302.353 $ | +28,7 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 10.241.808 $ | +1.948.813 $ | +23,5 % | 8.292.995 $ | +271.412 $ | +3,4 % | 8.021.583 $ | +930.981 $ | +13,1 % | |||
| TCV Trust & Wealth Management, Inc. | 10.211.982 $ | +716.925 $ | +7,6 % | 9.495.057 $ | +229.596 $ | +2,5 % | 9.265.461 $ | +239.791 $ | +2,7 % | |||
| FIRST UNITED BANK & TRUST | 10.182.236 $ | +947.542 $ | +10,3 % | 9.234.694 $ | +2.131.838 $ | +30,0 % | 7.102.856 $ | +1.389.638 $ | +24,3 % | |||
| Sage Advisory Services, Ltd.Co. | 5.206.000 $ | -496.000 $ | -8,7 % | 5.702.000 $ | -4.465.000 $ | -43,9 % | 10.167.000 $ | -1.821.000 $ | -15,2 % | |||
| Argent Trust Co | 10.152.685 $ | +2.703.150 $ | +36,3 % | 7.449.535 $ | +1.137.148 $ | +18,0 % | 6.312.387 $ | +268.175 $ | +4,4 % | |||
| ACIMA PRIVATE WEALTH, LLC | 10.129.095 $ | +535.417 $ | +5,6 % | 9.593.678 $ | +626.048 $ | +7,0 % | 8.967.630 $ | +168.881 $ | +1,9 % | 8.798.749 $ | +2.006.031 $ | +29,5 % |
| Chicago Partners Investment Group LLC | 9.969.229 $ | +216.350 $ | +2,2 % | 9.752.879 $ | +357.156 $ | +3,8 % | 9.395.723 $ | +129.368 $ | +1,4 % | |||
| QRG CAPITAL MANAGEMENT, INC. | 9.955.812 $ | +6.950.307 $ | +231,3 % | 3.005.505 $ | +725.349 $ | +31,8 % | 2.280.156 $ | +246.721 $ | +12,1 % | |||
| Calamos Advisors LLC | 229.184 $ | -9.721.623 $ | -97,7 % | 9.950.807 $ | +9.738.518 $ | +4.587,4 % | 212.289 $ | +5.102 $ | +2,5 % | |||
| May Hill Capital, LLC | 9.873.226 $ | -35.137 $ | -0,4 % | 9.908.363 $ | +4.521.762 $ | +83,9 % | 5.386.601 $ | -908.945 $ | -14,4 % | |||
| Arbor Investment Advisors, LLC | 9.731.850 $ | -165.331 $ | -1,7 % | 9.897.181 $ | +70.884 $ | +0,7 % | 9.826.297 $ | -804.025 $ | -7,6 % | |||
| Pembroke Management, LTD | 9.894.622 $ | +5.054.707 $ | +104,4 % | 4.839.915 $ | -33.061 $ | -0,7 % | 4.872.976 $ | +290.860 $ | +6,3 % | |||
| Waldron Private Wealth LLC | 9.871.056 $ | +582.495 $ | +6,3 % | 9.288.561 $ | +83.845 $ | +0,9 % | 9.204.716 $ | +218.683 $ | +2,4 % | |||
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9.824.270 $ | +618.453 $ | +6,7 % | 9.205.817 $ | -525.465 $ | -5,4 % | 9.731.282 $ | +116.417 $ | +1,2 % | |||
| NOVARE CAPITAL MANAGEMENT LLC | 9.783.072 $ | +1.437.926 $ | +17,2 % | 8.345.146 $ | ||||||||
| Calamos Wealth Management LLC | 8.881.304 $ | -854.675 $ | -8,8 % | 9.735.979 $ | +232.265 $ | +2,4 % | 9.503.714 $ | -56.100 $ | -0,6 % | |||
| BEACON ADVISORS HOLDINGS, LLC | 9.726.318 $ | +569.099 $ | +6,2 % | 9.157.219 $ | +16.356 $ | +0,2 % | 9.140.863 $ | |||||
| MSH Capital Advisors LLC | 9.713.917 $ | +857.520 $ | +9,7 % | 8.856.397 $ | +1.415.355 $ | +19,0 % | 7.441.042 $ | +240.960 $ | +3,3 % | |||
| Jackson Hole Capital Partners, LLC | 9.599.859 $ | +180.022 $ | +1,9 % | 9.419.837 $ | +241.880 $ | +2,6 % | ||||||
| Relyea Zuckerberg Hanson LLC | 9.592.174 $ | +1.177.309 $ | +14,0 % | 8.414.865 $ | +421.871 $ | +5,3 % | 7.992.994 $ | +728.762 $ | +10,0 % | |||
| DRW Securities, LLC | 9.592.132 $ | +8.898.311 $ | +1.282,5 % | 693.821 $ | -855.032 $ | -55,2 % | ||||||
| LOUISBOURG INVESTMENTS INC. | 9.514.166 $ | +896.730 $ | +10,4 % | 8.617.436 $ | +471.501 $ | +5,8 % | 8.145.935 $ | +411.078 $ | +5,3 % | |||
| Commonwealth Financial Services, LLC | 242.015 $ | +23.757 $ | +10,9 % | 218.258 $ | -9.248.719 $ | -97,7 % | 9.466.977 $ | +931.580 $ | +10,9 % | |||
| Laurel Wealth Advisors LLC | 9.388.349 $ | -46.140 $ | -0,5 % | 9.434.489 $ | +1.226.277 $ | +14,9 % | 8.208.212 $ | +353.274 $ | +4,5 % | |||
| Advocacy Wealth Management, LLC | 9.413.459 $ | +984.573 $ | +11,7 % | 8.428.886 $ | +171.907 $ | +2,1 % | 8.256.979 $ | +152.428 $ | +1,9 % | |||
| BITTERROOT CAPITAL ADVISORS LLC | 9.406.363 $ | +598.558 $ | +6,8 % | 8.807.805 $ | +116.268 $ | +1,3 % | 8.691.537 $ | |||||
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 9.331.418 $ | +1.058.694 $ | +12,8 % | 8.272.724 $ | +767.743 $ | +10,2 % | 7.504.981 $ | +184.212 $ | +2,5 % | |||
| PRAIRIE ADVISORY, LLC | 9.322.666 $ | |||||||||||
| Florida Trust Wealth Management Co | 9.283.752 $ | +535.476 $ | +6,1 % | 8.748.276 $ | +127.732 $ | +1,5 % | 8.620.544 $ | +161.689 $ | +1,9 % | |||
| Custos Family Office, LLC | 9.214.855 $ | +798.260 $ | +9,5 % | 8.416.595 $ | +433.172 $ | +5,4 % | 7.983.423 $ | -667.328 $ | -7,7 % | |||
| State of Tennessee, Department of Treasury | 9.203.495 $ | +576.529 $ | +6,7 % | 8.626.966 $ | -335.435 $ | -3,7 % | 8.962.401 $ | +185.388 $ | +2,1 % | |||
| Outlook Wealth Advisors, LLC | 9.182.850 $ | +724.540 $ | +8,6 % | 8.458.310 $ | +3.501.240 $ | +70,6 % | 4.957.070 $ | +199.787 $ | +4,2 % | |||
| CENTRAL TRUST Co | 9.060.460 $ | +247.998 $ | +2,8 % | 8.812.462 $ | +1.096.894 $ | +14,2 % | 7.715.568 $ | +771.715 $ | +11,1 % | |||
| HARBOR INVESTMENT ADVISORY, LLC | 9.026.095 $ | +598.628 $ | +7,1 % | 8.427.467 $ | -133.615 $ | -1,6 % | 8.561.082 $ | +2.750.017 $ | +47,3 % | |||
| Rodgers & Associates, LTD | 8.987.668 $ | +275.327 $ | +3,2 % | 8.712.341 $ | -123.897 $ | -1,4 % | 8.836.238 $ | +382.815 $ | +4,5 % | |||
| NBT BANK, N.A. | 8.929.014 $ | +412.223 $ | +4,8 % | 8.516.791 $ | +805.787 $ | +10,4 % | 7.711.004 $ | +189.247 $ | +2,5 % | |||
| Qube Research & Technologies Ltd | 8.912.005 $ | +8.053.748 $ | +938,4 % | |||||||||
| Madrid Financial Services | 8.840.739 $ | +932.775 $ | +11,8 % | 7.907.964 $ | ||||||||
| Asset Allocation Strategies LLC | 4.975.734 $ | -3.805.855 $ | -43,3 % | 8.781.589 $ | +360.601 $ | +4,3 % | 8.420.988 $ | +1.616.922 $ | +23,8 % | |||
| HORIZON BANCORP INC /IN/ | 8.754.000 $ | +288.000 $ | +3,4 % | 8.466.000 $ | -61.000 $ | -0,7 % | 8.527.000 $ | -40.000 $ | -0,5 % | |||
| WESBANCO BANK INC | 8.730.458 $ | +1.015.390 $ | +13,2 % | 7.715.068 $ | +2.947.112 $ | +61,8 % | 4.767.956 $ | +153.714 $ | +3,3 % | |||
| Hickory Point Bank & Trust | 8.638.305 $ | +26.749 $ | +0,3 % | 8.611.556 $ | +539.449 $ | +6,7 % | 8.072.107 $ | +95.406 $ | +1,2 % | 7.976.701 $ | +191.705 $ | +2,5 % |
| D.A. DAVIDSON & CO. | 8.586.795 $ | +666.049 $ | +8,4 % | 7.920.746 $ | -350.283 $ | -4,2 % | 8.271.029 $ | -670.741 $ | -7,5 % | |||
| Red Tortoise LLC | 8.356.358 $ | -177.228 $ | -2,1 % | 8.533.586 $ | -13.205 $ | -0,2 % | ||||||
| Hubbell Strickland Wealth Management, LLC | 8.511.641 $ | +1.019.324 $ | +13,6 % | 7.492.317 $ | +1.005.376 $ | +15,5 % | 6.486.941 $ | +544.846 $ | +9,2 % | |||
| Squarepoint Ops LLC | 8.495.273 $ | +7.427.291 $ | +695,5 % | 1.067.982 $ | +408.304 $ | +61,9 % | 659.678 $ | +349.466 $ | +112,7 % | |||
| King Wealth Management Group | 8.495.000 $ | +830.000 $ | +10,8 % | 7.665.000 $ | +274.000 $ | +3,7 % | 7.391.000 $ | +303.000 $ | +4,3 % | |||
| Sunbeam Capital Management, LLC | 8.486.907 $ | +2.867.438 $ | +51,0 % | 5.619.469 $ | +66.418 $ | +1,2 % | 5.553.051 $ | +1.876.951 $ | +51,1 % | |||
| Roundview Capital LLC | 8.485.718 $ | +1.019.363 $ | +13,7 % | 7.466.355 $ | +563.458 $ | +8,2 % | 6.902.897 $ | +1.244.024 $ | +22,0 % | |||
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 8.481.950 $ | +704.479 $ | +9,1 % | 7.777.471 $ | -31.331 $ | -0,4 % | 7.808.802 $ | |||||
| Sandy Cove Advisors, LLC | 8.470.389 $ | +1.143.177 $ | +15,6 % | 7.327.212 $ | +620.858 $ | +9,3 % | 6.706.354 $ | +1.011.337 $ | +17,8 % | |||
| Mayflower Financial Advisors, LLC | 8.468.556 $ | +612.319 $ | +7,8 % | 7.856.237 $ | +84.625 $ | +1,1 % | 7.771.612 $ | +653.896 $ | +9,2 % | |||
| CONSILIO WEALTH ADVISORS, LLC | 8.455.435 $ | +330.873 $ | +4,1 % | 8.124.562 $ | +26.785 $ | +0,3 % | 8.097.777 $ | +202.643 $ | +2,6 % | |||
| VestGen Advisors, LLC | 4.221.216 $ | -4.167.753 $ | -49,7 % | 8.388.969 $ | +2.227.837 $ | +36,2 % | 6.161.132 $ | -4.874.953 $ | -44,2 % | |||
| CIM INVESTMENT MANAGEMENT INC | 8.362.283 $ | +74.080 $ | +0,9 % | 8.288.203 $ | +97.961 $ | +1,2 % | 8.190.242 $ | +196.837 $ | +2,5 % | |||
| Interchange Capital Partners, LLC | 6.918.422 $ | +236.730 $ | +3,5 % | 6.681.692 $ | -1.679.297 $ | -20,1 % | 8.360.989 $ | -124.558 $ | -1,5 % | |||
| POM Investment Strategies, LLC | 291.400 $ | +30.160 $ | +11,5 % | 261.240 $ | -8.096.135 $ | -96,9 % | 8.357.375 $ | +927.550 $ | +12,5 % | |||
| Daner Wealth Management, LLC | 8.353.331 $ | +366.183 $ | +4,6 % | 7.987.148 $ | -107.099 $ | -1,3 % | 8.094.247 $ | +637.052 $ | +8,5 % | |||
| HARBOUR INVESTMENTS, INC. | 8.338.144 $ | +1.006.169 $ | +13,7 % | 7.331.975 $ | +2.595.760 $ | +54,8 % | 4.736.215 $ | +255.794 $ | +5,7 % | |||
| IHT Wealth Management, LLC | 8.337.206 $ | +231.055 $ | +2,9 % | 8.106.151 $ | +827.994 $ | +11,4 % | 7.278.157 $ | +497.509 $ | +7,3 % | |||
| Bryant Woods Investment Advisors, LLC | 8.335.660 $ | +5.428.990 $ | +186,8 % | 2.906.670 $ | +485.802 $ | +20,1 % | 2.420.868 $ | -266.399 $ | -9,9 % | |||
| Western Wealth Management, LLC | 8.310.450 $ | +1.813.196 $ | +27,9 % | 6.497.254 $ | +652.653 $ | +11,2 % | 5.844.601 $ | -297.400 $ | -4,8 % | |||
| NWAM LLC | 8.303.409 $ | +957.388 $ | +13,0 % | 7.346.021 $ | -7.099 $ | -0,1 % | 7.353.120 $ | +154.255 $ | +2,1 % | |||
| Lynch Investment Planning, LLC | 8.255.417 $ | +1.199.760 $ | +17,0 % | 7.055.657 $ | +2.570.948 $ | +57,3 % | 4.484.709 $ | |||||
| Sheridan Capital Management, LLC | 8.182.977 $ | +401.883 $ | +5,2 % | 7.781.094 $ | -38.962 $ | -0,5 % | 7.820.056 $ | -31.296 $ | -0,4 % | |||
| AGF MANAGEMENT LTD | 8.100.261 $ | +488.409 $ | +6,4 % | 7.611.852 $ | -15.149 $ | -0,2 % | 7.627.001 $ | -186.893 $ | -2,4 % | |||
| Oakwell Private Wealth Management, LLC | 8.061.919 $ | +483.381 $ | +6,4 % | 7.578.538 $ | +100.934 $ | +1,3 % | 7.477.604 $ | +153.081 $ | +2,1 % | |||
| EWA, LLC | 7.978.499 $ | +206.778 $ | +2,7 % | 7.771.721 $ | +3.057.171 $ | +64,8 % | 4.714.550 $ | +54.176 $ | +1,2 % | |||
| Auour Investments LLC | 7.938.325 $ | +439.855 $ | +5,9 % | 7.498.470 $ | +117.612 $ | +1,6 % | 7.380.858 $ | +703.595 $ | +10,5 % | |||
| Williams Jones Wealth Management, LLC. | 7.874.457 $ | +3.696.316 $ | +88,5 % | 4.178.141 $ | +612.713 $ | +17,2 % | 3.565.428 $ | +237.083 $ | +7,1 % | |||
| Vericrest Private Wealth | 7.870.817 $ | +427.038 $ | +5,7 % | 7.443.779 $ | +626.940 $ | +9,2 % | 6.816.839 $ | |||||
| Clear Creek Financial Management, LLC | 7.818.843 $ | +3.341.037 $ | +74,6 % | 4.477.806 $ | ||||||||
| INSIGHT 2811, INC. | 7.799.143 $ | +519.103 $ | +7,1 % | 7.280.040 $ | +213.078 $ | +3,0 % | 7.066.962 $ | -199.176 $ | -2,7 % | |||
| Saiph Capital, LLC | 7.781.451 $ | +541.224 $ | +7,5 % | 7.240.227 $ | ||||||||
| Precision Wealth Strategies, LLC | 7.001.871 $ | +399.177 $ | +6,0 % | 6.602.694 $ | -1.171.627 $ | -15,1 % | 7.774.321 $ | -1.228.590 $ | -13,6 % | |||
| Wealth Analytics Partners, LLC | 7.702.903 $ | +1.189.804 $ | +18,3 % | 6.513.099 $ | +684.024 $ | +11,7 % | 5.829.075 $ | |||||
| Dorsey & Whitney Trust CO LLC | 7.701.096 $ | +861.645 $ | +12,6 % | 6.839.451 $ | +610.531 $ | +9,8 % | 6.228.920 $ | +253.249 $ | +4,2 % | |||
| Churchill Financial Advisors, LLC | 7.694.335 $ | +629.193 $ | +8,9 % | 7.065.142 $ | +405.382 $ | +6,1 % | 6.659.760 $ | |||||
| KMG FIDUCIARY PARTNERS, LLC | 279.073 $ | -6.496.619 $ | -95,9 % | 6.775.692 $ | -878.103 $ | -11,5 % | 7.653.795 $ | -11.920.685 $ | -60,9 % | |||
| Asset Dedication, LLC | 7.650.609 $ | +518.825 $ | +7,3 % | 7.131.784 $ | -247 $ | -0,0 % | 7.132.031 $ | +34.269 $ | +0,5 % | |||
| CWA Asset Management Group, LLC | 7.617.952 $ | +226.348 $ | +3,1 % | 7.391.604 $ | +1.478.764 $ | +25,0 % | 5.912.840 $ | +320.820 $ | +5,7 % | |||
| Affinity Capital Advisors, LLC | 7.610.697 $ | +445.887 $ | +6,2 % | 7.164.810 $ | +87.315 $ | +1,2 % | 7.077.495 $ | -296.315 $ | -4,0 % | |||
| ROVIN CAPITAL /UT/ /ADV | 7.597.000 $ | -10.159.000 $ | -57,2 % | |||||||||
| Gateway Wealth Partners, LLC | 5.377.143 $ | -2.216.951 $ | -29,2 % | 7.594.094 $ | +6.720.710 $ | +769,5 % | 873.384 $ | +421.962 $ | +93,5 % | |||
| Sequent Planning LLC | 7.571.495 $ | +1.565.543 $ | +26,1 % | 6.005.952 $ | +1.142.896 $ | +23,5 % | 4.863.056 $ | +1.396.146 $ | +40,3 % | |||
| New England Private Wealth Advisors LLC | 7.554.687 $ | +614.561 $ | +8,9 % | 6.940.126 $ | +2.989.030 $ | +75,7 % | 3.951.096 $ | +167.103 $ | +4,4 % | |||
| GENESIS PRIVATE WEALTH, LLC | 7.541.100 $ | +834.819 $ | +12,4 % | 6.706.281 $ | +256.662 $ | +4,0 % | 6.449.619 $ | |||||
| Visionary Wealth Advisors | 6.798.620 $ | -734.633 $ | -9,8 % | 7.533.253 $ | +617.068 $ | +8,9 % | 6.916.185 $ | +1.535.844 $ | +28,5 % | |||
| TFB Advisors LLC | 6.334.575 $ | +483.314 $ | +8,3 % | 5.851.261 $ | -1.651.622 $ | -22,0 % | 7.502.883 $ | +217.870 $ | +3,0 % | |||
| Coral Wealth Management, LLC | 7.490.938 $ | +842.938 $ | +12,7 % | 6.648.000 $ | ||||||||
| Wealth Dimensions Group, Ltd. | 7.209.699 $ | +20.952 $ | +0,3 % | 7.188.747 $ | -295.184 $ | -3,9 % | 7.483.931 $ | +139.847 $ | +1,9 % | |||
| Elmwood Wealth Management, Inc. | 7.432.218 $ | +757.441 $ | +11,3 % | 6.674.777 $ | +370.709 $ | +5,9 % | 6.304.068 $ | +354.240 $ | +6,0 % | |||
| North Berkeley Wealth Management, LLC | 7.425.988 $ | +3.865.805 $ | +108,6 % | 3.560.183 $ | +2.350.862 $ | +194,4 % | 1.209.321 $ | +746.316 $ | +161,2 % | |||
| DecisionMap Wealth Management, LLC | 7.425.290 $ | +770.493 $ | +11,6 % | 6.654.797 $ | +314.009 $ | +5,0 % | 6.340.788 $ | +771.651 $ | +13,9 % | |||
| SPINNAKER TRUST | 7.401.795 $ | +564.879 $ | +8,3 % | 6.836.916 $ | +1.458.849 $ | +27,1 % | 5.378.067 $ | +103.757 $ | +2,0 % | |||
| PRIVATE TRUST CO NA | 7.385.654 $ | +596.217 $ | +8,8 % | 6.789.437 $ | +256.393 $ | +3,9 % | 6.533.044 $ | +75.264 $ | +1,2 % | |||
| Jaffetilchin Investment Partners, LLC | 7.378.701 $ | +5.836.447 $ | +378,4 % | 1.542.254 $ | +144.897 $ | +10,4 % | ||||||
| Vista Cima Wealth Management LLC | 7.335.802 $ | +907.137 $ | +14,1 % | 6.428.665 $ | +3.551.234 $ | +123,4 % | 2.877.431 $ | +124.274 $ | +4,5 % | |||
| Curry Webb Wealth Management LLC | 7.334.912 $ | +911.629 $ | +14,2 % | 6.423.283 $ | +1.652.383 $ | +34,6 % | 4.770.900 $ | |||||
| CIBC WORLD MARKET INC. | 5.255.980 $ | -2.073.419 $ | -28,3 % | 7.329.399 $ | +2.690.093 $ | +58,0 % | 4.639.306 $ | +563.588 $ | +13,8 % | |||
| BG Investment Services, LLC | 7.312.973 $ | +161.289 $ | +2,3 % | 7.151.684 $ | -84.448 $ | -1,2 % | 7.236.132 $ | +201.712 $ | +2,9 % | |||
| SouthState Bank Corp | 7.311.094 $ | +1.208.266 $ | +19,8 % | 6.102.828 $ | -381.609 $ | -5,9 % | 6.484.437 $ | +891.391 $ | +15,9 % | |||
| Up Capital Management, Inc. | 7.299.903 $ | +1.926.223 $ | +35,8 % | 5.373.680 $ | ||||||||
| Sculati Wealth Management, LLC | 7.296.328 $ | +589.322 $ | +8,8 % | 6.707.006 $ | +236.364 $ | +3,7 % | 6.470.642 $ | +779.689 $ | +13,7 % | |||
| Adelphi Trust Co | 7.242.652 $ | +473.167 $ | +7,0 % | 6.769.485 $ | +2.025.622 $ | +42,7 % | 4.743.863 $ | +73.962 $ | +1,6 % | 4.669.901 $ | ||
| NISA INVESTMENT ADVISORS, LLC | 7.235.774 $ | +583.177 $ | +8,8 % | 6.652.597 $ | +104.125 $ | +1,6 % | 6.548.472 $ | +314.538 $ | +5,0 % | |||
| Avion Wealth | 7.142.000 $ | +362.000 $ | +5,3 % | 6.780.000 $ | -396.000 $ | -5,5 % | 7.176.000 $ | -134.000 $ | -1,8 % | |||
| Eagle Strategies LLC | 7.152.905 $ | +724.636 $ | +11,3 % | 6.428.269 $ | +309.189 $ | +5,1 % | 6.119.080 $ | +107.166 $ | +1,8 % | |||
| Confluence Wealth Services, Inc. | 7.152.777 $ | +926.658 $ | +14,9 % | 6.226.119 $ | +102.662 $ | +1,7 % | 6.123.457 $ | +1.068.414 $ | +21,1 % | |||
| Rothschild Wealth LLC | 5.690.518 $ | -919.769 $ | -13,9 % | 6.610.287 $ | -514.275 $ | -7,2 % | 7.124.562 $ | +698.983 $ | +10,9 % | |||
| Parkside Financial Bank & Trust | 7.064.022 $ | +838.526 $ | +13,5 % | 6.225.496 $ | +60.708 $ | +1,0 % | 6.164.788 $ | +154.723 $ | +2,6 % | |||
| OnyxPoint Global Management LP | 7.055.706 $ | -41.926.244 $ | -85,6 % | |||||||||
| TWO SIGMA SECURITIES, LLC | 7.036.239 $ | +4.152.585 $ | +144,0 % | 2.883.654 $ | ||||||||
| Belpointe Asset Management LLC | 6.922.908 $ | -86.189 $ | -1,2 % | 7.009.097 $ | +197.172 $ | +2,9 % | 6.811.925 $ | -299.010 $ | -4,2 % | |||
| B. Riley Wealth Advisors, Inc. | 5.179.379 $ | -252.328 $ | -4,6 % | 5.431.707 $ | -1.573.654 $ | -22,5 % | 7.005.361 $ | +69.347 $ | +1,0 % | |||
| Madison Asset Management, LLC | 6.978.098 $ | +3.849.019 $ | +123,0 % | 3.129.079 $ | +2.301.932 $ | +278,3 % | 827.147 $ | +72.090 $ | +9,5 % | |||
| LTG Capital LLC | 6.974.726 $ | +469.406 $ | +7,2 % | 6.505.320 $ | +159.644 $ | +2,5 % | 6.345.676 $ | +2.483.372 $ | +64,3 % | |||
| Bernard Wealth Management Corp. | 6.969.406 $ | +715.812 $ | +11,4 % | 6.253.594 $ | +1.719.351 $ | +37,9 % | 4.534.243 $ | +260.946 $ | +6,1 % | |||
| Elyxium Wealth, LLC | 6.949.083 $ | +567.046 $ | +8,9 % | 6.382.037 $ | +142.437 $ | +2,3 % | 6.239.600 $ | +386.219 $ | +6,6 % | |||
| Center For Asset Management LLC | 6.909.098 $ | +739.657 $ | +12,0 % | 6.169.441 $ | +770.354 $ | +14,3 % | 5.399.087 $ | +574.742 $ | +11,9 % | |||
| BRADLEY FOSTER & SARGENT INC/CT | 6.372.760 $ | +112.134 $ | +1,8 % | 6.260.626 $ | -639.984 $ | -9,3 % | 6.900.610 $ | -62.053 $ | -0,9 % | |||
| Snider Financial Group | 6.898.912 $ | +1.027.343 $ | +17,5 % | 5.871.569 $ | +3.319.749 $ | +130,1 % | 2.551.820 $ | +265.770 $ | +11,6 % | |||
| Capital Investment Advisory Services, LLC | 1.700.293 $ | +866.778 $ | +104,0 % | 833.515 $ | -6.013.442 $ | -87,8 % | 6.846.957 $ | +247.308 $ | +3,7 % | |||
| HEADINVEST, LLC | 6.816.906 $ | +727.134 $ | +11,9 % | 6.089.772 $ | +3.311.592 $ | +119,2 % | 2.778.180 $ | +523.574 $ | +23,2 % | |||
| Alliance Private Wealth, LLC | 5.941.155 $ | -549.434 $ | -8,5 % | 6.490.589 $ | -317.400 $ | -4,7 % | 6.807.989 $ | |||||
| Schuylkill Financial LLC | 6.807.171 $ | |||||||||||
| Jump Financial, LLC | 6.804.834 $ | +3.025.388 $ | +80,0 % | 3.779.446 $ | -944.310 $ | -20,0 % | 4.723.756 $ | |||||
| Busey Bank | 6.802.804 $ | +413.833 $ | +6,5 % | 6.388.971 $ | +363.749 $ | +6,0 % | 6.025.222 $ | +528.358 $ | +9,6 % | |||
| GGM Financial LLC | 6.787.478 $ | +1.520.978 $ | +28,9 % | 5.266.500 $ | +1.562.759 $ | +42,2 % | 3.703.741 $ | +977.476 $ | +35,9 % | |||
| Carrera Capital Advisors | 6.770.457 $ | +861.857 $ | +14,6 % | 5.908.600 $ | +31.545 $ | +0,5 % | 5.877.055 $ | +349.120 $ | +6,3 % | |||
| STOCK YARDS BANK & TRUST CO | 6.768.709 $ | +1.599.807 $ | +31,0 % | 5.168.902 $ | +964.288 $ | +22,9 % | 4.204.614 $ | +422.090 $ | +11,2 % | |||
| TOUNJIAN ADVISORY PARTNERS, LLC | 35.526 $ | -6.499.430 $ | -99,5 % | 6.534.956 $ | -231.930 $ | -3,4 % | 6.766.886 $ | +87.858 $ | +1,3 % | |||
| Portside Wealth Group, LLC | 6.761.855 $ | +1.424.840 $ | +26,7 % | 5.337.015 $ | ||||||||
| TruNorth Capital Management, LLC | 6.279.632 $ | +538.582 $ | +9,4 % | 5.741.050 $ | -1.018.548 $ | -15,1 % | 6.759.598 $ | +103.957 $ | +1,6 % | |||
| LEVEL FOUR ADVISORY SERVICES, LLC | 6.751.818 $ | +307.424 $ | +4,8 % | 6.444.394 $ | +256.550 $ | +4,1 % | 6.187.844 $ | +1.377.303 $ | +28,6 % | |||
| Telos Capital Management, Inc. | 6.748.679 $ | +334.205 $ | +5,2 % | 6.414.474 $ | -2.910 $ | -0,0 % | 6.417.384 $ | +54.142 $ | +0,9 % | |||
| AtlasMark Financial, Inc | 6.728.342 $ | +1.765.906 $ | +35,6 % | 4.962.436 $ | +0 $ | +0,0 % | 4.962.436 $ | +263.194 $ | +5,6 % | |||
| Premier Private Wealth Management LLC | 6.688.136 $ | +1.305.306 $ | +24,2 % | 5.382.830 $ | -189.081 $ | -3,4 % | 5.571.911 $ | |||||
| TritonPoint Partners, LLC | 6.657.381 $ | +1.233.687 $ | +22,7 % | 5.423.694 $ | +449.006 $ | +9,0 % | 4.974.688 $ | |||||
| Prospera Financial Services Inc | 6.657.153 $ | +851.167 $ | +14,7 % | 5.805.986 $ | +75.836 $ | +1,3 % | 5.730.150 $ | -122.816 $ | -2,1 % | |||
| MOODY NATIONAL BANK TRUST DIVISION | 6.651.587 $ | -3.354 $ | -0,1 % | 6.654.941 $ | +416.880 $ | +6,7 % | 6.238.061 $ | +302.837 $ | +5,1 % | 5.935.224 $ | +142.643 $ | +2,5 % |
| Capital Investment Counsel, LLC | 6.653.414 $ | +308.059 $ | +4,9 % | 6.345.355 $ | +110.871 $ | +1,8 % | 6.234.484 $ | +569.359 $ | +10,1 % | |||
| BRIGHTON JONES LLC | 6.649.841 $ | +1.094.169 $ | +19,7 % | 5.555.672 $ | +1.143.874 $ | +25,9 % | ||||||
| BOSTON RESEARCH & MANAGEMENT INC | 6.622.240 $ | +325.674 $ | +5,2 % | 6.296.566 $ | +53.897 $ | +0,9 % | 6.242.669 $ | +79.977 $ | +1,3 % | |||
| DEUTSCHE BANK AG\ | 6.619.786 $ | +334.378 $ | +5,3 % | 6.285.408 $ | -63.032 $ | -1,0 % | 6.348.440 $ | +233.945 $ | +3,8 % | |||
| Stratos Investment Management, LLC | 635.882 $ | -288.661 $ | -31,2 % | 924.543 $ | -5.689.810 $ | -86,0 % | 6.614.353 $ | -334.650 $ | -4,8 % | |||
| CITY NATIONAL BANK OF FLORIDA /MSD | 6.571.014 $ | +4.295.995 $ | +188,8 % | 2.275.019 $ | +82.623 $ | +3,8 % | 2.192.396 $ | +52.690 $ | +2,5 % | |||
| CFS Investment Advisory Services, LLC | 6.547.787 $ | +15.799 $ | +0,2 % | 6.531.988 $ | +17.545 $ | +0,3 % | 6.514.443 $ | +165.832 $ | +2,6 % | |||
| BCS Private Wealth Management, Inc. | 6.526.420 $ | +409.670 $ | +6,7 % | 6.116.750 $ | +90.724 $ | +1,5 % | 6.026.026 $ | +35.163 $ | +0,6 % | |||
| Ameritas Advisory Services, LLC | 3.932.939 $ | -2.367.009 $ | -37,6 % | 6.299.948 $ | -211.834 $ | -3,3 % | 6.511.782 $ | +4.691.204 $ | +257,7 % | |||
| CARY STREET PARTNERS FINANCIAL LLC | 6.509.245 $ | +363.643 $ | +5,9 % | 6.145.602 $ | +567.711 $ | +10,2 % | 5.577.891 $ | +179.521 $ | +3,3 % | |||
| Meramec Financial Planners, LLC | 6.372.194 $ | +205.524 $ | +3,3 % | 6.166.670 $ | -334.298 $ | -5,1 % | 6.500.968 $ | |||||
| Financial Synergies Wealth Advisors, Inc. | 6.498.420 $ | +475.127 $ | +7,9 % | 6.023.293 $ | +25.208 $ | +0,4 % | 5.998.085 $ | +155.981 $ | +2,7 % | |||
| Brio Consultants, LLC | 6.461.538 $ | +155.052 $ | +2,5 % | 6.306.486 $ | -58.496 $ | -0,9 % | 6.364.982 $ | +77.536 $ | +1,2 % | |||
| Envision Financial Transparency, LLC | 6.451.183 $ | |||||||||||
| RiverGlades Family Offices LLC | 6.439.858 $ | |||||||||||
| LEUTHOLD GROUP, LLC | 6.420.445 $ | +401.648 $ | +6,7 % | 6.018.797 $ | +34.818 $ | +0,6 % | 5.983.979 $ | -552.921 $ | -8,5 % | |||
| Aprio Wealth Management, LLC | 6.410.681 $ | +225.576 $ | +3,6 % | 6.185.105 $ | -178.019 $ | -2,8 % | 6.363.124 $ | +277.740 $ | +4,6 % | |||
| PKS Advisory Services, LLC | 6.394.696 $ | -7.626 $ | -0,1 % | 6.402.322 $ | +155.882 $ | +2,5 % | 6.246.440 $ | -266.939 $ | -4,1 % | |||
| Westfuller Advisors, LLC | 6.384.320 $ | +504.563 $ | +8,6 % | 5.879.757 $ | +392.862 $ | +7,2 % | 5.486.895 $ | +987.251 $ | +21,9 % | |||
| TAGStone Capital, Inc. | 6.381.254 $ | +323.169 $ | +5,3 % | 6.058.085 $ | +111.949 $ | +1,9 % | 5.946.136 $ | +242.806 $ | +4,3 % | |||
| Stephens Consulting, LLC | 6.368.533 $ | +78.027 $ | +1,2 % | |||||||||
| Clayton Financial Group LLC | 6.357.471 $ | +210.649 $ | +3,4 % | 6.146.822 $ | -130.249 $ | -2,1 % | 6.277.071 $ | +1.396.060 $ | +28,6 % | |||
| Charles Schwab Trust Co | 5.818.752 $ | +237.668 $ | +4,3 % | 5.581.084 $ | -757.604 $ | -12,0 % | 6.338.688 $ | -590.059 $ | -8,5 % | |||
| ADE, LLC | 6.325.997 $ | +407.471 $ | +6,9 % | 5.918.526 $ | +121.926 $ | +2,1 % | 5.796.600 $ | +393.670 $ | +7,3 % | |||
| Vigilare Wealth Management | 835.996 $ | -2.071.849 $ | -71,3 % | 2.907.845 $ | -3.394.007 $ | -53,9 % | 6.301.852 $ | -2.431.069 $ | -27,8 % | |||
| SAPIENT CAPITAL LLC | 6.299.365 $ | +493.521 $ | +8,5 % | 5.805.844 $ | +693.322 $ | +13,6 % | 5.112.522 $ | +364.849 $ | +7,7 % | 4.747.673 $ | +209.502 $ | +4,6 % |
| One Degree Advisors Inc | 6.286.000 $ | +574.000 $ | +10,0 % | 5.712.000 $ | +255.000 $ | +4,7 % | 5.457.000 $ | +464.000 $ | +9,3 % | |||
| FIDUCIARY FINANCIAL ADVISORS | 6.283.529 $ | +3.109.238 $ | +98,0 % | 3.174.291 $ | ||||||||
| Cornerstone National Bank & Trust Co | 6.278.540 $ | +3.239.720 $ | +106,6 % | 3.038.820 $ | ||||||||
| PFG Investments, LLC | 6.261.082 $ | +721.932 $ | +13,0 % | 5.539.150 $ | +181.716 $ | +3,4 % | 5.357.434 $ | +1.037.926 $ | +24,0 % | |||
| CrossGen Wealth, LLC | 6.218.280 $ | +3.755.935 $ | +152,5 % | 2.462.345 $ | +912.431 $ | +58,9 % | 1.549.914 $ | |||||
| Mach-1 Financial Group, LLC | 6.213.281 $ | +959.372 $ | +18,3 % | 5.253.909 $ | +727.693 $ | +16,1 % | 4.526.216 $ | +4.195.985 $ | +1.270,6 % | |||
| Emerald Advisors, LLC | 2.993.827 $ | -793.186 $ | -20,9 % | 3.787.013 $ | -2.393.756 $ | -38,7 % | 6.180.769 $ | -2.635.024 $ | -29,9 % | |||
| Fortis Capital Advisors, LLC | 5.953.144 $ | -167.113 $ | -2,7 % | 6.120.257 $ | +180.494 $ | +3,0 % | 5.939.763 $ | -210.572 $ | -3,4 % | |||
| HOWE & RUSLING INC | 6.103.481 $ | +883.714 $ | +16,9 % | 5.219.767 $ | +529.122 $ | +11,3 % | 4.690.645 $ | +392.198 $ | +9,1 % | |||
| SoundView Advisors Inc. | 6.053.000 $ | +388.000 $ | +6,8 % | 5.665.000 $ | -67.000 $ | -1,2 % | 5.732.000 $ | |||||
| VANGUARD GROUP INC | 6.045.316 $ | +602.428 $ | +11,1 % | |||||||||
| Ducere Wealth Management LLC | 2.505.784 $ | -3.534.438 $ | -58,5 % | 6.040.222 $ | +524.953 $ | +9,5 % | 5.515.269 $ | |||||
| Atlanta Consulting Group Advisors, LLC | 6.004.958 $ | +425.504 $ | +7,6 % | 5.579.454 $ | -457.396 $ | -7,6 % | 6.036.850 $ | +1.050.489 $ | +21,1 % | |||
| Marietta Wealth Management, LLC | 6.032.387 $ | +375.167 $ | +6,6 % | 5.657.220 $ | -81.460 $ | -1,4 % | 5.738.680 $ | -45.782 $ | -0,8 % | |||
| CAHABA WEALTH MANAGEMENT, INC. | 6.030.189 $ | +421.198 $ | +7,5 % | 5.608.991 $ | -57.785 $ | -1,0 % | 5.666.776 $ | +167.952 $ | +3,1 % | |||
| SELDON CAPITAL LP | 6.029.007 $ | +377.672 $ | +6,7 % | 5.651.335 $ | +66.794 $ | +1,2 % | 5.584.541 $ | +134.214 $ | +2,5 % | |||
| Greykasell Wealth Strategies, Inc. | 5.998.520 $ | +577.959 $ | +10,7 % | 5.420.561 $ | +103.029 $ | +1,9 % | 5.317.532 $ | +412.361 $ | +8,4 % | |||
| Brooklyn Investment Group | 5.993.054 $ | +761.193 $ | +14,5 % | 5.231.861 $ | +4.047.038 $ | +341,6 % | ||||||
| Good Steward Wealth Advisors,LLC | 5.952.032 $ | +454.417 $ | +8,3 % | 5.497.615 $ | +555.845 $ | +11,2 % | 4.941.770 $ | +831.739 $ | +20,2 % | |||
| Gold Investment Management Ltd. | 5.941.408 $ | +913.824 $ | +18,2 % | 5.027.584 $ | +632.235 $ | +14,4 % | 4.395.349 $ | +795.383 $ | +22,1 % | |||
| MATTERS CAPITAL LLC | 5.941.373 $ | +382.084 $ | +6,9 % | 5.559.289 $ | +91.829 $ | +1,7 % | 5.467.460 $ | |||||
| Bowman & Co S.C. | 5.916.224 $ | +21.117 $ | +0,4 % | |||||||||
| GENTRY PRIVATE WEALTH, LLC | 5.880.853 $ | +1.127.123 $ | +23,7 % | 4.753.730 $ | +665.050 $ | +16,3 % | 4.088.680 $ | +1.510.852 $ | +58,6 % | |||
| INVESTMENT PARTNERS, LTD. | 5.861.022 $ | +347.482 $ | +6,3 % | 5.513.540 $ | -9.981 $ | -0,2 % | 5.523.521 $ | +110.998 $ | +2,1 % | |||
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 5.851.395 $ | +366.545 $ | +6,7 % | 5.484.850 $ | +71.536 $ | +1,3 % | 5.413.314 $ | +131.409 $ | +2,5 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5.053.024 $ | -764.217 $ | -13,1 % | 5.817.241 $ | +331.768 $ | +6,0 % | 5.485.473 $ | +60.430 $ | +1,1 % | |||
| OPPENHEIMER & CO INC | 5.809.384 $ | +514.737 $ | +9,7 % | 5.294.647 $ | +330.243 $ | +6,7 % | 4.964.404 $ | +286.509 $ | +6,1 % | |||
| Segment Wealth Management, LLC | 5.796.056 $ | +319.625 $ | +5,8 % | 5.476.431 $ | +365.581 $ | +7,2 % | 5.110.850 $ | +122.830 $ | +2,5 % | |||
| Renasant Bank | 5.792.579 $ | +520.021 $ | +9,9 % | 5.272.558 $ | +2.480.333 $ | +88,8 % | 2.792.225 $ | +765.760 $ | +37,8 % | |||
| Aptus Capital Advisors, LLC | 5.780.409 $ | +1.434.335 $ | +33,0 % | 4.346.074 $ | -93.736 $ | -2,1 % | 4.439.810 $ | -179.672.008 $ | -97,6 % | |||
| Fiduciary Group, LLC | 5.773.927 $ | +228.667 $ | +4,1 % | 5.545.260 $ | +76.545 $ | +1,4 % | 5.468.715 $ | +162.487 $ | +3,1 % | |||
| Ellevest, Inc. | 5.759.626 $ | +414.681 $ | +7,8 % | 5.344.945 $ | +1.357 $ | +0,0 % | 5.343.588 $ | +200.007 $ | +3,9 % | |||
| Kaydan Wealth Management, Inc. | 5.484.950 $ | -270.245 $ | -4,7 % | 5.755.195 $ | +465.883 $ | +8,8 % | 5.289.312 $ | +293.770 $ | +5,9 % | 4.995.542 $ | +231.199 $ | +4,9 % |
| GeoWealth Management, LLC | 5.251.284 $ | -490.066 $ | -8,5 % | 5.741.350 $ | +430.626 $ | +8,1 % | 5.310.724 $ | -97.365 $ | -1,8 % | |||
| Parkwoods Wealth Partners, LLC | 5.726.618 $ | |||||||||||
| ORRSTOWN FINANCIAL SERVICES INC | 5.716.957 $ | +552.311 $ | +10,7 % | 5.164.646 $ | +632.423 $ | +14,0 % | 4.532.223 $ | +273.503 $ | +6,4 % | |||
| TRUE Private Wealth Advisors | 5.410.370 $ | -296.226 $ | -5,2 % | 5.706.596 $ | +2.064.643 $ | +56,7 % | 3.641.953 $ | +85.741 $ | +2,4 % | |||
| EverSource Wealth Advisors, LLC | 5.418.578 $ | -249.859 $ | -4,4 % | 5.668.437 $ | +678.101 $ | +13,6 % | 4.990.336 $ | +813.997 $ | +19,5 % | |||
| Blue Trust, Inc. | 3.328.514 $ | -1.726.417 $ | -34,2 % | 5.054.931 $ | -610.310 $ | -10,8 % | 5.665.241 $ | +3.165.658 $ | +126,6 % | |||
| TRANSCEND CAPITAL ADVISORS, LLC | 5.656.028 $ | +331.588 $ | +6,2 % | 5.324.440 $ | +483.704 $ | +10,0 % | 4.840.736 $ | +58.791 $ | +1,2 % | |||
| TD Waterhouse Canada Inc. | 5.652.229 $ | +249.492 $ | +4,6 % | 5.402.737 $ | +374.548 $ | +7,4 % | 5.028.189 $ | +10.301 $ | +0,2 % | |||
| Joel Adams & Associates, Inc. | 5.641.940 $ | +479.754 $ | +9,3 % | 5.162.186 $ | +16.483 $ | +0,3 % | 5.145.703 $ | +407.192 $ | +8,6 % | |||
| Roble, Belko & Company, Inc | 3.393.000 $ | +208.000 $ | +6,5 % | 3.185.000 $ | -2.455.000 $ | -43,5 % | 5.640.000 $ | +136.000 $ | +2,5 % | |||
| Wilmington Savings Fund Society, FSB | 5.636.119 $ | +547.246 $ | +10,8 % | 5.088.873 $ | +346.241 $ | +7,3 % | 4.742.632 $ | +2.418.877 $ | +104,1 % | |||
| Traveka Wealth, LLC | 5.631.730 $ | +469.448 $ | +9,1 % | 5.162.282 $ | +88.031 $ | +1,7 % | 5.074.251 $ | +215.971 $ | +4,4 % | |||
| West Family Investments, Inc. | 5.624.143 $ | |||||||||||
| Box Hill Private Wealth LLC | 5.610.014 $ | +632.292 $ | +12,7 % | 4.977.722 $ | +457.698 $ | +10,1 % | 4.520.024 $ | +1.002.893 $ | +28,5 % | 3.517.131 $ | ||
| MACKENZIE FINANCIAL CORP | 1.819.664 $ | -3.624.720 $ | -66,6 % | 5.444.384 $ | +2.229.062 $ | +69,3 % | 3.215.322 $ | -13.723.604 $ | -81,0 % | |||
| Merkkuri Wealth Advisors LLC | 5.440.626 $ | +882.646 $ | +19,4 % | 4.557.980 $ | +55.219 $ | +1,2 % | 4.502.761 $ | -12.093 $ | -0,3 % | |||
| Fisher Asset Management, LLC | 4.255.052 $ | -1.175.287 $ | -21,6 % | 5.430.339 $ | +3.999.970 $ | +279,6 % | 1.430.369 $ | +321.384 $ | +29,0 % | |||
| William Howard & Co Financial Advisors Inc | 5.409.780 $ | +364.250 $ | +7,2 % | 5.045.530 $ | +30.828 $ | +0,6 % | 5.014.702 $ | +204.617 $ | +4,3 % | |||
| Canvas Wealth Advisors, LLC | 4.672.100 $ | +207.588 $ | +4,6 % | 4.464.512 $ | -933.614 $ | -17,3 % | 5.398.126 $ | +173.559 $ | +3,3 % | |||
| Hamilton Wealth, LLC | 5.391.359 $ | +1.109.227 $ | +25,9 % | 4.282.132 $ | +1.126.279 $ | +35,7 % | 3.155.853 $ | +114.834 $ | +3,8 % | |||
| Crusonia Wealth Advisors LLC | 5.368.061 $ | +629.929 $ | +13,3 % | 4.738.132 $ | +77.382 $ | +1,7 % | 4.660.750 $ | |||||
| LIBERTY WEALTH MANAGEMENT LLC | 5.027.941 $ | +0 $ | +0,0 % | 5.027.941 $ | -314.147 $ | -5,9 % | 5.342.088 $ | -44.787 $ | -0,8 % | |||
| PCM Encore, LLC | 4.891.548 $ | -448.603 $ | -8,4 % | 5.340.151 $ | +55.931 $ | +1,1 % | 5.284.220 $ | |||||
| ABC ARBITRAGE SA | 5.329.758 $ | -3.308.781 $ | -38,3 % | |||||||||
| Wright Wealth LLC | 5.324.785 $ | +368.955 $ | +7,4 % | 4.955.830 $ | +109.477 $ | +2,3 % | 4.846.353 $ | |||||
| Eley Financial Management, Inc | 5.324.069 $ | +380.497 $ | +7,7 % | 4.943.572 $ | +190.383 $ | +4,0 % | 4.753.189 $ | +250.787 $ | +5,6 % | |||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 5.310.149 $ | +860.002 $ | +19,3 % | 4.450.147 $ | +900.857 $ | +25,4 % | 3.549.290 $ | +938.775 $ | +36,0 % | |||
| SMITH SHELLNUT WILSON LLC /ADV | 5.226.234 $ | -80.816 $ | -1,5 % | 5.307.050 $ | +29.984 $ | +0,6 % | 5.277.066 $ | +122.022 $ | +2,4 % | |||
| CAMBIENT FAMILY OFFICE, LLC | 5.296.351 $ | +491.290 $ | +10,2 % | 4.805.061 $ | +82.557 $ | +1,7 % | 4.722.504 $ | |||||
| Allie Family Office LLC | 5.217.290 $ | -45.466 $ | -0,9 % | 5.262.756 $ | +760.073 $ | +16,9 % | 4.502.683 $ | +85.268 $ | +1,9 % | |||
| Old Port Advisors | 5.245.923 $ | +469.015 $ | +9,8 % | 4.776.908 $ | +193.239 $ | +4,2 % | 4.583.669 $ | +214.323 $ | +4,9 % | |||
| Tanglewood Wealth Management, Inc. | 5.242.266 $ | +328.388 $ | +6,7 % | 4.913.878 $ | -74.769 $ | -1,5 % | 4.988.647 $ | +96.406 $ | +2,0 % | |||
| FFT WEALTH MANAGEMENT LLC | 5.231.727 $ | +1.919.567 $ | +58,0 % | 3.312.160 $ | +2.271.931 $ | +218,4 % | 1.040.229 $ | +33.918 $ | +3,4 % | |||
| Palisade Asset Management, LLC | 5.219.183 $ | +510.355 $ | +10,8 % | 4.708.828 $ | +133.486 $ | +2,9 % | 4.575.342 $ | +259.608 $ | +6,0 % | |||
| WEALTH ALLIANCE, LLC | 5.139.468 $ | +380.648 $ | +8,0 % | 4.758.820 $ | -455.868 $ | -8,7 % | 5.214.688 $ | +444.846 $ | +9,3 % | |||
| Prism Advisors, Inc. | 5.115.431 $ | -74.585 $ | -1,4 % | 5.190.016 $ | +285.553 $ | +5,8 % | 4.904.463 $ | +58.057 $ | +1,2 % | 4.846.406 $ | +104.720 $ | +2,2 % |
| Hofer & Associates. Inc | 5.177.722 $ | +517.512 $ | +11,1 % | 4.660.210 $ | +175.404 $ | +3,9 % | 4.484.806 $ | +212.989 $ | +5,0 % | |||
| Fortitude Family Office, LLC | 5.171.859 $ | +323.977 $ | +6,7 % | 4.847.882 $ | +57.299 $ | +1,2 % | 4.790.583 $ | +206.546 $ | +4,5 % | |||
| Mutual Advisors, LLC | 5.165.525 $ | +446.355 $ | +9,5 % | 4.719.170 $ | +262.532 $ | +5,9 % | 4.456.638 $ | +66.754 $ | +1,5 % | |||
| CITADEL ADVISORS LLC | 4.687.703 $ | -463.080 $ | -9,0 % | 5.150.783 $ | +4.140.145 $ | +409,7 % | 1.010.638 $ | -53.277.455 $ | -98,1 % | |||
| High Net Worth Advisory Group LLC | 5.139.446 $ | +337.247 $ | +7,0 % | 4.802.199 $ | +16.591 $ | +0,3 % | 4.785.608 $ | +143.944 $ | +3,1 % | |||
| OPTIMA CAPITAL LLC | 754.869 $ | +208.883 $ | +38,3 % | 545.986 $ | -4.576.762 $ | -89,3 % | 5.122.748 $ | +645.753 $ | +14,4 % | |||
| Boyd Wealth Management, LLC | 5.109.951 $ | +573.131 $ | +12,6 % | 4.536.820 $ | +51.296 $ | +1,1 % | 4.485.524 $ | +162.806 $ | +3,8 % | |||
| Trivium Point Advisory, LLC | 5.073.255 $ | +351.141 $ | +7,4 % | 4.722.114 $ | +36.471 $ | +0,8 % | 4.685.643 $ | +159.781 $ | +3,5 % | |||
| Koshinski Asset Management, Inc. | 5.061.922 $ | +51.194 $ | +1,0 % | 5.010.728 $ | +73.179 $ | +1,5 % | 4.937.549 $ | +69.037 $ | +1,4 % | |||
| FAS Wealth Partners, Inc. | 5.040.920 $ | +387.808 $ | +8,3 % | 4.653.112 $ | +44.172 $ | +1,0 % | 4.608.940 $ | +185.765 $ | +4,2 % | |||
| AAF Wealth Management, LLC | 4.983.867 $ | +241.877 $ | +5,1 % | 4.741.990 $ | -298.070 $ | -5,9 % | 5.040.060 $ | +123.661 $ | +2,5 % | |||
| Ewing Morris & Co. Investment Partners Ltd. | 5.021.387 $ | |||||||||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 5.010.261 $ | +430.758 $ | +9,4 % | 4.579.503 $ | +247.182 $ | +5,7 % | 4.332.321 $ | -16.592 $ | -0,4 % | |||
| SteelPeak Wealth, LLC | 4.979.472 $ | +392.950 $ | +8,6 % | 4.586.522 $ | +3.584.301 $ | +357,6 % | 1.002.221 $ | +516.078 $ | +106,2 % | |||
| Legacy Financial Advisors, Inc. | 4.870.324 $ | +168.085 $ | +3,6 % | 4.702.239 $ | -254.688 $ | -5,1 % | 4.956.927 $ | -112.314 $ | -2,2 % | |||
| OKABENA INVESTMENT SERVICES INC | 4.950.884 $ | +337.023 $ | +7,3 % | 4.613.861 $ | +302.336 $ | +7,0 % | 4.311.525 $ | +105.104 $ | +2,5 % | |||
| NorthRock Partners, LLC | 4.875.792 $ | +241.031 $ | +5,2 % | 4.634.761 $ | -298.252 $ | -6,0 % | 4.933.013 $ | +605.687 $ | +14,0 % | |||
| LM Advisors LLC | 4.926.000 $ | +4.881.572 $ | +10.987,6 % | 44.428 $ | +9.388 $ | +26,8 % | 35.040 $ | -2.964.960 $ | -98,8 % | |||
| Choate Investment Advisors | 4.913.797 $ | +360.953 $ | +7,9 % | 4.552.844 $ | +574.468 $ | +14,4 % | 3.978.376 $ | +99.456 $ | +2,6 % | |||
| Operose Advisors LLC | 4.913.632 $ | +2.052.419 $ | +71,7 % | 2.861.213 $ | +164.249 $ | +6,1 % | 2.696.964 $ | +104.197 $ | +4,0 % | |||
| Trust Point Inc. | 4.890.906 $ | +412.747 $ | +9,2 % | 4.478.159 $ | +312.099 $ | +7,5 % | 4.166.060 $ | -130.119 $ | -3,0 % | |||
| Ellis Investment Partners, LLC | 4.879.370 $ | +562.765 $ | +13,0 % | 4.316.605 $ | +133.758 $ | +3,2 % | 4.182.847 $ | +262.333 $ | +6,7 % | |||
| Rinkey Investments | 4.866.376 $ | +305.203 $ | +6,7 % | 4.561.173 $ | +53.910 $ | +1,2 % | 4.507.263 $ | +108.323 $ | +2,5 % | |||
| Fi3 FINANCIAL ADVISORS, LLC | 281.908 $ | -3.747.272 $ | -93,0 % | 4.029.180 $ | -822.376 $ | -17,0 % | 4.851.556 $ | +866.558 $ | +21,7 % | |||
| Element Wealth, LLC | 4.847.963 $ | +353.055 $ | +7,9 % | 4.494.908 $ | +271.856 $ | +6,4 % | 4.223.052 $ | +11.475 $ | +0,3 % | |||
| Princeton Global Asset Management LLC | 4.839.465 $ | +577.773 $ | +13,6 % | 4.261.692 $ | +905.161 $ | +27,0 % | 3.356.531 $ | +97.800 $ | +3,0 % | |||
| JOHNSON INVESTMENT COUNSEL INC | 4.836.075 $ | +515.092 $ | +11,9 % | 4.320.983 $ | +1.231.675 $ | +39,9 % | 3.089.308 $ | +527.745 $ | +20,6 % | |||
| Avior Wealth Management, LLC | 4.618.450 $ | +117.169 $ | +2,6 % | 4.501.281 $ | -316.844 $ | -6,6 % | 4.818.125 $ | +99.414 $ | +2,1 % | |||
| Sage Mountain Advisors LLC | 4.791.185 $ | +493.124 $ | +11,5 % | 4.298.061 $ | +534.958 $ | +14,2 % | 3.763.103 $ | +103.784 $ | +2,8 % | |||
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 3.546.746 $ | -424.224 $ | -10,7 % | 3.970.970 $ | -816.445 $ | -17,1 % | 4.787.415 $ | +227.753 $ | +5,0 % | |||
| Patten Group, Inc. | 4.779.263 $ | +124.846 $ | +2,7 % | 4.654.417 $ | +120.855 $ | +2,7 % | 4.533.562 $ | +240.373 $ | +5,6 % | |||
| FDx Advisors, Inc. | 3.865.000 $ | -913.000 $ | -19,1 % | 4.778.000 $ | -1.631.000 $ | -25,4 % | ||||||
| Russell Investments Group, Ltd. | 4.771.814 $ | +1.902.671 $ | +66,3 % | 2.869.143 $ | -234.446 $ | -7,6 % | 3.103.589 $ | +1.319.220 $ | +73,9 % | |||
| Wakefield Asset Management LLLP | 4.767.040 $ | +524.238 $ | +12,4 % | 4.242.802 $ | +10.963 $ | +0,3 % | 4.231.839 $ | +117.592 $ | +2,9 % | |||
| Linscomb Wealth, Inc. | 4.761.639 $ | +2.994.327 $ | +169,4 % | 1.767.312 $ | +1.565.979 $ | +777,8 % | 201.333 $ | -22.664 $ | -10,1 % | |||
| Essex Financial Services, Inc. | 4.756.567 $ | +1.028.262 $ | +27,6 % | 3.728.305 $ | +452.984 $ | +13,8 % | 3.275.321 $ | +309.170 $ | +10,4 % | |||
| Henderson Brothers Financial Partners, LLC | 2.815.230 $ | -1.928.595 $ | -40,7 % | 4.743.825 $ | ||||||||
| Soltis Investment Advisors LLC | 4.718.854 $ | +861.776 $ | +22,3 % | 3.857.078 $ | +215.474 $ | +5,9 % | 3.641.604 $ | +146.524 $ | +4,2 % | |||
| RFG Advisory, LLC | 4.708.636 $ | +381.886 $ | +8,8 % | 4.326.750 $ | +2.252.883 $ | +108,6 % | 2.073.867 $ | -250.621 $ | -10,8 % | |||
| Quadrature Capital Ltd | 4.684.126 $ | +4.061.383 $ | +652,2 % | |||||||||
| Inspire Advisors, LLC | 4.677.933 $ | +433.047 $ | +10,2 % | 4.244.886 $ | +5.082 $ | +0,1 % | 4.239.804 $ | +728.611 $ | +20,8 % | |||
| Invera Wealth Advisors, LLC | 4.674.279 $ | +297.244 $ | +6,8 % | 4.377.035 $ | -104.016 $ | -2,3 % | 4.481.051 $ | -152.665 $ | -3,3 % | |||
| Rock Creek Group LLC | 4.646.359 $ | +292.862 $ | +6,7 % | 4.353.497 $ | -305.043 $ | -6,5 % | 4.658.540 $ | -762.887 $ | -14,1 % | |||
| Sound View Wealth Advisors Group, LLC | 4.638.849 $ | +88.716 $ | +1,9 % | 4.550.133 $ | +180.544 $ | +4,1 % | 4.369.589 $ | +87.435 $ | +2,0 % | |||
| Purewater Capital LLC | 4.635.821 $ | +1.513.905 $ | +48,5 % | 3.121.916 $ | ||||||||
| Claro Advisors Inc. | 4.622.618 $ | -12.206 $ | -0,3 % | 4.634.824 $ | +2.166.863 $ | +87,8 % | 2.467.961 $ | +296.937 $ | +13,7 % | |||
| SIGNET FINANCIAL MANAGEMENT, LLC | 4.597.399 $ | -33.422 $ | -0,7 % | 4.630.821 $ | +43.890 $ | +1,0 % | ||||||
| Diversified Enterprises, LLC | 4.630.653 $ | +299.124 $ | +6,9 % | 4.331.529 $ | +301.835 $ | +7,5 % | 4.029.694 $ | +804.371 $ | +24,9 % | |||
| New Hampshire Trust | 4.606.190 $ | +320.590 $ | +7,5 % | 4.285.600 $ | +419.496 $ | +10,9 % | 3.866.104 $ | +710.633 $ | +22,5 % | |||
| TITLEIST ASSET MANAGEMENT, LLC | 4.602.080 $ | +829.320 $ | +22,0 % | 3.772.760 $ | +740.018 $ | +24,4 % | 3.032.742 $ | +2.414.225 $ | +390,3 % | 618.517 $ | +392.788 $ | +174,0 % |
| PMG Wealth Management, Inc. | 659.703 $ | +5.538 $ | +0,8 % | 654.165 $ | -3.944.969 $ | -85,8 % | 4.599.134 $ | +184.603 $ | +4,2 % | |||
| JT Stratford LLC | 4.592.958 $ | +693.559 $ | +17,8 % | 3.899.399 $ | +144.047 $ | +3,8 % | 3.755.352 $ | |||||
| REDW Wealth LLC | 4.428.386 $ | +105.578 $ | +2,4 % | 4.322.808 $ | -260.943 $ | -5,7 % | 4.583.751 $ | -245.802 $ | -5,1 % | |||
| CVA Family Office, LLC | 4.542.202 $ | -39.430 $ | -0,9 % | 4.581.632 $ | +381.613 $ | +9,1 % | 4.200.019 $ | +125.340 $ | +3,1 % | |||
| Financial Planning Navigators CORP | 4.576.727 $ | +764.999 $ | +20,1 % | 3.811.728 $ | +973.020 $ | +34,3 % | 2.838.708 $ | |||||
| North Star Investment Management Corp. | 4.570.668 $ | +408.314 $ | +9,8 % | 4.162.354 $ | +276.460 $ | +7,1 % | 3.885.894 $ | +540.234 $ | +16,1 % | |||
| Helium Advisors LLC | 4.536.475 $ | +523.380 $ | +13,0 % | 4.013.095 $ | -269.261 $ | -6,3 % | 4.282.356 $ | -2.736.065 $ | -39,0 % | |||
| Schiavi & Co LLC | 4.531.244 $ | +232.970 $ | +5,4 % | 4.298.274 $ | +111.278 $ | +2,7 % | 4.186.996 $ | +55.574 $ | +1,3 % | |||
| PLIMOTH TRUST CO LLC | 4.520.813 $ | +741.819 $ | +19,6 % | 3.778.994 $ | +755.514 $ | +25,0 % | 3.023.480 $ | +685.318 $ | +29,3 % | |||
| Global Trust Wealth Management LLC | 4.508.064 $ | +251.163 $ | +5,9 % | 4.256.901 $ | -98.549 $ | -2,3 % | 4.355.450 $ | |||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4.481.548 $ | +301.206 $ | +7,2 % | 4.180.342 $ | +86.445 $ | +2,1 % | 4.093.897 $ | +84.716 $ | +2,1 % | |||
| SkyView Investment Advisors, LLC | 4.453.000 $ | +54.000 $ | +1,2 % | 4.399.000 $ | +106.000 $ | +2,5 % | ||||||
| BEAM WEALTH ADVISORS, INC. | 4.379.555 $ | +172.594 $ | +4,1 % | 4.206.961 $ | +308.163 $ | +7,9 % | 3.898.798 $ | +240.641 $ | +6,6 % | |||
| Vilga Financial Planning LLC | 4.366.382 $ | -6.857 $ | -0,2 % | 4.373.239 $ | +388.561 $ | +9,8 % | 3.984.678 $ | +44.681 $ | +1,1 % | 3.939.997 $ | ||
| Centerpoint Advisors, LLC | 4.372.000 $ | +244.000 $ | +5,9 % | 4.128.000 $ | +23.000 $ | +0,6 % | 4.105.000 $ | +96.000 $ | +2,4 % | |||
| Hamilton Capital Partners Inc. | 4.327.363 $ | |||||||||||
| Clarus Wealth Advisors | 4.321.430 $ | +329.204 $ | +8,2 % | 3.992.226 $ | ||||||||
| Advisor OS, LLC | 887.664 $ | -3.368.797 $ | -79,1 % | 4.256.461 $ | +3.594.749 $ | +543,2 % | 661.712 $ | +118.605 $ | +21,8 % | |||
| PACK Private Wealth, LLC | 4.224.699 $ | +264.645 $ | +6,7 % | 3.960.054 $ | +46.805 $ | +1,2 % | 3.913.249 $ | +94.048 $ | +2,5 % | |||
| Vanguard National Trust Co | 4.217.262 $ | +235.753 $ | +5,9 % | 3.981.509 $ | ||||||||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4.210.390 $ | +375.484 $ | +9,8 % | 3.834.906 $ | +314.935 $ | +8,9 % | 3.519.971 $ | +49.280 $ | +1,4 % | |||
| Wilshire Advisors LLC | 3.972.142 $ | +183.099 $ | +4,8 % | 3.789.043 $ | -403.321 $ | -9,6 % | 4.192.364 $ | -85.215 $ | -2,0 % | |||
| CERTUITY, LLC | 4.171.558 $ | +460.100 $ | +12,4 % | 3.711.458 $ | -224.066 $ | -5,7 % | 3.935.524 $ | +1.996.718 $ | +103,0 % | |||
| SAX WEALTH ADVISORS, LLC | 4.155.972 $ | +1.759.596 $ | +73,4 % | 2.396.376 $ | -10.735 $ | -0,4 % | 2.407.111 $ | -310.570 $ | -11,4 % | |||
| IFG Advisors, LLC | 4.151.910 $ | +3.910.865 $ | +1.622,5 % | 241.045 $ | ||||||||
| M Holdings Securities, Inc. | 4.143.000 $ | +353.000 $ | +9,3 % | 3.790.000 $ | +182.000 $ | +5,0 % | 3.608.000 $ | +1.397.000 $ | +63,2 % | |||
| JPL Wealth Management, LLC | 4.139.068 $ | +327.575 $ | +8,6 % | 3.811.493 $ | -74.111 $ | -1,9 % | 3.885.604 $ | -1.030.040 $ | -21,0 % | |||
| Birchcreek Wealth Management, LLC | 4.093.866 $ | +294.386 $ | +7,7 % | 3.799.480 $ | +118.149 $ | +3,2 % | 3.681.331 $ | -7.223.726 $ | -66,2 % | |||
| ISLAY CAPITAL MANAGEMENT, LLC | 3.123.590 $ | -921.109 $ | -22,8 % | 4.044.699 $ | +1.181.800 $ | +41,3 % | 2.862.899 $ | +831.195 $ | +40,9 % | |||
| BEARING POINT CAPITAL, LLC | 4.023.330 $ | +818.568 $ | +25,5 % | 3.204.762 $ | -208.137 $ | -6,1 % | 3.412.899 $ | +374.511 $ | +12,3 % | |||
| BRIDGES INVESTMENT MANAGEMENT INC | 3.999.957 $ | +287.412 $ | +7,7 % | 3.712.545 $ | -116.433 $ | -3,0 % | 3.828.978 $ | +267.777 $ | +7,5 % | |||
| Madison Wealth Partners, Inc | 3.970.140 $ | +443.842 $ | +12,6 % | 3.526.298 $ | +58.017 $ | +1,7 % | 3.468.281 $ | +133.990 $ | +4,0 % | |||
| Jefferies Financial Group Inc. | 3.935.298 $ | +305.802 $ | +8,4 % | 3.629.496 $ | ||||||||
| Sierra Capital LLC | 3.898.645 $ | +244.645 $ | +6,7 % | 3.654.000 $ | -7.000 $ | -0,2 % | 3.661.000 $ | +88.000 $ | +2,5 % | |||
| Heritage Family Offices, LLP | 2.763.835 $ | -69.845 $ | -2,5 % | 2.833.680 $ | -1.064.282 $ | -27,3 % | 3.897.962 $ | +538.598 $ | +16,0 % | |||
| BWM Planning, LLC | 3.894.138 $ | +257.880 $ | +7,1 % | 3.636.258 $ | +42.978 $ | +1,2 % | 3.593.280 $ | +128.931 $ | +3,7 % | |||
| Stolper Co | 442.000 $ | -3.434.000 $ | -88,6 % | 3.876.000 $ | +3.466.000 $ | +845,4 % | 410.000 $ | +2.000 $ | +0,5 % | |||
| CSM Advisors, LLC | 3.827.000 $ | -38.000 $ | -1,0 % | 3.865.000 $ | +47.000 $ | +1,2 % | 3.818.000 $ | +91.000 $ | +2,4 % | |||
| Intrua Financial, LLC | 3.842.780 $ | +76.753 $ | +2,0 % | 3.766.027 $ | +21.650 $ | +0,6 % | 3.744.377 $ | +11.834 $ | +0,3 % | |||
| 2UniFi Bank | 3.826.250 $ | +25.810 $ | +0,7 % | 3.800.440 $ | +1.999.060 $ | +111,0 % | ||||||
| Arrowroot Family Office, LLC | 3.826.024 $ | +519.992 $ | +15,7 % | 3.306.032 $ | +250.589 $ | +8,2 % | 3.055.443 $ | +375.223 $ | +14,0 % | |||
| Colonial Trust Advisors | 3.825.341 $ | +181.418 $ | +5,0 % | 3.643.923 $ | +107.927 $ | +3,1 % | 3.535.996 $ | +350.229 $ | +11,0 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 3.816.120 $ | +1.793.247 $ | +88,6 % | 2.022.873 $ | +108.693 $ | +5,7 % | 1.914.180 $ | +178.540 $ | +10,3 % | |||
| KPP Advisory Services LLC | 3.815.881 $ | +552.220 $ | +16,9 % | 3.263.661 $ | +230.898 $ | +7,6 % | ||||||
| MONTAG A & ASSOCIATES INC | 3.230.698 $ | -582.517 $ | -15,3 % | 3.813.215 $ | +3.414.670 $ | +856,8 % | 398.545 $ | +381.606 $ | +2.252,8 % | |||
| Inman Jager Wealth Management, LLC | 3.803.417 $ | +287.866 $ | +8,2 % | 3.515.551 $ | -73.495 $ | -2,0 % | 3.589.046 $ | +74.469 $ | +2,1 % | |||
| Evanson Financial, LLC | 3.800.216 $ | |||||||||||
| Capital Advantage, Inc. | 3.792.972 $ | +199.851 $ | +5,6 % | 3.593.121 $ | +13.570 $ | +0,4 % | 3.579.551 $ | +140.305 $ | +4,1 % | |||
| Windward Private Wealth Management Inc. | 3.792.310 $ | +219.453 $ | +6,1 % | 3.572.857 $ | -167.108 $ | -4,5 % | 3.739.965 $ | +89.883 $ | +2,5 % | |||
| Pinnacle Bancorp, Inc. | 3.786.088 $ | +603.689 $ | +19,0 % | 3.182.399 $ | +322.902 $ | +11,3 % | 2.859.497 $ | -1.104 $ | -0,0 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 3.783.207 $ | +252.793 $ | +7,2 % | 3.530.414 $ | +154.341 $ | +4,6 % | ||||||
| Schneider Downs Wealth Management Advisors, LP | 3.780.686 $ | +618.580 $ | +19,6 % | 3.162.106 $ | +37.374 $ | +1,2 % | 3.124.732 $ | +463.785 $ | +17,4 % | |||
| COWA, LLC | 3.163.476 $ | +292.377 $ | +10,2 % | 2.871.099 $ | -907.454 $ | -24,0 % | 3.778.553 $ | +192.523 $ | +5,4 % | |||
| Bigelow Investment Advisors, LLC | 3.763.819 $ | +199.924 $ | +5,6 % | 3.563.895 $ | +223.459 $ | +6,7 % | 3.340.436 $ | +124.809 $ | +3,9 % | |||
| Blue Fin Capital, Inc. | 3.755.900 $ | +489.268 $ | +15,0 % | 3.266.632 $ | +721.636 $ | +28,4 % | 2.544.996 $ | +1.349.722 $ | +112,9 % | |||
| Aletheian Wealth Advisors LLC | 3.746.737 $ | +236.344 $ | +6,7 % | 3.510.393 $ | +160.964 $ | +4,8 % | 3.349.429 $ | +71.113 $ | +2,2 % | |||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 3.714.766 $ | +539.498 $ | +17,0 % | 3.175.268 $ | +329.273 $ | +11,6 % | 2.845.995 $ | +90 $ | +0,0 % | 2.845.905 $ | +64.732 $ | +2,3 % |
| MONECO ADVISORS, LLC | 3.711.900 $ | +350.767 $ | +10,4 % | 3.361.133 $ | +17.947 $ | +0,5 % | 3.343.186 $ | +337.184 $ | +11,2 % | |||
| Kestra Investment Management, LLC | 3.711.356 $ | +172.638 $ | +4,9 % | 3.538.718 $ | +394.378 $ | +12,5 % | 3.144.340 $ | -59.542 $ | -1,9 % | |||
| STRATEGY ASSET MANAGERS LLC | 3.709.726 $ | +514.152 $ | +16,1 % | 3.195.574 $ | +226.314 $ | +7,6 % | 2.969.260 $ | +190.357 $ | +6,9 % | |||
| SMITH, MOORE & CO. | 3.701.288 $ | +595.486 $ | +19,2 % | 3.105.802 $ | +874.323 $ | +39,2 % | 2.231.479 $ | +1.049.843 $ | +88,8 % | |||
| 4Thought Financial Group Inc. | 2.529.162 $ | -693.825 $ | -21,5 % | 3.222.987 $ | -477.188 $ | -12,9 % | 3.700.175 $ | -95.325 $ | -2,5 % | |||
| Forefront Wealth Partners, LLC | 3.695.552 $ | +221.169 $ | +6,4 % | 3.474.383 $ | +408.011 $ | +13,3 % | 3.066.372 $ | +496.989 $ | +19,3 % | |||
| Invst, LLC | 3.622.628 $ | -61.966 $ | -1,7 % | 3.684.594 $ | +1.317.102 $ | +55,6 % | 2.367.492 $ | +881.738 $ | +59,3 % | |||
| Penobscot Investment Management Company, Inc. | 3.682.209 $ | +494.738 $ | +15,5 % | 3.187.471 $ | +621.579 $ | +24,2 % | 2.565.892 $ | +566.231 $ | +28,3 % | |||
| PANORAMIC INVESTMENT ADVISORS, LLC | 3.670.259 $ | +1.440.726 $ | +64,6 % | 2.229.533 $ | +56.947 $ | +2,6 % | 2.172.586 $ | -696.905 $ | -24,3 % | |||
| Corsicana & Co. | 3.665.694 $ | +879.883 $ | +31,6 % | 2.785.811 $ | -488.872 $ | -14,9 % | 3.274.683 $ | +34.172 $ | +1,1 % | |||
| PATTON ALBERTSON MILLER GROUP, LLC | 3.658.740 $ | +129.881 $ | +3,7 % | 3.528.859 $ | +39.293 $ | +1,1 % | 3.489.566 $ | -1.088 $ | -0,0 % | |||
| Storen Legacy Partners, LLC | 3.655.906 $ | +654.474 $ | +21,8 % | 3.001.432 $ | ||||||||
| SHUFRO ROSE & CO LLC | 3.630.324 $ | +258.304 $ | +7,7 % | 3.372.020 $ | +36.544 $ | +1,1 % | 3.335.476 $ | +805.576 $ | +31,8 % | |||
| PARSONS CAPITAL MANAGEMENT INC/RI | 3.626.392 $ | +265.353 $ | +7,9 % | 3.361.039 $ | +303.543 $ | +9,9 % | 3.057.496 $ | +322.269 $ | +11,8 % | |||
| MAIMON WEALTH MANAGEMENT LTD. | 3.623.682 $ | +423.435 $ | +13,2 % | 3.200.247 $ | +111.641 $ | +3,6 % | 3.088.606 $ | |||||
| LGL PARTNERS, LLC | 3.621.429 $ | +286.440 $ | +8,6 % | 3.334.989 $ | +295.206 $ | +9,7 % | 3.039.783 $ | +82.469 $ | +2,8 % | |||
| Bryn Mawr Trust Advisors, LLC | 3.610.453 $ | +252.787 $ | +7,5 % | 3.357.666 $ | +44.793 $ | +1,4 % | 3.312.873 $ | +194.684 $ | +6,2 % | |||
| Hobbs Group Advisors, LLC | 3.604.562 $ | +360.025 $ | +11,1 % | 3.244.537 $ | +147.274 $ | +4,8 % | 3.097.263 $ | +168.125 $ | +5,7 % | |||
| RED CRANE WEALTH MANAGEMENT, LLC | 3.598.881 $ | +237.277 $ | +7,1 % | 3.361.604 $ | -119.456 $ | -3,4 % | 3.481.060 $ | +114.089 $ | +3,4 % | |||
| SWP FINANCIAL LLC | 3.424.769 $ | -174.025 $ | -4,8 % | 3.598.794 $ | +282.199 $ | +8,5 % | 3.316.595 $ | +266.168 $ | +8,7 % | |||
| AdvisorNet Financial, Inc | 3.577.652 $ | +355.770 $ | +11,0 % | 3.221.882 $ | +125.404 $ | +4,0 % | 3.096.478 $ | +953.496 $ | +44,5 % | |||
| TICINO WEALTH | 3.558.224 $ | +1.992.690 $ | +127,3 % | 1.565.534 $ | +181.722 $ | +13,1 % | 1.383.812 $ | |||||
| TOBIAS FINANCIAL ADVISORS, INC. | 3.547.866 $ | +220.888 $ | +6,6 % | 3.326.978 $ | +653.824 $ | +24,5 % | 2.673.154 $ | +182.287 $ | +7,3 % | |||
| Evanson Asset Management, LLC | 3.533.730 $ | +41.766 $ | +1,2 % | 3.491.964 $ | +561.514 $ | +19,2 % | ||||||
| HCR Wealth Advisors | 3.522.712 $ | +244.535 $ | +7,5 % | 3.278.177 $ | +83.654 $ | +2,6 % | 3.194.523 $ | +1.608.254 $ | +101,4 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.219.968 $ | -246.960 $ | -7,1 % | 3.466.928 $ | -40.074 $ | -1,1 % | 3.507.002 $ | +67.695 $ | +2,0 % | |||
| KALEIDOSCOPE CAPITAL LP | 3.503.922 $ | +274.626 $ | +8,5 % | 3.229.296 $ | -196.664 $ | -5,7 % | 3.425.960 $ | -210.502 $ | -5,8 % | |||
| Chesley Taft & Associates LLC | 3.503.246 $ | +219.451 $ | +6,7 % | 3.283.795 $ | +38.812 $ | +1,2 % | 3.244.983 $ | -961.002 $ | -22,8 % | |||
| Thayer Partners, LLC / MA | 3.496.550 $ | +589.859 $ | +20,3 % | 2.906.691 $ | +212.112 $ | +7,9 % | 2.694.579 $ | |||||
| Empower Advisory Group, LLC | 3.468.075 $ | +376.943 $ | +12,2 % | 3.091.132 $ | +80.907 $ | +2,7 % | 3.010.225 $ | +360.078 $ | +13,6 % | |||
| Compton Financial Group, LLC | 2.639.829 $ | -395.157 $ | -13,0 % | 3.034.986 $ | -404.560 $ | -11,8 % | 3.439.546 $ | -152.904 $ | -4,3 % | |||
| Beacon Bridge Wealth Partners, LLC | 3.439.504 $ | +117.325 $ | +3,5 % | 3.322.179 $ | +17.258 $ | +0,5 % | 3.304.921 $ | +31.494 $ | +1,0 % | |||
| Perennial Investment Advisors, LLC | 3.438.545 $ | +1.304.745 $ | +61,1 % | 2.133.800 $ | +275.619 $ | +14,8 % | 1.858.181 $ | +164.613 $ | +9,7 % | |||
| Wealthfront Advisers LLC | 3.436.316 $ | +357.753 $ | +11,6 % | 3.078.563 $ | +384.296 $ | +14,3 % | 2.694.267 $ | +249.762 $ | +10,2 % | |||
| AMG Asset Management Group, Inc. | 3.433.226 $ | +336.104 $ | +10,9 % | 3.097.122 $ | ||||||||
| TOMPKINS FINANCIAL CORP | 3.431.199 $ | +25.016 $ | +0,7 % | 3.406.183 $ | -9.424 $ | -0,3 % | 3.415.607 $ | +279.050 $ | +8,9 % | 3.136.557 $ | +376.949 $ | +13,7 % |
| Cambridge Financial Group, LLC | 3.431.154 $ | +0 $ | +0,0 % | 3.431.154 $ | +124.831 $ | +3,8 % | 3.306.323 $ | +701.987 $ | +27,0 % | 2.604.336 $ | -569.025 $ | -17,9 % |
| JGP Wealth Management, LLC | 3.422.569 $ | +260.738 $ | +8,2 % | 3.161.831 $ | +259.736 $ | +8,9 % | 2.902.095 $ | -2.480.054 $ | -46,1 % | |||
| Powerhouse Assets LLC | 3.227.419 $ | -186.912 $ | -5,5 % | 3.414.331 $ | +31.409 $ | +0,9 % | 3.382.922 $ | |||||
| Chris Bulman Inc | 3.124.457 $ | -79.150 $ | -2,5 % | 3.203.607 $ | -203.499 $ | -6,0 % | 3.407.106 $ | +239.762 $ | +7,6 % | |||
| KANAWHA CAPITAL MANAGEMENT LLC | 3.041.980 $ | +187.388 $ | +6,6 % | 2.854.592 $ | -551.776 $ | -16,2 % | 3.406.368 $ | +70.951 $ | +2,1 % | |||
| FLAGSTAR SECURITIES, INC | 3.372.497 $ | +213.536 $ | +6,8 % | 3.158.961 $ | +247.573 $ | +8,5 % | 2.911.388 $ | +123.112 $ | +4,4 % | |||
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 3.111.152 $ | +194.890 $ | +6,7 % | 2.916.262 $ | -447.274 $ | -13,3 % | 3.363.536 $ | +39.451 $ | +1,2 % | |||
| Kovack Advisors, Inc. | 3.363.304 $ | +288 $ | +0,0 % | 3.363.016 $ | +288.949 $ | +9,4 % | 3.074.067 $ | +1.144.944 $ | +59,4 % | |||
| PFG Advisors | 2.870.964 $ | +119.957 $ | +4,4 % | 2.751.007 $ | -603.009 $ | -18,0 % | 3.354.016 $ | -199.489 $ | -5,6 % | |||
| MEMBERS WEALTH LLC | 3.335.754 $ | +159.517 $ | +5,0 % | 3.176.237 $ | +340.739 $ | +12,0 % | 2.835.498 $ | +393.668 $ | +16,1 % | |||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3.326.628 $ | +433.940 $ | +15,0 % | 2.892.688 $ | +176.135 $ | +6,5 % | 2.716.553 $ | |||||
| YANKCOM Partnership | 3.305.801 $ | +222.203 $ | +7,2 % | 3.083.598 $ | +36.446 $ | +1,2 % | 3.047.152 $ | +121.689 $ | +4,2 % | |||
| Cyndeo Wealth Partners, LLC | 3.295.736 $ | +564.594 $ | +20,7 % | 2.731.142 $ | +162.050 $ | +6,3 % | 2.569.092 $ | +131.013 $ | +5,4 % | |||
| PRUDENTIAL PLC | 1.361.778 $ | -865.260 $ | -38,9 % | 2.227.038 $ | -1.065.090 $ | -32,4 % | 3.292.128 $ | +79.120 $ | +2,5 % | |||
| INTEGRITY WEALTH ADVISORS, INC. | 3.280.210 $ | +1.524.378 $ | +86,8 % | 1.755.832 $ | ||||||||
| CWS Financial Advisors, LLC | 2.549.622 $ | +187.264 $ | +7,9 % | 2.362.358 $ | -909.330 $ | -27,8 % | 3.271.688 $ | +101.610 $ | +3,2 % | |||
| Independence Bank of Kentucky | 3.258.996 $ | +380.142 $ | +13,2 % | 2.878.854 $ | +428.008 $ | +17,5 % | 2.450.846 $ | +487.768 $ | +24,8 % | |||
| Capital Advisors, Ltd. LLC | 3.253.000 $ | +215.000 $ | +7,1 % | 3.038.000 $ | +115.000 $ | +3,9 % | 2.923.000 $ | +116.000 $ | +4,1 % | |||
| DRAVO BAY LLC | 3.252.940 $ | +116.378 $ | +3,7 % | 3.136.562 $ | +201.509 $ | +6,9 % | 2.935.053 $ | +95.790 $ | +3,4 % | |||
| ARKANSAS FINANCIAL GROUP, INC. | 3.250.797 $ | +202.700 $ | +6,7 % | 3.048.097 $ | +263.629 $ | +9,5 % | 2.784.468 $ | +421.287 $ | +17,8 % | |||
| Quadrant Private Wealth Management, LLC | 3.246.576 $ | +162.693 $ | +5,3 % | 3.083.883 $ | +492.889 $ | +19,0 % | 2.590.994 $ | +345.666 $ | +15,4 % | |||
| F/m Investments LLC | 3.238.184 $ | -49.212 $ | -1,5 % | |||||||||
| Stratos Wealth Advisors, LLC | 3.236.782 $ | +132.190 $ | +4,3 % | 3.104.592 $ | +26.049 $ | +0,8 % | 3.078.543 $ | -9.664 $ | -0,3 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 3.235.613 $ | +591.642 $ | +22,4 % | 2.643.971 $ | +357.183 $ | +15,6 % | 2.286.788 $ | +281.997 $ | +14,1 % | |||
| Retirement Planning Group, LLC | 2.686.457 $ | -544.903 $ | -16,9 % | 3.231.360 $ | +2.773.235 $ | +605,3 % | 458.125 $ | +13.368 $ | +3,0 % | |||
| FIRST HORIZON CORP | 3.226.288 $ | +377.309 $ | +13,2 % | 2.848.979 $ | -194.629 $ | -6,4 % | 3.043.608 $ | +580.069 $ | +23,5 % | |||
| LEIGH BALDWIN & CO., LLC | 2.898.511 $ | -326.365 $ | -10,1 % | 3.224.876 $ | +148.876 $ | +4,8 % | 3.076.000 $ | +402.408 $ | +15,1 % | |||
| FIFTH THIRD SECURITIES, INC. | 2.675.073 $ | -544.445 $ | -16,9 % | 3.219.518 $ | +3.011.336 $ | +1.446,5 % | ||||||
| Sentinel Advisory Group, LLC | 3.201.530 $ | +209.242 $ | +7,0 % | 2.992.288 $ | ||||||||
| Cooper Financial Group | 1.118.801 $ | +9.645 $ | +0,9 % | 1.109.156 $ | -2.089.544 $ | -65,3 % | 3.198.700 $ | +1.137.270 $ | +55,2 % | 2.061.430 $ | +244.690 $ | +13,5 % |
| Glenview Trust Co | 3.189.747 $ | +230.141 $ | +7,8 % | 2.959.606 $ | +110.216 $ | +3,9 % | 2.849.390 $ | +119.644 $ | +4,4 % | |||
| Endowment Wealth Management, Inc. | 2.851.752 $ | +287.751 $ | +11,2 % | 2.564.001 $ | -608.551 $ | -19,2 % | 3.172.552 $ | -1.247.373 $ | -28,2 % | |||
| Fire Capital Management LLC | 3.169.852 $ | +185.349 $ | +6,2 % | 2.984.503 $ | +26.150 $ | +0,9 % | 2.958.353 $ | +267.284 $ | +9,9 % | |||
| Wealth Enhancement Trust Services, Inc. | 3.168.363 $ | +105.231 $ | +3,4 % | 3.063.132 $ | +162.913 $ | +5,6 % | 2.900.219 $ | +1.338.069 $ | +85,7 % | 1.562.150 $ | ||
| Laird Norton Wetherby Trust Company, LLC | 3.165.217 $ | +190.582 $ | +6,4 % | 2.974.635 $ | +29.433 $ | +1,0 % | 2.945.202 $ | |||||
| WealthPLAN Partners, LLC | 3.161.083 $ | +1.623.160 $ | +105,5 % | 1.537.923 $ | +1.108.605 $ | +258,2 % | 429.318 $ | |||||
| Owl Creek Wealth Partners LLC | 3.145.765 $ | +277.876 $ | +9,7 % | 2.867.889 $ | ||||||||
| Peak Financial Management, Inc. | 3.136.706 $ | +185.587 $ | +6,3 % | 2.951.119 $ | +34.880 $ | +1,2 % | 2.916.239 $ | +58.424 $ | +2,0 % | |||
| FIRST FINANCIAL BANKSHARES INC | 3.131.027 $ | +18.334 $ | +0,6 % | 3.112.693 $ | +36.790 $ | +1,2 % | 3.075.903 $ | -929.007 $ | -23,2 % | |||
| Quent Capital, LLC | 3.130.643 $ | +786.209 $ | +33,5 % | 2.344.434 $ | +17.077 $ | +0,7 % | 2.327.357 $ | +520.574 $ | +28,8 % | |||
| Jacobi Capital Management LLC | 3.129.527 $ | +467.196 $ | +17,5 % | 2.662.331 $ | +44.314 $ | +1,7 % | 2.618.017 $ | +250.757 $ | +10,6 % | |||
| Infinity Wealth Counsel, LLC | 3.127.454 $ | +362.215 $ | +13,1 % | 2.765.239 $ | +30.894 $ | +1,1 % | 2.734.345 $ | +87.455 $ | +3,3 % | |||
| Lineweaver Wealth Advisors, LLC | 3.124.720 $ | +175.849 $ | +6,0 % | 2.948.871 $ | +95.686 $ | +3,4 % | 2.853.185 $ | +88.328 $ | +3,2 % | |||
| Balefire, LLC | 2.517.846 $ | -597.070 $ | -19,2 % | 3.114.916 $ | +536.068 $ | +20,8 % | 2.578.848 $ | +46.315 $ | +1,8 % | 2.532.533 $ | +200.240 $ | +8,6 % |
| HOLLENCREST CAPITAL MANAGEMENT | 2.997.843 $ | -97.468 $ | -3,1 % | 3.095.311 $ | -3.226 $ | -0,1 % | 3.098.537 $ | +18.153 $ | +0,6 % | |||
| Ignite Planners, LLC | 3.093.484 $ | +163.994 $ | +5,6 % | 2.929.490 $ | -139.770 $ | -4,6 % | 3.069.260 $ | +239.099 $ | +8,4 % | |||
| RAFFA WEALTH MANAGEMENT, LLC | 1.515.965 $ | +117.649 $ | +8,4 % | 1.398.316 $ | -1.679.992 $ | -54,6 % | 3.078.308 $ | +69.027 $ | +2,3 % | |||
| Asset Advisory Group, Inc. | 3.065.503 $ | +224.395 $ | +7,9 % | 2.841.108 $ | +139.819 $ | +5,2 % | 2.701.289 $ | |||||
| Fiduciary Alliance LLC | 2.932.947 $ | -131.984 $ | -4,3 % | 3.064.931 $ | +358.945 $ | +13,3 % | 2.705.986 $ | +133.014 $ | +5,2 % | |||
| ADG Wealth Management Group, LLC | 3.062.412 $ | +164.561 $ | +5,7 % | 2.897.851 $ | +45.084 $ | +1,6 % | 2.852.767 $ | +30.329 $ | +1,1 % | |||
| STEPHENS INC /AR/ | 3.054.373 $ | +1.400.598 $ | +84,7 % | 1.653.775 $ | +137.276 $ | +9,1 % | 1.516.499 $ | +80.767 $ | +5,6 % | |||
| Proficio Capital Partners LLC | 3.049.996 $ | +579.523 $ | +23,5 % | 2.470.473 $ | +29.199 $ | +1,2 % | 2.441.274 $ | |||||
| PURSUIT WEALTH STRATEGIES, LLC | 3.040.166 $ | +214.653 $ | +7,6 % | 2.825.513 $ | -5.251 $ | -0,2 % | 2.830.764 $ | |||||
| Brand Asset Management Group, Inc. | 3.013.166 $ | +444.891 $ | +17,3 % | 2.568.275 $ | +2.288.086 $ | +816,6 % | 280.189 $ | +6.734 $ | +2,5 % | |||
| Kings Path Partners LLC | 3.007.018 $ | +170.079 $ | +6,0 % | 2.836.939 $ | -49.667 $ | -1,7 % | 2.886.606 $ | +47.809 $ | +1,7 % | |||
| Grant Street Asset Management, Inc. | 3.001.534 $ | +240.914 $ | +8,7 % | 2.760.620 $ | -56.393 $ | -2,0 % | 2.817.013 $ | +230.100 $ | +8,9 % | |||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 2.989.780 $ | +222.567 $ | +8,0 % | 2.767.213 $ | -67.132 $ | -2,4 % | 2.834.345 $ | -410.112 $ | -12,6 % | |||
| Nilsine Partners, LLC | 2.985.393 $ | +156.940 $ | +5,5 % | 2.828.453 $ | +150.993 $ | +5,6 % | 2.677.460 $ | +702.447 $ | +35,6 % | |||
| Vestcor Inc | 2.636.000 $ | -339.000 $ | -11,4 % | 2.975.000 $ | +53.000 $ | +1,8 % | 2.922.000 $ | +95.000 $ | +3,4 % | |||
| AA Financial Advisors, LLC | 2.614.951 $ | +105.999 $ | +4,2 % | 2.508.952 $ | -463.181 $ | -15,6 % | 2.972.133 $ | +14.317 $ | +0,5 % | |||
| Keystone Global Partners, LLC | 2.664.613 $ | +116.669 $ | +4,6 % | 2.547.944 $ | -413.338 $ | -14,0 % | 2.961.282 $ | -267.354 $ | -8,3 % | |||
| TSFG, LLC | 2.936.000 $ | +632.000 $ | +27,4 % | 2.304.000 $ | +40.000 $ | +1,8 % | 2.264.000 $ | +234.000 $ | +11,5 % | |||
| Biltmore Family Office, LLC | 2.885.907 $ | -44.368 $ | -1,5 % | 2.930.275 $ | +106.202 $ | +3,8 % | 2.824.073 $ | +337.397 $ | +13,6 % | |||
| 180 WEALTH ADVISORS, LLC | 2.822.109 $ | -100.349 $ | -3,4 % | 2.922.458 $ | +11.868 $ | +0,4 % | 2.910.590 $ | +87.246 $ | +3,1 % | |||
| Pathfinder Wealth Consulting, Inc. | 2.869.215 $ | -38.461 $ | -1,3 % | 2.907.676 $ | ||||||||
| Morton Capital Management LLC/CA | 2.901.770 $ | +67.610 $ | +2,4 % | 2.834.160 $ | +457.896 $ | +19,3 % | 2.376.264 $ | +339.350 $ | +16,7 % | |||
| Ascentis Independent Advisors | 2.891.723 $ | +1.653.686 $ | +133,6 % | 1.238.037 $ | +114.707 $ | +10,2 % | ||||||
| STEEL GROVE CAPITAL ADVISORS, LLC | 2.891.605 $ | +264.877 $ | +10,1 % | 2.626.728 $ | -61.634 $ | -2,3 % | 2.688.362 $ | +433.901 $ | +19,2 % | |||
| IFS Group,LLC | 254.958 $ | -2.636.119 $ | -91,2 % | 2.891.077 $ | +612.349 $ | +26,9 % | ||||||
| Vanguard Personalized Indexing Management, LLC | 2.886.680 $ | +367.411 $ | +14,6 % | 2.519.269 $ | +245.733 $ | +10,8 % | 2.273.536 $ | -56.694 $ | -2,4 % | |||
| Apeiron RIA LLC | 2.884.156 $ | +1.332.796 $ | +85,9 % | 1.551.360 $ | -1.223.944 $ | -44,1 % | 2.775.304 $ | -22.253 $ | -0,8 % | 2.797.557 $ | -160.752 $ | -5,4 % |
| Arete Wealth Advisors, LLC | 2.818.739 $ | +171.804 $ | +6,5 % | 2.646.935 $ | -234.160 $ | -8,1 % | 2.881.095 $ | -1.385.905 $ | -32,5 % | |||
| 3Chopt Investment Partners, LLC | 2.872.482 $ | +179.939 $ | +6,7 % | 2.692.543 $ | +18.405 $ | +0,7 % | 2.674.138 $ | +45.758 $ | +1,7 % | |||
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2.869.713 $ | +236.619 $ | +9,0 % | 2.633.094 $ | +22.980 $ | +0,9 % | 2.610.114 $ | +462.085 $ | +21,5 % | |||
| Ascentis Wealth Management, LLC | 2.867.316 $ | +475.261 $ | +19,9 % | 2.392.055 $ | +155.274 $ | +6,9 % | 2.236.781 $ | +181.883 $ | +8,9 % | |||
| Lee, Kelleher & Klein Wealth Management | 2.857.047 $ | +547.143 $ | +23,7 % | 2.309.904 $ | +409.317 $ | +21,5 % | 1.900.587 $ | +258.191 $ | +15,7 % | 1.642.396 $ | +124.337 $ | +8,2 % |
| PW Nova Financial Services LLC | 2.850.175 $ | +749.411 $ | +35,7 % | 2.100.764 $ | +262.764 $ | +14,3 % | 1.838.000 $ | |||||
| Clearview Wealth Management LLC | 2.837.424 $ | +163.620 $ | +6,1 % | 2.673.804 $ | ||||||||
| JDM Financial Group LLC | 2.835.493 $ | +692.935 $ | +32,3 % | 2.142.558 $ | +163.766 $ | +8,3 % | 1.978.792 $ | -8.110 $ | -0,4 % | |||
| Allworth Financial LP | 2.819.916 $ | +210.269 $ | +8,1 % | 2.609.647 $ | -14.682 $ | -0,6 % | 2.624.329 $ | +15.321 $ | +0,6 % | |||
| Advisory Solutions Group, LLC | 2.819.428 $ | |||||||||||
| Slagle Financial, LLC | 2.815.627 $ | +303.564 $ | +12,1 % | 2.512.063 $ | +42.856 $ | +1,7 % | 2.469.207 $ | +267.787 $ | +12,2 % | |||
| Wharton Business Group, LLC | 2.809.802 $ | +137.537 $ | +5,1 % | 2.672.265 $ | -69.505 $ | -2,5 % | 2.741.770 $ | +91.650 $ | +3,5 % | |||
| Richard P Slaughter Associates Inc | 2.806.808 $ | +175.282 $ | +6,7 % | 2.631.526 $ | -92.620 $ | -3,4 % | 2.724.146 $ | +76.208 $ | +2,9 % | |||
| BROWN WEALTH MANAGEMENT, LLC | 2.799.786 $ | +213.094 $ | +8,2 % | 2.586.692 $ | +6.598 $ | +0,3 % | 2.580.094 $ | +266.496 $ | +11,5 % | |||
| VANGUARD ADVISERS INC | 2.796.270 $ | +132.882 $ | +5,0 % | 2.663.388 $ | ||||||||
| MASECO LLP | 2.470.602 $ | -28.908 $ | -1,2 % | 2.499.510 $ | -278.737 $ | -10,0 % | 2.778.247 $ | -36.039 $ | -1,3 % | |||
| Portfolio Resources Advisor Group, Inc. | 2.429.566 $ | -346.808 $ | -12,5 % | 2.776.374 $ | +523.413 $ | +23,2 % | 2.252.961 $ | |||||
| Krilogy Financial LLC | 2.765.990 $ | +479.776 $ | +21,0 % | 2.286.214 $ | +383.246 $ | +20,1 % | 1.902.968 $ | -261.701 $ | -12,1 % | |||
| Pacific Excel Wealth Advisors, Inc. | 2.763.830 $ | |||||||||||
| One Charles Private Wealth Services, LLC | 2.760.484 $ | +1.158.538 $ | +72,3 % | 1.601.946 $ | ||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.752.250 $ | +236.441 $ | +9,4 % | 2.515.809 $ | +65.533 $ | +2,7 % | 2.450.276 $ | +22.829 $ | +0,9 % | |||
| MAYPORT, LLC | 2.748.138 $ | +172.150 $ | +6,7 % | 2.575.988 $ | +467.774 $ | +22,2 % | 2.108.214 $ | +50.667 $ | +2,5 % | |||
| Richmond Investment Services, LLC | 2.735.452 $ | +788.539 $ | +40,5 % | 1.946.913 $ | +367.731 $ | +23,3 % | ||||||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.670.448 $ | -410.656 $ | -19,7 % | 2.081.104 $ | -614.203 $ | -22,8 % | 2.695.307 $ | +1.190.781 $ | +79,1 % | |||
| Godshalk Welsh Capital Management, Inc. | 2.689.230 $ | +155.313 $ | +6,1 % | 2.533.917 $ | +50.078 $ | +2,0 % | 2.483.839 $ | +64.109 $ | +2,6 % | |||
| Investment Advisory Group, LLC | 2.687.882 $ | +164.134 $ | +6,5 % | 2.523.748 $ | +50.302 $ | +2,0 % | 2.473.446 $ | +37.181 $ | +1,5 % | |||
| HBK Sorce Advisory LLC | 2.618.016 $ | -50.819 $ | -1,9 % | 2.668.835 $ | +231.329 $ | +9,5 % | 2.437.506 $ | +441.591 $ | +22,1 % | |||
| Verdence Capital Advisors LLC | 2.630.049 $ | +115.346 $ | +4,6 % | 2.514.703 $ | -153.588 $ | -5,8 % | 2.668.291 $ | +139.839 $ | +5,5 % | |||
| BURLING WEALTH PARTNERS, LLC | 2.664.449 $ | +202.305 $ | +8,2 % | 2.462.144 $ | +47.440 $ | +2,0 % | 2.414.704 $ | |||||
| EVOKE WEALTH, LLC | 2.657.384 $ | +45.006 $ | +1,7 % | 2.612.378 $ | +62.489 $ | +2,5 % | ||||||
| Bison Wealth, LLC | 2.649.977 $ | +878.952 $ | +49,6 % | 1.771.025 $ | +326.176 $ | +22,6 % | 1.444.849 $ | -1.344.321 $ | -48,2 % | |||
| Arcus Capital Partners, LLC | 2.646.574 $ | +63.682 $ | +2,5 % | |||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.297.000 $ | -346.000 $ | -13,1 % | 2.643.000 $ | +143.000 $ | +5,7 % | 2.500.000 $ | +51.000 $ | +2,1 % | |||
| Strategic Blueprint, LLC | 2.310.998 $ | -216.511 $ | -8,6 % | 2.527.509 $ | -108.998 $ | -4,1 % | 2.636.507 $ | -1.119.020 $ | -29,8 % | |||
| Morton Brown Family Wealth, LLC | 2.631.032 $ | +149.786 $ | +6,0 % | 2.481.246 $ | +26.195 $ | +1,1 % | 2.455.051 $ | +53.153 $ | +2,2 % | |||
| Orcam Financial Group | 2.618.091 $ | |||||||||||
| Dynamic Financial Group | 2.614.154 $ | +237.453 $ | +10,0 % | 2.376.701 $ | +405.586 $ | +20,6 % | 1.971.115 $ | +49.945 $ | +2,6 % | |||
| Avid Wealth Partners LLC | 318.088 $ | -32.038 $ | -9,2 % | 350.126 $ | -2.247.212 $ | -86,5 % | 2.597.338 $ | -12.267.434 $ | -82,5 % | |||
| Litman Gregory Wealth Management LLC | 2.594.877 $ | -21.630 $ | -0,8 % | |||||||||
| Firestone Capital Management | 2.594.512 $ | +145.130 $ | +5,9 % | 2.449.382 $ | -90.433 $ | -3,6 % | 2.539.815 $ | +130.297 $ | +5,4 % | |||
| VERUS CAPITAL PARTNERS, LLC | 2.460.509 $ | -131.242 $ | -5,1 % | 2.591.751 $ | +222.830 $ | +9,4 % | 2.368.921 $ | +381.862 $ | +19,2 % | |||
| Cypress Capital Group | 2.590.276 $ | +447.340 $ | +20,9 % | 2.142.936 $ | +277.516 $ | +14,9 % | 1.865.420 $ | +511.852 $ | +37,8 % | |||
| BRADY FAMILY WEALTH, LLC | 2.585.163 $ | +324.916 $ | +14,4 % | 2.260.247 $ | +708.739 $ | +45,7 % | 1.551.508 $ | +503.192 $ | +48,0 % | |||
| Rockwood Wealth Management, LLC | 2.579.845 $ | +627.656 $ | +32,2 % | 1.952.189 $ | +155.563 $ | +8,7 % | 1.796.626 $ | +67.102 $ | +3,9 % | |||
| Envision Financial LLC | 2.253.308 $ | -160.674 $ | -6,7 % | 2.413.982 $ | -159.872 $ | -6,2 % | 2.573.854 $ | +184.179 $ | +7,7 % | |||
| OFS Enterprise LLC | 2.570.208 $ | +258.432 $ | +11,2 % | 2.311.776 $ | ||||||||
| Cascade Financial Partners, LLC | 2.566.324 $ | +393.785 $ | +18,1 % | 2.172.539 $ | +22.815 $ | +1,1 % | 2.149.724 $ | +21.630 $ | +1,0 % | |||
| Keystone Financial Group | 2.562.189 $ | +189.819 $ | +8,0 % | 2.372.370 $ | +78.055 $ | +3,4 % | 2.294.315 $ | -4.864 $ | -0,2 % | |||
| HighPoint Advisor Group LLC | 2.553.522 $ | +134.088 $ | +5,5 % | 2.419.434 $ | -77.503 $ | -3,1 % | 2.496.937 $ | |||||
| Well Done, LLC | 2.552.706 $ | +547.104 $ | +27,3 % | 2.005.602 $ | +530.496 $ | +36,0 % | 1.475.106 $ | +24.537 $ | +1,7 % | |||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2.546.139 $ | +175.701 $ | +7,4 % | 2.370.438 $ | +28.017 $ | +1,2 % | 2.342.421 $ | +1.727 $ | +0,1 % | |||
| KINGSWOOD WEALTH ADVISORS, LLC | 2.541.808 $ | +113.575 $ | +4,7 % | 2.428.233 $ | +440.395 $ | +22,2 % | 1.987.838 $ | +440.998 $ | +28,5 % | |||
| RAINIER FAMILY WEALTH INC | 2.541.020 $ | +159.175 $ | +6,7 % | 2.381.845 $ | +334.195 $ | +16,3 % | 2.047.650 $ | +49.211 $ | +2,5 % | |||
| CHILTON INVESTMENT CO INC. | 2.534.742 $ | +1.879.395 $ | +286,8 % | 655.347 $ | +47.377 $ | +7,8 % | 607.970 $ | |||||
| St. Louis Trust Co | 228.432 $ | -2.289.660 $ | -90,9 % | 2.518.092 $ | +29.762 $ | +1,2 % | 2.488.330 $ | +890.994 $ | +55,8 % | |||
| PACIFIC FINANCIAL GROUP INC | 2.516.911 $ | +1.150.550 $ | +84,2 % | 1.366.361 $ | -21.246 $ | -1,5 % | 1.387.607 $ | |||||
| United Advisor Group, LLC | 2.514.645 $ | +163.908 $ | +7,0 % | 2.350.737 $ | +370.173 $ | +18,7 % | 1.980.564 $ | +7.983 $ | +0,4 % | |||
| COLLECTIVE FAMILY OFFICE LLC | 2.343.430 $ | -116.752 $ | -4,7 % | 2.460.182 $ | +153.206 $ | +6,6 % | 2.306.976 $ | -205.598 $ | -8,2 % | 2.512.574 $ | -1.195.220 $ | -32,2 % |
| XCELSIOR ADVISOR PARTNERS LLC | 2.510.114 $ | +800.817 $ | +46,9 % | 1.709.297 $ | +325.172 $ | +23,5 % | 1.384.125 $ | |||||
| Steelhead Wealth Management LLC | 2.181.000 $ | -323.000 $ | -12,9 % | 2.504.000 $ | ||||||||
| New Republic Capital, LLC | 2.488.748 $ | +844.242 $ | +51,3 % | 1.644.506 $ | +90.846 $ | +5,8 % | 1.553.660 $ | -164.723 $ | -9,6 % | |||
| Aegis Wealth Management LLC | 2.485.486 $ | +155.696 $ | +6,7 % | 2.329.790 $ | +27.536 $ | +1,2 % | 2.302.254 $ | -24.121 $ | -1,0 % | |||
| Fiera Capital Corp | 2.480.271 $ | +155.370 $ | +6,7 % | 2.324.901 $ | +27.479 $ | +1,2 % | 2.297.422 $ | +146.191 $ | +6,8 % | |||
| GWN SECURITIES INC. | 2.367.314 $ | -49.066 $ | -2,0 % | 2.416.380 $ | -61.616 $ | -2,5 % | 2.477.996 $ | +172.682 $ | +7,5 % | |||
| Paladin Advisory Group, LLC | 2.460.955 $ | +146.012 $ | +6,3 % | 2.314.943 $ | -159.342 $ | -6,4 % | 2.474.285 $ | -5.847.146 $ | -70,3 % | |||
| NorthCoast Asset Management LLC | 2.473.486 $ | +211.400 $ | +9,3 % | 2.262.086 $ | +1.184.796 $ | +110,0 % | 1.077.290 $ | -66.617.889 $ | -98,4 % | |||
| Indivisible Partners | 2.468.868 $ | +519.468 $ | +26,6 % | 1.949.400 $ | +128.872 $ | +7,1 % | 1.820.528 $ | |||||
| PGIM Custom Harvest LLC | 2.455.464 $ | +355.963 $ | +17,0 % | 2.099.501 $ | +528.743 $ | +33,7 % | 1.570.758 $ | +255.851 $ | +19,5 % | |||
| Colter Lewis Investment Partners LLC | 2.454.774 $ | +156.489 $ | +6,8 % | 2.298.285 $ | +91.575 $ | +4,1 % | 2.206.710 $ | |||||
| Veracity Capital LLC | 2.356.310 $ | +115.563 $ | +5,2 % | 2.240.747 $ | +201.681 $ | +9,9 % | 2.039.066 $ | -407.724 $ | -16,7 % | 2.446.790 $ | +63.101 $ | +2,6 % |
| Manchester Capital Management LLC | 2.445.213 $ | +387.375 $ | +18,8 % | 2.057.838 $ | +24.322 $ | +1,2 % | 2.033.516 $ | +32.894 $ | +1,6 % | |||
| Denver PWM, LLC | 1.587.963 $ | +29.225 $ | +1,9 % | 1.558.738 $ | -877.955 $ | -36,0 % | 2.436.693 $ | +0 $ | +0,0 % | |||
| Strategic Wealth Partners, Ltd. | 2.431.520 $ | +257.841 $ | +11,9 % | 2.173.679 $ | +269.311 $ | +14,1 % | 1.904.368 $ | +89.310 $ | +4,9 % | |||
| XTX Topco Ltd | 1.221.254 $ | -1.194.613 $ | -49,4 % | 2.415.867 $ | +1.507.232 $ | +165,9 % | ||||||
| Sanchez Gaunt Capital Management, LLC | 2.413.445 $ | +214.379 $ | +9,7 % | 2.199.066 $ | ||||||||
| SALEM INVESTMENT COUNSELORS INC | 2.409.395 $ | +230.861 $ | +10,6 % | 2.178.534 $ | +927.953 $ | +74,2 % | 1.250.581 $ | +32.257 $ | +2,6 % | |||
| ENDEAVOR PRIVATE WEALTH, INC. | 2.111.964 $ | -112.398 $ | -5,1 % | 2.224.362 $ | -183.940 $ | -7,6 % | 2.408.302 $ | -55.585 $ | -2,3 % | |||
| CreativeOne Wealth, LLC | 2.404.806 $ | +86.388 $ | +3,7 % | 2.318.418 $ | +68.642 $ | +3,1 % | 2.249.776 $ | +105.813 $ | +4,9 % | |||
| SILVER OAK SECURITIES, INCORPORATED | 364.822 $ | -2.036.100 $ | -84,8 % | 2.400.922 $ | +1.360.239 $ | +130,7 % | 1.040.683 $ | +79.229 $ | +8,2 % | |||
| INKWELL CAPITAL LLC | 2.396.729 $ | +150.589 $ | +6,7 % | 2.246.140 $ | +17.691 $ | +0,8 % | 2.228.449 $ | +43.953 $ | +2,0 % | |||
| Lee Financial Co | 2.395.764 $ | +163.475 $ | +7,3 % | 2.232.289 $ | +26.384 $ | +1,2 % | 2.205.905 $ | -69.918 $ | -3,1 % | |||
| Heritage Trust Co | 2.386.781 $ | +142.994 $ | +6,4 % | 2.243.787 $ | +36.362 $ | +1,6 % | 2.207.425 $ | +64.838 $ | +3,0 % | |||
| SENTINEL TRUST CO LBA | 2.381.000 $ | |||||||||||
| SECURED RETIREMENT ADVISORS, LLC | 2.163.036 $ | -174.335 $ | -7,5 % | 2.337.371 $ | -36.070 $ | -1,5 % | 2.373.441 $ | -167.367 $ | -6,6 % | |||
| WOLFF WIESE MAGANA LLC | 2.363.638 $ | +383.966 $ | +19,4 % | 1.979.672 $ | +291.778 $ | +17,3 % | 1.687.894 $ | +342.117 $ | +25,4 % | |||
| WARNER FINANCIAL, INC | 2.360.246 $ | +163.246 $ | +7,4 % | 2.197.000 $ | +60.000 $ | +2,8 % | 2.137.000 $ | +71.000 $ | +3,4 % | |||
| EVOLVE PRIVATE WEALTH, LLC | 317.032 $ | -2.040.188 $ | -86,6 % | 2.357.220 $ | +1.713.980 $ | +266,5 % | 643.240 $ | |||||
| STAR Financial Bank | 2.353.751 $ | +342.627 $ | +17,0 % | 2.011.124 $ | +451.747 $ | +29,0 % | 1.559.377 $ | +368.381 $ | +30,9 % | |||
| TRUST CO OF VERMONT | 2.343.321 $ | +737.604 $ | +45,9 % | 1.605.717 $ | +133.495 $ | +9,1 % | ||||||
| Trevian Wealth Management LLC | 2.337.674 $ | +244.295 $ | +11,7 % | 2.093.379 $ | +143.885 $ | +7,4 % | 1.949.494 $ | +195.313 $ | +11,1 % | |||
| Synergy Investment Management, LLC | 2.312.017 $ | +78.699 $ | +3,5 % | 2.233.318 $ | +40.747 $ | +1,9 % | 2.192.571 $ | -41.084 $ | -1,8 % | |||
| Charter Oak Capital Management, LLC | 2.303.902 $ | +339.404 $ | +17,3 % | 1.964.498 $ | +313.387 $ | +19,0 % | ||||||
| Wiser Wealth Management, Inc | 2.196.884 $ | -100.783 $ | -4,4 % | 2.297.667 $ | +254.639 $ | +12,5 % | 2.043.028 $ | +107.453 $ | +5,6 % | |||
| Lexington Hill Partners, LLC | 2.296.612 $ | +164.029 $ | +7,7 % | 2.132.583 $ | +25.205 $ | +1,2 % | 2.107.378 $ | |||||
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 2.032.236 $ | +43.835 $ | +2,2 % | 1.988.401 $ | -294.529 $ | -12,9 % | 2.282.930 $ | +115.197 $ | +5,3 % | |||
| Gilbert & Cook, Inc. | 2.282.379 $ | +142.974 $ | +6,7 % | 2.139.405 $ | -34.741 $ | -1,6 % | 2.174.146 $ | +183.303 $ | +9,2 % | |||
| Colonial Trust Co / SC | 2.032.912 $ | -135.463 $ | -6,2 % | 2.168.375 $ | -97.468 $ | -4,3 % | 2.265.843 $ | +961.519 $ | +73,7 % | |||
| Disciplined Investments, LLC | 2.263.043 $ | +193.307 $ | +9,3 % | 2.069.736 $ | +42.558 $ | +2,1 % | 2.027.178 $ | -32.346 $ | -1,6 % | |||
| WELCH & FORBES LLC | 2.259.875 $ | +78.827 $ | +3,6 % | 2.181.048 $ | +902.039 $ | +70,5 % | 1.279.009 $ | +63.215 $ | +5,2 % | |||
| Highland Investment Advisors LLC | 2.259.108 $ | |||||||||||
| WAYSTONE ADVISORS LLC | 2.250.023 $ | +241.612 $ | +12,0 % | 2.008.411 $ | -81.372 $ | -3,9 % | 2.089.783 $ | |||||
| Advisors Capital Management, LLC | 2.249.449 $ | +212.339 $ | +10,4 % | 2.037.110 $ | -7.913 $ | -0,4 % | 2.045.023 $ | +471.633 $ | +30,0 % | |||
| MainStreet Investment Advisors LLC | 2.244.219 $ | +1.564.339 $ | +230,1 % | 679.880 $ | -911 $ | -0,1 % | 680.791 $ | -627.113 $ | -47,9 % | |||
| BBR PARTNERS, LLC | 2.243.457 $ | +1.860.300 $ | +485,5 % | 383.157 $ | +9.208 $ | +2,5 % | ||||||
| REBALANCE, LLC | 2.239.634 $ | +326.581 $ | +17,1 % | 1.913.053 $ | +44.082 $ | +2,4 % | 1.868.971 $ | +77.612 $ | +4,3 % | |||
| 1015 Capital Partners, LLC | 2.236.117 $ | +207.702 $ | +10,2 % | 2.028.415 $ | +100.015 $ | +5,2 % | 1.928.400 $ | |||||
| Williams & Novak Wealth Management, LLC | 2.178.541 $ | -53.616 $ | -2,4 % | 2.232.157 $ | +107.933 $ | +5,1 % | 2.124.224 $ | +34.170 $ | +1,6 % | 2.090.054 $ | +34.340 $ | +1,7 % |
| Level Wealth Management LLC | 2.228.680 $ | +133.092 $ | +6,4 % | 2.095.588 $ | +62.610 $ | +3,1 % | 2.032.978 $ | -1.464.137 $ | -41,9 % | |||
| Trueblood Wealth Management, LLC | 2.220.074 $ | +322.540 $ | +17,0 % | 1.897.534 $ | +182.186 $ | +10,6 % | 1.715.348 $ | +211.557 $ | +14,1 % | |||
| Hassell Wealth Management, LLC | 2.215.176 $ | +158.630 $ | +7,7 % | 2.056.546 $ | -46.413 $ | -2,2 % | 2.102.959 $ | +156.586 $ | +8,0 % | |||
| WEDBUSH SECURITIES INC | 1.659.000 $ | -498.000 $ | -23,1 % | 2.157.000 $ | -55.000 $ | -2,5 % | 2.212.000 $ | -48.000 $ | -2,1 % | |||
| LCW Services, LLC | 2.207.143 $ | +117.530 $ | +5,6 % | 2.089.613 $ | +515.206 $ | +32,7 % | 1.574.407 $ | |||||
| Ausdal Financial Partners, Inc. | 2.203.241 $ | +228.510 $ | +11,6 % | 1.974.731 $ | +117.860 $ | +6,3 % | 1.856.871 $ | -53.962 $ | -2,8 % | |||
| NORTHWEST WEALTH MANAGEMENT, LLC | 2.200.372 $ | +161.770 $ | +7,9 % | 2.038.602 $ | +22.753 $ | +1,1 % | 2.015.849 $ | +80.951 $ | +4,2 % | |||
| MATAURO, LLC | 2.199.876 $ | +84.385 $ | +4,0 % | 2.115.491 $ | +65.072 $ | +3,2 % | 2.050.419 $ | +78.607 $ | +4,0 % | |||
| Winthrop Advisory Group LLC | 2.160.993 $ | -35.834 $ | -1,6 % | 2.196.827 $ | +210.815 $ | +10,6 % | 1.986.012 $ | +573.521 $ | +40,6 % | |||
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 2.127.455 $ | -55.321 $ | -2,5 % | 2.182.776 $ | +55.321 $ | +2,6 % | 2.127.455 $ | +77.291 $ | +3,8 % | |||
| FSM Wealth Advisors, LLC | 2.177.173 $ | +867.929 $ | +66,3 % | 1.309.244 $ | +136.324 $ | +11,6 % | 1.172.920 $ | -1.283 $ | -0,1 % | |||
| MMA ASSET MANAGEMENT LLC | 1.999.648 $ | +125.302 $ | +6,7 % | 1.874.346 $ | -301.705 $ | -13,9 % | 2.176.051 $ | +361.442 $ | +19,9 % | |||
| Intrepid Financial Planning Group LLC | 2.175.078 $ | +288.252 $ | +15,3 % | 1.886.826 $ | +338.094 $ | +21,8 % | 1.548.732 $ | +559.422 $ | +56,5 % | |||
| Black Diamond Financial, LLC | 2.167.346 $ | +135.769 $ | +6,7 % | 2.031.577 $ | +197.026 $ | +10,7 % | 1.834.551 $ | +51.425 $ | +2,9 % | |||
| SHEETS SMITH WEALTH MANAGEMENT | 2.162.663 $ | +60.188 $ | +2,9 % | 2.102.475 $ | +135.132 $ | +6,9 % | 1.967.343 $ | +449.959 $ | +29,7 % | |||
| Zuckerman Investment Group, LLC | 2.157.517 $ | |||||||||||
| Peterson Wealth Services | 2.151.023 $ | +522.847 $ | +32,1 % | 1.628.176 $ | +242.355 $ | +17,5 % | 1.385.821 $ | +352.950 $ | +34,2 % | |||
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 2.147.042 $ | +123.468 $ | +6,1 % | 2.023.574 $ | +16.550 $ | +0,8 % | 2.007.024 $ | +133.833 $ | +7,1 % | |||
| Csenge Advisory Group | 2.140.448 $ | +284.573 $ | +15,3 % | 1.855.875 $ | +146.955 $ | +8,6 % | 1.708.920 $ | +70.437 $ | +4,3 % | |||
| Stonebrook Private Inc. | 1.969.137 $ | -171.233 $ | -8,0 % | 2.140.370 $ | +79.747 $ | +3,9 % | 2.060.623 $ | -815.474 $ | -28,4 % | |||
| First County Bank /CT/ | 2.137.798 $ | +287.636 $ | +15,5 % | 1.850.162 $ | +45.128 $ | +2,5 % | 1.805.034 $ | +71.407 $ | +4,1 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.087.215 $ | -50.291 $ | -2,4 % | 2.137.506 $ | +271.010 $ | +14,5 % | 1.866.496 $ | +126.863 $ | +7,3 % | |||
| Everhart Financial Group, Inc. | 2.070.441 $ | -64.092 $ | -3,0 % | 2.134.533 $ | +115.973 $ | +5,7 % | 2.018.560 $ | +14.733 $ | +0,7 % | 2.003.827 $ | +53.053 $ | +2,7 % |
| Icon Wealth Advisors, LLC | 2.131.941 $ | +410.284 $ | +23,8 % | 1.721.657 $ | +14.817 $ | +0,9 % | ||||||
| Simplicity Wealth,LLC | 2.008.688 $ | -111.307 $ | -5,3 % | 2.119.995 $ | +274.292 $ | +14,9 % | 1.845.703 $ | -1.893.262 $ | -50,6 % | |||
| Metis Global Partners, LLC | 2.117.903 $ | |||||||||||
| Harpswell Capital Advisors, LLC | 2.109.465 $ | +6.532 $ | +0,3 % | 2.102.933 $ | +130.646 $ | +6,6 % | 1.972.287 $ | |||||
| Y-Intercept (Hong Kong) Ltd | 2.105.004 $ | +1.530.760 $ | +266,6 % | 574.244 $ | ||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.965.033 $ | +191.716 $ | +10,8 % | 1.773.317 $ | -330.257 $ | -15,7 % | 2.103.574 $ | +2.080.175 $ | +8.890,0 % | |||
| Evercore Wealth Management, LLC | 2.079.850 $ | +151.923 $ | +7,9 % | 1.927.927 $ | +173.527 $ | +9,9 % | 1.754.400 $ | -25.239 $ | -1,4 % | |||
| DEBUSSY CAPITAL MANAGEMENT LP | 1.946.044 $ | -123.982 $ | -6,0 % | 2.070.026 $ | +36.617 $ | +1,8 % | ||||||
| Magnus Financial Group LLC | 842.169 $ | +24.312 $ | +3,0 % | 817.857 $ | -1.246.255 $ | -60,4 % | 2.064.112 $ | +164.437 $ | +8,7 % | |||
| TRED AVON FAMILY WEALTH, LLC | 2.058.570 $ | +308.678 $ | +17,6 % | 1.749.892 $ | +195.666 $ | +12,6 % | 1.554.226 $ | -90.093 $ | -5,5 % | |||
| Wind River Trust Co | 2.047.786 $ | +128.278 $ | +6,7 % | 1.919.508 $ | +22.688 $ | +1,2 % | 1.896.820 $ | +45.586 $ | +2,5 % | |||
| Stonebridge Financial Group, LLC | 1.852.393 $ | -83.082 $ | -4,3 % | 1.935.475 $ | +179.406 $ | +10,2 % | 1.756.069 $ | -288.839 $ | -14,1 % | 2.044.908 $ | +587.793 $ | +40,3 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 2.022.085 $ | +154.989 $ | +8,3 % | 1.867.096 $ | +67.693 $ | +3,8 % | 1.799.403 $ | +104.014 $ | +6,1 % | |||
| First Bank & Trust | 2.021.902 $ | +132.994 $ | +7,0 % | 1.888.908 $ | +8.280 $ | +0,4 % | 1.880.628 $ | +32.188 $ | +1,7 % | |||
| Fortis Advisors, LLC | 2.014.094 $ | +166.544 $ | +9,0 % | 1.847.550 $ | +395.332 $ | +27,2 % | 1.452.218 $ | +74.918 $ | +5,4 % | |||
| GAMMA Investing LLC | 2.009.776 $ | +43.407 $ | +2,2 % | 1.966.369 $ | +361.996 $ | +22,6 % | 1.604.373 $ | +11.090 $ | +0,7 % | 1.593.283 $ | +45.451 $ | +2,9 % |
| Courage Miller Partners, LLC | 2.006.594 $ | +135.566 $ | +7,2 % | 1.871.028 $ | +33.297 $ | +1,8 % | 1.837.731 $ | +46.087 $ | +2,6 % | |||
| FOSTER & MOTLEY INC | 2.003.000 $ | +664.000 $ | +49,6 % | 1.339.000 $ | -122.000 $ | -8,4 % | 1.461.000 $ | +77.000 $ | +5,6 % | |||
| ETF Portfolio Partners, Inc. | 1.763.647 $ | +45.750 $ | +2,7 % | 1.717.897 $ | -284.486 $ | -14,2 % | 2.002.383 $ | -66.951 $ | -3,2 % | |||
| AlTi Global, Inc. | 1.976.552 $ | +154.375 $ | +8,5 % | 1.822.177 $ | +138.101 $ | +8,2 % | 1.684.076 $ | +52.205 $ | +3,2 % | |||
| KELLEHER FINANCIAL ADVISORS | 1.974.288 $ | |||||||||||
| JMG Financial Group, Ltd. | 1.967.232 $ | |||||||||||
| Triad Wealth Partners, LLC | 1.963.017 $ | +897.882 $ | +84,3 % | 1.065.135 $ | +101.386 $ | +10,5 % | 963.749 $ | +188.426 $ | +24,3 % | |||
| VALLEY WEALTH MANAGERS, INC. | 1.842.916 $ | -108.548 $ | -5,6 % | 1.951.464 $ | +84.643 $ | +4,5 % | 1.866.821 $ | -95.128 $ | -4,8 % | 1.961.949 $ | -47.070 $ | -2,3 % |
| Highland Financial Advisors, LLC | 1.959.715 $ | +176.635 $ | +9,9 % | 1.783.080 $ | -15.335 $ | -0,9 % | 1.798.415 $ | +40.088 $ | +2,3 % | |||
| Embree Financial Group | 1.958.450 $ | +147.654 $ | +8,2 % | 1.810.796 $ | +20.508 $ | +1,1 % | 1.790.288 $ | +71.049 $ | +4,1 % | |||
| Stone Summit Wealth LLC | 1.956.807 $ | +127.739 $ | +7,0 % | 1.829.068 $ | +639.787 $ | +53,8 % | 1.189.281 $ | -143 $ | -0,0 % | |||
| Milestone Asset Management Group, LLC | 1.949.175 $ | +142.231 $ | +7,9 % | 1.806.944 $ | -32.390 $ | -1,8 % | 1.839.334 $ | +99.135 $ | +5,7 % | |||
| Pitcairn Wealth Advisors LLC | 1.943.836 $ | +129.214 $ | +7,1 % | 1.814.622 $ | +1 $ | +0,0 % | 1.814.621 $ | |||||
| Layline Advisors, LLC | 1.943.796 $ | +151.952 $ | +8,5 % | 1.791.844 $ | ||||||||
| Tenzing Financial LLC | 1.943.402 $ | +56.747 $ | +3,0 % | 1.886.655 $ | +118.807 $ | +6,7 % | 1.767.848 $ | |||||
| WealthCare Investment Partners, LLC | 1.942.993 $ | +267.778 $ | +16,0 % | 1.675.215 $ | +36.646 $ | +2,2 % | 1.638.569 $ | +94.948 $ | +6,2 % | |||
| Pictet North America Advisors SA | 1.939.696 $ | |||||||||||
| HM PAYSON & CO | 1.924.454 $ | +177.133 $ | +10,1 % | 1.747.321 $ | +369.457 $ | +26,8 % | 1.377.864 $ | +171.413 $ | +14,2 % | |||
| Main Street Financial Solutions, LLC | 1.923.122 $ | +123.373 $ | +6,9 % | 1.799.749 $ | -7.980 $ | -0,4 % | 1.807.729 $ | -57.632 $ | -3,1 % | |||
| Investment Research & Advisory Group, Inc. | 1.922.972 $ | +230.975 $ | +13,7 % | 1.691.997 $ | +30.286 $ | +1,8 % | 1.661.711 $ | +120.710 $ | +7,8 % | |||
| FineMark National Bank & Trust | 1.906.929 $ | +167.278 $ | +9,6 % | |||||||||
| Capital Investment Management, Inc. | 1.903.594 $ | +122.688 $ | +6,9 % | 1.780.906 $ | +417.802 $ | +30,7 % | 1.363.104 $ | |||||
| Empirical Asset Management, LLC | 1.902.652 $ | +133.578 $ | +7,6 % | 1.769.074 $ | +14.915 $ | +0,9 % | 1.754.159 $ | -142.255 $ | -7,5 % | |||
| NTV ASSET MANAGEMENT LLC | 1.893.256 $ | +186.213 $ | +10,9 % | 1.707.043 $ | +216.988 $ | +14,6 % | 1.490.055 $ | +351.506 $ | +30,9 % | |||
| MA Private Wealth | 1.890.407 $ | +27.772 $ | +1,5 % | 1.862.635 $ | +158.621 $ | +9,3 % | 1.704.014 $ | +168.173 $ | +10,9 % | |||
| Fourth Dimension Wealth, LLC | 1.847.079 $ | +13.167 $ | +0,7 % | 1.833.912 $ | -50.881 $ | -2,7 % | 1.884.793 $ | +56.273 $ | +3,1 % | |||
| CAHILL FINANCIAL ADVISORS INC | 1.878.789 $ | +108.670 $ | +6,1 % | 1.770.119 $ | +27.184 $ | +1,6 % | 1.742.935 $ | -272.738 $ | -13,5 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.860.077 $ | +479.160 $ | +34,7 % | 1.380.917 $ | +77.035 $ | +5,9 % | 1.303.882 $ | +530.346 $ | +68,6 % | |||
| PHILADELPHIA TRUST CO | 1.859.000 $ | +116.000 $ | +6,7 % | 1.743.000 $ | +21.000 $ | +1,2 % | 1.722.000 $ | +41.000 $ | +2,4 % | |||
| LVZ, Inc. | 1.857.576 $ | +67.496 $ | +3,8 % | 1.790.080 $ | +473.096 $ | +35,9 % | 1.316.984 $ | -5.249 $ | -0,4 % | |||
| Seven Post Investment Office LP | 1.791.366 $ | -65.133 $ | -3,5 % | 1.856.499 $ | +21.943 $ | +1,2 % | 1.834.556 $ | +44.090 $ | +2,5 % | |||
| Northwest Bancshares, Inc. | 1.631.719 $ | -187.934 $ | -10,3 % | 1.819.653 $ | -31.453 $ | -1,7 % | 1.851.106 $ | +261.366 $ | +16,4 % | |||
| Tufton Capital Management | 1.841.000 $ | +77.000 $ | +4,4 % | 1.764.000 $ | +78.000 $ | +4,6 % | 1.686.000 $ | +55.000 $ | +3,4 % | |||
| Joel Isaacson & Co., LLC | 1.833.385 $ | +461.700 $ | +33,7 % | 1.371.685 $ | +130.721 $ | +10,5 % | 1.240.964 $ | +95.776 $ | +8,4 % | |||
| Sovereign Financial Group, Inc. | 1.830.352 $ | +115.384 $ | +6,7 % | 1.714.968 $ | +157.412 $ | +10,1 % | 1.557.556 $ | -100.015 $ | -6,0 % | |||
| HOWARD FINANCIAL SERVICES, LTD. | 1.828.572 $ | +109.997 $ | +6,4 % | 1.718.575 $ | -15.084 $ | -0,9 % | 1.733.659 $ | +29.198 $ | +1,7 % | |||
| Blueprint Investment Partners LLC | 1.772.424 $ | -55.808 $ | -3,1 % | 1.828.232 $ | -3.921 $ | -0,2 % | ||||||
| WELLINGTON-ALTUS USA INC. | 1.644.568 $ | -182.339 $ | -10,0 % | 1.826.907 $ | +480.892 $ | +35,7 % | 1.346.015 $ | |||||
| Innovative Wealth Building LLC | 1.824.181 $ | +175.600 $ | +10,7 % | 1.648.581 $ | +52.853 $ | +3,3 % | 1.595.728 $ | +37.773 $ | +2,4 % | |||
| Commerce Advisors, LLC | 1.812.845 $ | +182.514 $ | +11,2 % | 1.630.331 $ | ||||||||
| U.S. Capital Wealth Advisors, LLC | 1.683.829 $ | -128.187 $ | -7,1 % | 1.812.016 $ | -61.093 $ | -3,3 % | ||||||
| VISTA CAPITAL PARTNERS, INC. | 1.803.245 $ | +99.833 $ | +5,9 % | 1.703.412 $ | -81.047 $ | -4,5 % | 1.784.459 $ | +300.102 $ | +20,2 % | |||
| NDVR, Inc. | 1.788.574 $ | +44.644 $ | +2,6 % | |||||||||
| BAR HARBOR WEALTH MANAGEMENT | 1.784.605 $ | +205.128 $ | +13,0 % | 1.579.477 $ | +217.627 $ | +16,0 % | 1.361.850 $ | +179.673 $ | +15,2 % | |||
| Oak Barrel Wealth Advisory LLC | 1.780.440 $ | +128.460 $ | +7,8 % | 1.651.980 $ | ||||||||
| BOKF, NA | 1.778.810 $ | +942.403 $ | +112,7 % | 836.407 $ | +400.289 $ | +91,8 % | 436.118 $ | +123.112 $ | +39,3 % | |||
| PUREfi Wealth, LLC | 1.776.771 $ | +420.642 $ | +31,0 % | 1.356.129 $ | +546.973 $ | +67,6 % | 809.156 $ | -11.635 $ | -1,4 % | |||
| StoneX Group Inc. | 1.512.973 $ | +261.019 $ | +20,8 % | 1.251.954 $ | -519.008 $ | -29,3 % | 1.770.962 $ | +188.860 $ | +11,9 % | |||
| SIMA Wealth Partners, LLC | 1.769.307 $ | +98.340 $ | +5,9 % | 1.670.967 $ | +19.750 $ | +1,2 % | 1.651.217 $ | +39.684 $ | +2,5 % | |||
| PINNACLE ASSOCIATES LTD | 1.769.297 $ | +113.223 $ | +6,8 % | 1.656.074 $ | -60.851 $ | -3,5 % | 1.716.925 $ | +118.589 $ | +7,4 % | |||
| Cornerstone Wealth Management, LLC | 1.766.226 $ | +121.361 $ | +7,4 % | 1.644.865 $ | +17.473 $ | +1,1 % | 1.627.392 $ | +91.511 $ | +6,0 % | |||
| Coquina Private Wealth LLC | 1.756.818 $ | +93.463 $ | +5,6 % | 1.663.355 $ | -100.306 $ | -5,7 % | 1.763.661 $ | |||||
| Capital Advisors Wealth Management, LLC | 1.759.295 $ | +215.690 $ | +14,0 % | 1.543.605 $ | +203.296 $ | +15,2 % | 1.340.309 $ | +209.344 $ | +18,5 % | 1.130.965 $ | +241.506 $ | +27,2 % |
| Roger Wittlin Investment Advisory, LLC | 1.757.130 $ | +2.599 $ | +0,1 % | 1.754.531 $ | +203.558 $ | +13,1 % | 1.550.973 $ | -237.247 $ | -13,3 % | |||
| TFC Financial Management, Inc. | 1.747.326 $ | +92.347 $ | +5,6 % | 1.654.979 $ | +172.358 $ | +11,6 % | 1.482.621 $ | +35.632 $ | +2,5 % | |||
| Amplius Wealth Advisors, LLC | 1.326.386 $ | +73.297 $ | +5,8 % | 1.253.089 $ | -493.053 $ | -28,2 % | 1.746.142 $ | -25.567 $ | -1,4 % | |||
| Astoria Portfolio Advisors LLC. | 1.740.932 $ | +1.323.822 $ | +317,4 % | 417.110 $ | +134.662 $ | +47,7 % | ||||||
| Columbia Asset Management | 1.740.908 $ | +111.914 $ | +6,9 % | 1.628.994 $ | +185.828 $ | +12,9 % | 1.443.166 $ | +68.888 $ | +5,0 % | |||
| Hoxton Planning & Management, LLC | 1.731.878 $ | +82.284 $ | +5,0 % | 1.649.594 $ | -2.689 $ | -0,2 % | 1.652.283 $ | -29.260 $ | -1,7 % | |||
| Cherry Tree Wealth Management, LLC | 1.730.135 $ | +70.991 $ | +4,3 % | 1.659.144 $ | +18.268 $ | +1,1 % | 1.640.876 $ | +39.435 $ | +2,5 % | |||
| TOWER TRUST & INVESTMENT Co | 1.727.814 $ | +64.780 $ | +3,9 % | 1.663.034 $ | +94.445 $ | +6,0 % | 1.568.589 $ | +169.187 $ | +12,1 % | |||
| OneAscent Family Office, LLC | 1.727.529 $ | +190.702 $ | +12,4 % | 1.536.827 $ | +67.623 $ | +4,6 % | 1.469.204 $ | +42.035 $ | +2,9 % | |||
| WEALTHGARDEN F.S. LLC | 1.032.177 $ | -691.908 $ | -40,1 % | 1.724.085 $ | +88.247 $ | +5,4 % | 1.635.838 $ | +358.514 $ | +28,1 % | |||
| LongView Wealth Management | 1.554.874 $ | -157.745 $ | -9,2 % | 1.712.619 $ | +111.648 $ | +7,0 % | 1.600.971 $ | +40.008 $ | +2,6 % | |||
| HUB Investment Partners, LLC | 1.709.475 $ | +48.486 $ | +2,9 % | 1.660.989 $ | +343.851 $ | +26,1 % | 1.317.138 $ | -98.930 $ | -7,0 % | |||
| HICKS CAPITAL MANAGEMENT LLC | 1.700.575 $ | +130.468 $ | +8,3 % | 1.570.107 $ | +50.495 $ | +3,3 % | 1.519.612 $ | +36.773 $ | +2,5 % | |||
| Aureus Asset Management, LLC | 1.700.098 $ | +5.289 $ | +0,3 % | 1.694.809 $ | +1.399.147 $ | +473,2 % | 295.662 $ | +10.598 $ | +3,7 % | |||
| Coign Capital Advisors LLC | 1.699.915 $ | +176.574 $ | +11,6 % | 1.523.341 $ | +70.671 $ | +4,9 % | 1.452.670 $ | +53.071 $ | +3,8 % | |||
| Patriot Financial Group Insurance Agency, LLC | 904.921 $ | -794.973 $ | -46,8 % | 1.699.894 $ | +909.822 $ | +115,2 % | 790.072 $ | -4.036 $ | -0,5 % | |||
| Nicht ausgewiesen | 1.698.263 $ | +106.383 $ | +6,7 % | 1.591.880 $ | +32.771 $ | +2,1 % | 1.559.109 $ | |||||
| BOYUM WEALTH ARCHITECTS LLC | 1.681.183 $ | -16.922 $ | -1,0 % | 1.698.105 $ | +13.422 $ | +0,8 % | 1.684.683 $ | -11.030 $ | -0,7 % | 1.695.713 $ | +288.712 $ | +20,5 % |
| Bestgate Wealth Advisors, LLC | 1.445.292 $ | -64.904 $ | -4,3 % | 1.510.196 $ | -182.183 $ | -10,8 % | 1.692.379 $ | +84.328 $ | +5,2 % | |||
| Lincoln Capital LLC | 1.688.872 $ | +9.029 $ | +0,5 % | 1.679.843 $ | +95.882 $ | +6,1 % | 1.583.961 $ | -47.525 $ | -2,9 % | 1.631.486 $ | +11.435 $ | +0,7 % |
| Dana Investment Advisors, Inc. | 1.632.299 $ | -53.279 $ | -3,2 % | 1.685.578 $ | +158.854 $ | +10,4 % | 1.526.724 $ | +141.376 $ | +10,2 % | |||
| Transamerica Financial Advisors, LLC | 1.677.687 $ | +492.770 $ | +41,6 % | 1.184.917 $ | +471.331 $ | +66,1 % | 713.586 $ | +292.462 $ | +69,4 % | |||
| Kooman & Associates | 1.677.208 $ | +89.764 $ | +5,7 % | 1.587.444 $ | +11.159 $ | +0,7 % | 1.576.285 $ | -64.619 $ | -3,9 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 1.673.984 $ | +262.511 $ | +18,6 % | 1.411.473 $ | -44.979 $ | -3,1 % | 1.456.452 $ | +87.162 $ | +6,4 % | |||
| Ballast Rock Private Wealth LLC | 1.673.397 $ | +118.318 $ | +7,6 % | 1.555.079 $ | +15.875 $ | +1,0 % | 1.539.204 $ | |||||
| ALTFEST L J & CO INC | 1.663.414 $ | +225.860 $ | +15,7 % | 1.437.554 $ | -12.531 $ | -0,9 % | 1.450.085 $ | +28.898 $ | +2,0 % | |||
| NCM Capital Management, LLC | 1.662.409 $ | +105.995 $ | +6,8 % | 1.556.414 $ | +18.396 $ | +1,2 % | 1.538.018 $ | +22.264 $ | +1,5 % | |||
| FOCUSED ALPHA, LLC | 1.505.322 $ | +81.663 $ | +5,7 % | 1.423.659 $ | -232.051 $ | -14,0 % | 1.655.710 $ | |||||
| MEYER HANDELMAN CO | 1.651.461 $ | +269.883 $ | +19,5 % | 1.381.578 $ | ||||||||
| Johnson Financial Group, LLC | 1.650.939 $ | +82.326 $ | +5,2 % | 1.568.613 $ | -69.668 $ | -4,3 % | 1.638.281 $ | +885.289 $ | +117,6 % | |||
| Paragon Capital Management Ltd | 1.636.891 $ | -6.424 $ | -0,4 % | 1.643.315 $ | +98.198 $ | +6,4 % | 1.545.117 $ | +18.262 $ | +1,2 % | 1.526.855 $ | +41.532 $ | +2,8 % |
| Navigation Group, LLC | 1.631.492 $ | +220.310 $ | +15,6 % | 1.411.182 $ | ||||||||
| Keystone Financial Group, Inc. | 1.627.982 $ | +127.388 $ | +8,5 % | 1.500.594 $ | +17.736 $ | +1,2 % | 1.482.858 $ | +58.038 $ | +4,1 % | |||
| Retirement Wealth Solutions LLC | 1.624.256 $ | -1.747 $ | -0,1 % | 1.626.003 $ | +151.748 $ | +10,3 % | 1.474.255 $ | +8.479 $ | +0,6 % | 1.465.776 $ | +113.293 $ | +8,4 % |
| Beckerman Institutional, LLC | 1.622.172 $ | +58.708 $ | +3,8 % | 1.563.464 $ | +76.533 $ | +5,1 % | 1.486.931 $ | -104.835 $ | -6,6 % | |||
| BAM Wealth Management, LLC | 1.622.061 $ | +506.279 $ | +45,4 % | 1.115.782 $ | +135.390 $ | +13,8 % | 980.392 $ | +409.210 $ | +71,6 % | |||
| JOURNEY STRATEGIC WEALTH LLC | 1.614.238 $ | +11.922 $ | +0,7 % | 1.602.316 $ | -264.457 $ | -14,2 % | ||||||
| RENAISSANCE TECHNOLOGIES LLC | 1.612.886 $ | |||||||||||
| Focus Financial Network, Inc. | 1.535.529 $ | +74.846 $ | +5,1 % | 1.460.683 $ | -150.205 $ | -9,3 % | 1.610.888 $ | +87.958 $ | +5,8 % | |||
| FORTE ASSET MANAGEMENT LLC | 1.610.665 $ | +100.896 $ | +6,7 % | 1.509.769 $ | +17.845 $ | +1,2 % | 1.491.924 $ | +28.259 $ | +1,9 % | |||
| Aurdan Capital Management, LLC | 638.762 $ | -963.599 $ | -60,1 % | 1.602.361 $ | +42.788 $ | +2,7 % | 1.559.573 $ | +31.578 $ | +2,1 % | |||
| Keebeck Wealth Management | 1.327.685 $ | -36.059 $ | -2,6 % | 1.363.744 $ | -238.485 $ | -14,9 % | 1.602.229 $ | +1.401.765 $ | +699,3 % | |||
| UNIVEST FINANCIAL Corp | 1.463.670 $ | +87.523 $ | +6,4 % | 1.376.147 $ | -214.094 $ | -13,5 % | 1.590.241 $ | +19.185 $ | +1,2 % | |||
| OXFORD FINANCIAL GROUP, LTD. LLC | 1.587.003 $ | +184.512 $ | +13,2 % | 1.402.491 $ | +5.573 $ | +0,4 % | 1.396.918 $ | +1.363.042 $ | +4.023,6 % | |||
| Black Cypress Capital Management, LLC | 1.584.694 $ | +67.294 $ | +4,4 % | 1.517.400 $ | +147.383 $ | +10,8 % | 1.370.017 $ | -5.403 $ | -0,4 % | |||
| SHELTON WEALTH MANAGEMENT, LLC | 1.581.490 $ | +132.960 $ | +9,2 % | 1.448.530 $ | -102.130 $ | -6,6 % | 1.550.660 $ | +16.676 $ | +1,1 % | |||
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1.579.822 $ | +24.498 $ | +1,6 % | 1.555.324 $ | +92.027 $ | +6,3 % | 1.463.297 $ | +55.511 $ | +3,9 % | |||
| Cynosure Group, LLC | 212.050 $ | -1.108.009 $ | -83,9 % | 1.320.059 $ | -258.028 $ | -16,4 % | 1.578.087 $ | -5.473.127 $ | -77,6 % | |||
| Pallas Capital Advisors LLC | 1.575.816 $ | +170.424 $ | +12,1 % | 1.405.392 $ | -124.378 $ | -8,1 % | 1.529.770 $ | -52.602 $ | -3,3 % | |||
| Wingate Wealth Advisors, Inc. | 967.073 $ | -603.471 $ | -38,4 % | 1.570.544 $ | +23.930 $ | +1,5 % | 1.546.614 $ | +4.570 $ | +0,3 % | |||
| Peak Planning Group, LLC | 1.557.953 $ | +81.958 $ | +5,6 % | 1.475.995 $ | +163.372 $ | +12,4 % | 1.312.623 $ | +745.632 $ | +131,5 % | |||
| Old Mission Investment Co LLC | 1.551.075 $ | +168.410 $ | +12,2 % | 1.382.665 $ | +90.773 $ | +7,0 % | 1.291.892 $ | +332.180 $ | +34,6 % | |||
| Total Clarity Wealth Management, Inc. | 1.550.206 $ | +133.230 $ | +9,4 % | 1.416.976 $ | +742.000 $ | +109,9 % | 674.976 $ | +417.586 $ | +162,2 % | |||
| Beacon Capital Management, LLC | 1.545.303 $ | +472.265 $ | +44,0 % | 1.073.038 $ | +105.626 $ | +10,9 % | 967.412 $ | +375.483 $ | +63,4 % | |||
| VAQUERO PRIVATE WEALTH, LTD | 1.545.280 $ | |||||||||||
| RoundAngle Advisors LLC | 1.544.442 $ | +27.648 $ | +1,8 % | 1.516.794 $ | +91.720 $ | +6,4 % | ||||||
| Clark Capital Management Group, Inc. | 1.542.160 $ | +499.490 $ | +47,9 % | 1.042.670 $ | +434.998 $ | +71,6 % | 607.672 $ | +175.868 $ | +40,7 % | |||
| SeaBridge Investment Advisors LLC | 1.537.844 $ | +109.099 $ | +7,6 % | 1.428.745 $ | +16.887 $ | +1,2 % | 1.411.858 $ | +58.465 $ | +4,3 % | |||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1.537.407 $ | +157.364 $ | +11,4 % | 1.380.043 $ | +17.428 $ | +1,3 % | 1.362.615 $ | +46.205 $ | +3,5 % | |||
| WEST BANCORPORATION INC | 1.440.974 $ | -13.390 $ | -0,9 % | 1.454.364 $ | -78.980 $ | -5,2 % | 1.533.344 $ | +36.851 $ | +2,5 % | |||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1.443.098 $ | +62.244 $ | +4,5 % | 1.380.854 $ | -147.660 $ | -9,7 % | 1.528.514 $ | +125.792 $ | +9,0 % | |||
| SOL Capital Management CO | 1.527.000 $ | +35.000 $ | +2,3 % | |||||||||
| MW ADVISORY, LLC | 1.525.256 $ | |||||||||||
| Fortune Financial Group, Inc. | 1.524.679 $ | +998.061 $ | +189,5 % | 526.618 $ | -911.382 $ | -63,4 % | 1.438.000 $ | |||||
| Wealth Management Partners, LLC | 1.518.141 $ | +106.416 $ | +7,5 % | 1.411.725 $ | +436.646 $ | +44,8 % | 975.079 $ | +13.569 $ | +1,4 % | |||
| ARWA LLC | 1.515.612 $ | +73.005 $ | +5,1 % | 1.442.607 $ | +66.230 $ | +4,8 % | 1.376.377 $ | |||||
| SAXON INTERESTS, INC. | 1.512.795 $ | +93.710 $ | +6,6 % | 1.419.085 $ | -13.465 $ | -0,9 % | 1.432.550 $ | +7.428 $ | +0,5 % | |||
| GARRISON POINT ADVISORS, LLC | 1.511.256 $ | +751.438 $ | +98,9 % | 759.818 $ | +531.695 $ | +233,1 % | 228.123 $ | +5.482 $ | +2,5 % | |||
| Aries Wealth Management | 1.510.415 $ | +94.616 $ | +6,7 % | 1.415.799 $ | +16.734 $ | +1,2 % | 1.399.065 $ | +33.624 $ | +2,5 % | |||
| IMA Advisory Services, Inc. | 1.506.288 $ | +1.499.861 $ | +23.336,9 % | 6.427 $ | +76 $ | +1,2 % | 6.351 $ | +152 $ | +2,5 % | |||
| Elm Partners Management LLC | 1.496.728 $ | +370.078 $ | +32,8 % | 1.126.650 $ | -22.741 $ | -2,0 % | 1.149.391 $ | +32.349 $ | +2,9 % | |||
| Garde Capital, Inc. | 1.496.411 $ | +93.739 $ | +6,7 % | 1.402.672 $ | +547.523 $ | +64,0 % | 855.149 $ | -48.073 $ | -5,3 % | |||
| Aspen Wealth Management LLC | 1.491.461 $ | +108.810 $ | +7,9 % | 1.382.651 $ | +509.803 $ | +58,4 % | 872.848 $ | +24.243 $ | +2,9 % | |||
| JRM Investment Counsel, LLC | 1.205.448 $ | +77.352 $ | +6,9 % | 1.128.096 $ | -360.834 $ | -24,2 % | 1.488.930 $ | +51.646 $ | +3,6 % | |||
| Parisi Gray Wealth Management | 1.486.804 $ | +104.334 $ | +7,5 % | 1.382.470 $ | -4.677 $ | -0,3 % | 1.387.147 $ | +44.933 $ | +3,3 % | |||
| Activest Wealth Management | 69.731 $ | -1.415.414 $ | -95,3 % | 1.485.145 $ | +19.343 $ | +1,3 % | 1.465.802 $ | +1.229.105 $ | +519,3 % | |||
| Coordinated Financial Services, Inc. | 1.451.729 $ | -32.850 $ | -2,2 % | 1.484.579 $ | +203.398 $ | +15,9 % | ||||||
| Buck Wealth Strategies, LLC | 1.482.833 $ | +1.264.730 $ | +579,9 % | 218.103 $ | ||||||||
| Sepio Capital, LP | 1.457.587 $ | +91.307 $ | +6,7 % | 1.366.280 $ | -112.137 $ | -7,6 % | 1.478.417 $ | +35.531 $ | +2,5 % | |||
| Rossby Financial, LCC | 1.473.617 $ | +70.887 $ | +5,1 % | 1.402.730 $ | +870.085 $ | +163,4 % | 532.645 $ | +20.627 $ | +4,0 % | |||
| Reflection Asset Management | 1.473.359 $ | +32.466 $ | +2,3 % | 1.440.893 $ | ||||||||
| Kendall Capital Management | 1.448.121 $ | -20.004 $ | -1,4 % | 1.468.125 $ | +17.352 $ | +1,2 % | 1.450.773 $ | +66.909 $ | +4,8 % | |||
| O'Keefe Stevens Advisory, Inc. | 1.467.829 $ | +4.545 $ | +0,3 % | 1.463.284 $ | +91.664 $ | +6,7 % | 1.371.620 $ | |||||
| CoreCap Advisors, LLC | 1.464.394 $ | +121.853 $ | +9,1 % | 1.342.541 $ | +166.224 $ | +14,1 % | 1.176.317 $ | -83.966 $ | -6,7 % | 1.260.283 $ | +81.555 $ | +6,9 % |
| Legacy Wealth Managment, LLC/ID | 1.464.112 $ | +1.365.162 $ | +1.379,6 % | 98.950 $ | +1.170 $ | +1,2 % | 97.780 $ | +5.493 $ | +6,0 % | |||
| Keel Point, LLC | 1.464.043 $ | +167.766 $ | +12,9 % | 1.296.277 $ | +39.296 $ | +3,1 % | 1.256.981 $ | +114.506 $ | +10,0 % | |||
| Sandhill Capital Partners LLC | 1.463.909 $ | |||||||||||
| Gryphon Financial Partners LLC | 1.463.687 $ | +154.572 $ | +11,8 % | 1.309.115 $ | +164.175 $ | +14,3 % | 1.144.940 $ | +140.710 $ | +14,0 % | |||
| ROMANO BROTHERS AND COMPANY | 1.455.557 $ | +134.815 $ | +10,2 % | 1.320.742 $ | +52.289 $ | +4,1 % | 1.268.453 $ | +28.302 $ | +2,3 % | |||
| Westmount Partners, LLC | 1.454.785 $ | +93.503 $ | +6,9 % | 1.361.282 $ | +51.157 $ | +3,9 % | 1.310.125 $ | +381.179 $ | +41,0 % | |||
| Forza Wealth Management, LLC | 1.452.660 $ | +85.929 $ | +6,3 % | 1.366.731 $ | +21.163 $ | +1,6 % | 1.345.568 $ | +32.338 $ | +2,5 % | |||
| Capital Group Private Client Services, Inc. | 1.450.361 $ | +324.036 $ | +28,8 % | 1.126.325 $ | +244.973 $ | +27,8 % | 881.352 $ | +57.388 $ | +7,0 % | |||
| Trilogy Capital Inc. | 1.448.024 $ | +194.185 $ | +15,5 % | 1.253.839 $ | +93.990 $ | +8,1 % | 1.159.849 $ | -48.085 $ | -4,0 % | |||
| W ADVISORS, LLC | 1.443.678 $ | +90.435 $ | +6,7 % | 1.353.243 $ | +13.579 $ | +1,0 % | 1.339.664 $ | +75.677 $ | +6,0 % | |||
| Curated Wealth Partners LLC | 1.437.110 $ | +90.024 $ | +6,7 % | 1.347.086 $ | +15.921 $ | +1,2 % | 1.331.165 $ | -55.405 $ | -4,0 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 1.435.069 $ | +276.104 $ | +23,8 % | 1.158.965 $ | +741.366 $ | +177,5 % | 417.599 $ | |||||
| Klaas Financial Asset Advisors, LLC | 1.434.986 $ | +77.941 $ | +5,7 % | 1.357.045 $ | -6.325 $ | -0,5 % | 1.363.370 $ | -31.058 $ | -2,2 % | |||
| Global View Capital Management LLC | 1.094.444 $ | -171.709 $ | -13,6 % | 1.266.153 $ | -166.907 $ | -11,6 % | 1.433.060 $ | -137.472 $ | -8,8 % | |||
| INSPIRION WEALTH ADVISORS, LLC | 1.426.100 $ | +11.776 $ | +0,8 % | 1.414.324 $ | +84.598 $ | +6,4 % | 1.329.726 $ | +15.717 $ | +1,2 % | 1.314.009 $ | +175.572 $ | +15,4 % |
| American State Bank (Iowa) | 1.420.209 $ | +97.566 $ | +7,4 % | 1.322.643 $ | +14.738 $ | +1,1 % | 1.307.905 $ | +46.014 $ | +3,6 % | |||
| Goldstein Advisors, LLC | 1.410.165 $ | +120.294 $ | +9,3 % | 1.289.871 $ | +30.632 $ | +2,4 % | 1.259.239 $ | +10.968 $ | +0,9 % | |||
| PCG ASSET MANAGEMENT, LLC | 1.406.398 $ | +115.893 $ | +9,0 % | 1.290.505 $ | +110.454 $ | +9,4 % | 1.180.051 $ | +69.031 $ | +6,2 % | |||
| JNBA Financial Advisors | 1.405.872 $ | +88.067 $ | +6,7 % | 1.317.805 $ | +141.983 $ | +12,1 % | 1.175.822 $ | +32.187 $ | +2,8 % | |||
| TRITONPOINT WEALTH, LLC | 1.405.722 $ | +50.035 $ | +3,7 % | 1.355.687 $ | +410.453 $ | +43,4 % | 945.234 $ | -4.552.911 $ | -82,8 % | |||
| REAP Financial Group, LLC | 1.401.995 $ | +25.505 $ | +1,9 % | 1.376.490 $ | +253.069 $ | +22,5 % | 1.123.421 $ | +121.611 $ | +12,1 % | |||
| Dentgroup LLC | 1.398.682 $ | -40.710 $ | -2,8 % | |||||||||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1.394.975 $ | +33.680 $ | +2,5 % | 1.361.295 $ | +60.288 $ | +4,6 % | 1.301.007 $ | -41.072 $ | -3,1 % | 1.342.079 $ | +32.254 $ | +2,5 % |
| Vann Equity Management LLC | 1.394.178 $ | +210.412 $ | +17,8 % | 1.183.766 $ | +160.464 $ | +15,7 % | 1.023.302 $ | |||||
| C M BIDWELL & ASSOCIATES LTD | 1.385.280 $ | +89.945 $ | +6,9 % | 1.295.335 $ | +14.773 $ | +1,2 % | 1.280.562 $ | +33.713 $ | +2,7 % | |||
| Bear Mountain Capital, Inc. | 1.375.935 $ | -692 $ | -0,1 % | 1.376.627 $ | +62.740 $ | +4,8 % | 1.313.887 $ | +59.573 $ | +4,7 % | |||
| Petros Family Wealth, LLC | 1.173.737 $ | -37.826 $ | -3,1 % | 1.211.563 $ | -163.795 $ | -11,9 % | 1.375.358 $ | +1.056.414 $ | +331,2 % | |||
| Range Advisory, LLC | 1.373.826 $ | +542.873 $ | +65,3 % | 830.953 $ | -58.518 $ | -6,6 % | 889.471 $ | |||||
| Victrix Investment Advisors | 1.366.822 $ | +93.091 $ | +7,3 % | 1.273.731 $ | ||||||||
| Sankala Group LLC | 1.364.599 $ | +171.589 $ | +14,4 % | 1.193.010 $ | -141.106 $ | -10,6 % | 1.334.116 $ | |||||
| Clarendon Private LLC | 1.363.227 $ | +178.188 $ | +15,0 % | 1.185.039 $ | +92.016 $ | +8,4 % | 1.093.023 $ | +46.405 $ | +4,4 % | |||
| Cambria Investment Management, L.P. | 1.341.593 $ | +89.654 $ | +7,2 % | 1.251.939 $ | -108.390 $ | -8,0 % | 1.360.329 $ | -25.193 $ | -1,8 % | |||
| PLANNING ALTERNATIVES LTD /ADV | 1.355.887 $ | +68.821 $ | +5,3 % | 1.287.066 $ | -17.888 $ | -1,4 % | 1.304.954 $ | +692.212 $ | +113,0 % | |||
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.353.569 $ | +119.102 $ | +9,6 % | 1.234.467 $ | +14.590 $ | +1,2 % | 1.219.877 $ | +685.976 $ | +128,5 % | |||
| NOESIS CAPITAL MANGEMENT CORP | 1.352.313 $ | +34.558 $ | +2,6 % | 1.317.755 $ | +248.708 $ | +23,3 % | 1.069.047 $ | +15.303 $ | +1,5 % | |||
| TL Private Wealth | 1.350.977 $ | +35.297 $ | +2,7 % | 1.315.680 $ | +29.427 $ | +2,3 % | 1.286.253 $ | +56.993 $ | +4,6 % | |||
| BlueSky Wealth Advisors, LLC | 1.348.257 $ | +50.962 $ | +3,9 % | 1.297.295 $ | -44.247 $ | -3,3 % | 1.341.542 $ | -25.121 $ | -1,8 % | |||
| Great Point Wealth Advisors, LLC | 1.345.987 $ | +44.143 $ | +3,4 % | 1.301.844 $ | -29.075 $ | -2,2 % | 1.330.919 $ | -11.669 $ | -0,9 % | |||
| Archer Investment Corp | 1.344.008 $ | +714.100 $ | +113,4 % | 629.908 $ | +25.874 $ | +4,3 % | 604.034 $ | +14.517 $ | +2,5 % | |||
| Compass Ion Advisors, LLC | 1.343.937 $ | +71.387 $ | +5,6 % | 1.272.550 $ | +36.332 $ | +2,9 % | 1.236.218 $ | -193.270 $ | -13,5 % | |||
| WETZEL INVESTMENT ADVISORS, INC. | 1.126.026 $ | -95.586 $ | -7,8 % | 1.221.612 $ | -122.077 $ | -9,1 % | 1.343.689 $ | +24.522 $ | +1,9 % | |||
| WATERSHED PRIVATE WEALTH LLC | 1.332.222 $ | +113.232 $ | +9,3 % | 1.218.990 $ | -34.348 $ | -2,7 % | 1.253.338 $ | +24.945 $ | +2,0 % | |||
| McNamara Financial Services, Inc. | 1.330.003 $ | +86.483 $ | +7,0 % | 1.243.520 $ | +43.772 $ | +3,6 % | 1.199.748 $ | +8.665 $ | +0,7 % | |||
| WFA of San Diego, LLC | 1.328.743 $ | +112.381 $ | +9,2 % | 1.216.362 $ | +69.878 $ | +6,1 % | 1.146.484 $ | +104.860 $ | +10,1 % | |||
| Noble Family Wealth, LLC | 1.328.362 $ | +83.212 $ | +6,7 % | 1.245.150 $ | +14.717 $ | +1,2 % | 1.230.433 $ | +29.571 $ | +2,5 % | |||
| LWM ADVISORS INC | 1.326.601 $ | +36.075 $ | +2,8 % | 1.290.526 $ | +416.460 $ | +47,6 % | 874.066 $ | +586.900 $ | +204,4 % | 287.166 $ | ||
| Elevation Capital Advisory, LLC | 1.324.188 $ | -3.401.288 $ | -72,0 % | |||||||||
| PENOBSCOT WEALTH MANAGEMENT | 1.320.231 $ | +186.377 $ | +16,4 % | 1.133.854 $ | -28.556 $ | -2,5 % | 1.162.410 $ | +39.836 $ | +3,5 % | |||
| HILL ISLAND FINANCIAL LLC | 1.319.743 $ | +82.400 $ | +6,7 % | 1.237.343 $ | +4.963 $ | +0,4 % | 1.232.380 $ | +9.799 $ | +0,8 % | |||
| Root Financial Partners, LLC | 1.317.160 $ | +229.077 $ | +21,1 % | 1.088.083 $ | +400.401 $ | +58,2 % | 687.682 $ | -90.327 $ | -11,6 % | |||
| Vertex Planning Partners, LLC | 1.315.252 $ | +265.975 $ | +25,3 % | 1.049.277 $ | +403.342 $ | +62,4 % | 645.935 $ | +7.543 $ | +1,2 % | |||
| Maia Wealth LLC | 1.206.704 $ | -38.981 $ | -3,1 % | 1.245.685 $ | -67.728 $ | -5,2 % | 1.313.413 $ | +81.588 $ | +6,6 % | |||
| MEMBERS CAPITAL ADVISORS INC | 1.311.846 $ | |||||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 1.290.442 $ | -15.320 $ | -1,2 % | 1.305.762 $ | +71.838 $ | +5,8 % | 1.233.924 $ | +9.663 $ | +0,8 % | 1.224.261 $ | ||
| ANGELES WEALTH MANAGEMENT, LLC | 1.303.540 $ | +213.378 $ | +19,6 % | 1.090.162 $ | -52.868 $ | -4,6 % | 1.143.030 $ | +349.469 $ | +44,0 % | |||
| Moors & Cabot, Inc. | 1.299.788 $ | +135.459 $ | +11,6 % | 1.164.329 $ | +61.802 $ | +5,6 % | 1.102.527 $ | +328.971 $ | +42,5 % | |||
| STEVENS CAPITAL PARTNERS | 1.299.778 $ | +45.664 $ | +3,6 % | 1.254.114 $ | -10.278 $ | -0,8 % | 1.264.392 $ | +31.657 $ | +2,6 % | |||
| DAVIDSON TRUST CO | 1.299.537 $ | +64.290 $ | +5,2 % | 1.235.247 $ | +128.056 $ | +11,6 % | 1.107.191 $ | -10.782 $ | -1,0 % | 1.117.973 $ | +15.549 $ | +1,4 % |
| IBEX WEALTH ADVISORS | 1.292.366 $ | +89.560 $ | +7,4 % | 1.202.806 $ | +16.900 $ | +1,4 % | 1.185.906 $ | +194.564 $ | +19,6 % | |||
| MFA Wealth Services | 1.284.842 $ | +88.343 $ | +7,4 % | 1.196.499 $ | -9.781 $ | -0,8 % | 1.206.280 $ | +49.453 $ | +4,3 % | |||
| DAVIS R M INC | 1.282.969 $ | +190.724 $ | +17,5 % | 1.092.245 $ | -14.822 $ | -1,3 % | 1.107.067 $ | +70.697 $ | +6,8 % | |||
| Legacy Capital Wealth Partners, LLC | 1.282.469 $ | +100.597 $ | +8,5 % | 1.181.872 $ | +713.582 $ | +152,4 % | 468.290 $ | +15.891 $ | +3,5 % | |||
| M1 Capital Management LLC | 1.277.931 $ | -408.811 $ | -24,2 % | |||||||||
| UNITED BANK | 1.272.249 $ | +487.082 $ | +62,0 % | 785.167 $ | +112.339 $ | +16,7 % | 672.828 $ | +16.170 $ | +2,5 % | |||
| GC Wealth Management RIA, LLC | 1.270.978 $ | +198.690 $ | +18,5 % | 1.072.288 $ | +547.426 $ | +104,3 % | 524.862 $ | -352.953 $ | -40,2 % | |||
| Tulsa Wealth Advisors, INC | 1.266.603 $ | +99.085 $ | +8,5 % | 1.167.518 $ | ||||||||
| Hixon Zuercher, LLC | 1.265.198 $ | +79.255 $ | +6,7 % | 1.185.943 $ | +14.017 $ | +1,2 % | 1.171.926 $ | -626 $ | -0,1 % | |||
| NorthStar Asset Management LLC /NJ/ | 1.262.203 $ | +95.300 $ | +8,2 % | 1.166.903 $ | -8.394 $ | -0,7 % | 1.175.297 $ | +69.091 $ | +6,2 % | |||
| FIRST AMERICAN TRUST, FSB | 1.256.603 $ | +276.887 $ | +28,3 % | 979.716 $ | -18.120 $ | -1,8 % | 997.836 $ | -4.745 $ | -0,5 % | |||
| Founders Financial Alliance, LLC | 1.256.080 $ | +89.907 $ | +7,7 % | 1.166.173 $ | +392.753 $ | +50,8 % | 773.420 $ | +28.723 $ | +3,9 % | |||
| GW&K Investment Management, LLC | 1.255.000 $ | +79.000 $ | +6,7 % | 1.176.000 $ | +14.000 $ | +1,2 % | 1.162.000 $ | +37.000 $ | +3,3 % | |||
| Ellenbecker Investment Group | 1.251.679 $ | +139.190 $ | +12,5 % | 1.112.489 $ | +13.148 $ | +1,2 % | 1.099.341 $ | +116.235 $ | +11,8 % | |||
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 1.251.290 $ | +78.383 $ | +6,7 % | 1.172.907 $ | +13.863 $ | +1,2 % | 1.159.044 $ | +342.695 $ | +42,0 % | |||
| Breakwater Capital Group | 1.239.059 $ | -11.169 $ | -0,9 % | 1.250.228 $ | +76.688 $ | +6,5 % | 1.173.540 $ | +23.263 $ | +2,0 % | 1.150.277 $ | +16.644 $ | +1,5 % |
| Barnes Dennig Private Wealth Management LLC | 1.245.742 $ | +157.928 $ | +14,5 % | 1.087.814 $ | +13.126 $ | +1,2 % | 1.074.688 $ | +283.834 $ | +35,9 % | |||
| Rubicon Advisors, GP | 1.244.133 $ | +1.014.092 $ | +440,8 % | 230.041 $ | ||||||||
| Bedminster, LLC | 1.242.115 $ | +63.777 $ | +5,4 % | 1.178.338 $ | -45.475 $ | -3,7 % | 1.223.813 $ | |||||
| Andina Capital Management, LLC | 941.562 $ | -300.078 $ | -24,2 % | 1.241.640 $ | +80.605 $ | +6,9 % | ||||||
| WealthShield Partners, LLC | 1.239.508 $ | +237.703 $ | +23,7 % | 1.001.805 $ | +194.250 $ | +24,1 % | 807.555 $ | +21.328 $ | +2,7 % | |||
| PINNEY & SCOFIELD, INC. | 1.238.818 $ | +52.616 $ | +4,4 % | 1.186.202 $ | +14.021 $ | +1,2 % | 1.172.181 $ | +4.160 $ | +0,4 % | |||
| Finley Financial, LLC | 1.238.639 $ | +77.592 $ | +6,7 % | 1.161.047 $ | +13.722 $ | +1,2 % | 1.147.325 $ | +18.843 $ | +1,7 % | |||
| Tranquility Partners, LLC | 1.238.515 $ | +90.719 $ | +7,9 % | 1.147.796 $ | +113.224 $ | +10,9 % | 1.034.572 $ | +24.096 $ | +2,4 % | |||
| Marin Bay Wealth Advisors, LLC | 1.226.995 $ | +85.338 $ | +7,5 % | 1.141.657 $ | +13.494 $ | +1,2 % | 1.128.163 $ | |||||
| SILVERLAKE WEALTH MANAGEMENT LLC | 1.061.634 $ | -163.078 $ | -13,3 % | 1.224.712 $ | +287.507 $ | +30,7 % | 937.205 $ | +176.696 $ | +23,2 % | |||
| KWB Wealth | 1.221.099 $ | +177.020 $ | +17,0 % | 1.044.079 $ | +0 $ | +0,0 % | 1.044.079 $ | +336.472 $ | +47,6 % | |||
| Clark Asset Management, LLC | 1.182.139 $ | +147.381 $ | +14,2 % | 1.034.758 $ | -180.735 $ | -14,9 % | 1.215.493 $ | +225.485 $ | +22,8 % | |||
| GDS Wealth Management | 1.213.914 $ | +141.043 $ | +13,1 % | 1.072.871 $ | -73.559 $ | -6,4 % | 1.146.430 $ | +52.086 $ | +4,8 % | |||
| Burkett Asset Management Ltd | 1.210.341 $ | +174.406 $ | +16,8 % | 1.035.935 $ | +76.655 $ | +8,0 % | 959.280 $ | |||||
| Sharp Wealth Advisory, LLC | 1.201.855 $ | +172.257 $ | +16,7 % | 1.029.598 $ | -44.190 $ | -4,1 % | 1.073.788 $ | +25.806 $ | +2,5 % | |||
| Essex Bank | 1.198.649 $ | +114.287 $ | +10,5 % | 1.084.362 $ | +70.519 $ | +7,0 % | 1.013.843 $ | +14.064 $ | +1,4 % | |||
| Realta Investment Advisors | 1.167.893 $ | -30.181 $ | -2,5 % | 1.198.074 $ | +44.397 $ | +3,8 % | 1.153.677 $ | +14.958 $ | +1,3 % | |||
| Beacon Financial Advisory LLC | 1.195.478 $ | +145.513 $ | +13,9 % | 1.049.965 $ | +25.113 $ | +2,5 % | 1.024.852 $ | +85.635 $ | +9,1 % | |||
| Newman Dignan & Sheerar, Inc. | 1.187.837 $ | +74.409 $ | +6,7 % | 1.113.428 $ | ||||||||
| XY Planning Network, Inc. | 1.184.582 $ | +245.853 $ | +26,2 % | 938.729 $ | +325.698 $ | +53,1 % | 613.031 $ | +274.112 $ | +80,9 % | |||
| CATALYST PRIVATE WEALTH, LLC | 1.179.338 $ | +73.876 $ | +6,7 % | 1.105.462 $ | +215.782 $ | +24,3 % | 889.680 $ | +21.382 $ | +2,5 % | |||
| GFI Investment Counsel Ltd. | 1.176.441 $ | |||||||||||
| GRAYBILL WEALTH MANAGEMENT, LTD. | 1.175.958 $ | +65.879 $ | +5,9 % | 1.110.079 $ | -8.618 $ | -0,8 % | 1.118.697 $ | +32.473 $ | +3,0 % | |||
| K2 Financial Inc. | 1.167.136 $ | +9.875 $ | +0,9 % | 1.157.261 $ | +26.928 $ | +2,4 % | 1.130.333 $ | +50.305 $ | +4,7 % | |||
| Darden Wealth Group Inc | 509.321 $ | -655.985 $ | -56,3 % | 1.165.306 $ | -94.228 $ | -7,5 % | ||||||
| INSIGNEO ADVISORY SERVICES, LLC | 1.161.360 $ | +95.714 $ | +9,0 % | 1.065.646 $ | +232.756 $ | +27,9 % | 832.890 $ | -644.117 $ | -43,6 % | |||
| Ally Invest Advisors Inc. | 1.004.141 $ | +44.670 $ | +4,7 % | 959.471 $ | -200.100 $ | -17,3 % | 1.159.571 $ | -9.222 $ | -0,8 % | |||
| Koss-Olinger Consulting, LLC | 987.008 $ | -170.609 $ | -14,7 % | 1.157.617 $ | +15.617 $ | +1,4 % | 1.142.000 $ | +16.000 $ | +1,4 % | |||
| KCM INVESTMENT ADVISORS LLC | 1.154.228 $ | |||||||||||
| CM WEALTH ADVISORS LLC | 1.151.330 $ | +87.693 $ | +8,2 % | 1.063.637 $ | -15.608 $ | -1,4 % | 1.079.245 $ | +88.102 $ | +8,9 % | |||
| CENTAURUS FINANCIAL, INC. | 1.151.000 $ | +119.000 $ | +11,5 % | 1.032.000 $ | -3.000 $ | -0,3 % | 1.035.000 $ | +3.000 $ | +0,3 % | |||
| LAFFER TENGLER INVESTMENTS, INC. | 1.142.431 $ | -10.987 $ | -1,0 % | |||||||||
| DEARBORN PARTNERS LLC | 1.141.210 $ | +599.569 $ | +110,7 % | 541.641 $ | +12.753 $ | +2,4 % | 528.888 $ | -22.213 $ | -4,0 % | |||
| DBK Financial Counsel, LLC | 1.123.337 $ | +11.705 $ | +1,1 % | 1.111.632 $ | -27.834 $ | -2,4 % | 1.139.466 $ | +27.385 $ | +2,5 % | |||
| TRUEFG, LLC | 1.139.451 $ | +82.061 $ | +7,8 % | 1.057.390 $ | +20.459 $ | +2,0 % | 1.036.931 $ | +64.734 $ | +6,7 % | |||
| Walsh & Associates, LLC | 1.139.296 $ | +103.231 $ | +10,0 % | 1.036.065 $ | +62.882 $ | +6,5 % | 973.183 $ | |||||
| CALTON & ASSOCIATES, INC. | 697.424 $ | -306.558 $ | -30,5 % | 1.003.982 $ | -134.848 $ | -11,8 % | 1.138.830 $ | +70.875 $ | +6,6 % | |||
| Edgestream Partners, L.P. | 1.137.133 $ | +586.982 $ | +106,7 % | 550.151 $ | -254.721 $ | -31,6 % | 804.872 $ | -224.076 $ | -21,8 % | |||
| PRESILIUM PRIVATE WEALTH, LLC | 1.136.875 $ | +96.746 $ | +9,3 % | 1.040.129 $ | +25.881 $ | +2,6 % | 1.014.248 $ | +80.079 $ | +8,6 % | |||
| Investmark Advisory Group LLC | 1.132.757 $ | +101.151 $ | +9,8 % | 1.031.606 $ | +51.466 $ | +5,3 % | 980.140 $ | +39.405 $ | +4,2 % | |||
| Strategic Wealth Advisors LLC | 1.092.000 $ | -36.000 $ | -3,2 % | 1.128.000 $ | +36.000 $ | +3,3 % | 1.092.000 $ | |||||
| Alvarez & Marsal Private Wealth Partners, LLC | 1.127.668 $ | +693.033 $ | +159,5 % | 434.635 $ | +5.138 $ | +1,2 % | 429.497 $ | |||||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 981.810 $ | +66.495 $ | +7,3 % | 915.315 $ | -209.287 $ | -18,6 % | 1.124.602 $ | +246.001 $ | +28,0 % | |||
| Frank, Rimerman Advisors LLC | 1.123.322 $ | +319.053 $ | +39,7 % | 804.269 $ | +9.506 $ | +1,2 % | 794.763 $ | +19.101 $ | +2,5 % | |||
| Freedom Investment Management, Inc. | 1.119.193 $ | +32.166 $ | +3,0 % | 1.087.027 $ | +14.182 $ | +1,3 % | 1.072.845 $ | +49.367 $ | +4,8 % | |||
| Value Investment Professionals, LLC | 1.118.317 $ | +148.213 $ | +15,3 % | 970.104 $ | ||||||||
| Goelzer Investment Management, Inc. | 1.095.411 $ | -20.100 $ | -1,8 % | 1.115.511 $ | +571.862 $ | +105,2 % | 543.649 $ | +9.486 $ | +1,8 % | |||
| American Trust | 1.110.398 $ | +199.890 $ | +22,0 % | 910.508 $ | -25.304 $ | -2,7 % | 935.812 $ | -146.710 $ | -13,6 % | |||
| NOVUS ADVISORS, LLC | 1.110.187 $ | +69.273 $ | +6,7 % | 1.040.914 $ | -31.085 $ | -2,9 % | 1.071.999 $ | +24.192 $ | +2,3 % | |||
| MTM FINANCIAL GROUP, LLC | 1.109.682 $ | +239.131 $ | +27,5 % | 870.551 $ | +195.919 $ | +29,0 % | 674.632 $ | +96.323 $ | +16,7 % | |||
| PEOPLES BANK /OH | 860.913 $ | +19.798 $ | +2,4 % | 841.115 $ | -264.343 $ | -23,9 % | 1.105.458 $ | +60.009 $ | +5,7 % | |||
| Advyzon Investment Management, LLC | 973.127 $ | -131.716 $ | -11,9 % | 1.104.843 $ | +658.065 $ | +147,3 % | 446.778 $ | -250.497 $ | -35,9 % | |||
| Rathbones Group PLC | 602.176 $ | -502.290 $ | -45,5 % | 1.104.466 $ | +13.054 $ | +1,2 % | 1.091.412 $ | +558.821 $ | +104,9 % | |||
| CITY HOLDING CO | 1.102.265 $ | +431.168 $ | +64,2 % | 671.097 $ | +13.299 $ | +2,0 % | 657.798 $ | +15.810 $ | +2,5 % | |||
| ACCESS FINANCIAL SERVICES, INC. | 1.101.302 $ | +68.988 $ | +6,7 % | 1.032.314 $ | +73.392 $ | +7,7 % | 958.922 $ | +32.912 $ | +3,6 % | |||
| Clear Trail Advisors, LLC | 1.092.935 $ | |||||||||||
| Beverly Hills Private Wealth, LLC | 1.089.816 $ | +118.332 $ | +12,2 % | 971.484 $ | +21.323 $ | +2,2 % | 950.161 $ | +44.225 $ | +4,9 % | |||
| SHP Wealth Management | 1.089.352 $ | +102.704 $ | +10,4 % | 986.648 $ | -23.051 $ | -2,3 % | 1.009.699 $ | |||||
| Headlands Technologies LLC | 1.084.278 $ | |||||||||||
| Van Diest Capital, LLC | 1.083.298 $ | +431.277 $ | +66,1 % | 652.021 $ | ||||||||
| SHAYNE & JACOBS, LLC | 1.078.702 $ | +88.938 $ | +9,0 % | 989.764 $ | +3.557 $ | +0,4 % | 986.207 $ | +37.235 $ | +3,9 % | |||
| VICTORY FINANCIAL GROUP, LLC | 967.799 $ | -110.384 $ | -10,2 % | 1.078.183 $ | +73.931 $ | +7,4 % | 1.004.252 $ | -87.881 $ | -8,0 % | |||
| Bulwark Capital Corp | 316.300 $ | -755.575 $ | -70,5 % | 1.071.875 $ | +7.301 $ | +0,7 % | 1.064.574 $ | +238.010 $ | +28,8 % | |||
| SeaCrest Wealth Management, LLC | 657.794 $ | -120.261 $ | -15,5 % | 778.055 $ | -291.930 $ | -27,3 % | 1.069.985 $ | +240.033 $ | +28,9 % | |||
| Occidental Asset Management, LLC | 1.069.262 $ | +303.288 $ | +39,6 % | 765.974 $ | +6.101 $ | +0,8 % | 759.873 $ | -971.484 $ | -56,1 % | |||
| Keenan, LLC | 478.732 $ | -154.506 $ | -24,4 % | 633.238 $ | -432.228 $ | -40,6 % | 1.065.466 $ | |||||
| CLEAR INVESTMENT RESEARCH, LLC | 685.776 $ | +51.795 $ | +8,2 % | 633.981 $ | -431.357 $ | -40,5 % | 1.065.338 $ | -620.074 $ | -36,8 % | |||
| Schrum Private Wealth Management LLC | 573.238 $ | -491.696 $ | -46,2 % | 1.064.934 $ | +121.012 $ | +12,8 % | 943.922 $ | +94.152 $ | +11,1 % | |||
| Tempus Wealth Planning, LLC | 1.064.770 $ | +636.370 $ | +148,5 % | 428.400 $ | ||||||||
| Clearwave Capital, LLC | 912.804 $ | -151.342 $ | -14,2 % | 1.064.146 $ | +12.578 $ | +1,2 % | 1.051.568 $ | |||||
| Holland Advisory Services, Inc. | 1.063.959 $ | +75.105 $ | +7,6 % | 988.854 $ | -1.731 $ | -0,2 % | 990.585 $ | +33.573 $ | +3,5 % | |||
| VERITY Wealth Advisors | 438.377 $ | -623.449 $ | -58,7 % | 1.061.826 $ | +699.513 $ | +193,1 % | 362.313 $ | +8.707 $ | +2,5 % | |||
| OLD SECOND NATIONAL BANK OF AURORA | 1.060.835 $ | +60.841 $ | +6,1 % | 999.994 $ | +11.819 $ | +1,2 % | 988.175 $ | +28.114 $ | +2,9 % | |||
| Washington Trust Advisors, Inc. | 1.059.579 $ | +66.375 $ | +6,7 % | 993.204 $ | -7.675 $ | -0,8 % | 1.000.879 $ | -317.327 $ | -24,1 % | |||
| TrueWealth Financial Partners | 1.052.955 $ | |||||||||||
| COMMUNITY TRUST & INVESTMENT CO | 1.050.790 $ | +164.682 $ | +18,6 % | 886.108 $ | +10.474 $ | +1,2 % | 875.634 $ | +18.075 $ | +2,1 % | |||
| Columbus Macro, LLC | 1.049.018 $ | +94.575 $ | +9,9 % | 954.443 $ | -79.677 $ | -7,7 % | 1.034.120 $ | -65.827 $ | -6,0 % | |||
| Henrickson Nauta Wealth Advisors, Inc. | 553.017 $ | +34.642 $ | +6,7 % | 518.375 $ | -530.170 $ | -50,6 % | 1.048.545 $ | +548.608 $ | +109,7 % | |||
| Unique Wealth Strategies, LLC | 1.047.652 $ | +463.798 $ | +79,4 % | 583.854 $ | +119.714 $ | +25,8 % | ||||||
| Capital Asset Managemnet, LLC | 256.794 $ | -778.628 $ | -75,2 % | 1.035.422 $ | +126.836 $ | +14,0 % | 908.586 $ | |||||
| MIRAMONTES CAPITAL, LLC | 1.033.158 $ | +40.044 $ | +4,0 % | 993.114 $ | +131.256 $ | +15,2 % | 861.858 $ | |||||
| McGlone Suttner Wealth Management, Inc. | 970.796 $ | -61.682 $ | -6,0 % | 1.032.478 $ | +12.203 $ | +1,2 % | 1.020.275 $ | +29.154 $ | +2,9 % | |||
| Advisory Advocates, LLC | 1.031.994 $ | +421.550 $ | +69,1 % | 610.444 $ | +221.472 $ | +56,9 % | 388.972 $ | |||||
| EJMK Ventures LLC | 369.634 $ | -660.408 $ | -64,1 % | 1.030.042 $ | ||||||||
| DONALDSON CAPITAL MANAGEMENT, LLC | 1.026.752 $ | +122.258 $ | +13,5 % | 904.494 $ | +10.690 $ | +1,2 % | 893.804 $ | +20.346 $ | +2,3 % | |||
| Willis Johnson & Associates, Inc. | 1.025.980 $ | +13.859 $ | +1,4 % | 1.012.121 $ | +22.047 $ | +2,2 % | ||||||
| Harbor Group, Inc. | 1.025.800 $ | +147.858 $ | +16,8 % | 877.942 $ | +8.319 $ | +1,0 % | 869.623 $ | +33.756 $ | +4,0 % | |||
| NORTH DALLAS BANK & TRUST CO | 1.021.334 $ | +620.739 $ | +155,0 % | 400.595 $ | +183.654 $ | +84,7 % | 216.941 $ | |||||
| Migdal Insurance & Financial Holdings Ltd. | 1.020.851 $ | +524.747 $ | +105,8 % | 496.104 $ | ||||||||
| KWMG, LLC | 1.004.258 $ | -15.530 $ | -1,5 % | 1.019.788 $ | +19.160 $ | +1,9 % | 1.000.628 $ | +7.443 $ | +0,7 % | 993.185 $ | +4.748 $ | +0,5 % |
| Two West Capital Advisors LLC | 907.236 $ | -106.607 $ | -10,5 % | 1.013.843 $ | +186.463 $ | +22,5 % | 827.380 $ | -155.716 $ | -15,8 % | |||
| ELEVATUS WELATH MANAGEMENT | 1.007.862 $ | +74.765 $ | +8,0 % | 933.097 $ | -57.722 $ | -5,8 % | 990.819 $ | +78.779 $ | +8,6 % | |||
| Alpine Bank Wealth Management | 1.006.847 $ | +63.072 $ | +6,7 % | 943.775 $ | +11.154 $ | +1,2 % | 932.621 $ | +22.414 $ | +2,5 % | |||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 999.987 $ | +77.388 $ | +8,4 % | 922.599 $ | +145.102 $ | +18,7 % | 777.497 $ | +17.000 $ | +2,2 % | |||
| Simmons Bank | 897.519 $ | +71.250 $ | +8,6 % | 826.269 $ | -173.180 $ | -17,3 % | 999.449 $ | +166.424 $ | +20,0 % | |||
| Elgethun Capital Management | 993.379 $ | +64.178 $ | +6,9 % | 929.201 $ | +10.982 $ | +1,2 % | 918.219 $ | +62.776 $ | +7,3 % | |||
| Carnegie Investment Counsel | 992.842 $ | +49.338 $ | +5,2 % | 943.504 $ | +84.509 $ | +9,8 % | 858.995 $ | +83.732 $ | +10,8 % | |||
| HRC WEALTH MANAGEMENT, LLC | 991.093 $ | +61.801 $ | +6,7 % | 929.292 $ | +457.493 $ | +97,0 % | 471.799 $ | +26.062 $ | +5,8 % | |||
| Financial Security Advisor, Inc. | 989.015 $ | +88.781 $ | +9,9 % | 900.234 $ | +3.219 $ | +0,4 % | 897.015 $ | |||||
| Talon Private Wealth, LLC | 987.540 $ | +134.529 $ | +15,8 % | 853.011 $ | ||||||||
| BlackDiamond Wealth Management, LLC | 986.393 $ | +81.757 $ | +9,0 % | 904.636 $ | -57.382 $ | -6,0 % | 962.018 $ | +334.467 $ | +53,3 % | |||
| Latko Wealth Management, Ltd. | 983.790 $ | +454.014 $ | +85,7 % | 529.776 $ | ||||||||
| 17 CAPITAL PARTNERS, LLC | 982.508 $ | +210.830 $ | +27,3 % | 771.678 $ | +119.783 $ | +18,4 % | 651.895 $ | |||||
| Net Worth Advisory Group | 982.441 $ | +10.156 $ | +1,0 % | 972.285 $ | ||||||||
| GATEWAY INVESTMENT ADVISERS LLC | 976.231 $ | -6.201 $ | -0,6 % | 982.432 $ | ||||||||
| Strategic Financial Services, Inc. | 978.419 $ | +87.151 $ | +9,8 % | 891.268 $ | ||||||||
| Archer Investment Management, LLC | 255.385 $ | -721.787 $ | -73,9 % | 977.172 $ | ||||||||
| ROCKLAND TRUST CO | 966.184 $ | -4.735 $ | -0,5 % | 970.919 $ | +60.097 $ | +6,6 % | 910.822 $ | +457.618 $ | +101,0 % | 453.204 $ | -516.723 $ | -53,3 % |
| Painted Porch Advisors LLC | 970.730 $ | +24.115 $ | +2,5 % | |||||||||
| Walkner Condon Financial Advisors LLC | 768.294 $ | -136.320 $ | -15,1 % | 904.614 $ | -62.665 $ | -6,5 % | 967.279 $ | -296.134 $ | -23,4 % | |||
| Keating Financial Advisory Services, Inc. | 650.949 $ | -315.187 $ | -32,6 % | 966.136 $ | +225.854 $ | +30,5 % | 740.282 $ | |||||
| Impact Partnership Wealth, LLC | 965.931 $ | +329.524 $ | +51,8 % | 636.407 $ | +112.178 $ | +21,4 % | 524.229 $ | |||||
| RICHARDS, MERRILL & PETERSON, INC. | 965.317 $ | +60.470 $ | +6,7 % | 904.847 $ | +10.694 $ | +1,2 % | 894.153 $ | +21.490 $ | +2,5 % | |||
| Fortitude Advisory Group L.L.C. | 962.466 $ | +334.459 $ | +53,3 % | 628.007 $ | +186.969 $ | +42,4 % | 441.038 $ | |||||
| Blue Zone Wealth Advisors, LLC | 961.454 $ | +60.228 $ | +6,7 % | 901.226 $ | +10.652 $ | +1,2 % | 890.574 $ | |||||
| NICOLET ADVISORY SERVICES, LLC | 955.277 $ | -1.093.412 $ | -53,4 % | |||||||||
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 952.375 $ | +254.193 $ | +36,4 % | 698.182 $ | ||||||||
| Moss Adams Wealth Advisors LLC | 949.961 $ | +59.779 $ | +6,7 % | 890.182 $ | +10.521 $ | +1,2 % | 879.661 $ | +15.990 $ | +1,9 % | |||
| RMR Capital Management, LLC | 883.499 $ | +11.079 $ | +1,3 % | 872.420 $ | -73.245 $ | -7,7 % | 945.665 $ | -337.855 $ | -26,3 % | |||
| CONTINUUM WEALTH ADVISORS, LLC | 941.655 $ | +150.604 $ | +19,0 % | 791.051 $ | +11.765 $ | +1,5 % | 779.286 $ | |||||
| Human Investing LLC | 941.053 $ | +90.771 $ | +10,7 % | 850.282 $ | +7.331 $ | +0,9 % | 842.951 $ | -12.325 $ | -1,4 % | |||
| Legacy Trust | 940.689 $ | +47.429 $ | +5,3 % | 893.260 $ | +250.400 $ | +39,0 % | 642.860 $ | -14.235 $ | -2,2 % | |||
| Alteri Wealth LLC | 646.989 $ | -170.557 $ | -20,9 % | 817.546 $ | -122.291 $ | -13,0 % | 939.837 $ | -542.292 $ | -36,6 % | |||
| UPTICK PARTNERS, LLC | 936.818 $ | +41.896 $ | +4,7 % | 894.922 $ | -27.985 $ | -3,0 % | 922.907 $ | +388.356 $ | +72,7 % | |||
| AVAII WEALTH MANAGEMENT, LLC | 935.267 $ | +259.166 $ | +38,3 % | 676.101 $ | +243.624 $ | +56,3 % | 432.477 $ | |||||
| tru Independence LLC | 737.590 $ | -5.623 $ | -0,8 % | 743.213 $ | -191.577 $ | -20,5 % | 934.790 $ | +11.830 $ | +1,3 % | |||
| Genesis Financial Group, LLC | 932.457 $ | +44.405 $ | +5,0 % | 888.052 $ | +14.521 $ | +1,7 % | 873.531 $ | |||||
| Bridgewater Advisors Inc. | 930.557 $ | +78.833 $ | +9,3 % | 851.724 $ | +71.800 $ | +9,2 % | 779.924 $ | +41.430 $ | +5,6 % | |||
| Vident Advisory, LLC | 924.052 $ | +137.370 $ | +17,5 % | 786.682 $ | -1.169 $ | -0,1 % | 787.851 $ | +67.893 $ | +9,4 % | |||
| WEST MICHIGAN ADVISORS, LLC | 918.213 $ | +25.476 $ | +2,9 % | 892.737 $ | -31.048 $ | -3,4 % | 923.785 $ | +51.012 $ | +5,8 % | |||
| SEGALL BRYANT & HAMILL, LLC | 922.254 $ | +22.343 $ | +2,5 % | |||||||||
| Investment Research Partners LLC | 922.195 $ | +57.768 $ | +6,7 % | 864.427 $ | +10.217 $ | +1,2 % | 854.210 $ | +1.972 $ | +0,2 % | |||
| RCS Financial Planning, LLC | 920.028 $ | +54.761 $ | +6,3 % | 865.267 $ | +10.764 $ | +1,3 % | 854.503 $ | +20.248 $ | +2,4 % | |||
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 918.380 $ | +120.448 $ | +15,1 % | 797.932 $ | +9.431 $ | +1,2 % | 788.501 $ | +18.950 $ | +2,5 % | |||
| Hills Bank & Trust Co | 911.812 $ | +734.011 $ | +412,8 % | 177.801 $ | +44.058 $ | +32,9 % | 133.743 $ | +3.215 $ | +2,5 % | |||
| QUANTIFY CHAOS ADVISORS, LLC | 911.432 $ | +73.253 $ | +8,7 % | 838.179 $ | +28.425 $ | +3,5 % | 809.754 $ | |||||
| WIN ADVISORS, INC | 911.092 $ | |||||||||||
| BankPlus Trust Department | 906.210 $ | +588.721 $ | +185,4 % | 317.489 $ | +3.752 $ | +1,2 % | 313.737 $ | +176.486 $ | +128,6 % | |||
| GAINLINE FINANCIAL PARTNERS, LLC | 904.202 $ | |||||||||||
| LAZARI CAPITAL MANAGEMENT, INC. | 903.236 $ | +26.977 $ | +3,1 % | 876.259 $ | +10.357 $ | +1,2 % | 865.902 $ | -72.524 $ | -7,7 % | |||
| BARRETT & COMPANY, INC. | 903.081 $ | +67.120 $ | +8,0 % | 835.961 $ | -18.836 $ | -2,2 % | 854.797 $ | +10.685 $ | +1,3 % | |||
| SUTTON PLACE INVESTORS LLC | 900.783 $ | +67.341 $ | +8,1 % | 833.442 $ | +2.872 $ | +0,3 % | 830.570 $ | +32.207 $ | +4,0 % | |||
| FIRST NATIONAL BANK SIOUX FALLS | 899.379 $ | +0 $ | +0,0 % | 899.379 $ | +79.299 $ | +9,7 % | 820.080 $ | +19.709 $ | +2,5 % | |||
| Lavaca Capital LLC | 898.155 $ | +382.496 $ | +74,2 % | 515.659 $ | +56.550 $ | +12,3 % | 459.109 $ | -77.411 $ | -14,4 % | |||
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 897.904 $ | +33.976 $ | +3,9 % | 863.928 $ | +7.080 $ | +0,8 % | 856.848 $ | +20.593 $ | +2,5 % | |||
| Partners in Financial Planning | 894.991 $ | +75.160 $ | +9,2 % | 819.831 $ | +9.690 $ | +1,2 % | 810.141 $ | +33.716 $ | +4,3 % | |||
| Fermata Advisors, LLC | 892.611 $ | +91.582 $ | +11,4 % | 801.029 $ | -10.213 $ | -1,3 % | 811.242 $ | +41.295 $ | +5,4 % | |||
| CPC Advisors, LLC | 712.663 $ | +250.145 $ | +54,1 % | 462.518 $ | -427.878 $ | -48,1 % | 890.396 $ | +52.831 $ | +6,3 % | |||
| Intentional Wealth Strategies, LLC | 825.373 $ | -64.990 $ | -7,3 % | 890.363 $ | ||||||||
| Tempo Wealth, LLC | 870.502 $ | -19.488 $ | -2,2 % | 889.990 $ | +38.788 $ | +4,6 % | 851.202 $ | |||||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 888.085 $ | +470.595 $ | +112,7 % | 417.490 $ | +26.421 $ | +6,8 % | 391.069 $ | +6.858 $ | +1,8 % | 384.211 $ | +9.494 $ | +2,5 % |
| PARK NATIONAL CORP /OH/ | 701.896 $ | -185.565 $ | -20,9 % | 887.461 $ | +1.534 $ | +0,2 % | 885.927 $ | |||||
| Private Wealth Advisors, LLC | 733.248 $ | +51.476 $ | +7,6 % | 681.772 $ | -204.678 $ | -23,1 % | 886.450 $ | +32.180 $ | +3,8 % | |||
| Generations Wealth, LLC | 872.118 $ | +11.630 $ | +1,4 % | 860.488 $ | -21.588 $ | -2,4 % | 882.076 $ | |||||
| Quad-Cities Investment Group, LLC | 881.036 $ | +66.816 $ | +8,2 % | 814.220 $ | +27.515 $ | +3,5 % | 786.705 $ | +25.998 $ | +3,4 % | |||
| Landing Point Financial Group, LLC | 293.062 $ | -583.088 $ | -66,6 % | 876.150 $ | +127.816 $ | +17,1 % | 748.334 $ | +87.986 $ | +13,3 % | |||
| TCI Wealth Advisors, Inc. | 872.408 $ | +54.650 $ | +6,7 % | 817.758 $ | -28.713 $ | -3,4 % | 846.471 $ | -70.110 $ | -7,6 % | |||
| Live Oak Private Wealth LLC | 863.715 $ | +154.684 $ | +21,8 % | 709.031 $ | +2.565 $ | +0,4 % | 706.466 $ | +11.915 $ | +1,7 % | |||
| DF DENT & CO INC | 861.783 $ | |||||||||||
| Raleigh Capital Management Inc. | 861.102 $ | +148.551 $ | +20,8 % | 712.551 $ | +56.245 $ | +8,6 % | 656.306 $ | +26.813 $ | +4,3 % | |||
| Haverford Financial Services, Inc. | 859.562 $ | +53.845 $ | +6,7 % | 805.717 $ | +9.523 $ | +1,2 % | 796.194 $ | +19.135 $ | +2,5 % | |||
| Financial Perspectives, Inc | 856.885 $ | +93.130 $ | +12,2 % | 763.755 $ | +37.028 $ | +5,1 % | 726.727 $ | +87.568 $ | +13,7 % | |||
| CRA Financial Services, LLC | 770.245 $ | +44.430 $ | +6,1 % | 725.815 $ | -131.068 $ | -15,3 % | 856.883 $ | +112.346 $ | +15,1 % | |||
| River Street Advisors LLC | 856.279 $ | +23.855 $ | +2,9 % | 832.424 $ | +146.623 $ | +21,4 % | 685.801 $ | +15.434 $ | +2,3 % | |||
| Impact Capital Partners LLC | 714.634 $ | +43.362 $ | +6,5 % | 671.272 $ | -183.779 $ | -21,5 % | 855.051 $ | |||||
| Stonebridge Capital Advisors LLC | 724.447 $ | -40.713 $ | -5,3 % | 765.160 $ | -89.451 $ | -10,5 % | 854.611 $ | +167.394 $ | +24,4 % | |||
| Mayfair Advisory Group, LLC | 851.068 $ | +51.326 $ | +6,4 % | 799.742 $ | +1.590 $ | +0,2 % | 798.152 $ | +26.855 $ | +3,5 % | |||
| TD Capital Management LLC | 843.685 $ | -7.008 $ | -0,8 % | 850.693 $ | +10.054 $ | +1,2 % | 840.639 $ | +25.087 $ | +3,1 % | |||
| Kelman-Lazarov, Inc. | 810.886 $ | +20.469 $ | +2,6 % | 790.417 $ | -59.274 $ | -7,0 % | 849.691 $ | +96.293 $ | +12,8 % | |||
| Horizon Wealth Management, LLC | 844.271 $ | +199.619 $ | +31,0 % | 644.652 $ | +21.755 $ | +3,5 % | 622.897 $ | +15.190 $ | +2,5 % | |||
| Nicht ausgewiesen | 694.797 $ | +37.911 $ | +5,8 % | 656.886 $ | -186.185 $ | -22,1 % | 843.071 $ | +20.262 $ | +2,5 % | |||
| Procyon Advisors, LLC | 694.378 $ | +41.840 $ | +6,4 % | 652.538 $ | -189.817 $ | -22,5 % | 842.355 $ | +71.495 $ | +9,3 % | |||
| Hilltop Holdings Inc. | 708.028 $ | +15.564 $ | +2,2 % | 692.464 $ | -148.191 $ | -17,6 % | 840.655 $ | -88.425 $ | -9,5 % | |||
| Drucker Wealth 3.0, LLC | 838.747 $ | +158.147 $ | +23,2 % | 680.600 $ | -144.972 $ | -17,6 % | 825.572 $ | +16.609 $ | +2,1 % | |||
| Obermeyer Wealth Partners | 449.979 $ | -387.979 $ | -46,3 % | 837.958 $ | +56.424 $ | +7,2 % | 781.534 $ | +389.425 $ | +99,3 % | |||
| NAPLES GLOBAL ADVISORS, LLC | 837.639 $ | +88.412 $ | +11,8 % | 749.227 $ | +10.197 $ | +1,4 % | 739.030 $ | +95.118 $ | +14,8 % | |||
| Pine Valley Investments Ltd Liability Co | 836.703 $ | +52.791 $ | +6,7 % | 783.912 $ | -2.275 $ | -0,3 % | 786.187 $ | +16.003 $ | +2,1 % | |||
| Privatperson | 836.383 $ | +487.842 $ | +140,0 % | 348.541 $ | +142.783 $ | +69,4 % | 205.758 $ | |||||
| PATRON PARTNERS, LLC | 622.555 $ | -15.500 $ | -2,4 % | 638.055 $ | -198.038 $ | -23,7 % | 836.093 $ | -80.662 $ | -8,8 % | |||
| NORTHBRIDGE FINANCIAL GROUP, LLC | 706.642 $ | -129.439 $ | -15,5 % | 836.081 $ | +103.819 $ | +14,2 % | 732.262 $ | |||||
| G&S Capital LLC | 833.247 $ | +58.663 $ | +7,6 % | 774.584 $ | +9.155 $ | +1,2 % | 765.429 $ | -14.913 $ | -1,9 % | |||
| S Harris Financial Group, LLC | 831.596 $ | +53.881 $ | +6,9 % | 777.715 $ | -38.275 $ | -4,7 % | 815.990 $ | |||||
| Cypress Wealth Services, LLC | 831.100 $ | +68.905 $ | +9,0 % | 762.195 $ | -18.187 $ | -2,3 % | 780.382 $ | -15.952 $ | -2,0 % | |||
| Allegheny Financial Group | 829.944 $ | +163.531 $ | +24,5 % | 666.413 $ | +8.950 $ | +1,4 % | 657.463 $ | +34.418 $ | +5,5 % | |||
| Cedarwood Wealth LLC | 811.704 $ | +52.121 $ | +6,9 % | 759.583 $ | -68.400 $ | -8,3 % | 827.983 $ | |||||
| Clear Harbor Asset Management, LLC | 825.276 $ | +41.739 $ | +5,3 % | 783.537 $ | +29.747 $ | +3,9 % | 753.790 $ | +18.116 $ | +2,5 % | |||
| Foundry Financial LLC | 824.166 $ | +63.091 $ | +8,3 % | 761.075 $ | +125.282 $ | +19,7 % | 635.793 $ | |||||
| SNOWWATER INVESTMENT PARTNERS, LLC | 308.573 $ | -515.250 $ | -62,5 % | 823.823 $ | +9.737 $ | +1,2 % | 814.086 $ | |||||
| Fulcrum Capital LLC | 822.862 $ | +48.740 $ | +6,3 % | 774.122 $ | +9.150 $ | +1,2 % | 764.972 $ | +18.384 $ | +2,5 % | |||
| Blue Edge Capital, LLC | 822.186 $ | +207.849 $ | +33,8 % | 614.337 $ | +107.725 $ | +21,3 % | 506.612 $ | +175.009 $ | +52,8 % | |||
| DUDLEY CAPITAL MANAGEMENT, LLC | 821.123 $ | +51.437 $ | +6,7 % | 769.686 $ | +9.097 $ | +1,2 % | 760.589 $ | +18.279 $ | +2,5 % | |||
| AVISO WEALTH MANAGEMENT | 819.866 $ | +75.300 $ | +10,1 % | 744.566 $ | +12.336 $ | +1,7 % | 732.230 $ | |||||
| Gerber Kawasaki Wealth & Investment Management | 819.615 $ | +120.671 $ | +17,3 % | 698.944 $ | +236.777 $ | +51,2 % | 462.167 $ | -21.285 $ | -4,4 % | |||
| FIDUCIARY FINANCIAL GROUP, LLC | 819.474 $ | +335.978 $ | +69,5 % | 483.496 $ | -113.641 $ | -19,0 % | 597.137 $ | -2.281 $ | -0,4 % | |||
| Capital Planning LLC | 473.937 $ | -197.294 $ | -29,4 % | 671.231 $ | +42.047 $ | +6,7 % | 629.184 $ | -190.200 $ | -23,2 % | 819.384 $ | +368.952 $ | +81,9 % |
| ANCHOR CAPITAL ADVISORS LLC | 814.748 $ | +391.520 $ | +92,5 % | 423.228 $ | +5.002 $ | +1,2 % | 418.226 $ | +10.052 $ | +2,5 % | |||
| First Citizens Financial Corp | 777.849 $ | -6.960 $ | -0,9 % | 784.809 $ | +2.720 $ | +0,3 % | 782.089 $ | -30.119 $ | -3,7 % | 812.208 $ | -99.658 $ | -10,9 % |
| SUMMIT WEALTH GROUP LLC / CO | 812.099 $ | +118.070 $ | +17,0 % | 694.029 $ | +79.055 $ | +12,9 % | 614.974 $ | |||||
| Concorde Asset Management, LLC | 589.383 $ | -219.815 $ | -27,2 % | 809.198 $ | +7.156 $ | +0,9 % | ||||||
| Balboa Wealth Partners | 808.010 $ | +98.035 $ | +13,8 % | 709.975 $ | +5.350 $ | +0,8 % | 704.625 $ | +20.115 $ | +2,9 % | |||
| NICHOLS & PRATT ADVISERS LLP /MA | 676.060 $ | +42.350 $ | +6,7 % | 633.710 $ | -171.430 $ | -21,3 % | 805.140 $ | |||||
| Beaumont Asset Management, L.L.C. | 804.898 $ | +46.347 $ | +6,1 % | 758.551 $ | +17.107 $ | +2,3 % | 741.444 $ | +163.976 $ | +28,4 % | |||
| Glassman Wealth Services | 803.746 $ | +43.498 $ | +5,7 % | 760.248 $ | -27.067 $ | -3,4 % | 787.315 $ | +22.987 $ | +3,0 % | |||
| Godfrey Financial Associates, Inc. | 800.172 $ | +51.830 $ | +6,9 % | 748.342 $ | -53.777 $ | -6,7 % | 802.119 $ | |||||
| D'Orazio & Associates, Inc. | 801.170 $ | +102.401 $ | +14,7 % | 698.769 $ | +11.633 $ | +1,7 % | 687.136 $ | +98.080 $ | +16,7 % | |||
| Seven Springs Wealth Group, LLC | 801.093 $ | +93.093 $ | +13,1 % | 708.000 $ | +49 $ | +0,0 % | 707.951 $ | +17.014 $ | +2,5 % | |||
| Sageworth Trust Co | 801.035 $ | +50.179 $ | +6,7 % | 750.856 $ | +8.875 $ | +1,2 % | 741.981 $ | -14.822 $ | -2,0 % | |||
| KDK Private Wealth Management, LLC | 800.693 $ | +11.723 $ | +1,5 % | 788.970 $ | +8.165 $ | +1,0 % | 780.805 $ | +8.211 $ | +1,1 % | |||
| Rare Wolf Capital LLC | 797.075 $ | +49.931 $ | +6,7 % | 747.144 $ | +9.188 $ | +1,2 % | 737.956 $ | |||||
| KENNEDY INVESTMENT GROUP, INC. | 794.956 $ | |||||||||||
| WHITE PINE CAPITAL LLC | 410.465 $ | -381.673 $ | -48,2 % | 792.138 $ | +400.393 $ | +102,2 % | 391.745 $ | +33.861 $ | +9,5 % | |||
| Signal Advisors Wealth, LLC | 791.840 $ | +445.300 $ | +128,5 % | 346.540 $ | -14.575 $ | -4,0 % | 361.115 $ | -136.425 $ | -27,4 % | |||
| Kohmann Bosshard Financial Services, LLC | 790.797 $ | +47.908 $ | +6,4 % | 742.889 $ | +8.777 $ | +1,2 % | 734.112 $ | +19.741 $ | +2,8 % | |||
| Sand Hill Global Advisors, LLC | 789.357 $ | +49.719 $ | +6,7 % | 739.638 $ | +140.158 $ | +23,4 % | 599.480 $ | -522 $ | -0,1 % | |||
| Selective Wealth Management, Inc. | 788.432 $ | +53.112 $ | +7,2 % | 735.320 $ | +13.760 $ | +1,9 % | 721.560 $ | +36.862 $ | +5,4 % | |||
| One Wealth Advisors, LLC | 786.161 $ | +48.794 $ | +6,6 % | 737.367 $ | +2.364 $ | +0,3 % | 735.003 $ | +9.020 $ | +1,2 % | |||
| First Heartland Consultants, Inc. | 772.306 $ | -11.832 $ | -1,5 % | 784.138 $ | -29 $ | -0,0 % | 784.167 $ | +112.786 $ | +16,8 % | 671.381 $ | +17.611 $ | +2,7 % |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 781.378 $ | +71.391 $ | +10,1 % | 709.987 $ | ||||||||
| Zhang Financial LLC | 580.161 $ | +56.647 $ | +10,8 % | 523.514 $ | -253.193 $ | -32,6 % | 776.707 $ | +4.428 $ | +0,6 % | |||
| RDA Financial Network | 525.299 $ | -244.387 $ | -31,8 % | 769.686 $ | +266.563 $ | +53,0 % | 503.123 $ | +85.956 $ | +20,6 % | |||
| Key FInancial Inc | 768.124 $ | +50.560 $ | +7,0 % | 717.564 $ | +38.004 $ | +5,6 % | 679.560 $ | +11.850 $ | +1,8 % | |||
| FARMERS & MERCHANTS INVESTMENTS INC | 766.362 $ | +112.554 $ | +17,2 % | 653.808 $ | +7.728 $ | +1,2 % | 646.080 $ | -11.102 $ | -1,7 % | |||
| CENTRAL VALLEY ADVISORS, LLC | 761.347 $ | +246.038 $ | +47,7 % | 515.309 $ | ||||||||
| EQUITABLE TRUST CO | 757.091 $ | +244.057 $ | +47,6 % | 513.034 $ | +6.064 $ | +1,2 % | 506.970 $ | -190.899 $ | -27,4 % | |||
| 1ST SOURCE BANK | 756.511 $ | +96.185 $ | +14,6 % | 660.326 $ | +26.502 $ | +4,2 % | 633.824 $ | |||||
| Kingsman Wealth Management, Inc. | 748.254 $ | +58.070 $ | +8,4 % | 690.184 $ | +8.157 $ | +1,2 % | 682.027 $ | +28.956 $ | +4,4 % | |||
| Compass Financial Services Inc | 747.222 $ | +138.081 $ | +22,7 % | 609.141 $ | +60.249 $ | +11,0 % | 548.892 $ | +70.658 $ | +14,8 % | |||
| Inscription Capital, LLC | 745.428 $ | +70.079 $ | +10,4 % | 675.349 $ | +7.983 $ | +1,2 % | 667.366 $ | -127.609 $ | -16,1 % | |||
| Maltin Wealth Management, Inc. | 743.823 $ | +68.194 $ | +10,1 % | 675.629 $ | -16.513 $ | -2,4 % | 692.142 $ | +44.364 $ | +6,8 % | |||
| Traynor Capital Management, Inc. | 742.976 $ | +25.579 $ | +3,6 % | 717.397 $ | +59.098 $ | +9,0 % | 658.299 $ | -357.806 $ | -35,2 % | |||
| Providence First Trust Co | 741.831 $ | |||||||||||
| Talisman Wealth Advisors LLC | 512.766 $ | -227.916 $ | -30,8 % | 740.682 $ | +1.851 $ | +0,3 % | ||||||
| Genesis Wealth Advisors, LLC | 740.672 $ | +13.354 $ | +1,8 % | 727.318 $ | +8.596 $ | +1,2 % | 718.722 $ | +17.273 $ | +2,5 % | |||
| Armstrong, Fleming & Moore, Inc | 740.334 $ | +35.584 $ | +5,0 % | 704.750 $ | +17.276 $ | +2,5 % | 687.474 $ | +20.563 $ | +3,1 % | |||
| EVERMAY WEALTH MANAGEMENT LLC | 736.616 $ | +527.491 $ | +252,2 % | 209.125 $ | -11.484 $ | -5,2 % | 220.609 $ | +5.302 $ | +2,5 % | |||
| Bravera Wealth | 162.061 $ | -574.491 $ | -78,0 % | 736.552 $ | +586.438 $ | +390,7 % | 150.114 $ | |||||
| CHILDRESS CAPITAL ADVISORS, LLC | 735.264 $ | +46.059 $ | +6,7 % | 689.205 $ | +8.146 $ | +1,2 % | 681.059 $ | +16.368 $ | +2,5 % | |||
| J.E. Simmons & Co., P.C. | 733.764 $ | +63.562 $ | +9,5 % | 670.202 $ | -40.477 $ | -5,7 % | 710.679 $ | |||||
| Millington Financial Advisors, LLC | 732.895 $ | +14.189 $ | +2,0 % | 718.706 $ | -7.593 $ | -1,0 % | 726.299 $ | +85.976 $ | +13,4 % | |||
| Argentarii, LLC | 669.089 $ | +67.155 $ | +11,2 % | 601.934 $ | -127.076 $ | -17,4 % | 729.010 $ | |||||
| Destination Wealth Management | 658.183 $ | +8.156 $ | +1,3 % | 650.027 $ | -78.825 $ | -10,8 % | 728.852 $ | +8.208 $ | +1,1 % | |||
| Tidemark, LLC | 727.481 $ | +32.987 $ | +4,7 % | 694.494 $ | +491.148 $ | +241,5 % | ||||||
| REGATTA CAPITAL GROUP, LLC | 727.248 $ | +45.828 $ | +6,7 % | 681.420 $ | +67.634 $ | +11,0 % | 613.786 $ | -12.606 $ | -2,0 % | |||
| WHALEROCK POINT PARTNERS, LLC | 701.530 $ | -23.888 $ | -3,3 % | 725.418 $ | +418.032 $ | +136,0 % | 307.386 $ | |||||
| Cassaday & Co Wealth Management LLC | 627.705 $ | -97.063 $ | -13,4 % | 724.768 $ | +21.806 $ | +3,1 % | 702.962 $ | +412.743 $ | +142,2 % | |||
| Warther Private Wealth, LLC | 724.350 $ | |||||||||||
| Oath Planning, LLC | 724.238 $ | +130.459 $ | +22,0 % | 593.779 $ | +1.090 $ | +0,2 % | 592.689 $ | |||||
| Heartland Bank & Trust Co | 722.901 $ | +42.115 $ | +6,2 % | 680.786 $ | ||||||||
| Wise Wealth Partners | 722.551 $ | +8.540 $ | +1,2 % | 714.011 $ | +18.870 $ | +2,7 % | ||||||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 721.115 $ | +61.524 $ | +9,3 % | 659.591 $ | +9.138 $ | +1,4 % | 650.453 $ | -3.645 $ | -0,6 % | |||
| Maridea Wealth Management LLC | 720.269 $ | +407.488 $ | +130,3 % | 312.781 $ | ||||||||
| VOISARD ASSET MANAGEMENT GROUP, INC. | 719.425 $ | +45.067 $ | +6,7 % | 674.358 $ | -28.798 $ | -4,1 % | 703.156 $ | -11.040 $ | -1,5 % | |||
| RVW Wealth, LLC | 716.810 $ | +13.326 $ | +1,9 % | 703.484 $ | +48.177 $ | +7,4 % | 655.307 $ | +16.692 $ | +2,6 % | 638.615 $ | +22.730 $ | +3,7 % |
| My Personal CFO, LLC | 713.195 $ | +55.964 $ | +8,5 % | 657.231 $ | ||||||||
| AM INVESTMENT STRATEGIES LLC | 711.000 $ | +44.000 $ | +6,6 % | 667.000 $ | +8.000 $ | +1,2 % | 659.000 $ | |||||
| Bogart Wealth, LLC | 710.408 $ | +113.343 $ | +19,0 % | 597.065 $ | +267.296 $ | +81,1 % | 329.769 $ | +66.656 $ | +25,3 % | |||
| Ethos Financial Group, LLC | 706.170 $ | +347.256 $ | +96,8 % | 358.914 $ | +11.682 $ | +3,4 % | ||||||
| Legacy Private Trust Co. | 701.023 $ | -2.658 $ | -0,4 % | 703.681 $ | +48.606 $ | +7,4 % | 655.075 $ | +9.085 $ | +1,4 % | 645.990 $ | -10.668 $ | -1,6 % |
| COMPASS CAPITAL CORP /MA/ /ADV | 702.192 $ | +32.960 $ | +4,9 % | 669.232 $ | -31.299 $ | -4,5 % | 700.531 $ | +2.350 $ | +0,3 % | |||
| RHS Financial, LLC | 701.587 $ | +338.261 $ | +93,1 % | 363.326 $ | -42.583 $ | -10,5 % | 405.909 $ | -27.583 $ | -6,4 % | |||
| Oak Grove Capital LLC | 701.024 $ | +2.171 $ | +0,3 % | 698.853 $ | +43.778 $ | +6,7 % | 655.075 $ | |||||
| Keener Financial Planning LLC | 700.000 $ | +76.000 $ | +12,2 % | 624.000 $ | +60.000 $ | +10,6 % | 564.000 $ | +238.000 $ | +73,0 % | |||
| Eaton Financial Holdings Company, LLC | 352.846 $ | +60.489 $ | +20,7 % | 292.357 $ | -403.453 $ | -58,0 % | 695.810 $ | +36.742 $ | +5,6 % | |||
| Blue Chip Partners, LLC | 678.388 $ | -16.224 $ | -2,3 % | 694.612 $ | +15.127 $ | +2,2 % | 679.485 $ | +31.045 $ | +4,8 % | |||
| Madrona Financial Services, LLC | 690.654 $ | |||||||||||
| Spartan Wealth Advisory Services LLC | 688.229 $ | +43.112 $ | +6,7 % | 645.117 $ | ||||||||
| Smith Thornton Advisors LLC | 684.609 $ | +30.600 $ | +4,7 % | 654.009 $ | +7.730 $ | +1,2 % | 646.279 $ | +15.008 $ | +2,4 % | |||
| Mission Creek Capital Partners, Inc. | 602.690 $ | -42.621 $ | -6,6 % | 645.311 $ | -38.988 $ | -5,7 % | 684.299 $ | +61.183 $ | +9,8 % | |||
| GERMAN AMERICAN BANCORP, INC. | 683.110 $ | +464.399 $ | +212,3 % | |||||||||
| Institute for Wealth Management, LLC. | 666.762 $ | -15.473 $ | -2,3 % | 682.235 $ | +28.192 $ | +4,3 % | 654.043 $ | +36.848 $ | +6,0 % | |||
| RESOLUTE WEALTH ADVISOR, INC. | 681.510 $ | +0 $ | +0,0 % | 681.510 $ | ||||||||
| Kondo Wealth Advisors, Inc. | 679.440 $ | +42.561 $ | +6,7 % | 636.879 $ | +7.528 $ | +1,2 % | 629.351 $ | +15.125 $ | +2,5 % | |||
| Quadcap Wealth Management, LLC | 679.381 $ | +87.070 $ | +14,7 % | 592.311 $ | -28.424 $ | -4,6 % | 620.735 $ | +43.115 $ | +7,5 % | |||
| FPC INVESTMENT ADVISORY, INC. | 675.964 $ | +9.340 $ | +1,4 % | 666.624 $ | +38.346 $ | +6,1 % | 628.278 $ | +15.099 $ | +2,5 % | |||
| LYELL WEALTH MANAGEMENT, LP | 653.267 $ | -22.449 $ | -3,3 % | 675.716 $ | +27.578 $ | +4,3 % | 648.138 $ | -27.205 $ | -4,0 % | |||
| SACHEM HILL LLC | 675.429 $ | +34.525 $ | +5,4 % | 640.904 $ | +239 $ | +0,0 % | 640.665 $ | +15.398 $ | +2,5 % | |||
| SFMG, LLC | 674.266 $ | +78.624 $ | +13,2 % | 595.642 $ | +17.686 $ | +3,1 % | 577.956 $ | +73.566 $ | +14,6 % | |||
| Pinnacle Wealth Management Advisory Group, LLC | 669.927 $ | +44.356 $ | +7,1 % | 625.571 $ | -46.282 $ | -6,9 % | 671.853 $ | +23.711 $ | +3,7 % | |||
| Fortis Capital Management LLC | 671.629 $ | +42.348 $ | +6,7 % | 629.281 $ | +144.759 $ | +29,9 % | 484.522 $ | +17.429 $ | +3,7 % | |||
| TFO Wealth Partners, LLC | 668.044 $ | +61.674 $ | +10,2 % | 606.370 $ | ||||||||
| Sound Income Strategies, LLC | 254.406 $ | -412.781 $ | -61,9 % | 667.187 $ | +32.894 $ | +5,2 % | 634.293 $ | +67.939 $ | +12,0 % | 566.354 $ | +97.365 $ | +20,8 % |
| CHAPIN DAVIS, INC. | 659.948 $ | -5.200 $ | -0,8 % | 665.148 $ | +19.578 $ | +3,0 % | 645.570 $ | +82.778 $ | +14,7 % | 562.792 $ | +13.524 $ | +2,5 % |
| BURKE & HERBERT BANK & TRUST CO | 664.567 $ | +123.379 $ | +22,8 % | 541.188 $ | +6.396 $ | +1,2 % | 534.792 $ | +44.721 $ | +9,1 % | |||
| ALLSTREET CAPITAL ADVISORS LLC | 664.488 $ | +149.718 $ | +29,1 % | 514.770 $ | +10.557 $ | +2,1 % | 504.213 $ | |||||
| KEB ASSET MANAGEMENT, LLC | 664.043 $ | +36.284 $ | +5,8 % | 627.759 $ | +7.419 $ | +1,2 % | 620.340 $ | +15.042 $ | +2,5 % | |||
| DIVERSIFIED MANAGEMENT INC | 663.919 $ | +11.425 $ | +1,8 % | 652.494 $ | +73.283 $ | +12,7 % | 579.211 $ | +62.222 $ | +12,0 % | 516.989 $ | ||
| ROTHSCHILD INVESTMENT LLC | 663.677 $ | +251.008 $ | +60,8 % | 412.669 $ | +132.000 $ | +47,0 % | 280.669 $ | +33.582 $ | +13,6 % | |||
| Lynx Investment Advisory | 661.419 $ | +97.584 $ | +17,3 % | 563.835 $ | +280.109 $ | +98,7 % | 283.726 $ | +9.790 $ | +3,6 % | |||
| HILLTOP WEALTH ADVISORS, LLC | 659.564 $ | +40.321 $ | +6,5 % | 619.243 $ | +7.319 $ | +1,2 % | 611.924 $ | -1.271 $ | -0,2 % | |||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 659.521 $ | +24.544 $ | +3,9 % | 634.977 $ | +38.368 $ | +6,4 % | 596.609 $ | |||||
| Prairie Wealth Advisors, Inc. | 659.402 $ | |||||||||||
| First National Bank of Hutchinson | 255.840 $ | -40.555 $ | -13,7 % | 296.395 $ | -360.868 $ | -54,9 % | 657.263 $ | +15.796 $ | +2,5 % | |||
| KFA Private Wealth Group, LLC | 656.986 $ | +7.636 $ | +1,2 % | 649.350 $ | +149.659 $ | +30,0 % | 499.691 $ | +94.560 $ | +23,3 % | 405.131 $ | +24.554 $ | +6,5 % |
| River Wealth Advisors LLC | 654.534 $ | +96.859 $ | +17,4 % | 557.675 $ | +13.064 $ | +2,4 % | 544.611 $ | +139.514 $ | +34,4 % | |||
| Investor's Fiduciary Advisor Network, LLC | 543.000 $ | -111.000 $ | -17,0 % | 654.000 $ | -57.000 $ | -8,0 % | ||||||
| CGN Advisors LLC | 652.108 $ | +31.887 $ | +5,1 % | 620.221 $ | +242.700 $ | +64,3 % | 377.521 $ | -7.691 $ | -2,0 % | |||
| Kennebec Savings Bank | 649.018 $ | +82.662 $ | +14,6 % | 566.356 $ | -10.840 $ | -1,9 % | 577.196 $ | +15.793 $ | +2,8 % | |||
| Trust Co of the South | 558.522 $ | +49.743 $ | +9,8 % | 508.779 $ | -133.097 $ | -20,7 % | 641.876 $ | +326.076 $ | +103,3 % | |||
| Noble Wealth Management PBC | 641.346 $ | +55 $ | +0,0 % | 641.291 $ | +35.645 $ | +5,9 % | 605.646 $ | +7.159 $ | +1,2 % | 598.487 $ | -20.541 $ | -3,3 % |
| AMARILLO NATIONAL BANK | 640.519 $ | +113.725 $ | +21,6 % | 526.794 $ | +6.226 $ | +1,2 % | 520.568 $ | +12.511 $ | +2,5 % | |||
| Boston Trust Walden Corp | 638.587 $ | +15.560 $ | +2,5 % | 623.027 $ | +36.617 $ | +6,2 % | 586.410 $ | -7.735 $ | -1,3 % | |||
| GOLDEN ROAD ADVISORS LLC | 636.462 $ | +37.878 $ | +6,3 % | 598.584 $ | +29.976 $ | +5,3 % | 568.608 $ | +21.611 $ | +4,0 % | |||
| Legacy Advisors, LLC | 636.459 $ | +215.612 $ | +51,2 % | 420.847 $ | +4.974 $ | +1,2 % | 415.873 $ | |||||
| MITCHELL CAPITAL MANAGEMENT CO | 634.820 $ | |||||||||||
| OARSMAN CAPITAL, INC. | 532.620 $ | -17.284 $ | -3,1 % | 549.904 $ | -84.302 $ | -13,3 % | 634.206 $ | +196.958 $ | +45,0 % | |||
| Vantage Financial Partners, LLC | 630.935 $ | -6.808 $ | -1,1 % | |||||||||
| Phillips Wealth Planners LLC | 619.894 $ | -9.638 $ | -1,5 % | 629.532 $ | +10.159 $ | +1,6 % | 619.373 $ | +144.700 $ | +30,5 % | |||
| Echo45 Advisors LLC | 629.061 $ | |||||||||||
| Centurion Wealth Management LLC | 628.898 $ | +22.204 $ | +3,7 % | 606.694 $ | +31.504 $ | +5,5 % | 575.190 $ | +3.175 $ | +0,6 % | |||
| United Community Bank | 628.543 $ | +293.582 $ | +87,6 % | 334.961 $ | -178.003 $ | -34,7 % | 512.964 $ | +189.917 $ | +58,8 % | |||
| OneAscent Financial Services LLC | 444.268 $ | -181.928 $ | -29,1 % | 626.196 $ | +26.339 $ | +4,4 % | 599.857 $ | +364.557 $ | +154,9 % | |||
| Gray Private Wealth, LLC | 625.579 $ | +108.431 $ | +21,0 % | 517.148 $ | +45.385 $ | +9,6 % | 471.763 $ | +32.465 $ | +7,4 % | |||
| ELLERSON GROUP INC /ADV | 625.066 $ | +40.242 $ | +6,9 % | 584.824 $ | +13.175 $ | +2,3 % | 571.649 $ | +13.738 $ | +2,5 % | |||
| RPg Family Wealth Advisory, LLC | 623.907 $ | +310.945 $ | +99,4 % | 312.962 $ | ||||||||
| Accredited Investors Inc. | 623.425 $ | +34.165 $ | +5,8 % | 589.260 $ | +6.965 $ | +1,2 % | 582.295 $ | +22.638 $ | +4,0 % | |||
| Northeast Financial Group, Inc. | 622.745 $ | +2.218 $ | +0,4 % | |||||||||
| Marble Harbor Investment Counsel, LLC | 620.623 $ | +38.877 $ | +6,7 % | 581.746 $ | +186.064 $ | +47,0 % | 395.682 $ | +9.510 $ | +2,5 % | |||
| Oldfather Financial Services, LLC | 620.407 $ | |||||||||||
| Advisory Alpha, LLC | 619.333 $ | +120.274 $ | +24,1 % | 499.059 $ | +124.611 $ | +33,3 % | 374.448 $ | -15.054 $ | -3,9 % | |||
| ELEVATION WEALTH PARTNERS, LLC | 619.151 $ | +1.434 $ | +0,2 % | 617.717 $ | +5.353 $ | +0,9 % | 612.364 $ | -1.083 $ | -0,2 % | 613.447 $ | +15.738 $ | +2,6 % |
| Huntleigh Advisors, Inc. | 618.982 $ | +118.081 $ | +23,6 % | 500.901 $ | +88.490 $ | +21,5 % | 412.411 $ | |||||
| Madden Advisory Services, Inc. | 617.170 $ | +23.746 $ | +4,0 % | 593.424 $ | +81.265 $ | +15,9 % | 512.159 $ | -74.302 $ | -12,7 % | |||
| WEALTH EFFECTS LLC | 616.856 $ | |||||||||||
| Citizens National Bank Trust Department | 615.891 $ | +38.581 $ | +6,7 % | 577.310 $ | -3.912 $ | -0,7 % | 581.222 $ | -7.859 $ | -1,3 % | |||
| INVESTMENT COUNSEL CO OF NEVADA | 615.891 $ | +38.581 $ | +6,7 % | 577.310 $ | ||||||||
| Keudell/Morrison Wealth Management | 613.476 $ | +35.714 $ | +6,2 % | 577.762 $ | +7.902 $ | +1,4 % | 569.860 $ | |||||
| Black Swift Group, LLC | 613.283 $ | |||||||||||
| SOA Wealth Advisors, LLC. | 551.497 $ | -36.166 $ | -6,2 % | 587.663 $ | -23.470 $ | -3,8 % | 611.133 $ | +19.702 $ | +3,3 % | |||
| Ironwood Financial, llc | 603.285 $ | +12.901 $ | +2,2 % | 590.384 $ | -18.867 $ | -3,1 % | 609.251 $ | +31.484 $ | +5,4 % | |||
| Golden State Wealth Management, LLC | 606.175 $ | +185.529 $ | +44,1 % | 420.646 $ | -52.362 $ | -11,1 % | 473.008 $ | +24.072 $ | +5,4 % | |||
| Gradient Capital Advisors, LLC | 605.740 $ | +28.892 $ | +5,0 % | 576.848 $ | -8.659 $ | -1,5 % | 585.507 $ | +31.796 $ | +5,7 % | |||
| Wellington Grp LLC | 459.721 $ | +27.712 $ | +6,4 % | 432.009 $ | -173.456 $ | -28,6 % | 605.465 $ | |||||
| J.Safra Asset Management Corp | 602.563 $ | +37.746 $ | +6,7 % | 564.817 $ | +6.676 $ | +1,2 % | 558.141 $ | +13.414 $ | +2,5 % | |||
| Riverwater Partners LLC | 602.483 $ | +37.830 $ | +6,7 % | 564.653 $ | +2.469 $ | +0,4 % | 562.184 $ | -18.157 $ | -3,1 % | |||
| Chicago Wealth Management, Inc. | 598.024 $ | +36.376 $ | +6,5 % | 561.648 $ | +6.638 $ | +1,2 % | 555.010 $ | +18.839 $ | +3,5 % | |||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 597.637 $ | +45.925 $ | +8,3 % | 551.712 $ | -58 $ | -0,0 % | 551.770 $ | +39.184 $ | +7,6 % | |||
| Thayer Financial, L.L.C. | 594.353 $ | +107.483 $ | +22,1 % | 486.870 $ | -1.492 $ | -0,3 % | 488.362 $ | |||||
| Forum Financial Management, LP | 592.905 $ | +3.192 $ | +0,5 % | 589.713 $ | +81.848 $ | +16,1 % | 507.865 $ | -15.908 $ | -3,0 % | |||
| EPG Wealth Management LLC | 592.752 $ | +36.977 $ | +6,7 % | 555.775 $ | +5.749 $ | +1,0 % | 550.026 $ | +13.778 $ | +2,6 % | |||
| Sprinkle Financial Consultants LLC | 535.730 $ | -56.967 $ | -9,6 % | 592.697 $ | +52.693 $ | +9,8 % | 540.004 $ | +6.382 $ | +1,2 % | 533.622 $ | +130 $ | +0,0 % |
| BETO FINANCIAL GROUP, LLC | 592.009 $ | |||||||||||
| Next Level Wealth Planning, LLC | 576.969 $ | +13.963 $ | +2,5 % | 563.006 $ | -23.136 $ | -3,9 % | 586.142 $ | +36.176 $ | +6,6 % | |||
| South Shore Capital Advisors | 586.023 $ | +64.249 $ | +12,3 % | 521.774 $ | -55.203 $ | -9,6 % | 576.977 $ | |||||
| COMMONS CAPITAL, LLC | 585.350 $ | |||||||||||
| Strategic Financial Concepts, LLC | 264.755 $ | -320.463 $ | -54,8 % | 585.218 $ | +244.004 $ | +71,5 % | 341.214 $ | -3.483.956 $ | -91,1 % | |||
| SUMMITPOINT CAPITAL MANAGEMENT | 568.081 $ | -15.950 $ | -2,7 % | 584.031 $ | ||||||||
| SONATA CAPITAL GROUP INC | 581.509 $ | |||||||||||
| LVW Advisors, LLC | 581.329 $ | +27.327 $ | +4,9 % | 554.002 $ | +7.049 $ | +1,3 % | 546.953 $ | +34.147 $ | +6,7 % | |||
| International Private Wealth Advisors LLC | 579.577 $ | +26.439 $ | +4,8 % | 553.138 $ | +6.716 $ | +1,2 % | 546.422 $ | +15.752 $ | +3,0 % | |||
| Elevation Wealth Management LLC | 578.708 $ | +9.908 $ | +1,7 % | 568.800 $ | +75.070 $ | +15,2 % | 493.730 $ | |||||
| StrongBox Wealth, LLC | 520.180 $ | +31.771 $ | +6,5 % | 488.409 $ | -89.503 $ | -15,5 % | 577.912 $ | -1.547.648 $ | -72,8 % | |||
| Bellars Harris Wealth Management, LLC | 577.838 $ | |||||||||||
| LJI Wealth Management, LLC | 577.548 $ | +24.229 $ | +4,4 % | 553.319 $ | -170 $ | -0,0 % | 553.489 $ | +16.271 $ | +3,0 % | |||
| Berger Financial Group, Inc | 577.163 $ | +44.575 $ | +8,4 % | 532.588 $ | +52.456 $ | +10,9 % | 480.132 $ | +11.539 $ | +2,5 % | |||
| Sunpointe, LLC | 577.066 $ | |||||||||||
| Verum Partners LLC | 552.519 $ | -24.310 $ | -4,2 % | 576.829 $ | +16.745 $ | +3,0 % | 560.084 $ | -44.635 $ | -7,4 % | |||
| Hennion & Walsh Asset Management, Inc. | 576.679 $ | +160.150 $ | +38,4 % | 416.529 $ | +79.712 $ | +23,7 % | 336.817 $ | +96.976 $ | +40,4 % | |||
| EAGLE WEALTH STRATEGIES LLC | 575.614 $ | +174.167 $ | +43,4 % | 401.447 $ | ||||||||
| Gibbs Wealth Management | 575.232 $ | |||||||||||
| BURNEY CO/ | 574.397 $ | +131.279 $ | +29,6 % | 443.118 $ | +26.797 $ | +6,4 % | 416.321 $ | +98.660 $ | +31,1 % | |||
| INVESTED ADVISORS | 571.647 $ | +35.809 $ | +6,7 % | 535.838 $ | +6.333 $ | +1,2 % | 529.505 $ | -8.307 $ | -1,5 % | |||
| Red Door Wealth Management, LLC | 570.221 $ | +43.867 $ | +8,3 % | 526.354 $ | +181.295 $ | +52,5 % | 345.059 $ | +8.915 $ | +2,7 % | |||
| Leo Wealth, LLC | 568.974 $ | +27.831 $ | +5,1 % | 541.143 $ | +209.274 $ | +63,1 % | ||||||
| Synergy Financial Group, LTD | 568.760 $ | +51.924 $ | +10,0 % | 516.836 $ | ||||||||
| Glass Jacobson Investment Advisors llc | 568.597 $ | +36.152 $ | +6,8 % | 532.445 $ | +568 $ | +0,1 % | 531.877 $ | -18.697 $ | -3,4 % | |||
| NORTH STAR ASSET MANAGEMENT INC | 546.160 $ | -21.463 $ | -3,8 % | 567.623 $ | +6.709 $ | +1,2 % | 560.914 $ | |||||
| CBIZ Investment Advisory Services, LLC | 254.300 $ | +0 $ | +0,0 % | 254.300 $ | -312.761 $ | -55,2 % | 567.061 $ | +18.003 $ | +3,3 % | |||
| Stonekeep Investments, LLC | 567.000 $ | +35.033 $ | +6,6 % | 531.967 $ | -7.033 $ | -1,3 % | 539.000 $ | +13.690 $ | +2,6 % | |||
| Meridian Financial Advisors, LLC | 566.713 $ | +130.358 $ | +29,9 % | 436.355 $ | ||||||||
| MJP ASSOCIATES INC /ADV | 566.439 $ | +124.858 $ | +28,3 % | 441.581 $ | -100.612 $ | -18,6 % | 542.193 $ | +123.066 $ | +29,4 % | |||
| J. R. Prunier Capital Management LLC | 565.756 $ | +8.476 $ | +1,5 % | 557.280 $ | ||||||||
| OSTERWEIS CAPITAL MANAGEMENT INC | 213.442 $ | -351.465 $ | -62,2 % | 564.907 $ | +6.677 $ | +1,2 % | 558.230 $ | +13.416 $ | +2,5 % | |||
| Avise Financial Cooperative, Inc. | 564.896 $ | +49.418 $ | +9,6 % | 515.478 $ | +6.987 $ | +1,4 % | 508.491 $ | |||||
| Peak Retirement Planning, Inc. | 564.848 $ | +53.842 $ | +10,5 % | 511.006 $ | +109.926 $ | +27,4 % | 401.080 $ | +16.945 $ | +4,4 % | |||
| MBA Advisors LLC | 561.209 $ | +34.884 $ | +6,6 % | 526.325 $ | +6.221 $ | +1,2 % | 520.104 $ | +17.302 $ | +3,4 % | |||
| Dunhill Financial, LLC | 560.646 $ | +269.955 $ | +92,9 % | 290.691 $ | +67.309 $ | +30,1 % | 223.382 $ | +114.768 $ | +105,7 % | |||
| APPLETON PARTNERS INC/MA | 560.000 $ | +50.000 $ | +9,8 % | 510.000 $ | +16.000 $ | +3,2 % | 494.000 $ | +8.000 $ | +1,6 % | |||
| ENTREWEALTH, LLC | 558.272 $ | |||||||||||
| Alta Wealth Advisors LLC | 485.464 $ | -35.825 $ | -6,9 % | 521.289 $ | -36.981 $ | -6,6 % | 558.270 $ | +17.112 $ | +3,2 % | |||
| CPWA, LLC | 498.621 $ | -59.599 $ | -10,7 % | 558.220 $ | ||||||||
| Trust Co | 554.116 $ | +7.183 $ | +1,3 % | 546.933 $ | +34.262 $ | +6,7 % | 512.671 $ | +36.475 $ | +7,7 % | 476.196 $ | -7.414 $ | -1,5 % |
| Cardinal Point Capital Management ULC | 552.347 $ | +65.055 $ | +13,4 % | 487.292 $ | +90.031 $ | +22,7 % | 397.261 $ | +11.427 $ | +3,0 % | |||
| MidAtlantic Capital Management, Inc. | 552.341 $ | +34.600 $ | +6,7 % | 517.741 $ | +6.119 $ | +1,2 % | 511.622 $ | +12.296 $ | +2,5 % | |||
| Cardinal Strategic Wealth Guidance | 427.560 $ | -95.523 $ | -18,3 % | 523.083 $ | -29.244 $ | -5,3 % | 552.327 $ | -114.111 $ | -17,1 % | |||
| Nicht ausgewiesen | 551.955 $ | +25.523 $ | +4,8 % | 526.432 $ | +6.222 $ | +1,2 % | 520.210 $ | |||||
| Berkeley, Inc | 549.829 $ | +35.668 $ | +6,9 % | 514.161 $ | +6.077 $ | +1,2 % | 508.084 $ | +13.585 $ | +2,7 % | |||
| ENZI WEALTH | 503.247 $ | +28.327 $ | +6,0 % | 474.920 $ | -72.151 $ | -13,2 % | 547.071 $ | +3.724 $ | +0,7 % | |||
| Fortune Financial Advisors, LLC | 547.045 $ | +45.961 $ | +9,2 % | 501.084 $ | +292.284 $ | +140,0 % | 208.800 $ | +5.018 $ | +2,5 % | |||
| Northern Lights Advisors, Inc. | 546.546 $ | |||||||||||
| Frisch Financial Group, Inc. | 546.427 $ | +266.863 $ | +95,5 % | 279.564 $ | ||||||||
| Inlet Private Wealth, LLC | 544.132 $ | +29.559 $ | +5,7 % | 514.573 $ | -7.337 $ | -1,4 % | 521.910 $ | +12.543 $ | +2,5 % | |||
| New World Advisors LLC | 477.896 $ | +5.081 $ | +1,1 % | 472.815 $ | -70.998 $ | -13,1 % | 543.813 $ | -24.891 $ | -4,4 % | |||
| Integrity Advisory Solutions, LLC | 542.881 $ | +220.504 $ | +68,4 % | 322.377 $ | +41.704 $ | +14,9 % | 280.673 $ | -49.558 $ | -15,0 % | |||
| ACCREDITED INVESTOR SERVICES, LLC | 541.717 $ | +33.934 $ | +6,7 % | 507.783 $ | +366 $ | +0,1 % | 507.417 $ | +12.195 $ | +2,5 % | |||
| Sunesis Advisors, LLC | 540.945 $ | +33.886 $ | +6,7 % | 507.059 $ | ||||||||
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 540.223 $ | +34.061 $ | +6,7 % | 506.162 $ | +9.561 $ | +1,9 % | 496.601 $ | +9.062 $ | +1,9 % | |||
| LaSalle St. Investment Advisors, LLC | 537.879 $ | +31.195 $ | +6,2 % | 506.684 $ | -24.316 $ | -4,6 % | 531.000 $ | +85.000 $ | +19,1 % | |||
| Pearl Planning LLC | 537.854 $ | +32.063 $ | +6,3 % | 505.791 $ | +5.978 $ | +1,2 % | 499.813 $ | |||||
| Bellwether Advisors, LLC | 537.394 $ | +30.124 $ | +5,9 % | 507.270 $ | +209.338 $ | +70,3 % | 297.932 $ | +4.036 $ | +1,4 % | |||
| Sage Capital Management, LLC | 537.335 $ | +274.125 $ | +104,1 % | 263.210 $ | ||||||||
| Sensible Money, LLC | 534.290 $ | +32.274 $ | +6,4 % | 502.016 $ | -6.949 $ | -1,4 % | 508.965 $ | -2.910 $ | -0,6 % | |||
| Lantern Wealth Advisors, LLC | 530.855 $ | +99.425 $ | +23,0 % | 431.430 $ | +100.052 $ | +30,2 % | 331.378 $ | +77.543 $ | +30,5 % | |||
| Clarkston Capital Partners, LLC | 530.319 $ | +12.745 $ | +2,5 % | |||||||||
| DB&C Advisors, LLC | 529.923 $ | +38.103 $ | +7,7 % | 491.820 $ | -22.814 $ | -4,4 % | 514.634 $ | |||||
| Shade Tree Advisors LLC | 528.196 $ | +33.087 $ | +6,7 % | 495.109 $ | +5.852 $ | +1,2 % | 489.257 $ | |||||
| Atlatl Advisers LLC | 527.906 $ | +32.073 $ | +6,5 % | 495.833 $ | +2.484 $ | +0,5 % | 493.349 $ | +16.113 $ | +3,4 % | |||
| RICHARDSON FINANCIAL SERVICES INC. | 524.337 $ | +2.522 $ | +0,5 % | 521.815 $ | -4.658 $ | -0,9 % | 526.473 $ | +25.660 $ | +5,1 % | |||
| ALLIUM FINANCIAL ADVISORS, LLC | 526.168 $ | |||||||||||
| CPA Asset Management Group, LLC | 524.140 $ | +32.833 $ | +6,7 % | 491.307 $ | -97 $ | -0,0 % | 491.404 $ | +11.810 $ | +2,5 % | |||
| Centennial Wealth Advisory LLC | 490.960 $ | -22.892 $ | -4,5 % | 513.852 $ | -10.209 $ | -1,9 % | 524.061 $ | +39.580 $ | +8,2 % | |||
| Kraft, Davis & Associates, LLC | 339.500 $ | -18.014 $ | -5,0 % | 357.514 $ | -164.720 $ | -31,5 % | 522.234 $ | -54.317 $ | -9,4 % | |||
| Dakota Wealth Management | 344.619 $ | +6.878 $ | +2,0 % | 337.741 $ | -184.321 $ | -35,3 % | 522.062 $ | +63.932 $ | +14,0 % | |||
| MontVue Capital Management, Inc. | 504.728 $ | +25.190 $ | +5,3 % | 479.538 $ | -40.315 $ | -7,8 % | 519.853 $ | +12.494 $ | +2,5 % | |||
| Navalign, LLC | 513.226 $ | -5.873 $ | -1,1 % | 519.099 $ | +589 $ | +0,1 % | 518.510 $ | +4.341 $ | +0,8 % | |||
| COFG Advisors, LLC | 516.515 $ | |||||||||||
| Community Financial Services Group, LLC | 480.208 $ | +20.842 $ | +4,5 % | 459.366 $ | -56.908 $ | -11,0 % | 516.274 $ | +79.899 $ | +18,3 % | |||
| GFS Advisors, LLC | 312.928 $ | -203.276 $ | -39,4 % | 516.204 $ | ||||||||
| BCGM Wealth Management, LLC | 411.203 $ | -104.814 $ | -20,3 % | 516.017 $ | +6.099 $ | +1,2 % | 509.918 $ | +14.345 $ | +2,9 % | |||
| DDFG, Inc | 476.636 $ | -38.929 $ | -7,6 % | 515.565 $ | +11.014 $ | +2,2 % | 504.551 $ | +19.087 $ | +3,9 % | |||
| Financial Management Professionals, Inc. | 513.318 $ | +75.696 $ | +17,3 % | 437.622 $ | -374 $ | -0,1 % | 437.996 $ | -18.723 $ | -4,1 % | |||
| Hegarty Advisors, LLC | 510.229 $ | +53.258 $ | +11,7 % | 456.971 $ | +113.993 $ | +33,2 % | 342.978 $ | |||||
| Austin Wealth Management, LLC | 508.581 $ | |||||||||||
| Privatperson | 508.523 $ | +14.420 $ | +2,9 % | 494.103 $ | +92.965 $ | +23,2 % | 401.138 $ | -27.018 $ | -6,3 % | 428.156 $ | -14.855 $ | -3,4 % |
| Legacy Financial Group LLC | 378.172 $ | -92.411 $ | -19,6 % | 470.583 $ | -35.595 $ | -7,0 % | 506.178 $ | +67.881 $ | +15,5 % | |||
| Sovran Advisors, LLC | 505.857 $ | +35.640 $ | +7,6 % | 470.217 $ | +60.379 $ | +14,7 % | 409.838 $ | +68.216 $ | +20,0 % | |||
| TPG Financial Advisors, LLC | 505.693 $ | +29.143 $ | +6,1 % | 476.550 $ | -1.524 $ | -0,3 % | 478.074 $ | +23.800 $ | +5,2 % | |||
| Thrive Wealth Management, LLC | 495.202 $ | -9.493 $ | -1,9 % | 504.695 $ | +118.148 $ | +30,6 % | 386.547 $ | +65 $ | +0,0 % | |||
| Birch Hill Investment Advisors LLC | 421.861 $ | -82.482 $ | -16,4 % | 504.343 $ | +5.961 $ | +1,2 % | 498.382 $ | +9.795 $ | +2,0 % | |||
| AlphaStar Capital Management, LLC | 502.999 $ | +100.762 $ | +25,1 % | 402.237 $ | -89.098 $ | -18,1 % | 491.335 $ | +189.417 $ | +62,7 % | |||
| Kera Capital Partners, Inc. | 501.826 $ | +34.624 $ | +7,4 % | 467.202 $ | -8.667 $ | -1,8 % | 475.869 $ | +76.572 $ | +19,2 % | |||
| XML Financial, LLC | 448.441 $ | +32.606 $ | +7,8 % | 415.835 $ | -85.474 $ | -17,1 % | 501.309 $ | +60.335 $ | +13,7 % | |||
| S.E.E.D. Planning Group LLC | 501.257 $ | |||||||||||
| LAKE STREET PRIVATE WEALTH, LLC | 501.104 $ | +39.882 $ | +8,6 % | 461.222 $ | +16.991 $ | +3,8 % | 444.231 $ | +19.044 $ | +4,5 % | |||
| VISTA INVESTMENT PARTNERS II, LLC | 499.995 $ | +10.499 $ | +2,1 % | 489.496 $ | -8.259 $ | -1,7 % | 497.755 $ | +22.352 $ | +4,7 % | |||
| Heritage Financial Services, LLC | 499.903 $ | +34.540 $ | +7,4 % | |||||||||
| SPIREPOINT PRIVATE CLIENT, LLC | 498.546 $ | +31.230 $ | +6,7 % | 467.316 $ | +5.523 $ | +1,2 % | 461.793 $ | +222.302 $ | +92,8 % | |||
| SATOVSKY ASSET MANAGEMENT LLC | 498.287 $ | +58.603 $ | +13,3 % | 439.684 $ | +5.197 $ | +1,2 % | 434.487 $ | +18.487 $ | +4,4 % | |||
| MGB Wealth Management, LLC | 497.307 $ | +12.833 $ | +2,6 % | |||||||||
| Capasso Planning Partners LLC | 497.291 $ | |||||||||||
| Kathmere Capital Management, LLC | 496.619 $ | +17.925 $ | +3,7 % | 478.694 $ | +46.183 $ | +10,7 % | 432.511 $ | +22.619 $ | +5,5 % | |||
| Collaborative Capital Advisors LLC | 495.649 $ | |||||||||||
| GRAND WEALTH MANAGEMENT, LLC | 494.848 $ | +28.102 $ | +6,0 % | 466.746 $ | +5.516 $ | +1,2 % | 461.230 $ | +11.085 $ | +2,5 % | |||
| Fairman Group, LLC | 494.368 $ | +5.142 $ | +1,1 % | 489.226 $ | +5.782 $ | +1,2 % | 483.444 $ | +20.525 $ | +4,4 % | |||
| Hill Investment Group Partners, LLC | 491.109 $ | +30.764 $ | +6,7 % | 460.345 $ | -15.045 $ | -3,2 % | 475.390 $ | +11.425 $ | +2,5 % | |||
| Goldstone Financial Group, LLC | 490.702 $ | +35.676 $ | +7,8 % | 455.026 $ | +66.300 $ | +17,1 % | 388.726 $ | -16.212 $ | -4,0 % | |||
| FIRST TRUST ADVISORS LP | 450.979 $ | -39.479 $ | -8,0 % | 490.458 $ | +204.678 $ | +71,6 % | 285.780 $ | -56.537 $ | -16,5 % | |||
| Heirloom Wealth Management | 489.255 $ | |||||||||||
| Badgley Phelps Wealth Managers, LLC | 486.576 $ | +162.473 $ | +50,1 % | 324.103 $ | -10.215 $ | -3,1 % | 334.318 $ | +30.124 $ | +9,9 % | |||
| USA FINANCIAL FORMULAS | 485.875 $ | +290.673 $ | +148,9 % | 195.202 $ | ||||||||
| FC Advisory LLC | 473.641 $ | -12.055 $ | -2,5 % | 485.696 $ | +85.160 $ | +21,3 % | 400.536 $ | +32.825 $ | +8,9 % | 367.711 $ | +10.823 $ | +3,0 % |
| HAZLETT, BURT & WATSON, INC. | 485.000 $ | +8.000 $ | +1,7 % | 477.000 $ | +4.000 $ | +0,8 % | 473.000 $ | +14.000 $ | +3,1 % | |||
| Baldwin Investment Management, LLC | 484.252 $ | |||||||||||
| Thrive Capital Management, LLC | 482.945 $ | +68.860 $ | +16,6 % | 414.085 $ | +7.310 $ | +1,8 % | 406.775 $ | -144.725 $ | -26,2 % | |||
| AUCTUS ADVISORS LLC | 466.771 $ | +29.240 $ | +6,7 % | 437.531 $ | -45.106 $ | -9,3 % | 482.637 $ | |||||
| BYRNE FINANCIAL FREEDOM, LLC | 426.055 $ | -56.108 $ | -11,6 % | 482.163 $ | +106.431 $ | +28,3 % | 375.732 $ | |||||
| Downshift Financial, LLC | 481.846 $ | +11.525 $ | +2,5 % | 470.321 $ | +3.068 $ | +0,7 % | 467.253 $ | |||||
| Mascoma Wealth Management LLC | 254.197 $ | -227.613 $ | -47,2 % | 481.810 $ | +246.074 $ | +104,4 % | 235.736 $ | +6.578 $ | +2,9 % | |||
| GOULD ASSET MANAGEMENT LLC /CA/ | 481.644 $ | +20.213 $ | +4,4 % | 461.431 $ | +5.453 $ | +1,2 % | 455.978 $ | -37.673 $ | -7,6 % | |||
| GatePass Capital, LLC | 481.553 $ | +79.504 $ | +19,8 % | 402.049 $ | +4.752 $ | +1,2 % | 397.297 $ | +59.058 $ | +17,5 % | |||
| Shared Vision Wealth Group LLC | 480.527 $ | +33.994 $ | +7,6 % | 446.533 $ | -16.282 $ | -3,5 % | 462.815 $ | +27.250 $ | +6,3 % | |||
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 480.196 $ | +231.601 $ | +93,2 % | 248.595 $ | +13.136 $ | +5,6 % | 235.459 $ | -715 $ | -0,3 % | |||
| Register Financial Advisors LLC | 479.334 $ | +94.144 $ | +24,4 % | 385.190 $ | +17.703 $ | +4,8 % | 367.487 $ | +16.247 $ | +4,6 % | |||
| Avantax Planning Partners, Inc. | 477.355 $ | +21.518 $ | +4,7 % | 455.837 $ | -8.389 $ | -1,8 % | 464.226 $ | -4.059 $ | -0,9 % | |||
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 477.088 $ | +8.270 $ | +1,8 % | 468.818 $ | ||||||||
| THEORY FINANCIAL LLC | 476.622 $ | +59.822 $ | +14,4 % | 416.800 $ | -15.285 $ | -3,5 % | 432.085 $ | +23.112 $ | +5,7 % | |||
| August Group Capital Ltd | 475.152 $ | +30.310 $ | +6,8 % | 444.842 $ | +62.693 $ | +16,4 % | 382.149 $ | |||||
| Capital Management Associates, Inc | 474.943 $ | |||||||||||
| Tidal Investments LLC | 461.170 $ | -12.030 $ | -2,5 % | 473.200 $ | +163.608 $ | +52,8 % | 309.592 $ | -72.460 $ | -19,0 % | |||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 473.000 $ | +82.000 $ | +21,0 % | 391.000 $ | +5.000 $ | +1,3 % | 386.000 $ | +9.000 $ | +2,4 % | |||
| Regency Capital Management Inc.\DE | 409.692 $ | +25.664 $ | +6,7 % | 384.028 $ | -88.947 $ | -18,8 % | 472.975 $ | |||||
| Samalin Investment Counsel, LLC | 470.866 $ | +36.259 $ | +8,3 % | 434.607 $ | -14.186 $ | -3,2 % | 448.793 $ | +37.318 $ | +9,1 % | |||
| BOURGEON CAPITAL MANAGEMENT LLC | 469.755 $ | +11.290 $ | +2,5 % | |||||||||
| TRAN CAPITAL MANAGEMENT, L.P. | 468.896 $ | +29.373 $ | +6,7 % | 439.523 $ | +5.195 $ | +1,2 % | 434.328 $ | +20.479 $ | +4,9 % | |||
| Synergy Asset Management, LLC | 467.930 $ | +29.312 $ | +6,7 % | 438.618 $ | +235.454 $ | +115,9 % | 203.164 $ | |||||
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 467.636 $ | +41.783 $ | +9,8 % | 425.853 $ | +84.442 $ | +24,7 % | 341.411 $ | +16.224 $ | +5,0 % | |||
| Flatrock Wealth Partners LLC | 467.314 $ | +55.842 $ | +13,6 % | 411.472 $ | +27.944 $ | +7,3 % | 383.528 $ | |||||
| Aerodigm Wealth, LLC | 466.141 $ | |||||||||||
| Nicholas Hoffman & Company, LLC. | 466.095 $ | +29.197 $ | +6,7 % | 436.898 $ | +5.164 $ | +1,2 % | 431.734 $ | +149.723 $ | +53,1 % | |||
| Plan A Wealth LLC | 404.086 $ | +1.251 $ | +0,3 % | 402.835 $ | -62.489 $ | -13,4 % | 465.324 $ | +5.500 $ | +1,2 % | 459.824 $ | +11.051 $ | +2,5 % |
| Frontier Asset Management, LLC | 465.254 $ | +23.319 $ | +5,3 % | 441.935 $ | +2.515 $ | +0,6 % | 439.420 $ | |||||
| Sharkey, Howes & Javer | 272.067 $ | +17.678 $ | +6,9 % | 254.389 $ | -209.372 $ | -45,1 % | 463.761 $ | -55.908 $ | -10,8 % | |||
| Key Capital Management, INC | 463.487 $ | +450.994 $ | +3.610,0 % | 12.493 $ | -17.744 $ | -58,7 % | 30.237 $ | |||||
| Seneca Financial Advisors LLC | 462.329 $ | +29.169 $ | +6,7 % | 433.160 $ | +5.120 $ | +1,2 % | 428.040 $ | +183.572 $ | +75,1 % | |||
| Headland Capital, LLC | 341.672 $ | +16.633 $ | +5,1 % | 325.039 $ | -135.472 $ | -29,4 % | 460.511 $ | -15.029 $ | -3,2 % | |||
| SEEDS INVESTOR LLC | 458.780 $ | +1.609 $ | +0,4 % | 457.171 $ | +38.565 $ | +9,2 % | 418.606 $ | +33.372 $ | +8,7 % | |||
| Uptown Financial Advisors LLC | 456.146 $ | +34.214 $ | +8,1 % | 421.932 $ | +4.986 $ | +1,2 % | 416.946 $ | +16.349 $ | +4,1 % | |||
| Tolleson Wealth Management, Inc. | 455.858 $ | +28.556 $ | +6,7 % | 427.302 $ | +5.051 $ | +1,2 % | 422.251 $ | |||||
| EnRich Financial Partners LLC | 346.046 $ | -53.916 $ | -13,5 % | 399.962 $ | -55.658 $ | -12,2 % | 455.620 $ | -33.840 $ | -6,9 % | |||
| BROWN, LISLE/CUMMINGS, INC. | 455.278 $ | +28.520 $ | +6,7 % | 426.758 $ | +18.015 $ | +4,4 % | 408.743 $ | -4.670 $ | -1,1 % | |||
| Performance Wealth Partners, LLC | 453.574 $ | +71.990 $ | +18,9 % | 381.584 $ | ||||||||
| Port Capital LLC | 452.477 $ | |||||||||||
| LIFELONG WEALTH ADVISORS, INC. | 451.898 $ | +32.925 $ | +7,9 % | 418.973 $ | +4.952 $ | +1,2 % | 414.021 $ | +9.950 $ | +2,5 % | |||
| Round Rock Advisors LLC | 451.318 $ | +28.271 $ | +6,7 % | 423.047 $ | +5.000 $ | +1,2 % | 418.047 $ | +10.047 $ | +2,5 % | |||
| Destiny Wealth Partners, LLC | 433.096 $ | -15.882 $ | -3,5 % | 448.978 $ | +30.588 $ | +7,3 % | ||||||
| Concentrum Wealth Management | 447.745 $ | +28.048 $ | +6,7 % | 419.697 $ | ||||||||
| MorganRosel Wealth Management, LLC | 446.942 $ | +9.868 $ | +2,3 % | |||||||||
| Copia Wealth Management | 419.544 $ | +31.351 $ | +8,1 % | 388.193 $ | -58.570 $ | -13,1 % | 446.763 $ | +13.531 $ | +3,1 % | |||
| Range Financial Group LLC | 446.676 $ | +5.291 $ | +1,2 % | 441.385 $ | +1.996 $ | +0,5 % | 439.389 $ | +10.597 $ | +2,5 % | |||
| Heritage Wealth Management, Inc. | 446.489 $ | +15.114 $ | +3,5 % | 431.375 $ | +8.140 $ | +1,9 % | 423.235 $ | +62.470 $ | +17,3 % | |||
| Mullaney, Keating & Wright, Inc. | 445.751 $ | +26.344 $ | +6,3 % | 419.407 $ | +4.958 $ | +1,2 % | 414.449 $ | -45.625 $ | -9,9 % | |||
| Plum Street Advisors, LLC | 445.041 $ | +167.567 $ | +60,4 % | 277.474 $ | -1.462 $ | -0,5 % | 278.936 $ | +1.290 $ | +0,5 % | |||
| Xena Financial Planning, LLC | 444.757 $ | |||||||||||
| TCTC Holdings, LLC | 444.014 $ | +266.022 $ | +149,5 % | 177.992 $ | +4.558 $ | +2,6 % | ||||||
| GLOBALT Investments LLC / GA | 443.495 $ | +27.781 $ | +6,7 % | 415.714 $ | ||||||||
| Delta Wealth Advisors LLC | 307.982 $ | -42.410 $ | -12,1 % | 350.392 $ | -92.843 $ | -20,9 % | 443.235 $ | +31.630 $ | +7,7 % | 411.605 $ | +9.892 $ | +2,5 % |
| WULFF, HANSEN & CO. | 442.819 $ | +27.738 $ | +6,7 % | 415.081 $ | +4.907 $ | +1,2 % | 410.174 $ | +9.858 $ | +2,5 % | |||
| PATTEN & PATTEN INC/TN | 423.461 $ | -18.739 $ | -4,2 % | 442.200 $ | +7.374 $ | +1,7 % | 434.826 $ | +10.450 $ | +2,5 % | |||
| Cypress Point Wealth Management, LLC | 356.870 $ | -85.242 $ | -19,3 % | 442.112 $ | -26 $ | -0,0 % | ||||||
| PAX Financial Group, LLC | 442.047 $ | +30.317 $ | +7,4 % | 411.730 $ | -30.292 $ | -6,9 % | 442.022 $ | -352.237 $ | -44,3 % | |||
| Vantus Wealth LLC | 415.197 $ | -26.735 $ | -6,0 % | 441.932 $ | ||||||||
| Everstar Asset Management, LLC | 441.467 $ | +17.904 $ | +4,2 % | 423.563 $ | -10.408 $ | -2,4 % | 433.971 $ | -1.269 $ | -0,3 % | |||
| VISTA INVESTMENT MANAGEMENT | 441.238 $ | +32.257 $ | +7,9 % | 408.981 $ | +9.218 $ | +2,3 % | 399.763 $ | +19.910 $ | +5,2 % | |||
| CAPE ANN SAVINGS BANK | 414.232 $ | -26.559 $ | -6,0 % | 440.791 $ | +156.577 $ | +55,1 % | 284.214 $ | |||||
| Optivise Advisory Services LLC | 439.729 $ | +62.762 $ | +16,6 % | 376.967 $ | +83.180 $ | +28,3 % | 293.787 $ | |||||
| Curat Global, LLC | 436.326 $ | +15.697 $ | +3,7 % | 420.629 $ | +390.302 $ | +1.287,0 % | 30.327 $ | +729 $ | +2,5 % | |||
| Towne Trust Company, N.A | 435.672 $ | +113.838 $ | +35,4 % | 321.834 $ | +3.804 $ | +1,2 % | 318.030 $ | +7.643 $ | +2,5 % | |||
| Old Peak Finance LLC | 434.453 $ | +5.134 $ | +1,2 % | 429.319 $ | ||||||||
| Hibernia Wealth Partners, LLC | 434.108 $ | +45.831 $ | +11,8 % | 388.277 $ | ||||||||
| Shepherd Street Advisors LLC | 433.663 $ | +31.167 $ | +7,7 % | 402.496 $ | +45.461 $ | +12,7 % | 357.035 $ | |||||
| LITTLE HOUSE CAPITAL LLC | 433.574 $ | +45.183 $ | +11,6 % | 388.391 $ | +49.410 $ | +14,6 % | 338.981 $ | -7.386 $ | -2,1 % | |||
| EVERPAR ADVISORS LLC | 235.076 $ | -76.800 $ | -24,6 % | 311.876 $ | -120.931 $ | -27,9 % | 432.807 $ | |||||
| GSG Advisors LLC | 432.512 $ | +16.329 $ | +3,9 % | 416.183 $ | +4.919 $ | +1,2 % | 411.264 $ | +11.654 $ | +2,9 % | |||
| Foguth Wealth Management, LLC. | 432.457 $ | +146.380 $ | +51,2 % | 286.077 $ | +75.511 $ | +35,9 % | 210.566 $ | |||||
| Beaumont Financial Advisors, LLC | 429.406 $ | +47.951 $ | +12,6 % | 381.455 $ | -48.541 $ | -11,3 % | 429.996 $ | +181.597 $ | +73,1 % | |||
| Abacus Planning Group, Inc. | 429.298 $ | +26.892 $ | +6,7 % | 402.406 $ | ||||||||
| Manuka Financial, LLC | 428.719 $ | +26.856 $ | +6,7 % | 401.863 $ | +4.750 $ | +1,2 % | 397.113 $ | +9.544 $ | +2,5 % | |||
| Uniting Wealth Partners, LLC | 428.198 $ | +35.479 $ | +9,0 % | 392.719 $ | +23.786 $ | +6,4 % | 368.933 $ | +112.067 $ | +43,6 % | |||
| Insight Inv LLC | 181.860 $ | -51.979 $ | -22,2 % | 233.839 $ | -193.869 $ | -45,3 % | 427.708 $ | +19.883 $ | +4,9 % | |||
| FIRST FINANCIAL CORP /IN/ | 427.560 $ | +26.784 $ | +6,7 % | 400.776 $ | +12.072 $ | +3,1 % | 388.704 $ | +9.342 $ | +2,5 % | |||
| RTD Financial Advisors, Inc. | 424.405 $ | -2.839 $ | -0,7 % | 427.244 $ | +25.633 $ | +6,4 % | 401.611 $ | +66.384 $ | +19,8 % | 335.227 $ | +8.108 $ | +2,5 % |
| LANARK FINANCIAL, INC. | 341.974 $ | +7.091 $ | +2,1 % | 334.883 $ | -92.039 $ | -21,6 % | 426.922 $ | |||||
| Northstar Financial Companies, Inc. | 424.040 $ | |||||||||||
| ROWLANDMILLER & PARTNERS.ADV | 420.895 $ | +26.366 $ | +6,7 % | 394.529 $ | +4.663 $ | +1,2 % | 389.866 $ | +9.370 $ | +2,5 % | |||
| IAMS WEALTH MANAGEMENT, LLC | 417.806 $ | +29.070 $ | +7,5 % | 388.736 $ | -31.994 $ | -7,6 % | 420.730 $ | +26.524 $ | +6,7 % | |||
| Olistico Wealth, LLC | 420.686 $ | +43.605 $ | +11,6 % | 377.081 $ | +57.311 $ | +17,9 % | 319.770 $ | +3.779 $ | +1,2 % | 315.991 $ | -61.153 $ | -16,2 % |
| West Wealth Group, LLC | 420.120 $ | +161.209 $ | +62,3 % | 258.911 $ | -21.486 $ | -7,7 % | 280.397 $ | -84.951 $ | -23,3 % | |||
| Gemmer Asset Management LLC | 418.943 $ | +33.325 $ | +8,6 % | 385.618 $ | +4.558 $ | +1,2 % | 381.060 $ | +9.993 $ | +2,7 % | |||
| AMARA FINANCIAL, LLC. | 418.897 $ | +23.504 $ | +5,9 % | 395.393 $ | +4.673 $ | +1,2 % | 390.720 $ | +13.906 $ | +3,7 % | |||
| Golden Reserve Retirement LLC | 418.409 $ | |||||||||||
| FSA Advisors, Inc. | 417.884 $ | +57.918 $ | +16,1 % | 359.966 $ | +47.553 $ | +15,2 % | 312.413 $ | |||||
| Privatperson | 417.516 $ | +26.154 $ | +6,7 % | 391.362 $ | +4.626 $ | +1,2 % | 386.736 $ | +9.294 $ | +2,5 % | |||
| PENNINGTON PARTNERS & CO., LLC | 392.501 $ | -23.721 $ | -5,7 % | 416.222 $ | +4.919 $ | +1,2 % | 411.303 $ | +10.765 $ | +2,7 % | |||
| SENTINEL PENSION ADVISORS, LLC | 413.707 $ | +24.971 $ | +6,4 % | 388.736 $ | -4.620 $ | -1,2 % | 393.356 $ | +45.338 $ | +13,0 % | |||
| DGS Capital Management, LLC | 413.451 $ | +27.968 $ | +7,3 % | 385.483 $ | +9.264 $ | +2,5 % | ||||||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 410.965 $ | +1.273 $ | +0,3 % | 409.692 $ | +25.770 $ | +6,7 % | 383.922 $ | +4.348 $ | +1,1 % | 379.574 $ | ||
| Pines Wealth Management, LLC | 410.093 $ | +53.956 $ | +15,2 % | 356.137 $ | +71.931 $ | +25,3 % | 284.206 $ | +23.445 $ | +9,0 % | |||
| Frazier Financial Advisors, LLC | 410.002 $ | +25.684 $ | +6,7 % | 384.318 $ | +43.189 $ | +12,7 % | 341.129 $ | +12.797 $ | +3,9 % | |||
| Hurley Capital, LLC | 409.836 $ | +30.904 $ | +8,2 % | 378.932 $ | +4.479 $ | +1,2 % | 374.453 $ | +10.805 $ | +3,0 % | |||
| CDKV HOLDINGS LLC | 409.421 $ | +25.647 $ | +6,7 % | 383.774 $ | +8.114 $ | +2,2 % | 375.660 $ | |||||
| Adventist Health System/ West | 409.209 $ | +25.633 $ | +6,7 % | 383.576 $ | ||||||||
| Westview Management dba Westview Investment Advisors | 408.774 $ | |||||||||||
| Midwest Financial Partners Investments, Inc. | 408.640 $ | +1.265 $ | +0,3 % | 407.375 $ | +28.144 $ | +7,4 % | 379.231 $ | +4.483 $ | +1,2 % | 374.748 $ | ||
| Farrow Financial, Inc. | 408.051 $ | +35.429 $ | +9,5 % | 372.622 $ | -1.948 $ | -0,5 % | 374.570 $ | +24.107 $ | +6,9 % | |||
| Avondale Wealth Management | 407.385 $ | +4.815 $ | +1,2 % | 402.570 $ | +118.812 $ | +41,9 % | ||||||
| Cairn Investment Group, Inc. | 407.000 $ | +26.000 $ | +6,8 % | 381.000 $ | +4.000 $ | +1,1 % | 377.000 $ | +9.000 $ | +2,4 % | |||
| NorthCrest Asset Manangement, LLC | 322.530 $ | -84.366 $ | -20,7 % | 406.896 $ | +197.331 $ | +94,2 % | 209.565 $ | |||||
| ST GERMAIN D J CO INC | 323.543 $ | -33.326 $ | -9,3 % | 356.869 $ | -48.922 $ | -12,1 % | 405.791 $ | +61.440 $ | +17,8 % | |||
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 402.222 $ | +2.408 $ | +0,6 % | 399.814 $ | -5.504 $ | -1,4 % | 405.318 $ | -1.548 $ | -0,4 % | |||
| Kapstone Financial Advisors LLC | 404.767 $ | +11.776 $ | +3,0 % | 392.991 $ | +21.016 $ | +5,6 % | 371.975 $ | +134.404 $ | +56,6 % | |||
| NIXON PEABODY TRUST CO | 404.035 $ | +10.858 $ | +2,8 % | 393.177 $ | -28.094 $ | -6,7 % | ||||||
| BALLAST ADVISORS LLC | 403.966 $ | +25.215 $ | +6,7 % | 378.751 $ | +4.477 $ | +1,2 % | 374.274 $ | -13.881 $ | -3,6 % | |||
| Cornerstone Financial Management LLC | 402.545 $ | +25.216 $ | +6,7 % | 377.329 $ | +4.460 $ | +1,2 % | 372.869 $ | |||||
| CVFG LLC | 401.514 $ | +17.405 $ | +4,5 % | 384.109 $ | +46.588 $ | +13,8 % | 337.521 $ | -8.957 $ | -2,6 % | |||
| GRANDFIELD & DODD, LLC | 401.290 $ | +25.138 $ | +6,7 % | 376.152 $ | +4.446 $ | +1,2 % | 371.706 $ | +8.933 $ | +2,5 % | |||
| PETRA FINANCIAL ADVISORS INC | 401.290 $ | +25.826 $ | +6,9 % | 375.464 $ | +8.587 $ | +2,3 % | ||||||
| Roberts Wealth Advisors, LLC | 360.360 $ | -40.862 $ | -10,2 % | 401.222 $ | ||||||||
| CURTIS WEALTH MANAGEMENT LLC | 401.046 $ | +25.122 $ | +6,7 % | 375.924 $ | -13.786 $ | -3,5 % | 389.710 $ | |||||
| Sachetta, LLC | 27.941 $ | +1.854 $ | +7,1 % | 26.087 $ | -374.650 $ | -93,5 % | 400.737 $ | -751.943 $ | -65,2 % | |||
| NORRIS PERNE & FRENCH LLP/MI | 256.903 $ | +53.482 $ | +26,3 % | 203.421 $ | -197.270 $ | -49,2 % | 400.691 $ | +10.066 $ | +2,6 % | |||
| QTR Family Wealth, LLC | 383.605 $ | +1.377 $ | +0,4 % | 382.228 $ | -18.210 $ | -4,5 % | 400.438 $ | +23.608 $ | +6,3 % | |||
| Monument Group Wealth Advisors, LLC | 399.349 $ | |||||||||||
| Canandaigua National Trust Co of Florida | 399.146 $ | +16.204 $ | +4,2 % | 382.942 $ | +4.526 $ | +1,2 % | 378.416 $ | +9.095 $ | +2,5 % | |||
| Weaver Consulting Group | 398.954 $ | +130.630 $ | +48,7 % | 268.324 $ | +35.390 $ | +15,2 % | 232.934 $ | +9.105 $ | +4,1 % | 223.829 $ | +5.379 $ | +2,5 % |
| Cerro Pacific Wealth Advisors LLC | 398.754 $ | +25.665 $ | +6,9 % | 373.089 $ | +4.409 $ | +1,2 % | 368.680 $ | +8.155 $ | +2,3 % | |||
| Turim 21 Investimentos Ltda. | 398.199 $ | +351.757 $ | +757,4 % | 46.442 $ | -49.459 $ | -51,6 % | 95.901 $ | +2.305 $ | +2,5 % | |||
| Efficient Advisors, LLC | 382.735 $ | -15.426 $ | -3,9 % | 398.161 $ | +20.213 $ | +5,3 % | ||||||
| NWF Advisory Services Inc. | 397.709 $ | +25.166 $ | +6,8 % | 372.543 $ | -13.848 $ | -3,6 % | 386.391 $ | +169.265 $ | +78,0 % | |||
| Financial Gravity Companies, Inc. | 396.457 $ | |||||||||||
| Summit Global Investments | 377.000 $ | +13.000 $ | +3,6 % | 364.000 $ | -32.000 $ | -8,1 % | 396.000 $ | -40.000 $ | -9,2 % | |||
| Radnor Capital Management, LLC | 395.978 $ | +24.805 $ | +6,7 % | 371.173 $ | -1.249 $ | -0,3 % | 372.422 $ | -226.787 $ | -37,8 % | |||
| Medallion Wealth Advisors, LLC | 395.852 $ | +371.727 $ | +1.540,8 % | 24.125 $ | -1.572 $ | -6,1 % | 25.697 $ | -3.771 $ | -12,8 % | |||
| Capital Square, LLC | 394.853 $ | +38.178 $ | +10,7 % | 356.675 $ | +86.896 $ | +32,2 % | 269.779 $ | +57.502 $ | +27,1 % | |||
| Modus Advisors, LLC | 393.950 $ | +24.678 $ | +6,7 % | 369.272 $ | +4.365 $ | +1,2 % | 364.907 $ | +38.630 $ | +11,8 % | |||
| PRINCETON CAPITAL MANAGEMENT LLC | 393.397 $ | |||||||||||
| GRANVILLE CAPITAL, INC. | 393.364 $ | +25.450 $ | +6,9 % | 367.914 $ | +4.349 $ | +1,2 % | 363.565 $ | |||||
| IF Advisors, LLC | 392.598 $ | +24.594 $ | +6,7 % | 368.004 $ | ||||||||
| GreatBanc Trust CO | 392.405 $ | |||||||||||
| HENGEHOLD CAPITAL MANAGEMENT LLC | 391.351 $ | +33.666 $ | +9,4 % | 357.685 $ | -1.229 $ | -0,3 % | 358.914 $ | +6.356 $ | +1,8 % | |||
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 391.287 $ | +132.975 $ | +51,5 % | 258.312 $ | ||||||||
| Holcombe Financial, Inc. | 389.507 $ | -1.764 $ | -0,5 % | 391.271 $ | +30.479 $ | +8,4 % | 360.792 $ | +8.671 $ | +2,5 % | |||
| ESL Trust Services, LLC | 390.957 $ | +24.491 $ | +6,7 % | 366.466 $ | +8.357 $ | +2,3 % | 358.109 $ | +8.606 $ | +2,5 % | |||
| CLIENT 1ST ADVISORY GROUP, LLC | 390.570 $ | +74.168 $ | +23,4 % | 316.402 $ | ||||||||
| Financial Gravity Asset Management, Inc. | 389.997 $ | +4.610 $ | +1,2 % | 385.387 $ | -231.602 $ | -37,5 % | ||||||
| Secure Asset Management, LLC | 388.025 $ | +13.745 $ | +3,7 % | 374.280 $ | -8.369 $ | -2,2 % | 382.649 $ | -19.262 $ | -4,8 % | |||
| Running Point Capital Advisors, LLC | 387.512 $ | +9.313 $ | +2,5 % | |||||||||
| One Day In July LLC | 384.002 $ | +23.149 $ | +6,4 % | 360.853 $ | +92.741 $ | +34,6 % | 268.112 $ | |||||
| Plante Moran Financial Advisors, LLC | 382.284 $ | +3.940 $ | +1,0 % | 378.344 $ | -985 $ | -0,3 % | 379.329 $ | -8.171 $ | -2,1 % | |||
| Cove Private Wealth, LLC | 381.684 $ | +76.236 $ | +25,0 % | 305.448 $ | ||||||||
| WPG Advisers, LLC | 381.640 $ | +21.865 $ | +6,1 % | 359.775 $ | +2.463 $ | +0,7 % | 357.312 $ | +5.679 $ | +1,6 % | |||
| Twelve Points Wealth Management LLC | 380.980 $ | +22.871 $ | +6,4 % | 358.109 $ | -12.634 $ | -3,4 % | 370.743 $ | +17.515 $ | +5,0 % | |||
| Geometric Wealth Advisors | 380.235 $ | +29.250 $ | +8,3 % | 350.985 $ | +72.317 $ | +26,0 % | 278.668 $ | -41.760 $ | -13,0 % | |||
| MELFA WEALTH MANAGEMENT, INC. | 380.095 $ | +31.288 $ | +9,0 % | 348.807 $ | +28.456 $ | +8,9 % | 320.351 $ | +10.703 $ | +3,5 % | |||
| Barnes Wealth Management Group, Inc | 379.632 $ | +17.344 $ | +4,8 % | 362.288 $ | +64.952 $ | +21,8 % | 297.336 $ | +25.550 $ | +9,4 % | |||
| Landmark Wealth Management, LLC | 379.462 $ | +26.691 $ | +7,6 % | 352.771 $ | +59.589 $ | +20,3 % | 293.182 $ | +5.066 $ | +1,8 % | |||
| True North Advisors, LLC | 315.141 $ | +23.363 $ | +8,0 % | 291.778 $ | -86.459 $ | -22,9 % | 378.237 $ | +9.090 $ | +2,5 % | |||
| Commonwealth Retirement Investments LLC | 378.207 $ | +47.217 $ | +14,3 % | 330.990 $ | +16.717 $ | +5,3 % | 314.273 $ | +87.180 $ | +38,4 % | |||
| BANK OF NOVA SCOTIA TRUST CO | 376.662 $ | +23.595 $ | +6,7 % | 353.067 $ | +4.173 $ | +1,2 % | 348.894 $ | |||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 315.527 $ | -60.173 $ | -16,0 % | 375.700 $ | +2.562 $ | +0,7 % | 373.138 $ | +1.547 $ | +0,4 % | |||
| Northwest Wealth Advisors, LLC | 375.473 $ | +36.856 $ | +10,9 % | 338.617 $ | +4.003 $ | +1,2 % | 334.614 $ | |||||
| Alamar Capital Management, LLC | 374.975 $ | +4.432 $ | +1,2 % | 370.543 $ | +8.905 $ | +2,5 % | ||||||
| Financial Plan, Inc. | 373.946 $ | +84.261 $ | +29,1 % | 289.685 $ | ||||||||
| W1M Asset Management Ltd | 269.377 $ | -104.345 $ | -27,9 % | 373.722 $ | ||||||||
| PLANWISER FINANCIAL, LLC | 268.686 $ | -104.112 $ | -27,9 % | 372.798 $ | +14.817 $ | +4,1 % | 357.981 $ | +99.848 $ | +38,7 % | |||
| J HAGAN CAPITAL, INC. | 371.231 $ | +27.579 $ | +8,0 % | 343.652 $ | ||||||||
| Mission Financial Group, LLC | 370.446 $ | |||||||||||
| HORAN Wealth, LLC | 331.316 $ | -38.835 $ | -10,5 % | 370.151 $ | +1.097 $ | +0,3 % | 369.054 $ | +11.687 $ | +3,3 % | |||
| FSB PREMIER WEALTH MANAGEMENT, INC. | 369.708 $ | +35.652 $ | +10,7 % | 334.056 $ | +3.949 $ | +1,2 % | 330.107 $ | +7.933 $ | +2,5 % | |||
| WORLD EQUITY GROUP, INC. | 231.600 $ | -1.697 $ | -0,7 % | 233.297 $ | -136.262 $ | -36,9 % | 369.559 $ | +114.611 $ | +45,0 % | |||
| Warner Group LLC | 369.328 $ | |||||||||||
| MERIDIAN INVESTMENT COUNSEL INC. | 368.549 $ | +86.458 $ | +30,6 % | 282.091 $ | +650 $ | +0,2 % | 281.441 $ | +50.506 $ | +21,9 % | |||
| Glen Eagle Advisors, LLC | 368.356 $ | +32.128 $ | +9,6 % | 336.228 $ | +3.974 $ | +1,2 % | 332.254 $ | -3.366 $ | -1,0 % | |||
| Serenus Wealth Advisors, LLC | 367.101 $ | +22.996 $ | +6,7 % | 344.105 $ | +4.068 $ | +1,2 % | 340.037 $ | +8.172 $ | +2,5 % | |||
| Seascape Capital Management | 367.000 $ | +21.000 $ | +6,1 % | 346.000 $ | +11.000 $ | +3,3 % | 335.000 $ | +8.000 $ | +2,4 % | |||
| Thomasville National Bank | 365.555 $ | +41.262 $ | +12,7 % | 324.293 $ | +20.367 $ | +6,7 % | ||||||
| Tepp RIA, LLC | 365.169 $ | |||||||||||
| Steigerwald, Gordon & Koch Inc. | 364.396 $ | +22.826 $ | +6,7 % | 341.570 $ | +4.037 $ | +1,2 % | 337.533 $ | +8.112 $ | +2,5 % | |||
| MOSAIC FINANCIAL GROUP, LLC | 364.000 $ | +26.000 $ | +7,7 % | 338.000 $ | +4.000 $ | +1,2 % | 334.000 $ | +12.000 $ | +3,7 % | |||
| Millstone Evans Group, LLC | 363.624 $ | +22.145 $ | +6,5 % | 341.479 $ | +24.880 $ | +7,9 % | 316.599 $ | +216.367 $ | +215,9 % | |||
| CENTRAL BANK & TRUST CO | 363.203 $ | +1.125 $ | +0,3 % | 362.078 $ | +61.156 $ | +20,3 % | 300.922 $ | +3.557 $ | +1,2 % | 297.365 $ | +7.147 $ | +2,5 % |
| Brookwood Investment Group LLC | 362.948 $ | +30.250 $ | +9,1 % | 332.698 $ | -15.570 $ | -4,5 % | 348.268 $ | +2.695 $ | +0,8 % | |||
| HBW ADVISORY SERVICES LLC | 362.774 $ | +45.426 $ | +14,3 % | 317.348 $ | +8.224 $ | +2,7 % | 309.124 $ | +4.575 $ | +1,5 % | |||
| MARYLAND CAPITAL ADVISORS INC. | 353.580 $ | -8.376 $ | -2,3 % | 361.956 $ | +8.699 $ | +2,5 % | ||||||
| REICON WEALTH ADVISORS, LLC | 361.719 $ | +96.819 $ | +36,5 % | 264.900 $ | -53.746 $ | -16,9 % | 318.646 $ | |||||
| FORTRESS FINANCIAL GROUP, LLC | 361.482 $ | +23.870 $ | +7,1 % | 337.612 $ | +3.901 $ | +1,2 % | 333.711 $ | -14 $ | -0,0 % | |||
| Urban Wealth Management, LLC | 360.243 $ | +22.566 $ | +6,7 % | 337.677 $ | +3.991 $ | +1,2 % | 333.686 $ | |||||
| Uncommon Cents Investing Inc | 359.471 $ | |||||||||||
| LAWOOD & CO | 359.042 $ | +43.964 $ | +14,0 % | 315.078 $ | ||||||||
| Privatperson | 358.645 $ | -295 $ | -0,1 % | 358.940 $ | ||||||||
| Payne Capital Management, LLC | 358.472 $ | +910 $ | +0,3 % | 357.562 $ | +4.226 $ | +1,2 % | 353.336 $ | +983 $ | +0,3 % | |||
| Drake & Associates, LLC | 357.925 $ | +74.295 $ | +26,2 % | 283.630 $ | ||||||||
| Longview Financial Advisors LLC | 357.443 $ | +22.391 $ | +6,7 % | 335.052 $ | +3.960 $ | +1,2 % | 331.092 $ | +7.957 $ | +2,5 % | |||
| Calydon Capital | 356.573 $ | +22.336 $ | +6,7 % | 334.237 $ | +3.951 $ | +1,2 % | 330.286 $ | +7.937 $ | +2,5 % | |||
| Hemenway Trust Co LLC | 355.801 $ | +22.288 $ | +6,7 % | 333.513 $ | +8.863 $ | +2,7 % | 324.650 $ | |||||
| Financial Council, LLC | 355.704 $ | +22.282 $ | +6,7 % | 333.422 $ | ||||||||
| Opal Wealth Advisors, LLC | 286.920 $ | +36.332 $ | +14,5 % | 250.588 $ | -104.300 $ | -29,4 % | 354.888 $ | |||||
| PETTYJOHN, WOOD & WHITE, INC | 354.159 $ | +65.277 $ | +22,6 % | 288.882 $ | +3.415 $ | +1,2 % | 285.467 $ | |||||
| Sage Investment Advisers LLC | 354.159 $ | +7.934 $ | +2,3 % | 346.225 $ | ||||||||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 352.505 $ | +19.702 $ | +5,9 % | 332.803 $ | +34.618 $ | +11,6 % | 298.185 $ | +31.685 $ | +11,9 % | |||
| M.E. ALLISON & CO., INC. | 352.227 $ | +3.794 $ | +1,1 % | 348.433 $ | +12.060 $ | +3,6 % | 336.373 $ | +3.974 $ | +1,2 % | 332.399 $ | +8.410 $ | +2,6 % |
| Bienville Capital Management, LLC | 351.648 $ | +148.861 $ | +73,4 % | 202.787 $ | ||||||||
| CHAPMAN FINANCIAL GROUP, LLC | 351.359 $ | +22.010 $ | +6,7 % | 329.349 $ | +3.892 $ | +1,2 % | 325.457 $ | -14.005 $ | -4,1 % | |||
| Prospect Financial Services LLC | 348.848 $ | +45.029 $ | +14,8 % | 303.819 $ | -10.814 $ | -3,4 % | 314.633 $ | +5.555 $ | +1,8 % | |||
| PRUDENT INVESTORS NETWORK, INC. | 348.746 $ | +123.688 $ | +55,0 % | 225.058 $ | +2.660 $ | +1,2 % | 222.398 $ | |||||
| Marshall Financial Group, LLC | 348.461 $ | |||||||||||
| Key Client Fiduciary Advisors, LLC | 346.879 $ | +21.974 $ | +6,8 % | 324.905 $ | +12.786 $ | +4,1 % | 312.119 $ | +7.612 $ | +2,5 % | |||
| S&T BANK/PA | 345.853 $ | +21.665 $ | +6,7 % | 324.188 $ | +3.832 $ | +1,2 % | 320.356 $ | +7.699 $ | +2,5 % | |||
| Financial Planning Hawaii, Inc. | 343.299 $ | +21.505 $ | +6,7 % | 321.794 $ | +3.803 $ | +1,2 % | 317.991 $ | |||||
| Avail Investment Partners, LLC | 342.532 $ | +21.532 $ | +6,7 % | 321.000 $ | ||||||||
| ADVISORTRUST PARTNERS, LLC | 342.473 $ | +53.863 $ | +18,7 % | 288.610 $ | ||||||||
| Kastel Capital Advisors, LLC | 342.439 $ | +15.677 $ | +4,8 % | 326.762 $ | +0 $ | +0,0 % | 326.762 $ | |||||
| Clarius Group, LLC | 341.827 $ | +8.215 $ | +2,5 % | |||||||||
| Farmers & Merchants Trust Co of Long Beach | 340.734 $ | +21.345 $ | +6,7 % | 319.389 $ | +3.775 $ | +1,2 % | 315.614 $ | +7.585 $ | +2,5 % | |||
| Fonville Wealth Management LLC | 340.160 $ | +74.732 $ | +28,2 % | 265.428 $ | +44.461 $ | +20,1 % | 220.967 $ | |||||
| BridgePort Financial Solutions, LLC | 280.468 $ | +17.569 $ | +6,7 % | 262.899 $ | -76.870 $ | -22,6 % | 339.769 $ | -21.171 $ | -5,9 % | |||
| CAMDEN NATIONAL BANK | 337.644 $ | +55.009 $ | +19,5 % | 282.635 $ | -16.161 $ | -5,4 % | 298.796 $ | +34.072 $ | +12,9 % | |||
| Nicholas Wealth, LLC. | 326.446 $ | -11.180 $ | -3,3 % | 337.626 $ | +6.048 $ | +1,8 % | 331.578 $ | |||||
| Carmel Capital Partners, LLC | 336.581 $ | +21.084 $ | +6,7 % | 315.497 $ | ||||||||
| Bravias Capital Group, LLC | 335.753 $ | +24.045 $ | +7,7 % | 311.708 $ | -10.361 $ | -3,2 % | 322.069 $ | +67.320 $ | +26,4 % | |||
| Coppell Advisory Solutions LLC | 259.671 $ | -75.657 $ | -22,6 % | 335.328 $ | -2.118 $ | -0,6 % | ||||||
| SFG Wealth Management, LLC. | 335.067 $ | +86.144 $ | +34,6 % | 248.923 $ | +1.058 $ | +0,4 % | 247.865 $ | +3.963 $ | +1,6 % | |||
| Cannon Advisors, Inc. | 334.689 $ | |||||||||||
| Arlington Financial Advisors, LLC | 334.457 $ | +20.952 $ | +6,7 % | 313.505 $ | +3.705 $ | +1,2 % | 309.800 $ | -128.761 $ | -29,4 % | |||
| DHJJ Financial Advisors, Ltd. | 155.591 $ | -177.379 $ | -53,3 % | 332.970 $ | +246.372 $ | +284,5 % | 86.598 $ | +510 $ | +0,6 % | |||
| Warren Street Wealth Advisors, LLC | 332.622 $ | +20.837 $ | +6,7 % | 311.785 $ | +70.773 $ | +29,4 % | 241.012 $ | -101.162 $ | -29,6 % | |||
| Cornell Pochily Investment Advisors, Inc. | 332.549 $ | +14.365 $ | +4,5 % | 318.184 $ | -5.275 $ | -1,6 % | 323.459 $ | +4.443 $ | +1,4 % | |||
| VISIONARY HORIZONS, LLC | 332.053 $ | +49.192 $ | +17,4 % | 282.861 $ | -15.443 $ | -5,2 % | 298.304 $ | -307.812 $ | -50,8 % | |||
| MILESTONE ASSET MANAGEMENT, LLC | 331.166 $ | +111.145 $ | +50,5 % | |||||||||
| GERBER, LLC | 330.883 $ | +20.727 $ | +6,7 % | 310.156 $ | +9.839 $ | +3,3 % | 300.317 $ | +7.217 $ | +2,5 % | |||
| Heritage Wealth Management, Inc./Texas | 330.865 $ | +20.765 $ | +6,7 % | 310.100 $ | +3.603 $ | +1,2 % | 306.497 $ | +7.411 $ | +2,5 % | |||
| GREENWOOD GEARHART LLC | 330.014 $ | |||||||||||
| CULBERTSON A N & CO INC | 329.434 $ | +23.805 $ | +7,8 % | 305.629 $ | ||||||||
| SmartHarvest Portfolios, LLC | 328.469 $ | +66.566 $ | +25,4 % | 261.903 $ | ||||||||
| SageGuard Financial Group, LLC | 214.698 $ | -113.292 $ | -34,5 % | 327.990 $ | ||||||||
| Gradient Investments LLC | 327.551 $ | |||||||||||
| Centennial Bank/AR/ | 250.335 $ | -75.754 $ | -23,2 % | 326.089 $ | +3.854 $ | +1,2 % | 322.235 $ | +7.744 $ | +2,5 % | |||
| Collier Financial | 326.030 $ | +41.880 $ | +14,7 % | 284.150 $ | +27.886 $ | +10,9 % | 256.264 $ | +12.276 $ | +5,0 % | |||
| GUERRA PAN ADVISORS, LLC | 325.281 $ | +24.540 $ | +8,2 % | 300.741 $ | +25.115 $ | +9,1 % | 275.626 $ | +6.624 $ | +2,5 % | |||
| MKT Advisors LLC | 324.498 $ | +17.869 $ | +5,8 % | 306.629 $ | +20.484 $ | +7,2 % | 286.145 $ | +25.521 $ | +9,8 % | |||
| Pinnacle Financial Group, LLC / IL | 323.543 $ | +20.267 $ | +6,7 % | 303.276 $ | +3.585 $ | +1,2 % | 299.691 $ | +7.202 $ | +2,5 % | |||
| Sargent Investment Group, LLC | 323.446 $ | |||||||||||
| GenTrust, LLC | 322.770 $ | +109.210 $ | +51,1 % | 213.560 $ | +2.524 $ | +1,2 % | 211.036 $ | -65.649 $ | -23,7 % | |||
| Cordoba Advisory Partners LLC | 317.458 $ | -5.281 $ | -1,6 % | 322.739 $ | +3.814 $ | +1,2 % | 318.925 $ | |||||
| ADAMSBROWN WEALTH CONSULTANTS LLC | 322.674 $ | +10.527 $ | +3,4 % | 312.147 $ | +76.867 $ | +32,7 % | 235.280 $ | +4.694 $ | +2,0 % | |||
| Rothschild Capital Partners, LLC | 322.525 $ | +24.669 $ | +8,3 % | 297.856 $ | +3.521 $ | +1,2 % | 294.335 $ | +12.084 $ | +4,3 % | |||
| DKM Wealth Management, Inc. | 322.223 $ | +997 $ | +0,3 % | 321.226 $ | +20.123 $ | +6,7 % | 301.103 $ | +3.559 $ | +1,2 % | 297.544 $ | +7.150 $ | +2,5 % |
| City State Bank | 321.611 $ | +29.971 $ | +10,3 % | 291.640 $ | +9.192 $ | +3,3 % | ||||||
| MARINO, STRAM & ASSOCIATES LLC | 321.515 $ | +88.038 $ | +37,7 % | 233.477 $ | ||||||||
| Peregrine Asset Advisers, Inc. | 320.583 $ | +18.122 $ | +6,0 % | 302.461 $ | +47.411 $ | +18,6 % | 255.050 $ | +6.129 $ | +2,5 % | |||
| USA FINANCIAL FORMULAS | 319.197 $ | |||||||||||
| Francis Financial, Inc. | 274.384 $ | -44.463 $ | -13,9 % | 318.847 $ | +3.768 $ | +1,2 % | 315.079 $ | |||||
| Stillwater Private Wealth, LLC | 318.000 $ | +33.000 $ | +11,6 % | 285.000 $ | ||||||||
| Rock Point Advisors, LLC | 317.748 $ | +86.172 $ | +37,2 % | 231.576 $ | +54 $ | +0,0 % | 231.522 $ | |||||
| National Wealth Management Group, LLC | 317.448 $ | +18.420 $ | +6,2 % | 299.028 $ | -926 $ | -0,3 % | 299.954 $ | -11.250 $ | -3,6 % | |||
| Quantum Financial Advisors, LLC | 317.362 $ | +19.880 $ | +6,7 % | 297.482 $ | +3.516 $ | +1,2 % | 293.966 $ | +7.065 $ | +2,5 % | |||
| ECLECTIC ASSOCIATES INC /ADV | 304.300 $ | -12.772 $ | -4,0 % | 317.072 $ | +29.639 $ | +10,3 % | 287.433 $ | |||||
| Intergy Private Wealth, LLC | 316.010 $ | |||||||||||
| GTS SECURITIES LLC | 314.863 $ | -214.236 $ | -40,5 % | |||||||||
| Bragg Financial Advisors, Inc | 314.791 $ | +50.771 $ | +19,2 % | 264.020 $ | +59.212 $ | +28,9 % | 204.808 $ | |||||
| Balanced Rock Investment Advisors LLC | 298.502 $ | +18.156 $ | +6,5 % | 280.346 $ | -33.902 $ | -10,8 % | 314.248 $ | +7.552 $ | +2,5 % | |||
| Anchor Investment Management, LLC | 308.090 $ | +22.739 $ | +8,0 % | 285.351 $ | -28.117 $ | -9,0 % | 313.468 $ | -57.734 $ | -15,6 % | |||
| Maple Capital Management, Inc. | 313.306 $ | +34.383 $ | +12,3 % | 278.923 $ | +8.306 $ | +3,1 % | 270.617 $ | |||||
| Faithward Advisors, LLC | 313.306 $ | +19.627 $ | +6,7 % | 293.679 $ | +14.206 $ | +5,1 % | 279.473 $ | |||||
| Heartwood Wealth Advisors LLC | 313.213 $ | +970 $ | +0,3 % | 312.243 $ | +19.560 $ | +6,7 % | 292.683 $ | +13.299 $ | +4,8 % | 279.384 $ | +6.715 $ | +2,5 % |
| Aspire Capital Advisors LLC | 272.547 $ | -40.144 $ | -12,8 % | 312.691 $ | +9.779 $ | +3,2 % | 302.912 $ | +87.606 $ | +40,7 % | |||
| Formidable Asset Management, LLC | 306.188 $ | -6.312 $ | -2,0 % | 312.500 $ | +7.717 $ | +2,5 % | 304.783 $ | +13.370 $ | +4,6 % | |||
| Baron Financial Group, LLC | 309.145 $ | -2.905 $ | -0,9 % | 312.050 $ | +18.189 $ | +6,2 % | 293.861 $ | -1.447 $ | -0,5 % | 295.308 $ | +5.788 $ | +2,0 % |
| Livet Wealth, LLC | 310.795 $ | +31.962 $ | +11,5 % | 278.833 $ | -6.276 $ | -2,2 % | 285.109 $ | |||||
| Grey Ledge Advisors, LLC | 310.355 $ | +22.183 $ | +7,7 % | 288.172 $ | +17.181 $ | +6,3 % | 270.991 $ | +4.586 $ | +1,7 % | |||
| Avalon Trust Co | 310.215 $ | +19.432 $ | +6,7 % | 290.783 $ | +123.134 $ | +73,4 % | 167.649 $ | -60.580 $ | -26,5 % | |||
| Hardin Capital Partners, LLC | 308.369 $ | -1.652 $ | -0,5 % | 310.021 $ | +19.691 $ | +6,8 % | 290.330 $ | -1.041 $ | -0,4 % | 291.371 $ | +35.465 $ | +13,9 % |
| Olde Wealth Management, LLC | 217.000 $ | +14.000 $ | +6,9 % | 203.000 $ | -107.000 $ | -34,5 % | 310.000 $ | +2.000 $ | +0,6 % | |||
| Accretive Wealth Partners, LLC | 309.346 $ | +19.378 $ | +6,7 % | 289.968 $ | +3.428 $ | +1,2 % | 286.540 $ | +6.886 $ | +2,5 % | |||
| Vision Retirement, LLC | 308.417 $ | +28.760 $ | +10,3 % | 279.657 $ | -10.818 $ | -3,7 % | 290.475 $ | |||||
| Pasadena Private Wealth, LLC | 308.103 $ | +20.993 $ | +7,3 % | 287.110 $ | ||||||||
| B.O.S.S. Retirement Advisors, LLC | 274.134 $ | -14.473 $ | -5,0 % | 288.607 $ | -18.596 $ | -6,1 % | 307.203 $ | -24.398 $ | -7,4 % | |||
| CORRECT CAPITAL WEALTH MANAGEMENT | 307.124 $ | +19.239 $ | +6,7 % | 287.885 $ | -12.100 $ | -4,0 % | 299.985 $ | +22.339 $ | +8,0 % | |||
| CURIO WEALTH, LLC | 306.925 $ | +133.832 $ | +77,3 % | 173.093 $ | -27.969 $ | -13,9 % | 201.062 $ | +69.922 $ | +53,3 % | |||
| Chevy Chase Trust Holdings, LLC | 305.483 $ | |||||||||||
| Signature Resources Capital Management, LLC | 305.000 $ | +19.106 $ | +6,7 % | 285.894 $ | +63.318 $ | +28,4 % | 222.576 $ | +5.349 $ | +2,5 % | |||
| HOGE FINANCIAL SERVICES, LLC | 304.628 $ | +13.220 $ | +4,5 % | 291.408 $ | ||||||||
| Avant Financial Advisors LLC | 302.972 $ | +18.979 $ | +6,7 % | 283.993 $ | +3.356 $ | +1,2 % | 280.637 $ | +6.745 $ | +2,5 % | |||
| Vision Capital Management, Inc. | 302.586 $ | +29.638 $ | +10,9 % | 272.948 $ | +3.226 $ | +1,2 % | 269.722 $ | +16.435 $ | +6,5 % | |||
| Clearstead Trust, LLC | 228.026 $ | +24.152 $ | +11,8 % | 203.874 $ | -98.591 $ | -32,6 % | 302.465 $ | -8.970 $ | -2,9 % | |||
| Private Capital Management, LLC | 295.188 $ | -6.862 $ | -2,3 % | 302.050 $ | +26.472 $ | +9,6 % | 275.578 $ | +11.725 $ | +4,4 % | |||
| Somerset Trust Co | 302.006 $ | +18.919 $ | +6,7 % | 283.087 $ | +36.535 $ | +14,8 % | 246.552 $ | +5.926 $ | +2,5 % | |||
| Vermillion & White Wealth Management Group, LLC | 301.793 $ | +19.417 $ | +6,9 % | 282.376 $ | +3.337 $ | +1,2 % | 279.039 $ | +7.280 $ | +2,7 % | |||
| EVOLUTION WEALTH MANAGEMENT INC. | 301.426 $ | +45.136 $ | +17,6 % | 256.290 $ | +95.799 $ | +59,7 % | 160.491 $ | +41.051 $ | +34,4 % | |||
| Nemes Rush Group LLC | 301.170 $ | +20.976 $ | +7,5 % | 280.194 $ | +3.312 $ | +1,2 % | 276.882 $ | +132.189 $ | +91,4 % | |||
| Total Wealth Planning, LLC | 301.122 $ | -2.542.482 $ | -89,4 % | |||||||||
| Austin Asset Management Co Inc | 301.062 $ | +18.859 $ | +6,7 % | 282.203 $ | +3.336 $ | +1,2 % | 278.867 $ | -33.024 $ | -10,6 % | |||
| Fairvoy Private Wealth, LLC | 300.364 $ | +74.030 $ | +32,7 % | 226.334 $ | +15.131 $ | +7,2 % | ||||||
| Capital Investment Counsel, Inc | 300.074 $ | +18.797 $ | +6,7 % | 281.277 $ | +3.325 $ | +1,2 % | 277.952 $ | +6.680 $ | +2,5 % | |||
| Platform Technology Partners | 300.004 $ | +55.367 $ | +22,6 % | 244.637 $ | ||||||||
| NerdWallet Wealth Partners, LLC | 299.256 $ | +26.399 $ | +9,7 % | 272.857 $ | +2.956 $ | +1,1 % | 269.901 $ | +6.749 $ | +2,6 % | |||
| S.A. Mason LLC | 298.915 $ | +142.751 $ | +91,4 % | 156.164 $ | +1.845 $ | +1,2 % | 154.319 $ | +23.965 $ | +18,4 % | |||
| Hidden Cove Wealth Management, LLC | 298.529 $ | +1.047 $ | +0,4 % | 297.482 $ | +5.485 $ | +1,9 % | 291.997 $ | +7.017 $ | +2,5 % | |||
| Edgemoor Investment Advisors, Inc. | 298.239 $ | +13.160 $ | +4,6 % | 285.079 $ | +3.369 $ | +1,2 % | 281.710 $ | -10.080 $ | -3,5 % | |||
| CacheTech Inc. | 217.788 $ | -80.418 $ | -27,0 % | 298.206 $ | +8.892 $ | +3,1 % | 289.314 $ | +15.073 $ | +5,5 % | |||
| Adams Wealth Management | 217.788 $ | -80.418 $ | -27,0 % | 298.206 $ | +8.892 $ | +3,1 % | 289.314 $ | +15.073 $ | +5,5 % | |||
| Diversified Portfolios, Inc. | 298.046 $ | +18.670 $ | +6,7 % | 279.376 $ | +3.302 $ | +1,2 % | 276.074 $ | +60.069 $ | +27,8 % | |||
| Covington Investment Advisors Inc. | 298.000 $ | +21.000 $ | +7,6 % | 277.000 $ | +3.000 $ | +1,1 % | 274.000 $ | |||||
| J. L. Bainbridge & Co., Inc. | 250.239 $ | -47.695 $ | -16,0 % | 297.934 $ | ||||||||
| Zullo Investment Group, Inc. | 297.720 $ | +18.904 $ | +6,8 % | 278.816 $ | +3.653 $ | +1,3 % | 275.163 $ | +5.152 $ | +1,9 % | |||
| Wilson & Boucher Capital Management, LLC | 297.466 $ | +18.634 $ | +6,7 % | 278.832 $ | +3.295 $ | +1,2 % | 275.537 $ | +6.622 $ | +2,5 % | |||
| Resurgent Financial Advisors LLC | 296.404 $ | +4.535 $ | +1,6 % | 291.869 $ | +57.354 $ | +24,5 % | ||||||
| Beaird Harris Wealth Management, LLC | 296.115 $ | +18.550 $ | +6,7 % | 277.565 $ | +11.063 $ | +4,2 % | 266.502 $ | +6.405 $ | +2,5 % | |||
| Covestor Ltd | 295.000 $ | +28.000 $ | +10,5 % | 267.000 $ | +10.000 $ | +3,9 % | 257.000 $ | -18.000 $ | -6,5 % | |||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 293.882 $ | +27.782 $ | +10,4 % | 266.100 $ | +3.145 $ | +1,2 % | 262.955 $ | -1.594 $ | -0,6 % | |||
| High Falls Advisors, Inc | 293.450 $ | -200.345 $ | -40,6 % | |||||||||
| ROBERTS GLORE & CO INC /IL/ | 224.259 $ | -68.787 $ | -23,5 % | 293.046 $ | +3.464 $ | +1,2 % | 289.582 $ | -30.584 $ | -9,6 % | |||
| Upper Left Wealth Management, LLC | 267.527 $ | -10.672 $ | -3,8 % | 278.199 $ | -14.694 $ | -5,0 % | 292.893 $ | +7.040 $ | +2,5 % | |||
| Insight Wealth Strategies, LLC | 292.128 $ | +2.412 $ | +0,8 % | 289.716 $ | +17.344 $ | +6,4 % | 272.372 $ | +3.219 $ | +1,2 % | 269.153 $ | +7.159 $ | +2,7 % |
| Rayburn West Financial Services LLC | 292.058 $ | +18.295 $ | +6,7 % | 273.763 $ | +3.236 $ | +1,2 % | 270.527 $ | |||||
| FWG Investments, LLC. | 291.892 $ | +30.592 $ | +11,7 % | 261.300 $ | +25.161 $ | +10,7 % | 236.139 $ | -888 $ | -0,4 % | |||
| AMERICAN NATIONAL BANK & TRUST | 291.221 $ | +13.458 $ | +4,8 % | 277.763 $ | +17.401 $ | +6,7 % | 260.362 $ | +1.017 $ | +0,4 % | 259.345 $ | +558 $ | +0,2 % |
| CORA CAPITAL ADVISORS LLC | 291.103 $ | |||||||||||
| Measured Wealth Private Client Group, LLC | 290.513 $ | +12.405 $ | +4,5 % | 278.108 $ | +3.287 $ | +1,2 % | 274.821 $ | +12.193 $ | +4,6 % | |||
| Strathmore Capital Advisors, Inc. | 265.852 $ | -24.413 $ | -8,4 % | 290.265 $ | +78.245 $ | +36,9 % | 212.020 $ | +5.095 $ | +2,5 % | |||
| KOM Wealth Management Group, LLC | 289.536 $ | +15.966 $ | +5,8 % | 273.570 $ | +35.241 $ | +14,8 % | 238.329 $ | +5.310 $ | +2,3 % | |||
| 626 Financial, LLC | 289.521 $ | +22.457 $ | +8,4 % | 267.064 $ | ||||||||
| Alpha Cubed Investments, LLC | 288.866 $ | +49.632 $ | +20,7 % | |||||||||
| HighMark Wealth Management LLC | 288.848 $ | +3.219 $ | +1,1 % | 285.629 $ | +4.181 $ | +1,5 % | 281.448 $ | +42.067 $ | +17,6 % | |||
| Luken Investment Analytics, LLC | 288.002 $ | +18.042 $ | +6,7 % | 269.960 $ | +3.190 $ | +1,2 % | 266.770 $ | +6.412 $ | +2,5 % | |||
| Foster Victor Wealth Advisors, LLC | 278.268 $ | -9.214 $ | -3,2 % | 287.482 $ | +12.664 $ | +4,6 % | 274.818 $ | +11.585 $ | +4,4 % | |||
| Stillwater Capital Advisors, LLC | 287.326 $ | |||||||||||
| IFC Advisors LLC | 252.267 $ | +15.803 $ | +6,7 % | 236.464 $ | -50.166 $ | -17,5 % | 286.630 $ | -49.601 $ | -14,8 % | |||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 286.360 $ | +5.989 $ | +2,1 % | 280.371 $ | +15.122 $ | +5,7 % | 265.249 $ | +6.375 $ | +2,5 % | |||
| Brady Martz Wealth Solutions, LLC | 286.070 $ | +71.637 $ | +33,4 % | |||||||||
| IMG Wealth Management, Inc. | 159.550 $ | -46.225 $ | -22,5 % | 205.775 $ | -80.050 $ | -28,0 % | 285.825 $ | +110.245 $ | +62,8 % | |||
| Insight Advisors, LLC/ PA | 264.625 $ | -20.761 $ | -7,3 % | 285.386 $ | +3.373 $ | +1,2 % | 282.013 $ | -20.670 $ | -6,8 % | |||
| LexAurum Advisors, LLC | 266.086 $ | -18.729 $ | -6,6 % | 284.815 $ | -10.824 $ | -3,7 % | ||||||
| American National Bank of Texas | 283.993 $ | |||||||||||
| ARGENT CAPITAL MANAGEMENT LLC | 283.269 $ | +17.745 $ | +6,7 % | 265.524 $ | +3.138 $ | +1,2 % | 262.386 $ | +6.306 $ | +2,5 % | |||
| Arlington Trust Co LLC | 283.076 $ | +147.100 $ | +108,2 % | 135.976 $ | +1.607 $ | +1,2 % | 134.369 $ | +47.932 $ | +55,5 % | |||
| Provident Wealth Management, LLC | 282.786 $ | +72.394 $ | +34,4 % | 210.392 $ | +2.487 $ | +1,2 % | 207.905 $ | +4.997 $ | +2,5 % | |||
| Farnam Financial LLC | 282.001 $ | +3.333 $ | +1,2 % | 278.668 $ | +25.207 $ | +9,9 % | ||||||
| LEE DANNER & BASS INC | 280.565 $ | +17.575 $ | +6,7 % | 262.990 $ | +3.109 $ | +1,2 % | 259.881 $ | +6.245 $ | +2,5 % | |||
| Christensen, King & Associates Investment Services, Inc. | 280.039 $ | +17.542 $ | +6,7 % | 262.497 $ | +1.850 $ | +0,7 % | 260.647 $ | +4.796 $ | +1,9 % | |||
| Baring Financial LLC | 279.959 $ | +867 $ | +0,3 % | 279.092 $ | +19.656 $ | +7,6 % | 259.436 $ | +3.066 $ | +1,2 % | 256.370 $ | +35.580 $ | +16,1 % |
| Swan Global Investments, LLC | 279.503 $ | +35.706 $ | +14,6 % | 243.797 $ | -12.059 $ | -4,7 % | 255.856 $ | +6.149 $ | +2,5 % | |||
| Lifeworks Advisors, LLC | 214.973 $ | -59.471 $ | -21,7 % | 274.444 $ | -4.569 $ | -1,6 % | 279.013 $ | +46.726 $ | +20,1 % | |||
| Pacifica Partners Inc. | 274.801 $ | -3.866 $ | -1,4 % | 278.667 $ | +19.389 $ | +7,5 % | 259.278 $ | -17.012 $ | -6,2 % | 276.290 $ | +206.673 $ | +296,9 % |
| Vickerman Investment Advisors, Inc. | 277.764 $ | +17.400 $ | +6,7 % | 260.364 $ | +6.566 $ | +2,6 % | 253.798 $ | +6.100 $ | +2,5 % | |||
| Latitude Advisors, LLC | 277.419 $ | +30.789 $ | +12,5 % | 246.630 $ | +6.563 $ | +2,7 % | 240.067 $ | -62.691 $ | -20,7 % | |||
| Michels Family Financial, LLC | 276.677 $ | +18.404 $ | +7,1 % | 258.273 $ | -8.935 $ | -3,3 % | 267.208 $ | +6.689 $ | +2,6 % | |||
| Bedel Financial Consulting, Inc. | 275.935 $ | |||||||||||
| Integris Wealth Management, LLC | 275.930 $ | +17.285 $ | +6,7 % | 258.645 $ | +3.057 $ | +1,2 % | 255.588 $ | +6.143 $ | +2,5 % | |||
| Indie Asset Partners, LLC | 275.156 $ | +17.236 $ | +6,7 % | 257.920 $ | +11.458 $ | +4,6 % | 246.462 $ | -59.560 $ | -19,5 % | |||
| Polaris Financial Partners | 275.000 $ | |||||||||||
| MBM WEALTH CONSULTANTS, LLC | 273.321 $ | +271.329 $ | +13.620,9 % | 1.992 $ | ||||||||
| RIK SAYLOR FINANCIAL, INC. | 272.968 $ | |||||||||||
| Wealth Forward, LLC | 272.935 $ | +17.097 $ | +6,7 % | 255.838 $ | +3.024 $ | +1,2 % | 252.814 $ | +6.076 $ | +2,5 % | |||
| RETIREMITTEN FINANCIAL LLC | 272.645 $ | +138.751 $ | +103,6 % | 133.894 $ | ||||||||
| Atlas Brown,Inc. | 272.028 $ | +3.740 $ | +1,4 % | 268.288 $ | +16.623 $ | +6,6 % | 251.665 $ | +2.975 $ | +1,2 % | 248.690 $ | +6.036 $ | +2,5 % |
| Cassady Wealth & Retirement Planning, LLC | 270.675 $ | -769 $ | -0,3 % | 271.444 $ | +19.793 $ | +7,9 % | 251.651 $ | |||||
| FINANCIAL LIFE ADVISORS | 270.885 $ | +6.510 $ | +2,5 % | |||||||||
| CAPITAL ADVISORS INC/OK | 270.843 $ | +44.170 $ | +19,5 % | 226.673 $ | +10.995 $ | +5,1 % | 215.678 $ | -10.748 $ | -4,7 % | |||
| WASHINGTON TRUST BANK | 260.187 $ | -10.136 $ | -3,7 % | 270.323 $ | ||||||||
| Knuff & Co LLC | 270.134 $ | +16.922 $ | +6,7 % | 253.212 $ | +2.992 $ | +1,2 % | 250.220 $ | +6.014 $ | +2,5 % | |||
| CRUX WEALTH ADVISORS | 269.819 $ | +20.915 $ | +8,4 % | 248.904 $ | +2.942 $ | +1,2 % | 245.962 $ | -5.620 $ | -2,2 % | |||
| VERUS WEALTH MANAGEMENT, LLC | 269.646 $ | |||||||||||
| Breachway Investments LLC | 269.555 $ | +1.545 $ | +0,6 % | 268.010 $ | +12.334 $ | +4,8 % | 255.676 $ | |||||
| City Center Advisors, LLC | 267.679 $ | |||||||||||
| Contango Wealth Management LLC | 264.076 $ | |||||||||||
| Foundation Wealth Management, LLC | 263.685 $ | +20.440 $ | +8,4 % | 243.245 $ | +2.875 $ | +1,2 % | 240.370 $ | +10.227 $ | +4,4 % | |||
| Pflug Koory, LLC | 263.663 $ | +16.516 $ | +6,7 % | 247.147 $ | +2.921 $ | +1,2 % | 244.226 $ | +5.870 $ | +2,5 % | |||
| Sterling Investment Counsel, LLC | 262.892 $ | +4.789 $ | +1,9 % | 258.103 $ | ||||||||
| AMERIFLEX GROUP, INC. | 262.467 $ | +157.958 $ | +151,1 % | 104.509 $ | -96.479 $ | -48,0 % | ||||||
| CHERRYDALE WEALTH MANAGEMENT, LLC | 262.309 $ | +10.375 $ | +4,1 % | 251.934 $ | +12.818 $ | +5,4 % | 239.116 $ | +10.174 $ | +4,4 % | |||
| Bank OZK | 261.828 $ | +106 $ | +0,0 % | 261.722 $ | +7.656 $ | +3,0 % | 254.066 $ | +6.106 $ | +2,5 % | |||
| KRM WEALTH MANAGEMENT L.L.C. | 261.768 $ | +20.263 $ | +8,4 % | 241.505 $ | +6.075 $ | +2,6 % | 235.430 $ | |||||
| Nova Wealth Management, Inc. | 234.013 $ | -27.076 $ | -10,4 % | 261.089 $ | +173.418 $ | +197,8 % | 87.671 $ | +2.107 $ | +2,5 % | |||
| Oder Investment Management, LLC | 260.837 $ | +17.099 $ | +7,0 % | 243.738 $ | +2.881 $ | +1,2 % | 240.857 $ | |||||
| Altus Wealth Group LLC | 260.669 $ | +16.329 $ | +6,7 % | 244.340 $ | ||||||||
| Vigil Wealth Management, LLC | 260.669 $ | +15.423 $ | +6,3 % | 245.246 $ | +1.467 $ | +0,6 % | 243.779 $ | |||||
| Journey Advisory Group, LLC | 260.573 $ | |||||||||||
| Scientech Research LLC | 259.613 $ | |||||||||||
| Foster Group, Inc. | 259.510 $ | +30.650 $ | +13,4 % | 228.860 $ | +2.705 $ | +1,2 % | 226.155 $ | |||||
| POINCIANA ADVISORS GROUP, LLC | 258.641 $ | +16.202 $ | +6,7 % | 242.439 $ | +2.865 $ | +1,2 % | 239.574 $ | +5.758 $ | +2,5 % | |||
| JB Capital LLC | 258.537 $ | +47.864 $ | +22,7 % | 210.673 $ | +2.490 $ | +1,2 % | 208.183 $ | -76.045 $ | -26,8 % | |||
| Laurel Wealth Planning LLC | 200.983 $ | -56.847 $ | -22,0 % | 257.830 $ | +50.819 $ | +24,5 % | 207.011 $ | +4.975 $ | +2,5 % | |||
| FourThought Financial Partners, LLC | 257.376 $ | |||||||||||
| Tiller Private Wealth, Inc. | 240.002 $ | -16.651 $ | -6,5 % | 256.653 $ | +16.005 $ | +6,7 % | 240.648 $ | -13.861 $ | -5,4 % | |||
| Chesapeake Wealth Management | 256.226 $ | +28.272 $ | +12,4 % | 227.954 $ | ||||||||
| Smithfield Trust Co | 256.000 $ | +16.000 $ | +6,7 % | 240.000 $ | +2.000 $ | +0,8 % | 238.000 $ | +7.000 $ | +3,0 % | |||
| Keeler Thomas Management LLC | 254.663 $ | |||||||||||
| Willis Investment Counsel | 254.392 $ | +15.936 $ | +6,7 % | 238.456 $ | +2.818 $ | +1,2 % | 235.638 $ | +5.663 $ | +2,5 % | |||
| NATURAL INVESTMENTS, LLC | 253.000 $ | +15.000 $ | +6,3 % | 238.000 $ | +4.000 $ | +1,7 % | 234.000 $ | |||||
| American Capital Advisory, LLC | 252.764 $ | +17.056 $ | +7,2 % | 235.708 $ | +8.512 $ | +3,7 % | 227.196 $ | -25.927 $ | -10,2 % | |||
| L.K. Benson & Company, P.C. | 252.653 $ | +15.827 $ | +6,7 % | 236.826 $ | ||||||||
| WealthBridge Capital Management, LLC | 244.058 $ | +15.289 $ | +6,7 % | 228.769 $ | -22.971 $ | -9,1 % | 251.740 $ | +9.979 $ | +4,1 % | |||
| DENVER WEALTH MANAGEMENT, INC. | 250.488 $ | |||||||||||
| ETF Store, Inc. | 250.287 $ | |||||||||||
| First National Advisers, LLC | 250.142 $ | +15.669 $ | +6,7 % | 234.473 $ | +2.772 $ | +1,2 % | 231.701 $ | +5.568 $ | +2,5 % | |||
| PRECEDENT WEALTH PARTNERS, LLC | 250.041 $ | |||||||||||
| Tanglewood Legacy Advisors, LLC | 249.949 $ | +15.657 $ | +6,7 % | 234.292 $ | +2.769 $ | +1,2 % | 231.523 $ | +16.566 $ | +7,7 % | |||
| Riverstone Advisors, LLC | 249.747 $ | +17.504 $ | +7,5 % | 232.243 $ | ||||||||
| Worth Financial Advisory Group, LLC | 246.250 $ | -3.379 $ | -1,4 % | 249.629 $ | ||||||||
| Napier Financial, LLC | 247.729 $ | +16.605 $ | +7,2 % | 231.124 $ | ||||||||
| Financial Sense Advisors, Inc. | 247.419 $ | +5.071 $ | +2,1 % | 242.348 $ | +19.445 $ | +8,7 % | ||||||
| Financial & Tax Architects, LLC | 247.418 $ | |||||||||||
| Stockman Wealth Management, Inc. | 247.342 $ | |||||||||||
| FAYEZ SAROFIM & CO | 247.245 $ | +15.488 $ | +6,7 % | 231.757 $ | +2.739 $ | +1,2 % | 229.018 $ | +5.504 $ | +2,5 % | |||
| CogentBlue Wealth Advisors, LLC | 215.388 $ | -31.180 $ | -12,6 % | 246.568 $ | ||||||||
| MILLENNIUM MANAGEMENT LLC | 246.462 $ | +16.400 $ | +7,1 % | |||||||||
| SeedSafe Financial LLC | 246.182 $ | +15.421 $ | +6,7 % | 230.761 $ | +2.727 $ | +1,2 % | 228.034 $ | |||||
| MY Wealth Management Inc. | 245.410 $ | +18.092 $ | +8,0 % | 227.318 $ | +5.463 $ | +2,5 % | ||||||
| Sincerus Advisory, LLC | 244.822 $ | +15.631 $ | +6,8 % | 229.191 $ | +15.198 $ | +7,1 % | 213.993 $ | +2.530 $ | +1,2 % | 211.463 $ | +6.026 $ | +2,9 % |
| ShoreHaven Wealth Partners, LLC | 244.373 $ | +15.309 $ | +6,7 % | 229.064 $ | +2.707 $ | +1,2 % | 226.357 $ | +5.440 $ | +2,5 % | |||
| Presidio Capital Management, LLC | 224.935 $ | +1.054 $ | +0,5 % | 223.881 $ | -20.434 $ | -8,4 % | 244.315 $ | |||||
| SFE Investment Counsel | 243.331 $ | |||||||||||
| Eldridge Investment Advisors, Inc. | 243.188 $ | +15.233 $ | +6,7 % | 227.955 $ | ||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 242.528 $ | +2.093 $ | +0,9 % | 240.435 $ | +14.147 $ | +6,3 % | 226.288 $ | |||||
| Tevis Investment Management | 242.460 $ | +0 $ | +0,0 % | |||||||||
| Elevated Financial Group LLC | 241.081 $ | |||||||||||
| KERR FINANCIAL PLANNING Corp | 236.555 $ | -3.878 $ | -1,6 % | 240.433 $ | +27.204 $ | +12,8 % | 213.229 $ | +4.726 $ | +2,3 % | |||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 231.599 $ | +14.508 $ | +6,7 % | 217.091 $ | -21.767 $ | -9,1 % | 238.858 $ | |||||
| Elite Life Management LLC | 238.495 $ | +6.532 $ | +2,8 % | 231.963 $ | +3.910 $ | +1,7 % | 228.053 $ | +19.191 $ | +9,2 % | |||
| AVALON CAPITAL MANAGEMENT | 238.070 $ | |||||||||||
| Bouvel Investment Partners, LLC | 237.973 $ | +17.351 $ | +7,9 % | 220.622 $ | +2.608 $ | +1,2 % | 218.014 $ | |||||
| ProVise Management Group, LLC | 237.973 $ | +21.335 $ | +9,8 % | 216.638 $ | -34 $ | -0,0 % | 216.672 $ | +5.207 $ | +2,5 % | |||
| Almanack Investment Partners, LLC. | 237.874 $ | |||||||||||
| KLCM Advisors, Inc. | 236.718 $ | +14.829 $ | +6,7 % | 221.889 $ | ||||||||
| Oxinas Partners, LLC | 234.505 $ | -1.826 $ | -0,8 % | 236.331 $ | +23.280 $ | +10,9 % | 213.051 $ | -28.065 $ | -11,6 % | |||
| Arbor Wealth Advisors LLC | 235.128 $ | +728 $ | +0,3 % | 234.400 $ | +14.684 $ | +6,7 % | 219.716 $ | +2.597 $ | +1,2 % | 217.119 $ | -34.508 $ | -13,7 % |
| GREENUP STREET WEALTH MANAGEMENT LLC | 235.039 $ | +31.468 $ | +15,5 % | 203.571 $ | ||||||||
| Flagship Private Wealth, LLC | 234.902 $ | +8.109 $ | +3,6 % | 226.793 $ | +5.810 $ | +2,6 % | ||||||
| KFG WEALTH MANAGEMENT, LLC | 234.033 $ | +25.033 $ | +12,0 % | 209.000 $ | -4.597 $ | -2,2 % | 213.597 $ | -147.384 $ | -40,8 % | |||
| Flagstone Financial Management | 233.531 $ | +14.630 $ | +6,7 % | 218.901 $ | +2.587 $ | +1,2 % | 216.314 $ | +5.198 $ | +2,5 % | |||
| Transcendent Capital Group LLC | 232.996 $ | +1.088 $ | +0,5 % | 231.908 $ | +4.351 $ | +1,9 % | 227.557 $ | +7.466 $ | +3,4 % | |||
| BANK OF NOVA SCOTIA | 232.328 $ | +5.584 $ | +2,5 % | |||||||||
| Arsenal Capital Advisors LLC | 232.082 $ | +18.069 $ | +8,4 % | 214.013 $ | +5.482 $ | +2,6 % | 208.531 $ | |||||
| Annex Advisory Services, LLC | 201.176 $ | -30.552 $ | -13,2 % | 231.728 $ | ||||||||
| Shotwell Rutter Baer Inc | 231.695 $ | +14.514 $ | +6,7 % | 217.181 $ | -1.944 $ | -0,9 % | 219.125 $ | +6.885 $ | +3,2 % | |||
| Baker Avenue Asset Management, LP | 231.475 $ | |||||||||||
| Inlight Wealth Management, LLC | 230.150 $ | +14.417 $ | +6,7 % | 215.733 $ | ||||||||
| apricus wealth, LLC | 229.281 $ | |||||||||||
| OBSIDIAN CIO, LLC | 165.536 $ | -63.716 $ | -27,8 % | 229.252 $ | +18.078 $ | +8,6 % | 211.174 $ | -3.184.196 $ | -93,8 % | |||
| WealthTrust Axiom LLC | 229.041 $ | +28.127 $ | +14,0 % | 200.914 $ | -5.133 $ | -2,5 % | 206.047 $ | |||||
| Carson Advisory Inc. | 227.775 $ | |||||||||||
| Triumph Capital Management | 191.263 $ | -36.092 $ | -15,9 % | 227.355 $ | +4.624 $ | +2,1 % | 222.731 $ | |||||
| HARBOR ADVISORY CORP /MA/ | 227.156 $ | +14.229 $ | +6,7 % | 212.927 $ | +2.517 $ | +1,2 % | 210.410 $ | +5.057 $ | +2,5 % | |||
| Canal Capital Management, LLC | 226.713 $ | +8.222 $ | +3,8 % | |||||||||
| Causey Wealth LLC | 201.661 $ | -24.963 $ | -11,0 % | 226.624 $ | +8.341 $ | +3,8 % | ||||||
| Gilman Hill Asset Management, LLC | 225.963 $ | +7.949 $ | +3,6 % | 218.014 $ | ||||||||
| PROFFITT & GOODSON INC | 225.901 $ | +74.082 $ | +48,8 % | 151.819 $ | -67.985 $ | -30,9 % | 219.804 $ | +5.283 $ | +2,5 % | |||
| Richardson Capital Management LLC | 225.780 $ | +15.760 $ | +7,5 % | 210.020 $ | +2.482 $ | +1,2 % | 207.538 $ | +294 $ | +0,1 % | |||
| Aegis Wealth Management, Inc. | 224.859 $ | |||||||||||
| LEGACY SOLUTIONS, LLC | 224.097 $ | +694 $ | +0,3 % | 223.403 $ | ||||||||
| ABNER HERRMAN & BROCK LLC | 224.000 $ | |||||||||||
| Hamilton Point Investment Advisors, LLC | 223.925 $ | +14.027 $ | +6,7 % | 209.898 $ | -5.123 $ | -2,4 % | 215.021 $ | |||||
| Ashford Advisors, LLC | 223.583 $ | +14.006 $ | +6,7 % | 209.577 $ | +2.477 $ | +1,2 % | 207.100 $ | +4.977 $ | +2,5 % | |||
| New Harbor Financial Group, LLC | 223.293 $ | |||||||||||
| Guardian Partners Inc. | 223.100 $ | +13.856 $ | +6,6 % | 209.244 $ | -6.423 $ | -3,0 % | 215.667 $ | |||||
| Valtinson Bruner Financial Planning LLC | 205.981 $ | -1.829 $ | -0,9 % | 207.810 $ | -14.720 $ | -6,6 % | 222.530 $ | +5.477 $ | +2,5 % | |||
| Onyx Bridge Wealth Group LLC | 211.900 $ | +1.722 $ | +0,8 % | 210.178 $ | -11.829 $ | -5,3 % | 222.007 $ | |||||
| Alpha Zero LLC | 221.193 $ | |||||||||||
| Sterling Wealth Management, Inc. | 221.072 $ | |||||||||||
| WoodTrust Financial Corp | 220.000 $ | |||||||||||
| LifeGoal Investments, LLC | 219.889 $ | +681 $ | +0,3 % | 219.208 $ | +12.204 $ | +5,9 % | 207.004 $ | +5.518 $ | +2,7 % | 201.486 $ | ||
| TRUSTMARK BANK TRUST DEPARTMENT | 219.623 $ | +13.758 $ | +6,7 % | 205.865 $ | +2.433 $ | +1,2 % | 203.432 $ | |||||
| Factor Wealth Management LTD | 205.038 $ | +635 $ | +0,3 % | 204.403 $ | -3.795 $ | -1,8 % | 208.198 $ | -11.190 $ | -5,1 % | 219.388 $ | ||
| Wayfinding Financial, LLC | 219.000 $ | |||||||||||
| Poehling Capital Management, INC. | 218.640 $ | +5.254 $ | +2,5 % | |||||||||
| Tenon Financial LLC | 202.460 $ | -15.925 $ | -7,3 % | 218.385 $ | ||||||||
| JHP Wealth Management, LLC | 218.279 $ | |||||||||||
| Mirador Capital Partners LP | 217.968 $ | -51.113 $ | -19,0 % | |||||||||
| Brindle & Bay Financial Advisors, LLC | 217.194 $ | +16.364 $ | +8,1 % | 200.830 $ | ||||||||
| 1900 WEALTH MANAGEMENT LLC | 216.919 $ | |||||||||||
| Bensler, LLC | 216.819 $ | +15.689 $ | +7,8 % | |||||||||
| HFG Advisors, Inc. | 216.340 $ | +13.553 $ | +6,7 % | 202.787 $ | +2.397 $ | +1,2 % | 200.390 $ | |||||
| TILIA FIDUCIARY PARTNERS, INC. | 215.277 $ | |||||||||||
| Point72 Asset Management, L.P. | 214.704 $ | |||||||||||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 214.630 $ | +4.450 $ | +2,1 % | 210.180 $ | -21.925 $ | -9,4 % | ||||||
| E&G Advisors, LLC | 214.214 $ | +13.418 $ | +6,7 % | 200.796 $ | ||||||||
| FLC Capital Advisors | 214.103 $ | -24.079 $ | -10,1 % | |||||||||
| Capstone Financial Advisors, Inc. | 214.022 $ | |||||||||||
| Meridian Wealth Partners, LLC | 203.977 $ | -9.855 $ | -4,6 % | 213.832 $ | ||||||||
| LAVELLE CAPITAL LP | 213.538 $ | +13.376 $ | +6,7 % | 200.162 $ | ||||||||
| Cauble & Harre Wealth Management, Inc. | 213.452 $ | |||||||||||
| Mawer Investment Management Ltd. | 213.442 $ | |||||||||||
| ARMSTRONG ADVISORY GROUP, INC | 213.233 $ | +660 $ | +0,3 % | 212.573 $ | +13.316 $ | +6,7 % | 199.257 $ | +2.355 $ | +1,2 % | 196.902 $ | +4.732 $ | +2,5 % |
| Piscataqua Savings Bank | 212.664 $ | +13.232 $ | +6,6 % | 199.432 $ | +2.357 $ | +1,2 % | 197.075 $ | +36.778 $ | +22,9 % | |||
| Summit Financial Strategies, Inc. | 202.425 $ | -9.953 $ | -4,7 % | 212.378 $ | ||||||||
| HHM Wealth Advisors, LLC | 212.283 $ | +147.735 $ | +228,9 % | 64.548 $ | -5.142 $ | -7,4 % | 69.690 $ | -6.096 $ | -8,0 % | |||
| BOS Asset Management, LLC | 212.264 $ | +657 $ | +0,3 % | 211.607 $ | ||||||||
| Clearwater Capital Advisors, LLC | 211.704 $ | +9.369 $ | +4,6 % | 202.335 $ | +1.958 $ | +1,0 % | ||||||
| Emprise Bank | 200.445 $ | -79 $ | -0,0 % | 200.524 $ | -10.870 $ | -5,1 % | 211.394 $ | -12.382 $ | -5,5 % | |||
| Freedom Day Solutions, LLC | 211.185 $ | |||||||||||
| CAPITAL INSIGHT PARTNERS, LLC | 211.037 $ | +5.072 $ | +2,5 % | |||||||||
| Lakeridge Wealth Management LLC | 209.965 $ | |||||||||||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 209.521 $ | |||||||||||
| Pekin Hardy Strauss, Inc. | 209.096 $ | |||||||||||
| Bellecapital International Ltd. | 208.621 $ | +5.014 $ | +2,5 % | |||||||||
| Safeguard Investment Advisory Group, LLC | 208.562 $ | -40.424 $ | -16,2 % | |||||||||
| Catalina Capital Group, LLC | 206.948 $ | |||||||||||
| J.P. Marvel Investment Advisors, LLC | 205.716 $ | |||||||||||
| Evelyn Partners Asset Management Ltd | 205.594 $ | +133.937 $ | +186,9 % | 71.657 $ | +1.722 $ | +2,5 % | ||||||
| Signature Equity Partners, LLC | 167.513 $ | -23.627 $ | -12,4 % | 191.140 $ | -14.406 $ | -7,0 % | 205.546 $ | |||||
| Your Advocates Ltd., LLP | 205.136 $ | +23.623 $ | +13,0 % | 181.513 $ | +2.146 $ | +1,2 % | 179.367 $ | +4.310 $ | +2,5 % | |||
| PURSUE WEALTH PARTNERS LLC | 205.000 $ | +2.000 $ | +1,0 % | 203.000 $ | ||||||||
| Cornerstone Wealth Group, LLC | 204.720 $ | |||||||||||
| Murphy, Middleton, Hinkle & Parker, Inc. | 204.653 $ | |||||||||||
| Rollins Financial Advisors, LLC | 203.687 $ | |||||||||||
| Checchi Capital Advisers, LLC | 203.494 $ | |||||||||||
| Axis Wealth Partners, LLC | 202.317 $ | -67.367 $ | -25,0 % | |||||||||
| Prosperity Planning, Inc. | 200.004 $ | -346 $ | -0,2 % | 200.350 $ | -1.663 $ | -0,8 % | 202.013 $ | +777 $ | +0,4 % | 201.236 $ | -1.537 $ | -0,8 % |
| Annis Gardner Whiting Capital Advisors, LLC | 136.791 $ | -61.184 $ | -30,9 % | 197.975 $ | +60.636 $ | +44,2 % | ||||||
| UNC Management Company, Inc. | 196.780 $ | +63.611 $ | +47,8 % | 133.169 $ | ||||||||
| Nalls Sherbakoff Group, LLC | 196.294 $ | +15.234 $ | +8,4 % | 181.060 $ | +2.140 $ | +1,2 % | 178.920 $ | +4.300 $ | +2,5 % | |||
| Gen-Wealth Partners Inc | 195.188 $ | +12.227 $ | +6,7 % | 182.961 $ | +2.162 $ | +1,2 % | 180.799 $ | +4.345 $ | +2,5 % | |||
| Private Wealth Management Group, LLC | 187.752 $ | +11.761 $ | +6,7 % | 175.991 $ | +1.722 $ | +1,0 % | 174.269 $ | +4.538 $ | +2,7 % | |||
| Allied Private Wealth LLC | 187.144 $ | |||||||||||
| Planning Strategies Inc. | 181.262 $ | +25.092 $ | +16,1 % | 156.170 $ | ||||||||
| Smallwood Wealth Investment Management, LLC | 46.068 $ | +2.886 $ | +6,7 % | 43.182 $ | -135.201 $ | -75,8 % | 178.383 $ | +4.287 $ | +2,5 % | |||
| SFAM, LLC | 178.163 $ | +142.675 $ | +402,0 % | 35.488 $ | ||||||||
| STRATEGIC ADVISORY PARTNERS, LLC | 177.439 $ | |||||||||||
| ORG Partners LLC | 176.239 $ | +32.676 $ | +22,8 % | |||||||||
| McIlrath & Eck, LLC | 175.273 $ | +158.294 $ | +932,3 % | |||||||||
| BFSG, LLC | 175.197 $ | +15.683 $ | +9,8 % | 159.514 $ | +1.885 $ | +1,2 % | 157.629 $ | -1.885.164 $ | -92,3 % | |||
| First Pacific Advisors, LP | 174.312 $ | +167.710 $ | +2.540,3 % | 6.602 $ | -6.877 $ | -51,0 % | 13.479 $ | |||||
| Marquette Asset Management, LLC | 173.416 $ | +91.709 $ | +112,2 % | 81.707 $ | +5.118 $ | +6,7 % | 76.589 $ | |||||
| DecisionPoint Financial, LLC | 166.891 $ | +35.984 $ | +27,5 % | 130.907 $ | -11.156 $ | -7,9 % | 142.063 $ | +130.811 $ | +1.162,6 % | |||
| SJS Investment Consulting Inc. | 154.818 $ | +9.698 $ | +6,7 % | 145.120 $ | -20.739 $ | -12,5 % | 165.859 $ | +26.337 $ | +18,9 % | |||
| First Bancorp, Inc /ME/ | 165.538 $ | |||||||||||
| GILL CAPITAL PARTNERS, LLC | 164.470 $ | +10.626 $ | +6,9 % | 153.844 $ | ||||||||
| Bank of New Hampshire | 163.727 $ | +507 $ | +0,3 % | 163.220 $ | +83.191 $ | +104,0 % | 80.029 $ | |||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 162.419 $ | +25.357 $ | +18,5 % | 137.062 $ | +1.620 $ | +1,2 % | 135.442 $ | +3.255 $ | +2,5 % | |||
| Pinnacle Wealth Planning Services, Inc. | 97.063 $ | +6.080 $ | +6,7 % | 90.983 $ | -70.492 $ | -43,7 % | 161.475 $ | |||||
| Concord Wealth Partners | 145.361 $ | -15.889 $ | -9,9 % | 161.250 $ | -97.239 $ | -37,6 % | ||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 160.547 $ | |||||||||||
| LFA - Lugano Financial Advisors SA | 157.232 $ | +9.849 $ | +6,7 % | 147.383 $ | +1.742 $ | +1,2 % | 145.641 $ | +3.500 $ | +2,5 % | |||
| Bradley & Co. Private Wealth Management, LLC | 156.169 $ | +9.782 $ | +6,7 % | 146.387 $ | +1.731 $ | +1,2 % | 144.656 $ | +3.476 $ | +2,5 % | |||
| Prestige Wealth Management Group LLC | 155.591 $ | +24.956 $ | +19,1 % | 130.635 $ | +1.544 $ | +1,2 % | 129.091 $ | |||||
| Oakworth Capital, Inc. | 155.073 $ | +9.411 $ | +6,5 % | 145.662 $ | +1.720 $ | +1,2 % | 143.942 $ | +3.460 $ | +2,5 % | |||
| North Ridge Wealth Advisors, Inc. | 147.293 $ | -4.968 $ | -3,3 % | 152.261 $ | -15.811 $ | -9,4 % | ||||||
| United Financial Planning Group LLC | 150.182 $ | +9.408 $ | +6,7 % | 140.774 $ | -8.535 $ | -5,7 % | 149.309 $ | |||||
| Windsor Advisory Group, LLC | 148.741 $ | |||||||||||
| Canton Hathaway, LLC | 144.677 $ | |||||||||||
| CGC Financial Services, LLC | 144.677 $ | +9.063 $ | +6,7 % | 135.614 $ | -7 $ | -0,0 % | 135.621 $ | +4.831 $ | +3,7 % | |||
| Tradewinds Capital Management, LLC | 130.094 $ | +8.150 $ | +6,7 % | 121.944 $ | -18.598 $ | -13,2 % | 140.542 $ | +3.377 $ | +2,5 % | |||
| MCDONALD PARTNERS LLC | 138.496 $ | |||||||||||
| MPWM ADVISORY SOLUTIONS, LLC | 108.821 $ | +3.554 $ | +3,4 % | 105.267 $ | -32.958 $ | -23,8 % | 138.225 $ | +5.165 $ | +3,9 % | |||
| First Pacific Financial | 134.004 $ | -1.052 $ | -0,8 % | 135.056 $ | +92.577 $ | +217,9 % | 42.479 $ | -20.297 $ | -32,3 % | |||
| Hilton Head Capital Partners, LLC | 133.561 $ | +9.597 $ | +7,7 % | 123.964 $ | +1.465 $ | +1,2 % | 122.499 $ | |||||
| Bell Investment Advisors, Inc | 16.226 $ | +1.016 $ | +6,7 % | 15.210 $ | -116.655 $ | -88,5 % | 131.865 $ | +3.170 $ | +2,5 % | |||
| FIRST COMMUNITY TRUST NA | 123.425 $ | -7.344 $ | -5,6 % | 130.769 $ | +42.050 $ | +47,4 % | 88.719 $ | +28.960 $ | +48,5 % | 59.759 $ | +9.643 $ | +19,2 % |
| MRP Capital Investments, LLC | 130.094 $ | +8.150 $ | +6,7 % | 121.944 $ | +51.270 $ | +72,5 % | 70.674 $ | +4.724 $ | +7,2 % | |||
| Robinswood Financial LLC | 28.626 $ | +2.144 $ | +8,1 % | 26.482 $ | -101.637 $ | -79,3 % | 128.119 $ | +5.351 $ | +4,4 % | |||
| Holos Integrated Wealth LLC | 125.531 $ | +6.806 $ | +5,7 % | 118.725 $ | +1.812 $ | +1,5 % | 116.913 $ | +23.764 $ | +25,5 % | |||
| Indiana Trust & Investment Management Co | 124.781 $ | +16.779 $ | +15,5 % | 108.002 $ | +1.276 $ | +1,2 % | 106.726 $ | +2.565 $ | +2,5 % | |||
| Salomon & Ludwin, LLC | 124.616 $ | +9.714 $ | +8,5 % | 114.902 $ | -2.664 $ | -2,3 % | 117.566 $ | -58 $ | -0,0 % | |||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 122.323 $ | +7.662 $ | +6,7 % | 114.661 $ | ||||||||
| Hanson & Doremus Investment Management | 121.000 $ | +7.000 $ | +6,1 % | 114.000 $ | +59.000 $ | +107,3 % | 55.000 $ | +10.000 $ | +22,2 % | |||
| Newton One Investments LLC | 92.834 $ | +8.550 $ | +10,1 % | 84.284 $ | -34.941 $ | -29,3 % | 119.225 $ | -2.024 $ | -1,7 % | |||
| TUCKER ASSET MANAGEMENT LLC | 118.987 $ | +11.166 $ | +10,4 % | 107.821 $ | +20.508 $ | +23,5 % | 87.313 $ | +4.980 $ | +6,0 % | |||
| TRUST CO OF TOLEDO NA /OH/ | 82.576 $ | -893 $ | -1,1 % | 83.469 $ | -34.797 $ | -29,4 % | 118.266 $ | +2.842 $ | +2,5 % | |||
| Harbor Asset Planning, Inc. | 68.090 $ | -47.511 $ | -41,1 % | 115.601 $ | +1.367 $ | +1,2 % | 114.234 $ | +4.859 $ | +4,4 % | |||
| Pandora Wealth, Inc. | 114.509 $ | +2.752 $ | +2,5 % | |||||||||
| Investors Research Corp | 106.471 $ | +426 $ | +0,4 % | 106.045 $ | -7.842 $ | -6,9 % | 113.887 $ | +1.346 $ | +1,2 % | 112.541 $ | +2.705 $ | +2,5 % |
| Silver Grove Financial Group, Inc. | 110.990 $ | +65.050 $ | +141,6 % | 45.940 $ | ||||||||
| Stone House Investment Management, LLC | 108.544 $ | +6.513 $ | +6,4 % | 102.031 $ | +3.890 $ | +4,0 % | 98.141 $ | +262 $ | +0,3 % | |||
| N.E.W. Advisory Services LLC | 107.069 $ | +3.871 $ | +3,8 % | 103.198 $ | +1.375 $ | +1,4 % | 101.823 $ | +5.109 $ | +5,3 % | |||
| Global Assets Advisory, LLC | 106.994 $ | |||||||||||
| SRH ADVISORS, LLC | 106.431 $ | +6.667 $ | +6,7 % | 99.764 $ | +7.978 $ | +8,7 % | 91.786 $ | +2.206 $ | +2,5 % | |||
| Pillar Financial Advisors, LLC | 104.886 $ | +6.570 $ | +6,7 % | 98.316 $ | +1.162 $ | +1,2 % | 97.154 $ | +2.335 $ | +2,5 % | |||
| Morse Asset Management, Inc | 101.409 $ | +6.352 $ | +6,7 % | 95.057 $ | +5.597 $ | +6,3 % | 89.460 $ | |||||
| Cliffwater LLC | 100.057 $ | +6.268 $ | +6,7 % | 93.789 $ | +1.108 $ | +1,2 % | 92.681 $ | +2.228 $ | +2,5 % | |||
| Minot DeBlois Advisors LLC | 90.302 $ | +4.298 $ | +5,0 % | 86.004 $ | -12.402 $ | -12,6 % | 98.406 $ | -5.493 $ | -5,3 % | |||
| Sunrise Financial Services, LLC | 64.322 $ | -33.450 $ | -34,2 % | 97.772 $ | ||||||||
| IFC & Insurance Marketing, Inc. | 97.000 $ | |||||||||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 93.489 $ | +89.144 $ | +2.051,6 % | 4.345 $ | +767 $ | +21,4 % | 3.578 $ | -3.319 $ | -48,1 % | |||
| Moisand Fitzgerald Tamayo, LLC | 93.393 $ | +63.155 $ | +208,9 % | 30.238 $ | +358 $ | +1,2 % | 29.880 $ | +718 $ | +2,5 % | |||
| CALDWELL SUTTER CAPITAL, INC. | 79.682 $ | -12.166 $ | -13,2 % | 91.848 $ | -1.330 $ | -1,4 % | 93.178 $ | +2.899 $ | +3,2 % | |||
| Wealth Preservation Advisors, LLC | 92.949 $ | +2.234 $ | +2,5 % | |||||||||
| Markowski Investments | 90.399 $ | |||||||||||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 89.819 $ | +5.626 $ | +6,7 % | 84.193 $ | +70.595 $ | +519,2 % | 13.598 $ | +327 $ | +2,5 % | |||
| PlanVest Financial, Inc | 89.337 $ | +5.597 $ | +6,7 % | 83.740 $ | ||||||||
| Roxbury Financial LLC | 88.898 $ | +3.656 $ | +4,3 % | 85.242 $ | +5.340 $ | +6,7 % | 79.902 $ | +944 $ | +1,2 % | 78.958 $ | +2.371 $ | +3,1 % |
| Pioneer Family Office, LLC | 87.501 $ | +5.481 $ | +6,7 % | 82.020 $ | +969 $ | +1,2 % | 81.051 $ | |||||
| DELTA ASSET MANAGEMENT LLC/TN | 86.922 $ | +5.445 $ | +6,7 % | 81.477 $ | +963 $ | +1,2 % | 80.514 $ | +1.935 $ | +2,5 % | |||
| COMPASS FINANCIAL MANAGEMENT LLC | 86.048 $ | |||||||||||
| Kingdom Financial Group LLC. | 83.887 $ | +45.998 $ | +121,4 % | 37.889 $ | -34.400 $ | -47,6 % | 72.289 $ | |||||
| First PREMIER Bank | 83.000 $ | +5.000 $ | +6,4 % | 78.000 $ | +1.000 $ | +1,3 % | 77.000 $ | +2.000 $ | +2,7 % | |||
| Essential Partners LLC | 81.417 $ | +4.195 $ | +5,4 % | 77.222 $ | +913 $ | +1,2 % | 76.309 $ | +1.834 $ | +2,5 % | |||
| PFS Partners, LLC | 81.322 $ | +5.181 $ | +6,8 % | 76.141 $ | +899 $ | +1,2 % | 75.242 $ | +1.907 $ | +2,6 % | |||
| American Wealth Advisors, LLC | 80.531 $ | +7.792 $ | +10,7 % | |||||||||
| Front Row Advisors LLC | 79.498 $ | +9.337 $ | +13,3 % | 70.161 $ | +829 $ | +1,2 % | 69.332 $ | +1.667 $ | +2,5 % | |||
| ATWOOD & PALMER INC | 78.667 $ | +244 $ | +0,3 % | 78.423 $ | +4.912 $ | +6,7 % | 73.511 $ | +869 $ | +1,2 % | 72.642 $ | +14.755 $ | +25,5 % |
| FIDUCIARY ADVISORS, INC. | 77.941 $ | +9.862 $ | +14,5 % | 68.079 $ | +805 $ | +1,2 % | 67.274 $ | +1.616 $ | +2,5 % | |||
| Rice Partnership, LLC | 77.584 $ | +917 $ | +1,2 % | 76.667 $ | -1.912 $ | -2,4 % | ||||||
| High Note Wealth, LLC | 76.395 $ | +4.786 $ | +6,7 % | 71.609 $ | ||||||||
| TOTH FINANCIAL ADVISORY CORP | 76.342 $ | +16.945 $ | +28,5 % | 59.397 $ | +3.721 $ | +6,7 % | 55.676 $ | +658 $ | +1,2 % | 55.018 $ | +1.322 $ | +2,5 % |
| Addison Advisors LLC | 65.965 $ | -10.352 $ | -13,6 % | 76.317 $ | +15.215 $ | +24,9 % | 61.102 $ | -85.230 $ | -58,2 % | |||
| Darwin Wealth Management, LLC | 73.756 $ | +5.307 $ | +7,8 % | 68.449 $ | +22.834 $ | +50,1 % | 45.615 $ | -104.232 $ | -69,6 % | |||
| Twin Lakes Capital Management, LLC | 72.825 $ | +5.652 $ | +8,4 % | 67.173 $ | +794 $ | +1,2 % | 66.379 $ | +1.595 $ | +2,5 % | |||
| MTM Investment Management, LLC | 72.628 $ | +11.068 $ | +18,0 % | 61.560 $ | +727 $ | +1,2 % | 60.833 $ | +1.462 $ | +2,5 % | |||
| SECURITY NATIONAL BANK OF SO DAK | 71.662 $ | |||||||||||
| Banque Transatlantique SA | 60.845 $ | -10.221 $ | -14,4 % | 71.066 $ | ||||||||
| Orion Capital Management LLC | 45.489 $ | -24.762 $ | -35,2 % | 70.251 $ | +58.532 $ | +499,5 % | 11.719 $ | +281 $ | +2,5 % | |||
| ABOUND FINANCIAL, LLC | 68.571 $ | +4.295 $ | +6,7 % | 64.276 $ | +760 $ | +1,2 % | 63.516 $ | |||||
| Redwood Park Advisors LLC | 68.119 $ | +13.684 $ | +25,1 % | 54.435 $ | -3.808 $ | -6,5 % | 58.243 $ | -35.030 $ | -37,6 % | |||
| SITTNER & NELSON, LLC | 67.896 $ | +8.327 $ | +14,0 % | 59.569 $ | -3.376 $ | -5,4 % | 62.945 $ | +5.495 $ | +9,6 % | |||
| Chung Wu Investment Group, LLC | 67.606 $ | |||||||||||
| Tower Research Capital LLC (TRC) | 66.254 $ | +37.895 $ | +133,6 % | 28.359 $ | -6.216 $ | -18,0 % | ||||||
| Southern Farm Bureau Life Insurance | 66.192 $ | +4.361 $ | +7,1 % | 61.831 $ | +638 $ | +1,0 % | 61.193 $ | +1.286 $ | +2,1 % | |||
| Tacita Capital Inc | 65.095 $ | +4.893 $ | +8,1 % | 60.202 $ | +711 $ | +1,2 % | 59.491 $ | +1.430 $ | +2,5 % | |||
| UNION SAVINGS BANK | 64.515 $ | -576 $ | -0,9 % | 65.091 $ | +770 $ | +1,2 % | 64.321 $ | |||||
| FLAGSHIP WEALTH ADVISORS, LLC | 64.129 $ | +55.113 $ | +611,3 % | 9.016 $ | -413 $ | -4,4 % | ||||||
| Global Trust Asset Management, LLC | 38.632 $ | -25.101 $ | -39,4 % | 63.733 $ | +753 $ | +1,2 % | 62.980 $ | -265.568 $ | -80,8 % | |||
| Birchwood Financial Partners, Inc. | 63.314 $ | +4.914 $ | +8,4 % | 58.400 $ | +690 $ | +1,2 % | 57.710 $ | |||||
| Trifecta Capital Advisors, LLC | 60.363 $ | |||||||||||
| Missouri Trust & Investment Co | 59.750 $ | +706 $ | +1,2 % | 59.044 $ | +1.419 $ | +2,5 % | ||||||
| PIN OAK INVESTMENT ADVISORS INC | 59.000 $ | +3.000 $ | +5,4 % | 56.000 $ | -3.000 $ | -5,1 % | 59.000 $ | +5.304 $ | +9,9 % | |||
| Wilkerson Advisory Group LLC | 58.817 $ | +30.600 $ | +108,4 % | 28.217 $ | -919 $ | -3,2 % | 29.136 $ | |||||
| Aventura Private Wealth, LLC | 56.789 $ | +3.557 $ | +6,7 % | 53.232 $ | +630 $ | +1,2 % | 52.602 $ | +1.264 $ | +2,5 % | |||
| Networth Advisors, LLC | 21.786 $ | -34.524 $ | -61,3 % | 56.310 $ | +22.763 $ | +67,9 % | 33.547 $ | |||||
| Reyes Financial Architecture, Inc. | 54.857 $ | +3.436 $ | +6,7 % | 51.421 $ | +4.633 $ | +9,9 % | 46.788 $ | +24.437 $ | +109,3 % | |||
| Strategic Investment Solutions, Inc. /IL | 53.865 $ | +3.624 $ | +7,2 % | 50.241 $ | +29.221 $ | +139,0 % | 21.020 $ | +892 $ | +4,4 % | |||
| Kimelman & Baird, LLC | 52.347 $ | +3.279 $ | +6,7 % | 49.068 $ | +580 $ | +1,2 % | 48.488 $ | +1.165 $ | +2,5 % | |||
| CONQUIS FINANCIAL LLC | 47.517 $ | +1.033 $ | +2,2 % | 46.484 $ | -4.150 $ | -8,2 % | 50.634 $ | +1.217 $ | +2,5 % | |||
| Breakwater Investment Management | 50.126 $ | +3.140 $ | +6,7 % | 46.986 $ | +556 $ | +1,2 % | 46.430 $ | +1.116 $ | +2,5 % | |||
| VIMA LLC | 49.063 $ | |||||||||||
| HOEY INVESTMENTS, INC | 47.800 $ | +565 $ | +1,2 % | 47.235 $ | +1.135 $ | +2,5 % | ||||||
| Hoese & Co LLP | 47.613 $ | |||||||||||
| Marshall & Sterling Wealth Advisors Inc. | 15.549 $ | +974 $ | +6,7 % | 14.575 $ | -31.333 $ | -68,3 % | 45.908 $ | -84.637 $ | -64,8 % | |||
| Comprehensive Financial Planning, Inc./PA | 28.588 $ | +1.792 $ | +6,7 % | 26.796 $ | -18.470 $ | -40,8 % | 45.266 $ | +19.422 $ | +75,2 % | |||
| Cetera Trust Company, N.A | 45.199 $ | +2.831 $ | +6,7 % | 42.368 $ | +501 $ | +1,2 % | 41.867 $ | |||||
| Turning Point Benefit Group, Inc. | 45.177 $ | +788 $ | +1,8 % | |||||||||
| Crews Bank & Trust | 44.427 $ | +5.680 $ | +14,7 % | 38.747 $ | +1.979 $ | +5,4 % | 36.768 $ | -77.695 $ | -67,9 % | |||
| Westend Capital Management, LLC | 42.882 $ | -1.387 $ | -3,1 % | 44.269 $ | +523 $ | +1,2 % | 43.746 $ | +1.051 $ | +2,5 % | |||
| Integrity Financial Corp /WA | 41.143 $ | +2.577 $ | +6,7 % | 38.566 $ | +456 $ | +1,2 % | 38.110 $ | +4.583 $ | +13,7 % | |||
| SOFI WEALTH, LLC | 41.008 $ | +38.600 $ | +1.603,0 % | 2.408 $ | -1.135 $ | -32,0 % | 3.543 $ | |||||
| Creative Capital Management Investments LLC | 40.075 $ | +39.889 $ | +21.445,7 % | 186 $ | -3 $ | -1,6 % | 189 $ | +0 $ | +0,0 % | |||
| Farmers & Merchants Trust Co of Chambersburg PA | 40.000 $ | +2.000 $ | +5,3 % | 38.000 $ | +1.000 $ | +2,7 % | 37.000 $ | +0 $ | +0,0 % | |||
| Spectrum Wealth Advisory Group, LLC | 39.799 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 20.861 $ | +39 $ | +0,2 % | 20.822 $ | -18.093 $ | -46,5 % | 38.915 $ | +15.603 $ | +66,9 % | |||
| GODSEY & GIBB, INC | 4.347 $ | -15.751 $ | -78,4 % | 20.098 $ | -18.191 $ | -47,5 % | 38.289 $ | +26.764 $ | +232,2 % | |||
| Lloyd Advisory Services, LLC. | 28.877 $ | -9.012 $ | -23,8 % | 37.889 $ | +12.035 $ | +46,5 % | 25.854 $ | |||||
| Cape Investment Advisory, Inc. | 36.854 $ | +2.815 $ | +8,3 % | 34.039 $ | +20.213 $ | +146,2 % | ||||||
| Main Street Group, LTD | 36.411 $ | +2.281 $ | +6,7 % | 34.130 $ | -116.393 $ | -77,3 % | ||||||
| Cornerstone Planning Group LLC | 34.826 $ | +2.268 $ | +7,0 % | 32.558 $ | +366 $ | +1,1 % | 32.192 $ | -3.520 $ | -9,9 % | |||
| MB, LEVIS & ASSOCIATES, LLC | 33.958 $ | +2.635 $ | +8,4 % | 31.323 $ | +370 $ | +1,2 % | 30.953 $ | +1.314 $ | +4,4 % | |||
| Blume Capital Management, Inc. | 33.803 $ | +2.117 $ | +6,7 % | 31.686 $ | +375 $ | +1,2 % | 31.311 $ | +752 $ | +2,5 % | |||
| Graney & King, LLC | 33.033 $ | +19.130 $ | +137,6 % | 13.903 $ | +165 $ | +1,2 % | 13.738 $ | +582 $ | +4,4 % | |||
| Horizons Wealth Management | 32.067 $ | +3.007 $ | +10,3 % | 29.060 $ | +343 $ | +1,2 % | 28.717 $ | +690 $ | +2,5 % | |||
| DUNCKER STREETT & CO INC | 21.054 $ | -10.994 $ | -34,3 % | 32.048 $ | +15.230 $ | +90,6 % | 16.818 $ | +404 $ | +2,5 % | |||
| Battery Global Advisors, LLC | 25.497 $ | +1.597 $ | +6,7 % | 23.900 $ | -7.883 $ | -24,8 % | 31.783 $ | +8.733 $ | +37,9 % | |||
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 31.002 $ | |||||||||||
| Pacific Center for Financial Services | 30.327 $ | +1.900 $ | +6,7 % | 28.427 $ | +1.011 $ | +3,7 % | 27.416 $ | +0 $ | +0,0 % | |||
| Anfield Capital Management, LLC | 29.965 $ | +354 $ | +1,2 % | 29.611 $ | +711 $ | +2,5 % | ||||||
| Burk Holdings LLC | 20.715 $ | -7.846 $ | -27,5 % | 28.561 $ | ||||||||
| 1620 INVESTMENT ADVISORS, INC. | 21.047 $ | +126 $ | +0,6 % | 20.921 $ | -7.357 $ | -26,0 % | 28.278 $ | -6.258 $ | -18,1 % | |||
| LifeSteps Financial, Inc. | 28.008 $ | |||||||||||
| Beacon Capital Management, Inc. | 27.464 $ | -57.052 $ | -67,5 % | |||||||||
| Security National Bank | 26.927 $ | |||||||||||
| Kopp Family Office, LLC | 26.077 $ | -96.157 $ | -78,7 % | |||||||||
| PROTECTIVE LIFE CORP | 25.710 $ | |||||||||||
| Ransom Advisory, Ltd | 25.586 $ | |||||||||||
| Hughes Financial Services, LLC | 18.833 $ | +1.180 $ | +6,7 % | 17.653 $ | -7.664 $ | -30,3 % | 25.317 $ | +192 $ | +0,8 % | |||
| AFFINITY WEALTH LLC | 25.138 $ | |||||||||||
| Quaker Wealth Management, LLC | 22.987 $ | +1.440 $ | +6,7 % | 21.547 $ | -3.323 $ | -13,4 % | 24.870 $ | +8.630 $ | +53,1 % | |||
| Morling Financial Advisors, LLC | 24.048 $ | |||||||||||
| Evolution Advisers, Inc. | 24.000 $ | +9.000 $ | +60,0 % | 15.000 $ | ||||||||
| Kozak & Associates, Inc. | 23.784 $ | +421 $ | +1,8 % | 23.363 $ | +919 $ | +4,1 % | 22.444 $ | -2.548 $ | -10,2 % | |||
| Midwest Capital Advisors, LLC | 22.696 $ | +1.421 $ | +6,7 % | 21.275 $ | +252 $ | +1,2 % | 21.023 $ | +505 $ | +2,5 % | |||
| Strengthening Families & Communities, LLC | 22.643 $ | -1 $ | -0,0 % | 22.644 $ | +963 $ | +4,4 % | ||||||
| BankChampaign, National Association | 22.544 $ | |||||||||||
| Ameritas Investment Partners, Inc. | 22.248 $ | +1.724 $ | +8,4 % | 20.524 $ | +243 $ | +1,2 % | 20.281 $ | -1.271 $ | -5,9 % | |||
| Ares Financial Consulting, LLC | 22.131 $ | +1.245 $ | +6,0 % | 20.886 $ | +557 $ | +2,7 % | 20.329 $ | |||||
| Atlantic Private Wealth, LLC | 21.827 $ | +1.367 $ | +6,7 % | 20.460 $ | +242 $ | +1,2 % | 20.218 $ | +486 $ | +2,5 % | |||
| Delos Wealth Advisors, LLC | 20.572 $ | |||||||||||
| CHILTON CAPITAL MANAGEMENT LLC | 6.665 $ | -4.109 $ | -38,1 % | 10.774 $ | -9.534 $ | -46,9 % | 20.308 $ | -32.078 $ | -61,2 % | |||
| VALLEY NATIONAL ADVISERS INC | 19.993 $ | +1.993 $ | +11,1 % | 18.000 $ | +0 $ | +0,0 % | 18.000 $ | +0 $ | +0,0 % | |||
| Bullock Wealth Management Group | 19.958 $ | -27 $ | -0,1 % | 19.985 $ | +868 $ | +4,5 % | 19.117 $ | +509 $ | +2,7 % | 18.608 $ | +325 $ | +1,8 % |
| LOGAN CAPITAL MANAGEMENT INC | 19.606 $ | +1.882 $ | +10,6 % | |||||||||
| Innovative Asset Advisors Group, LLC | 19.464 $ | |||||||||||
| ARCADIA INVESTMENT ADVISORS LLC | 19.027 $ | +1.192 $ | +6,7 % | 17.835 $ | +211 $ | +1,2 % | 17.624 $ | +423 $ | +2,5 % | |||
| Wealth Science Advisors LLC | 18.429 $ | |||||||||||
| Bank & Trust Co | 18.213 $ | +56 $ | +0,3 % | 18.157 $ | +1.137 $ | +6,7 % | 17.020 $ | +202 $ | +1,2 % | 16.818 $ | +404 $ | +2,5 % |
| Tower View Wealth Management LLC | 18.010 $ | +1.398 $ | +8,4 % | 16.612 $ | +196 $ | +1,2 % | 16.416 $ | +697 $ | +4,4 % | |||
| TopTier Wealth Management, LLC | 17.973 $ | |||||||||||
| Benson Wealth Management INC | 17.674 $ | +1.107 $ | +6,7 % | 16.567 $ | +196 $ | +1,2 % | 16.371 $ | |||||
| Garton & Associates Financial Advisors LLC | 17.534 $ | |||||||||||
| Ashurst Perkins Coie Trust Co | 17.200 $ | +203 $ | +1,2 % | 16.997 $ | +409 $ | +2,5 % | ||||||
| True Wealth Design, LLC | 6.761 $ | +423 $ | +6,7 % | 6.338 $ | -10.392 $ | -62,1 % | 16.730 $ | +15.944 $ | +2.028,5 % | |||
| CNB Bank | 16.708 $ | +1.046 $ | +6,7 % | 15.662 $ | +185 $ | +1,2 % | 15.477 $ | +372 $ | +2,5 % | |||
| LRI Investments, LLC | 16.419 $ | +1.029 $ | +6,7 % | 15.390 $ | +182 $ | +1,2 % | 15.208 $ | +365 $ | +2,5 % | |||
| Oakmont Advisory Group, LLC | 16.332 $ | |||||||||||
| BURKETT FINANCIAL SERVICES, LLC | 13.563 $ | -2.279 $ | -14,4 % | 15.842 $ | ||||||||
| MANNING & NAPIER ADVISORS LLC | 14.930 $ | +1.338 $ | +9,8 % | 13.592 $ | -338 $ | -2,4 % | 13.930 $ | +460 $ | +3,4 % | |||
| Davis Capital Management | 14.920 $ | +47 $ | +0,3 % | 14.873 $ | +931 $ | +6,7 % | 13.942 $ | +165 $ | +1,2 % | 13.777 $ | +331 $ | +2,5 % |
| NorthAvenue LLC | 14.777 $ | +925 $ | +6,7 % | 13.852 $ | +164 $ | +1,2 % | 13.688 $ | |||||
| Paladin Partners, LLC | 14.532 $ | +45 $ | +0,3 % | 14.487 $ | +907 $ | +6,7 % | 13.580 $ | +161 $ | +1,2 % | 13.419 $ | ||
| EQ WEALTH ADVISORS, LLC | 14.045 $ | |||||||||||
| CAPITAL & PLANNING, LLC | 14.032 $ | |||||||||||
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 14.004 $ | +877 $ | +6,7 % | 13.127 $ | +155 $ | +1,2 % | 12.972 $ | +312 $ | +2,5 % | |||
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8.148 $ | -5.271 $ | -39,3 % | 13.419 $ | ||||||||
| SOUTHERN MICHIGAN BANK & TRUST | 13.038 $ | +816 $ | +6,7 % | 12.222 $ | ||||||||
| Sellwood Investment Partners LLC | 12.459 $ | +781 $ | +6,7 % | 11.678 $ | +138 $ | +1,2 % | 11.540 $ | +277 $ | +2,5 % | |||
| Valued Wealth Advisors LLC | 12.459 $ | +8.928 $ | +252,8 % | 3.531 $ | +42 $ | +1,2 % | 3.489 $ | +83 $ | +2,4 % | |||
| Mowery & Schoenfeld Wealth Management, LLC | 12.167 $ | |||||||||||
| XP Advisory US, Inc. | 11.686 $ | |||||||||||
| Anchor Bay Capital, Inc. | 11.561 $ | |||||||||||
| Seneschal Advisors, LLC | 11.407 $ | +135 $ | +1,2 % | 11.272 $ | +270 $ | +2,5 % | ||||||
| Wealth Watch Advisors, INC | 11.021 $ | -48.262 $ | -81,4 % | |||||||||
| Philadelphia Investment Partners, LLC | 11.010 $ | +690 $ | +6,7 % | 10.320 $ | ||||||||
| RED REEF ADVISORS LLC | 10.920 $ | +847 $ | +8,4 % | 10.073 $ | +119 $ | +1,2 % | 9.954 $ | |||||
| Palouse Capital Management, Inc. | 10.914 $ | |||||||||||
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 10.720 $ | +1.305 $ | +13,9 % | 9.415 $ | +3.332 $ | +54,8 % | 6.083 $ | +146 $ | +2,5 % | |||
| Bruce G. Allen Investments, LLC | 10.624 $ | +666 $ | +6,7 % | 9.958 $ | ||||||||
| Hilltop National Bank | 10.431 $ | +654 $ | +6,7 % | 9.777 $ | +115 $ | +1,2 % | 9.662 $ | +233 $ | +2,5 % | |||
| BIRCHBROOK, INC. | 10.141 $ | +1.088 $ | +12,0 % | 9.053 $ | ||||||||
| ADIRONDACK TRUST CO | 10.140 $ | +635 $ | +6,7 % | 9.505 $ | ||||||||
| Miller Global Investments, LLC | 9.930 $ | |||||||||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9.658 $ | +115 $ | +1,2 % | 9.543 $ | +597 $ | +6,7 % | 8.946 $ | +215 $ | +2,5 % | |||
| Murphy & Mullick Capital Management Corp | 8.946 $ | +116 $ | +1,3 % | |||||||||
| Truvestments Capital LLC | 8.946 $ | |||||||||||
| Prudent Man Investment Management, Inc. | 8.857 $ | +0 $ | +0,0 % | 8.857 $ | +0 $ | +0,0 % | 8.857 $ | +1.899 $ | +27,3 % | |||
| Jackson, Grant Investment Advisers, Inc. | 8.589 $ | +666 $ | +8,4 % | 7.923 $ | +94 $ | +1,2 % | 7.829 $ | -366 $ | -4,5 % | |||
| MJT & Associates Financial Advisory Group, Inc. | 8.526 $ | +26 $ | +0,3 % | 8.500 $ | +533 $ | +6,7 % | 7.967 $ | +94 $ | +1,2 % | 7.873 $ | +189 $ | +2,5 % |
| Cypress Capital Management LLC (WY) | 8.113 $ | +508 $ | +6,7 % | 7.605 $ | +90 $ | +1,2 % | 7.515 $ | +181 $ | +2,5 % | |||
| ALERUS FINANCIAL NA | 6.181 $ | +387 $ | +6,7 % | 5.794 $ | -1.810 $ | -23,8 % | 7.604 $ | -61.895 $ | -89,1 % | |||
| Elevated Capital Advisors, LLC | 6.954 $ | +436 $ | +6,7 % | 6.518 $ | +77 $ | +1,2 % | 6.441 $ | |||||
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 6.699 $ | +79 $ | +1,2 % | 6.620 $ | ||||||||
| ROSS\JOHNSON & Associates LLC | 6.602 $ | +78 $ | +1,2 % | 6.524 $ | +277 $ | +4,4 % | ||||||
| Wagner Wealth Management, LLC | 6.471 $ | |||||||||||
| Cheviot Value Management, LLC | 6.374 $ | +399 $ | +6,7 % | 5.975 $ | -253 $ | -4,1 % | 6.228 $ | +341 $ | +5,8 % | |||
| Lummis Asset Management, LP | 6.374 $ | +399 $ | +6,7 % | 5.975 $ | +71 $ | +1,2 % | 5.904 $ | |||||
| PEOPLES FINANCIAL SERVICES CORP. | 6.246 $ | |||||||||||
| Ravenstone Capital Management Inc. | 6.181 $ | |||||||||||
| Estate Planners Group, LLC | 6.054 $ | |||||||||||
| PITTENGER & ANDERSON INC | 5.613 $ | +3.913 $ | +230,2 % | 1.700 $ | +41 $ | +2,5 % | ||||||
| Kilter Group LLC | 5.432 $ | +64 $ | +1,2 % | 5.368 $ | +129 $ | +2,5 % | ||||||
| EXCHANGE TRADED CONCEPTS, LLC | 5.234 $ | -4.161 $ | -44,3 % | |||||||||
| Team Financial Group, LLC | 5.160 $ | +61 $ | +1,2 % | 5.099 $ | ||||||||
| VSM Wealth Advisory, LLC | 4.926 $ | +309 $ | +6,7 % | 4.617 $ | ||||||||
| GPS Wealth Strategies Group, LLC | 4.831 $ | -146.771 $ | -96,8 % | |||||||||
| Milestone Investment Advisors LLC | 4.829 $ | |||||||||||
| Fairscale Capital, LLC | 4.636 $ | +291 $ | +6,7 % | 4.345 $ | +51 $ | +1,2 % | 4.294 $ | |||||
| Go Invest LLC | 4.437 $ | +155 $ | +3,6 % | 4.282 $ | +679 $ | +18,8 % | 3.603 $ | +353 $ | +10,9 % | 3.250 $ | ||
| 1 NORTH WEALTH SERVICES LLC | 3.863 $ | +242 $ | +6,7 % | 3.621 $ | +43 $ | +1,2 % | 3.578 $ | |||||
| Sawyer & Company, Inc | 3.862 $ | +241 $ | +6,7 % | 3.621 $ | +43 $ | +1,2 % | 3.578 $ | +578 $ | +19,3 % | |||
| Mountain Hill Investment Partners Corp. | 3.713 $ | +288 $ | +8,4 % | 3.425 $ | +41 $ | +1,2 % | 3.384 $ | +144 $ | +4,4 % | |||
| Dogwood Wealth Management LLC | 3.091 $ | |||||||||||
| Spurstone Advisory Services, LLC | 2.882 $ | +800 $ | +38,4 % | 2.082 $ | -960 $ | -31,6 % | 3.042 $ | +74 $ | +2,5 % | |||
| BLUELINE ADVISORS LLC | 2.756 $ | +173 $ | +6,7 % | 2.583 $ | +30 $ | +1,2 % | 2.553 $ | |||||
| NFSG Corp | 2.704 $ | |||||||||||
| Ankerstar Wealth, LLC | 2.684 $ | |||||||||||
| ARVEST INVESTMENTS, INC. | 2.607 $ | |||||||||||
| Peachtree Investment Partners, LLC | 2.415 $ | |||||||||||
| Portus Wealth Advisors, LLC | 2.263 $ | |||||||||||
| Navigoe, LLC | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | |||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | ||||||
| IAG Wealth Partners, LLC | 1.932 $ | |||||||||||
| Hillsdale Investment Management Inc. | 1.901 $ | |||||||||||
| Advocate Investing Services LLC | 1.789 $ | |||||||||||
| Game Plan Financial Advisors, LLC | 1.738 $ | +108 $ | +6,6 % | 1.630 $ | ||||||||
| Parvin Asset Management, LLC | 1.545 $ | +97 $ | +6,7 % | 1.448 $ | +17 $ | +1,2 % | 1.431 $ | |||||
| RAELIPSKIE PARTNERSHIP | 1.449 $ | +91 $ | +6,7 % | 1.358 $ | +16 $ | +1,2 % | 1.342 $ | +32 $ | +2,4 % | |||
| Costello Asset Management, INC | 1.256 $ | +79 $ | +6,7 % | 1.177 $ | ||||||||
| Evensky & Katz LLC | 1.174 $ | +85 $ | +7,8 % | 1.089 $ | -50 $ | -4,4 % | 1.139 $ | +201 $ | +21,4 % | |||
| Mosley Wealth Management | 1.159 $ | |||||||||||
| Clark Wealth Partners | 773 $ | +48 $ | +6,6 % | 725 $ | ||||||||
| Atomic Invest LLC | 49 $ | -585 $ | -92,3 % | 634 $ | +237 $ | +59,7 % | 397 $ | |||||
| PROSPERITY BANCSHARES INC | 386 $ | |||||||||||
| Safe Harbor Fiduciary, LLC | 358 $ | |||||||||||
| Lodestone Wealth Management LLC | 219 $ | +17 $ | +8,4 % | 202 $ | +3 $ | +1,5 % | 199 $ | |||||
| Goodman Advisory Group, LLC | 0 $ | -4.540 $ | -100,0 % | |||||||||
| FIRST CITIZENS INVESTOR SERVICES, INC. | 0 $ | -20.200.958 $ | -100,0 % | |||||||||
| 2.298.801.563 $ | +68.128.446 $ | +3,8 % | 158.709.380.745 $ | +13.425.889.744 $ | +115,8 % | 145.054.159.092 $ | +5.836.114.654 $ | +38,2 % | 135.188.625.743 $ | +4.953.990.984 $ | +74,2 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.