| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 255.234.336.239 $ | +21.093.838.267 $ | +383,8 % | 236.200.836.433 $ | +25.954.056.990 $ | +275,4 % | 207.630.094.323 $ | -4.126.465.358 $ | +409,4 % | 208.872.708.381 $ | +17.113.266.312 $ | +8.127,5 % | |
| BANK OF AMERICA CORP /DE/ | 42.786.982.843 $ | +3.501.540.876 $ | +8,9 % | 39.285.441.967 $ | +6.193.415.305 $ | +18,7 % | 33.092.026.662 $ | +2.889.614.060 $ | +9,6 % | 30.202.412.602 $ | +2.289.308.117 $ | +8,2 % |
| JPMORGAN CHASE & CO | 15.487.464.645 $ | -6.798.681 $ | -0,0 % | 15.494.263.326 $ | -471.120.216 $ | -3,0 % | 15.965.383.542 $ | -15.668.968.752 $ | -49,5 % | 31.634.352.294 $ | +15.787.596.225 $ | +99,6 % |
| MORGAN STANLEY | 13.874.038.099 $ | +1.432.383.553 $ | +11,5 % | 12.441.654.546 $ | +1.124.203.858 $ | +9,9 % | 11.317.450.688 $ | +689.219.905 $ | +6,5 % | 10.628.230.783 $ | +1.119.332.417 $ | +11,8 % |
| UBS Group AG | 12.670.641.427 $ | +2.162.126.014 $ | +20,6 % | 10.508.515.413 $ | +7.592.980.987 $ | +260,4 % | 2.915.534.426 $ | +62.676.291 $ | +2,2 % | 2.852.858.135 $ | +64.006.777 $ | +2,3 % |
| LPL Financial LLC | 9.141.847.076 $ | +1.008.039.913 $ | +12,4 % | 8.133.807.163 $ | +2.326.239.527 $ | +40,1 % | 5.807.567.636 $ | +394.441.608 $ | +7,3 % | 5.413.126.028 $ | +479.760.568 $ | +9,7 % |
| Fisher Asset Management, LLC | 8.129.570.955 $ | +527.381.832 $ | +6,9 % | 7.602.189.123 $ | +336.201.669 $ | +4,6 % | 7.265.987.454 $ | +251.258.577 $ | +3,6 % | 7.014.728.877 $ | -1.744.759.083 $ | -19,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 6.368.329.918 $ | +448.511.213 $ | +7,6 % | 5.919.818.705 $ | +494.927.409 $ | +9,1 % | 5.424.891.296 $ | +882.192.649 $ | +19,4 % | 4.542.698.647 $ | +292.016.469 $ | +6,9 % |
| WELLS FARGO & COMPANY/MN | 4.660.813.303 $ | +438.605.460 $ | +10,4 % | 4.222.207.843 $ | +339.379.669 $ | +8,7 % | 3.882.828.174 $ | +226.201.930 $ | +6,2 % | 3.656.626.244 $ | -177.620.357 $ | -4,6 % |
| Creative Planning | 4.356.418.298 $ | +202.930.236 $ | +4,9 % | 4.153.488.062 $ | +581.487.748 $ | +16,3 % | 3.572.000.314 $ | +83.569.124 $ | +2,4 % | 3.488.431.190 $ | +190.319.076 $ | +5,8 % |
| AMERIPRISE FINANCIAL INC | 3.264.353.976 $ | +37.527.964 $ | +1,2 % | 3.226.826.012 $ | +215.168.459 $ | +7,1 % | 3.011.657.553 $ | +79.412.027 $ | +2,7 % | 2.932.245.526 $ | +72.318.262 $ | +2,5 % |
| GOLDMAN SACHS GROUP INC | 2.724.682.723 $ | -478.665.308 $ | -14,9 % | 3.203.348.031 $ | +371.952.209 $ | +13,1 % | 2.831.395.822 $ | +378.729.141 $ | +15,4 % | 2.452.666.681 $ | +124.743.266 $ | +5,4 % |
| RAYMOND JAMES FINANCIAL INC | 2.799.479.845 $ | +222.844.822 $ | +8,6 % | 2.576.635.023 $ | +77.149.393 $ | +3,1 % | 2.499.485.630 $ | +120.820.209 $ | +5,1 % | 2.378.665.421 $ | +130.749.641 $ | +5,8 % |
| ROYAL BANK OF CANADA | 2.588.098.000 $ | +173.856.000 $ | +7,2 % | 2.414.242.000 $ | +53.540.000 $ | +2,3 % | 2.360.702.000 $ | +69.198.000 $ | +3,0 % | 2.291.504.000 $ | -2.077.032.000 $ | -47,5 % |
| PRUDENTIAL PLC | 1.381.153.313 $ | -1.109.588.394 $ | -44,5 % | 2.490.741.707 $ | +1.399.297.939 $ | +128,2 % | 1.091.443.768 $ | -788.978.317 $ | -42,0 % | 1.880.422.085 $ | -3.275.226.626 $ | -63,5 % |
| NEPC LLC | 2.283.905.507 $ | +129.470.331 $ | +6,0 % | 2.154.435.176 $ | +302.255.631 $ | +16,3 % | 1.852.179.545 $ | +423.125.816 $ | +29,6 % | 1.429.053.729 $ | +15.503.464 $ | +1,1 % |
| Cetera Investment Advisers | 2.152.656.005 $ | +257.873.580 $ | +13,6 % | 1.894.782.425 $ | -181.924.170 $ | -8,8 % | 2.076.706.595 $ | -3.420.062 $ | -0,2 % | 2.080.126.657 $ | +1.342.622.010 $ | +182,0 % |
| Corient Private Wealth LP | 1.135.106.441 $ | +103.193.336 $ | +10,0 % | 1.031.913.105 $ | -1.036.591.827 $ | -50,1 % | 2.068.504.932 $ | +1.397.034.446 $ | +208,1 % | 671.470.486 $ | -183.684.396 $ | -21,5 % |
| Focus Partners Wealth | 1.884.487.124 $ | +92.619.268 $ | +5,2 % | 1.791.867.856 $ | +136.469.572 $ | +8,2 % | 1.655.398.284 $ | +505.761.695 $ | +44,0 % | 1.149.636.589 $ | +113.943.962 $ | +11,0 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.601.825.256 $ | -74.419.644 $ | -4,4 % | 1.676.244.900 $ | +1.292.882.380 $ | +337,2 % | 383.362.520 $ | +347.490.239 $ | +968,7 % | |||
| Empower Advisory Group, LLC | 1.509.126.839 $ | +102.299.089 $ | +7,3 % | 1.406.827.750 $ | +92.958.736 $ | +7,1 % | 1.313.869.014 $ | +86.390.400 $ | +7,0 % | 1.227.478.614 $ | +85.464.372 $ | +7,5 % |
| Baird Financial Group, Inc. | 1.495.217.163 $ | +148.417.567 $ | +11,0 % | 1.346.799.596 $ | +146.733.413 $ | +12,2 % | 1.200.066.183 $ | +293.124.874 $ | +32,3 % | 906.941.309 $ | +120.476.970 $ | +15,3 % |
| Employees Retirement System of Texas | 1.379.306.000 $ | -13.330.000 $ | -1,0 % | 1.392.636.000 $ | +61.531.000 $ | +4,6 % | 1.331.105.000 $ | -102.111.000 $ | -7,1 % | 1.433.216.000 $ | +5.252.000 $ | +0,4 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.371.543.034 $ | +198.701.138 $ | +16,9 % | 1.172.841.896 $ | ||||||||
| D. E. Shaw & Co., Inc. | 3.736.286 $ | -1.359.709.368 $ | -99,7 % | 1.363.445.654 $ | +673.934.592 $ | +97,7 % | ||||||
| HighTower Advisors, LLC | 1.331.308.468 $ | +133.893.376 $ | +11,2 % | 1.197.415.092 $ | -56.866.481 $ | -4,5 % | 1.254.281.573 $ | +218.799.850 $ | +21,1 % | 1.035.481.723 $ | +88.412.851 $ | +9,3 % |
| ALLIANCEBERNSTEIN L.P. | 1.312.820.393 $ | +1.154.507.936 $ | +729,3 % | 158.312.457 $ | -60.296.729 $ | -27,6 % | 218.609.186 $ | +46.679.008 $ | +27,1 % | 171.930.178 $ | -118.181.078 $ | -40,7 % |
| SCS Capital Management LLC | 1.282.174.514 $ | +52.489.359 $ | +4,3 % | 1.229.685.155 $ | +128.586.932 $ | +11,7 % | 1.101.098.223 $ | +105.943.170 $ | +10,6 % | 995.155.053 $ | +29.886.195 $ | +3,1 % |
| Cerity Partners LLC | 1.256.689.676 $ | +169.459.151 $ | +15,6 % | 1.087.230.525 $ | +87.131.270 $ | +8,7 % | 1.000.099.255 $ | +143.202.182 $ | +16,7 % | 856.897.073 $ | +73.302.577 $ | +9,4 % |
| OSAIC HOLDINGS, INC. | 1.148.664.024 $ | +206.988.981 $ | +22,0 % | 941.675.043 $ | +11.355.641 $ | +1,2 % | 930.319.402 $ | -1.912.372 $ | -0,2 % | 932.231.774 $ | +247.834.143 $ | +36,2 % |
| Savant Capital, LLC | 1.128.444.385 $ | +452.601.724 $ | +67,0 % | 675.842.661 $ | +281.717.423 $ | +71,5 % | 394.125.238 $ | +80.460.193 $ | +25,7 % | 313.665.045 $ | +72.825.411 $ | +30,2 % |
| STIFEL FINANCIAL CORP | 1.103.303.750 $ | +251.594.464 $ | +29,5 % | 851.709.286 $ | +39.293.106 $ | +4,8 % | 812.416.180 $ | +129.393.609 $ | +18,9 % | 683.022.571 $ | +58.961.554 $ | +9,4 % |
| ALLSTATE CORP | 1.056.308.173 $ | +56.214.072 $ | +5,6 % | 1.000.094.101 $ | ||||||||
| TRUIST FINANCIAL CORP | 1.054.789.580 $ | +138.230.345 $ | +15,1 % | 916.559.235 $ | -40.801.092 $ | -4,3 % | 957.360.327 $ | +37.477.897 $ | +4,1 % | 919.882.430 $ | +102.316.677 $ | +12,5 % |
| NEOS Investment Management LLC | 1.033.715.605 $ | +372.125.410 $ | +56,2 % | 661.590.195 $ | +212.182.456 $ | +47,2 % | 449.407.739 $ | +106.172.032 $ | +30,9 % | 343.235.707 $ | +139.086.831 $ | +68,1 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 108.559.000 $ | +15.138.199 $ | +16,2 % | 93.420.801 $ | -927.497.546 $ | -90,8 % | 1.020.918.347 $ | +35.181.934 $ | +3,6 % | 985.736.413 $ | +81.801.377 $ | +9,0 % |
| JONES FINANCIAL COMPANIES LLLP | 980.766.734 $ | +44.932.056 $ | +4,8 % | 935.834.678 $ | +435.023.523 $ | +86,9 % | 500.811.155 $ | -29.634.607 $ | -5,6 % | 530.445.762 $ | -609.725.614 $ | -53,5 % |
| Cambridge Investment Research Advisors, Inc. | 936.439.000 $ | +469.978.000 $ | +100,8 % | 466.461.000 $ | +15.569.000 $ | +3,5 % | 450.892.000 $ | +40.929.000 $ | +10,0 % | 409.963.000 $ | +60.217.000 $ | +17,2 % |
| HBK Sorce Advisory LLC | 924.968.923 $ | +10.633.948 $ | +1,2 % | 914.334.975 $ | +135.388.962 $ | +17,4 % | 778.946.013 $ | +47.809.398 $ | +6,5 % | 731.136.615 $ | +49.695.322 $ | +7,3 % |
| CITIGROUP INC | 921.896.700 $ | +149.273.235 $ | +19,3 % | 772.623.465 $ | +60.517.376 $ | +8,5 % | 712.106.089 $ | +24.380.145 $ | +3,5 % | 687.725.944 $ | -88.412.134 $ | -11,4 % |
| ASSETMARK, INC | 920.592.723 $ | +125.841.111 $ | +15,8 % | 794.751.612 $ | -8.490.444 $ | -1,1 % | 803.242.056 $ | -2.990.960 $ | -0,4 % | 806.233.016 $ | +24.912.145 $ | +3,2 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 848.081.020 $ | +87.769.809 $ | +11,5 % | 760.311.211 $ | -21.661.624 $ | -2,8 % | 781.972.835 $ | -126.296.165 $ | -13,9 % | 908.269.000 $ | +11.488.000 $ | +1,3 % |
| Janney Montgomery Scott LLC | 874.474.000 $ | +257.264.000 $ | +41,7 % | 617.210.000 $ | -164.744.000 $ | -21,1 % | 781.954.000 $ | +1.711.000 $ | +0,2 % | 780.243.000 $ | +71.520.000 $ | +10,1 % |
| Focus Partners Advisor Solutions, LLC | 872.624.497 $ | +138.255.831 $ | +18,8 % | 734.368.666 $ | +560.042.051 $ | +321,3 % | 174.326.615 $ | -434.349.951 $ | -71,4 % | 608.676.566 $ | +84.873.544 $ | +16,2 % |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 857.465.899 $ | +41.755.140 $ | +5,1 % | 815.710.759 $ | +47.930.710 $ | +6,2 % | 767.780.049 $ | +30.496.788 $ | +4,1 % | 737.283.261 $ | +144.850.871 $ | +24,5 % |
| Wealthfront Advisers LLC | 830.809.919 $ | +1.167.748 $ | +0,1 % | 829.642.171 $ | +159.261.987 $ | +23,8 % | 670.380.184 $ | +183.567.816 $ | +37,7 % | 486.812.368 $ | +26.967.526 $ | +5,9 % |
| Sequoia Financial Advisors, LLC | 810.383.083 $ | +55.548.927 $ | +7,4 % | 754.834.156 $ | -34.645.396 $ | -4,4 % | 789.479.552 $ | +56.963.917 $ | +7,8 % | 732.515.635 $ | -33.086.204 $ | -4,3 % |
| Valmark Advisers, Inc. | 789.361.994 $ | +54.694.508 $ | +7,4 % | 734.667.486 $ | +29.896.832 $ | +4,2 % | 704.770.654 $ | +18.135.488 $ | +2,6 % | 686.635.166 $ | +31.428.524 $ | +4,8 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 781.947.526 $ | +1.413.782 $ | +0,2 % | 780.533.744 $ | +59.902.728 $ | +8,3 % | 720.631.016 $ | +27.483.568 $ | +4,0 % | 693.147.448 $ | +39.952.606 $ | +6,1 % |
| Orgel Wealth Management, LLC | 781.518.118 $ | +49.230.761 $ | +6,7 % | 732.287.357 $ | +142.938.205 $ | +24,3 % | 589.349.152 $ | +34.591.087 $ | +6,2 % | 554.758.065 $ | -7.116.972 $ | -1,3 % |
| Blue Trust, Inc. | 699.332.527 $ | -80.192.137 $ | -10,3 % | 779.524.664 $ | +79.567.704 $ | +11,4 % | 699.956.960 $ | -39.649.309 $ | -5,4 % | 739.606.269 $ | +38.513.002 $ | +5,5 % |
| Equitable Holdings, Inc. | 577.943.137 $ | -181.506.982 $ | -23,9 % | 759.450.119 $ | +133.122.743 $ | +21,3 % | 626.327.376 $ | +17.230.981 $ | +2,8 % | 609.096.395 $ | +57.625.098 $ | +10,4 % |
| MATHER GROUP, LLC. | 757.053.174 $ | +65.596.762 $ | +9,5 % | 691.456.412 $ | +28.523.433 $ | +4,3 % | 662.932.979 $ | +29.065.056 $ | +4,6 % | 633.867.923 $ | +30.320.983 $ | +5,0 % |
| US BANCORP \DE\ | 750.373.825 $ | +141.555.262 $ | +23,3 % | 608.818.563 $ | +26.356.199 $ | +4,5 % | 582.462.364 $ | +47.649.014 $ | +8,9 % | 534.813.350 $ | +85.703.170 $ | +19,1 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 734.692.421 $ | +152.906.130 $ | +26,3 % | 581.786.291 $ | +57.340.113 $ | +10,9 % | 524.446.178 $ | +46.700.910 $ | +9,8 % | 477.745.268 $ | -6.692.552 $ | -1,4 % |
| Mariner, LLC | 715.247.208 $ | +34.449.323 $ | +5,1 % | 680.797.885 $ | +24.952.395 $ | +3,8 % | 655.845.490 $ | +4.087.591 $ | +0,6 % | 651.757.899 $ | +43.494.820 $ | +7,2 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 704.797.034 $ | +38.374.424 $ | +5,8 % | 666.422.610 $ | +40.239.173 $ | +6,4 % | 626.183.437 $ | +27.234.508 $ | +4,5 % | 598.948.929 $ | +30.242.070 $ | +5,3 % |
| TD PRIVATE CLIENT WEALTH LLC | 693.941.255 $ | +76.240.875 $ | +12,3 % | 617.700.380 $ | ||||||||
| NATIXIS ADVISORS, LLC | 300.842.000 $ | -62.753.000 $ | -17,3 % | 363.595.000 $ | -245.839.000 $ | -40,3 % | 609.434.000 $ | -49.596.000 $ | -7,5 % | 659.030.000 $ | -80.413.000 $ | -10,9 % |
| Pathstone Holdings, LLC | 636.165.396 $ | +177.603.983 $ | +38,7 % | 458.561.413 $ | +4.698.515 $ | +1,0 % | 453.862.898 $ | +11.634.509 $ | +2,6 % | 442.228.389 $ | +39.256.689 $ | +9,7 % |
| FMR LLC | 552.666.726 $ | -10.963.057 $ | -1,9 % | 563.629.783 $ | -35.322.661 $ | -5,9 % | 598.952.444 $ | -29.892.892 $ | -4,8 % | 628.845.336 $ | -42.998.646 $ | -6,4 % |
| STATE STREET CORP | 43.388.836 $ | -565.436.351 $ | -92,9 % | 608.825.187 $ | +32.382.039 $ | +5,6 % | 576.443.148 $ | +20.041.920 $ | +3,6 % | 556.401.228 $ | -384.656.432 $ | -40,9 % |
| Envestnet Portfolio Solutions, Inc. | 162.222.393 $ | +16.663.991 $ | +11,4 % | 145.558.402 $ | -439.069.987 $ | -75,1 % | 584.628.389 $ | +34.471.883 $ | +6,3 % | 550.156.506 $ | +69.167.310 $ | +14,4 % |
| SageView Advisory Group, LLC | 567.799.139 $ | +48.529.284 $ | +9,3 % | 519.269.855 $ | -11.682.952 $ | -2,2 % | 530.952.807 $ | +18.396.161 $ | +3,6 % | 512.556.646 $ | +14.153.368 $ | +2,8 % |
| NORTHERN TRUST CORP | 519.482.122 $ | +11.988.397 $ | +2,4 % | 507.493.725 $ | -28.274.434 $ | -5,3 % | 535.768.159 $ | +28.474.395 $ | +5,6 % | 507.293.764 $ | -28.499.801 $ | -5,3 % |
| Phoenix Financial Ltd. | 330.047.510 $ | +102.552.429 $ | +45,1 % | 227.495.081 $ | +3.358.845 $ | +1,5 % | 224.136.236 $ | -310.635.242 $ | -58,1 % | 534.771.478 $ | +526.885.215 $ | +6.681,1 % |
| WELLINGTON MANAGEMENT GROUP LLP | 45.354.804 $ | -26.348.069 $ | -36,7 % | 71.702.873 $ | +30.498.399 $ | +74,0 % | 41.204.474 $ | -469.152.548 $ | -91,9 % | 510.357.022 $ | +447.800.974 $ | +715,8 % |
| State of Tennessee, Department of Treasury | 509.787.158 $ | +32.290.731 $ | +6,8 % | 477.496.427 $ | -4.378.030 $ | -0,9 % | 481.874.457 $ | +29.256.790 $ | +6,5 % | 452.617.667 $ | +14.464.288 $ | +3,3 % |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 292.093.593 $ | -68.458 $ | -0,0 % | 292.162.051 $ | +13.425.790 $ | +4,8 % | 278.736.261 $ | -228.088.544 $ | -45,0 % | 506.824.805 $ | +33.847.652 $ | +7,2 % |
| SEI INVESTMENTS CO | 340.960.609 $ | +340.348 $ | +0,1 % | 340.620.261 $ | -165.797.544 $ | -32,7 % | 506.417.805 $ | +60.028.829 $ | +13,4 % | 446.388.976 $ | -11.178.126 $ | -2,4 % |
| Rockefeller Capital Management L.P. | 503.365.959 $ | +62.511.643 $ | +14,2 % | 440.854.316 $ | +58.413.760 $ | +15,3 % | 382.440.556 $ | +32.053.261 $ | +9,1 % | 350.387.295 $ | -304.887.716 $ | -46,5 % |
| MAI Capital Management | 499.739.572 $ | +232.343.002 $ | +86,9 % | 267.396.570 $ | +10.551.610 $ | +4,1 % | 256.844.960 $ | +38.657.228 $ | +17,7 % | 218.187.732 $ | +23.334.339 $ | +12,0 % |
| Align Financial, LLC | 525.946 $ | +40.923 $ | +8,4 % | 485.023 $ | -495.012.977 $ | -99,9 % | 495.498.000 $ | |||||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 484.546.401 $ | +61.166.529 $ | +14,4 % | 423.379.872 $ | -40.411.358 $ | -8,7 % | 463.791.230 $ | +6.991.127 $ | +1,5 % | 456.800.103 $ | +453.556.503 $ | +13.983,1 % |
| Beacon Pointe Advisors, LLC | 473.913.083 $ | +63.911.390 $ | +15,6 % | 410.001.693 $ | +31.917.162 $ | +8,4 % | 378.084.531 $ | +96.812.184 $ | +34,4 % | 281.272.347 $ | +85.221.890 $ | +43,5 % |
| Strategic Financial Services, Inc. | 457.535.009 $ | +59.748.901 $ | +15,0 % | 397.786.108 $ | +63.662.905 $ | +19,1 % | 334.123.203 $ | +11.363.614 $ | +3,5 % | |||
| SIGNATUREFD, LLC | 448.692.438 $ | +21.609.757 $ | +5,1 % | 427.082.681 $ | +26.689.306 $ | +6,7 % | 400.393.375 $ | +18.383.954 $ | +4,8 % | 382.009.421 $ | +21.221.583 $ | +5,9 % |
| Sanctuary Advisors, LLC | 199.487.725 $ | +42.406.040 $ | +27,0 % | 157.081.685 $ | -15.719.054 $ | -9,1 % | 172.800.739 $ | -270.715.360 $ | -61,0 % | 443.516.099 $ | +295.326.598 $ | +199,3 % |
| FIRST INTERSTATE BANK | 439.356.256 $ | +30.028.543 $ | +7,3 % | 409.327.713 $ | +21.860.305 $ | +5,6 % | 387.467.408 $ | +76.876.754 $ | +24,8 % | 310.590.654 $ | +9.240.827 $ | +3,1 % |
| WIT, LLC | 430.286.375 $ | +355.728.427 $ | +477,1 % | 74.557.948 $ | +69.611.685 $ | +1.407,4 % | 4.946.263 $ | -8.253 $ | -0,2 % | 4.954.516 $ | +18.157 $ | +0,4 % |
| MASECO LLP | 422.502.373 $ | +7.510.027 $ | +1,8 % | 414.992.346 $ | +16.159.531 $ | +4,1 % | 398.832.815 $ | +14.268.051 $ | +3,7 % | 384.564.764 $ | +26.658.899 $ | +7,4 % |
| BARINGS LLC | 406.694.523 $ | -6.824.470 $ | -1,7 % | 413.518.993 $ | -8.195.365 $ | -1,9 % | 421.714.358 $ | +6.405.954 $ | +1,5 % | 415.308.404 $ | +6.459.037 $ | +1,6 % |
| RWA WEALTH PARTNERS, LLC | 380.469.925 $ | -37.285.723 $ | -8,9 % | 417.755.648 $ | +72.705.862 $ | +21,1 % | 345.049.786 $ | -37.514.581 $ | -9,8 % | 382.564.367 $ | +19.482.860 $ | +5,4 % |
| Financial Engines Advisors L.L.C. | 415.073.299 $ | +14.124.676 $ | +3,5 % | 400.948.623 $ | -9.570.970 $ | -2,3 % | 410.519.593 $ | -992.372 $ | -0,2 % | 411.511.965 $ | +26.637.623 $ | +6,9 % |
| American Family Investments, Inc. | 413.947.401 $ | +185.853.646 $ | +81,5 % | 228.093.755 $ | +125.500.005 $ | +122,3 % | 102.593.750 $ | -20.455.104 $ | -16,6 % | |||
| MML INVESTORS SERVICES, LLC | 405.187.794 $ | +87.119.080 $ | +27,4 % | 318.068.714 $ | -42.891.745 $ | -11,9 % | 360.960.459 $ | +36.195.981 $ | +11,1 % | 324.764.478 $ | -67.516.522 $ | -17,2 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 399.660.526 $ | +23.827.500 $ | +6,3 % | 375.833.026 $ | +41.533.996 $ | +12,4 % | 334.299.030 $ | +19.870.356 $ | +6,3 % | 314.428.674 $ | +24.336.051 $ | +8,4 % |
| Allspring Global Investments Holdings, LLC | 392.333.995 $ | -1.921.296 $ | -0,5 % | 394.255.291 $ | +245.097.884 $ | +164,3 % | 149.157.407 $ | +82.008.819 $ | +122,1 % | 67.148.588 $ | -4.786.358 $ | -6,7 % |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 340.081.422 $ | -29.931.080 $ | -8,1 % | 370.012.502 $ | -12.065.150 $ | -3,2 % | 382.077.652 $ | +99.072.729 $ | +35,0 % | 283.004.923 $ | -26.433.296 $ | -8,5 % |
| EXCHANGE TRADED CONCEPTS, LLC | 367.793.360 $ | +78.059.581 $ | +26,9 % | 289.733.779 $ | +6.636.373 $ | +2,3 % | 283.097.406 $ | +137.850.602 $ | +94,9 % | 145.246.804 $ | +46.246.211 $ | +46,7 % |
| NorthRock Partners, LLC | 343.735.127 $ | -10.606.072 $ | -3,0 % | 354.341.199 $ | +6.145.077 $ | +1,8 % | 348.196.122 $ | +69.602.842 $ | +25,0 % | 278.593.280 $ | +35.989.523 $ | +14,8 % |
| Varma Mutual Pension Insurance Co | 342.977.000 $ | -4.508.000 $ | -1,3 % | 347.485.000 $ | -3.852.000 $ | -1,1 % | 351.337.000 $ | +6.013.000 $ | +1,7 % | |||
| Private Advisor Group, LLC | 253.693.222 $ | -86.340.254 $ | -25,4 % | 340.033.476 $ | +32.596.114 $ | +10,6 % | 307.437.362 $ | +36.144.666 $ | +13,3 % | 271.292.696 $ | +18.112.866 $ | +7,2 % |
| LINCOLN NATIONAL CORP | 333.506.338 $ | +22.460.111 $ | +7,2 % | 311.046.227 $ | -3.077.080 $ | -1,0 % | 314.123.307 $ | +7.279.311 $ | +2,4 % | 306.843.996 $ | +19.675.150 $ | +6,9 % |
| HANTZ FINANCIAL SERVICES, INC. | 333.332.000 $ | +78.274.000 $ | +30,7 % | 255.058.000 $ | +71.640.000 $ | +39,1 % | 183.418.000 $ | +39.795.000 $ | +27,7 % | 143.623.000 $ | +33.926.000 $ | +30,9 % |
| FIFTH THIRD BANCORP | 333.275.925 $ | +57.774.077 $ | +21,0 % | 275.501.848 $ | +200.614.400 $ | +267,9 % | 74.887.448 $ | -1.420.697 $ | -1,9 % | 76.308.145 $ | +9.492.032 $ | +14,2 % |
| Wealthspire Advisors, LLC | 333.220.636 $ | +58.361.744 $ | +21,2 % | 274.858.892 $ | +16.819.953 $ | +6,5 % | 258.038.939 $ | +19.117.895 $ | +8,0 % | 238.921.044 $ | +20.714.467 $ | +9,5 % |
| BANK OF MONTREAL /CAN/ | 328.691.145 $ | +58.771.482 $ | +21,8 % | 269.919.663 $ | +64.344.712 $ | +31,3 % | 205.574.951 $ | -19.632 $ | -0,0 % | 205.594.583 $ | +6.034.960 $ | +3,0 % |
| CAPTRUST FINANCIAL ADVISORS | 325.149.452 $ | +36.074.669 $ | +12,5 % | 289.074.783 $ | +15.053.293 $ | +5,5 % | 274.021.490 $ | +12.043.663 $ | +4,6 % | 261.977.827 $ | +9.429.948 $ | +3,7 % |
| RiverFront Investment Group, LLC | 187.445.061 $ | -17.190.488 $ | -8,4 % | 204.635.549 $ | -114.078.397 $ | -35,8 % | 318.713.946 $ | +5.201.515 $ | +1,7 % | 313.512.431 $ | +15.225.294 $ | +5,1 % |
| Kestra Advisory Services, LLC | 315.878.193 $ | +88.407.867 $ | +38,9 % | 227.470.326 $ | +8.630.307 $ | +3,9 % | 218.840.019 $ | +10.396.114 $ | +5,0 % | 208.443.905 $ | +29.140.634 $ | +16,3 % |
| Heritage Financial Services, LLC | 311.801.401 $ | +46.900.105 $ | +17,7 % | 264.901.296 $ | +12.179.689 $ | +4,8 % | ||||||
| KEYBANK NATIONAL ASSOCIATION/OH | 301.382.028 $ | +15.217.329 $ | +5,3 % | 286.164.699 $ | -14.787.713 $ | -4,9 % | 300.952.412 $ | +6.749.969 $ | +2,3 % | 294.202.443 $ | +14.273.065 $ | +5,1 % |
| BARCLAYS PLC | 298.839.590 $ | +199.710.287 $ | +201,5 % | 99.129.303 $ | +30.778.840 $ | +45,0 % | 68.350.463 $ | +66.098.238 $ | +2.934,8 % | 2.252.225 $ | -265.046.838 $ | -99,2 % |
| Advance Capital Management, Inc. | 297.939.665 $ | +9.753.117 $ | +3,4 % | 288.186.548 $ | +31.962.640 $ | +12,5 % | 256.223.908 $ | |||||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 290.420.502 $ | +10.582.102 $ | +3,8 % | 279.838.400 $ | -1.688.879 $ | -0,6 % | 281.527.279 $ | +134.911 $ | +0,0 % | 281.392.368 $ | -466.128.867 $ | -62,4 % |
| OpenArc Corporate Advisory, LLC | 286.260.733 $ | +81.820.324 $ | +40,0 % | 204.440.409 $ | +31.912.956 $ | +18,5 % | 172.527.453 $ | |||||
| M&T BANK CORP | 285.593.969 $ | +115.187.355 $ | +67,6 % | 170.406.614 $ | -83.813.761 $ | -33,0 % | 254.220.375 $ | +6.933.113 $ | +2,8 % | 247.287.262 $ | +9.350.822 $ | +3,9 % |
| BlackRock, Inc. | 282.090.646 $ | +37.656.023 $ | +15,4 % | 244.434.623 $ | -18.625.046 $ | -7,1 % | 263.059.669 $ | +34.984.274 $ | +15,3 % | 228.075.395 $ | -1.127.055.314 $ | -83,2 % |
| HUNTINGTON NATIONAL BANK | 279.658.129 $ | +31.337.250 $ | +12,6 % | 248.320.879 $ | +138.819.428 $ | +126,8 % | 109.501.451 $ | +17.416.081 $ | +18,9 % | 92.085.370 $ | +62.629.719 $ | +212,6 % |
| NorthCoast Asset Management LLC | 53.789.117 $ | -221.231.507 $ | -80,4 % | 275.020.624 $ | +1.751.086 $ | +0,6 % | ||||||
| Apollon Wealth Management, LLC | 273.333.190 $ | +61.249.376 $ | +28,9 % | 212.083.814 $ | +78.194.105 $ | +58,4 % | 133.889.709 $ | +977.520 $ | +0,7 % | 132.912.189 $ | +12.464.642 $ | +10,3 % |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 261.046.262 $ | +22.487.809 $ | +9,4 % | 238.558.453 $ | +85.616.716 $ | +56,0 % | 152.941.737 $ | +9.826.698 $ | +6,9 % | 143.115.039 $ | +15.561.713 $ | +12,2 % |
| Clearstead Advisors, LLC | 257.590.883 $ | +25.677.190 $ | +11,1 % | 231.913.693 $ | -6.616.888 $ | -2,8 % | 238.530.581 $ | +15.804.641 $ | +7,1 % | 222.725.940 $ | +27.014.476 $ | +13,8 % |
| MANNING & NAPIER ADVISORS LLC | 256.576.697 $ | +161.631.273 $ | +170,2 % | 94.945.424 $ | +24.320.365 $ | +34,4 % | 70.625.059 $ | +26.895.470 $ | +61,5 % | 43.729.589 $ | +7.642.373 $ | +21,2 % |
| JANE STREET GROUP, LLC | 65.831.089 $ | -186.408.792 $ | -73,9 % | 252.239.881 $ | +145.506.268 $ | +136,3 % | 106.733.613 $ | -65.377.190 $ | -38,0 % | 172.110.803 $ | -2.894.551 $ | -1,7 % |
| BNP PARIBAS FINANCIAL MARKETS | 199.982.473 $ | -50.574.872 $ | -20,2 % | 250.557.345 $ | +102.418.303 $ | +69,1 % | 148.139.042 $ | +64.379.480 $ | +76,9 % | 83.759.562 $ | -112.607.081 $ | -57,3 % |
| Apella Capital, LLC | 248.537.200 $ | +7.068.983 $ | +2,9 % | 241.468.217 $ | +6.452.091 $ | +2,7 % | 235.016.126 $ | +2.709.806 $ | +1,2 % | 232.306.320 $ | +57.572.987 $ | +32,9 % |
| Farther Finance Advisors, LLC | 244.076.692 $ | +30.742.093 $ | +14,4 % | 213.334.599 $ | +40.105.560 $ | +23,2 % | 173.229.039 $ | +28.325.208 $ | +19,5 % | 144.903.831 $ | +69.293.769 $ | +91,6 % |
| NewEdge Advisors, LLC | 243.242.070 $ | +53.386.393 $ | +28,1 % | 189.855.677 $ | -15.571.653 $ | -7,6 % | 205.427.330 $ | +26.231.206 $ | +14,6 % | 179.196.124 $ | +12.118.351 $ | +7,3 % |
| EP Wealth Advisors, LLC | 241.766.500 $ | +93.827.533 $ | +63,4 % | 147.938.967 $ | +20.176.938 $ | +15,8 % | 127.762.029 $ | +98.076.937 $ | +330,4 % | |||
| OLD NATIONAL BANCORP /IN/ | 198.131.448 $ | +15.095.435 $ | +8,2 % | 183.036.013 $ | -54.994.512 $ | -23,1 % | 238.030.525 $ | +3.550.627 $ | +1,5 % | 234.479.898 $ | +4.570.827 $ | +2,0 % |
| Facet Wealth, Inc. | 234.789.218 $ | +26.630.190 $ | +12,8 % | 208.159.028 $ | +14.763.619 $ | +7,6 % | 193.395.409 $ | +23.318.544 $ | +13,7 % | 170.076.865 $ | +9.985.467 $ | +6,2 % |
| Acropolis Investment Management, LLC | 234.050.272 $ | +18.010.503 $ | +8,3 % | 216.039.769 $ | +16.309.387 $ | +8,2 % | 199.730.382 $ | -5.822.777 $ | -2,8 % | 205.553.159 $ | +7.986.283 $ | +4,0 % |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 233.373.548 $ | +9.835.497 $ | +4,4 % | 223.538.051 $ | +6.651.429 $ | +3,1 % | 216.886.622 $ | +38.126.474 $ | +21,3 % | 178.760.148 $ | -8.621.979 $ | -4,6 % |
| Mirae Asset Global Investments Co., Ltd. | 222.603.652 $ | -7.222.106 $ | -3,1 % | 229.825.758 $ | -1.892.276 $ | -0,8 % | 231.718.034 $ | -1.269.586 $ | -0,5 % | 232.987.620 $ | -1.366.795 $ | -0,6 % |
| PRUDENTIAL FINANCIAL INC | 173.200.839 $ | -24.186.108 $ | -12,3 % | 197.386.947 $ | -35.235.933 $ | -15,1 % | 232.622.880 $ | +10.565.350 $ | +4,8 % | 222.057.530 $ | +8.725.254 $ | +4,1 % |
| Forvis Mazars Wealth Advisors, LLC | 230.041.410 $ | +28.614.495 $ | +14,2 % | 201.426.915 $ | +19.973.323 $ | +11,0 % | 181.453.592 $ | +30.782.855 $ | +20,4 % | 150.670.737 $ | +41.255.002 $ | +37,7 % |
| Foster Group, Inc. | 229.268.896 $ | +11.172.519 $ | +5,1 % | 218.096.377 $ | +12.794.524 $ | +6,2 % | 205.301.853 $ | +10.806.383 $ | +5,6 % | 194.495.470 $ | +5.732.557 $ | +3,0 % |
| FIRST FINANCIAL BANKSHARES INC | 220.240.092 $ | -8.337.065 $ | -3,6 % | 228.577.157 $ | +1.615.153 $ | +0,7 % | 226.962.004 $ | +5.646.118 $ | +2,6 % | 221.315.886 $ | +4.886.073 $ | +2,3 % |
| NewEdge Wealth, LLC | 226.350.885 $ | +11.467.131 $ | +5,3 % | 214.883.754 $ | +20.673.358 $ | +10,6 % | 194.210.396 $ | +104.963.429 $ | +117,6 % | 89.246.967 $ | +4.186.384 $ | +4,9 % |
| VANGUARD GROUP INC | 224.381.625 $ | +130.743.617 $ | +139,6 % | 93.638.008 $ | -866.770.061 $ | -90,3 % | ||||||
| Cresset Asset Management, LLC | 222.843.805 $ | +87.898.656 $ | +65,1 % | 134.945.149 $ | +12.685.625 $ | +10,4 % | 122.259.524 $ | +76.126.146 $ | +165,0 % | 46.133.378 $ | +4.692.011 $ | +11,3 % |
| CITADEL ADVISORS LLC | 220.603.617 $ | +91.978.154 $ | +71,5 % | 128.625.463 $ | +1.858.052 $ | +1,5 % | 126.767.411 $ | +56.924.406 $ | +81,5 % | 69.843.005 $ | -41.127.698 $ | -37,1 % |
| Meiji Yasuda Life Insurance Co | 211.681.760 $ | -3.201.290 $ | -1,5 % | 214.883.050 $ | -5.099.400 $ | -2,3 % | 219.982.450 $ | +4.957.750 $ | +2,3 % | |||
| Summit Trail Advisors, LLC | 59.118.972 $ | +1.419.897 $ | +2,5 % | 57.699.075 $ | -18.904.186 $ | -24,7 % | 76.603.261 $ | -140.347.300 $ | -64,7 % | 216.950.561 $ | -9.489.382 $ | -4,2 % |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 214.034.000 $ | |||||||||||
| Betterment LLC | 213.065.000 $ | +35.305.000 $ | +19,9 % | 177.760.000 $ | +15.005.000 $ | +9,2 % | 162.755.000 $ | -2.106.000 $ | -1,3 % | 164.861.000 $ | +752.000 $ | +0,5 % |
| Kestra Investment Management, LLC | 152.050.078 $ | -59.078.281 $ | -28,0 % | 211.128.359 $ | +141.062.356 $ | +201,3 % | 70.066.003 $ | -3.676.211 $ | -5,0 % | 73.742.214 $ | -31.435.235 $ | -29,9 % |
| MERCER GLOBAL ADVISORS INC /ADV | 179.665.322 $ | +3.226.921 $ | +1,8 % | 176.438.401 $ | -22.462.353 $ | -11,3 % | 198.900.754 $ | -11.574.105 $ | -5,5 % | 210.474.859 $ | -25.722.727 $ | -10,9 % |
| &PARTNERS | 209.656.859 $ | +39.864.325 $ | +23,5 % | 169.792.534 $ | +7.912.665 $ | +4,9 % | 161.879.869 $ | +10.153.627 $ | +6,7 % | 151.726.242 $ | +27.660.875 $ | +22,3 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 167.000.070 $ | +40.508.156 $ | +32,0 % | 126.491.914 $ | -82.037.311 $ | -39,3 % | 208.529.225 $ | +54.194.572 $ | +35,1 % | 154.334.653 $ | -19.624.731 $ | -11,3 % |
| Smithfield Trust Co | 206.821.000 $ | -81.000 $ | -0,0 % | 206.902.000 $ | +6.501.000 $ | +3,2 % | 200.401.000 $ | -2.279.000 $ | -1,1 % | 202.680.000 $ | +4.065.000 $ | +2,0 % |
| Steele Capital Management, Inc. | 206.562.206 $ | +5.796.393 $ | +2,9 % | 200.765.813 $ | +12.074.729 $ | +6,4 % | 188.691.084 $ | +5.057.199 $ | +2,8 % | 183.633.885 $ | +25.318.545 $ | +16,0 % |
| Aaron Wealth Advisors LLC | 205.771.479 $ | +9.213.637 $ | +4,7 % | 196.557.842 $ | +27.830.435 $ | +16,5 % | 168.727.407 $ | +15.405.529 $ | +10,0 % | 153.321.878 $ | +24.188.884 $ | +18,7 % |
| Advisory Alpha, LLC | 204.620.768 $ | +3.416.713 $ | +1,7 % | 201.204.055 $ | +27.924.315 $ | +16,1 % | 173.279.740 $ | +4.772.034 $ | +2,8 % | 168.507.706 $ | +8.464.361 $ | +5,3 % |
| Orion Porfolio Solutions, LLC | 167.775.138 $ | -4.750.010 $ | -2,8 % | 172.525.148 $ | -31.965.211 $ | -15,6 % | 204.490.359 $ | +8.148.465 $ | +4,2 % | 196.341.894 $ | +16.640.604 $ | +9,3 % |
| CWM, LLC | 204.388.193 $ | +7.838.193 $ | +4,0 % | 196.550.000 $ | +56.086.000 $ | +39,9 % | 140.464.000 $ | +7.747.000 $ | +5,8 % | |||
| Arista Wealth Management, LLC | 202.102.816 $ | +17.574.049 $ | +9,5 % | 184.528.767 $ | -9.586.362 $ | -4,9 % | 194.115.129 $ | +8.530.776 $ | +4,6 % | 185.584.353 $ | +18.173.985 $ | +10,9 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 198.634.000 $ | +26.154.000 $ | +15,2 % | 172.480.000 $ | -29.179.000 $ | -14,5 % | 201.659.000 $ | +76.225.000 $ | +60,8 % | 125.434.000 $ | +52.323.000 $ | +71,6 % |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 180.916.227 $ | +17.031.081 $ | +10,4 % | 163.885.146 $ | -19.168.821 $ | -10,5 % | 183.053.967 $ | -18.090.251 $ | -9,0 % | 201.144.218 $ | +23.838.991 $ | +13,4 % |
| Hilton Capital Management, LLC | 190.560.027 $ | -10.154.739 $ | -5,1 % | 200.714.766 $ | +12.195.111 $ | +6,5 % | 188.519.655 $ | +21.325.223 $ | +12,8 % | 167.194.432 $ | +31.823.090 $ | +23,5 % |
| Arlington Trust Co LLC | 198.183.244 $ | +12.349.809 $ | +6,6 % | 185.833.435 $ | +180.649.511 $ | +3.484,8 % | 5.183.924 $ | -260.893 $ | -4,8 % | 5.444.817 $ | -234.356 $ | -4,1 % |
| COMERICA BANK | 197.298.981 $ | -624.741 $ | -0,3 % | 197.923.722 $ | -2.368.962 $ | -1,2 % | ||||||
| Atria Investments, Inc | 197.111.619 $ | +32.426.137 $ | +19,7 % | 164.685.482 $ | +78.960.772 $ | +92,1 % | 85.724.710 $ | +6.681.162 $ | +8,5 % | 79.043.548 $ | -6.588.966 $ | -7,7 % |
| BENJAMIN EDWARDS INC | 196.631.998 $ | +2.621.846 $ | +1,4 % | 194.010.152 $ | +20.836.416 $ | +12,0 % | 173.173.736 $ | +6.903.454 $ | +4,2 % | 166.270.282 $ | +16.385.856 $ | +10,9 % |
| Alesco Advisors, LLC, An ESL Co | 196.304.571 $ | +5.648.462 $ | +3,0 % | 190.656.109 $ | +8.074.797 $ | +4,4 % | 182.581.312 $ | +73.303.242 $ | +67,1 % | 109.278.070 $ | +9.825.166 $ | +9,9 % |
| Procyon Advisors, LLC | 196.093.519 $ | +26.295.982 $ | +15,5 % | 169.797.537 $ | -4.133.967 $ | -2,4 % | 173.931.504 $ | +1.239.245 $ | +0,7 % | 172.692.259 $ | +159.293.172 $ | +1.188,8 % |
| EVOKE WEALTH, LLC | 195.702.308 $ | +26.836.693 $ | +15,9 % | 168.865.615 $ | +33.074.315 $ | +24,4 % | 135.791.300 $ | +12.947.544 $ | +10,5 % | |||
| Pure Financial Advisors, LLC | 194.437.209 $ | +12.941.422 $ | +7,1 % | 181.495.787 $ | +16.121.154 $ | +9,7 % | 165.374.633 $ | +15.300.737 $ | +10,2 % | 150.073.896 $ | +13.550.122 $ | +9,9 % |
| Davidson Capital Management Inc. | 189.281.962 $ | +3.951.084 $ | +2,1 % | 185.330.878 $ | +76.725.554 $ | +70,6 % | 108.605.324 $ | +7.876.855 $ | +7,8 % | 100.728.469 $ | +6.777.748 $ | +7,2 % |
| WestHill Financial Advisors, Inc. | 188.485.058 $ | +25.578.053 $ | +15,7 % | 162.907.005 $ | -3.333.549 $ | -2,0 % | 166.240.554 $ | +3.448.970 $ | +2,1 % | 162.791.584 $ | +14.645.690 $ | +9,9 % |
| ALLIANZ SE | 181.840.443 $ | -6.332.477 $ | -3,4 % | 188.172.920 $ | +4.882.397 $ | +2,7 % | 183.290.523 $ | +183.254.356 $ | +506.689,4 % | 36.167 $ | -27.299.349 $ | -99,9 % |
| Allianz Investment Management U.S. LLC | 187.603.332 $ | +4.228.021 $ | +2,3 % | |||||||||
| Zhang Financial LLC | 186.376.163 $ | +63.506.418 $ | +51,7 % | 122.869.745 $ | +27.428.977 $ | +28,7 % | 95.440.768 $ | +21.671.010 $ | +29,4 % | 73.769.758 $ | +6.957.686 $ | +10,4 % |
| South Dakota Investment Council | 186.125.000 $ | +44.600.000 $ | +31,5 % | 141.525.000 $ | +10.900.000 $ | +8,3 % | 130.625.000 $ | +126.599.000 $ | +3.144,5 % | |||
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 157.618.997 $ | -18.459.593 $ | -10,5 % | 176.078.590 $ | -8.976.301 $ | -4,9 % | 185.054.891 $ | +35.429.568 $ | +23,7 % | 149.625.323 $ | +5.507.403 $ | +3,8 % |
| COLDSTREAM CAPITAL MANAGEMENT INC | 181.794.603 $ | -3.083.462 $ | -1,7 % | 184.878.065 $ | +20.615.270 $ | +12,6 % | 164.262.795 $ | +37.817.548 $ | +29,9 % | |||
| Valeo Financial Advisors, LLC | 141.577.538 $ | -42.928.813 $ | -23,3 % | 184.506.351 $ | +6.856.619 $ | +3,9 % | 177.649.732 $ | +4.110.988 $ | +2,4 % | 173.538.744 $ | +8.344.361 $ | +5,1 % |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 181.594.672 $ | +14.943.027 $ | +9,0 % | 166.651.645 $ | +1.063.426 $ | +0,6 % | 165.588.219 $ | +1.752.027 $ | +1,1 % | 163.836.192 $ | +21.890.846 $ | +15,4 % |
| Global Strategic Investment Solutions, LLC | 181.502.273 $ | +17.918.820 $ | +11,0 % | 163.583.453 $ | +1.589.094 $ | +1,0 % | 161.994.359 $ | +2.105.180 $ | +1,3 % | 159.889.179 $ | +11.712.891 $ | +7,9 % |
| Modera Wealth Management, LLC | 176.883.622 $ | +9.693.313 $ | +5,8 % | 167.190.309 $ | -12.174.763 $ | -6,8 % | 179.365.072 $ | -730.359 $ | -0,4 % | 180.095.431 $ | +6.952.445 $ | +4,0 % |
| Beacon Capital Management, Inc. | 70.894.425 $ | -106.872.692 $ | -60,1 % | 177.767.117 $ | +109.972.960 $ | +162,2 % | 67.794.157 $ | +24.157.926 $ | +55,4 % | 43.636.231 $ | -17.896.542 $ | -29,1 % |
| Miller Investment Management, LP | 166.206.307 $ | -10.757.209 $ | -6,1 % | 176.963.516 $ | +18.470.387 $ | +11,7 % | 158.493.129 $ | +94.653.384 $ | +148,3 % | 63.839.745 $ | +3.017.551 $ | +5,0 % |
| Angeles Investment Advisors, LLC | 105.925.023 $ | -16.336.618 $ | -13,4 % | 122.261.641 $ | -25.783.538 $ | -17,4 % | 148.045.179 $ | -27.767.266 $ | -15,8 % | 175.812.445 $ | +53.917.045 $ | +44,2 % |
| Perigon Wealth Management, LLC | 175.526.848 $ | +2.277.562 $ | +1,3 % | 173.249.286 $ | ||||||||
| WestEnd Advisors, LLC | 154.229.057 $ | -20.492.332 $ | -11,7 % | 174.721.389 $ | +3.534.439 $ | +2,1 % | 171.186.950 $ | +2.190.119 $ | +1,3 % | 168.996.831 $ | +19.110.909 $ | +12,8 % |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 170.914.892 $ | +21.652.298 $ | +14,5 % | 149.262.594 $ | -4.672.588 $ | -3,0 % | 153.935.182 $ | +6.335.441 $ | +4,3 % | 147.599.741 $ | +14.911.506 $ | +11,2 % |
| Merit Financial Group, LLC | 168.556.929 $ | +17.248.483 $ | +11,4 % | 151.308.446 $ | +9.355.183 $ | +6,6 % | 141.953.263 $ | +22.321.443 $ | +18,7 % | 119.631.820 $ | -17.061.173 $ | -12,5 % |
| VANGUARD CAPITAL MANAGEMENT LLC | 125.112.737 $ | -41.298.565 $ | -24,8 % | 166.411.302 $ | ||||||||
| AMG National Trust Bank | 163.999.224 $ | +56.668.443 $ | +52,8 % | 107.330.781 $ | +17.310.472 $ | +19,2 % | 90.020.309 $ | +10.677.546 $ | +13,5 % | 79.342.763 $ | +5.030.586 $ | +6,8 % |
| Diversified Portfolios, Inc. | 163.786.692 $ | +21.021.195 $ | +14,7 % | 142.765.497 $ | +6.247.944 $ | +4,6 % | 136.517.553 $ | +7.449.377 $ | +5,8 % | 129.068.176 $ | +15.008.618 $ | +13,2 % |
| Lido Advisors, LLC | 142.075.090 $ | -11.603.371 $ | -7,6 % | 153.678.461 $ | -9.510.647 $ | -5,8 % | 163.189.108 $ | +35.374.085 $ | +27,7 % | 127.815.023 $ | +12.010.676 $ | +10,4 % |
| Busey Bank | 162.794.868 $ | +3.117.100 $ | +2,0 % | 159.677.768 $ | +9.901.604 $ | +6,6 % | 149.776.164 $ | +6.513.868 $ | +4,5 % | 143.262.296 $ | +8.533.460 $ | +6,3 % |
| COMMERCE BANK | 162.369.959 $ | +29.395.936 $ | +22,1 % | 132.974.023 $ | +23.914.038 $ | +21,9 % | 109.059.985 $ | +2.981.564 $ | +2,8 % | 106.078.421 $ | +15.529.167 $ | +17,1 % |
| TWO SIGMA INVESTMENTS, LP | 23.147.892 $ | -138.859.597 $ | -85,7 % | 162.007.489 $ | +88.117.422 $ | +119,3 % | 73.890.067 $ | +47.974.816 $ | +185,1 % | 25.915.251 $ | -170.982.788 $ | -86,8 % |
| Concurrent Investment Advisors, LLC | 160.860.781 $ | +49.954.619 $ | +45,0 % | 110.906.162 $ | -4.497.112 $ | -3,9 % | 115.403.274 $ | +47.669.333 $ | +70,4 % | 67.733.941 $ | +2.326.144 $ | +3,6 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 158.501.668 $ | +42.072.704 $ | +36,1 % | 116.428.964 $ | +19.588.651 $ | +20,2 % | 96.840.313 $ | +12.011.522 $ | +14,2 % | 84.828.791 $ | +24.185.131 $ | +39,9 % |
| AQR CAPITAL MANAGEMENT LLC | 157.788.326 $ | +42.904.071 $ | +37,3 % | 114.884.255 $ | +13.471.310 $ | +13,3 % | 101.412.945 $ | +20.767.705 $ | +25,8 % | 80.645.240 $ | +565.527 $ | +0,7 % |
| Constellation Investments, Inc. | 115.288.099 $ | -22.625.755 $ | -16,4 % | 137.913.854 $ | -19.838.685 $ | -12,6 % | 157.752.539 $ | +51.739.606 $ | +48,8 % | 106.012.933 $ | +1.679.643 $ | +1,6 % |
| COUNTRY TRUST BANK | 21.179.733 $ | -118.576.413 $ | -84,8 % | 139.756.146 $ | -9.362.617 $ | -6,3 % | 149.118.763 $ | -8.301.333 $ | -5,3 % | 157.420.096 $ | +150.168.490 $ | +2.070,8 % |
| Warwick Investment Management, Inc. | 157.359.703 $ | +54.664.345 $ | +53,2 % | 102.695.358 $ | +27.212.891 $ | +36,1 % | 75.482.467 $ | +30.584.300 $ | +68,1 % | 44.898.167 $ | +19.274.908 $ | +75,2 % |
| Employees' Retirement Fund of the City of Fort Worth | 110.445.085 $ | +31.597.966 $ | +40,1 % | 78.847.119 $ | +767.002 $ | +1,0 % | 78.080.117 $ | -78.815.033 $ | -50,2 % | 156.895.150 $ | +100.043.915 $ | +176,0 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 155.789.979 $ | +1.065.189 $ | +0,7 % | 154.724.790 $ | -1.159.287 $ | -0,7 % | 155.884.077 $ | +2.983.522 $ | +2,0 % | 152.900.555 $ | +2.519.279 $ | +1,7 % |
| BOK Financial Private Wealth, Inc. | 155.608.191 $ | +21.521.549 $ | +16,1 % | 134.086.642 $ | +52.628.314 $ | +64,6 % | 81.458.328 $ | +3.790.670 $ | +4,9 % | 77.667.658 $ | +9.101.205 $ | +13,3 % |
| BROWN ADVISORY INC | 101.272.220 $ | +15.232.480 $ | +17,7 % | 86.039.740 $ | -68.907.076 $ | -44,5 % | 154.946.816 $ | +14.934.368 $ | +10,7 % | 140.012.448 $ | -89.691.232 $ | -39,0 % |
| Waverly Advisors, LLC | 154.887.772 $ | +18.968.474 $ | +14,0 % | 135.919.298 $ | +11.903.214 $ | +9,6 % | 124.016.084 $ | +17.954.387 $ | +16,9 % | 106.061.697 $ | +7.377.270 $ | +7,5 % |
| Retirement Systems of Alabama | 153.889.404 $ | -864.613 $ | -0,6 % | 154.754.017 $ | +15.756.133 $ | +11,3 % | 138.997.884 $ | +26.586.596 $ | +23,7 % | 112.411.288 $ | -5.036.848 $ | -4,3 % |
| STEPHENS INC /AR/ | 154.061.828 $ | +12.566.822 $ | +8,9 % | 141.495.006 $ | +6.219.112 $ | +4,6 % | 135.275.894 $ | +1.184.043 $ | +0,9 % | 134.091.851 $ | +6.907.425 $ | +5,4 % |
| Oakworth Capital, Inc. | 153.694.769 $ | +5.784.965 $ | +3,9 % | 147.909.804 $ | +9.247.855 $ | +6,7 % | 138.661.949 $ | +34.469.906 $ | +33,1 % | 104.192.043 $ | +4.954.586 $ | +5,0 % |
| Penserra Capital Management LLC | 140.205.000 $ | -10.638.000 $ | -7,1 % | 150.843.000 $ | +9.384.000 $ | +6,6 % | 141.459.000 $ | +14.569.000 $ | +11,5 % | 126.890.000 $ | +61.836.000 $ | +95,1 % |
| MACQUARIE GROUP LTD | 149.943.635 $ | +147.749.137 $ | +6.732,7 % | |||||||||
| Bernicke Wealth Management, Ltd. | 149.690.442 $ | +7.136.355 $ | +5,0 % | 142.554.087 $ | +231.933 $ | +0,2 % | 142.322.154 $ | |||||
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 149.039.398 $ | +49.244.113 $ | +49,3 % | 99.795.285 $ | +3.777.528 $ | +3,9 % | 96.017.757 $ | +1.728.138 $ | +1,8 % | 94.289.619 $ | +71.697.434 $ | +317,4 % |
| GDS Wealth Management | 148.204.631 $ | +17.790.951 $ | +13,6 % | 130.413.680 $ | +11.738.696 $ | +9,9 % | 118.674.984 $ | +11.250.347 $ | +10,5 % | 107.424.637 $ | +14.452.657 $ | +15,5 % |
| Shakespeare Wealth Management, LLC | 145.735.393 $ | +44.518.236 $ | +44,0 % | 101.217.157 $ | -126.085 $ | -0,1 % | 101.343.242 $ | +2.260.984 $ | +2,3 % | 99.082.258 $ | +7.363.833 $ | +8,0 % |
| Quent Capital, LLC | 144.398.064 $ | +23.586.850 $ | +19,5 % | 120.811.214 $ | -8.188.504 $ | -6,3 % | 128.999.718 $ | -649.799 $ | -0,5 % | 129.649.517 $ | +8.594.223 $ | +7,1 % |
| ALERUS FINANCIAL NA | 128.284.582 $ | -15.364.840 $ | -10,7 % | 143.649.422 $ | +779.181 $ | +0,5 % | 142.870.241 $ | +12.360.578 $ | +9,5 % | 130.509.663 $ | +82.773.314 $ | +173,4 % |
| 1834 INVESTMENT ADVISORS CO | 143.497.430 $ | +4.479.885 $ | +3,2 % | 139.017.545 $ | +5.935.734 $ | +4,5 % | 133.081.811 $ | -3.520.860 $ | -2,6 % | 136.602.671 $ | +2.464.112 $ | +1,8 % |
| Garde Capital, Inc. | 143.068.466 $ | +66.359.401 $ | +86,5 % | 76.709.065 $ | +14.882.196 $ | +24,1 % | 61.826.869 $ | -53.867.880 $ | -46,6 % | 115.694.749 $ | +20.615.982 $ | +21,7 % |
| JOHNSON INVESTMENT COUNSEL INC | 142.232.827 $ | +13.564.685 $ | +10,5 % | 128.668.142 $ | +115.601.198 $ | +884,7 % | 13.066.944 $ | +816.253 $ | +6,7 % | 12.250.691 $ | +1.549.713 $ | +14,5 % |
| CIBC Bancorp USA Inc. | 142.182.010 $ | +48.871.268 $ | +52,4 % | 93.310.742 $ | ||||||||
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 141.211.059 $ | +5.371.917 $ | +4,0 % | 135.839.142 $ | +3.945.533 $ | +3,0 % | 131.893.609 $ | +4.949.927 $ | +3,9 % | 126.943.682 $ | +5.952.516 $ | +4,9 % |
| Legacy Edge Advisors, LLC | 139.616.601 $ | +9.343.970 $ | +7,2 % | 130.272.631 $ | +15.543.529 $ | +13,5 % | 114.729.102 $ | +19.277.124 $ | +20,2 % | |||
| AMI INVESTMENT MANAGEMENT INC | 133.269.740 $ | -6.067.944 $ | -4,4 % | 139.337.684 $ | +3.658.839 $ | +2,7 % | 135.678.845 $ | -3.405.178 $ | -2,4 % | 139.084.023 $ | +27.367.299 $ | +24,5 % |
| Neuberger Berman Group LLC | 138.951.718 $ | +17.544.648 $ | +14,5 % | 121.407.070 $ | +5.634.150 $ | +4,9 % | 115.772.920 $ | +38.043.256 $ | +48,9 % | 77.729.664 $ | +14.608.839 $ | +23,1 % |
| Summit Financial, LLC | 138.037.303 $ | +13.475.900 $ | +10,8 % | 124.561.403 $ | +32.082.472 $ | +34,7 % | 92.478.931 $ | +1.512.186 $ | +1,7 % | 90.966.745 $ | +60.213.155 $ | +195,8 % |
| Wedmont Private Capital | 137.083.466 $ | +12.116.989 $ | +9,7 % | 124.966.477 $ | +13.964.888 $ | +12,6 % | 111.001.589 $ | +5.643.470 $ | +5,4 % | 105.358.119 $ | +9.320.150 $ | +9,7 % |
| 1832 Asset Management L.P. | 136.309.210 $ | +5.659.150 $ | +4,3 % | 130.650.060 $ | +1.928.318 $ | +1,5 % | 128.721.742 $ | +1.579.631 $ | +1,2 % | 127.142.111 $ | +669.417 $ | +0,5 % |
| Bangor Savings Bank | 136.248.826 $ | +8.843.702 $ | +6,9 % | 127.405.124 $ | +3.672.736 $ | +3,0 % | 123.732.388 $ | +9.759.234 $ | +8,6 % | 113.973.154 $ | +5.181.903 $ | +4,8 % |
| Stordahl Capital Management, Inc. | 135.736.659 $ | +15.097.014 $ | +12,5 % | 120.639.645 $ | +1.985.963 $ | +1,7 % | 118.653.682 $ | +2.224.139 $ | +1,9 % | 116.429.543 $ | +6.946.530 $ | +6,3 % |
| Mitsubishi UFJ Asset Management Co., Ltd. | 62.897.459 $ | -21.652.640 $ | -25,6 % | 84.550.099 $ | -24.410.155 $ | -22,4 % | 108.960.254 $ | -26.624.012 $ | -19,6 % | 135.584.266 $ | -43.070.397 $ | -24,1 % |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 115.490.515 $ | -19.572.447 $ | -14,5 % | 135.062.962 $ | -263.631 $ | -0,2 % | 135.326.593 $ | |||||
| Klingman & Associates, LLC | 135.154.662 $ | +10.499.950 $ | +8,4 % | 124.654.712 $ | +17.989.459 $ | +16,9 % | 106.665.253 $ | +13.173.081 $ | +14,1 % | 93.492.172 $ | +8.907.329 $ | +10,5 % |
| OLD MISSION CAPITAL LLC | 105.491.665 $ | -28.324.459 $ | -21,2 % | 133.816.124 $ | +114.918.295 $ | +608,1 % | 18.897.829 $ | +642.808 $ | +3,5 % | 18.255.021 $ | +13.487.820 $ | +282,9 % |
| Wealthquest Corp | 68.615.725 $ | -65.074.234 $ | -48,7 % | 133.689.959 $ | +61.680.445 $ | +85,7 % | 72.009.514 $ | -3.151.349 $ | -4,2 % | 75.160.863 $ | -64.855.919 $ | -46,3 % |
| PROFFITT & GOODSON INC | 103.921.755 $ | +11.111.183 $ | +12,0 % | 92.810.572 $ | -40.823.193 $ | -30,5 % | 133.633.765 $ | +8.034.587 $ | +6,4 % | 125.599.178 $ | +6.136.716 $ | +5,1 % |
| Hapanowicz & Associates Financial Services, Inc | 133.244.492 $ | +17.610.769 $ | +15,2 % | 115.633.723 $ | -3.880.659 $ | -3,2 % | 119.514.382 $ | +1.978.045 $ | +1,7 % | 117.536.337 $ | +9.285.923 $ | +8,6 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 131.923.546 $ | +3.826.883 $ | +3,0 % | 128.096.663 $ | -3.303.334 $ | -2,5 % | 131.399.997 $ | +10.193.312 $ | +8,4 % | 121.206.685 $ | +8.996.921 $ | +8,0 % |
| Hanson & Doremus Investment Management | 131.741.000 $ | +8.995.000 $ | +7,3 % | 122.746.000 $ | +4.869.000 $ | +4,1 % | 117.877.000 $ | +8.282.000 $ | +7,6 % | 109.595.000 $ | +9.136.000 $ | +9,1 % |
| Stonebridge Capital Advisors LLC | 130.677.538 $ | +6.294.775 $ | +5,1 % | 124.382.763 $ | +5.385.215 $ | +4,5 % | 118.997.548 $ | +4.643.921 $ | +4,1 % | 114.353.627 $ | +8.403.984 $ | +7,9 % |
| Arax Advisory Partners | 130.639.785 $ | +116.286.265 $ | +810,2 % | 14.353.520 $ | -17.608.179 $ | -55,1 % | 31.961.699 $ | +3.860.242 $ | +13,7 % | 28.101.457 $ | +20.773.543 $ | +283,5 % |
| Mesirow Financial Investment Management, Inc. | 129.875.491 $ | +17.637.417 $ | +15,7 % | 112.238.074 $ | +38.044.822 $ | +51,3 % | 74.193.252 $ | -38.934.347 $ | -34,4 % | 113.127.599 $ | +13.697.700 $ | +13,8 % |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 127.446.300 $ | -154.200 $ | -0,1 % | 127.600.500 $ | -1.542.000 $ | -1,2 % | 129.142.500 $ | -555.120 $ | -0,4 % | 129.697.620 $ | -30.641.312 $ | -19,1 % |
| RENAISSANCE TECHNOLOGIES LLC | 88.454.971 $ | +65.864.286 $ | +291,6 % | 22.590.685 $ | +9.594.769 $ | +73,8 % | 12.995.916 $ | -116.563.973 $ | -90,0 % | 129.559.889 $ | -196.031.725 $ | -60,2 % |
| Martel Wealth Advisors LLC | 129.180.491 $ | +6.859.718 $ | +5,6 % | 122.320.773 $ | +5.080.372 $ | +4,3 % | 117.240.401 $ | +4.013.887 $ | +3,5 % | 113.226.514 $ | +5.808.898 $ | +5,4 % |
| NATIONAL BANK OF CANADA /FI/ | 94.810.189 $ | +62.387.579 $ | +192,4 % | 32.422.610 $ | -96.493.817 $ | -74,8 % | 128.916.427 $ | +92.994.684 $ | +258,9 % | 35.921.743 $ | -106.960.259 $ | -74,9 % |
| PARK AVENUE SECURITIES LLC | 127.925.000 $ | +29.094.000 $ | +29,4 % | 98.831.000 $ | -11.839.000 $ | -10,7 % | 110.670.000 $ | +7.502.000 $ | +7,3 % | 103.168.000 $ | +6.465.000 $ | +6,7 % |
| Robertson Stephens Wealth Management, LLC | 121.831.783 $ | +7.943.946 $ | +7,0 % | 113.887.837 $ | -13.033.428 $ | -10,3 % | 126.921.265 $ | +10.068.921 $ | +8,6 % | 116.852.344 $ | +7.228.506 $ | +6,6 % |
| CAPE COD FIVE CENTS SAVINGS BANK | 126.453.028 $ | +39.376.001 $ | +45,2 % | 87.077.027 $ | +0 $ | +0,0 % | 87.077.027 $ | +0 $ | +0,0 % | |||
| Capital Investment Advisors, LLC | 126.094.738 $ | +34.274.878 $ | +37,3 % | 91.819.860 $ | +59.450.203 $ | +183,7 % | 32.369.657 $ | +9.325.194 $ | +40,5 % | 23.044.463 $ | +2.651.112 $ | +13,0 % |
| VICTORY CAPITAL MANAGEMENT INC | 125.358.480 $ | +29.826.572 $ | +31,2 % | 95.531.908 $ | -18.032.779 $ | -15,9 % | 113.564.687 $ | -6.843.936 $ | -5,7 % | 120.408.623 $ | +3.397.745 $ | +2,9 % |
| Aptus Capital Advisors, LLC | 70.265.181 $ | -54.783.904 $ | -43,8 % | 125.049.085 $ | +59.411.233 $ | +90,5 % | 65.637.852 $ | +2.284.067 $ | +3,6 % | 63.353.785 $ | +2.718.235 $ | +4,5 % |
| Badgley Phelps Wealth Managers, LLC | 123.566.556 $ | +1.682.750 $ | +1,4 % | 121.883.806 $ | -2.440.091 $ | -2,0 % | 124.323.897 $ | -625.652 $ | -0,5 % | 124.949.549 $ | -384.362 $ | -0,3 % |
| MIDLAND WEALTH ADVISORS, LLC | 121.581.911 $ | +7.176.317 $ | +6,3 % | 114.405.594 $ | +2.154.816 $ | +1,9 % | 112.250.778 $ | -11.858.272 $ | -9,6 % | 124.109.050 $ | -90.896.186 $ | -42,3 % |
| Allworth Financial LP | 110.061.040 $ | -9.754.280 $ | -8,1 % | 119.815.320 $ | -2.324.797 $ | -1,9 % | 122.140.117 $ | -1.455.198 $ | -1,2 % | 123.595.315 $ | -899.361 $ | -0,7 % |
| Cliffwater LLC | 120.739.805 $ | +8.572.100 $ | +7,6 % | 112.167.705 $ | -3.010.973 $ | -2,6 % | 115.178.678 $ | -7.817.071 $ | -6,4 % | 122.995.749 $ | +8.477.347 $ | +7,4 % |
| AE Wealth Management LLC | 122.057.562 $ | +13.834.134 $ | +12,8 % | 108.223.428 $ | +2.202.036 $ | +2,1 % | 106.021.392 $ | +4.910.454 $ | +4,9 % | 101.110.938 $ | +20.883.891 $ | +26,0 % |
| Evergreen Advisors, LLC | 121.618.891 $ | +3.636.037 $ | +3,1 % | 117.982.854 $ | +4.218.160 $ | +3,7 % | 113.764.694 $ | +4.548.405 $ | +4,2 % | |||
| Wealth Dimensions Group, Ltd. | 119.871.878 $ | +10.914.962 $ | +10,0 % | 108.956.916 $ | +613.963 $ | +0,6 % | 108.342.953 $ | +4.341.009 $ | +4,2 % | 104.001.944 $ | +6.896.120 $ | +7,1 % |
| NISA INVESTMENT ADVISORS, LLC | 119.778.722 $ | +105.108.824 $ | +716,5 % | 14.669.898 $ | +355.448 $ | +2,5 % | 14.314.450 $ | -14.777.176 $ | -50,8 % | 29.091.626 $ | -3.788.360 $ | -11,5 % |
| STUDIO INVESTMENT MANAGEMENT LLC | 119.771.896 $ | +3.199.166 $ | +2,7 % | 116.572.730 $ | +2.643.267 $ | +2,3 % | 113.929.463 $ | +3.710.416 $ | +3,4 % | 110.219.047 $ | +10.196.486 $ | +10,2 % |
| Cadence Bank | 119.590.194 $ | +5.200.665 $ | +4,5 % | 114.389.529 $ | +12.670.264 $ | +12,5 % | ||||||
| PRINCIPAL FINANCIAL GROUP INC | 118.255.163 $ | +43.835.706 $ | +58,9 % | 74.419.457 $ | -14.234.349 $ | -16,1 % | 88.653.806 $ | -8.076.254 $ | -8,3 % | 96.730.060 $ | -65.939.332 $ | -40,5 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 113.295.164 $ | +4.269.174 $ | +3,9 % | 109.025.990 $ | -8.616.647 $ | -7,3 % | 117.642.637 $ | +10.214.873 $ | +9,5 % | 107.427.764 $ | +11.077.726 $ | +11,5 % |
| FRANKLIN RESOURCES INC | 110.531.917 $ | +4.936.794 $ | +4,7 % | 105.595.123 $ | -11.993.521 $ | -10,2 % | 117.588.644 $ | +539.015 $ | +0,5 % | 117.049.629 $ | -76.427.316 $ | -39,5 % |
| MAYPORT, LLC | 116.993.465 $ | +6.853.556 $ | +6,2 % | 110.139.909 $ | +12.075.495 $ | +12,3 % | 98.064.414 $ | +11.867.811 $ | +13,8 % | 86.196.603 $ | +16.530.209 $ | +23,7 % |
| iA Global Asset Management Inc. | 116.641.000 $ | +82.988.000 $ | +246,6 % | 33.653.000 $ | +941.000 $ | +2,9 % | 32.712.000 $ | +509.000 $ | +1,6 % | 32.203.000 $ | -47.633.000 $ | -59,7 % |
| NORTHWEST WEALTH MANAGEMENT, LLC | 115.371.934 $ | +10.698.482 $ | +10,2 % | 104.673.452 $ | +8.559.539 $ | +8,9 % | 96.113.913 $ | +8.843.024 $ | +10,1 % | 87.270.889 $ | +3.477.272 $ | +4,1 % |
| Russell Investments Group, Ltd. | 115.309.747 $ | +789.828 $ | +0,7 % | 114.519.919 $ | +404.098 $ | +0,4 % | 114.115.821 $ | +107.570.510 $ | +1.643,5 % | 6.545.311 $ | -6.394.187 $ | -49,4 % |
| CYPRESS FINANCIAL PLANNING LLC | 115.261.602 $ | +5.967.162 $ | +5,5 % | 109.294.440 $ | +3.457.719 $ | +3,3 % | 105.836.721 $ | +14.904.327 $ | +16,4 % | 90.932.394 $ | +5.460.193 $ | +6,4 % |
| TRUSTMARK BANK TRUST DEPARTMENT | 98.910.523 $ | -15.764.270 $ | -13,7 % | 114.674.793 $ | +27.663.661 $ | +31,8 % | 87.011.132 $ | +4.074.554 $ | +4,9 % | 82.936.578 $ | +17.462.047 $ | +26,7 % |
| Rakuten Investment Management, Inc. | 47.898.171 $ | -65.897.983 $ | -57,9 % | 113.796.154 $ | +56.898.077 $ | +100,0 % | 56.898.077 $ | +0 $ | +0,0 % | 56.898.077 $ | ||
| Callan Family Office, LLC | 113.614.482 $ | +12.825.572 $ | +12,7 % | 100.788.910 $ | -9.816.371 $ | -8,9 % | 110.605.281 $ | +110.165.837 $ | +25.069,4 % | |||
| Vise Technologies, Inc. | 113.075.344 $ | +0 $ | +0,0 % | 113.075.344 $ | +19.118.352 $ | +20,3 % | 93.956.992 $ | +4.787.484 $ | +5,4 % | |||
| PATTEN & PATTEN INC/TN | 112.432.756 $ | +31.007.378 $ | +38,1 % | 81.425.378 $ | +822.223 $ | +1,0 % | 80.603.155 $ | +5.955.796 $ | +8,0 % | 74.647.359 $ | +9.620.539 $ | +14,8 % |
| VANGUARD ADVISERS INC | 111.801.059 $ | +12.701.374 $ | +12,8 % | 99.099.685 $ | ||||||||
| FIRST NATIONAL BANK OF OMAHA | 111.761.822 $ | +21.817.680 $ | +24,3 % | 89.944.142 $ | +774.910 $ | +0,9 % | 89.169.232 $ | +88.453.563 $ | +12.359,6 % | 715.669 $ | -402.175 $ | -36,0 % |
| Fund Evaluation Group, LLC | 39.536.720 $ | -72.142.200 $ | -64,6 % | 111.678.920 $ | +15.599.210 $ | +16,2 % | 96.079.710 $ | +6.850.419 $ | +7,7 % | 89.229.291 $ | +2.610.291 $ | +3,0 % |
| Integrated Wealth Concepts LLC | 111.278.688 $ | +31.340.242 $ | +39,2 % | 79.938.446 $ | +35.990.003 $ | +81,9 % | 43.948.443 $ | -1.975.998 $ | -4,3 % | 45.924.441 $ | -7.508.836 $ | -14,1 % |
| Portland Global Advisors LLC | 104.943.427 $ | -5.136.816 $ | -4,7 % | 110.080.243 $ | +3.904.775 $ | +3,7 % | 106.175.468 $ | +5.074.434 $ | +5,0 % | 101.101.034 $ | +4.355.650 $ | +4,5 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 104.137.318 $ | +74.311.798 $ | +249,2 % | 29.825.520 $ | -79.385.152 $ | -72,7 % | 109.210.672 $ | +14.868.235 $ | +15,8 % | 94.342.437 $ | +5.088.008 $ | +5,7 % |
| LPWM LLC | 108.743.524 $ | +18.350.235 $ | +20,3 % | 90.393.289 $ | -6.140.191 $ | -6,4 % | 96.533.480 $ | +3.386.641 $ | +3,6 % | 93.146.839 $ | +9.385.586 $ | +11,2 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 107.867.646 $ | +6.311.591 $ | +6,2 % | 101.556.055 $ | +13.317.127 $ | +15,1 % | 88.238.928 $ | +4.466.315 $ | +5,3 % | 83.772.613 $ | -4.646.158 $ | -5,3 % |
| NOMURA ASSET MANAGEMENT CO LTD | 39.442.373 $ | -67.937.620 $ | -63,3 % | 107.379.993 $ | +41.685.977 $ | +63,5 % | 65.694.016 $ | +11.176.123 $ | +20,5 % | 54.517.893 $ | -32.454.868 $ | -37,3 % |
| Bleakley Financial Group, LLC | 106.435.187 $ | +11.507.523 $ | +12,1 % | 94.927.664 $ | +9.664.093 $ | +11,3 % | 85.263.571 $ | +7.803.782 $ | +10,1 % | 77.459.789 $ | +4.753.946 $ | +6,5 % |
| BlueSky Wealth Advisors, LLC | 106.170.619 $ | +4.043.195 $ | +4,0 % | 102.127.424 $ | +36.577.181 $ | +55,8 % | 65.550.243 $ | +4.006.950 $ | +6,5 % | 61.543.293 $ | +2.530.987 $ | +4,3 % |
| Lutz Financial Services LLC | 106.029.739 $ | +5.269.164 $ | +5,2 % | 100.760.575 $ | +1.935.799 $ | +2,0 % | 98.824.776 $ | +5.800.976 $ | +6,2 % | 93.023.800 $ | +6.034.969 $ | +6,9 % |
| MILLENNIUM MANAGEMENT LLC | 12.361.946 $ | +9.929.701 $ | +408,3 % | 2.432.245 $ | -9.924.398 $ | -80,3 % | 12.356.643 $ | -92.574.614 $ | -88,2 % | 104.931.257 $ | -30.940.701 $ | -22,8 % |
| RW Investment Management LLC | 104.618.636 $ | +3.563.351 $ | +3,5 % | 101.055.285 $ | +6.897.852 $ | +7,3 % | 94.157.433 $ | +6.986.825 $ | +8,0 % | |||
| Windward Private Wealth Management Inc. | 103.691.713 $ | +12.166.772 $ | +13,3 % | 91.524.941 $ | -2.324.474 $ | -2,5 % | 93.849.415 $ | -1.080.579 $ | -1,1 % | 94.929.994 $ | +5.742.276 $ | +6,4 % |
| CASTLEARK MANAGEMENT LLC | 103.380.751 $ | +29.323 $ | +0,0 % | 103.351.428 $ | +5.119.872 $ | +5,2 % | 98.231.556 $ | -220.945 $ | -0,2 % | 98.452.501 $ | +1.471.222 $ | +1,5 % |
| Adventist Health System/ West | 102.687.477 $ | +8.015.166 $ | +8,5 % | 94.672.311 $ | -7.159.984 $ | -7,0 % | 101.832.295 $ | +1.133.673 $ | +1,1 % | 100.698.622 $ | +3.157.811 $ | +3,2 % |
| Klaas Financial Asset Advisors, LLC | 102.523.820 $ | +7.791.584 $ | +8,2 % | 94.732.236 $ | +94.493.115 $ | +39.516,9 % | 239.121 $ | |||||
| TOMPKINS FINANCIAL CORP | 102.486.454 $ | +13.298.508 $ | +14,9 % | 89.187.946 $ | +2.159.365 $ | +2,5 % | 87.028.581 $ | +2.632.022 $ | +3,1 % | 84.396.559 $ | +21.749.165 $ | +34,7 % |
| HOWE & RUSLING INC | 102.434.164 $ | +6.947.585 $ | +7,3 % | 95.486.579 $ | +10.352.681 $ | +12,2 % | 85.133.898 $ | +4.921.231 $ | +6,1 % | 80.212.667 $ | +8.912.628 $ | +12,5 % |
| REBALANCE, LLC | 102.047.186 $ | +9.960.383 $ | +10,8 % | 92.086.803 $ | +1.400.443 $ | +1,5 % | 90.686.360 $ | +2.953.501 $ | +3,4 % | 87.732.859 $ | +4.801.623 $ | +5,8 % |
| Vident Advisory, LLC | 101.941.569 $ | +18.757.966 $ | +22,6 % | 83.183.603 $ | +14.755.105 $ | +21,6 % | 68.428.498 $ | +16.441.794 $ | +31,6 % | 51.986.704 $ | +3.077.016 $ | +6,3 % |
| Venturi Wealth Management, LLC | 54.124.533 $ | -47.550.045 $ | -46,8 % | 101.674.578 $ | +52.973.501 $ | +108,8 % | 48.701.077 $ | -1.339.271 $ | -2,7 % | 50.040.348 $ | -82.539.418 $ | -62,3 % |
| Empowered Funds, LLC | 62.685.352 $ | -38.249.353 $ | -37,9 % | 100.934.705 $ | +65.924.468 $ | +188,3 % | 35.010.237 $ | +8.422.117 $ | +31,7 % | 26.588.120 $ | +1.054.827 $ | +4,1 % |
| SCOTIA CAPITAL INC. | 99.415.828 $ | +5.388.104 $ | +5,7 % | 94.027.724 $ | -6.900.623 $ | -6,8 % | 100.928.347 $ | +8.352.132 $ | +9,0 % | 92.576.215 $ | +15.565.504 $ | +20,2 % |
| Vestmark Advisory Solutions, Inc. | 100.473.520 $ | +37.963.583 $ | +60,7 % | 62.509.937 $ | +18.731.454 $ | +42,8 % | 43.778.483 $ | +16.908.080 $ | +62,9 % | 26.870.403 $ | +21.109.327 $ | +366,4 % |
| Steward Partners Investment Advisory, LLC | 100.090.769 $ | +27.766.200 $ | +38,4 % | 72.324.569 $ | +7.214.669 $ | +11,1 % | 65.109.900 $ | -936.325 $ | -1,4 % | 66.046.225 $ | +10.341.199 $ | +18,6 % |
| Global Retirement Partners, LLC | 99.887.755 $ | +14.769.487 $ | +17,4 % | 85.118.268 $ | +13.708.125 $ | +19,2 % | 71.410.143 $ | +5.665.373 $ | +8,6 % | |||
| Capital Advantage, Inc. | 16.638.566 $ | -77.839.357 $ | -82,4 % | 94.477.923 $ | -4.360.250 $ | -4,4 % | 98.838.173 $ | -787.667 $ | -0,8 % | 99.625.840 $ | +260.318 $ | +0,3 % |
| Leonard Rickey Investment Advisors P.L.L.C. | 99.366.127 $ | +9.745.139 $ | +10,9 % | 89.620.988 $ | +22.814.268 $ | +34,1 % | 66.806.720 $ | -824.942 $ | -1,2 % | 67.631.662 $ | +2.831.244 $ | +4,4 % |
| Quantum Financial Planning Services, Inc. | 98.622.523 $ | +2.284.575 $ | +2,4 % | 96.337.948 $ | +3.698.076 $ | +4,0 % | 92.639.872 $ | +3.236.990 $ | +3,6 % | 89.402.882 $ | +4.438.793 $ | +5,2 % |
| DAVENPORT & Co LLC | 92.679.316 $ | +6.136.971 $ | +7,1 % | 86.542.345 $ | -9.948.457 $ | -10,3 % | 96.490.802 $ | +12.477.578 $ | +14,9 % | 84.013.224 $ | +5.537.719 $ | +7,1 % |
| Goodman Financial Corp | 96.075.774 $ | +13.216.783 $ | +16,0 % | 82.858.991 $ | +25.405.719 $ | +44,2 % | 57.453.272 $ | +26.226.715 $ | +84,0 % | 31.226.557 $ | +2.458.828 $ | +8,5 % |
| D.A. DAVIDSON & CO. | 95.818.092 $ | +10.515.376 $ | +12,3 % | 85.302.716 $ | -8.470.918 $ | -9,0 % | 93.773.634 $ | +11.237.642 $ | +13,6 % | 82.535.992 $ | +12.038.118 $ | +17,1 % |
| Joel Isaacson & Co., LLC | 95.682.038 $ | +17.177.633 $ | +21,9 % | 78.504.405 $ | -4.558.696 $ | -5,5 % | 83.063.101 $ | +4.609.648 $ | +5,9 % | 78.453.453 $ | +10.396.252 $ | +15,3 % |
| Capital Investment Services of America, Inc. | 94.905.398 $ | +133.892 $ | +0,1 % | 94.771.506 $ | +6.301.088 $ | +7,1 % | 88.470.418 $ | +4.011.240 $ | +4,7 % | 84.459.178 $ | +9.247.373 $ | +12,3 % |
| ROCKLAND TRUST CO | 94.604.173 $ | +10.053.416 $ | +11,9 % | 84.550.757 $ | +1.261.264 $ | +1,5 % | 83.289.493 $ | +863.044 $ | +1,0 % | 82.426.449 $ | +3.088.147 $ | +3,9 % |
| Allen Investment Management, LLC | 73.425.794 $ | -15.708.497 $ | -17,6 % | 89.134.291 $ | -4.716.445 $ | -5,0 % | 93.850.736 $ | +3.628.551 $ | +4,0 % | 90.222.185 $ | +667.126 $ | +0,7 % |
| BURNEY CO/ | 93.783.595 $ | +8.377.516 $ | +9,8 % | 85.406.079 $ | +3.999.463 $ | +4,9 % | 81.406.616 $ | +4.317.385 $ | +5,6 % | 77.089.231 $ | +3.110.625 $ | +4,2 % |
| Verum Partners LLC | 93.711.311 $ | +52.188.584 $ | +125,7 % | 41.522.727 $ | +5.234.781 $ | +14,4 % | 36.287.946 $ | +3.228.666 $ | +9,8 % | 33.059.280 $ | +3.098.135 $ | +10,3 % |
| Mill Creek Capital Advisors, LLC | 83.234.389 $ | -7.168.453 $ | -7,9 % | 90.402.842 $ | -3.262.607 $ | -3,5 % | 93.665.449 $ | +4.854.798 $ | +5,5 % | |||
| Efficient Advisors, LLC | 81.894.365 $ | -7.321.082 $ | -8,2 % | 89.215.447 $ | -4.326.937 $ | -4,6 % | 93.542.384 $ | +7.657.440 $ | +8,9 % | |||
| Rockbridge Investment Management, LCC | 93.242.104 $ | +5.671.175 $ | +6,5 % | 87.570.929 $ | +7.158.951 $ | +8,9 % | 80.411.978 $ | +6.617.124 $ | +9,0 % | |||
| Kohmann Bosshard Financial Services, LLC | 92.842.193 $ | +12.377.709 $ | +15,4 % | 80.464.484 $ | +11.785.970 $ | +17,2 % | 68.678.514 $ | +1.028.379 $ | +1,5 % | 67.650.135 $ | +2.673.477 $ | +4,1 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 92.684.391 $ | +4.032.591 $ | +4,5 % | 88.651.800 $ | +65.942.430 $ | +290,4 % | 22.709.370 $ | +10.857.546 $ | +91,6 % | 11.851.824 $ | -261.928 $ | -2,2 % |
| Diversify Advisory Services, LLC | 92.684.391 $ | +92.362.139 $ | +28.661,5 % | 322.252 $ | -34.584.375 $ | -99,1 % | 34.906.627 $ | +5.631.762 $ | +19,2 % | 29.274.865 $ | +5.605.152 $ | +23,7 % |
| IEQ CAPITAL, LLC | 74.515.491 $ | -12.199.535 $ | -14,1 % | 86.715.026 $ | -5.827.654 $ | -6,3 % | 92.542.680 $ | +1.197.280 $ | +1,3 % | 91.345.400 $ | +7.988.040 $ | +9,6 % |
| One Capital Management, LLC | 92.262.572 $ | +0 $ | +0,0 % | 92.262.572 $ | +17.370.474 $ | +23,2 % | 74.892.098 $ | +4.746.982 $ | +6,8 % | 70.145.116 $ | +4.335.539 $ | +6,6 % |
| Elm Partners Management LLC | 91.708.940 $ | +23.036.108 $ | +33,5 % | 68.672.832 $ | -9.621.769 $ | -12,3 % | 78.294.601 $ | +28.598.428 $ | +57,5 % | 49.696.173 $ | +27.545.857 $ | +124,4 % |
| Waldron Private Wealth LLC | 91.315.421 $ | +10.606.656 $ | +13,1 % | 80.708.765 $ | -4.786.200 $ | -5,6 % | 85.494.965 $ | +504.209 $ | +0,6 % | 84.990.756 $ | +5.845.753 $ | +7,4 % |
| North Star Investment Management Corp. | 90.614.802 $ | +1.336.096 $ | +1,5 % | 89.278.706 $ | +7.439.249 $ | +9,1 % | 81.839.457 $ | +10.480.563 $ | +14,7 % | 71.358.894 $ | +11.294.644 $ | +18,8 % |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 56.923.515 $ | -33.664.768 $ | -37,2 % | 90.588.283 $ | +23.797.333 $ | +35,6 % | ||||||
| FJ Investments, LLC | 90.210.820 $ | |||||||||||
| NICOLET BANKSHARES INC | 89.526.975 $ | +6.223.410 $ | +7,5 % | 83.303.565 $ | +80.172.125 $ | +2.560,2 % | 3.131.440 $ | +929.909 $ | +42,2 % | 2.201.531 $ | +771.421 $ | +53,9 % |
| Essex LLC | 89.075.806 $ | +6.426.344 $ | +7,8 % | 82.649.462 $ | +1.505.048 $ | +1,9 % | 81.144.414 $ | -935.612 $ | -1,1 % | 82.080.026 $ | -3.294.471 $ | -3,9 % |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 88.540.375 $ | +7.824.175 $ | +9,7 % | 80.716.200 $ | +330.200 $ | +0,4 % | 80.386.000 $ | -2.246.800 $ | -2,7 % | 82.632.800 $ | -4.824.200 $ | -5,5 % |
| Smith & Howard Wealth Management, LLC | 88.147.441 $ | +3.659.427 $ | +4,3 % | 84.488.014 $ | +4.840.663 $ | +6,1 % | 79.647.351 $ | +6.201.331 $ | +8,4 % | 73.446.020 $ | +5.741.721 $ | +8,5 % |
| Chemistry Wealth Management LLC | 87.959.692 $ | +5.267.546 $ | +6,4 % | 82.692.146 $ | +2.780.944 $ | +3,5 % | 79.911.202 $ | +2.675.012 $ | +3,5 % | 77.236.190 $ | +2.625.035 $ | +3,5 % |
| Gallagher Fiduciary Advisors, LLC | 16.062.868 $ | -71.700.088 $ | -81,7 % | 87.762.956 $ | +40.650.266 $ | +86,3 % | 47.112.690 $ | +31.155.231 $ | +195,2 % | |||
| HARBOUR INVESTMENTS, INC. | 87.687.822 $ | +9.408.478 $ | +12,0 % | 78.279.344 $ | -47.702 $ | -0,1 % | 78.327.046 $ | +4.178.473 $ | +5,6 % | 74.148.573 $ | +7.033.827 $ | +10,5 % |
| Parkside Financial Bank & Trust | 84.262.884 $ | -2.885.077 $ | -3,3 % | 87.147.961 $ | -415.868 $ | -0,5 % | 87.563.829 $ | +7.760.415 $ | +9,7 % | |||
| Alliance Wealth Advisors, LLC /UT | 87.359.158 $ | +10.128.487 $ | +13,1 % | 77.230.671 $ | +26.358.524 $ | +51,8 % | 50.872.147 $ | +47.157.340 $ | +1.269,4 % | 3.714.807 $ | +2.646.540 $ | +247,7 % |
| Sand Hill Global Advisors, LLC | 87.300.260 $ | +4.448.190 $ | +5,4 % | 82.852.070 $ | +3.414.611 $ | +4,3 % | 79.437.459 $ | +4.541.398 $ | +6,1 % | 74.896.061 $ | +1.328.927 $ | +1,8 % |
| OneDigital Investment Advisors LLC | 75.111.203 $ | -2.375.345 $ | -3,1 % | 77.486.548 $ | -9.280.226 $ | -10,7 % | 86.766.774 $ | +3.101.011 $ | +3,7 % | 83.665.763 $ | +5.604.784 $ | +7,2 % |
| SATOVSKY ASSET MANAGEMENT LLC | 86.342.231 $ | +946.357 $ | +1,1 % | 85.395.874 $ | +3.496.624 $ | +4,3 % | 81.899.250 $ | +1.074.567 $ | +1,3 % | 80.824.683 $ | +3.532.774 $ | +4,6 % |
| Bridgewater Advisors Inc. | 85.862.850 $ | +3.243.191 $ | +3,9 % | 82.619.659 $ | +8.112.872 $ | +10,9 % | 74.506.787 $ | +4.346.202 $ | +6,2 % | 70.160.585 $ | +9.266.564 $ | +15,2 % |
| Marion Wealth Management | 85.437.681 $ | +3.052.034 $ | +3,7 % | 82.385.647 $ | +4.173.817 $ | +5,3 % | 78.211.830 $ | +3.155.088 $ | +4,2 % | 75.056.742 $ | +1.825.131 $ | +2,5 % |
| Opus Capital Group, LLC | 88.503 $ | -85.337.497 $ | -99,9 % | 85.426.000 $ | +2.647.000 $ | +3,2 % | 82.779.000 $ | +2.536.000 $ | +3,2 % | 80.243.000 $ | +3.786.000 $ | +5,0 % |
| MassMutual Private Wealth & Trust, FSB | 82.722.818 $ | -972.227 $ | -1,2 % | 83.695.045 $ | +859.487 $ | +1,0 % | 82.835.558 $ | -2.555.786 $ | -3,0 % | 85.391.344 $ | +4.313.487 $ | +5,3 % |
| BLB&B Advisors, LLC | 85.186.840 $ | +8.792.493 $ | +11,5 % | 76.394.347 $ | +6.710.245 $ | +9,6 % | 69.684.102 $ | +14.961.205 $ | +27,3 % | 54.722.897 $ | +53.105.523 $ | +3.283,4 % |
| Roundview Capital LLC | 84.931.236 $ | +6.193.300 $ | +7,9 % | 78.737.936 $ | +1.775.210 $ | +2,3 % | 76.962.726 $ | +2.637.726 $ | +3,5 % | 74.325.000 $ | +1.327.660 $ | +1,8 % |
| Tanglewood Wealth Management, Inc. | 60.526.751 $ | -15.741.316 $ | -20,6 % | 76.268.067 $ | -7.942.153 $ | -9,4 % | 84.210.220 $ | +1.984.067 $ | +2,4 % | 82.226.153 $ | +1.626.616 $ | +2,0 % |
| Gitterman Wealth Management, LLC | 84.109.095 $ | +1.120.884 $ | +1,4 % | |||||||||
| FIFTH THIRD SECURITIES, INC. | 84.044.202 $ | +10.167.830 $ | +13,8 % | 73.876.372 $ | +3.372.102 $ | +4,8 % | 70.504.270 $ | -2.463.274 $ | -3,4 % | 72.967.544 $ | +5.265.025 $ | +7,8 % |
| Oak Harvest Investment Services | 83.997.838 $ | +2.770.044 $ | +3,4 % | 81.227.794 $ | +18.223.289 $ | +28,9 % | 63.004.505 $ | +5.164.172 $ | +8,9 % | 57.840.333 $ | +1.790.143 $ | +3,2 % |
| SHP Wealth Management | 3.087.258 $ | -80.893.502 $ | -96,3 % | 83.980.760 $ | +11.558.704 $ | +16,0 % | 72.422.056 $ | |||||
| SG Americas Securities, LLC | 83.516.000 $ | +83.116.000 $ | +20.779,0 % | 400.000 $ | -659.000 $ | -62,2 % | 1.059.000 $ | -2.000 $ | -0,2 % | 1.061.000 $ | -4.952.000 $ | -82,4 % |
| MONTAG A & ASSOCIATES INC | 66.346.098 $ | -16.998.105 $ | -20,4 % | 83.344.203 $ | +14.632.533 $ | +21,3 % | 68.711.670 $ | +7.884.135 $ | +13,0 % | 60.827.535 $ | +2.795.148 $ | +4,8 % |
| Tandem Investment Advisors, Inc. | 45.908.720 $ | -14.312.598 $ | -23,8 % | 60.221.318 $ | -13.907.219 $ | -18,8 % | 74.128.537 $ | -9.118.463 $ | -11,0 % | 83.247.000 $ | +5.899.000 $ | +7,6 % |
| MilWealth Group LLC | 83.223.014 $ | +5.320.894 $ | +6,8 % | 77.902.120 $ | +1.487.785 $ | +1,9 % | 76.414.335 $ | +2.472.221 $ | +3,3 % | 73.942.114 $ | +3.053.294 $ | +4,3 % |
| MGO ONE SEVEN LLC | 74.317.192 $ | +8.649.221 $ | +13,2 % | 65.667.971 $ | -17.427.425 $ | -21,0 % | 83.095.396 $ | +17.717.892 $ | +27,1 % | 65.377.504 $ | +23.712.097 $ | +56,9 % |
| AMERICAN CENTURY COMPANIES INC | 72.417.930 $ | -10.421.260 $ | -12,6 % | 82.839.190 $ | +15.479.065 $ | +23,0 % | 67.360.125 $ | +3.613.156 $ | +5,7 % | 63.746.969 $ | -169.366.536 $ | -72,7 % |
| McLean Asset Management Corp | 81.584.178 $ | +60.608.921 $ | +289,0 % | 20.975.257 $ | +1.395.304 $ | +7,1 % | 19.579.953 $ | +1.879.214 $ | +10,6 % | 17.700.739 $ | +3.197.021 $ | +22,0 % |
| Pacific Sage Partners, LLC | 81.381.925 $ | +6.589.998 $ | +8,8 % | 74.791.927 $ | +6.931.826 $ | +10,2 % | 67.860.101 $ | +5.614.235 $ | +9,0 % | 62.245.866 $ | +6.445.619 $ | +11,6 % |
| American Money Management, LLC | 81.149.262 $ | +3.745.763 $ | +4,8 % | 77.403.499 $ | +1.760.424 $ | +2,3 % | 75.643.075 $ | +3.742.824 $ | +5,2 % | 71.900.251 $ | +2.403.146 $ | +3,5 % |
| Stratos Wealth Advisors, LLC | 16.595.870 $ | -243.432 $ | -1,4 % | 16.839.302 $ | -63.543.757 $ | -79,1 % | 80.383.059 $ | +3.242.281 $ | +4,2 % | 77.140.778 $ | +4.334.893 $ | +6,0 % |
| REGIONS FINANCIAL CORP | 40.507.239 $ | +2.943.998 $ | +7,8 % | 37.563.241 $ | +235.685 $ | +0,6 % | 37.327.556 $ | -42.607.756 $ | -53,3 % | 79.935.312 $ | +43.670.497 $ | +120,4 % |
| Wolff Financial Management LLC | 79.496.998 $ | +5.104.154 $ | +6,9 % | 74.392.844 $ | +3.211.579 $ | +4,5 % | 71.181.265 $ | +3.541.651 $ | +5,2 % | 67.639.614 $ | +22.653.614 $ | +50,4 % |
| Florida Trust Wealth Management Co | 79.451.789 $ | +13.285.427 $ | +20,1 % | 66.166.362 $ | +6.419.727 $ | +10,7 % | 59.746.635 $ | +23.606.729 $ | +65,3 % | 36.139.906 $ | +9.939.793 $ | +37,9 % |
| True Link Financial Advisors, LLC | 79.132.086 $ | +3.287.664 $ | +4,3 % | 75.844.422 $ | -3.122.494 $ | -4,0 % | 78.966.916 $ | +3.211.393 $ | +4,2 % | 75.755.523 $ | +22.087.722 $ | +41,2 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 78.999.238 $ | +5.311.299 $ | +7,2 % | 73.687.939 $ | +523.950 $ | +0,7 % | 73.163.989 $ | +5.518.864 $ | +8,2 % | 67.645.125 $ | +2.122.579 $ | +3,2 % |
| ARMSTRONG ADVISORY GROUP, INC | 78.946.801 $ | +36.001.542 $ | +83,8 % | 42.945.259 $ | +7.507.229 $ | +21,2 % | 35.438.030 $ | +1.183.051 $ | +3,5 % | 34.254.979 $ | -18.729.644 $ | -35,3 % |
| Tidal Investments LLC | 78.577.425 $ | +20.762.954 $ | +35,9 % | 57.814.471 $ | +25.597.355 $ | +79,5 % | 32.217.116 $ | -26.342.506 $ | -45,0 % | 58.559.622 $ | +16.664.958 $ | +39,8 % |
| CONDOR CAPITAL MANAGEMENT | 78.375.557 $ | +7.834.669 $ | +11,1 % | 70.540.888 $ | -2.289.587 $ | -3,1 % | 72.830.475 $ | -86.265 $ | -0,1 % | 72.916.740 $ | +4.695.580 $ | +6,9 % |
| Pinnacle Financial Partners, Inc. | 78.087.760 $ | +9.977.806 $ | +14,6 % | 68.109.954 $ | +7.547.504 $ | +12,5 % | 60.562.450 $ | |||||
| Rialto Wealth Management, LLC | 76.922.823 $ | -1.108.819 $ | -1,4 % | 78.031.642 $ | +5.214.949 $ | +7,2 % | 72.816.693 $ | +11.420.294 $ | +18,6 % | 61.396.399 $ | +26.565.735 $ | +76,3 % |
| Retirement Planning Group, LLC | 63.233.123 $ | -1.666.978 $ | -2,6 % | 64.900.101 $ | -13.044.508 $ | -16,7 % | 77.944.609 $ | +2.298.474 $ | +3,0 % | 75.646.135 $ | +62.357.063 $ | +469,2 % |
| OneAscent Financial Services LLC | 77.832.573 $ | +6.310.606 $ | +8,8 % | 71.521.967 $ | +20.946.903 $ | +41,4 % | 50.575.064 $ | +1.278.762 $ | +2,6 % | 49.296.302 $ | +4.462.302 $ | +10,0 % |
| EXENCIAL WEALTH ADVISORS, LLC | 76.016.841 $ | -1.532.571 $ | -2,0 % | 77.549.412 $ | +1.003.436 $ | +1,3 % | 76.545.976 $ | +2.995.526 $ | +4,1 % | |||
| Trust Point Inc. | 77.371.310 $ | +10.414.159 $ | +15,6 % | 66.957.151 $ | +65.567.055 $ | +4.716,7 % | 1.390.096 $ | +25.573 $ | +1,9 % | 1.364.523 $ | +91.805 $ | +7,2 % |
| GSA CAPITAL PARTNERS LLP | 49.603.000 $ | -27.471.000 $ | -35,6 % | 77.074.000 $ | +71.963.000 $ | +1.408,0 % | 5.111.000 $ | +1.823.000 $ | +55,4 % | |||
| CreativeOne Wealth, LLC | 76.866.866 $ | +6.111.355 $ | +8,6 % | 70.755.511 $ | +1.720.459 $ | +2,5 % | 69.035.052 $ | +1.658.232 $ | +2,5 % | 67.376.820 $ | -101.717 $ | -0,2 % |
| 93 Financial Group, LLC | 76.865.575 $ | +11.139.475 $ | +16,9 % | 65.726.100 $ | -6.318.710 $ | -8,8 % | 72.044.810 $ | |||||
| CWA Asset Management Group, LLC | 76.786.248 $ | +19.768.247 $ | +34,7 % | 57.018.001 $ | +6.469.369 $ | +12,8 % | 50.548.632 $ | -2.632.520 $ | -5,0 % | 53.181.152 $ | -16.295.916 $ | -23,5 % |
| COUNTRY CLUB BANK | 76.221.993 $ | +6.462.247 $ | +9,3 % | |||||||||
| FINANCIAL ADVISORY PARTNERS, LLC | 76.120.689 $ | +4.623.817 $ | +6,5 % | 71.496.872 $ | -290.180 $ | -0,4 % | 71.787.052 $ | +5.719.876 $ | +8,7 % | 66.067.176 $ | +1.703.328 $ | +2,6 % |
| Smartleaf Asset Management LLC | 76.075.362 $ | +3.017.246 $ | +4,1 % | 73.058.116 $ | +17.214.385 $ | +30,8 % | 55.843.731 $ | +27.762.974 $ | +98,9 % | 28.080.757 $ | +3.262.167 $ | +13,1 % |
| Savvy Advisors, Inc. | 75.698.286 $ | +17.969.792 $ | +31,1 % | 57.728.494 $ | +15.847.173 $ | +37,8 % | 41.881.321 $ | +17.494.292 $ | +71,7 % | 24.387.029 $ | +6.297.485 $ | +34,8 % |
| Resonant Capital Advisors, LLC | 67.393.229 $ | +1.492.159 $ | +2,3 % | 65.901.070 $ | -8.433.773 $ | -11,3 % | 74.334.843 $ | +2.800.319 $ | +3,9 % | 71.534.524 $ | +15.614.845 $ | +27,9 % |
| Verus Financial Partners, Inc. | 73.509.726 $ | +3.511.379 $ | +5,0 % | 69.998.347 $ | +896.030 $ | +1,3 % | 69.102.317 $ | +14.606.466 $ | +26,8 % | 54.495.851 $ | +3.217.110 $ | +6,3 % |
| Mutual Advisors, LLC | 73.120.141 $ | +7.627.046 $ | +11,6 % | 65.493.095 $ | +282.396 $ | +0,4 % | 65.210.699 $ | +4.343.480 $ | +7,1 % | |||
| PRINCIPAL SECURITIES, INC. | 66.023.625 $ | -7.081.886 $ | -9,7 % | 73.105.511 $ | +5.890.174 $ | +8,8 % | 67.215.337 $ | +2.982.716 $ | +4,6 % | 64.232.621 $ | +4.582.843 $ | +7,7 % |
| PETREDIS INVESTMENT ADVISORS LLC | 73.032.377 $ | +9.952.551 $ | +15,8 % | 63.079.826 $ | -3.226.110 $ | -4,9 % | 66.305.936 $ | +1.143.219 $ | +1,8 % | 65.162.717 $ | +4.828.451 $ | +8,0 % |
| CIBC Private Wealth Group LLC | 72.648.530 $ | +43.714.773 $ | +151,1 % | 28.933.757 $ | +534.447 $ | +1,9 % | ||||||
| Graves Light Lenhart Wealth, Inc. | 71.699.304 $ | +8.046.708 $ | +12,6 % | 63.652.596 $ | +1.715.362 $ | +2,8 % | 61.937.234 $ | +3.088.268 $ | +5,2 % | 58.848.966 $ | +4.192.390 $ | +7,7 % |
| American Financial Advisors, LLC | 71.648.750 $ | +3.075.867 $ | +4,5 % | 68.572.883 $ | +58.712 $ | +0,1 % | 68.514.171 $ | +1.405.124 $ | +2,1 % | 67.109.047 $ | +6.275.283 $ | +10,3 % |
| ALBION FINANCIAL GROUP /UT | 71.585.201 $ | +2.775.855 $ | +4,0 % | 68.809.346 $ | +3.057.328 $ | +4,6 % | 65.752.018 $ | +1.695.456 $ | +2,6 % | 64.056.562 $ | +2.967.860 $ | +4,9 % |
| ORRSTOWN FINANCIAL SERVICES INC | 71.583.539 $ | +964.469 $ | +1,4 % | 70.619.070 $ | +4.032.876 $ | +6,1 % | 66.586.194 $ | +402.751 $ | +0,6 % | 66.183.443 $ | +62.960.649 $ | +1.953,6 % |
| 3EDGE Asset Management, LP | 35.955.114 $ | -126.512 $ | -0,4 % | 36.081.626 $ | -35.343.343 $ | -49,5 % | 71.424.969 $ | +33.402.214 $ | +87,8 % | 38.022.755 $ | +18.301.468 $ | +92,8 % |
| Quantinno Capital Management LP | 71.321.921 $ | +12.150.626 $ | +20,5 % | 59.171.295 $ | +2.890.468 $ | +5,1 % | 56.280.827 $ | +8.810.940 $ | +18,6 % | 47.469.887 $ | -11.985.502 $ | -20,2 % |
| Baltimore-Washington Financial Advisors, Inc. | 71.268.640 $ | +11.880.306 $ | +20,0 % | 59.388.334 $ | -3.356.276 $ | -5,3 % | 62.744.610 $ | +3.607.012 $ | +6,1 % | 59.137.598 $ | +7.153.127 $ | +13,8 % |
| Ally Invest Advisors Inc. | 71.179.921 $ | +2.997.647 $ | +4,4 % | 68.182.274 $ | +4.587.921 $ | +7,2 % | 63.594.353 $ | +2.670.489 $ | +4,4 % | 60.923.864 $ | +3.763.351 $ | +6,6 % |
| RKL Wealth Management LLC | 69.308.247 $ | +1.450.125 $ | +2,1 % | 67.858.122 $ | -3.205.484 $ | -4,5 % | 71.063.606 $ | +2.001.671 $ | +2,9 % | 69.061.935 $ | +2.166.545 $ | +3,2 % |
| Henshaw Capital LLC | 70.672.511 $ | +12.368.562 $ | +21,2 % | 58.303.949 $ | +378.333 $ | +0,7 % | 57.925.616 $ | +56.394.733 $ | +3.683,8 % | 1.530.883 $ | +165.890 $ | +12,2 % |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 70.013.840 $ | -576.894 $ | -0,8 % | 70.590.734 $ | +10.358.515 $ | +17,2 % | 60.232.219 $ | +1.889.898 $ | +3,2 % | 58.342.321 $ | +1.485.681 $ | +2,6 % |
| Cardinal Point Capital Management ULC | 70.429.729 $ | +2.516.432 $ | +3,7 % | 67.913.297 $ | +2.488.322 $ | +3,8 % | 65.424.975 $ | +5.493.566 $ | +9,2 % | 59.931.409 $ | +4.459.172 $ | +8,0 % |
| Haverford Trust Co | 70.337.278 $ | +9.323.043 $ | +15,3 % | 61.014.235 $ | +8.868.715 $ | +17,0 % | 52.145.520 $ | +6.337.656 $ | +13,8 % | 45.807.864 $ | +17.714.067 $ | +63,1 % |
| CAPITAL ADVISORS INC/OK | 37.663.337 $ | -32.416.539 $ | -46,3 % | 70.079.876 $ | +55.566.075 $ | +382,8 % | 14.513.801 $ | +14.301.467 $ | +6.735,4 % | 212.334 $ | -18.260.924 $ | -98,9 % |
| MidWestOne Financial Group, Inc. | 69.424.303 $ | -508.908 $ | -0,7 % | 69.933.211 $ | +5.660.273 $ | +8,8 % | ||||||
| BLAIR WILLIAM & CO/IL | 69.887.982 $ | +12.350.458 $ | +21,5 % | 57.537.524 $ | +9.922.119 $ | +20,8 % | 47.615.405 $ | +7.900.114 $ | +19,9 % | 39.715.291 $ | +3.855.355 $ | +10,8 % |
| Advisors Capital Management, LLC | 69.817.085 $ | +10.156.833 $ | +17,0 % | 59.660.252 $ | +3.232.123 $ | +5,7 % | 56.428.129 $ | +7.517.126 $ | +15,4 % | 48.911.003 $ | +7.626.296 $ | +18,5 % |
| Avior Wealth Management, LLC | 69.630.087 $ | +3.999.842 $ | +6,1 % | 65.630.245 $ | +4.126.498 $ | +6,7 % | 61.503.747 $ | -103.510 $ | -0,2 % | 61.607.257 $ | +5.410.957 $ | +9,6 % |
| Wealthspire Retirement, LLC | 69.468.463 $ | +8.956.236 $ | +14,8 % | 60.512.227 $ | -1.430.122 $ | -2,3 % | 61.942.349 $ | +4.084.515 $ | +7,1 % | 57.857.834 $ | +4.340.869 $ | +8,1 % |
| WBH ADVISORY INC | 66.463.267 $ | -2.846.873 $ | -4,1 % | 69.310.140 $ | +2.671.376 $ | +4,0 % | 66.638.764 $ | +2.304.415 $ | +3,6 % | 64.334.349 $ | +2.277.227 $ | +3,7 % |
| Brookstone Capital Management | 69.307.949 $ | +7.087.262 $ | +11,4 % | 62.220.687 $ | +21.681 $ | +0,0 % | 62.199.006 $ | +2.128.616 $ | +3,5 % | 60.070.390 $ | +1.686.916 $ | +2,9 % |
| Alaethes Wealth, LLC | 69.174.520 $ | +709.675 $ | +1,0 % | 68.464.845 $ | +966.411 $ | +1,4 % | 67.498.434 $ | +4.366.411 $ | +6,9 % | |||
| LAZARD ASSET MANAGEMENT LLC | 69.170.431 $ | +5.067.450 $ | +7,9 % | 64.102.981 $ | +6.959.757 $ | +12,2 % | 57.143.224 $ | +33.303.860 $ | +139,7 % | 23.839.364 $ | -15.127.636 $ | -38,8 % |
| GLENMEDE TRUST CO NA | 68.883.305 $ | +18.547.407 $ | +36,8 % | 50.335.898 $ | -2.057.057 $ | -3,9 % | 52.392.955 $ | |||||
| Nadler Financial Group, Inc. | 68.810.218 $ | +10.174.419 $ | +17,4 % | 58.635.799 $ | -7.941.446 $ | -11,9 % | 66.577.245 $ | +456.882 $ | +0,7 % | 66.120.363 $ | +4.138.008 $ | +6,7 % |
| PRESILIUM PRIVATE WEALTH, LLC | 68.637.992 $ | +6.554.005 $ | +10,6 % | 62.083.987 $ | +2.623.783 $ | +4,4 % | 59.460.204 $ | +1.867.473 $ | +3,2 % | 57.592.731 $ | +4.251.305 $ | +8,0 % |
| FIDUCIENT ADVISORS LLC | 67.977.882 $ | +7.529.371 $ | +12,5 % | 60.448.511 $ | -3.064.420 $ | -4,8 % | 63.512.931 $ | +4.137.952 $ | +7,0 % | 59.374.979 $ | -27.568.574 $ | -31,7 % |
| RAFFA WEALTH MANAGEMENT, LLC | 67.960.385 $ | +19.005.319 $ | +38,8 % | 48.955.066 $ | +5.004.212 $ | +11,4 % | 43.950.854 $ | +33.813.355 $ | +333,5 % | 10.137.499 $ | -32.869 $ | -0,3 % |
| POWER WEALTH MANAGEMENT LLC | 65.521.518 $ | +1.772.707 $ | +2,8 % | 63.748.811 $ | -4.199.776 $ | -6,2 % | 67.948.587 $ | +3.077.933 $ | +4,7 % | 64.870.654 $ | +12.165.877 $ | +23,1 % |
| GOULD ASSET MANAGEMENT LLC /CA/ | 67.863.541 $ | +2.843.572 $ | +4,4 % | 65.019.969 $ | +2.030.654 $ | +3,2 % | 62.989.315 $ | +3.149.978 $ | +5,3 % | 59.839.337 $ | +372.342 $ | +0,6 % |
| MASTER'S WEALTH MANAGEMENT INC. | 67.740.178 $ | +3.325.614 $ | +5,2 % | 64.414.564 $ | +2.985.869 $ | +4,9 % | 61.428.695 $ | |||||
| Capital Asset Advisory Services LLC | 61.142.319 $ | +1.083.159 $ | +1,8 % | 60.059.160 $ | -7.571.878 $ | -11,2 % | 67.631.038 $ | +6.420.093 $ | +10,5 % | 61.210.945 $ | +1.131.394 $ | +1,9 % |
| VALLEY WEALTH MANAGERS, INC. | 67.327.578 $ | +6.412.834 $ | +10,5 % | 60.914.744 $ | +216.166 $ | +0,4 % | 60.698.578 $ | +3.903.931 $ | +6,9 % | 56.794.647 $ | +13.074.027 $ | +29,9 % |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 66.801.040 $ | -462.245 $ | -0,7 % | 67.263.285 $ | +1.781.955 $ | +2,7 % | 65.481.330 $ | +6.789.644 $ | +11,6 % | 58.691.686 $ | +583.083 $ | +1,0 % |
| BESSEMER GROUP INC | 47.210.000 $ | -18.073.000 $ | -27,7 % | 65.283.000 $ | -1.825.000 $ | -2,7 % | 67.108.000 $ | +21.759.000 $ | +48,0 % | 45.349.000 $ | +899.000 $ | +2,0 % |
| Gotham Asset Management, LLC | 67.062.485 $ | +96.760 $ | +0,1 % | 66.965.725 $ | +10.804.717 $ | +19,2 % | 56.161.008 $ | -5.321.082 $ | -8,7 % | |||
| 49 WEALTH MANAGEMENT, LLC | 4.593.557 $ | -41.654.254 $ | -90,1 % | 46.247.811 $ | -20.769.940 $ | -31,0 % | 67.017.751 $ | +17.200.785 $ | +34,5 % | 49.816.966 $ | +41.523.078 $ | +500,6 % |
| EverSource Wealth Advisors, LLC | 47.498.135 $ | -18.828.546 $ | -28,4 % | 66.326.681 $ | +10.893.956 $ | +19,7 % | 55.432.725 $ | +4.112.530 $ | +8,0 % | 51.320.195 $ | -1.257.538 $ | -2,4 % |
| Cornerstone Wealth Advisors, Inc. | 66.309.973 $ | +1.791.822 $ | +2,8 % | 64.518.151 $ | +5.928.729 $ | +10,1 % | 58.589.422 $ | +3.231.865 $ | +5,8 % | 55.357.557 $ | +2.278.102 $ | +4,3 % |
| SEVEN MILE ADVISORY | 7.153.279 $ | +434.867 $ | +6,5 % | 6.718.412 $ | -59.485.368 $ | -89,9 % | 66.203.780 $ | +6.620.894 $ | +11,1 % | 59.582.886 $ | +56.143.459 $ | +1.632,3 % |
| First Command Advisory Services, Inc. | 40.123.710 $ | -24.098.082 $ | -37,5 % | 64.221.792 $ | -1.902.514 $ | -2,9 % | 66.124.306 $ | +1.417.092 $ | +2,2 % | 64.707.214 $ | +3.473.673 $ | +5,7 % |
| Sage Mountain Advisors LLC | 66.119.495 $ | +5.090.496 $ | +8,3 % | 61.028.999 $ | +5.956.929 $ | +10,8 % | 55.072.070 $ | +3.428.154 $ | +6,6 % | 51.643.916 $ | +11.969.230 $ | +30,2 % |
| Nearwater Capital Markets, Ltd | 65.500.875 $ | |||||||||||
| Net Worth Advisory Group | 65.480.470 $ | +34.230.338 $ | +109,5 % | 31.250.132 $ | +525.138 $ | +1,7 % | 30.724.994 $ | +13.827.955 $ | +81,8 % | 16.897.039 $ | -11.685.345 $ | -40,9 % |
| Cynosure Group, LLC | 30.562.446 $ | -2.976.105 $ | -8,9 % | 33.538.551 $ | +28.520.112 $ | +568,3 % | 5.018.439 $ | -60.359.241 $ | -92,3 % | 65.377.680 $ | +37.198.229 $ | +132,0 % |
| Nova R Wealth, Inc. | 65.224.070 $ | +6.666.362 $ | +11,4 % | 58.557.708 $ | +5.126.857 $ | +9,6 % | 53.430.851 $ | +6.618.908 $ | +14,1 % | 46.811.943 $ | +19.892.086 $ | +73,9 % |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 64.919.307 $ | +1.022.910 $ | +1,6 % | 63.896.397 $ | +13.464.297 $ | +26,7 % | 50.432.100 $ | +1.675.240 $ | +3,4 % | 48.756.860 $ | +2.982.426 $ | +6,5 % |
| Bernardo Wealth Planning LLC | 64.857.611 $ | +10.662.713 $ | +19,7 % | 54.194.898 $ | -1.668.532 $ | -3,0 % | 55.863.430 $ | +1.121.577 $ | +2,0 % | 54.741.853 $ | +2.779.853 $ | +5,3 % |
| Heartland Bank & Trust Co | 64.749.656 $ | +1.015.696 $ | +1,6 % | 63.733.960 $ | ||||||||
| LIBRA WEALTH LLC | 64.417.307 $ | -261.318 $ | -0,4 % | 64.678.625 $ | +1.470.034 $ | +2,3 % | 63.208.591 $ | +4.405.784 $ | +7,5 % | 58.802.807 $ | +3.830.120 $ | +7,0 % |
| DecisionPoint Financial, LLC | 64.664.725 $ | +6.530.943 $ | +11,2 % | 58.133.782 $ | +667.233 $ | +1,2 % | 57.466.549 $ | +1.909.541 $ | +3,4 % | 55.557.008 $ | +3.526.857 $ | +6,8 % |
| Greenspring Advisors, LLC | 64.443.931 $ | +5.261.639 $ | +8,9 % | 59.182.292 $ | +5.138.536 $ | +9,5 % | 54.043.756 $ | +48.878.383 $ | +946,3 % | 5.165.373 $ | ||
| NYL Investors LLC | 64.372.649 $ | +1.796.978 $ | +2,9 % | 62.575.671 $ | -402.456 $ | -0,6 % | 62.978.127 $ | +1.575.293 $ | +2,6 % | 61.402.834 $ | +2.042.621 $ | +3,4 % |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 50.833.308 $ | -2.778.295 $ | -5,2 % | 53.611.603 $ | -7.956.779 $ | -12,9 % | 61.568.382 $ | -2.798.902 $ | -4,3 % | 64.367.284 $ | -2.921.005 $ | -4,3 % |
| Towneley Capital Management, Inc / DE | 63.137.261 $ | -1.072.411 $ | -1,7 % | 64.209.672 $ | +2.127.466 $ | +3,4 % | 62.082.206 $ | +908.428 $ | +1,5 % | 61.173.778 $ | +1.027.236 $ | +1,7 % |
| Investment Planning Advisors, Inc. | 32.599.848 $ | -31.565.268 $ | -49,2 % | 64.165.116 $ | +7.300.801 $ | +12,8 % | 56.864.315 $ | +1.932.583 $ | +3,5 % | 54.931.732 $ | ||
| Prospera Financial Services Inc | 64.136.301 $ | +3.727.306 $ | +6,2 % | 60.408.995 $ | +15.056.619 $ | +33,2 % | 45.352.376 $ | +1.145.000 $ | +2,6 % | 44.207.376 $ | +3.171.706 $ | +7,7 % |
| Focused Wealth Management, Inc | 63.853.911 $ | +7.062.589 $ | +12,4 % | 56.791.322 $ | +1.949.985 $ | +3,6 % | 54.841.337 $ | +4.827.995 $ | +9,7 % | 50.013.342 $ | +4.820.663 $ | +10,7 % |
| Hassell Wealth Management, LLC | 63.460.722 $ | -385.812 $ | -0,6 % | 63.846.534 $ | +2.181.700 $ | +3,5 % | 61.664.834 $ | +1.548.135 $ | +2,6 % | 60.116.699 $ | +3.468.701 $ | +6,1 % |
| FIRST AMERICAN TRUST, FSB | 63.700.867 $ | +7.960.724 $ | +14,3 % | 55.740.143 $ | +8.948.175 $ | +19,1 % | 46.791.968 $ | +2.664.104 $ | +6,0 % | 44.127.864 $ | +9.102.097 $ | +26,0 % |
| Connecticut Wealth Management, LLC | 63.648.740 $ | +7.760.796 $ | +13,9 % | 55.887.944 $ | -3.414.551 $ | -5,8 % | 59.302.495 $ | -477.921 $ | -0,8 % | 59.780.416 $ | -2.234.366 $ | -3,6 % |
| Snowden Capital Advisors LLC | 63.249.203 $ | +5.298.139 $ | +9,1 % | 57.951.064 $ | -3.316.418 $ | -5,4 % | 61.267.482 $ | +3.960.296 $ | +6,9 % | 57.307.186 $ | +5.883.023 $ | +11,4 % |
| Atlantic Union Bankshares Corp | 63.244.348 $ | +13.646.682 $ | +27,5 % | 49.597.666 $ | +2.529.318 $ | +5,4 % | 47.068.348 $ | +4.681.012 $ | +11,0 % | 42.387.336 $ | +6.179.796 $ | +17,1 % |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 63.154.255 $ | +5.479.952 $ | +9,5 % | 57.674.303 $ | +930.263 $ | +1,6 % | 56.744.040 $ | +2.527.936 $ | +4,7 % | 54.216.104 $ | +3.922.793 $ | +7,8 % |
| Beacon Bank & Trust | 63.153.929 $ | +642.316 $ | +1,0 % | 62.511.613 $ | +4.860.802 $ | +8,4 % | 57.650.811 $ | +57.203.524 $ | +12.789,0 % | 447.287 $ | +2.405 $ | +0,5 % |
| Zurich Insurance Group Ltd/FI | 62.594.340 $ | -297.096 $ | -0,5 % | 62.891.436 $ | -40.399 $ | -0,1 % | 62.931.835 $ | +509.511 $ | +0,8 % | |||
| Ironwood Wealth Management, LLC. | 62.641.735 $ | +62.572.993 $ | +91.025,9 % | 68.742 $ | +24.285 $ | +54,6 % | 44.457 $ | |||||
| Scott Capital Advisors, LLC | 62.504.110 $ | +58.763.624 $ | +1.571,0 % | 3.740.486 $ | +2.222.519 $ | +146,4 % | 1.517.967 $ | +186.879 $ | +14,0 % | 1.331.088 $ | +71.394 $ | +5,7 % |
| Cordant, Inc. | 61.994.166 $ | +4.723.495 $ | +8,2 % | 57.270.671 $ | +1.204.820 $ | +2,1 % | 56.065.851 $ | -1.395.581 $ | -2,4 % | 57.461.432 $ | +2.437.064 $ | +4,4 % |
| Level Financial Advisors | 61.923.950 $ | +2.709.081 $ | +4,6 % | 59.214.869 $ | +2.257.595 $ | +4,0 % | 56.957.274 $ | +4.769.266 $ | +9,1 % | 52.188.008 $ | +2.977.409 $ | +6,1 % |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 61.562.280 $ | +8.653.382 $ | +16,4 % | 52.908.898 $ | -3.118.197 $ | -5,6 % | 56.027.095 $ | +1.280.900 $ | +2,3 % | 54.746.195 $ | +4.459.788 $ | +8,9 % |
| White Lighthouse Investment Management Inc. | 59.665.342 $ | -1.753.614 $ | -2,9 % | 61.418.956 $ | -123.393 $ | -0,2 % | 61.542.349 $ | +457.466 $ | +0,7 % | 61.084.883 $ | +2.058.178 $ | +3,5 % |
| ProVise Management Group, LLC | 60.851.478 $ | +6.534.831 $ | +12,0 % | 54.316.647 $ | -1.296.959 $ | -2,3 % | 55.613.606 $ | +1.064.202 $ | +2,0 % | 54.549.404 $ | +3.171.464 $ | +6,2 % |
| Liquid Strategies, LLC | 60.811.372 $ | +2.995.005 $ | +5,2 % | 57.816.367 $ | +7.454.753 $ | +14,8 % | 50.361.614 $ | -1.575.062 $ | -3,0 % | 51.936.676 $ | +2.597.307 $ | +5,3 % |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 60.707.901 $ | +4.133.044 $ | +7,3 % | 56.574.857 $ | +3.117.065 $ | +5,8 % | 53.457.792 $ | +2.011.281 $ | +3,9 % | 51.446.511 $ | +3.791.910 $ | +8,0 % |
| WESBANCO BANK INC | 60.561.180 $ | +16.142.511 $ | +36,3 % | 44.418.669 $ | +4.366.950 $ | +10,9 % | 40.051.719 $ | +6.601.656 $ | +19,7 % | 33.450.063 $ | +15.532.328 $ | +86,7 % |
| Falcon Wealth Planning | 60.553.914 $ | +3.118.402 $ | +5,4 % | 57.435.512 $ | +5.521.323 $ | +10,6 % | 51.914.189 $ | +3.184.424 $ | +6,5 % | 48.729.765 $ | +3.918.422 $ | +8,7 % |
| QUATTRO FINANCIAL ADVISORS LLC | 60.484.641 $ | +45.245.590 $ | +296,9 % | 15.239.051 $ | -1.102.628 $ | -6,7 % | 16.341.679 $ | +1.355.687 $ | +9,0 % | 14.985.992 $ | +1.979.209 $ | +15,2 % |
| SWAN Capital LLC | 60.180.666 $ | +2.938.291 $ | +5,1 % | 57.242.375 $ | +2.885.064 $ | +5,3 % | 54.357.311 $ | +1.485.885 $ | +2,8 % | 52.871.426 $ | -159.680 $ | -0,3 % |
| Certified Advisory Corp | 60.041.111 $ | +25.099.870 $ | +71,8 % | 34.941.241 $ | +1.272.303 $ | +3,8 % | 33.668.938 $ | +1.654.612 $ | +5,2 % | 32.014.326 $ | +2.103.941 $ | +7,0 % |
| LVW Advisors, LLC | 52.615.778 $ | +10.176.234 $ | +24,0 % | 42.439.544 $ | -13.477.212 $ | -24,1 % | 55.916.756 $ | -4.028.333 $ | -6,7 % | 59.945.089 $ | +427.175 $ | +0,7 % |
| Kathmere Capital Management, LLC | 59.817.957 $ | +4.765.093 $ | +8,7 % | 55.052.864 $ | +9.126.406 $ | +19,9 % | 45.926.458 $ | -1.981.273 $ | -4,1 % | 47.907.731 $ | +6.088.597 $ | +14,6 % |
| Quadrature Capital Ltd | 59.765.157 $ | +59.159.693 $ | +9.771,0 % | 605.464 $ | -31.210.430 $ | -98,1 % | 31.815.894 $ | +24.894.982 $ | +359,7 % | 6.920.912 $ | -97.993 $ | -1,4 % |
| 25 LLC | 59.726.020 $ | +3.117.900 $ | +5,5 % | 56.608.120 $ | +3.956.023 $ | +7,5 % | 52.652.097 $ | +5.825.540 $ | +12,4 % | 46.826.557 $ | +3.014.121 $ | +6,9 % |
| Composition Wealth, LLC | 57.392.446 $ | +2.053.687 $ | +3,7 % | 55.338.759 $ | -4.269.615 $ | -7,2 % | 59.608.374 $ | -112.251 $ | -0,2 % | 59.720.625 $ | +9.275.145 $ | +18,4 % |
| Arkos Global Advisors | 59.056.000 $ | -540.000 $ | -0,9 % | 59.596.000 $ | +3.114.000 $ | +5,5 % | 56.482.000 $ | -983.000 $ | -1,7 % | |||
| Vernal Point Advisors, LLC | 59.523.890 $ | +17.967.753 $ | +43,2 % | 41.556.137 $ | +759.330 $ | +1,9 % | 40.796.807 $ | -3.571.288 $ | -8,0 % | 44.368.095 $ | -6.990.093 $ | -13,6 % |
| Jordan Park Group LLC | 31.547.961 $ | -19.129.089 $ | -37,7 % | 50.677.050 $ | -4.091.890 $ | -7,5 % | 54.768.940 $ | -4.739.127 $ | -8,0 % | 59.508.067 $ | -6.325.656 $ | -9,6 % |
| HRT FINANCIAL LP | 11.814.000 $ | -13.672.000 $ | -53,6 % | 25.486.000 $ | -33.929.000 $ | -57,1 % | 59.415.000 $ | +34.169.000 $ | +135,3 % | 25.246.000 $ | +9.683.000 $ | +62,2 % |
| World Investment Advisors | 59.204.661 $ | +7.161.838 $ | +13,8 % | 52.042.823 $ | +17.761.731 $ | +51,8 % | 34.281.092 $ | +3.910.919 $ | +12,9 % | |||
| CITIZENS & NORTHERN CORP | 59.070.587 $ | +16.879.316 $ | +40,0 % | 42.191.271 $ | -2.578.152 $ | -5,8 % | 44.769.423 $ | -3.041.121 $ | -6,4 % | 47.810.544 $ | +4.239.853 $ | +9,7 % |
| Lebenthal Global Advisors, LLC | 45.710.639 $ | -6.878.585 $ | -13,1 % | 52.589.224 $ | -6.456.965 $ | -10,9 % | 59.046.189 $ | +1.709.160 $ | +3,0 % | 57.337.029 $ | +949.562 $ | +1,7 % |
| Dodds Wealth, LLC | 58.849.089 $ | +2.155.549 $ | +3,8 % | 56.693.540 $ | +2.124.270 $ | +3,9 % | 54.569.270 $ | +834.532 $ | +1,6 % | 53.734.738 $ | +3.600.116 $ | +7,2 % |
| SJS Investment Consulting Inc. | 58.620.575 $ | +8.429.883 $ | +16,8 % | 50.190.692 $ | +6.054.952 $ | +13,7 % | 44.135.740 $ | +5.976.915 $ | +15,7 % | 38.158.825 $ | +9.309.617 $ | +32,3 % |
| Hirtle & Co., LLC | 39.482.073 $ | -19.133.305 $ | -32,6 % | 58.615.378 $ | +15.235.204 $ | +35,1 % | 43.380.174 $ | +1.064.093 $ | +2,5 % | 42.316.081 $ | -3.100.881 $ | -6,8 % |
| Winch Advisory Services, LLC | 58.448.375 $ | +554.767 $ | +1,0 % | 57.893.608 $ | -144.658 $ | -0,2 % | 58.038.266 $ | +1.654.580 $ | +2,9 % | 56.383.686 $ | +1.129.758 $ | +2,0 % |
| Financial Plan, Inc. | 58.341.387 $ | +9.246.853 $ | +18,8 % | 49.094.534 $ | +5.628.832 $ | +13,0 % | 43.465.702 $ | |||||
| Longview Financial Advisors LLC | 58.323.087 $ | +2.529.181 $ | +4,5 % | 55.793.906 $ | +1.241.358 $ | +2,3 % | 54.552.548 $ | +2.285.700 $ | +4,4 % | 52.266.848 $ | +2.354.402 $ | +4,7 % |
| FIRST NATIONAL TRUST CO | 56.806.981 $ | +1.132.410 $ | +2,0 % | 55.674.571 $ | -2.477.479 $ | -4,3 % | 58.152.050 $ | +2.552.855 $ | +4,6 % | 55.599.195 $ | -851.785 $ | -1,5 % |
| Belpointe Asset Management LLC | 39.331.912 $ | -3.384.063 $ | -7,9 % | 42.715.975 $ | -5.685.117 $ | -11,7 % | 48.401.092 $ | -9.742.662 $ | -16,8 % | 58.143.754 $ | +11.439.900 $ | +24,5 % |
| SONA ASSET MANAGEMENT (US) LLC | 899.645 $ | -57.169.671 $ | -98,5 % | 58.069.316 $ | -65.258.684 $ | -52,9 % | ||||||
| BIP Wealth, LLC | 58.002.350 $ | +23.473.370 $ | +68,0 % | 34.528.980 $ | -8.113.289 $ | -19,0 % | 42.642.269 $ | +11.100.290 $ | +35,2 % | 31.541.979 $ | +20.095.546 $ | +175,6 % |
| WESCAP Management Group, Inc. | 57.899.424 $ | +1.627.092 $ | +2,9 % | 56.272.332 $ | +117.905 $ | +0,2 % | 56.154.427 $ | +3.345.634 $ | +6,3 % | 52.808.793 $ | +1.544.085 $ | +3,0 % |
| Ascent Group, LLC | 4.239.266 $ | +2.960.079 $ | +231,4 % | 1.279.187 $ | -53.944.065 $ | -97,7 % | 55.223.252 $ | -2.513.968 $ | -4,4 % | 57.737.220 $ | +27.137.925 $ | +88,7 % |
| Arrowroot Family Office, LLC | 57.420.347 $ | +9.444.407 $ | +19,7 % | 47.975.940 $ | +3.700.318 $ | +8,4 % | 44.275.622 $ | +6.707.929 $ | +17,9 % | 37.567.693 $ | +4.220.756 $ | +12,7 % |
| TRUST CO OF VERMONT | 57.101.970 $ | +16.664.065 $ | +41,2 % | 40.437.905 $ | +15.539.184 $ | +62,4 % | 24.898.721 $ | +5.861.385 $ | +30,8 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 56.717.155 $ | +2.448.597 $ | +4,5 % | 54.268.558 $ | +18.075.276 $ | +49,9 % | 36.193.282 $ | +15.079.422 $ | +71,4 % | 21.113.860 $ | +20.178.583 $ | +2.157,5 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 56.078.356 $ | +6.783.969 $ | +13,8 % | 49.294.387 $ | +6.353.248 $ | +14,8 % | 42.941.139 $ | +1.498.991 $ | +3,6 % | 41.442.148 $ | +1.851.931 $ | +4,7 % |
| Addison Advisors LLC | 26.170.569 $ | -29.836.270 $ | -53,3 % | 56.006.839 $ | +3.186.347 $ | +6,0 % | 52.820.492 $ | +3.579.336 $ | +7,3 % | 49.241.156 $ | +15.242.644 $ | +44,8 % |
| INSIGHT 2811, INC. | 55.693.257 $ | +438.339 $ | +0,8 % | 55.254.918 $ | +1.645.903 $ | +3,1 % | 53.609.015 $ | +854.973 $ | +1,6 % | 52.754.042 $ | +1.788.264 $ | +3,5 % |
| Kensington Asset Management, LLC | 55.450.042 $ | +19.523.291 $ | +54,3 % | 35.926.751 $ | +22.423.290 $ | +166,1 % | 13.503.461 $ | |||||
| FLOW TRADERS U.S. LLC | 26.747.000 $ | +13.966.000 $ | +109,3 % | 12.781.000 $ | -4.098.000 $ | -24,3 % | 16.879.000 $ | -38.519.000 $ | -69,5 % | 55.398.000 $ | +14.677.000 $ | +36,0 % |
| Magnolia Wealth Management, LLC | 55.358.105 $ | +5.587.236 $ | +11,2 % | 49.770.869 $ | +114.170 $ | +0,2 % | 49.656.699 $ | +2.103.234 $ | +4,4 % | 47.553.465 $ | +881.222 $ | +1,9 % |
| HB Wealth Management, LLC | 54.953.548 $ | +9.868.602 $ | +21,9 % | 45.084.946 $ | -3.579.273 $ | -7,4 % | 48.664.219 $ | +1.169.180 $ | +2,5 % | 47.495.039 $ | +7.506.838 $ | +18,8 % |
| Global Wealth Management Investment Advisory, Inc. | 54.936.621 $ | +3.153.274 $ | +6,1 % | 51.783.347 $ | -701.802 $ | -1,3 % | 52.485.149 $ | +3.731.285 $ | +7,7 % | 48.753.864 $ | +2.282.974 $ | +4,9 % |
| Insight Wealth Strategies, LLC | 54.906.652 $ | +1.262.872 $ | +2,4 % | 53.643.780 $ | +23.406.144 $ | +77,4 % | 30.237.636 $ | -117.772 $ | -0,4 % | 30.355.408 $ | +1.510.080 $ | +5,2 % |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 31.520.896 $ | +4.360.223 $ | +16,1 % | 27.160.673 $ | -13.845.021 $ | -33,8 % | 41.005.694 $ | -13.704.634 $ | -25,0 % | 54.710.328 $ | -44.845.955 $ | -45,0 % |
| GLOBE LIFE INC. | 53.013.625 $ | +373.385 $ | +0,7 % | 52.640.240 $ | -796.085 $ | -1,5 % | 53.436.325 $ | -1.268.100 $ | -2,3 % | 54.704.425 $ | +18.689.875 $ | +51,9 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 54.565.940 $ | +5.843.558 $ | +12,0 % | 48.722.382 $ | +2.374.292 $ | +5,1 % | 46.348.090 $ | +10.657.361 $ | +29,9 % | 35.690.729 $ | +659.358 $ | +1,9 % |
| BANK OF NOVA SCOTIA | 25.130.922 $ | -29.283.413 $ | -53,8 % | 54.414.335 $ | +18.276.689 $ | +50,6 % | 36.137.646 $ | -18.164.072 $ | -33,5 % | 54.301.718 $ | -45.563.409 $ | -45,6 % |
| Total Wealth Planning, LLC | 3.273.230 $ | -51.024.429 $ | -94,0 % | 54.297.659 $ | +2.826.787 $ | +5,5 % | ||||||
| Checchi Capital Advisers, LLC | 53.398.341 $ | +3.886.375 $ | +7,8 % | 49.511.966 $ | -687.446 $ | -1,4 % | 50.199.412 $ | +3.153.804 $ | +6,7 % | 47.045.608 $ | +4.596.505 $ | +10,8 % |
| Essex Financial Services, Inc. | 53.383.335 $ | +9.160.203 $ | +20,7 % | 44.223.132 $ | -3.089.504 $ | -6,5 % | 47.312.636 $ | -174.781 $ | -0,4 % | 47.487.417 $ | +4.541.713 $ | +10,6 % |
| Strata Wealth Advisors, LLC | 50.346.633 $ | +1.032.883 $ | +2,1 % | 49.313.750 $ | -3.857.313 $ | -7,3 % | 53.171.063 $ | +857.532 $ | +1,6 % | 52.313.531 $ | -3.227.637 $ | -5,8 % |
| Strategic Wealth Investment Group, LLC | 52.162.498 $ | +12.521.388 $ | +31,6 % | 39.641.110 $ | +18.871 $ | +0,0 % | 39.622.239 $ | -13.317.626 $ | -25,2 % | 52.939.865 $ | +51.386.031 $ | +3.307,0 % |
| Carnegie Investment Counsel | 48.314.491 $ | -4.525.084 $ | -8,6 % | 52.839.575 $ | -62.688 $ | -0,1 % | 52.902.263 $ | +410.232 $ | +0,8 % | 52.492.031 $ | +2.083.975 $ | +4,1 % |
| Burton Enright Welch | 52.783.961 $ | +9.987.146 $ | +23,3 % | 42.796.815 $ | +3.907.694 $ | +10,0 % | 38.889.121 $ | +4.890.467 $ | +14,4 % | 33.998.654 $ | +3.893.831 $ | +12,9 % |
| Emprise Bank | 52.069.134 $ | -367.540 $ | -0,7 % | 52.436.674 $ | +1.725.831 $ | +3,4 % | 50.710.843 $ | +1.950.543 $ | +4,0 % | 48.760.300 $ | +4.448.615 $ | +10,0 % |
| ALTFEST L J & CO INC | 44.787.113 $ | -7.617.255 $ | -14,5 % | 52.404.368 $ | +19.551.621 $ | +59,5 % | 32.852.747 $ | -1.581.669 $ | -4,6 % | 34.434.416 $ | +14.289.257 $ | +70,9 % |
| Accredited Investors Inc. | 52.336.097 $ | +51.373.813 $ | +5.338,7 % | 962.284 $ | -244.340 $ | -20,2 % | 1.206.624 $ | +225.935 $ | +23,0 % | 980.689 $ | +271.660 $ | +38,3 % |
| Foundation Wealth Management, LLC\PA | 52.109.062 $ | +3.573.238 $ | +7,4 % | 48.535.824 $ | +2.585.456 $ | +5,6 % | 45.950.368 $ | +7.567.634 $ | +19,7 % | 38.382.734 $ | +7.680.690 $ | +25,0 % |
| Tilson Financial Group, Inc. | 52.081.800 $ | +2.311.923 $ | +4,6 % | 49.769.877 $ | +3.261.132 $ | +7,0 % | 46.508.745 $ | +4.536.137 $ | +10,8 % | 41.972.608 $ | +2.554.608 $ | +6,5 % |
| Turim 21 Investimentos Ltda. | 46.028.058 $ | -5.793.362 $ | -11,2 % | 51.821.420 $ | +49.954.386 $ | +2.675,6 % | 1.867.034 $ | -10.669.776 $ | -85,1 % | 12.536.810 $ | +12.493.609 $ | +28.919,7 % |
| STALEY CAPITAL ADVISERS INC | 51.750.099 $ | +13.719.093 $ | +36,1 % | 38.031.006 $ | +3.697.225 $ | +10,8 % | 34.333.781 $ | +1.967.200 $ | +6,1 % | 32.366.581 $ | +1.461.841 $ | +4,7 % |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 25.922.116 $ | -270.389 $ | -1,0 % | 26.192.505 $ | -25.299.980 $ | -49,1 % | 51.492.485 $ | +25.795.247 $ | +100,4 % | 25.697.238 $ | ||
| RFG HOLDINGS, INC. | 51.276.604 $ | +6.710.893 $ | +15,1 % | 44.565.711 $ | +21.956.225 $ | +97,1 % | 22.609.486 $ | +310.283 $ | +1,4 % | 22.299.203 $ | +2.608.825 $ | +13,2 % |
| Centric Wealth Management | 51.006.051 $ | +33.973.304 $ | +199,5 % | 17.032.747 $ | +1.025.566 $ | +6,4 % | 16.007.181 $ | +4.275.797 $ | +36,4 % | 11.731.384 $ | +984.225 $ | +9,2 % |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 50.996.400 $ | +711.060 $ | +1,4 % | 50.285.340 $ | +20.230.300 $ | +67,3 % | 30.055.040 $ | +22.724.632 $ | +310,0 % | |||
| Westerkirk Capital Inc. | 34.776.828 $ | -203.164 $ | -0,6 % | 34.979.992 $ | -16.006.458 $ | -31,4 % | 50.986.450 $ | |||||
| Wellspring Financial Advisors, LLC | 50.524.503 $ | +4.953.928 $ | +10,9 % | 45.570.575 $ | +16.911.954 $ | +59,0 % | 28.658.621 $ | +8.555.538 $ | +42,6 % | 20.103.083 $ | +19.548.422 $ | +3.524,4 % |
| Ameritas Advisory Services, LLC | 50.474.508 $ | +6.323.968 $ | +14,3 % | 44.150.540 $ | +19.324.043 $ | +77,8 % | 24.826.497 $ | +16.860.742 $ | +211,7 % | 7.965.755 $ | -13.972.745 $ | -63,7 % |
| Bragg Financial Advisors, Inc | 50.241.429 $ | +4.682.855 $ | +10,3 % | 45.558.574 $ | +582.950 $ | +1,3 % | 44.975.624 $ | +1.392.883 $ | +3,2 % | 43.582.741 $ | +2.352.269 $ | +5,7 % |
| Bell Investment Advisors, Inc | 50.129.731 $ | +619.019 $ | +1,3 % | 49.510.712 $ | +532.850 $ | +1,1 % | 48.977.862 $ | +1.891.888 $ | +4,0 % | 47.085.974 $ | +2.769.831 $ | +6,3 % |
| Bell Bank | 50.024.658 $ | +7.091.061 $ | +16,5 % | 42.933.597 $ | +1.394.998 $ | +3,4 % | 41.538.599 $ | +3.220.454 $ | +8,4 % | 38.318.145 $ | +16.321.035 $ | +74,2 % |
| WINTON GROUP Ltd | 50.003.250 $ | |||||||||||
| LOWE BROCKENBROUGH & CO INC | 49.989.331 $ | +964.707 $ | +2,0 % | 49.024.624 $ | +2.752.904 $ | +5,9 % | 46.271.720 $ | +7.339.780 $ | +18,9 % | 38.931.940 $ | -5.883.491 $ | -13,1 % |
| Marks Wealth, LLC | 44.971.373 $ | +1.580.884 $ | +3,6 % | 43.390.489 $ | -6.561.148 $ | -13,1 % | 49.951.637 $ | |||||
| Morling Financial Advisors, LLC | 49.880.348 $ | +1.124.401 $ | +2,3 % | 48.755.947 $ | +20.816.346 $ | +74,5 % | 27.939.601 $ | +2.210.836 $ | +8,6 % | 25.728.765 $ | +1.762.052 $ | +7,4 % |
| WNY Asset Management, LLC | 18.425.177 $ | -12.240.980 $ | -39,9 % | 30.666.157 $ | -19.167.689 $ | -38,5 % | 49.833.846 $ | +34.536.702 $ | +225,8 % | |||
| CAPITAL CITY TRUST CO/FL | 49.767.652 $ | +6.663.195 $ | +15,5 % | 43.104.457 $ | -39.820 $ | -0,1 % | 43.144.277 $ | |||||
| XY Planning Network, Inc. | 49.654.030 $ | +11.641.206 $ | +30,6 % | 38.012.824 $ | +2.846.630 $ | +8,1 % | 35.166.194 $ | +14.699.197 $ | +71,8 % | 20.466.997 $ | +0 $ | +0,0 % |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 37.748.435 $ | -3.465.797 $ | -8,4 % | 41.214.232 $ | -7.739.808 $ | -15,8 % | 48.954.040 $ | -681.616 $ | -1,4 % | 49.635.656 $ | +341.473 $ | +0,7 % |
| Eaton-Cambridge Inc. | 44.171.107 $ | +416.335 $ | +1,0 % | 43.754.772 $ | -5.873.940 $ | -11,8 % | 49.628.712 $ | +3.810.588 $ | +8,3 % | 45.818.124 $ | +2.637.827 $ | +6,1 % |
| Quaker Wealth Management, LLC | 49.603.164 $ | +810.329 $ | +1,7 % | 48.792.835 $ | +673.754 $ | +1,4 % | 48.119.081 $ | +291.171 $ | +0,6 % | 47.827.910 $ | +4.275.322 $ | +9,8 % |
| Capula Management Ltd | 49.590.000 $ | |||||||||||
| SBI Securities Co., Ltd. | 39.613.294 $ | -6.945.739 $ | -14,9 % | 46.559.033 $ | -887.857 $ | -1,9 % | 47.446.890 $ | -2.007.241 $ | -4,1 % | 49.454.131 $ | +393.358 $ | +0,8 % |
| Tolleson Wealth Management, Inc. | 49.303.750 $ | +6.869.636 $ | +16,2 % | 42.434.114 $ | +9.083.479 $ | +27,2 % | 33.350.635 $ | +198.636 $ | +0,6 % | 33.151.999 $ | +2.529.043 $ | +8,3 % |
| Parallel Advisors, LLC | 49.257.128 $ | +2.015.510 $ | +4,3 % | 47.241.618 $ | +950.374 $ | +2,1 % | 46.291.244 $ | +2.666.334 $ | +6,1 % | 43.624.910 $ | +949.175 $ | +2,2 % |
| Black Diamond Financial, LLC | 49.238.120 $ | +15.351.612 $ | +45,3 % | 33.886.508 $ | -2.430.990 $ | -6,7 % | 36.317.498 $ | +929.883 $ | +2,6 % | 35.387.615 $ | +5.638.738 $ | +19,0 % |
| Pacific Life Fund Advisors LLC | 49.164.918 $ | +11.297.517 $ | +29,8 % | 37.867.401 $ | -1.404.766 $ | -3,6 % | 39.272.167 $ | -1.093.767 $ | -2,7 % | 40.365.934 $ | -1.262.089 $ | -3,0 % |
| New England Capital Financial Advisors LLC | 48.946.365 $ | +3.122.700 $ | +6,8 % | 45.823.665 $ | +40.664.576 $ | +788,2 % | 5.159.089 $ | +5.049.346 $ | +4.601,1 % | 109.743 $ | +9.967 $ | +10,0 % |
| FIDELIS iM, LLC | 43.219.278 $ | -5.724.356 $ | -11,7 % | 48.943.634 $ | +1.027.565 $ | +2,1 % | 47.916.069 $ | +47.904.901 $ | +428.947,9 % | 11.168 $ | -43.509.666 $ | -100,0 % |
| William Mack & Associates, Inc. | 48.600.918 $ | +17.102.584 $ | +54,3 % | 31.498.334 $ | -11.927.580 $ | -27,5 % | 43.425.914 $ | +5.116.573 $ | +13,4 % | 38.309.341 $ | +3.828.115 $ | +11,1 % |
| Grove Bank & Trust | 48.517.138 $ | +16.542.804 $ | +51,7 % | 31.974.334 $ | +18.662.754 $ | +140,2 % | 13.311.580 $ | +311.541 $ | +2,4 % | 13.000.039 $ | +689.327 $ | +5,6 % |
| HUB Investment Partners, LLC | 48.443.068 $ | +4.704.204 $ | +10,8 % | 43.738.864 $ | +6.478.319 $ | +17,4 % | 37.260.545 $ | +2.112.097 $ | +6,0 % | 35.148.448 $ | +1.154.470 $ | +3,4 % |
| ShankerValleau Wealth Advisors, Inc. | 48.431.344 $ | +2.423.009 $ | +5,3 % | 46.008.335 $ | +738.063 $ | +1,6 % | 45.270.272 $ | +2.372.257 $ | +5,5 % | 42.898.015 $ | +2.713.209 $ | +6,8 % |
| Octavia Wealth Advisors, LLC | 11.702.727 $ | +1.952.750 $ | +20,0 % | 9.749.977 $ | -36.004.997 $ | -78,7 % | 45.754.974 $ | -2.508.543 $ | -5,2 % | 48.263.517 $ | +3.746.631 $ | +8,4 % |
| Trans-Canada Capital Inc. | 48.079.104 $ | -120.604 $ | -0,3 % | 48.199.708 $ | -94.303.565 $ | -66,2 % | ||||||
| AlphaQuest LLC | 48.174.011 $ | +41.684.408 $ | +642,3 % | 6.489.603 $ | -615.647 $ | -8,7 % | ||||||
| CGN Advisors LLC | 48.148.187 $ | +2.460.009 $ | +5,4 % | 45.688.178 $ | +5.687.302 $ | +14,2 % | 40.000.876 $ | +2.899.354 $ | +7,8 % | 37.101.522 $ | +9.137.383 $ | +32,7 % |
| Modern Wealth Management, LLC | 48.097.471 $ | +13.260.734 $ | +38,1 % | 34.836.737 $ | +9.029.665 $ | +35,0 % | 25.807.072 $ | +7.668.339 $ | +42,3 % | |||
| BANK OF HAWAII | 44.169.757 $ | +128.528 $ | +0,3 % | 44.041.229 $ | -3.555.978 $ | -7,5 % | 47.597.207 $ | -292.627 $ | -0,6 % | 47.889.834 $ | -3.893.168 $ | -7,5 % |
| BCK Partners, Inc. | 47.880.772 $ | +2.676.686 $ | +5,9 % | 45.204.086 $ | +1.032.362 $ | +2,3 % | 44.171.724 $ | +1.369.820 $ | +3,2 % | 42.801.904 $ | +1.879.728 $ | +4,6 % |
| Dynamic Advisor Solutions LLC | 47.743.158 $ | -68.953 $ | -0,1 % | 47.812.111 $ | +1.432.600 $ | +3,1 % | 46.379.511 $ | +161.339 $ | +0,3 % | 46.218.172 $ | +1.181.729 $ | +2,6 % |
| Johnson Bixby & Associates, LLC | 47.657.587 $ | +67.907 $ | +0,1 % | 47.589.680 $ | +6.107.155 $ | +14,7 % | 41.482.525 $ | +5.460.096 $ | +15,2 % | 36.022.429 $ | ||
| Starr Indemnity & Liability Co | 47.478.379 $ | +5.854.696 $ | +14,1 % | 41.623.683 $ | +917.527 $ | +2,3 % | 40.706.156 $ | +517.019 $ | +1,3 % | 40.189.137 $ | +1.966.129 $ | +5,1 % |
| Sellwood Investment Partners LLC | 46.506.638 $ | +1.234.984 $ | +2,7 % | 45.271.654 $ | -2.128.450 $ | -4,5 % | 47.400.104 $ | +1.346.417 $ | +2,9 % | 46.053.687 $ | +5.839.584 $ | +14,5 % |
| VAN STRUM & TOWNE INC. | 46.953.898 $ | +435.865 $ | +0,9 % | 46.518.033 $ | +6.716.841 $ | +16,9 % | 39.801.192 $ | -1.917.976 $ | -4,6 % | 41.719.168 $ | +1.609.050 $ | +4,0 % |
| Federation des caisses Desjardins du Quebec | 45.170.793 $ | -822.512 $ | -1,8 % | 45.993.305 $ | -786.159 $ | -1,7 % | 46.779.464 $ | -151.539 $ | -0,3 % | |||
| EVOLVE PRIVATE WEALTH, LLC | 46.708.412 $ | +2.171.968 $ | +4,9 % | 44.536.444 $ | +43.154.590 $ | +3.122,9 % | 1.381.854 $ | |||||
| SHUFRO ROSE & CO LLC | 46.617.029 $ | +3.168.869 $ | +7,3 % | 43.448.160 $ | +666.145 $ | +1,6 % | 42.782.015 $ | +12.179.983 $ | +39,8 % | 30.602.032 $ | -1.334.144 $ | -4,2 % |
| ASPIRIANT, LLC | 46.524.112 $ | +1.432.495 $ | +3,2 % | 45.091.617 $ | +820.191 $ | +1,9 % | 44.271.426 $ | +1.959.488 $ | +4,6 % | 42.311.938 $ | +3.182.230 $ | +8,1 % |
| Bear Mountain Capital, Inc. | 46.246.783 $ | -149.435 $ | -0,3 % | 46.396.218 $ | +25.536.175 $ | +122,4 % | 20.860.043 $ | +43.126 $ | +0,2 % | 20.816.917 $ | +447.617 $ | +2,2 % |
| Aurelius Family Office LLC | 46.257.365 $ | +3.248.018 $ | +7,6 % | 43.009.347 $ | +434.857 $ | +1,0 % | 42.574.490 $ | +1.430.896 $ | +3,5 % | 41.143.594 $ | +2.199.336 $ | +5,6 % |
| MainStreet Investment Advisors LLC | 44.132.561 $ | +542.600 $ | +1,2 % | 43.589.961 $ | -275.841 $ | -0,6 % | 43.865.802 $ | -2.284.325 $ | -4,9 % | 46.150.127 $ | +1.650.006 $ | +3,7 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 46.128.000 $ | +6.638.000 $ | +16,8 % | 39.490.000 $ | +1.106.000 $ | +2,9 % | 38.384.000 $ | +10.269.000 $ | +36,5 % | 28.115.000 $ | +1.096.000 $ | +4,1 % |
| Banco Santander, S.A. | 19.328.460 $ | -26.769.967 $ | -58,1 % | 46.098.427 $ | +11.310.642 $ | +32,5 % | 34.787.785 $ | +15.916.885 $ | +84,3 % | 18.870.900 $ | -10.920.847 $ | -36,7 % |
| Secure Asset Management, LLC | 45.981.398 $ | +2.194.394 $ | +5,0 % | 43.787.004 $ | +5.790.734 $ | +15,2 % | 37.996.270 $ | +62.408 $ | +0,2 % | 37.933.862 $ | +7.800.889 $ | +25,9 % |
| Rosenberg Matthew Hamilton | 45.971.673 $ | +4.009.091 $ | +9,6 % | 41.962.582 $ | +1.734.661 $ | +4,3 % | 40.227.921 $ | +4.468.967 $ | +12,5 % | 35.758.954 $ | +6.828.221 $ | +23,6 % |
| Berkeley Capital Partners, LLC | 45.959.949 $ | +554.439 $ | +1,2 % | 45.405.510 $ | +1.216.346 $ | +2,8 % | 44.189.164 $ | +346.270 $ | +0,8 % | 43.842.894 $ | +1.907.394 $ | +4,5 % |
| Unison Advisors LLC | 45.514.496 $ | +2.544.192 $ | +5,9 % | 42.970.304 $ | +3.674.406 $ | +9,4 % | 39.295.898 $ | +1.207.533 $ | +3,2 % | 38.088.365 $ | -128.199 $ | -0,3 % |
| THOMPSON SIEGEL & WALMSLEY LLC | 45.331.000 $ | +5.946.000 $ | +15,1 % | 39.385.000 $ | +10.219.000 $ | +35,0 % | 29.166.000 $ | +9.705.000 $ | +49,9 % | 19.461.000 $ | +6.738.000 $ | +53,0 % |
| DMKC Advisory Services, LLC | 45.047.515 $ | |||||||||||
| Gross & Hartman Investments LLC | 45.036.480 $ | +9.177.760 $ | +25,6 % | 35.858.720 $ | +4.382.989 $ | +13,9 % | 31.475.731 $ | |||||
| SAGE RHINO CAPITAL LLC | 44.907.315 $ | +17.142.666 $ | +61,7 % | 27.764.649 $ | +12.438.178 $ | +81,2 % | 15.326.471 $ | +230.443 $ | +1,5 % | 15.096.028 $ | +332.646 $ | +2,3 % |
| First Citizens Asset Management, Inc. | 44.886.173 $ | +2.605.812 $ | +6,2 % | 42.280.361 $ | -47.317 $ | -0,1 % | 42.327.678 $ | +404.475 $ | +1,0 % | 41.923.203 $ | +35.094.660 $ | +513,9 % |
| Brandywine Asset Management, Inc. | 43.715.587 $ | -840.415 $ | -1,9 % | 44.556.002 $ | ||||||||
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 40.474.657 $ | +629.934 $ | +1,6 % | 39.844.723 $ | -3.743.981 $ | -8,6 % | 43.588.704 $ | -889.782 $ | -2,0 % | 44.478.486 $ | -2.291.537 $ | -4,9 % |
| Cascade Wealth Advisors, Inc | 44.333.207 $ | +2.642.197 $ | +6,3 % | 41.691.010 $ | -264.716 $ | -0,6 % | 41.955.726 $ | -1.580.219 $ | -3,6 % | 43.535.945 $ | +13.913.394 $ | +47,0 % |
| Jaffetilchin Investment Partners, LLC | 25.546.209 $ | -18.779.193 $ | -42,4 % | 44.325.402 $ | +797.824 $ | +1,8 % | 43.527.578 $ | +3.053.895 $ | +7,5 % | |||
| Spartan Wealth Advisory Services LLC | 44.272.324 $ | +8.808.936 $ | +24,8 % | 35.463.388 $ | ||||||||
| Mills Wealth Advisors LLC | 44.247.270 $ | +6.022.193 $ | +15,8 % | 38.225.077 $ | +3.536.669 $ | +10,2 % | 34.688.408 $ | +2.606.632 $ | +8,1 % | 32.081.776 $ | +1.682.759 $ | +5,5 % |
| Tower Research Capital LLC (TRC) | 44.106.547 $ | +33.333.485 $ | +309,4 % | 10.773.062 $ | -26.052.816 $ | -70,7 % | 36.825.878 $ | -5.363.975 $ | -12,7 % | 42.189.853 $ | +10.160.441 $ | +31,7 % |
| Bishop & Co Investment Management, LLC | 44.086.171 $ | +1.178.972 $ | +2,7 % | 42.907.199 $ | +2.399.418 $ | +5,9 % | 40.507.781 $ | +157.691 $ | +0,4 % | 40.350.090 $ | +3.174.152 $ | +8,5 % |
| Verdence Capital Advisors LLC | 38.681.495 $ | +3.329.827 $ | +9,4 % | 35.351.668 $ | -8.635.586 $ | -19,6 % | 43.987.254 $ | +10.778.907 $ | +32,5 % | 33.208.347 $ | +8.708.839 $ | +35,5 % |
| PFG Advisors | 34.171.769 $ | -6.290.638 $ | -15,5 % | 40.462.407 $ | +350.720 $ | +0,9 % | 40.111.687 $ | -3.820.736 $ | -8,7 % | 43.932.423 $ | -140.791.218 $ | -76,2 % |
| RFG Advisory, LLC | 39.604.811 $ | -4.270.397 $ | -9,7 % | 43.875.208 $ | +4.085.418 $ | +10,3 % | 39.789.790 $ | -3.875.286 $ | -8,9 % | 43.665.076 $ | +3.971.713 $ | +10,0 % |
| BNP PARIBAS | 946.643 $ | -15.575.126 $ | -94,3 % | 16.521.769 $ | +15.784.104 $ | +2.139,7 % | 737.665 $ | -42.884.122 $ | -98,3 % | 43.621.787 $ | +22.746.788 $ | +109,0 % |
| Delta Accumulation, LLC | 12.500.280 $ | -1.950 $ | -0,0 % | 12.502.230 $ | -31.060.608 $ | -71,3 % | 43.562.838 $ | +17.261.411 $ | +65,6 % | 26.301.427 $ | +19.654.857 $ | +295,7 % |
| Jefferies Financial Group Inc. | 625.225 $ | -2.394.116 $ | -79,3 % | 3.019.341 $ | -40.497.756 $ | -93,1 % | 43.517.097 $ | +41.068.415 $ | +1.677,2 % | 2.448.682 $ | -3.969.068 $ | -61,8 % |
| Chicago Partners Investment Group LLC | 35.611.851 $ | +1.798.378 $ | +5,3 % | 33.813.473 $ | -9.680.719 $ | -22,3 % | 43.494.192 $ | +3.270.320 $ | +8,1 % | 40.223.872 $ | +3.077.406 $ | +8,3 % |
| Brio Consultants, LLC | 43.310.303 $ | +2.794.916 $ | +6,9 % | 40.515.387 $ | +4.934.027 $ | +13,9 % | 35.581.360 $ | +4.328.344 $ | +13,8 % | 31.253.016 $ | +2.361.014 $ | +8,2 % |
| John A. Wolfe & Associates, Inc. | 43.296.778 $ | |||||||||||
| Principle Wealth Partners LLC | 43.124.142 $ | +16.935.393 $ | +64,7 % | 26.188.749 $ | +158.672 $ | +0,6 % | 26.030.077 $ | +469.749 $ | +1,8 % | 25.560.328 $ | +2.661.904 $ | +11,6 % |
| Relyea Zuckerberg Hanson LLC | 43.098.835 $ | +8.152.161 $ | +23,3 % | 34.946.674 $ | +1.064.924 $ | +3,1 % | 33.881.750 $ | +1.447.924 $ | +4,5 % | 32.433.826 $ | +1.733.926 $ | +5,6 % |
| Rothschild Wealth LLC | 42.932.810 $ | -152.864 $ | -0,4 % | 43.085.674 $ | +791.102 $ | +1,9 % | 42.294.572 $ | +35.507.268 $ | +523,1 % | 6.787.304 $ | +652.054 $ | +10,6 % |
| Salomon & Ludwin, LLC | 42.772.550 $ | +882.867 $ | +2,1 % | 41.889.683 $ | +2.997.581 $ | +7,7 % | 38.892.102 $ | +2.226.440 $ | +6,1 % | 36.665.662 $ | +1.176.756 $ | +3,3 % |
| Permanent Capital Management, LP | 35.440.116 $ | +112.882 $ | +0,3 % | 35.327.234 $ | -746.844 $ | -2,1 % | 36.074.078 $ | -6.676.303 $ | -15,6 % | 42.750.381 $ | ||
| Kings Path Partners LLC | 42.735.910 $ | +7.149.704 $ | +20,1 % | 35.586.206 $ | -25.069 $ | -0,1 % | 35.611.275 $ | +3.091.326 $ | +9,5 % | 32.519.949 $ | +2.893.588 $ | +9,8 % |
| Invesco Ltd. | 42.445.133 $ | -107.128 $ | -0,3 % | 42.552.261 $ | +25.292.119 $ | +146,5 % | 17.260.142 $ | -324.139 $ | -1,8 % | 17.584.281 $ | -50.679.610 $ | -74,2 % |
| Sensible Financial Planning & Management, LLC. | 42.470.442 $ | +1.342.836 $ | +3,3 % | |||||||||
| SVB WEALTH LLC | 42.410.810 $ | +17.400.770 $ | +69,6 % | 25.010.040 $ | +3.567.589 $ | +16,6 % | 21.442.451 $ | +5.278.163 $ | +32,7 % | 16.164.288 $ | ||
| Systelligence, LLC | 29.017.162 $ | -7.020.927 $ | -19,5 % | 36.038.089 $ | -6.332.091 $ | -14,9 % | 42.370.180 $ | +24.201.986 $ | +133,2 % | 18.168.194 $ | -2.881.215 $ | -13,7 % |
| Seaside Wealth Management, Inc. | 42.229.715 $ | +3.414.291 $ | +8,8 % | 38.815.424 $ | +437.565 $ | +1,1 % | 38.377.859 $ | +2.864.400 $ | +8,1 % | 35.513.459 $ | +1.911.588 $ | +5,7 % |
| Northwest Bancshares, Inc. | 33.173.993 $ | +2.369.508 $ | +7,7 % | 30.804.485 $ | -6.423.020 $ | -17,3 % | 37.227.505 $ | -4.963.667 $ | -11,8 % | 42.191.172 $ | +6.665.802 $ | +18,8 % |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 42.091.039 $ | +4.077.205 $ | +10,7 % | 38.013.834 $ | +926.637 $ | +2,5 % | 37.087.197 $ | +1.248.903 $ | +3,5 % | 35.838.294 $ | +1.345.879 $ | +3,9 % |
| VSM Wealth Advisory, LLC | 41.876.300 $ | +3.414.553 $ | +8,9 % | 38.461.747 $ | -468.688 $ | -1,2 % | 38.930.435 $ | +2.505.288 $ | +6,9 % | 36.425.147 $ | +2.402.494 $ | +7,1 % |
| MISSION WEALTH MANAGEMENT, LP | 41.820.279 $ | +9.753.988 $ | +30,4 % | 32.066.291 $ | +1.028.179 $ | +3,3 % | 31.038.112 $ | +3.670.935 $ | +13,4 % | 27.367.177 $ | +684.299 $ | +2,6 % |
| Summit Financial Strategies, Inc. | 41.784.579 $ | +12.425.529 $ | +42,3 % | 29.359.050 $ | +17.932.584 $ | +156,9 % | 11.426.466 $ | +9.533.556 $ | +503,6 % | 1.892.910 $ | +98.281 $ | +5,5 % |
| Coyle Financial Counsel LLC | 41.698.991 $ | +1.365.270 $ | +3,4 % | 40.333.721 $ | +1.021.043 $ | +2,6 % | 39.312.678 $ | +1.424.331 $ | +3,8 % | 37.888.347 $ | +4.852.144 $ | +14,7 % |
| Institute for Wealth Management, LLC. | 41.572.126 $ | +13.611.020 $ | +48,7 % | 27.961.106 $ | +3.164.313 $ | +12,8 % | 24.796.793 $ | +1.792.182 $ | +7,8 % | 23.004.611 $ | +2.381.431 $ | +11,5 % |
| Rodgers & Associates, LTD | 41.553.518 $ | +1.682.554 $ | +4,2 % | 39.870.964 $ | +1.168.502 $ | +3,0 % | 38.702.462 $ | +2.139.741 $ | +5,9 % | 36.562.721 $ | +4.453.057 $ | +13,9 % |
| TD Waterhouse Canada Inc. | 41.215.070 $ | +2.227.124 $ | +5,7 % | 38.987.946 $ | +12.088.874 $ | +44,9 % | 26.899.072 $ | +7.105.366 $ | +35,9 % | 19.793.706 $ | +7.609.792 $ | +62,5 % |
| Hudock, Inc. | 41.063.683 $ | +1.052.483 $ | +2,6 % | 40.011.200 $ | -458.408 $ | -1,1 % | 40.469.608 $ | -244.046 $ | -0,6 % | 40.713.654 $ | +1.036.776 $ | +2,6 % |
| ST GERMAIN D J CO INC | 41.023.525 $ | +815.847 $ | +2,0 % | 40.207.678 $ | +374.956 $ | +0,9 % | 39.832.722 $ | +2.143.511 $ | +5,7 % | 37.689.211 $ | +587.121 $ | +1,6 % |
| Beaird Harris Wealth Management, LLC | 40.994.401 $ | +6.468.405 $ | +18,7 % | 34.525.996 $ | +9.845.998 $ | +39,9 % | 24.679.998 $ | -12.397.074 $ | -33,4 % | 37.077.072 $ | -10.598.977 $ | -22,2 % |
| MOLLER WEALTH PARTNERS | 40.782.255 $ | +1.126.080 $ | +2,8 % | 39.656.175 $ | +4.012.921 $ | +11,3 % | 35.643.254 $ | -510.451 $ | -1,4 % | 36.153.705 $ | +2.046.617 $ | +6,0 % |
| Providence First Trust Co | 40.700.340 $ | +7.342.743 $ | +22,0 % | 33.357.597 $ | -180.625 $ | -0,5 % | 33.538.222 $ | -331.517 $ | -1,0 % | 33.869.739 $ | +1.995.303 $ | +6,3 % |
| SOFI WEALTH, LLC | 40.589.932 $ | +1.503.904 $ | +3,8 % | 39.086.028 $ | +6.462.996 $ | +19,8 % | 32.623.032 $ | +1.936.802 $ | +6,3 % | 30.686.230 $ | +3.810.210 $ | +14,2 % |
| Integrated Advisors Network LLC | 36.105.646 $ | +1.275.006 $ | +3,7 % | 34.830.640 $ | -5.605.680 $ | -13,9 % | 40.436.320 $ | +1.567.927 $ | +4,0 % | 38.868.393 $ | +5.973.973 $ | +18,2 % |
| Meeder Advisory Services, Inc. | 7.864.949 $ | -32.506.647 $ | -80,5 % | 40.371.596 $ | +1.719.261 $ | +4,4 % | 38.652.335 $ | +4.241.838 $ | +12,3 % | 34.410.497 $ | +3.749.057 $ | +12,2 % |
| Kondo Wealth Advisors, Inc. | 40.278.493 $ | +2.102.996 $ | +5,5 % | 38.175.497 $ | +1.909.477 $ | +5,3 % | 36.266.020 $ | +2.154.351 $ | +6,3 % | 34.111.669 $ | +2.333.907 $ | +7,3 % |
| Marotta Asset Management | 40.221.195 $ | +1.116.699 $ | +2,9 % | 39.104.496 $ | +872.255 $ | +2,3 % | 38.232.241 $ | +1.166.133 $ | +3,1 % | 37.066.108 $ | +993.079 $ | +2,8 % |
| Grant Street Asset Management, Inc. | 40.190.805 $ | +4.125.678 $ | +11,4 % | 36.065.127 $ | +678.915 $ | +1,9 % | 35.386.212 $ | +977.869 $ | +2,8 % | 34.408.343 $ | +1.800.600 $ | +5,5 % |
| OPPENHEIMER & CO INC | 36.042.140 $ | -1.164.588 $ | -3,1 % | 37.206.728 $ | +5.939.421 $ | +19,0 % | 31.267.307 $ | -8.908.238 $ | -22,2 % | 40.175.545 $ | +7.311.199 $ | +22,2 % |
| Johnson Financial Group, Inc. | 40.084.674 $ | +39.435.205 $ | +6.071,9 % | 649.469 $ | -11.080 $ | -1,7 % | 660.549 $ | -9.629 $ | -1,4 % | 670.178 $ | +32.267 $ | +5,1 % |
| Whelan Financial | 40.050.942 $ | +384.207 $ | +1,0 % | 39.666.735 $ | +788.479 $ | +2,0 % | 38.878.256 $ | +524.958 $ | +1,4 % | 38.353.298 $ | +1.287.641 $ | +3,5 % |
| Advisory Services Network, LLC | 37.042.444 $ | +2.046.317 $ | +5,8 % | 34.996.127 $ | -413.072 $ | -1,2 % | 35.409.199 $ | -4.576.661 $ | -11,4 % | 39.985.860 $ | +9.999.990 $ | +33,3 % |
| J.W. COLE ADVISORS, INC. | 39.822.635 $ | +20.065.783 $ | +101,6 % | 19.756.852 $ | -11.248.224 $ | -36,3 % | 31.005.076 $ | -4.418.987 $ | -12,5 % | 35.424.063 $ | +3.079.094 $ | +9,5 % |
| BluePrint Investing LLC | 38.888.619 $ | -817.573 $ | -2,1 % | 39.706.192 $ | +1.731.636 $ | +4,6 % | 37.974.556 $ | |||||
| Pacific Capital Wealth Advisors, Inc. | 39.687.078 $ | +4.464.289 $ | +12,7 % | 35.222.789 $ | +3.547.441 $ | +11,2 % | 31.675.348 $ | +144.533 $ | +0,5 % | 31.530.815 $ | +6.453.613 $ | +25,7 % |
| FIRST MERCHANTS CORP | 39.686.504 $ | +5.325.466 $ | +15,5 % | 34.361.038 $ | +2.129.473 $ | +6,6 % | 32.231.565 $ | -551.990 $ | -1,7 % | 32.783.555 $ | +10.296.258 $ | +45,8 % |
| AlphaCore Capital LLC | 39.649.451 $ | +10.710.417 $ | +37,0 % | 28.939.034 $ | +1.163.430 $ | +4,2 % | 27.775.604 $ | -1.828.716 $ | -6,2 % | 29.604.320 $ | +2.110.236 $ | +7,7 % |
| One Day In July LLC | 39.547.520 $ | +4.735.429 $ | +13,6 % | 34.812.091 $ | -458.621 $ | -1,3 % | 35.270.712 $ | -3.263.366 $ | -8,5 % | 38.534.078 $ | -2.528.973 $ | -6,2 % |
| Harvest Portfolios Group Inc. | 20.043.394 $ | -8.783.358 $ | -30,5 % | 28.826.752 $ | -3.022.894 $ | -9,5 % | 31.849.646 $ | -7.680.811 $ | -19,4 % | 39.530.457 $ | -3.269.592 $ | -7,6 % |
| Dakota Wealth Management | 39.335.403 $ | +6.522.021 $ | +19,9 % | 32.813.382 $ | +2.439.283 $ | +8,0 % | 30.374.099 $ | +12.484.927 $ | +69,8 % | 17.889.172 $ | +1.312.449 $ | +7,9 % |
| AdvisorNet Financial, Inc | 39.327.071 $ | +6.731.063 $ | +20,6 % | 32.596.008 $ | +2.729.373 $ | +9,1 % | 29.866.635 $ | +1.569.160 $ | +5,5 % | 28.297.475 $ | +4.827.766 $ | +20,6 % |
| Tull Financial Group, Inc. | 39.156.721 $ | +1.584.104 $ | +4,2 % | 37.572.617 $ | +244.628 $ | +0,7 % | 37.327.989 $ | +869.161 $ | +2,4 % | 36.458.828 $ | +557.270 $ | +1,6 % |
| CARY STREET PARTNERS FINANCIAL LLC | 39.099.079 $ | +3.725.033 $ | +10,5 % | 35.374.046 $ | -1.438.518 $ | -3,9 % | 36.812.564 $ | +1.326.733 $ | +3,7 % | 35.485.831 $ | +2.854.840 $ | +8,7 % |
| Ocean Park Asset Management, LLC | 39.084.850 $ | +32.987.850 $ | +541,1 % | 6.097.000 $ | -26.629.098 $ | -81,4 % | 32.726.098 $ | -68.059.609 $ | -67,5 % | |||
| VANGUARD MARKETING CORPORATION | 39.028.500 $ | -31.500 $ | -0,1 % | 39.060.000 $ | ||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 36.840.176 $ | -2.219.479 $ | -5,7 % | 39.059.655 $ | +4.065.825 $ | +11,6 % | 34.993.830 $ | +2.915.786 $ | +9,1 % | 32.078.044 $ | -4.950.490 $ | -13,4 % |
| Sigma Planning Corp | 38.908.316 $ | +6.834.158 $ | +21,3 % | 32.074.158 $ | +1.705.953 $ | +5,6 % | 30.368.205 $ | +1.307.539 $ | +4,5 % | 29.060.666 $ | +4.836.480 $ | +20,0 % |
| Whitcomb & Hess, Inc. | 38.792.879 $ | +1.064.223 $ | +2,8 % | 37.728.656 $ | +591.730 $ | +1,6 % | 37.136.926 $ | +2.892.789 $ | +8,4 % | 34.244.137 $ | +2.906.958 $ | +9,3 % |
| TAGStone Capital, Inc. | 38.602.293 $ | +2.802.967 $ | +7,8 % | 35.799.326 $ | +99.624 $ | +0,3 % | 35.699.702 $ | +3.465.584 $ | +10,8 % | 32.234.118 $ | +272.134 $ | +0,9 % |
| COZAD ASSET MANAGEMENT INC | 38.598.431 $ | +12.688.369 $ | +49,0 % | 25.910.062 $ | -1.910.497 $ | -6,9 % | 27.820.559 $ | +696.865 $ | +2,6 % | 27.123.694 $ | +2.124.547 $ | +8,5 % |
| Newton One Investments LLC | 37.101.025 $ | -1.495.199 $ | -3,9 % | 38.596.224 $ | +621.752 $ | +1,6 % | 37.974.472 $ | +5.123 $ | +0,0 % | 37.969.349 $ | +855.021 $ | +2,3 % |
| Arbor Wealth Management LLC\AZ | 38.578.763 $ | |||||||||||
| AA Financial Advisors, LLC | 31.967.859 $ | +2.319.154 $ | +7,8 % | 29.648.705 $ | -8.925.032 $ | -23,1 % | 38.573.737 $ | +2.860.820 $ | +8,0 % | 35.712.917 $ | +1.835.722 $ | +5,4 % |
| Cornerstone National Bank & Trust Co | 38.510.326 $ | +568.884 $ | +1,5 % | 37.941.442 $ | +690.810 $ | +1,9 % | 37.250.632 $ | +1.258.410 $ | +3,5 % | 35.992.222 $ | +2.721.763 $ | +8,2 % |
| Integrated Investment Consultants, LLC | 38.436.833 $ | +5.018.477 $ | +15,0 % | 33.418.356 $ | -1.174.530 $ | -3,4 % | 34.592.886 $ | +456.536 $ | +1,3 % | 34.136.350 $ | +13.040.861 $ | +61,8 % |
| CSM Advisors, LLC | 26.225.000 $ | -12.163.000 $ | -31,7 % | 38.388.000 $ | +2.388.000 $ | +6,6 % | 36.000.000 $ | +5.785.000 $ | +19,1 % | 30.215.000 $ | +2.031.000 $ | +7,2 % |
| My Personal CFO, LLC | 833.580 $ | -218.906 $ | -20,8 % | 1.052.486 $ | -378.203 $ | -26,4 % | 1.430.689 $ | -36.952.045 $ | -96,3 % | 38.382.734 $ | +37.408.861 $ | +3.841,2 % |
| QUEST INVESTMENT MANAGEMENT LLC | 38.347.578 $ | |||||||||||
| Highland Financial Advisors, LLC | 38.296.861 $ | +11.221.610 $ | +41,4 % | 27.075.251 $ | -679.132 $ | -2,4 % | 27.754.383 $ | +170.027 $ | +0,6 % | 27.584.356 $ | +3.251.596 $ | +13,4 % |
| BIRCHBROOK, INC. | 35.889.073 $ | -1.225.390 $ | -3,3 % | 37.114.463 $ | -1.029.653 $ | -2,7 % | 38.144.116 $ | +894.780 $ | +2,4 % | 37.249.336 $ | +11.693 $ | +0,0 % |
| CHOREO, LLC | 38.063.090 $ | +1.819.559 $ | +5,0 % | 36.243.531 $ | +15.415.847 $ | +74,0 % | 20.827.684 $ | -3.180.505 $ | -13,2 % | 24.008.189 $ | +1.074.212 $ | +4,7 % |
| Alta Advisers Ltd | 33.145.656 $ | +8.815.224 $ | +36,2 % | 24.330.432 $ | +1.966.149 $ | +8,8 % | 22.364.283 $ | -15.539.896 $ | -41,0 % | 37.904.179 $ | +14.928.789 $ | +65,0 % |
| Elite Financial, Inc. | 37.833.000 $ | +3.166.000 $ | +9,1 % | 34.667.000 $ | -1.733.000 $ | -4,8 % | 36.400.000 $ | -115.000 $ | -0,3 % | 36.515.000 $ | +2.090.000 $ | +6,1 % |
| OBSIDIAN CIO, LLC | 3.137.520 $ | -212.022 $ | -6,3 % | 3.349.542 $ | +1.799.026 $ | +116,0 % | 1.550.516 $ | -36.104.492 $ | -95,9 % | 37.655.008 $ | +3.447.889 $ | +10,1 % |
| Kingsview Wealth Management, LLC | 23.267.152 $ | -14.345.020 $ | -38,1 % | 37.612.172 $ | +24.838.263 $ | +194,4 % | 12.773.909 $ | +614.605 $ | +5,1 % | 12.159.304 $ | +1.175.922 $ | +10,7 % |
| FINANCIAL CONSULATE, INC | 37.515.563 $ | +1.894.760 $ | +5,3 % | 35.620.803 $ | +7.434.789 $ | +26,4 % | 28.186.014 $ | +2.778.707 $ | +10,9 % | 25.407.307 $ | +1.859.457 $ | +7,9 % |
| Capital Advisors Wealth Management, LLC | 37.460.091 $ | +1.339.163 $ | +3,7 % | 36.120.928 $ | +2.410.044 $ | +7,1 % | 33.710.884 $ | +267.517 $ | +0,8 % | 33.443.367 $ | +1.278.939 $ | +4,0 % |
| Causey Wealth LLC | 36.593.480 $ | -859.065 $ | -2,3 % | 37.452.545 $ | +7.331.610 $ | +24,3 % | 30.120.935 $ | +2.588.983 $ | +9,4 % | 27.531.952 $ | +1.232.225 $ | +4,7 % |
| SpringVest Wealth Management LLC | 34.548.268 $ | +237.770 $ | +0,7 % | 34.310.498 $ | -172.856 $ | -0,5 % | 34.483.354 $ | -2.832.956 $ | -7,6 % | 37.316.310 $ | +1.917.708 $ | +5,4 % |
| Independent Advisor Alliance | 16.829.033 $ | -20.379.270 $ | -54,8 % | 37.208.303 $ | +23.173.798 $ | +165,1 % | 14.034.505 $ | -1.456.344 $ | -9,4 % | 15.490.849 $ | +2.331.396 $ | +17,7 % |
| BSW Wealth Partners | 37.158.368 $ | +3.833.877 $ | +11,5 % | 33.324.491 $ | -940.345 $ | -2,7 % | 34.264.836 $ | +1.350.149 $ | +4,1 % | 32.914.687 $ | +2.565.963 $ | +8,5 % |
| IFP Advisors, Inc | 34.124.838 $ | -2.937.880 $ | -7,9 % | 37.062.718 $ | +6.509.742 $ | +21,3 % | 30.552.976 $ | +2.452.406 $ | +8,7 % | 28.100.570 $ | +1.555.616 $ | +5,9 % |
| FourThought Financial Partners, LLC | 37.058.513 $ | +5.525.762 $ | +17,5 % | 31.532.751 $ | -2.440.256 $ | -7,2 % | 33.973.007 $ | +2.203.284 $ | +6,9 % | 31.769.723 $ | +4.062.497 $ | +14,7 % |
| Sunburst Financial Group, LLC | 37.038.774 $ | +971.514 $ | +2,7 % | 36.067.260 $ | +398.246 $ | +1,1 % | 35.669.014 $ | +578.885 $ | +1,6 % | 35.090.129 $ | +1.396.477 $ | +4,1 % |
| Diversified Trust Co | 36.816.896 $ | +4.698.224 $ | +14,6 % | 32.118.672 $ | -2.738.204 $ | -7,9 % | 34.856.876 $ | +1.213.843 $ | +3,6 % | 33.643.033 $ | +2.804.297 $ | +9,1 % |
| E&R Wealth Management, LLC | 36.809.313 $ | +3.710.255 $ | +11,2 % | 33.099.058 $ | +1.251.846 $ | +3,9 % | 31.847.212 $ | |||||
| Brand Asset Management Group, Inc. | 36.630.678 $ | +5.674.915 $ | +18,3 % | 30.955.763 $ | +1.325.433 $ | +4,5 % | 29.630.330 $ | +65.699 $ | +0,2 % | 29.564.631 $ | +2.188.096 $ | +8,0 % |
| BOSTON FAMILY OFFICE LLC | 36.555.000 $ | +1.990.000 $ | +5,8 % | 34.565.000 $ | +3.249.000 $ | +10,4 % | 31.316.000 $ | +1.666.000 $ | +5,6 % | 29.650.000 $ | +1.449.000 $ | +5,1 % |
| Summit Asset Management, LLC | 36.492.129 $ | +2.025.132 $ | +5,9 % | 34.466.997 $ | +800.747 $ | +2,4 % | 33.666.250 $ | +15.261.272 $ | +82,9 % | 18.404.978 $ | +1.025.532 $ | +5,9 % |
| Fischer Financial Services, Inc. | 36.380.760 $ | +1.127.616 $ | +3,2 % | 35.253.144 $ | +200.442 $ | +0,6 % | 35.052.702 $ | +764.186 $ | +2,2 % | 34.288.516 $ | +829.850 $ | +2,5 % |
| Centiva Capital, LP | 36.367.500 $ | +2.893.549 $ | +8,6 % | |||||||||
| Union Bancaire Privee, UBP SA | 35.829.240 $ | +437.985 $ | +1,2 % | 35.391.255 $ | -952.919 $ | -2,6 % | 36.344.174 $ | +900.392 $ | +2,5 % | 35.443.782 $ | +3.134.285 $ | +9,7 % |
| Johns Hopkins University | 35.902.241 $ | -209.739 $ | -0,6 % | 36.111.980 $ | -117.206 $ | -0,3 % | 36.229.186 $ | -74.025 $ | -0,2 % | 36.303.211 $ | +43.181 $ | +0,1 % |
| Glenview Trust Co | 36.058.595 $ | +4.168.091 $ | +13,1 % | 31.890.504 $ | +5.580.670 $ | +21,2 % | 26.309.834 $ | +1.385.240 $ | +5,6 % | 24.924.594 $ | +2.557.912 $ | +11,4 % |
| University of Illinois Foundation | 36.056.995 $ | +11.073.603 $ | +44,3 % | 24.983.392 $ | ||||||||
| Ethos Capital Management, Inc. | 35.954.870 $ | |||||||||||
| Twin Cities Retirement Group LLC | 35.878.703 $ | +3.486.062 $ | +10,8 % | 32.392.641 $ | +2.115.036 $ | +7,0 % | 30.277.605 $ | |||||
| LJI Wealth Management, LLC | 35.873.600 $ | +1.935.247 $ | +5,7 % | 33.938.353 $ | +948.174 $ | +2,9 % | 32.990.179 $ | +330.953 $ | +1,0 % | 32.659.226 $ | -5.212.518 $ | -13,8 % |
| Pathway Financial Advisors LLC | 35.855.433 $ | +2.792.880 $ | +8,4 % | 33.062.553 $ | +1.837.398 $ | +5,9 % | 31.225.155 $ | +823.645 $ | +2,7 % | 30.401.510 $ | -131.122 $ | -0,4 % |
| Diana Davis Spencer Foundation | 34.966.850 $ | -829.800 $ | -2,3 % | 35.796.650 $ | +806.750 $ | +2,3 % | ||||||
| Amicus Financial Advisors, LLC | 35.787.970 $ | +1.219.325 $ | +3,5 % | 34.568.645 $ | +1.040.607 $ | +3,1 % | 33.528.038 $ | |||||
| GREAT VALLEY ADVISOR GROUP, INC. | 35.599.043 $ | +3.980.014 $ | +12,6 % | 31.619.029 $ | +29.513 $ | +0,1 % | 31.589.516 $ | +618.065 $ | +2,0 % | 30.971.451 $ | +3.231.886 $ | +11,7 % |
| Concord Wealth Partners | 35.591.228 $ | +1.970.215 $ | +5,9 % | 33.621.013 $ | +31.461.172 $ | +1.456,6 % | 2.159.841 $ | -86.637 $ | -3,9 % | 2.246.478 $ | +22.606 $ | +1,0 % |
| Matrix Trust Co | 33.658.000 $ | +143.000 $ | +0,4 % | 33.515.000 $ | -1.185.000 $ | -3,4 % | 34.700.000 $ | -883.000 $ | -2,5 % | 35.583.000 $ | +5.957.000 $ | +20,1 % |
| Stone Summit Wealth LLC | 35.441.038 $ | -76.194 $ | -0,2 % | 35.517.232 $ | +2.598.357 $ | +7,9 % | 32.918.875 $ | +3.644.519 $ | +12,4 % | 29.274.356 $ | +12.603.648 $ | +75,6 % |
| Rise Advisors, LLC | 35.511.343 $ | +12.261.335 $ | +52,7 % | 23.250.008 $ | +597.112 $ | +2,6 % | 22.652.896 $ | +5.189.579 $ | +29,7 % | 17.463.317 $ | +17.407.784 $ | +31.346,7 % |
| Boston Standard Wealth Management, LLC | 35.452.001 $ | +20.975.936 $ | +144,9 % | 14.476.065 $ | +11.710.972 $ | +423,5 % | 2.765.093 $ | +48.093 $ | +1,8 % | 2.717.000 $ | +132.000 $ | +5,1 % |
| FIRST CITIZENS BANK & TRUST CO | 35.433.527 $ | +15.627.008 $ | +78,9 % | 19.806.519 $ | -451.773 $ | -2,2 % | 20.258.292 $ | +3.507.052 $ | +20,9 % | 16.751.240 $ | -786.770 $ | -4,5 % |
| MERIDIAN MANAGEMENT CO | 35.376.648 $ | +2.475.437 $ | +7,5 % | 32.901.211 $ | +1.214.065 $ | +3,8 % | 31.687.146 $ | +2.844.959 $ | +9,9 % | 28.842.187 $ | +2.005.961 $ | +7,5 % |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 34.369.503 $ | +12.669.960 $ | +58,4 % | 21.699.543 $ | -1.378.771 $ | -6,0 % | 23.078.314 $ | -12.271.134 $ | -34,7 % | 35.349.448 $ | +26.676.982 $ | +307,6 % |
| Planning Strategies Inc. | 35.304.807 $ | |||||||||||
| FIRST CITIZENS INVESTOR SERVICES, INC. | 0 $ | -35.186.177 $ | -100,0 % | 35.186.177 $ | ||||||||
| Conservest Capital Advisors, Inc. | 35.166.481 $ | +2.909.134 $ | +9,0 % | 32.257.347 $ | +8.289.376 $ | +34,6 % | 23.967.971 $ | +6.081.499 $ | +34,0 % | 17.886.472 $ | +1.161.732 $ | +6,9 % |
| Kropog Financial Group, LLC | 34.397.870 $ | +6.309.486 $ | +22,5 % | 28.088.384 $ | -7.048.639 $ | -20,1 % | 35.137.023 $ | +614.440 $ | +1,8 % | 34.522.583 $ | +3.006.755 $ | +9,5 % |
| Balance Wealth Partners LLC | 28.042.914 $ | +461.539 $ | +1,7 % | 27.581.375 $ | +950.664 $ | +3,6 % | 26.630.711 $ | -8.495.518 $ | -24,2 % | 35.126.229 $ | +26.103.382 $ | +289,3 % |
| N.E.W. Advisory Services LLC | 35.044.435 $ | +1.237.086 $ | +3,7 % | 33.807.349 $ | +212.099 $ | +0,6 % | 33.595.250 $ | +1.260.544 $ | +3,9 % | 32.334.706 $ | +1.726.209 $ | +5,6 % |
| SoundView Advisors Inc. | 34.841.000 $ | +1.046.000 $ | +3,1 % | 33.795.000 $ | +29.381.000 $ | +665,6 % | 4.414.000 $ | -7.490.000 $ | -62,9 % | 11.904.000 $ | +7.461.000 $ | +167,9 % |
| BALANCED WEALTH GROUP LLC | 34.831.247 $ | +28.670.383 $ | +465,4 % | 6.160.864 $ | -9.751 $ | -0,2 % | 6.170.615 $ | +453.228 $ | +7,9 % | 5.717.387 $ | -120.591 $ | -2,1 % |
| TIAA Wealth Investment Management LLC | 34.696.915 $ | +13.893.280 $ | +66,8 % | 20.803.635 $ | ||||||||
| PINNACLE FINANCIAL PARTNERS INC | 34.588.875 $ | -8.557.150 $ | -19,8 % | |||||||||
| Factor Wealth Management LTD | 34.454.626 $ | +9.205.047 $ | +36,5 % | 25.249.579 $ | +10.567.938 $ | +72,0 % | 14.681.641 $ | +1.854.656 $ | +14,5 % | 12.826.985 $ | +209.813 $ | +1,7 % |
| Fluent Financial, LLC | 16.551.015 $ | -17.686.176 $ | -51,7 % | 34.237.191 $ | -206.082 $ | -0,6 % | 34.443.273 $ | +3.986.820 $ | +13,1 % | 30.456.453 $ | +25.180.194 $ | +477,2 % |
| Shotwell Rutter Baer Inc | 34.431.409 $ | +924.479 $ | +2,8 % | 33.506.930 $ | +1.258.355 $ | +3,9 % | 32.248.575 $ | +2.156.287 $ | +7,2 % | 30.092.288 $ | +1.112.661 $ | +3,8 % |
| Family CFO Inc | 34.340.486 $ | +2.150.470 $ | +6,7 % | 32.190.016 $ | -595.593 $ | -1,8 % | 32.785.609 $ | +1.289.553 $ | +4,1 % | 31.496.056 $ | +2.305.930 $ | +7,9 % |
| CBIZ Investment Advisory Services, LLC | 34.340.436 $ | +0 $ | +0,0 % | 34.340.436 $ | +2.103.511 $ | +6,5 % | 32.236.925 $ | +1.398.420 $ | +4,5 % | 30.838.505 $ | +2.569.096 $ | +9,1 % |
| San Luis Wealth Advisors LLC | 34.134.673 $ | +3.396.757 $ | +11,1 % | 30.737.916 $ | +3.929.482 $ | +14,7 % | 26.808.434 $ | +1.452.652 $ | +5,7 % | 25.355.782 $ | -3.883.218 $ | -13,3 % |
| MOODY NATIONAL BANK TRUST DIVISION | 34.105.795 $ | +11.262.381 $ | +49,3 % | 22.843.414 $ | +2.030.604 $ | +9,8 % | 20.812.810 $ | +2.117.455 $ | +11,3 % | 18.695.355 $ | +1.786.171 $ | +10,6 % |
| Great Lakes Retirement, Inc. | 34.093.052 $ | +1.005.725 $ | +3,0 % | 33.087.327 $ | +955.923 $ | +3,0 % | 32.131.404 $ | +674.016 $ | +2,1 % | 31.457.388 $ | +1.606.586 $ | +5,4 % |
| GLOBALT Investments LLC / GA | 32.741.128 $ | -1.123.917 $ | -3,3 % | 33.865.045 $ | ||||||||
| GenTrust, LLC | 6.298.204 $ | -366.651 $ | -5,5 % | 6.664.855 $ | -934.413 $ | -12,3 % | 7.599.268 $ | -26.209.097 $ | -77,5 % | 33.808.365 $ | -662.273 $ | -1,9 % |
| ASSET PLANNING CORPORATION | 33.797.347 $ | +4.299.827 $ | +14,6 % | |||||||||
| Pioneer Wealth Management Group | 33.792.556 $ | +2.834.287 $ | +9,2 % | 30.958.269 $ | +1.969.207 $ | +6,8 % | 28.989.062 $ | +1.385.153 $ | +5,0 % | 27.603.909 $ | +2.817.137 $ | +11,4 % |
| Edgestream Partners, L.P. | 25.580.030 $ | +21.914.044 $ | +597,8 % | 3.665.986 $ | -13.526.843 $ | -78,7 % | 17.192.829 $ | -16.596.978 $ | -49,1 % | 33.789.807 $ | +9.254.936 $ | +37,7 % |
| Qube Research & Technologies Ltd | 24.769.222 $ | +24.446.456 $ | +7.574,0 % | 322.766 $ | -33.447.441 $ | -99,0 % | 33.770.207 $ | +7.295.965 $ | +27,6 % | 26.474.242 $ | -114.137.967 $ | -81,2 % |
| North Ridge Wealth Advisors, Inc. | 33.727.147 $ | +1.324.446 $ | +4,1 % | 32.402.701 $ | -187.197 $ | -0,6 % | 32.589.898 $ | +2.287.071 $ | +7,5 % | |||
| MA Private Wealth | 26.244.332 $ | +1.753.465 $ | +7,2 % | 24.490.867 $ | -9.125.848 $ | -27,1 % | 33.616.715 $ | +408.823 $ | +1,2 % | 33.207.892 $ | +1.374.453 $ | +4,3 % |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 21.729.461 $ | +473.109 $ | +2,2 % | 21.256.352 $ | -11.595.357 $ | -35,3 % | 32.851.709 $ | -621.478 $ | -1,9 % | 33.473.187 $ | +5.745.170 $ | +20,7 % |
| Montis Financial, LLC | 8.626.477 $ | -24.688.258 $ | -74,1 % | 33.314.735 $ | +1.750.652 $ | +5,5 % | 31.564.083 $ | +1.177.774 $ | +3,9 % | 30.386.309 $ | +2.784.002 $ | +10,1 % |
| Magnus Financial Group LLC | 33.312.070 $ | +3.494.786 $ | +11,7 % | 29.817.284 $ | +751.994 $ | +2,6 % | 29.065.290 $ | +1.109.544 $ | +4,0 % | 27.955.746 $ | +2.004.134 $ | +7,7 % |
| Arlington Financial Advisors, LLC | 33.130.061 $ | +3.299.262 $ | +11,1 % | 29.830.799 $ | +6.580.675 $ | +28,3 % | 23.250.124 $ | -4.417.925 $ | -16,0 % | 27.668.049 $ | +1.516.899 $ | +5,8 % |
| Topsail Wealth Management, LLC | 33.109.354 $ | +5.819.087 $ | +21,3 % | 27.290.267 $ | +1.162.918 $ | +4,5 % | 26.127.349 $ | +352.934 $ | +1,4 % | 25.774.415 $ | +2.324.042 $ | +9,9 % |
| AAFMAA Wealth Management & Trust LLC | 21.496.634 $ | +1.596.376 $ | +8,0 % | 19.900.258 $ | -695.277 $ | -3,4 % | 20.595.535 $ | -12.513.469 $ | -37,8 % | 33.109.004 $ | +481.806 $ | +1,5 % |
| Luminvest Wealth Management LLC | 33.024.474 $ | +2.638.299 $ | +8,7 % | 30.386.175 $ | +2.023.388 $ | +7,1 % | 28.362.787 $ | +8.763.042 $ | +44,7 % | 19.599.745 $ | -3.928.842 $ | -16,7 % |
| Beverly Hills Private Wealth, LLC | 33.011.889 $ | +3.197.150 $ | +10,7 % | 29.814.739 $ | +3.337.029 $ | +12,6 % | 26.477.710 $ | -2.214.335 $ | -7,7 % | 28.692.045 $ | +1.126.502 $ | +4,1 % |
| SYON CAPITAL LLC | 33.003.369 $ | +10.125.507 $ | +44,3 % | 22.877.862 $ | +22.628.345 $ | +9.068,9 % | ||||||
| Sovereign Investment Advisors, LLC | 32.912.968 $ | +21.954.192 $ | +200,3 % | 10.958.776 $ | +696.908 $ | +6,8 % | 10.261.868 $ | +1.054.518 $ | +11,5 % | 9.207.350 $ | +193.856 $ | +2,2 % |
| IMC-Chicago, LLC | 11.263.773 $ | +2.144.010 $ | +23,5 % | 9.119.763 $ | -23.763.367 $ | -72,3 % | 32.883.130 $ | +25.369.282 $ | +337,6 % | 7.513.848 $ | -1.072.768 $ | -12,5 % |
| Stratos Investment Management, LLC | 32.864.752 $ | +1.116.813 $ | +3,5 % | 31.747.939 $ | +1.755.082 $ | +5,9 % | 29.992.857 $ | +970.312 $ | +3,3 % | 29.022.545 $ | +1.050.822 $ | +3,8 % |
| CONNING INC. | 32.852.812 $ | +2.509.315 $ | +8,3 % | 30.343.497 $ | +207.130 $ | +0,7 % | 30.136.367 $ | +2.258.665 $ | +8,1 % | 27.877.702 $ | +13.894.432 $ | +99,4 % |
| Hardy Reed LLC | 32.850.063 $ | +2.933.745 $ | +9,8 % | 29.916.318 $ | +830.311 $ | +2,9 % | 29.086.007 $ | +3.821.799 $ | +15,1 % | 25.264.208 $ | +20.954.868 $ | +486,3 % |
| Five Oceans Advisors | 30.712.820 $ | -533.491 $ | -1,7 % | 31.246.311 $ | -1.515.728 $ | -4,6 % | 32.762.039 $ | +314.559 $ | +1,0 % | 32.447.480 $ | +5.366.836 $ | +19,8 % |
| Souders Financial Advisors | 32.685.822 $ | +21.470.548 $ | +191,4 % | 11.215.274 $ | +198.771 $ | +1,8 % | 11.016.503 $ | +414.129 $ | +3,9 % | 10.602.374 $ | +484.908 $ | +4,8 % |
| ZACKS INVESTMENT MANAGEMENT | 32.679.823 $ | +6.487.430 $ | +24,8 % | 26.192.393 $ | -2.529.004 $ | -8,8 % | 28.721.397 $ | -1.198.188 $ | -4,0 % | 29.919.585 $ | -3.060.951 $ | -9,3 % |
| SACHEM HILL LLC | 32.577.373 $ | +864.914 $ | +2,7 % | 31.712.459 $ | +1.232.664 $ | +4,0 % | 30.479.795 $ | +736.429 $ | +2,5 % | 29.743.366 $ | +478.384 $ | +1,6 % |
| R. W. Roge & Company, Inc. | 32.537.000 $ | +2.803.000 $ | +9,4 % | 29.734.000 $ | +15.102.000 $ | +103,2 % | 14.632.000 $ | +1.251.000 $ | +9,3 % | 13.381.000 $ | +1.303.000 $ | +10,8 % |
| Concord Asset Management, LLC/VA | 32.519.961 $ | +1.034.733 $ | +3,3 % | 31.485.228 $ | +29.485.096 $ | +1.474,2 % | ||||||
| Trustees of Dartmouth College | 32.497.314 $ | |||||||||||
| Mitsubishi UFJ Trust & Banking Corp | 31.839.260 $ | -38.523 $ | -0,1 % | 31.877.783 $ | -385.230 $ | -1,2 % | 32.263.013 $ | -138.682 $ | -0,4 % | 32.401.695 $ | -5.321.373 $ | -14,1 % |
| DEFINE FINANCIAL, LLC | 32.382.031 $ | +4.098.314 $ | +14,5 % | 28.283.717 $ | +3.039.409 $ | +12,0 % | 25.244.308 $ | +2.812.029 $ | +12,5 % | 22.432.279 $ | +1.279.855 $ | +6,1 % |
| COURIER CAPITAL LLC | 32.306.665 $ | +3.054.975 $ | +10,4 % | 29.251.690 $ | +660.044 $ | +2,3 % | 28.591.646 $ | +1.617.135 $ | +6,0 % | 26.974.511 $ | -71.241 $ | -0,3 % |
| Brady Martz Wealth Solutions, LLC | 32.206.098 $ | +1.300.046 $ | +4,2 % | 30.906.052 $ | +2.063.663 $ | +7,2 % | 28.842.389 $ | +1.236.237 $ | +4,5 % | 27.606.152 $ | +1.310.525 $ | +5,0 % |
| BOKF, NA | 32.195.360 $ | +2.741.960 $ | +9,3 % | 29.453.400 $ | +3.688.323 $ | +14,3 % | 25.765.077 $ | +3.907.617 $ | +17,9 % | 21.857.460 $ | +5.023.936 $ | +29,8 % |
| Kovack Advisors, Inc. | 12.224.532 $ | -19.930.162 $ | -62,0 % | 32.154.694 $ | +21.879.538 $ | +212,9 % | 10.275.156 $ | +2.402.679 $ | +30,5 % | 7.872.477 $ | -808.997 $ | -9,3 % |
| Beacon Financial Strategies CORP | 32.116.508 $ | +406.718 $ | +1,3 % | 31.709.790 $ | +691.604 $ | +2,2 % | 31.018.186 $ | +291.913 $ | +1,0 % | 30.726.273 $ | +990.283 $ | +3,3 % |
| Simplicity Wealth,LLC | 32.057.961 $ | +10.737.365 $ | +50,4 % | 21.320.596 $ | -250.005 $ | -1,2 % | 21.570.601 $ | -1.063.300 $ | -4,7 % | 22.633.901 $ | -14.561.453 $ | -39,1 % |
| Wheelhouse Advisory Group LLC | 31.684.535 $ | +6.147.119 $ | +24,1 % | 25.537.416 $ | -1.772.163 $ | -6,5 % | 27.309.579 $ | +2.082.499 $ | +8,3 % | 25.227.080 $ | +3.403.418 $ | +15,6 % |
| Adaptive Financial Consulting, LLC | 31.467.446 $ | -148.193 $ | -0,5 % | 31.615.639 $ | +537.720 $ | +1,7 % | 31.077.919 $ | -259.159 $ | -0,8 % | 31.337.078 $ | +901.097 $ | +3,0 % |
| Virtue Capital Management, LLC | 31.244.834 $ | +6.108.843 $ | +24,3 % | 25.135.991 $ | -4.418.141 $ | -14,9 % | 29.554.132 $ | +13.064.009 $ | +79,2 % | 16.490.123 $ | -24.759.106 $ | -60,0 % |
| SouthState Bank Corp | 31.220.664 $ | +9.792.033 $ | +45,7 % | 21.428.631 $ | +8.275.426 $ | +62,9 % | 13.153.205 $ | +153.014 $ | +1,2 % | 13.000.191 $ | -4.888.344 $ | -27,3 % |
| ZEVIN ASSET MANAGEMENT LLC | 31.191.737 $ | +74.520 $ | +0,2 % | 31.117.217 $ | +4.131.401 $ | +15,3 % | 26.985.816 $ | |||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 31.181.414 $ | +8.117.100 $ | +35,2 % | 23.064.314 $ | +1.491.414 $ | +6,9 % | 21.572.900 $ | +1.280.207 $ | +6,3 % | 20.292.693 $ | +2.853.800 $ | +16,4 % |
| Brickley Wealth Management | 31.148.343 $ | +1.071.293 $ | +3,6 % | 30.077.050 $ | +557.560 $ | +1,9 % | 29.519.490 $ | +214.055 $ | +0,7 % | 29.305.435 $ | +1.357.487 $ | +4,9 % |
| Momentous Wealth Management, Inc. | 31.121.108 $ | +1.710.902 $ | +5,8 % | 29.410.206 $ | +725.047 $ | +2,5 % | 28.685.159 $ | +2.485.621 $ | +9,5 % | 26.199.538 $ | +505.455 $ | +2,0 % |
| Prime Buchholz LLC | 31.115.518 $ | +26.968.707 $ | +650,3 % | 4.146.811 $ | +874.899 $ | +26,7 % | 3.271.912 $ | +293.177 $ | +9,8 % | 2.978.735 $ | -1.394.928 $ | -31,9 % |
| WIN ADVISORS, INC | 22.700.292 $ | +21.674.669 $ | +2.113,3 % | 1.025.623 $ | -30.057.168 $ | -96,7 % | 31.082.791 $ | +18.484.694 $ | +146,7 % | 12.598.097 $ | +10.020.641 $ | +388,8 % |
| ANDERSON HOAGLAND & CO | 30.041.026 $ | -912.622 $ | -2,9 % | 30.953.648 $ | +2.312.354 $ | +8,1 % | 28.641.294 $ | +4.941.448 $ | +20,9 % | 23.699.846 $ | +345.674 $ | +1,5 % |
| Powers Advisory Group, LLC | 30.931.421 $ | +3.627.427 $ | +13,3 % | 27.303.994 $ | +2.675.996 $ | +10,9 % | 24.627.998 $ | +1.789.751 $ | +7,8 % | 22.838.247 $ | +6.075.514 $ | +36,2 % |
| Keystone Financial Group | 30.902.447 $ | +6.472.943 $ | +26,5 % | 24.429.504 $ | -408.787 $ | -1,6 % | 24.838.291 $ | +3.573.724 $ | +16,8 % | 21.264.567 $ | +1.352.370 $ | +6,8 % |
| EARNED WEALTH ADVISORS, LLC | 30.858.797 $ | +1.878.134 $ | +6,5 % | 28.980.663 $ | +3.373.545 $ | +13,2 % | 25.607.118 $ | +20.087.440 $ | +363,9 % | 5.519.678 $ | +718.454 $ | +15,0 % |
| Greystone Financial Group, LLC | 17.344.218 $ | -286.434 $ | -1,6 % | 17.630.652 $ | -12.062.576 $ | -40,6 % | 29.693.228 $ | -1.052.076 $ | -3,4 % | 30.745.304 $ | -4.316.068 $ | -12,3 % |
| Jump Financial, LLC | 30.728.554 $ | +7.320.440 $ | +31,3 % | 23.408.114 $ | +2.797.181 $ | +13,6 % | 20.610.933 $ | +15.595.506 $ | +311,0 % | 5.015.427 $ | -11.701.409 $ | -70,0 % |
| KING LUTHER CAPITAL MANAGEMENT CORP | 30.619.938 $ | +5.808.153 $ | +23,4 % | 24.811.785 $ | +366.109 $ | +1,5 % | 24.445.676 $ | +1.117.998 $ | +4,8 % | 23.327.678 $ | +844.535 $ | +3,8 % |
| Cornerstone Advisory, LLC | 30.596.657 $ | +5.094.465 $ | +20,0 % | 25.502.192 $ | -2.044.155 $ | -7,4 % | 27.546.347 $ | +241.923 $ | +0,9 % | 27.304.424 $ | +2.041.573 $ | +8,1 % |
| Stratos Wealth Partners, LTD. | 30.535.547 $ | +3.307.454 $ | +12,1 % | 27.228.093 $ | +2.686.076 $ | +10,9 % | 24.542.017 $ | +1.089.350 $ | +4,6 % | 23.452.667 $ | +2.788.112 $ | +13,5 % |
| FLC Capital Advisors | 30.501.899 $ | +2.512.152 $ | +9,0 % | 27.989.747 $ | +1.237.717 $ | +4,6 % | 26.752.030 $ | +1.610.267 $ | +6,4 % | 25.141.763 $ | +1.418.141 $ | +6,0 % |
| Safe Harbor Family Capital, LLC | 30.431.553 $ | +5.002.031 $ | +19,7 % | 25.429.522 $ | +2.785.004 $ | +12,3 % | 22.644.518 $ | |||||
| Full Sail Capital, LLC | 30.420.568 $ | +51.699 $ | +0,2 % | |||||||||
| Steffes Financial, Ltd. | 30.370.361 $ | +7.630.422 $ | +33,6 % | 22.739.939 $ | +1.687.770 $ | +8,0 % | 21.052.169 $ | |||||
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 30.337.702 $ | +2.136.811 $ | +7,6 % | 28.200.891 $ | -274.206 $ | -1,0 % | 28.475.097 $ | +11.026.037 $ | +63,2 % | 17.449.060 $ | +1.668.574 $ | +10,6 % |
| Wescott Financial Advisory Group, LLC | 30.329.887 $ | +704.555 $ | +2,4 % | 29.625.332 $ | +238.420 $ | +0,8 % | 29.386.912 $ | -516.822 $ | -1,7 % | 29.903.734 $ | +751.288 $ | +2,6 % |
| Deane Retirement Strategies, Inc. | 24.912.954 $ | +5.769.553 $ | +30,1 % | 19.143.401 $ | -10.990.475 $ | -36,5 % | 30.133.876 $ | -163.883 $ | -0,5 % | 30.297.759 $ | -155.663 $ | -0,5 % |
| Rathbones Group PLC | 16.981.098 $ | -13.260.042 $ | -43,8 % | 30.241.140 $ | +212.680 $ | +0,7 % | 30.028.460 $ | +17.731.971 $ | +144,2 % | 12.296.489 $ | +1.040.802 $ | +9,2 % |
| Roble, Belko & Company, Inc | 30.174.000 $ | +2.397.000 $ | +8,6 % | 27.777.000 $ | +2.341.000 $ | +9,2 % | 25.436.000 $ | +4.440.000 $ | +21,1 % | 20.996.000 $ | +577.000 $ | +2,8 % |
| SCOPUS ASSET MANAGEMENT, L.P. | 30.014.278 $ | -97.415 $ | -0,3 % | 30.111.693 $ | -61.526 $ | -0,2 % | 30.173.219 $ | +35.890 $ | +0,1 % | |||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 30.146.858 $ | +9.933.643 $ | +49,1 % | 20.213.215 $ | +2.463.110 $ | +13,9 % | 17.750.105 $ | +2.420.789 $ | +15,8 % | 15.329.316 $ | +2.704.224 $ | +21,4 % |
| MMA ASSET MANAGEMENT LLC | 30.056.564 $ | +1.767.551 $ | +6,2 % | 28.289.013 $ | +17.473.275 $ | +161,6 % | 10.815.738 $ | +1.093.469 $ | +11,2 % | 9.722.269 $ | -2.089.505 $ | -17,7 % |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 29.967.518 $ | +5.343.193 $ | +21,7 % | 24.624.325 $ | +5.024.598 $ | +25,6 % | 19.599.727 $ | +1.943.151 $ | +11,0 % | 17.656.576 $ | +17.310.313 $ | +4.999,2 % |
| CITIZENS FINANCIAL GROUP INC/RI | 29.866.519 $ | +5.529.499 $ | +22,7 % | 24.337.020 $ | -2.490.002 $ | -9,3 % | 26.827.022 $ | +1.804.210 $ | +7,2 % | 25.022.812 $ | -6.330.182 $ | -20,2 % |
| FIRST MANHATTAN CO. LLC. | 29.824.235 $ | +2.565.309 $ | +9,4 % | 27.258.926 $ | +4.039.288 $ | +17,4 % | 23.219.638 $ | +622.445 $ | +2,8 % | 22.597.193 $ | +1.578.234 $ | +7,5 % |
| SAX WEALTH ADVISORS, LLC | 29.792.982 $ | +23.406.866 $ | +366,5 % | 6.386.116 $ | +0 $ | +0,0 % | 6.386.116 $ | +1.643.512 $ | +34,7 % | 4.742.604 $ | +285.332 $ | +6,4 % |
| 71 West Capital Partners | 29.764.388 $ | +3.754.348 $ | +14,4 % | 26.010.040 $ | +50.843 $ | +0,2 % | 25.959.197 $ | |||||
| Hobart Private Capital, LLC | 25.354.895 $ | +587.388 $ | +2,4 % | 24.767.507 $ | -4.956.502 $ | -16,7 % | 29.724.009 $ | +1.131.973 $ | +4,0 % | 28.592.036 $ | +8.914.218 $ | +45,3 % |
| Piedmont Capital Management, LLC | 29.675.047 $ | |||||||||||
| ROGCO, LP | 29.666.201 $ | +1.248.684 $ | +4,4 % | 28.417.517 $ | +2.664.820 $ | +10,3 % | 25.752.697 $ | +1.401.178 $ | +5,8 % | 24.351.519 $ | +1.228.814 $ | +5,3 % |
| Brucke Financial, Inc. | 29.659.929 $ | +2.616.984 $ | +9,7 % | 27.042.945 $ | +1.008.962 $ | +3,9 % | 26.033.983 $ | +1.720.348 $ | +7,1 % | 24.313.635 $ | +3.545.699 $ | +17,1 % |
| C V STARR & CO INC | 29.656.481 $ | +3.657.026 $ | +14,1 % | 25.999.455 $ | +573.116 $ | +2,3 % | 25.426.339 $ | +322.947 $ | +1,3 % | 25.103.392 $ | +1.228.106 $ | +5,1 % |
| WEBSTER BANK, N. A. | 29.625.945 $ | +1.581.158 $ | +5,6 % | 28.044.787 $ | +1.000.290 $ | +3,7 % | 27.044.497 $ | +948.106 $ | +3,6 % | 26.096.391 $ | +7.903.712 $ | +43,4 % |
| Howard Capital Management Group, LLC | 28.165.924 $ | -783.852 $ | -2,7 % | 28.949.776 $ | -539.866 $ | -1,8 % | 29.489.642 $ | -92.786 $ | -0,3 % | 29.582.428 $ | +467.530 $ | +1,6 % |
| Wealth Management Nebraska | 27.619.070 $ | -568.964 $ | -2,0 % | 28.188.034 $ | -1.383.137 $ | -4,7 % | 29.571.171 $ | +56.745 $ | +0,2 % | 29.514.426 $ | +821.876 $ | +2,9 % |
| Baker Avenue Asset Management, LP | 29.569.796 $ | +681.864 $ | +2,4 % | 28.887.932 $ | -215.053 $ | -0,7 % | 29.102.985 $ | +20.006.474 $ | +219,9 % | 9.096.511 $ | +449.952 $ | +5,2 % |
| Cravens & Co Advisors, LLC | 25.518.168 $ | -4.051.056 $ | -13,7 % | 29.569.224 $ | +882.137 $ | +3,1 % | 28.687.087 $ | -367.515 $ | -1,3 % | 29.054.602 $ | +1.439.948 $ | +5,2 % |
| BCR Wealth Strategies, LLC | 29.493.000 $ | +2.946.000 $ | +11,1 % | 26.547.000 $ | +2.796.000 $ | +11,8 % | 23.751.000 $ | +1.198.000 $ | +5,3 % | 22.553.000 $ | +2.809.000 $ | +14,2 % |
| BCS Wealth Management | 16.842.945 $ | +1.457.031 $ | +9,5 % | 15.385.914 $ | -14.086.133 $ | -47,8 % | 29.472.047 $ | +16.241.126 $ | +122,8 % | 13.230.921 $ | +446.921 $ | +3,5 % |
| CIBC WORLD MARKET INC. | 29.406.929 $ | +5.327.612 $ | +22,1 % | 24.079.317 $ | +610.998 $ | +2,6 % | 23.468.319 $ | +680.303 $ | +3,0 % | 22.788.016 $ | +2.064.623 $ | +10,0 % |
| Ameritas Investment Partners, Inc. | 29.210.116 $ | +760.282 $ | +2,7 % | 28.449.834 $ | -554.659 $ | -1,9 % | 29.004.493 $ | +1.879.715 $ | +6,9 % | 27.124.778 $ | -313.490 $ | -1,1 % |
| JBGlobal.com LLC | 28.763.906 $ | -409.196 $ | -1,4 % | 29.173.102 $ | +5.563.185 $ | +23,6 % | 23.609.917 $ | -4.067.057 $ | -14,7 % | 27.676.974 $ | +958.125 $ | +3,6 % |
| Dynamic Wealth Strategies, LLC | 29.162.721 $ | +9.343.741 $ | +47,1 % | 19.818.980 $ | +1.417.675 $ | +7,7 % | 18.401.305 $ | +1.303.863 $ | +7,6 % | 17.097.442 $ | +5.588.032 $ | +48,6 % |
| TFO Wealth Partners, LLC | 29.110.871 $ | +18.240.543 $ | +167,8 % | 10.870.328 $ | +6.294.467 $ | +137,6 % | 4.575.861 $ | +3.964.242 $ | +648,2 % | 611.619 $ | +385.771 $ | +170,8 % |
| Vertex Investment Solutions Co., Ltd. | 29.018.961 $ | +539.972 $ | +1,9 % | 28.478.989 $ | +17.620.019 $ | +162,3 % | 10.858.970 $ | |||||
| Bath Savings Trust Co | 28.597.616 $ | +120.653 $ | +0,4 % | 28.476.963 $ | -241.126 $ | -0,8 % | 28.718.089 $ | -293.598 $ | -1,0 % | 29.011.687 $ | +700.764 $ | +2,5 % |
| HSBC HOLDINGS PLC | 25.223.372 $ | -3.750.584 $ | -12,9 % | 28.973.956 $ | +25.403.052 $ | +711,4 % | 3.570.904 $ | -10.634.127 $ | -74,9 % | |||
| NewSquare Capital LLC | 17.505.060 $ | +1.091.660 $ | +6,7 % | 16.413.400 $ | -11.466.599 $ | -41,1 % | 27.879.999 $ | -1.023.453 $ | -3,5 % | 28.903.452 $ | +1.636.181 $ | +6,0 % |
| FAMILY WEALTH PARTNERS, LLC | 28.880.391 $ | +1.204.654 $ | +4,4 % | 27.675.737 $ | +3.297.827 $ | +13,5 % | 24.377.910 $ | +1.051.739 $ | +4,5 % | 23.326.171 $ | +1.339.639 $ | +6,1 % |
| CONNABLE OFFICE INC | 27.627.736 $ | +2.586.904 $ | +10,3 % | 25.040.832 $ | -1.923.486 $ | -7,1 % | 26.964.318 $ | -1.879.063 $ | -6,5 % | 28.843.381 $ | -2.747.755 $ | -8,7 % |
| Fairway Wealth LLC | 28.802.040 $ | +1.762.778 $ | +6,5 % | 27.039.262 $ | -56.740 $ | -0,2 % | 27.096.002 $ | +726.183 $ | +2,8 % | 26.369.819 $ | +3.249.746 $ | +14,1 % |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 28.721.651 $ | +613.750 $ | +2,2 % | 28.107.901 $ | +135.716 $ | +0,5 % | 27.972.185 $ | +452.816 $ | +1,6 % | 27.519.369 $ | -119.054 $ | -0,4 % |
| TITLEIST ASSET MANAGEMENT, LLC | 28.688.752 $ | +3.632.934 $ | +14,5 % | 25.055.818 $ | +4.232.241 $ | +20,3 % | 20.823.577 $ | +2.533.354 $ | +13,9 % | 18.290.223 $ | +2.535.968 $ | +16,1 % |
| BlueStem Wealth Partners, LLC | 554.746 $ | +74.478 $ | +15,5 % | 480.268 $ | -73.807 $ | -13,3 % | 554.075 $ | -28.095.580 $ | -98,1 % | 28.649.655 $ | +2.771.671 $ | +10,7 % |
| Mallini Complete Financial Planning LLC | 28.601.122 $ | |||||||||||
| NBT BANK, N.A. | 16.491.842 $ | -11.919.827 $ | -42,0 % | 28.411.669 $ | +16.641.678 $ | +141,4 % | 11.769.991 $ | +142.326 $ | +1,2 % | 11.627.665 $ | +185.932 $ | +1,6 % |
| Nuveen, LLC | 8.075.967 $ | -15.791.739 $ | -66,2 % | 23.867.706 $ | +2.403.232 $ | +11,2 % | 21.464.474 $ | -6.899.413 $ | -24,3 % | 28.363.887 $ | -8.112.524 $ | -22,2 % |
| North Dakota State Investment Board | 7.529.395 $ | -20.350.061 $ | -73,0 % | 27.879.456 $ | -293.926 $ | -1,0 % | 28.173.382 $ | |||||
| Glenmede Investment Management, LP | 28.109.367 $ | +12.043.440 $ | +75,0 % | |||||||||
| BAILARD, INC. | 2.180.019 $ | -493.757 $ | -18,5 % | 2.673.776 $ | -25.409.199 $ | -90,5 % | 28.082.975 $ | +26.339.503 $ | +1.510,7 % | 1.743.472 $ | -745.202 $ | -29,9 % |
| RATIONAL ADVISORS, INC. | 28.055.794 $ | +4.679.065 $ | +20,0 % | 23.376.729 $ | ||||||||
| Private Wealth Management Group, LLC | 28.053.979 $ | +611.551 $ | +2,2 % | 27.442.428 $ | +801.481 $ | +3,0 % | 26.640.947 $ | +1.326.840 $ | +5,2 % | 25.314.107 $ | +1.176.818 $ | +4,9 % |
| Colorado Capital Management, Inc. | 27.952.000 $ | +3.161.000 $ | +12,8 % | 24.791.000 $ | +1.338.000 $ | +5,7 % | 23.453.000 $ | +1.184.000 $ | +5,3 % | 22.269.000 $ | +2.172.000 $ | +10,8 % |
| Sowell Financial Services LLC | 27.931.149 $ | +7.985.099 $ | +40,0 % | 19.946.050 $ | -945.158 $ | -4,5 % | 20.891.208 $ | +709.943 $ | +3,5 % | 20.181.265 $ | +374.150 $ | +1,9 % |
| Ethos Financial Group, LLC | 25.145.310 $ | +5.521.781 $ | +28,1 % | 19.623.529 $ | -4.025.848 $ | -17,0 % | 23.649.377 $ | -4.243.749 $ | -15,2 % | 27.893.126 $ | +8.683.846 $ | +45,2 % |
| FSM Wealth Advisors, LLC | 27.890.405 $ | +3.324.543 $ | +13,5 % | 24.565.862 $ | +1.712.100 $ | +7,5 % | 22.853.762 $ | +1.118.339 $ | +5,1 % | 21.735.423 $ | +2.337.484 $ | +12,1 % |
| Intelligence Driven Advisers, LLC | 25.636.494 $ | +1.100.520 $ | +4,5 % | 24.535.974 $ | -825.111 $ | -3,3 % | 25.361.085 $ | -2.481.179 $ | -8,9 % | 27.842.264 $ | +2.071.072 $ | +8,0 % |
| Wright Wealth LLC | 27.804.840 $ | +1.261.886 $ | +4,8 % | 26.542.954 $ | +565.328 $ | +2,2 % | 25.977.626 $ | |||||
| Grey Fox Wealth Advisors, LLC | 27.773.402 $ | +3.547.864 $ | +14,6 % | 24.225.538 $ | +5.223.361 $ | +27,5 % | 19.002.177 $ | -1.432.469 $ | -7,0 % | 20.434.646 $ | +1.589.662 $ | +8,4 % |
| Curbstone Financial Management Corp | 27.724.705 $ | |||||||||||
| Cornerstone Wealth Group, LLC | 27.680.542 $ | +628.787 $ | +2,3 % | 27.051.755 $ | +2.171.310 $ | +8,7 % | 24.880.445 $ | +1.038.748 $ | +4,4 % | 23.841.697 $ | +839.808 $ | +3,7 % |
| Crews Bank & Trust | 27.543.373 $ | +2.082.002 $ | +8,2 % | 25.461.371 $ | +633.899 $ | +2,6 % | 24.827.472 $ | +2.442.858 $ | +10,9 % | 22.384.614 $ | +3.578.144 $ | +19,0 % |
| FIL Ltd | 19.955.291 $ | -5.073.613 $ | -20,3 % | 25.028.904 $ | -2.401.042 $ | -8,8 % | 27.429.946 $ | -101.734.970 $ | -78,8 % | |||
| Keystone Financial Group, Inc. | 27.365.519 $ | +2.334.893 $ | +9,3 % | 25.030.626 $ | +8.017.669 $ | +47,1 % | 17.012.957 $ | +2.395.094 $ | +16,4 % | 14.617.863 $ | +4.432.875 $ | +43,5 % |
| WHITTIER TRUST CO | 26.614.843 $ | +374.242 $ | +1,4 % | 26.240.601 $ | -232.668 $ | -0,9 % | 26.473.269 $ | -835.209 $ | -3,1 % | 27.308.478 $ | +1.075.316 $ | +4,1 % |
| CoreCap Advisors, LLC | 27.294.061 $ | +2.923.129 $ | +12,0 % | 24.370.932 $ | -542.501 $ | -2,2 % | 24.913.433 $ | +675.383 $ | +2,8 % | 24.238.050 $ | +2.154.690 $ | +9,8 % |
| Disciplined Investments, LLC | 27.280.854 $ | +1.424.305 $ | +5,5 % | 25.856.549 $ | +1.289.006 $ | +5,2 % | 24.567.543 $ | +1.796.447 $ | +7,9 % | 22.771.096 $ | +61.047 $ | +0,3 % |
| Blume Capital Management, Inc. | 27.209.712 $ | +4.177.945 $ | +18,1 % | 23.031.767 $ | +16.809.010 $ | +270,1 % | 6.222.757 $ | +2.459.461 $ | +65,4 % | 3.763.296 $ | -99.561 $ | -2,6 % |
| ALPS ADVISORS INC | 27.158.182 $ | +15.248.432 $ | +128,0 % | 11.909.750 $ | -11.237.555 $ | -48,5 % | 23.147.305 $ | +3.807.676 $ | +19,7 % | 19.339.629 $ | +154.213 $ | +0,8 % |
| Montecito Bank & Trust | 27.156.214 $ | +43.975 $ | +0,2 % | 27.112.239 $ | +861.079 $ | +3,3 % | 26.251.160 $ | +527.873 $ | +2,1 % | 25.723.287 $ | ||
| Triad Wealth Partners, LLC | 24.699.421 $ | +22.751.904 $ | +1.168,3 % | 1.947.517 $ | -25.176.847 $ | -92,8 % | 27.124.364 $ | +5.928.158 $ | +28,0 % | 21.196.206 $ | +11.527.998 $ | +119,2 % |
| BCGM Wealth Management, LLC | 27.121.167 $ | +26.559.847 $ | +4.731,7 % | 561.320 $ | -9.170.937 $ | -94,2 % | 9.732.257 $ | -533.753 $ | -5,2 % | 10.266.010 $ | +5.240.681 $ | +104,3 % |
| McCarthy Asset Management, Inc. | 26.999.033 $ | +251.354 $ | +0,9 % | 26.747.679 $ | ||||||||
| KEYVANTAGE WEALTH, LLC | 26.806.134 $ | -185.263 $ | -0,7 % | 26.991.397 $ | +1.132.471 $ | +4,4 % | 25.858.926 $ | -962.548 $ | -3,6 % | 26.821.474 $ | +1.489.934 $ | +5,9 % |
| OAK HILL WEALTH ADVISORS, LLC | 26.771.920 $ | +6.063.353 $ | +29,3 % | |||||||||
| MARYLAND CAPITAL ADVISORS INC. | 24.711.962 $ | -2.054.073 $ | -7,7 % | 26.766.035 $ | +169.509 $ | +0,6 % | 26.596.526 $ | +392.532 $ | +1,5 % | |||
| SIGNET FINANCIAL MANAGEMENT, LLC | 25.466.743 $ | -941.718 $ | -3,6 % | 26.408.461 $ | -347.997 $ | -1,3 % | 26.756.458 $ | +354.538 $ | +1,3 % | |||
| Janus Henderson Group Ltd. | 23.202.086 $ | -3.545.942 $ | -13,3 % | 26.748.028 $ | +5.943.244 $ | +28,6 % | 20.804.784 $ | -14.756.979 $ | -41,5 % | |||
| Ullmann Wealth Partners Group, LLC | 26.699.533 $ | +2.322.903 $ | +9,5 % | 24.376.630 $ | +2.450.456 $ | +11,2 % | 21.926.174 $ | +4.115.024 $ | +23,1 % | 17.811.150 $ | +993.571 $ | +5,9 % |
| Francis Financial, Inc. | 26.659.291 $ | +3.887.244 $ | +17,1 % | 22.772.047 $ | +2.001.468 $ | +9,6 % | 20.770.579 $ | +678.774 $ | +3,4 % | 20.091.805 $ | +2.528.623 $ | +14,4 % |
| OneAscent Investment Solutions LLC | 26.653.444 $ | +100.746 $ | +0,4 % | 26.552.698 $ | +318.330 $ | +1,2 % | 26.234.368 $ | +169.445 $ | +0,7 % | 26.064.923 $ | +766.923 $ | +3,0 % |
| Praetorian Wealth Management, Inc. | 26.648.274 $ | +3.098.268 $ | +13,2 % | 23.550.006 $ | -42.352 $ | -0,2 % | 23.592.358 $ | +172.407 $ | +0,7 % | 23.419.951 $ | +3.580.686 $ | +18,0 % |
| Larson Financial Group LLC | 23.286.283 $ | +937.446 $ | +4,2 % | 22.348.837 $ | -3.621.417 $ | -13,9 % | 25.970.254 $ | -670.141 $ | -2,5 % | 26.640.395 $ | -360.436 $ | -1,3 % |
| Perkins Coie Trust Co | 26.564.203 $ | +4.153.453 $ | +18,5 % | 22.410.750 $ | -1.994.570 $ | -8,2 % | 24.405.320 $ | -549.764 $ | -2,2 % | 24.955.084 $ | +1.948.631 $ | +8,5 % |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 26.068.809 $ | +234.454 $ | +0,9 % | 25.834.355 $ | -719.577 $ | -2,7 % | 26.553.932 $ | +296.089 $ | +1,1 % | 26.257.843 $ | -401.941 $ | -1,5 % |
| FEDERATED HERMES, INC. | 15.847.385 $ | -10.694.389 $ | -40,3 % | 26.541.774 $ | +11.470.463 $ | +76,1 % | 15.071.311 $ | +3.113.086 $ | +26,0 % | 11.958.225 $ | -23.639.516 $ | -66,4 % |
| Members Advisory Group LLC | 12.329.602 $ | -14.202.049 $ | -53,5 % | 26.531.651 $ | +7.776.334 $ | +41,5 % | 18.755.317 $ | +18.530.914 $ | +8.257,9 % | 224.403 $ | ||
| Hurlow Wealth Management Group, Inc. | 26.524.380 $ | +986.996 $ | +3,9 % | 25.537.384 $ | +938.396 $ | +3,8 % | 24.598.988 $ | +1.619.798 $ | +7,0 % | 22.979.190 $ | +750.424 $ | +3,4 % |
| TRB Wealth Management, LLC | 26.326.491 $ | +838.269 $ | +3,3 % | 25.488.222 $ | ||||||||
| RESOLUTE CAPITAL, LLC | 25.831.490 $ | -414.111 $ | -1,6 % | 26.245.601 $ | +72.680 $ | +0,3 % | 26.172.921 $ | |||||
| Alaska Permanent Capital Management, LLC | 26.194.504 $ | +942.414 $ | +3,7 % | 25.252.090 $ | +3.609.920 $ | +16,7 % | 21.642.170 $ | -631.606 $ | -2,8 % | 22.273.776 $ | +704.667 $ | +3,3 % |
| Covington Investment Advisors Inc. | 23.741.000 $ | +2.838.000 $ | +13,6 % | 20.903.000 $ | -2.047.000 $ | -8,9 % | 22.950.000 $ | -3.177.000 $ | -12,2 % | 26.127.000 $ | +1.916.000 $ | +7,9 % |
| Financial Solutions Advisory Group, Inc. | 25.928.492 $ | -152.428 $ | -0,6 % | 26.080.920 $ | ||||||||
| Insight Wealth Partners, LLC | 24.659.832 $ | -244.698 $ | -1,0 % | 24.904.530 $ | -792.392 $ | -3,1 % | 25.696.922 $ | -382.117 $ | -1,5 % | 26.079.039 $ | +24.015.996 $ | +1.164,1 % |
| West Wealth Group, LLC | 642.913 $ | -10.616 $ | -1,6 % | 653.529 $ | -25.399.463 $ | -97,5 % | 26.052.992 $ | +2.437.146 $ | +10,3 % | 23.615.846 $ | +10.183.418 $ | +75,8 % |
| Evergreen Wealth Partners LLC | 26.044.332 $ | +3.017.078 $ | +13,1 % | 23.027.254 $ | +2.038.905 $ | +9,7 % | 20.988.349 $ | |||||
| Curtis Advisory Group, LLC | 26.021.937 $ | +583.979 $ | +2,3 % | 25.437.958 $ | +935.430 $ | +3,8 % | 24.502.528 $ | +1.446.455 $ | +6,3 % | 23.056.073 $ | +1.101.593 $ | +5,0 % |
| Geneos Wealth Management Inc. | 25.975.782 $ | +6.651.774 $ | +34,4 % | 19.324.008 $ | +1.187.687 $ | +6,5 % | 18.136.321 $ | +4.110.680 $ | +29,3 % | 14.025.641 $ | -4.310.129 $ | -23,5 % |
| Destiny Wealth Partners, LLC | 6.263.975 $ | -7.302.137 $ | -53,8 % | 13.566.112 $ | -12.399.040 $ | -47,8 % | 25.965.152 $ | +18.461.033 $ | +246,0 % | 7.504.119 $ | +499.267 $ | +7,1 % |
| STATE OF WISCONSIN INVESTMENT BOARD | 25.683.480 $ | -149.040 $ | -0,6 % | 25.832.520 $ | -64.800 $ | -0,3 % | 25.897.320 $ | -18.543.579 $ | -41,7 % | |||
| D'Orazio & Associates, Inc. | 25.861.352 $ | +5.180.067 $ | +25,0 % | 20.681.285 $ | +3.339.562 $ | +19,3 % | 17.341.723 $ | +5.861.380 $ | +51,1 % | 11.480.343 $ | +8.530.831 $ | +289,2 % |
| Ninety One UK Ltd | 8.074.080 $ | -17.723.152 $ | -68,7 % | 25.797.232 $ | +25.536.769 $ | +9.804,4 % | 260.463 $ | -178.593 $ | -40,7 % | 439.056 $ | +222.634 $ | +102,9 % |
| GeoWealth Management, LLC | 25.796.588 $ | +6.583.384 $ | +34,3 % | 19.213.204 $ | +5.595.933 $ | +41,1 % | 13.617.271 $ | +3.357.301 $ | +32,7 % | 10.259.970 $ | +2.967.413 $ | +40,7 % |
| ORSER CAPITAL MANAGEMENT, LLC | 16.781.685 $ | -463.660 $ | -2,7 % | 17.245.345 $ | -8.545.566 $ | -33,1 % | 25.790.911 $ | +2.629.481 $ | +11,4 % | 23.161.430 $ | +7.661.937 $ | +49,4 % |
| Compton Wealth Advisory Group, LLC | 25.742.248 $ | +1.821.988 $ | +7,6 % | 23.920.260 $ | +1.000.244 $ | +4,4 % | 22.920.016 $ | +4.042.087 $ | +21,4 % | 18.877.929 $ | +1.667.556 $ | +9,7 % |
| DOW CHEMICAL CO /DE/ | 19.882.630 $ | -5.216.715 $ | -20,8 % | 25.099.345 $ | -594.539 $ | -2,3 % | 25.693.884 $ | +1.172.635 $ | +4,8 % | 24.521.249 $ | +4.466.875 $ | +22,3 % |
| Robinswood Financial LLC | 25.686.937 $ | +1.461.609 $ | +6,0 % | 24.225.328 $ | +2.077.636 $ | +9,4 % | 22.147.692 $ | +1.809.732 $ | +8,9 % | 20.337.960 $ | +4.382.247 $ | +27,5 % |
| MIDDLETON & CO INC/MA | 25.620.396 $ | -41.180 $ | -0,2 % | 25.661.576 $ | +1.486.288 $ | +6,1 % | 24.175.288 $ | +1.634.599 $ | +7,3 % | 22.540.689 $ | -92.576 $ | -0,4 % |
| Firestone Capital Management | 25.651.780 $ | +593.095 $ | +2,4 % | 25.058.685 $ | +2.011.396 $ | +8,7 % | 23.047.289 $ | +1.643.674 $ | +7,7 % | 21.403.615 $ | +1.762.653 $ | +9,0 % |
| FLAGSHIP WEALTH ADVISORS, LLC | 25.529.951 $ | +12.193.806 $ | +91,4 % | 13.336.145 $ | -8.455.106 $ | -38,8 % | 21.791.251 $ | +2.802.794 $ | +14,8 % | 18.988.457 $ | +4.225.181 $ | +28,6 % |
| TCV Trust & Wealth Management, Inc. | 25.511.182 $ | +3.843.819 $ | +17,7 % | 21.667.363 $ | -350.289 $ | -1,6 % | 22.017.652 $ | +1.122.351 $ | +5,4 % | 20.895.301 $ | +1.752.302 $ | +9,2 % |
| Equita Financial Network, Inc. | 25.489.338 $ | +1.007.805 $ | +4,1 % | 24.481.533 $ | -1.017.820 $ | -4,0 % | 25.499.353 $ | +2.758.549 $ | +12,1 % | 22.740.804 $ | +2.567.139 $ | +12,7 % |
| Schorn Wealth LLC | 25.417.959 $ | +139.040 $ | +0,6 % | 25.278.919 $ | +425.324 $ | +1,7 % | 24.853.595 $ | -268.946 $ | -1,1 % | 25.122.541 $ | -111.638 $ | -0,4 % |
| Cornerstone Financial Management LLC | 25.353.498 $ | +502.314 $ | +2,0 % | 24.851.184 $ | +698.168 $ | +2,9 % | 24.153.016 $ | |||||
| Compass Wealth Management, LLC/GA | 12.578.664 $ | -229.176 $ | -1,8 % | 12.807.840 $ | -11.585.041 $ | -47,5 % | 24.392.881 $ | -942.900 $ | -3,7 % | 25.335.781 $ | +17.781.180 $ | +235,4 % |
| Baskin Financial Services Inc. | 24.761.000 $ | -324.000 $ | -1,3 % | 25.085.000 $ | -204.000 $ | -0,8 % | 25.289.000 $ | +217.000 $ | +0,9 % | 25.072.000 $ | +396.000 $ | +1,6 % |
| First Long Island Investors, LLC | 20.625.462 $ | -19.567 $ | -0,1 % | 20.645.029 $ | -2.601.685 $ | -11,2 % | 23.246.714 $ | -1.981.547 $ | -7,9 % | 25.228.261 $ | +2.383.990 $ | +10,4 % |
| Strategic Point Investment Advisors, LLC | 25.065.983 $ | +404.398 $ | +1,6 % | 24.661.585 $ | -544.964 $ | -2,2 % | 25.206.549 $ | +847.431 $ | +3,5 % | 24.359.118 $ | +729.102 $ | +3,1 % |
| Bramshill Investments, LLC | 22.841.090 $ | -610.753 $ | -2,6 % | 23.451.843 $ | -1.077.440 $ | -4,4 % | 24.529.283 $ | -652.534 $ | -2,6 % | 25.181.817 $ | +1.341.779 $ | +5,6 % |
| Cerro Pacific Wealth Advisors LLC | 25.125.593 $ | +5.501.449 $ | +28,0 % | 19.624.144 $ | +2.792.282 $ | +16,6 % | 16.831.862 $ | +1.425.342 $ | +9,3 % | 15.406.520 $ | +1.964.583 $ | +14,6 % |
| Discipline Wealth Solutions, LLC | 25.102.498 $ | +1.955.995 $ | +8,5 % | 23.146.503 $ | +13.199.321 $ | +132,7 % | 9.947.182 $ | +6.395.381 $ | +180,1 % | 3.551.801 $ | +3.037.678 $ | +590,8 % |
| TFC Financial Management, Inc. | 25.092.485 $ | +6.201.300 $ | +32,8 % | 18.891.185 $ | +18.865.647 $ | +73.872,8 % | 25.538 $ | -201.368 $ | -88,7 % | |||
| Koshinski Asset Management, Inc. | 25.088.705 $ | +1.430.511 $ | +6,0 % | 23.658.194 $ | +2.097.063 $ | +9,7 % | 21.561.131 $ | +1.927.821 $ | +9,8 % | 19.633.310 $ | +2.074.813 $ | +11,8 % |
| ExodusPoint Capital Management, LP | 25.036.338 $ | +24.681.338 $ | +6.952,5 % | |||||||||
| PECAUT & CO. | 24.978.554 $ | +417.846 $ | +1,7 % | 24.560.708 $ | ||||||||
| Cadence Wealth Management LLC | 17.939.562 $ | -6.975.453 $ | -28,0 % | 24.915.015 $ | +11.110.141 $ | +80,5 % | 13.804.874 $ | +10.732.017 $ | +349,3 % | 3.072.857 $ | ||
| MidFirst Bank | 24.872.395 $ | +3.876.563 $ | +18,5 % | 20.995.832 $ | +5.143.180 $ | +32,4 % | 15.852.652 $ | |||||
| ArchPoint Investors | 24.860.316 $ | +4.005.727 $ | +19,2 % | 20.854.589 $ | -1.662.395 $ | -7,4 % | 22.516.984 $ | +372.600 $ | +1,7 % | 22.144.384 $ | +1.783.324 $ | +8,8 % |
| LEUTHOLD GROUP, LLC | 22.234.275 $ | -1.547.351 $ | -6,5 % | 23.781.626 $ | +2.775 $ | +0,0 % | 23.778.851 $ | -1.074.784 $ | -4,3 % | 24.853.635 $ | +7.276.787 $ | +41,4 % |
| DAGCO, INC. | 24.850.751 $ | +2.882.192 $ | +13,1 % | 21.968.559 $ | +11.871.780 $ | +117,6 % | 10.096.779 $ | +9.825.738 $ | +3.625,2 % | 271.041 $ | +183.322 $ | +209,0 % |
| Gleason Group, Inc. | 23.082.758 $ | -1.598.645 $ | -6,5 % | 24.681.403 $ | -82 $ | -0,0 % | 24.681.485 $ | -49.692 $ | -0,2 % | 24.731.177 $ | +342.674 $ | +1,4 % |
| CPA Asset Management Group, LLC | 24.629.556 $ | +9.052.086 $ | +58,1 % | 15.577.470 $ | +3.528.367 $ | +29,3 % | 12.049.103 $ | +7.918.367 $ | +191,7 % | 4.130.736 $ | ||
| GUGGENHEIM CAPITAL LLC | 24.593.331 $ | +2.822.663 $ | +13,0 % | 21.770.668 $ | +1.157.713 $ | +5,6 % | 20.612.955 $ | +1.029.583 $ | +5,3 % | 19.583.372 $ | -1.403.627 $ | -6,7 % |
| 1900 WEALTH MANAGEMENT LLC | 24.580.368 $ | +3.047.143 $ | +14,2 % | 21.533.225 $ | -434.960 $ | -2,0 % | 21.968.185 $ | +346.725 $ | +1,6 % | 21.621.460 $ | +1.650.351 $ | +8,3 % |
| GEN Financial Management, INC. | 24.577.335 $ | +1.666.287 $ | +7,3 % | 22.911.048 $ | -759.175 $ | -3,2 % | 23.670.223 $ | +10.299.499 $ | +77,0 % | 13.370.724 $ | -1.413.492 $ | -9,6 % |
| SeaBridge Investment Advisors LLC | 24.525.567 $ | +2.089.897 $ | +9,3 % | 22.435.670 $ | +399.928 $ | +1,8 % | 22.035.742 $ | -1.548.402 $ | -6,6 % | 23.584.144 $ | +7.508.429 $ | +46,7 % |
| Northwest Quadrant Wealth Management, LLC | 24.501.536 $ | |||||||||||
| TrueWealth Financial Partners | 23.988.010 $ | -476.108 $ | -1,9 % | 24.464.118 $ | +3.008.257 $ | +14,0 % | 21.455.861 $ | +3.654.950 $ | +20,5 % | |||
| SIMON QUICK ADVISORS, LLC | 24.371.312 $ | +1.519.826 $ | +6,7 % | 22.851.486 $ | -1.149.808 $ | -4,8 % | 24.001.294 $ | -273.721 $ | -1,1 % | 24.275.015 $ | +2.074.625 $ | +9,3 % |
| Tortoise Investment Management, LLC | 24.341.768 $ | +831.957 $ | +3,5 % | 23.509.811 $ | +17.660.360 $ | +301,9 % | 5.849.451 $ | +1.738.995 $ | +42,3 % | 4.110.456 $ | -1.056.609 $ | -20,4 % |
| Coppell Advisory Solutions LLC | 24.323.110 $ | +19.475.364 $ | +401,7 % | 4.847.746 $ | +73.994 $ | +1,6 % | 4.773.752 $ | -3.075.156 $ | -39,2 % | |||
| Arkadios Wealth Advisors | 24.211.880 $ | +932.430 $ | +4,0 % | 23.279.450 $ | +793.904 $ | +3,5 % | 22.485.546 $ | +1.321.321 $ | +6,2 % | 21.164.225 $ | +1.801.391 $ | +9,3 % |
| DORVAL Corp | 24.180.344 $ | +376.889 $ | +1,6 % | 23.803.455 $ | +3.832.329 $ | +19,2 % | 19.971.126 $ | +6.183.958 $ | +44,9 % | 13.787.168 $ | +6.992.421 $ | +102,9 % |
| Alpha Cubed Investments, LLC | 24.130.613 $ | +440.080 $ | +1,9 % | 23.690.533 $ | -288.841 $ | -1,2 % | ||||||
| Signal Advisors Wealth, LLC | 24.123.868 $ | +4.754.631 $ | +24,5 % | 19.369.237 $ | +6.487.842 $ | +50,4 % | 12.881.395 $ | +684.343 $ | +5,6 % | 12.197.052 $ | -922.540 $ | -7,0 % |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 24.026.618 $ | +740.193 $ | +3,2 % | 23.286.425 $ | +1.437.005 $ | +6,6 % | 21.849.420 $ | +178.601 $ | +0,8 % | 21.670.819 $ | +1.170.725 $ | +5,7 % |
| S. R. Schill & Associates | 22.069.159 $ | +1.582.527 $ | +7,7 % | 20.486.632 $ | -3.534.439 $ | -14,7 % | 24.021.071 $ | +56.969 $ | +0,2 % | 23.964.102 $ | +2.471.366 $ | +11,5 % |
| Friday Financial | 24.020.852 $ | +4.379.450 $ | +22,3 % | 19.641.402 $ | +323.484 $ | +1,7 % | 19.317.918 $ | +3.150.182 $ | +19,5 % | 16.167.736 $ | +1.705.733 $ | +11,8 % |
| Mascoma Wealth Management LLC | 23.987.801 $ | +2.373.633 $ | +11,0 % | 21.614.168 $ | +21.508.526 $ | +20.359,8 % | 105.642 $ | -265 $ | -0,3 % | 105.907 $ | -44.649 $ | -29,7 % |
| Strategic Financial Partners, Ltd. | 23.924.725 $ | +3.935.881 $ | +19,7 % | 19.988.844 $ | -97.344 $ | -0,5 % | 20.086.188 $ | +18.295 $ | +0,1 % | 20.067.893 $ | +1.166.311 $ | +6,2 % |
| Financial Synergies Wealth Advisors, Inc. | 23.888.985 $ | +2.704.541 $ | +12,8 % | 21.184.444 $ | +13.209 $ | +0,1 % | 21.171.235 $ | +516.020 $ | +2,5 % | 20.655.215 $ | +840.636 $ | +4,2 % |
| Diesslin Group, Inc. | 9.132.171 $ | -14.751.383 $ | -61,8 % | 23.883.554 $ | ||||||||
| Gryphon Financial Partners LLC | 23.853.282 $ | +4.981.910 $ | +26,4 % | 18.871.372 $ | +17.784.373 $ | +1.636,1 % | 1.086.999 $ | +578.658 $ | +113,8 % | 508.341 $ | +92.889 $ | +22,4 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 23.830.185 $ | +5.111.000 $ | +27,3 % | 18.719.185 $ | +4.451.416 $ | +31,2 % | 14.267.769 $ | +3.525.948 $ | +32,8 % | 10.741.821 $ | +652.691 $ | +6,5 % |
| Bryn Mawr Trust Advisors, LLC | 23.733.083 $ | +1.621.759 $ | +7,3 % | 22.111.324 $ | +2.950.501 $ | +15,4 % | 19.160.823 $ | +2.919.667 $ | +18,0 % | 16.241.156 $ | +2.706.872 $ | +20,0 % |
| West Financial Advisors, LLC | 23.614.732 $ | +1.383.860 $ | +6,2 % | 22.230.872 $ | -86.984 $ | -0,4 % | 22.317.856 $ | +5.390.897 $ | +31,8 % | |||
| Lighthouse Financial LLC | 23.603.277 $ | +1.303.171 $ | +5,8 % | 22.300.106 $ | -89.694 $ | -0,4 % | 22.389.800 $ | +2.394.234 $ | +12,0 % | |||
| McIlrath & Eck, LLC | 23.560.282 $ | +6.415.108 $ | +37,4 % | 17.145.174 $ | +3.802.292 $ | +28,5 % | ||||||
| KWMG, LLC | 23.469.824 $ | +1.687.529 $ | +7,7 % | 21.782.295 $ | +872.781 $ | +4,2 % | 20.909.514 $ | +671.718 $ | +3,3 % | 20.237.796 $ | +1.007.302 $ | +5,2 % |
| Napier Financial, LLC | 23.466.097 $ | +468.023 $ | +2,0 % | 22.998.074 $ | +183.515 $ | +0,8 % | 22.814.559 $ | |||||
| Hamilton Capital, LLC | 22.766.994 $ | -682.970 $ | -2,9 % | 23.449.964 $ | +1.712.781 $ | +7,9 % | 21.737.183 $ | +126.029 $ | +0,6 % | |||
| Curry Webb Wealth Management LLC | 23.430.899 $ | +4.491.699 $ | +23,7 % | 18.939.200 $ | -414.243 $ | -2,1 % | 19.353.443 $ | |||||
| Curran Financial Partners, LLC | 18.223.942 $ | -5.189.135 $ | -22,2 % | 23.413.077 $ | +9.530.065 $ | +68,6 % | 13.883.012 $ | +1.714.167 $ | +14,1 % | 12.168.845 $ | +5.523.997 $ | +83,1 % |
| LEVEL FOUR ADVISORY SERVICES, LLC | 23.332.874 $ | +6.526.311 $ | +38,8 % | 16.806.563 $ | +699.790 $ | +4,3 % | 16.106.773 $ | +3.139.258 $ | +24,2 % | 12.967.515 $ | +1.954.174 $ | +17,7 % |
| WESTWOOD HOLDINGS GROUP INC | 11.512.742 $ | +823.508 $ | +7,7 % | 10.689.234 $ | -7.299.772 $ | -40,6 % | 17.989.006 $ | -5.335.994 $ | -22,9 % | 23.325.000 $ | -15.832.781 $ | -40,4 % |
| One Wealth Map LLC | 23.252.767 $ | +2.305.635 $ | +11,0 % | 20.947.132 $ | +1.334.083 $ | +6,8 % | 19.613.049 $ | -2.461.514 $ | -11,2 % | 22.074.563 $ | +1.015.740 $ | +4,8 % |
| DDD Partners, LLC | 23.250.949 $ | +3.670.745 $ | +18,7 % | 19.580.204 $ | +3.455.979 $ | +21,4 % | 16.124.225 $ | +1.241.029 $ | +8,3 % | 14.883.196 $ | +870.754 $ | +6,2 % |
| Security Financial Services, INC. | 23.235.477 $ | +6.254.786 $ | +36,8 % | 16.980.691 $ | -862.373 $ | -4,8 % | 17.843.064 $ | +302.172 $ | +1,7 % | 17.540.892 $ | +2.275.288 $ | +14,9 % |
| Central Pacific Bank - Trust Division | 23.213.682 $ | +7.263.834 $ | +45,5 % | 15.949.848 $ | +11.542.438 $ | +261,9 % | 4.407.410 $ | -237.432 $ | -5,1 % | 4.644.842 $ | +211.756 $ | +4,8 % |
| PITTENGER & ANDERSON INC | 21.406.604 $ | +422.225 $ | +2,0 % | 20.984.379 $ | -2.213.007 $ | -9,5 % | 23.197.386 $ | +1.632.431 $ | +7,6 % | 21.564.955 $ | +2.046.671 $ | +10,5 % |
| CFO4Life Group, LLC | 23.193.774 $ | +3.373.632 $ | +17,0 % | 19.820.142 $ | +848.136 $ | +4,5 % | 18.972.006 $ | +2.100.588 $ | +12,5 % | 16.871.418 $ | +588.600 $ | +3,6 % |
| XML Financial, LLC | 21.064.662 $ | -2.075.967 $ | -9,0 % | 23.140.629 $ | +17.629.448 $ | +319,9 % | 5.511.181 $ | +212.840 $ | +4,0 % | 5.298.341 $ | +90.136 $ | +1,7 % |
| VANCE WEALTH, LLC | 23.098.358 $ | +3.280.785 $ | +16,6 % | 19.817.573 $ | -580.811 $ | -2,8 % | 20.398.384 $ | +291.094 $ | +1,4 % | 20.107.290 $ | +1.076.314 $ | +5,7 % |
| Human Investing LLC | 22.985.189 $ | +665.578 $ | +3,0 % | 22.319.611 $ | +372.944 $ | +1,7 % | 21.946.667 $ | +849.239 $ | +4,0 % | 21.097.428 $ | +1.949.882 $ | +10,2 % |
| Gradient Capital Advisors, LLC | 22.963.877 $ | +707.130 $ | +3,2 % | 22.256.747 $ | +963.117 $ | +4,5 % | 21.293.630 $ | +675.704 $ | +3,3 % | 20.617.926 $ | +1.942.660 $ | +10,4 % |
| Hiley Hunt Wealth Management | 22.957.811 $ | +1.700.077 $ | +8,0 % | 21.257.734 $ | +681.670 $ | +3,3 % | 20.576.064 $ | +2.268.469 $ | +12,4 % | 18.307.595 $ | +1.617.516 $ | +9,7 % |
| Ausdal Financial Partners, Inc. | 22.845.438 $ | +6.578.708 $ | +40,4 % | 16.266.730 $ | +4.625.139 $ | +39,7 % | 11.641.591 $ | +2.696.506 $ | +30,1 % | 8.945.085 $ | +4.688.592 $ | +110,2 % |
| YARGER WEALTH STRATEGIES, LLC | 20.778.639 $ | +3.230.144 $ | +18,4 % | 17.548.495 $ | -5.265.182 $ | -23,1 % | 22.813.677 $ | +1.298.322 $ | +6,0 % | 21.515.355 $ | +2.349.342 $ | +12,3 % |
| Battery Global Advisors, LLC | 574.044 $ | +101.939 $ | +21,6 % | 472.105 $ | -22.337.070 $ | -97,9 % | 22.809.175 $ | +22.304.912 $ | +4.423,3 % | 504.263 $ | +45.070 $ | +9,8 % |
| Sagace Wealth Management LLC | 20.128.589 $ | +257.673 $ | +1,3 % | 19.870.916 $ | -2.929.503 $ | -12,8 % | 22.800.419 $ | +6.579 $ | +0,0 % | 22.793.840 $ | +2.888.355 $ | +14,5 % |
| FSA WEALTH PARTNERS, INC. | 11.521.663 $ | +1.843.408 $ | +19,0 % | 9.678.255 $ | -13.068.861 $ | -57,5 % | 22.747.116 $ | +266.969 $ | +1,2 % | 22.480.147 $ | +1.473.850 $ | +7,0 % |
| Peak Asset Management, LLC | 22.552.623 $ | -166.109 $ | -0,7 % | 22.718.732 $ | +1.251.576 $ | +5,8 % | 21.467.156 $ | +1.068.820 $ | +5,2 % | |||
| Crusonia Wealth Advisors LLC | 22.627.140 $ | +3.113.955 $ | +16,0 % | 19.513.185 $ | +4.856.209 $ | +33,1 % | 14.656.976 $ | |||||
| Charles Schwab Trust Co | 20.792.416 $ | -263.895 $ | -1,3 % | 21.056.311 $ | -1.122.839 $ | -5,1 % | 22.179.150 $ | -277.127 $ | -1,2 % | 22.456.277 $ | +378.039 $ | +1,7 % |
| CWC Advisors, LLC. | 18.148.026 $ | +156.309 $ | +0,9 % | 17.991.717 $ | +874.128 $ | +5,1 % | 17.117.589 $ | -5.336.833 $ | -23,8 % | 22.454.422 $ | +357.726 $ | +1,6 % |
| Peirce Capital Management, LLC | 21.894.633 $ | -549.050 $ | -2,4 % | 22.443.683 $ | +1.043.957 $ | +4,9 % | 21.399.726 $ | +939.387 $ | +4,6 % | 20.460.339 $ | +1.072.120 $ | +5,5 % |
| Americana Partners, LLC | 22.416.300 $ | +12.221.687 $ | +119,9 % | 10.194.613 $ | +519.589 $ | +5,4 % | 9.675.024 $ | +2.388.573 $ | +32,8 % | 7.286.451 $ | +993.943 $ | +15,8 % |
| PENNINGTON PARTNERS & CO., LLC | 22.416.233 $ | +2.571.339 $ | +13,0 % | 19.844.894 $ | +4.555.915 $ | +29,8 % | 15.288.979 $ | +191.258 $ | +1,3 % | 15.097.721 $ | +1.728.751 $ | +12,9 % |
| Revisor Wealth Management LLC | 18.494.539 $ | -2.069.485 $ | -10,1 % | 20.564.024 $ | -1.821.868 $ | -8,1 % | 22.385.892 $ | +1.635.730 $ | +7,9 % | 20.750.162 $ | +671.289 $ | +3,3 % |
| GREENLEAF TRUST | 4.101.028 $ | +430.236 $ | +11,7 % | 3.670.792 $ | -222.435 $ | -5,7 % | 3.893.227 $ | -18.447.311 $ | -82,6 % | 22.340.538 $ | +18.192.727 $ | +438,6 % |
| Cherry Tree Wealth Management, LLC | 22.326.819 $ | +913.746 $ | +4,3 % | 21.413.073 $ | +187.437 $ | +0,9 % | 21.225.636 $ | +632.842 $ | +3,1 % | |||
| LifeWealth Investments, LLC | 22.314.571 $ | +1.920.312 $ | +9,4 % | 20.394.259 $ | +2.338.281 $ | +13,0 % | 18.055.978 $ | +1.556.311 $ | +9,4 % | 16.499.667 $ | +4.185.070 $ | +34,0 % |
| TriaGen Wealth Management LLC | 22.313.653 $ | +1.766.744 $ | +8,6 % | 20.546.909 $ | -208.485 $ | -1,0 % | 20.755.394 $ | +284.049 $ | +1,4 % | 20.471.345 $ | +1.248.350 $ | +6,5 % |
| Strategic Investment Advisors / MI | 22.311.617 $ | +8.798.309 $ | +65,1 % | 13.513.308 $ | +635.525 $ | +4,9 % | 12.877.783 $ | +983.410 $ | +8,3 % | |||
| NorthLanding Financial Partners, LLC | 22.272.324 $ | +414.240 $ | +1,9 % | 21.858.084 $ | +10.586.482 $ | +93,9 % | 11.271.602 $ | +744.656 $ | +7,1 % | 10.526.946 $ | +848.997 $ | +8,8 % |
| SHAH CAPITAL MANAGEMENT | 22.251.257 $ | +2.172.622 $ | +10,8 % | 20.078.635 $ | -839.699 $ | -4,0 % | 20.918.334 $ | -63.339 $ | -0,3 % | 20.981.673 $ | -1.001.342 $ | -4,6 % |
| Prosperity Planning, Inc. | 22.106.555 $ | +1.436.912 $ | +7,0 % | 20.669.643 $ | +1.219.732 $ | +6,3 % | 19.449.911 $ | +786.401 $ | +4,2 % | 18.663.510 $ | +947.192 $ | +5,3 % |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 22.067.726 $ | +1.285.558 $ | +6,2 % | 20.782.168 $ | -722.067 $ | -3,4 % | 21.504.235 $ | +3.039.689 $ | +16,5 % | 18.464.546 $ | +516.851 $ | +2,9 % |
| Valtinson Bruner Financial Planning LLC | 22.065.833 $ | +585.412 $ | +2,7 % | 21.480.421 $ | +477.479 $ | +2,3 % | 21.002.942 $ | +48.030 $ | +0,2 % | 20.954.912 $ | +950.552 $ | +4,8 % |
| Integrity Advisory Solutions, LLC | 21.661.855 $ | -365.650 $ | -1,7 % | 22.027.505 $ | +2.451.764 $ | +12,5 % | 19.575.741 $ | -5.955 $ | -0,0 % | 19.581.696 $ | ||
| Tandem Wealth Advisors LLC | 21.990.218 $ | +896.479 $ | +4,2 % | 21.093.739 $ | +6.476.177 $ | +44,3 % | 14.617.562 $ | +644.507 $ | +4,6 % | 13.973.055 $ | +1.160.742 $ | +9,1 % |
| 1607 Capital Partners, LLC | 12.406.522 $ | -3.318.911 $ | -21,1 % | 15.725.433 $ | -1.701.464 $ | -9,8 % | 17.426.897 $ | -4.557.662 $ | -20,7 % | 21.984.559 $ | -752.394 $ | -3,3 % |
| FINANCIAL MANAGEMENT NETWORK INC | 21.961.293 $ | +1.491.691 $ | +7,3 % | 20.469.602 $ | +1.697.012 $ | +9,0 % | 18.772.590 $ | -93.989 $ | -0,5 % | 18.866.579 $ | +2.610.156 $ | +16,1 % |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 21.623.212 $ | -311.797 $ | -1,4 % | 21.935.009 $ | -17.858 $ | -0,1 % | 21.952.867 $ | +46.160 $ | +0,2 % | 21.906.707 $ | +927.756 $ | +4,4 % |
| Marietta Wealth Management, LLC | 21.908.198 $ | +1.747.982 $ | +8,7 % | 20.160.216 $ | +545.324 $ | +2,8 % | 19.614.892 $ | +897.680 $ | +4,8 % | 18.717.212 $ | +1.580.209 $ | +9,2 % |
| FAGAN ASSOCIATES, INC. | 21.476.217 $ | -92.646 $ | -0,4 % | 21.568.863 $ | -328.009 $ | -1,5 % | 21.896.872 $ | +178.753 $ | +0,8 % | 21.718.119 $ | +114.285 $ | +0,5 % |
| Kure Advisory, LLC | 21.821.142 $ | +1.224.343 $ | +5,9 % | 20.596.799 $ | +874.443 $ | +4,4 % | 19.722.356 $ | +1.334.455 $ | +7,3 % | 18.387.901 $ | +379.402 $ | +2,1 % |
| United Wealth Management, LLC | 21.629.525 $ | -143.357 $ | -0,7 % | 21.772.882 $ | -24.240 $ | -0,1 % | 21.797.122 $ | +1.490.563 $ | +7,3 % | 20.306.559 $ | +138.553 $ | +0,7 % |
| ENTRUST FINANCIAL LLC | 21.771.840 $ | +2.696.894 $ | +14,1 % | 19.074.946 $ | -1.165.031 $ | -5,8 % | 20.239.977 $ | |||||
| Wiser Wealth Management, Inc | 21.745.373 $ | +3.555.165 $ | +19,5 % | 18.190.208 $ | +1.390.869 $ | +8,3 % | 16.799.339 $ | +517.753 $ | +3,2 % | 16.281.586 $ | +1.948.886 $ | +13,6 % |
| Woodward Financial Advisors, Inc. | 21.716.424 $ | |||||||||||
| Frisco Financial Planning LLC | 21.385.983 $ | -319.269 $ | -1,5 % | 21.705.252 $ | +1.005.890 $ | +4,9 % | 20.699.362 $ | +142.122 $ | +0,7 % | 20.557.240 $ | -9.771.085 $ | -32,2 % |
| GoalFusion Wealth Management, LLC | 21.680.831 $ | +1.154.776 $ | +5,6 % | 20.526.055 $ | +509.889 $ | +2,5 % | 20.016.166 $ | +1.742.680 $ | +9,5 % | 18.273.486 $ | +1.935.841 $ | +11,8 % |
| GTS SECURITIES LLC | 14.769.977 $ | -6.845.843 $ | -31,7 % | 21.615.820 $ | +6.719.716 $ | +45,1 % | 14.896.104 $ | +6.887.753 $ | +86,0 % | 8.008.351 $ | -21.842.469 $ | -73,2 % |
| Meridian Wealth Management, LLC | 20.579.828 $ | -5.694 $ | -0,0 % | 20.585.522 $ | -998.292 $ | -4,6 % | 21.583.814 $ | +992.351 $ | +4,8 % | 20.591.463 $ | +1.741.015 $ | +9,2 % |
| HBE Wealth Management, LLC | 21.558.316 $ | +1.235.634 $ | +6,1 % | 20.322.682 $ | +846.996 $ | +4,3 % | 19.475.686 $ | |||||
| Tennessee Valley Asset Management Partners | 21.453.885 $ | +2.424.045 $ | +12,7 % | 19.029.840 $ | +323.646 $ | +1,7 % | 18.706.194 $ | +420.500 $ | +2,3 % | 18.285.694 $ | +694.175 $ | +3,9 % |
| Morton Brown Family Wealth, LLC | 21.422.410 $ | +2.011.412 $ | +10,4 % | 19.410.998 $ | +622.011 $ | +3,3 % | 18.788.987 $ | +2.552.920 $ | +15,7 % | 16.236.067 $ | +1.646.173 $ | +11,3 % |
| HTG Investment Advisors, Inc. | 21.339.778 $ | +10.272.567 $ | +92,8 % | 11.067.211 $ | +4.603.437 $ | +71,2 % | 6.463.774 $ | +2.746.535 $ | +73,9 % | 3.717.239 $ | +2.102.818 $ | +130,3 % |
| Five Pine Wealth Management | 21.318.070 $ | +1.083.829 $ | +5,4 % | 20.234.241 $ | +2.976.636 $ | +17,2 % | 17.257.605 $ | +2.089.738 $ | +13,8 % | 15.167.867 $ | +2.340.673 $ | +18,2 % |
| Altiora Financial Group, LLC | 21.278.502 $ | +3.595.180 $ | +20,3 % | 17.683.322 $ | +7.040.787 $ | +66,2 % | 10.642.535 $ | +186.046 $ | +1,8 % | 10.456.489 $ | +316.754 $ | +3,1 % |
| Balentine LLC | 20.699.117 $ | +2.495.895 $ | +13,7 % | 18.203.222 $ | -1.402.820 $ | -7,2 % | 19.606.042 $ | -1.671.495 $ | -7,9 % | 21.277.537 $ | -219.650 $ | -1,0 % |
| Estate Counselors, LLC | 5.725.366 $ | +767.985 $ | +15,5 % | 4.957.381 $ | -16.256.787 $ | -76,6 % | 21.214.168 $ | +1.286.132 $ | +6,5 % | 19.928.036 $ | +2.607.835 $ | +15,1 % |
| Strategic Blueprint, LLC | 21.126.592 $ | +2.390.968 $ | +12,8 % | 18.735.624 $ | +2.584.495 $ | +16,0 % | 16.151.129 $ | -2.910.373 $ | -15,3 % | 19.061.502 $ | -2.865.643 $ | -13,1 % |
| Mediolanum International Funds Ltd | 21.101.302 $ | +2.236.351 $ | +11,9 % | |||||||||
| Aerodigm Wealth, LLC | 21.083.649 $ | +855.173 $ | +4,2 % | 20.228.476 $ | +2.113.114 $ | +11,7 % | 18.115.362 $ | +2.124.400 $ | +13,3 % | 15.990.962 $ | +2.152.095 $ | +15,6 % |
| Galvin, Gaustad & Stein, LLC | 18.940.142 $ | +1.221.185 $ | +6,9 % | 17.718.957 $ | -3.314.969 $ | -15,8 % | 21.033.926 $ | +204.121 $ | +1,0 % | 20.829.805 $ | +1.548.551 $ | +8,0 % |
| HALL CAPITAL MANAGEMENT CO INC | 21.010.263 $ | +973.997 $ | +4,9 % | 20.036.266 $ | +2.033.025 $ | +11,3 % | 18.003.241 $ | +1.342.623 $ | +8,1 % | |||
| BTG Pactual Asset Management US LLC | 20.985.170 $ | +12.540.274 $ | +148,5 % | 8.444.896 $ | +8.240.211 $ | +4.025,8 % | 204.685 $ | -99.605 $ | -32,7 % | |||
| Clark Asset Management, LLC | 20.971.204 $ | +2.039.046 $ | +10,8 % | 18.932.158 $ | +1.486.297 $ | +8,5 % | 17.445.861 $ | +2.344.504 $ | +15,5 % | 15.101.357 $ | +1.421.349 $ | +10,4 % |
| Rehmann Capital Advisory Group | 20.946.738 $ | +252.436 $ | +1,2 % | 20.694.302 $ | +572.685 $ | +2,8 % | 20.121.617 $ | +1.979.045 $ | +10,9 % | 18.142.572 $ | +1.263.877 $ | +7,5 % |
| NKCFO LLC | 20.893.000 $ | +641.000 $ | +3,2 % | 20.252.000 $ | +2.362.000 $ | +13,2 % | 17.890.000 $ | -423.000 $ | -2,3 % | 18.313.000 $ | +130.000 $ | +0,7 % |
| Linscomb Wealth, Inc. | 20.878.113 $ | +6.335.433 $ | +43,6 % | 14.542.680 $ | -557.327 $ | -3,7 % | 15.100.007 $ | -1.084.152 $ | -6,7 % | 16.184.159 $ | -350.530 $ | -2,1 % |
| Compass Advisory Group LLC | 20.874.022 $ | +4.874.864 $ | +30,5 % | 15.999.158 $ | +1.644.157 $ | +11,5 % | 14.355.001 $ | +1.596.212 $ | +12,5 % | 12.758.789 $ | +6.787.655 $ | +113,7 % |
| Strategies Wealth Advisors, LLC | 20.870.316 $ | +4.651.598 $ | +28,7 % | 16.218.718 $ | -1.066.317 $ | -6,2 % | 17.285.035 $ | +213.314 $ | +1,2 % | 17.071.721 $ | +1.068.758 $ | +6,7 % |
| Squire Investment Management Company, LLC | 20.847.826 $ | +1.220.381 $ | +6,2 % | 19.627.445 $ | +2.181.003 $ | +12,5 % | 17.446.442 $ | +1.804.943 $ | +11,5 % | 15.641.499 $ | +1.357.474 $ | +9,5 % |
| Hurley Capital, LLC | 20.819.165 $ | +1.708.196 $ | +8,9 % | 19.110.969 $ | -1.151.763 $ | -5,7 % | 20.262.732 $ | +1.067.932 $ | +5,6 % | 19.194.800 $ | +1.859.358 $ | +10,7 % |
| West Virginia University Foundation, Inc | 20.717.745 $ | +73.965 $ | +0,4 % | 20.643.780 $ | ||||||||
| IFG Advisory, LLC | 15.265 $ | -20.629.982 $ | -99,9 % | 20.645.247 $ | +2.283.315 $ | +12,4 % | 18.361.932 $ | +1.702.865 $ | +10,2 % | |||
| Enclave Advisors LLC | 8.123.116 $ | -12.454.835 $ | -60,5 % | 20.577.951 $ | +14.679.714 $ | +248,9 % | 5.898.237 $ | +2.896.989 $ | +96,5 % | 3.001.248 $ | +106.218 $ | +3,7 % |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 19.335.830 $ | -1.178.878 $ | -5,7 % | 20.514.708 $ | +2.195.954 $ | +12,0 % | 18.318.754 $ | +1.536.458 $ | +9,2 % | 16.782.296 $ | -450.283 $ | -2,6 % |
| Choate Investment Advisors | 20.470.170 $ | +4.846.726 $ | +31,0 % | 15.623.444 $ | -471.998 $ | -2,9 % | 16.095.442 $ | +14.350.172 $ | +822,2 % | 1.745.270 $ | ||
| Farrell Financial LLC | 20.379.131 $ | +758.383 $ | +3,9 % | 19.620.748 $ | +1.274.575 $ | +6,9 % | 18.346.173 $ | +2.219.096 $ | +13,8 % | 16.127.077 $ | +903.100 $ | +5,9 % |
| Blue Barn Wealth, LLC | 7.981.604 $ | -12.394.611 $ | -60,8 % | 20.376.215 $ | +2.035.816 $ | +11,1 % | ||||||
| Advisors Preferred, LLC | 19.751.756 $ | +2.860.593 $ | +16,9 % | 16.891.163 $ | +126.041 $ | +0,8 % | 16.765.122 $ | -3.610.107 $ | -17,7 % | 20.375.229 $ | -5.420.139 $ | -21,0 % |
| Hegarty Advisors, LLC | 20.341.858 $ | +2.606.224 $ | +14,7 % | 17.735.634 $ | +1.101.592 $ | +6,6 % | 16.634.042 $ | |||||
| Roth Financial Partners LLC | 20.297.458 $ | +3.002.269 $ | +17,4 % | 17.295.189 $ | -1.140.812 $ | -6,2 % | 18.436.001 $ | +247.697 $ | +1,4 % | 18.188.304 $ | +651.527 $ | +3,7 % |
| United Capital Management of KS, Inc. | 11.382.154 $ | +657.848 $ | +6,1 % | 10.724.306 $ | -9.521.644 $ | -47,0 % | 20.245.950 $ | +10.969.686 $ | +118,3 % | 9.276.264 $ | +818.430 $ | +9,7 % |
| JT Stratford LLC | 15.833.735 $ | +320.533 $ | +2,1 % | 15.513.202 $ | +514.807 $ | +3,4 % | 14.998.395 $ | -5.203.617 $ | -25,8 % | 20.202.012 $ | -134.520 $ | -0,7 % |
| Silphium Asset Management Ltd | 20.199.750 $ | +17.178.750 $ | +568,6 % | |||||||||
| Paulson Wealth Management Inc. | 19.946.643 $ | +807.363 $ | +4,2 % | 19.139.280 $ | -1.036.891 $ | -5,1 % | 20.176.171 $ | +2.332.348 $ | +13,1 % | 17.843.823 $ | +1.564.943 $ | +9,6 % |
| Financial & Tax Architects, LLC | 20.171.718 $ | +3.484.805 $ | +20,9 % | 16.686.913 $ | +1.023.403 $ | +6,5 % | 15.663.510 $ | +1.995.227 $ | +14,6 % | 13.668.283 $ | -4.374.942 $ | -24,2 % |
| Bulwark Capital Corp | 11.935.944 $ | -251.116 $ | -2,1 % | 12.187.060 $ | -7.959.558 $ | -39,5 % | 20.146.618 $ | +2.596.103 $ | +14,8 % | 17.550.515 $ | +380.062 $ | +2,2 % |
| FIDUCIARY TRUST CO | 20.097.781 $ | +1.962.466 $ | +10,8 % | 18.135.315 $ | -45.571 $ | -0,3 % | 18.180.886 $ | +211.887 $ | +1,2 % | 17.968.999 $ | +339.855 $ | +1,9 % |
| Wingate Wealth Advisors, Inc. | 20.094.379 $ | +4.106.340 $ | +25,7 % | 15.988.039 $ | +1.518.782 $ | +10,5 % | 14.469.257 $ | +3.929.706 $ | +37,3 % | 10.539.551 $ | +7.918.141 $ | +302,1 % |
| Capital Group Private Client Services, Inc. | 20.081.319 $ | +2.938.254 $ | +17,1 % | 17.143.065 $ | -328.352 $ | -1,9 % | 17.471.417 $ | -39.592 $ | -0,2 % | 17.511.009 $ | +904.135 $ | +5,4 % |
| PENNEY FINANCIAL, LLC | 20.070.076 $ | +12.957.848 $ | +182,2 % | 7.112.228 $ | +224.674 $ | +3,3 % | 6.887.554 $ | +823.952 $ | +13,6 % | 6.063.602 $ | +336.026 $ | +5,9 % |
| SimpliFi, Inc. | 20.062.722 $ | +144.863 $ | +0,7 % | 19.917.859 $ | +301.102 $ | +1,5 % | 19.616.757 $ | +17.959.060 $ | +1.083,4 % | 1.657.697 $ | +798.581 $ | +93,0 % |
| SYNOVUS FINANCIAL CORP | 20.051.772 $ | +1.193.467 $ | +6,3 % | |||||||||
| Asset Management Group, Inc. | 19.047.851 $ | +348.092 $ | +1,9 % | 18.699.759 $ | -496.677 $ | -2,6 % | 19.196.436 $ | -821.099 $ | -4,1 % | 20.017.535 $ | +317.494 $ | +1,6 % |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 17.432.036 $ | -2.365.121 $ | -11,9 % | 19.797.157 $ | -30.529 $ | -0,2 % | 19.827.686 $ | -174.584 $ | -0,9 % | 20.002.270 $ | +752.306 $ | +3,9 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 19.997.391 $ | +1.702.336 $ | +9,3 % | 18.295.055 $ | +2.458.127 $ | +15,5 % | 15.836.928 $ | +3.054.648 $ | +23,9 % | 12.782.280 $ | -18.017 $ | -0,1 % |
| Hilltop Partners LLC | 19.953.344 $ | +14.690.986 $ | +279,2 % | 5.262.358 $ | -34.640 $ | -0,7 % | 5.296.998 $ | +189.058 $ | +3,7 % | 5.107.940 $ | +276.959 $ | +5,7 % |
| Lansing Street Advisors | 19.159.240 $ | -749.940 $ | -3,8 % | 19.909.180 $ | +3.246.303 $ | +19,5 % | 16.662.877 $ | +716.914 $ | +4,5 % | 15.945.963 $ | +8.391.021 $ | +111,1 % |
| United Asset Strategies, Inc. | 18.862.194 $ | -800.671 $ | -4,1 % | 19.662.865 $ | -183.049 $ | -0,9 % | 19.845.914 $ | +871.624 $ | +4,6 % | 18.974.290 $ | +3.381.786 $ | +21,7 % |
| Onyx Bridge Wealth Group LLC | 19.821.238 $ | +503.882 $ | +2,6 % | 19.317.356 $ | +4.710.139 $ | +32,2 % | 14.607.217 $ | +5.684.889 $ | +63,7 % | 8.922.328 $ | +3.549.883 $ | +66,1 % |
| KICKSTAND VENTURES, LLC. | 19.761.926 $ | |||||||||||
| LBMC INVESTMENT ADVISORS, LLC | 19.725.492 $ | +3.423.539 $ | +21,0 % | 16.301.953 $ | +1.022.688 $ | +6,7 % | 15.279.265 $ | +278.326 $ | +1,9 % | 15.000.939 $ | +532.307 $ | +3,7 % |
| Diversified Enterprises, LLC | 10.966.834 $ | +1.899.209 $ | +20,9 % | 9.067.625 $ | -10.610.946 $ | -53,9 % | 19.678.571 $ | +2.487.211 $ | +14,5 % | 17.191.360 $ | +2.420.171 $ | +16,4 % |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 19.647.087 $ | +1.890.269 $ | +10,6 % | 17.756.818 $ | +605.136 $ | +3,5 % | 17.151.682 $ | +2.452.883 $ | +16,7 % | 14.698.799 $ | +4.917.998 $ | +50,3 % |
| Conrad Siegel Investment Advisors, Inc. | 13.732.145 $ | -5.369.357 $ | -28,1 % | 19.101.502 $ | -525.790 $ | -2,7 % | 19.627.292 $ | +3.936.107 $ | +25,1 % | 15.691.185 $ | +538.941 $ | +3,6 % |
| Mach-1 Financial Group, LLC | 771.784 $ | +87.672 $ | +12,8 % | 684.112 $ | -288.416 $ | -29,7 % | 972.528 $ | -18.609.168 $ | -95,0 % | 19.581.696 $ | +18.491.010 $ | +1.695,4 % |
| Sovereign Financial Group, Inc. | 19.581.246 $ | +1.097.169 $ | +5,9 % | 18.484.077 $ | +1.712.856 $ | +10,2 % | 16.771.221 $ | +105.411 $ | +0,6 % | 16.665.810 $ | +791.062 $ | +5,0 % |
| Caprock Group, LLC | 19.568.026 $ | +3.600.674 $ | +22,6 % | 15.967.352 $ | -1.192.844 $ | -7,0 % | 17.160.196 $ | +944.871 $ | +5,8 % | 16.215.325 $ | ||
| CVS HEALTH Corp | 19.455.900 $ | -83.250 $ | -0,4 % | 19.539.150 $ | ||||||||
| CARDIFF PARK ADVISORS, LLC | 19.364.474 $ | -101.217 $ | -0,5 % | 19.465.691 $ | +1.730.827 $ | +9,8 % | 17.734.864 $ | +6.337 $ | +0,0 % | 17.728.527 $ | +1.605.084 $ | +10,0 % |
| SCRATCH CAPITAL LLC | 19.445.436 $ | +5.376 $ | +0,0 % | 19.440.060 $ | +2.098.145 $ | +12,1 % | 17.341.915 $ | +453.450 $ | +2,7 % | 16.888.465 $ | +432.326 $ | +2,6 % |
| Keystone Financial Services, LLC | 19.430.012 $ | +3.019.712 $ | +18,4 % | 16.410.300 $ | -1.178.845 $ | -6,7 % | 17.589.145 $ | +222.799 $ | +1,3 % | 17.366.346 $ | +1.531.577 $ | +9,7 % |
| MEITAV INVESTMENT HOUSE LTD | 19.417.798 $ | +9.255.568 $ | +91,1 % | 10.162.230 $ | +1.641.188 $ | +19,3 % | 8.521.042 $ | +1.367.140 $ | +19,1 % | 7.153.902 $ | +1.327.238 $ | +22,8 % |
| Fortress Financial Solutions, LLC | 19.363.401 $ | +946.200 $ | +5,1 % | 18.417.201 $ | +1.295.468 $ | +7,6 % | 17.121.733 $ | +2.781.899 $ | +19,4 % | |||
| Bull Street Advisors, LLC | 17.891.000 $ | -1.032.000 $ | -5,5 % | 18.923.000 $ | -396.000 $ | -2,0 % | 19.319.000 $ | +163.000 $ | +0,9 % | 19.156.000 $ | -70.000 $ | -0,4 % |
| Robinson Value Management, Ltd. | 8.992.745 $ | -3.533.738 $ | -28,2 % | 12.526.483 $ | +8.320.725 $ | +197,8 % | 4.205.758 $ | -15.100.534 $ | -78,2 % | 19.306.292 $ | +19.306.212 $ | +24.132.765,0 % |
| Apollon Financial, LLC | 19.300.412 $ | +3.171.846 $ | +19,7 % | 16.128.566 $ | -991.834 $ | -5,8 % | 17.120.400 $ | +1.489.791 $ | +9,5 % | 15.630.609 $ | +1.739.496 $ | +12,5 % |
| Cascades Capital Asset Management, LLC | 19.275.953 $ | +1.993.277 $ | +11,5 % | 17.282.676 $ | +2.868.619 $ | +19,9 % | 14.414.057 $ | +176.700 $ | +1,2 % | 14.237.357 $ | +1.115.590 $ | +8,5 % |
| Capital Analysts, LLC | 19.249.000 $ | +4.060.000 $ | +26,7 % | 15.189.000 $ | +1.450.000 $ | +10,6 % | 13.739.000 $ | +1.898.000 $ | +16,0 % | 11.841.000 $ | +7.406.000 $ | +167,0 % |
| First Bank & Trust | 19.232.741 $ | +1.928.249 $ | +11,1 % | 17.304.492 $ | +263.611 $ | +1,5 % | 17.040.881 $ | +445.392 $ | +2,7 % | 16.595.489 $ | +1.249.171 $ | +8,1 % |
| Financial Freedom, LLC | 19.203.367 $ | +636.493 $ | +3,4 % | 18.566.874 $ | +484.092 $ | +2,7 % | 18.082.782 $ | +618.790 $ | +3,5 % | 17.463.992 $ | -204.742 $ | -1,2 % |
| Lifeworks Advisors, LLC | 19.191.102 $ | +2.754.354 $ | +16,8 % | 16.436.748 $ | -291.320 $ | -1,7 % | 16.728.068 $ | -38.164 $ | -0,2 % | 16.766.232 $ | +94.361 $ | +0,6 % |
| OMNI 360 Wealth, Inc. | 19.169.659 $ | +1.161.553 $ | +6,5 % | 18.008.106 $ | +211.225 $ | +1,2 % | 17.796.881 $ | +1.303.016 $ | +7,9 % | 16.493.865 $ | +1.240.544 $ | +8,1 % |
| Compass Planning Associates Inc | 19.166.768 $ | +1.563.468 $ | +8,9 % | 17.603.300 $ | +3.706.445 $ | +26,7 % | 13.896.855 $ | +9.469.947 $ | +213,9 % | 4.426.908 $ | +2.974.257 $ | +204,7 % |
| NOVEM GROUP | 8.221.584 $ | -10.882.998 $ | -57,0 % | 19.104.582 $ | +11.393.770 $ | +147,8 % | 7.710.812 $ | +381.061 $ | +5,2 % | 7.329.751 $ | +625.925 $ | +9,3 % |
| Prospect Financial Services LLC | 19.025.784 $ | +3.086.944 $ | +19,4 % | 15.938.840 $ | -688.563 $ | -4,1 % | 16.627.403 $ | +655.200 $ | +4,1 % | 15.972.203 $ | +680.776 $ | +4,5 % |
| Marex Group Ltd | 844.482 $ | +440.936 $ | +109,3 % | 403.546 $ | +14.741 $ | +3,8 % | 388.805 $ | -18.612.841 $ | -98,0 % | 19.001.646 $ | ||
| ELEMENT POINTE ADVISORS, LLC | 18.983.342 $ | +1.586.059 $ | +9,1 % | 17.397.283 $ | +3.770.146 $ | +27,7 % | 13.627.137 $ | +2.455.862 $ | +22,0 % | 11.171.275 $ | +1.049.932 $ | +10,4 % |
| Venture Visionary Partners LLC | 18.898.670 $ | +17.103.266 $ | +952,6 % | 1.795.404 $ | -73.697 $ | -3,9 % | 1.869.101 $ | -5.090 $ | -0,3 % | 1.874.191 $ | +113.699 $ | +6,5 % |
| COHEN & STEERS, INC. | 18.838.000 $ | +10.963.000 $ | +139,2 % | |||||||||
| Quantum Financial Advisors, LLC | 18.798.615 $ | +615.772 $ | +3,4 % | 18.182.843 $ | +299.787 $ | +1,7 % | 17.883.056 $ | +362.468 $ | +2,1 % | 17.520.588 $ | +892.174 $ | +5,4 % |
| PETERSON WEALTH MANAGEMENT | 18.787.899 $ | +3.516.302 $ | +23,0 % | 15.271.597 $ | ||||||||
| Buska Wealth Management, LLC | 18.776.983 $ | +2.271.689 $ | +13,8 % | 16.505.294 $ | +1.265.245 $ | +8,3 % | 15.240.049 $ | -922.478 $ | -5,7 % | 16.162.527 $ | -1.955.628 $ | -10,8 % |
| EHRLICH FINANCIAL GROUP | 18.762.687 $ | +3.918.378 $ | +26,4 % | 14.844.309 $ | +14.530.158 $ | +4.625,2 % | 314.151 $ | +56.312 $ | +21,8 % | 257.839 $ | ||
| Horizon Investment Services, LLC | 16.559.411 $ | -963.474 $ | -5,5 % | 17.522.885 $ | -1.239.181 $ | -6,6 % | 18.762.066 $ | +1.750.202 $ | +10,3 % | 17.011.864 $ | +3.818.599 $ | +28,9 % |
| Hexagon Capital Partners LLC | 18.760.584 $ | +366.491 $ | +2,0 % | 18.394.093 $ | +1.884.453 $ | +11,4 % | 16.509.640 $ | +1.215.818 $ | +7,9 % | 15.293.822 $ | +792.566 $ | +5,5 % |
| Prosperity Consulting Group, LLC | 17.314.251 $ | +2.153.089 $ | +14,2 % | 15.161.162 $ | -1.532.033 $ | -9,2 % | 16.693.195 $ | -2.045.473 $ | -10,9 % | 18.738.668 $ | +6.337.795 $ | +51,1 % |
| Advisor OS, LLC | 18.684.629 $ | +3.965.202 $ | +26,9 % | 14.719.427 $ | +1.343.079 $ | +10,0 % | 13.376.348 $ | +10.970.491 $ | +456,0 % | 2.405.857 $ | -74.711 $ | -3,0 % |
| Whitegate Investment Counselors, Inc. | 18.645.633 $ | +267.639 $ | +1,5 % | 18.377.994 $ | -63.504 $ | -0,3 % | 18.441.498 $ | +546.407 $ | +3,1 % | 17.895.091 $ | -237.786 $ | -1,3 % |
| Aspirean Wealth, LLC | 18.542.547 $ | +1.877.779 $ | +11,3 % | 16.664.768 $ | +357.875 $ | +2,2 % | 16.306.893 $ | |||||
| Consolidated Portfolio Review Corp | 18.507.419 $ | +433.036 $ | +2,4 % | |||||||||
| Private Advisory Group LLC | 18.501.454 $ | +15.457.565 $ | +507,8 % | 3.043.889 $ | ||||||||
| Asset Management One Co., Ltd. | 18.480.524 $ | +1.170.314 $ | +6,8 % | 17.310.210 $ | +841.073 $ | +5,1 % | 16.469.137 $ | +588.749 $ | +3,7 % | 15.880.388 $ | +15.784.569 $ | +16.473,3 % |
| Silver Oak Advisory Group, Inc. | 18.479.000 $ | +1.704.000 $ | +10,2 % | 16.775.000 $ | +433.000 $ | +2,6 % | 16.342.000 $ | +502.000 $ | +3,2 % | 15.840.000 $ | +1.000.000 $ | +6,7 % |
| Visionary Wealth Advisors | 18.460.935 $ | +3.123.265 $ | +20,4 % | 15.337.670 $ | +2.663.692 $ | +21,0 % | 12.673.978 $ | +4.306.285 $ | +51,5 % | 8.367.693 $ | +1.206.399 $ | +16,8 % |
| PARSONS CAPITAL MANAGEMENT INC/RI | 18.421.711 $ | +2.234.056 $ | +13,8 % | 16.187.655 $ | +1.440.583 $ | +9,8 % | 14.747.072 $ | +3.883.827 $ | +35,8 % | 10.863.245 $ | +3.166.458 $ | +41,1 % |
| Ashton Thomas Private Wealth, LLC | 17.692.800 $ | -716.743 $ | -3,9 % | 18.409.543 $ | +6.040.682 $ | +48,8 % | 12.368.861 $ | +663.665 $ | +5,7 % | 11.705.196 $ | +1.497.844 $ | +14,7 % |
| INTEGRITY ALLIANCE, LLC. | 9.997.150 $ | +1.870.728 $ | +23,0 % | 8.126.422 $ | -10.282.733 $ | -55,9 % | 18.409.155 $ | +5.757.799 $ | +45,5 % | 12.651.356 $ | +4.844.564 $ | +62,1 % |
| Financial Futures Ltd Liability Co. | 18.360.124 $ | +1.009.844 $ | +5,8 % | 17.350.280 $ | +949.792 $ | +5,8 % | 16.400.488 $ | +757.985 $ | +4,8 % | 15.642.503 $ | +585.166 $ | +3,9 % |
| 55 North Private Wealth, LLC | 18.323.483 $ | +1.502.754 $ | +8,9 % | 16.820.729 $ | +1.576.999 $ | +10,3 % | 15.243.730 $ | |||||
| Oakwell Private Wealth Management, LLC | 18.306.821 $ | +201.977 $ | +1,1 % | 18.104.844 $ | +564.202 $ | +3,2 % | 17.540.642 $ | +1.341.803 $ | +8,3 % | 16.198.839 $ | -6.296.489 $ | -28,0 % |
| Mason & Associates Inc | 18.300.130 $ | +126.382 $ | +0,7 % | 18.173.748 $ | +360.007 $ | +2,0 % | 17.813.741 $ | +1.250.584 $ | +7,6 % | 16.563.157 $ | +1.617.867 $ | +10,8 % |
| Applied Capital LLC | 18.260.178 $ | +1.692.967 $ | +10,2 % | 16.567.211 $ | +2.275.948 $ | +15,9 % | 14.291.263 $ | +643.059 $ | +4,7 % | 13.648.204 $ | +458.253 $ | +3,5 % |
| Clarity Capital Advisors, LLC | 18.259.431 $ | +719.098 $ | +4,1 % | 17.540.333 $ | +2.279.486 $ | +14,9 % | 15.260.847 $ | +950.462 $ | +6,6 % | 14.310.385 $ | +917.796 $ | +6,9 % |
| Two West Capital Advisors LLC | 18.129.284 $ | +766.664 $ | +4,4 % | 17.362.620 $ | +162.783 $ | +0,9 % | 17.199.837 $ | +649.663 $ | +3,9 % | 16.550.174 $ | +1.238.794 $ | +8,1 % |
| MARSHALL WACE, LLP | 18.062.494 $ | +17.579.377 $ | +3.638,7 % | 483.117 $ | +160.621 $ | +49,8 % | 322.496 $ | -34.807.208 $ | -99,1 % | |||
| HORIZON FINANCIAL SERVICES, LLC | 17.801.028 $ | -200.464 $ | -1,1 % | 18.001.492 $ | +686.757 $ | +4,0 % | 17.314.735 $ | +405.947 $ | +2,4 % | 16.908.788 $ | -92.862 $ | -0,5 % |
| TL Private Wealth | 17.992.723 $ | +1.004.080 $ | +5,9 % | 16.988.643 $ | +26.735 $ | +0,2 % | 16.961.908 $ | +347.727 $ | +2,1 % | 16.614.181 $ | +2.282.368 $ | +15,9 % |
| CFS Investment Advisory Services, LLC | 17.942.245 $ | +4.515.454 $ | +33,6 % | 13.426.791 $ | +6.803.798 $ | +102,7 % | 6.622.993 $ | +2.024.128 $ | +44,0 % | 4.598.865 $ | +1.149.865 $ | +33,3 % |
| Mendota Financial Group, LLC | 17.937.694 $ | +4.981.385 $ | +38,4 % | 12.956.309 $ | +1.437.228 $ | +12,5 % | 11.519.081 $ | +1.820.777 $ | +18,8 % | 9.698.304 $ | +1.978.007 $ | +25,6 % |
| Bryant Woods Investment Advisors, LLC | 17.931.180 $ | +3.050.973 $ | +20,5 % | 14.880.207 $ | +587.793 $ | +4,1 % | 14.292.414 $ | -151.777 $ | -1,1 % | 14.444.191 $ | +1.300.018 $ | +9,9 % |
| RIVERSEDGE ADVISORS, LLC | 17.873.704 $ | +2.582.848 $ | +16,9 % | 15.290.856 $ | +20.049 $ | +0,1 % | 15.270.807 $ | -98.960 $ | -0,6 % | 15.369.767 $ | +1.622.649 $ | +11,8 % |
| ARK & TLK INVESTMENTS, LLC | 17.852.791 $ | +627.944 $ | +3,6 % | 17.224.847 $ | +854.000 $ | +5,2 % | 16.370.847 $ | +2.022.886 $ | +14,1 % | 14.347.961 $ | -242.134 $ | -1,7 % |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 17.849.216 $ | +2.365.773 $ | +15,3 % | 15.483.443 $ | -865.736 $ | -5,3 % | 16.349.179 $ | -375.715 $ | -2,2 % | 16.724.894 $ | +1.586.595 $ | +10,5 % |
| FineMark National Bank & Trust | 17.845.429 $ | +5.400.303 $ | +43,4 % | 12.445.126 $ | +3.914.350 $ | +45,9 % | ||||||
| LANARK FINANCIAL, INC. | 17.799.519 $ | +2.191.612 $ | +14,0 % | 15.607.907 $ | -772.454 $ | -4,7 % | 16.380.361 $ | +3.825.361 $ | +30,5 % | |||
| Cadent Capital Advisors, LLC | 17.776.355 $ | +3.470.772 $ | +24,3 % | 14.305.583 $ | +155.657 $ | +1,1 % | 14.149.926 $ | +808.049 $ | +6,1 % | 13.341.877 $ | +4.812.538 $ | +56,4 % |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 17.761.021 $ | +5.501 $ | +0,0 % | 17.755.520 $ | +8.339 $ | +0,0 % | 17.747.181 $ | +844.237 $ | +5,0 % | 16.902.944 $ | +512.552 $ | +3,1 % |
| Royal Fund Management, LLC | 17.751.756 $ | +1.118.431 $ | +6,7 % | 16.633.325 $ | +611.509 $ | +3,8 % | 16.021.816 $ | +5.203.345 $ | +48,1 % | 10.818.471 $ | -3.570.509 $ | -24,8 % |
| eCIO, Inc. | 17.713.263 $ | +1.507.929 $ | +9,3 % | 16.205.334 $ | +2.533.578 $ | +18,5 % | 13.671.756 $ | +12.237.513 $ | +853,2 % | |||
| Jupiter Topco LLC | 17.700.990 $ | |||||||||||
| Chandler Asset Management, Inc. | 17.376.774 $ | +74.580 $ | +0,4 % | 17.302.194 $ | -388.985 $ | -2,2 % | 17.691.179 $ | +525.377 $ | +3,1 % | 17.165.802 $ | -218.147 $ | -1,3 % |
| Keel Point, LLC | 17.680.337 $ | +2.706.569 $ | +18,1 % | 14.973.768 $ | -636.791 $ | -4,1 % | 15.610.559 $ | +673.816 $ | +4,5 % | 14.936.743 $ | +1.201.905 $ | +8,8 % |
| Aurdan Capital Management, LLC | 17.578.878 $ | +877.674 $ | +5,3 % | 16.701.204 $ | +1.010.379 $ | +6,4 % | 15.690.825 $ | +1.933.750 $ | +14,1 % | 13.757.075 $ | +3.014.362 $ | +28,1 % |
| Mustard Seed Financial, LLC | 17.557.374 $ | +1.436.909 $ | +8,9 % | 16.120.465 $ | +626.611 $ | +4,0 % | 15.493.854 $ | +1.754.856 $ | +12,8 % | 13.738.998 $ | +3.054.918 $ | +28,6 % |
| GREENWOOD CAPITAL ASSOCIATES LLC | 17.553.312 $ | +170.489 $ | +1,0 % | 17.382.823 $ | -26.101 $ | -0,1 % | 17.408.924 $ | +3.022.717 $ | +21,0 % | 14.386.207 $ | -19.673 $ | -0,1 % |
| Lauer Wealth, LLC | 17.486.073 $ | +2.414.263 $ | +16,0 % | 15.071.810 $ | +2.650.795 $ | +21,3 % | 12.421.015 $ | -330.694 $ | -2,6 % | 12.751.709 $ | +140.972 $ | +1,1 % |
| Glass Jacobson Investment Advisors llc | 17.478.218 $ | +1.190.369 $ | +7,3 % | 16.287.849 $ | +313.917 $ | +2,0 % | 15.973.932 $ | -413.365 $ | -2,5 % | 16.387.297 $ | +687.346 $ | +4,4 % |
| Main Street Financial Solutions, LLC | 16.155.667 $ | +7.949.878 $ | +96,9 % | 8.205.789 $ | -4.320.711 $ | -34,5 % | 12.526.500 $ | -4.923.419 $ | -28,2 % | 17.449.919 $ | +196.782 $ | +1,1 % |
| VICTORY FINANCIAL GROUP, LLC | 7.276.944 $ | -9.271.229 $ | -56,0 % | 16.548.173 $ | -818.021 $ | -4,7 % | 17.366.194 $ | +2.178.665 $ | +14,3 % | 15.187.529 $ | +16.004 $ | +0,1 % |
| Cannon Financial Strategists, Inc. | 17.333.505 $ | +1.853.912 $ | +12,0 % | 15.479.593 $ | +509.633 $ | +3,4 % | 14.969.960 $ | +129.292 $ | +0,9 % | 14.840.668 $ | +902.230 $ | +6,5 % |
| VERUS WEALTH MANAGEMENT, LLC | 17.304.232 $ | +739.925 $ | +4,5 % | 16.564.307 $ | +677.118 $ | +4,3 % | 15.887.189 $ | +554.939 $ | +3,6 % | 15.332.250 $ | +560.642 $ | +3,8 % |
| Fusion Capital, LLC | 17.272.385 $ | +3.226.252 $ | +23,0 % | 14.046.133 $ | +1.472.221 $ | +11,7 % | 12.573.912 $ | +689.598 $ | +5,8 % | 11.884.314 $ | +2.065.290 $ | +21,0 % |
| Alhambra Investment Management LLC | 17.238.972 $ | +3.303.498 $ | +23,7 % | 13.935.474 $ | +1.027.455 $ | +8,0 % | 12.908.019 $ | +1.143.996 $ | +9,7 % | 11.764.023 $ | +1.120.011 $ | +10,5 % |
| HM PAYSON & CO | 16.971.297 $ | -254.982 $ | -1,5 % | 17.226.279 $ | +398.901 $ | +2,4 % | 16.827.378 $ | +322.077 $ | +2,0 % | 16.505.301 $ | +937.148 $ | +6,0 % |
| Legacy Financial Group LLC | 17.159.214 $ | +1.950.922 $ | +12,8 % | 15.208.292 $ | +54.233 $ | +0,4 % | 15.154.059 $ | |||||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 17.131.735 $ | +2.970.338 $ | +21,0 % | 14.161.397 $ | +423.142 $ | +3,1 % | 13.738.255 $ | +337.798 $ | +2,5 % | 13.400.457 $ | +1.299.641 $ | +10,7 % |
| NICOLET ADVISORY SERVICES, LLC | 17.126.352 $ | +36.782 $ | +0,2 % | 17.089.570 $ | +559.822 $ | +3,4 % | ||||||
| Twele Capital Management, Inc. | 17.105.798 $ | +1.301.231 $ | +8,2 % | 15.804.567 $ | +289.353 $ | +1,9 % | 15.515.214 $ | +640.338 $ | +4,3 % | 14.874.876 $ | +1.000.199 $ | +7,2 % |
| National Philanthropic Trust | 17.070.995 $ | +8.902.222 $ | +109,0 % | 8.168.773 $ | -2.124.240 $ | -20,6 % | 10.293.013 $ | +3.261.679 $ | +46,4 % | 7.031.334 $ | +2.973.410 $ | +73,3 % |
| StoneX Group Inc. | 17.057.479 $ | +1.886.306 $ | +12,4 % | 15.171.173 $ | +1.760.431 $ | +13,1 % | 13.410.742 $ | -1.160.377 $ | -8,0 % | 14.571.119 $ | +435.051 $ | +3,1 % |
| WEDBUSH SECURITIES INC | 16.988.000 $ | +1.680.000 $ | +11,0 % | 15.308.000 $ | +151.000 $ | +1,0 % | 15.157.000 $ | +443.000 $ | +3,0 % | 14.714.000 $ | +357.000 $ | +2,5 % |
| CENTRAL VALLEY ADVISORS, LLC | 16.973.274 $ | +2.729.657 $ | +19,2 % | 14.243.617 $ | +483.866 $ | +3,5 % | 13.759.751 $ | +394.251 $ | +2,9 % | 13.365.500 $ | +1.472.097 $ | +12,4 % |
| Stonebridge Financial Planning Group, LLC | 16.968.459 $ | +1.835.674 $ | +12,1 % | 15.132.785 $ | +3.279.858 $ | +27,7 % | 11.852.927 $ | +1.329.420 $ | +12,6 % | 10.523.507 $ | +2.569.430 $ | +32,3 % |
| SIGMA INVESTMENT COUNSELORS INC | 13.821.340 $ | -1.117.280 $ | -7,5 % | 14.938.620 $ | -1.962.603 $ | -11,6 % | 16.901.223 $ | +140.358 $ | +0,8 % | 16.760.865 $ | -211.431 $ | -1,2 % |
| MONOGRAPH WEALTH ADVISORS, LLC | 16.880.183 $ | +6.332.660 $ | +60,0 % | 10.547.523 $ | +3.209.682 $ | +43,7 % | 7.337.841 $ | +4.043.065 $ | +122,7 % | 3.294.776 $ | +2.519.540 $ | +325,0 % |
| Winthrop Advisory Group LLC | 16.863.757 $ | +5.434.450 $ | +47,5 % | 11.429.307 $ | +2.893.520 $ | +33,9 % | 8.535.787 $ | +6.794.228 $ | +390,1 % | 1.741.559 $ | +1.526.879 $ | +711,2 % |
| Elevation Capital Advisory, LLC | 16.856.174 $ | +7.290.031 $ | +76,2 % | 9.566.143 $ | -4.126.574 $ | -30,1 % | 13.692.717 $ | -3.135.450 $ | -18,6 % | 16.828.167 $ | +7.470.421 $ | +79,8 % |
| Wood Tarver Financial Group, LLC | 3.850.000 $ | -156.000 $ | -3,9 % | 4.006.000 $ | -152.000 $ | -3,7 % | 4.158.000 $ | -12.662.000 $ | -75,3 % | 16.820.000 $ | +287.000 $ | +1,7 % |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 16.797.901 $ | +5.480.485 $ | +48,4 % | 11.317.416 $ | +1.041.144 $ | +10,1 % | 10.276.272 $ | +2.058.861 $ | +25,1 % | 8.217.411 $ | +2.798.590 $ | +51,6 % |
| Sound Income Strategies, LLC | 16.778.033 $ | +3.727.924 $ | +28,6 % | 13.050.109 $ | +1.235.770 $ | +10,5 % | 11.814.339 $ | +4.831.181 $ | +69,2 % | 6.983.158 $ | +3.613.641 $ | +107,2 % |
| Indivisible Partners | 16.726.187 $ | +4.924.665 $ | +41,7 % | 11.801.522 $ | +2.026.557 $ | +20,7 % | 9.774.965 $ | |||||
| Barry Investment Advisors, LLC | 16.711.760 $ | +3.135.489 $ | +23,1 % | 13.576.271 $ | +1.473.171 $ | +12,2 % | 12.103.100 $ | +1.181.529 $ | +10,8 % | 10.921.571 $ | +3.652.184 $ | +50,2 % |
| Archford Capital Strategies, LLC | 16.695.222 $ | +319.478 $ | +2,0 % | 16.375.744 $ | +7.864.618 $ | +92,4 % | 8.511.126 $ | -2.073.376 $ | -19,6 % | 10.584.502 $ | -742.785 $ | -6,6 % |
| CENTRAL TRUST Co | 16.673.236 $ | +1.122.097 $ | +7,2 % | 15.551.139 $ | +1.228.087 $ | +8,6 % | 14.323.052 $ | -278.048 $ | -1,9 % | 14.601.100 $ | +653.606 $ | +4,7 % |
| Forefront Wealth Partners, LLC | 303.898 $ | +13.641 $ | +4,7 % | 290.257 $ | +80.656 $ | +38,5 % | 209.601 $ | -16.418.004 $ | -98,7 % | 16.627.605 $ | +12.306.083 $ | +284,8 % |
| Beacon Capital Management, LLC | 14.730.343 $ | +31.523 $ | +0,2 % | 14.698.820 $ | -1.900.594 $ | -11,4 % | 16.599.414 $ | +192.166 $ | +1,2 % | 16.407.248 $ | -3.407.553 $ | -17,2 % |
| METROPOLITAN LIFE INSURANCE CO/NY | 14.482.328 $ | -65.537 $ | -0,5 % | 14.547.865 $ | -2.040.684 $ | -12,3 % | 16.588.549 $ | -3.746.472 $ | -18,4 % | |||
| Guild Investment Management, Inc. | 8.303.270 $ | -8.274.636 $ | -49,9 % | 16.577.906 $ | +8.439.016 $ | +103,7 % | 8.138.890 $ | +5.435.501 $ | +201,1 % | 2.703.389 $ | +1.028.393 $ | +61,4 % |
| VICUS CAPITAL | 16.576.280 $ | +1.879.636 $ | +12,8 % | 14.696.644 $ | +4.486.185 $ | +43,9 % | 10.210.459 $ | +1.065.484 $ | +11,7 % | 9.144.975 $ | +1.223.643 $ | +15,4 % |
| Prime Capital Investment Advisors, LLC | 16.533.104 $ | +1.484.972 $ | +9,9 % | 15.048.132 $ | +55.120 $ | +0,4 % | 14.993.012 $ | +351.788 $ | +2,4 % | 14.641.224 $ | +1.131.570 $ | +8,4 % |
| Brindle & Bay Financial Advisors, LLC | 16.507.464 $ | +5.306.118 $ | +47,4 % | 11.201.346 $ | -1.296.579 $ | -10,4 % | 12.497.925 $ | |||||
| Pasadena Private Wealth, LLC | 16.480.988 $ | +1.859.075 $ | +12,7 % | 14.621.913 $ | +13.075.340 $ | +845,4 % | 1.546.573 $ | +28.135 $ | +1,9 % | 1.518.438 $ | +336.850 $ | +28,5 % |
| Cypress Capital, LLC | 15.949.269 $ | -253.354 $ | -1,6 % | 16.202.623 $ | +376.954 $ | +2,4 % | 15.825.669 $ | -627.679 $ | -3,8 % | 16.453.348 $ | -380.703 $ | -2,3 % |
| Minot DeBlois Advisors LLC | 14.908.355 $ | -687.653 $ | -4,4 % | 15.596.008 $ | -800.839 $ | -4,9 % | 16.396.847 $ | +846.037 $ | +5,4 % | 15.550.810 $ | +414.970 $ | +2,7 % |
| CAPITAL INSIGHT PARTNERS, LLC | 16.380.074 $ | +7.304 $ | +0,0 % | 16.372.770 $ | -268.648 $ | -1,6 % | ||||||
| Cornerstone Wealth Management, LLC | 16.370.568 $ | +1.561.090 $ | +10,5 % | 14.809.478 $ | +358.595 $ | +2,5 % | 14.450.883 $ | -700.224 $ | -4,6 % | 15.151.107 $ | +1.074.000 $ | +7,6 % |
| Telos Capital Management, Inc. | 16.315.219 $ | +1.065.606 $ | +7,0 % | 15.249.613 $ | +236.247 $ | +1,6 % | 15.013.366 $ | +552.890 $ | +3,8 % | 14.460.476 $ | +221.130 $ | +1,6 % |
| MJP ASSOCIATES INC /ADV | 16.312.479 $ | +2.638.834 $ | +19,3 % | 13.673.645 $ | +1.522.786 $ | +12,5 % | 12.150.859 $ | +10.777.657 $ | +784,9 % | 1.373.202 $ | +108.526 $ | +8,6 % |
| 1 NORTH WEALTH SERVICES LLC | 16.275.240 $ | +808.010 $ | +5,2 % | 15.467.230 $ | -560.395 $ | -3,5 % | 16.027.625 $ | -198.643 $ | -1,2 % | 16.226.268 $ | -13.302 $ | -0,1 % |
| Forbes Financial Planning, Inc. | 16.024.485 $ | -216.471 $ | -1,3 % | 16.240.956 $ | +720.355 $ | +4,6 % | 15.520.601 $ | +2.058.133 $ | +15,3 % | 13.462.468 $ | +274.505 $ | +2,1 % |
| Drucker Wealth 3.0, LLC | 16.227.830 $ | +1.069.832 $ | +7,1 % | 15.157.998 $ | +209.991 $ | +1,4 % | 14.948.007 $ | -311.525 $ | -2,0 % | 15.259.532 $ | +3.436.953 $ | +29,1 % |
| Fort Vancouver Investment Management, LLC | 14.864.988 $ | +183.452 $ | +1,2 % | 14.681.536 $ | -1.542.995 $ | -9,5 % | 16.224.531 $ | +281.028 $ | +1,8 % | 15.943.503 $ | +1.062.108 $ | +7,1 % |
| Integrity Investment Advisors, LLC | 16.192.079 $ | +1.805.387 $ | +12,5 % | 14.386.692 $ | +2.776.200 $ | +23,9 % | 11.610.492 $ | +3.340.584 $ | +40,4 % | 8.269.908 $ | +1.621.619 $ | +24,4 % |
| TUDOR INVESTMENT CORP ET AL | 16.166.617 $ | +7.108.286 $ | +78,5 % | 9.058.331 $ | +3.504.867 $ | +63,1 % | 5.553.464 $ | -998.317 $ | -15,2 % | 6.551.781 $ | -16.739.960 $ | -71,9 % |
| Accurate Wealth Management, LLC | 16.061.719 $ | +2.608.496 $ | +19,4 % | 13.453.223 $ | -262.683 $ | -1,9 % | 13.715.906 $ | +1.167.236 $ | +9,3 % | 12.548.670 $ | +1.700.811 $ | +15,7 % |
| Tandem Investment Partners LLC | 16.047.778 $ | +1.045.673 $ | +7,0 % | 15.002.105 $ | +1.188.321 $ | +8,6 % | 13.813.784 $ | +1.230.357 $ | +9,8 % | 12.583.427 $ | +931.934 $ | +8,0 % |
| Breakwater Investment Management | 14.994.457 $ | -688.728 $ | -4,4 % | 15.683.185 $ | -360.770 $ | -2,2 % | 16.043.955 $ | +410.799 $ | +2,6 % | 15.633.156 $ | -67.600 $ | -0,4 % |
| Wealthcare Advisory Partners LLC | 16.028.734 $ | +1.153.774 $ | +7,8 % | 14.874.960 $ | -350.035 $ | -2,3 % | 15.224.995 $ | -330.218 $ | -2,1 % | 15.555.213 $ | +526.335 $ | +3,5 % |
| U.S. Capital Wealth Advisors, LLC | 16.003.789 $ | +632.411 $ | +4,1 % | 15.371.378 $ | +3.319.888 $ | +27,5 % | 12.051.490 $ | +2.287.304 $ | +23,4 % | |||
| Cloud Capital Management, LLC | 16.003.000 $ | +1.182.000 $ | +8,0 % | 14.821.000 $ | +3.531.000 $ | +31,3 % | 11.290.000 $ | +41.000 $ | +0,4 % | 11.249.000 $ | +119.000 $ | +1,1 % |
| Stokes Family Office, LLC | 9.004.344 $ | -3.954.438 $ | -30,5 % | 12.958.782 $ | +52.953 $ | +0,4 % | 12.905.829 $ | -3.086.891 $ | -19,3 % | 15.992.720 $ | +8.673.243 $ | +118,5 % |
| Braun-Bostich & Associates Inc. | 15.982.087 $ | +932.818 $ | +6,2 % | 15.049.269 $ | +2.955.014 $ | +24,4 % | 12.094.255 $ | +246.759 $ | +2,1 % | 11.847.496 $ | +575.061 $ | +5,1 % |
| Investment Advisory Group, LLC | 15.950.242 $ | +2.690.731 $ | +20,3 % | 13.259.511 $ | +691.902 $ | +5,5 % | 12.567.609 $ | +618.333 $ | +5,2 % | 11.949.276 $ | +1.251.044 $ | +11,7 % |
| ATLAS CAPITAL ADVISORS INC. | 11.316.250 $ | -4.614.978 $ | -29,0 % | 15.931.228 $ | +1.193.225 $ | +8,1 % | 14.738.003 $ | +1.252.272 $ | +9,3 % | |||
| NavPoint Financial, Inc. | 15.888.011 $ | +2.194.216 $ | +16,0 % | 13.693.795 $ | +2.955.484 $ | +27,5 % | 10.738.311 $ | +4.964.862 $ | +86,0 % | 5.773.449 $ | +1.973.692 $ | +51,9 % |
| BEACON FINANCIAL GROUP | 649.022 $ | -17.259 $ | -2,6 % | 666.281 $ | -15.218.171 $ | -95,8 % | 15.884.452 $ | +1.753.345 $ | +12,4 % | 14.131.107 $ | +7.520.377 $ | +113,8 % |
| Westview Management dba Westview Investment Advisors | 15.016.019 $ | +1.035.997 $ | +7,4 % | 13.980.022 $ | -1.889.335 $ | -11,9 % | 15.869.357 $ | |||||
| Cordatus Wealth Management LLC | 15.849.824 $ | +806.941 $ | +5,4 % | 15.042.883 $ | +10.209.431 $ | +211,2 % | 4.833.452 $ | +749.605 $ | +18,4 % | 4.083.847 $ | +946.847 $ | +30,2 % |
| NWM ADVISORS, LLC | 15.849.598 $ | +3.145.216 $ | +24,8 % | 12.704.382 $ | +80.038 $ | +0,6 % | 12.624.344 $ | |||||
| ATMOS ADVISORY, LLC | 15.765.891 $ | +392.829 $ | +2,6 % | 15.373.062 $ | +1.417.923 $ | +10,2 % | 13.955.139 $ | +313.999 $ | +2,3 % | 13.641.140 $ | +328.488 $ | +2,5 % |
| FIRST HORIZON CORP | 15.764.911 $ | +2.343.945 $ | +17,5 % | 13.420.966 $ | +1.134.345 $ | +9,2 % | 12.286.621 $ | +4.135.043 $ | +50,7 % | 8.151.578 $ | ||
| HEADINVEST, LLC | 15.750.191 $ | +727.113 $ | +4,8 % | 15.023.078 $ | +127.628 $ | +0,9 % | 14.895.450 $ | +742.600 $ | +5,2 % | 14.152.850 $ | +525.946 $ | +3,9 % |
| STEPH & CO | 15.725.908 $ | +2.287.749 $ | +17,0 % | 13.438.159 $ | +509.290 $ | +3,9 % | 12.928.869 $ | +667.135 $ | +5,4 % | 12.261.734 $ | +1.260.270 $ | +11,5 % |
| Marshall & Sterling Wealth Advisors Inc. | 15.704.976 $ | +1.661.647 $ | +11,8 % | 14.043.329 $ | -344.928 $ | -2,4 % | 14.388.257 $ | +210.939 $ | +1,5 % | 14.177.318 $ | +757.000 $ | +5,6 % |
| Gibbs Wealth Management | 15.681.305 $ | +6.158.808 $ | +64,7 % | 9.522.497 $ | -661.703 $ | -6,5 % | 10.184.200 $ | -3.447.289 $ | -25,3 % | |||
| Towerpoint Wealth, LLC | 15.672.271 $ | +691.395 $ | +4,6 % | 14.980.876 $ | +62.241 $ | +0,4 % | 14.918.635 $ | -50.099 $ | -0,3 % | 14.968.734 $ | -2.567.859 $ | -14,6 % |
| Continuum Advisory, LLC | 15.617.940 $ | +2.598.728 $ | +20,0 % | 13.019.212 $ | -621.189 $ | -4,6 % | 13.640.401 $ | -226.660 $ | -1,6 % | 13.867.061 $ | +1.094.963 $ | +8,6 % |
| GRAND WEALTH MANAGEMENT, LLC | 15.613.177 $ | +1.838.286 $ | +13,3 % | 13.774.891 $ | +994.144 $ | +7,8 % | 12.780.747 $ | +2.584.154 $ | +25,3 % | 10.196.593 $ | +689.151 $ | +7,2 % |
| Fortune 45 LLC | 15.610.937 $ | +256.185 $ | +1,7 % | 15.354.752 $ | +6.419.506 $ | +71,8 % | 8.935.246 $ | +3.564.503 $ | +66,4 % | 5.370.743 $ | +567.385 $ | +11,8 % |
| Asio Capital, LLC | 15.584.163 $ | +3.248 $ | +0,0 % | 15.580.915 $ | +142.556 $ | +0,9 % | 15.438.359 $ | +644.915 $ | +4,4 % | 14.793.444 $ | +2.759.529 $ | +22,9 % |
| Newport Capital Group, LLC | 15.580.825 $ | +1.659.198 $ | +11,9 % | 13.921.627 $ | +810.431 $ | +6,2 % | 13.111.196 $ | +706.043 $ | +5,7 % | 12.405.153 $ | +534.272 $ | +4,5 % |
| Boyd Wealth Management, LLC | 15.545.482 $ | +15.287.839 $ | +5.933,7 % | 257.643 $ | +2.690 $ | +1,1 % | 254.953 $ | |||||
| Olde Wealth Management, LLC | 15.533.000 $ | +721.000 $ | +4,9 % | 14.812.000 $ | -5.000 $ | -0,0 % | 14.817.000 $ | +340.000 $ | +2,3 % | 14.477.000 $ | ||
| MOKAN Wealth Management Inc. | 15.525.707 $ | +954.267 $ | +6,5 % | 14.571.440 $ | +345.134 $ | +2,4 % | 14.226.306 $ | +1.344.253 $ | +10,4 % | 12.882.053 $ | +509.987 $ | +4,1 % |
| Auour Investments LLC | 15.496.800 $ | +969.041 $ | +6,7 % | 14.527.759 $ | -346.625 $ | -2,3 % | 14.874.384 $ | -78.713 $ | -0,5 % | 14.953.097 $ | +1.049.755 $ | +7,6 % |
| Hamilton Capital Partners Inc. | 14.822.295 $ | +1.487.540 $ | +11,2 % | 13.334.755 $ | -1.656.941 $ | -11,1 % | 14.991.696 $ | -468.558 $ | -3,0 % | 15.460.254 $ | -454.312 $ | -2,9 % |
| STERLING INVESTMENT MANAGEMENT, LLC | 14.975.268 $ | -455.789 $ | -3,0 % | 15.431.057 $ | +88.909 $ | +0,6 % | 15.342.148 $ | +131.804 $ | +0,9 % | 15.210.344 $ | +4.534.164 $ | +42,5 % |
| Belleair Asset Management, LLC | 15.396.463 $ | -31.788 $ | -0,2 % | 15.428.251 $ | +1.768.028 $ | +12,9 % | 13.660.223 $ | |||||
| Marble Harbor Investment Counsel, LLC | 15.424.055 $ | +2.588.069 $ | +20,2 % | 12.835.986 $ | +393.158 $ | +3,2 % | 12.442.828 $ | +234.922 $ | +1,9 % | 12.207.906 $ | +1.287.094 $ | +11,8 % |
| Kastel Capital Advisors, LLC | 15.405.875 $ | +774.484 $ | +5,3 % | 14.631.391 $ | +0 $ | +0,0 % | 14.631.391 $ | |||||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 15.366.200 $ | +4.004.008 $ | +35,2 % | 11.362.192 $ | +2.081.539 $ | +22,4 % | 9.280.653 $ | -3.701.076 $ | -28,5 % | 12.981.729 $ | +10.544.159 $ | +432,6 % |
| GOLDEN ROAD ADVISORS LLC | 15.351.648 $ | +2.050.323 $ | +15,4 % | 13.301.325 $ | -576.151 $ | -4,2 % | 13.877.476 $ | +578.587 $ | +4,4 % | 13.298.889 $ | +809.774 $ | +6,5 % |
| Twelve Points Wealth Management LLC | 15.301.238 $ | +1.857.467 $ | +13,8 % | 13.443.771 $ | +1.281.246 $ | +10,5 % | 12.162.525 $ | +215.557 $ | +1,8 % | 11.946.968 $ | +1.085.616 $ | +10,0 % |
| Summit Global Investments | 15.291.000 $ | +2.332.000 $ | +18,0 % | 12.959.000 $ | +6.002.000 $ | +86,3 % | 6.957.000 $ | +499.000 $ | +7,7 % | 6.458.000 $ | +435.000 $ | +7,2 % |
| Vectors Research Management, LLC | 14.981.059 $ | -224.117 $ | -1,5 % | 15.205.176 $ | -74.709 $ | -0,5 % | 15.279.885 $ | +29.511 $ | +0,2 % | 15.250.374 $ | -498.569 $ | -3,2 % |
| TD Capital Management LLC | 15.275.388 $ | +12.134.769 $ | +386,4 % | 3.140.619 $ | +747.825 $ | +31,3 % | 2.392.794 $ | +164.934 $ | +7,4 % | 2.227.860 $ | +1.163.760 $ | +109,4 % |
| Capital Investment Advisory Services, LLC | 14.981.558 $ | +330.103 $ | +2,3 % | 14.651.455 $ | -243.850 $ | -1,6 % | 14.895.305 $ | -374.215 $ | -2,5 % | 15.269.520 $ | +1.352.459 $ | +9,7 % |
| ELEVATE WEALTH ADVISORY, INC | 15.268.257 $ | +962.190 $ | +6,7 % | 14.306.067 $ | +616.828 $ | +4,5 % | 13.689.239 $ | +994.385 $ | +7,8 % | 12.694.854 $ | -179.899 $ | -1,4 % |
| Western Wealth Management, LLC | 15.206.874 $ | +936.860 $ | +6,6 % | 14.270.014 $ | +5.667.199 $ | +65,9 % | 8.602.815 $ | +447.504 $ | +5,5 % | 8.155.311 $ | +426.745 $ | +5,5 % |
| Northeast Financial Group, Inc. | 14.035.943 $ | -1.156.899 $ | -7,6 % | 15.192.842 $ | +578.567 $ | +4,0 % | 14.614.275 $ | +1.044.133 $ | +7,7 % | |||
| Urban Financial Advisory Corp | 15.177.883 $ | +1.432.564 $ | +10,4 % | 13.745.319 $ | +754.069 $ | +5,8 % | 12.991.250 $ | +20.934 $ | +0,2 % | 12.970.316 $ | +426.744 $ | +3,4 % |
| BALDWIN WEALTH PARTNERS LLC/MA | 15.172.015 $ | +125.159 $ | +0,8 % | 15.046.856 $ | +110.122 $ | +0,7 % | 14.936.734 $ | +1.002.844 $ | +7,2 % | 13.933.890 $ | -32.606 $ | -0,2 % |
| Mechanics Bank Trust Department | 15.164.617 $ | +4.843.158 $ | +46,9 % | 10.321.459 $ | +4.169.118 $ | +67,8 % | 6.152.341 $ | +2.692.414 $ | +77,8 % | 3.459.927 $ | +1.512.334 $ | +77,7 % |
| IAMS WEALTH MANAGEMENT, LLC | 15.094.894 $ | +3.983.048 $ | +35,8 % | 11.111.846 $ | +2.083.966 $ | +23,1 % | 9.027.880 $ | +4.254.484 $ | +89,1 % | 4.773.396 $ | +1.036.175 $ | +27,7 % |
| ROBERTS GLORE & CO INC /IL/ | 15.059.546 $ | +276.609 $ | +1,9 % | 14.782.937 $ | +370.889 $ | +2,6 % | 14.412.048 $ | +421.156 $ | +3,0 % | 13.990.892 $ | +263.281 $ | +1,9 % |
| Pallas Capital Advisors LLC | 15.045.848 $ | +968.882 $ | +6,9 % | 14.076.966 $ | +7.536.002 $ | +115,2 % | 6.540.964 $ | +40.712 $ | +0,6 % | 6.500.252 $ | -68.018 $ | -1,0 % |
| Moss Adams Wealth Advisors LLC | 13.676.962 $ | -1.002.444 $ | -6,8 % | 14.679.406 $ | -326.997 $ | -2,2 % | 15.006.403 $ | +17.999 $ | +0,1 % | 14.988.404 $ | +1.366.304 $ | +10,0 % |
| Matthew 25 Management Corp | 14.998.080 $ | +2.830.330 $ | +23,3 % | 12.167.750 $ | -1.077.407 $ | -8,1 % | 13.245.157 $ | +1.094.521 $ | +9,0 % | 12.150.636 $ | -642.302 $ | -5,0 % |
| Bluespring Wealth Management, LLC | 14.995.969 $ | +12.034.976 $ | +406,5 % | 2.960.993 $ | -193.452 $ | -6,1 % | 3.154.445 $ | +76.739 $ | +2,5 % | 3.077.706 $ | +125.830 $ | +4,3 % |
| Gladstone Institutional Advisory LLC | 14.994.143 $ | +1.019.022 $ | +7,3 % | 13.975.121 $ | -428.455 $ | -3,0 % | 14.403.576 $ | +94.835 $ | +0,7 % | 14.308.741 $ | +551.230 $ | +4,0 % |
| Banque Transatlantique SA | 14.980.013 $ | +3.757.939 $ | +33,5 % | 11.222.074 $ | ||||||||
| Base Wealth Management LLC | 13.010.006 $ | +307.678 $ | +2,4 % | 12.702.328 $ | -2.264.468 $ | -15,1 % | 14.966.796 $ | +674.224 $ | +4,7 % | 14.292.572 $ | +1.562.719 $ | +12,3 % |
| Drum Hill Capital, LLC | 13.771.983 $ | -1.163.152 $ | -7,8 % | 14.935.135 $ | +1.109.388 $ | +8,0 % | 13.825.747 $ | +214.977 $ | +1,6 % | 13.610.770 $ | +103.948 $ | +0,8 % |
| QUADRANT CAPITAL GROUP LLC | 14.931.823 $ | +2.707.570 $ | +22,1 % | 12.224.253 $ | +3.640.182 $ | +42,4 % | 8.584.071 $ | +368.092 $ | +4,5 % | |||
| Spire Wealth Management | 14.927.153 $ | +972.050 $ | +7,0 % | 13.955.103 $ | +516.130 $ | +3,8 % | 13.438.973 $ | +662.098 $ | +5,2 % | 12.776.875 $ | -16.364.934 $ | -56,2 % |
| Professional Financial Management, Inc. | 14.909.040 $ | +7.537.735 $ | +102,3 % | 7.371.305 $ | +526.857 $ | +7,7 % | 6.844.448 $ | |||||
| Private Wealth Asset Management, LLC | 14.489.110 $ | -365.424 $ | -2,5 % | 14.854.534 $ | -1.831.514 $ | -11,0 % | ||||||
| W.H. Cornerstone Investments Inc. | 12.555.322 $ | -1.300.003 $ | -9,4 % | 13.855.325 $ | -589.785 $ | -4,1 % | 14.445.110 $ | -393.233 $ | -2,7 % | 14.838.343 $ | +8.146 $ | +0,1 % |
| Benchmark Financial, LLC | 14.829.545 $ | +247.437 $ | +1,7 % | 14.582.108 $ | +1.539.316 $ | +11,8 % | 13.042.792 $ | |||||
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 14.782.059 $ | +682.364 $ | +4,8 % | 14.099.695 $ | +773.756 $ | +5,8 % | 13.325.939 $ | |||||
| McGlone Suttner Wealth Management, Inc. | 14.778.868 $ | +2.040.148 $ | +16,0 % | 12.738.720 $ | ||||||||
| Valpey Financial Services, LLC | 14.778.779 $ | +1.309.791 $ | +9,7 % | 13.468.988 $ | -111.026 $ | -0,8 % | 13.580.014 $ | +389.396 $ | +3,0 % | 13.190.618 $ | +521.467 $ | +4,1 % |
| O'Domhnaill Enterprises, Inc. | 5.266.636 $ | -9.435.465 $ | -64,2 % | 14.702.101 $ | +9.944.093 $ | +209,0 % | 4.758.008 $ | |||||
| Bare Financial Services, Inc | 14.696.827 $ | +2.295.913 $ | +18,5 % | 12.400.914 $ | +427.749 $ | +3,6 % | 11.973.165 $ | +945.213 $ | +8,6 % | 11.027.952 $ | +1.438.317 $ | +15,0 % |
| Spectrum Financial Alliance Ltd LLC | 14.626.434 $ | +8.287.357 $ | +130,7 % | 6.339.077 $ | +350.741 $ | +5,9 % | 5.988.336 $ | +378.828 $ | +6,8 % | 5.609.508 $ | +3.541.007 $ | +171,2 % |
| Curi Capital, LLC | 14.537.678 $ | +879.809 $ | +6,4 % | 13.657.869 $ | -680.325 $ | -4,7 % | 14.338.194 $ | +535.323 $ | +3,9 % | 13.802.871 $ | +2.353.670 $ | +20,6 % |
| Tillman Hartley LLC | 14.528.264 $ | +829.917 $ | +6,1 % | 13.698.347 $ | -329.707 $ | -2,4 % | 14.028.054 $ | +426.435 $ | +3,1 % | 13.601.619 $ | +974.496 $ | +7,7 % |
| Wealth Analytics Partners, LLC | 14.526.606 $ | +268.797 $ | +1,9 % | 14.257.809 $ | +455.537 $ | +3,3 % | 13.802.272 $ | |||||
| International City Management Association Retirement Corp | 14.351.848 $ | -43.584 $ | -0,3 % | 14.395.432 $ | -83.536 $ | -0,6 % | 14.478.968 $ | -36.320 $ | -0,3 % | 14.515.288 $ | +78.088 $ | +0,5 % |
| Claro Advisors Inc. | 5.038.057 $ | +76.125 $ | +1,5 % | 4.961.932 $ | -9.553.003 $ | -65,8 % | 14.514.935 $ | +2.600.690 $ | +21,8 % | 11.914.245 $ | +5.218.747 $ | +77,9 % |
| Blackston Financial Advisory Group, LLC | 14.500.347 $ | +1.958.636 $ | +15,6 % | 12.541.711 $ | -866.087 $ | -6,5 % | 13.407.798 $ | -27.515 $ | -0,2 % | 13.435.313 $ | +1.090.636 $ | +8,8 % |
| Blackhawk Capital Partners, LLC | 14.489.645 $ | +14.157.003 $ | +4.255,9 % | |||||||||
| Vertrix Wealth Management, LLC | 14.441.450 $ | +1.099.217 $ | +8,2 % | 13.342.233 $ | ||||||||
| SILVER OAK SECURITIES, INCORPORATED | 14.437.839 $ | +3.613.595 $ | +33,4 % | 10.824.244 $ | -3.070.037 $ | -22,1 % | 13.894.281 $ | +1.098.983 $ | +8,6 % | 12.795.298 $ | -5.651.914 $ | -30,6 % |
| Noble Wealth Partners LLC | 14.423.944 $ | |||||||||||
| Sepio Capital, LP | 14.416.771 $ | +1.242.607 $ | +9,4 % | 13.174.164 $ | +2.211.625 $ | +20,2 % | 10.962.539 $ | -336.247 $ | -3,0 % | 11.298.786 $ | +2.187.645 $ | +24,0 % |
| POINCIANA ADVISORS GROUP, LLC | 14.400.410 $ | +456.706 $ | +3,3 % | 13.943.704 $ | +525.853 $ | +3,9 % | 13.417.851 $ | -454.455 $ | -3,3 % | 13.872.306 $ | +985.216 $ | +7,6 % |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 14.280.750 $ | +1.402.000 $ | +10,9 % | 12.878.750 $ | -922.407 $ | -6,7 % | 13.801.157 $ | -585.247 $ | -4,1 % | 14.386.404 $ | +656.429 $ | +4,8 % |
| Peak Financial Management, Inc. | 14.332.530 $ | +417.691 $ | +3,0 % | 13.914.839 $ | +814.531 $ | +6,2 % | 13.100.308 $ | +467.499 $ | +3,7 % | 12.632.809 $ | +768.097 $ | +6,5 % |
| NorthCrest Asset Manangement, LLC | 11.430.190 $ | +1.029.410 $ | +9,9 % | 10.400.780 $ | -3.597.176 $ | -25,7 % | 13.997.956 $ | -317.537 $ | -2,2 % | 14.315.493 $ | +823.975 $ | +6,1 % |
| Alaska Wealth Advisors, LLC | 14.281.410 $ | +153.856 $ | +1,1 % | 14.127.554 $ | +834.986 $ | +6,3 % | 13.292.568 $ | +364.961 $ | +2,8 % | 12.927.607 $ | +1.054.620 $ | +8,9 % |
| Sovran Advisors, LLC | 14.271.451 $ | +1.328.122 $ | +10,3 % | 12.943.329 $ | +1.626.242 $ | +14,4 % | 11.317.087 $ | +2.869.851 $ | +34,0 % | 8.447.236 $ | +491.144 $ | +6,2 % |
| Heritage Trust Co | 14.227.502 $ | +552.079 $ | +4,0 % | 13.675.423 $ | +616.703 $ | +4,7 % | 13.058.720 $ | +4.958.017 $ | +61,2 % | 8.100.703 $ | +1.049.780 $ | +14,9 % |
| DAHRING | CUSMANO LLC | 14.214.445 $ | +2.595.891 $ | +22,3 % | 11.618.554 $ | +10.553.427 $ | +990,8 % | 1.065.127 $ | +693.092 $ | +186,3 % | 372.035 $ | ||
| Addison Capital Co | 14.210.709 $ | +1.214.041 $ | +9,3 % | 12.996.668 $ | +6.158.937 $ | +90,1 % | 6.837.731 $ | +534.662 $ | +8,5 % | 6.303.069 $ | +701.667 $ | +12,5 % |
| COFG Advisors, LLC | 14.171.625 $ | +5.285.559 $ | +59,5 % | 8.886.066 $ | +1.600.094 $ | +22,0 % | 7.285.972 $ | |||||
| Physician Wealth Advisors, Inc. | 14.153.625 $ | +2.201.190 $ | +18,4 % | 11.952.435 $ | -332.227 $ | -2,7 % | 12.284.662 $ | +1.058.297 $ | +9,4 % | 11.226.365 $ | +1.439.148 $ | +14,7 % |
| VESTOR CAPITAL, LLC | 2.014.000 $ | +1.701.000 $ | +543,5 % | 313.000 $ | -32.000 $ | -9,3 % | 345.000 $ | -13.756.000 $ | -97,6 % | 14.101.000 $ | +713.000 $ | +5,3 % |
| Breakwater Capital Group | 14.076.985 $ | +1.521.700 $ | +12,1 % | 12.555.285 $ | +571.719 $ | +4,8 % | 11.983.566 $ | +462.124 $ | +4,0 % | 11.521.442 $ | +339.119 $ | +3,0 % |
| CogentBlue Wealth Advisors, LLC | 14.050.167 $ | +522.621 $ | +3,9 % | 13.527.546 $ | +148.851 $ | +1,1 % | 13.378.695 $ | -464.532 $ | -3,4 % | 13.843.227 $ | +545.946 $ | +4,1 % |
| Argent Trust Co | 14.026.073 $ | +2.206.254 $ | +18,7 % | 11.819.819 $ | +708.516 $ | +6,4 % | 11.111.303 $ | +2.166.930 $ | +24,2 % | 8.944.373 $ | +1.876.453 $ | +26,5 % |
| Fermata Advisors, LLC | 12.259.091 $ | -1.006.371 $ | -7,6 % | 13.265.462 $ | -88.970 $ | -0,7 % | 13.354.432 $ | -641.473 $ | -4,6 % | 13.995.905 $ | +1.716.591 $ | +14,0 % |
| Prism Planning Partners LLC | 13.895.903 $ | +503.858 $ | +3,8 % | 13.392.045 $ | +1.334.980 $ | +11,1 % | 12.057.065 $ | |||||
| Cambridge Advisors Inc. | 13.870.022 $ | +1.856.212 $ | +15,5 % | 12.013.810 $ | -158.851 $ | -1,3 % | 12.172.661 $ | +312.454 $ | +2,6 % | 11.860.207 $ | +348.843 $ | +3,0 % |
| Livet Wealth, LLC | 13.862.854 $ | +1.455.312 $ | +11,7 % | 12.407.542 $ | -693.125 $ | -5,3 % | 13.100.667 $ | |||||
| Mosley Wealth Management | 13.860.733 $ | +13.187.654 $ | +1.959,3 % | 673.079 $ | -103.387 $ | -13,3 % | 776.466 $ | |||||
| Cambria Investment Management, L.P. | 13.822.244 $ | +622.462 $ | +4,7 % | 13.199.782 $ | -163.045 $ | -1,2 % | 13.362.827 $ | +388.657 $ | +3,0 % | 12.974.170 $ | +184.353 $ | +1,4 % |
| Roehl & Yi Investment Advisors, LLC | 13.814.926 $ | +5.685.787 $ | +69,9 % | 8.129.139 $ | +1.331.902 $ | +19,6 % | 6.797.237 $ | +4.622.312 $ | +212,5 % | 2.174.925 $ | +2.163.382 $ | +18.741,9 % |
| ADVISORY RESEARCH INC | 13.805.659 $ | +1.827.944 $ | +15,3 % | 11.977.715 $ | +988.600 $ | +9,0 % | 10.989.115 $ | +67.905 $ | +0,6 % | 10.921.210 $ | +1.099.382 $ | +11,2 % |
| Tempo Wealth, LLC | 13.781.354 $ | +7.798.274 $ | +130,3 % | 5.983.080 $ | +170.502 $ | +2,9 % | 5.812.578 $ | |||||
| Prudent Man Advisors, LLC | 13.776.776 $ | +6.479.490 $ | +88,8 % | 7.297.286 $ | +2.305.803 $ | +46,2 % | 4.991.483 $ | +131.528 $ | +2,7 % | 4.859.955 $ | +413.759 $ | +9,3 % |
| CWS Financial Advisors, LLC | 13.767.247 $ | +3.193.229 $ | +30,2 % | 10.574.018 $ | +2.569.489 $ | +32,1 % | 8.004.529 $ | +1.610.520 $ | +25,2 % | 6.394.009 $ | +1.374.470 $ | +27,4 % |
| Stenger Family Office, LLC | 13.749.206 $ | +1.114.333 $ | +8,8 % | |||||||||
| Baron Financial Group, LLC | 13.732.129 $ | +540.833 $ | +4,1 % | 13.191.296 $ | +504.311 $ | +4,0 % | 12.686.985 $ | -478.588 $ | -3,6 % | 13.165.573 $ | +98.389 $ | +0,8 % |
| Aspire Private Capital, LLC | 6.476.340 $ | +421.474 $ | +7,0 % | 6.054.866 $ | -778.943 $ | -11,4 % | 6.833.809 $ | -6.889.886 $ | -50,2 % | 13.723.695 $ | +6.896.416 $ | +101,0 % |
| HMV Wealth Advisors, LLC | 13.722.324 $ | +1.250.415 $ | +10,0 % | 12.471.909 $ | +563.656 $ | +4,7 % | 11.908.253 $ | +1.395.244 $ | +13,3 % | 10.513.009 $ | +5.096.365 $ | +94,1 % |
| UG Investment Advisers Ltd. | 13.719.744 $ | +1.107.308 $ | +8,8 % | |||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.670.354 $ | +743.690 $ | +5,8 % | 12.926.664 $ | +4.968.102 $ | +62,4 % | 7.958.562 $ | +768.116 $ | +10,7 % | 7.190.446 $ | +1.005.035 $ | +16,2 % |
| SYM FINANCIAL Corp | 13.665.161 $ | +1.577.449 $ | +13,1 % | 12.087.712 $ | +295.518 $ | +2,5 % | 11.792.194 $ | -144.526 $ | -1,2 % | 11.936.720 $ | +261.840 $ | +2,2 % |
| CROBAN | 13.661.938 $ | +73.548 $ | +0,5 % | 13.588.390 $ | +6.198.413 $ | +83,9 % | 7.389.977 $ | +3.547.365 $ | +92,3 % | 3.842.612 $ | +1.292.651 $ | +50,7 % |
| Madrid Wealth Management, LLC | 13.655.505 $ | +2.097.875 $ | +18,2 % | 11.557.630 $ | +909.284 $ | +8,5 % | 10.648.346 $ | |||||
| McMill Wealth Management | 13.652.739 $ | +1.561.503 $ | +12,9 % | 12.091.236 $ | +102.247 $ | +0,9 % | 11.988.989 $ | -128.332 $ | -1,1 % | 12.117.321 $ | +59.914 $ | +0,5 % |
| Lakewood Asset Management LLC | 13.647.509 $ | +3.933.624 $ | +40,5 % | 9.713.885 $ | +1.567.635 $ | +19,2 % | 8.146.250 $ | +3.115.234 $ | +61,9 % | 5.031.016 $ | +916.786 $ | +22,3 % |
| Heritage Wealth Management, Inc. /CA/ | 13.641.004 $ | +12.337 $ | +0,1 % | 13.628.667 $ | +6.247.103 $ | +84,6 % | 7.381.564 $ | +366.480 $ | +5,2 % | 7.015.084 $ | +71.673 $ | +1,0 % |
| Berman McAleer LLC | 13.587.748 $ | +2.015.861 $ | +17,4 % | 11.571.887 $ | +210.518 $ | +1,9 % | 11.361.369 $ | +485.120 $ | +4,5 % | 10.876.249 $ | ||
| American Assets Investment Management, LLC | 13.585.817 $ | +16.160 $ | +0,1 % | |||||||||
| American Assets Capital Advisers, LLC | 13.585.817 $ | +16.160 $ | +0,1 % | |||||||||
| CALTON & ASSOCIATES, INC. | 12.076.609 $ | -1.503.632 $ | -11,1 % | 13.580.241 $ | +295.630 $ | +2,2 % | 13.284.611 $ | +1.120.592 $ | +9,2 % | 12.164.019 $ | +3.301.146 $ | +37,2 % |
| Copper Harbor Investment Advisors, LLC | 13.565.774 $ | |||||||||||
| Headlands Technologies LLC | 3.318.575 $ | -10.229.727 $ | -75,5 % | 13.548.302 $ | +6.172.667 $ | +83,7 % | 7.375.635 $ | +4.479.717 $ | +154,7 % | 2.895.918 $ | -2.876.868 $ | -49,8 % |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 13.546.098 $ | +5.552.944 $ | +69,5 % | |||||||||
| Kaizen Financial Strategies | 12.654.710 $ | -888.123 $ | -6,6 % | 13.542.833 $ | +1.415.508 $ | +11,7 % | 12.127.325 $ | +23.812 $ | +0,2 % | 12.103.513 $ | +1.347.002 $ | +12,5 % |
| SYKON CAPITAL LLC | 394.728 $ | +52.227 $ | +15,2 % | 342.501 $ | -13.066.605 $ | -97,4 % | 13.409.106 $ | -130.344 $ | -1,0 % | 13.539.450 $ | +7.810.126 $ | +136,3 % |
| Lowe Wealth Advisors, LLC | 13.471.435 $ | +290.288 $ | +2,2 % | |||||||||
| Trivium Point Advisory, LLC | 13.406.657 $ | +10.076.498 $ | +302,6 % | 3.330.159 $ | -9.097.296 $ | -73,2 % | 12.427.455 $ | +1.723.895 $ | +16,1 % | 10.703.560 $ | +1.895.070 $ | +21,5 % |
| Aspire Growth Partners LLC | 13.401.442 $ | +1.799.403 $ | +15,5 % | 11.602.039 $ | +1.267.233 $ | +12,3 % | 10.334.806 $ | +1.403.728 $ | +15,7 % | 8.931.078 $ | +1.135.000 $ | +14,6 % |
| Silverleafe Capital Partners, LLC | 13.375.898 $ | +7.418.603 $ | +124,5 % | 5.957.295 $ | -331.103 $ | -5,3 % | 6.288.398 $ | -4.612 $ | -0,1 % | |||
| Sharper & Granite LLC | 13.364.556 $ | +1.181.524 $ | +9,7 % | 12.183.032 $ | +2.143.686 $ | +21,4 % | 10.039.346 $ | +219.750 $ | +2,2 % | 9.819.596 $ | +180.311 $ | +1,9 % |
| Clarity Wealth Development LLC | 13.351.468 $ | +9.762.408 $ | +272,0 % | 3.589.060 $ | +48.629 $ | +1,4 % | 3.540.431 $ | +275.017 $ | +8,4 % | 3.265.414 $ | +351.674 $ | +12,1 % |
| FIDELIS CAPITAL PARTNERS, LLC | 13.326.817 $ | +1.608.933 $ | +13,7 % | 11.717.884 $ | -1.111.582 $ | -8,7 % | 12.829.466 $ | +1.315.554 $ | +11,4 % | 11.513.912 $ | +570.802 $ | +5,2 % |
| Annandale Capital, LLC | 9.577.000 $ | -3.736.000 $ | -28,1 % | 13.313.000 $ | ||||||||
| Baker Ellis Asset Management LLC | 13.294.848 $ | +1.931.638 $ | +17,0 % | 11.363.210 $ | -439.489 $ | -3,7 % | 11.802.699 $ | +1.529.176 $ | +14,9 % | 10.273.523 $ | +928.162 $ | +9,9 % |
| Arlington Partners LLC | 13.128.232 $ | -76.694 $ | -0,6 % | 13.204.926 $ | ||||||||
| JUNCTURE WEALTH STRATEGIES, LLC | 13.191.040 $ | +662.189 $ | +5,3 % | 12.528.851 $ | +338.247 $ | +2,8 % | 12.190.604 $ | +587.335 $ | +5,1 % | 11.603.269 $ | +98.193 $ | +0,9 % |
| WOLVERINE TRADING, LLC | 13.159.059 $ | +2.604.252 $ | +24,7 % | |||||||||
| Transcendent Capital Group LLC | 13.112.629 $ | +525.815 $ | +4,2 % | 12.586.814 $ | -104.649 $ | -0,8 % | 12.691.463 $ | +194.324 $ | +1,6 % | 12.497.139 $ | +1.381.590 $ | +12,4 % |
| NOTTINGHAM ADVISORS, INC. | 13.103.035 $ | +3.565.389 $ | +37,4 % | 9.537.646 $ | +1.120.083 $ | +13,3 % | 8.417.563 $ | +3.400.964 $ | +67,8 % | 5.016.599 $ | +1.011.338 $ | +25,3 % |
| Hara Capital LLC | 8.547.650 $ | -1.678.002 $ | -16,4 % | 10.225.652 $ | -1.615.940 $ | -13,6 % | 11.841.592 $ | -1.243.939 $ | -9,5 % | 13.085.531 $ | -4.011.588 $ | -23,5 % |
| CAPSTONE CAPITAL LLC | 13.081.475 $ | +406.566 $ | +3,2 % | 12.674.909 $ | -61.101 $ | -0,5 % | 12.736.010 $ | +711.109 $ | +5,9 % | 12.024.901 $ | +199.454 $ | +1,7 % |
| Investure, LLC | 12.932.040 $ | -75.548 $ | -0,6 % | 13.007.588 $ | -42.218 $ | -0,3 % | 13.049.806 $ | -26.664 $ | -0,2 % | 13.076.470 $ | +15.554 $ | +0,1 % |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 13.032.000 $ | +6.609.000 $ | +102,9 % | 6.423.000 $ | -253.000 $ | -3,8 % | 6.676.000 $ | +156.000 $ | +2,4 % | 6.520.000 $ | +732.000 $ | +12,6 % |
| ANCHOR CAPITAL ADVISORS LLC | 11.782.507 $ | -967.344 $ | -7,6 % | 12.749.851 $ | -278.153 $ | -2,1 % | 13.028.004 $ | +233.440 $ | +1,8 % | 12.794.564 $ | -649.516 $ | -4,8 % |
| Lynx Investment Advisory | 13.002.828 $ | +8.679.095 $ | +200,7 % | 4.323.733 $ | +1.257.103 $ | +41,0 % | 3.066.630 $ | +352.586 $ | +13,0 % | 2.714.044 $ | +843.265 $ | +45,1 % |
| Farmers & Merchants Trust Co of Chambersburg PA | 12.994.000 $ | +217.000 $ | +1,7 % | 12.777.000 $ | +661.000 $ | +5,5 % | 12.116.000 $ | -157.000 $ | -1,3 % | 12.273.000 $ | +837.000 $ | +7,3 % |
| ADVOCATE GROUP LLC | 12.986.766 $ | +1.076.238 $ | +9,0 % | 11.910.528 $ | +2.835.558 $ | +31,2 % | 9.074.970 $ | +804.965 $ | +9,7 % | 8.270.005 $ | +1.015.793 $ | +14,0 % |
| Nicholas Hoffman & Company, LLC. | 7.356.644 $ | +1.167.205 $ | +18,9 % | 6.189.439 $ | +423.503 $ | +7,3 % | 5.765.936 $ | -7.170.711 $ | -55,4 % | 12.936.647 $ | +8.835.063 $ | +215,4 % |
| INVENIO WEALTH PARTNERS LLC | 12.927.518 $ | +264.745 $ | +2,1 % | 12.662.773 $ | +90.131 $ | +0,7 % | 12.572.642 $ | +190.448 $ | +1,5 % | 12.382.194 $ | +1.072.969 $ | +9,5 % |
| LeConte Wealth Management, LLC | 11.277.201 $ | -91.813 $ | -0,8 % | 11.369.014 $ | -284.375 $ | -2,4 % | 11.653.389 $ | -1.251.058 $ | -9,7 % | 12.904.447 $ | +3.922.300 $ | +43,7 % |
| WFA of San Diego, LLC | 12.869.899 $ | +1.333.357 $ | +11,6 % | 11.536.542 $ | -523.904 $ | -4,3 % | 12.060.446 $ | +269.152 $ | +2,3 % | 11.791.294 $ | +796.316 $ | +7,2 % |
| EFG International AG | 12.697.621 $ | -150.192 $ | -1,2 % | 12.847.813 $ | ||||||||
| Strategic Investment Solutions, Inc. /IL | 10.875.726 $ | -1.880.201 $ | -14,7 % | 12.755.927 $ | -81.622 $ | -0,6 % | 12.837.549 $ | +1.252.681 $ | +10,8 % | 11.584.868 $ | +2.720.958 $ | +30,7 % |
| IVY LANE CAPITAL MANAGEMENT, LLC | 9.615.600 $ | -963.210 $ | -9,1 % | 10.578.810 $ | -1.194.930 $ | -10,1 % | 11.773.740 $ | -1.050.830 $ | -8,2 % | 12.824.570 $ | -8.055.505 $ | -38,6 % |
| Sharp Wealth Advisory, LLC | 12.814.885 $ | +473.346 $ | +3,8 % | 12.341.539 $ | +8.185 $ | +0,1 % | 12.333.354 $ | +697.619 $ | +6,0 % | 11.635.735 $ | +1.411.814 $ | +13,8 % |
| Westshore Wealth, LLC | 12.797.578 $ | +759.898 $ | +6,3 % | 12.037.680 $ | +1.146.970 $ | +10,5 % | 10.890.710 $ | +3.192.891 $ | +41,5 % | 7.697.819 $ | +3.374.900 $ | +78,1 % |
| VOYA INVESTMENT MANAGEMENT LLC | 5.985.582 $ | -6.809.288 $ | -53,2 % | 12.794.870 $ | +6.736.660 $ | +111,2 % | 6.058.210 $ | -216.695 $ | -3,5 % | 6.274.905 $ | -22.561.986 $ | -78,2 % |
| DEUTSCHE BANK AG\ | 9.478.543 $ | +2.072.683 $ | +28,0 % | 7.405.860 $ | -1.691.105 $ | -18,6 % | 9.096.965 $ | -3.660.445 $ | -28,7 % | 12.757.410 $ | -51.802.090 $ | -80,2 % |
| Envision Financial LLC | 12.733.594 $ | +894.095 $ | +7,6 % | 11.839.499 $ | -904.664 $ | -7,1 % | 12.744.163 $ | +1.010.455 $ | +8,6 % | 11.733.708 $ | +2.284.225 $ | +24,2 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 12.709.985 $ | +1.712.792 $ | +15,6 % | 10.997.193 $ | -514.730 $ | -4,5 % | 11.511.923 $ | +2.174.125 $ | +23,3 % | 9.337.798 $ | +1.980.323 $ | +26,9 % |
| Trek Financial, LLC | 4.418.935 $ | -8.286.108 $ | -65,2 % | 12.705.043 $ | +7.542.341 $ | +146,1 % | 5.162.702 $ | +992.497 $ | +23,8 % | 4.170.205 $ | -14.205.806 $ | -77,3 % |
| Calder Financial LLC | 9.611.741 $ | -3.085.926 $ | -24,3 % | 12.697.667 $ | +214.570 $ | +1,7 % | 12.483.097 $ | |||||
| Silver Coast Investments LLC | 12.686.405 $ | +890.706 $ | +7,6 % | 11.795.699 $ | +1.021.153 $ | +9,5 % | 10.774.546 $ | -86.345 $ | -0,8 % | 10.860.891 $ | +730.095 $ | +7,2 % |
| ETF Portfolio Partners, Inc. | 12.680.878 $ | +950.474 $ | +8,1 % | 11.730.404 $ | -352.319 $ | -2,9 % | 12.082.723 $ | -42.196 $ | -0,3 % | 12.124.919 $ | +652.790 $ | +5,7 % |
| Dorsey & Whitney Trust CO LLC | 12.669.328 $ | +1.270.441 $ | +11,1 % | 11.398.887 $ | +121.755 $ | +1,1 % | 11.277.132 $ | +382.023 $ | +3,5 % | 10.895.109 $ | -1.390.979 $ | -11,3 % |
| Gutierrez Wealth Advisory, LLC | 12.662.340 $ | +974.435 $ | +8,3 % | 11.687.905 $ | +548.084 $ | +4,9 % | 11.139.821 $ | +407.582 $ | +3,8 % | 10.732.239 $ | +707.402 $ | +7,1 % |
| C M BIDWELL & ASSOCIATES LTD | 12.659.497 $ | +915.014 $ | +7,8 % | 11.744.483 $ | +521.685 $ | +4,6 % | 11.222.798 $ | +444.873 $ | +4,1 % | 10.777.925 $ | +1.896.128 $ | +21,3 % |
| Legacy Private Trust Co. | 1.575.335 $ | -1.253.603 $ | -44,3 % | 2.828.938 $ | -1.768.247 $ | -38,5 % | 4.597.185 $ | -8.057.821 $ | -63,7 % | 12.655.006 $ | +698.917 $ | +5,8 % |
| REDW Wealth LLC | 12.648.416 $ | +840.500 $ | +7,1 % | 11.807.916 $ | +211.926 $ | +1,8 % | 11.595.990 $ | +50.163 $ | +0,4 % | 11.545.827 $ | +463.293 $ | +4,2 % |
| Heritage Investment Group, Inc. | 12.633.244 $ | +1.802.925 $ | +16,6 % | 10.830.319 $ | +436.455 $ | +4,2 % | 10.393.864 $ | +87.138 $ | +0,8 % | 10.306.726 $ | +870.320 $ | +9,2 % |
| Evolution Advisers, Inc. | 12.617.000 $ | +1.286.000 $ | +11,3 % | 11.331.000 $ | +674.000 $ | +6,3 % | 10.657.000 $ | +402.000 $ | +3,9 % | 10.255.000 $ | +587.000 $ | +6,1 % |
| Advisory Solutions Group, LLC | 12.607.583 $ | |||||||||||
| EVERETT HARRIS & CO /CA/ | 12.568.400 $ | +1.493.839 $ | +13,5 % | 11.074.561 $ | +1.004.491 $ | +10,0 % | 10.070.070 $ | -671.770 $ | -6,3 % | 10.741.840 $ | +3.044.410 $ | +39,6 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12.567.329 $ | +1.478.821 $ | +13,3 % | 11.088.508 $ | -14.689 $ | -0,1 % | 11.103.197 $ | +532.653 $ | +5,0 % | 10.570.544 $ | +340.757 $ | +3,3 % |
| CacheTech Inc. | 7.699.514 $ | -4.863.805 $ | -38,7 % | 12.563.319 $ | -2.387 $ | -0,0 % | 12.565.706 $ | +449.704 $ | +3,7 % | 12.116.002 $ | -264.972 $ | -2,1 % |
| Point72 Asset Management, L.P. | 12.562.500 $ | +12.313.280 $ | +4.940,7 % | |||||||||
| Chesapeake Wealth Management | 12.558.268 $ | +1.205.140 $ | +10,6 % | 11.353.128 $ | +43.189 $ | +0,4 % | 11.309.939 $ | +371.359 $ | +3,4 % | 10.938.580 $ | +560.651 $ | +5,4 % |
| MONEY CONCEPTS CAPITAL CORP | 11.885.626 $ | -585.339 $ | -4,7 % | 12.470.965 $ | +4.988.502 $ | +66,7 % | 7.482.463 $ | +2.190.204 $ | +41,4 % | 5.292.259 $ | +1.277.612 $ | +31,8 % |
| Erickson Financial Group, LLC | 12.459.653 $ | +4.305.633 $ | +52,8 % | 8.154.020 $ | +327.248 $ | +4,2 % | 7.826.772 $ | +519.968 $ | +7,1 % | 7.306.804 $ | +172.948 $ | +2,4 % |
| Ascentis Independent Advisors | 1.842.698 $ | -10.612.257 $ | -85,2 % | 12.454.955 $ | +6.612.513 $ | +113,2 % | 5.842.442 $ | +3.152.358 $ | +117,2 % | 2.690.084 $ | +573.064 $ | +27,1 % |
| Pitcairn Wealth Advisors LLC | 12.413.538 $ | +773.993 $ | +6,6 % | 11.639.545 $ | +1 $ | +0,0 % | 11.639.544 $ | |||||
| Timmons Wealth Management, LLC | 12.402.941 $ | |||||||||||
| Allied Investment Advisors, LLC | 12.341.280 $ | +12.140.781 $ | +6.055,3 % | 200.499 $ | -2.730 $ | -1,3 % | 203.229 $ | +1.445 $ | +0,7 % | |||
| HIGHLINE WEALTH PARTNERS LLC | 12.324.320 $ | +1.684.036 $ | +15,8 % | 10.640.284 $ | +567.874 $ | +5,6 % | 10.072.410 $ | +1.050.732 $ | +11,6 % | 9.021.678 $ | +652.776 $ | +7,8 % |
| RHL GROUP, LLC | 6.917.951 $ | -5.401.344 $ | -43,8 % | 12.319.295 $ | +6.150.035 $ | +99,7 % | 6.169.260 $ | |||||
| Strategic Family Wealth Counselors, L.L.C. | 12.315.074 $ | +295.911 $ | +2,5 % | 12.019.163 $ | +1.328.854 $ | +12,4 % | 10.690.309 $ | +2.246.310 $ | +26,6 % | 8.443.999 $ | +1.442.260 $ | +20,6 % |
| Hofer & Associates. Inc | 12.293.908 $ | +633.254 $ | +5,4 % | 11.660.654 $ | +363.717 $ | +3,2 % | 11.296.937 $ | +575.165 $ | +5,4 % | 10.721.772 $ | +260.721 $ | +2,5 % |
| ADIRONDACK TRUST CO | 12.148.425 $ | +2.611.118 $ | +27,4 % | 9.537.307 $ | +681.552 $ | +7,7 % | 8.855.755 $ | +1.318.834 $ | +17,5 % | 7.536.921 $ | +699.592 $ | +10,2 % |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 12.088.513 $ | +1.119.353 $ | +10,2 % | 10.969.160 $ | +220.676 $ | +2,1 % | 10.748.484 $ | -1.272.165 $ | -10,6 % | 12.020.649 $ | -905.950 $ | -7,0 % |
| First Bancorp, Inc /ME/ | 12.063.912 $ | +1.430.741 $ | +13,5 % | 10.633.171 $ | -328.608 $ | -3,0 % | 10.961.779 $ | +797.286 $ | +7,8 % | 10.164.493 $ | +1.235.808 $ | +13,8 % |
| Aberdeen Wealth Management LLC | 10.574.709 $ | -1.447.474 $ | -12,0 % | 12.022.183 $ | +42.060 $ | +0,4 % | 11.980.123 $ | +39.683 $ | +0,3 % | 11.940.440 $ | +581.700 $ | +5,1 % |
| Seven Springs Wealth Group, LLC | 11.492.691 $ | -526.137 $ | -4,4 % | 12.018.828 $ | +11.646.810 $ | +3.130,7 % | 372.018 $ | -707.086 $ | -65,5 % | 1.079.104 $ | -1.073.583 $ | -49,9 % |
| AXS Investments LLC | 11.977.722 $ | +2.336.323 $ | +24,2 % | 9.641.399 $ | -1.291.209 $ | -11,8 % | 10.932.608 $ | -125.333 $ | -1,1 % | 11.057.941 $ | +3.757.958 $ | +51,5 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.966.027 $ | +1.125.032 $ | +10,4 % | 10.840.995 $ | +82.283 $ | +0,8 % | 10.758.712 $ | +157.318 $ | +1,5 % | 10.601.394 $ | +246.156 $ | +2,4 % |
| Sage Financial Management Group, Inc. | 11.930.880 $ | +615.834 $ | +5,4 % | 11.315.046 $ | +78.416 $ | +0,7 % | 11.236.630 $ | +247.172 $ | +2,2 % | 10.989.458 $ | +269.458 $ | +2,5 % |
| Regal Investment Advisors LLC | 9.376.873 $ | -108.750 $ | -1,1 % | 9.485.623 $ | -417.467 $ | -4,2 % | 9.903.090 $ | -2.005.139 $ | -16,8 % | 11.908.229 $ | -1.733.615 $ | -12,7 % |
| TSG Advice Partners, LLC | 11.885.126 $ | |||||||||||
| Embree Financial Group | 11.882.500 $ | +556.489 $ | +4,9 % | 11.326.011 $ | +419.614 $ | +3,8 % | 10.906.397 $ | +23.859 $ | +0,2 % | 10.882.538 $ | -114.497 $ | -1,0 % |
| Asset Advisory Group, Inc. | 11.874.930 $ | +699.678 $ | +6,3 % | 11.175.252 $ | +1.399.648 $ | +14,3 % | 9.775.604 $ | |||||
| ARVEST INVESTMENTS, INC. | 11.872.942 $ | +1.515.065 $ | +14,6 % | 10.357.877 $ | +217.379 $ | +2,1 % | 10.140.498 $ | -233.089 $ | -2,2 % | 10.373.587 $ | +1.022.246 $ | +10,9 % |
| Tide Cove Capital Partners LLC | 11.866.453 $ | +27.929 $ | +0,2 % | 11.838.524 $ | +2.724 $ | +0,0 % | 11.835.800 $ | +643.475 $ | +5,7 % | 11.192.325 $ | -2.115.340 $ | -15,9 % |
| Graetz Wealth LLC | 11.797.920 $ | +278.701 $ | +2,4 % | 11.519.219 $ | -324.044 $ | -2,7 % | 11.843.263 $ | |||||
| Encompass More Asset Management | 11.829.138 $ | +10.746.768 $ | +992,9 % | 1.082.370 $ | ||||||||
| BROWN BROTHERS HARRIMAN & CO | 11.801.723 $ | +1.118.031 $ | +10,5 % | 10.683.692 $ | -284.028 $ | -2,6 % | 10.967.720 $ | +763.811 $ | +7,5 % | 10.203.909 $ | +2.191.384 $ | +27,3 % |
| Brooklyn FI, LLC | 11.794.176 $ | +1.861.784 $ | +18,7 % | 9.932.392 $ | +865.389 $ | +9,5 % | 9.067.003 $ | +686.466 $ | +8,2 % | 8.380.537 $ | +1.453.621 $ | +21,0 % |
| Financial Architects, LLC | 11.786.858 $ | +335.988 $ | +2,9 % | 11.450.870 $ | +643.393 $ | +6,0 % | 10.807.477 $ | |||||
| Coign Capital Advisors LLC | 11.772.262 $ | +1.355.872 $ | +13,0 % | 10.416.390 $ | +63.925 $ | +0,6 % | 10.352.465 $ | -105.276 $ | -1,0 % | 10.457.741 $ | -328.228 $ | -3,0 % |
| Ramiah Investment Group | 11.768.099 $ | +1.186.093 $ | +11,2 % | 10.582.006 $ | +200.668 $ | +1,9 % | 10.381.338 $ | +1.150.372 $ | +12,5 % | 9.230.966 $ | +1.302.886 $ | +16,4 % |
| Analyst IMS Investment Management Services Ltd. | 11.765.000 $ | +10.588.000 $ | +899,6 % | |||||||||
| PRIVATE TRUST CO NA | 11.758.249 $ | +307.702 $ | +2,7 % | 11.450.547 $ | +2.417.127 $ | +26,8 % | 9.033.420 $ | +104.111 $ | +1,2 % | 8.929.309 $ | -88.500 $ | -1,0 % |
| Trellis Wealth Advisors LLC | 11.750.992 $ | +1.825.877 $ | +18,4 % | 9.925.115 $ | +1.070.723 $ | +12,1 % | 8.854.392 $ | +1.059.995 $ | +13,6 % | 7.794.397 $ | +993.609 $ | +14,6 % |
| Miller Capital Partners, Inc. | 11.749.507 $ | +802.955 $ | +7,3 % | 10.946.552 $ | +257.521 $ | +2,4 % | 10.689.031 $ | |||||
| NVWM, LLC | 9.488.124 $ | +351.835 $ | +3,9 % | 9.136.289 $ | -955.414 $ | -9,5 % | 10.091.703 $ | -1.641.923 $ | -14,0 % | 11.733.626 $ | +433.692 $ | +3,8 % |
| New Insight Wealth Advisors | 10.806.956 $ | +831.766 $ | +8,3 % | 9.975.190 $ | -869.636 $ | -8,0 % | 10.844.826 $ | -888.007 $ | -7,6 % | 11.732.833 $ | -152.728 $ | -1,3 % |
| D.B. Root & Company, LLC | 10.168.528 $ | -1.558.939 $ | -13,3 % | 11.727.467 $ | +3.991.255 $ | +51,6 % | 7.736.212 $ | +2.970.787 $ | +62,3 % | 4.765.425 $ | -1.665.807 $ | -25,9 % |
| HARBOR ADVISORY CORP /MA/ | 11.721.737 $ | +1.592.423 $ | +15,7 % | 10.129.314 $ | +275.476 $ | +2,8 % | 9.853.838 $ | -27.562 $ | -0,3 % | 9.881.400 $ | +634.224 $ | +6,9 % |
| Focus Financial Network, Inc. | 11.688.633 $ | +2.197.256 $ | +23,2 % | 9.491.377 $ | +2.026.520 $ | +27,1 % | 7.464.857 $ | +1.166.551 $ | +18,5 % | 6.298.306 $ | +667.617 $ | +11,9 % |
| Compound Planning, Inc. | 11.686.372 $ | +1.503.665 $ | +14,8 % | 10.182.707 $ | +1.718.661 $ | +20,3 % | 8.464.046 $ | +970.658 $ | +13,0 % | 7.493.388 $ | +1.195.948 $ | +19,0 % |
| Prepared Retirement Institute LLC | 11.683.422 $ | +2.015.276 $ | +20,8 % | 9.668.146 $ | +384.944 $ | +4,1 % | 9.283.202 $ | +832.596 $ | +9,9 % | 8.450.606 $ | +1.725.844 $ | +25,7 % |
| Cooper Financial Group | 11.676.906 $ | +1.848.515 $ | +18,8 % | 9.828.391 $ | -707.821 $ | -6,7 % | 10.536.212 $ | +12.706 $ | +0,1 % | 10.523.506 $ | +297.769 $ | +2,9 % |
| HAMEL ASSOCIATES, INC. | 11.660.141 $ | |||||||||||
| Cornerstone Planning, LLC | 11.651.267 $ | |||||||||||
| Summitas Investment Management LLC | 9.042.248 $ | -1.490.909 $ | -14,2 % | 10.533.157 $ | -1.075.237 $ | -9,3 % | 11.608.394 $ | |||||
| FIDUCIARY ADVISORS, INC. | 11.599.284 $ | +1.259.893 $ | +12,2 % | 10.339.391 $ | +248.924 $ | +2,5 % | 10.090.467 $ | +470.813 $ | +4,9 % | 9.619.654 $ | +569.311 $ | +6,3 % |
| CMH Wealth Management LLC | 9.925.117 $ | -1.671.466 $ | -14,4 % | 11.596.583 $ | +1.292.318 $ | +12,5 % | 10.304.265 $ | +476.768 $ | +4,9 % | 9.827.497 $ | +272.459 $ | +2,9 % |
| Avant Financial Advisors LLC | 11.593.449 $ | +1.360.856 $ | +13,3 % | 10.232.593 $ | +380.378 $ | +3,9 % | 9.852.215 $ | +509.914 $ | +5,5 % | 9.342.301 $ | +641.465 $ | +7,4 % |
| STOLZ & ASSOCIATES, PS | 11.586.538 $ | +721.613 $ | +6,6 % | 10.864.925 $ | +1.021.452 $ | +10,4 % | 9.843.473 $ | |||||
| Legend Financial Advisors, Inc. | 11.583.645 $ | +1.430.489 $ | +14,1 % | 10.153.156 $ | +593.095 $ | +6,2 % | 9.560.061 $ | +360.239 $ | +3,9 % | 9.199.822 $ | +952.927 $ | +11,6 % |
| Hillcrest Wealth Advisors - NY, LLC | 11.577.695 $ | +1.344.416 $ | +13,1 % | 10.233.279 $ | +2.907.666 $ | +39,7 % | 7.325.613 $ | +544.665 $ | +8,0 % | 6.780.948 $ | +100.084 $ | +1,5 % |
| Pointe Capital Management LLC | 11.564.155 $ | +484.092 $ | +4,4 % | 11.080.063 $ | +1.346.745 $ | +13,8 % | 9.733.318 $ | +164.992 $ | +1,7 % | |||
| BLUELINE ADVISORS LLC | 9.946.123 $ | -94.477 $ | -0,9 % | 10.040.600 $ | -1.521.242 $ | -13,2 % | 11.561.842 $ | |||||
| PKS Advisory Services, LLC | 11.516.398 $ | +6.908.504 $ | +149,9 % | 4.607.894 $ | +317.526 $ | +7,4 % | 4.290.368 $ | +172.548 $ | +4,2 % | 4.117.820 $ | -247.493 $ | -5,7 % |
| Monument Capital Management | 6.515.486 $ | +1.646.367 $ | +33,8 % | 4.869.119 $ | -6.642.149 $ | -57,7 % | 11.511.268 $ | +6.286.580 $ | +120,3 % | 5.224.688 $ | +42.348 $ | +0,8 % |
| TPG Financial Advisors, LLC | 3.750.529 $ | -7.743.844 $ | -67,4 % | 11.494.373 $ | +323.849 $ | +2,9 % | 11.170.524 $ | +7.082.619 $ | +173,3 % | 4.087.905 $ | -20.156 $ | -0,5 % |
| Transamerica Financial Advisors, LLC | 9.632.476 $ | -789.391 $ | -7,6 % | 10.421.867 $ | -248.260 $ | -2,3 % | 10.670.127 $ | -819.658 $ | -7,1 % | 11.489.785 $ | +452.388 $ | +4,1 % |
| TRANSCEND CAPITAL ADVISORS, LLC | 6.309.198 $ | +981.933 $ | +18,4 % | 5.327.265 $ | -560.746 $ | -9,5 % | 5.888.011 $ | -5.598.986 $ | -48,7 % | 11.486.997 $ | +950.237 $ | +9,0 % |
| AJ Advisors, LLC | 11.475.017 $ | +429.293 $ | +3,9 % | 11.045.724 $ | +261.130 $ | +2,4 % | 10.784.594 $ | +677.046 $ | +6,7 % | 10.107.548 $ | +279.285 $ | +2,8 % |
| David Kennon Inc | 11.444.726 $ | +617.022 $ | +5,7 % | 10.827.704 $ | +7.604.823 $ | +236,0 % | 3.222.881 $ | +121.372 $ | +3,9 % | 3.101.509 $ | +162.928 $ | +5,5 % |
| Platt Investment Counsel, LLC | 11.437.775 $ | +110.251 $ | +1,0 % | 11.327.524 $ | +331.402 $ | +3,0 % | 10.996.122 $ | +102.862 $ | +0,9 % | 10.893.260 $ | -5.064.457 $ | -31,7 % |
| Adams Wealth Management | 6.895.368 $ | -4.279.599 $ | -38,3 % | 11.174.967 $ | -228.143 $ | -2,0 % | 11.403.110 $ | +167.956 $ | +1,5 % | 11.235.154 $ | -612.406 $ | -5,2 % |
| PFG Investments, LLC | 11.393.484 $ | +640.027 $ | +6,0 % | 10.753.457 $ | +1.071.239 $ | +11,1 % | 9.682.218 $ | -185.601 $ | -1,9 % | 9.867.819 $ | +527.351 $ | +5,6 % |
| Pinnacle Bancorp, Inc. | 11.380.754 $ | +515.407 $ | +4,7 % | 10.865.347 $ | +740.274 $ | +7,3 % | 10.125.073 $ | +105.495 $ | +1,1 % | 10.019.578 $ | +317.379 $ | +3,3 % |
| First Western Trust Bank | 11.371.046 $ | +1.594.895 $ | +16,3 % | 9.776.151 $ | +540.918 $ | +5,9 % | 9.235.233 $ | +374.708 $ | +4,2 % | 8.860.525 $ | +515.312 $ | +6,2 % |
| Ranch Capital Advisors Inc. | 11.330.905 $ | +1.290.624 $ | +12,9 % | 10.040.281 $ | +169.002 $ | +1,7 % | 9.871.279 $ | +737.601 $ | +8,1 % | 9.133.678 $ | +580.846 $ | +6,8 % |
| Leading Edge Financial Planning LLC | 11.315.686 $ | +759.722 $ | +7,2 % | 10.555.964 $ | +600.801 $ | +6,0 % | 9.955.163 $ | +949.287 $ | +10,5 % | 9.005.876 $ | +886.743 $ | +10,9 % |
| EPG Wealth Management LLC | 11.298.598 $ | +138.777 $ | +1,2 % | 11.159.821 $ | +168.582 $ | +1,5 % | 10.991.239 $ | +190.560 $ | +1,8 % | 10.800.679 $ | -1.773.077 $ | -14,1 % |
| Crabel Capital Management, LLC | 10.844.122 $ | -418.169 $ | -3,7 % | 11.262.291 $ | +1.123.870 $ | +11,1 % | 10.138.421 $ | -6.348.258 $ | -38,5 % | |||
| Mechanics Financial Corp | 11.250.707 $ | +732.572 $ | +7,0 % | 10.518.135 $ | +1.098.677 $ | +11,7 % | 9.419.458 $ | -46.744 $ | -0,5 % | 9.466.202 $ | +462.503 $ | +5,1 % |
| Echo45 Advisors LLC | 11.233.816 $ | +638.352 $ | +6,0 % | 10.595.464 $ | +295.738 $ | +2,9 % | 10.299.726 $ | +931.335 $ | +9,9 % | 9.368.391 $ | +515.948 $ | +5,8 % |
| LOOMIS SAYLES & CO L P | 7.047.441 $ | +224.764 $ | +3,3 % | 6.822.677 $ | -4.393.971 $ | -39,2 % | 11.216.648 $ | +5.721.580 $ | +104,1 % | |||
| Dai-ichi Life Holdings, Inc. | 11.189.535 $ | -6.254.815 $ | -35,9 % | |||||||||
| Cordoba Advisory Partners LLC | 11.174.573 $ | +582.154 $ | +5,5 % | 10.592.419 $ | +555.035 $ | +5,5 % | 10.037.384 $ | |||||
| SAPIENT CAPITAL LLC | 11.172.561 $ | +3.909.171 $ | +53,8 % | 7.263.390 $ | -14.565 $ | -0,2 % | 7.277.955 $ | +112.096 $ | +1,6 % | 7.165.859 $ | -530.690 $ | -6,9 % |
| EFG Private Wealth Management (Americas) Corp. | 11.163.652 $ | +1.920.512 $ | +20,8 % | |||||||||
| Zuckerman Investment Group, LLC | 11.156.205 $ | +872.604 $ | +8,5 % | 10.283.601 $ | +468.831 $ | +4,8 % | 9.814.770 $ | +1.385.457 $ | +16,4 % | |||
| VISTA INVESTMENT MANAGEMENT | 11.123.359 $ | +369.240 $ | +3,4 % | 10.754.119 $ | -369 $ | -0,0 % | 10.754.488 $ | +1.346.147 $ | +14,3 % | 9.408.341 $ | +375.849 $ | +4,2 % |
| TWO SIGMA SECURITIES, LLC | 5.071.566 $ | -693.081 $ | -12,0 % | 5.764.647 $ | -5.342.497 $ | -48,1 % | 11.107.144 $ | +6.025.542 $ | +118,6 % | 5.081.602 $ | -1.297.220 $ | -20,3 % |
| PW Nova Financial Services LLC | 11.096.094 $ | +3.125.645 $ | +39,2 % | 7.970.449 $ | +1.000.449 $ | +14,4 % | 6.970.000 $ | |||||
| Uniting Wealth Partners, LLC | 11.080.238 $ | +534.496 $ | +5,1 % | 10.545.742 $ | +2.505.820 $ | +31,2 % | 8.039.922 $ | |||||
| Belvedere Trading LLC | 9.489.971 $ | +2.722.317 $ | +40,2 % | 6.767.654 $ | -3.888.184 $ | -36,5 % | 10.655.838 $ | -419.986 $ | -3,8 % | 11.075.824 $ | +5.563.590 $ | +100,9 % |
| Main Line Retirement Advisors, LLC | 11.050.376 $ | +3.720.360 $ | +50,8 % | 7.330.016 $ | +21.747 $ | +0,3 % | 7.308.269 $ | |||||
| Axos Invest Inc. | 9.268.451 $ | -887.017 $ | -8,7 % | 10.155.468 $ | -500.779 $ | -4,7 % | 10.656.247 $ | -391.747 $ | -3,5 % | 11.047.994 $ | -994.913 $ | -8,3 % |
| Winthrop Capital Management, LLC | 10.047.000 $ | -20.000 $ | -0,2 % | 10.067.000 $ | -790.000 $ | -7,3 % | 10.857.000 $ | -186.000 $ | -1,7 % | 11.043.000 $ | +1.238.000 $ | +12,6 % |
| PRIVATE MANAGEMENT GROUP INC | 9.853.922 $ | -241.569 $ | -2,4 % | 10.095.491 $ | +441.530 $ | +4,6 % | 9.653.961 $ | -1.386.929 $ | -12,6 % | 11.040.890 $ | -88.474 $ | -0,8 % |
| Unconventional Investor, LLC | 9.504.902 $ | -1.497.725 $ | -13,6 % | 11.002.627 $ | +1.260.794 $ | +12,9 % | 9.741.833 $ | +3.766.926 $ | +63,0 % | 5.974.907 $ | +3.817.092 $ | +176,9 % |
| CRA Financial Services, LLC | 10.974.482 $ | +913.792 $ | +9,1 % | 10.060.690 $ | +172.416 $ | +1,7 % | 9.888.274 $ | +1.340.385 $ | +15,7 % | 8.547.889 $ | +2.217.898 $ | +35,0 % |
| ONTARIO TEACHERS PENSION PLAN BOARD | 10.966.935 $ | |||||||||||
| SMART Wealth LLC | 10.949.160 $ | +1.575.311 $ | +16,8 % | 9.373.849 $ | +399.083 $ | +4,4 % | 8.974.766 $ | +897.374 $ | +11,1 % | 8.077.392 $ | -7.255.316 $ | -47,3 % |
| KLINGENSTEIN FIELDS & CO LP | 10.943.476 $ | +1.163.187 $ | +11,9 % | 9.780.289 $ | +238.620 $ | +2,5 % | 9.541.669 $ | +7.685.366 $ | +414,0 % | 1.856.303 $ | ||
| Petix & Botte Co | 8.539.157 $ | -511.912 $ | -5,7 % | 9.051.069 $ | -471.844 $ | -5,0 % | 9.522.913 $ | -1.416.798 $ | -13,0 % | 10.939.711 $ | -847.163 $ | -7,2 % |
| RoundAngle Advisors LLC | 10.913.945 $ | +279.766 $ | +2,6 % | 10.634.179 $ | +386.166 $ | +3,8 % | 10.248.013 $ | -759 $ | -0,0 % | |||
| COMPASS CAPITAL CORP /MA/ /ADV | 10.904.634 $ | +315.136 $ | +3,0 % | 10.589.498 $ | -6.954 $ | -0,1 % | 10.596.452 $ | +1.322.605 $ | +14,3 % | 9.273.847 $ | +2.538.057 $ | +37,7 % |
| Accretive Wealth Partners, LLC | 10.901.456 $ | +4.843.837 $ | +80,0 % | 6.057.619 $ | -512.096 $ | -7,8 % | 6.569.715 $ | +897.751 $ | +15,8 % | 5.671.964 $ | +577.839 $ | +11,3 % |
| Operose Advisors LLC | 10.481.301 $ | +2.060.888 $ | +24,5 % | 8.420.413 $ | -2.479.404 $ | -22,7 % | 10.899.817 $ | +5.858.438 $ | +116,2 % | 5.041.379 $ | +403.381 $ | +8,7 % |
| Opes Wealth Management LLC | 10.892.597 $ | +1.196.953 $ | +12,3 % | 9.695.644 $ | +9.211.027 $ | +1.900,7 % | ||||||
| Kentucky Retirement Systems | 10.869.000 $ | |||||||||||
| Investments & Financial Planning, LLC | 9.881.014 $ | -893.560 $ | -8,3 % | 10.774.574 $ | -91.361 $ | -0,8 % | 10.865.935 $ | +3.941.399 $ | +56,9 % | 6.924.536 $ | +203.736 $ | +3,0 % |
| CAMBIENT FAMILY OFFICE, LLC | 10.838.236 $ | +421.333 $ | +4,0 % | 10.416.903 $ | +3.465.264 $ | +49,8 % | 6.951.639 $ | |||||
| Gateway Wealth Partners, LLC | 6.692.759 $ | -4.136.886 $ | -38,2 % | 10.829.645 $ | +7.795.215 $ | +256,9 % | 3.034.430 $ | -1.238.374 $ | -29,0 % | 4.272.804 $ | +271.808 $ | +6,8 % |
| INSIGNEO ADVISORY SERVICES, LLC | 10.807.122 $ | +2.344.628 $ | +27,7 % | 8.462.494 $ | -117.153 $ | -1,4 % | 8.579.647 $ | +2.883.479 $ | +50,6 % | 5.696.168 $ | +891.408 $ | +18,6 % |
| RAELIPSKIE PARTNERSHIP | 10.802.079 $ | +1.290.734 $ | +13,6 % | 9.511.345 $ | +298.159 $ | +3,2 % | 9.213.186 $ | +743.181 $ | +8,8 % | 8.470.005 $ | +198.754 $ | +2,4 % |
| HANCOCK WHITNEY CORP | 8.819.250 $ | -555.005 $ | -5,9 % | 9.374.255 $ | -1.418.938 $ | -13,1 % | 10.793.193 $ | +958.282 $ | +9,7 % | 9.834.911 $ | -5.284.256 $ | -35,0 % |
| First Pacific Financial | 10.580.864 $ | -211.405 $ | -2,0 % | 10.792.269 $ | +3.993.874 $ | +58,7 % | 6.798.395 $ | -49.295 $ | -0,7 % | 6.847.690 $ | -18.878.145 $ | -73,4 % |
| Mokosak Advisory Group, LLC | 10.757.452 $ | +1.084.456 $ | +11,2 % | 9.672.996 $ | +401.797 $ | +4,3 % | 9.271.199 $ | +563.019 $ | +6,5 % | 8.708.180 $ | +955.871 $ | +12,3 % |
| HORAN Wealth, LLC | 10.746.858 $ | +416.574 $ | +4,0 % | 10.330.284 $ | +1.544.465 $ | +17,6 % | 8.785.819 $ | +1.271.412 $ | +16,9 % | 7.514.407 $ | +2.650 $ | +0,0 % |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 10.706.118 $ | +1.031.758 $ | +10,7 % | 9.674.360 $ | -561.813 $ | -5,5 % | 10.236.173 $ | -507.383 $ | -4,7 % | 10.743.556 $ | -231.634 $ | -2,1 % |
| Axis Wealth Partners, LLC | 10.743.185 $ | +1.342.794 $ | +14,3 % | 9.400.391 $ | -148.844 $ | -1,6 % | 9.549.235 $ | +1.472.783 $ | +18,2 % | 8.076.452 $ | +1.643.429 $ | +25,5 % |
| Sollinda Capital Management LLC | 9.664.532 $ | +154.826 $ | +1,6 % | 9.509.706 $ | -511.394 $ | -5,1 % | 10.021.100 $ | -719.025 $ | -6,7 % | 10.740.125 $ | -41.773 $ | -0,4 % |
| Darrow Company, Inc. | 10.736.756 $ | +1.000.984 $ | +10,3 % | 9.735.772 $ | -766.110 $ | -7,3 % | 10.501.882 $ | +59.070 $ | +0,6 % | 10.442.812 $ | +1.144.679 $ | +12,3 % |
| Financial Gravity Companies, Inc. | 10.719.061 $ | +1.555.670 $ | +17,0 % | |||||||||
| Perennial Advisors, LLC | 10.481.879 $ | -72.564 $ | -0,7 % | 10.554.443 $ | -141.567 $ | -1,3 % | 10.696.010 $ | +211.871 $ | +2,0 % | 10.484.139 $ | +493.712 $ | +4,9 % |
| Trust Co | 10.695.204 $ | +159.944 $ | +1,5 % | 10.535.260 $ | +219.631 $ | +2,1 % | 10.315.629 $ | -27.866 $ | -0,3 % | 10.343.495 $ | +2.296.794 $ | +28,5 % |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 1.667.153 $ | +568.801 $ | +51,8 % | 1.098.352 $ | -9.595.544 $ | -89,7 % | 10.693.896 $ | +344.475 $ | +3,3 % | 10.349.421 $ | +488.306 $ | +5,0 % |
| Yeomans Consulting Group, Inc. | 10.673.026 $ | +4.909.177 $ | +85,2 % | 5.763.849 $ | +1.441.093 $ | +33,3 % | ||||||
| Econ Financial Services Corp | 334.785 $ | +3.834 $ | +1,2 % | 330.951 $ | -10.340.028 $ | -96,9 % | 10.670.979 $ | +409.087 $ | +4,0 % | |||
| Daiwa Securities Group Inc. | 10.666.415 $ | +25.107 $ | +0,2 % | 10.641.308 $ | +836.308 $ | +8,5 % | 9.805.000 $ | +190.000 $ | +2,0 % | 9.615.000 $ | +116.000 $ | +1,2 % |
| Redhawk Wealth Advisors, Inc. | 7.136.296 $ | -1.648.325 $ | -18,8 % | 8.784.621 $ | -1.874.762 $ | -17,6 % | 10.659.383 $ | +2.849.437 $ | +36,5 % | 7.809.946 $ | +4.807 $ | +0,1 % |
| Myriad Asset Management Advisors LLC | 10.639.000 $ | +6.349.688 $ | +148,0 % | 4.289.312 $ | ||||||||
| Investors Research Corp | 10.635.285 $ | +1.497.577 $ | +16,4 % | 9.137.708 $ | +5.875 $ | +0,1 % | 9.131.833 $ | +752.911 $ | +9,0 % | 8.378.922 $ | +1.421.294 $ | +20,4 % |
| Centennial Bank/AR/ | 10.602.064 $ | +2.320.086 $ | +28,0 % | 8.281.978 $ | +5.340.116 $ | +181,5 % | 2.941.862 $ | +246.314 $ | +9,1 % | 2.695.548 $ | -285.037 $ | -9,6 % |
| Westfuller Advisors, LLC | 10.588.992 $ | +7.786.898 $ | +277,9 % | 2.802.094 $ | -105.943 $ | -3,6 % | 2.908.037 $ | -266.941 $ | -8,4 % | 3.174.978 $ | +55.989 $ | +1,8 % |
| KINTRA WEALTH, LLC | 10.586.868 $ | +1.243.934 $ | +13,3 % | 9.342.934 $ | +8.078.735 $ | +639,0 % | 1.264.199 $ | |||||
| Englebert Financial Advisers, LLC | 9.929.054 $ | -655.346 $ | -6,2 % | 10.584.400 $ | +1.907.881 $ | +22,0 % | 8.676.519 $ | |||||
| Soltis Investment Advisors LLC | 10.431.775 $ | +201.042 $ | +2,0 % | 10.230.733 $ | -219.203 $ | -2,1 % | 10.449.936 $ | -133.068 $ | -1,3 % | 10.583.004 $ | -461.100 $ | -4,2 % |
| Fairfield University | 10.582.730 $ | |||||||||||
| Forza Wealth Management, LLC | 10.566.921 $ | +2.567.411 $ | +32,1 % | 7.999.510 $ | +767.917 $ | +10,6 % | 7.231.593 $ | -139.184 $ | -1,9 % | 7.370.777 $ | -608.449 $ | -7,6 % |
| Hughes Financial Services, LLC | 10.563.217 $ | +10.561.994 $ | +863.613,6 % | 1.223 $ | -6 $ | -0,5 % | 1.229 $ | -1.353 $ | -52,4 % | |||
| HOWARD FINANCIAL SERVICES, LTD. | 10.504.121 $ | +3.016.516 $ | +40,3 % | 7.487.605 $ | +4.580.911 $ | +157,6 % | 2.906.694 $ | +2.377.738 $ | +449,5 % | 528.956 $ | ||
| Entruity Wealth, LLC | 10.495.580 $ | |||||||||||
| StrongBox Wealth, LLC | 4.023.454 $ | -168.985 $ | -4,0 % | 4.192.439 $ | -861.134 $ | -17,0 % | 5.053.573 $ | -5.426.829 $ | -51,8 % | 10.480.402 $ | +771.196 $ | +7,9 % |
| Madison Asset Management, LLC | 1.271.553 $ | -5.914.457 $ | -82,3 % | 7.186.010 $ | -1.710.609 $ | -19,2 % | 8.896.619 $ | -1.577.778 $ | -15,1 % | 10.474.397 $ | +922.639 $ | +9,7 % |
| RHUMBLINE ADVISERS | 4.818.795 $ | +2.878.803 $ | +148,4 % | 1.939.992 $ | +1.041.128 $ | +115,8 % | 898.864 $ | -9.559.170 $ | -91,4 % | 10.458.034 $ | -19.321.609 $ | -64,9 % |
| AmeriServ Wealth Advisors | 4.469.679 $ | -2.045.088 $ | -31,4 % | 6.514.767 $ | -959.418 $ | -12,8 % | 7.474.185 $ | -2.974.344 $ | -28,5 % | 10.448.529 $ | -960.843 $ | -8,4 % |
| Litman Gregory Wealth Management LLC | 10.331.924 $ | -104.963 $ | -1,0 % | 10.436.887 $ | +1.206.968 $ | +13,1 % | ||||||
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 10.423.873 $ | +1.168.837 $ | +12,6 % | 9.255.036 $ | +236.295 $ | +2,6 % | 9.018.741 $ | -162.625 $ | -1,8 % | 9.181.366 $ | -784.063 $ | -7,9 % |
| SUCCESSION FINANCIAL, INC. | 10.421.298 $ | |||||||||||
| VCI Wealth Management LLC | 10.324.426 $ | -89.499 $ | -0,9 % | 10.413.925 $ | +953.264 $ | +10,1 % | 9.460.661 $ | +766.503 $ | +8,8 % | 8.694.158 $ | +582.839 $ | +7,2 % |
| Morningstar Investment Management LLC | 10.138.582 $ | +0 $ | +0,0 % | 10.138.582 $ | -90.418 $ | -0,9 % | 10.229.000 $ | -152.000 $ | -1,5 % | 10.381.000 $ | +2.093.000 $ | +25,3 % |
| Climber Capital SA | 10.377.748 $ | +1.006.261 $ | +10,7 % | 9.371.487 $ | -893.056 $ | -8,7 % | 10.264.543 $ | -1.392.282 $ | -11,9 % | |||
| B. Riley Wealth Advisors, Inc. | 9.425.359 $ | +750 $ | +0,0 % | 9.424.609 $ | -952.613 $ | -9,2 % | 10.377.222 $ | +723.652 $ | +7,5 % | 9.653.570 $ | -4.283.227 $ | -30,7 % |
| truNorth Financial Services, Inc. | 10.372.133 $ | +4.651.237 $ | +81,3 % | 5.720.896 $ | +751.070 $ | +15,1 % | 4.969.826 $ | |||||
| CULLEN/FROST BANKERS, INC. | 10.353.295 $ | +6.630.856 $ | +178,1 % | 3.722.439 $ | +953.458 $ | +34,4 % | 2.768.981 $ | +70.313 $ | +2,6 % | 2.698.668 $ | +1.599.440 $ | +145,5 % |
| LexAurum Advisors, LLC | 8.707.821 $ | -1.641.015 $ | -15,9 % | 10.348.836 $ | +2.645.109 $ | +34,3 % | 7.703.727 $ | +3.496.709 $ | +83,1 % | |||
| Guardian Wealth Management, Inc. | 10.317.310 $ | +1.499.643 $ | +17,0 % | 8.817.667 $ | +1.305.213 $ | +17,4 % | 7.512.454 $ | +1.416.586 $ | +23,2 % | 6.095.868 $ | +1.009.313 $ | +19,8 % |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | 8.449.840 $ | -302.896 $ | -3,5 % | 8.752.736 $ | -1.005.020 $ | -10,3 % | 9.757.756 $ | -540.745 $ | -5,3 % | 10.298.501 $ | -344.083 $ | -3,2 % |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 10.295.314 $ | +1.082.068 $ | +11,7 % | 9.213.246 $ | +760.580 $ | +9,0 % | 8.452.666 $ | +3.920.019 $ | +86,5 % | 4.532.647 $ | +876.569 $ | +24,0 % |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10.288.000 $ | +1.699.000 $ | +19,8 % | 8.589.000 $ | +289.000 $ | +3,5 % | 8.300.000 $ | -1.399.000 $ | -14,4 % | 9.699.000 $ | +1.000 $ | +0,0 % |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 10.287.985 $ | +1.814.889 $ | +21,4 % | 8.473.096 $ | +352.470 $ | +4,3 % | 8.120.626 $ | |||||
| BALLAST ADVISORS LLC | 10.271.739 $ | +10.186.222 $ | +11.911,3 % | 85.517 $ | ||||||||
| Gladwyn Financial Advisors, Inc. | 10.258.259 $ | +881.206 $ | +9,4 % | 9.377.053 $ | +190.044 $ | +2,1 % | 9.187.009 $ | +273.428 $ | +3,1 % | 8.913.581 $ | +504.383 $ | +6,0 % |
| CENTAURUS FINANCIAL, INC. | 10.257.000 $ | +1.638.000 $ | +19,0 % | 8.619.000 $ | +1.114.000 $ | +14,8 % | 7.505.000 $ | +535.000 $ | +7,7 % | 6.970.000 $ | +653.000 $ | +10,3 % |
| Milestone Investment Advisors LLC | 10.230.464 $ | +388.240 $ | +3,9 % | 9.842.224 $ | +238.709 $ | +2,5 % | 9.603.515 $ | +494.734 $ | +5,4 % | 9.108.781 $ | +387.556 $ | +4,4 % |
| Northstar Advisory Group, LLC | 7.465.485 $ | -2.763.422 $ | -27,0 % | 10.228.907 $ | ||||||||
| Finivi Inc. | 10.180.214 $ | -14.257 $ | -0,1 % | 10.194.471 $ | +1.902.222 $ | +22,9 % | 8.292.249 $ | |||||
| Cassaday & Co Wealth Management LLC | 10.175.089 $ | +1.278.419 $ | +14,4 % | 8.896.670 $ | +499.707 $ | +6,0 % | 8.396.963 $ | -240.656 $ | -2,8 % | 8.637.619 $ | +3.279.697 $ | +61,2 % |
| MFA WEALTH ADVISORS, LLC | 10.160.338 $ | +1.843.715 $ | +22,2 % | 8.316.623 $ | +7.632.553 $ | +1.115,8 % | 684.070 $ | |||||
| Madison Wealth Partners, Inc | 10.148.783 $ | +9.542.642 $ | +1.574,3 % | 606.141 $ | +150.513 $ | +33,0 % | 455.628 $ | |||||
| Keystone Global Partners, LLC | 4.339.327 $ | -1.387.839 $ | -24,2 % | 5.727.166 $ | -1.651.452 $ | -22,4 % | 7.378.618 $ | -2.751.581 $ | -27,2 % | 10.130.199 $ | -795.804 $ | -7,3 % |
| Global Assets Advisory, LLC | 10.120.533 $ | +9.569.570 $ | +1.736,9 % | 550.963 $ | -8.749.487 $ | -94,1 % | 9.300.450 $ | +1.540.018 $ | +19,8 % | 7.760.432 $ | +1.049.562 $ | +15,6 % |
| Values First Advisors, Inc. | 10.114.526 $ | +493.324 $ | +5,1 % | 9.621.202 $ | +137.932 $ | +1,5 % | 9.483.270 $ | +458.987 $ | +5,1 % | 9.024.283 $ | +1.518.086 $ | +20,2 % |
| Strategent Financial, LLC | 10.113.470 $ | +1.858.054 $ | +22,5 % | 8.255.416 $ | +3.542.814 $ | +75,2 % | 4.712.602 $ | +1.678.619 $ | +55,3 % | 3.033.983 $ | +608.994 $ | +25,1 % |
| DEARBORN PARTNERS LLC | 10.088.313 $ | +6.248.242 $ | +162,7 % | 3.840.071 $ | -880.164 $ | -18,6 % | 4.720.235 $ | -372.922 $ | -7,3 % | 5.093.157 $ | -292.885 $ | -5,4 % |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 10.088.136 $ | +422.438 $ | +4,4 % | 9.665.698 $ | +2.185.665 $ | +29,2 % | 7.480.033 $ | +43.031 $ | +0,6 % | 7.437.002 $ | +847.218 $ | +12,9 % |
| Segment Wealth Management, LLC | 10.082.718 $ | +1.785.415 $ | +21,5 % | 8.297.303 $ | -494.652 $ | -5,6 % | 8.791.955 $ | +223.420 $ | +2,6 % | 8.568.535 $ | -2.897.980 $ | -25,3 % |
| Kingdom Financial Group LLC. | 10.079.415 $ | +2.050.748 $ | +25,5 % | 8.028.667 $ | -1.273.364 $ | -13,7 % | 9.302.031 $ | +5.873.041 $ | +171,3 % | 3.428.990 $ | +1.486.888 $ | +76,6 % |
| IMZ Advisory Inc | 10.070.482 $ | +596.328 $ | +6,3 % | 9.474.154 $ | +304.927 $ | +3,3 % | 9.169.227 $ | +306.378 $ | +3,5 % | 8.862.849 $ | +228.693 $ | +2,6 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 10.045.858 $ | +1.741.854 $ | +21,0 % | 8.304.004 $ | +145.607 $ | +1,8 % | 8.158.397 $ | +179.691 $ | +2,3 % | 7.978.706 $ | +354.022 $ | +4,6 % |
| Coastline Trust Co | 10.030.193 $ | +1.117.648 $ | +12,5 % | 8.912.545 $ | -240.327 $ | -2,6 % | 9.152.872 $ | -223.001 $ | -2,4 % | 9.375.873 $ | +318.212 $ | +3,5 % |
| Global Endowment Management, LP | 10.028.000 $ | +7.349.000 $ | +274,3 % | 2.679.000 $ | -4.341 $ | -0,2 % | 2.683.341 $ | +9.834 $ | +0,4 % | |||
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 10.019.449 $ | +1.232.950 $ | +14,0 % | 8.786.499 $ | +156.527 $ | +1,8 % | 8.629.972 $ | +413.913 $ | +5,0 % | 8.216.059 $ | +1.132.702 $ | +16,0 % |
| Stonehage Fleming Financial Services Holdings Ltd | 10.005.873 $ | +543.571 $ | +5,7 % | 9.462.302 $ | +2.799.660 $ | +42,0 % | 6.662.642 $ | -2.596.689 $ | -28,0 % | 9.259.331 $ | +1.295.560 $ | +16,3 % |
| F/m Investments LLC | 9.994.476 $ | +1.580.427 $ | +18,8 % | 8.414.049 $ | -570.385 $ | -6,3 % | 8.984.434 $ | +219.031 $ | +2,5 % | 8.765.403 $ | -3.009.683 $ | -25,6 % |
| Holos Integrated Wealth LLC | 9.982.050 $ | +2.030.661 $ | +25,5 % | 7.951.389 $ | +1.026.017 $ | +14,8 % | 6.925.372 $ | +6.885.507 $ | +17.272,1 % | 39.865 $ | +159 $ | +0,4 % |
| Financial Gravity Asset Management, Inc. | 9.981.924 $ | +37.614 $ | +0,4 % | 9.944.310 $ | +153.969 $ | +1,6 % | 9.790.341 $ | |||||
| LFA - Lugano Financial Advisors SA | 9.960.985 $ | +1.456.864 $ | +17,1 % | 8.504.121 $ | +525.832 $ | +6,6 % | 7.978.289 $ | -62.405 $ | -0,8 % | 8.040.694 $ | +409.882 $ | +5,4 % |
| SigFig Wealth Management, LLC | 9.960.379 $ | +1.266.472 $ | +14,6 % | 8.693.907 $ | +701.565 $ | +8,8 % | 7.992.342 $ | +90.005 $ | +1,1 % | 7.902.337 $ | +325.121 $ | +4,3 % |
| Florin Court Capital LLP | 6.002.549 $ | +3.419.471 $ | +132,4 % | 2.583.078 $ | -6.421.830 $ | -71,3 % | 9.004.908 $ | -928.149 $ | -9,3 % | 9.933.057 $ | +1.774.852 $ | +21,8 % |
| Plancorp, LLC | 9.921.070 $ | +7.008.550 $ | +240,6 % | 2.912.520 $ | +624.757 $ | +27,3 % | 2.287.763 $ | +1.043.539 $ | +83,9 % | 1.244.224 $ | -199.350 $ | -13,8 % |
| STABLEFORD CAPITAL II LLC | 6.412.639 $ | -3.500.669 $ | -35,3 % | 9.913.308 $ | +2.772.179 $ | +38,8 % | 7.141.129 $ | -1.767.945 $ | -19,8 % | 8.909.074 $ | +3.498.246 $ | +64,7 % |
| VERUS CAPITAL PARTNERS, LLC | 9.863.460 $ | +2.813.112 $ | +39,9 % | 7.050.348 $ | +904.646 $ | +14,7 % | 6.145.702 $ | +750.107 $ | +13,9 % | 5.395.595 $ | +476.187 $ | +9,7 % |
| WOODMONT INVESTMENT COUNSEL LLC | 9.600.952 $ | -112.075 $ | -1,2 % | 9.713.027 $ | +107.785 $ | +1,1 % | 9.605.242 $ | -240.409 $ | -2,4 % | 9.845.651 $ | +494.284 $ | +5,3 % |
| Financial Advisory Corp | 9.803.293 $ | +1.395.126 $ | +16,6 % | 8.408.167 $ | +345.259 $ | +4,3 % | 8.062.908 $ | -108.955 $ | -1,3 % | 8.171.863 $ | +827.358 $ | +11,3 % |
| TME FINANCIAL, INC. | 9.240.233 $ | +1.016.867 $ | +12,4 % | 8.223.366 $ | -558.379 $ | -6,4 % | 8.781.745 $ | -1.020.666 $ | -10,4 % | 9.802.411 $ | +544.539 $ | +5,9 % |
| Obsidian Personal Planning Solutions LLC | 9.800.260 $ | +429.860 $ | +4,6 % | |||||||||
| LBJ Family Wealth Advisors, Ltd. | 9.796.000 $ | +1.650.000 $ | +20,3 % | 8.146.000 $ | +105.000 $ | +1,3 % | 8.041.000 $ | +465.000 $ | +6,1 % | 7.576.000 $ | +975.000 $ | +14,8 % |
| MorganRosel Wealth Management, LLC | 6.764.377 $ | +385.018 $ | +6,0 % | 6.379.359 $ | -3.403.218 $ | -34,8 % | 9.782.577 $ | +179.769 $ | +1,9 % | 9.602.808 $ | +340.011 $ | +3,7 % |
| OAK FAMILY ADVISORS, LLC | 9.774.016 $ | +34.096 $ | +0,4 % | 9.739.920 $ | +6.532.027 $ | +203,6 % | 3.207.893 $ | +89.967 $ | +2,9 % | 3.117.926 $ | +589.093 $ | +23,3 % |
| Almanack Investment Partners, LLC. | 9.764.461 $ | +6.227.102 $ | +176,0 % | 3.537.359 $ | +168.193 $ | +5,0 % | 3.369.166 $ | -783.810 $ | -18,9 % | 4.152.976 $ | -21.095.251 $ | -83,6 % |
| Fortune Financial Advisors, LLC | 9.761.140 $ | +877.531 $ | +9,9 % | 8.883.609 $ | +432.154 $ | +5,1 % | 8.451.455 $ | +412.387 $ | +5,1 % | 8.039.068 $ | +270.330 $ | +3,5 % |
| FLORIDA FINANCIAL ADVISORS, LLC | 9.155.371 $ | +963.336 $ | +11,8 % | 8.192.035 $ | -1.563.855 $ | -16,0 % | 9.755.890 $ | +413.031 $ | +4,4 % | 9.342.859 $ | +1.298.038 $ | +16,1 % |
| Coston, McIsaac & Partners | 9.745.000 $ | +537.000 $ | +5,8 % | 9.208.000 $ | +691.000 $ | +8,1 % | 8.517.000 $ | +421.000 $ | +5,2 % | 8.096.000 $ | +746.000 $ | +10,1 % |
| Destination Wealth Management | 9.320.018 $ | -402.257 $ | -4,1 % | 9.722.275 $ | +130.519 $ | +1,4 % | 9.591.756 $ | +653.758 $ | +7,3 % | |||
| Boulder Wealth Advisors, LLC | 9.706.316 $ | +5.714.117 $ | +143,1 % | 3.992.199 $ | ||||||||
| Sightline Wealth Advisors, LLC | 9.705.306 $ | +401.712 $ | +4,3 % | 9.303.594 $ | +450.678 $ | +5,1 % | 8.852.916 $ | +875.975 $ | +11,0 % | 7.976.941 $ | +2.647 $ | +0,0 % |
| ENCOMPASS WEALTH ADVISORS, LLC | 9.673.528 $ | +1.425.990 $ | +17,3 % | 8.247.538 $ | -59.444 $ | -0,7 % | 8.306.982 $ | +791.877 $ | +10,5 % | 7.515.105 $ | +565.303 $ | +8,1 % |
| JAMES INVESTMENT RESEARCH, INC. | 9.431.889 $ | -42.803 $ | -0,5 % | 9.474.692 $ | -187.488 $ | -1,9 % | 9.662.180 $ | +25.339 $ | +0,3 % | 9.636.841 $ | -295.177 $ | -3,0 % |
| Compass Ion Advisors, LLC | 9.432.715 $ | +385.598 $ | +4,3 % | 9.047.117 $ | -430.187 $ | -4,5 % | 9.477.304 $ | -180.596 $ | -1,9 % | 9.657.900 $ | +883.470 $ | +10,1 % |
| Clear Creek Financial Management, LLC | 6.080.928 $ | +1.767.729 $ | +41,0 % | 4.313.199 $ | -3.460.107 $ | -44,5 % | 7.773.306 $ | -1.883.559 $ | -19,5 % | 9.656.865 $ | -1.920.653 $ | -16,6 % |
| SILVERLAKE WEALTH MANAGEMENT LLC | 9.651.296 $ | +1.124.451 $ | +13,2 % | 8.526.845 $ | +2.461.878 $ | +40,6 % | 6.064.967 $ | +1.173.425 $ | +24,0 % | 4.891.542 $ | +4.017.618 $ | +459,7 % |
| Divergent Planning, LLC | 9.647.937 $ | +97.460 $ | +1,0 % | 9.550.477 $ | +1.858.705 $ | +24,2 % | ||||||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 5.722.075 $ | -120.502 $ | -2,1 % | 5.842.577 $ | +582.101 $ | +11,1 % | 5.260.476 $ | -4.370.212 $ | -45,4 % | 9.630.688 $ | +8.972.801 $ | +1.363,9 % |
| SVRN Asset Management, LLC | 9.628.919 $ | +1.177.361 $ | +13,9 % | 8.451.558 $ | +53.925 $ | +0,6 % | 8.397.633 $ | |||||
| Plum Street Advisors, LLC | 9.624.843 $ | +260.043 $ | +2,8 % | 9.364.800 $ | +621.774 $ | +7,1 % | 8.743.026 $ | +520.277 $ | +6,3 % | 8.222.749 $ | +2.079.101 $ | +33,8 % |
| EQ LLC | 9.615.980 $ | +1.770.398 $ | +22,6 % | 7.845.582 $ | +574.030 $ | +7,9 % | 7.271.552 $ | +243.356 $ | +3,5 % | 7.028.196 $ | +733.874 $ | +11,7 % |
| Kera Capital Partners, Inc. | 9.584.430 $ | +2.455.259 $ | +34,4 % | 7.129.171 $ | -49.310 $ | -0,7 % | 7.178.481 $ | +1.049.360 $ | +17,1 % | 6.129.121 $ | -3.066.646 $ | -33,3 % |
| Advyzon Investment Management, LLC | 9.575.674 $ | +3.523.438 $ | +58,2 % | 6.052.236 $ | +990.130 $ | +19,6 % | 5.062.106 $ | +813.746 $ | +19,2 % | |||
| PINNACLE ASSOCIATES LTD | 9.555.988 $ | +670.605 $ | +7,5 % | 8.885.383 $ | -221.545 $ | -2,4 % | 9.106.928 $ | -9.452 $ | -0,1 % | 9.116.380 $ | +433.782 $ | +5,0 % |
| Blueprint Investment Partners LLC | 5.340.225 $ | -4.192.712 $ | -44,0 % | 9.532.937 $ | +6.742.896 $ | +241,7 % | 2.790.041 $ | |||||
| Northern Lights Advisors, Inc. | 9.528.637 $ | +1.356.569 $ | +16,6 % | 8.172.068 $ | +399.860 $ | +5,1 % | 7.772.208 $ | |||||
| Good Harbor Advisors, Inc. | 9.511.620 $ | +472.958 $ | +5,2 % | 9.038.662 $ | +424.609 $ | +4,9 % | 8.614.053 $ | |||||
| Impact Investors, Inc | 8.456.169 $ | -1.039.213 $ | -10,9 % | 9.495.382 $ | +1.772.845 $ | +23,0 % | 7.722.537 $ | +2.102.731 $ | +37,4 % | 5.619.806 $ | -2.742.019 $ | -32,8 % |
| SWS Partners | 9.415.107 $ | -19.172 $ | -0,2 % | 9.434.279 $ | +1.079.357 $ | +12,9 % | 8.354.922 $ | +237.640 $ | +2,9 % | 8.117.282 $ | +563.224 $ | +7,5 % |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 9.433.493 $ | +743.162 $ | +8,6 % | 8.690.331 $ | +1.575.700 $ | +22,1 % | ||||||
| Landmark Wealth Management, LLC | 9.426.303 $ | +423.329 $ | +4,7 % | 9.002.974 $ | +1.813.286 $ | +25,2 % | 7.189.688 $ | +415.784 $ | +6,1 % | 6.773.904 $ | +385.904 $ | +6,0 % |
| GEM Asset Management, LLC | 9.421.069 $ | +768.756 $ | +8,9 % | 8.652.313 $ | +608.958 $ | +7,6 % | 8.043.355 $ | +1.318.321 $ | +19,6 % | 6.725.034 $ | +1.050.804 $ | +18,5 % |
| Wealthstream Advisors, Inc. | 9.406.855 $ | +202.574 $ | +2,2 % | |||||||||
| Pekin Hardy Strauss, Inc. | 9.394.810 $ | +1.438.627 $ | +18,1 % | 7.956.183 $ | +3.309.582 $ | +71,2 % | 4.646.601 $ | +1.851.404 $ | +66,2 % | 2.795.197 $ | -1.381.456 $ | -33,1 % |
| First American Bank | 9.389.709 $ | +1.380.907 $ | +17,2 % | 8.008.802 $ | +1.111.177 $ | +16,1 % | 6.897.625 $ | +5.181 $ | +0,1 % | 6.892.444 $ | +397.859 $ | +6,1 % |
| Greenwich Wealth Management LLC | 7.042.000 $ | -962.000 $ | -12,0 % | 8.004.000 $ | -1.357.000 $ | -14,5 % | 9.361.000 $ | +2.636.000 $ | +39,2 % | 6.725.000 $ | -92.000 $ | -1,3 % |
| Parkway Wealth Management Group, LLC | 9.349.806 $ | +902.489 $ | +10,7 % | 8.447.317 $ | -506.547 $ | -5,7 % | 8.953.864 $ | |||||
| Centurion Wealth Management LLC | 8.305.426 $ | -782.846 $ | -8,6 % | 9.088.272 $ | -4.317 $ | -0,0 % | 9.092.589 $ | -230.922 $ | -2,5 % | 9.323.511 $ | +4.326.807 $ | +86,6 % |
| VestGen Advisors, LLC | 9.084.452 $ | -227.590 $ | -2,4 % | 9.312.042 $ | +1.907.900 $ | +25,8 % | 7.404.142 $ | +5.010.262 $ | +209,3 % | 2.393.880 $ | +82.255 $ | +3,6 % |
| JEPPSON WEALTH MANAGEMENT, LLC | 8.896.353 $ | -35.612 $ | -0,4 % | 8.931.965 $ | +44.640 $ | +0,5 % | 8.887.325 $ | -418.591 $ | -4,5 % | 9.305.916 $ | +476.619 $ | +5,4 % |
| ASSET PLANNING SERVICES INC /LA/ /ADV | 6.723.000 $ | -462.000 $ | -6,4 % | 7.185.000 $ | -860.000 $ | -10,7 % | 8.045.000 $ | -1.248.000 $ | -13,4 % | 9.293.000 $ | +1.003.000 $ | +12,1 % |
| ASHTON THOMAS SECURITIES, LLC | 9.167.800 $ | +4.743 $ | +0,1 % | 9.163.057 $ | -114.277 $ | -1,2 % | 9.277.334 $ | +480.435 $ | +5,5 % | 8.796.899 $ | +135.760 $ | +1,6 % |
| WASHINGTON TRUST Co | 8.582.239 $ | -608.757 $ | -6,6 % | 9.190.996 $ | -8.175 $ | -0,1 % | 9.199.171 $ | -67.060 $ | -0,7 % | 9.266.231 $ | -645.636 $ | -6,5 % |
| AGF MANAGEMENT LTD | 8.052.949 $ | -893.091 $ | -10,0 % | 8.946.040 $ | -307.334 $ | -3,3 % | 9.253.374 $ | +83.515 $ | +0,9 % | 9.169.859 $ | -9.934 $ | -0,1 % |
| Ackerman Capital Advisors, LLC | 9.186.070 $ | +95.933 $ | +1,1 % | 9.090.137 $ | +534.844 $ | +6,3 % | 8.555.293 $ | +830.889 $ | +10,8 % | 7.724.404 $ | +539.383 $ | +7,5 % |
| Stanich Group LLC | 9.166.091 $ | |||||||||||
| WEALTHSPAN PARTNERS, LLC | 8.812.396 $ | -325.788 $ | -3,6 % | 9.138.184 $ | -20.004 $ | -0,2 % | 9.158.188 $ | +1.738.305 $ | +23,4 % | 7.419.883 $ | +1.876.290 $ | +33,8 % |
| VAN ECK ASSOCIATES CORP | 9.144.000 $ | -46.128.000 $ | -83,5 % | |||||||||
| Thrive Capital Management, LLC | 9.138.408 $ | +2.055.722 $ | +29,0 % | 7.082.686 $ | -571.595 $ | -7,5 % | 7.654.281 $ | -312.607 $ | -3,9 % | 7.966.888 $ | +1.580.864 $ | +24,8 % |
| ENDEAVOR PRIVATE WEALTH, INC. | 7.145.205 $ | -37.647 $ | -0,5 % | 7.182.852 $ | -1.951.850 $ | -21,4 % | 9.134.702 $ | +265.982 $ | +3,0 % | 8.868.720 $ | +7.640.693 $ | +622,2 % |
| Inspire Advisors, LLC | 9.132.080 $ | +2.686.236 $ | +41,7 % | 6.445.844 $ | +1.055.213 $ | +19,6 % | 5.390.631 $ | +1.170.369 $ | +27,7 % | 4.220.262 $ | +462.555 $ | +12,3 % |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 9.109.909 $ | +367.337 $ | +4,2 % | 8.742.572 $ | +3.864.822 $ | +79,2 % | 4.877.750 $ | +423.320 $ | +9,5 % | 4.454.430 $ | -3.511.031 $ | -44,1 % |
| 4WEALTH ADVISORS, INC. | 9.109.211 $ | +307.705 $ | +3,5 % | 8.801.506 $ | +440.830 $ | +5,3 % | 8.360.676 $ | -5.519 $ | -0,1 % | 8.366.195 $ | +620.856 $ | +8,0 % |
| XTX Topco Ltd | 4.300.472 $ | -4.801.977 $ | -52,8 % | 9.102.449 $ | +5.238.712 $ | +135,6 % | 3.863.737 $ | +1.630.296 $ | +73,0 % | 2.233.441 $ | -7.089.119 $ | -76,0 % |
| PYA Waltman Capital, LLC | 9.095.188 $ | +458.989 $ | +5,3 % | 8.636.199 $ | +2.442.447 $ | +39,4 % | 6.193.752 $ | -30.670 $ | -0,5 % | 6.224.422 $ | -463.377 $ | -6,9 % |
| Atlantic Edge Private Wealth Management, LLC | 7.596.940 $ | -1.017.470 $ | -11,8 % | 8.614.410 $ | -140.146 $ | -1,6 % | 8.754.556 $ | -335.983 $ | -3,7 % | 9.090.539 $ | -71.618 $ | -0,8 % |
| Andina Capital Management, LLC | 2.973.314 $ | -3.049.372 $ | -50,6 % | 6.022.686 $ | -3.060.779 $ | -33,7 % | 9.083.465 $ | +47.724 $ | +0,5 % | 9.035.741 $ | -1.595.286 $ | -15,0 % |
| GUIDANCE CAPITAL, INC | 6.999.923 $ | +213.580 $ | +3,1 % | 6.786.343 $ | -2.277.978 $ | -25,1 % | 9.064.321 $ | +447.687 $ | +5,2 % | 8.616.634 $ | +155.993 $ | +1,8 % |
| Kaufman Rossin Wealth, LLC | 9.051.123 $ | +1.325.239 $ | +17,2 % | 7.725.884 $ | +1.778.304 $ | +29,9 % | 5.947.580 $ | +473.126 $ | +8,6 % | 5.474.454 $ | +817.966 $ | +17,6 % |
| APS Management Group, Inc. | 1.186.856 $ | +76.283 $ | +6,9 % | 1.110.573 $ | -1.342.722 $ | -54,7 % | 2.453.295 $ | -6.592.622 $ | -72,9 % | 9.045.917 $ | ||
| Baron Wealth Management LLC | 9.019.765 $ | +2.483.535 $ | +38,0 % | 6.536.230 $ | +2.788.905 $ | +74,4 % | 3.747.325 $ | +3.519.796 $ | +1.547,0 % | 227.529 $ | +24.655 $ | +12,2 % |
| Allegheny Financial Group | 8.996.646 $ | +1.648.959 $ | +22,4 % | 7.347.687 $ | -10.197 $ | -0,1 % | 7.357.884 $ | +890.590 $ | +13,8 % | 6.467.294 $ | +285.299 $ | +4,6 % |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 6.482.040 $ | -2.504.294 $ | -27,9 % | 8.986.334 $ | +2.487.369 $ | +38,3 % | ||||||
| J.E. Simmons & Co., P.C. | 532.978 $ | -8.450.241 $ | -94,1 % | 8.983.219 $ | ||||||||
| Midwest Financial Network, LLC | 6.131.239 $ | -452.776 $ | -6,9 % | 6.584.015 $ | -2.389.395 $ | -26,6 % | 8.973.410 $ | +127.976 $ | +1,4 % | 8.845.434 $ | +2.191.244 $ | +32,9 % |
| Wilmington Savings Fund Society, FSB | 8.961.271 $ | +306.049 $ | +3,5 % | 8.655.222 $ | -121.543 $ | -1,4 % | 8.776.765 $ | -48.968 $ | -0,6 % | 8.825.733 $ | -3.599.671 $ | -29,0 % |
| NWAM LLC | 8.669.612 $ | -285.581 $ | -3,2 % | 8.955.193 $ | +1.000.360 $ | +12,6 % | 7.954.833 $ | -4.415 $ | -0,1 % | 7.959.248 $ | +535.947 $ | +7,2 % |
| Goldstone Financial Group, LLC | 7.581.158 $ | -1.178.569 $ | -13,5 % | 8.759.727 $ | -192.296 $ | -2,1 % | 8.952.023 $ | +297.231 $ | +3,4 % | 8.654.792 $ | -2.407.214 $ | -21,8 % |
| RITHOLTZ WEALTH MANAGEMENT | 8.946.626 $ | +1.349.508 $ | +17,8 % | 7.597.118 $ | +676.625 $ | +9,8 % | 6.920.493 $ | +408.623 $ | +6,3 % | 6.511.870 $ | -335.715 $ | -4,9 % |
| Junk Investment Group, LLC | 8.935.964 $ | +1.635.900 $ | +22,4 % | 7.300.064 $ | ||||||||
| CLARIS ADVISORS, LLC / MO / | 8.920.948 $ | +2.003.254 $ | +29,0 % | 6.917.694 $ | +443.803 $ | +6,9 % | 6.473.891 $ | +2.131.998 $ | +49,1 % | 4.341.893 $ | +72.708 $ | +1,7 % |
| Cambridge Financial Group, LLC | 3.424.525 $ | -1.259.590 $ | -26,9 % | 4.684.115 $ | -2.281.903 $ | -32,8 % | 6.966.018 $ | -1.948.234 $ | -21,9 % | 8.914.252 $ | +4.369.168 $ | +96,1 % |
| ONE Advisory Partners, LLC | 8.909.246 $ | +771.701 $ | +9,5 % | 8.137.545 $ | +396.719 $ | +5,1 % | 7.740.826 $ | -8.779 $ | -0,1 % | 7.749.605 $ | +790.006 $ | +11,4 % |
| Aegis Wealth Management LLC | 8.898.910 $ | +645.265 $ | +7,8 % | 8.253.645 $ | +246.602 $ | +3,1 % | 8.007.043 $ | +796.884 $ | +11,1 % | 7.210.159 $ | -163.816 $ | -2,2 % |
| Forum Private Client Group LLC | 8.895.199 $ | +1.792.322 $ | +25,2 % | 7.102.877 $ | +395.689 $ | +5,9 % | 6.707.188 $ | +1.382.372 $ | +26,0 % | 5.324.816 $ | +923.375 $ | +21,0 % |
| Arete Wealth Advisors, LLC | 6.416.207 $ | -2.470.127 $ | -27,8 % | 8.886.334 $ | +587.483 $ | +7,1 % | 8.298.851 $ | -425.149 $ | -4,9 % | 8.724.000 $ | +1.326.000 $ | +17,9 % |
| Guardian Wealth Management, LLC | 8.803.623 $ | -75.958 $ | -0,9 % | 8.879.581 $ | +1.101.732 $ | +14,2 % | 7.777.849 $ | |||||
| Titan Investment Management LLC | 8.862.692 $ | +530.039 $ | +6,4 % | 8.332.653 $ | +182.670 $ | +2,2 % | 8.149.983 $ | |||||
| CULBERTSON A N & CO INC | 8.806.749 $ | +152.394 $ | +1,8 % | 8.654.355 $ | -172.413 $ | -2,0 % | 8.826.768 $ | -26.709 $ | -0,3 % | 8.853.477 $ | +109.843 $ | +1,3 % |
| Aries Wealth Management | 8.830.950 $ | +461.752 $ | +5,5 % | 8.369.198 $ | +108.068 $ | +1,3 % | 8.261.130 $ | +1.029.986 $ | +14,2 % | 7.231.144 $ | +223.607 $ | +3,2 % |
| IMA Advisory Services, Inc. | 8.829.721 $ | +8.764.916 $ | +13.525,1 % | 64.805 $ | -337 $ | -0,5 % | 65.142 $ | -55.794 $ | -46,1 % | 120.936 $ | +64.077 $ | +112,7 % |
| Tradition Wealth Management, LLC | 8.828.740 $ | +839.081 $ | +10,5 % | 7.989.659 $ | -576.518 $ | -6,7 % | 8.566.177 $ | +171.582 $ | +2,0 % | 8.394.595 $ | -522.141 $ | -5,9 % |
| Capasso Planning Partners LLC | 8.792.877 $ | +21.591 $ | +0,2 % | 8.771.286 $ | +221.624 $ | +2,6 % | 8.549.662 $ | +552.739 $ | +6,9 % | 7.996.923 $ | -84.809 $ | -1,0 % |
| Odyssey Group, LLC | 8.784.062 $ | |||||||||||
| Werba Rubin Papier Wealth Management | 8.753.078 $ | +2.687.609 $ | +44,3 % | 6.065.469 $ | +4.214.953 $ | +227,8 % | 1.850.516 $ | +1.083.296 $ | +141,2 % | 767.220 $ | +304.858 $ | +65,9 % |
| EVERMAY WEALTH MANAGEMENT LLC | 8.732.203 $ | +6.980.093 $ | +398,4 % | 1.752.110 $ | +1.014.906 $ | +137,7 % | 737.204 $ | +373.102 $ | +102,5 % | 364.102 $ | +45.462 $ | +14,3 % |
| Partners in Financial Planning | 8.721.196 $ | +75.059 $ | +0,9 % | 8.646.137 $ | +199.922 $ | +2,4 % | 8.446.215 $ | +964.929 $ | +12,9 % | 7.481.286 $ | +817.480 $ | +12,3 % |
| Horizon Investments, LLC | 1.468.544 $ | -7.242.954 $ | -83,1 % | 8.711.498 $ | +7.599.325 $ | +683,3 % | 1.112.173 $ | +120.541 $ | +12,2 % | 991.632 $ | -3.744.491 $ | -79,1 % |
| Vistica Wealth Advisors, LLC | 8.681.342 $ | +1.184.489 $ | +15,8 % | 7.496.853 $ | +379.753 $ | +5,3 % | 7.117.100 $ | |||||
| CHESAPEAKE CAPITAL CORP /IL/ | 8.652.441 $ | +2.946.377 $ | +51,6 % | 5.706.064 $ | +2.527.437 $ | +79,5 % | 3.178.627 $ | -10.020 $ | -0,3 % | 3.188.647 $ | ||
| FIRST HAWAIIAN BANK | 7.865.163 $ | +147.285 $ | +1,9 % | 7.717.878 $ | -116.527 $ | -1,5 % | 7.834.405 $ | -809.326 $ | -9,4 % | 8.643.731 $ | +1.422.499 $ | +19,7 % |
| First Heartland Consultants, Inc. | 8.602.154 $ | +2.213.716 $ | +34,7 % | 6.388.438 $ | +1.390.833 $ | +27,8 % | 4.997.605 $ | -15.281 $ | -0,3 % | 5.012.886 $ | -336.629 $ | -6,3 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7.422.542 $ | -237.600 $ | -3,1 % | 7.660.142 $ | +163.826 $ | +2,2 % | 7.496.316 $ | -1.096.513 $ | -12,8 % | 8.592.829 $ | +454.112 $ | +5,6 % |
| EQUITY INVESTMENT CORP | 8.355.989 $ | -231.132 $ | -2,7 % | 8.587.121 $ | +58.241 $ | +0,7 % | 8.528.880 $ | +70.135 $ | +0,8 % | 8.458.745 $ | +173.538 $ | +2,1 % |
| Coastal Bridge Advisors, LLC | 7.527.701 $ | -1.055.287 $ | -12,3 % | 8.582.988 $ | +484.817 $ | +6,0 % | 8.098.171 $ | +389.708 $ | +5,1 % | 7.708.463 $ | +1.164.496 $ | +17,8 % |
| MCF Advisors LLC | 8.572.779 $ | +644.687 $ | +8,1 % | 7.928.092 $ | -134.459 $ | -1,7 % | 8.062.551 $ | +7.787.195 $ | +2.828,0 % | 275.356 $ | +17.628 $ | +6,8 % |
| Councilor Wealth, LLC | 8.563.164 $ | +3.212.074 $ | +60,0 % | 5.351.090 $ | ||||||||
| MetLife Investment Management, LLC | 7.727.341 $ | +929.215 $ | +13,7 % | 6.798.126 $ | +122.374 $ | +1,8 % | 6.675.752 $ | -1.881.875 $ | -22,0 % | 8.557.627 $ | -8.178.893 $ | -48,9 % |
| Bogart Wealth, LLC | 8.553.159 $ | +1.682.626 $ | +24,5 % | 6.870.533 $ | +376.729 $ | +5,8 % | 6.493.804 $ | +130.112 $ | +2,0 % | 6.363.692 $ | +853.022 $ | +15,5 % |
| Bouvel Investment Partners, LLC | 8.538.146 $ | |||||||||||
| Investment Research & Advisory Group, Inc. | 8.534.077 $ | +716.907 $ | +9,2 % | 7.817.170 $ | -308.934 $ | -3,8 % | 8.126.104 $ | -376.038 $ | -4,4 % | 8.502.142 $ | +1.219.115 $ | +16,7 % |
| Texas Capital Bank Wealth Management Services Inc | 8.508.019 $ | +2.946.808 $ | +53,0 % | 5.561.211 $ | -35.832 $ | -0,6 % | 5.597.043 $ | -738.303 $ | -11,7 % | 6.335.346 $ | +639.026 $ | +11,2 % |
| CERTUITY, LLC | 7.539.996 $ | -952.378 $ | -11,2 % | 8.492.374 $ | +1.942.668 $ | +29,7 % | 6.549.706 $ | -93.063 $ | -1,4 % | 6.642.769 $ | +628.528 $ | +10,5 % |
| Pinnacle Wealth Management Group, Inc. | 7.426.764 $ | +28.020 $ | +0,4 % | 7.398.744 $ | -1.093.263 $ | -12,9 % | 8.492.007 $ | +206.091 $ | +2,5 % | 8.285.916 $ | +480.018 $ | +6,1 % |
| American Investment Services, Inc. | 8.491.940 $ | +78.074 $ | +0,9 % | 8.413.866 $ | +93.146 $ | +1,1 % | 8.320.720 $ | +1.361.173 $ | +19,6 % | 6.959.547 $ | +466.712 $ | +7,2 % |
| Anson Capital, Inc. | 8.484.349 $ | +1.084.843 $ | +14,7 % | 7.399.506 $ | -94.452 $ | -1,3 % | 7.493.958 $ | -363.142 $ | -4,6 % | 7.857.100 $ | +633.915 $ | +8,8 % |
| B.O.S.S. Retirement Advisors, LLC | 3.118.790 $ | -148.945 $ | -4,6 % | 3.267.735 $ | -321.229 $ | -9,0 % | 3.588.964 $ | -4.877.185 $ | -57,6 % | 8.466.149 $ | +599.176 $ | +7,6 % |
| OneAscent Wealth Management LLC | 3.406.224 $ | -798.889 $ | -19,0 % | 4.205.113 $ | +264.184 $ | +6,7 % | 3.940.929 $ | -4.503.840 $ | -53,3 % | 8.444.769 $ | -3.598.231 $ | -29,9 % |
| Gibraltar Capital Management, Inc. | 8.441.075 $ | +955.480 $ | +12,8 % | 7.485.595 $ | +1.519.160 $ | +25,5 % | 5.966.435 $ | +199.195 $ | +3,5 % | 5.767.240 $ | +746.989 $ | +14,9 % |
| Harbour Trust & Investment Management Co | 8.421.199 $ | +568.633 $ | +7,2 % | 7.852.566 $ | +57.762 $ | +0,7 % | 7.794.804 $ | +149.579 $ | +2,0 % | 7.645.225 $ | +382.740 $ | +5,3 % |
| CAPE ANN SAVINGS BANK | 8.259.860 $ | -95.086 $ | -1,1 % | 8.354.946 $ | +83.295 $ | +1,0 % | 8.271.651 $ | -144.429 $ | -1,7 % | 8.416.080 $ | +114.639 $ | +1,4 % |
| Tranquilli Financial Advisor LLC | 4.636.001 $ | -3.776.214 $ | -44,9 % | 8.412.215 $ | +5.845.323 $ | +227,7 % | 2.566.892 $ | +465.696 $ | +22,2 % | 2.101.196 $ | -1.011.774 $ | -32,5 % |
| SENTINEL WEALTH MANAGEMENT, INC. | 8.410.929 $ | +981.002 $ | +13,2 % | 7.429.927 $ | +383.098 $ | +5,4 % | 7.046.829 $ | +406.638 $ | +6,1 % | 6.640.191 $ | +408.016 $ | +6,5 % |
| Good Steward Wealth Advisors,LLC | 8.399.871 $ | +866.866 $ | +11,5 % | 7.533.005 $ | +236.306 $ | +3,2 % | 7.296.699 $ | +843.359 $ | +13,1 % | 6.453.340 $ | +2.931.231 $ | +83,2 % |
| Aventus Investment Advisors, Inc. | 8.372.439 $ | +1.195.135 $ | +16,7 % | 7.177.304 $ | +467.912 $ | +7,0 % | 6.709.392 $ | +389.294 $ | +6,2 % | 6.320.098 $ | +142.374 $ | +2,3 % |
| Biltmore Wealth Management, LLC | 8.098.599 $ | -250.514 $ | -3,0 % | 8.349.113 $ | +301.952 $ | +3,8 % | 8.047.161 $ | +195.371 $ | +2,5 % | 7.851.790 $ | +539.384 $ | +7,4 % |
| PEDDOCK CAPITAL ADVISORS, LLC | 8.347.465 $ | +171.505 $ | +2,1 % | |||||||||
| Y.D. More Investments Ltd | 4.565.937 $ | -159.598 $ | -3,4 % | 4.725.535 $ | -1.674.185 $ | -26,2 % | 6.399.720 $ | -1.941.677 $ | -23,3 % | 8.341.397 $ | -1.627.407 $ | -16,3 % |
| Summit Financial Consulting LLC | 8.314.720 $ | +1.006.617 $ | +13,8 % | 7.308.103 $ | +6.998.739 $ | +2.262,3 % | 309.364 $ | +15.603 $ | +5,3 % | |||
| Fairscale Capital, LLC | 8.301.871 $ | +689.214 $ | +9,1 % | 7.612.657 $ | -150.926 $ | -1,9 % | 7.763.583 $ | +161.848 $ | +2,1 % | 7.601.735 $ | +316.128 $ | +4,3 % |
| WEIK CAPITAL MANAGEMENT | 8.300.546 $ | +3.287.356 $ | +65,6 % | 5.013.190 $ | +188.176 $ | +3,9 % | 4.825.014 $ | +691.161 $ | +16,7 % | 4.133.853 $ | +818.841 $ | +24,7 % |
| Philip James Wealth Mangement, LLC | 5.944.528 $ | +615.748 $ | +11,6 % | 5.328.780 $ | -2.957.192 $ | -35,7 % | 8.285.972 $ | +120.622 $ | +1,5 % | 8.165.350 $ | +1.360.937 $ | +20,0 % |
| SHEETS SMITH WEALTH MANAGEMENT | 8.254.729 $ | -26.037 $ | -0,3 % | 8.280.766 $ | +202.651 $ | +2,5 % | 8.078.115 $ | +119.932 $ | +1,5 % | 7.958.183 $ | -921.562 $ | -10,4 % |
| Stelac Advisory Services LLC | 7.508.503 $ | -60.934 $ | -0,8 % | 7.569.437 $ | +369.234 $ | +5,1 % | 7.200.203 $ | -1.074.115 $ | -13,0 % | 8.274.318 $ | +841.593 $ | +11,3 % |
| Sterling Financial Planning, Inc. | 8.265.837 $ | +796.107 $ | +10,7 % | 7.469.730 $ | +990.265 $ | +15,3 % | 6.479.465 $ | +550.422 $ | +9,3 % | 5.929.043 $ | +636.125 $ | +12,0 % |
| FDx Advisors, Inc. | 8.011.000 $ | +646.000 $ | +8,8 % | 7.365.000 $ | -53.000 $ | -0,7 % | 7.418.000 $ | -817.000 $ | -9,9 % | 8.235.000 $ | +4.414.000 $ | +115,5 % |
| AlTi Global, Inc. | 8.232.185 $ | +120.404 $ | +1,5 % | 8.111.781 $ | +170.409 $ | +2,1 % | 7.941.372 $ | +505.238 $ | +6,8 % | 7.436.134 $ | -540.321 $ | -6,8 % |
| Resona Asset Management Co.,Ltd. | 3.037.063 $ | -6.457 $ | -0,2 % | 3.043.520 $ | -3.162.644 $ | -51,0 % | 6.206.164 $ | -2.018.198 $ | -24,5 % | 8.224.362 $ | +7.614.934 $ | +1.249,5 % |
| Walkner Condon Financial Advisors LLC | 8.212.685 $ | +272.560 $ | +3,4 % | 7.940.125 $ | +328.601 $ | +4,3 % | 7.611.524 $ | +923.634 $ | +13,8 % | 6.687.890 $ | +407.766 $ | +6,5 % |
| Friedenthal Financial | 4.763.403 $ | +307.490 $ | +6,9 % | 4.455.913 $ | +129.609 $ | +3,0 % | 4.326.304 $ | -3.869.203 $ | -47,2 % | 8.195.507 $ | +182.266 $ | +2,3 % |
| Rossmore Private Capital | 8.161.564 $ | -14.297 $ | -0,2 % | 8.175.861 $ | +168.362 $ | +2,1 % | 8.007.499 $ | +1.161.131 $ | +17,0 % | 6.846.368 $ | -631.860 $ | -8,4 % |
| Hilltop Holdings Inc. | 2.668.783 $ | +79.320 $ | +3,1 % | 2.589.463 $ | -5.584.100 $ | -68,3 % | 8.173.563 $ | +1.094.708 $ | +15,5 % | 7.078.855 $ | +1.049.814 $ | +17,4 % |
| Essential Planning, LLC. | 7.686.340 $ | -56.610 $ | -0,7 % | 7.742.950 $ | +114.743 $ | +1,5 % | 7.628.207 $ | -520.604 $ | -6,4 % | 8.148.811 $ | +95.801 $ | +1,2 % |
| Symphony Financial, Ltd. Co. | 8.146.590 $ | +1.561.863 $ | +23,7 % | 6.584.727 $ | +217.900 $ | +3,4 % | 6.366.827 $ | +690.846 $ | +12,2 % | 5.675.981 $ | +369.434 $ | +7,0 % |
| PALLADIEM, LLC | 8.145.264 $ | +2.912.746 $ | +55,7 % | 5.232.518 $ | -77.148 $ | -1,5 % | 5.309.666 $ | |||||
| E-Wealth Partners, LLC | 8.144.262 $ | +765.038 $ | +10,4 % | 7.379.224 $ | +8.784 $ | +0,1 % | 7.370.440 $ | |||||
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 8.142.491 $ | +880.563 $ | +12,1 % | 7.261.928 $ | +1.758.682 $ | +32,0 % | 5.503.246 $ | +933.153 $ | +20,4 % | 4.570.093 $ | +658.415 $ | +16,8 % |
| GM Advisory Group, LLC | 8.139.510 $ | +521.689 $ | +6,8 % | |||||||||
| Fifth Third Wealth Advisors LLC | 8.010.332 $ | +906.435 $ | +12,8 % | 7.103.897 $ | -1.025.015 $ | -12,6 % | 8.128.912 $ | +304.851 $ | +3,9 % | 7.824.061 $ | -691.969 $ | -8,1 % |
| Empire Life Investments Inc. | 8.124.882 $ | +700.904 $ | +9,4 % | 7.423.978 $ | +1.673.725 $ | +29,1 % | 5.750.253 $ | -352.470 $ | -5,8 % | 6.102.723 $ | -88.917 $ | -1,4 % |
| Pacific Wealth Management | 8.121.998 $ | +477.572 $ | +6,2 % | 7.644.426 $ | -419.405 $ | -5,2 % | 8.063.831 $ | +164.399 $ | +2,1 % | 7.899.432 $ | +116.649 $ | +1,5 % |
| IVC Wealth Advisors LLC | 8.113.661 $ | +1.047.267 $ | +14,8 % | 7.066.394 $ | -95.921 $ | -1,3 % | 7.162.315 $ | +186.449 $ | +2,7 % | 6.975.866 $ | +780.149 $ | +12,6 % |
| ATX Financial Planning, LLC | 6.688.996 $ | -1.418.252 $ | -17,5 % | 8.107.248 $ | +4.851.344 $ | +149,0 % | 3.255.904 $ | |||||
| Marmo Financial Group, LLC | 7.697.096 $ | -355.896 $ | -4,4 % | 8.052.992 $ | -41.047 $ | -0,5 % | 8.094.039 $ | -1.614.408 $ | -16,6 % | |||
| BankPlus Wealth Management LLC | 8.058.342 $ | |||||||||||
| Archer Investment Corp | 8.053.156 $ | +4.802.509 $ | +147,7 % | 3.250.647 $ | -331.804 $ | -9,3 % | 3.582.451 $ | +407.573 $ | +12,8 % | 3.174.878 $ | +226.174 $ | +7,7 % |
| SIMPLEX TRADING, LLC | 8.045.283 $ | +2.628.168 $ | +48,5 % | 5.417.115 $ | -2.454.981 $ | -31,2 % | 7.872.096 $ | +723.096 $ | +10,1 % | 7.149.000 $ | -3.613.000 $ | -33,6 % |
| Harbor Group, Inc. | 8.041.460 $ | +1.499.479 $ | +22,9 % | 6.541.981 $ | +2.333.851 $ | +55,5 % | 4.208.130 $ | +1.184.529 $ | +39,2 % | 3.023.601 $ | +1.660.372 $ | +121,8 % |
| United Community Bank | 8.038.757 $ | +7.195 $ | +0,1 % | 8.031.562 $ | +7.415.696 $ | +1.204,1 % | 615.866 $ | -5.883.157 $ | -90,5 % | 6.499.023 $ | +1.199.080 $ | +22,6 % |
| Sumitomo Mitsui Trust Group, Inc. | 8.030.719 $ | +1.206.137 $ | +17,7 % | 6.824.582 $ | +1.465.430 $ | +27,3 % | 5.359.152 $ | +1.610.201 $ | +43,0 % | 3.748.951 $ | +2.760.998 $ | +279,5 % |
| Lloyd Advisory Services, LLC. | 1.319.312 $ | -6.709.355 $ | -83,6 % | 8.028.667 $ | +7.275.336 $ | +965,8 % | 753.331 $ | -1.357.455 $ | -64,3 % | 2.110.786 $ | +1.734.580 $ | +461,1 % |
| Kraft, Davis & Associates, LLC | 8.024.210 $ | +77.712 $ | +1,0 % | 7.946.498 $ | +455.338 $ | +6,1 % | 7.491.160 $ | +5.330.620 $ | +246,7 % | 2.160.540 $ | +796.262 $ | +58,4 % |
| SENTINEL TRUST CO LBA | 8.019.000 $ | +1.005.000 $ | +14,3 % | 7.014.000 $ | +55.000 $ | +0,8 % | 6.959.000 $ | -631.000 $ | -8,3 % | 7.590.000 $ | +359.000 $ | +5,0 % |
| Rockwood Wealth Management, LLC | 8.010.987 $ | +1.896.921 $ | +31,0 % | 6.114.066 $ | +791.471 $ | +14,9 % | 5.322.595 $ | +579.344 $ | +12,2 % | 4.743.251 $ | -57.218 $ | -1,2 % |
| Integrity Wealth Solutions LLC | 7.207.441 $ | -799.605 $ | -10,0 % | 8.007.046 $ | +1.291.563 $ | +19,2 % | 6.715.483 $ | +887.312 $ | +15,2 % | 5.828.171 $ | +1.553.557 $ | +36,3 % |
| PITCAIRN CO | 7.993.801 $ | -2.512.241 $ | -23,9 % | |||||||||
| Highland Investment Advisors LLC | 7.978.741 $ | |||||||||||
| GREENWOOD GEARHART LLC | 7.511.322 $ | -30.031 $ | -0,4 % | 7.541.353 $ | -238.374 $ | -3,1 % | 7.779.727 $ | -183.990 $ | -2,3 % | 7.963.717 $ | +160.304 $ | +2,1 % |
| Sierra Capital LLC | 7.321.000 $ | -628.000 $ | -7,9 % | 7.949.000 $ | +148.000 $ | +1,9 % | 7.801.000 $ | +1.832.000 $ | +30,7 % | |||
| Crewe Advisors LLC | 7.938.122 $ | +178.009 $ | +2,3 % | 7.760.113 $ | -89.931 $ | -1,1 % | 7.850.044 $ | +138.063 $ | +1,8 % | 7.711.981 $ | +442.568 $ | +6,1 % |
| Nicholson Meyer Capital Management, Inc. | 7.936.751 $ | +909.459 $ | +12,9 % | 7.027.292 $ | -421.164 $ | -5,7 % | 7.448.456 $ | +78.724 $ | +1,1 % | 7.369.732 $ | +884.896 $ | +13,6 % |
| Anchor Investment Management, LLC | 6.908.212 $ | -459.023 $ | -6,2 % | 7.367.235 $ | -538.810 $ | -6,8 % | 7.906.045 $ | -447.336 $ | -5,4 % | |||
| LifePlan Financial, LLC | 7.895.393 $ | +85.388 $ | +1,1 % | 7.810.005 $ | +334.471 $ | +4,5 % | 7.475.534 $ | +47.578 $ | +0,6 % | 7.427.956 $ | +142.351 $ | +2,0 % |
| Apexium Financial, LP | 7.873.572 $ | +288.592 $ | +3,8 % | |||||||||
| Capstone Wealth Management, LLC | 7.867.098 $ | +1.107.472 $ | +16,4 % | 6.759.626 $ | +861.551 $ | +14,6 % | 5.898.075 $ | +1.485.251 $ | +33,7 % | 4.412.824 $ | +648.863 $ | +17,2 % |
| Truepoint, Inc. | 7.838.980 $ | +489.252 $ | +6,7 % | 7.349.728 $ | -167.206 $ | -2,2 % | 7.516.934 $ | +343.140 $ | +4,8 % | 7.173.794 $ | +632.575 $ | +9,7 % |
| J. M. Brown & Associates Inc. | 7.825.233 $ | |||||||||||
| Marshall Financial Group, LLC | 1.941.394 $ | +264.518 $ | +15,8 % | 1.676.876 $ | -5.872.252 $ | -77,8 % | 7.549.128 $ | -261.718 $ | -3,4 % | 7.810.846 $ | +592.550 $ | +8,2 % |
| Nvest Financial, LLC | 7.796.888 $ | +2.105.937 $ | +37,0 % | 5.690.951 $ | +4.997.867 $ | +721,1 % | 693.084 $ | |||||
| St. Louis Trust Co | 7.709.212 $ | +120.285 $ | +1,6 % | 7.588.927 $ | -198.686 $ | -2,6 % | 7.787.613 $ | +91.114 $ | +1,2 % | 7.696.499 $ | +894.409 $ | +13,1 % |
| Hennion & Walsh Asset Management, Inc. | 7.778.600 $ | +146.186 $ | +1,9 % | 7.632.414 $ | +667.696 $ | +9,6 % | 6.964.718 $ | +474.358 $ | +7,3 % | 6.490.360 $ | +70.425 $ | +1,1 % |
| DOPKINS WEALTH MANAGEMENT, LLC | 7.773.484 $ | +664.052 $ | +9,3 % | 7.109.432 $ | +389.906 $ | +5,8 % | 6.719.526 $ | +590.152 $ | +9,6 % | 6.129.374 $ | +231.184 $ | +3,9 % |
| Fort Point Capital Partners LLC | 6.624.654 $ | +578.365 $ | +9,6 % | 6.046.289 $ | -1.115.492 $ | -15,6 % | 7.161.781 $ | -589.229 $ | -7,6 % | 7.751.010 $ | -263.211 $ | -3,3 % |
| Code Waechter LLC | 3.503.943 $ | -4.237.148 $ | -54,7 % | 7.741.091 $ | +539.601 $ | +7,5 % | 7.201.490 $ | +320.014 $ | +4,7 % | 6.881.476 $ | +962.599 $ | +16,3 % |
| GFS Advisors, LLC | 1.637.901 $ | -6.098.508 $ | -78,8 % | 7.736.409 $ | ||||||||
| Virtus Family Office LLC | 6.569.606 $ | -107.068 $ | -1,6 % | 6.676.674 $ | -1.036.885 $ | -13,4 % | 7.713.559 $ | +1.000.638 $ | +14,9 % | 6.712.921 $ | +2.700.198 $ | +67,3 % |
| Columbus Macro, LLC | 7.051.781 $ | +11.667 $ | +0,2 % | 7.040.114 $ | +3.300 $ | +0,0 % | 7.036.814 $ | -653.849 $ | -8,5 % | 7.690.663 $ | -29.482 $ | -0,4 % |
| Stirlingshire Investments, Inc. | 7.593.106 $ | -92.580 $ | -1,2 % | 7.685.686 $ | +582.110 $ | +8,2 % | 7.103.576 $ | |||||
| Global Trust Asset Management, LLC | 7.684.088 $ | +5.932.081 $ | +338,6 % | 1.752.007 $ | +1.733.744 $ | +9.493,2 % | 18.263 $ | -256.492 $ | -93,4 % | 274.755 $ | +3.921 $ | +1,4 % |
| KANAWHA CAPITAL MANAGEMENT LLC | 7.660.936 $ | +1.098.596 $ | +16,7 % | 6.562.340 $ | +911.859 $ | +16,1 % | 5.650.481 $ | +387.541 $ | +7,4 % | 5.262.940 $ | +338.991 $ | +6,9 % |
| Arbor Investment Advisors, LLC | 7.634.022 $ | +754.439 $ | +11,0 % | 6.879.583 $ | -41.186 $ | -0,6 % | 6.920.769 $ | -244.703 $ | -3,4 % | 7.165.472 $ | -333.105 $ | -4,4 % |
| New Millennium Group LLC | 7.623.920 $ | +4.256.139 $ | +126,4 % | 3.367.781 $ | -1.253.447 $ | -27,1 % | ||||||
| Connecticut Capital Management Group, LLC | 7.588.824 $ | +9.617 $ | +0,1 % | 7.579.207 $ | +98.528 $ | +1,3 % | 7.480.679 $ | |||||
| Veridan Wealth LLC | 7.587.589 $ | +265.546 $ | +3,6 % | 7.322.043 $ | +152.890 $ | +2,1 % | 7.169.153 $ | +126.159 $ | +1,8 % | 7.042.994 $ | ||
| MUIRFIELD WEALTH ADVISORS LLC | 7.582.363 $ | +136.992 $ | +1,8 % | 7.445.371 $ | +130.925 $ | +1,8 % | 7.314.446 $ | -193.270 $ | -2,6 % | 7.507.716 $ | +54.993 $ | +0,7 % |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 6.583.861 $ | -987.554 $ | -13,0 % | 7.571.415 $ | +737.738 $ | +10,8 % | 6.833.677 $ | -143.826 $ | -2,1 % | 6.977.503 $ | +186.965 $ | +2,8 % |
| Manchester Capital Management LLC | 7.566.645 $ | +1.579.252 $ | +26,4 % | 5.987.393 $ | -434.328 $ | -6,8 % | 6.421.721 $ | +2.215.196 $ | +52,7 % | 4.206.525 $ | -2.226.879 $ | -34,6 % |
| Inman Jager Wealth Management, LLC | 7.561.118 $ | +265.222 $ | +3,6 % | 7.295.896 $ | +944.589 $ | +14,9 % | 6.351.307 $ | +611.706 $ | +10,7 % | 5.739.601 $ | +678.491 $ | +13,4 % |
| BRIGHTON JONES LLC | 7.558.158 $ | +4.171.136 $ | +123,2 % | 3.387.022 $ | +599.526 $ | +21,5 % | 2.787.496 $ | +794.135 $ | +39,8 % | |||
| Accredited Wealth Management, LLC | 7.547.444 $ | +2.255.325 $ | +42,6 % | |||||||||
| BAKER BOYER NATIONAL BANK | 7.546.870 $ | +485.031 $ | +6,9 % | 7.061.839 $ | -88.271 $ | -1,2 % | 7.150.110 $ | +463.160 $ | +6,9 % | 6.686.950 $ | -22.525 $ | -0,3 % |
| PROFESSIONAL ADVISORY SERVICES INC | 6.642.000 $ | -565.000 $ | -7,8 % | 7.207.000 $ | -339.000 $ | -4,5 % | 7.546.000 $ | +98.000 $ | +1,3 % | 7.448.000 $ | +7.099.000 $ | +2.034,1 % |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 7.543.089 $ | +908.630 $ | +13,7 % | 6.634.459 $ | ||||||||
| Mullaney, Keating & Wright, Inc. | 7.218.648 $ | -83.750 $ | -1,1 % | 7.302.398 $ | -222.196 $ | -3,0 % | 7.524.594 $ | +389.175 $ | +5,5 % | 7.135.419 $ | +723.924 $ | +11,3 % |
| Fortis Group Advisors, LLC | 7.522.921 $ | +3.556.463 $ | +89,7 % | 3.966.458 $ | +3.940.495 $ | +15.177,3 % | 25.963 $ | -616 $ | -2,3 % | 26.579 $ | +508 $ | +1,9 % |
| Atlanta Consulting Group Advisors, LLC | 7.509.479 $ | +1.143.102 $ | +18,0 % | 6.366.377 $ | +299.832 $ | +4,9 % | 6.066.545 $ | +90.696 $ | +1,5 % | 5.975.849 $ | +3.184.093 $ | +114,1 % |
| PANORAMIC INVESTMENT ADVISORS, LLC | 7.497.323 $ | +350.509 $ | +4,9 % | 7.146.814 $ | +152.530 $ | +2,2 % | 6.994.284 $ | +590.770 $ | +9,2 % | 6.403.514 $ | +476.327 $ | +8,0 % |
| Bedel Financial Consulting, Inc. | 7.490.684 $ | +1.097.270 $ | +17,2 % | 6.393.414 $ | -169.147 $ | -2,6 % | 6.562.561 $ | +1.841.709 $ | +39,0 % | 4.720.852 $ | -51.600 $ | -1,1 % |
| LITTLE HOUSE CAPITAL LLC | 7.069.853 $ | +42.536 $ | +0,6 % | 7.027.317 $ | -151.465 $ | -2,1 % | 7.178.782 $ | -303.865 $ | -4,1 % | 7.482.647 $ | +222.562 $ | +3,1 % |
| Leo Wealth, LLC | 6.870.865 $ | -606.701 $ | -8,1 % | 7.477.566 $ | +5.529.140 $ | +283,8 % | 1.948.426 $ | -4.929.257 $ | -71,7 % | |||
| HighPoint Advisor Group LLC | 7.476.474 $ | +1.993.265 $ | +36,4 % | 5.483.209 $ | -57.284 $ | -1,0 % | 5.540.493 $ | |||||
| STEPHEN J. GARRY & ASSOCIATES, LLC | 7.474.364 $ | +706.641 $ | +10,4 % | 6.767.723 $ | -113.949 $ | -1,7 % | 6.881.672 $ | -239.056 $ | -3,4 % | 7.120.728 $ | +122.332 $ | +1,7 % |
| Saba Capital Management, L.P. | 7.472.000 $ | +5.547.318 $ | +288,2 % | 1.924.682 $ | ||||||||
| JDH Wealth Management, LLC | 7.467.399 $ | +566.997 $ | +8,2 % | 6.900.402 $ | +857.314 $ | +14,2 % | 6.043.088 $ | +467.819 $ | +8,4 % | 5.575.269 $ | +966.562 $ | +21,0 % |
| ERn Financial, LLC | 7.429.656 $ | +971.284 $ | +15,0 % | 6.458.372 $ | -762.661 $ | -10,6 % | 7.221.033 $ | +40.646 $ | +0,6 % | 7.180.387 $ | +322.822 $ | +4,7 % |
| Point Nemo Capital, LLC | 7.385.008 $ | +2.921.372 $ | +65,4 % | 4.463.636 $ | ||||||||
| Northstar Financial Companies, Inc. | 7.381.956 $ | +1.019.203 $ | +16,0 % | 6.362.753 $ | -199.829 $ | -3,0 % | 6.562.582 $ | +154.625 $ | +2,4 % | 6.407.957 $ | +610.211 $ | +10,5 % |
| Aprio Wealth Management, LLC | 7.375.800 $ | +4.897.542 $ | +197,6 % | 2.478.258 $ | +1.159.216 $ | +87,9 % | 1.319.042 $ | |||||
| Center For Asset Management LLC | 7.359.759 $ | +305.402 $ | +4,3 % | 7.054.357 $ | +168.008 $ | +2,4 % | 6.886.349 $ | -152.407 $ | -2,2 % | 7.038.756 $ | -429.469 $ | -5,8 % |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 4.249.499 $ | -1.531.209 $ | -26,5 % | 5.780.708 $ | -684.642 $ | -10,6 % | 6.465.350 $ | -890.665 $ | -12,1 % | 7.356.015 $ | -6.597.650 $ | -47,3 % |
| Antonelli Financial Advisors, LLC | 7.239.000 $ | -94.000 $ | -1,3 % | 7.333.000 $ | +351.000 $ | +5,0 % | 6.982.000 $ | +496.127 $ | +7,6 % | 6.485.873 $ | +949.498 $ | +17,2 % |
| Spartan Planning & Wealth Management | 3.245.940 $ | -4.084.443 $ | -55,7 % | 7.330.383 $ | +6.684.210 $ | +1.034,4 % | 646.173 $ | -225.005 $ | -25,8 % | |||
| Guerra Advisors Inc | 7.322.095 $ | +4.134.754 $ | +129,7 % | |||||||||
| Maridea Wealth Management LLC | 7.035.789 $ | +638.834 $ | +10,0 % | 6.396.955 $ | -902.151 $ | -12,4 % | 7.299.106 $ | +813.315 $ | +12,5 % | 6.485.791 $ | +2.047.248 $ | +46,1 % |
| Cornerstone Financial Group, LLC /NE/ | 7.277.431 $ | +172.049 $ | +2,4 % | 7.105.382 $ | +393.772 $ | +5,9 % | 6.711.610 $ | +669.481 $ | +11,1 % | 6.042.129 $ | +178.855 $ | +3,1 % |
| Saranac Partners Ltd | 7.261.769 $ | +1.183.298 $ | +19,5 % | 6.078.471 $ | +44.485 $ | +0,7 % | 6.033.986 $ | +9.503 $ | +0,2 % | 6.024.483 $ | +557.379 $ | +10,2 % |
| VIAWEALTH, LLC | 6.272.130 $ | -281.329 $ | -4,3 % | 6.553.459 $ | -298.743 $ | -4,4 % | 6.852.202 $ | -403.858 $ | -5,6 % | 7.256.060 $ | -304.316 $ | -4,0 % |
| Advisory Resource Group | 852.365 $ | -6.169.769 $ | -87,9 % | 7.022.134 $ | -217.730 $ | -3,0 % | 7.239.864 $ | +461.257 $ | +6,8 % | 6.778.607 $ | +1.376.046 $ | +25,5 % |
| Latigo Investments, LLC | 7.109.470 $ | -8.602 $ | -0,1 % | 7.118.072 $ | -86.019 $ | -1,2 % | 7.204.091 $ | -30.967 $ | -0,4 % | 7.235.058 $ | +102.363 $ | +1,4 % |
| Edge Financial Advisors LLC | 7.217.054 $ | +651.937 $ | +9,9 % | 6.565.117 $ | +3.985.356 $ | +154,5 % | ||||||
| Violich Capital Management, Inc. | 7.210.468 $ | +386.614 $ | +5,7 % | 6.823.854 $ | +2.169.314 $ | +46,6 % | 4.654.540 $ | +2.991.600 $ | +179,9 % | 1.662.940 $ | -735.610 $ | -30,7 % |
| DWM Financial Group, Inc. | 7.205.983 $ | |||||||||||
| FULTON BANK, N.A. | 7.199.701 $ | +1.126.872 $ | +18,6 % | 6.072.829 $ | +337.578 $ | +5,9 % | 5.735.251 $ | +910.107 $ | +18,9 % | 4.825.144 $ | -5.097.955 $ | -51,4 % |
| INVICTUS PRIVATE WEALTH, LLC | 7.198.350 $ | +1.278.284 $ | +21,6 % | 5.920.066 $ | -535.825 $ | -8,3 % | 6.455.891 $ | +132.576 $ | +2,1 % | 6.323.315 $ | +565.158 $ | +9,8 % |
| KMG FIDUCIARY PARTNERS, LLC | 5.068.675 $ | -2.125.902 $ | -29,5 % | 7.194.577 $ | +30.669 $ | +0,4 % | 7.163.908 $ | +1.643.665 $ | +29,8 % | 5.520.243 $ | +65.875 $ | +1,2 % |
| MidAtlantic Capital Management, Inc. | 7.038.773 $ | +302.716 $ | +4,5 % | 6.736.057 $ | -455.438 $ | -6,3 % | 7.191.495 $ | +291.436 $ | +4,2 % | 6.900.059 $ | +205.844 $ | +3,1 % |
| Allegiance Financial Group Advisory Services LLC | 5.955.061 $ | +419.025 $ | +7,6 % | 5.536.036 $ | -1.085.894 $ | -16,4 % | 6.621.930 $ | -566.962 $ | -7,9 % | 7.188.892 $ | +19.034 $ | +0,3 % |
| Ramsay, Stattman, Vela & Price, Inc. | 7.186.625 $ | +6.928.633 $ | +2.685,6 % | 257.992 $ | +2.531 $ | +1,0 % | 255.461 $ | -6.043 $ | -2,3 % | 261.504 $ | +1.859 $ | +0,7 % |
| Harfst & Associates, Inc. | 4.073.458 $ | -1.032.737 $ | -20,2 % | 5.106.195 $ | -2.076.690 $ | -28,9 % | 7.182.885 $ | |||||
| JFS WEALTH ADVISORS, LLC | 7.181.079 $ | +1.588.363 $ | +28,4 % | 5.592.716 $ | -849.389 $ | -13,2 % | 6.442.105 $ | +189.423 $ | +3,0 % | 6.252.682 $ | +1.462.581 $ | +30,5 % |
| Pictet North America Advisors SA | 5.043.590 $ | +122.146 $ | +2,5 % | 4.921.444 $ | -2.254.733 $ | -31,4 % | 7.176.177 $ | +907.217 $ | +14,5 % | 6.268.960 $ | -3.503.683 $ | -35,9 % |
| Orcam Financial Group | 5.261.465 $ | +528.004 $ | +11,2 % | 4.733.461 $ | -1.552.300 $ | -24,7 % | 6.285.761 $ | -886.792 $ | -12,4 % | 7.172.553 $ | -111.323 $ | -1,5 % |
| Crumly & Associates Inc. | 6.340.594 $ | +299.603 $ | +5,0 % | 6.040.991 $ | -1.073.578 $ | -15,1 % | 7.114.569 $ | -56.305 $ | -0,8 % | 7.170.874 $ | +988.854 $ | +16,0 % |
| SFM, LLC | 7.150.192 $ | +3.153.731 $ | +78,9 % | 3.996.461 $ | +386.810 $ | +10,7 % | 3.609.651 $ | +104.637 $ | +3,0 % | 3.505.014 $ | +5.971 $ | +0,2 % |
| MBE Wealth Management, LLC | 6.801.270 $ | -36.542 $ | -0,5 % | 6.837.812 $ | -292.358 $ | -4,1 % | 7.130.170 $ | +16.743 $ | +0,2 % | 7.113.427 $ | -41.399 $ | -0,6 % |
| Oakmont Advisory Group, LLC | 7.121.791 $ | +860.436 $ | +13,7 % | 6.261.355 $ | -378.935 $ | -5,7 % | 6.640.290 $ | |||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7.107.000 $ | +1.078.000 $ | +17,9 % | 6.029.000 $ | -13.000 $ | -0,2 % | 6.042.000 $ | +41.000 $ | +0,7 % | 6.001.000 $ | +525.000 $ | +9,6 % |
| CONTINENTAL INVESTORS SERVICES, INC. | 7.096.200 $ | +341.623 $ | +5,1 % | 6.754.577 $ | +2.817.058 $ | +71,5 % | 3.937.519 $ | +1.483.683 $ | +60,5 % | 2.453.836 $ | +1.149.848 $ | +88,2 % |
| Midwest Trust Co | 6.957.025 $ | -133.779 $ | -1,9 % | 7.090.804 $ | +620.471 $ | +9,6 % | 6.470.333 $ | +624.371 $ | +10,7 % | 5.845.962 $ | +199.269 $ | +3,5 % |
| Altus Wealth Group LLC | 7.090.133 $ | +157.150 $ | +2,3 % | 6.932.983 $ | +227.421 $ | +3,4 % | 6.705.562 $ | +72.835 $ | +1,1 % | 6.632.727 $ | +98.965 $ | +1,5 % |
| XCELSIOR ADVISOR PARTNERS LLC | 7.073.404 $ | +954.374 $ | +15,6 % | 6.119.030 $ | +255.567 $ | +4,4 % | 5.863.463 $ | |||||
| FC Advisory LLC | 6.847.557 $ | -222.692 $ | -3,1 % | 7.070.249 $ | +42.082 $ | +0,6 % | 7.028.167 $ | +72.026 $ | +1,0 % | 6.956.141 $ | +190.991 $ | +2,8 % |
| Ifrah Financial Services, Inc. | 7.039.582 $ | +3.049.459 $ | +76,4 % | 3.990.123 $ | +1.318.966 $ | +49,4 % | 2.671.157 $ | +16.972 $ | +0,6 % | 2.654.185 $ | +15.316 $ | +0,6 % |
| GatePass Capital, LLC | 7.036.747 $ | +1.452.587 $ | +26,0 % | 5.584.160 $ | +1.000.278 $ | +21,8 % | 4.583.882 $ | +2.612.407 $ | +132,5 % | 1.971.475 $ | -506.102 $ | -20,4 % |
| Colter Lewis Investment Partners LLC | 7.034.593 $ | +4.348.048 $ | +161,8 % | 2.686.545 $ | +1.689.675 $ | +169,5 % | 996.870 $ | |||||
| Bay Harbor Wealth Management, LLC | 7.033.194 $ | +18.082 $ | +0,3 % | 7.015.112 $ | +168.925 $ | +2,5 % | 6.846.187 $ | -50.608 $ | -0,7 % | 6.896.795 $ | +133.237 $ | +2,0 % |
| Ridgewood Investments LLC | 7.026.932 $ | +47.005 $ | +0,7 % | 6.979.927 $ | +318.024 $ | +4,8 % | 6.661.903 $ | +144.733 $ | +2,2 % | |||
| Pinnacle Wealth Management Advisory Group, LLC | 7.026.450 $ | +451.181 $ | +6,9 % | 6.575.269 $ | +705.562 $ | +12,0 % | 5.869.707 $ | -45.381 $ | -0,8 % | 5.915.088 $ | +270.287 $ | +4,8 % |
| Vanguard National Trust Co | 7.020.384 $ | +1.251.662 $ | +21,7 % | 5.768.722 $ | ||||||||
| Optas, LLC | 4.954.549 $ | +168.623 $ | +3,5 % | 4.785.926 $ | +25.297 $ | +0,5 % | 4.760.629 $ | -2.255.261 $ | -32,1 % | 7.015.890 $ | -2.367.564 $ | -25,2 % |
| First Financial Bank - Trust Division | 7.014.763 $ | +1.769.211 $ | +33,7 % | 5.245.552 $ | -263.525 $ | -4,8 % | 5.509.077 $ | +92.377 $ | +1,7 % | 5.416.700 $ | +16.256 $ | +0,3 % |
| MARSHALL FINANCIAL GROUP INC /ADV | 7.010.672 $ | +1.888.712 $ | +36,9 % | |||||||||
| Intrua Financial, LLC | 5.988.501 $ | -397.133 $ | -6,2 % | 6.385.634 $ | -604.500 $ | -8,6 % | 6.990.134 $ | +39.553 $ | +0,6 % | 6.950.581 $ | +5.440.154 $ | +360,2 % |
| Topel & Distasi Wealth Management, LLC | 6.859.743 $ | -119.067 $ | -1,7 % | 6.978.810 $ | +151.060 $ | +2,2 % | 6.827.750 $ | +168.861 $ | +2,5 % | 6.658.889 $ | +57.479 $ | +0,9 % |
| Donoghue Forlines LLC | 6.966.260 $ | |||||||||||
| Wealthstar Advisors, LLC | 470.111 $ | -6.486.483 $ | -93,2 % | 6.956.594 $ | +352.689 $ | +5,3 % | ||||||
| Downshift Financial, LLC | 5.872.482 $ | -1.083.853 $ | -15,6 % | 6.956.335 $ | +147.709 $ | +2,2 % | 6.808.626 $ | |||||
| SEEDS INVESTOR LLC | 6.939.215 $ | +2.959.643 $ | +74,4 % | 3.979.572 $ | +2.084.292 $ | +110,0 % | 1.895.280 $ | -428.374 $ | -18,4 % | 2.323.654 $ | -766.555 $ | -24,8 % |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 6.936.758 $ | +618.533 $ | +9,8 % | 6.318.225 $ | +355.921 $ | +6,0 % | 5.962.304 $ | +621.902 $ | +11,6 % | 5.340.402 $ | +1.019.796 $ | +23,6 % |
| Premier Path Wealth Partners, LLC | 5.825.864 $ | +583.224 $ | +11,1 % | 5.242.640 $ | -1.182.853 $ | -18,4 % | 6.425.493 $ | -510.151 $ | -7,4 % | 6.935.644 $ | +405.315 $ | +6,2 % |
| Meritas Wealth Management, LLC | 6.934.499 $ | +445.786 $ | +6,9 % | 6.488.713 $ | +576.232 $ | +9,7 % | 5.912.481 $ | +114.414 $ | +2,0 % | 5.798.067 $ | +325.517 $ | +5,9 % |
| ACTION POINT FINANCIAL PLANNING, LLC | 6.929.345 $ | |||||||||||
| Patten Group, Inc. | 6.679.961 $ | +33.893 $ | +0,5 % | 6.646.068 $ | -277.904 $ | -4,0 % | 6.923.972 $ | +849 $ | +0,0 % | 6.923.123 $ | -318.510 $ | -4,4 % |
| Total Clarity Wealth Management, Inc. | 3.062.964 $ | -482.100 $ | -13,6 % | 3.545.064 $ | -3.375.405 $ | -48,8 % | 6.920.469 $ | +1.361.472 $ | +24,5 % | 5.558.997 $ | -1.070.755 $ | -16,2 % |
| Valley Financial Group, Inc. | 5.328.578 $ | -223.812 $ | -4,0 % | 5.552.390 $ | -34.242 $ | -0,6 % | 5.586.632 $ | -1.332.448 $ | -19,3 % | 6.919.080 $ | -462.172 $ | -6,3 % |
| STONE LOFT WEALTH MANAGEMENT LLC | 6.917.323 $ | +3.428.327 $ | +98,3 % | 3.488.996 $ | +2.179.902 $ | +166,5 % | 1.309.094 $ | |||||
| Pinion Investment Advisors, LLC | 6.512.122 $ | -47.613 $ | -0,7 % | 6.559.735 $ | -104.961 $ | -1,6 % | 6.664.696 $ | -245.153 $ | -3,5 % | 6.909.849 $ | +16.478 $ | +0,2 % |
| Private Wealth Advisors, LLC | 6.907.479 $ | +767.875 $ | +12,5 % | 6.139.604 $ | +5.667.310 $ | +1.200,0 % | 472.294 $ | |||||
| DB Fitzpatrick & Co, Inc | 6.888.733 $ | +4.977.931 $ | +260,5 % | 1.910.802 $ | +204.947 $ | +12,0 % | 1.705.855 $ | -157.499 $ | -8,5 % | 1.863.354 $ | +244.872 $ | +15,1 % |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 4.424.787 $ | +381.469 $ | +9,4 % | 4.043.318 $ | +57.166 $ | +1,4 % | 3.986.152 $ | -2.888.915 $ | -42,0 % | 6.875.067 $ | -216.820 $ | -3,1 % |
| One Degree Advisors Inc | 6.875.000 $ | +5.832.000 $ | +559,2 % | 1.043.000 $ | -2.377.000 $ | -69,5 % | 3.420.000 $ | +329.000 $ | +10,6 % | 3.091.000 $ | -1.371.000 $ | -30,7 % |
| PLANWISER FINANCIAL, LLC | 6.856.963 $ | +274.790 $ | +4,2 % | 6.582.173 $ | +1.819.946 $ | +38,2 % | 4.762.227 $ | +1.568.128 $ | +49,1 % | 3.194.099 $ | +118.531 $ | +3,9 % |
| Fort Sheridan Advisors LLC | 6.854.258 $ | +944.897 $ | +16,0 % | 5.909.361 $ | -427.028 $ | -6,7 % | 6.336.389 $ | -75.937 $ | -1,2 % | 6.412.326 $ | +740.515 $ | +13,1 % |
| Moran Wealth Management, LLC | 5.991.100 $ | -826.798 $ | -12,1 % | 6.817.898 $ | +1.836.060 $ | +36,9 % | ||||||
| HUTCHINSON CAPITAL MANAGEMENT/CA | 6.814.600 $ | +642.119 $ | +10,4 % | 6.172.481 $ | +1.382.122 $ | +28,9 % | 4.790.359 $ | +151.818 $ | +3,3 % | 4.638.541 $ | +229.159 $ | +5,2 % |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 6.812.123 $ | +1.026.500 $ | +17,7 % | 5.785.623 $ | +1.310.632 $ | +29,3 % | 4.474.991 $ | +1.142.997 $ | +34,3 % | 3.331.994 $ | +1.377.716 $ | +70,5 % |
| Leeward Financial Partners, LLC | 6.811.246 $ | +331.866 $ | +5,1 % | 6.479.380 $ | -91.765 $ | -1,4 % | 6.571.145 $ | -208.650 $ | -3,1 % | 6.779.795 $ | +790.420 $ | +13,2 % |
| Essex Bank | 6.762.795 $ | +181.827 $ | +2,8 % | 6.580.968 $ | -111.615 $ | -1,7 % | 6.692.583 $ | +18 $ | +0,0 % | 6.692.565 $ | +52.236 $ | +0,8 % |
| Thomasville National Bank | 6.421.980 $ | -53.935 $ | -0,8 % | 6.475.915 $ | -284.344 $ | -4,2 % | 6.760.259 $ | +241.147 $ | +3,7 % | |||
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 6.743.907 $ | +968.047 $ | +16,8 % | 5.775.860 $ | -463.575 $ | -7,4 % | 6.239.435 $ | +104.781 $ | +1,7 % | 6.134.654 $ | +530.762 $ | +9,5 % |
| Cogent Private Wealth, Inc. | 6.729.695 $ | +2.766.732 $ | +69,8 % | 3.962.963 $ | -572.793 $ | -12,6 % | 4.535.756 $ | |||||
| Legacy Advisory Services, LLC | 2.324.741 $ | +316.731 $ | +15,8 % | 2.008.010 $ | -4.710.781 $ | -70,1 % | 6.718.791 $ | +164.002 $ | +2,5 % | 6.554.789 $ | +570.051 $ | +9,5 % |
| Blue Edge Capital, LLC | 6.701.882 $ | +292.836 $ | +4,6 % | 6.409.046 $ | +148.358 $ | +2,4 % | 6.260.688 $ | +430.656 $ | +7,4 % | 5.830.032 $ | +313.284 $ | +5,7 % |
| Siligmueller & Norvid Wealth Advisors LLC | 6.696.499 $ | -24.448.624 $ | -78,5 % | |||||||||
| Worth Asset Management, LLC | 728.360 $ | -5.963.156 $ | -89,1 % | 6.691.516 $ | +4.716.644 $ | +238,8 % | 1.974.872 $ | +1.710.767 $ | +647,8 % | 264.105 $ | -69.482 $ | -20,8 % |
| LARCH CAPITAL PARTNERS LLC | 6.686.610 $ | -2.017 $ | -0,0 % | 6.688.627 $ | ||||||||
| ARS Wealth Advisors Group, LLC | 6.685.617 $ | +3.874.161 $ | +137,8 % | 2.811.456 $ | +2.036.863 $ | +263,0 % | 774.593 $ | +13.365 $ | +1,8 % | 761.228 $ | +56.704 $ | +8,0 % |
| First Affirmative Financial Network | 6.509.254 $ | -167.064 $ | -2,5 % | 6.676.318 $ | -3.499.229 $ | -34,4 % | ||||||
| Fire Capital Management LLC | 4.664.471 $ | +1.228.440 $ | +35,8 % | 3.436.031 $ | -3.239.540 $ | -48,5 % | 6.675.571 $ | +3.702.626 $ | +124,5 % | 2.972.945 $ | +561.574 $ | +23,3 % |
| Compass Financial Group, Inc. | 6.674.273 $ | +4.709.725 $ | +239,7 % | 1.964.548 $ | -11.401 $ | -0,6 % | 1.975.949 $ | -4.956 $ | -0,3 % | 1.980.905 $ | -839.278 $ | -29,8 % |
| NOVARE CAPITAL MANAGEMENT LLC | 6.102.057 $ | +215.437 $ | +3,7 % | 5.886.620 $ | +48.400 $ | +0,8 % | 5.838.220 $ | -832.891 $ | -12,5 % | 6.671.111 $ | +162.810 $ | +2,5 % |
| Kassira Wealth Management LLC | 6.667.609 $ | +198.974 $ | +3,1 % | 6.468.635 $ | +355.839 $ | +5,8 % | 6.112.796 $ | +657.969 $ | +12,1 % | 5.454.827 $ | ||
| Global Wealth Management, LLC | 6.665.471 $ | +128.015 $ | +2,0 % | 6.537.456 $ | ||||||||
| FIDELITY D & D BANCORP INC | 6.663.320 $ | +1.668.393 $ | +33,4 % | 4.994.927 $ | +757.102 $ | +17,9 % | 4.237.825 $ | +300.636 $ | +7,6 % | 3.937.189 $ | +679.802 $ | +20,9 % |
| Greenbush Financial Group, LLC | 6.649.724 $ | +491.390 $ | +8,0 % | 6.158.334 $ | +639.398 $ | +11,6 % | 5.518.936 $ | +508.093 $ | +10,1 % | 5.010.843 $ | +368.755 $ | +7,9 % |
| Verde Capital Management | 4.784.391 $ | -633.518 $ | -11,7 % | 5.417.909 $ | -777.233 $ | -12,5 % | 6.195.142 $ | -443.464 $ | -6,7 % | 6.638.606 $ | -650.523 $ | -8,9 % |
| Avant Capital LLC | 6.631.856 $ | +656.044 $ | +11,0 % | 5.975.812 $ | -328.775 $ | -5,2 % | 6.304.587 $ | +411.546 $ | +7,0 % | 5.893.041 $ | +416.078 $ | +7,6 % |
| IHT Wealth Management, LLC | 4.556.982 $ | -250.833 $ | -5,2 % | 4.807.815 $ | -709.028 $ | -12,9 % | 5.516.843 $ | -1.102.736 $ | -16,7 % | 6.619.579 $ | -2.493.849 $ | -27,4 % |
| Dynasty Wealth Management, LLC | 1.451.644 $ | +49.666 $ | +3,5 % | 1.401.978 $ | -735.569 $ | -34,4 % | 2.137.547 $ | -4.478.311 $ | -67,7 % | 6.615.858 $ | -9.685.254 $ | -59,4 % |
| TORONTO DOMINION BANK | 6.605.415 $ | -19.910.350 $ | -75,1 % | |||||||||
| Rockingstone Advisors LLC | 6.602.706 $ | +591.819 $ | +9,8 % | 6.010.887 $ | +63.887 $ | +1,1 % | 5.947.000 $ | -447.347 $ | -7,0 % | 6.394.347 $ | -7.971 $ | -0,1 % |
| Global Financial Private Client, LLC | 6.601.878 $ | +727.548 $ | +12,4 % | 5.874.330 $ | +74.696 $ | +1,3 % | 5.799.634 $ | -45.241 $ | -0,8 % | 5.844.875 $ | +169.758 $ | +3,0 % |
| Essential Partners LLC | 6.587.964 $ | +1.686.059 $ | +34,4 % | 4.901.905 $ | +358.527 $ | +7,9 % | 4.543.378 $ | -116.674 $ | -2,5 % | 4.660.052 $ | -1.652.750 $ | -26,2 % |
| Brookwood Investment Group LLC | 6.583.921 $ | +2.487.755 $ | +60,7 % | 4.096.166 $ | +1.348.895 $ | +49,1 % | 2.747.271 $ | +341.597 $ | +14,2 % | 2.405.674 $ | -93.214 $ | -3,7 % |
| Journey Advisory Group, LLC | 3.373.854 $ | -1.498.664 $ | -30,8 % | 4.872.518 $ | -1.696.609 $ | -25,8 % | 6.569.127 $ | +354.449 $ | +5,7 % | 6.214.678 $ | -3.039.352 $ | -32,8 % |
| SHAYNE & JACOBS, LLC | 6.557.254 $ | +315.922 $ | +5,1 % | 6.241.332 $ | -70.663 $ | -1,1 % | 6.311.995 $ | -16.264 $ | -0,3 % | 6.328.259 $ | +897.383 $ | +16,5 % |
| BROOKS, MOORE & ASSOCIATES, INC. | 5.603.925 $ | -926.252 $ | -14,2 % | 6.530.177 $ | +385.917 $ | +6,3 % | 6.144.260 $ | +4.626.437 $ | +304,8 % | 1.517.823 $ | -3.214.579 $ | -67,9 % |
| SIGNAL TREE FINANCIAL PARTNERS LLC | 6.524.983 $ | +312.419 $ | +5,0 % | 6.212.564 $ | -232.693 $ | -3,6 % | 6.445.257 $ | +457.727 $ | +7,6 % | 5.987.530 $ | -10.905 $ | -0,2 % |
| Safir Wealth Advisors, LLC | 5.734.197 $ | -548.943 $ | -8,7 % | 6.283.140 $ | -28.322 $ | -0,4 % | 6.311.462 $ | -196.802 $ | -3,0 % | 6.508.264 $ | -722.718 $ | -10,0 % |
| Altura Wealth Advisors Inc. | 6.505.431 $ | +1.551.941 $ | +31,3 % | 4.953.490 $ | +665.762 $ | +15,5 % | 4.287.728 $ | +1.054.417 $ | +32,6 % | 3.233.311 $ | +1.243.983 $ | +62,5 % |
| Evanson Financial, LLC | 6.492.380 $ | |||||||||||
| Catalyst Capital Advisors LLC | 6.419.054 $ | -19.493 $ | -0,3 % | 6.438.547 $ | -37.363 $ | -0,6 % | 6.475.910 $ | -16.244 $ | -0,3 % | 6.492.154 $ | +34.925 $ | +0,5 % |
| O'ROURKE & COMPANY, Inc | 5.976.885 $ | -480.727 $ | -7,4 % | 6.457.612 $ | +34.068 $ | +0,5 % | 6.423.544 $ | +180.599 $ | +2,9 % | 6.242.945 $ | +245.694 $ | +4,1 % |
| PEOPLES BANK /OH | 5.608.643 $ | -202.311 $ | -3,5 % | 5.810.954 $ | -633.026 $ | -9,8 % | 6.443.980 $ | +126.356 $ | +2,0 % | 6.317.624 $ | +165.503 $ | +2,7 % |
| VALLEY NATIONAL ADVISERS INC | 6.430.914 $ | +2.553.914 $ | +65,9 % | 3.877.000 $ | -289.000 $ | -6,9 % | 4.166.000 $ | +275.000 $ | +7,1 % | 3.891.000 $ | +280.000 $ | +7,8 % |
| Strategic Wealth Advisors LLC | 5.915.000 $ | -511.000 $ | -8,0 % | 6.426.000 $ | +511.000 $ | +8,6 % | 5.915.000 $ | |||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.411.196 $ | +775.709 $ | +13,8 % | 5.635.487 $ | +702.597 $ | +14,2 % | 4.932.890 $ | +3.457.337 $ | +234,3 % | 1.475.553 $ | -6.056 $ | -0,4 % |
| Towne Trust Company, N.A | 6.389.298 $ | +1.189.654 $ | +22,9 % | 5.199.644 $ | +978.810 $ | +23,2 % | 4.220.834 $ | +559.208 $ | +15,3 % | 3.661.626 $ | +1.301.449 $ | +55,1 % |
| Stonebridge Financial Group, LLC/CA | 6.383.000 $ | |||||||||||
| TRUE Private Wealth Advisors | 6.364.725 $ | +459.194 $ | +7,8 % | 5.905.531 $ | +833.448 $ | +16,4 % | 5.072.083 $ | +610.103 $ | +13,7 % | 4.461.980 $ | +324.638 $ | +7,8 % |
| DiPaolo Financial Group, Inc. | 6.354.776 $ | +239.485 $ | +3,9 % | 6.115.291 $ | +1.322.316 $ | +27,6 % | 4.792.975 $ | |||||
| RFP Financial Group LLC | 6.344.652 $ | |||||||||||
| Parkwoods Wealth Partners, LLC | 6.327.776 $ | +2.559.144 $ | +67,9 % | 3.768.632 $ | +1.122.286 $ | +42,4 % | 2.646.346 $ | +424.746 $ | +19,1 % | 2.221.600 $ | +1.896.592 $ | +583,6 % |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 6.325.217 $ | +2.328 $ | +0,0 % | 6.322.889 $ | +999.483 $ | +18,8 % | ||||||
| CONSCIOUS WEALTH INVESTMENTS, LLC | 6.153.486 $ | -165.571 $ | -2,6 % | 6.319.057 $ | +415.515 $ | +7,0 % | 5.903.542 $ | +26.217 $ | +0,4 % | 5.877.325 $ | +103.028 $ | +1,8 % |
| Avidian Wealth Enterprises, LLC | 6.318.259 $ | +501.087 $ | +8,6 % | 5.817.172 $ | +1.216.738 $ | +26,4 % | 4.600.434 $ | -546.573 $ | -10,6 % | 5.147.007 $ | +187.430 $ | +3,8 % |
| PROSPERITY BANCSHARES INC | 6.313.504 $ | +989.562 $ | +18,6 % | 5.323.942 $ | +950.119 $ | +21,7 % | 4.373.823 $ | |||||
| Frederick Financial Consultants, LLC | 6.290.977 $ | +1.066.783 $ | +20,4 % | 5.224.194 $ | -622.396 $ | -10,6 % | 5.846.590 $ | -202.391 $ | -3,3 % | 6.048.981 $ | +638.237 $ | +11,8 % |
| Ballentine Partners, LLC | 6.097.028 $ | -179.384 $ | -2,9 % | 6.276.412 $ | +1.381.146 $ | +28,2 % | 4.895.266 $ | +550.653 $ | +12,7 % | 4.344.613 $ | -2.763.209 $ | -38,9 % |
| M3 Advisory Group, LLC | 6.271.622 $ | +850.604 $ | +15,7 % | 5.421.018 $ | -257.432 $ | -4,5 % | 5.678.450 $ | +218.182 $ | +4,0 % | 5.460.268 $ | +446.621 $ | +8,9 % |
| Symmetry Partners, LLC | 6.266.427 $ | +247.794 $ | +4,1 % | 6.018.633 $ | +1.097.386 $ | +22,3 % | 4.921.247 $ | +671.862 $ | +15,8 % | 4.249.385 $ | +630.021 $ | +17,4 % |
| Pacific Park Financial, Inc. | 6.262.967 $ | +472.052 $ | +8,2 % | 5.790.915 $ | +127.878 $ | +2,3 % | 5.663.037 $ | |||||
| CHERRYDALE WEALTH MANAGEMENT, LLC | 6.250.737 $ | +493.058 $ | +8,6 % | 5.757.679 $ | +1.002.421 $ | +21,1 % | 4.755.258 $ | +451.364 $ | +10,5 % | 4.303.894 $ | +234.759 $ | +5,8 % |
| BDFS Capital LLC | 6.248.614 $ | +1.004.710 $ | +19,2 % | 5.243.904 $ | +239.482 $ | +4,8 % | 5.004.422 $ | |||||
| PETRA FINANCIAL ADVISORS INC | 5.937.350 $ | +109.710 $ | +1,9 % | 5.827.640 $ | -410.683 $ | -6,6 % | 6.238.323 $ | +96.211 $ | +1,6 % | 6.142.112 $ | +103.414 $ | +1,7 % |
| Bellecapital International Ltd. | 6.236.657 $ | +370.724 $ | +6,3 % | 5.865.933 $ | +3.953.653 $ | +206,8 % | 1.912.280 $ | +62.241 $ | +3,4 % | 1.850.039 $ | +23.811 $ | +1,3 % |
| Rezny Wealth Management, Inc. | 5.111.739 $ | +1.836 $ | +0,0 % | 5.109.903 $ | -446.879 $ | -8,0 % | 5.556.782 $ | -676.799 $ | -10,9 % | 6.233.581 $ | -173.324 $ | -2,7 % |
| ATLas Financial Planning LLC | 6.231.976 $ | +447.762 $ | +7,7 % | 5.784.214 $ | +585.605 $ | +11,3 % | 5.198.609 $ | |||||
| Oak Grove Capital LLC | 3.862.014 $ | -2.080.507 $ | -35,0 % | 5.942.521 $ | -287.186 $ | -4,6 % | 6.229.707 $ | +4.164.072 $ | +201,6 % | 2.065.635 $ | -699.964 $ | -25,3 % |
| HOWARD BAILEY SECURITIES, LLC | 6.205.005 $ | +1.328.632 $ | +27,2 % | 4.876.373 $ | -1.054.110 $ | -17,8 % | 5.930.483 $ | +343.982 $ | +6,2 % | 5.586.501 $ | +1.816.273 $ | +48,2 % |
| Modus Advisors, LLC | 6.193.098 $ | +234.547 $ | +3,9 % | 5.958.551 $ | +352.471 $ | +6,3 % | 5.606.080 $ | +805.972 $ | +16,8 % | 4.800.108 $ | +150.113 $ | +3,2 % |
| COOKE & BIELER LP | 6.185.274 $ | |||||||||||
| Capstone Financial Advisors, Inc. | 6.182.959 $ | +1.018.003 $ | +19,7 % | 5.164.956 $ | -20.571 $ | -0,4 % | 5.185.527 $ | +90.039 $ | +1,8 % | 5.095.488 $ | +479.835 $ | +10,4 % |
| Balboa Wealth Partners | 6.181.386 $ | +508.635 $ | +9,0 % | 5.672.751 $ | -498.604 $ | -8,1 % | 6.171.355 $ | +2.029.815 $ | +49,0 % | 4.141.540 $ | -764.796 $ | -15,6 % |
| Forthright Family Wealth Advisory LLC | 5.012.117 $ | -1.164.487 $ | -18,9 % | 6.176.604 $ | +1.273.848 $ | +26,0 % | 4.902.756 $ | +182.290 $ | +3,9 % | 4.720.466 $ | -422.740 $ | -8,2 % |
| Michels Family Financial, LLC | 6.172.787 $ | +1.081.571 $ | +21,2 % | 5.091.216 $ | -147.145 $ | -2,8 % | 5.238.361 $ | +334.972 $ | +6,8 % | 4.903.389 $ | +527.564 $ | +12,1 % |
| Parker Financial LLC | 6.145.492 $ | -24.885 $ | -0,4 % | 6.170.377 $ | +293.590 $ | +5,0 % | 5.876.787 $ | +62.930 $ | +1,1 % | 5.813.857 $ | +16.294 $ | +0,3 % |
| Manuka Financial, LLC | 6.168.154 $ | +878.239 $ | +16,6 % | 5.289.915 $ | +378.346 $ | +7,7 % | 4.911.569 $ | -111.081 $ | -2,2 % | 5.022.650 $ | +922.887 $ | +22,5 % |
| Professional Financial Advisors, LLC | 2.396.310 $ | +11.830 $ | +0,5 % | 2.384.480 $ | -3.772.328 $ | -61,3 % | 6.156.808 $ | +716.236 $ | +13,2 % | 5.440.572 $ | -372.181 $ | -6,4 % |
| Rinkey Investments | 6.150.800 $ | +1.979.792 $ | +47,5 % | 4.171.008 $ | +290.221 $ | +7,5 % | 3.880.787 $ | +231.251 $ | +6,3 % | 3.649.536 $ | +185.682 $ | +5,4 % |
| William B. Walkup & Associates, Inc. | 6.137.519 $ | |||||||||||
| Sankala Group LLC | 6.127.529 $ | +598.950 $ | +10,8 % | 5.528.579 $ | -304.466 $ | -5,2 % | 5.833.045 $ | |||||
| Blue Capital, Inc. | 6.104.086 $ | +891.819 $ | +17,1 % | 5.212.267 $ | -695.680 $ | -11,8 % | 5.907.947 $ | -190.277 $ | -3,1 % | 6.098.224 $ | -715.856 $ | -10,5 % |
| Beaumont Financial Advisors, LLC | 5.349.193 $ | +267.656 $ | +5,3 % | 5.081.537 $ | -347.999 $ | -6,4 % | 5.429.536 $ | -674.508 $ | -11,1 % | 6.104.044 $ | +745.702 $ | +13,9 % |
| IFG Advisors, LLC | 6.095.915 $ | +1.508.154 $ | +32,9 % | 4.587.761 $ | +693.981 $ | +17,8 % | 3.893.780 $ | +991.426 $ | +34,2 % | 2.902.354 $ | +598.491 $ | +26,0 % |
| GUYASUTA INVESTMENT ADVISORS INC | 6.079.288 $ | +67.217 $ | +1,1 % | 6.012.071 $ | +166.980 $ | +2,9 % | 5.845.091 $ | -14.662 $ | -0,3 % | 5.859.753 $ | +5.624.349 $ | +2.389,2 % |
| CHRISTINE MESSMER PC | 4.680.325 $ | +97.313 $ | +2,1 % | 4.583.012 $ | -1.490.006 $ | -24,5 % | 6.073.018 $ | |||||
| CKW FINANCIAL GROUP | 6.064.000 $ | +827.000 $ | +15,8 % | 5.237.000 $ | -193.000 $ | -3,6 % | 5.430.000 $ | +113.000 $ | +2,1 % | 5.317.000 $ | +401.000 $ | +8,2 % |
| Golden Bell Financial Planning LLC | 6.058.138 $ | +184.184 $ | +3,1 % | 5.873.954 $ | +184.331 $ | +3,2 % | 5.689.623 $ | +131.475 $ | +2,4 % | 5.558.148 $ | +300.250 $ | +5,7 % |
| WHITTIER TRUST CO OF NEVADA INC | 6.054.200 $ | +155.532 $ | +2,6 % | 5.898.668 $ | -147.384 $ | -2,4 % | 6.046.052 $ | +2.382 $ | +0,0 % | 6.043.670 $ | +12.942 $ | +0,2 % |
| BANK HAPOALIM BM | 5.397.000 $ | -116.000 $ | -2,1 % | 5.513.000 $ | -422.000 $ | -7,1 % | 5.935.000 $ | -104.000 $ | -1,7 % | 6.039.000 $ | +56.000 $ | +0,9 % |
| One William Street Capital Management, L.P. | 5.926.005 $ | -7.170 $ | -0,1 % | 5.933.175 $ | -97.512 $ | -1,6 % | 6.030.687 $ | |||||
| Petersen Hastings Wealth Advisors Inc. | 6.022.867 $ | +224.535 $ | +3,9 % | 5.798.332 $ | +200.523 $ | +3,6 % | 5.597.809 $ | |||||
| Fairman Group, LLC | 6.019.709 $ | +5.154.133 $ | +595,5 % | 865.576 $ | -176.510 $ | -16,9 % | 1.042.086 $ | -98.943 $ | -8,7 % | 1.141.029 $ | +67.400 $ | +6,3 % |
| Cypress Wealth Services, LLC | 5.512.769 $ | -481.159 $ | -8,0 % | 5.993.928 $ | +910.004 $ | +17,9 % | 5.083.924 $ | +636.521 $ | +14,3 % | 4.447.403 $ | +196.844 $ | +4,6 % |
| Ancora Advisors LLC | 5.993.723 $ | +2.219.302 $ | +58,8 % | 3.774.421 $ | -70.942 $ | -1,8 % | 3.845.363 $ | +211.085 $ | +5,8 % | 3.634.278 $ | -117.364 $ | -3,1 % |
| BURKETT FINANCIAL SERVICES, LLC | 5.969.008 $ | +164.138 $ | +2,8 % | 5.804.870 $ | +529.021 $ | +10,0 % | 5.275.849 $ | +1.129.623 $ | +27,2 % | 4.146.226 $ | -2.358.559 $ | -36,3 % |
| Asset One Wealth Management LLC | 5.964.382 $ | +1.163.956 $ | +24,2 % | 4.800.426 $ | -175.807 $ | -3,5 % | 4.976.233 $ | |||||
| KEB ASSET MANAGEMENT, LLC | 5.925.694 $ | +1.562.017 $ | +35,8 % | 4.363.677 $ | +907.318 $ | +26,3 % | 3.456.359 $ | +1.484.336 $ | +75,3 % | 1.972.023 $ | +243.069 $ | +14,1 % |
| Traub Capital Management LLC | 5.857.636 $ | +114.157 $ | +2,0 % | 5.743.479 $ | -67.741 $ | -1,2 % | 5.811.220 $ | -90.626 $ | -1,5 % | 5.901.846 $ | +54.161 $ | +0,9 % |
| SWP FINANCIAL LLC | 5.891.055 $ | +419.852 $ | +7,7 % | 5.471.203 $ | +69.550 $ | +1,3 % | 5.401.653 $ | +160.870 $ | +3,1 % | 5.240.783 $ | +219.149 $ | +4,4 % |
| WEST PACES ADVISORS INC. | 5.846.448 $ | +47.316 $ | +0,8 % | 5.799.132 $ | -91.015 $ | -1,5 % | 5.890.147 $ | +964.304 $ | +19,6 % | 4.925.843 $ | -191.057 $ | -3,7 % |
| CLEAR INVESTMENT RESEARCH, LLC | 5.225.328 $ | -10.640 $ | -0,2 % | 5.235.968 $ | -197.571 $ | -3,6 % | 5.433.539 $ | -452.717 $ | -7,7 % | 5.886.256 $ | +111.511 $ | +1,9 % |
| Counterweight Ventures, LLC | 5.776.161 $ | -105.295 $ | -1,8 % | 5.881.456 $ | +759.725 $ | +14,8 % | 5.121.731 $ | +581.810 $ | +12,8 % | 4.539.921 $ | +1.136.138 $ | +33,4 % |
| Hoxton Planning & Management, LLC | 5.873.216 $ | +1.190.746 $ | +25,4 % | 4.682.470 $ | +131.218 $ | +2,9 % | 4.551.252 $ | +1.313.429 $ | +40,6 % | 3.237.823 $ | +595.503 $ | +22,5 % |
| Waterford Advisors, LLC | 5.845.788 $ | +391.415 $ | +7,2 % | |||||||||
| Hershey Financial Advisers, LLC | 3.459.085 $ | +1.406.973 $ | +68,6 % | 2.052.112 $ | -3.785.213 $ | -64,8 % | 5.837.325 $ | +5.286.217 $ | +959,2 % | 551.108 $ | -2.366.939 $ | -81,1 % |
| Stegner Investment Associates Inc. | 5.834.163 $ | +827.816 $ | +16,5 % | 5.006.347 $ | -549.653 $ | -9,9 % | 5.556.000 $ | -152.585 $ | -2,7 % | 5.708.585 $ | +726.535 $ | +14,6 % |
| ARROW FINANCIAL CORP | 4.397.308 $ | -392.185 $ | -8,2 % | 4.789.493 $ | -1.039.966 $ | -17,8 % | 5.829.459 $ | +479.824 $ | +9,0 % | 5.349.635 $ | -220.136 $ | -4,0 % |
| PFG Private Wealth Management, LLC | 5.828.171 $ | |||||||||||
| Overbrook Management Corp | 5.816.990 $ | |||||||||||
| Copia Wealth Management | 5.804.232 $ | +1.298.659 $ | +28,8 % | 4.505.573 $ | +619.027 $ | +15,9 % | 3.886.546 $ | +480.013 $ | +14,1 % | 3.406.533 $ | +610.839 $ | +21,8 % |
| PLANNING DIRECTIONS INC | 4.532.144 $ | -383.968 $ | -7,8 % | 4.916.112 $ | -723.064 $ | -12,8 % | 5.639.176 $ | -163.924 $ | -2,8 % | 5.803.100 $ | +322.058 $ | +5,9 % |
| GENESIS PRIVATE WEALTH, LLC | 5.797.871 $ | +304.236 $ | +5,5 % | 5.493.635 $ | -105.025 $ | -1,9 % | 5.598.660 $ | +1.672.181 $ | +42,6 % | 3.926.479 $ | +138.043 $ | +3,6 % |
| NAPLES GLOBAL ADVISORS, LLC | 5.783.803 $ | +395.243 $ | +7,3 % | 5.388.560 $ | -7.601 $ | -0,1 % | 5.396.161 $ | +14.514 $ | +0,3 % | 5.381.647 $ | +199.995 $ | +3,9 % |
| Yoder Wealth Management, Inc. | 5.606.568 $ | -58.363 $ | -1,0 % | 5.664.931 $ | -59.939 $ | -1,0 % | 5.724.870 $ | -58.809 $ | -1,0 % | 5.783.679 $ | +71.218 $ | +1,2 % |
| Sheets Smith Investment Management | 5.775.570 $ | -5.808.809 $ | -50,1 % | |||||||||
| Colony Family Offices, LLC | 3.385.727 $ | -2.045.029 $ | -37,7 % | 5.430.756 $ | -108.364 $ | -2,0 % | 5.539.120 $ | -231.946 $ | -4,0 % | 5.771.066 $ | -903.521 $ | -13,5 % |
| Bridgelight Financial Advisors, Inc. | 5.761.697 $ | +5.534.885 $ | +2.440,3 % | 226.812 $ | +174 $ | +0,1 % | 226.638 $ | |||||
| FCA CORP /TX | 5.739.805 $ | +959 $ | +0,0 % | 5.738.846 $ | +95.304 $ | +1,7 % | 5.643.542 $ | +72.309 $ | +1,3 % | 5.571.233 $ | +289.236 $ | +5,5 % |
| PROTECTIVE LIFE CORP | 983.592 $ | -4.738.653 $ | -82,8 % | 5.722.245 $ | ||||||||
| Tradewinds, LLC. | 3.716.429 $ | +1.857.110 $ | +99,9 % | 1.859.319 $ | -3.831.828 $ | -67,3 % | 5.691.147 $ | +5.008.613 $ | +733,8 % | |||
| SUMMIT WEALTH GROUP LLC / CO | 5.687.617 $ | +1.114.171 $ | +24,4 % | 4.573.446 $ | +1.923.292 $ | +72,6 % | 2.650.154 $ | +1.671.925 $ | +170,9 % | 978.229 $ | -1.261.059 $ | -56,3 % |
| BAR HARBOR WEALTH MANAGEMENT | 5.680.026 $ | +167.828 $ | +3,0 % | 5.512.198 $ | -95.771 $ | -1,7 % | 5.607.969 $ | +83.527 $ | +1,5 % | 5.524.442 $ | -178.093 $ | -3,1 % |
| BFSG, LLC | 5.668.401 $ | +383.753 $ | +7,3 % | 5.284.648 $ | +1.252.493 $ | +31,1 % | 4.032.155 $ | +217.143 $ | +5,7 % | 3.815.012 $ | +170.351 $ | +4,7 % |
| Richmond Brothers, Inc. | 2.128.404 $ | -1.823.043 $ | -46,1 % | 3.951.447 $ | -1.700.820 $ | -30,1 % | 5.652.267 $ | +1.267.072 $ | +28,9 % | 4.385.195 $ | -1.782.467 $ | -28,9 % |
| BEACON FINANCIAL PLANNING, INC | 5.639.417 $ | +800.628 $ | +16,5 % | 4.838.789 $ | +1.674.127 $ | +52,9 % | 3.164.662 $ | +725.067 $ | +29,7 % | 2.439.595 $ | +400.808 $ | +19,7 % |
| Wealth Advisory Team LLC | 5.636.372 $ | +367.034 $ | +7,0 % | 5.269.338 $ | +410.850 $ | +8,5 % | ||||||
| Migdal Insurance & Financial Holdings Ltd. | 5.622.658 $ | +1.516.183 $ | +36,9 % | 4.106.475 $ | +612.475 $ | +17,5 % | 3.494.000 $ | +282.000 $ | +8,8 % | 3.212.000 $ | -1.640.000 $ | -33,8 % |
| Mittelman Wealth Management | 5.619.444 $ | +1.973.460 $ | +54,1 % | 3.645.984 $ | +2.081.717 $ | +133,1 % | 1.564.267 $ | +258.209 $ | +19,8 % | 1.306.058 $ | +415.032 $ | +46,6 % |
| Factorial Partners, LLC | 1.481.380 $ | -917.527 $ | -38,2 % | 2.398.907 $ | -3.216.638 $ | -57,3 % | 5.615.545 $ | +4.832.901 $ | +617,5 % | |||
| Madden Advisory Services, Inc. | 5.598.645 $ | +83.455 $ | +1,5 % | 5.515.190 $ | +562.295 $ | +11,4 % | 4.952.895 $ | +178.636 $ | +3,7 % | 4.774.259 $ | +1.644.061 $ | +52,5 % |
| Ignite Planners, LLC | 5.591.524 $ | +510.721 $ | +10,1 % | 5.080.803 $ | -327.127 $ | -6,0 % | 5.407.930 $ | +263.611 $ | +5,1 % | 5.144.319 $ | +51.185 $ | +1,0 % |
| Richmond Investment Services, LLC | 5.589.693 $ | +2.958.785 $ | +112,5 % | 2.630.908 $ | +220.847 $ | +9,2 % | 2.410.061 $ | +495.767 $ | +25,9 % | |||
| Austin Private Wealth, LLC | 5.514.419 $ | -74.283 $ | -1,3 % | 5.588.702 $ | +553.673 $ | +11,0 % | ||||||
| Waterloo Capital, L.P. | 1.262.308 $ | +32.299 $ | +2,6 % | 1.230.009 $ | -4.343.297 $ | -77,9 % | 5.573.306 $ | +3.937.277 $ | +240,7 % | 1.636.029 $ | +815.282 $ | +99,3 % |
| Macco Financial Group, Inc. | 3.243.129 $ | -2.325.018 $ | -41,8 % | 5.568.147 $ | ||||||||
| Ironwood Investment Counsel, LLC | 5.148.244 $ | +44.046 $ | +0,9 % | 5.104.198 $ | -230.320 $ | -4,3 % | 5.334.518 $ | -232.081 $ | -4,2 % | 5.566.599 $ | -85.730 $ | -1,5 % |
| Vermillion Wealth Management, Inc. | 5.556.631 $ | +1.125.079 $ | +25,4 % | 4.431.552 $ | +294.206 $ | +7,1 % | 4.137.346 $ | -118.281 $ | -2,8 % | 4.255.627 $ | +630.179 $ | +17,4 % |
| Key Capital Management, INC | 5.550.902 $ | +1.455.224 $ | +35,5 % | 4.095.678 $ | +567.966 $ | +16,1 % | 3.527.712 $ | |||||
| Hickory Point Bank & Trust | 5.548.048 $ | +429.291 $ | +8,4 % | 5.118.757 $ | +507.802 $ | +11,0 % | 4.610.955 $ | +198.423 $ | +4,5 % | 4.412.532 $ | +585.434 $ | +15,3 % |
| Bay Rivers Group | 5.546.550 $ | +848.667 $ | +18,1 % | 4.697.883 $ | +95.014 $ | +2,1 % | 4.602.869 $ | -1.711 $ | -0,0 % | 4.604.580 $ | +93.091 $ | +2,1 % |
| Gilbert Capital Group, Inc. | 5.510.461 $ | +142.013 $ | +2,6 % | 5.368.448 $ | -176.112 $ | -3,2 % | 5.544.560 $ | +839.574 $ | +17,8 % | 4.704.986 $ | +541.877 $ | +13,0 % |
| W1M Asset Management Ltd | 4.452.219 $ | +1.935.466 $ | +76,9 % | 2.516.753 $ | -3.017.579 $ | -54,5 % | 5.534.332 $ | |||||
| Prosperity Advisers, LLC | 5.528.629 $ | +299.125 $ | +5,7 % | 5.229.504 $ | +17.059 $ | +0,3 % | 5.212.445 $ | |||||
| PRIVATE CLIENT SERVICES, LLC | 4.181.879 $ | -1.326.773 $ | -24,1 % | 5.508.652 $ | +717.283 $ | +15,0 % | 4.791.369 $ | +132.649 $ | +2,8 % | 4.658.720 $ | -258.889 $ | -5,3 % |
| Eukles Asset Management | 5.503.402 $ | +596.256 $ | +12,2 % | 4.907.146 $ | +740.728 $ | +17,8 % | 4.166.418 $ | +353.838 $ | +9,3 % | 3.812.580 $ | +114.477 $ | +3,1 % |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 5.488.734 $ | +551.803 $ | +11,2 % | 4.936.931 $ | +400.436 $ | +8,8 % | 4.536.495 $ | |||||
| Plan A Wealth LLC | 5.483.430 $ | +594.256 $ | +12,2 % | 4.889.174 $ | +670.761 $ | +15,9 % | 4.218.413 $ | +122.926 $ | +3,0 % | 4.095.487 $ | +853.067 $ | +26,3 % |
| Mezzasalma Advisors, LLC | 5.349.900 $ | +540.206 $ | +11,2 % | 4.809.694 $ | -578.524 $ | -10,7 % | 5.388.218 $ | -80.378 $ | -1,5 % | 5.468.596 $ | +422.242 $ | +8,4 % |
| RFG - Bristol Wealth Advisors, LLC | 3.989.346 $ | +147.639 $ | +3,8 % | 3.841.707 $ | -1.511.764 $ | -28,2 % | 5.353.471 $ | -109.374 $ | -2,0 % | 5.462.845 $ | -13.877.337 $ | -71,8 % |
| Armor Investment Advisors, LLC | 1.412.802 $ | +250.885 $ | +21,6 % | 1.161.917 $ | -130.506 $ | -10,1 % | 1.292.423 $ | -4.166.939 $ | -76,3 % | 5.459.362 $ | +474.854 $ | +9,5 % |
| SOUTH PLAINS FINANCIAL, INC. | 5.056.678 $ | +4.718 $ | +0,1 % | 5.051.960 $ | -156.749 $ | -3,0 % | 5.208.709 $ | -246.605 $ | -4,5 % | 5.455.314 $ | +166.587 $ | +3,1 % |
| Seed Wealth Management, Inc. | 5.450.824 $ | +1.079.531 $ | +24,7 % | 4.371.293 $ | -531.550 $ | -10,8 % | 4.902.843 $ | -431.244 $ | -8,1 % | 5.334.087 $ | -2.553 $ | -0,0 % |
| HFG Advisors, Inc. | 5.442.431 $ | +654.559 $ | +13,7 % | 4.787.872 $ | -123.062 $ | -2,5 % | 4.910.934 $ | +138.247 $ | +2,9 % | 4.772.687 $ | +382.781 $ | +8,7 % |
| Ankerstar Wealth, LLC | 3.902.102 $ | -1.530.963 $ | -28,2 % | 5.433.065 $ | +393.228 $ | +7,8 % | 5.039.837 $ | |||||
| Quotient Wealth Partners, LLC | 5.424.064 $ | +504.207 $ | +10,2 % | 4.919.857 $ | +1.596.226 $ | +48,0 % | 3.323.631 $ | +9.339 $ | +0,3 % | 3.314.292 $ | +294.660 $ | +9,8 % |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5.413.000 $ | +1.866.567 $ | +52,6 % | |||||||||
| Andrews Advisory Associates, LLC | 2.320.919 $ | -369.767 $ | -13,7 % | 2.690.686 $ | -2.686.386 $ | -50,0 % | 5.377.072 $ | |||||
| Austin Asset Management Co Inc | 4.274.030 $ | +184.982 $ | +4,5 % | 4.089.048 $ | -753.173 $ | -15,6 % | 4.842.221 $ | -531.463 $ | -9,9 % | 5.373.684 $ | +49.758 $ | +0,9 % |
| Chesley Taft & Associates LLC | 5.361.532 $ | +839.106 $ | +18,6 % | 4.522.426 $ | +1.085.005 $ | +31,6 % | 3.437.421 $ | +354.105 $ | +11,5 % | 3.083.316 $ | +47.058 $ | +1,5 % |
| PETTYJOHN, WOOD & WHITE, INC | 5.334.040 $ | +554.864 $ | +11,6 % | 4.779.176 $ | +212.633 $ | +4,7 % | 4.566.543 $ | +195.688 $ | +4,5 % | 4.370.855 $ | +51.576 $ | +1,2 % |
| Janney Capital Management LLC | 5.173.000 $ | -147.000 $ | -2,8 % | 5.320.000 $ | -70.000 $ | -1,3 % | ||||||
| Mayflower Financial Advisors, LLC | 5.304.752 $ | +325.471 $ | +6,5 % | 4.979.281 $ | +934.622 $ | +23,1 % | 4.044.659 $ | -30.833 $ | -0,8 % | 4.075.492 $ | +333.723 $ | +8,9 % |
| REICON WEALTH ADVISORS, LLC | 5.286.415 $ | +2.386.970 $ | +82,3 % | 2.899.445 $ | -1.038.311 $ | -26,4 % | 3.937.756 $ | |||||
| Elmwood Wealth Management, Inc. | 5.277.693 $ | +106.269 $ | +2,1 % | 5.171.424 $ | -8.445 $ | -0,2 % | 5.179.869 $ | -29.828 $ | -0,6 % | 5.209.697 $ | -1.338.365 $ | -20,4 % |
| Quartz Partners, LLC | 5.266.474 $ | +1.109.015 $ | +26,7 % | 4.157.459 $ | +207.509 $ | +5,3 % | 3.949.950 $ | +304.467 $ | +8,4 % | 3.645.483 $ | +615.498 $ | +20,3 % |
| Agate Pass Investment Management, LLC | 5.260.288 $ | +687.961 $ | +15,0 % | 4.572.327 $ | +1.771 $ | +0,0 % | 4.570.556 $ | +17.355 $ | +0,4 % | 4.553.201 $ | +285.575 $ | +6,7 % |
| Refined Wealth Management | 253.896 $ | -1.873 $ | -0,7 % | 255.769 $ | -4.807.538 $ | -94,9 % | 5.063.307 $ | -193.548 $ | -3,7 % | 5.256.855 $ | +272.575 $ | +5,5 % |
| Legacy Financial Advisors, Inc. | 4.844.208 $ | +557.672 $ | +13,0 % | 4.286.536 $ | -804.092 $ | -15,8 % | 5.090.628 $ | -161.124 $ | -3,1 % | 5.251.752 $ | +196.120 $ | +3,9 % |
| Arcadia Wealth Management, LLC | 5.223.410 $ | +396.918 $ | +8,2 % | 4.826.492 $ | +79.302 $ | +1,7 % | 4.747.190 $ | +31.290 $ | +0,7 % | 4.715.900 $ | +148.478 $ | +3,3 % |
| UMB Bank, n.a. | 5.216.151 $ | +930.716 $ | +21,7 % | 4.285.435 $ | -209.806 $ | -4,7 % | 4.495.241 $ | +3.415.599 $ | +316,4 % | 1.079.642 $ | -37.942 $ | -3,4 % |
| SPROTT INC. | 5.168.562 $ | -15.696 $ | -0,3 % | 5.184.258 $ | -30.084 $ | -0,6 % | 5.214.342 $ | +922.101 $ | +21,5 % | 4.292.241 $ | +690.891 $ | +19,2 % |
| New Capital Management LP | 4.389.149 $ | +74.942 $ | +1,7 % | 4.314.207 $ | -895.889 $ | -17,2 % | 5.210.096 $ | |||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4.640.852 $ | -567.334 $ | -10,9 % | 5.208.186 $ | +810.808 $ | +18,4 % | 4.397.378 $ | +4.364.213 $ | +13.159,1 % | 33.165 $ | +22.762 $ | +218,8 % |
| Heck Capital Advisors, LLC | 5.199.535 $ | +1.496.522 $ | +40,4 % | 3.703.013 $ | -880.366 $ | -19,2 % | 4.583.379 $ | +4.033.484 $ | +733,5 % | 549.895 $ | +654 $ | +0,1 % |
| COMPASS FINANCIAL MANAGEMENT LLC | 5.187.325 $ | |||||||||||
| CLARK FINANCIAL SERVICES GROUP INC /BD | 5.180.483 $ | +739.043 $ | +16,6 % | 4.441.440 $ | +8.036 $ | +0,2 % | 4.433.404 $ | -26.826 $ | -0,6 % | 4.460.230 $ | +261.844 $ | +6,2 % |
| Triad Investment Management | 2.067.042 $ | -1.829.509 $ | -47,0 % | 3.896.551 $ | -1.262.597 $ | -24,5 % | 5.159.148 $ | |||||
| M Holdings Securities, Inc. | 1.833.000 $ | -3.000 $ | -0,2 % | 1.836.000 $ | -3.314.000 $ | -64,3 % | 5.150.000 $ | +3.580.000 $ | +228,0 % | 1.570.000 $ | -21.190.000 $ | -93,1 % |
| DRIVE WEALTH MANAGEMENT, LLC | 5.147.691 $ | +871.677 $ | +20,4 % | |||||||||
| GC Wealth Management RIA, LLC | 5.145.874 $ | +2.435.085 $ | +89,8 % | 2.710.789 $ | -425.543 $ | -13,6 % | 3.136.332 $ | -1.432.861 $ | -31,4 % | 4.569.193 $ | -2.252.573 $ | -33,0 % |
| Genesis Wealth Advisors, LLC | 5.142.471 $ | +441.635 $ | +9,4 % | 4.700.836 $ | +331.058 $ | +7,6 % | 4.369.778 $ | +32.467 $ | +0,7 % | 4.337.311 $ | +67.615 $ | +1,6 % |
| BetterWealth, LLC | 5.139.758 $ | +185.689 $ | +3,7 % | 4.954.069 $ | +381.411 $ | +8,3 % | 4.572.658 $ | +345.811 $ | +8,2 % | 4.226.847 $ | +276.804 $ | +7,0 % |
| Massachusetts Wealth Management | 4.975.018 $ | -23.035 $ | -0,5 % | 4.998.053 $ | -136.639 $ | -2,7 % | 5.134.692 $ | +330.739 $ | +6,9 % | 4.803.953 $ | +42.539 $ | +0,9 % |
| USAdvisors Wealth Management, LLC | 4.941.000 $ | +313.000 $ | +6,8 % | 4.628.000 $ | -500.000 $ | -9,8 % | 5.128.000 $ | +187.000 $ | +3,8 % | 4.941.000 $ | +605.000 $ | +14,0 % |
| SGL Investment Advisors, Inc. | 5.127.272 $ | +995.494 $ | +24,1 % | 4.131.778 $ | +1.340.661 $ | +48,0 % | 2.791.117 $ | +477.931 $ | +20,7 % | 2.313.186 $ | +717.671 $ | +45,0 % |
| SSA SWISS ADVISORS AG | 5.003.145 $ | -110.092 $ | -2,2 % | 5.113.237 $ | +2.072.034 $ | +68,1 % | 3.041.203 $ | -951.198 $ | -23,8 % | 3.992.401 $ | +680.390 $ | +20,5 % |
| Flower City Capital | 5.108.553 $ | +847.455 $ | +19,9 % | 4.261.098 $ | +228.882 $ | +5,7 % | 4.032.216 $ | +172.980 $ | +4,5 % | 3.859.236 $ | +443.341 $ | +13,0 % |
| Prosperity Wealth Management, Inc. | 5.102.576 $ | +251.230 $ | +5,2 % | 4.851.346 $ | +723.975 $ | +17,5 % | ||||||
| 17 CAPITAL PARTNERS, LLC | 5.093.127 $ | +1.076.837 $ | +26,8 % | 4.016.290 $ | +885.929 $ | +28,3 % | 3.130.361 $ | +1.697.738 $ | +118,5 % | 1.432.623 $ | +427.131 $ | +42,5 % |
| TECTONIC ADVISORS LLC | 4.851.345 $ | +174.595 $ | +3,7 % | 4.676.750 $ | -411.224 $ | -8,1 % | 5.087.974 $ | +259.092 $ | +5,4 % | 4.828.882 $ | +535.499 $ | +12,5 % |
| Corundum Group, Inc. | 5.084.382 $ | |||||||||||
| Arcataur Capital Management LLC | 5.083.447 $ | +11.911 $ | +0,2 % | 5.071.536 $ | +62.658 $ | +1,3 % | 5.008.878 $ | -54.528 $ | -1,1 % | 5.063.406 $ | +17.938 $ | +0,4 % |
| Forum Finance Group S.A. | 5.082.000 $ | +1.666.000 $ | +48,8 % | 3.416.000 $ | ||||||||
| Rooted Wealth Advisors, Inc. | 864.923 $ | -4.215.431 $ | -83,0 % | 5.080.354 $ | +107.980 $ | +2,2 % | 4.972.374 $ | +464.211 $ | +10,3 % | 4.508.163 $ | +399.589 $ | +9,7 % |
| ACR Alpine Capital Research, LLC | 5.080.145 $ | |||||||||||
| CORE WEALTH ADVISORS, LLC | 5.075.347 $ | +377.924 $ | +8,0 % | 4.697.423 $ | +4.174.234 $ | +797,8 % | 523.189 $ | |||||
| Kuhn & Co Investment Counsel | 5.074.390 $ | +61.593 $ | +1,2 % | 5.012.797 $ | +418.140 $ | +9,1 % | 4.594.657 $ | +464.844 $ | +11,3 % | 4.129.813 $ | +1.127.362 $ | +37,5 % |
| Hoese & Co LLP | 5.049.333 $ | +200.098 $ | +4,1 % | 4.849.235 $ | +285.704 $ | +6,3 % | 4.563.531 $ | +1.833.930 $ | +67,2 % | 2.729.601 $ | +2.625.831 $ | +2.530,4 % |
| Portside Wealth Group, LLC | 5.029.106 $ | +198.613 $ | +4,1 % | 4.830.493 $ | +104.806 $ | +2,2 % | 4.725.687 $ | +328.015 $ | +7,5 % | 4.397.672 $ | -292.028 $ | -6,2 % |
| AMES NATIONAL CORP | 5.023.151 $ | +215.763 $ | +4,5 % | 4.807.388 $ | +328.093 $ | +7,3 % | 4.479.295 $ | +61.119 $ | +1,4 % | 4.418.176 $ | +62.281 $ | +1,4 % |
| Capital Squared Financial LLC | 4.417.355 $ | -602.752 $ | -12,0 % | 5.020.107 $ | +1.491.046 $ | +42,3 % | 3.529.061 $ | +1.746.395 $ | +98,0 % | 1.782.666 $ | +99.195 $ | +5,9 % |
| Riverview Capital Advisers, LLC | 5.019.206 $ | +1.860.746 $ | +58,9 % | 3.158.460 $ | +2.248.182 $ | +247,0 % | 910.278 $ | +673.685 $ | +284,7 % | 236.593 $ | +1.273 $ | +0,5 % |
| Compass Financial Group, INC/SD | 5.017.040 $ | +419.189 $ | +9,1 % | 4.597.851 $ | -273.776 $ | -5,6 % | 4.871.627 $ | -66.709 $ | -1,4 % | 4.938.336 $ | +118.102 $ | +2,5 % |
| Delta Wealth Advisors LLC | 5.007.987 $ | +426.454 $ | +9,3 % | 4.581.533 $ | +4.045.441 $ | +754,6 % | 536.092 $ | +13.082 $ | +2,5 % | 523.010 $ | -1.604 $ | -0,3 % |
| GWN SECURITIES INC. | 5.000.664 $ | +580.929 $ | +13,1 % | 4.419.735 $ | +1.143.196 $ | +34,9 % | 3.276.539 $ | +426.208 $ | +15,0 % | 2.850.331 $ | -2.314.813 $ | -44,8 % |
| TOWNSQUARE CAPITAL LLC | 1.675.068 $ | +97.809 $ | +6,2 % | 1.577.259 $ | -47.122 $ | -2,9 % | 1.624.381 $ | -3.376.127 $ | -67,5 % | 5.000.508 $ | -4.348.239 $ | -46,5 % |
| Walker Financial Services, Inc. | 2.373.149 $ | -508.637 $ | -17,7 % | 2.881.786 $ | -1.029.329 $ | -26,3 % | 3.911.115 $ | -1.087.672 $ | -21,8 % | 4.998.787 $ | -542.059 $ | -9,8 % |
| HANOVER ADVISORS INC | 4.995.965 $ | +325.632 $ | +7,0 % | 4.670.333 $ | +66.125 $ | +1,4 % | 4.604.208 $ | -148.764 $ | -3,1 % | 4.752.972 $ | +19.516 $ | +0,4 % |
| ADAPT WEALTH ADVISORS, LLC | 4.987.777 $ | +618.117 $ | +14,1 % | 4.369.660 $ | -473.787 $ | -9,8 % | 4.843.447 $ | +48.046 $ | +1,0 % | 4.795.401 $ | +442.767 $ | +10,2 % |
| 21 West Wealth Management LLC | 4.981.179 $ | +106.642 $ | +2,2 % | 4.874.537 $ | +480.844 $ | +10,9 % | 4.393.693 $ | +824.149 $ | +23,1 % | 3.569.544 $ | +963.120 $ | +37,0 % |
| Prostatis Group LLC | 925.644 $ | -4.045.495 $ | -81,4 % | 4.971.139 $ | +1.324.133 $ | +36,3 % | 3.647.006 $ | +2.153.062 $ | +144,1 % | 1.493.944 $ | +85.826 $ | +6,1 % |
| Southland Equity Partners LLC | 4.932.407 $ | -31.942 $ | -0,6 % | 4.964.349 $ | +1.949.227 $ | +64,6 % | 3.015.122 $ | +99.670 $ | +3,4 % | 2.915.452 $ | -49.793 $ | -1,7 % |
| M1 Capital Management LLC | 4.957.169 $ | +3.474.809 $ | +234,4 % | 1.482.360 $ | +120.477 $ | +8,8 % | 1.361.883 $ | +406.671 $ | +42,6 % | 955.212 $ | +707.080 $ | +285,0 % |
| FSC Wealth Advisors, LLC | 709.311 $ | -4.243.966 $ | -85,7 % | 4.953.277 $ | +516.335 $ | +11,6 % | ||||||
| CVA Family Office, LLC | 4.947.466 $ | +531.991 $ | +12,0 % | 4.415.475 $ | -304.909 $ | -6,5 % | 4.720.384 $ | +358.162 $ | +8,2 % | 4.362.222 $ | +337.761 $ | +8,4 % |
| Avise Financial Cooperative, Inc. | 4.937.312 $ | +1.170.666 $ | +31,1 % | 3.766.646 $ | +174.533 $ | +4,9 % | 3.592.113 $ | |||||
| Unify Financial Advisors | 4.931.943 $ | +502.445 $ | +11,3 % | 4.429.498 $ | +776.372 $ | +21,3 % | 3.653.126 $ | |||||
| Insight Inv LLC | 4.928.475 $ | +44.712 $ | +0,9 % | 4.883.763 $ | +1.380.148 $ | +39,4 % | 3.503.615 $ | +273.580 $ | +8,5 % | 3.230.035 $ | +131.236 $ | +4,2 % |
| One Wealth Management Investment & Advisory Services, LLC | 4.918.657 $ | |||||||||||
| Purpose Unlimited Inc. | 4.870.933 $ | +29.343 $ | +0,6 % | 4.841.590 $ | -73.206 $ | -1,5 % | 4.914.796 $ | |||||
| AMERICAN NATIONAL BANK & TRUST | 4.912.060 $ | +727.918 $ | +17,4 % | 4.184.142 $ | +198.050 $ | +5,0 % | 3.986.092 $ | +596.532 $ | +17,6 % | 3.389.560 $ | +398.831 $ | +13,3 % |
| Novak & Powell Financial Services, Inc. | 4.228.142 $ | -653.416 $ | -13,4 % | 4.881.558 $ | -30.289 $ | -0,6 % | 4.911.847 $ | +24.210 $ | +0,5 % | 4.887.637 $ | +2.462.502 $ | +101,5 % |
| LaSalle St. Investment Advisors, LLC | 4.910.580 $ | +1.205.550 $ | +32,5 % | 3.705.030 $ | +670.030 $ | +22,1 % | 3.035.000 $ | -54.000 $ | -1,7 % | 3.089.000 $ | +326.000 $ | +11,8 % |
| 4Thought Financial Group Inc. | 4.898.773 $ | +378.983 $ | +8,4 % | 4.519.790 $ | +319.506 $ | +7,6 % | 4.200.284 $ | -11.892 $ | -0,3 % | 4.212.176 $ | +211.341 $ | +5,3 % |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 4.877.679 $ | +815.758 $ | +20,1 % | 4.061.921 $ | -21.541 $ | -0,5 % | 4.083.462 $ | +103.313 $ | +2,6 % | 3.980.149 $ | +509.791 $ | +14,7 % |
| Nest Investments, LLC | 4.867.327 $ | +152.089 $ | +3,2 % | 4.715.238 $ | +271.994 $ | +6,1 % | 4.443.244 $ | |||||
| COMMONS CAPITAL, LLC | 277.063 $ | -4.586.283 $ | -94,3 % | 4.863.346 $ | +3.677.341 $ | +310,1 % | 1.186.005 $ | +71.547 $ | +6,4 % | |||
| Fortis Capital Management LLC | 4.519.234 $ | +31.375 $ | +0,7 % | 4.487.859 $ | -367.231 $ | -7,6 % | 4.855.090 $ | +251.687 $ | +5,5 % | 4.603.403 $ | +100.306 $ | +2,2 % |
| McClarren Financial Advisors, Inc. | 4.840.560 $ | +717.368 $ | +17,4 % | 4.123.192 $ | -361.072 $ | -8,1 % | 4.484.264 $ | -98.894 $ | -2,2 % | 4.583.158 $ | +179.887 $ | +4,1 % |
| Mengis Capital Management, Inc. | 4.838.167 $ | +3.498.695 $ | +261,2 % | 1.339.472 $ | -61.568 $ | -4,4 % | 1.401.040 $ | -72.550 $ | -4,9 % | 1.473.590 $ | +100.948 $ | +7,4 % |
| Evanson Asset Management, LLC | 4.830.752 $ | +851.130 $ | +21,4 % | 3.979.622 $ | +1.440.321 $ | +56,7 % | 2.539.301 $ | +236.914 $ | +10,3 % | |||
| Summit Wealth Partners, LLC | 3.872.458 $ | -473.915 $ | -10,9 % | 4.346.373 $ | -318.921 $ | -6,8 % | 4.665.294 $ | -161.419 $ | -3,3 % | 4.826.713 $ | -18.748 $ | -0,4 % |
| Atlas Legacy Advisors, LLC | 4.826.495 $ | +761.873 $ | +18,7 % | 4.064.622 $ | +148.845 $ | +3,8 % | 3.915.777 $ | +297.410 $ | +8,2 % | 3.618.367 $ | -161.228 $ | -4,3 % |
| Buttonwood Financial Group, LLC | 4.023.869 $ | -799.700 $ | -16,6 % | 4.823.569 $ | -8.165.676 $ | -62,9 % | ||||||
| GAINLINE FINANCIAL PARTNERS, LLC | 4.821.711 $ | |||||||||||
| BridgePort Financial Solutions, LLC | 4.820.198 $ | +18.465 $ | +0,4 % | 4.801.733 $ | +362.397 $ | +8,2 % | 4.439.336 $ | +51.893 $ | +1,2 % | 4.387.443 $ | +730.190 $ | +20,0 % |
| ARBOR TRUST WEALTH ADVISORS, LLC | 4.817.969 $ | +282.963 $ | +6,2 % | 4.535.006 $ | +62.781 $ | +1,4 % | 4.472.225 $ | +138.756 $ | +3,2 % | 4.333.469 $ | +317.578 $ | +7,9 % |
| LEGACY SOLUTIONS, LLC | 4.816.830 $ | +613.152 $ | +14,6 % | 4.203.678 $ | -207.880 $ | -4,7 % | 4.411.558 $ | +164.369 $ | +3,9 % | 4.247.189 $ | +223.842 $ | +5,6 % |
| Elite Life Management LLC | 4.039.140 $ | +89.768 $ | +2,3 % | 3.949.372 $ | -384.439 $ | -8,9 % | 4.333.811 $ | -470.612 $ | -9,8 % | 4.804.423 $ | +640.794 $ | +15,4 % |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 4.800.560 $ | +6.338 $ | +0,1 % | 4.794.222 $ | ||||||||
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4.262.431 $ | -418.944 $ | -8,9 % | 4.681.375 $ | -118.174 $ | -2,5 % | 4.799.549 $ | +133.681 $ | +2,9 % | 4.665.868 $ | +1.098.402 $ | +30,8 % |
| Clarion Wealth Managment Partners, LLC | 4.620.041 $ | +453.412 $ | +10,9 % | 4.166.629 $ | -626.347 $ | -13,1 % | 4.792.976 $ | +60.273 $ | +1,3 % | 4.732.703 $ | +1.919 $ | +0,0 % |
| Cypress Point Wealth Management, LLC | 4.777.914 $ | |||||||||||
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 4.776.768 $ | +413.622 $ | +9,5 % | 4.363.146 $ | +1.330.218 $ | +43,9 % | 3.032.928 $ | |||||
| McDonough Capital Management, Inc | 4.497.580 $ | -55.310 $ | -1,2 % | 4.552.890 $ | -132.674 $ | -2,8 % | 4.685.564 $ | -77.630 $ | -1,6 % | 4.763.194 $ | +1.438.232 $ | +43,3 % |
| UPTICK PARTNERS, LLC | 4.757.554 $ | +1.043.620 $ | +28,1 % | 3.713.934 $ | +1.294.212 $ | +53,5 % | 2.419.722 $ | +958.250 $ | +65,6 % | 1.461.472 $ | -144.087 $ | -9,0 % |
| IFS Group,LLC | 4.749.458 $ | +2.727.783 $ | +134,9 % | 2.021.675 $ | ||||||||
| EJMK Ventures LLC | 4.731.716 $ | +4.531.626 $ | +2.264,8 % | 200.090 $ | -1.443.196 $ | -87,8 % | 1.643.286 $ | |||||
| Successful Portfolios LLC | 4.731.603 $ | +21.699 $ | +0,5 % | 4.709.904 $ | +27.347 $ | +0,6 % | 4.682.557 $ | +45.765 $ | +1,0 % | 4.636.792 $ | +8.276 $ | +0,2 % |
| URS Advisory LLC | 4.731.380 $ | +1.752.262 $ | +58,8 % | 2.979.118 $ | ||||||||
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 4.719.617 $ | +1.063.798 $ | +29,1 % | 3.655.819 $ | +444.902 $ | +13,9 % | 3.210.917 $ | +1.749.147 $ | +119,7 % | 1.461.770 $ | +708.633 $ | +94,1 % |
| Veratis Advisors, Inc. | 4.718.622 $ | +507.028 $ | +12,0 % | 4.211.594 $ | ||||||||
| JNBA Financial Advisors | 4.277.577 $ | -33.941 $ | -0,8 % | 4.311.518 $ | -127.558 $ | -2,9 % | 4.439.076 $ | -278.856 $ | -5,9 % | 4.717.932 $ | -116.101 $ | -2,4 % |
| MY Wealth Management Inc. | 4.716.207 $ | +4.474.995 $ | +1.855,2 % | 241.212 $ | ||||||||
| Alteri Wealth LLC | 4.289.331 $ | +144.089 $ | +3,5 % | 4.145.242 $ | -564.498 $ | -12,0 % | 4.709.740 $ | +180.526 $ | +4,0 % | 4.529.214 $ | +660.407 $ | +17,1 % |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 4.681.000 $ | -14.000 $ | -0,3 % | 4.695.000 $ | -13.000 $ | -0,3 % | 4.708.000 $ | +12.000 $ | +0,3 % | 4.696.000 $ | +62.000 $ | +1,3 % |
| PVG ASSET MANAGEMENT CORP | 4.685.276 $ | -5.188 $ | -0,1 % | 4.690.464 $ | +3.546.504 $ | +310,0 % | 1.143.960 $ | |||||
| Marble Wealth, LLC | 4.286.490 $ | -48.504 $ | -1,1 % | 4.334.994 $ | -328.601 $ | -7,0 % | 4.663.595 $ | |||||
| CBM Financial, LLC | 4.653.223 $ | +169.981 $ | +3,8 % | 4.483.242 $ | +137.068 $ | +3,2 % | 4.346.174 $ | |||||
| Willow Creek Wealth Management Inc. | 4.646.774 $ | +1.315.184 $ | +39,5 % | |||||||||
| Rossby Financial, LCC | 4.616.511 $ | -16.736 $ | -0,4 % | 4.633.247 $ | +1.023.747 $ | +28,4 % | 3.609.500 $ | +2.666.475 $ | +282,8 % | 943.025 $ | +349.267 $ | +58,8 % |
| Trilogy Capital Inc. | 4.624.369 $ | +589.215 $ | +14,6 % | 4.035.154 $ | +477.855 $ | +13,4 % | 3.557.299 $ | +194.972 $ | +5,8 % | 3.362.327 $ | +61.167 $ | +1,9 % |
| Pinnacle Financial Group, LLC / IL | 4.483.183 $ | -137.794 $ | -3,0 % | 4.620.977 $ | +152.843 $ | +3,4 % | 4.468.134 $ | +388.049 $ | +9,5 % | 4.080.085 $ | +2.102.630 $ | +106,3 % |
| Jackson Wealth Management, LLC | 4.446.000 $ | -165.000 $ | -3,6 % | 4.611.000 $ | +90.000 $ | +2,0 % | 4.521.000 $ | +363.000 $ | +8,7 % | |||
| Portfolio Strategies, Inc. | 4.206.388 $ | +106.949 $ | +2,6 % | 4.099.439 $ | -510.248 $ | -11,1 % | 4.609.687 $ | +458.861 $ | +11,1 % | 4.150.826 $ | +445.481 $ | +12,0 % |
| ALONGSIDE, LLC | 4.593.557 $ | |||||||||||
| THOMAS STORY & SON LLC | 4.592.142 $ | +1.149.896 $ | +33,4 % | 3.442.246 $ | -613.390 $ | -15,1 % | 4.055.636 $ | -20.233 $ | -0,5 % | 4.075.869 $ | -95.790 $ | -2,3 % |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 4.583.022 $ | +660.144 $ | +16,8 % | 3.922.878 $ | -146.343 $ | -3,6 % | 4.069.221 $ | +85.351 $ | +2,1 % | 3.983.870 $ | +317.966 $ | +8,7 % |
| Red Mountain Financial, LLC | 4.581.900 $ | +760.366 $ | +19,9 % | 3.821.534 $ | +2.151.182 $ | +128,8 % | 1.670.352 $ | +703.643 $ | +72,8 % | 966.709 $ | +298.004 $ | +44,6 % |
| SEAMOUNT FINANCIAL GROUP INC | 4.574.077 $ | +243.733 $ | +5,6 % | 4.330.344 $ | +10.343 $ | +0,2 % | 4.320.001 $ | -7.503 $ | -0,2 % | 4.327.504 $ | +157.970 $ | +3,8 % |
| EPIQ PARTNERS, LLC | 4.550.792 $ | +1.000.486 $ | +28,2 % | 3.550.306 $ | +488.992 $ | +16,0 % | 3.061.314 $ | +2.220.214 $ | +264,0 % | 841.100 $ | ||
| North Forty Two & Co. | 4.405.620 $ | -37.831 $ | -0,9 % | 4.443.451 $ | -103.903 $ | -2,3 % | 4.547.354 $ | +188.920 $ | +4,3 % | 4.358.434 $ | +41.980 $ | +1,0 % |
| Birchcreek Wealth Management, LLC | 4.545.868 $ | +1.311.188 $ | +40,5 % | 3.234.680 $ | +1.069.097 $ | +49,4 % | 2.165.583 $ | +511.235 $ | +30,9 % | 1.654.348 $ | +90.714 $ | +5,8 % |
| STEEL GROVE CAPITAL ADVISORS, LLC | 1.776.009 $ | +648.408 $ | +57,5 % | 1.127.601 $ | -3.416.184 $ | -75,2 % | 4.543.785 $ | +4.306.380 $ | +1.813,9 % | 237.405 $ | +0 $ | +0,0 % |
| Philadelphia Investment Partners, LLC | 4.543.644 $ | +716.577 $ | +18,7 % | 3.827.067 $ | ||||||||
| Foster Victor Wealth Advisors, LLC | 4.536.483 $ | +517.158 $ | +12,9 % | 4.019.325 $ | +173.737 $ | +4,5 % | 3.845.588 $ | -340.715 $ | -8,1 % | 4.186.303 $ | +413.569 $ | +11,0 % |
| Pines Wealth Management, LLC | 4.535.021 $ | +300.848 $ | +7,1 % | 4.234.173 $ | +938.123 $ | +28,5 % | 3.296.050 $ | +196.785 $ | +6,3 % | 3.099.265 $ | +391.515 $ | +14,5 % |
| Liberty Capital Management, Inc. | 4.531.127 $ | +350.172 $ | +8,4 % | 4.180.955 $ | +72.422 $ | +1,8 % | 4.108.533 $ | +596.281 $ | +17,0 % | |||
| BROWN WEALTH MANAGEMENT, LLC | 1.706.675 $ | -1.963 $ | -0,1 % | 1.708.638 $ | +65.639 $ | +4,0 % | 1.642.999 $ | -2.884.932 $ | -63,7 % | 4.527.931 $ | +1.182.443 $ | +35,3 % |
| Comprehensive Money Management Services LLC | 4.519.482 $ | +222.007 $ | +5,2 % | 4.297.475 $ | +972.005 $ | +29,2 % | 3.325.470 $ | -746.979 $ | -18,3 % | 4.072.449 $ | +67.097 $ | +1,7 % |
| SONATA CAPITAL GROUP INC | 4.519.275 $ | +212.409 $ | +4,9 % | 4.306.866 $ | -157.656 $ | -3,5 % | 4.464.522 $ | |||||
| Fortis Capital Advisors, LLC | 3.105.260 $ | -1.407.427 $ | -31,2 % | 4.512.687 $ | +321.776 $ | +7,7 % | 4.190.911 $ | -207.523 $ | -4,7 % | 4.398.434 $ | +209.296 $ | +5,0 % |
| Capital Investment Management, Inc. | 4.507.050 $ | +16.679 $ | +0,4 % | 4.490.371 $ | +354.795 $ | +8,6 % | 4.135.576 $ | |||||
| Passive Capital Management, LLC. | 4.504.016 $ | +388.385 $ | +9,4 % | 4.115.631 $ | -388.385 $ | -8,6 % | 4.504.016 $ | +107.322 $ | +2,4 % | 4.396.694 $ | +79.269 $ | +1,8 % |
| Centennial Advisors, LLC | 4.500.148 $ | +1.595.617 $ | +54,9 % | 2.904.531 $ | -346.914 $ | -10,7 % | 3.251.445 $ | |||||
| Evansbrook LLC | 4.497.806 $ | +175.780 $ | +4,1 % | 4.322.026 $ | -22.203 $ | -0,5 % | 4.344.229 $ | |||||
| MSH Capital Advisors LLC | 4.494.485 $ | +3.549.475 $ | +375,6 % | 945.010 $ | -1.414.843 $ | -60,0 % | 2.359.853 $ | |||||
| HAZLETT, BURT & WATSON, INC. | 4.491.000 $ | +583.000 $ | +14,9 % | 3.908.000 $ | +1.695.000 $ | +76,6 % | 2.213.000 $ | +854.000 $ | +62,8 % | 1.359.000 $ | +395.000 $ | +41,0 % |
| Cedar Point Capital Partners, LLC | 4.361.783 $ | +120.400 $ | +2,8 % | 4.241.383 $ | -245.809 $ | -5,5 % | 4.487.192 $ | +810.056 $ | +22,0 % | 3.677.136 $ | +84.881 $ | +2,4 % |
| Greenline Partners, LLC | 3.912.791 $ | +94.219 $ | +2,5 % | 3.818.572 $ | -659.967 $ | -14,7 % | 4.478.539 $ | +80.648 $ | +1,8 % | 4.397.891 $ | +73.374 $ | +1,7 % |
| Prospera Capital Management, LLC | 4.474.994 $ | +2.623.977 $ | +141,8 % | 1.851.017 $ | +1.027.600 $ | +124,8 % | 823.417 $ | +115.754 $ | +16,4 % | 707.663 $ | ||
| Grantham, Mayo, Van Otterloo & Co. LLC | 4.225.084 $ | -243.724 $ | -5,5 % | 4.468.808 $ | +2.405.003 $ | +116,5 % | 2.063.805 $ | |||||
| Aureum Wealth Management, LLC | 4.465.547 $ | +3.266.434 $ | +272,4 % | 1.199.113 $ | ||||||||
| BlueCrest Capital Management Ltd | 4.454.587 $ | |||||||||||
| PW ADVISORS, LLC \ FL | 4.453.774 $ | |||||||||||
| Emergent Wealth Advisors, LLC | 4.451.531 $ | +260.097 $ | +6,2 % | 4.191.434 $ | +833.217 $ | +24,8 % | 3.358.217 $ | +309.518 $ | +10,2 % | 3.048.699 $ | +202.867 $ | +7,1 % |
| Aquire Wealth Advisors, LLC | 1.784.867 $ | +253.046 $ | +16,5 % | 1.531.821 $ | -168.418 $ | -9,9 % | 1.700.239 $ | -2.751.152 $ | -61,8 % | 4.451.391 $ | +415.250 $ | +10,3 % |
| Integrated Capital Management, LLC | 1.432.976 $ | +142.464 $ | +11,0 % | 1.290.512 $ | -3.151.719 $ | -70,9 % | 4.442.231 $ | +53.983 $ | +1,2 % | 4.388.248 $ | -34.752 $ | -0,8 % |
| Vilga Financial Planning LLC | 4.428.338 $ | +527.895 $ | +13,5 % | 3.900.443 $ | -38.399 $ | -1,0 % | 3.938.842 $ | |||||
| Capital Investment Counsel, LLC | 4.146.866 $ | -53.320 $ | -1,3 % | 4.200.186 $ | +31.061 $ | +0,7 % | 4.169.125 $ | -258.984 $ | -5,8 % | 4.428.109 $ | +325.794 $ | +7,9 % |
| Van Diest Capital, LLC | 4.418.966 $ | +981.331 $ | +28,5 % | 3.437.635 $ | +2.128.204 $ | +162,5 % | 1.309.431 $ | |||||
| Bawa N Mallick Trust | 4.404.723 $ | +1.104.921 $ | +33,5 % | 3.299.802 $ | -705.007 $ | -17,6 % | 4.004.809 $ | +94.010 $ | +2,4 % | 3.910.799 $ | +333.316 $ | +9,3 % |
| ALEXANDER LABRUNERIE & CO., INC. | 969.067 $ | -3.301.938 $ | -77,3 % | 4.271.005 $ | -83.358 $ | -1,9 % | 4.354.363 $ | -31.465 $ | -0,7 % | 4.385.828 $ | +222.163 $ | +5,3 % |
| STEINBERGANNA WEALTH MANAGEMENT | 4.135.182 $ | -228.995 $ | -5,2 % | 4.364.177 $ | +72.341 $ | +1,7 % | 4.291.836 $ | +259.310 $ | +6,4 % | 4.032.526 $ | ||
| Sheridan Capital Management, LLC | 4.362.365 $ | +336.539 $ | +8,4 % | 4.025.826 $ | +410.709 $ | +11,4 % | 3.615.117 $ | -20.103 $ | -0,6 % | 3.635.220 $ | ||
| Southeast Asset Advisors, LLC | 4.357.696 $ | +756.019 $ | +21,0 % | 3.601.677 $ | +3.071.660 $ | +579,5 % | 530.017 $ | +8.635 $ | +1,7 % | |||
| RHS Financial, LLC | 2.863.625 $ | -1.492.987 $ | -34,3 % | 4.356.612 $ | +1.286.230 $ | +41,9 % | 3.070.382 $ | +656.526 $ | +27,2 % | 2.413.856 $ | -261.300 $ | -9,8 % |
| Oxford Wealth Group, LLC | 442.447 $ | +16.773 $ | +3,9 % | 425.674 $ | -3.927.758 $ | -90,2 % | 4.353.432 $ | |||||
| Nilsine Partners, LLC | 4.181.741 $ | -160.351 $ | -3,7 % | 4.342.092 $ | +220.829 $ | +5,4 % | 4.121.263 $ | -26.006 $ | -0,6 % | 4.147.269 $ | +533.356 $ | +14,8 % |
| EASTERLY INVESTMENT PARTNERS LLC | 4.238.736 $ | -13.624 $ | -0,3 % | 4.252.360 $ | -26.042 $ | -0,6 % | 4.278.402 $ | -60.629 $ | -1,4 % | 4.339.031 $ | +21.990 $ | +0,5 % |
| Spectrum Investment Advisors, Inc. | 4.107.484 $ | +761.110 $ | +22,7 % | 3.346.374 $ | -129.950 $ | -3,7 % | 3.476.324 $ | -860.842 $ | -19,8 % | 4.337.166 $ | +151.582 $ | +3,6 % |
| WJ Financial Advisors LLC | 4.319.865 $ | +331.175 $ | +8,3 % | 3.988.690 $ | -51.814 $ | -1,3 % | 4.040.504 $ | +6.902 $ | +0,2 % | 4.033.602 $ | ||
| Schneider Downs Wealth Management Advisors, LP | 4.318.918 $ | +467.358 $ | +12,1 % | 3.851.560 $ | -305.428 $ | -7,3 % | 4.156.988 $ | +43.026 $ | +1,0 % | 4.113.962 $ | +340.123 $ | +9,0 % |
| Dickmeyer Boyce Financial Management, Inc. | 4.311.836 $ | +810.449 $ | +23,1 % | 3.501.387 $ | ||||||||
| Beacon Bridge Wealth Partners, LLC | 4.285.540 $ | +367.825 $ | +9,4 % | 3.917.715 $ | -145.475 $ | -3,6 % | 4.063.190 $ | -109.270 $ | -2,6 % | 4.172.460 $ | +169.593 $ | +4,2 % |
| Severin Investments, LLC | 4.273.780 $ | +190.275 $ | +4,7 % | 4.083.505 $ | +3.143.949 $ | +334,6 % | 939.556 $ | +36.263 $ | +4,0 % | 903.293 $ | +8.350 $ | +0,9 % |
| Princeton Global Asset Management LLC | 4.260.969 $ | +513.633 $ | +13,7 % | 3.747.336 $ | +1.145.497 $ | +44,0 % | 2.601.839 $ | -53.094 $ | -2,0 % | 2.654.933 $ | +157.596 $ | +6,3 % |
| RAM Investment Partners, LLC | 4.233.747 $ | -17.696 $ | -0,4 % | 4.251.443 $ | +143.634 $ | +3,5 % | 4.107.809 $ | -31.714 $ | -0,8 % | 4.139.523 $ | +138.099 $ | +3,5 % |
| Iron Gate Global Advisors LLC | 4.231.488 $ | +1.417.056 $ | +50,3 % | 2.814.432 $ | +1.111.016 $ | +65,2 % | 1.703.416 $ | -475.424 $ | -21,8 % | |||
| SALEM INVESTMENT COUNSELORS INC | 4.230.918 $ | +527.952 $ | +14,3 % | 3.702.966 $ | +677.292 $ | +22,4 % | 3.025.674 $ | +664.723 $ | +28,2 % | 2.360.951 $ | +199.915 $ | +9,3 % |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2.870.912 $ | -836.171 $ | -22,6 % | 3.707.083 $ | -467.517 $ | -11,2 % | 4.174.600 $ | -46.151 $ | -1,1 % | 4.220.751 $ | -1.409.681 $ | -25,0 % |
| SUN LIFE FINANCIAL INC | 3.210.000 $ | -1.010.000 $ | -23,9 % | 4.220.000 $ | -24.642.000 $ | -85,4 % | ||||||
| RB Capital Management, LLC | 4.027.450 $ | +125.458 $ | +3,2 % | 3.901.992 $ | -317.223 $ | -7,5 % | 4.219.215 $ | +462.420 $ | +12,3 % | 3.756.795 $ | -280.496 $ | -6,9 % |
| Catalyst Investment Management LLC | 4.216.726 $ | |||||||||||
| MARINER INVESTMENT GROUP LLC | 4.213.643 $ | +66.157 $ | +1,6 % | 4.147.486 $ | ||||||||
| Sound View Wealth Advisors Group, LLC | 4.200.430 $ | +552.044 $ | +15,1 % | 3.648.386 $ | -178.666 $ | -4,7 % | 3.827.052 $ | +300.262 $ | +8,5 % | 3.526.790 $ | +273.578 $ | +8,4 % |
| Ares Financial Consulting, LLC | 3.887.152 $ | -302.138 $ | -7,2 % | 4.189.290 $ | +142.812 $ | +3,5 % | 4.046.478 $ | |||||
| Round Rock Advisors LLC | 4.019.847 $ | +54.630 $ | +1,4 % | 3.965.217 $ | -45.216 $ | -1,1 % | 4.010.433 $ | -164.275 $ | -3,9 % | 4.174.708 $ | +87.586 $ | +2,1 % |
| Koss-Olinger Consulting, LLC | 4.171.902 $ | +194.460 $ | +4,9 % | 3.977.442 $ | +136.442 $ | +3,6 % | 3.841.000 $ | -298 $ | -0,0 % | |||
| McCartney Wealth Management LLC | 4.160.466 $ | +260.227 $ | +6,7 % | 3.900.239 $ | +47.797 $ | +1,2 % | 3.852.442 $ | |||||
| Oasis Advisors, LLC | 2.930.497 $ | -1.229.360 $ | -29,6 % | 4.159.857 $ | ||||||||
| Avestar Capital, LLC | 4.147.730 $ | +867.342 $ | +26,4 % | 3.280.388 $ | +460.002 $ | +16,3 % | 2.820.386 $ | +54.659 $ | +2,0 % | 2.765.727 $ | +352.368 $ | +14,6 % |
| Moors & Cabot, Inc. | 4.143.361 $ | +668.666 $ | +19,2 % | 3.474.695 $ | +25.838 $ | +0,7 % | 3.448.857 $ | +759.174 $ | +28,2 % | 2.689.683 $ | +763.559 $ | +39,6 % |
| PHILADELPHIA TRUST CO | 4.143.000 $ | +727.000 $ | +21,3 % | 3.416.000 $ | -314.000 $ | -8,4 % | 3.730.000 $ | +74.000 $ | +2,0 % | 3.656.000 $ | +328.000 $ | +9,9 % |
| FOSTER & MOTLEY INC | 3.843.000 $ | -125.000 $ | -3,2 % | 3.968.000 $ | -78.000 $ | -1,9 % | 4.046.000 $ | -94.000 $ | -2,3 % | 4.140.000 $ | -270.000 $ | -6,1 % |
| Stonehearth Capital Management, LLC | 4.137.392 $ | +2.160.927 $ | +109,3 % | 1.976.465 $ | -234.449 $ | -10,6 % | 2.210.914 $ | +67.507 $ | +3,1 % | 2.143.407 $ | -18.102 $ | -0,8 % |
| Harpswell Capital Advisors, LLC | 2.102.403 $ | +368.952 $ | +21,3 % | 1.733.451 $ | -871.110 $ | -33,4 % | 2.604.561 $ | -1.529.066 $ | -37,0 % | 4.133.627 $ | ||
| Thayer Partners, LLC / MA | 4.132.190 $ | +1.048.159 $ | +34,0 % | 3.084.031 $ | +289.281 $ | +10,4 % | 2.794.750 $ | |||||
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 326.893 $ | -3.793.060 $ | -92,1 % | 4.119.953 $ | ||||||||
| J.Safra Asset Management Corp | 4.117.858 $ | +643.771 $ | +18,5 % | 3.474.087 $ | +243.826 $ | +7,5 % | 3.230.261 $ | +430.073 $ | +15,4 % | 2.800.188 $ | +270.498 $ | +10,7 % |
| Jacobi Capital Management LLC | 3.658.618 $ | -340.084 $ | -8,5 % | 3.998.702 $ | -118.909 $ | -2,9 % | 4.117.611 $ | +26.885 $ | +0,7 % | 4.090.726 $ | +324.992 $ | +8,6 % |
| BRIGHTON SECURITIES CORP. | 4.111.576 $ | +226.506 $ | +5,8 % | 3.885.070 $ | +809.746 $ | +26,3 % | 3.075.324 $ | +306.404 $ | +11,1 % | 2.768.920 $ | +408.970 $ | +17,3 % |
| BEARING POINT CAPITAL, LLC | 1.637.949 $ | -1.641.537 $ | -50,1 % | 3.279.486 $ | -818.651 $ | -20,0 % | 4.098.137 $ | -441.031 $ | -9,7 % | |||
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 4.098.000 $ | +149.000 $ | +3,8 % | 3.949.000 $ | +1.070.000 $ | +37,2 % | 2.879.000 $ | +705.000 $ | +32,4 % | 2.174.000 $ | +238.000 $ | +12,3 % |
| SHELTON CAPITAL MANAGEMENT | 3.822.213 $ | -268.184 $ | -6,6 % | 4.090.397 $ | ||||||||
| Forum Financial Management, LP | 4.061.717 $ | +1.927.060 $ | +90,3 % | 2.134.657 $ | -12.689 $ | -0,6 % | 2.147.346 $ | -23.066 $ | -1,1 % | 2.170.412 $ | +106.137 $ | +5,1 % |
| TrueWealth Advisors, LLC | 3.665.461 $ | +239.190 $ | +7,0 % | 3.426.271 $ | -446.268 $ | -11,5 % | 3.872.539 $ | -187.531 $ | -4,6 % | 4.060.070 $ | +164.692 $ | +4,2 % |
| MMBG INVESTMENT ADVISORS CO. | 4.012.256 $ | -20.679 $ | -0,5 % | 4.032.935 $ | -21.425 $ | -0,5 % | 4.054.360 $ | +597.696 $ | +17,3 % | 3.456.664 $ | -390.417 $ | -10,1 % |
| 3Chopt Investment Partners, LLC | 3.560.485 $ | +494.604 $ | +16,1 % | 3.065.881 $ | -982.209 $ | -24,3 % | 4.048.090 $ | +780.754 $ | +23,9 % | 3.267.336 $ | +281.207 $ | +9,4 % |
| GSG Advisors LLC | 4.047.100 $ | +1.279.135 $ | +46,2 % | 2.767.965 $ | +1.821.739 $ | +192,5 % | 946.226 $ | +274.106 $ | +40,8 % | 672.120 $ | +38.354 $ | +6,1 % |
| Heartwood Wealth Advisors LLC | 4.033.657 $ | +634.828 $ | +18,7 % | 3.398.829 $ | -117.093 $ | -3,3 % | 3.515.922 $ | +158.651 $ | +4,7 % | 3.357.271 $ | +653.330 $ | +24,2 % |
| Cornerstone Planning Group LLC | 837.952 $ | +2.082 $ | +0,2 % | 835.870 $ | +18.819 $ | +2,3 % | 817.051 $ | -3.207.924 $ | -79,7 % | 4.024.975 $ | +3.568.103 $ | +781,0 % |
| Schulz Wealth, LTD. | 3.972.942 $ | -51.521 $ | -1,3 % | 4.024.463 $ | +553.930 $ | +16,0 % | ||||||
| Synergy Asset Management, LLC | 583.591 $ | -336.472 $ | -36,6 % | 920.063 $ | -3.099.730 $ | -77,1 % | 4.019.793 $ | +3.600.172 $ | +858,0 % | 419.621 $ | ||
| Turtle Creek Wealth Advisors, LLC | 2.459.939 $ | +273.329 $ | +12,5 % | 2.186.610 $ | -1.826.626 $ | -45,5 % | 4.013.236 $ | +875.199 $ | +27,9 % | 3.138.037 $ | +2.105.614 $ | +203,9 % |
| Hobbs Group Advisors, LLC | 3.433.786 $ | +26.300 $ | +0,8 % | 3.407.486 $ | -427.504 $ | -11,1 % | 3.834.990 $ | -169.786 $ | -4,2 % | 4.004.776 $ | -134.699 $ | -3,3 % |
| TruWealth Advisors, LLC | 3.997.127 $ | +312.754 $ | +8,5 % | 3.684.373 $ | +425.986 $ | +13,1 % | 3.258.387 $ | +349.418 $ | +12,0 % | |||
| Sherman Wealth Management LLC | 3.996.438 $ | +658.291 $ | +19,7 % | 3.338.147 $ | -306.554 $ | -8,4 % | 3.644.701 $ | |||||
| EWG Elevate Inc. | 3.993.389 $ | |||||||||||
| Seneca Financial Advisors LLC | 3.989.872 $ | +95.044 $ | +2,4 % | 3.894.828 $ | +193.197 $ | +5,2 % | 3.701.631 $ | +460.644 $ | +14,2 % | 3.240.987 $ | +142.222 $ | +4,6 % |
| ROVIN CAPITAL /UT/ /ADV | 3.987.000 $ | +2.074.000 $ | +108,4 % | 1.913.000 $ | ||||||||
| Fortitude Family Office, LLC | 3.969.962 $ | +451.474 $ | +12,8 % | 3.518.488 $ | +45.886 $ | +1,3 % | 3.472.602 $ | +32.993 $ | +1,0 % | 3.439.609 $ | +3.437.444 $ | +158.773,4 % |
| JMG Financial Group, Ltd. | 3.954.856 $ | +903.912 $ | +29,6 % | 3.050.944 $ | +95.833 $ | +3,2 % | 2.955.111 $ | -54.568 $ | -1,8 % | 3.009.679 $ | +155.095 $ | +5,4 % |
| Cranbrook Wealth Management, LLC | 3.941.585 $ | +216.495 $ | +5,8 % | 3.725.090 $ | +385.912 $ | +11,6 % | 3.339.178 $ | +32.314 $ | +1,0 % | 3.306.864 $ | +338.025 $ | +11,4 % |
| Dana Investment Advisors, Inc. | 3.927.091 $ | +395.718 $ | +11,2 % | 3.531.373 $ | +180.421 $ | +5,4 % | 3.350.952 $ | -541.112 $ | -13,9 % | 3.892.064 $ | +53.609 $ | +1,4 % |
| Williams Financial, LLC | 3.925.907 $ | +276.669 $ | +7,6 % | 3.649.238 $ | -58.238 $ | -1,6 % | 3.707.476 $ | |||||
| COGENT STRATEGIC WEALTH LLC | 3.911.493 $ | +205.338 $ | +5,5 % | 3.706.155 $ | +308.143 $ | +9,1 % | 3.398.012 $ | |||||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2.941.127 $ | +668.364 $ | +29,4 % | 2.272.763 $ | -1.540.731 $ | -40,4 % | 3.813.494 $ | -97.719 $ | -2,5 % | 3.911.213 $ | +220.465 $ | +6,0 % |
| First County Bank /CT/ | 3.909.050 $ | +1.718.017 $ | +78,4 % | 2.191.033 $ | -42.134 $ | -1,9 % | 2.233.167 $ | +2.985 $ | +0,1 % | 2.230.182 $ | +8.894 $ | +0,4 % |
| Keeler Thomas Management LLC | 3.906.272 $ | +3.341.778 $ | +592,0 % | 564.494 $ | ||||||||
| James J. Burns & Company, LLC | 3.905.457 $ | +538.467 $ | +16,0 % | 3.366.990 $ | -297.920 $ | -8,1 % | 3.664.910 $ | -56.809 $ | -1,5 % | 3.721.719 $ | +258.696 $ | +7,5 % |
| Pinnacle Wealth Planning Services, Inc. | 3.904.609 $ | +153.821 $ | +4,1 % | 3.750.788 $ | +1.117.183 $ | +42,4 % | 2.633.605 $ | -84.693 $ | -3,1 % | 2.718.298 $ | +1.496.959 $ | +122,6 % |
| Fiduciary Group, LLC | 3.362.252 $ | -313.577 $ | -8,5 % | 3.675.829 $ | -95.719 $ | -2,5 % | 3.771.548 $ | -129.116 $ | -3,3 % | 3.900.664 $ | -15.029 $ | -0,4 % |
| Montgomery Financial Services LLC | 3.892.950 $ | |||||||||||
| Algorithmic Investment Models, LLC | 1.139.685 $ | -12.074 $ | -1,0 % | 1.151.759 $ | +32.275 $ | +2,9 % | 1.119.484 $ | -2.768.705 $ | -71,2 % | 3.888.189 $ | +95.254 $ | +2,5 % |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2.185.273 $ | -667.112 $ | -23,4 % | 2.852.385 $ | -1.031.584 $ | -26,6 % | 3.883.969 $ | |||||
| Welch Group, LLC | 3.798.989 $ | -84.235 $ | -2,2 % | 3.883.224 $ | +158.251 $ | +4,2 % | 3.724.973 $ | +526.630 $ | +16,5 % | 3.198.343 $ | +995.496 $ | +45,2 % |
| SMITH, MOORE & CO. | 3.882.775 $ | +336.607 $ | +9,5 % | 3.546.168 $ | +280.744 $ | +8,6 % | 3.265.424 $ | -3.310 $ | -0,1 % | 3.268.734 $ | -55.006 $ | -1,7 % |
| Bluesphere Advisors LLC | 3.872.166 $ | +937.705 $ | +32,0 % | 2.934.461 $ | -193.318 $ | -6,2 % | 3.127.779 $ | -105.733 $ | -3,3 % | 3.233.512 $ | +209.436 $ | +6,9 % |
| BHK Investment Advisors, LLC | 3.020.236 $ | -674.622 $ | -18,3 % | 3.694.858 $ | -134.197 $ | -3,5 % | 3.829.055 $ | -39.096 $ | -1,0 % | 3.868.151 $ | +391.078 $ | +11,2 % |
| Elevated Capital Advisors, LLC | 3.621.515 $ | +55.365 $ | +1,6 % | 3.566.150 $ | -297.155 $ | -7,7 % | 3.863.305 $ | +109.817 $ | +2,9 % | 3.753.488 $ | -281.096 $ | -7,0 % |
| Lauterbach Financial Advisors, LLC | 3.861.861 $ | +954.885 $ | +32,8 % | 2.906.976 $ | +1.122.400 $ | +62,9 % | 1.784.576 $ | -583.452 $ | -24,6 % | 2.368.028 $ | +638.517 $ | +36,9 % |
| Csenge Advisory Group | 2.732.860 $ | +507.351 $ | +22,8 % | 2.225.509 $ | -1.625.825 $ | -42,2 % | 3.851.334 $ | +358.109 $ | +10,3 % | 3.493.225 $ | -335.234 $ | -8,8 % |
| Whalen Wealth Management Inc. | 487.213 $ | -1.000.807 $ | -67,3 % | 1.488.020 $ | -2.358.691 $ | -61,3 % | 3.846.711 $ | |||||
| Three Bearings Fiduciary Advisors, Inc. | 3.465.061 $ | -187.409 $ | -5,1 % | 3.652.470 $ | -183.087 $ | -4,8 % | 3.835.557 $ | |||||
| Root Financial Partners, LLC | 2.948.942 $ | -879.027 $ | -23,0 % | 3.827.969 $ | +1.182.251 $ | +44,7 % | 2.645.718 $ | +256.765 $ | +10,7 % | 2.388.953 $ | +1.133.698 $ | +90,3 % |
| Meridian Financial Advisors, LLC | 3.823.946 $ | +84.398 $ | +2,3 % | 3.739.548 $ | +103.017 $ | +2,8 % | 3.636.531 $ | +360.961 $ | +11,0 % | 3.275.570 $ | +414.624 $ | +14,5 % |
| SAXON INTERESTS, INC. | 3.818.505 $ | +513.786 $ | +15,5 % | 3.304.719 $ | +86.264 $ | +2,7 % | 3.218.455 $ | +135.040 $ | +4,4 % | 3.083.415 $ | +569.915 $ | +22,7 % |
| Motley Fool Wealth Management, LLC | 2.147.677 $ | -1.666.530 $ | -43,7 % | 3.814.207 $ | +1.588.540 $ | +71,4 % | 2.225.667 $ | -274.349 $ | -11,0 % | |||
| Balefire, LLC | 3.814.001 $ | +164.516 $ | +4,5 % | 3.649.485 $ | +1.011.232 $ | +38,3 % | 2.638.253 $ | +114.119 $ | +4,5 % | 2.524.134 $ | +476.805 $ | +23,3 % |
| Sterling Investment Advisors, Ltd. | 3.164.293 $ | -12.848 $ | -0,4 % | 3.177.141 $ | -371.545 $ | -10,5 % | 3.548.686 $ | -264.111 $ | -6,9 % | 3.812.797 $ | +381.519 $ | +11,1 % |
| V2 Financial group LLC | 3.397.105 $ | -410.471 $ | -10,8 % | 3.807.576 $ | +3.025.664 $ | +387,0 % | 781.912 $ | +6.031 $ | +0,8 % | 775.881 $ | +3.777 $ | +0,5 % |
| Aspen Grove Capital, LLC | 3.790.975 $ | +513.212 $ | +15,7 % | 3.277.763 $ | +21.270 $ | +0,7 % | 3.256.493 $ | +55.627 $ | +1,7 % | 3.200.866 $ | +346.853 $ | +12,2 % |
| Nolet Wealth Management, LLC | 2.717.858 $ | -1.072.679 $ | -28,3 % | 3.790.537 $ | +2.538.358 $ | +202,7 % | 1.252.179 $ | |||||
| TOBIAS FINANCIAL ADVISORS, INC. | 3.789.666 $ | +442.948 $ | +13,2 % | 3.346.718 $ | +34.466 $ | +1,0 % | 3.312.252 $ | +80.718 $ | +2,5 % | 3.231.534 $ | +64.328 $ | +2,0 % |
| Sunpointe, LLC | 3.784.923 $ | +602.415 $ | +18,9 % | 3.182.508 $ | -293.950 $ | -8,5 % | 3.476.458 $ | +348.136 $ | +11,1 % | 3.128.322 $ | -1.467.913 $ | -31,9 % |
| Eagle Strategies LLC | 3.760.354 $ | +396.284 $ | +11,8 % | 3.364.070 $ | -155.053 $ | -4,4 % | 3.519.123 $ | -70.423 $ | -2,0 % | 3.589.546 $ | +680.359 $ | +23,4 % |
| Red Spruce Capital, LLC | 3.186.145 $ | -319.219 $ | -9,1 % | 3.505.364 $ | -233.581 $ | -6,2 % | 3.738.945 $ | +354.064 $ | +10,5 % | |||
| Alternative Investment Advisors, LLC. | 3.734.783 $ | +429.862 $ | +13,0 % | 3.304.921 $ | +298.194 $ | +9,9 % | 3.006.727 $ | +368.838 $ | +14,0 % | |||
| SkyOak Wealth, LLC | 3.732.441 $ | +294.674 $ | +8,6 % | 3.437.767 $ | -43.913 $ | -1,3 % | 3.481.680 $ | +233.287 $ | +7,2 % | 3.248.393 $ | +58.911 $ | +1,8 % |
| HF Advisory Group, LLC | 3.720.380 $ | +498.216 $ | +15,5 % | 3.222.164 $ | -247.921 $ | -7,1 % | 3.470.085 $ | +163.926 $ | +5,0 % | 3.306.159 $ | +221.303 $ | +7,2 % |
| Performance Wealth Partners, LLC | 3.705.573 $ | +1.111.623 $ | +42,9 % | 2.593.950 $ | -321.626 $ | -11,0 % | 2.915.576 $ | -283.077 $ | -8,8 % | 3.198.653 $ | -299.791 $ | -8,6 % |
| FINANCIAL LIFE ADVISORS | 3.699.126 $ | +389.733 $ | +11,8 % | 3.309.393 $ | +53.865 $ | +1,7 % | 3.255.528 $ | +339.696 $ | +11,7 % | 2.915.832 $ | +203.816 $ | +7,5 % |
| Pine Valley Investments Ltd Liability Co | 3.697.850 $ | +175.030 $ | +5,0 % | 3.522.820 $ | +131.829 $ | +3,9 % | 3.390.991 $ | -2.781 $ | -0,1 % | 3.393.772 $ | -82.648 $ | -2,4 % |
| Guardian Asset Advisors, LLC | 3.696.855 $ | +500.204 $ | +15,6 % | 3.196.651 $ | -226.778 $ | -6,6 % | 3.423.429 $ | +17.978 $ | +0,5 % | 3.405.451 $ | +673.399 $ | +24,6 % |
| McAdam, LLC | 3.692.965 $ | +337.087 $ | +10,0 % | 3.355.878 $ | -155.036 $ | -4,4 % | 3.510.914 $ | +194.254 $ | +5,9 % | 3.316.660 $ | +487.918 $ | +17,2 % |
| KPP Advisory Services LLC | 3.683.514 $ | +2.467.522 $ | +202,9 % | 1.215.992 $ | -48.967 $ | -3,9 % | 1.264.959 $ | -74.466 $ | -5,6 % | 1.339.425 $ | -407.378 $ | -23,3 % |
| GERMAN AMERICAN BANCORP, INC. | 3.078.795 $ | -27.888 $ | -0,9 % | 3.106.683 $ | -560.675 $ | -15,3 % | 3.667.358 $ | -6.747 $ | -0,2 % | 3.674.105 $ | +213.760 $ | +6,2 % |
| TILIA FIDUCIARY PARTNERS, INC. | 3.582.713 $ | -10.833 $ | -0,3 % | 3.593.546 $ | -74.614 $ | -2,0 % | 3.668.160 $ | -1.394 $ | -0,0 % | 3.669.554 $ | +91.117 $ | +2,5 % |
| Lionshead Wealth Management, LLC | 3.156.390 $ | -509.809 $ | -13,9 % | 3.666.199 $ | +1.203.916 $ | +48,9 % | 2.462.283 $ | -306.037 $ | -11,1 % | 2.768.320 $ | +357.101 $ | +14,8 % |
| OxenFree Capital LLC | 3.613.695 $ | -50.494 $ | -1,4 % | 3.664.189 $ | +198.507 $ | +5,7 % | 3.465.682 $ | +156.996 $ | +4,7 % | 3.308.686 $ | +396.492 $ | +13,6 % |
| Lee, Kelleher & Klein Wealth Management | 3.658.461 $ | +352.523 $ | +10,7 % | 3.305.938 $ | -67.377 $ | -2,0 % | 3.373.315 $ | -30.489 $ | -0,9 % | 3.403.804 $ | +64.879 $ | +1,9 % |
| Independent Wealth Advisors LLC | 3.654.913 $ | +473.728 $ | +14,9 % | 3.181.185 $ | -105.464 $ | -3,2 % | 3.286.649 $ | |||||
| MONARCH CAPITAL MANAGEMENT INC | 3.650.217 $ | +128.527 $ | +3,6 % | 3.521.690 $ | +173.756 $ | +5,2 % | 3.347.934 $ | +282.675 $ | +9,2 % | 3.065.259 $ | +200.450 $ | +7,0 % |
| Wakefield Asset Management LLLP | 2.515.494 $ | +578.645 $ | +29,9 % | 1.936.849 $ | -1.713.113 $ | -46,9 % | 3.649.962 $ | +13.568 $ | +0,4 % | 3.636.394 $ | +1.265.211 $ | +53,4 % |
| Opus Financial Solutions LLC | 3.643.863 $ | +114.872 $ | +3,3 % | 3.528.991 $ | +258.995 $ | +7,9 % | 3.269.996 $ | |||||
| Index Fund Advisors, Inc. | 3.640.445 $ | +191.912 $ | +5,6 % | 3.448.533 $ | +1.557.426 $ | +82,4 % | 1.891.107 $ | +499.009 $ | +35,8 % | 1.392.098 $ | +374.127 $ | +36,8 % |
| RIA Advisory Group LLC | 3.637.754 $ | +245.138 $ | +7,2 % | 3.392.616 $ | ||||||||
| Winter & Associates, Inc. | 1.869.479 $ | -1.581.298 $ | -45,8 % | 3.450.777 $ | -168.453 $ | -4,7 % | 3.619.230 $ | |||||
| WealthShield Partners, LLC | 1.232.908 $ | -2.377.177 $ | -65,8 % | 3.610.085 $ | -771 $ | -0,0 % | 3.610.856 $ | +56.253 $ | +1,6 % | 3.554.603 $ | +367.395 $ | +11,5 % |
| Maia Wealth LLC | 2.502.678 $ | +165.661 $ | +7,1 % | 2.337.017 $ | -35.594 $ | -1,5 % | 2.372.611 $ | -1.235.518 $ | -34,2 % | 3.608.129 $ | +245.925 $ | +7,3 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 1.929.897 $ | -1.676.409 $ | -46,5 % | 3.606.306 $ | +1.088.146 $ | +43,2 % | 2.518.160 $ | +236.776 $ | +10,4 % | 2.281.384 $ | -2.550.583 $ | -52,8 % |
| Valtrion Capital Management, LLC | 3.099.043 $ | +446.751 $ | +16,8 % | 2.652.292 $ | -949.427 $ | -26,4 % | 3.601.719 $ | +32.539 $ | +0,9 % | 3.569.180 $ | +330.242 $ | +10,2 % |
| GREENBERG FINANCIAL GROUP | 3.597.474 $ | -102.430 $ | -2,8 % | |||||||||
| SOL Capital Management CO | 3.594.000 $ | +101.000 $ | +2,9 % | 3.493.000 $ | +994.000 $ | +39,8 % | ||||||
| Strategic Financial Concepts, LLC | 403.303 $ | -54.116 $ | -11,8 % | 457.419 $ | -3.124.181 $ | -87,2 % | 3.581.600 $ | +384.706 $ | +12,0 % | |||
| THOMIST CAPITAL MANAGEMENT, LP | 3.574.792 $ | +3.169.364 $ | +781,7 % | 405.428 $ | ||||||||
| Compass Financial Group, Inc. (Ohio) | 3.561.862 $ | +177.212 $ | +5,2 % | 3.384.650 $ | -52.821 $ | -1,5 % | 3.437.471 $ | |||||
| MRWM Advisors, LLC | 3.218.227 $ | -134.534 $ | -4,0 % | 3.352.761 $ | +571.719 $ | +20,6 % | 2.781.042 $ | -779.030 $ | -21,9 % | 3.560.072 $ | -63.715 $ | -1,8 % |
| IBEX WEALTH ADVISORS | 1.708.264 $ | -185.285 $ | -9,8 % | 1.893.549 $ | -1.128.744 $ | -37,3 % | 3.022.293 $ | -536.464 $ | -15,1 % | 3.558.757 $ | +187.252 $ | +5,6 % |
| IRON Financial LLC | 3.341.346 $ | -164.592 $ | -4,7 % | 3.505.938 $ | -46.386 $ | -1,3 % | 3.552.324 $ | +84.658 $ | +2,4 % | 3.467.666 $ | +18.749 $ | +0,5 % |
| Wise Wealth Partners | 3.549.385 $ | |||||||||||
| City State Bank | 3.546.174 $ | +415.282 $ | +13,3 % | 3.130.892 $ | +14.926 $ | +0,5 % | 3.115.966 $ | -219.934 $ | -6,6 % | |||
| Midwestern Financial, LLC /IA | 3.540.968 $ | +100.782 $ | +2,9 % | 3.440.186 $ | +84.361 $ | +2,5 % | 3.355.825 $ | +81.182 $ | +2,5 % | 3.274.643 $ | +292.697 $ | +9,8 % |
| Anchor Bay Capital, Inc. | 3.538.196 $ | |||||||||||
| Saxony Capital Management, LLC | 1.597.361 $ | -21.440 $ | -1,3 % | 1.618.801 $ | +460.650 $ | +39,8 % | 1.158.151 $ | -2.375.241 $ | -67,2 % | 3.533.392 $ | +2.850.431 $ | +417,4 % |
| DAVIDSON TRUST CO | 3.265.918 $ | +416.859 $ | +14,6 % | 2.849.059 $ | -422.383 $ | -12,9 % | 3.271.442 $ | -257.153 $ | -7,3 % | 3.528.595 $ | +275.580 $ | +8,5 % |
| Kathleen S. Wright Associates Inc. | 3.528.007 $ | +301.606 $ | +9,3 % | |||||||||
| Freedom Investment Management, Inc. | 3.496.807 $ | -7.778 $ | -0,2 % | 3.504.585 $ | -21.336 $ | -0,6 % | 3.525.921 $ | +41.966 $ | +1,2 % | 3.483.955 $ | -36.995.044 $ | -91,4 % |
| Mendel Capital Management LLC | 3.524.161 $ | +518.073 $ | +17,2 % | 3.006.088 $ | +279.602 $ | +10,3 % | 2.726.486 $ | +237.327 $ | +9,5 % | |||
| Bruce G. Allen Investments, LLC | 3.522.912 $ | +1.228.231 $ | +53,5 % | 2.294.681 $ | +144.469 $ | +6,7 % | 2.150.212 $ | +66.107 $ | +3,2 % | 2.084.105 $ | +98.768 $ | +5,0 % |
| Hardin Capital Partners, LLC | 3.521.331 $ | +1.051.110 $ | +42,6 % | 2.470.221 $ | +30.255 $ | +1,2 % | 2.439.966 $ | +100.554 $ | +4,3 % | 2.339.412 $ | +60.528 $ | +2,7 % |
| BAM Wealth Management, LLC | 3.199.107 $ | +180.428 $ | +6,0 % | 3.018.679 $ | -233.760 $ | -7,2 % | 3.252.439 $ | -241.447 $ | -6,9 % | 3.493.886 $ | ||
| Red Door Wealth Management, LLC | 3.490.412 $ | +643.540 $ | +22,6 % | 2.846.872 $ | +117.192 $ | +4,3 % | 2.729.680 $ | +82.065 $ | +3,1 % | 2.647.615 $ | +270.483 $ | +11,4 % |
| Clear Retirement Advice LLC | 3.486.479 $ | +85.588 $ | +2,5 % | 3.400.891 $ | +171.232 $ | +5,3 % | 3.229.659 $ | |||||
| Coordinated Financial Services, Inc. | 3.481.519 $ | +423.123 $ | +13,8 % | 3.058.396 $ | +120.768 $ | +4,1 % | 2.937.628 $ | +103.181 $ | +3,6 % | |||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 3.470.164 $ | +1.411.817 $ | +68,6 % | 2.058.347 $ | +1.587.269 $ | +336,9 % | 471.078 $ | +64.224 $ | +15,8 % | 406.854 $ | +86.548 $ | +27,0 % |
| ECLECTIC ASSOCIATES INC /ADV | 3.461.425 $ | +3.383 $ | +0,1 % | 3.458.042 $ | +1.434.364 $ | +70,9 % | 2.023.678 $ | |||||
| EASTERN BANK | 3.459.274 $ | +323.228 $ | +10,3 % | 3.136.046 $ | +215.272 $ | +7,4 % | 2.920.774 $ | +660.008 $ | +29,2 % | 2.260.766 $ | +136.788 $ | +6,4 % |
| Triumph Capital Management | 3.287.988 $ | -158.773 $ | -4,6 % | 3.446.761 $ | +303.569 $ | +9,7 % | 3.143.192 $ | -106.602 $ | -3,3 % | 3.249.794 $ | +261.017 $ | +8,7 % |
| K2 Financial Inc. | 903.183 $ | -15.129 $ | -1,6 % | 918.312 $ | -2.528.078 $ | -73,4 % | 3.446.390 $ | +390.515 $ | +12,8 % | 3.055.875 $ | -36.499 $ | -1,2 % |
| Christensen, King & Associates Investment Services, Inc. | 3.331.012 $ | -114.677 $ | -3,3 % | 3.445.689 $ | +105.322 $ | +3,2 % | 3.340.367 $ | +86.978 $ | +2,7 % | 3.253.389 $ | +12.406 $ | +0,4 % |
| Grey Ledge Advisors, LLC | 3.423.499 $ | +236.247 $ | +7,4 % | 3.187.252 $ | +2.671.961 $ | +518,5 % | 515.291 $ | |||||
| MFA Wealth Services | 3.413.957 $ | +67.664 $ | +2,0 % | 3.346.293 $ | +809.629 $ | +31,9 % | 2.536.664 $ | +71.522 $ | +2,9 % | 2.465.142 $ | +1.208.663 $ | +96,2 % |
| Bristlecone Advisors, LLC | 3.408.642 $ | +1.134.773 $ | +49,9 % | |||||||||
| L.K. Benson & Company, P.C. | 3.406.912 $ | +739.532 $ | +27,7 % | 2.667.380 $ | +187.446 $ | +7,6 % | 2.479.934 $ | +257.799 $ | +11,6 % | 2.222.135 $ | +99.445 $ | +4,7 % |
| Legacy PCG, LLC | 238.400 $ | -5.279 $ | -2,2 % | 243.679 $ | -1.701.326 $ | -87,5 % | 1.945.005 $ | -1.461.828 $ | -42,9 % | 3.406.833 $ | -429.486 $ | -11,2 % |
| Collaborative Fund Advisors, LLC | 2.417.783 $ | -988.656 $ | -29,0 % | 3.406.439 $ | ||||||||
| Wells Financial Advisors INC | 861.555 $ | -543.604 $ | -38,7 % | 1.405.159 $ | -577.018 $ | -29,1 % | 1.982.177 $ | -1.421.651 $ | -41,8 % | 3.403.828 $ | -1.365.311 $ | -28,6 % |
| ISLAY CAPITAL MANAGEMENT, LLC | 3.398.290 $ | +3.364.204 $ | +9.869,8 % | 34.086 $ | -20.840 $ | -37,9 % | 54.926 $ | +20.556 $ | +59,8 % | 34.370 $ | +185 $ | +0,5 % |
| Addis & Hill, Inc | 2.461.869 $ | -934.452 $ | -27,5 % | 3.396.321 $ | -1.121 $ | -0,0 % | 3.397.442 $ | +67.165 $ | +2,0 % | 3.330.277 $ | -246.662 $ | -6,9 % |
| HOHIMER WEALTH MANAGEMENT, LLC | 3.396.398 $ | +1.391.679 $ | +69,4 % | 2.004.719 $ | +1.058.814 $ | +111,9 % | 945.905 $ | +6.248 $ | +0,7 % | 939.657 $ | +38.565 $ | +4,3 % |
| Nicholas Wealth, LLC. | 3.392.546 $ | +1.043.673 $ | +44,4 % | 2.348.873 $ | ||||||||
| Fullerton Advisors, LLC | 3.244.555 $ | +16.304 $ | +0,5 % | 3.228.251 $ | -155.132 $ | -4,6 % | 3.383.383 $ | |||||
| REDMONT WEALTH ADVISORS LLC | 3.348.742 $ | -32.789 $ | -1,0 % | 3.381.531 $ | +12.413 $ | +0,4 % | ||||||
| Legacy Wealth Asset Management, LLC | 3.370.058 $ | +310.845 $ | +10,2 % | 3.059.213 $ | +165.687 $ | +5,7 % | 2.893.526 $ | +113.650 $ | +4,1 % | 2.779.876 $ | +143.543 $ | +5,4 % |
| Generations Wealth, LLC | 2.986.674 $ | -379.526 $ | -11,3 % | 3.366.200 $ | +425.815 $ | +14,5 % | 2.940.385 $ | |||||
| AUA CAPITAL MANAGEMENT, LLC | 2.864.639 $ | -14.122 $ | -0,5 % | 2.878.761 $ | -285.472 $ | -9,0 % | 3.164.233 $ | -194.350 $ | -5,8 % | 3.358.583 $ | +21.307 $ | +0,6 % |
| Carl P. Sherr & Co., LLC | 3.287.506 $ | -13.857 $ | -0,4 % | 3.301.363 $ | -44.497 $ | -1,3 % | 3.345.860 $ | +222.200 $ | +7,1 % | 3.123.660 $ | +96.810 $ | +3,2 % |
| TIFF ADVISORY SERVICES, LLC | 2.993.530 $ | -28.930 $ | -1,0 % | 3.022.460 $ | -19.287 $ | -0,6 % | 3.041.747 $ | -302.945 $ | -9,1 % | 3.344.692 $ | +12.258 $ | +0,4 % |
| RPS ADVISORY SOLUTIONS LLC | 2.747.932 $ | +329.585 $ | +13,6 % | 2.418.347 $ | -431.780 $ | -15,1 % | 2.850.127 $ | -485.409 $ | -14,6 % | 3.335.536 $ | -3.204.823 $ | -49,0 % |
| MAS Advisors LLC | 3.332.890 $ | -63.054 $ | -1,9 % | |||||||||
| NORTHWESTERN UNIVERSITY | 3.331.839 $ | |||||||||||
| Sandro Wealth Management LLC | 3.320.931 $ | +1.430.950 $ | +75,7 % | 1.889.981 $ | -127.257 $ | -6,3 % | 2.017.238 $ | |||||
| COLUMBIA ADVISORY PARTNERS LLC | 3.318.282 $ | +213.430 $ | +6,9 % | 3.104.852 $ | +2.199.889 $ | +243,1 % | 904.963 $ | +532.537 $ | +143,0 % | 372.426 $ | ||
| True North Advisors, LLC | 2.792.895 $ | -116.816 $ | -4,0 % | 2.909.711 $ | -408.457 $ | -12,3 % | 3.318.168 $ | +138.030 $ | +4,3 % | |||
| FSA Investment Group, LLC | 3.313.962 $ | +348.778 $ | +11,8 % | 2.965.184 $ | -130.440 $ | -4,2 % | 3.095.624 $ | +399.735 $ | +14,8 % | 2.695.889 $ | +171.507 $ | +6,8 % |
| New England Private Wealth Advisors LLC | 3.309.103 $ | +183.862 $ | +5,9 % | 3.125.241 $ | -69.986 $ | -2,2 % | 3.195.227 $ | +277.878 $ | +9,5 % | 2.917.349 $ | +90.598 $ | +3,2 % |
| SC&H Financial Advisors, Inc. | 3.106.081 $ | -31.530 $ | -1,0 % | 3.137.611 $ | -78.278 $ | -2,4 % | 3.215.889 $ | -84.934 $ | -2,6 % | 3.300.823 $ | +49.167 $ | +1,5 % |
| Hikari Tsushin, Inc. | 3.241.187 $ | -31.324 $ | -1,0 % | 3.272.511 $ | -20.882 $ | -0,6 % | 3.293.393 $ | -5.496 $ | -0,2 % | 3.298.889 $ | +12.090 $ | +0,4 % |
| Miller Financial Services LLC | 3.296.115 $ | +94.744 $ | +3,0 % | 3.201.371 $ | +218.436 $ | +7,3 % | 2.982.935 $ | +1.003.802 $ | +50,7 % | 1.979.133 $ | +613.027 $ | +44,9 % |
| Narus Financial Partners, LLC | 3.206.359 $ | -76.925 $ | -2,3 % | 3.283.284 $ | +545.816 $ | +19,9 % | 2.737.468 $ | +47.590 $ | +1,8 % | 2.689.878 $ | -397.746 $ | -12,9 % |
| Freestone Capital Holdings, LLC | 3.281.408 $ | +2.341.675 $ | +249,2 % | 939.733 $ | -591.056 $ | -38,6 % | 1.530.789 $ | +86.624 $ | +6,0 % | 1.444.165 $ | +121.914 $ | +9,2 % |
| Intelligent Financial Strategies | 3.083.516 $ | -10.916 $ | -0,4 % | 3.094.432 $ | -147.975 $ | -4,6 % | 3.242.407 $ | -33.569 $ | -1,0 % | 3.275.976 $ | ||
| BCS Private Wealth Management, Inc. | 3.273.844 $ | +7.158 $ | +0,2 % | 3.266.686 $ | +387.706 $ | +13,5 % | 2.878.980 $ | -170.312 $ | -5,6 % | 3.049.292 $ | +354.292 $ | +13,1 % |
| Virtu Financial LLC | 2.617.000 $ | -653.000 $ | -20,0 % | 3.270.000 $ | +1.443.000 $ | +79,0 % | 1.827.000 $ | -8.133.000 $ | -81,7 % | |||
| American National Bank of Texas | 3.254.805 $ | |||||||||||
| SIH Partners, LLLP | 3.247.500 $ | |||||||||||
| Independence Bank of Kentucky | 2.992.511 $ | -249.718 $ | -7,7 % | 3.242.229 $ | +1.978 $ | +0,1 % | 3.240.251 $ | +39.942 $ | +1,2 % | 3.200.309 $ | -58.063 $ | -1,8 % |
| Sound Financial Strategies Group, LLC | 3.241.595 $ | +470.865 $ | +17,0 % | 2.770.730 $ | -58.618 $ | -2,1 % | 2.829.348 $ | -21.923 $ | -0,8 % | 2.851.271 $ | +515.265 $ | +22,1 % |
| Hayek Kallen Investment Management | 2.887.000 $ | -178.000 $ | -5,8 % | 3.065.000 $ | -175.000 $ | -5,4 % | 3.240.000 $ | -50.000 $ | -1,5 % | |||
| Caitlin John, LLC | 3.239.231 $ | +116.929 $ | +3,7 % | 3.122.302 $ | -46.987 $ | -1,5 % | 3.169.289 $ | +8.665 $ | +0,3 % | 3.160.624 $ | +764.942 $ | +31,9 % |
| PRELUDE CAPITAL MANAGEMENT, LLC | 3.236.047 $ | +2.928.854 $ | +953,4 % | 307.193 $ | -352.007 $ | -53,4 % | 659.200 $ | -12.460.941 $ | -95,0 % | |||
| HILLTOP WEALTH ADVISORS, LLC | 3.233.635 $ | +440.558 $ | +15,8 % | 2.793.077 $ | -231.147 $ | -7,6 % | 3.024.224 $ | +65.720 $ | +2,2 % | 2.958.504 $ | +166.224 $ | +6,0 % |
| AVALON CAPITAL MANAGEMENT | 401.958 $ | +47.527 $ | +13,4 % | 354.431 $ | -2.315.416 $ | -86,7 % | 2.669.847 $ | -547.187 $ | -17,0 % | 3.217.034 $ | -3.607.067 $ | -52,9 % |
| Keating Financial Advisory Services, Inc. | 3.216.629 $ | +689.038 $ | +27,3 % | 2.527.591 $ | -109.431 $ | -4,1 % | 2.637.022 $ | |||||
| WASHINGTON TRUST BANK | 3.210.149 $ | +987.873 $ | +44,5 % | 2.222.276 $ | +444.926 $ | +25,0 % | 1.777.350 $ | +635.644 $ | +55,7 % | 1.141.706 $ | -104.235 $ | -8,4 % |
| Cassady Wealth & Retirement Planning, LLC | 3.209.368 $ | +397.639 $ | +14,1 % | 2.811.729 $ | +275.770 $ | +10,9 % | 2.535.959 $ | |||||
| QRG CAPITAL MANAGEMENT, INC. | 3.202.632 $ | +625.766 $ | +24,3 % | 2.576.866 $ | +2.115.955 $ | +459,1 % | 460.911 $ | |||||
| American Trust | 2.424.557 $ | -748.762 $ | -23,6 % | 3.173.319 $ | -28.820 $ | -0,9 % | 3.202.139 $ | +551.479 $ | +20,8 % | |||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 3.178.153 $ | +318.676 $ | +11,1 % | 2.859.477 $ | -333.190 $ | -10,4 % | 3.192.667 $ | +54.818 $ | +1,7 % | 3.137.849 $ | +439.674 $ | +16,3 % |
| Payne Capital LLC | 3.149.400 $ | -3.810 $ | -0,1 % | 3.153.210 $ | -38.357 $ | -1,2 % | 3.191.567 $ | +315.510 $ | +11,0 % | 2.876.057 $ | ||
| PACIFIC SUN FINANCIAL CORP | 3.189.877 $ | +479.395 $ | +17,7 % | 2.710.482 $ | +55.792 $ | +2,1 % | 2.654.690 $ | +18.603 $ | +0,7 % | 2.636.087 $ | +141.727 $ | +5,7 % |
| Ritter Daniher Financial Advisory LLC / DE | 3.188.900 $ | +366.947 $ | +13,0 % | 2.821.953 $ | +37.688 $ | +1,4 % | 2.784.265 $ | -335.930 $ | -10,8 % | 3.120.195 $ | +656.753 $ | +26,7 % |
| RAINIER FAMILY WEALTH INC | 3.187.805 $ | +595.307 $ | +23,0 % | 2.592.498 $ | +251.648 $ | +10,8 % | 2.340.850 $ | +207.124 $ | +9,7 % | 2.133.726 $ | +199.876 $ | +10,3 % |
| Compton Financial Group, LLC | 2.065.903 $ | -85.474 $ | -4,0 % | 2.151.377 $ | -521.694 $ | -19,5 % | 2.673.071 $ | -514.288 $ | -16,1 % | 3.187.359 $ | -9.535 $ | -0,3 % |
| LifeGuide Financial Advisors, LLC | 3.180.729 $ | +292.529 $ | +10,1 % | 2.888.200 $ | -55.977 $ | -1,9 % | 2.944.177 $ | +2.332.403 $ | +381,3 % | 611.774 $ | +5.760 $ | +1,0 % |
| Vision Capital Management, Inc. | 3.019.465 $ | +380.139 $ | +14,4 % | 2.639.326 $ | -539.651 $ | -17,0 % | 3.178.977 $ | +1.287.726 $ | +68,1 % | 1.891.251 $ | +1.096.960 $ | +138,1 % |
| SteelPeak Wealth, LLC | 3.113.953 $ | -56.718 $ | -1,8 % | 3.170.671 $ | +109.944 $ | +3,6 % | 3.060.727 $ | +296.947 $ | +10,7 % | 2.763.780 $ | +1.536.054 $ | +125,1 % |
| OPTIMA CAPITAL LLC | 3.163.758 $ | +1.430.825 $ | +82,6 % | 1.732.933 $ | -269.172 $ | -13,4 % | 2.002.105 $ | |||||
| Approach Retirement Advisors, LLC | 3.162.046 $ | +295.778 $ | +10,3 % | 2.866.268 $ | +111.779 $ | +4,1 % | 2.754.489 $ | |||||
| Politan Capital Management LP | 3.161.053 $ | |||||||||||
| Jackson Hole Capital Partners, LLC | 3.158.106 $ | +6.573 $ | +0,2 % | 3.151.533 $ | +4.753 $ | +0,2 % | 3.146.780 $ | +52.727 $ | +1,7 % | |||
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3.156.770 $ | +604.651 $ | +23,7 % | 2.552.119 $ | -40.817 $ | -1,6 % | 2.592.936 $ | -14.025 $ | -0,5 % | 2.606.961 $ | +173.688 $ | +7,1 % |
| 180 WEALTH ADVISORS, LLC | 3.156.260 $ | +677.412 $ | +27,3 % | 2.478.848 $ | -242.718 $ | -8,9 % | 2.721.566 $ | +17.157 $ | +0,6 % | 2.704.409 $ | +436.882 $ | +19,3 % |
| SIMS INVESTMENT MANAGEMENT, LLC | 3.143.572 $ | +475.211 $ | +17,8 % | 2.668.361 $ | +718 $ | +0,0 % | 2.667.643 $ | +97.976 $ | +3,8 % | 2.569.667 $ | +384.522 $ | +17,6 % |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1.562.517 $ | -1.580.435 $ | -50,3 % | 3.142.952 $ | +2.621.997 $ | +503,3 % | 520.955 $ | -17.748 $ | -3,3 % | 538.703 $ | -502.841 $ | -48,3 % |
| HARBOR CAPITAL ADVISORS, INC. | 450.000 $ | -2.683.000 $ | -85,6 % | 3.133.000 $ | +3.068.000 $ | +4.720,0 % | 65.000 $ | -2.712.000 $ | -97,7 % | |||
| Manhattan West Asset Management, LLC | 1.340.093 $ | -163.674 $ | -10,9 % | 1.503.767 $ | +193.745 $ | +14,8 % | 1.310.022 $ | -1.816.867 $ | -58,1 % | 3.126.889 $ | +5.944 $ | +0,2 % |
| Cascade Financial Partners, LLC | 1.630.271 $ | -397.601 $ | -19,6 % | 2.027.872 $ | -769.298 $ | -27,5 % | 2.797.170 $ | -324.048 $ | -10,4 % | 3.121.218 $ | -18.312 $ | -0,6 % |
| Aspire Capital Advisors LLC | 2.992.050 $ | -118.617 $ | -3,8 % | 3.110.667 $ | -4.184.470 $ | -57,4 % | ||||||
| Grove Street Fiduciary, LLC | 3.087.665 $ | +21.129 $ | +0,7 % | 3.066.536 $ | -39.492 $ | -1,3 % | 3.106.028 $ | +6.849 $ | +0,2 % | 3.099.179 $ | -10.591 $ | -0,3 % |
| Wernau Asset Management Inc. | 3.090.194 $ | +742.106 $ | +31,6 % | 2.348.088 $ | +71.963 $ | +3,2 % | 2.276.125 $ | +86.424 $ | +3,9 % | 2.189.701 $ | +237.281 $ | +12,2 % |
| OPPENHEIMER ASSET MANAGEMENT INC. | 2.906.997 $ | +467.790 $ | +19,2 % | 2.439.207 $ | -227.664 $ | -8,5 % | 2.666.871 $ | -420.511 $ | -13,6 % | 3.087.382 $ | +123.078 $ | +4,2 % |
| Blom & Howell Financial Planning, Inc. | 1.833.151 $ | -479.845 $ | -20,7 % | 2.312.996 $ | -772.730 $ | -25,0 % | 3.085.726 $ | |||||
| Houlihan Financial Resource Group, Ltd. | 3.039.224 $ | -15.492 $ | -0,5 % | 3.054.716 $ | -27.949 $ | -0,9 % | 3.082.665 $ | +1.551.531 $ | +101,3 % | 1.531.134 $ | -1.551.866 $ | -50,3 % |
| BRADLEY FOSTER & SARGENT INC/CT | 3.071.190 $ | +448.064 $ | +17,1 % | 2.623.126 $ | +27.189 $ | +1,0 % | 2.595.937 $ | +126.644 $ | +5,1 % | 2.469.293 $ | +38.763 $ | +1,6 % |
| Outlook Wealth Advisors, LLC | 2.962.739 $ | -89.781 $ | -2,9 % | 3.052.520 $ | +1.202.665 $ | +65,0 % | 1.849.855 $ | +321.313 $ | +21,0 % | 1.528.542 $ | +433.583 $ | +39,6 % |
| Rothschild Capital Partners, LLC | 3.045.464 $ | +490.712 $ | +19,2 % | 2.554.752 $ | +434.770 $ | +20,5 % | 2.119.982 $ | +558.628 $ | +35,8 % | 1.561.354 $ | +278.491 $ | +21,7 % |
| Pinnacle West Asset Management, Inc. | 2.364.000 $ | +1.000 $ | +0,0 % | 2.363.000 $ | -398.000 $ | -14,4 % | 2.761.000 $ | -284.000 $ | -9,3 % | 3.045.000 $ | +297.000 $ | +10,8 % |
| PBMares Wealth Management LLC | 3.043.159 $ | +129.158 $ | +4,4 % | |||||||||
| Buck Wealth Strategies, LLC | 3.027.743 $ | +2.699.548 $ | +822,5 % | 328.195 $ | -22.796 $ | -6,5 % | 350.991 $ | -50.987 $ | -12,7 % | 401.978 $ | +5.956 $ | +1,5 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 3.013.914 $ | +392.156 $ | +15,0 % | 2.621.758 $ | +752.192 $ | +40,2 % | 1.869.566 $ | +148.813 $ | +8,6 % | 1.720.753 $ | +371.648 $ | +27,5 % |
| Town Capital LLC | 3.012.264 $ | +858.168 $ | +39,8 % | 2.154.096 $ | +1.099.421 $ | +104,2 % | 1.054.675 $ | |||||
| United Advisor Group, LLC | 3.009.296 $ | +1.094.959 $ | +57,2 % | 1.914.337 $ | -1.015.812 $ | -34,7 % | 2.930.149 $ | +188.329 $ | +6,9 % | 2.741.820 $ | +862.028 $ | +45,9 % |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 3.004.181 $ | +1.524.481 $ | +103,0 % | 1.479.700 $ | -32.910 $ | -2,2 % | 1.512.610 $ | -618.139 $ | -29,0 % | 2.130.749 $ | +637.307 $ | +42,7 % |
| SHIKIAR ASSET MANAGEMENT INC | 3.004.000 $ | +426.000 $ | +16,5 % | 2.578.000 $ | -283.000 $ | -9,9 % | 2.861.000 $ | +29.000 $ | +1,0 % | 2.832.000 $ | +266.000 $ | +10,4 % |
| Raine Group LLC | 2.999.905 $ | +23.886 $ | +0,8 % | 2.976.019 $ | -4.459 $ | -0,1 % | 2.980.478 $ | +77.741 $ | +2,7 % | |||
| Austin Wealth Management, LLC | 853.853 $ | +310.137 $ | +57,0 % | 543.716 $ | -2.455.706 $ | -81,9 % | 2.999.422 $ | +30.827 $ | +1,0 % | 2.968.595 $ | +2.398.096 $ | +420,4 % |
| LAKE STREET PRIVATE WEALTH, LLC | 2.996.410 $ | +346.307 $ | +13,1 % | 2.650.103 $ | +18.367 $ | +0,7 % | 2.631.736 $ | +1.742.945 $ | +196,1 % | 888.791 $ | +84.174 $ | +10,5 % |
| North Capital, Inc. | 2.773.520 $ | -50.099 $ | -1,8 % | 2.823.619 $ | -24.620 $ | -0,9 % | 2.848.239 $ | -138.890 $ | -4,6 % | 2.987.129 $ | -249.779 $ | -7,7 % |
| Phoenix Wealth Advisors | 2.974.108 $ | +542.559 $ | +22,3 % | 2.431.549 $ | +51.311 $ | +2,2 % | 2.380.238 $ | +63.614 $ | +2,7 % | 2.316.624 $ | +255.475 $ | +12,4 % |
| Pachira Investments Inc. | 2.973.885 $ | +851.701 $ | +40,1 % | 2.122.184 $ | +577.829 $ | +37,4 % | 1.544.355 $ | +561.673 $ | +57,2 % | 982.682 $ | +227.361 $ | +30,1 % |
| Strive Financial Group ,LLC | 2.968.406 $ | +768.406 $ | +34,9 % | 2.200.000 $ | +1.198.650 $ | +119,7 % | 1.001.350 $ | |||||
| R2 Capital Strategies, LLC | 2.967.189 $ | |||||||||||
| Oath Planning, LLC | 2.966.408 $ | +142.922 $ | +5,1 % | 2.823.486 $ | +25.186 $ | +0,9 % | 2.798.300 $ | |||||
| Appalachian Capital Management Ltd | 2.721.830 $ | -101.683 $ | -3,6 % | 2.823.513 $ | -140.483 $ | -4,7 % | 2.963.996 $ | |||||
| Asset Allocation Strategies LLC | 2.250.614 $ | -187.529 $ | -7,7 % | 2.438.143 $ | -161.438 $ | -6,2 % | 2.599.581 $ | -351.607 $ | -11,9 % | 2.951.188 $ | -505.371 $ | -14,6 % |
| Goelzer Investment Management, Inc. | 2.834.011 $ | -8.484 $ | -0,3 % | 2.842.495 $ | -107.421 $ | -3,6 % | 2.949.916 $ | +1.322.806 $ | +81,3 % | 1.627.110 $ | +77.887 $ | +5,0 % |
| Q3 Asset Management | 464.000 $ | -2.484.000 $ | -84,3 % | 2.948.000 $ | +197.000 $ | +7,2 % | ||||||
| EAGLE GLOBAL ADVISORS LLC | 2.945.730 $ | +127.712 $ | +4,5 % | 2.818.018 $ | +10.602 $ | +0,4 % | 2.807.416 $ | +23.747 $ | +0,9 % | 2.783.669 $ | +29.506 $ | +1,1 % |
| Leo H. Evart, Inc. | 2.943.261 $ | |||||||||||
| Murphy & Mullick Capital Management Corp | 1.753.468 $ | -536.003 $ | -23,4 % | 2.289.471 $ | -122.662 $ | -5,1 % | 2.412.133 $ | -528.671 $ | -18,0 % | 2.940.804 $ | +32.654 $ | +1,1 % |
| Lodestone Wealth Management LLC | 2.935.444 $ | +38.619 $ | +1,3 % | 2.896.825 $ | +152.441 $ | +5,6 % | 2.744.384 $ | +132.939 $ | +5,1 % | 2.611.445 $ | +199.641 $ | +8,3 % |
| Redwood Wealth Management Group, LLC | 2.434.529 $ | -243.225 $ | -9,1 % | 2.677.754 $ | -253.058 $ | -8,6 % | 2.930.812 $ | -627.390 $ | -17,6 % | |||
| KWB Wealth | 2.929.140 $ | +216.592 $ | +8,0 % | 2.712.548 $ | +0 $ | +0,0 % | 2.712.548 $ | +243.060 $ | +9,8 % | 2.469.488 $ | +195.715 $ | +8,6 % |
| McKinley Carter Wealth Services, Inc. | 2.927.801 $ | +1.102.330 $ | +60,4 % | 1.825.471 $ | +25.467 $ | +1,4 % | 1.800.004 $ | -347.702 $ | -16,2 % | 2.147.706 $ | +226.085 $ | +11,8 % |
| Exit Wealth Advisors, LLC. | 2.922.931 $ | +361.723 $ | +14,1 % | 2.561.208 $ | ||||||||
| AssuredPartners Investment Advisors, LLC | 2.919.681 $ | +871.854 $ | +42,6 % | 2.047.827 $ | +1.012.827 $ | +97,9 % | 1.035.000 $ | +479.177 $ | +86,2 % | 555.823 $ | ||
| TMB Capital Partners, LLC | 2.911.555 $ | +317.903 $ | +12,3 % | 2.593.652 $ | +389.369 $ | +17,7 % | 2.204.283 $ | |||||
| Krilogy Financial LLC | 2.716.894 $ | -98.692 $ | -3,5 % | 2.815.586 $ | +70.141 $ | +2,6 % | 2.745.445 $ | -159.869 $ | -5,5 % | 2.905.314 $ | +1.812.126 $ | +165,8 % |
| TFB Advisors LLC | 1.061.238 $ | +32.211 $ | +3,1 % | 1.029.027 $ | -1.873.081 $ | -64,5 % | 2.902.108 $ | +546.329 $ | +23,2 % | 2.355.779 $ | -43.677 $ | -1,8 % |
| Laird Norton Wetherby Wealth Management, LLC | 2.901.309 $ | +80.458 $ | +2,9 % | |||||||||
| Hills Bank & Trust Co | 2.898.121 $ | +254.691 $ | +9,6 % | 2.643.430 $ | +309.603 $ | +13,3 % | 2.333.827 $ | -60.487 $ | -2,5 % | 2.394.314 $ | +238.895 $ | +11,1 % |
| VERITY Wealth Advisors | 2.896.706 $ | +40.571 $ | +1,4 % | 2.856.135 $ | +54.435 $ | +1,9 % | 2.801.700 $ | -7.042 $ | -0,3 % | 2.808.742 $ | -124.426 $ | -4,2 % |
| Bedell Frazier Investment Counselling, LLC | 400.006 $ | +17.314 $ | +4,5 % | 382.692 $ | -2.511.803 $ | -86,8 % | 2.894.495 $ | |||||
| High Net Worth Advisory Group LLC | 2.467.929 $ | -370.279 $ | -13,0 % | 2.838.208 $ | -53.547 $ | -1,9 % | 2.891.755 $ | +54.857 $ | +1,9 % | 2.836.898 $ | +624.756 $ | +28,2 % |
| TICINO WEALTH | 2.889.994 $ | +572.353 $ | +24,7 % | 2.317.641 $ | +283.137 $ | +13,9 % | 2.034.504 $ | |||||
| Avion Wealth | 2.825.000 $ | +113.000 $ | +4,2 % | 2.712.000 $ | -176.000 $ | -6,1 % | 2.888.000 $ | +15.000 $ | +0,5 % | 2.873.000 $ | -98.000 $ | -3,3 % |
| Ellis Investment Partners, LLC | 2.877.192 $ | +923.564 $ | +47,3 % | 1.953.628 $ | +257.644 $ | +15,2 % | 1.695.984 $ | -49.403 $ | -2,8 % | 1.745.387 $ | -29.433 $ | -1,7 % |
| Apriem Advisors | 2.874.761 $ | +246.951 $ | +9,4 % | 2.627.810 $ | +142.010 $ | +5,7 % | 2.485.800 $ | -44.528 $ | -1,8 % | 2.530.328 $ | +19.029 $ | +0,8 % |
| Clearwater Capital Advisors, LLC | 933.187 $ | -30.578 $ | -3,2 % | 963.765 $ | -487.082 $ | -33,6 % | 1.450.847 $ | -1.422.477 $ | -49,5 % | 2.873.324 $ | -522 $ | -0,0 % |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 2.238.623 $ | -634.298 $ | -22,1 % | 2.872.921 $ | +891.243 $ | +45,0 % | 1.981.678 $ | +1.247.262 $ | +169,8 % | 734.416 $ | ||
| Trinity Financial Advisors LLC | 1.857.821 $ | -10.645 $ | -0,6 % | 1.868.466 $ | -998.007 $ | -34,8 % | 2.866.473 $ | +490.738 $ | +20,7 % | 2.375.735 $ | +72.522 $ | +3,1 % |
| Circle Wealth Management, LLC | 2.646.878 $ | +64.737 $ | +2,5 % | 2.582.141 $ | -280.170 $ | -9,8 % | 2.862.311 $ | +566.043 $ | +24,7 % | 2.296.268 $ | +2.731 $ | +0,1 % |
| Crossmark Global Holdings, Inc. | 2.860.240 $ | -446.818 $ | -13,5 % | |||||||||
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 2.859.231 $ | +122.479 $ | +4,5 % | 2.736.752 $ | +91.956 $ | +3,5 % | 2.644.796 $ | +173.697 $ | +7,0 % | 2.471.099 $ | +210.419 $ | +9,3 % |
| BBR PARTNERS, LLC | 589.130 $ | +103.105 $ | +21,2 % | 486.025 $ | -2.371.635 $ | -83,0 % | 2.857.660 $ | +496.682 $ | +21,0 % | 2.360.978 $ | -267.557 $ | -10,2 % |
| Palogic Value Management, L.P. | 2.551.869 $ | -110.985 $ | -4,2 % | 2.662.854 $ | -113.976 $ | -4,1 % | 2.776.830 $ | -79.216 $ | -2,8 % | 2.856.046 $ | +235.962 $ | +9,0 % |
| Seek First Inc. | 2.855.855 $ | +3.485 $ | +0,1 % | 2.852.370 $ | +25 $ | +0,0 % | 2.852.345 $ | +76.665 $ | +2,8 % | 2.775.680 $ | +44.664 $ | +1,6 % |
| FF Advisors,LLC | 2.851.286 $ | +223.537 $ | +8,5 % | 2.627.749 $ | +1.396.428 $ | +113,4 % | 1.231.321 $ | +151.181 $ | +14,0 % | 1.080.140 $ | +116.996 $ | +12,1 % |
| TritonPoint Partners, LLC | 2.839.850 $ | |||||||||||
| THEORY FINANCIAL LLC | 625.990 $ | -1.245.460 $ | -66,6 % | 1.871.450 $ | -967.314 $ | -34,1 % | 2.838.764 $ | +187.153 $ | +7,1 % | |||
| Eschler Asset Management LLP | 2.832.697 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 2.795.951 $ | +59.230 $ | +2,2 % | 2.736.721 $ | -27.372 $ | -1,0 % | 2.764.093 $ | -67.908 $ | -2,4 % | 2.832.001 $ | +118.649 $ | +4,4 % |
| ORG Partners LLC | 2.820.406 $ | +737.510 $ | +35,4 % | 2.082.896 $ | -15.539 $ | -0,7 % | ||||||
| IFC & Insurance Marketing, Inc. | 2.815.576 $ | +51.465 $ | +1,9 % | 2.764.111 $ | +1.323.111 $ | +91,8 % | 1.441.000 $ | |||||
| TBH Global Asset Management, LLC | 1.793.200 $ | +261.206 $ | +17,1 % | 1.531.994 $ | -1.272.727 $ | -45,4 % | 2.804.721 $ | +1.288.586 $ | +85,0 % | 1.516.135 $ | +13.498 $ | +0,9 % |
| Archvest Wealth Advisors, Inc. | 2.309.157 $ | -484.260 $ | -17,3 % | 2.793.417 $ | +765.403 $ | +37,7 % | 2.028.014 $ | +148.428 $ | +7,9 % | 1.879.586 $ | +355.080 $ | +23,3 % |
| Capital Planning LLC | 2.792.304 $ | +325.931 $ | +13,2 % | 2.466.373 $ | -23.148 $ | -0,9 % | 2.489.521 $ | +386.670 $ | +18,4 % | 2.102.851 $ | +699.070 $ | +49,8 % |
| Riverbend Wealth Management, LLC | 2.777.165 $ | +299.844 $ | +12,1 % | 2.477.321 $ | +97.751 $ | +4,1 % | 2.379.570 $ | +328.613 $ | +16,0 % | 2.050.957 $ | +363.633 $ | +21,6 % |
| IPG Investment Advisors LLC | 2.185.637 $ | -573.011 $ | -20,8 % | 2.758.648 $ | -17.593 $ | -0,6 % | 2.776.241 $ | +1.634 $ | +0,1 % | 2.774.607 $ | +579.627 $ | +26,4 % |
| Hemenway Trust Co LLC | 2.774.920 $ | +318.655 $ | +13,0 % | 2.456.265 $ | -51.766 $ | -2,1 % | 2.508.031 $ | +409.219 $ | +19,5 % | 2.098.812 $ | +102.688 $ | +5,1 % |
| Kelsey Financial, LLC | 2.774.308 $ | +247.841 $ | +9,8 % | 2.526.467 $ | -131.720 $ | -5,0 % | 2.658.187 $ | |||||
| Veery Capital, LLC | 2.774.104 $ | +99.146 $ | +3,7 % | 2.674.958 $ | +169.428 $ | +6,8 % | 2.505.530 $ | +41.038 $ | +1,7 % | 2.464.492 $ | +224.719 $ | +10,0 % |
| Calydon Capital | 2.753.974 $ | +360.824 $ | +15,1 % | 2.393.150 $ | -113.214 $ | -4,5 % | 2.506.364 $ | +50.358 $ | +2,1 % | 2.456.006 $ | -2.099.184 $ | -46,1 % |
| Naviter Wealth, LLC | 2.752.161 $ | +365.740 $ | +15,3 % | 2.386.421 $ | +62.253 $ | +2,7 % | 2.324.168 $ | -63.374 $ | -2,7 % | 2.387.542 $ | +320.789 $ | +15,5 % |
| HARBOR INVESTMENT ADVISORY, LLC | 2.749.460 $ | +589.142 $ | +27,3 % | 2.160.318 $ | -34.373 $ | -1,6 % | 2.194.691 $ | +76.643 $ | +3,6 % | 2.118.048 $ | +882.930 $ | +71,5 % |
| Red Tortoise LLC | 2.745.543 $ | +36.056 $ | +1,3 % | 2.709.487 $ | +652.613 $ | +31,7 % | 2.056.874 $ | +251.454 $ | +13,9 % | |||
| Ayalon Insurance Comp Ltd. | 2.742.000 $ | +487.000 $ | +21,6 % | 2.255.000 $ | -204.000 $ | -8,3 % | 2.459.000 $ | +50.000 $ | +2,1 % | 2.409.000 $ | +216.000 $ | +9,8 % |
| Long Island Wealth Management, Inc. | 2.631.287 $ | -107.251 $ | -3,9 % | 2.738.538 $ | +510.420 $ | +22,9 % | 2.228.118 $ | +36.514 $ | +1,7 % | 2.191.604 $ | +183.249 $ | +9,1 % |
| WCG Wealth Advisors LLC | 2.600.386 $ | -131.722 $ | -4,8 % | 2.732.108 $ | +111.980 $ | +4,3 % | 2.620.128 $ | |||||
| TSA Wealth Managment LLC | 2.514.195 $ | +1.606.343 $ | +176,9 % | 907.852 $ | -1.824.042 $ | -66,8 % | 2.731.894 $ | +146.407 $ | +5,7 % | |||
| L. Roy Papp & Associates, LLP | 2.610.186 $ | +7.081 $ | +0,3 % | 2.603.105 $ | -61.796 $ | -2,3 % | 2.664.901 $ | -64.318 $ | -2,4 % | 2.729.219 $ | -23.825 $ | -0,9 % |
| Wells Trecaso Financial Group, LLC | 2.722.705 $ | -1.726.043 $ | -38,8 % | |||||||||
| TRAN CAPITAL MANAGEMENT, L.P. | 2.544.686 $ | -147.709 $ | -5,5 % | 2.692.395 $ | -26.286 $ | -1,0 % | 2.718.681 $ | +2.319.239 $ | +580,6 % | 399.442 $ | +5.274 $ | +1,3 % |
| ETF Store, Inc. | 2.714.601 $ | +67.763 $ | +2,6 % | 2.646.838 $ | +62.964 $ | +2,4 % | 2.583.874 $ | +157.836 $ | +6,5 % | 2.426.038 $ | +142.621 $ | +6,2 % |
| Clear Point Advisors Inc. | 2.714.512 $ | +144.975 $ | +5,6 % | 2.569.537 $ | +158.663 $ | +6,6 % | 2.410.874 $ | +495.320 $ | +25,9 % | |||
| BCWM, LLC | 2.711.792 $ | +207.694 $ | +8,3 % | 2.504.098 $ | +23.666 $ | +1,0 % | 2.480.432 $ | -248.003 $ | -9,1 % | |||
| BURLING WEALTH PARTNERS, LLC | 2.709.025 $ | +528.907 $ | +24,3 % | 2.180.118 $ | +301.414 $ | +16,0 % | 1.878.704 $ | +1.038.274 $ | +123,5 % | 840.430 $ | ||
| Life Planning Partners, Inc | 2.525.707 $ | -94.220 $ | -3,6 % | 2.619.927 $ | -86.415 $ | -3,2 % | 2.706.342 $ | +84.768 $ | +3,2 % | 2.621.574 $ | +34.230 $ | +1,3 % |
| Provident Co of the Employees of the Hebrew University LTD | 2.701.106 $ | |||||||||||
| CASTLEKEEP INVESTMENT ADVISORS LLC | 2.700.114 $ | +486.789 $ | +22,0 % | 2.213.325 $ | -6.178 $ | -0,3 % | 2.219.503 $ | +88.460 $ | +4,2 % | 2.131.043 $ | +360.256 $ | +20,3 % |
| Accel Wealth Management | 2.092.950 $ | +290.404 $ | +16,1 % | 1.802.546 $ | +114.854 $ | +6,8 % | 1.687.692 $ | -1.004.032 $ | -37,3 % | 2.691.724 $ | -82.102 $ | -3,0 % |
| ENTREWEALTH, LLC | 2.690.609 $ | -834 $ | -0,0 % | 2.691.443 $ | +440.145 $ | +19,6 % | 2.251.298 $ | -297.074 $ | -11,7 % | 2.548.372 $ | ||
| Fragasso Financial Advisors Inc | 2.689.140 $ | +933.065 $ | +53,1 % | 1.756.075 $ | +1.270.998 $ | +262,0 % | 485.077 $ | +8.660 $ | +1,8 % | 476.417 $ | +44.709 $ | +10,4 % |
| Uncommon Cents Investing Inc | 2.687.494 $ | +518.054 $ | +23,9 % | 2.169.440 $ | +616.325 $ | +39,7 % | 1.553.115 $ | +213.097 $ | +15,9 % | 1.340.018 $ | +298.517 $ | +28,7 % |
| Flatrock Wealth Partners LLC | 2.679.657 $ | +742.159 $ | +38,3 % | 1.937.498 $ | +149.729 $ | +8,4 % | 1.787.769 $ | |||||
| SURIENCE PRIVATE WEALTH LLC | 1.597.683 $ | -185.714 $ | -10,4 % | 1.783.397 $ | -325.787 $ | -15,4 % | 2.109.184 $ | -553.500 $ | -20,8 % | 2.662.684 $ | -3.495.639 $ | -56,8 % |
| TCW GROUP INC | 1.391.377 $ | -1.270.458 $ | -47,7 % | 2.661.835 $ | ||||||||
| Creekside Partners | 2.661.046 $ | +110.764 $ | +4,3 % | 2.550.282 $ | -23.739 $ | -0,9 % | 2.574.021 $ | +16.100 $ | +0,6 % | 2.557.921 $ | +4.334 $ | +0,2 % |
| New Dimensions Wealth Management, LLC | 2.654.604 $ | +346.336 $ | +15,0 % | 2.308.268 $ | -45.970 $ | -2,0 % | 2.354.238 $ | -76.102 $ | -3,1 % | 2.430.340 $ | -23.100 $ | -0,9 % |
| LEGACY FINANCIAL GROUP, INC. | 2.652.371 $ | +200.508 $ | +8,2 % | 2.451.863 $ | +67.813 $ | +2,8 % | 2.384.050 $ | -21.024 $ | -0,9 % | 2.405.074 $ | -55.804 $ | -2,3 % |
| Smith Partners Wealth Management, LLC | 2.643.937 $ | +658.385 $ | +33,2 % | 1.985.552 $ | +472.836 $ | +31,3 % | 1.512.716 $ | |||||
| Matthew Goff Investment Advisor, LLC | 2.642.629 $ | |||||||||||
| Greenline Wealth Management LLC | 2.641.760 $ | +1.908.645 $ | +260,3 % | 733.115 $ | +241.587 $ | +49,2 % | 491.528 $ | |||||
| Meadowbrook Advisors Group, LLC | 1.357.811 $ | -1.182.594 $ | -46,6 % | 2.540.405 $ | -99.782 $ | -3,8 % | 2.640.187 $ | |||||
| CONSILIO WEALTH ADVISORS, LLC | 2.607.279 $ | -7.900 $ | -0,3 % | 2.615.179 $ | -22.096 $ | -0,8 % | 2.637.275 $ | +114.526 $ | +4,5 % | 2.522.749 $ | +28.797 $ | +1,2 % |
| Grandview Asset Management LLC | 2.507.440 $ | -52.879 $ | -2,1 % | 2.560.319 $ | -71.798 $ | -2,7 % | 2.632.117 $ | +84.122 $ | +3,3 % | 2.547.995 $ | -70.005 $ | -2,7 % |
| ALLSTREET CAPITAL ADVISORS LLC | 2.628.278 $ | +133.960 $ | +5,4 % | 2.494.318 $ | +385.271 $ | +18,3 % | 2.109.047 $ | |||||
| Retirement Wealth Solutions LLC | 2.597.253 $ | -23.856 $ | -0,9 % | 2.621.109 $ | -6.730 $ | -0,3 % | 2.627.839 $ | +34.301 $ | +1,3 % | 2.593.538 $ | -71.637 $ | -2,7 % |
| Ascent Wealth Partners, LLC | 2.624.544 $ | +244.619 $ | +10,3 % | 2.379.925 $ | +181.152 $ | +8,2 % | 2.198.773 $ | +26.128 $ | +1,2 % | 2.172.645 $ | +578.508 $ | +36,3 % |
| Triton Wealth Management, PLLC | 2.615.435 $ | +1.327.255 $ | +103,0 % | 1.288.180 $ | -6.472 $ | -0,5 % | 1.294.652 $ | +181.192 $ | +16,3 % | 1.113.460 $ | +318.440 $ | +40,1 % |
| MONECO ADVISORS, LLC | 2.613.907 $ | +909.559 $ | +53,4 % | 1.704.348 $ | +737.483 $ | +76,3 % | 966.865 $ | +217.554 $ | +29,0 % | 749.311 $ | +13.065 $ | +1,8 % |
| Man Group plc | 1.426.870 $ | -1.177.085 $ | -45,2 % | 2.603.955 $ | +286.556 $ | +12,4 % | 2.317.399 $ | -44.922.993 $ | -95,1 % | |||
| Pacer Advisors, Inc. | 2.455.000 $ | -143.000 $ | -5,5 % | 2.598.000 $ | +280.262 $ | +12,1 % | 2.317.738 $ | -139.008 $ | -5,7 % | 2.456.746 $ | -351.730 $ | -12,5 % |
| Legacy Advisors, LLC | 2.590.612 $ | +1.482.031 $ | +133,7 % | 1.108.581 $ | -210.044 $ | -15,9 % | 1.318.625 $ | -296.282 $ | -18,3 % | 1.614.907 $ | ||
| Significant Wealth Partners LLC | 2.568.657 $ | +715.535 $ | +38,6 % | 1.853.122 $ | -264.786 $ | -12,5 % | 2.117.908 $ | +354.220 $ | +20,1 % | 1.763.688 $ | -421.526 $ | -19,3 % |
| Hopwood Nicholas Hunter | 2.568.474 $ | +122.556 $ | +5,0 % | 2.445.918 $ | +28.042 $ | +1,2 % | 2.417.876 $ | |||||
| FIRST FOUNDATION ADVISORS | 2.218.606 $ | -340.665 $ | -13,3 % | 2.559.271 $ | +450.396 $ | +21,4 % | 2.108.875 $ | -44.302 $ | -2,1 % | 2.153.177 $ | -543.000 $ | -20,1 % |
| Roger Wittlin Investment Advisory, LLC | 746.798 $ | -342.095 $ | -31,4 % | 1.088.893 $ | -465.277 $ | -29,9 % | 1.554.170 $ | -1.001.961 $ | -39,2 % | 2.556.131 $ | -147.648 $ | -5,5 % |
| SPIREPOINT PRIVATE CLIENT, LLC | 2.549.846 $ | +492.571 $ | +23,9 % | 2.057.275 $ | +114.299 $ | +5,9 % | 1.942.976 $ | +446.123 $ | +29,8 % | 1.496.853 $ | +155.111 $ | +11,6 % |
| DIMENSIONAL FUND ADVISORS LP | 2.547.163 $ | +429.320 $ | +20,3 % | 2.117.843 $ | -245.838 $ | -10,4 % | 2.363.681 $ | +130.193 $ | +5,8 % | 2.233.488 $ | -200.770.938 $ | -98,9 % |
| Front Street Capital Management, Inc. | 2.545.000 $ | |||||||||||
| Seelaus Asset Management LLC | 2.115.002 $ | -426.730 $ | -16,8 % | 2.541.732 $ | +341.237 $ | +15,5 % | 2.200.495 $ | +388.936 $ | +21,5 % | 1.811.559 $ | +80.254 $ | +4,6 % |
| Duncan Williams Asset Management, LLC | 2.537.039 $ | +945.398 $ | +59,4 % | 1.591.641 $ | -455.829 $ | -22,3 % | 2.047.470 $ | +293.290 $ | +16,7 % | 1.754.180 $ | +4.616 $ | +0,3 % |
| Brightwater Advisory LLC | 2.526.563 $ | +278.959 $ | +12,4 % | 2.247.604 $ | +513.656 $ | +29,6 % | 1.733.948 $ | +202.504 $ | +13,2 % | 1.531.444 $ | +120.026 $ | +8,5 % |
| Carter Financial Group, INC. | 2.526.114 $ | +225.818 $ | +9,8 % | 2.300.296 $ | -146.576 $ | -6,0 % | 2.446.872 $ | +13.127 $ | +0,5 % | 2.433.745 $ | -919.924 $ | -27,4 % |
| Innova Wealth Partners | 2.523.526 $ | +696.863 $ | +38,1 % | 1.826.663 $ | +267.677 $ | +17,2 % | 1.558.986 $ | +352.601 $ | +29,2 % | 1.206.385 $ | +764.921 $ | +173,3 % |
| SRH ADVISORS, LLC | 2.520.646 $ | +354.016 $ | +16,3 % | 2.166.630 $ | +507.948 $ | +30,6 % | 1.658.682 $ | +1.152.873 $ | +227,9 % | 505.809 $ | +5.743 $ | +1,1 % |
| Daiichi Life Insurance Co., Ltd. | 1.518.846 $ | -496.801 $ | -24,6 % | 2.015.647 $ | -501.739 $ | -19,9 % | 2.517.386 $ | +369.587 $ | +17,2 % | 2.147.799 $ | +1.247.701 $ | +138,6 % |
| Gemmer Asset Management LLC | 2.516.346 $ | +269.726 $ | +12,0 % | 2.246.620 $ | -44.641 $ | -1,9 % | 2.291.261 $ | +72.383 $ | +3,3 % | 2.218.878 $ | +134.895 $ | +6,5 % |
| BRASS TAX WEALTH MANAGEMENT, INC | 2.510.389 $ | +31.218 $ | +1,3 % | |||||||||
| Moloney Securities Asset Management, LLC | 2.510.299 $ | +81.885 $ | +3,4 % | |||||||||
| Compagnie Lombard Odier SCmA | 1.814.222 $ | -103.558 $ | -5,4 % | 1.917.780 $ | -578.193 $ | -23,2 % | 2.495.973 $ | +63.011 $ | +2,6 % | 2.432.962 $ | -165.338 $ | -6,4 % |
| Stonekeep Investments, LLC | 2.214.000 $ | +23.560 $ | +1,1 % | 2.190.440 $ | -139.560 $ | -6,0 % | 2.330.000 $ | -160.259 $ | -6,4 % | 2.490.259 $ | -10.959 $ | -0,4 % |
| REAP Financial Group, LLC | 2.307.595 $ | +6.965 $ | +0,3 % | 2.300.630 $ | -37.861 $ | -1,6 % | 2.338.491 $ | -148.699 $ | -6,0 % | 2.487.190 $ | -454.023 $ | -15,4 % |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 2.486.249 $ | +86.012 $ | +3,6 % | |||||||||
| Advisors Asset Management, Inc. | 2.485.685 $ | +226.044 $ | +10,0 % | 2.259.641 $ | +278.207 $ | +14,0 % | 1.981.434 $ | +115.224 $ | +6,2 % | 1.866.210 $ | -4.170.903 $ | -69,1 % |
| Elser Financial Planning, Inc | 2.331.134 $ | -137.859 $ | -5,6 % | 2.468.993 $ | +2.238.856 $ | +972,8 % | 230.137 $ | -2.629 $ | -1,1 % | 232.766 $ | -1.140 $ | -0,5 % |
| Westwood Wealth Management | 2.462.283 $ | |||||||||||
| Certus Wealth Management, LLC | 2.457.558 $ | +278.234 $ | +12,8 % | |||||||||
| Confluence Wealth Services, Inc. | 2.452.410 $ | +414.201 $ | +20,3 % | 2.038.209 $ | +1.234.427 $ | +153,6 % | 803.782 $ | +331.333 $ | +70,1 % | 472.449 $ | +26.753 $ | +6,0 % |
| Advisor Resource Council | 2.450.068 $ | +800.662 $ | +48,5 % | 1.649.406 $ | +171.276 $ | +11,6 % | 1.478.130 $ | +1.274.147 $ | +624,6 % | |||
| Decker Retirement Planning Inc. | 2.448.927 $ | +416.933 $ | +20,5 % | 2.031.994 $ | +189.053 $ | +10,3 % | 1.842.941 $ | +67.970 $ | +3,8 % | 1.774.971 $ | +70.063 $ | +4,1 % |
| RMR Capital Management, LLC | 2.432.108 $ | +139.915 $ | +6,1 % | 2.292.193 $ | -31.879 $ | -1,4 % | 2.324.072 $ | +22.856 $ | +1,0 % | 2.301.216 $ | +359.230 $ | +18,5 % |
| Sincerus Advisory, LLC | 2.431.073 $ | +58.946 $ | +2,5 % | 2.372.127 $ | +1.606 $ | +0,1 % | 2.370.521 $ | -1.970 $ | -0,1 % | 2.372.491 $ | +57.808 $ | +2,5 % |
| Noble Family Wealth, LLC | 962.824 $ | +495.147 $ | +105,9 % | 467.677 $ | -1.958.460 $ | -80,7 % | 2.426.137 $ | +272.580 $ | +12,7 % | 2.153.557 $ | ||
| Clark Capital Management Group, Inc. | 2.326.288 $ | +1.455.576 $ | +167,2 % | 870.712 $ | -1.550.547 $ | -64,0 % | 2.421.259 $ | +1.981.648 $ | +450,8 % | 439.611 $ | +20.463 $ | +4,9 % |
| CHILTON INVESTMENT CO INC. | 2.167.515 $ | -253.166 $ | -10,5 % | 2.420.681 $ | +2.176.398 $ | +890,9 % | 244.283 $ | +3.103 $ | +1,3 % | 241.180 $ | ||
| Vontobel Holding Ltd. | 2.341.751 $ | -72.794 $ | -3,0 % | 2.414.545 $ | +104.250 $ | +4,5 % | 2.310.295 $ | +11.161 $ | +0,5 % | 2.299.134 $ | -77.857 $ | -3,3 % |
| MBA Advisors LLC | 2.412.972 $ | +256.534 $ | +11,9 % | 2.156.438 $ | +515.404 $ | +31,4 % | 1.641.034 $ | +783.825 $ | +91,4 % | 857.209 $ | +27.118 $ | +3,3 % |
| Everhart Financial Group, Inc. | 1.300.893 $ | +150.583 $ | +13,1 % | 1.150.310 $ | -623.216 $ | -35,1 % | 1.773.526 $ | -636.762 $ | -26,4 % | 2.410.288 $ | -678.639 $ | -22,0 % |
| WESPAC Advisors, LLC | 2.401.118 $ | +215.664 $ | +9,9 % | 2.185.454 $ | ||||||||
| Solutions 4 Wealth, Ltd | 2.399.453 $ | +608.814 $ | +34,0 % | 1.790.639 $ | +795.455 $ | +79,9 % | 995.184 $ | +300.800 $ | +43,3 % | 694.384 $ | +126.870 $ | +22,4 % |
| Nemes Rush Group LLC | 2.392.629 $ | +546.045 $ | +29,6 % | 1.846.584 $ | -208.521 $ | -10,1 % | 2.055.105 $ | +2.014.116 $ | +4.913,8 % | 40.989 $ | -4.996 $ | -10,9 % |
| Titiun Yejiel | 2.370.900 $ | -7.200 $ | -0,3 % | 2.378.100 $ | -13.800 $ | -0,6 % | 2.391.900 $ | |||||
| Autumn Glory Partners, LLC | 2.380.822 $ | +1.762.456 $ | +285,0 % | |||||||||
| PlanVest Financial, Inc | 2.377.797 $ | +245.015 $ | +11,5 % | 2.132.782 $ | ||||||||
| TCI Wealth Advisors, Inc. | 2.376.821 $ | +1.886.328 $ | +384,6 % | 490.493 $ | +13.229 $ | +2,8 % | 477.264 $ | +30.157 $ | +6,7 % | 447.107 $ | ||
| Gordian Advisors LLC | 2.371.316 $ | +516.217 $ | +27,8 % | 1.855.099 $ | +8.792 $ | +0,5 % | 1.846.307 $ | +16.006 $ | +0,9 % | 1.830.301 $ | +36.788 $ | +2,1 % |
| Patriot Financial Group Insurance Agency, LLC | 1.039.714 $ | -1.328.364 $ | -56,1 % | 2.368.078 $ | +1.210.455 $ | +104,6 % | 1.157.623 $ | -94.852 $ | -7,6 % | 1.252.475 $ | +910.138 $ | +265,9 % |
| New Republic Capital, LLC | 1.864.814 $ | +299.830 $ | +19,2 % | 1.564.984 $ | -802.940 $ | -33,9 % | 2.367.924 $ | +795.668 $ | +50,6 % | 1.572.256 $ | +134.470 $ | +9,4 % |
| LifeGoal Investments, LLC | 2.117.539 $ | -199.056 $ | -8,6 % | 2.316.595 $ | -44.568 $ | -1,9 % | 2.361.163 $ | +583.446 $ | +32,8 % | 1.777.717 $ | -192.900 $ | -9,8 % |
| Independent Wealth Network Inc. | 2.174.647 $ | +170.864 $ | +8,5 % | 2.003.783 $ | -356.872 $ | -15,1 % | 2.360.655 $ | +263.246 $ | +12,6 % | 2.097.409 $ | +121.480 $ | +6,1 % |
| Navigate Wealth Management, LLC | 2.359.836 $ | +93.129 $ | +4,1 % | 2.266.707 $ | ||||||||
| Independence Asset Advisors, LLC | 289.907 $ | -787.769 $ | -73,1 % | 1.077.676 $ | -174.722 $ | -14,0 % | 1.252.398 $ | -1.106.696 $ | -46,9 % | 2.359.094 $ | -554.223 $ | -19,0 % |
| GAMCO INVESTORS, INC. ET AL | 2.007.437 $ | -270.262 $ | -11,9 % | 2.277.699 $ | -80.245 $ | -3,4 % | 2.357.944 $ | -2.391.640 $ | -50,4 % | |||
| ForthRight Wealth Management, LLC | 2.357.556 $ | +281.822 $ | +13,6 % | 2.075.734 $ | +146.843 $ | +7,6 % | 1.928.891 $ | +560.400 $ | +41,0 % | 1.368.491 $ | +155.067 $ | +12,8 % |
| Keener Financial Planning LLC | 2.354.000 $ | +445.000 $ | +23,3 % | 1.909.000 $ | -97.000 $ | -4,8 % | 2.006.000 $ | -165.000 $ | -7,6 % | 2.171.000 $ | -79.000 $ | -3,5 % |
| CVFG LLC | 2.352.847 $ | +405.257 $ | +20,8 % | 1.947.590 $ | ||||||||
| Arena Capital Advisors, LLC- CA | 2.335.800 $ | -15.900 $ | -0,7 % | 2.351.700 $ | ||||||||
| Balanced Rock Investment Advisors LLC | 1.262.702 $ | -1.087.352 $ | -46,3 % | 2.350.054 $ | +101.101 $ | +4,5 % | 2.248.953 $ | +24.011 $ | +1,1 % | 2.224.942 $ | +135.936 $ | +6,5 % |
| Great Diamond Partners, LLC | 2.257.109 $ | -45.055 $ | -2,0 % | 2.302.164 $ | +3.142 $ | +0,1 % | 2.299.022 $ | -47.726 $ | -2,0 % | 2.346.748 $ | +172.345 $ | +7,9 % |
| VIMA LLC | 2.345.723 $ | |||||||||||
| MORRIS FINANCIAL CONCEPTS, INC. | 2.287.465 $ | -55.790 $ | -2,4 % | 2.343.255 $ | +245.825 $ | +11,7 % | 2.097.430 $ | +70.485 $ | +3,5 % | 2.026.945 $ | +26.935 $ | +1,3 % |
| HUNTINGTON BANCSHARES INC /MD/ | 2.340.508 $ | +2.147.486 $ | +1.112,6 % | 193.022 $ | ||||||||
| HERBST GROUP, LLC | 2.339.952 $ | -1.028.979 $ | -30,5 % | |||||||||
| Berger Financial Group, Inc | 2.334.199 $ | +11.870 $ | +0,5 % | 2.322.329 $ | +317.409 $ | +15,8 % | 2.004.920 $ | +583.495 $ | +41,1 % | 1.421.425 $ | +101.313 $ | +7,7 % |
| ABLE Financial Group, LLC | 777.883 $ | +498.647 $ | +178,6 % | 279.236 $ | -2.053.638 $ | -88,0 % | 2.332.874 $ | +1.459.088 $ | +167,0 % | 873.786 $ | +114.653 $ | +15,1 % |
| PFW Advisors LLC | 2.329.200 $ | +401.228 $ | +20,8 % | 1.927.972 $ | +12.511 $ | +0,7 % | 1.915.461 $ | +28.024 $ | +1,5 % | 1.887.437 $ | +200.515 $ | +11,9 % |
| CITY HOLDING CO | 2.325.572 $ | +278.400 $ | +13,6 % | 2.047.172 $ | -110.706 $ | -5,1 % | 2.157.878 $ | +2.120.318 $ | +5.645,1 % | 37.560 $ | +488 $ | +1,3 % |
| PDS Planning, Inc | 2.324.575 $ | +107.377 $ | +4,8 % | 2.217.198 $ | +430.260 $ | +24,1 % | 1.786.938 $ | -53.473 $ | -2,9 % | 1.840.411 $ | +168.547 $ | +10,1 % |
| Aureus Asset Management, LLC | 2.323.724 $ | +274.755 $ | +13,4 % | 2.048.969 $ | +31.476 $ | +1,6 % | 2.017.493 $ | +64.044 $ | +3,3 % | 1.953.449 $ | +90.929 $ | +4,9 % |
| SANDERS MORRIS HARRIS LLC | 2.322.710 $ | |||||||||||
| JACOBSON & SCHMITT ADVISORS, LLC | 2.314.552 $ | +61.619 $ | +2,7 % | 2.252.933 $ | +76.064 $ | +3,5 % | 2.176.869 $ | +44.576 $ | +2,1 % | 2.132.293 $ | +932.797 $ | +77,8 % |
| Cairn Investment Group, Inc. | 2.312.000 $ | +259.000 $ | +12,6 % | 2.053.000 $ | -32.000 $ | -1,5 % | 2.085.000 $ | +34.000 $ | +1,7 % | 2.051.000 $ | -24.000 $ | -1,2 % |
| MOSAIC FINANCIAL GROUP, LLC | 2.309.000 $ | +43.000 $ | +1,9 % | 2.266.000 $ | +8.000 $ | +0,4 % | 2.258.000 $ | +418.000 $ | +22,7 % | 1.840.000 $ | +16.000 $ | +0,9 % |
| Genesee Capital Advisors, LLC | 2.307.720 $ | +315.870 $ | +15,9 % | 1.991.850 $ | +631.665 $ | +46,4 % | 1.360.185 $ | +17.451 $ | +1,3 % | 1.342.734 $ | +62.244 $ | +4,9 % |
| CHAPIN DAVIS, INC. | 2.021.441 $ | -201.164 $ | -9,1 % | 2.222.605 $ | -85.021 $ | -3,7 % | 2.307.626 $ | +383.102 $ | +19,9 % | 1.924.524 $ | +492.922 $ | +34,4 % |
| 626 Financial, LLC | 2.301.589 $ | +1.149.954 $ | +99,9 % | 1.151.635 $ | +455.267 $ | +65,4 % | 696.368 $ | +10.462 $ | +1,5 % | 685.906 $ | +247.332 $ | +56,4 % |
| Valued Retirements, Inc. | 2.295.878 $ | +325.554 $ | +16,5 % | 1.970.324 $ | -46.427 $ | -2,3 % | 2.016.751 $ | +155.538 $ | +8,4 % | 1.861.213 $ | +0 $ | +0,0 % |
| Yelin Lapidot Holdings Management Ltd. | 2.288.767 $ | +400.562 $ | +21,2 % | 1.888.205 $ | +12.253 $ | +0,7 % | 1.875.952 $ | +32.045 $ | +1,7 % | 1.843.907 $ | +199.810 $ | +12,2 % |
| Meridian Wealth Advisors, LLC | 2.252.201 $ | -26.073 $ | -1,1 % | 2.278.274 $ | +45.858 $ | +2,1 % | 2.232.416 $ | +119.132 $ | +5,6 % | |||
| ASSOCIATED BANC-CORP | 2.274.694 $ | +1.773.798 $ | +354,1 % | 500.896 $ | -159.081 $ | -24,1 % | 659.977 $ | +201.955 $ | +44,1 % | 458.022 $ | +173.022 $ | +60,7 % |
| MYCIO WEALTH PARTNERS, LLC | 2.270.220 $ | +695.186 $ | +44,1 % | 1.575.034 $ | +479.298 $ | +43,7 % | 1.095.736 $ | +46.663 $ | +4,4 % | 1.049.073 $ | +100.417 $ | +10,6 % |
| Martin Capital Advisors, LLP | 2.197.034 $ | -11.428 $ | -0,5 % | 2.208.462 $ | -12.816 $ | -0,6 % | 2.221.278 $ | -46.336 $ | -2,0 % | 2.267.614 $ | +12.199 $ | +0,5 % |
| Buttonwood Financial Advisors Inc. | 2.262.832 $ | +198.469 $ | +9,6 % | 2.064.363 $ | -159.230 $ | -7,2 % | 2.223.593 $ | +17.680 $ | +0,8 % | 2.205.913 $ | +115.516 $ | +5,5 % |
| Navigation Wealth Management, Inc. | 2.260.799 $ | +122.443 $ | +5,7 % | 2.138.356 $ | -89.261 $ | -4,0 % | 2.227.617 $ | +165.363 $ | +8,0 % | 2.062.254 $ | +259.596 $ | +14,4 % |
| Financial Alternatives, Inc | 2.100.527 $ | +213.984 $ | +11,3 % | 1.886.543 $ | -286.740 $ | -13,2 % | 2.173.283 $ | -83.873 $ | -3,7 % | 2.257.156 $ | +204.801 $ | +10,0 % |
| EVOLUTION WEALTH MANAGEMENT INC. | 2.255.051 $ | +284.703 $ | +14,4 % | 1.970.348 $ | -35.619 $ | -1,8 % | 2.005.967 $ | +44.844 $ | +2,3 % | 1.961.123 $ | +304.793 $ | +18,4 % |
| Cove Private Wealth, LLC | 2.247.264 $ | +178.237 $ | +8,6 % | 2.069.027 $ | -185.044 $ | -8,2 % | 2.254.071 $ | +146.445 $ | +6,9 % | 2.107.626 $ | ||
| CONQUIS FINANCIAL LLC | 2.247.240 $ | +174.343 $ | +8,4 % | 2.072.897 $ | +137.440 $ | +7,1 % | 1.935.457 $ | +79.649 $ | +4,3 % | 1.855.808 $ | ||
| Tempus Wealth Planning, LLC | 2.224.049 $ | +229.262 $ | +11,5 % | 1.994.787 $ | +168.815 $ | +9,2 % | 1.825.972 $ | +361.432 $ | +24,7 % | 1.464.540 $ | +115.020 $ | +8,5 % |
| CHAPMAN FINANCIAL GROUP, LLC | 2.204.676 $ | -15.983 $ | -0,7 % | 2.220.659 $ | +183.106 $ | +9,0 % | 2.037.553 $ | +259.032 $ | +14,6 % | 1.778.521 $ | +1.076.580 $ | +153,4 % |
| Bigelow Investment Advisors, LLC | 2.210.614 $ | +16.399 $ | +0,7 % | 2.194.215 $ | +172.639 $ | +8,5 % | 2.021.576 $ | -637 $ | -0,0 % | 2.022.213 $ | +130.852 $ | +6,9 % |
| Berkshire Money Management, Inc. | 1.387.767 $ | -8.971 $ | -0,6 % | 1.396.738 $ | -813.218 $ | -36,8 % | 2.209.956 $ | +789.759 $ | +55,6 % | 1.420.197 $ | -731.750 $ | -34,0 % |
| SeaCrest Wealth Management, LLC | 756.806 $ | -1.184.278 $ | -61,0 % | 1.941.084 $ | -263.340 $ | -11,9 % | 2.204.424 $ | +1.167.402 $ | +112,6 % | 1.037.022 $ | +37.038 $ | +3,7 % |
| Zeit Capital LLC | 2.198.833 $ | +63.213 $ | +3,0 % | 2.135.620 $ | +51.615 $ | +2,5 % | 2.084.005 $ | -49.485 $ | -2,3 % | 2.133.490 $ | +8.915 $ | +0,4 % |
| Ascent Capital Management, LLC | 2.194.704 $ | +110.108 $ | +5,3 % | |||||||||
| Clientfirst Wealth Management, LLC | 2.193.196 $ | +154.277 $ | +7,6 % | 2.038.919 $ | -10.605 $ | -0,5 % | 2.049.524 $ | +53.827 $ | +2,7 % | 1.995.697 $ | +107.653 $ | +5,7 % |
| INVESTMENT PARTNERS, LTD. | 2.190.508 $ | +884.092 $ | +67,7 % | 1.306.416 $ | +717.020 $ | +121,7 % | 589.396 $ | +21.198 $ | +3,7 % | 568.198 $ | +28.490 $ | +5,3 % |
| A4 Wealth Advisors LLC | 2.190.209 $ | +395.272 $ | +22,0 % | 1.794.937 $ | +79.305 $ | +4,6 % | 1.715.632 $ | +265.241 $ | +18,3 % | 1.450.391 $ | ||
| FORTRESS PRIVATE LEDGER, LLC | 2.181.509 $ | +891.297 $ | +69,1 % | 1.290.212 $ | +767.692 $ | +146,9 % | 522.520 $ | |||||
| Canal Capital Management, LLC | 1.659.862 $ | -228.258 $ | -12,1 % | 1.888.120 $ | -287.051 $ | -13,2 % | 2.175.171 $ | +178.634 $ | +8,9 % | 1.996.537 $ | -51.359 $ | -2,5 % |
| Bristlecone Value Partners, LLC | 2.173.450 $ | +202.657 $ | +10,3 % | 1.970.793 $ | ||||||||
| Ballast Financial Advisors LLC | 2.172.388 $ | +176.325 $ | +8,8 % | 1.996.063 $ | +81.306 $ | +4,2 % | 1.914.757 $ | |||||
| Snider Financial Group | 1.486.080 $ | +157.023 $ | +11,8 % | 1.329.057 $ | -404.286 $ | -23,3 % | 1.733.343 $ | -434.327 $ | -20,0 % | 2.167.670 $ | +151.919 $ | +7,5 % |
| Ascentis Wealth Management, LLC | 2.162.141 $ | +1.000.889 $ | +86,2 % | 1.161.252 $ | +793.439 $ | +215,7 % | 367.813 $ | +108.824 $ | +42,0 % | 258.989 $ | +185.505 $ | +252,4 % |
| GATEWAY INVESTMENT ADVISERS LLC | 322.613 $ | +56.461 $ | +21,2 % | 266.152 $ | -1.514.867 $ | -85,1 % | 1.781.019 $ | -376.410 $ | -17,4 % | 2.157.429 $ | ||
| PENOBSCOT WEALTH MANAGEMENT | 2.149.951 $ | |||||||||||
| Exchange Bank | 2.142.896 $ | +612.827 $ | +40,1 % | 1.530.069 $ | +140.613 $ | +10,1 % | 1.389.456 $ | +42.396 $ | +3,1 % | 1.347.060 $ | +55.976 $ | +4,3 % |
| Eldridge Investment Advisors, Inc. | 2.134.773 $ | +636.288 $ | +42,5 % | 1.498.485 $ | +857.437 $ | +133,8 % | 641.048 $ | -628 $ | -0,1 % | 641.676 $ | -759.038 $ | -54,2 % |
| Hollow Brook Wealth Management LLC | 2.133.502 $ | +1.646.953 $ | +338,5 % | |||||||||
| DEFINED WEALTH MANAGEMENT, LLC | 1.543.883 $ | -588.219 $ | -27,6 % | 2.132.102 $ | +31.510 $ | +1,5 % | 2.100.592 $ | -21.010 $ | -1,0 % | 2.121.602 $ | +20.022 $ | +1,0 % |
| Storen Legacy Partners, LLC | 2.129.014 $ | -1.881 $ | -0,1 % | 2.130.895 $ | +5.389 $ | +0,3 % | 2.125.506 $ | |||||
| Grantvest Financial Group LLC | 2.123.576 $ | +445.035 $ | +26,5 % | 1.678.541 $ | -141.226 $ | -7,8 % | 1.819.767 $ | +123.335 $ | +7,3 % | 1.696.432 $ | +162.052 $ | +10,6 % |
| Itau Unibanco Holding S.A. | 2.123.280 $ | |||||||||||
| Evolution Wealth Advisors, LLC | 2.120.967 $ | +63.254 $ | +3,1 % | 2.057.713 $ | +129.485 $ | +6,7 % | 1.928.228 $ | +20.511 $ | +1,1 % | 1.907.717 $ | -268.757 $ | -12,3 % |
| Guidance Point Advisors, LLC | 2.118.449 $ | +336.125 $ | +18,9 % | 1.782.324 $ | -37.958 $ | -2,1 % | 1.820.282 $ | +77.149 $ | +4,4 % | 1.743.133 $ | +162.492 $ | +10,3 % |
| ARWA LLC | 1.504.209 $ | -598.750 $ | -28,5 % | 2.102.959 $ | +304.425 $ | +16,9 % | 1.798.534 $ | |||||
| Capital Asset Managemnet, LLC | 1.232.533 $ | -868.987 $ | -41,4 % | 2.101.520 $ | +60.618 $ | +3,0 % | 2.040.902 $ | |||||
| Fortitude Advisory Group L.L.C. | 2.097.727 $ | +1.103.839 $ | +111,1 % | 993.888 $ | +233.964 $ | +30,8 % | 759.924 $ | +213.095 $ | +39,0 % | 546.829 $ | +99.655 $ | +22,3 % |
| Level Wealth Management LLC | 2.096.925 $ | +219.263 $ | +11,7 % | 1.877.662 $ | +6.504 $ | +0,3 % | 1.871.158 $ | +68.496 $ | +3,8 % | 1.802.662 $ | -211.149 $ | -10,5 % |
| Quantum Portfolio Management LLC | 1.490.877 $ | -600.914 $ | -28,7 % | 2.091.791 $ | +260.089 $ | +14,2 % | 1.831.702 $ | +690.868 $ | +60,6 % | 1.140.834 $ | +491.965 $ | +75,8 % |
| Financial Partners Group, Inc | 2.082.221 $ | +192.717 $ | +10,2 % | 1.889.504 $ | +80.122 $ | +4,4 % | 1.809.382 $ | +52.575 $ | +3,0 % | 1.756.807 $ | +99.666 $ | +6,0 % |
| GK Wealth Management LLC | 2.080.125 $ | +1.267.686 $ | +156,0 % | 812.439 $ | -1.244.710 $ | -60,5 % | 2.057.149 $ | +99.329 $ | +5,1 % | 1.957.820 $ | +96.015 $ | +5,2 % |
| Aristides Capital LLC | 2.077.822 $ | +396.233 $ | +23,6 % | 1.681.589 $ | -219.031 $ | -11,5 % | 1.900.620 $ | +176.524 $ | +10,2 % | 1.724.096 $ | -257.224 $ | -13,0 % |
| MACKENZIE FINANCIAL CORP | 2.077.620 $ | +511.800 $ | +32,7 % | 1.565.820 $ | +1.263.095 $ | +417,2 % | ||||||
| Mason Investment Advisory Services, Inc. | 2.072.076 $ | +220.419 $ | +11,9 % | 1.851.657 $ | +1.802 $ | +0,1 % | 1.849.855 $ | +1.476.662 $ | +395,7 % | 373.193 $ | +8.612 $ | +2,4 % |
| Marks Group Wealth Management, Inc | 2.069.289 $ | +341.672 $ | +19,8 % | 1.727.617 $ | +42.357 $ | +2,5 % | 1.685.260 $ | -233.383 $ | -12,2 % | 1.918.643 $ | +174.956 $ | +10,0 % |
| Byrne Asset Management LLC | 1.472.148 $ | -95.439 $ | -6,1 % | 1.567.587 $ | -307.649 $ | -16,4 % | 1.875.236 $ | -193.017 $ | -9,3 % | 2.068.253 $ | +141.289 $ | +7,3 % |
| Evercore Wealth Management, LLC | 1.895.219 $ | +139.387 $ | +7,9 % | 1.755.832 $ | -42.151 $ | -2,3 % | 1.797.983 $ | -269.165 $ | -13,0 % | 2.067.148 $ | +49.136 $ | +2,4 % |
| Legacy Wealth Partners, LLC | 1.501.403 $ | +37.232 $ | +2,5 % | 1.464.171 $ | -587.055 $ | -28,6 % | 2.051.226 $ | |||||
| HT Partners LLC | 2.045.326 $ | +147.891 $ | +7,8 % | 1.897.435 $ | +11.487 $ | +0,6 % | 1.885.948 $ | -6.810 $ | -0,4 % | 1.892.758 $ | -21.351 $ | -1,1 % |
| Rareview Capital LLC | 1.271.566 $ | -771.258 $ | -37,8 % | 2.042.824 $ | +312.003 $ | +18,0 % | 1.730.821 $ | +948.660 $ | +121,3 % | 782.161 $ | ||
| Next Level Private LLC | 2.011.921 $ | +213.929 $ | +11,9 % | 1.797.992 $ | -211.389 $ | -10,5 % | 2.009.381 $ | -32.704 $ | -1,6 % | 2.042.085 $ | +195.432 $ | +10,6 % |
| BROWN, LISLE/CUMMINGS, INC. | 2.039.250 $ | +27.681 $ | +1,4 % | 2.011.569 $ | +101.724 $ | +5,3 % | 1.909.845 $ | +44.722 $ | +2,4 % | |||
| Artesa Financial Group, LLC | 2.033.147 $ | +1.094.922 $ | +116,7 % | 938.225 $ | +77.331 $ | +9,0 % | 860.894 $ | |||||
| DeLarme Wealth Management, Inc. | 2.032.379 $ | +1.928 $ | +0,1 % | 2.030.451 $ | +367.159 $ | +22,1 % | 1.663.292 $ | |||||
| PACIFIC FINANCIAL GROUP INC | 1.568.455 $ | -461.641 $ | -22,7 % | 2.030.096 $ | +143.447 $ | +7,6 % | 1.886.649 $ | +1.160.195 $ | +159,7 % | 726.454 $ | +2.010 $ | +0,3 % |
| Carr Financial Group Corp | 1.613.061 $ | -282.162 $ | -14,9 % | 1.895.223 $ | -14.810 $ | -0,8 % | 1.910.033 $ | -119.606 $ | -5,9 % | 2.029.639 $ | +25.493 $ | +1,3 % |
| Kroeger Financial Partners | 2.026.513 $ | |||||||||||
| Squarepoint Ops LLC | 200.278 $ | -806.544 $ | -80,1 % | 1.006.822 $ | -1.019.258 $ | -50,3 % | 2.026.080 $ | +107.385 $ | +5,6 % | 1.918.695 $ | -5.972.295 $ | -75,7 % |
| LongView Wealth Management | 1.310.756 $ | -103.007 $ | -7,3 % | 1.413.763 $ | -321.858 $ | -18,5 % | 1.735.621 $ | -288.249 $ | -14,2 % | 2.023.870 $ | -71.177 $ | -3,4 % |
| DENALI ADVISORS LLC | 1.759.267 $ | +135.434 $ | +8,3 % | 1.623.833 $ | -399.945 $ | -19,8 % | 2.023.778 $ | +340.065 $ | +20,2 % | 1.683.713 $ | -269.882 $ | -13,8 % |
| ROMANO BROTHERS AND COMPANY | 2.021.679 $ | +510.516 $ | +33,8 % | 1.511.163 $ | +50.929 $ | +3,5 % | 1.460.234 $ | -49.339 $ | -3,3 % | 1.509.573 $ | +126.265 $ | +9,1 % |
| Alta Wealth Advisors LLC | 2.021.667 $ | +224.754 $ | +12,5 % | 1.796.913 $ | -25.419 $ | -1,4 % | 1.822.332 $ | -4.411 $ | -0,2 % | 1.826.743 $ | +9.943 $ | +0,5 % |
| Bank of New Hampshire | 1.597.115 $ | +55.152 $ | +3,6 % | 1.541.963 $ | -265.536 $ | -14,7 % | 1.807.499 $ | -207.380 $ | -10,3 % | 2.014.879 $ | +346.284 $ | +20,8 % |
| FWG Investments, LLC. | 1.657.947 $ | +192.414 $ | +13,1 % | 1.465.533 $ | -548.745 $ | -27,2 % | 2.014.278 $ | +12.251 $ | +0,6 % | 2.002.027 $ | +230.963 $ | +13,0 % |
| CUTLER INVESTMENT COUNSEL LLC | 2.011.309 $ | +11.535 $ | +0,6 % | 1.999.774 $ | +143.551 $ | +7,7 % | 1.856.223 $ | +24.838 $ | +1,4 % | 1.831.385 $ | -15.986 $ | -0,9 % |
| Investment Management Trust, LLC | 807.229 $ | -1.203.811 $ | -59,9 % | 2.011.040 $ | ||||||||
| Ensign Peak Advisors, Inc | 2.009.200 $ | |||||||||||
| PGIM Custom Harvest LLC | 2.007.005 $ | +1.259.906 $ | +168,6 % | 747.099 $ | +171.465 $ | +29,8 % | 575.634 $ | +4.223 $ | +0,7 % | 571.411 $ | +45.067 $ | +8,6 % |
| Flaharty Asset Management, LLC | 975.534 $ | -264.998 $ | -21,4 % | 1.240.532 $ | -765.166 $ | -38,1 % | 2.005.698 $ | +653.908 $ | +48,4 % | 1.351.790 $ | ||
| WORLD EQUITY GROUP, INC. | 2.005.181 $ | +191.398 $ | +10,6 % | 1.813.783 $ | -9.508 $ | -0,5 % | 1.823.291 $ | +51.726 $ | +2,9 % | 1.771.565 $ | +81.410 $ | +4,8 % |
| AlphaStar Capital Management, LLC | 2.003.106 $ | +295.038 $ | +17,3 % | 1.708.068 $ | +15.289 $ | +0,9 % | 1.692.779 $ | +153.906 $ | +10,0 % | 1.538.873 $ | -4.057.467 $ | -72,5 % |
| FLOYD FINANCIAL GROUP LLC | 2.001.825 $ | +121.820 $ | +6,5 % | 1.880.005 $ | +18.831 $ | +1,0 % | 1.861.174 $ | |||||
| Seneschal Advisors, LLC | 2.001.616 $ | +545.046 $ | +37,4 % | 1.456.570 $ | -271.524 $ | -15,7 % | 1.728.094 $ | +390.551 $ | +29,2 % | 1.337.543 $ | +808.350 $ | +152,8 % |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 1.999.971 $ | |||||||||||
| Santori & Peters, Inc. | 1.994.866 $ | +209.945 $ | +11,8 % | 1.784.921 $ | -89.681 $ | -4,8 % | 1.874.602 $ | +18.937 $ | +1,0 % | 1.855.665 $ | +207.006 $ | +12,6 % |
| Frank, Rimerman Advisors LLC | 1.951.286 $ | -42.596 $ | -2,1 % | 1.993.882 $ | +48.814 $ | +2,5 % | 1.945.068 $ | +684.611 $ | +54,3 % | 1.260.457 $ | -281.312 $ | -18,2 % |
| Flagship Private Wealth, LLC | 1.991.110 $ | +250.259 $ | +14,4 % | 1.740.851 $ | +27.497 $ | +1,6 % | 1.713.354 $ | +16.541 $ | +1,0 % | 1.696.813 $ | +141.028 $ | +9,1 % |
| Indiana Trust & Investment Management Co | 1.981.715 $ | +275.071 $ | +16,1 % | 1.706.644 $ | +12.443 $ | +0,7 % | 1.694.201 $ | +42.228 $ | +2,6 % | 1.651.973 $ | +127.514 $ | +8,4 % |
| Johnson & White Wealth Management, LLC | 742.726 $ | -191.405 $ | -20,5 % | 934.131 $ | -183.346 $ | -16,4 % | 1.117.477 $ | -857.842 $ | -43,4 % | 1.975.319 $ | -985.681 $ | -33,3 % |
| SAGESPRING WEALTH PARTNERS, LLC | 1.968.525 $ | +532.817 $ | +37,1 % | 1.435.708 $ | +396.268 $ | +38,1 % | 1.039.440 $ | -508.527 $ | -32,9 % | 1.547.967 $ | -629.779 $ | -28,9 % |
| Resolute Wealth Strategies, LLC | 1.966.836 $ | +263.246 $ | +15,5 % | 1.703.590 $ | +68.716 $ | +4,2 % | 1.634.874 $ | +174.199 $ | +11,9 % | 1.460.675 $ | +113.937 $ | +8,5 % |
| Sunesis Advisors, LLC | 1.964.818 $ | +343.867 $ | +21,2 % | 1.620.951 $ | -49.990 $ | -3,0 % | 1.670.941 $ | +28.543 $ | +1,7 % | 1.642.398 $ | ||
| Grand Central Investment Group | 1.617.572 $ | -314.521 $ | -16,3 % | 1.932.093 $ | -26.685 $ | -1,4 % | 1.958.778 $ | |||||
| Timber Creek Capital Management LLC | 1.816.715 $ | -37.624 $ | -2,0 % | 1.854.339 $ | -44.870 $ | -2,4 % | 1.899.209 $ | -45.671 $ | -2,3 % | 1.944.880 $ | -3.581.404 $ | -64,8 % |
| Garden State Investment Advisory Services LLC | 1.936.765 $ | +53.962 $ | +2,9 % | 1.882.803 $ | -25.526 $ | -1,3 % | 1.908.329 $ | +78.238 $ | +4,3 % | 1.830.091 $ | -56.937 $ | -3,0 % |
| High Note Wealth, LLC | 1.934.274 $ | +332.990 $ | +20,8 % | 1.601.284 $ | -83.351 $ | -4,9 % | 1.684.635 $ | +34.554 $ | +2,1 % | 1.650.081 $ | +99.613 $ | +6,4 % |
| ZWJ INVESTMENT COUNSEL INC | 1.928.025 $ | +2.887 $ | +0,1 % | 1.925.138 $ | +369.578 $ | +23,8 % | 1.555.560 $ | +111.890 $ | +7,8 % | 1.443.670 $ | +273.925 $ | +23,4 % |
| A. D. Beadell Investment Counsel, Inc. | 1.925.000 $ | +102.000 $ | +5,6 % | 1.823.000 $ | -12.000 $ | -0,7 % | 1.835.000 $ | -3.000 $ | -0,2 % | 1.838.000 $ | -17.000 $ | -0,9 % |
| Carrera Capital Advisors | 1.922.387 $ | +1.511.118 $ | +367,4 % | 411.269 $ | -202.225 $ | -33,0 % | 613.494 $ | |||||
| J. Team Financial, Inc. | 1.543.982 $ | -50.675 $ | -3,2 % | 1.594.657 $ | -280.677 $ | -15,0 % | 1.875.334 $ | -44.234 $ | -2,3 % | 1.919.568 $ | ||
| Cumberland Partners Ltd | 1.390.928 $ | -511.552 $ | -26,9 % | 1.902.480 $ | -11.040 $ | -0,6 % | 1.913.520 $ | -4.800 $ | -0,3 % | 1.918.320 $ | -53.280 $ | -2,7 % |
| Tyche Wealth Partners LLC | 1.916.559 $ | +234.156 $ | +13,9 % | 1.682.403 $ | +25.474 $ | +1,5 % | 1.656.929 $ | +618.790 $ | +59,6 % | 1.038.139 $ | +422.214 $ | +68,5 % |
| EAGLE WEALTH STRATEGIES LLC | 1.913.349 $ | +399.330 $ | +26,4 % | 1.514.019 $ | +812.677 $ | +115,9 % | 701.342 $ | +30.848 $ | +4,6 % | 670.494 $ | +66.914 $ | +11,1 % |
| SevenBridge Financial Group, LLC | 1.537.511 $ | -83.503 $ | -5,2 % | 1.621.014 $ | -73.255 $ | -4,3 % | 1.694.269 $ | -216.720 $ | -11,3 % | 1.910.989 $ | -851.645 $ | -30,8 % |
| BARRETT & COMPANY, INC. | 1.909.544 $ | +145.077 $ | +8,2 % | 1.764.467 $ | -36.918 $ | -2,0 % | 1.801.385 $ | -3.750 $ | -0,2 % | 1.805.135 $ | +67.539 $ | +3,9 % |
| Key FInancial Inc | 1.218.826 $ | -689.389 $ | -36,1 % | 1.908.215 $ | +368.650 $ | +23,9 % | 1.539.565 $ | -116.846 $ | -7,1 % | 1.656.411 $ | +478.353 $ | +40,6 % |
| WASHINGTON CAPITAL MANAGEMENT, INC | 1.907.530 $ | +3.985 $ | +0,2 % | 1.903.545 $ | -17.968 $ | -0,9 % | ||||||
| Capital Advisors, Ltd. LLC | 1.904.000 $ | +183.000 $ | +10,6 % | 1.721.000 $ | +359.000 $ | +26,4 % | 1.362.000 $ | +285.000 $ | +26,5 % | 1.077.000 $ | +195.000 $ | +22,1 % |
| FLAGSTAR SECURITIES, INC | 1.897.147 $ | +745.135 $ | +64,7 % | 1.152.012 $ | -27.541 $ | -2,3 % | 1.179.553 $ | +13.675 $ | +1,2 % | 1.165.878 $ | -449.674 $ | -27,8 % |
| Jacobs Equity LLC | 1.895.831 $ | +1.024.473 $ | +117,6 % | 871.358 $ | +122.471 $ | +16,4 % | 748.887 $ | |||||
| Presper Financial Architects, LLC | 1.888.433 $ | +311.810 $ | +19,8 % | 1.576.623 $ | +53.135 $ | +3,5 % | 1.523.488 $ | +6.800 $ | +0,4 % | 1.516.688 $ | +126.688 $ | +9,1 % |
| BECKER CAPITAL MANAGEMENT INC | 1.462.495 $ | +175.811 $ | +13,7 % | 1.286.684 $ | -274.145 $ | -17,6 % | 1.560.829 $ | -324.155 $ | -17,2 % | 1.884.984 $ | +127.564 $ | +7,3 % |
| LCNB CORP | 1.884.432 $ | +178.881 $ | +10,5 % | 1.705.551 $ | -42.744 $ | -2,4 % | 1.748.295 $ | +61.489 $ | +3,6 % | 1.686.806 $ | -867.912 $ | -34,0 % |
| Transmarket Holdings LP | 1.761.714 $ | -119.573 $ | -6,4 % | 1.881.287 $ | ||||||||
| Founders Financial Alliance, LLC | 1.876.595 $ | +864.298 $ | +85,4 % | 1.012.297 $ | +756.107 $ | +295,1 % | 256.190 $ | |||||
| Gainplan LLC | 1.874.807 $ | +659.510 $ | +54,3 % | 1.215.297 $ | +88.039 $ | +7,8 % | 1.127.258 $ | +61.816 $ | +5,8 % | 1.065.442 $ | +59.534 $ | +5,9 % |
| Rede Wealth, LLC | 1.104.658 $ | -552.583 $ | -33,3 % | 1.657.241 $ | +252.280 $ | +18,0 % | 1.404.961 $ | -469.253 $ | -25,0 % | 1.874.214 $ | +80.932 $ | +4,5 % |
| Eagle Bay Advisors LLC | 1.644.155 $ | -218.242 $ | -11,7 % | 1.862.397 $ | +230.231 $ | +14,1 % | 1.632.166 $ | -242.048 $ | -12,9 % | 1.874.214 $ | -134.384 $ | -6,7 % |
| Caldwell Trust Co | 1.757.569 $ | -91.952 $ | -5,0 % | 1.849.521 $ | -24.407 $ | -1,3 % | 1.873.928 $ | +677.956 $ | +56,7 % | 1.195.972 $ | +56.279 $ | +4,9 % |
| GAMMA Investing LLC | 1.867.279 $ | +524.048 $ | +39,0 % | 1.343.231 $ | +407.226 $ | +43,5 % | 936.005 $ | +24.230 $ | +2,7 % | 911.775 $ | -250.524 $ | -21,6 % |
| Tenon Financial LLC | 1.336.192 $ | -12.913 $ | -1,0 % | 1.349.105 $ | -8.609 $ | -0,6 % | 1.357.714 $ | -508.038 $ | -27,2 % | 1.865.752 $ | +698.605 $ | +59,9 % |
| Keebeck Wealth Management | 1.863.388 $ | +172.019 $ | +10,2 % | 1.691.369 $ | +677.730 $ | +66,9 % | 1.013.639 $ | +14.712 $ | +1,5 % | 998.927 $ | -751.054 $ | -42,9 % |
| Wellington Grp LLC | 1.669.501 $ | +0 $ | +0,0 % | 1.669.501 $ | -193.326 $ | -10,4 % | 1.862.827 $ | |||||
| DiNuzzo Private Wealth, Inc. | 1.861.952 $ | +641.281 $ | +52,5 % | 1.220.671 $ | +74.113 $ | +6,5 % | 1.146.558 $ | +358.627 $ | +45,5 % | 787.931 $ | +28.091 $ | +3,7 % |
| FWG Holdings, LLC | 864.020 $ | -457.507 $ | -34,6 % | 1.321.527 $ | -538.874 $ | -29,0 % | 1.860.401 $ | +1.336.822 $ | +255,3 % | 523.579 $ | -15.453 $ | -2,9 % |
| Shelter Mutual Insurance Co | 1.831.841 $ | -3.915 $ | -0,2 % | 1.835.756 $ | -16.327 $ | -0,9 % | 1.852.083 $ | -6.283 $ | -0,3 % | 1.858.366 $ | +18.049 $ | +1,0 % |
| Perennial Investment Advisors, LLC | 1.851.122 $ | +874.652 $ | +89,6 % | 976.470 $ | -426.599 $ | -30,4 % | 1.403.069 $ | -62.284 $ | -4,3 % | |||
| Tranquility Partners, LLC | 1.846.838 $ | +219.743 $ | +13,5 % | 1.627.095 $ | +185.641 $ | +12,9 % | 1.441.454 $ | +9.092 $ | +0,6 % | 1.432.362 $ | +295.661 $ | +26,0 % |
| Anfield Capital Management, LLC | 1.846.290 $ | +1.652.709 $ | +853,8 % | 193.581 $ | -6.120 $ | -3,1 % | 199.701 $ | +2.640 $ | +1,3 % | |||
| MARQUETTE ASSOCIATES, INC. | 1.844.644 $ | +1.628.830 $ | +754,7 % | 215.814 $ | -1.122 $ | -0,5 % | 216.936 $ | -205.541 $ | -48,7 % | 422.477 $ | -3.252.659 $ | -88,5 % |
| Investment Insight Wealth Management, LLC | 1.842.499 $ | +657.514 $ | +55,5 % | 1.184.985 $ | -106.934 $ | -8,3 % | 1.291.919 $ | |||||
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 1.840.401 $ | +432.019 $ | +30,7 % | 1.408.382 $ | +323.465 $ | +29,8 % | 1.084.917 $ | |||||
| Atlatl Advisers LLC | 436.516 $ | -30.590 $ | -6,5 % | 467.106 $ | -1.370.803 $ | -74,6 % | 1.837.909 $ | +96.303 $ | +5,5 % | 1.741.606 $ | +155.017 $ | +9,8 % |
| Expressive Wealth LLC | 1.837.149 $ | +1.148 $ | +0,1 % | 1.836.001 $ | +215.228 $ | +13,3 % | 1.620.773 $ | |||||
| Powell Investment Advisors, LLC | 1.837.073 $ | +31.596 $ | +1,8 % | 1.805.477 $ | -14.909 $ | -0,8 % | 1.820.386 $ | -3.101 $ | -0,2 % | 1.823.487 $ | +26.064 $ | +1,5 % |
| DAVIDSON INVESTMENT ADVISORS | 1.343.946 $ | +125.914 $ | +10,3 % | 1.218.032 $ | -616.265 $ | -33,6 % | 1.834.297 $ | +507.559 $ | +38,3 % | 1.326.738 $ | +132.871 $ | +11,1 % |
| SHEPHERD KAPLAN KROCHUK, LLC | 1.828.483 $ | +301.911 $ | +19,8 % | 1.526.572 $ | +51.448 $ | +3,5 % | 1.475.124 $ | +82.776 $ | +5,9 % | 1.392.348 $ | +265.167 $ | +23,5 % |
| Archer Investment Management, LLC | 1.567.656 $ | +36.913 $ | +2,4 % | 1.530.743 $ | -109.661 $ | -6,7 % | 1.640.404 $ | -186.189 $ | -10,2 % | 1.826.593 $ | -108.739 $ | -5,6 % |
| S.A. Mason LLC | 1.763.195 $ | +362.904 $ | +25,9 % | 1.400.291 $ | -91.090 $ | -6,1 % | 1.491.381 $ | -334.768 $ | -18,3 % | 1.826.149 $ | -119.409 $ | -6,1 % |
| WealthCare Investment Partners, LLC | 1.700.410 $ | +119.827 $ | +7,6 % | 1.580.583 $ | -245.334 $ | -13,4 % | 1.825.917 $ | +243.466 $ | +15,4 % | 1.582.451 $ | -157.831 $ | -9,1 % |
| Synergy Investment Management, LLC | 1.825.692 $ | +872.330 $ | +91,5 % | 953.362 $ | +618.515 $ | +184,7 % | 334.847 $ | -74.326 $ | -18,2 % | 409.173 $ | -131.423 $ | -24,3 % |
| AMG Asset Management Group, Inc. | 1.822.719 $ | |||||||||||
| Washington Trust Advisors, Inc. | 1.815.701 $ | +124.429 $ | +7,4 % | 1.691.272 $ | -4.284 $ | -0,3 % | 1.695.556 $ | +77.763 $ | +4,8 % | 1.617.793 $ | -135.351 $ | -7,7 % |
| Calamos Wealth Management LLC | 1.814.835 $ | +738.446 $ | +68,6 % | 1.076.389 $ | -476.380 $ | -30,7 % | 1.552.769 $ | +513.995 $ | +49,5 % | 1.038.774 $ | +72.630 $ | +7,5 % |
| Randall & Associates Wealth Management | 1.813.560 $ | +65.518 $ | +3,7 % | 1.748.042 $ | +129.243 $ | +8,0 % | 1.618.799 $ | +50.288 $ | +3,2 % | 1.568.511 $ | +186.050 $ | +13,5 % |
| Johnson Financial Group, LLC | 1.809.288 $ | +336.940 $ | +22,9 % | 1.472.348 $ | +193.333 $ | +15,1 % | 1.279.015 $ | +846.837 $ | +195,9 % | 432.178 $ | +3.073 $ | +0,7 % |
| Bauman Advisory Group, LLC | 1.799.333 $ | +310.018 $ | +20,8 % | 1.489.315 $ | +342.780 $ | +29,9 % | 1.146.535 $ | |||||
| Stonegate Investment Group, LLC | 1.795.153 $ | +277.648 $ | +18,3 % | |||||||||
| FCG Investment Co | 1.788.830 $ | +694.163 $ | +63,4 % | 1.094.667 $ | ||||||||
| DAVIS R M INC | 1.648.068 $ | -22.659 $ | -1,4 % | 1.670.727 $ | -19.225 $ | -1,1 % | 1.689.952 $ | -97.490 $ | -5,5 % | 1.787.442 $ | +14.801 $ | +0,8 % |
| Aberdeen Group plc | 1.785.408 $ | +5.393 $ | +0,3 % | 1.780.015 $ | +600.700 $ | +50,9 % | 1.179.315 $ | +182.981 $ | +18,4 % | 996.334 $ | +726.007 $ | +268,6 % |
| Envision Financial Planning, LLC | 1.785.352 $ | +210.728 $ | +13,4 % | 1.574.624 $ | +296.108 $ | +23,2 % | 1.278.516 $ | +110.712 $ | +9,5 % | 1.167.804 $ | -13.114 $ | -1,1 % |
| Chicago Capital, LLC | 1.735.844 $ | +122.739 $ | +7,6 % | 1.613.105 $ | +32.952 $ | +2,1 % | 1.580.153 $ | -204.326 $ | -11,5 % | 1.784.479 $ | +45.895 $ | +2,6 % |
| Allianz Asset Management GmbH | 1.782.439 $ | -5.513.337 $ | -75,6 % | |||||||||
| Arsenal Capital Advisors LLC | 1.780.122 $ | +277.828 $ | +18,5 % | 1.502.294 $ | -89.239 $ | -5,6 % | 1.591.533 $ | |||||
| Apeiron RIA LLC | 1.776.232 $ | +147.619 $ | +9,1 % | 1.628.613 $ | -29.630 $ | -1,8 % | 1.658.243 $ | +96.881 $ | +6,2 % | 1.561.362 $ | +87.693 $ | +6,0 % |
| Myriad Asset Management US LP | 1.774.000 $ | +1.123.935 $ | +172,9 % | 650.065 $ | ||||||||
| Calamos Advisors LLC | 792.794 $ | -978.199 $ | -55,2 % | 1.770.993 $ | +748.600 $ | +73,2 % | 1.022.393 $ | +13.680 $ | +1,4 % | 1.008.713 $ | -57.619.207 $ | -98,3 % |
| Westmount Partners, LLC | 1.281.486 $ | -486.066 $ | -27,5 % | 1.767.552 $ | +719.615 $ | +68,7 % | 1.047.937 $ | -606 $ | -0,1 % | 1.048.543 $ | -429.116 $ | -29,0 % |
| waypoint wealth counsel | 1.766.796 $ | +371.018 $ | +26,6 % | 1.395.778 $ | -75.494 $ | -5,1 % | 1.471.272 $ | -72.914 $ | -4,7 % | 1.544.186 $ | +135.393 $ | +9,6 % |
| ES4, LLC | 1.766.642 $ | +256.846 $ | +17,0 % | 1.509.796 $ | +58.317 $ | +4,0 % | 1.451.479 $ | |||||
| Engineers Gate Manager LP | 1.762.751 $ | +205.733 $ | +13,2 % | 1.557.018 $ | -1.861.115 $ | -54,4 % | ||||||
| RASP WEALTH SOLUTIONS, LLC | 1.756.485 $ | |||||||||||
| HBW ADVISORY SERVICES LLC | 1.754.232 $ | +574.854 $ | +48,7 % | 1.179.378 $ | -139.049 $ | -10,5 % | 1.318.427 $ | -140.455 $ | -9,6 % | 1.458.882 $ | -148.923 $ | -9,3 % |
| MILESTONE ASSET MANAGEMENT, LLC | 838.358 $ | -38.847 $ | -4,4 % | 877.205 $ | -876.940 $ | -50,0 % | 1.754.145 $ | +137.389 $ | +8,5 % | |||
| Verity Asset Management, Inc. | 1.749.347 $ | +250.138 $ | +16,7 % | 1.499.209 $ | ||||||||
| Lokken Investment Group LLC | 1.749.190 $ | +232.210 $ | +15,3 % | |||||||||
| Core Wealth Partners LLC | 1.746.667 $ | +819.365 $ | +88,4 % | 927.302 $ | +191.113 $ | +26,0 % | 736.189 $ | -104.370 $ | -12,4 % | 840.559 $ | +4.611 $ | +0,6 % |
| Golden State Wealth Management, LLC | 1.371.280 $ | +118.818 $ | +9,5 % | 1.252.462 $ | -447.425 $ | -26,3 % | 1.699.887 $ | -45.513 $ | -2,6 % | 1.745.400 $ | +47.798 $ | +2,8 % |
| Sage Capital Management, LLC | 1.618.554 $ | -41.433 $ | -2,5 % | 1.659.987 $ | -82.554 $ | -4,7 % | 1.742.541 $ | +3.076 $ | +0,2 % | 1.739.465 $ | +31.643 $ | +1,9 % |
| LifePlan Investment Advisors, Inc. | 1.488.224 $ | +22.639 $ | +1,5 % | 1.465.585 $ | -218.551 $ | -13,0 % | 1.684.136 $ | -56.429 $ | -3,2 % | 1.740.565 $ | +469.178 $ | +36,9 % |
| Peregrine Asset Advisers, Inc. | 1.738.922 $ | +48.029 $ | +2,8 % | 1.690.893 $ | +410.997 $ | +32,1 % | 1.279.896 $ | -14.676 $ | -1,1 % | 1.294.572 $ | +225.808 $ | +21,1 % |
| Wealth Architects, LLC | 1.733.934 $ | +139.315 $ | +8,7 % | 1.594.619 $ | +53.671 $ | +3,5 % | 1.540.948 $ | +42.117 $ | +2,8 % | 1.498.831 $ | +132.745 $ | +9,7 % |
| WealthBridge Capital Management, LLC | 1.731.535 $ | +329.236 $ | +23,5 % | 1.402.299 $ | -175.273 $ | -11,1 % | 1.577.572 $ | +26.807 $ | +1,7 % | 1.550.765 $ | +110.471 $ | +7,7 % |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 1.613.746 $ | +15.157 $ | +0,9 % | 1.598.589 $ | -7.348 $ | -0,5 % | 1.605.937 $ | -121.762 $ | -7,0 % | 1.727.699 $ | +5.032 $ | +0,3 % |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.723.399 $ | +206.469 $ | +13,6 % | 1.516.930 $ | +733.312 $ | +93,6 % | 783.618 $ | +757.433 $ | +2.892,6 % | 26.185 $ | -569.210 $ | -95,6 % |
| Inscription Capital, LLC | 1.722.153 $ | +42.324 $ | +2,5 % | 1.679.829 $ | +304.700 $ | +22,2 % | 1.375.129 $ | +1.048.265 $ | +320,7 % | 326.864 $ | +4.210 $ | +1,3 % |
| Clare Market Investments LLC | 1.720.753 $ | +172.903 $ | +11,2 % | 1.547.850 $ | -29.116 $ | -1,8 % | 1.576.966 $ | +237.414 $ | +17,7 % | |||
| Legacy Bridge, LLC | 1.716.483 $ | +347.162 $ | +25,4 % | 1.369.321 $ | +101.823 $ | +8,0 % | 1.267.498 $ | +57.892 $ | +4,8 % | 1.209.606 $ | +96.214 $ | +8,6 % |
| Quest 10 Wealth Builders, Inc. | 1.520.140 $ | +156.569 $ | +11,5 % | 1.363.571 $ | -350.797 $ | -20,5 % | 1.714.368 $ | +11.437 $ | +0,7 % | 1.702.931 $ | +150.776 $ | +9,7 % |
| OneAscent Family Office, LLC | 996.625 $ | -46.970 $ | -4,5 % | 1.043.595 $ | -56.983 $ | -5,2 % | 1.100.578 $ | -603.517 $ | -35,4 % | 1.704.095 $ | -461.905 $ | -21,3 % |
| DAYMARK WEALTH PARTNERS, LLC | 1.703.475 $ | +258.987 $ | +17,9 % | 1.444.488 $ | -91.233 $ | -5,9 % | 1.535.721 $ | -6.337 $ | -0,4 % | 1.542.058 $ | +524.258 $ | +51,5 % |
| NI ACQUISITIONS COMPANY, LLC | 1.701.340 $ | |||||||||||
| KELLEHER FINANCIAL ADVISORS | 1.699.993 $ | |||||||||||
| HARMONY ASSET MANAGEMENT LLC | 1.633.204 $ | -47.602 $ | -2,8 % | 1.680.806 $ | -11.747 $ | -0,7 % | 1.692.553 $ | +206.629 $ | +13,9 % | 1.485.924 $ | +300.028 $ | +25,3 % |
| Bakala Capital LLC | 1.691.918 $ | +34.976 $ | +2,1 % | 1.656.942 $ | +2.187 $ | +0,1 % | 1.654.755 $ | +30.493 $ | +1,9 % | 1.624.262 $ | +76.019 $ | +4,9 % |
| Fiera Capital Corp | 1.666.601 $ | -9.182 $ | -0,5 % | 1.675.783 $ | -11.138 $ | -0,7 % | 1.686.921 $ | -707 $ | -0,0 % | 1.687.628 $ | +101.973 $ | +6,4 % |
| Investor's Fiduciary Advisor Network, LLC | 1.680.000 $ | +488.000 $ | +40,9 % | 1.192.000 $ | -8.000 $ | -0,7 % | 1.200.000 $ | +226.000 $ | +23,2 % | 974.000 $ | +299.000 $ | +44,3 % |
| RED REEF ADVISORS LLC | 1.679.504 $ | +43.229 $ | +2,6 % | 1.636.275 $ | +51.531 $ | +3,3 % | 1.584.744 $ | |||||
| Donalies Financial Planning, LLC | 1.675.279 $ | +278.322 $ | +19,9 % | 1.396.957 $ | +151.896 $ | +12,2 % | 1.245.061 $ | |||||
| Stash Investments, LLC | 1.674.411 $ | |||||||||||
| ELEVATION WEALTH PARTNERS, LLC | 1.645.712 $ | +198.689 $ | +13,7 % | 1.447.023 $ | -139.003 $ | -8,8 % | 1.586.026 $ | -85.857 $ | -5,1 % | 1.671.883 $ | +190.431 $ | +12,9 % |
| Cunning Capital Partners, LP | 1.643.000 $ | -3.000 $ | -0,2 % | 1.646.000 $ | -18.000 $ | -1,1 % | 1.664.000 $ | -7.000 $ | -0,4 % | 1.671.000 $ | +22.000 $ | +1,3 % |
| Wharton Business Group, LLC | 1.670.798 $ | +131.511 $ | +8,5 % | 1.539.287 $ | +174.233 $ | +12,8 % | 1.365.054 $ | +16.213 $ | +1,2 % | 1.348.841 $ | +136.841 $ | +11,3 % |
| ARKANSAS FINANCIAL GROUP, INC. | 1.656.621 $ | +14.628 $ | +0,9 % | 1.641.993 $ | +285.809 $ | +21,1 % | 1.356.184 $ | +298.248 $ | +28,2 % | 1.057.936 $ | +482.245 $ | +83,8 % |
| Midwest Financial Group LLC | 1.650.389 $ | +122.425 $ | +8,0 % | 1.527.964 $ | +44.718 $ | +3,0 % | 1.483.246 $ | +1.080.559 $ | +268,3 % | 402.687 $ | -202.547 $ | -33,5 % |
| Innovative Wealth Building LLC | 1.650.319 $ | +147.727 $ | +9,8 % | 1.502.592 $ | +78.641 $ | +5,5 % | 1.423.951 $ | -159.272 $ | -10,1 % | 1.583.223 $ | +137.345 $ | +9,5 % |
| EWA, LLC | 676.592 $ | -293.497 $ | -30,3 % | 970.089 $ | -678.536 $ | -41,2 % | 1.648.625 $ | +1.228.319 $ | +292,2 % | 420.306 $ | +33.960 $ | +8,8 % |
| Summit Wealth Group, LLC | 1.613.054 $ | -8.995 $ | -0,6 % | 1.622.049 $ | -535 $ | -0,0 % | 1.622.584 $ | -23.751 $ | -1,4 % | 1.646.335 $ | +101.335 $ | +6,6 % |
| Retirement Management Systems Inc. | 1.637.121 $ | |||||||||||
| Argentarii, LLC | 1.573.752 $ | -61.563 $ | -3,8 % | 1.635.315 $ | +323.226 $ | +24,6 % | 1.312.089 $ | +855.567 $ | +187,4 % | 456.522 $ | +25.255 $ | +5,9 % |
| RS CRUM INC. | 1.626.341 $ | -8.682 $ | -0,5 % | 1.635.023 $ | +412.558 $ | +33,7 % | 1.222.465 $ | +94.016 $ | +8,3 % | 1.128.449 $ | +1.342 $ | +0,1 % |
| Penobscot Investment Management Company, Inc. | 1.443.122 $ | -30.059 $ | -2,0 % | 1.473.181 $ | -126.538 $ | -7,9 % | 1.599.719 $ | -28.428 $ | -1,7 % | 1.628.147 $ | +84.636 $ | +5,5 % |
| Heritage Wealth Management, Inc. | 1.503.529 $ | +375.918 $ | +33,3 % | 1.127.611 $ | -499.645 $ | -30,7 % | 1.627.256 $ | +599.535 $ | +58,3 % | 1.027.721 $ | +404.457 $ | +64,9 % |
| E&G Advisors, LLC | 1.596.322 $ | -14.443 $ | -0,9 % | 1.610.765 $ | -9.466 $ | -0,6 % | 1.620.231 $ | -2.801 $ | -0,2 % | 1.623.032 $ | +16.906 $ | +1,1 % |
| AMERIFLEX GROUP, INC. | 833.844 $ | -782.371 $ | -48,4 % | 1.616.215 $ | -824.294 $ | -33,8 % | ||||||
| Global View Capital Management LLC | 1.616.110 $ | +24.787 $ | +1,6 % | 1.591.323 $ | +205.138 $ | +14,8 % | ||||||
| UNIVEST FINANCIAL Corp | 1.612.832 $ | +87.653 $ | +5,7 % | 1.525.179 $ | +457.117 $ | +42,8 % | 1.068.062 $ | -358.371 $ | -25,1 % | 1.426.433 $ | +255.791 $ | +21,9 % |
| MPWM ADVISORY SOLUTIONS, LLC | 1.610.969 $ | +212.634 $ | +15,2 % | 1.398.335 $ | +30.867 $ | +2,3 % | 1.367.468 $ | -30.010 $ | -2,1 % | 1.397.478 $ | +219.711 $ | +18,7 % |
| Cape Investment Advisory, Inc. | 1.429.099 $ | +565.873 $ | +65,6 % | 863.226 $ | -747.223 $ | -46,4 % | 1.610.449 $ | +979.193 $ | +155,1 % | 631.256 $ | -673.980 $ | -51,6 % |
| Strive Asset Management, LLC | 1.608.327 $ | -421.626 $ | -20,8 % | |||||||||
| CURIO WEALTH, LLC | 1.340.731 $ | -265.029 $ | -16,5 % | 1.605.760 $ | +211.557 $ | +15,2 % | 1.394.203 $ | -24.013 $ | -1,7 % | 1.418.216 $ | +13.377 $ | +1,0 % |
| Physician Wealth Solutions Inc. | 1.604.712 $ | +20.321 $ | +1,3 % | 1.584.391 $ | +303.351 $ | +23,7 % | 1.281.040 $ | -20.100 $ | -1,5 % | 1.301.140 $ | +6.450 $ | +0,5 % |
| HOGE FINANCIAL SERVICES, LLC | 1.604.388 $ | +341.216 $ | +27,0 % | 1.263.172 $ | -37.505 $ | -2,9 % | 1.300.677 $ | +41.456 $ | +3,3 % | 1.259.221 $ | +1.047.198 $ | +493,9 % |
| Capital Square, LLC | 1.603.317 $ | +188.757 $ | +13,3 % | 1.414.560 $ | -71.749 $ | -4,8 % | 1.486.309 $ | +464.210 $ | +45,4 % | 1.022.099 $ | -21.477 $ | -2,1 % |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1.600.941 $ | +719.553 $ | +81,6 % | 881.388 $ | -7.844.398 $ | -89,9 % | ||||||
| Clearview Wealth Management LLC | 1.588.740 $ | -4.508 $ | -0,3 % | 1.593.248 $ | ||||||||
| PACK Private Wealth, LLC | 1.591.691 $ | +218.665 $ | +15,9 % | 1.373.026 $ | +35.480 $ | +2,7 % | 1.337.546 $ | +13.408 $ | +1,0 % | 1.324.138 $ | +82.444 $ | +6,6 % |
| CULLINAN ASSOCIATES INC | 1.590.877 $ | +364.758 $ | +29,7 % | 1.226.119 $ | +390.469 $ | +46,7 % | 835.650 $ | +350.648 $ | +72,3 % | 485.002 $ | -266.261 $ | -35,4 % |
| Meridian Wealth Partners, LLC | 938.979 $ | -35.600 $ | -3,7 % | 974.579 $ | -2.932 $ | -0,3 % | 977.511 $ | -608.749 $ | -38,4 % | 1.586.260 $ | +437.060 $ | +38,0 % |
| Trajan Wealth LLC | 1.585.552 $ | +298.612 $ | +23,2 % | 1.286.940 $ | +108.284 $ | +9,2 % | 1.178.656 $ | -63.382 $ | -5,1 % | 1.242.038 $ | +41.282 $ | +3,4 % |
| CHILTON CAPITAL MANAGEMENT LLC | 1.557.732 $ | -25.229 $ | -1,6 % | 1.582.961 $ | +39.761 $ | +2,6 % | 1.543.200 $ | +220.588 $ | +16,7 % | 1.322.612 $ | -232.522 $ | -15,0 % |
| DUNCKER STREETT & CO INC | 1.581.185 $ | +1.952 $ | +0,1 % | 1.579.233 $ | +200.288 $ | +14,5 % | 1.378.945 $ | -60.113 $ | -4,2 % | 1.439.058 $ | +10.053 $ | +0,7 % |
| Pillar Financial Advisors, LLC | 1.196.188 $ | -11.492 $ | -1,0 % | 1.207.680 $ | -48.100 $ | -3,8 % | 1.255.780 $ | -311.452 $ | -19,9 % | 1.567.232 $ | -19.562 $ | -1,2 % |
| Thompson David Blair | 1.223.285 $ | -300.691 $ | -19,7 % | 1.523.976 $ | -42.164 $ | -2,7 % | 1.566.140 $ | |||||
| Idaho Trust Co | 1.215.461 $ | -284.516 $ | -19,0 % | 1.499.977 $ | +107.250 $ | +7,7 % | 1.392.727 $ | -172.928 $ | -11,0 % | 1.565.655 $ | -1.145.533 $ | -42,3 % |
| Barton Investment Management | 1.509.359 $ | -8.818 $ | -0,6 % | 1.518.177 $ | -43.395 $ | -2,8 % | 1.561.572 $ | -3.191 $ | -0,2 % | 1.564.763 $ | -45.163 $ | -2,8 % |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 1.191.531 $ | +356.660 $ | +42,7 % | 834.871 $ | -86.943 $ | -9,4 % | 921.814 $ | -642.258 $ | -41,1 % | 1.564.072 $ | -607.870 $ | -28,0 % |
| LOWERY THOMAS, LLC | 1.564.016 $ | +317.281 $ | +25,4 % | 1.246.735 $ | -772 $ | -0,1 % | 1.247.507 $ | +38.301 $ | +3,2 % | 1.209.206 $ | +136.616 $ | +12,7 % |
| NESTEGG ADVISORS, INC. | 1.563.669 $ | +142.074 $ | +10,0 % | 1.421.595 $ | -24.931 $ | -1,7 % | 1.446.526 $ | +23.058 $ | +1,6 % | 1.423.468 $ | +300.040 $ | +26,7 % |
| Northstar Group, Inc. | 1.561.735 $ | +192.073 $ | +14,0 % | 1.369.662 $ | +32.942 $ | +2,5 % | 1.336.720 $ | +8.809 $ | +0,7 % | 1.327.911 $ | +55.633 $ | +4,4 % |
| Affiance Financial, LLC | 1.561.050 $ | +213.278 $ | +15,8 % | 1.347.772 $ | +32.314 $ | +2,5 % | 1.315.458 $ | +14.835 $ | +1,1 % | 1.300.623 $ | +108.229 $ | +9,1 % |
| Blueprint Financial Advisors LLC | 503.049 $ | -173.232 $ | -25,6 % | 676.281 $ | -878.805 $ | -56,5 % | 1.555.086 $ | +83.202 $ | +5,7 % | |||
| GPS Wealth Strategies Group, LLC | 637.542 $ | -909.660 $ | -58,8 % | 1.547.202 $ | +259.584 $ | +20,2 % | ||||||
| Sage Investment Counsel LLC | 1.543.249 $ | +295.335 $ | +23,7 % | 1.247.914 $ | +87.644 $ | +7,6 % | 1.160.270 $ | -18.754 $ | -1,6 % | 1.179.024 $ | +364.395 $ | +44,7 % |
| Lifetime Wealth Management P.C. | 1.538.325 $ | +51.614 $ | +3,5 % | 1.486.711 $ | +31.004 $ | +2,1 % | 1.455.707 $ | |||||
| Geometric Wealth Advisors | 1.537.802 $ | +16.931 $ | +1,1 % | 1.520.871 $ | +287.109 $ | +23,3 % | 1.233.762 $ | +128.343 $ | +11,6 % | 1.105.419 $ | +196.672 $ | +21,6 % |
| Frontier Asset Management, LLC | 1.452.088 $ | -84.277 $ | -5,5 % | 1.536.365 $ | +266.552 $ | +21,0 % | 1.269.813 $ | -26.661 $ | -2,1 % | 1.296.474 $ | +135.714 $ | +11,7 % |
| Brooklyn Investment Group | 1.530.986 $ | +620.243 $ | +68,1 % | 910.743 $ | +668.086 $ | +275,3 % | 242.657 $ | -981.935 $ | -80,2 % | |||
| Sanchez Gaunt Capital Management, LLC | 1.529.926 $ | |||||||||||
| Crescent Sterling, Ltd. | 1.529.784 $ | +411.839 $ | +36,8 % | 1.117.945 $ | +593.641 $ | +113,2 % | 524.304 $ | |||||
| Objectivity Squared, LLC | 1.522.306 $ | +380.433 $ | +33,3 % | 1.141.873 $ | +77.480 $ | +7,3 % | 1.064.393 $ | +261.828 $ | +32,6 % | 802.565 $ | +15.564 $ | +2,0 % |
| Bison Wealth, LLC | 1.518.595 $ | +41.168 $ | +2,8 % | 1.477.427 $ | +215.083 $ | +17,0 % | 1.262.344 $ | +149.750 $ | +13,5 % | 1.112.594 $ | -1.491.715 $ | -57,3 % |
| PRECEDENT WEALTH PARTNERS, LLC | 1.517.740 $ | +321.251 $ | +26,8 % | 1.196.489 $ | +20.440 $ | +1,7 % | 1.176.049 $ | -277.581 $ | -19,1 % | 1.453.630 $ | +85.809 $ | +6,3 % |
| Odyssey Capital Advisors, Inc. | 1.409.398 $ | -44.193 $ | -3,0 % | 1.453.591 $ | -64.112 $ | -4,2 % | 1.517.703 $ | |||||
| Wrenne Financial Planning LLC | 1.517.255 $ | +298.512 $ | +24,5 % | 1.218.743 $ | +84.841 $ | +7,5 % | 1.133.902 $ | |||||
| Farringdon Capital, Ltd. | 1.427.892 $ | -85.718 $ | -5,7 % | 1.513.610 $ | +52.576 $ | +3,6 % | 1.461.034 $ | +816.884 $ | +126,8 % | 644.150 $ | ||
| Raab & Moskowitz Asset Management LLC | 1.311.967 $ | -201.275 $ | -13,3 % | 1.513.242 $ | +171.328 $ | +12,8 % | 1.341.914 $ | -34.517 $ | -2,5 % | 1.376.431 $ | +27.933 $ | +2,1 % |
| COOPERMAN LEON G | 1.476.151 $ | -14.266 $ | -1,0 % | 1.490.417 $ | -9.511 $ | -0,6 % | 1.499.928 $ | -2.503 $ | -0,2 % | 1.502.431 $ | +5.506 $ | +0,4 % |
| Financial Guidance Group, Inc. | 1.501.820 $ | +414.675 $ | +38,1 % | 1.087.145 $ | -69.206 $ | -6,0 % | 1.156.351 $ | +20.365 $ | +1,8 % | 1.135.986 $ | +88.446 $ | +8,4 % |
| Stockman Wealth Management, Inc. | 1.488.295 $ | -8.636 $ | -0,6 % | 1.496.931 $ | -3.755 $ | -0,3 % | 1.500.686 $ | -25.317 $ | -1,7 % | |||
| Portfolio Resources Advisor Group, Inc. | 721.675 $ | -778.640 $ | -51,9 % | 1.500.315 $ | +2.998 $ | +0,2 % | 1.497.317 $ | |||||
| SITTNER & NELSON, LLC | 1.499.937 $ | +181.769 $ | +13,8 % | 1.318.168 $ | -82.269 $ | -5,9 % | 1.400.437 $ | +128.367 $ | +10,1 % | 1.272.070 $ | +62.108 $ | +5,1 % |
| NCM Capital Management, LLC | 1.496.866 $ | +261.970 $ | +21,2 % | 1.234.896 $ | +8.013 $ | +0,7 % | 1.226.883 $ | +20.958 $ | +1,7 % | 1.205.925 $ | +130.677 $ | +12,2 % |
| BancFirst Trust & Investment Management | 555.763 $ | -940.996 $ | -62,9 % | 1.496.759 $ | +71.183 $ | +5,0 % | 1.425.576 $ | +910.725 $ | +176,9 % | 514.851 $ | +33.278 $ | +6,9 % |
| GRIES FINANCIAL LLC | 1.495.280 $ | +118.428 $ | +8,6 % | |||||||||
| Jasper Ridge Partners, L.P. | 1.216.147 $ | -277.969 $ | -18,6 % | 1.494.116 $ | ||||||||
| MATRIX ASSET ADVISORS INC/NY | 1.493.974 $ | +824.865 $ | +123,3 % | 669.109 $ | ||||||||
| Acorn Wealth Advisors, LLC | 1.489.796 $ | +776.150 $ | +108,8 % | 713.646 $ | -2.004 $ | -0,3 % | 715.650 $ | +6.022 $ | +0,8 % | 709.628 $ | +12.328 $ | +1,8 % |
| CHATHAM CAPITAL GROUP, INC. | 1.267.483 $ | -28.423 $ | -2,2 % | 1.295.906 $ | -48.900 $ | -3,6 % | 1.344.806 $ | -143.251 $ | -9,6 % | 1.488.057 $ | -399.432 $ | -21,2 % |
| Versant Capital Management, Inc | 727.221 $ | -376.607 $ | -34,1 % | 1.103.828 $ | -75.327 $ | -6,4 % | 1.179.155 $ | -304.844 $ | -20,5 % | 1.483.999 $ | -254.514 $ | -14,6 % |
| Financial Strategies Group, Inc. | 1.480.884 $ | +34.494 $ | +2,4 % | 1.446.390 $ | +70.762 $ | +5,1 % | 1.375.628 $ | +74.712 $ | +5,7 % | 1.300.916 $ | +44.540 $ | +3,5 % |
| NORTH DALLAS BANK & TRUST CO | 1.477.850 $ | +150.942 $ | +11,4 % | 1.326.908 $ | -28.499 $ | -2,1 % | 1.355.407 $ | +436.205 $ | +47,5 % | |||
| Crestwood Advisors Group, LLC | 1.474.750 $ | +176.246 $ | +13,6 % | 1.298.504 $ | +270.905 $ | +26,4 % | 1.027.599 $ | +59.862 $ | +6,2 % | 967.737 $ | +55.262 $ | +6,1 % |
| HERITAGE OAK WEALTH ADVISORS LLC | 1.468.914 $ | |||||||||||
| Laraway Financial Advisors Inc | 1.344.526 $ | -19.602 $ | -1,4 % | 1.364.128 $ | -32.060 $ | -2,3 % | 1.396.188 $ | -68.984 $ | -4,7 % | 1.465.172 $ | +3.780 $ | +0,3 % |
| Boreal Capital Management LLC | 1.258.310 $ | +144.746 $ | +13,0 % | 1.113.564 $ | +128.124 $ | +13,0 % | 985.440 $ | -477.807 $ | -32,7 % | 1.463.247 $ | -201.665 $ | -12,1 % |
| MWA Asset Management | 1.461.605 $ | +229.379 $ | +18,6 % | 1.232.226 $ | -93.048 $ | -7,0 % | 1.325.274 $ | -23.437 $ | -1,7 % | 1.348.711 $ | +105.903 $ | +8,5 % |
| Seven Post Investment Office LP | 1.421.496 $ | +71.710 $ | +5,3 % | 1.349.786 $ | -110.327 $ | -7,6 % | 1.460.113 $ | +760.793 $ | +108,8 % | 699.320 $ | +32.552 $ | +4,9 % |
| SWEENEY & MICHEL, LLC | 1.458.908 $ | +21.198 $ | +1,5 % | 1.437.710 $ | -14.184 $ | -1,0 % | 1.451.894 $ | +416.528 $ | +40,2 % | |||
| Vanguard Personalized Indexing Management, LLC | 1.130.678 $ | +307.673 $ | +37,4 % | 823.005 $ | +12.648 $ | +1,6 % | 810.357 $ | -648.094 $ | -44,4 % | 1.458.451 $ | -1.397.939 $ | -48,9 % |
| Harbor Asset Planning, Inc. | 1.457.262 $ | +193.285 $ | +15,3 % | 1.263.977 $ | -112.815 $ | -8,2 % | 1.376.792 $ | +126.226 $ | +10,1 % | 1.250.566 $ | +65.033 $ | +5,5 % |
| TRUST CO OF TOLEDO NA /OH/ | 1.457.065 $ | +1.136.345 $ | +354,3 % | 320.720 $ | +140.456 $ | +77,9 % | 180.264 $ | -10.156 $ | -5,3 % | 190.420 $ | -53.658 $ | -22,0 % |
| BRIDGES INVESTMENT MANAGEMENT INC | 870.112 $ | +99.932 $ | +13,0 % | 770.180 $ | -218.778 $ | -22,1 % | 988.958 $ | -467.976 $ | -32,1 % | 1.456.934 $ | +384.057 $ | +35,8 % |
| Atlas Brown,Inc. | 1.450.116 $ | +19.575 $ | +1,4 % | 1.430.541 $ | -21.407 $ | -1,5 % | 1.451.948 $ | -980 $ | -0,1 % | 1.452.928 $ | +20.136 $ | +1,4 % |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.451.234 $ | +6.573 $ | +0,5 % | 1.444.661 $ | +1.205 $ | +0,1 % | 1.443.456 $ | |||||
| Icon Wealth Advisors, LLC | 1.415.680 $ | +317.437 $ | +28,9 % | 1.098.243 $ | -349.939 $ | -24,2 % | 1.448.182 $ | +62.150 $ | +4,5 % | |||
| Elevation Advisory Partners LLC | 1.447.465 $ | |||||||||||
| Ariadne Wealth Management, LP | 1.438.504 $ | +59.546 $ | +4,3 % | 1.378.958 $ | -67.660 $ | -4,7 % | 1.446.618 $ | +250.735 $ | +21,0 % | 1.195.883 $ | +274.723 $ | +29,8 % |
| Flavin Financial Services, Inc. | 1.445.746 $ | +129.612 $ | +9,8 % | 1.316.134 $ | -44.600 $ | -3,3 % | 1.360.734 $ | +227.282 $ | +20,1 % | 1.133.452 $ | +561.575 $ | +98,2 % |
| Cyndeo Wealth Partners, LLC | 1.444.674 $ | +838.924 $ | +138,5 % | 605.750 $ | +75.051 $ | +14,1 % | 530.699 $ | +16.166 $ | +3,1 % | 514.533 $ | +23.467 $ | +4,8 % |
| FFT WEALTH MANAGEMENT LLC | 1.437.919 $ | +1.070.361 $ | +291,2 % | 367.558 $ | -242.078 $ | -39,7 % | 609.636 $ | -83.690 $ | -12,1 % | |||
| Ellenbecker Investment Group | 1.437.727 $ | +549.475 $ | +61,9 % | 888.252 $ | +141.184 $ | +18,9 % | 747.068 $ | -473.265 $ | -38,8 % | 1.220.333 $ | +92.617 $ | +8,2 % |
| Prairiewood Capital, LLC | 1.430.544 $ | +159.681 $ | +12,6 % | 1.270.863 $ | +784.344 $ | +161,2 % | 486.519 $ | -179.545 $ | -27,0 % | 666.064 $ | -34.535 $ | -4,9 % |
| BALYASNY ASSET MANAGEMENT L.P. | 1.424.957 $ | +483.359 $ | +51,3 % | 941.598 $ | -128.216.300 $ | -99,3 % | ||||||
| Benin Management CORP | 947.701 $ | -470.119 $ | -33,2 % | 1.417.820 $ | ||||||||
| MATTERS CAPITAL LLC | 1.408.265 $ | +246.781 $ | +21,2 % | 1.161.484 $ | +10.646 $ | +0,9 % | 1.150.838 $ | |||||
| W ADVISORS, LLC | 1.398.214 $ | +229.857 $ | +19,7 % | 1.168.357 $ | -8.636 $ | -0,7 % | 1.176.993 $ | +38.082 $ | +3,3 % | 1.138.911 $ | +312.526 $ | +37,8 % |
| Great Waters Wealth Management | 1.373.324 $ | +11.172 $ | +0,8 % | 1.362.152 $ | +19.227 $ | +1,4 % | 1.342.925 $ | -54.120 $ | -3,9 % | 1.397.045 $ | +8.343 $ | +0,6 % |
| rebel Financial LLC | 1.396.895 $ | +120.125 $ | +9,4 % | 1.276.770 $ | +816.069 $ | +177,1 % | 460.701 $ | |||||
| Ridgeline Wealth Planning, LLC | 1.394.787 $ | +465.227 $ | +50,0 % | 929.560 $ | -67.487 $ | -6,8 % | 997.047 $ | +73.536 $ | +8,0 % | 923.511 $ | +41.220 $ | +4,7 % |
| Clarendon Private LLC | 1.258.468 $ | -136.225 $ | -9,8 % | 1.394.693 $ | +880.239 $ | +171,1 % | 514.454 $ | +12.949 $ | +2,6 % | 501.505 $ | +35.759 $ | +7,7 % |
| WealthCollab, LLC | 1.394.542 $ | +55.307 $ | +4,1 % | 1.339.235 $ | -31.887 $ | -2,3 % | 1.371.122 $ | +22.161 $ | +1,6 % | 1.348.961 $ | +25.312 $ | +1,9 % |
| Dunhill Financial, LLC | 1.287.597 $ | +235.845 $ | +22,4 % | 1.051.752 $ | +39.187 $ | +3,9 % | 1.012.565 $ | -379.649 $ | -27,3 % | 1.392.214 $ | -980.798 $ | -41,3 % |
| Western Reserve Capital Management, LLC | 1.385.462 $ | +452.272 $ | +48,5 % | 933.190 $ | -48.279 $ | -4,9 % | 981.469 $ | |||||
| GILPIN WEALTH MANAGEMENT, LLC | 1.384.824 $ | +46.233 $ | +3,5 % | 1.338.591 $ | -24.849 $ | -1,8 % | 1.363.440 $ | |||||
| Occidental Asset Management, LLC | 719.885 $ | -660.749 $ | -47,9 % | 1.380.634 $ | +142.370 $ | +11,5 % | 1.238.264 $ | +4.093 $ | +0,3 % | 1.234.171 $ | +41.433 $ | +3,5 % |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 969.717 $ | -215.048 $ | -18,2 % | 1.184.765 $ | -37.352 $ | -3,1 % | 1.222.117 $ | -157.031 $ | -11,4 % | 1.379.148 $ | +1.058.652 $ | +330,3 % |
| Hudson Value Partners, LLC | 1.365.693 $ | +50.356 $ | +3,8 % | 1.315.337 $ | ||||||||
| Lion Street Advisors, LLC | 1.364.657 $ | -1.286.598 $ | -48,5 % | |||||||||
| Retirement Investment Advisors, Inc. | 1.254.886 $ | -23.505 $ | -1,8 % | 1.278.391 $ | +0 $ | +0,0 % | 1.278.391 $ | -85.614 $ | -6,3 % | 1.364.005 $ | +7.337 $ | +0,5 % |
| Obermeyer Wealth Partners | 1.348.572 $ | +267 $ | +0,0 % | 1.348.305 $ | -10.433 $ | -0,8 % | 1.358.738 $ | -5.192 $ | -0,4 % | 1.363.930 $ | -9.224.755 $ | -87,1 % |
| Inlight Wealth Management, LLC | 1.358.279 $ | +102.557 $ | +8,2 % | 1.255.722 $ | +139.303 $ | +12,5 % | 1.116.419 $ | +326.309 $ | +41,3 % | 790.110 $ | +170.562 $ | +27,5 % |
| Nabity-Jensen Investment Management Inc | 1.353.134 $ | +13.127 $ | +1,0 % | 1.340.007 $ | +11.751 $ | +0,9 % | 1.328.256 $ | +45.172 $ | +3,5 % | 1.283.084 $ | -26.078 $ | -2,0 % |
| Whipplewood Advisors, LLC | 1.184.382 $ | +48.747 $ | +4,3 % | 1.135.635 $ | -216.659 $ | -16,0 % | 1.352.294 $ | +1.620 $ | +0,1 % | 1.350.674 $ | +77.130 $ | +6,1 % |
| NIXON PEABODY TRUST CO | 697.615 $ | -57.658 $ | -7,6 % | 755.273 $ | -204.506 $ | -21,3 % | 959.779 $ | -382.432 $ | -28,5 % | 1.342.211 $ | -252.742 $ | -15,8 % |
| Pacific Point Advisors, LLC | 1.341.115 $ | +165.342 $ | +14,1 % | 1.175.773 $ | -70.824 $ | -5,7 % | 1.246.597 $ | +282.009 $ | +29,2 % | 964.588 $ | +57.678 $ | +6,4 % |
| FAS Wealth Partners, Inc. | 1.340.462 $ | +375.511 $ | +38,9 % | 964.951 $ | +90.047 $ | +10,3 % | 874.904 $ | +77.716 $ | +9,7 % | 797.188 $ | +17.703 $ | +2,3 % |
| Marathon Strategic Advisors, LLC | 1.305.717 $ | -3.161 $ | -0,2 % | 1.308.878 $ | +2.107 $ | +0,2 % | 1.306.771 $ | -32.927 $ | -2,5 % | 1.339.698 $ | +14.204 $ | +1,1 % |
| Financial Planning Navigators CORP | 1.339.223 $ | +116.042 $ | +9,5 % | 1.223.181 $ | +294.899 $ | +31,8 % | 928.282 $ | |||||
| Vista Cima Wealth Management LLC | 1.193.717 $ | +68.758 $ | +6,1 % | 1.124.959 $ | -211.598 $ | -15,8 % | 1.336.557 $ | -1.909 $ | -0,1 % | 1.338.466 $ | +81.713 $ | +6,5 % |
| BEAM WEALTH ADVISORS, INC. | 1.332.138 $ | |||||||||||
| Taylor Hoffman Capital Management LLC | 1.329.282 $ | +195.395 $ | +17,2 % | 1.133.887 $ | -56.149 $ | -4,7 % | 1.190.036 $ | -35.572 $ | -2,9 % | 1.225.608 $ | +67.159 $ | +5,8 % |
| Kelman-Lazarov, Inc. | 1.130.622 $ | -45.085 $ | -3,8 % | 1.175.707 $ | -153.563 $ | -11,6 % | 1.329.270 $ | +15.206 $ | +1,2 % | 1.314.064 $ | -73.062 $ | -5,3 % |
| GHP Investment Advisors, Inc. | 1.324.449 $ | +42.718 $ | +3,3 % | 1.281.731 $ | +996.747 $ | +349,8 % | 284.984 $ | +86.624 $ | +43,7 % | 198.360 $ | +11.949 $ | +6,4 % |
| FIDUCIARY FINANCIAL GROUP, LLC | 897.794 $ | +13.852 $ | +1,6 % | 883.942 $ | -244.007 $ | -21,6 % | 1.127.949 $ | -189.115 $ | -14,4 % | 1.317.064 $ | -12.357 $ | -0,9 % |
| Laird Norton Wetherby Trust Company, LLC | 1.202.877 $ | -110.222 $ | -8,4 % | 1.313.099 $ | +1.107.896 $ | +539,9 % | 205.203 $ | -561.229 $ | -73,2 % | |||
| Traynor Capital Management, Inc. | 1.312.452 $ | +999.398 $ | +319,2 % | 313.054 $ | -418.265 $ | -57,2 % | 731.319 $ | -48.989 $ | -6,3 % | 780.308 $ | -47.487 $ | -5,7 % |
| Maltin Wealth Management, Inc. | 1.238.268 $ | +30.563 $ | +2,5 % | 1.207.705 $ | -99.897 $ | -7,6 % | 1.307.602 $ | +88.376 $ | +7,2 % | 1.219.226 $ | +49.127 $ | +4,2 % |
| 10Elms LLP | 1.303.620 $ | +1.111.229 $ | +577,6 % | 192.391 $ | +123.204 $ | +178,1 % | 69.187 $ | -15 $ | -0,0 % | 69.202 $ | +4.454 $ | +6,9 % |
| Creegan & Nassoura Financial Group, LLC | 1.301.233 $ | |||||||||||
| Emerald Advisors, LLC | 1.301.139 $ | +189.732 $ | +17,1 % | 1.111.407 $ | -80.638 $ | -6,8 % | 1.192.045 $ | -38.137 $ | -3,1 % | 1.230.182 $ | +118.190 $ | +10,6 % |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 1.300.907 $ | |||||||||||
| Blossom Wealth Management | 1.034.620 $ | -44.700 $ | -4,1 % | 1.079.320 $ | +35.333 $ | +3,4 % | 1.043.987 $ | -255.989 $ | -19,7 % | 1.299.976 $ | +70.547 $ | +5,7 % |
| Advanced Asset Management Advisors Inc | 1.232.859 $ | -587 $ | -0,0 % | 1.233.446 $ | +8.917 $ | +0,7 % | 1.224.529 $ | -74.216 $ | -5,7 % | 1.298.745 $ | -222.717 $ | -14,6 % |
| WEALTH EFFECTS LLC | 1.297.597 $ | +21.979 $ | +1,7 % | 1.275.618 $ | -1.885 $ | -0,1 % | 1.277.503 $ | +10.071 $ | +0,8 % | 1.267.432 $ | +9.607 $ | +0,8 % |
| KTF INVESTMENTS, LLC | 1.073.731 $ | -136.921 $ | -11,3 % | 1.210.652 $ | -85.240 $ | -6,6 % | 1.295.892 $ | |||||
| Aviance Capital Partners, LLC | 1.292.669 $ | +1.044.145 $ | +420,1 % | 248.524 $ | ||||||||
| NOESIS CAPITAL MANGEMENT CORP | 1.292.233 $ | +128.354 $ | +11,0 % | 1.163.879 $ | +135.345 $ | +13,2 % | 1.028.534 $ | +78.007 $ | +8,2 % | 950.527 $ | +513 $ | +0,1 % |
| Ponta Wealth Partners, LLC | 1.289.796 $ | +248.981 $ | +23,9 % | 1.040.815 $ | +133.047 $ | +14,7 % | 907.768 $ | |||||
| Broussard Financial Group LLC | 1.289.712 $ | +385.913 $ | +42,7 % | 903.799 $ | +74.296 $ | +9,0 % | 829.503 $ | |||||
| Quantbot Technologies LP | 1.287.983 $ | +528.019 $ | +69,5 % | 759.964 $ | -8.911.823 $ | -92,1 % | ||||||
| Mraz, Amerine & Associates, Inc. | 1.212.970 $ | -37.298 $ | -3,0 % | 1.250.268 $ | -1.139 $ | -0,1 % | 1.251.407 $ | -34.864 $ | -2,7 % | 1.286.271 $ | -76.720 $ | -5,6 % |
| Kendall Capital Management | 1.279.775 $ | +939.950 $ | +276,6 % | 339.825 $ | -62.475 $ | -15,5 % | 402.300 $ | +16.244 $ | +4,2 % | 386.056 $ | -26.286 $ | -6,4 % |
| YHB Investment Advisors, Inc. | 1.215.741 $ | -8.421 $ | -0,7 % | 1.224.162 $ | +2.095 $ | +0,2 % | 1.222.067 $ | -56.866 $ | -4,4 % | 1.278.933 $ | -23.719 $ | -1,8 % |
| KITCHING PARTNERS, LLC | 1.277.971 $ | +104.661 $ | +8,9 % | 1.173.310 $ | +274.240 $ | +30,5 % | 899.070 $ | +178.332 $ | +24,7 % | 720.738 $ | +119.292 $ | +19,8 % |
| Merited Wealth, LLC | 237.730 $ | -315.354 $ | -57,0 % | 553.084 $ | -724.842 $ | -56,7 % | 1.277.926 $ | |||||
| Summa Corp. | 1.277.535 $ | +1.430 $ | +0,1 % | 1.276.105 $ | +10.314 $ | +0,8 % | 1.265.791 $ | +102.785 $ | +8,8 % | 1.163.006 $ | -102.591 $ | -8,1 % |
| Asempa Wealth Advisors | 1.272.956 $ | +195.464 $ | +18,1 % | 1.077.492 $ | +22.964 $ | +2,2 % | 1.054.528 $ | |||||
| CDKV HOLDINGS LLC | 1.271.698 $ | +113.834 $ | +9,8 % | 1.157.864 $ | -77.401 $ | -6,3 % | 1.235.265 $ | |||||
| UNIQUE WEALTH, LLC | 1.270.353 $ | +365.396 $ | +40,4 % | 904.957 $ | +668.762 $ | +283,1 % | 236.195 $ | +2.425 $ | +1,0 % | 233.770 $ | -5.815 $ | -2,4 % |
| VISIONARY HORIZONS, LLC | 1.270.250 $ | +229.253 $ | +22,0 % | 1.040.997 $ | +600.300 $ | +136,2 % | ||||||
| Loudon Investment Management, LLC | 1.269.143 $ | +121.789 $ | +10,6 % | 1.147.354 $ | +135.421 $ | +13,4 % | 1.011.933 $ | +27.435 $ | +2,8 % | 984.498 $ | +23.104 $ | +2,4 % |
| FIRST FINANCIAL CORP /IN/ | 1.267.862 $ | +195.370 $ | +18,2 % | 1.072.492 $ | -159.510 $ | -12,9 % | 1.232.002 $ | +29.413 $ | +2,4 % | 1.202.589 $ | +72.700 $ | +6,4 % |
| Carroll Advisory Group, LLC | 1.266.094 $ | +230.882 $ | +22,3 % | 1.035.212 $ | +832.476 $ | +410,6 % | 202.736 $ | |||||
| Financial Management Professionals, Inc. | 1.264.698 $ | +1.180.842 $ | +1.408,2 % | 83.856 $ | -2.027 $ | -2,4 % | 85.883 $ | -44.646 $ | -34,2 % | 130.529 $ | -67.056 $ | -33,9 % |
| Vestwell Advisors, LLC | 138 $ | -6 $ | -4,2 % | 144 $ | -362.205 $ | -100,0 % | 362.349 $ | -898.172 $ | -71,3 % | 1.260.521 $ | +31.120 $ | +2,5 % |
| COLLECTIVE FAMILY OFFICE LLC | 1.260.028 $ | +854.339 $ | +210,6 % | 405.689 $ | +2.633 $ | +0,7 % | 403.056 $ | +6.885 $ | +1,7 % | 396.171 $ | +42.930 $ | +12,2 % |
| Tassel Capital Management, Inc. | 1.259.969 $ | |||||||||||
| LIBERTY WEALTH MANAGEMENT LLC | 721.429 $ | +0 $ | +0,0 % | 721.429 $ | -98.306 $ | -12,0 % | 819.735 $ | -437.156 $ | -34,8 % | 1.256.891 $ | +649.302 $ | +106,9 % |
| Portland Financial Advisors Inc | 1.251.260 $ | +439.703 $ | +54,2 % | 811.557 $ | +571.238 $ | +237,7 % | 240.319 $ | -401 $ | -0,2 % | 240.720 $ | +30.787 $ | +14,7 % |
| BASSO CAPITAL MANAGEMENT, L.P. | 1.250.749 $ | +789.454 $ | +171,1 % | 461.295 $ | +80.901 $ | +21,3 % | 380.394 $ | +177.656 $ | +87,6 % | 202.738 $ | -26.034 $ | -11,4 % |
| KIECKHEFER GROUP LLC | 1.250.036 $ | +220.670 $ | +21,4 % | 1.029.366 $ | +31.803 $ | +3,2 % | 997.563 $ | -159.704 $ | -13,8 % | 1.157.267 $ | +87.769 $ | +8,2 % |
| Westwind Capital | 1.003.000 $ | -238.000 $ | -19,2 % | 1.241.000 $ | +475.000 $ | +62,0 % | 766.000 $ | -381.000 $ | -33,2 % | |||
| Arcus Capital Partners, LLC | 987.395 $ | -3.204 $ | -0,3 % | 990.599 $ | -248.959 $ | -20,1 % | 1.239.558 $ | +1.474 $ | +0,1 % | |||
| Tandem Financial, LLC | 1.238.321 $ | +615.006 $ | +98,7 % | 623.315 $ | -24.442 $ | -3,8 % | 647.757 $ | |||||
| Brown Financial Advisory | 357.825 $ | -231.769 $ | -39,3 % | 589.594 $ | -643.250 $ | -52,2 % | 1.232.844 $ | +20.816 $ | +1,7 % | 1.212.028 $ | +76.409 $ | +6,7 % |
| ELEVATUS WELATH MANAGEMENT | 1.228.843 $ | +338.491 $ | +38,0 % | 890.352 $ | -189.037 $ | -17,5 % | 1.079.389 $ | +41.357 $ | +4,0 % | 1.038.032 $ | +406.029 $ | +64,2 % |
| Faithward Advisors, LLC | 1.228.755 $ | +63.462 $ | +5,4 % | 1.165.293 $ | +121.135 $ | +11,6 % | 1.044.158 $ | +156.019 $ | +17,6 % | 888.139 $ | ||
| Schwallier Wealth Management LLC | 1.178.438 $ | -50.274 $ | -4,1 % | 1.228.712 $ | +986.067 $ | +406,4 % | ||||||
| Peak Retirement Planning, Inc. | 1.228.007 $ | +48.499 $ | +4,1 % | 1.179.508 $ | +170.101 $ | +16,9 % | 1.009.407 $ | +170.654 $ | +20,3 % | 838.753 $ | +311.773 $ | +59,2 % |
| Mission Creek Capital Partners, Inc. | 813.899 $ | -185.120 $ | -18,5 % | 999.019 $ | -228.469 $ | -18,6 % | 1.227.488 $ | -40.531 $ | -3,2 % | |||
| MITCHELL SINKLER & STARR/PA | 1.224.689 $ | +148.293 $ | +13,8 % | 1.076.396 $ | +63.087 $ | +6,2 % | 1.013.309 $ | +7.612 $ | +0,8 % | 1.005.697 $ | -183.407 $ | -15,4 % |
| Hyundai Investments Co., Ltd. | 1.223.692 $ | +657.472 $ | +116,1 % | 566.220 $ | -203.850 $ | -26,5 % | 770.070 $ | |||||
| Robinhood Asset Management, LLC | 987.919 $ | +315.984 $ | +47,0 % | 671.935 $ | -551.569 $ | -45,1 % | 1.223.504 $ | |||||
| TrustWell Financial Advisors, LLC | 1.223.269 $ | +671 $ | +0,1 % | 1.222.598 $ | +25.439 $ | +2,1 % | 1.197.159 $ | |||||
| CENTRAL BANK & TRUST CO | 314.478 $ | -238.360 $ | -43,1 % | 552.838 $ | -670.064 $ | -54,8 % | 1.222.902 $ | +969.548 $ | +382,7 % | 253.354 $ | +27.454 $ | +12,2 % |
| Blake Schutter Theil Wealth Advisors, LLC | 1.222.405 $ | +156.714 $ | +14,7 % | 1.065.691 $ | -21.880 $ | -2,0 % | 1.087.571 $ | +114.170 $ | +11,7 % | 973.401 $ | +460.799 $ | +89,9 % |
| Sandy Cove Advisors, LLC | 1.221.953 $ | +338.997 $ | +38,4 % | 882.956 $ | +144.053 $ | +19,5 % | 738.903 $ | +183.539 $ | +33,0 % | 555.364 $ | +117.559 $ | +26,9 % |
| CapWealth Advisors, LLC | 1.216.549 $ | +173.981 $ | +16,7 % | 1.042.568 $ | -63.262 $ | -5,7 % | 1.105.830 $ | +24.808 $ | +2,3 % | 1.081.022 $ | +83.974 $ | +8,4 % |
| Layline Advisors, LLC | 1.215.978 $ | |||||||||||
| KANE INVESTMENT MANAGEMENT, INC. | 310.599 $ | -252.471 $ | -44,8 % | 563.070 $ | -651.926 $ | -53,7 % | 1.214.996 $ | +692.409 $ | +132,5 % | 522.587 $ | ||
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1.214.200 $ | +212.500 $ | +21,2 % | 1.001.700 $ | +6.500 $ | +0,7 % | 995.200 $ | +17.000 $ | +1,7 % | 978.200 $ | +106.000 $ | +12,2 % |
| Promus Capital, LLC | 1.209.470 $ | +1.052.254 $ | +669,3 % | |||||||||
| Note Advisors, LLC | 1.208.885 $ | +77.220 $ | +6,8 % | 1.131.665 $ | -26.262 $ | -2,3 % | 1.157.927 $ | +39.625 $ | +3,5 % | 1.118.302 $ | +49.940 $ | +4,7 % |
| Cedar Wealth Management, LLC | 1.203.849 $ | +147.544 $ | +14,0 % | 1.056.305 $ | -149.618 $ | -12,4 % | 1.205.923 $ | +745.038 $ | +161,7 % | 460.885 $ | +3.578 $ | +0,8 % |
| Pandowealth. LLC | 1.205.834 $ | +1.005.137 $ | +500,8 % | 200.697 $ | -1.132 $ | -0,6 % | 201.829 $ | |||||
| StoryOne LLC | 1.205.322 $ | +164.829 $ | +15,8 % | 1.040.493 $ | -76.669 $ | -6,9 % | 1.117.162 $ | |||||
| Congress Park Capital LLC | 698.400 $ | -399.225 $ | -36,4 % | 1.097.625 $ | -106.340 $ | -8,8 % | 1.203.965 $ | |||||
| MTM Investment Management, LLC | 1.202.611 $ | +170.868 $ | +16,6 % | 1.031.743 $ | -113.023 $ | -9,9 % | 1.144.766 $ | +9.937 $ | +0,9 % | 1.134.829 $ | +131.654 $ | +13,1 % |
| Proficio Capital Partners LLC | 1.200.042 $ | +330.565 $ | +38,0 % | 869.477 $ | -37.569 $ | -4,1 % | 907.046 $ | +143.877 $ | +18,9 % | 763.169 $ | -2.088.747 $ | -73,2 % |
| Banco BTG Pactual S.A. | 1.191.955 $ | +930.076 $ | +355,2 % | 261.879 $ | ||||||||
| BETO FINANCIAL GROUP, LLC | 1.190.291 $ | +373.370 $ | +45,7 % | 816.921 $ | ||||||||
| FIRST TRUST ADVISORS LP | 1.038.632 $ | +73.036 $ | +7,6 % | 965.596 $ | -221.663 $ | -18,7 % | 1.187.259 $ | +26.836 $ | +2,3 % | 1.160.423 $ | -2.062.682 $ | -64,0 % |
| Kagan Cocozza Asset Management | 1.182.887 $ | +391.383 $ | +49,4 % | 791.504 $ | ||||||||
| Evernest Financial Advisors, LLC | 1.015.279 $ | +50.718 $ | +5,3 % | 964.561 $ | -217.800 $ | -18,4 % | 1.182.361 $ | +48.081 $ | +4,2 % | 1.134.280 $ | +909.098 $ | +403,7 % |
| RMR Wealth Builders | 634.697 $ | +121.492 $ | +23,7 % | 513.205 $ | -448.179 $ | -46,6 % | 961.384 $ | -220.145 $ | -18,6 % | 1.181.529 $ | +260.418 $ | +28,3 % |
| THRYVE WEALTH MANAGEMENT LLC | 658.945 $ | -320.062 $ | -32,7 % | 979.007 $ | -200.724 $ | -17,0 % | 1.179.731 $ | |||||
| EXCALIBUR MANAGEMENT CORP | 1.177.617 $ | |||||||||||
| Hummer Financial Advisory Services Inc | 1.164.000 $ | -6.800 $ | -0,6 % | 1.170.800 $ | -3.800 $ | -0,3 % | 1.174.600 $ | -2.400 $ | -0,2 % | 1.177.000 $ | +1.400 $ | +0,1 % |
| Diligent Investors, LLC | 1.170.800 $ | -3.800 $ | -0,3 % | 1.174.600 $ | -4.703.400 $ | -80,0 % | ||||||
| Alvarez & Marsal Private Wealth Partners, LLC | 1.162.944 $ | -2.656 $ | -0,2 % | 1.165.600 $ | -7.533 $ | -0,6 % | 1.173.133 $ | |||||
| FSA Advisors, Inc. | 1.172.844 $ | +349.571 $ | +42,5 % | 823.273 $ | -296.262 $ | -26,5 % | 1.119.535 $ | -36.126 $ | -3,1 % | |||
| Insight Advisors, LLC/ PA | 1.096.861 $ | -75.000 $ | -6,4 % | 1.171.861 $ | +104.739 $ | +9,8 % | ||||||
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.168.143 $ | +94.446 $ | +8,8 % | 1.073.697 $ | +60.600 $ | +6,0 % | 1.013.097 $ | +205.487 $ | +25,4 % | 807.610 $ | +36.757 $ | +4,8 % |
| Strategic Wealth Partners, Ltd. | 1.166.807 $ | +396.508 $ | +51,5 % | 770.299 $ | -127.104 $ | -14,2 % | 897.403 $ | +3.430 $ | +0,4 % | 893.973 $ | -114.407 $ | -11,3 % |
| Warner Group LLC | 1.165.808 $ | +574.295 $ | +97,1 % | 591.513 $ | +66.849 $ | +12,7 % | 524.664 $ | +261.047 $ | +99,0 % | 263.617 $ | ||
| Front Row Advisors LLC | 1.164.412 $ | +160.557 $ | +16,0 % | 1.003.855 $ | -44.171 $ | -4,2 % | 1.048.026 $ | -14.987 $ | -1,4 % | 1.063.013 $ | +53.126 $ | +5,3 % |
| MKT Advisors LLC | 1.064.142 $ | -99.355 $ | -8,5 % | 1.163.497 $ | +27.061 $ | +2,4 % | 1.136.436 $ | +538.270 $ | +90,0 % | |||
| WULFF, HANSEN & CO. | 927.970 $ | -144.554 $ | -13,5 % | 1.072.524 $ | -39.311 $ | -3,5 % | 1.111.835 $ | -50.107 $ | -4,3 % | 1.161.942 $ | -46.458 $ | -3,8 % |
| Asset Dedication, LLC | 939.356 $ | -221.390 $ | -19,1 % | 1.160.746 $ | +406.232 $ | +53,8 % | 754.514 $ | -23.045 $ | -3,0 % | 777.559 $ | -217.641 $ | -21,9 % |
| Daner Wealth Management, LLC | 1.160.474 $ | +357.176 $ | +44,5 % | 803.298 $ | +1.812 $ | +0,2 % | 801.486 $ | -137.472 $ | -14,6 % | 938.958 $ | +19.818 $ | +2,2 % |
| Morangie Management LLC | 1.158.764 $ | +167.317 $ | +16,9 % | 991.447 $ | +43.222 $ | +4,6 % | 948.225 $ | +24.072 $ | +2,6 % | 924.153 $ | +99.488 $ | +12,1 % |
| BCM ADVISORS, LLC | 1.156.708 $ | +435.311 $ | +60,3 % | 721.397 $ | +494.798 $ | +218,4 % | 226.599 $ | -733 $ | -0,3 % | 227.332 $ | ||
| Tribridge Partners Financial LLC | 1.043.468 $ | -109.943 $ | -9,5 % | 1.153.411 $ | +38.757 $ | +3,5 % | 1.114.654 $ | +197.257 $ | +21,5 % | 917.397 $ | -283.603 $ | -23,6 % |
| Allie Family Office LLC | 1.152.998 $ | +238.535 $ | +26,1 % | 914.463 $ | +478.544 $ | +109,8 % | 435.919 $ | -18.275 $ | -4,0 % | 454.194 $ | -209.453 $ | -31,6 % |
| JIM SAULNIER & ASSOCIATES, LLC | 1.150.494 $ | +917.680 $ | +394,2 % | |||||||||
| Cannell & Spears LLC | 1.139.232 $ | |||||||||||
| MCGUIRE CAPITAL ADVISORS INC | 1.138.631 $ | +159.366 $ | +16,3 % | 979.265 $ | -96.353 $ | -9,0 % | 1.075.618 $ | |||||
| Godfrey Financial Associates, Inc. | 1.121.635 $ | +34.145 $ | +3,1 % | 1.087.490 $ | -50.900 $ | -4,5 % | 1.138.390 $ | |||||
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1.037.660 $ | -88.357 $ | -7,8 % | 1.126.017 $ | -8.703 $ | -0,8 % | 1.134.720 $ | -2.940 $ | -0,3 % | 1.137.660 $ | -319.543 $ | -21,9 % |
| HHM Wealth Advisors, LLC | 1.135.337 $ | +28.308 $ | +2,6 % | 1.107.029 $ | +53.848 $ | +5,1 % | 1.053.181 $ | +94.149 $ | +9,8 % | 959.032 $ | -92.279 $ | -8,8 % |
| Integrity Wealth Partners, LLC | 1.134.494 $ | |||||||||||
| Bill Few Associates, Inc. | 1.132.397 $ | |||||||||||
| Financial Council, LLC | 1.125.981 $ | +146.928 $ | +15,0 % | 979.053 $ | +22.683 $ | +2,4 % | 956.370 $ | -782 $ | -0,1 % | 957.152 $ | +58.911 $ | +6,6 % |
| Capital Planning Advisors, LLC | 1.036.535 $ | -81.266 $ | -7,3 % | 1.117.801 $ | +13.643 $ | +1,2 % | 1.104.158 $ | +57.052 $ | +5,4 % | |||
| Aegis Wealth Management, Inc. | 1.112.025 $ | +217.473 $ | +24,3 % | 894.552 $ | +33.336 $ | +3,9 % | 861.216 $ | |||||
| Horizon Family Wealth, Inc. | 1.111.913 $ | +552.480 $ | +98,8 % | 559.433 $ | +78.081 $ | +16,2 % | 481.352 $ | |||||
| Steelhead Wealth Management LLC | 1.111.000 $ | +714.000 $ | +179,8 % | 397.000 $ | ||||||||
| Orin Green Financial, LLC | 814.849 $ | -10.133 $ | -1,2 % | 824.982 $ | -4.315 $ | -0,5 % | 829.297 $ | -280.769 $ | -25,3 % | 1.110.066 $ | +149.054 $ | +15,5 % |
| CX Institutional | 1.110.000 $ | +347.000 $ | +45,5 % | 763.000 $ | -42.000 $ | -5,2 % | 805.000 $ | +13.000 $ | +1,6 % | 792.000 $ | +191.000 $ | +31,8 % |
| Swisher Financial Concepts, Inc. | 896.846 $ | -212.961 $ | -19,2 % | 1.109.807 $ | +177.218 $ | +19,0 % | 932.589 $ | |||||
| Stonebridge Financial Group, LLC | 969.592 $ | +23.166 $ | +2,4 % | 946.426 $ | -72.364 $ | -7,1 % | 1.018.790 $ | -90.946 $ | -8,2 % | 1.109.736 $ | -14.594 $ | -1,3 % |
| ANGELES WEALTH MANAGEMENT, LLC | 1.084.204 $ | +740.748 $ | +215,7 % | 343.456 $ | -42.184 $ | -10,9 % | 385.640 $ | -724.063 $ | -65,2 % | 1.109.703 $ | +483.744 $ | +77,3 % |
| Arvest Bank Trust Division | 1.107.758 $ | +172.130 $ | +18,4 % | 935.628 $ | ||||||||
| FMB WEALTH MANAGEMENT | 948.543 $ | -157.350 $ | -14,2 % | 1.105.893 $ | +111.796 $ | +11,2 % | 994.097 $ | +681.001 $ | +217,5 % | 313.096 $ | +2.226 $ | +0,7 % |
| Ehrenkranz Partners L.P. | 1.083.651 $ | +579 $ | +0,1 % | 1.083.072 $ | -11.920 $ | -1,1 % | 1.094.992 $ | -2.295 $ | -0,2 % | 1.097.287 $ | ||
| WoodTrust Financial Corp | 483.000 $ | +83.000 $ | +20,8 % | 400.000 $ | -696.000 $ | -63,5 % | 1.096.000 $ | +297.000 $ | +37,2 % | 799.000 $ | ||
| First Citizens Financial Corp | 1.087.668 $ | +79.020 $ | +7,8 % | 1.008.648 $ | +57.706 $ | +6,1 % | 950.942 $ | |||||
| Activest Wealth Management | 244.309 $ | -781.099 $ | -76,2 % | 1.025.408 $ | -61.325 $ | -5,6 % | 1.086.733 $ | +684.435 $ | +170,1 % | 402.298 $ | +63.712 $ | +18,8 % |
| ADVISORTRUST PARTNERS, LLC | 1.084.947 $ | +678.692 $ | +167,1 % | 406.255 $ | -199.573 $ | -32,9 % | 605.828 $ | |||||
| Stone House Investment Management, LLC | 1.074.745 $ | -9.707 $ | -0,9 % | 1.084.452 $ | +29.479 $ | +2,8 % | 1.054.973 $ | +101.881 $ | +10,7 % | 953.092 $ | +217.765 $ | +29,6 % |
| Veracity Capital LLC | 838.958 $ | +20.146 $ | +2,5 % | 818.812 $ | -256.806 $ | -23,9 % | 1.075.618 $ | -6.884 $ | -0,6 % | 1.082.502 $ | +46.459 $ | +4,5 % |
| CPR Investments Inc. | 1.080.966 $ | +7.613 $ | +0,7 % | 1.073.353 $ | ||||||||
| Plante Moran Financial Advisors, LLC | 1.076.726 $ | +153.628 $ | +16,6 % | 923.098 $ | +361.756 $ | +64,4 % | 561.342 $ | -197.507 $ | -26,0 % | 758.849 $ | -1.167.982 $ | -60,6 % |
| Bulltick Wealth Management, LLC | 1.076.672 $ | +73.821 $ | +7,4 % | 1.002.851 $ | +79.157 $ | +8,6 % | 923.694 $ | -316.065 $ | -25,5 % | |||
| Lee Financial Co | 1.075.239 $ | |||||||||||
| Roberts Wealth Advisors, LLC | 848.380 $ | +70.794 $ | +9,1 % | 777.586 $ | -52.582 $ | -6,3 % | 830.168 $ | -243.972 $ | -22,7 % | 1.074.140 $ | +68.079 $ | +6,8 % |
| Signature Equity Partners, LLC | 1.072.351 $ | +39.517 $ | +3,8 % | 1.032.834 $ | +6.136 $ | +0,6 % | 1.026.698 $ | |||||
| LRI Investments, LLC | 1.070.283 $ | +73.517 $ | +7,4 % | 996.766 $ | +2.110 $ | +0,2 % | 994.656 $ | -33.073 $ | -3,2 % | 1.027.729 $ | +38.467 $ | +3,9 % |
| DGS Capital Management, LLC | 368.778 $ | -64.043 $ | -14,8 % | 432.821 $ | -633.159 $ | -59,4 % | 1.065.980 $ | +317.407 $ | +42,4 % | |||
| Optivise Advisory Services LLC | 1.063.779 $ | +127.653 $ | +13,6 % | 936.126 $ | -37.367 $ | -3,8 % | 973.493 $ | +86.084 $ | +9,7 % | 887.409 $ | -936.642 $ | -51,3 % |
| Key Client Fiduciary Advisors, LLC | 1.062.395 $ | +151.510 $ | +16,6 % | 910.885 $ | -99.156 $ | -9,8 % | 1.010.041 $ | +370 $ | +0,0 % | 1.009.671 $ | +119.417 $ | +13,4 % |
| Signet Private Wealth LLC | 341.670 $ | -441.887 $ | -56,4 % | 783.557 $ | -275.131 $ | -26,0 % | 1.058.688 $ | |||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1.050.470 $ | -7.558 $ | -0,7 % | 1.058.028 $ | +1.025.113 $ | +3.114,4 % | 32.915 $ | -76 $ | -0,2 % | 32.991 $ | +114 $ | +0,3 % |
| Monument Group Wealth Advisors, LLC | 1.056.896 $ | +102.611 $ | +10,8 % | 954.285 $ | -30.567 $ | -3,1 % | 984.852 $ | +12.560 $ | +1,3 % | 972.292 $ | +30.149 $ | +3,2 % |
| Northwest Wealth Advisors, LLC | 914.444 $ | +59.801 $ | +7,0 % | 854.643 $ | -199.178 $ | -18,9 % | 1.053.821 $ | |||||
| Team Hewins, LLC | 1.043.357 $ | -2.699 $ | -0,3 % | 1.046.056 $ | -2.719 $ | -0,3 % | 1.048.775 $ | +2.632 $ | +0,3 % | 1.046.143 $ | +12.028 $ | +1,2 % |
| VANGUARD FIDUCIARY TRUST CO | 1.047.708 $ | +214.232 $ | +25,7 % | 833.476 $ | ||||||||
| Glen Eagle Advisors, LLC | 1.046.750 $ | +350.696 $ | +50,4 % | 696.054 $ | +21.294 $ | +3,2 % | 674.760 $ | +49.731 $ | +8,0 % | 625.029 $ | +40.384 $ | +6,9 % |
| Churchill Financial Advisors, LLC | 1.041.360 $ | +88.684 $ | +9,3 % | 952.676 $ | -37.939 $ | -3,8 % | 990.615 $ | |||||
| INTERCAPITAL, LLC | 519.600 $ | -520.560 $ | -50,0 % | 1.040.160 $ | ||||||||
| Plotkin Financial Advisors, LLC | 1.037.351 $ | +86.452 $ | +9,1 % | 950.899 $ | -19.719 $ | -2,0 % | 970.618 $ | +49.778 $ | +5,4 % | 920.840 $ | +36.009 $ | +4,1 % |
| Charter Oak Capital Management, LLC | 704.533 $ | -329.921 $ | -31,9 % | 1.034.454 $ | +12.687 $ | +1,2 % | 1.021.767 $ | -85.456 $ | -7,7 % | |||
| Sage Capital Advisors,llc | 1.022.452 $ | -2.849 $ | -0,3 % | 1.025.301 $ | -5.788 $ | -0,6 % | 1.031.089 $ | -2.252 $ | -0,2 % | 1.033.341 $ | +5.804 $ | +0,6 % |
| OVERSEA-CHINESE BANKING Corp Ltd | 829.821 $ | -202.431 $ | -19,6 % | 1.032.252 $ | ||||||||
| Oxinas Partners, LLC | 1.029.488 $ | +373.558 $ | +57,0 % | 655.930 $ | +217.167 $ | +49,5 % | 438.763 $ | -8.432 $ | -1,9 % | 447.195 $ | +26.542 $ | +6,3 % |
| Fourth Dimension Wealth, LLC | 926.311 $ | -4.901 $ | -0,5 % | 931.212 $ | -85.985 $ | -8,5 % | 1.017.197 $ | -10.717 $ | -1,0 % | 1.027.914 $ | -278 $ | -0,0 % |
| Aurora Private Wealth, Inc. | 597.000 $ | +14.000 $ | +2,4 % | 583.000 $ | -444.000 $ | -43,2 % | 1.027.000 $ | +181.000 $ | +21,4 % | |||
| GP Brinson Investments LLC | 994.053 $ | +7.002 $ | +0,7 % | 987.051 $ | -14.928 $ | -1,5 % | 1.001.979 $ | -23.778 $ | -2,3 % | 1.025.757 $ | +23.118 $ | +2,3 % |
| Summit Investment Advisory Services, LLC | 1.024.594 $ | +316.966 $ | +44,8 % | 707.628 $ | +168.367 $ | +31,2 % | 539.261 $ | +15.200 $ | +2,9 % | 524.061 $ | +41.158 $ | +8,5 % |
| BlackDiamond Wealth Management, LLC | 1.024.326 $ | +22.897 $ | +2,3 % | 1.001.429 $ | +161.821 $ | +19,3 % | 839.608 $ | +284.549 $ | +51,3 % | |||
| DUTCH ASSET Corp | 889.566 $ | +229.213 $ | +34,7 % | 660.353 $ | -361.647 $ | -35,4 % | 1.022.000 $ | |||||
| Core Wealth Advisors, Inc. | 1.020.246 $ | +373.789 $ | +57,8 % | 646.457 $ | ||||||||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.018.374 $ | +554.015 $ | +119,3 % | 464.359 $ | -26.024 $ | -5,3 % | 490.383 $ | |||||
| Motiv8 Investments LLC | 201.000 $ | -816.054 $ | -80,2 % | 1.017.054 $ | +243.845 $ | +31,5 % | ||||||
| Bowman & Co S.C. | 1.016.424 $ | +88.009 $ | +9,5 % | 928.415 $ | +108.755 $ | +13,3 % | ||||||
| Beaumont Asset Management, L.L.C. | 985.349 $ | +50.360 $ | +5,4 % | 934.989 $ | -57.714 $ | -5,8 % | 992.703 $ | -23.397 $ | -2,3 % | 1.016.100 $ | +31.223 $ | +3,2 % |
| J. Derek Lewis & Associates Inc. | 1.015.617 $ | +205.217 $ | +25,3 % | 810.400 $ | -68.199 $ | -7,8 % | 878.599 $ | |||||
| SAGE FINANCIAL GROUP INC | 1.014.813 $ | +138.634 $ | +15,8 % | 876.179 $ | +20.752 $ | +2,4 % | 855.427 $ | |||||
| Neumann Capital Management, LLC | 978.519 $ | -16.850 $ | -1,7 % | 995.369 $ | -19.250 $ | -1,9 % | 1.014.619 $ | -50.323 $ | -4,7 % | |||
| Silver Grove Financial Group, Inc. | 1.013.657 $ | +346.571 $ | +52,0 % | 667.086 $ | -79.448 $ | -10,6 % | 746.534 $ | +1.246 $ | +0,2 % | 745.288 $ | ||
| Capstone Wealth Management, Inc. | 1.013.289 $ | +104.215 $ | +11,5 % | 909.074 $ | -93.574 $ | -9,3 % | 1.002.648 $ | |||||
| BANQUE PICTET & CIE SA | 1.013.165 $ | +569.649 $ | +128,4 % | 443.516 $ | -2.573 $ | -0,6 % | 446.089 $ | -171.850 $ | -27,8 % | 617.939 $ | -625.388 $ | -50,3 % |
| Stewardship Advisors, LLC | 719.119 $ | +33.279 $ | +4,9 % | 685.840 $ | -327.192 $ | -32,3 % | 1.013.032 $ | +115.724 $ | +12,9 % | 897.308 $ | -229.478 $ | -20,4 % |
| High Probability Advisors, LLC | 1.012.218 $ | |||||||||||
| Fiduciary Alliance LLC | 1.011.819 $ | +103.958 $ | +11,5 % | 907.861 $ | -74.215 $ | -7,6 % | 982.076 $ | +88.556 $ | +9,9 % | 893.520 $ | +42.303 $ | +5,0 % |
| Laurel Wealth Advisors LLC | 993.801 $ | +36.957 $ | +3,9 % | 956.844 $ | -53.254 $ | -5,3 % | 1.010.098 $ | +134.958 $ | +15,4 % | 875.140 $ | +250.786 $ | +40,2 % |
| Avantax Planning Partners, Inc. | 1.006.906 $ | +198.253 $ | +24,5 % | 808.653 $ | -4.513.424 $ | -84,8 % | ||||||
| BEACON HILL WEALTH MANAGEMENT LTD. | 1.006.140 $ | |||||||||||
| Hilton Head Capital Partners, LLC | 1.003.637 $ | +88.375 $ | +9,7 % | 915.262 $ | -24.872 $ | -2,6 % | 940.134 $ | |||||
| Chevy Chase Trust Holdings, LLC | 1.003.564 $ | +112.004 $ | +12,6 % | 891.560 $ | -64.421 $ | -6,7 % | 955.981 $ | +52.231 $ | +5,8 % | 903.750 $ | -2.931.189 $ | -76,4 % |
| TOWER BRIDGE ADVISORS | 1.000.058 $ | +98.279 $ | +10,9 % | 901.779 $ | +604.986 $ | +203,8 % | 296.793 $ | -14.156 $ | -4,6 % | 310.949 $ | +20.372 $ | +7,0 % |
| Stillwater Private Wealth, LLC | 212.000 $ | -787.000 $ | -78,8 % | 999.000 $ | ||||||||
| Ledyard National Bank | 985.814 $ | +5.495 $ | +0,6 % | 980.319 $ | +9.617 $ | +1,0 % | 970.702 $ | -22.962 $ | -2,3 % | 993.664 $ | +7.065 $ | +0,7 % |
| WATERS PARKERSON & CO., LLC | 993.213 $ | +324.184 $ | +48,5 % | 669.029 $ | +161.950 $ | +31,9 % | 507.079 $ | |||||
| SIMA Wealth Partners, LLC | 979.245 $ | +66.559 $ | +7,3 % | 912.686 $ | -78.706 $ | -7,9 % | 991.392 $ | +6.440 $ | +0,7 % | 984.952 $ | +45.773 $ | +4,9 % |
| DWR WEALTH MANAGEMENT, LLC | 990.684 $ | +178.245 $ | +21,9 % | 812.439 $ | -24.654 $ | -2,9 % | 837.093 $ | |||||
| Redwood Investment Management, LLC | 776.000 $ | -191.000 $ | -19,8 % | 967.000 $ | -23.000 $ | -2,3 % | 990.000 $ | +82.000 $ | +9,0 % | 908.000 $ | -38.000 $ | -4,0 % |
| Medallion Wealth Advisors, LLC | 774.533 $ | -214.982 $ | -21,7 % | 989.515 $ | +88.256 $ | +9,8 % | 901.259 $ | +109.149 $ | +13,8 % | 792.110 $ | +17.344 $ | +2,2 % |
| Walser Wealth Management Company, A Ltd Liability Co | 989.168 $ | +558.294 $ | +129,6 % | 430.874 $ | -357.404 $ | -45,3 % | 788.278 $ | |||||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 981.587 $ | +457.630 $ | +87,3 % | 523.957 $ | +215.623 $ | +69,9 % | 308.334 $ | -7.293 $ | -2,3 % | 315.627 $ | +102.784 $ | +48,3 % |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 980.586 $ | +139.020 $ | +16,5 % | 841.566 $ | -92.526 $ | -9,9 % | 934.092 $ | +9.590 $ | +1,0 % | 924.502 $ | +86.696 $ | +10,3 % |
| Carolina Wealth Management Inc | 980.067 $ | |||||||||||
| Strategic Equity Management | 352.690 $ | +11.294 $ | +3,3 % | 341.396 $ | -327.147 $ | -48,9 % | 668.543 $ | -310.599 $ | -31,7 % | 979.142 $ | -10.959 $ | -1,1 % |
| Equity Wealth Partners, LLC | 843.324 $ | -36.438 $ | -4,1 % | 879.762 $ | -19.900 $ | -2,2 % | 899.662 $ | -78.258 $ | -8,0 % | 977.920 $ | ||
| Walker Asset Management, LLC | 977.826 $ | +124.443 $ | +14,6 % | 853.383 $ | -40.854 $ | -4,6 % | 894.237 $ | +45.641 $ | +5,4 % | 848.596 $ | +61.051 $ | +7,8 % |
| RCW Management, LLC | 959.076 $ | -14.943 $ | -1,5 % | 974.019 $ | +32.631 $ | +3,5 % | 941.388 $ | |||||
| Laurel Wealth Planning LLC | 970.951 $ | +161.686 $ | +20,0 % | 809.265 $ | -73.247 $ | -8,3 % | 882.512 $ | -31.954 $ | -3,5 % | 914.466 $ | +81.732 $ | +9,8 % |
| WMS Group LLC | 960.610 $ | -4.060 $ | -0,4 % | 964.670 $ | -4.550 $ | -0,5 % | 969.220 $ | |||||
| Rather & Kittrell, Inc. | 958.611 $ | +167.769 $ | +21,2 % | 790.842 $ | +5.132 $ | +0,7 % | 785.710 $ | +13.421 $ | +1,7 % | 772.289 $ | ||
| Delta Investment Management, LLC | 434.886 $ | -391.300 $ | -47,4 % | 826.186 $ | +33.474 $ | +4,2 % | 792.712 $ | -165.048 $ | -17,2 % | 957.760 $ | -16.995.267 $ | -94,7 % |
| Evelyn Partners Group Ltd | 955.018 $ | |||||||||||
| Tidemark, LLC | 953.413 $ | +173.687 $ | +22,3 % | 779.726 $ | +678.379 $ | +669,4 % | 101.347 $ | -33.572 $ | -24,9 % | 134.919 $ | +35.880 $ | +36,2 % |
| STAR Financial Bank | 952.858 $ | +379.658 $ | +66,2 % | 573.200 $ | +7.827 $ | +1,4 % | 565.373 $ | +7.181 $ | +1,3 % | 558.192 $ | +31.822 $ | +6,0 % |
| Spectrum Planning & Advisory Services Inc. | 210.156 $ | -742.165 $ | -77,9 % | 952.321 $ | +36.339 $ | +4,0 % | 915.982 $ | +112.048 $ | +13,9 % | |||
| AVAII WEALTH MANAGEMENT, LLC | 767.337 $ | +4.757 $ | +0,6 % | 762.580 $ | -34.531 $ | -4,3 % | 797.111 $ | -151.436 $ | -16,0 % | 948.547 $ | +14.012 $ | +1,5 % |
| RIK SAYLOR FINANCIAL, INC. | 819.816 $ | -17.050 $ | -2,0 % | 836.866 $ | -5.379 $ | -0,6 % | 842.245 $ | -106.214 $ | -11,2 % | 948.459 $ | -57.532 $ | -5,7 % |
| Jacksonville Wealth Management, LLC | 947.952 $ | +103.543 $ | +12,3 % | 844.409 $ | -54.258 $ | -6,0 % | 898.667 $ | +18.291 $ | +2,1 % | 880.376 $ | +64.782 $ | +7,9 % |
| VISTA INVESTMENT PARTNERS II, LLC | 947.438 $ | |||||||||||
| Disciplined Investors, L.L.C. | 947.026 $ | +74.705 $ | +8,6 % | 872.321 $ | -32.705 $ | -3,6 % | 905.026 $ | +30.255 $ | +3,5 % | 874.771 $ | +49.986 $ | +6,1 % |
| Nalls Sherbakoff Group, LLC | 945.623 $ | +642.118 $ | +211,6 % | 303.505 $ | +8.579 $ | +2,9 % | 294.926 $ | +1.037 $ | +0,4 % | 293.889 $ | +1.587 $ | +0,5 % |
| Schiavi & Co LLC | 943.056 $ | +33.585 $ | +3,7 % | 909.471 $ | -33.856 $ | -3,6 % | 943.327 $ | +651.277 $ | +223,0 % | 292.050 $ | +2.312 $ | +0,8 % |
| NORDEN GROUP LLC | 942.527 $ | +388.220 $ | +70,0 % | 554.307 $ | +110 $ | +0,0 % | 554.197 $ | -23.642 $ | -4,1 % | 577.839 $ | -78.268 $ | -11,9 % |
| Hidden Cove Wealth Management, LLC | 687.990 $ | -254.465 $ | -27,0 % | 942.455 $ | +155.246 $ | +19,7 % | ||||||
| Meredith Wealth Planning | 821.348 $ | -15.970 $ | -1,9 % | 837.318 $ | -102.337 $ | -10,9 % | 939.655 $ | +17.128 $ | +1,9 % | 922.527 $ | -6.744 $ | -0,7 % |
| HRC WEALTH MANAGEMENT, LLC | 938.035 $ | +128.381 $ | +15,9 % | 809.654 $ | -44.969 $ | -5,3 % | 854.623 $ | +28.010 $ | +3,4 % | 826.613 $ | +105.829 $ | +14,7 % |
| Boston Trust Walden Corp | 771.323 $ | +146.881 $ | +23,5 % | 624.442 $ | -215.797 $ | -25,7 % | 840.239 $ | -97.148 $ | -10,4 % | 937.387 $ | +600.732 $ | +178,4 % |
| SWMG, LLC | 667.008 $ | +16.291 $ | +2,5 % | 650.717 $ | -12.259 $ | -1,8 % | 662.976 $ | -270.623 $ | -29,0 % | 933.599 $ | +77.260 $ | +9,0 % |
| Morton Capital Management LLC/CA | 933.310 $ | +295.291 $ | +46,3 % | 638.019 $ | +86.243 $ | +15,6 % | 551.776 $ | -921 $ | -0,2 % | 552.697 $ | ||
| FLP Wealth Management, LLC | 928.715 $ | +333.298 $ | +56,0 % | 595.417 $ | -192.725 $ | -24,5 % | 788.142 $ | +115.436 $ | +17,2 % | 672.706 $ | +219.762 $ | +48,5 % |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 918.724 $ | -2.790 $ | -0,3 % | 921.514 $ | -5.347 $ | -0,6 % | 926.861 $ | +111.575 $ | +13,7 % | 815.286 $ | +4.386 $ | +0,5 % |
| Timonier Family Office, LTD. | 882.023 $ | +239.740 $ | +37,3 % | 642.283 $ | -280.476 $ | -30,4 % | 922.759 $ | -22.272 $ | -2,4 % | |||
| GREAT LAKES ADVISORS, LLC | 831.357 $ | +281.225 $ | +51,1 % | 550.132 $ | -323.751 $ | -37,0 % | 873.883 $ | -48.744 $ | -5,3 % | 922.627 $ | -314.260 $ | -25,4 % |
| SEIZERT CAPITAL PARTNERS, LLC | 921.637 $ | +1.139 $ | +0,1 % | 920.498 $ | -871 $ | -0,1 % | 921.369 $ | +4.708 $ | +0,5 % | 916.661 $ | +7.995 $ | +0,9 % |
| Empirical Asset Management, LLC | 912.856 $ | +245.948 $ | +36,9 % | 666.908 $ | -138 $ | -0,0 % | 667.046 $ | -207.662 $ | -23,7 % | 874.708 $ | +32.912 $ | +3,9 % |
| KRM WEALTH MANAGEMENT L.L.C. | 883.568 $ | -17.262 $ | -1,9 % | 900.830 $ | -10.945 $ | -1,2 % | 911.775 $ | |||||
| Shum Financial Group, Inc. | 910.788 $ | +41.614 $ | +4,8 % | 869.174 $ | -25.399 $ | -2,8 % | 894.573 $ | +24.947 $ | +2,9 % | 869.626 $ | ||
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 593.863 $ | -217.689 $ | -26,8 % | 811.552 $ | +210.963 $ | +35,1 % | 600.589 $ | -310.182 $ | -34,1 % | 910.771 $ | -360.202 $ | -28,3 % |
| Wealthcare Capital Partners, LLC | 908.613 $ | +308.265 $ | +51,3 % | 600.348 $ | -1.018 $ | -0,2 % | 601.366 $ | +64.876 $ | +12,1 % | 536.490 $ | +235.424 $ | +78,2 % |
| CLIENT 1ST ADVISORY GROUP, LLC | 908.477 $ | +100.369 $ | +12,4 % | 808.108 $ | -62.861 $ | -7,2 % | 870.969 $ | +19.750 $ | +2,3 % | 851.219 $ | +42.502 $ | +5,3 % |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 905.061 $ | +73.060 $ | +8,8 % | 832.001 $ | +22.533 $ | +2,8 % | 809.468 $ | -1.005 $ | -0,1 % | 810.473 $ | -176.056 $ | -17,8 % |
| TOWER TRUST & INVESTMENT Co | 902.784 $ | +102.925 $ | +12,9 % | 799.859 $ | +43.516 $ | +5,8 % | 756.343 $ | +104.410 $ | +16,0 % | 651.933 $ | +30.285 $ | +4,9 % |
| Woodside Wealth Management LLC | 544.438 $ | -1.653 $ | -0,3 % | 546.091 $ | -352.325 $ | -39,2 % | 898.416 $ | -3.145 $ | -0,3 % | 901.561 $ | +4.111 $ | +0,5 % |
| Claris Financial LLC | 901.261 $ | +193.528 $ | +27,3 % | 707.733 $ | -35.042 $ | -4,7 % | 742.775 $ | +209.675 $ | +39,3 % | |||
| BARD ASSOCIATES INC | 69.891 $ | -18.661 $ | -21,1 % | 88.552 $ | -75.766 $ | -46,1 % | 164.318 $ | -736.595 $ | -81,8 % | 900.913 $ | -993.467 $ | -52,4 % |
| Affinity Capital Advisors, LLC | 816.444 $ | +47.231 $ | +6,1 % | 769.213 $ | -52.220 $ | -6,4 % | 821.433 $ | -78.815 $ | -8,8 % | 900.248 $ | -3.324 $ | -0,4 % |
| Future Financial Wealth Managment LLC | 674.702 $ | -187.822 $ | -21,8 % | 862.524 $ | -2.467 $ | -0,3 % | 864.991 $ | -34.941 $ | -3,9 % | 899.932 $ | +420.928 $ | +87,9 % |
| TPG Advisors LLC | 899.519 $ | +45.524 $ | +5,3 % | 853.995 $ | -30.943 $ | -3,5 % | 884.938 $ | -8.884 $ | -1,0 % | 893.822 $ | +88.949 $ | +11,1 % |
| Optiver Holding B.V. | 898.875 $ | +848.784 $ | +1.694,5 % | |||||||||
| NEVILLE RODIE & SHAW INC | 897.000 $ | +135.000 $ | +17,7 % | 762.000 $ | -68.000 $ | -8,2 % | 830.000 $ | -64.000 $ | -7,2 % | 894.000 $ | +13.000 $ | +1,5 % |
| Prospect Financial Group LLC | 896.360 $ | +82.416 $ | +10,1 % | 813.944 $ | -51.038 $ | -5,9 % | 864.982 $ | +1.194 $ | +0,1 % | 863.788 $ | +47.596 $ | +5,8 % |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 895.576 $ | +303.985 $ | +51,4 % | 591.591 $ | -30.611 $ | -4,9 % | 622.202 $ | +7.170 $ | +1,2 % | 615.032 $ | +296.903 $ | +93,3 % |
| Pacifica Partners Inc. | 709.354 $ | -137.585 $ | -16,2 % | 846.939 $ | -33.318 $ | -3,8 % | 880.257 $ | -13.826 $ | -1,5 % | 894.083 $ | -3.079 $ | -0,3 % |
| ANB BANK | 893.434 $ | +64.270 $ | +7,8 % | 829.164 $ | +132.722 $ | +19,1 % | 696.442 $ | -1.747 $ | -0,3 % | 698.189 $ | -1.014 $ | -0,1 % |
| PURE PORTFOLIOS HOLDINGS LLC | 870.372 $ | -20.233 $ | -2,3 % | 890.605 $ | +8.100 $ | +0,9 % | ||||||
| INTEGRAL INVESTMENT ADVISORS, INC. | 874.024 $ | -1.057 $ | -0,1 % | 875.081 $ | -10.575 $ | -1,2 % | 885.656 $ | -3.807 $ | -0,4 % | 889.463 $ | +12.584 $ | +1,4 % |
| SFMG, LLC | 560.691 $ | -302.278 $ | -35,0 % | 862.969 $ | -22.884 $ | -2,6 % | 885.853 $ | +216.186 $ | +32,3 % | 669.667 $ | +25.340 $ | +3,9 % |
| Meriwether Wealth & Planning, LLC | 884.113 $ | +30.276 $ | +3,5 % | 853.837 $ | +119.789 $ | +16,3 % | 734.048 $ | +12.908 $ | +1,8 % | 721.140 $ | +7.732 $ | +1,1 % |
| CNB Bank | 879.589 $ | +115.539 $ | +15,1 % | 764.050 $ | -34.170 $ | -4,3 % | 798.220 $ | +14.844 $ | +1,9 % | 783.376 $ | -93.085 $ | -10,6 % |
| Sonora Investment Management Group, LLC | 877.730 $ | +11.589 $ | +1,3 % | |||||||||
| VISTA CAPITAL PARTNERS, INC. | 877.722 $ | +50.122 $ | +6,1 % | 827.600 $ | +233.407 $ | +39,3 % | 594.193 $ | +33.030 $ | +5,9 % | 561.163 $ | +94.753 $ | +20,3 % |
| PCA Investment Advisory Services Inc. | 877.147 $ | |||||||||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 876.962 $ | +148.598 $ | +20,4 % | 728.364 $ | +4.226 $ | +0,6 % | 724.138 $ | -35.337 $ | -4,7 % | 759.475 $ | +78.031 $ | +11,5 % |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 874.248 $ | +119.110 $ | +15,8 % | 755.138 $ | -47.350 $ | -5,9 % | 802.488 $ | +22.620 $ | +2,9 % | 779.868 $ | +61.249 $ | +8,5 % |
| Peterson Wealth Advisors, LLC | 788.701 $ | -39.824 $ | -4,8 % | 828.525 $ | -43.713 $ | -5,0 % | 872.238 $ | -68.312 $ | -7,3 % | |||
| Phillip James Consulting Co. | 871.362 $ | +870.362 $ | +87.036,2 % | 1.000 $ | ||||||||
| THOMPSON DAVIS & CO., INC. | 690.764 $ | +186.657 $ | +37,0 % | 504.107 $ | -366.925 $ | -42,1 % | 871.032 $ | +627.644 $ | +257,9 % | 243.388 $ | +11.329 $ | +4,9 % |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 752.284 $ | -116.352 $ | -13,4 % | 868.636 $ | +653.115 $ | +303,0 % | 215.521 $ | |||||
| Proactive Wealth Strategies LLC | 864.884 $ | -3.747 $ | -0,4 % | 868.631 $ | +607.162 $ | +232,2 % | 261.469 $ | +7.058 $ | +2,8 % | 254.411 $ | -14.589 $ | -5,4 % |
| Gridiron Partners, LLC | 863.069 $ | -2.554 $ | -0,3 % | 865.623 $ | +78.608 $ | +10,0 % | 787.015 $ | -1.974 $ | -0,3 % | 788.989 $ | -67.624 $ | -7,9 % |
| Wellington Shields & Co., LLC | 861.280 $ | +3.440 $ | +0,4 % | 857.840 $ | +5.940 $ | +0,7 % | 851.900 $ | +143.080 $ | +20,2 % | 708.820 $ | +5.040 $ | +0,7 % |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 816.975 $ | +7.839 $ | +1,0 % | 809.136 $ | -33.219 $ | -3,9 % | 842.355 $ | -13.961 $ | -1,6 % | 856.316 $ | +10.009 $ | +1,2 % |
| Stablepoint Partners, LLC | 853.013 $ | +71.403 $ | +9,1 % | 781.610 $ | +152.815 $ | +24,3 % | 628.795 $ | +17.673 $ | +2,9 % | 611.122 $ | +127.460 $ | +26,4 % |
| ATTICUS WEALTH MANAGEMENT, LLC | 852.019 $ | +130.007 $ | +18,0 % | 722.012 $ | -26.318 $ | -3,5 % | 748.330 $ | -80.752 $ | -9,7 % | 829.082 $ | -235.256 $ | -22,1 % |
| Everstar Asset Management, LLC | 787.094 $ | -6.556 $ | -0,8 % | 793.650 $ | -39.089 $ | -4,7 % | 832.739 $ | -17.468 $ | -2,1 % | 850.207 $ | +9.623 $ | +1,1 % |
| TruNorth Capital Management, LLC | 847.883 $ | +265.528 $ | +45,6 % | 582.355 $ | +15.893 $ | +2,8 % | 566.462 $ | -222.576 $ | -28,2 % | 789.038 $ | +230.876 $ | +41,4 % |
| Emerald Investment Advisers, LLC | 845.632 $ | +142.158 $ | +20,2 % | 703.474 $ | ||||||||
| Beckerman Institutional, LLC | 836.529 $ | +4.662 $ | +0,6 % | 831.867 $ | +6.329 $ | +0,8 % | 825.538 $ | -19.525 $ | -2,3 % | 845.063 $ | +262.063 $ | +45,0 % |
| Impact Capital Partners LLC | 363.492 $ | +51.534 $ | +16,5 % | 311.958 $ | -532.748 $ | -63,1 % | 844.706 $ | |||||
| 1015 Capital Partners, LLC | 838.438 $ | +306.373 $ | +57,6 % | 532.065 $ | +134.800 $ | +33,9 % | 397.265 $ | |||||
| Disciplina Capital Management LLC | 836.457 $ | +84.520 $ | +11,2 % | 751.937 $ | -9.780 $ | -1,3 % | 761.717 $ | +670.148 $ | +731,9 % | 91.569 $ | +9.535 $ | +11,6 % |
| NovaPoint Capital, LLC | 835.834 $ | +455.010 $ | +119,5 % | 380.824 $ | ||||||||
| Merkkuri Wealth Advisors LLC | 835.035 $ | +46.475 $ | +5,9 % | 788.560 $ | +19.073 $ | +2,5 % | 769.487 $ | +8.736 $ | +1,1 % | 760.751 $ | +78.217 $ | +11,5 % |
| Opulen Financial Group LLC | 833.724 $ | +308.120 $ | +58,6 % | 525.604 $ | -194.217 $ | -27,0 % | 719.821 $ | +20.521 $ | +2,9 % | 699.300 $ | +244.720 $ | +53,8 % |
| Argyle Capital Partners, LLC | 828.851 $ | +151.248 $ | +22,3 % | 677.603 $ | +87.871 $ | +14,9 % | 589.732 $ | +117.809 $ | +25,0 % | 471.923 $ | ||
| STEVENS CAPITAL PARTNERS | 776.894 $ | -51.876 $ | -6,3 % | 828.770 $ | +150.654 $ | +22,2 % | 678.116 $ | +72.626 $ | +12,0 % | |||
| KDT Advisors, LLC | 819.456 $ | -4.787 $ | -0,6 % | 824.243 $ | -2.675 $ | -0,3 % | 826.918 $ | -1.690 $ | -0,2 % | 828.608 $ | ||
| INVESTMENT COUNSEL CO OF NEVADA | 827.670 $ | +772.738 $ | +1.406,7 % | 54.932 $ | -5.960 $ | -9,8 % | 60.892 $ | +693 $ | +1,2 % | 60.199 $ | +5.710 $ | +10,5 % |
| Three Bridge Wealth Advisors, LLC | 780.381 $ | +32.900 $ | +4,4 % | 747.481 $ | -5.965 $ | -0,8 % | 753.446 $ | -73.059 $ | -8,8 % | 826.505 $ | +35.455 $ | +4,5 % |
| RBO & CO LLC | 824.887 $ | |||||||||||
| RETIREMENT CAPITAL STRATEGIES | 804.268 $ | -20.556 $ | -2,5 % | 824.824 $ | +8.011 $ | +1,0 % | 816.813 $ | +14.735 $ | +1,8 % | |||
| Running Point Capital Advisors, LLC | 823.947 $ | +5.781 $ | +0,7 % | 818.166 $ | +43.928 $ | +5,7 % | ||||||
| Trinity Wealth Management, LLC | 820.038 $ | +557.310 $ | +212,1 % | 262.728 $ | -3.260 $ | -1,2 % | 265.988 $ | -184.288 $ | -40,9 % | 450.276 $ | +22.925 $ | +5,4 % |
| Northern Financial Advisors Inc | 819.401 $ | |||||||||||
| RMG Wealth Management LLC | 817.115 $ | +33.438 $ | +4,3 % | 783.677 $ | +761.235 $ | +3.392,0 % | 22.442 $ | |||||
| Main Street Group, LTD | 816.480 $ | +46.655 $ | +6,1 % | 769.825 $ | +72.263 $ | +10,4 % | 697.562 $ | +20.912 $ | +3,1 % | 676.650 $ | +24.267 $ | +3,7 % |
| HOLLENCREST CAPITAL MANAGEMENT | 815.707 $ | +83.542 $ | +11,4 % | 732.165 $ | -18.896 $ | -2,5 % | 751.061 $ | +7.588 $ | +1,0 % | 743.473 $ | +24.869 $ | +3,5 % |
| Canvas Wealth Advisors, LLC | 704.091 $ | +83.251 $ | +13,4 % | 620.840 $ | -191.463 $ | -23,6 % | 812.303 $ | +14.688 $ | +1,8 % | 797.615 $ | +221.282 $ | +38,4 % |
| Genesis Financial Group, LLC | 484.930 $ | -325.974 $ | -40,2 % | 810.904 $ | +217.495 $ | +36,7 % | 593.409 $ | |||||
| Lombard Odier Asset Management (Switzerland) SA | 810.236 $ | |||||||||||
| Blue Water Asset Management | 806.020 $ | +58.313 $ | +7,8 % | 747.707 $ | -4.031 $ | -0,5 % | 751.738 $ | |||||
| Vigil Wealth Management, LLC | 804.380 $ | +62.490 $ | +8,4 % | 741.890 $ | -23.309 $ | -3,0 % | 765.199 $ | |||||
| Arta Finance Wealth Management LLC | 803.671 $ | +85.419 $ | +11,9 % | 718.252 $ | -12.048 $ | -1,6 % | 730.300 $ | |||||
| HARBOUR INVESTMENT MANAGEMENT LLC | 800.164 $ | +4.460 $ | +0,6 % | 795.704 $ | ||||||||
| PALISADE CAPITAL MANAGEMENT, LP | 792.700 $ | -6.600 $ | -0,8 % | 799.300 $ | ||||||||
| Sunbelt Securities, Inc. | 728.151 $ | -5.360 $ | -0,7 % | 733.511 $ | -65.351 $ | -8,2 % | 798.862 $ | +59.211 $ | +8,0 % | |||
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 798.552 $ | |||||||||||
| Clearwave Capital, LLC | 708.598 $ | -89.907 $ | -11,3 % | 798.505 $ | +198.980 $ | +33,2 % | 599.525 $ | |||||
| Immaculate Wealth Management LLC | 798.365 $ | +25.541 $ | +3,3 % | 772.824 $ | ||||||||
| Lazard Freres Gestion S.A.S. | 798.000 $ | +111.000 $ | +16,2 % | 687.000 $ | +193.000 $ | +39,1 % | 494.000 $ | +65.000 $ | +15,2 % | 429.000 $ | +59.000 $ | +15,9 % |
| BRAVE ASSET MANAGEMENT INC | 797.707 $ | +354.893 $ | +80,1 % | 442.814 $ | +9.251 $ | +2,1 % | 433.563 $ | -8.948 $ | -2,0 % | 442.511 $ | +526 $ | +0,1 % |
| Astoria Portfolio Advisors LLC. | 758.815 $ | -38.753 $ | -4,9 % | 797.568 $ | ||||||||
| CHANNEL WEALTH LLC | 797.075 $ | +46.786 $ | +6,2 % | 750.289 $ | +497.762 $ | +197,1 % | 252.527 $ | +4.750 $ | +1,9 % | 247.777 $ | +38.007 $ | +18,1 % |
| Thrive Wealth Management, LLC | 795.358 $ | +579.347 $ | +268,2 % | 216.011 $ | -160.713 $ | -42,7 % | 376.724 $ | -945 $ | -0,3 % | 377.669 $ | +2.031 $ | +0,5 % |
| AEGON USA Investment Management, LLC | 785.700 $ | -4.590 $ | -0,6 % | 790.290 $ | -2.565 $ | -0,3 % | 792.855 $ | -1.620 $ | -0,2 % | 794.475 $ | +945 $ | +0,1 % |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 794.136 $ | |||||||||||
| Paragon Advisors, LLC | 272.555 $ | -344.470 $ | -55,8 % | 617.025 $ | -121.684 $ | -16,5 % | 738.709 $ | -54.900 $ | -6,9 % | 793.609 $ | -181.433 $ | -18,6 % |
| Collaborative Wealth Managment Inc. | 413.700 $ | +48.916 $ | +13,4 % | 364.784 $ | -284.350 $ | -43,8 % | 649.134 $ | -142.678 $ | -18,0 % | 791.812 $ | -28.507 $ | -3,5 % |
| RCS Financial Planning, LLC | 790.274 $ | +19.168 $ | +2,5 % | 771.106 $ | +354.321 $ | +85,0 % | 416.785 $ | +69.488 $ | +20,0 % | 347.297 $ | +87.203 $ | +33,5 % |
| Legacy Capital Wealth Partners, LLC | 779.079 $ | -8.098 $ | -1,0 % | 787.177 $ | -3.007 $ | -0,4 % | 790.184 $ | +64.304 $ | +8,9 % | |||
| Hemington Wealth Management | 788.000 $ | +6.000 $ | +0,8 % | |||||||||
| Cobblestone Asset Management LLC | 786.841 $ | |||||||||||
| SOA Wealth Advisors, LLC. | 734.025 $ | +50.570 $ | +7,4 % | 683.455 $ | -103.183 $ | -13,1 % | 786.638 $ | +10.278 $ | +1,3 % | 776.360 $ | +36.025 $ | +4,9 % |
| Axecap Investments, LLC | 785.829 $ | +18.253 $ | +2,4 % | |||||||||
| CASTLE WEALTH MANAGEMENT LLC | 757.917 $ | +60.047 $ | +8,6 % | 697.870 $ | -1.290 $ | -0,2 % | 699.160 $ | -84.618 $ | -10,8 % | 783.778 $ | -75.799 $ | -8,8 % |
| Northwest Capital Management Inc | 199.429 $ | -584.230 $ | -74,6 % | 783.659 $ | -2.712.943 $ | -77,6 % | ||||||
| CURA WEALTH ADVISORS, LLC | 782.343 $ | +118.161 $ | +17,8 % | 664.182 $ | -53.429 $ | -7,4 % | 717.611 $ | +74.864 $ | +11,6 % | 642.747 $ | +70.833 $ | +12,4 % |
| Family Office Research LLC | 780.267 $ | +106.272 $ | +15,8 % | 673.995 $ | -45.727 $ | -6,4 % | 719.722 $ | +29.014 $ | +4,2 % | 690.708 $ | +55.808 $ | +8,8 % |
| Williams Jones Wealth Management, LLC. | 777.466 $ | +276.225 $ | +55,1 % | 501.241 $ | +124.756 $ | +33,1 % | 376.485 $ | +72.911 $ | +24,0 % | 303.574 $ | +1.633 $ | +0,5 % |
| Elm3 Financial Group, LLC | 777.322 $ | +35.691 $ | +4,8 % | 741.631 $ | -12.125 $ | -1,6 % | 753.756 $ | +234.324 $ | +45,1 % | 519.432 $ | -395.168 $ | -43,2 % |
| Strengthening Families & Communities, LLC | 194.993 $ | +19.157 $ | +10,9 % | 175.836 $ | -57.039 $ | -24,5 % | 232.875 $ | -543.969 $ | -70,0 % | 776.844 $ | +575.749 $ | +286,3 % |
| HOWARD WEALTH MANAGEMENT, LLC | 771.554 $ | +36.929 $ | +5,0 % | 734.625 $ | +81.550 $ | +12,5 % | 653.075 $ | +83.638 $ | +14,7 % | 569.437 $ | +91.674 $ | +19,2 % |
| ACCREDITED INVESTOR SERVICES, LLC | 769.439 $ | +134.662 $ | +21,2 % | 634.777 $ | +4.119 $ | +0,7 % | 630.658 $ | +10.773 $ | +1,7 % | 619.885 $ | +67.172 $ | +12,2 % |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 766.383 $ | +136.094 $ | +21,6 % | 630.289 $ | ||||||||
| Paladin Advisory Group, LLC | 765.007 $ | +102.326 $ | +15,4 % | 662.681 $ | +2.270 $ | +0,3 % | 660.411 $ | +341.885 $ | +107,3 % | 318.526 $ | +102.780 $ | +47,6 % |
| Shared Vision Wealth Group LLC | 764.704 $ | +98.761 $ | +14,8 % | 665.943 $ | +2.023 $ | +0,3 % | 663.920 $ | +217.715 $ | +48,8 % | 446.205 $ | +1.955 $ | +0,4 % |
| HOLDERNESS INVESTMENTS CO | 764.289 $ | +135.635 $ | +21,6 % | 628.654 $ | -53.092 $ | -7,8 % | 681.746 $ | +72.138 $ | +11,8 % | 609.608 $ | +58.648 $ | +10,6 % |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 762.319 $ | +120.676 $ | +18,8 % | 641.643 $ | +20.355 $ | +3,3 % | 621.288 $ | |||||
| Fairlight Advisors | 762.201 $ | |||||||||||
| Warren Street Wealth Advisors, LLC | 761.573 $ | |||||||||||
| Sterling Investment Counsel, LLC | 761.567 $ | +135.239 $ | +21,6 % | 626.328 $ | -56.689 $ | -8,3 % | 683.017 $ | +14.026 $ | +2,1 % | 668.991 $ | ||
| Shade Tree Advisors LLC | 761.198 $ | |||||||||||
| TSFG, LLC | 328.000 $ | +10.000 $ | +3,1 % | 318.000 $ | -14.000 $ | -4,2 % | 332.000 $ | -428.000 $ | -56,3 % | 760.000 $ | +19.000 $ | +2,6 % |
| Sharkey, Howes & Javer | 222.183 $ | -87.239 $ | -28,2 % | 309.422 $ | -147.663 $ | -32,3 % | 457.085 $ | -302.505 $ | -39,8 % | 759.590 $ | -1.824.644 $ | -70,6 % |
| Clearbridge Investments, LLC | 753.450 $ | +4.200 $ | +0,6 % | 749.250 $ | +7.350 $ | +1,0 % | 741.900 $ | -17.550 $ | -2,3 % | 759.450 $ | +5.400 $ | +0,7 % |
| KW WEALTH MANAGEMENT LLC | 532.118 $ | -224.985 $ | -29,7 % | 757.103 $ | ||||||||
| Heritage Wealth Advisors | 561.314 $ | -195.357 $ | -25,8 % | 756.671 $ | +139.134 $ | +22,5 % | 617.537 $ | -1.877 $ | -0,3 % | 619.414 $ | -127.094 $ | -17,0 % |
| WEST BANCORPORATION INC | 756.275 $ | +53.199 $ | +7,6 % | 703.076 $ | -3.657 $ | -0,5 % | 706.733 $ | +18.561 $ | +2,7 % | 688.172 $ | +37.122 $ | +5,7 % |
| STAGE HARBOR FINANCIAL, LLC | 755.937 $ | +64.382 $ | +9,3 % | 691.555 $ | -16.323 $ | -2,3 % | 707.878 $ | +15.121 $ | +2,2 % | 692.757 $ | +45.284 $ | +7,0 % |
| Evelyn Partners Asset Management Ltd | 700.547 $ | -54.188 $ | -7,2 % | 754.735 $ | +277.286 $ | +58,1 % | 477.449 $ | +28.412 $ | +6,3 % | |||
| Orion Capital Management LLC | 752.251 $ | +160.023 $ | +27,0 % | 592.228 $ | +166.502 $ | +39,1 % | 425.726 $ | +27.689 $ | +7,0 % | 398.037 $ | +212.806 $ | +114,9 % |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 751.384 $ | +36.492 $ | +5,1 % | 714.892 $ | +15.353 $ | +2,2 % | 699.539 $ | -15.269 $ | -2,1 % | 714.808 $ | -327.053 $ | -31,4 % |
| Wayfinding Financial, LLC | 750.000 $ | +44.000 $ | +6,2 % | 706.000 $ | +38.000 $ | +5,7 % | 668.000 $ | |||||
| Norris Financial Group, LLC | 578.895 $ | -1.758 $ | -0,3 % | 580.653 $ | -3.369 $ | -0,6 % | 584.022 $ | -165.322 $ | -22,1 % | 749.344 $ | +4.032 $ | +0,5 % |
| True Wealth Design, LLC | 62.150 $ | -20.686 $ | -25,0 % | 82.836 $ | -665.587 $ | -88,9 % | 748.423 $ | +713.305 $ | +2.031,2 % | 35.118 $ | -36.671 $ | -51,1 % |
| Wallace Advisory Group, LLC | 748.148 $ | +436.346 $ | +139,9 % | 311.802 $ | -24.789 $ | -7,4 % | 336.591 $ | -67.976 $ | -16,8 % | 404.567 $ | -2.925 $ | -0,7 % |
| LeClair Wealth Partners LLC | 747.707 $ | |||||||||||
| Burk Holdings LLC | 184.189 $ | -561.580 $ | -75,3 % | 745.769 $ | +258.121 $ | +52,9 % | 487.648 $ | +8.330 $ | +1,7 % | 479.318 $ | ||
| Green Ridge Wealth Planning LLC | 695.430 $ | +93.727 $ | +15,6 % | 601.703 $ | -143.995 $ | -19,3 % | 745.698 $ | |||||
| PINNEY & SCOFIELD, INC. | 745.674 $ | +166.922 $ | +28,8 % | 578.752 $ | +286.340 $ | +97,9 % | 292.412 $ | +83.466 $ | +39,9 % | 208.946 $ | +46.139 $ | +28,3 % |
| Sunbeam Capital Management, LLC | 743.160 $ | |||||||||||
| Clean Yield Group | 624.047 $ | +73.280 $ | +13,3 % | 550.767 $ | -189.993 $ | -25,6 % | 740.760 $ | +440.145 $ | +146,4 % | 300.615 $ | -6.450 $ | -2,1 % |
| Bank of Jackson Hole Trust | 739.377 $ | +83.181 $ | +12,7 % | 656.196 $ | -36.761 $ | -5,3 % | 692.957 $ | +553 $ | +0,1 % | |||
| Capstone Wealth Management Group, Inc. | 738.326 $ | |||||||||||
| VIEWPOINT INVESTMENT PARTNERS CORP | 738.226 $ | +11 $ | +0,0 % | |||||||||
| NTV ASSET MANAGEMENT LLC | 577.617 $ | +74.384 $ | +14,8 % | 503.233 $ | -20.089 $ | -3,8 % | 523.322 $ | -214.161 $ | -29,0 % | 737.483 $ | +260.832 $ | +54,7 % |
| Vantage Financial Partners, LLC | 715.528 $ | -18.308 $ | -2,5 % | 733.836 $ | -149.325 $ | -16,9 % | ||||||
| Vantage Point Financial LLC | 248.936 $ | -484.510 $ | -66,1 % | 733.446 $ | +330.634 $ | +82,1 % | 402.812 $ | |||||
| UNION SAVINGS BANK | 730.923 $ | +103.477 $ | +16,5 % | 627.446 $ | -41.495 $ | -6,2 % | 668.941 $ | -31.513 $ | -4,5 % | |||
| Bay Capital Advisors, LLC | 657.930 $ | +70.846 $ | +12,1 % | 587.084 $ | -140.299 $ | -19,3 % | 727.383 $ | +21.242 $ | +3,0 % | 706.141 $ | +75.401 $ | +12,0 % |
| Palouse Capital Management, Inc. | 667.833 $ | -59.189 $ | -8,1 % | 727.022 $ | +102.147 $ | +16,3 % | 624.875 $ | -90.403 $ | -12,6 % | 715.278 $ | -3.770.185 $ | -84,1 % |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 725.928 $ | +51.916 $ | +7,7 % | 674.012 $ | -15.486 $ | -2,2 % | 689.498 $ | +14.585 $ | +2,2 % | 674.913 $ | +46.352 $ | +7,4 % |
| National Wealth Management Group, LLC | 361.058 $ | -318.281 $ | -46,9 % | 679.339 $ | -45.716 $ | -6,3 % | 725.055 $ | +352.085 $ | +94,4 % | 372.970 $ | +50.885 $ | +15,8 % |
| Creekmur Asset Management LLC | 723.911 $ | -106.496 $ | -12,8 % | |||||||||
| MB, LEVIS & ASSOCIATES, LLC | 717.266 $ | +396.946 $ | +123,9 % | 320.320 $ | -2.321 $ | -0,7 % | 322.641 $ | +299.395 $ | +1.287,9 % | 23.246 $ | +368 $ | +1,6 % |
| Magnolia Private Wealth, LLC | 306.750 $ | -314.320 $ | -50,6 % | 621.070 $ | -92.663 $ | -13,0 % | 713.733 $ | +128.813 $ | +22,0 % | |||
| Garner Asset Management Corp | 600.628 $ | -17.678 $ | -2,9 % | 618.306 $ | -94.482 $ | -13,3 % | 712.788 $ | |||||
| Ethic Inc. | 710.450 $ | -343.171 $ | -32,6 % | |||||||||
| Ruedi Wealth Management, Inc. | 495.724 $ | -36.001 $ | -6,8 % | 531.725 $ | -143.412 $ | -21,2 % | 675.137 $ | -34.382 $ | -4,8 % | 709.519 $ | -12.756 $ | -1,8 % |
| Lake Hills Wealth Management, LLC | 588.053 $ | -18.129 $ | -3,0 % | 606.182 $ | -102.924 $ | -14,5 % | 709.106 $ | +275.264 $ | +63,4 % | 433.842 $ | -12.181 $ | -2,7 % |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 665.766 $ | -43.328 $ | -6,1 % | 709.094 $ | +520 $ | +0,1 % | 708.574 $ | +15.441 $ | +2,2 % | |||
| Sonoma Private Wealth LLC | 647.363 $ | -60.183 $ | -8,5 % | 707.546 $ | +19.944 $ | +2,9 % | 687.602 $ | +54.002 $ | +8,5 % | |||
| Graney & King, LLC | 707.042 $ | +1.614 $ | +0,2 % | 705.428 $ | +240.546 $ | +51,7 % | 464.882 $ | -9.297 $ | -2,0 % | 474.179 $ | +29.745 $ | +6,7 % |
| FIRST UNITED BANK & TRUST | 706.988 $ | +53.180 $ | +8,1 % | 653.808 $ | +91.342 $ | +16,2 % | 562.466 $ | +49.816 $ | +9,7 % | 512.650 $ | +47.717 $ | +10,3 % |
| Rare Wolf Capital LLC | 706.406 $ | +65.029 $ | +10,1 % | 641.377 $ | +1.779 $ | +0,3 % | 639.598 $ | |||||
| FLYWHEEL PRIVATE WEALTH LLC | 705.910 $ | +1.048 $ | +0,1 % | 704.862 $ | +31.374 $ | +4,7 % | 673.488 $ | -8.036 $ | -1,2 % | 681.524 $ | +292.294 $ | +75,1 % |
| BCU Wealth Advisors, LLC | 619.959 $ | -44.733 $ | -6,7 % | 664.692 $ | -40.227 $ | -5,7 % | 704.919 $ | +22.116 $ | +3,2 % | 682.803 $ | +54.694 $ | +8,7 % |
| WARNER FINANCIAL, INC | 704.516 $ | +42.516 $ | +6,4 % | 662.000 $ | +49.000 $ | +8,0 % | 613.000 $ | +7.000 $ | +1,2 % | 606.000 $ | -177.000 $ | -22,6 % |
| Steigerwald, Gordon & Koch Inc. | 237.789 $ | +36.544 $ | +18,2 % | 201.245 $ | -502.479 $ | -71,4 % | 703.724 $ | +492.555 $ | +233,3 % | 211.169 $ | ||
| ACUTE INVESTMENT ADVISORY, LLC | 703.265 $ | +93.230 $ | +15,3 % | 610.035 $ | ||||||||
| CHASE INVESTMENT COUNSEL CORP | 701.000 $ | |||||||||||
| Sargent Investment Group, LLC | 699.205 $ | +86.221 $ | +14,1 % | 612.984 $ | +13.512 $ | +2,3 % | 599.472 $ | |||||
| Ballast Rock Private Wealth LLC | 690.772 $ | -4.733 $ | -0,7 % | 695.505 $ | -1.075 $ | -0,2 % | 696.580 $ | |||||
| Banque Cantonale Vaudoise | 696.000 $ | +71.000 $ | +11,4 % | 625.000 $ | -24.000 $ | -3,7 % | 649.000 $ | -1.000 $ | -0,2 % | 650.000 $ | -88.000 $ | -11,9 % |
| Lineweaver Wealth Advisors, LLC | 695.315 $ | +119.017 $ | +20,7 % | 576.298 $ | +12.149 $ | +2,2 % | ||||||
| Ceeto Capital Group, LLC | 695.000 $ | +63.000 $ | +10,0 % | 632.000 $ | -2.000 $ | -0,3 % | 634.000 $ | +5.000 $ | +0,8 % | 629.000 $ | +35.000 $ | +5,9 % |
| Arlington Capital Management, Inc. | 694.914 $ | -19.649 $ | -2,7 % | |||||||||
| Old Port Advisors | 694.067 $ | +441.707 $ | +175,0 % | 252.360 $ | ||||||||
| Capstone Wealth Management Group LLC | 686.483 $ | -6.458 $ | -0,9 % | 692.941 $ | +44.683 $ | +6,9 % | 648.258 $ | +341.762 $ | +111,5 % | |||
| DMC Group, LLC | 692.743 $ | +18.342 $ | +2,7 % | 674.401 $ | +6.776 $ | +1,0 % | 667.625 $ | +89.760 $ | +15,5 % | 577.865 $ | +279.183 $ | +93,5 % |
| Investment Research Partners LLC | 326.372 $ | +38.590 $ | +13,4 % | 287.782 $ | +4.421 $ | +1,6 % | 283.361 $ | -408.468 $ | -59,0 % | 691.829 $ | ||
| ATWOOD & PALMER INC | 684.148 $ | +160 $ | +0,0 % | 683.988 $ | -4.832 $ | -0,7 % | 688.820 $ | -1.472 $ | -0,2 % | 690.292 $ | +4.628 $ | +0,7 % |
| Texas Yale Capital Corp. | 682.976 $ | -6.327 $ | -0,9 % | 689.303 $ | +202.782 $ | +41,7 % | 486.521 $ | -44 $ | -0,0 % | 486.565 $ | -43.050 $ | -8,1 % |
| Kane Co Wealth Management, Inc. | 688.179 $ | +93.759 $ | +15,8 % | 594.420 $ | -37.273 $ | -5,9 % | 631.693 $ | |||||
| CJM Wealth Advisers, Ltd. | 459.838 $ | -100.624 $ | -18,0 % | 560.462 $ | +58.262 $ | +11,6 % | 502.200 $ | -185.191 $ | -26,9 % | 687.391 $ | +14.166 $ | +2,1 % |
| River Street Advisors LLC | 239.400 $ | -420.355 $ | -63,7 % | 659.755 $ | -13.080 $ | -1,9 % | 672.835 $ | -14.029 $ | -2,0 % | 686.864 $ | -69.015 $ | -9,1 % |
| Invariant Investment Management | 581.614 $ | -52.678 $ | -8,3 % | 634.292 $ | -50.820 $ | -7,4 % | 685.112 $ | |||||
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 684.796 $ | +73.799 $ | +12,1 % | 610.997 $ | +16.365 $ | +2,8 % | 594.632 $ | -34.836 $ | -5,5 % | 629.468 $ | +27.763 $ | +4,6 % |
| Capital Wealth Alliance, LLC | 655.448 $ | -28.007 $ | -4,1 % | 683.455 $ | +86.175 $ | +14,4 % | 597.280 $ | +57.625 $ | +10,7 % | 539.655 $ | ||
| Skyline Advisors, Inc. | 682.581 $ | +420.089 $ | +160,0 % | 262.492 $ | +2.010 $ | +0,8 % | 260.482 $ | -325.314 $ | -55,5 % | 585.796 $ | +4.457 $ | +0,8 % |
| PATRON PARTNERS, LLC | 681.248 $ | +473.914 $ | +228,6 % | 207.334 $ | -22.649 $ | -9,8 % | 229.983 $ | +2.486 $ | +1,1 % | 227.497 $ | ||
| Third View Private Wealth, LLC | 680.983 $ | +391.292 $ | +135,1 % | 289.691 $ | ||||||||
| Trexquant Investment LP | 680.715 $ | +398.044 $ | +140,8 % | 282.671 $ | -85.988 $ | -23,3 % | 368.659 $ | +4.146 $ | +1,1 % | 364.513 $ | -10.279.925 $ | -96,6 % |
| MELFA WEALTH MANAGEMENT, INC. | 647.524 $ | -33.053 $ | -4,9 % | 680.577 $ | +138.743 $ | +25,6 % | 541.834 $ | +138.379 $ | +34,3 % | 403.455 $ | +103.585 $ | +34,5 % |
| McElhenny Sheffield Capital Management, LLC | 680.568 $ | +4.839 $ | +0,7 % | |||||||||
| Keystone Wealth Services, LLC | 678.423 $ | +205.310 $ | +43,4 % | 473.113 $ | +78.028 $ | +19,7 % | ||||||
| Hutchens & Kramer Investment Management Group, LLC | 676.930 $ | +14.060 $ | +2,1 % | 662.870 $ | +67.349 $ | +11,3 % | ||||||
| Monetary Solutions, Ltd | 665.311 $ | -943 $ | -0,1 % | 666.254 $ | -3.406 $ | -0,5 % | 669.660 $ | |||||
| Sterling Capital Management LLC | 634.370 $ | +79.745 $ | +14,4 % | 554.625 $ | -114.101 $ | -17,1 % | 668.726 $ | +170.507 $ | +34,2 % | 498.219 $ | -184.173 $ | -27,0 % |
| WEALTH ALLIANCE, LLC | 664.319 $ | +178.176 $ | +36,7 % | 486.143 $ | +30.998 $ | +6,8 % | 455.145 $ | +5.461 $ | +1,2 % | 449.684 $ | +7.260 $ | +1,6 % |
| CABANA LLC | 663.684 $ | +92.086 $ | +16,1 % | 571.598 $ | +37.813 $ | +7,1 % | 533.785 $ | |||||
| Matisse Capital | 663.356 $ | +346.276 $ | +109,2 % | 317.080 $ | -1.840 $ | -0,6 % | 318.920 $ | -800 $ | -0,3 % | 319.720 $ | +1.720 $ | +0,5 % |
| GW HENSSLER & ASSOCIATES LTD | 663.193 $ | +296.272 $ | +80,7 % | 366.921 $ | -33.210 $ | -8,3 % | 400.131 $ | +8.217 $ | +2,1 % | 391.914 $ | -18.109 $ | -4,4 % |
| MBL Wealth, LLC | 661.200 $ | -800 $ | -0,1 % | 662.000 $ | +410.750 $ | +163,5 % | 251.250 $ | |||||
| Owl Creek Wealth Partners LLC | 661.201 $ | +8.329 $ | +1,3 % | 652.872 $ | ||||||||
| Plan Group Financial, LLC | 660.960 $ | +395.920 $ | +149,4 % | 265.040 $ | -31.394 $ | -10,6 % | 296.434 $ | -60.508 $ | -17,0 % | 356.942 $ | -44.636 $ | -11,1 % |
| CHILDRESS CAPITAL ADVISORS, LLC | 605.012 $ | -54.760 $ | -8,3 % | 659.772 $ | +13.549 $ | +2,1 % | 646.223 $ | +57.758 $ | +9,8 % | |||
| WILLIAM JOHN SEMPOLINSKI | 658.320 $ | |||||||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 554.886 $ | -102.325 $ | -15,6 % | 657.211 $ | +240.751 $ | +57,8 % | 416.460 $ | -65.261 $ | -13,5 % | 481.721 $ | ||
| Gould Capital, LLC | 225.939 $ | -430.050 $ | -65,6 % | 655.989 $ | +43.071 $ | +7,0 % | 612.918 $ | +501.080 $ | +448,0 % | 111.838 $ | +83.660 $ | +296,9 % |
| NerdWallet Wealth Partners, LLC | 337.071 $ | -15.048 $ | -4,3 % | 352.119 $ | -282.269 $ | -44,5 % | 634.388 $ | -20.856 $ | -3,2 % | 655.244 $ | ||
| Weaver Consulting Group | 584.822 $ | -66.126 $ | -10,2 % | 650.948 $ | -3.482 $ | -0,5 % | 654.430 $ | +50.442 $ | +8,4 % | 603.988 $ | +3.695 $ | +0,6 % |
| Second Line Capital, LLC | 653.726 $ | |||||||||||
| Forefront Analytics, LLC | 651.000 $ | +19.000 $ | +3,0 % | |||||||||
| PRINCETON CAPITAL MANAGEMENT LLC | 649.762 $ | +329 $ | +0,1 % | 649.433 $ | +40.661 $ | +6,7 % | 608.772 $ | +74.684 $ | +14,0 % | 534.088 $ | +41.881 $ | +8,5 % |
| Sequent Planning LLC | 648.899 $ | +110.713 $ | +20,6 % | 538.186 $ | +323.678 $ | +150,9 % | 214.508 $ | -21.250 $ | -9,0 % | 235.758 $ | -6.728 $ | -2,8 % |
| STOCK YARDS BANK & TRUST CO | 413.425 $ | +58.612 $ | +16,5 % | 354.813 $ | -293.589 $ | -45,3 % | 648.402 $ | +393.186 $ | +154,1 % | 255.216 $ | +1.370 $ | +0,5 % |
| Park Capital Management, LLC / WI | 647.174 $ | +274.228 $ | +73,5 % | 372.946 $ | -41.004 $ | -9,9 % | 413.950 $ | +4.250 $ | +1,0 % | 409.700 $ | +38.420 $ | +10,3 % |
| TOTH FINANCIAL ADVISORY CORP | 519.470 $ | -23.708 $ | -4,4 % | 543.178 $ | -101.534 $ | -15,7 % | 644.712 $ | +125.881 $ | +24,3 % | 518.831 $ | +239.738 $ | +85,9 % |
| OFC FINANCIAL PLANNING, LLC | 564.190 $ | -79.115 $ | -12,3 % | 643.305 $ | +5.932 $ | +0,9 % | 637.373 $ | +37.187 $ | +6,2 % | 600.186 $ | -177.598 $ | -22,8 % |
| Everest Private Wealth | 632.030 $ | -6.108 $ | -1,0 % | 638.138 $ | +135.205 $ | +26,9 % | 502.933 $ | |||||
| Quadrant Private Wealth Management, LLC | 637.708 $ | +83.335 $ | +15,0 % | 554.373 $ | ||||||||
| International Private Wealth Advisors LLC | 607.808 $ | -736 $ | -0,1 % | 608.544 $ | -27.956 $ | -4,4 % | 636.500 $ | |||||
| Hudson Oak Wealth Advisory LLC | 633.109 $ | -2.716 $ | -0,4 % | 635.825 $ | +19.193 $ | +3,1 % | 616.632 $ | |||||
| Fearless Solutions, LLC dba Best Invest | 634.876 $ | +51.424 $ | +8,8 % | 583.452 $ | -37.108 $ | -6,0 % | 620.560 $ | +17.071 $ | +2,8 % | 603.489 $ | +42.147 $ | +7,5 % |
| Vawter Financial, Ltd. | 633.986 $ | +289.346 $ | +84,0 % | 344.640 $ | -80.934 $ | -19,0 % | 425.574 $ | +10.804 $ | +2,6 % | 414.770 $ | ||
| Lewis Asset Management, LLC | 632.650 $ | +85.423 $ | +15,6 % | 547.227 $ | -68.420 $ | -11,1 % | 615.647 $ | +2.297 $ | +0,4 % | 613.350 $ | +56.536 $ | +10,2 % |
| Flagstone Financial Management | 625.896 $ | -6.048 $ | -1,0 % | 631.944 $ | +30.906 $ | +5,1 % | 601.038 $ | -1.003 $ | -0,2 % | 602.041 $ | +29.121 $ | +5,1 % |
| Goldstein Advisors, LLC | 239.516 $ | -331.079 $ | -58,0 % | 570.595 $ | -60.737 $ | -9,6 % | 631.332 $ | +141.853 $ | +29,0 % | 489.479 $ | +45.279 $ | +10,2 % |
| CFG Wealth Management Services, Inc. | 629.071 $ | +0 $ | +0,0 % | 629.071 $ | -2.042 $ | -0,3 % | 631.113 $ | |||||
| OXFORD FINANCIAL GROUP, LTD. LLC | 629.478 $ | +544.392 $ | +639,8 % | 85.086 $ | -5.335 $ | -5,9 % | 90.421 $ | +2.549 $ | +2,9 % | 87.872 $ | +6.901 $ | +8,5 % |
| Wallington Asset Management, LLC | 591.935 $ | +16.038 $ | +2,8 % | 575.897 $ | -53.571 $ | -8,5 % | 629.468 $ | +49.576 $ | +8,5 % | 579.892 $ | +3.517 $ | +0,6 % |
| CAHILL FINANCIAL ADVISORS INC | 264.183 $ | +36.030 $ | +15,8 % | 228.153 $ | -326.945 $ | -58,9 % | 555.098 $ | -73.840 $ | -11,7 % | 628.938 $ | +13.103 $ | +2,1 % |
| Corundum Trust Company, INC | 627.058 $ | |||||||||||
| Private Harbour Investment Management & Counsel, LLC | 626.368 $ | +7.238 $ | +1,2 % | 619.130 $ | +6.073 $ | +1,0 % | 613.057 $ | -13.236 $ | -2,1 % | 626.293 $ | -20.682 $ | -3,2 % |
| ACCESS FINANCIAL SERVICES, INC. | 624.921 $ | +295.067 $ | +89,5 % | 329.854 $ | +2.345 $ | +0,7 % | ||||||
| SENTINEL PENSION ADVISORS, LLC | 623.319 $ | +94.521 $ | +17,9 % | 528.798 $ | -5.895 $ | -1,1 % | 534.693 $ | +188.827 $ | +54,6 % | 345.866 $ | +38.564 $ | +12,5 % |
| Fortune Financial Group, Inc. | 590.617 $ | -15.361 $ | -2,5 % | 605.978 $ | -16.022 $ | -2,6 % | 622.000 $ | |||||
| Resurgent Financial Advisors LLC | 609.863 $ | -11.830 $ | -1,9 % | 621.693 $ | +79.515 $ | +14,7 % | 542.178 $ | +316.358 $ | +140,1 % | |||
| Old North State Wealth Management, LLC | 474.177 $ | -75.790 $ | -13,8 % | 549.967 $ | -31.202 $ | -5,4 % | 581.169 $ | -40.266 $ | -6,5 % | 621.435 $ | +50.514 $ | +8,8 % |
| McMillan Office, Inc. | 621.128 $ | +30.132 $ | +5,1 % | 590.996 $ | -553 $ | -0,1 % | 591.549 $ | |||||
| Redwood Financial Network Corp | 620.253 $ | +5.765 $ | +0,9 % | 614.488 $ | +226.587 $ | +58,4 % | ||||||
| Caerus Investment Advisors, LLC | 619.845 $ | +38.549 $ | +6,6 % | 581.296 $ | ||||||||
| Financial Security Advisor, Inc. | 616.708 $ | +89.661 $ | +17,0 % | 527.047 $ | +20.357 $ | +4,0 % | 506.690 $ | +6.075 $ | +1,2 % | 500.615 $ | +27.017 $ | +5,7 % |
| DHJJ Financial Advisors, Ltd. | 243.678 $ | -372.096 $ | -60,4 % | 615.774 $ | +428.386 $ | +228,6 % | 187.388 $ | -782 $ | -0,4 % | 188.170 $ | -42.587 $ | -18,5 % |
| SUMMITRY LLC | 614.808 $ | |||||||||||
| Barnes Wealth Management Group, Inc | 614.639 $ | +211.630 $ | +52,5 % | 403.009 $ | -2.577 $ | -0,6 % | 405.586 $ | +7.854 $ | +2,0 % | 397.732 $ | +32.111 $ | +8,8 % |
| Taylor & Morgan Wealth Management, LLC | 613.153 $ | +84.016 $ | +15,9 % | 529.137 $ | +8.180 $ | +1,6 % | 520.957 $ | +2.300 $ | +0,4 % | 518.657 $ | -57.848 $ | -10,0 % |
| Shelter Rock Management, LLC | 611.898 $ | +349.950 $ | +133,6 % | 261.948 $ | +6.647 $ | +2,6 % | 255.301 $ | |||||
| MOR Wealth Management, LLC | 459.477 $ | +41.229 $ | +9,9 % | 418.248 $ | -192.085 $ | -31,5 % | 610.333 $ | |||||
| Briggs Wealth Management, Inc | 609.942 $ | +405.744 $ | +198,7 % | 204.198 $ | -1.062 $ | -0,5 % | 205.260 $ | |||||
| Haven Private, LLC | 517.776 $ | -20.789 $ | -3,9 % | 538.565 $ | -66.938 $ | -11,1 % | 605.503 $ | +161.262 $ | +36,3 % | 444.241 $ | -60.325 $ | -12,0 % |
| Bridgewealth Advisory Group, LLC | 601.523 $ | +300.556 $ | +99,9 % | 300.967 $ | ||||||||
| Wealth Care LLC | 601.507 $ | +79.586 $ | +15,2 % | 521.921 $ | ||||||||
| FARMERS TRUST CO | 593.272 $ | -3.949 $ | -0,7 % | 597.221 $ | -3.948 $ | -0,7 % | 601.169 $ | -13.109 $ | -2,1 % | |||
| TopTier Wealth Management, LLC | 493.425 $ | -107.609 $ | -17,9 % | 601.034 $ | +145.415 $ | +31,9 % | 455.619 $ | |||||
| Cassilly Financial Group LLC | 597.582 $ | +242.875 $ | +68,5 % | 354.707 $ | -9.080 $ | -2,5 % | 363.787 $ | |||||
| Pacific Excel Wealth Advisors, Inc. | 596.170 $ | +224.739 $ | +60,5 % | 371.431 $ | ||||||||
| JFG Wealth Management, LLC | 595.070 $ | +17.621 $ | +3,1 % | |||||||||
| WMG Financial Advisors, LLC | 249.526 $ | -343.884 $ | -58,0 % | 593.410 $ | +309.284 $ | +108,9 % | ||||||
| Compass Wealth Management LLC | 593.039 $ | +33.919 $ | +6,1 % | 559.120 $ | +52.432 $ | +10,3 % | ||||||
| SmartHarvest Portfolios, LLC | 590.009 $ | +285.903 $ | +94,0 % | 304.106 $ | +91.297 $ | +42,9 % | 212.809 $ | |||||
| NATURAL INVESTMENTS, LLC | 588.000 $ | +41.000 $ | +7,5 % | 547.000 $ | +158.000 $ | +40,6 % | 389.000 $ | -42.000 $ | -9,7 % | 431.000 $ | -6.000 $ | -1,4 % |
| Aspiring Ventures, LLC | 520.992 $ | -31.831 $ | -5,8 % | 552.823 $ | -34.664 $ | -5,9 % | 587.487 $ | |||||
| River Wealth Advisors LLC | 586.390 $ | +75.164 $ | +14,7 % | 511.226 $ | -32.055 $ | -5,9 % | 543.281 $ | +3.109 $ | +0,6 % | 540.172 $ | +42.424 $ | +8,5 % |
| BlueChip Wealth Advisors LLC | 586.387 $ | +41.249 $ | +7,6 % | 545.138 $ | -2.836 $ | -0,5 % | 547.974 $ | +14.392 $ | +2,7 % | 533.582 $ | +25.952 $ | +5,1 % |
| Freestate Advisors LLC | 488.021 $ | +11.198 $ | +2,3 % | 476.823 $ | +232.496 $ | +95,2 % | 244.327 $ | -341.091 $ | -58,3 % | 585.418 $ | +87.703 $ | +17,6 % |
| RiverGlades Family Offices LLC | 583.675 $ | -706 $ | -0,1 % | 584.381 $ | +5.367 $ | +0,9 % | 579.014 $ | +8.192 $ | +1,4 % | |||
| Wealth Management Associates, Inc. | 569.500 $ | +22.674 $ | +4,1 % | 546.826 $ | -34.229 $ | -5,9 % | 581.055 $ | +1.419 $ | +0,2 % | 579.636 $ | +22.367 $ | +4,0 % |
| FULTON BREAKEFIELD BROENNIMAN LLC | 570.533 $ | +93.840 $ | +19,7 % | 476.693 $ | +3.093 $ | +0,7 % | 473.600 $ | -102.700 $ | -17,8 % | 576.300 $ | +29.393 $ | +5,4 % |
| Legacy Capital Group California, Inc. | 575.539 $ | |||||||||||
| FOCUSED ALPHA, LLC | 573.925 $ | |||||||||||
| ARGUS INVESTORS' COUNSEL, INC. | 457.468 $ | +10.122 $ | +2,3 % | 447.346 $ | -123.075 $ | -21,6 % | 570.421 $ | -2.536 $ | -0,4 % | 572.957 $ | +4.623 $ | +0,8 % |
| Pacific Center for Financial Services | 572.842 $ | +77.930 $ | +15,7 % | 494.912 $ | -15.289 $ | -3,0 % | 510.201 $ | +0 $ | +0,0 % | 510.201 $ | +38.445 $ | +8,1 % |
| NORTHSTAR ASSET MANAGEMENT Co | 345.325 $ | -102.474 $ | -22,9 % | 447.799 $ | -74.776 $ | -14,3 % | 522.575 $ | -50.235 $ | -8,8 % | 572.810 $ | +14.483 $ | +2,6 % |
| FWL INVESTMENT MANAGEMENT, LLC | 568.939 $ | +92.979 $ | +19,5 % | 475.960 $ | -52.986 $ | -10,0 % | 528.946 $ | +40.082 $ | +8,2 % | 488.864 $ | +56.440 $ | +13,1 % |
| Thoma Capital Management LLC | 565.651 $ | |||||||||||
| POTOMAC FUND MANAGEMENT INC /ADV | 554.079 $ | -10.143 $ | -1,8 % | 564.222 $ | +61.386 $ | +12,2 % | 502.836 $ | -504 $ | -0,1 % | 503.340 $ | +16.518 $ | +3,4 % |
| Shulman DeMeo Asset Management LLC | 564.158 $ | +65.296 $ | +13,1 % | 498.862 $ | +18.944 $ | +3,9 % | 479.918 $ | +14.733 $ | +3,2 % | 465.185 $ | +27.147 $ | +6,2 % |
| MARIPAU WEALTH MANAGEMENT LLC | 526.584 $ | +7.612 $ | +1,5 % | 518.972 $ | -10.824 $ | -2,0 % | 529.796 $ | -34.079 $ | -6,0 % | 563.875 $ | -1.243.540 $ | -68,8 % |
| Concorde Asset Management, LLC | 219.039 $ | -290.648 $ | -57,0 % | 509.687 $ | -53.636 $ | -9,5 % | 563.323 $ | |||||
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 560.949 $ | -22.025 $ | -3,8 % | |||||||||
| BTC Capital Management, Inc. | 286.217 $ | +38.995 $ | +15,8 % | 247.222 $ | -312.887 $ | -55,9 % | 560.109 $ | |||||
| Financial Advisors Network, Inc. | 559.748 $ | +107.288 $ | +23,7 % | 452.460 $ | +3.050 $ | +0,7 % | 449.410 $ | +7.844 $ | +1,8 % | 441.566 $ | +47.983 $ | +12,2 % |
| Granite Harbor Advisors, Inc. | 200.498 $ | -359.170 $ | -64,2 % | 559.668 $ | ||||||||
| Vertex Planning Partners, LLC | 282.077 $ | +39.991 $ | +16,5 % | 242.086 $ | -39.157 $ | -13,9 % | 281.243 $ | -278.172 $ | -49,7 % | 559.415 $ | +38.102 $ | +7,3 % |
| WIREGRASS INVESTMENT MANAGEMENT LLC | 553.210 $ | -1.680 $ | -0,3 % | 554.890 $ | -3.220 $ | -0,6 % | 558.110 $ | |||||
| Members Trust Co | 549.375 $ | -8.491 $ | -1,5 % | 557.866 $ | +43.731 $ | +8,5 % | 514.135 $ | -11.651 $ | -2,2 % | 525.786 $ | +15.910 $ | +3,1 % |
| Trail Ridge Investment Advisors, LLC | 557.346 $ | +95.003 $ | +20,5 % | 462.343 $ | -1.091 $ | -0,2 % | 463.434 $ | -1.418 $ | -0,3 % | 464.852 $ | +19.198 $ | +4,3 % |
| Ring Mountain Capital, LLC | 557.196 $ | +99.196 $ | +21,7 % | 458.000 $ | -44.000 $ | -8,8 % | 502.000 $ | +13.000 $ | +2,7 % | 489.000 $ | +33.678 $ | +7,4 % |
| Fi3 FINANCIAL ADVISORS, LLC | 554.100 $ | +340.695 $ | +159,6 % | 213.405 $ | +1.517 $ | +0,7 % | ||||||
| WT Wealth Management | 550.720 $ | +9.152 $ | +1,7 % | 541.568 $ | +14.413 $ | +2,7 % | 527.155 $ | +22.335 $ | +4,4 % | 504.820 $ | +40.725 $ | +8,8 % |
| Elevate Capital Advisors, LLC | 549.445 $ | |||||||||||
| Adelphi Trust Co | 547.260 $ | +74.560 $ | +15,8 % | 472.700 $ | -29.640 $ | -5,9 % | 502.340 $ | |||||
| Ameraudi Asset Management, Inc. | 245.239 $ | -76.510 $ | -23,8 % | 321.749 $ | -223.794 $ | -41,0 % | 545.543 $ | -910 $ | -0,2 % | 546.453 $ | -297.047 $ | -35,2 % |
| Victrix Investment Advisors | 546.133 $ | +325.171 $ | +147,2 % | 220.962 $ | ||||||||
| Carmel Capital Partners, LLC | 546.033 $ | +280.627 $ | +105,7 % | 265.406 $ | -24.022 $ | -8,3 % | 289.428 $ | |||||
| NFSG Corp | 536.670 $ | -7.680 $ | -1,4 % | 544.350 $ | +56.616 $ | +11,6 % | 487.734 $ | -19.306 $ | -3,8 % | 507.040 $ | +158.604 $ | +45,5 % |
| CAHABA WEALTH MANAGEMENT, INC. | 282.663 $ | -173.295 $ | -38,0 % | 455.958 $ | +181.677 $ | +66,2 % | 274.281 $ | -268.815 $ | -49,5 % | 543.096 $ | -936.266 $ | -63,3 % |
| Trademark Financial Management, LLC | 529.474 $ | -12.983 $ | -2,4 % | 542.457 $ | +199.205 $ | +58,0 % | 343.252 $ | -79.812 $ | -18,9 % | 423.064 $ | +166.134 $ | +64,7 % |
| Mainsail Financial Group, LLC | 542.424 $ | |||||||||||
| MW ADVISORY, LLC | 541.968 $ | |||||||||||
| Integris Wealth Management, LLC | 378.908 $ | +54.526 $ | +16,8 % | 324.382 $ | -5.098 $ | -1,5 % | 329.480 $ | -212.441 $ | -39,2 % | 541.921 $ | -30.296 $ | -5,3 % |
| CCM INVESTMENT ADVISERS LLC | 541.272 $ | |||||||||||
| Olistico Wealth, LLC | 540.175 $ | +56.303 $ | +11,6 % | 483.872 $ | +6.174 $ | +1,3 % | 477.698 $ | +196.809 $ | +70,1 % | 280.889 $ | -166.334 $ | -37,2 % |
| Sidoxia Capital Management, LLC | 539.904 $ | +16.196 $ | +3,1 % | 523.708 $ | ||||||||
| Ironwood Financial, llc | 539.546 $ | +78.598 $ | +17,1 % | 460.948 $ | -7.707 $ | -1,6 % | 468.655 $ | +25.209 $ | +5,7 % | 443.446 $ | +56.038 $ | +14,5 % |
| OakTrust Wealth Advisors, LLC | 538.594 $ | +5.283 $ | +1,0 % | 533.311 $ | ||||||||
| LOM Asset Management Ltd | 537.887 $ | +285.672 $ | +113,3 % | 252.215 $ | +7.715 $ | +3,2 % | 244.500 $ | +218.500 $ | +840,4 % | 26.000 $ | +2.000 $ | +8,3 % |
| AUGUSTINE ASSET MANAGEMENT INC | 489.275 $ | -48.176 $ | -9,0 % | 537.451 $ | ||||||||
| Beacon Financial Advisory LLC | 329.898 $ | +15.665 $ | +5,0 % | 314.233 $ | -220.654 $ | -41,3 % | 534.887 $ | +1.292 $ | +0,2 % | 533.595 $ | +247.465 $ | +86,5 % |
| COWA, LLC | 534.295 $ | +96.373 $ | +22,0 % | 437.922 $ | -33.149 $ | -7,0 % | 471.071 $ | +43.863 $ | +10,3 % | 427.208 $ | +62.517 $ | +17,1 % |
| LaFleur & Godfrey LLC | 507.373 $ | -21.755 $ | -4,1 % | 529.128 $ | -3.070 $ | -0,6 % | 532.198 $ | -1.335 $ | -0,3 % | 533.533 $ | -306.199 $ | -36,5 % |
| Platt Wealth Management LLC | 533.000 $ | +130.000 $ | +32,3 % | 403.000 $ | +139.000 $ | +52,7 % | 264.000 $ | |||||
| RESOLUTE WEALTH ADVISOR, INC. | 531.712 $ | +0 $ | +0,0 % | 531.712 $ | +0 $ | +0,0 % | ||||||
| Financial Network Wealth Advisors LLC | 530.754 $ | +75.633 $ | +16,6 % | 455.121 $ | +24.117 $ | +5,6 % | 431.004 $ | +16.263 $ | +3,9 % | 414.741 $ | -24.680 $ | -5,6 % |
| Security National Bank | 324.023 $ | -1.140 $ | -0,4 % | 325.163 $ | -278 $ | -0,1 % | 325.441 $ | -204.774 $ | -38,6 % | 530.215 $ | +203.557 $ | +62,3 % |
| Centerline Wealth Advisors, LLC | 528.361 $ | +99.313 $ | +23,1 % | 429.048 $ | ||||||||
| TERRIL BROTHERS, INC. | 455.837 $ | -72.384 $ | -13,7 % | 528.221 $ | ||||||||
| JHP Wealth Management, LLC | 528.191 $ | +75.463 $ | +16,7 % | 452.728 $ | -49.124 $ | -9,8 % | 501.852 $ | |||||
| First International Bank of Israel Ltd. | 245.467 $ | -278.679 $ | -53,2 % | 524.146 $ | -3.232 $ | -0,6 % | 527.378 $ | +65.562 $ | +14,2 % | |||
| WALLER FINANCIAL PLANNING GROUP, INC | 485.769 $ | +204.336 $ | +72,6 % | 281.433 $ | -245.878 $ | -46,6 % | 527.311 $ | +244.029 $ | +86,1 % | 283.282 $ | +1.697 $ | +0,6 % |
| Eddie Patel Inc | 343.861 $ | -182.820 $ | -34,7 % | 526.681 $ | +262.340 $ | +99,2 % | 264.341 $ | |||||
| NORTH STAR ASSET MANAGEMENT INC | 526.514 $ | +305.138 $ | +137,8 % | 221.376 $ | -230.615 $ | -51,0 % | 451.991 $ | -42.449 $ | -8,6 % | 494.440 $ | +22.568 $ | +4,8 % |
| Private Capital Management, LLC | 525.601 $ | +8.672 $ | +1,7 % | 516.929 $ | -3.564 $ | -0,7 % | 520.493 $ | -3.522 $ | -0,7 % | 524.015 $ | -21.584 $ | -4,0 % |
| Silicon Valley Capital Partners | 494.275 $ | -30.305 $ | -5,8 % | 524.580 $ | +9.735 $ | +1,9 % | 514.845 $ | +180.603 $ | +54,0 % | |||
| GoalVest Advisory LLC | 522.140 $ | +69.184 $ | +15,3 % | 452.956 $ | -68.380 $ | -13,1 % | 521.336 $ | |||||
| Court Place Advisors, LLC | 520.824 $ | +2.802 $ | +0,5 % | |||||||||
| Smith Salley Wealth Management | 520.506 $ | +92.431 $ | +21,6 % | 428.075 $ | -38.745 $ | -8,3 % | 466.820 $ | +9.587 $ | +2,1 % | 457.233 $ | +140.001 $ | +44,1 % |
| Granite Bay Wealth Management, LLC | 520.000 $ | |||||||||||
| Vanguard Capital Wealth Advisors | 234.881 $ | -284.992 $ | -54,8 % | 519.873 $ | +249.883 $ | +92,6 % | 269.990 $ | |||||
| Capital Management Associates, Inc | 519.840 $ | +224.588 $ | +76,1 % | 295.252 $ | -204.523 $ | -40,9 % | 499.775 $ | |||||
| Unique Wealth Strategies, LLC | 495.341 $ | -24.417 $ | -4,7 % | 519.758 $ | +290.257 $ | +126,5 % | ||||||
| Sunflower Bank, N.A. | 245.888 $ | -19.586 $ | -7,4 % | 265.474 $ | -239.557 $ | -47,4 % | 505.031 $ | -14.456 $ | -2,8 % | 519.487 $ | +1.302 $ | +0,3 % |
| Financial Life Planners | 519.255 $ | +55.844 $ | +12,1 % | 463.411 $ | +62.852 $ | +15,7 % | 400.559 $ | -44.319 $ | -10,0 % | 444.878 $ | +78.713 $ | +21,5 % |
| Convergence Financial, LLC | 516.504 $ | +39.064 $ | +8,2 % | 477.440 $ | ||||||||
| Clarity Financial LLC | 397.058 $ | -119.299 $ | -23,1 % | 516.357 $ | +194.553 $ | +60,5 % | 321.804 $ | -32.270 $ | -9,1 % | 354.074 $ | +20.890 $ | +6,3 % |
| JPL Wealth Management, LLC | 515.619 $ | +45.239 $ | +9,6 % | 470.380 $ | +42 $ | +0,0 % | 470.338 $ | -42.550 $ | -8,3 % | 512.888 $ | +91.048 $ | +21,6 % |
| Fonville Wealth Management LLC | 513.243 $ | +214.712 $ | +71,9 % | 298.531 $ | -1.732 $ | -0,6 % | 300.263 $ | -8.826 $ | -2,9 % | 309.089 $ | -2.313 $ | -0,7 % |
| KERR FINANCIAL PLANNING Corp | 213.243 $ | +7.001 $ | +3,4 % | 206.242 $ | -229.129 $ | -52,6 % | 435.371 $ | -77.583 $ | -15,1 % | 512.954 $ | ||
| ANCHYRA PARTNERS LLC | 512.716 $ | +21.538 $ | +4,4 % | 491.178 $ | ||||||||
| John W. Brooker & Co., CPAs | 510.566 $ | |||||||||||
| Texas Bank & Trust Co | 509.077 $ | +40.942 $ | +8,7 % | 468.135 $ | -4.211 $ | -0,9 % | 472.346 $ | -4.303 $ | -0,9 % | 476.649 $ | -47.844 $ | -9,1 % |
| Kilter Group LLC | 439.309 $ | -64.401 $ | -12,8 % | 503.710 $ | +382.669 $ | +316,1 % | 121.041 $ | +30.512 $ | +33,7 % | 90.529 $ | +5.013 $ | +5,9 % |
| J. Safra Sarasin Holding AG | 502.775 $ | +283.052 $ | +128,8 % | 219.723 $ | ||||||||
| Talisman Wealth Advisors LLC | 502.728 $ | +290.887 $ | +137,3 % | 211.841 $ | ||||||||
| Cordgrass Capital Advisors, LLC | 502.560 $ | +120.180 $ | +31,4 % | 382.380 $ | +189.516 $ | +98,3 % | 192.864 $ | |||||
| DOLIVER ADVISORS, LP | 500.591 $ | |||||||||||
| ROBINSON SMITH WEALTH ADVISORS LLC | 499.666 $ | +202.483 $ | +68,1 % | 297.183 $ | -17.272 $ | -5,5 % | 314.455 $ | -1.668 $ | -0,5 % | 316.123 $ | -9.929 $ | -3,0 % |
| DELTA FINANCIAL ADVISORS LLC | 495.082 $ | -1.105 $ | -0,2 % | 496.187 $ | -3.340 $ | -0,7 % | 499.527 $ | +285.046 $ | +132,9 % | 214.481 $ | ||
| Chris Bulman Inc | 493.129 $ | -2.880 $ | -0,6 % | 496.009 $ | -1.610 $ | -0,3 % | 497.619 $ | -1.017 $ | -0,2 % | 498.636 $ | +593 $ | +0,1 % |
| VestGen Investment Management | 361.186 $ | -11.409 $ | -3,1 % | 372.595 $ | -95.474 $ | -20,4 % | 468.069 $ | -29.003 $ | -5,8 % | 497.072 $ | +18.751 $ | +3,9 % |
| ELCO Management Co., LLC | 496.050 $ | |||||||||||
| WPG Advisers, LLC | 285.408 $ | +7.857 $ | +2,8 % | 277.551 $ | -178.253 $ | -39,1 % | 455.804 $ | -40.100 $ | -8,1 % | 495.904 $ | +32.928 $ | +7,1 % |
| Verisail Partners, LLC | 257.868 $ | -312 $ | -0,1 % | 258.180 $ | -234.591 $ | -47,6 % | 492.771 $ | +1.205 $ | +0,2 % | 491.566 $ | -1.247.202 $ | -71,7 % |
| SwitchPoint Financial Planning, LLC | 483.372 $ | +487 $ | +0,1 % | 482.885 $ | -373 $ | -0,1 % | 483.258 $ | -9.469 $ | -1,9 % | 492.727 $ | +7.358 $ | +1,5 % |
| Foundation Wealth Management, LLC | 326.170 $ | -30.328 $ | -8,5 % | 356.498 $ | -39.195 $ | -9,9 % | 395.693 $ | -95.303 $ | -19,4 % | 490.996 $ | +738 $ | +0,2 % |
| Nova Wealth Management, Inc. | 489.928 $ | +229.044 $ | +87,8 % | 260.884 $ | +56.730 $ | +27,8 % | 204.154 $ | -22.494 $ | -9,9 % | 226.648 $ | -799.566 $ | -77,9 % |
| TOUNJIAN ADVISORY PARTNERS, LLC | 488.297 $ | +150.345 $ | +44,5 % | 337.952 $ | ||||||||
| JACOBS & CO/CA | 488.000 $ | +258.000 $ | +112,2 % | 230.000 $ | -25.000 $ | -9,8 % | 255.000 $ | -228.000 $ | -47,2 % | 483.000 $ | +254.000 $ | +110,9 % |
| Mason & Associates, LLC | 485.420 $ | +52.899 $ | +12,2 % | 432.521 $ | -44.702 $ | -9,4 % | 477.223 $ | +18.386 $ | +4,0 % | 458.837 $ | +0 $ | +0,0 % |
| LAM GROUP, INC. | 88.405 $ | +13.480 $ | +18,0 % | 74.925 $ | -410.442 $ | -84,6 % | 485.367 $ | |||||
| Ameliora Wealth Management Ltd. | 484.432 $ | +98.632 $ | +25,6 % | 385.800 $ | +13.112 $ | +3,5 % | 372.688 $ | -1.602 $ | -0,4 % | 374.290 $ | -33.139 $ | -8,1 % |
| ArborFi Advisors, LLC | 484.277 $ | -360.039 $ | -42,6 % | |||||||||
| Realta Investment Advisors | 482.304 $ | +248.353 $ | +106,2 % | 233.951 $ | -1.217 $ | -0,5 % | 235.168 $ | +6.176 $ | +2,7 % | 228.992 $ | +12.730 $ | +5,9 % |
| Regent Peak Wealth Advisors LLC | 482.228 $ | +68.366 $ | +16,5 % | 413.862 $ | -45.502 $ | -9,9 % | 459.364 $ | +4.716 $ | +1,0 % | 454.648 $ | ||
| Gen-Wealth Partners Inc | 481.742 $ | +61.830 $ | +14,7 % | 419.912 $ | -15.700 $ | -3,6 % | 435.612 $ | +9.680 $ | +2,3 % | 425.932 $ | +29.001 $ | +7,3 % |
| LMG Wealth Partners, LLC | 481.451 $ | +42.454 $ | +9,7 % | 438.997 $ | ||||||||
| Slagle Financial, LLC | 282.243 $ | -3.385 $ | -1,2 % | 285.628 $ | -175.119 $ | -38,0 % | 460.747 $ | -15.914 $ | -3,3 % | 476.661 $ | -22.925 $ | -4,6 % |
| TCFG WEALTH MANAGEMENT, LLC | 472.687 $ | -2.743 $ | -0,6 % | 475.430 $ | -1.193 $ | -0,3 % | 476.623 $ | -222.873 $ | -31,9 % | |||
| MEYER HANDELMAN CO | 465.459 $ | -3.688 $ | -0,8 % | 469.147 $ | -6.400 $ | -1,3 % | 475.547 $ | +3.209 $ | +0,7 % | 472.338 $ | +1.200 $ | +0,3 % |
| Quadcap Wealth Management, LLC | 474.108 $ | +947 $ | +0,2 % | 473.161 $ | -437 $ | -0,1 % | 473.598 $ | |||||
| Coquina Private Wealth LLC | 470.715 $ | +236.468 $ | +100,9 % | 234.247 $ | -239.620 $ | -50,6 % | 473.867 $ | |||||
| DLK Investment Management, LLC | 472.954 $ | |||||||||||
| Bedminster, LLC | 472.788 $ | +147.032 $ | +45,1 % | 325.756 $ | +63.443 $ | +24,2 % | 262.313 $ | |||||
| TCFG Investment Advisors, LLC | 471.256 $ | -1.431 $ | -0,3 % | 472.687 $ | ||||||||
| Pine Harbor Wealth Management, LLC | 472.534 $ | +2.628 $ | +0,6 % | 469.906 $ | +209.202 $ | +80,2 % | 260.704 $ | +5.174 $ | +2,0 % | 255.530 $ | -101.136 $ | -28,4 % |
| Per Stirling Capital Management, LLC. | 472.322 $ | +74.224 $ | +18,6 % | 398.098 $ | -41.680 $ | -9,5 % | 439.778 $ | +5.798 $ | +1,3 % | 433.980 $ | -8.999 $ | -2,0 % |
| Selective Wealth Management, Inc. | 471.989 $ | |||||||||||
| Schaeffer Financial LLC | 469.693 $ | -2.143 $ | -0,5 % | 471.836 $ | +249.282 $ | +112,0 % | 222.554 $ | +2.463 $ | +1,1 % | 220.091 $ | +3.568 $ | +1,6 % |
| Alpine Bank Wealth Management | 470.567 $ | +106.352 $ | +29,2 % | 364.215 $ | -22.838 $ | -5,9 % | 387.053 $ | -30.200 $ | -7,2 % | 417.253 $ | -125.332 $ | -23,1 % |
| Rice Partnership, LLC | 470.472 $ | |||||||||||
| E6 Portfolios, LLC | 470.085 $ | |||||||||||
| SFAM, LLC | 469.540 $ | +204.678 $ | +77,3 % | 264.862 $ | +172.332 $ | +186,2 % | 92.530 $ | |||||
| Foguth Wealth Management, LLC. | 469.329 $ | +251.352 $ | +115,3 % | 217.977 $ | ||||||||
| Sandbox Financial Partners, LLC | 468.996 $ | +208.072 $ | +79,7 % | |||||||||
| Walleye Partners, LLC | 368.071 $ | -99.176 $ | -21,2 % | 467.247 $ | -1.517 $ | -0,3 % | 468.764 $ | |||||
| Gerber Kawasaki Wealth & Investment Management | 459.721 $ | -8.639 $ | -1,8 % | 468.360 $ | +6.180 $ | +1,3 % | 462.180 $ | +1.992 $ | +0,4 % | 460.188 $ | -283.373 $ | -38,1 % |
| Bond & Devick Financial Network, Inc. | 467.273 $ | +66.246 $ | +16,5 % | 401.027 $ | -44.091 $ | -9,9 % | 445.118 $ | +4.570 $ | +1,0 % | 440.548 $ | +40.876 $ | +10,2 % |
| Boit C F David | 384.624 $ | -60 $ | -0,0 % | 384.684 $ | -49.356 $ | -11,4 % | 434.040 $ | -32.308 $ | -6,9 % | 466.348 $ | +46.648 $ | +11,1 % |
| Cornerstone Wealth, LLC/TN | 460.955 $ | -5.155 $ | -1,1 % | 466.110 $ | ||||||||
| Northside Capital Management, LLC | 465.735 $ | +45.097 $ | +10,7 % | 420.638 $ | -1.113 $ | -0,3 % | 421.751 $ | +2.728 $ | +0,7 % | 419.023 $ | ||
| A&I FINANCIAL SERVICES, LLC | 319.883 $ | +52.929 $ | +19,8 % | 266.954 $ | -197.730 $ | -42,6 % | 464.684 $ | +467 $ | +0,1 % | 464.217 $ | +223.270 $ | +92,7 % |
| WAYSTONE ADVISORS LLC | 449.659 $ | +87.534 $ | +24,2 % | 362.125 $ | -101.139 $ | -21,8 % | 463.264 $ | |||||
| CANANDAIGUA NATIONAL BANK & TRUST CO | 463.002 $ | +51.756 $ | +12,6 % | 411.246 $ | +9.316 $ | +2,3 % | 401.930 $ | -391.254 $ | -49,3 % | |||
| LGL PARTNERS, LLC | 461.388 $ | |||||||||||
| Gilliland Jeter Wealth Management LLC | 460.639 $ | +65.669 $ | +16,6 % | 394.970 $ | -43.022 $ | -9,8 % | 437.992 $ | +4.849 $ | +1,1 % | 433.143 $ | +40.958 $ | +10,4 % |
| Altrius Capital Management Inc | 460.374 $ | +238.378 $ | +107,4 % | 221.996 $ | ||||||||
| AR ASSET MANAGEMENT INC | 460.000 $ | +0 $ | +0,0 % | 460.000 $ | ||||||||
| Harvest Investment Services, LLC | 249.340 $ | -757 $ | -0,3 % | 250.097 $ | -206.437 $ | -45,2 % | 456.534 $ | +2.532 $ | +0,6 % | 454.002 $ | +230.088 $ | +102,8 % |
| PLIMOTH TRUST CO LLC | 455.811 $ | +83.980 $ | +22,6 % | 371.831 $ | -27.244 $ | -6,8 % | 399.075 $ | -6.780 $ | -1,7 % | 405.855 $ | +22.349 $ | +5,8 % |
| Prosperity Financial Group, Inc. | 455.047 $ | +60.342 $ | +15,3 % | 394.705 $ | -24.749 $ | -5,9 % | 419.454 $ | +14.265 $ | +3,5 % | 405.189 $ | +36.545 $ | +9,9 % |
| Abel Hall, LLC | 453.986 $ | +31.823 $ | +7,5 % | 422.163 $ | +203.336 $ | +92,9 % | 218.827 $ | |||||
| Astra Wealth Partners LLC | 208.065 $ | +7.150 $ | +3,6 % | 200.915 $ | -252.213 $ | -55,7 % | 453.128 $ | -48.393 $ | -9,6 % | |||
| HCR Wealth Advisors | 209.435 $ | -7.121 $ | -3,3 % | 216.556 $ | -234.013 $ | -51,9 % | 450.569 $ | +235.120 $ | +109,1 % | 215.449 $ | ||
| WHALEROCK POINT PARTNERS, LLC | 449.950 $ | |||||||||||
| YANKCOM Partnership | 407.686 $ | +18.864 $ | +4,9 % | 388.822 $ | -60.458 $ | -13,5 % | 449.280 $ | +95.016 $ | +26,8 % | 354.264 $ | +1.005 $ | +0,3 % |
| Fiduciary Wealth Partners, LLC | 446.956 $ | +9.050 $ | +2,1 % | 437.906 $ | +437.906 $ | |||||||
| Community Financial Services Group, LLC | 443.837 $ | -1.806 $ | -0,4 % | 445.643 $ | +35.100 $ | +8,5 % | 410.543 $ | -1.764 $ | -0,4 % | 412.307 $ | +5.834 $ | +1,4 % |
| Oregon Pacific Wealth Management, LLC | 445.325 $ | +15.135 $ | +3,5 % | 430.190 $ | +207.984 $ | +93,6 % | 222.206 $ | -25.161 $ | -10,2 % | 247.367 $ | -1.017 $ | -0,4 % |
| Peak Planning Group, LLC | 445.079 $ | +73.489 $ | +19,8 % | 371.590 $ | +12.523 $ | +3,5 % | 359.067 $ | +1.586 $ | +0,4 % | 357.481 $ | +29.901 $ | +9,1 % |
| Frisch Financial Group, Inc. | 445.001 $ | +198.336 $ | +80,4 % | 246.665 $ | -123.903 $ | -33,4 % | 370.568 $ | +3.703 $ | +1,0 % | 366.865 $ | ||
| 1ST SOURCE BANK | 443.882 $ | +54.737 $ | +14,1 % | 389.145 $ | +8.578 $ | +2,3 % | 380.567 $ | +4.833 $ | +1,3 % | 375.734 $ | +18.382 $ | +5,1 % |
| Sterneck Capital Management, LLC | 442.094 $ | +3.114 $ | +0,7 % | 438.980 $ | +2.615 $ | +0,6 % | 436.365 $ | -6.939 $ | -1,6 % | 443.304 $ | ||
| LIFE LINE WEALTH MANAGEMENT LLC | 443.191 $ | +1.239 $ | +0,3 % | 441.952 $ | +4.742 $ | +1,1 % | 437.210 $ | +4.911 $ | +1,1 % | |||
| Sonoma Allocations LLC | 359.429 $ | +646 $ | +0,2 % | 358.783 $ | -83.410 $ | -18,9 % | 442.193 $ | +7.048 $ | +1,6 % | 435.145 $ | ||
| Simmons Bank | 441.358 $ | +18.593 $ | +4,4 % | 422.765 $ | +204.919 $ | +94,1 % | 217.846 $ | +12.880 $ | +6,3 % | |||
| CM WEALTH ADVISORS LLC | 441.051 $ | +31.026 $ | +7,6 % | 410.025 $ | -2.133 $ | -0,5 % | 412.158 $ | +10.824 $ | +2,7 % | 401.334 $ | +21.649 $ | +5,7 % |
| Impact Partnership Wealth, LLC | 440.830 $ | +164.551 $ | +59,6 % | |||||||||
| Paladin Partners, LLC | 439.329 $ | +137.048 $ | +45,3 % | 302.281 $ | -1.805 $ | -0,6 % | 304.086 $ | |||||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 247.440 $ | -190.980 $ | -43,6 % | 438.420 $ | +196.016 $ | +80,9 % | 242.404 $ | +2.488 $ | +1,0 % | 239.916 $ | +22.499 $ | +10,3 % |
| WEATHERLY ASSET MANAGEMENT L. P. | 367.490 $ | -14.988 $ | -3,9 % | 382.478 $ | -2.220 $ | -0,6 % | 384.698 $ | -53.639 $ | -12,2 % | 438.337 $ | +54.749 $ | +14,3 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 437.280 $ | +252.434 $ | +136,6 % | 184.846 $ | +51.073 $ | +38,2 % | 133.773 $ | +2.258 $ | +1,7 % | 131.515 $ | +31.963 $ | +32,1 % |
| CCG WEALTH MANAGEMENT, LLC | 436.660 $ | +61.906 $ | +16,5 % | 374.754 $ | ||||||||
| Cedarwood Wealth LLC | 200.359 $ | -234.403 $ | -53,9 % | 434.762 $ | +43.328 $ | +11,1 % | 391.434 $ | |||||
| Wisconsin Wealth Advisors, LLC | 434.533 $ | |||||||||||
| Wiser Advisor Group LLC | 415.451 $ | -5.955 $ | -1,4 % | 421.406 $ | -12.218 $ | -2,8 % | 433.624 $ | -731 $ | -0,2 % | 434.355 $ | +13.953 $ | +3,3 % |
| NCP Inc. | 434.324 $ | +27.197 $ | +6,7 % | 407.127 $ | +44.117 $ | +12,2 % | ||||||
| Sawyer & Company, Inc | 433.920 $ | +4.705 $ | +1,1 % | 429.215 $ | -2.447 $ | -0,6 % | 431.662 $ | +426.662 $ | +8.533,2 % | 5.000 $ | -433.920 $ | -98,9 % |
| Vigilare Wealth Management | 432.598 $ | +147.623 $ | +51,8 % | 284.975 $ | -25.793 $ | -8,3 % | 310.768 $ | -198.986 $ | -39,0 % | |||
| SMI Advisory Services, LLC | 432.105 $ | |||||||||||
| Brewster Financial Planning LLC | 432.029 $ | +28.133 $ | +7,0 % | 403.896 $ | +3.962 $ | +1,0 % | 399.934 $ | +13.272 $ | +3,4 % | 386.662 $ | +2.750 $ | +0,7 % |
| Old North State Trust, LLC | 347.000 $ | +1.000 $ | +0,3 % | 346.000 $ | -86.000 $ | -19,9 % | 432.000 $ | +64.000 $ | +17,4 % | 368.000 $ | -7.000 $ | -1,9 % |
| Raleigh Capital Management Inc. | 409.811 $ | -21.987 $ | -5,1 % | 431.798 $ | +111.708 $ | +34,9 % | 320.090 $ | +145.851 $ | +83,7 % | 174.239 $ | -2.931 $ | -1,7 % |
| Symetra Investment Management Co | 431.480 $ | +172.206 $ | +66,4 % | 259.274 $ | ||||||||
| White Knight Strategic Wealth Advisors, LLC | 310.231 $ | +69.231 $ | +28,7 % | 241.000 $ | -152.606 $ | -38,8 % | 393.606 $ | -35.853 $ | -8,3 % | 429.459 $ | -39.313 $ | -8,4 % |
| Atala Financial Inc | 421.589 $ | -4.074 $ | -1,0 % | 425.663 $ | -2.717 $ | -0,6 % | 428.380 $ | +8.170 $ | +1,9 % | 420.210 $ | ||
| Park Edge Advisors, LLC | 400.429 $ | +56.770 $ | +16,5 % | 343.659 $ | -33.766 $ | -8,9 % | 377.425 $ | -49.868 $ | -11,7 % | 427.293 $ | -105.821 $ | -19,8 % |
| Oxler Private Wealth LLC | 427.224 $ | +31.708 $ | +8,0 % | 395.516 $ | -252 $ | -0,1 % | 395.768 $ | +12.159 $ | +3,2 % | 383.609 $ | +22.389 $ | +6,2 % |
| Henrickson Nauta Wealth Advisors, Inc. | 426.689 $ | +56.682 $ | +15,3 % | 370.007 $ | ||||||||
| Cedar Mountain Advisors, LLC | 422.661 $ | +2.373 $ | +0,6 % | 420.288 $ | +4.068 $ | +1,0 % | 416.220 $ | -10.273 $ | -2,4 % | 426.493 $ | +105.894 $ | +33,0 % |
| Wealth Enhancement Trust Services, Inc. | 425.686 $ | +5.235 $ | +1,2 % | 420.451 $ | -1.531 $ | -0,4 % | 421.982 $ | |||||
| Midwest Financial Partners Investments, Inc. | 418.700 $ | -235 $ | -0,1 % | 418.935 $ | -6.628 $ | -1,6 % | 425.563 $ | |||||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 423.879 $ | +2.388 $ | +0,6 % | 421.491 $ | -1.009 $ | -0,2 % | 422.500 $ | +4.683 $ | +1,1 % | 417.817 $ | +8.177 $ | +2,0 % |
| BURRUS FINANCIAL SERVICES, INC. | 423.655 $ | |||||||||||
| VESTIA PERSONAL WEALTH ADVISORS | 423.214 $ | +51.324 $ | +13,8 % | 371.890 $ | -8.761 $ | -2,3 % | 380.651 $ | +26.695 $ | +7,5 % | 353.956 $ | -336.807 $ | -48,8 % |
| Charis Legacy Partners, LLC | 317.306 $ | -34.988 $ | -9,9 % | 352.294 $ | -20.994 $ | -5,6 % | 373.288 $ | -47.960 $ | -11,4 % | 421.248 $ | -30.124 $ | -6,7 % |
| Orographic Financial Advisors, LLC | 383.000 $ | -38.000 $ | -9,0 % | 421.000 $ | ||||||||
| GROUP ONE TRADING LLC | 134.575 $ | +134.120 $ | +29.476,9 % | 455 $ | -420.455 $ | -99,9 % | 420.910 $ | +377.914 $ | +879,0 % | 42.996 $ | -370.238 $ | -89,6 % |
| Fairvoy Private Wealth, LLC | 420.367 $ | +137.147 $ | +48,4 % | 283.220 $ | -44.409 $ | -13,6 % | 327.629 $ | +3.363 $ | +1,0 % | 324.266 $ | +30.409 $ | +10,3 % |
| Allen Mooney & Barnes Investment Advisors LLC | 420.306 $ | +51.133 $ | +13,9 % | 369.173 $ | +7.260 $ | +2,0 % | 361.913 $ | +13.332 $ | +3,8 % | 348.581 $ | +17.736 $ | +5,4 % |
| CV Advisors LLC | 414.736 $ | -1.215 $ | -0,3 % | 415.951 $ | -3.987 $ | -0,9 % | 419.938 $ | +476 $ | +0,1 % | 419.462 $ | +2.265 $ | +0,5 % |
| Joel Adams & Associates, Inc. | 414.032 $ | -2.992 $ | -0,7 % | 417.024 $ | -2.135 $ | -0,5 % | 419.159 $ | +10.828 $ | +2,7 % | 408.331 $ | +115.382 $ | +39,4 % |
| SHAKER INVESTMENTS LLC/OH | 416.172 $ | -1.942 $ | -0,5 % | 418.114 $ | +4.857 $ | +1,2 % | 413.257 $ | -106.514 $ | -20,5 % | |||
| Peachtree Investment Partners, LLC | 418.060 $ | +88.294 $ | +26,8 % | 329.766 $ | -7.029 $ | -2,1 % | 336.795 $ | -1.887 $ | -0,6 % | 338.682 $ | +47.954 $ | +16,5 % |
| FIDUCIARY FAMILY OFFICE, LLC | 415.976 $ | +51.295 $ | +14,1 % | 364.681 $ | +8.039 $ | +2,3 % | 356.642 $ | +4.530 $ | +1,3 % | 352.112 $ | +17.226 $ | +5,1 % |
| Allen Capital Group, LLC | 414.242 $ | +89.945 $ | +27,7 % | 324.297 $ | +86.112 $ | +36,2 % | 238.185 $ | |||||
| Samalin Investment Counsel, LLC | 413.031 $ | +51.895 $ | +14,4 % | 361.136 $ | +9.032 $ | +2,6 % | 352.104 $ | +5.771 $ | +1,7 % | 346.333 $ | -5.388 $ | -1,5 % |
| Arcadia Wealth Management, Inc. | 285.496 $ | -112.643 $ | -28,3 % | 398.139 $ | -9.147 $ | -2,2 % | 407.286 $ | -5.471 $ | -1,3 % | 412.757 $ | +1.977 $ | +0,5 % |
| Box Hill Private Wealth LLC | 412.520 $ | +57.050 $ | +16,0 % | 355.470 $ | ||||||||
| KM Capital Management Ltd. | 215.510 $ | -196.982 $ | -47,8 % | 412.492 $ | +199.013 $ | +93,2 % | 213.479 $ | -98.508 $ | -31,6 % | 311.987 $ | +3.979 $ | +1,3 % |
| Vantus Wealth LLC | 236.695 $ | -175.766 $ | -42,6 % | 412.461 $ | ||||||||
| Painted Porch Advisors LLC | 303.963 $ | +37.902 $ | +14,2 % | 266.061 $ | +8.967 $ | +3,5 % | 257.094 $ | -154.998 $ | -37,6 % | 412.092 $ | +53.835 $ | +15,0 % |
| Global Wealth Strategies & Associates | 222.273 $ | -50.196 $ | -18,4 % | 272.469 $ | -138.646 $ | -33,7 % | 411.115 $ | -3.377.463 $ | -89,1 % | |||
| Cauble & Harre Wealth Management, Inc. | 410.968 $ | +8.356 $ | +2,1 % | 402.612 $ | +30.202 $ | +8,1 % | 372.410 $ | |||||
| CATALYST FINANCIAL PARTNERS LLC | 410.694 $ | +14.301 $ | +3,6 % | 396.393 $ | +22.347 $ | +6,0 % | 374.046 $ | +101.737 $ | +37,4 % | 272.309 $ | +24.700 $ | +10,0 % |
| August Group Capital Ltd | 410.342 $ | |||||||||||
| F&V Capital Management, LLC | 410.000 $ | |||||||||||
| Mayfair Advisory Group, LLC | 409.621 $ | |||||||||||
| Paragon Capital Management Ltd | 405.511 $ | +20.336 $ | +5,3 % | 385.175 $ | ||||||||
| JCIC Asset Management Inc. | 402.552 $ | +0 $ | +0,0 % | 402.552 $ | -1.826 $ | -0,5 % | 404.378 $ | -922 $ | -0,2 % | 405.300 $ | ||
| Bank Julius Baer & Co. Ltd, Zurich | 404.819 $ | -191.651 $ | -32,1 % | |||||||||
| Alpha Financial Advisors, LLC | 234.716 $ | -155.870 $ | -39,9 % | 390.586 $ | -13.483 $ | -3,3 % | 404.069 $ | +10.241 $ | +2,6 % | 393.828 $ | +6.386 $ | +1,6 % |
| CULTIVAR CAPITAL, INC. | 316.202 $ | -946 $ | -0,3 % | 317.148 $ | -40.896 $ | -11,4 % | 358.044 $ | -43.934 $ | -10,9 % | 401.978 $ | +5.307 $ | +1,3 % |
| McGrath & Associates, Inc. | 206.823 $ | -120.304 $ | -36,8 % | 327.127 $ | -74.355 $ | -18,5 % | 401.482 $ | -277.949 $ | -40,9 % | |||
| Ridgepath Capital Management LLC | 256.439 $ | -143.640 $ | -35,9 % | 400.079 $ | +9.386 $ | +2,4 % | 390.693 $ | +0 $ | +0,0 % | 390.693 $ | +42.336 $ | +12,2 % |
| RETIREMITTEN FINANCIAL LLC | 348.122 $ | -51.383 $ | -12,9 % | 399.505 $ | ||||||||
| MEMBERS WEALTH LLC | 398.990 $ | |||||||||||
| SageOak Financial, LLC | 398.010 $ | |||||||||||
| Windsor Capital Management, LLC | 243.676 $ | -120.834 $ | -33,1 % | 364.510 $ | -13.437 $ | -3,6 % | 377.947 $ | -17.973 $ | -4,5 % | 395.920 $ | -13.850 $ | -3,4 % |
| Register Financial Advisors LLC | 390.807 $ | -5.109 $ | -1,3 % | 395.916 $ | +56.288 $ | +16,6 % | 339.628 $ | +468 $ | +0,1 % | 339.160 $ | +16.224 $ | +5,0 % |
| ZEGA Investments, LLC | 282.127 $ | +49.315 $ | +21,2 % | 232.812 $ | -162.278 $ | -41,1 % | 395.090 $ | +81.678 $ | +26,1 % | 313.412 $ | +49.131 $ | +18,6 % |
| Main Management LLC | 392 $ | -1 $ | -0,3 % | 393 $ | -394.607 $ | -99,9 % | 395.000 $ | +394.604 $ | +99.647,5 % | 396 $ | +2 $ | +0,5 % |
| Provident Living Financial Services, Inc. | 388.479 $ | -6.376 $ | -1,6 % | 394.855 $ | +3.874 $ | +1,0 % | 390.981 $ | |||||
| Gilman Hill Asset Management, LLC | 393.734 $ | +151.454 $ | +62,5 % | |||||||||
| INTEGRATED WEALTHCARE, LLC | 392.385 $ | +53.459 $ | +15,8 % | 338.926 $ | -21.252 $ | -5,9 % | 360.178 $ | |||||
| Yukon Wealth Management, Inc. | 386.948 $ | -65 $ | -0,0 % | 387.013 $ | -2.425 $ | -0,6 % | 389.438 $ | -2.760 $ | -0,7 % | 392.198 $ | +4.133 $ | +1,1 % |
| Terra Nova Asset Management LLC | 391.619 $ | +69.543 $ | +21,6 % | 322.076 $ | -29.151 $ | -8,3 % | 351.227 $ | +94.305 $ | +36,7 % | 256.922 $ | +22.963 $ | +9,8 % |
| New Perspectives, Inc | 391.105 $ | +129.866 $ | +49,7 % | 261.239 $ | -23.237 $ | -8,2 % | 284.476 $ | |||||
| 1492 Capital Management LLC | 389.776 $ | +25.055 $ | +6,9 % | 364.721 $ | -3.073 $ | -0,8 % | 367.794 $ | -8.916 $ | -2,4 % | 376.710 $ | +2.026 $ | +0,5 % |
| EQ WEALTH ADVISORS, LLC | 374.998 $ | -826 $ | -0,2 % | 375.824 $ | -11.149 $ | -2,9 % | 386.973 $ | +8.627 $ | +2,3 % | 378.346 $ | +2.335 $ | +0,6 % |
| Community Bank, N.A. | 306.490 $ | -37.586 $ | -10,9 % | 344.076 $ | -42.199 $ | -10,9 % | 386.275 $ | +18.925 $ | +5,2 % | 367.350 $ | -2.481 $ | -0,7 % |
| Allied Private Wealth LLC | 385.173 $ | |||||||||||
| InTrack Investment Management Inc | 358.207 $ | -2.871 $ | -0,8 % | 361.078 $ | -22.910 $ | -6,0 % | 383.988 $ | +59.826 $ | +18,5 % | 324.162 $ | +1.188 $ | +0,4 % |
| Dogwood Wealth Management LLC | 383.534 $ | +83.912 $ | +28,0 % | 299.622 $ | +2.940 $ | +1,0 % | 296.682 $ | +40.810 $ | +15,9 % | 255.872 $ | +3.992 $ | +1,6 % |
| WealthTrak Capital Management LLC | 365.473 $ | +4.784 $ | +1,3 % | 360.689 $ | +47.657 $ | +15,2 % | 313.032 $ | -69.427 $ | -18,2 % | 382.459 $ | -461.537 $ | -54,7 % |
| Tuttle Capital Management, LLC | 381.745 $ | |||||||||||
| BRAUN STACEY ASSOCIATES INC | 302.983 $ | +203 $ | +0,1 % | 302.780 $ | -78.696 $ | -20,6 % | 381.476 $ | +34.452 $ | +9,9 % | 347.024 $ | +16.154 $ | +4,9 % |
| Shaker Financial Services, LLC | 381.242 $ | +117.895 $ | +44,8 % | 263.347 $ | ||||||||
| Safeguard Investment Advisory Group, LLC | 380.380 $ | +55.302 $ | +17,0 % | 325.078 $ | +12.556 $ | +4,0 % | 312.522 $ | +1.879 $ | +0,6 % | 310.643 $ | +16.765 $ | +5,7 % |
| Hilltop National Bank | 380.329 $ | +38.609 $ | +11,3 % | 341.720 $ | -4.787 $ | -1,4 % | 346.507 $ | -462 $ | -0,1 % | 346.969 $ | +19.035 $ | +5,8 % |
| CRUX WEALTH ADVISORS | 379.613 $ | +52.169 $ | +15,9 % | 327.444 $ | -19.948 $ | -5,7 % | 347.392 $ | +10.701 $ | +3,2 % | 336.691 $ | +21.697 $ | +6,9 % |
| Westover Capital Advisors, LLC | 377.724 $ | |||||||||||
| Nelson Capital Management, LLC | 377.168 $ | +53.472 $ | +16,5 % | 323.696 $ | -35.589 $ | -9,9 % | 359.285 $ | +3.689 $ | +1,0 % | 355.596 $ | +33.346 $ | +10,3 % |
| Luminist Capital LLC | 9.078 $ | +2.231 $ | +32,6 % | 6.847 $ | -369.715 $ | -98,2 % | 376.562 $ | +367.236 $ | +3.937,8 % | |||
| Resolute Advisors LLC | 376.281 $ | +66.656 $ | +21,5 % | 309.625 $ | +2.805 $ | +0,9 % | 306.820 $ | +6.415 $ | +2,1 % | 300.405 $ | +33.512 $ | +12,6 % |
| Dentgroup LLC | 375.873 $ | +98.526 $ | +35,5 % | 277.347 $ | +3.024 $ | +1,1 % | ||||||
| EQUITABLE TRUST CO | 374.867 $ | +165.679 $ | +79,2 % | 209.188 $ | -43.282 $ | -17,1 % | ||||||
| Biltmore Family Office, LLC | 295.600 $ | -50.402 $ | -14,6 % | 346.002 $ | -28.044 $ | -7,5 % | 374.046 $ | +132.374 $ | +54,8 % | 241.672 $ | +3.728 $ | +1,6 % |
| SUTTON PLACE INVESTORS LLC | 373.985 $ | +76.235 $ | +25,6 % | 297.750 $ | -9.037 $ | -2,9 % | 306.787 $ | +2.875 $ | +0,9 % | 303.912 $ | +32.901 $ | +12,1 % |
| Scientech Research LLC | 373.189 $ | |||||||||||
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 371.237 $ | |||||||||||
| WEST MICHIGAN ADVISORS, LLC | 320.227 $ | +57.401 $ | +21,8 % | 262.826 $ | -79.116 $ | -23,1 % | 341.942 $ | -29.183 $ | -7,9 % | 371.125 $ | +7.680 $ | +2,1 % |
| COOPER/HAIMS ADVISORS, LLC | 370.607 $ | +65.784 $ | +21,6 % | 304.823 $ | -27.590 $ | -8,3 % | 332.413 $ | +730 $ | +0,2 % | 331.683 $ | +29.645 $ | +9,8 % |
| MGB Wealth Management, LLC | 369.672 $ | |||||||||||
| Aspetuck Financial Management LLC | 347.732 $ | -1.056 $ | -0,3 % | 348.788 $ | -2.024 $ | -0,6 % | 350.812 $ | -16.866 $ | -4,6 % | 367.678 $ | +1.978 $ | +0,5 % |
| PINKERTON WEALTH, LLC | 352.929 $ | -8.704 $ | -2,4 % | 361.633 $ | +0 $ | +0,0 % | 361.633 $ | -5.339 $ | -1,5 % | 366.972 $ | +109.837 $ | +42,7 % |
| CARRET ASSET MANAGEMENT, LLC | 366.688 $ | +64.175 $ | +21,2 % | 302.513 $ | +4.451 $ | +1,5 % | 298.062 $ | +15.949 $ | +5,7 % | 282.113 $ | +30.571 $ | +12,2 % |
| Riggs Asset Managment Co. Inc. | 366.081 $ | +38.725 $ | +11,8 % | 327.356 $ | -33.006 $ | -9,2 % | 360.362 $ | +678 $ | +0,2 % | 359.684 $ | -36.305 $ | -9,2 % |
| Integrity Financial Corp /WA | 365.318 $ | +32.928 $ | +9,9 % | 332.390 $ | -230.990 $ | -41,0 % | ||||||
| Radnor Capital Management, LLC | 364.569 $ | +48.237 $ | +15,2 % | 316.332 $ | -14.031 $ | -4,2 % | 330.363 $ | +6.612 $ | +2,0 % | 323.751 $ | +23.751 $ | +7,9 % |
| RICHARDSON FINANCIAL SERVICES INC. | 363.325 $ | +55.913 $ | +18,2 % | 307.412 $ | +138 $ | +0,0 % | 307.274 $ | +12.089 $ | +4,1 % | 295.185 $ | +17.539 $ | +6,3 % |
| Birchwood Financial Partners, Inc. | 304.135 $ | +18.803 $ | +6,6 % | 285.332 $ | -77.619 $ | -21,4 % | 362.951 $ | |||||
| Chancellor Financial Group WB LP | 359.417 $ | +63.827 $ | +21,6 % | 295.590 $ | -26.752 $ | -8,3 % | 322.342 $ | +6.621 $ | +2,1 % | 315.721 $ | +28.220 $ | +9,8 % |
| Stephens Consulting, LLC | 298.950 $ | -57.757 $ | -16,2 % | 356.707 $ | -39.423 $ | -10,0 % | ||||||
| MARINO, STRAM & ASSOCIATES LLC | 355.993 $ | +48.502 $ | +15,8 % | 307.491 $ | -19.281 $ | -5,9 % | 326.772 $ | +9.211 $ | +2,9 % | 317.561 $ | +24.940 $ | +8,5 % |
| BLUEDOOR PRIVATE WEALTH, LLC | 354.567 $ | -429 $ | -0,1 % | 354.996 $ | +6.598 $ | +1,9 % | 348.398 $ | |||||
| Lakeside Advisors, INC. | 353.805 $ | +24.888 $ | +7,6 % | 328.917 $ | -1.711 $ | -0,5 % | 330.628 $ | |||||
| Clear Harbor Asset Management, LLC | 353.531 $ | +68.148 $ | +23,9 % | 285.383 $ | -25.830 $ | -8,3 % | 311.213 $ | |||||
| SHUTTLEWORTH & Co | 353.277 $ | |||||||||||
| CFC Planning Co LLC | 351.450 $ | -881 $ | -0,3 % | 352.331 $ | ||||||||
| BINGHAM PRIVATE WEALTH, LLC | 352.205 $ | +41.644 $ | +13,4 % | 310.561 $ | +4.771 $ | +1,6 % | 305.790 $ | -23.973 $ | -7,3 % | |||
| Fulcrum Equity Management | 352.021 $ | +5.555 $ | +1,6 % | 346.466 $ | +38.620 $ | +12,5 % | ||||||
| Oak Wealth Advisors LLC | 351.718 $ | |||||||||||
| Winning Points Advisors, LLC | 351.000 $ | |||||||||||
| First City Capital Management, Inc. | 350.711 $ | +49.722 $ | +16,5 % | 300.989 $ | -33.093 $ | -9,9 % | 334.082 $ | +3.430 $ | +1,0 % | 330.652 $ | +31.007 $ | +10,3 % |
| Rollins Financial Advisors, LLC | 348.392 $ | -2.021 $ | -0,6 % | 350.413 $ | ||||||||
| Oxbow Advisors, LLC | 350.395 $ | |||||||||||
| TOEWS CORP /ADV | 349.750 $ | |||||||||||
| Smart Portfolios, LLC | 313.823 $ | -34.504 $ | -9,9 % | 348.327 $ | +3.576 $ | +1,0 % | 344.751 $ | +32.330 $ | +10,3 % | |||
| ADE, LLC | 347.144 $ | -871 $ | -0,3 % | 348.015 $ | +1.872 $ | +0,5 % | ||||||
| Macro Advisors, Inc. | 347.914 $ | +3.805 $ | +1,1 % | 344.109 $ | ||||||||
| Financial Advisors, LLC | 344.666 $ | +28.828 $ | +9,1 % | |||||||||
| BOYUM WEALTH ARCHITECTS LLC | 344.117 $ | |||||||||||
| OSTERWEIS CAPITAL MANAGEMENT INC | 262.649 $ | -81.395 $ | -23,7 % | 344.044 $ | +5.426 $ | +1,6 % | 338.618 $ | +170.488 $ | +101,4 % | 168.130 $ | +14.063 $ | +9,1 % |
| STANSBERRY ASSET MANAGEMENT, LLC | 203.822 $ | -139.129 $ | -40,6 % | 342.951 $ | -6.040 $ | -1,7 % | ||||||
| LOCKERMAN FINANCIAL GROUP, INC. | 272.850 $ | -26.303 $ | -8,8 % | 299.153 $ | -43.043 $ | -12,6 % | 342.196 $ | +37.051 $ | +12,1 % | |||
| Enhancing Capital LLC | 337.295 $ | -573 $ | -0,2 % | 337.868 $ | -3.916 $ | -1,1 % | 341.784 $ | |||||
| COREPATH WEALTH PARTNERS LLC | 341.180 $ | +38.539 $ | +12,7 % | 302.641 $ | -1.266 $ | -0,4 % | 303.907 $ | +16.968 $ | +5,9 % | 286.939 $ | +27.581 $ | +10,6 % |
| Millstone Evans Group, LLC | 340.439 $ | +21.249 $ | +6,7 % | 319.190 $ | +15 $ | +0,0 % | 319.175 $ | +20.411 $ | +6,8 % | 298.764 $ | +32.673 $ | +12,3 % |
| GRIFFIN ASSET MANAGEMENT, INC. | 339.568 $ | +60.300 $ | +21,6 % | 279.268 $ | -25.276 $ | -8,3 % | 304.544 $ | +6.254 $ | +2,1 % | 298.290 $ | +46.487 $ | +18,5 % |
| Reynders McVeigh Capital Management, LLC | 308.000 $ | -28.000 $ | -8,3 % | 336.000 $ | +7.000 $ | +2,1 % | 329.000 $ | -11.000 $ | -3,2 % | |||
| Lantern Wealth Advisors, LLC | 335.515 $ | +131.844 $ | +64,7 % | 203.671 $ | ||||||||
| WILLNER & HELLER, LLC | 335.118 $ | +59.647 $ | +21,7 % | 275.471 $ | -35.173 $ | -11,3 % | 310.644 $ | +6.772 $ | +2,2 % | 303.872 $ | +29.101 $ | +10,6 % |
| LWM Advisory Services, LLC | 334.991 $ | |||||||||||
| Richwood Investment Advisors, LLC | 334.115 $ | +29.971 $ | +9,9 % | 304.144 $ | -21.940 $ | -6,7 % | 326.084 $ | +1.231 $ | +0,4 % | 324.853 $ | +29.034 $ | +9,8 % |
| TI-TRUST, INC | 333.658 $ | +46.929 $ | +16,4 % | 286.729 $ | -3.465 $ | -1,2 % | 290.194 $ | +18.855 $ | +6,9 % | 271.339 $ | +15.033 $ | +5,9 % |
| Roxbury Financial LLC | 246.940 $ | +30.593 $ | +14,1 % | 216.347 $ | -21.609 $ | -9,1 % | 237.956 $ | -95.671 $ | -28,7 % | 333.627 $ | +21.941 $ | +7,0 % |
| Pacific Asset Management, LLC | 331.346 $ | +59.028 $ | +21,7 % | 272.318 $ | -24.306 $ | -8,2 % | 296.624 $ | +6.392 $ | +2,2 % | 290.232 $ | +26.213 $ | +9,9 % |
| Element Wealth, LLC | 318.412 $ | -6.833 $ | -2,1 % | 325.245 $ | -2.924 $ | -0,9 % | 328.169 $ | -2.501 $ | -0,8 % | 330.670 $ | -8.239 $ | -2,4 % |
| FSA Wealth Management LLC | 329.478 $ | +113.261 $ | +52,4 % | |||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 243.139 $ | -86.272 $ | -26,2 % | 329.411 $ | +107.042 $ | +48,1 % | 222.369 $ | -280.555 $ | -55,8 % | |||
| Ramirez Asset Management, Inc. | 328.643 $ | +48.887 $ | +17,5 % | 279.756 $ | +4.091 $ | +1,5 % | 275.665 $ | +4.083 $ | +1,5 % | 271.582 $ | +21.031 $ | +8,4 % |
| Avail Investment Partners, LLC | 326.372 $ | +38.372 $ | +13,3 % | 288.000 $ | ||||||||
| Investment Partners Asset Management, Inc. | 308.365 $ | +50.916 $ | +19,8 % | 257.449 $ | -68.551 $ | -21,0 % | 326.000 $ | +224 $ | +0,1 % | 325.776 $ | +34.841 $ | +12,0 % |
| Garton & Associates Financial Advisors LLC | 325.752 $ | |||||||||||
| Total Wealth Planning & Management, Inc. | 325.621 $ | |||||||||||
| Cornerstone Management, Inc. | 325.079 $ | +66.265 $ | +25,6 % | 258.814 $ | -7.855 $ | -2,9 % | 266.669 $ | +2.499 $ | +0,9 % | 264.170 $ | +28.598 $ | +12,1 % |
| Sound Portfolio Advisors, LLC | 323.359 $ | +54.309 $ | +20,2 % | 269.050 $ | ||||||||
| Objective Capital Management, LLC | 323.090 $ | +65.985 $ | +25,7 % | 257.105 $ | -60.013 $ | -18,9 % | 317.118 $ | |||||
| GARRISON POINT ADVISORS, LLC | 322.047 $ | -661 $ | -0,2 % | 322.708 $ | ||||||||
| HC Advisors, LLC | 316.384 $ | -383 $ | -0,1 % | 316.767 $ | -3.828 $ | -1,2 % | 320.595 $ | -1.378 $ | -0,4 % | 321.973 $ | +4.555 $ | +1,4 % |
| SP Asset Management LLC | 321.702 $ | |||||||||||
| Pine Haven Investment Counsel, Inc | 317.226 $ | -964 $ | -0,3 % | 318.190 $ | -1.846 $ | -0,6 % | 320.036 $ | -803 $ | -0,3 % | 320.839 $ | +1.726 $ | +0,5 % |
| Abound Wealth Management | 261.008 $ | -14.532 $ | -5,3 % | 275.540 $ | +96.382 $ | +53,8 % | 179.158 $ | -140.643 $ | -44,0 % | 319.801 $ | -60.138 $ | -15,8 % |
| DENVER WEALTH MANAGEMENT, INC. | 319.775 $ | |||||||||||
| L.M. KOHN & COMPANY | 318.967 $ | -499.745 $ | -61,0 % | |||||||||
| DeDora Capital, Inc. | 318.709 $ | +77.101 $ | +31,9 % | 241.608 $ | ||||||||
| Sentry LLC | 258.867 $ | +45.305 $ | +21,2 % | 213.562 $ | -104.902 $ | -32,9 % | 318.464 $ | +5.440 $ | +1,7 % | 313.024 $ | +33.920 $ | +12,2 % |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 318.203 $ | |||||||||||
| TLWM | 317.344 $ | |||||||||||
| Traction Financial Partners, LLC | 313.518 $ | +45.436 $ | +16,9 % | 268.082 $ | -48.346 $ | -15,3 % | 316.428 $ | +477 $ | +0,2 % | 315.951 $ | +31.048 $ | +10,9 % |
| Keudell/Morrison Wealth Management | 316.421 $ | +49.568 $ | +18,6 % | 266.853 $ | +23.726 $ | +9,8 % | 243.127 $ | +37.462 $ | +18,2 % | |||
| Iowa State Bank | 310.884 $ | -3.004 $ | -1,0 % | 313.888 $ | -2.003 $ | -0,6 % | 315.891 $ | -527 $ | -0,2 % | 316.418 $ | +1.159 $ | +0,4 % |
| Wealth Watch Advisors, INC | 316.090 $ | +44.321 $ | +16,3 % | 271.769 $ | -25.966 $ | -8,7 % | 297.735 $ | +46.395 $ | +18,5 % | 251.340 $ | ||
| Dynamic Technology Lab Private Ltd | 249.000 $ | -66.986 $ | -21,2 % | 315.986 $ | ||||||||
| Financially in Tune, LLC | 314.272 $ | |||||||||||
| Clarity Wealth Advisors, LLC | 313.759 $ | +55.804 $ | +21,6 % | 257.955 $ | -23.200 $ | -8,3 % | 281.155 $ | -8.902 $ | -3,1 % | 290.057 $ | +3.836 $ | +1,3 % |
| Jones Kertz & Associates, Inc. | 313.437 $ | +44.619 $ | +16,6 % | 268.818 $ | ||||||||
| WealthCare Asset Management, LLC | 312.732 $ | |||||||||||
| WealthTrust Axiom LLC | 312.251 $ | +111.417 $ | +55,5 % | 200.834 $ | ||||||||
| STRATEGY ASSET MANAGERS LLC | 203.841 $ | -86.296 $ | -29,7 % | 290.137 $ | -21.910 $ | -7,0 % | 312.047 $ | +1.679 $ | +0,5 % | |||
| Intergy Private Wealth, LLC | 310.818 $ | +43.723 $ | +16,4 % | 267.095 $ | +13.432 $ | +5,3 % | 253.663 $ | +11.488 $ | +4,7 % | 242.175 $ | +12.566 $ | +5,5 % |
| Sandhill Capital Partners LLC | 310.782 $ | |||||||||||
| CORA CAPITAL ADVISORS LLC | 308.333 $ | -630 $ | -0,2 % | 308.963 $ | +368 $ | +0,1 % | ||||||
| Asset Management Advisors, LLC | 274.670 $ | +14.226 $ | +5,5 % | 260.444 $ | -16.718 $ | -6,0 % | 277.162 $ | -31.618 $ | -10,2 % | 308.780 $ | +16.657 $ | +5,7 % |
| Team Financial Group, LLC | 308.369 $ | +16.852 $ | +5,8 % | 291.517 $ | +12.781 $ | +4,6 % | 278.736 $ | -45.084 $ | -13,9 % | |||
| Markowski Investments | 307.563 $ | |||||||||||
| Mascagni Wealth Management, Inc. | 306.625 $ | +40.114 $ | +15,1 % | 266.511 $ | -2.220 $ | -0,8 % | 268.731 $ | +4.402 $ | +1,7 % | 264.329 $ | -31.997 $ | -10,8 % |
| Madrona Financial Services, LLC | 305.679 $ | |||||||||||
| Marquette Asset Management, LLC | 304.551 $ | +41.493 $ | +15,8 % | 263.058 $ | -16.495 $ | -5,9 % | 279.553 $ | +7.880 $ | +2,9 % | 271.673 $ | ||
| James Reed Financial Services, Inc. | 304.316 $ | +35.575 $ | +13,2 % | 268.741 $ | -29.547 $ | -9,9 % | 298.288 $ | -2.962 $ | -1,0 % | 301.250 $ | +28.250 $ | +10,3 % |
| Poehling Capital Management, INC. | 248.934 $ | -28.075 $ | -10,1 % | 277.009 $ | -27.018 $ | -8,9 % | 304.027 $ | +30.444 $ | +11,1 % | |||
| Farnam Financial LLC | 301.537 $ | -2.238 $ | -0,7 % | 303.775 $ | +11.112 $ | +3,8 % | ||||||
| Truvestments Capital LLC | 303.710 $ | +284.755 $ | +1.502,3 % | 18.955 $ | +8.302 $ | +77,9 % | 10.653 $ | +5.351 $ | +100,9 % | 5.302 $ | -23.824 $ | -81,8 % |
| Red Wave Investments LLC | 301.229 $ | +1.679 $ | +0,6 % | 299.550 $ | +2.938 $ | +1,0 % | 296.612 $ | -7.016 $ | -2,3 % | 303.628 $ | +2.159 $ | +0,7 % |
| Copperleaf Capital, LLC | 302.895 $ | -10.829 $ | -3,5 % | |||||||||
| MOTIVE WEALTH ADVISORS | 302.654 $ | +42.908 $ | +16,5 % | 259.746 $ | -28.558 $ | -9,9 % | 288.304 $ | |||||
| WEALTH MANAGEMENT RESOURCES, INC. | 229.350 $ | -73.201 $ | -24,2 % | 302.551 $ | +32.808 $ | +12,2 % | ||||||
| Well Done, LLC | 300.874 $ | +98.179 $ | +48,4 % | 202.695 $ | ||||||||
| FinDec Wealth Services, Inc. | 300.160 $ | |||||||||||
| Cove Street Capital, LLC | 300.150 $ | +1.200 $ | +0,4 % | |||||||||
| Paragon Private Wealth Management, LLC | 247.035 $ | +33.811 $ | +15,9 % | 213.224 $ | -86.808 $ | -28,9 % | 300.032 $ | +46.809 $ | +18,5 % | 253.223 $ | -11.255 $ | -4,3 % |
| BURKE & HERBERT BANK & TRUST CO | 299.425 $ | +72.636 $ | +32,0 % | 226.789 $ | +7.643 $ | +3,5 % | 219.146 $ | +968 $ | +0,4 % | 218.178 $ | ||
| STRATEGIC ADVISORY PARTNERS, LLC | 297.924 $ | |||||||||||
| ARCADIA INVESTMENT ADVISORS LLC | 294.958 $ | -1.723 $ | -0,6 % | 296.681 $ | -963 $ | -0,3 % | 297.644 $ | +4.335 $ | +1,5 % | 293.309 $ | +76.704 $ | +35,4 % |
| Rye Brook Capital LLC | 297.000 $ | |||||||||||
| Clearstead Trust, LLC | 252.190 $ | -44.284 $ | -14,9 % | 296.474 $ | +251.209 $ | +555,0 % | 45.265 $ | +3.192 $ | +7,6 % | 42.073 $ | -8.628 $ | -17,0 % |
| Golden Reserve Retirement LLC | 208.034 $ | -87.771 $ | -29,7 % | 295.805 $ | ||||||||
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 295.652 $ | +6.071 $ | +2,1 % | 289.581 $ | +25.882 $ | +9,8 % | ||||||
| Sicart Associates LLC | 295.625 $ | +41.912 $ | +16,5 % | 253.713 $ | -27.895 $ | -9,9 % | 281.608 $ | +2.891 $ | +1,0 % | 278.717 $ | +26.137 $ | +10,3 % |
| Gradient Investments LLC | 294.805 $ | |||||||||||
| Swan Global Investments, LLC | 294.686 $ | +41.556 $ | +16,4 % | 253.130 $ | -13.285 $ | -5,0 % | 266.415 $ | -5.231 $ | -1,9 % | 271.646 $ | +20.714 $ | +8,3 % |
| HAMILTON CAPITAL PARTNERS, LLC | 294.189 $ | |||||||||||
| Hippocratic Financial Advisors, LLC | 293.367 $ | +31.764 $ | +12,1 % | 261.603 $ | ||||||||
| GENTRY PRIVATE WEALTH, LLC | 293.068 $ | +41.549 $ | +16,5 % | 251.519 $ | -27.654 $ | -9,9 % | 279.173 $ | +2.866 $ | +1,0 % | 276.307 $ | +25.911 $ | +10,3 % |
| Tannin Capital LLC | 292.286 $ | +71.325 $ | +32,3 % | 220.961 $ | -19.853 $ | -8,2 % | 240.814 $ | |||||
| LVM CAPITAL MANAGEMENT LTD/MI | 240.000 $ | +0 $ | +0,0 % | 240.000 $ | -28.000 $ | -10,4 % | 268.000 $ | -23.000 $ | -7,9 % | 291.000 $ | +29.000 $ | +11,1 % |
| Retirement Solution LLC | 290.952 $ | +51.710 $ | +21,6 % | 239.242 $ | -21.595 $ | -8,3 % | 260.837 $ | +5.410 $ | +2,1 % | 255.427 $ | +22.877 $ | +9,8 % |
| REGATTA CAPITAL GROUP, LLC | 288.373 $ | +50.469 $ | +21,2 % | 237.904 $ | +1.544 $ | +0,7 % | 236.360 $ | +4.037 $ | +1,7 % | 232.323 $ | +25.873 $ | +12,5 % |
| SEAVIEW INVESTMENT MANAGERS LLC | 282.534 $ | -5.745 $ | -2,0 % | 288.279 $ | +66.257 $ | +29,8 % | 222.022 $ | -48.259 $ | -17,9 % | 270.281 $ | +5.850 $ | +2,2 % |
| VIRTUE ASSET MANAGEMENT LLC | 287.575 $ | |||||||||||
| Latko Wealth Management, Ltd. | 282.525 $ | +24.456 $ | +9,5 % | 258.069 $ | -6.057 $ | -2,3 % | 264.126 $ | -22.210 $ | -7,8 % | 286.336 $ | -18.664 $ | -6,1 % |
| Ellevest, Inc. | 285.528 $ | +40.481 $ | +16,5 % | 245.047 $ | -26.943 $ | -9,9 % | 271.990 $ | -9.137 $ | -3,3 % | 281.127 $ | ||
| LYNCH & ASSOCIATES/IN | 284.973 $ | +20.046 $ | +7,6 % | 264.927 $ | -1.378 $ | -0,5 % | 266.305 $ | +6.994 $ | +2,7 % | 259.311 $ | +13.988 $ | +5,7 % |
| Sterling Group Wealth Management, LLC | 284.730 $ | +20.029 $ | +7,6 % | 264.701 $ | -1.377 $ | -0,5 % | 266.078 $ | +6.988 $ | +2,7 % | 259.090 $ | +13.976 $ | +5,7 % |
| Amplius Wealth Advisors, LLC | 284.323 $ | +39.870 $ | +16,3 % | 244.453 $ | -27.607 $ | -10,1 % | 272.060 $ | +2.794 $ | +1,0 % | 269.266 $ | -671.227 $ | -71,4 % |
| American State Bank (Iowa) | 282.782 $ | +46.692 $ | +19,8 % | 236.090 $ | +7.956 $ | +3,5 % | 228.134 $ | +1.008 $ | +0,4 % | 227.126 $ | -25.038 $ | -9,9 % |
| Colonial Trust Co / SC | 204.141 $ | -76.786 $ | -27,3 % | 280.927 $ | +61.331 $ | +27,9 % | 219.596 $ | -8.042 $ | -3,5 % | 227.638 $ | +7.230 $ | +3,3 % |
| Harvest Investment Advisors, LLC | 279.873 $ | +48.981 $ | +21,2 % | 230.892 $ | ||||||||
| Sprinkle Financial Consultants LLC | 279.703 $ | +49.852 $ | +21,7 % | 229.851 $ | ||||||||
| Triton Financial Group Inc | 255.741 $ | -22.517 $ | -8,1 % | 278.258 $ | -699 $ | -0,3 % | 278.957 $ | -13.605 $ | -4,7 % | |||
| Weinberger Asset Management, Inc | 278.580 $ | +28.502 $ | +11,4 % | 250.078 $ | +9.659 $ | +4,0 % | 240.419 $ | +2.940 $ | +1,2 % | 237.479 $ | -6.739 $ | -2,8 % |
| Hubbell Strickland Wealth Management, LLC | 265.050 $ | +2.208 $ | +0,8 % | 262.842 $ | -15.648 $ | -5,6 % | 278.490 $ | +8.156 $ | +3,0 % | 270.334 $ | +21.843 $ | +8,8 % |
| Camarda Financial Advisors, LLC | 278.242 $ | |||||||||||
| Hamilton Point Investment Advisors, LLC | 278.119 $ | +63.893 $ | +29,8 % | 214.226 $ | ||||||||
| Van Hulzen Asset Management, LLC | 223.110 $ | -54.033 $ | -19,5 % | 277.143 $ | +71.916 $ | +35,0 % | ||||||
| William Howard & Co Financial Advisors Inc | 277.016 $ | +45.739 $ | +19,8 % | 231.277 $ | +7.795 $ | +3,5 % | 223.482 $ | +3.905 $ | +1,8 % | 219.577 $ | +18.366 $ | +9,1 % |
| BRASADA CAPITAL MANAGEMENT, LP | 276.026 $ | |||||||||||
| Kellett Wealth Advisors, LLC | 275.786 $ | |||||||||||
| Comprehensive Financial Planning, Inc./PA | 275.303 $ | +33.824 $ | +14,0 % | 241.479 $ | +9.311 $ | +4,0 % | 232.168 $ | +6.146 $ | +2,7 % | 226.022 $ | +18.921 $ | +9,1 % |
| Gold Investment Management Ltd. | 180.821 $ | -94.404 $ | -34,3 % | 275.225 $ | +259.120 $ | +1.608,9 % | 16.105 $ | -41 $ | -0,3 % | 16.146 $ | +160 $ | +1,0 % |
| Pioneer Family Office, LLC | 274.533 $ | +40.286 $ | +17,2 % | 234.247 $ | +63.679 $ | +37,3 % | 170.568 $ | |||||
| Quintet Private Bank (Europe) S.A. | 274.409 $ | +48.025 $ | +21,2 % | 226.384 $ | +1.469 $ | +0,7 % | 224.915 $ | +3.842 $ | +1,7 % | 221.073 $ | +23.956 $ | +12,2 % |
| Dougherty & Associates, LLC | 272.615 $ | +2.293 $ | +0,8 % | 270.322 $ | -3.853 $ | -1,4 % | 274.175 $ | |||||
| Strid Group, LLC | 257.756 $ | -15.851 $ | -5,8 % | 273.607 $ | +51.942 $ | +23,4 % | ||||||
| CIBC Asset Management Inc | 273.355 $ | +19.229 $ | +7,6 % | 254.126 $ | -1.322 $ | -0,5 % | 255.448 $ | |||||
| Stonebridge Financial Group, LLC / MO | 272.535 $ | +28.622 $ | +11,7 % | 243.913 $ | -15.294 $ | -5,9 % | 259.207 $ | |||||
| Tenzing Financial LLC | 250.936 $ | -3.772 $ | -1,5 % | 254.708 $ | -17.753 $ | -6,5 % | 272.461 $ | |||||
| Westchester Capital Management, Inc. | 269.105 $ | -1.192 $ | -0,4 % | 270.297 $ | -1.225 $ | -0,5 % | 271.522 $ | -619 $ | -0,2 % | 272.141 $ | +898 $ | +0,3 % |
| C2C Wealth Management, LLC | 247.164 $ | -23.440 $ | -8,7 % | 270.604 $ | -678 $ | -0,2 % | 271.282 $ | -8.002 $ | -2,9 % | |||
| MATAURO, LLC | 271.232 $ | |||||||||||
| BUSH INVESTMENT GROUP, LLC | 270.769 $ | +322 $ | +0,1 % | |||||||||
| Endowment Wealth Management, Inc. | 249.668 $ | +17.817 $ | +7,7 % | 231.851 $ | +7.873 $ | +3,5 % | 223.978 $ | -46.671 $ | -17,2 % | 270.649 $ | +30.180 $ | +12,6 % |
| Directional Asset Management | 270.608 $ | +41.266 $ | +18,0 % | 229.342 $ | +21.346 $ | +10,3 % | 207.996 $ | |||||
| Annex Advisory Services, LLC | 211.325 $ | -59.150 $ | -21,9 % | 270.475 $ | ||||||||
| Aspen Wealth Management LLC | 203.803 $ | -18.209 $ | -8,2 % | 222.012 $ | -48.242 $ | -17,9 % | 270.254 $ | -31.136 $ | -10,3 % | |||
| Ransom Advisory, Ltd | 268.973 $ | |||||||||||
| BOS Asset Management, LLC | 268.539 $ | +53.406 $ | +24,8 % | 215.133 $ | ||||||||
| Guardian Partners Inc. | 267.110 $ | |||||||||||
| MONEYWISE, INC. | 245.745 $ | -3.411 $ | -1,4 % | 249.156 $ | -14.640 $ | -5,5 % | 263.796 $ | -1.226 $ | -0,5 % | 265.022 $ | -334.158 $ | -55,8 % |
| WRAPMANAGER INC | 265.017 $ | |||||||||||
| United Financial Planning Group LLC | 210.833 $ | -941 $ | -0,4 % | 211.774 $ | -52.938 $ | -20,0 % | 264.712 $ | +14.369 $ | +5,7 % | 250.343 $ | ||
| Hardworking Capital Advisors, LLC | 263.400 $ | -788 $ | -0,3 % | 264.188 $ | +11.086 $ | +4,4 % | 253.102 $ | |||||
| Midway Capital Research & Management | 263.400 $ | +28.018 $ | +11,9 % | 235.382 $ | ||||||||
| May Hill Capital, LLC | 262.363 $ | +1.580 $ | +0,6 % | 260.783 $ | +2.559 $ | +1,0 % | 258.224 $ | |||||
| Elevation Wealth Management LLC | 262.236 $ | +46.568 $ | +21,6 % | 215.668 $ | ||||||||
| Callahan Advisors, LLC | 233.375 $ | -108 $ | -0,0 % | 233.483 $ | -11.089 $ | -4,5 % | 244.572 $ | -17.650 $ | -6,7 % | 262.222 $ | +18.385 $ | +7,5 % |
| Index Technologies Group LLC | 262.077 $ | +53.194 $ | +25,5 % | 208.883 $ | ||||||||
| TRITONPOINT WEALTH, LLC | 261.818 $ | +622 $ | +0,2 % | 261.196 $ | ||||||||
| TEXAS PERMANENT SCHOOL FUND CORP | 260.842 $ | +2.499 $ | +1,0 % | 258.343 $ | -15.612.906 $ | -98,4 % | ||||||
| Edge Wealth Management LLC | 218.556 $ | -42.134 $ | -16,2 % | 260.690 $ | +28.129 $ | +12,1 % | ||||||
| KAVAR CAPITAL PARTNERS GROUP, LLC | 260.293 $ | +48.506 $ | +22,9 % | |||||||||
| NORTHCAPE WEALTH MANAGEMENT, LLC | 243.500 $ | -16.298 $ | -6,3 % | 259.798 $ | +24.363 $ | +10,3 % | ||||||
| Mountain Capital Investment Advisors Inc. | 228.840 $ | -30.524 $ | -11,8 % | 259.364 $ | -364.286 $ | -58,4 % | ||||||
| KOM Wealth Management Group, LLC | 257.172 $ | -1.450 $ | -0,6 % | 258.622 $ | ||||||||
| Soundwatch Capital LLC | 258.017 $ | |||||||||||
| Family Investment Center, Inc. | 257.823 $ | -13.465 $ | -5,0 % | |||||||||
| Range Financial Group LLC | 257.509 $ | -30.266 $ | -10,5 % | |||||||||
| ATLANTIC FAMILY WEALTH, LLC | 257.481 $ | +6.193 $ | +2,5 % | 251.288 $ | +11.301 $ | +4,7 % | 239.987 $ | |||||
| Alliance Wealth Advisors, LLC | 256.627 $ | +31.645 $ | +14,1 % | 224.982 $ | +4.960 $ | +2,3 % | 220.022 $ | +2.794 $ | +1,3 % | 217.228 $ | +10.627 $ | +5,1 % |
| Arnold Financial Planning LLC | 255.978 $ | +1.542 $ | +0,6 % | 254.436 $ | +2.496 $ | +1,0 % | 251.940 $ | |||||
| Sylvest Advisors, LLC | 255.876 $ | |||||||||||
| Horst & Graben Wealth Management LLC | 245.364 $ | +5.855 $ | +2,4 % | 239.509 $ | -16.291 $ | -6,4 % | 255.800 $ | +2.626 $ | +1,0 % | 253.174 $ | +23.742 $ | +10,3 % |
| Evelyn Partners Investment Management (Europe) Ltd | 162.273 $ | +2.477 $ | +1,6 % | 159.796 $ | -95.749 $ | -37,5 % | 255.545 $ | +10.414 $ | +4,2 % | |||
| Smith Thornton Advisors LLC | 254.700 $ | +26.060 $ | +11,4 % | 228.640 $ | +5.040 $ | +2,3 % | 223.600 $ | +2.840 $ | +1,3 % | 220.760 $ | +10.800 $ | +5,1 % |
| Financial Planning Hawaii, Inc. | 253.025 $ | +35.957 $ | +16,6 % | 217.068 $ | -37.474 $ | -14,7 % | 254.542 $ | |||||
| Maxele Advisors, LLC | 251.715 $ | -2.292 $ | -0,9 % | 254.007 $ | -519 $ | -0,2 % | 254.526 $ | +302 $ | +0,1 % | |||
| Clarity Retirement & Wealth, LLC | 231.998 $ | +30.696 $ | +15,2 % | 201.302 $ | -52.777 $ | -20,8 % | 254.079 $ | |||||
| BREAKTHRU ADVISORY SERVICES, LLC | 253.938 $ | |||||||||||
| PUREfi Wealth, LLC | 253.831 $ | +35.987 $ | +16,5 % | 217.844 $ | -23.952 $ | -9,9 % | 241.796 $ | +2.483 $ | +1,0 % | 239.313 $ | +22.442 $ | +10,3 % |
| Tanglewood Legacy Advisors, LLC | 253.347 $ | +63.035 $ | +33,1 % | 190.312 $ | +4.125 $ | +2,2 % | 186.187 $ | +50.824 $ | +37,5 % | 135.363 $ | +8.172 $ | +6,4 % |
| TRED AVON FAMILY WEALTH, LLC | 253.302 $ | |||||||||||
| Signature Resources Capital Management, LLC | 98.640 $ | -114.874 $ | -53,8 % | 213.514 $ | -39.787 $ | -15,7 % | 253.301 $ | +35.424 $ | +16,3 % | 217.877 $ | +18.306 $ | +9,2 % |
| Networth Advisors, LLC | 204.340 $ | +22.294 $ | +12,2 % | 182.046 $ | -70.643 $ | -28,0 % | 252.689 $ | |||||
| Elevated Financial Group LLC | 252.633 $ | |||||||||||
| Azimuth Capital Investment Management LLC | 252.496 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 251.927 $ | +13.343 $ | +5,6 % | 238.584 $ | +79.981 $ | +50,4 % | 158.603 $ | +65.997 $ | +71,3 % | |||
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 251.395 $ | +332 $ | +0,1 % | 251.063 $ | +3.061 $ | +1,2 % | 248.002 $ | -15.710 $ | -6,0 % | |||
| ASO GROUP Ltd | 251.000 $ | +44.000 $ | +21,3 % | 207.000 $ | +1.000 $ | +0,5 % | 206.000 $ | |||||
| BOOTHBAY FUND MANAGEMENT, LLC | 250.558 $ | |||||||||||
| Glaxis Capital Management, LLC | 250.215 $ | +8.433 $ | +3,5 % | 241.782 $ | +1.068 $ | +0,4 % | 240.714 $ | |||||
| LINCOLN CAPITAL CORP | 250.075 $ | +3.598 $ | +1,5 % | 246.477 $ | -75 $ | -0,0 % | 246.552 $ | +32.065 $ | +14,9 % | 214.487 $ | ||
| McHugh Group, LLC | 250.051 $ | |||||||||||
| Prodigy Asset Management LLC | 249.907 $ | |||||||||||
| AMERICAN CAPITAL MANAGEMENT INC | 249.102 $ | |||||||||||
| Covenant Asset Management, LLC | 244.598 $ | -902 $ | -0,4 % | 245.500 $ | -1.823 $ | -0,7 % | 247.323 $ | -1.739 $ | -0,7 % | 249.062 $ | +1.340 $ | +0,5 % |
| Hill Investment Group Partners, LLC | 248.829 $ | |||||||||||
| American Institute for Advanced Investment Management, LLP | 248.710 $ | |||||||||||
| INSPIRION WEALTH ADVISORS, LLC | 248.271 $ | +33.059 $ | +15,4 % | 215.212 $ | -23.662 $ | -9,9 % | 238.874 $ | |||||
| Ariston Services Group | 248.241 $ | |||||||||||
| Investmark Advisory Group LLC | 228.123 $ | +3.474 $ | +1,5 % | 224.649 $ | -23.372 $ | -9,4 % | 248.021 $ | +789 $ | +0,3 % | 247.232 $ | +2.758 $ | +1,1 % |
| Premier Financial Group | 247.799 $ | |||||||||||
| Greykasell Wealth Strategies, Inc. | 201.417 $ | -45.435 $ | -18,4 % | 246.852 $ | +15.375 $ | +6,6 % | 231.477 $ | +4.639 $ | +2,0 % | 226.838 $ | +53.537 $ | +30,9 % |
| SageGuard Financial Group, LLC | 246.534 $ | +15.283 $ | +6,6 % | 231.251 $ | -1.454 $ | -0,6 % | 232.705 $ | |||||
| VAUGHAN DAVID INVESTMENTS LLC/IL | 246.000 $ | |||||||||||
| GGM Financial LLC | 244.974 $ | +62.490 $ | +34,2 % | 182.484 $ | -25.858 $ | -12,4 % | 208.342 $ | +4.337 $ | +2,1 % | 204.005 $ | ||
| Wealth Advisory Solutions, LLC | 244.904 $ | +42.661 $ | +21,1 % | 202.243 $ | ||||||||
| Edgemoor Investment Advisors, Inc. | 244.340 $ | |||||||||||
| J HAGAN CAPITAL, INC. | 243.964 $ | |||||||||||
| Canandaigua National Trust Co of Florida | 243.915 $ | |||||||||||
| Summit Financial Wealth Advisors, LLC | 243.894 $ | |||||||||||
| USA FINANCIAL FORMULAS | 4.628 $ | 243.627 $ | -700.544 $ | -74,2 % | ||||||||
| Oceanside Advisors LLC | 242.840 $ | +42.500 $ | +21,2 % | 200.340 $ | ||||||||
| ELLERSON GROUP INC /ADV | 242.840 $ | +42.500 $ | +21,2 % | 200.340 $ | ||||||||
| Lakeshore Financial Planning, Inc. | 236.799 $ | +1.386 $ | +0,6 % | 235.413 $ | +2.309 $ | +1,0 % | 233.104 $ | -9.559 $ | -3,9 % | 242.663 $ | +3.000 $ | +1,3 % |
| Summit Place Financial Advisors, LLC | 242.551 $ | +21.678 $ | +9,8 % | |||||||||
| Kintayl Capital LP | 242.108 $ | -3.340.870 $ | -93,2 % | |||||||||
| IMPACTfolio, LLC | 238.038 $ | -3.674 $ | -1,5 % | 241.712 $ | +6.557 $ | +2,8 % | 235.155 $ | +10.348 $ | +4,6 % | 224.807 $ | -1.437 $ | -0,6 % |
| FOURPATH CAPITAL MANAGEMENT, LLC | 238.969 $ | -1.396 $ | -0,6 % | 240.365 $ | -780 $ | -0,3 % | 241.145 $ | -493 $ | -0,2 % | 241.638 $ | +287 $ | +0,1 % |
| Lynch Investment Planning, LLC | 240.890 $ | +29.220 $ | +13,8 % | 211.670 $ | ||||||||
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 224.404 $ | +22.185 $ | +11,0 % | 202.219 $ | -38.665 $ | -16,1 % | 240.884 $ | |||||
| Trivant Custom Portfolio Group, LLC | 240.771 $ | +15.774 $ | +7,0 % | |||||||||
| Great Point Wealth Advisors, LLC | 240.424 $ | +24.798 $ | +11,5 % | 215.626 $ | +4.428 $ | +2,1 % | 211.198 $ | |||||
| Advocacy Wealth Management, LLC | 240.367 $ | +16.610 $ | +7,4 % | 223.757 $ | -6.347 $ | -2,8 % | 230.104 $ | -9.676 $ | -4,0 % | 239.780 $ | +11.162 $ | +4,9 % |
| Harrington Investments, INC | 237.090 $ | -720 $ | -0,3 % | 237.810 $ | -1.380 $ | -0,6 % | 239.190 $ | -600 $ | -0,3 % | 239.790 $ | +1.290 $ | +0,5 % |
| Capital Investment Counsel, Inc | 227.780 $ | +455 $ | +0,2 % | 227.325 $ | -210 $ | -0,1 % | 227.535 $ | -12.040 $ | -5,0 % | 239.575 $ | +4.025 $ | +1,7 % |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 238.922 $ | +49.266 $ | +26,0 % | 189.656 $ | -2.622 $ | -1,4 % | 192.278 $ | +30.378 $ | +18,8 % | 161.900 $ | +1.486 $ | +0,9 % |
| Castleview Partners, LLC | 206.319 $ | -32.082 $ | -13,5 % | 238.401 $ | ||||||||
| Ninety One North America, Inc. | 238.320 $ | |||||||||||
| VISION FINANCIAL MARKETS LLC | 234.037 $ | -494 $ | -0,2 % | 234.531 $ | -2.574 $ | -1,1 % | 237.105 $ | -949 $ | -0,4 % | 238.054 $ | +3.027 $ | +1,3 % |
| Alpha Financial Partners LLC | 237.151 $ | +9.860 $ | +4,3 % | 227.291 $ | -3.716 $ | -1,6 % | 231.007 $ | +13.998 $ | +6,5 % | |||
| Tarbox Family Office, Inc. | 237.010 $ | +2.768 $ | +1,2 % | 234.242 $ | ||||||||
| WealthPLAN Partners, LLC | 232.098 $ | -4.068 $ | -1,7 % | 236.166 $ | +6.981 $ | +3,0 % | ||||||
| Palisade Asset Management, LLC | 226.688 $ | +1.263 $ | +0,6 % | 225.425 $ | +2.212 $ | +1,0 % | 223.213 $ | -11.933 $ | -5,1 % | 235.146 $ | +8.277 $ | +3,6 % |
| Wealth Group Ltd | 219.467 $ | -13.317 $ | -5,7 % | 232.784 $ | +7.245 $ | +3,2 % | 225.539 $ | -60.784 $ | -21,2 % | |||
| POM Investment Strategies, LLC | 19.992 $ | -212.256 $ | -91,4 % | 232.248 $ | +208.534 $ | +879,4 % | 23.714 $ | +15.555 $ | +190,6 % | 8.159 $ | ||
| New Covenant Trust Company, N.A. | 232.181 $ | +27.453 $ | +13,4 % | 204.728 $ | +1.354 $ | +0,7 % | 203.374 $ | |||||
| Mullooly Asset Management, Inc. | 231.461 $ | +24.381 $ | +11,8 % | 207.080 $ | +4.515 $ | +2,2 % | 202.565 $ | |||||
| Blue Sky Capital Consultants Group, Inc. | 231.127 $ | |||||||||||
| Sloy Dahl & Holst, LLC | 230.808 $ | +28.461 $ | +14,1 % | 202.347 $ | ||||||||
| Abacus Wealth Partners, LLC | 230.408 $ | -1.300.992 $ | -85,0 % | |||||||||
| Latitude Advisors, LLC | 230.396 $ | +25.933 $ | +12,7 % | 204.463 $ | -18.324 $ | -8,2 % | 222.787 $ | -18.136 $ | -7,5 % | |||
| Tactive Advisors, LLC | 230.358 $ | +20.588 $ | +9,8 % | |||||||||
| LifeSteps Financial, Inc. | 230.034 $ | |||||||||||
| CDM FINANCIAL COUNSELING SERVICES, INC. | 229.683 $ | +29.617 $ | +14,8 % | 200.066 $ | ||||||||
| LFG Wealth Partners, LLC | 229.455 $ | |||||||||||
| PRAIRIE ADVISORY, LLC | 229.238 $ | |||||||||||
| QUANTUM FINANCIAL PARTNERS LLC | 229.025 $ | |||||||||||
| SECURED RETIREMENT ADVISORS, LLC | 228.969 $ | |||||||||||
| Walleye Capital LLC | 228.899 $ | |||||||||||
| Gambit Capital Management, LLC | 228.429 $ | |||||||||||
| Split Rock Private Trading & Wealth Management, LLC | 228.114 $ | +7.585 $ | +3,4 % | 220.529 $ | +11.991 $ | +5,8 % | 208.538 $ | |||||
| Krane Financial Solutions LLC | 227.809 $ | |||||||||||
| GREAT OAK CAPITAL PARTNERS, LLC | 212.205 $ | -15.454 $ | -6,8 % | 227.659 $ | +17.575 $ | +8,4 % | ||||||
| Piscataqua Savings Bank | 227.037 $ | +67.053 $ | +41,9 % | 159.984 $ | -4.911 $ | -3,0 % | 164.895 $ | +74.971 $ | +83,4 % | 89.924 $ | +1.936 $ | +2,2 % |
| DecisionMap Wealth Management, LLC | 226.334 $ | +15.232 $ | +7,2 % | 211.102 $ | -1.465 $ | -0,7 % | 212.567 $ | +6.927 $ | +3,4 % | 205.640 $ | -8.919 $ | -4,2 % |
| Plus Group Wealth Advisors LLC | 223.155 $ | -270 $ | -0,1 % | 223.425 $ | -2.700 $ | -1,2 % | 226.125 $ | |||||
| FAIRFIELD, BUSH & CO. | 225.592 $ | |||||||||||
| LAFFER TENGLER INVESTMENTS, INC. | 224.534 $ | -965 $ | -0,4 % | 225.499 $ | -253.095 $ | -52,9 % | ||||||
| Planning Center, Inc. | 203.933 $ | -1.191 $ | -0,6 % | 205.124 $ | -18.696 $ | -8,4 % | 223.820 $ | -457 $ | -0,2 % | 224.277 $ | -29.711 $ | -11,7 % |
| GreatBanc Trust CO | 223.155 $ | |||||||||||
| DONALDSON CAPITAL MANAGEMENT, LLC | 212.925 $ | -9.362 $ | -4,2 % | 222.287 $ | -605 $ | -0,3 % | 222.892 $ | |||||
| Elequin Capital, LP | 1.966 $ | -6 $ | -0,3 % | 1.972 $ | -219.304 $ | -99,1 % | 221.276 $ | |||||
| Alpha Omega Wealth Management LLC | 221.183 $ | |||||||||||
| First Financial Group Corp | 220.898 $ | |||||||||||
| Aspect Partners, LLC | 188.023 $ | +25.239 $ | +15,5 % | 162.784 $ | +6.368 $ | +4,1 % | 156.416 $ | -64.332 $ | -29,1 % | 220.748 $ | +16.399 $ | +8,0 % |
| Bellars Harris Wealth Management, LLC | 220.600 $ | |||||||||||
| Interchange Capital Partners, LLC | 220.593 $ | |||||||||||
| MAINSAIL ASSET MANAGEMENT, LLC | 215.496 $ | -1.753 $ | -0,8 % | 217.249 $ | -1.473 $ | -0,7 % | 218.722 $ | -1.438 $ | -0,7 % | 220.160 $ | ||
| VeraBank, N.A. | 210.247 $ | -9.268 $ | -4,2 % | 219.515 $ | +1.169 $ | +0,5 % | 218.346 $ | -54 $ | -0,0 % | |||
| TCTC Holdings, LLC | 218.522 $ | -250 $ | -0,1 % | 218.772 $ | -220.173 $ | -50,2 % | ||||||
| JABODON PT CO | 218.415 $ | +39.158 $ | +21,8 % | 179.257 $ | +1.565 $ | +0,9 % | 177.692 $ | |||||
| Carnegie Lake Advisors LLC | 217.874 $ | |||||||||||
| Blue Line Capital, LLC / IL | 217.538 $ | |||||||||||
| Aspen Capital Management, LLC | 217.405 $ | +10.308 $ | +5,0 % | 207.097 $ | +2.126 $ | +1,0 % | 204.971 $ | |||||
| ProCore Advisors, LLC | 217.223 $ | +11.597 $ | +5,6 % | 205.626 $ | +2.943 $ | +1,5 % | 202.683 $ | |||||
| MOSELEY INVESTMENT MANAGEMENT INC | 216.198 $ | -919 $ | -0,4 % | 217.117 $ | +148 $ | +0,1 % | 216.969 $ | -18.281 $ | -7,8 % | |||
| TigerOak Management, L.L.C. | 213.684 $ | +58 $ | +0,0 % | 213.626 $ | -2.385 $ | -1,1 % | 216.011 $ | -825 $ | -0,4 % | 216.836 $ | +3.068 $ | +1,4 % |
| Meramec Financial Planners, LLC | 161.220 $ | +51.075 $ | +46,4 % | 110.145 $ | -106.592 $ | -49,2 % | 216.737 $ | |||||
| Navalign, LLC | 214.660 $ | +155 $ | +0,1 % | 214.505 $ | -1.244 $ | -0,6 % | 215.749 $ | -542 $ | -0,3 % | 216.291 $ | +1.164 $ | +0,5 % |
| Parcion Private Wealth LLC | 216.228 $ | +2.220 $ | +1,0 % | 214.008 $ | ||||||||
| Parkshore Wealth Management, Inc. | 216.020 $ | |||||||||||
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 215.939 $ | |||||||||||
| SCHWARTZ INVESTMENT COUNSEL INC | 215.938 $ | |||||||||||
| Clarity Asset Management, Inc. | 90.378 $ | -6.638 $ | -6,8 % | 97.016 $ | -118.510 $ | -55,0 % | 215.526 $ | +26.745 $ | +14,2 % | |||
| Glassman Wealth Services | 215.048 $ | +113.326 $ | +111,4 % | 101.722 $ | +85.658 $ | +533,2 % | 16.064 $ | +324 $ | +2,1 % | 15.740 $ | +1.659 $ | +11,8 % |
| Ledgewood Wealth Advisors, LLC | 214.899 $ | |||||||||||
| FIRST NATIONAL CORP /MA/ /ADV | 214.811 $ | +12.136 $ | +6,0 % | |||||||||
| JGP Wealth Management, LLC | 214.737 $ | +3.188 $ | +1,5 % | 211.549 $ | ||||||||
| PCM Encore, LLC | 214.484 $ | |||||||||||
| Bravias Capital Group, LLC | 214.092 $ | -175 $ | -0,1 % | 214.267 $ | ||||||||
| EVERPAR ADVISORS LLC | 213.674 $ | |||||||||||
| SPINNAKER TRUST | 213.484 $ | |||||||||||
| Whitaker-Myers Wealth Managers, LTD. | 213.466 $ | +3.869 $ | +1,8 % | |||||||||
| GenWealth Group, Inc. | 208.199 $ | -2.013 $ | -1,0 % | 210.212 $ | -1.623 $ | -0,8 % | 211.835 $ | -71 $ | -0,0 % | 211.906 $ | +777 $ | +0,4 % |
| True Vision MN LLC | 211.388 $ | |||||||||||
| SEMITAM BONAM LLC | 207.315 $ | -2.003 $ | -1,0 % | 209.318 $ | -1.336 $ | -0,6 % | 210.654 $ | -592 $ | -0,3 % | 211.246 $ | +775 $ | +0,4 % |
| Pineridge Advisors LLC | 211.031 $ | +38.197 $ | +22,1 % | |||||||||
| MATRIX PRIVATE CAPITAL GROUP LLC | 210.587 $ | +1.757 $ | +0,8 % | 208.830 $ | +11.645 $ | +5,9 % | 197.185 $ | +1.711 $ | +0,9 % | |||
| Willis Johnson & Associates, Inc. | 210.243 $ | -100 $ | -0,0 % | |||||||||
| Financial Perspectives, Inc | 210.105 $ | +29.391 $ | +16,3 % | 180.714 $ | -10.291 $ | -5,4 % | 191.005 $ | +623 $ | +0,3 % | 190.382 $ | +18.823 $ | +11,0 % |
| LEE DANNER & BASS INC | 208.797 $ | -1.212 $ | -0,6 % | 210.009 $ | ||||||||
| CERTIOR FINANCIAL GROUP, LLC | 208.929 $ | +5.360 $ | +2,6 % | |||||||||
| J. L. Bainbridge & Co., Inc. | 205.128 $ | -3.140 $ | -1,5 % | 208.268 $ | +2.287 $ | +1,1 % | ||||||
| Integrated Wealth Management | 206.550 $ | -1.702 $ | -0,8 % | 208.252 $ | ||||||||
| VanderPol Investments L.L.C. | 207.772 $ | -342 $ | -0,2 % | 208.114 $ | ||||||||
| Frazier Financial Advisors, LLC | 80.316 $ | -14.804 $ | -15,6 % | 95.120 $ | -99.062 $ | -51,0 % | 194.182 $ | -13.042 $ | -6,3 % | 207.224 $ | -8.447 $ | -3,9 % |
| Tacita Capital Inc | 207.141 $ | +27.407 $ | +15,2 % | 179.734 $ | -7.972 $ | -4,2 % | 187.706 $ | +3.757 $ | +2,0 % | 183.949 $ | +13.480 $ | +7,9 % |
| Everest Financial Group LLC | 206.625 $ | |||||||||||
| ENZI WEALTH | 206.563 $ | |||||||||||
| ACIMA PRIVATE WEALTH, LLC | 206.202 $ | +28.851 $ | +16,3 % | 177.351 $ | -2.283 $ | -1,3 % | 179.634 $ | +3.654 $ | +2,1 % | 175.980 $ | +17.541 $ | +11,1 % |
| Gilbert & Cook, Inc. | 206.165 $ | |||||||||||
| RETIREMENT GUYS FORMULA LLC | 203.581 $ | -619 $ | -0,3 % | 204.200 $ | -1.184 $ | -0,6 % | 205.384 $ | -516 $ | -0,3 % | 205.900 $ | +1.108 $ | +0,5 % |
| Joseph Group Capital Management | 205.654 $ | +41.378 $ | +25,2 % | 164.276 $ | +65.169 $ | +65,8 % | 99.107 $ | +39.664 $ | +66,7 % | 59.443 $ | ||
| Chokshi & Queen Wealth Advisors, Inc | 205.573 $ | |||||||||||
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 205.564 $ | |||||||||||
| Joseph P. Lucia & Associates, LLC | 205.558 $ | -5.073 $ | -2,4 % | |||||||||
| Echo Wealth Management, LLC | 204.890 $ | |||||||||||
| RETIREMENT INCOME SOLUTIONS, INC | 204.511 $ | +4.199 $ | +2,1 % | 200.312 $ | ||||||||
| Jackson, Grant Investment Advisers, Inc. | 204.496 $ | +28.992 $ | +16,5 % | 175.504 $ | -19.296 $ | -9,9 % | 194.800 $ | +2.000 $ | +1,0 % | 192.800 $ | +18.080 $ | +10,3 % |
| Cheviot Value Management, LLC | 392 $ | -3 $ | -0,8 % | 395 $ | -197.123 $ | -99,8 % | 197.518 $ | -6.941 $ | -3,4 % | 204.459 $ | +204.064 $ | +51.661,8 % |
| Fidelis Wealth Advisors LLC | 203.581 $ | |||||||||||
| PATTON ALBERTSON MILLER GROUP, LLC | 202.753 $ | |||||||||||
| Koesten, Hirschmann & Crabtree, INC. | 202.639 $ | +69.106 $ | +51,8 % | 133.533 $ | +10.131 $ | +8,2 % | ||||||
| WELCH & FORBES LLC | 202.489 $ | |||||||||||
| Tanager Wealth Management LLP | 200.553 $ | -1.164 $ | -0,6 % | 201.717 $ | -506 $ | -0,3 % | 202.223 $ | -78.730 $ | -28,0 % | |||
| HMS Capital Management, LLC | 201.122 $ | |||||||||||
| YCG, LLC | 200.954 $ | |||||||||||
| Founders Capital Management | 200.924 $ | +38.277 $ | +23,5 % | 162.647 $ | +3.974 $ | +2,5 % | 158.673 $ | +671 $ | +0,4 % | 158.002 $ | +8.016 $ | +5,3 % |
| BROGAN FINANCIAL, INC. | 200.711 $ | |||||||||||
| Bernard Wealth Management Corp. | 188.312 $ | -8.035 $ | -4,1 % | 196.347 $ | -3.658 $ | -1,8 % | 200.005 $ | -585 $ | -0,3 % | 200.590 $ | +5.899 $ | +3,0 % |
| MADDEN SECURITIES Corp | 200.343 $ | |||||||||||
| MOTCO | 143.012 $ | -760 $ | -0,5 % | 143.772 $ | -36.068 $ | -20,1 % | 179.840 $ | -18.756 $ | -9,4 % | 198.596 $ | +32.513 $ | +19,6 % |
| HOERTKORN RICHARD CHARLES | 196.305 $ | +34.860 $ | +21,6 % | 161.445 $ | -31.507 $ | -16,3 % | 192.952 $ | +148.312 $ | +332,2 % | 44.640 $ | -167.112 $ | -78,9 % |
| Brooklands Fund Management Ltd | 194.205 $ | |||||||||||
| HighMark Wealth Management LLC | 187.771 $ | +117.329 $ | +166,6 % | 70.442 $ | -122.451 $ | -63,5 % | 192.893 $ | +125.162 $ | +184,8 % | 67.731 $ | +9.931 $ | +17,2 % |
| Accent Capital Management, LLC | 191.715 $ | |||||||||||
| Harel Insurance Investments & Financial Services Ltd. | 27.000 $ | +0 $ | +0,0 % | 27.000 $ | +0 $ | +0,0 % | 27.000 $ | -164.000 $ | -85,9 % | 191.000 $ | +1.000 $ | +0,5 % |
| Stuart Chaussee & Associates, Inc. | 185.145 $ | +15.377 $ | +9,1 % | |||||||||
| BankPlus Trust Department | 179.904 $ | +9.825 $ | +5,8 % | 170.079 $ | -398 $ | -0,2 % | 170.477 $ | -14.097 $ | -7,6 % | 184.574 $ | +20.381 $ | +12,4 % |
| Tripletail Wealth Management, LLC | 182.975 $ | +27.939 $ | +18,0 % | 155.036 $ | +68.515 $ | +79,2 % | 86.521 $ | -42.934 $ | -33,2 % | 129.455 $ | ||
| Reyes Financial Architecture, Inc. | 161.868 $ | -18.067 $ | -10,0 % | 179.935 $ | +149.608 $ | +493,3 % | 30.327 $ | -1.287 $ | -4,1 % | 31.614 $ | -34.640 $ | -52,3 % |
| PROATHLETE WEALTH MANAGEMENT LLC | 177.970 $ | +25.345 $ | +16,6 % | 152.625 $ | -3.286 $ | -2,1 % | 155.911 $ | +3.289 $ | +2,2 % | 152.622 $ | -3.044 $ | -2,0 % |
| DT Investment Partners, LLC | 33.442 $ | +1.165 $ | +3,6 % | 32.277 $ | -142.538 $ | -81,5 % | 174.815 $ | |||||
| RICHARDS, MERRILL & PETERSON, INC. | 170.022 $ | +25.208 $ | +17,4 % | 144.814 $ | -7.454 $ | -4,9 % | 152.268 $ | |||||
| Center for Financial Planning, Inc. | 98.632 $ | +11.820 $ | +13,6 % | 86.812 $ | +6.342 $ | +7,9 % | 80.470 $ | -88.623 $ | -52,4 % | 169.093 $ | +94.163 $ | +125,7 % |
| First PREMIER Bank | 140.000 $ | +19.000 $ | +15,7 % | 121.000 $ | +4.000 $ | +3,4 % | 117.000 $ | -52.000 $ | -30,8 % | 169.000 $ | +10.000 $ | +6,3 % |
| Frankly Finances, LLC | 167.336 $ | -1.067 $ | -0,6 % | 168.403 $ | ||||||||
| Creative Capital Management Investments LLC | 168.397 $ | +23.768 $ | +16,4 % | 144.629 $ | +139.727 $ | +2.850,4 % | 4.902 $ | +88 $ | +1,8 % | 4.814 $ | -22.096 $ | -82,1 % |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 166.270 $ | |||||||||||
| Costello Asset Management, INC | 165.681 $ | +5.403 $ | +3,4 % | 160.278 $ | -5.358 $ | -3,2 % | 165.636 $ | +14.958 $ | +9,9 % | 150.678 $ | +1.255 $ | +0,8 % |
| Skylands Capital, LLC | 163.222 $ | -518.791 $ | -76,1 % | |||||||||
| General Partner, Inc. | 157.140 $ | -918 $ | -0,6 % | 158.058 $ | -513 $ | -0,3 % | 158.571 $ | -324 $ | -0,2 % | 158.895 $ | +189 $ | +0,1 % |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 157.033 $ | -476 $ | -0,3 % | 157.509 $ | -915 $ | -0,6 % | 158.424 $ | -397 $ | -0,2 % | 158.821 $ | +854 $ | +0,5 % |
| Smallwood Wealth Investment Management, LLC | 156.905 $ | +12.433 $ | +8,6 % | 144.472 $ | +75.160 $ | +108,4 % | 69.312 $ | -295 $ | -0,4 % | 69.607 $ | -19.035 $ | -21,5 % |
| Horizons Wealth Management | 154.153 $ | -1.229 $ | -0,8 % | 155.382 $ | +4.153 $ | +2,7 % | 151.229 $ | +10.116 $ | +7,2 % | |||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 152.661 $ | |||||||||||
| OPTIMUM INVESTMENT ADVISORS | 152.346 $ | -5.071 $ | -3,2 % | |||||||||
| Imprint Wealth LLC | 150.768 $ | +6.015 $ | +4,2 % | 144.753 $ | +9.098 $ | +6,7 % | 135.655 $ | +64.096 $ | +89,6 % | 71.559 $ | ||
| 1620 INVESTMENT ADVISORS, INC. | 149.291 $ | +703 $ | +0,5 % | 148.588 $ | -751 $ | -0,5 % | 149.339 $ | +621 $ | +0,4 % | 148.718 $ | +2.511 $ | +1,7 % |
| PIN OAK INVESTMENT ADVISORS INC | 77.000 $ | +5.000 $ | +6,9 % | 72.000 $ | -3.000 $ | -4,0 % | 75.000 $ | -72.545 $ | -49,2 % | 147.545 $ | +7.545 $ | +5,4 % |
| Chung Wu Investment Group, LLC | 144.059 $ | -174 $ | -0,1 % | 144.233 $ | -1.743 $ | -1,2 % | 145.976 $ | -628 $ | -0,4 % | 146.604 $ | +2.074 $ | +1,4 % |
| Aventura Private Wealth, LLC | 48.583 $ | -97.247 $ | -66,7 % | 145.830 $ | +97.636 $ | +202,6 % | 48.194 $ | +15.565 $ | +47,7 % | 32.629 $ | +405 $ | +1,3 % |
| WINNACLE WEALTH LLC | 139.349 $ | -4.222 $ | -2,9 % | 143.571 $ | ||||||||
| Vermillion & White Wealth Management Group, LLC | 141.538 $ | -723 $ | -0,5 % | 142.261 $ | -114.232 $ | -44,5 % | ||||||
| Trifecta Capital Advisors, LLC | 138.259 $ | +23.616 $ | +20,6 % | 114.643 $ | +387 $ | +0,3 % | 114.256 $ | +590 $ | +0,5 % | 113.666 $ | -19.094 $ | -14,4 % |
| Darwin Wealth Management, LLC | 21.655 $ | -7.395 $ | -25,5 % | 29.050 $ | +11.997 $ | +70,4 % | 17.053 $ | -118.533 $ | -87,4 % | 135.586 $ | +129.600 $ | +2.165,1 % |
| Rakuten Securities, Inc. | 38.980 $ | -12.770 $ | -24,7 % | 51.750 $ | -83.827 $ | -61,8 % | 135.577 $ | +99.590 $ | +276,7 % | 35.987 $ | -25.287 $ | -41,3 % |
| Westside Investment Management, Inc. | 63.055 $ | -34.086 $ | -35,1 % | 97.141 $ | -31.300 $ | -24,4 % | 128.441 $ | +1.232 $ | +1,0 % | 127.209 $ | +1.428 $ | +1,1 % |
| CALDWELL SUTTER CAPITAL, INC. | 116.689 $ | -2.865 $ | -2,4 % | 119.554 $ | -5.335 $ | -4,3 % | 124.889 $ | -2.477 $ | -1,9 % | 127.366 $ | +1.807 $ | +1,4 % |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 118.000 $ | +1.000 $ | +0,9 % | 117.000 $ | -7.000 $ | -5,6 % | 124.000 $ | -1.000 $ | -0,8 % | 125.000 $ | +6.000 $ | +5,0 % |
| Sachetta, LLC | 8.496 $ | -29.067 $ | -77,4 % | 37.563 $ | -4.591 $ | -10,9 % | 42.154 $ | -82.069 $ | -66,1 % | 124.223 $ | -29.834 $ | -19,4 % |
| FIRST COMMUNITY TRUST NA | 29.162 $ | -94.563 $ | -76,4 % | 123.725 $ | +94.305 $ | +320,5 % | 29.420 $ | -6.930 $ | -19,1 % | 36.350 $ | +248 $ | +0,7 % |
| FNY Investment Advisers, LLC | 122.000 $ | -542.000 $ | -81,6 % | |||||||||
| Lavaca Capital LLC | 121.379 $ | |||||||||||
| BELLEVUE ASSET MANAGEMENT, LLC | 99.857 $ | +13.503 $ | +15,6 % | 86.354 $ | +935 $ | +1,1 % | 85.419 $ | -34.085 $ | -28,5 % | 119.504 $ | +6.134 $ | +5,4 % |
| Richard W. Paul & Associates, LLC | 105.463 $ | -13.414 $ | -11,3 % | 118.877 $ | +14.312 $ | +13,7 % | 104.565 $ | -3.302 $ | -3,1 % | 107.867 $ | +1.887 $ | +1,8 % |
| Tower View Wealth Management LLC | 96.928 $ | +787 $ | +0,8 % | 96.141 $ | -21.799 $ | -18,5 % | 117.940 $ | +1.438 $ | +1,2 % | 116.502 $ | +1.898 $ | +1,7 % |
| Torren Management, LLC | 53.960 $ | -62.136 $ | -53,5 % | 116.096 $ | +69.393 $ | +148,6 % | 46.703 $ | |||||
| NorthAvenue LLC | 27.270 $ | +4.245 $ | +18,4 % | 23.025 $ | -91.762 $ | -79,9 % | 114.787 $ | |||||
| Moisand Fitzgerald Tamayo, LLC | 114.700 $ | +16.610 $ | +16,9 % | 98.090 $ | -8.124 $ | -7,6 % | 106.214 $ | +6.426 $ | +6,4 % | 99.788 $ | +32.958 $ | +49,3 % |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 113.426 $ | -945 $ | -0,8 % | 114.371 $ | -295 $ | -0,3 % | 114.666 $ | +835 $ | +0,7 % | |||
| JDM Financial Group LLC | 112.698 $ | +27.040 $ | +31,6 % | 85.658 $ | -5.562 $ | -6,1 % | 91.220 $ | -3.266 $ | -3,5 % | 94.486 $ | +5.213 $ | +5,8 % |
| Jessup Wealth Management, Inc | 112.670 $ | |||||||||||
| Innovative Asset Advisors Group, LLC | 110.905 $ | |||||||||||
| Colonial Trust Advisors | 36.899 $ | -69.999 $ | -65,5 % | 106.898 $ | -2.955 $ | -2,7 % | 109.853 $ | +71.448 $ | +186,0 % | 38.405 $ | +2.393 $ | +6,6 % |
| Noble Wealth Management PBC | 109.747 $ | +13.901 $ | +14,5 % | 95.846 $ | -370 $ | -0,4 % | 96.216 $ | +2.090 $ | +2,2 % | 94.126 $ | ||
| Walsh & Associates, LLC | 103.850 $ | +13.830 $ | +15,4 % | 90.020 $ | +4.849 $ | +5,7 % | 85.171 $ | |||||
| Asset Planning,Inc | 85.579 $ | -13 $ | -0,0 % | 85.592 $ | -9.668 $ | -10,1 % | 95.260 $ | -8.502 $ | -8,2 % | 103.762 $ | +10.379 $ | +11,1 % |
| Solstein Capital, LLC | 103.398 $ | -313 $ | -0,3 % | 103.711 $ | +1.831 $ | +1,8 % | 101.880 $ | +100.234 $ | +6.089,6 % | 1.646 $ | +951 $ | +136,8 % |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 98.000 $ | +1.000 $ | +1,0 % | 97.000 $ | +2.000 $ | +2,1 % | 95.000 $ | |||||
| BAYBAN | 77.291 $ | -20.288 $ | -20,8 % | 97.579 $ | +6.941 $ | +7,7 % | 90.638 $ | |||||
| Evelyn Partners Investment Management LLP | 95.888 $ | -160 $ | -0,2 % | 96.048 $ | ||||||||
| Evensky & Katz LLC | 95.914 $ | +4.611 $ | +5,1 % | 91.303 $ | +2.496 $ | +2,8 % | 88.807 $ | +2.087 $ | +2,4 % | 86.720 $ | +3.412 $ | +4,1 % |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 94.792 $ | +10.072 $ | +11,9 % | 84.720 $ | +781 $ | +0,9 % | 83.939 $ | +4.230 $ | +5,3 % | 79.709 $ | +4.192 $ | +5,6 % |
| Quarry LP | 93.715 $ | +73.000 $ | +352,4 % | 20.715 $ | -15.922.024 $ | -99,9 % | ||||||
| GILL CAPITAL PARTNERS, LLC | 93.239 $ | +16.571 $ | +21,6 % | 76.668 $ | ||||||||
| Vision Retirement, LLC | 58.714 $ | -33.967 $ | -36,6 % | 92.681 $ | +43.368 $ | +87,9 % | 49.313 $ | |||||
| Camelot Portfolios, LLC | 91.960 $ | |||||||||||
| AOZORA BANK, LTD. | 25.963 $ | -65.717 $ | -71,7 % | 91.680 $ | +1.297 $ | +1,4 % | ||||||
| CHESAPEAKE ASSET MANAGEMENT LLC | 90.868 $ | +5.466 $ | +6,4 % | 85.402 $ | -1.912 $ | -2,2 % | 87.314 $ | +1.916 $ | +2,2 % | 85.398 $ | +2.804 $ | +3,4 % |
| DELTA ASSET MANAGEMENT LLC/TN | 48.681 $ | -5.024 $ | -9,4 % | 53.705 $ | -649 $ | -1,2 % | 54.354 $ | -35.417 $ | -39,5 % | 89.771 $ | +1.147 $ | +1,3 % |
| Wellington Shields Capital Management, LLC | 71.786 $ | -12.108 $ | -14,4 % | 83.894 $ | -5.802 $ | -6,5 % | 89.696 $ | |||||
| Opal Wealth Advisors, LLC | 85.033 $ | -154.066 $ | -64,4 % | |||||||||
| Vanguard Global Advisers, LLC | 84.961 $ | +17.131 $ | +25,3 % | 67.830 $ | ||||||||
| Delos Wealth Advisors, LLC | 54.811 $ | +39.916 $ | +268,0 % | 14.895 $ | -34.251 $ | -69,7 % | 49.146 $ | -35.274 $ | -41,8 % | 84.420 $ | +13.087 $ | +18,3 % |
| Evergreen Private Wealth LLC | 81.952 $ | +7.324 $ | +9,8 % | |||||||||
| Measured Wealth Private Client Group, LLC | 80.688 $ | +8.679 $ | +12,1 % | 72.009 $ | +27.333 $ | +61,2 % | 44.676 $ | +3.516 $ | +8,5 % | 41.160 $ | ||
| Twin Lakes Capital Management, LLC | 79.064 $ | -462 $ | -0,6 % | 79.526 $ | -258 $ | -0,3 % | 79.784 $ | -163 $ | -0,2 % | 79.947 $ | +95 $ | +0,1 % |
| Avalon Trust Co | 57.327 $ | -335 $ | -0,6 % | 57.662 $ | -21.284 $ | -27,0 % | 78.946 $ | -153 $ | -0,2 % | 79.099 $ | -40.059 $ | -33,6 % |
| WOLFF WIESE MAGANA LLC | 78.767 $ | +1.387 $ | +1,8 % | 77.380 $ | -239 $ | -0,3 % | 77.619 $ | -309 $ | -0,4 % | 77.928 $ | +4.943 $ | +6,8 % |
| Dorato Capital Management | 76.174 $ | -610 $ | -0,8 % | 76.784 $ | -591 $ | -0,8 % | 77.375 $ | |||||
| Strategic Advocates LLC | 52.375 $ | -279 $ | -0,5 % | 52.654 $ | -22.478 $ | -29,9 % | 75.132 $ | +1.236 $ | +1,7 % | 73.896 $ | ||
| Sunrise Financial Services, LLC | 2.725 $ | -72.291 $ | -96,4 % | 75.016 $ | +20.468 $ | +37,5 % | 54.548 $ | |||||
| Tradewinds Capital Management, LLC | 60.900 $ | -14.081 $ | -18,8 % | 74.981 $ | +46.337 $ | +161,8 % | 28.644 $ | -9.178 $ | -24,3 % | 37.822 $ | +29.406 $ | +349,4 % |
| Intentional Wealth Strategies, LLC | 73.976 $ | |||||||||||
| Providence Capital Advisors, LLC | 72.913 $ | |||||||||||
| Capital Advisor Network LLC | 69.116 $ | +5.330 $ | +8,4 % | 63.786 $ | ||||||||
| Harborfront Financial Group LLC | 68.618 $ | |||||||||||
| HFM Investment Advisors, LLC | 43.695 $ | -7.979 $ | -15,4 % | 51.674 $ | -6.231 $ | -10,8 % | 57.905 $ | -10.497 $ | -15,3 % | 68.402 $ | -4.920 $ | -6,7 % |
| Richardson Capital Management LLC | 60.984 $ | +8.510 $ | +16,2 % | 52.474 $ | +1.928 $ | +3,8 % | 50.546 $ | -10.040 $ | -16,6 % | 60.586 $ | +59.455 $ | +5.256,9 % |
| CROWLEY WEALTH MANAGEMENT, INC. | 60.462 $ | +271 $ | +0,5 % | |||||||||
| Hartford Financial Management Inc. | 52.547 $ | +9.331 $ | +21,6 % | 43.216 $ | -15.026 $ | -25,8 % | 58.242 $ | +1.196 $ | +2,1 % | 57.046 $ | +34.046 $ | +148,0 % |
| Financial Avengers, Inc. | 56.278 $ | +42.736 $ | +315,6 % | 13.542 $ | -124.998 $ | -90,2 % | ||||||
| Canton Hathaway, LLC | 55.321 $ | -168 $ | -0,3 % | 55.489 $ | -322 $ | -0,6 % | 55.811 $ | -189 $ | -0,3 % | 56.000 $ | +0 $ | +0,0 % |
| Catherine Avery Investment Management LLC | 55.597 $ | |||||||||||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 49.779 $ | -481 $ | -1,0 % | 50.260 $ | -321 $ | -0,6 % | 50.581 $ | -84 $ | -0,2 % | 50.665 $ | ||
| Provenance Wealth Advisors, LLC | 49.572 $ | +8.803 $ | +21,6 % | 40.769 $ | -4.862 $ | -10,7 % | 45.631 $ | +907 $ | +2,0 % | 44.724 $ | +5.070 $ | +12,8 % |
| Regatta Research & Money Management | 48.289 $ | |||||||||||
| Harvest Fund Management Co., Ltd | 30.000 $ | -13.000 $ | -30,2 % | 43.000 $ | -5.000 $ | -10,4 % | 48.000 $ | +3.000 $ | +6,7 % | 45.000 $ | -7.000 $ | -13,5 % |
| SOUTHERN MICHIGAN BANK & TRUST | 46.054 $ | -1.593 $ | -3,3 % | 47.647 $ | ||||||||
| Abich Financial Wealth Management LLC | 47.225 $ | |||||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 41.514 $ | -4.128 $ | -9,0 % | 45.642 $ | -821 $ | -1,8 % | 46.463 $ | +4.928 $ | +11,9 % | |||
| Cresta Advisors, Ltd. | 46.214 $ | |||||||||||
| Gunma Bank,Ltd. | 46.150 $ | +12.077 $ | +35,4 % | |||||||||
| TEXAS TREASURY SAFEKEEPING TRUST CO | 43.283 $ | |||||||||||
| OLD SECOND NATIONAL BANK OF AURORA | 42.136 $ | +7.482 $ | +21,6 % | 34.654 $ | -3.136 $ | -8,3 % | 37.790 $ | +776 $ | +2,1 % | 37.014 $ | +2.429 $ | +7,0 % |
| LGT Financial Advisors LLC | 41.555 $ | +1.937 $ | +4,9 % | 39.618 $ | +88 $ | +0,2 % | 39.530 $ | +407 $ | +1,0 % | 39.123 $ | -735 $ | -1,8 % |
| Portus Wealth Advisors, LLC | 41.549 $ | |||||||||||
| Southern Farm Bureau Life Insurance | 39.711 $ | -28 $ | -0,1 % | 39.739 $ | -519 $ | -1,3 % | 40.258 $ | -10 $ | -0,0 % | 40.268 $ | +20.260 $ | +101,3 % |
| Wealth Preservation Advisors, LLC | 7.646 $ | -32.441 $ | -80,9 % | 40.087 $ | +33.185 $ | +480,8 % | ||||||
| ESL Trust Services, LLC | 39.753 $ | |||||||||||
| Your Advocates Ltd., LLP | 11.787 $ | +3.312 $ | +39,1 % | 8.475 $ | -30.880 $ | -78,5 % | 39.355 $ | +13.063 $ | +49,7 % | 26.292 $ | +2.199 $ | +9,1 % |
| Park Place Capital Corp | 38.295 $ | +38.289 $ | +638.150,0 % | 6 $ | -22.379 $ | -100,0 % | 22.385 $ | +384 $ | +1,7 % | |||
| Collier Financial | 8.922 $ | -26.892 $ | -75,1 % | 35.814 $ | -2.134 $ | -5,6 % | 37.948 $ | +1.244 $ | +3,4 % | 36.704 $ | ||
| St. Johns Investment Management Company, LLC | 36.614 $ | +1.499 $ | +4,3 % | |||||||||
| MCDONALD PARTNERS LLC | 36.350 $ | |||||||||||
| Game Plan Financial Advisors, LLC | 35.572 $ | +4.846 $ | +15,8 % | 30.726 $ | -1.926 $ | -5,9 % | 32.652 $ | +920 $ | +2,9 % | 31.732 $ | +2.492 $ | +8,5 % |
| Advantage Trust Co | 34.253 $ | +1.959 $ | +6,1 % | 32.294 $ | +3.028 $ | +10,3 % | ||||||
| Legal & General Group Plc | 2.084 $ | -29.115 $ | -93,3 % | 31.199 $ | -28.860.081 $ | -99,9 % | ||||||
| Go Invest LLC | 20.208 $ | -9.450 $ | -31,9 % | 29.658 $ | -956 $ | -3,1 % | 30.614 $ | |||||
| Kozak & Associates, Inc. | 110 $ | -20.350 $ | -99,5 % | 20.460 $ | -9.042 $ | -30,6 % | 29.502 $ | |||||
| Transce3nd, LLC | 28.224 $ | -314 $ | -1,1 % | 28.538 $ | +28 $ | +0,1 % | 28.510 $ | +28.510 $ | 0 $ | -710.247 $ | -100,0 % | |
| MBM WEALTH CONSULTANTS, LLC | 28.023 $ | |||||||||||
| Financial Connections Group, Inc. | 15.000 $ | +0 $ | +0,0 % | 15.000 $ | -13.000 $ | -46,4 % | 28.000 $ | -132.000 $ | -82,5 % | |||
| Covestor Ltd | 28.000 $ | +14.000 $ | +100,0 % | 14.000 $ | +3.000 $ | +27,3 % | 11.000 $ | +0 $ | +0,0 % | 11.000 $ | -64.000 $ | -85,3 % |
| Basepoint Wealth LLC | 27.427 $ | |||||||||||
| GABLES CAPITAL MANAGEMENT INC. | 26.670 $ | +23.064 $ | +639,6 % | 3.606 $ | +23 $ | +0,6 % | 3.583 $ | +61 $ | +1,7 % | 3.522 $ | +382 $ | +12,2 % |
| West Branch Capital LLC | 25.378 $ | +4.649 $ | +22,4 % | 20.729 $ | -1.372 $ | -6,2 % | 22.101 $ | +454 $ | +2,1 % | 21.647 $ | +1.935 $ | +9,8 % |
| MRP Capital Investments, LLC | 21.661 $ | -197 $ | -0,9 % | 21.858 $ | -129 $ | -0,6 % | 21.987 $ | -2.425 $ | -9,9 % | 24.412 $ | ||
| Rachor Investment Advisory Services, LLC | 23.646 $ | -54 $ | -0,2 % | 23.700 $ | -147 $ | -0,6 % | 23.847 $ | |||||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 23.110 $ | -69 $ | -0,3 % | 23.179 $ | -88 $ | -0,4 % | 23.267 $ | |||||
| Pflug Koory, LLC | 21.867 $ | +44 $ | +0,2 % | 21.823 $ | -20 $ | -0,1 % | 21.843 $ | -1.156 $ | -5,0 % | 22.999 $ | +386 $ | +1,7 % |
| Corsicana & Co. | 22.924 $ | +8.694 $ | +61,1 % | 14.230 $ | -6.778 $ | -32,3 % | 21.008 $ | +352 $ | +1,7 % | 20.656 $ | ||
| Navigoe, LLC | 11.000 $ | -10.000 $ | -47,6 % | 21.000 $ | +0 $ | +0,0 % | 21.000 $ | +19.000 $ | +950,0 % | |||
| REXFORD CAPITAL INC | 20.963 $ | +3.694 $ | +21,4 % | 17.269 $ | ||||||||
| Accordant Advisory Group Inc | 20.092 $ | +112 $ | +0,6 % | 19.980 $ | ||||||||
| Pathway Financial Advisers, LLC | 19.454 $ | |||||||||||
| CGC Financial Services, LLC | 19.387 $ | +1.066 $ | +5,8 % | 18.321 $ | -542 $ | -2,9 % | 18.863 $ | -220 $ | -1,2 % | 19.083 $ | +711 $ | +3,9 % |
| Davis Capital Management | 17.242 $ | +9.407 $ | +120,1 % | 7.835 $ | -10.941 $ | -58,3 % | 18.776 $ | -162 $ | -0,9 % | 18.938 $ | ||
| S&T BANK/PA | 17.782 $ | -54 $ | -0,3 % | 17.836 $ | -103 $ | -0,6 % | 17.939 $ | -45 $ | -0,3 % | 17.984 $ | +96 $ | +0,5 % |
| Midwest Capital Advisors, LLC | 16.644 $ | +73 $ | +0,4 % | 16.571 $ | -1.235 $ | -6,9 % | ||||||
| CoreFirst Bank & Trust | 16.555 $ | +722 $ | +4,6 % | 15.833 $ | +402 $ | +2,6 % | 15.431 $ | +1.661 $ | +12,1 % | |||
| BROADWATER CAPITAL MANAGEMENT LLC | 16.497 $ | +2.367 $ | +16,8 % | 14.130 $ | +0 $ | +0,0 % | 14.130 $ | +174 $ | +1,2 % | 13.956 $ | -12.731.044 $ | -99,9 % |
| Clark Wealth Partners | 15.352 $ | +712 $ | +4,9 % | 14.640 $ | +4.471 $ | +44,0 % | 10.169 $ | +0 $ | +0,0 % | 10.169 $ | -23.567 $ | -69,9 % |
| Estabrook Capital Management | 14.732 $ | +45 $ | +0,3 % | 14.687 $ | +53 $ | +0,4 % | 14.634 $ | +199 $ | +1,4 % | 14.435 $ | -4.847 $ | -25,1 % |
| Redwood Park Advisors LLC | 14.402 $ | +2.551 $ | +21,5 % | 11.851 $ | ||||||||
| GODSEY & GIBB, INC | 13.320 $ | |||||||||||
| Wilkerson Advisory Group LLC | 7.342 $ | -5.634 $ | -43,4 % | 12.976 $ | +949 $ | +7,9 % | 12.027 $ | |||||
| Westend Capital Management, LLC | 12.059 $ | +5.356 $ | +79,9 % | 6.703 $ | -81 $ | -1,2 % | 6.784 $ | -29 $ | -0,4 % | 6.813 $ | ||
| GW&K Investment Management, LLC | 12.000 $ | +1.000 $ | +9,1 % | 11.000 $ | +8.000 $ | +266,7 % | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | -6.000 $ | -66,7 % |
| PFS Partners, LLC | 11.928 $ | +2.129 $ | +21,7 % | 9.799 $ | ||||||||
| MJT & Associates Financial Advisory Group, Inc. | 473 $ | -1 $ | -0,2 % | 474 $ | -10.266 $ | -95,6 % | 10.740 $ | +18 $ | +0,2 % | 10.722 $ | -60.623 $ | -85,0 % |
| Bullock Wealth Management Group | 10.658 $ | |||||||||||
| Citizens National Bank Trust Department | 10.514 $ | +149 $ | +1,4 % | |||||||||
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 10.493 $ | +1.050 $ | +11,1 % | |||||||||
| Benson Wealth Management INC | 10.321 $ | +1.807 $ | +21,2 % | 8.514 $ | +55 $ | +0,7 % | 8.459 $ | |||||
| Cypress Capital Management LLC (WY) | 7.439 $ | -2.491 $ | -25,1 % | 9.930 $ | -120 $ | -1,2 % | 10.050 $ | -43 $ | -0,4 % | 10.093 $ | +143 $ | +1,4 % |
| IAG Wealth Partners, LLC | 9.914 $ | +1.760 $ | +21,6 % | 8.154 $ | -99 $ | -1,2 % | 8.253 $ | +7.801 $ | +1.725,9 % | |||
| Scarborough Advisors, LLC | 7.861 $ | -1.352 $ | -14,7 % | 9.213 $ | -437 $ | -4,5 % | 9.650 $ | -120.733 $ | -92,6 % | |||
| Essential Investment Partners LLC | 9.210 $ | +1.590 $ | +20,9 % | 7.620 $ | -1.601 $ | -17,4 % | 9.221 $ | |||||
| Inspire Investing, LLC | 8.753 $ | -772.030 $ | -98,9 % | |||||||||
| Mountain Hill Investment Partners Corp. | 8.375 $ | -36 $ | -0,4 % | 8.411 $ | ||||||||
| Municipal Employees' Retirement System of Michigan | 7.815 $ | -553 $ | -6,6 % | 8.368 $ | +9 $ | +0,1 % | ||||||
| High Point Wealth Management, LLC | 7.039 $ | |||||||||||
| Estate Planners Group, LLC | 6.336 $ | |||||||||||
| Sarver Vrooman Wealth Advisors | 6.054 $ | +854 $ | +16,4 % | 5.200 $ | -326 $ | -5,9 % | 5.526 $ | +156 $ | +2,9 % | 5.370 $ | +422 $ | +8,5 % |
| NEW ENGLAND ASSET MANAGEMENT INC | 5.927 $ | -53 $ | -0,9 % | 5.980 $ | -15 $ | -0,3 % | 5.995 $ | +32 $ | +0,5 % | |||
| Hopwood Financial Services, Inc. | 5.885 $ | +7 $ | +0,1 % | |||||||||
| Mowery & Schoenfeld Wealth Management, LLC | 5.876 $ | +2.392 $ | +68,7 % | 3.484 $ | +2.103 $ | +152,3 % | 1.381 $ | +118 $ | +9,3 % | |||
| Nvest Wealth Strategies, Inc. | 5.455 $ | +960 $ | +21,4 % | 4.495 $ | -407 $ | -8,3 % | 4.902 $ | |||||
| Prudent Man Investment Management, Inc. | 5.033 $ | +0 $ | +0,0 % | |||||||||
| Ulland Investment Advisors, LLC | 5.000 $ | +1.000 $ | +25,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | ||
| 3 FACTOR INDEXING, LLC | 4.386 $ | +11 $ | +0,3 % | 4.375 $ | ||||||||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 34 $ | -1 $ | -2,9 % | 35 $ | +0 $ | +0,0 % | 35 $ | -4.142 $ | -99,2 % | 4.177 $ | ||
| Riverview Trust Co | 4.055 $ | |||||||||||
| Beutel, Goodman & Co Ltd. | 3.000 $ | +2.000 $ | +200,0 % | 1.000 $ | -3.000 $ | -75,0 % | 4.000 $ | |||||
| Morse Asset Management, Inc | 3.966 $ | +704 $ | +21,6 % | 3.262 $ | -295 $ | -8,3 % | 3.557 $ | +73 $ | +2,1 % | 3.484 $ | +312 $ | +9,8 % |
| Family Legacy Financial Solutions, LLC | 3.619 $ | -3.707 $ | -50,6 % | |||||||||
| Quattro Advisors LLC | 3.452 $ | |||||||||||
| Pandora Wealth, Inc. | 3.350 $ | -14 $ | -0,4 % | 3.364 $ | -782 $ | -18,9 % | ||||||
| Clayton Financial Group LLC | 3.069 $ | +386 $ | +14,4 % | 2.683 $ | ||||||||
| CAPITAL & PLANNING, LLC | 2.446 $ | |||||||||||
| Acumen Wealth Advisors, LLC | 2.212 $ | |||||||||||
| Prestige Wealth Management Group LLC | 2.107 $ | +55 $ | +2,7 % | 2.052 $ | -3.530 $ | -63,2 % | ||||||
| Commonwealth Retirement Investments LLC | 2.045 $ | +97 $ | +5,0 % | 1.948 $ | ||||||||
| Industrial Alliance Investment Management Inc. | 1.979 $ | +993 $ | +100,7 % | 986 $ | +534 $ | +118,1 % | 452 $ | |||||
| GS Investments, Inc. | 1.818 $ | -3 $ | -0,2 % | 1.821 $ | ||||||||
| Miller Global Investments, LLC | 1.334 $ | |||||||||||
| Bradley & Co. Private Wealth Management, LLC | 1.304 $ | +161 $ | +14,1 % | 1.143 $ | +25 $ | +2,2 % | 1.118 $ | +14 $ | +1,3 % | 1.104 $ | +54 $ | +5,1 % |
| LOGAN CAPITAL MANAGEMENT INC | 1.081 $ | +5 $ | +0,5 % | |||||||||
| PARK CIRCLE Co | 992 $ | +0 $ | +0,0 % | 992 $ | +0 $ | +0,0 % | 992 $ | +0 $ | +0,0 % | |||
| IMG Wealth Management, Inc. | 826 $ | |||||||||||
| American Wealth Advisors, LLC | 800 $ | +10 $ | +1,3 % | 790 $ | ||||||||
| Virtus Fixed Income Advisers, LLC | 236 $ | -4 $ | -1,7 % | 240 $ | -657 $ | -73,2 % | ||||||
| HOEY INVESTMENTS, INC | 158 $ | +1 $ | +0,6 % | 157 $ | +0 $ | +0,0 % | 157 $ | +1 $ | +0,6 % | 156 $ | +3 $ | +2,0 % |
| Dauntless Investment Group, LLC | 0 $ | |||||||||||
| CENTRAL BANK OF BRAZIL | 0 $ | +0 $ | 0 $ | |||||||||
| 255.234.336.239 $ | +21.093.838.267 $ | +383,8 % | 236.200.836.433 $ | +25.954.056.990 $ | +275,4 % | 207.630.094.323 $ | -4.126.465.358 $ | +409,4 % | 208.872.708.381 $ | +17.113.266.312 $ | +8.127,5 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
SEC-Meldungen 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 SEC-Meldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.