| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 2.874.798.839 $ | +443.436.429 $ | +143,3 % | 2.421.231.036 $ | +120.081.135 $ | +252,2 % | 2.253.068.755 $ | -18.663.330 $ | +67,9 % | 2.212.931.511 $ | +247.423.287 $ | +40,3 % | |
| RITHOLTZ WEALTH MANAGEMENT | 184.049.296 $ | +44.660.434 $ | +32,0 % | 139.388.862 $ | +14.883.561 $ | +12,0 % | 124.505.301 $ | +4.109.161 $ | +3,4 % | 120.396.140 $ | +17.272.993 $ | +16,7 % |
| ANDERSON HOAGLAND & CO | 142.061.875 $ | +13.909.485 $ | +10,9 % | 128.152.390 $ | +5.277.806 $ | +4,3 % | 122.874.584 $ | +1.946.931 $ | +1,6 % | 120.927.653 $ | +6.873.969 $ | +6,0 % |
| MERCER GLOBAL ADVISORS INC /ADV | 130.891.764 $ | -6.868.394 $ | -5,0 % | 137.760.158 $ | +2.799.924 $ | +2,1 % | 134.960.234 $ | -6.682.743 $ | -4,7 % | 141.642.977 $ | +12.559.936 $ | +9,7 % |
| LPL Financial LLC | 109.268.939 $ | +33.931.327 $ | +45,0 % | 75.337.612 $ | +4.854.474 $ | +6,9 % | 70.483.138 $ | +10.914.411 $ | +18,3 % | 59.568.727 $ | +8.567.684 $ | +16,8 % |
| Armbruster Capital Management, Inc. | 108.598.727 $ | +12.252.625 $ | +12,7 % | 96.346.102 $ | +2.342.124 $ | +2,5 % | 94.003.978 $ | +2.020.604 $ | +2,2 % | 91.983.374 $ | +7.015.082 $ | +8,3 % |
| BANK OF AMERICA CORP /DE/ | 71.000.872 $ | +14.057.840 $ | +24,7 % | 56.943.032 $ | +12.330.841 $ | +27,6 % | 44.612.191 $ | -46.234.154 $ | -50,9 % | 90.846.345 $ | +58.120.329 $ | +177,6 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 42.916.812 $ | +9.533.874 $ | +28,6 % | 33.382.938 $ | +1.209.587 $ | +3,8 % | 32.173.351 $ | -55.171.400 $ | -63,2 % | 87.344.751 $ | +7.914.328 $ | +10,0 % |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 77.877.807 $ | +10.685.879 $ | +15,9 % | 67.191.928 $ | -1.833.622 $ | -2,7 % | 69.025.550 $ | +4.385.217 $ | +6,8 % | 64.640.333 $ | ||
| RAYMOND JAMES FINANCIAL INC | 76.275.379 $ | +5.260.198 $ | +7,4 % | 71.015.181 $ | +8.293.191 $ | +13,2 % | 62.721.990 $ | +21.913.049 $ | +53,7 % | 40.808.941 $ | +7.399.351 $ | +22,1 % |
| Wescott Financial Advisory Group, LLC | 74.933.778 $ | +1.554.849 $ | +2,1 % | 73.378.929 $ | +5.469.153 $ | +8,1 % | 67.909.776 $ | +3.069.696 $ | +4,7 % | 64.840.080 $ | +540.036 $ | +0,8 % |
| Cambridge Investment Research Advisors, Inc. | 72.892.000 $ | +46.714.000 $ | +178,4 % | 26.178.000 $ | +4.598.000 $ | +21,3 % | 21.580.000 $ | +2.653.000 $ | +14,0 % | 18.927.000 $ | +1.403.000 $ | +8,0 % |
| Strategic Financial Services, Inc. | 68.279.912 $ | +12.000.369 $ | +21,3 % | 56.279.543 $ | -2.216.197 $ | -3,8 % | 58.495.740 $ | +4.795.544 $ | +8,9 % | 53.700.196 $ | +5.481.374 $ | +11,4 % |
| WELLS FARGO & COMPANY/MN | 19.321.594 $ | -22.954.721 $ | -54,3 % | 42.276.315 $ | +28.021.116 $ | +196,6 % | 14.255.199 $ | -53.859.522 $ | -79,1 % | 68.114.721 $ | +60.300.508 $ | +771,7 % |
| ENVESTNET ASSET MANAGEMENT INC | 60.718.279 $ | +5.347.790 $ | +9,7 % | 55.370.489 $ | +8.860.403 $ | +19,1 % | 46.510.086 $ | -3.833.547 $ | -7,6 % | 50.343.633 $ | +1.870.235 $ | +3,9 % |
| Systelligence, LLC | 51.760.628 $ | +14.708.900 $ | +39,7 % | 37.051.728 $ | +16.910.425 $ | +84,0 % | 20.141.303 $ | -2.582.690 $ | -11,4 % | 22.723.993 $ | -8.074.622 $ | -26,2 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 51.373.954 $ | +7.396.406 $ | +16,8 % | 43.977.548 $ | +4.302.774 $ | +10,8 % | 39.674.774 $ | +991.260 $ | +2,6 % | 38.683.514 $ | +2.318.239 $ | +6,4 % |
| Equitable Holdings, Inc. | 50.003.819 $ | +12.500.323 $ | +33,3 % | 37.503.496 $ | +5.529.182 $ | +17,3 % | 31.974.314 $ | +5.360.855 $ | +20,1 % | 26.613.459 $ | +7.137.915 $ | +36,7 % |
| Cetera Investment Advisers | 40.950.626 $ | +11.484.384 $ | +39,0 % | 29.466.242 $ | -1.093.087 $ | -3,6 % | 30.559.329 $ | +279.314 $ | +0,9 % | 30.280.015 $ | -34.253.964 $ | -53,1 % |
| DAVIDSON INVESTMENT ADVISORS | 39.008.643 $ | +8.750.245 $ | +28,9 % | 30.258.398 $ | +2.223.252 $ | +7,9 % | 28.035.146 $ | +1.254.310 $ | +4,7 % | 26.780.836 $ | +3.956.613 $ | +17,3 % |
| Corient Private Wealth LP | 7.327.504 $ | -11.795.885 $ | -61,7 % | 19.123.389 $ | -16.420.951 $ | -46,2 % | 35.544.340 $ | +17.048.843 $ | +92,2 % | 18.495.497 $ | +395.927 $ | +2,2 % |
| UBS Group AG | 32.852.935 $ | +8.527.791 $ | +35,1 % | 24.325.144 $ | +1.600.210 $ | +7,0 % | 22.724.934 $ | +1.527.043 $ | +7,2 % | 21.197.891 $ | -954.560 $ | -4,3 % |
| Gleason Group, Inc. | 31.699.124 $ | +1.401.454 $ | +4,6 % | 30.297.670 $ | +1.506.845 $ | +5,2 % | 28.790.825 $ | -2.231.990 $ | -7,2 % | 31.022.815 $ | +142.878 $ | +0,5 % |
| Karpus Management, Inc. | 3.469.868 $ | -64.975 $ | -1,8 % | 3.534.843 $ | -23.159.067 $ | -86,8 % | 26.693.910 $ | -3.909.071 $ | -12,8 % | 30.602.981 $ | +7.177.128 $ | +30,6 % |
| Storen Legacy Partners, LLC | 10.109.596 $ | +1.005.850 $ | +11,0 % | 9.103.746 $ | -21.271.789 $ | -70,0 % | 30.375.535 $ | |||||
| UMB Bank, n.a. | 29.666.725 $ | +2.996.134 $ | +11,2 % | 26.670.591 $ | +3.529.035 $ | +15,2 % | 23.141.556 $ | +452.451 $ | +2,0 % | 22.689.105 $ | +908.112 $ | +4,2 % |
| BURRUS FINANCIAL SERVICES, INC. | 28.943.952 $ | +2.227.131 $ | +8,3 % | 26.716.821 $ | +4.642.217 $ | +21,0 % | 22.074.604 $ | -3.894.131 $ | -15,0 % | 25.968.735 $ | +2.041.023 $ | +8,5 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 3.141 $ | -281.972 $ | -98,9 % | 285.113 $ | -28.274.530 $ | -99,0 % | 28.559.643 $ | +3.081.651 $ | +12,1 % | 25.477.992 $ | ||
| OSAIC HOLDINGS, INC. | 27.897.113 $ | +11.586.194 $ | +71,0 % | 16.310.919 $ | -4.448.751 $ | -21,4 % | 20.759.670 $ | +1.331.431 $ | +6,9 % | 19.428.239 $ | +2.885.589 $ | +17,4 % |
| TIAA Wealth Investment Management LLC | 23.806.230 $ | -3.113.799 $ | -11,6 % | 26.920.029 $ | ||||||||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26.416.844 $ | +4.471.509 $ | +20,4 % | 21.945.335 $ | +1.235.627 $ | +6,0 % | 20.709.708 $ | +401.790 $ | +2,0 % | 20.307.918 $ | +1.389.879 $ | +7,3 % |
| TWO SIGMA INVESTMENTS, LP | 26.146.320 $ | +19.335.245 $ | +283,9 % | 6.811.075 $ | +3.302.722 $ | +94,1 % | 3.508.353 $ | -1.096.936 $ | -23,8 % | 4.605.289 $ | -3.257.784 $ | -41,4 % |
| BRASS TAX WEALTH MANAGEMENT, INC | 23.882.722 $ | |||||||||||
| NewEdge Advisors, LLC | 23.676.817 $ | +3.766.562 $ | +18,9 % | 19.910.255 $ | +2.010.715 $ | +11,2 % | 17.899.540 $ | -67.801 $ | -0,4 % | 17.967.341 $ | +1.945.266 $ | +12,1 % |
| Pure Financial Advisors, LLC | 23.556.403 $ | +3.111.858 $ | +15,2 % | 20.444.545 $ | +2.483.900 $ | +13,8 % | 17.960.645 $ | +779.771 $ | +4,5 % | 17.180.874 $ | +983.820 $ | +6,1 % |
| CABOT WEALTH MANAGEMENT INC | 12.546.241 $ | -10.617.442 $ | -45,8 % | 23.163.683 $ | +1.298.624 $ | +5,9 % | 21.865.059 $ | +1.128.840 $ | +5,4 % | 20.736.219 $ | +2.110.709 $ | +11,3 % |
| GOLDMAN SACHS GROUP INC | 22.789.202 $ | +18.382.085 $ | +417,1 % | 4.407.117 $ | -4.613.696 $ | -51,1 % | 9.020.813 $ | +5.454.859 $ | +153,0 % | 3.565.954 $ | +632.413 $ | +21,6 % |
| ROYAL BANK OF CANADA | 22.442.000 $ | +7.650.000 $ | +51,7 % | 14.792.000 $ | +5.014.000 $ | +51,3 % | 9.778.000 $ | +1.192.000 $ | +13,9 % | 8.586.000 $ | -14.070.000 $ | -62,1 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 22.400.356 $ | +3.297.359 $ | +17,3 % | 19.102.997 $ | +2.092.760 $ | +12,3 % | 17.010.237 $ | +6.258.237 $ | +58,2 % | 10.752.000 $ | +499.000 $ | +4,9 % |
| Savant Capital, LLC | 20.919.858 $ | +9.606.568 $ | +84,9 % | 11.313.290 $ | -666.516 $ | -5,6 % | 11.979.806 $ | +1.287.518 $ | +12,0 % | 10.692.288 $ | +6.605.531 $ | +161,6 % |
| SEEDS INVESTOR LLC | 20.083.917 $ | +415.339 $ | +2,1 % | 19.668.578 $ | +414.255 $ | +2,2 % | 19.254.323 $ | +632.636 $ | +3,4 % | 18.621.687 $ | +1.921.937 $ | +11,5 % |
| Hobart Private Capital, LLC | 9.096.190 $ | -4.304.166 $ | -32,1 % | 13.400.356 $ | +55.765 $ | +0,4 % | 13.344.591 $ | -4.374.359 $ | -24,7 % | 17.718.950 $ | -2.562.240 $ | -12,6 % |
| Bedel Financial Consulting, Inc. | 3.853.326 $ | +332.946 $ | +9,5 % | 3.520.380 $ | -13.217.047 $ | -79,0 % | 16.737.427 $ | +14.432.495 $ | +626,2 % | 2.304.932 $ | +231.830 $ | +11,2 % |
| RFP Financial Group LLC | 16.615.976 $ | +11.948.672 $ | +256,0 % | 4.667.304 $ | ||||||||
| Opus Capital Group, LLC | 18.960 $ | -16.425.040 $ | -99,9 % | 16.444.000 $ | +559.000 $ | +3,5 % | 15.885.000 $ | +811.000 $ | +5,4 % | 15.074.000 $ | +909.000 $ | +6,4 % |
| Mariner, LLC | 16.121.320 $ | +8.636.633 $ | +115,4 % | 7.484.687 $ | +5.534.788 $ | +283,8 % | 1.949.899 $ | -20.765 $ | -1,1 % | 1.970.664 $ | -1.185.501 $ | -37,6 % |
| Financial Partners Group, Inc | 14.079.080 $ | +2.973.441 $ | +26,8 % | 11.105.639 $ | +382.628 $ | +3,6 % | 10.723.011 $ | +2.324.027 $ | +27,7 % | 8.398.984 $ | -700.927 $ | -7,7 % |
| MENORA MIVTACHIM HOLDINGS LTD. | 13.854.308 $ | +1.289.945 $ | +10,3 % | 12.564.363 $ | -278.517 $ | -2,2 % | 12.842.880 $ | +1.439.401 $ | +12,6 % | 11.403.479 $ | +400.041 $ | +3,6 % |
| Sequoia Financial Advisors, LLC | 9.142.181 $ | -1.299.998 $ | -12,4 % | 10.442.179 $ | -1.274.272 $ | -10,9 % | 11.716.451 $ | -2.119.054 $ | -15,3 % | 13.835.505 $ | +10.073.843 $ | +267,8 % |
| Focus Partners Wealth | 13.477.620 $ | +1.498.615 $ | +12,5 % | 11.979.005 $ | -863.977 $ | -6,7 % | 12.842.982 $ | +24.352 $ | +0,2 % | 12.818.630 $ | +1.819.791 $ | +16,5 % |
| WIN ADVISORS, INC | 13.353.902 $ | +2.405.157 $ | +22,0 % | 10.948.745 $ | +8.463.238 $ | +340,5 % | 2.485.507 $ | |||||
| Cedar Point Capital Partners, LLC | 2.818.425 $ | +415.537 $ | +17,3 % | 2.402.888 $ | -10.024.411 $ | -80,7 % | 12.427.299 $ | +286.632 $ | +2,4 % | 12.140.667 $ | +765.370 $ | +6,7 % |
| MORGAN STANLEY | 11.320.943 $ | -958.799 $ | -7,8 % | 12.279.742 $ | +8.850.513 $ | +258,1 % | 3.429.229 $ | +2.417.268 $ | +238,9 % | 1.011.961 $ | +80.875 $ | +8,7 % |
| RWA WEALTH PARTNERS, LLC | 10.789.528 $ | +465.273 $ | +4,5 % | 10.324.255 $ | -697.557 $ | -6,3 % | 11.021.812 $ | -893.033 $ | -7,5 % | 11.914.845 $ | -2.327.845 $ | -16,3 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.643.422 $ | +3.105.444 $ | +41,2 % | 7.537.978 $ | -3.816.620 $ | -33,6 % | 11.354.598 $ | +375.625 $ | +3,4 % | 10.978.973 $ | -412.332 $ | -3,6 % |
| Kestra Advisory Services, LLC | 11.219.808 $ | +3.568.868 $ | +46,6 % | 7.650.940 $ | +262.450 $ | +3,6 % | 7.388.490 $ | +449.761 $ | +6,5 % | 6.938.729 $ | +4.269.502 $ | +160,0 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11.199.332 $ | +7.257.218 $ | +184,1 % | 3.942.114 $ | +2.740.002 $ | +227,9 % | 1.202.112 $ | -220.421 $ | -15,5 % | 1.422.533 $ | +452.915 $ | +46,7 % |
| Private Advisor Group, LLC | 10.745.355 $ | +49.426 $ | +0,5 % | 10.695.929 $ | -495.783 $ | -4,4 % | 11.191.712 $ | +1.401.167 $ | +14,3 % | 9.790.545 $ | +2.552.639 $ | +35,3 % |
| Beaird Harris Wealth Management, LLC | 9.672.839 $ | -375.381 $ | -3,7 % | 10.048.220 $ | -303.301 $ | -2,9 % | 10.351.521 $ | -727.807 $ | -6,6 % | 11.079.328 $ | +349.415 $ | +3,3 % |
| Focus Advisor Solutions, LLC | 10.789.262 $ | +6.070.427 $ | +128,6 % | 4.718.835 $ | +2.365.162 $ | +100,5 % | 2.353.673 $ | -4.904.378 $ | -67,6 % | 7.258.051 $ | +5.417.649 $ | +294,4 % |
| Nicht ausgewiesen | 10.788.893 $ | +2.245.577 $ | +26,3 % | 8.543.316 $ | +2.897.390 $ | +51,3 % | 5.645.926 $ | +2.104.978 $ | +59,4 % | 3.540.948 $ | +1.438.489 $ | +68,4 % |
| Genesis Wealth Advisors, LLC | 10.387.020 $ | +1.522.723 $ | +17,2 % | 8.864.297 $ | +115.379 $ | +1,3 % | 8.748.918 $ | +324.664 $ | +3,9 % | 8.424.254 $ | +500.782 $ | +6,3 % |
| TRUIST FINANCIAL CORP | 7.760.828 $ | -2.452.698 $ | -24,0 % | 10.213.526 $ | +1.432.191 $ | +16,3 % | 8.781.335 $ | +3.799.487 $ | +76,3 % | 4.981.848 $ | +1.832.009 $ | +58,2 % |
| OPPENHEIMER & CO INC | 10.094.426 $ | +8.825.673 $ | +695,6 % | 1.268.753 $ | ||||||||
| Beacon Bank & Trust | 9.741.361 $ | +211.142 $ | +2,2 % | 9.530.219 $ | +336.565 $ | +3,7 % | 9.193.654 $ | +793.709 $ | +9,4 % | 8.399.945 $ | +5.866.502 $ | +231,6 % |
| HALL CAPITAL MANAGEMENT CO INC | 9.678.246 $ | |||||||||||
| Rooted Wealth Advisors, Inc. | 9.657.148 $ | +1.848.999 $ | +23,7 % | 7.808.149 $ | +1.934.435 $ | +32,9 % | 5.873.714 $ | |||||
| Clearstead Advisors, LLC | 9.645.788 $ | +4.657.851 $ | +93,4 % | 4.987.937 $ | +1.183.349 $ | +31,1 % | 3.804.588 $ | +452.090 $ | +13,5 % | 3.352.498 $ | +392.269 $ | +13,3 % |
| JONES FINANCIAL COMPANIES LLLP | 9.620.817 $ | +2.010.827 $ | +26,4 % | 7.609.990 $ | +768.506 $ | +11,2 % | 6.841.484 $ | +2.426.615 $ | +55,0 % | 4.414.869 $ | +2.160.774 $ | +95,9 % |
| Stonebridge Capital Advisors LLC | 9.545.833 $ | +442.623 $ | +4,9 % | 9.103.210 $ | -233.101 $ | -2,5 % | 9.336.311 $ | +689.277 $ | +8,0 % | 8.647.034 $ | +588.650 $ | +7,3 % |
| S.A. Mason LLC | 9.363.577 $ | +4.016.305 $ | +75,1 % | 5.347.272 $ | +2.644.768 $ | +97,9 % | 2.702.504 $ | |||||
| Beacon Pointe Advisors, LLC | 9.015.683 $ | +541.418 $ | +6,4 % | 8.474.265 $ | -201.399 $ | -2,3 % | 8.675.664 $ | +231.643 $ | +2,7 % | 8.444.021 $ | +5.081.976 $ | +151,2 % |
| Altiora Financial Group, LLC | 8.882.257 $ | +1.345.878 $ | +17,9 % | 7.536.379 $ | +3.051.753 $ | +68,0 % | 4.484.626 $ | +333.137 $ | +8,0 % | 4.151.489 $ | +232.253 $ | +5,9 % |
| BUILDER INVESTMENT GROUP INC /ADV | 8.405.942 $ | +6.056.904 $ | +257,8 % | 2.349.038 $ | ||||||||
| Sterling Manor Financial, LLC | 7.957.740 $ | -343.002 $ | -4,1 % | 8.300.742 $ | +302.191 $ | +3,8 % | 7.998.551 $ | -366.603 $ | -4,4 % | |||
| Hughes Financial Services, LLC | 8.248.964 $ | +601.566 $ | +7,9 % | 7.647.398 $ | +319.065 $ | +4,4 % | 7.328.333 $ | +128.629 $ | +1,8 % | 7.199.704 $ | +255.883 $ | +3,7 % |
| Farther Finance Advisors, LLC | 8.123.637 $ | +1.915.503 $ | +30,9 % | 6.208.134 $ | +1.718.710 $ | +38,3 % | 4.489.424 $ | +3.371.537 $ | +301,6 % | 1.117.887 $ | +722.958 $ | +183,1 % |
| Geneos Wealth Management Inc. | 7.929.688 $ | +1.061.950 $ | +15,5 % | 6.867.738 $ | +354.562 $ | +5,4 % | 6.513.176 $ | +415.007 $ | +6,8 % | 6.098.169 $ | +548.750 $ | +9,9 % |
| Capital Investment Services of America, Inc. | 5.390.705 $ | -2.328.300 $ | -30,2 % | 7.719.005 $ | -43.357 $ | -0,6 % | 7.762.362 $ | -21.650 $ | -0,3 % | 7.784.012 $ | +65.895 $ | +0,9 % |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 7.618.248 $ | +1.425.959 $ | +23,0 % | 6.192.289 $ | +734.982 $ | +13,5 % | 5.457.307 $ | +1.269.139 $ | +30,3 % | 4.188.168 $ | +964.395 $ | +29,9 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 7.561.000 $ | +1.902.000 $ | +33,6 % | 5.659.000 $ | +1.923.000 $ | +51,5 % | ||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4.580.993 $ | +43.907 $ | +1,0 % | 4.537.086 $ | +68.252 $ | +1,5 % | 4.468.834 $ | -2.712.988 $ | -37,8 % | 7.181.822 $ | +354.234 $ | +5,2 % |
| MML INVESTORS SERVICES, LLC | 6.976.849 $ | +3.076.088 $ | +78,9 % | 3.900.761 $ | +786.403 $ | +25,3 % | 3.114.358 $ | +1.224.337 $ | +64,8 % | 1.890.021 $ | -67.979 $ | -3,5 % |
| Apella Capital, LLC | 6.489.040 $ | -155.728 $ | -2,3 % | 6.644.768 $ | +1.519.120 $ | +29,6 % | 5.125.648 $ | |||||
| LINCOLN CAPITAL CORP | 6.629.776 $ | +1.562.126 $ | +30,8 % | 5.067.650 $ | +118.591 $ | +2,4 % | 4.949.059 $ | -76.770 $ | -1,5 % | 5.025.829 $ | +491.561 $ | +10,8 % |
| MAYPORT, LLC | 6.469.158 $ | +197.883 $ | +3,2 % | 6.271.275 $ | +2.072.491 $ | +49,4 % | 4.198.784 $ | +1.093.239 $ | +35,2 % | 3.105.545 $ | +1.021.441 $ | +49,0 % |
| Capital Advisors Wealth Management, LLC | 6.337.341 $ | +647.509 $ | +11,4 % | 5.689.832 $ | +120.717 $ | +2,2 % | 5.569.115 $ | +268.354 $ | +5,1 % | 5.300.761 $ | ||
| Haverford Trust Co | 6.236.948 $ | +656.144 $ | +11,8 % | 5.580.804 $ | +3.087.138 $ | +123,8 % | 2.493.666 $ | +492.369 $ | +24,6 % | 2.001.297 $ | +328.281 $ | +19,6 % |
| RW Investment Management LLC | 6.207.163 $ | +1.324.427 $ | +27,1 % | 4.882.736 $ | ||||||||
| ECLECTIC ASSOCIATES INC /ADV | 6.202.889 $ | +1.029.929 $ | +19,9 % | 5.172.960 $ | +198.436 $ | +4,0 % | 4.974.524 $ | +997.095 $ | +25,1 % | 3.977.429 $ | +553.379 $ | +16,2 % |
| GenTrust, LLC | 5.945.230 $ | -180.036 $ | -2,9 % | 6.125.266 $ | +3.234.141 $ | +111,9 % | 2.891.125 $ | +629.396 $ | +27,8 % | 2.261.729 $ | -118.859 $ | -5,0 % |
| ADVISORTRUST PARTNERS, LLC | 6.029.420 $ | +5.546.361 $ | +1.148,2 % | 483.059 $ | ||||||||
| Firestone Capital Management | 5.173.993 $ | -756.263 $ | -12,8 % | 5.930.256 $ | +374.871 $ | +6,7 % | 5.555.385 $ | +702.716 $ | +14,5 % | 4.852.669 $ | +526.804 $ | +12,2 % |
| Wealthspire Advisors, LLC | 5.845.263 $ | +5.818.509 $ | +21.748,2 % | 26.754 $ | ||||||||
| Betterment LLC | 5.845.000 $ | +839.000 $ | +16,8 % | 5.006.000 $ | +213.000 $ | +4,4 % | 4.793.000 $ | +49.000 $ | +1,0 % | 4.744.000 $ | +927.000 $ | +24,3 % |
| TITLEIST ASSET MANAGEMENT, LLC | 5.746.519 $ | +80.426 $ | +1,4 % | 5.666.093 $ | +471.383 $ | +9,1 % | 5.194.710 $ | +657.537 $ | +14,5 % | 4.537.173 $ | +462.921 $ | +11,4 % |
| SMITH, MOORE & CO. | 5.606.971 $ | +405.052 $ | +7,8 % | 5.201.919 $ | +626.150 $ | +13,7 % | 4.575.769 $ | +1.452.418 $ | +46,5 % | 3.123.351 $ | -336.577 $ | -9,7 % |
| Tidal Investments LLC | 1.558.938 $ | -443.450 $ | -22,1 % | 2.002.388 $ | -3.602.164 $ | -64,3 % | 5.604.552 $ | +4.827.004 $ | +620,8 % | |||
| Stratos Wealth Advisors, LLC | 4.883.168 $ | -511.805 $ | -9,5 % | 5.394.973 $ | +553.761 $ | +11,4 % | 4.841.212 $ | +100.525 $ | +2,1 % | 4.740.687 $ | +614.377 $ | +14,9 % |
| BROWN ADVISORY INC | 3.236.347 $ | -435.610 $ | -11,9 % | 3.671.957 $ | +119.164 $ | +3,4 % | 3.552.793 $ | -1.816.450 $ | -33,8 % | 5.369.243 $ | -434.497 $ | -7,5 % |
| Cannon Wealth Management Services, LLC | 5.336.378 $ | +1.184.871 $ | +28,5 % | 4.151.507 $ | +80.926 $ | +2,0 % | 4.070.581 $ | +3.395.955 $ | +503,4 % | 674.626 $ | +394.084 $ | +140,5 % |
| Financial Freedom, LLC | 5.262.378 $ | +1.472.271 $ | +38,8 % | 3.790.107 $ | +267.117 $ | +7,6 % | 3.522.990 $ | +882.791 $ | +33,4 % | 2.640.199 $ | +1.319.653 $ | +99,9 % |
| TFB Advisors LLC | 5.253.539 $ | +1.137.428 $ | +27,6 % | 4.116.111 $ | +749.459 $ | +22,3 % | 3.366.652 $ | +333.763 $ | +11,0 % | 3.032.889 $ | +820.072 $ | +37,1 % |
| Merit Financial Group, LLC | 5.243.030 $ | +8.820 $ | +0,2 % | 5.234.210 $ | +94.714 $ | +1,8 % | 5.139.496 $ | +1.460.841 $ | +39,7 % | 3.678.655 $ | +590.693 $ | +19,1 % |
| Topsail Wealth Management, LLC | 5.188.744 $ | +19.825 $ | +0,4 % | 5.168.919 $ | -22.082 $ | -0,4 % | 5.191.001 $ | -17.581 $ | -0,3 % | 5.208.582 $ | +51.073 $ | +1,0 % |
| Legacy PCG, LLC | 5.000.131 $ | -152.789 $ | -3,0 % | 5.152.920 $ | +669.710 $ | +14,9 % | ||||||
| Aspire Private Capital, LLC | 3.480.562 $ | +544.629 $ | +18,6 % | 2.935.933 $ | +136.349 $ | +4,9 % | 2.799.584 $ | -2.203.750 $ | -44,0 % | 5.003.334 $ | +2.804.998 $ | +127,6 % |
| WEDBUSH SECURITIES INC | 4.988.000 $ | +2.200.000 $ | +78,9 % | 2.788.000 $ | +455.000 $ | +19,5 % | 2.333.000 $ | +300.000 $ | +14,8 % | 2.033.000 $ | +757.000 $ | +59,3 % |
| Financial Engines Advisors L.L.C. | 4.935.816 $ | +805.379 $ | +19,5 % | 4.130.437 $ | +5.130 $ | +0,1 % | 4.125.307 $ | -42.571 $ | -1,0 % | 4.167.878 $ | +692.878 $ | +19,9 % |
| Medallion Wealth Advisors, LLC | 4.914.281 $ | +799.268 $ | +19,4 % | 4.115.013 $ | +84.897 $ | +2,1 % | 4.030.116 $ | +300.861 $ | +8,1 % | 3.729.255 $ | +420.919 $ | +12,7 % |
| Sculati Wealth Management, LLC | 4.894.144 $ | +447.992 $ | +10,1 % | 4.446.152 $ | +166.105 $ | +3,9 % | 4.280.047 $ | +344.484 $ | +8,8 % | 3.935.563 $ | +1.196.186 $ | +43,7 % |
| EP Wealth Advisors, LLC | 4.869.450 $ | +351.754 $ | +7,8 % | 4.517.696 $ | +54.944 $ | +1,2 % | 4.462.752 $ | +245.529 $ | +5,8 % | |||
| Ashton Thomas Private Wealth, LLC | 4.425.794 $ | -378.321 $ | -7,9 % | 4.804.115 $ | +86.047 $ | +1,8 % | 4.718.068 $ | +1.322.460 $ | +38,9 % | 3.395.608 $ | -196.793 $ | -5,5 % |
| STIFEL FINANCIAL CORP | 4.791.827 $ | +1.224.576 $ | +34,3 % | 3.567.251 $ | -886.663 $ | -19,9 % | 4.453.914 $ | +1.565.301 $ | +54,2 % | 2.888.613 $ | -471.656 $ | -14,0 % |
| First Affirmative Financial Network | 4.748.000 $ | +4.503.176 $ | +1.839,4 % | 244.824 $ | ||||||||
| Integrated Wealth Concepts LLC | 4.663.779 $ | +998.990 $ | +27,3 % | 3.664.789 $ | +2.192.102 $ | +148,9 % | 1.472.687 $ | -234.106 $ | -13,7 % | 1.706.793 $ | +408.287 $ | +31,4 % |
| Lebenthal Global Advisors, LLC | 4.613.668 $ | +413.661 $ | +9,8 % | 4.200.007 $ | +88.488 $ | +2,2 % | 4.111.519 $ | +416.607 $ | +11,3 % | 3.694.912 $ | +250.004 $ | +7,3 % |
| BlueChip Wealth Advisors LLC | 4.589.231 $ | +534.378 $ | +13,2 % | 4.054.853 $ | +964.319 $ | +31,2 % | 3.090.534 $ | +394.790 $ | +14,6 % | 2.695.744 $ | -160.758 $ | -5,6 % |
| IF Advisors, LLC | 1.965.414 $ | -2.535.316 $ | -56,3 % | 4.500.730 $ | +437.730 $ | +10,8 % | 4.063.000 $ | |||||
| Dakota Wealth Management | 4.232.631 $ | -43.468 $ | -1,0 % | 4.276.099 $ | -201.227 $ | -4,5 % | 4.477.326 $ | +915.046 $ | +25,7 % | 3.562.280 $ | +615.124 $ | +20,9 % |
| BEACON FINANCIAL PLANNING, INC | 4.420.361 $ | +228.155 $ | +5,4 % | 4.192.206 $ | +1.271.224 $ | +43,5 % | 2.920.982 $ | +70.949 $ | +2,5 % | 2.850.033 $ | +191.436 $ | +7,2 % |
| Redhawk Wealth Advisors, Inc. | 3.206.972 $ | -1.131.674 $ | -26,1 % | 4.338.646 $ | +2.493 $ | +0,1 % | 4.336.153 $ | +385.442 $ | +9,8 % | 3.950.711 $ | +464.518 $ | +13,3 % |
| Professional Financial Advisors, LLC | 404.120 $ | +50.026 $ | +14,1 % | 354.094 $ | -3.889.641 $ | -91,7 % | 4.243.735 $ | +52.748 $ | +1,3 % | 4.190.987 $ | +310.755 $ | +8,0 % |
| Privatperson | 4.075.397 $ | +6.838 $ | +0,2 % | 4.068.559 $ | ||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.126.337 $ | -825.992 $ | -42,3 % | 1.952.329 $ | -2.094.181 $ | -51,8 % | 4.046.510 $ | +3.779.186 $ | +1.413,7 % | 267.324 $ | -1.874.370 $ | -87,5 % |
| Cerity Partners LLC | 4.037.779 $ | +426.877 $ | +11,8 % | 3.610.902 $ | +219.701 $ | +6,5 % | 3.391.201 $ | +1.669.378 $ | +97,0 % | 1.721.823 $ | +103.834 $ | +6,4 % |
| TCI Wealth Advisors, Inc. | 2.548.454 $ | -1.362.327 $ | -34,8 % | 3.910.781 $ | -116.567 $ | -2,9 % | 4.027.348 $ | +1.310 $ | +0,0 % | 4.026.038 $ | ||
| Caitlin John, LLC | 3.936.799 $ | +1.115.900 $ | +39,6 % | 2.820.899 $ | -183.830 $ | -6,1 % | 3.004.729 $ | -16.425 $ | -0,5 % | 3.021.154 $ | +157.633 $ | +5,5 % |
| Fortis Group Advisors, LLC | 3.915.811 $ | +3.674.511 $ | +1.522,8 % | 241.300 $ | -831 $ | -0,3 % | 242.131 $ | +3.148 $ | +1,3 % | 238.983 $ | +22.964 $ | +10,6 % |
| Cornerstone Planning, LLC | 2.685.737 $ | +122.555 $ | +4,8 % | 2.563.182 $ | -1.331.854 $ | -34,2 % | 3.895.036 $ | |||||
| HighTower Advisors, LLC | 3.818.127 $ | +3.340.163 $ | +698,8 % | 477.964 $ | -82.150 $ | -14,7 % | 560.114 $ | +341.281 $ | +156,0 % | 218.833 $ | ||
| Haven Private, LLC | 3.510.999 $ | -276.997 $ | -7,3 % | 3.787.996 $ | +464.056 $ | +14,0 % | 3.323.940 $ | +69.475 $ | +2,1 % | 3.254.465 $ | +124.121 $ | +4,0 % |
| Wilkins Miller Wealth Management, LLC | 3.692.671 $ | +885.549 $ | +31,5 % | 2.807.122 $ | +162.920 $ | +6,2 % | 2.644.202 $ | +456.875 $ | +20,9 % | 2.187.327 $ | +926.767 $ | +73,5 % |
| Janney Montgomery Scott LLC | 3.671.000 $ | +553.000 $ | +17,7 % | 3.118.000 $ | +222.000 $ | +7,7 % | 2.896.000 $ | +1.386.000 $ | +91,8 % | 1.510.000 $ | +1.177.000 $ | +353,5 % |
| Advisory Services Network, LLC | 3.663.032 $ | +808.748 $ | +28,3 % | 2.854.284 $ | +2.313.047 $ | +427,4 % | 541.237 $ | -45.247 $ | -7,7 % | 586.484 $ | +217.765 $ | +59,1 % |
| Capital Advisors, Ltd. LLC | 3.578.000 $ | +287.000 $ | +8,7 % | 3.291.000 $ | -363.000 $ | -9,9 % | 3.654.000 $ | +298.000 $ | +8,9 % | 3.356.000 $ | +162.000 $ | +5,1 % |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 3.598.684 $ | +1.275.986 $ | +54,9 % | 2.322.698 $ | +399.769 $ | +20,8 % | 1.922.929 $ | +22.519 $ | +1,2 % | 1.900.410 $ | +157.381 $ | +9,0 % |
| Compass Ion Advisors, LLC | 3.538.628 $ | +1.495.094 $ | +73,2 % | 2.043.534 $ | +467.226 $ | +29,6 % | 1.576.308 $ | +195.881 $ | +14,2 % | 1.380.427 $ | +475.265 $ | +52,5 % |
| Capital Analysts, LLC | 3.518.000 $ | +602.000 $ | +20,6 % | 2.916.000 $ | +2.763.000 $ | +1.805,9 % | 153.000 $ | +54.000 $ | +54,5 % | 99.000 $ | +83.000 $ | +518,8 % |
| Sterling Financial Planning, Inc. | 3.510.160 $ | +174.962 $ | +5,2 % | 3.335.198 $ | +104.047 $ | +3,2 % | 3.231.151 $ | +158.720 $ | +5,2 % | 3.072.431 $ | +112.561 $ | +3,8 % |
| Quantinno Capital Management LP | 3.443.930 $ | +429.266 $ | +14,2 % | 3.014.664 $ | +1.396.016 $ | +86,2 % | 1.618.648 $ | +1.134.189 $ | +234,1 % | 484.459 $ | +273.985 $ | +130,2 % |
| Partners in Financial Planning | 3.419.910 $ | +422.017 $ | +14,1 % | 2.997.893 $ | +36.763 $ | +1,2 % | 2.961.130 $ | +87.602 $ | +3,0 % | 2.873.528 $ | +181.086 $ | +6,7 % |
| GENESIS PRIVATE WEALTH, LLC | 3.414.755 $ | +300.756 $ | +9,7 % | 3.113.999 $ | -15.527 $ | -0,5 % | 3.129.526 $ | +49.352 $ | +1,6 % | 3.080.174 $ | +383.829 $ | +14,2 % |
| AQR CAPITAL MANAGEMENT LLC | 3.199.478 $ | +268.815 $ | +9,2 % | 2.930.663 $ | +1.530.418 $ | +109,3 % | 1.400.245 $ | +246.190 $ | +21,3 % | 1.154.055 $ | +244.179 $ | +26,8 % |
| Elequin Capital, LP | 3.168.774 $ | +2.775.744 $ | +706,2 % | 393.030 $ | -1.512.662 $ | -79,4 % | 1.905.692 $ | -288.829 $ | -13,2 % | |||
| Callan Family Office, LLC | 3.135.038 $ | |||||||||||
| Walkner Condon Financial Advisors LLC | 3.121.526 $ | +297.315 $ | +10,5 % | 2.824.211 $ | -170.373 $ | -5,7 % | 2.994.584 $ | +153.059 $ | +5,4 % | 2.841.525 $ | +203.063 $ | +7,7 % |
| Royal Fund Management, LLC | 3.107.249 $ | +585.447 $ | +23,2 % | 2.521.802 $ | +153.555 $ | +6,5 % | 2.368.247 $ | +518.282 $ | +28,0 % | 1.849.965 $ | -23.405 $ | -1,2 % |
| Apollon Wealth Management, LLC | 3.104.705 $ | +819.526 $ | +35,9 % | 2.285.179 $ | +404.022 $ | +21,5 % | 1.881.157 $ | -214.036 $ | -10,2 % | 2.095.193 $ | +180.000 $ | +9,4 % |
| Privatperson | 3.094.312 $ | +1.035.405 $ | +50,3 % | 2.058.907 $ | -580.926 $ | -22,0 % | 2.639.833 $ | +257.539 $ | +10,8 % | 2.382.294 $ | +51.315 $ | +2,2 % |
| VICTORY FINANCIAL GROUP, LLC | 2.682.157 $ | +301.290 $ | +12,7 % | 2.380.867 $ | +26.126 $ | +1,1 % | 2.354.741 $ | -683.381 $ | -22,5 % | 3.038.122 $ | +239.496 $ | +8,6 % |
| Atria Investments, Inc | 3.001.976 $ | +287.486 $ | +10,6 % | 2.714.490 $ | +481.341 $ | +21,6 % | 2.233.149 $ | -439.284 $ | -16,4 % | 2.672.433 $ | +156.366 $ | +6,2 % |
| Americana Partners, LLC | 2.998.776 $ | |||||||||||
| Nova R Wealth, Inc. | 2.974.207 $ | +601.638 $ | +25,4 % | 2.372.569 $ | +61.927 $ | +2,7 % | 2.310.642 $ | -45.336 $ | -1,9 % | 2.355.978 $ | +180.158 $ | +8,3 % |
| Pathstone Holdings, LLC | 2.747.605 $ | -149.267 $ | -5,2 % | 2.896.872 $ | -2.434 $ | -0,1 % | 2.899.306 $ | -15.551 $ | -0,5 % | 2.914.857 $ | +48.891 $ | +1,7 % |
| Savvy Advisors, Inc. | 1.399.678 $ | -1.492.546 $ | -51,6 % | 2.892.224 $ | +1.866.168 $ | +181,9 % | 1.026.056 $ | -135.855 $ | -11,7 % | 1.161.911 $ | +23.802 $ | +2,1 % |
| McIlrath & Eck, LLC | 2.776.782 $ | -79.464 $ | -2,8 % | 2.856.246 $ | +133.733 $ | +4,9 % | ||||||
| Kathmere Capital Management, LLC | 2.813.620 $ | +396.697 $ | +16,4 % | 2.416.923 $ | +18.048 $ | +0,8 % | 2.398.875 $ | +179.706 $ | +8,1 % | 2.219.169 $ | +441.466 $ | +24,8 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.810.000 $ | +966.000 $ | +52,4 % | 1.844.000 $ | +355.000 $ | +23,8 % | 1.489.000 $ | +18.000 $ | +1,2 % | 1.471.000 $ | +31.000 $ | +2,2 % |
| Signal Advisors Wealth, LLC | 2.803.335 $ | +401.343 $ | +16,7 % | 2.401.992 $ | +1.294.126 $ | +116,8 % | 1.107.866 $ | +382.683 $ | +52,8 % | 725.183 $ | +517.943 $ | +249,9 % |
| IEQ CAPITAL, LLC | 2.773.648 $ | +785.760 $ | +39,5 % | 1.987.888 $ | +423.638 $ | +27,1 % | 1.564.250 $ | +134.817 $ | +9,4 % | 1.429.433 $ | +1.009.278 $ | +240,2 % |
| Independence Asset Advisors, LLC | 2.583.931 $ | +113.723 $ | +4,6 % | 2.470.208 $ | +53.027 $ | +2,2 % | 2.417.181 $ | -340.656 $ | -12,4 % | 2.757.837 $ | +75.936 $ | +2,8 % |
| HUB Investment Partners, LLC | 2.754.761 $ | +1.921.808 $ | +230,7 % | 832.953 $ | +355.713 $ | +74,5 % | 477.240 $ | |||||
| Evanson Asset Management, LLC | 2.751.966 $ | +165.096 $ | +6,4 % | 2.586.870 $ | -42.041 $ | -1,6 % | 2.628.911 $ | +115.224 $ | +4,6 % | |||
| Evanson Financial, LLC | 2.743.011 $ | |||||||||||
| DAYMARK WEALTH PARTNERS, LLC | 2.718.071 $ | +465.856 $ | +20,7 % | 2.252.215 $ | +295.985 $ | +15,1 % | 1.956.230 $ | +583.624 $ | +42,5 % | 1.372.606 $ | +25.211 $ | +1,9 % |
| Payne Capital LLC | 364.035 $ | +76.467 $ | +26,6 % | 287.568 $ | -2.407.559 $ | -89,3 % | 2.695.127 $ | -622 $ | -0,0 % | 2.695.749 $ | ||
| MGO ONE SEVEN LLC | 2.684.436 $ | +424.876 $ | +18,8 % | 2.259.560 $ | ||||||||
| Chicago Partners Investment Group LLC | 2.665.461 $ | +324.513 $ | +13,9 % | 2.340.948 $ | +6.243 $ | +0,3 % | 2.334.705 $ | -237.031 $ | -9,2 % | 2.571.736 $ | +116.181 $ | +4,7 % |
| D.A. DAVIDSON & CO. | 2.651.659 $ | +313.810 $ | +13,4 % | 2.337.849 $ | +408.650 $ | +21,2 % | 1.929.199 $ | -13.020 $ | -0,7 % | 1.942.219 $ | +149.889 $ | +8,4 % |
| Ausdal Financial Partners, Inc. | 2.642.874 $ | -1.713 $ | -0,1 % | 2.644.587 $ | ||||||||
| Avior Wealth Management, LLC | 2.631.021 $ | +570.799 $ | +27,7 % | 2.060.222 $ | +340.049 $ | +19,8 % | 1.720.173 $ | +707.038 $ | +69,8 % | 1.013.135 $ | +287.448 $ | +39,6 % |
| Archford Capital Strategies, LLC | 2.597.152 $ | +783.043 $ | +43,2 % | 1.814.109 $ | ||||||||
| Eaton-Cambridge Inc. | 2.570.665 $ | +177.844 $ | +7,4 % | 2.392.821 $ | +350.803 $ | +17,2 % | 2.042.018 $ | +671.942 $ | +49,0 % | 1.370.076 $ | +793.261 $ | +137,5 % |
| Keystone Financial Group | 2.558.832 $ | +162.365 $ | +6,8 % | 2.396.467 $ | +71.601 $ | +3,1 % | 2.324.866 $ | +145.469 $ | +6,7 % | 2.179.397 $ | +78.364 $ | +3,7 % |
| M Holdings Securities, Inc. | 2.222.000 $ | -297.000 $ | -11,8 % | 2.519.000 $ | ||||||||
| Silver Oak Advisory Group, Inc. | 2.512.000 $ | +99.000 $ | +4,1 % | 2.413.000 $ | +185.000 $ | +8,3 % | 2.228.000 $ | -2.000 $ | -0,1 % | 2.230.000 $ | +220.000 $ | +10,9 % |
| BROWN WEALTH MANAGEMENT, LLC | 2.287.686 $ | -222.980 $ | -8,9 % | 2.510.666 $ | +142.932 $ | +6,0 % | 2.367.734 $ | +54.455 $ | +2,4 % | 2.313.279 $ | -103.782 $ | -4,3 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.506.822 $ | +520.316 $ | +26,2 % | 1.986.506 $ | +130.723 $ | +7,0 % | 1.855.783 $ | +162.130 $ | +9,6 % | 1.693.653 $ | -18.258 $ | -1,1 % |
| SURIENCE PRIVATE WEALTH LLC | 2.278.766 $ | -190.567 $ | -7,7 % | 2.469.333 $ | +2.128.854 $ | +625,3 % | 340.479 $ | |||||
| Passive Capital Management, LLC. | 1.893.299 $ | -556.804 $ | -22,7 % | 2.450.103 $ | +556.804 $ | +29,4 % | 1.893.299 $ | +139.584 $ | +8,0 % | 1.753.715 $ | -879.478 $ | -33,4 % |
| CITADEL ADVISORS LLC | 719.477 $ | -1.149.401 $ | -61,5 % | 1.868.878 $ | -558.822 $ | -23,0 % | 2.427.700 $ | -17.486 $ | -0,7 % | |||
| HARBOUR INVESTMENTS, INC. | 2.376.122 $ | +641.085 $ | +36,9 % | 1.735.037 $ | +331.061 $ | +23,6 % | 1.403.976 $ | +95.667 $ | +7,3 % | 1.308.309 $ | +394.463 $ | +43,2 % |
| Frankly Finances, LLC | 2.360.624 $ | +196.127 $ | +9,1 % | 2.164.497 $ | +4.200 $ | +0,2 % | 2.160.297 $ | |||||
| Coastline Trust Co | 2.360.219 $ | +237.233 $ | +11,2 % | 2.122.986 $ | -83.970 $ | -3,8 % | 2.206.956 $ | +27.279 $ | +1,3 % | 2.179.677 $ | +70.872 $ | +3,4 % |
| OLD MISSION CAPITAL LLC | 1.886.598 $ | -457.511 $ | -19,5 % | 2.344.109 $ | -712.367 $ | -23,3 % | ||||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.341.904 $ | +658.025 $ | +39,1 % | 1.683.879 $ | +104.916 $ | +6,6 % | 1.578.963 $ | -4.539 $ | -0,3 % | 1.583.502 $ | +181.139 $ | +12,9 % |
| Aspect Partners, LLC | 2.328.178 $ | +392.065 $ | +20,3 % | 1.936.113 $ | +107.954 $ | +5,9 % | 1.828.159 $ | +253.436 $ | +16,1 % | 1.574.723 $ | +196.116 $ | +14,2 % |
| Choate Investment Advisors | 2.267.912 $ | +337.062 $ | +17,5 % | 1.930.850 $ | +121.305 $ | +6,7 % | 1.809.545 $ | +9.245 $ | +0,5 % | 1.800.300 $ | ||
| Pillar Financial Advisors, LLC | 943.703 $ | -1.296.751 $ | -57,9 % | 2.240.454 $ | +1.255.379 $ | +127,4 % | 985.075 $ | +116.572 $ | +13,4 % | 868.503 $ | +110.922 $ | +14,6 % |
| OneDigital Investment Advisors LLC | 2.238.399 $ | +182.313 $ | +8,9 % | 2.056.086 $ | +13.999 $ | +0,7 % | 2.042.087 $ | -46.413 $ | -2,2 % | 2.088.500 $ | +32.828 $ | +1,6 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2.233.185 $ | +130.678 $ | +6,2 % | 2.102.507 $ | +60.817 $ | +3,0 % | 2.041.690 $ | -172.772 $ | -7,8 % | 2.214.462 $ | +66.669 $ | +3,1 % |
| Root Financial Partners, LLC | 2.230.814 $ | +297.977 $ | +15,4 % | 1.932.837 $ | +432.849 $ | +28,9 % | 1.499.988 $ | +273.665 $ | +22,3 % | 1.226.323 $ | +611.327 $ | +99,4 % |
| Bluespring Wealth Management, LLC | 2.218.790 $ | +1.589.800 $ | +252,8 % | 628.990 $ | +259.257 $ | +70,1 % | 369.733 $ | +49.790 $ | +15,6 % | 319.943 $ | ||
| Onyx Bridge Wealth Group LLC | 2.205.296 $ | +290.829 $ | +15,2 % | 1.914.467 $ | +56.083 $ | +3,0 % | 1.858.384 $ | +27.620 $ | +1,5 % | 1.830.764 $ | +135.016 $ | +8,0 % |
| RESOLUTE WEALTH ADVISOR, INC. | 2.199.739 $ | +0 $ | +0,0 % | 2.199.739 $ | +0 $ | +0,0 % | ||||||
| Vise Technologies, Inc. | 2.196.416 $ | +1.095.158 $ | +99,4 % | 1.101.258 $ | +0 $ | +0,0 % | 1.101.258 $ | +785.890 $ | +249,2 % | 315.368 $ | ||
| MY Wealth Management Inc. | 2.174.927 $ | |||||||||||
| HB Wealth Management, LLC | 1.848.976 $ | -313.129 $ | -14,5 % | 2.162.105 $ | +95.962 $ | +4,6 % | 2.066.143 $ | +80.504 $ | +4,1 % | 1.985.639 $ | +1.561.733 $ | +368,4 % |
| WINNACLE WEALTH LLC | 2.153.227 $ | +510.081 $ | +31,0 % | 1.643.146 $ | ||||||||
| SAGESPRING WEALTH PARTNERS, LLC | 943.047 $ | +252.317 $ | +36,5 % | 690.730 $ | +27.741 $ | +4,2 % | 662.989 $ | -1.466.195 $ | -68,9 % | 2.129.184 $ | ||
| Sanctuary Advisors, LLC | 2.121.437 $ | +264.882 $ | +14,3 % | 1.856.555 $ | +27.723 $ | +1,5 % | 1.828.832 $ | -170.637 $ | -8,5 % | 1.999.469 $ | +1.356.891 $ | +211,2 % |
| JACOBSON & SCHMITT ADVISORS, LLC | 2.016.171 $ | -44.557 $ | -2,2 % | 2.060.728 $ | -48.680 $ | -2,3 % | 2.109.408 $ | +53.785 $ | +2,6 % | 2.055.623 $ | +1.368.592 $ | +199,2 % |
| Orion Porfolio Solutions, LLC | 359.052 $ | -240.731 $ | -40,1 % | 599.783 $ | -1.283.254 $ | -68,1 % | 1.883.037 $ | -174.853 $ | -8,5 % | 2.057.890 $ | -494.410 $ | -19,4 % |
| Valued Retirements, Inc. | 2.024.810 $ | +324.409 $ | +19,1 % | 1.700.401 $ | +106.017 $ | +6,6 % | 1.594.384 $ | +802.880 $ | +101,4 % | 791.504 $ | +0 $ | +0,0 % |
| Concurrent Investment Advisors, LLC | 2.023.605 $ | +675.728 $ | +50,1 % | 1.347.877 $ | +23.064 $ | +1,7 % | 1.324.813 $ | +98.494 $ | +8,0 % | 1.226.319 $ | +626.220 $ | +104,4 % |
| Diversified Portfolios, Inc. | 1.866.333 $ | -139.273 $ | -6,9 % | 2.005.606 $ | -16.143 $ | -0,8 % | 2.021.749 $ | +28.402 $ | +1,4 % | 1.993.347 $ | -76.525 $ | -3,7 % |
| CALTON & ASSOCIATES, INC. | 2.020.820 $ | +893.425 $ | +79,2 % | 1.127.395 $ | +326.455 $ | +40,8 % | 800.940 $ | +489.885 $ | +157,5 % | 311.055 $ | ||
| Compass Advisory Group LLC | 2.018.989 $ | +215.161 $ | +11,9 % | 1.803.828 $ | +159.227 $ | +9,7 % | 1.644.601 $ | +337.558 $ | +25,8 % | 1.307.043 $ | +97.294 $ | +8,0 % |
| Integrity Investment Advisors, LLC | 1.556.399 $ | -441.998 $ | -22,1 % | 1.998.397 $ | +598.150 $ | +42,7 % | 1.400.247 $ | +60.080 $ | +4,5 % | 1.340.167 $ | -14.515 $ | -1,1 % |
| STEPHENS INC /AR/ | 1.998.340 $ | +1.467.355 $ | +276,3 % | 530.985 $ | ||||||||
| Allodium Investment Consultants, LLC | 1.453.596 $ | -527.939 $ | -26,6 % | 1.981.535 $ | +47.953 $ | +2,5 % | 1.933.582 $ | +315.319 $ | +19,5 % | 1.618.263 $ | +458.174 $ | +39,5 % |
| IAM Advisory, LLC | 1.977.823 $ | +377.508 $ | +23,6 % | 1.600.315 $ | +17.471 $ | +1,1 % | 1.582.844 $ | -21.862 $ | -1,4 % | 1.604.706 $ | +171.049 $ | +11,9 % |
| Waverly Advisors, LLC | 1.934.522 $ | +129.720 $ | +7,2 % | 1.804.802 $ | +374.109 $ | +26,1 % | 1.430.693 $ | -7.979 $ | -0,6 % | 1.438.672 $ | +287.845 $ | +25,0 % |
| PFG Advisors | 1.916.286 $ | +549.828 $ | +40,2 % | 1.366.458 $ | +129.959 $ | +10,5 % | 1.236.499 $ | +139.177 $ | +12,7 % | 1.097.322 $ | ||
| Sovereign Financial Group, Inc. | 1.891.147 $ | +99.892 $ | +5,6 % | 1.791.255 $ | +17.049 $ | +1,0 % | 1.774.206 $ | +57.263 $ | +3,3 % | 1.716.943 $ | +114.333 $ | +7,1 % |
| Arax Advisory Partners | 1.876.355 $ | +199.778 $ | +11,9 % | 1.676.577 $ | +160.141 $ | +10,6 % | 1.516.436 $ | -24.019 $ | -1,6 % | 1.540.455 $ | +202.616 $ | +15,1 % |
| Blom & Howell Financial Planning, Inc. | 1.875.856 $ | +491.159 $ | +35,5 % | 1.384.697 $ | +190.179 $ | +15,9 % | 1.194.518 $ | |||||
| Sunesis Advisors, LLC | 1.875.349 $ | +795.781 $ | +73,7 % | 1.079.568 $ | -4.644 $ | -0,4 % | 1.084.212 $ | -3.735 $ | -0,3 % | 1.087.947 $ | ||
| WealthCare Investment Partners, LLC | 1.872.712 $ | +924.379 $ | +97,5 % | 948.333 $ | +555.930 $ | +141,7 % | 392.403 $ | +83.509 $ | +27,0 % | 308.894 $ | +94.568 $ | +44,1 % |
| MB Generational Wealth, LLC | 1.862.078 $ | +1.441.942 $ | +343,2 % | 420.136 $ | +103.019 $ | +32,5 % | 317.117 $ | +92.882 $ | +41,4 % | 224.235 $ | ||
| Laurel Wealth Advisors LLC | 1.852.839 $ | +54.893 $ | +3,1 % | 1.797.946 $ | +326.908 $ | +22,2 % | 1.471.038 $ | -4.522 $ | -0,3 % | 1.475.560 $ | +90.507 $ | +6,5 % |
| NWAM LLC | 570.344 $ | +71.801 $ | +14,4 % | 498.543 $ | -76.189 $ | -13,3 % | 574.732 $ | -1.277.236 $ | -69,0 % | 1.851.968 $ | +395.592 $ | +27,2 % |
| BLB&B Advisors, LLC | 1.808.948 $ | +379.973 $ | +26,6 % | 1.428.975 $ | +42.412 $ | +3,1 % | 1.386.563 $ | -2.505 $ | -0,2 % | 1.389.068 $ | +138.298 $ | +11,1 % |
| Nova Wealth Management, Inc. | 1.795.082 $ | +249.199 $ | +16,1 % | 1.545.883 $ | +53.160 $ | +3,6 % | 1.492.723 $ | -146.968 $ | -9,0 % | 1.639.691 $ | -49.467 $ | -2,9 % |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 1.791.870 $ | +423.547 $ | +31,0 % | 1.368.323 $ | +695.693 $ | +103,4 % | 672.630 $ | -115.352 $ | -14,6 % | 787.982 $ | +444.820 $ | +129,6 % |
| Modern Wealth Management, LLC | 462.089 $ | -484.593 $ | -51,2 % | 946.682 $ | -827.580 $ | -46,6 % | 1.774.262 $ | +118.008 $ | +7,1 % | 1.656.254 $ | +437.534 $ | +35,9 % |
| Whitegate Investment Counselors, Inc. | 1.249.152 $ | -508.661 $ | -28,9 % | 1.757.813 $ | -7.561 $ | -0,4 % | 1.765.374 $ | -6.083 $ | -0,3 % | 1.771.457 $ | +17.294 $ | +1,0 % |
| FIFTH THIRD BANCORP | 1.770.476 $ | +267.097 $ | +17,8 % | 1.503.379 $ | ||||||||
| Single Point Partners, LLC | 1.759.686 $ | +186.291 $ | +11,8 % | 1.573.395 $ | +96.804 $ | +6,6 % | 1.476.591 $ | +67.305 $ | +4,8 % | 1.409.286 $ | +26.286 $ | +1,9 % |
| Seed Wealth Management, Inc. | 1.758.209 $ | +267.717 $ | +18,0 % | 1.490.492 $ | +42.573 $ | +2,9 % | 1.447.919 $ | +42.079 $ | +3,0 % | 1.405.840 $ | -220.656 $ | -13,6 % |
| Certus Wealth Management, LLC | 1.739.687 $ | +104.025 $ | +6,4 % | |||||||||
| Madison Wealth Partners, Inc | 1.727.662 $ | |||||||||||
| JANE STREET GROUP, LLC | 811.906 $ | -520.884 $ | -39,1 % | 1.332.790 $ | -391.235 $ | -22,7 % | 1.724.025 $ | +753.261 $ | +77,6 % | 970.764 $ | -9.069.381 $ | -90,3 % |
| Envestnet Portfolio Solutions, Inc. | 1.331.387 $ | +166.006 $ | +14,2 % | 1.165.381 $ | -523.012 $ | -31,0 % | 1.688.393 $ | +109.384 $ | +6,9 % | 1.579.009 $ | +261.848 $ | +19,9 % |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 1.670.978 $ | +252.849 $ | +17,8 % | 1.418.129 $ | +166.884 $ | +13,3 % | 1.251.245 $ | |||||
| Global Retirement Partners, LLC | 1.662.400 $ | +280.331 $ | +20,3 % | 1.382.069 $ | +325.374 $ | +30,8 % | 1.056.695 $ | +140.156 $ | +15,3 % | |||
| COMERICA BANK | 1.649.196 $ | -1.317 $ | -0,1 % | 1.650.513 $ | +115.976 $ | +7,6 % | ||||||
| BANK OF MONTREAL /CAN/ | 1.611.473 $ | +139.681 $ | +9,5 % | 1.471.792 $ | +88.749 $ | +6,4 % | 1.383.043 $ | +168.253 $ | +13,9 % | 1.214.790 $ | +83.859 $ | +7,4 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 1.569.701 $ | -31.515 $ | -2,0 % | 1.601.216 $ | +92.370 $ | +6,1 % | 1.508.846 $ | +171.036 $ | +12,8 % | 1.337.810 $ | +11.972 $ | +0,9 % |
| Glass Jacobson Investment Advisors llc | 1.599.377 $ | +103.276 $ | +6,9 % | 1.496.101 $ | +26.174 $ | +1,8 % | 1.469.927 $ | +28.630 $ | +2,0 % | 1.441.297 $ | +118.425 $ | +9,0 % |
| EverSource Wealth Advisors, LLC | 601.509 $ | -39.405 $ | -6,1 % | 640.914 $ | -956.704 $ | -59,9 % | 1.597.618 $ | +269.014 $ | +20,2 % | 1.328.604 $ | +424.604 $ | +47,0 % |
| BENJAMIN EDWARDS INC | 1.589.842 $ | +887.392 $ | +126,3 % | 702.450 $ | ||||||||
| Essex Financial Services, Inc. | 1.587.411 $ | +553.755 $ | +53,6 % | 1.033.656 $ | +9.894 $ | +1,0 % | 1.023.762 $ | +243.482 $ | +31,2 % | 780.280 $ | -92.924 $ | -10,6 % |
| Gutierrez Wealth Advisory, LLC | 849.392 $ | +6.085 $ | +0,7 % | 843.307 $ | -461 $ | -0,1 % | 843.768 $ | -733.396 $ | -46,5 % | 1.577.164 $ | +25.280 $ | +1,6 % |
| Belpointe Asset Management LLC | 873.657 $ | -700.986 $ | -44,5 % | 1.574.643 $ | +124.150 $ | +8,6 % | 1.450.493 $ | +763.058 $ | +111,0 % | 687.435 $ | +468.733 $ | +214,3 % |
| CoreFirst Bank & Trust | 1.311.973 $ | +122.828 $ | +10,3 % | 1.189.145 $ | -227.485 $ | -16,1 % | 1.416.630 $ | -155.556 $ | -9,9 % | 1.572.186 $ | +254.206 $ | +19,3 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.565.123 $ | +97.891 $ | +6,7 % | 1.467.232 $ | +48.716 $ | +3,4 % | 1.418.516 $ | +135.303 $ | +10,5 % | 1.283.213 $ | +203.783 $ | +18,9 % |
| JPMORGAN CHASE & CO | 1.558.868 $ | +789.465 $ | +102,6 % | 769.403 $ | +337.178 $ | +78,0 % | 432.225 $ | -837.223 $ | -66,0 % | 1.269.448 $ | +916.275 $ | +259,4 % |
| Kathleen S. Wright Associates Inc. | 1.545.183 $ | +41.326 $ | +2,7 % | |||||||||
| FIRST MANHATTAN CO. LLC. | 1.475.753 $ | +182.583 $ | +14,1 % | 1.293.170 $ | +25.894 $ | +2,0 % | 1.267.276 $ | +54.220 $ | +4,5 % | 1.213.056 $ | -143.883 $ | -10,6 % |
| Long Island Wealth Management, Inc. | 1.466.342 $ | +307.412 $ | +26,5 % | 1.158.930 $ | +34.777 $ | +3,1 % | 1.124.153 $ | +125.341 $ | +12,5 % | 998.812 $ | +150.727 $ | +17,8 % |
| GEN Financial Management, INC. | 1.451.931 $ | +54.075 $ | +3,9 % | 1.397.856 $ | ||||||||
| Wealth High Governance Asset Management Ltda. | 1.447.657 $ | |||||||||||
| CARDIFF PARK ADVISORS, LLC | 1.300.314 $ | -98.250 $ | -7,0 % | 1.398.564 $ | -35.131 $ | -2,5 % | 1.433.695 $ | -4.671 $ | -0,3 % | 1.438.366 $ | -12.604 $ | -0,9 % |
| Creative Planning | 1.340.210 $ | -97.089 $ | -6,8 % | 1.437.299 $ | +520.366 $ | +56,8 % | 916.933 $ | +42.997 $ | +4,9 % | 873.936 $ | +58.180 $ | +7,1 % |
| CreativeOne Wealth, LLC | 1.421.890 $ | +520.179 $ | +57,7 % | 901.711 $ | +419.761 $ | +87,1 % | 481.950 $ | |||||
| Centric Wealth Management | 1.417.504 $ | |||||||||||
| RHS Financial, LLC | 1.409.920 $ | +425.659 $ | +43,2 % | 984.261 $ | +127.101 $ | +14,8 % | 857.160 $ | +183.256 $ | +27,2 % | 673.904 $ | +458.439 $ | +212,8 % |
| Belvedere Trading LLC | 474.069 $ | -905.631 $ | -65,6 % | 1.379.700 $ | ||||||||
| WHITTIER TRUST CO | 1.373.170 $ | +141.793 $ | +11,5 % | 1.231.377 $ | -1.332 $ | -0,1 % | 1.232.709 $ | +69.787 $ | +6,0 % | 1.162.922 $ | +103.783 $ | +9,8 % |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1.366.453 $ | +126.925 $ | +10,2 % | 1.239.528 $ | +58.885 $ | +5,0 % | 1.180.643 $ | -23.518 $ | -2,0 % | 1.204.161 $ | +22.638 $ | +1,9 % |
| McNaughton Wealth Management, LLC | 1.364.848 $ | +863.598 $ | +172,3 % | 501.250 $ | +212.269 $ | +73,5 % | 288.981 $ | |||||
| TD Waterhouse Canada Inc. | 961.847 $ | +13.691 $ | +1,4 % | 948.156 $ | -408.904 $ | -30,1 % | 1.357.060 $ | +1.348.075 $ | +15.003,6 % | 8.985 $ | +704 $ | +8,5 % |
| Visionary Wealth Advisors | 1.349.609 $ | +98.588 $ | +7,9 % | 1.251.021 $ | -6.565 $ | -0,5 % | 1.257.586 $ | -11.485 $ | -0,9 % | 1.269.071 $ | -44.485 $ | -3,4 % |
| URS Advisory LLC | 1.338.662 $ | +419.006 $ | +45,6 % | 919.656 $ | +159.882 $ | +21,0 % | 759.774 $ | |||||
| CENTAURUS FINANCIAL, INC. | 546.000 $ | -437.000 $ | -44,5 % | 983.000 $ | -351.000 $ | -26,3 % | 1.334.000 $ | +92.000 $ | +7,4 % | 1.242.000 $ | +123.000 $ | +11,0 % |
| SILVER OAK SECURITIES, INCORPORATED | 1.327.137 $ | +426.119 $ | +47,3 % | 901.018 $ | +226.363 $ | +33,6 % | 674.655 $ | +98.297 $ | +17,1 % | 576.358 $ | +317.196 $ | +122,4 % |
| HRT FINANCIAL LP | 1.324.000 $ | +415.000 $ | +45,7 % | 909.000 $ | ||||||||
| Sound Portfolio Advisors, LLC | 1.304.062 $ | +899.502 $ | +222,3 % | 404.560 $ | ||||||||
| Tribridge Partners Financial LLC | 1.293.699 $ | +136.161 $ | +11,8 % | 1.157.538 $ | +125.231 $ | +12,1 % | 1.032.307 $ | +234.941 $ | +29,5 % | 797.366 $ | +477.366 $ | +149,2 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.288.969 $ | +357.671 $ | +38,4 % | 931.298 $ | +57.094 $ | +6,5 % | 874.204 $ | +109.738 $ | +14,4 % | 764.466 $ | +94.398 $ | +14,1 % |
| Hara Capital LLC | 1.272.787 $ | +248.270 $ | +24,2 % | 1.024.517 $ | +606.791 $ | +145,3 % | 417.726 $ | +276.794 $ | +196,4 % | 140.932 $ | +18.610 $ | +15,2 % |
| Harbor Asset Planning, Inc. | 1.262.854 $ | +445.916 $ | +54,6 % | 816.938 $ | +439.876 $ | +116,7 % | 377.062 $ | +17.806 $ | +5,0 % | 359.256 $ | +48.022 $ | +15,4 % |
| IFP Advisors, Inc | 1.260.049 $ | +1.096.427 $ | +670,1 % | 163.622 $ | +14.032 $ | +9,4 % | 149.590 $ | +2.114 $ | +1,4 % | 147.476 $ | +271 $ | +0,2 % |
| SwitchPoint Financial Planning, LLC | 1.250.773 $ | -8.218 $ | -0,7 % | 1.258.991 $ | +55.327 $ | +4,6 % | 1.203.664 $ | -14.442 $ | -1,2 % | 1.218.106 $ | +17.342 $ | +1,4 % |
| BURNEY CO/ | 988.684 $ | +81.762 $ | +9,0 % | 906.922 $ | -337.473 $ | -27,1 % | 1.244.395 $ | +106.402 $ | +9,3 % | 1.137.993 $ | -360.111 $ | -24,0 % |
| Per Stirling Capital Management, LLC. | 1.223.014 $ | +100.057 $ | +8,9 % | 1.122.957 $ | +197.812 $ | +21,4 % | 925.145 $ | +283.833 $ | +44,3 % | 641.312 $ | +6.260 $ | +1,0 % |
| Odyssey Capital Advisors, Inc. | 1.214.800 $ | +225.759 $ | +22,8 % | 989.041 $ | -82.407 $ | -7,7 % | 1.071.448 $ | |||||
| Alhambra Investment Management LLC | 1.185.327 $ | +93.015 $ | +8,5 % | 1.092.312 $ | -4.698 $ | -0,4 % | 1.097.010 $ | -3.780 $ | -0,3 % | 1.100.790 $ | +313.536 $ | +39,8 % |
| FLOW TRADERS U.S. LLC | 496.000 $ | -687.000 $ | -58,1 % | 1.183.000 $ | +40.000 $ | +3,5 % | ||||||
| GSG Advisors LLC | 1.182.795 $ | +186.769 $ | +18,8 % | 996.026 $ | -5.435 $ | -0,5 % | 1.001.461 $ | +8.146 $ | +0,8 % | 993.315 $ | +68.472 $ | +7,4 % |
| Compass Financial Group, INC/SD | 1.049.700 $ | -25.970 $ | -2,4 % | 1.075.670 $ | -32.398 $ | -2,9 % | 1.108.068 $ | -73.584 $ | -6,2 % | 1.181.652 $ | +14.589 $ | +1,3 % |
| PRINCIPAL SECURITIES, INC. | 1.176.837 $ | +447.605 $ | +61,4 % | 729.232 $ | +17.822 $ | +2,5 % | 711.410 $ | -138.631 $ | -16,3 % | 850.041 $ | +97.815 $ | +13,0 % |
| Meridian Wealth Management, LLC | 202.620 $ | -965.951 $ | -82,7 % | 1.168.571 $ | +701.326 $ | +150,1 % | 467.245 $ | |||||
| Zhang Financial LLC | 1.161.121 $ | +526.285 $ | +82,9 % | 634.836 $ | ||||||||
| Stonehearth Capital Management, LLC | 1.107.185 $ | -43.829 $ | -3,8 % | 1.151.014 $ | +8.789 $ | +0,8 % | 1.142.225 $ | +23.892 $ | +2,1 % | 1.118.333 $ | +74.756 $ | +7,2 % |
| TAGStone Capital, Inc. | 912.726 $ | +41.526 $ | +4,8 % | 871.200 $ | -182.411 $ | -17,3 % | 1.053.611 $ | -81.661 $ | -7,2 % | 1.135.272 $ | -312.713 $ | -21,6 % |
| BLAIR WILLIAM & CO/IL | 981.962 $ | -84.565 $ | -7,9 % | 1.066.527 $ | -62.999 $ | -5,6 % | 1.129.526 $ | +215.511 $ | +23,6 % | 914.015 $ | -198.434 $ | -17,8 % |
| Clark Asset Management, LLC | 1.123.740 $ | +139.909 $ | +14,2 % | 983.831 $ | +28.535 $ | +3,0 % | 955.296 $ | +46.657 $ | +5,1 % | 908.639 $ | +71.753 $ | +8,6 % |
| Elevation Capital Advisory, LLC | 1.119.332 $ | |||||||||||
| Ballast Rock Private Wealth LLC | 1.105.089 $ | -4.743 $ | -0,4 % | 1.109.832 $ | -4.315 $ | -0,4 % | 1.114.147 $ | |||||
| Allworth Financial LP | 1.112.737 $ | +453.997 $ | +68,9 % | 658.740 $ | +210.681 $ | +47,0 % | 448.059 $ | +146.600 $ | +48,6 % | 301.459 $ | +28.404 $ | +10,4 % |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1.093.135 $ | +1.834 $ | +0,2 % | 1.091.301 $ | -4.693 $ | -0,4 % | 1.095.994 $ | -3.777 $ | -0,3 % | 1.099.771 $ | +10.736 $ | +1,0 % |
| Planning Center, Inc. | 1.030.221 $ | -48.336 $ | -4,5 % | 1.078.557 $ | -4.639 $ | -0,4 % | 1.083.196 $ | -3.732 $ | -0,3 % | 1.086.928 $ | +10.610 $ | +1,0 % |
| Mutual Advisors, LLC | 1.085.581 $ | |||||||||||
| Rockingstone Advisors LLC | 1.066.766 $ | +99.324 $ | +10,3 % | 967.442 $ | +12.488 $ | +1,3 % | 954.954 $ | +50.440 $ | +5,6 % | 904.514 $ | +186.788 $ | +26,0 % |
| United Advisor Group, LLC | 1.059.159 $ | +202.173 $ | +23,6 % | 856.986 $ | +13.558 $ | +1,6 % | 843.428 $ | +2.431 $ | +0,3 % | 840.997 $ | +271.163 $ | +47,6 % |
| Congress Park Capital LLC | 1.013.100 $ | +203.980 $ | +25,2 % | 809.120 $ | +301.245 $ | +59,3 % | 507.875 $ | |||||
| Bridgewealth Advisory Group, LLC | 883.626 $ | -40.288 $ | -4,4 % | 923.914 $ | -8.748 $ | -0,9 % | 932.662 $ | -64.368 $ | -6,5 % | 997.030 $ | +19.826 $ | +2,0 % |
| SCS Capital Management LLC | 711.735 $ | +99.797 $ | +16,3 % | 611.938 $ | +250.705 $ | +69,4 % | 361.233 $ | -632.262 $ | -63,6 % | 993.495 $ | -110.766 $ | -10,0 % |
| MARIPAU WEALTH MANAGEMENT LLC | 992.468 $ | +372.882 $ | +60,2 % | 619.586 $ | +131.843 $ | +27,0 % | 487.743 $ | +153.144 $ | +45,8 % | 334.599 $ | +127.359 $ | +61,5 % |
| Ethos Financial Group, LLC | 986.317 $ | |||||||||||
| Wealthcare Advisory Partners LLC | 875.492 $ | +162.562 $ | +22,8 % | 712.930 $ | -271.344 $ | -27,6 % | 984.274 $ | +38.712 $ | +4,1 % | 945.562 $ | +248.114 $ | +35,6 % |
| GUYASUTA INVESTMENT ADVISORS INC | 979.030 $ | |||||||||||
| Capital Group Private Client Services, Inc. | 951.200 $ | |||||||||||
| Rothschild Wealth LLC | 947.958 $ | +1.591 $ | +0,2 % | 946.367 $ | -4.070 $ | -0,4 % | 950.437 $ | |||||
| Redwood Family Wealth LLC | 922.937 $ | +183.812 $ | +24,9 % | 739.125 $ | +7.402 $ | +1,0 % | 731.723 $ | |||||
| Wedmont Private Capital | 920.352 $ | +116.053 $ | +14,4 % | 804.299 $ | ||||||||
| CVA Family Office, LLC | 907.231 $ | -6.468 $ | -0,7 % | 913.699 $ | +536.348 $ | +142,1 % | 377.351 $ | +20.308 $ | +5,7 % | 357.043 $ | +3.485 $ | +1,0 % |
| AE Wealth Management LLC | 902.251 $ | +76.830 $ | +9,3 % | 825.421 $ | +268.063 $ | +48,1 % | 557.358 $ | |||||
| Three Arch Wealth Management LLC | 888.419 $ | +10.977 $ | +1,3 % | 877.442 $ | +190 $ | +0,0 % | 877.252 $ | |||||
| Alesco Advisors, LLC, An ESL Co | 868.745 $ | +334.250 $ | +62,5 % | 534.495 $ | +52.965 $ | +11,0 % | 481.530 $ | |||||
| STONE LOFT WEALTH MANAGEMENT LLC | 830.442 $ | -29.225 $ | -3,4 % | 859.667 $ | +458.037 $ | +114,0 % | 401.630 $ | |||||
| Fortis Advisors, LLC | 859.487 $ | +38.662 $ | +4,7 % | 820.825 $ | -894.052 $ | -52,1 % | ||||||
| FIDUCIARY FINANCIAL ADVISORS | 843.700 $ | |||||||||||
| Main Street Financial Solutions, LLC | 838.100 $ | +247.341 $ | +41,9 % | 590.759 $ | +64.905 $ | +12,3 % | 525.854 $ | +75.651 $ | +16,8 % | 450.203 $ | -13.873 $ | -3,0 % |
| Fortune Financial Advisors, LLC | 834.743 $ | +68.320 $ | +8,9 % | 766.423 $ | +48.634 $ | +6,8 % | 717.789 $ | +268.452 $ | +59,7 % | 449.337 $ | ||
| Physician Wealth Solutions Inc. | 828.650 $ | +8.089 $ | +1,0 % | |||||||||
| National Philanthropic Trust | 827.950 $ | +102.380 $ | +14,1 % | 725.570 $ | -20.309 $ | -2,7 % | 745.879 $ | |||||
| MELFA WEALTH MANAGEMENT, INC. | 827.584 $ | +53.617 $ | +6,9 % | 773.967 $ | +16.808 $ | +2,2 % | 757.159 $ | +23.102 $ | +3,1 % | 734.057 $ | +266.149 $ | +56,9 % |
| L2 Asset Management, LLC | 827.399 $ | |||||||||||
| J.W. COLE ADVISORS, INC. | 819.335 $ | +618.931 $ | +308,8 % | 200.404 $ | -368.144 $ | -64,8 % | ||||||
| Baird Financial Group, Inc. | 815.122 $ | +571.071 $ | +234,0 % | 244.051 $ | -153.006 $ | -38,5 % | 397.057 $ | |||||
| Essex Bank | 810.636 $ | +557.727 $ | +220,5 % | 252.909 $ | -871 $ | -0,3 % | 253.780 $ | +2.465 $ | +1,0 % | |||
| Parkside Financial Bank & Trust | 809.372 $ | +62.893 $ | +8,4 % | 746.479 $ | +8.791 $ | +1,2 % | 737.688 $ | +15.697 $ | +2,2 % | 721.991 $ | +32.929 $ | +4,8 % |
| HEADINVEST, LLC | 803.794 $ | +1.349 $ | +0,2 % | 802.445 $ | -3.451 $ | -0,4 % | 805.896 $ | -2.777 $ | -0,3 % | 808.673 $ | +7.894 $ | +1,0 % |
| Integrity Advisory Solutions, LLC | 801.666 $ | +1.345 $ | +0,2 % | 800.321 $ | ||||||||
| Dynamic Advisor Solutions LLC | 799.336 $ | +136.101 $ | +20,5 % | 663.235 $ | +50.474 $ | +8,2 % | 612.761 $ | +100.195 $ | +19,5 % | 512.566 $ | +238.716 $ | +87,2 % |
| Delos Wealth Advisors, LLC | 256.619 $ | -537.533 $ | -67,7 % | 794.152 $ | ||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 786.845 $ | +31.658 $ | +4,2 % | 755.187 $ | ||||||||
| Diversify Advisory Services, LLC | 786.845 $ | +28.306 $ | +3,7 % | 758.539 $ | +44.343 $ | +6,2 % | 714.196 $ | +148.556 $ | +26,3 % | |||
| World Investment Advisors | 773.881 $ | -11.845 $ | -1,5 % | 785.726 $ | +307.811 $ | +64,4 % | 477.915 $ | +22.190 $ | +4,9 % | 455.725 $ | +8.826 $ | +2,0 % |
| Breakwater Capital Group | 776.475 $ | +37.350 $ | +5,1 % | 739.125 $ | +195.401 $ | +35,9 % | 543.724 $ | |||||
| Interchange Capital Partners, LLC | 774.304 $ | +70.137 $ | +10,0 % | 704.167 $ | -20.169 $ | -2,8 % | 724.336 $ | -5.211 $ | -0,7 % | 729.547 $ | +17.101 $ | +2,4 % |
| LAZARI CAPITAL MANAGEMENT, INC. | 769.376 $ | +161.640 $ | +26,6 % | 607.736 $ | +18.056 $ | +3,1 % | 589.680 $ | -71.928 $ | -10,9 % | 661.608 $ | +42.089 $ | +6,8 % |
| Thrive Wealth Management, LLC | 759.116 $ | +77.331 $ | +11,3 % | 681.785 $ | -2.932 $ | -0,4 % | 684.717 $ | -2.359 $ | -0,3 % | 687.076 $ | +204.631 $ | +42,4 % |
| Virtus Family Office LLC | 756.514 $ | +291.358 $ | +62,6 % | 465.156 $ | +13.806 $ | +3,1 % | 451.350 $ | +105.137 $ | +30,4 % | 346.213 $ | ||
| Glenmede Investment Management, LP | 741.007 $ | |||||||||||
| Arrowroot Family Office, LLC | 737.107 $ | +104.035 $ | +16,4 % | 633.072 $ | -2.183 $ | -0,3 % | 635.255 $ | +1.759 $ | +0,3 % | 633.496 $ | +72.802 $ | +13,0 % |
| Soltis Investment Advisors LLC | 371.778 $ | -214.536 $ | -36,6 % | 586.314 $ | -149.723 $ | -20,3 % | 736.037 $ | |||||
| Tower Research Capital LLC (TRC) | 733.749 $ | +475.032 $ | +183,6 % | 258.717 $ | +138.833 $ | +115,8 % | 119.884 $ | -675.587 $ | -84,9 % | |||
| VSM Wealth Advisory, LLC | 731.114 $ | +58.752 $ | +8,7 % | 672.362 $ | +43.955 $ | +7,0 % | 628.407 $ | +126.949 $ | +25,3 % | |||
| WealthSpring Partners, LLC | 730.931 $ | +2.038 $ | +0,3 % | 728.893 $ | ||||||||
| Physician Wealth Advisors, Inc. | 723.326 $ | +58.513 $ | +8,8 % | 664.813 $ | +17.314 $ | +2,7 % | 647.499 $ | +14.339 $ | +2,3 % | 633.160 $ | +19.793 $ | +3,2 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 721.554 $ | +156.704 $ | +27,7 % | 564.850 $ | -4.288 $ | -0,8 % | 569.138 $ | +311.176 $ | +120,6 % | 257.962 $ | -211.109 $ | -45,0 % |
| Rockbridge Investment Management, LCC | 715.452 $ | +1.201 $ | +0,2 % | 714.251 $ | -3.072 $ | -0,4 % | 717.323 $ | +257.743 $ | +56,1 % | 459.580 $ | ||
| RCS Financial Planning, LLC | 674.309 $ | +1.131 $ | +0,2 % | 673.178 $ | -36.821 $ | -5,2 % | 709.999 $ | -2.447 $ | -0,3 % | 712.446 $ | +6.955 $ | +1,0 % |
| Manuka Financial, LLC | 710.994 $ | +89.286 $ | +14,4 % | 621.708 $ | -1.048 $ | -0,2 % | 622.756 $ | |||||
| CWM, LLC | 706.175 $ | -2.825 $ | -0,4 % | 709.000 $ | +672.000 $ | +1.816,2 % | 37.000 $ | -1.122.000 $ | -96,8 % | |||
| Avidian Wealth Enterprises, LLC | 706.029 $ | +342.734 $ | +94,3 % | 363.295 $ | -103.126 $ | -22,1 % | 466.421 $ | -1.369 $ | -0,3 % | 467.790 $ | +105.249 $ | +29,0 % |
| EnRich Financial Partners LLC | 691.542 $ | +958 $ | +0,1 % | 690.584 $ | -8.388 $ | -1,2 % | 698.972 $ | -4.752 $ | -0,7 % | 703.724 $ | +1.419 $ | +0,2 % |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 213.156 $ | -484.305 $ | -69,4 % | 697.461 $ | +310.257 $ | +80,1 % | 387.204 $ | |||||
| Bridgewater Advisors Inc. | 682.691 $ | -10.603 $ | -1,5 % | 693.294 $ | +3.806 $ | +0,6 % | 689.488 $ | +1.224 $ | +0,2 % | |||
| Parallel Advisors, LLC | 690.511 $ | +62.519 $ | +10,0 % | 627.992 $ | +18.033 $ | +3,0 % | 609.959 $ | -29.517 $ | -4,6 % | 639.476 $ | +18.542 $ | +3,0 % |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 689.921 $ | |||||||||||
| Westmount Partners, LLC | 687.449 $ | |||||||||||
| Integrity Wealth Solutions LLC | 639.551 $ | -40.380 $ | -5,9 % | 679.931 $ | +23.877 $ | +3,6 % | 656.054 $ | +256 $ | +0,0 % | 655.798 $ | -6.669 $ | -1,0 % |
| Arbor Investment Advisors, LLC | 673.104 $ | +1.130 $ | +0,2 % | 671.974 $ | -2.890 $ | -0,4 % | 674.864 $ | |||||
| Cornerstone Financial Management LLC | 599.958 $ | +23.763 $ | +4,1 % | 576.195 $ | -88.613 $ | -13,3 % | 664.808 $ | |||||
| Modera Wealth Management, LLC | 664.217 $ | +397.332 $ | +148,9 % | 266.885 $ | +7.491 $ | +2,9 % | 259.394 $ | -22.662 $ | -8,0 % | 282.056 $ | +19.113 $ | +7,3 % |
| Directional Asset Management | 427.785 $ | -234.878 $ | -35,4 % | 662.663 $ | +55.597 $ | +9,2 % | 607.066 $ | |||||
| Valley Financial Group, Inc. | 661.048 $ | +148.976 $ | +29,1 % | 512.072 $ | +166.819 $ | +48,3 % | 345.253 $ | +65.367 $ | +23,4 % | 279.886 $ | +57.537 $ | +25,9 % |
| BridgePort Financial Solutions, LLC | 653.664 $ | -7.121 $ | -1,1 % | 660.785 $ | +24.382 $ | +3,8 % | 636.403 $ | +76.484 $ | +13,7 % | |||
| PFG Private Wealth Management, LLC | 655.798 $ | |||||||||||
| Arkadios Wealth Advisors | 632.009 $ | +166.262 $ | +35,7 % | 465.747 $ | +35.622 $ | +8,3 % | 430.125 $ | +19.728 $ | +4,8 % | 410.397 $ | +40.859 $ | +11,1 % |
| Stratos Wealth Partners, LTD. | 210.725 $ | -416.343 $ | -66,4 % | 627.068 $ | ||||||||
| R2 Capital Strategies, LLC | 623.563 $ | |||||||||||
| Coquina Private Wealth LLC | 618.739 $ | +108.518 $ | +21,3 % | 510.221 $ | +14.791 $ | +3,0 % | 495.430 $ | |||||
| Ameritas Advisory Services, LLC | 618.027 $ | +364.103 $ | +143,4 % | 253.924 $ | +5.801 $ | +2,3 % | 248.123 $ | -9.902 $ | -3,8 % | 258.025 $ | -299.654 $ | -53,7 % |
| PARTNERS WEALTH MANAGEMENT, LLC | 607.548 $ | +126.929 $ | +26,4 % | 480.619 $ | +9.484 $ | +2,0 % | 471.135 $ | +6.991 $ | +1,5 % | 464.144 $ | +112.907 $ | +32,1 % |
| Strategic Blueprint, LLC | 606.961 $ | -973.071 $ | -61,6 % | |||||||||
| Hurlow Wealth Management Group, Inc. | 606.138 $ | +110.957 $ | +22,4 % | 495.181 $ | +115.189 $ | +30,3 % | 379.992 $ | +73.300 $ | +23,9 % | 306.692 $ | ||
| PACIFIC SUN FINANCIAL CORP | 604.905 $ | +127.081 $ | +26,6 % | 477.824 $ | +68.700 $ | +16,8 % | 409.124 $ | +21.887 $ | +5,7 % | 387.237 $ | +36.844 $ | +10,5 % |
| Robertson Stephens Wealth Management, LLC | 603.284 $ | +276.011 $ | +84,3 % | 327.273 $ | +38.546 $ | +13,4 % | 288.727 $ | -21.041 $ | -6,8 % | 309.768 $ | +56.832 $ | +22,5 % |
| CoreCap Advisors, LLC | 598.539 $ | +72.920 $ | +13,9 % | 525.619 $ | +37.957 $ | +7,8 % | 487.662 $ | +868 $ | +0,2 % | 486.794 $ | +6.973 $ | +1,5 % |
| BIP Wealth, LLC | 523.738 $ | +15.770 $ | +3,1 % | 507.968 $ | -78.421 $ | -13,4 % | 586.389 $ | |||||
| Apollon Financial, LLC | 586.024 $ | +25.792 $ | +4,6 % | 560.232 $ | +1.597 $ | +0,3 % | 558.635 $ | -4.020 $ | -0,7 % | 562.655 $ | +63.840 $ | +12,8 % |
| UPTICK PARTNERS, LLC | 584.871 $ | +233.211 $ | +66,3 % | 351.660 $ | ||||||||
| Symmetry Partners, LLC | 580.000 $ | +115.464 $ | +24,9 % | 464.536 $ | +54.173 $ | +13,2 % | 410.363 $ | |||||
| First Heartland Consultants, Inc. | 507.259 $ | -69.441 $ | -12,0 % | 576.700 $ | +11.029 $ | +1,9 % | 565.671 $ | +16.703 $ | +3,0 % | 548.968 $ | +44.823 $ | +8,9 % |
| Summit Financial, LLC | 575.129 $ | +206.720 $ | +56,1 % | 368.409 $ | +80 $ | +0,0 % | 368.329 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 436.513 $ | +71.753 $ | +19,7 % | 364.760 $ | -205.922 $ | -36,1 % | 570.682 $ | +56.341 $ | +11,0 % | 514.341 $ | -777.817 $ | -60,2 % |
| Elser Financial Planning, Inc | 569.160 $ | +170.498 $ | +42,8 % | 398.662 $ | -2.051 $ | -0,5 % | 400.713 $ | +185.541 $ | +86,2 % | 215.172 $ | ||
| Crews Bank & Trust | 552.140 $ | +927 $ | +0,2 % | 551.213 $ | -2.371 $ | -0,4 % | 553.584 $ | -12.100 $ | -2,1 % | 565.684 $ | +5.522 $ | +1,0 % |
| Security Financial Services, INC. | 561.237 $ | +55.658 $ | +11,0 % | 505.579 $ | -59.359 $ | -10,5 % | 564.938 $ | +10.062 $ | +1,8 % | 554.876 $ | +34.893 $ | +6,7 % |
| FLAGSHIP WEALTH ADVISORS, LLC | 561.398 $ | +173.228 $ | +44,6 % | 388.170 $ | -42.143 $ | -9,8 % | 430.313 $ | -777 $ | -0,2 % | 431.090 $ | +42.920 $ | +11,1 % |
| XML Financial, LLC | 432.188 $ | +725 $ | +0,2 % | 431.463 $ | -129.159 $ | -23,0 % | 560.622 $ | +212.548 $ | +61,1 % | 348.074 $ | +3.398 $ | +1,0 % |
| Schiavi & Co LLC | 553.963 $ | |||||||||||
| Eldridge Investment Advisors, Inc. | 553.838 $ | +89.719 $ | +19,3 % | 464.119 $ | +7.133 $ | +1,6 % | 456.986 $ | -504 $ | -0,1 % | 457.490 $ | +4.499 $ | +1,0 % |
| DAVIDSON TRUST CO | 553.413 $ | +116.245 $ | +26,6 % | 437.168 $ | +12.975 $ | +3,1 % | 424.193 $ | -766 $ | -0,2 % | 424.959 $ | ||
| Donalies Financial Planning, LLC | 551.038 $ | +172.179 $ | +45,4 % | 378.859 $ | ||||||||
| Stone Summit Wealth LLC | 534.512 $ | -12.554 $ | -2,3 % | 547.066 $ | +3.538 $ | +0,7 % | 543.528 $ | +151.932 $ | +38,8 % | 391.596 $ | -108.916 $ | -21,8 % |
| Oxbow Advisors, LLC | 372.821 $ | -99.199 $ | -21,0 % | 472.020 $ | -2.031 $ | -0,4 % | 474.051 $ | -71.961 $ | -13,2 % | 546.012 $ | +5.330 $ | +1,0 % |
| Kraft, Davis & Associates, LLC | 524.084 $ | +26.778 $ | +5,4 % | 497.306 $ | -44.934 $ | -8,3 % | 542.240 $ | +12.023 $ | +2,3 % | 530.217 $ | +12.742 $ | +2,5 % |
| Montis Financial, LLC | 538.361 $ | +903 $ | +0,2 % | 537.458 $ | +23.184 $ | +4,5 % | 514.274 $ | +60.096 $ | +13,2 % | 454.178 $ | +4.434 $ | +1,0 % |
| Rehmann Capital Advisory Group | 536.703 $ | +4.441 $ | +0,8 % | 532.262 $ | +116 $ | +0,0 % | 532.146 $ | |||||
| VestGen Advisors, LLC | 534.083 $ | +1.712 $ | +0,3 % | 532.371 $ | ||||||||
| ASSET PLANNING CORPORATION | 525.372 $ | +310.138 $ | +144,1 % | |||||||||
| L.K. Benson & Company, P.C. | 525.042 $ | +3.312 $ | +0,6 % | 521.730 $ | -594 $ | -0,1 % | 522.324 $ | +6.670 $ | +1,3 % | 515.654 $ | +7.537 $ | +1,5 % |
| Quantum Financial Planning Services, Inc. | 514.553 $ | +863 $ | +0,2 % | 513.690 $ | -2.209 $ | -0,4 % | 515.899 $ | -1.778 $ | -0,3 % | 517.677 $ | +5.054 $ | +1,0 % |
| ETF Portfolio Partners, Inc. | 352.979 $ | -1.518 $ | -0,4 % | 354.497 $ | -154.109 $ | -30,3 % | 508.606 $ | +4.965 $ | +1,0 % | |||
| Piscataqua Savings Bank | 506.550 $ | +850 $ | +0,2 % | 505.700 $ | -2.150 $ | -0,4 % | 507.850 $ | +100.170 $ | +24,6 % | 407.680 $ | ||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 507.192 $ | +293.344 $ | +137,2 % | 213.848 $ | ||||||||
| AdvisorNet Financial, Inc | 504.527 $ | +120.649 $ | +31,4 % | 383.878 $ | +52.596 $ | +15,9 % | 331.282 $ | -165.426 $ | -33,3 % | 496.708 $ | +98.760 $ | +24,8 % |
| Lakewood Asset Management LLC | 502.719 $ | +7.840 $ | +1,6 % | |||||||||
| Composition Wealth, LLC | 501.079 $ | |||||||||||
| PARK AVENUE SECURITIES LLC | 474.000 $ | +7.000 $ | +1,5 % | 467.000 $ | -34.000 $ | -6,8 % | 501.000 $ | +44.000 $ | +9,6 % | 457.000 $ | +213.000 $ | +87,3 % |
| Destiny Wealth Partners, LLC | 467.127 $ | -28.413 $ | -5,7 % | 495.540 $ | +23.619 $ | +5,0 % | 471.921 $ | +22.221 $ | +4,9 % | |||
| Perigon Wealth Management, LLC | 493.517 $ | +264.684 $ | +115,7 % | 228.833 $ | ||||||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 244.141 $ | -24.386 $ | -9,1 % | 268.527 $ | -203.726 $ | -43,1 % | 472.253 $ | +201.642 $ | +74,5 % | 270.611 $ | ||
| Capital Square, LLC | 471.979 $ | +69.236 $ | +17,2 % | 402.743 $ | ||||||||
| Sunbelt Securities, Inc. | 456.174 $ | +6.303 $ | +1,4 % | 449.871 $ | +17.501 $ | +4,0 % | 432.370 $ | +67.005 $ | +18,3 % | |||
| TECTONIC ADVISORS LLC | 446.928 $ | -7.479 $ | -1,6 % | 454.407 $ | +6.490 $ | +1,4 % | ||||||
| Slow Capital, Inc. | 453.059 $ | |||||||||||
| Brand Asset Management Group, Inc. | 440.091 $ | |||||||||||
| SigFig Wealth Management, LLC | 437.472 $ | +44.948 $ | +11,5 % | 392.524 $ | +51.540 $ | +15,1 % | 340.984 $ | +13.987 $ | +4,3 % | 326.997 $ | +56.457 $ | +20,9 % |
| Orcam Financial Group | 436.243 $ | +92.310 $ | +26,8 % | 343.933 $ | +10.591 $ | +3,2 % | 333.342 $ | -5 $ | -0,0 % | 333.347 $ | +33.743 $ | +11,3 % |
| Steward Partners Investment Advisory, LLC | 435.391 $ | +294.472 $ | +209,0 % | 140.919 $ | +70.177 $ | +99,2 % | 70.742 $ | +2.268 $ | +3,3 % | 68.474 $ | +22.887 $ | +50,2 % |
| Leonard Rickey Investment Advisors P.L.L.C. | 235.262 $ | -196.150 $ | -45,5 % | 431.412 $ | +4.628 $ | +1,1 % | 426.784 $ | -4.944 $ | -1,1 % | 431.728 $ | +207.614 $ | +92,6 % |
| Compound Planning, Inc. | 419.727 $ | +121.465 $ | +40,7 % | 298.262 $ | ||||||||
| Riverview Trust Co | 419.429 $ | +12.449 $ | +3,1 % | 406.980 $ | -735 $ | -0,2 % | 407.715 $ | -15.994 $ | -3,8 % | |||
| ORSER CAPITAL MANAGEMENT, LLC | 414.436 $ | |||||||||||
| Lake Hills Wealth Management, LLC | 412.534 $ | |||||||||||
| Benson Investment Management Company, Inc. | 411.322 $ | +17.598 $ | +4,5 % | 393.724 $ | ||||||||
| Hanson & Doremus Investment Management | 410.000 $ | +260.000 $ | +173,3 % | 150.000 $ | +0 $ | +0,0 % | 150.000 $ | +1.000 $ | +0,7 % | 149.000 $ | +66.000 $ | +79,5 % |
| Retireful, LLC | 401.146 $ | -49.454 $ | -11,0 % | |||||||||
| CIBC WORLD MARKET INC. | 400.761 $ | +37.314 $ | +10,3 % | 363.447 $ | ||||||||
| Capstone Financial Advisors, Inc. | 396.570 $ | |||||||||||
| Aptus Capital Advisors, LLC | 379.919 $ | -14.162 $ | -3,6 % | 394.081 $ | +112.975 $ | +40,2 % | 281.106 $ | +16.414 $ | +6,2 % | 264.692 $ | +13.147 $ | +5,2 % |
| Foster Group, Inc. | 385.967 $ | +80.773 $ | +26,5 % | 305.194 $ | +11.208 $ | +3,8 % | 293.986 $ | -21.707 $ | -6,9 % | 315.693 $ | +36.349 $ | +13,0 % |
| Clark Wealth Partners | 298.165 $ | +27.152 $ | +10,0 % | 271.013 $ | -112.826 $ | -29,4 % | 383.839 $ | +0 $ | +0,0 % | 383.839 $ | ||
| Portfolio Resources Advisor Group, Inc. | 382.799 $ | |||||||||||
| Financial Plan, Inc. | 382.749 $ | +101.276 $ | +36,0 % | 281.473 $ | +50.390 $ | +21,8 % | 231.083 $ | |||||
| Burk Holdings LLC | 381.027 $ | +57.076 $ | +17,6 % | 323.951 $ | ||||||||
| Smart Money Group LLC | 378.766 $ | +40.784 $ | +12,1 % | 337.982 $ | +5.699 $ | +1,7 % | 332.283 $ | +14.464 $ | +4,6 % | 317.819 $ | +23.930 $ | +8,1 % |
| Cassia Capital Partners, LLC | 378.008 $ | +51.110 $ | +15,6 % | 326.898 $ | +2.844 $ | +0,9 % | 324.054 $ | +9.104 $ | +2,9 % | 314.950 $ | +27.529 $ | +9,6 % |
| STUDIO INVESTMENT MANAGEMENT LLC | 375.884 $ | +74.883 $ | +24,9 % | 301.001 $ | +26.987 $ | +9,8 % | 274.014 $ | +43.320 $ | +18,8 % | 230.694 $ | ||
| Integrated Advisors Network LLC | 375.253 $ | |||||||||||
| Bryn Mawr Trust Advisors, LLC | 372.618 $ | +625 $ | +0,2 % | 371.993 $ | +18.207 $ | +5,1 % | 353.786 $ | -1.219 $ | -0,3 % | 355.005 $ | +3.466 $ | +1,0 % |
| TCFG Investment Advisors, LLC | 370.389 $ | +71.419 $ | +23,9 % | 298.970 $ | ||||||||
| Greenline Wealth Management LLC | 368.974 $ | |||||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 360.685 $ | +24.441 $ | +7,3 % | |||||||||
| Magnolia Private Wealth, LLC | 326.927 $ | -32.322 $ | -9,0 % | 359.249 $ | +95.967 $ | +36,5 % | 263.282 $ | -22.821 $ | -8,0 % | 286.103 $ | -134.573 $ | -32,0 % |
| Bristlecone Advisors, LLC | 354.292 $ | +152.331 $ | +75,4 % | |||||||||
| Worth Asset Management, LLC | 354.281 $ | |||||||||||
| BNB Wealth Management, LLC | 352.807 $ | |||||||||||
| Acumen Wealth Advisors, LLC | 350.533 $ | |||||||||||
| Crossmark Global Holdings, Inc. | 348.712 $ | +24.670 $ | +7,6 % | |||||||||
| TWO SIGMA SECURITIES, LLC | 348.276 $ | +75.240 $ | +27,6 % | |||||||||
| Diversified Trust Co | 347.391 $ | |||||||||||
| First Citizens Financial Corp | 289.169 $ | -56.183 $ | -16,3 % | 345.352 $ | +9.693 $ | +2,9 % | 335.659 $ | +13.495 $ | +4,2 % | 322.164 $ | +19.813 $ | +6,6 % |
| COWA, LLC | 317.904 $ | +1.989 $ | +0,6 % | 315.915 $ | -26.447 $ | -7,7 % | 342.362 $ | +23.199 $ | +7,3 % | |||
| PARSONS CAPITAL MANAGEMENT INC/RI | 341.907 $ | |||||||||||
| WHITTIER TRUST CO OF NEVADA INC | 340.774 $ | |||||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 340.580 $ | +42.114 $ | +14,1 % | 298.466 $ | -8.354 $ | -2,7 % | 306.820 $ | +5.176 $ | +1,7 % | 301.644 $ | +14.204 $ | +4,9 % |
| BURLING WEALTH PARTNERS, LLC | 242.635 $ | -84.335 $ | -25,8 % | 326.970 $ | -13.358 $ | -3,9 % | 340.328 $ | +68.927 $ | +25,4 % | |||
| NewEdge Wealth, LLC | 337.302 $ | |||||||||||
| Trellis Wealth Advisors LLC | 302.313 $ | +507 $ | +0,2 % | 301.806 $ | -31.262 $ | -9,4 % | 333.068 $ | -1.148 $ | -0,3 % | 334.216 $ | -18.640 $ | -5,3 % |
| Prospera Financial Services Inc | 333.590 $ | +92.156 $ | +38,2 % | 241.434 $ | +4.868 $ | +2,1 % | 236.566 $ | |||||
| North Star Investment Management Corp. | 330.563 $ | +17.630 $ | +5,6 % | 312.933 $ | +903 $ | +0,3 % | 312.030 $ | |||||
| PNC FINANCIAL SERVICES GROUP, INC. | 328.494 $ | +97.185 $ | +42,0 % | 231.309 $ | +1.399 $ | +0,6 % | 229.910 $ | +139.417 $ | +154,1 % | 90.493 $ | +4.261 $ | +4,9 % |
| Maia Wealth LLC | 327.485 $ | -27.082 $ | -7,6 % | |||||||||
| Garner Asset Management Corp | 324.192 $ | +544 $ | +0,2 % | 323.648 $ | -1.392 $ | -0,4 % | 325.040 $ | |||||
| Pinnacle Financial Group, LLC / IL | 323.375 $ | +89.220 $ | +38,1 % | 234.155 $ | ||||||||
| BRIGHTON JONES LLC | 321.369 $ | +17.226 $ | +5,7 % | 304.143 $ | ||||||||
| Innova Wealth Partners | 321.053 $ | |||||||||||
| Avant Capital LLC | 319.821 $ | +67.533 $ | +26,8 % | 252.288 $ | +7.689 $ | +3,1 % | 244.599 $ | -129 $ | -0,1 % | 244.728 $ | +24.484 $ | +11,1 % |
| MassMutual Private Wealth & Trust, FSB | 250.586 $ | -65.382 $ | -20,7 % | 315.968 $ | -270.133 $ | -46,1 % | ||||||
| Elm3 Financial Group, LLC | 315.519 $ | +4.560 $ | +1,5 % | 310.959 $ | +6.545 $ | +2,2 % | 304.414 $ | +34.182 $ | +12,6 % | 270.232 $ | -9.181 $ | -3,3 % |
| Regal Investment Advisors LLC | 311.339 $ | +13.703 $ | +4,6 % | 297.636 $ | ||||||||
| Ritter Daniher Financial Advisory LLC / DE | 311.332 $ | +61.810 $ | +24,8 % | 249.522 $ | -709 $ | -0,3 % | 250.231 $ | -794 $ | -0,3 % | 251.025 $ | +2.800 $ | +1,1 % |
| Rockefeller Capital Management L.P. | 311.082 $ | +304.814 $ | +4.863,0 % | 6.268 $ | -4.694 $ | -42,8 % | 10.962 $ | +4.627 $ | +73,0 % | 6.335 $ | ||
| FIDUCIARY ADVISORS, INC. | 19.355 $ | -291.635 $ | -93,8 % | 310.990 $ | +20.572 $ | +7,1 % | 290.418 $ | |||||
| TCFG WEALTH MANAGEMENT, LLC | 298.970 $ | -1.286 $ | -0,4 % | 300.256 $ | -8.169 $ | -2,6 % | 308.425 $ | |||||
| Werba Rubin Papier Wealth Management | 306.967 $ | +28.863 $ | +10,4 % | 278.104 $ | +71.528 $ | +34,6 % | 206.576 $ | |||||
| Midwestern Financial, LLC /IA | 304.575 $ | +2.521 $ | +0,8 % | 302.054 $ | +65 $ | +0,0 % | 301.989 $ | +1.750 $ | +0,6 % | 300.239 $ | +5.001 $ | +1,7 % |
| Heartwood Wealth Advisors LLC | 301.904 $ | +507 $ | +0,2 % | 301.397 $ | ||||||||
| HUNTINGTON NATIONAL BANK | 299.412 $ | +62.892 $ | +26,6 % | 236.520 $ | +216.814 $ | +1.100,2 % | 19.706 $ | +19.131 $ | +3.327,1 % | 575 $ | -4.081 $ | -87,7 % |
| Cherry Tree Wealth Management, LLC | 297.133 $ | +24.356 $ | +8,9 % | 272.777 $ | +7.655 $ | +2,9 % | 265.122 $ | -23.859 $ | -8,3 % | 288.981 $ | +8.822 $ | +3,1 % |
| Clear Creek Financial Management, LLC | 295.997 $ | +62.610 $ | +26,8 % | 233.387 $ | +7.174 $ | +3,2 % | 226.213 $ | -23 $ | -0,0 % | 226.236 $ | +23.744 $ | +11,7 % |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 292.758 $ | +23.354 $ | +8,7 % | 269.404 $ | -10.146 $ | -3,6 % | 279.550 $ | +10.349 $ | +3,8 % | 269.201 $ | +18.125 $ | +7,2 % |
| High Net Worth Advisory Group LLC | 290.588 $ | |||||||||||
| FMR LLC | 288.625 $ | +239.830 $ | +491,5 % | 48.795 $ | +48.748 $ | +103.719,1 % | 47 $ | +1 $ | +2,2 % | 46 $ | ||
| Tidemark, LLC | 288.089 $ | +183.617 $ | +175,8 % | 104.472 $ | -1.626 $ | -1,5 % | 106.098 $ | +2.549 $ | +2,5 % | 103.549 $ | +24.726 $ | +31,4 % |
| MOTIVE WEALTH ADVISORS | 262.424 $ | +24.434 $ | +10,3 % | 237.990 $ | -19.869 $ | -7,7 % | 257.859 $ | -22.729 $ | -8,1 % | 280.588 $ | +20.328 $ | +7,8 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 225.516 $ | -54.743 $ | -19,5 % | 280.259 $ | ||||||||
| Stokes Family Office, LLC | 274.589 $ | +9.051 $ | +3,4 % | 265.538 $ | -992 $ | -0,4 % | ||||||
| KEYBANK NATIONAL ASSOCIATION/OH | 274.461 $ | +57.651 $ | +26,6 % | 216.810 $ | +6.435 $ | +3,1 % | 210.375 $ | |||||
| US BANCORP \DE\ | 43.849 $ | +20.292 $ | +86,1 % | 23.557 $ | +320 $ | +1,4 % | 23.237 $ | -247.786 $ | -91,4 % | 271.023 $ | +266.137 $ | +5.446,9 % |
| Willis Johnson & Associates, Inc. | 268.830 $ | -1.156 $ | -0,4 % | 269.986 $ | -931 $ | -0,3 % | 270.917 $ | -44.994 $ | -14,2 % | |||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 243.780 $ | -26.321 $ | -9,7 % | 270.101 $ | -7.457 $ | -2,7 % | ||||||
| Pasadena Private Wealth, LLC | 269.687 $ | |||||||||||
| Hilltop Holdings Inc. | 267.303 $ | -248 $ | -0,1 % | 267.551 $ | -8.444 $ | -3,1 % | ||||||
| Apeiron RIA LLC | 206.364 $ | -7.863 $ | -3,7 % | 214.227 $ | -53.025 $ | -19,8 % | 267.252 $ | +31.245 $ | +13,2 % | |||
| IFG Advisory, LLC | 267.213 $ | |||||||||||
| COMPASS CAPITAL CORP /MA/ /ADV | 266.775 $ | |||||||||||
| Life Planning Partners, Inc | 202.620 $ | +340 $ | +0,2 % | 202.280 $ | -870 $ | -0,4 % | 203.150 $ | -62.161 $ | -23,4 % | 265.311 $ | ||
| Exit Wealth Advisors, LLC. | 265.299 $ | +25.845 $ | +10,8 % | 239.454 $ | +4.455 $ | +1,9 % | 234.999 $ | -21.314 $ | -8,3 % | 256.313 $ | ||
| MFA Wealth Services | 264.150 $ | |||||||||||
| Daviman Financial, LLC | 229.770 $ | +21.394 $ | +10,3 % | 208.376 $ | -52.138 $ | -20,0 % | 260.514 $ | |||||
| McCartney Wealth Management LLC | 259.998 $ | +54.955 $ | +26,8 % | 205.043 $ | ||||||||
| Empirical Finance, LLC | 259.490 $ | +54.506 $ | +26,6 % | 204.984 $ | ||||||||
| MCF Advisors LLC | 259.354 $ | +2.964 $ | +1,2 % | 256.390 $ | -1.103 $ | -0,4 % | 257.493 $ | |||||
| CITIZENS FINANCIAL GROUP INC/RI | 255.359 $ | |||||||||||
| BOS Asset Management, LLC | 254.212 $ | +1.969 $ | +0,8 % | 252.243 $ | +50.109 $ | +24,8 % | 202.134 $ | -697 $ | -0,3 % | 202.831 $ | +1.980 $ | +1,0 % |
| Proactive Wealth Strategies LLC | 253.624 $ | |||||||||||
| Argent Trust Co | 253.275 $ | +425 $ | +0,2 % | 252.850 $ | ||||||||
| 180 WEALTH ADVISORS, LLC | 253.275 $ | +425 $ | +0,2 % | 252.850 $ | ||||||||
| LAM GROUP, INC. | 214.481 $ | +19.970 $ | +10,3 % | 194.511 $ | -58.018 $ | -23,0 % | 252.529 $ | +15.929 $ | +6,7 % | |||
| Private Wealth Partners, LLC | 251.506 $ | |||||||||||
| Core Wealth Advisors, Inc. | 250.641 $ | +50.485 $ | +25,2 % | 200.156 $ | -861 $ | -0,4 % | 201.017 $ | -693 $ | -0,3 % | 201.710 $ | ||
| Verum Partners LLC | 250.478 $ | +1.974 $ | +0,8 % | 248.504 $ | ||||||||
| MONEY CONCEPTS CAPITAL CORP | 250.183 $ | |||||||||||
| Lodestone Wealth Management LLC | 248.210 $ | +417 $ | +0,2 % | 247.793 $ | -1.066 $ | -0,4 % | 248.859 $ | -857 $ | -0,3 % | 249.716 $ | +2.437 $ | +1,0 % |
| ELEVATUS WELATH MANAGEMENT | 247.425 $ | |||||||||||
| VANGUARD ADVISERS INC | 247.318 $ | +46.282 $ | +23,0 % | 201.036 $ | ||||||||
| Amicus Financial Advisors, LLC | 247.095 $ | +415 $ | +0,2 % | 246.680 $ | ||||||||
| Noble Wealth Partners LLC | 247.007 $ | |||||||||||
| Fulcrum Equity Management | 244.520 $ | |||||||||||
| Blackston Financial Advisory Group, LLC | 243.261 $ | +31.079 $ | +14,6 % | 212.182 $ | -9.888 $ | -4,5 % | 222.070 $ | +3.938 $ | +1,8 % | 218.132 $ | +475 $ | +0,2 % |
| PDS Planning, Inc | 243.161 $ | +2.012 $ | +0,8 % | 241.149 $ | +53 $ | +0,0 % | 241.096 $ | +13.875 $ | +6,1 % | 227.221 $ | +21.788 $ | +10,6 % |
| Retirement Planning Group, LLC | 240.814 $ | +404 $ | +0,2 % | 240.410 $ | -1.034 $ | -0,4 % | 241.444 $ | -832 $ | -0,3 % | 242.276 $ | ||
| LRI Investments, LLC | 240.684 $ | +39.497 $ | +19,6 % | 201.187 $ | +21.415 $ | +11,9 % | 179.772 $ | +7.032 $ | +4,1 % | 172.740 $ | +15.429 $ | +9,8 % |
| Signature Equity Partners, LLC | 86.069 $ | -152.990 $ | -64,0 % | 239.059 $ | +148.505 $ | +164,0 % | 90.554 $ | |||||
| CGN Advisors LLC | 230.561 $ | -8.047 $ | -3,4 % | 238.608 $ | +3.051 $ | +1,3 % | 235.557 $ | |||||
| Western Wealth Management, LLC | 238.330 $ | +10.711 $ | +4,7 % | 227.619 $ | +5.134 $ | +2,3 % | 222.485 $ | |||||
| Washington Trust Advisors, Inc. | 237.805 $ | +13.472 $ | +6,0 % | 224.333 $ | -194 $ | -0,1 % | 224.527 $ | +802 $ | +0,4 % | 223.725 $ | ||
| Wealth Enhancement Trust Services, Inc. | 199.581 $ | +335 $ | +0,2 % | 199.246 $ | -38.033 $ | -16,0 % | 237.279 $ | |||||
| NATIONAL BANK OF CANADA /FI/ | 219.077 $ | -9.465 $ | -4,1 % | 228.542 $ | -7.469 $ | -3,2 % | 236.011 $ | +34.250 $ | +17,0 % | 201.761 $ | +5.324 $ | +2,7 % |
| FIDUCIARY TRUST CO | 235.546 $ | |||||||||||
| Level Financial Advisors | 232.203 $ | +390 $ | +0,2 % | 231.813 $ | -997 $ | -0,4 % | 232.810 $ | -802 $ | -0,3 % | 233.612 $ | +2.280 $ | +1,0 % |
| Valmark Advisers, Inc. | 232.506 $ | +390 $ | +0,2 % | 232.116 $ | ||||||||
| Sigma Planning Corp | 230.191 $ | |||||||||||
| Cadence Bank | 229.500 $ | -414 $ | -0,2 % | 229.914 $ | +22.890 $ | +11,1 % | ||||||
| Cornerstone Wealth Group, LLC | 227.846 $ | -180 $ | -0,1 % | 228.026 $ | -416 $ | -0,2 % | 228.442 $ | -787 $ | -0,3 % | 229.229 $ | +2.237 $ | +1,0 % |
| BOSTON FAMILY OFFICE LLC | 228.000 $ | +0 $ | +0,0 % | 228.000 $ | -1.000 $ | -0,4 % | 229.000 $ | +0 $ | +0,0 % | 229.000 $ | +2.000 $ | +0,9 % |
| Sequent Planning LLC | 227.036 $ | |||||||||||
| B. Riley Wealth Advisors, Inc. | 224.195 $ | +1.014 $ | +0,5 % | 223.181 $ | -906 $ | -0,4 % | 224.087 $ | |||||
| City State Bank | 221.840 $ | +94.012 $ | +73,5 % | 127.828 $ | +80.455 $ | +169,8 % | 47.373 $ | +2.926 $ | +6,6 % | |||
| Quotient Wealth Partners, LLC | 220.526 $ | +20.106 $ | +10,0 % | 200.420 $ | -5.610 $ | -2,7 % | 206.030 $ | +1.817 $ | +0,9 % | 204.213 $ | ||
| SeaCrest Wealth Management, LLC | 217.249 $ | -1.546 $ | -0,7 % | 218.795 $ | ||||||||
| Vermillion Wealth Management, Inc. | 55.025 $ | +456 $ | +0,8 % | 54.569 $ | +11 $ | +0,0 % | 54.558 $ | -164.013 $ | -75,0 % | 218.571 $ | +62.774 $ | +40,3 % |
| CIBC Bancorp USA Inc. | 216.575 $ | |||||||||||
| KANE INVESTMENT MANAGEMENT, INC. | 214.836 $ | |||||||||||
| May Hill Capital, LLC | 213.535 $ | |||||||||||
| Brookwood Investment Group LLC | 211.966 $ | |||||||||||
| Meredith Wealth Planning | 210.721 $ | |||||||||||
| JFS WEALTH ADVISORS, LLC | 209.248 $ | +735 $ | +0,4 % | 208.513 $ | -675 $ | -0,3 % | 209.188 $ | -854 $ | -0,4 % | 210.042 $ | -76.759 $ | -26,8 % |
| AVAII WEALTH MANAGEMENT, LLC | 209.819 $ | -102.378 $ | -32,8 % | |||||||||
| Independent Advisor Alliance | 206.309 $ | |||||||||||
| Synergy Asset Management, LLC | 205.951 $ | +0 $ | +0,0 % | |||||||||
| Mason Investment Advisory Services, Inc. | 205.883 $ | +5.723 $ | +2,9 % | 200.160 $ | +43 $ | +0,0 % | 200.117 $ | |||||
| Portland Financial Advisors Inc | 204.342 $ | +343 $ | +0,2 % | 203.999 $ | -878 $ | -0,4 % | 204.877 $ | |||||
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 200.593 $ | |||||||||||
| Strategic Investment Solutions, Inc. /IL | 149.109 $ | -48.445 $ | -24,5 % | 197.554 $ | +175.564 $ | +798,4 % | 21.990 $ | |||||
| 3 FACTOR INDEXING, LLC | 189.248 $ | +318 $ | +0,2 % | 188.930 $ | ||||||||
| Caldwell Trust Co | 185.361 $ | +7.315 $ | +4,1 % | 178.046 $ | +12.899 $ | +7,8 % | ||||||
| Graney & King, LLC | 177.764 $ | +18.974 $ | +11,9 % | 158.790 $ | -683 $ | -0,4 % | 159.473 $ | +119.009 $ | +294,1 % | 40.464 $ | -15.754 $ | -28,0 % |
| TFC Financial Management, Inc. | 173.254 $ | +21.435 $ | +14,1 % | 151.819 $ | +4.261 $ | +2,9 % | 147.558 $ | +6.313 $ | +4,5 % | 141.245 $ | +9.571 $ | +7,3 % |
| Triumph Capital Management | 172.255 $ | +51.324 $ | +42,4 % | 120.931 $ | +101.281 $ | +515,4 % | 19.650 $ | |||||
| ROTHSCHILD INVESTMENT LLC | 126.638 $ | +213 $ | +0,2 % | 126.425 $ | -41.783 $ | -24,8 % | 168.208 $ | +40.802 $ | +32,0 % | 127.406 $ | +76.941 $ | +152,5 % |
| MBM WEALTH CONSULTANTS, LLC | 157.979 $ | |||||||||||
| Center for Financial Planning, Inc. | 153.261 $ | +18.951 $ | +14,1 % | 134.310 $ | -3.759 $ | -2,7 % | 138.069 $ | +2.329 $ | +1,7 % | 135.740 $ | +6.391 $ | +4,9 % |
| Westside Investment Management, Inc. | 151.965 $ | +50.825 $ | +50,3 % | 101.140 $ | ||||||||
| ATLAS CAPITAL ADVISORS INC. | 148.416 $ | +15.846 $ | +12,0 % | 132.570 $ | +2.170 $ | +1,7 % | 130.400 $ | +13.974 $ | +12,0 % | |||
| Accredited Wealth Management, LLC | 146.263 $ | +11.521 $ | +8,6 % | |||||||||
| Strategic Wealth Partners, Ltd. | 141.583 $ | +19.634 $ | +16,1 % | 121.949 $ | +3.534 $ | +3,0 % | 118.415 $ | +2.064 $ | +1,8 % | 116.351 $ | +10.029 $ | +9,4 % |
| MANNING & NAPIER ADVISORS LLC | 140.415 $ | +13.074 $ | +10,3 % | 127.341 $ | +1.731 $ | +1,4 % | 125.610 $ | +4.957 $ | +4,1 % | 120.653 $ | ||
| CIBC Private Wealth Group LLC | 131.844 $ | -455 $ | -0,3 % | 132.299 $ | +1.292 $ | +1,0 % | ||||||
| AMERICAN NATIONAL BANK & TRUST | 128.452 $ | +41.175 $ | +47,2 % | 87.277 $ | +21.152 $ | +32,0 % | 66.125 $ | +35.547 $ | +116,3 % | 30.578 $ | +8.373 $ | +37,7 % |
| SALEM INVESTMENT COUNSELORS INC | 121.937 $ | +16.285 $ | +15,4 % | 105.652 $ | -12.199 $ | -10,4 % | 117.851 $ | +48.285 $ | +69,4 % | |||
| Privatperson | 102.319 $ | -185 $ | -0,2 % | 102.504 $ | ||||||||
| High Note Wealth, LLC | 94.017 $ | +2.791 $ | +3,1 % | 91.226 $ | ||||||||
| Atlatl Advisers LLC | 89.862 $ | |||||||||||
| Bogart Wealth, LLC | 88.485 $ | +10.947 $ | +14,1 % | 77.538 $ | +2.177 $ | +2,9 % | 75.361 $ | +3.224 $ | +4,5 % | 72.137 $ | +4.888 $ | +7,3 % |
| Pacific Center for Financial Services | 82.300 $ | +7.869 $ | +10,6 % | 74.431 $ | +4.351 $ | +6,2 % | 70.080 $ | +0 $ | +0,0 % | 70.080 $ | +5.258 $ | +8,1 % |
| Birchwood Financial Partners, Inc. | 81.048 $ | +45.649 $ | +129,0 % | 35.399 $ | -152 $ | -0,4 % | 35.551 $ | |||||
| Rossby Financial, LCC | 79.022 $ | +2.925 $ | +3,8 % | 76.097 $ | +34.451 $ | +82,7 % | 41.646 $ | +8.895 $ | +27,2 % | 32.751 $ | ||
| FIRST COMMUNITY TRUST NA | 76.631 $ | +9.476 $ | +14,1 % | 67.155 $ | -1.880 $ | -2,7 % | 69.035 $ | +1.165 $ | +1,7 % | 67.870 $ | +3.196 $ | +4,9 % |
| Basepoint Wealth LLC | 76.120 $ | |||||||||||
| BlackRock, Inc. | 75.901 $ | +75.623 $ | +27.202,5 % | 278 $ | +0 $ | +0,0 % | 278 $ | |||||
| PRIVATE TRUST CO NA | 75.356 $ | +8.641 $ | +13,0 % | 66.715 $ | +1.581 $ | +2,4 % | 65.134 $ | +2.721 $ | +4,4 % | 62.413 $ | +4.319 $ | +7,4 % |
| Financial Management Professionals, Inc. | 70.917 $ | +119 $ | +0,2 % | 70.798 $ | -305 $ | -0,4 % | 71.103 $ | -245 $ | -0,3 % | 71.348 $ | +697 $ | +1,0 % |
| JNBA Financial Advisors | 67.629 $ | -502 $ | -0,7 % | 68.131 $ | +352 $ | +0,5 % | 67.779 $ | +2.287 $ | +3,5 % | 65.492 $ | +3.954 $ | +6,4 % |
| AMERIFLEX GROUP, INC. | 65.621 $ | +59.967 $ | +1.060,6 % | 5.654 $ | +705 $ | +14,2 % | ||||||
| C M BIDWELL & ASSOCIATES LTD | 60.279 $ | +8.394 $ | +16,2 % | 51.885 $ | +6.887 $ | +15,3 % | 44.998 $ | -155 $ | -0,3 % | 45.153 $ | -48.914 $ | -52,0 % |
| Horizon Investments, LLC | 34.954 $ | -24.153 $ | -40,9 % | 59.107 $ | +38.857 $ | +191,9 % | 20.250 $ | |||||
| EASTERN BANK | 50.655 $ | +85 $ | +0,2 % | 50.570 $ | -3.272 $ | -6,1 % | 53.842 $ | -4.008 $ | -6,9 % | 57.850 $ | +997 $ | +1,8 % |
| Planning Strategies Inc. | 55.518 $ | |||||||||||
| INVESTMENT COUNSEL CO OF NEVADA | 50.912 $ | |||||||||||
| Gould Capital, LLC | 50.655 $ | +85 $ | +0,2 % | 50.570 $ | -218 $ | -0,4 % | 50.788 $ | |||||
| True Wealth Design, LLC | 46.311 $ | +4.312 $ | +10,3 % | 41.999 $ | +571 $ | +1,4 % | 41.428 $ | -1.298 $ | -3,0 % | 42.726 $ | -5.068 $ | -10,6 % |
| SIMPLEX TRADING, LLC | 24.951 $ | -14.469 $ | -36,7 % | 39.420 $ | +20.420 $ | +107,5 % | 19.000 $ | -138.000 $ | -87,9 % | |||
| MATHER GROUP, LLC. | 36.277 $ | +4.486 $ | +14,1 % | 31.791 $ | -338 $ | -1,1 % | 32.129 $ | |||||
| SIGNATUREFD, LLC | 35.186 $ | +4.395 $ | +14,3 % | 30.791 $ | -963 $ | -3,0 % | 31.754 $ | +589 $ | +1,9 % | 31.165 $ | +1.512 $ | +5,1 % |
| Versant Capital Management, Inc | 35.181 $ | +7.390 $ | +26,6 % | 27.791 $ | +825 $ | +3,1 % | 26.966 $ | -49 $ | -0,2 % | 27.015 $ | ||
| PROATHLETE WEALTH MANAGEMENT LLC | 32.242 $ | +1.510 $ | +4,9 % | 30.732 $ | +763 $ | +2,5 % | 29.969 $ | |||||
| BARRETT & COMPANY, INC. | 31.189 $ | +6.551 $ | +26,6 % | 24.638 $ | +732 $ | +3,1 % | 23.906 $ | -43 $ | -0,2 % | 23.949 $ | +2.384 $ | +11,1 % |
| MAI Capital Management | 30.241 $ | -130 $ | -0,4 % | 30.371 $ | -105 $ | -0,3 % | 30.476 $ | +297 $ | +1,0 % | |||
| NEPC LLC | 26.442 $ | -1.574 $ | -5,6 % | 28.016 $ | -2.356 $ | -7,8 % | 30.372 $ | |||||
| ARMSTRONG ADVISORY GROUP, INC | 29.267 $ | +1.288 $ | +4,6 % | 27.979 $ | +601 $ | +2,2 % | 27.378 $ | -197 $ | -0,7 % | 27.575 $ | +646 $ | +2,4 % |
| Avion Wealth | 26.000 $ | +5.000 $ | +23,8 % | 21.000 $ | +1.000 $ | +5,0 % | 20.000 $ | +0 $ | +0,0 % | 20.000 $ | +2.000 $ | +11,1 % |
| MidAtlantic Capital Management, Inc. | 22.705 $ | |||||||||||
| Raleigh Capital Management Inc. | 22.049 $ | +2.726 $ | +14,1 % | 19.323 $ | -540 $ | -2,7 % | 19.863 $ | +335 $ | +1,7 % | 19.528 $ | +919 $ | +4,9 % |
| Abound Wealth Management | 446 $ | -21.355 $ | -98,0 % | 21.801 $ | ||||||||
| Ancora Advisors LLC | 20.228 $ | |||||||||||
| Atomic Invest LLC | 19.895 $ | +4.617 $ | +30,2 % | 15.278 $ | +2.976 $ | +24,2 % | 12.302 $ | |||||
| Nalls Sherbakoff Group, LLC | 19.710 $ | +585 $ | +3,1 % | 19.125 $ | -35 $ | -0,2 % | 19.160 $ | +1.908 $ | +11,1 % | |||
| OPTIMA CAPITAL LLC | 18.995 $ | |||||||||||
| CX Institutional | 18.000 $ | |||||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 16.917 $ | +139 $ | +0,8 % | 16.778 $ | +4 $ | +0,0 % | 16.774 $ | |||||
| Ankerstar Wealth, LLC | 16.635 $ | +2.058 $ | +14,1 % | 14.577 $ | +409 $ | +2,9 % | 14.168 $ | |||||
| Glen Eagle Advisors, LLC | 15.072 $ | +645 $ | +4,5 % | 14.427 $ | +977 $ | +7,3 % | ||||||
| SHP Wealth Management | 14.843 $ | +1.382 $ | +10,3 % | 13.461 $ | +183 $ | +1,4 % | 13.278 $ | |||||
| TSFG, LLC | 14.000 $ | |||||||||||
| Central Pacific Bank - Trust Division | 12.569 $ | +2.368 $ | +23,2 % | 10.201 $ | +1.945 $ | +23,6 % | 8.256 $ | +19 $ | +0,2 % | 8.237 $ | +799 $ | +10,7 % |
| Cloud Capital Management, LLC | 12.000 $ | |||||||||||
| ASSETMARK, INC | 10.831 $ | +6.013 $ | +124,8 % | 4.818 $ | ||||||||
| Spire Wealth Management | 10.535 $ | +2.219 $ | +26,7 % | 8.316 $ | +441 $ | +5,6 % | 7.875 $ | -9 $ | -0,1 % | 7.884 $ | +790 $ | +11,1 % |
| PITTENGER & ANDERSON INC | 8.733 $ | +2.820 $ | +47,7 % | 5.913 $ | ||||||||
| LANARK FINANCIAL, INC. | 8.083 $ | +356 $ | +4,6 % | 7.727 $ | +166 $ | +2,2 % | 7.561 $ | |||||
| Archer Investment Corp | 6.132 $ | |||||||||||
| TD Capital Management LLC | 6.109 $ | +769 $ | +14,4 % | 5.340 $ | -133 $ | -2,4 % | 5.473 $ | +110 $ | +2,1 % | 5.363 $ | +266 $ | +5,2 % |
| FSA Wealth Management LLC | 4.861 $ | -4.935 $ | -50,4 % | |||||||||
| Corsicana & Co. | 4.181 $ | |||||||||||
| DHJJ Financial Advisors, Ltd. | 4.157 $ | +387 $ | +10,3 % | 3.770 $ | +52 $ | +1,4 % | 3.718 $ | +146 $ | +4,1 % | 3.572 $ | +259 $ | +7,8 % |
| Oakmont Advisory Group, LLC | 3.709 $ | |||||||||||
| Russell Investments Group, Ltd. | 3.548 $ | -86 $ | -2,4 % | 3.634 $ | -6 $ | -0,2 % | 3.640 $ | +2.777 $ | +321,8 % | |||
| ST GERMAIN D J CO INC | 3.362 $ | +416 $ | +14,1 % | 2.946 $ | ||||||||
| Oakworth Capital, Inc. | 3.236 $ | |||||||||||
| Quent Capital, LLC | 2.869 $ | -5 $ | -0,2 % | 2.874 $ | ||||||||
| GHP Investment Advisors, Inc. | 2.246 $ | +472 $ | +26,6 % | 1.774 $ | +52 $ | +3,0 % | 1.722 $ | -3 $ | -0,2 % | 1.725 $ | +172 $ | +11,1 % |
| Sound Income Strategies, LLC | 2.002 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 2.000 $ | |||||||||||
| Essential Investment Partners LLC | 1.497 $ | +314 $ | +26,5 % | 1.183 $ | +35 $ | +3,0 % | 1.148 $ | |||||
| Ashurst Perkins Coie Trust Co | 1.275 $ | |||||||||||
| HHM Wealth Advisors, LLC | 1.248 $ | |||||||||||
| CITIGROUP INC | 177 $ | -107 $ | -37,7 % | 284 $ | +140 $ | +97,2 % | 144 $ | |||||
| 2.874.798.839 $ | +443.436.429 $ | +143,3 % | 2.421.231.036 $ | +120.081.135 $ | +252,2 % | 2.253.068.755 $ | -18.663.330 $ | +67,9 % | 2.212.931.511 $ | +247.423.287 $ | +40,3 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.