| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 2.688.064.752 $ | +141.357.541 $ | +241,0 % | 2.877.248.190 $ | +442.554.111 $ | +142,1 % | 2.422.242.697 $ | +119.999.799 $ | +253,3 % | 2.253.366.454 $ | -20.844.607 $ | +67,8 % |
| RITHOLTZ WEALTH MANAGEMENT | 169.924.122 $ | -14.125.174 $ | -7,7 % | 184.049.296 $ | +44.660.434 $ | +32,0 % | 139.388.862 $ | +14.883.561 $ | +12,0 % | 124.505.301 $ | +4.109.161 $ | +3,4 % |
| ANDERSON HOAGLAND & CO | 147.315.881 $ | +5.254.006 $ | +3,7 % | 142.061.875 $ | +13.909.485 $ | +10,9 % | 128.152.390 $ | +5.277.806 $ | +4,3 % | 122.874.584 $ | +1.946.931 $ | +1,6 % |
| 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 % | |||
| Brookstone Capital Management | 115.076.143 $ | |||||||||||
| LPL Financial LLC | 110.095.635 $ | +826.696 $ | +0,8 % | 109.268.939 $ | +33.931.327 $ | +45,0 % | 75.337.612 $ | +4.854.474 $ | +6,9 % | 70.483.138 $ | +10.914.411 $ | +18,3 % |
| UBS Group AG | 108.831.566 $ | +75.978.631 $ | +231,3 % | 32.852.935 $ | +8.527.791 $ | +35,1 % | 24.325.144 $ | +1.600.210 $ | +7,0 % | 22.724.934 $ | +1.527.043 $ | +7,2 % |
| Armbruster Capital Management, Inc. | 107.331.868 $ | -1.266.859 $ | -1,2 % | 108.598.727 $ | +12.252.625 $ | +12,7 % | 96.346.102 $ | +2.342.124 $ | +2,5 % | 94.003.978 $ | +2.020.604 $ | +2,2 % |
| RAYMOND JAMES FINANCIAL INC | 99.570.047 $ | +23.294.668 $ | +30,5 % | 76.275.379 $ | +5.260.198 $ | +7,4 % | 71.015.181 $ | +8.293.191 $ | +13,2 % | 62.721.990 $ | +21.913.049 $ | +53,7 % |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 79.358.327 $ | +1.480.520 $ | +1,9 % | 77.877.807 $ | +10.685.879 $ | +15,9 % | 67.191.928 $ | -1.833.622 $ | -2,7 % | 69.025.550 $ | +4.385.217 $ | +6,8 % |
| Wescott Financial Advisory Group, LLC | 73.854.834 $ | -1.078.944 $ | -1,4 % | 74.933.778 $ | +1.554.849 $ | +2,1 % | 73.378.929 $ | +5.469.153 $ | +8,1 % | 67.909.776 $ | +3.069.696 $ | +4,7 % |
| Cambridge Investment Research Advisors, Inc. | 32.889.000 $ | -40.003.000 $ | -54,9 % | 72.892.000 $ | +46.714.000 $ | +178,4 % | 26.178.000 $ | +4.598.000 $ | +21,3 % | 21.580.000 $ | +2.653.000 $ | +14,0 % |
| 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 % | |||
| Strategic Financial Services, Inc. | 63.449.265 $ | -4.830.647 $ | -7,1 % | 68.279.912 $ | +12.000.369 $ | +21,3 % | 56.279.543 $ | -2.216.197 $ | -3,8 % | 58.495.740 $ | +4.795.544 $ | +8,9 % |
| 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 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 55.089.405 $ | +3.715.451 $ | +7,2 % | 51.373.954 $ | +7.396.406 $ | +16,8 % | 43.977.548 $ | +4.302.774 $ | +10,8 % | 39.674.774 $ | +991.260 $ | +2,6 % |
| Systelligence, LLC | 9.400.409 $ | -42.360.219 $ | -81,8 % | 51.760.628 $ | +14.708.900 $ | +39,7 % | 37.051.728 $ | +16.910.425 $ | +84,0 % | 20.141.303 $ | -2.582.690 $ | -11,4 % |
| 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 % | |||
| Cetera Investment Advisers | 45.627.629 $ | +4.677.003 $ | +11,4 % | 40.950.626 $ | +11.484.384 $ | +39,0 % | 29.466.242 $ | -1.093.087 $ | -3,6 % | 30.559.329 $ | +279.314 $ | +0,9 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 40.165.799 $ | -2.751.013 $ | -6,4 % | 42.916.812 $ | +9.533.874 $ | +28,6 % | 33.382.938 $ | +1.209.587 $ | +3,8 % | 32.173.351 $ | -55.171.400 $ | -63,2 % |
| Madison Wealth Partners, Inc | 42.428.031 $ | +40.700.369 $ | +2.355,8 % | 1.727.662 $ | ||||||||
| 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 % | |||
| DAVIDSON INVESTMENT ADVISORS | 39.552.869 $ | +544.226 $ | +1,4 % | 39.008.643 $ | +8.750.245 $ | +28,9 % | 30.258.398 $ | +2.223.252 $ | +7,9 % | 28.035.146 $ | +1.254.310 $ | +4,7 % |
| Gleason Group, Inc. | 35.616.528 $ | +3.917.404 $ | +12,4 % | 31.699.124 $ | +1.401.454 $ | +4,6 % | 30.297.670 $ | +1.506.845 $ | +5,2 % | 28.790.825 $ | -2.231.990 $ | -7,2 % |
| 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 % | |||
| OSAIC HOLDINGS, INC. | 32.876.830 $ | +4.979.717 $ | +17,9 % | 27.897.113 $ | +11.586.194 $ | +71,0 % | 16.310.919 $ | -4.448.751 $ | -21,4 % | 20.759.670 $ | +1.331.431 $ | +6,9 % |
| Storen Legacy Partners, LLC | 9.527.779 $ | -581.817 $ | -5,8 % | 10.109.596 $ | +1.005.850 $ | +11,0 % | 9.103.746 $ | -21.271.789 $ | -70,0 % | 30.375.535 $ | ||
| UMB Bank, n.a. | 29.520.738 $ | -145.987 $ | -0,5 % | 29.666.725 $ | +2.996.134 $ | +11,2 % | 26.670.591 $ | +3.529.035 $ | +15,2 % | 23.141.556 $ | +452.451 $ | +2,0 % |
| BURRUS FINANCIAL SERVICES, INC. | 25.921.285 $ | -3.022.667 $ | -10,4 % | 28.943.952 $ | +2.227.131 $ | +8,3 % | 26.716.821 $ | +4.642.217 $ | +21,0 % | 22.074.604 $ | -3.894.131 $ | -15,0 % |
| 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 % | |||
| TIAA Wealth Investment Management LLC | 23.792.180 $ | -14.050 $ | -0,1 % | 23.806.230 $ | -3.113.799 $ | -11,6 % | 26.920.029 $ | |||||
| Karpus Management, Inc. | 3.633.410 $ | +163.542 $ | +4,7 % | 3.469.868 $ | -64.975 $ | -1,8 % | 3.534.843 $ | -23.159.067 $ | -86,8 % | 26.693.910 $ | -3.909.071 $ | -12,8 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23.932.009 $ | -2.484.835 $ | -9,4 % | 26.416.844 $ | +4.471.509 $ | +20,4 % | 21.945.335 $ | +1.235.627 $ | +6,0 % | 20.709.708 $ | +401.790 $ | +2,0 % |
| 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 % | |||
| MORGAN STANLEY | 24.535.169 $ | +13.214.226 $ | +116,7 % | 11.320.943 $ | -958.799 $ | -7,8 % | 12.279.742 $ | +8.850.513 $ | +258,1 % | 3.429.229 $ | +2.417.268 $ | +238,9 % |
| 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 % | |||
| 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 % | |||
| CABOT WEALTH MANAGEMENT INC | 11.328.414 $ | -1.217.827 $ | -9,7 % | 12.546.241 $ | -10.617.442 $ | -45,8 % | 23.163.683 $ | +1.298.624 $ | +5,9 % | 21.865.059 $ | +1.128.840 $ | +5,4 % |
| 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 % | |||
| 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 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 22.205.045 $ | -195.311 $ | -0,9 % | 22.400.356 $ | +3.297.359 $ | +17,3 % | 19.102.997 $ | +2.092.760 $ | +12,3 % | 17.010.237 $ | +6.258.237 $ | +58,2 % |
| Savant Capital, LLC | 8.309.567 $ | -12.610.291 $ | -60,3 % | 20.919.858 $ | +9.606.568 $ | +84,9 % | 11.313.290 $ | -666.516 $ | -5,6 % | 11.979.806 $ | +1.287.518 $ | +12,0 % |
| SEEDS INVESTOR LLC | 19.654.417 $ | -429.500 $ | -2,1 % | 20.083.917 $ | +415.339 $ | +2,1 % | 19.668.578 $ | +414.255 $ | +2,2 % | 19.254.323 $ | +632.636 $ | +3,4 % |
| Opus Capital Group, LLC | 19.242.000 $ | +19.223.040 $ | +101.387,3 % | 18.960 $ | -16.425.040 $ | -99,9 % | 16.444.000 $ | +559.000 $ | +3,5 % | 15.885.000 $ | +811.000 $ | +5,4 % |
| Mariner, LLC | 17.339.801 $ | +1.218.481 $ | +7,6 % | 16.121.320 $ | +8.636.633 $ | +115,4 % | 7.484.687 $ | +5.534.788 $ | +283,8 % | 1.949.899 $ | -20.765 $ | -1,1 % |
| Clearstead Advisors, LLC | 17.260.066 $ | +7.614.278 $ | +78,9 % | 9.645.788 $ | +4.657.851 $ | +93,4 % | 4.987.937 $ | +1.183.349 $ | +31,1 % | 3.804.588 $ | +452.090 $ | +13,5 % |
| Bedel Financial Consulting, Inc. | 3.773.915 $ | -79.411 $ | -2,1 % | 3.853.326 $ | +332.946 $ | +9,5 % | 3.520.380 $ | -13.217.047 $ | -79,0 % | 16.737.427 $ | +14.432.495 $ | +626,2 % |
| RFP Financial Group LLC | 4.009.568 $ | -12.606.408 $ | -75,9 % | 16.615.976 $ | +11.948.672 $ | +256,0 % | 4.667.304 $ | |||||
| JONES FINANCIAL COMPANIES LLLP | 14.490.855 $ | +4.870.038 $ | +50,6 % | 9.620.817 $ | +2.010.827 $ | +26,4 % | 7.609.990 $ | +768.506 $ | +11,2 % | 6.841.484 $ | +2.426.615 $ | +55,0 % |
| Financial Partners Group, Inc | 13.002.200 $ | -1.076.880 $ | -7,6 % | 14.079.080 $ | +2.973.441 $ | +26,8 % | 11.105.639 $ | +382.628 $ | +3,6 % | 10.723.011 $ | +2.324.027 $ | +27,7 % |
| 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 % | |||
| Focus Partners Wealth | 13.190.469 $ | -287.151 $ | -2,1 % | 13.477.620 $ | +1.498.615 $ | +12,5 % | 11.979.005 $ | -863.977 $ | -6,7 % | 12.842.982 $ | +24.352 $ | +0,2 % |
| Hobart Private Capital, LLC | 8.365.698 $ | -730.492 $ | -8,0 % | 9.096.190 $ | -4.304.166 $ | -32,1 % | 13.400.356 $ | +55.765 $ | +0,4 % | 13.344.591 $ | -4.374.359 $ | -24,7 % |
| WIN ADVISORS, INC | 13.353.902 $ | +2.405.157 $ | +22,0 % | 10.948.745 $ | +8.463.238 $ | +340,5 % | 2.485.507 $ | |||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.115.856 $ | +2.472.434 $ | +23,2 % | 10.643.422 $ | +3.105.444 $ | +41,2 % | 7.537.978 $ | -3.816.620 $ | -33,6 % | 11.354.598 $ | +375.625 $ | +3,4 % |
| Cedar Point Capital Partners, LLC | 2.888.828 $ | +70.403 $ | +2,5 % | 2.818.425 $ | +415.537 $ | +17,3 % | 2.402.888 $ | -10.024.411 $ | -80,7 % | 12.427.299 $ | +286.632 $ | +2,4 % |
| Private Advisor Group, LLC | 12.372.626 $ | +1.627.271 $ | +15,1 % | 10.745.355 $ | +49.426 $ | +0,5 % | 10.695.929 $ | -495.783 $ | -4,4 % | 11.191.712 $ | +1.401.167 $ | +14,3 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12.329.827 $ | +1.130.495 $ | +10,1 % | 11.199.332 $ | +7.257.218 $ | +184,1 % | 3.942.114 $ | +2.740.002 $ | +227,9 % | 1.202.112 $ | -220.421 $ | -15,5 % |
| Farther Finance Advisors, LLC | 11.953.692 $ | +3.830.055 $ | +47,1 % | 8.123.637 $ | +1.915.503 $ | +30,9 % | 6.208.134 $ | +1.718.710 $ | +38,3 % | 4.489.424 $ | +3.371.537 $ | +301,6 % |
| Kestra Advisory Services, LLC | 11.915.038 $ | +695.230 $ | +6,2 % | 11.219.808 $ | +3.568.868 $ | +46,6 % | 7.650.940 $ | +262.450 $ | +3,6 % | 7.388.490 $ | +449.761 $ | +6,5 % |
| Sequoia Financial Advisors, LLC | 8.989.336 $ | -152.845 $ | -1,7 % | 9.142.181 $ | -1.299.998 $ | -12,4 % | 10.442.179 $ | -1.274.272 $ | -10,9 % | 11.716.451 $ | -2.119.054 $ | -15,3 % |
| Altiora Financial Group, LLC | 11.684.347 $ | +2.802.090 $ | +31,5 % | 8.882.257 $ | +1.345.878 $ | +17,9 % | 7.536.379 $ | +3.051.753 $ | +68,0 % | 4.484.626 $ | +333.137 $ | +8,0 % |
| Focus Advisor Solutions, LLC | 11.541.794 $ | +752.532 $ | +7,0 % | 10.789.262 $ | +6.070.427 $ | +128,6 % | 4.718.835 $ | +2.365.162 $ | +100,5 % | 2.353.673 $ | -4.904.378 $ | -67,6 % |
| Beaird Harris Wealth Management, LLC | 11.241.247 $ | +1.568.408 $ | +16,2 % | 9.672.839 $ | -375.381 $ | -3,7 % | 10.048.220 $ | -303.301 $ | -2,9 % | 10.351.521 $ | -727.807 $ | -6,6 % |
| RWA WEALTH PARTNERS, LLC | 10.486.844 $ | -302.684 $ | -2,8 % | 10.789.528 $ | +465.273 $ | +4,5 % | 10.324.255 $ | -697.557 $ | -6,3 % | 11.021.812 $ | -893.033 $ | -7,5 % |
| 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 % | |||
| SEI INVESTMENTS CO | 10.579.000 $ | |||||||||||
| Genesis Wealth Advisors, LLC | 10.498.263 $ | +111.243 $ | +1,1 % | 10.387.020 $ | +1.522.723 $ | +17,2 % | 8.864.297 $ | +115.379 $ | +1,3 % | 8.748.918 $ | +324.664 $ | +3,9 % |
| ALONGSIDE, LLC | 10.313.196 $ | |||||||||||
| TRUIST FINANCIAL CORP | 8.413.781 $ | +652.953 $ | +8,4 % | 7.760.828 $ | -2.452.698 $ | -24,0 % | 10.213.526 $ | +1.432.191 $ | +16,3 % | 8.781.335 $ | +3.799.487 $ | +76,3 % |
| OPPENHEIMER & CO INC | 9.185.890 $ | -908.536 $ | -9,0 % | 10.094.426 $ | +8.825.673 $ | +695,6 % | 1.268.753 $ | |||||
| Stonebridge Capital Advisors LLC | 10.071.004 $ | +525.171 $ | +5,5 % | 9.545.833 $ | +442.623 $ | +4,9 % | 9.103.210 $ | -233.101 $ | -2,5 % | 9.336.311 $ | +689.277 $ | +8,0 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.021.753 $ | |||||||||||
| S.A. Mason LLC | 9.955.543 $ | +591.966 $ | +6,3 % | 9.363.577 $ | +4.016.305 $ | +75,1 % | 5.347.272 $ | +2.644.768 $ | +97,9 % | 2.702.504 $ | ||
| Beacon Bank & Trust | 8.029.786 $ | -1.711.575 $ | -17,6 % | 9.741.361 $ | +211.142 $ | +2,2 % | 9.530.219 $ | +336.565 $ | +3,7 % | 9.193.654 $ | +793.709 $ | +9,4 % |
| HALL CAPITAL MANAGEMENT CO INC | 9.502.674 $ | -175.572 $ | -1,8 % | 9.678.246 $ | ||||||||
| Rooted Wealth Advisors, Inc. | 9.657.148 $ | +0 $ | +0,0 % | 9.657.148 $ | +1.848.999 $ | +23,7 % | 7.808.149 $ | +1.934.435 $ | +32,9 % | 5.873.714 $ | ||
| 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 % | |||
| TruNorth Capital Management, LLC | 8.931.166 $ | |||||||||||
| Sterling Manor Financial, LLC | 8.465.778 $ | +508.038 $ | +6,4 % | 7.957.740 $ | -343.002 $ | -4,1 % | 8.300.742 $ | +302.191 $ | +3,8 % | |||
| BUILDER INVESTMENT GROUP INC /ADV | 7.857.913 $ | -548.029 $ | -6,5 % | 8.405.942 $ | +6.056.904 $ | +257,8 % | 2.349.038 $ | |||||
| Geneos Wealth Management Inc. | 8.257.057 $ | +327.369 $ | +4,1 % | 7.929.688 $ | +1.061.950 $ | +15,5 % | 6.867.738 $ | +354.562 $ | +5,4 % | 6.513.176 $ | +415.007 $ | +6,8 % |
| Hughes Financial Services, LLC | 545.854 $ | -7.703.110 $ | -93,4 % | 8.248.964 $ | +601.566 $ | +7,9 % | 7.647.398 $ | +319.065 $ | +4,4 % | 7.328.333 $ | +128.629 $ | +1,8 % |
| Apella Capital, LLC | 8.041.648 $ | +1.552.608 $ | +23,9 % | 6.489.040 $ | -155.728 $ | -2,3 % | 6.644.768 $ | +1.519.120 $ | +29,6 % | 5.125.648 $ | ||
| MML INVESTORS SERVICES, LLC | 7.998.307 $ | +1.021.458 $ | +14,6 % | 6.976.849 $ | +3.076.088 $ | +78,9 % | 3.900.761 $ | +786.403 $ | +25,3 % | 3.114.358 $ | +1.224.337 $ | +64,8 % |
| Capital Advisors Wealth Management, LLC | 7.905.974 $ | +1.568.633 $ | +24,8 % | 6.337.341 $ | +647.509 $ | +11,4 % | 5.689.832 $ | +120.717 $ | +2,2 % | 5.569.115 $ | +268.354 $ | +5,1 % |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 7.838.456 $ | +220.208 $ | +2,9 % | 7.618.248 $ | +1.425.959 $ | +23,0 % | 6.192.289 $ | +734.982 $ | +13,5 % | 5.457.307 $ | +1.269.139 $ | +30,3 % |
| Pathstone Holdings, LLC | 7.827.120 $ | +5.079.515 $ | +184,9 % | 2.747.605 $ | -149.267 $ | -5,2 % | 2.896.872 $ | -2.434 $ | -0,1 % | 2.899.306 $ | -15.551 $ | -0,5 % |
| Capital Investment Services of America, Inc. | 4.886.616 $ | -504.089 $ | -9,4 % | 5.390.705 $ | -2.328.300 $ | -30,2 % | 7.719.005 $ | -43.357 $ | -0,6 % | 7.762.362 $ | -21.650 $ | -0,3 % |
| MAYPORT, LLC | 7.570.812 $ | +1.101.654 $ | +17,0 % | 6.469.158 $ | +197.883 $ | +3,2 % | 6.271.275 $ | +2.072.491 $ | +49,4 % | 4.198.784 $ | +1.093.239 $ | +35,2 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 7.135.000 $ | -426.000 $ | -5,6 % | 7.561.000 $ | +1.902.000 $ | +33,6 % | 5.659.000 $ | |||||
| ECLECTIC ASSOCIATES INC /ADV | 7.375.913 $ | +1.173.024 $ | +18,9 % | 6.202.889 $ | +1.029.929 $ | +19,9 % | 5.172.960 $ | +198.436 $ | +4,0 % | 4.974.524 $ | +997.095 $ | +25,1 % |
| Haverford Trust Co | 7.146.528 $ | +909.580 $ | +14,6 % | 6.236.948 $ | +656.144 $ | +11,8 % | 5.580.804 $ | +3.087.138 $ | +123,8 % | 2.493.666 $ | +492.369 $ | +24,6 % |
| ADVISORTRUST PARTNERS, LLC | 6.994.992 $ | +965.572 $ | +16,0 % | 6.029.420 $ | +5.546.361 $ | +1.148,2 % | 483.059 $ | |||||
| RW Investment Management LLC | 6.824.895 $ | +617.732 $ | +10,0 % | 6.207.163 $ | +1.324.427 $ | +27,1 % | 4.882.736 $ | |||||
| LINCOLN CAPITAL CORP | 6.137.469 $ | -492.307 $ | -7,4 % | 6.629.776 $ | +1.562.126 $ | +30,8 % | 5.067.650 $ | +118.591 $ | +2,4 % | 4.949.059 $ | -76.770 $ | -1,5 % |
| Waterway Wealth Management, LLC | 6.429.410 $ | |||||||||||
| GenTrust, LLC | 5.815.505 $ | -129.725 $ | -2,2 % | 5.945.230 $ | -180.036 $ | -2,9 % | 6.125.266 $ | +3.234.141 $ | +111,9 % | 2.891.125 $ | +629.396 $ | +27,8 % |
| Hanson & Doremus Investment Management | 6.082.000 $ | +5.672.000 $ | +1.383,4 % | 410.000 $ | +260.000 $ | +173,3 % | 150.000 $ | +0 $ | +0,0 % | 150.000 $ | +1.000 $ | +0,7 % |
| TITLEIST ASSET MANAGEMENT, LLC | 5.976.026 $ | +229.507 $ | +4,0 % | 5.746.519 $ | +80.426 $ | +1,4 % | 5.666.093 $ | +471.383 $ | +9,1 % | 5.194.710 $ | +657.537 $ | +14,5 % |
| Quantinno Capital Management LP | 5.969.805 $ | +2.525.875 $ | +73,3 % | 3.443.930 $ | +429.266 $ | +14,2 % | 3.014.664 $ | +1.396.016 $ | +86,2 % | 1.618.648 $ | +1.134.189 $ | +234,1 % |
| Firestone Capital Management | 4.734.153 $ | -439.840 $ | -8,5 % | 5.173.993 $ | -756.263 $ | -12,8 % | 5.930.256 $ | +374.871 $ | +6,7 % | 5.555.385 $ | +702.716 $ | +14,5 % |
| SMITH, MOORE & CO. | 5.923.742 $ | +316.771 $ | +5,6 % | 5.606.971 $ | +405.052 $ | +7,8 % | 5.201.919 $ | +626.150 $ | +13,7 % | 4.575.769 $ | +1.452.418 $ | +46,5 % |
| Wealthspire Advisors, LLC | 5.845.263 $ | +5.818.509 $ | +21.748,2 % | |||||||||
| Betterment LLC | 5.845.000 $ | +839.000 $ | +16,8 % | 5.006.000 $ | +213.000 $ | +4,4 % | 4.793.000 $ | +49.000 $ | +1,0 % | |||
| TFB Advisors LLC | 5.818.301 $ | +564.762 $ | +10,8 % | 5.253.539 $ | +1.137.428 $ | +27,6 % | 4.116.111 $ | +749.459 $ | +22,3 % | 3.366.652 $ | +333.763 $ | +11,0 % |
| First Affirmative Financial Network | 5.792.186 $ | +1.044.186 $ | +22,0 % | 4.748.000 $ | +4.503.176 $ | +1.839,4 % | ||||||
| Financial Freedom, LLC | 5.421.077 $ | +158.699 $ | +3,0 % | 5.262.378 $ | +1.472.271 $ | +38,8 % | 3.790.107 $ | +267.117 $ | +7,6 % | 3.522.990 $ | +882.791 $ | +33,4 % |
| Stratos Wealth Advisors, LLC | 4.436.318 $ | -446.850 $ | -9,2 % | 4.883.168 $ | -511.805 $ | -9,5 % | 5.394.973 $ | +553.761 $ | +11,4 % | 4.841.212 $ | +100.525 $ | +2,1 % |
| 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 % | |||
| Slow Capital, Inc. | 5.295.313 $ | +4.842.254 $ | +1.068,8 % | 453.059 $ | ||||||||
| Merit Financial Group, LLC | 4.209.751 $ | -1.033.279 $ | -19,7 % | 5.243.030 $ | +8.820 $ | +0,2 % | 5.234.210 $ | +94.714 $ | +1,8 % | 5.139.496 $ | +1.460.841 $ | +39,7 % |
| WEDBUSH SECURITIES INC | 5.193.000 $ | +205.000 $ | +4,1 % | 4.988.000 $ | +2.200.000 $ | +78,9 % | 2.788.000 $ | +455.000 $ | +19,5 % | 2.333.000 $ | +300.000 $ | +14,8 % |
| STIFEL FINANCIAL CORP | 5.192.579 $ | +400.752 $ | +8,4 % | 4.791.827 $ | +1.224.576 $ | +34,3 % | 3.567.251 $ | -886.663 $ | -19,9 % | 4.453.914 $ | +1.565.301 $ | +54,2 % |
| Topsail Wealth Management, LLC | 407.600 $ | -4.781.144 $ | -92,1 % | 5.188.744 $ | +19.825 $ | +0,4 % | 5.168.919 $ | -22.082 $ | -0,4 % | 5.191.001 $ | -17.581 $ | -0,3 % |
| Conservest Capital Advisors, Inc. | 5.176.977 $ | |||||||||||
| JPMORGAN CHASE & CO | 5.163.863 $ | +3.604.995 $ | +231,3 % | 1.558.868 $ | +789.465 $ | +102,6 % | 769.403 $ | +337.178 $ | +78,0 % | 432.225 $ | -837.223 $ | -66,0 % |
| Global Retirement Partners, LLC | 5.160.376 $ | +3.497.976 $ | +210,4 % | 1.662.400 $ | +280.331 $ | +20,3 % | 1.382.069 $ | +325.374 $ | +30,8 % | |||
| Medallion Wealth Advisors, LLC | 5.059.410 $ | +145.129 $ | +3,0 % | 4.914.281 $ | +799.268 $ | +19,4 % | 4.115.013 $ | +84.897 $ | +2,1 % | 4.030.116 $ | +300.861 $ | +8,1 % |
| Legacy PCG, LLC | 5.000.131 $ | -152.789 $ | -3,0 % | |||||||||
| 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 % | |||
| Sculati Wealth Management, LLC | 4.837.464 $ | -56.680 $ | -1,2 % | 4.894.144 $ | +447.992 $ | +10,1 % | 4.446.152 $ | +166.105 $ | +3,9 % | 4.280.047 $ | +344.484 $ | +8,8 % |
| EP Wealth Advisors, LLC | 4.866.891 $ | -2.559 $ | -0,1 % | 4.869.450 $ | +351.754 $ | +7,8 % | 4.517.696 $ | +54.944 $ | +1,2 % | 4.462.752 $ | ||
| HighTower Advisors, LLC | 4.846.923 $ | +1.028.796 $ | +26,9 % | 3.818.127 $ | +3.340.163 $ | +698,8 % | 477.964 $ | -82.150 $ | -14,7 % | 560.114 $ | +341.281 $ | +156,0 % |
| Ashton Thomas Private Wealth, LLC | 4.167.996 $ | -257.798 $ | -5,8 % | 4.425.794 $ | -378.321 $ | -7,9 % | 4.804.115 $ | +86.047 $ | +1,8 % | 4.718.068 $ | +1.322.460 $ | +38,9 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4.766.551 $ | +185.558 $ | +4,1 % | 4.580.993 $ | +43.907 $ | +1,0 % | 4.537.086 $ | +68.252 $ | +1,5 % | 4.468.834 $ | -2.712.988 $ | -37,8 % |
| Lebenthal Global Advisors, LLC | 4.685.561 $ | +71.893 $ | +1,6 % | 4.613.668 $ | +413.661 $ | +9,8 % | 4.200.007 $ | +88.488 $ | +2,2 % | 4.111.519 $ | +416.607 $ | +11,3 % |
| 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 % | |||
| BlueChip Wealth Advisors LLC | 1.938.227 $ | -2.651.004 $ | -57,8 % | 4.589.231 $ | +534.378 $ | +13,2 % | 4.054.853 $ | +964.319 $ | +31,2 % | 3.090.534 $ | +394.790 $ | +14,6 % |
| IF Advisors, LLC | 1.965.414 $ | -2.535.316 $ | -56,3 % | 4.500.730 $ | +437.730 $ | +10,8 % | 4.063.000 $ | |||||
| Dakota Wealth Management | 3.606.690 $ | -625.941 $ | -14,8 % | 4.232.631 $ | -43.468 $ | -1,0 % | 4.276.099 $ | -201.227 $ | -4,5 % | 4.477.326 $ | +915.046 $ | +25,7 % |
| Harpswell Capital Advisors, LLC | 4.452.436 $ | |||||||||||
| BEACON FINANCIAL PLANNING, INC | 4.333.597 $ | -86.764 $ | -2,0 % | 4.420.361 $ | +228.155 $ | +5,4 % | 4.192.206 $ | +1.271.224 $ | +43,5 % | 2.920.982 $ | +70.949 $ | +2,5 % |
| Wedmont Private Capital | 4.374.938 $ | +3.454.586 $ | +375,4 % | 920.352 $ | +116.053 $ | +14,4 % | 804.299 $ | |||||
| Redhawk Wealth Advisors, Inc. | 1.371.180 $ | -1.835.792 $ | -57,2 % | 3.206.972 $ | -1.131.674 $ | -26,1 % | 4.338.646 $ | +2.493 $ | +0,1 % | 4.336.153 $ | +385.442 $ | +9,8 % |
| Professional Financial Advisors, LLC | 417.283 $ | +13.163 $ | +3,3 % | 404.120 $ | +50.026 $ | +14,1 % | 354.094 $ | -3.889.641 $ | -91,7 % | 4.243.735 $ | +52.748 $ | +1,3 % |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 4.152.440 $ | +553.756 $ | +15,4 % | 3.598.684 $ | +1.275.986 $ | +54,9 % | 2.322.698 $ | +399.769 $ | +20,8 % | 1.922.929 $ | +22.519 $ | +1,2 % |
| Physician Wealth Advisors, Inc. | 4.121.218 $ | +3.397.892 $ | +469,8 % | 723.326 $ | +58.513 $ | +8,8 % | 664.813 $ | +17.314 $ | +2,7 % | 647.499 $ | +14.339 $ | +2,3 % |
| Nuveen, LLC | 4.092.591 $ | |||||||||||
| 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 % | |||
| Cerity Partners LLC | 3.966.323 $ | -71.456 $ | -1,8 % | 4.037.779 $ | +426.877 $ | +11,8 % | 3.610.902 $ | +219.701 $ | +6,5 % | 3.391.201 $ | +1.669.378 $ | +97,0 % |
| TCI Wealth Advisors, Inc. | 2.817.777 $ | +269.323 $ | +10,6 % | 2.548.454 $ | -1.362.327 $ | -34,8 % | 3.910.781 $ | -116.567 $ | -2,9 % | 4.027.348 $ | +1.310 $ | +0,0 % |
| Archford Capital Strategies, LLC | 4.011.878 $ | +1.414.726 $ | +54,5 % | 2.597.152 $ | +783.043 $ | +43,2 % | 1.814.109 $ | |||||
| Passive Capital Management, LLC. | 3.972.012 $ | +2.078.713 $ | +109,8 % | 1.893.299 $ | -556.804 $ | -22,7 % | 2.450.103 $ | +556.804 $ | +29,4 % | 1.893.299 $ | +139.584 $ | +8,0 % |
| 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 % | |||
| Fortis Group Advisors, LLC | 2.898.006 $ | -1.017.805 $ | -26,0 % | 3.915.811 $ | +3.674.511 $ | +1.522,8 % | 241.300 $ | -831 $ | -0,3 % | 242.131 $ | +3.148 $ | +1,3 % |
| Cornerstone Planning, LLC | 2.713.002 $ | +27.265 $ | +1,0 % | 2.685.737 $ | +122.555 $ | +4,8 % | 2.563.182 $ | -1.331.854 $ | -34,2 % | 3.895.036 $ | ||
| Janney Montgomery Scott LLC | 3.893.000 $ | +222.000 $ | +6,0 % | 3.671.000 $ | +553.000 $ | +17,7 % | 3.118.000 $ | +222.000 $ | +7,7 % | 2.896.000 $ | +1.386.000 $ | +91,8 % |
| Privatperson | 3.879.023 $ | +784.711 $ | +25,4 % | 3.094.312 $ | +1.035.405 $ | +50,3 % | 2.058.907 $ | -580.926 $ | -22,0 % | 2.639.833 $ | +257.539 $ | +10,8 % |
| Diversified Portfolios, Inc. | 3.824.694 $ | +1.958.361 $ | +104,9 % | 1.866.333 $ | -139.273 $ | -6,9 % | 2.005.606 $ | -16.143 $ | -0,8 % | 2.021.749 $ | +28.402 $ | +1,4 % |
| Quadrature Capital Ltd | 3.804.284 $ | |||||||||||
| MY Wealth Management Inc. | 3.802.555 $ | +1.627.628 $ | +74,8 % | 2.174.927 $ | ||||||||
| Haven Private, LLC | 3.277.661 $ | -233.338 $ | -6,6 % | 3.510.999 $ | -276.997 $ | -7,3 % | 3.787.996 $ | +464.056 $ | +14,0 % | 3.323.940 $ | +69.475 $ | +2,1 % |
| Capital Analysts, LLC | 3.759.778 $ | +241.360 $ | +6,9 % | 3.518.418 $ | +601.411 $ | +20,6 % | 2.917.007 $ | +2.763.686 $ | +1.802,5 % | 153.321 $ | +54.311 $ | +54,9 % |
| Wilkins Miller Wealth Management, LLC | 3.315.359 $ | -377.312 $ | -10,2 % | 3.692.671 $ | +885.549 $ | +31,5 % | 2.807.122 $ | +162.920 $ | +6,2 % | 2.644.202 $ | +456.875 $ | +20,9 % |
| 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 % | |||
| Advisory Services Network, LLC | 3.434.720 $ | -228.312 $ | -6,2 % | 3.663.032 $ | +808.748 $ | +28,3 % | 2.854.284 $ | +2.313.047 $ | +427,4 % | 541.237 $ | -45.247 $ | -7,7 % |
| Capital Advisors, Ltd. LLC | 3.102.000 $ | -476.000 $ | -13,3 % | 3.578.000 $ | +287.000 $ | +8,7 % | 3.291.000 $ | -363.000 $ | -9,9 % | 3.654.000 $ | +298.000 $ | +8,9 % |
| Dorsey & Whitney Trust CO LLC | 3.650.665 $ | |||||||||||
| Compass Ion Advisors, LLC | 3.409.399 $ | -129.229 $ | -3,7 % | 3.538.628 $ | +1.495.094 $ | +73,2 % | 2.043.534 $ | +467.226 $ | +29,6 % | 1.576.308 $ | +195.881 $ | +14,2 % |
| Sterling Financial Planning, Inc. | 3.281.583 $ | -228.577 $ | -6,5 % | 3.510.160 $ | +174.962 $ | +5,2 % | 3.335.198 $ | +104.047 $ | +3,2 % | 3.231.151 $ | +158.720 $ | +5,2 % |
| Aspire Private Capital, LLC | 3.126.581 $ | -353.981 $ | -10,2 % | 3.480.562 $ | +544.629 $ | +18,6 % | 2.935.933 $ | +136.349 $ | +4,9 % | 2.799.584 $ | -2.203.750 $ | -44,0 % |
| SILVER OAK SECURITIES, INCORPORATED | 3.467.508 $ | +2.140.371 $ | +161,3 % | 1.327.137 $ | +426.119 $ | +47,3 % | 901.018 $ | +226.363 $ | +33,6 % | 674.655 $ | +98.297 $ | +17,1 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 3.429.000 $ | +619.000 $ | +22,0 % | 2.810.000 $ | +966.000 $ | +52,4 % | 1.844.000 $ | +355.000 $ | +23,8 % | 1.489.000 $ | +18.000 $ | +1,2 % |
| Partners in Financial Planning | 3.391.675 $ | -28.235 $ | -0,8 % | 3.419.910 $ | +422.017 $ | +14,1 % | 2.997.893 $ | +36.763 $ | +1,2 % | 2.961.130 $ | +87.602 $ | +3,0 % |
| GENESIS PRIVATE WEALTH, LLC | 3.343.526 $ | -71.229 $ | -2,1 % | 3.414.755 $ | +300.756 $ | +9,7 % | 3.113.999 $ | -15.527 $ | -0,5 % | 3.129.526 $ | +49.352 $ | +1,6 % |
| RHS Financial, LLC | 3.408.973 $ | +1.999.053 $ | +141,8 % | 1.409.920 $ | +425.659 $ | +43,2 % | 984.261 $ | +127.101 $ | +14,8 % | 857.160 $ | +183.256 $ | +27,2 % |
| Royal Fund Management, LLC | 3.333.275 $ | +226.026 $ | +7,3 % | 3.107.249 $ | +585.447 $ | +23,2 % | 2.521.802 $ | +153.555 $ | +6,5 % | 2.368.247 $ | +518.282 $ | +28,0 % |
| Vise Technologies, Inc. | 3.297.085 $ | +1.100.669 $ | +50,1 % | 2.196.416 $ | +1.095.158 $ | +99,4 % | 1.101.258 $ | +0 $ | +0,0 % | 1.101.258 $ | +785.890 $ | +249,2 % |
| Chris Bulman Inc | 3.244.734 $ | |||||||||||
| Concurrent Investment Advisors, LLC | 3.207.341 $ | +1.183.736 $ | +58,5 % | 2.023.605 $ | +675.728 $ | +50,1 % | 1.347.877 $ | +23.064 $ | +1,7 % | 1.324.813 $ | +98.494 $ | +8,0 % |
| 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 % | |||
| Elequin Capital, LP | 2.380.894 $ | -787.880 $ | -24,9 % | 3.168.774 $ | +2.775.744 $ | +706,2 % | 393.030 $ | -1.512.662 $ | -79,4 % | |||
| Callan Family Office, LLC | 1.731.909 $ | -1.403.129 $ | -44,8 % | 3.135.038 $ | ||||||||
| Walkner Condon Financial Advisors LLC | 2.625.347 $ | -496.179 $ | -15,9 % | 3.121.526 $ | +297.315 $ | +10,5 % | 2.824.211 $ | -170.373 $ | -5,7 % | 2.994.584 $ | +153.059 $ | +5,4 % |
| Apollon Wealth Management, LLC | 2.790.879 $ | -313.826 $ | -10,1 % | 3.104.705 $ | +819.526 $ | +35,9 % | 2.285.179 $ | +404.022 $ | +21,5 % | 1.881.157 $ | -214.036 $ | -10,2 % |
| Eaton-Cambridge Inc. | 3.074.160 $ | +503.495 $ | +19,6 % | 2.570.665 $ | +177.844 $ | +7,4 % | 2.392.821 $ | +350.803 $ | +17,2 % | 2.042.018 $ | +671.942 $ | +49,0 % |
| MGO ONE SEVEN LLC | 3.003.221 $ | +318.785 $ | +11,9 % | 2.684.436 $ | +424.876 $ | +18,8 % | 2.259.560 $ | |||||
| Atria Investments, Inc | 2.870.609 $ | -131.367 $ | -4,4 % | 3.001.976 $ | +287.486 $ | +10,6 % | 2.714.490 $ | +481.341 $ | +21,6 % | 2.233.149 $ | -439.284 $ | -16,4 % |
| Americana Partners, LLC | 2.918.560 $ | -80.216 $ | -2,7 % | 2.998.776 $ | ||||||||
| JANE STREET GROUP, LLC | 2.997.937 $ | +2.186.031 $ | +269,2 % | 811.906 $ | -520.884 $ | -39,1 % | 1.332.790 $ | -391.235 $ | -22,7 % | 1.724.025 $ | +753.261 $ | +77,6 % |
| Avior Wealth Management, LLC | 2.989.552 $ | +358.531 $ | +13,6 % | 2.631.021 $ | +570.799 $ | +27,7 % | 2.060.222 $ | +340.049 $ | +19,8 % | 1.720.173 $ | +707.038 $ | +69,8 % |
| Nova R Wealth, Inc. | 2.633.404 $ | -340.803 $ | -11,5 % | 2.974.207 $ | +601.638 $ | +25,4 % | 2.372.569 $ | +61.927 $ | +2,7 % | 2.310.642 $ | -45.336 $ | -1,9 % |
| PRESILIUM PRIVATE WEALTH, LLC | 2.958.887 $ | |||||||||||
| CAPTRUST FINANCIAL ADVISORS | 2.947.612 $ | |||||||||||
| Root Financial Partners, LLC | 2.937.057 $ | +706.243 $ | +31,7 % | 2.230.814 $ | +297.977 $ | +15,4 % | 1.932.837 $ | +432.849 $ | +28,9 % | 1.499.988 $ | +273.665 $ | +22,3 % |
| Savvy Advisors, Inc. | 1.476.253 $ | +76.575 $ | +5,5 % | 1.399.678 $ | -1.492.546 $ | -51,6 % | 2.892.224 $ | +1.866.168 $ | +181,9 % | 1.026.056 $ | -135.855 $ | -11,7 % |
| Sanctuary Advisors, LLC | 2.847.706 $ | +726.269 $ | +34,2 % | 2.121.437 $ | +264.882 $ | +14,3 % | 1.856.555 $ | +27.723 $ | +1,5 % | 1.828.832 $ | -170.637 $ | -8,5 % |
| Prospera Financial Services Inc | 2.819.528 $ | +2.485.938 $ | +745,2 % | 333.590 $ | +92.156 $ | +38,2 % | 241.434 $ | +4.868 $ | +2,1 % | 236.566 $ | ||
| Kathmere Capital Management, LLC | 2.744.372 $ | -69.248 $ | -2,5 % | 2.813.620 $ | +396.697 $ | +16,4 % | 2.416.923 $ | +18.048 $ | +0,8 % | 2.398.875 $ | +179.706 $ | +8,1 % |
| Signal Advisors Wealth, LLC | 2.772.340 $ | -30.995 $ | -1,1 % | 2.803.335 $ | +401.343 $ | +16,7 % | 2.401.992 $ | +1.294.126 $ | +116,8 % | 1.107.866 $ | +382.683 $ | +52,8 % |
| Keystone Financial Group | 2.787.588 $ | +228.756 $ | +8,9 % | 2.558.832 $ | +162.365 $ | +6,8 % | 2.396.467 $ | +71.601 $ | +3,1 % | 2.324.866 $ | +145.469 $ | +6,7 % |
| McIlrath & Eck, LLC | 2.776.782 $ | -79.464 $ | -2,8 % | |||||||||
| IEQ CAPITAL, LLC | 2.608.184 $ | -165.464 $ | -6,0 % | 2.773.648 $ | +785.760 $ | +39,5 % | 1.987.888 $ | +423.638 $ | +27,1 % | 1.564.250 $ | +134.817 $ | +9,4 % |
| HUB Investment Partners, LLC | 1.065.922 $ | -1.688.839 $ | -61,3 % | 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 % | ||||||
| Evanson Financial, LLC | 2.658.023 $ | -84.988 $ | -3,1 % | 2.743.011 $ | ||||||||
| AE Wealth Management LLC | 2.718.737 $ | +1.816.486 $ | +201,3 % | 902.251 $ | +76.830 $ | +9,3 % | 825.421 $ | +268.063 $ | +48,1 % | 557.358 $ | ||
| DAYMARK WEALTH PARTNERS, LLC | 1.535.204 $ | -1.182.867 $ | -43,5 % | 2.718.071 $ | +465.856 $ | +20,7 % | 2.252.215 $ | +295.985 $ | +15,1 % | 1.956.230 $ | +583.624 $ | +42,5 % |
| VICTORY FINANCIAL GROUP, LLC | 2.716.387 $ | +34.230 $ | +1,3 % | 2.682.157 $ | +301.290 $ | +12,7 % | 2.380.867 $ | +26.126 $ | +1,1 % | 2.354.741 $ | -683.381 $ | -22,5 % |
| Payne Capital LLC | 331.295 $ | -32.740 $ | -9,0 % | 364.035 $ | +76.467 $ | +26,6 % | 287.568 $ | -2.407.559 $ | -89,3 % | 2.695.127 $ | -622 $ | -0,0 % |
| Single Point Partners, LLC | 2.693.444 $ | +933.758 $ | +53,1 % | 1.759.686 $ | +186.291 $ | +11,8 % | 1.573.395 $ | +96.804 $ | +6,6 % | 1.476.591 $ | +67.305 $ | +4,8 % |
| Chicago Partners Investment Group LLC | 2.492.871 $ | -172.590 $ | -6,5 % | 2.665.461 $ | +324.513 $ | +13,9 % | 2.340.948 $ | +6.243 $ | +0,3 % | 2.334.705 $ | -237.031 $ | -9,2 % |
| Frankly Finances, LLC | 2.657.369 $ | +296.745 $ | +12,6 % | 2.360.624 $ | +196.127 $ | +9,1 % | 2.164.497 $ | +4.200 $ | +0,2 % | 2.160.297 $ | ||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.652.946 $ | +311.042 $ | +13,3 % | 2.341.904 $ | +658.025 $ | +39,1 % | 1.683.879 $ | +104.916 $ | +6,6 % | 1.578.963 $ | -4.539 $ | -0,3 % |
| D.A. DAVIDSON & CO. | 2.598.606 $ | -53.053 $ | -2,0 % | 2.651.659 $ | +313.810 $ | +13,4 % | 2.337.849 $ | +408.650 $ | +21,2 % | 1.929.199 $ | -13.020 $ | -0,7 % |
| CALTON & ASSOCIATES, INC. | 2.644.626 $ | +623.806 $ | +30,9 % | 2.020.820 $ | +893.425 $ | +79,2 % | 1.127.395 $ | +326.455 $ | +40,8 % | 800.940 $ | +489.885 $ | +157,5 % |
| Ausdal Financial Partners, Inc. | 2.642.874 $ | -1.713 $ | -0,1 % | 2.644.587 $ | ||||||||
| Independence Asset Advisors, LLC | 2.624.374 $ | +40.443 $ | +1,6 % | 2.583.931 $ | +113.723 $ | +4,6 % | 2.470.208 $ | +53.027 $ | +2,2 % | 2.417.181 $ | -340.656 $ | -12,4 % |
| ENTRUST FINANCIAL LLC | 2.577.700 $ | |||||||||||
| Arax Advisory Partners | 2.565.958 $ | +689.603 $ | +36,8 % | 1.876.355 $ | +199.778 $ | +11,9 % | 1.676.577 $ | +160.141 $ | +10,6 % | 1.516.436 $ | -24.019 $ | -1,6 % |
| HARBOUR INVESTMENTS, INC. | 2.532.018 $ | +155.896 $ | +6,6 % | 2.376.122 $ | +641.085 $ | +36,9 % | 1.735.037 $ | +331.061 $ | +23,6 % | 1.403.976 $ | +95.667 $ | +7,3 % |
| STEPHENS INC /AR/ | 2.520.216 $ | +521.876 $ | +26,1 % | 1.998.340 $ | +1.467.355 $ | +276,3 % | 530.985 $ | |||||
| M Holdings Securities, Inc. | 1.591.000 $ | -631.000 $ | -28,4 % | 2.222.000 $ | -297.000 $ | -11,8 % | 2.519.000 $ | |||||
| Silver Oak Advisory Group, Inc. | 2.337.197 $ | -174.803 $ | -7,0 % | 2.512.000 $ | +99.000 $ | +4,1 % | 2.413.000 $ | +185.000 $ | +8,3 % | 2.228.000 $ | -2.000 $ | -0,1 % |
| BROWN WEALTH MANAGEMENT, LLC | 2.323.369 $ | +35.683 $ | +1,6 % | 2.287.686 $ | -222.980 $ | -8,9 % | 2.510.666 $ | +142.932 $ | +6,0 % | 2.367.734 $ | +54.455 $ | +2,4 % |
| WealthCare Investment Partners, LLC | 2.510.305 $ | +637.593 $ | +34,0 % | 1.872.712 $ | +924.379 $ | +97,5 % | 948.333 $ | +555.930 $ | +141,7 % | 392.403 $ | +83.509 $ | +27,0 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.319.046 $ | -187.776 $ | -7,5 % | 2.506.822 $ | +520.316 $ | +26,2 % | 1.986.506 $ | +130.723 $ | +7,0 % | 1.855.783 $ | +162.130 $ | +9,6 % |
| SURIENCE PRIVATE WEALTH LLC | 2.169.496 $ | -109.270 $ | -4,8 % | 2.278.766 $ | -190.567 $ | -7,7 % | 2.469.333 $ | +2.128.854 $ | +625,3 % | 340.479 $ | ||
| Creative Planning | 2.444.078 $ | +1.103.868 $ | +82,4 % | 1.340.210 $ | -97.089 $ | -6,8 % | 1.437.299 $ | +520.366 $ | +56,8 % | 916.933 $ | +42.997 $ | +4,9 % |
| XML Financial, LLC | 2.416.785 $ | +1.984.597 $ | +459,2 % | 432.188 $ | +725 $ | +0,2 % | 431.463 $ | -129.159 $ | -23,0 % | 560.622 $ | +212.548 $ | +61,1 % |
| BIP Wealth, LLC | 2.411.535 $ | +1.887.797 $ | +360,4 % | 523.738 $ | +15.770 $ | +3,1 % | 507.968 $ | -78.421 $ | -13,4 % | 586.389 $ | ||
| RESOLUTE WEALTH ADVISOR, INC. | 2.374.464 $ | +174.725 $ | +7,9 % | 2.199.739 $ | +0 $ | +0,0 % | 2.199.739 $ | |||||
| Choate Investment Advisors | 2.370.922 $ | +103.010 $ | +4,5 % | 2.267.912 $ | +337.062 $ | +17,5 % | 1.930.850 $ | +121.305 $ | +6,7 % | 1.809.545 $ | +9.245 $ | +0,5 % |
| Coastline Trust Co | 2.293.116 $ | -67.103 $ | -2,8 % | 2.360.219 $ | +237.233 $ | +11,2 % | 2.122.986 $ | -83.970 $ | -3,8 % | 2.206.956 $ | +27.279 $ | +1,3 % |
| Onyx Bridge Wealth Group LLC | 2.335.814 $ | +130.518 $ | +5,9 % | 2.205.296 $ | +290.829 $ | +15,2 % | 1.914.467 $ | +56.083 $ | +3,0 % | 1.858.384 $ | +27.620 $ | +1,5 % |
| Modera Wealth Management, LLC | 2.334.308 $ | +1.670.091 $ | +251,4 % | 664.217 $ | +397.332 $ | +148,9 % | 266.885 $ | +7.491 $ | +2,9 % | 259.394 $ | -22.662 $ | -8,0 % |
| Aspect Partners, LLC | 2.288.182 $ | -39.996 $ | -1,7 % | 2.328.178 $ | +392.065 $ | +20,3 % | 1.936.113 $ | +107.954 $ | +5,9 % | 1.828.159 $ | +253.436 $ | +16,1 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.271.365 $ | +1.834.852 $ | +420,3 % | 436.513 $ | +71.753 $ | +19,7 % | 364.760 $ | -205.922 $ | -36,1 % | 570.682 $ | +56.341 $ | +11,0 % |
| Sovereign Financial Group, Inc. | 2.252.716 $ | +361.569 $ | +19,1 % | 1.891.147 $ | +99.892 $ | +5,6 % | 1.791.255 $ | +17.049 $ | +1,0 % | 1.774.206 $ | +57.263 $ | +3,3 % |
| PW Nova Financial Services LLC | 2.252.088 $ | |||||||||||
| Pillar Financial Advisors, LLC | 412.444 $ | -531.259 $ | -56,3 % | 943.703 $ | -1.296.751 $ | -57,9 % | 2.240.454 $ | +1.255.379 $ | +127,4 % | 985.075 $ | +116.572 $ | +13,4 % |
| OneDigital Investment Advisors LLC | 2.102.950 $ | -135.449 $ | -6,1 % | 2.238.399 $ | +182.313 $ | +8,9 % | 2.056.086 $ | +13.999 $ | +0,7 % | 2.042.087 $ | -46.413 $ | -2,2 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2.234.589 $ | +1.404 $ | +0,1 % | 2.233.185 $ | +130.678 $ | +6,2 % | 2.102.507 $ | +60.817 $ | +3,0 % | 2.041.690 $ | -172.772 $ | -7,8 % |
| Glass Jacobson Investment Advisors llc | 2.193.009 $ | +593.632 $ | +37,1 % | 1.599.377 $ | +103.276 $ | +6,9 % | 1.496.101 $ | +26.174 $ | +1,8 % | 1.469.927 $ | +28.630 $ | +2,0 % |
| HB Wealth Management, LLC | 2.057.925 $ | +208.949 $ | +11,3 % | 1.848.976 $ | -313.129 $ | -14,5 % | 2.162.105 $ | +95.962 $ | +4,6 % | 2.066.143 $ | +80.504 $ | +4,1 % |
| WINNACLE WEALTH LLC | 2.127.343 $ | -25.884 $ | -1,2 % | 2.153.227 $ | +510.081 $ | +31,0 % | 1.643.146 $ | |||||
| JACOBSON & SCHMITT ADVISORS, LLC | 2.016.171 $ | +0 $ | +0,0 % | 2.016.171 $ | -44.557 $ | -2,2 % | 2.060.728 $ | -48.680 $ | -2,3 % | 2.109.408 $ | +53.785 $ | +2,6 % |
| Laurel Wealth Advisors LLC | 2.104.387 $ | +251.548 $ | +13,6 % | 1.852.839 $ | +54.893 $ | +3,1 % | 1.797.946 $ | +326.908 $ | +22,2 % | 1.471.038 $ | -4.522 $ | -0,3 % |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 2.091.898 $ | +300.028 $ | +16,7 % | 1.791.870 $ | +423.547 $ | +31,0 % | 1.368.323 $ | +695.693 $ | +103,4 % | 672.630 $ | -115.352 $ | -14,6 % |
| Valued Retirements, Inc. | 1.871.755 $ | -153.055 $ | -7,6 % | 2.024.810 $ | +324.409 $ | +19,1 % | 1.700.401 $ | +106.017 $ | +6,6 % | 1.594.384 $ | +802.880 $ | +101,4 % |
| Compass Advisory Group LLC | 1.624.438 $ | -394.551 $ | -19,5 % | 2.018.989 $ | +215.161 $ | +11,9 % | 1.803.828 $ | +159.227 $ | +9,7 % | 1.644.601 $ | +337.558 $ | +25,8 % |
| Mann Financial Group, Inc. | 2.007.989 $ | |||||||||||
| GUYASUTA INVESTMENT ADVISORS INC | 2.005.053 $ | +1.026.023 $ | +104,8 % | 979.030 $ | ||||||||
| Tidal Investments LLC | 1.544.757 $ | -14.181 $ | -0,9 % | 1.558.938 $ | -443.450 $ | -22,1 % | 2.002.388 $ | -3.602.164 $ | -64,3 % | |||
| Integrity Investment Advisors, LLC | 1.476.117 $ | -80.282 $ | -5,2 % | 1.556.399 $ | -441.998 $ | -22,1 % | 1.998.397 $ | +598.150 $ | +42,7 % | 1.400.247 $ | +60.080 $ | +4,5 % |
| Allodium Investment Consultants, LLC | 1.465.393 $ | +11.797 $ | +0,8 % | 1.453.596 $ | -527.939 $ | -26,6 % | 1.981.535 $ | +47.953 $ | +2,5 % | 1.933.582 $ | +315.319 $ | +19,5 % |
| IAM Advisory, LLC | 1.977.823 $ | +377.508 $ | +23,6 % | 1.600.315 $ | +17.471 $ | +1,1 % | 1.582.844 $ | -21.862 $ | -1,4 % | |||
| PFG Advisors | 1.946.424 $ | +30.138 $ | +1,6 % | 1.916.286 $ | +549.828 $ | +40,2 % | 1.366.458 $ | +129.959 $ | +10,5 % | 1.236.499 $ | +139.177 $ | +12,7 % |
| Waverly Advisors, LLC | 1.934.522 $ | +129.720 $ | +7,2 % | 1.804.802 $ | +374.109 $ | +26,1 % | 1.430.693 $ | -7.979 $ | -0,6 % | |||
| OLD MISSION CAPITAL LLC | 1.886.598 $ | -457.511 $ | -19,5 % | |||||||||
| Orion Porfolio Solutions, LLC | 335.888 $ | -23.164 $ | -6,5 % | 359.052 $ | -240.731 $ | -40,1 % | 599.783 $ | -1.283.254 $ | -68,1 % | 1.883.037 $ | -174.853 $ | -8,5 % |
| Blom & Howell Financial Planning, Inc. | 1.318.734 $ | -557.122 $ | -29,7 % | 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 % | |||
| Compound Planning, Inc. | 1.872.611 $ | +1.452.884 $ | +346,1 % | 419.727 $ | +121.465 $ | +40,7 % | 298.262 $ | |||||
| CITADEL ADVISORS LLC | 719.477 $ | -1.149.401 $ | -61,5 % | 1.868.878 $ | -558.822 $ | -23,0 % | ||||||
| MB Generational Wealth, LLC | 1.832.382 $ | -29.696 $ | -1,6 % | 1.862.078 $ | +1.441.942 $ | +343,2 % | 420.136 $ | +103.019 $ | +32,5 % | 317.117 $ | +92.882 $ | +41,4 % |
| Essex Financial Services, Inc. | 1.839.025 $ | +251.614 $ | +15,9 % | 1.587.411 $ | +553.755 $ | +53,6 % | 1.033.656 $ | +9.894 $ | +1,0 % | 1.023.762 $ | +243.482 $ | +31,2 % |
| BLB&B Advisors, LLC | 1.646.258 $ | -162.690 $ | -9,0 % | 1.808.948 $ | +379.973 $ | +26,6 % | 1.428.975 $ | +42.412 $ | +3,1 % | 1.386.563 $ | -2.505 $ | -0,2 % |
| Nova Wealth Management, Inc. | 1.502.541 $ | -292.541 $ | -16,3 % | 1.795.082 $ | +249.199 $ | +16,1 % | 1.545.883 $ | +53.160 $ | +3,6 % | 1.492.723 $ | -146.968 $ | -9,0 % |
| GEN Financial Management, INC. | 1.787.926 $ | +335.995 $ | +23,1 % | 1.451.931 $ | +54.075 $ | +3,9 % | 1.397.856 $ | |||||
| BENJAMIN EDWARDS INC | 1.779.235 $ | +189.393 $ | +11,9 % | 1.589.842 $ | +887.392 $ | +126,3 % | 702.450 $ | |||||
| Wealthcare Advisory Partners LLC | 1.777.718 $ | +902.226 $ | +103,1 % | 875.492 $ | +162.562 $ | +22,8 % | 712.930 $ | -271.344 $ | -27,6 % | 984.274 $ | +38.712 $ | +4,1 % |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 1.777.154 $ | +106.176 $ | +6,4 % | 1.670.978 $ | +252.849 $ | +17,8 % | 1.418.129 $ | +166.884 $ | +13,3 % | 1.251.245 $ | ||
| Modern Wealth Management, LLC | 462.089 $ | -484.593 $ | -51,2 % | 946.682 $ | -827.580 $ | -46,6 % | 1.774.262 $ | +118.008 $ | +7,1 % | |||
| FIFTH THIRD BANCORP | 1.756.398 $ | -14.078 $ | -0,8 % | 1.770.476 $ | +267.097 $ | +17,8 % | 1.503.379 $ | |||||
| Whitegate Investment Counselors, Inc. | 1.111.222 $ | -137.930 $ | -11,0 % | 1.249.152 $ | -508.661 $ | -28,9 % | 1.757.813 $ | -7.561 $ | -0,4 % | 1.765.374 $ | -6.083 $ | -0,3 % |
| NWAM LLC | 1.760.699 $ | +1.190.355 $ | +208,7 % | 570.344 $ | +71.801 $ | +14,4 % | 498.543 $ | -76.189 $ | -13,3 % | 574.732 $ | -1.277.236 $ | -69,0 % |
| Seed Wealth Management, Inc. | 1.626.910 $ | -131.299 $ | -7,5 % | 1.758.209 $ | +267.717 $ | +18,0 % | 1.490.492 $ | +42.573 $ | +2,9 % | 1.447.919 $ | +42.079 $ | +3,0 % |
| Harbor Asset Planning, Inc. | 1.716.677 $ | +453.823 $ | +35,9 % | 1.262.854 $ | +445.916 $ | +54,6 % | 816.938 $ | +439.876 $ | +116,7 % | 377.062 $ | +17.806 $ | +5,0 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 1.700.498 $ | +130.797 $ | +8,3 % | 1.569.701 $ | -31.515 $ | -2,0 % | 1.601.216 $ | +92.370 $ | +6,1 % | 1.508.846 $ | +171.036 $ | +12,8 % |
| 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 % | |||
| McNaughton Wealth Management, LLC | 1.659.142 $ | +294.294 $ | +21,6 % | 1.364.848 $ | +863.598 $ | +172,3 % | 501.250 $ | +212.269 $ | +73,5 % | 288.981 $ | ||
| BANK OF MONTREAL /CAN/ | 1.649.710 $ | +38.237 $ | +2,4 % | 1.611.473 $ | +139.681 $ | +9,5 % | 1.471.792 $ | +88.749 $ | +6,4 % | 1.383.043 $ | +168.253 $ | +13,9 % |
| COMERICA BANK | 1.649.196 $ | -1.317 $ | -0,1 % | |||||||||
| COMMONS CAPITAL, LLC | 1.624.438 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 482.799 $ | -118.710 $ | -19,7 % | 601.509 $ | -39.405 $ | -6,1 % | 640.914 $ | -956.704 $ | -59,9 % | 1.597.618 $ | +269.014 $ | +20,2 % |
| Belpointe Asset Management LLC | 1.199.080 $ | +325.423 $ | +37,2 % | 873.657 $ | -700.986 $ | -44,5 % | 1.574.643 $ | +124.150 $ | +8,6 % | 1.450.493 $ | +763.058 $ | +111,0 % |
| CreativeOne Wealth, LLC | 1.569.641 $ | +147.751 $ | +10,4 % | 1.421.890 $ | +520.179 $ | +57,7 % | 901.711 $ | +419.761 $ | +87,1 % | 481.950 $ | ||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.564.784 $ | -339 $ | -0,0 % | 1.565.123 $ | +97.891 $ | +6,7 % | 1.467.232 $ | +48.716 $ | +3,4 % | 1.418.516 $ | +135.303 $ | +10,5 % |
| Smithfield Trust Co | 1.523.000 $ | |||||||||||
| Centric Wealth Management | 1.517.602 $ | +100.098 $ | +7,1 % | 1.417.504 $ | ||||||||
| Seven Bridges Advisors LLC | 1.377.902 $ | -123.420 $ | -8,2 % | 1.501.322 $ | ||||||||
| KING LUTHER CAPITAL MANAGEMENT CORP | 1.497.537 $ | +404.402 $ | +37,0 % | 1.093.135 $ | +1.834 $ | +0,2 % | 1.091.301 $ | -4.693 $ | -0,4 % | 1.095.994 $ | -3.777 $ | -0,3 % |
| Long Island Wealth Management, Inc. | 1.490.437 $ | +24.095 $ | +1,6 % | 1.466.342 $ | +307.412 $ | +26,5 % | 1.158.930 $ | +34.777 $ | +3,1 % | 1.124.153 $ | +125.341 $ | +12,5 % |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1.479.872 $ | +113.419 $ | +8,3 % | 1.366.453 $ | +126.925 $ | +10,2 % | 1.239.528 $ | +58.885 $ | +5,0 % | 1.180.643 $ | -23.518 $ | -2,0 % |
| Bluespring Wealth Management, LLC | 1.479.592 $ | +99.446 $ | +7,2 % | 1.380.146 $ | +751.156 $ | +119,4 % | 628.990 $ | +259.257 $ | +70,1 % | 369.733 $ | +49.790 $ | +15,6 % |
| 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 % | |||
| Wealth High Governance Asset Management Ltda. | 1.447.657 $ | |||||||||||
| Provenance Wealth Advisors, LLC | 1.446.005 $ | |||||||||||
| CARDIFF PARK ADVISORS, LLC | 1.265.531 $ | -34.783 $ | -2,7 % | 1.300.314 $ | -98.250 $ | -7,0 % | 1.398.564 $ | -35.131 $ | -2,5 % | 1.433.695 $ | -4.671 $ | -0,3 % |
| CoreFirst Bank & Trust | 1.311.973 $ | +122.828 $ | +10,3 % | 1.189.145 $ | -227.485 $ | -16,1 % | 1.416.630 $ | -155.556 $ | -9,9 % | |||
| WHITTIER TRUST CO | 1.402.638 $ | +29.468 $ | +2,1 % | 1.373.170 $ | +141.793 $ | +11,5 % | 1.231.377 $ | -1.332 $ | -0,1 % | 1.232.709 $ | +69.787 $ | +6,0 % |
| Visionary Wealth Advisors | 1.393.258 $ | +43.649 $ | +3,2 % | 1.349.609 $ | +98.588 $ | +7,9 % | 1.251.021 $ | -6.565 $ | -0,5 % | 1.257.586 $ | -11.485 $ | -0,9 % |
| Sound Portfolio Advisors, LLC | 1.381.583 $ | +77.521 $ | +5,9 % | 1.304.062 $ | +899.502 $ | +222,3 % | 404.560 $ | |||||
| Belvedere Trading LLC | 474.069 $ | -905.631 $ | -65,6 % | 1.379.700 $ | ||||||||
| Family Manage LLC | 1.372.709 $ | |||||||||||
| TD Waterhouse Canada Inc. | 473.414 $ | -488.433 $ | -50,8 % | 961.847 $ | +13.691 $ | +1,4 % | 948.156 $ | -408.904 $ | -30,1 % | 1.357.060 $ | +1.348.075 $ | +15.003,6 % |
| URS Advisory LLC | 844.474 $ | -494.188 $ | -36,9 % | 1.338.662 $ | +419.006 $ | +45,6 % | 919.656 $ | +159.882 $ | +21,0 % | 759.774 $ | ||
| CENTAURUS FINANCIAL, INC. | 569.000 $ | +23.000 $ | +4,2 % | 546.000 $ | -437.000 $ | -44,5 % | 983.000 $ | -351.000 $ | -26,3 % | 1.334.000 $ | +92.000 $ | +7,4 % |
| HRT FINANCIAL LP | 359.000 $ | -965.000 $ | -72,9 % | 1.324.000 $ | +415.000 $ | +45,7 % | 909.000 $ | |||||
| Tribridge Partners Financial LLC | 718.290 $ | -575.409 $ | -44,5 % | 1.293.699 $ | +136.161 $ | +11,8 % | 1.157.538 $ | +125.231 $ | +12,1 % | 1.032.307 $ | +234.941 $ | +29,5 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.288.969 $ | +357.671 $ | +38,4 % | 931.298 $ | +57.094 $ | +6,5 % | 874.204 $ | +109.738 $ | +14,4 % | |||
| COMPASS CAPITAL CORP /MA/ /ADV | 1.273.300 $ | +1.006.525 $ | +377,3 % | 266.775 $ | ||||||||
| Hara Capital LLC | 936.538 $ | -336.249 $ | -26,4 % | 1.272.787 $ | +248.270 $ | +24,2 % | 1.024.517 $ | +606.791 $ | +145,3 % | 417.726 $ | +276.794 $ | +196,4 % |
| IFP Advisors, Inc | 1.121.346 $ | -138.703 $ | -11,0 % | 1.260.049 $ | +1.096.427 $ | +670,1 % | 163.622 $ | +14.032 $ | +9,4 % | 149.590 $ | +2.114 $ | +1,4 % |
| SwitchPoint Financial Planning, LLC | 1.210.603 $ | -40.170 $ | -3,2 % | 1.250.773 $ | -8.218 $ | -0,7 % | 1.258.991 $ | +55.327 $ | +4,6 % | 1.203.664 $ | -14.442 $ | -1,2 % |
| BURNEY CO/ | 262.769 $ | -725.915 $ | -73,4 % | 988.684 $ | +81.762 $ | +9,0 % | 906.922 $ | -337.473 $ | -27,1 % | 1.244.395 $ | +106.402 $ | +9,3 % |
| Per Stirling Capital Management, LLC. | 864.901 $ | -358.113 $ | -29,3 % | 1.223.014 $ | +100.057 $ | +8,9 % | 1.122.957 $ | +197.812 $ | +21,4 % | 925.145 $ | +283.833 $ | +44,3 % |
| Odyssey Capital Advisors, Inc. | 880.237 $ | -334.563 $ | -27,5 % | 1.214.800 $ | +225.759 $ | +22,8 % | 989.041 $ | -82.407 $ | -7,7 % | 1.071.448 $ | ||
| Valeo Financial Advisors, LLC | 1.211.766 $ | |||||||||||
| Alhambra Investment Management LLC | 1.153.620 $ | -31.707 $ | -2,7 % | 1.185.327 $ | +93.015 $ | +8,5 % | 1.092.312 $ | -4.698 $ | -0,4 % | 1.097.010 $ | -3.780 $ | -0,3 % |
| FLOW TRADERS U.S. LLC | 594.000 $ | +98.000 $ | +19,8 % | 496.000 $ | -687.000 $ | -58,1 % | 1.183.000 $ | |||||
| GSG Advisors LLC | 1.144.014 $ | -38.781 $ | -3,3 % | 1.182.795 $ | +186.769 $ | +18,8 % | 996.026 $ | -5.435 $ | -0,5 % | 1.001.461 $ | +8.146 $ | +0,8 % |
| PRINCIPAL SECURITIES, INC. | 1.118.809 $ | -58.028 $ | -4,9 % | 1.176.837 $ | +447.605 $ | +61,4 % | 729.232 $ | +17.822 $ | +2,5 % | 711.410 $ | -138.631 $ | -16,3 % |
| BLAIR WILLIAM & CO/IL | 1.173.603 $ | +191.641 $ | +19,5 % | 981.962 $ | -84.565 $ | -7,9 % | 1.066.527 $ | -62.999 $ | -5,6 % | 1.129.526 $ | +215.511 $ | +23,6 % |
| Meridian Wealth Management, LLC | 202.620 $ | -965.951 $ | -82,7 % | 1.168.571 $ | +701.326 $ | +150,1 % | 467.245 $ | |||||
| Zhang Financial LLC | 774.962 $ | -386.159 $ | -33,3 % | 1.161.121 $ | +526.285 $ | +82,9 % | 634.836 $ | |||||
| Elser Financial Planning, Inc | 1.156.282 $ | +587.122 $ | +103,2 % | 569.160 $ | +170.498 $ | +42,8 % | 398.662 $ | -2.051 $ | -0,5 % | 400.713 $ | +185.541 $ | +86,2 % |
| Stonehearth Capital Management, LLC | 931.659 $ | -175.526 $ | -15,9 % | 1.107.185 $ | -43.829 $ | -3,8 % | 1.151.014 $ | +8.789 $ | +0,8 % | 1.142.225 $ | +23.892 $ | +2,1 % |
| Eldridge Investment Advisors, Inc. | 1.144.167 $ | +590.329 $ | +106,6 % | 553.838 $ | +89.719 $ | +19,3 % | 464.119 $ | +7.133 $ | +1,6 % | 456.986 $ | -504 $ | -0,1 % |
| Clark Asset Management, LLC | 1.134.401 $ | +10.661 $ | +0,9 % | 1.123.740 $ | +139.909 $ | +14,2 % | 983.831 $ | +28.535 $ | +3,0 % | 955.296 $ | +46.657 $ | +5,1 % |
| Elevation Capital Advisory, LLC | 1.063.362 $ | -55.970 $ | -5,0 % | 1.119.332 $ | ||||||||
| Ballast Rock Private Wealth LLC | 200.690 $ | -904.399 $ | -81,8 % | 1.105.089 $ | -4.743 $ | -0,4 % | 1.109.832 $ | -4.315 $ | -0,4 % | 1.114.147 $ | ||
| Allworth Financial LP | 1.112.737 $ | +0 $ | +0,0 % | 1.112.737 $ | +453.997 $ | +68,9 % | 658.740 $ | +210.681 $ | +47,0 % | 448.059 $ | +146.600 $ | +48,6 % |
| Compass Financial Group, INC/SD | 1.063.760 $ | +14.060 $ | +1,3 % | 1.049.700 $ | -25.970 $ | -2,4 % | 1.075.670 $ | -32.398 $ | -2,9 % | 1.108.068 $ | -73.584 $ | -6,2 % |
| Mutual Advisors, LLC | 1.008.185 $ | -77.396 $ | -7,1 % | 1.085.581 $ | ||||||||
| Stratos Wealth Partners, LTD. | 1.084.600 $ | +873.875 $ | +414,7 % | 210.725 $ | -416.343 $ | -66,4 % | 627.068 $ | |||||
| Rockingstone Advisors LLC | 1.083.461 $ | +16.695 $ | +1,6 % | 1.066.766 $ | +99.324 $ | +10,3 % | 967.442 $ | +12.488 $ | +1,3 % | 954.954 $ | +50.440 $ | +5,6 % |
| Planning Center, Inc. | 823.803 $ | -206.418 $ | -20,0 % | 1.030.221 $ | -48.336 $ | -4,5 % | 1.078.557 $ | -4.639 $ | -0,4 % | 1.083.196 $ | -3.732 $ | -0,3 % |
| United Advisor Group, LLC | 985.038 $ | -74.121 $ | -7,0 % | 1.059.159 $ | +202.173 $ | +23,6 % | 856.986 $ | +13.558 $ | +1,6 % | 843.428 $ | +2.431 $ | +0,3 % |
| TAGStone Capital, Inc. | 898.466 $ | -14.260 $ | -1,6 % | 912.726 $ | +41.526 $ | +4,8 % | 871.200 $ | -182.411 $ | -17,3 % | 1.053.611 $ | -81.661 $ | -7,2 % |
| NATIXIS ADVISORS, LLC | 1.052.000 $ | |||||||||||
| IFS Advisors, LLC | 1.045.527 $ | |||||||||||
| J.W. COLE ADVISORS, INC. | 1.039.751 $ | +220.416 $ | +26,9 % | 819.335 $ | +618.931 $ | +308,8 % | ||||||
| VSM Wealth Advisory, LLC | 1.033.653 $ | +302.539 $ | +41,4 % | 731.114 $ | +58.752 $ | +8,7 % | 672.362 $ | +43.955 $ | +7,0 % | |||
| Congress Park Capital LLC | 986.000 $ | -27.100 $ | -2,7 % | 1.013.100 $ | +203.980 $ | +25,2 % | 809.120 $ | +301.245 $ | +59,3 % | 507.875 $ | ||
| Baird Financial Group, Inc. | 996.747 $ | +181.625 $ | +22,3 % | 815.122 $ | +571.071 $ | +234,0 % | 244.051 $ | -153.006 $ | -38,5 % | 397.057 $ | ||
| SAGESPRING WEALTH PARTNERS, LLC | 993.249 $ | +50.202 $ | +5,3 % | 943.047 $ | +252.317 $ | +36,5 % | 690.730 $ | +27.741 $ | +4,2 % | 662.989 $ | -1.466.195 $ | -68,9 % |
| MARIPAU WEALTH MANAGEMENT LLC | 992.468 $ | +372.882 $ | +60,2 % | 619.586 $ | +131.843 $ | +27,0 % | 487.743 $ | +153.144 $ | +45,8 % | |||
| Ethos Financial Group, LLC | 986.317 $ | |||||||||||
| Clarendon Private LLC | 980.971 $ | |||||||||||
| Capital Group Private Client Services, Inc. | 915.402 $ | -35.798 $ | -3,8 % | 951.200 $ | ||||||||
| Rothschild Wealth LLC | 922.600 $ | -25.358 $ | -2,7 % | 947.958 $ | +1.591 $ | +0,2 % | 946.367 $ | -4.070 $ | -0,4 % | 950.437 $ | ||
| Thrive Wealth Management, LLC | 940.687 $ | +181.571 $ | +23,9 % | 759.116 $ | +77.331 $ | +11,3 % | 681.785 $ | -2.932 $ | -0,4 % | 684.717 $ | -2.359 $ | -0,3 % |
| Bridgewealth Advisory Group, LLC | 859.989 $ | -23.637 $ | -2,7 % | 883.626 $ | -40.288 $ | -4,4 % | 923.914 $ | -8.748 $ | -0,9 % | 932.662 $ | -64.368 $ | -6,5 % |
| Dynamic Advisor Solutions LLC | 932.304 $ | +132.968 $ | +16,6 % | 799.336 $ | +136.101 $ | +20,5 % | 663.235 $ | +50.474 $ | +8,2 % | 612.761 $ | +100.195 $ | +19,5 % |
| Redwood Family Wealth LLC | 839.932 $ | -83.005 $ | -9,0 % | 922.937 $ | +183.812 $ | +24,9 % | 739.125 $ | +7.402 $ | +1,0 % | 731.723 $ | ||
| CVA Family Office, LLC | 907.231 $ | -6.468 $ | -0,7 % | 913.699 $ | +536.348 $ | +142,1 % | 377.351 $ | +20.308 $ | +5,7 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 894.345 $ | +387.153 $ | +76,3 % | 507.192 $ | +293.344 $ | +137,2 % | 213.848 $ | |||||
| Three Arch Wealth Management LLC | 874.573 $ | -13.846 $ | -1,6 % | 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 $ | |||||
| PARSONS CAPITAL MANAGEMENT INC/RI | 861.311 $ | +519.404 $ | +151,9 % | 341.907 $ | ||||||||
| STONE LOFT WEALTH MANAGEMENT LLC | 814.044 $ | -16.398 $ | -2,0 % | 830.442 $ | -29.225 $ | -3,4 % | 859.667 $ | +458.037 $ | +114,0 % | 401.630 $ | ||
| Fortis Advisors, LLC | 859.487 $ | +38.662 $ | +4,7 % | |||||||||
| Gutierrez Wealth Advisory, LLC | 451.071 $ | -398.321 $ | -46,9 % | 849.392 $ | +6.085 $ | +0,7 % | 843.307 $ | -461 $ | -0,1 % | 843.768 $ | -733.396 $ | -46,5 % |
| Lighthouse Financial LLC | 848.946 $ | |||||||||||
| 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 % | |||
| Fortune Financial Advisors, LLC | 735.163 $ | -99.580 $ | -11,9 % | 834.743 $ | +68.320 $ | +8,9 % | 766.423 $ | +48.634 $ | +6,8 % | 717.789 $ | +268.452 $ | +59,7 % |
| VALEN PRIVATE CAPITAL, LLC | 829.498 $ | |||||||||||
| National Philanthropic Trust | 827.950 $ | +102.380 $ | +14,1 % | 725.570 $ | -20.309 $ | -2,7 % | 745.879 $ | |||||
| MELFA WEALTH MANAGEMENT, INC. | 815.421 $ | -12.163 $ | -1,5 % | 827.584 $ | +53.617 $ | +6,9 % | 773.967 $ | +16.808 $ | +2,2 % | 757.159 $ | +23.102 $ | +3,1 % |
| L2 Asset Management, LLC | 827.399 $ | |||||||||||
| PARTNERS WEALTH MANAGEMENT, LLC | 819.041 $ | +211.493 $ | +34,8 % | 607.548 $ | +126.929 $ | +26,4 % | 480.619 $ | +9.484 $ | +2,0 % | 471.135 $ | +6.991 $ | +1,5 % |
| Parkside Financial Bank & Trust | 815.121 $ | +5.749 $ | +0,7 % | 809.372 $ | +62.893 $ | +8,4 % | 746.479 $ | +8.791 $ | +1,2 % | 737.688 $ | +15.697 $ | +2,2 % |
| Breakwater Capital Group | 814.673 $ | +38.198 $ | +4,9 % | 776.475 $ | +37.350 $ | +5,1 % | 739.125 $ | +195.401 $ | +35,9 % | 543.724 $ | ||
| Essex Bank | 810.636 $ | +557.727 $ | +220,5 % | 252.909 $ | -871 $ | -0,3 % | ||||||
| HEADINVEST, LLC | 803.794 $ | +1.349 $ | +0,2 % | 802.445 $ | -3.451 $ | -0,4 % | 805.896 $ | -2.777 $ | -0,3 % | |||
| Willow Creek Wealth Management Inc. | 756.656 $ | -46.631 $ | -5,8 % | 803.287 $ | ||||||||
| Integrity Advisory Solutions, LLC | 780.222 $ | -21.444 $ | -2,7 % | 801.666 $ | +1.345 $ | +0,2 % | 800.321 $ | |||||
| Virtus Family Office LLC | 800.422 $ | +43.908 $ | +5,8 % | 756.514 $ | +291.358 $ | +62,6 % | 465.156 $ | +13.806 $ | +3,1 % | 451.350 $ | +105.137 $ | +30,4 % |
| J. R. Prunier Capital Management LLC | 795.702 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 794.267 $ | +72.713 $ | +10,1 % | 721.554 $ | +156.704 $ | +27,7 % | 564.850 $ | -4.288 $ | -0,8 % | 569.138 $ | +311.176 $ | +120,6 % |
| Delos Wealth Advisors, LLC | 256.619 $ | -537.533 $ | -67,7 % | 794.152 $ | ||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 717.237 $ | -69.608 $ | -8,8 % | 786.845 $ | +31.658 $ | +4,2 % | 755.187 $ | |||||
| Diversify Advisory Services, LLC | 717.237 $ | -69.608 $ | -8,8 % | 786.845 $ | +28.306 $ | +3,7 % | 758.539 $ | +44.343 $ | +6,2 % | |||
| Interchange Capital Partners, LLC | 786.423 $ | +12.119 $ | +1,6 % | 774.304 $ | +70.137 $ | +10,0 % | 704.167 $ | -20.169 $ | -2,8 % | 724.336 $ | -5.211 $ | -0,7 % |
| World Investment Advisors | 773.881 $ | -11.845 $ | -1,5 % | 785.726 $ | +307.811 $ | +64,4 % | 477.915 $ | +22.190 $ | +4,9 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 781.160 $ | |||||||||||
| Roan Capital Partners | 701.140 $ | -41.665 $ | -5,6 % | 742.805 $ | -32.130 $ | -4,1 % | 774.935 $ | |||||
| LAZARI CAPITAL MANAGEMENT, INC. | 700.206 $ | -69.170 $ | -9,0 % | 769.376 $ | +161.640 $ | +26,6 % | 607.736 $ | +18.056 $ | +3,1 % | 589.680 $ | -71.928 $ | -10,9 % |
| Kraft, Davis & Associates, LLC | 750.778 $ | +226.694 $ | +43,3 % | 524.084 $ | +26.778 $ | +5,4 % | 497.306 $ | -44.934 $ | -8,3 % | 542.240 $ | +12.023 $ | +2,3 % |
| R2 Capital Strategies, LLC | 747.388 $ | +123.825 $ | +19,9 % | 623.563 $ | ||||||||
| Avidian Wealth Enterprises, LLC | 742.474 $ | +36.445 $ | +5,2 % | 706.029 $ | +342.734 $ | +94,3 % | 363.295 $ | -103.126 $ | -22,1 % | 466.421 $ | -1.369 $ | -0,3 % |
| Arrowroot Family Office, LLC | 737.107 $ | +104.035 $ | +16,4 % | 633.072 $ | -2.183 $ | -0,3 % | 635.255 $ | +1.759 $ | +0,3 % | |||
| Tower Research Capital LLC (TRC) | 733.749 $ | +475.032 $ | +183,6 % | 258.717 $ | +138.833 $ | +115,8 % | ||||||
| WealthSpring Partners, LLC | 712.165 $ | -18.766 $ | -2,6 % | 730.931 $ | +2.038 $ | +0,3 % | 728.893 $ | |||||
| Rockbridge Investment Management, LCC | 698.680 $ | -16.772 $ | -2,3 % | 715.452 $ | +1.201 $ | +0,2 % | 714.251 $ | -3.072 $ | -0,4 % | 717.323 $ | +257.743 $ | +56,1 % |
| SCS Capital Management LLC | 663.127 $ | -48.608 $ | -6,8 % | 711.735 $ | +99.797 $ | +16,3 % | 611.938 $ | +250.705 $ | +69,4 % | 361.233 $ | -632.262 $ | -63,6 % |
| Manuka Financial, LLC | 667.412 $ | -43.582 $ | -6,1 % | 710.994 $ | +89.286 $ | +14,4 % | 621.708 $ | -1.048 $ | -0,2 % | 622.756 $ | ||
| RCS Financial Planning, LLC | 656.272 $ | -18.037 $ | -2,7 % | 674.309 $ | +1.131 $ | +0,2 % | 673.178 $ | -36.821 $ | -5,2 % | 709.999 $ | -2.447 $ | -0,3 % |
| CWM, LLC | 706.175 $ | -2.825 $ | -0,4 % | 709.000 $ | +672.000 $ | +1.816,2 % | ||||||
| EnRich Financial Partners LLC | 672.945 $ | -18.597 $ | -2,7 % | 691.542 $ | +958 $ | +0,1 % | 690.584 $ | -8.388 $ | -1,2 % | 698.972 $ | -4.752 $ | -0,7 % |
| 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 % | ||||||
| Parallel Advisors, LLC | 584.531 $ | -105.980 $ | -15,3 % | 690.511 $ | +62.519 $ | +10,0 % | 627.992 $ | +18.033 $ | +3,0 % | 609.959 $ | -29.517 $ | -4,6 % |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 671.466 $ | -18.455 $ | -2,7 % | 689.921 $ | ||||||||
| Westmount Partners, LLC | 687.449 $ | |||||||||||
| Donalies Financial Planning, LLC | 685.033 $ | +133.995 $ | +24,3 % | 551.038 $ | +172.179 $ | +45,4 % | 378.859 $ | |||||
| Greenline Wealth Management LLC | 684.524 $ | +315.550 $ | +85,5 % | 368.974 $ | ||||||||
| Integrity Wealth Solutions LLC | 639.551 $ | -40.380 $ | -5,9 % | 679.931 $ | +23.877 $ | +3,6 % | 656.054 $ | +256 $ | +0,0 % | |||
| Arbor Investment Advisors, LLC | 484.718 $ | -188.386 $ | -28,0 % | 673.104 $ | +1.130 $ | +0,2 % | 671.974 $ | -2.890 $ | -0,4 % | 674.864 $ | ||
| Cornerstone Financial Management LLC | 583.909 $ | -16.049 $ | -2,7 % | 599.958 $ | +23.763 $ | +4,1 % | 576.195 $ | -88.613 $ | -13,3 % | 664.808 $ | ||
| Directional Asset Management | 402.191 $ | -25.594 $ | -6,0 % | 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 % | |||
| BridgePort Financial Solutions, LLC | 653.664 $ | -7.121 $ | -1,1 % | 660.785 $ | +24.382 $ | +3,8 % | ||||||
| PACIFIC SUN FINANCIAL CORP | 646.795 $ | +41.890 $ | +6,9 % | 604.905 $ | +127.081 $ | +26,6 % | 477.824 $ | +68.700 $ | +16,8 % | 409.124 $ | +21.887 $ | +5,7 % |
| Arkadios Wealth Advisors | 632.009 $ | +166.262 $ | +35,7 % | 465.747 $ | +35.622 $ | +8,3 % | 430.125 $ | +19.728 $ | +4,8 % | |||
| Coquina Private Wealth LLC | 587.600 $ | -31.139 $ | -5,0 % | 618.739 $ | +108.518 $ | +21,3 % | 510.221 $ | +14.791 $ | +3,0 % | 495.430 $ | ||
| Ameritas Advisory Services, LLC | 310.596 $ | -307.431 $ | -49,7 % | 618.027 $ | +364.103 $ | +143,4 % | 253.924 $ | +5.801 $ | +2,3 % | 248.123 $ | -9.902 $ | -3,8 % |
| Hurlow Wealth Management Group, Inc. | 615.067 $ | +8.929 $ | +1,5 % | 606.138 $ | +110.957 $ | +22,4 % | 495.181 $ | +115.189 $ | +30,3 % | 379.992 $ | +73.300 $ | +23,9 % |
| Robertson Stephens Wealth Management, LLC | 394.390 $ | -208.894 $ | -34,6 % | 603.284 $ | +276.011 $ | +84,3 % | 327.273 $ | +38.546 $ | +13,4 % | 288.727 $ | -21.041 $ | -6,8 % |
| CoreCap Advisors, LLC | 592.066 $ | -6.473 $ | -1,1 % | 598.539 $ | +72.920 $ | +13,9 % | 525.619 $ | +37.957 $ | +7,8 % | 487.662 $ | +868 $ | +0,2 % |
| Apollon Financial, LLC | 595.196 $ | +9.172 $ | +1,6 % | 586.024 $ | +25.792 $ | +4,6 % | 560.232 $ | +1.597 $ | +0,3 % | 558.635 $ | -4.020 $ | -0,7 % |
| Diversified Trust Co | 591.600 $ | +244.209 $ | +70,3 % | 347.391 $ | ||||||||
| Symmetry Partners, LLC | 589.332 $ | +9.332 $ | +1,6 % | 580.000 $ | +115.464 $ | +24,9 % | 464.536 $ | +54.173 $ | +13,2 % | 410.363 $ | ||
| Summit Financial, LLC | 587.910 $ | +12.781 $ | +2,2 % | 575.129 $ | +206.720 $ | +56,1 % | 368.409 $ | +80 $ | +0,0 % | 368.329 $ | ||
| Soltis Investment Advisors LLC | 371.778 $ | -214.536 $ | -36,6 % | 586.314 $ | -149.723 $ | -20,3 % | ||||||
| UPTICK PARTNERS, LLC | 545.308 $ | -39.563 $ | -6,8 % | 584.871 $ | +233.211 $ | +66,3 % | 351.660 $ | |||||
| Sigma Planning Corp | 578.126 $ | +347.935 $ | +151,2 % | 230.191 $ | ||||||||
| First Heartland Consultants, Inc. | 556.203 $ | +48.944 $ | +9,6 % | 507.259 $ | -69.441 $ | -12,0 % | 576.700 $ | +11.029 $ | +1,9 % | 565.671 $ | +16.703 $ | +3,0 % |
| Security Financial Services, INC. | 546.841 $ | -14.396 $ | -2,6 % | 561.237 $ | +55.658 $ | +11,0 % | 505.579 $ | -59.359 $ | -10,5 % | 564.938 $ | +10.062 $ | +1,8 % |
| FLAGSHIP WEALTH ADVISORS, LLC | 510.908 $ | -50.490 $ | -9,0 % | 561.398 $ | +173.228 $ | +44,6 % | 388.170 $ | -42.143 $ | -9,8 % | 430.313 $ | -777 $ | -0,2 % |
| Destiny Wealth Partners, LLC | 554.680 $ | +87.553 $ | +18,7 % | 467.127 $ | -28.413 $ | -5,7 % | 495.540 $ | +23.619 $ | +5,0 % | |||
| Schiavi & Co LLC | 539.145 $ | -14.818 $ | -2,7 % | 553.963 $ | ||||||||
| Crews Bank & Trust | 552.140 $ | +927 $ | +0,2 % | 551.213 $ | -2.371 $ | -0,4 % | 553.584 $ | -12.100 $ | -2,1 % | |||
| DAVIDSON TRUST CO | 503.641 $ | -49.772 $ | -9,0 % | 553.413 $ | +116.245 $ | +26,6 % | 437.168 $ | +12.975 $ | +3,1 % | 424.193 $ | -766 $ | -0,2 % |
| Stone Summit Wealth LLC | 413.455 $ | -121.057 $ | -22,6 % | 534.512 $ | -12.554 $ | -2,3 % | 547.066 $ | +3.538 $ | +0,7 % | 543.528 $ | +151.932 $ | +38,8 % |
| Capital Square, LLC | 544.170 $ | +72.191 $ | +15,3 % | 471.979 $ | +69.236 $ | +17,2 % | 402.743 $ | |||||
| Montis Financial, LLC | 523.960 $ | -14.401 $ | -2,7 % | 538.361 $ | +903 $ | +0,2 % | 537.458 $ | +23.184 $ | +4,5 % | 514.274 $ | +60.096 $ | +13,2 % |
| Rehmann Capital Advisory Group | 525.775 $ | -10.928 $ | -2,0 % | 536.703 $ | +4.441 $ | +0,8 % | 532.262 $ | +116 $ | +0,0 % | 532.146 $ | ||
| VestGen Advisors, LLC | 520.028 $ | -14.055 $ | -2,6 % | 534.083 $ | +1.712 $ | +0,3 % | 532.371 $ | |||||
| L.K. Benson & Company, P.C. | 513.347 $ | -11.695 $ | -2,2 % | 525.042 $ | +3.312 $ | +0,6 % | 521.730 $ | -594 $ | -0,1 % | 522.324 $ | +6.670 $ | +1,3 % |
| Quantum Financial Planning Services, Inc. | 500.789 $ | -13.764 $ | -2,7 % | 514.553 $ | +863 $ | +0,2 % | 513.690 $ | -2.209 $ | -0,4 % | 515.899 $ | -1.778 $ | -0,3 % |
| ASPIRIANT, LLC | 508.677 $ | |||||||||||
| Piscataqua Savings Bank | 493.000 $ | -13.550 $ | -2,7 % | 506.550 $ | +850 $ | +0,2 % | 505.700 $ | -2.150 $ | -0,4 % | 507.850 $ | +100.170 $ | +24,6 % |
| Pasadena Private Wealth, LLC | 507.790 $ | +238.103 $ | +88,3 % | 269.687 $ | ||||||||
| AdvisorNet Financial, Inc | 434.677 $ | -69.850 $ | -13,8 % | 504.527 $ | +120.649 $ | +31,4 % | 383.878 $ | +52.596 $ | +15,9 % | 331.282 $ | -165.426 $ | -33,3 % |
| COMPOSITION WEALTH, LLC | 487.676 $ | -13.403 $ | -2,7 % | 501.079 $ | ||||||||
| PARK AVENUE SECURITIES LLC | 442.000 $ | -32.000 $ | -6,8 % | 474.000 $ | +7.000 $ | +1,5 % | 467.000 $ | -34.000 $ | -6,8 % | 501.000 $ | +44.000 $ | +9,6 % |
| Capital Investment Advisory Services, LLC | 497.429 $ | |||||||||||
| Perigon Wealth Management, LLC | 471.773 $ | -21.744 $ | -4,4 % | 493.517 $ | +264.684 $ | +115,7 % | 228.833 $ | |||||
| Riverview Trust Co | 483.205 $ | +63.776 $ | +15,2 % | 419.429 $ | +12.449 $ | +3,1 % | 406.980 $ | -735 $ | -0,2 % | |||
| Rudd Co d/b/a Styre Wealth | 482.424 $ | |||||||||||
| Oxbow Advisors, LLC | 372.821 $ | -99.199 $ | -21,0 % | 472.020 $ | -2.031 $ | -0,4 % | 474.051 $ | -71.961 $ | -13,2 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 244.141 $ | -24.386 $ | -9,1 % | 268.527 $ | -203.726 $ | -43,1 % | 472.253 $ | +201.642 $ | +74,5 % | |||
| Aptus Capital Advisors, LLC | 466.060 $ | +86.141 $ | +22,7 % | 379.919 $ | -14.162 $ | -3,6 % | 394.081 $ | +112.975 $ | +40,2 % | 281.106 $ | +16.414 $ | +6,2 % |
| Sunbelt Securities, Inc. | 456.174 $ | +6.303 $ | +1,4 % | 449.871 $ | +17.501 $ | +4,0 % | ||||||
| STUDIO INVESTMENT MANAGEMENT LLC | 455.558 $ | +79.674 $ | +21,2 % | 375.884 $ | +74.883 $ | +24,9 % | 301.001 $ | +26.987 $ | +9,8 % | 274.014 $ | +43.320 $ | +18,8 % |
| TECTONIC ADVISORS LLC | 446.928 $ | -7.479 $ | -1,6 % | |||||||||
| BURLING WEALTH PARTNERS, LLC | 443.700 $ | +201.065 $ | +82,9 % | 242.635 $ | -84.335 $ | -25,8 % | 326.970 $ | -13.358 $ | -3,9 % | |||
| Burk Holdings LLC | 440.249 $ | +59.222 $ | +15,5 % | 381.027 $ | +57.076 $ | +17,6 % | 323.951 $ | |||||
| Brand Asset Management Group, Inc. | 440.091 $ | |||||||||||
| SigFig Wealth Management, LLC | 417.078 $ | -20.394 $ | -4,7 % | 437.472 $ | +44.948 $ | +11,5 % | 392.524 $ | +51.540 $ | +15,1 % | 340.984 $ | +13.987 $ | +4,3 % |
| Orcam Financial Group | 397.009 $ | -39.234 $ | -9,0 % | 436.243 $ | +92.310 $ | +26,8 % | 343.933 $ | +10.591 $ | +3,2 % | 333.342 $ | -5 $ | -0,0 % |
| Steward Partners Investment Advisory, LLC | 435.391 $ | +294.472 $ | +209,0 % | 140.919 $ | +70.177 $ | +99,2 % | 70.742 $ | +2.268 $ | +3,3 % | |||
| Leonard Rickey Investment Advisors P.L.L.C. | 238.844 $ | +3.582 $ | +1,5 % | 235.262 $ | -196.150 $ | -45,5 % | 431.412 $ | +4.628 $ | +1,1 % | 426.784 $ | -4.944 $ | -1,1 % |
| Private Advisory Group LLC | 414.690 $ | |||||||||||
| ORSER CAPITAL MANAGEMENT, LLC | 414.436 $ | |||||||||||
| Lake Hills Wealth Management, LLC | 362.059 $ | -50.475 $ | -12,2 % | 412.534 $ | ||||||||
| Benson Investment Management Company, Inc. | 411.322 $ | +17.598 $ | +4,5 % | |||||||||
| CIBC WORLD MARKET INC. | 406.863 $ | +6.102 $ | +1,5 % | 400.761 $ | +37.314 $ | +10,3 % | 363.447 $ | |||||
| FIRST INTERSTATE BANK | 403.274 $ | |||||||||||
| Midwestern Financial, LLC /IA | 398.493 $ | +93.918 $ | +30,8 % | 304.575 $ | +2.521 $ | +0,8 % | 302.054 $ | +65 $ | +0,0 % | 301.989 $ | +1.750 $ | +0,6 % |
| Capstone Financial Advisors, Inc. | 396.570 $ | |||||||||||
| Dana Investment Advisors, Inc. | 396.237 $ | |||||||||||
| Greenspring Advisors, LLC | 393.119 $ | |||||||||||
| Life Planning Partners, Inc | 393.118 $ | +190.498 $ | +94,0 % | 202.620 $ | +340 $ | +0,2 % | 202.280 $ | -870 $ | -0,4 % | 203.150 $ | -62.161 $ | -23,4 % |
| PDS Planning, Inc | 390.949 $ | +147.788 $ | +60,8 % | 243.161 $ | +2.012 $ | +0,8 % | 241.149 $ | +53 $ | +0,0 % | 241.096 $ | +13.875 $ | +6,1 % |
| Foster Group, Inc. | 352.922 $ | -33.045 $ | -8,6 % | 385.967 $ | +80.773 $ | +26,5 % | 305.194 $ | +11.208 $ | +3,8 % | 293.986 $ | -21.707 $ | -6,9 % |
| Smart Money Group LLC | 385.335 $ | +6.569 $ | +1,7 % | 378.766 $ | +40.784 $ | +12,1 % | 337.982 $ | +5.699 $ | +1,7 % | 332.283 $ | +14.464 $ | +4,6 % |
| Clark Wealth Partners | 265.218 $ | -32.947 $ | -11,0 % | 298.165 $ | +27.152 $ | +10,0 % | 271.013 $ | -112.826 $ | -29,4 % | 383.839 $ | +0 $ | +0,0 % |
| Portfolio Resources Advisor Group, Inc. | 382.002 $ | -797 $ | -0,2 % | 382.799 $ | ||||||||
| Financial Plan, Inc. | 382.749 $ | +101.276 $ | +36,0 % | 281.473 $ | +50.390 $ | +21,8 % | 231.083 $ | |||||
| Cassia Capital Partners, LLC | 371.836 $ | -6.172 $ | -1,6 % | 378.008 $ | +51.110 $ | +15,6 % | 326.898 $ | +2.844 $ | +0,9 % | 324.054 $ | +9.104 $ | +2,9 % |
| Integrated Advisors Network LLC | 324.000 $ | -51.253 $ | -13,7 % | 375.253 $ | ||||||||
| Bryn Mawr Trust Advisors, LLC | 362.651 $ | -9.967 $ | -2,7 % | 372.618 $ | +625 $ | +0,2 % | 371.993 $ | +18.207 $ | +5,1 % | 353.786 $ | -1.219 $ | -0,3 % |
| TCFG Investment Advisors, LLC | 360.482 $ | -9.907 $ | -2,7 % | 370.389 $ | +71.419 $ | +23,9 % | 298.970 $ | |||||
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 369.257 $ | |||||||||||
| Level Financial Advisors | 364.129 $ | +131.926 $ | +56,8 % | 232.203 $ | +390 $ | +0,2 % | 231.813 $ | -997 $ | -0,4 % | 232.810 $ | -802 $ | -0,3 % |
| Independent Advisor Alliance | 363.449 $ | +157.140 $ | +76,2 % | 206.309 $ | ||||||||
| Krane Financial Solutions LLC | 361.952 $ | |||||||||||
| RFG Advisory, LLC | 360.482 $ | |||||||||||
| Magnolia Private Wealth, LLC | 326.927 $ | -32.322 $ | -9,0 % | 359.249 $ | +95.967 $ | +36,5 % | 263.282 $ | -22.821 $ | -8,0 % | |||
| FMR LLC | 358.684 $ | +70.059 $ | +24,3 % | 288.625 $ | +239.830 $ | +491,5 % | 48.795 $ | +48.748 $ | +103.719,1 % | 47 $ | +1 $ | +2,2 % |
| ETF Portfolio Partners, Inc. | 352.979 $ | -1.518 $ | -0,4 % | 354.497 $ | -154.109 $ | -30,3 % | ||||||
| Worth Asset Management, LLC | 335.702 $ | -18.579 $ | -5,2 % | 354.281 $ | ||||||||
| BNB Wealth Management, LLC | 319.942 $ | -32.865 $ | -9,3 % | 352.807 $ | ||||||||
| Acumen Wealth Advisors, LLC | 224.118 $ | -126.415 $ | -36,1 % | 350.533 $ | ||||||||
| VANGUARD ADVISERS INC | 350.090 $ | +102.772 $ | +41,6 % | 247.318 $ | +46.282 $ | +23,0 % | 201.036 $ | |||||
| TWO SIGMA SECURITIES, LLC | 348.276 $ | |||||||||||
| First Citizens Financial Corp | 291.685 $ | +2.516 $ | +0,9 % | 289.169 $ | -56.183 $ | -16,3 % | 345.352 $ | +9.693 $ | +2,9 % | 335.659 $ | +13.495 $ | +4,2 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 343.883 $ | |||||||||||
| Pinnacle Financial Group, LLC / IL | 341.190 $ | +17.815 $ | +5,5 % | 323.375 $ | +89.220 $ | +38,1 % | 234.155 $ | |||||
| WHITTIER TRUST CO OF NEVADA INC | 308.292 $ | -32.482 $ | -9,5 % | 340.774 $ | ||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 340.580 $ | +42.114 $ | +14,1 % | 298.466 $ | -8.354 $ | -2,7 % | 306.820 $ | +5.176 $ | +1,7 % | |||
| MCF Advisors LLC | 338.494 $ | +79.140 $ | +30,5 % | 259.354 $ | +2.964 $ | +1,2 % | 256.390 $ | -1.103 $ | -0,4 % | 257.493 $ | ||
| NewEdge Wealth, LLC | 337.302 $ | |||||||||||
| Trellis Wealth Advisors LLC | 294.226 $ | -8.087 $ | -2,7 % | 302.313 $ | +507 $ | +0,2 % | 301.806 $ | -31.262 $ | -9,4 % | 333.068 $ | -1.148 $ | -0,3 % |
| North Star Investment Management Corp. | 316.680 $ | -13.883 $ | -4,2 % | 330.563 $ | +17.630 $ | +5,6 % | 312.933 $ | +903 $ | +0,3 % | 312.030 $ | ||
| F/m Investments LLC | 330.113 $ | |||||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 318.586 $ | -9.908 $ | -3,0 % | 328.494 $ | +97.185 $ | +42,0 % | 231.309 $ | +1.399 $ | +0,6 % | 229.910 $ | +139.417 $ | +154,1 % |
| Garner Asset Management Corp | 324.192 $ | +544 $ | +0,2 % | 323.648 $ | -1.392 $ | -0,4 % | 325.040 $ | |||||
| Regal Investment Advisors LLC | 322.157 $ | +10.818 $ | +3,5 % | 311.339 $ | +13.703 $ | +4,6 % | 297.636 $ | |||||
| BRIGHTON JONES LLC | 300.533 $ | -20.836 $ | -6,5 % | 321.369 $ | +17.226 $ | +5,7 % | 304.143 $ | |||||
| Avant Capital LLC | 277.957 $ | -41.864 $ | -13,1 % | 319.821 $ | +67.533 $ | +26,8 % | 252.288 $ | +7.689 $ | +3,1 % | 244.599 $ | -129 $ | -0,1 % |
| COWA, LLC | 222.302 $ | -95.602 $ | -30,1 % | 317.904 $ | +1.989 $ | +0,6 % | 315.915 $ | -26.447 $ | -7,7 % | |||
| Elm3 Financial Group, LLC | 287.195 $ | -28.324 $ | -9,0 % | 315.519 $ | +4.560 $ | +1,5 % | 310.959 $ | +6.545 $ | +2,2 % | 304.414 $ | +34.182 $ | +12,6 % |
| Werba Rubin Papier Wealth Management | 311.938 $ | +4.971 $ | +1,6 % | 306.967 $ | +28.863 $ | +10,4 % | 278.104 $ | +71.528 $ | +34,6 % | 206.576 $ | ||
| Ritter Daniher Financial Advisory LLC / DE | 311.332 $ | +61.810 $ | +24,8 % | 249.522 $ | -709 $ | -0,3 % | 250.231 $ | -794 $ | -0,3 % | |||
| Rockefeller Capital Management L.P. | 9.111 $ | -301.971 $ | -97,1 % | 311.082 $ | +304.814 $ | +4.863,0 % | 6.268 $ | -4.694 $ | -42,8 % | 10.962 $ | +4.627 $ | +73,0 % |
| FIDUCIARY ADVISORS, INC. | 18.960 $ | -395 $ | -2,0 % | 19.355 $ | -291.635 $ | -93,8 % | 310.990 $ | +20.572 $ | +7,1 % | 290.418 $ | ||
| Stillwater Private Wealth, LLC | 309.000 $ | |||||||||||
| MEMBERS WEALTH LLC | 308.061 $ | |||||||||||
| Heartwood Wealth Advisors LLC | 293.828 $ | -8.076 $ | -2,7 % | 301.904 $ | +507 $ | +0,2 % | 301.397 $ | |||||
| TCFG WEALTH MANAGEMENT, LLC | 298.970 $ | -1.286 $ | -0,4 % | 300.256 $ | -8.169 $ | -2,6 % | ||||||
| Cherry Tree Wealth Management, LLC | 299.719 $ | +2.586 $ | +0,9 % | 297.133 $ | +24.356 $ | +8,9 % | 272.777 $ | +7.655 $ | +2,9 % | 265.122 $ | -23.859 $ | -8,3 % |
| HUNTINGTON NATIONAL BANK | 272.484 $ | -26.928 $ | -9,0 % | 299.412 $ | +62.892 $ | +26,6 % | 236.520 $ | +216.814 $ | +1.100,2 % | 19.706 $ | +19.131 $ | +3.327,1 % |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 297.216 $ | +4.458 $ | +1,5 % | 292.758 $ | +23.354 $ | +8,7 % | 269.404 $ | -10.146 $ | -3,6 % | 279.550 $ | +10.349 $ | +3,8 % |
| Clear Creek Financial Management, LLC | 265.371 $ | -30.626 $ | -10,3 % | 295.997 $ | +62.610 $ | +26,8 % | 233.387 $ | +7.174 $ | +3,2 % | 226.213 $ | -23 $ | -0,0 % |
| IFG Advisory, LLC | 292.416 $ | +25.203 $ | +9,4 % | 267.213 $ | ||||||||
| Tidemark, LLC | 287.081 $ | -1.008 $ | -0,3 % | 288.089 $ | +183.617 $ | +175,8 % | 104.472 $ | -1.626 $ | -1,5 % | 106.098 $ | +2.549 $ | +2,5 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 200.158 $ | -25.358 $ | -11,2 % | 225.516 $ | -54.743 $ | -19,5 % | 280.259 $ | |||||
| Stokes Family Office, LLC | 274.589 $ | +9.051 $ | +3,4 % | |||||||||
| KEYBANK NATIONAL ASSOCIATION/OH | 225.708 $ | -48.753 $ | -17,8 % | 274.461 $ | +57.651 $ | +26,6 % | 216.810 $ | +6.435 $ | +3,1 % | 210.375 $ | ||
| Simplicity Wealth,LLC | 273.656 $ | |||||||||||
| Exit Wealth Advisors, LLC. | 270.544 $ | +5.245 $ | +2,0 % | 265.299 $ | +25.845 $ | +10,8 % | 239.454 $ | +4.455 $ | +1,9 % | 234.999 $ | -21.314 $ | -8,3 % |
| Willis Johnson Wealth, Inc. | 268.830 $ | -1.156 $ | -0,4 % | 269.986 $ | -931 $ | -0,3 % | ||||||
| Mason Investment Advisory Services, Inc. | 269.968 $ | +64.085 $ | +31,1 % | 205.883 $ | +5.723 $ | +2,9 % | 200.160 $ | +43 $ | +0,0 % | 200.117 $ | ||
| Hilltop Holdings Inc. | 267.303 $ | -248 $ | -0,1 % | |||||||||
| Investor's Fiduciary Advisor Network, LLC | 263.000 $ | |||||||||||
| Valmark Advisers, Inc. | 262.966 $ | +30.460 $ | +13,1 % | 232.506 $ | +390 $ | +0,2 % | 232.116 $ | |||||
| MOTIVE WEALTH ADVISORS | 241.707 $ | -20.717 $ | -7,9 % | 262.424 $ | +24.434 $ | +10,3 % | 237.990 $ | -19.869 $ | -7,7 % | 257.859 $ | -22.729 $ | -8,1 % |
| City State Bank | 261.659 $ | +39.819 $ | +17,9 % | 221.840 $ | +94.012 $ | +73,5 % | 127.828 $ | +80.455 $ | +169,8 % | |||
| Signature Equity Partners, LLC | 260.559 $ | +174.490 $ | +202,7 % | 86.069 $ | -152.990 $ | -64,0 % | 239.059 $ | +148.505 $ | +164,0 % | 90.554 $ | ||
| Daviman Financial, LLC | 226.214 $ | -3.556 $ | -1,5 % | 229.770 $ | +21.394 $ | +10,3 % | 208.376 $ | -52.138 $ | -20,0 % | 260.514 $ | ||
| McCartney Wealth Management LLC | 236.887 $ | -23.111 $ | -8,9 % | 259.998 $ | +54.955 $ | +26,8 % | 205.043 $ | |||||
| Empirical Finance, LLC | 241.830 $ | -17.660 $ | -6,8 % | 259.490 $ | +54.506 $ | +26,6 % | 204.984 $ | |||||
| ELEVATUS WELATH MANAGEMENT | 259.268 $ | +11.843 $ | +4,8 % | 247.425 $ | ||||||||
| BOS Asset Management, LLC | 250.897 $ | -3.315 $ | -1,3 % | 254.212 $ | +1.969 $ | +0,8 % | 252.243 $ | +50.109 $ | +24,8 % | 202.134 $ | -697 $ | -0,3 % |
| Proactive Wealth Strategies LLC | 231.124 $ | -22.500 $ | -8,9 % | 253.624 $ | ||||||||
| 180 WEALTH ADVISORS, LLC | 246.500 $ | -6.775 $ | -2,7 % | 253.275 $ | +425 $ | +0,2 % | 252.850 $ | |||||
| Argent Trust Co | 246.500 $ | -6.775 $ | -2,7 % | 253.275 $ | +425 $ | +0,2 % | 252.850 $ | |||||
| Private Wealth Partners, LLC | 228.887 $ | -22.619 $ | -9,0 % | 251.506 $ | ||||||||
| Core Wealth Advisors, Inc. | 250.641 $ | +50.485 $ | +25,2 % | 200.156 $ | -861 $ | -0,4 % | 201.017 $ | -693 $ | -0,3 % | |||
| MassMutual Private Wealth & Trust, FSB | 250.586 $ | -65.382 $ | -20,7 % | |||||||||
| Verum Partners LLC | 250.478 $ | +1.974 $ | +0,8 % | 248.504 $ | ||||||||
| MONEY CONCEPTS CAPITAL CORP | 250.183 $ | |||||||||||
| MAI Capital Management | 249.209 $ | +218.968 $ | +724,1 % | 30.241 $ | -130 $ | -0,4 % | 30.371 $ | -105 $ | -0,3 % | |||
| Lodestone Wealth Management LLC | 241.570 $ | -6.640 $ | -2,7 % | 248.210 $ | +417 $ | +0,2 % | 247.793 $ | -1.066 $ | -0,4 % | 248.859 $ | -857 $ | -0,3 % |
| Amicus Financial Advisors, LLC | 240.485 $ | -6.610 $ | -2,7 % | 247.095 $ | +415 $ | +0,2 % | 246.680 $ | |||||
| Noble Wealth Partners LLC | 247.007 $ | |||||||||||
| Fulcrum Equity Management | 244.520 $ | |||||||||||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 243.780 $ | -26.321 $ | -9,7 % | |||||||||
| Blackston Financial Advisory Group, LLC | 238.758 $ | -4.503 $ | -1,9 % | 243.261 $ | +31.079 $ | +14,6 % | 212.182 $ | -9.888 $ | -4,5 % | 222.070 $ | +3.938 $ | +1,8 % |
| Western Wealth Management, LLC | 242.254 $ | +3.924 $ | +1,6 % | 238.330 $ | +10.711 $ | +4,7 % | 227.619 $ | +5.134 $ | +2,3 % | 222.485 $ | ||
| Retirement Planning Group, LLC | 234.372 $ | -6.442 $ | -2,7 % | 240.814 $ | +404 $ | +0,2 % | 240.410 $ | -1.034 $ | -0,4 % | 241.444 $ | -832 $ | -0,3 % |
| LRI Investments, LLC | 240.684 $ | +39.497 $ | +19,6 % | 201.187 $ | +21.415 $ | +11,9 % | 179.772 $ | +7.032 $ | +4,1 % | |||
| Chevy Chase Trust Holdings, LLC | 238.668 $ | |||||||||||
| CGN Advisors LLC | 230.561 $ | -8.047 $ | -3,4 % | 238.608 $ | +3.051 $ | +1,3 % | ||||||
| Washington Trust Advisors, Inc. | 232.962 $ | -4.843 $ | -2,0 % | 237.805 $ | +13.472 $ | +6,0 % | 224.333 $ | -194 $ | -0,1 % | 224.527 $ | +802 $ | +0,4 % |
| Qube Research & Technologies Ltd | 237.321 $ | |||||||||||
| Wealth Enhancement Trust Services, Inc. | 194.242 $ | -5.339 $ | -2,7 % | 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 % | |||
| FIDUCIARY TRUST CO | 235.546 $ | |||||||||||
| DRIVE WEALTH MANAGEMENT, LLC | 230.085 $ | |||||||||||
| Cadence Bank | 229.500 $ | -414 $ | -0,2 % | |||||||||
| BOSTON FAMILY OFFICE LLC | 222.000 $ | -6.000 $ | -2,6 % | 228.000 $ | +0 $ | +0,0 % | 228.000 $ | -1.000 $ | -0,4 % | 229.000 $ | +0 $ | +0,0 % |
| Cornerstone Wealth Group, LLC | 221.751 $ | -6.095 $ | -2,7 % | 227.846 $ | -180 $ | -0,1 % | 228.026 $ | -416 $ | -0,2 % | 228.442 $ | -787 $ | -0,3 % |
| Sequent Planning LLC | 227.036 $ | |||||||||||
| Cassilly Financial Group LLC | 226.386 $ | |||||||||||
| Triumph Capital Management | 226.133 $ | +53.878 $ | +31,3 % | 172.255 $ | +51.324 $ | +42,4 % | 120.931 $ | +101.281 $ | +515,4 % | 19.650 $ | ||
| KANE INVESTMENT MANAGEMENT, INC. | 225.946 $ | +11.110 $ | +5,2 % | 214.836 $ | ||||||||
| SCOTIA CAPITAL INC. | 224.345 $ | |||||||||||
| B. Riley Wealth Advisors, Inc. | 208.803 $ | -15.392 $ | -6,9 % | 224.195 $ | +1.014 $ | +0,5 % | 223.181 $ | -906 $ | -0,4 % | 224.087 $ | ||
| Optivise Advisory Services LLC | 223.852 $ | |||||||||||
| Quotient Wealth Partners, LLC | 220.525 $ | -1 $ | -0,0 % | 220.526 $ | +20.106 $ | +10,0 % | 200.420 $ | -5.610 $ | -2,7 % | 206.030 $ | +1.817 $ | +0,9 % |
| SeaCrest Wealth Management, LLC | 217.249 $ | -1.546 $ | -0,7 % | 218.795 $ | ||||||||
| CIBC Bancorp USA Inc. | 216.575 $ | |||||||||||
| May Hill Capital, LLC | 216.115 $ | +2.580 $ | +1,2 % | 213.535 $ | ||||||||
| LAM GROUP, INC. | 202.678 $ | -11.803 $ | -5,5 % | 214.481 $ | +19.970 $ | +10,3 % | 194.511 $ | -58.018 $ | -23,0 % | |||
| Apeiron RIA LLC | 206.364 $ | -7.863 $ | -3,7 % | 214.227 $ | -53.025 $ | -19,8 % | ||||||
| Indivisible Partners | 214.130 $ | |||||||||||
| Brookwood Investment Group LLC | 211.966 $ | |||||||||||
| Meredith Wealth Planning | 210.721 $ | |||||||||||
| JFS WEALTH ADVISORS, LLC | 204.035 $ | -5.213 $ | -2,5 % | 209.248 $ | +735 $ | +0,4 % | 208.513 $ | -675 $ | -0,3 % | 209.188 $ | -854 $ | -0,4 % |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 209.214 $ | |||||||||||
| Wingate Wealth Advisors, Inc. | 207.320 $ | |||||||||||
| Portland Financial Advisors Inc | 204.342 $ | +343 $ | +0,2 % | 203.999 $ | -878 $ | -0,4 % | 204.877 $ | |||||
| CHOREO, LLC | 200.591 $ | |||||||||||
| Strategic Investment Solutions, Inc. /IL | 106.828 $ | -42.281 $ | -28,4 % | 149.109 $ | -48.445 $ | -24,5 % | 197.554 $ | +175.564 $ | +798,4 % | 21.990 $ | ||
| 3 FACTOR INDEXING, LLC | 184.185 $ | -5.063 $ | -2,7 % | 189.248 $ | +318 $ | +0,2 % | 188.930 $ | |||||
| Caldwell Trust Co | 185.361 $ | +7.315 $ | +4,1 % | |||||||||
| Graney & King, LLC | 153.816 $ | -23.948 $ | -13,5 % | 177.764 $ | +18.974 $ | +11,9 % | 158.790 $ | -683 $ | -0,4 % | 159.473 $ | +119.009 $ | +294,1 % |
| TFC Financial Management, Inc. | 174.762 $ | +1.508 $ | +0,9 % | 173.254 $ | +21.435 $ | +14,1 % | 151.819 $ | +4.261 $ | +2,9 % | 147.558 $ | +6.313 $ | +4,5 % |
| Westside Investment Management, Inc. | 172.550 $ | +20.585 $ | +13,5 % | 151.965 $ | +50.825 $ | +50,3 % | 101.140 $ | |||||
| ROTHSCHILD INVESTMENT LLC | 123.250 $ | -3.388 $ | -2,7 % | 126.638 $ | +213 $ | +0,2 % | 126.425 $ | -41.783 $ | -24,8 % | 168.208 $ | +40.802 $ | +32,0 % |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 167.565 $ | |||||||||||
| MBM WEALTH CONSULTANTS, LLC | 157.979 $ | |||||||||||
| MANNING & NAPIER ADVISORS LLC | 156.396 $ | +15.981 $ | +11,4 % | 140.415 $ | +13.074 $ | +10,3 % | 127.341 $ | +1.731 $ | +1,4 % | 125.610 $ | +4.957 $ | +4,1 % |
| Center for Financial Planning, Inc. | 153.260 $ | -1 $ | -0,0 % | 153.261 $ | +18.951 $ | +14,1 % | 134.310 $ | -3.759 $ | -2,7 % | 138.069 $ | +2.329 $ | +1,7 % |
| ATLAS CAPITAL ADVISORS INC. | 113.473 $ | -34.943 $ | -23,5 % | 148.416 $ | +15.846 $ | +12,0 % | 132.570 $ | +2.170 $ | +1,7 % | 130.400 $ | ||
| BFC Planning, Inc. | 145.585 $ | +46.421 $ | +46,8 % | 99.164 $ | -18.696 $ | -15,9 % | 117.860 $ | +16.962 $ | +16,8 % | 100.898 $ | +622 $ | +0,6 % |
| AMERICAN NATIONAL BANK & TRUST | 145.435 $ | +16.983 $ | +13,2 % | 128.452 $ | +41.175 $ | +47,2 % | 87.277 $ | +21.152 $ | +32,0 % | 66.125 $ | +35.547 $ | +116,3 % |
| Strategic Wealth Partners, Ltd. | 134.410 $ | -7.173 $ | -5,1 % | 141.583 $ | +19.634 $ | +16,1 % | 121.949 $ | +3.534 $ | +3,0 % | 118.415 $ | +2.064 $ | +1,8 % |
| CIBC Private Wealth Group LLC | 131.844 $ | -455 $ | -0,3 % | |||||||||
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 62.533 $ | -63.067 $ | -50,2 % | 125.600 $ | +7.741 $ | +6,6 % | 117.859 $ | +16.961 $ | +16,8 % | 100.898 $ | +622 $ | +0,6 % |
| SJS Investment Consulting Inc. | 123.945 $ | |||||||||||
| SALEM INVESTMENT COUNSELORS INC | 121.937 $ | +16.285 $ | +15,4 % | 105.652 $ | -12.199 $ | -10,4 % | ||||||
| Rossby Financial, LCC | 109.846 $ | +30.824 $ | +39,0 % | 79.022 $ | +2.925 $ | +3,8 % | 76.097 $ | +34.451 $ | +82,7 % | 41.646 $ | +8.895 $ | +27,2 % |
| ARMSTRONG ADVISORY GROUP, INC | 109.394 $ | +80.127 $ | +273,8 % | 29.267 $ | +1.288 $ | +4,6 % | 27.979 $ | +601 $ | +2,2 % | 27.378 $ | -197 $ | -0,7 % |
| Jacobi Capital Management LLC | 106.094 $ | |||||||||||
| Privatperson | 102.319 $ | -185 $ | -0,2 % | |||||||||
| Principia Wealth Advisory, LLC | 95.582 $ | -329 $ | -0,3 % | |||||||||
| High Note Wealth, LLC | 94.017 $ | +2.791 $ | +3,1 % | 91.226 $ | ||||||||
| Atlatl Advisers LLC | 89.862 $ | |||||||||||
| Bogart Wealth, LLC | 89.255 $ | +770 $ | +0,9 % | 88.485 $ | +10.947 $ | +14,1 % | 77.538 $ | +2.177 $ | +2,9 % | 75.361 $ | +3.224 $ | +4,5 % |
| Birchwood Financial Partners, Inc. | 86.275 $ | +5.227 $ | +6,4 % | 81.048 $ | +45.649 $ | +129,0 % | 35.399 $ | -152 $ | -0,4 % | 35.551 $ | ||
| Pacific Center for Financial Services | 83.770 $ | +1.470 $ | +1,8 % | 82.300 $ | +7.869 $ | +10,6 % | 74.431 $ | +4.351 $ | +6,2 % | 70.080 $ | +0 $ | +0,0 % |
| FIRST COMMUNITY TRUST NA | 76.631 $ | +9.476 $ | +14,1 % | 67.155 $ | -1.880 $ | -2,7 % | 69.035 $ | +1.165 $ | +1,7 % | |||
| BlackRock, Inc. | 76.224 $ | +323 $ | +0,4 % | 75.901 $ | +75.623 $ | +27.202,5 % | 278 $ | +0 $ | +0,0 % | 278 $ | ||
| PRIVATE TRUST CO NA | 76.157 $ | +801 $ | +1,1 % | 75.356 $ | +8.641 $ | +13,0 % | 66.715 $ | +1.581 $ | +2,4 % | 65.134 $ | +2.721 $ | +4,4 % |
| Basepoint Wealth LLC | 76.120 $ | |||||||||||
| NFSG Corp | 73.161 $ | |||||||||||
| Financial Management Professionals, Inc. | 69.020 $ | -1.897 $ | -2,7 % | 70.917 $ | +119 $ | +0,2 % | 70.798 $ | -305 $ | -0,4 % | 71.103 $ | -245 $ | -0,3 % |
| Monetary Solutions, Ltd | 70.392 $ | |||||||||||
| JNBA Financial Advisors | 68.447 $ | +818 $ | +1,2 % | 67.629 $ | -502 $ | -0,7 % | 68.131 $ | +352 $ | +0,5 % | 67.779 $ | +2.287 $ | +3,5 % |
| AMERIFLEX GROUP, INC. | 59.719 $ | -5.902 $ | -9,0 % | 65.621 $ | +59.967 $ | +1.060,6 % | 5.654 $ | |||||
| C M BIDWELL & ASSOCIATES LTD | 60.279 $ | +8.394 $ | +16,2 % | 51.885 $ | +6.887 $ | +15,3 % | 44.998 $ | -155 $ | -0,3 % | |||
| Horizon Investments, LLC | 38.507 $ | +3.553 $ | +10,2 % | 34.954 $ | -24.153 $ | -40,9 % | 59.107 $ | +38.857 $ | +191,9 % | 20.250 $ | ||
| Planning Strategies Inc. | 54.033 $ | -1.485 $ | -2,7 % | 55.518 $ | ||||||||
| Vermillion Wealth Management, Inc. | 55.025 $ | +456 $ | +0,8 % | 54.569 $ | +11 $ | +0,0 % | 54.558 $ | -164.013 $ | -75,0 % | |||
| EASTERN BANK | 50.655 $ | +85 $ | +0,2 % | 50.570 $ | -3.272 $ | -6,1 % | 53.842 $ | -4.008 $ | -6,9 % | |||
| INVESTMENT COUNSEL CO OF NEVADA | 50.912 $ | |||||||||||
| Gould Capital, LLC | 49.300 $ | -1.355 $ | -2,7 % | 50.655 $ | +85 $ | +0,2 % | 50.570 $ | -218 $ | -0,4 % | 50.788 $ | ||
| Ascentis Independent Advisors | 50.581 $ | |||||||||||
| Benson Wealth Management INC | 48.945 $ | |||||||||||
| ASHTON THOMAS SECURITIES, LLC | 48.610 $ | |||||||||||
| True Wealth Design, LLC | 47.016 $ | +705 $ | +1,5 % | 46.311 $ | +4.312 $ | +10,3 % | 41.999 $ | +571 $ | +1,4 % | 41.428 $ | -1.298 $ | -3,0 % |
| US BANCORP \DE\ | 44.401 $ | +552 $ | +1,3 % | 43.849 $ | +20.292 $ | +86,1 % | 23.557 $ | +320 $ | +1,4 % | 23.237 $ | -247.786 $ | -91,4 % |
| Spire Wealth Management | 41.236 $ | +30.701 $ | +291,4 % | 10.535 $ | +2.219 $ | +26,7 % | 8.316 $ | +441 $ | +5,6 % | 7.875 $ | -9 $ | -0,1 % |
| SIMPLEX TRADING, LLC | 23.388 $ | -1.563 $ | -6,3 % | 24.951 $ | -14.469 $ | -36,7 % | 39.420 $ | +20.420 $ | +107,5 % | |||
| Ankerstar Wealth, LLC | 39.272 $ | +22.637 $ | +136,1 % | 16.635 $ | +2.058 $ | +14,1 % | 14.577 $ | +409 $ | +2,9 % | 14.168 $ | ||
| MATHER GROUP, LLC. | 36.276 $ | -1 $ | -0,0 % | 36.277 $ | +4.486 $ | +14,1 % | 31.791 $ | -338 $ | -1,1 % | |||
| SIGNATUREFD, LLC | 19.051 $ | -16.135 $ | -45,9 % | 35.186 $ | +4.395 $ | +14,3 % | 30.791 $ | -963 $ | -3,0 % | 31.754 $ | +589 $ | +1,9 % |
| Versant Capital Management, Inc | 32.017 $ | -3.164 $ | -9,0 % | 35.181 $ | +7.390 $ | +26,6 % | 27.791 $ | +825 $ | +3,1 % | 26.966 $ | -49 $ | -0,2 % |
| PROATHLETE WEALTH MANAGEMENT LLC | 32.826 $ | +584 $ | +1,8 % | 32.242 $ | +1.510 $ | +4,9 % | 30.732 $ | +763 $ | +2,5 % | 29.969 $ | ||
| BARRETT & COMPANY, INC. | 28.384 $ | -2.805 $ | -9,0 % | 31.189 $ | +6.551 $ | +26,6 % | 24.638 $ | +732 $ | +3,1 % | 23.906 $ | -43 $ | -0,2 % |
| NEPC LLC | 26.442 $ | -1.574 $ | -5,6 % | 28.016 $ | -2.356 $ | -7,8 % | 30.372 $ | |||||
| Atlantic Union Bankshares Corp | 29.455 $ | |||||||||||
| Avion Wealth | 24.000 $ | -2.000 $ | -7,7 % | 26.000 $ | +5.000 $ | +23,8 % | 21.000 $ | +1.000 $ | +5,0 % | 20.000 $ | +0 $ | +0,0 % |
| MidAtlantic Capital Management, Inc. | 25.768 $ | +3.063 $ | +13,5 % | 22.705 $ | ||||||||
| Raleigh Capital Management Inc. | 22.049 $ | +0 $ | +0,0 % | 22.049 $ | +2.726 $ | +14,1 % | 19.323 $ | -540 $ | -2,7 % | 19.863 $ | +335 $ | +1,7 % |
| Abound Wealth Management | 453 $ | +7 $ | +1,6 % | 446 $ | -21.355 $ | -98,0 % | 21.801 $ | |||||
| NBH Bank | 20.607 $ | +5.208 $ | +33,8 % | 15.399 $ | ||||||||
| Ancora Advisors LLC | 20.228 $ | |||||||||||
| Atomic Invest LLC | 18.424 $ | -1.471 $ | -7,4 % | 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 % | ||||||
| OPTIMA CAPITAL LLC | 18.995 $ | |||||||||||
| PITTENGER & ANDERSON INC | 18.166 $ | +9.433 $ | +108,0 % | 8.733 $ | +2.820 $ | +47,7 % | 5.913 $ | |||||
| CX Institutional | 14.000 $ | -4.000 $ | -22,2 % | 18.000 $ | ||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 16.917 $ | +139 $ | +0,8 % | 16.778 $ | +4 $ | +0,0 % | 16.774 $ | |||||
| Smartleaf Asset Management LLC | 15.183 $ | |||||||||||
| Glen Eagle Advisors, LLC | 15.072 $ | +645 $ | +4,5 % | |||||||||
| 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 | 12.327 $ | -242 $ | -1,9 % | 12.569 $ | +2.368 $ | +23,2 % | 10.201 $ | +1.945 $ | +23,6 % | 8.256 $ | +19 $ | +0,2 % |
| Latitude Advisors, LLC | 12.433 $ | |||||||||||
| ASSETMARK, INC | 5.548 $ | -5.283 $ | -48,8 % | 10.831 $ | +6.013 $ | +124,8 % | 4.818 $ | |||||
| LANARK FINANCIAL, INC. | 10.182 $ | +2.099 $ | +26,0 % | 8.083 $ | +356 $ | +4,6 % | 7.727 $ | +166 $ | +2,2 % | 7.561 $ | ||
| Pinnacle Bancorp, Inc. | 9.536 $ | |||||||||||
| First Command Advisory Services, Inc. | 6.264 $ | |||||||||||
| Archer Investment Corp | 3.114 $ | -3.018 $ | -49,2 % | 6.132 $ | ||||||||
| TD Capital Management LLC | 6.123 $ | +14 $ | +0,2 % | 6.109 $ | +769 $ | +14,4 % | 5.340 $ | -133 $ | -2,4 % | 5.473 $ | +110 $ | +2,1 % |
| DHJJ Financial Advisors, Ltd. | 4.220 $ | +63 $ | +1,5 % | 4.157 $ | +387 $ | +10,3 % | 3.770 $ | +52 $ | +1,4 % | 3.718 $ | +146 $ | +4,1 % |
| Corsicana & Co. | 4.181 $ | |||||||||||
| Oakmont Advisory Group, LLC | 3.709 $ | |||||||||||
| Russell Investments Group, Ltd. | 3.548 $ | -86 $ | -2,4 % | 3.634 $ | -6 $ | -0,2 % | ||||||
| ST GERMAIN D J CO INC | 3.362 $ | +416 $ | +14,1 % | 2.946 $ | ||||||||
| Oakworth Capital, Inc. | 3.155 $ | -81 $ | -2,5 % | 3.236 $ | ||||||||
| Quent Capital, LLC | 2.869 $ | -5 $ | -0,2 % | |||||||||
| GHP Investment Advisors, Inc. | 2.044 $ | -202 $ | -9,0 % | 2.246 $ | +472 $ | +26,6 % | 1.774 $ | +52 $ | +3,0 % | 1.722 $ | -3 $ | -0,2 % |
| Sound Income Strategies, LLC | 2.002 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 2.000 $ | |||||||||||
| Essential Investment Partners LLC | 1.362 $ | -135 $ | -9,0 % | 1.497 $ | +314 $ | +26,5 % | 1.183 $ | +35 $ | +3,0 % | 1.148 $ | ||
| HHM Wealth Advisors, LLC | 1.248 $ | |||||||||||
| CITIGROUP INC | 177 $ | -107 $ | -37,7 % | 284 $ | +140 $ | +97,2 % | ||||||
| Gesamt | 2.688.064.752 $ | +141.357.541 $ | +241,0 % | 2.877.248.190 $ | +442.554.111 $ | +142,1 % | 2.422.242.697 $ | +119.999.799 $ | +253,3 % | 2.253.366.454 $ | -20.844.607 $ | +67,8 % |