| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 2.695.908.932 $ | +416.010.335 $ | +146,7 % | 2.421.196.048 $ | +120.077.574 $ | +253,3 % | 2.253.037.328 $ | -18.663.295 $ | +68,1 % | 2.212.912.351 $ | +247.421.379 $ | +40,4 % | |
| RITHOLTZ WEALTH MANAGEMENT | 184.049.296 $ | +44.660.434 $ | +32,0 % | 139.388.862 $ | +14.883.561 $ | +12,0 % | 124.505.301 $ | +4.109.161 $ | +3,4 % | 120.396.140 $ | +17.272.993 $ | +16,7 % |
| ANDERSON HOAGLAND & CO | 142.061.875 $ | +13.909.485 $ | +10,9 % | 128.152.390 $ | +5.277.806 $ | +4,3 % | 122.874.584 $ | +1.946.931 $ | +1,6 % | 120.927.653 $ | +6.873.969 $ | +6,0 % |
| MERCER GLOBAL ADVISORS INC /ADV | 130.925.107 $ | -6.835.051 $ | -5,0 % | 137.760.158 $ | +2.799.924 $ | +2,1 % | 134.960.234 $ | -6.682.743 $ | -4,7 % | 141.642.977 $ | +12.559.936 $ | +9,7 % |
| LPL Financial LLC | 109.268.939 $ | +33.931.327 $ | +45,0 % | 75.337.612 $ | +4.854.474 $ | +6,9 % | 70.483.138 $ | +10.914.411 $ | +18,3 % | 59.568.727 $ | +8.567.684 $ | +16,8 % |
| Armbruster Capital Management, Inc. | 108.598.727 $ | +12.252.625 $ | +12,7 % | 96.346.102 $ | +2.342.124 $ | +2,5 % | 94.003.978 $ | +2.020.604 $ | +2,2 % | 91.983.374 $ | +7.015.082 $ | +8,3 % |
| BANK OF AMERICA CORP /DE/ | 71.000.872 $ | +14.057.840 $ | +24,7 % | 56.943.032 $ | +12.330.841 $ | +27,6 % | 44.612.191 $ | -46.234.154 $ | -50,9 % | 90.846.345 $ | +58.120.329 $ | +177,6 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 42.916.812 $ | +9.533.874 $ | +28,6 % | 33.382.938 $ | +1.209.587 $ | +3,8 % | 32.173.351 $ | -55.171.400 $ | -63,2 % | 87.344.751 $ | +7.914.328 $ | +10,0 % |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 77.877.807 $ | +10.685.879 $ | +15,9 % | 67.191.928 $ | -1.833.622 $ | -2,7 % | 69.025.550 $ | +4.385.217 $ | +6,8 % | 64.640.333 $ | ||
| RAYMOND JAMES FINANCIAL INC | 76.275.379 $ | +5.260.198 $ | +7,4 % | 71.015.181 $ | +8.293.191 $ | +13,2 % | 62.721.990 $ | +21.913.049 $ | +53,7 % | 40.808.941 $ | +7.399.351 $ | +22,1 % |
| Wescott Financial Advisory Group, LLC | 74.933.778 $ | +1.554.849 $ | +2,1 % | 73.378.929 $ | +5.469.153 $ | +8,1 % | 67.909.776 $ | +3.069.696 $ | +4,7 % | 64.840.080 $ | +540.036 $ | +0,8 % |
| Cambridge Investment Research Advisors, Inc. | 72.892.000 $ | +46.714.000 $ | +178,4 % | 26.178.000 $ | +4.598.000 $ | +21,3 % | 21.580.000 $ | +2.653.000 $ | +14,0 % | 18.927.000 $ | +1.403.000 $ | +8,0 % |
| WELLS FARGO & COMPANY/MN | 19.321.594 $ | -22.954.721 $ | -54,3 % | 42.276.315 $ | +28.021.116 $ | +196,6 % | 14.255.199 $ | -53.859.522 $ | -79,1 % | 68.114.721 $ | +60.300.508 $ | +771,7 % |
| ENVESTNET ASSET MANAGEMENT INC | 60.718.279 $ | +5.347.790 $ | +9,7 % | 55.370.489 $ | +8.860.403 $ | +19,1 % | 46.510.086 $ | -3.833.547 $ | -7,6 % | 50.343.633 $ | +1.870.235 $ | +3,9 % |
| Strategic Financial Services, Inc. | 56.279.543 $ | -2.216.197 $ | -3,8 % | 58.495.740 $ | +4.795.544 $ | +8,9 % | 53.700.196 $ | +5.481.374 $ | +11,4 % | |||
| Systelligence, LLC | 51.760.628 $ | +14.708.900 $ | +39,7 % | 37.051.728 $ | +16.910.425 $ | +84,0 % | 20.141.303 $ | -2.582.690 $ | -11,4 % | 22.723.993 $ | -8.074.622 $ | -26,2 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 51.373.954 $ | +7.396.406 $ | +16,8 % | 43.977.548 $ | +4.302.774 $ | +10,8 % | 39.674.774 $ | +991.260 $ | +2,6 % | 38.683.514 $ | +2.318.239 $ | +6,4 % |
| Cetera Investment Advisers | 40.950.626 $ | +11.484.384 $ | +39,0 % | 29.466.242 $ | -1.093.087 $ | -3,6 % | 30.559.329 $ | +279.314 $ | +0,9 % | 30.280.015 $ | -34.253.964 $ | -53,1 % |
| DAVIDSON INVESTMENT ADVISORS | 39.008.643 $ | +8.750.245 $ | +28,9 % | 30.258.398 $ | +2.223.252 $ | +7,9 % | 28.035.146 $ | +1.254.310 $ | +4,7 % | 26.780.836 $ | +3.956.613 $ | +17,3 % |
| Equitable Holdings, Inc. | 37.503.496 $ | +5.529.182 $ | +17,3 % | 31.974.314 $ | +5.360.855 $ | +20,1 % | 26.613.459 $ | +7.137.915 $ | +36,7 % | |||
| Corient Private Wealth LP | 7.318.489 $ | -11.804.900 $ | -61,7 % | 19.123.389 $ | -16.420.951 $ | -46,2 % | 35.544.340 $ | +17.048.843 $ | +92,2 % | 18.495.497 $ | +395.927 $ | +2,2 % |
| UBS Group AG | 32.852.935 $ | +8.527.791 $ | +35,1 % | 24.325.144 $ | +1.600.210 $ | +7,0 % | 22.724.934 $ | +1.527.043 $ | +7,2 % | 21.197.891 $ | -954.560 $ | -4,3 % |
| Gleason Group, Inc. | 31.699.124 $ | +1.401.454 $ | +4,6 % | 30.297.670 $ | +1.506.845 $ | +5,2 % | 28.790.825 $ | -2.231.990 $ | -7,2 % | 31.022.815 $ | +142.878 $ | +0,5 % |
| Karpus Management, Inc. | 3.469.868 $ | -64.975 $ | -1,8 % | 3.534.843 $ | -23.159.067 $ | -86,8 % | 26.693.910 $ | -3.909.071 $ | -12,8 % | 30.602.981 $ | +7.177.128 $ | +30,6 % |
| Storen Legacy Partners, LLC | 10.109.596 $ | +1.005.850 $ | +11,0 % | 9.103.746 $ | -21.271.789 $ | -70,0 % | 30.375.535 $ | |||||
| UMB Bank, n.a. | 29.666.725 $ | +2.996.134 $ | +11,2 % | 26.670.591 $ | +3.529.035 $ | +15,2 % | 23.141.556 $ | +452.451 $ | +2,0 % | 22.689.105 $ | +908.112 $ | +4,2 % |
| BURRUS FINANCIAL SERVICES, INC. | 28.943.952 $ | +2.227.131 $ | +8,3 % | 26.716.821 $ | +4.642.217 $ | +21,0 % | 22.074.604 $ | -3.894.131 $ | -15,0 % | 25.968.735 $ | +2.041.023 $ | +8,5 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 3.141 $ | -281.972 $ | -98,9 % | 285.113 $ | -28.274.530 $ | -99,0 % | 28.559.643 $ | +3.081.651 $ | +12,1 % | 25.477.992 $ | ||
| OSAIC HOLDINGS, INC. | 27.897.113 $ | +11.586.194 $ | +71,0 % | 16.310.919 $ | -4.448.751 $ | -21,4 % | 20.759.670 $ | +1.331.431 $ | +6,9 % | 19.428.239 $ | +2.885.589 $ | +17,4 % |
| TIAA Wealth Investment Management LLC | 23.806.230 $ | -3.113.799 $ | -11,6 % | 26.920.029 $ | ||||||||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26.416.844 $ | +4.471.509 $ | +20,4 % | 21.945.335 $ | +1.235.627 $ | +6,0 % | 20.709.708 $ | +401.790 $ | +2,0 % | 20.307.918 $ | +1.389.879 $ | +7,3 % |
| TWO SIGMA INVESTMENTS, LP | 26.146.320 $ | +19.335.245 $ | +283,9 % | 6.811.075 $ | +3.302.722 $ | +94,1 % | 3.508.353 $ | -1.096.936 $ | -23,8 % | 4.605.289 $ | -3.257.784 $ | -41,4 % |
| BRASS TAX WEALTH MANAGEMENT, INC | 23.882.722 $ | |||||||||||
| NewEdge Advisors, LLC | 23.676.817 $ | +3.766.562 $ | +18,9 % | 19.910.255 $ | +2.010.715 $ | +11,2 % | 17.899.540 $ | -67.801 $ | -0,4 % | 17.967.341 $ | +1.945.266 $ | +12,1 % |
| CABOT WEALTH MANAGEMENT INC | 12.546.241 $ | -10.617.442 $ | -45,8 % | 23.163.683 $ | +1.298.624 $ | +5,9 % | 21.865.059 $ | +1.128.840 $ | +5,4 % | 20.736.219 $ | +2.110.709 $ | +11,3 % |
| GOLDMAN SACHS GROUP INC | 22.789.202 $ | +18.382.085 $ | +417,1 % | 4.407.117 $ | -4.613.696 $ | -51,1 % | 9.020.813 $ | +5.454.859 $ | +153,0 % | 3.565.954 $ | +632.413 $ | +21,6 % |
| ROYAL BANK OF CANADA | 22.442.000 $ | +7.650.000 $ | +51,7 % | 14.792.000 $ | +5.014.000 $ | +51,3 % | 9.778.000 $ | +1.192.000 $ | +13,9 % | 8.586.000 $ | -14.070.000 $ | -62,1 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 22.400.356 $ | +3.297.359 $ | +17,3 % | 19.102.997 $ | +2.092.760 $ | +12,3 % | 17.010.237 $ | +6.258.237 $ | +58,2 % | 10.752.000 $ | +499.000 $ | +4,9 % |
| Savant Capital, LLC | 20.919.858 $ | +9.606.568 $ | +84,9 % | 11.313.290 $ | -666.516 $ | -5,6 % | 11.979.806 $ | +1.287.518 $ | +12,0 % | 10.692.288 $ | +6.605.531 $ | +161,6 % |
| Pure Financial Advisors, LLC | 20.444.545 $ | +2.483.900 $ | +13,8 % | 17.960.645 $ | +779.771 $ | +4,5 % | 17.180.874 $ | +983.820 $ | +6,1 % | |||
| SEEDS INVESTOR LLC | 20.083.917 $ | +415.339 $ | +2,1 % | 19.668.578 $ | +414.255 $ | +2,2 % | 19.254.323 $ | +632.636 $ | +3,4 % | 18.621.687 $ | +1.921.937 $ | +11,5 % |
| Hobart Private Capital, LLC | 9.096.190 $ | -4.304.166 $ | -32,1 % | 13.400.356 $ | +55.765 $ | +0,4 % | 13.344.591 $ | -4.374.359 $ | -24,7 % | 17.718.950 $ | -2.562.240 $ | -12,6 % |
| Bedel Financial Consulting, Inc. | 3.853.326 $ | +332.946 $ | +9,5 % | 3.520.380 $ | -13.217.047 $ | -79,0 % | 16.737.427 $ | +14.432.495 $ | +626,2 % | 2.304.932 $ | +231.830 $ | +11,2 % |
| RFP Financial Group LLC | 16.615.976 $ | +11.948.672 $ | +256,0 % | 4.667.304 $ | ||||||||
| Opus Capital Group, LLC | 18.960 $ | -16.425.040 $ | -99,9 % | 16.444.000 $ | +559.000 $ | +3,5 % | 15.885.000 $ | +811.000 $ | +5,4 % | 15.074.000 $ | +909.000 $ | +6,4 % |
| Mariner, LLC | 16.121.320 $ | +8.636.633 $ | +115,4 % | 7.484.687 $ | +5.534.788 $ | +283,8 % | 1.949.899 $ | -20.765 $ | -1,1 % | 1.970.664 $ | -1.185.501 $ | -37,6 % |
| Financial Partners Group, Inc | 14.079.080 $ | +2.973.441 $ | +26,8 % | 11.105.639 $ | +382.628 $ | +3,6 % | 10.723.011 $ | +2.324.027 $ | +27,7 % | 8.398.984 $ | -700.927 $ | -7,7 % |
| MENORA MIVTACHIM HOLDINGS LTD. | 13.854.308 $ | +1.289.945 $ | +10,3 % | 12.564.363 $ | -278.517 $ | -2,2 % | 12.842.880 $ | +1.439.401 $ | +12,6 % | 11.403.479 $ | +400.041 $ | +3,6 % |
| Sequoia Financial Advisors, LLC | 9.142.181 $ | -1.299.998 $ | -12,4 % | 10.442.179 $ | -1.274.272 $ | -10,9 % | 11.716.451 $ | -2.119.054 $ | -15,3 % | 13.835.505 $ | +10.073.843 $ | +267,8 % |
| Focus Partners Wealth | 13.477.620 $ | +1.498.615 $ | +12,5 % | 11.979.005 $ | -863.977 $ | -6,7 % | 12.842.982 $ | +24.352 $ | +0,2 % | 12.818.630 $ | +1.819.791 $ | +16,5 % |
| WIN ADVISORS, INC | 13.353.902 $ | +2.405.157 $ | +22,0 % | 10.948.745 $ | +8.463.238 $ | +340,5 % | 2.485.507 $ | |||||
| Cedar Point Capital Partners, LLC | 2.818.425 $ | +415.537 $ | +17,3 % | 2.402.888 $ | -10.024.411 $ | -80,7 % | 12.427.299 $ | +286.632 $ | +2,4 % | 12.140.667 $ | +765.370 $ | +6,7 % |
| MORGAN STANLEY | 11.320.943 $ | -958.799 $ | -7,8 % | 12.279.742 $ | +8.850.513 $ | +258,1 % | 3.429.229 $ | +2.417.268 $ | +238,9 % | 1.011.961 $ | +80.875 $ | +8,7 % |
| RWA WEALTH PARTNERS, LLC | 10.789.528 $ | +465.273 $ | +4,5 % | 10.324.255 $ | -697.557 $ | -6,3 % | 11.021.812 $ | -893.033 $ | -7,5 % | 11.914.845 $ | -2.327.845 $ | -16,3 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.643.422 $ | +3.105.444 $ | +41,2 % | 7.537.978 $ | -3.816.620 $ | -33,6 % | 11.354.598 $ | +375.625 $ | +3,4 % | 10.978.973 $ | -412.332 $ | -3,6 % |
| Kestra Advisory Services, LLC | 11.219.808 $ | +3.568.868 $ | +46,6 % | 7.650.940 $ | +262.450 $ | +3,6 % | 7.388.490 $ | +449.761 $ | +6,5 % | 6.938.729 $ | +4.269.502 $ | +160,0 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11.199.332 $ | +7.257.218 $ | +184,1 % | 3.942.114 $ | +2.740.002 $ | +227,9 % | 1.202.112 $ | -220.421 $ | -15,5 % | 1.422.533 $ | +452.915 $ | +46,7 % |
| Private Advisor Group, LLC | 10.745.355 $ | +49.426 $ | +0,5 % | 10.695.929 $ | -495.783 $ | -4,4 % | 11.191.712 $ | +1.401.167 $ | +14,3 % | 9.790.545 $ | +2.552.639 $ | +35,3 % |
| Beaird Harris Wealth Management, LLC | 9.672.839 $ | -375.381 $ | -3,7 % | 10.048.220 $ | -303.301 $ | -2,9 % | 10.351.521 $ | -727.807 $ | -6,6 % | 11.079.328 $ | +349.415 $ | +3,3 % |
| Focus Partners Advisor Solutions, LLC | 10.789.262 $ | +6.070.427 $ | +128,6 % | 4.718.835 $ | +2.365.162 $ | +100,5 % | 2.353.673 $ | -4.904.378 $ | -67,6 % | 7.258.051 $ | +5.417.649 $ | +294,4 % |
| &PARTNERS | 10.788.893 $ | +2.245.577 $ | +26,3 % | 8.543.316 $ | +2.897.390 $ | +51,3 % | 5.645.926 $ | +2.104.978 $ | +59,4 % | 3.540.948 $ | +1.438.489 $ | +68,4 % |
| Genesis Wealth Advisors, LLC | 10.387.020 $ | +1.522.723 $ | +17,2 % | 8.864.297 $ | +115.379 $ | +1,3 % | 8.748.918 $ | +324.664 $ | +3,9 % | 8.424.254 $ | +500.782 $ | +6,3 % |
| TRUIST FINANCIAL CORP | 7.760.828 $ | -2.452.698 $ | -24,0 % | 10.213.526 $ | +1.432.191 $ | +16,3 % | 8.781.335 $ | +3.799.487 $ | +76,3 % | 4.981.848 $ | +1.832.009 $ | +58,2 % |
| OPPENHEIMER & CO INC | 10.094.426 $ | +8.825.673 $ | +695,6 % | 1.268.753 $ | ||||||||
| Beacon Bank & Trust | 9.741.361 $ | +211.142 $ | +2,2 % | 9.530.219 $ | +336.565 $ | +3,7 % | 9.193.654 $ | +793.709 $ | +9,4 % | 8.399.945 $ | +5.866.502 $ | +231,6 % |
| Rooted Wealth Advisors, Inc. | 9.657.148 $ | +1.848.999 $ | +23,7 % | 7.808.149 $ | +1.934.435 $ | +32,9 % | 5.873.714 $ | |||||
| Clearstead Advisors, LLC | 9.645.788 $ | +4.657.851 $ | +93,4 % | 4.987.937 $ | +1.183.349 $ | +31,1 % | 3.804.588 $ | +452.090 $ | +13,5 % | 3.352.498 $ | +392.269 $ | +13,3 % |
| JONES FINANCIAL COMPANIES LLLP | 9.620.817 $ | +2.010.827 $ | +26,4 % | 7.609.990 $ | +768.506 $ | +11,2 % | 6.841.484 $ | +2.426.615 $ | +55,0 % | 4.414.869 $ | +2.160.774 $ | +95,9 % |
| Stonebridge Capital Advisors LLC | 9.545.833 $ | +442.623 $ | +4,9 % | 9.103.210 $ | -233.101 $ | -2,5 % | 9.336.311 $ | +689.277 $ | +8,0 % | 8.647.034 $ | +588.650 $ | +7,3 % |
| S.A. Mason LLC | 9.363.577 $ | +4.016.305 $ | +75,1 % | 5.347.272 $ | +2.644.768 $ | +97,9 % | 2.702.504 $ | |||||
| Altiora Financial Group, LLC | 8.882.257 $ | +1.345.878 $ | +17,9 % | 7.536.379 $ | +3.051.753 $ | +68,0 % | 4.484.626 $ | +333.137 $ | +8,0 % | 4.151.489 $ | +232.253 $ | +5,9 % |
| Beacon Pointe Advisors, LLC | 8.474.265 $ | -201.399 $ | -2,3 % | 8.675.664 $ | +231.643 $ | +2,7 % | 8.444.021 $ | +5.081.976 $ | +151,2 % | |||
| BUILDER INVESTMENT GROUP INC /ADV | 8.405.942 $ | +6.056.904 $ | +257,8 % | 2.349.038 $ | ||||||||
| Sterling Manor Financial, LLC | 7.957.740 $ | -343.002 $ | -4,1 % | 8.300.742 $ | +302.191 $ | +3,8 % | 7.998.551 $ | -366.603 $ | -4,4 % | |||
| Hughes Financial Services, LLC | 8.248.964 $ | +601.566 $ | +7,9 % | 7.647.398 $ | +319.065 $ | +4,4 % | 7.328.333 $ | +128.629 $ | +1,8 % | 7.199.704 $ | +255.883 $ | +3,7 % |
| Farther Finance Advisors, LLC | 8.123.637 $ | +1.915.503 $ | +30,9 % | 6.208.134 $ | +1.718.710 $ | +38,3 % | 4.489.424 $ | +3.371.537 $ | +301,6 % | 1.117.887 $ | +722.958 $ | +183,1 % |
| Geneos Wealth Management Inc. | 7.929.688 $ | +1.061.950 $ | +15,5 % | 6.867.738 $ | +354.562 $ | +5,4 % | 6.513.176 $ | +415.007 $ | +6,8 % | 6.098.169 $ | +548.750 $ | +9,9 % |
| Capital Investment Services of America, Inc. | 5.390.705 $ | -2.328.300 $ | -30,2 % | 7.719.005 $ | -43.357 $ | -0,6 % | 7.762.362 $ | -21.650 $ | -0,3 % | 7.784.012 $ | +65.895 $ | +0,9 % |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 7.618.248 $ | +1.425.959 $ | +23,0 % | 6.192.289 $ | +734.982 $ | +13,5 % | 5.457.307 $ | +1.269.139 $ | +30,3 % | 4.188.168 $ | +964.395 $ | +29,9 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 7.561.000 $ | +1.902.000 $ | +33,6 % | 5.659.000 $ | +1.923.000 $ | +51,5 % | ||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4.580.993 $ | +43.907 $ | +1,0 % | 4.537.086 $ | +68.252 $ | +1,5 % | 4.468.834 $ | -2.712.988 $ | -37,8 % | 7.181.822 $ | +354.234 $ | +5,2 % |
| MML INVESTORS SERVICES, LLC | 6.976.849 $ | +3.076.088 $ | +78,9 % | 3.900.761 $ | +786.403 $ | +25,3 % | 3.114.358 $ | +1.224.337 $ | +64,8 % | 1.890.021 $ | -67.979 $ | -3,5 % |
| Integrated Wealth Concepts LLC | 6.866.257 $ | +3.201.468 $ | +87,4 % | 3.664.789 $ | +2.192.102 $ | +148,9 % | 1.472.687 $ | -234.106 $ | -13,7 % | 1.706.793 $ | +408.287 $ | +31,4 % |
| Apella Capital, LLC | 6.489.040 $ | -155.728 $ | -2,3 % | 6.644.768 $ | +1.519.120 $ | +29,6 % | 5.125.648 $ | |||||
| LINCOLN CAPITAL CORP | 6.629.776 $ | +1.562.126 $ | +30,8 % | 5.067.650 $ | +118.591 $ | +2,4 % | 4.949.059 $ | -76.770 $ | -1,5 % | 5.025.829 $ | +491.561 $ | +10,8 % |
| MAYPORT, LLC | 6.469.158 $ | +197.883 $ | +3,2 % | 6.271.275 $ | +2.072.491 $ | +49,4 % | 4.198.784 $ | +1.093.239 $ | +35,2 % | 3.105.545 $ | +1.021.441 $ | +49,0 % |
| Capital Advisors Wealth Management, LLC | 6.337.341 $ | +647.509 $ | +11,4 % | 5.689.832 $ | +120.717 $ | +2,2 % | 5.569.115 $ | +268.354 $ | +5,1 % | 5.300.761 $ | ||
| Haverford Trust Co | 6.236.948 $ | +656.144 $ | +11,8 % | 5.580.804 $ | +3.087.138 $ | +123,8 % | 2.493.666 $ | +492.369 $ | +24,6 % | 2.001.297 $ | +328.281 $ | +19,6 % |
| RW Investment Management LLC | 6.207.163 $ | +1.324.427 $ | +27,1 % | 4.882.736 $ | ||||||||
| ECLECTIC ASSOCIATES INC /ADV | 6.202.889 $ | +1.029.929 $ | +19,9 % | 5.172.960 $ | +198.436 $ | +4,0 % | 4.974.524 $ | +997.095 $ | +25,1 % | 3.977.429 $ | +553.379 $ | +16,2 % |
| GenTrust, LLC | 5.945.230 $ | -180.036 $ | -2,9 % | 6.125.266 $ | +3.234.141 $ | +111,9 % | 2.891.125 $ | +629.396 $ | +27,8 % | 2.261.729 $ | -118.859 $ | -5,0 % |
| ADVISORTRUST PARTNERS, LLC | 6.029.420 $ | +5.546.361 $ | +1.148,2 % | 483.059 $ | ||||||||
| Firestone Capital Management | 5.173.993 $ | -756.263 $ | -12,8 % | 5.930.256 $ | +374.871 $ | +6,7 % | 5.555.385 $ | +702.716 $ | +14,5 % | 4.852.669 $ | +526.804 $ | +12,2 % |
| Wealthspire Advisors, LLC | 5.845.263 $ | +5.818.509 $ | +21.748,2 % | 26.754 $ | ||||||||
| Betterment LLC | 5.845.000 $ | +839.000 $ | +16,8 % | 5.006.000 $ | +213.000 $ | +4,4 % | 4.793.000 $ | +49.000 $ | +1,0 % | 4.744.000 $ | +927.000 $ | +24,3 % |
| TITLEIST ASSET MANAGEMENT, LLC | 5.746.519 $ | +80.426 $ | +1,4 % | 5.666.093 $ | +471.383 $ | +9,1 % | 5.194.710 $ | +657.537 $ | +14,5 % | 4.537.173 $ | +462.921 $ | +11,4 % |
| SMITH, MOORE & CO. | 5.606.971 $ | +405.052 $ | +7,8 % | 5.201.919 $ | +626.150 $ | +13,7 % | 4.575.769 $ | +1.452.418 $ | +46,5 % | 3.123.351 $ | -336.577 $ | -9,7 % |
| Tidal Investments LLC | 1.558.938 $ | -443.450 $ | -22,1 % | 2.002.388 $ | -3.602.164 $ | -64,3 % | 5.604.552 $ | +4.827.004 $ | +620,8 % | |||
| Stratos Wealth Advisors, LLC | 4.883.168 $ | -511.805 $ | -9,5 % | 5.394.973 $ | +553.761 $ | +11,4 % | 4.841.212 $ | +100.525 $ | +2,1 % | 4.740.687 $ | +614.377 $ | +14,9 % |
| BROWN ADVISORY INC | 3.236.347 $ | -435.610 $ | -11,9 % | 3.671.957 $ | +119.164 $ | +3,4 % | 3.552.793 $ | -1.816.450 $ | -33,8 % | 5.369.243 $ | -434.497 $ | -7,5 % |
| Cannon Wealth Management Services, LLC | 5.336.378 $ | +1.184.871 $ | +28,5 % | 4.151.507 $ | +80.926 $ | +2,0 % | 4.070.581 $ | +3.395.955 $ | +503,4 % | 674.626 $ | +394.084 $ | +140,5 % |
| Financial Freedom, LLC | 5.262.378 $ | +1.472.271 $ | +38,8 % | 3.790.107 $ | +267.117 $ | +7,6 % | 3.522.990 $ | +882.791 $ | +33,4 % | 2.640.199 $ | +1.319.653 $ | +99,9 % |
| TFB Advisors LLC | 5.253.539 $ | +1.137.428 $ | +27,6 % | 4.116.111 $ | +749.459 $ | +22,3 % | 3.366.652 $ | +333.763 $ | +11,0 % | 3.032.889 $ | +820.072 $ | +37,1 % |
| Merit Financial Group, LLC | 5.243.030 $ | +8.820 $ | +0,2 % | 5.234.210 $ | +94.714 $ | +1,8 % | 5.139.496 $ | +1.460.841 $ | +39,7 % | 3.678.655 $ | +590.693 $ | +19,1 % |
| Topsail Wealth Management, LLC | 5.188.744 $ | +19.825 $ | +0,4 % | 5.168.919 $ | -22.082 $ | -0,4 % | 5.191.001 $ | -17.581 $ | -0,3 % | 5.208.582 $ | +51.073 $ | +1,0 % |
| Legacy PCG, LLC | 5.000.131 $ | -152.789 $ | -3,0 % | 5.152.920 $ | +669.710 $ | +14,9 % | ||||||
| Aspire Private Capital, LLC | 3.480.562 $ | +544.629 $ | +18,6 % | 2.935.933 $ | +136.349 $ | +4,9 % | 2.799.584 $ | -2.203.750 $ | -44,0 % | 5.003.334 $ | +2.804.998 $ | +127,6 % |
| WEDBUSH SECURITIES INC | 4.988.000 $ | +2.200.000 $ | +78,9 % | 2.788.000 $ | +455.000 $ | +19,5 % | 2.333.000 $ | +300.000 $ | +14,8 % | 2.033.000 $ | +757.000 $ | +59,3 % |
| Financial Engines Advisors L.L.C. | 4.935.816 $ | +805.379 $ | +19,5 % | 4.130.437 $ | +5.130 $ | +0,1 % | 4.125.307 $ | -42.571 $ | -1,0 % | 4.167.878 $ | +692.878 $ | +19,9 % |
| Medallion Wealth Advisors, LLC | 4.914.281 $ | +799.268 $ | +19,4 % | 4.115.013 $ | +84.897 $ | +2,1 % | 4.030.116 $ | +300.861 $ | +8,1 % | 3.729.255 $ | +420.919 $ | +12,7 % |
| Sculati Wealth Management, LLC | 4.894.144 $ | +447.992 $ | +10,1 % | 4.446.152 $ | +166.105 $ | +3,9 % | 4.280.047 $ | +344.484 $ | +8,8 % | 3.935.563 $ | +1.196.186 $ | +43,7 % |
| EP Wealth Advisors, LLC | 4.869.450 $ | +351.754 $ | +7,8 % | 4.517.696 $ | +54.944 $ | +1,2 % | 4.462.752 $ | +245.529 $ | +5,8 % | |||
| Ashton Thomas Private Wealth, LLC | 4.425.794 $ | -378.321 $ | -7,9 % | 4.804.115 $ | +86.047 $ | +1,8 % | 4.718.068 $ | +1.322.460 $ | +38,9 % | 3.395.608 $ | -196.793 $ | -5,5 % |
| STIFEL FINANCIAL CORP | 4.791.827 $ | +1.224.576 $ | +34,3 % | 3.567.251 $ | -886.663 $ | -19,9 % | 4.453.914 $ | +1.565.301 $ | +54,2 % | 2.888.613 $ | -471.656 $ | -14,0 % |
| First Affirmative Financial Network | 4.748.000 $ | +4.503.176 $ | +1.839,4 % | 244.824 $ | ||||||||
| Lebenthal Global Advisors, LLC | 4.613.668 $ | +413.661 $ | +9,8 % | 4.200.007 $ | +88.488 $ | +2,2 % | 4.111.519 $ | +416.607 $ | +11,3 % | 3.694.912 $ | +250.004 $ | +7,3 % |
| BlueChip Wealth Advisors LLC | 4.589.231 $ | +534.378 $ | +13,2 % | 4.054.853 $ | +964.319 $ | +31,2 % | 3.090.534 $ | +394.790 $ | +14,6 % | 2.695.744 $ | -160.758 $ | -5,6 % |
| IF Advisors, LLC | 1.965.414 $ | -2.535.316 $ | -56,3 % | 4.500.730 $ | +437.730 $ | +10,8 % | 4.063.000 $ | |||||
| Dakota Wealth Management | 4.232.631 $ | -43.468 $ | -1,0 % | 4.276.099 $ | -201.227 $ | -4,5 % | 4.477.326 $ | +915.046 $ | +25,7 % | 3.562.280 $ | +615.124 $ | +20,9 % |
| BEACON FINANCIAL PLANNING, INC | 4.420.361 $ | +228.155 $ | +5,4 % | 4.192.206 $ | +1.271.224 $ | +43,5 % | 2.920.982 $ | +70.949 $ | +2,5 % | 2.850.033 $ | +191.436 $ | +7,2 % |
| Redhawk Wealth Advisors, Inc. | 3.206.972 $ | -1.131.674 $ | -26,1 % | 4.338.646 $ | +2.493 $ | +0,1 % | 4.336.153 $ | +385.442 $ | +9,8 % | 3.950.711 $ | +464.518 $ | +13,3 % |
| Professional Financial Advisors, LLC | 404.120 $ | +50.026 $ | +14,1 % | 354.094 $ | -3.889.641 $ | -91,7 % | 4.243.735 $ | +52.748 $ | +1,3 % | 4.190.987 $ | +310.755 $ | +8,0 % |
| Sanchez Levi Garrett | 4.068.559 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.126.337 $ | -825.992 $ | -42,3 % | 1.952.329 $ | -2.094.181 $ | -51,8 % | 4.046.510 $ | +3.779.186 $ | +1.413,7 % | 267.324 $ | -1.874.370 $ | -87,5 % |
| Cerity Partners LLC | 4.037.779 $ | +426.877 $ | +11,8 % | 3.610.902 $ | +219.701 $ | +6,5 % | 3.391.201 $ | +1.669.378 $ | +97,0 % | 1.721.823 $ | +103.834 $ | +6,4 % |
| TCI Wealth Advisors, Inc. | 2.548.454 $ | -1.362.327 $ | -34,8 % | 3.910.781 $ | -116.567 $ | -2,9 % | 4.027.348 $ | +1.310 $ | +0,0 % | 4.026.038 $ | ||
| Fortis Group Advisors, LLC | 3.915.811 $ | +3.674.511 $ | +1.522,8 % | 241.300 $ | -831 $ | -0,3 % | 242.131 $ | +3.148 $ | +1,3 % | 238.983 $ | +22.964 $ | +10,6 % |
| Cornerstone Planning, LLC | 2.685.737 $ | +122.555 $ | +4,8 % | 2.563.182 $ | -1.331.854 $ | -34,2 % | 3.895.036 $ | |||||
| HighTower Advisors, LLC | 3.818.127 $ | +3.340.163 $ | +698,8 % | 477.964 $ | -82.150 $ | -14,7 % | 560.114 $ | +341.281 $ | +156,0 % | 218.833 $ | ||
| Haven Private, LLC | 3.510.999 $ | -276.997 $ | -7,3 % | 3.787.996 $ | +464.056 $ | +14,0 % | 3.323.940 $ | +69.475 $ | +2,1 % | 3.254.465 $ | +124.121 $ | +4,0 % |
| Wilkins Miller Wealth Management, LLC | 3.692.671 $ | +885.549 $ | +31,5 % | 2.807.122 $ | +162.920 $ | +6,2 % | 2.644.202 $ | +456.875 $ | +20,9 % | 2.187.327 $ | +926.767 $ | +73,5 % |
| Janney Montgomery Scott LLC | 3.671.000 $ | +553.000 $ | +17,7 % | 3.118.000 $ | +222.000 $ | +7,7 % | 2.896.000 $ | +1.386.000 $ | +91,8 % | 1.510.000 $ | +1.177.000 $ | +353,5 % |
| Advisory Services Network, LLC | 3.663.032 $ | +808.748 $ | +28,3 % | 2.854.284 $ | +2.313.047 $ | +427,4 % | 541.237 $ | -45.247 $ | -7,7 % | 586.484 $ | +217.765 $ | +59,1 % |
| Capital Advisors, Ltd. LLC | 3.578.000 $ | +287.000 $ | +8,7 % | 3.291.000 $ | -363.000 $ | -9,9 % | 3.654.000 $ | +298.000 $ | +8,9 % | 3.356.000 $ | +162.000 $ | +5,1 % |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 3.598.684 $ | +1.275.986 $ | +54,9 % | 2.322.698 $ | +399.769 $ | +20,8 % | 1.922.929 $ | +22.519 $ | +1,2 % | 1.900.410 $ | +157.381 $ | +9,0 % |
| Compass Ion Advisors, LLC | 3.538.628 $ | +1.495.094 $ | +73,2 % | 2.043.534 $ | +467.226 $ | +29,6 % | 1.576.308 $ | +195.881 $ | +14,2 % | 1.380.427 $ | +475.265 $ | +52,5 % |
| Capital Analysts, LLC | 3.518.000 $ | +602.000 $ | +20,6 % | 2.916.000 $ | +2.763.000 $ | +1.805,9 % | 153.000 $ | +54.000 $ | +54,5 % | 99.000 $ | +83.000 $ | +518,8 % |
| Sterling Financial Planning, Inc. | 3.510.160 $ | +174.962 $ | +5,2 % | 3.335.198 $ | +104.047 $ | +3,2 % | 3.231.151 $ | +158.720 $ | +5,2 % | 3.072.431 $ | +112.561 $ | +3,8 % |
| Quantinno Capital Management LP | 3.443.930 $ | +429.266 $ | +14,2 % | 3.014.664 $ | +1.396.016 $ | +86,2 % | 1.618.648 $ | +1.134.189 $ | +234,1 % | 484.459 $ | +273.985 $ | +130,2 % |
| Partners in Financial Planning | 3.419.910 $ | +422.017 $ | +14,1 % | 2.997.893 $ | +36.763 $ | +1,2 % | 2.961.130 $ | +87.602 $ | +3,0 % | 2.873.528 $ | +181.086 $ | +6,7 % |
| GENESIS PRIVATE WEALTH, LLC | 3.414.755 $ | +300.756 $ | +9,7 % | 3.113.999 $ | -15.527 $ | -0,5 % | 3.129.526 $ | +49.352 $ | +1,6 % | 3.080.174 $ | +383.829 $ | +14,2 % |
| AQR CAPITAL MANAGEMENT LLC | 3.199.478 $ | +268.815 $ | +9,2 % | 2.930.663 $ | +1.530.418 $ | +109,3 % | 1.400.245 $ | +246.190 $ | +21,3 % | 1.154.055 $ | +244.179 $ | +26,8 % |
| Elequin Capital, LP | 3.168.774 $ | +2.775.744 $ | +706,2 % | 393.030 $ | -1.512.662 $ | -79,4 % | 1.905.692 $ | -288.829 $ | -13,2 % | |||
| Callan Family Office, LLC | 3.135.038 $ | |||||||||||
| Walkner Condon Financial Advisors LLC | 3.121.526 $ | +297.315 $ | +10,5 % | 2.824.211 $ | -170.373 $ | -5,7 % | 2.994.584 $ | +153.059 $ | +5,4 % | 2.841.525 $ | +203.063 $ | +7,7 % |
| Royal Fund Management, LLC | 3.107.249 $ | +585.447 $ | +23,2 % | 2.521.802 $ | +153.555 $ | +6,5 % | 2.368.247 $ | +518.282 $ | +28,0 % | 1.849.965 $ | -23.405 $ | -1,2 % |
| Apollon Wealth Management, LLC | 3.104.705 $ | +819.526 $ | +35,9 % | 2.285.179 $ | +404.022 $ | +21,5 % | 1.881.157 $ | -214.036 $ | -10,2 % | 2.095.193 $ | +180.000 $ | +9,4 % |
| Burton Enright Welch | 3.094.312 $ | +1.035.405 $ | +50,3 % | 2.058.907 $ | -580.926 $ | -22,0 % | 2.639.833 $ | +257.539 $ | +10,8 % | 2.382.294 $ | +51.315 $ | +2,2 % |
| VICTORY FINANCIAL GROUP, LLC | 2.682.157 $ | +301.290 $ | +12,7 % | 2.380.867 $ | +26.126 $ | +1,1 % | 2.354.741 $ | -683.381 $ | -22,5 % | 3.038.122 $ | +239.496 $ | +8,6 % |
| Caitlin John, LLC | 2.820.899 $ | -183.830 $ | -6,1 % | 3.004.729 $ | -16.425 $ | -0,5 % | 3.021.154 $ | +157.633 $ | +5,5 % | |||
| Atria Investments, Inc | 3.001.976 $ | +287.486 $ | +10,6 % | 2.714.490 $ | +481.341 $ | +21,6 % | 2.233.149 $ | -439.284 $ | -16,4 % | 2.672.433 $ | +156.366 $ | +6,2 % |
| Americana Partners, LLC | 2.998.776 $ | |||||||||||
| Nova R Wealth, Inc. | 2.974.207 $ | +601.638 $ | +25,4 % | 2.372.569 $ | +61.927 $ | +2,7 % | 2.310.642 $ | -45.336 $ | -1,9 % | 2.355.978 $ | +180.158 $ | +8,3 % |
| Pathstone Holdings, LLC | 2.747.605 $ | -149.267 $ | -5,2 % | 2.896.872 $ | -2.434 $ | -0,1 % | 2.899.306 $ | -15.551 $ | -0,5 % | 2.914.857 $ | +48.891 $ | +1,7 % |
| Savvy Advisors, Inc. | 1.399.678 $ | -1.492.546 $ | -51,6 % | 2.892.224 $ | +1.866.168 $ | +181,9 % | 1.026.056 $ | -135.855 $ | -11,7 % | 1.161.911 $ | +23.802 $ | +2,1 % |
| McIlrath & Eck, LLC | 2.776.782 $ | -79.464 $ | -2,8 % | 2.856.246 $ | +133.733 $ | +4,9 % | ||||||
| Kathmere Capital Management, LLC | 2.813.620 $ | +396.697 $ | +16,4 % | 2.416.923 $ | +18.048 $ | +0,8 % | 2.398.875 $ | +179.706 $ | +8,1 % | 2.219.169 $ | +441.466 $ | +24,8 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.810.000 $ | +966.000 $ | +52,4 % | 1.844.000 $ | +355.000 $ | +23,8 % | 1.489.000 $ | +18.000 $ | +1,2 % | 1.471.000 $ | +31.000 $ | +2,2 % |
| Signal Advisors Wealth, LLC | 2.803.335 $ | +401.343 $ | +16,7 % | 2.401.992 $ | +1.294.126 $ | +116,8 % | 1.107.866 $ | +382.683 $ | +52,8 % | 725.183 $ | +517.943 $ | +249,9 % |
| IEQ CAPITAL, LLC | 2.773.648 $ | +785.760 $ | +39,5 % | 1.987.888 $ | +423.638 $ | +27,1 % | 1.564.250 $ | +134.817 $ | +9,4 % | 1.429.433 $ | +1.009.278 $ | +240,2 % |
| Independence Asset Advisors, LLC | 2.583.931 $ | +113.723 $ | +4,6 % | 2.470.208 $ | +53.027 $ | +2,2 % | 2.417.181 $ | -340.656 $ | -12,4 % | 2.757.837 $ | +75.936 $ | +2,8 % |
| HUB Investment Partners, LLC | 2.754.761 $ | +1.921.808 $ | +230,7 % | 832.953 $ | +355.713 $ | +74,5 % | 477.240 $ | |||||
| Evanson Asset Management, LLC | 2.751.966 $ | +165.096 $ | +6,4 % | 2.586.870 $ | -42.041 $ | -1,6 % | 2.628.911 $ | +115.224 $ | +4,6 % | |||
| Evanson Financial, LLC | 2.743.011 $ | |||||||||||
| DAYMARK WEALTH PARTNERS, LLC | 2.718.071 $ | +465.856 $ | +20,7 % | 2.252.215 $ | +295.985 $ | +15,1 % | 1.956.230 $ | +583.624 $ | +42,5 % | 1.372.606 $ | +25.211 $ | +1,9 % |
| Payne Capital LLC | 364.035 $ | +76.467 $ | +26,6 % | 287.568 $ | -2.407.559 $ | -89,3 % | 2.695.127 $ | -622 $ | -0,0 % | 2.695.749 $ | ||
| MGO ONE SEVEN LLC | 2.684.436 $ | +424.876 $ | +18,8 % | 2.259.560 $ | ||||||||
| Chicago Partners Investment Group LLC | 2.665.461 $ | +324.513 $ | +13,9 % | 2.340.948 $ | +6.243 $ | +0,3 % | 2.334.705 $ | -237.031 $ | -9,2 % | 2.571.736 $ | +116.181 $ | +4,7 % |
| D.A. DAVIDSON & CO. | 2.651.659 $ | +313.810 $ | +13,4 % | 2.337.849 $ | +408.650 $ | +21,2 % | 1.929.199 $ | -13.020 $ | -0,7 % | 1.942.219 $ | +149.889 $ | +8,4 % |
| Ausdal Financial Partners, Inc. | 2.642.874 $ | -1.713 $ | -0,1 % | 2.644.587 $ | ||||||||
| Avior Wealth Management, LLC | 2.631.021 $ | +570.799 $ | +27,7 % | 2.060.222 $ | +340.049 $ | +19,8 % | 1.720.173 $ | +707.038 $ | +69,8 % | 1.013.135 $ | +287.448 $ | +39,6 % |
| Archford Capital Strategies, LLC | 2.597.152 $ | +783.043 $ | +43,2 % | 1.814.109 $ | ||||||||
| Eaton-Cambridge Inc. | 2.570.665 $ | +177.844 $ | +7,4 % | 2.392.821 $ | +350.803 $ | +17,2 % | 2.042.018 $ | +671.942 $ | +49,0 % | 1.370.076 $ | +793.261 $ | +137,5 % |
| Keystone Financial Group | 2.558.832 $ | +162.365 $ | +6,8 % | 2.396.467 $ | +71.601 $ | +3,1 % | 2.324.866 $ | +145.469 $ | +6,7 % | 2.179.397 $ | +78.364 $ | +3,7 % |
| M Holdings Securities, Inc. | 2.222.000 $ | -297.000 $ | -11,8 % | 2.519.000 $ | ||||||||
| Silver Oak Advisory Group, Inc. | 2.512.000 $ | +99.000 $ | +4,1 % | 2.413.000 $ | +185.000 $ | +8,3 % | 2.228.000 $ | -2.000 $ | -0,1 % | 2.230.000 $ | +220.000 $ | +10,9 % |
| BROWN WEALTH MANAGEMENT, LLC | 2.287.686 $ | -222.980 $ | -8,9 % | 2.510.666 $ | +142.932 $ | +6,0 % | 2.367.734 $ | +54.455 $ | +2,4 % | 2.313.279 $ | -103.782 $ | -4,3 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.506.822 $ | +520.316 $ | +26,2 % | 1.986.506 $ | +130.723 $ | +7,0 % | 1.855.783 $ | +162.130 $ | +9,6 % | 1.693.653 $ | -18.258 $ | -1,1 % |
| SURIENCE PRIVATE WEALTH LLC | 2.278.766 $ | -190.567 $ | -7,7 % | 2.469.333 $ | +2.128.854 $ | +625,3 % | 340.479 $ | |||||
| Passive Capital Management, LLC. | 1.893.299 $ | -556.804 $ | -22,7 % | 2.450.103 $ | +556.804 $ | +29,4 % | 1.893.299 $ | +139.584 $ | +8,0 % | 1.753.715 $ | -879.478 $ | -33,4 % |
| CITADEL ADVISORS LLC | 719.477 $ | -1.149.401 $ | -61,5 % | 1.868.878 $ | -558.822 $ | -23,0 % | 2.427.700 $ | -17.486 $ | -0,7 % | |||
| HARBOUR INVESTMENTS, INC. | 2.376.122 $ | +641.085 $ | +36,9 % | 1.735.037 $ | +331.061 $ | +23,6 % | 1.403.976 $ | +95.667 $ | +7,3 % | 1.308.309 $ | +394.463 $ | +43,2 % |
| Frankly Finances, LLC | 2.360.624 $ | +196.127 $ | +9,1 % | 2.164.497 $ | +4.200 $ | +0,2 % | 2.160.297 $ | |||||
| Coastline Trust Co | 2.360.219 $ | +237.233 $ | +11,2 % | 2.122.986 $ | -83.970 $ | -3,8 % | 2.206.956 $ | +27.279 $ | +1,3 % | 2.179.677 $ | +70.872 $ | +3,4 % |
| OLD MISSION CAPITAL LLC | 1.886.598 $ | -457.511 $ | -19,5 % | 2.344.109 $ | -712.367 $ | -23,3 % | ||||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.341.904 $ | +658.025 $ | +39,1 % | 1.683.879 $ | +104.916 $ | +6,6 % | 1.578.963 $ | -4.539 $ | -0,3 % | 1.583.502 $ | +181.139 $ | +12,9 % |
| Aspect Partners, LLC | 2.328.178 $ | +392.065 $ | +20,3 % | 1.936.113 $ | +107.954 $ | +5,9 % | 1.828.159 $ | +253.436 $ | +16,1 % | 1.574.723 $ | +196.116 $ | +14,2 % |
| Choate Investment Advisors | 2.267.912 $ | +337.062 $ | +17,5 % | 1.930.850 $ | +121.305 $ | +6,7 % | 1.809.545 $ | +9.245 $ | +0,5 % | 1.800.300 $ | ||
| Pillar Financial Advisors, LLC | 943.703 $ | -1.296.751 $ | -57,9 % | 2.240.454 $ | +1.255.379 $ | +127,4 % | 985.075 $ | +116.572 $ | +13,4 % | 868.503 $ | +110.922 $ | +14,6 % |
| OneDigital Investment Advisors LLC | 2.238.399 $ | +182.313 $ | +8,9 % | 2.056.086 $ | +13.999 $ | +0,7 % | 2.042.087 $ | -46.413 $ | -2,2 % | 2.088.500 $ | +32.828 $ | +1,6 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2.233.185 $ | +130.678 $ | +6,2 % | 2.102.507 $ | +60.817 $ | +3,0 % | 2.041.690 $ | -172.772 $ | -7,8 % | 2.214.462 $ | +66.669 $ | +3,1 % |
| Root Financial Partners, LLC | 2.230.814 $ | +297.977 $ | +15,4 % | 1.932.837 $ | +432.849 $ | +28,9 % | 1.499.988 $ | +273.665 $ | +22,3 % | 1.226.323 $ | +611.327 $ | +99,4 % |
| Bluespring Wealth Management, LLC | 2.218.790 $ | +1.589.800 $ | +252,8 % | 628.990 $ | +259.257 $ | +70,1 % | 369.733 $ | +49.790 $ | +15,6 % | 319.943 $ | ||
| Onyx Bridge Wealth Group LLC | 2.205.296 $ | +290.829 $ | +15,2 % | 1.914.467 $ | +56.083 $ | +3,0 % | 1.858.384 $ | +27.620 $ | +1,5 % | 1.830.764 $ | +135.016 $ | +8,0 % |
| RESOLUTE WEALTH ADVISOR, INC. | 2.199.739 $ | +0 $ | +0,0 % | |||||||||
| MY Wealth Management Inc. | 2.174.927 $ | |||||||||||
| HB Wealth Management, LLC | 1.848.976 $ | -313.129 $ | -14,5 % | 2.162.105 $ | +95.962 $ | +4,6 % | 2.066.143 $ | +80.504 $ | +4,1 % | 1.985.639 $ | +1.561.733 $ | +368,4 % |
| WINNACLE WEALTH LLC | 2.153.227 $ | +510.081 $ | +31,0 % | 1.643.146 $ | ||||||||
| SAGESPRING WEALTH PARTNERS, LLC | 943.047 $ | +252.317 $ | +36,5 % | 690.730 $ | +27.741 $ | +4,2 % | 662.989 $ | -1.466.195 $ | -68,9 % | 2.129.184 $ | ||
| Sanctuary Advisors, LLC | 2.121.437 $ | +264.882 $ | +14,3 % | 1.856.555 $ | +27.723 $ | +1,5 % | 1.828.832 $ | -170.637 $ | -8,5 % | 1.999.469 $ | +1.356.891 $ | +211,2 % |
| JACOBSON & SCHMITT ADVISORS, LLC | 2.016.171 $ | -44.557 $ | -2,2 % | 2.060.728 $ | -48.680 $ | -2,3 % | 2.109.408 $ | +53.785 $ | +2,6 % | 2.055.623 $ | +1.368.592 $ | +199,2 % |
| Orion Porfolio Solutions, LLC | 359.052 $ | -240.731 $ | -40,1 % | 599.783 $ | -1.283.254 $ | -68,1 % | 1.883.037 $ | -174.853 $ | -8,5 % | 2.057.890 $ | -494.410 $ | -19,4 % |
| Valued Retirements, Inc. | 2.024.810 $ | +324.409 $ | +19,1 % | 1.700.401 $ | +106.017 $ | +6,6 % | 1.594.384 $ | +802.880 $ | +101,4 % | 791.504 $ | +0 $ | +0,0 % |
| Concurrent Investment Advisors, LLC | 2.023.605 $ | +675.728 $ | +50,1 % | 1.347.877 $ | +23.064 $ | +1,7 % | 1.324.813 $ | +98.494 $ | +8,0 % | 1.226.319 $ | +626.220 $ | +104,4 % |
| Diversified Portfolios, Inc. | 1.866.333 $ | -139.273 $ | -6,9 % | 2.005.606 $ | -16.143 $ | -0,8 % | 2.021.749 $ | +28.402 $ | +1,4 % | 1.993.347 $ | -76.525 $ | -3,7 % |
| CALTON & ASSOCIATES, INC. | 2.020.820 $ | +893.425 $ | +79,2 % | 1.127.395 $ | +326.455 $ | +40,8 % | 800.940 $ | +489.885 $ | +157,5 % | 311.055 $ | ||
| Compass Advisory Group LLC | 2.018.989 $ | +215.161 $ | +11,9 % | 1.803.828 $ | +159.227 $ | +9,7 % | 1.644.601 $ | +337.558 $ | +25,8 % | 1.307.043 $ | +97.294 $ | +8,0 % |
| Integrity Investment Advisors, LLC | 1.556.399 $ | -441.998 $ | -22,1 % | 1.998.397 $ | +598.150 $ | +42,7 % | 1.400.247 $ | +60.080 $ | +4,5 % | 1.340.167 $ | -14.515 $ | -1,1 % |
| STEPHENS INC /AR/ | 1.998.340 $ | +1.467.355 $ | +276,3 % | 530.985 $ | ||||||||
| Allodium Investment Consultants, LLC | 1.453.596 $ | -527.939 $ | -26,6 % | 1.981.535 $ | +47.953 $ | +2,5 % | 1.933.582 $ | +315.319 $ | +19,5 % | 1.618.263 $ | +458.174 $ | +39,5 % |
| IAM Advisory, LLC | 1.977.823 $ | +377.508 $ | +23,6 % | 1.600.315 $ | +17.471 $ | +1,1 % | 1.582.844 $ | -21.862 $ | -1,4 % | 1.604.706 $ | +171.049 $ | +11,9 % |
| Waverly Advisors, LLC | 1.934.522 $ | +129.720 $ | +7,2 % | 1.804.802 $ | +374.109 $ | +26,1 % | 1.430.693 $ | -7.979 $ | -0,6 % | 1.438.672 $ | +287.845 $ | +25,0 % |
| PFG Advisors | 1.916.286 $ | +549.828 $ | +40,2 % | 1.366.458 $ | +129.959 $ | +10,5 % | 1.236.499 $ | +139.177 $ | +12,7 % | 1.097.322 $ | ||
| Sovereign Financial Group, Inc. | 1.891.147 $ | +99.892 $ | +5,6 % | 1.791.255 $ | +17.049 $ | +1,0 % | 1.774.206 $ | +57.263 $ | +3,3 % | 1.716.943 $ | +114.333 $ | +7,1 % |
| Arax Advisory Partners | 1.876.355 $ | +199.778 $ | +11,9 % | 1.676.577 $ | +160.141 $ | +10,6 % | 1.516.436 $ | -24.019 $ | -1,6 % | 1.540.455 $ | +202.616 $ | +15,1 % |
| Blom & Howell Financial Planning, Inc. | 1.875.856 $ | +491.159 $ | +35,5 % | 1.384.697 $ | +190.179 $ | +15,9 % | 1.194.518 $ | |||||
| Sunesis Advisors, LLC | 1.875.349 $ | +795.781 $ | +73,7 % | 1.079.568 $ | -4.644 $ | -0,4 % | 1.084.212 $ | -3.735 $ | -0,3 % | 1.087.947 $ | ||
| WealthCare Investment Partners, LLC | 1.872.712 $ | +924.379 $ | +97,5 % | 948.333 $ | +555.930 $ | +141,7 % | 392.403 $ | +83.509 $ | +27,0 % | 308.894 $ | +94.568 $ | +44,1 % |
| MB Generational Wealth, LLC | 1.862.078 $ | +1.441.942 $ | +343,2 % | 420.136 $ | +103.019 $ | +32,5 % | 317.117 $ | +92.882 $ | +41,4 % | 224.235 $ | ||
| Laurel Wealth Advisors LLC | 1.852.839 $ | +54.893 $ | +3,1 % | 1.797.946 $ | +326.908 $ | +22,2 % | 1.471.038 $ | -4.522 $ | -0,3 % | 1.475.560 $ | +90.507 $ | +6,5 % |
| NWAM LLC | 570.344 $ | +71.801 $ | +14,4 % | 498.543 $ | -76.189 $ | -13,3 % | 574.732 $ | -1.277.236 $ | -69,0 % | 1.851.968 $ | +395.592 $ | +27,2 % |
| BLB&B Advisors, LLC | 1.808.948 $ | +379.973 $ | +26,6 % | 1.428.975 $ | +42.412 $ | +3,1 % | 1.386.563 $ | -2.505 $ | -0,2 % | 1.389.068 $ | +138.298 $ | +11,1 % |
| Nova Wealth Management, Inc. | 1.795.082 $ | +249.199 $ | +16,1 % | 1.545.883 $ | +53.160 $ | +3,6 % | 1.492.723 $ | -146.968 $ | -9,0 % | 1.639.691 $ | -49.467 $ | -2,9 % |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 1.791.870 $ | +423.547 $ | +31,0 % | 1.368.323 $ | +695.693 $ | +103,4 % | 672.630 $ | -115.352 $ | -14,6 % | 787.982 $ | +444.820 $ | +129,6 % |
| Modern Wealth Management, LLC | 946.682 $ | -827.580 $ | -46,6 % | 1.774.262 $ | +118.008 $ | +7,1 % | 1.656.254 $ | +437.534 $ | +35,9 % | |||
| Whitegate Investment Counselors, Inc. | 1.249.152 $ | -508.661 $ | -28,9 % | 1.757.813 $ | -7.561 $ | -0,4 % | 1.765.374 $ | -6.083 $ | -0,3 % | 1.771.457 $ | +17.294 $ | +1,0 % |
| FIFTH THIRD BANCORP | 1.770.476 $ | +267.097 $ | +17,8 % | 1.503.379 $ | ||||||||
| Single Point Partners, LLC | 1.759.686 $ | +186.291 $ | +11,8 % | 1.573.395 $ | +96.804 $ | +6,6 % | 1.476.591 $ | +67.305 $ | +4,8 % | 1.409.286 $ | +26.286 $ | +1,9 % |
| Seed Wealth Management, Inc. | 1.758.209 $ | +267.717 $ | +18,0 % | 1.490.492 $ | +42.573 $ | +2,9 % | 1.447.919 $ | +42.079 $ | +3,0 % | 1.405.840 $ | -220.656 $ | -13,6 % |
| Certus Wealth Management, LLC | 1.739.687 $ | +104.025 $ | +6,4 % | |||||||||
| Madison Wealth Partners, Inc | 1.727.662 $ | |||||||||||
| JANE STREET GROUP, LLC | 811.906 $ | -520.884 $ | -39,1 % | 1.332.790 $ | -391.235 $ | -22,7 % | 1.724.025 $ | +753.261 $ | +77,6 % | 970.764 $ | -9.069.381 $ | -90,3 % |
| Envestnet Portfolio Solutions, Inc. | 1.331.387 $ | +166.006 $ | +14,2 % | 1.165.381 $ | -523.012 $ | -31,0 % | 1.688.393 $ | +109.384 $ | +6,9 % | 1.579.009 $ | +261.848 $ | +19,9 % |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 1.670.978 $ | +252.849 $ | +17,8 % | 1.418.129 $ | +166.884 $ | +13,3 % | 1.251.245 $ | |||||
| Global Retirement Partners, LLC | 1.662.400 $ | +280.331 $ | +20,3 % | 1.382.069 $ | +325.374 $ | +30,8 % | 1.056.695 $ | +140.156 $ | +15,3 % | |||
| COMERICA BANK | 1.649.196 $ | -1.317 $ | -0,1 % | 1.650.513 $ | +115.976 $ | +7,6 % | ||||||
| BANK OF MONTREAL /CAN/ | 1.611.473 $ | +139.681 $ | +9,5 % | 1.471.792 $ | +88.749 $ | +6,4 % | 1.383.043 $ | +168.253 $ | +13,9 % | 1.214.790 $ | +83.859 $ | +7,4 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 1.569.701 $ | -31.515 $ | -2,0 % | 1.601.216 $ | +92.370 $ | +6,1 % | 1.508.846 $ | +171.036 $ | +12,8 % | 1.337.810 $ | +11.972 $ | +0,9 % |
| Glass Jacobson Investment Advisors llc | 1.599.377 $ | +103.276 $ | +6,9 % | 1.496.101 $ | +26.174 $ | +1,8 % | 1.469.927 $ | +28.630 $ | +2,0 % | 1.441.297 $ | +118.425 $ | +9,0 % |
| EverSource Wealth Advisors, LLC | 601.509 $ | -39.405 $ | -6,1 % | 640.914 $ | -956.704 $ | -59,9 % | 1.597.618 $ | +269.014 $ | +20,2 % | 1.328.604 $ | +424.604 $ | +47,0 % |
| BENJAMIN EDWARDS INC | 1.589.842 $ | +887.392 $ | +126,3 % | 702.450 $ | ||||||||
| Essex Financial Services, Inc. | 1.587.411 $ | +553.755 $ | +53,6 % | 1.033.656 $ | +9.894 $ | +1,0 % | 1.023.762 $ | +243.482 $ | +31,2 % | 780.280 $ | -92.924 $ | -10,6 % |
| Gutierrez Wealth Advisory, LLC | 849.392 $ | +6.085 $ | +0,7 % | 843.307 $ | -461 $ | -0,1 % | 843.768 $ | -733.396 $ | -46,5 % | 1.577.164 $ | +25.280 $ | +1,6 % |
| Belpointe Asset Management LLC | 873.657 $ | -700.986 $ | -44,5 % | 1.574.643 $ | +124.150 $ | +8,6 % | 1.450.493 $ | +763.058 $ | +111,0 % | 687.435 $ | +468.733 $ | +214,3 % |
| CoreFirst Bank & Trust | 1.311.973 $ | +122.828 $ | +10,3 % | 1.189.145 $ | -227.485 $ | -16,1 % | 1.416.630 $ | -155.556 $ | -9,9 % | 1.572.186 $ | +254.206 $ | +19,3 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.565.123 $ | +97.891 $ | +6,7 % | 1.467.232 $ | +48.716 $ | +3,4 % | 1.418.516 $ | +135.303 $ | +10,5 % | 1.283.213 $ | +203.783 $ | +18,9 % |
| JPMORGAN CHASE & CO | 1.558.868 $ | +789.465 $ | +102,6 % | 769.403 $ | +337.178 $ | +78,0 % | 432.225 $ | -837.223 $ | -66,0 % | 1.269.448 $ | +916.275 $ | +259,4 % |
| Kathleen S. Wright Associates Inc. | 1.545.183 $ | +41.326 $ | +2,7 % | |||||||||
| FIRST MANHATTAN CO. LLC. | 1.475.753 $ | +182.583 $ | +14,1 % | 1.293.170 $ | +25.894 $ | +2,0 % | 1.267.276 $ | +54.220 $ | +4,5 % | 1.213.056 $ | -143.883 $ | -10,6 % |
| Long Island Wealth Management, Inc. | 1.466.342 $ | +307.412 $ | +26,5 % | 1.158.930 $ | +34.777 $ | +3,1 % | 1.124.153 $ | +125.341 $ | +12,5 % | 998.812 $ | +150.727 $ | +17,8 % |
| GEN Financial Management, INC. | 1.451.931 $ | +54.075 $ | +3,9 % | 1.397.856 $ | ||||||||
| Wealth High Governance Asset Management Ltda. | 1.447.657 $ | |||||||||||
| CARDIFF PARK ADVISORS, LLC | 1.300.314 $ | -98.250 $ | -7,0 % | 1.398.564 $ | -35.131 $ | -2,5 % | 1.433.695 $ | -4.671 $ | -0,3 % | 1.438.366 $ | -12.604 $ | -0,9 % |
| Creative Planning | 1.340.210 $ | -97.089 $ | -6,8 % | 1.437.299 $ | +520.366 $ | +56,8 % | 916.933 $ | +42.997 $ | +4,9 % | 873.936 $ | +58.180 $ | +7,1 % |
| CreativeOne Wealth, LLC | 1.421.890 $ | +520.179 $ | +57,7 % | 901.711 $ | +419.761 $ | +87,1 % | 481.950 $ | |||||
| Centric Wealth Management | 1.417.504 $ | |||||||||||
| RHS Financial, LLC | 1.409.920 $ | +425.659 $ | +43,2 % | 984.261 $ | +127.101 $ | +14,8 % | 857.160 $ | +183.256 $ | +27,2 % | 673.904 $ | +458.439 $ | +212,8 % |
| Belvedere Trading LLC | 474.069 $ | -905.631 $ | -65,6 % | 1.379.700 $ | ||||||||
| WHITTIER TRUST CO | 1.373.170 $ | +141.793 $ | +11,5 % | 1.231.377 $ | -1.332 $ | -0,1 % | 1.232.709 $ | +69.787 $ | +6,0 % | 1.162.922 $ | +103.783 $ | +9,8 % |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1.366.453 $ | +126.925 $ | +10,2 % | 1.239.528 $ | +58.885 $ | +5,0 % | 1.180.643 $ | -23.518 $ | -2,0 % | 1.204.161 $ | +22.638 $ | +1,9 % |
| McNaughton Wealth Management, LLC | 1.364.848 $ | +863.598 $ | +172,3 % | 501.250 $ | +212.269 $ | +73,5 % | 288.981 $ | |||||
| TD Waterhouse Canada Inc. | 961.847 $ | +13.691 $ | +1,4 % | 948.156 $ | -408.904 $ | -30,1 % | 1.357.060 $ | +1.348.075 $ | +15.003,6 % | 8.985 $ | +704 $ | +8,5 % |
| Visionary Wealth Advisors | 1.349.609 $ | +98.588 $ | +7,9 % | 1.251.021 $ | -6.565 $ | -0,5 % | 1.257.586 $ | -11.485 $ | -0,9 % | 1.269.071 $ | -44.485 $ | -3,4 % |
| URS Advisory LLC | 1.338.662 $ | +419.006 $ | +45,6 % | 919.656 $ | +159.882 $ | +21,0 % | 759.774 $ | |||||
| CENTAURUS FINANCIAL, INC. | 983.000 $ | -351.000 $ | -26,3 % | 1.334.000 $ | +92.000 $ | +7,4 % | 1.242.000 $ | +123.000 $ | +11,0 % | |||
| SILVER OAK SECURITIES, INCORPORATED | 1.327.137 $ | +426.119 $ | +47,3 % | 901.018 $ | +226.363 $ | +33,6 % | 674.655 $ | +98.297 $ | +17,1 % | 576.358 $ | +317.196 $ | +122,4 % |
| HRT FINANCIAL LP | 1.324.000 $ | +415.000 $ | +45,7 % | 909.000 $ | ||||||||
| Sound Portfolio Advisors, LLC | 1.304.062 $ | +899.502 $ | +222,3 % | 404.560 $ | ||||||||
| Tribridge Partners Financial LLC | 1.293.699 $ | +136.161 $ | +11,8 % | 1.157.538 $ | +125.231 $ | +12,1 % | 1.032.307 $ | +234.941 $ | +29,5 % | 797.366 $ | +477.366 $ | +149,2 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.288.969 $ | +357.671 $ | +38,4 % | 931.298 $ | +57.094 $ | +6,5 % | 874.204 $ | +109.738 $ | +14,4 % | 764.466 $ | +94.398 $ | +14,1 % |
| Hara Capital LLC | 1.272.787 $ | +248.270 $ | +24,2 % | 1.024.517 $ | +606.791 $ | +145,3 % | 417.726 $ | +276.794 $ | +196,4 % | 140.932 $ | +18.610 $ | +15,2 % |
| Harbor Asset Planning, Inc. | 1.262.854 $ | +445.916 $ | +54,6 % | 816.938 $ | +439.876 $ | +116,7 % | 377.062 $ | +17.806 $ | +5,0 % | 359.256 $ | +48.022 $ | +15,4 % |
| IFP Advisors, Inc | 1.260.049 $ | +1.096.427 $ | +670,1 % | 163.622 $ | +14.032 $ | +9,4 % | 149.590 $ | +2.114 $ | +1,4 % | 147.476 $ | +271 $ | +0,2 % |
| SwitchPoint Financial Planning, LLC | 1.258.991 $ | +55.327 $ | +4,6 % | 1.203.664 $ | -14.442 $ | -1,2 % | 1.218.106 $ | +17.342 $ | +1,4 % | |||
| BURNEY CO/ | 988.684 $ | +81.762 $ | +9,0 % | 906.922 $ | -337.473 $ | -27,1 % | 1.244.395 $ | +106.402 $ | +9,3 % | 1.137.993 $ | -360.111 $ | -24,0 % |
| Per Stirling Capital Management, LLC. | 1.223.014 $ | +100.057 $ | +8,9 % | 1.122.957 $ | +197.812 $ | +21,4 % | 925.145 $ | +283.833 $ | +44,3 % | 641.312 $ | +6.260 $ | +1,0 % |
| Odyssey Capital Advisors, Inc. | 1.214.800 $ | +225.759 $ | +22,8 % | 989.041 $ | -82.407 $ | -7,7 % | 1.071.448 $ | |||||
| Alhambra Investment Management LLC | 1.185.327 $ | +93.015 $ | +8,5 % | 1.092.312 $ | -4.698 $ | -0,4 % | 1.097.010 $ | -3.780 $ | -0,3 % | 1.100.790 $ | +313.536 $ | +39,8 % |
| FLOW TRADERS U.S. LLC | 496.000 $ | -687.000 $ | -58,1 % | 1.183.000 $ | +40.000 $ | +3,5 % | ||||||
| GSG Advisors LLC | 1.182.795 $ | +186.769 $ | +18,8 % | 996.026 $ | -5.435 $ | -0,5 % | 1.001.461 $ | +8.146 $ | +0,8 % | 993.315 $ | +68.472 $ | +7,4 % |
| Compass Financial Group, INC/SD | 1.049.700 $ | -25.970 $ | -2,4 % | 1.075.670 $ | -32.398 $ | -2,9 % | 1.108.068 $ | -73.584 $ | -6,2 % | 1.181.652 $ | +14.589 $ | +1,3 % |
| PRINCIPAL SECURITIES, INC. | 1.176.837 $ | +447.605 $ | +61,4 % | 729.232 $ | +17.822 $ | +2,5 % | 711.410 $ | -138.631 $ | -16,3 % | 850.041 $ | +97.815 $ | +13,0 % |
| Meridian Wealth Management, LLC | 202.620 $ | -965.951 $ | -82,7 % | 1.168.571 $ | +701.326 $ | +150,1 % | 467.245 $ | |||||
| Zhang Financial LLC | 1.161.121 $ | +526.285 $ | +82,9 % | 634.836 $ | ||||||||
| Stonehearth Capital Management, LLC | 1.107.185 $ | -43.829 $ | -3,8 % | 1.151.014 $ | +8.789 $ | +0,8 % | 1.142.225 $ | +23.892 $ | +2,1 % | 1.118.333 $ | +74.756 $ | +7,2 % |
| TAGStone Capital, Inc. | 912.726 $ | +41.526 $ | +4,8 % | 871.200 $ | -182.411 $ | -17,3 % | 1.053.611 $ | -81.661 $ | -7,2 % | 1.135.272 $ | -312.713 $ | -21,6 % |
| BLAIR WILLIAM & CO/IL | 981.962 $ | -84.565 $ | -7,9 % | 1.066.527 $ | -62.999 $ | -5,6 % | 1.129.526 $ | +215.511 $ | +23,6 % | 914.015 $ | -198.434 $ | -17,8 % |
| Clark Asset Management, LLC | 1.123.740 $ | +139.909 $ | +14,2 % | 983.831 $ | +28.535 $ | +3,0 % | 955.296 $ | +46.657 $ | +5,1 % | 908.639 $ | +71.753 $ | +8,6 % |
| Elevation Capital Advisory, LLC | 1.119.332 $ | |||||||||||
| Ballast Rock Private Wealth LLC | 1.105.089 $ | -4.743 $ | -0,4 % | 1.109.832 $ | -4.315 $ | -0,4 % | 1.114.147 $ | |||||
| Allworth Financial LP | 1.112.737 $ | +453.997 $ | +68,9 % | 658.740 $ | +210.681 $ | +47,0 % | 448.059 $ | +146.600 $ | +48,6 % | 301.459 $ | +28.404 $ | +10,4 % |
| Vise Technologies, Inc. | 1.101.258 $ | +0 $ | +0,0 % | 1.101.258 $ | +785.890 $ | +249,2 % | 315.368 $ | |||||
| KING LUTHER CAPITAL MANAGEMENT CORP | 1.093.135 $ | +1.834 $ | +0,2 % | 1.091.301 $ | -4.693 $ | -0,4 % | 1.095.994 $ | -3.777 $ | -0,3 % | 1.099.771 $ | +10.736 $ | +1,0 % |
| Planning Center, Inc. | 1.030.221 $ | -48.336 $ | -4,5 % | 1.078.557 $ | -4.639 $ | -0,4 % | 1.083.196 $ | -3.732 $ | -0,3 % | 1.086.928 $ | +10.610 $ | +1,0 % |
| Rockingstone Advisors LLC | 1.066.766 $ | +99.324 $ | +10,3 % | 967.442 $ | +12.488 $ | +1,3 % | 954.954 $ | +50.440 $ | +5,6 % | 904.514 $ | +186.788 $ | +26,0 % |
| United Advisor Group, LLC | 1.059.159 $ | +202.173 $ | +23,6 % | 856.986 $ | +13.558 $ | +1,6 % | 843.428 $ | +2.431 $ | +0,3 % | 840.997 $ | +271.163 $ | +47,6 % |
| Congress Park Capital LLC | 1.013.100 $ | +203.980 $ | +25,2 % | 809.120 $ | +301.245 $ | +59,3 % | 507.875 $ | |||||
| Bridgewealth Advisory Group, LLC | 883.626 $ | -40.288 $ | -4,4 % | 923.914 $ | -8.748 $ | -0,9 % | 932.662 $ | -64.368 $ | -6,5 % | 997.030 $ | +19.826 $ | +2,0 % |
| SCS Capital Management LLC | 711.735 $ | +99.797 $ | +16,3 % | 611.938 $ | +250.705 $ | +69,4 % | 361.233 $ | -632.262 $ | -63,6 % | 993.495 $ | -110.766 $ | -10,0 % |
| MARIPAU WEALTH MANAGEMENT LLC | 992.468 $ | +372.882 $ | +60,2 % | 619.586 $ | +131.843 $ | +27,0 % | 487.743 $ | +153.144 $ | +45,8 % | 334.599 $ | +127.359 $ | +61,5 % |
| Ethos Financial Group, LLC | 986.317 $ | |||||||||||
| Wealthcare Advisory Partners LLC | 875.492 $ | +162.562 $ | +22,8 % | 712.930 $ | -271.344 $ | -27,6 % | 984.274 $ | +38.712 $ | +4,1 % | 945.562 $ | +248.114 $ | +35,6 % |
| GUYASUTA INVESTMENT ADVISORS INC | 979.030 $ | |||||||||||
| Capital Group Private Client Services, Inc. | 951.200 $ | |||||||||||
| Rothschild Wealth LLC | 947.958 $ | +1.591 $ | +0,2 % | 946.367 $ | -4.070 $ | -0,4 % | 950.437 $ | |||||
| Redwood Family Wealth LLC | 922.937 $ | +183.812 $ | +24,9 % | 739.125 $ | +7.402 $ | +1,0 % | 731.723 $ | |||||
| Wedmont Private Capital | 920.352 $ | +116.053 $ | +14,4 % | 804.299 $ | ||||||||
| CVA Family Office, LLC | 907.231 $ | -6.468 $ | -0,7 % | 913.699 $ | +536.348 $ | +142,1 % | 377.351 $ | +20.308 $ | +5,7 % | 357.043 $ | +3.485 $ | +1,0 % |
| AE Wealth Management LLC | 902.251 $ | +76.830 $ | +9,3 % | 825.421 $ | +268.063 $ | +48,1 % | 557.358 $ | |||||
| Three Arch Wealth Management LLC | 888.419 $ | +10.977 $ | +1,3 % | 877.442 $ | +190 $ | +0,0 % | 877.252 $ | |||||
| Alesco Advisors, LLC, An ESL Co | 868.745 $ | +334.250 $ | +62,5 % | 534.495 $ | +52.965 $ | +11,0 % | 481.530 $ | |||||
| STONE LOFT WEALTH MANAGEMENT LLC | 830.442 $ | -29.225 $ | -3,4 % | 859.667 $ | +458.037 $ | +114,0 % | 401.630 $ | |||||
| Fortis Advisors, LLC | 859.487 $ | +38.662 $ | +4,7 % | 820.825 $ | -894.052 $ | -52,1 % | ||||||
| Main Street Financial Solutions, LLC | 838.100 $ | +247.341 $ | +41,9 % | 590.759 $ | +64.905 $ | +12,3 % | 525.854 $ | +75.651 $ | +16,8 % | 450.203 $ | -13.873 $ | -3,0 % |
| Fortune Financial Advisors, LLC | 834.743 $ | +68.320 $ | +8,9 % | 766.423 $ | +48.634 $ | +6,8 % | 717.789 $ | +268.452 $ | +59,7 % | 449.337 $ | ||
| Physician Wealth Solutions Inc. | 828.650 $ | +8.089 $ | +1,0 % | |||||||||
| National Philanthropic Trust | 827.950 $ | +102.380 $ | +14,1 % | 725.570 $ | -20.309 $ | -2,7 % | 745.879 $ | |||||
| MELFA WEALTH MANAGEMENT, INC. | 827.584 $ | +53.617 $ | +6,9 % | 773.967 $ | +16.808 $ | +2,2 % | 757.159 $ | +23.102 $ | +3,1 % | 734.057 $ | +266.149 $ | +56,9 % |
| L2 Asset Management, LLC | 827.399 $ | |||||||||||
| J.W. COLE ADVISORS, INC. | 819.335 $ | +618.931 $ | +308,8 % | 200.404 $ | -368.144 $ | -64,8 % | ||||||
| Baird Financial Group, Inc. | 815.122 $ | +571.071 $ | +234,0 % | 244.051 $ | -153.006 $ | -38,5 % | 397.057 $ | |||||
| Essex Bank | 810.636 $ | +557.727 $ | +220,5 % | 252.909 $ | -871 $ | -0,3 % | 253.780 $ | +2.465 $ | +1,0 % | |||
| HEADINVEST, LLC | 803.794 $ | +1.349 $ | +0,2 % | 802.445 $ | -3.451 $ | -0,4 % | 805.896 $ | -2.777 $ | -0,3 % | 808.673 $ | +7.894 $ | +1,0 % |
| Integrity Advisory Solutions, LLC | 801.666 $ | +1.345 $ | +0,2 % | 800.321 $ | ||||||||
| Dynamic Advisor Solutions LLC | 799.336 $ | +136.101 $ | +20,5 % | 663.235 $ | +50.474 $ | +8,2 % | 612.761 $ | +100.195 $ | +19,5 % | 512.566 $ | +238.716 $ | +87,2 % |
| Delos Wealth Advisors, LLC | 256.619 $ | -537.533 $ | -67,7 % | 794.152 $ | ||||||||
| Diversify Advisory Services, LLC | 786.845 $ | +28.306 $ | +3,7 % | 758.539 $ | +44.343 $ | +6,2 % | 714.196 $ | +148.556 $ | +26,3 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 786.845 $ | +31.658 $ | +4,2 % | 755.187 $ | ||||||||
| World Investment Advisors | 785.726 $ | +307.811 $ | +64,4 % | 477.915 $ | +22.190 $ | +4,9 % | 455.725 $ | +8.826 $ | +2,0 % | |||
| Breakwater Capital Group | 776.475 $ | +37.350 $ | +5,1 % | 739.125 $ | +195.401 $ | +35,9 % | 543.724 $ | |||||
| Interchange Capital Partners, LLC | 774.304 $ | +70.137 $ | +10,0 % | 704.167 $ | -20.169 $ | -2,8 % | 724.336 $ | -5.211 $ | -0,7 % | 729.547 $ | +17.101 $ | +2,4 % |
| LAZARI CAPITAL MANAGEMENT, INC. | 769.376 $ | +161.640 $ | +26,6 % | 607.736 $ | +18.056 $ | +3,1 % | 589.680 $ | -71.928 $ | -10,9 % | 661.608 $ | +42.089 $ | +6,8 % |
| Thrive Wealth Management, LLC | 759.116 $ | +77.331 $ | +11,3 % | 681.785 $ | -2.932 $ | -0,4 % | 684.717 $ | -2.359 $ | -0,3 % | 687.076 $ | +204.631 $ | +42,4 % |
| Virtus Family Office LLC | 756.514 $ | +291.358 $ | +62,6 % | 465.156 $ | +13.806 $ | +3,1 % | 451.350 $ | +105.137 $ | +30,4 % | 346.213 $ | ||
| Parkside Financial Bank & Trust | 746.479 $ | +8.791 $ | +1,2 % | 737.688 $ | +15.697 $ | +2,2 % | 721.991 $ | +32.929 $ | +4,8 % | |||
| Glenmede Investment Management, LP | 741.007 $ | |||||||||||
| Arrowroot Family Office, LLC | 737.107 $ | +104.035 $ | +16,4 % | 633.072 $ | -2.183 $ | -0,3 % | 635.255 $ | +1.759 $ | +0,3 % | 633.496 $ | +72.802 $ | +13,0 % |
| Soltis Investment Advisors LLC | 371.778 $ | -214.536 $ | -36,6 % | 586.314 $ | -149.723 $ | -20,3 % | 736.037 $ | |||||
| Tower Research Capital LLC (TRC) | 733.749 $ | +475.032 $ | +183,6 % | 258.717 $ | +138.833 $ | +115,8 % | 119.884 $ | -675.587 $ | -84,9 % | |||
| VSM Wealth Advisory, LLC | 731.114 $ | +58.752 $ | +8,7 % | 672.362 $ | +43.955 $ | +7,0 % | 628.407 $ | +126.949 $ | +25,3 % | |||
| WealthSpring Partners, LLC | 730.931 $ | +2.038 $ | +0,3 % | 728.893 $ | ||||||||
| Physician Wealth Advisors, Inc. | 723.326 $ | +58.513 $ | +8,8 % | 664.813 $ | +17.314 $ | +2,7 % | 647.499 $ | +14.339 $ | +2,3 % | 633.160 $ | +19.793 $ | +3,2 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 721.554 $ | +156.704 $ | +27,7 % | 564.850 $ | -4.288 $ | -0,8 % | 569.138 $ | +311.176 $ | +120,6 % | 257.962 $ | -211.109 $ | -45,0 % |
| Rockbridge Investment Management, LCC | 714.251 $ | -3.072 $ | -0,4 % | 717.323 $ | +257.743 $ | +56,1 % | 459.580 $ | |||||
| RCS Financial Planning, LLC | 674.309 $ | +1.131 $ | +0,2 % | 673.178 $ | -36.821 $ | -5,2 % | 709.999 $ | -2.447 $ | -0,3 % | 712.446 $ | +6.955 $ | +1,0 % |
| Manuka Financial, LLC | 710.994 $ | +89.286 $ | +14,4 % | 621.708 $ | -1.048 $ | -0,2 % | 622.756 $ | |||||
| CWM, LLC | 706.175 $ | -2.825 $ | -0,4 % | 709.000 $ | +672.000 $ | +1.816,2 % | 37.000 $ | -1.122.000 $ | -96,8 % | |||
| Avidian Wealth Enterprises, LLC | 706.029 $ | +342.734 $ | +94,3 % | 363.295 $ | -103.126 $ | -22,1 % | 466.421 $ | -1.369 $ | -0,3 % | 467.790 $ | +105.249 $ | +29,0 % |
| EnRich Financial Partners LLC | 691.542 $ | +958 $ | +0,1 % | 690.584 $ | -8.388 $ | -1,2 % | 698.972 $ | -4.752 $ | -0,7 % | 703.724 $ | +1.419 $ | +0,2 % |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 213.156 $ | -484.305 $ | -69,4 % | 697.461 $ | +310.257 $ | +80,1 % | 387.204 $ | |||||
| Bridgewater Advisors Inc. | 682.691 $ | -10.603 $ | -1,5 % | 693.294 $ | +3.806 $ | +0,6 % | 689.488 $ | +1.224 $ | +0,2 % | |||
| Parallel Advisors, LLC | 690.511 $ | +62.519 $ | +10,0 % | 627.992 $ | +18.033 $ | +3,0 % | 609.959 $ | -29.517 $ | -4,6 % | 639.476 $ | +18.542 $ | +3,0 % |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 689.921 $ | |||||||||||
| Westmount Partners, LLC | 687.449 $ | |||||||||||
| Integrity Wealth Solutions LLC | 639.551 $ | -40.380 $ | -5,9 % | 679.931 $ | +23.877 $ | +3,6 % | 656.054 $ | +256 $ | +0,0 % | 655.798 $ | -6.669 $ | -1,0 % |
| Arbor Investment Advisors, LLC | 673.104 $ | +1.130 $ | +0,2 % | 671.974 $ | -2.890 $ | -0,4 % | 674.864 $ | |||||
| Cornerstone Financial Management LLC | 599.958 $ | +23.763 $ | +4,1 % | 576.195 $ | -88.613 $ | -13,3 % | 664.808 $ | |||||
| Modera Wealth Management, LLC | 664.217 $ | +397.332 $ | +148,9 % | 266.885 $ | +7.491 $ | +2,9 % | 259.394 $ | -22.662 $ | -8,0 % | 282.056 $ | +19.113 $ | +7,3 % |
| Directional Asset Management | 427.785 $ | -234.878 $ | -35,4 % | 662.663 $ | +55.597 $ | +9,2 % | 607.066 $ | |||||
| Valley Financial Group, Inc. | 661.048 $ | +148.976 $ | +29,1 % | 512.072 $ | +166.819 $ | +48,3 % | 345.253 $ | +65.367 $ | +23,4 % | 279.886 $ | +57.537 $ | +25,9 % |
| BridgePort Financial Solutions, LLC | 653.664 $ | -7.121 $ | -1,1 % | 660.785 $ | +24.382 $ | +3,8 % | 636.403 $ | +76.484 $ | +13,7 % | |||
| PFG Private Wealth Management, LLC | 655.798 $ | |||||||||||
| Arkadios Wealth Advisors | 632.009 $ | +166.262 $ | +35,7 % | 465.747 $ | +35.622 $ | +8,3 % | 430.125 $ | +19.728 $ | +4,8 % | 410.397 $ | +40.859 $ | +11,1 % |
| Stratos Wealth Partners, LTD. | 210.725 $ | -416.343 $ | -66,4 % | 627.068 $ | ||||||||
| R2 Capital Strategies, LLC | 623.563 $ | |||||||||||
| Coquina Private Wealth LLC | 618.739 $ | +108.518 $ | +21,3 % | 510.221 $ | +14.791 $ | +3,0 % | 495.430 $ | |||||
| Ameritas Advisory Services, LLC | 618.027 $ | +364.103 $ | +143,4 % | 253.924 $ | +5.801 $ | +2,3 % | 248.123 $ | -9.902 $ | -3,8 % | 258.025 $ | -299.654 $ | -53,7 % |
| PARTNERS WEALTH MANAGEMENT, LLC | 607.548 $ | +126.929 $ | +26,4 % | 480.619 $ | +9.484 $ | +2,0 % | 471.135 $ | +6.991 $ | +1,5 % | 464.144 $ | +112.907 $ | +32,1 % |
| Strategic Blueprint, LLC | 606.961 $ | -973.071 $ | -61,6 % | |||||||||
| Hurlow Wealth Management Group, Inc. | 606.138 $ | +110.957 $ | +22,4 % | 495.181 $ | +115.189 $ | +30,3 % | 379.992 $ | +73.300 $ | +23,9 % | 306.692 $ | ||
| PACIFIC SUN FINANCIAL CORP | 604.905 $ | +127.081 $ | +26,6 % | 477.824 $ | +68.700 $ | +16,8 % | 409.124 $ | +21.887 $ | +5,7 % | 387.237 $ | +36.844 $ | +10,5 % |
| Robertson Stephens Wealth Management, LLC | 603.284 $ | +276.011 $ | +84,3 % | 327.273 $ | +38.546 $ | +13,4 % | 288.727 $ | -21.041 $ | -6,8 % | 309.768 $ | +56.832 $ | +22,5 % |
| CoreCap Advisors, LLC | 598.539 $ | +72.920 $ | +13,9 % | 525.619 $ | +37.957 $ | +7,8 % | 487.662 $ | +868 $ | +0,2 % | 486.794 $ | +6.973 $ | +1,5 % |
| BIP Wealth, LLC | 523.738 $ | +15.770 $ | +3,1 % | 507.968 $ | -78.421 $ | -13,4 % | 586.389 $ | |||||
| Apollon Financial, LLC | 586.024 $ | +25.792 $ | +4,6 % | 560.232 $ | +1.597 $ | +0,3 % | 558.635 $ | -4.020 $ | -0,7 % | 562.655 $ | +63.840 $ | +12,8 % |
| UPTICK PARTNERS, LLC | 584.871 $ | +233.211 $ | +66,3 % | 351.660 $ | ||||||||
| Symmetry Partners, LLC | 580.000 $ | +115.464 $ | +24,9 % | 464.536 $ | +54.173 $ | +13,2 % | 410.363 $ | |||||
| First Heartland Consultants, Inc. | 507.259 $ | -69.441 $ | -12,0 % | 576.700 $ | +11.029 $ | +1,9 % | 565.671 $ | +16.703 $ | +3,0 % | 548.968 $ | +44.823 $ | +8,9 % |
| Summit Financial, LLC | 575.129 $ | +206.720 $ | +56,1 % | 368.409 $ | +80 $ | +0,0 % | 368.329 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 436.513 $ | +71.753 $ | +19,7 % | 364.760 $ | -205.922 $ | -36,1 % | 570.682 $ | +56.341 $ | +11,0 % | 514.341 $ | -777.817 $ | -60,2 % |
| Elser Financial Planning, Inc | 569.160 $ | +170.498 $ | +42,8 % | 398.662 $ | -2.051 $ | -0,5 % | 400.713 $ | +185.541 $ | +86,2 % | 215.172 $ | ||
| Crews Bank & Trust | 552.140 $ | +927 $ | +0,2 % | 551.213 $ | -2.371 $ | -0,4 % | 553.584 $ | -12.100 $ | -2,1 % | 565.684 $ | +5.522 $ | +1,0 % |
| Security Financial Services, INC. | 561.237 $ | +55.658 $ | +11,0 % | 505.579 $ | -59.359 $ | -10,5 % | 564.938 $ | +10.062 $ | +1,8 % | 554.876 $ | +34.893 $ | +6,7 % |
| FLAGSHIP WEALTH ADVISORS, LLC | 561.398 $ | +173.228 $ | +44,6 % | 388.170 $ | -42.143 $ | -9,8 % | 430.313 $ | -777 $ | -0,2 % | 431.090 $ | +42.920 $ | +11,1 % |
| XML Financial, LLC | 432.188 $ | +725 $ | +0,2 % | 431.463 $ | -129.159 $ | -23,0 % | 560.622 $ | +212.548 $ | +61,1 % | 348.074 $ | +3.398 $ | +1,0 % |
| Schiavi & Co LLC | 553.963 $ | |||||||||||
| Eldridge Investment Advisors, Inc. | 553.838 $ | +89.719 $ | +19,3 % | 464.119 $ | +7.133 $ | +1,6 % | 456.986 $ | -504 $ | -0,1 % | 457.490 $ | +4.499 $ | +1,0 % |
| DAVIDSON TRUST CO | 553.413 $ | +116.245 $ | +26,6 % | 437.168 $ | +12.975 $ | +3,1 % | 424.193 $ | -766 $ | -0,2 % | 424.959 $ | ||
| Donalies Financial Planning, LLC | 551.038 $ | +172.179 $ | +45,4 % | 378.859 $ | ||||||||
| Stone Summit Wealth LLC | 534.512 $ | -12.554 $ | -2,3 % | 547.066 $ | +3.538 $ | +0,7 % | 543.528 $ | +151.932 $ | +38,8 % | 391.596 $ | -108.916 $ | -21,8 % |
| Oxbow Advisors, LLC | 372.821 $ | -99.199 $ | -21,0 % | 472.020 $ | -2.031 $ | -0,4 % | 474.051 $ | -71.961 $ | -13,2 % | 546.012 $ | +5.330 $ | +1,0 % |
| Kraft, Davis & Associates, LLC | 524.084 $ | +26.778 $ | +5,4 % | 497.306 $ | -44.934 $ | -8,3 % | 542.240 $ | +12.023 $ | +2,3 % | 530.217 $ | +12.742 $ | +2,5 % |
| Montis Financial, LLC | 538.361 $ | +903 $ | +0,2 % | 537.458 $ | +23.184 $ | +4,5 % | 514.274 $ | +60.096 $ | +13,2 % | 454.178 $ | +4.434 $ | +1,0 % |
| VestGen Advisors, LLC | 534.083 $ | +1.712 $ | +0,3 % | 532.371 $ | ||||||||
| Rehmann Capital Advisory Group | 532.262 $ | +116 $ | +0,0 % | 532.146 $ | ||||||||
| ASSET PLANNING CORPORATION | 525.372 $ | +310.138 $ | +144,1 % | |||||||||
| L.K. Benson & Company, P.C. | 525.042 $ | +3.312 $ | +0,6 % | 521.730 $ | -594 $ | -0,1 % | 522.324 $ | +6.670 $ | +1,3 % | 515.654 $ | +7.537 $ | +1,5 % |
| Quantum Financial Planning Services, Inc. | 514.553 $ | +863 $ | +0,2 % | 513.690 $ | -2.209 $ | -0,4 % | 515.899 $ | -1.778 $ | -0,3 % | 517.677 $ | +5.054 $ | +1,0 % |
| ETF Portfolio Partners, Inc. | 352.979 $ | -1.518 $ | -0,4 % | 354.497 $ | -154.109 $ | -30,3 % | 508.606 $ | +4.965 $ | +1,0 % | |||
| Piscataqua Savings Bank | 506.550 $ | +850 $ | +0,2 % | 505.700 $ | -2.150 $ | -0,4 % | 507.850 $ | +100.170 $ | +24,6 % | 407.680 $ | ||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 507.192 $ | +293.344 $ | +137,2 % | 213.848 $ | ||||||||
| AdvisorNet Financial, Inc | 504.527 $ | +120.649 $ | +31,4 % | 383.878 $ | +52.596 $ | +15,9 % | 331.282 $ | -165.426 $ | -33,3 % | 496.708 $ | +98.760 $ | +24,8 % |
| Lakewood Asset Management LLC | 502.719 $ | +7.840 $ | +1,6 % | |||||||||
| Composition Wealth, LLC | 501.079 $ | |||||||||||
| PARK AVENUE SECURITIES LLC | 474.000 $ | +7.000 $ | +1,5 % | 467.000 $ | -34.000 $ | -6,8 % | 501.000 $ | +44.000 $ | +9,6 % | 457.000 $ | +213.000 $ | +87,3 % |
| Destiny Wealth Partners, LLC | 467.127 $ | -28.413 $ | -5,7 % | 495.540 $ | +23.619 $ | +5,0 % | 471.921 $ | +22.221 $ | +4,9 % | |||
| Perigon Wealth Management, LLC | 493.517 $ | +264.684 $ | +115,7 % | 228.833 $ | ||||||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 244.141 $ | -24.386 $ | -9,1 % | 268.527 $ | -203.726 $ | -43,1 % | 472.253 $ | +201.642 $ | +74,5 % | 270.611 $ | ||
| Capital Square, LLC | 471.979 $ | +69.236 $ | +17,2 % | 402.743 $ | ||||||||
| Sunbelt Securities, Inc. | 456.174 $ | +6.303 $ | +1,4 % | 449.871 $ | +17.501 $ | +4,0 % | 432.370 $ | +67.005 $ | +18,3 % | |||
| TECTONIC ADVISORS LLC | 446.928 $ | -7.479 $ | -1,6 % | 454.407 $ | +6.490 $ | +1,4 % | ||||||
| Slow Capital, Inc. | 453.059 $ | |||||||||||
| Brand Asset Management Group, Inc. | 440.091 $ | |||||||||||
| SigFig Wealth Management, LLC | 437.472 $ | +44.948 $ | +11,5 % | 392.524 $ | +51.540 $ | +15,1 % | 340.984 $ | +13.987 $ | +4,3 % | 326.997 $ | +56.457 $ | +20,9 % |
| Orcam Financial Group | 436.243 $ | +92.310 $ | +26,8 % | 343.933 $ | +10.591 $ | +3,2 % | 333.342 $ | -5 $ | -0,0 % | 333.347 $ | +33.743 $ | +11,3 % |
| Steward Partners Investment Advisory, LLC | 435.391 $ | +294.472 $ | +209,0 % | 140.919 $ | +70.177 $ | +99,2 % | 70.742 $ | +2.268 $ | +3,3 % | 68.474 $ | +22.887 $ | +50,2 % |
| Leonard Rickey Investment Advisors P.L.L.C. | 235.262 $ | -196.150 $ | -45,5 % | 431.412 $ | +4.628 $ | +1,1 % | 426.784 $ | -4.944 $ | -1,1 % | 431.728 $ | +207.614 $ | +92,6 % |
| Compound Planning, Inc. | 419.727 $ | +121.465 $ | +40,7 % | 298.262 $ | ||||||||
| Riverview Trust Co | 419.429 $ | +12.449 $ | +3,1 % | 406.980 $ | -735 $ | -0,2 % | 407.715 $ | -15.994 $ | -3,8 % | |||
| ORSER CAPITAL MANAGEMENT, LLC | 414.436 $ | |||||||||||
| Lake Hills Wealth Management, LLC | 412.534 $ | |||||||||||
| Benson Investment Management Company, Inc. | 411.322 $ | +17.598 $ | +4,5 % | 393.724 $ | ||||||||
| Hanson & Doremus Investment Management | 410.000 $ | +260.000 $ | +173,3 % | 150.000 $ | +0 $ | +0,0 % | 150.000 $ | +1.000 $ | +0,7 % | 149.000 $ | +66.000 $ | +79,5 % |
| Retireful, LLC | 401.146 $ | -49.454 $ | -11,0 % | |||||||||
| CIBC WORLD MARKET INC. | 400.761 $ | +37.314 $ | +10,3 % | 363.447 $ | ||||||||
| Capstone Financial Advisors, Inc. | 396.570 $ | |||||||||||
| Aptus Capital Advisors, LLC | 379.919 $ | -14.162 $ | -3,6 % | 394.081 $ | +112.975 $ | +40,2 % | 281.106 $ | +16.414 $ | +6,2 % | 264.692 $ | +13.147 $ | +5,2 % |
| Foster Group, Inc. | 385.967 $ | +80.773 $ | +26,5 % | 305.194 $ | +11.208 $ | +3,8 % | 293.986 $ | -21.707 $ | -6,9 % | 315.693 $ | +36.349 $ | +13,0 % |
| Clark Wealth Partners | 298.165 $ | +27.152 $ | +10,0 % | 271.013 $ | -112.826 $ | -29,4 % | 383.839 $ | +0 $ | +0,0 % | 383.839 $ | ||
| Portfolio Resources Advisor Group, Inc. | 382.799 $ | |||||||||||
| Financial Plan, Inc. | 382.749 $ | +101.276 $ | +36,0 % | 281.473 $ | +50.390 $ | +21,8 % | 231.083 $ | |||||
| Burk Holdings LLC | 381.027 $ | +57.076 $ | +17,6 % | 323.951 $ | ||||||||
| Smart Money Group LLC | 378.766 $ | +40.784 $ | +12,1 % | 337.982 $ | +5.699 $ | +1,7 % | 332.283 $ | +14.464 $ | +4,6 % | 317.819 $ | +23.930 $ | +8,1 % |
| Cassia Capital Partners, LLC | 378.008 $ | +51.110 $ | +15,6 % | 326.898 $ | +2.844 $ | +0,9 % | 324.054 $ | +9.104 $ | +2,9 % | 314.950 $ | +27.529 $ | +9,6 % |
| STUDIO INVESTMENT MANAGEMENT LLC | 375.884 $ | +74.883 $ | +24,9 % | 301.001 $ | +26.987 $ | +9,8 % | 274.014 $ | +43.320 $ | +18,8 % | 230.694 $ | ||
| Integrated Advisors Network LLC | 375.253 $ | |||||||||||
| Bryn Mawr Trust Advisors, LLC | 372.618 $ | +625 $ | +0,2 % | 371.993 $ | +18.207 $ | +5,1 % | 353.786 $ | -1.219 $ | -0,3 % | 355.005 $ | +3.466 $ | +1,0 % |
| TCFG Investment Advisors, LLC | 370.389 $ | +71.419 $ | +23,9 % | 298.970 $ | ||||||||
| Greenline Wealth Management LLC | 368.974 $ | |||||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 360.685 $ | +24.441 $ | +7,3 % | |||||||||
| Magnolia Private Wealth, LLC | 326.927 $ | -32.322 $ | -9,0 % | 359.249 $ | +95.967 $ | +36,5 % | 263.282 $ | -22.821 $ | -8,0 % | 286.103 $ | -134.573 $ | -32,0 % |
| Bristlecone Advisors, LLC | 354.292 $ | +152.331 $ | +75,4 % | |||||||||
| Worth Asset Management, LLC | 354.281 $ | |||||||||||
| BNB Wealth Management, LLC | 352.807 $ | |||||||||||
| Acumen Wealth Advisors, LLC | 350.533 $ | |||||||||||
| Crossmark Global Holdings, Inc. | 348.712 $ | +24.670 $ | +7,6 % | |||||||||
| TWO SIGMA SECURITIES, LLC | 348.276 $ | +75.240 $ | +27,6 % | |||||||||
| Diversified Trust Co | 347.391 $ | |||||||||||
| First Citizens Financial Corp | 289.169 $ | -56.183 $ | -16,3 % | 345.352 $ | +9.693 $ | +2,9 % | 335.659 $ | +13.495 $ | +4,2 % | 322.164 $ | +19.813 $ | +6,6 % |
| COWA, LLC | 317.904 $ | +1.989 $ | +0,6 % | 315.915 $ | -26.447 $ | -7,7 % | 342.362 $ | +23.199 $ | +7,3 % | |||
| PARSONS CAPITAL MANAGEMENT INC/RI | 341.907 $ | |||||||||||
| WHITTIER TRUST CO OF NEVADA INC | 340.774 $ | |||||||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 340.580 $ | +42.114 $ | +14,1 % | 298.466 $ | -8.354 $ | -2,7 % | 306.820 $ | +5.176 $ | +1,7 % | 301.644 $ | +14.204 $ | +4,9 % |
| BURLING WEALTH PARTNERS, LLC | 242.635 $ | -84.335 $ | -25,8 % | 326.970 $ | -13.358 $ | -3,9 % | 340.328 $ | +68.927 $ | +25,4 % | |||
| NewEdge Wealth, LLC | 337.302 $ | |||||||||||
| Trellis Wealth Advisors LLC | 302.313 $ | +507 $ | +0,2 % | 301.806 $ | -31.262 $ | -9,4 % | 333.068 $ | -1.148 $ | -0,3 % | 334.216 $ | -18.640 $ | -5,3 % |
| Prospera Financial Services Inc | 333.590 $ | +92.156 $ | +38,2 % | 241.434 $ | +4.868 $ | +2,1 % | 236.566 $ | |||||
| North Star Investment Management Corp. | 330.563 $ | +17.630 $ | +5,6 % | 312.933 $ | +903 $ | +0,3 % | 312.030 $ | |||||
| PNC FINANCIAL SERVICES GROUP, INC. | 328.494 $ | +97.185 $ | +42,0 % | 231.309 $ | +1.399 $ | +0,6 % | 229.910 $ | +139.417 $ | +154,1 % | 90.493 $ | +4.261 $ | +4,9 % |
| Maia Wealth LLC | 327.485 $ | -27.082 $ | -7,6 % | |||||||||
| Garner Asset Management Corp | 324.192 $ | +544 $ | +0,2 % | 323.648 $ | -1.392 $ | -0,4 % | 325.040 $ | |||||
| Pinnacle Financial Group, LLC / IL | 323.375 $ | +89.220 $ | +38,1 % | 234.155 $ | ||||||||
| BRIGHTON JONES LLC | 321.369 $ | +17.226 $ | +5,7 % | 304.143 $ | ||||||||
| Innova Wealth Partners | 321.053 $ | |||||||||||
| Avant Capital LLC | 319.821 $ | +67.533 $ | +26,8 % | 252.288 $ | +7.689 $ | +3,1 % | 244.599 $ | -129 $ | -0,1 % | 244.728 $ | +24.484 $ | +11,1 % |
| MassMutual Private Wealth & Trust, FSB | 250.586 $ | -65.382 $ | -20,7 % | 315.968 $ | -270.133 $ | -46,1 % | ||||||
| Elm3 Financial Group, LLC | 315.519 $ | +4.560 $ | +1,5 % | 310.959 $ | +6.545 $ | +2,2 % | 304.414 $ | +34.182 $ | +12,6 % | 270.232 $ | -9.181 $ | -3,3 % |
| Regal Investment Advisors LLC | 311.339 $ | +13.703 $ | +4,6 % | 297.636 $ | ||||||||
| Ritter Daniher Financial Advisory LLC / DE | 311.332 $ | +61.810 $ | +24,8 % | 249.522 $ | -709 $ | -0,3 % | 250.231 $ | -794 $ | -0,3 % | 251.025 $ | +2.800 $ | +1,1 % |
| Rockefeller Capital Management L.P. | 311.082 $ | +304.814 $ | +4.863,0 % | 6.268 $ | -4.694 $ | -42,8 % | 10.962 $ | +4.627 $ | +73,0 % | 6.335 $ | ||
| FIDUCIARY ADVISORS, INC. | 19.355 $ | -291.635 $ | -93,8 % | 310.990 $ | +20.572 $ | +7,1 % | 290.418 $ | |||||
| TCFG WEALTH MANAGEMENT, LLC | 298.970 $ | -1.286 $ | -0,4 % | 300.256 $ | -8.169 $ | -2,6 % | 308.425 $ | |||||
| Werba Rubin Papier Wealth Management | 306.967 $ | +28.863 $ | +10,4 % | 278.104 $ | +71.528 $ | +34,6 % | 206.576 $ | |||||
| Midwestern Financial, LLC /IA | 304.575 $ | +2.521 $ | +0,8 % | 302.054 $ | +65 $ | +0,0 % | 301.989 $ | +1.750 $ | +0,6 % | 300.239 $ | +5.001 $ | +1,7 % |
| Heartwood Wealth Advisors LLC | 301.904 $ | +507 $ | +0,2 % | 301.397 $ | ||||||||
| HUNTINGTON NATIONAL BANK | 299.412 $ | +62.892 $ | +26,6 % | 236.520 $ | +216.814 $ | +1.100,2 % | 19.706 $ | +19.131 $ | +3.327,1 % | 575 $ | -4.081 $ | -87,7 % |
| Clear Creek Financial Management, LLC | 295.997 $ | +62.610 $ | +26,8 % | 233.387 $ | +7.174 $ | +3,2 % | 226.213 $ | -23 $ | -0,0 % | 226.236 $ | +23.744 $ | +11,7 % |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 292.758 $ | +23.354 $ | +8,7 % | 269.404 $ | -10.146 $ | -3,6 % | 279.550 $ | +10.349 $ | +3,8 % | 269.201 $ | +18.125 $ | +7,2 % |
| High Net Worth Advisory Group LLC | 290.588 $ | |||||||||||
| Cherry Tree Wealth Management, LLC | 272.777 $ | +7.655 $ | +2,9 % | 265.122 $ | -23.859 $ | -8,3 % | 288.981 $ | +8.822 $ | +3,1 % | |||
| FMR LLC | 288.625 $ | +239.830 $ | +491,5 % | 48.795 $ | +48.748 $ | +103.719,1 % | 47 $ | +1 $ | +2,2 % | 46 $ | ||
| Tidemark, LLC | 288.089 $ | +183.617 $ | +175,8 % | 104.472 $ | -1.626 $ | -1,5 % | 106.098 $ | +2.549 $ | +2,5 % | 103.549 $ | +24.726 $ | +31,4 % |
| MOTIVE WEALTH ADVISORS | 262.424 $ | +24.434 $ | +10,3 % | 237.990 $ | -19.869 $ | -7,7 % | 257.859 $ | -22.729 $ | -8,1 % | 280.588 $ | +20.328 $ | +7,8 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 225.516 $ | -54.743 $ | -19,5 % | 280.259 $ | ||||||||
| Stokes Family Office, LLC | 274.589 $ | +9.051 $ | +3,4 % | 265.538 $ | -992 $ | -0,4 % | ||||||
| KEYBANK NATIONAL ASSOCIATION/OH | 274.461 $ | +57.651 $ | +26,6 % | 216.810 $ | +6.435 $ | +3,1 % | 210.375 $ | |||||
| US BANCORP \DE\ | 43.849 $ | +20.292 $ | +86,1 % | 23.557 $ | +320 $ | +1,4 % | 23.237 $ | -247.786 $ | -91,4 % | 271.023 $ | +266.137 $ | +5.446,9 % |
| Willis Johnson & Associates, Inc. | 268.830 $ | -1.156 $ | -0,4 % | 269.986 $ | -931 $ | -0,3 % | 270.917 $ | -44.994 $ | -14,2 % | |||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 243.780 $ | -26.321 $ | -9,7 % | 270.101 $ | -7.457 $ | -2,7 % | ||||||
| Pasadena Private Wealth, LLC | 269.687 $ | |||||||||||
| Hilltop Holdings Inc. | 267.303 $ | -248 $ | -0,1 % | 267.551 $ | -8.444 $ | -3,1 % | ||||||
| Apeiron RIA LLC | 206.364 $ | -7.863 $ | -3,7 % | 214.227 $ | -53.025 $ | -19,8 % | 267.252 $ | +31.245 $ | +13,2 % | |||
| COMPASS CAPITAL CORP /MA/ /ADV | 266.775 $ | |||||||||||
| Life Planning Partners, Inc | 202.620 $ | +340 $ | +0,2 % | 202.280 $ | -870 $ | -0,4 % | 203.150 $ | -62.161 $ | -23,4 % | 265.311 $ | ||
| Exit Wealth Advisors, LLC. | 265.299 $ | +25.845 $ | +10,8 % | 239.454 $ | +4.455 $ | +1,9 % | 234.999 $ | -21.314 $ | -8,3 % | 256.313 $ | ||
| MFA Wealth Services | 264.150 $ | |||||||||||
| Daviman Financial, LLC | 229.770 $ | +21.394 $ | +10,3 % | 208.376 $ | -52.138 $ | -20,0 % | 260.514 $ | |||||
| McCartney Wealth Management LLC | 259.998 $ | +54.955 $ | +26,8 % | 205.043 $ | ||||||||
| MCF Advisors LLC | 259.354 $ | +2.964 $ | +1,2 % | 256.390 $ | -1.103 $ | -0,4 % | 257.493 $ | |||||
| CITIZENS FINANCIAL GROUP INC/RI | 255.359 $ | |||||||||||
| BOS Asset Management, LLC | 254.212 $ | +1.969 $ | +0,8 % | 252.243 $ | +50.109 $ | +24,8 % | 202.134 $ | -697 $ | -0,3 % | 202.831 $ | +1.980 $ | +1,0 % |
| Proactive Wealth Strategies LLC | 253.624 $ | |||||||||||
| 180 WEALTH ADVISORS, LLC | 253.275 $ | +425 $ | +0,2 % | 252.850 $ | ||||||||
| Argent Trust Co | 253.275 $ | +425 $ | +0,2 % | 252.850 $ | ||||||||
| LAM GROUP, INC. | 214.481 $ | +19.970 $ | +10,3 % | 194.511 $ | -58.018 $ | -23,0 % | 252.529 $ | +15.929 $ | +6,7 % | |||
| Private Wealth Partners, LLC | 251.506 $ | |||||||||||
| Core Wealth Advisors, Inc. | 250.641 $ | +50.485 $ | +25,2 % | 200.156 $ | -861 $ | -0,4 % | 201.017 $ | -693 $ | -0,3 % | 201.710 $ | ||
| Verum Partners LLC | 250.478 $ | +1.974 $ | +0,8 % | 248.504 $ | ||||||||
| MONEY CONCEPTS CAPITAL CORP | 250.183 $ | |||||||||||
| Lodestone Wealth Management LLC | 248.210 $ | +417 $ | +0,2 % | 247.793 $ | -1.066 $ | -0,4 % | 248.859 $ | -857 $ | -0,3 % | 249.716 $ | +2.437 $ | +1,0 % |
| ELEVATUS WELATH MANAGEMENT | 247.425 $ | |||||||||||
| VANGUARD ADVISERS INC | 247.318 $ | +46.282 $ | +23,0 % | 201.036 $ | ||||||||
| Amicus Financial Advisors, LLC | 247.095 $ | +415 $ | +0,2 % | 246.680 $ | ||||||||
| Noble Wealth Partners LLC | 247.007 $ | |||||||||||
| Fulcrum Equity Management | 244.520 $ | |||||||||||
| Blackston Financial Advisory Group, LLC | 243.261 $ | +31.079 $ | +14,6 % | 212.182 $ | -9.888 $ | -4,5 % | 222.070 $ | +3.938 $ | +1,8 % | 218.132 $ | +475 $ | +0,2 % |
| PDS Planning, Inc | 243.161 $ | +2.012 $ | +0,8 % | 241.149 $ | +53 $ | +0,0 % | 241.096 $ | +13.875 $ | +6,1 % | 227.221 $ | +21.788 $ | +10,6 % |
| Retirement Planning Group, LLC | 240.814 $ | +404 $ | +0,2 % | 240.410 $ | -1.034 $ | -0,4 % | 241.444 $ | -832 $ | -0,3 % | 242.276 $ | ||
| LRI Investments, LLC | 240.684 $ | +39.497 $ | +19,6 % | 201.187 $ | +21.415 $ | +11,9 % | 179.772 $ | +7.032 $ | +4,1 % | 172.740 $ | +15.429 $ | +9,8 % |
| Signature Equity Partners, LLC | 86.069 $ | -152.990 $ | -64,0 % | 239.059 $ | +148.505 $ | +164,0 % | 90.554 $ | |||||
| CGN Advisors LLC | 230.561 $ | -8.047 $ | -3,4 % | 238.608 $ | +3.051 $ | +1,3 % | 235.557 $ | |||||
| Washington Trust Advisors, Inc. | 237.805 $ | +13.472 $ | +6,0 % | 224.333 $ | -194 $ | -0,1 % | 224.527 $ | +802 $ | +0,4 % | 223.725 $ | ||
| Wealth Enhancement Trust Services, Inc. | 199.581 $ | +335 $ | +0,2 % | 199.246 $ | -38.033 $ | -16,0 % | 237.279 $ | |||||
| NATIONAL BANK OF CANADA /FI/ | 219.077 $ | -9.465 $ | -4,1 % | 228.542 $ | -7.469 $ | -3,2 % | 236.011 $ | +34.250 $ | +17,0 % | 201.761 $ | +5.324 $ | +2,7 % |
| FIDUCIARY TRUST CO | 235.546 $ | |||||||||||
| Level Financial Advisors | 232.203 $ | +390 $ | +0,2 % | 231.813 $ | -997 $ | -0,4 % | 232.810 $ | -802 $ | -0,3 % | 233.612 $ | +2.280 $ | +1,0 % |
| Valmark Advisers, Inc. | 232.506 $ | +390 $ | +0,2 % | 232.116 $ | ||||||||
| Sigma Planning Corp | 230.191 $ | |||||||||||
| Cadence Bank | 229.500 $ | -414 $ | -0,2 % | 229.914 $ | +22.890 $ | +11,1 % | ||||||
| Cornerstone Wealth Group, LLC | 227.846 $ | -180 $ | -0,1 % | 228.026 $ | -416 $ | -0,2 % | 228.442 $ | -787 $ | -0,3 % | 229.229 $ | +2.237 $ | +1,0 % |
| BOSTON FAMILY OFFICE LLC | 228.000 $ | +0 $ | +0,0 % | 228.000 $ | -1.000 $ | -0,4 % | 229.000 $ | +0 $ | +0,0 % | 229.000 $ | +2.000 $ | +0,9 % |
| Western Wealth Management, LLC | 227.619 $ | +5.134 $ | +2,3 % | 222.485 $ | ||||||||
| Sequent Planning LLC | 227.036 $ | |||||||||||
| B. Riley Wealth Advisors, Inc. | 224.195 $ | +1.014 $ | +0,5 % | 223.181 $ | -906 $ | -0,4 % | 224.087 $ | |||||
| City State Bank | 221.840 $ | +94.012 $ | +73,5 % | 127.828 $ | +80.455 $ | +169,8 % | 47.373 $ | +2.926 $ | +6,6 % | |||
| Quotient Wealth Partners, LLC | 220.526 $ | +20.106 $ | +10,0 % | 200.420 $ | -5.610 $ | -2,7 % | 206.030 $ | +1.817 $ | +0,9 % | 204.213 $ | ||
| SeaCrest Wealth Management, LLC | 217.249 $ | -1.546 $ | -0,7 % | 218.795 $ | ||||||||
| Vermillion Wealth Management, Inc. | 55.025 $ | +456 $ | +0,8 % | 54.569 $ | +11 $ | +0,0 % | 54.558 $ | -164.013 $ | -75,0 % | 218.571 $ | +62.774 $ | +40,3 % |
| CIBC Bancorp USA Inc. | 216.575 $ | |||||||||||
| KANE INVESTMENT MANAGEMENT, INC. | 214.836 $ | |||||||||||
| May Hill Capital, LLC | 213.535 $ | |||||||||||
| Brookwood Investment Group LLC | 211.966 $ | |||||||||||
| Meredith Wealth Planning | 210.721 $ | |||||||||||
| JFS WEALTH ADVISORS, LLC | 209.248 $ | +735 $ | +0,4 % | 208.513 $ | -675 $ | -0,3 % | 209.188 $ | -854 $ | -0,4 % | 210.042 $ | -76.759 $ | -26,8 % |
| AVAII WEALTH MANAGEMENT, LLC | 209.819 $ | -102.378 $ | -32,8 % | |||||||||
| Independent Advisor Alliance | 206.309 $ | |||||||||||
| Synergy Asset Management, LLC | 205.951 $ | +0 $ | +0,0 % | |||||||||
| Mason Investment Advisory Services, Inc. | 205.883 $ | +5.723 $ | +2,9 % | 200.160 $ | +43 $ | +0,0 % | 200.117 $ | |||||
| Empirical Finance, LLC | 204.984 $ | |||||||||||
| Portland Financial Advisors Inc | 204.342 $ | +343 $ | +0,2 % | 203.999 $ | -878 $ | -0,4 % | 204.877 $ | |||||
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 200.593 $ | |||||||||||
| Strategic Investment Solutions, Inc. /IL | 149.109 $ | -48.445 $ | -24,5 % | 197.554 $ | +175.564 $ | +798,4 % | 21.990 $ | |||||
| 3 FACTOR INDEXING, LLC | 189.248 $ | +318 $ | +0,2 % | 188.930 $ | ||||||||
| Caldwell Trust Co | 185.361 $ | +7.315 $ | +4,1 % | 178.046 $ | +12.899 $ | +7,8 % | ||||||
| Graney & King, LLC | 177.764 $ | +18.974 $ | +11,9 % | 158.790 $ | -683 $ | -0,4 % | 159.473 $ | +119.009 $ | +294,1 % | 40.464 $ | -15.754 $ | -28,0 % |
| TFC Financial Management, Inc. | 173.254 $ | +21.435 $ | +14,1 % | 151.819 $ | +4.261 $ | +2,9 % | 147.558 $ | +6.313 $ | +4,5 % | 141.245 $ | +9.571 $ | +7,3 % |
| Triumph Capital Management | 172.255 $ | +51.324 $ | +42,4 % | 120.931 $ | +101.281 $ | +515,4 % | 19.650 $ | |||||
| ROTHSCHILD INVESTMENT LLC | 126.638 $ | +213 $ | +0,2 % | 126.425 $ | -41.783 $ | -24,8 % | 168.208 $ | +40.802 $ | +32,0 % | 127.406 $ | +76.941 $ | +152,5 % |
| MBM WEALTH CONSULTANTS, LLC | 157.979 $ | |||||||||||
| Center for Financial Planning, Inc. | 153.261 $ | +18.951 $ | +14,1 % | 134.310 $ | -3.759 $ | -2,7 % | 138.069 $ | +2.329 $ | +1,7 % | 135.740 $ | +6.391 $ | +4,9 % |
| Westside Investment Management, Inc. | 151.965 $ | +50.825 $ | +50,3 % | 101.140 $ | ||||||||
| ATLAS CAPITAL ADVISORS INC. | 148.416 $ | +15.846 $ | +12,0 % | 132.570 $ | +2.170 $ | +1,7 % | 130.400 $ | +13.974 $ | +12,0 % | |||
| Accredited Wealth Management, LLC | 146.263 $ | +11.521 $ | +8,6 % | |||||||||
| Strategic Wealth Partners, Ltd. | 141.583 $ | +19.634 $ | +16,1 % | 121.949 $ | +3.534 $ | +3,0 % | 118.415 $ | +2.064 $ | +1,8 % | 116.351 $ | +10.029 $ | +9,4 % |
| MANNING & NAPIER ADVISORS LLC | 140.415 $ | +13.074 $ | +10,3 % | 127.341 $ | +1.731 $ | +1,4 % | 125.610 $ | +4.957 $ | +4,1 % | 120.653 $ | ||
| CIBC Private Wealth Group LLC | 131.844 $ | -455 $ | -0,3 % | 132.299 $ | +1.292 $ | +1,0 % | ||||||
| AMERICAN NATIONAL BANK & TRUST | 128.452 $ | +41.175 $ | +47,2 % | 87.277 $ | +21.152 $ | +32,0 % | 66.125 $ | +35.547 $ | +116,3 % | 30.578 $ | +8.373 $ | +37,7 % |
| SALEM INVESTMENT COUNSELORS INC | 121.937 $ | +16.285 $ | +15,4 % | 105.652 $ | -12.199 $ | -10,4 % | 117.851 $ | +48.285 $ | +69,4 % | |||
| Federation des caisses Desjardins du Quebec | 102.319 $ | -185 $ | -0,2 % | 102.504 $ | ||||||||
| High Note Wealth, LLC | 94.017 $ | +2.791 $ | +3,1 % | 91.226 $ | ||||||||
| Atlatl Advisers LLC | 89.862 $ | |||||||||||
| Bogart Wealth, LLC | 88.485 $ | +10.947 $ | +14,1 % | 77.538 $ | +2.177 $ | +2,9 % | 75.361 $ | +3.224 $ | +4,5 % | 72.137 $ | +4.888 $ | +7,3 % |
| Pacific Center for Financial Services | 82.300 $ | +7.869 $ | +10,6 % | 74.431 $ | +4.351 $ | +6,2 % | 70.080 $ | +0 $ | +0,0 % | 70.080 $ | +5.258 $ | +8,1 % |
| Birchwood Financial Partners, Inc. | 81.048 $ | +45.649 $ | +129,0 % | 35.399 $ | -152 $ | -0,4 % | 35.551 $ | |||||
| Rossby Financial, LCC | 79.022 $ | +2.925 $ | +3,8 % | 76.097 $ | +34.451 $ | +82,7 % | 41.646 $ | +8.895 $ | +27,2 % | 32.751 $ | ||
| FIRST COMMUNITY TRUST NA | 76.631 $ | +9.476 $ | +14,1 % | 67.155 $ | -1.880 $ | -2,7 % | 69.035 $ | +1.165 $ | +1,7 % | 67.870 $ | +3.196 $ | +4,9 % |
| Basepoint Wealth LLC | 76.120 $ | |||||||||||
| BlackRock, Inc. | 75.901 $ | +75.623 $ | +27.202,5 % | 278 $ | +0 $ | +0,0 % | 278 $ | |||||
| PRIVATE TRUST CO NA | 75.356 $ | +8.641 $ | +13,0 % | 66.715 $ | +1.581 $ | +2,4 % | 65.134 $ | +2.721 $ | +4,4 % | 62.413 $ | +4.319 $ | +7,4 % |
| Financial Management Professionals, Inc. | 70.917 $ | +119 $ | +0,2 % | 70.798 $ | -305 $ | -0,4 % | 71.103 $ | -245 $ | -0,3 % | 71.348 $ | +697 $ | +1,0 % |
| JNBA Financial Advisors | 67.629 $ | -502 $ | -0,7 % | 68.131 $ | +352 $ | +0,5 % | 67.779 $ | +2.287 $ | +3,5 % | 65.492 $ | +3.954 $ | +6,4 % |
| C M BIDWELL & ASSOCIATES LTD | 60.279 $ | +8.394 $ | +16,2 % | 51.885 $ | +6.887 $ | +15,3 % | 44.998 $ | -155 $ | -0,3 % | 45.153 $ | -48.914 $ | -52,0 % |
| Horizon Investments, LLC | 34.954 $ | -24.153 $ | -40,9 % | 59.107 $ | +38.857 $ | +191,9 % | 20.250 $ | |||||
| EASTERN BANK | 50.655 $ | +85 $ | +0,2 % | 50.570 $ | -3.272 $ | -6,1 % | 53.842 $ | -4.008 $ | -6,9 % | 57.850 $ | +997 $ | +1,8 % |
| Planning Strategies Inc. | 55.518 $ | |||||||||||
| INVESTMENT COUNSEL CO OF NEVADA | 50.912 $ | |||||||||||
| Gould Capital, LLC | 50.655 $ | +85 $ | +0,2 % | 50.570 $ | -218 $ | -0,4 % | 50.788 $ | |||||
| True Wealth Design, LLC | 46.311 $ | +4.312 $ | +10,3 % | 41.999 $ | +571 $ | +1,4 % | 41.428 $ | -1.298 $ | -3,0 % | 42.726 $ | -5.068 $ | -10,6 % |
| SIMPLEX TRADING, LLC | 24.951 $ | -14.469 $ | -36,7 % | 39.420 $ | +20.420 $ | +107,5 % | 19.000 $ | -138.000 $ | -87,9 % | |||
| MATHER GROUP, LLC. | 36.277 $ | +4.486 $ | +14,1 % | 31.791 $ | -338 $ | -1,1 % | 32.129 $ | |||||
| SIGNATUREFD, LLC | 35.186 $ | +4.395 $ | +14,3 % | 30.791 $ | -963 $ | -3,0 % | 31.754 $ | +589 $ | +1,9 % | 31.165 $ | +1.512 $ | +5,1 % |
| Versant Capital Management, Inc | 35.181 $ | +7.390 $ | +26,6 % | 27.791 $ | +825 $ | +3,1 % | 26.966 $ | -49 $ | -0,2 % | 27.015 $ | ||
| PROATHLETE WEALTH MANAGEMENT LLC | 32.242 $ | +1.510 $ | +4,9 % | 30.732 $ | +763 $ | +2,5 % | 29.969 $ | |||||
| BARRETT & COMPANY, INC. | 31.189 $ | +6.551 $ | +26,6 % | 24.638 $ | +732 $ | +3,1 % | 23.906 $ | -43 $ | -0,2 % | 23.949 $ | +2.384 $ | +11,1 % |
| MAI Capital Management | 30.241 $ | -130 $ | -0,4 % | 30.371 $ | -105 $ | -0,3 % | 30.476 $ | +297 $ | +1,0 % | |||
| NEPC LLC | 26.442 $ | -1.574 $ | -5,6 % | 28.016 $ | -2.356 $ | -7,8 % | 30.372 $ | |||||
| ARMSTRONG ADVISORY GROUP, INC | 29.267 $ | +1.288 $ | +4,6 % | 27.979 $ | +601 $ | +2,2 % | 27.378 $ | -197 $ | -0,7 % | 27.575 $ | +646 $ | +2,4 % |
| Avion Wealth | 26.000 $ | +5.000 $ | +23,8 % | 21.000 $ | +1.000 $ | +5,0 % | 20.000 $ | +0 $ | +0,0 % | 20.000 $ | +2.000 $ | +11,1 % |
| MidAtlantic Capital Management, Inc. | 22.705 $ | |||||||||||
| Raleigh Capital Management Inc. | 22.049 $ | +2.726 $ | +14,1 % | 19.323 $ | -540 $ | -2,7 % | 19.863 $ | +335 $ | +1,7 % | 19.528 $ | +919 $ | +4,9 % |
| Abound Wealth Management | 446 $ | -21.355 $ | -98,0 % | 21.801 $ | ||||||||
| Ancora Advisors LLC | 20.228 $ | |||||||||||
| OPTIMA CAPITAL LLC | 18.995 $ | |||||||||||
| CX Institutional | 18.000 $ | |||||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 16.917 $ | +139 $ | +0,8 % | 16.778 $ | +4 $ | +0,0 % | 16.774 $ | |||||
| Ankerstar Wealth, LLC | 16.635 $ | +2.058 $ | +14,1 % | 14.577 $ | +409 $ | +2,9 % | 14.168 $ | |||||
| Glen Eagle Advisors, LLC | 15.072 $ | +645 $ | +4,5 % | 14.427 $ | +977 $ | +7,3 % | ||||||
| SHP Wealth Management | 14.843 $ | +1.382 $ | +10,3 % | 13.461 $ | +183 $ | +1,4 % | 13.278 $ | |||||
| TSFG, LLC | 14.000 $ | |||||||||||
| Central Pacific Bank - Trust Division | 12.569 $ | +2.368 $ | +23,2 % | 10.201 $ | +1.945 $ | +23,6 % | 8.256 $ | +19 $ | +0,2 % | 8.237 $ | +799 $ | +10,7 % |
| Cloud Capital Management, LLC | 12.000 $ | |||||||||||
| ASSETMARK, INC | 10.831 $ | +6.013 $ | +124,8 % | 4.818 $ | ||||||||
| Spire Wealth Management | 10.535 $ | +2.219 $ | +26,7 % | 8.316 $ | +441 $ | +5,6 % | 7.875 $ | -9 $ | -0,1 % | 7.884 $ | +790 $ | +11,1 % |
| PITTENGER & ANDERSON INC | 8.733 $ | +2.820 $ | +47,7 % | 5.913 $ | ||||||||
| LANARK FINANCIAL, INC. | 8.083 $ | +356 $ | +4,6 % | 7.727 $ | +166 $ | +2,2 % | 7.561 $ | |||||
| TD Capital Management LLC | 6.109 $ | +769 $ | +14,4 % | 5.340 $ | -133 $ | -2,4 % | 5.473 $ | +110 $ | +2,1 % | 5.363 $ | +266 $ | +5,2 % |
| AMERIFLEX GROUP, INC. | 5.654 $ | +705 $ | +14,2 % | |||||||||
| FSA Wealth Management LLC | 4.861 $ | -4.935 $ | -50,4 % | |||||||||
| Corsicana & Co. | 4.181 $ | |||||||||||
| DHJJ Financial Advisors, Ltd. | 4.157 $ | +387 $ | +10,3 % | 3.770 $ | +52 $ | +1,4 % | 3.718 $ | +146 $ | +4,1 % | 3.572 $ | +259 $ | +7,8 % |
| Oakmont Advisory Group, LLC | 3.709 $ | |||||||||||
| Russell Investments Group, Ltd. | 3.548 $ | -86 $ | -2,4 % | 3.634 $ | -6 $ | -0,2 % | 3.640 $ | +2.777 $ | +321,8 % | |||
| ST GERMAIN D J CO INC | 3.362 $ | +416 $ | +14,1 % | 2.946 $ | ||||||||
| Oakworth Capital, Inc. | 3.236 $ | |||||||||||
| Archer Investment Corp | 3.066 $ | |||||||||||
| Quent Capital, LLC | 2.869 $ | -5 $ | -0,2 % | 2.874 $ | ||||||||
| GHP Investment Advisors, Inc. | 2.246 $ | +472 $ | +26,6 % | 1.774 $ | +52 $ | +3,0 % | 1.722 $ | -3 $ | -0,2 % | 1.725 $ | +172 $ | +11,1 % |
| Sound Income Strategies, LLC | 2.002 $ | |||||||||||
| HAZLETT, BURT & WATSON, INC. | 2.000 $ | |||||||||||
| Essential Investment Partners LLC | 1.497 $ | +314 $ | +26,5 % | 1.183 $ | +35 $ | +3,0 % | 1.148 $ | |||||
| Perkins Coie Trust Co | 1.275 $ | |||||||||||
| HHM Wealth Advisors, LLC | 1.248 $ | |||||||||||
| CITIGROUP INC | 177 $ | -107 $ | -37,7 % | 284 $ | +140 $ | +97,2 % | 144 $ | |||||
| 2.695.908.932 $ | +416.010.335 $ | +146,7 % | 2.421.196.048 $ | +120.077.574 $ | +253,3 % | 2.253.037.328 $ | -18.663.295 $ | +68,1 % | 2.212.912.351 $ | +247.421.379 $ | +40,4 % | |