| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 31.647.659.875 $ | -5.486.919.232 $ | +10,1 % | 37.707.180.822 $ | -411.067.067 $ | +49,1 % | 38.351.444.036 $ | +3.439.808.762 $ | +105,7 % | 35.044.908.325 $ | +7.019.791.837 $ | +75,2 % | |
| BANK OF AMERICA CORP /DE/ | 2.239.611.393 $ | -414.700.156 $ | -15,6 % | 2.654.311.549 $ | +71.543.372 $ | +2,8 % | 2.582.768.177 $ | +237.421.489 $ | +10,1 % | 2.345.346.688 $ | +380.041.888 $ | +19,3 % |
| MORGAN STANLEY | 1.736.204.539 $ | -314.316.088 $ | -15,3 % | 2.050.520.627 $ | +29.726.285 $ | +1,5 % | 2.020.794.342 $ | +213.442.133 $ | +11,8 % | 1.807.352.209 $ | +341.820.784 $ | +23,3 % |
| JPMORGAN CHASE & CO | 433.205.028 $ | -338.359.951 $ | -43,9 % | 771.564.979 $ | -227.943.264 $ | -22,8 % | 999.508.243 $ | -982.524.613 $ | -49,6 % | 1.982.032.856 $ | +1.278.298.388 $ | +181,6 % |
| FMR LLC | 1.044.105.701 $ | -252.773.637 $ | -19,5 % | 1.296.879.338 $ | -522.562.052 $ | -28,7 % | 1.819.441.390 $ | +219.198.621 $ | +13,7 % | 1.600.242.769 $ | +14.799.013 $ | +0,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 676.403.173 $ | -127.626.913 $ | -15,9 % | 804.030.086 $ | -772.426.860 $ | -49,0 % | 1.576.456.946 $ | +75.311.106 $ | +5,0 % | 1.501.145.840 $ | +631.095.977 $ | +72,5 % |
| Sumitomo Mitsui Trust Group, Inc. | 1.364.827.083 $ | -206.984.827 $ | -13,2 % | 1.571.811.910 $ | +92.383.767 $ | +6,2 % | 1.479.428.143 $ | +125.969.148 $ | +9,3 % | 1.353.458.995 $ | +63.721.390 $ | +4,9 % |
| UBS Group AG | 937.458.161 $ | -411.395.218 $ | -30,5 % | 1.348.853.379 $ | +621.744.938 $ | +85,5 % | 727.108.441 $ | +61.050.433 $ | +9,2 % | 666.058.008 $ | +130.596.454 $ | +24,4 % |
| WELLS FARGO & COMPANY/MN | 970.908.250 $ | -194.844.995 $ | -16,7 % | 1.165.753.245 $ | +99.426.584 $ | +9,3 % | 1.066.326.661 $ | +129.310.031 $ | +13,8 % | 937.016.630 $ | +146.295.185 $ | +18,5 % |
| LPL Financial LLC | 835.065.933 $ | -69.052.654 $ | -7,6 % | 904.118.587 $ | -216.579.715 $ | -19,3 % | 1.120.698.302 $ | +132.089.120 $ | +13,4 % | 988.609.182 $ | +308.604.523 $ | +45,4 % |
| BlackRock, Inc. | 756.967.832 $ | -42.664.300 $ | -5,3 % | 799.632.132 $ | +216.036.552 $ | +37,0 % | 583.595.580 $ | +169.267.687 $ | +40,9 % | 414.327.893 $ | +81.874.200 $ | +24,6 % |
| Twin Tree Management, LP | 53.706.188 $ | -4.529.489 $ | -7,8 % | 58.235.677 $ | -159.746.353 $ | -73,3 % | 217.982.030 $ | -441.270.478 $ | -66,9 % | 659.252.508 $ | +184.710.426 $ | +38,9 % |
| CITIGROUP INC | 548.517.704 $ | -79.150.787 $ | -12,6 % | 627.668.491 $ | +43.137.956 $ | +7,4 % | 584.530.535 $ | +198.287.824 $ | +51,3 % | 386.242.711 $ | +67.656.821 $ | +21,2 % |
| AMERIPRISE FINANCIAL INC | 510.027.218 $ | -108.903.952 $ | -17,6 % | 618.931.170 $ | +28.696.803 $ | +4,9 % | 590.234.367 $ | +108.492.516 $ | +22,5 % | 481.741.851 $ | +69.178.780 $ | +16,8 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 477.648.052 $ | -91.434.438 $ | -16,1 % | 569.082.490 $ | +33.262.040 $ | +6,2 % | 535.820.450 $ | +129.992.704 $ | +32,0 % | 405.827.746 $ | +93.569.767 $ | +30,0 % |
| RAYMOND JAMES FINANCIAL INC | 441.875.636 $ | -78.487.728 $ | -15,1 % | 520.363.364 $ | +31.643.222 $ | +6,5 % | 488.720.142 $ | +59.852.298 $ | +14,0 % | 428.867.844 $ | +90.444.573 $ | +26,7 % |
| ALLIANCEBERNSTEIN L.P. | 513.024.816 $ | +38.928.135 $ | +8,2 % | 474.096.681 $ | -41.472.837 $ | -8,0 % | 515.569.518 $ | +19.617.153 $ | +4,0 % | 495.952.365 $ | +57.403.981 $ | +13,1 % |
| TRUIST FINANCIAL CORP | 233.524.198 $ | -237.607.965 $ | -50,4 % | 471.132.163 $ | -17.927.513 $ | -3,7 % | 489.059.676 $ | +57.449.395 $ | +13,3 % | 431.610.281 $ | +84.637.699 $ | +24,4 % |
| Empower Advisory Group, LLC | 395.502.814 $ | -80.927.913 $ | -17,0 % | 476.430.727 $ | +28.349.781 $ | +6,3 % | 448.080.946 $ | +20.843.173 $ | +4,9 % | 427.237.773 $ | +51.224.642 $ | +13,6 % |
| NORTHERN TRUST CORP | 397.208.047 $ | -68.664.745 $ | -14,7 % | 465.872.792 $ | +97.387.615 $ | +26,4 % | 368.485.177 $ | +54.738.851 $ | +17,4 % | 313.746.326 $ | +58.819.955 $ | +23,1 % |
| HRTG GPE, LLC | 423.108.128 $ | +25.639.385 $ | +6,5 % | 397.468.743 $ | +140.674.461 $ | +54,8 % | 256.794.282 $ | +26.574.282 $ | +11,5 % | 230.220.000 $ | ||
| CITADEL ADVISORS LLC | 245.905.639 $ | -48.446.227 $ | -16,5 % | 294.351.866 $ | -66.519.714 $ | -18,4 % | 360.871.580 $ | +188.434.817 $ | +109,3 % | 172.436.763 $ | +62.741.021 $ | +57,2 % |
| ROYAL BANK OF CANADA | 282.941.000 $ | -54.302.000 $ | -16,1 % | 337.243.000 $ | +20.535.000 $ | +6,5 % | 316.708.000 $ | -12.926.000 $ | -3,9 % | 329.634.000 $ | -128.620.000 $ | -28,1 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 276.803.692 $ | -42.107.503 $ | -13,2 % | 318.911.195 $ | +17.920.595 $ | +6,0 % | 300.990.600 $ | +34.637.862 $ | +13,0 % | 266.352.738 $ | +40.417.475 $ | +17,9 % |
| HighTower Advisors, LLC | 246.920.611 $ | -45.061.712 $ | -15,4 % | 291.982.323 $ | +15.329.293 $ | +5,5 % | 276.653.030 $ | +20.053.242 $ | +7,8 % | 256.599.788 $ | +41.680.821 $ | +19,4 % |
| Employees Retirement System of Texas | 50.101.000 $ | -240.254.000 $ | -82,7 % | 290.355.000 $ | +270.509.000 $ | +1.363,0 % | 19.846.000 $ | |||||
| COMMONWEALTH EQUITY SERVICES, LLC | 239.511.951 $ | -49.153.232 $ | -17,0 % | 288.665.183 $ | +576.072 $ | +0,2 % | 288.089.111 $ | +31.459.111 $ | +12,3 % | 256.630.000 $ | +16.160.000 $ | +6,7 % |
| Cerity Partners LLC | 227.063.817 $ | -57.431.701 $ | -20,2 % | 284.495.518 $ | +15.879.714 $ | +5,9 % | 268.615.804 $ | +39.849.005 $ | +17,4 % | 228.766.799 $ | +37.349.208 $ | +19,5 % |
| JANE STREET GROUP, LLC | 266.954.430 $ | +158.871.240 $ | +147,0 % | 108.083.190 $ | +13.785.810 $ | +14,6 % | 94.297.380 $ | +60.671.600 $ | +180,4 % | 33.625.780 $ | +6.359.602 $ | +23,3 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 219.029.724 $ | +56.628.103 $ | +34,9 % | 162.401.621 $ | -98.519.344 $ | -37,8 % | 260.920.965 $ | +134.810.555 $ | +106,9 % | 126.110.410 $ | +39.506.077 $ | +45,6 % |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 11.654.266 $ | -57.292.867 $ | -83,1 % | 68.947.133 $ | -74.187.387 $ | -51,8 % | 143.134.520 $ | -113.301.814 $ | -44,2 % | 256.436.334 $ | +142.166.096 $ | +124,4 % |
| Diameter Capital Partners LP | 253.985.436 $ | |||||||||||
| PRUDENTIAL FINANCIAL INC | 251.201.021 $ | +33.308.571 $ | +15,3 % | |||||||||
| CIBC Bancorp USA Inc. | 208.180.786 $ | -29.651.994 $ | -12,5 % | 237.832.780 $ | ||||||||
| Erste Asset Management GmbH | 198.111.812 $ | -27.432.543 $ | -12,2 % | 225.544.355 $ | +15.667.144 $ | +7,5 % | 209.877.211 $ | +72.365.507 $ | +52,6 % | 137.511.704 $ | +26.782.170 $ | +24,2 % |
| CIBC Private Wealth Group LLC | 222.079.192 $ | +29.134.485 $ | +15,1 % | 192.944.707 $ | +33.763.261 $ | +21,2 % | ||||||
| CAPTRUST FINANCIAL ADVISORS | 173.218.289 $ | -41.894.502 $ | -19,5 % | 215.112.791 $ | +19.423.685 $ | +9,9 % | 195.689.106 $ | +21.058.743 $ | +12,1 % | 174.630.363 $ | +24.101.919 $ | +16,0 % |
| Concurrent Investment Advisors, LLC | 28.256.149 $ | -3.085.240 $ | -9,8 % | 31.341.389 $ | -174.402.501 $ | -84,8 % | 205.743.890 $ | +167.434.752 $ | +437,1 % | 38.309.138 $ | +32.312.249 $ | +538,8 % |
| AlTi Global, Inc. | 181.476.850 $ | -20.178.573 $ | -10,0 % | 201.655.423 $ | +14.278.203 $ | +7,6 % | 187.377.220 $ | +22.512.597 $ | +13,7 % | 164.864.623 $ | +20.888.337 $ | +14,5 % |
| CRCM LP | 198.413.248 $ | +87.288.714 $ | +78,6 % | 111.124.534 $ | +52.704.699 $ | +90,2 % | 58.419.835 $ | +29.844.511 $ | +104,4 % | 28.575.324 $ | +11.099.557 $ | +63,5 % |
| STIFEL FINANCIAL CORP | 168.549.839 $ | -28.114.124 $ | -14,3 % | 196.663.963 $ | -1.114.439 $ | -0,6 % | 197.778.402 $ | +21.876.155 $ | +12,4 % | 175.902.247 $ | +29.097.586 $ | +19,8 % |
| GOLDMAN SACHS GROUP INC | 144.585.087 $ | -48.729.839 $ | -25,2 % | 193.314.926 $ | +30.256.880 $ | +18,6 % | 163.058.046 $ | +47.089.517 $ | +40,6 % | 115.968.529 $ | -1.573.087 $ | -1,3 % |
| Cetera Investment Advisers | 112.233.099 $ | -12.995.710 $ | -10,4 % | 125.228.809 $ | -66.530.375 $ | -34,7 % | 191.759.184 $ | +24.285.513 $ | +14,5 % | 167.473.671 $ | +73.849.792 $ | +78,9 % |
| Proficio Capital Partners LLC | 165.455.145 $ | -17.286.500 $ | -9,5 % | 182.741.645 $ | +10.091.379 $ | +5,8 % | 172.650.266 $ | +7.707.013 $ | +4,7 % | 164.943.253 $ | +26.592.461 $ | +19,2 % |
| MML INVESTORS SERVICES, LLC | 97.494.316 $ | -10.455.555 $ | -9,7 % | 107.949.871 $ | -71.839.849 $ | -40,0 % | 179.789.720 $ | +27.081.268 $ | +17,7 % | 152.708.452 $ | +51.279.452 $ | +50,6 % |
| Permanens Capital L.P. | 178.626.983 $ | +80.965.918 $ | +82,9 % | 97.661.065 $ | +32.878.120 $ | +50,8 % | 64.782.945 $ | +8.063.669 $ | +14,2 % | |||
| Rockefeller Capital Management L.P. | 146.009.423 $ | -28.961.099 $ | -16,6 % | 174.970.522 $ | +12.462.482 $ | +7,7 % | 162.508.040 $ | +40.004.793 $ | +32,7 % | 122.503.247 $ | -49.893.287 $ | -28,9 % |
| OSAIC HOLDINGS, INC. | 147.221.226 $ | -15.608.899 $ | -9,6 % | 162.830.125 $ | -11.157.575 $ | -6,4 % | 173.987.700 $ | +32.218.105 $ | +22,7 % | 141.769.595 $ | +24.749.928 $ | +21,2 % |
| Alaska Permanent Fund Corp | 144.744.172 $ | -25.795.648 $ | -15,1 % | 170.539.820 $ | +27.135.980 $ | +18,9 % | 143.403.840 $ | +27.084.600 $ | +23,3 % | 116.319.240 $ | +20.710.900 $ | +21,7 % |
| Sanctuary Advisors, LLC | 74.295.594 $ | -9.513.066 $ | -11,4 % | 83.808.660 $ | -28.290.285 $ | -25,2 % | 112.098.945 $ | -52.513.836 $ | -31,9 % | 164.612.781 $ | +93.440.669 $ | +131,3 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 124.290.744 $ | -34.406.689 $ | -21,7 % | 158.697.433 $ | +118.663.009 $ | +296,4 % | 40.034.424 $ | |||||
| CWM, LLC | 67.630.997 $ | -91.046.003 $ | -57,4 % | 158.677.000 $ | +20.524.000 $ | +14,9 % | 138.153.000 $ | +73.424.000 $ | +113,4 % | |||
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 158.667.297 $ | +24.369.819 $ | +18,1 % | 134.297.478 $ | +23.670.279 $ | +21,4 % | 110.627.199 $ | +11.554.225 $ | +11,7 % | 99.072.974 $ | +24.050.943 $ | +32,1 % |
| Silver Point Capital L.P. | 157.875.650 $ | +60.727.700 $ | +62,5 % | 97.147.950 $ | ||||||||
| Cresset Asset Management, LLC | 134.038.936 $ | -22.446.311 $ | -14,3 % | 156.485.247 $ | +16.456.856 $ | +11,8 % | 140.028.391 $ | +16.829.659 $ | +13,7 % | 123.198.732 $ | +32.784.220 $ | +36,3 % |
| Packer & Co Ltd | 148.549.000 $ | -7.914.000 $ | -5,1 % | 156.463.000 $ | ||||||||
| Arnhold LLC | 132.690.250 $ | -22.229.263 $ | -14,3 % | 154.919.513 $ | +12.283.206 $ | +8,6 % | 142.636.307 $ | +14.760.933 $ | +11,5 % | 127.875.374 $ | +18.293.015 $ | +16,7 % |
| CIBC WORLD MARKET INC. | 151.663.899 $ | +119.710.061 $ | +374,6 % | 31.953.838 $ | +7.505.284 $ | +30,7 % | 24.448.554 $ | +2.725.035 $ | +12,5 % | 21.723.519 $ | -1.411.168 $ | -6,1 % |
| EQUITABLE TRUST CO | 125.162.733 $ | -24.913.093 $ | -16,6 % | 150.075.826 $ | +7.926.620 $ | +5,6 % | 142.149.206 $ | +5.392.618 $ | +3,9 % | 136.756.588 $ | +19.298.784 $ | +16,4 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 122.035.713 $ | -22.724.329 $ | -15,7 % | 144.760.042 $ | +25.493.065 $ | +21,4 % | 119.266.977 $ | +5.568.509 $ | +4,9 % | 113.698.468 $ | +13.978.530 $ | +14,0 % |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 117.178.683 $ | -27.036.883 $ | -18,7 % | 144.215.566 $ | +1.822.850 $ | +1,3 % | 142.392.716 $ | +10.090.161 $ | +7,6 % | 132.302.555 $ | +16.802.668 $ | +14,5 % |
| Cambridge Investment Research Advisors, Inc. | 140.951.000 $ | +54.129.000 $ | +62,3 % | 86.822.000 $ | +2.980.000 $ | +3,6 % | 83.842.000 $ | +9.767.000 $ | +13,2 % | 74.075.000 $ | +15.894.000 $ | +27,3 % |
| Pennsylvania State University | 118.860.215 $ | -19.912.353 $ | -14,3 % | 138.772.568 $ | -1.759.650 $ | -1,3 % | 140.532.218 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 43.485.725 $ | -4.823.186 $ | -10,0 % | 48.308.911 $ | -91.423.310 $ | -65,4 % | 139.732.221 $ | +15.502.768 $ | +12,5 % | 124.229.453 $ | +54.121.797 $ | +77,2 % |
| Chevy Chase Trust Holdings, LLC | 112.800.689 $ | -26.065.241 $ | -18,8 % | 138.865.930 $ | +8.034.337 $ | +6,1 % | 130.831.593 $ | +7.807.430 $ | +6,3 % | 123.024.163 $ | +17.878.468 $ | +17,0 % |
| MOON CAPITAL MANAGEMENT LP | 117.765.698 $ | -19.728.991 $ | -14,3 % | 137.494.689 $ | +10.901.632 $ | +8,6 % | 126.593.057 $ | +13.100.674 $ | +11,5 % | 113.492.383 $ | +16.235.478 $ | +16,7 % |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 60.986.558 $ | -70.609.229 $ | -53,7 % | 131.595.787 $ | +13.618.034 $ | +11,5 % | 117.977.753 $ | +63.271.596 $ | +115,7 % | 54.706.157 $ | -28.179.201 $ | -34,0 % |
| Mariner, LLC | 88.778.221 $ | -37.442.050 $ | -29,7 % | 126.220.271 $ | +5.264.385 $ | +4,4 % | 120.955.886 $ | +14.945.175 $ | +14,1 % | 106.010.711 $ | +20.675.457 $ | +24,2 % |
| PARK AVENUE SECURITIES LLC | 45.768.000 $ | -5.756.000 $ | -11,2 % | 51.524.000 $ | -74.526.000 $ | -59,1 % | 126.050.000 $ | +10.274.000 $ | +8,9 % | 115.776.000 $ | +52.584.000 $ | +83,2 % |
| Wealthspire Advisors, LLC | 125.292.726 $ | +122.575.542 $ | +4.511,1 % | 2.717.184 $ | +25.014 $ | +0,9 % | 2.692.170 $ | +166.469 $ | +6,6 % | 2.525.701 $ | +254.051 $ | +11,2 % |
| Mizuho Bank, Ltd. | 120.798.200 $ | |||||||||||
| Heck Capital Advisors, LLC | 26.890.809 $ | -92.591.685 $ | -77,5 % | 119.482.494 $ | +63.592.235 $ | +113,8 % | 55.890.259 $ | +20.521.732 $ | +58,0 % | 35.368.527 $ | +30.280.075 $ | +595,1 % |
| Baird Financial Group, Inc. | 96.623.958 $ | -22.232.120 $ | -18,7 % | 118.856.078 $ | +7.226.548 $ | +6,5 % | 111.629.530 $ | +10.597.378 $ | +10,5 % | 101.032.152 $ | +16.898.223 $ | +20,1 % |
| ALLIANZ SE | 104.319.557 $ | -14.366.372 $ | -12,1 % | 118.685.929 $ | +18.557.377 $ | +18,5 % | 100.128.552 $ | +13.777.341 $ | +16,0 % | 86.351.211 $ | +14.369.624 $ | +20,0 % |
| Blue Trust, Inc. | 98.113.711 $ | -18.375.892 $ | -15,8 % | 116.489.603 $ | -1.049.746 $ | -0,9 % | 117.539.349 $ | +9.381.338 $ | +8,7 % | 108.158.011 $ | +30.920.247 $ | +40,0 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 101.061.095 $ | -13.203.180 $ | -11,6 % | 114.264.275 $ | +11.833.612 $ | +11,6 % | 102.430.663 $ | +14.153.292 $ | +16,0 % | 88.277.371 $ | +17.827.466 $ | +25,3 % |
| GM Advisory Group, LLC | 113.147.947 $ | +16.159.661 $ | +16,7 % | |||||||||
| Janney Montgomery Scott LLC | 68.279.000 $ | -8.817.000 $ | -11,4 % | 77.096.000 $ | -33.977.000 $ | -30,6 % | 111.073.000 $ | +11.320.000 $ | +11,3 % | 99.753.000 $ | +33.213.000 $ | +49,9 % |
| Corient Private Wealth LP | 37.797.969 $ | +5.929.570 $ | +18,6 % | 31.868.399 $ | -79.097.173 $ | -71,3 % | 110.965.572 $ | +59.150.662 $ | +114,2 % | 51.814.910 $ | -8.045.181 $ | -13,4 % |
| OneDigital Investment Advisors LLC | 66.468.873 $ | -8.169.740 $ | -10,9 % | 74.638.613 $ | -35.840.529 $ | -32,4 % | 110.479.142 $ | +11.335.965 $ | +11,4 % | 99.143.177 $ | +28.696.477 $ | +40,7 % |
| HSBC HOLDINGS PLC | 55.030.784 $ | -49.904.114 $ | -47,6 % | 104.934.898 $ | +73.784.719 $ | +236,9 % | 31.150.179 $ | -13.572.231 $ | -30,3 % | |||
| GROUP ONE TRADING LLC | 95.082.192 $ | +14.542.742 $ | +18,1 % | 80.539.450 $ | -24.324.073 $ | -23,2 % | 104.863.523 $ | +24.758.089 $ | +30,9 % | 80.105.434 $ | -6.558.939 $ | -7,6 % |
| SIMPLEX TRADING, LLC | 59.985.144 $ | -14.033.992 $ | -19,0 % | 74.019.136 $ | -30.552.175 $ | -29,2 % | 104.571.311 $ | +24.816.311 $ | +31,1 % | 79.755.000 $ | +20.202.000 $ | +33,9 % |
| EMORY UNIVERSITY | 89.448.089 $ | -14.974.169 $ | -14,3 % | 104.422.258 $ | +8.278.909 $ | +8,6 % | 96.143.349 $ | +17.482.690 $ | +22,2 % | 78.660.659 $ | ||
| TWIN FOCUS CAPITAL PARTNERS, LLC | 90.260.123 $ | -12.144.417 $ | -11,9 % | 102.404.540 $ | +12.595.211 $ | +14,0 % | 89.809.329 $ | +13.523.592 $ | +17,7 % | 76.285.737 $ | +14.443.325 $ | +23,4 % |
| Neuberger Berman Group LLC | 85.371.832 $ | -14.681.727 $ | -14,7 % | 100.053.559 $ | +5.375.200 $ | +5,7 % | 94.678.359 $ | +6.690.921 $ | +7,6 % | 87.987.438 $ | +11.586.170 $ | +15,2 % |
| Focus Partners Wealth | 82.428.751 $ | -16.684.392 $ | -16,8 % | 99.113.143 $ | +7.746.259 $ | +8,5 % | 91.366.884 $ | +54.480.821 $ | +147,7 % | 36.886.063 $ | +7.820.820 $ | +26,9 % |
| Asset Management One Co., Ltd. | 99.082.476 $ | +30.359.540 $ | +44,2 % | 68.722.936 $ | +14.869.334 $ | +27,6 % | 53.853.602 $ | +39.626.194 $ | +278,5 % | 14.227.408 $ | +11.698.710 $ | +462,6 % |
| FRANKLIN RESOURCES INC | 81.143.201 $ | -16.478.307 $ | -16,9 % | 97.621.508 $ | +2.285.720 $ | +2,4 % | 95.335.788 $ | +5.390.394 $ | +6,0 % | 89.945.394 $ | +12.823.846 $ | +16,6 % |
| NewEdge Advisors, LLC | 57.553.235 $ | -6.962.435 $ | -10,8 % | 64.515.670 $ | -32.579.556 $ | -33,6 % | 97.095.226 $ | +10.656.551 $ | +12,3 % | 86.438.675 $ | +35.542.362 $ | +69,8 % |
| Dynasty Wealth Management, LLC | 76.540.552 $ | -12.656.732 $ | -14,2 % | 89.197.284 $ | -7.197.321 $ | -7,5 % | 96.394.605 $ | +8.892.414 $ | +10,2 % | 87.502.191 $ | +16.921.338 $ | +24,0 % |
| FORBES J M & CO LLP | 68.840.353 $ | -12.161.143 $ | -15,0 % | 81.001.496 $ | -15.035.682 $ | -15,7 % | 96.037.178 $ | +10.356.470 $ | +12,1 % | 85.680.708 $ | +12.866.615 $ | +17,7 % |
| D. E. Shaw & Co., Inc. | 95.248.361 $ | |||||||||||
| MAI Capital Management | 91.115.290 $ | +10.119.772 $ | +12,5 % | 80.995.518 $ | +7.541.937 $ | +10,3 % | 73.453.581 $ | +29.447.790 $ | +66,9 % | 44.005.791 $ | +10.746.146 $ | +32,3 % |
| First Command Advisory Services, Inc. | 64.094.443 $ | -26.672.184 $ | -29,4 % | 90.766.627 $ | +1.418.929 $ | +1,6 % | 89.347.698 $ | +2.883.351 $ | +3,3 % | 86.464.347 $ | +9.753.165 $ | +12,7 % |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 76.854.078 $ | -12.875.170 $ | -14,3 % | 89.729.248 $ | +50.223.809 $ | +127,1 % | 39.505.439 $ | +4.088.280 $ | +11,5 % | 35.417.159 $ | +5.066.547 $ | +16,7 % |
| DEUTSCHE BANK AG\ | 74.017.394 $ | -13.957.911 $ | -15,9 % | 87.975.305 $ | +3.442.431 $ | +4,1 % | 84.532.874 $ | +11.272.623 $ | +15,4 % | 73.260.251 $ | +6.042.657 $ | +9,0 % |
| Mirae Asset Global Investments Co., Ltd. | 42.227.463 $ | -44.324.837 $ | -51,2 % | 86.552.300 $ | +5.819.782 $ | +7,2 % | 80.732.518 $ | +27.500.244 $ | +51,7 % | 53.232.274 $ | +8.246.892 $ | +18,3 % |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 76.956.859 $ | -8.713.426 $ | -10,2 % | 85.670.285 $ | +10.470.257 $ | +13,9 % | 75.200.028 $ | +8.000.717 $ | +11,9 % | 67.199.311 $ | +9.831.977 $ | +17,1 % |
| ASSETMARK, INC | 74.429.794 $ | +103.982 $ | +0,1 % | 74.325.812 $ | -10.441.074 $ | -12,3 % | 84.766.886 $ | +31.997.429 $ | +60,6 % | 52.769.457 $ | +10.569.198 $ | +25,0 % |
| Tanglewood Wealth Management, Inc. | 58.906.106 $ | -21.962.004 $ | -27,2 % | 80.868.110 $ | -3.711.111 $ | -4,4 % | 84.579.221 $ | +532.855 $ | +0,6 % | 84.046.366 $ | +11.991.194 $ | +16,6 % |
| CENTRAL TRUST Co | 66.999.420 $ | -14.512.700 $ | -17,8 % | 81.512.120 $ | -1.054.816 $ | -1,3 % | 82.566.936 $ | +4.071.027 $ | +5,2 % | 78.495.909 $ | +4.998.288 $ | +6,8 % |
| Vident Advisory, LLC | 28.272.066 $ | -51.680.636 $ | -64,6 % | 79.952.702 $ | +4.486.987 $ | +5,9 % | 75.465.715 $ | +43.287.481 $ | +134,5 % | 32.178.234 $ | +8.815.586 $ | +37,7 % |
| BARCLAYS PLC | 66.514.268 $ | -11.192.336 $ | -14,4 % | 77.706.604 $ | +77.495.724 $ | +36.748,7 % | 210.880 $ | -1.369.540 $ | -86,7 % | 1.580.420 $ | +740.805 $ | +88,2 % |
| BANK OF MONTREAL /CAN/ | 32.206.148 $ | -5.644.290 $ | -14,9 % | 37.850.438 $ | +5.249.016 $ | +16,1 % | 32.601.422 $ | -45.017.393 $ | -58,0 % | 77.618.815 $ | +16.762.502 $ | +27,5 % |
| 1832 Asset Management L.P. | 75.944.955 $ | +8.012.154 $ | +11,8 % | |||||||||
| National Philanthropic Trust | 56.103.250 $ | -10.896.499 $ | -16,3 % | 66.999.749 $ | -8.162.129 $ | -10,9 % | 75.161.878 $ | +15.871.793 $ | +26,8 % | 59.290.085 $ | +15.505.071 $ | +35,4 % |
| Quadrature Capital Ltd | 2.471.065 $ | -72.455.003 $ | -96,7 % | 74.926.068 $ | +57.680.181 $ | +334,5 % | 17.245.887 $ | -64.137.634 $ | -78,8 % | |||
| Creative Planning | 61.866.506 $ | -12.608.506 $ | -16,9 % | 74.475.012 $ | +8.874.613 $ | +13,5 % | 65.600.399 $ | +7.343.297 $ | +12,6 % | 58.257.102 $ | +10.605.110 $ | +22,3 % |
| VCU Investment Management Co | 73.239.263 $ | +6.079.151 $ | +9,1 % | 67.160.112 $ | +5.324.968 $ | +8,6 % | 61.835.144 $ | |||||
| FIFTH THIRD BANCORP | 71.155.542 $ | -1.387.703 $ | -1,9 % | 72.543.245 $ | +36.501.331 $ | +101,3 % | 36.041.914 $ | +5.973.414 $ | +19,9 % | 30.068.500 $ | +6.379.816 $ | +26,9 % |
| Circle Wealth Management, LLC | 61.849.712 $ | -10.361.527 $ | -14,3 % | 72.211.239 $ | +5.725.460 $ | +8,6 % | 66.485.779 $ | +6.880.381 $ | +11,5 % | 59.605.398 $ | +8.774.640 $ | +17,3 % |
| ANDERSON HOAGLAND & CO | 58.117.027 $ | -13.079.226 $ | -18,4 % | 71.196.253 $ | +4.849.356 $ | +7,3 % | 66.346.897 $ | +7.286.838 $ | +12,3 % | 59.060.059 $ | +12.769.233 $ | +27,6 % |
| IMC-Chicago, LLC | 66.597.555 $ | -2.569.255 $ | -3,7 % | 69.166.810 $ | +11.657.865 $ | +20,3 % | 57.508.945 $ | +26.610.803 $ | +86,1 % | 30.898.142 $ | +3.296.546 $ | +11,9 % |
| Pictet Asset Management Holding SA | 67.912.075 $ | +23.075.829 $ | +51,5 % | 44.836.246 $ | +7.196.082 $ | +19,1 % | 37.640.164 $ | +4.358.529 $ | +13,1 % | 33.281.635 $ | +19.960.303 $ | +149,8 % |
| LIFE LINE WEALTH MANAGEMENT LLC | 38.131.580 $ | -29.597.155 $ | -43,7 % | 67.728.735 $ | +21.306.496 $ | +45,9 % | 46.422.239 $ | +6.260.216 $ | +15,6 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 52.178.038 $ | -3.225.887 $ | -5,8 % | 55.403.925 $ | -11.250.672 $ | -16,9 % | 66.654.597 $ | +7.289.814 $ | +12,3 % | 59.364.783 $ | +5.429.631 $ | +10,1 % |
| Oxbow Advisors, LLC | 58.472.867 $ | -1.516.266 $ | -2,5 % | 59.989.133 $ | -5.143.583 $ | -7,9 % | 65.132.716 $ | -1.246.513 $ | -1,9 % | 66.379.229 $ | +7.372.482 $ | +12,5 % |
| IEQ CAPITAL, LLC | 47.968.337 $ | -15.030.464 $ | -23,9 % | 62.998.801 $ | -2.960.751 $ | -4,5 % | 65.959.552 $ | +15.720.381 $ | +31,3 % | 50.239.171 $ | +12.313.502 $ | +32,5 % |
| Gotham Asset Management, LLC | 65.335.376 $ | +692.562 $ | +1,1 % | 64.642.814 $ | +44.237.160 $ | +216,8 % | 20.405.654 $ | +10.101.288 $ | +98,0 % | |||
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 53.445.978 $ | -11.844.524 $ | -18,1 % | 65.290.502 $ | +4.347.661 $ | +7,1 % | 60.942.841 $ | -2.602.834 $ | -4,1 % | 63.545.675 $ | +10.421.123 $ | +19,6 % |
| MERCER GLOBAL ADVISORS INC /ADV | 50.371.870 $ | -9.794.663 $ | -16,3 % | 60.166.533 $ | -4.979.726 $ | -7,6 % | 65.146.259 $ | +10.488.716 $ | +19,2 % | 54.657.543 $ | -2.280.071 $ | -4,0 % |
| Capital Asset Advisory Services LLC | 49.854.494 $ | -8.204.207 $ | -14,1 % | 58.058.701 $ | -5.809.653 $ | -9,1 % | 63.868.354 $ | +3.305.106 $ | +5,5 % | 60.563.248 $ | +2.410.949 $ | +4,1 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 52.783.375 $ | -6.416.663 $ | -10,8 % | 59.200.038 $ | -3.832.416 $ | -6,1 % | 63.032.454 $ | +1.113.865 $ | +1,8 % | 61.918.589 $ | +3.824.314 $ | +6,6 % |
| Pureheart Capital Pte Ltd. | 61.126.800 $ | -72.448.320 $ | -54,2 % | |||||||||
| Equitable Holdings, Inc. | 28.078.037 $ | -17.108.869 $ | -37,9 % | 45.186.906 $ | -14.764.120 $ | -24,6 % | 59.951.026 $ | +9.751.879 $ | +19,4 % | 50.199.147 $ | +10.726.452 $ | +27,2 % |
| Steward Partners Investment Advisory, LLC | 40.042.820 $ | -16.372.901 $ | -29,0 % | 56.415.721 $ | -3.102.997 $ | -5,2 % | 59.518.718 $ | +8.112.843 $ | +15,8 % | 51.405.875 $ | +18.951.305 $ | +58,4 % |
| Narwhal Capital Management | 50.749.289 $ | -8.470.692 $ | -14,3 % | 59.219.981 $ | +4.623.172 $ | +8,5 % | 54.596.809 $ | +5.692.385 $ | +11,6 % | 48.904.424 $ | +7.013.782 $ | +16,7 % |
| EverSource Wealth Advisors, LLC | 50.003.421 $ | -9.169.177 $ | -15,5 % | 59.172.598 $ | +191.408 $ | +0,3 % | 58.981.190 $ | +5.835.196 $ | +11,0 % | 53.145.994 $ | +7.470.383 $ | +16,4 % |
| Biltmore Family Office, LLC | 48.750.218 $ | -9.613.883 $ | -16,5 % | 58.364.101 $ | +4.530.492 $ | +8,4 % | 53.833.609 $ | +1.908.967 $ | +3,7 % | 51.924.642 $ | +8.142.368 $ | +18,6 % |
| GenWealth Group, Inc. | 48.063.776 $ | -7.053.856 $ | -12,8 % | 55.117.632 $ | -3.122.337 $ | -5,4 % | 58.239.969 $ | +5.794.994 $ | +11,0 % | 52.444.975 $ | +9.693.952 $ | +22,7 % |
| BOK Financial Private Wealth, Inc. | 34.547.352 $ | -23.649.325 $ | -40,6 % | 58.196.677 $ | +22.777.370 $ | +64,3 % | 35.419.307 $ | +30.980.409 $ | +697,9 % | 4.438.898 $ | +1.942.564 $ | +77,8 % |
| Williams Jones Wealth Management, LLC. | 45.737.464 $ | -12.126.793 $ | -21,0 % | 57.864.257 $ | +6.414.490 $ | +12,5 % | 51.449.767 $ | +7.445.384 $ | +16,9 % | 44.004.383 $ | +19.519.664 $ | +79,7 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 4.668.481 $ | -1.017.662 $ | -17,9 % | 5.686.143 $ | -51.751.941 $ | -90,1 % | 57.438.084 $ | +8.860.034 $ | +18,2 % | 48.578.050 $ | +9.452.513 $ | +24,2 % |
| Kestra Advisory Services, LLC | 48.389.671 $ | -8.312.708 $ | -14,7 % | 56.702.379 $ | +9.719.615 $ | +20,7 % | 46.982.764 $ | +7.043.994 $ | +17,6 % | 39.938.770 $ | +10.382.694 $ | +35,1 % |
| JONES FINANCIAL COMPANIES LLLP | 56.151.461 $ | +1.089.958 $ | +2,0 % | 55.061.503 $ | +21.751.932 $ | +65,3 % | 33.309.571 $ | +11.400.720 $ | +52,0 % | 21.908.851 $ | +6.937.352 $ | +46,3 % |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 55.887.000 $ | +5.837.000 $ | +11,7 % | 50.050.000 $ | +7.163.000 $ | +16,7 % | ||||||
| Evercore Wealth Management, LLC | 47.417.562 $ | -7.297.355 $ | -13,3 % | 54.714.917 $ | +3.925.306 $ | +7,7 % | 50.789.611 $ | +5.708.960 $ | +12,7 % | 45.080.651 $ | +5.422.497 $ | +13,7 % |
| Merit Financial Group, LLC | 34.243.603 $ | -18.759.330 $ | -35,4 % | 53.002.933 $ | -522.742 $ | -1,0 % | 53.525.675 $ | +11.058.729 $ | +26,0 % | 42.466.946 $ | +20.261.007 $ | +91,2 % |
| NATIONAL BANK OF CANADA /FI/ | 45.677.891 $ | -7.640.955 $ | -14,3 % | 53.318.846 $ | +1.655.036 $ | +3,2 % | 51.663.810 $ | +5.784.935 $ | +12,6 % | 45.878.875 $ | +6.582.622 $ | +16,8 % |
| Parker Investment Management, LLC | 3.489.762 $ | -20.764.102 $ | -85,6 % | 24.253.864 $ | -28.616.288 $ | -54,1 % | 52.870.152 $ | +2.121.300 $ | +4,2 % | 50.748.852 $ | +44.333.193 $ | +691,0 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 40.654.659 $ | -12.189.150 $ | -23,1 % | 52.843.809 $ | ||||||||
| Meridian Wealth Advisors, LLC | 51.577.693 $ | +5.250.358 $ | +11,3 % | 46.327.335 $ | +4.057.386 $ | +9,6 % | 42.269.949 $ | +8.260.517 $ | +24,3 % | |||
| IFP Advisors, Inc | 42.520.429 $ | -8.666.737 $ | -16,9 % | 51.187.166 $ | +3.632.358 $ | +7,6 % | 47.554.808 $ | +5.358.556 $ | +12,7 % | 42.196.252 $ | +7.073.773 $ | +20,1 % |
| Intellus Advisors LLC | 44.525.529 $ | -6.291.835 $ | -12,4 % | 50.817.364 $ | +3.203.367 $ | +6,7 % | 47.613.997 $ | -1.357.593 $ | -2,8 % | 48.971.590 $ | +7.301.266 $ | +17,5 % |
| China Universal Asset Management Co., Ltd. | 36.620.979 $ | -13.659.871 $ | -27,2 % | 50.280.850 $ | +27.286.155 $ | +118,7 % | 22.994.695 $ | +4.921.025 $ | +27,2 % | 18.073.670 $ | +1.596.735 $ | +9,7 % |
| Stratos Wealth Partners, LTD. | 24.909.227 $ | -24.952.148 $ | -50,0 % | 49.861.375 $ | +18.855.474 $ | +60,8 % | 31.005.901 $ | +1.902.145 $ | +6,5 % | 29.103.756 $ | +16.122.836 $ | +124,2 % |
| VICUS CAPITAL | 7.802.323 $ | -810.129 $ | -9,4 % | 8.612.452 $ | -40.528.437 $ | -82,5 % | 49.140.889 $ | +4.816.703 $ | +10,9 % | 44.324.186 $ | +5.210.527 $ | +13,3 % |
| FOURPATH CAPITAL MANAGEMENT, LLC | 20.030.915 $ | -14.048.744 $ | -41,2 % | 34.079.659 $ | -14.722.586 $ | -30,2 % | 48.802.245 $ | +6.080.506 $ | +14,2 % | 42.721.739 $ | +8.753.623 $ | +25,8 % |
| STUART INVESTMENT ADVISORS, INC. | 41.452.135 $ | -6.708.576 $ | -13,9 % | 48.160.711 $ | +1.617.964 $ | +3,5 % | 46.542.747 $ | +3.496.988 $ | +8,1 % | 43.045.759 $ | +5.945.480 $ | +16,0 % |
| NorthCoast Asset Management LLC | 396.731 $ | +34.392 $ | +9,5 % | 362.339 $ | -120.056 $ | -24,9 % | 482.395 $ | -47.405.506 $ | -99,0 % | 47.887.901 $ | +6.200.127 $ | +14,9 % |
| SAGESPRING WEALTH PARTNERS, LLC | 31.503.934 $ | -3.658.910 $ | -10,4 % | 35.162.844 $ | -12.095.164 $ | -25,6 % | 47.258.008 $ | +2.251.204 $ | +5,0 % | 45.006.804 $ | +8.231.271 $ | +22,4 % |
| Strategic Point Investment Advisors, LLC | 41.921.499 $ | -5.204.220 $ | -11,0 % | 47.125.719 $ | +3.844.385 $ | +8,9 % | 43.281.334 $ | +4.902.482 $ | +12,8 % | 38.378.852 $ | +5.494.311 $ | +16,7 % |
| BLAIR WILLIAM & CO/IL | 39.627.346 $ | -7.111.648 $ | -15,2 % | 46.738.994 $ | +13.666.034 $ | +41,3 % | 33.072.960 $ | +6.486.367 $ | +24,4 % | 26.586.593 $ | +8.417.944 $ | +46,3 % |
| CADINHA & CO LLC | 39.009.825 $ | -6.975.489 $ | -15,2 % | 45.985.314 $ | +3.232.994 $ | +7,6 % | 42.752.320 $ | +4.278.384 $ | +11,1 % | 38.473.936 $ | +5.879.299 $ | +18,0 % |
| AlphaCore Capital LLC | 44.652.551 $ | -938.999 $ | -2,1 % | 45.591.550 $ | +11.161.734 $ | +32,4 % | 34.429.816 $ | +7.031.797 $ | +25,7 % | 27.398.019 $ | +5.219.396 $ | +23,5 % |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 37.785.884 $ | -4.862.221 $ | -11,4 % | 42.648.105 $ | +4.545.771 $ | +11,9 % | 38.102.334 $ | +5.323.597 $ | +16,2 % | 32.778.737 $ | +9.154.025 $ | +38,7 % |
| Eurizon Asset Management Hungary Ltd. | 40.252.415 $ | -2.242.033 $ | -5,3 % | 42.494.448 $ | ||||||||
| COMERICA BANK | 42.049.465 $ | +17.972.350 $ | +74,6 % | 24.077.115 $ | +5.801.629 $ | +31,7 % | ||||||
| Beacon Pointe Advisors, LLC | 34.141.341 $ | -7.235.962 $ | -17,5 % | 41.377.303 $ | +15.698.952 $ | +61,1 % | 25.678.351 $ | +3.944.355 $ | +18,1 % | 21.733.996 $ | -409.666 $ | -1,9 % |
| Zhang Financial LLC | 35.334.197 $ | -5.549.274 $ | -13,6 % | 40.883.471 $ | +2.455.954 $ | +6,4 % | 38.427.517 $ | +3.818.433 $ | +11,0 % | 34.609.084 $ | +5.065.220 $ | +17,1 % |
| TD Waterhouse Canada Inc. | 39.297.533 $ | -1.573.393 $ | -3,8 % | 40.870.926 $ | +5.238.368 $ | +14,7 % | 35.632.558 $ | +6.061.834 $ | +20,5 % | 29.570.724 $ | +6.501.148 $ | +28,2 % |
| Capital Group Private Client Services, Inc. | 34.658.939 $ | -5.743.996 $ | -14,2 % | 40.402.935 $ | +6.508.291 $ | +19,2 % | 33.894.644 $ | +5.060.259 $ | +17,5 % | 28.834.385 $ | +5.157.353 $ | +21,8 % |
| Cercano Management LLC | 22.419.088 $ | -17.964.773 $ | -44,5 % | 40.383.861 $ | +36.027.194 $ | +826,9 % | 4.356.667 $ | +623.236 $ | +16,7 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30.160.324 $ | -4.561.991 $ | -13,1 % | 34.722.315 $ | -4.804.148 $ | -12,2 % | 39.526.463 $ | +5.480.669 $ | +16,1 % | 34.045.794 $ | +7.743.884 $ | +29,4 % |
| MACKAY SHIELDS LLC | 24.768.790 $ | -9.626.834 $ | -28,0 % | 34.395.624 $ | -4.160.126 $ | -10,8 % | 38.555.750 $ | +351.500 $ | +0,9 % | 38.204.250 $ | +3.594.450 $ | +10,4 % |
| Myriad Asset Management Advisors LLC | 36.303.000 $ | -2.097.646 $ | -5,5 % | 38.400.646 $ | ||||||||
| Argos Wealth Advisors, LLC | 33.297.720 $ | -4.630.123 $ | -12,2 % | 37.927.843 $ | +2.828.474 $ | +8,1 % | 35.099.369 $ | |||||
| Fielder Capital Group LLC | 32.293.007 $ | -5.592.069 $ | -14,8 % | 37.885.076 $ | +2.035.064 $ | +5,7 % | 35.850.012 $ | +4.417.110 $ | +14,1 % | 31.432.902 $ | +3.933.724 $ | +14,3 % |
| MGO ONE SEVEN LLC | 27.139.168 $ | -2.173.802 $ | -7,4 % | 29.312.970 $ | -8.528.061 $ | -22,5 % | 37.841.031 $ | +9.109.755 $ | +31,7 % | 28.731.276 $ | +10.957.920 $ | +61,7 % |
| WESCAP Management Group, Inc. | 31.835.469 $ | -5.950.171 $ | -15,7 % | 37.785.640 $ | +1.647.133 $ | +4,6 % | 36.138.507 $ | +3.412.164 $ | +10,4 % | 32.726.343 $ | +6.516.061 $ | +24,9 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 30.519.000 $ | +5.168.000 $ | +20,4 % | 25.351.000 $ | -12.166.000 $ | -32,4 % | 37.517.000 $ | +9.820.000 $ | +35,5 % | 27.697.000 $ | +22.540.000 $ | +437,1 % |
| SPINNAKER TRUST | 31.871.714 $ | -4.910.313 $ | -13,3 % | 36.782.027 $ | +3.013.034 $ | +8,9 % | 33.768.993 $ | +1.130.338 $ | +3,5 % | 32.638.655 $ | +5.298.223 $ | +19,4 % |
| Kingsview Wealth Management, LLC | 25.329.905 $ | -4.937.010 $ | -16,3 % | 30.266.915 $ | -6.018.348 $ | -16,6 % | 36.285.263 $ | +653.068 $ | +1,8 % | 35.632.195 $ | +13.966.959 $ | +64,5 % |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 30.039.766 $ | -5.790.750 $ | -16,2 % | 35.830.516 $ | +5.278.696 $ | +17,3 % | 30.551.820 $ | +5.087.196 $ | +20,0 % | 25.464.624 $ | +3.642.802 $ | +16,7 % |
| VCI Wealth Management LLC | 26.240.254 $ | -1.804.147 $ | -6,4 % | 28.044.401 $ | -7.232.812 $ | -20,5 % | 35.277.213 $ | +2.941.791 $ | +9,1 % | 32.335.422 $ | +5.742.873 $ | +21,6 % |
| Kaydan Wealth Management, Inc. | 375.738 $ | -15.314.538 $ | -97,6 % | 15.690.276 $ | -19.342.452 $ | -55,2 % | 35.032.728 $ | +2.572.723 $ | +7,9 % | 32.460.005 $ | +10.057.487 $ | +44,9 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12.284.734 $ | -2.038.508 $ | -14,2 % | 14.323.242 $ | -20.667.409 $ | -59,1 % | 34.990.651 $ | +2.990.497 $ | +9,3 % | 32.000.154 $ | +14.348.532 $ | +81,3 % |
| VPR Management LLC | 29.858.919 $ | -5.002.190 $ | -14,3 % | 34.861.109 $ | +2.764.056 $ | +8,6 % | 32.097.053 $ | +1.320.437 $ | +4,3 % | 30.776.616 $ | +4.402.701 $ | +16,7 % |
| West Family Investments, Inc. | 34.066.523 $ | -369.687 $ | -1,1 % | 34.436.210 $ | +1.108.278 $ | +3,3 % | 33.327.932 $ | +4.766.304 $ | +16,7 % | |||
| US BANCORP \DE\ | 18.234.948 $ | -3.400.372 $ | -15,7 % | 21.635.320 $ | -12.706.812 $ | -37,0 % | 34.342.132 $ | +3.064.837 $ | +9,8 % | 31.277.295 $ | +9.100.397 $ | +41,0 % |
| BFSG, LLC | 30.050.602 $ | -4.055.020 $ | -11,9 % | 34.105.622 $ | +2.953.834 $ | +9,5 % | 31.151.788 $ | +3.425.290 $ | +12,4 % | 27.726.498 $ | +4.469.990 $ | +19,2 % |
| Quent Capital, LLC | 26.839.513 $ | -4.287.006 $ | -13,8 % | 31.126.519 $ | -2.589.389 $ | -7,7 % | 33.715.908 $ | +2.241.064 $ | +7,1 % | 31.474.844 $ | +4.317.376 $ | +15,9 % |
| Checchi Capital Advisers, LLC | 33.556.342 $ | +5.617.468 $ | +20,1 % | 27.938.874 $ | -1.154.970 $ | -4,0 % | 29.093.844 $ | -1.088.969 $ | -3,6 % | 30.182.813 $ | +6.783.720 $ | +29,0 % |
| Independent Family Office, LLC | 28.385.417 $ | -4.555.126 $ | -13,8 % | 32.940.543 $ | +1.537.250 $ | +4,9 % | 31.403.293 $ | +2.869.157 $ | +10,1 % | 28.534.136 $ | +3.533.575 $ | +14,1 % |
| Ancora Advisors LLC | 17.410.019 $ | -15.396.386 $ | -46,9 % | 32.806.405 $ | +4.041.217 $ | +14,0 % | 28.765.188 $ | +3.978.902 $ | +16,1 % | 24.786.286 $ | +10.943.648 $ | +79,1 % |
| Bank Julius Baer & Co. Ltd, Zurich | 23.537.718 $ | -9.231.963 $ | -28,2 % | 32.769.681 $ | +807.729 $ | +2,5 % | 31.961.952 $ | +18.401.545 $ | +135,7 % | 13.560.407 $ | +1.757.275 $ | +14,9 % |
| Chemistry Wealth Management LLC | 28.025.950 $ | -4.206.924 $ | -13,1 % | 32.232.874 $ | +2.879.178 $ | +9,8 % | 29.353.696 $ | +3.427.423 $ | +13,2 % | 25.926.273 $ | +4.643.429 $ | +21,8 % |
| Sowa Financial Group, Inc. | 21.536.000 $ | -4.642.000 $ | -17,7 % | 26.178.000 $ | -6.007.000 $ | -18,7 % | 32.185.000 $ | +2.596.000 $ | +8,8 % | 29.589.000 $ | +4.571.000 $ | +18,3 % |
| JB Capital LLC | 13.278.418 $ | +1.296.566 $ | +10,8 % | 11.981.852 $ | -19.878.785 $ | -62,4 % | 31.860.637 $ | +1.284.066 $ | +4,2 % | 30.576.571 $ | +15.237.258 $ | +99,3 % |
| Arax Advisory Partners | 23.493.229 $ | +14.925.226 $ | +174,2 % | 8.568.003 $ | -5.537.624 $ | -39,3 % | 14.105.627 $ | -17.107.159 $ | -54,8 % | 31.212.786 $ | +26.827.023 $ | +611,7 % |
| Vision Capital Management, Inc. | 23.246.358 $ | -3.342.258 $ | -12,6 % | 26.588.616 $ | -4.434.397 $ | -14,3 % | 31.023.013 $ | +3.122.194 $ | +11,2 % | 27.900.819 $ | +4.418.349 $ | +18,8 % |
| AE Wealth Management LLC | 13.251.370 $ | -4.365.083 $ | -24,8 % | 17.616.453 $ | -13.154.613 $ | -42,7 % | 30.771.066 $ | +5.294.439 $ | +20,8 % | 25.476.627 $ | +7.539.901 $ | +42,0 % |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23.192.519 $ | +12.078.452 $ | +108,7 % | 11.114.067 $ | -2.752.610 $ | -19,9 % | 13.866.677 $ | -16.902.225 $ | -54,9 % | 30.768.902 $ | +3.818.906 $ | +14,2 % |
| AllGen Financial Advisors, Inc. | 23.119.689 $ | -6.167.768 $ | -21,1 % | 29.287.457 $ | -1.452.271 $ | -4,7 % | 30.739.728 $ | +4.099.795 $ | +15,4 % | 26.639.933 $ | +4.101.033 $ | +18,2 % |
| Advocacy Wealth Management, LLC | 14.926.515 $ | -1.415.352 $ | -8,7 % | 16.341.867 $ | -14.384.062 $ | -46,8 % | 30.725.929 $ | +2.772.352 $ | +9,9 % | 27.953.577 $ | +5.791.020 $ | +26,1 % |
| Sunbelt Securities, Inc. | 22.369.297 $ | +1.083.746 $ | +5,1 % | 21.285.551 $ | -9.431.476 $ | -30,7 % | 30.717.027 $ | +18.227.535 $ | +145,9 % | |||
| FIRST FOUNDATION ADVISORS | 27.135.424 $ | -3.524.244 $ | -11,5 % | 30.659.668 $ | +2.907.807 $ | +10,5 % | 27.751.861 $ | +3.636.246 $ | +15,1 % | 24.115.615 $ | +2.058.072 $ | +9,3 % |
| Orion Porfolio Solutions, LLC | 24.049.859 $ | -6.382.630 $ | -21,0 % | 30.432.489 $ | -1.655 $ | -0,0 % | 30.434.144 $ | +11.092.388 $ | +57,3 % | 19.341.756 $ | +6.304.453 $ | +48,4 % |
| Summit Trail Advisors, LLC | 25.424.761 $ | -4.793.741 $ | -15,9 % | 30.218.502 $ | +6.252.915 $ | +26,1 % | 23.965.587 $ | -4.408.738 $ | -15,5 % | 28.374.325 $ | +10.665.140 $ | +60,2 % |
| Perigon Wealth Management, LLC | 26.029.597 $ | -4.162.842 $ | -13,8 % | 30.192.439 $ | ||||||||
| New Harbor Financial Group, LLC | 10.240.742 $ | -19.826.667 $ | -65,9 % | 30.067.409 $ | ||||||||
| WOLVERINE TRADING, LLC | 29.845.592 $ | +13.153.485 $ | +78,8 % | |||||||||
| Mader & Shannon Wealth Management, Inc. | 25.230.458 $ | -4.120.739 $ | -14,0 % | 29.351.197 $ | -147.214 $ | -0,5 % | 29.498.411 $ | +0 $ | +0,0 % | 29.498.411 $ | +4.616.210 $ | +18,6 % |
| Integrated Wealth Concepts LLC | 29.422.732 $ | +1.645.104 $ | +5,9 % | 27.777.628 $ | -999.012 $ | -3,5 % | 28.776.640 $ | +4.415.502 $ | +18,1 % | 24.361.138 $ | +5.239.315 $ | +27,4 % |
| TRUE Private Wealth Advisors | 29.392.675 $ | +11.262.019 $ | +62,1 % | 18.130.656 $ | +15.135.073 $ | +505,2 % | 2.995.583 $ | +310.730 $ | +11,6 % | 2.684.853 $ | +361.370 $ | +15,6 % |
| CHATHAM CAPITAL GROUP, INC. | 23.592.722 $ | -4.970.677 $ | -17,4 % | 28.563.399 $ | -799.849 $ | -2,7 % | 29.363.248 $ | +2.761.083 $ | +10,4 % | 26.602.165 $ | +4.071.497 $ | +18,1 % |
| BOKF, NA | 25.116.719 $ | -4.061.340 $ | -13,9 % | 29.178.059 $ | +3.954.369 $ | +15,7 % | 25.223.690 $ | +1.941.991 $ | +8,3 % | 23.281.699 $ | +3.629.194 $ | +18,5 % |
| Dakota Wealth Management | 24.925.549 $ | -4.072.744 $ | -14,0 % | 28.998.293 $ | +1.195.782 $ | +4,3 % | 27.802.511 $ | +2.832.795 $ | +11,3 % | 24.969.716 $ | +3.485.947 $ | +16,2 % |
| Parcion Private Wealth LLC | 24.056.168 $ | -4.930.359 $ | -17,0 % | 28.986.527 $ | +1.859.469 $ | +6,9 % | 27.127.058 $ | +2.615.171 $ | +10,7 % | 24.511.887 $ | +3.291.805 $ | +15,5 % |
| Avestar Capital, LLC | 25.386.849 $ | -3.537.445 $ | -12,2 % | 28.924.294 $ | +4.158.232 $ | +16,8 % | 24.766.062 $ | +5.671.919 $ | +29,7 % | 19.094.143 $ | +3.017.592 $ | +18,8 % |
| Pathstone Holdings, LLC | 28.754.434 $ | +16.437.688 $ | +133,5 % | 12.316.746 $ | +798.315 $ | +6,9 % | 11.518.431 $ | +1.318.186 $ | +12,9 % | 10.200.245 $ | +1.739.240 $ | +20,6 % |
| Arkos Global Advisors | 28.579.000 $ | +2.994.000 $ | +11,7 % | 25.585.000 $ | +2.683.000 $ | +11,7 % | 22.902.000 $ | +9.922.000 $ | +76,4 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 26.703.409 $ | -1.827.972 $ | -6,4 % | 28.531.381 $ | +3.764.466 $ | +15,2 % | 24.766.915 $ | +3.869.481 $ | +18,5 % | 20.897.434 $ | +5.894.491 $ | +39,3 % |
| World Investment Advisors | 28.075.206 $ | +2.971.591 $ | +11,8 % | 25.103.615 $ | +6.533.879 $ | +35,2 % | 18.569.736 $ | +3.629.923 $ | +24,3 % | |||
| Prime Capital Investment Advisors, LLC | 23.578.424 $ | -4.244.722 $ | -15,3 % | 27.823.146 $ | +2.497.359 $ | +9,9 % | 25.325.787 $ | +2.824.480 $ | +12,6 % | 22.501.307 $ | +3.904.111 $ | +21,0 % |
| JAMES INVESTMENT RESEARCH, INC. | 21.290.196 $ | -3.834.875 $ | -15,3 % | 25.125.071 $ | -2.419.644 $ | -8,8 % | 27.544.715 $ | +2.830.495 $ | +11,5 % | 24.714.220 $ | +2.409.295 $ | +10,8 % |
| FIRST AMERICAN TRUST, FSB | 16.174.194 $ | -7.531.631 $ | -31,8 % | 23.705.825 $ | -3.757.139 $ | -13,7 % | 27.462.964 $ | +2.906.904 $ | +11,8 % | 24.556.060 $ | +3.774.816 $ | +18,2 % |
| Summit Financial, LLC | 22.637.246 $ | -4.510.955 $ | -16,6 % | 27.148.201 $ | +5.221.227 $ | +23,8 % | 21.926.974 $ | +1.921.960 $ | +9,6 % | 20.005.014 $ | +2.870.045 $ | +16,7 % |
| Farther Finance Advisors, LLC | 23.967.912 $ | -3.003.117 $ | -11,1 % | 26.971.029 $ | +12.991.408 $ | +92,9 % | 13.979.621 $ | +4.760.724 $ | +51,6 % | 9.218.897 $ | +2.886.869 $ | +45,6 % |
| Yeomans Consulting Group, Inc. | 26.902.822 $ | +362.695 $ | +1,4 % | 26.540.127 $ | +3.135.712 $ | +13,4 % | ||||||
| Shah Wealth Advisors, LLC | 26.830.817 $ | |||||||||||
| Cardinal Point Capital Management ULC | 22.300.331 $ | -4.449.661 $ | -16,6 % | 26.749.992 $ | +2.525.658 $ | +10,4 % | 24.224.334 $ | +991.037 $ | +4,3 % | 23.233.297 $ | +4.182.909 $ | +22,0 % |
| Waverly Advisors, LLC | 26.685.238 $ | +17.052.849 $ | +177,0 % | 9.632.389 $ | +2.108.356 $ | +28,0 % | 7.524.033 $ | +6.407.832 $ | +574,1 % | 1.116.201 $ | +256.818 $ | +29,9 % |
| AMG National Trust Bank | 20.609.849 $ | -6.067.817 $ | -22,7 % | 26.677.666 $ | +2.590.301 $ | +10,8 % | 24.087.365 $ | +1.414.126 $ | +6,2 % | 22.673.239 $ | +3.539.692 $ | +18,5 % |
| Myriad Asset Management US LP | 12.854.000 $ | +1.021.346 $ | +8,6 % | 11.832.654 $ | -14.762.838 $ | -55,5 % | 26.595.492 $ | +22.632.007 $ | +571,0 % | |||
| LVM CAPITAL MANAGEMENT LTD/MI | 22.622.000 $ | -3.924.000 $ | -14,8 % | 26.546.000 $ | +2.084.000 $ | +8,5 % | 24.462.000 $ | +2.960.000 $ | +13,8 % | 21.502.000 $ | +3.251.000 $ | +17,8 % |
| Ascent Group, LLC | 11.304.867 $ | -636.051 $ | -5,3 % | 11.940.918 $ | -14.431.297 $ | -54,7 % | 26.372.215 $ | +1.709.152 $ | +6,9 % | 24.663.063 $ | +9.506.153 $ | +62,7 % |
| FIFTH THIRD SECURITIES, INC. | 21.843.496 $ | -3.774.625 $ | -14,7 % | 25.618.121 $ | -672.340 $ | -2,6 % | 26.290.461 $ | +2.633.299 $ | +11,1 % | 23.657.162 $ | +7.166.502 $ | +43,5 % |
| M&T BANK CORP | 25.593.146 $ | +4.253.842 $ | +19,9 % | 21.339.304 $ | -4.713.520 $ | -18,1 % | 26.052.824 $ | +3.342.009 $ | +14,7 % | 22.710.815 $ | +4.001.600 $ | +21,4 % |
| Savvy Advisors, Inc. | 25.310.050 $ | +2.044.789 $ | +8,8 % | 23.265.261 $ | -2.766.676 $ | -10,6 % | 26.031.937 $ | +11.799.799 $ | +82,9 % | 14.232.138 $ | +5.971.870 $ | +72,3 % |
| BALDWIN WEALTH PARTNERS LLC/MA | 22.779.404 $ | -3.211.310 $ | -12,4 % | 25.990.714 $ | +2.142.806 $ | +9,0 % | 23.847.908 $ | +2.366.131 $ | +11,0 % | 21.481.777 $ | +2.883.344 $ | +15,5 % |
| OPPENHEIMER ASSET MANAGEMENT INC. | 23.649.281 $ | -2.243.487 $ | -8,7 % | 25.892.768 $ | +1.229.506 $ | +5,0 % | 24.663.262 $ | +1.509.811 $ | +6,5 % | 23.153.451 $ | +3.242.714 $ | +16,3 % |
| Modern Wealth Management, LLC | 25.177.444 $ | +1.592.450 $ | +6,8 % | 23.584.994 $ | +7.990.164 $ | +51,2 % | 15.594.830 $ | +5.042.769 $ | +47,8 % | |||
| Coastal Bridge Advisors, LLC | 21.453.220 $ | -3.521.008 $ | -14,1 % | 24.974.228 $ | +2.398.581 $ | +10,6 % | 22.575.647 $ | +2.228.080 $ | +11,0 % | 20.347.567 $ | +7.084.280 $ | +53,4 % |
| COMMERCE BANK | 20.558.730 $ | -4.092.744 $ | -16,6 % | 24.651.474 $ | +10.779.603 $ | +77,7 % | 13.871.871 $ | +1.351.794 $ | +10,8 % | 12.520.077 $ | +1.794.844 $ | +16,7 % |
| NKCFO LLC | 21.097.000 $ | -3.535.000 $ | -14,4 % | 24.632.000 $ | +1.953.000 $ | +8,6 % | 22.679.000 $ | +2.347.000 $ | +11,5 % | 20.332.000 $ | +6.039.000 $ | +42,3 % |
| CreativeOne Wealth, LLC | 11.810.189 $ | -1.528.586 $ | -11,5 % | 13.338.775 $ | -11.275.038 $ | -45,8 % | 24.613.813 $ | +704.574 $ | +2,9 % | 23.909.239 $ | +7.701.190 $ | +47,5 % |
| COHEN & STEERS, INC. | 17.221.000 $ | -1.002.000 $ | -5,5 % | 18.223.000 $ | +4.222.000 $ | +30,2 % | 14.001.000 $ | -10.545.000 $ | -43,0 % | 24.546.000 $ | +3.389.000 $ | +16,0 % |
| Wallington Asset Management, LLC | 21.183.198 $ | -3.352.435 $ | -13,7 % | 24.535.633 $ | +1.460.382 $ | +6,3 % | 23.075.251 $ | +2.327.505 $ | +11,2 % | 20.747.746 $ | +3.506.516 $ | +20,3 % |
| Ashton Thomas Private Wealth, LLC | 21.332.028 $ | -3.095.668 $ | -12,7 % | 24.427.696 $ | +378.405 $ | +1,6 % | 24.049.291 $ | +3.202.443 $ | +15,4 % | 20.846.848 $ | +4.683.510 $ | +29,0 % |
| SAGE RHINO CAPITAL LLC | 11.580.931 $ | -5.583.048 $ | -32,5 % | 17.163.979 $ | -7.243.047 $ | -29,7 % | 24.407.026 $ | +777.353 $ | +3,3 % | 23.629.673 $ | +3.569.319 $ | +17,8 % |
| BCWM, LLC | 20.864.210 $ | -3.338.736 $ | -13,8 % | 24.202.946 $ | +2.415.099 $ | +11,1 % | 21.787.847 $ | +3.210.366 $ | +17,3 % | |||
| SYON CAPITAL LLC | 19.596.280 $ | -3.318.355 $ | -14,5 % | 22.914.635 $ | -1.240.339 $ | -5,1 % | 24.154.974 $ | +2.351.408 $ | +10,8 % | 21.803.566 $ | +1.717.285 $ | +8,5 % |
| STEPHENS INC /AR/ | 21.257.462 $ | -2.883.788 $ | -11,9 % | 24.141.250 $ | +879.754 $ | +3,8 % | 23.261.496 $ | +1.132.794 $ | +5,1 % | 22.128.702 $ | +1.887.893 $ | +9,3 % |
| Modus Advisors, LLC | 20.903.358 $ | -3.188.302 $ | -13,2 % | 24.091.660 $ | -28.980 $ | -0,1 % | 24.120.640 $ | +2.060.269 $ | +9,3 % | 22.060.371 $ | +2.731.016 $ | +14,1 % |
| Cypress Capital Group | 20.344.359 $ | -3.640.804 $ | -15,2 % | 23.985.163 $ | +1.703.998 $ | +7,6 % | 22.281.165 $ | +2.596.443 $ | +13,2 % | 19.684.722 $ | +3.343.347 $ | +20,5 % |
| PRUDENTIAL PLC | 22.312.072 $ | +3.657.504 $ | +19,6 % | 18.654.568 $ | -5.325.152 $ | -22,2 % | 23.979.720 $ | +11.039.654 $ | +85,3 % | 12.940.066 $ | +5.403.174 $ | +71,7 % |
| Brookstone Capital Management | 20.049.055 $ | -2.417.754 $ | -10,8 % | 22.466.809 $ | -1.053.991 $ | -4,5 % | 23.520.800 $ | +1.132.099 $ | +5,1 % | 22.388.701 $ | +3.999.509 $ | +21,7 % |
| QUEST INVESTMENT MANAGEMENT LLC | 16.067.169 $ | -2.691.692 $ | -14,3 % | 18.758.861 $ | -3.009.472 $ | -13,8 % | 21.768.333 $ | -1.417.790 $ | -6,1 % | 23.186.123 $ | +3.343.358 $ | +16,8 % |
| Allworth Financial LP | 19.905.376 $ | -3.013.519 $ | -13,1 % | 22.918.895 $ | +2.174.766 $ | +10,5 % | 20.744.129 $ | +1.915.554 $ | +10,2 % | 18.828.575 $ | +812.278 $ | +4,5 % |
| Private Advisor Group, LLC | 17.287.569 $ | -3.087.835 $ | -15,2 % | 20.375.404 $ | -477.429 $ | -2,3 % | 20.852.833 $ | -1.860.022 $ | -8,2 % | 22.712.855 $ | +7.394.661 $ | +48,3 % |
| SOFI WEALTH, LLC | 19.886.954 $ | -1.369.305 $ | -6,4 % | 21.256.259 $ | -1.274.170 $ | -5,7 % | 22.530.429 $ | +3.238.678 $ | +16,8 % | 19.291.751 $ | +12.410.269 $ | +180,3 % |
| TUDOR INVESTMENT CORP ET AL | 11.131.940 $ | -2.049.188 $ | -15,5 % | 13.181.128 $ | -9.241.654 $ | -41,2 % | 22.422.782 $ | +2.741.844 $ | +13,9 % | 19.680.938 $ | -7.328.862 $ | -27,1 % |
| OpenArc Corporate Advisory, LLC | 19.738.692 $ | -2.679.250 $ | -12,0 % | 22.417.942 $ | +7.797.277 $ | +53,3 % | 14.620.665 $ | |||||
| Hamilton Wealth, LLC | 18.547.597 $ | -3.262.570 $ | -15,0 % | 21.810.167 $ | -435.608 $ | -2,0 % | 22.245.775 $ | +2.546.572 $ | +12,9 % | 19.699.203 $ | +3.781.065 $ | +23,8 % |
| NorthCrest Asset Manangement, LLC | 15.958.342 $ | -2.707.013 $ | -14,5 % | 18.665.355 $ | -3.456.187 $ | -15,6 % | 22.121.542 $ | +244.948 $ | +1,1 % | 21.876.594 $ | +3.148.250 $ | +16,8 % |
| Verger Capital Management LLC | 16.901.403 $ | -1.882.231 $ | -10,0 % | 18.783.634 $ | -3.197.040 $ | -14,5 % | 21.980.674 $ | +3.228.354 $ | +17,2 % | 18.752.320 $ | +4.023.886 $ | +27,3 % |
| Atria Investments, Inc | 12.835.767 $ | -2.604.109 $ | -16,9 % | 15.439.876 $ | -6.538.455 $ | -29,7 % | 21.978.331 $ | +3.253.677 $ | +17,4 % | 18.724.654 $ | +7.387.007 $ | +65,2 % |
| Pictet North America Advisors SA | 18.729.802 $ | -3.147.895 $ | -14,4 % | 21.877.697 $ | +1.734.631 $ | +8,6 % | 20.143.066 $ | +94.931 $ | +0,5 % | 20.048.135 $ | ||
| Cyndeo Wealth Partners, LLC | 18.657.464 $ | -3.190.347 $ | -14,6 % | 21.847.811 $ | +284.595 $ | +1,3 % | 21.563.216 $ | +1.983.065 $ | +10,1 % | 19.580.151 $ | +2.152.651 $ | +12,4 % |
| SIGMA INVESTMENT COUNSELORS INC | 18.208.136 $ | -3.617.258 $ | -16,6 % | 21.825.394 $ | +773.820 $ | +3,7 % | 21.051.574 $ | +3.120.154 $ | +17,4 % | 17.931.420 $ | +2.424.056 $ | +15,6 % |
| UMB Bank, n.a. | 17.082.552 $ | -4.623.234 $ | -21,3 % | 21.705.786 $ | +1.603.873 $ | +8,0 % | 20.101.913 $ | +1.369.750 $ | +7,3 % | 18.732.163 $ | +4.350.201 $ | +30,2 % |
| Mill Creek Capital Advisors, LLC | 21.239.243 $ | +4.738.437 $ | +28,7 % | 16.500.806 $ | +1.707.611 $ | +11,5 % | 14.793.195 $ | +2.474.725 $ | +20,1 % | |||
| TruWealth Advisors, LLC | 21.236.007 $ | +2.046.191 $ | +10,7 % | 19.189.816 $ | +9.234.231 $ | +92,8 % | 9.955.585 $ | +2.288.118 $ | +29,8 % | |||
| EVOLVE PRIVATE WEALTH, LLC | 20.059.949 $ | -1.147.909 $ | -5,4 % | 21.207.858 $ | +76.507 $ | +0,4 % | 21.131.351 $ | |||||
| Timber Creek Capital Management LLC | 18.270.324 $ | -2.934.007 $ | -13,8 % | 21.204.331 $ | +2.772.491 $ | +15,0 % | 18.431.840 $ | +1.320.120 $ | +7,7 % | 17.111.720 $ | +2.018.082 $ | +13,4 % |
| United Community Bank | 17.169.198 $ | -4.006.586 $ | -18,9 % | 21.175.784 $ | +309.838 $ | +1,5 % | 20.865.946 $ | +2.609.958 $ | +14,3 % | 18.255.988 $ | +3.313.167 $ | +22,2 % |
| Versant Capital Management, Inc | 18.929.727 $ | -2.081.044 $ | -9,9 % | 21.010.771 $ | +2.180.867 $ | +11,6 % | 18.829.904 $ | +3.992.266 $ | +26,9 % | 14.837.638 $ | +1.173.678 $ | +8,6 % |
| Sterling Financial Planning, Inc. | 17.645.010 $ | -3.098.080 $ | -14,9 % | 20.743.090 $ | -193.018 $ | -0,9 % | 20.936.108 $ | +1.043.745 $ | +5,2 % | 19.892.363 $ | +2.450.995 $ | +14,1 % |
| CPA Asset Management Group, LLC | 18.192.625 $ | -2.687.631 $ | -12,9 % | 20.880.256 $ | +661.620 $ | +3,3 % | 20.218.636 $ | +2.351.054 $ | +13,2 % | 17.867.582 $ | +1.400.613 $ | +8,5 % |
| Norris Financial Group, LLC | 20.855.923 $ | +1.531.051 $ | +7,9 % | 19.324.872 $ | +1.778.424 $ | +10,1 % | 17.546.448 $ | +2.388.353 $ | +15,8 % | |||
| Faithward Advisors, LLC | 17.230.778 $ | -3.374.732 $ | -16,4 % | 20.605.510 $ | +444.018 $ | +2,2 % | 20.161.492 $ | +1.031.132 $ | +5,4 % | 19.130.360 $ | +2.198.934 $ | +13,0 % |
| Resonant Capital Advisors, LLC | 13.912.189 $ | -2.340.970 $ | -14,4 % | 16.253.159 $ | -4.277.818 $ | -20,8 % | 20.530.977 $ | +2.105.104 $ | +11,4 % | 18.425.873 $ | +2.485.846 $ | +15,6 % |
| Leonard Rickey Investment Advisors P.L.L.C. | 16.879.996 $ | -1.857.530 $ | -9,9 % | 18.737.526 $ | -1.750.431 $ | -8,5 % | 20.487.957 $ | +2.057.535 $ | +11,2 % | 18.430.422 $ | +2.687.921 $ | +17,1 % |
| Sigma Planning Corp | 16.877.492 $ | -3.033.203 $ | -15,2 % | 19.910.695 $ | +1.963.566 $ | +10,9 % | 17.947.129 $ | +2.236.631 $ | +14,2 % | 15.710.498 $ | +2.823.525 $ | +21,9 % |
| &PARTNERS | 17.297.029 $ | -2.275.876 $ | -11,6 % | 19.572.905 $ | +1.682.229 $ | +9,4 % | 17.890.676 $ | +3.079.940 $ | +20,8 % | 14.810.736 $ | +4.084.988 $ | +38,1 % |
| Advisory Services Network, LLC | 16.969.191 $ | -2.178.852 $ | -11,4 % | 19.148.043 $ | -148.540 $ | -0,8 % | 19.296.583 $ | +4.193.295 $ | +27,8 % | 15.103.288 $ | +4.423.896 $ | +41,4 % |
| JSF Financial, LLC | 18.470.350 $ | -498.861 $ | -2,6 % | 18.969.211 $ | +308.147 $ | +1,7 % | 18.661.064 $ | +1.425.781 $ | +8,3 % | 17.235.283 $ | +15.385.685 $ | +831,8 % |
| Wealth Quarterback LLC | 18.920.049 $ | +2.929.368 $ | +18,3 % | 15.990.681 $ | -344.508 $ | -2,1 % | 16.335.189 $ | +1.730.845 $ | +11,9 % | 14.604.344 $ | +10.192.634 $ | +231,0 % |
| EVOKE WEALTH, LLC | 18.849.805 $ | +1.708.276 $ | +10,0 % | 17.141.529 $ | +2.099.897 $ | +14,0 % | 15.041.632 $ | +2.151.758 $ | +16,7 % | |||
| BROWN ADVISORY INC | 16.491.952 $ | -2.215.878 $ | -11,8 % | 18.707.830 $ | +2.190.571 $ | +13,3 % | 16.517.259 $ | +1.998.989 $ | +13,8 % | 14.518.270 $ | +2.229.608 $ | +18,1 % |
| Lifeworks Advisors, LLC | 17.530.425 $ | -851.553 $ | -4,6 % | 18.381.978 $ | -149.591 $ | -0,8 % | 18.531.569 $ | +2.475.498 $ | +15,4 % | 16.056.071 $ | +3.928.115 $ | +32,4 % |
| HB Wealth Management, LLC | 15.746.780 $ | -2.450.943 $ | -13,5 % | 18.197.723 $ | +1.408.845 $ | +8,4 % | 16.788.878 $ | +1.697.544 $ | +11,2 % | 15.091.334 $ | +2.329.048 $ | +18,2 % |
| Hamilton Point Investment Advisors, LLC | 15.543.929 $ | -2.555.194 $ | -14,1 % | 18.099.123 $ | +1.573.107 $ | +9,5 % | 16.526.016 $ | +1.971.288 $ | +13,5 % | 14.554.728 $ | +2.284.151 $ | +18,6 % |
| AQR CAPITAL MANAGEMENT LLC | 18.096.575 $ | +1.715.308 $ | +10,5 % | 16.381.267 $ | +7.285.925 $ | +80,1 % | 9.095.342 $ | +1.926.406 $ | +26,9 % | 7.168.936 $ | +5.754.486 $ | +406,8 % |
| RENAISSANCE TECHNOLOGIES LLC | 18.027.112 $ | +7.098.093 $ | +64,9 % | 10.929.019 $ | +4.568.662 $ | +71,8 % | 6.360.357 $ | -7.879.271 $ | -55,3 % | 14.239.628 $ | ||
| EP Wealth Advisors, LLC | 17.916.284 $ | +13.068.031 $ | +269,5 % | 4.848.253 $ | +1.387.651 $ | +40,1 % | 3.460.602 $ | +1.716.829 $ | +98,5 % | |||
| Bulltick Wealth Management, LLC | 11.530.301 $ | -947.160 $ | -7,6 % | 12.477.461 $ | -5.436.027 $ | -30,3 % | 17.913.488 $ | +4.415.593 $ | +32,7 % | 13.497.895 $ | +7.265.637 $ | +116,6 % |
| DT Investment Partners, LLC | 199.120 $ | -17.709.086 $ | -98,9 % | 17.908.206 $ | +1.446.036 $ | +8,8 % | 16.462.170 $ | +1.568.333 $ | +10,5 % | 14.893.837 $ | +2.617.522 $ | +21,3 % |
| HUNTINGTON NATIONAL BANK | 15.400.430 $ | -2.496.403 $ | -13,9 % | 17.896.833 $ | +1.373.279 $ | +8,3 % | 16.523.554 $ | +987.948 $ | +6,4 % | 15.535.606 $ | +1.503.472 $ | +10,7 % |
| NewEdge Wealth, LLC | 9.659.425 $ | -8.160.494 $ | -45,8 % | 17.819.919 $ | +5.216.951 $ | +41,4 % | 12.602.968 $ | +969.371 $ | +8,3 % | 11.633.597 $ | +5.436.228 $ | +87,7 % |
| CSS LLC/IL | 15.105.021 $ | -2.530.506 $ | -14,3 % | 17.635.527 $ | +1.623.933 $ | +10,1 % | 16.011.594 $ | +2.531.679 $ | +18,8 % | 13.479.915 $ | +2.452.172 $ | +22,2 % |
| HOWLAND CAPITAL MANAGEMENT LLC | 15.217.181 $ | -2.299.373 $ | -13,1 % | 17.516.554 $ | +2.451.564 $ | +16,3 % | 15.064.990 $ | +2.457.574 $ | +19,5 % | 12.607.416 $ | +2.509.536 $ | +24,9 % |
| Clear Harbor Asset Management, LLC | 13.165.093 $ | -2.233.726 $ | -14,5 % | 15.398.819 $ | -2.035.117 $ | -11,7 % | 17.433.936 $ | +1.512.806 $ | +9,5 % | 15.921.130 $ | +2.532.937 $ | +18,9 % |
| Forza Wealth Management, LLC | 16.374.419 $ | -1.028.629 $ | -5,9 % | 17.403.048 $ | +457.755 $ | +2,7 % | 16.945.293 $ | +429.341 $ | +2,6 % | 16.515.952 $ | +2.278.478 $ | +16,0 % |
| ROGCO, LP | 11.931.335 $ | -1.116.345 $ | -8,6 % | 13.047.680 $ | -4.163.931 $ | -24,2 % | 17.211.611 $ | +2.139.270 $ | +14,2 % | 15.072.341 $ | +1.905.526 $ | +14,5 % |
| LifeWealth Investments, LLC | 10.408.341 $ | -445.968 $ | -4,1 % | 10.854.309 $ | +1.723.125 $ | +18,9 % | 9.131.184 $ | -7.967.519 $ | -46,6 % | 17.098.703 $ | +2.586.863 $ | +17,8 % |
| White Lighthouse Investment Management Inc. | 14.804.868 $ | -2.260.087 $ | -13,2 % | 17.064.955 $ | +289.470 $ | +1,7 % | 16.775.485 $ | +1.082.926 $ | +6,9 % | 15.692.559 $ | +2.626.705 $ | +20,1 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13.533.476 $ | -3.528.446 $ | -20,7 % | 17.061.922 $ | +49.210 $ | +0,3 % | 17.012.712 $ | +1.697.422 $ | +11,1 % | 15.315.290 $ | +4.755.559 $ | +45,0 % |
| Fore Capital, LLC | 16.883.360 $ | +1.747.200 $ | +11,5 % | 15.136.160 $ | +2.165.280 $ | +16,7 % | ||||||
| Greenline Partners, LLC | 14.355.643 $ | -2.405.784 $ | -14,4 % | 16.761.427 $ | +3.665.644 $ | +28,0 % | 13.095.783 $ | -857.920 $ | -6,1 % | 13.953.703 $ | +2.294.051 $ | +19,7 % |
| Sowell Financial Services LLC | 6.784.647 $ | -6.805.362 $ | -50,1 % | 13.590.009 $ | -3.015.965 $ | -18,2 % | 16.605.974 $ | +1.540.548 $ | +10,2 % | 15.065.426 $ | +2.482.519 $ | +19,7 % |
| GAMCO INVESTORS, INC. ET AL | 14.137.058 $ | -2.368.345 $ | -14,3 % | 16.505.403 $ | +1.312.733 $ | +8,6 % | 15.192.670 $ | +2.627.765 $ | +20,9 % | 12.564.905 $ | +1.719.503 $ | +15,9 % |
| Purkiss Capital Advisors LLC | 13.757.503 $ | -2.728.024 $ | -16,5 % | 16.485.527 $ | +2.062.186 $ | +14,3 % | 14.423.341 $ | +2.372.047 $ | +19,7 % | 12.051.294 $ | -4.662.433 $ | -27,9 % |
| SAGE PRIVATE WEALTH GROUP, LLC | 15.469.587 $ | -1.015.153 $ | -6,2 % | 16.484.740 $ | +1.358.882 $ | +9,0 % | 15.125.858 $ | +1.861.225 $ | +14,0 % | 13.264.633 $ | +2.583.589 $ | +24,2 % |
| Prospera Financial Services Inc | 5.466.822 $ | -10.375.206 $ | -65,5 % | 15.842.028 $ | +687.006 $ | +4,5 % | 15.155.022 $ | -1.301.478 $ | -7,9 % | 16.456.500 $ | -2.801.777 $ | -14,5 % |
| Van Hulzen Asset Management, LLC | 13.845.665 $ | -2.145.413 $ | -13,4 % | 15.991.078 $ | -440.490 $ | -2,7 % | 16.431.568 $ | +1.532.201 $ | +10,3 % | 14.899.367 $ | +2.493.156 $ | +20,1 % |
| Reliant Wealth Planning | 14.635.310 $ | -1.648.212 $ | -10,1 % | 16.283.522 $ | +15.512.817 $ | +2.012,8 % | 770.705 $ | +319.677 $ | +70,9 % | 451.028 $ | -67.620 $ | -13,0 % |
| Three Bridge Wealth Advisors, LLC | 13.824.899 $ | -2.425.105 $ | -14,9 % | 16.250.004 $ | +186.867 $ | +1,2 % | 16.063.137 $ | +1.605.630 $ | +11,1 % | 14.457.507 $ | +2.207.259 $ | +18,0 % |
| Wealth Management Partners, LLC | 13.425.905 $ | -2.695.033 $ | -16,7 % | 16.120.938 $ | -90.253 $ | -0,6 % | 16.211.191 $ | +1.390.634 $ | +9,4 % | 14.820.557 $ | +2.012.247 $ | +15,7 % |
| Arlington Capital Management, Inc. | 276.284 $ | -10.203.199 $ | -97,4 % | 10.479.483 $ | -5.580.238 $ | -34,7 % | 16.059.721 $ | +1.690.563 $ | +11,8 % | 14.369.158 $ | +1.868.659 $ | +14,9 % |
| Private Harbour Investment Management & Counsel, LLC | 13.599.729 $ | -2.409.069 $ | -15,0 % | 16.008.798 $ | +935.610 $ | +6,2 % | 15.073.188 $ | +1.484.409 $ | +10,9 % | 13.588.779 $ | +1.278.354 $ | +10,4 % |
| Legend Financial Advisors, Inc. | 13.364.499 $ | -2.121.579 $ | -13,7 % | 15.486.078 $ | -306.015 $ | -1,9 % | 15.792.093 $ | -74.808 $ | -0,5 % | 15.866.901 $ | +2.206.280 $ | +16,2 % |
| Regency Capital Management Inc.\DE | 13.420.996 $ | -2.112.796 $ | -13,6 % | 15.533.792 $ | +1.276.931 $ | +9,0 % | 14.256.861 $ | +1.681.914 $ | +13,4 % | 12.574.947 $ | +1.908.144 $ | +17,9 % |
| NTV ASSET MANAGEMENT LLC | 13.067.157 $ | -2.388.084 $ | -15,5 % | 15.455.241 $ | +680.191 $ | +4,6 % | 14.775.050 $ | +886.168 $ | +6,4 % | 13.888.882 $ | +1.843.986 $ | +15,3 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.375.279 $ | +3.025.910 $ | +36,2 % | 8.349.369 $ | -6.962.783 $ | -45,5 % | 15.312.152 $ | +4.043.499 $ | +35,9 % | 11.268.653 $ | +4.696.533 $ | +71,5 % |
| BRAVE ASSET MANAGEMENT INC | 15.167.840 $ | +467.466 $ | +3,2 % | 14.700.374 $ | +1.161.224 $ | +8,6 % | 13.539.150 $ | +3.393.053 $ | +33,4 % | |||
| EFG International AG | 15.140.549 $ | +919.000 $ | +6,5 % | 14.221.549 $ | ||||||||
| OKABENA INVESTMENT SERVICES INC | 7.544.431 $ | -1.272.627 $ | -14,4 % | 8.817.058 $ | -6.317.900 $ | -41,7 % | 15.134.958 $ | +1.526.822 $ | +11,2 % | 13.608.136 $ | +1.910.024 $ | +16,3 % |
| Shepherd Financial Partners LLC | 11.255.088 $ | -457.967 $ | -3,9 % | 11.713.055 $ | -3.418.131 $ | -22,6 % | 15.131.186 $ | +1.244.811 $ | +9,0 % | 13.886.375 $ | +3.609.850 $ | +35,1 % |
| Fifth Third Wealth Advisors LLC | 13.194.171 $ | -1.929.223 $ | -12,8 % | 15.123.394 $ | +756.585 $ | +5,3 % | 14.366.809 $ | +3.682.312 $ | +34,5 % | 10.684.497 $ | +2.174.351 $ | +25,6 % |
| Upper Left Wealth Management, LLC | 13.377.815 $ | -646.678 $ | -4,6 % | 14.024.493 $ | -1.069.556 $ | -7,1 % | 15.094.049 $ | +345.898 $ | +2,3 % | 14.748.151 $ | +1.712.042 $ | +13,1 % |
| Apollon Wealth Management, LLC | 11.904.591 $ | -2.939.245 $ | -19,8 % | 14.843.836 $ | +465.072 $ | +3,2 % | 14.378.764 $ | +1.925.416 $ | +15,5 % | 12.453.348 $ | +2.776.760 $ | +28,7 % |
| RFG Advisory, LLC | 10.879.960 $ | -3.955.865 $ | -26,7 % | 14.835.825 $ | +5.648.286 $ | +61,5 % | 9.187.539 $ | +940.590 $ | +11,4 % | 8.246.949 $ | -9.754.752 $ | -54,2 % |
| Well Done, LLC | 4.620.759 $ | -10.171.608 $ | -68,8 % | 14.792.367 $ | +1.341.036 $ | +10,0 % | 13.451.331 $ | +1.954.325 $ | +17,0 % | 11.497.006 $ | +1.975.195 $ | +20,7 % |
| Stonebridge Financial Group, LLC | 12.477.876 $ | -2.170.525 $ | -14,8 % | 14.648.401 $ | +982.620 $ | +7,2 % | 13.665.781 $ | +1.314.092 $ | +10,6 % | 12.351.689 $ | +1.705.340 $ | +16,0 % |
| U.S. Capital Wealth Advisors, LLC | 9.099.632 $ | -3.901.211 $ | -30,0 % | 13.000.843 $ | -1.645.561 $ | -11,2 % | 14.646.404 $ | +8.914.671 $ | +155,5 % | |||
| DWM Financial Group, Inc. | 14.591.627 $ | |||||||||||
| Beacon Harbor Wealth Advisors, Inc. | 14.560.814 $ | +820.843 $ | +6,0 % | 13.739.971 $ | +815.437 $ | +6,3 % | 12.924.534 $ | +2.061.173 $ | +19,0 % | |||
| Sharkey, Howes & Javer | 7.843.299 $ | -65.006 $ | -0,8 % | 7.908.305 $ | -6.462.438 $ | -45,0 % | 14.370.743 $ | +1.451.521 $ | +11,2 % | 12.919.222 $ | +5.530.186 $ | +74,8 % |
| Icon Wealth Advisors, LLC | 6.299.205 $ | -8.000.985 $ | -56,0 % | 14.300.190 $ | +893.196 $ | +6,7 % | 13.406.994 $ | +6.206.103 $ | +86,2 % | |||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 9.060.294 $ | -1.575.064 $ | -14,8 % | 10.635.358 $ | -3.659.247 $ | -25,6 % | 14.294.605 $ | +1.025.650 $ | +7,7 % | 13.268.955 $ | +1.789.414 $ | +15,6 % |
| Spectrum Asset Management, Inc. (NB/CA) | 12.051.548 $ | -2.082.793 $ | -14,7 % | 14.134.341 $ | +455.247 $ | +3,3 % | 13.679.094 $ | +2.012.971 $ | +17,3 % | 11.666.123 $ | +1.930.916 $ | +19,8 % |
| Capital Analysts, LLC | 5.289.000 $ | -7.376.000 $ | -58,2 % | 12.665.000 $ | -1.455.000 $ | -10,3 % | 14.120.000 $ | +1.490.000 $ | +11,8 % | 12.630.000 $ | +5.294.000 $ | +72,2 % |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 12.121.545 $ | -1.993.576 $ | -14,1 % | 14.115.121 $ | +1.199.675 $ | +9,3 % | 12.915.446 $ | +1.267.079 $ | +10,9 % | 11.648.367 $ | +1.686.606 $ | +16,9 % |
| Mesirow Financial Investment Management, Inc. | 12.153.863 $ | -1.889.398 $ | -13,5 % | 14.043.261 $ | +2.901.137 $ | +26,0 % | 11.142.124 $ | -2.446.875 $ | -18,0 % | 13.588.999 $ | +1.958.921 $ | +16,8 % |
| Townsend & Associates, Inc | 9.727.760 $ | -1.716.253 $ | -15,0 % | 11.444.013 $ | -2.594.206 $ | -18,5 % | 14.038.219 $ | +1.082.952 $ | +8,4 % | 12.955.267 $ | +2.757.043 $ | +27,0 % |
| NOMURA ASSET MANAGEMENT CO LTD | 9.106.369 $ | -4.756.576 $ | -34,3 % | 13.862.945 $ | +1.788.744 $ | +14,8 % | 12.074.201 $ | -521.115 $ | -4,1 % | 12.595.316 $ | +1.764.943 $ | +16,3 % |
| Broussard Financial Group LLC | 10.806.991 $ | -3.043.121 $ | -22,0 % | 13.850.112 $ | +256.816 $ | +1,9 % | 13.593.296 $ | |||||
| Trek Financial, LLC | 6.505.949 $ | +2.590.411 $ | +66,2 % | 3.915.538 $ | -9.934.337 $ | -71,7 % | 13.849.875 $ | +1.373.750 $ | +11,0 % | 12.476.125 $ | +796.658 $ | +6,8 % |
| Midwest Trust Co | 11.543.667 $ | -2.189.986 $ | -15,9 % | 13.733.653 $ | +1.844.277 $ | +15,5 % | 11.889.376 $ | +1.247.637 $ | +11,7 % | 10.641.739 $ | +1.195.384 $ | +12,7 % |
| Braeburn Wealth Management LLC | 8.058.147 $ | -1.314.746 $ | -14,0 % | 9.372.893 $ | -4.244.579 $ | -31,2 % | 13.617.472 $ | |||||
| Patriot Financial Group Insurance Agency, LLC | 5.484.140 $ | -8.115.774 $ | -59,7 % | 13.599.914 $ | +7.071.167 $ | +108,3 % | 6.528.747 $ | +473.410 $ | +7,8 % | 6.055.337 $ | +1.158.331 $ | +23,7 % |
| BSW Wealth Partners | 10.837.498 $ | -2.699.823 $ | -19,9 % | 13.537.321 $ | +1.017.092 $ | +8,1 % | 12.520.229 $ | +1.289.489 $ | +11,5 % | 11.230.740 $ | +1.662.908 $ | +17,4 % |
| TSFG, LLC | 5.504.000 $ | -7.195.000 $ | -56,7 % | 12.699.000 $ | -796.000 $ | -5,9 % | 13.495.000 $ | +2.594.000 $ | +23,8 % | 10.901.000 $ | +3.853.000 $ | +54,7 % |
| KM Capital Management Ltd. | 3.076.957 $ | -10.405.065 $ | -77,2 % | 13.482.022 $ | +9.048.510 $ | +204,1 % | 4.433.512 $ | +1.082.410 $ | +32,3 % | |||
| Morton Capital Management LLC/CA | 11.334.731 $ | -2.034.293 $ | -15,2 % | 13.369.024 $ | +195.376 $ | +1,5 % | 13.173.648 $ | +921.654 $ | +7,5 % | 12.251.994 $ | +1.527.009 $ | +14,2 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.505.473 $ | -1.557.076 $ | -14,1 % | 11.062.549 $ | -2.265.129 $ | -17,0 % | 13.327.678 $ | +3.850.287 $ | +40,6 % | 9.477.391 $ | +1.834.113 $ | +24,0 % |
| SteelPeak Wealth, LLC | 6.796.393 $ | -387.679 $ | -5,4 % | 7.184.072 $ | -6.071.400 $ | -45,8 % | 13.255.472 $ | +1.930.779 $ | +17,0 % | 11.324.693 $ | +6.528.523 $ | +136,1 % |
| Signet Investment Advisory Group, Inc. | 11.144.823 $ | -2.109.240 $ | -15,9 % | 13.254.063 $ | +683.346 $ | +5,4 % | 12.570.717 $ | -435.757 $ | -3,4 % | 13.006.474 $ | +1.999.684 $ | +18,2 % |
| E Fund Management Co., Ltd. | 11.323.782 $ | -1.897.044 $ | -14,3 % | 13.220.826 $ | -10.614.912 $ | -44,5 % | ||||||
| Harbour Wealth Management Group, Inc. | 11.273.416 $ | -1.932.952 $ | -14,6 % | 13.206.368 $ | +67.461 $ | +0,5 % | 13.138.907 $ | |||||
| MinichMacGregor Wealth Management, LLC | 332.950 $ | -12.838.187 $ | -97,5 % | 13.171.137 $ | +1.087.045 $ | +9,0 % | 12.084.092 $ | +1.032.512 $ | +9,3 % | 11.051.580 $ | +1.838.327 $ | +20,0 % |
| Mutual Advisors, LLC | 5.947.747 $ | -7.208.479 $ | -54,8 % | 13.156.226 $ | +2.295.814 $ | +21,1 % | 10.860.412 $ | +6.268.171 $ | +136,5 % | |||
| Harvest Fund Management Co., Ltd | 8.927.000 $ | -4.227.000 $ | -32,1 % | 13.154.000 $ | +3.121.000 $ | +31,1 % | 10.033.000 $ | +1.281.000 $ | +14,6 % | 8.752.000 $ | -1.713.000 $ | -16,4 % |
| SAPIENT CAPITAL LLC | 11.993.933 $ | -1.027.563 $ | -7,9 % | 13.021.496 $ | -26.447 $ | -0,2 % | 13.047.943 $ | +1.529.980 $ | +13,3 % | 11.517.963 $ | +2.146.066 $ | +22,9 % |
| Parkside Investments, LLC | 11.468.836 $ | -1.464.677 $ | -11,3 % | 12.933.513 $ | +1.813.385 $ | +16,3 % | 11.120.128 $ | +2.891.515 $ | +35,1 % | 8.228.613 $ | +1.480.263 $ | +21,9 % |
| Grove Bank & Trust | 11.826.226 $ | -1.086.393 $ | -8,4 % | 12.912.619 $ | +1.126.491 $ | +9,6 % | 11.786.128 $ | +1.447.839 $ | +14,0 % | 10.338.289 $ | +2.041.166 $ | +24,6 % |
| Wills Financial Group LLC | 10.958.842 $ | -1.940.797 $ | -15,0 % | 12.899.639 $ | +956.772 $ | +8,0 % | 11.942.867 $ | +2.188.703 $ | +22,4 % | 9.754.164 $ | +2.575.468 $ | +35,9 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 11.440.598 $ | -1.452.893 $ | -11,3 % | 12.893.491 $ | +2.271.744 $ | +21,4 % | 10.621.747 $ | +2.538.383 $ | +31,4 % | 8.083.364 $ | +3.472.840 $ | +75,3 % |
| MA Private Wealth | 6.267.481 $ | -1.426.947 $ | -18,5 % | 7.694.428 $ | -5.029.132 $ | -39,5 % | 12.723.560 $ | +1.243.510 $ | +10,8 % | 11.480.050 $ | +2.559.265 $ | +28,7 % |
| Marino Management, LLC | 11.290.149 $ | -1.405.102 $ | -11,1 % | 12.695.251 $ | +481.322 $ | +3,9 % | 12.213.929 $ | |||||
| Old Port Advisors | 11.038.807 $ | -1.491.903 $ | -11,9 % | 12.530.710 $ | +768.609 $ | +6,5 % | 11.762.101 $ | +523.721 $ | +4,7 % | 11.238.380 $ | +1.771.134 $ | +18,7 % |
| DSG Capital Advisors, LLC | 10.799.069 $ | -1.673.543 $ | -13,4 % | 12.472.612 $ | +215.547 $ | +1,8 % | 12.257.065 $ | +1.601.136 $ | +15,0 % | 10.655.929 $ | +457.949 $ | +4,5 % |
| Spire Wealth Management | 10.193.287 $ | -2.197.516 $ | -17,7 % | 12.390.803 $ | +532.285 $ | +4,5 % | 11.858.518 $ | +3.776.172 $ | +46,7 % | 8.082.346 $ | +2.121.892 $ | +35,6 % |
| SEEDS INVESTOR LLC | 12.297.294 $ | -90.694 $ | -0,7 % | 12.387.988 $ | +2.040.112 $ | +19,7 % | 10.347.876 $ | +1.617.877 $ | +18,5 % | 8.729.999 $ | +1.701.590 $ | +24,2 % |
| Triad Wealth Partners, LLC | 7.233.238 $ | +228.499 $ | +3,3 % | 7.004.739 $ | -5.347.699 $ | -43,3 % | 12.352.438 $ | +2.831.950 $ | +29,7 % | 9.520.488 $ | +4.572.232 $ | +92,4 % |
| Lowe Wealth Advisors, LLC | 12.019.729 $ | +1.575.209 $ | +15,1 % | |||||||||
| WEALTH ALLIANCE, LLC | 7.605.352 $ | -1.300.642 $ | -14,6 % | 8.905.994 $ | -3.065.266 $ | -25,6 % | 11.971.260 $ | +1.006.654 $ | +9,2 % | 10.964.606 $ | +3.141.057 $ | +40,1 % |
| LifePlan Financial, LLC | 9.901.551 $ | -2.040.206 $ | -17,1 % | 11.941.757 $ | +447.314 $ | +3,9 % | 11.494.443 $ | +394.944 $ | +3,6 % | 11.099.499 $ | +1.046.038 $ | +10,4 % |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 9.515.090 $ | -2.258.149 $ | -19,2 % | 11.773.239 $ | -145.439 $ | -1,2 % | 11.918.678 $ | +778.756 $ | +7,0 % | 11.139.922 $ | +1.556.188 $ | +16,2 % |
| Security Financial Services, INC. | 4.053.754 $ | -99.993 $ | -2,4 % | 4.153.747 $ | -7.697.073 $ | -64,9 % | 11.850.820 $ | +440.630 $ | +3,9 % | 11.410.190 $ | +4.105.589 $ | +56,2 % |
| Walleye Trading LLC | 6.073.722 $ | -5.766.166 $ | -48,7 % | 11.839.888 $ | +1.583.734 $ | +15,4 % | 10.256.154 $ | +2.884.553 $ | +39,1 % | 7.371.601 $ | +1.404.684 $ | +23,5 % |
| Tennessee Valley Asset Management Partners | 3.894.216 $ | -474.684 $ | -10,9 % | 4.368.900 $ | -7.403.031 $ | -62,9 % | 11.771.931 $ | +1.325.712 $ | +12,7 % | 10.446.219 $ | ||
| Highland Financial Advisors, LLC | 9.328.354 $ | -2.438.538 $ | -20,7 % | 11.766.892 $ | +1.719.264 $ | +17,1 % | 10.047.628 $ | +1.024.148 $ | +11,3 % | 9.023.480 $ | +1.444.495 $ | +19,1 % |
| SBI Securities Co., Ltd. | 9.740.035 $ | -1.984.804 $ | -16,9 % | 11.724.839 $ | +2.216.504 $ | +23,3 % | 9.508.335 $ | +326.216 $ | +3,6 % | 9.182.119 $ | +2.178.280 $ | +31,1 % |
| Silverleafe Capital Partners, LLC | 8.807.351 $ | -2.898.729 $ | -24,8 % | 11.706.080 $ | +1.643.337 $ | +16,3 % | 10.062.743 $ | +1.384.978 $ | +16,0 % | 8.677.765 $ | -2.738.709 $ | -24,0 % |
| LaSalle St. Investment Advisors, LLC | 11.672.420 $ | +1.562.582 $ | +15,5 % | 10.109.838 $ | +1.508.838 $ | +17,5 % | 8.601.000 $ | +4.172.000 $ | +94,2 % | 4.429.000 $ | +732.000 $ | +19,8 % |
| Global Retirement Partners, LLC | 8.640.806 $ | -3.023.874 $ | -25,9 % | 11.664.680 $ | +4.954.468 $ | +73,8 % | 6.710.212 $ | +1.070.408 $ | +19,0 % | |||
| CAPE ANN SAVINGS BANK | 9.280.557 $ | -2.339.372 $ | -20,1 % | 11.619.929 $ | -21.148 $ | -0,2 % | 11.641.077 $ | +853.070 $ | +7,9 % | 10.788.007 $ | +1.260.646 $ | +13,2 % |
| Bigelow Investment Advisors, LLC | 9.582.521 $ | -1.969.789 $ | -17,1 % | 11.552.310 $ | -85.033 $ | -0,7 % | 11.637.343 $ | +1.269.510 $ | +12,2 % | 10.367.833 $ | +2.001.428 $ | +23,9 % |
| Stablepoint Partners, LLC | 9.064.069 $ | -1.322.501 $ | -12,7 % | 10.386.570 $ | -1.235.594 $ | -10,6 % | 11.622.164 $ | +860.500 $ | +8,0 % | 10.761.664 $ | +708.733 $ | +7,1 % |
| Brookwood Investment Group LLC | 11.604.754 $ | +5.880.878 $ | +102,7 % | 5.723.876 $ | +1.405.179 $ | +32,5 % | 4.318.697 $ | +1.090.162 $ | +33,8 % | 3.228.535 $ | +882.290 $ | +37,6 % |
| Ballentine Partners, LLC | 5.843.115 $ | -3.032.040 $ | -34,2 % | 8.875.155 $ | -2.722.739 $ | -23,5 % | 11.597.894 $ | +60.793 $ | +0,5 % | 11.537.101 $ | +1.625.478 $ | +16,4 % |
| JNBA Financial Advisors | 9.727.403 $ | -1.799.404 $ | -15,6 % | 11.526.807 $ | -57.265 $ | -0,5 % | 11.584.072 $ | +902.839 $ | +8,5 % | 10.681.233 $ | +1.238.388 $ | +13,1 % |
| Jump Financial, LLC | 11.563.979 $ | +5.234.635 $ | +82,7 % | 6.329.344 $ | +4.338.374 $ | +217,9 % | 1.990.970 $ | |||||
| Vernal Point Advisors, LLC | 9.801.727 $ | -1.642.058 $ | -14,3 % | 11.443.785 $ | +4.574.449 $ | +66,6 % | 6.869.336 $ | +710.884 $ | +11,5 % | 6.158.452 $ | +880.988 $ | +16,7 % |
| MFA WEALTH ADVISORS, LLC | 1.746.395 $ | -9.633.033 $ | -84,7 % | 11.379.428 $ | +25.044 $ | +0,2 % | 11.354.384 $ | +1.418.805 $ | +14,3 % | 9.935.579 $ | +1.591.250 $ | +19,1 % |
| IHT Wealth Management, LLC | 6.365.010 $ | -5.011.479 $ | -44,1 % | 11.376.489 $ | +4.159.171 $ | +57,6 % | 7.217.318 $ | +1.104.536 $ | +18,1 % | 6.112.782 $ | +1.890.352 $ | +44,8 % |
| Impact Investors, Inc | 8.543.881 $ | -2.587.817 $ | -23,2 % | 11.131.698 $ | -229.504 $ | -2,0 % | 11.361.202 $ | +446.430 $ | +4,1 % | 10.914.772 $ | +1.043.995 $ | +10,6 % |
| Roehl & Yi Investment Advisors, LLC | 9.756.527 $ | -1.576.297 $ | -13,9 % | 11.332.824 $ | +821.367 $ | +7,8 % | 10.511.457 $ | +1.015.338 $ | +10,7 % | 9.496.119 $ | +1.433.087 $ | +17,8 % |
| EFG Private Wealth Management (Americas) Corp. | 11.272.511 $ | +1.533.488 $ | +15,7 % | |||||||||
| WHITTIER TRUST CO OF NEVADA INC | 9.923.012 $ | -1.313.321 $ | -11,7 % | 11.236.333 $ | +861.498 $ | +8,3 % | 10.374.835 $ | +2.799.128 $ | +36,9 % | 7.575.707 $ | +2.241.759 $ | +42,0 % |
| Amundi | 6.558.703 $ | -3.516.777 $ | -34,9 % | 10.075.480 $ | +2.042.716 $ | +25,4 % | 8.032.764 $ | -3.157.881 $ | -28,2 % | 11.190.645 $ | ||
| Omnia Family Wealth, LLC | 9.500.366 $ | -1.661.307 $ | -14,9 % | 11.161.673 $ | +867.369 $ | +8,4 % | 10.294.304 $ | +972.758 $ | +10,4 % | 9.321.546 $ | +1.251.538 $ | +15,5 % |
| Gerber Kawasaki Wealth & Investment Management | 8.267.528 $ | -2.886.473 $ | -25,9 % | 11.154.001 $ | +9.276.728 $ | +494,2 % | 1.877.273 $ | -7.722.632 $ | -80,4 % | 9.599.905 $ | +1.635.539 $ | +20,5 % |
| Ariston Services Group | 9.468.878 $ | -1.586.298 $ | -14,3 % | 11.055.176 $ | +751.456 $ | +7,3 % | 10.303.720 $ | +1.028.674 $ | +11,1 % | 9.275.046 $ | +1.394.052 $ | +17,7 % |
| Resona Asset Management Co.,Ltd. | 5.734.833 $ | -960.743 $ | -14,3 % | 6.695.576 $ | -4.311.725 $ | -39,2 % | 11.007.301 $ | +1.139.107 $ | +11,5 % | 9.868.194 $ | +1.411.679 $ | +16,7 % |
| Strategic Blueprint, LLC | 6.252.117 $ | -967.881 $ | -13,4 % | 7.219.998 $ | -3.721.842 $ | -34,0 % | 10.941.840 $ | +977.371 $ | +9,8 % | 9.964.469 $ | +3.405.132 $ | +51,9 % |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 10.893.526 $ | -141 $ | -0,0 % | 10.893.667 $ | ||||||||
| Kelly Financial Services LLC | 4.038.631 $ | -234.567 $ | -5,5 % | 4.273.198 $ | -6.492.946 $ | -60,3 % | 10.766.144 $ | +892.379 $ | +9,0 % | 9.873.765 $ | +3.478.030 $ | +54,4 % |
| MERIDIAN INVESTMENT COUNSEL INC. | 8.905.121 $ | -1.847.754 $ | -17,2 % | 10.752.875 $ | +765.150 $ | +7,7 % | 9.987.725 $ | +892.712 $ | +9,8 % | 9.095.013 $ | +1.238.588 $ | +15,8 % |
| MBA Advisors LLC | 9.935.304 $ | -796.413 $ | -7,4 % | 10.731.717 $ | +751.378 $ | +7,5 % | 9.980.339 $ | +1.220.432 $ | +13,9 % | 8.759.907 $ | +1.753.200 $ | +25,0 % |
| Oasis Advisors, LLC | 1.180.901 $ | -9.539.536 $ | -89,0 % | 10.720.437 $ | ||||||||
| Exit Wealth Advisors, LLC. | 8.485.210 $ | -2.115.325 $ | -20,0 % | 10.600.535 $ | +1.286.277 $ | +13,8 % | 9.314.258 $ | +1.430.211 $ | +18,1 % | 7.884.047 $ | ||
| Compound Planning, Inc. | 8.812.006 $ | -1.775.499 $ | -16,8 % | 10.587.505 $ | +168.783 $ | +1,6 % | 10.418.722 $ | +1.292.678 $ | +14,2 % | 9.126.044 $ | +1.484.399 $ | +19,4 % |
| Global Wealth Strategies & Associates | 9.538.272 $ | -1.037.081 $ | -9,8 % | 10.575.353 $ | +1.203.517 $ | +12,8 % | 9.371.836 $ | +929.570 $ | +11,0 % | 8.442.266 $ | +1.218.858 $ | +16,9 % |
| VestGen Advisors, LLC | 9.796.894 $ | -765.451 $ | -7,2 % | 10.562.345 $ | +5.052.201 $ | +91,7 % | 5.510.144 $ | -1.360.799 $ | -19,8 % | 6.870.943 $ | +2.561.172 $ | +59,4 % |
| AVAII WEALTH MANAGEMENT, LLC | 9.938.710 $ | -621.105 $ | -5,9 % | 10.559.815 $ | +335.065 $ | +3,3 % | 10.224.750 $ | +328.459 $ | +3,3 % | 9.896.291 $ | +1.931.665 $ | +24,3 % |
| Waterloo Capital, L.P. | 10.523.753 $ | +906.026 $ | +9,4 % | 9.617.727 $ | +2.624.444 $ | +37,5 % | 6.993.283 $ | +632.603 $ | +9,9 % | 6.360.680 $ | +1.906.056 $ | +42,8 % |
| SFM, LLC | 9.126.165 $ | -1.379.616 $ | -13,1 % | 10.505.781 $ | +488.471 $ | +4,9 % | 10.017.310 $ | +975.835 $ | +10,8 % | 9.041.475 $ | +1.530.830 $ | +20,4 % |
| Rakuten Investment Management, Inc. | 10.473.878 $ | +5.236.939 $ | +100,0 % | 5.236.939 $ | +0 $ | +0,0 % | 5.236.939 $ | |||||
| Buttonwood Financial Group, LLC | 2.896.130 $ | -281.307 $ | -8,9 % | 3.177.437 $ | -5.715.668 $ | -64,3 % | 8.893.105 $ | -1.574.911 $ | -15,0 % | 10.468.016 $ | +3.249.387 $ | +45,0 % |
| WEALTHSPAN PARTNERS, LLC | 8.925.817 $ | -1.511.541 $ | -14,5 % | 10.437.358 $ | +831.037 $ | +8,7 % | 9.606.321 $ | +907.601 $ | +10,4 % | 8.698.720 $ | +1.233.407 $ | +16,5 % |
| Stone House Investment Management, LLC | 4.115.761 $ | +65.008 $ | +1,6 % | 4.050.753 $ | -6.359.764 $ | -61,1 % | 10.410.517 $ | +813.117 $ | +8,5 % | 9.597.400 $ | +3.978.904 $ | +70,8 % |
| MorganRosel Wealth Management, LLC | 5.373.225 $ | -5.014.800 $ | -48,3 % | 10.388.025 $ | +830.438 $ | +8,7 % | 9.557.587 $ | -489.150 $ | -4,9 % | |||
| XCELSIOR ADVISOR PARTNERS LLC | 10.357.480 $ | +4.047.604 $ | +64,1 % | 6.309.876 $ | -252.394 $ | -3,8 % | 6.562.270 $ | |||||
| Baker Avenue Asset Management, LP | 8.102.743 $ | -2.223.626 $ | -21,5 % | 10.326.369 $ | +240.697 $ | +2,4 % | 10.085.672 $ | +1.232.787 $ | +13,9 % | 8.852.885 $ | +1.952.271 $ | +28,3 % |
| Lido Advisors, LLC | 8.920.081 $ | -1.329.436 $ | -13,0 % | 10.249.517 $ | +2.716.619 $ | +36,1 % | 7.532.898 $ | +92.117 $ | +1,2 % | 7.440.781 $ | +962.221 $ | +14,9 % |
| Stonehage Fleming Financial Services Holdings Ltd | 9.001.823 $ | -1.243.193 $ | -12,1 % | 10.245.016 $ | +3.030.628 $ | +42,0 % | 7.214.388 $ | -987.167 $ | -12,0 % | 8.201.555 $ | +1.526.798 $ | +22,9 % |
| FLOW TRADERS U.S. LLC | 10.222.000 $ | +9.221.000 $ | +921,2 % | 1.001.000 $ | -6.315.000 $ | -86,3 % | 7.316.000 $ | +4.442.000 $ | +154,6 % | |||
| Southeast Asset Advisors, LLC | 10.203.638 $ | +818.763 $ | +8,7 % | 9.384.875 $ | +973.391 $ | +11,6 % | 8.411.484 $ | +1.206.410 $ | +16,7 % | |||
| DEBUSSY CAPITAL MANAGEMENT LP | 10.155.591 $ | +397.983 $ | +4,1 % | 9.757.608 $ | +935.046 $ | +10,6 % | 8.822.562 $ | +1.263.595 $ | +16,7 % | |||
| Arkadios Wealth Advisors | 2.851.503 $ | -7.301.901 $ | -71,9 % | 10.153.404 $ | +840.572 $ | +9,0 % | 9.312.832 $ | +2.611.770 $ | +39,0 % | 6.701.062 $ | +3.855.856 $ | +135,5 % |
| NorthRock Partners, LLC | 3.917.534 $ | -206.414 $ | -5,0 % | 4.123.948 $ | -6.022.058 $ | -59,4 % | 10.146.006 $ | +3.160.450 $ | +45,2 % | 6.985.556 $ | +6.729.880 $ | +2.632,2 % |
| PRINCIPAL SECURITIES, INC. | 6.637.488 $ | -2.723.931 $ | -29,1 % | 9.361.419 $ | -781.848 $ | -7,7 % | 10.143.267 $ | +1.821.088 $ | +21,9 % | 8.322.179 $ | +2.797.271 $ | +50,6 % |
| Pettinga Financial Advisors LLC | 3.844.366 $ | -574.478 $ | -13,0 % | 4.418.844 $ | -5.709.387 $ | -56,4 % | 10.128.231 $ | +632.109 $ | +6,7 % | 9.496.122 $ | +3.734.556 $ | +64,8 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.557.544 $ | -560.795 $ | -5,5 % | 10.118.339 $ | +5.454.816 $ | +117,0 % | 4.663.523 $ | +4.461.309 $ | +2.206,2 % | 202.214 $ | ||
| FineMark National Bank & Trust | 10.030.258 $ | +727.706 $ | +7,8 % | 9.302.552 $ | +1.979.867 $ | +27,0 % | ||||||
| High Falls Advisors, Inc | 9.976.136 $ | +881.544 $ | +9,7 % | 9.094.592 $ | +3.859.051 $ | +73,7 % | ||||||
| AssuredPartners Investment Advisors, LLC | 1.231.229 $ | -535.581 $ | -30,3 % | 1.766.810 $ | -8.186.354 $ | -82,2 % | 9.953.164 $ | +1.103.677 $ | +12,5 % | 8.849.487 $ | +1.488.450 $ | +20,2 % |
| Plum Street Advisors, LLC | 8.274.304 $ | -1.614.620 $ | -16,3 % | 9.888.924 $ | +275.151 $ | +2,9 % | 9.613.773 $ | +548.783 $ | +6,1 % | 9.064.990 $ | +1.122.176 $ | +14,1 % |
| Cauble & Harre Wealth Management, Inc. | 7.545.790 $ | -2.218.786 $ | -22,7 % | 9.764.576 $ | +500.075 $ | +5,4 % | 9.264.501 $ | |||||
| ABLE Financial Group, LLC | 8.263.663 $ | -490.096 $ | -5,6 % | 8.753.759 $ | -903.117 $ | -9,4 % | 9.656.876 $ | +983.565 $ | +11,3 % | 8.673.311 $ | +1.748.295 $ | +25,2 % |
| CPR Investments Inc. | 7.510.505 $ | -2.126.406 $ | -22,1 % | 9.636.911 $ | +3.957.997 $ | +69,7 % | 5.678.914 $ | +741.770 $ | +15,0 % | 4.937.144 $ | +779.022 $ | +18,7 % |
| Chandler Asset Management, Inc. | 9.255.638 $ | -371.434 $ | -3,9 % | 9.627.072 $ | ||||||||
| Towneley Capital Management, Inc / DE | 8.412.596 $ | -1.196.523 $ | -12,5 % | 9.609.119 $ | +951.741 $ | +11,0 % | 8.657.378 $ | +726.295 $ | +9,2 % | 7.931.083 $ | +781.424 $ | +10,9 % |
| CAMDEN NATIONAL BANK | 9.583.201 $ | +1.748.246 $ | +22,3 % | 7.834.955 $ | +507.252 $ | +6,9 % | 7.327.703 $ | +576.757 $ | +8,5 % | 6.750.946 $ | +907.128 $ | +15,5 % |
| Diversify Advisory Services, LLC | 9.557.544 $ | +415.853 $ | +4,5 % | 9.141.691 $ | +840.847 $ | +10,1 % | 8.300.844 $ | +1.783.371 $ | +27,4 % | |||
| Prairie Wealth Advisors, Inc. | 8.498.849 $ | -1.047.276 $ | -11,0 % | 9.546.125 $ | +644.785 $ | +7,2 % | 8.901.340 $ | +1.359.798 $ | +18,0 % | |||
| Callan Family Office, LLC | 8.348.838 $ | -1.155.514 $ | -12,2 % | 9.504.352 $ | +869.163 $ | +10,1 % | 8.635.189 $ | -140.800 $ | -1,6 % | 8.775.989 $ | +1.480.119 $ | +20,3 % |
| FIDUCIARY FINANCIAL GROUP, LLC | 9.494.929 $ | +312.624 $ | +3,4 % | 9.182.305 $ | +912.137 $ | +11,0 % | 8.270.168 $ | +955.983 $ | +13,1 % | 7.314.185 $ | +1.126.758 $ | +18,2 % |
| Raub Brock Capital Management LP | 7.841.560 $ | -1.634.804 $ | -17,3 % | 9.476.364 $ | +618.704 $ | +7,0 % | 8.857.660 $ | +861.210 $ | +10,8 % | 7.996.450 $ | +1.871.526 $ | +30,6 % |
| Stokes Family Office, LLC | 2.071.054 $ | -1.914.682 $ | -48,0 % | 3.985.736 $ | -5.485.668 $ | -57,9 % | 9.471.404 $ | +873.928 $ | +10,2 % | 8.597.476 $ | +2.764.384 $ | +47,4 % |
| Maltin Wealth Management, Inc. | 7.774.759 $ | -1.123.168 $ | -12,6 % | 8.897.927 $ | +329.597 $ | +3,8 % | 8.568.330 $ | -896.085 $ | -9,5 % | 9.464.415 $ | +1.358.407 $ | +16,8 % |
| Rehmann Capital Advisory Group | 6.575.089 $ | -2.788.098 $ | -29,8 % | 9.363.187 $ | -97.967 $ | -1,0 % | 9.461.154 $ | +330.648 $ | +3,6 % | 9.130.506 $ | +1.554.717 $ | +20,5 % |
| GFS Advisors, LLC | 9.457.308 $ | +992.647 $ | +11,7 % | 8.464.661 $ | -29.130 $ | -0,3 % | 8.493.791 $ | -934.217 $ | -9,9 % | 9.428.008 $ | +1.216.008 $ | +14,8 % |
| SMITH, MOORE & CO. | 8.070.227 $ | -1.362.837 $ | -14,4 % | 9.433.064 $ | +8.603.357 $ | +1.036,9 % | 829.707 $ | +116.764 $ | +16,4 % | 712.943 $ | ||
| Clear Creek Financial Management, LLC | 8.570.838 $ | -855.758 $ | -9,1 % | 9.426.596 $ | -4.709 $ | -0,0 % | 9.431.305 $ | +1.261.563 $ | +15,4 % | 8.169.742 $ | +2.642.152 $ | +47,8 % |
| Rathbones Group PLC | 3.831.377 $ | -5.536.503 $ | -59,1 % | 9.367.880 $ | +532.040 $ | +6,0 % | 8.835.840 $ | +4.522.763 $ | +104,9 % | 4.313.077 $ | +594.738 $ | +16,0 % |
| Deane Retirement Strategies, Inc. | 9.335.391 $ | +1.363.405 $ | +17,1 % | 7.971.986 $ | +1.417.065 $ | +21,6 % | 6.554.921 $ | +879.064 $ | +15,5 % | 5.675.857 $ | +1.420.424 $ | +33,4 % |
| American Investment Services, Inc. | 6.751.723 $ | -1.286.393 $ | -16,0 % | 8.038.116 $ | -261.517 $ | -3,2 % | 8.299.633 $ | -1.030.136 $ | -11,0 % | 9.329.769 $ | +1.071.184 $ | +13,0 % |
| Accretive Wealth Partners, LLC | 7.882.262 $ | -1.412.447 $ | -15,2 % | 9.294.709 $ | +768.775 $ | +9,0 % | 8.525.934 $ | +833.781 $ | +10,8 % | 7.692.153 $ | +986.707 $ | +14,7 % |
| Ackerman Capital Advisors, LLC | 7.949.315 $ | -1.333.845 $ | -14,4 % | 9.283.160 $ | +696.429 $ | +8,1 % | 8.586.731 $ | +1.081.670 $ | +14,4 % | 7.505.061 $ | +909.431 $ | +13,8 % |
| Wealth Care LLC | 7.821.555 $ | -1.448.464 $ | -15,6 % | 9.270.019 $ | ||||||||
| Pekin Hardy Strauss, Inc. | 7.915.713 $ | -1.324.866 $ | -14,3 % | 9.240.579 $ | +590.617 $ | +6,8 % | 8.649.962 $ | +1.681.798 $ | +24,1 % | 6.968.164 $ | +940.696 $ | +15,6 % |
| INSIGNEO ADVISORY SERVICES, LLC | 9.190.299 $ | +2.578.537 $ | +39,0 % | 6.611.762 $ | +1.315.876 $ | +24,8 % | 5.295.886 $ | +779.834 $ | +17,3 % | 4.516.052 $ | +1.502.391 $ | +49,9 % |
| RWA WEALTH PARTNERS, LLC | 3.533.699 $ | +1.424.227 $ | +67,5 % | 2.109.472 $ | -7.042.183 $ | -76,9 % | 9.151.655 $ | +693.307 $ | +8,2 % | 8.458.348 $ | +1.709.437 $ | +25,3 % |
| REGIONS FINANCIAL CORP | 3.296.486 $ | -2.336.432 $ | -41,5 % | 5.632.918 $ | +54.996 $ | +1,0 % | 5.577.922 $ | -3.570.056 $ | -39,0 % | 9.147.978 $ | +5.594.642 $ | +157,4 % |
| WealthCare Investment Partners, LLC | 7.139.621 $ | -1.788.830 $ | -20,0 % | 8.928.451 $ | -144.854 $ | -1,6 % | 9.073.305 $ | +685.400 $ | +8,2 % | 8.387.905 $ | +848.975 $ | +11,3 % |
| PATTON FUND MANAGEMENT, INC. | 7.924.774 $ | -420.275 $ | -5,0 % | 8.345.049 $ | -680.162 $ | -7,5 % | 9.025.211 $ | +414.482 $ | +4,8 % | 8.610.729 $ | +1.450.366 $ | +20,3 % |
| Midwest Capital Advisors, LLC | 3.345.622 $ | -821.084 $ | -19,7 % | 4.166.706 $ | -4.827.336 $ | -53,7 % | 8.994.042 $ | +1.430.983 $ | +18,9 % | 7.563.059 $ | +2.942.557 $ | +63,7 % |
| LIFELONG WEALTH ADVISORS, INC. | 7.618.128 $ | -378.777 $ | -4,7 % | 7.996.905 $ | -936.584 $ | -10,5 % | 8.933.489 $ | +749.338 $ | +9,2 % | 8.184.151 $ | +1.353.486 $ | +19,8 % |
| Bauman Advisory Group, LLC | 5.577.914 $ | -3.338.377 $ | -37,4 % | 8.916.291 $ | +4.137.351 $ | +86,6 % | 4.778.940 $ | |||||
| Focus Partners Advisor Solutions, LLC | 5.580.869 $ | -897.922 $ | -13,9 % | 6.478.791 $ | +2.303.406 $ | +55,2 % | 4.175.385 $ | -4.719.803 $ | -53,1 % | 8.895.188 $ | +3.849.266 $ | +76,3 % |
| Battery Global Advisors, LLC | 7.742.917 $ | -1.143.975 $ | -12,9 % | 8.886.892 $ | +8.527.965 $ | +2.376,0 % | 358.927 $ | -7.741.545 $ | -95,6 % | 8.100.472 $ | +1.358.352 $ | +20,1 % |
| SENTINEL TRUST CO LBA | 6.408.000 $ | -361.000 $ | -5,3 % | 6.769.000 $ | +286.000 $ | +4,4 % | 6.483.000 $ | -2.358.000 $ | -26,7 % | 8.841.000 $ | +1.213.000 $ | +15,9 % |
| Ameritas Advisory Services, LLC | 8.828.344 $ | +4.149.538 $ | +88,7 % | 4.678.806 $ | +160.497 $ | +3,6 % | 4.518.309 $ | -1.123.938 $ | -19,9 % | 5.642.247 $ | +2.173.964 $ | +62,7 % |
| AdvisorNet Financial, Inc | 7.567.733 $ | -1.255.433 $ | -14,2 % | 8.823.166 $ | +658.744 $ | +8,1 % | 8.164.422 $ | +920.532 $ | +12,7 % | 7.243.890 $ | +1.233.696 $ | +20,5 % |
| DCF Advisers, LLC | 7.551.000 $ | -1.265.000 $ | -14,3 % | 8.816.000 $ | +699.000 $ | +8,6 % | 8.117.000 $ | +840.000 $ | +11,5 % | 7.277.000 $ | +1.041.000 $ | +16,7 % |
| Bull Oak Capital, LLC | 7.375.062 $ | -1.431.769 $ | -16,3 % | 8.806.831 $ | +1.125.146 $ | +14,6 % | 7.681.685 $ | +703.842 $ | +10,1 % | 6.977.843 $ | +980.576 $ | +16,4 % |
| BESSEMER GROUP INC | 7.235.000 $ | -1.542.000 $ | -17,6 % | 8.777.000 $ | +1.298.000 $ | +17,4 % | 7.479.000 $ | +751.000 $ | +11,2 % | 6.728.000 $ | +1.011.000 $ | +17,7 % |
| Crescent Grove Advisors, LLC | 7.284.148 $ | -1.480.543 $ | -16,9 % | 8.764.691 $ | +1.018.394 $ | +13,1 % | 7.746.297 $ | +873.898 $ | +12,7 % | 6.872.399 $ | +1.055.022 $ | +18,1 % |
| LYNX CAPITAL GROUP LTD /ADV | 4.450.182 $ | -787.668 $ | -15,0 % | 5.237.850 $ | +393.868 $ | +8,1 % | 4.843.982 $ | -3.864.040 $ | -44,4 % | 8.708.022 $ | +1.094.365 $ | +14,4 % |
| Quantinno Capital Management LP | 8.701.871 $ | +57.908 $ | +0,7 % | 8.643.963 $ | +3.286.437 $ | +61,3 % | 5.357.526 $ | +1.148.293 $ | +27,3 % | 4.209.233 $ | +577.262 $ | +15,9 % |
| Summit Place Financial Advisors, LLC | 7.594.494 $ | -1.067.579 $ | -12,3 % | 8.662.073 $ | +220.149 $ | +2,6 % | 8.441.924 $ | +490.710 $ | +6,2 % | 7.951.214 $ | +1.332.324 $ | +20,1 % |
| Wellspring Financial Advisors, LLC | 7.403.227 $ | -1.235.219 $ | -14,3 % | 8.638.446 $ | +434.942 $ | +5,3 % | 8.203.504 $ | +727.551 $ | +9,7 % | 7.475.953 $ | +1.069.461 $ | +16,7 % |
| CAPITAL ADVISORS INC/OK | 7.895.854 $ | -718.877 $ | -8,3 % | 8.614.731 $ | +610.314 $ | +7,6 % | 8.004.417 $ | +1.440.854 $ | +22,0 % | 6.563.563 $ | +3.610.443 $ | +122,3 % |
| Bleakley Financial Group, LLC | 8.597.720 $ | +6.235.649 $ | +264,0 % | 2.362.071 $ | +204.816 $ | +9,5 % | 2.157.255 $ | +252.209 $ | +13,2 % | 1.905.046 $ | +286.929 $ | +17,7 % |
| NOTTINGHAM ADVISORS, INC. | 5.932.268 $ | -1.148.479 $ | -16,2 % | 7.080.747 $ | -201.420 $ | -2,8 % | 7.282.167 $ | -1.263.287 $ | -14,8 % | 8.545.454 $ | +961.168 $ | +12,7 % |
| Apeiron RIA LLC | 5.991.127 $ | -2.432.205 $ | -28,9 % | 8.423.332 $ | -58.809 $ | -0,7 % | 8.482.141 $ | +2.483.027 $ | +41,4 % | 5.999.114 $ | +2.856.607 $ | +90,9 % |
| Cranbrook Wealth Management, LLC | 6.886.794 $ | -1.302.595 $ | -15,9 % | 8.189.389 $ | -205.271 $ | -2,4 % | 8.394.660 $ | +79.572 $ | +1,0 % | 8.315.088 $ | +280.242 $ | +3,5 % |
| KITCHING PARTNERS, LLC | 7.189.309 $ | -1.184.041 $ | -14,1 % | 8.373.350 $ | +343.770 $ | +4,3 % | 8.029.580 $ | +265.167 $ | +3,4 % | 7.764.413 $ | +1.191.108 $ | +18,1 % |
| Blueprint Investment Partners LLC | 7.305.593 $ | -997.228 $ | -12,0 % | 8.302.821 $ | +693.539 $ | +9,1 % | 7.609.282 $ | +916.480 $ | +13,7 % | 6.692.802 $ | +1.370.875 $ | +25,8 % |
| ONE Advisory Partners, LLC | 3.194.904 $ | -175.717 $ | -5,2 % | 3.370.621 $ | -4.921.706 $ | -59,4 % | 8.292.327 $ | +67.558 $ | +0,8 % | 8.224.769 $ | +3.387.038 $ | +70,0 % |
| Clearstead Advisors, LLC | 8.289.288 $ | +5.265.016 $ | +174,1 % | 3.024.272 $ | +208.212 $ | +7,4 % | 2.816.060 $ | +432.042 $ | +18,1 % | 2.384.018 $ | +509.040 $ | +27,1 % |
| Independent Advisor Alliance | 5.061.751 $ | -1.582.984 $ | -23,8 % | 6.644.735 $ | -1.622.890 $ | -19,6 % | 8.267.625 $ | +2.685.537 $ | +48,1 % | 5.582.088 $ | +4.126.986 $ | +283,6 % |
| True North Advisors, LLC | 6.615.884 $ | -1.648.602 $ | -19,9 % | 8.264.486 $ | +705.429 $ | +9,3 % | 7.559.057 $ | +6.882.950 $ | +1.018,0 % | |||
| Keystone Financial Group | 3.692.252 $ | -945.698 $ | -20,4 % | 4.637.950 $ | -3.612.481 $ | -43,8 % | 8.250.431 $ | +2.052.462 $ | +33,1 % | 6.197.969 $ | +2.302.770 $ | +59,1 % |
| Rochester Wealth Strategies, LLC | 7.313.446 $ | -77.800 $ | -1,1 % | 7.391.246 $ | -850.431 $ | -10,3 % | 8.241.677 $ | +188.730 $ | +2,3 % | 8.052.947 $ | +1.550.233 $ | +23,8 % |
| BEACON FINANCIAL GROUP | 3.333.162 $ | -612.438 $ | -15,5 % | 3.945.600 $ | -4.276.677 $ | -52,0 % | 8.222.277 $ | +992.286 $ | +13,7 % | 7.229.991 $ | +3.255.539 $ | +81,9 % |
| CHOREO, LLC | 6.568.019 $ | -1.653.694 $ | -20,1 % | 8.221.713 $ | +447.987 $ | +5,8 % | 7.773.726 $ | +303.813 $ | +4,1 % | 7.469.913 $ | +964.418 $ | +14,8 % |
| LARCH CAPITAL PARTNERS LLC | 7.163.936 $ | -1.018.370 $ | -12,4 % | 8.182.306 $ | ||||||||
| GREAT VALLEY ADVISOR GROUP, INC. | 6.346.083 $ | -1.731.450 $ | -21,4 % | 8.077.533 $ | -102.186 $ | -1,2 % | 8.179.719 $ | +1.717.619 $ | +26,6 % | 6.462.100 $ | +1.456.430 $ | +29,1 % |
| Lineweaver Wealth Advisors, LLC | 4.194.273 $ | -3.893.461 $ | -48,1 % | 8.087.734 $ | +381.514 $ | +5,0 % | 7.706.220 $ | +783.346 $ | +11,3 % | 6.922.874 $ | +1.142.580 $ | +19,8 % |
| Palisades Hudson Asset Management, L.P. | 5.531.000 $ | -927.000 $ | -14,4 % | 6.458.000 $ | -1.589.000 $ | -19,7 % | 8.047.000 $ | -39.000 $ | -0,5 % | 8.086.000 $ | +1.157.000 $ | +16,7 % |
| JMAC ENTERPRISES LLC | 7.506.826 $ | -512.824 $ | -6,4 % | 8.019.650 $ | +698.441 $ | +9,5 % | 7.321.209 $ | +1.010.668 $ | +16,0 % | 6.310.541 $ | +1.549.231 $ | +32,5 % |
| Bensler, LLC | 2.052.662 $ | -5.957.728 $ | -74,4 % | 8.010.390 $ | +1.863.712 $ | +30,3 % | 6.146.678 $ | +861.026 $ | +16,3 % | 5.285.652 $ | +1.312.446 $ | +33,0 % |
| D L CARLSON INVESTMENT GROUP INC | 4.560.736 $ | -3.445.347 $ | -43,0 % | 8.006.083 $ | +141.645 $ | +1,8 % | 7.864.438 $ | +821.394 $ | +11,7 % | 7.043.044 $ | +1.580.433 $ | +28,9 % |
| TABLEAUX LLC | 7.336.514 $ | -538.320 $ | -6,8 % | 7.874.834 $ | +3.012.821 $ | +62,0 % | 4.862.013 $ | -2.812.962 $ | -36,7 % | 7.674.975 $ | +3.006.527 $ | +64,4 % |
| Kovack Advisors, Inc. | 3.845.014 $ | -192.525 $ | -4,8 % | 4.037.539 $ | -3.814.636 $ | -48,6 % | 7.852.175 $ | +7.317.315 $ | +1.368,1 % | 534.860 $ | +69.717 $ | +15,0 % |
| Pacific Capital Wealth Advisors, Inc. | 6.376.668 $ | -1.456.436 $ | -18,6 % | 7.833.104 $ | +879.108 $ | +12,6 % | 6.953.996 $ | +40.046 $ | +0,6 % | 6.913.950 $ | +945.925 $ | +15,8 % |
| Kure Advisory, LLC | 6.626.154 $ | -1.148.500 $ | -14,8 % | 7.774.654 $ | +205.308 $ | +2,7 % | 7.569.346 $ | +843.433 $ | +12,5 % | 6.725.913 $ | +816.679 $ | +13,8 % |
| BECK CAPITAL MANAGEMENT, LLC | 6.483.924 $ | -1.279.463 $ | -16,5 % | 7.763.387 $ | +1.554.054 $ | +25,0 % | 6.209.333 $ | +782.205 $ | +14,4 % | |||
| RiverGlades Family Offices LLC | 7.490.836 $ | -270.683 $ | -3,5 % | 7.761.519 $ | +1.321.374 $ | +20,5 % | 6.440.145 $ | +856.742 $ | +15,3 % | |||
| TriaGen Wealth Management LLC | 6.732.094 $ | -1.029.160 $ | -13,3 % | 7.761.254 $ | +538.585 $ | +7,5 % | 7.222.669 $ | +805.883 $ | +12,6 % | 6.416.786 $ | +1.268.469 $ | +24,6 % |
| Madden Advisory Services, Inc. | 6.686.788 $ | -1.056.393 $ | -13,6 % | 7.743.181 $ | +456.469 $ | +6,3 % | 7.286.712 $ | +434.107 $ | +6,3 % | 6.852.605 $ | +879.390 $ | +14,7 % |
| WELCH & FORBES LLC | 6.560.542 $ | -1.099.065 $ | -14,3 % | 7.659.607 $ | +607.311 $ | +8,6 % | 7.052.296 $ | +729.814 $ | +11,5 % | 6.322.482 $ | +904.458 $ | +16,7 % |
| STABLEFORD CAPITAL II LLC | 3.491.054 $ | -616.056 $ | -15,0 % | 4.107.110 $ | -3.548.588 $ | -46,4 % | 7.655.698 $ | +569.646 $ | +8,0 % | 7.086.052 $ | +915.399 $ | +14,8 % |
| Inscription Capital, LLC | 6.511.907 $ | -1.074.349 $ | -14,2 % | 7.586.256 $ | +225.923 $ | +3,1 % | 7.360.333 $ | +841.014 $ | +12,9 % | 6.519.319 $ | +981.314 $ | +17,7 % |
| B. Riley Wealth Advisors, Inc. | 1.903.821 $ | -178.422 $ | -8,6 % | 2.082.243 $ | -5.491.165 $ | -72,5 % | 7.573.408 $ | +813.622 $ | +12,0 % | 6.759.786 $ | +1.757.144 $ | +35,1 % |
| Blueprint Financial Advisors LLC | 6.532.672 $ | -1.016.028 $ | -13,5 % | 7.548.700 $ | +402.818 $ | +5,6 % | 7.145.882 $ | +721.164 $ | +11,2 % | 6.424.718 $ | +4.249.040 $ | +195,3 % |
| Leslie Global Wealth, LLC | 6.585.227 $ | -226.808 $ | -3,3 % | 6.812.035 $ | -728.983 $ | -9,7 % | 7.541.018 $ | +596.286 $ | +8,6 % | 6.944.732 $ | ||
| Systelligence, LLC | 3.304.318 $ | +178.429 $ | +5,7 % | 3.125.889 $ | -4.373.164 $ | -58,3 % | 7.499.053 $ | +2.814.994 $ | +60,1 % | 4.684.059 $ | -3.365.869 $ | -41,8 % |
| Argent Trust Co | 5.833.380 $ | -1.658.812 $ | -22,1 % | 7.492.192 $ | +636.005 $ | +9,3 % | 6.856.187 $ | +898.439 $ | +15,1 % | 5.957.748 $ | +700.678 $ | +13,3 % |
| CITIZENS FINANCIAL GROUP INC/RI | 6.225.795 $ | -683.345 $ | -9,9 % | 6.909.140 $ | -575.903 $ | -7,7 % | 7.485.043 $ | +1.087.101 $ | +17,0 % | 6.397.942 $ | +320.957 $ | +5,3 % |
| Insight Wealth Partners, LLC | 4.028.610 $ | -621.566 $ | -13,4 % | 4.650.176 $ | -2.800.337 $ | -37,6 % | 7.450.513 $ | +956.300 $ | +14,7 % | 6.494.213 $ | +914.490 $ | +16,4 % |
| NavPoint Financial, Inc. | 6.040.155 $ | -1.360.988 $ | -18,4 % | 7.401.143 $ | +563.796 $ | +8,2 % | 6.837.347 $ | +1.199.397 $ | +21,3 % | 5.637.950 $ | +806.565 $ | +16,7 % |
| MOTCO | 7.255.605 $ | +322.350 $ | +4,6 % | 6.933.255 $ | +539.169 $ | +8,4 % | 6.394.086 $ | +669.198 $ | +11,7 % | 5.724.888 $ | +852.700 $ | +17,5 % |
| Tikvah Management LLC | 6.209.187 $ | -1.040.210 $ | -14,3 % | 7.249.397 $ | +574.788 $ | +8,6 % | 6.674.609 $ | +690.732 $ | +11,5 % | 5.983.877 $ | +856.014 $ | +16,7 % |
| Sage Investment Advisers LLC | 7.153.364 $ | -84.260 $ | -1,2 % | 7.237.624 $ | +920.163 $ | +14,6 % | 6.317.461 $ | |||||
| Choate Investment Advisors | 6.181.371 $ | -1.034.863 $ | -14,3 % | 7.216.234 $ | +2.191.469 $ | +43,6 % | 5.024.765 $ | +972.275 $ | +24,0 % | 4.052.490 $ | +2.438.563 $ | +151,1 % |
| Argentarii, LLC | 7.209.487 $ | +709.098 $ | +10,9 % | 6.500.389 $ | +694.705 $ | +12,0 % | 5.805.684 $ | |||||
| Fearless Solutions, LLC dba Best Invest | 5.913.264 $ | -1.269.484 $ | -17,7 % | 7.182.748 $ | +676.810 $ | +10,4 % | 6.505.938 $ | +1.418.878 $ | +27,9 % | 5.087.060 $ | +869.092 $ | +20,6 % |
| DELTA FINANCIAL ADVISORS LLC | 6.129.222 $ | -1.026.813 $ | -14,3 % | 7.156.035 $ | +571.200 $ | +8,7 % | 6.584.835 $ | +739.803 $ | +12,7 % | 5.845.032 $ | +836.152 $ | +16,7 % |
| Discipline Wealth Solutions, LLC | 5.967.354 $ | -1.178.296 $ | -16,5 % | 7.145.650 $ | +864.987 $ | +13,8 % | 6.280.663 $ | +922.369 $ | +17,2 % | 5.358.294 $ | ||
| SCOTIA CAPITAL INC. | 3.833.703 $ | -3.298.623 $ | -46,2 % | 7.132.326 $ | +672.538 $ | +10,4 % | 6.459.788 $ | +990.584 $ | +18,1 % | 5.469.204 $ | +734.276 $ | +15,5 % |
| Briaud Financial Planning Inc | 6.103.020 $ | -1.022.424 $ | -14,3 % | 7.125.444 $ | +532.411 $ | +8,1 % | 6.593.033 $ | +259.278 $ | +4,1 % | 6.333.755 $ | +786.755 $ | +14,2 % |
| Financial Sense Advisors, Inc. | 4.959.346 $ | -2.151.905 $ | -30,3 % | 7.111.251 $ | +1.743.641 $ | +32,5 % | 5.367.610 $ | +202.904 $ | +3,9 % | 5.164.706 $ | +933.392 $ | +22,1 % |
| Sequoia Financial Advisors, LLC | 6.088.436 $ | -991.593 $ | -14,0 % | 7.080.029 $ | +481.731 $ | +7,3 % | 6.598.298 $ | +1.003.677 $ | +17,9 % | 5.594.621 $ | +790.602 $ | +16,5 % |
| TBH Global Asset Management, LLC | 2.336.086 $ | -436.264 $ | -15,7 % | 2.772.350 $ | -4.303.883 $ | -60,8 % | 7.076.233 $ | +4.855.382 $ | +218,6 % | 2.220.851 $ | +517.511 $ | +30,4 % |
| FIDUCIARY TRUST CO | 5.752.503 $ | -1.322.337 $ | -18,7 % | 7.074.840 $ | +685.950 $ | +10,7 % | 6.388.890 $ | +312.232 $ | +5,1 % | 6.076.658 $ | +869.286 $ | +16,7 % |
| SageGuard Financial Group, LLC | 7.046.139 $ | +63.869 $ | +0,9 % | 6.982.270 $ | +3.184.977 $ | +83,9 % | 3.797.293 $ | |||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.533.956 $ | -502.805 $ | -7,1 % | 7.036.761 $ | +870.520 $ | +14,1 % | 6.166.241 $ | +595.916 $ | +10,7 % | 5.570.325 $ | +1.217.597 $ | +28,0 % |
| Bellwether Advisors, LLC | 7.032.171 $ | |||||||||||
| Independent Solutions Wealth Management, LLC | 3.203.059 $ | -377.383 $ | -10,5 % | 3.580.442 $ | -3.431.266 $ | -48,9 % | 7.011.708 $ | +1.044.277 $ | +17,5 % | 5.967.431 $ | +1.683.860 $ | +39,3 % |
| Compagnie Lombard Odier SCmA | 6.992.227 $ | +2.463.447 $ | +54,4 % | 4.528.780 $ | +1.055.597 $ | +30,4 % | 3.473.183 $ | +124.234 $ | +3,7 % | 3.348.949 $ | +1.389.660 $ | +70,9 % |
| Vestmark Advisory Solutions, Inc. | 6.907.480 $ | +175.545 $ | +2,6 % | 6.731.935 $ | +893.970 $ | +15,3 % | 5.837.965 $ | +3.591.322 $ | +159,9 % | 2.246.643 $ | -28.358.734 $ | -92,7 % |
| Spectrum Strategic Capital Management, LLC | 6.887.713 $ | +421.566 $ | +6,5 % | 6.466.147 $ | +1.429.808 $ | +28,4 % | 5.036.339 $ | +710.228 $ | +16,4 % | |||
| CCG WEALTH MANAGEMENT, LLC | 5.671.934 $ | -1.198.639 $ | -17,4 % | 6.870.573 $ | +5.552.453 $ | +421,2 % | 1.318.120 $ | +1.021.946 $ | +345,0 % | 296.174 $ | ||
| Sepio Capital, LP | 5.882.833 $ | -947.010 $ | -13,9 % | 6.829.843 $ | +749.561 $ | +12,3 % | 6.080.282 $ | +629.227 $ | +11,5 % | 5.451.055 $ | +765.200 $ | +16,3 % |
| HARBOUR INVESTMENTS, INC. | 5.806.827 $ | -984.705 $ | -14,5 % | 6.791.532 $ | +1.912.247 $ | +39,2 % | 4.879.285 $ | +629.749 $ | +14,8 % | 4.249.536 $ | +627.305 $ | +17,3 % |
| MILLENNIUM MANAGEMENT LLC | 1.003.528 $ | -3.300.443 $ | -76,7 % | 4.303.971 $ | -2.426.645 $ | -36,1 % | 6.730.616 $ | |||||
| INTREPID CAPITAL MANAGEMENT INC | 5.757.335 $ | -964.512 $ | -14,3 % | 6.721.847 $ | +662.669 $ | +10,9 % | 6.059.178 $ | +627.043 $ | +11,5 % | 5.432.135 $ | +777.086 $ | +16,7 % |
| Aspect Partners, LLC | 6.588.652 $ | -124.938 $ | -1,9 % | 6.713.590 $ | +770.380 $ | +13,0 % | 5.943.210 $ | +669.685 $ | +12,7 % | 5.273.525 $ | +923.404 $ | +21,2 % |
| Evelyn Partners Asset Management Ltd | 6.698.749 $ | +92.161 $ | +1,4 % | 6.606.588 $ | +748.822 $ | +12,8 % | 5.857.766 $ | +837.973 $ | +16,7 % | |||
| Fermata Advisors, LLC | 5.623.456 $ | -707.049 $ | -11,2 % | 6.330.505 $ | -354.900 $ | -5,3 % | 6.685.405 $ | +459.931 $ | +7,4 % | 6.225.474 $ | +687.095 $ | +12,4 % |
| Firestone Capital Management | 6.643.003 $ | -14.526 $ | -0,2 % | 6.657.529 $ | +1.628.073 $ | +32,4 % | 5.029.456 $ | +676.136 $ | +15,5 % | 4.353.320 $ | +746.667 $ | +20,7 % |
| Gradient Investments LLC | 5.340.067 $ | -1.308.079 $ | -19,7 % | 6.648.146 $ | +662.346 $ | +11,1 % | 5.985.800 $ | +634.949 $ | +11,9 % | 5.350.851 $ | -179.234 $ | -3,2 % |
| Hilltop National Bank | 5.576.866 $ | -1.050.298 $ | -15,8 % | 6.627.164 $ | +584.869 $ | +9,7 % | 6.042.295 $ | +679.874 $ | +12,7 % | 5.362.421 $ | +626.179 $ | +13,2 % |
| Knollwood Investment Advisory, LLC | 5.675.332 $ | -950.774 $ | -14,3 % | 6.626.106 $ | +527.073 $ | +8,6 % | 6.099.033 $ | +1.221.478 $ | +25,0 % | 4.877.555 $ | +1.050.148 $ | +27,4 % |
| waypoint wealth counsel | 5.334.102 $ | -1.259.914 $ | -19,1 % | 6.594.016 $ | +74.360 $ | +1,1 % | 6.519.656 $ | +633.727 $ | +10,8 % | 5.885.929 $ | +876.487 $ | +17,5 % |
| Pacific Park Financial, Inc. | 5.573.506 $ | -967.834 $ | -14,8 % | 6.541.340 $ | +420.513 $ | +6,9 % | 6.120.827 $ | |||||
| WCG Wealth Advisors LLC | 3.927.848 $ | -2.590.127 $ | -39,7 % | 6.517.975 $ | +886.601 $ | +15,7 % | 5.631.374 $ | +980.426 $ | +21,1 % | 4.650.948 $ | +673.629 $ | +16,9 % |
| Apollon Financial, LLC | 5.779.349 $ | -727.787 $ | -11,2 % | 6.507.136 $ | +389.229 $ | +6,4 % | 6.117.907 $ | +444.137 $ | +7,8 % | 5.673.770 $ | +1.313.850 $ | +30,1 % |
| EQ LLC | 4.944.936 $ | -1.552.294 $ | -23,9 % | 6.497.230 $ | +554.598 $ | +9,3 % | 5.942.632 $ | +800.109 $ | +15,6 % | 5.142.523 $ | +2.023.006 $ | +64,8 % |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 6.493.860 $ | +1.467.644 $ | +29,2 % | |||||||||
| Vontobel Holding Ltd. | 5.801.282 $ | -651.237 $ | -10,1 % | 6.452.519 $ | -16.243 $ | -0,3 % | 6.468.762 $ | +670.085 $ | +11,6 % | 5.798.677 $ | +656.534 $ | +12,8 % |
| Pinnacle Financial Partners, Inc. | 5.109.254 $ | -1.204.051 $ | -19,1 % | 6.313.305 $ | -110.816 $ | -1,7 % | 6.424.121 $ | |||||
| Marex Group Ltd | 5.486.934 $ | -914.364 $ | -14,3 % | 6.401.298 $ | +460.141 $ | +7,7 % | 5.941.157 $ | +385.604 $ | +6,9 % | 5.555.553 $ | ||
| Nadler Financial Group, Inc. | 5.289.022 $ | -1.104.694 $ | -17,3 % | 6.393.716 $ | +907.517 $ | +16,5 % | 5.486.199 $ | +1.062.074 $ | +24,0 % | 4.424.125 $ | +609.190 $ | +16,0 % |
| LANARK FINANCIAL, INC. | 5.356.853 $ | -1.032.210 $ | -16,2 % | 6.389.063 $ | +1.228.247 $ | +23,8 % | 5.160.816 $ | +4.728.816 $ | +1.094,6 % | |||
| D.A. DAVIDSON & CO. | 5.465.640 $ | -900.658 $ | -14,1 % | 6.366.298 $ | +1.168.252 $ | +22,5 % | 5.198.046 $ | +910.438 $ | +21,2 % | 4.287.608 $ | +293.325 $ | +7,3 % |
| Advyzon Investment Management, LLC | 3.750.150 $ | -2.414.306 $ | -39,2 % | 6.164.456 $ | -153.144 $ | -2,4 % | 6.317.600 $ | +5.088.547 $ | +414,0 % | |||
| Guardian Wealth Management, LLC | 5.291.391 $ | -741.949 $ | -12,3 % | 6.033.340 $ | -272.787 $ | -4,3 % | 6.306.127 $ | |||||
| Everest Financial Group LLC | 5.321.114 $ | -914.090 $ | -14,7 % | 6.235.204 $ | +504.440 $ | +8,8 % | 5.730.764 $ | |||||
| Sovran Advisors, LLC | 4.517.460 $ | -491.787 $ | -9,8 % | 5.009.247 $ | -1.202.744 $ | -19,4 % | 6.211.991 $ | +807.633 $ | +14,9 % | 5.404.358 $ | +2.445.638 $ | +82,7 % |
| Gibson Capital, LLC | 5.180.239 $ | -1.014.530 $ | -16,4 % | 6.194.769 $ | +490.844 $ | +8,6 % | 5.703.925 $ | +279.624 $ | +5,2 % | 5.424.301 $ | +754.473 $ | +16,2 % |
| TSA Wealth Managment LLC | 2.698.652 $ | -643.758 $ | -19,3 % | 3.342.410 $ | -2.796.477 $ | -45,6 % | 6.138.887 $ | +467.266 $ | +8,2 % | 5.671.621 $ | +2.101.386 $ | +58,9 % |
| West Wealth Group, LLC | 2.448.110 $ | -86.402 $ | -3,4 % | 2.534.512 $ | -3.603.076 $ | -58,7 % | 6.137.588 $ | +619.375 $ | +11,2 % | 5.518.213 $ | +2.229.110 $ | +67,8 % |
| Chicago Partners Investment Group LLC | 5.061.310 $ | -770.646 $ | -13,2 % | 5.831.956 $ | -271.522 $ | -4,4 % | 6.103.478 $ | +1.197.246 $ | +24,4 % | 4.906.232 $ | +757.195 $ | +18,2 % |
| Plan Group Financial, LLC | 4.807.269 $ | -1.287.761 $ | -21,1 % | 6.095.030 $ | +1.466.067 $ | +31,7 % | 4.628.963 $ | +320.033 $ | +7,4 % | 4.308.930 $ | +870.025 $ | +25,3 % |
| Pacific Point Advisors, LLC | 5.249.002 $ | -821.872 $ | -13,5 % | 6.070.874 $ | +481.345 $ | +8,6 % | 5.589.529 $ | +578.441 $ | +11,5 % | 5.011.088 $ | +716.854 $ | +16,7 % |
| Park Edge Advisors, LLC | 4.149.954 $ | -750.596 $ | -15,3 % | 4.900.550 $ | -565.357 $ | -10,3 % | 5.465.907 $ | -554.573 $ | -9,2 % | 6.020.480 $ | +2.549.086 $ | +73,4 % |
| Family Manage LLC | 4.583.381 $ | -1.412.998 $ | -23,6 % | 5.996.379 $ | +693.624 $ | +13,1 % | 5.302.755 $ | +1.095.194 $ | +26,0 % | 4.207.561 $ | +1.820.607 $ | +76,3 % |
| Financial Alternatives, Inc | 5.177.117 $ | -816.000 $ | -13,6 % | 5.993.117 $ | +479.320 $ | +8,7 % | 5.513.797 $ | +630.347 $ | +12,9 % | 4.883.450 $ | +737.570 $ | +17,8 % |
| Ausdal Financial Partners, Inc. | 4.678.601 $ | -1.291.922 $ | -21,6 % | 5.970.523 $ | +1.232.480 $ | +26,0 % | 4.738.043 $ | +488.262 $ | +11,5 % | 4.249.781 $ | +509.338 $ | +13,6 % |
| Parallel Advisors, LLC | 4.973.214 $ | -968.389 $ | -16,3 % | 5.941.603 $ | +899.616 $ | +17,8 % | 5.041.987 $ | +933.942 $ | +22,7 % | 4.108.045 $ | +719.964 $ | +21,2 % |
| CASTLE WEALTH MANAGEMENT LLC | 5.146.246 $ | -783.160 $ | -13,2 % | 5.929.406 $ | +125.541 $ | +2,2 % | 5.803.865 $ | +211.201 $ | +3,8 % | 5.592.664 $ | +741.187 $ | +15,3 % |
| Beacon Bridge Wealth Partners, LLC | 3.647.284 $ | -2.231.666 $ | -38,0 % | 5.878.950 $ | +456.469 $ | +8,4 % | 5.422.481 $ | +2.232.463 $ | +70,0 % | 3.190.018 $ | +555.183 $ | +21,1 % |
| Wealthfront Advisers LLC | 4.692.418 $ | -1.133.283 $ | -19,5 % | 5.825.701 $ | +2.121.183 $ | +57,3 % | 3.704.518 $ | +975.206 $ | +35,7 % | 2.729.312 $ | +2.368.996 $ | +657,5 % |
| Vise Technologies, Inc. | 5.825.013 $ | +0 $ | +0,0 % | 5.825.013 $ | +2.467.730 $ | +73,5 % | 3.357.283 $ | +910.401 $ | +37,2 % | |||
| Mengis Capital Management, Inc. | 4.999.819 $ | -819.975 $ | -14,1 % | 5.819.794 $ | +278.237 $ | +5,0 % | 5.541.557 $ | +543.422 $ | +10,9 % | 4.998.135 $ | +750.983 $ | +17,7 % |
| FINANCIAL MANAGEMENT NETWORK INC | 4.713.748 $ | -1.098.291 $ | -18,9 % | 5.812.039 $ | +348.437 $ | +6,4 % | 5.463.602 $ | +257.010 $ | +4,9 % | 5.206.592 $ | +934.906 $ | +21,9 % |
| Fortis Group Advisors, LLC | 820.831 $ | -1.015.829 $ | -55,3 % | 1.836.660 $ | -3.965.986 $ | -68,3 % | 5.802.646 $ | +1.510.505 $ | +35,2 % | 4.292.141 $ | -474.661 $ | -10,0 % |
| WESPAC Advisors SoCal, LLC | 5.747.746 $ | +535.374 $ | +10,3 % | 5.212.372 $ | +4.725.596 $ | +970,8 % | 486.776 $ | +36.839 $ | +8,2 % | 449.937 $ | +39.795 $ | +9,7 % |
| Alvarez & Marsal Private Wealth Partners, LLC | 4.916.456 $ | -823.642 $ | -14,3 % | 5.740.098 $ | ||||||||
| Evelyn Partners Group Ltd | 5.737.553 $ | |||||||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.478.196 $ | -1.241.639 $ | -21,7 % | 5.719.835 $ | +684.211 $ | +13,6 % | 5.035.624 $ | +2.112.453 $ | +72,3 % | 2.923.171 $ | +493.812 $ | +20,3 % |
| Howard Capital Management, LLC | 5.711.202 $ | +1.049.847 $ | +22,5 % | 4.661.355 $ | ||||||||
| BCGM Wealth Management, LLC | 2.277.818 $ | -110.084 $ | -4,6 % | 2.387.902 $ | -3.321.433 $ | -58,2 % | 5.709.335 $ | +495.292 $ | +9,5 % | 5.214.043 $ | +1.901.043 $ | +57,4 % |
| BRADLEY FOSTER & SARGENT INC/CT | 4.783.936 $ | -912.963 $ | -16,0 % | 5.696.899 $ | +223.525 $ | +4,1 % | 5.473.374 $ | +608.336 $ | +12,5 % | 4.865.038 $ | +691.595 $ | +16,6 % |
| CI INVESTMENTS INC. | 4.879.230 $ | -817.405 $ | -14,3 % | 5.696.635 $ | +451.673 $ | +8,6 % | 5.244.962 $ | +1.051.962 $ | +25,1 % | 4.193.000 $ | +600.000 $ | +16,7 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.270.280 $ | -2.418.520 $ | -42,5 % | 5.688.800 $ | +360.537 $ | +6,8 % | 5.328.263 $ | +514.378 $ | +10,7 % | 4.813.885 $ | +1.568.282 $ | +48,3 % |
| Amplius Wealth Advisors, LLC | 4.907.363 $ | -780.903 $ | -13,7 % | 5.688.266 $ | +437.373 $ | +8,3 % | 5.250.893 $ | +285.754 $ | +5,8 % | 4.965.139 $ | +484.692 $ | +10,8 % |
| Altiora Financial Group, LLC | 4.862.391 $ | -814.585 $ | -14,3 % | 5.676.976 $ | +450.115 $ | +8,6 % | 5.226.861 $ | -232.782 $ | -4,3 % | 5.459.643 $ | +796.736 $ | +17,1 % |
| LifePlan Investment Advisors, Inc. | 3.850.859 $ | -518.968 $ | -11,9 % | 4.369.827 $ | -1.254.118 $ | -22,3 % | 5.623.945 $ | +496.862 $ | +9,7 % | 5.127.083 $ | +849.062 $ | +19,8 % |
| Modera Wealth Management, LLC | 4.607.092 $ | -1.014.255 $ | -18,0 % | 5.621.347 $ | +423.869 $ | +8,2 % | 5.197.478 $ | +679.115 $ | +15,0 % | 4.518.363 $ | +572.534 $ | +14,5 % |
| Garde Capital, Inc. | 4.815.198 $ | -799.360 $ | -14,2 % | 5.614.558 $ | +830.804 $ | +17,4 % | 4.783.754 $ | +920.831 $ | +23,8 % | 3.862.923 $ | +994.300 $ | +34,7 % |
| BURNS J W & CO INC/NY | 4.409.860 $ | -1.176.046 $ | -21,1 % | 5.585.906 $ | +2.276.199 $ | +68,8 % | 3.309.707 $ | +657.750 $ | +24,8 % | 2.651.957 $ | +750.850 $ | +39,5 % |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4.780.463 $ | -800.858 $ | -14,3 % | 5.581.321 $ | +426.296 $ | +8,3 % | 5.155.025 $ | |||||
| Advisory Alpha, LLC | 4.539.737 $ | -955.404 $ | -17,4 % | 5.495.141 $ | +1.016.099 $ | +22,7 % | 4.479.042 $ | +436.651 $ | +10,8 % | 4.042.391 $ | +952.515 $ | +30,8 % |
| Westover Capital Advisors, LLC | 4.749.201 $ | -717.159 $ | -13,1 % | 5.466.360 $ | +342.585 $ | +6,7 % | 5.123.775 $ | +595.807 $ | +13,2 % | 4.527.968 $ | +587.191 $ | +14,9 % |
| SGL Investment Advisors, Inc. | 5.464.720 $ | +43.994 $ | +0,8 % | 5.420.726 $ | +76.559 $ | +1,4 % | 5.344.167 $ | +1.325.590 $ | +33,0 % | 4.018.577 $ | +911.243 $ | +29,3 % |
| WHITTIER TRUST CO | 4.519.476 $ | -469.475 $ | -9,4 % | 4.988.951 $ | -473.608 $ | -8,7 % | 5.462.559 $ | +755.538 $ | +16,1 % | 4.707.021 $ | +903.875 $ | +23,8 % |
| FDx Advisors, Inc. | 3.866.000 $ | -937.000 $ | -19,5 % | 4.803.000 $ | -541.000 $ | -10,1 % | 5.344.000 $ | -93.000 $ | -1,7 % | 5.437.000 $ | +87.000 $ | +1,6 % |
| NAPA WEALTH MANAGEMENT | 5.414.101 $ | +1.673.893 $ | +44,8 % | |||||||||
| Regal Investment Advisors LLC | 2.992.960 $ | -2.409 $ | -0,1 % | 2.995.369 $ | -2.412.844 $ | -44,6 % | 5.408.213 $ | +1.254.075 $ | +30,2 % | 4.154.138 $ | +1.908.862 $ | +85,0 % |
| Per Stirling Capital Management, LLC. | 370.576 $ | -4.971.932 $ | -93,1 % | 5.342.508 $ | -63.417 $ | -1,2 % | 5.405.925 $ | +541.793 $ | +11,1 % | 4.864.132 $ | +776.683 $ | +19,0 % |
| Altman Advisors, Inc. | 3.674.303 $ | -623.218 $ | -14,5 % | 4.297.521 $ | -1.108.305 $ | -20,5 % | 5.405.826 $ | +26.318 $ | +0,5 % | 5.379.508 $ | +678.548 $ | +14,4 % |
| ShoreHaven Wealth Partners, LLC | 2.656.442 $ | -427.395 $ | -13,9 % | 3.083.837 $ | -2.312.994 $ | -42,9 % | 5.396.831 $ | +491.260 $ | +10,0 % | 4.905.571 $ | +1.134.350 $ | +30,1 % |
| Snowden Capital Advisors LLC | 4.380.184 $ | -590.277 $ | -11,9 % | 4.970.461 $ | -422.717 $ | -7,8 % | 5.393.178 $ | +859.025 $ | +18,9 % | 4.534.153 $ | +993.913 $ | +28,1 % |
| Davies Financial Advisors, Inc. | 687.384 $ | -1.400.227 $ | -67,1 % | 2.087.611 $ | -3.299.589 $ | -61,2 % | 5.387.200 $ | +55.264 $ | +1,0 % | |||
| One Capital Management, LLC | 5.365.682 $ | +0 $ | +0,0 % | 5.365.682 $ | +144.503 $ | +2,8 % | 5.221.179 $ | +336.712 $ | +6,9 % | 4.884.467 $ | +745.135 $ | +18,0 % |
| PAX Financial Group, LLC | 2.730.970 $ | -187.302 $ | -6,4 % | 2.918.272 $ | -2.427.341 $ | -45,4 % | 5.345.613 $ | +1.371.425 $ | +34,5 % | 3.974.188 $ | +1.233.217 $ | +45,0 % |
| Smith Thornton Advisors LLC | 4.703.276 $ | -618.591 $ | -11,6 % | 5.321.867 $ | +393.712 $ | +8,0 % | 4.928.155 $ | +554.678 $ | +12,7 % | 4.373.477 $ | +746.931 $ | +20,6 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 587.921 $ | -4.722.132 $ | -88,9 % | 5.310.053 $ | +910.152 $ | +20,7 % | 4.399.901 $ | +1.909.639 $ | +76,7 % | 2.490.262 $ | +173.588 $ | +7,5 % |
| Ridge Creek Global, Inc | 4.444.141 $ | -862.298 $ | -16,3 % | 5.306.439 $ | +419.518 $ | +8,6 % | 4.886.921 $ | |||||
| Allie Family Office LLC | 5.300.664 $ | +114.824 $ | +2,2 % | 5.185.840 $ | +164.843 $ | +3,3 % | 5.020.997 $ | +254.534 $ | +5,3 % | 4.766.463 $ | +79.690 $ | +1,7 % |
| Keystone Financial Services | 2.182.551 $ | -80.704 $ | -3,6 % | 2.263.255 $ | -3.029.557 $ | -57,2 % | 5.292.812 $ | +2.004.809 $ | +61,0 % | 3.288.003 $ | +608.737 $ | +22,7 % |
| J2 Capital Management Inc | 1.573.100 $ | -1.115.516 $ | -41,5 % | 2.688.616 $ | -2.571.768 $ | -48,9 % | 5.260.384 $ | +499.334 $ | +10,5 % | 4.761.050 $ | +1.743.263 $ | +57,8 % |
| NATIXIS ADVISORS, LLC | 5.244.000 $ | +664.000 $ | +14,5 % | 4.580.000 $ | +2.370.000 $ | +107,2 % | 2.210.000 $ | +696.000 $ | +46,0 % | 1.514.000 $ | +774.000 $ | +104,6 % |
| Red Door Wealth Management, LLC | 4.813.083 $ | -423.180 $ | -8,1 % | 5.236.263 $ | +692.285 $ | +15,2 % | 4.543.978 $ | +720.715 $ | +18,9 % | 3.823.263 $ | +979.398 $ | +34,4 % |
| Perennial Investment Advisors, LLC | 3.302.994 $ | -1.903.268 $ | -36,6 % | 5.206.262 $ | +335.260 $ | +6,9 % | 4.871.002 $ | +1.056.501 $ | +27,7 % | |||
| Emerald Investment Advisers, LLC | 4.441.498 $ | -744.073 $ | -14,3 % | 5.185.571 $ | ||||||||
| SIGNET FINANCIAL MANAGEMENT, LLC | 4.467.882 $ | -715.637 $ | -13,8 % | 5.183.519 $ | +935.583 $ | +22,0 % | 4.247.936 $ | +1.015.860 $ | +31,4 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 4.369.009 $ | -805.631 $ | -15,6 % | 5.174.640 $ | +757.287 $ | +17,1 % | 4.417.353 $ | +3.026.718 $ | +217,7 % | 1.390.635 $ | +672.373 $ | +93,6 % |
| Synergy Investment Management, LLC | 3.929.641 $ | +621.970 $ | +18,8 % | 3.307.671 $ | -1.779.656 $ | -35,0 % | 5.087.327 $ | +726.149 $ | +16,7 % | 4.361.178 $ | ||
| Interchange Capital Partners, LLC | 2.579.603 $ | +21.899 $ | +0,9 % | 2.557.704 $ | -2.529.247 $ | -49,7 % | 5.086.951 $ | +418.801 $ | +9,0 % | 4.668.150 $ | +487.767 $ | +11,7 % |
| HUB Investment Partners, LLC | 4.162.715 $ | -917.643 $ | -18,1 % | 5.080.358 $ | +4.475.236 $ | +739,6 % | 605.122 $ | -603.761 $ | -49,9 % | 1.208.883 $ | +409.090 $ | +51,1 % |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5.067.849 $ | +724.973 $ | +16,7 % | |||||||||
| Promus Capital, LLC | 5.036.484 $ | -3.595.512 $ | -41,7 % | |||||||||
| Geneos Wealth Management Inc. | 3.066.537 $ | -514.699 $ | -14,4 % | 3.581.236 $ | -1.454.794 $ | -28,9 % | 5.036.030 $ | +678.199 $ | +15,6 % | 4.357.831 $ | +640.302 $ | +17,2 % |
| Connective Portfolio Management, LLC | 3.551.160 $ | -594.917 $ | -14,3 % | 4.146.077 $ | -888.817 $ | -17,7 % | 5.034.894 $ | +535.820 $ | +11,9 % | 4.499.074 $ | +613.009 $ | +15,8 % |
| Cypress Wealth Services, LLC | 2.631.297 $ | -373.460 $ | -12,4 % | 3.004.757 $ | -2.020.721 $ | -40,2 % | 5.025.478 $ | +937.114 $ | +22,9 % | 4.088.364 $ | +1.424.158 $ | +53,5 % |
| Simplicity Wealth,LLC | 1.426.912 $ | -298.203 $ | -17,3 % | 1.725.115 $ | -1.197.898 $ | -41,0 % | 2.923.013 $ | -2.093.241 $ | -41,7 % | 5.016.254 $ | +222.765 $ | +4,6 % |
| LIBERTY WEALTH MANAGEMENT LLC | 4.328.632 $ | +0 $ | +0,0 % | 4.328.632 $ | -662.489 $ | -13,3 % | 4.991.121 $ | +409.703 $ | +8,9 % | 4.581.418 $ | +659.628 $ | +16,8 % |
| FIDELIS CAPITAL PARTNERS, LLC | 4.135.909 $ | -830.320 $ | -16,7 % | 4.966.229 $ | +499.850 $ | +11,2 % | 4.466.379 $ | +622.959 $ | +16,2 % | 3.843.420 $ | +619.720 $ | +19,2 % |
| Trademark Financial Management, LLC | 3.855.465 $ | -1.106.180 $ | -22,3 % | 4.961.645 $ | +457.522 $ | +10,2 % | 4.504.123 $ | +504.320 $ | +12,6 % | 3.999.803 $ | +629.806 $ | +18,7 % |
| Centerline Wealth Advisors, LLC | 2.875.725 $ | -461.660 $ | -13,8 % | 3.337.385 $ | -1.616.582 $ | -32,6 % | 4.953.967 $ | +2.212.430 $ | +80,7 % | 2.741.537 $ | +421.807 $ | +18,2 % |
| EQ WEALTH ADVISORS, LLC | 3.646.680 $ | -908.106 $ | -19,9 % | 4.554.786 $ | -357.298 $ | -7,3 % | 4.912.084 $ | +461.689 $ | +10,4 % | 4.450.395 $ | +579.835 $ | +15,0 % |
| OVERSEA-CHINESE BANKING Corp Ltd | 768.592 $ | -4.139.625 $ | -84,3 % | 4.908.217 $ | +2.161.543 $ | +78,7 % | 2.746.674 $ | +286.870 $ | +11,7 % | 2.459.804 $ | +352.040 $ | +16,7 % |
| D. SCOTT NEAL, INC. | 4.884.105 $ | +310.061 $ | +6,8 % | |||||||||
| Robinson Value Management, Ltd. | 3.787.808 $ | -701.123 $ | -15,6 % | 4.488.931 $ | -368.444 $ | -7,6 % | 4.857.375 $ | +445.475 $ | +10,1 % | 4.411.900 $ | +706.656 $ | +19,1 % |
| Gunderson Capital Management LLC | 4.855.914 $ | +430.115 $ | +9,7 % | 4.425.799 $ | +505.288 $ | +12,9 % | ||||||
| Legacy Financial Group LLC | 1.855.205 $ | +10.193 $ | +0,6 % | 1.845.012 $ | -3.006.713 $ | -62,0 % | 4.851.725 $ | +791.959 $ | +19,5 % | 4.059.766 $ | +1.997.895 $ | +96,9 % |
| F/m Investments LLC | 4.832.537 $ | +493.116 $ | +11,4 % | 4.339.421 $ | +630.872 $ | +17,0 % | ||||||
| THOMPSON SIEGEL & WALMSLEY LLC | 4.107.000 $ | -688.000 $ | -14,3 % | 4.795.000 $ | +373.000 $ | +8,4 % | 4.422.000 $ | +457.000 $ | +11,5 % | 3.965.000 $ | +568.000 $ | +16,7 % |
| Banque Cantonale Vaudoise | 4.114.000 $ | -671.000 $ | -14,0 % | 4.785.000 $ | +322.000 $ | +7,2 % | 4.463.000 $ | +2.502.000 $ | +127,6 % | 1.961.000 $ | +1.672.000 $ | +578,5 % |
| BridgePort Financial Solutions, LLC | 3.488.339 $ | -468.675 $ | -11,8 % | 3.957.014 $ | -818.223 $ | -17,1 % | 4.775.237 $ | +470.632 $ | +10,9 % | 4.304.605 $ | +827.810 $ | +23,8 % |
| Invst, LLC | 1.860.264 $ | -2.801.816 $ | -60,1 % | 4.662.080 $ | -103.555 $ | -2,2 % | 4.765.635 $ | +2.106.729 $ | +79,2 % | |||
| Global Wealth Management, LLC | 4.098.909 $ | -658.734 $ | -13,8 % | 4.757.643 $ | +692.406 $ | +17,0 % | 4.065.237 $ | +2.719.865 $ | +202,2 % | 1.345.372 $ | +179.704 $ | +15,4 % |
| Avior Wealth Management, LLC | 3.004.055 $ | -1.738.678 $ | -36,7 % | 4.742.733 $ | +954.112 $ | +25,2 % | 3.788.621 $ | +241.107 $ | +6,8 % | 3.547.514 $ | +409.530 $ | +13,1 % |
| MATHER GROUP, LLC. | 3.759.949 $ | -767.418 $ | -17,0 % | 4.527.367 $ | -198.026 $ | -4,2 % | 4.725.393 $ | +2.204.713 $ | +87,5 % | 2.520.680 $ | +643.082 $ | +34,3 % |
| Cushing Capital Partners, LLC | 4.243.272 $ | -479.124 $ | -10,1 % | 4.722.396 $ | +245.295 $ | +5,5 % | 4.477.101 $ | +472.422 $ | +11,8 % | 4.004.679 $ | +741.068 $ | +22,7 % |
| Elevated Financial Group LLC | 4.608.224 $ | -113.361 $ | -2,4 % | 4.721.585 $ | +1.025.184 $ | +27,7 % | 3.696.401 $ | |||||
| Strathmore Capital Advisors, Inc. | 3.091.083 $ | -1.404.903 $ | -31,2 % | 4.495.986 $ | -215.040 $ | -4,6 % | 4.711.026 $ | +443.357 $ | +10,4 % | 4.267.669 $ | +482.958 $ | +12,8 % |
| Procyon Advisors, LLC | 428.217 $ | -17.344 $ | -3,9 % | 445.561 $ | -4.262.137 $ | -90,5 % | 4.707.698 $ | +582.876 $ | +14,1 % | 4.124.822 $ | ||
| American Trust | 2.060.524 $ | -1.060.178 $ | -34,0 % | 3.120.702 $ | -1.525.787 $ | -32,8 % | 4.646.489 $ | +706.843 $ | +17,9 % | |||
| Keebeck Wealth Management | 3.695.761 $ | -924.087 $ | -20,0 % | 4.619.848 $ | +1.085.706 $ | +30,7 % | 3.534.142 $ | +559.232 $ | +18,8 % | 2.974.910 $ | +1.023.666 $ | +52,5 % |
| Wealth Watch Advisors, INC | 3.295.256 $ | -1.282.099 $ | -28,0 % | 4.577.355 $ | +1.193.784 $ | +35,3 % | 3.383.571 $ | +1.663.288 $ | +96,7 % | 1.720.283 $ | +1.077.164 $ | +167,5 % |
| Laird Norton Wetherby Trust Company, LLC | 3.503.815 $ | -1.052.206 $ | -23,1 % | 4.556.021 $ | +627.637 $ | +16,0 % | 3.928.384 $ | |||||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 4.053.649 $ | -470.422 $ | -10,4 % | 4.524.071 $ | +241.366 $ | +5,6 % | 4.282.705 $ | |||||
| MMBG INVESTMENT ADVISORS CO. | 4.517.008 $ | +1.034.815 $ | +29,7 % | 3.482.193 $ | +360.360 $ | +11,5 % | 3.121.833 $ | |||||
| Horst & Graben Wealth Management LLC | 3.031.295 $ | -567.509 $ | -15,8 % | 3.598.804 $ | -906.456 $ | -20,1 % | 4.505.260 $ | +373.307 $ | +9,0 % | 4.131.953 $ | +657.940 $ | +18,9 % |
| EHRLICH FINANCIAL GROUP | 1.947.252 $ | -782.005 $ | -28,7 % | 2.729.257 $ | -1.772.431 $ | -39,4 % | 4.501.688 $ | +1.235.479 $ | +37,8 % | 3.266.209 $ | +837.848 $ | +34,5 % |
| Hilltop Holdings Inc. | 2.902.831 $ | -1.593.153 $ | -35,4 % | 4.495.984 $ | +854.455 $ | +23,5 % | 3.641.529 $ | +656.431 $ | +22,0 % | 2.985.098 $ | +1.418.678 $ | +90,6 % |
| Valeo Financial Advisors, LLC | 3.551.083 $ | -933.545 $ | -20,8 % | 4.484.628 $ | +1.326.137 $ | +42,0 % | 3.158.491 $ | +1.727.339 $ | +120,7 % | 1.431.152 $ | +99.953 $ | +7,5 % |
| Bay Harbor Wealth Management, LLC | 1.309.419 $ | -225.887 $ | -14,7 % | 1.535.306 $ | -2.936.186 $ | -65,7 % | 4.471.492 $ | +430.574 $ | +10,7 % | 4.040.918 $ | +1.924.794 $ | +91,0 % |
| SHRIER WEALTH MANAGEMENT, LLC | 4.087.809 $ | -214.399 $ | -5,0 % | 4.302.208 $ | -164.171 $ | -3,7 % | 4.466.379 $ | |||||
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3.171.420 $ | -531.300 $ | -14,3 % | 3.702.720 $ | -761.630 $ | -17,1 % | 4.464.350 $ | |||||
| BLUEDOOR PRIVATE WEALTH, LLC | 3.698.631 $ | -549.888 $ | -12,9 % | 4.248.519 $ | -214.289 $ | -4,8 % | 4.462.808 $ | |||||
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 4.450.064 $ | +1.987.746 $ | +80,7 % | 2.462.318 $ | ||||||||
| J.W. COLE ADVISORS, INC. | 3.543.901 $ | -904.053 $ | -20,3 % | 4.447.954 $ | +458.223 $ | +11,5 % | 3.989.731 $ | +1.147.075 $ | +40,4 % | |||
| Alpha Zero LLC | 4.344.683 $ | -78.921 $ | -1,8 % | 4.423.604 $ | +42.372 $ | +1,0 % | 4.381.232 $ | +340.969 $ | +8,4 % | 4.040.263 $ | +694.961 $ | +20,8 % |
| Bellecapital International Ltd. | 4.111.897 $ | -292.488 $ | -6,6 % | 4.404.385 $ | +508.469 $ | +13,1 % | 3.895.916 $ | +371.665 $ | +10,5 % | 3.524.251 $ | ||
| Western Wealth Management, LLC | 4.397.315 $ | +2.686.673 $ | +157,1 % | 1.710.642 $ | -1.938.463 $ | -53,1 % | 3.649.105 $ | +791.408 $ | +27,7 % | 2.857.697 $ | +711.145 $ | +33,1 % |
| Farrell Financial LLC | 3.601.751 $ | -786.149 $ | -17,9 % | 4.387.900 $ | +304.156 $ | +7,4 % | 4.083.744 $ | +485.049 $ | +13,5 % | 3.598.695 $ | +530.209 $ | +17,3 % |
| WEDBUSH SECURITIES INC | 4.143.000 $ | +52.000 $ | +1,3 % | 4.091.000 $ | -289.000 $ | -6,6 % | 4.380.000 $ | +104.000 $ | +2,4 % | 4.276.000 $ | +1.059.000 $ | +32,9 % |
| UNIQUE WEALTH, LLC | 2.940.918 $ | -374.426 $ | -11,3 % | 3.315.344 $ | -1.060.125 $ | -24,2 % | 4.375.469 $ | +141.856 $ | +3,4 % | 4.233.613 $ | +1.017.147 $ | +31,6 % |
| M Holdings Securities, Inc. | 4.345.000 $ | +89.000 $ | +2,1 % | 4.256.000 $ | +2.484.000 $ | +140,2 % | 1.772.000 $ | |||||
| Bryn Mawr Trust Advisors, LLC | 3.696.139 $ | -647.063 $ | -14,9 % | 4.343.202 $ | +305.238 $ | +7,6 % | 4.037.964 $ | +246.429 $ | +6,5 % | 3.791.535 $ | +554.427 $ | +17,1 % |
| Empowered Funds, LLC | 2.917.609 $ | -1.386.856 $ | -32,2 % | 4.304.465 $ | +3.405.028 $ | +378,6 % | 899.437 $ | +466.347 $ | +107,7 % | |||
| AVALON CAPITAL MANAGEMENT | 1.937.511 $ | -2.090.519 $ | -51,9 % | 4.028.030 $ | -255.230 $ | -6,0 % | 4.283.260 $ | +693.079 $ | +19,3 % | 3.590.181 $ | +714.263 $ | +24,8 % |
| Sanchez Gaunt Capital Management, LLC | 4.255.826 $ | |||||||||||
| ALLSTATE CORP | 4.253.896 $ | +2.688.938 $ | +171,8 % | 1.564.958 $ | -756.769 $ | -32,6 % | 2.321.727 $ | +416.317 $ | +21,8 % | |||
| Northside Capital Management, LLC | 3.401.499 $ | -834.325 $ | -19,7 % | 4.235.824 $ | +335.849 $ | +8,6 % | 3.899.975 $ | +403.595 $ | +11,5 % | 3.496.380 $ | +539.144 $ | +18,2 % |
| Lynx Investment Advisory | 3.880.912 $ | -334.811 $ | -7,9 % | 4.215.723 $ | +25.971 $ | +0,6 % | 4.189.752 $ | +459.052 $ | +12,3 % | 3.730.700 $ | +533.690 $ | +16,7 % |
| Financial & Tax Architects, LLC | 4.204.548 $ | +14.303 $ | +0,3 % | 4.190.245 $ | +132.313 $ | +3,3 % | 4.057.932 $ | +352.556 $ | +9,5 % | 3.705.376 $ | +571.911 $ | +18,3 % |
| Eagle Strategies LLC | 3.859.467 $ | -48.445 $ | -1,2 % | 3.907.912 $ | -276.523 $ | -6,6 % | 4.184.435 $ | +555.541 $ | +15,3 % | 3.628.894 $ | +316.830 $ | +9,6 % |
| Bank of Jackson Hole Trust | 4.180.283 $ | +2.138 $ | +0,1 % | 4.178.145 $ | +371.328 $ | +9,8 % | 3.806.817 $ | +496.873 $ | +15,0 % | |||
| SYNOVUS FINANCIAL CORP | 4.165.937 $ | +648.459 $ | +18,4 % | |||||||||
| Savant Capital, LLC | 4.113.710 $ | -43.630 $ | -1,0 % | 4.157.340 $ | +805.202 $ | +24,0 % | 3.352.138 $ | +676.039 $ | +25,3 % | 2.676.099 $ | +690.946 $ | +34,8 % |
| GUIDANCE CAPITAL, INC | 2.888.178 $ | +763.323 $ | +35,9 % | 2.124.855 $ | -1.547.000 $ | -42,1 % | 3.671.855 $ | -483.248 $ | -11,6 % | 4.155.103 $ | +853.454 $ | +25,8 % |
| Towerpoint Wealth, LLC | 3.440.311 $ | -614.256 $ | -15,1 % | 4.054.567 $ | -92.165 $ | -2,2 % | 4.146.732 $ | +300.183 $ | +7,8 % | 3.846.549 $ | +535.545 $ | +16,2 % |
| BAILARD, INC. | 2.676.905 $ | -1.463.353 $ | -35,3 % | 4.140.258 $ | +347.671 $ | +9,2 % | 3.792.587 $ | +429.012 $ | +12,8 % | 3.363.575 $ | +1.200.182 $ | +55,5 % |
| Belvedere Trading LLC | 604.954 $ | -3.526.274 $ | -85,4 % | 4.131.228 $ | +859.780 $ | +26,3 % | 3.271.448 $ | -1.031.392 $ | -24,0 % | |||
| BOSTON RESEARCH & MANAGEMENT INC | 3.535.718 $ | -592.282 $ | -14,3 % | 4.128.000 $ | +317.000 $ | +8,3 % | 3.811.000 $ | +181.000 $ | +5,0 % | 3.630.000 $ | +521.000 $ | +16,8 % |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2.959.086 $ | -1.164.070 $ | -28,2 % | 4.123.156 $ | +326.916 $ | +8,6 % | 3.796.240 $ | +23.915 $ | +0,6 % | 3.772.325 $ | -43.920 $ | -1,2 % |
| DAHRING | CUSMANO LLC | 3.442.954 $ | -669.357 $ | -16,3 % | 4.112.311 $ | +83.222 $ | +2,1 % | 4.029.089 $ | -44.187 $ | -1,1 % | 4.073.276 $ | +538.358 $ | +15,2 % |
| EWA, LLC | 1.774.834 $ | -67.325 $ | -3,7 % | 1.842.159 $ | -2.265.539 $ | -55,2 % | 4.107.698 $ | +346.063 $ | +9,2 % | 3.761.635 $ | +1.444.268 $ | +62,3 % |
| Foguth Wealth Management, LLC. | 4.095.273 $ | +2.766.416 $ | +208,2 % | 1.328.857 $ | +81.723 $ | +6,6 % | 1.247.134 $ | -52.573 $ | -4,0 % | |||
| Parkside Financial Bank & Trust | 4.084.012 $ | +1.507.757 $ | +58,5 % | 2.576.255 $ | -461.093 $ | -15,2 % | 3.037.348 $ | +1.215.064 $ | +66,7 % | |||
| Bedminster, LLC | 3.224.588 $ | -270.606 $ | -7,7 % | 3.495.194 $ | -584.570 $ | -14,3 % | 4.079.764 $ | |||||
| Integrated Advisors Network LLC | 1.571.681 $ | +59.894 $ | +4,0 % | 1.511.787 $ | -2.532.752 $ | -62,6 % | 4.044.539 $ | +56.670 $ | +1,4 % | 3.987.869 $ | +810.252 $ | +25,5 % |
| Encompass More Asset Management | 3.999.738 $ | |||||||||||
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 200.828 $ | -3.783.912 $ | -95,0 % | 3.984.740 $ | +570.031 $ | +16,7 % | ||||||
| Cadent Capital Advisors, LLC | 1.628.298 $ | -237.873 $ | -12,7 % | 1.866.171 $ | -2.115.137 $ | -53,1 % | 3.981.308 $ | +224.629 $ | +6,0 % | 3.756.679 $ | +686.384 $ | +22,4 % |
| LM Advisors LLC | 3.810.000 $ | +3.758.587 $ | +7.310,6 % | 51.413 $ | -2.039 $ | -3,8 % | 53.452 $ | -3.908.548 $ | -98,7 % | 3.962.000 $ | +461.000 $ | +13,2 % |
| Apella Capital, LLC | 3.347.781 $ | -605.261 $ | -15,3 % | 3.953.042 $ | +1.274.676 $ | +47,6 % | 2.678.366 $ | +426.697 $ | +19,0 % | 2.251.669 $ | +968.101 $ | +75,4 % |
| PATTON ALBERTSON MILLER GROUP, LLC | 3.627.651 $ | -317.421 $ | -8,0 % | 3.945.072 $ | +1.253.962 $ | +46,6 % | 2.691.110 $ | |||||
| EVERMAY WEALTH MANAGEMENT LLC | 3.388.102 $ | -417.645 $ | -11,0 % | 3.805.747 $ | -136.621 $ | -3,5 % | 3.942.368 $ | +94.057 $ | +2,4 % | 3.848.311 $ | +517.408 $ | +15,5 % |
| New Capital Management LP | 3.563.512 $ | -341.006 $ | -8,7 % | 3.904.518 $ | +3.640.715 $ | +1.380,1 % | 263.803 $ | +27.300 $ | +11,5 % | 236.503 $ | +33.833 $ | +16,7 % |
| ARKANSAS FINANCIAL GROUP, INC. | 3.866.339 $ | -30.586 $ | -0,8 % | 3.896.925 $ | +582.916 $ | +17,6 % | 3.314.009 $ | +901.029 $ | +37,3 % | 2.412.980 $ | +997.221 $ | +70,4 % |
| TME FINANCIAL, INC. | 3.832.888 $ | +41.832 $ | +1,1 % | 3.791.056 $ | -104.292 $ | -2,7 % | 3.895.348 $ | +58.841 $ | +1,5 % | 3.836.507 $ | +587.863 $ | +18,1 % |
| Gateway Wealth Partners, LLC | 1.901.254 $ | -1.987.004 $ | -51,1 % | 3.888.258 $ | +1.981.336 $ | +103,9 % | 1.906.922 $ | +317.994 $ | +20,0 % | 1.588.928 $ | +688.573 $ | +76,5 % |
| COURIER CAPITAL LLC | 3.207.212 $ | -553.605 $ | -14,7 % | 3.760.817 $ | -106.365 $ | -2,8 % | 3.867.182 $ | +63.494 $ | +1,7 % | 3.803.688 $ | +503.722 $ | +15,3 % |
| Freestone Capital Holdings, LLC | 2.994.198 $ | -501.170 $ | -14,3 % | 3.495.368 $ | -357.691 $ | -9,3 % | 3.853.059 $ | +362.500 $ | +10,4 % | 3.490.559 $ | +1.689.602 $ | +93,8 % |
| Perennial Advisors, LLC | 3.273.586 $ | -579.271 $ | -15,0 % | 3.852.857 $ | ||||||||
| Scarborough Advisors, LLC | 3.399.695 $ | -200.091 $ | -5,6 % | 3.599.786 $ | -244.337 $ | -6,4 % | 3.844.123 $ | +385.321 $ | +11,1 % | 3.458.802 $ | +620.573 $ | +21,9 % |
| Cobblestone Asset Management LLC | 1.473.955 $ | +93.369 $ | +6,8 % | 1.380.586 $ | -2.463.301 $ | -64,1 % | 3.843.887 $ | +129.852 $ | +3,5 % | 3.714.035 $ | +1.832.135 $ | +97,4 % |
| TITLEIST ASSET MANAGEMENT, LLC | 3.404.142 $ | -435.755 $ | -11,3 % | 3.839.897 $ | +103.967 $ | +2,8 % | 3.735.930 $ | +2.655.514 $ | +245,8 % | 1.080.416 $ | +299.606 $ | +38,4 % |
| Elyxium Wealth, LLC | 3.376.345 $ | -452.961 $ | -11,8 % | 3.829.306 $ | +190.790 $ | +5,2 % | 3.638.516 $ | +257.631 $ | +7,6 % | 3.380.885 $ | +995.677 $ | +41,7 % |
| Nearwater Capital Markets, Ltd | 3.826.144 $ | +246.547 $ | +6,9 % | 3.579.597 $ | ||||||||
| Wedmont Private Capital | 2.548.022 $ | -133.428 $ | -5,0 % | 2.681.450 $ | -1.142.497 $ | -29,9 % | 3.823.947 $ | +179.594 $ | +4,9 % | 3.644.353 $ | +2.142.748 $ | +142,7 % |
| Red Mountain Financial, LLC | 2.977.510 $ | -842.639 $ | -22,1 % | 3.820.149 $ | +218.068 $ | +6,1 % | 3.602.081 $ | +335.581 $ | +10,3 % | 3.266.500 $ | +436.977 $ | +15,4 % |
| Forthright Family Wealth Advisory LLC | 3.407.498 $ | -408.060 $ | -10,7 % | 3.815.558 $ | +517.913 $ | +15,7 % | 3.297.645 $ | +1.645.542 $ | +99,6 % | |||
| Crown Wealth Group, LLC | 3.317.532 $ | -488.512 $ | -12,8 % | 3.806.044 $ | +1.275.082 $ | +50,4 % | 2.530.962 $ | |||||
| Uniting Wealth Partners, LLC | 3.220.653 $ | -536.285 $ | -14,3 % | 3.756.938 $ | +336.921 $ | +9,9 % | 3.420.017 $ | +370.736 $ | +12,2 % | 3.049.281 $ | +601.900 $ | +24,6 % |
| One Wealth Advisors, LLC | 2.634.814 $ | -539.702 $ | -17,0 % | 3.174.516 $ | -582.322 $ | -15,5 % | 3.756.838 $ | +528.442 $ | +16,4 % | 3.228.396 $ | +1.101.858 $ | +51,8 % |
| New England Private Wealth Advisors LLC | 3.244.924 $ | -507.645 $ | -13,5 % | 3.752.569 $ | +297.654 $ | +8,6 % | 3.454.915 $ | +358.227 $ | +11,6 % | 3.096.688 $ | +1.021.265 $ | +49,2 % |
| Independent Wealth Advisors LLC | 3.273.057 $ | -475.153 $ | -12,7 % | 3.748.210 $ | +115.936 $ | +3,2 % | 3.632.274 $ | |||||
| Compass Financial Group, Inc. | 3.215.216 $ | -517.390 $ | -13,9 % | 3.732.606 $ | +244.569 $ | +7,0 % | 3.488.037 $ | +252.901 $ | +7,8 % | 3.235.136 $ | +385.284 $ | +13,5 % |
| Generation Capital Management LLC | 1.076.017 $ | -2.617.094 $ | -70,9 % | 3.693.111 $ | -29.345 $ | -0,8 % | 3.722.456 $ | +615.177 $ | +19,8 % | 3.107.279 $ | +471.447 $ | +17,9 % |
| Ascentis Independent Advisors | 932.900 $ | -2.787.446 $ | -74,9 % | 3.720.346 $ | +1.857.819 $ | +99,7 % | 1.862.527 $ | +113.646 $ | +6,5 % | 1.748.881 $ | +590.981 $ | +51,0 % |
| Roundview Capital LLC | 3.140.310 $ | -532.965 $ | -14,5 % | 3.673.275 $ | +353.990 $ | +10,7 % | 3.319.285 $ | +588.445 $ | +21,5 % | 2.730.840 $ | +748.852 $ | +37,8 % |
| NVWM, LLC | 2.497.644 $ | -135.783 $ | -5,2 % | 2.633.427 $ | -1.034.078 $ | -28,2 % | 3.667.505 $ | +400.715 $ | +12,3 % | 3.266.790 $ | +611.127 $ | +23,0 % |
| HIGHLINE WEALTH PARTNERS LLC | 3.108.141 $ | -546.884 $ | -15,0 % | 3.655.025 $ | +204.651 $ | +5,9 % | 3.450.374 $ | +411.572 $ | +13,5 % | 3.038.802 $ | +467.574 $ | +18,2 % |
| Confluence Wealth Services, Inc. | 2.528.151 $ | -395.411 $ | -13,5 % | 2.923.562 $ | -723.894 $ | -19,8 % | 3.647.456 $ | +467.625 $ | +14,7 % | 3.179.831 $ | +453.389 $ | +16,6 % |
| Veridan Wealth LLC | 3.242.450 $ | -362.324 $ | -10,1 % | 3.604.774 $ | +304.321 $ | +9,2 % | 3.300.453 $ | +269.437 $ | +8,9 % | 3.031.016 $ | ||
| Walkner Condon Financial Advisors LLC | 3.098.979 $ | -504.866 $ | -14,0 % | 3.603.845 $ | +502.096 $ | +16,2 % | 3.101.749 $ | +279.365 $ | +9,9 % | 2.822.384 $ | +394.647 $ | +16,3 % |
| Running Point Capital Advisors, LLC | 3.601.401 $ | +593.473 $ | +19,7 % | 3.007.928 $ | +632.879 $ | +26,6 % | ||||||
| Focus Financial Network, Inc. | 3.195.130 $ | -397.566 $ | -11,1 % | 3.592.696 $ | +765.301 $ | +27,1 % | 2.827.395 $ | +563.011 $ | +24,9 % | 2.264.384 $ | +621.697 $ | +37,8 % |
| FIRST NATIONAL TRUST CO | 3.591.406 $ | +1.967.499 $ | +121,2 % | 1.623.907 $ | +423.647 $ | +35,3 % | 1.200.260 $ | +69.342 $ | +6,1 % | 1.130.918 $ | +170.762 $ | +17,8 % |
| Pilgrim Partners Asia Pte Ltd | 1.736.730 $ | -1.850.500 $ | -51,6 % | 3.587.230 $ | +1.404.569 $ | +64,4 % | 2.182.661 $ | +739.632 $ | +51,3 % | 1.443.029 $ | ||
| EASTERN BANK | 3.054.379 $ | -528.355 $ | -14,7 % | 3.582.734 $ | +680.744 $ | +23,5 % | 2.901.990 $ | +503.127 $ | +21,0 % | 2.398.863 $ | +212.896 $ | +9,7 % |
| M Wealth Management, LLC | 3.081.291 $ | -492.567 $ | -13,8 % | 3.573.858 $ | +283.919 $ | +8,6 % | 3.289.939 $ | +343.611 $ | +11,7 % | 2.946.328 $ | +421.669 $ | +16,7 % |
| SigFig Wealth Management, LLC | 1.429.318 $ | -30.597 $ | -2,1 % | 1.459.915 $ | -2.106.519 $ | -59,1 % | 3.566.434 $ | +261.518 $ | +7,9 % | 3.304.916 $ | +1.529.396 $ | +86,1 % |
| COWA, LLC | 2.195.756 $ | -472.318 $ | -17,7 % | 2.668.074 $ | -741.634 $ | -21,8 % | 3.409.708 $ | -146.489 $ | -4,1 % | 3.556.197 $ | +468.716 $ | +15,2 % |
| Strategic Investment Solutions, Inc. /IL | 2.890.298 $ | -654.439 $ | -18,5 % | 3.544.737 $ | +309.219 $ | +9,6 % | 3.235.518 $ | -295.718 $ | -8,4 % | 3.531.236 $ | +607.486 $ | +20,8 % |
| Stratos Wealth Advisors, LLC | 2.571.451 $ | -260.513 $ | -9,2 % | 2.831.964 $ | +6.436 $ | +0,2 % | 2.825.528 $ | -707.892 $ | -20,0 % | 3.533.420 $ | +441.299 $ | +14,3 % |
| Shared Vision Wealth Group LLC | 1.375.553 $ | -219.158 $ | -13,7 % | 1.594.711 $ | -1.938.259 $ | -54,9 % | 3.532.970 $ | +652.371 $ | +22,6 % | 2.880.599 $ | +1.283.604 $ | +80,4 % |
| Mosley Wealth Management | 3.527.148 $ | +841.789 $ | +31,3 % | 2.685.359 $ | -136.762 $ | -4,8 % | 2.822.121 $ | |||||
| Alaethes Wealth, LLC | 3.525.430 $ | +312.234 $ | +9,7 % | 3.213.196 $ | +381.715 $ | +13,5 % | 2.831.481 $ | +515.929 $ | +22,3 % | |||
| GOULD ASSET MANAGEMENT LLC /CA/ | 2.861.829 $ | -502.268 $ | -14,9 % | 3.364.097 $ | -149.590 $ | -4,3 % | 3.513.687 $ | +196.103 $ | +5,9 % | 3.317.584 $ | +341.204 $ | +11,5 % |
| Claro Advisors Inc. | 1.986.845 $ | -43.392 $ | -2,1 % | 2.030.237 $ | -1.473.710 $ | -42,1 % | 3.503.947 $ | +653.255 $ | +22,9 % | 2.850.692 $ | +1.309.277 $ | +84,9 % |
| Copperleaf Capital, LLC | 3.483.285 $ | +2.838.838 $ | +440,5 % | |||||||||
| NORTH DALLAS BANK & TRUST CO | 3.036.333 $ | -440.785 $ | -12,7 % | 3.477.118 $ | +205.561 $ | +6,3 % | 3.271.557 $ | +802.413 $ | +32,5 % | |||
| Twelve Points Wealth Management LLC | 3.468.476 $ | -7.849 $ | -0,2 % | 3.476.325 $ | +275.717 $ | +8,6 % | 3.200.608 $ | +574.630 $ | +21,9 % | 2.625.978 $ | +1.429.788 $ | +119,5 % |
| WealthShield Partners, LLC | 1.510.729 $ | -738.585 $ | -32,8 % | 2.249.314 $ | -1.217.051 $ | -35,1 % | 3.466.365 $ | +468.750 $ | +15,6 % | 2.997.615 $ | +1.556.600 $ | +108,0 % |
| Alhambra Investment Management LLC | 2.955.386 $ | -414.089 $ | -12,3 % | 3.369.475 $ | -35.038 $ | -1,0 % | 3.404.513 $ | -41.183 $ | -1,2 % | 3.445.696 $ | -768.312 $ | -18,2 % |
| Verity Asset Management, Inc. | 1.746.849 $ | -1.689.889 $ | -49,2 % | 3.436.738 $ | ||||||||
| 5T Wealth, LLC | 1.888.447 $ | -692.613 $ | -26,8 % | 2.581.060 $ | -843.573 $ | -24,6 % | 3.424.633 $ | +606.252 $ | +21,5 % | 2.818.381 $ | +1.077.471 $ | +61,9 % |
| HighPoint Advisor Group LLC | 3.056.850 $ | -366.889 $ | -10,7 % | 3.423.739 $ | +207.159 $ | +6,4 % | 3.216.580 $ | |||||
| New Republic Capital, LLC | 3.391.101 $ | +113.639 $ | +3,5 % | 3.277.462 $ | +889.457 $ | +37,2 % | 2.388.005 $ | +720.504 $ | +43,2 % | 1.667.501 $ | +539.501 $ | +47,8 % |
| Trust Point Inc. | 2.894.297 $ | -484.876 $ | -14,3 % | 3.379.173 $ | +259.891 $ | +8,3 % | 3.119.282 $ | +295.151 $ | +10,5 % | 2.824.131 $ | +415.851 $ | +17,3 % |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 2.905.021 $ | -451.230 $ | -13,4 % | 3.356.251 $ | +350.120 $ | +11,6 % | 3.006.131 $ | |||||
| NewSquare Capital LLC | 2.915.894 $ | -436.919 $ | -13,0 % | 3.352.813 $ | +193.027 $ | +6,1 % | 3.159.786 $ | -168.787 $ | -5,1 % | 3.328.573 $ | +471.861 $ | +16,5 % |
| Novak & Powell Financial Services, Inc. | 2.829.284 $ | -522.824 $ | -15,6 % | 3.352.108 $ | +265.700 $ | +8,6 % | 3.086.408 $ | +292.768 $ | +10,5 % | 2.793.640 $ | +387.417 $ | +16,1 % |
| Wealthcare Advisory Partners LLC | 2.802.327 $ | -549.693 $ | -16,4 % | 3.352.020 $ | +761.236 $ | +29,4 % | 2.590.784 $ | +362.203 $ | +16,3 % | 2.228.581 $ | +368.008 $ | +19,8 % |
| Headlands Technologies LLC | 955.879 $ | +138.816 $ | +17,0 % | 817.063 $ | -2.530.576 $ | -75,6 % | 3.347.639 $ | +1.626.920 $ | +94,5 % | 1.720.719 $ | ||
| Roger Wittlin Investment Advisory, LLC | 3.332.332 $ | +811.485 $ | +32,2 % | 2.520.847 $ | -419.130 $ | -14,3 % | 2.939.977 $ | +441.492 $ | +17,7 % | 2.498.485 $ | +1.929.138 $ | +338,8 % |
| WHITENER CAPITAL MANAGEMENT, INC. | 2.800.137 $ | -516.795 $ | -15,6 % | 3.316.932 $ | +262.261 $ | +8,6 % | 3.054.671 $ | +321.357 $ | +11,8 % | 2.733.314 $ | +388.141 $ | +16,6 % |
| Kurv Investment Management LLC | 1.647.082 $ | -1.664.976 $ | -50,3 % | 3.312.058 $ | ||||||||
| AAFMAA Wealth Management & Trust LLC | 305.210 $ | -2.991.348 $ | -90,7 % | 3.296.558 $ | ||||||||
| Almanack Investment Partners, LLC. | 3.003.615 $ | -263.758 $ | -8,1 % | 3.267.373 $ | ||||||||
| Csenge Advisory Group | 2.069.276 $ | -227.997 $ | -9,9 % | 2.297.273 $ | -969.820 $ | -29,7 % | 3.267.093 $ | +578.969 $ | +21,5 % | 2.688.124 $ | +981.273 $ | +57,5 % |
| Betterment LLC | 3.250.000 $ | +89.000 $ | +2,8 % | 3.161.000 $ | +1.117.000 $ | +54,6 % | 2.044.000 $ | +710.000 $ | +53,2 % | 1.334.000 $ | +727.000 $ | +119,8 % |
| Arlington Trust Co LLC | 2.537.136 $ | -703.273 $ | -21,7 % | 3.240.409 $ | +256.924 $ | +8,6 % | 2.983.485 $ | +325.415 $ | +12,2 % | 2.658.070 $ | +380.246 $ | +16,7 % |
| ENDEAVOR PRIVATE WEALTH, INC. | 1.871.893 $ | -210.005 $ | -10,1 % | 2.081.898 $ | -1.151.833 $ | -35,6 % | 3.233.731 $ | +1.076.464 $ | +49,9 % | 2.157.267 $ | +926.343 $ | +75,3 % |
| Ipsen Advisor Group LLC | 1.872.255 $ | -392.680 $ | -17,3 % | 2.264.935 $ | -964.357 $ | -29,9 % | 3.229.292 $ | +183.105 $ | +6,0 % | 3.046.187 $ | +457.876 $ | +17,7 % |
| ASL Financial, LLC | 2.734.519 $ | -494.165 $ | -15,3 % | 3.228.684 $ | +539.441 $ | +20,1 % | 2.689.243 $ | |||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.069.972 $ | -1.016.235 $ | -32,9 % | 3.086.207 $ | -121.440 $ | -3,8 % | 3.207.647 $ | +786.344 $ | +32,5 % | 2.421.303 $ | +1.831.066 $ | +310,2 % |
| Squarepoint Ops LLC | 3.206.296 $ | +336.029 $ | +11,7 % | 2.870.267 $ | +265.739 $ | +10,2 % | ||||||
| AVIVA PLC | 3.192.938 $ | |||||||||||
| JOHNSON INVESTMENT COUNSEL INC | 3.191.959 $ | +365.461 $ | +12,9 % | 2.826.498 $ | ||||||||
| MONECO ADVISORS, LLC | 2.695.203 $ | -496.217 $ | -15,5 % | 3.191.420 $ | +292.651 $ | +10,1 % | 2.898.769 $ | +231.580 $ | +8,7 % | 2.667.189 $ | +306.740 $ | +13,0 % |
| Sterling Capital Management LLC | 2.733.160 $ | -457.879 $ | -14,3 % | 3.191.039 $ | +253.010 $ | +8,6 % | 2.938.029 $ | +282.433 $ | +10,6 % | 2.655.596 $ | +379.892 $ | +16,7 % |
| Composition Wealth, LLC | 2.831.994 $ | -354.092 $ | -11,1 % | 3.186.086 $ | +790.593 $ | +33,0 % | 2.395.493 $ | +541.604 $ | +29,2 % | 1.853.889 $ | +364.732 $ | +24,5 % |
| Inlet Private Wealth, LLC | 2.588.785 $ | -429.990 $ | -14,2 % | 3.018.775 $ | -141.092 $ | -4,5 % | 3.159.867 $ | +319.727 $ | +11,3 % | 2.840.140 $ | +416.082 $ | +17,2 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2.513.049 $ | -421.004 $ | -14,3 % | 2.934.053 $ | -225.165 $ | -7,1 % | 3.159.218 $ | +447.080 $ | +16,5 % | 2.712.138 $ | +512.763 $ | +23,3 % |
| Sachetta, LLC | 2.125.977 $ | -372.293 $ | -14,9 % | 2.498.270 $ | +195.647 $ | +8,5 % | 2.302.623 $ | -854.060 $ | -27,1 % | 3.156.683 $ | +2.185.238 $ | +224,9 % |
| WORMSER FRERES GESTION | 2.758.967 $ | -345.542 $ | -11,1 % | 3.104.509 $ | +556.116 $ | +21,8 % | 2.548.393 $ | +44.326 $ | +1,8 % | 2.504.067 $ | +262.103 $ | +11,7 % |
| Catalyst Investment Management LLC | 446.642 $ | -2.130.516 $ | -82,7 % | 2.577.158 $ | -526.945 $ | -17,0 % | 3.104.103 $ | |||||
| Valued Retirements, Inc. | 1.789.663 $ | -1.313.657 $ | -42,3 % | 3.103.320 $ | +246.055 $ | +8,6 % | 2.857.265 $ | +624.715 $ | +28,0 % | 2.232.550 $ | +0 $ | +0,0 % |
| Sharp Wealth Advisory, LLC | 2.844.537 $ | -257.813 $ | -8,3 % | 3.102.350 $ | +281.692 $ | +10,0 % | 2.820.658 $ | +399.091 $ | +16,5 % | 2.421.567 $ | +525.137 $ | +27,7 % |
| Perkins Coie Trust Co | 756.156 $ | -2.338.790 $ | -75,6 % | 3.094.946 $ | +245.069 $ | +8,6 % | 2.849.877 $ | +294.924 $ | +11,5 % | 2.554.953 $ | +365.494 $ | +16,7 % |
| Weil Company, Inc. | 2.607.209 $ | -487.383 $ | -15,7 % | 3.094.592 $ | +111.107 $ | +3,7 % | 2.983.485 $ | +242.166 $ | +8,8 % | 2.741.319 $ | +288.014 $ | +11,7 % |
| PFG Advisors | 2.390.194 $ | -662.875 $ | -21,7 % | 3.053.069 $ | +276.568 $ | +10,0 % | 2.776.501 $ | +398.523 $ | +16,8 % | 2.377.978 $ | -146.634.056 $ | -98,4 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.665.428 $ | -370.009 $ | -12,2 % | 3.035.437 $ | +371.924 $ | +14,0 % | 2.663.513 $ | +438.279 $ | +19,7 % | 2.225.234 $ | +530.725 $ | +31,3 % |
| Waldron Private Wealth LLC | 2.593.089 $ | -434.413 $ | -14,3 % | 3.027.502 $ | +179.166 $ | +6,3 % | 2.848.336 $ | +364.623 $ | +14,7 % | 2.483.713 $ | ||
| Grant Street Asset Management, Inc. | 258.320 $ | -2.760.808 $ | -91,4 % | 3.019.128 $ | +2.741.445 $ | +987,3 % | 277.683 $ | -2.214.399 $ | -88,9 % | 2.492.082 $ | +312.849 $ | +14,4 % |
| Guardian Capital, LLC | 2.995.254 $ | |||||||||||
| Sagace Wealth Management LLC | 2.751.660 $ | -242.342 $ | -8,1 % | 2.994.002 $ | +122.776 $ | +4,3 % | 2.871.226 $ | +185.067 $ | +6,9 % | 2.686.159 $ | +502.062 $ | +23,0 % |
| True Vision MN LLC | 1.238.119 $ | -1.752.752 $ | -58,6 % | 2.990.871 $ | +117.984 $ | +4,1 % | 2.872.887 $ | +1.285.576 $ | +81,0 % | |||
| Main Street Financial Solutions, LLC | 2.744.154 $ | -239.588 $ | -8,0 % | 2.983.742 $ | +98.794 $ | +3,4 % | 2.884.948 $ | +242.524 $ | +9,2 % | 2.642.424 $ | +346.516 $ | +15,1 % |
| Centurion Wealth Management LLC | 2.110.127 $ | -760.275 $ | -26,5 % | 2.870.402 $ | -106.833 $ | -3,6 % | 2.977.235 $ | +316.108 $ | +11,9 % | 2.661.127 $ | +992.685 $ | +59,5 % |
| OFC FINANCIAL PLANNING, LLC | 2.395.706 $ | -577.754 $ | -19,4 % | 2.973.460 $ | +202.966 $ | +7,3 % | 2.770.494 $ | +263.786 $ | +10,5 % | 2.506.708 $ | +301.284 $ | +13,7 % |
| Tyche Wealth Partners LLC | 246.760 $ | -2.706.610 $ | -91,6 % | 2.953.370 $ | +643.359 $ | +27,9 % | 2.310.011 $ | +1.692.522 $ | +274,1 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.315.151 $ | +16.647 $ | +1,3 % | 1.298.504 $ | -1.638.222 $ | -55,8 % | 2.936.726 $ | +926.018 $ | +46,1 % | 2.010.708 $ | +899.580 $ | +81,0 % |
| Citizens National Bank Trust Department | 2.550.124 $ | -381.372 $ | -13,0 % | 2.931.496 $ | +198.096 $ | +7,2 % | 2.733.400 $ | +555.612 $ | +25,5 % | 2.177.788 $ | +414.559 $ | +23,5 % |
| ATX Financial Planning, LLC | 2.809.199 $ | -119.741 $ | -4,1 % | 2.928.940 $ | +201.790 $ | +7,4 % | 2.727.150 $ | |||||
| Arete Wealth Advisors, LLC | 871.083 $ | -2.051.797 $ | -70,2 % | 2.922.880 $ | +1.742.101 $ | +147,5 % | 1.180.779 $ | -31.221 $ | -2,6 % | 1.212.000 $ | -150.000 $ | -11,0 % |
| Five Pine Wealth Management | 2.528.039 $ | -383.017 $ | -13,2 % | 2.911.056 $ | +113.919 $ | +4,1 % | 2.797.137 $ | +266.848 $ | +10,5 % | 2.530.289 $ | +403.334 $ | +19,0 % |
| Simmons Bank | 2.904.642 $ | +427.785 $ | +17,3 % | 2.476.857 $ | +798.587 $ | +47,6 % | 1.678.270 $ | +171.639 $ | +11,4 % | 1.506.631 $ | +227.877 $ | +17,8 % |
| MISSION WEALTH MANAGEMENT, LP | 2.895.767 $ | +1.486.882 $ | +105,5 % | 1.408.885 $ | +93.606 $ | +7,1 % | 1.315.279 $ | +177.811 $ | +15,6 % | 1.137.468 $ | +119.939 $ | +11,8 % |
| OAK FAMILY ADVISORS, LLC | 2.509.801 $ | -380.436 $ | -13,2 % | 2.890.237 $ | +242.147 $ | +9,1 % | 2.648.090 $ | -12.818 $ | -0,5 % | 2.660.908 $ | +617.807 $ | +30,2 % |
| Sage Mountain Advisors LLC | 2.514.698 $ | -372.793 $ | -12,9 % | 2.887.491 $ | +228.942 $ | +8,6 % | 2.658.549 $ | +255.913 $ | +10,7 % | 2.402.636 $ | +364.534 $ | +17,9 % |
| Strategic Financial Concepts, LLC | 421.270 $ | -2.461.383 $ | -85,4 % | 2.882.653 $ | +483.024 $ | +20,1 % | 2.399.629 $ | |||||
| BROWN BROTHERS HARRIMAN & CO | 2.600.942 $ | -137.748 $ | -5,0 % | 2.738.690 $ | -140.572 $ | -4,9 % | 2.879.262 $ | +931.573 $ | +47,8 % | 1.947.689 $ | +409.517 $ | +26,6 % |
| Davis Wealth Advisors, LLC | 1.677.873 $ | -689.089 $ | -29,1 % | 2.366.962 $ | -504.183 $ | -17,6 % | 2.871.145 $ | |||||
| Verus Financial Partners, Inc. | 2.277.457 $ | -441.859 $ | -16,2 % | 2.719.316 $ | -151.408 $ | -5,3 % | 2.870.724 $ | +667.831 $ | +30,3 % | 2.202.893 $ | ||
| Bridgewealth Advisory Group, LLC | 1.945.062 $ | -430.850 $ | -18,1 % | 2.375.912 $ | -489.145 $ | -17,1 % | 2.865.057 $ | +589.102 $ | +25,9 % | 2.275.955 $ | +284.738 $ | +14,3 % |
| CARDIFF PARK ADVISORS, LLC | 2.406.881 $ | -446.858 $ | -15,7 % | 2.853.739 $ | +307.436 $ | +12,1 % | 2.546.303 $ | +369.170 $ | +17,0 % | 2.177.133 $ | +565.189 $ | +35,1 % |
| Mayflower Financial Advisors, LLC | 2.834.236 $ | +182.086 $ | +6,9 % | 2.652.150 $ | +16.115 $ | +0,6 % | 2.636.035 $ | +350.656 $ | +15,3 % | 2.285.379 $ | +538.428 $ | +30,8 % |
| FLYWHEEL PRIVATE WEALTH LLC | 2.417.327 $ | -412.638 $ | -14,6 % | 2.829.965 $ | +210.663 $ | +8,0 % | 2.619.302 $ | +266.114 $ | +11,3 % | 2.353.188 $ | +332.392 $ | +16,4 % |
| ACCREDITED INVESTOR SERVICES, LLC | 2.423.116 $ | -405.938 $ | -14,3 % | 2.829.054 $ | +337.541 $ | +13,5 % | 2.491.513 $ | +257.838 $ | +11,5 % | 2.233.675 $ | +319.535 $ | +16,7 % |
| Turning Point Benefit Group, Inc. | 2.690.159 $ | +402.010 $ | +17,6 % | 2.288.149 $ | -540.593 $ | -19,1 % | 2.828.742 $ | +162.509 $ | +6,1 % | 2.666.233 $ | +339.415 $ | +14,6 % |
| Northstar Financial Companies, Inc. | 2.684.909 $ | -135.682 $ | -4,8 % | 2.820.591 $ | +248.070 $ | +9,6 % | 2.572.521 $ | +1.202.407 $ | +87,8 % | 1.370.114 $ | ||
| Boyce & Associates Wealth Consulting, Inc. | 2.510.556 $ | -303.952 $ | -10,8 % | 2.814.508 $ | +589.882 $ | +26,5 % | 2.224.626 $ | +212.099 $ | +10,5 % | 2.012.527 $ | +429.893 $ | +27,2 % |
| Relyea Zuckerberg Hanson LLC | 2.515.691 $ | -289.560 $ | -10,3 % | 2.805.251 $ | +247.990 $ | +9,7 % | 2.557.261 $ | +264.642 $ | +11,5 % | 2.292.619 $ | +327.967 $ | +16,7 % |
| Bank OZK | 2.399.481 $ | -401.978 $ | -14,3 % | 2.801.459 $ | +115.464 $ | +4,3 % | 2.685.995 $ | +241.215 $ | +9,9 % | 2.444.780 $ | +345.369 $ | +16,5 % |
| Guardian Partners Inc. | 1.142.089 $ | -180.311 $ | -13,6 % | 1.322.400 $ | -1.465.200 $ | -52,6 % | 2.787.600 $ | |||||
| REGATTA CAPITAL GROUP, LLC | 2.477.206 $ | -307.916 $ | -11,1 % | 2.785.122 $ | +589.964 $ | +26,9 % | 2.195.158 $ | +218.657 $ | +11,1 % | 1.976.501 $ | +291.788 $ | +17,3 % |
| Glenmede Investment Management, LP | 2.780.104 $ | +562.957 $ | +25,4 % | |||||||||
| LOM Asset Management Ltd | 2.777.040 $ | +220.185 $ | +8,6 % | 2.556.855 $ | +264.855 $ | +11,6 % | 2.292.000 $ | +328.000 $ | +16,7 % | |||
| Columbus Macro, LLC | 2.775.279 $ | +546.849 $ | +24,5 % | 2.228.430 $ | +64.309 $ | +3,0 % | 2.164.121 $ | +101.247 $ | +4,9 % | 2.062.874 $ | +232.445 $ | +12,7 % |
| FIRST TRUST ADVISORS LP | 1.981.660 $ | -782.016 $ | -28,3 % | 2.763.676 $ | +605.318 $ | +28,0 % | 2.158.358 $ | +424.252 $ | +24,5 % | |||
| CATHY PARETO & ASSOCIATES, INC | 2.266.971 $ | -492.762 $ | -17,9 % | 2.759.733 $ | +185.264 $ | +7,2 % | 2.574.469 $ | +374.850 $ | +17,0 % | 2.199.619 $ | +302.671 $ | +16,0 % |
| FLORIDA FINANCIAL ADVISORS, LLC | 2.222.774 $ | -530.449 $ | -19,3 % | 2.753.223 $ | +1.457.040 $ | +112,4 % | 1.296.183 $ | +435.618 $ | +50,6 % | 860.565 $ | -113.555 $ | -11,7 % |
| Banco BTG Pactual S.A. | 2.374.034 $ | -378.321 $ | -13,7 % | 2.752.355 $ | ||||||||
| OPPENHEIMER & CO INC | 2.278.212 $ | -457.128 $ | -16,7 % | 2.735.340 $ | +35.382 $ | +1,3 % | 2.699.958 $ | +383.980 $ | +16,6 % | 2.315.978 $ | +495.253 $ | +27,2 % |
| WESPAC Advisors, LLC | 1.216.240 $ | -884.260 $ | -42,1 % | 2.100.500 $ | -631.358 $ | -23,1 % | 2.731.858 $ | +776.237 $ | +39,7 % | 1.955.621 $ | +353.842 $ | +22,1 % |
| ASHTON THOMAS SECURITIES, LLC | 1.320.443 $ | -1.085.355 $ | -45,1 % | 2.405.798 $ | -322.163 $ | -11,8 % | 2.727.961 $ | +236.316 $ | +9,5 % | 2.491.645 $ | +912.503 $ | +57,8 % |
| Sankala Group LLC | 2.727.479 $ | +629.184 $ | +30,0 % | 2.098.295 $ | -289.031 $ | -12,1 % | 2.387.326 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 2.716.746 $ | +60.789 $ | +2,3 % | 2.655.957 $ | +47.173 $ | +1,8 % | 2.608.784 $ | +323.187 $ | +14,1 % | 2.285.597 $ | +269.867 $ | +13,4 % |
| GLENMEDE TRUST CO NA | 1.817.373 $ | -392.621 $ | -17,8 % | 2.209.994 $ | -504.573 $ | -18,6 % | 2.714.567 $ | |||||
| Green Ridge Wealth Planning LLC | 870.630 $ | -1.838.791 $ | -67,9 % | 2.709.421 $ | +1.253.962 $ | +86,2 % | 1.455.459 $ | |||||
| Owl Creek Wealth Partners LLC | 2.668.627 $ | -38.152 $ | -1,4 % | 2.706.779 $ | ||||||||
| TENET WEALTH PARTNERS, LLC | 2.706.649 $ | |||||||||||
| SATOVSKY ASSET MANAGEMENT LLC | 2.302.753 $ | -391.328 $ | -14,5 % | 2.694.081 $ | +206.383 $ | +8,3 % | 2.487.698 $ | +213.417 $ | +9,4 % | 2.274.281 $ | +288.988 $ | +14,6 % |
| HORAN Wealth, LLC | 2.300.866 $ | -385.458 $ | -14,3 % | 2.686.324 $ | +1.413.172 $ | +111,0 % | 1.273.152 $ | +131.754 $ | +11,5 % | 1.141.398 $ | +181.989 $ | +19,0 % |
| Skyline Advisors, Inc. | 2.686.193 $ | +1.062.815 $ | +65,5 % | 1.623.378 $ | ||||||||
| Holistic Financial Partners | 2.289.615 $ | -383.573 $ | -14,3 % | 2.673.188 $ | +211.951 $ | +8,6 % | 2.461.237 $ | +60.773 $ | +2,5 % | 2.400.464 $ | +343.394 $ | +16,7 % |
| PFG Investments, LLC | 1.680.853 $ | -354.470 $ | -17,4 % | 2.035.323 $ | -617.740 $ | -23,3 % | 2.653.063 $ | +732.425 $ | +38,1 % | 1.920.638 $ | +383.963 $ | +25,0 % |
| Americana Partners, LLC | 2.398.047 $ | -251.954 $ | -9,5 % | 2.650.001 $ | +408.978 $ | +18,2 % | 2.241.023 $ | +260.296 $ | +13,1 % | 1.980.727 $ | +349.015 $ | +21,4 % |
| 4J Wealth Management LLC | 1.975.115 $ | -60.323 $ | -3,0 % | 2.035.438 $ | -585.622 $ | -22,3 % | 2.621.060 $ | +278.012 $ | +11,9 % | 2.343.048 $ | +477.798 $ | +25,6 % |
| Archer Investment Management, LLC | 2.612.153 $ | +588.803 $ | +29,1 % | 2.023.350 $ | +996.955 $ | +97,1 % | 1.026.395 $ | |||||
| KINGSWOOD WEALTH ADVISORS, LLC | 1.975.191 $ | -636.108 $ | -24,4 % | 2.611.299 $ | +660.946 $ | +33,9 % | 1.950.353 $ | +179.786 $ | +10,2 % | 1.770.567 $ | +386.175 $ | +27,9 % |
| Naviter Wealth, LLC | 2.581.385 $ | +157.778 $ | +6,5 % | 2.423.607 $ | +118.866 $ | +5,2 % | 2.304.741 $ | +33.589 $ | +1,5 % | 2.271.152 $ | +326.767 $ | +16,8 % |
| RFG - Bristol Wealth Advisors, LLC | 1.828.928 $ | -676.227 $ | -27,0 % | 2.505.155 $ | -73.941 $ | -2,9 % | 2.579.096 $ | +147.341 $ | +6,1 % | 2.431.755 $ | -1.616.594 $ | -39,9 % |
| Grand Central Investment Group | 2.184.429 $ | -389.931 $ | -15,1 % | 2.574.360 $ | +204.115 $ | +8,6 % | 2.370.245 $ | |||||
| Clear Retirement Advice LLC | 2.109.825 $ | -355.217 $ | -14,4 % | 2.465.042 $ | -101.212 $ | -3,9 % | 2.566.254 $ | |||||
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 1.211.407 $ | +244.265 $ | +25,3 % | 967.142 $ | -1.594.096 $ | -62,2 % | 2.561.238 $ | +184.351 $ | +7,8 % | 2.376.887 $ | +1.096.636 $ | +85,7 % |
| Spectrum Planning & Advisory Services Inc. | 1.100.407 $ | -4.855 $ | -0,4 % | 1.105.262 $ | -1.446.642 $ | -56,7 % | 2.551.904 $ | +93.370 $ | +3,8 % | 2.458.534 $ | +1.026.686 $ | +71,7 % |
| Moors & Cabot, Inc. | 1.662.881 $ | -552.051 $ | -24,9 % | 2.214.932 $ | -336.403 $ | -13,2 % | 2.551.335 $ | +477.317 $ | +23,0 % | 2.074.018 $ | +332.864 $ | +19,1 % |
| OLD NATIONAL BANCORP /IN/ | 2.544.158 $ | +484.829 $ | +23,5 % | 2.059.329 $ | +202.972 $ | +10,9 % | 1.856.357 $ | +413.620 $ | +28,7 % | 1.442.737 $ | +206.388 $ | +16,7 % |
| KANAWHA CAPITAL MANAGEMENT LLC | 2.532.907 $ | -2.839 $ | -0,1 % | 2.535.746 $ | +528.250 $ | +26,3 % | 2.007.496 $ | +531.211 $ | +36,0 % | 1.476.285 $ | +211.687 $ | +16,7 % |
| Azimuth Capital Investment Management LLC | 2.127.268 $ | -398.428 $ | -15,8 % | 2.525.696 $ | +291.573 $ | +13,1 % | 2.234.123 $ | +267.587 $ | +13,6 % | 1.966.536 $ | +593.119 $ | +43,2 % |
| WEALTHGARDEN F.S. LLC | 1.960.212 $ | -115.515 $ | -5,6 % | 2.075.727 $ | -448.732 $ | -17,8 % | 2.524.459 $ | +531.506 $ | +26,7 % | 1.992.953 $ | +661.908 $ | +49,7 % |
| May Hill Capital, LLC | 1.117.602 $ | -125.518 $ | -10,1 % | 1.243.120 $ | -1.269.556 $ | -50,5 % | 2.512.676 $ | +561.878 $ | +28,8 % | 1.950.798 $ | +1.060.876 $ | +119,2 % |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2.508.857 $ | |||||||||||
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 2.506.932 $ | |||||||||||
| Bayshore Capital Advisors, LLC | 2.501.099 $ | |||||||||||
| Sound View Wealth Advisors Group, LLC | 2.141.313 $ | -358.728 $ | -14,3 % | 2.500.041 $ | +198.222 $ | +8,6 % | 2.301.819 $ | +238.207 $ | +11,5 % | 2.063.612 $ | +282.486 $ | +15,9 % |
| TPG Advisors LLC | 2.035.408 $ | -220.825 $ | -9,8 % | 2.256.233 $ | -217.380 $ | -8,8 % | 2.473.613 $ | +263.408 $ | +11,9 % | 2.210.205 $ | +380.092 $ | +20,8 % |
| Nest Investments, LLC | 1.165.011 $ | -1.197.327 $ | -50,7 % | 2.362.338 $ | -108.773 $ | -4,4 % | 2.471.111 $ | |||||
| DAVENPORT & Co LLC | 1.321.803 $ | -1.147.030 $ | -46,5 % | 2.468.833 $ | +192.014 $ | +8,4 % | 2.276.819 $ | +196.761 $ | +9,5 % | 2.080.058 $ | +428.079 $ | +25,9 % |
| COURAGE CAPITAL MANAGEMENT LLC | 2.114.000 $ | -354.000 $ | -14,3 % | 2.468.000 $ | +195.000 $ | +8,6 % | 2.273.000 $ | +235.000 $ | +11,5 % | 2.038.000 $ | +292.000 $ | +16,7 % |
| Certus Wealth Management, LLC | 2.464.502 $ | +1.149.267 $ | +87,4 % | |||||||||
| CAPITAL & PLANNING, LLC | 2.461.338 $ | +1.443.424 $ | +141,8 % | 1.017.914 $ | +465.403 $ | +84,2 % | ||||||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 2.456.305 $ | +163.393 $ | +7,1 % | 2.292.912 $ | +447.650 $ | +24,3 % | 1.845.262 $ | +316.283 $ | +20,7 % | 1.528.979 $ | +630.540 $ | +70,2 % |
| Cornerstone Planning Group LLC | 1.088.282 $ | +72.941 $ | +7,2 % | 1.015.341 $ | -1.433.593 $ | -58,5 % | 2.448.934 $ | +716.071 $ | +41,3 % | 1.732.863 $ | +1.670.893 $ | +2.696,3 % |
| Virtus Family Office LLC | 1.961.049 $ | -427.382 $ | -17,9 % | 2.388.431 $ | -51.913 $ | -2,1 % | 2.440.344 $ | +313.914 $ | +14,8 % | 2.126.430 $ | +1.156.875 $ | +119,3 % |
| Polaris Investment Advisors, LLC | 1.052.836 $ | -580.592 $ | -35,5 % | 1.633.428 $ | -802.808 $ | -33,0 % | 2.436.236 $ | |||||
| Strengthening Families & Communities, LLC | 1.095.122 $ | -179.407 $ | -14,1 % | 1.274.529 $ | -1.150.683 $ | -47,4 % | 2.425.212 $ | -1.252.241 $ | -34,1 % | |||
| Dynamic Advisor Solutions LLC | 2.053.041 $ | -361.926 $ | -15,0 % | 2.414.967 $ | +1.013.648 $ | +72,3 % | 1.401.319 $ | +166.558 $ | +13,5 % | 1.234.761 $ | +273.793 $ | +28,5 % |
| Braun-Bostich & Associates Inc. | 1.415.510 $ | -154.884 $ | -9,9 % | 1.570.394 $ | -840.842 $ | -34,9 % | 2.411.236 $ | +68.260 $ | +2,9 % | 2.342.976 $ | +338.975 $ | +16,9 % |
| SILVERLAKE WEALTH MANAGEMENT LLC | 1.594.394 $ | -798.445 $ | -33,4 % | 2.392.839 $ | +1.490 $ | +0,1 % | 2.391.349 $ | +305.688 $ | +14,7 % | 2.085.661 $ | -6.829 $ | -0,3 % |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 1.270.398 $ | -25.527 $ | -2,0 % | 1.295.925 $ | -4.952 $ | -0,4 % | 1.300.877 $ | -1.089.242 $ | -45,6 % | 2.390.119 $ | ||
| Clearstead Trust, LLC | 2.050.097 $ | -337.805 $ | -14,1 % | 2.387.902 $ | +77.885 $ | +3,4 % | 2.310.017 $ | +134.630 $ | +6,2 % | 2.175.387 $ | +301.593 $ | +16,1 % |
| Aureum Wealth Management, LLC | 2.234.265 $ | -151.874 $ | -6,4 % | 2.386.139 $ | +496.988 $ | +26,3 % | 1.889.151 $ | |||||
| Kilter Group LLC | 24.390 $ | -1.897.851 $ | -98,7 % | 1.922.241 $ | -459.368 $ | -19,3 % | 2.381.609 $ | +188.321 $ | +8,6 % | 2.193.288 $ | +1.012.626 $ | +85,8 % |
| SCS Capital Management LLC | 2.030.388 $ | -348.345 $ | -14,6 % | 2.378.733 $ | +174.237 $ | +7,9 % | 2.204.496 $ | +1.581.730 $ | +254,0 % | 622.766 $ | +91.833 $ | +17,3 % |
| STOCK YARDS BANK & TRUST CO | 2.080.907 $ | -296.766 $ | -12,5 % | 2.377.673 $ | +193.549 $ | +8,9 % | 2.184.124 $ | +306.295 $ | +16,3 % | 1.877.829 $ | +285.779 $ | +18,0 % |
| Cedar Point Capital Partners, LLC | 2.150.418 $ | -226.893 $ | -9,5 % | 2.377.311 $ | +326.645 $ | +15,9 % | 2.050.666 $ | +562.641 $ | +37,8 % | 1.488.025 $ | +286.397 $ | +23,8 % |
| UPTICK PARTNERS, LLC | 1.083.396 $ | -1.287.113 $ | -54,3 % | 2.370.509 $ | +890.729 $ | +60,2 % | 1.479.780 $ | |||||
| Venturi Wealth Management, LLC | 2.235.680 $ | -117.021 $ | -5,0 % | 2.352.701 $ | +226.638 $ | +10,7 % | 2.126.063 $ | +215.653 $ | +11,3 % | 1.910.410 $ | +368.763 $ | +23,9 % |
| Riggs Asset Managment Co. Inc. | 748.682 $ | -1.474.801 $ | -66,3 % | 2.223.483 $ | -128.905 $ | -5,5 % | 2.352.388 $ | +273.640 $ | +13,2 % | 2.078.748 $ | +907.876 $ | +77,5 % |
| MassMutual Private Wealth & Trust, FSB | 1.531.041 $ | -256.491 $ | -14,3 % | 1.787.532 $ | -544.482 $ | -23,3 % | 2.332.014 $ | +230.271 $ | +11,0 % | 2.101.743 $ | +276.528 $ | +15,2 % |
| Capital Advisors Wealth Management, LLC | 1.723.591 $ | -259.745 $ | -13,1 % | 1.983.336 $ | -342.347 $ | -14,7 % | 2.325.683 $ | +430.461 $ | +22,7 % | 1.895.222 $ | +168.037 $ | +9,7 % |
| Marks Group Wealth Management, Inc | 1.990.293 $ | -333.428 $ | -14,3 % | 2.323.721 $ | +124.339 $ | +5,7 % | 2.199.382 $ | +227.606 $ | +11,5 % | 1.971.776 $ | +282.069 $ | +16,7 % |
| Tidal Investments LLC | 1.327.572 $ | -990.660 $ | -42,7 % | 2.318.232 $ | ||||||||
| Bradley & Co. Private Wealth Management, LLC | 1.813.825 $ | -500.639 $ | -21,6 % | 2.314.464 $ | +364.680 $ | +18,7 % | 1.949.784 $ | +139.921 $ | +7,7 % | 1.809.863 $ | +376.643 $ | +26,3 % |
| MAIMON WEALTH MANAGEMENT LTD. | 1.924.750 $ | -175.144 $ | -8,3 % | 2.099.894 $ | -210.204 $ | -9,1 % | 2.310.098 $ | |||||
| Golden State Wealth Management, LLC | 2.304.520 $ | +1.475.993 $ | +178,1 % | 828.527 $ | +274.297 $ | +49,5 % | 554.230 $ | +14.641 $ | +2,7 % | 539.589 $ | -105.775 $ | -16,4 % |
| SWP FINANCIAL LLC | 717.345 $ | +6.864 $ | +1,0 % | 710.481 $ | -1.576.971 $ | -68,9 % | 2.287.452 $ | -15.282 $ | -0,7 % | 2.302.734 $ | +949.584 $ | +70,2 % |
| Storen Legacy Partners, LLC | 2.297.920 $ | +107.585 $ | +4,9 % | 2.190.335 $ | ||||||||
| Cogent Private Wealth, Inc. | 2.293.541 $ | |||||||||||
| Sunesis Advisors, LLC | 1.495.098 $ | -341.098 $ | -18,6 % | 1.836.196 $ | -453.042 $ | -19,8 % | 2.289.238 $ | +236.906 $ | +11,5 % | 2.052.332 $ | ||
| Marble Wealth, LLC | 507.864 $ | -105.424 $ | -17,2 % | 613.288 $ | -1.673.415 $ | -73,2 % | 2.286.703 $ | |||||
| Y.D. More Investments Ltd | 2.272.760 $ | +235.200 $ | +11,5 % | 2.037.560 $ | +291.480 $ | +16,7 % | ||||||
| MILESTONE ASSET MANAGEMENT, LLC | 1.389.006 $ | -873.091 $ | -38,6 % | 2.262.097 $ | +1.534.327 $ | +210,8 % | 727.770 $ | +123.997 $ | +20,5 % | 603.773 $ | +199.992 $ | +49,5 % |
| Greenhouse Wealth Management, LLC | 2.252.135 $ | +206.976 $ | +10,1 % | 2.045.159 $ | +211.646 $ | +11,5 % | 1.833.513 $ | +262.290 $ | +16,7 % | |||
| Tactive Advisors, LLC | 2.016.181 $ | -213.974 $ | -9,6 % | 2.230.155 $ | +259.633 $ | +13,2 % | 1.970.522 $ | +112.133 $ | +6,0 % | 1.858.389 $ | +157.502 $ | +9,3 % |
| BEAM WEALTH ADVISORS, INC. | 1.785.812 $ | -407.785 $ | -18,6 % | 2.193.597 $ | +770.606 $ | +54,2 % | 1.422.991 $ | +127.758 $ | +9,9 % | 1.295.233 $ | +173.439 $ | +15,5 % |
| Glenview Trust Co | 1.819.564 $ | -368.919 $ | -16,9 % | 2.188.483 $ | +977.995 $ | +80,8 % | 1.210.488 $ | +125.269 $ | +11,5 % | 1.085.219 $ | +312.953 $ | +40,5 % |
| Alesco Advisors, LLC, An ESL Co | 1.844.030 $ | -308.925 $ | -14,3 % | 2.152.955 $ | -33.034 $ | -1,5 % | 2.185.989 $ | +218.507 $ | +11,1 % | 1.967.482 $ | +281.455 $ | +16,7 % |
| PETRA FINANCIAL ADVISORS INC | 707.680 $ | -1.475.036 $ | -67,6 % | 2.182.716 $ | +165.758 $ | +8,2 % | 2.016.958 $ | +180.420 $ | +9,8 % | 1.836.538 $ | +278.251 $ | +17,9 % |
| SWMG, LLC | 983.578 $ | +29.422 $ | +3,1 % | 954.156 $ | -1.218.429 $ | -56,1 % | 2.172.585 $ | +200.876 $ | +10,2 % | 1.971.709 $ | +924.436 $ | +88,3 % |
| TD PRIVATE CLIENT WEALTH LLC | 1.854.073 $ | -303.202 $ | -14,1 % | 2.157.275 $ | ||||||||
| MainStreet Investment Advisors LLC | 2.155.811 $ | +937.263 $ | +76,9 % | 1.218.548 $ | +47.995 $ | +4,1 % | 1.170.553 $ | -947.491 $ | -44,7 % | 2.118.044 $ | +255.912 $ | +13,7 % |
| Tudor Financial Inc. | 2.145.903 $ | +159.592 $ | +8,0 % | 1.986.311 $ | +282.256 $ | +16,6 % | 1.704.055 $ | +263.913 $ | +18,3 % | |||
| Montis Financial, LLC | 1.837.838 $ | -307.888 $ | -14,3 % | 2.145.726 $ | +166.964 $ | +8,4 % | 1.978.762 $ | +204.775 $ | +11,5 % | 1.773.987 $ | +253.775 $ | +16,7 % |
| Plante Moran Financial Advisors, LLC | 642.968 $ | +171.224 $ | +36,3 % | 471.744 $ | -1.673.579 $ | -78,0 % | 2.145.323 $ | +1.843.546 $ | +610,9 % | 301.777 $ | +129.476 $ | +75,1 % |
| Bison Wealth, LLC | 2.128.827 $ | +190.668 $ | +9,8 % | 1.938.159 $ | +251.436 $ | +14,9 % | 1.686.723 $ | +493.713 $ | +41,4 % | 1.193.010 $ | -797.903 $ | -40,1 % |
| Outlook Wealth Advisors, LLC | 1.839.270 $ | -289.353 $ | -13,6 % | 2.128.623 $ | +176.809 $ | +9,1 % | 1.951.814 $ | +775.123 $ | +65,9 % | 1.176.691 $ | +135.279 $ | +13,0 % |
| Redhawk Wealth Advisors, Inc. | 2.112.650 $ | +512.458 $ | +32,0 % | 1.600.192 $ | +74.602 $ | +4,9 % | 1.525.590 $ | +199.284 $ | +15,0 % | 1.326.306 $ | -5.307.551 $ | -80,0 % |
| Values First Advisors, Inc. | 1.855.407 $ | -250.852 $ | -11,9 % | 2.106.259 $ | +346.897 $ | +19,7 % | 1.759.362 $ | |||||
| FIRST HORIZON CORP | 1.783.169 $ | -245.481 $ | -12,1 % | 2.028.650 $ | -68.783 $ | -3,3 % | 2.097.433 $ | +234.157 $ | +12,6 % | 1.863.276 $ | ||
| Archford Capital Strategies, LLC | 683.290 $ | +398.533 $ | +140,0 % | 284.757 $ | -1.793.682 $ | -86,3 % | 2.078.439 $ | +247.109 $ | +13,5 % | 1.831.330 $ | ||
| INTEGRITY ALLIANCE, LLC. | 672.039 $ | -94.245 $ | -12,3 % | 766.284 $ | -331.217 $ | -30,2 % | 1.097.501 $ | -980.521 $ | -47,2 % | 2.078.022 $ | -712.151 $ | -25,5 % |
| Heirloom Wealth Management | 2.067.829 $ | |||||||||||
| Arta Finance Wealth Management LLC | 1.801.065 $ | -265.405 $ | -12,8 % | 2.066.470 $ | +670.833 $ | +48,1 % | 1.395.637 $ | |||||
| First PREMIER Bank | 1.767.000 $ | -296.000 $ | -14,3 % | 2.063.000 $ | +162.000 $ | +8,5 % | 1.901.000 $ | +198.000 $ | +11,6 % | 1.703.000 $ | +243.000 $ | +16,6 % |
| WealthBridge Capital Management, LLC | 1.693.085 $ | -368.977 $ | -17,9 % | 2.062.062 $ | +23.640 $ | +1,2 % | 2.038.422 $ | +227.686 $ | +12,6 % | 1.810.736 $ | +284.974 $ | +18,7 % |
| FIRST MANHATTAN CO. LLC. | 1.806.199 $ | -254.277 $ | -12,3 % | 2.060.476 $ | +358.666 $ | +21,1 % | 1.701.810 $ | +675.753 $ | +65,9 % | 1.026.057 $ | +146.781 $ | +16,7 % |
| Noble Wealth Management PBC | 1.618.708 $ | -289.956 $ | -15,2 % | 1.908.664 $ | +107.664 $ | +6,0 % | 1.801.000 $ | -244.201 $ | -11,9 % | 2.045.201 $ | ||
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1.746.697 $ | -292.620 $ | -14,3 % | 2.039.317 $ | +161.693 $ | +8,6 % | 1.877.624 $ | +194.308 $ | +11,5 % | 1.683.316 $ | +240.804 $ | +16,7 % |
| FWL INVESTMENT MANAGEMENT, LLC | 1.347.098 $ | -335.876 $ | -20,0 % | 1.682.974 $ | -343.516 $ | -17,0 % | 2.026.490 $ | +191.522 $ | +10,4 % | 1.834.968 $ | +262.498 $ | +16,7 % |
| Intentional Wealth Strategies, LLC | 1.744.357 $ | -278.298 $ | -13,8 % | 2.022.655 $ | ||||||||
| OARSMAN CAPITAL, INC. | 1.678.860 $ | -324.897 $ | -16,2 % | 2.003.757 $ | +70.239 $ | +3,6 % | 1.933.518 $ | +95.335 $ | +5,2 % | 1.838.183 $ | +246.745 $ | +15,5 % |
| Nuveen, LLC | 1.994.975 $ | |||||||||||
| J.Safra Asset Management Corp | 1.704.336 $ | -285.523 $ | -14,3 % | 1.989.859 $ | +157.771 $ | +8,6 % | 1.832.088 $ | +1.768.633 $ | +2.787,2 % | 63.455 $ | +9.077 $ | +16,7 % |
| Sageworth Trust Co | 1.698.673 $ | -284.574 $ | -14,3 % | 1.983.247 $ | +157.247 $ | +8,6 % | 1.826.000 $ | +188.966 $ | +11,5 % | 1.637.034 $ | +234.183 $ | +16,7 % |
| Intrua Financial, LLC | 856.210 $ | -1.124.987 $ | -56,8 % | 1.981.197 $ | +177.447 $ | +9,8 % | 1.803.750 $ | +1.054.120 $ | +140,6 % | |||
| Philadelphia Investment Partners, LLC | 1.971.460 $ | -3.698 $ | -0,2 % | 1.975.158 $ | ||||||||
| S.A. Mason LLC | 1.752.270 $ | -215.284 $ | -10,9 % | 1.967.554 $ | +154.716 $ | +8,5 % | 1.812.838 $ | +545.767 $ | +43,1 % | 1.267.071 $ | +181.321 $ | +16,7 % |
| Fullerton Fund Management Co Ltd. | 1.965.223 $ | |||||||||||
| SIGNATUREFD, LLC | 1.388.655 $ | -484.807 $ | -25,9 % | 1.873.462 $ | -89.771 $ | -4,6 % | 1.963.233 $ | +700.866 $ | +55,5 % | 1.262.367 $ | +375.523 $ | +42,3 % |
| Strategic Wealth Partners, Ltd. | 1.445.654 $ | -373.291 $ | -20,5 % | 1.818.945 $ | +23.926 $ | +1,3 % | 1.795.019 $ | -162.633 $ | -8,3 % | 1.957.652 $ | +625.829 $ | +47,0 % |
| Collaborative Capital Advisors LLC | 1.954.652 $ | |||||||||||
| TWO SIGMA SECURITIES, LLC | 1.953.536 $ | +752.977 $ | +62,7 % | 1.200.559 $ | +531.905 $ | +79,5 % | ||||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1.700.032 $ | -240.105 $ | -12,4 % | 1.940.137 $ | +227.693 $ | +13,3 % | 1.712.444 $ | -240.267 $ | -12,3 % | 1.952.711 $ | +310.896 $ | +18,9 % |
| Basecamp Wealth Advisors LLC | 1.668.091 $ | -279.452 $ | -14,3 % | 1.947.543 $ | +67.483 $ | +3,6 % | 1.880.060 $ | |||||
| Regatta Research & Money Management | 1.945.539 $ | |||||||||||
| Ifrah Financial Services, Inc. | 1.565.344 $ | -379.315 $ | -19,5 % | 1.944.659 $ | +85.155 $ | +4,6 % | 1.859.504 $ | +96.669 $ | +5,5 % | 1.762.835 $ | +212.269 $ | +13,7 % |
| BRIGHTON JONES LLC | 1.865.579 $ | -77.589 $ | -4,0 % | 1.943.168 $ | +804.619 $ | +70,7 % | 1.138.549 $ | +404.257 $ | +55,1 % | |||
| MONEY CONCEPTS CAPITAL CORP | 1.614.918 $ | -326.806 $ | -16,8 % | 1.941.724 $ | +290.158 $ | +17,6 % | 1.651.566 $ | +1.299.432 $ | +369,0 % | 352.134 $ | -82.702 $ | -19,0 % |
| Hudson Oak Wealth Advisory LLC | 1.661.749 $ | -278.388 $ | -14,3 % | 1.940.137 $ | +215.031 $ | +12,5 % | 1.725.106 $ | |||||
| Larson Financial Group LLC | 1.830.438 $ | -104.762 $ | -5,4 % | 1.935.200 $ | +346.947 $ | +21,8 % | 1.588.253 $ | +872.196 $ | +121,8 % | 716.057 $ | -37.002 $ | -4,9 % |
| Ridgeline Wealth Planning, LLC | 1.933.613 $ | +93.408 $ | +5,1 % | 1.840.205 $ | ||||||||
| Gladstone Institutional Advisory LLC | 1.651.857 $ | -277.348 $ | -14,4 % | 1.929.205 $ | +329.263 $ | +20,6 % | 1.599.942 $ | +503.516 $ | +45,9 % | 1.096.426 $ | +190.086 $ | +21,0 % |
| Wealthspire Retirement, LLC | 1.795.713 $ | -130.372 $ | -6,8 % | 1.926.085 $ | +265.877 $ | +16,0 % | 1.660.208 $ | +1.088.890 $ | +190,6 % | 571.318 $ | ||
| Embree Financial Group | 1.185.054 $ | -740.537 $ | -38,5 % | 1.925.591 $ | +246.021 $ | +14,6 % | 1.679.570 $ | +664.865 $ | +65,5 % | 1.014.705 $ | +666.174 $ | +191,1 % |
| Glen Eagle Advisors, LLC | 246.465 $ | -1.675.423 $ | -87,2 % | 1.921.888 $ | +1.857.358 $ | +2.878,3 % | 64.530 $ | +8.788 $ | +15,8 % | 55.742 $ | +7.413 $ | +15,3 % |
| Terra Nova Asset Management LLC | 1.643.551 $ | -275.340 $ | -14,3 % | 1.918.891 $ | +152.144 $ | +8,6 % | 1.766.747 $ | +182.835 $ | +11,5 % | 1.583.912 $ | +226.584 $ | +16,7 % |
| TRANSCEND CAPITAL ADVISORS, LLC | 1.406.449 $ | -495.130 $ | -26,0 % | 1.901.579 $ | +444.253 $ | +30,5 % | 1.457.326 $ | -548 $ | -0,0 % | 1.457.874 $ | +378.360 $ | +35,0 % |
| ALTERNA WEALTH MANAGEMENT, INC | 1.473.216 $ | -424.989 $ | -22,4 % | 1.898.205 $ | +206.653 $ | +12,2 % | 1.691.552 $ | -33.965 $ | -2,0 % | 1.725.517 $ | +438.407 $ | +34,1 % |
| BANK OF NOVA SCOTIA | 1.622.030 $ | -271.735 $ | -14,3 % | 1.893.765 $ | +150.152 $ | +8,6 % | 1.743.613 $ | +1.001.230 $ | +134,9 % | 742.383 $ | +0 $ | +0,0 % |
| Bristlecone Advisors, LLC | 1.890.420 $ | +356.551 $ | +23,2 % | |||||||||
| SlateStone Wealth, LLC | 1.437.000 $ | -453.000 $ | -24,0 % | 1.890.000 $ | +63.000 $ | +3,4 % | 1.827.000 $ | -15.000 $ | -0,8 % | 1.842.000 $ | +273.000 $ | +17,4 % |
| Rothschild Wealth LLC | 1.152.013 $ | -732.710 $ | -38,9 % | 1.884.723 $ | +464.691 $ | +32,7 % | 1.420.032 $ | +441.276 $ | +45,1 % | 978.756 $ | +187.221 $ | +23,7 % |
| NWAM LLC | 1.880.479 $ | +557.311 $ | +42,1 % | 1.323.168 $ | -178.945 $ | -11,9 % | 1.502.113 $ | -15.833 $ | -1,0 % | 1.517.946 $ | +520.976 $ | +52,3 % |
| FIRST NATIONAL BANK OF OMAHA | 1.517.623 $ | -188.874 $ | -11,1 % | 1.706.497 $ | -171.443 $ | -9,1 % | 1.877.940 $ | |||||
| SAX WEALTH ADVISORS, LLC | 1.873.006 $ | +47.663 $ | +2,6 % | 1.825.343 $ | +0 $ | +0,0 % | 1.825.343 $ | +263.593 $ | +16,9 % | 1.561.750 $ | +214.522 $ | +15,9 % |
| Vanguard Capital Wealth Advisors | 227.587 $ | -496.287 $ | -68,6 % | 723.874 $ | -1.146.461 $ | -61,3 % | 1.870.335 $ | |||||
| Keystone Wealth Services, LLC | 1.407.410 $ | -452.634 $ | -24,3 % | 1.860.044 $ | +44.438 $ | +2,4 % | 1.815.606 $ | +303.809 $ | +20,1 % | 1.511.797 $ | +225.435 $ | +17,5 % |
| CM WEALTH ADVISORS LLC | 1.588.202 $ | -266.067 $ | -14,3 % | 1.854.269 $ | +147.020 $ | +8,6 % | 1.707.249 $ | +176.678 $ | +11,5 % | 1.530.571 $ | ||
| IFG Advisory, LLC | 12.783 $ | -1.836.513 $ | -99,3 % | 1.849.296 $ | +161.978 $ | +9,6 % | 1.687.318 $ | +393.534 $ | +30,4 % | |||
| Sheridan Capital Management, LLC | 801.161 $ | -219.115 $ | -21,5 % | 1.020.276 $ | -816.845 $ | -44,5 % | 1.837.121 $ | +181.531 $ | +11,0 % | 1.655.590 $ | ||
| ANCHOR CAPITAL ADVISORS LLC | 1.832.628 $ | |||||||||||
| Signal Advisors Wealth, LLC | 1.824.341 $ | +502.465 $ | +38,0 % | 1.321.876 $ | +30.062 $ | +2,3 % | 1.291.814 $ | -13.561 $ | -1,0 % | 1.305.375 $ | -1.094.783 $ | -45,6 % |
| CERTUITY, LLC | 1.156.178 $ | -665.788 $ | -36,5 % | 1.821.966 $ | +125.952 $ | +7,4 % | 1.696.014 $ | +273.724 $ | +19,2 % | 1.422.290 $ | +204.150 $ | +16,8 % |
| Latitude Advisors, LLC | 1.817.234 $ | +114.998 $ | +6,8 % | 1.702.236 $ | +181.463 $ | +11,9 % | ||||||
| Berger Financial Group, Inc | 1.815.940 $ | +74.603 $ | +4,3 % | 1.741.337 $ | +358.281 $ | +25,9 % | 1.383.056 $ | +413.104 $ | +42,6 % | 969.952 $ | +599.907 $ | +162,1 % |
| Westside Investment Management, Inc. | 1.542.897 $ | -261.518 $ | -14,5 % | 1.804.415 $ | +1.788.103 $ | +10.961,9 % | 16.312 $ | -1.480.443 $ | -98,9 % | 1.496.755 $ | +214.023 $ | +16,7 % |
| Variant Private Wealth, LLC | 1.803.330 $ | |||||||||||
| PRIVATE TRUST CO NA | 1.219.725 $ | -341.443 $ | -21,9 % | 1.561.168 $ | -134.717 $ | -7,9 % | 1.695.885 $ | -101.534 $ | -5,6 % | 1.797.419 $ | +487.921 $ | +37,3 % |
| Westfuller Advisors, LLC | 1.793.500 $ | +151.292 $ | +9,2 % | 1.642.208 $ | +706.277 $ | +75,5 % | 935.931 $ | -323.329 $ | -25,7 % | 1.259.260 $ | +521.646 $ | +70,7 % |
| Meridian Wealth Management, LLC | 1.702.590 $ | -90.264 $ | -5,0 % | 1.792.854 $ | +180.252 $ | +11,2 % | 1.612.602 $ | +924.416 $ | +134,3 % | 688.186 $ | +69.637 $ | +11,3 % |
| BENJAMIN EDWARDS INC | 738.038 $ | -123.637 $ | -14,3 % | 861.675 $ | -509.277 $ | -37,1 % | 1.370.952 $ | -421.586 $ | -23,5 % | 1.792.538 $ | +647.547 $ | +56,6 % |
| Hoxton Planning & Management, LLC | 799.268 $ | +24.694 $ | +3,2 % | 774.574 $ | -1.015.549 $ | -56,7 % | 1.790.123 $ | +85.704 $ | +5,0 % | 1.704.419 $ | +802.506 $ | +89,0 % |
| Rede Wealth, LLC | 795.279 $ | -123.637 $ | -13,5 % | 918.916 $ | -869.124 $ | -48,6 % | 1.788.040 $ | +546.791 $ | +44,1 % | |||
| MYECFO, LLC | 1.439.598 $ | -241.172 $ | -14,3 % | 1.680.770 $ | +117.030 $ | +7,5 % | 1.563.740 $ | -220.726 $ | -12,4 % | 1.784.466 $ | +209.502 $ | +13,3 % |
| Narus Financial Partners, LLC | 1.452.737 $ | -330.211 $ | -18,5 % | 1.782.948 $ | +148.590 $ | +9,1 % | 1.634.358 $ | +181.359 $ | +12,5 % | 1.452.999 $ | +328.960 $ | +29,3 % |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 1.530.059 $ | -242.662 $ | -13,7 % | 1.772.721 $ | +57.924 $ | +3,4 % | 1.714.797 $ | |||||
| Alpha Cubed Investments, LLC | 1.771.001 $ | +947.878 $ | +115,2 % | 823.123 $ | +256.084 $ | +45,2 % | ||||||
| Comprehensive Money Management Services LLC | 1.364.466 $ | -405.787 $ | -22,9 % | 1.770.253 $ | +50.098 $ | +2,9 % | 1.720.155 $ | -9.806 $ | -0,6 % | 1.729.961 $ | +110.659 $ | +6,8 % |
| Forum Financial Management, LP | 1.396.482 $ | -237.564 $ | -14,5 % | 1.634.046 $ | -132.457 $ | -7,5 % | 1.766.503 $ | +173.058 $ | +10,9 % | 1.593.445 $ | +227.948 $ | +16,7 % |
| Avory & Company, LLC | 1.510.200 $ | -253.000 $ | -14,3 % | 1.763.200 $ | ||||||||
| MCF Advisors LLC | 1.210.350 $ | -549.853 $ | -31,2 % | 1.760.203 $ | +133.149 $ | +8,2 % | 1.627.054 $ | +1.563.671 $ | +2.467,0 % | 63.383 $ | +9.067 $ | +16,7 % |
| Private Wealth Asset Management, LLC | 1.487.471 $ | -266.825 $ | -15,2 % | 1.754.296 $ | +683.014 $ | +63,8 % | ||||||
| Florida Trust Wealth Management Co | 1.509.369 $ | -235.317 $ | -13,5 % | 1.744.686 $ | +161.303 $ | +10,2 % | 1.583.383 $ | +148.504 $ | +10,3 % | 1.434.879 $ | +205.265 $ | +16,7 % |
| ETF Store, Inc. | 1.430.159 $ | -314.439 $ | -18,0 % | 1.744.598 $ | +192.222 $ | +12,4 % | 1.552.376 $ | +122.082 $ | +8,5 % | 1.430.294 $ | +19.274 $ | +1,4 % |
| Landing Point Financial Group, LLC | 1.742.481 $ | +460.268 $ | +35,9 % | 1.282.213 $ | +153.207 $ | +13,6 % | 1.129.006 $ | +193.257 $ | +20,7 % | 935.749 $ | +510.070 $ | +119,8 % |
| GeoWealth Management, LLC | 283.759 $ | -119.129 $ | -29,6 % | 402.888 $ | -315.809 $ | -43,9 % | 718.697 $ | -1.023.677 $ | -58,8 % | 1.742.374 $ | +1.091.774 $ | +167,8 % |
| J. R. Prunier Capital Management LLC | 1.719.561 $ | +148.516 $ | +9,5 % | 1.571.045 $ | ||||||||
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 1.714.077 $ | +133.280 $ | +8,4 % | 1.580.797 $ | +449.287 $ | +39,7 % | 1.131.510 $ | |||||
| Port Capital LLC | 1.464.970 $ | -232.110 $ | -13,7 % | 1.697.080 $ | +134.558 $ | +8,6 % | 1.562.522 $ | +125.522 $ | +8,7 % | 1.437.000 $ | +137.000 $ | +10,5 % |
| Jacobi Capital Management LLC | 1.446.950 $ | -248.486 $ | -14,7 % | 1.695.436 $ | +126.309 $ | +8,0 % | 1.569.127 $ | -2.925 $ | -0,2 % | 1.572.052 $ | +225.326 $ | +16,7 % |
| Addison Capital Co | 1.527.541 $ | -166.220 $ | -9,8 % | 1.693.761 $ | ||||||||
| Retirement Planning Group, LLC | 1.674.974 $ | +1.022.652 $ | +156,8 % | 652.322 $ | +396.574 $ | +155,1 % | 255.748 $ | +26.711 $ | +11,7 % | 229.037 $ | ||
| Maia Wealth LLC | 1.242.215 $ | -256.769 $ | -17,1 % | 1.498.984 $ | -173.147 $ | -10,4 % | 1.672.131 $ | +353.204 $ | +26,8 % | 1.318.927 $ | +311.751 $ | +31,0 % |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.106.678 $ | -561.897 $ | -33,7 % | 1.668.575 $ | +2.294 $ | +0,1 % | 1.666.281 $ | +1.160.104 $ | +229,2 % | |||
| Robertson Stephens Wealth Management, LLC | 1.451.680 $ | -212.693 $ | -12,8 % | 1.664.373 $ | +5.421 $ | +0,3 % | 1.658.952 $ | +252.453 $ | +17,9 % | 1.406.499 $ | -1.028.721 $ | -42,2 % |
| MONOGRAPH WEALTH ADVISORS, LLC | 1.248.935 $ | -211.083 $ | -14,5 % | 1.460.018 $ | -200.558 $ | -12,1 % | 1.660.576 $ | +159.549 $ | +10,6 % | 1.501.027 $ | +1.123.312 $ | +297,4 % |
| COUNTRY CLUB BANK | 1.658.452 $ | +316.764 $ | +23,6 % | |||||||||
| Alaska Wealth Advisors, LLC | 1.327.315 $ | -329.476 $ | -19,9 % | 1.656.791 $ | +53.440 $ | +3,3 % | 1.603.351 $ | +174.294 $ | +12,2 % | 1.429.057 $ | -2.047.014 $ | -58,9 % |
| Contango Wealth Management LLC | 1.656.262 $ | +1.010.068 $ | +156,3 % | 646.194 $ | ||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 1.401.938 $ | -252.208 $ | -15,2 % | 1.654.146 $ | +157.128 $ | +10,5 % | 1.497.018 $ | +133.890 $ | +9,8 % | 1.363.128 $ | +195.624 $ | +16,8 % |
| A4 Wealth Advisors LLC | 1.108.864 $ | -20.818 $ | -1,8 % | 1.129.682 $ | -522.371 $ | -31,6 % | 1.652.053 $ | +650.447 $ | +64,9 % | 1.001.606 $ | ||
| ACORN CREEK CAPITAL LLC | 1.651.026 $ | |||||||||||
| PBMares Wealth Management LLC | 1.647.040 $ | +208.114 $ | +14,5 % | |||||||||
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1.410.602 $ | -236.315 $ | -14,3 % | 1.646.917 $ | +262.481 $ | +19,0 % | 1.384.436 $ | +144.290 $ | +11,6 % | 1.240.146 $ | +177.407 $ | +16,7 % |
| Douglass Winthrop Advisors, LLC | 919.712 $ | -727.117 $ | -44,2 % | 1.646.829 $ | +130.573 $ | +8,6 % | 1.516.256 $ | +156.912 $ | +11,5 % | 1.359.344 $ | +194.459 $ | +16,7 % |
| Jordan Park Trust Co LLC | 1.408.337 $ | -235.935 $ | -14,3 % | 1.644.272 $ | +130.370 $ | +8,6 % | 1.513.902 $ | +156.668 $ | +11,5 % | 1.357.234 $ | +194.158 $ | +16,7 % |
| Principle Wealth Partners LLC | 1.407.808 $ | -235.847 $ | -14,3 % | 1.643.655 $ | +136.572 $ | +9,1 % | 1.507.083 $ | -4.277 $ | -0,3 % | 1.511.360 $ | +354.145 $ | +30,6 % |
| Barnes Wealth Management Group, Inc | 723.461 $ | -75.533 $ | -9,5 % | 798.994 $ | -831.390 $ | -51,0 % | 1.630.384 $ | +111.382 $ | +7,3 % | 1.519.002 $ | +562.399 $ | +58,8 % |
| Blossom Wealth Management | 1.423.061 $ | -202.874 $ | -12,5 % | 1.625.935 $ | +188.008 $ | +13,1 % | 1.437.927 $ | -182.443 $ | -11,3 % | 1.620.370 $ | +266.223 $ | +19,7 % |
| PINEBRIDGE INVESTMENTS LLC | 1.621.262 $ | +128.546 $ | +8,6 % | 1.492.716 $ | ||||||||
| Asempa Wealth Advisors | 1.223.603 $ | -395.168 $ | -24,4 % | 1.618.771 $ | +208.725 $ | +14,8 % | 1.410.046 $ | |||||
| Ballew Advisors, Inc | 1.397.893 $ | -220.207 $ | -13,6 % | 1.618.100 $ | +60.597 $ | +3,9 % | 1.557.503 $ | +195.099 $ | +14,3 % | 1.362.404 $ | +299.272 $ | +28,2 % |
| Wealthstar Advisors, LLC | 1.317.528 $ | +9.728 $ | +0,7 % | 1.307.800 $ | +136.079 $ | +11,6 % | 1.171.721 $ | -445.010 $ | -27,5 % | 1.616.731 $ | +608.432 $ | +60,3 % |
| Strategies Wealth Advisors, LLC | 1.615.084 $ | +964.463 $ | +148,2 % | 650.621 $ | +367.662 $ | +129,9 % | 282.959 $ | +29.282 $ | +11,5 % | 253.677 $ | +36.290 $ | +16,7 % |
| Aptus Capital Advisors, LLC | 1.541.147 $ | -66.796 $ | -4,2 % | 1.607.943 $ | +274.061 $ | +20,5 % | 1.333.882 $ | +373.935 $ | +39,0 % | 959.947 $ | +645.715 $ | +205,5 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.417.120 $ | -176.179 $ | -11,1 % | 1.593.299 $ | +184.233 $ | +13,1 % | 1.409.066 $ | +80.107 $ | +6,0 % | 1.328.959 $ | +186.162 $ | +16,3 % |
| DMC Group, LLC | 1.168.744 $ | -424.307 $ | -26,6 % | 1.593.051 $ | +40.188 $ | +2,6 % | 1.552.863 $ | +346.191 $ | +28,7 % | 1.206.672 $ | +107.078 $ | +9,7 % |
| CoreCap Advisors, LLC | 1.095.766 $ | -4.513 $ | -0,4 % | 1.100.279 $ | -490.322 $ | -30,8 % | 1.590.601 $ | +304.830 $ | +23,7 % | 1.285.771 $ | +358.293 $ | +38,6 % |
| Worth Financial Advisory Group, LLC | 623.109 $ | -965.144 $ | -60,8 % | 1.588.253 $ | ||||||||
| BRIGHT FINANCIAL ADVISORS, INC. | 1.359.104 $ | -224.426 $ | -14,2 % | 1.583.530 $ | +159.889 $ | +11,2 % | 1.423.641 $ | +121.276 $ | +9,3 % | 1.302.365 $ | +162.050 $ | +14,2 % |
| Edge Financial Advisors LLC | 1.583.221 $ | +156.711 $ | +11,0 % | 1.426.510 $ | +1.061.509 $ | +290,8 % | ||||||
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1.344.034 $ | -238.526 $ | -15,1 % | 1.582.560 $ | +181.241 $ | +12,9 % | 1.401.319 $ | |||||
| DIVERSIFIED MANAGEMENT INC | 1.581.590 $ | |||||||||||
| Portfolio Resources Advisor Group, Inc. | 514.676 $ | -65.329 $ | -11,3 % | 580.005 $ | -995.667 $ | -63,2 % | 1.575.672 $ | |||||
| Fort Point Capital Partners LLC | 1.345.135 $ | -225.347 $ | -14,3 % | 1.570.482 $ | +294.631 $ | +23,1 % | 1.275.851 $ | -101.394 $ | -7,4 % | 1.377.245 $ | +197.020 $ | +16,7 % |
| 5th Street Advisors, LLC | 1.368.982 $ | -199.015 $ | -12,7 % | 1.567.997 $ | +266.126 $ | +20,4 % | 1.301.871 $ | +19.532 $ | +1,5 % | 1.282.339 $ | +241.749 $ | +23,2 % |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1.342.000 $ | -224.000 $ | -14,3 % | 1.566.000 $ | +124.000 $ | +8,6 % | 1.442.000 $ | +151.000 $ | +11,7 % | 1.291.000 $ | +185.000 $ | +16,7 % |
| IPG Investment Advisors LLC | 1.481.582 $ | -82.994 $ | -5,3 % | 1.564.576 $ | +231.602 $ | +17,4 % | 1.332.974 $ | +823.075 $ | +161,4 % | 509.899 $ | +72.942 $ | +16,7 % |
| Mirador Capital Partners LP | 1.562.830 $ | +37.221 $ | +2,4 % | 1.525.609 $ | +243.935 $ | +19,0 % | 1.281.674 $ | +185.539 $ | +16,9 % | 1.096.135 $ | +146.766 $ | +15,5 % |
| Wealth Management Associates, Inc. | 1.347.174 $ | -211.318 $ | -13,6 % | 1.558.492 $ | +116.263 $ | +8,1 % | 1.442.229 $ | +141.975 $ | +10,9 % | 1.300.254 $ | +186.629 $ | +16,8 % |
| Coppell Advisory Solutions LLC | 1.558.046 $ | +37.635 $ | +2,5 % | 1.520.411 $ | -2.496.703 $ | -62,2 % | ||||||
| NOVEM GROUP | 1.338.188 $ | -218.277 $ | -14,0 % | 1.556.465 $ | +159.529 $ | +11,4 % | 1.396.936 $ | +80.236 $ | +6,1 % | 1.316.700 $ | +178.879 $ | +15,7 % |
| MAS Advisors LLC | 1.549.346 $ | +184.223 $ | +13,5 % | |||||||||
| Plancorp, LLC | 1.543.904 $ | |||||||||||
| Capital Investment Advisors, LLC | 1.301.742 $ | -236.591 $ | -15,4 % | 1.538.333 $ | +141.046 $ | +10,1 % | 1.397.287 $ | +143.945 $ | +11,5 % | 1.253.342 $ | +186.030 $ | +17,4 % |
| Diversified Trust Co | 1.212.086 $ | -318.459 $ | -20,8 % | 1.530.545 $ | +129.470 $ | +9,2 % | 1.401.075 $ | +196.295 $ | +16,3 % | 1.204.780 $ | +245.933 $ | +25,6 % |
| Hamilton Capital, LLC | 732.749 $ | -790.568 $ | -51,9 % | 1.523.317 $ | +66.884 $ | +4,6 % | 1.456.433 $ | +337.508 $ | +30,2 % | |||
| S&CO INC | 1.296.000 $ | -218.000 $ | -14,4 % | 1.514.000 $ | +120.000 $ | +8,6 % | 1.394.000 $ | +145.000 $ | +11,6 % | 1.249.000 $ | +179.000 $ | +16,7 % |
| AA Financial Advisors, LLC | 1.008.134 $ | -141.737 $ | -12,3 % | 1.149.871 $ | -364.031 $ | -24,0 % | 1.513.902 $ | +503.418 $ | +49,8 % | 1.010.484 $ | +166.504 $ | +19,7 % |
| Mraz, Amerine & Associates, Inc. | 1.217.901 $ | -294.396 $ | -19,5 % | 1.512.297 $ | +72.017 $ | +5,0 % | 1.440.280 $ | +100.657 $ | +7,5 % | 1.339.623 $ | +163.389 $ | +13,9 % |
| Banco Santander, S.A. | 1.510.200 $ | +161.352 $ | +12,0 % | 1.348.848 $ | +106.947 $ | +8,6 % | 1.241.901 $ | |||||
| Town Capital LLC | 770.429 $ | -83.753 $ | -9,8 % | 854.182 $ | -652.009 $ | -43,3 % | 1.506.191 $ | |||||
| Brooklyn Investment Group | 1.500.572 $ | +319.348 $ | +27,0 % | 1.181.224 $ | +735.741 $ | +165,2 % | 445.483 $ | -5.131 $ | -1,1 % | |||
| Provenance Wealth Advisors, LLC | 1.500.535 $ | +147.808 $ | +10,9 % | 1.352.727 $ | +129.982 $ | +10,6 % | 1.222.745 $ | +123.554 $ | +11,2 % | 1.099.191 $ | +144.771 $ | +15,2 % |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1.313.194 $ | -178.209 $ | -11,9 % | 1.491.403 $ | +162.082 $ | +12,2 % | 1.329.321 $ | |||||
| Sovereign Financial Group, Inc. | 810.751 $ | -108.229 $ | -11,8 % | 918.980 $ | -572.113 $ | -38,4 % | 1.491.093 $ | +351.151 $ | +30,8 % | 1.139.942 $ | +252.809 $ | +28,5 % |
| IBEX WEALTH ADVISORS | 1.133.632 $ | -333.616 $ | -22,7 % | 1.467.248 $ | -22.952 $ | -1,5 % | 1.490.200 $ | +201.952 $ | +15,7 % | 1.288.248 $ | +179.300 $ | +16,2 % |
| VERUS CAPITAL PARTNERS, LLC | 912.924 $ | -443.418 $ | -32,7 % | 1.356.342 $ | -131.583 $ | -8,8 % | 1.487.925 $ | +211.465 $ | +16,6 % | 1.276.460 $ | +565.805 $ | +79,6 % |
| CURTIS WEALTH MANAGEMENT LLC | 820.718 $ | +24.986 $ | +3,1 % | 795.732 $ | -689.266 $ | -46,4 % | 1.484.998 $ | |||||
| Essex Financial Services, Inc. | 1.254.511 $ | -220.158 $ | -14,9 % | 1.474.669 $ | +243.239 $ | +19,8 % | 1.231.430 $ | +36.547 $ | +3,1 % | 1.194.883 $ | +174.362 $ | +17,1 % |
| B.O.S.S. Retirement Advisors, LLC | 215.054 $ | -284.794 $ | -57,0 % | 499.848 $ | -971.599 $ | -66,0 % | 1.471.447 $ | +81.840 $ | +5,9 % | |||
| CJM Wealth Advisers, Ltd. | 1.468.480 $ | +338.788 $ | +30,0 % | 1.129.692 $ | +325.212 $ | +40,4 % | 804.480 $ | +577.219 $ | +254,0 % | 227.261 $ | ||
| Curated Wealth Partners LLC | 1.456.580 $ | +115.489 $ | +8,6 % | 1.341.091 $ | +150.719 $ | +12,7 % | 1.190.372 $ | |||||
| Atala Financial Inc | 1.227.944 $ | -225.647 $ | -15,5 % | 1.453.591 $ | +133.604 $ | +10,1 % | 1.319.987 $ | +575.914 $ | +77,4 % | 744.073 $ | +106.442 $ | +16,7 % |
| Red Tortoise LLC | 1.451.062 $ | +115.277 $ | +8,6 % | 1.335.785 $ | +139.513 $ | +11,7 % | 1.196.272 $ | |||||
| Financial Engines Advisors L.L.C. | 1.282.688 $ | -162.519 $ | -11,2 % | 1.445.207 $ | +2.004 $ | +0,1 % | 1.443.203 $ | +263.529 $ | +22,3 % | 1.179.674 $ | +179.674 $ | +18,0 % |
| Ellis Investment Partners, LLC | 1.234.507 $ | -208.005 $ | -14,4 % | 1.442.512 $ | +115.210 $ | +8,7 % | 1.327.302 $ | +114.582 $ | +9,4 % | 1.212.720 $ | +178.610 $ | +17,3 % |
| Avidian Wealth Enterprises, LLC | 1.245.684 $ | -191.236 $ | -13,3 % | 1.436.920 $ | +44.205 $ | +3,2 % | 1.392.715 $ | +186.188 $ | +15,4 % | 1.206.527 $ | +248.802 $ | +26,0 % |
| Clarion Wealth Managment Partners, LLC | 1.213.823 $ | -213.311 $ | -14,9 % | 1.427.134 $ | -7.789 $ | -0,5 % | 1.434.923 $ | +114.657 $ | +8,7 % | 1.320.266 $ | +203.835 $ | +18,3 % |
| ERn Financial, LLC | 1.288.125 $ | -76.415 $ | -5,6 % | 1.364.540 $ | -69.977 $ | -4,9 % | 1.434.517 $ | +190.004 $ | +15,3 % | 1.244.513 $ | +211.583 $ | +20,5 % |
| ALEXANDER LABRUNERIE & CO., INC. | 1.217.599 $ | -214.208 $ | -15,0 % | 1.431.807 $ | +1.159.806 $ | +426,4 % | 272.001 $ | +20.944 $ | +8,3 % | 251.057 $ | +35.666 $ | +16,6 % |
| Optivise Advisory Services LLC | 362.999 $ | -1.063.712 $ | -74,6 % | 1.426.711 $ | +51.102 $ | +3,7 % | 1.375.609 $ | +810.695 $ | +143,5 % | 564.914 $ | +118.666 $ | +26,6 % |
| First Heartland Consultants, Inc. | 773.071 $ | -31.742 $ | -3,9 % | 804.813 $ | -620.045 $ | -43,5 % | 1.424.858 $ | +81.742 $ | +6,1 % | 1.343.116 $ | +465.337 $ | +53,0 % |
| FFG Partners, LLC | 952.785 $ | -471.704 $ | -33,1 % | 1.424.489 $ | +19.517 $ | +1,4 % | 1.404.972 $ | +150.490 $ | +12,0 % | 1.254.482 $ | +106.247 $ | +9,3 % |
| Pachira Investments Inc. | 1.423.590 $ | +226.377 $ | +18,9 % | 1.197.213 $ | +723.343 $ | +152,6 % | 473.870 $ | |||||
| PINNACLE FINANCIAL PARTNERS INC | 1.423.015 $ | -162.985 $ | -10,3 % | |||||||||
| Quantum Portfolio Management LLC | 780.622 $ | -153.345 $ | -16,4 % | 933.967 $ | +113.257 $ | +13,8 % | 820.710 $ | -602.235 $ | -42,3 % | 1.422.945 $ | +631.098 $ | +79,7 % |
| SHEETS SMITH WEALTH MANAGEMENT | 736.071 $ | -655.006 $ | -47,1 % | 1.391.077 $ | -30.534 $ | -2,1 % | 1.421.611 $ | +93.995 $ | +7,1 % | 1.327.616 $ | +191.978 $ | +16,9 % |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1.097.387 $ | -122.659 $ | -10,1 % | 1.220.046 $ | -94.864 $ | -7,2 % | 1.314.910 $ | -105.851 $ | -7,5 % | 1.420.761 $ | +44.476 $ | +3,2 % |
| Maridea Wealth Management LLC | 1.418.542 $ | +260.018 $ | +22,4 % | 1.158.524 $ | +138.529 $ | +13,6 % | 1.019.995 $ | -17.125 $ | -1,7 % | 1.037.120 $ | +351.587 $ | +51,3 % |
| Cooke Wealth Management, LLC | 1.176.672 $ | -82.958 $ | -6,6 % | 1.259.630 $ | -151.402 $ | -10,7 % | 1.411.032 $ | |||||
| Independent Wealth Network Inc. | 1.178.375 $ | -230.559 $ | -16,4 % | 1.408.934 $ | +12.278 $ | +0,9 % | 1.396.656 $ | +68.781 $ | +5,2 % | 1.327.875 $ | +330.267 $ | +33,1 % |
| Center For Asset Management LLC | 313.052 $ | -760.295 $ | -70,8 % | 1.073.347 $ | -334.540 $ | -23,8 % | 1.407.887 $ | +1.071.980 $ | +319,1 % | 335.907 $ | ||
| Hilton Capital Management, LLC | 1.202.301 $ | -201.034 $ | -14,3 % | 1.403.335 $ | ||||||||
| Lantern Wealth Advisors, LLC | 1.401.617 $ | +788.817 $ | +128,7 % | 612.800 $ | +40.876 $ | +7,1 % | 571.924 $ | +43.687 $ | +8,3 % | 528.237 $ | +120.777 $ | +29,6 % |
| Swisher Financial Concepts, Inc. | 760.461 $ | -639.783 $ | -45,7 % | 1.400.244 $ | +258.347 $ | +22,6 % | 1.141.897 $ | +191.594 $ | +20,2 % | 950.303 $ | ||
| Frankly Finances, LLC | 1.198.193 $ | -200.730 $ | -14,3 % | 1.398.923 $ | +110.917 $ | +8,6 % | 1.288.006 $ | |||||
| TRB Wealth Management, LLC | 257.867 $ | -1.124.041 $ | -81,3 % | 1.381.908 $ | ||||||||
| Klingman & Associates, LLC | 1.133.783 $ | -242.219 $ | -17,6 % | 1.376.002 $ | +863.575 $ | +168,5 % | 512.427 $ | +39.203 $ | +8,3 % | 473.224 $ | +37.140 $ | +8,5 % |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 888.300 $ | -202.768 $ | -18,6 % | 1.091.068 $ | -284.520 $ | -20,7 % | 1.375.588 $ | +119.432 $ | +9,5 % | 1.256.156 $ | +155.564 $ | +14,1 % |
| CENTRAL BANK & TRUST CO | 800.783 $ | -571.868 $ | -41,7 % | 1.372.651 $ | +101.529 $ | +8,0 % | 1.271.122 $ | +190.997 $ | +17,7 % | 1.080.125 $ | +307.359 $ | +39,8 % |
| Smartleaf Asset Management LLC | 1.219.512 $ | -151.804 $ | -11,1 % | 1.371.316 $ | +564.395 $ | +69,9 % | 806.921 $ | +400.345 $ | +98,5 % | 406.576 $ | +121.765 $ | +42,8 % |
| ICONIQ Capital, LLC | 924.771 $ | -205.352 $ | -18,2 % | 1.130.123 $ | +89.605 $ | +8,6 % | 1.040.518 $ | -326.030 $ | -23,9 % | 1.366.548 $ | -175.428 $ | -11,4 % |
| Cascade Financial Partners, LLC | 1.170.707 $ | -195.068 $ | -14,3 % | 1.365.775 $ | +108.289 $ | +8,6 % | 1.257.486 $ | +93.748 $ | +8,1 % | 1.163.738 $ | +166.477 $ | +16,7 % |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.365.775 $ | +111.779 $ | +8,9 % | 1.253.996 $ | +136.539 $ | +12,2 % | 1.117.457 $ | +159.856 $ | +16,7 % | |||
| MOULTON WEALTH MANAGEMENT, INC | 455.742 $ | -73.059 $ | -13,8 % | 528.801 $ | -836.319 $ | -61,3 % | 1.365.120 $ | +104.427 $ | +8,3 % | |||
| RHL GROUP, LLC | 2.052 $ | -1.739 $ | -45,9 % | 3.791 $ | -1.361.245 $ | -99,7 % | 1.365.036 $ | |||||
| RCS Financial Planning, LLC | 1.363.412 $ | +169.911 $ | +14,2 % | 1.193.501 $ | +601.767 $ | +101,7 % | ||||||
| Rooted Wealth Advisors, Inc. | 1.332.533 $ | -29.091 $ | -2,1 % | 1.361.624 $ | +167.705 $ | +14,0 % | 1.193.919 $ | +262.648 $ | +28,2 % | 931.271 $ | +145.697 $ | +18,5 % |
| CROSSPOINT FINANCIAL, LLC | 233.271 $ | -1.123.975 $ | -82,8 % | 1.357.246 $ | +179.824 $ | +15,3 % | 1.177.422 $ | +67.040 $ | +6,0 % | |||
| SIMON QUICK ADVISORS, LLC | 1.160.589 $ | -194.430 $ | -14,3 % | 1.355.019 $ | +342.667 $ | +33,8 % | 1.012.352 $ | +466.577 $ | +85,5 % | 545.775 $ | ||
| Andrews Advisory Associates, LLC | 1.127.968 $ | -219.998 $ | -16,3 % | 1.347.966 $ | -6.599 $ | -0,5 % | 1.354.565 $ | |||||
| Auxano Advisors, LLC | 1.068.240 $ | -206.554 $ | -16,2 % | 1.274.794 $ | -77.499 $ | -5,7 % | 1.352.293 $ | +125.026 $ | +10,2 % | 1.227.267 $ | +150.621 $ | +14,0 % |
| Lantz Financial LLC | 866.175 $ | -138.496 $ | -13,8 % | 1.004.671 $ | -336.744 $ | -25,1 % | 1.341.415 $ | +80.893 $ | +6,4 % | 1.260.522 $ | +429.949 $ | +51,8 % |
| Ardent Capital Management, Inc. | 1.140.285 $ | -190.665 $ | -14,3 % | 1.330.950 $ | +105.735 $ | +8,6 % | 1.225.215 $ | +127.965 $ | +11,7 % | 1.097.250 $ | +157.035 $ | +16,7 % |
| Tarbox Family Office, Inc. | 1.138.464 $ | -190.724 $ | -14,3 % | 1.329.188 $ | +105.388 $ | +8,6 % | 1.223.800 $ | +126.647 $ | +11,5 % | 1.097.153 $ | +156.951 $ | +16,7 % |
| NWF Advisory Services Inc. | 813.242 $ | -440.040 $ | -35,1 % | 1.253.282 $ | -75.796 $ | -5,7 % | 1.329.078 $ | +401.625 $ | +43,3 % | 927.453 $ | +542.693 $ | +141,0 % |
| Nova Wealth Management, Inc. | 792.560 $ | -527.027 $ | -39,9 % | 1.319.587 $ | +99.764 $ | +8,2 % | 1.219.823 $ | +268.664 $ | +28,2 % | 951.159 $ | +193.176 $ | +25,5 % |
| Accredited Wealth Management, LLC | 1.315.973 $ | +222.490 $ | +20,3 % | |||||||||
| Greenspring Advisors, LLC | 1.029.504 $ | -282.669 $ | -21,5 % | 1.312.173 $ | +104.039 $ | +8,6 % | 1.208.134 $ | |||||
| Atlatl Advisers LLC | 710.851 $ | -106.921 $ | -13,1 % | 817.772 $ | -485.250 $ | -37,2 % | 1.303.022 $ | +231.629 $ | +21,6 % | 1.071.393 $ | +299.314 $ | +38,8 % |
| Total Clarity Wealth Management, Inc. | 1.055.781 $ | -247.224 $ | -19,0 % | 1.303.005 $ | +41.623 $ | +3,3 % | 1.261.382 $ | +177.036 $ | +16,3 % | 1.084.346 $ | +79.290 $ | +7,9 % |
| TRUSTMARK BANK TRUST DEPARTMENT | 1.114.528 $ | -186.714 $ | -14,3 % | 1.301.242 $ | +112.020 $ | +9,4 % | 1.189.222 $ | +137.623 $ | +13,1 % | 1.051.599 $ | +136.778 $ | +15,0 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.111.054 $ | -186.838 $ | -14,4 % | 1.297.892 $ | +74.174 $ | +6,1 % | 1.223.718 $ | +198.752 $ | +19,4 % | 1.024.966 $ | +250.892 $ | +32,4 % |
| CWA Asset Management Group, LLC | 1.297.111 $ | +501.731 $ | +63,1 % | 795.380 $ | -88.561 $ | -10,0 % | 883.941 $ | +294.067 $ | +49,9 % | 589.874 $ | +196.632 $ | +50,0 % |
| Aberdeen Wealth Management LLC | 1.027.844 $ | -269.166 $ | -20,8 % | 1.297.010 $ | +102.837 $ | +8,6 % | 1.194.173 $ | +109.027 $ | +10,0 % | 1.085.146 $ | +155.234 $ | +16,7 % |
| REBALANCE, LLC | 1.142.975 $ | -153.748 $ | -11,9 % | 1.296.723 $ | +102.814 $ | +8,6 % | 1.193.909 $ | +353.112 $ | +42,0 % | 840.797 $ | ||
| DRIVE WEALTH MANAGEMENT, LLC | 1.147.676 $ | -146.601 $ | -11,3 % | 1.294.277 $ | +218.288 $ | +20,3 % | 1.075.989 $ | +316.852 $ | +41,7 % | 759.137 $ | +108.660 $ | +16,7 % |
| Meadow Creek Wealth Advisors LLC | 1.272.041 $ | |||||||||||
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1.270.154 $ | +954.629 $ | +302,6 % | 315.525 $ | +25.018 $ | +8,6 % | 290.507 $ | +30.063 $ | +11,5 % | 260.444 $ | +37.258 $ | +16,7 % |
| LiftPoint Family Wealth Advisors LLC | 478.960 $ | -89.408 $ | -15,7 % | 568.368 $ | -701.050 $ | -55,2 % | 1.269.418 $ | |||||
| Marmo Financial Group, LLC | 1.264.567 $ | +100.265 $ | +8,6 % | 1.164.302 $ | +120.489 $ | +11,5 % | 1.043.813 $ | +145.766 $ | +16,2 % | |||
| KCM INVESTMENT ADVISORS LLC | 1.066.881 $ | -178.732 $ | -14,3 % | 1.245.613 $ | +58.258 $ | +4,9 % | 1.187.355 $ | -76.296 $ | -6,0 % | 1.263.651 $ | +180.770 $ | +16,7 % |
| FOCUSED ALPHA, LLC | 1.262.356 $ | |||||||||||
| MBL Wealth, LLC | 1.110.375 $ | -150.313 $ | -11,9 % | 1.260.688 $ | +343.467 $ | +37,4 % | 917.221 $ | +93.391 $ | +11,3 % | 823.830 $ | +119.162 $ | +16,9 % |
| Keel Point, LLC | 1.074.734 $ | -180.047 $ | -14,3 % | 1.254.781 $ | +366.700 $ | +41,3 % | 888.081 $ | +139.642 $ | +18,7 % | 748.439 $ | +107.066 $ | +16,7 % |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.074.507 $ | -180.098 $ | -14,4 % | 1.254.605 $ | +90.952 $ | +7,8 % | 1.163.653 $ | +104.704 $ | +9,9 % | 1.058.949 $ | +152.484 $ | +16,8 % |
| Blue Fin Capital, Inc. | 1.023.463 $ | -171.458 $ | -14,3 % | 1.194.921 $ | -54.772 $ | -4,4 % | 1.249.693 $ | +129.326 $ | +11,5 % | 1.120.367 $ | +153.288 $ | +15,9 % |
| VIMA LLC | 1.248.256 $ | |||||||||||
| BIP Wealth, LLC | 1.243.191 $ | |||||||||||
| TriCert Investment Counsel Inc. | 1.239.874 $ | |||||||||||
| NORTHCAPE WEALTH MANAGEMENT, LLC | 1.129.630 $ | -107.888 $ | -8,7 % | 1.237.518 $ | +128.067 $ | +11,5 % | 1.109.451 $ | +146.924 $ | +15,3 % | |||
| Wescott Financial Advisory Group, LLC | 1.041.132 $ | -193.637 $ | -15,7 % | 1.234.769 $ | +97.902 $ | +8,6 % | 1.136.867 $ | +117.650 $ | +11,5 % | 1.019.217 $ | +145.803 $ | +16,7 % |
| JT Stratford LLC | 917.673 $ | -162.023 $ | -15,0 % | 1.079.696 $ | -154.250 $ | -12,5 % | 1.233.946 $ | +114.452 $ | +10,2 % | 1.119.494 $ | +287.799 $ | +34,6 % |
| First Bank & Trust | 1.097.387 $ | -135.531 $ | -11,0 % | 1.232.918 $ | +132.496 $ | +12,0 % | 1.100.422 $ | +150.701 $ | +15,9 % | 949.721 $ | ||
| Beckerman Institutional, LLC | 1.050.445 $ | -180.226 $ | -14,6 % | 1.230.671 $ | +116.693 $ | +10,5 % | 1.113.978 $ | +62.256 $ | +5,9 % | 1.051.722 $ | +560.722 $ | +114,2 % |
| RESOLUTE WEALTH ADVISOR, INC. | 1.225.777 $ | +0 $ | +0,0 % | 1.225.777 $ | +0 $ | +0,0 % | ||||||
| Rose Capital Advisors LLC | 1.220.544 $ | |||||||||||
| Compass Wealth Management, LLC/GA | 1.044.907 $ | -175.051 $ | -14,3 % | 1.219.958 $ | +23.675 $ | +2,0 % | 1.196.283 $ | +123.799 $ | +11,5 % | 1.072.484 $ | +153.422 $ | +16,7 % |
| Community Bank, N.A. | 984.945 $ | -164.875 $ | -14,3 % | 1.149.820 $ | -69.915 $ | -5,7 % | 1.219.735 $ | +250.590 $ | +25,9 % | 969.145 $ | +194.329 $ | +25,1 % |
| RITHOLTZ WEALTH MANAGEMENT | 1.215.269 $ | +820.652 $ | +208,0 % | 394.617 $ | +108.739 $ | +38,0 % | 285.878 $ | +1.784 $ | +0,6 % | 284.094 $ | +43.509 $ | +18,1 % |
| Badgley Phelps Wealth Managers, LLC | 1.094.291 $ | -110.151 $ | -9,1 % | 1.204.442 $ | +381.702 $ | +46,4 % | 822.740 $ | +130.551 $ | +18,9 % | 692.189 $ | +116.107 $ | +20,2 % |
| Venture Visionary Partners LLC | 1.201.213 $ | +954.663 $ | +387,2 % | 246.550 $ | +22.795 $ | +10,2 % | 223.755 $ | +16.315 $ | +7,9 % | 207.440 $ | ||
| Alpha Financial Partners LLC | 963.497 $ | -235.025 $ | -19,6 % | 1.198.522 $ | +146.538 $ | +13,9 % | 1.051.984 $ | +109.928 $ | +11,7 % | 942.056 $ | +61.679 $ | +7,0 % |
| FIRETHORN WEALTH PARTNERS, LLC | 718.742 $ | -311.892 $ | -30,3 % | 1.030.634 $ | -163.133 $ | -13,7 % | 1.193.767 $ | +252.996 $ | +26,9 % | 940.771 $ | +333.135 $ | +54,8 % |
| Sharper & Granite LLC | 807.126 $ | -321.763 $ | -28,5 % | 1.128.889 $ | -60.252 $ | -5,1 % | 1.189.141 $ | +51.018 $ | +4,5 % | 1.138.123 $ | -195.502 $ | -14,7 % |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 517.772 $ | -84.449 $ | -14,0 % | 602.221 $ | -583.997 $ | -49,2 % | 1.186.218 $ | +95.760 $ | +8,8 % | 1.090.458 $ | +173.205 $ | +18,9 % |
| AMERICAN NATIONAL BANK & TRUST | 939.418 $ | -245.540 $ | -20,7 % | 1.184.958 $ | +93.140 $ | +8,5 % | 1.091.818 $ | +112.989 $ | +11,5 % | 978.829 $ | -178.011 $ | -15,4 % |
| Mill Capital Management, LLC | 981.177 $ | -164.375 $ | -14,3 % | 1.145.552 $ | +90.829 $ | +8,6 % | 1.054.723 $ | -127.790 $ | -10,8 % | 1.182.513 $ | +169.163 $ | +16,7 % |
| Forefront Wealth Partners, LLC | 1.178.947 $ | |||||||||||
| Cedar Wealth Management, LLC | 1.009.191 $ | -169.067 $ | -14,3 % | 1.178.258 $ | +93.421 $ | +8,6 % | 1.084.837 $ | +112.266 $ | +11,5 % | 972.571 $ | +139.130 $ | +16,7 % |
| OneAscent Financial Services LLC | 920.241 $ | -257.708 $ | -21,9 % | 1.177.949 $ | +341.005 $ | +40,7 % | 836.944 $ | +88.941 $ | +11,9 % | 748.003 $ | +56.003 $ | +8,1 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 1.177.805 $ | +135.930 $ | +13,0 % | 1.041.875 $ | +84.475 $ | +8,8 % | 957.400 $ | +726.646 $ | +314,9 % | 230.754 $ | -515.570 $ | -69,1 % |
| Atwater Malick LLC | 1.175.917 $ | +791.804 $ | +206,1 % | 384.113 $ | -40.568 $ | -9,6 % | 424.681 $ | +111.261 $ | +35,5 % | 313.420 $ | +44.835 $ | +16,7 % |
| ANGELES WEALTH MANAGEMENT, LLC | 1.006.850 $ | -168.675 $ | -14,3 % | 1.175.525 $ | +120.315 $ | +11,4 % | 1.055.210 $ | +109.200 $ | +11,5 % | 946.010 $ | +135.330 $ | +16,7 % |
| J.M. Arbour, LLC | 629.829 $ | +127.229 $ | +25,3 % | 502.600 $ | -672.255 $ | -57,2 % | 1.174.855 $ | |||||
| PDS Planning, Inc | 1.008.205 $ | -164.433 $ | -14,0 % | 1.172.638 $ | +95.055 $ | +8,8 % | 1.077.583 $ | +164.505 $ | +18,0 % | 913.078 $ | +130.761 $ | +16,7 % |
| BCU Wealth Advisors, LLC | 378.532 $ | -43.754 $ | -10,4 % | 422.286 $ | -731.140 $ | -63,4 % | 1.153.426 $ | +140.322 $ | +13,9 % | 1.013.104 $ | +757.802 $ | +296,8 % |
| Obermeyer Wealth Partners | 383.515 $ | -765.122 $ | -66,6 % | 1.148.637 $ | +89.774 $ | +8,5 % | 1.058.863 $ | -31.086 $ | -2,9 % | 1.089.949 $ | +651.683 $ | +148,7 % |
| JFS WEALTH ADVISORS, LLC | 691.521 $ | -101.743 $ | -12,8 % | 793.264 $ | -353.182 $ | -30,8 % | 1.146.446 $ | +95.792 $ | +9,1 % | 1.050.654 $ | +239.724 $ | +29,6 % |
| Cynosure Group, LLC | 688.882 $ | +54.620 $ | +8,6 % | 634.262 $ | -511.430 $ | -44,6 % | 1.145.692 $ | |||||
| TopTier Wealth Management, LLC | 980.724 $ | -164.298 $ | -14,3 % | 1.145.022 $ | +90.786 $ | +8,6 % | 1.054.236 $ | |||||
| Virtu Financial LLC | 1.142.000 $ | |||||||||||
| Hobbs Group Advisors, LLC | 874.110 $ | -146.437 $ | -14,3 % | 1.020.547 $ | -120.764 $ | -10,6 % | 1.141.311 $ | +109.543 $ | +10,6 % | 1.031.768 $ | +147.598 $ | +16,7 % |
| Itau Unibanco Holding S.A. | 512.260 $ | -627.032 $ | -55,0 % | 1.139.292 $ | +776.949 $ | +214,4 % | 362.343 $ | -101.857 $ | -21,9 % | 464.200 $ | -36.488 $ | -7,3 % |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 974.564 $ | -162.955 $ | -14,3 % | 1.137.519 $ | +508.317 $ | +80,8 % | 629.202 $ | +88.816 $ | +16,4 % | 540.386 $ | +77.338 $ | +16,7 % |
| DAVIS R M INC | 1.091.196 $ | -40.162 $ | -3,5 % | 1.131.358 $ | +45.060 $ | +4,1 % | 1.086.298 $ | +744.643 $ | +218,0 % | 341.655 $ | +48.875 $ | +16,7 % |
| Grey Ledge Advisors, LLC | 968.779 $ | -161.697 $ | -14,3 % | 1.130.476 $ | +90.181 $ | +8,7 % | 1.040.295 $ | +107.827 $ | +11,6 % | 932.468 $ | +122.802 $ | +15,2 % |
| Continuum Advisory, LLC | 927.942 $ | -178.730 $ | -16,2 % | 1.106.672 $ | -22.078 $ | -2,0 % | 1.128.750 $ | +769.485 $ | +214,2 % | 359.265 $ | +100.845 $ | +39,0 % |
| McAdam, LLC | 959.883 $ | -167.154 $ | -14,8 % | 1.127.037 $ | +235.141 $ | +26,4 % | 891.896 $ | +341.755 $ | +62,1 % | 550.141 $ | +70.780 $ | +14,8 % |
| Mission Creek Capital Partners, Inc. | 1.124.657 $ | +89.171 $ | +8,6 % | 1.035.486 $ | +107.159 $ | +11,5 % | 928.327 $ | +126.564 $ | +15,8 % | |||
| Forvis Mazars Wealth Advisors, LLC | 953.994 $ | -167.049 $ | -14,9 % | 1.121.043 $ | +93.268 $ | +9,1 % | 1.027.775 $ | +77.180 $ | +8,1 % | 950.595 $ | +170.596 $ | +21,9 % |
| Hanson & Doremus Investment Management | 974.000 $ | -142.000 $ | -12,7 % | 1.116.000 $ | +74.000 $ | +7,1 % | 1.042.000 $ | +63.000 $ | +6,4 % | 979.000 $ | +132.000 $ | +15,6 % |
| JTC Employer Solutions Trustee Ltd | 954.000 $ | -160.000 $ | -14,4 % | 1.114.000 $ | +88.000 $ | +8,6 % | 1.026.000 $ | +106.000 $ | +11,5 % | 920.000 $ | -191.000 $ | -17,2 % |
| FSM Wealth Advisors, LLC | 1.113.319 $ | +385.470 $ | +53,0 % | 727.849 $ | +57.709 $ | +8,6 % | 670.140 $ | +74.226 $ | +12,5 % | 595.914 $ | ||
| Forum Finance Group S.A. | 874.000 $ | -238.000 $ | -21,4 % | 1.112.000 $ | ||||||||
| FLAGSTAR SECURITIES, INC | 449.356 $ | -178.515 $ | -28,4 % | 627.871 $ | -67.183 $ | -9,7 % | 695.054 $ | -415.412 $ | -37,4 % | 1.110.466 $ | -2.682.640 $ | -70,7 % |
| MUIRFIELD WEALTH ADVISORS LLC | 1.106.849 $ | +129.156 $ | +13,2 % | 977.693 $ | +285.141 $ | +41,2 % | 692.552 $ | +139.107 $ | +25,1 % | |||
| Ameliora Wealth Management Ltd. | 943.875 $ | -158.125 $ | -14,3 % | 1.102.000 $ | +87.375 $ | +8,6 % | 1.014.625 $ | +105.000 $ | +11,5 % | 909.625 $ | +248.750 $ | +37,6 % |
| PKS Advisory Services, LLC | 1.095.502 $ | |||||||||||
| BOSTON FAMILY OFFICE LLC | 968.000 $ | -127.000 $ | -11,6 % | 1.095.000 $ | +411.000 $ | +60,1 % | 684.000 $ | -217.000 $ | -24,1 % | 901.000 $ | +129.000 $ | +16,7 % |
| KING LUTHER CAPITAL MANAGEMENT CORP | 832.724 $ | -256.140 $ | -23,5 % | 1.088.864 $ | +209.631 $ | +23,8 % | 879.233 $ | +243.951 $ | +38,4 % | 635.282 $ | -448.535 $ | -41,4 % |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.088.496 $ | +316.655 $ | +41,0 % | 771.841 $ | +548.623 $ | +245,8 % | 223.218 $ | +23.100 $ | +11,5 % | 200.118 $ | ||
| PINNACLE ASSOCIATES LTD | 923.336 $ | -164.382 $ | -15,1 % | 1.087.718 $ | +69.927 $ | +6,9 % | 1.017.791 $ | +111.950 $ | +12,4 % | 905.841 $ | +127.276 $ | +16,3 % |
| Curi Capital, LLC | 1.061.671 $ | -17.673 $ | -1,6 % | 1.079.344 $ | +93.046 $ | +9,4 % | 986.298 $ | +313.903 $ | +46,7 % | 672.395 $ | +82.530 $ | +14,0 % |
| Riverbend Wealth Management, LLC | 998.544 $ | -69.603 $ | -6,5 % | 1.068.147 $ | +88.750 $ | +9,1 % | 979.397 $ | +441.772 $ | +82,2 % | 537.625 $ | +80.651 $ | +17,6 % |
| First Growth Capital LLC | 656.786 $ | -249.879 $ | -27,6 % | 906.665 $ | -156.367 $ | -14,7 % | 1.063.032 $ | |||||
| GLR Partners, LLC | 903.855 $ | -151.420 $ | -14,3 % | 1.055.275 $ | ||||||||
| Farringdon Capital, Ltd. | 1.048.716 $ | |||||||||||
| Beacon Financial Advisory LLC | 813.394 $ | -198.859 $ | -19,6 % | 1.012.253 $ | -35.489 $ | -3,4 % | 1.047.742 $ | +211.833 $ | +25,3 % | 835.909 $ | +194.349 $ | +30,3 % |
| Riverpoint Wealth Management Holdings, LLC | 813.885 $ | -136.347 $ | -14,3 % | 950.232 $ | -94.629 $ | -9,1 % | 1.044.861 $ | +108.129 $ | +11,5 % | 936.732 $ | ||
| Colony Family Offices, LLC | 892.528 $ | -149.523 $ | -14,3 % | 1.042.051 $ | +82.622 $ | +8,6 % | 959.429 $ | +99.288 $ | +11,5 % | 860.141 $ | +123.046 $ | +16,7 % |
| Axecap Investments, LLC | 295.471 $ | -66.426 $ | -18,4 % | 361.897 $ | -650.131 $ | -64,2 % | 1.012.028 $ | -29.747 $ | -2,9 % | 1.041.775 $ | +157.573 $ | +17,8 % |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 839.664 $ | -196.913 $ | -19,0 % | 1.036.577 $ | +59.947 $ | +6,1 % | 976.630 $ | +77.782 $ | +8,7 % | 898.848 $ | +123.594 $ | +15,9 % |
| Retirement Wealth Solutions LLC | 465.369 $ | -65.178 $ | -12,3 % | 530.547 $ | -503.965 $ | -48,7 % | 1.034.512 $ | +30.722 $ | +3,1 % | 1.003.790 $ | +510.335 $ | +103,4 % |
| United Asset Strategies, Inc. | 676.041 $ | -156.013 $ | -18,8 % | 832.054 $ | +142.353 $ | +20,6 % | 689.701 $ | -342.905 $ | -33,2 % | 1.032.606 $ | -304.704 $ | -22,8 % |
| Exchange Bank | 851.980 $ | -177.465 $ | -17,2 % | 1.029.445 $ | +218.638 $ | +27,0 % | 810.807 $ | +136.302 $ | +20,2 % | 674.505 $ | +126.673 $ | +23,1 % |
| Legacy Wealth Partners, LLC | 281.759 $ | -746.422 $ | -72,6 % | 1.028.181 $ | ||||||||
| Founders Financial Alliance, LLC | 1.027.402 $ | +815.112 $ | +384,0 % | 212.290 $ | ||||||||
| Bogart Wealth, LLC | 869.845 $ | -156.687 $ | -15,3 % | 1.026.532 $ | +72.672 $ | +7,6 % | 953.860 $ | +150.989 $ | +18,8 % | 802.871 $ | +117.971 $ | +17,2 % |
| HANCOCK WHITNEY CORP | 890.036 $ | -134.672 $ | -13,1 % | 1.024.708 $ | +67.957 $ | +7,1 % | 956.751 $ | +99.012 $ | +11,5 % | 857.739 $ | +122.702 $ | +16,7 % |
| Cordgrass Capital Advisors, LLC | 566.781 $ | -457.666 $ | -44,7 % | 1.024.447 $ | +93.500 $ | +10,0 % | 930.947 $ | +133.176 $ | +16,7 % | |||
| Aspire Private Capital, LLC | 257.489 $ | +2.266 $ | +0,9 % | 255.223 $ | -409.478 $ | -61,6 % | 664.701 $ | -358.931 $ | -35,1 % | 1.023.632 $ | +649.472 $ | +173,6 % |
| GREENLEAF TRUST | 927.263 $ | -91.426 $ | -9,0 % | 1.018.689 $ | +317.705 $ | +45,3 % | 700.984 $ | +52.894 $ | +8,2 % | 648.090 $ | +77.745 $ | +13,6 % |
| ASPIRIANT, LLC | 1.016.969 $ | +202.459 $ | +24,9 % | 814.510 $ | +64.580 $ | +8,6 % | 749.930 $ | +178.394 $ | +31,2 % | 571.536 $ | +90.366 $ | +18,8 % |
| Hirtle & Co., LLC | 729.276 $ | -280.332 $ | -27,8 % | 1.009.608 $ | +80.049 $ | +8,6 % | 929.559 $ | +27.065 $ | +3,0 % | 902.494 $ | +129.105 $ | +16,7 % |
| Werba Rubin Papier Wealth Management | 864.061 $ | -144.754 $ | -14,3 % | 1.008.815 $ | +79.987 $ | +8,6 % | 928.828 $ | +96.121 $ | +11,5 % | 832.707 $ | +119.122 $ | +16,7 % |
| MARIPAU WEALTH MANAGEMENT LLC | 586.074 $ | -133.338 $ | -18,5 % | 719.412 $ | -282.040 $ | -28,2 % | 1.001.452 $ | +62.514 $ | +6,7 % | 938.938 $ | +102.967 $ | +12,3 % |
| Belpointe Asset Management LLC | 756.686 $ | -168.465 $ | -18,2 % | 925.151 $ | -74.701 $ | -7,5 % | 999.852 $ | +366.826 $ | +57,9 % | 633.026 $ | +163.982 $ | +35,0 % |
| XML Financial, LLC | 883.891 $ | -113.721 $ | -11,4 % | 997.612 $ | +60.561 $ | +6,5 % | 937.051 $ | +392.586 $ | +72,1 % | 544.465 $ | +88.800 $ | +19,5 % |
| XTX Topco Ltd | 992.526 $ | -102.765 $ | -9,4 % | |||||||||
| Global Financial Private Client, LLC | 920.165 $ | -70.930 $ | -7,2 % | 991.095 $ | +26.633 $ | +2,8 % | 964.462 $ | +103.811 $ | +12,1 % | 860.651 $ | +157.791 $ | +22,4 % |
| W.G. Shaheen & Associates DBA Whitney & Co | 831.120 $ | -155.986 $ | -15,8 % | 987.106 $ | +57.811 $ | +6,2 % | 929.295 $ | +74.655 $ | +8,7 % | 854.640 $ | +4.430 $ | +0,5 % |
| Sound Portfolio Advisors, LLC | 800.040 $ | -182.995 $ | -18,6 % | 983.035 $ | +64.124 $ | +7,0 % | 918.911 $ | |||||
| WISCONSIN CAPITAL MANAGEMENT LLC | 841.181 $ | -140.921 $ | -14,3 % | 982.102 $ | +102.219 $ | +11,6 % | 879.883 $ | +149.272 $ | +20,4 % | 730.611 $ | +279.125 $ | +61,8 % |
| SouthState Bank Corp | 543.473 $ | -187.104 $ | -25,6 % | 730.577 $ | -250.234 $ | -25,5 % | 980.811 $ | +558.798 $ | +132,4 % | 422.013 $ | -76.215 $ | -15,3 % |
| TOWNSQUARE CAPITAL LLC | 979.557 $ | -269.389 $ | -21,6 % | |||||||||
| Diesslin Group, Inc. | 823.361 $ | +59.543 $ | +7,8 % | 763.818 $ | -214.281 $ | -21,9 % | 978.099 $ | |||||
| North Forty Two & Co. | 911.330 $ | -63.191 $ | -6,5 % | 974.521 $ | +81.326 $ | +9,1 % | 893.195 $ | +112.446 $ | +14,4 % | 780.749 $ | +111.689 $ | +16,7 % |
| RCW Management, LLC | 832.120 $ | -139.403 $ | -14,3 % | 971.523 $ | +10.795 $ | +1,1 % | 960.728 $ | |||||
| Advisor Resource Council | 967.733 $ | +6.744 $ | +0,7 % | 960.989 $ | ||||||||
| RAINIER FAMILY WEALTH INC | 827.364 $ | -138.606 $ | -14,3 % | 965.970 $ | ||||||||
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 870.329 $ | -95.376 $ | -9,9 % | 965.705 $ | +76.568 $ | +8,6 % | 889.137 $ | +96.890 $ | +12,2 % | 792.247 $ | +113.333 $ | +16,7 % |
| Wagner Wealth Management, Corp | 964.137 $ | |||||||||||
| Summit Wealth Partners, LLC | 899.777 $ | -61.167 $ | -6,4 % | 960.944 $ | +440.238 $ | +84,5 % | 520.706 $ | +132.915 $ | +34,3 % | 387.791 $ | +35.644 $ | +10,1 % |
| J. M. Brown & Associates Inc. | 956.159 $ | |||||||||||
| Financial Advocates Investment Management | 952.122 $ | -939.348 $ | -49,7 % | |||||||||
| KORNITZER CAPITAL MANAGEMENT INC /KS | 783.718 $ | -131.295 $ | -14,3 % | 915.013 $ | -35.325 $ | -3,7 % | 950.338 $ | +107 $ | +0,0 % | 950.231 $ | +613 $ | +0,1 % |
| Colonial Trust Co / SC | 705.987 $ | -243.283 $ | -25,6 % | 949.270 $ | +58.706 $ | +6,6 % | 890.564 $ | +70.664 $ | +8,6 % | 819.900 $ | +117.290 $ | +16,7 % |
| Arrowroot Family Office, LLC | 804.937 $ | -142.078 $ | -15,0 % | 947.015 $ | +57.879 $ | +6,5 % | 889.136 $ | +123.959 $ | +16,2 % | 765.177 $ | +110.834 $ | +16,9 % |
| PRIVATE CLIENT SERVICES, LLC | 934.436 $ | -7.113 $ | -0,8 % | 941.549 $ | +100.709 $ | +12,0 % | 840.840 $ | +107.391 $ | +14,6 % | 733.449 $ | +228.832 $ | +45,3 % |
| Birch Hill Investment Advisors LLC | 804.333 $ | -134.747 $ | -14,3 % | 939.080 $ | +155.627 $ | +19,9 % | 783.453 $ | +81.077 $ | +11,5 % | 702.376 $ | ||
| Trivium Point Advisory, LLC | 872.820 $ | +111.118 $ | +14,6 % | 761.702 $ | -176.786 $ | -18,8 % | 938.488 $ | +148.933 $ | +18,9 % | 789.555 $ | +112.949 $ | +16,7 % |
| South Shore Capital Advisors | 761.594 $ | -175.018 $ | -18,7 % | 936.612 $ | +78.970 $ | +9,2 % | 857.642 $ | |||||
| Texas Yale Capital Corp. | 800.406 $ | -134.090 $ | -14,3 % | 934.496 $ | +74.094 $ | +8,6 % | 860.402 $ | +89.040 $ | +11,5 % | 771.362 $ | +110.346 $ | +16,7 % |
| Fairvoy Private Wealth, LLC | 810.615 $ | -75.040 $ | -8,5 % | 885.655 $ | -47.800 $ | -5,1 % | 933.455 $ | +81.100 $ | +9,5 % | 852.355 $ | +120.062 $ | +16,4 % |
| Urban Wealth Management, LLC | 779.414 $ | -151.291 $ | -16,3 % | 930.705 $ | +73.793 $ | +8,6 % | 856.912 $ | |||||
| Evolution Wealth Advisors, LLC | 844.730 $ | -80.686 $ | -8,7 % | 925.416 $ | +204.870 $ | +28,4 % | 720.546 $ | +74.712 $ | +11,6 % | 645.834 $ | +100.808 $ | +18,5 % |
| DOLIVER ADVISORS, LP | 695.825 $ | -116.569 $ | -14,3 % | 812.394 $ | +6.782 $ | +0,8 % | 805.612 $ | -114.929 $ | -12,5 % | 920.541 $ | +55.296 $ | +6,4 % |
| APPLETON PARTNERS INC/MA | 766.000 $ | -150.000 $ | -16,4 % | 916.000 $ | +62.000 $ | +7,3 % | 854.000 $ | +87.000 $ | +11,3 % | 767.000 $ | +102.000 $ | +15,3 % |
| Phoenix Wealth Advisors | 771.335 $ | -139.975 $ | -15,4 % | 911.310 $ | +44.414 $ | +5,1 % | 866.896 $ | +81.562 $ | +10,4 % | 785.334 $ | +100.247 $ | +14,6 % |
| BXM Wealth LLC | 777.753 $ | -130.295 $ | -14,3 % | 908.048 $ | +71.997 $ | +8,6 % | 836.051 $ | +181.121 $ | +27,7 % | 654.930 $ | +18.110 $ | +2,8 % |
| Pinnacle Bancorp, Inc. | 777.300 $ | -130.219 $ | -14,3 % | 907.519 $ | +71.955 $ | +8,6 % | 835.564 $ | +157.275 $ | +23,2 % | 678.289 $ | +42.466 $ | +6,7 % |
| Advisory Advocates, LLC | 685.404 $ | -172.922 $ | -20,1 % | 858.326 $ | -48.181 $ | -5,3 % | 906.507 $ | |||||
| W ADVISORS, LLC | 420.817 $ | -158.571 $ | -27,4 % | 579.388 $ | -324.115 $ | -35,9 % | 903.503 $ | +179.878 $ | +24,9 % | 723.625 $ | +231.729 $ | +47,1 % |
| SENTINEL PENSION ADVISORS, LLC | 764.589 $ | -138.258 $ | -15,3 % | 902.847 $ | +70.124 $ | +8,4 % | 832.723 $ | +83.265 $ | +11,1 % | 749.458 $ | +63.560 $ | +9,3 % |
| Greykasell Wealth Strategies, Inc. | 773.197 $ | -129.532 $ | -14,3 % | 902.729 $ | +71.575 $ | +8,6 % | 831.154 $ | +769.445 $ | +1.246,9 % | 61.709 $ | +8.828 $ | +16,7 % |
| Disciplined Investors, L.L.C. | 900.985 $ | +39.221 $ | +4,6 % | 861.764 $ | +163.702 $ | +23,5 % | 698.062 $ | +102.803 $ | +17,3 % | 595.259 $ | +94.508 $ | +18,9 % |
| Valmark Advisers, Inc. | 773.524 $ | -122.182 $ | -13,6 % | 895.706 $ | +95.938 $ | +12,0 % | 799.768 $ | +36.047 $ | +4,7 % | 763.721 $ | +109.378 $ | +16,7 % |
| INSPIRION WEALTH ADVISORS, LLC | 771.222 $ | -123.866 $ | -13,8 % | 895.088 $ | +70.969 $ | +8,6 % | 824.119 $ | +319.515 $ | +63,3 % | 504.604 $ | -128.537 $ | -20,3 % |
| Essex Bank | 762.119 $ | -130.484 $ | -14,6 % | 892.603 $ | +24.168 $ | +2,8 % | 868.435 $ | +164.243 $ | +23,3 % | 704.192 $ | +121.189 $ | +20,8 % |
| LVW Advisors, LLC | 764.162 $ | -128.018 $ | -14,3 % | 892.180 $ | ||||||||
| Blue Chip Partners, LLC | 743.245 $ | -148.582 $ | -16,7 % | 891.827 $ | +50.094 $ | +6,0 % | 841.733 $ | +78.885 $ | +10,3 % | 762.848 $ | +115.863 $ | +17,9 % |
| Advisor OS, LLC | 631.796 $ | -259.644 $ | -29,1 % | 891.440 $ | +454.664 $ | +104,1 % | 436.776 $ | +26.062 $ | +6,3 % | 410.714 $ | +149.176 $ | +57,0 % |
| DGS Capital Management, LLC | 888.036 $ | +299.472 $ | +50,9 % | 588.564 $ | +59.235 $ | +11,2 % | 529.329 $ | +68.302 $ | +14,8 % | |||
| PENNINGTON PARTNERS & CO., LLC | 757.750 $ | -129.324 $ | -14,6 % | 887.074 $ | +70.334 $ | +8,6 % | 816.740 $ | +542.397 $ | +197,7 % | 274.343 $ | +39.246 $ | +16,7 % |
| Crestwood Advisors Group, LLC | 754.873 $ | -131.576 $ | -14,8 % | 886.449 $ | +157.624 $ | +21,6 % | 728.825 $ | +93.616 $ | +14,7 % | 635.209 $ | +90.869 $ | +16,7 % |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 755.100 $ | -126.500 $ | -14,3 % | 881.600 $ | +69.900 $ | +8,6 % | 811.700 $ | +84.000 $ | +11,5 % | 727.700 $ | +104.100 $ | +16,7 % |
| Capital Squared Financial LLC | 544.503 $ | -332.926 $ | -37,9 % | 877.429 $ | +213.377 $ | +32,1 % | 664.052 $ | +31.826 $ | +5,0 % | 632.226 $ | +90.754 $ | +16,8 % |
| Tradition Wealth Management, LLC | 705.792 $ | -32.548 $ | -4,4 % | 738.340 $ | -112.646 $ | -13,2 % | 850.986 $ | -25.310 $ | -2,9 % | 876.296 $ | +193.329 $ | +28,3 % |
| PURE PORTFOLIOS HOLDINGS LLC | 875.789 $ | +142.954 $ | +19,5 % | 732.835 $ | +102.340 $ | +16,2 % | ||||||
| Family Investment Center, Inc. | 432.268 $ | -401.374 $ | -48,1 % | 833.642 $ | -41.033 $ | -4,7 % | 874.675 $ | +139.171 $ | +18,9 % | 735.504 $ | +118.525 $ | +19,2 % |
| Armbruster Capital Management, Inc. | 218.979 $ | -444.425 $ | -67,0 % | 663.404 $ | -87.419 $ | -11,6 % | 750.823 $ | -122.417 $ | -14,0 % | 873.240 $ | +124.920 $ | +16,7 % |
| Euro Pacific Asset Management, LLC | 255.000 $ | -428.000 $ | -62,7 % | 683.000 $ | -190.000 $ | -21,8 % | 873.000 $ | +214.000 $ | +32,5 % | 659.000 $ | -471.000 $ | -41,7 % |
| GWN SECURITIES INC. | 863.195 $ | +14.188 $ | +1,7 % | 849.007 $ | +7.254 $ | +0,9 % | 841.753 $ | +256.136 $ | +43,7 % | 585.617 $ | +185.205 $ | +46,3 % |
| SFMG, LLC | 735.240 $ | -123.033 $ | -14,3 % | 858.273 $ | +145.637 $ | +20,4 % | 712.636 $ | |||||
| Frank, Rimerman Advisors LLC | 734.637 $ | -123.072 $ | -14,3 % | 857.709 $ | +68.006 $ | +8,6 % | 789.703 $ | +81.724 $ | +11,5 % | 707.979 $ | +101.279 $ | +16,7 % |
| GC Wealth Management RIA, LLC | 724.972 $ | -131.679 $ | -15,4 % | 856.651 $ | +30.665 $ | +3,7 % | 825.986 $ | +45.455 $ | +5,8 % | 780.531 $ | +91.640 $ | +13,3 % |
| EPG Wealth Management LLC | 730.182 $ | -122.325 $ | -14,3 % | 852.507 $ | +67.593 $ | +8,6 % | 784.914 $ | +81.228 $ | +11,5 % | 703.686 $ | +100.665 $ | +16,7 % |
| New Millennium Group LLC | 852.447 $ | +134.935 $ | +18,8 % | 717.512 $ | +651.348 $ | +984,4 % | ||||||
| Compass Financial Group, Inc. (Ohio) | 805.314 $ | -46.400 $ | -5,4 % | 851.714 $ | +234.010 $ | +37,9 % | 617.704 $ | |||||
| Astoria Portfolio Advisors LLC. | 786.583 $ | +25.854 $ | +3,4 % | 760.729 $ | -90.697 $ | -10,7 % | 851.426 $ | +132.824 $ | +18,5 % | 718.602 $ | +197.529 $ | +37,9 % |
| Entelevest, LLC | 757.349 $ | -93.748 $ | -11,0 % | 851.097 $ | +209.264 $ | +32,6 % | 641.833 $ | |||||
| Black Diamond Financial, LLC | 725.275 $ | -121.500 $ | -14,3 % | 846.775 $ | +75.497 $ | +9,8 % | 771.278 $ | +69.485 $ | +9,9 % | 701.793 $ | +100.393 $ | +16,7 % |
| 17 CAPITAL PARTNERS, LLC | 836.651 $ | -7.834 $ | -0,9 % | 844.485 $ | +198.859 $ | +30,8 % | 645.626 $ | |||||
| HBK Sorce Advisory LLC | 783.752 $ | -58.092 $ | -6,9 % | 841.844 $ | +122.614 $ | +17,0 % | 719.230 $ | +143.386 $ | +24,9 % | 575.844 $ | +134.085 $ | +30,4 % |
| Benchmark Financial Wealth Advisors, LLC | 703.829 $ | -137.923 $ | -16,4 % | 841.752 $ | ||||||||
| Vantage Point Financial LLC | 318.426 $ | -23.811 $ | -7,0 % | 342.237 $ | -496.493 $ | -59,2 % | 838.730 $ | +199.227 $ | +31,2 % | 639.503 $ | +253.058 $ | +65,5 % |
| Fisher Asset Management, LLC | 554.055 $ | -284.487 $ | -33,9 % | 838.542 $ | +4.572 $ | +0,5 % | 833.970 $ | +575.103 $ | +222,2 % | 258.867 $ | -370.209 $ | -58,8 % |
| Councilor Wealth, LLC | 708.057 $ | -125.231 $ | -15,0 % | 833.288 $ | +72.563 $ | +9,5 % | 760.725 $ | +78.725 $ | +11,5 % | 682.000 $ | +101.615 $ | +17,5 % |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 56.819 $ | -775.306 $ | -93,2 % | 832.125 $ | +119.038 $ | +16,7 % | ||||||
| KKM Financial LLC | 714.400 $ | -117.024 $ | -14,1 % | 831.424 $ | +0 $ | +0,0 % | 831.424 $ | +199.562 $ | +31,6 % | 631.862 $ | +90.390 $ | +16,7 % |
| COZAD ASSET MANAGEMENT INC | 711.227 $ | -119.150 $ | -14,3 % | 830.377 $ | +60.157 $ | +7,8 % | 770.220 $ | +101.539 $ | +15,2 % | 668.681 $ | +239.085 $ | +55,7 % |
| WORLD EQUITY GROUP, INC. | 647.633 $ | -23.422 $ | -3,5 % | 671.055 $ | -158.340 $ | -19,1 % | 829.395 $ | +354.132 $ | +74,5 % | 475.263 $ | -180.692 $ | -27,5 % |
| STALEY CAPITAL ADVISERS INC | 692.880 $ | -133.708 $ | -16,2 % | 826.588 $ | +57.421 $ | +7,5 % | 769.167 $ | +79.453 $ | +11,5 % | 689.714 $ | +92.430 $ | +15,5 % |
| Advance Capital Management, Inc. | 800.406 $ | -24.772 $ | -3,0 % | 825.178 $ | +87.343 $ | +11,8 % | 737.835 $ | -20.137 $ | -2,7 % | 757.972 $ | +131.753 $ | +21,0 % |
| Capital Investment Management, Inc. | 376.950 $ | +52.343 $ | +16,1 % | 324.607 $ | -497.970 $ | -60,5 % | 822.577 $ | |||||
| Aureus Asset Management, LLC | 644.191 $ | -177.654 $ | -21,6 % | 821.845 $ | +600.657 $ | +271,6 % | 221.188 $ | |||||
| Williams & Novak Wealth Management, LLC | 447.321 $ | -83.943 $ | -15,8 % | 531.264 $ | +50.413 $ | +10,5 % | 480.851 $ | -339.149 $ | -41,4 % | 820.000 $ | +75.921 $ | +10,2 % |
| BKM Wealth Management, LLC | 666.300 $ | -150.678 $ | -18,4 % | 816.978 $ | +61.529 $ | +8,1 % | 755.449 $ | +139.088 $ | +22,6 % | 616.361 $ | +138.060 $ | +28,9 % |
| Towne Trust Company, N.A | 701.563 $ | -113.917 $ | -14,0 % | 815.480 $ | +28.131 $ | +3,6 % | 787.349 $ | +81.480 $ | +11,5 % | 705.869 $ | +82.269 $ | +13,2 % |
| Laird Norton Wetherby Wealth Management, LLC | 815.389 $ | +138.782 $ | +20,5 % | |||||||||
| Henderson Brothers Financial Partners, LLC | 351.347 $ | -462.017 $ | -56,8 % | 813.364 $ | ||||||||
| PROATHLETE WEALTH MANAGEMENT LLC | 692.350 $ | -115.988 $ | -14,3 % | 808.338 $ | +583.254 $ | +259,1 % | 225.084 $ | +63.753 $ | +39,5 % | 161.331 $ | +70.535 $ | +77,7 % |
| Heritage Financial Services, LLC | 498.871 $ | -306.330 $ | -38,0 % | 805.201 $ | ||||||||
| SFE Investment Counsel | 688.953 $ | -115.419 $ | -14,3 % | 804.372 $ | +30.660 $ | +4,0 % | 773.712 $ | +66.606 $ | +9,4 % | 707.106 $ | +101.154 $ | +16,7 % |
| BTC Capital Management, Inc. | 523.208 $ | -281.075 $ | -34,9 % | 804.283 $ | +487.719 $ | +154,1 % | 316.564 $ | +32.760 $ | +11,5 % | 283.804 $ | +40.600 $ | +16,7 % |
| Integrated Investment Consultants, LLC | 601.966 $ | -100.846 $ | -14,3 % | 702.812 $ | +11.081 $ | +1,6 % | 691.731 $ | -109.066 $ | -13,6 % | 800.797 $ | +113.854 $ | +16,6 % |
| a16z Perennial Management, L.P. | 683.251 $ | -114.245 $ | -14,3 % | 797.496 $ | +63.356 $ | +8,6 % | 734.140 $ | |||||
| Magnus Financial Group LLC | 644.251 $ | -149.718 $ | -18,9 % | 793.969 $ | +267.582 $ | +50,8 % | 526.387 $ | +56.657 $ | +12,1 % | 469.730 $ | +100.808 $ | +27,3 % |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 679.590 $ | -113.850 $ | -14,3 % | 793.440 $ | +56.579 $ | +7,7 % | 736.861 $ | +81.931 $ | +12,5 % | 654.930 $ | +93.690 $ | +16,7 % |
| TCFG WEALTH MANAGEMENT, LLC | 793.440 $ | +54.712 $ | +7,4 % | 738.728 $ | +3.169 $ | +0,4 % | 735.559 $ | +206.809 $ | +39,1 % | |||
| Financial Gravity Asset Management, Inc. | 793.440 $ | |||||||||||
| TCFG Investment Advisors, LLC | 686.084 $ | -107.356 $ | -13,5 % | 793.440 $ | ||||||||
| INGALLS & SNYDER LLC | 687.000 $ | -106.000 $ | -13,4 % | 793.000 $ | +160.000 $ | +25,3 % | 633.000 $ | +30.000 $ | +5,0 % | 603.000 $ | +84.000 $ | +16,2 % |
| JPL Wealth Management, LLC | 791.798 $ | +482.444 $ | +156,0 % | 309.354 $ | ||||||||
| SeaCrest Wealth Management, LLC | 692.880 $ | -97.651 $ | -12,4 % | 790.531 $ | +65.407 $ | +9,0 % | 725.124 $ | +95.242 $ | +15,1 % | 629.882 $ | +67.021 $ | +11,9 % |
| Nilsine Partners, LLC | 677.551 $ | -112.701 $ | -14,3 % | 790.252 $ | +61.914 $ | +8,5 % | 728.338 $ | +285.751 $ | +64,6 % | 442.587 $ | +63.313 $ | +16,7 % |
| Three Cord True Wealth Management, LLC | 676.270 $ | -113.291 $ | -14,3 % | 789.561 $ | +71.773 $ | +10,0 % | 717.788 $ | +74.282 $ | +11,5 % | 643.506 $ | +92.056 $ | +16,7 % |
| High Point Wealth Management, LLC | 645.384 $ | -134.568 $ | -17,3 % | 779.952 $ | +427.268 $ | +121,1 % | 352.684 $ | |||||
| Financial Synergies Wealth Advisors, Inc. | 539.368 $ | -122.890 $ | -18,6 % | 662.258 $ | -116.244 $ | -14,9 % | 778.502 $ | +83.475 $ | +12,0 % | 695.027 $ | +1.272 $ | +0,2 % |
| Avid Wealth Partners LLC | 777.451 $ | |||||||||||
| PEAPACK GLADSTONE FINANCIAL CORP | 438.000 $ | -75.000 $ | -14,6 % | 513.000 $ | +38.000 $ | +8,0 % | 475.000 $ | -299.000 $ | -38,6 % | 774.000 $ | +205.000 $ | +36,0 % |
| Net Worth Advisory Group | 657.684 $ | -113.199 $ | -14,7 % | 770.883 $ | +565.824 $ | +275,9 % | 205.059 $ | -467.185 $ | -69,5 % | |||
| Cove Private Wealth, LLC | 769.824 $ | |||||||||||
| Curry Webb Wealth Management LLC | 314.348 $ | -112.523 $ | -26,4 % | 426.871 $ | -340.429 $ | -44,4 % | 767.300 $ | |||||
| Indivisible Partners | 565.117 $ | -200.319 $ | -26,2 % | 765.436 $ | +65.168 $ | +9,3 % | 700.268 $ | |||||
| Clarity Financial LLC | 513.166 $ | -57.053 $ | -10,0 % | 570.219 $ | -195.052 $ | -25,5 % | 765.271 $ | +36.188 $ | +5,0 % | 729.083 $ | +197.779 $ | +37,2 % |
| CX Institutional | 764.000 $ | +287.000 $ | +60,2 % | 477.000 $ | -36.000 $ | -7,0 % | 513.000 $ | +20.000 $ | +4,1 % | 493.000 $ | +386.000 $ | +360,7 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 551.926 $ | -132.713 $ | -19,4 % | 684.639 $ | -76.492 $ | -10,0 % | 761.131 $ | +294.076 $ | +63,0 % | 467.055 $ | +4.157 $ | +0,9 % |
| Benchmark Investment Advisors LLC | 531.264 $ | -229.529 $ | -30,2 % | 760.793 $ | +228.092 $ | +42,8 % | 532.701 $ | |||||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 715.457 $ | -8.513 $ | -1,2 % | 723.970 $ | -35.944 $ | -4,7 % | 759.914 $ | +86.355 $ | +12,8 % | 673.559 $ | +181.227 $ | +36,8 % |
| PATTEN & PATTEN INC/TN | 590.337 $ | -165.635 $ | -21,9 % | 755.972 $ | +7.179 $ | +1,0 % | 748.793 $ | +41.105 $ | +5,8 % | 707.688 $ | +100.302 $ | +16,5 % |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 646.819 $ | -108.360 $ | -14,3 % | 755.179 $ | +59.877 $ | +8,6 % | 695.302 $ | +62.931 $ | +10,0 % | 632.371 $ | +90.463 $ | +16,7 % |
| BDFS Capital LLC | 752.533 $ | +373.357 $ | +98,5 % | 379.176 $ | +104.821 $ | +38,2 % | 274.355 $ | |||||
| Facet Wealth, Inc. | 751.766 $ | +61.713 $ | +8,9 % | 690.053 $ | +144.803 $ | +26,6 % | 545.250 $ | +314.060 $ | +135,8 % | 231.190 $ | ||
| Compass Ion Advisors, LLC | 643.346 $ | -107.778 $ | -14,3 % | 751.124 $ | +77.900 $ | +11,6 % | 673.224 $ | +70.979 $ | +11,8 % | 602.245 $ | +86.153 $ | +16,7 % |
| First Nebraska Trust Co | 641.835 $ | -107.525 $ | -14,3 % | 749.360 $ | +59.415 $ | +8,6 % | 689.945 $ | +71.400 $ | +11,5 % | 618.545 $ | +88.485 $ | +16,7 % |
| Brand Asset Management Group, Inc. | 620.676 $ | -127.832 $ | -17,1 % | 748.508 $ | +13.851 $ | +1,9 % | 734.657 $ | +106.337 $ | +16,9 % | 628.320 $ | ||
| Capital Planning Advisors, LLC | 746.186 $ | +59.163 $ | +8,6 % | 687.023 $ | +71.098 $ | +11,5 % | 615.925 $ | +88.110 $ | +16,7 % | |||
| CHILTON INVESTMENT CO INC. | 269.722 $ | -45.186 $ | -14,3 % | 314.908 $ | -430.801 $ | -57,8 % | 745.709 $ | +306.906 $ | +69,9 % | 438.803 $ | ||
| COFG Advisors, LLC | 708.133 $ | -33.733 $ | -4,5 % | 741.866 $ | +80.412 $ | +12,2 % | 661.454 $ | |||||
| Fiduciary Alliance LLC | 554.545 $ | -185.513 $ | -25,1 % | 740.058 $ | +368.786 $ | +99,3 % | 371.272 $ | +32.964 $ | +9,7 % | 338.308 $ | +48.396 $ | +16,7 % |
| Avos Capital Management, LLC | 536.443 $ | -202.426 $ | -27,4 % | 738.869 $ | ||||||||
| Sivia Capital Partners, LLC | 732.223 $ | -2.228 $ | -0,3 % | 734.451 $ | +196.173 $ | +36,4 % | 538.278 $ | |||||
| J. Safra Sarasin Holding AG | 734.024 $ | |||||||||||
| Optiver Holding B.V. | 730.975 $ | |||||||||||
| Winch Advisory Services, LLC | 624.845 $ | -104.679 $ | -14,3 % | 729.524 $ | +49.725 $ | +7,3 % | 679.799 $ | +10.679 $ | +1,6 % | 669.120 $ | +95.720 $ | +16,7 % |
| Berkeley Capital Partners, LLC | 728.996 $ | +41.080 $ | +6,0 % | 687.916 $ | +41.500 $ | +6,4 % | 646.416 $ | +105.318 $ | +19,5 % | |||
| Causey Wealth LLC | 624.116 $ | -104.357 $ | -14,3 % | 728.473 $ | +473.996 $ | +186,3 % | 254.477 $ | |||||
| REGIMEN WEALTH, LLC | 600.909 $ | -97.495 $ | -14,0 % | 698.404 $ | -28.717 $ | -3,9 % | 727.121 $ | +69.207 $ | +10,5 % | 657.914 $ | +97.485 $ | +17,4 % |
| STERLING INVESTMENT ADVISORS LLC /ADV | 608.712 $ | -101.976 $ | -14,3 % | 710.688 $ | +55.553 $ | +8,5 % | 655.135 $ | -71.785 $ | -9,9 % | 726.920 $ | -105.124 $ | -12,6 % |
| Madson Wealth Advisors Inc | 509.995 $ | -215.209 $ | -29,7 % | 725.204 $ | ||||||||
| Moment Partners, LLC | 725.116 $ | +164.423 $ | +29,3 % | 560.693 $ | +303.458 $ | +118,0 % | ||||||
| Helium Advisors LLC | 425.121 $ | -19.470 $ | -4,4 % | 444.591 $ | +35.088 $ | +8,6 % | 409.503 $ | -313.831 $ | -43,4 % | 723.334 $ | +103.476 $ | +16,7 % |
| TCW GROUP INC | 618.804 $ | -103.667 $ | -14,3 % | 722.471 $ | +105.985 $ | +17,2 % | 616.486 $ | |||||
| PlanVest Financial, Inc | 581.378 $ | -139.785 $ | -19,4 % | 721.163 $ | ||||||||
| Index Technologies Group LLC | 602.041 $ | -118.050 $ | -16,4 % | 720.091 $ | +83.312 $ | +13,1 % | 636.779 $ | |||||
| PUREfi Wealth, LLC | 241.859 $ | -19.006 $ | -7,3 % | 260.865 $ | -458.382 $ | -63,7 % | 719.247 $ | +84.693 $ | +13,3 % | 634.554 $ | +195.165 $ | +44,4 % |
| Pallas Capital Advisors LLC | 615.935 $ | -103.186 $ | -14,3 % | 719.121 $ | +52.391 $ | +7,9 % | 666.730 $ | +313.723 $ | +88,9 % | 353.007 $ | +50.935 $ | +16,9 % |
| SVB WEALTH LLC | 612.537 $ | -106.143 $ | -14,8 % | 718.680 $ | +56.982 $ | +8,6 % | 661.698 $ | +86.669 $ | +15,1 % | 575.029 $ | +82.260 $ | +16,7 % |
| StoneX Group Inc. | 389.330 $ | -162.873 $ | -29,5 % | 552.203 $ | -163.737 $ | -22,9 % | 715.940 $ | +202.620 $ | +39,5 % | 513.320 $ | -42.058 $ | -7,6 % |
| Allied Private Wealth LLC | 713.298 $ | |||||||||||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 528.343 $ | -88.513 $ | -14,3 % | 616.856 $ | -95.167 $ | -13,4 % | 712.023 $ | +41.593 $ | +6,2 % | 670.430 $ | +168.307 $ | +33,5 % |
| White Knight Strategic Wealth Advisors, LLC | 711.780 $ | +272.322 $ | +62,0 % | 439.458 $ | +231.113 $ | +110,9 % | ||||||
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 711.181 $ | +101.737 $ | +16,7 % | |||||||||
| Catawba River Capital | 445.357 $ | -83.575 $ | -15,8 % | 528.932 $ | -181.143 $ | -25,5 % | 710.075 $ | +43.284 $ | +6,5 % | 666.791 $ | +95.387 $ | +16,7 % |
| Viewpoint Capital Management LLC | 253.638 $ | -455.962 $ | -64,3 % | 709.600 $ | +40.435 $ | +6,0 % | 669.165 $ | +80.165 $ | +13,6 % | 589.000 $ | +2.255 $ | +0,4 % |
| Atlas Wealth Partners, LLC | 517.017 $ | -190.996 $ | -27,0 % | 708.013 $ | +55.000 $ | +8,4 % | 653.013 $ | +184.229 $ | +39,3 % | 468.784 $ | +99.784 $ | +27,0 % |
| IFC & Insurance Marketing, Inc. | 606.798 $ | -99.364 $ | -14,1 % | 706.162 $ | +123.162 $ | +21,1 % | 583.000 $ | |||||
| SJS Investment Consulting Inc. | 480.338 $ | -225.720 $ | -32,0 % | 706.058 $ | +135.596 $ | +23,8 % | 570.462 $ | +158.751 $ | +38,6 % | 411.711 $ | +334.320 $ | +432,0 % |
| Atlantic Union Bankshares Corp | 625.186 $ | -66.120 $ | -9,6 % | 691.306 $ | -14.508 $ | -2,1 % | 705.814 $ | +140.065 $ | +24,8 % | 565.749 $ | +72.577 $ | +14,7 % |
| McKinley Carter Wealth Services, Inc. | 705.370 $ | +106.544 $ | +17,8 % | 598.826 $ | +238.534 $ | +66,2 % | 360.292 $ | +148.426 $ | +70,1 % | 211.866 $ | ||
| QUANTIFY CHAOS ADVISORS, LLC | 602.268 $ | -100.896 $ | -14,3 % | 703.164 $ | +55.752 $ | +8,6 % | 647.412 $ | |||||
| Financial Partners Group, Inc | 567.983 $ | -134.002 $ | -19,1 % | 701.985 $ | +89.754 $ | +14,7 % | 612.231 $ | +342.266 $ | +126,8 % | 269.965 $ | +29.453 $ | +12,2 % |
| Colter Lewis Investment Partners LLC | 600.022 $ | -100.520 $ | -14,3 % | 700.542 $ | +404.677 $ | +136,8 % | 295.865 $ | |||||
| Mission Financial Group, LLC | 700.239 $ | |||||||||||
| Visionary Wealth Advisors | 560.285 $ | -136.620 $ | -19,6 % | 696.905 $ | +74.980 $ | +12,1 % | 621.925 $ | +46.023 $ | +8,0 % | 575.902 $ | +204.361 $ | +55,0 % |
| Sound Income Strategies, LLC | 579.199 $ | -96.405 $ | -14,3 % | 675.604 $ | -20.207 $ | -2,9 % | 695.811 $ | +230.181 $ | +49,4 % | 465.630 $ | +113.390 $ | +32,2 % |
| Accredited Investors Inc. | 695.750 $ | +83.126 $ | +13,6 % | 612.624 $ | +98.493 $ | +19,2 % | 514.131 $ | +108.002 $ | +26,6 % | 406.129 $ | +120.458 $ | +42,2 % |
| Lakeridge Wealth Management LLC | 569.026 $ | -123.533 $ | -17,8 % | 692.559 $ | +43.688 $ | +6,7 % | 648.871 $ | +68.749 $ | +11,9 % | 580.122 $ | +71.528 $ | +14,1 % |
| FARMERS TRUST CO | 691.086 $ | +19.161 $ | +2,9 % | 671.925 $ | +66.770 $ | +11,0 % | 605.155 $ | +70.979 $ | +13,3 % | |||
| CAPE COD FIVE CENTS SAVINGS BANK | 690.992 $ | +279.725 $ | +68,0 % | 411.267 $ | +0 $ | +0,0 % | 411.267 $ | +0 $ | +0,0 % | |||
| Stegent Equity Advisors, Inc. | 591.394 $ | -99.075 $ | -14,3 % | 690.469 $ | +54.746 $ | +8,6 % | 635.723 $ | +65.788 $ | +11,5 % | 569.935 $ | +81.531 $ | +16,7 % |
| WHALEROCK POINT PARTNERS, LLC | 589.809 $ | -98.809 $ | -14,3 % | 688.618 $ | +54.599 $ | +8,6 % | 634.019 $ | +65.613 $ | +11,5 % | 568.406 $ | +81.312 $ | +16,7 % |
| Thompson David Blair | 383.440 $ | -304.649 $ | -44,3 % | 688.089 $ | +23.794 $ | +3,6 % | 664.295 $ | |||||
| McAlvany Wealth Management LLC | 513.468 $ | -173.361 $ | -25,2 % | 686.829 $ | +30.001 $ | +4,6 % | 656.828 $ | |||||
| Tacita Capital Inc | 632.841 $ | -52.779 $ | -7,7 % | 685.620 $ | +54.439 $ | +8,6 % | 631.181 $ | +65.326 $ | +11,5 % | 565.855 $ | +80.842 $ | +16,7 % |
| HAZLETT, BURT & WATSON, INC. | 642.000 $ | -40.000 $ | -5,9 % | 682.000 $ | +266.000 $ | +63,9 % | 416.000 $ | +157.000 $ | +60,6 % | 259.000 $ | +73.000 $ | +39,2 % |
| Financial Gravity Companies, Inc. | 679.590 $ | |||||||||||
| Clearbridge Investments, LLC | 581.503 $ | -97.417 $ | -14,3 % | 678.920 $ | +53.830 $ | +8,6 % | 625.090 $ | +64.688 $ | +11,5 % | 560.402 $ | +80.168 $ | +16,7 % |
| Petersen Hastings Wealth Advisors Inc. | 545.182 $ | -91.333 $ | -14,3 % | 636.515 $ | -42.391 $ | -6,2 % | 678.906 $ | |||||
| Endowment Wealth Management, Inc. | 587.182 $ | +8.271 $ | +1,4 % | 578.911 $ | -98.392 $ | -14,5 % | 677.303 $ | +30.068 $ | +4,6 % | 647.235 $ | +90.821 $ | +16,3 % |
| FOSTER & MOTLEY INC | 673.000 $ | +347.000 $ | +106,4 % | 326.000 $ | +10.000 $ | +3,2 % | 316.000 $ | +57.000 $ | +22,0 % | 259.000 $ | +37.000 $ | +16,7 % |
| MJP ASSOCIATES INC /ADV | 481.682 $ | -190.680 $ | -28,4 % | 672.362 $ | +403.933 $ | +150,5 % | 268.429 $ | +27.779 $ | +11,5 % | 240.650 $ | +29.561 $ | +14,0 % |
| WealthCollab, LLC | 573.876 $ | -96.140 $ | -14,3 % | 670.016 $ | +78.936 $ | +13,4 % | 591.080 $ | +87.948 $ | +17,5 % | 503.132 $ | +316.052 $ | +168,9 % |
| Northwest Capital Management Inc | 237.341 $ | -428.723 $ | -64,4 % | 666.064 $ | -591.987 $ | -47,1 % | ||||||
| Strategic Wealth Advisors LLC | 647.000 $ | -16.000 $ | -2,4 % | 663.000 $ | +16.000 $ | +2,5 % | 647.000 $ | |||||
| ARRIEN INVESTMENTS, INC. | 566.325 $ | -94.875 $ | -14,3 % | 661.200 $ | +52.425 $ | +8,6 % | 608.775 $ | +63.000 $ | +11,5 % | 545.775 $ | +78.075 $ | +16,7 % |
| FULLCIRCLE WEALTH LLC | 658.020 $ | +350.066 $ | +113,7 % | |||||||||
| Schrum Private Wealth Management LLC | 342.370 $ | -314.422 $ | -47,9 % | 656.792 $ | +52.076 $ | +8,6 % | 604.716 $ | +79.534 $ | +15,1 % | 525.182 $ | +125.143 $ | +31,3 % |
| BLB&B Advisors, LLC | 339.947 $ | -315.435 $ | -48,1 % | 655.382 $ | +129.481 $ | +24,6 % | 525.901 $ | +98.522 $ | +23,1 % | 427.379 $ | +58.644 $ | +15,9 % |
| Austin Private Wealth, LLC | 654.636 $ | +17.098 $ | +2,7 % | 637.538 $ | +16.495 $ | +2,7 % | ||||||
| Galvin, Gaustad & Stein, LLC | 545.182 $ | -107.907 $ | -16,5 % | 653.089 $ | +25.239 $ | +4,0 % | 627.850 $ | +70.796 $ | +12,7 % | 557.054 $ | +83.243 $ | +17,6 % |
| DURANTE & WATERS, LLC | 557.264 $ | -93.357 $ | -14,3 % | 650.621 $ | +51.586 $ | +8,6 % | 599.035 $ | +75.091 $ | +14,3 % | 523.944 $ | +74.952 $ | +16,7 % |
| CALTON & ASSOCIATES, INC. | 648.404 $ | -1.159 $ | -0,2 % | 649.563 $ | +105.237 $ | +19,3 % | 544.326 $ | +110.253 $ | +25,4 % | 434.073 $ | +156.322 $ | +56,3 % |
| Birchwood Financial Partners, Inc. | 393.936 $ | -66.788 $ | -14,5 % | 460.724 $ | -187.175 $ | -28,9 % | 647.899 $ | |||||
| Soltis Investment Advisors LLC | 556.774 $ | -88.779 $ | -13,8 % | 645.553 $ | +58.652 $ | +10,0 % | 586.901 $ | +44.582 $ | +8,2 % | 542.319 $ | +168.079 $ | +44,9 % |
| Indiana Trust & Investment Management Co | 551.752 $ | -92.433 $ | -14,3 % | 644.185 $ | +85.330 $ | +15,3 % | 558.855 $ | +57.834 $ | +11,5 % | 501.021 $ | +71.672 $ | +16,7 % |
| Traveka Wealth, LLC | 642.288 $ | +39.097 $ | +6,5 % | 603.191 $ | +398.805 $ | +195,1 % | 204.386 $ | |||||
| Pacific Excel Wealth Advisors, Inc. | 639.331 $ | +135.686 $ | +26,9 % | 503.645 $ | ||||||||
| 4WEALTH ADVISORS, INC. | 322.649 $ | -159.744 $ | -33,1 % | 482.393 $ | -156.891 $ | -24,5 % | 639.284 $ | +150.007 $ | +30,7 % | |||
| LEIGH BALDWIN & CO., LLC | 450.929 $ | -187.349 $ | -29,4 % | 638.278 $ | +102.278 $ | +19,1 % | 536.000 $ | |||||
| Journey Advisory Group, LLC | 523.058 $ | -114.780 $ | -18,0 % | 637.838 $ | +47.245 $ | +8,0 % | 590.593 $ | +46.564 $ | +8,6 % | 544.029 $ | +91.295 $ | +20,2 % |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 307.161 $ | +9.109 $ | +3,1 % | 298.052 $ | -337.511 $ | -53,1 % | 635.563 $ | +116.646 $ | +22,5 % | 518.917 $ | +253.010 $ | +95,1 % |
| RETIREMENT INCOME SOLUTIONS, INC | 632.901 $ | +0 $ | +0,0 % | 632.901 $ | +375.430 $ | +145,8 % | 257.471 $ | +26.645 $ | +11,5 % | 230.826 $ | ||
| Kestra Investment Management, LLC | 329.526 $ | -302.672 $ | -47,9 % | 632.198 $ | +218.475 $ | +52,8 % | 413.723 $ | +50.091 $ | +13,8 % | 363.632 $ | ||
| Archer Investment Corp | 188.632 $ | +106.370 $ | +129,3 % | 82.262 $ | +6.527 $ | +8,6 % | 75.735 $ | -555.605 $ | -88,0 % | 631.340 $ | +17.177 $ | +2,8 % |
| MERITAGE PORTFOLIO MANAGEMENT | 629.879 $ | +65.184 $ | +11,5 % | 564.695 $ | +80.781 $ | +16,7 % | ||||||
| First City Capital Management, Inc. | 539.066 $ | -89.779 $ | -14,3 % | 628.845 $ | +44.989 $ | +7,7 % | 583.856 $ | +56.783 $ | +10,8 % | 527.073 $ | +75.400 $ | +16,7 % |
| CGN Advisors LLC | 555.754 $ | -72.739 $ | -11,6 % | 628.493 $ | +57.300 $ | +10,0 % | 571.193 $ | +93.749 $ | +19,6 % | 477.444 $ | +87.569 $ | +22,5 % |
| Solidarity Wealth, LLC | 535.139 $ | -89.651 $ | -14,3 % | 624.790 $ | +49.538 $ | +8,6 % | 575.252 $ | +59.531 $ | +11,5 % | 515.721 $ | +73.776 $ | +16,7 % |
| SageView Advisory Group, LLC | 501.009 $ | -83.933 $ | -14,3 % | 584.942 $ | -37.434 $ | -6,0 % | 622.376 $ | +64.229 $ | +11,5 % | 558.147 $ | +87.120 $ | +18,5 % |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 531.364 $ | -88.930 $ | -14,3 % | 620.294 $ | ||||||||
| Pullen Investment Management, LLC | 489.833 $ | -129.932 $ | -21,0 % | 619.765 $ | +52.224 $ | +9,2 % | 567.541 $ | +103.196 $ | +22,2 % | 464.345 $ | +65.366 $ | +16,4 % |
| Capital Asset Managemnet, LLC | 246.231 $ | -373.177 $ | -60,2 % | 619.408 $ | ||||||||
| LAKE STREET PRIVATE WEALTH, LLC | 518.147 $ | -100.124 $ | -16,2 % | 618.271 $ | +44.627 $ | +7,8 % | 573.644 $ | +32.106 $ | +5,9 % | 541.538 $ | +65.854 $ | +13,8 % |
| Fortune Financial Group, Inc. | 559.076 $ | -58.924 $ | -9,5 % | 618.000 $ | ||||||||
| STRATEGY ASSET MANAGERS LLC | 342.664 $ | -275.249 $ | -44,5 % | 617.913 $ | +75.210 $ | +13,9 % | 542.703 $ | +263.703 $ | +94,5 % | 279.000 $ | -10.291 $ | -3,6 % |
| Dynamic Financial Group | 504.875 $ | -85.903 $ | -14,5 % | 590.778 $ | -26.293 $ | -4,3 % | 617.071 $ | +44.575 $ | +7,8 % | 572.496 $ | +8.188 $ | +1,5 % |
| WBH ADVISORY INC | 512.109 $ | -104.800 $ | -17,0 % | 616.909 $ | +4.400 $ | +0,7 % | 612.509 $ | +35.880 $ | +6,2 % | 576.629 $ | +74.132 $ | +14,8 % |
| PERSONAL CFO SOLUTIONS, LLC | 616.856 $ | |||||||||||
| Midwest Financial Group LLC | 530.382 $ | -86.474 $ | -14,0 % | 616.856 $ | +155.080 $ | +33,6 % | 461.776 $ | +36.726 $ | +8,6 % | 425.050 $ | -1.010.352 $ | -70,4 % |
| Nemes Rush Group LLC | 527.211 $ | -88.410 $ | -14,4 % | 615.621 $ | +48.892 $ | +8,6 % | 566.729 $ | +68.109 $ | +13,7 % | 498.620 $ | +66.465 $ | +15,4 % |
| Acorn Wealth Advisors, LLC | 613.066 $ | +48.666 $ | +8,6 % | 564.400 $ | +205.466 $ | +57,2 % | 358.934 $ | -1.003 $ | -0,3 % | 359.937 $ | ||
| GILL CAPITAL PARTNERS, LLC | 190.285 $ | -422.057 $ | -68,9 % | 612.342 $ | +46.259 $ | +8,2 % | 566.083 $ | |||||
| WealthNavi Inc. | 502.386 $ | -107.837 $ | -17,7 % | 610.223 $ | +34.789 $ | +6,0 % | 575.434 $ | +56.544 $ | +10,9 % | 518.890 $ | +109.114 $ | +26,6 % |
| Root Financial Partners, LLC | 532.346 $ | -77.721 $ | -12,7 % | 610.067 $ | +365.583 $ | +149,5 % | 244.484 $ | +92.686 $ | +61,1 % | 151.798 $ | ||
| WASHINGTON TRUST Co | 474.580 $ | -99.342 $ | -17,3 % | 573.922 $ | -35.665 $ | -5,9 % | 609.587 $ | +63.084 $ | +11,5 % | 546.503 $ | +78.179 $ | +16,7 % |
| Whelan Financial | 562.550 $ | -46.988 $ | -7,7 % | 609.538 $ | +327.148 $ | +115,8 % | 282.390 $ | +26.385 $ | +10,3 % | 256.005 $ | ||
| MEYER HANDELMAN CO | 609.441 $ | |||||||||||
| Copia Wealth Management | 491.570 $ | -115.412 $ | -19,0 % | 606.982 $ | +83.435 $ | +15,9 % | 523.547 $ | +60.293 $ | +13,0 % | 463.254 $ | +51.179 $ | +12,4 % |
| Cambridge Advisors Inc. | 518.225 $ | -88.580 $ | -14,6 % | 606.805 $ | +48.112 $ | +8,6 % | 558.693 $ | +57.089 $ | +11,4 % | 501.604 $ | +69.262 $ | +16,0 % |
| Pinnacle Wealth Planning Services, Inc. | 333.603 $ | -245.961 $ | -42,4 % | 579.564 $ | -25.558 $ | -4,2 % | 605.122 $ | +63.640 $ | +11,8 % | 541.482 $ | +33.809 $ | +6,7 % |
| Aries Wealth Management | 547.221 $ | -57.557 $ | -9,5 % | 604.778 $ | +66.215 $ | +12,3 % | 538.563 $ | -4.811 $ | -0,9 % | 543.374 $ | +121.509 $ | +28,8 % |
| Northstar Advisory Group, LLC | 604.282 $ | |||||||||||
| Pinnacle Wealth Management Advisory Group, LLC | 516.866 $ | -86.589 $ | -14,3 % | 603.455 $ | +36.645 $ | +6,5 % | 566.810 $ | +62.296 $ | +12,3 % | 504.514 $ | +72.172 $ | +16,7 % |
| Armstrong, Fleming & Moore, Inc | 516.413 $ | -86.513 $ | -14,3 % | 602.926 $ | +48.535 $ | +8,8 % | 554.391 $ | +58.100 $ | +11,7 % | 496.291 $ | +70.996 $ | +16,7 % |
| PANORAMIC INVESTMENT ADVISORS, LLC | 514.601 $ | -86.209 $ | -14,3 % | 600.810 $ | +17.685 $ | +3,0 % | 583.125 $ | +71.552 $ | +14,0 % | 511.573 $ | +85.654 $ | +20,1 % |
| Townsend Financial Planning, LLC | 599.150 $ | +8.862 $ | +1,5 % | 590.288 $ | +195.511 $ | +49,5 % | 394.777 $ | |||||
| CRA Financial Services, LLC | 511.278 $ | -85.036 $ | -14,3 % | 596.314 $ | +44.845 $ | +8,1 % | 551.469 $ | +90.544 $ | +19,6 % | 460.925 $ | +59.701 $ | +14,9 % |
| REAP Financial Group, LLC | 510.523 $ | -85.350 $ | -14,3 % | 595.873 $ | +71.434 $ | +13,6 % | 524.439 $ | +520.509 $ | +13.244,5 % | 3.930 $ | +64 $ | +1,7 % |
| LOWE BROCKENBROUGH & CO INC | 595.841 $ | +86.796 $ | +17,1 % | |||||||||
| Sandy Cove Advisors, LLC | 469.672 $ | -126.025 $ | -21,2 % | 595.697 $ | +47.231 $ | +8,6 % | 548.466 $ | +56.759 $ | +11,5 % | 491.707 $ | +70.340 $ | +16,7 % |
| Koa Wealth Management, LLC | 388.046 $ | -165.775 $ | -29,9 % | 553.821 $ | -41.155 $ | -6,9 % | 594.976 $ | +80.856 $ | +15,7 % | 514.120 $ | +87.141 $ | +20,4 % |
| Chesley Taft & Associates LLC | 543.824 $ | -49.228 $ | -8,3 % | 593.052 $ | +73.076 $ | +14,1 % | 519.976 $ | |||||
| GARRISON POINT ADVISORS, LLC | 476.091 $ | -79.758 $ | -14,3 % | 555.849 $ | -37.098 $ | -6,3 % | 592.947 $ | +373.909 $ | +170,7 % | 219.038 $ | ||
| Haverford Trust Co | 592.376 $ | +223.779 $ | +60,7 % | 368.597 $ | +75.005 $ | +25,5 % | 293.592 $ | +39.115 $ | +15,4 % | 254.477 $ | ||
| INTEGRAL INVESTMENT ADVISORS, INC. | 505.313 $ | -84.654 $ | -14,3 % | 589.967 $ | +6.192 $ | +1,1 % | 583.775 $ | +60.413 $ | +11,5 % | 523.362 $ | +74.869 $ | +16,7 % |
| TRUST CO OF VERMONT | 391.897 $ | -196.017 $ | -33,3 % | 587.914 $ | +289.921 $ | +97,3 % | 297.993 $ | +73.809 $ | +32,9 % | |||
| WOODWARD DIVERSIFIED CAPITAL, LLC | 402.166 $ | -84.311 $ | -17,3 % | 486.477 $ | -2.653 $ | -0,5 % | 489.130 $ | -98.124 $ | -16,7 % | 587.254 $ | +81.514 $ | +16,1 % |
| Wynn Capital, LLC | 501.840 $ | -84.072 $ | -14,3 % | 585.912 $ | +46.456 $ | +8,6 % | 539.456 $ | +55.826 $ | +11,5 % | 483.630 $ | +69.185 $ | +16,7 % |
| West Branch Capital LLC | 500.632 $ | -83.869 $ | -14,3 % | 584.501 $ | +46.343 $ | +8,6 % | 538.158 $ | +55.692 $ | +11,5 % | 482.466 $ | +69.019 $ | +16,7 % |
| Busey Bank | 414.171 $ | -77.322 $ | -15,7 % | 491.493 $ | -90.984 $ | -15,6 % | 582.477 $ | +349.613 $ | +150,1 % | 232.864 $ | ||
| PROFESSIONAL ADVISORY SERVICES INC | 484.000 $ | -81.000 $ | -14,3 % | 565.000 $ | -17.000 $ | -2,9 % | 582.000 $ | +36.000 $ | +6,6 % | 546.000 $ | ||
| Legacy Edge Advisors, LLC | 435.315 $ | -82.801 $ | -16,0 % | 518.116 $ | -63.792 $ | -11,0 % | 581.908 $ | +191.597 $ | +49,1 % | |||
| BostonPremier Wealth LLC | 498.366 $ | -83.490 $ | -14,3 % | 581.856 $ | +56.686 $ | +10,8 % | 525.170 $ | +230.524 $ | +78,2 % | 294.646 $ | +58.613 $ | +24,8 % |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 378.095 $ | -203.320 $ | -35,0 % | 581.415 $ | +280.485 $ | +93,2 % | 300.930 $ | +72.100 $ | +31,5 % | 228.830 $ | ||
| Calamos Wealth Management LLC | 514.374 $ | -66.424 $ | -11,4 % | 580.798 $ | +216.669 $ | +59,5 % | 364.129 $ | +137.523 $ | +60,7 % | 226.606 $ | ||
| Calamos Advisors LLC | 580.798 $ | |||||||||||
| Great Diamond Partners, LLC | 506.391 $ | -65.614 $ | -11,5 % | 572.005 $ | -7.754 $ | -1,3 % | 579.759 $ | +82.937 $ | +16,7 % | |||
| Kiker Wealth Management, LLC | 502.142 $ | -76.452 $ | -13,2 % | 578.594 $ | +514.392 $ | +801,2 % | ||||||
| Sand Hill Global Advisors, LLC | 507.578 $ | -70.752 $ | -12,2 % | 578.330 $ | +37.007 $ | +6,8 % | 541.323 $ | +56.020 $ | +11,5 % | 485.303 $ | +69.424 $ | +16,7 % |
| COOPER/HAIMS ADVISORS, LLC | 494.439 $ | -82.833 $ | -14,3 % | 577.272 $ | +45.771 $ | +8,6 % | 531.501 $ | +55.003 $ | +11,5 % | 476.498 $ | ||
| ORG Partners LLC | 571.961 $ | +39.908 $ | +7,5 % | 532.053 $ | +128.201 $ | +31,7 % | ||||||
| SmartHarvest Portfolios, LLC | 489.682 $ | -82.036 $ | -14,3 % | 571.718 $ | +55.801 $ | +10,8 % | 515.917 $ | |||||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 571.460 $ | |||||||||||
| Two West Capital Advisors LLC | 351.885 $ | -17.178 $ | -4,7 % | 369.063 $ | -201.968 $ | -35,4 % | 571.031 $ | +37.360 $ | +7,0 % | 533.671 $ | +230.319 $ | +75,9 % |
| IKE Capital, LLC | 568.190 $ | |||||||||||
| Orcam Financial Group | 486.058 $ | -81.428 $ | -14,3 % | 567.486 $ | +44.995 $ | +8,6 % | 522.491 $ | -6.110 $ | -1,2 % | 528.601 $ | +75.618 $ | +16,7 % |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 566.325 $ | |||||||||||
| Envision Financial Planning, LLC | 565.494 $ | +65.891 $ | +13,2 % | 499.603 $ | +80.685 $ | +19,3 % | 418.918 $ | +81.847 $ | +24,3 % | 337.071 $ | +48.219 $ | +16,7 % |
| GREENWOOD GEARHART LLC | 564.739 $ | |||||||||||
| Presidio Capital Management, LLC | 563.833 $ | +11.422 $ | +2,1 % | 552.411 $ | +93.719 $ | +20,4 % | 458.692 $ | +205.380 $ | +81,1 % | 253.312 $ | +38.108 $ | +17,7 % |
| Spinnaker Investment Group, LLC | 459.584 $ | +125.105 $ | +37,4 % | 334.479 $ | -228.922 $ | -40,6 % | 563.401 $ | +74.968 $ | +15,3 % | 488.433 $ | ||
| Patten Group, Inc. | 329.903 $ | -131.615 $ | -28,5 % | 461.518 $ | +41.463 $ | +9,9 % | 420.055 $ | -141.366 $ | -25,2 % | 561.421 $ | +76.946 $ | +15,9 % |
| QUATTRO FINANCIAL ADVISORS LLC | 560.284 $ | +57.155 $ | +11,4 % | 503.129 $ | +39.892 $ | +8,6 % | 463.237 $ | +47.939 $ | +11,5 % | 415.298 $ | +59.409 $ | +16,7 % |
| DAYMARK WEALTH PARTNERS, LLC | 481.376 $ | -78.087 $ | -14,0 % | 559.463 $ | +66.680 $ | +13,5 % | 492.783 $ | +107.975 $ | +28,1 % | 384.808 $ | ||
| Quadrant Private Wealth Management, LLC | 559.398 $ | +51.821 $ | +10,2 % | 507.577 $ | +4.572 $ | +0,9 % | 503.005 $ | +82.371 $ | +19,6 % | |||
| MRP Capital Investments, LLC | 471.938 $ | -12.942 $ | -2,7 % | 484.880 $ | -73.164 $ | -13,1 % | 558.044 $ | +215.064 $ | +62,7 % | 342.980 $ | -62.360 $ | -15,4 % |
| Genesis Wealth Advisors, LLC | 477.676 $ | -80.024 $ | -14,3 % | 557.700 $ | +44.219 $ | +8,6 % | 513.481 $ | +53.138 $ | +11,5 % | 460.343 $ | +65.854 $ | +16,7 % |
| Fortitude Family Office, LLC | 556.025 $ | +125.580 $ | +29,2 % | 430.445 $ | -25.605 $ | -5,6 % | 456.050 $ | +93.240 $ | +25,7 % | |||
| CHANNEL WEALTH LLC | 555.905 $ | |||||||||||
| LRI Investments, LLC | 474.958 $ | -79.568 $ | -14,3 % | 554.526 $ | +43.967 $ | +8,6 % | 510.559 $ | +34.061 $ | +7,1 % | 476.498 $ | +68.165 $ | +16,7 % |
| Summit Global Investments | 554.000 $ | +58.000 $ | +11,7 % | 496.000 $ | +120.000 $ | +31,9 % | ||||||
| TCP Asset Management, LLC | 473.825 $ | -79.379 $ | -14,3 % | 553.204 $ | +47.353 $ | +9,4 % | 505.851 $ | +52.421 $ | +11,6 % | 453.430 $ | +64.865 $ | +16,7 % |
| EXCALIBUR MANAGEMENT CORP | 551.186 $ | +198.546 $ | +56,3 % | 352.640 $ | +27.960 $ | +8,6 % | 324.680 $ | |||||
| Janus Henderson Group Ltd. | 385.171 $ | +148.560 $ | +62,8 % | 236.611 $ | -313.749 $ | -57,0 % | 550.360 $ | +149.136 $ | +37,2 % | |||
| SFI Advisors, LLC | 204.386 $ | -343.499 $ | -62,7 % | 547.885 $ | ||||||||
| Joseph P. Lucia & Associates, LLC | 467.256 $ | -80.218 $ | -14,7 % | 547.474 $ | +193.654 $ | +54,7 % | 353.820 $ | +104.146 $ | +41,7 % | 249.674 $ | ||
| Signature Wealth Management Group | 518.293 $ | -29.036 $ | -5,3 % | 547.329 $ | +56.641 $ | +11,5 % | 490.688 $ | +190.986 $ | +63,7 % | |||
| VAN ECK ASSOCIATES CORP | 467.709 $ | -78.291 $ | -14,3 % | 546.000 $ | +43.000 $ | +8,5 % | 503.000 $ | +52.000 $ | +11,5 % | 451.000 $ | +65.000 $ | +16,8 % |
| SMART Wealth LLC | 542.917 $ | +234.533 $ | +76,1 % | 308.384 $ | +50.913 $ | +19,8 % | 257.471 $ | -166.702 $ | -39,3 % | |||
| City Center Advisors, LLC | 447.397 $ | -95.316 $ | -17,6 % | 542.713 $ | +38.810 $ | +7,7 % | 503.903 $ | +115.020 $ | +29,6 % | 388.883 $ | +168.253 $ | +76,3 % |
| DENVER WEALTH MANAGEMENT, INC. | 538.128 $ | |||||||||||
| Arbor Investment Advisors, LLC | 416.891 $ | -120.885 $ | -22,5 % | 537.776 $ | +281.928 $ | +110,2 % | 255.848 $ | +353 $ | +0,1 % | 255.495 $ | -147.288 $ | -36,6 % |
| Walser Wealth Management Company, A Ltd Liability Co | 388.348 $ | -149.164 $ | -27,8 % | 537.512 $ | +1.871 $ | +0,3 % | 535.641 $ | |||||
| KW WEALTH MANAGEMENT LLC | 536.858 $ | +80.153 $ | +17,6 % | 456.705 $ | ||||||||
| Jaffetilchin Investment Partners, LLC | 536.674 $ | +49.816 $ | +10,2 % | 486.858 $ | +175.330 $ | +56,3 % | 311.528 $ | -32.512 $ | -9,5 % | |||
| Federation des caisses Desjardins du Quebec | 535.687 $ | +28.329 $ | +5,6 % | 507.358 $ | +242.568 $ | +91,6 % | 264.790 $ | +16.016 $ | +6,4 % | |||
| Clay Northam Wealth Management, LLC | 458.648 $ | -76.836 $ | -14,3 % | 535.484 $ | +43.350 $ | +8,8 % | 492.134 $ | +50.784 $ | +11,5 % | 441.350 $ | +63.137 $ | +16,7 % |
| Integrity Investment Advisors, LLC | 458.195 $ | -76.760 $ | -14,3 % | 534.955 $ | +42.415 $ | +8,6 % | 492.540 $ | |||||
| Regent Peak Wealth Advisors LLC | 520.868 $ | -13.999 $ | -2,6 % | 534.867 $ | +194.034 $ | +56,9 % | 340.833 $ | |||||
| Ellevest, Inc. | 534.813 $ | +268.746 $ | +101,0 % | 266.067 $ | +21.096 $ | +8,6 % | 244.971 $ | +25.351 $ | +11,5 % | 219.620 $ | ||
| CLEAR INVESTMENT RESEARCH, LLC | 507.201 $ | -4.215 $ | -0,8 % | 511.416 $ | -22.033 $ | -4,1 % | 533.449 $ | +103.014 $ | +23,9 % | 430.435 $ | +228.139 $ | +112,8 % |
| Farmers & Merchants Trust Co of Long Beach | 533.191 $ | +42.275 $ | +8,6 % | 490.916 $ | +56.116 $ | +12,9 % | 434.800 $ | |||||
| Tortoise Investment Management, LLC | 453.287 $ | -75.937 $ | -14,3 % | 529.224 $ | +75.240 $ | +16,6 % | 453.984 $ | +54.331 $ | +13,6 % | 399.653 $ | +336.358 $ | +531,4 % |
| Baker Ellis Asset Management LLC | 377.550 $ | -107.330 $ | -22,1 % | 484.880 $ | -42.725 $ | -8,1 % | 527.605 $ | +54.600 $ | +11,5 % | 473.005 $ | +67.665 $ | +16,7 % |
| One Day In July LLC | 451.776 $ | -75.685 $ | -14,3 % | 527.461 $ | +209.843 $ | +66,1 % | 317.618 $ | +43.784 $ | +16,0 % | 273.834 $ | +31.752 $ | +13,1 % |
| Elm Partners Management LLC | 468.917 $ | -58.498 $ | -11,1 % | 527.415 $ | +47.376 $ | +9,9 % | 480.039 $ | +166.109 $ | +52,9 % | 313.930 $ | +44.909 $ | +16,7 % |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 228.511 $ | -298.445 $ | -56,6 % | 526.956 $ | ||||||||
| Twin Lakes Capital Management, LLC | 450.719 $ | -75.508 $ | -14,3 % | 526.227 $ | +15.749 $ | +3,1 % | 510.478 $ | +13.532 $ | +2,7 % | 496.946 $ | +71.090 $ | +16,7 % |
| Cassaday & Co Wealth Management LLC | 524.795 $ | +3.240 $ | +0,6 % | 521.555 $ | +40.216 $ | +8,4 % | 481.339 $ | +104.535 $ | +27,7 % | 376.804 $ | +52.843 $ | +16,3 % |
| Pitcairn Wealth Advisors LLC | 488.172 $ | -36.591 $ | -7,0 % | 524.763 $ | -1 $ | -0,0 % | 524.764 $ | |||||
| WEST PACES ADVISORS INC. | 523.964 $ | +99.474 $ | +23,4 % | 424.490 $ | +33.656 $ | +8,6 % | 390.834 $ | +40.446 $ | +11,5 % | 350.388 $ | +50.125 $ | +16,7 % |
| Manchester Capital Management LLC | 261.341 $ | -31.791 $ | -10,8 % | 293.132 $ | -139.099 $ | -32,2 % | 432.231 $ | -89.894 $ | -17,2 % | 522.125 $ | +77.810 $ | +17,5 % |
| Financial Futures Ltd Liability Co. | 520.673 $ | +162.226 $ | +45,3 % | 358.447 $ | ||||||||
| BAKER BOYER NATIONAL BANK | 519.703 $ | +8.900 $ | +1,7 % | 510.803 $ | +81.824 $ | +19,1 % | 428.979 $ | |||||
| HOWARD FINANCIAL SERVICES, LTD. | 454.797 $ | +50.143 $ | +12,4 % | 404.654 $ | -110.938 $ | -21,5 % | 515.592 $ | +52.920 $ | +11,4 % | 462.672 $ | +66.187 $ | +16,7 % |
| FULTON BANK, N.A. | 515.280 $ | +9.066 $ | +1,8 % | 506.214 $ | +52.068 $ | +11,5 % | 454.146 $ | +46.998 $ | +11,5 % | 407.148 $ | +59.803 $ | +17,2 % |
| BOURGEON CAPITAL MANAGEMENT LLC | 515.105 $ | +53.306 $ | +11,5 % | 461.799 $ | +66.062 $ | +16,7 % | ||||||
| Rossby Financial, LCC | 456.768 $ | -58.029 $ | -11,3 % | 514.797 $ | +444.008 $ | +627,2 % | 70.789 $ | +16.944 $ | +31,5 % | 53.845 $ | +8.248 $ | +18,1 % |
| Certified Advisory Corp | 423.236 $ | -91.092 $ | -17,7 % | 514.328 $ | +33.209 $ | +6,9 % | 481.119 $ | +49.789 $ | +11,5 % | 431.330 $ | +76.108 $ | +21,4 % |
| Richmond Investment Services, LLC | 223.657 $ | -290.073 $ | -56,5 % | 513.730 $ | +98.432 $ | +23,7 % | 415.298 $ | |||||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 332.893 $ | +30.778 $ | +10,2 % | 302.115 $ | -211.460 $ | -41,2 % | 513.575 $ | +73.469 $ | +16,7 % | |||
| DDD Partners, LLC | 439.317 $ | -73.598 $ | -14,3 % | 512.915 $ | +44.970 $ | +9,6 % | 467.945 $ | +48.426 $ | +11,5 % | 419.519 $ | +180.493 $ | +75,5 % |
| Retirement Management Systems Inc. | 390.840 $ | -80.199 $ | -17,0 % | 471.039 $ | -41.306 $ | -8,1 % | 512.345 $ | |||||
| Avantra Family Wealth, Inc. | 511.452 $ | +51.618 $ | +11,2 % | 459.834 $ | +193.183 $ | +72,4 % | ||||||
| Matrix Trust Co | 109.000 $ | -398.000 $ | -78,5 % | 507.000 $ | +44.000 $ | +9,5 % | ||||||
| Slagle Financial, LLC | 430.247 $ | -48.189 $ | -10,1 % | 478.436 $ | -27.570 $ | -5,4 % | 506.006 $ | +72.418 $ | +16,7 % | |||
| Compton Wealth Advisory Group, LLC | 467.382 $ | -36.799 $ | -7,3 % | 504.181 $ | +90.052 $ | +21,7 % | 414.129 $ | +63.814 $ | +18,2 % | 350.315 $ | +36.083 $ | +11,5 % |
| HARBOR INVESTMENT ADVISORY, LLC | 430.369 $ | -72.275 $ | -14,4 % | 502.644 $ | +161 $ | +0,0 % | 502.483 $ | +52.582 $ | +11,7 % | 449.901 $ | +73.527 $ | +19,5 % |
| Broadway Wealth Solutions, Inc. | 381.628 $ | -63.933 $ | -14,3 % | 445.561 $ | -56.557 $ | -11,3 % | 502.118 $ | +20.963 $ | +4,4 % | 481.155 $ | +68.831 $ | +16,7 % |
| Pillar Financial Advisors, LLC | 428.142 $ | -71.726 $ | -14,3 % | 499.868 $ | +39.634 $ | +8,6 % | 460.234 $ | +47.628 $ | +11,5 % | 412.606 $ | +59.024 $ | +16,7 % |
| Sound Stewardship, LLC | 374.908 $ | -52.668 $ | -12,3 % | 427.576 $ | -71.620 $ | -14,3 % | 499.196 $ | +51.660 $ | +11,5 % | 447.536 $ | +64.022 $ | +16,7 % |
| Independence Bank of Kentucky | 498.517 $ | +419.173 $ | +528,3 % | 79.344 $ | -10.268 $ | -11,5 % | 89.612 $ | -9.792 $ | -9,9 % | 99.404 $ | +33.178 $ | +50,1 % |
| Teamwork Financial Advisors, LLC | 414.928 $ | -81.677 $ | -16,4 % | 496.605 $ | +44.731 $ | +9,9 % | 451.874 $ | +55.059 $ | +13,9 % | 396.815 $ | +88.569 $ | +28,7 % |
| AlphaStar Capital Management, LLC | 425.306 $ | -71.115 $ | -14,3 % | 496.421 $ | +33.978 $ | +7,3 % | 462.443 $ | -1.662.226 $ | -78,2 % | |||
| Future Financial Wealth Managment LLC | 418.825 $ | -77.495 $ | -15,6 % | 496.320 $ | +3.795 $ | +0,8 % | 492.525 $ | +92.290 $ | +23,1 % | 400.235 $ | +57.255 $ | +16,7 % |
| Concentrum Wealth Management | 437.505 $ | -58.659 $ | -11,8 % | 496.164 $ | ||||||||
| CONTINUUM WEALTH ADVISORS, LLC | 394.993 $ | -100.907 $ | -20,3 % | 495.900 $ | +25.033 $ | +5,3 % | 470.867 $ | +47.491 $ | +11,2 % | 423.376 $ | +60.566 $ | +16,7 % |
| Magnolia Private Wealth, LLC | 494.137 $ | +33.854 $ | +7,4 % | 460.283 $ | +209.062 $ | +83,2 % | 251.221 $ | |||||
| BROOKS, MOORE & ASSOCIATES, INC. | 493.189 $ | +60.135 $ | +13,9 % | 433.054 $ | +64.528 $ | +17,5 % | ||||||
| ARS Wealth Advisors Group, LLC | 422.403 $ | -70.764 $ | -14,3 % | 493.167 $ | +291.703 $ | +144,8 % | 201.464 $ | |||||
| POTOMAC FUND MANAGEMENT INC /ADV | 422.176 $ | -68.523 $ | -14,0 % | 490.699 $ | +56.277 $ | +13,0 % | 434.422 $ | -44.114 $ | -9,2 % | 478.536 $ | +9.566 $ | +2,0 % |
| Investment Advisory Group, LLC | 420.138 $ | -70.384 $ | -14,3 % | 490.522 $ | +2.609 $ | +0,5 % | 487.913 $ | +110.018 $ | +29,1 % | 377.895 $ | +54.060 $ | +16,7 % |
| Painted Porch Advisors LLC | 420.105 $ | -70.245 $ | -14,3 % | 490.350 $ | +38.955 $ | +8,6 % | 451.395 $ | +41.178 $ | +10,0 % | 410.217 $ | +61.265 $ | +17,6 % |
| AMERICAN ASSET MANAGEMENT INC. | 205.689 $ | -79.509 $ | -27,9 % | 285.198 $ | -204.663 $ | -41,8 % | 489.861 $ | +164.361 $ | +50,5 % | 325.500 $ | ||
| Sound Financial Strategies Group, LLC | 239.820 $ | -249.909 $ | -51,0 % | 489.729 $ | ||||||||
| NIXON PEABODY TRUST CO | 489.229 $ | +187.193 $ | +62,0 % | 302.036 $ | ||||||||
| Rossmore Private Capital | 418.325 $ | -70.081 $ | -14,3 % | 488.406 $ | +38.724 $ | +8,6 % | 449.682 $ | |||||
| Pure Financial Advisors, LLC | 487.308 $ | +43.951 $ | +9,9 % | 443.357 $ | +58.449 $ | +15,2 % | 384.908 $ | +111.948 $ | +41,0 % | 272.960 $ | ||
| SANDERS MORRIS HARRIS LLC | 484.704 $ | +15.505 $ | +3,3 % | 469.199 $ | +69.110 $ | +17,3 % | 400.089 $ | +57.234 $ | +16,7 % | |||
| Barnes Dennig Private Wealth Management LLC | 409.189 $ | -75.162 $ | -15,5 % | 484.351 $ | +45.140 $ | +10,3 % | 439.211 $ | +124.335 $ | +39,5 % | 314.876 $ | +159.038 $ | +102,1 % |
| Kathleen S. Wright Associates Inc. | 483.848 $ | +69.216 $ | +16,7 % | |||||||||
| Asset Dedication, LLC | 375.889 $ | -96.914 $ | -20,5 % | 472.803 $ | -9.801 $ | -2,0 % | 482.604 $ | +92.338 $ | +23,7 % | 390.266 $ | +51.838 $ | +15,3 % |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 433.654 $ | -47.788 $ | -9,9 % | 481.442 $ | +38.173 $ | +8,6 % | 443.269 $ | +46.236 $ | +11,6 % | 397.033 $ | +56.797 $ | +16,7 % |
| VICTORY FINANCIAL GROUP, LLC | 481.383 $ | +126.098 $ | +35,5 % | 355.285 $ | ||||||||
| Empirical Asset Management, LLC | 423.838 $ | -57.427 $ | -11,9 % | 481.265 $ | +28.580 $ | +6,3 % | 452.685 $ | +25.671 $ | +6,0 % | 427.014 $ | +60.212 $ | +16,4 % |
| MAYPORT, LLC | 411.303 $ | -68.905 $ | -14,3 % | 480.208 $ | ||||||||
| Private Advisory Group LLC | 245.710 $ | -181.866 $ | -42,5 % | 427.576 $ | -51.327 $ | -10,7 % | 478.903 $ | +66.515 $ | +16,1 % | 412.388 $ | +93.604 $ | +29,4 % |
| BTG Pactual Asset Management US LLC | 478.301 $ | |||||||||||
| Wealth Architects, LLC | 472.466 $ | -5.802 $ | -1,2 % | 478.268 $ | +156.591 $ | +48,7 % | 321.677 $ | |||||
| Quintet Private Bank (Europe) S.A. | 477.685 $ | +49.434 $ | +11,5 % | 428.251 $ | +61.262 $ | +16,7 % | ||||||
| Foundation Wealth Management, LLC | 286.034 $ | -190.968 $ | -40,0 % | 477.002 $ | +49.363 $ | +11,5 % | 427.639 $ | +61.175 $ | +16,7 % | |||
| Aspen Investment Management Inc | 408.000 $ | -69.000 $ | -14,5 % | 477.000 $ | +38.000 $ | +8,7 % | 439.000 $ | |||||
| Shepherd Street Advisors LLC | 475.453 $ | +28.834 $ | +6,5 % | 446.619 $ | +219.992 $ | +97,1 % | 226.627 $ | |||||
| KMG FIDUCIARY PARTNERS, LLC | 407.150 $ | -68.209 $ | -14,3 % | 475.359 $ | +44.427 $ | +10,3 % | 430.932 $ | +39.648 $ | +10,1 % | 391.284 $ | ||
| PRENTISS SMITH & CO INC | 407.074 $ | -68.197 $ | -14,3 % | 475.271 $ | +37.684 $ | +8,6 % | 437.587 $ | +45.284 $ | +11,5 % | 392.303 $ | +56.120 $ | +16,7 % |
| Avantax Planning Partners, Inc. | 418.250 $ | -56.844 $ | -12,0 % | 475.094 $ | +58.611 $ | +14,1 % | 416.483 $ | +43.100 $ | +11,5 % | 373.383 $ | +53.414 $ | +16,7 % |
| Sonora Investment Management Group, LLC | 474.825 $ | -129.943 $ | -21,5 % | |||||||||
| GATEWAY INVESTMENT ADVISERS LLC | 474.278 $ | |||||||||||
| FOUNDERS FINANCIAL SECURITIES LLC | 347.724 $ | -125.011 $ | -26,4 % | 472.735 $ | +48.946 $ | +11,5 % | 423.789 $ | +21.225 $ | +5,3 % | 402.564 $ | +106.978 $ | +36,2 % |
| WOODMONT INVESTMENT COUNSEL LLC | 391.670 $ | -65.616 $ | -14,3 % | 457.286 $ | +36.257 $ | +8,6 % | 421.029 $ | -47.391 $ | -10,1 % | 468.420 $ | +67.009 $ | +16,7 % |
| EARNED WEALTH ADVISORS, LLC | 458.043 $ | +61.323 $ | +15,5 % | 396.720 $ | -71.306 $ | -15,2 % | 468.026 $ | +168.723 $ | +56,4 % | 299.303 $ | +42.816 $ | +16,7 % |
| ISTHMUS PARTNERS, LLC | 465.728 $ | -127.939 $ | -21,6 % | |||||||||
| One Charles Private Wealth Services, LLC | 397.862 $ | -66.653 $ | -14,3 % | 464.515 $ | +36.830 $ | +8,6 % | 427.685 $ | +44.260 $ | +11,5 % | 383.425 $ | +54.850 $ | +16,7 % |
| GAMMA Investing LLC | 207.577 $ | -256.233 $ | -55,2 % | 463.810 $ | +299.765 $ | +182,7 % | 164.045 $ | +39.972 $ | +32,2 % | 124.073 $ | +17.749 $ | +16,7 % |
| Rare Wolf Capital LLC | 397.183 $ | -66.539 $ | -14,3 % | 463.722 $ | +36.768 $ | +8,6 % | 426.954 $ | |||||
| Rosenberg Matthew Hamilton | 396.428 $ | -66.412 $ | -14,3 % | 462.840 $ | +36.697 $ | +8,6 % | 426.143 $ | +44.100 $ | +11,5 % | 382.043 $ | +54.653 $ | +16,7 % |
| LAZARD ASSET MANAGEMENT LLC | 462.831 $ | +254.831 $ | +122,5 % | |||||||||
| FIDUCIARY FAMILY OFFICE, LLC | 396.352 $ | -66.400 $ | -14,3 % | 462.752 $ | +36.691 $ | +8,6 % | 426.061 $ | +44.091 $ | +11,5 % | 381.970 $ | +54.642 $ | +16,7 % |
| Mach-1 Financial Group, LLC | 461.127 $ | |||||||||||
| NAPLES GLOBAL ADVISORS, LLC | 393.634 $ | -65.945 $ | -14,3 % | 459.579 $ | +16.147 $ | +3,6 % | 443.432 $ | +141.509 $ | +46,9 % | 301.923 $ | +43.191 $ | +16,7 % |
| Christensen, King & Associates Investment Services, Inc. | 393.332 $ | -65.893 $ | -14,3 % | 459.225 $ | +26.021 $ | +6,0 % | 433.204 $ | +33.187 $ | +8,3 % | 400.017 $ | +50.988 $ | +14,6 % |
| Crumly & Associates Inc. | 362.221 $ | -60.683 $ | -14,3 % | 422.904 $ | -34.895 $ | -7,6 % | 457.799 $ | +47.376 $ | +11,5 % | 410.423 $ | +58.713 $ | +16,7 % |
| Advisors Capital Management, LLC | 348.478 $ | -64.904 $ | -15,7 % | 413.382 $ | -40.521 $ | -8,9 % | 453.903 $ | |||||
| Lesa Sroufe & Co | 388.000 $ | -65.000 $ | -14,3 % | 453.000 $ | +36.000 $ | +8,6 % | 417.000 $ | +43.000 $ | +11,5 % | 374.000 $ | +53.000 $ | +16,5 % |
| Sincerus Advisory, LLC | 387.593 $ | -64.932 $ | -14,3 % | 452.525 $ | +31.740 $ | +7,5 % | 420.785 $ | +43.545 $ | +11,5 % | 377.240 $ | +60.111 $ | +19,0 % |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 233.628 $ | -8.459 $ | -3,5 % | 242.087 $ | -210.192 $ | -46,5 % | 452.279 $ | +183.467 $ | +68,3 % | 268.812 $ | +151.825 $ | +129,8 % |
| Nolet Wealth Management, LLC | 386.385 $ | -64.730 $ | -14,3 % | 451.115 $ | +35.767 $ | +8,6 % | 415.348 $ | |||||
| HHM Wealth Advisors, LLC | 381.024 $ | -69.210 $ | -15,4 % | 450.234 $ | +28.555 $ | +6,8 % | 421.679 $ | +45.894 $ | +12,2 % | 375.785 $ | +62.924 $ | +20,1 % |
| Precision Wealth Strategies, LLC | 449.872 $ | |||||||||||
| Bragg Financial Advisors, Inc | 382.987 $ | -64.866 $ | -14,5 % | 447.853 $ | +90.542 $ | +25,3 % | 357.311 $ | +61.792 $ | +20,9 % | 295.519 $ | +42.275 $ | +16,7 % |
| Quotient Wealth Partners, LLC | 379.817 $ | -46.879 $ | -11,0 % | 426.696 $ | -21.120 $ | -4,7 % | 447.816 $ | +68.901 $ | +18,2 % | 378.915 $ | +86.508 $ | +29,6 % |
| DBK Financial Counsel, LLC | 364.034 $ | -60.985 $ | -14,3 % | 425.019 $ | -22.796 $ | -5,1 % | 447.815 $ | +4.937 $ | +1,1 % | 442.878 $ | ||
| NORDEN GROUP LLC | 383.063 $ | -64.173 $ | -14,3 % | 447.236 $ | +43.415 $ | +10,8 % | 403.821 $ | +20.614 $ | +5,4 % | 383.207 $ | +174.052 $ | +83,2 % |
| Semus Wealth Partners LLC | 279.236 $ | -41.931 $ | -13,1 % | 321.167 $ | -121.697 $ | -27,5 % | 442.864 $ | +38.263 $ | +9,5 % | 404.601 $ | +121.861 $ | +43,1 % |
| Foster Group, Inc. | 378.003 $ | -63.326 $ | -14,3 % | 441.329 $ | +25.252 $ | +6,1 % | 416.077 $ | +51.790 $ | +14,2 % | 364.287 $ | +154.259 $ | +73,4 % |
| HRT FINANCIAL LP | 441.000 $ | -2.183.000 $ | -83,2 % | |||||||||
| CULLEN/FROST BANKERS, INC. | 377.719 $ | -63.212 $ | -14,3 % | 440.931 $ | +20.782 $ | +4,9 % | 420.149 $ | +70.058 $ | +20,0 % | 350.091 $ | -382.696 $ | -52,2 % |
| Connecticut Wealth Management, LLC | 438.789 $ | +23.467 $ | +5,7 % | 415.322 $ | ||||||||
| Alliance Private Wealth, LLC | 355.501 $ | -59.556 $ | -14,3 % | 415.057 $ | -22.928 $ | -5,2 % | 437.985 $ | |||||
| Stone Summit Wealth LLC | 374.530 $ | -62.744 $ | -14,3 % | 437.274 $ | +32.966 $ | +8,2 % | 404.308 $ | +24.230 $ | +6,4 % | 380.078 $ | +54.372 $ | +16,7 % |
| Mechanics Financial Corp | 374.077 $ | -62.668 $ | -14,3 % | 436.745 $ | +14.336 $ | +3,4 % | 422.409 $ | +63.216 $ | +17,6 % | 359.193 $ | +51.384 $ | +16,7 % |
| BLALOCK WILLIAMS, LLC | 213.769 $ | -9.364 $ | -4,2 % | 223.133 $ | -213.562 $ | -48,9 % | 436.695 $ | +102.899 $ | +30,8 % | 333.796 $ | ||
| Parallax Volatility Advisers, L.P. | 224.808 $ | -209.452 $ | -48,2 % | 434.260 $ | +44.940 $ | +11,5 % | 389.320 $ | -274.814 $ | -41,4 % | |||
| DAGCO, INC. | 371.887 $ | -62.301 $ | -14,3 % | 434.188 $ | +34.426 $ | +8,6 % | 399.762 $ | +41.370 $ | +11,5 % | 358.392 $ | +51.269 $ | +16,7 % |
| Tempo Wealth, LLC | 370.603 $ | -62.086 $ | -14,3 % | 432.689 $ | +34.307 $ | +8,6 % | 398.382 $ | |||||
| BlueChip Wealth Advisors LLC | 368.640 $ | -61.757 $ | -14,3 % | 430.397 $ | +30.635 $ | +7,7 % | 399.762 $ | +15.755 $ | +4,1 % | 384.007 $ | +54.934 $ | +16,7 % |
| Tempus Wealth Planning, LLC | 322.881 $ | -2.253 $ | -0,7 % | 325.134 $ | -27.712 $ | -7,9 % | 352.846 $ | -77.006 $ | -17,9 % | 429.852 $ | +198.496 $ | +85,8 % |
| Rinkey Investments | 392.457 $ | -35.067 $ | -8,2 % | 427.524 $ | +182.761 $ | +74,7 % | ||||||
| CFS Investment Advisory Services, LLC | 389.410 $ | -34.134 $ | -8,1 % | 423.544 $ | -3.410 $ | -0,8 % | 426.954 $ | +45.352 $ | +11,9 % | 381.602 $ | +76.602 $ | +25,1 % |
| CacheTech Inc. | 424.648 $ | +167.378 $ | +65,1 % | 257.270 $ | ||||||||
| PINKERTON WEALTH, LLC | 423.256 $ | +33.559 $ | +8,6 % | 389.697 $ | +0 $ | +0,0 % | 389.697 $ | +29.340 $ | +8,1 % | 360.357 $ | -36.003 $ | -9,1 % |
| Vision Retirement, LLC | 340.477 $ | -40.283 $ | -10,6 % | 380.760 $ | -42.054 $ | -9,9 % | 422.814 $ | |||||
| LAVELLE CAPITAL LP | 358.748 $ | -60.100 $ | -14,3 % | 418.848 $ | +33.209 $ | +8,6 % | 385.639 $ | |||||
| SEI INVESTMENTS CO | 417.510 $ | +71.120 $ | +20,5 % | 346.390 $ | +33.720 $ | +10,8 % | 312.670 $ | |||||
| Chokshi & Queen Wealth Advisors, Inc | 357.087 $ | -59.821 $ | -14,3 % | 416.908 $ | +91.117 $ | +28,0 % | 325.791 $ | +75.603 $ | +30,2 % | |||
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 364.260 $ | -52.384 $ | -12,6 % | 416.644 $ | ||||||||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 346.591 $ | -68.642 $ | -16,5 % | 415.233 $ | ||||||||
| Warren Street Wealth Advisors, LLC | 354.519 $ | -59.392 $ | -14,3 % | 413.911 $ | +30.220 $ | +7,9 % | 383.691 $ | +39.707 $ | +11,5 % | 343.984 $ | +43.845 $ | +14,6 % |
| Unique Wealth Strategies, LLC | 352.481 $ | -61.254 $ | -14,8 % | 413.735 $ | +156.183 $ | +60,6 % | 257.552 $ | +24.834 $ | +10,7 % | 232.718 $ | ||
| WealthPlan Investment Management, LLC | 289.851 $ | -122.877 $ | -29,8 % | 412.728 $ | +35.304 $ | +9,4 % | 377.424 $ | +18.309 $ | +5,1 % | 359.115 $ | -1.250.634 $ | -77,7 % |
| MKD WEALTH COACHES, LLC | 351.424 $ | -58.873 $ | -14,3 % | 410.297 $ | +32.532 $ | +8,6 % | 377.765 $ | +43.387 $ | +13,0 % | 334.378 $ | +19.709 $ | +6,3 % |
| CAP Partners, LLC | 262.226 $ | -29.696 $ | -10,2 % | 291.922 $ | -118.332 $ | -28,8 % | 410.254 $ | +59.365 $ | +16,9 % | 350.889 $ | +90.928 $ | +35,0 % |
| Hillcrest Wealth Advisors - NY, LLC | 351.122 $ | -58.822 $ | -14,3 % | 409.944 $ | +32.503 $ | +8,6 % | 377.441 $ | +39.060 $ | +11,5 % | 338.381 $ | +48.407 $ | +16,7 % |
| PLANNING ALTERNATIVES LTD /ADV | 350.291 $ | -58.684 $ | -14,3 % | 408.975 $ | +32.427 $ | +8,6 % | 376.548 $ | |||||
| BCS Private Wealth Management, Inc. | 350.064 $ | -58.646 $ | -14,3 % | 408.710 $ | +32.406 $ | +8,6 % | 376.304 $ | |||||
| Beacon Capital Management, LLC | 407.652 $ | +203.185 $ | +99,4 % | 204.467 $ | +157.697 $ | +337,2 % | ||||||
| Benin Management CORP | 347.950 $ | -58.291 $ | -14,3 % | 406.241 $ | ||||||||
| Heritage Wealth Advisors | 333.610 $ | -71.324 $ | -17,6 % | 404.934 $ | +122.057 $ | +43,1 % | 282.877 $ | |||||
| FLAGSHIP HARBOR ADVISORS, LLC | 404.781 $ | +37.025 $ | +10,1 % | 367.756 $ | +15.404 $ | +4,4 % | 352.352 $ | +79.842 $ | +29,3 % | |||
| Union Bancaire Privee, UBP SA | 217.827 $ | -186.953 $ | -46,2 % | 404.780 $ | ||||||||
| Andina Capital Management, LLC | 403.578 $ | +38.345 $ | +10,5 % | 365.233 $ | +81.246 $ | +28,6 % | ||||||
| Bridgewater Advisors Inc. | 329.369 $ | -51.876 $ | -13,6 % | 381.245 $ | -21.763 $ | -5,4 % | 403.008 $ | +67.667 $ | +20,2 % | 335.341 $ | +68.156 $ | +25,5 % |
| THEORY FINANCIAL LLC | 402.992 $ | +58.389 $ | +16,9 % | 344.603 $ | +137.428 $ | +66,3 % | ||||||
| Fulcrum Equity Management | 344.326 $ | -57.684 $ | -14,3 % | 402.010 $ | +39.505 $ | +10,9 % | 362.505 $ | |||||
| Transamerica Financial Advisors, LLC | 209.705 $ | +35.396 $ | +20,3 % | 174.309 $ | -225.956 $ | -56,5 % | 400.265 $ | +222.765 $ | +125,5 % | 177.500 $ | +176.802 $ | +25.329,8 % |
| CHAPIN DAVIS, INC. | 341.683 $ | -57.241 $ | -14,3 % | 398.924 $ | +31.630 $ | +8,6 % | 367.294 $ | +38.010 $ | +11,5 % | 329.284 $ | +47.105 $ | +16,7 % |
| Joel Isaacson & Co., LLC | 350.140 $ | -47.902 $ | -12,0 % | 398.042 $ | +31.559 $ | +8,6 % | 366.483 $ | +37.272 $ | +11,3 % | 329.211 $ | +47.656 $ | +16,9 % |
| E&G Advisors, LLC | 298.416 $ | -49.992 $ | -14,3 % | 348.408 $ | +27.381 $ | +8,5 % | 321.027 $ | -75.933 $ | -19,1 % | 396.960 $ | ||
| SSA SWISS ADVISORS AG | 257.791 $ | -138.878 $ | -35,0 % | 396.669 $ | +6.178 $ | +1,6 % | 390.491 $ | +21.475 $ | +5,8 % | |||
| GENESIS PRIVATE WEALTH, LLC | 367.583 $ | -23.230 $ | -5,9 % | 390.813 $ | -3.024 $ | -0,8 % | 393.837 $ | +34.499 $ | +9,6 % | 359.338 $ | +47.975 $ | +15,4 % |
| Gen-Wealth Partners Inc | 262.478 $ | -35.921 $ | -12,0 % | 298.399 $ | -94.749 $ | -24,1 % | 393.148 $ | +101.175 $ | +34,7 % | 291.973 $ | +68.121 $ | +30,4 % |
| Fortis Capital Management LLC | 323.787 $ | -54.244 $ | -14,3 % | 378.031 $ | -13.858 $ | -3,5 % | 391.889 $ | +26.947 $ | +7,4 % | 364.942 $ | +55.262 $ | +17,8 % |
| Bay Rivers Group | 347.167 $ | -43.992 $ | -11,2 % | 391.159 $ | +143.064 $ | +57,7 % | 248.095 $ | |||||
| Ethos Financial Group, LLC | 372.189 $ | -18.969 $ | -4,8 % | 391.158 $ | +0 $ | +0,0 % | 391.158 $ | +40.479 $ | +11,5 % | 350.679 $ | +50.166 $ | +16,7 % |
| Winthrop Advisory Group LLC | 202.442 $ | -127.365 $ | -38,6 % | 329.807 $ | -61.189 $ | -15,6 % | 390.996 $ | |||||
| Vantus Wealth LLC | 390.671 $ | |||||||||||
| International Private Wealth Advisors LLC | 389.783 $ | +22.156 $ | +6,0 % | 367.627 $ | +23.791 $ | +6,9 % | 343.836 $ | +78.589 $ | +29,6 % | 265.247 $ | +13.375 $ | +5,3 % |
| FRANKLIN STREET ADVISORS INC /NC | 295.999 $ | -93.668 $ | -24,0 % | 389.667 $ | +30.896 $ | +8,6 % | 358.771 $ | +146.283 $ | +68,8 % | 212.488 $ | ||
| ROCKLAND TRUST CO | 347.044 $ | -41.389 $ | -10,7 % | 388.433 $ | +65.864 $ | +20,4 % | 322.569 $ | +91.597 $ | +39,7 % | 230.972 $ | ||
| Concorde Asset Management, LLC | 306.532 $ | -80.730 $ | -20,8 % | 387.262 $ | +104.355 $ | +36,9 % | 282.907 $ | |||||
| Alteri Wealth LLC | 330.356 $ | -55.344 $ | -14,3 % | 385.700 $ | +30.581 $ | +8,6 % | 355.119 $ | +36.750 $ | +11,5 % | 318.369 $ | +45.544 $ | +16,7 % |
| Balefire, LLC | 383.817 $ | |||||||||||
| Sterling Investment Advisors, Ltd. | 328.620 $ | -55.052 $ | -14,3 % | 383.672 $ | +30.420 $ | +8,6 % | 353.252 $ | |||||
| North Star Investment Management Corp. | 383.666 $ | +6.253 $ | +1,7 % | 377.413 $ | +94.860 $ | +33,6 % | 282.553 $ | +87.457 $ | +44,8 % | 195.096 $ | +65.699 $ | +50,8 % |
| Gould Capital, LLC | 328.469 $ | -55.027 $ | -14,3 % | 383.496 $ | +12.630 $ | +3,4 % | 370.866 $ | +38.380 $ | +11,5 % | 332.486 $ | +47.563 $ | +16,7 % |
| LBMC INVESTMENT ADVISORS, LLC | 383.440 $ | +41.555 $ | +12,2 % | 341.885 $ | +27.107 $ | +8,6 % | 314.778 $ | +32.576 $ | +11,5 % | 282.202 $ | +40.370 $ | +16,7 % |
| Secure Asset Management, LLC | 228.946 $ | -149.701 $ | -39,5 % | 378.647 $ | -4.638 $ | -1,2 % | 383.285 $ | +42.717 $ | +12,5 % | 340.568 $ | +29.703 $ | +9,6 % |
| Code Waechter LLC | 327.638 $ | -54.888 $ | -14,3 % | 382.526 $ | +30.329 $ | +8,6 % | 352.197 $ | +6.992 $ | +2,0 % | 345.205 $ | +80.175 $ | +30,3 % |
| Daiichi Life International Holdings LLC | 381.326 $ | +26.746 $ | +7,5 % | 354.580 $ | ||||||||
| LANDAAS & CO /WI /ADV | 325.750 $ | -54.572 $ | -14,3 % | 380.322 $ | ||||||||
| Atlas Brown,Inc. | 330.815 $ | -49.250 $ | -13,0 % | 380.065 $ | +17.878 $ | +4,9 % | 362.187 $ | |||||
| Financial Security Advisor, Inc. | 339.493 $ | -39.595 $ | -10,4 % | 379.088 $ | +30.057 $ | +8,6 % | 349.031 $ | |||||
| HOWARD BAILEY SECURITIES, LLC | 213.466 $ | -114.763 $ | -35,0 % | 328.229 $ | -50.496 $ | -13,3 % | 378.725 $ | +54.202 $ | +16,7 % | |||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 323.938 $ | -54.268 $ | -14,3 % | 378.206 $ | +29.987 $ | +8,6 % | 348.219 $ | +25.411 $ | +7,9 % | 322.808 $ | +46.179 $ | +16,7 % |
| True Freedom Investing, LLC | 377.237 $ | +0 $ | +0,0 % | 377.237 $ | +29.911 $ | +8,6 % | 347.326 $ | |||||
| Johnson Financial Group, LLC | 375.738 $ | |||||||||||
| Financial Perspectives, Inc | 318.426 $ | -57.047 $ | -15,2 % | 375.473 $ | +132.694 $ | +54,7 % | 242.779 $ | +42.443 $ | +21,2 % | 200.336 $ | +28.659 $ | +16,7 % |
| TruNorth Capital Management, LLC | 373.926 $ | +10.795 $ | +3,0 % | 363.131 $ | ||||||||
| TRED AVON FAMILY WEALTH, LLC | 373.798 $ | +29.637 $ | +8,6 % | 344.161 $ | +31.250 $ | +10,0 % | 312.911 $ | |||||
| Hurlow Wealth Management Group, Inc. | 319.936 $ | -53.598 $ | -14,3 % | 373.534 $ | +29.617 $ | +8,6 % | 343.917 $ | |||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 289.203 $ | -80.805 $ | -21,8 % | 370.008 $ | +57.422 $ | +18,4 % | 312.586 $ | +107.302 $ | +52,3 % | 205.284 $ | ||
| J. L. Bainbridge & Co., Inc. | 319.407 $ | -50.424 $ | -13,6 % | 369.831 $ | +79.567 $ | +27,4 % | 290.264 $ | +44.592 $ | +18,2 % | 245.672 $ | +6.397 $ | +2,7 % |
| Meridian Wealth Partners, LLC | 226.002 $ | -37.861 $ | -14,3 % | 263.863 $ | -105.786 $ | -28,6 % | 369.649 $ | +41.165 $ | +12,5 % | 328.484 $ | +47.926 $ | +17,1 % |
| 44 WEALTH MANAGEMENT LLC | 316.553 $ | -53.031 $ | -14,3 % | 369.584 $ | ||||||||
| VALICENTI ADVISORY SERVICES INC | 316.000 $ | -53.000 $ | -14,4 % | 369.000 $ | +3.000 $ | +0,8 % | 366.000 $ | +38.000 $ | +11,6 % | 328.000 $ | +47.000 $ | +16,7 % |
| Cornerstone Wealth Management, LLC | 353.881 $ | -15.026 $ | -4,1 % | 368.907 $ | +39.966 $ | +12,1 % | 328.941 $ | +27.563 $ | +9,1 % | 301.378 $ | +59.887 $ | +24,8 % |
| 3EDGE Asset Management, LP | 299.397 $ | -57.298 $ | -16,1 % | 356.695 $ | -11.979 $ | -3,2 % | 368.674 $ | +35.387 $ | +10,6 % | 333.287 $ | +29.282 $ | +9,6 % |
| Wealth Dimensions Group, Ltd. | 315.564 $ | -51.984 $ | -14,1 % | 367.548 $ | +30.684 $ | +9,1 % | 336.864 $ | +51.969 $ | +18,2 % | 284.895 $ | +40.756 $ | +16,7 % |
| Security National Bank | 279.991 $ | -85.432 $ | -23,4 % | 365.423 $ | +354.384 $ | +3.210,3 % | 11.039 $ | |||||
| Westview Management dba Westview Investment Advisors | 365.265 $ | |||||||||||
| Hutchens & Kramer Investment Management Group, LLC | 204.330 $ | -38.903 $ | -16,0 % | 243.233 $ | -121.545 $ | -33,3 % | 364.778 $ | +6.167 $ | +1,7 % | 358.611 $ | +70.689 $ | +24,6 % |
| TrustBank | 312.083 $ | -52.282 $ | -14,3 % | 364.365 $ | +28.889 $ | +8,6 % | 335.476 $ | |||||
| GOLDEN ROAD ADVISORS LLC | 279.991 $ | -17.373 $ | -5,8 % | 297.364 $ | -66.486 $ | -18,3 % | 363.850 $ | |||||
| New Hampshire Trust | 310.724 $ | -52.054 $ | -14,3 % | 362.778 $ | +28.763 $ | +8,6 % | 334.015 $ | +34.566 $ | +11,5 % | 299.449 $ | +32.174 $ | +12,0 % |
| UNIVEST FINANCIAL Corp | 309.515 $ | -52.117 $ | -14,4 % | 361.632 $ | +28.916 $ | +8,7 % | 332.716 $ | +70.526 $ | +26,9 % | 262.190 $ | +47.422 $ | +22,1 % |
| ATLAS CAPITAL ADVISORS INC. | 309.364 $ | -51.827 $ | -14,3 % | 361.191 $ | +9.725 $ | +2,8 % | 351.466 $ | |||||
| PARSONS CAPITAL MANAGEMENT INC/RI | 334.434 $ | -26.053 $ | -7,2 % | 360.487 $ | +30.530 $ | +9,3 % | 329.957 $ | +31.308 $ | +10,5 % | 298.649 $ | +42.723 $ | +16,7 % |
| Cape Investment Advisory, Inc. | 207.577 $ | -8.856 $ | -4,1 % | 216.433 $ | -144.043 $ | -40,0 % | 360.476 $ | +166.471 $ | +85,8 % | 194.005 $ | +11.789 $ | +6,5 % |
| Atlanta Consulting Group Advisors, LLC | 308.383 $ | -51.662 $ | -14,3 % | 360.045 $ | +77.249 $ | +27,3 % | 282.796 $ | +29.265 $ | +11,5 % | 253.531 $ | +36.269 $ | +16,7 % |
| NDVR, Inc. | 357.797 $ | +37.027 $ | +11,5 % | 320.770 $ | +45.887 $ | +16,7 % | ||||||
| SAXON INTERESTS, INC. | 306.269 $ | -51.308 $ | -14,3 % | 357.577 $ | +28.351 $ | +8,6 % | 329.226 $ | +65.180 $ | +24,7 % | 264.046 $ | +24.904 $ | +10,4 % |
| Aprio Wealth Management, LLC | 262.322 $ | -56.288 $ | -17,7 % | 318.610 $ | -35.778 $ | -10,1 % | 354.388 $ | +134.332 $ | +61,0 % | 220.056 $ | +14.081 $ | +6,8 % |
| Avalon Trust Co | 302.040 $ | -50.600 $ | -14,3 % | 352.640 $ | +48.252 $ | +15,9 % | 304.388 $ | +31.500 $ | +11,5 % | 272.888 $ | ||
| Smith & Howard Wealth Management, LLC | 291.695 $ | -48.867 $ | -14,3 % | 340.562 $ | -11.878 $ | -3,4 % | 352.440 $ | +6.928 $ | +2,0 % | 345.512 $ | +49.427 $ | +16,7 % |
| WEALTH EFFECTS LLC | 352.405 $ | |||||||||||
| Smithfield Trust Co | 260.000 $ | -92.000 $ | -26,1 % | 352.000 $ | +72.000 $ | +25,7 % | 280.000 $ | +42.000 $ | +17,6 % | 238.000 $ | +33.000 $ | +16,1 % |
| Fiduciary Group, LLC | 300.907 $ | -50.411 $ | -14,3 % | 351.318 $ | +31.914 $ | +10,0 % | 319.404 $ | +33.054 $ | +11,5 % | 286.350 $ | +72.143 $ | +33,7 % |
| ZACKS INVESTMENT MANAGEMENT | 350.877 $ | +39.752 $ | +12,8 % | 311.125 $ | +67.637 $ | +27,8 % | 243.488 $ | |||||
| Krilogy Financial LLC | 277.877 $ | -53.731 $ | -16,2 % | 331.608 $ | -18.179 $ | -5,2 % | 349.787 $ | +69.025 $ | +24,6 % | 280.762 $ | ||
| Briggs Wealth Management, Inc | 349.554 $ | +5.069 $ | +1,5 % | 344.485 $ | ||||||||
| WEST BANCORPORATION INC | 299.095 $ | -50.107 $ | -14,3 % | 349.202 $ | +27.688 $ | +8,6 % | 321.514 $ | +33.272 $ | +11,5 % | 288.242 $ | +41.234 $ | +16,7 % |
| Cornerstone Planning, LLC | 348.932 $ | +18.508 $ | +5,6 % | 330.424 $ | +26.199 $ | +8,6 % | 304.225 $ | |||||
| Kingdom Financial Group LLC. | 101.223 $ | -184.058 $ | -64,5 % | 285.281 $ | -61.895 $ | -17,8 % | 347.176 $ | |||||
| Golden Reserve Retirement LLC | 346.920 $ | |||||||||||
| Madison Wealth Partners, Inc | 315.103 $ | -30.484 $ | -8,8 % | 345.587 $ | +37.547 $ | +12,2 % | 308.040 $ | +23.437 $ | +8,2 % | 284.603 $ | +15.644 $ | +5,8 % |
| Geneva Partners, LLC | 264.703 $ | -44.345 $ | -14,3 % | 309.048 $ | -34.890 $ | -10,1 % | 343.938 $ | |||||
| Elwood & Goetz Wealth Advisory Group, LLC | 297.660 $ | -46.076 $ | -13,4 % | 343.736 $ | ||||||||
| BCM ADVISORS, LLC | 238.829 $ | -27.382 $ | -10,3 % | 266.211 $ | -77.060 $ | -22,4 % | 343.271 $ | +70.272 $ | +25,7 % | 272.999 $ | ||
| LFA - Lugano Financial Advisors SA | 293.960 $ | -49.247 $ | -14,3 % | 343.207 $ | +27.212 $ | +8,6 % | 315.995 $ | +47.910 $ | +17,9 % | 268.085 $ | +138.937 $ | +107,6 % |
| Prosperity Consulting Group, LLC | 263.681 $ | -52.196 $ | -16,5 % | 315.877 $ | -26.985 $ | -7,9 % | 342.862 $ | +82.127 $ | +31,5 % | 260.735 $ | ||
| Mid-American Wealth Advisory Group, Inc. | 306.722 $ | -35.410 $ | -10,3 % | 342.132 $ | +0 $ | +0,0 % | 342.132 $ | +29.367 $ | +9,4 % | 312.765 $ | +32.332 $ | +11,5 % |
| BAM Wealth Management, LLC | 217.469 $ | -45.424 $ | -17,3 % | 262.893 $ | -78.751 $ | -23,1 % | 341.644 $ | +12.359 $ | +3,8 % | 329.285 $ | ||
| Main Street Group, LTD | 300.983 $ | -40.637 $ | -11,9 % | 341.620 $ | +31.226 $ | +10,1 % | 310.394 $ | +32.122 $ | +11,5 % | 278.272 $ | +39.807 $ | +16,7 % |
| Cyr Financial Inc. | 291.393 $ | -48.816 $ | -14,3 % | 340.209 $ | ||||||||
| W1M Asset Management Ltd | 294.554 $ | -45.406 $ | -13,4 % | 339.960 $ | +26.943 $ | +8,6 % | 313.017 $ | |||||
| DOPKINS WEALTH MANAGEMENT, LLC | 216.412 $ | -36.255 $ | -14,3 % | 252.667 $ | -87.111 $ | -25,6 % | 339.778 $ | +13.332 $ | +4,1 % | 326.446 $ | -142.065 $ | -30,3 % |
| Francis Financial, Inc. | 339.342 $ | |||||||||||
| PIN OAK INVESTMENT ADVISORS INC | 275.000 $ | -46.000 $ | -14,3 % | 321.000 $ | -18.000 $ | -5,3 % | 339.000 $ | +1.638 $ | +0,5 % | 337.362 $ | +64.362 $ | +23,6 % |
| Focused Wealth Management, Inc | 292.450 $ | -46.525 $ | -13,7 % | 338.975 $ | +9.181 $ | +2,8 % | 329.794 $ | +43.735 $ | +15,3 % | 286.059 $ | +29.697 $ | +11,6 % |
| Harrington Investments, INC | 287.391 $ | -51.408 $ | -15,2 % | 338.799 $ | +26.863 $ | +8,6 % | 311.936 $ | +32.281 $ | +11,5 % | 279.655 $ | +40.006 $ | +16,7 % |
| M. Kulyk & Associates, LLC | 289.656 $ | -48.526 $ | -14,3 % | 338.182 $ | +26.814 $ | +8,6 % | 311.368 $ | +32.222 $ | +11,5 % | 279.146 $ | +39.933 $ | +16,7 % |
| BURKE & HERBERT BANK & TRUST CO | 272.063 $ | -65.942 $ | -19,5 % | 338.005 $ | +26.799 $ | +8,6 % | 311.206 $ | +32.206 $ | +11,5 % | 279.000 $ | +39.912 $ | +16,7 % |
| FORTRESS FINANCIAL GROUP, LLC | 264.285 $ | -73.368 $ | -21,7 % | 337.653 $ | ||||||||
| Allen Capital Group, LLC | 289.128 $ | -48.437 $ | -14,3 % | 337.565 $ | +26.765 $ | +8,6 % | 310.800 $ | +30.563 $ | +10,9 % | 280.237 $ | +52.498 $ | +23,1 % |
| Guidance Point Advisors, LLC | 336.358 $ | +48.118 $ | +16,7 % | |||||||||
| Compass Financial Group, INC/SD | 287.240 $ | -48.738 $ | -14,5 % | 335.978 $ | +72.013 $ | +27,3 % | 263.965 $ | +30.664 $ | +13,1 % | 233.301 $ | +33.188 $ | +16,6 % |
| Revolve Wealth Partners, LLC | 287.693 $ | -48.197 $ | -14,3 % | 335.890 $ | +26.632 $ | +8,6 % | 309.258 $ | +32.004 $ | +11,5 % | 277.254 $ | +39.662 $ | +16,7 % |
| First Financial Group Corp | 287.165 $ | -48.107 $ | -14,3 % | 335.272 $ | ||||||||
| Jupiter Topco LLC | 335.113 $ | |||||||||||
| VestGen Investment Management | 334.745 $ | +6.334 $ | +1,9 % | 328.411 $ | ||||||||
| Bluespring Wealth Management, LLC | 334.736 $ | |||||||||||
| Bedel Financial Consulting, Inc. | 287.014 $ | -47.024 $ | -14,1 % | 334.038 $ | +26.485 $ | +8,6 % | 307.553 $ | +32.046 $ | +11,6 % | 275.507 $ | +39.412 $ | +16,7 % |
| Graney & King, LLC | 285.655 $ | -47.855 $ | -14,3 % | 333.510 $ | +26.444 $ | +8,6 % | 307.066 $ | +31.775 $ | +11,5 % | 275.291 $ | +24.915 $ | +10,0 % |
| KFG WEALTH MANAGEMENT, LLC | 333.403 $ | +83.910 $ | +33,6 % | 249.493 $ | -23.806 $ | -8,7 % | 273.299 $ | +26.099 $ | +10,6 % | 247.200 $ | +26.321 $ | +11,9 % |
| Genus Capital Management Inc. | 285.428 $ | -47.817 $ | -14,3 % | 333.245 $ | +26.422 $ | +8,6 % | 306.823 $ | +31.752 $ | +11,5 % | 275.071 $ | +39.350 $ | +16,7 % |
| Hyposwiss Advisors SA | 242.387 $ | -40.607 $ | -14,3 % | 282.994 $ | -48.991 $ | -14,8 % | 331.985 $ | |||||
| INSIGHT 2811, INC. | 283.540 $ | -47.501 $ | -14,3 % | 331.041 $ | +26.248 $ | +8,6 % | 304.793 $ | +24.992 $ | +8,9 % | 279.801 $ | +21.319 $ | +8,2 % |
| Alta Wealth Advisors LLC | 294.716 $ | -35.356 $ | -10,7 % | 330.072 $ | +88.596 $ | +36,7 % | 241.476 $ | |||||
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 226.483 $ | +15.928 $ | +7,6 % | 210.555 $ | -118.656 $ | -36,0 % | 329.211 $ | +74.159 $ | +29,1 % | |||
| Integrity Advisory Solutions, LLC | 328.997 $ | +51.469 $ | +18,5 % | 277.528 $ | +43.677 $ | +18,7 % | 233.851 $ | |||||
| VANCE WEALTH, LLC | 218.882 $ | -36.669 $ | -14,3 % | 255.551 $ | -3.439 $ | -1,3 % | 258.990 $ | -68.466 $ | -20,9 % | 327.456 $ | +46.214 $ | +16,4 % |
| D.B. Root & Company, LLC | 237.630 $ | -89.179 $ | -27,3 % | 326.809 $ | +25.912 $ | +8,6 % | 300.897 $ | +31.139 $ | +11,5 % | 269.758 $ | +38.589 $ | +16,7 % |
| Octavia Wealth Advisors, LLC | 313.144 $ | -13.646 $ | -4,2 % | 326.790 $ | +14.170 $ | +4,5 % | 312.620 $ | |||||
| Clark Capital Management Group, Inc. | 326.430 $ | +43.436 $ | +15,3 % | 282.994 $ | +45.572 $ | +19,2 % | 237.422 $ | |||||
| Coastwise Capital Group, LLC | 279.387 $ | -46.805 $ | -14,3 % | 326.192 $ | +25.863 $ | +8,6 % | 300.329 $ | |||||
| Tradewinds, LLC. | 325.861 $ | |||||||||||
| QUANTUM FINANCIAL PARTNERS LLC | 324.693 $ | |||||||||||
| CHAPMAN FINANCIAL GROUP, LLC | 324.609 $ | +191.785 $ | +144,4 % | 132.824 $ | +130.064 $ | +4.712,5 % | 2.760 $ | +285 $ | +11,5 % | 2.475 $ | ||
| TFB Advisors LLC | 316.563 $ | -7.730 $ | -2,4 % | 324.293 $ | +19.976 $ | +6,6 % | ||||||
| Welch Group, LLC | 277.802 $ | -46.186 $ | -14,3 % | 323.988 $ | +26.824 $ | +9,0 % | 297.164 $ | |||||
| KG Capital Management | 234.232 $ | -56.960 $ | -19,6 % | 291.192 $ | -31.215 $ | -9,7 % | 322.407 $ | +33.365 $ | +11,5 % | 289.042 $ | +37.295 $ | +14,8 % |
| Balboa Wealth Partners | 321.608 $ | +26.717 $ | +9,1 % | 294.891 $ | ||||||||
| Mystic Asset Management, Inc. | 275.687 $ | -45.744 $ | -14,2 % | 321.431 $ | +25.485 $ | +8,6 % | 295.946 $ | +31.718 $ | +12,0 % | 264.228 $ | +37.799 $ | +16,7 % |
| FIRST NATIONAL BANK SIOUX FALLS | 223.056 $ | +0 $ | +0,0 % | 223.056 $ | +22.241 $ | +11,1 % | 200.815 $ | -119.373 $ | -37,3 % | 320.188 $ | +45.804 $ | +16,7 % |
| Montecito Bank & Trust | 274.102 $ | -45.918 $ | -14,3 % | 320.020 $ | +25.372 $ | +8,6 % | 294.648 $ | +16.667 $ | +6,0 % | 277.981 $ | ||
| Stirlingshire Investments, Inc. | 216.962 $ | -103.010 $ | -32,2 % | 319.972 $ | ||||||||
| Argyle Capital Partners, LLC | 273.875 $ | -45.881 $ | -14,3 % | 319.756 $ | +25.352 $ | +8,6 % | 294.404 $ | +30.467 $ | +11,5 % | 263.937 $ | +37.757 $ | +16,7 % |
| Columbia Bank | 319.407 $ | +48.051 $ | +17,7 % | 271.356 $ | ||||||||
| Graetz Wealth LLC | 253.049 $ | -66.178 $ | -20,7 % | 319.227 $ | +25.310 $ | +8,6 % | 293.917 $ | |||||
| Cottage Street Advisors LLC | 316.311 $ | -1.593 $ | -0,5 % | 317.904 $ | +71.878 $ | +29,2 % | 246.026 $ | -12.016 $ | -4,7 % | 258.042 $ | +41.528 $ | +19,2 % |
| Telos Capital Management, Inc. | 271.988 $ | -45.565 $ | -14,3 % | 317.553 $ | +17.224 $ | +5,7 % | 300.329 $ | +29.479 $ | +10,9 % | 270.850 $ | +36.937 $ | +15,8 % |
| Hardman Johnston Global Advisors LLC | 271.836 $ | -45.540 $ | -14,3 % | 317.376 $ | +25.164 $ | +8,6 % | 292.212 $ | +30.240 $ | +11,5 % | 261.972 $ | +37.476 $ | +16,7 % |
| HOLLENCREST CAPITAL MANAGEMENT | 200.102 $ | -116.928 $ | -36,9 % | 317.030 $ | +4.857 $ | +1,6 % | 312.173 $ | +37.109 $ | +13,5 % | 275.064 $ | +60.244 $ | +28,0 % |
| A. D. Beadell Investment Counsel, Inc. | 271.000 $ | -46.000 $ | -14,5 % | 317.000 $ | +25.000 $ | +8,6 % | 292.000 $ | +31.000 $ | +11,9 % | 261.000 $ | +37.000 $ | +16,5 % |
| HCR Wealth Advisors | 237.554 $ | -79.293 $ | -25,0 % | 316.847 $ | +25.123 $ | +8,6 % | 291.724 $ | +30.620 $ | +11,7 % | 261.104 $ | +36.983 $ | +16,5 % |
| SALEM INVESTMENT COUNSELORS INC | 316.689 $ | +76.981 $ | +32,1 % | 239.708 $ | +67.170 $ | +38,9 % | 172.538 $ | +24.682 $ | +16,7 % | |||
| Alchemi Wealth, LLC | 273.800 $ | -42.783 $ | -13,5 % | 316.583 $ | +40.199 $ | +14,5 % | 276.384 $ | |||||
| FIRST FINANCIAL BANKSHARES INC | 201.330 $ | -33.664 $ | -14,3 % | 234.994 $ | +18.668 $ | +8,6 % | 216.326 $ | -100.078 $ | -31,6 % | 316.404 $ | +60.853 $ | +23,8 % |
| Inspire Advisors, LLC | 316.009 $ | +5.421 $ | +1,7 % | 310.588 $ | ||||||||
| Diversified Enterprises, LLC | 269.873 $ | -45.211 $ | -14,3 % | 315.084 $ | +14.024 $ | +4,7 % | 301.060 $ | +31.156 $ | +11,5 % | 269.904 $ | +40.232 $ | +17,5 % |
| CENTAURUS FINANCIAL, INC. | 276.000 $ | -39.000 $ | -12,4 % | 315.000 $ | +142.000 $ | +82,1 % | 173.000 $ | +28.000 $ | +19,3 % | 145.000 $ | ||
| Orion Capital Management LLC | 314.900 $ | +57.720 $ | +22,4 % | 257.180 $ | +66.759 $ | +35,1 % | 190.421 $ | +103.024 $ | +117,9 % | 87.397 $ | +46.177 $ | +112,0 % |
| CALDWELL SUTTER CAPITAL, INC. | 258.320 $ | -55.970 $ | -17,8 % | 314.290 $ | +24.919 $ | +8,6 % | 289.371 $ | +29.946 $ | +11,5 % | 259.425 $ | +37.112 $ | +16,7 % |
| Legacy Bridge, LLC | 314.047 $ | +123.709 $ | +65,0 % | 190.338 $ | +21.585 $ | +12,8 % | 168.753 $ | +17.464 $ | +11,5 % | 151.289 $ | +21.642 $ | +16,7 % |
| Harbour Capital Advisors, LLC | 313.842 $ | +48.953 $ | +18,5 % | |||||||||
| Centric Wealth Management | 302.833 $ | +0 $ | +0,0 % | 302.833 $ | -10.405 $ | -3,3 % | 313.238 $ | +43.568 $ | +16,2 % | 269.670 $ | +41.360 $ | +18,1 % |
| LifeGoal Investments, LLC | 284.975 $ | -28.188 $ | -9,0 % | 313.163 $ | +80.854 $ | +34,8 % | 232.309 $ | |||||
| LFG Wealth Partners, LLC | 267.467 $ | -44.723 $ | -14,3 % | 312.190 $ | +24.802 $ | +8,6 % | 287.388 $ | |||||
| Integrity Wealth Solutions LLC | 260.736 $ | -50.998 $ | -16,4 % | 311.734 $ | +27.152 $ | +9,5 % | 284.582 $ | +29.450 $ | +11,5 % | 255.132 $ | +11.180 $ | +4,6 % |
| Gilliland Jeter Wealth Management LLC | 211.050 $ | -100.562 $ | -32,3 % | 311.612 $ | +92.793 $ | +42,4 % | 218.819 $ | |||||
| MAIRS & POWER INC | 266.173 $ | -44.591 $ | -14,3 % | 310.764 $ | +24.640 $ | +8,6 % | 286.124 $ | +29.610 $ | +11,5 % | 256.514 $ | +36.695 $ | +16,7 % |
| LYELL WEALTH MANAGEMENT, LP | 265.569 $ | -44.490 $ | -14,3 % | 310.059 $ | +24.584 $ | +8,6 % | 285.475 $ | +29.543 $ | +11,5 % | 255.932 $ | +36.612 $ | +16,7 % |
| Blue Capital, Inc. | 309.442 $ | +10.899 $ | +3,7 % | 298.543 $ | ||||||||
| COMMONS CAPITAL, LLC | 309.014 $ | |||||||||||
| WealthPLAN Partners, LLC | 220.414 $ | -52.089 $ | -19,1 % | 272.503 $ | -35.618 $ | -11,6 % | 308.121 $ | +55.609 $ | +22,0 % | 252.512 $ | -1.979 $ | -0,8 % |
| PGIM Custom Harvest LLC | 226.530 $ | -80.972 $ | -26,3 % | 307.502 $ | ||||||||
| Tidemark, LLC | 254.167 $ | -53.247 $ | -17,3 % | 307.414 $ | +113.191 $ | +58,3 % | 194.223 $ | +31.276 $ | +19,2 % | |||
| Jackson Wealth Management, LLC | 307.000 $ | +86.000 $ | +38,9 % | 221.000 $ | -11.000 $ | -4,7 % | 232.000 $ | -7.000 $ | -2,9 % | |||
| Live Oak Private Wealth LLC | 253.261 $ | -53.007 $ | -17,3 % | 306.268 $ | +12.757 $ | +4,3 % | 293.511 $ | +18.950 $ | +6,9 % | 274.561 $ | +38.341 $ | +16,2 % |
| KINTRA WEALTH, LLC | 306.021 $ | +5.219 $ | +1,7 % | 300.802 $ | +97.958 $ | +48,3 % | 202.844 $ | |||||
| Legacy Trust | 261.642 $ | -43.832 $ | -14,3 % | 305.474 $ | ||||||||
| Alpine Bank Wealth Management | 261.340 $ | -43.782 $ | -14,3 % | 305.122 $ | +24.193 $ | +8,6 % | 280.929 $ | +29.072 $ | +11,5 % | 251.857 $ | +36.029 $ | +16,7 % |
| James J. Burns & Company, LLC | 259.603 $ | -43.227 $ | -14,3 % | 302.830 $ | +24.011 $ | +8,6 % | 278.819 $ | +29.145 $ | +11,7 % | 249.674 $ | +35.779 $ | +16,7 % |
| JOHN G ULLMAN & ASSOCIATES INC | 302.342 $ | |||||||||||
| Advantage Trust Co | 268.212 $ | -33.912 $ | -11,2 % | 302.124 $ | +23.954 $ | +8,6 % | 278.170 $ | +19.691 $ | +7,6 % | 258.479 $ | +36.976 $ | +16,7 % |
| Winthrop Capital Management, LLC | 228.000 $ | -74.000 $ | -24,5 % | 302.000 $ | +24.000 $ | +8,6 % | 278.000 $ | +29.000 $ | +11,6 % | 249.000 $ | +36.000 $ | +16,9 % |
| Allegheny Financial Group | 259.783 $ | -41.757 $ | -13,8 % | 301.540 $ | +23.908 $ | +8,6 % | 277.632 $ | -902 $ | -0,3 % | 278.534 $ | ||
| Reyes Financial Architecture, Inc. | 218.472 $ | -66.304 $ | -23,3 % | 284.776 $ | -16.378 $ | -5,4 % | 301.154 $ | +31.185 $ | +11,6 % | 269.969 $ | +38.622 $ | +16,7 % |
| Heritage Trust Co | 257.489 $ | -43.137 $ | -14,3 % | 300.626 $ | ||||||||
| Impact Capital Partners LLC | 233.930 $ | -39.190 $ | -14,3 % | 273.120 $ | -26.154 $ | -8,7 % | 299.274 $ | |||||
| Oak Barrel Wealth Advisory LLC | 278.330 $ | -20.863 $ | -7,0 % | 299.193 $ | ||||||||
| VAUGHAN DAVID INVESTMENTS LLC/IL | 298.000 $ | +42.000 $ | +16,4 % | |||||||||
| FLAGSHIP WEALTH ADVISORS, LLC | 288.750 $ | +104.540 $ | +56,8 % | 184.210 $ | -113.522 $ | -38,1 % | 297.732 $ | +46.239 $ | +18,4 % | 251.493 $ | +53.999 $ | +27,3 % |
| Unify Financial Advisors | 297.407 $ | |||||||||||
| Dorsey & Whitney Trust CO LLC | 254.469 $ | -42.630 $ | -14,3 % | 297.099 $ | +23.556 $ | +8,6 % | 273.543 $ | +28.308 $ | +11,5 % | 245.235 $ | +35.082 $ | +16,7 % |
| JEPPSON WEALTH MANAGEMENT, LLC | 257.036 $ | -40.063 $ | -13,5 % | 297.099 $ | +23.556 $ | +8,6 % | 273.543 $ | +28.308 $ | +11,5 % | 245.235 $ | +35.082 $ | +16,7 % |
| Hilltop Partners LLC | 249.183 $ | -46.506 $ | -15,7 % | 295.689 $ | +32.942 $ | +12,5 % | 262.747 $ | +26.536 $ | +11,2 % | 236.211 $ | ||
| Traynor Capital Management, Inc. | 283.260 $ | -11.415 $ | -3,9 % | 294.675 $ | +39.042 $ | +15,3 % | 255.633 $ | |||||
| United Advisor Group, LLC | 253.457 $ | -40.634 $ | -13,8 % | 294.091 $ | -153.527 $ | -34,3 % | ||||||
| SARD WEALTH MANAGEMENT GROUP, LLC | 251.750 $ | -42.175 $ | -14,3 % | 293.925 $ | +23.304 $ | +8,6 % | 270.621 $ | +28.006 $ | +11,5 % | 242.615 $ | +34.707 $ | +16,7 % |
| High Net Worth Advisory Group LLC | 251.373 $ | -42.112 $ | -14,3 % | 293.485 $ | +23.270 $ | +8,6 % | 270.215 $ | +27.964 $ | +11,5 % | 242.251 $ | +34.654 $ | +16,7 % |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 276.216 $ | -17.180 $ | -5,9 % | 293.396 $ | ||||||||
| XY Planning Network, Inc. | 282.407 $ | -10.488 $ | -3,6 % | 292.895 $ | +439 $ | +0,2 % | 292.456 $ | |||||
| 55 North Private Wealth, LLC | 292.224 $ | |||||||||||
| DLK Investment Management, LLC | 291.739 $ | |||||||||||
| FRG Family Wealth Advisors LLC | 291.408 $ | +23.150 $ | +8,6 % | 268.258 $ | +28.018 $ | +11,7 % | 240.240 $ | |||||
| Turtle Creek Wealth Advisors, LLC | 291.192 $ | +88.835 $ | +43,9 % | 202.357 $ | ||||||||
| WFA of San Diego, LLC | 288.602 $ | +12.044 $ | +4,4 % | 276.558 $ | -14.112 $ | -4,9 % | 290.670 $ | +44.416 $ | +18,0 % | 246.254 $ | +23.317 $ | +10,5 % |
| Verum Partners LLC | 290.487 $ | |||||||||||
| Onyx Bridge Wealth Group LLC | 257.791 $ | -32.167 $ | -11,1 % | 289.958 $ | ||||||||
| VISTA CAPITAL PARTNERS, INC. | 289.843 $ | |||||||||||
| BOS Asset Management, LLC | 265.273 $ | -23.855 $ | -8,3 % | 289.128 $ | +16.604 $ | +6,1 % | 272.524 $ | |||||
| Beaird Harris Wealth Management, LLC | 252.732 $ | -35.023 $ | -12,2 % | 287.755 $ | +22.816 $ | +8,6 % | 264.939 $ | +27.417 $ | +11,5 % | 237.522 $ | +49.568 $ | +26,4 % |
| PENINSULA ASSET MANAGEMENT INC | 260.132 $ | -25.947 $ | -9,1 % | 286.079 $ | +75.443 $ | +35,8 % | 210.636 $ | |||||
| Virtue Capital Management, LLC | 285.654 $ | +56.307 $ | +24,6 % | 229.347 $ | ||||||||
| Lloyd Advisory Services, LLC. | 46.834 $ | -238.447 $ | -83,6 % | 285.281 $ | +276.515 $ | +3.154,4 % | 8.766 $ | |||||
| Kings Path Partners LLC | 244.124 $ | -40.897 $ | -14,3 % | 285.021 $ | +22.598 $ | +8,6 % | 262.423 $ | +27.158 $ | +11,5 % | 235.265 $ | +33.655 $ | +16,7 % |
| Dentgroup LLC | 284.826 $ | +659 $ | +0,2 % | 284.167 $ | ||||||||
| Asset Management Group, Inc. | 243.520 $ | -40.796 $ | -14,3 % | 284.316 $ | +22.543 $ | +8,6 % | 261.773 $ | +27.090 $ | +11,5 % | 234.683 $ | +33.572 $ | +16,7 % |
| HOWE & RUSLING INC | 243.421 $ | -40.702 $ | -14,3 % | 284.123 $ | +22.571 $ | +8,6 % | 261.552 $ | +27.318 $ | +11,7 % | 234.234 $ | +33.522 $ | +16,7 % |
| Cannell & Spears LLC | 225.926 $ | -57.068 $ | -20,2 % | 282.994 $ | +38.672 $ | +15,8 % | 244.322 $ | |||||
| WNY Asset Management, LLC | 242.614 $ | -39.851 $ | -14,1 % | 282.465 $ | +37.885 $ | +15,5 % | 244.580 $ | |||||
| HOWARD WEALTH MANAGEMENT, LLC | 239.216 $ | -43.160 $ | -15,3 % | 282.376 $ | +49.256 $ | +21,1 % | 233.120 $ | +28.491 $ | +13,9 % | 204.629 $ | ||
| Carrera Capital Advisors | 241.103 $ | -40.392 $ | -14,3 % | 281.495 $ | +23.861 $ | +9,3 % | 257.634 $ | +26.662 $ | +11,5 % | 230.972 $ | ||
| OneAscent Family Office, LLC | 240.952 $ | -40.367 $ | -14,3 % | 281.319 $ | ||||||||
| Zuckerman Investment Group, LLC | 280.605 $ | +29.039 $ | +11,5 % | 251.566 $ | +35.987 $ | +16,7 % | ||||||
| LongView Wealth Management | 280.141 $ | |||||||||||
| TOBIAS FINANCIAL ADVISORS, INC. | 239.518 $ | -40.126 $ | -14,3 % | 279.644 $ | ||||||||
| Ledyard National Bank | 239.442 $ | -40.113 $ | -14,3 % | 279.555 $ | +22.165 $ | +8,6 % | 257.390 $ | +22.197 $ | +9,4 % | 235.193 $ | ||
| D'Orazio & Associates, Inc. | 239.380 $ | -40.027 $ | -14,3 % | 279.407 $ | +22.197 $ | +8,6 % | 257.210 $ | +26.864 $ | +11,7 % | 230.346 $ | ||
| PARTHENON LLC | 279.387 $ | |||||||||||
| WMG Financial Advisors, LLC | 239.895 $ | -39.308 $ | -14,1 % | 279.203 $ | ||||||||
| Global Trust Asset Management, LLC | 182.130 $ | -65.776 $ | -26,5 % | 247.906 $ | +24.688 $ | +11,1 % | 223.218 $ | -55.273 $ | -19,8 % | 278.491 $ | -8.365 $ | -2,9 % |
| EXENCIAL WEALTH ADVISORS, LLC | 277.793 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 176.500 $ | -101.281 $ | -36,5 % | 277.781 $ | +6.151 $ | +2,3 % | 271.630 $ | +4.686 $ | +1,8 % | 266.944 $ | +42.568 $ | +19,0 % |
| XP Advisory US, Inc. | 277.575 $ | |||||||||||
| Willis Johnson & Associates, Inc. | 276.822 $ | +21.948 $ | +8,6 % | 254.874 $ | +31.106 $ | +13,9 % | 223.768 $ | |||||
| CERTIOR FINANCIAL GROUP, LLC | 235.440 $ | -39.443 $ | -14,3 % | 274.883 $ | +49.880 $ | +22,2 % | 225.003 $ | +23.212 $ | +11,5 % | 201.791 $ | ||
| WESTBOURNE INVESTMENTS, INC. | 231.178 $ | -38.655 $ | -14,3 % | 269.833 $ | +7.336 $ | +2,8 % | 262.497 $ | -11.228 $ | -4,1 % | 273.725 $ | ||
| Physician Wealth Advisors, Inc. | 270.477 $ | +106.763 $ | +65,2 % | 163.714 $ | +12.494 $ | +8,3 % | 151.220 $ | +46.212 $ | +44,0 % | 105.008 $ | +18.888 $ | +21,9 % |
| SUMMIT WEALTH GROUP LLC / CO | 270.188 $ | |||||||||||
| KWMG, LLC | 231.363 $ | -38.759 $ | -14,3 % | 270.122 $ | +21.417 $ | +8,6 % | 248.705 $ | +29.303 $ | +13,4 % | 219.402 $ | ||
| Weaver Consulting Group | 231.363 $ | -38.759 $ | -14,3 % | 270.122 $ | +23.122 $ | +9,4 % | 247.000 $ | +31.965 $ | +14,9 % | 215.035 $ | ||
| North Capital, Inc. | 236.181 $ | -33.628 $ | -12,5 % | 269.809 $ | +119.183 $ | +79,1 % | 150.626 $ | +96.186 $ | +176,7 % | |||
| Safeguard Investment Advisory Group, LLC | 245.105 $ | -23.254 $ | -8,7 % | 268.359 $ | +39.861 $ | +17,4 % | 228.498 $ | |||||
| PENOBSCOT WEALTH MANAGEMENT | 267.758 $ | +51.766 $ | +24,0 % | 215.992 $ | ||||||||
| Pinnacle Family Advisors, LLC | 267.654 $ | +22.034 $ | +9,0 % | 245.620 $ | +25.418 $ | +11,5 % | 220.202 $ | |||||
| Destination Wealth Management | 267.654 $ | +63.349 $ | +31,0 % | 204.305 $ | ||||||||
| Sulzberger Capital Advisors, Inc. | 226.983 $ | -40.230 $ | -15,1 % | 267.213 $ | +21.187 $ | +8,6 % | 246.026 $ | |||||
| Womack Financial LLC | 267.124 $ | |||||||||||
| New England Professional Planning Group Inc. | 228.418 $ | -38.266 $ | -14,3 % | 266.684 $ | +21.145 $ | +8,6 % | 245.539 $ | |||||
| Peak Financial Management, Inc. | 227.512 $ | -38.114 $ | -14,3 % | 265.626 $ | +2.960 $ | +1,1 % | 262.666 $ | +27.182 $ | +11,5 % | 235.484 $ | +3.630 $ | +1,6 % |
| BURLING WEALTH PARTNERS, LLC | 226.983 $ | -38.026 $ | -14,3 % | 265.009 $ | +21.012 $ | +8,6 % | 243.997 $ | +25.250 $ | +11,5 % | 218.747 $ | ||
| Arcus Capital Partners, LLC | 226.682 $ | -37.975 $ | -14,3 % | 264.657 $ | +20.984 $ | +8,6 % | 243.673 $ | +25.217 $ | +11,5 % | 218.456 $ | ||
| Asset Advisory Group, Inc. | 262.624 $ | -1.856 $ | -0,7 % | 264.480 $ | +20.970 $ | +8,6 % | 243.510 $ | |||||
| Capital Advantage, Inc. | 263.863 $ | +20.921 $ | +8,6 % | 242.942 $ | ||||||||
| PATRON PARTNERS, LLC | 213.995 $ | -49.074 $ | -18,7 % | 263.069 $ | +12.741 $ | +5,1 % | 250.328 $ | +25.905 $ | +11,5 % | 224.423 $ | ||
| Prospera Capital Management, LLC | 233.412 $ | -29.393 $ | -11,2 % | 262.805 $ | +20.837 $ | +8,6 % | 241.968 $ | +25.041 $ | +11,5 % | 216.927 $ | ||
| Balance Wealth Partners LLC | 262.700 $ | |||||||||||
| Colonial Trust Advisors | 212.938 $ | -35.673 $ | -14,3 % | 248.611 $ | -13.487 $ | -5,1 % | 262.098 $ | +55.868 $ | +27,1 % | 206.230 $ | +29.502 $ | +16,7 % |
| Accelerate Investment Advisors LLC | 223.369 $ | -37.685 $ | -14,4 % | 261.054 $ | +7.109 $ | +2,8 % | 253.945 $ | +29.517 $ | +13,2 % | 224.428 $ | ||
| Ergawealth Advisors, Inc. | 222.340 $ | -38.378 $ | -14,7 % | 260.718 $ | +26.981 $ | +11,5 % | 233.737 $ | |||||
| MCDONALD PARTNERS LLC | 260.510 $ | |||||||||||
| LAFFER TENGLER INVESTMENTS, INC. | 222.830 $ | -37.330 $ | -14,3 % | 260.160 $ | +20.627 $ | +8,6 % | 239.533 $ | +24.789 $ | +11,5 % | 214.744 $ | ||
| SEARLE & CO. | 259.603 $ | |||||||||||
| SG Americas Securities, LLC | 259.000 $ | |||||||||||
| Medallion Wealth Advisors, LLC | 237.431 $ | -20.878 $ | -8,1 % | 258.309 $ | +189.071 $ | +273,1 % | 69.238 $ | +42.968 $ | +163,6 % | 26.270 $ | +8.652 $ | +49,1 % |
| Ruggiero Investments, Inc. | 258.132 $ | +20.466 $ | +8,6 % | 237.666 $ | ||||||||
| LS Investment Advisors, LLC | 204.632 $ | -53.236 $ | -20,6 % | 257.868 $ | +1.777 $ | +0,7 % | 256.091 $ | |||||
| Elevated Capital Advisors, LLC | 257.387 $ | +42.183 $ | +19,6 % | |||||||||
| RASP WEALTH SOLUTIONS, LLC | 257.003 $ | |||||||||||
| Radnor Capital Management, LLC | 200.123 $ | -56.027 $ | -21,9 % | 256.150 $ | +36.150 $ | +16,4 % | ||||||
| Attessa Capital LLC | 210.371 $ | -45.734 $ | -17,9 % | 256.105 $ | +20.306 $ | +8,6 % | 235.799 $ | +15.306 $ | +6,9 % | 220.493 $ | ||
| PFG Private Wealth Management, LLC | 255.132 $ | |||||||||||
| Obsidian Personal Planning Solutions LLC | 254.969 $ | +44.067 $ | +20,9 % | |||||||||
| Oak Harvest Investment Services | 225.866 $ | -28.521 $ | -11,2 % | 254.387 $ | ||||||||
| Aegis Wealth Management, Inc. | 253.494 $ | |||||||||||
| First Eagle Investment Management, LLC | 201.461 $ | -51.382 $ | -20,3 % | 252.843 $ | -489 $ | -0,2 % | 253.332 $ | +26.217 $ | +11,5 % | 227.115 $ | +38.593 $ | +20,5 % |
| Vickerman Investment Advisors, Inc. | 253.107 $ | +19.906 $ | +8,5 % | 233.201 $ | ||||||||
| ASSOCIATED BANC-CORP | 207.728 $ | -44.938 $ | -17,8 % | 252.666 $ | +12.079 $ | +5,0 % | 240.587 $ | +40.397 $ | +20,2 % | 200.190 $ | ||
| Evernest Financial Advisors, LLC | 223.169 $ | -29.199 $ | -11,6 % | 252.368 $ | +26.563 $ | +11,8 % | 225.805 $ | +17.024 $ | +8,2 % | |||
| CENTRAL VALLEY ADVISORS, LLC | 251.256 $ | |||||||||||
| Community Financial Services Group, LLC | 212.385 $ | -38.360 $ | -15,3 % | 250.745 $ | ||||||||
| SVRN Asset Management, LLC | 250.546 $ | +19.905 $ | +8,6 % | 230.641 $ | ||||||||
| Integrity Financial Corp /WA | 206.067 $ | -44.219 $ | -17,7 % | 250.286 $ | +14.568 $ | +6,2 % | 235.718 $ | +32.035 $ | +15,7 % | 203.683 $ | ||
| Commonwealth Financial Services, LLC | 213.995 $ | -35.850 $ | -14,3 % | 249.845 $ | +19.809 $ | +8,6 % | 230.036 $ | +23.806 $ | +11,5 % | 206.230 $ | ||
| Gallagher Fiduciary Advisors, LLC | 249.718 $ | +24.751 $ | +11,0 % | 224.967 $ | ||||||||
| Element Wealth, LLC | 213.844 $ | -35.825 $ | -14,3 % | 249.669 $ | +19.309 $ | +8,4 % | 230.360 $ | +23.038 $ | +11,1 % | 207.322 $ | ||
| G&S Capital LLC | 213.693 $ | -35.800 $ | -14,3 % | 249.493 $ | +19.782 $ | +8,6 % | 229.711 $ | +23.772 $ | +11,5 % | 205.939 $ | ||
| Significant Wealth Partners LLC | 249.383 $ | +21.769 $ | +9,6 % | |||||||||
| Carroll Advisory Group, LLC | 249.334 $ | |||||||||||
| Daiwa Securities Group Inc. | 248.462 $ | |||||||||||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 248.435 $ | +19.698 $ | +8,6 % | 228.737 $ | ||||||||
| Foundation Wealth Management, LLC\PA | 247.906 $ | +19.656 $ | +8,6 % | 228.250 $ | +23.621 $ | +11,5 % | 204.629 $ | -53.354 $ | -20,7 % | |||
| CAPITAL CITY TRUST CO/FL | 221.169 $ | -26.208 $ | -10,6 % | 247.377 $ | +19.614 $ | +8,6 % | 227.763 $ | +23.570 $ | +11,5 % | 204.193 $ | ||
| Chicago Capital, LLC | 224.567 $ | -22.810 $ | -9,2 % | 247.377 $ | +19.614 $ | +8,6 % | 227.763 $ | +23.570 $ | +11,5 % | 204.193 $ | ||
| Yukon Wealth Management, Inc. | 247.295 $ | +23.280 $ | +10,4 % | 224.015 $ | -19.993 $ | -8,2 % | 244.008 $ | -34.616 $ | -12,4 % | |||
| Acropolis Investment Management, LLC | 211.882 $ | -35.407 $ | -14,3 % | 247.289 $ | +126 $ | +0,1 % | 247.163 $ | |||||
| 1900 WEALTH MANAGEMENT LLC | 237.328 $ | -9.785 $ | -4,0 % | 247.113 $ | +19.593 $ | +8,6 % | 227.520 $ | +1.569 $ | +0,7 % | 225.951 $ | ||
| WestHill Financial Advisors, Inc. | 247.081 $ | |||||||||||
| Sylvest Advisors, LLC | 211.428 $ | -35.420 $ | -14,3 % | 246.848 $ | +19.572 $ | +8,6 % | 227.276 $ | +23.520 $ | +11,5 % | 203.756 $ | ||
| Legacy Capital Wealth Partners, LLC | 209.767 $ | -36.552 $ | -14,8 % | 246.319 $ | +16.040 $ | +7,0 % | 230.279 $ | -329 $ | -0,1 % | 230.608 $ | -4.053 $ | -1,7 % |
| Factor Wealth Management LTD | 246.314 $ | +29.529 $ | +13,6 % | 216.785 $ | ||||||||
| Occidental Asset Management, LLC | 209.540 $ | -36.162 $ | -14,7 % | 245.702 $ | ||||||||
| Beaumont Financial Advisors, LLC | 245.599 $ | +35.134 $ | +16,7 % | |||||||||
| Wealth Analytics Partners, LLC | 212.107 $ | -33.233 $ | -13,5 % | 245.340 $ | +19.452 $ | +8,6 % | 225.888 $ | |||||
| 25 LLC | 244.653 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 157.665 $ | -36.111 $ | -18,6 % | 193.776 $ | -50.383 $ | -20,6 % | 244.159 $ | +32.544 $ | +15,4 % | 211.615 $ | +30.272 $ | +16,7 % |
| WJ Wealth Management, LLC | 244.115 $ | +33.885 $ | +16,1 % | 210.230 $ | -104.190 $ | -33,1 % | ||||||
| Worth Asset Management, LLC | 243.852 $ | -1.271.620 $ | -83,9 % | |||||||||
| Fragasso Financial Advisors Inc | 209.842 $ | -33.977 $ | -13,9 % | 243.819 $ | +18.166 $ | +8,1 % | 225.653 $ | +22.101 $ | +10,9 % | 203.552 $ | ||
| Trevian Wealth Management LLC | 207.653 $ | -34.787 $ | -14,3 % | 242.440 $ | ||||||||
| Willis Investment Counsel | 207.653 $ | -34.787 $ | -14,3 % | 242.440 $ | +19.222 $ | +8,6 % | 223.218 $ | +23.100 $ | +11,5 % | 200.118 $ | ||
| Atlantic Edge Private Wealth Management, LLC | 207.275 $ | -34.725 $ | -14,3 % | 242.000 $ | +79.660 $ | +49,1 % | 162.340 $ | +16.800 $ | +11,5 % | 145.540 $ | +20.820 $ | +16,7 % |
| OXFORD FINANCIAL GROUP, LTD. LLC | 218.020 $ | -23.298 $ | -9,7 % | 241.318 $ | ||||||||
| LGT Financial Advisors LLC | 140.298 $ | -47.042 $ | -25,1 % | 187.340 $ | -53.329 $ | -22,2 % | 240.669 $ | +47.974 $ | +24,9 % | 192.695 $ | +43.888 $ | +29,5 % |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 240.500 $ | |||||||||||
| Members Trust Co | 211.201 $ | -29.299 $ | -12,2 % | 240.500 $ | +16.309 $ | +7,3 % | 224.191 $ | +21.745 $ | +10,7 % | 202.446 $ | ||
| ALTFEST L J & CO INC | 215.506 $ | -24.201 $ | -10,1 % | 239.707 $ | +19.817 $ | +9,0 % | 219.890 $ | |||||
| Trilogy Capital Inc. | 228.423 $ | -11.191 $ | -4,7 % | 239.614 $ | +12.644 $ | +5,6 % | 226.970 $ | +9.645 $ | +4,4 % | |||
| Acumen Wealth Advisors, LLC | 204.784 $ | -34.306 $ | -14,3 % | 239.090 $ | +22.690 $ | +10,5 % | 216.400 $ | |||||
| Destiny Wealth Partners, LLC | 221.370 $ | -17.627 $ | -7,4 % | 238.997 $ | ||||||||
| High Probability Advisors, LLC | 238.473 $ | |||||||||||
| Clarkston Capital Partners, LLC | 237.422 $ | +24.570 $ | +11,5 % | 212.852 $ | ||||||||
| Fiscal Wisdom Wealth Management, LLC | 236.854 $ | |||||||||||
| Herold Advisors, Inc. | 200.000 $ | -36.710 $ | -15,5 % | 236.710 $ | -49.458 $ | -17,3 % | ||||||
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 236.611 $ | +17.549 $ | +8,0 % | 219.062 $ | ||||||||
| Sensible Money, LLC | 201.386 $ | -33.737 $ | -14,3 % | 235.123 $ | +18.642 $ | +8,6 % | 216.481 $ | |||||
| FCA CORP /TX | 235.035 $ | +18.636 $ | +8,6 % | 216.399 $ | ||||||||
| Greenline Wealth Management LLC | 235.006 $ | +59.484 $ | +33,9 % | 175.522 $ | ||||||||
| Sargent Investment Group, LLC | 200.781 $ | -33.636 $ | -14,3 % | 234.417 $ | +1.134 $ | +0,5 % | 233.283 $ | |||||
| Hibernia Wealth Partners, LLC | 232.834 $ | |||||||||||
| NICOLET BANKSHARES INC | 212.585 $ | -20.224 $ | -8,7 % | 232.809 $ | ||||||||
| AWM CAPITAL, LLC | 212.183 $ | -20.613 $ | -8,9 % | 232.796 $ | +24.092 $ | +11,5 % | 208.704 $ | |||||
| FIRST INTERSTATE BANK | 232.552 $ | +12.277 $ | +5,6 % | 220.275 $ | ||||||||
| ASHFORD CAPITAL MANAGEMENT INC | 231.335 $ | +23.940 $ | +11,5 % | 207.395 $ | -50.651 $ | -19,6 % | ||||||
| Signet Private Wealth LLC | 230.484 $ | |||||||||||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 211.655 $ | -2.838 $ | -1,3 % | 214.493 $ | -8.156 $ | -3,7 % | 222.649 $ | -7.668 $ | -3,3 % | 230.317 $ | ||
| Everstar Asset Management, LLC | 215.128 $ | -14.441 $ | -6,3 % | 229.569 $ | +18.202 $ | +8,6 % | 211.367 $ | |||||
| Fortis Capital Advisors, LLC | 202.518 $ | -26.874 $ | -11,7 % | 229.392 $ | +26.305 $ | +13,0 % | 203.087 $ | |||||
| Laraway Financial Advisors Inc | 196.326 $ | -32.890 $ | -14,3 % | 229.216 $ | +18.174 $ | +8,6 % | 211.042 $ | |||||
| JOURNEY STRATEGIC WEALTH LLC | 228.981 $ | +11.763 $ | +5,4 % | 217.218 $ | ||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 228.885 $ | |||||||||||
| Lee, Kelleher & Klein Wealth Management | 226.659 $ | +17.971 $ | +8,6 % | 208.688 $ | ||||||||
| Prime Buchholz LLC | 226.530 $ | |||||||||||
| Granite FO LLC | 193.683 $ | -32.447 $ | -14,3 % | 226.130 $ | +99.099 $ | +78,0 % | 127.031 $ | +13.146 $ | +11,5 % | 113.885 $ | +16.292 $ | +16,7 % |
| Boreal Capital Management LLC | 97.332 $ | -7.490 $ | -7,1 % | 104.822 $ | -73.671 $ | -41,3 % | 178.493 $ | -47.458 $ | -21,0 % | 225.951 $ | +1.144 $ | +0,5 % |
| Stratos Investment Management, LLC | 225.870 $ | |||||||||||
| Linscomb Wealth, Inc. | 225.775 $ | |||||||||||
| River Wealth Advisors LLC | 225.249 $ | |||||||||||
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 225.072 $ | +17.926 $ | +8,7 % | 207.146 $ | ||||||||
| Lansing Street Advisors | 224.793 $ | +10.829 $ | +5,1 % | 213.964 $ | -251.179 $ | -54,0 % | ||||||
| Kooman & Associates | 224.544 $ | +17.479 $ | +8,4 % | 207.065 $ | ||||||||
| NICOLET ADVISORY SERVICES, LLC | 224.528 $ | |||||||||||
| Elevation Wealth Management LLC | 207.152 $ | -17.317 $ | -7,7 % | 224.469 $ | ||||||||
| Richard Young Associates, Ltd. | 223.750 $ | +17.741 $ | +8,6 % | 206.009 $ | ||||||||
| Charles Schwab Trust Co | 223.542 $ | +23.133 $ | +11,5 % | 200.409 $ | -906.730 $ | -81,9 % | ||||||
| First Pacific Financial | 191.116 $ | -32.017 $ | -14,3 % | 223.133 $ | +17.691 $ | +8,6 % | 205.442 $ | +21.261 $ | +11,5 % | 184.181 $ | +26.347 $ | +16,7 % |
| Journey Beyond Wealth, LLC | 222.604 $ | +17.649 $ | +8,6 % | 204.955 $ | ||||||||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 222.603 $ | +12.454 $ | +5,9 % | 210.149 $ | ||||||||
| SHP Wealth Management | 196.930 $ | -25.409 $ | -11,4 % | 222.339 $ | +74.609 $ | +50,5 % | 147.730 $ | |||||
| FIRST CITIZENS BANK & TRUST CO | 221.457 $ | +16.260 $ | +7,9 % | 205.197 $ | ||||||||
| Miller Financial Services LLC | 221.351 $ | +19.996 $ | +9,9 % | 201.355 $ | ||||||||
| Vann Equity Management LLC | 221.118 $ | |||||||||||
| Freedom Investment Management, Inc. | 220.735 $ | -78 $ | -0,0 % | 220.813 $ | -1.434.636 $ | -86,7 % | ||||||
| Kelsey Financial, LLC | 220.400 $ | +17.475 $ | +8,6 % | 202.925 $ | ||||||||
| Centennial Bank/AR/ | 188.775 $ | -31.625 $ | -14,3 % | 220.400 $ | +17.475 $ | +8,6 % | 202.925 $ | +21.000 $ | +11,5 % | 181.925 $ | +7.317 $ | +4,2 % |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 220.000 $ | +17.000 $ | +8,4 % | 203.000 $ | ||||||||
| Hippocratic Financial Advisors, LLC | 219.695 $ | |||||||||||
| Private Wealth Partners, LLC | 219.402 $ | |||||||||||
| Raleigh Capital Management Inc. | 103.600 $ | +5.390 $ | +5,5 % | 98.210 $ | -120.949 $ | -55,2 % | 219.159 $ | +36.434 $ | +19,9 % | 182.725 $ | +82.824 $ | +82,9 % |
| KMT WEALTH MANAGEMENT, LLC | 218.655 $ | |||||||||||
| Advocate Investing Services LLC | 198.825 $ | -19.106 $ | -8,8 % | 217.931 $ | +23.123 $ | +11,9 % | 194.808 $ | |||||
| NOESIS CAPITAL MANGEMENT CORP | 217.667 $ | |||||||||||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 217.437 $ | |||||||||||
| Cassia Capital Partners, LLC | 217.403 $ | |||||||||||
| EPIQ PARTNERS, LLC | 217.334 $ | |||||||||||
| Keating Financial Advisory Services, Inc. | 185.528 $ | -31.081 $ | -14,3 % | 216.609 $ | +42.499 $ | +24,4 % | 174.110 $ | |||||
| Sanchez Wealth Management Group | 216.389 $ | -591 $ | -0,3 % | |||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 216.000 $ | +4.000 $ | +1,9 % | 212.000 $ | ||||||||
| Fund Evaluation Group, LLC | 215.981 $ | -39.321 $ | -15,4 % | |||||||||
| Chesapeake Wealth Management | 215.374 $ | |||||||||||
| Liberty Atlantic Advisors LLC | 214.826 $ | +5.799 $ | +2,8 % | 209.027 $ | ||||||||
| Oregon Pacific Wealth Management, LLC | 214.695 $ | |||||||||||
| Crewe Advisors LLC | 213.845 $ | +17.512 $ | +8,9 % | 196.333 $ | +113.945 $ | +138,3 % | 82.388 $ | +27.301 $ | +49,6 % | 55.087 $ | +11.622 $ | +26,7 % |
| Demars Financial Group, LLC | 212.998 $ | |||||||||||
| Laidlaw Wealth Management LLC | 212.466 $ | |||||||||||
| Steelhead Wealth Management LLC | 212.000 $ | |||||||||||
| BEACON FINANCIAL PLANNING, INC | 211.760 $ | |||||||||||
| Reliant Investment Partners, LLC | 210.438 $ | |||||||||||
| Centennial Wealth Advisory LLC | 210.429 $ | |||||||||||
| Charter Oak Capital Management, LLC | 209.675 $ | |||||||||||
| Lifestyle Asset Management, Inc. | 209.505 $ | |||||||||||
| PATRICK M SWEENEY & ASSOCIATES, INC | 208.939 $ | |||||||||||
| RiverFront Investment Group, LLC | 208.851 $ | |||||||||||
| OMNI 360 Wealth, Inc. | 207.956 $ | |||||||||||
| Hendershot Investments Inc. | 207.395 $ | |||||||||||
| FAS Wealth Partners, Inc. | 206.736 $ | |||||||||||
| 1ST SOURCE BANK | 206.647 $ | |||||||||||
| Holos Integrated Wealth LLC | 7.350 $ | -1.054 $ | -12,5 % | 8.404 $ | -197.400 $ | -95,9 % | 205.804 $ | +31.369 $ | +18,0 % | |||
| Glass Jacobson Investment Advisors llc | 110.774 $ | -94.551 $ | -46,0 % | 205.325 $ | +18.309 $ | +9,8 % | 187.016 $ | +12.222 $ | +7,0 % | 174.794 $ | +27.187 $ | +18,4 % |
| My Personal CFO, LLC | 204.629 $ | |||||||||||
| TritonPoint Partners, LLC | 204.255 $ | |||||||||||
| Summit Financial Wealth Advisors, LLC | 203.845 $ | -142.066 $ | -41,1 % | |||||||||
| Cornerstone Wealth Group, LLC | 203.725 $ | |||||||||||
| Leo Wealth, LLC | 203.060 $ | |||||||||||
| One Degree Advisors Inc | 203.000 $ | |||||||||||
| Rakuten Securities, Inc. | 159.855 $ | -42.208 $ | -20,9 % | 202.063 $ | +80.552 $ | +66,3 % | 121.511 $ | +47.358 $ | +63,9 % | 74.153 $ | +22.145 $ | +42,6 % |
| FNY Investment Advisers, LLC | 1.000 $ | -201.000 $ | -99,5 % | 202.000 $ | ||||||||
| Penobscot Investment Management Company, Inc. | 201.710 $ | |||||||||||
| KLCM Advisors, Inc. | 201.622 $ | |||||||||||
| DONALDSON CAPITAL MANAGEMENT, LLC | 201.622 $ | |||||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 124.289 $ | -20.822 $ | -14,3 % | 145.111 $ | -55.866 $ | -27,8 % | 200.977 $ | +20.798 $ | +11,5 % | 180.179 $ | +25.776 $ | +16,7 % |
| Fonville Wealth Management LLC | 200.124 $ | |||||||||||
| SPIREPOINT PRIVATE CLIENT, LLC | 200.003 $ | |||||||||||
| Creekmur Asset Management LLC | 197.961 $ | +14.002 $ | +7,6 % | |||||||||
| Highland Investment Advisors LLC | 189.002 $ | |||||||||||
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 188.964 $ | +22.830 $ | +13,7 % | 166.134 $ | ||||||||
| Caldwell Trust Co | 160.761 $ | -26.932 $ | -14,3 % | 187.693 $ | +10.824 $ | +6,1 % | 176.869 $ | -7.166 $ | -3,9 % | 184.035 $ | +29.445 $ | +19,0 % |
| Networth Advisors, LLC | 116.079 $ | -71.528 $ | -38,1 % | 187.607 $ | +5.746 $ | +3,2 % | 181.861 $ | |||||
| UNION SAVINGS BANK | 159.024 $ | -26.619 $ | -14,3 % | 185.643 $ | +14.699 $ | +8,6 % | 170.944 $ | |||||
| Global Assets Advisory, LLC | 184.607 $ | |||||||||||
| Decker Retirement Planning Inc. | 94.406 $ | -15.719 $ | -14,3 % | 110.125 $ | -73.082 $ | -39,9 % | 183.207 $ | +50.547 $ | +38,1 % | 132.660 $ | ||
| Wealth Enhancement Trust Services, Inc. | 157.438 $ | -25.670 $ | -14,0 % | 183.108 $ | +12.976 $ | +7,6 % | 170.132 $ | |||||
| Coston, McIsaac & Partners | 0 $ | -99.000 $ | -100,0 % | 99.000 $ | -84.000 $ | -45,9 % | 183.000 $ | |||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 153.284 $ | -25.680 $ | -14,3 % | 178.964 $ | +155.426 $ | +660,3 % | 23.538 $ | -132.006 $ | -84,9 % | |||
| Wells Financial Advisors INC | 174.648 $ | +49.928 $ | +40,0 % | |||||||||
| KERR FINANCIAL PLANNING Corp | 151.247 $ | -21.842 $ | -12,6 % | 173.089 $ | +45.262 $ | +35,4 % | 127.827 $ | +20.196 $ | +18,8 % | 107.631 $ | ||
| FIRST UNITED BANK & TRUST | 143.620 $ | -24.060 $ | -14,3 % | 167.680 $ | +13.295 $ | +8,6 % | 154.385 $ | -1.488 $ | -1,0 % | 155.873 $ | +22.298 $ | +16,7 % |
| Capital Advisors, Ltd. LLC | 137.000 $ | -23.000 $ | -14,4 % | 160.000 $ | +13.000 $ | +8,8 % | 147.000 $ | +15.000 $ | +11,4 % | 132.000 $ | +19.000 $ | +16,8 % |
| N.E.W. Advisory Services LLC | 139.694 $ | -18.024 $ | -11,4 % | 157.718 $ | +34.421 $ | +27,9 % | 123.297 $ | +26.367 $ | +27,2 % | 96.930 $ | +13.555 $ | +16,3 % |
| Oakworth Capital, Inc. | 132.751 $ | -24.351 $ | -15,5 % | 157.102 $ | +12.457 $ | +8,6 % | 144.645 $ | +14.969 $ | +11,5 % | 129.676 $ | +20.421 $ | +18,7 % |
| Bruce G. Allen Investments, LLC | 118.928 $ | -30.503 $ | -20,4 % | 149.431 $ | -7.227 $ | -4,6 % | 156.658 $ | +5.587 $ | +3,7 % | 151.071 $ | +21.612 $ | +16,7 % |
| BURKETT FINANCIAL SERVICES, LLC | 130.632 $ | -21.884 $ | -14,3 % | 152.516 $ | -3.330 $ | -2,1 % | 155.846 $ | +16.128 $ | +11,5 % | 139.718 $ | +19.987 $ | +16,7 % |
| Horizons Wealth Management | 155.162 $ | -603 $ | -0,4 % | 155.765 $ | +4.476 $ | +3,0 % | 151.289 $ | +13.099 $ | +9,5 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 134.408 $ | -16.875 $ | -11,2 % | 151.283 $ | +59.804 $ | +65,4 % | 91.479 $ | +4.446 $ | +5,1 % | 87.033 $ | +6.838 $ | +8,5 % |
| Nalls Sherbakoff Group, LLC | 128.594 $ | -21.542 $ | -14,3 % | 150.136 $ | +11.903 $ | +8,6 % | 138.233 $ | +14.306 $ | +11,5 % | 123.927 $ | +11.492 $ | +10,2 % |
| CVA Family Office, LLC | 146.942 $ | +8.972 $ | +6,5 % | 137.970 $ | +10.939 $ | +8,6 % | 127.031 $ | +13.146 $ | +11,5 % | 113.885 $ | +16.292 $ | +16,7 % |
| Essential Partners LLC | 10.345 $ | -135.648 $ | -92,9 % | 145.993 $ | +134.873 $ | +1.212,9 % | 11.120 $ | |||||
| CoreFirst Bank & Trust | 122.431 $ | -20.471 $ | -14,3 % | 142.902 $ | +13.932 $ | +10,8 % | 128.970 $ | +13.470 $ | +11,7 % | 115.500 $ | +16.530 $ | +16,7 % |
| Opal Wealth Advisors, LLC | 142.379 $ | +53.952 $ | +61,0 % | |||||||||
| CNB Bank | 115.153 $ | -19.291 $ | -14,3 % | 134.444 $ | +10.660 $ | +8,6 % | 123.784 $ | +12.810 $ | +11,5 % | 110.974 $ | +15.875 $ | +16,7 % |
| Bravera Wealth | 71.735 $ | -62.268 $ | -46,5 % | 134.003 $ | +10.625 $ | +8,6 % | 123.378 $ | |||||
| Roble, Belko & Company, Inc | 113.000 $ | -19.000 $ | -14,4 % | 132.000 $ | +11.000 $ | +9,1 % | 121.000 $ | +12.000 $ | +11,0 % | 109.000 $ | +38.000 $ | +53,5 % |
| Breakwater Investment Management | 101.108 $ | -29.369 $ | -22,5 % | 130.477 $ | +10.345 $ | +8,6 % | 120.132 $ | +12.432 $ | +11,5 % | 107.700 $ | +79.014 $ | +275,4 % |
| Inlight Wealth Management, LLC | 130.359 $ | +13.490 $ | +11,5 % | 116.869 $ | +16.719 $ | +16,7 % | ||||||
| Guerra Advisors Inc | 130.113 $ | |||||||||||
| IAG Wealth Partners, LLC | 85.326 $ | -14.295 $ | -14,3 % | 99.621 $ | -8.335 $ | -7,7 % | 107.956 $ | -21.575 $ | -16,7 % | 129.531 $ | +18.530 $ | +16,7 % |
| Innovative Asset Advisors Group, LLC | 108.810 $ | -18.229 $ | -14,3 % | 127.039 $ | ||||||||
| StrongBox Wealth, LLC | 124.592 $ | |||||||||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 110.698 $ | -13.868 $ | -11,1 % | 124.566 $ | +5.571 $ | +4,7 % | 118.995 $ | +11.150 $ | +10,3 % | 107.845 $ | +13.432 $ | +14,2 % |
| SOUTH PLAINS FINANCIAL, INC. | 103.673 $ | -17.356 $ | -14,3 % | 121.029 $ | +9.585 $ | +8,6 % | 111.444 $ | -7.534 $ | -6,3 % | 118.978 $ | +17.020 $ | +16,7 % |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 102.845 $ | -17.229 $ | -14,3 % | 120.074 $ | +9.520 $ | +8,6 % | 110.554 $ | +11.441 $ | +11,5 % | 99.113 $ | +14.179 $ | +16,7 % |
| Crews Bank & Trust | 101.939 $ | -17.077 $ | -14,3 % | 119.016 $ | +9.436 $ | +8,6 % | 109.580 $ | +11.122 $ | +11,3 % | 98.458 $ | +14.272 $ | +17,0 % |
| Avion Wealth | 118.000 $ | +40.000 $ | +51,3 % | 78.000 $ | +8.000 $ | +11,4 % | 70.000 $ | +7.000 $ | +11,1 % | 63.000 $ | +9.000 $ | +16,7 % |
| Signature Resources Capital Management, LLC | 101.032 $ | -15.868 $ | -13,6 % | 116.900 $ | +30.779 $ | +35,7 % | 86.121 $ | +11.313 $ | +15,1 % | 74.808 $ | +24.296 $ | +48,1 % |
| GPS Wealth Strategies Group, LLC | 487 $ | -116.382 $ | -99,6 % | 116.869 $ | +116.495 $ | +31.148,4 % | ||||||
| NBT BANK, N.A. | 99.522 $ | -16.673 $ | -14,3 % | 116.195 $ | +9.213 $ | +8,6 % | 106.982 $ | +11.071 $ | +11,5 % | 95.911 $ | +13.721 $ | +16,7 % |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 116.000 $ | +9.000 $ | +8,4 % | 107.000 $ | +11.000 $ | +11,5 % | 96.000 $ | +14.000 $ | +17,1 % | |||
| Steigerwald, Gordon & Koch Inc. | 95.671 $ | -16.028 $ | -14,3 % | 111.699 $ | +8.857 $ | +8,6 % | 102.842 $ | +25.196 $ | +32,4 % | 77.646 $ | ||
| Purpose Unlimited Inc. | 96.557 $ | -14.915 $ | -13,4 % | 111.472 $ | ||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 110.547 $ | +72.462 $ | +190,3 % | 38.085 $ | +13.085 $ | +52,3 % | 25.000 $ | +2.587 $ | +11,5 % | 22.413 $ | +3.206 $ | +16,7 % |
| Mascoma Wealth Management LLC | 94.388 $ | -15.812 $ | -14,3 % | 110.200 $ | +8.737 $ | +8,6 % | 101.463 $ | +10.500 $ | +11,5 % | 90.963 $ | -8.189 $ | -8,3 % |
| CBIZ Investment Advisory Services, LLC | 110.200 $ | +0 $ | +0,0 % | 110.200 $ | +8.737 $ | +8,6 % | 101.463 $ | |||||
| Wealth Preservation Advisors, LLC | 46.513 $ | -63.514 $ | -57,7 % | 110.027 $ | +11.427 $ | +11,6 % | 98.600 $ | +14.108 $ | +16,7 % | |||
| BankPlus Trust Department | 93.783 $ | -15.712 $ | -14,3 % | 109.495 $ | +72.481 $ | +195,8 % | 37.014 $ | +3.831 $ | +11,5 % | 33.183 $ | +4.747 $ | +16,7 % |
| Grey Fox Wealth Advisors, LLC | 109.155 $ | |||||||||||
| Operose Advisors LLC | 86.535 $ | -19.521 $ | -18,4 % | 106.056 $ | +12.223 $ | +13,0 % | 93.833 $ | +32.779 $ | +53,7 % | 61.054 $ | +8.734 $ | +16,7 % |
| Pineridge Advisors LLC | 102.949 $ | +14.734 $ | +16,7 % | |||||||||
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 100.932 $ | |||||||||||
| Koesten, Hirschmann & Crabtree, INC. | 99.695 $ | +14.261 $ | +16,7 % | |||||||||
| ARMSTRONG ADVISORY GROUP, INC | 83.439 $ | -13.978 $ | -14,3 % | 97.417 $ | +7.724 $ | +8,6 % | 89.693 $ | +9.282 $ | +11,5 % | 80.411 $ | +11.503 $ | +16,7 % |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 82.985 $ | -13.903 $ | -14,3 % | 96.888 $ | +7.682 $ | +8,6 % | 89.206 $ | +9.232 $ | +11,5 % | 79.974 $ | +11.440 $ | +16,7 % |
| Vanguard National Trust Co | 82.985 $ | -13.903 $ | -14,3 % | 96.888 $ | ||||||||
| AMERIFLEX GROUP, INC. | 96.536 $ | +74.559 $ | +339,3 % | 21.977 $ | +10.422 $ | +90,2 % | ||||||
| Downshift Financial, LLC | 96.275 $ | |||||||||||
| Princeton Global Asset Management LLC | 95.973 $ | +28.442 $ | +42,1 % | 67.531 $ | +5.355 $ | +8,6 % | 62.176 $ | +6.434 $ | +11,5 % | 55.742 $ | +32.918 $ | +144,2 % |
| RMG Wealth Management LLC | 95.178 $ | +92.866 $ | +4.016,7 % | 2.312 $ | ||||||||
| Accordant Advisory Group Inc | 81.325 $ | -13.624 $ | -14,3 % | 94.949 $ | +54.364 $ | +134,0 % | 40.585 $ | -32.185 $ | -44,2 % | 72.770 $ | +10.410 $ | +16,7 % |
| MBM WEALTH CONSULTANTS, LLC | 94.772 $ | |||||||||||
| Alexis Investment Partners, LLC | 93.346 $ | +9.660 $ | +11,5 % | 83.686 $ | ||||||||
| McIlrath & Eck, LLC | 93.346 $ | +9.660 $ | +11,5 % | 83.686 $ | +11.972 $ | +16,7 % | ||||||
| Imprint Wealth LLC | 46.319 $ | +2.577 $ | +5,9 % | 43.742 $ | -46.523 $ | -51,5 % | 90.265 $ | +45.630 $ | +102,2 % | 44.635 $ | ||
| Marshall & Sterling Wealth Advisors Inc. | 66.731 $ | -22.800 $ | -25,5 % | 89.531 $ | +7.105 $ | +8,6 % | 82.426 $ | +8.565 $ | +11,6 % | 73.861 $ | +10.569 $ | +16,7 % |
| OPTIMA CAPITAL LLC | 89.125 $ | |||||||||||
| Centerpoint Advisors, LLC | 77.000 $ | -12.000 $ | -13,5 % | 89.000 $ | +7.000 $ | +8,5 % | 82.000 $ | +8.000 $ | +10,8 % | 74.000 $ | ||
| Caitlin John, LLC | 76.190 $ | -12.763 $ | -14,3 % | 88.953 $ | +7.052 $ | +8,6 % | 81.901 $ | -1.421 $ | -1,7 % | 83.322 $ | ||
| TEXAS CAPITAL BANCSHARES INC/TX | 88.925 $ | |||||||||||
| TOMPKINS FINANCIAL CORP | 17.367 $ | -71.514 $ | -80,5 % | 88.881 $ | +12.618 $ | +16,5 % | 76.263 $ | +10.910 $ | +16,7 % | |||
| BARRETT & COMPANY, INC. | 75.510 $ | -12.650 $ | -14,3 % | 88.160 $ | +6.341 $ | +7,8 % | 81.819 $ | +9.049 $ | +12,4 % | 72.770 $ | +10.410 $ | +16,7 % |
| Financial Management Professionals, Inc. | 75.510 $ | -12.650 $ | -14,3 % | 88.160 $ | +6.990 $ | +8,6 % | 81.170 $ | +8.400 $ | +11,5 % | 72.770 $ | +9.849 $ | +15,7 % |
| MONTAG A & ASSOCIATES INC | 75.510 $ | -12.650 $ | -14,3 % | 88.160 $ | +6.990 $ | +8,6 % | 81.170 $ | +8.400 $ | +11,5 % | 72.770 $ | +10.410 $ | +16,7 % |
| Rialto Wealth Management, LLC | 72.943 $ | -12.220 $ | -14,3 % | 85.163 $ | +6.752 $ | +8,6 % | 78.411 $ | +5.568 $ | +7,6 % | 72.843 $ | +66.856 $ | +1.116,7 % |
| Key FInancial Inc | 72.943 $ | -12.220 $ | -14,3 % | 85.163 $ | +48.555 $ | +132,6 % | 36.608 $ | -13.971 $ | -27,6 % | 50.579 $ | +22.891 $ | +82,7 % |
| Financial Freedom, LLC | 83.840 $ | +12.816 $ | +18,0 % | 71.024 $ | +7.350 $ | +11,5 % | 63.674 $ | +9.109 $ | +16,7 % | |||
| FIRST COMMUNITY TRUST NA | 83.605 $ | +8.652 $ | +11,5 % | 74.953 $ | +7.916 $ | +11,8 % | ||||||
| NFSG Corp | 65.392 $ | -17.478 $ | -21,1 % | 82.870 $ | +6.570 $ | +8,6 % | 76.300 $ | +7.896 $ | +11,5 % | 68.404 $ | +19.389 $ | +39,6 % |
| Basepoint Wealth LLC | 62.069 $ | -20.335 $ | -24,7 % | 82.404 $ | +2.858 $ | +3,6 % | 79.546 $ | |||||
| BELLEVUE ASSET MANAGEMENT, LLC | 70.299 $ | -11.777 $ | -14,3 % | 82.076 $ | +6.517 $ | +8,6 % | 75.559 $ | +7.811 $ | +11,5 % | 67.748 $ | +9.691 $ | +16,7 % |
| Cornerstone National Bank & Trust Co | 81.353 $ | |||||||||||
| Blume Capital Management, Inc. | 69.470 $ | -11.638 $ | -14,3 % | 81.108 $ | +6.431 $ | +8,6 % | 74.677 $ | +451 $ | +0,6 % | 74.226 $ | +10.618 $ | +16,7 % |
| Tradewinds Capital Management, LLC | 65.865 $ | -14.523 $ | -18,1 % | 80.388 $ | +7.692 $ | +10,6 % | 72.696 $ | +23.777 $ | +48,6 % | 48.919 $ | +5.939 $ | +13,8 % |
| Estate Planners Group, LLC | 80.278 $ | |||||||||||
| Buck Wealth Strategies, LLC | 80.003 $ | |||||||||||
| Washington Trust Advisors, Inc. | 53.839 $ | -9.019 $ | -14,3 % | 62.858 $ | -15.146 $ | -19,4 % | 78.004 $ | +8.072 $ | +11,5 % | 69.932 $ | +59.892 $ | +596,5 % |
| Founders Capital Management | 76.945 $ | +14.351 $ | +22,9 % | 62.594 $ | +4.963 $ | +8,6 % | 57.631 $ | +5.964 $ | +11,5 % | 51.667 $ | +7.391 $ | +16,7 % |
| SITTNER & NELSON, LLC | 71.939 $ | -4.145 $ | -5,4 % | 76.084 $ | ||||||||
| PROSPERITY BANCSHARES INC | 64.788 $ | -10.853 $ | -14,3 % | 75.641 $ | +5.997 $ | +8,6 % | 69.644 $ | |||||
| TIAA Wealth Investment Management LLC | 75.454 $ | |||||||||||
| Center for Financial Planning, Inc. | 64.184 $ | -10.752 $ | -14,3 % | 74.936 $ | +3.668 $ | +5,1 % | 71.268 $ | +9.413 $ | +15,2 % | 61.855 $ | +8.849 $ | +16,7 % |
| Quattro Advisors LLC | 73.540 $ | |||||||||||
| Valued Wealth Advisors LLC | 62.749 $ | -10.512 $ | -14,3 % | 73.261 $ | +5.484 $ | +8,1 % | 67.777 $ | +6.650 $ | +10,9 % | 61.127 $ | +8.744 $ | +16,7 % |
| Mizuho Securities Co. Ltd. | 73.173 $ | -65.890 $ | -47,4 % | |||||||||
| Missouri Trust & Investment Co | 70.528 $ | -2.525 $ | -3,5 % | 73.053 $ | +283 $ | +0,4 % | 72.770 $ | +10.410 $ | +16,7 % | |||
| Your Advocates Ltd., LLP | 39.718 $ | -32.309 $ | -44,9 % | 72.027 $ | +4.656 $ | +6,9 % | 67.371 $ | +6.972 $ | +11,5 % | 60.399 $ | +8.640 $ | +16,7 % |
| Costello Asset Management, INC | 60.782 $ | -10.179 $ | -14,3 % | 70.961 $ | +5.628 $ | +8,6 % | 65.333 $ | +39.229 $ | +150,3 % | 26.104 $ | +3.735 $ | +16,7 % |
| MANNING & NAPIER ADVISORS LLC | 59.728 $ | -10.007 $ | -14,4 % | 69.735 $ | +5.530 $ | +8,6 % | 64.205 $ | |||||
| SOA Wealth Advisors, LLC. | 60.986 $ | -8.682 $ | -12,5 % | 69.668 $ | +5.054 $ | +7,8 % | 64.614 $ | +17.788 $ | +38,0 % | 46.826 $ | +38.096 $ | +436,4 % |
| Pingora Partners LLC | 59.200 $ | -9.917 $ | -14,3 % | 69.117 $ | +5.480 $ | +8,6 % | 63.637 $ | +6.585 $ | +11,5 % | 57.052 $ | +8.162 $ | +16,7 % |
| SOUTHERN MICHIGAN BANK & TRUST | 58.973 $ | -9.880 $ | -14,3 % | 68.853 $ | ||||||||
| True Wealth Design, LLC | 58.495 $ | -9.781 $ | -14,3 % | 68.276 $ | +5.424 $ | +8,6 % | 62.852 $ | +6.565 $ | +11,7 % | 56.287 $ | +8.055 $ | +16,7 % |
| Knuff & Co LLC | 67.959 $ | |||||||||||
| HM PAYSON & CO | 57.464 $ | -9.626 $ | -14,3 % | 67.090 $ | +5.319 $ | +8,6 % | 61.771 $ | +6.392 $ | +11,5 % | 55.379 $ | +7.923 $ | +16,7 % |
| Private Wealth Management Group, LLC | 8.307 $ | -1.391 $ | -14,3 % | 9.698 $ | -57.268 $ | -85,5 % | 66.966 $ | +6.930 $ | +11,5 % | 60.036 $ | +33.221 $ | +123,9 % |
| Truvestments Capital LLC | 56.935 $ | -9.978 $ | -14,9 % | 66.913 $ | +5.305 $ | +8,6 % | 61.608 $ | +8.049 $ | +15,0 % | 53.559 $ | +7.662 $ | +16,7 % |
| Wellington Grp LLC | 66.032 $ | +0 $ | +0,0 % | 66.032 $ | ||||||||
| Abound Wealth Management | 65.940 $ | +373 $ | +0,6 % | 65.567 $ | +5.998 $ | +10,1 % | 59.569 $ | +58.622 $ | +6.190,3 % | 947 $ | -51.935 $ | -98,2 % |
| Triumph Capital Management | 56.250 $ | -9.417 $ | -14,3 % | 65.667 $ | +5.210 $ | +8,6 % | 60.457 $ | |||||
| eCIO, Inc. | 65.017 $ | |||||||||||
| IMA Advisory Services, Inc. | 65.015 $ | |||||||||||
| Addison Advisors LLC | 55.651 $ | -9.323 $ | -14,3 % | 64.974 $ | +5.151 $ | +8,6 % | 59.823 $ | |||||
| DUNCKER STREETT & CO INC | 55.651 $ | -8.706 $ | -13,5 % | 64.357 $ | +5.509 $ | +9,4 % | 58.848 $ | +6.090 $ | +11,5 % | 52.758 $ | +7.547 $ | +16,7 % |
| Pacifica Partners Inc. | 56.485 $ | -7.784 $ | -12,1 % | 64.269 $ | +4.814 $ | +8,1 % | 59.455 $ | +6.328 $ | +11,9 % | 53.127 $ | +8.178 $ | +18,2 % |
| Cromwell Holdings LLC | 47.571 $ | -16.103 $ | -25,3 % | 63.674 $ | ||||||||
| Magnolia Wealth Management, LLC | 63.299 $ | |||||||||||
| FIRST FINANCIAL CORP /IN/ | 53.990 $ | -9.044 $ | -14,3 % | 63.034 $ | +4.997 $ | +8,6 % | 58.037 $ | +6.006 $ | +11,5 % | 52.031 $ | +7.444 $ | +16,7 % |
| 1620 INVESTMENT ADVISORS, INC. | 53.461 $ | -8.956 $ | -14,3 % | 62.417 $ | +4.949 $ | +8,6 % | 57.468 $ | +5.947 $ | +11,5 % | 51.521 $ | +7.370 $ | +16,7 % |
| Ritter Daniher Financial Advisory LLC / DE | 53.386 $ | -8.944 $ | -14,3 % | 62.330 $ | +4.942 $ | +8,6 % | 57.388 $ | |||||
| CHESAPEAKE ASSET MANAGEMENT LLC | 52.932 $ | -8.868 $ | -14,3 % | 61.800 $ | +4.900 $ | +8,6 % | 56.900 $ | +5.889 $ | +11,5 % | 51.011 $ | ||
| Stephens Consulting, LLC | 61.690 $ | +6.384 $ | +11,5 % | 55.306 $ | -110.260 $ | -66,6 % | ||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 52.479 $ | -8.792 $ | -14,3 % | 61.271 $ | +4.858 $ | +8,6 % | 56.413 $ | +5.838 $ | +11,5 % | 50.575 $ | +7.235 $ | +16,7 % |
| DecisionPoint Financial, LLC | 760 $ | -60.362 $ | -98,8 % | 61.122 $ | ||||||||
| Frisco Financial Planning LLC | 60.959 $ | +6.309 $ | +11,5 % | 54.650 $ | ||||||||
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 50.000 $ | -10.000 $ | -16,7 % | 60.000 $ | ||||||||
| Financial Life Planners | 50.970 $ | -8.538 $ | -14,3 % | 59.508 $ | +10.388 $ | +21,1 % | 49.120 $ | |||||
| Wilkerson Advisory Group LLC | 37.528 $ | -6.288 $ | -14,4 % | 43.816 $ | -15.032 $ | -25,5 % | 58.848 $ | |||||
| BASSO CAPITAL MANAGEMENT, L.P. | 57.040 $ | |||||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 55.806 $ | |||||||||||
| Wilmington Savings Fund Society, FSB | 46.438 $ | -7.780 $ | -14,3 % | 54.218 $ | +13.633 $ | +33,6 % | 40.585 $ | +4.200 $ | +11,5 % | 36.385 $ | -1.415.169 $ | -97,5 % |
| Dogwood Wealth Management LLC | 45.230 $ | -7.578 $ | -14,4 % | 52.808 $ | +4.187 $ | +8,6 % | 48.621 $ | +5.032 $ | +11,5 % | 43.589 $ | +6.295 $ | +16,9 % |
| Cordant, Inc. | 52.706 $ | |||||||||||
| Cloud Capital Management, LLC | 49.000 $ | |||||||||||
| GODSEY & GIBB, INC | 40.021 $ | -6.704 $ | -14,3 % | 46.725 $ | +3.704 $ | +8,6 % | 43.021 $ | +4.452 $ | +11,5 % | 38.569 $ | +5.518 $ | +16,7 % |
| Cresta Advisors, Ltd. | 45.780 $ | |||||||||||
| Park Place Capital Corp | 1.499 $ | -3.615 $ | -70,7 % | 5.114 $ | -40.586 $ | -88,8 % | 45.700 $ | +7.130 $ | +18,5 % | |||
| Fairman Group, LLC | 45.468 $ | +9.348 $ | +25,9 % | 36.120 $ | +24.277 $ | +205,0 % | 11.843 $ | |||||
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 38.888 $ | -6.515 $ | -14,3 % | 45.403 $ | +3.600 $ | +8,6 % | 41.803 $ | |||||
| MidFirst Bank | 38.888 $ | -6.514 $ | -14,3 % | 45.402 $ | +3.599 $ | +8,6 % | 41.803 $ | |||||
| VESTOR CAPITAL, LLC | 44.000 $ | -1.000 $ | -2,2 % | 45.000 $ | -316.000 $ | -87,5 % | ||||||
| Investors Portfolio Services LLC | 38.511 $ | -6.451 $ | -14,3 % | 44.962 $ | ||||||||
| Kohmann Bosshard Financial Services, LLC | 42.454 $ | |||||||||||
| ISLAY CAPITAL MANAGEMENT, LLC | 42.135 $ | |||||||||||
| Providence Capital Advisors, LLC | 41.733 $ | |||||||||||
| Strive Financial Group ,LLC | 41.531 $ | +27.531 $ | +196,7 % | 14.000 $ | +9.373 $ | +202,6 % | 4.627 $ | |||||
| Aventura Private Wealth, LLC | 40.624 $ | +21.317 $ | +110,4 % | 19.307 $ | +1.531 $ | +8,6 % | 17.776 $ | +1.839 $ | +11,5 % | 15.937 $ | +2.280 $ | +16,7 % |
| Hamrick Investment Counsel, llc | 27.939 $ | -12.341 $ | -30,6 % | 40.280 $ | +3.753 $ | +10,3 % | 36.527 $ | |||||
| Smallwood Wealth Investment Management, LLC | 34.281 $ | -5.743 $ | -14,3 % | 40.024 $ | +3.173 $ | +8,6 % | 36.851 $ | +3.814 $ | +11,5 % | 33.037 $ | +4.726 $ | +16,7 % |
| Fourth Dimension Wealth, LLC | 36.245 $ | -3.339 $ | -8,4 % | 39.584 $ | +3.138 $ | +8,6 % | 36.446 $ | +5.227 $ | +16,7 % | 31.219 $ | +26.230 $ | +525,8 % |
| Capital Advisor Network LLC | 37.453 $ | -1.690 $ | -4,3 % | 39.143 $ | ||||||||
| Byrne Asset Management LLC | 33.224 $ | -5.566 $ | -14,3 % | 38.790 $ | ||||||||
| Advisors Preferred, LLC | 38.714 $ | +33.057 $ | +584,4 % | 5.657 $ | ||||||||
| Salomon & Ludwin, LLC | 33.270 $ | -5.248 $ | -13,6 % | 38.518 $ | +1.853 $ | +5,1 % | 36.665 $ | +4.595 $ | +14,3 % | 32.070 $ | +4.340 $ | +15,7 % |
| Dunhill Financial, LLC | 28.467 $ | +9.249 $ | +48,1 % | 19.218 $ | -18.649 $ | -49,2 % | 37.867 $ | +3.520 $ | +10,2 % | 34.347 $ | +4.914 $ | +16,7 % |
| DHJJ Financial Advisors, Ltd. | 6.721 $ | -30.307 $ | -81,8 % | 37.028 $ | ||||||||
| Miller Global Investments, LLC | 36.245 $ | |||||||||||
| Dynamic Wealth Strategies, LLC | 28.694 $ | -4.807 $ | -14,3 % | 33.501 $ | -2.701 $ | -7,5 % | 36.202 $ | +3.747 $ | +11,5 % | 32.455 $ | +4.642 $ | +16,7 % |
| Team Financial Group, LLC | 30.239 $ | +2.398 $ | +8,6 % | 27.841 $ | -8.180 $ | -22,7 % | 36.021 $ | +5.153 $ | +16,7 % | |||
| Clarity Asset Management, Inc. | 35.440 $ | +12.156 $ | +52,2 % | 23.284 $ | +3.331 $ | +16,7 % | ||||||
| MTM Investment Management, LLC | 30.204 $ | -5.060 $ | -14,3 % | 35.264 $ | +2.796 $ | +8,6 % | 32.468 $ | +3.360 $ | +11,5 % | 29.108 $ | +4.164 $ | +16,7 % |
| SRH ADVISORS, LLC | 30.204 $ | -5.060 $ | -14,3 % | 35.264 $ | +2.796 $ | +8,6 % | 32.468 $ | +3.360 $ | +11,5 % | 29.108 $ | +4.164 $ | +16,7 % |
| GHP Investment Advisors, Inc. | 20.011 $ | -15.253 $ | -43,3 % | 35.264 $ | ||||||||
| TRUST CO OF TOLEDO NA /OH/ | 28.996 $ | -4.857 $ | -14,3 % | 33.853 $ | +2.684 $ | +8,6 % | 31.169 $ | +3.225 $ | +11,5 % | 27.944 $ | +3.998 $ | +16,7 % |
| Dakota Community Bank & Trust NA | 28.316 $ | -4.744 $ | -14,3 % | 33.060 $ | +2.621 $ | +8,6 % | 30.439 $ | |||||
| OLD SECOND NATIONAL BANK OF AURORA | 28.316 $ | -4.744 $ | -14,3 % | 33.060 $ | +2.621 $ | +8,6 % | 30.439 $ | +3.150 $ | +11,5 % | 27.289 $ | +3.904 $ | +16,7 % |
| OPTIMUM INVESTMENT ADVISORS | 32.747 $ | +4.685 $ | +16,7 % | |||||||||
| Mountain Hill Investment Partners Corp. | 32.468 $ | +3.360 $ | +11,5 % | 29.108 $ | ||||||||
| Murphy & Mullick Capital Management Corp | 27.788 $ | -4.655 $ | -14,3 % | 32.443 $ | +2.572 $ | +8,6 % | 29.871 $ | +3.092 $ | +11,5 % | 26.779 $ | +3.959 $ | +17,3 % |
| Trust Co | 32.167 $ | +3.427 $ | +11,9 % | 28.740 $ | +2.279 $ | +8,6 % | 26.461 $ | +2.738 $ | +11,5 % | 23.723 $ | +3.394 $ | +16,7 % |
| Key Capital Management, INC | 15.782 $ | +2.029 $ | +14,8 % | 13.753 $ | -18.147 $ | -56,9 % | 31.900 $ | |||||
| Gold Investment Management Ltd. | 31.637 $ | |||||||||||
| GABLES CAPITAL MANAGEMENT INC. | 26.806 $ | -4.491 $ | -14,3 % | 31.297 $ | +2.482 $ | +8,6 % | 28.815 $ | +19.355 $ | +204,6 % | 9.460 $ | +1.353 $ | +16,7 % |
| Front Row Advisors LLC | 28.763 $ | -2.093 $ | -6,8 % | 30.856 $ | +2.446 $ | +8,6 % | 28.410 $ | +2.940 $ | +11,5 % | 25.470 $ | +3.644 $ | +16,7 % |
| Silver Grove Financial Group, Inc. | 30.808 $ | +20.405 $ | +196,1 % | 10.403 $ | ||||||||
| Measured Wealth Private Client Group, LLC | 18.726 $ | -3.138 $ | -14,4 % | 21.864 $ | -1.026 $ | -4,5 % | 22.890 $ | -7.746 $ | -25,3 % | 30.636 $ | ||
| Longview Financial Advisors, Inc. | 29.357 $ | |||||||||||
| Compass Financial Services Inc | 29.140 $ | +3.016 $ | +11,5 % | 26.124 $ | +4.236 $ | +19,4 % | ||||||
| Motiv8 Investments LLC | 29.000 $ | |||||||||||
| VALLEY NATIONAL ADVISERS INC | 28.770 $ | +6.770 $ | +30,8 % | 22.000 $ | +2.000 $ | +10,0 % | 20.000 $ | +0 $ | +0,0 % | 20.000 $ | ||
| Monetary Solutions, Ltd | 24.616 $ | -4.124 $ | -14,3 % | 28.740 $ | +2.279 $ | +8,6 % | 26.461 $ | |||||
| Harborfront Financial Group LLC | 27.713 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 23.559 $ | -3.947 $ | -14,3 % | 27.506 $ | +2.181 $ | +8,6 % | 25.325 $ | |||||
| CHELSEA COUNSEL CO | 23.333 $ | -3.909 $ | -14,3 % | 27.242 $ | +2.160 $ | +8,6 % | 25.082 $ | +2.596 $ | +11,5 % | 22.486 $ | +4.339 $ | +23,9 % |
| Signature Equity Partners, LLC | 19.406 $ | -342 $ | -1,7 % | 19.748 $ | -7.444 $ | -27,4 % | 27.192 $ | |||||
| Fairway Wealth LLC | 26.894 $ | +446 $ | +1,7 % | 26.448 $ | +22.552 $ | +578,9 % | 3.896 $ | |||||
| Institute for Wealth Management, LLC. | 26.807 $ | |||||||||||
| Intesa Sanpaolo Wealth Management | 22.650 $ | -3.798 $ | -14,4 % | 26.448 $ | +2.100 $ | +8,6 % | 24.348 $ | |||||
| Friedenthal Financial | 26.198 $ | +3.748 $ | +16,7 % | |||||||||
| Merkkuri Wealth Advisors LLC | 26.095 $ | |||||||||||
| Keener Financial Planning LLC | 26.000 $ | +1.000 $ | +4,0 % | |||||||||
| Sunrise Financial Services, LLC | 21.973 $ | -3.682 $ | -14,4 % | 25.655 $ | +2.035 $ | +8,6 % | 23.620 $ | |||||
| Abich Financial Wealth Management LLC | 25.106 $ | |||||||||||
| Ankerstar Wealth, LLC | 21.445 $ | -3.592 $ | -14,3 % | 25.037 $ | +1.985 $ | +8,6 % | 23.052 $ | |||||
| Darwin Wealth Management, LLC | 24.487 $ | +24.238 $ | +9.734,1 % | |||||||||
| Meramec Financial Planners, LLC | 19.656 $ | -3.530 $ | -15,2 % | 23.186 $ | -684 $ | -2,9 % | 23.870 $ | |||||
| Wall Street Financial Group, Inc. | 23.539 $ | |||||||||||
| Brooklyn FI, LLC | 23.307 $ | |||||||||||
| Litman Gregory Wealth Management LLC | 23.296 $ | |||||||||||
| LifeSteps Financial, Inc. | 22.804 $ | |||||||||||
| FIDUCIARY ADVISORS, INC. | 19.331 $ | -3.238 $ | -14,3 % | 22.569 $ | +1.789 $ | +8,6 % | 20.780 $ | |||||
| Woodside Wealth Management LLC | 22.403 $ | +2.318 $ | +11,5 % | 20.085 $ | +2.874 $ | +16,7 % | ||||||
| GoalVest Advisory LLC | 22.040 $ | +1.747 $ | +8,6 % | 20.293 $ | +2.100 $ | +11,5 % | 18.193 $ | -16.105 $ | -47,0 % | |||
| Bangor Savings Bank | 18.651 $ | -3.125 $ | -14,4 % | 21.776 $ | +1.727 $ | +8,6 % | 20.049 $ | +2.075 $ | +11,5 % | 17.974 $ | ||
| Millstone Evans Group, LLC | 18.349 $ | -3.074 $ | -14,3 % | 21.423 $ | +1.699 $ | +8,6 % | 19.724 $ | +2.041 $ | +11,5 % | 17.683 $ | +2.530 $ | +16,7 % |
| KELLEHER FINANCIAL ADVISORS | 20.766 $ | |||||||||||
| Main Management LLC | 19 $ | -3 $ | -13,6 % | 22 $ | -19.978 $ | -99,9 % | 20.000 $ | +19.982 $ | +111.011,1 % | 18 $ | +2 $ | +12,5 % |
| Napier Financial, LLC | 16.688 $ | -2.795 $ | -14,3 % | 19.483 $ | ||||||||
| ELEVATION WEALTH PARTNERS, LLC | 11.856 $ | -7.187 $ | -37,7 % | 19.043 $ | ||||||||
| Moisand Fitzgerald Tamayo, LLC | 17.777 $ | |||||||||||
| ATWOOD & PALMER INC | 16.084 $ | -1.548 $ | -8,8 % | 17.632 $ | +1.398 $ | +8,6 % | 16.234 $ | +1.680 $ | +11,5 % | 14.554 $ | ||
| MMA ASSET MANAGEMENT LLC | 17.319 $ | |||||||||||
| POM Investment Strategies, LLC | 10.895 $ | -6.394 $ | -37,0 % | 17.289 $ | ||||||||
| Trifecta Capital Advisors, LLC | 756 $ | -126 $ | -14,3 % | 882 $ | -16.219 $ | -94,8 % | 17.101 $ | |||||
| DELTA ASSET MANAGEMENT LLC/TN | 14.347 $ | -2.403 $ | -14,3 % | 16.750 $ | +1.328 $ | +8,6 % | 15.422 $ | +1.232 $ | +8,7 % | 14.190 $ | +2.030 $ | +16,7 % |
| Parvin Asset Management, LLC | 16.612 $ | |||||||||||
| Fort Vancouver Investment Management, LLC | 13.668 $ | -2.289 $ | -14,3 % | 15.957 $ | ||||||||
| Anfield Capital Management, LLC | 15.957 $ | |||||||||||
| United Financial Planning Group LLC | 11.478 $ | -1.922 $ | -14,3 % | 13.400 $ | +1.062 $ | +8,6 % | 12.338 $ | -3.380 $ | -21,5 % | 15.718 $ | ||
| VSM Wealth Advisory, LLC | 13.441 $ | -2.251 $ | -14,3 % | 15.692 $ | +1.244 $ | +8,6 % | 14.448 $ | +1.495 $ | +11,5 % | 12.953 $ | +1.853 $ | +16,7 % |
| HOEY INVESTMENTS, INC | 13.215 $ | -2.213 $ | -14,3 % | 15.428 $ | +1.223 $ | +8,6 % | 14.205 $ | +1.470 $ | +11,5 % | 12.735 $ | +1.822 $ | +16,7 % |
| Concord Wealth Partners | 15.125 $ | +27 $ | +0,2 % | 15.098 $ | +1.563 $ | +11,5 % | 13.535 $ | +11.602 $ | +600,2 % | |||
| GILPIN WEALTH MANAGEMENT, LLC | 14.800 $ | +9.774 $ | +194,5 % | 5.026 $ | +3.240 $ | +181,4 % | 1.786 $ | |||||
| Hurley Capital, LLC | 8.382 $ | -5.954 $ | -41,5 % | 14.336 $ | +618 $ | +4,5 % | 13.718 $ | |||||
| Oakmont Advisory Group, LLC | 14.163 $ | |||||||||||
| Osbon Capital Management LLC | 11.855 $ | -1.986 $ | -14,3 % | 13.841 $ | +1.097 $ | +8,6 % | 12.744 $ | |||||
| Tower Research Capital LLC (TRC) | 13.818 $ | +12.508 $ | +954,8 % | 1.310 $ | -4.614 $ | -77,9 % | ||||||
| Hickory Point Bank & Trust | 11.704 $ | -1.961 $ | -14,4 % | 13.665 $ | ||||||||
| Ascentis Wealth Management, LLC | 4.002 $ | -9.486 $ | -70,3 % | 13.488 $ | +9.186 $ | +213,5 % | 4.302 $ | +446 $ | +11,6 % | 3.856 $ | +522 $ | +15,7 % |
| Tripletail Wealth Management, LLC | 13.322 $ | |||||||||||
| LOUISBOURG INVESTMENTS INC. | 10.570 $ | -1.772 $ | -14,4 % | 12.342 $ | +980 $ | +8,6 % | 11.362 $ | +448 $ | +4,1 % | 10.914 $ | +1.559 $ | +16,7 % |
| Garton & Associates Financial Advisors LLC | 12.176 $ | |||||||||||
| Go Invest LLC | 11.957 $ | +458 $ | +4,0 % | 11.499 $ | +4.133 $ | +56,1 % | 7.366 $ | |||||
| Sawyer & Company, Inc | 10.194 $ | -1.708 $ | -14,4 % | 11.902 $ | +944 $ | +8,6 % | 10.958 $ | +764 $ | +7,5 % | |||
| Kozak & Associates, Inc. | 9.799 $ | -1.709 $ | -14,9 % | 11.508 $ | +3.783 $ | +49,0 % | 7.725 $ | |||||
| TD Capital Management LLC | 9.816 $ | -1.645 $ | -14,4 % | 11.461 $ | +909 $ | +8,6 % | 10.552 $ | +1.092 $ | +11,5 % | 9.460 $ | +1.353 $ | +16,7 % |
| Ravenstone Capital Management Inc. | 11.325 $ | |||||||||||
| Miller Capital Partners, Inc. | 9.439 $ | -1.581 $ | -14,3 % | 11.020 $ | +873 $ | +8,6 % | 10.147 $ | |||||
| TOTH FINANCIAL ADVISORY CORP | 10.932 $ | +2.165 $ | +24,7 % | 8.767 $ | ||||||||
| Bare Financial Services, Inc | 9.363 $ | -1.569 $ | -14,4 % | 10.932 $ | +867 $ | +8,6 % | 10.065 $ | +1.042 $ | +11,5 % | 9.023 $ | +1.290 $ | +16,7 % |
| Inspire Investing, LLC | 9.137 $ | -1.530 $ | -14,3 % | 10.667 $ | +845 $ | +8,6 % | 9.822 $ | |||||
| Laurel Wealth Advisors LLC | 10.147 $ | |||||||||||
| Markowski Investments | 9.816 $ | |||||||||||
| Hilton Head Capital Partners, LLC | 8.463 $ | +4.973 $ | +142,5 % | 3.490 $ | ||||||||
| Commonwealth Retirement Investments LLC | 8.457 $ | |||||||||||
| Ransom Advisory, Ltd | 8.036 $ | |||||||||||
| Russell Investments Group, Ltd. | 7.778 $ | +7.690 $ | +8.738,6 % | 88 $ | ||||||||
| YANKCOM Partnership | 6.343 $ | -1.062 $ | -14,3 % | 7.405 $ | +587 $ | +8,6 % | 6.818 $ | |||||
| VALLEY WEALTH MANAGERS, INC. | 6.656 $ | |||||||||||
| WOLFF WIESE MAGANA LLC | 5.664 $ | -948 $ | -14,3 % | 6.612 $ | +524 $ | +8,6 % | 6.088 $ | +630 $ | +11,5 % | 5.458 $ | ||
| Ares Financial Consulting, LLC | 5.361 $ | -1.006 $ | -15,8 % | 6.367 $ | +604 $ | +10,5 % | 5.763 $ | |||||
| Tower View Wealth Management LLC | 6.117 $ | |||||||||||
| Farmers & Merchants Trust Co of Chambersburg PA | 6.000 $ | |||||||||||
| CHILTON CAPITAL MANAGEMENT LLC | 5.060 $ | -847 $ | -14,3 % | 5.907 $ | +468 $ | +8,6 % | 5.439 $ | +563 $ | +11,5 % | 4.876 $ | +697 $ | +16,7 % |
| MCGUIRE CAPITAL ADVISORS INC | 4.984 $ | -835 $ | -14,3 % | 5.819 $ | +462 $ | +8,6 % | 5.357 $ | |||||
| Bear Mountain Capital, Inc. | 4.805 $ | -901 $ | -15,8 % | 5.706 $ | +243 $ | +4,4 % | 5.463 $ | +588 $ | +12,1 % | 4.875 $ | ||
| Frazier Financial Advisors, LLC | 5.682 $ | +588 $ | +11,5 % | 5.094 $ | +728 $ | +16,7 % | ||||||
| COUNTRY TRUST BANK | 5.663 $ | |||||||||||
| Olistico Wealth, LLC | 4.304 $ | -721 $ | -14,3 % | 5.025 $ | +398 $ | +8,6 % | 4.627 $ | +1.072 $ | +30,2 % | |||
| CKW FINANCIAL GROUP | 5.000 $ | +4.000 $ | +400,0 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % |
| Investors Research Corp | 4.948 $ | +4.137 $ | +510,1 % | |||||||||
| SWAN Capital LLC | 4.937 $ | |||||||||||
| JDM Financial Group LLC | 4.153 $ | -696 $ | -14,4 % | 4.849 $ | +385 $ | +8,6 % | 4.464 $ | +462 $ | +11,5 % | 4.002 $ | +572 $ | +16,7 % |
| Robinswood Financial LLC | 3.171 $ | -1.677 $ | -34,6 % | 4.848 $ | +1.439 $ | +42,2 % | 3.409 $ | +353 $ | +11,6 % | 3.056 $ | +437 $ | +16,7 % |
| EXCHANGE TRADED CONCEPTS, LLC | 2.192 $ | -2.393 $ | -52,2 % | 4.585 $ | -170.397 $ | -97,4 % | ||||||
| ST GERMAIN D J CO INC | 3.851 $ | -645 $ | -14,3 % | 4.496 $ | +3.469 $ | +337,8 % | 1.027 $ | +954 $ | +1.306,8 % | 73 $ | +11 $ | +17,7 % |
| CFG Wealth Management Services, Inc. | 4.408 $ | +349 $ | +8,6 % | 4.059 $ | ||||||||
| Richard W. Paul & Associates, LLC | 4.322 $ | +2.034 $ | +88,9 % | 2.288 $ | -76 $ | -3,2 % | 2.364 $ | -177 $ | -7,0 % | 2.541 $ | +364 $ | +16,7 % |
| Solstein Capital, LLC | 3.700 $ | -620 $ | -14,4 % | 4.320 $ | +3.265 $ | +309,5 % | 1.055 $ | +109 $ | +11,5 % | 946 $ | +135 $ | +16,6 % |
| Bullock Wealth Management Group | 4.178 $ | |||||||||||
| Hopwood Financial Services, Inc. | 4.148 $ | +593 $ | +16,7 % | |||||||||
| Axiom Investment Management LLC | 3.549 $ | -595 $ | -14,4 % | 4.144 $ | ||||||||
| Ameritas Investment Partners, Inc. | 4.075 $ | +583 $ | +16,7 % | |||||||||
| Legacy Wealth Managment, LLC/ID | 3.615 $ | +1.991 $ | +122,6 % | 1.624 $ | +168 $ | +11,5 % | 1.456 $ | +208 $ | +16,7 % | |||
| ESL Trust Services, LLC | 3.096 $ | -519 $ | -14,4 % | 3.615 $ | +287 $ | +8,6 % | 3.328 $ | |||||
| Creative Capital Management Investments LLC | 3.020 $ | -506 $ | -14,4 % | 3.526 $ | +279 $ | +8,6 % | 3.247 $ | +336 $ | +11,5 % | 2.911 $ | -46.790 $ | -94,1 % |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 1.963 $ | -1.387 $ | -41,4 % | 3.350 $ | +266 $ | +8,6 % | 3.084 $ | +319 $ | +11,5 % | 2.765 $ | +395 $ | +16,7 % |
| PITTENGER & ANDERSON INC | 3.323 $ | |||||||||||
| Investment Research & Advisory Group, Inc. | 3.171 $ | |||||||||||
| Wiser Advisor Group LLC | 2.039 $ | -341 $ | -14,3 % | 2.380 $ | +188 $ | +8,6 % | 2.192 $ | +227 $ | +11,6 % | 1.965 $ | ||
| 3 FACTOR INDEXING, LLC | 1.888 $ | -316 $ | -14,3 % | 2.204 $ | ||||||||
| PERRITT CAPITAL MANAGEMENT INC | 2.183 $ | +312 $ | +16,7 % | |||||||||
| Clark Wealth Partners | 1.867 $ | +0 $ | +0,0 % | 1.867 $ | -1.251 $ | -40,1 % | ||||||
| FINANCIAL CONSULATE, INC | 1.737 $ | |||||||||||
| ALERUS FINANCIAL NA | 906 $ | -240 $ | -20,9 % | 1.146 $ | +90 $ | +8,5 % | 1.056 $ | +182 $ | +20,8 % | 874 $ | +125 $ | +16,7 % |
| Merrithew & Thorsten Inc | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | |||||
| Pacific Center for Financial Services | 831 $ | -139 $ | -14,3 % | 970 $ | ||||||||
| Anchor Investment Management, LLC | 882 $ | +70 $ | +8,6 % | 812 $ | +84 $ | +11,5 % | 728 $ | |||||
| Roxbury Financial LLC | 755 $ | -127 $ | -14,4 % | 882 $ | +70 $ | +8,6 % | 812 $ | +84 $ | +11,5 % | 728 $ | +104 $ | +16,7 % |
| Cedar Mountain Advisors, LLC | 873 $ | |||||||||||
| CURIO WEALTH, LLC | 617 $ | |||||||||||
| Johnson Financial Group, Inc. | 529 $ | |||||||||||
| Alken Asset Management Ltd | 410 $ | +0 $ | +0,0 % | 410 $ | +0 $ | +0,0 % | 410 $ | +0 $ | +0,0 % | 410 $ | +0 $ | +0,0 % |
| Quaker Wealth Management, LLC | 406 $ | |||||||||||
| 31.647.659.875 $ | -5.486.919.232 $ | +10,1 % | 37.707.180.822 $ | -411.067.067 $ | +49,1 % | 38.351.444.036 $ | +3.439.808.762 $ | +105,7 % | 35.044.908.325 $ | +7.019.791.837 $ | +75,2 % | |