| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 12.966.434.294 $ | +682.239.992 $ | +228,7 % | 12.209.833.158 $ | +2.208.331.881 $ | +977,6 % | 10.008.301.306 $ | +43.181.842 $ | +4.332,5 % | 9.567.132.513 $ | +1.296.038.501 $ | +95,8 % | |
| BANK OF AMERICA CORP /DE/ | 2.090.565.752 $ | +153.494.621 $ | +7,9 % | 1.937.071.131 $ | +88.854.392 $ | +4,8 % | 1.848.216.739 $ | -7.336.677 $ | -0,4 % | 1.855.553.416 $ | +219.106.579 $ | +13,4 % |
| Invesco Ltd. | 1.583.511.387 $ | -26.270.728 $ | -1,6 % | 1.609.782.115 $ | +702.383.629 $ | +77,4 % | 907.398.486 $ | -27.646.521 $ | -3,0 % | 935.045.007 $ | +87.617.584 $ | +10,3 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.339.431.394 $ | -1.189.603 $ | -0,1 % | 1.340.620.997 $ | +18.833.269 $ | +1,4 % | 1.321.787.728 $ | +13.956.771 $ | +1,1 % | 1.307.830.957 $ | +39.087.261 $ | +3,1 % |
| UBS Group AG | 893.127.878 $ | +131.763.839 $ | +17,3 % | 761.364.039 $ | +592.156.433 $ | +350,0 % | 169.207.606 $ | +10.428.716 $ | +6,6 % | 158.778.890 $ | +24.974.001 $ | +18,7 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 813.158.697 $ | +196.773.021 $ | +31,9 % | 616.385.676 $ | +41.993.987 $ | +7,3 % | 574.391.689 $ | +144.695.720 $ | +33,7 % | 429.695.969 $ | +286.014.146 $ | +199,1 % |
| LPL Financial LLC | 451.349.391 $ | +65.252.006 $ | +16,9 % | 386.097.385 $ | -7.479.570 $ | -1,9 % | 393.576.955 $ | +6.380.584 $ | +1,6 % | 387.196.371 $ | +37.421.622 $ | +10,7 % |
| Align Financial, LLC | 500.207 $ | +46.905 $ | +10,3 % | 453.302 $ | -370.793.698 $ | -99,9 % | 371.247.000 $ | |||||
| AMERIPRISE FINANCIAL INC | 346.891.415 $ | +37.685.206 $ | +12,2 % | 309.206.209 $ | +183.641.094 $ | +146,3 % | 125.565.115 $ | +11.445.056 $ | +10,0 % | 114.120.059 $ | +9.792.990 $ | +9,4 % |
| MORGAN STANLEY | 330.362.199 $ | +10.662.703 $ | +3,3 % | 319.699.496 $ | +15.243.459 $ | +5,0 % | 304.456.037 $ | +15.299.140 $ | +5,3 % | 289.156.897 $ | +34.000.171 $ | +13,3 % |
| ENVESTNET ASSET MANAGEMENT INC | 204.028.423 $ | -102.162.960 $ | -33,4 % | 306.191.383 $ | +190.708.024 $ | +165,1 % | 115.483.359 $ | -4.240.089 $ | -3,5 % | 119.723.448 $ | +23.187.517 $ | +24,0 % |
| WELLS FARGO & COMPANY/MN | 289.065.046 $ | -4.218.626 $ | -1,4 % | 293.283.672 $ | +7.874.121 $ | +2,8 % | 285.409.551 $ | +1.767.528 $ | +0,6 % | 283.642.023 $ | +58.325.740 $ | +25,9 % |
| Richard Bernstein Advisors LLC | 209.175.402 $ | +138.662.150 $ | +196,6 % | 70.513.252 $ | -792.212 $ | -1,1 % | 71.305.464 $ | |||||
| RiverFront Investment Group, LLC | 587.950 $ | -180.598.150 $ | -99,7 % | 181.186.100 $ | +180.716.667 $ | +38.496,8 % | 469.433 $ | +125.201 $ | +36,4 % | 344.232 $ | +81.076 $ | +30,8 % |
| OSAIC HOLDINGS, INC. | 150.750.986 $ | +21.297.806 $ | +16,5 % | 129.453.180 $ | -7.770.461 $ | -5,7 % | 137.223.641 $ | +2.904.341 $ | +2,2 % | 134.319.300 $ | +4.179.950 $ | +3,2 % |
| Migdal Insurance & Financial Holdings Ltd. | 144.799.170 $ | +27.954.390 $ | +23,9 % | 116.844.780 $ | +21.913.780 $ | +23,1 % | 94.931.000 $ | |||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 83.394.533 $ | -43.841.851 $ | -34,5 % | 127.236.384 $ | +95.488.627 $ | +300,8 % | 31.747.757 $ | +28.287.057 $ | +817,4 % | 3.460.700 $ | ||
| MERCER GLOBAL ADVISORS INC /ADV | 5.264.115 $ | -114.764.016 $ | -95,6 % | 120.028.131 $ | +115.566.729 $ | +2.590,4 % | 4.461.402 $ | +1.135.821 $ | +34,2 % | 3.325.581 $ | +31.018 $ | +0,9 % |
| BANK OF NOVA SCOTIA | 2.382.143 $ | -1.157.715 $ | -32,7 % | 3.539.858 $ | +95.497 $ | +2,8 % | 3.444.361 $ | -116.372.494 $ | -97,1 % | 119.816.855 $ | ||
| WELLINGTON MANAGEMENT GROUP LLP | 117.200.222 $ | |||||||||||
| Cetera Investment Advisers | 110.595.919 $ | +19.091.491 $ | +20,9 % | 91.504.428 $ | -16.993.676 $ | -15,7 % | 108.498.104 $ | -3.284.247 $ | -2,9 % | 111.782.351 $ | +47.068.370 $ | +72,7 % |
| F/m Investments LLC | 109.206.675 $ | |||||||||||
| JPMORGAN CHASE & CO | 108.413.532 $ | +20.994.637 $ | +24,0 % | 87.418.895 $ | +35.420.600 $ | +68,1 % | 51.998.295 $ | -10.568.823 $ | -16,9 % | 62.567.118 $ | +40.024.271 $ | +177,5 % |
| Jupiter Topco LLC | 105.054.165 $ | |||||||||||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 100.826.072 $ | +526.892 $ | +0,5 % | 100.299.180 $ | +80.665 $ | +0,1 % | 100.218.515 $ | +4.436.639 $ | +4,6 % | 95.781.876 $ | +8.535.594 $ | +9,8 % |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 98.075.700 $ | +71.243.700 $ | +265,5 % | 26.832.000 $ | -25.498.000 $ | -48,7 % | 52.330.000 $ | -5.870.000 $ | -10,1 % | 58.200.000 $ | +17.003.900 $ | +41,3 % |
| FMR LLC | 96.129.017 $ | +4.142.136 $ | +4,5 % | 91.986.881 $ | +6.434.104 $ | +7,5 % | 85.552.777 $ | +5.449.646 $ | +6,8 % | 80.103.131 $ | +9.663.557 $ | +13,7 % |
| RAYMOND JAMES FINANCIAL INC | 55.346.917 $ | -39.818.201 $ | -41,8 % | 95.165.118 $ | +45.246.278 $ | +90,6 % | 49.918.840 $ | +5.719.484 $ | +12,9 % | 44.199.356 $ | +2.609.732 $ | +6,3 % |
| AWM CAPITAL, LLC | 65.449.039 $ | +1.856.561 $ | +2,9 % | 63.592.478 $ | -24.935.895 $ | -28,2 % | 88.528.373 $ | -3.759.330 $ | -4,1 % | 92.287.703 $ | +41.464.512 $ | +81,6 % |
| Annex Advisory Services, LLC | 91.486.449 $ | +7.403.773 $ | +8,8 % | 84.082.676 $ | +83.588.449 $ | +16.913,0 % | 494.227 $ | -727.539 $ | -59,5 % | 1.221.766 $ | -8.107.438 $ | -86,9 % |
| JANE STREET GROUP, LLC | 18.616.264 $ | -7.924.389 $ | -29,9 % | 26.540.653 $ | -40.407.608 $ | -60,4 % | 66.948.261 $ | -18.448.830 $ | -21,6 % | 85.397.091 $ | +33.265.413 $ | +63,8 % |
| CITADEL ADVISORS LLC | 18.996.659 $ | +9.416.060 $ | +98,3 % | 9.580.599 $ | -13.090.514 $ | -57,7 % | 22.671.113 $ | -59.116.152 $ | -72,3 % | 81.787.265 $ | +67.467.954 $ | +471,2 % |
| ROYAL BANK OF CANADA | 66.404.000 $ | -13.527.000 $ | -16,9 % | 79.931.000 $ | +32.883.000 $ | +69,9 % | 47.048.000 $ | +7.209.000 $ | +18,1 % | 39.839.000 $ | -30.063.000 $ | -43,0 % |
| Itau Unibanco Holding S.A. | 78.749.743 $ | +4.370.874 $ | +5,9 % | 74.378.869 $ | +5.939.776 $ | +8,7 % | ||||||
| Composition Wealth, LLC | 52.000.140 $ | +1.692.185 $ | +3,4 % | 50.307.955 $ | -21.710.358 $ | -30,1 % | 72.018.313 $ | +446.613 $ | +0,6 % | 71.571.700 $ | +17.611.656 $ | +32,6 % |
| VICTORY CAPITAL MANAGEMENT INC | 58.783.832 $ | -7.455.295 $ | -11,3 % | 66.239.127 $ | -681.800 $ | -1,0 % | 66.920.927 $ | -4.397.952 $ | -6,2 % | 71.318.879 $ | -26.432.030 $ | -27,0 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 70.085.561 $ | +5.022.446 $ | +7,7 % | 65.063.115 $ | +17.890.881 $ | +37,9 % | 47.172.234 $ | -8.805.766 $ | -15,7 % | 55.978.000 $ | +3.253.000 $ | +6,2 % |
| Private Advisor Group, LLC | 69.385.748 $ | +22.813.216 $ | +49,0 % | 46.572.532 $ | -13.514.997 $ | -22,5 % | 60.087.529 $ | -5.598.464 $ | -8,5 % | 65.685.993 $ | +2.713.742 $ | +4,3 % |
| Sanctuary Advisors, LLC | 69.107.404 $ | +9.169.325 $ | +15,3 % | 59.938.079 $ | +9.558.478 $ | +19,0 % | 50.379.601 $ | +36.517.823 $ | +263,4 % | 13.861.778 $ | +10.154.359 $ | +273,9 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 56.314.494 $ | +451.867 $ | +0,8 % | 55.862.627 $ | -4.972.867 $ | -8,2 % | 60.835.494 $ | +10.606.151 $ | +21,1 % | 50.229.343 $ | +5.473.785 $ | +12,2 % |
| MEITAV INVESTMENT HOUSE LTD | 60.778.012 $ | +11.719.772 $ | +23,9 % | 49.058.240 $ | -1.403.600 $ | -2,8 % | 50.461.840 $ | -6.648.203 $ | -11,6 % | 57.110.043 $ | +14.143.642 $ | +32,9 % |
| FLOW TRADERS U.S. LLC | 935.000 $ | -5.947.000 $ | -86,4 % | 6.882.000 $ | +1.725.000 $ | +33,4 % | 5.157.000 $ | -55.415.000 $ | -91,5 % | 60.572.000 $ | +44.260.000 $ | +271,3 % |
| EP Wealth Advisors, LLC | 57.655.743 $ | +15.359.286 $ | +36,3 % | 42.296.457 $ | +4.466.135 $ | +11,8 % | 37.830.322 $ | +2.402.015 $ | +6,8 % | |||
| SOFI WEALTH, LLC | 50.776.882 $ | +5.200.967 $ | +11,4 % | 45.575.915 $ | +34.433.761 $ | +309,0 % | 11.142.154 $ | +1.022.116 $ | +10,1 % | 10.120.038 $ | ||
| GOLDMAN SACHS GROUP INC | 49.909.088 $ | +2.536.853 $ | +5,4 % | 47.372.235 $ | +21.530.000 $ | +83,3 % | 25.842.235 $ | -418.460 $ | -1,6 % | 26.260.695 $ | -13.726.721 $ | -34,3 % |
| OLD MISSION CAPITAL LLC | 46.147.648 $ | +35.566.523 $ | +336,1 % | 10.581.125 $ | -6.500.042 $ | -38,1 % | 17.081.167 $ | -23.696.186 $ | -58,1 % | 40.777.353 $ | +27.860.294 $ | +215,7 % |
| Johnson & White Wealth Management, LLC | 43.871.257 $ | +2.807.167 $ | +6,8 % | 41.064.090 $ | +2.760.701 $ | +7,2 % | 38.303.389 $ | +3.204.821 $ | +9,1 % | 35.098.568 $ | +2.172.568 $ | +6,6 % |
| Arax Advisory Partners | 43.152.618 $ | +43.092.070 $ | +71.170,1 % | 60.548 $ | +30.499 $ | +101,5 % | 30.049 $ | +29.679 $ | +8.021,4 % | 370 $ | -29.040 $ | -98,7 % |
| Vestmark Advisory Solutions, Inc. | 41.381.664 $ | +35.046.997 $ | +553,3 % | 6.334.667 $ | +4.307.258 $ | +212,5 % | 2.027.409 $ | +1.327.112 $ | +189,5 % | 700.297 $ | -746.859 $ | -51,6 % |
| HighTower Advisors, LLC | 35.896.024 $ | -1.553.966 $ | -4,1 % | 37.449.990 $ | -3.716.733 $ | -9,0 % | 41.166.723 $ | +1.347.501 $ | +3,4 % | 39.819.222 $ | +2.011.811 $ | +5,3 % |
| CPR Investments Inc. | 32.862.624 $ | -6.916.014 $ | -17,4 % | 39.778.638 $ | +23.272.182 $ | +141,0 % | 16.506.456 $ | -1.998.916 $ | -10,8 % | 18.505.372 $ | +4.160.959 $ | +29,0 % |
| Convergence Financial, LLC | 36.156.483 $ | +21.461.705 $ | +146,0 % | 14.694.778 $ | +1.212.741 $ | +9,0 % | 13.482.037 $ | +1.129.952 $ | +9,1 % | 12.352.085 $ | +2.319.229 $ | +23,1 % |
| Integrated Wealth Concepts LLC | 34.448.964 $ | +22.633.232 $ | +191,6 % | 11.815.732 $ | -3.020.541 $ | -20,4 % | 14.836.273 $ | -4.034.143 $ | -21,4 % | 18.870.416 $ | +7.636.545 $ | +68,0 % |
| STIFEL FINANCIAL CORP | 32.811.750 $ | -1.425.660 $ | -4,2 % | 34.237.410 $ | +6.024.159 $ | +21,4 % | 28.213.251 $ | +1.259.309 $ | +4,7 % | 26.953.942 $ | +4.464.542 $ | +19,9 % |
| Daiwa Securities Group Inc. | 29.009.140 $ | +10.427.785 $ | +56,1 % | 18.581.355 $ | -11.629.645 $ | -38,5 % | 30.211.000 $ | -3.737.000 $ | -11,0 % | 33.948.000 $ | +12.067.000 $ | +55,1 % |
| Creative Planning | 33.539.334 $ | +1.239.491 $ | +3,8 % | 32.299.843 $ | +1.517.221 $ | +4,9 % | 30.782.622 $ | +22.055.074 $ | +252,7 % | 8.727.548 $ | +778.154 $ | +9,8 % |
| Corient Private Wealth LP | 33.348.235 $ | +1.582.956 $ | +5,0 % | 31.765.279 $ | +22.250.389 $ | +233,8 % | 9.514.890 $ | -19.097.032 $ | -66,7 % | 28.611.922 $ | +1.028.483 $ | +3,7 % |
| TRUIST FINANCIAL CORP | 32.558.092 $ | -158.872 $ | -0,5 % | 32.716.964 $ | +14.886.860 $ | +83,5 % | 17.830.104 $ | +1.280.499 $ | +7,7 % | 16.549.605 $ | -6.121.249 $ | -27,0 % |
| Brookstone Capital Management | 32.206.555 $ | +281.518 $ | +0,9 % | 31.925.037 $ | +38.404 $ | +0,1 % | 31.886.633 $ | +1.136.651 $ | +3,7 % | 30.749.982 $ | -1.379.273 $ | -4,3 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21.515.682 $ | +1.070.270 $ | +5,2 % | 20.445.412 $ | -8.998.523 $ | -30,6 % | 29.443.935 $ | -2.716.147 $ | -8,4 % | 32.160.082 $ | +391.292 $ | +1,2 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 32.079.332 $ | +3.123.305 $ | +10,8 % | 28.956.027 $ | -1.757.477 $ | -5,7 % | 30.713.504 $ | -467.934 $ | -1,5 % | 31.181.438 $ | +3.807.500 $ | +13,9 % |
| Summit Rock Advisors, LP | 30.662.636 $ | |||||||||||
| CASTLE WEALTH MANAGEMENT LLC | 24.252.300 $ | -1.943.687 $ | -7,4 % | 26.195.987 $ | -3.442.577 $ | -11,6 % | 29.638.564 $ | -468.880 $ | -1,6 % | 30.107.444 $ | -5.402.632 $ | -15,2 % |
| Stewardship Advisors, LLC | 24.007.421 $ | +15.249.347 $ | +174,1 % | 8.758.074 $ | -7.863.890 $ | -47,3 % | 16.621.964 $ | -12.883.926 $ | -43,7 % | 29.505.890 $ | +1.701.329 $ | +6,1 % |
| SYON CAPITAL LLC | 28.801.976 $ | +751.298 $ | +2,7 % | 28.050.678 $ | -290.905 $ | -1,0 % | 28.341.583 $ | +384.043 $ | +1,4 % | 27.957.540 $ | +2.169.142 $ | +8,4 % |
| Commonwealth Financial Services, LLC | 28.793.030 $ | |||||||||||
| FIRST AMERICAN TRUST, FSB | 28.598.732 $ | +5.237.603 $ | +22,4 % | 23.361.129 $ | ||||||||
| Cambridge Investment Research Advisors, Inc. | 27.424.000 $ | +16.107.000 $ | +142,3 % | 11.317.000 $ | +827.000 $ | +7,9 % | 10.490.000 $ | +178.000 $ | +1,7 % | 10.312.000 $ | +3.170.000 $ | +44,4 % |
| D. E. Shaw & Co., Inc. | 8.033.435 $ | -18.768.145 $ | -70,0 % | 26.801.580 $ | +16.117.647 $ | +150,9 % | 10.683.933 $ | +8.736.623 $ | +448,7 % | |||
| Charles Schwab Trust Co | 26.699.298 $ | +1.438.387 $ | +5,7 % | 25.260.911 $ | -392.189 $ | -1,5 % | 25.653.100 $ | +747.758 $ | +3,0 % | 24.905.342 $ | +1.357.831 $ | +5,8 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.737.189 $ | +3.565.541 $ | +16,8 % | 21.171.648 $ | +5.976.334 $ | +39,3 % | 15.195.314 $ | -11.018.491 $ | -42,0 % | 26.213.805 $ | +13.520.830 $ | +106,5 % |
| Parkwood LLC | 26.006.000 $ | +5.021.000 $ | +23,9 % | 20.985.000 $ | ||||||||
| MML INVESTORS SERVICES, LLC | 25.167.413 $ | +5.005.171 $ | +24,8 % | 20.162.242 $ | +1.927.689 $ | +10,6 % | 18.234.553 $ | +339.539 $ | +1,9 % | 17.895.014 $ | -2.625.986 $ | -12,8 % |
| NewEdge Advisors, LLC | 23.546.739 $ | +4.761.461 $ | +25,3 % | 18.785.278 $ | +10.834.182 $ | +136,3 % | 7.951.096 $ | +2.454.518 $ | +44,7 % | 5.496.578 $ | +1.287.614 $ | +30,6 % |
| Equitable Holdings, Inc. | 19.852.184 $ | -3.045.261 $ | -13,3 % | 22.897.445 $ | +7.152.568 $ | +45,4 % | 15.744.877 $ | -2.068.033 $ | -11,6 % | 17.812.910 $ | -1.600.955 $ | -8,2 % |
| CAPTRUST FINANCIAL ADVISORS | 22.883.593 $ | +1.458.090 $ | +6,8 % | 21.425.503 $ | +855.387 $ | +4,2 % | 20.570.116 $ | +1.556.304 $ | +8,2 % | 19.013.812 $ | +76.437 $ | +0,4 % |
| Rockefeller Capital Management L.P. | 22.870.532 $ | +3.302.940 $ | +16,9 % | 19.567.592 $ | -1.399.925 $ | -6,7 % | 20.967.517 $ | +8.782.651 $ | +72,1 % | 12.184.866 $ | -10.044.324 $ | -45,2 % |
| Petix & Botte Co | 22.712.716 $ | +742.658 $ | +3,4 % | 21.970.058 $ | +1.183.818 $ | +5,7 % | 20.786.240 $ | +2.285.202 $ | +12,4 % | 18.501.038 $ | +2.418.246 $ | +15,0 % |
| NATIONAL BANK OF CANADA /FI/ | 22.018.641 $ | +1.528.551 $ | +7,5 % | 20.490.090 $ | -4.582 $ | -0,0 % | 20.494.672 $ | +17.121.047 $ | +507,5 % | 3.373.625 $ | +433.561 $ | +14,7 % |
| CIDEL ASSET MANAGEMENT INC | 20.738.860 $ | +2.057.430 $ | +11,0 % | 18.681.430 $ | +1.997.450 $ | +12,0 % | 16.683.980 $ | +285.124 $ | +1,7 % | 16.398.856 $ | +1.737.104 $ | +11,8 % |
| BANK OF MONTREAL /CAN/ | 3.888.571 $ | -16.277.908 $ | -80,7 % | 20.166.479 $ | +11.902.873 $ | +144,0 % | 8.263.606 $ | -373.099 $ | -4,3 % | 8.636.705 $ | +6.560.538 $ | +316,0 % |
| Independent Advisor Alliance | 19.131.180 $ | |||||||||||
| Gerber Kawasaki Wealth & Investment Management | 19.007.461 $ | +2.125.301 $ | +12,6 % | 16.882.160 $ | +1.128.867 $ | +7,2 % | 15.753.293 $ | +120.598 $ | +0,8 % | 15.632.695 $ | +4.444.274 $ | +39,7 % |
| Trek Financial, LLC | 11.862.025 $ | +7.053.385 $ | +146,7 % | 4.808.640 $ | -5.944.452 $ | -55,3 % | 10.753.092 $ | -8.094.997 $ | -42,9 % | 18.848.089 $ | ||
| Janney Montgomery Scott LLC | 6.655.000 $ | -12.156.000 $ | -64,6 % | 18.811.000 $ | +14.988.000 $ | +392,0 % | 3.823.000 $ | +623.000 $ | +19,5 % | 3.200.000 $ | +1.289.000 $ | +67,5 % |
| Scarborough Advisors, LLC | 14.873.500 $ | +785.182 $ | +5,6 % | 14.088.318 $ | -4.133.979 $ | -22,7 % | 18.222.297 $ | -567.400 $ | -3,0 % | 18.789.697 $ | +10.000.544 $ | +113,8 % |
| Stratos Wealth Partners, LTD. | 7.315.341 $ | +1.231.804 $ | +20,2 % | 6.083.537 $ | -10.971.284 $ | -64,3 % | 17.054.821 $ | -1.090.959 $ | -6,0 % | 18.145.780 $ | -4.738.674 $ | -20,7 % |
| Concurrent Investment Advisors, LLC | 18.046.900 $ | +6.649.228 $ | +58,3 % | 11.397.672 $ | +4.245.415 $ | +59,4 % | 7.152.257 $ | +422.724 $ | +6,3 % | 6.729.533 $ | -238.765 $ | -3,4 % |
| JONES FINANCIAL COMPANIES LLLP | 17.954.329 $ | +2.697.512 $ | +17,7 % | 15.256.817 $ | +3.669.587 $ | +31,7 % | 11.587.230 $ | +2.477.010 $ | +27,2 % | 9.110.220 $ | +1.928.450 $ | +26,9 % |
| SEI INVESTMENTS CO | 16.488.930 $ | -597.630 $ | -3,5 % | 17.086.560 $ | -350.860 $ | -2,0 % | 17.437.420 $ | -290.960 $ | -1,6 % | 17.728.380 $ | -624.450 $ | -3,4 % |
| Whitaker-Myers Wealth Managers, LTD. | 17.630.065 $ | +1.975.714 $ | +12,6 % | 15.654.351 $ | +1.265.958 $ | +8,8 % | 14.388.393 $ | +587.403 $ | +4,3 % | 13.800.990 $ | ||
| Proficio Capital Partners LLC | 4.440.068 $ | +1.883.126 $ | +73,6 % | 2.556.942 $ | -11.163.282 $ | -81,4 % | 13.720.224 $ | -3.862.986 $ | -22,0 % | 17.583.210 $ | +11.605.424 $ | +194,1 % |
| Garden State Investment Advisory Services LLC | 17.437.568 $ | +10.733.971 $ | +160,1 % | 6.703.597 $ | -2.934.154 $ | -30,4 % | 9.637.751 $ | -2.881.950 $ | -23,0 % | 12.519.701 $ | +984.563 $ | +8,5 % |
| BANQUE PICTET & CIE SA | 14.820.842 $ | +696.522 $ | +4,9 % | 14.124.320 $ | -2.930.276 $ | -17,2 % | 17.054.596 $ | +2.536.543 $ | +17,5 % | 14.518.053 $ | +8.646.653 $ | +147,3 % |
| Mariner, LLC | 13.896.597 $ | -1.515.675 $ | -9,8 % | 15.412.272 $ | -1.474.927 $ | -8,7 % | 16.887.199 $ | +3.457.373 $ | +25,7 % | 13.429.826 $ | +2.234.616 $ | +20,0 % |
| Asset Allocation Strategies LLC | 2.472.870 $ | -1.560.241 $ | -38,7 % | 4.033.111 $ | -11.260.084 $ | -73,6 % | 15.293.195 $ | -1.560.945 $ | -9,3 % | 16.854.140 $ | +14.066.184 $ | +504,5 % |
| Waverly Advisors, LLC | 16.605.070 $ | +849.021 $ | +5,4 % | 15.756.049 $ | -27.279 $ | -0,2 % | 15.783.328 $ | +1.120.576 $ | +7,6 % | 14.662.752 $ | +961.878 $ | +7,0 % |
| First Command Advisory Services, Inc. | 15.231.793 $ | -571.811 $ | -3,6 % | 15.803.604 $ | +933.581 $ | +6,3 % | 14.870.023 $ | -444.078 $ | -2,9 % | 15.314.101 $ | -240.988 $ | -1,5 % |
| PINNACLE FINANCIAL PARTNERS INC | 15.751.876 $ | -1.234.792 $ | -7,3 % | |||||||||
| Shepherd Financial Partners LLC | 15.662.590 $ | +5.909.193 $ | +60,6 % | 9.753.397 $ | +5.062.521 $ | +107,9 % | 4.690.876 $ | +403.889 $ | +9,4 % | 4.286.987 $ | ||
| Spectrum Investment Advisors, Inc. | 15.119.819 $ | +1.948.838 $ | +14,8 % | 13.170.981 $ | +665.542 $ | +5,3 % | 12.505.439 $ | +388.637 $ | +3,2 % | 12.116.802 $ | +335.736 $ | +2,8 % |
| Arlington Financial Advisors, LLC | 14.544.476 $ | +488.809 $ | +3,5 % | 14.055.667 $ | -968.657 $ | -6,4 % | 15.024.324 $ | +907.427 $ | +6,4 % | 14.116.897 $ | +765.857 $ | +5,7 % |
| Quadrature Capital Ltd | 13.517.567 $ | -1.361.511 $ | -9,2 % | 14.879.078 $ | +7.257.691 $ | +95,2 % | 7.621.387 $ | -7.152.279 $ | -48,4 % | |||
| Vontobel Holding Ltd. | 14.541.474 $ | +2.179.049 $ | +17,6 % | 12.362.425 $ | -458.532 $ | -3,6 % | 12.820.957 $ | -225.166 $ | -1,7 % | 13.046.123 $ | +1.235.181 $ | +10,5 % |
| Federation des caisses Desjardins du Quebec | 1.272.417 $ | -13.013.745 $ | -91,1 % | 14.286.162 $ | +4.851.417 $ | +51,4 % | 9.434.745 $ | +8.908.720 $ | +1.693,6 % | |||
| Axiom Financial Strategies, LLC | 14.161.794 $ | +359.325 $ | +2,6 % | 13.802.469 $ | +6.738.573 $ | +95,4 % | 7.063.896 $ | +3.283.599 $ | +86,9 % | 3.780.297 $ | ||
| Financial & Tax Architects, LLC | 4.845.321 $ | -9.129.041 $ | -65,3 % | 13.974.362 $ | +9.024.420 $ | +182,3 % | 4.949.942 $ | |||||
| &PARTNERS | 13.877.529 $ | +5.632.366 $ | +68,3 % | 8.245.163 $ | +3.097.723 $ | +60,2 % | 5.147.440 $ | +3.483.717 $ | +209,4 % | 1.663.723 $ | +1.063.802 $ | +177,3 % |
| BNP PARIBAS FINANCIAL MARKETS | 302.976 $ | +68.191 $ | +29,0 % | 234.785 $ | -10.175.333 $ | -97,7 % | 10.410.118 $ | -3.410.214 $ | -24,7 % | 13.820.332 $ | +3.102.388 $ | +28,9 % |
| Maltin Wealth Management, Inc. | 13.753.375 $ | +1.763.156 $ | +14,7 % | 11.990.219 $ | +4.713.707 $ | +64,8 % | 7.276.512 $ | +1.027.087 $ | +16,4 % | 6.249.425 $ | +1.321.647 $ | +26,8 % |
| IHT Wealth Management, LLC | 13.364.080 $ | +895.681 $ | +7,2 % | 12.468.399 $ | +312.269 $ | +2,6 % | 12.156.130 $ | +2.060.675 $ | +20,4 % | 10.095.455 $ | +931.754 $ | +10,2 % |
| ASHTON THOMAS SECURITIES, LLC | 13.116.408 $ | +7.712.800 $ | +142,7 % | 5.403.608 $ | -1.773.057 $ | -24,7 % | 7.176.665 $ | -4.850.156 $ | -40,3 % | 12.026.821 $ | +5.519.275 $ | +84,8 % |
| ASSETMARK, INC | 12.889.082 $ | +285.854 $ | +2,3 % | 12.603.228 $ | +4.119.919 $ | +48,6 % | 8.483.309 $ | +26.240 $ | +0,3 % | 8.457.069 $ | +639.866 $ | +8,2 % |
| Clear Retirement Advice LLC | 12.872.257 $ | +992.463 $ | +8,4 % | 11.879.794 $ | +55.789 $ | +0,5 % | 11.824.005 $ | |||||
| STATE OF WISCONSIN INVESTMENT BOARD | 12.836.649 $ | +446.612 $ | +3,6 % | 12.390.037 $ | +506.468 $ | +4,3 % | 11.883.569 $ | +179.565 $ | +1,5 % | 11.704.004 $ | +934.663 $ | +8,7 % |
| Allworth Financial LP | 12.718.940 $ | +307.304 $ | +2,5 % | 12.411.636 $ | +870.835 $ | +7,5 % | 11.540.801 $ | +882.392 $ | +8,3 % | 10.658.409 $ | +656.808 $ | +6,6 % |
| ROBINSON CAPITAL MANAGEMENT, LLC | 5.741.027 $ | -2.270.299 $ | -28,3 % | 8.011.326 $ | -4.690.924 $ | -36,9 % | 12.702.250 $ | |||||
| VestGen Advisors, LLC | 3.607.871 $ | +222.686 $ | +6,6 % | 3.385.185 $ | -139.590 $ | -4,0 % | 3.524.775 $ | -8.956.399 $ | -71,8 % | 12.481.174 $ | +658.054 $ | +5,6 % |
| GTS SECURITIES LLC | 12.350.542 $ | +11.542.553 $ | +1.428,6 % | 807.989 $ | -4.003.954 $ | -83,2 % | ||||||
| MARSHALL WACE, LLP | 6.286.801 $ | +218.730 $ | +3,6 % | 6.068.071 $ | -6.279.411 $ | -50,9 % | 12.347.482 $ | +2.697.135 $ | +27,9 % | 9.650.347 $ | +1.915.232 $ | +24,8 % |
| Private Advisory Group LLC | 12.287.398 $ | +6.189.247 $ | +101,5 % | 6.098.151 $ | ||||||||
| Integrated Capital Management, LLC | 12.118.221 $ | |||||||||||
| UMB Bank, n.a. | 5.655.881 $ | -2.685.681 $ | -32,2 % | 8.341.562 $ | -3.768.401 $ | -31,1 % | 12.109.963 $ | +11.310.172 $ | +1.414,1 % | 799.791 $ | +4.140 $ | +0,5 % |
| West Wealth Group, LLC | 12.094.718 $ | +1.919.163 $ | +18,9 % | 10.175.555 $ | +8.217.101 $ | +419,6 % | 1.958.454 $ | +340.791 $ | +21,1 % | 1.617.663 $ | ||
| Wealthcare Advisory Partners LLC | 11.367.283 $ | -630.191 $ | -5,3 % | 11.997.474 $ | +244.577 $ | +2,1 % | 11.752.897 $ | -308.729 $ | -2,6 % | 12.061.626 $ | +180.398 $ | +1,5 % |
| US BANCORP \DE\ | 11.993.034 $ | +735.562 $ | +6,5 % | 11.257.472 $ | -777.693 $ | -6,5 % | 12.035.165 $ | +1.091.723 $ | +10,0 % | 10.943.442 $ | -29.839 $ | -0,3 % |
| Kestra Advisory Services, LLC | 11.943.530 $ | +1.297.979 $ | +12,2 % | 10.645.551 $ | +838.939 $ | +8,6 % | 9.806.612 $ | +4.588.615 $ | +87,9 % | 5.217.997 $ | -4.222.036 $ | -44,7 % |
| RENAISSANCE TECHNOLOGIES LLC | 7.580.496 $ | +6.102.882 $ | +413,0 % | 1.477.614 $ | -7.520.377 $ | -83,6 % | 8.997.991 $ | -2.900.539 $ | -24,4 % | 11.898.530 $ | +3.383.613 $ | +39,7 % |
| Arkadios Wealth Advisors | 11.794.601 $ | +3.385.018 $ | +40,3 % | 8.409.583 $ | +6.003.500 $ | +249,5 % | 2.406.083 $ | |||||
| Avidian Wealth Enterprises, LLC | 11.725.254 $ | +202.990 $ | +1,8 % | 11.522.264 $ | -131.318 $ | -1,1 % | 11.653.582 $ | +69.428 $ | +0,6 % | 11.584.154 $ | +10.378.288 $ | +860,7 % |
| OneDigital Investment Advisors LLC | 11.418.518 $ | +10.965.706 $ | +2.421,7 % | 452.812 $ | ||||||||
| GFG Capital, LLC | 4.814.746 $ | -4.213.771 $ | -46,7 % | 9.028.517 $ | -218.529 $ | -2,4 % | 9.247.046 $ | -2.132.324 $ | -18,7 % | 11.379.370 $ | +2.806.685 $ | +32,7 % |
| PFG Advisors | 971.100 $ | -10.218.234 $ | -91,3 % | 11.189.334 $ | +812.728 $ | +7,8 % | 10.376.606 $ | -518.845 $ | -4,8 % | 10.895.451 $ | +795.442 $ | +7,9 % |
| FIFTH THIRD BANCORP | 10.926.497 $ | +678.043 $ | +6,6 % | 10.248.454 $ | +8.664.936 $ | +547,2 % | 1.583.518 $ | -9.524 $ | -0,6 % | 1.593.042 $ | +93.307 $ | +6,2 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 10.711.000 $ | +2.095.000 $ | +24,3 % | 8.616.000 $ | +8.328.000 $ | +2.891,7 % | 288.000 $ | -118.000 $ | -29,1 % | |||
| Breakwater Capital Group | 10.703.976 $ | +1.058.149 $ | +11,0 % | 9.645.827 $ | +953.600 $ | +11,0 % | 8.692.227 $ | +2.339.408 $ | +36,8 % | 6.352.819 $ | +795.323 $ | +14,3 % |
| One Day In July LLC | 10.687.379 $ | +3.483.697 $ | +48,4 % | 7.203.682 $ | +3.535.408 $ | +96,4 % | 3.668.274 $ | |||||
| Advisors Preferred, LLC | 7.690.773 $ | -2.990.486 $ | -28,0 % | 10.681.259 $ | +5.488.097 $ | +105,7 % | 5.193.162 $ | -1.213.758 $ | -18,9 % | 6.406.920 $ | +3.111.307 $ | +94,4 % |
| CIBC Bancorp USA Inc. | 10.598.324 $ | +772.377 $ | +7,9 % | 9.825.947 $ | ||||||||
| FIRST HORIZON CORP | 10.467.018 $ | +1.669.775 $ | +19,0 % | 8.797.243 $ | -678.075 $ | -7,2 % | 9.475.318 $ | +8.802.952 $ | +1.309,3 % | 672.366 $ | ||
| Towercrest Capital Management | 4.586.776 $ | -266.361 $ | -5,5 % | 4.853.137 $ | -762.080 $ | -13,6 % | 5.615.217 $ | -4.568.950 $ | -44,9 % | 10.184.167 $ | +537.000 $ | +5,6 % |
| Archer Investment Corp | 10.080.216 $ | +5.527.397 $ | +121,4 % | 4.552.819 $ | +266.679 $ | +6,2 % | 4.286.140 $ | +62.653 $ | +1,5 % | 4.223.487 $ | +421.749 $ | +11,1 % |
| IFG Advisory, LLC | 9.205.847 $ | -682.143 $ | -6,9 % | 9.887.990 $ | -688.821 $ | -6,5 % | ||||||
| Alliance Wealth Management Group | 4.301.007 $ | -332.994 $ | -7,2 % | 4.634.001 $ | -744.950 $ | -13,8 % | 5.378.951 $ | -4.495.012 $ | -45,5 % | 9.873.963 $ | +511.774 $ | +5,5 % |
| RTD Financial Advisors, Inc. | 9.605.530 $ | +590.661 $ | +6,6 % | 9.014.869 $ | +22.483 $ | +0,3 % | 8.992.386 $ | +75.819 $ | +0,9 % | 8.916.567 $ | +357.537 $ | +4,2 % |
| Ascent Group, LLC | 9.592.211 $ | +770.697 $ | +8,7 % | 8.821.514 $ | +6.749.267 $ | +325,7 % | 2.072.247 $ | +1.338.423 $ | +182,4 % | 733.824 $ | ||
| BlackRock, Inc. | 9.552.738 $ | +523.629 $ | +5,8 % | 9.029.109 $ | +1.176.526 $ | +15,0 % | 7.852.583 $ | +7.506.695 $ | +2.170,3 % | 345.888 $ | +281.957 $ | +441,0 % |
| ROTHSCHILD INVESTMENT LLC | 9.460.727 $ | +1.134.584 $ | +13,6 % | 8.326.143 $ | +1.571.334 $ | +23,3 % | 6.754.809 $ | +335.397 $ | +5,2 % | 6.419.412 $ | +1.067.501 $ | +19,9 % |
| MAI Capital Management | 9.364.668 $ | +783.856 $ | +9,1 % | 8.580.812 $ | +1.475.187 $ | +20,8 % | 7.105.625 $ | +2.748.903 $ | +63,1 % | 4.356.722 $ | +3.483.720 $ | +399,1 % |
| CIBC Private Wealth Group LLC | 9.341.283 $ | +695.859 $ | +8,0 % | 8.645.424 $ | +593.960 $ | +7,4 % | ||||||
| Elequin Capital, LP | 2.225.862 $ | +715.996 $ | +47,4 % | 1.509.866 $ | -7.726.134 $ | -83,7 % | 9.236.000 $ | |||||
| Archer Investment Management, LLC | 9.137.426 $ | +3.178.873 $ | +53,3 % | 5.958.553 $ | ||||||||
| BRASADA CAPITAL MANAGEMENT, LP | 4.434.890 $ | -4.666.597 $ | -51,3 % | 9.101.487 $ | +3.803.776 $ | +71,8 % | 5.297.711 $ | +3.828.297 $ | +260,5 % | 1.469.414 $ | -2.551.118 $ | -63,5 % |
| Wealthfront Advisers LLC | 6.492.106 $ | -153.337 $ | -2,3 % | 6.645.443 $ | +617.888 $ | +10,3 % | 6.027.555 $ | -2.785.239 $ | -31,6 % | 8.812.794 $ | +201.361 $ | +2,3 % |
| Evelyn Partners Group Ltd | 8.806.804 $ | |||||||||||
| POWER WEALTH MANAGEMENT LLC | 8.796.744 $ | +486 $ | +0,0 % | 8.796.258 $ | +98.267 $ | +1,1 % | 8.697.991 $ | +305.441 $ | +3,6 % | 8.392.550 $ | -2.280.372 $ | -21,4 % |
| Schwallier Wealth Management LLC | 1.287.080 $ | -259.562 $ | -16,8 % | 1.546.642 $ | -7.143.969 $ | -82,2 % | 8.690.611 $ | -26.903 $ | -0,3 % | 8.717.514 $ | +894.376 $ | +11,4 % |
| MATAURO, LLC | 8.223.576 $ | +270.873 $ | +3,4 % | 7.952.703 $ | -320.577 $ | -3,9 % | 8.273.280 $ | -322.420 $ | -3,8 % | 8.595.700 $ | -289.558 $ | -3,3 % |
| HRT FINANCIAL LP | 8.527.000 $ | +7.455.000 $ | +695,4 % | 1.072.000 $ | -3.964.000 $ | -78,7 % | 5.036.000 $ | +3.837.000 $ | +320,0 % | 1.199.000 $ | -1.154.000 $ | -49,0 % |
| Baird Financial Group, Inc. | 6.050.816 $ | -2.361.506 $ | -28,1 % | 8.412.322 $ | +1.201.705 $ | +16,7 % | 7.210.617 $ | +380.849 $ | +5,6 % | 6.829.768 $ | -155.618 $ | -2,2 % |
| Atlas Legacy Advisors, LLC | 8.358.393 $ | +633.974 $ | +8,2 % | 7.724.419 $ | +1.160.832 $ | +17,7 % | 6.563.587 $ | +853.608 $ | +14,9 % | 5.709.979 $ | -151.397 $ | -2,6 % |
| Jessup Wealth Management, Inc | 8.242.505 $ | +2.032.827 $ | +32,7 % | 6.209.678 $ | -770.667 $ | -11,0 % | 6.980.345 $ | |||||
| CITIGROUP INC | 1.740.348 $ | +551.284 $ | +46,4 % | 1.189.064 $ | +163.232 $ | +15,9 % | 1.025.832 $ | -7.162.324 $ | -87,5 % | 8.188.156 $ | +472.205 $ | +6,1 % |
| AE Wealth Management LLC | 8.053.774 $ | +2.322.602 $ | +40,5 % | 5.731.172 $ | +2.273.318 $ | +65,7 % | 3.457.854 $ | +1.507.837 $ | +77,3 % | 1.950.017 $ | +1.217.951 $ | +166,4 % |
| Blueprint Investment Partners LLC | 4.221.667 $ | -3.769.049 $ | -47,2 % | 7.990.716 $ | ||||||||
| Man Group plc | 7.863.302 $ | +1.657.486 $ | +26,7 % | 6.205.816 $ | -174.852 $ | -2,7 % | 6.380.668 $ | -801.917 $ | -11,2 % | 7.182.585 $ | ||
| SIMON QUICK ADVISORS, LLC | 7.787.423 $ | +184.470 $ | +2,4 % | 7.602.953 $ | +4.172.318 $ | +121,6 % | 3.430.635 $ | -4.342.138 $ | -55,9 % | 7.772.773 $ | -350.881 $ | -4,3 % |
| Virtus Family Office LLC | 7.784.180 $ | +427.766 $ | +5,8 % | 7.356.414 $ | +416.260 $ | +6,0 % | 6.940.154 $ | +457.215 $ | +7,1 % | 6.482.939 $ | +3.207.637 $ | +97,9 % |
| Aries Wealth Management | 7.697.906 $ | +294.132 $ | +4,0 % | 7.403.774 $ | +597.058 $ | +8,8 % | 6.806.716 $ | +181.955 $ | +2,7 % | 6.624.761 $ | +476.473 $ | +7,7 % |
| Mirae Asset Global Investments Co., Ltd. | 7.685.750 $ | +7.223.387 $ | +1.562,3 % | 462.363 $ | -86.430 $ | -15,7 % | 548.793 $ | |||||
| KINTRA WEALTH, LLC | 5.221.028 $ | -2.404.477 $ | -31,5 % | 7.625.505 $ | +1.857.841 $ | +32,2 % | 5.767.664 $ | |||||
| Curry Webb Wealth Management LLC | 5.994.993 $ | +1.348.186 $ | +29,0 % | 4.646.807 $ | -2.949.131 $ | -38,8 % | 7.595.938 $ | |||||
| COMERICA BANK | 7.582.632 $ | +36.378 $ | +0,5 % | 7.546.254 $ | -982.979 $ | -11,5 % | ||||||
| AlphaCore Capital LLC | 7.497.226 $ | +1.401.708 $ | +23,0 % | 6.095.518 $ | -754.956 $ | -11,0 % | 6.850.474 $ | +244.762 $ | +3,7 % | 6.605.712 $ | +726.617 $ | +12,4 % |
| PARK AVENUE SECURITIES LLC | 7.492.000 $ | +1.577.000 $ | +26,7 % | 5.915.000 $ | +3.682.000 $ | +164,9 % | 2.233.000 $ | -1.229.000 $ | -35,5 % | 3.462.000 $ | +1.467.000 $ | +73,5 % |
| Goodman Advisory Group, LLC | 5.277.966 $ | -338.427 $ | -6,0 % | 5.616.393 $ | -1.841.293 $ | -24,7 % | 7.457.686 $ | +3.513.625 $ | +89,1 % | 3.944.061 $ | ||
| Spartan Planning & Wealth Management | 3.809.416 $ | -3.574.915 $ | -48,4 % | 7.384.331 $ | ||||||||
| Savant Capital, LLC | 7.368.217 $ | +6.312.905 $ | +598,2 % | 1.055.312 $ | +65.749 $ | +6,6 % | 989.563 $ | -20.709 $ | -2,0 % | 1.010.272 $ | +68.596 $ | +7,3 % |
| Heck Capital Advisors, LLC | 7.330.441 $ | +100.181 $ | +1,4 % | 7.230.260 $ | +15.266 $ | +0,2 % | 7.214.994 $ | +20.611 $ | +0,3 % | 7.194.383 $ | -79.802 $ | -1,1 % |
| Advisory Services Network, LLC | 7.281.506 $ | +220.431 $ | +3,1 % | 7.061.075 $ | +856.912 $ | +13,8 % | 6.204.163 $ | +3.062.008 $ | +97,4 % | 3.142.155 $ | +86.794 $ | +2,8 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 5.808.136 $ | -1.456.903 $ | -20,1 % | 7.265.039 $ | +5.588.568 $ | +333,4 % | 1.676.471 $ | +724.044 $ | +76,0 % | |||
| Quaker Wealth Management, LLC | 7.217.455 $ | +7.206.846 $ | +67.931,4 % | 10.609 $ | -44.327 $ | -80,7 % | 54.936 $ | +728 $ | +1,3 % | 54.208 $ | +15.323 $ | +39,4 % |
| Tower Research Capital LLC (TRC) | 7.211.371 $ | +4.631.343 $ | +179,5 % | 2.580.028 $ | +937.743 $ | +57,1 % | 1.642.285 $ | -1.873.483 $ | -53,3 % | 3.515.768 $ | +269.734 $ | +8,3 % |
| Revolve Wealth Partners, LLC | 7.063.745 $ | +271.014 $ | +4,0 % | 6.792.731 $ | -397.309 $ | -5,5 % | 7.190.040 $ | +272.548 $ | +3,9 % | 6.917.492 $ | +359.823 $ | +5,5 % |
| Total Clarity Wealth Management, Inc. | 5.684.583 $ | +4.178.122 $ | +277,3 % | 1.506.461 $ | -3.272.894 $ | -68,5 % | 4.779.355 $ | -2.396.995 $ | -33,4 % | 7.176.350 $ | +632.707 $ | +9,7 % |
| SigFig Wealth Management, LLC | 7.098.073 $ | +214.210 $ | +3,1 % | 6.883.863 $ | +43.664 $ | +0,6 % | 6.840.199 $ | +156.181 $ | +2,3 % | 6.684.018 $ | -16.359 $ | -0,2 % |
| Perigon Wealth Management, LLC | 7.091.205 $ | +1.304.749 $ | +22,5 % | 5.786.456 $ | ||||||||
| MBL Wealth, LLC | 7.073.004 $ | +433.701 $ | +6,5 % | 6.639.303 $ | +148.047 $ | +2,3 % | ||||||
| Bell Investment Advisors, Inc | 6.417.151 $ | -615.943 $ | -8,8 % | 7.033.094 $ | +420.123 $ | +6,4 % | 6.612.971 $ | -240.610 $ | -3,5 % | 6.853.581 $ | +312.688 $ | +4,8 % |
| Ameritas Advisory Services, LLC | 6.987.409 $ | +4.013.678 $ | +135,0 % | 2.973.731 $ | +2.887.151 $ | +3.334,7 % | 86.580 $ | -1.722.362 $ | -95,2 % | |||
| Retirement Planning Group, LLC | 6.721.351 $ | +634.247 $ | +10,4 % | 6.087.104 $ | +816.909 $ | +15,5 % | 5.270.195 $ | +292.158 $ | +5,9 % | 4.978.037 $ | +250.026 $ | +5,3 % |
| Cornerstone Wealth Management, LLC | 6.624.459 $ | +1.512.689 $ | +29,6 % | 5.111.770 $ | +839.265 $ | +19,6 % | 4.272.505 $ | +824.732 $ | +23,9 % | 3.447.773 $ | +468.512 $ | +15,7 % |
| Golden State Wealth Management, LLC | 6.605.999 $ | +5.779.484 $ | +699,3 % | 826.515 $ | -139.431 $ | -14,4 % | 965.946 $ | +107.074 $ | +12,5 % | 858.872 $ | +46.867 $ | +5,8 % |
| Old Port Advisors | 5.868.214 $ | -526.638 $ | -8,2 % | 6.394.852 $ | +1.393.275 $ | +27,9 % | 5.001.577 $ | +416.378 $ | +9,1 % | 4.585.199 $ | +300.908 $ | +7,0 % |
| Three Bridge Wealth Advisors, LLC | 6.389.664 $ | +475.465 $ | +8,0 % | 5.914.199 $ | +242.998 $ | +4,3 % | 5.671.201 $ | +198.764 $ | +3,6 % | 5.472.437 $ | +1.392.080 $ | +34,1 % |
| Kraft, Davis & Associates, LLC | 6.353.810 $ | |||||||||||
| Tortoise Investment Management, LLC | 6.243.149 $ | +88.278 $ | +1,4 % | 6.154.871 $ | +158.934 $ | +2,7 % | 5.995.937 $ | -110.952 $ | -1,8 % | 6.106.889 $ | -209.442 $ | -3,3 % |
| Hilltop Holdings Inc. | 6.189.035 $ | |||||||||||
| TRUSTMARK BANK TRUST DEPARTMENT | 4.912.481 $ | -3.056 $ | -0,1 % | 4.915.537 $ | -479.037 $ | -8,9 % | 5.394.574 $ | -789.436 $ | -12,8 % | 6.184.010 $ | -70.995 $ | -1,1 % |
| Cerity Partners LLC | 5.876.410 $ | -291.720 $ | -4,7 % | 6.168.130 $ | +1.313.449 $ | +27,1 % | 4.854.681 $ | +601.209 $ | +14,1 % | 4.253.472 $ | -1.160.437 $ | -21,4 % |
| Econ Financial Services Corp | 306.089 $ | -5.860.487 $ | -95,0 % | 6.166.576 $ | +4.692.026 $ | +318,2 % | 1.474.550 $ | -248.316 $ | -14,4 % | |||
| Connecticut Capital Management Group, LLC | 6.133.154 $ | +465.174 $ | +8,2 % | 5.667.980 $ | +277.995 $ | +5,2 % | 5.389.985 $ | |||||
| EXENCIAL WEALTH ADVISORS, LLC | 5.983.737 $ | +5.450.830 $ | +1.022,8 % | 532.907 $ | +143.286 $ | +36,8 % | 389.621 $ | +11.812 $ | +3,1 % | |||
| D.A. DAVIDSON & CO. | 2.987.948 $ | -1.866.508 $ | -38,4 % | 4.854.456 $ | -1.022.854 $ | -17,4 % | 5.877.310 $ | -96.632 $ | -1,6 % | 5.973.942 $ | +981.900 $ | +19,7 % |
| SEEDS INVESTOR LLC | 5.908.545 $ | +373.532 $ | +6,7 % | 5.535.013 $ | +1.974.526 $ | +55,5 % | 3.560.487 $ | +371.775 $ | +11,7 % | 3.188.712 $ | -3.010.938 $ | -48,6 % |
| Focus Partners Wealth | 4.367.025 $ | -458.952 $ | -9,5 % | 4.825.977 $ | -1.044.625 $ | -17,8 % | 5.870.602 $ | +4.643.742 $ | +378,5 % | 1.226.860 $ | +89.549 $ | +7,9 % |
| KWB Wealth | 5.833.949 $ | +285.101 $ | +5,1 % | 5.548.848 $ | -76.867 $ | -1,4 % | 5.625.715 $ | +757.498 $ | +15,6 % | 4.868.217 $ | +360.309 $ | +8,0 % |
| Orion Porfolio Solutions, LLC | 3.858.482 $ | -166.392 $ | -4,1 % | 4.024.874 $ | -919.043 $ | -18,6 % | 4.943.917 $ | -762.496 $ | -13,4 % | 5.706.413 $ | +528.355 $ | +10,2 % |
| Signal Advisors Wealth, LLC | 779.332 $ | -369.755 $ | -32,2 % | 1.149.087 $ | -2.591.272 $ | -69,3 % | 3.740.359 $ | -1.960.767 $ | -34,4 % | 5.701.126 $ | ||
| ANDERSON HOAGLAND & CO | 1.447.750 $ | -3.800.974 $ | -72,4 % | 5.248.724 $ | -412.535 $ | -7,3 % | 5.661.259 $ | +15.038 $ | +0,3 % | 5.646.221 $ | -160.446 $ | -2,8 % |
| BLUELINE ADVISORS LLC | 5.651.835 $ | +316.463 $ | +5,9 % | 5.335.372 $ | +240.029 $ | +4,7 % | 5.095.343 $ | |||||
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5.595.299 $ | +3.971.519 $ | +244,6 % | 1.623.780 $ | +131.824 $ | +8,8 % | ||||||
| IEQ CAPITAL, LLC | 2.174.328 $ | -3.384.509 $ | -60,9 % | 5.558.837 $ | +293.032 $ | +5,6 % | 5.265.805 $ | -62.102 $ | -1,2 % | 5.327.907 $ | +1.032.243 $ | +24,0 % |
| MGO ONE SEVEN LLC | 5.461.832 $ | +1.335.759 $ | +32,4 % | 4.126.073 $ | ||||||||
| BlueCrest Capital Management Ltd | 5.423.325 $ | |||||||||||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 5.172.445 $ | +156.007 $ | +3,1 % | 5.016.438 $ | -3.621 $ | -0,1 % | 5.020.059 $ | -196.539 $ | -3,8 % | 5.216.598 $ | +639.175 $ | +14,0 % |
| AQR CAPITAL MANAGEMENT LLC | 3.716.064 $ | +1.413.947 $ | +61,4 % | 2.302.117 $ | -2.886.753 $ | -55,6 % | 5.188.870 $ | +1.880.209 $ | +56,8 % | 3.308.661 $ | +37.037 $ | +1,1 % |
| Quantinno Capital Management LP | 5.162.188 $ | +2.135.022 $ | +70,5 % | 3.027.166 $ | +865.674 $ | +40,0 % | 2.161.492 $ | +422.887 $ | +24,3 % | 1.738.605 $ | +831.192 $ | +91,6 % |
| Quadrant Private Wealth Management, LLC | 5.114.507 $ | +354.377 $ | +7,4 % | 4.760.130 $ | +2.774.192 $ | +139,7 % | 1.985.938 $ | +573.773 $ | +40,6 % | 1.412.165 $ | +886.772 $ | +168,8 % |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 4.532.586 $ | -265.201 $ | -5,5 % | 4.797.787 $ | -151.052 $ | -3,1 % | 4.948.839 $ | -158.808 $ | -3,1 % | 5.107.647 $ | -1.993.633 $ | -28,1 % |
| Synergy Investment Management, LLC | 5.096.296 $ | +1.770.335 $ | +53,2 % | 3.325.961 $ | +1.961.901 $ | +143,8 % | 1.364.060 $ | +311.512 $ | +29,6 % | 1.052.548 $ | ||
| Atria Investments, Inc | 5.053.640 $ | +680.567 $ | +15,6 % | 4.373.073 $ | +1.774.901 $ | +68,3 % | 2.598.172 $ | +1.896.946 $ | +270,5 % | 701.226 $ | ||
| Gladstone Institutional Advisory LLC | 4.818.300 $ | +3.232.263 $ | +203,8 % | 1.586.037 $ | -3.395.769 $ | -68,2 % | 4.981.806 $ | -51.112 $ | -1,0 % | 5.032.918 $ | +112.778 $ | +2,3 % |
| McAdam, LLC | 3.828.843 $ | -809.076 $ | -17,4 % | 4.637.919 $ | -270.917 $ | -5,5 % | 4.908.836 $ | -124.008 $ | -2,5 % | 5.032.844 $ | -760.984 $ | -13,1 % |
| DRIVE WEALTH MANAGEMENT, LLC | 4.962.258 $ | +198.083 $ | +4,2 % | 4.764.175 $ | +691.055 $ | +17,0 % | 4.073.120 $ | +502.981 $ | +14,1 % | 3.570.139 $ | +401.802 $ | +12,7 % |
| Verum Partners LLC | 4.875.642 $ | +357.326 $ | +7,9 % | 4.518.316 $ | +266.132 $ | +6,3 % | 4.252.184 $ | +242.140 $ | +6,0 % | 4.010.044 $ | +168.370 $ | +4,4 % |
| Optiver Holding B.V. | 4.874.354 $ | |||||||||||
| FOSTER & MOTLEY INC | 4.870.000 $ | +70.000 $ | +1,5 % | 4.800.000 $ | -32.000 $ | -0,7 % | 4.832.000 $ | +117.000 $ | +2,5 % | 4.715.000 $ | +201.000 $ | +4,5 % |
| Evelyn Partners Asset Management Ltd | 4.866.339 $ | |||||||||||
| Gotham Asset Management, LLC | 4.825.488 $ | +605.510 $ | +14,3 % | 4.219.978 $ | +399 $ | +0,0 % | 4.219.579 $ | -2.447.699 $ | -36,7 % | |||
| GLENMEDE TRUST CO NA | 4.751.446 $ | +361.726 $ | +8,2 % | 4.389.720 $ | +273.494 $ | +6,6 % | 4.116.226 $ | |||||
| Simplicity Wealth,LLC | 4.744.385 $ | +4.192.640 $ | +759,9 % | 551.745 $ | -895.691 $ | -61,9 % | 1.447.436 $ | +371.151 $ | +34,5 % | 1.076.285 $ | -1.621.055 $ | -60,1 % |
| Union Bancaire Privee, UBP SA | 4.713.664 $ | +2.699.379 $ | +134,0 % | 2.014.285 $ | +1.673.910 $ | +491,8 % | 340.375 $ | +213.817 $ | +168,9 % | 126.558 $ | +28.800 $ | +29,5 % |
| 1900 WEALTH MANAGEMENT LLC | 4.506.301 $ | -151.481 $ | -3,3 % | 4.657.782 $ | +248.515 $ | +5,6 % | 4.409.267 $ | +104.922 $ | +2,4 % | 4.304.345 $ | +3.505.867 $ | +439,1 % |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 3.437.840 $ | -1.201.869 $ | -25,9 % | 4.639.709 $ | +518.999 $ | +12,6 % | ||||||
| Pinnacle Financial Partners, Inc. | 2.041.249 $ | -212.942 $ | -9,4 % | 2.254.191 $ | -2.296.151 $ | -50,5 % | 4.550.342 $ | |||||
| Kathmere Capital Management, LLC | 4.517.642 $ | +127.470 $ | +2,9 % | 4.390.172 $ | +141.438 $ | +3,3 % | 4.248.734 $ | +111.198 $ | +2,7 % | 4.137.536 $ | +249.537 $ | +6,4 % |
| Prairiewood Capital, LLC | 1.269.890 $ | +63.836 $ | +5,3 % | 1.206.054 $ | -3.307.003 $ | -73,3 % | 4.513.057 $ | +127.141 $ | +2,9 % | 4.385.916 $ | +221.803 $ | +5,3 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 4.246.207 $ | -253.369 $ | -5,6 % | 4.499.576 $ | +156.112 $ | +3,6 % | 4.343.464 $ | +168.769 $ | +4,0 % | 4.174.695 $ | ||
| Professional Financial Management, Inc. | 4.499.553 $ | +535.522 $ | +13,5 % | 3.964.031 $ | +1.123.640 $ | +39,6 % | 2.840.391 $ | |||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 4.324.361 $ | -125.339 $ | -2,8 % | 4.449.700 $ | +3.119.985 $ | +234,6 % | 1.329.715 $ | -15.596 $ | -1,2 % | 1.345.311 $ | ||
| Skyline Advisors, Inc. | 4.433.664 $ | +3.651.352 $ | +466,7 % | 782.312 $ | ||||||||
| Colorado Capital Management, Inc. | 4.398.000 $ | +151.000 $ | +3,6 % | 4.247.000 $ | +141.000 $ | +3,4 % | 4.106.000 $ | +122.000 $ | +3,1 % | 3.984.000 $ | +176.000 $ | +4,6 % |
| Carrera Capital Advisors | 4.363.308 $ | +931.320 $ | +27,1 % | 3.431.988 $ | ||||||||
| ENTRUST FINANCIAL LLC | 4.254.609 $ | +361.885 $ | +9,3 % | 3.892.724 $ | +520.530 $ | +15,4 % | 3.372.194 $ | |||||
| Ashton Thomas Private Wealth, LLC | 4.170.868 $ | +1.221.074 $ | +41,4 % | 2.949.794 $ | +1.602.744 $ | +119,0 % | 1.347.050 $ | +314.490 $ | +30,5 % | 1.032.560 $ | +211.992 $ | +25,8 % |
| LMCG INVESTMENTS, LLC | 4.161.648 $ | +207.035 $ | +5,2 % | 3.954.613 $ | +601.739 $ | +17,9 % | 3.352.874 $ | +512.087 $ | +18,0 % | 2.840.787 $ | +421.208 $ | +17,4 % |
| Foster Victor Wealth Advisors, LLC | 4.091.053 $ | +90.700 $ | +2,3 % | 4.000.353 $ | +69.563 $ | +1,8 % | 3.930.790 $ | +82.891 $ | +2,2 % | |||
| Ausdal Financial Partners, Inc. | 4.043.746 $ | +210.249 $ | +5,5 % | 3.833.497 $ | +178.393 $ | +4,9 % | 3.655.104 $ | +84.644 $ | +2,4 % | 3.570.460 $ | +1.177.609 $ | +49,2 % |
| BIP Wealth, LLC | 4.027.648 $ | +3.812.076 $ | +1.768,4 % | 215.572 $ | +13.431 $ | +6,6 % | 202.141 $ | |||||
| Betterment LLC | 4.012.000 $ | +1.025.000 $ | +34,3 % | 2.987.000 $ | +720.000 $ | +31,8 % | 2.267.000 $ | -261.000 $ | -10,3 % | 2.528.000 $ | -85.000 $ | -3,3 % |
| Omega Financial Group, LLC | 3.735.274 $ | +102.144 $ | +2,8 % | 3.633.130 $ | -301.033 $ | -7,7 % | 3.934.163 $ | -65.688 $ | -1,6 % | 3.999.851 $ | +209.307 $ | +5,5 % |
| Steward Partners Investment Advisory, LLC | 2.512.600 $ | -1.457.219 $ | -36,7 % | 3.969.819 $ | +357.983 $ | +9,9 % | 3.611.836 $ | +146.308 $ | +4,2 % | 3.465.528 $ | +1.050.560 $ | +43,5 % |
| Centurion Wealth Management LLC | 3.163.924 $ | -787.462 $ | -19,9 % | 3.951.386 $ | +56.740 $ | +1,5 % | 3.894.646 $ | +454.004 $ | +13,2 % | 3.440.642 $ | +194.687 $ | +6,0 % |
| Sumitomo Mitsui Trust Group, Inc. | 3.911.916 $ | |||||||||||
| World Investment Advisors | 3.909.819 $ | +552.222 $ | +16,4 % | 3.357.597 $ | +590.715 $ | +21,3 % | 2.766.882 $ | +346.318 $ | +14,3 % | |||
| Sequoia Financial Advisors, LLC | 3.863.317 $ | +318.973 $ | +9,0 % | 3.544.344 $ | +144.074 $ | +4,2 % | 3.400.270 $ | +46.079 $ | +1,4 % | 3.354.191 $ | +1.113.773 $ | +49,7 % |
| Glenmede Investment Management, LP | 3.841.789 $ | +89.680 $ | +2,4 % | |||||||||
| Vertex Planning Partners, LLC | 3.819.624 $ | +2.189.554 $ | +134,3 % | 1.630.070 $ | +1.344.320 $ | +470,5 % | 285.750 $ | +8.258 $ | +3,0 % | 277.492 $ | -83.092 $ | -23,0 % |
| EdgeRock Capital LLC | 3.795.247 $ | +312.800 $ | +9,0 % | 3.482.447 $ | +372.299 $ | +12,0 % | 3.110.148 $ | +189.461 $ | +6,5 % | 2.920.687 $ | +167.830 $ | +6,1 % |
| Prospera Financial Services Inc | 1.890.144 $ | -1.900.497 $ | -50,1 % | 3.790.641 $ | +1.949.662 $ | +105,9 % | 1.840.979 $ | -1.410.942 $ | -43,4 % | 3.251.921 $ | +1.839.510 $ | +130,2 % |
| Rathbones Group PLC | 2.001.522 $ | -1.771.484 $ | -47,0 % | 3.773.006 $ | +197.962 $ | +5,5 % | 3.575.044 $ | +1.863.874 $ | +108,9 % | 1.711.170 $ | +120.148 $ | +7,6 % |
| PRINCIPAL SECURITIES, INC. | 3.689.528 $ | +902.348 $ | +32,4 % | 2.787.180 $ | -408.340 $ | -12,8 % | 3.195.520 $ | +309.977 $ | +10,7 % | 2.885.543 $ | +526.575 $ | +22,3 % |
| Quantum Portfolio Management LLC | 3.644.059 $ | +1.515.195 $ | +71,2 % | |||||||||
| TD PRIVATE CLIENT WEALTH LLC | 2.169.853 $ | -1.458.422 $ | -40,2 % | 3.628.275 $ | ||||||||
| Clark Capital Management Group, Inc. | 3.615.706 $ | +95.423 $ | +2,7 % | 3.520.283 $ | +2.106.064 $ | +148,9 % | 1.414.219 $ | -1.341.018 $ | -48,7 % | 2.755.237 $ | +804.419 $ | +41,2 % |
| Tailwinds Wealth, LLC | 382.660 $ | -3.232.016 $ | -89,4 % | 3.614.676 $ | ||||||||
| Wealthspire Advisors, LLC | 3.176.324 $ | +362.686 $ | +12,9 % | 2.813.638 $ | -788.272 $ | -21,9 % | 3.601.910 $ | +60.088 $ | +1,7 % | 3.541.822 $ | +235.079 $ | +7,1 % |
| Armbruster Capital Management, Inc. | 3.342.411 $ | -144.303 $ | -4,1 % | 3.486.714 $ | -52.446 $ | -1,5 % | 3.539.160 $ | -11.840 $ | -0,3 % | 3.551.000 $ | -71.219 $ | -2,0 % |
| Red Tortoise LLC | 3.509.690 $ | +145.380 $ | +4,3 % | 3.364.310 $ | +202.764 $ | +6,4 % | 3.161.546 $ | +230.913 $ | +7,9 % | |||
| Perennial Investment Advisors, LLC | 3.495.717 $ | +2.219.896 $ | +174,0 % | 1.275.821 $ | +313.070 $ | +32,5 % | 962.751 $ | |||||
| Farther Finance Advisors, LLC | 3.490.819 $ | +786.986 $ | +29,1 % | 2.703.833 $ | -17.145 $ | -0,6 % | 2.720.978 $ | +843.181 $ | +44,9 % | 1.877.797 $ | +1.528.948 $ | +438,3 % |
| Integrated Advisors Network LLC | 3.111.015 $ | +587.236 $ | +23,3 % | 2.523.779 $ | -872.370 $ | -25,7 % | 3.396.149 $ | +193.004 $ | +6,0 % | 3.203.145 $ | -294.068 $ | -8,4 % |
| INTEGRITY ALLIANCE, LLC. | 3.364.370 $ | |||||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 3.341.713 $ | +1.107.747 $ | +49,6 % | 2.233.966 $ | -342.626 $ | -13,3 % | 2.576.592 $ | +135.690 $ | +5,6 % | 2.440.902 $ | -527.406 $ | -17,8 % |
| Global Retirement Partners, LLC | 3.332.678 $ | +360.550 $ | +12,1 % | 2.972.128 $ | -55.896 $ | -1,8 % | 3.028.024 $ | +216.227 $ | +7,7 % | |||
| ICICI Prudential Asset Management Co Ltd | 3.191.252 $ | +616.886 $ | +24,0 % | 2.574.366 $ | -333.890 $ | -11,5 % | 2.908.256 $ | -392.615 $ | -11,9 % | 3.300.871 $ | +825.498 $ | +33,3 % |
| Cedar Point Capital Partners, LLC | 3.293.215 $ | +346.370 $ | +11,8 % | 2.946.845 $ | +287.815 $ | +10,8 % | 2.659.030 $ | +414.518 $ | +18,5 % | 2.244.512 $ | +177.047 $ | +8,6 % |
| ISLAY CAPITAL MANAGEMENT, LLC | 1.596.296 $ | -1.385.422 $ | -46,5 % | 2.981.718 $ | -301.424 $ | -9,2 % | 3.283.142 $ | +140.577 $ | +4,5 % | 3.142.565 $ | +93.619 $ | +3,1 % |
| Beacon Pointe Advisors, LLC | 656.747 $ | -2.513.110 $ | -79,3 % | 3.169.857 $ | +2.776.658 $ | +706,2 % | ||||||
| SCOTIA CAPITAL INC. | 737.187 $ | -116.628 $ | -13,7 % | 853.815 $ | -2.313.551 $ | -73,0 % | 3.167.366 $ | +443.420 $ | +16,3 % | 2.723.946 $ | +2.117.879 $ | +349,4 % |
| Trademark Financial Management, LLC | 3.161.369 $ | +2.451.591 $ | +345,4 % | 709.778 $ | -466.977 $ | -39,7 % | 1.176.755 $ | +130.036 $ | +12,4 % | 1.046.719 $ | +174.108 $ | +20,0 % |
| Rollins Financial Advisors, LLC | 3.099.065 $ | +1.811.414 $ | +140,7 % | 1.287.651 $ | +444.058 $ | +52,6 % | 843.593 $ | +130.798 $ | +18,4 % | 712.795 $ | +492.474 $ | +223,5 % |
| ARVEST INVESTMENTS, INC. | 263.663 $ | -984.351 $ | -78,9 % | 1.248.014 $ | -1.839.270 $ | -59,6 % | 3.087.284 $ | -3.499.787 $ | -53,1 % | |||
| Keystone Financial Group | 3.014.444 $ | +105.769 $ | +3,6 % | 2.908.675 $ | +2.295.621 $ | +374,5 % | 613.054 $ | +7.532 $ | +1,2 % | 605.522 $ | ||
| Dynamic Advisor Solutions LLC | 2.459.679 $ | -413.441 $ | -14,4 % | 2.873.120 $ | +218.457 $ | +8,2 % | 2.654.663 $ | -359.487 $ | -11,9 % | 3.014.150 $ | +29.175 $ | +1,0 % |
| MONECO ADVISORS, LLC | 2.809.196 $ | -41.643 $ | -1,5 % | 2.850.839 $ | -115.081 $ | -3,9 % | 2.965.920 $ | +129.203 $ | +4,6 % | 2.836.717 $ | +149.554 $ | +5,6 % |
| FIDUCIARY TRUST CO | 2.904.559 $ | +46.127 $ | +1,6 % | 2.858.432 $ | -14.164 $ | -0,5 % | 2.872.596 $ | +503.457 $ | +21,3 % | 2.369.139 $ | -1.625.343 $ | -40,7 % |
| Ocean Park Asset Management, LLC | 2.895.312 $ | +2.481.534 $ | +599,7 % | 413.778 $ | ||||||||
| Clearwater Capital Advisors, LLC | 1.549.874 $ | +294 $ | +0,0 % | 1.549.580 $ | -544.826 $ | -26,0 % | 2.094.406 $ | -799.919 $ | -27,6 % | 2.894.325 $ | -57.629 $ | -2,0 % |
| Sepio Capital, LP | 2.843.486 $ | +96.519 $ | +3,5 % | 2.746.967 $ | +85.541 $ | +3,2 % | 2.661.426 $ | +38.239 $ | +1,5 % | 2.623.187 $ | +191.635 $ | +7,9 % |
| Banco Santander, S.A. | 2.817.738 $ | +1.487.530 $ | +111,8 % | 1.330.208 $ | -176.284 $ | -11,7 % | 1.506.492 $ | +536.958 $ | +55,4 % | 969.534 $ | +619.118 $ | +176,7 % |
| CHOREO, LLC | 2.788.007 $ | +63.916 $ | +2,3 % | 2.724.091 $ | +1.575.374 $ | +137,1 % | 1.148.717 $ | +6.432 $ | +0,6 % | 1.142.285 $ | +126.227 $ | +12,4 % |
| Lido Advisors, LLC | 2.779.265 $ | +233.015 $ | +9,2 % | 2.546.250 $ | +85.636 $ | +3,5 % | 2.460.614 $ | -18.346 $ | -0,7 % | 2.478.960 $ | +194.688 $ | +8,5 % |
| Nikulski Financial, Inc. | 2.775.270 $ | +111.352 $ | +4,2 % | 2.663.918 $ | +919.990 $ | +52,8 % | 1.743.928 $ | +1.081.542 $ | +163,3 % | 662.386 $ | +322.697 $ | +95,0 % |
| Meadowbrook Advisors Group, LLC | 2.297.481 $ | -404.829 $ | -15,0 % | 2.702.310 $ | -49.323 $ | -1,8 % | 2.751.633 $ | |||||
| Westmount Partners, LLC | 560.583 $ | +19.504 $ | +3,6 % | 541.079 $ | -2.200.683 $ | -80,3 % | 2.741.762 $ | +63.429 $ | +2,4 % | 2.678.333 $ | +158.430 $ | +6,3 % |
| RWWM, Inc. | 1.233.480 $ | -25.309 $ | -2,0 % | 1.258.789 $ | -1.473.320 $ | -53,9 % | 2.732.109 $ | |||||
| FLAGSTAR SECURITIES, INC | 2.729.657 $ | +541.194 $ | +24,7 % | 2.188.463 $ | +361.416 $ | +19,8 % | 1.827.047 $ | +109.785 $ | +6,4 % | 1.717.262 $ | +125.664 $ | +7,9 % |
| SteelPeak Wealth, LLC | 2.321.938 $ | -244.333 $ | -9,5 % | 2.566.271 $ | -45.363 $ | -1,7 % | 2.611.634 $ | -111.938 $ | -4,1 % | 2.723.572 $ | -477.099 $ | -14,9 % |
| Crusonia Wealth Advisors LLC | 2.714.702 $ | +415.534 $ | +18,1 % | 2.299.168 $ | +130.569 $ | +6,0 % | 2.168.599 $ | |||||
| Choice Wealth Advisors LLC | 2.712.909 $ | |||||||||||
| RFG Advisory, LLC | 2.638.757 $ | +83.363 $ | +3,3 % | 2.555.394 $ | -146.507 $ | -5,4 % | 2.701.901 $ | +250.113 $ | +10,2 % | 2.451.788 $ | -2.143.297 $ | -46,6 % |
| Vise Technologies, Inc. | 2.678.048 $ | +0 $ | +0,0 % | 2.678.048 $ | +573.947 $ | +27,3 % | 2.104.101 $ | +1.741.473 $ | +480,2 % | |||
| ShoreHaven Wealth Partners, LLC | 2.596.737 $ | +222.374 $ | +9,4 % | 2.374.363 $ | +1.555.277 $ | +189,9 % | 819.086 $ | +57.178 $ | +7,5 % | 761.908 $ | ||
| PAX Financial Group, LLC | 1.679.743 $ | +31.245 $ | +1,9 % | 1.648.498 $ | -931.260 $ | -36,1 % | 2.579.758 $ | +161.037 $ | +6,7 % | |||
| Lowe Wealth Advisors, LLC | 2.546.198 $ | +200.181 $ | +8,5 % | |||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2.543.737 $ | +829.865 $ | +48,4 % | 1.713.872 $ | -380.322 $ | -18,2 % | 2.094.194 $ | -16.916 $ | -0,8 % | 2.111.110 $ | +375.821 $ | +21,7 % |
| Astra Wealth Partners LLC | 568.811 $ | -591.817 $ | -51,0 % | 1.160.628 $ | -1.371.774 $ | -54,2 % | 2.532.402 $ | +1.644.177 $ | +185,1 % | |||
| OneAscent Financial Services LLC | 855.549 $ | +21.086 $ | +2,5 % | 834.463 $ | -1.697.498 $ | -67,0 % | 2.531.961 $ | +1.992.961 $ | +369,8 % | |||
| Strategies Wealth Advisors, LLC | 2.512.615 $ | +2.267.280 $ | +924,2 % | 245.335 $ | ||||||||
| CANTOR FITZGERALD, L. P. | 2.509.320 $ | |||||||||||
| Wealth High Governance Asset Management Ltda. | 2.485.538 $ | |||||||||||
| Synergy Asset Management, LLC | 1.976.992 $ | -500.248 $ | -20,2 % | 2.477.240 $ | ||||||||
| FINANCIAL LIFE ADVISORS | 2.439.965 $ | +2.039.561 $ | +509,4 % | 400.404 $ | ||||||||
| WealthBridge Capital Management, LLC | 2.427.856 $ | +404.294 $ | +20,0 % | 2.023.562 $ | +1.487.027 $ | +277,2 % | 536.535 $ | +49.277 $ | +10,1 % | 487.258 $ | +62.264 $ | +14,7 % |
| Merit Financial Group, LLC | 2.183.335 $ | -244.322 $ | -10,1 % | 2.427.657 $ | +295.937 $ | +13,9 % | 2.131.720 $ | +28.597 $ | +1,4 % | 2.103.123 $ | +31.471 $ | +1,5 % |
| NORTHERN TRUST CORP | 2.399.554 $ | +2.123.589 $ | +769,5 % | 275.965 $ | -604.856 $ | -68,7 % | 880.821 $ | +630.982 $ | +252,6 % | 249.839 $ | +10.914 $ | +4,6 % |
| Banque Cantonale Vaudoise | 750.000 $ | +136.000 $ | +22,1 % | 614.000 $ | +58.000 $ | +10,4 % | 556.000 $ | -1.833.000 $ | -76,7 % | 2.389.000 $ | +561.000 $ | +30,7 % |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2.386.192 $ | +1.799.490 $ | +306,7 % | 586.702 $ | -76.238 $ | -11,5 % | 662.940 $ | -73.446 $ | -10,0 % | 736.386 $ | +184.190 $ | +33,4 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.500.124 $ | +203.638 $ | +15,7 % | 1.296.486 $ | -973.222 $ | -42,9 % | 2.269.708 $ | -88.637 $ | -3,8 % | 2.358.345 $ | +801.675 $ | +51,5 % |
| Clear Creek Financial Management, LLC | 2.356.765 $ | +1.282.060 $ | +119,3 % | 1.074.705 $ | ||||||||
| Financial Management Professionals, Inc. | 2.355.540 $ | +7.785 $ | +0,3 % | 2.347.755 $ | +35.476 $ | +1,5 % | 2.312.279 $ | |||||
| MidWestOne Financial Group, Inc. | 2.096.651 $ | -254.293 $ | -10,8 % | 2.350.944 $ | -203.501 $ | -8,0 % | ||||||
| Targeted Financial Services LLC | 2.232.311 $ | -96.136 $ | -4,1 % | 2.328.447 $ | +1.056.113 $ | +83,0 % | 1.272.334 $ | |||||
| Rochester Wealth Strategies, LLC | 2.216.925 $ | -110.535 $ | -4,7 % | 2.327.460 $ | +149.849 $ | +6,9 % | 2.177.611 $ | -112.871 $ | -4,9 % | 2.290.482 $ | +318.326 $ | +16,1 % |
| Delta Wealth Advisors LLC | 243.614 $ | +14.763 $ | +6,5 % | 228.851 $ | -601.793 $ | -72,4 % | 830.644 $ | -1.471.354 $ | -63,9 % | 2.301.998 $ | +128.849 $ | +5,9 % |
| McCarthy & Cox | 382.141 $ | -1.894.942 $ | -83,2 % | 2.277.083 $ | +265.524 $ | +13,2 % | ||||||
| BENJAMIN EDWARDS INC | 1.322.875 $ | +101.843 $ | +8,3 % | 1.221.032 $ | -865.681 $ | -41,5 % | 2.086.713 $ | -182.760 $ | -8,1 % | 2.269.473 $ | +116.235 $ | +5,4 % |
| Collaborative Wealth Managment Inc. | 2.260.115 $ | +484.835 $ | +27,3 % | 1.775.280 $ | -305.959 $ | -14,7 % | 2.081.239 $ | -39.928 $ | -1,9 % | 2.121.167 $ | +330.365 $ | +18,4 % |
| Bulwark Capital Corp | 2.255.397 $ | +427 $ | +0,0 % | 2.254.970 $ | +27.868 $ | +1,3 % | 2.227.102 $ | +6.232 $ | +0,3 % | 2.220.870 $ | -836.624 $ | -27,4 % |
| HUNTINGTON NATIONAL BANK | 160.443 $ | -2.298 $ | -1,4 % | 162.741 $ | -2.091.424 $ | -92,8 % | 2.254.165 $ | +2.068.439 $ | +1.113,7 % | 185.726 $ | -3.484 $ | -1,8 % |
| Leeward Financial Partners, LLC | 2.244.777 $ | +45.818 $ | +2,1 % | 2.198.959 $ | +24.514 $ | +1,1 % | 2.174.445 $ | +15.624 $ | +0,7 % | 2.158.821 $ | +586.314 $ | +37,3 % |
| Clarius Group, LLC | 729.551 $ | -1.511.021 $ | -67,4 % | 2.240.572 $ | -942.537 $ | -29,6 % | ||||||
| BASSO CAPITAL MANAGEMENT, L.P. | 2.228.788 $ | |||||||||||
| Qube Research & Technologies Ltd | 689.350 $ | -1.530.641 $ | -68,9 % | 2.219.991 $ | +2.037.720 $ | +1.118,0 % | 182.271 $ | +77.634 $ | +74,2 % | 104.637 $ | -676.927 $ | -86,6 % |
| Core Wealth Partners LLC | 1.494.487 $ | -106.725 $ | -6,7 % | 1.601.212 $ | -391.496 $ | -19,6 % | 1.992.708 $ | -207.515 $ | -9,4 % | 2.200.223 $ | -20.457 $ | -0,9 % |
| CFG Wealth Management Services, Inc. | 2.182.160 $ | -4.575 $ | -0,2 % | 2.186.735 $ | +26.935 $ | +1,2 % | 2.159.800 $ | |||||
| Sharper & Granite LLC | 2.057.833 $ | +68.989 $ | +3,5 % | 1.988.844 $ | -140.659 $ | -6,6 % | 2.129.503 $ | -51.614 $ | -2,4 % | 2.181.117 $ | +302.885 $ | +16,1 % |
| Barton Investment Management | 2.056.504 $ | -99.883 $ | -4,6 % | 2.156.387 $ | ||||||||
| FIRST FOUNDATION ADVISORS | 1.917.589 $ | -102.034 $ | -5,1 % | 2.019.623 $ | -32.580 $ | -1,6 % | 2.052.203 $ | -92.873 $ | -4,3 % | 2.145.076 $ | -563.945 $ | -20,8 % |
| Per Stirling Capital Management, LLC. | 2.137.470 $ | +324.677 $ | +17,9 % | 1.812.793 $ | +135.491 $ | +8,1 % | 1.677.302 $ | +646.562 $ | +62,7 % | 1.030.740 $ | +171.040 $ | +19,9 % |
| Crossmark Global Holdings, Inc. | 2.130.279 $ | +49.737 $ | +2,4 % | |||||||||
| Sowell Financial Services LLC | 1.891.776 $ | +65.274 $ | +3,6 % | 1.826.502 $ | -294.628 $ | -13,9 % | 2.121.130 $ | +197.364 $ | +10,3 % | 1.923.766 $ | +12.348 $ | +0,6 % |
| Northeast Financial Group, Inc. | 1.507.785 $ | -608.147 $ | -28,7 % | 2.115.932 $ | +188.133 $ | +9,8 % | 1.927.799 $ | +188.912 $ | +10,9 % | |||
| MassMutual Private Wealth & Trust, FSB | 2.113.037 $ | +40.620 $ | +2,0 % | 2.072.417 $ | +529.377 $ | +34,3 % | 1.543.040 $ | +272.896 $ | +21,5 % | 1.270.144 $ | +162.023 $ | +14,6 % |
| Ascentis Independent Advisors | 2.080.010 $ | |||||||||||
| Nalls Sherbakoff Group, LLC | 1.892.855 $ | +130.062 $ | +7,4 % | 1.762.793 $ | +119.256 $ | +7,3 % | 1.643.537 $ | -405.641 $ | -19,8 % | 2.049.178 $ | +128.616 $ | +6,7 % |
| Shakespeare Wealth Management, LLC | 2.003.690 $ | +71.772 $ | +3,7 % | 1.931.918 $ | +82.502 $ | +4,5 % | ||||||
| First Heartland Consultants, Inc. | 1.839.182 $ | -34.894 $ | -1,9 % | 1.874.076 $ | -117.748 $ | -5,9 % | 1.991.824 $ | -11.461 $ | -0,6 % | 2.003.285 $ | -226.252 $ | -10,1 % |
| INTERCAPITAL, LLC | 1.976.000 $ | |||||||||||
| Spire Wealth Management | 872.895 $ | -14.886 $ | -1,7 % | 887.781 $ | +35.019 $ | +4,1 % | 852.762 $ | -1.122.316 $ | -56,8 % | 1.975.078 $ | -1.779.958 $ | -47,4 % |
| SILVER OAK SECURITIES, INCORPORATED | 1.971.953 $ | +413.339 $ | +26,5 % | 1.558.614 $ | -255.674 $ | -14,1 % | 1.814.288 $ | +25.086 $ | +1,4 % | 1.789.202 $ | +21.871 $ | +1,2 % |
| UPTICK PARTNERS, LLC | 1.954.324 $ | |||||||||||
| ORG Partners LLC | 1.946.665 $ | +90.140 $ | +4,9 % | 1.856.525 $ | +597.801 $ | +47,5 % | ||||||
| RIVERCHASE WEALTH MANAGEMENT, LLC | 1.919.592 $ | +145.670 $ | +8,2 % | 1.773.922 $ | +110.521 $ | +6,6 % | 1.663.401 $ | +110.902 $ | +7,1 % | 1.552.499 $ | +95.294 $ | +6,5 % |
| Meeder Advisory Services, Inc. | 1.906.884 $ | |||||||||||
| Key FInancial Inc | 1.906.421 $ | +611.765 $ | +47,3 % | 1.294.656 $ | +256.781 $ | +24,7 % | 1.037.875 $ | +104.695 $ | +11,2 % | 933.180 $ | +62.851 $ | +7,2 % |
| Colonial River Investments, LLC | 1.709.539 $ | -191.527 $ | -10,1 % | 1.901.066 $ | +106.765 $ | +6,0 % | 1.794.301 $ | +110.113 $ | +6,5 % | 1.684.188 $ | +690.735 $ | +69,5 % |
| Arete Wealth Advisors, LLC | 327.499 $ | +21.575 $ | +7,1 % | 305.924 $ | -1.168.691 $ | -79,3 % | 1.474.615 $ | -416.385 $ | -22,0 % | 1.891.000 $ | +418.000 $ | +28,4 % |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 436.667 $ | -692.554 $ | -61,3 % | 1.129.221 $ | -730.775 $ | -39,3 % | 1.859.996 $ | |||||
| Sound Income Strategies, LLC | 1.854.249 $ | +407.717 $ | +28,2 % | 1.446.532 $ | +147.839 $ | +11,4 % | 1.298.693 $ | +1.154.838 $ | +802,8 % | 143.855 $ | +38.730 $ | +36,8 % |
| NICOLET BANKSHARES INC | 1.849.257 $ | +141.154 $ | +8,3 % | 1.708.103 $ | ||||||||
| Decker Retirement Planning Inc. | 1.823.028 $ | +360.053 $ | +24,6 % | 1.462.975 $ | +82.671 $ | +6,0 % | 1.380.304 $ | +161.472 $ | +13,2 % | 1.218.832 $ | -58.340 $ | -4,6 % |
| BCGM Wealth Management, LLC | 1.819.933 $ | +940.207 $ | +106,9 % | 879.726 $ | ||||||||
| ATLAS CAPITAL ADVISORS INC. | 1.817.856 $ | +123.271 $ | +7,3 % | 1.694.585 $ | +105.578 $ | +6,6 % | 1.589.007 $ | +232.288 $ | +17,1 % | |||
| TrueMark Investments, LLC | 1.748.438 $ | +172.158 $ | +10,9 % | 1.576.280 $ | -211.944 $ | -11,9 % | 1.788.224 $ | +409.545 $ | +29,7 % | 1.378.679 $ | ||
| Probity Advisors, Inc. | 1.643.520 $ | +10.005 $ | +0,6 % | 1.633.515 $ | -149.969 $ | -8,4 % | 1.783.484 $ | +7.393 $ | +0,4 % | 1.776.091 $ | -130.299 $ | -6,8 % |
| Claro Advisors Inc. | 1.781.294 $ | +361.962 $ | +25,5 % | 1.419.332 $ | ||||||||
| BETO FINANCIAL GROUP, LLC | 1.778.954 $ | +1.016.040 $ | +133,2 % | 762.914 $ | ||||||||
| IFP Advisors, Inc | 1.757.082 $ | +245.546 $ | +16,2 % | 1.511.536 $ | +730.797 $ | +93,6 % | 780.739 $ | +94.431 $ | +13,8 % | 686.308 $ | -902.512 $ | -56,8 % |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.748.438 $ | +172.158 $ | +10,9 % | 1.576.280 $ | +141.244 $ | +9,8 % | 1.435.036 $ | +56.357 $ | +4,1 % | 1.378.679 $ | +78.195 $ | +6,0 % |
| BARCLAYS PLC | 1.511.295 $ | +291.765 $ | +23,9 % | 1.219.530 $ | -158.470 $ | -11,5 % | 1.378.000 $ | -368.696 $ | -21,1 % | 1.746.696 $ | +1.038.696 $ | +146,7 % |
| Blue Line Capital, LLC / IL | 1.729.549 $ | |||||||||||
| Lunt Capital Management, Inc. | 1.724.718 $ | |||||||||||
| CIBC WORLD MARKET INC. | 689.636 $ | -697.990 $ | -50,3 % | 1.387.626 $ | -334.454 $ | -19,4 % | 1.722.080 $ | +634.622 $ | +58,4 % | 1.087.458 $ | +92.340 $ | +9,3 % |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1.720.444 $ | +287.395 $ | +20,1 % | 1.433.049 $ | ||||||||
| Sightline Wealth Advisors, LLC | 1.716.761 $ | +248.726 $ | +16,9 % | 1.468.035 $ | +857.781 $ | +140,6 % | 610.254 $ | |||||
| Valeo Financial Advisors, LLC | 1.686.754 $ | +48.773 $ | +3,0 % | |||||||||
| A4 Wealth Advisors LLC | 1.287.226 $ | -399.345 $ | -23,7 % | 1.686.571 $ | +1.365.181 $ | +424,8 % | 321.390 $ | |||||
| ECLECTIC ASSOCIATES INC /ADV | 1.682.389 $ | +135.506 $ | +8,8 % | 1.546.883 $ | +854.145 $ | +123,3 % | 692.738 $ | |||||
| Endowment Wealth Management, Inc. | 1.678.427 $ | +94.002 $ | +5,9 % | 1.584.425 $ | +236.127 $ | +17,5 % | 1.348.298 $ | -32.065 $ | -2,3 % | 1.380.363 $ | +331.725 $ | +31,6 % |
| Crumly & Associates Inc. | 438.033 $ | -415 $ | -0,1 % | 438.448 $ | -1.233.618 $ | -73,8 % | 1.672.066 $ | |||||
| TopTier Wealth Management, LLC | 1.668.149 $ | +165.457 $ | +11,0 % | 1.502.692 $ | +170.464 $ | +12,8 % | 1.332.228 $ | |||||
| Amundi | 398.892 $ | -1.267.298 $ | -76,1 % | 1.666.190 $ | ||||||||
| SSA SWISS ADVISORS AG | 1.535.409 $ | -114.119 $ | -6,9 % | 1.649.528 $ | +101.060 $ | +6,5 % | 1.548.468 $ | -58.211 $ | -3,6 % | 1.606.679 $ | +101.595 $ | +6,8 % |
| MISSION WEALTH MANAGEMENT, LP | 1.608.883 $ | +566.098 $ | +54,3 % | 1.042.785 $ | +188.144 $ | +22,0 % | 854.641 $ | -10.619 $ | -1,2 % | 865.260 $ | +29.182 $ | +3,5 % |
| WRAPMANAGER INC | 1.601.602 $ | +585.050 $ | +57,6 % | 1.016.552 $ | +85.247 $ | +9,2 % | 931.305 $ | +373.315 $ | +66,9 % | 557.990 $ | +7.810 $ | +1,4 % |
| SYNOVUS FINANCIAL CORP | 1.599.274 $ | +103.479 $ | +6,9 % | |||||||||
| VALICENTI ADVISORY SERVICES INC | 1.596.000 $ | |||||||||||
| PRELUDE CAPITAL MANAGEMENT, LLC | 1.570.002 $ | |||||||||||
| Main Street Financial Solutions, LLC | 1.556.762 $ | +662.012 $ | +74,0 % | 894.750 $ | +237.465 $ | +36,1 % | 657.285 $ | -462.506 $ | -41,3 % | |||
| Wealthspire Retirement, LLC | 228.437 $ | -1.319.781 $ | -85,2 % | 1.548.218 $ | ||||||||
| WIT Partners Advisory Pte. Ltd. | 1.546.083 $ | |||||||||||
| Seros Financial, LLC | 1.535.635 $ | +245.514 $ | +19,0 % | 1.290.121 $ | +320.380 $ | +33,0 % | ||||||
| Sovereign Financial Group, Inc. | 1.520.231 $ | +135.069 $ | +9,8 % | 1.385.162 $ | +343.561 $ | +33,0 % | 1.041.601 $ | -124.218 $ | -10,7 % | 1.165.819 $ | -8.912 $ | -0,8 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.321.019 $ | -195.974 $ | -12,9 % | 1.516.993 $ | +341.320 $ | +29,0 % | 1.175.673 $ | +673.927 $ | +134,3 % | 501.746 $ | +86.591 $ | +20,9 % |
| Net Worth Advisory Group | 1.494.410 $ | +64.209 $ | +4,5 % | 1.430.201 $ | +43.988 $ | +3,2 % | 1.386.213 $ | +73.361 $ | +5,6 % | 1.312.852 $ | +55.276 $ | +4,4 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.490.414 $ | +202.196 $ | +15,7 % | 1.288.218 $ | +168.300 $ | +15,0 % | ||||||
| HARBOUR INVESTMENTS, INC. | 1.443.611 $ | -39.421 $ | -2,7 % | 1.483.032 $ | +902.803 $ | +155,6 % | 580.229 $ | -31.026 $ | -5,1 % | 611.255 $ | +243.876 $ | +66,4 % |
| BlueStem Wealth Partners, LLC | 1.476.492 $ | |||||||||||
| Bank Pictet & Cie (Europe) AG | 963.196 $ | -510.520 $ | -34,6 % | 1.473.716 $ | +1.009.312 $ | +217,3 % | ||||||
| Sequent Planning LLC | 1.440.068 $ | -17.623 $ | -1,2 % | 1.457.691 $ | +27.733 $ | +1,9 % | 1.429.958 $ | +69.692 $ | +5,1 % | 1.360.266 $ | +295.336 $ | +27,7 % |
| Maridea Wealth Management LLC | 1.244.008 $ | -211.765 $ | -14,5 % | 1.455.773 $ | +658.733 $ | +82,6 % | 797.040 $ | +55.012 $ | +7,4 % | 742.028 $ | +219.731 $ | +42,1 % |
| Councilor Wealth, LLC | 1.193.283 $ | +38.521 $ | +3,3 % | 1.154.762 $ | -257.969 $ | -18,3 % | 1.412.731 $ | -37.947 $ | -2,6 % | 1.450.678 $ | -309.997 $ | -17,6 % |
| RiverTree Advisors, LLC | 1.337.234 $ | -101.836 $ | -7,1 % | 1.439.070 $ | +705.489 $ | +96,2 % | 733.581 $ | |||||
| Great Waters Wealth Management | 1.378.584 $ | +1.993 $ | +0,1 % | 1.376.591 $ | -55.797 $ | -3,9 % | 1.432.388 $ | +23.833 $ | +1,7 % | 1.408.555 $ | +71.484 $ | +5,3 % |
| GUIDANCE CAPITAL, INC | 1.313.775 $ | -102.614 $ | -7,2 % | 1.416.389 $ | +75.383 $ | +5,6 % | 1.341.006 $ | -842.214 $ | -38,6 % | |||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 516.189 $ | -104.717 $ | -16,9 % | 620.906 $ | -637.292 $ | -50,7 % | 1.258.198 $ | -117.605 $ | -8,5 % | 1.375.803 $ | +244.542 $ | +21,6 % |
| WEALTH ALLIANCE, LLC | 1.368.422 $ | +275.826 $ | +25,2 % | 1.092.596 $ | ||||||||
| Venture Visionary Partners LLC | 1.362.325 $ | |||||||||||
| Magnolia Private Wealth, LLC | 1.356.986 $ | +762.470 $ | +128,3 % | 594.516 $ | ||||||||
| Tidal Investments LLC | 933.332 $ | -381.295 $ | -29,0 % | 1.314.627 $ | +360.374 $ | +37,8 % | 954.253 $ | -46.584 $ | -4,7 % | 1.000.837 $ | +120.100 $ | +13,6 % |
| Layline Advisors, LLC | 1.298.025 $ | |||||||||||
| PFG Investments, LLC | 1.100.934 $ | -8.786 $ | -0,8 % | 1.109.720 $ | -43.803 $ | -3,8 % | 1.153.523 $ | -107.639 $ | -8,5 % | 1.261.162 $ | +64.151 $ | +5,4 % |
| JFS WEALTH ADVISORS, LLC | 1.260.472 $ | +124.539 $ | +11,0 % | 1.135.933 $ | -38.492 $ | -3,3 % | 1.174.425 $ | +29.061 $ | +2,5 % | 1.145.364 $ | +65.377 $ | +6,1 % |
| ACT Advisors, LLC. | 380.263 $ | -172.291 $ | -31,2 % | 552.554 $ | -504.580 $ | -47,7 % | 1.057.134 $ | -201.355 $ | -16,0 % | 1.258.489 $ | -52.107 $ | -4,0 % |
| Eurizon Asset Management Hungary Ltd. | 1.254.660 $ | +334.260 $ | +36,3 % | 920.400 $ | ||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.251.936 $ | +85.746 $ | +7,4 % | 1.166.190 $ | +931.713 $ | +397,4 % | 234.477 $ | |||||
| Diversify Advisory Services, LLC | 1.251.936 $ | +965.730 $ | +337,4 % | 286.206 $ | +3.588 $ | +1,3 % | 282.618 $ | |||||
| Belpointe Asset Management LLC | 230.308 $ | -1.002.725 $ | -81,3 % | 1.233.033 $ | +749.696 $ | +155,1 % | 483.337 $ | +169.706 $ | +54,1 % | 313.631 $ | -1.189.001 $ | -79,1 % |
| EHRLICH FINANCIAL GROUP | 1.215.725 $ | -2.996 $ | -0,2 % | 1.218.721 $ | +825.465 $ | +209,9 % | 393.256 $ | -10.773 $ | -2,7 % | 404.029 $ | ||
| Apollon Wealth Management, LLC | 994.917 $ | -212.813 $ | -17,6 % | 1.207.730 $ | +283.382 $ | +30,7 % | 924.348 $ | +389.937 $ | +73,0 % | 534.411 $ | +31.255 $ | +6,2 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.197.618 $ | +116.258 $ | +10,8 % | 1.081.360 $ | +300.094 $ | +38,4 % | 781.266 $ | +92.754 $ | +13,5 % | 688.512 $ | +67.995 $ | +11,0 % |
| Envestnet Portfolio Solutions, Inc. | 1.178.540 $ | +336.052 $ | +39,9 % | 842.488 $ | +239.372 $ | +39,7 % | 603.116 $ | +45.994 $ | +8,3 % | 557.122 $ | +99.873 $ | +21,8 % |
| Parallel Advisors, LLC | 1.171.297 $ | +733.275 $ | +167,4 % | 438.022 $ | +5.752 $ | +1,3 % | 432.270 $ | +10.096 $ | +2,4 % | 422.174 $ | +20.611 $ | +5,1 % |
| WFA of San Diego, LLC | 1.154.978 $ | +64.768 $ | +5,9 % | 1.090.210 $ | +19.651 $ | +1,8 % | 1.070.559 $ | +42.192 $ | +4,1 % | 1.028.367 $ | +31.756 $ | +3,2 % |
| PRUDENTIAL PLC | 1.150.181 $ | +773.790 $ | +205,6 % | |||||||||
| StoneX Group Inc. | 1.147.053 $ | +903.318 $ | +370,6 % | 243.735 $ | ||||||||
| NorthCoast Asset Management LLC | 1.143.971 $ | -1.762.175 $ | -60,6 % | |||||||||
| Csenge Advisory Group | 1.142.503 $ | +127.260 $ | +12,5 % | 1.015.243 $ | +49.066 $ | +5,1 % | 966.177 $ | +135.688 $ | +16,3 % | 830.489 $ | +175.726 $ | +26,8 % |
| Goldstein Advisors, LLC | 1.133.127 $ | +36.087 $ | +3,3 % | 1.097.040 $ | +38.985 $ | +3,7 % | 1.058.055 $ | +8.362 $ | +0,8 % | 1.049.693 $ | +89.229 $ | +9,3 % |
| Bramshill Investments, LLC | 1.131.076 $ | |||||||||||
| Mutual Advisors, LLC | 1.125.057 $ | +522.324 $ | +86,7 % | 602.733 $ | -580.008 $ | -49,0 % | ||||||
| Fortress Financial Solutions, LLC | 1.122.454 $ | +417.923 $ | +59,3 % | 704.531 $ | +136.659 $ | +24,1 % | 567.872 $ | +94.669 $ | +20,0 % | |||
| Rather & Kittrell, Inc. | 1.116.900 $ | +45.053 $ | +4,2 % | 1.071.847 $ | +43.184 $ | +4,2 % | 1.028.663 $ | +68.583 $ | +7,1 % | 960.080 $ | +21.206 $ | +2,3 % |
| WealthShield Partners, LLC | 1.089.739 $ | -16.638 $ | -1,5 % | 1.106.377 $ | +8.863 $ | +0,8 % | 1.097.514 $ | +14.453 $ | +1,3 % | |||
| FOCUS Wealth Advisors, LLC | 1.094.403 $ | +27.500 $ | +2,6 % | 1.066.903 $ | -35.451 $ | -3,2 % | 1.102.354 $ | +56.015 $ | +5,4 % | 1.046.339 $ | +100.272 $ | +10,6 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 904.485 $ | +514.768 $ | +132,1 % | 389.717 $ | -680.594 $ | -63,6 % | 1.070.311 $ | -22.262 $ | -2,0 % | 1.092.573 $ | -889.434 $ | -44,9 % |
| Evelyn Partners Investment Management Services Ltd | 1.091.088 $ | |||||||||||
| Cordoba Advisory Partners LLC | 1.091.011 $ | +210.610 $ | +23,9 % | 880.401 $ | -163.549 $ | -15,7 % | 1.043.950 $ | |||||
| Vanguard National Trust Co | 1.090.055 $ | +81.351 $ | +8,1 % | 1.008.704 $ | ||||||||
| MILLENNIUM MANAGEMENT LLC | 1.086.800 $ | +791.594 $ | +268,1 % | 295.206 $ | ||||||||
| J. Safra Sarasin Holding AG | 333.185 $ | +0 $ | +0,0 % | 333.185 $ | -642.335 $ | -65,8 % | 975.520 $ | -106.134 $ | -9,8 % | 1.081.654 $ | ||
| CALTON & ASSOCIATES, INC. | 668.828 $ | -341.747 $ | -33,8 % | 1.010.575 $ | +295.481 $ | +41,3 % | 715.094 $ | -365.398 $ | -33,8 % | 1.080.492 $ | +21.562 $ | +2,0 % |
| Del-Sette Capital Management, LLC | 927.420 $ | -152.758 $ | -14,1 % | 1.080.178 $ | -1.682.072 $ | -60,9 % | ||||||
| OpenArc Corporate Advisory, LLC | 211.280 $ | -128.916 $ | -37,9 % | 340.196 $ | -737.496 $ | -68,4 % | 1.077.692 $ | |||||
| Polymer Capital Management (HK) LTD | 285.150 $ | -788.832 $ | -73,4 % | 1.073.982 $ | ||||||||
| VANGUARD GROUP INC | 1.071.666 $ | +73.824 $ | +7,4 % | 997.842 $ | +75.570 $ | +8,2 % | ||||||
| Orin Green Financial, LLC | 542.736 $ | -257.333 $ | -32,2 % | 800.069 $ | -8.788 $ | -1,1 % | 808.857 $ | -253.670 $ | -23,9 % | 1.062.527 $ | +511.080 $ | +92,7 % |
| B. Riley Wealth Advisors, Inc. | 1.061.546 $ | +206.328 $ | +24,1 % | 855.218 $ | +273.176 $ | +46,9 % | 582.042 $ | -13.522 $ | -2,3 % | 595.564 $ | -1.267.034 $ | -68,0 % |
| Highland Investment Advisors LLC | 1.058.290 $ | |||||||||||
| Wagner Wealth Management, LLC | 1.013.402 $ | -15.120 $ | -1,5 % | 1.028.522 $ | -16.640 $ | -1,6 % | 1.045.162 $ | -11.190 $ | -1,1 % | 1.056.352 $ | -32.721 $ | -3,0 % |
| Strategic Financial Concepts, LLC | 919.003 $ | -124.567 $ | -11,9 % | 1.043.570 $ | +467.530 $ | +81,2 % | 576.040 $ | -3.666 $ | -0,6 % | |||
| City Center Advisors, LLC | 1.037.641 $ | +217.379 $ | +26,5 % | 820.262 $ | +64.861 $ | +8,6 % | 755.401 $ | +172.289 $ | +29,5 % | 583.112 $ | +157.024 $ | +36,9 % |
| NorthRock Partners, LLC | 986.076 $ | -51.563 $ | -5,0 % | 1.037.639 $ | ||||||||
| Apeiron RIA LLC | 1.020.516 $ | +242.406 $ | +31,2 % | 778.110 $ | +262.368 $ | +50,9 % | 515.742 $ | +67.300 $ | +15,0 % | 448.442 $ | ||
| U.S. Capital Wealth Advisors, LLC | 1.018.474 $ | +720.779 $ | +242,1 % | 297.695 $ | +965 $ | +0,3 % | 296.730 $ | +15.552 $ | +5,5 % | |||
| Richmond Investment Services, LLC | 1.016.189 $ | +479.663 $ | +89,4 % | 536.526 $ | +17.568 $ | +3,4 % | 518.958 $ | +1.164 $ | +0,2 % | 517.794 $ | -57.268 $ | -10,0 % |
| Mesirow Financial Investment Management, Inc. | 1.015.391 $ | +66.568 $ | +7,0 % | 948.823 $ | +59.115 $ | +6,6 % | 889.708 $ | +51.366 $ | +6,1 % | 838.342 $ | +50.023 $ | +6,3 % |
| Prime Capital Investment Advisors, LLC | 1.009.650 $ | +246.106 $ | +32,2 % | 763.544 $ | -34.508 $ | -4,3 % | 798.052 $ | -37.626 $ | -4,5 % | 835.678 $ | -20.352 $ | -2,4 % |
| Larson Financial Group LLC | 687.666 $ | +67.863 $ | +10,9 % | 619.803 $ | -127.205 $ | -17,0 % | 747.008 $ | -261.616 $ | -25,9 % | 1.008.624 $ | +393.558 $ | +64,0 % |
| Trailhead Planners LLC | 1.008.485 $ | +55.751 $ | +5,9 % | 952.734 $ | ||||||||
| ProVise Management Group, LLC | 982.971 $ | +45.755 $ | +4,9 % | 937.216 $ | -33.077 $ | -3,4 % | 970.293 $ | -34.676 $ | -3,5 % | 1.004.969 $ | +89.711 $ | +9,8 % |
| Robinswood Financial LLC | 935.366 $ | +19.661 $ | +2,1 % | 915.705 $ | -51.755 $ | -5,3 % | 967.460 $ | -37.469 $ | -3,7 % | 1.004.929 $ | +37.743 $ | +3,9 % |
| Freedom Day Solutions, LLC | 983.364 $ | |||||||||||
| Capital Analysts, LLC | 652.000 $ | +88.000 $ | +15,6 % | 564.000 $ | -414.000 $ | -42,3 % | 978.000 $ | +208.000 $ | +27,0 % | 770.000 $ | +37.000 $ | +5,0 % |
| Accel Wealth Management | 914.804 $ | -53.007 $ | -5,5 % | 967.811 $ | +140.927 $ | +17,0 % | 826.884 $ | |||||
| MOLLER WEALTH PARTNERS | 724.697 $ | -234.175 $ | -24,4 % | 958.872 $ | -7.160 $ | -0,7 % | 966.032 $ | +8.317 $ | +0,9 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 540.607 $ | +21.259 $ | +4,1 % | 519.348 $ | -431.533 $ | -45,4 % | 950.881 $ | +226.866 $ | +31,3 % | 724.015 $ | +25.446 $ | +3,6 % |
| TWO SIGMA SECURITIES, LLC | 875.548 $ | +449.438 $ | +105,5 % | 426.110 $ | -517.028 $ | -54,8 % | 943.138 $ | +559.289 $ | +145,7 % | |||
| DAVENPORT & Co LLC | 739.142 $ | -189.394 $ | -20,4 % | 928.536 $ | +232.659 $ | +33,4 % | 695.877 $ | +137.908 $ | +24,7 % | 557.969 $ | -24.677 $ | -4,2 % |
| Ally Invest Advisors Inc. | 925.725 $ | +75.177 $ | +8,8 % | 850.548 $ | +28.098 $ | +3,4 % | 822.450 $ | +61.320 $ | +8,1 % | 761.130 $ | +114.439 $ | +17,7 % |
| PRIVATE TRUST CO NA | 925.332 $ | +385.285 $ | +71,3 % | 540.047 $ | +113.784 $ | +26,7 % | 426.263 $ | -32.758 $ | -7,1 % | 459.021 $ | +13.005 $ | +2,9 % |
| Valley Financial Group, Inc. | 628.854 $ | -96.670 $ | -13,3 % | 725.524 $ | -9.668 $ | -1,3 % | 735.192 $ | -170.908 $ | -18,9 % | 906.100 $ | -160.144 $ | -15,0 % |
| TD Waterhouse Canada Inc. | 894.983 $ | +165.815 $ | +22,7 % | 729.168 $ | +328.637 $ | +82,1 % | 400.531 $ | +15.310 $ | +4,0 % | 385.221 $ | +6.655 $ | +1,8 % |
| Octavia Wealth Advisors, LLC | 885.744 $ | +70.011 $ | +8,6 % | 815.733 $ | +43.875 $ | +5,7 % | 771.858 $ | +50.312 $ | +7,0 % | 721.546 $ | +76.432 $ | +11,8 % |
| Revisor Wealth Management LLC | 431.427 $ | +42.330 $ | +10,9 % | 389.097 $ | -248.914 $ | -39,0 % | 638.011 $ | -244.415 $ | -27,7 % | 882.426 $ | -170.051 $ | -16,2 % |
| PDS Planning, Inc | 882.344 $ | +90.796 $ | +11,5 % | 791.548 $ | +49.316 $ | +6,6 % | 742.232 $ | +49.486 $ | +7,1 % | 692.746 $ | +42.522 $ | +6,5 % |
| PKS Advisory Services, LLC | 880.288 $ | |||||||||||
| Red Wave Investments LLC | 862.060 $ | +29.864 $ | +3,6 % | 832.196 $ | -30.262 $ | -3,5 % | 862.458 $ | -10.485 $ | -1,2 % | 872.943 $ | +44.486 $ | +5,4 % |
| NATURAL INVESTMENTS, LLC | 868.000 $ | |||||||||||
| FLP Wealth Management, LLC | 863.334 $ | +134.326 $ | +18,4 % | 729.008 $ | +372.440 $ | +104,5 % | 356.568 $ | +3.040 $ | +0,9 % | 353.528 $ | ||
| CWM, LLC | 861.811 $ | +251.811 $ | +41,3 % | 610.000 $ | -54.000 $ | -8,1 % | 664.000 $ | +137.000 $ | +26,0 % | |||
| Blue Trust, Inc. | 852.688 $ | +79.075 $ | +10,2 % | 773.613 $ | +210.342 $ | +37,3 % | 563.271 $ | -49.712 $ | -8,1 % | 612.983 $ | -29.299 $ | -4,6 % |
| Capital Investment Advisors, LLC | 844.738 $ | +14.673 $ | +1,8 % | 830.065 $ | +231.404 $ | +38,7 % | 598.661 $ | +76.954 $ | +14,8 % | 521.707 $ | +281.577 $ | +117,3 % |
| Legacy Wealth Asset Management, LLC | 843.592 $ | +53.196 $ | +6,7 % | 790.396 $ | -3.183 $ | -0,4 % | 793.579 $ | +29.600 $ | +3,9 % | 763.979 $ | +52.402 $ | +7,4 % |
| Bernardo Wealth Planning LLC | 655.306 $ | -146.871 $ | -18,3 % | 802.177 $ | -36.453 $ | -4,3 % | 838.630 $ | +82.408 $ | +10,9 % | 756.222 $ | +31.222 $ | +4,3 % |
| EVOLVE PRIVATE WEALTH, LLC | 834.639 $ | +37.496 $ | +4,7 % | 797.143 $ | ||||||||
| MATHER GROUP, LLC. | 831.321 $ | +62.785 $ | +8,2 % | 768.536 $ | +54.489 $ | +7,6 % | 714.047 $ | +34.891 $ | +5,1 % | 679.156 $ | +53.472 $ | +8,5 % |
| Running Point Capital Advisors, LLC | 656.750 $ | -174.470 $ | -21,0 % | 831.220 $ | +44.370 $ | +5,6 % | ||||||
| TSG Advice Partners, LLC | 789.863 $ | -40.016 $ | -4,8 % | 829.879 $ | ||||||||
| COMMERCE BANK | 539.212 $ | +204.393 $ | +61,0 % | 334.819 $ | -493.690 $ | -59,6 % | 828.509 $ | +353.548 $ | +74,4 % | 474.961 $ | +14.399 $ | +3,1 % |
| CoreCap Advisors, LLC | 821.260 $ | +227.770 $ | +38,4 % | 593.490 $ | -170.878 $ | -22,4 % | 764.368 $ | +124.084 $ | +19,4 % | 640.284 $ | +32.617 $ | +5,4 % |
| KFA Private Wealth Group, LLC | 819.765 $ | +4.832 $ | +0,6 % | 814.933 $ | +602.165 $ | +283,0 % | 212.768 $ | +455 $ | +0,2 % | 212.313 $ | -487.285 $ | -69,7 % |
| J. M. Brown & Associates Inc. | 819.276 $ | |||||||||||
| Affinity Capital Advisors, LLC | 816.347 $ | |||||||||||
| Geneos Wealth Management Inc. | 811.242 $ | +90.186 $ | +12,5 % | 721.056 $ | +49.231 $ | +7,3 % | 671.825 $ | +66.384 $ | +11,0 % | 605.441 $ | -83.852 $ | -12,2 % |
| Insight Advisors, LLC/ PA | 807.826 $ | +97.932 $ | +13,8 % | 709.894 $ | +7.442 $ | +1,1 % | 702.452 $ | +50 $ | +0,0 % | 702.402 $ | -8.286 $ | -1,2 % |
| Sankala Group LLC | 803.861 $ | +294.273 $ | +57,7 % | 509.588 $ | -1.720 $ | -0,3 % | 511.308 $ | |||||
| NWAM LLC | 746.419 $ | -55.751 $ | -7,0 % | 802.170 $ | -1.049 $ | -0,1 % | 803.219 $ | +36.416 $ | +4,7 % | 766.803 $ | -4.202 $ | -0,5 % |
| Veltria Advisors Corp. | 800.480 $ | +9.189 $ | +1,2 % | 791.291 $ | +402.747 $ | +103,7 % | 388.544 $ | +4.326 $ | +1,1 % | 384.218 $ | ||
| Snowden Capital Advisors LLC | 791.030 $ | +60.027 $ | +8,2 % | 731.003 $ | +45.544 $ | +6,6 % | 685.459 $ | -22.998 $ | -3,2 % | 708.457 $ | +87.412 $ | +14,1 % |
| NATIXIS | 790.550 $ | +169.532 $ | +27,3 % | 621.018 $ | ||||||||
| KING LUTHER CAPITAL MANAGEMENT CORP | 790.201 $ | +18.142 $ | +2,3 % | 772.059 $ | -7.055 $ | -0,9 % | 779.114 $ | -3.568 $ | -0,5 % | 782.682 $ | -14.021 $ | -1,8 % |
| CX Institutional | 199.000 $ | -165.000 $ | -45,3 % | 364.000 $ | -297.000 $ | -44,9 % | 661.000 $ | -128.000 $ | -16,2 % | 789.000 $ | -128.000 $ | -14,0 % |
| VALLEY WEALTH MANAGERS, INC. | 776.063 $ | -10.535 $ | -1,3 % | 786.598 $ | +5.305 $ | +0,7 % | 781.293 $ | +43.667 $ | +5,9 % | 737.626 $ | +30.755 $ | +4,4 % |
| UHLMANN PRICE SECURITIES, LLC | 607.055 $ | -93.670 $ | -13,4 % | 700.725 $ | -82.475 $ | -10,5 % | 783.200 $ | +132.315 $ | +20,3 % | |||
| Hardy Reed LLC | 782.572 $ | +59.386 $ | +8,2 % | 723.186 $ | +45.057 $ | +6,6 % | 678.129 $ | +45.212 $ | +7,1 % | 632.917 $ | +38.849 $ | +6,5 % |
| Savvy Advisors, Inc. | 779.380 $ | +301.510 $ | +63,1 % | 477.870 $ | ||||||||
| VERUS CAPITAL PARTNERS, LLC | 608.813 $ | -82.444 $ | -11,9 % | 691.257 $ | -65.161 $ | -8,6 % | 756.418 $ | -12.422 $ | -1,6 % | 768.840 $ | +53.823 $ | +7,5 % |
| RFP Financial Group LLC | 757.680 $ | |||||||||||
| Ducere Wealth Management LLC | 747.207 $ | +6.424 $ | +0,9 % | 740.783 $ | -11.988 $ | -1,6 % | 752.771 $ | |||||
| Keating Financial Advisory Services, Inc. | 749.665 $ | +146.507 $ | +24,3 % | 603.158 $ | +104 $ | +0,0 % | 603.054 $ | |||||
| GREAT VALLEY ADVISOR GROUP, INC. | 730.693 $ | +190.471 $ | +35,3 % | 540.222 $ | +70.681 $ | +15,1 % | 469.541 $ | +230.932 $ | +96,8 % | 238.609 $ | +7.239 $ | +3,1 % |
| Clearstead Advisors, LLC | 468.149 $ | -249.249 $ | -34,7 % | 717.398 $ | +692.121 $ | +2.738,1 % | 25.277 $ | +5.652 $ | +28,8 % | 19.625 $ | +16.116 $ | +459,3 % |
| Advisory Alpha, LLC | 540.913 $ | -2.127 $ | -0,4 % | 543.040 $ | -130.328 $ | -19,4 % | 673.368 $ | -42.728 $ | -6,0 % | 716.096 $ | +70.951 $ | +11,0 % |
| Y-Intercept (Hong Kong) Ltd | 633.603 $ | -80.513 $ | -11,3 % | 714.116 $ | ||||||||
| CULLEN/FROST BANKERS, INC. | 273.688 $ | -37.477 $ | -12,0 % | 311.165 $ | -389.794 $ | -55,6 % | 700.959 $ | -12.321 $ | -1,7 % | 713.280 $ | +261.730 $ | +58,0 % |
| FourThought Financial Partners, LLC | 712.875 $ | +353.919 $ | +98,6 % | 358.956 $ | ||||||||
| Cubist Systematic Strategies, LLC | 711.956 $ | |||||||||||
| Flatrock Wealth Partners LLC | 705.173 $ | +40.147 $ | +6,0 % | 665.026 $ | +41.222 $ | +6,6 % | 623.804 $ | |||||
| Alteri Wealth LLC | 478.926 $ | -139.434 $ | -22,5 % | 618.360 $ | -84.801 $ | -12,1 % | 703.161 $ | +80.911 $ | +13,0 % | |||
| TITLEIST ASSET MANAGEMENT, LLC | 700.881 $ | +434.681 $ | +163,3 % | 266.200 $ | ||||||||
| Paragon Capital Management Ltd | 688.577 $ | +40.339 $ | +6,2 % | 648.238 $ | -22.796 $ | -3,4 % | 671.034 $ | +27.328 $ | +4,2 % | 643.706 $ | +45.657 $ | +7,6 % |
| Robertson Stephens Wealth Management, LLC | 686.760 $ | +15.767 $ | +2,3 % | 670.993 $ | -6.132 $ | -0,9 % | 677.125 $ | +2.920 $ | +0,4 % | 674.205 $ | +20.439 $ | +3,1 % |
| BLAIR WILLIAM & CO/IL | 682.478 $ | +142.579 $ | +26,4 % | 539.899 $ | -1.324 $ | -0,2 % | 541.223 $ | +39.175 $ | +7,8 % | 502.048 $ | +159.518 $ | +46,6 % |
| MMA ASSET MANAGEMENT LLC | 674.413 $ | -128.672 $ | -16,0 % | |||||||||
| Austin Wealth Management, LLC | 668.921 $ | +35.369 $ | +5,6 % | 633.552 $ | +40.347 $ | +6,8 % | 593.205 $ | +37.045 $ | +6,7 % | 556.160 $ | +41.894 $ | +8,1 % |
| SARD WEALTH MANAGEMENT GROUP, LLC | 661.928 $ | +7.671 $ | +1,2 % | 654.257 $ | +28.981 $ | +4,6 % | 625.276 $ | +15.742 $ | +2,6 % | 609.534 $ | +252.884 $ | +70,9 % |
| Prosperity Consulting Group, LLC | 395.675 $ | -68.664 $ | -14,8 % | 464.339 $ | -78.097 $ | -14,4 % | 542.436 $ | -117.893 $ | -17,9 % | 660.329 $ | -156.516 $ | -19,2 % |
| Hyundai Investments Co., Ltd. | 656.696 $ | +309.044 $ | +88,9 % | 347.652 $ | -105.654 $ | -23,3 % | 453.306 $ | |||||
| Tyche Wealth Partners LLC | 387.749 $ | -253.639 $ | -39,5 % | 641.388 $ | -5.589 $ | -0,9 % | 646.977 $ | +3.068 $ | +0,5 % | 643.909 $ | -28.065 $ | -4,2 % |
| Capital Investment Advisory Services, LLC | 641.966 $ | +25.395 $ | +4,1 % | 616.571 $ | +123.975 $ | +25,2 % | 492.596 $ | -21.685 $ | -4,2 % | 514.281 $ | -188.402 $ | -26,8 % |
| PACIFIC FINANCIAL GROUP INC | 638.363 $ | +254.497 $ | +66,3 % | 383.866 $ | +13.212 $ | +3,6 % | 370.654 $ | |||||
| Marex Group Ltd | 636.626 $ | +313.888 $ | +97,3 % | 322.738 $ | -41.938 $ | -11,5 % | 364.676 $ | -49.161 $ | -11,9 % | 413.837 $ | ||
| J.W. COLE ADVISORS, INC. | 630.552 $ | +106.197 $ | +20,3 % | 524.355 $ | +9.166 $ | +1,8 % | 515.189 $ | +12.751 $ | +2,5 % | 502.438 $ | +15.232 $ | +3,1 % |
| Ground Swell Capital, LLC | 629.932 $ | |||||||||||
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 623.152 $ | +21.587 $ | +3,6 % | 601.565 $ | +226.609 $ | +60,4 % | 374.956 $ | +73.206 $ | +24,3 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 620.578 $ | +38.011 $ | +6,5 % | 582.567 $ | +74.823 $ | +14,7 % | 507.744 $ | +41.970 $ | +9,0 % | 465.774 $ | +228.628 $ | +96,4 % |
| PFW Advisors LLC | 459.769 $ | +10.556 $ | +2,3 % | 449.213 $ | +9.345 $ | +2,1 % | 439.868 $ | -179.406 $ | -29,0 % | 619.274 $ | +194.580 $ | +45,8 % |
| Accurate Wealth Management, LLC | 519.009 $ | +147 $ | +0,0 % | 518.862 $ | -371 $ | -0,1 % | 519.233 $ | -99.726 $ | -16,1 % | 618.959 $ | +69.631 $ | +12,7 % |
| Wedmont Private Capital | 613.412 $ | +5.494 $ | +0,9 % | 607.918 $ | ||||||||
| Community Bank & Trust, Waco, Texas | 613.000 $ | +106.000 $ | +20,9 % | 507.000 $ | +234.000 $ | +85,7 % | 273.000 $ | |||||
| SGL Investment Advisors, Inc. | 604.349 $ | +84.336 $ | +16,2 % | 520.013 $ | +90.009 $ | +20,9 % | 430.004 $ | +76.445 $ | +21,6 % | 353.559 $ | +99.259 $ | +39,0 % |
| Formidable Asset Management, LLC | 345.472 $ | -148.580 $ | -30,1 % | 494.052 $ | -107.850 $ | -17,9 % | 601.902 $ | +27.625 $ | +4,8 % | 574.277 $ | -104.774 $ | -15,4 % |
| Crews Bank & Trust | 536.609 $ | -49.726 $ | -8,5 % | 586.335 $ | -5.358 $ | -0,9 % | 591.693 $ | -8.878 $ | -1,5 % | 600.571 $ | +18.207 $ | +3,1 % |
| SAX WEALTH ADVISORS, LLC | 600.375 $ | |||||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 599.090 $ | |||||||||||
| HARBOUR INVESTMENT MANAGEMENT LLC | 596.573 $ | +45.272 $ | +8,2 % | 551.301 $ | +34.348 $ | +6,6 % | 516.953 $ | +34.466 $ | +7,1 % | 482.487 $ | +29.615 $ | +6,5 % |
| FF Advisors,LLC | 591.340 $ | +4.777 $ | +0,8 % | 586.563 $ | ||||||||
| NOVEM GROUP | 582.332 $ | |||||||||||
| Intesa Sanpaolo Wealth Management | 576.573 $ | +111.311 $ | +23,9 % | 465.262 $ | -60.458 $ | -11,5 % | 525.720 $ | |||||
| First Growth Capital LLC | 575.433 $ | +108.879 $ | +23,3 % | 466.554 $ | -75.004 $ | -13,8 % | 541.558 $ | |||||
| Belvedere Trading LLC | 571.098 $ | -4.286 $ | -0,7 % | 575.384 $ | ||||||||
| FIRETHORN WEALTH PARTNERS, LLC | 450.998 $ | -122.377 $ | -21,3 % | 573.375 $ | +266.694 $ | +87,0 % | 306.681 $ | |||||
| Global Endowment Management, LP | 570.000 $ | +110.000 $ | +23,9 % | 460.000 $ | -60.000 $ | -11,5 % | 520.000 $ | +195.445 $ | +60,2 % | 324.555 $ | ||
| RPg Family Wealth Advisory, LLC | 563.332 $ | +287.055 $ | +103,9 % | 276.277 $ | -12.645 $ | -4,4 % | 288.922 $ | -29.131 $ | -9,2 % | 318.053 $ | +6.190 $ | +2,0 % |
| Redwood Financial Network Corp | 558.497 $ | +83.992 $ | +17,7 % | 474.505 $ | +184.331 $ | +63,5 % | 290.174 $ | +57.428 $ | +24,7 % | 232.746 $ | ||
| Markowski Investments | 556.030 $ | |||||||||||
| WBH ADVISORY INC | 528.801 $ | +315 $ | +0,1 % | 528.486 $ | -25.728 $ | -4,6 % | 554.214 $ | +984 $ | +0,2 % | 553.230 $ | +28.526 $ | +5,4 % |
| Ackerman Capital Advisors, LLC | 443.587 $ | +1.452 $ | +0,3 % | 442.135 $ | -11.554 $ | -2,5 % | 453.689 $ | -92.690 $ | -17,0 % | 546.379 $ | +16.564 $ | +3,1 % |
| Birchwood Financial Partners, Inc. | 546.116 $ | +45.958 $ | +9,2 % | 500.158 $ | +34.517 $ | +7,4 % | 465.641 $ | |||||
| Blue Fin Capital, Inc. | 543.017 $ | +16.559 $ | +3,1 % | 526.458 $ | -19.317 $ | -3,5 % | 545.775 $ | +264 $ | +0,0 % | 545.511 $ | +27.651 $ | +5,3 % |
| Crabel Capital Management, LLC | 540.990 $ | +179.701 $ | +49,7 % | 361.289 $ | -17.261 $ | -4,6 % | 378.550 $ | -50.950 $ | -11,9 % | |||
| VISTA INVESTMENT PARTNERS II, LLC | 535.325 $ | |||||||||||
| McNaughton Wealth Management, LLC | 469.938 $ | +541 $ | +0,1 % | 469.397 $ | +7.543 $ | +1,6 % | 461.854 $ | -58.602 $ | -11,3 % | 520.456 $ | +5.826 $ | +1,1 % |
| FIRST TRUST ADVISORS LP | 518.927 $ | +220.440 $ | +73,9 % | 298.487 $ | -202.797 $ | -40,5 % | 501.284 $ | +1.610 $ | +0,3 % | 499.674 $ | +113.752 $ | +29,5 % |
| Balefire, LLC | 517.840 $ | |||||||||||
| Pinnacle Wealth Planning Services, Inc. | 515.201 $ | +56.159 $ | +12,2 % | 459.042 $ | +62.448 $ | +15,7 % | 396.594 $ | |||||
| MRP Capital Investments, LLC | 514.171 $ | +11.805 $ | +2,3 % | 502.366 $ | -4.591 $ | -0,9 % | 506.957 $ | +28.684 $ | +6,0 % | 478.273 $ | +0 $ | +0,0 % |
| WOLVERINE TRADING, LLC | 509.483 $ | |||||||||||
| XTX Topco Ltd | 507.510 $ | +291.238 $ | +134,7 % | 216.272 $ | -68.775 $ | -24,1 % | ||||||
| Pictet North America Advisors SA | 388.659 $ | +137.298 $ | +54,6 % | 251.361 $ | -188.663 $ | -42,9 % | 440.024 $ | -59.319 $ | -11,9 % | 499.343 $ | +124.899 $ | +33,4 % |
| Engineers Gate Manager LP | 481.634 $ | |||||||||||
| Essex Financial Services, Inc. | 481.594 $ | +36.588 $ | +8,2 % | 445.006 $ | +27.756 $ | +6,7 % | 417.250 $ | +27.866 $ | +7,2 % | 389.384 $ | +23.927 $ | +6,5 % |
| DEUTSCHE BANK AG\ | 478.824 $ | |||||||||||
| Integrated Wealth Management | 477.930 $ | |||||||||||
| Advisory Resource Group | 428.726 $ | +14.604 $ | +3,5 % | 414.122 $ | +618 $ | +0,1 % | 413.504 $ | -58.271 $ | -12,4 % | 471.775 $ | -5.429 $ | -1,1 % |
| Onyx Bridge Wealth Group LLC | 468.009 $ | +16.272 $ | +3,6 % | 451.737 $ | +19.679 $ | +4,6 % | 432.058 $ | +7.102 $ | +1,7 % | 424.956 $ | +29.530 $ | +7,5 % |
| STEPHENS INC /AR/ | 437.401 $ | -27.953 $ | -6,0 % | 465.354 $ | ||||||||
| Empirical Asset Management, LLC | 285.185 $ | -21.825 $ | -7,1 % | 307.010 $ | -156.626 $ | -33,8 % | 463.636 $ | +75.130 $ | +19,3 % | |||
| Auour Investments LLC | 455.702 $ | +71.908 $ | +18,7 % | 383.794 $ | +42.580 $ | +12,5 % | 341.214 $ | +122.918 $ | +56,3 % | 218.296 $ | ||
| Sage Advisory Services, Ltd.Co. | 450.000 $ | |||||||||||
| Kingsview Wealth Management, LLC | 212.011 $ | -196.853 $ | -48,1 % | 408.864 $ | -8.709 $ | -2,1 % | 417.573 $ | -32.162 $ | -7,2 % | 449.735 $ | +740 $ | +0,2 % |
| Wiser Advisor Group LLC | 359.145 $ | -24.276 $ | -6,3 % | 383.421 $ | -3.504 $ | -0,9 % | 386.925 $ | -62.683 $ | -13,9 % | 449.608 $ | ||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 449.075 $ | +3.392 $ | +0,8 % | 445.683 $ | -255 $ | -0,1 % | 445.938 $ | |||||
| HIGHLINE WEALTH PARTNERS LLC | 6.034 $ | -441.428 $ | -98,7 % | 447.462 $ | +447.385 $ | +581.019,5 % | 77 $ | +1 $ | +1,3 % | 76 $ | -64 $ | -45,7 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 409.943 $ | -429 $ | -0,1 % | 410.372 $ | -26.619 $ | -6,1 % | 436.991 $ | +76.400 $ | +21,2 % | 360.591 $ | +40.861 $ | +12,8 % |
| GeoWealth Management, LLC | 436.785 $ | +220.106 $ | +101,6 % | 216.679 $ | ||||||||
| Cresset Asset Management, LLC | 435.762 $ | +33.068 $ | +8,2 % | 402.694 $ | +25.089 $ | +6,6 % | 377.605 $ | +25.176 $ | +7,1 % | 352.429 $ | +21.632 $ | +6,5 % |
| WESBANCO BANK INC | 418.000 $ | -15.200 $ | -3,5 % | 433.200 $ | ||||||||
| Gateway Wealth Partners, LLC | 318.226 $ | -114.053 $ | -26,4 % | 432.279 $ | ||||||||
| PEAPACK GLADSTONE FINANCIAL CORP | 431.000 $ | |||||||||||
| Root Financial Partners, LLC | 384.100 $ | -45.894 $ | -10,7 % | 429.994 $ | +25.852 $ | +6,4 % | 404.142 $ | +70.252 $ | +21,0 % | 333.890 $ | ||
| BROWN WEALTH MANAGEMENT, LLC | 428.856 $ | +493 $ | +0,1 % | 428.363 $ | +6.715 $ | +1,6 % | 421.648 $ | +4.975 $ | +1,2 % | 416.673 $ | +3.836 $ | +0,9 % |
| COURIER CAPITAL LLC | 423.713 $ | +9.728 $ | +2,3 % | 413.985 $ | -4.038 $ | -1,0 % | 418.023 $ | +1.803 $ | +0,4 % | 416.220 $ | -58.336 $ | -12,3 % |
| Vectors Research Management, LLC | 423.713 $ | +9.728 $ | +2,3 % | 413.985 $ | -4.038 $ | -1,0 % | 418.023 $ | +1.803 $ | +0,4 % | 416.220 $ | -58.336 $ | -12,3 % |
| Keystone Wealth Services, LLC | 422.404 $ | |||||||||||
| ACCREDITED INVESTOR SERVICES, LLC | 416.542 $ | +479 $ | +0,1 % | 416.063 $ | -4.263 $ | -1,0 % | 420.326 $ | +3.552 $ | +0,9 % | 416.774 $ | +4.666 $ | +1,1 % |
| Ridgewood Investments LLC | 340.622 $ | -36.543 $ | -9,7 % | 377.165 $ | -39.944 $ | -9,6 % | 417.109 $ | -124.750 $ | -23,0 % | |||
| Caldwell Trust Co | 414.785 $ | +79 $ | +0,0 % | 414.706 $ | ||||||||
| Copia Wealth Management | 327.751 $ | -24.857 $ | -7,0 % | 352.608 $ | -21.858 $ | -5,8 % | 374.466 $ | -40.198 $ | -9,7 % | 414.664 $ | +2.922 $ | +0,7 % |
| Friedenthal Financial | 379.554 $ | +6.220 $ | +1,7 % | 373.334 $ | -11.893 $ | -3,1 % | 385.227 $ | -29.385 $ | -7,1 % | 414.612 $ | +1.836 $ | +0,4 % |
| Integrity Financial Corp /WA | 407.819 $ | |||||||||||
| Melone Private Wealth, LLC | 407.232 $ | +60.117 $ | +17,3 % | 347.115 $ | +120.143 $ | +52,9 % | 226.972 $ | |||||
| Town Capital LLC | 404.615 $ | |||||||||||
| Aptus Capital Advisors, LLC | 399.523 $ | +28.334 $ | +7,6 % | 371.189 $ | -18.208 $ | -4,7 % | 389.397 $ | +58.387 $ | +17,6 % | 331.010 $ | +16.698 $ | +5,3 % |
| Coastal Bridge Advisors, LLC | 399.205 $ | +9.165 $ | +2,3 % | 390.040 $ | ||||||||
| WBI INVESTMENTS, LLC | 392.857 $ | |||||||||||
| MILLINGTON SECURITIES, LLC | 392.857 $ | |||||||||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 391.843 $ | +34.090 $ | +9,5 % | 357.753 $ | ||||||||
| Thomasville National Bank | 390.432 $ | +5.478 $ | +1,4 % | 384.954 $ | +1.660 $ | +0,4 % | 383.294 $ | +11.620 $ | +3,1 % | |||
| Virtu Financial LLC | 382.000 $ | |||||||||||
| Dorsey & Whitney Trust CO LLC | 379.248 $ | -1.081.953 $ | -74,0 % | |||||||||
| Mascoma Wealth Management LLC | 378.207 $ | +72.401 $ | +23,7 % | 305.806 $ | -18.870 $ | -5,8 % | 324.676 $ | +43.380 $ | +15,4 % | 281.296 $ | +9.028 $ | +3,3 % |
| SUMMIT WEALTH GROUP LLC / CO | 377.208 $ | |||||||||||
| First Citizens Financial Corp | 374.768 $ | +98.755 $ | +35,8 % | 276.013 $ | +31.474 $ | +12,9 % | 244.539 $ | +4.819 $ | +2,0 % | 239.720 $ | +11.297 $ | +4,9 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 368.962 $ | +222.995 $ | +152,8 % | 145.967 $ | -2.908 $ | -2,0 % | 148.875 $ | -36 $ | -0,0 % | 148.911 $ | +128.065 $ | +614,3 % |
| ROCKLAND TRUST CO | 368.375 $ | +12.511 $ | +3,5 % | 355.864 $ | -4.320 $ | -1,2 % | 360.184 $ | +2.698 $ | +0,8 % | 357.486 $ | +18.736 $ | +5,5 % |
| CURTIS WEALTH MANAGEMENT LLC | 368.135 $ | +158.741 $ | +75,8 % | 209.394 $ | ||||||||
| Wealth Enhancement Trust Services, Inc. | 366.332 $ | +17.325 $ | +5,0 % | 349.007 $ | +20.461 $ | +6,2 % | 328.546 $ | |||||
| Clearstead Trust, LLC | 359.198 $ | +6.874 $ | +2,0 % | 352.324 $ | -12.962 $ | -3,5 % | 365.286 $ | +393 $ | +0,1 % | 364.893 $ | -13.537 $ | -3,6 % |
| Sanchez Gaunt Capital Management, LLC | 364.120 $ | |||||||||||
| Integrity Advisory Solutions, LLC | 363.280 $ | +8.492 $ | +2,4 % | 354.788 $ | -3.242 $ | -0,9 % | 358.030 $ | +1.543 $ | +0,4 % | 356.487 $ | ||
| Regal Investment Advisors LLC | 360.929 $ | +83.999 $ | +30,3 % | 276.930 $ | ||||||||
| Mach-1 Financial Group, LLC | 356.487 $ | |||||||||||
| Summit Financial, LLC | 355.878 $ | |||||||||||
| HighPoint Advisor Group LLC | 355.281 $ | +130.712 $ | +58,2 % | 224.569 $ | ||||||||
| Modera Wealth Management, LLC | 354.752 $ | +22.517 $ | +6,8 % | 332.235 $ | +20.699 $ | +6,6 % | 311.536 $ | +20.771 $ | +7,1 % | 290.765 $ | +17.847 $ | +6,5 % |
| OPTIMUM INVESTMENT ADVISORS | 354.060 $ | +242.329 $ | +216,9 % | |||||||||
| HUB Investment Partners, LLC | 350.479 $ | +11.655 $ | +3,4 % | 338.824 $ | +14.366 $ | +4,4 % | 324.458 $ | +26.536 $ | +8,9 % | 297.922 $ | +73.705 $ | +32,9 % |
| American Institute for Advanced Investment Management, LLP | 347.390 $ | +7.975 $ | +2,3 % | 339.415 $ | +6.754 $ | +2,0 % | 332.661 $ | +16.443 $ | +5,2 % | 316.218 $ | +46.530 $ | +17,3 % |
| PRUDENT INVESTORS NETWORK, INC. | 338.786 $ | +6.483 $ | +2,0 % | 332.303 $ | -12.225 $ | -3,5 % | 344.528 $ | +371 $ | +0,1 % | 344.157 $ | +2.222 $ | +0,6 % |
| TOWNSQUARE CAPITAL LLC | 342.633 $ | -18.809 $ | -5,2 % | |||||||||
| Unify Financial Advisors | 339.629 $ | +7.798 $ | +2,3 % | 331.831 $ | -3.033 $ | -0,9 % | 334.864 $ | |||||
| American Trust | 332.083 $ | -1.480 $ | -0,4 % | 333.563 $ | -2.577 $ | -0,8 % | 336.140 $ | +33.816 $ | +11,2 % | |||
| SYCOMORE ASSET MANAGEMENT | 333.000 $ | +100.000 $ | +42,9 % | 233.000 $ | +0 $ | +0,0 % | 233.000 $ | +0 $ | +0,0 % | 233.000 $ | +0 $ | +0,0 % |
| Emergent Wealth Advisors, LLC | 331.068 $ | +35.341 $ | +12,0 % | 295.727 $ | +3.089 $ | +1,1 % | ||||||
| EverSource Wealth Advisors, LLC | 81.306 $ | -248.417 $ | -75,3 % | 329.723 $ | +268.113 $ | +435,2 % | 61.610 $ | -6.345 $ | -9,3 % | 67.955 $ | +17.868 $ | +35,7 % |
| Ballast Rock Private Wealth LLC | 329.351 $ | +7.562 $ | +2,3 % | 321.789 $ | ||||||||
| Value Investment Professionals, LLC | 328.873 $ | |||||||||||
| FIRST UNITED BANK & TRUST | 147.847 $ | -58.077 $ | -28,2 % | 205.924 $ | -81.308 $ | -28,3 % | 287.232 $ | -40.900 $ | -12,5 % | 328.132 $ | -76.254 $ | -18,9 % |
| CWA Asset Management Group, LLC | 274.693 $ | +52 $ | +0,0 % | 274.641 $ | -50.127 $ | -15,4 % | 324.768 $ | +31 $ | +0,0 % | 324.737 $ | +75.029 $ | +30,0 % |
| INVESTED ADVISORS | 235.271 $ | +5.402 $ | +2,4 % | 229.869 $ | -93.756 $ | -29,0 % | 323.625 $ | |||||
| EVOKE WEALTH, LLC | 323.458 $ | +13.222 $ | +4,3 % | 310.236 $ | +4.688 $ | +1,5 % | 305.548 $ | +24.400 $ | +8,7 % | |||
| McKinley Carter Wealth Services, Inc. | 323.135 $ | +24.522 $ | +8,2 % | 298.613 $ | +3.791 $ | +1,3 % | 294.822 $ | +19.656 $ | +7,1 % | 275.166 $ | +16.890 $ | +6,5 % |
| Facet Wealth, Inc. | 319.579 $ | +1.534 $ | +0,5 % | 318.045 $ | +33.963 $ | +12,0 % | 284.082 $ | +80.492 $ | +39,5 % | 203.590 $ | ||
| DUNCKER STREETT & CO INC | 295.739 $ | +10.245 $ | +3,6 % | 285.494 $ | -33.991 $ | -10,6 % | 319.485 $ | +1.475 $ | +0,5 % | 318.010 $ | +16.667 $ | +5,5 % |
| Nuveen, LLC | 317.944 $ | |||||||||||
| Centerpoint Advisory Group | 316.920 $ | |||||||||||
| Freestone Capital Holdings, LLC | 316.542 $ | +19.620 $ | +6,6 % | 296.922 $ | +13.993 $ | +4,9 % | 282.929 $ | +4.055 $ | +1,5 % | 278.874 $ | +29.653 $ | +11,9 % |
| Fortis Capital Advisors, LLC | 230.308 $ | -1.583 $ | -0,7 % | 231.891 $ | -8.891 $ | -3,7 % | 240.782 $ | -72.849 $ | -23,2 % | 313.631 $ | -1.189.001 $ | -79,1 % |
| Navigate Wealth Management, LLC | 308.260 $ | -4.557 $ | -1,5 % | 312.817 $ | ||||||||
| Daviman Financial, LLC | 312.393 $ | |||||||||||
| Englebert Financial Advisers, LLC | 311.210 $ | |||||||||||
| CAP Partners, LLC | 309.380 $ | +9.830 $ | +3,3 % | 299.550 $ | -94 $ | -0,0 % | 299.644 $ | +3.860 $ | +1,3 % | 295.784 $ | -242.173 $ | -45,0 % |
| Darden Wealth Group Inc | 307.496 $ | +23.423 $ | +8,2 % | 284.073 $ | ||||||||
| IMG Wealth Management, Inc. | 304.678 $ | +186.285 $ | +157,3 % | 118.393 $ | +56.800 $ | +92,2 % | 61.593 $ | +266 $ | +0,4 % | 61.327 $ | +3.785 $ | +6,6 % |
| KWMG, LLC | 283.134 $ | -17.559 $ | -5,8 % | 300.693 $ | -3.235 $ | -1,1 % | 303.928 $ | +16.273 $ | +5,7 % | 287.655 $ | -262.087 $ | -47,7 % |
| Leo Wealth, LLC | 282.240 $ | -19.972 $ | -6,6 % | 302.212 $ | ||||||||
| Tempus Wealth Planning, LLC | 301.338 $ | +5.080 $ | +1,7 % | 296.258 $ | -4.702 $ | -1,6 % | 300.960 $ | +213 $ | +0,1 % | 300.747 $ | +7.438 $ | +2,5 % |
| FLYWHEEL PRIVATE WEALTH LLC | 297.081 $ | +6.759 $ | +2,3 % | 290.322 $ | -11.012 $ | -3,7 % | 301.334 $ | +1.219 $ | +0,4 % | 300.115 $ | +15.607 $ | +5,5 % |
| Rede Wealth, LLC | 300.586 $ | +30.070 $ | +11,1 % | |||||||||
| SYKON CAPITAL LLC | 297.981 $ | +55.608 $ | +22,9 % | 242.373 $ | +3.045 $ | +1,3 % | ||||||
| HARMONY ASSET MANAGEMENT LLC | 297.528 $ | +27.513 $ | +10,2 % | 270.015 $ | +38.115 $ | +16,4 % | 231.900 $ | +17.163 $ | +8,0 % | 214.737 $ | -15.880 $ | -6,9 % |
| Eschler Asset Management LLP | 297.292 $ | -1.506.382 $ | -83,5 % | |||||||||
| Asset Dedication, LLC | 295.586 $ | +11.403 $ | +4,0 % | 284.183 $ | -1.448 $ | -0,5 % | 285.631 $ | -7.017 $ | -2,4 % | 292.648 $ | +107.567 $ | +58,1 % |
| COUNTRY CLUB BANK | 295.015 $ | +63.040 $ | +27,2 % | |||||||||
| Triumph Capital Management | 294.861 $ | +115.786 $ | +64,7 % | 179.075 $ | +88.216 $ | +97,1 % | 90.859 $ | |||||
| Bank Julius Baer & Co. Ltd, Zurich | 131.669 $ | +22.912 $ | +21,1 % | 108.757 $ | -185.966 $ | -63,1 % | 294.723 $ | +159.257 $ | +117,6 % | 135.466 $ | +30.555 $ | +29,1 % |
| First International Bank & Trust | 292.839 $ | +1.891 $ | +0,6 % | |||||||||
| Whitcomb & Hess, Inc. | 212.304 $ | -79.436 $ | -27,2 % | 291.740 $ | ||||||||
| MARQUETTE ASSOCIATES, INC. | 291.445 $ | |||||||||||
| Anson Capital, Inc. | 291.373 $ | |||||||||||
| Advyzon Investment Management, LLC | 228.321 $ | +3.340 $ | +1,5 % | 224.981 $ | -65.421 $ | -22,5 % | 290.402 $ | -3.345 $ | -1,1 % | |||
| Alaska Wealth Advisors, LLC | 287.955 $ | +6.611 $ | +2,3 % | 281.344 $ | +63.265 $ | +29,0 % | ||||||
| SENTINEL PENSION ADVISORS, LLC | 286.821 $ | +20.851 $ | +7,8 % | 265.970 $ | +16.571 $ | +6,6 % | 249.399 $ | +16.628 $ | +7,1 % | 232.771 $ | +14.288 $ | +6,5 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 286.297 $ | +21.725 $ | +8,2 % | 264.572 $ | ||||||||
| Factor Wealth Management LTD | 285.172 $ | +8.702 $ | +3,1 % | 276.470 $ | +10.158 $ | +3,8 % | ||||||
| NewEdge Wealth, LLC | 284.004 $ | +45.586 $ | +19,1 % | 238.418 $ | +4.918 $ | +2,1 % | 233.500 $ | +9.490 $ | +4,2 % | 224.010 $ | +478 $ | +0,2 % |
| Hobbs Group Advisors, LLC | 279.505 $ | -1.286 $ | -0,5 % | 280.791 $ | -3.003 $ | -1,1 % | 283.794 $ | +589 $ | +0,2 % | 283.205 $ | +1.996 $ | +0,7 % |
| Oakworth Capital, Inc. | 282.493 $ | |||||||||||
| Tandem Financial, LLC | 281.464 $ | +6.462 $ | +2,3 % | 275.002 $ | -1.317 $ | -0,5 % | 276.319 $ | |||||
| Claris Financial LLC | 281.108 $ | -2.943.456 $ | -91,3 % | |||||||||
| Addison Advisors LLC | 162.929 $ | -1.489 $ | -0,9 % | 164.418 $ | -115.733 $ | -41,3 % | 280.151 $ | +30.278 $ | +12,1 % | |||
| SeaCrest Wealth Management, LLC | 262.982 $ | +10.902 $ | +4,3 % | 252.080 $ | -22.513 $ | -8,2 % | 274.593 $ | -5.109 $ | -1,8 % | 279.702 $ | -3.533.962 $ | -92,7 % |
| CUTLER INVESTMENT COUNSEL LLC | 279.490 $ | +21.209 $ | +8,2 % | 258.281 $ | +16.092 $ | +6,6 % | 242.189 $ | +16.147 $ | +7,1 % | 226.042 $ | +13.875 $ | +6,5 % |
| FIFTH THIRD SECURITIES, INC. | 279.431 $ | +322 $ | +0,1 % | 279.109 $ | +4.485 $ | +1,6 % | 274.624 $ | +3.240 $ | +1,2 % | 271.384 $ | +3.038 $ | +1,1 % |
| FIRST NATIONAL CORP /MA/ /ADV | 278.425 $ | +2.540 $ | +0,9 % | |||||||||
| CreativeOne Wealth, LLC | 271.500 $ | -1.297 $ | -0,5 % | 272.797 $ | -2.703 $ | -1,0 % | 275.500 $ | -2.100 $ | -0,8 % | 277.600 $ | ||
| Risk Paradigm Group, LLC | 269.153 $ | +4.956 $ | +1,9 % | 264.197 $ | -12.206 $ | -4,4 % | 276.403 $ | |||||
| Security Financial Services, INC. | 229.038 $ | +16.612 $ | +7,8 % | 212.426 $ | -54.408 $ | -20,4 % | 266.834 $ | -3.192 $ | -1,2 % | 270.026 $ | -332.654 $ | -55,2 % |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 270.000 $ | +20.000 $ | +8,0 % | 250.000 $ | +16.000 $ | +6,8 % | 234.000 $ | +16.000 $ | +7,3 % | 218.000 $ | +13.000 $ | +6,3 % |
| Whalen Wealth Management Inc. | 259.597 $ | +50 $ | +0,0 % | 259.547 $ | -9.227 $ | -3,4 % | 268.774 $ | +26 $ | +0,0 % | 268.748 $ | +254 $ | +0,1 % |
| McNamara Financial Services, Inc. | 268.371 $ | +17.500 $ | +7,0 % | 250.871 $ | +15.630 $ | +6,6 % | 235.241 $ | +2.898 $ | +1,2 % | 232.343 $ | +5.591 $ | +2,5 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 267.520 $ | +9.739 $ | +3,8 % | 257.781 $ | +15.803 $ | +6,5 % | ||||||
| Tidemark, LLC | 259.497 $ | -7.980 $ | -3,0 % | 267.477 $ | +13.422 $ | +5,3 % | 254.055 $ | +64.889 $ | +34,3 % | 189.166 $ | +35.085 $ | +22,8 % |
| Worth Asset Management, LLC | 260.601 $ | +11.703 $ | +4,7 % | 248.898 $ | -16.762 $ | -6,3 % | 265.660 $ | +3.684 $ | +1,4 % | 261.976 $ | ||
| FIRST NATIONAL BANK OF OMAHA | 241.643 $ | +26.272 $ | +12,2 % | 215.371 $ | -49.889 $ | -18,8 % | 265.260 $ | |||||
| VANGUARD ADVISERS INC | 265.192 $ | +22.363 $ | +9,2 % | 242.829 $ | ||||||||
| Parcion Private Wealth LLC | 237.434 $ | -27.548 $ | -10,4 % | 264.982 $ | +42.984 $ | +19,4 % | 221.998 $ | +958 $ | +0,4 % | 221.040 $ | -1.483.511 $ | -87,0 % |
| Meridian Wealth Management, LLC | 264.600 $ | +6.075 $ | +2,3 % | 258.525 $ | -2.363 $ | -0,9 % | 260.888 $ | +1.125 $ | +0,4 % | 259.763 $ | ||
| Consolidated Portfolio Review Corp | 264.133 $ | +8.167 $ | +3,2 % | |||||||||
| Kovack Advisors, Inc. | 263.900 $ | -25 $ | -0,0 % | 263.925 $ | -200 $ | -0,1 % | 264.125 $ | +25 $ | +0,0 % | 264.100 $ | +250 $ | +0,1 % |
| Park State Asset Management | 262.460 $ | |||||||||||
| 71 West Capital Partners | 261.185 $ | +19.820 $ | +8,2 % | 241.365 $ | +15.038 $ | +6,6 % | 226.327 $ | |||||
| MONEY CONCEPTS CAPITAL CORP | 260.471 $ | |||||||||||
| GHP Investment Advisors, Inc. | 216.020 $ | +1.592 $ | +0,7 % | 214.428 $ | -45.521 $ | -17,5 % | 259.949 $ | +4.648 $ | +1,8 % | 255.301 $ | +3.605 $ | +1,4 % |
| Capstone Financial Advisors, Inc. | 250.922 $ | +8.052 $ | +3,3 % | 242.870 $ | +2 $ | +0,0 % | 242.868 $ | -16.502 $ | -6,4 % | 259.370 $ | ||
| BRIGHTON JONES LLC | 259.282 $ | +2.557 $ | +1,0 % | 256.725 $ | +19.843 $ | +8,4 % | 236.882 $ | +19.244 $ | +8,8 % | |||
| Andrew Hill Investment Advisors, Inc. | 258.720 $ | |||||||||||
| Tennessee Valley Asset Management Partners | 234.346 $ | +7.051 $ | +3,1 % | 227.295 $ | +1.121 $ | +0,5 % | 226.174 $ | -31.915 $ | -12,4 % | 258.089 $ | ||
| Lifeworks Advisors, LLC | 230.896 $ | -22.183 $ | -8,8 % | 253.079 $ | ||||||||
| Procyon Advisors, LLC | 232.848 $ | +2.864 $ | +1,2 % | 229.984 $ | +13.250 $ | +6,1 % | 216.734 $ | -34.739 $ | -13,8 % | 251.473 $ | +12.816 $ | +5,4 % |
| PATRON PARTNERS, LLC | 211.539 $ | -31.084 $ | -12,8 % | 242.623 $ | -6.901 $ | -2,8 % | 249.524 $ | +267 $ | +0,1 % | 249.257 $ | ||
| Post Resch Tallon Group Inc. | 217.214 $ | -2.614 $ | -1,2 % | 219.828 $ | -9.616 $ | -4,2 % | 229.444 $ | -16.189 $ | -6,6 % | 245.633 $ | +12.874 $ | +5,5 % |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 245.478 $ | +5.636 $ | +2,3 % | 239.842 $ | -2.192 $ | -0,9 % | 242.034 $ | +1.044 $ | +0,4 % | 240.990 $ | +7.306 $ | +3,1 % |
| Riggs Asset Managment Co. Inc. | 245.343 $ | |||||||||||
| Glaxis Capital Management, LLC | 244.892 $ | |||||||||||
| IMC-Chicago, LLC | 240.724 $ | |||||||||||
| AUGUSTINE ASSET MANAGEMENT INC | 232.283 $ | +20.487 $ | +9,7 % | 211.796 $ | -28.552 $ | -11,9 % | 240.348 $ | |||||
| Vident Advisory, LLC | 237.585 $ | +6.006 $ | +2,6 % | 231.579 $ | +7.218 $ | +3,2 % | 224.361 $ | -14.038 $ | -5,9 % | 238.399 $ | +14.633 $ | +6,5 % |
| Columbus Macro, LLC | 235.863 $ | -1.309.524 $ | -84,7 % | |||||||||
| Key Capital Management, INC | 233.648 $ | +133.455 $ | +133,2 % | 100.193 $ | +86.998 $ | +659,3 % | 13.195 $ | |||||
| Bridgewater Advisors Inc. | 228.700 $ | -3.450 $ | -1,5 % | 232.150 $ | ||||||||
| TCFG WEALTH MANAGEMENT, LLC | 225.236 $ | +4.451 $ | +2,0 % | 220.785 $ | -10.997 $ | -4,7 % | 231.782 $ | +12.256 $ | +5,6 % | |||
| Mayflower Financial Advisors, LLC | 230.943 $ | +2.430 $ | +1,1 % | 228.513 $ | ||||||||
| Axim Planning & Wealth | 201.344 $ | -28.314 $ | -12,3 % | 229.658 $ | -45.234 $ | -16,5 % | ||||||
| High Falls Advisors, Inc | 228.491 $ | +1.101 $ | +0,5 % | 227.390 $ | ||||||||
| TCFG Investment Advisors, LLC | 228.199 $ | +2.963 $ | +1,3 % | 225.236 $ | ||||||||
| CFO4Life Group, LLC | 228.097 $ | |||||||||||
| Code Waechter LLC | 218.456 $ | -9.592 $ | -4,2 % | 228.048 $ | +6.649 $ | +3,0 % | ||||||
| FIRST CITIZENS BANK & TRUST CO | 227.325 $ | +7.875 $ | +3,6 % | 219.450 $ | -7.980 $ | -3,5 % | 227.430 $ | |||||
| TSFG, LLC | 226.000 $ | +226.000 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||
| KCM INVESTMENT ADVISORS LLC | 223.040 $ | +7.760 $ | +3,6 % | 215.280 $ | +8.800 $ | +4,3 % | 206.480 $ | +3.120 $ | +1,5 % | 203.360 $ | ||
| City State Bank | 221.913 $ | -102 $ | -0,0 % | 222.015 $ | +1.025 $ | +0,5 % | 220.990 $ | +11.582 $ | +5,5 % | |||
| Capital Planning LLC | 221.995 $ | -10.509 $ | -4,5 % | |||||||||
| Zullo Investment Group, Inc. | 221.371 $ | +7.209 $ | +3,4 % | 214.162 $ | -7.810 $ | -3,5 % | 221.972 $ | +1.025 $ | +0,5 % | 220.947 $ | +8.720 $ | +4,1 % |
| Centennial Advisors, LLC | 221.434 $ | +10.607 $ | +5,0 % | 210.827 $ | ||||||||
| IMA Advisory Services, Inc. | 219.120 $ | |||||||||||
| Compagnie Lombard Odier SCmA | 52.753 $ | +10.184 $ | +23,9 % | 42.569 $ | -5.531 $ | -11,5 % | 48.100 $ | -170.237 $ | -78,0 % | 218.337 $ | ||
| Kingdom Financial Group LLC. | 217.189 $ | +7.005 $ | +3,3 % | 210.184 $ | +108.724 $ | +107,2 % | 101.460 $ | |||||
| J HAGAN CAPITAL, INC. | 213.921 $ | |||||||||||
| Joel Isaacson & Co., LLC | 213.532 $ | |||||||||||
| Modern Wealth Management, LLC | 212.311 $ | +7.767 $ | +3,8 % | 204.544 $ | +3.090 $ | +1,5 % | 201.454 $ | |||||
| Vanguard Personalized Indexing Management, LLC | 212.104 $ | |||||||||||
| Cadia Private Client LLC | 210.144 $ | -1.920 $ | -0,9 % | 212.064 $ | ||||||||
| James J. Burns & Company, LLC | 201.880 $ | -10.086 $ | -4,8 % | 211.966 $ | +1 $ | +0,0 % | 211.965 $ | +2.898 $ | +1,4 % | 209.067 $ | -940 $ | -0,4 % |
| Capital Squared Financial LLC | 211.280 $ | |||||||||||
| Sigma Planning Corp | 211.088 $ | +7.313 $ | +3,6 % | 203.775 $ | -7.410 $ | -3,5 % | 211.185 $ | +975 $ | +0,5 % | 210.210 $ | ||
| Haverford Trust Co | 211.140 $ | |||||||||||
| Lloyd Advisory Services, LLC. | 40.664 $ | -169.520 $ | -80,7 % | 210.184 $ | +194.808 $ | +1.267,0 % | 15.376 $ | |||||
| PENOBSCOT WEALTH MANAGEMENT | 209.815 $ | +1.548 $ | +0,7 % | 208.267 $ | ||||||||
| SAPIENT CAPITAL LLC | 206.866 $ | |||||||||||
| Vishria Bird Financial Group, LLC | 206.588 $ | |||||||||||
| Venturi Wealth Management, LLC | 206.271 $ | +4.161 $ | +2,1 % | 202.110 $ | ||||||||
| INTERACTIVE FINANCIAL ADVISORS, INC. | 204.675 $ | +767 $ | +0,4 % | 203.908 $ | -7.745 $ | -3,7 % | ||||||
| Florida Trust Wealth Management Co | 204.224 $ | |||||||||||
| Midwest Trust Co | 203.699 $ | |||||||||||
| MILESTONE ASSET MANAGEMENT, LLC | 203.463 $ | |||||||||||
| Crewe Advisors LLC | 202.152 $ | +12.757 $ | +6,7 % | 189.395 $ | +10.498 $ | +5,9 % | 178.897 $ | +8.925 $ | +5,3 % | 169.972 $ | +11.493 $ | +7,3 % |
| AlphaStar Capital Management, LLC | 200.862 $ | |||||||||||
| Murphy & Mullick Capital Management Corp | 146.703 $ | -4.613 $ | -3,0 % | 151.316 $ | -6.824 $ | -4,3 % | 158.140 $ | -40.748 $ | -20,5 % | 198.888 $ | -15.275 $ | -7,1 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 193.012 $ | |||||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 161.086 $ | -29.465 $ | -15,5 % | 190.551 $ | +157.892 $ | +483,5 % | 32.659 $ | |||||
| Ancora Advisors LLC | 155.407 $ | -8.006 $ | -4,9 % | 163.413 $ | -13.196 $ | -7,5 % | 176.609 $ | -11.996 $ | -6,4 % | 188.605 $ | +3.860 $ | +2,1 % |
| Financial Connections Group, Inc. | 21.000 $ | +0 $ | +0,0 % | 21.000 $ | -162.000 $ | -88,5 % | 183.000 $ | +11.000 $ | +6,4 % | |||
| COMPASS FINANCIAL MANAGEMENT LLC | 178.984 $ | |||||||||||
| Signature Equity Partners, LLC | 90.027 $ | -86.218 $ | -48,9 % | 176.245 $ | +120.133 $ | +214,1 % | 56.112 $ | |||||
| Robinson Value Management, Ltd. | 174.402 $ | +33 $ | +0,0 % | 174.369 $ | -165 $ | -0,1 % | 174.534 $ | |||||
| FAS Wealth Partners, Inc. | 174.354 $ | -8.381 $ | -4,6 % | |||||||||
| Rosenberg Matthew Hamilton | 30.072 $ | +1.836 $ | +6,5 % | 28.236 $ | -130.315 $ | -82,2 % | 158.551 $ | -15.330 $ | -8,8 % | 173.881 $ | +13.832 $ | +8,6 % |
| LANARK FINANCIAL, INC. | 93.772 $ | -60.892 $ | -39,4 % | 154.664 $ | +110.732 $ | +252,1 % | 43.932 $ | +23.932 $ | +119,7 % | |||
| BROWN BROTHERS HARRIMAN & CO | 153.559 $ | +97.822 $ | +175,5 % | 55.737 $ | +2.865 $ | +5,4 % | 52.872 $ | +52.825 $ | +112.393,6 % | |||
| First Pacific Financial | 153.474 $ | |||||||||||
| Strategic Advocates LLC | 567 $ | +11 $ | +2,0 % | 556 $ | -146.217 $ | -99,6 % | 146.773 $ | +467 $ | +0,3 % | 146.306 $ | ||
| LAZARD ASSET MANAGEMENT LLC | 142.662 $ | +2.730 $ | +2,0 % | 139.932 $ | -5.148 $ | -3,5 % | 145.080 $ | +156 $ | +0,1 % | 144.924 $ | +1.924 $ | +1,3 % |
| TORONTO DOMINION BANK | 112 $ | -143.361 $ | -99,9 % | 143.473 $ | +129.081 $ | +896,9 % | 14.392 $ | -40.032 $ | -73,6 % | 54.424 $ | +53.067 $ | +3.910,6 % |
| RICHARDSON FINANCIAL SERVICES INC. | 84.648 $ | -19.543 $ | -18,8 % | 104.191 $ | -11.542 $ | -10,0 % | 115.733 $ | -23.040 $ | -16,6 % | 138.773 $ | +4.483 $ | +3,3 % |
| Concord Wealth Partners | 95.185 $ | -40.539 $ | -29,9 % | 135.724 $ | -344 $ | -0,3 % | 136.068 $ | -69.885 $ | -33,9 % | |||
| SIMPLEX TRADING, LLC | 35.814 $ | +21.640 $ | +152,7 % | 14.174 $ | -121.826 $ | -89,6 % | 136.000 $ | +66.000 $ | +94,3 % | |||
| Pineridge Advisors LLC | 131.777 $ | +523 $ | +0,4 % | |||||||||
| Versant Capital Management, Inc | 104.855 $ | +6.521 $ | +6,6 % | 98.334 $ | +4.926 $ | +5,3 % | 93.408 $ | -38.195 $ | -29,0 % | 131.603 $ | +2.944 $ | +2,3 % |
| ST GERMAIN D J CO INC | 67.956 $ | -36.907 $ | -35,2 % | 104.863 $ | -1.039 $ | -1,0 % | 105.902 $ | -18.324 $ | -14,8 % | 124.226 $ | +1.298 $ | +1,1 % |
| Stelac Advisory Services LLC | 119.763 $ | +10.563 $ | +9,7 % | 109.200 $ | -14.721 $ | -11,9 % | 123.921 $ | |||||
| Plante Moran Financial Advisors, LLC | 118.906 $ | +9.023 $ | +8,2 % | 109.883 $ | +6.846 $ | +6,6 % | 103.037 $ | |||||
| Finley Financial, LLC | 114.630 $ | +54.804 $ | +91,6 % | 59.826 $ | ||||||||
| BESSEMER GROUP INC | 5.000 $ | -106.000 $ | -95,5 % | 111.000 $ | +14.000 $ | +14,4 % | ||||||
| Greykasell Wealth Strategies, Inc. | 109.109 $ | +2.505 $ | +2,3 % | 106.604 $ | -974 $ | -0,9 % | 107.578 $ | +463 $ | +0,4 % | 107.115 $ | +3.248 $ | +3,1 % |
| Abound Wealth Management | 109.089 $ | +9.543 $ | +9,6 % | 99.546 $ | +21.390 $ | +27,4 % | 78.156 $ | +12.515 $ | +19,1 % | 65.641 $ | +426 $ | +0,7 % |
| Independence Bank of Kentucky | 107.957 $ | +2.479 $ | +2,4 % | 105.478 $ | -3.283 $ | -3,0 % | 108.761 $ | +469 $ | +0,4 % | 108.292 $ | -792 $ | -0,7 % |
| GROUP ONE TRADING LLC | 54.293 $ | -45.018 $ | -45,3 % | 99.311 $ | +89.119 $ | +874,4 % | 10.192 $ | +4.527 $ | +79,9 % | 5.665 $ | -20.708 $ | -78,5 % |
| SOA Wealth Advisors, LLC. | 58.034 $ | +1.932 $ | +3,4 % | 56.102 $ | -39.377 $ | -41,2 % | 95.479 $ | +1.115 $ | +1,2 % | 94.364 $ | +2.702 $ | +2,9 % |
| New Millennium Group LLC | 92.366 $ | +399 $ | +0,4 % | 91.967 $ | +6.146 $ | +7,2 % | ||||||
| Realta Investment Advisors | 86.814 $ | +3.423 $ | +4,1 % | 83.391 $ | -2.582 $ | -3,0 % | 85.973 $ | -5.832 $ | -6,4 % | 91.805 $ | +15.516 $ | +20,3 % |
| Parkside Financial Bank & Trust | 82.164 $ | -9.483 $ | -10,3 % | 91.647 $ | +395 $ | +0,4 % | 91.252 $ | -19.557 $ | -17,6 % | |||
| Harbor Asset Planning, Inc. | 86.078 $ | +6.532 $ | +8,2 % | 79.546 $ | +4.956 $ | +6,6 % | 74.590 $ | +4.973 $ | +7,1 % | 69.617 $ | +4.273 $ | +6,5 % |
| GILL CAPITAL PARTNERS, LLC | 85.785 $ | +3.203 $ | +3,9 % | 82.582 $ | ||||||||
| Harel Insurance Investments & Financial Services Ltd. | 76.000 $ | +14.000 $ | +22,6 % | 62.000 $ | -8.000 $ | -11,4 % | 70.000 $ | -9.000 $ | -11,4 % | 79.000 $ | ||
| Boreal Capital Management LLC | 77.561 $ | +14.974 $ | +23,9 % | 62.587 $ | -8.133 $ | -11,5 % | 70.720 $ | +30.593 $ | +76,2 % | 40.127 $ | ||
| Main Street Group, LTD | 77.111 $ | +1.792 $ | +2,4 % | 75.319 $ | +3.202 $ | +4,4 % | 72.117 $ | +1.113 $ | +1,6 % | |||
| Rossby Financial, LCC | 35.470 $ | +25.798 $ | +266,7 % | 9.672 $ | -1.339 $ | -12,2 % | 11.011 $ | -65.977 $ | -85,7 % | 76.988 $ | +10.231 $ | +15,3 % |
| WealthCollab, LLC | 75.611 $ | +2.631 $ | +3,6 % | 72.980 $ | +951 $ | +1,3 % | 72.029 $ | |||||
| Johnson Financial Group, Inc. | 73.436 $ | +2.555 $ | +3,6 % | 70.881 $ | +2.897 $ | +4,3 % | 67.984 $ | +1.027 $ | +1,5 % | 66.957 $ | -57.806 $ | -46,3 % |
| MCF Advisors LLC | 73.187 $ | +4.561 $ | +6,6 % | 68.626 $ | +4.321 $ | +6,7 % | 64.305 $ | +8.684 $ | +15,6 % | 55.621 $ | +9.026 $ | +19,4 % |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 70.147 $ | +13.542 $ | +23,9 % | 56.605 $ | -7.355 $ | -11,5 % | 63.960 $ | -8.622 $ | -11,9 % | 72.582 $ | +18.154 $ | +33,4 % |
| Sage Mountain Advisors LLC | 70.045 $ | +17.520 $ | +33,4 % | |||||||||
| CLEAR INVESTMENT RESEARCH, LLC | 69.561 $ | +1.231 $ | +1,8 % | 68.330 $ | +68 $ | +0,1 % | ||||||
| Front Row Advisors LLC | 69.473 $ | +2.529 $ | +3,8 % | 66.944 $ | +199 $ | +0,3 % | 66.745 $ | +634 $ | +1,0 % | 66.111 $ | -2.913 $ | -4,2 % |
| Palisade Asset Management, LLC | 68.844 $ | |||||||||||
| DHJJ Financial Advisors, Ltd. | 66.497 $ | +197 $ | +0,3 % | 66.300 $ | -1.793 $ | -2,6 % | 68.093 $ | +350 $ | +0,5 % | 67.743 $ | -843 $ | -1,2 % |
| Russell Investments Group, Ltd. | 66.751 $ | +64.867 $ | +3.443,0 % | 1.884 $ | +77 $ | +4,3 % | 1.807 $ | +28 $ | +1,6 % | 1.779 $ | +142 $ | +8,7 % |
| WPG Advisers, LLC | 39.702 $ | -15.217 $ | -27,7 % | 54.919 $ | +747 $ | +1,4 % | 54.172 $ | -11.592 $ | -17,6 % | 65.764 $ | +706 $ | +1,1 % |
| Daytona Street Capital LLC | 64.299 $ | |||||||||||
| Westside Investment Management, Inc. | 58.800 $ | +1.162 $ | +2,0 % | 57.638 $ | -532 $ | -0,9 % | 58.170 $ | -3.824 $ | -6,2 % | 61.994 $ | +1.974 $ | +3,3 % |
| Rialto Wealth Management, LLC | 60.449 $ | +1.157 $ | +2,0 % | 59.292 $ | -2.181 $ | -3,5 % | 61.473 $ | +66 $ | +0,1 % | 61.407 $ | +396 $ | +0,6 % |
| Bogart Wealth, LLC | 59.204 $ | +3.809 $ | +6,9 % | 55.395 $ | +2.550 $ | +4,8 % | 52.845 $ | +40.169 $ | +316,9 % | 12.676 $ | +384 $ | +3,1 % |
| Grey Fox Wealth Advisors, LLC | 57.882 $ | |||||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 57.030 $ | +11.010 $ | +23,9 % | 46.020 $ | -5.980 $ | -11,5 % | 52.000 $ | |||||
| Bank of New Hampshire | 56.802 $ | +21.044 $ | +58,9 % | 35.758 $ | ||||||||
| Vision Retirement, LLC | 20.650 $ | +473 $ | +2,3 % | 20.177 $ | -36.444 $ | -64,4 % | 56.621 $ | |||||
| PROATHLETE WEALTH MANAGEMENT LLC | 55.115 $ | +1.671 $ | +3,1 % | |||||||||
| Founders Financial Alliance, LLC | 49.204 $ | -380 $ | -0,8 % | 49.584 $ | +14.852 $ | +42,8 % | 34.732 $ | -17.907 $ | -34,0 % | 52.639 $ | +17.591 $ | +50,2 % |
| United Financial Planning Group LLC | 34.837 $ | +4.623 $ | +15,3 % | 30.214 $ | -20.497 $ | -40,4 % | 50.711 $ | -1.780 $ | -3,4 % | 52.491 $ | ||
| Coston, McIsaac & Partners | 52.000 $ | +2.000 $ | +4,0 % | 50.000 $ | +1.000 $ | +2,0 % | 49.000 $ | +40.000 $ | +444,4 % | 9.000 $ | +1.000 $ | +12,5 % |
| Biltmore Family Office, LLC | 51.384 $ | +12.681 $ | +32,8 % | 38.703 $ | -5.029 $ | -11,5 % | 43.732 $ | -5.895 $ | -11,9 % | 49.627 $ | +12.413 $ | +33,4 % |
| BELLEVUE ASSET MANAGEMENT, LLC | 51.126 $ | +3.880 $ | +8,2 % | 47.246 $ | +2.940 $ | +6,6 % | 44.306 $ | +2.957 $ | +7,2 % | 41.349 $ | -103 $ | -0,2 % |
| C M BIDWELL & ASSOCIATES LTD | 50.884 $ | +1.800 $ | +3,7 % | 49.084 $ | +2.014 $ | +4,3 % | 47.070 $ | +741 $ | +1,6 % | 46.329 $ | +3.729 $ | +8,8 % |
| Centennial Bank/AR/ | 47.581 $ | -1.527 $ | -3,1 % | 49.108 $ | +2.032 $ | +4,3 % | 47.076 $ | +31.675 $ | +205,7 % | 15.401 $ | ||
| Oakmont Advisory Group, LLC | 48.528 $ | |||||||||||
| Institute for Wealth Management, LLC. | 48.423 $ | |||||||||||
| Breakwater Investment Management | 48.280 $ | +1.673 $ | +3,6 % | 46.607 $ | -1.695 $ | -3,5 % | 48.302 $ | +223 $ | +0,5 % | 48.079 $ | +2.520 $ | +5,5 % |
| Operose Advisors LLC | 47.752 $ | |||||||||||
| NFSG Corp | 152 $ | -46.953 $ | -99,7 % | 47.105 $ | +2.892 $ | +6,5 % | ||||||
| Anfield Capital Management, LLC | 43.164 $ | -1.588 $ | -3,5 % | 44.752 $ | +49 $ | +0,1 % | 44.703 $ | +288 $ | +0,6 % | |||
| ALBION FINANCIAL GROUP /UT | 44.680 $ | +1.355 $ | +3,1 % | |||||||||
| Smartleaf Asset Management LLC | 38.393 $ | +4.370 $ | +12,8 % | 34.023 $ | +14.429 $ | +73,6 % | 19.594 $ | -24.533 $ | -55,6 % | 44.127 $ | +44.010 $ | +37.615,4 % |
| Winthrop Capital Management, LLC | 44.000 $ | +1.000 $ | +2,3 % | 43.000 $ | -1.000 $ | -2,3 % | 44.000 $ | +0 $ | +0,0 % | 44.000 $ | +2.000 $ | +4,8 % |
| RMG Wealth Management LLC | 43.580 $ | +2.746 $ | +6,7 % | |||||||||
| Truvestments Capital LLC | 42.825 $ | |||||||||||
| Arlington Trust Co LLC | 42.737 $ | +3.243 $ | +8,2 % | 39.494 $ | +2.461 $ | +6,6 % | 37.033 $ | +2.469 $ | +7,1 % | 34.564 $ | +2.122 $ | +6,5 % |
| Valued Wealth Advisors LLC | 40.733 $ | +2.264 $ | +5,9 % | 38.469 $ | ||||||||
| LGT Financial Advisors LLC | 38.714 $ | +1.486 $ | +4,0 % | 37.228 $ | +6.153 $ | +19,8 % | 31.075 $ | +24.656 $ | +384,1 % | 6.419 $ | ||
| Fairway Wealth LLC | 38.652 $ | +2.933 $ | +8,2 % | 35.719 $ | +2.225 $ | +6,6 % | 33.494 $ | +2.234 $ | +7,1 % | 31.260 $ | +1.918 $ | +6,5 % |
| GODSEY & GIBB, INC | 38.609 $ | +2.311 $ | +6,4 % | 36.298 $ | +1.949 $ | +5,7 % | 34.349 $ | +1.570 $ | +4,8 % | 32.779 $ | +2.267 $ | +7,4 % |
| Manchester Capital Management LLC | 37.070 $ | +7.157 $ | +23,9 % | 29.913 $ | -3.887 $ | -11,5 % | 33.800 $ | |||||
| Cape Investment Advisory, Inc. | 36.889 $ | +12.192 $ | +49,4 % | 24.697 $ | +24.696 $ | +2.469.600,0 % | 1 $ | -17.538 $ | -100,0 % | |||
| Moisand Fitzgerald Tamayo, LLC | 36.081 $ | +2.738 $ | +8,2 % | 33.343 $ | +2.078 $ | +6,6 % | 31.265 $ | +2.084 $ | +7,1 % | 29.181 $ | +1.791 $ | +6,5 % |
| Brooklyn FI, LLC | 35.138 $ | |||||||||||
| FRANKLIN RESOURCES INC | 34.128 $ | +743 $ | +2,2 % | 33.385 $ | -593 $ | -1,7 % | 33.978 $ | +10.888 $ | +47,2 % | 23.090 $ | -3.029 $ | -11,6 % |
| Heritage Wealth Advisors | 32.963 $ | +6.363 $ | +23,9 % | 26.600 $ | -3.456 $ | -11,5 % | 30.056 $ | |||||
| Global Trust Asset Management, LLC | 21.660 $ | -10.680 $ | -33,0 % | 32.340 $ | -18.735 $ | -36,7 % | ||||||
| Hara Capital LLC | 0 $ | -24.255 $ | -100,0 % | 24.255 $ | -7.010 $ | -22,4 % | 31.265 $ | +2.085 $ | +7,1 % | 29.180 $ | +1.791 $ | +6,5 % |
| Ameritas Investment Partners, Inc. | 30.624 $ | +586 $ | +2,0 % | 30.038 $ | -1.105 $ | -3,5 % | 31.143 $ | +33 $ | +0,1 % | 31.110 $ | +201 $ | +0,7 % |
| RETIREMITTEN FINANCIAL LLC | 31.074 $ | |||||||||||
| Osbon Capital Management LLC | 30.709 $ | +2.330 $ | +8,2 % | 28.379 $ | +1.768 $ | +6,6 % | 26.611 $ | |||||
| CHILTON CAPITAL MANAGEMENT LLC | 23.929 $ | +1.610 $ | +7,2 % | 22.319 $ | +1.286 $ | +6,1 % | 21.033 $ | -9.427 $ | -30,9 % | 30.460 $ | -15.178 $ | -33,3 % |
| Destiny Wealth Partners, LLC | 29.497 $ | |||||||||||
| AdvisorNet Financial, Inc | 29.474 $ | +995 $ | +3,5 % | 28.479 $ | -176 $ | -0,6 % | 28.655 $ | +434 $ | +1,5 % | 28.221 $ | +827 $ | +3,0 % |
| CBIZ Investment Advisory Services, LLC | 26.910 $ | +0 $ | +0,0 % | 26.910 $ | +1.100 $ | +4,3 % | 25.810 $ | |||||
| Burk Holdings LLC | 26.111 $ | |||||||||||
| SBI Securities Co., Ltd. | 25.188 $ | +2.331 $ | +10,2 % | 22.857 $ | +1.752 $ | +8,3 % | 21.105 $ | +1.774 $ | +9,2 % | 19.331 $ | +1.531 $ | +8,6 % |
| TruNorth Capital Management, LLC | 24.200 $ | -13.528 $ | -35,9 % | |||||||||
| SYM FINANCIAL Corp | 24.054 $ | |||||||||||
| First PREMIER Bank | 24.000 $ | +1.000 $ | +4,3 % | 23.000 $ | +0 $ | +0,0 % | 23.000 $ | +0 $ | +0,0 % | 23.000 $ | +1.000 $ | +4,5 % |
| Orion Capital Management LLC | 8.623 $ | -14.943 $ | -63,4 % | 23.566 $ | +378 $ | +1,6 % | 23.188 $ | +274 $ | +1,2 % | 22.914 $ | ||
| N.E.W. Advisory Services LLC | 23.520 $ | +540 $ | +2,3 % | 22.980 $ | -210 $ | -0,9 % | 23.190 $ | +100 $ | +0,4 % | 23.090 $ | +700 $ | +3,1 % |
| Meramec Financial Planners, LLC | 22.910 $ | -420 $ | -1,8 % | 23.330 $ | -20 $ | -0,1 % | 23.350 $ | |||||
| Dunhill Financial, LLC | 22.415 $ | +780 $ | +3,6 % | 21.635 $ | +884 $ | +4,3 % | 20.751 $ | +313 $ | +1,5 % | 20.438 $ | +1.633 $ | +8,7 % |
| SIGNATUREFD, LLC | 22.227 $ | +535 $ | +2,5 % | 21.692 $ | +5.922 $ | +37,6 % | 15.770 $ | +908 $ | +6,1 % | 14.862 $ | +2.920 $ | +24,5 % |
| TIAA Wealth Investment Management LLC | 22.196 $ | +2.215 $ | +11,1 % | 19.981 $ | ||||||||
| FIRST COMMUNITY TRUST NA | 4.535 $ | -17.109 $ | -79,0 % | 21.644 $ | +211 $ | +1,0 % | 21.433 $ | +11.218 $ | +109,8 % | |||
| KERR FINANCIAL PLANNING Corp | 21.537 $ | -2 $ | -0,0 % | 21.539 $ | ||||||||
| Investment Research & Advisory Group, Inc. | 21.450 $ | +11.241 $ | +110,1 % | 10.209 $ | ||||||||
| True Wealth Design, LLC | 21.209 $ | |||||||||||
| HORIZON FINANCIAL SERVICES, LLC | 17.452 $ | +401 $ | +2,4 % | 17.051 $ | -4.075 $ | -19,3 % | 21.126 $ | +91 $ | +0,4 % | 21.035 $ | +638 $ | +3,1 % |
| PFS Partners, LLC | 20.558 $ | +4.784 $ | +30,3 % | 15.774 $ | +9.040 $ | +134,2 % | 6.734 $ | +6.657 $ | +8.645,5 % | 77 $ | ||
| Silver Grove Financial Group, Inc. | 20.068 $ | +11.523 $ | +134,9 % | 8.545 $ | ||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 19.380 $ | +16.944 $ | +695,6 % | 2.436 $ | -22 $ | -0,9 % | 2.458 $ | +10 $ | +0,4 % | 2.448 $ | ||
| Mosley Wealth Management | 19.215 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 19.051 $ | +437 $ | +2,3 % | 18.614 $ | -170 $ | -0,9 % | 18.784 $ | |||||
| SageView Advisory Group, LLC | 19.012 $ | |||||||||||
| PIN OAK INVESTMENT ADVISORS INC | 19.000 $ | +1.000 $ | +5,6 % | 18.000 $ | -1.000 $ | -5,3 % | 19.000 $ | +2.860 $ | +17,7 % | 16.140 $ | +3.140 $ | +24,2 % |
| First Bancorp, Inc /ME/ | 18.875 $ | |||||||||||
| Main Management LLC | 20 $ | +4 $ | +25,0 % | 16 $ | -17.984 $ | -99,9 % | 18.000 $ | +17.980 $ | +89.900,0 % | 20 $ | +5 $ | +33,3 % |
| Fourth Dimension Wealth, LLC | 10.848 $ | -710 $ | -6,1 % | 11.558 $ | -419 $ | -3,5 % | 11.977 $ | -5.614 $ | -31,9 % | 17.591 $ | -1.428 $ | -7,5 % |
| Atlantic Union Bankshares Corp | 17.247 $ | +952 $ | +5,8 % | 16.295 $ | +835 $ | +5,4 % | 15.460 $ | +615 $ | +4,1 % | 14.845 $ | +1.058 $ | +7,7 % |
| McIlrath & Eck, LLC | 17.233 $ | +12.523 $ | +265,9 % | 4.710 $ | ||||||||
| Millstone Evans Group, LLC | 16.882 $ | +323 $ | +2,0 % | 16.559 $ | -609 $ | -3,5 % | 17.168 $ | +19 $ | +0,1 % | 17.149 $ | +110 $ | +0,6 % |
| SouthState Bank Corp | 16.979 $ | +590 $ | +3,6 % | 16.389 $ | +670 $ | +4,3 % | 15.719 $ | +238 $ | +1,5 % | 15.481 $ | +1.236 $ | +8,7 % |
| Strategic Wealth Partners, Ltd. | 16.722 $ | +582 $ | +3,6 % | 16.140 $ | +535 $ | +3,4 % | 15.605 $ | +218 $ | +1,4 % | 15.387 $ | +1.183 $ | +8,3 % |
| Founders Capital Management | 15.864 $ | |||||||||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 13.000 $ | -1.753 $ | -11,9 % | 14.753 $ | +5.460 $ | +58,8 % | ||||||
| Strengthening Families & Communities, LLC | 13.161 $ | +84 $ | +0,6 % | 13.077 $ | -1 $ | -0,0 % | 13.078 $ | -456 $ | -3,4 % | 13.534 $ | +243 $ | +1,8 % |
| Elevated Capital Advisors, LLC | 11.656 $ | -1.722 $ | -12,9 % | 13.378 $ | +5.380 $ | +67,3 % | 7.998 $ | |||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 13.290 $ | +370 $ | +2,9 % | 12.920 $ | +1.357 $ | +11,7 % | 11.563 $ | +732 $ | +6,8 % | 10.831 $ | +164 $ | +1,5 % |
| Richard W. Paul & Associates, LLC | 13.022 $ | +249 $ | +1,9 % | 12.773 $ | -470 $ | -3,5 % | 13.243 $ | +14 $ | +0,1 % | 13.229 $ | +85 $ | +0,6 % |
| Vermillion Wealth Management, Inc. | 7.209 $ | -5.883 $ | -44,9 % | 13.092 $ | +210 $ | +1,6 % | 12.882 $ | +152 $ | +1,2 % | 12.730 $ | ||
| Princeton Global Asset Management LLC | 12.953 $ | |||||||||||
| DELTA ASSET MANAGEMENT LLC/TN | 10.111 $ | -694 $ | -6,4 % | 10.805 $ | -2.148 $ | -16,6 % | 12.953 $ | +60 $ | +0,5 % | 12.893 $ | +676 $ | +5,5 % |
| Continuum Advisory, LLC | 12.945 $ | |||||||||||
| Kathleen S. Wright Associates Inc. | 12.837 $ | +1.025 $ | +8,7 % | |||||||||
| Sachetta, LLC | 12.791 $ | |||||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 12.713 $ | +280 $ | +2,3 % | |||||||||
| Darwin Wealth Management, LLC | 7.700 $ | +253 $ | +3,4 % | 7.447 $ | -3.113 $ | -29,5 % | 10.560 $ | -2.068 $ | -16,4 % | 12.628 $ | -1.122 $ | -8,2 % |
| MCGUIRE CAPITAL ADVISORS INC | 712 $ | +133 $ | +23,0 % | 579 $ | -11.457 $ | -95,2 % | 12.036 $ | |||||
| Wealth Watch Advisors, INC | 11.938 $ | |||||||||||
| Buck Wealth Strategies, LLC | 11.862 $ | |||||||||||
| Raleigh Capital Management Inc. | 11.760 $ | |||||||||||
| ELEVATION WEALTH PARTNERS, LLC | 10.159 $ | +855 $ | +9,2 % | 9.304 $ | -2.111 $ | -18,5 % | 11.415 $ | +886 $ | +8,4 % | 10.529 $ | -1.238 $ | -10,5 % |
| Innovative Asset Advisors Group, LLC | 11.374 $ | |||||||||||
| Aventura Private Wealth, LLC | 11.101 $ | +177 $ | +1,6 % | 10.924 $ | +263 $ | +2,5 % | 10.661 $ | +319 $ | +3,1 % | 10.342 $ | +207 $ | +2,0 % |
| Paladin Advisory Group, LLC | 4.879 $ | +170 $ | +3,6 % | 4.709 $ | -1.692 $ | -26,4 % | 6.401 $ | -4.606 $ | -41,8 % | 11.007 $ | +879 $ | +8,7 % |
| Noble Wealth Management PBC | 10.825 $ | +375 $ | +3,6 % | 10.450 $ | -380 $ | -3,5 % | 10.830 $ | +50 $ | +0,5 % | 10.780 $ | ||
| Cordant, Inc. | 10.666 $ | |||||||||||
| Clean Yield Group | 10.511 $ | +366 $ | +3,6 % | 10.145 $ | +415 $ | +4,3 % | 9.730 $ | |||||
| EFG International AG | 10.124 $ | |||||||||||
| Downshift Financial, LLC | 10.057 $ | |||||||||||
| Motiv8 Investments LLC | 10.000 $ | |||||||||||
| Kohmann Bosshard Financial Services, LLC | 9.499 $ | |||||||||||
| PROSPERITY BANCSHARES INC | 9.455 $ | +717 $ | +8,2 % | 8.738 $ | +545 $ | +6,7 % | 8.193 $ | |||||
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 9.270 $ | +5.540 $ | +148,5 % | 3.730 $ | ||||||||
| Provident Wealth Management, LLC | 9.180 $ | |||||||||||
| Salomon & Ludwin, LLC | 8.750 $ | +215 $ | +2,5 % | 8.535 $ | -261 $ | -3,0 % | 8.796 $ | +14 $ | +0,2 % | 8.782 $ | +484 $ | +5,8 % |
| LifeSteps Financial, Inc. | 8.774 $ | |||||||||||
| Creative Capital Management Investments LLC | 8.774 $ | +639 $ | +7,9 % | 8.135 $ | +532 $ | +7,0 % | 7.603 $ | -7.866 $ | -50,9 % | |||
| Anchor Bay Capital, Inc. | 8.433 $ | |||||||||||
| Binnacle Investments Inc | 8.080 $ | +441 $ | +5,8 % | |||||||||
| Atlantic Edge Private Wealth Management, LLC | 7.943 $ | +603 $ | +8,2 % | 7.340 $ | +457 $ | +6,6 % | 6.883 $ | +459 $ | +7,1 % | 6.424 $ | +394 $ | +6,5 % |
| Signature Resources Capital Management, LLC | 7.752 $ | +557 $ | +7,7 % | 7.195 $ | +641 $ | +9,8 % | 6.554 $ | +436 $ | +7,1 % | 6.118 $ | ||
| MARYLAND CAPITAL ADVISORS INC. | 7.186 $ | +959 $ | +15,4 % | 6.227 $ | +415 $ | +7,1 % | 5.812 $ | |||||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 7.120 $ | -50 $ | -0,7 % | |||||||||
| Avion Wealth | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | -5.000 $ | -83,3 % | 6.000 $ | +1.000 $ | +20,0 % |
| CENTRAL TRUST Co | 5.668 $ | |||||||||||
| Sunbelt Securities, Inc. | 3.863 $ | -1.359 $ | -26,0 % | 5.222 $ | +79 $ | +1,5 % | 5.143 $ | +594 $ | +13,1 % | |||
| TOTH FINANCIAL ADVISORY CORP | 5.175 $ | +6 $ | +0,1 % | 5.169 $ | +84 $ | +1,7 % | 5.085 $ | +60 $ | +1,2 % | 5.025 $ | -10.821 $ | -68,3 % |
| Accredited Wealth Management, LLC | 5.110 $ | +408 $ | +8,7 % | |||||||||
| POM Investment Strategies, LLC | 4.964 $ | |||||||||||
| Westfuller Advisors, LLC | 4.741 $ | +164 $ | +3,6 % | 4.577 $ | +50 $ | +1,1 % | 4.527 $ | +21 $ | +0,5 % | 4.506 $ | ||
| Community Bank, N.A. | 4.737 $ | +164 $ | +3,6 % | 4.573 $ | ||||||||
| WEBSTER BANK, N. A. | 4.614 $ | +350 $ | +8,2 % | 4.264 $ | +266 $ | +6,7 % | 3.998 $ | +266 $ | +7,1 % | 3.732 $ | +229 $ | +6,5 % |
| GILPIN WEALTH MANAGEMENT, LLC | 4.547 $ | +158 $ | +3,6 % | 4.389 $ | -160 $ | -3,5 % | 4.549 $ | |||||
| Financial Network Wealth Advisors LLC | 4.398 $ | +101 $ | +2,4 % | 4.297 $ | -40 $ | -0,9 % | 4.337 $ | +135 $ | +3,2 % | 4.202 $ | +2.030 $ | +93,5 % |
| Delos Wealth Advisors, LLC | 4.140 $ | |||||||||||
| HighMark Wealth Management LLC | 3.958 $ | +2.905 $ | +275,9 % | 1.053 $ | -23 $ | -2,1 % | 1.076 $ | +20 $ | +1,9 % | 1.056 $ | +70 $ | +7,1 % |
| GAMMA Investing LLC | 3.850 $ | +130 $ | +3,5 % | 3.720 $ | +3.511 $ | +1.679,9 % | 209 $ | -5.545 $ | -96,4 % | |||
| Sunrise Financial Services, LLC | 3.801 $ | |||||||||||
| JPL Wealth Management, LLC | 3.748 $ | +131 $ | +3,6 % | 3.617 $ | +200 $ | +5,9 % | 3.417 $ | |||||
| Davis Capital Management | 3.705 $ | |||||||||||
| Northwest Capital Management Inc | 3.669 $ | +192 $ | +5,5 % | |||||||||
| NorthAvenue LLC | 3.588 $ | |||||||||||
| TRUST CO OF VERMONT | 3.422 $ | |||||||||||
| Grey Ledge Advisors, LLC | 3.372 $ | +571 $ | +20,4 % | 2.801 $ | +246 $ | +9,6 % | 2.555 $ | +368 $ | +16,8 % | 2.187 $ | +1.430 $ | +188,9 % |
| Transamerica Financial Advisors, LLC | 5 $ | -3.045 $ | -99,8 % | 3.050 $ | -162 $ | -5,0 % | 3.212 $ | +34 $ | +1,1 % | 3.178 $ | +44 $ | +1,4 % |
| FSA Wealth Management LLC | 3.152 $ | +252 $ | +8,7 % | |||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2.684 $ | +93 $ | +3,6 % | 2.591 $ | -94 $ | -3,5 % | 2.685 $ | -665 $ | -19,9 % | |||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2.632 $ | +142 $ | +5,7 % | 2.490 $ | +125 $ | +5,3 % | 2.365 $ | |||||
| Lodestone Wealth Management LLC | 2.498 $ | -12 $ | -0,5 % | 2.510 $ | -25 $ | -1,0 % | 2.535 $ | |||||
| FEDERATED HERMES, INC. | 2.469 $ | |||||||||||
| Cherry Tree Wealth Management, LLC | 2.207 $ | |||||||||||
| Kilter Group LLC | 2.184 $ | -13.038 $ | -85,7 % | |||||||||
| Banque Transatlantique SA | 2.022 $ | |||||||||||
| Navigoe, LLC | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +1.000 $ | +100,0 % |
| EASTERN BANK | 1.108 $ | -671 $ | -37,7 % | 1.779 $ | +142 $ | +8,7 % | ||||||
| Cypress Capital Management LLC (WY) | 1.732 $ | +60 $ | +3,6 % | 1.672 $ | -61 $ | -3,5 % | 1.733 $ | +8 $ | +0,5 % | 1.725 $ | +91 $ | +5,6 % |
| Strategic Investment Solutions, Inc. /IL | 1.631 $ | +14 $ | +0,9 % | 1.617 $ | +13 $ | +0,8 % | 1.604 $ | +16 $ | +1,0 % | 1.588 $ | +18 $ | +1,1 % |
| Greenline Wealth Management LLC | 1.589 $ | |||||||||||
| SHP Wealth Management | 1.386 $ | |||||||||||
| CURIO WEALTH, LLC | 1.275 $ | +926 $ | +265,3 % | 349 $ | ||||||||
| SWAN Capital LLC | 1.198 $ | +232 $ | +24,0 % | 966 $ | -126 $ | -11,5 % | 1.092 $ | -147 $ | -11,9 % | 1.239 $ | +310 $ | +33,4 % |
| Register Financial Advisors LLC | 1.170 $ | |||||||||||
| Napier Financial, LLC | 1.032 $ | +36 $ | +3,6 % | 996 $ | ||||||||
| Legacy Wealth Managment, LLC/ID | 950 $ | +12 $ | +1,3 % | 938 $ | ||||||||
| Cornerstone Planning Group LLC | 921 $ | -9 $ | -1,0 % | 930 $ | +10 $ | +1,1 % | 920 $ | +1 $ | +0,1 % | 919 $ | +60 $ | +7,0 % |
| FINANCIAL CONSULATE, INC | 851 $ | -8 $ | -0,9 % | 859 $ | ||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 801 $ | +28 $ | +3,6 % | 773 $ | -28 $ | -3,5 % | 801 $ | +3 $ | +0,4 % | 798 $ | +42 $ | +5,6 % |
| Estate Planners Group, LLC | 672 $ | |||||||||||
| MBM WEALTH CONSULTANTS, LLC | 606 $ | |||||||||||
| Center for Financial Planning, Inc. | 369 $ | +2 $ | +0,5 % | 367 $ | +19 $ | +5,5 % | ||||||
| Basepoint Wealth LLC | 350 $ | |||||||||||
| Networth Advisors, LLC | 348 $ | +14 $ | +4,2 % | 334 $ | -13 $ | -3,7 % | 347 $ | |||||
| Bernard Wealth Management Corp. | 335 $ | |||||||||||
| CDKV HOLDINGS LLC | 237 $ | +46 $ | +24,1 % | 191 $ | -25 $ | -11,6 % | 216 $ | |||||
| HM PAYSON & CO | 56 $ | +2 $ | +3,7 % | 54 $ | -95 $ | -63,8 % | 149 $ | |||||
| Holos Integrated Wealth LLC | 136 $ | |||||||||||
| HOEY INVESTMENTS, INC | 28 $ | -107 $ | -79,3 % | 135 $ | +109 $ | +419,2 % | 26 $ | +0 $ | +0,0 % | 26 $ | +2 $ | +8,3 % |
| MGB Wealth Management, LLC | 76 $ | |||||||||||
| Kozak & Associates, Inc. | 56 $ | |||||||||||
| Spurstone Advisory Services, LLC | 34 $ | |||||||||||
| Cassaday & Co Wealth Management LLC | 28 $ | |||||||||||
| CHAPMAN FINANCIAL GROUP, LLC | 26 $ | |||||||||||
| Financial Life Planners | 7 $ | |||||||||||
| Quent Capital, LLC | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | |||||
| Keener Financial Planning LLC | 0 $ | |||||||||||
| 12.966.434.294 $ | +682.239.992 $ | +228,7 % | 12.209.833.158 $ | +2.208.331.881 $ | +977,6 % | 10.008.301.306 $ | +43.181.842 $ | +4.332,5 % | 9.567.132.513 $ | +1.296.038.501 $ | +95,8 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
SEC-Meldungen und stellen keine Bewertung oder Empfehlung zu einzelnen Wertpapieren,
Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher SEC-Meldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.