| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 294.786.634.238 $ | +32.280.705.703 $ | +72,2 % | 265.801.698.580 $ | +6.240.776.770 $ | +72,3 % | 259.412.926.300 $ | +8.495.129.846 $ | +143,3 % | 248.182.106.342 $ | +16.403.894.081 $ | +63,4 % | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 50.623.499.078 $ | +3.684.026.965 $ | +7,8 % | 46.939.472.113 $ | +1.971.769.769 $ | +4,4 % | 44.967.702.344 $ | +1.813.273.285 $ | +4,2 % | 43.154.429.059 $ | +3.732.935.586 $ | +9,5 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12.972.016.574 $ | +2.617.842.690 $ | +25,3 % | 10.354.173.884 $ | +453.134.573 $ | +4,6 % | 9.901.039.311 $ | +603.940.461 $ | +6,5 % | 9.297.098.850 $ | -491.797.361 $ | -5,0 % |
| Financial Engines Advisors L.L.C. | 12.744.728.534 $ | +1.277.661.747 $ | +11,1 % | 11.467.066.787 $ | -182.170.509 $ | -1,6 % | 11.649.237.296 $ | +59.884.239 $ | +0,5 % | 11.589.353.057 $ | +405.387.745 $ | +3,6 % |
| Empower Advisory Group, LLC | 7.943.422.735 $ | +839.897.597 $ | +11,8 % | 7.103.525.138 $ | +447.948.985 $ | +6,7 % | 6.655.576.153 $ | +106.798.447 $ | +1,6 % | 6.548.777.706 $ | +475.805.544 $ | +7,8 % |
| US BANCORP \DE\ | 6.584.627.816 $ | +1.531.998.245 $ | +30,3 % | 5.052.629.571 $ | -1.829.732.335 $ | -26,6 % | 6.882.361.906 $ | -278.924.023 $ | -3,9 % | 7.161.285.929 $ | +956.020.951 $ | +15,4 % |
| Creative Planning | 7.112.078.207 $ | +725.996.928 $ | +11,4 % | 6.386.081.279 $ | +113.130.505 $ | +1,8 % | 6.272.950.774 $ | +507.916.246 $ | +8,8 % | 5.765.034.528 $ | +310.711.286 $ | +5,7 % |
| BANK OF AMERICA CORP /DE/ | 6.993.326.731 $ | +267.934.095 $ | +4,0 % | 6.725.392.636 $ | -71.728.834 $ | -1,1 % | 6.797.121.470 $ | +1.107.335.559 $ | +19,5 % | 5.689.785.911 $ | +387.340.015 $ | +7,3 % |
| Wealthfront Advisers LLC | 6.161.387.784 $ | +561.763.906 $ | +10,0 % | 5.599.623.878 $ | +125.012.637 $ | +2,3 % | 5.474.611.241 $ | +56.631.066 $ | +1,0 % | 5.417.980.175 $ | +330.115.449 $ | +6,5 % |
| SEI INVESTMENTS CO | 5.427.641.550 $ | +651.411.780 $ | +13,6 % | 4.776.229.770 $ | -64.450.720 $ | -1,3 % | 4.840.680.490 $ | +138.929.790 $ | +3,0 % | 4.701.750.700 $ | +177.863.170 $ | +3,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 5.400.233.677 $ | +495.213.631 $ | +10,1 % | 4.905.020.046 $ | +451.704.041 $ | +10,1 % | 4.453.316.005 $ | +15.774.255 $ | +0,4 % | 4.437.541.750 $ | -86.634.246 $ | -1,9 % |
| LPL Financial LLC | 3.969.034.082 $ | +656.132.437 $ | +19,8 % | 3.312.901.645 $ | +101.596.151 $ | +3,2 % | 3.211.305.494 $ | +48.253.447 $ | +1,5 % | 3.163.052.047 $ | +285.808.469 $ | +9,9 % |
| JPMORGAN CHASE & CO | 2.584.101.082 $ | +442.818.084 $ | +20,7 % | 2.141.282.998 $ | +399.535.695 $ | +22,9 % | 1.741.747.303 $ | -2.216.715.029 $ | -56,0 % | 3.958.462.332 $ | +2.088.381.582 $ | +111,7 % |
| UBS Group AG | 3.323.423.489 $ | +386.578.748 $ | +13,2 % | 2.936.844.741 $ | +1.636.540.228 $ | +125,9 % | 1.300.304.513 $ | +39.003.966 $ | +3,1 % | 1.261.300.547 $ | +14.641.531 $ | +1,2 % |
| MORGAN STANLEY | 3.298.812.038 $ | +331.614.805 $ | +11,2 % | 2.967.197.233 $ | -4.257.583 $ | -0,1 % | 2.971.454.816 $ | +362.559.767 $ | +13,9 % | 2.608.895.049 $ | +168.761.444 $ | +6,9 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.364.631.598 $ | +322.210.721 $ | +15,8 % | 2.042.420.877 $ | -934.743.904 $ | -31,4 % | 2.977.164.781 $ | +79.357.535 $ | +2,7 % | 2.897.807.246 $ | +197.629.143 $ | +7,3 % |
| AMERIPRISE FINANCIAL INC | 2.864.693.243 $ | +370.104.965 $ | +14,8 % | 2.494.588.278 $ | -171.562.856 $ | -6,4 % | 2.666.151.134 $ | +143.940.634 $ | +5,7 % | 2.522.210.500 $ | -101.230.986 $ | -3,9 % |
| HighTower Advisors, LLC | 2.771.761.256 $ | +255.266.105 $ | +10,1 % | 2.516.495.151 $ | +17.994.388 $ | +0,7 % | 2.498.500.763 $ | -115.185.741 $ | -4,4 % | 2.613.686.504 $ | +210.723.883 $ | +8,8 % |
| MATHER GROUP, LLC. | 947.364.772 $ | -1.540.210.893 $ | -61,9 % | 2.487.575.665 $ | -55.949.277 $ | -2,2 % | 2.543.524.942 $ | +64.890.134 $ | +2,6 % | 2.478.634.808 $ | +198.570.644 $ | +8,7 % |
| Mariner, LLC | 2.410.969.430 $ | +218.165.654 $ | +9,9 % | 2.192.803.776 $ | +69.196.967 $ | +3,3 % | 2.123.606.809 $ | +156.163.917 $ | +7,9 % | 1.967.442.892 $ | +125.922.677 $ | +6,8 % |
| Rakuten Investment Management, Inc. | 1.612.037.693 $ | -793.084.235 $ | -33,0 % | 2.405.121.928 $ | +1.202.560.964 $ | +100,0 % | 1.202.560.964 $ | +0 $ | +0,0 % | 1.202.560.964 $ | ||
| CAPTRUST FINANCIAL ADVISORS | 2.366.002.685 $ | +299.035.902 $ | +14,5 % | 2.066.966.783 $ | +247.577.748 $ | +13,6 % | 1.819.389.035 $ | +236.345.443 $ | +14,9 % | 1.583.043.592 $ | +140.372.418 $ | +9,7 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.355.056.705 $ | +378.273.972 $ | +19,1 % | 1.976.782.733 $ | +51.050.599 $ | +2,7 % | 1.925.732.134 $ | +88.791.753 $ | +4,8 % | 1.836.940.381 $ | +201.981.259 $ | +12,4 % |
| Cetera Investment Advisers | 2.328.253.667 $ | +326.679.953 $ | +16,3 % | 2.001.573.714 $ | -212.116.670 $ | -9,6 % | 2.213.690.384 $ | +132.450.486 $ | +6,4 % | 2.081.239.898 $ | +1.179.660.198 $ | +130,8 % |
| Betterment LLC | 2.119.251.000 $ | +233.970.000 $ | +12,4 % | 1.885.281.000 $ | +232.930.000 $ | +14,1 % | 1.652.351.000 $ | +21.936.000 $ | +1,3 % | 1.630.415.000 $ | +64.724.000 $ | +4,1 % |
| OSAIC HOLDINGS, INC. | 1.959.240.062 $ | +297.892.607 $ | +17,9 % | 1.661.347.455 $ | -54.868.844 $ | -3,2 % | 1.716.216.299 $ | -65.516.082 $ | -3,7 % | 1.781.732.381 $ | +244.523.886 $ | +15,9 % |
| Cerity Partners LLC | 1.943.334.462 $ | +210.477.822 $ | +12,1 % | 1.732.856.640 $ | -22.911.329 $ | -1,3 % | 1.755.767.969 $ | -10.782.324 $ | -0,6 % | 1.766.550.293 $ | +122.012.120 $ | +7,4 % |
| SUMITOMO LIFE INSURANCE CO | 1.933.034.757 $ | +513.751.068 $ | +36,2 % | 1.419.283.689 $ | +534.469.689 $ | +60,4 % | 884.814.000 $ | +13.899.235 $ | +1,6 % | 870.914.765 $ | +866.163.057 $ | +18.228,5 % |
| Corient Private Wealth LP | 1.119.960.145 $ | +127.041.308 $ | +12,8 % | 992.918.837 $ | -792.021.485 $ | -44,4 % | 1.784.940.322 $ | +847.536.793 $ | +90,4 % | 937.403.529 $ | -1.276.565.673 $ | -57,7 % |
| RAYMOND JAMES FINANCIAL INC | 1.762.642.944 $ | +233.942.336 $ | +15,3 % | 1.528.700.608 $ | +114.888.597 $ | +8,1 % | 1.413.812.011 $ | +20.130.305 $ | +1,4 % | 1.393.681.706 $ | +36.103.255 $ | +2,7 % |
| WELLS FARGO & COMPANY/MN | 1.687.462.147 $ | +279.407.474 $ | +19,8 % | 1.408.054.673 $ | +62.565.977 $ | +4,7 % | 1.345.488.696 $ | +195.934.711 $ | +17,0 % | 1.149.553.985 $ | +68.188.642 $ | +6,3 % |
| FMR LLC | 1.686.547.967 $ | +82.862.371 $ | +5,2 % | 1.603.685.596 $ | +62.636.655 $ | +4,1 % | 1.541.048.941 $ | -119.246.138 $ | -7,2 % | 1.660.295.079 $ | +156.666.562 $ | +10,4 % |
| Cambridge Investment Research Advisors, Inc. | 1.618.595.000 $ | +896.387.000 $ | +124,1 % | 722.208.000 $ | +43.024.000 $ | +6,3 % | 679.184.000 $ | +26.758.000 $ | +4,1 % | 652.426.000 $ | +45.866.000 $ | +7,6 % |
| JONES FINANCIAL COMPANIES LLLP | 1.495.471.461 $ | +448.054.022 $ | +42,8 % | 1.047.417.439 $ | +239.342.958 $ | +29,6 % | 808.074.481 $ | +141.026.189 $ | +21,1 % | 667.048.292 $ | +74.806.247 $ | +12,6 % |
| Avantax Planning Partners, Inc. | 1.432.690.770 $ | +150.434.978 $ | +11,7 % | 1.282.255.792 $ | -133.199.204 $ | -9,4 % | 1.415.454.996 $ | +49.225.624 $ | +3,6 % | 1.366.229.372 $ | +87.500.917 $ | +6,8 % |
| McAdam, LLC | 1.392.340.233 $ | +241.435.477 $ | +21,0 % | 1.150.904.756 $ | +3.500.574 $ | +0,3 % | 1.147.404.182 $ | +79.879.200 $ | +7,5 % | 1.067.524.982 $ | +121.046.107 $ | +12,8 % |
| Savant Capital, LLC | 1.379.045.462 $ | +835.859.361 $ | +153,9 % | 543.186.101 $ | -12.084.548 $ | -2,2 % | 555.270.649 $ | +10.628.951 $ | +2,0 % | 544.641.698 $ | +75.379.116 $ | +16,1 % |
| ROYAL BANK OF CANADA | 1.339.514.000 $ | +187.560.000 $ | +16,3 % | 1.151.954.000 $ | +38.383.000 $ | +3,4 % | 1.113.571.000 $ | -117.422.000 $ | -9,5 % | 1.230.993.000 $ | -1.161.113.000 $ | -48,5 % |
| HBK Sorce Advisory LLC | 1.264.404.466 $ | +64.794.160 $ | +5,4 % | 1.199.610.306 $ | +84.660.424 $ | +7,6 % | 1.114.949.882 $ | +27.473.638 $ | +2,5 % | 1.087.476.244 $ | +94.546.768 $ | +9,5 % |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1.191.510.062 $ | +151.637.841 $ | +14,6 % | 1.039.872.221 $ | -84.275.468 $ | -7,5 % | 1.124.147.689 $ | +59.503.542 $ | +5,6 % | 1.064.644.147 $ | ||
| Beacon Pointe Advisors, LLC | 1.012.815.326 $ | +113.351.127 $ | +12,6 % | 899.464.199 $ | +228.130.052 $ | +34,0 % | 671.334.147 $ | +124.981.675 $ | +22,9 % | 546.352.472 $ | +85.360.694 $ | +18,5 % |
| MERCER GLOBAL ADVISORS INC /ADV | 1.012.354.530 $ | +79.966.957 $ | +8,6 % | 932.387.573 $ | -29.635.402 $ | -3,1 % | 962.022.975 $ | +26.159.288 $ | +2,8 % | 935.863.687 $ | +36.233.063 $ | +4,0 % |
| Fund Evaluation Group, LLC | 969.947.374 $ | +191.690.035 $ | +24,6 % | 778.257.339 $ | -16.938.957 $ | -2,1 % | 795.196.296 $ | +112.555.016 $ | +16,5 % | 682.641.280 $ | +53.688.765 $ | +8,5 % |
| MML INVESTORS SERVICES, LLC | 968.830.557 $ | +288.056.833 $ | +42,3 % | 680.773.724 $ | -160.677.904 $ | -19,1 % | 841.451.628 $ | +116.276.882 $ | +16,0 % | 725.174.746 $ | +100.940.746 $ | +16,2 % |
| Focus Partners Wealth | 930.266.274 $ | -22.699.836 $ | -2,4 % | 952.966.110 $ | +176.998.610 $ | +22,8 % | 775.967.500 $ | +314.750.828 $ | +68,2 % | 461.216.672 $ | -1.839.366 $ | -0,4 % |
| Charles Schwab Trust Co | 945.846.733 $ | +156.949.812 $ | +19,9 % | 788.896.921 $ | +25.821.801 $ | +3,4 % | 763.075.120 $ | +33.370.981 $ | +4,6 % | 729.704.139 $ | +79.048.922 $ | +12,1 % |
| Wealthspire Advisors, LLC | 925.702.515 $ | +44.782.103 $ | +5,1 % | 880.920.412 $ | +80.718.470 $ | +10,1 % | 800.201.942 $ | +2.081.568 $ | +0,3 % | 798.120.374 $ | +26.367.307 $ | +3,4 % |
| SAGE FINANCIAL GROUP INC | 805.758.919 $ | +103.242.723 $ | +14,7 % | 702.516.196 $ | -47.666.037 $ | -6,4 % | 750.182.233 $ | -16.426.752 $ | -2,1 % | 766.608.985 $ | +59.816.701 $ | +8,5 % |
| MAI Capital Management | 805.102.356 $ | +369.290.384 $ | +84,7 % | 435.811.972 $ | +15.228.341 $ | +3,6 % | 420.583.631 $ | +25.217.262 $ | +6,4 % | 395.366.369 $ | +34.495.983 $ | +9,6 % |
| REGIONS FINANCIAL CORP | 526.948.685 $ | +72.275.439 $ | +15,9 % | 454.673.246 $ | +38.558.525 $ | +9,3 % | 416.114.721 $ | -372.760.545 $ | -47,3 % | 788.875.266 $ | +397.286.768 $ | +101,5 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 697.640.656 $ | +43.078.497 $ | +6,6 % | 654.562.159 $ | -16.607.942 $ | -2,5 % | 671.170.101 $ | -112.694.899 $ | -14,4 % | 783.865.000 $ | +31.920.000 $ | +4,2 % |
| Steele Capital Management, Inc. | 744.754.918 $ | +101.939.396 $ | +15,9 % | 642.815.522 $ | +24.227.420 $ | +3,9 % | 618.588.102 $ | +23.566.956 $ | +4,0 % | 595.021.146 $ | +29.570.444 $ | +5,2 % |
| SCS Capital Management LLC | 743.473.276 $ | +82.641.526 $ | +12,5 % | 660.831.750 $ | -37.981.103 $ | -5,4 % | 698.812.853 $ | +5.042.611 $ | +0,7 % | 693.770.242 $ | +34.029.123 $ | +5,2 % |
| REBALANCE, LLC | 715.579.238 $ | +88.699.713 $ | +14,1 % | 626.879.525 $ | -7.426.878 $ | -1,2 % | 634.306.403 $ | +35.991.176 $ | +6,0 % | 598.315.227 $ | +82.863.043 $ | +16,1 % |
| CWM, LLC | 666.362.238 $ | -33.268.762 $ | -4,8 % | 699.631.000 $ | +173.746.000 $ | +33,0 % | 525.885.000 $ | +19.883.000 $ | +3,9 % | |||
| Waverly Advisors, LLC | 667.465.818 $ | +95.805.989 $ | +16,8 % | 571.659.829 $ | +162.251.345 $ | +39,6 % | 409.408.484 $ | +17.314.555 $ | +4,4 % | 392.093.929 $ | +30.438.035 $ | +8,4 % |
| Prime Capital Investment Advisors, LLC | 654.402.102 $ | +65.528.819 $ | +11,1 % | 588.873.283 $ | -47.170.159 $ | -7,4 % | 636.043.442 $ | -17.471.125 $ | -2,7 % | 653.514.567 $ | +5.886.914 $ | +0,9 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 646.972.585 $ | +175.138.408 $ | +37,1 % | 471.834.177 $ | +141.509.371 $ | +42,8 % | 330.324.806 $ | +223.591.751 $ | +209,5 % | 106.733.055 $ | +341.880 $ | +0,3 % |
| Gemmer Asset Management LLC | 636.573.457 $ | +81.548.423 $ | +14,7 % | 555.025.034 $ | +8.260.845 $ | +1,5 % | 546.764.189 $ | +30.920.594 $ | +6,0 % | 515.843.595 $ | +40.482.955 $ | +8,5 % |
| Diversified Enterprises, LLC | 632.164.137 $ | +92.404.514 $ | +17,1 % | 539.759.623 $ | +13.591.389 $ | +2,6 % | 526.168.234 $ | +27.296.208 $ | +5,5 % | 498.872.026 $ | -32.686.145 $ | -6,1 % |
| Align Financial, LLC | 617.290 $ | +516 $ | +0,1 % | 616.774 $ | -627.490.226 $ | -99,9 % | 628.107.000 $ | |||||
| STIFEL FINANCIAL CORP | 605.722.609 $ | -6.435.982 $ | -1,1 % | 612.158.591 $ | +35.950.551 $ | +6,2 % | 576.208.040 $ | -40.825.597 $ | -6,6 % | 617.033.637 $ | +46.108.948 $ | +8,1 % |
| ALLIANCEBERNSTEIN L.P. | 579.182.524 $ | +276.984.333 $ | +91,7 % | 302.198.191 $ | +40.886.350 $ | +15,6 % | 261.311.841 $ | +25.807.964 $ | +11,0 % | 235.503.877 $ | +9.882.702 $ | +4,4 % |
| Cresset Asset Management, LLC | 572.816.246 $ | +76.422.585 $ | +15,4 % | 496.393.661 $ | +38.895.773 $ | +8,5 % | 457.497.888 $ | +27.605.439 $ | +6,4 % | 429.892.449 $ | +37.973.521 $ | +9,7 % |
| HHM Wealth Advisors, LLC | 565.092.450 $ | +72.650.050 $ | +14,8 % | 492.442.400 $ | +13.396.320 $ | +2,8 % | 479.046.080 $ | -3.342.020 $ | -0,7 % | 482.388.100 $ | +10.269.925 $ | +2,2 % |
| Boulay Financial Advisors, LLC | 545.077.930 $ | +145.268.820 $ | +36,3 % | 399.809.110 $ | +40.207.936 $ | +11,2 % | 359.601.174 $ | +128.881.675 $ | +55,9 % | 230.719.499 $ | +21.411.358 $ | +10,2 % |
| AlphaCore Capital LLC | 536.384.107 $ | +44.100.959 $ | +9,0 % | 492.283.148 $ | -39.691.728 $ | -7,5 % | 531.974.876 $ | -7.987.280 $ | -1,5 % | 539.962.156 $ | +51.199.269 $ | +10,5 % |
| JMG Financial Group, Ltd. | 539.544.449 $ | +68.347.502 $ | +14,5 % | 471.196.947 $ | -14.385.905 $ | -3,0 % | 485.582.852 $ | -7.262.141 $ | -1,5 % | 492.844.993 $ | +20.474.772 $ | +4,3 % |
| Orgel Wealth Management, LLC | 510.133.699 $ | +65.627.771 $ | +14,8 % | 444.505.928 $ | +15.928.601 $ | +3,7 % | 428.577.327 $ | +12.523.519 $ | +3,0 % | 416.053.808 $ | +30.579.696 $ | +7,9 % |
| OneDigital Investment Advisors LLC | 478.887.550 $ | +75.078.024 $ | +18,6 % | 403.809.526 $ | -77.850.989 $ | -16,2 % | 481.660.515 $ | -19.337.545 $ | -3,9 % | 500.998.060 $ | +25.609.856 $ | +5,4 % |
| Advisory Alpha, LLC | 500.957.032 $ | +56.852.558 $ | +12,8 % | 444.104.474 $ | -14.104.544 $ | -3,1 % | 458.209.018 $ | -13.418.276 $ | -2,8 % | 471.627.294 $ | +56.711.545 $ | +13,7 % |
| Composition Wealth, LLC | 498.155.407 $ | +69.584.587 $ | +16,2 % | 428.570.820 $ | +64.817.055 $ | +17,8 % | 363.753.765 $ | +37.250.377 $ | +11,4 % | 326.503.388 $ | +48.651.751 $ | +17,5 % |
| HB Wealth Management, LLC | 487.104.888 $ | +72.936.426 $ | +17,6 % | 414.168.462 $ | -14.201.317 $ | -3,3 % | 428.369.779 $ | +9.608.913 $ | +2,3 % | 418.760.866 $ | +40.942.171 $ | +10,8 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 268.891.174 $ | +47.251.487 $ | +21,3 % | 221.639.687 $ | -261.049.681 $ | -54,1 % | 482.689.368 $ | +332.011.049 $ | +220,3 % | 150.678.319 $ | -52.611.064 $ | -25,9 % |
| Kohmann Bosshard Financial Services, LLC | 472.083.108 $ | +69.963.158 $ | +17,4 % | 402.119.950 $ | +24.651.668 $ | +6,5 % | 377.468.282 $ | +17.086.895 $ | +4,7 % | 360.381.387 $ | +15.569.874 $ | +4,5 % |
| Legacy Wealth Management, LLC | 462.141.055 $ | +55.261.389 $ | +13,6 % | 406.879.666 $ | -9.724.896 $ | -2,3 % | 416.604.562 $ | +47.592 $ | +0,0 % | 416.556.970 $ | +12.623.687 $ | +3,1 % |
| Integrated Wealth Concepts LLC | 432.786.536 $ | +154.505.656 $ | +55,5 % | 278.280.880 $ | +69.100.670 $ | +33,0 % | 209.180.210 $ | -50.450.367 $ | -19,4 % | 259.630.577 $ | +21.753.072 $ | +9,1 % |
| CHOREO, LLC | 426.479.528 $ | +38.096.199 $ | +9,8 % | 388.383.329 $ | +181.376.790 $ | +87,6 % | 207.006.539 $ | +1.297.290 $ | +0,6 % | 205.709.249 $ | +5.228.133 $ | +2,6 % |
| Farther Finance Advisors, LLC | 422.088.651 $ | +91.523.315 $ | +27,7 % | 330.565.336 $ | +51.832.946 $ | +18,6 % | 278.732.390 $ | +93.018.731 $ | +50,1 % | 185.713.659 $ | +75.464.548 $ | +68,4 % |
| ASSETMARK, INC | 413.657.179 $ | +34.759.580 $ | +9,2 % | 378.897.599 $ | -6.370.450 $ | -1,7 % | 385.268.049 $ | -24.589.600 $ | -6,0 % | 409.857.649 $ | -14.626.445 $ | -3,4 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 413.511.716 $ | +41.618.108 $ | +11,2 % | 371.893.608 $ | +439.963 $ | +0,1 % | 371.453.645 $ | +75.522.141 $ | +25,5 % | 295.931.504 $ | +13.937.845 $ | +4,9 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 400.498.645 $ | -8.726.256 $ | -2,1 % | 409.224.901 $ | +295.785.842 $ | +260,7 % | 113.439.059 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 123.350.675 $ | +7.154.742 $ | +6,2 % | 116.195.933 $ | -207.708.024 $ | -64,1 % | 323.903.957 $ | -84.496.399 $ | -20,7 % | 408.400.356 $ | +130.949.630 $ | +47,2 % |
| GOLDMAN SACHS GROUP INC | 378.495.521 $ | +84.173.683 $ | +28,6 % | 294.321.838 $ | -108.683.573 $ | -27,0 % | 403.005.411 $ | +58.155.005 $ | +16,9 % | 344.850.406 $ | -1.631.337 $ | -0,5 % |
| SageView Advisory Group, LLC | 385.223.764 $ | +15.628.973 $ | +4,2 % | 369.594.791 $ | -563.317 $ | -0,2 % | 370.158.108 $ | -29.586.777 $ | -7,4 % | 399.744.885 $ | +27.502.502 $ | +7,4 % |
| BlueSky Wealth Advisors, LLC | 333.995.247 $ | +39.904.218 $ | +13,6 % | 294.091.029 $ | -105.448.950 $ | -26,4 % | 399.539.979 $ | +13.969.076 $ | +3,6 % | 385.570.903 $ | +26.688.498 $ | +7,4 % |
| Kestra Advisory Services, LLC | 399.281.549 $ | +84.945.707 $ | +27,0 % | 314.335.842 $ | +29.119.092 $ | +10,2 % | 285.216.750 $ | +21.983.287 $ | +8,4 % | 263.233.463 $ | +7.048.935 $ | +2,8 % |
| EP Wealth Advisors, LLC | 393.095.307 $ | +171.599.153 $ | +77,5 % | 221.496.154 $ | +9.319.760 $ | +4,4 % | 212.176.394 $ | +39.138.448 $ | +22,6 % | |||
| Focus Financial Network, Inc. | 389.393.420 $ | +26.321.802 $ | +7,2 % | 363.071.618 $ | -13.145.669 $ | -3,5 % | 376.217.287 $ | -16.679.263 $ | -4,2 % | 392.896.550 $ | +18.110.853 $ | +4,8 % |
| AQR CAPITAL MANAGEMENT LLC | 390.573.200 $ | +97.325.301 $ | +33,2 % | 293.247.899 $ | +86.797.124 $ | +42,0 % | 206.450.775 $ | +58.766.539 $ | +39,8 % | 147.684.236 $ | +65.358.436 $ | +79,4 % |
| FOSTER & MOTLEY INC | 390.304.000 $ | +44.594.000 $ | +12,9 % | 345.710.000 $ | +15.861.000 $ | +4,8 % | 329.849.000 $ | +6.397.000 $ | +2,0 % | 323.452.000 $ | +15.965.000 $ | +5,2 % |
| TruNorth Capital Management, LLC | 390.039.472 $ | +58.306.339 $ | +17,6 % | 331.733.133 $ | +1.533.643 $ | +0,5 % | 330.199.490 $ | +12.208.379 $ | +3,8 % | 317.991.111 $ | +37.769.271 $ | +13,5 % |
| Quadratic Capital Management LLC | 213.405.428 $ | -163.990.099 $ | -43,5 % | 377.395.527 $ | -6.688.307 $ | -1,7 % | 384.083.834 $ | +66.961.971 $ | +21,1 % | 317.121.863 $ | +79.756.786 $ | +33,6 % |
| Koss-Olinger Consulting, LLC | 380.790.043 $ | +107.090.198 $ | +39,1 % | 273.699.845 $ | -31.155 $ | -0,0 % | 273.731.000 $ | +39.202.000 $ | +16,7 % | 234.529.000 $ | -1.600.060 $ | -0,7 % |
| Jupiter Topco LLC | 376.178.557 $ | |||||||||||
| Bouchey Financial Group, Ltd. | 118.845.274 $ | -57.643.324 $ | -32,7 % | 176.488.598 $ | -40.286.970 $ | -18,6 % | 216.775.568 $ | -155.755.596 $ | -41,8 % | 372.531.164 $ | +24.199.978 $ | +6,9 % |
| Krilogy Financial LLC | 362.119.702 $ | +20.678.166 $ | +6,1 % | 341.441.536 $ | +19.805.257 $ | +6,2 % | 321.636.279 $ | +21.827.131 $ | +7,3 % | 299.809.148 $ | +48.140.737 $ | +19,1 % |
| TRUIST FINANCIAL CORP | 360.854.745 $ | +43.585.759 $ | +13,7 % | 317.268.986 $ | -24.245.318 $ | -7,1 % | 341.514.304 $ | +7.853.848 $ | +2,4 % | 333.660.456 $ | +24.096.887 $ | +7,8 % |
| BlackRock, Inc. | 357.007.522 $ | +67.012.408 $ | +23,1 % | 289.995.114 $ | +94.554.550 $ | +48,4 % | 195.440.564 $ | +43.313.695 $ | +28,5 % | 152.126.869 $ | +28.889.739 $ | +23,4 % |
| JOHNSON INVESTMENT COUNSEL INC | 338.158.815 $ | +66.239.279 $ | +24,4 % | 271.919.536 $ | +2.322.576 $ | +0,9 % | 269.596.960 $ | +13.132.223 $ | +5,1 % | 256.464.737 $ | +28.396.407 $ | +12,5 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 283.521.000 $ | -41.730.000 $ | -12,8 % | 325.251.000 $ | -9.597.000 $ | -2,9 % | 334.848.000 $ | +173.458.000 $ | +107,5 % | 161.390.000 $ | +45.215.000 $ | +38,9 % |
| Janus Henderson Group Ltd. | 316.072.972 $ | -17.899.503 $ | -5,4 % | 333.972.475 $ | +32.969.175 $ | +11,0 % | 301.003.300 $ | +36.565.531 $ | +13,8 % | |||
| ARMSTRONG ADVISORY GROUP, INC | 332.591.131 $ | +160.874.239 $ | +93,7 % | 171.716.892 $ | +69.490.243 $ | +68,0 % | 102.226.649 $ | +4.948.888 $ | +5,1 % | 97.277.761 $ | +22.093.269 $ | +29,4 % |
| Sanctuary Advisors, LLC | 224.519.318 $ | +15.337.933 $ | +7,3 % | 209.181.385 $ | +9.531.898 $ | +4,8 % | 199.649.487 $ | -130.157.923 $ | -39,5 % | 329.807.410 $ | +141.461.371 $ | +75,1 % |
| Cassaday & Co Wealth Management LLC | 324.587.336 $ | +22.316.575 $ | +7,4 % | 302.270.761 $ | +40.689.366 $ | +15,6 % | 261.581.395 $ | +87.950.656 $ | +50,7 % | 173.630.739 $ | +10.117.151 $ | +6,2 % |
| Merit Financial Group, LLC | 313.971.673 $ | +39.240.868 $ | +14,3 % | 274.730.805 $ | +8.930.914 $ | +3,4 % | 265.799.891 $ | +52.714.654 $ | +24,7 % | 213.085.237 $ | +14.018.229 $ | +7,0 % |
| EXCHANGE TRADED CONCEPTS, LLC | 312.890.302 $ | +54.408.276 $ | +21,0 % | 258.482.026 $ | +12.994.828 $ | +5,3 % | 245.487.198 $ | +54.987.953 $ | +28,9 % | 190.499.245 $ | +82.128.854 $ | +75,8 % |
| Quantinno Capital Management LP | 310.728.464 $ | +81.950.786 $ | +35,8 % | 228.777.678 $ | +55.249.340 $ | +31,8 % | 173.528.338 $ | +43.339.930 $ | +33,3 % | 130.188.408 $ | +39.015.626 $ | +42,8 % |
| TWO SIGMA INVESTMENTS, LP | 136.098.182 $ | -174.066.511 $ | -56,1 % | 310.164.693 $ | +43.133.647 $ | +16,2 % | 267.031.046 $ | +194.719.575 $ | +269,3 % | 72.311.471 $ | -32.074.985 $ | -30,7 % |
| Evergreen Advisors, LLC | 303.130.910 $ | +35.901.999 $ | +13,4 % | 267.228.911 $ | +4.288.963 $ | +1,6 % | 262.939.948 $ | +23.566.060 $ | +9,8 % | |||
| HENGEHOLD CAPITAL MANAGEMENT LLC | 301.152.081 $ | +34.711.888 $ | +13,0 % | 266.440.193 $ | -10.158.743 $ | -3,7 % | 276.598.936 $ | -12.927.014 $ | -4,5 % | 289.525.950 $ | +10.766.947 $ | +3,9 % |
| JANE STREET GROUP, LLC | 257.326.827 $ | -43.261.496 $ | -14,4 % | 300.588.323 $ | +106.859.306 $ | +55,2 % | 193.729.017 $ | -37.129.743 $ | -16,1 % | 230.858.760 $ | +55.733.636 $ | +31,8 % |
| Norinchukin Bank, The | 299.597.400 $ | +38.582.200 $ | +14,8 % | 261.015.200 $ | -12.928.600 $ | -4,7 % | 273.943.800 $ | |||||
| Main Street Financial Solutions, LLC | 294.255.844 $ | +42.207.706 $ | +16,7 % | 252.048.138 $ | +10.578.820 $ | +4,4 % | 241.469.318 $ | -13.601.849 $ | -5,3 % | 255.071.167 $ | +22.426.532 $ | +9,6 % |
| FINANCIAL CONSULATE, INC | 294.060.778 $ | +38.613.451 $ | +15,1 % | 255.447.327 $ | -10.146.958 $ | -3,8 % | 265.594.285 $ | +16.204.807 $ | +6,5 % | 249.389.478 $ | +24.038.276 $ | +10,7 % |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 293.998.161 $ | +40.570.620 $ | +16,0 % | 253.427.541 $ | -5.614.201 $ | -2,2 % | 259.041.742 $ | +5.380.866 $ | +2,1 % | 253.660.876 $ | +18.889.926 $ | +8,0 % |
| EVOKE WEALTH, LLC | 285.407.507 $ | +37.822.246 $ | +15,3 % | 247.585.261 $ | +30.629.590 $ | +14,1 % | 216.955.671 $ | +29.386.972 $ | +15,7 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 281.623.909 $ | -911.659 $ | -0,3 % | 282.535.568 $ | +16.963.738 $ | +6,4 % | 265.571.830 $ | +11.390.161 $ | +4,5 % | 254.181.669 $ | +16.223.855 $ | +6,8 % |
| Berger Financial Group, Inc | 281.000.571 $ | +38.859.022 $ | +16,0 % | 242.141.549 $ | +5.076.120 $ | +2,1 % | 237.065.429 $ | +6.759.434 $ | +2,9 % | 230.305.995 $ | +16.605.341 $ | +7,8 % |
| STATE STREET CORP | 134.801.669 $ | -143.219.605 $ | -51,5 % | 278.021.274 $ | +1.527.908 $ | +0,6 % | 276.493.366 $ | +2.255.119 $ | +0,8 % | 274.238.247 $ | -33.307 $ | -0,0 % |
| CENTRAL TRUST Co | 276.287.008 $ | +6.931.087 $ | +2,6 % | 269.355.921 $ | +19.540.411 $ | +7,8 % | 249.815.510 $ | +5.809.954 $ | +2,4 % | 244.005.556 $ | +34.512.799 $ | +16,5 % |
| Golden Reserve Retirement LLC | 273.146.578 $ | +41.007.083 $ | +17,7 % | 232.139.495 $ | -14.537.384 $ | -5,9 % | 246.676.879 $ | +41.286.230 $ | +20,1 % | 205.390.649 $ | +41.209.445 $ | +25,1 % |
| RMG Wealth Management LLC | 271.413.103 $ | +27.263.551 $ | +11,2 % | 244.149.552 $ | +28.433.677 $ | +13,2 % | 215.715.875 $ | +6.989.453 $ | +3,3 % | 208.726.422 $ | -104.576.192 $ | -33,4 % |
| VOYA INVESTMENT MANAGEMENT LLC | 233.164.490 $ | +4.672.882 $ | +2,0 % | 228.491.608 $ | -19.506.792 $ | -7,9 % | 247.998.400 $ | -22.612.317 $ | -8,4 % | 270.610.717 $ | -9.981.909 $ | -3,6 % |
| Summit Asset Management, LLC | 269.963.917 $ | +25.638.276 $ | +10,5 % | 244.325.641 $ | +10.914.171 $ | +4,7 % | 233.411.470 $ | +8.461.547 $ | +3,8 % | 224.949.923 $ | +12.486.095 $ | +5,9 % |
| Rockbridge Investment Management, LCC | 262.468.373 $ | +15.189.499 $ | +6,1 % | 247.278.874 $ | +20.486.873 $ | +9,0 % | 226.792.001 $ | +16.748.145 $ | +8,0 % | |||
| Mokosak Advisory Group, LLC | 260.155.652 $ | +35.039.069 $ | +15,6 % | 225.116.583 $ | +583.511 $ | +0,3 % | 224.533.072 $ | +9.727.159 $ | +4,5 % | 214.805.913 $ | +15.071.448 $ | +7,5 % |
| Tradition Wealth Management, LLC | 256.400.118 $ | +29.857.760 $ | +13,2 % | 226.542.358 $ | +5.826.978 $ | +2,6 % | 220.715.380 $ | +4.687.699 $ | +2,2 % | 216.027.681 $ | +14.005.980 $ | +6,9 % |
| Bleakley Financial Group, LLC | 256.326.603 $ | +38.879.932 $ | +17,9 % | 217.446.671 $ | +33.627.391 $ | +18,3 % | 183.819.280 $ | +13.718.589 $ | +8,1 % | 170.100.691 $ | +16.347.859 $ | +10,6 % |
| Apriem Advisors | 255.657.440 $ | +23.359.665 $ | +10,1 % | 232.297.775 $ | -13.037.355 $ | -5,3 % | 245.335.130 $ | -875.102 $ | -0,4 % | 246.210.232 $ | +20.255.447 $ | +9,0 % |
| Strid Group, LLC | 255.476.571 $ | +31.845.441 $ | +14,2 % | 223.631.130 $ | -11.628.097 $ | -4,9 % | 235.259.227 $ | +4.604.038 $ | +2,0 % | 230.655.189 $ | +18.407.102 $ | +8,7 % |
| VICTORY CAPITAL MANAGEMENT INC | 254.770.728 $ | +13.913.616 $ | +5,8 % | 240.857.112 $ | -1.029.415 $ | -0,4 % | 241.886.527 $ | +7.113.917 $ | +3,0 % | 234.772.610 $ | -52.845.775 $ | -18,4 % |
| Private Advisor Group, LLC | 103.333.789 $ | -147.987.994 $ | -58,9 % | 251.321.783 $ | +8.324.926 $ | +3,4 % | 242.996.857 $ | +1.948.858 $ | +0,8 % | 241.047.999 $ | +20.081.388 $ | +9,1 % |
| LINCOLN NATIONAL CORP | 250.148.473 $ | +13.110.611 $ | +5,5 % | 237.037.862 $ | +152.752.854 $ | +181,2 % | 84.285.008 $ | -139.990.628 $ | -62,4 % | 224.275.636 $ | +5.294.520 $ | +2,4 % |
| NorthCoast Asset Management LLC | 36.197.484 $ | +6.982.513 $ | +23,9 % | 29.214.971 $ | +24.243.463 $ | +487,6 % | 4.971.508 $ | -244.636.400 $ | -98,0 % | 249.607.908 $ | +34.478.456 $ | +16,0 % |
| BlueStem Wealth Partners, LLC | 247.983.465 $ | +62.343.898 $ | +33,6 % | 185.639.567 $ | -61.555.377 $ | -24,9 % | 247.194.944 $ | +117.608.058 $ | +90,8 % | 129.586.886 $ | -32.562.313 $ | -20,1 % |
| BENJAMIN EDWARDS INC | 247.486.293 $ | +36.596.777 $ | +17,4 % | 210.889.516 $ | -11.211.464 $ | -5,0 % | 222.100.980 $ | +15.097.610 $ | +7,3 % | 207.003.370 $ | +22.663.147 $ | +12,3 % |
| Modern Wealth Management, LLC | 246.948.813 $ | +13.810.291 $ | +5,9 % | 233.138.522 $ | +18.470.160 $ | +8,6 % | 214.668.362 $ | +181.211.945 $ | +541,6 % | |||
| Bluespring Wealth Management, LLC | 246.338.632 $ | +86.334.425 $ | +54,0 % | 160.004.207 $ | -8.858.801 $ | -5,2 % | 168.863.008 $ | +2.442.314 $ | +1,5 % | 166.420.694 $ | +8.822.393 $ | +5,6 % |
| Elm Partners Management LLC | 182.301.207 $ | -63.709.702 $ | -25,9 % | 246.010.909 $ | +37.012.015 $ | +17,7 % | 208.998.894 $ | +40.864.792 $ | +24,3 % | 168.134.102 $ | +34.478.627 $ | +25,8 % |
| Allworth Financial LP | 212.678.515 $ | -3.887.064 $ | -1,8 % | 216.565.579 $ | -28.443.403 $ | -11,6 % | 245.008.982 $ | +25.917.293 $ | +11,8 % | 219.091.689 $ | +13.275.989 $ | +6,5 % |
| Clark Capital Management Group, Inc. | 243.678.275 $ | +31.092.884 $ | +14,6 % | 212.585.391 $ | -11.407.343 $ | -5,1 % | 223.992.734 $ | +4.244.059 $ | +1,9 % | 219.748.675 $ | +6.053.523 $ | +2,8 % |
| Aptus Capital Advisors, LLC | 238.434.013 $ | +31.886.219 $ | +15,4 % | 206.547.794 $ | +3.234.889 $ | +1,6 % | 203.312.905 $ | +7.887.407 $ | +4,0 % | 195.425.498 $ | -12.442.104 $ | -6,0 % |
| Prairiewood Capital, LLC | 238.175.563 $ | +28.390.058 $ | +13,5 % | 209.785.505 $ | +18.100.106 $ | +9,4 % | 191.685.399 $ | +15.919.072 $ | +9,1 % | 175.766.327 $ | +21.405.007 $ | +13,9 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 235.079.258 $ | +18.346.054 $ | +8,5 % | 216.733.204 $ | ||||||||
| Kelman-Lazarov, Inc. | 231.944.122 $ | +22.566.728 $ | +10,8 % | 209.377.394 $ | -1.931.005 $ | -0,9 % | 211.308.399 $ | +3.670.457 $ | +1,8 % | 207.637.942 $ | +14.845.204 $ | +7,7 % |
| Clearstead Advisors, LLC | 188.201.091 $ | -42.419.130 $ | -18,4 % | 230.620.221 $ | +140.111.591 $ | +154,8 % | 90.508.630 $ | -1.894.670 $ | -2,1 % | 92.403.300 $ | +12.544.854 $ | +15,7 % |
| Forvis Mazars Wealth Advisors, LLC | 228.680.234 $ | +25.351.566 $ | +12,5 % | 203.328.668 $ | -6.819.269 $ | -3,2 % | 210.147.937 $ | -1.525.653 $ | -0,7 % | 211.673.590 $ | +12.523.429 $ | +6,3 % |
| Lido Advisors, LLC | 140.832.923 $ | -56.181.716 $ | -28,5 % | 197.014.639 $ | -31.038.424 $ | -13,6 % | 228.053.063 $ | +26.717.312 $ | +13,3 % | 201.335.751 $ | +127.471.592 $ | +172,6 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 227.158.789 $ | +8.063.632 $ | +3,7 % | 219.095.157 $ | +1.922.354 $ | +0,9 % | 217.172.803 $ | +1.541.641 $ | +0,7 % | 215.631.162 $ | -247.659 $ | -0,1 % |
| Cornerstone Wealth Advisors, Inc. | 227.056.241 $ | +16.650.179 $ | +7,9 % | 210.406.062 $ | +4.955.949 $ | +2,4 % | 205.450.113 $ | +6.256.720 $ | +3,1 % | 199.193.393 $ | +11.779.939 $ | +6,3 % |
| Moisand Fitzgerald Tamayo, LLC | 223.640.860 $ | +9.717.434 $ | +4,5 % | 213.923.426 $ | +10.960.115 $ | +5,4 % | 202.963.311 $ | +10.317.157 $ | +5,4 % | 192.646.154 $ | +10.747.899 $ | +5,9 % |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 222.975.570 $ | +10.804.237 $ | +5,1 % | 212.171.333 $ | -1.893.746 $ | -0,9 % | 214.065.079 $ | -5.227.317 $ | -2,4 % | 219.292.396 $ | -2.364.089 $ | -1,1 % |
| World Investment Advisors | 222.297.283 $ | +52.103.583 $ | +30,6 % | 170.193.700 $ | +25.658.758 $ | +17,8 % | 144.534.942 $ | +10.615.196 $ | +7,9 % | |||
| PARK AVENUE SECURITIES LLC | 221.317.000 $ | +45.172.000 $ | +25,6 % | 176.145.000 $ | -18.518.000 $ | -9,5 % | 194.663.000 $ | +4.218.000 $ | +2,2 % | 190.445.000 $ | +29.120.000 $ | +18,1 % |
| Black Diamond Financial, LLC | 221.230.897 $ | +57.589.941 $ | +35,2 % | 163.640.956 $ | +2.774.912 $ | +1,7 % | 160.866.044 $ | +11.985.668 $ | +8,1 % | 148.880.376 $ | +31.316.082 $ | +26,6 % |
| Hanson & Doremus Investment Management | 221.045.000 $ | +28.745.000 $ | +14,9 % | 192.300.000 $ | -6.609.000 $ | -3,3 % | 198.909.000 $ | +16.709.000 $ | +9,2 % | 182.200.000 $ | +14.925.000 $ | +8,9 % |
| Visionary Wealth Advisors | 220.974.335 $ | +26.017.446 $ | +13,3 % | 194.956.889 $ | +5.030.513 $ | +2,6 % | 189.926.376 $ | +12.102.901 $ | +6,8 % | 177.823.475 $ | +33.357.357 $ | +23,1 % |
| NEPC LLC | 220.526.031 $ | +9.043.429 $ | +4,3 % | 211.482.602 $ | +10.897.382 $ | +5,4 % | 200.585.220 $ | +76.828.421 $ | +62,1 % | 123.756.799 $ | -9.950.101 $ | -7,4 % |
| Thrive Wealth Management, LLC | 219.425.727 $ | +34.125.265 $ | +18,4 % | 185.300.462 $ | -5.737.260 $ | -3,0 % | 191.037.722 $ | +4.359.751 $ | +2,3 % | 186.677.971 $ | +11.758.672 $ | +6,7 % |
| Resonant Capital Advisors, LLC | 210.265.281 $ | +4.196.695 $ | +2,0 % | 206.068.586 $ | -11.698.231 $ | -5,4 % | 217.766.817 $ | +15.212.824 $ | +7,5 % | 202.553.993 $ | +8.269.942 $ | +4,3 % |
| CVA Family Office, LLC | 216.958.969 $ | +17.918.171 $ | +9,0 % | 199.040.798 $ | +21.498.812 $ | +12,1 % | 177.541.986 $ | +14.928.782 $ | +9,2 % | 162.613.204 $ | +11.171.451 $ | +7,4 % |
| Focus Partners Advisor Solutions, LLC | 214.772.806 $ | +30.748.512 $ | +16,7 % | 184.024.294 $ | -8.267.644 $ | -4,3 % | 192.291.938 $ | -10.059.360 $ | -5,0 % | 202.351.298 $ | +20.834.673 $ | +11,5 % |
| HARBOUR INVESTMENTS, INC. | 214.629.045 $ | +27.383.656 $ | +14,6 % | 187.245.389 $ | +26.312.212 $ | +16,3 % | 160.933.177 $ | -17.092.931 $ | -9,6 % | 178.026.108 $ | +15.681.421 $ | +9,7 % |
| Bangor Savings Bank | 214.096.457 $ | +13.491.622 $ | +6,7 % | 200.604.835 $ | -2.893.532 $ | -1,4 % | 203.498.367 $ | +5.856.333 $ | +3,0 % | 197.642.034 $ | +10.568.675 $ | +5,6 % |
| Perigon Wealth Management, LLC | 213.675.170 $ | +32.232.403 $ | +17,8 % | 181.442.767 $ | ||||||||
| Northwest Quadrant Wealth Management, LLC | 213.466.404 $ | +27.045.759 $ | +14,5 % | 186.420.645 $ | -766.157 $ | -0,4 % | 187.186.802 $ | +5.633.766 $ | +3,1 % | 181.553.036 $ | +24.376.275 $ | +15,5 % |
| EXENCIAL WEALTH ADVISORS, LLC | 213.391.268 $ | +15.356.981 $ | +7,8 % | 198.034.287 $ | +8.119.216 $ | +4,3 % | 189.915.071 $ | +12.035.431 $ | +6,8 % | |||
| Compound Planning, Inc. | 210.574.612 $ | +29.347.369 $ | +16,2 % | 181.227.243 $ | -11.072.702 $ | -5,8 % | 192.299.945 $ | -9.271.454 $ | -4,6 % | 201.571.399 $ | +42.164.851 $ | +26,5 % |
| Savvy Advisors, Inc. | 208.830.975 $ | +29.875.242 $ | +16,7 % | 178.955.733 $ | +36.740.006 $ | +25,8 % | 142.215.727 $ | +36.263.981 $ | +34,2 % | 105.951.746 $ | +24.207.736 $ | +29,6 % |
| PRINCIPAL SECURITIES, INC. | 207.531.924 $ | +17.103.801 $ | +9,0 % | 190.428.123 $ | +20.709.312 $ | +12,2 % | 169.718.811 $ | +9.706.108 $ | +6,1 % | 160.012.703 $ | +9.872.002 $ | +6,6 % |
| Dynamic Advisor Solutions LLC | 207.513.882 $ | +34.294.376 $ | +19,8 % | 173.219.506 $ | +17.795.256 $ | +11,4 % | 155.424.250 $ | -8.450.418 $ | -5,2 % | 163.874.668 $ | +1.058.263 $ | +0,6 % |
| Keystone Financial Planning, Inc. | 198.198.582 $ | -9.311.960 $ | -4,5 % | 207.510.542 $ | +41.895.072 $ | +25,3 % | 165.615.470 $ | -2.300.113 $ | -1,4 % | 167.915.583 $ | -163.784 $ | -0,1 % |
| Summit Financial, LLC | 206.698.487 $ | +31.525.672 $ | +18,0 % | 175.172.815 $ | +21.828.991 $ | +14,2 % | 153.343.824 $ | +15.290.318 $ | +11,1 % | 138.053.506 $ | +34.020.416 $ | +32,7 % |
| Mountain Capital Investment Advisors Inc. | 206.480.361 $ | +7.102.445 $ | +3,6 % | 199.377.916 $ | +42.514.718 $ | +27,1 % | 156.863.198 $ | +18.502.671 $ | +13,4 % | 138.360.527 $ | ||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 206.455.887 $ | +20.483.714 $ | +11,0 % | 185.972.173 $ | +10.902.869 $ | +6,2 % | 175.069.304 $ | +3.546.945 $ | +2,1 % | 171.522.359 $ | +5.802.713 $ | +3,5 % |
| Alesco Advisors, LLC, An ESL Co | 206.392.331 $ | +13.072.865 $ | +6,8 % | 193.319.466 $ | +7.949.864 $ | +4,3 % | 185.369.602 $ | +5.132.874 $ | +2,8 % | 180.236.728 $ | +8.433.424 $ | +4,9 % |
| MARSHALL FINANCIAL GROUP INC /ADV | 205.174.759 $ | +14.424.031 $ | +7,6 % | |||||||||
| Bell Investment Advisors, Inc | 205.162.818 $ | +19.980.280 $ | +10,8 % | 185.182.538 $ | +1.770.223 $ | +1,0 % | 183.412.315 $ | +4.652.034 $ | +2,6 % | 178.760.281 $ | +7.488.473 $ | +4,4 % |
| Chicago Partners Investment Group LLC | 204.791.544 $ | +22.069.021 $ | +12,1 % | 182.722.523 $ | +15.684.383 $ | +9,4 % | 167.038.140 $ | +14.527.635 $ | +9,5 % | 152.510.505 $ | +16.152.466 $ | +11,8 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 14.791.563 $ | +660.960 $ | +4,7 % | 14.130.603 $ | -190.632.066 $ | -93,1 % | 204.762.669 $ | +25.723.992 $ | +14,4 % | 179.038.677 $ | +21.628.619 $ | +13,7 % |
| CIBC WORLD MARKET INC. | 203.763.578 $ | +8.780.524 $ | +4,5 % | 194.983.054 $ | +1.622.923 $ | +0,8 % | 193.360.131 $ | +47.161.921 $ | +32,3 % | 146.198.210 $ | +68.332.456 $ | +87,8 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 200.452.109 $ | +26.411.087 $ | +15,2 % | 174.041.022 $ | -25.238 $ | -0,0 % | 174.066.260 $ | -1.083.204 $ | -0,6 % | 175.149.464 $ | +22.310.444 $ | +14,6 % |
| MCF Advisors LLC | 197.689.470 $ | +46.338.999 $ | +30,6 % | 151.350.471 $ | +49.067.700 $ | +48,0 % | 102.282.771 $ | +11.702.046 $ | +12,9 % | 90.580.725 $ | +6.696.630 $ | +8,0 % |
| Courage Miller Partners, LLC | 197.114.283 $ | +20.070.107 $ | +11,3 % | 177.044.176 $ | +571.694 $ | +0,3 % | 176.472.482 $ | -1.454.378 $ | -0,8 % | 177.926.860 $ | +9.218.377 $ | +5,5 % |
| Compass Financial Group, INC/SD | 196.544.624 $ | +46.596.617 $ | +31,1 % | 149.948.007 $ | +12.524.474 $ | +9,1 % | 137.423.533 $ | +14.075.241 $ | +11,4 % | 123.348.292 $ | +15.026.438 $ | +13,9 % |
| Summit Financial Strategies, Inc. | 152.515.772 $ | +1.842.256 $ | +1,2 % | 150.673.516 $ | -30.242.048 $ | -16,7 % | 180.915.564 $ | -15.538.405 $ | -7,9 % | 196.453.969 $ | +5.422.996 $ | +2,8 % |
| VALLEY NATIONAL ADVISERS INC | 194.777.281 $ | +29.103.281 $ | +17,6 % | 165.674.000 $ | -1.999.000 $ | -1,2 % | 167.673.000 $ | +8.179.000 $ | +5,1 % | 159.494.000 $ | +11.643.000 $ | +7,9 % |
| Midwest Trust Co | 194.772.566 $ | +19.949.440 $ | +11,4 % | 174.823.126 $ | -6.605.770 $ | -3,6 % | 181.428.896 $ | +21.499.638 $ | +13,4 % | 159.929.258 $ | +7.021.095 $ | +4,6 % |
| RiverFront Investment Group, LLC | 192.726.629 $ | +493.449 $ | +0,3 % | 192.233.180 $ | -1.383.854 $ | -0,7 % | 193.617.034 $ | -809.628 $ | -0,4 % | 194.426.662 $ | +4.003.063 $ | +2,1 % |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 194.007.254 $ | +28.160.800 $ | +17,0 % | 165.846.454 $ | -10.110.743 $ | -5,7 % | 175.957.197 $ | +4.940.186 $ | +2,9 % | 171.017.011 $ | +12.963.248 $ | +8,2 % |
| BALLAST ADVISORS LLC | 194.005.623 $ | +45.097.984 $ | +30,3 % | 148.907.639 $ | -18.958.111 $ | -11,3 % | 167.865.750 $ | +1.816.912 $ | +1,1 % | 166.048.838 $ | +10.871.940 $ | +7,0 % |
| Belpointe Asset Management LLC | 193.496.130 $ | +23.273.493 $ | +13,7 % | 170.222.637 $ | -9.779.801 $ | -5,4 % | 180.002.438 $ | +9.382.983 $ | +5,5 % | 170.619.455 $ | +22.364.799 $ | +15,1 % |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 193.055.205 $ | +18.384.073 $ | +10,5 % | 174.671.132 $ | +1.929.029 $ | +1,1 % | 172.742.103 $ | +6.750.440 $ | +4,1 % | 165.991.663 $ | -7.526.863 $ | -4,3 % |
| Jasper Ridge Partners, L.P. | 171.447.804 $ | +15.117.334 $ | +9,7 % | 156.330.470 $ | -36.143.897 $ | -18,8 % | 192.474.367 $ | -2.037.507 $ | -1,0 % | |||
| DAVENPORT & Co LLC | 192.195.144 $ | +41.090.548 $ | +27,2 % | 151.104.596 $ | +9.271.642 $ | +6,5 % | 141.832.954 $ | +11.917.897 $ | +9,2 % | 129.915.057 $ | +23.220.290 $ | +21,8 % |
| SIMS INVESTMENT MANAGEMENT, LLC | 191.444.602 $ | +28.110.024 $ | +17,2 % | 163.334.578 $ | -8.602.892 $ | -5,0 % | 171.937.470 $ | +3.829.606 $ | +2,3 % | 168.107.864 $ | +15.308.488 $ | +10,0 % |
| Legacy Financial Strategies, LLC | 191.356.248 $ | +26.789.513 $ | +16,3 % | 164.566.735 $ | -9.705.951 $ | -5,6 % | 174.272.686 $ | -1.425.681 $ | -0,8 % | 175.698.367 $ | +14.685.280 $ | +9,1 % |
| Curi Capital, LLC | 189.420.667 $ | +1.081.114 $ | +0,6 % | 188.339.553 $ | -1.850.298 $ | -1,0 % | 190.189.851 $ | +1.857.882 $ | +1,0 % | 188.331.969 $ | +4.170.242 $ | +2,3 % |
| WADDELL & ASSOCIATES, LLC | 188.216.469 $ | +26.943.137 $ | +16,7 % | 161.273.332 $ | +3.785.188 $ | +2,4 % | 157.488.144 $ | +4.370.668 $ | +2,9 % | 153.117.476 $ | +16.474.409 $ | +12,1 % |
| DUMAC, INC. | 187.760.922 $ | +17.364.713 $ | +10,2 % | 170.396.209 $ | +6.477.769 $ | +4,0 % | 163.918.440 $ | |||||
| Baird Financial Group, Inc. | 182.806.269 $ | +20.211.973 $ | +12,4 % | 162.594.296 $ | +5.159.119 $ | +3,3 % | 157.435.177 $ | -29.843.859 $ | -15,9 % | 187.279.036 $ | -6.751.558 $ | -3,5 % |
| Avidian Wealth Enterprises, LLC | 185.873.797 $ | +8.943.000 $ | +5,1 % | 176.930.797 $ | +3.869.023 $ | +2,2 % | 173.061.774 $ | +1.342.007 $ | +0,8 % | 171.719.767 $ | +43.014.327 $ | +33,4 % |
| Noble Family Wealth, LLC | 183.816.693 $ | +24.467.484 $ | +15,4 % | 159.349.209 $ | +8.235.887 $ | +5,5 % | 151.113.322 $ | +4.187.079 $ | +2,8 % | 146.926.243 $ | +12.659.713 $ | +9,4 % |
| CITADEL ADVISORS LLC | 116.360.960 $ | -6.429.566 $ | -5,2 % | 122.790.526 $ | -59.522.016 $ | -32,6 % | 182.312.542 $ | +64.508.630 $ | +54,8 % | 117.803.912 $ | +31.372.969 $ | +36,3 % |
| GHP Investment Advisors, Inc. | 181.264.914 $ | +19.732.791 $ | +12,2 % | 161.532.123 $ | -365.878 $ | -0,2 % | 161.898.001 $ | +4.283.823 $ | +2,7 % | 157.614.178 $ | +10.422.639 $ | +7,1 % |
| Northeast Financial Group, Inc. | 179.916.502 $ | +626.735 $ | +0,3 % | 179.289.767 $ | +12.275.580 $ | +7,4 % | 167.014.187 $ | +21.998.653 $ | +15,2 % | |||
| IFP Advisors, Inc | 178.445.439 $ | +26.029.099 $ | +17,1 % | 152.416.340 $ | -4.363.752 $ | -2,8 % | 156.780.092 $ | +13.680.374 $ | +9,6 % | 143.099.718 $ | +7.641.438 $ | +5,6 % |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 178.193.565 $ | +25.641.650 $ | +16,8 % | 152.551.915 $ | +4.920.499 $ | +3,3 % | 147.631.416 $ | +7.466.008 $ | +5,3 % | 140.165.408 $ | +15.223.454 $ | +12,2 % |
| Financial Advisors, LLC | 177.187.111 $ | +7.535.530 $ | +4,4 % | |||||||||
| HT Partners LLC | 175.974.862 $ | +20.603.892 $ | +13,3 % | 155.370.970 $ | -4.391.129 $ | -2,7 % | 159.762.099 $ | +3.022.753 $ | +1,9 % | 156.739.346 $ | +12.635.540 $ | +8,8 % |
| Auto-Owners Insurance Co | 142.583.250 $ | -32.154.950 $ | -18,4 % | 174.738.200 $ | +10.082.800 $ | +6,1 % | 164.655.400 $ | +48.521.005 $ | +41,8 % | 116.134.395 $ | -217.693.250 $ | -65,2 % |
| Sequoia Financial Advisors, LLC | 174.685.588 $ | +15.076.995 $ | +9,4 % | 159.608.593 $ | -6.467.147 $ | -3,9 % | 166.075.740 $ | +3.556.769 $ | +2,2 % | 162.518.971 $ | +25.589.302 $ | +18,7 % |
| Towercrest Capital Management | 174.015.187 $ | +16.739.430 $ | +10,6 % | 157.275.757 $ | -3.655.421 $ | -2,3 % | 160.931.178 $ | -2.893.961 $ | -1,8 % | 163.825.139 $ | +7.622.991 $ | +4,9 % |
| Alliance Wealth Management Group | 174.015.187 $ | +16.739.430 $ | +10,6 % | 157.275.757 $ | -3.655.421 $ | -2,3 % | 160.931.178 $ | -2.893.961 $ | -1,8 % | 163.825.139 $ | +7.622.991 $ | +4,9 % |
| Rockefeller Capital Management L.P. | 173.790.400 $ | +20.492.952 $ | +13,4 % | 153.297.448 $ | +9.845.866 $ | +6,9 % | 143.451.582 $ | +21.653.332 $ | +17,8 % | 121.798.250 $ | -50.981.998 $ | -29,5 % |
| Pure Financial Advisors, LLC | 171.029.531 $ | +14.903.474 $ | +9,5 % | 156.126.057 $ | +2.472.730 $ | +1,6 % | 153.653.327 $ | +2.493.608 $ | +1,6 % | 151.159.719 $ | +7.326.216 $ | +5,1 % |
| Seneca Financial Advisors LLC | 170.010.648 $ | +24.942.876 $ | +17,2 % | 145.067.772 $ | +9.464.008 $ | +7,0 % | 135.603.764 $ | +28.402.235 $ | +26,5 % | 107.201.529 $ | +8.658.245 $ | +8,8 % |
| Asset Allocation Strategies LLC | 168.087.614 $ | +16.315.194 $ | +10,7 % | 151.772.420 $ | +5.033.241 $ | +3,4 % | 146.739.179 $ | +8.522.584 $ | +6,2 % | 138.216.595 $ | +15.229.322 $ | +12,4 % |
| HRC WEALTH MANAGEMENT, LLC | 167.397.528 $ | +20.487.456 $ | +13,9 % | 146.910.072 $ | -6.045.064 $ | -4,0 % | 152.955.136 $ | +2.142.452 $ | +1,4 % | 150.812.684 $ | +11.392.515 $ | +8,2 % |
| BESSEMER GROUP INC | 167.268.000 $ | +22.911.000 $ | +15,9 % | 144.357.000 $ | +5.261.000 $ | +3,8 % | 139.096.000 $ | -2.834.000 $ | -2,0 % | 141.930.000 $ | +8.220.000 $ | +6,1 % |
| Orion Porfolio Solutions, LLC | 118.032.329 $ | +2.910.228 $ | +2,5 % | 115.122.101 $ | -51.137.985 $ | -30,8 % | 166.260.086 $ | +20.675.497 $ | +14,2 % | 145.584.589 $ | +11.485.180 $ | +8,6 % |
| Arax Advisory Partners | 165.947.051 $ | +112.711.133 $ | +211,7 % | 53.235.918 $ | -19.084.291 $ | -26,4 % | 72.320.209 $ | -38.335.381 $ | -34,6 % | 110.655.590 $ | +39.070.401 $ | +54,6 % |
| NORTH STAR ASSET MANAGEMENT INC | 165.752.461 $ | +25.820.062 $ | +18,5 % | 139.932.399 $ | -1.040.191 $ | -0,7 % | 140.972.590 $ | +3.535.928 $ | +2,6 % | 137.436.662 $ | +10.085.766 $ | +7,9 % |
| Christensen, King & Associates Investment Services, Inc. | 165.327.803 $ | +13.812.591 $ | +9,1 % | 151.515.212 $ | +121.014 $ | +0,1 % | 151.394.198 $ | +882.112 $ | +0,6 % | 150.512.086 $ | +7.762.737 $ | +5,4 % |
| IMA Advisory Services, Inc. | 163.684.607 $ | +32.230.113 $ | +24,5 % | 131.454.494 $ | +1.174.367 $ | +0,9 % | 130.280.127 $ | -1.034.931 $ | -0,8 % | 131.315.058 $ | -52.902.567 $ | -28,7 % |
| NewEdge Advisors, LLC | 163.276.328 $ | +31.060.664 $ | +23,5 % | 132.215.664 $ | -2.170.707 $ | -1,6 % | 134.386.371 $ | +9.643.088 $ | +7,7 % | 124.743.283 $ | +18.759.894 $ | +17,7 % |
| WBH ADVISORY INC | 162.133.142 $ | +19.690.456 $ | +13,8 % | 142.442.686 $ | -5.202.706 $ | -3,5 % | 147.645.392 $ | +6.532.544 $ | +4,6 % | 141.112.848 $ | +12.987.510 $ | +10,1 % |
| Matrix Trust Co | 162.049.000 $ | +14.137.000 $ | +9,6 % | 147.912.000 $ | +5.266.000 $ | +3,7 % | 142.646.000 $ | +1.116.000 $ | +0,8 % | 141.530.000 $ | +4.248.000 $ | +3,1 % |
| Marquette Asset Management, LLC | 161.177.283 $ | +23.448.690 $ | +17,0 % | 137.728.593 $ | -15.845.847 $ | -10,3 % | 153.574.440 $ | +1.486.644 $ | +1,0 % | 152.087.796 $ | +5.889.188 $ | +4,0 % |
| Avior Wealth Management, LLC | 159.943.911 $ | -830.224 $ | -0,5 % | 160.774.135 $ | +33.457.086 $ | +26,3 % | 127.317.049 $ | +5.180.622 $ | +4,2 % | 122.136.427 $ | +6.337.688 $ | +5,5 % |
| FLC Capital Advisors | 160.287.070 $ | +16.798.573 $ | +11,7 % | 143.488.497 $ | +3.217.257 $ | +2,3 % | 140.271.240 $ | +8.198.534 $ | +6,2 % | 132.072.706 $ | +5.879.533 $ | +4,7 % |
| Pacific Sage Partners, LLC | 159.708.913 $ | +17.705.914 $ | +12,5 % | 142.002.999 $ | +9.725.679 $ | +7,4 % | 132.277.320 $ | +8.463.482 $ | +6,8 % | 123.813.838 $ | +6.088.610 $ | +5,2 % |
| BIP Wealth, LLC | 157.563.567 $ | +95.794.173 $ | +155,1 % | 61.769.394 $ | -2.945.380 $ | -4,6 % | 64.714.774 $ | +59.107.732 $ | +1.054,2 % | 5.607.042 $ | +2.927.154 $ | +109,2 % |
| Meridian Wealth Partners, LLC | 156.633.338 $ | +21.570.241 $ | +16,0 % | 135.063.097 $ | -1.748.926 $ | -1,3 % | 136.812.023 $ | +1.210.309 $ | +0,9 % | 135.601.714 $ | +20.155.014 $ | +17,5 % |
| Asset Advisors Investment Management, LLC | 155.653.128 $ | +6.911.829 $ | +4,6 % | 148.741.299 $ | +3.420.616 $ | +2,4 % | 145.320.683 $ | -1.535.941 $ | -1,0 % | 146.856.624 $ | +5.035.713 $ | +3,6 % |
| Northwest Bancshares, Inc. | 109.396.342 $ | -3.159.221 $ | -2,8 % | 112.555.563 $ | -779.652 $ | -0,7 % | 113.335.215 $ | -42.002.015 $ | -27,0 % | 155.337.230 $ | +11.988.881 $ | +8,4 % |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 78.477.094 $ | -75.070.589 $ | -48,9 % | 153.547.683 $ | +469.922 $ | +0,3 % | 153.077.761 $ | +28.334.296 $ | +22,7 % | 124.743.465 $ | +124.332.594 $ | +30.260,7 % |
| Valmark Advisers, Inc. | 148.447.644 $ | +8.390.606 $ | +6,0 % | 140.057.038 $ | -12.646.379 $ | -8,3 % | 152.703.417 $ | +6.516.364 $ | +4,5 % | 146.187.053 $ | +12.773.938 $ | +9,6 % |
| Glassman Wealth Services | 152.127.126 $ | +14.372.122 $ | +10,4 % | 137.755.004 $ | +3.409.600 $ | +2,5 % | 134.345.404 $ | +4.103.437 $ | +3,2 % | 130.241.967 $ | +9.576.690 $ | +7,9 % |
| Cerity Partners OCIO LLC | 148.950.115 $ | -1.361.314 $ | -0,9 % | 150.311.429 $ | +32.998.822 $ | +28,1 % | 117.312.607 $ | -30.909.699 $ | -20,9 % | 148.222.306 $ | +1.484.974 $ | +1,0 % |
| Financial Management Professionals, Inc. | 149.934.241 $ | +13.415.790 $ | +9,8 % | 136.518.451 $ | +339.124 $ | +0,2 % | 136.179.327 $ | -5.615.345 $ | -4,0 % | 141.794.672 $ | +1.879.976 $ | +1,3 % |
| MISSION WEALTH MANAGEMENT, LP | 149.811.670 $ | +93.177.899 $ | +164,5 % | 56.633.771 $ | -5.306.557 $ | -8,6 % | 61.940.328 $ | -6.453.239 $ | -9,4 % | 68.393.567 $ | +5.553.306 $ | +8,8 % |
| Nadler Financial Group, Inc. | 149.656.582 $ | +19.536.901 $ | +15,0 % | 130.119.681 $ | -19.646.091 $ | -13,1 % | 149.765.772 $ | +4.216.044 $ | +2,9 % | 145.549.728 $ | +12.190.328 $ | +9,1 % |
| BCS Wealth Management | 90.906.654 $ | +11.989.933 $ | +15,2 % | 78.916.721 $ | -70.787.811 $ | -47,3 % | 149.704.532 $ | +77.836.188 $ | +108,3 % | 71.868.344 $ | +747.344 $ | +1,1 % |
| Brookstone Capital Management | 149.229.003 $ | +72.943.319 $ | +95,6 % | 76.285.684 $ | +8.451.454 $ | +12,5 % | 67.834.230 $ | -44.121 $ | -0,1 % | 67.878.351 $ | +3.574.569 $ | +5,6 % |
| Ethos Financial Group, LLC | 140.185.963 $ | -2.350.740 $ | -1,6 % | 142.536.703 $ | -5.846.003 $ | -3,9 % | 148.382.706 $ | +1.277.548 $ | +0,9 % | 147.105.158 $ | +12.186.867 $ | +9,0 % |
| Truepoint, Inc. | 148.016.295 $ | +8.390.328 $ | +6,0 % | 139.625.967 $ | -1.257.581 $ | -0,9 % | 140.883.548 $ | -14.842 $ | -0,0 % | 140.898.390 $ | +5.935.019 $ | +4,4 % |
| Modera Wealth Management, LLC | 147.431.360 $ | +13.093.418 $ | +9,7 % | 134.337.942 $ | -12.562.827 $ | -8,6 % | 146.900.769 $ | -963.633 $ | -0,7 % | 147.864.402 $ | +7.063.330 $ | +5,0 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 147.466.695 $ | +14.248.459 $ | +10,7 % | 133.218.236 $ | +9.216.441 $ | +7,4 % | 124.001.795 $ | +4.317.980 $ | +3,6 % | 119.683.815 $ | +11.844.299 $ | +11,0 % |
| Morton Brown Family Wealth, LLC | 147.166.538 $ | +24.143.897 $ | +19,6 % | 123.022.641 $ | +384.844 $ | +0,3 % | 122.637.797 $ | +4.658.098 $ | +3,9 % | 117.979.699 $ | +8.312.140 $ | +7,6 % |
| RKL Wealth Management LLC | 145.881.338 $ | +18.585.273 $ | +14,6 % | 127.296.065 $ | -17.557.478 $ | -12,1 % | 144.853.543 $ | +1.111.915 $ | +0,8 % | 143.741.628 $ | -704.218 $ | -0,5 % |
| LVW Advisors, LLC | 116.236.861 $ | +2.480.176 $ | +2,2 % | 113.756.685 $ | -30.978.000 $ | -21,4 % | 144.734.685 $ | -171.319 $ | -0,1 % | 144.906.004 $ | -19.902.885 $ | -12,1 % |
| Accredited Investors Inc. | 144.797.178 $ | +16.643.514 $ | +13,0 % | 128.153.664 $ | -8.154.938 $ | -6,0 % | 136.308.602 $ | -3.640.934 $ | -2,6 % | 139.949.536 $ | -1.973.813 $ | -1,4 % |
| L2 Asset Management, LLC | 79.586.015 $ | -64.950.477 $ | -44,9 % | 144.536.492 $ | +76.459.086 $ | +112,3 % | 68.077.406 $ | +14.830.287 $ | +27,9 % | 53.247.119 $ | +10.406.144 $ | +24,3 % |
| Financial Solutions Advisory Group, Inc. | 143.865.485 $ | +17.120.373 $ | +13,5 % | 126.745.112 $ | ||||||||
| Janney Montgomery Scott LLC | 140.913.000 $ | +44.493.000 $ | +46,1 % | 96.420.000 $ | +9.403.000 $ | +10,8 % | 87.017.000 $ | +4.174.000 $ | +5,0 % | 82.843.000 $ | +4.341.000 $ | +5,5 % |
| Koshinski Asset Management, Inc. | 140.643.494 $ | +20.656.342 $ | +17,2 % | 119.987.152 $ | -5.021.756 $ | -4,0 % | 125.008.908 $ | +2.627.391 $ | +2,1 % | 122.381.517 $ | +6.432.402 $ | +5,5 % |
| Warwick Investment Management, Inc. | 140.501.227 $ | +18.092.115 $ | +14,8 % | 122.409.112 $ | -2.496.940 $ | -2,0 % | 124.906.052 $ | +2.681.540 $ | +2,2 % | 122.224.512 $ | -8.902.044 $ | -6,8 % |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 139.868.859 $ | +36.778.414 $ | +35,7 % | 103.090.445 $ | +1.249.379 $ | +1,2 % | 101.841.066 $ | +7.205.873 $ | +7,6 % | 94.635.193 $ | +8.034.420 $ | +9,3 % |
| Richardson Capital Management LLC | 139.623.402 $ | +16.433.398 $ | +13,3 % | 123.190.004 $ | -4.851.104 $ | -3,8 % | 128.041.108 $ | -8.146.222 $ | -6,0 % | 136.187.330 $ | -15.005.723 $ | -9,9 % |
| Fortis Capital Advisors, LLC | 138.098.031 $ | +15.700.510 $ | +12,8 % | 122.397.521 $ | -11.394.371 $ | -8,5 % | 133.791.892 $ | +7.014.702 $ | +5,5 % | 126.777.190 $ | +13.674.256 $ | +12,1 % |
| Bogart Wealth, LLC | 137.800.672 $ | +11.064.538 $ | +8,7 % | 126.736.134 $ | +4.754.882 $ | +3,9 % | 121.981.252 $ | +3.504.240 $ | +3,0 % | 118.477.012 $ | +4.476.755 $ | +3,9 % |
| Ausdal Financial Partners, Inc. | 137.553.144 $ | +20.252.892 $ | +17,3 % | 117.300.252 $ | -442.982 $ | -0,4 % | 117.743.234 $ | +1.009.429 $ | +0,9 % | 116.733.805 $ | +10.586.326 $ | +10,0 % |
| PURE PORTFOLIOS HOLDINGS LLC | 135.151.699 $ | +4.481.421 $ | +3,4 % | 130.670.278 $ | +8.646.257 $ | +7,1 % | ||||||
| 93 Financial Group, LLC | 134.896.792 $ | +16.406.439 $ | +13,8 % | 118.490.353 $ | -1.041.098 $ | -0,9 % | 119.531.451 $ | |||||
| Clearwater Capital Advisors, LLC | 87.760.215 $ | +9.524.476 $ | +12,2 % | 78.235.739 $ | -7.072.744 $ | -8,3 % | 85.308.483 $ | -48.955.048 $ | -36,5 % | 134.263.531 $ | +8.524.705 $ | +6,8 % |
| FIFTH THIRD BANCORP | 133.954.302 $ | +11.927.114 $ | +9,8 % | 122.027.188 $ | +39.328.177 $ | +47,6 % | 82.699.011 $ | -2.917.411 $ | -3,4 % | 85.616.422 $ | -1.874.195 $ | -2,1 % |
| Schneider Downs Wealth Management Advisors, LP | 133.894.061 $ | +19.253.624 $ | +16,8 % | 114.640.437 $ | -5.068.387 $ | -4,2 % | 119.708.824 $ | +3.030.241 $ | +2,6 % | 116.678.583 $ | +3.239.157 $ | +2,9 % |
| Lutz Financial Services LLC | 133.258.958 $ | +12.838.501 $ | +10,7 % | 120.420.457 $ | +7.836.433 $ | +7,0 % | 112.584.024 $ | +5.343.095 $ | +5,0 % | 107.240.929 $ | +7.525.052 $ | +7,5 % |
| GREENWOOD GEARHART LLC | 113.724.827 $ | +19.707.629 $ | +21,0 % | 94.017.198 $ | -36.109.899 $ | -27,7 % | 130.127.097 $ | -2.740.344 $ | -2,1 % | 132.867.441 $ | +12.414.251 $ | +10,3 % |
| Garde Capital, Inc. | 131.518.508 $ | +53.023.853 $ | +67,6 % | 78.494.655 $ | -5.532.814 $ | -6,6 % | 84.027.469 $ | -31.443.023 $ | -27,2 % | 115.470.492 $ | +9.437.347 $ | +8,9 % |
| ZynergyRetirementPlanningLLC | 131.350.723 $ | +12.079.184 $ | +10,1 % | 119.271.539 $ | +2.879.924 $ | +2,5 % | 116.391.615 $ | +3.183.252 $ | +2,8 % | 113.208.363 $ | +5.374.235 $ | +5,0 % |
| Milestone Investment Advisors LLC | 129.442.349 $ | +14.945.464 $ | +13,1 % | 114.496.885 $ | -3.282.375 $ | -2,8 % | 117.779.260 $ | +947.239 $ | +0,8 % | 116.832.021 $ | +7.909.738 $ | +7,3 % |
| Jaffetilchin Investment Partners, LLC | 126.019.850 $ | -2.796.401 $ | -2,2 % | 128.816.251 $ | +2.987.675 $ | +2,4 % | 125.828.576 $ | +9.233.107 $ | +7,9 % | |||
| EVERMAY WEALTH MANAGEMENT LLC | 128.651.333 $ | +10.200.452 $ | +8,6 % | 118.450.881 $ | -7.455.505 $ | -5,9 % | 125.906.386 $ | +1.230.721 $ | +1,0 % | 124.675.665 $ | +6.782.254 $ | +5,8 % |
| Opes Wealth Management LLC | 127.932.819 $ | +2.580.650 $ | +2,1 % | 125.352.169 $ | +4.955.061 $ | +4,1 % | 120.397.108 $ | +8.772.249 $ | +7,9 % | |||
| MYECFO, LLC | 126.929.970 $ | +13.950.757 $ | +12,3 % | 112.979.213 $ | +678.377 $ | +0,6 % | 112.300.836 $ | +4.559.388 $ | +4,2 % | 107.741.448 $ | +6.336.826 $ | +6,2 % |
| Wealthcare Advisory Partners LLC | 126.710.127 $ | +24.622.352 $ | +24,1 % | 102.087.775 $ | -2.161.792 $ | -2,1 % | 104.249.567 $ | -16.531.051 $ | -13,7 % | 120.780.618 $ | +5.691.529 $ | +4,9 % |
| MANCHESTER FINANCIAL INC | 126.641.443 $ | +9.646.997 $ | +8,2 % | 116.994.446 $ | -4.358.112 $ | -3,6 % | 121.352.558 $ | +663.462 $ | +0,5 % | 120.689.096 $ | -1.423.948 $ | -1,2 % |
| Equitable Holdings, Inc. | 125.270.800 $ | +21.307.564 $ | +20,5 % | 103.963.236 $ | +6.767.598 $ | +7,0 % | 97.195.638 $ | -6.089.923 $ | -5,9 % | 103.285.561 $ | -2.865.151 $ | -2,7 % |
| WELLINGTON MANAGEMENT GROUP LLP | 122.972.884 $ | |||||||||||
| Mutual Advisors, LLC | 116.567.205 $ | -3.448.354 $ | -2,9 % | 120.015.559 $ | -702.278 $ | -0,6 % | 120.717.837 $ | +5.484.751 $ | +4,8 % | |||
| FSA Investment Group, LLC | 120.622.870 $ | +19.764.692 $ | +19,6 % | 100.858.178 $ | +1.858.615 $ | +1,9 % | 98.999.563 $ | -1.722.654 $ | -1,7 % | 100.722.217 $ | +7.282.541 $ | +7,8 % |
| HOWARD FINANCIAL SERVICES, LTD. | 120.391.216 $ | +13.154.002 $ | +12,3 % | 107.237.214 $ | +8.452.545 $ | +8,6 % | 98.784.669 $ | +5.237.016 $ | +5,6 % | 93.547.653 $ | +10.426.604 $ | +12,5 % |
| Ballentine Partners, LLC | 119.847.970 $ | +13.747.484 $ | +13,0 % | 106.100.486 $ | -1.514.024 $ | -1,4 % | 107.614.510 $ | -547.447 $ | -0,5 % | 108.161.957 $ | +7.781.771 $ | +7,8 % |
| MOLLER WEALTH PARTNERS | 119.408.151 $ | +11.801.887 $ | +11,0 % | 107.606.264 $ | +7.246.428 $ | +7,2 % | 100.359.836 $ | +15.782 $ | +0,0 % | 100.344.054 $ | +7.098.930 $ | +7,6 % |
| Global Retirement Partners, LLC | 119.386.177 $ | +16.953.350 $ | +16,6 % | 102.432.827 $ | +57.095.286 $ | +125,9 % | 45.337.541 $ | +4.175.220 $ | +10,1 % | |||
| Riverpoint Wealth Management Holdings, LLC | 119.355.086 $ | +14.942.474 $ | +14,3 % | 104.412.612 $ | +3.835.095 $ | +3,8 % | 100.577.517 $ | +4.950.147 $ | +5,2 % | 95.627.370 $ | +7.620.422 $ | +8,7 % |
| Total Wealth Planning, LLC | 6.286.058 $ | -112.947.362 $ | -94,7 % | 119.233.420 $ | +9.804.546 $ | +9,0 % | ||||||
| SigFig Wealth Management, LLC | 119.204.001 $ | +18.804.816 $ | +18,7 % | 100.399.185 $ | +4.977.663 $ | +5,2 % | 95.421.522 $ | +8.570.214 $ | +9,9 % | 86.851.308 $ | +4.568.486 $ | +5,6 % |
| Curbstone Financial Management Corp | 117.483.819 $ | +12.635.583 $ | +12,1 % | 104.848.236 $ | +2.831.432 $ | +2,8 % | 102.016.804 $ | +4.227.144 $ | +4,3 % | 97.789.660 $ | +5.375.092 $ | +5,8 % |
| White & Co Financial Planning Inc | 117.414.372 $ | +15.153.160 $ | +14,8 % | 102.261.212 $ | +1.712.478 $ | +1,7 % | 100.548.734 $ | +1.124.265 $ | +1,1 % | 99.424.469 $ | +5.525.726 $ | +5,9 % |
| RATIONAL ADVISORS, INC. | 117.137.919 $ | +11.691.520 $ | +11,1 % | 105.446.399 $ | +62.786.096 $ | +147,2 % | 42.660.303 $ | -2.905.418 $ | -6,4 % | 45.565.721 $ | +211.328 $ | +0,5 % |
| Destination Wealth Management | 93.642.395 $ | -23.268.739 $ | -19,9 % | 116.911.134 $ | +35.130.201 $ | +43,0 % | 81.780.933 $ | +410.710 $ | +0,5 % | |||
| Tidal Investments LLC | 116.702.305 $ | +21.641.011 $ | +22,8 % | 95.061.294 $ | +26.853.197 $ | +39,4 % | 68.208.097 $ | -21.402.333 $ | -23,9 % | 89.610.430 $ | -7.938.853 $ | -8,1 % |
| BURKETT FINANCIAL SERVICES, LLC | 115.991.374 $ | +9.073.498 $ | +8,5 % | 106.917.876 $ | +429.380 $ | +0,4 % | 106.488.496 $ | +815.819 $ | +0,8 % | 105.672.677 $ | +5.534.995 $ | +5,5 % |
| Capital Advantage, Inc. | 115.638.478 $ | +9.896.630 $ | +9,4 % | 105.741.848 $ | +9.119.348 $ | +9,4 % | 96.622.500 $ | +8.705.765 $ | +9,9 % | 87.916.735 $ | +7.321.888 $ | +9,1 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 86.531.854 $ | -28.508.649 $ | -24,8 % | 115.040.503 $ | +30.214.067 $ | +35,6 % | 84.826.436 $ | +19.125.537 $ | +29,1 % | 65.700.899 $ | +3.157.792 $ | +5,0 % |
| Koesten, Hirschmann & Crabtree, INC. | 115.026.533 $ | +13.427.723 $ | +13,2 % | 101.598.810 $ | +443.143 $ | +0,4 % | 101.155.667 $ | -3.082.641 $ | -3,0 % | 104.238.308 $ | +6.226.497 $ | +6,4 % |
| KRM WEALTH MANAGEMENT L.L.C. | 114.495.439 $ | +18.598.098 $ | +19,4 % | 95.897.341 $ | +4.034.818 $ | +4,4 % | 91.862.523 $ | |||||
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 114.005.814 $ | +17.586.942 $ | +18,2 % | 96.418.872 $ | +7.915.498 $ | +8,9 % | 88.503.374 $ | -3.927.741 $ | -4,2 % | 92.431.115 $ | +6.454.412 $ | +7,5 % |
| XML Financial, LLC | 113.993.928 $ | +15.290.833 $ | +15,5 % | 98.703.095 $ | +2.698.429 $ | +2,8 % | 96.004.666 $ | -2.625.154 $ | -2,7 % | 98.629.820 $ | +6.683.705 $ | +7,3 % |
| Cape Investment Advisory, Inc. | 113.614.906 $ | +13.539.040 $ | +13,5 % | 100.075.866 $ | -277.699 $ | -0,3 % | 100.353.565 $ | +98.785.199 $ | +6.298,6 % | 1.568.366 $ | -86.759.198 $ | -98,2 % |
| Concurrent Investment Advisors, LLC | 113.320.855 $ | +27.308.016 $ | +31,7 % | 86.012.839 $ | +12.067.894 $ | +16,3 % | 73.944.945 $ | -6.501.469 $ | -8,1 % | 80.446.414 $ | +14.034.376 $ | +21,1 % |
| Lee Financial Co | 112.489.347 $ | +13.196.074 $ | +13,3 % | 99.293.273 $ | -1.723.267 $ | -1,7 % | 101.016.540 $ | +1.114.442 $ | +1,1 % | 99.902.098 $ | +6.003.051 $ | +6,4 % |
| FIRST NATIONAL CORP /MA/ /ADV | 111.479.166 $ | +8.288.930 $ | +8,0 % | |||||||||
| Ashford Advisors, LLC | 111.183.274 $ | +11.987.090 $ | +12,1 % | 99.196.184 $ | -2.359.919 $ | -2,3 % | 101.556.103 $ | +919.835 $ | +0,9 % | 100.636.268 $ | -496.101 $ | -0,5 % |
| Northern Capital Management, Inc. | 110.616.285 $ | +16.108.585 $ | +17,0 % | 94.507.700 $ | +2.831.288 $ | +3,1 % | 91.676.412 $ | -517.188 $ | -0,6 % | 92.193.600 $ | +877.853 $ | +1,0 % |
| ACCESS FINANCIAL SERVICES, INC. | 110.453.483 $ | +8.321.185 $ | +8,1 % | 102.132.298 $ | +2.544.100 $ | +2,6 % | 99.588.198 $ | +5.556.950 $ | +5,9 % | 94.031.248 $ | +17.126.717 $ | +22,3 % |
| Newman Dignan & Sheerar, Inc. | 110.232.528 $ | +11.465.075 $ | +11,6 % | 98.767.453 $ | +453.272 $ | +0,5 % | 98.314.181 $ | +2.591.836 $ | +2,7 % | 95.722.345 $ | +5.102.474 $ | +5,6 % |
| Fragasso Financial Advisors Inc | 109.988.396 $ | +14.377.000 $ | +15,0 % | 95.611.396 $ | +2.621.230 $ | +2,8 % | 92.990.166 $ | +1.850.420 $ | +2,0 % | 91.139.746 $ | +6.554.680 $ | +7,7 % |
| Meridian Wealth Management, LLC | 108.896.290 $ | +14.123.081 $ | +14,9 % | 94.773.209 $ | -11.896 $ | -0,0 % | 94.785.105 $ | -3.048.885 $ | -3,1 % | 97.833.990 $ | +6.014.531 $ | +6,6 % |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 108.764.947 $ | +10.254.422 $ | +10,4 % | 98.510.525 $ | +13.171 $ | +0,0 % | 98.497.354 $ | -9.948.638 $ | -9,2 % | 108.445.992 $ | +6.627.118 $ | +6,5 % |
| Brady Martz Wealth Solutions, LLC | 98.116.916 $ | +9.826.065 $ | +11,1 % | 88.290.851 $ | -14.465.994 $ | -14,1 % | 102.756.845 $ | -5.927.300 $ | -5,5 % | 108.684.145 $ | +2.176.655 $ | +2,0 % |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 108.619.525 $ | +21.150.976 $ | +24,2 % | 87.468.549 $ | +4.637.591 $ | +5,6 % | 82.830.958 $ | +6.183.985 $ | +8,1 % | 76.646.973 $ | +8.270.850 $ | +12,1 % |
| Johnson Bixby & Associates, LLC | 107.699.307 $ | +11.063.039 $ | +11,4 % | 96.636.268 $ | +25.378.603 $ | +35,6 % | 71.257.665 $ | +6.325.005 $ | +9,7 % | 64.932.660 $ | ||
| CoreCap Advisors, LLC | 106.954.219 $ | +14.543.405 $ | +15,7 % | 92.410.814 $ | +5.340.152 $ | +6,1 % | 87.070.662 $ | +2.654.731 $ | +3,1 % | 84.415.931 $ | -155.569 $ | -0,2 % |
| APPLETON PARTNERS INC/MA | 106.334.000 $ | +13.783.000 $ | +14,9 % | 92.551.000 $ | -1.205.000 $ | -1,3 % | 93.756.000 $ | +1.518.000 $ | +1,6 % | 92.238.000 $ | +6.279.000 $ | +7,3 % |
| Tortoise Investment Management, LLC | 105.718.275 $ | +9.306.910 $ | +9,7 % | 96.411.365 $ | +3.819.690 $ | +4,1 % | 92.591.675 $ | +228.754 $ | +0,2 % | 92.362.921 $ | +4.473.230 $ | +5,1 % |
| Mirae Asset Global Investments Co., Ltd. | 89.055.084 $ | +8.263.293 $ | +10,2 % | 80.791.791 $ | +16.796.962 $ | +26,2 % | 63.994.829 $ | -41.405.758 $ | -39,3 % | 105.400.587 $ | -21.642.885 $ | -17,0 % |
| Sigma Planning Corp | 104.594.213 $ | +27.111.838 $ | +35,0 % | 77.482.375 $ | +1.008.693 $ | +1,3 % | 76.473.682 $ | +808.653 $ | +1,1 % | 75.665.029 $ | +1.957.987 $ | +2,7 % |
| RESTON WEALTH MANAGEMENT LLC | 104.322.097 $ | +12.820.255 $ | +14,0 % | 91.501.842 $ | -6.357.115 $ | -6,5 % | 97.858.957 $ | +3.822.457 $ | +4,1 % | 94.036.500 $ | +10.106.001 $ | +12,0 % |
| Goepper Burkhardt LLC | 103.944.925 $ | +13.669.533 $ | +15,1 % | 90.275.392 $ | -5.195.579 $ | -5,4 % | 95.470.971 $ | -335.562 $ | -0,4 % | 95.806.533 $ | +4.693.955 $ | +5,2 % |
| Vise Technologies, Inc. | 103.857.377 $ | +0 $ | +0,0 % | 103.857.377 $ | +39.330.656 $ | +61,0 % | 64.526.721 $ | -7.208.602 $ | -10,0 % | |||
| Powers Advisory Group, LLC | 103.754.218 $ | +13.355.850 $ | +14,8 % | 90.398.368 $ | +2.530.863 $ | +2,9 % | 87.867.505 $ | +2.194.754 $ | +2,6 % | 85.672.751 $ | +7.521.184 $ | +9,6 % |
| Brand Asset Management Group, Inc. | 103.525.236 $ | +10.421.402 $ | +11,2 % | 93.103.834 $ | +4.694.036 $ | +5,3 % | 88.409.798 $ | -3.524.283 $ | -3,8 % | 91.934.081 $ | +31.567.836 $ | +52,3 % |
| Sensible Financial Planning & Management, LLC. | 103.231.947 $ | +3.142.866 $ | +3,1 % | |||||||||
| Essex LLC | 102.653.870 $ | +13.333.907 $ | +14,9 % | 89.319.963 $ | +867.563 $ | +1,0 % | 88.452.400 $ | +1.260.428 $ | +1,4 % | 87.191.972 $ | +3.453.545 $ | +4,1 % |
| Tanglewood Wealth Management, Inc. | 102.378.526 $ | +15.686.662 $ | +18,1 % | 86.691.864 $ | +28.658.027 $ | +49,4 % | 58.033.837 $ | +490.120 $ | +0,9 % | 57.543.717 $ | +3.875.947 $ | +7,2 % |
| Pathstone Holdings, LLC | 102.056.795 $ | +36.604.692 $ | +55,9 % | 65.452.103 $ | +2.234.766 $ | +3,5 % | 63.217.337 $ | -185.632 $ | -0,3 % | 63.402.969 $ | +294.680 $ | +0,5 % |
| True North Advisors, LLC | 101.956.418 $ | +13.715.480 $ | +15,5 % | 88.240.938 $ | +57.724.483 $ | +189,2 % | 30.516.455 $ | +9.197.645 $ | +43,1 % | |||
| OARSMAN CAPITAL, INC. | 101.742.932 $ | +22.349.461 $ | +28,2 % | 79.393.471 $ | +7.533.193 $ | +10,5 % | 71.860.278 $ | +11.935.068 $ | +19,9 % | 59.925.210 $ | +9.052.848 $ | +17,8 % |
| Facet Wealth, Inc. | 100.896.923 $ | +12.880.179 $ | +14,6 % | 88.016.744 $ | +12.942.944 $ | +17,2 % | 75.073.800 $ | +4.806.505 $ | +6,8 % | 70.267.295 $ | +5.050.563 $ | +7,7 % |
| CITIGROUP INC | 100.741.398 $ | +24.182.754 $ | +31,6 % | 76.558.644 $ | -17.394.447 $ | -18,5 % | 93.953.091 $ | -3.486.110 $ | -3,6 % | 97.439.201 $ | +21.817.858 $ | +28,9 % |
| Downshift Financial, LLC | 100.511.940 $ | +8.649.928 $ | +9,4 % | 91.862.012 $ | +14.484.441 $ | +18,7 % | 77.377.571 $ | |||||
| Johnson Financial Group, LLC | 100.365.779 $ | +25.436.691 $ | +33,9 % | 74.929.088 $ | +1.738.161 $ | +2,4 % | 73.190.927 $ | +12.669.277 $ | +20,9 % | 60.521.650 $ | +4.921.574 $ | +8,9 % |
| James J. Burns & Company, LLC | 100.140.297 $ | +11.180.848 $ | +12,6 % | 88.959.449 $ | -3.322.833 $ | -3,6 % | 92.282.282 $ | +1.533.905 $ | +1,7 % | 90.748.377 $ | +5.826.144 $ | +6,9 % |
| CAHILL FINANCIAL ADVISORS INC | 100.029.927 $ | +11.026.315 $ | +12,4 % | 89.003.612 $ | +438.426 $ | +0,5 % | 88.565.186 $ | +5.206.354 $ | +6,2 % | 83.358.832 $ | +6.749.918 $ | +8,8 % |
| DRAVO BAY LLC | 99.997.122 $ | +20.914.700 $ | +26,4 % | 79.082.422 $ | -323.896 $ | -0,4 % | 79.406.318 $ | +4.104.580 $ | +5,5 % | 75.301.738 $ | +7.084.566 $ | +10,4 % |
| Wedmont Private Capital | 99.742.649 $ | +9.496.870 $ | +10,5 % | 90.245.779 $ | +3.958.632 $ | +4,6 % | 86.287.147 $ | +3.141.960 $ | +3,8 % | 83.145.187 $ | +7.315.060 $ | +9,6 % |
| Solitude Financial Services | 99.659.912 $ | +7.590.082 $ | +8,2 % | 92.069.830 $ | +9.528.082 $ | +11,5 % | 82.541.748 $ | +2.056.477 $ | +2,6 % | 80.485.271 $ | +5.144.871 $ | +6,8 % |
| Spinnaker Investment Group, LLC | 99.045.988 $ | +16.948.434 $ | +20,6 % | 82.097.554 $ | -1.417.179 $ | -1,7 % | 83.514.733 $ | -299.830 $ | -0,4 % | 83.814.563 $ | +13.603.389 $ | +19,4 % |
| FIDELIS iM, LLC | 97.893.447 $ | +15.868.277 $ | +19,3 % | 82.025.170 $ | +2.723.800 $ | +3,4 % | 79.301.370 $ | +79.265.607 $ | +221.641,4 % | 35.763 $ | -63.449.578 $ | -99,9 % |
| Fortis Capital Management LLC | 97.884.852 $ | +17.094.216 $ | +21,2 % | 80.790.636 $ | +8.210.567 $ | +11,3 % | 72.580.069 $ | +7.139.596 $ | +10,9 % | 65.440.473 $ | +8.463.052 $ | +14,9 % |
| LOWE BROCKENBROUGH & CO INC | 97.844.133 $ | +16.722.355 $ | +20,6 % | 81.121.778 $ | +27.507.769 $ | +51,3 % | 53.614.009 $ | -710.240 $ | -1,3 % | 54.324.249 $ | +2.389.274 $ | +4,6 % |
| Phil A. Younker & Associates, Ltd. | 91.925.211 $ | +607.065 $ | +0,7 % | 91.318.146 $ | -6.521.691 $ | -6,7 % | 97.839.837 $ | +9.933.028 $ | +11,3 % | 87.906.809 $ | +21.232.081 $ | +31,8 % |
| Nicholas Hoffman & Company, LLC. | 97.597.749 $ | +11.929.561 $ | +13,9 % | 85.668.188 $ | +14.414.251 $ | +20,2 % | 71.253.937 $ | +3.140.745 $ | +4,6 % | 68.113.192 $ | +7.566.483 $ | +12,5 % |
| High Probability Advisors, LLC | 97.544.694 $ | +10.389.167 $ | +11,9 % | 87.155.527 $ | +7.198.865 $ | +9,0 % | 79.956.662 $ | +1.452.405 $ | +1,9 % | 78.504.257 $ | +6.169.856 $ | +8,5 % |
| FAS Wealth Partners, Inc. | 97.357.420 $ | +13.093.427 $ | +15,5 % | 84.263.993 $ | -1.338.388 $ | -1,6 % | 85.602.381 $ | +1.682.395 $ | +2,0 % | 83.919.986 $ | +4.369.919 $ | +5,5 % |
| QUADRANT CAPITAL GROUP LLC | 87.159.695 $ | -10.090.474 $ | -10,4 % | 97.250.169 $ | +3.108.270 $ | +3,3 % | 94.141.899 $ | +6.227.505 $ | +7,1 % | |||
| Red Tortoise LLC | 97.176.480 $ | +3.452.355 $ | +3,7 % | 93.724.125 $ | +4.662.853 $ | +5,2 % | 89.061.272 $ | +6.530.572 $ | +7,9 % | |||
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 78.686.342 $ | +3.180.438 $ | +4,2 % | 75.505.904 $ | -20.621.105 $ | -21,5 % | 96.127.009 $ | -621.008 $ | -0,6 % | 96.748.017 $ | +8.669.009 $ | +9,8 % |
| &PARTNERS | 96.712.487 $ | +19.839.267 $ | +25,8 % | 76.873.220 $ | +11.403.216 $ | +17,4 % | 65.470.004 $ | +23.113.266 $ | +54,6 % | 42.356.738 $ | +8.550.108 $ | +25,3 % |
| PINKERTON WEALTH, LLC | 91.295.880 $ | -1.066.009 $ | -1,2 % | 92.361.889 $ | -4.327.362 $ | -4,5 % | 96.689.251 $ | +2.654.648 $ | +2,8 % | 94.034.603 $ | +19.007.282 $ | +25,3 % |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 96.485.122 $ | +10.095.819 $ | +11,7 % | 86.389.303 $ | -2.284.468 $ | -2,6 % | 88.673.771 $ | -1.426.533 $ | -1,6 % | 90.100.304 $ | +4.359.291 $ | +5,1 % |
| BROWN ADVISORY INC | 96.016.642 $ | +11.499.038 $ | +13,6 % | 84.517.604 $ | -2.869.574 $ | -3,3 % | 87.387.178 $ | +2.515.940 $ | +3,0 % | 84.871.238 $ | +5.445.891 $ | +6,9 % |
| StoneX Group Inc. | 95.252.120 $ | +7.549.567 $ | +8,6 % | 87.702.553 $ | +18.317.858 $ | +26,4 % | 69.384.695 $ | -3.579.458 $ | -4,9 % | 72.964.153 $ | +2.853.751 $ | +4,1 % |
| Advisory Services Network, LLC | 95.136.133 $ | +4.241.657 $ | +4,7 % | 90.894.476 $ | +12.301.158 $ | +15,7 % | 78.593.318 $ | -3.879.932 $ | -4,7 % | 82.473.250 $ | +7.218.343 $ | +9,6 % |
| Cooper Financial Group | 94.959.588 $ | +16.081.651 $ | +20,4 % | 78.877.937 $ | +7.886.305 $ | +11,1 % | 70.991.632 $ | +5.973.913 $ | +9,2 % | 65.017.719 $ | -13.926.107 $ | -17,6 % |
| Atria Investments, Inc | 94.908.145 $ | +31.103.147 $ | +48,7 % | 63.804.998 $ | +5.041.639 $ | +8,6 % | 58.763.359 $ | -7.774.944 $ | -11,7 % | 66.538.303 $ | -1.979.176 $ | -2,9 % |
| Serenity Investment Advisors | 94.688.156 $ | +16.022.500 $ | +20,4 % | 78.665.656 $ | ||||||||
| AE Wealth Management LLC | 65.593.940 $ | -28.672.575 $ | -30,4 % | 94.266.515 $ | +3.365.701 $ | +3,7 % | 90.900.814 $ | +4.320.401 $ | +5,0 % | 86.580.413 $ | +2.106.372 $ | +2,5 % |
| Compass Advisory Group LLC | 85.507.285 $ | +12.365.770 $ | +16,9 % | 73.141.515 $ | -21.093.050 $ | -22,4 % | 94.234.565 $ | +1.914.597 $ | +2,1 % | 92.319.968 $ | -5.543.849 $ | -5,7 % |
| CRA Financial Services, LLC | 93.986.059 $ | +10.047.163 $ | +12,0 % | 83.938.896 $ | +1.257.717 $ | +1,5 % | 82.681.179 $ | -762.980 $ | -0,9 % | 83.444.159 $ | +6.451.363 $ | +8,4 % |
| Denver PWM, LLC | 86.145.925 $ | +4.621.263 $ | +5,7 % | 81.524.662 $ | -12.029.359 $ | -12,9 % | 93.554.021 $ | +0 $ | +0,0 % | 93.554.021 $ | +32.547 $ | +0,0 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 93.274.843 $ | +13.703.527 $ | +17,2 % | 79.571.316 $ | +777.093 $ | +1,0 % | 78.794.223 $ | +5.626.227 $ | +7,7 % | 73.167.996 $ | +4.820.283 $ | +7,1 % |
| Persium Advisors, LLC | 93.199.210 $ | +10.286.542 $ | +12,4 % | 82.912.668 $ | -1.265.248 $ | -1,5 % | 84.177.916 $ | +3.546.823 $ | +4,4 % | 80.631.093 $ | +7.423.350 $ | +10,1 % |
| Ascension Capital Advisors, Inc. | 93.082.058 $ | +13.485.532 $ | +16,9 % | 79.596.526 $ | +9.313.358 $ | +13,3 % | 70.283.168 $ | +12.771.977 $ | +22,2 % | 57.511.191 $ | +4.005.802 $ | +7,5 % |
| Caprock Group, LLC | 92.809.207 $ | +17.454.012 $ | +23,2 % | 75.355.195 $ | -6.200.579 $ | -7,6 % | 81.555.774 $ | +304.132 $ | +0,4 % | 81.251.642 $ | ||
| MGO ONE SEVEN LLC | 92.357.161 $ | +13.541.587 $ | +17,2 % | 78.815.574 $ | -791.464 $ | -1,0 % | 79.607.038 $ | +6.017.801 $ | +8,2 % | 73.589.237 $ | +7.406.504 $ | +11,2 % |
| D.A. DAVIDSON & CO. | 91.899.547 $ | +9.401.507 $ | +11,4 % | 82.498.040 $ | +1.482.291 $ | +1,8 % | 81.015.749 $ | +2.946.946 $ | +3,8 % | 78.068.803 $ | +5.928.291 $ | +8,2 % |
| Veery Capital, LLC | 91.466.200 $ | +13.668.236 $ | +17,6 % | 77.797.964 $ | -1.717.199 $ | -2,2 % | 79.515.163 $ | +1.107.135 $ | +1,4 % | 78.408.028 $ | +6.814.019 $ | +9,5 % |
| ANGELES WEALTH MANAGEMENT, LLC | 91.144.934 $ | +14.593.361 $ | +19,1 % | 76.551.573 $ | -6.908.454 $ | -8,3 % | 83.460.027 $ | +7.098.145 $ | +9,3 % | 76.361.882 $ | +8.972.232 $ | +13,3 % |
| Guardian Financial Partners, LLC | 91.071.374 $ | +6.296.677 $ | +7,4 % | 84.774.697 $ | +351.686 $ | +0,4 % | 84.423.011 $ | -725.867 $ | -0,9 % | 85.148.878 $ | +4.557.009 $ | +5,7 % |
| Pallas Capital Advisors LLC | 90.821.572 $ | +11.011.362 $ | +13,8 % | 79.810.210 $ | -2.037.222 $ | -2,5 % | 81.847.432 $ | +7.765.817 $ | +10,5 % | 74.081.615 $ | +5.159.524 $ | +7,5 % |
| Payne Capital Management, LLC | 90.803.982 $ | +12.298.610 $ | +15,7 % | 78.505.372 $ | +1.047.136 $ | +1,4 % | 77.458.236 $ | +2.971.991 $ | +4,0 % | 74.486.245 $ | +9.453.418 $ | +14,5 % |
| PITTENGER & ANDERSON INC | 90.666.708 $ | +11.430.532 $ | +14,4 % | 79.236.176 $ | +2.271.288 $ | +3,0 % | 76.964.888 $ | +1.047.190 $ | +1,4 % | 75.917.698 $ | +4.192.248 $ | +5,8 % |
| CABOT WEALTH MANAGEMENT INC | 90.508.219 $ | +8.782.304 $ | +10,7 % | 81.725.915 $ | -254.832 $ | -0,3 % | 81.980.747 $ | +5.977.037 $ | +7,9 % | 76.003.710 $ | +6.360.888 $ | +9,1 % |
| Winthrop Advisory Group LLC | 90.155.009 $ | +12.911.321 $ | +16,7 % | 77.243.688 $ | +1.229.996 $ | +1,6 % | 76.013.692 $ | +1.437.663 $ | +1,9 % | 74.576.029 $ | +5.395.896 $ | +7,8 % |
| Vestwell Advisors, LLC | 67.718.450 $ | +6.093.436 $ | +9,9 % | 61.625.014 $ | -2.649.143 $ | -4,1 % | 64.274.157 $ | -25.332.653 $ | -28,3 % | 89.606.810 $ | +2.144.077 $ | +2,5 % |
| Certified Advisory Corp | 89.295.053 $ | +12.057.588 $ | +15,6 % | 77.237.465 $ | +4.049.937 $ | +5,5 % | 73.187.528 $ | +3.597.611 $ | +5,2 % | 69.589.917 $ | +2.477.230 $ | +3,7 % |
| Sunburst Financial Group, LLC | 88.689.958 $ | +12.730.454 $ | +16,8 % | 75.959.504 $ | -762.659 $ | -1,0 % | 76.722.163 $ | +1.742.005 $ | +2,3 % | 74.980.158 $ | -19.362.744 $ | -20,5 % |
| Wealthspire Retirement, LLC | 88.130.896 $ | +9.206.793 $ | +11,7 % | 78.924.103 $ | +945.164 $ | +1,2 % | 77.978.939 $ | -1.225.033 $ | -1,5 % | 79.203.972 $ | +5.017.614 $ | +6,8 % |
| SOUTHERN MICHIGAN BANK & TRUST | 88.126.341 $ | +12.583.617 $ | +16,7 % | 75.542.724 $ | ||||||||
| Arnold Financial Planning LLC | 87.488.915 $ | +10.920.958 $ | +14,3 % | 76.567.957 $ | +9.363.165 $ | +13,9 % | 67.204.792 $ | |||||
| Geneos Wealth Management Inc. | 87.474.587 $ | +11.138.401 $ | +14,6 % | 76.336.186 $ | +6.775.255 $ | +9,7 % | 69.560.931 $ | +6.223.322 $ | +9,8 % | 63.337.609 $ | -48.882.499 $ | -43,6 % |
| NORTHERN TRUST CORP | 87.446.891 $ | +34.478.012 $ | +65,1 % | 52.968.879 $ | -806.394 $ | -1,5 % | 53.775.273 $ | -8.568.521 $ | -13,7 % | 62.343.794 $ | +4.713.544 $ | +8,2 % |
| Procyon Advisors, LLC | 87.434.509 $ | +5.914.573 $ | +7,3 % | 81.519.936 $ | -2.571.713 $ | -3,1 % | 84.091.649 $ | +680.600 $ | +0,8 % | 83.411.049 $ | +76.500.947 $ | +1.107,1 % |
| Stratos Wealth Advisors, LLC | 72.209.958 $ | +4.455.519 $ | +6,6 % | 67.754.439 $ | -13.597.994 $ | -16,7 % | 81.352.433 $ | -5.919.820 $ | -6,8 % | 87.272.253 $ | -6.734.679 $ | -7,2 % |
| KLINGENSTEIN FIELDS & CO LP | 87.232.541 $ | +13.171.107 $ | +17,8 % | 74.061.434 $ | -849.203 $ | -1,1 % | 74.910.637 $ | +420.526 $ | +0,6 % | 74.490.111 $ | +8.621.156 $ | +13,1 % |
| Diversify Advisory Services, LLC | 86.531.854 $ | +85.633.117 $ | +9.528,2 % | 898.737 $ | -22.356.945 $ | -96,1 % | 23.255.682 $ | +4.857.155 $ | +26,4 % | 18.398.527 $ | +2.551.093 $ | +16,1 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 83.159.631 $ | +2.550.365 $ | +3,2 % | 80.609.266 $ | +3.232.036 $ | +4,2 % | 77.377.230 $ | -9.061.792 $ | -10,5 % | 86.439.022 $ | +5.791.911 $ | +7,2 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 86.401.000 $ | +13.578.000 $ | +18,6 % | 72.823.000 $ | +4.678.000 $ | +6,9 % | 68.145.000 $ | +6.099.000 $ | +9,8 % | 62.046.000 $ | +3.933.000 $ | +6,8 % |
| True Freedom Investing, LLC | 82.999.773 $ | -3.250.721 $ | -3,8 % | 86.250.494 $ | +8.249.481 $ | +10,6 % | 78.001.013 $ | +77.198.872 $ | +9.624,1 % | 802.141 $ | +376.447 $ | +88,4 % |
| BNP PARIBAS FINANCIAL MARKETS | 26.051.263 $ | -38.043.518 $ | -59,4 % | 64.094.781 $ | -22.113.872 $ | -25,7 % | 86.208.653 $ | +41.806.769 $ | +94,2 % | 44.401.884 $ | -601.248 $ | -1,3 % |
| CacheTech Inc. | 86.013.097 $ | +13.051.620 $ | +17,9 % | 72.961.477 $ | -4.836.770 $ | -6,2 % | 77.798.247 $ | +2.677.540 $ | +3,6 % | 75.120.707 $ | -10.655.958 $ | -12,4 % |
| CITIZENS FINANCIAL GROUP INC/RI | 85.923.602 $ | +11.076.996 $ | +14,8 % | 74.846.606 $ | +3.463.508 $ | +4,9 % | 71.383.098 $ | +3.376.661 $ | +5,0 % | 68.006.437 $ | +4.527.602 $ | +7,1 % |
| Revolve Wealth Partners, LLC | 85.896.227 $ | +8.900.448 $ | +11,6 % | 76.995.779 $ | -3.878.642 $ | -4,8 % | 80.874.421 $ | +2.765.880 $ | +3,5 % | 78.108.541 $ | +6.507.448 $ | +9,1 % |
| Sherwood Financial Partners, LLC | 85.470.595 $ | +10.790.653 $ | +14,4 % | 74.679.942 $ | -3.307.861 $ | -4,2 % | 77.987.803 $ | +910.071 $ | +1,2 % | 77.077.732 $ | +4.500.172 $ | +6,2 % |
| Circle Wealth Management, LLC | 85.446.244 $ | +11.320.590 $ | +15,3 % | 74.125.654 $ | -2.733.634 $ | -3,6 % | 76.859.288 $ | +1.570.503 $ | +2,1 % | 75.288.785 $ | +2.860.108 $ | +3,9 % |
| BLAIR WILLIAM & CO/IL | 85.168.327 $ | +8.061.110 $ | +10,5 % | 77.107.217 $ | +77.714 $ | +0,1 % | 77.029.503 $ | -4.562.739 $ | -5,6 % | 81.592.242 $ | +4.153.568 $ | +5,4 % |
| Steward Partners Investment Advisory, LLC | 84.910.935 $ | +13.950.215 $ | +19,7 % | 70.960.720 $ | +5.719.097 $ | +8,8 % | 65.241.623 $ | -11.872.763 $ | -15,4 % | 77.114.386 $ | +3.858.110 $ | +5,3 % |
| NATIXIS ADVISORS, LLC | 84.875.000 $ | +20.936.000 $ | +32,7 % | 63.939.000 $ | +14.794.000 $ | +30,1 % | 49.145.000 $ | +7.637.000 $ | +18,4 % | 41.508.000 $ | +3.732.000 $ | +9,9 % |
| Red Door Wealth Management, LLC | 84.546.516 $ | +10.653.674 $ | +14,4 % | 73.892.842 $ | -3.652.186 $ | -4,7 % | 77.545.028 $ | +3.067.589 $ | +4,1 % | 74.477.439 $ | +7.746.617 $ | +11,6 % |
| Strategic Family Wealth Counselors, L.L.C. | 84.529.681 $ | +11.265.796 $ | +15,4 % | 73.263.885 $ | -3.085.192 $ | -4,0 % | 76.349.077 $ | +3.488.823 $ | +4,8 % | 72.860.254 $ | +4.760.197 $ | +7,0 % |
| Financial Advisors Network, Inc. | 84.368.865 $ | +13.248.644 $ | +18,6 % | 71.120.221 $ | -2.382.308 $ | -3,2 % | 73.502.529 $ | +4.094.307 $ | +5,9 % | 69.408.222 $ | +8.100.358 $ | +13,2 % |
| CX Institutional | 40.877.000 $ | -22.861.000 $ | -35,9 % | 63.738.000 $ | -20.571.000 $ | -24,4 % | 84.309.000 $ | +1.798.000 $ | +2,2 % | 82.511.000 $ | -2.206.000 $ | -2,6 % |
| Strategic Financial Planning, Inc. | 84.292.063 $ | +3.843.314 $ | +4,8 % | 80.448.749 $ | -2.574.870 $ | -3,1 % | 83.023.619 $ | +6.086.782 $ | +7,9 % | |||
| CULLEN/FROST BANKERS, INC. | 47.932.225 $ | -3.007.834 $ | -5,9 % | 50.940.059 $ | -2.173.649 $ | -4,1 % | 53.113.708 $ | -31.143.645 $ | -37,0 % | 84.257.353 $ | -24.140.775 $ | -22,3 % |
| Roundview Capital LLC | 83.996.402 $ | +12.989.961 $ | +18,3 % | 71.006.441 $ | -548.714 $ | -0,8 % | 71.555.155 $ | +2.668.770 $ | +3,9 % | 68.886.385 $ | +3.539.012 $ | +5,4 % |
| Baker Avenue Asset Management, LP | 83.975.953 $ | +12.527.932 $ | +17,5 % | 71.448.021 $ | -2.394.404 $ | -3,2 % | 73.842.425 $ | +3.851.424 $ | +5,5 % | 69.991.001 $ | +6.934.493 $ | +11,0 % |
| Vestmark Advisory Solutions, Inc. | 82.537.968 $ | +9.769.639 $ | +13,4 % | 72.768.329 $ | +22.643.046 $ | +45,2 % | 50.125.283 $ | -2.491.793 $ | -4,7 % | 52.617.076 $ | +4.848.734 $ | +10,2 % |
| Empowered Funds, LLC | 82.070.516 $ | +29.444.549 $ | +56,0 % | 52.625.967 $ | +22.008.195 $ | +71,9 % | 30.617.772 $ | -9.760.455 $ | -24,2 % | |||
| Morningstar Investment Management LLC | 82.005.874 $ | +0 $ | +0,0 % | 82.005.874 $ | +2.839.874 $ | +3,6 % | 79.166.000 $ | +2.465.000 $ | +3,2 % | 76.701.000 $ | -7.967.000 $ | -9,4 % |
| SALEM INVESTMENT COUNSELORS INC | 81.855.748 $ | +11.944.674 $ | +17,1 % | 69.911.074 $ | +1.951.328 $ | +2,9 % | 67.959.746 $ | +328.148 $ | +0,5 % | 67.631.598 $ | +5.278.488 $ | +8,5 % |
| Cornerstone Planning Group LLC | 81.757.541 $ | +4.830.220 $ | +6,3 % | 76.927.321 $ | +10.710.278 $ | +16,2 % | 66.217.043 $ | +16.161.227 $ | +32,3 % | 50.055.816 $ | -5.802.767 $ | -10,4 % |
| Strata Wealth Advisors, LLC | 81.652.210 $ | +6.088.253 $ | +8,1 % | 75.563.957 $ | +3.135.196 $ | +4,3 % | 72.428.761 $ | +417.378 $ | +0,6 % | 72.011.383 $ | -3.752.885 $ | -5,0 % |
| Brio Consultants, LLC | 79.291.099 $ | +2.371.838 $ | +3,1 % | 76.919.261 $ | -4.497.901 $ | -5,5 % | 81.417.162 $ | +409.556 $ | +0,5 % | 81.007.606 $ | +5.582.126 $ | +7,4 % |
| Pioneer Wealth Management Group | 80.585.978 $ | +9.325.095 $ | +13,1 % | 71.260.883 $ | +6.853.888 $ | +10,6 % | 64.406.995 $ | -13.449.465 $ | -17,3 % | 77.856.460 $ | +6.964.552 $ | +9,8 % |
| Independent Advisor Alliance | 15.588.560 $ | -64.762.426 $ | -80,6 % | 80.350.986 $ | +58.121.276 $ | +261,5 % | 22.229.710 $ | +11.052.115 $ | +98,9 % | 11.177.595 $ | +1.036.111 $ | +10,2 % |
| Scarborough Advisors, LLC | 67.526.255 $ | -12.759.694 $ | -15,9 % | 80.285.949 $ | ||||||||
| Unison Advisors LLC | 79.963.770 $ | +4.182.375 $ | +5,5 % | 75.781.395 $ | +4.440.923 $ | +6,2 % | 71.340.472 $ | +3.384.590 $ | +5,0 % | 67.955.882 $ | -7.039.518 $ | -9,4 % |
| RENAISSANCE TECHNOLOGIES LLC | 61.698.311 $ | +30.813.098 $ | +99,8 % | 30.885.213 $ | +8.015.094 $ | +35,0 % | 22.870.119 $ | -56.869.989 $ | -71,3 % | 79.740.108 $ | +7.114.241 $ | +9,8 % |
| TSG Advice Partners, LLC | 79.731.938 $ | +78.426.966 $ | +6.009,9 % | 1.304.972 $ | ||||||||
| Csenge Advisory Group | 79.609.154 $ | +6.196.109 $ | +8,4 % | 73.413.045 $ | +3.680.758 $ | +5,3 % | 69.732.287 $ | +5.431.999 $ | +8,4 % | 64.300.288 $ | +10.219.101 $ | +18,9 % |
| Your Advocates Ltd., LLP | 79.519.274 $ | +4.808.992 $ | +6,4 % | 74.710.282 $ | +6.384.681 $ | +9,3 % | 68.325.601 $ | +2.053.549 $ | +3,1 % | 66.272.052 $ | +3.939.993 $ | +6,3 % |
| Seven Springs Wealth Group, LLC | 79.507.105 $ | +9.996.337 $ | +14,4 % | 69.510.768 $ | +12.088.048 $ | +21,1 % | 57.422.720 $ | +2.172.637 $ | +3,9 % | 55.250.083 $ | +7.086.093 $ | +14,7 % |
| Embree Financial Group | 61.039.780 $ | -5.868.347 $ | -8,8 % | 66.908.127 $ | -9.988.936 $ | -13,0 % | 76.897.063 $ | -2.377.975 $ | -3,0 % | 79.275.038 $ | +2.044.695 $ | +2,6 % |
| Intelligence Driven Advisers, LLC | 20.074.705 $ | -37.436.613 $ | -65,1 % | 57.511.318 $ | -17.047.857 $ | -22,9 % | 74.559.175 $ | -4.576.447 $ | -5,8 % | 79.135.622 $ | +5.297.015 $ | +7,2 % |
| D.B. Root & Company, LLC | 78.784.110 $ | +10.995.396 $ | +16,2 % | 67.788.714 $ | -1.516.706 $ | -2,2 % | 69.305.420 $ | +5.878.441 $ | +9,3 % | 63.426.979 $ | +5.915.945 $ | +10,3 % |
| IHT Wealth Management, LLC | 71.977.495 $ | +4.819.097 $ | +7,2 % | 67.158.398 $ | -2.253.784 $ | -3,2 % | 69.412.182 $ | -8.921.144 $ | -11,4 % | 78.333.326 $ | -952.157 $ | -1,2 % |
| Ameritas Advisory Services, LLC | 78.171.663 $ | +36.583.348 $ | +88,0 % | 41.588.315 $ | -3.614.009 $ | -8,0 % | 45.202.324 $ | +16.357.350 $ | +56,7 % | 28.844.974 $ | -18.410.227 $ | -39,0 % |
| Adams Wealth Management | 78.090.928 $ | +9.881.652 $ | +14,5 % | 68.209.276 $ | -2.860.311 $ | -4,0 % | 71.069.587 $ | -666.103 $ | -0,9 % | 71.735.690 $ | -11.947.933 $ | -14,3 % |
| PFG Advisors | 70.140.508 $ | -7.866.617 $ | -10,1 % | 78.007.125 $ | +14.059.315 $ | +22,0 % | 63.947.810 $ | +7.987.338 $ | +14,3 % | 55.960.472 $ | ||
| Curtis Advisory Group, LLC | 77.930.922 $ | +11.830.459 $ | +17,9 % | 66.100.463 $ | -4.558.609 $ | -6,5 % | 70.659.072 $ | +4.856.157 $ | +7,4 % | 65.802.915 $ | +2.513.546 $ | +4,0 % |
| Gleason Group, Inc. | 77.527.865 $ | +8.694.479 $ | +12,6 % | 68.833.386 $ | -1.533.109 $ | -2,2 % | 70.366.495 $ | +4.287.943 $ | +6,5 % | 66.078.552 $ | +3.949.135 $ | +6,4 % |
| Almanack Investment Partners, LLC. | 50.430.032 $ | -26.855.503 $ | -34,7 % | 77.285.535 $ | -23.772 $ | -0,0 % | 77.309.307 $ | +1.432.794 $ | +1,9 % | 75.876.513 $ | -3.158.073 $ | -4,0 % |
| D L CARLSON INVESTMENT GROUP INC | 77.263.150 $ | +10.085.461 $ | +15,0 % | 67.177.689 $ | -3.103.822 $ | -4,4 % | 70.281.511 $ | +1.026.908 $ | +1,5 % | 69.254.603 $ | +4.849.287 $ | +7,5 % |
| Sightline Wealth Advisors, LLC | 77.007.589 $ | +11.589.375 $ | +17,7 % | 65.418.214 $ | +7.348.460 $ | +12,7 % | 58.069.754 $ | +8.195.001 $ | +16,4 % | 49.874.753 $ | +6.028.061 $ | +13,7 % |
| Seek First Inc. | 75.821.112 $ | +7.687.658 $ | +11,3 % | 68.133.454 $ | +1.772.403 $ | +2,7 % | 66.361.051 $ | +1.702.380 $ | +2,6 % | 64.658.671 $ | +4.644.329 $ | +7,7 % |
| ForthRight Wealth Management, LLC | 75.629.952 $ | +7.913.241 $ | +11,7 % | 67.716.711 $ | +5.584.650 $ | +9,0 % | 62.132.061 $ | +1.082.639 $ | +1,8 % | 61.049.422 $ | +5.659.038 $ | +10,2 % |
| Standpoint Asset Management, LLC | 75.467.349 $ | +9.718.697 $ | +14,8 % | 65.748.652 $ | -5.764.673 $ | -8,1 % | 71.513.325 $ | -913.773 $ | -1,3 % | 72.427.098 $ | -6.809.826 $ | -8,6 % |
| Burt Wealth Advisors | 75.460.754 $ | +5.727.810 $ | +8,2 % | |||||||||
| Whitaker-Myers Wealth Managers, LTD. | 74.951.791 $ | +8.673.554 $ | +13,1 % | 66.278.237 $ | +3.829.749 $ | +6,1 % | 62.448.488 $ | +1.432.807 $ | +2,3 % | 61.015.681 $ | +5.878.304 $ | +10,7 % |
| Provident Wealth Management, LLC | 74.934.420 $ | +9.571.075 $ | +14,6 % | 65.363.345 $ | -5.760.398 $ | -8,1 % | 71.123.743 $ | +1.653.417 $ | +2,4 % | 69.470.326 $ | +5.262.519 $ | +8,2 % |
| NOVEM GROUP | 74.205.058 $ | +10.111.044 $ | +15,8 % | 64.094.014 $ | +381.248 $ | +0,6 % | 63.712.766 $ | -477.396 $ | -0,7 % | 64.190.162 $ | +1.383.264 $ | +2,2 % |
| Keudell/Morrison Wealth Management | 73.719.800 $ | -413.503 $ | -0,6 % | 74.133.303 $ | +4.794.323 $ | +6,9 % | 69.338.980 $ | +7.809.093 $ | +12,7 % | |||
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 74.052.383 $ | +8.296.456 $ | +12,6 % | 65.755.927 $ | +1.115.149 $ | +1,7 % | 64.640.778 $ | +1.327.745 $ | +2,1 % | 63.313.033 $ | +3.194.140 $ | +5,3 % |
| RWA WEALTH PARTNERS, LLC | 72.943.449 $ | +13.415.179 $ | +22,5 % | 59.528.270 $ | +2.195.882 $ | +3,8 % | 57.332.388 $ | +5.610.963 $ | +10,8 % | 51.721.425 $ | +4.667.068 $ | +9,9 % |
| NorthRock Partners, LLC | 72.827.170 $ | +10.032.644 $ | +16,0 % | 62.794.526 $ | -58.902 $ | -0,1 % | 62.853.428 $ | +13.823.823 $ | +28,2 % | 49.029.605 $ | +30.635.272 $ | +166,5 % |
| AdvisorNet Financial, Inc | 72.697.229 $ | +6.259.462 $ | +9,4 % | 66.437.767 $ | +1.824.812 $ | +2,8 % | 64.612.955 $ | -1.252.949 $ | -1,9 % | 65.865.904 $ | +1.313.032 $ | +2,0 % |
| Stratos Wealth Partners, LTD. | 72.506.648 $ | +4.749.095 $ | +7,0 % | 67.757.553 $ | -2.869.971 $ | -4,1 % | 70.627.524 $ | +4.798.883 $ | +7,3 % | 65.828.641 $ | +12.063.788 $ | +22,4 % |
| NewSquare Capital LLC | 72.442.111 $ | +11.787.762 $ | +19,4 % | 60.654.349 $ | -973.618 $ | -1,6 % | 61.627.967 $ | -6.086.006 $ | -9,0 % | 67.713.973 $ | +6.836.546 $ | +11,2 % |
| OLD MISSION CAPITAL LLC | 12.795.200 $ | -20.674.369 $ | -61,8 % | 33.469.569 $ | +27.330.116 $ | +445,2 % | 6.139.453 $ | -66.299.624 $ | -91,5 % | 72.439.077 $ | -43.926.183 $ | -37,7 % |
| Gallagher Fiduciary Advisors, LLC | 5.956.204 $ | -66.021.207 $ | -91,7 % | 71.977.411 $ | +42.621.778 $ | +145,2 % | 29.355.633 $ | +24.182.876 $ | +467,5 % | |||
| FSM Wealth Advisors, LLC | 71.763.888 $ | +14.585.962 $ | +25,5 % | 57.177.926 $ | +10.406.030 $ | +22,2 % | 46.771.896 $ | +4.543.075 $ | +10,8 % | 42.228.821 $ | +6.044.055 $ | +16,7 % |
| Strategic Blueprint, LLC | 20.874.832 $ | +2.890.484 $ | +16,1 % | 17.984.348 $ | +1.235.111 $ | +7,4 % | 16.749.237 $ | -54.950.960 $ | -76,6 % | 71.700.197 $ | +5.639.065 $ | +8,5 % |
| DEBUSSY CAPITAL MANAGEMENT LP | 71.578.424 $ | +1.188.894 $ | +1,7 % | 70.389.530 $ | +3.757.506 $ | +5,6 % | 66.632.024 $ | +5.443.816 $ | +8,9 % | |||
| Integrated Advisors Network LLC | 54.835.726 $ | +2.705.329 $ | +5,2 % | 52.130.397 $ | -19.421.695 $ | -27,1 % | 71.552.092 $ | +1.268.209 $ | +1,8 % | 70.283.883 $ | +1.586.288 $ | +2,3 % |
| OPPENHEIMER & CO INC | 71.539.060 $ | +9.222.946 $ | +14,8 % | 62.316.114 $ | +7.028.201 $ | +12,7 % | 55.287.913 $ | +3.581.429 $ | +6,9 % | 51.706.484 $ | +8.057.691 $ | +18,5 % |
| TD PRIVATE CLIENT WEALTH LLC | 71.479.700 $ | +7.242.516 $ | +11,3 % | 64.237.184 $ | ||||||||
| Ashton Thomas Private Wealth, LLC | 71.268.735 $ | +3.941.278 $ | +5,9 % | 67.327.457 $ | +9.981.060 $ | +17,4 % | 57.346.397 $ | +4.869.332 $ | +9,3 % | 52.477.065 $ | +6.203.012 $ | +13,4 % |
| KEYVANTAGE WEALTH, LLC | 68.090.832 $ | +6.126.954 $ | +9,9 % | 61.963.878 $ | -1.603.274 $ | -2,5 % | 63.567.152 $ | -7.672.602 $ | -10,8 % | 71.239.754 $ | +3.682.846 $ | +5,5 % |
| Financial Synergies Wealth Advisors, Inc. | 71.060.735 $ | +6.419.047 $ | +9,9 % | 64.641.688 $ | -2.802.520 $ | -4,2 % | 67.444.208 $ | +1.407.714 $ | +2,1 % | 66.036.494 $ | +4.401.847 $ | +7,1 % |
| Firestone Capital Management | 71.010.161 $ | +8.660.447 $ | +13,9 % | 62.349.714 $ | +2.612.180 $ | +4,4 % | 59.737.534 $ | +1.221.245 $ | +2,1 % | 58.516.289 $ | +5.035.775 $ | +9,4 % |
| WealthShield Partners, LLC | 1.142.783 $ | -68.553.516 $ | -98,4 % | 69.696.299 $ | -1.103.634 $ | -1,6 % | 70.799.933 $ | +1.489.793 $ | +2,1 % | 69.310.140 $ | +2.494.892 $ | +3,7 % |
| Eagle Strategies LLC | 70.660.734 $ | +22.938.013 $ | +48,1 % | 47.722.721 $ | +3.587.775 $ | +8,1 % | 44.134.946 $ | +1.871.033 $ | +4,4 % | 42.263.913 $ | +10.254.888 $ | +32,0 % |
| NICOLET BANKSHARES INC | 70.634.368 $ | +5.874.700 $ | +9,1 % | 64.759.668 $ | +63.939.038 $ | +7.791,5 % | 820.630 $ | +961 $ | +0,1 % | 819.669 $ | +74.111 $ | +9,9 % |
| Members Advisory Group LLC | 36.325.196 $ | -17.188.642 $ | -32,1 % | 53.513.838 $ | -8.347.502 $ | -13,5 % | 61.861.340 $ | -8.387.889 $ | -11,9 % | 70.249.229 $ | +5.111.370 $ | +7,8 % |
| MFA WEALTH ADVISORS, LLC | 70.213.068 $ | +5.288.918 $ | +8,1 % | 64.924.150 $ | +4.614.851 $ | +7,7 % | 60.309.299 $ | +3.361.535 $ | +5,9 % | 56.947.764 $ | -12.274.497 $ | -17,7 % |
| ALPS ADVISORS INC | 69.858.311 $ | +8.512.210 $ | +13,9 % | 61.346.101 $ | +6.993.632 $ | +12,9 % | 54.352.469 $ | +1.478.589 $ | +2,8 % | 52.873.880 $ | +3.396.260 $ | +6,9 % |
| Weaver Capital Management LLC | 39.615.814 $ | +0 $ | +0,0 % | 39.615.814 $ | +2.837.931 $ | +7,7 % | 36.777.883 $ | -33.040.584 $ | -47,3 % | 69.818.467 $ | +40.362.528 $ | +137,0 % |
| Summit Financial Wealth Advisors, LLC | 69.810.234 $ | +3.797.195 $ | +5,8 % | 66.013.039 $ | +4.479.511 $ | +7,3 % | 61.533.528 $ | -427.372 $ | -0,7 % | 61.960.900 $ | +2.909.463 $ | +4,9 % |
| Crane Advisory, LLC | 69.780.605 $ | +239.810 $ | +0,3 % | 69.540.795 $ | -234.449 $ | -0,3 % | 69.775.244 $ | +24.477.338 $ | +54,0 % | 45.297.906 $ | +1.743.926 $ | +4,0 % |
| MANNING & NAPIER ADVISORS LLC | 69.780.101 $ | +20.613.092 $ | +41,9 % | 49.167.009 $ | +11.430.678 $ | +30,3 % | 37.736.331 $ | +9.012.539 $ | +31,4 % | 28.723.792 $ | +4.665.909 $ | +19,4 % |
| Walker Financial Services, Inc. | 69.660.129 $ | +8.258.073 $ | +13,4 % | 61.402.056 $ | +4.269.869 $ | +7,5 % | 57.132.187 $ | +3.597.902 $ | +6,7 % | 53.534.285 $ | +11.845.704 $ | +28,4 % |
| Apollon Wealth Management, LLC | 68.948.812 $ | +10.000.670 $ | +17,0 % | 58.948.142 $ | -225.265 $ | -0,4 % | 59.173.407 $ | -714.749 $ | -1,2 % | 59.888.156 $ | +11.771.189 $ | +24,5 % |
| IEQ CAPITAL, LLC | 68.834.886 $ | +9.829.252 $ | +16,7 % | 59.005.634 $ | +4.960.394 $ | +9,2 % | 54.045.240 $ | +3.223.742 $ | +6,3 % | 50.821.498 $ | +11.478.280 $ | +29,2 % |
| Qube Research & Technologies Ltd | 68.753.065 $ | +56.269.361 $ | +450,7 % | 12.483.704 $ | -9.789.413 $ | -44,0 % | 22.273.117 $ | +1.315.072 $ | +6,3 % | 20.958.045 $ | -397.016 $ | -1,9 % |
| Joule Financial, LLC | 68.752.070 $ | +7.037.625 $ | +11,4 % | 61.714.445 $ | -125.767 $ | -0,2 % | 61.840.212 $ | +1.067.189 $ | +1,8 % | 60.773.023 $ | +5.301.097 $ | +9,6 % |
| Apexium Financial, LP | 68.690.559 $ | +6.713.106 $ | +10,8 % | |||||||||
| Charles Schwab Trust Bank | 62.249.711 $ | -1.098.108 $ | -1,7 % | 63.347.819 $ | -5.178.657 $ | -7,6 % | 68.526.476 $ | +13.441.655 $ | +24,4 % | 55.084.821 $ | -39.794.905 $ | -41,9 % |
| St. Louis Trust Co | 68.350.503 $ | +2.570.224 $ | +3,9 % | 65.780.279 $ | -1.122.837 $ | -1,7 % | 66.903.116 $ | +829.722 $ | +1,3 % | 66.073.394 $ | +6.144.805 $ | +10,3 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 68.320.874 $ | +10.874.977 $ | +18,9 % | 57.445.897 $ | -2.893.438 $ | -4,8 % | 60.339.335 $ | +2.192.730 $ | +3,8 % | 58.146.605 $ | +18.855.908 $ | +48,0 % |
| U.S. Capital Wealth Advisors, LLC | 68.211.802 $ | +5.495.894 $ | +8,8 % | 62.715.908 $ | +2.190.515 $ | +3,6 % | 60.525.393 $ | +3.861.274 $ | +6,8 % | |||
| Sage Financial Management Group, Inc. | 68.208.216 $ | +8.027.434 $ | +13,3 % | 60.180.782 $ | -566.592 $ | -0,9 % | 60.747.374 $ | +624.818 $ | +1,0 % | 60.122.556 $ | +3.643.556 $ | +6,5 % |
| Fiduciary Alliance LLC | 64.242.244 $ | -3.762.894 $ | -5,5 % | 68.005.138 $ | +5.419.334 $ | +8,7 % | 62.585.804 $ | +2.651.284 $ | +4,4 % | 59.934.520 $ | +4.126.960 $ | +7,4 % |
| Vident Advisory, LLC | 53.243.475 $ | -4.529.439 $ | -7,8 % | 57.772.914 $ | +12.688.047 $ | +28,1 % | 45.084.867 $ | -22.882.410 $ | -33,7 % | 67.967.277 $ | +4.711.387 $ | +7,4 % |
| Allen Capital Group, LLC | 67.819.205 $ | +2.700.642 $ | +4,1 % | 65.118.563 $ | +9.366.896 $ | +16,8 % | 55.751.667 $ | +2.883.660 $ | +5,5 % | 52.868.007 $ | +6.676.515 $ | +14,5 % |
| STEVENS CAPITAL PARTNERS | 67.652.471 $ | +15.449.212 $ | +29,6 % | 52.203.259 $ | +10.797.118 $ | +26,1 % | 41.406.141 $ | +12.712.947 $ | +44,3 % | 28.693.194 $ | +5.960.836 $ | +26,2 % |
| COLLECTIVE FAMILY OFFICE LLC | 67.587.712 $ | +7.544.132 $ | +12,6 % | 60.043.580 $ | +3.162.795 $ | +5,6 % | 56.880.785 $ | +5.869.196 $ | +11,5 % | 51.011.589 $ | +3.231.838 $ | +6,8 % |
| Elgethun Capital Management | 67.512.876 $ | +7.799.405 $ | +13,1 % | 59.713.471 $ | +2.230.078 $ | +3,9 % | 57.483.393 $ | +924.788 $ | +1,6 % | 56.558.605 $ | +8.254.495 $ | +17,1 % |
| GenWealth Group, Inc. | 67.478.206 $ | +7.564.375 $ | +12,6 % | 59.913.831 $ | +1.414.232 $ | +2,4 % | 58.499.599 $ | +5.354.123 $ | +10,1 % | 53.145.476 $ | +3.226.780 $ | +6,5 % |
| Ally Invest Advisors Inc. | 67.455.925 $ | +9.751.465 $ | +16,9 % | 57.704.460 $ | -915.449 $ | -1,6 % | 58.619.909 $ | +2.109.739 $ | +3,7 % | 56.510.170 $ | +8.360.862 $ | +17,4 % |
| Plancorp, LLC | 67.386.876 $ | +48.503.072 $ | +256,9 % | 18.883.804 $ | +1.120.457 $ | +6,3 % | 17.763.347 $ | -1.215.934 $ | -6,4 % | 18.979.281 $ | -2.431.572 $ | -11,4 % |
| WEALTH MANAGEMENT RESOURCES, INC. | 67.364.717 $ | +4.116.177 $ | +6,5 % | 63.248.540 $ | +3.954.806 $ | +6,7 % | 59.293.734 $ | +6.894.016 $ | +13,2 % | 52.399.718 $ | +2.429.937 $ | +4,9 % |
| Sunbelt Securities, Inc. | 67.304.952 $ | +1.494.869 $ | +2,3 % | 65.810.083 $ | +2.798.922 $ | +4,4 % | 63.011.161 $ | +10.623.697 $ | +20,3 % | |||
| St. Johns Investment Management Company, LLC | 67.288.536 $ | +8.059.905 $ | +13,6 % | 59.228.631 $ | +1.102.277 $ | +1,9 % | 58.126.354 $ | +1.903.642 $ | +3,4 % | 56.222.712 $ | +4.400.693 $ | +8,5 % |
| OLD NATIONAL BANCORP /IN/ | 43.114.504 $ | -24.134.974 $ | -35,9 % | 67.249.478 $ | +36.095.243 $ | +115,9 % | 31.154.235 $ | +1.198.139 $ | +4,0 % | 29.956.096 $ | +2.267.038 $ | +8,2 % |
| INTEGRITY ALLIANCE, LLC. | 67.232.418 $ | +11.990.445 $ | +21,7 % | 55.241.973 $ | +3.604.974 $ | +7,0 % | 51.636.999 $ | +13.196.234 $ | +34,3 % | 38.440.765 $ | -3.872.784 $ | -9,2 % |
| Harbor Group, Inc. | 67.177.712 $ | +9.255.207 $ | +16,0 % | 57.922.505 $ | -2.810.923 $ | -4,6 % | 60.733.428 $ | -481.311 $ | -0,8 % | 61.214.739 $ | +3.817.692 $ | +6,7 % |
| MorganRosel Wealth Management, LLC | 51.228.023 $ | +5.325.964 $ | +11,6 % | 45.902.059 $ | -21.186.817 $ | -31,6 % | 67.088.876 $ | +10.252.300 $ | +18,0 % | 56.836.576 $ | +2.178.183 $ | +4,0 % |
| Fort Point Capital Partners LLC | 67.060.989 $ | +14.940.599 $ | +28,7 % | 52.120.390 $ | -2.055.615 $ | -3,8 % | 54.176.005 $ | +4.691.198 $ | +9,5 % | 49.484.807 $ | -10.823.178 $ | -17,9 % |
| Carolina Wealth Management Inc | 67.021.688 $ | |||||||||||
| Capital Advisors Wealth Management, LLC | 66.515.280 $ | +6.476.713 $ | +10,8 % | 60.038.567 $ | +3.369.405 $ | +5,9 % | 56.669.162 $ | +5.933.275 $ | +11,7 % | 50.735.887 $ | +6.710.371 $ | +15,2 % |
| HC Advisors, LLC | 66.219.976 $ | +6.335.096 $ | +10,6 % | 59.884.880 $ | +2.574.160 $ | +4,5 % | 57.310.720 $ | +1.338.781 $ | +2,4 % | 55.971.939 $ | +1.911.957 $ | +3,5 % |
| Coastal Bridge Advisors, LLC | 66.187.914 $ | +7.091.400 $ | +12,0 % | 59.096.514 $ | +4.110.274 $ | +7,5 % | 54.986.240 $ | +2.321.339 $ | +4,4 % | 52.664.901 $ | +2.609.398 $ | +5,2 % |
| Redhawk Wealth Advisors, Inc. | 66.015.908 $ | +6.266.688 $ | +10,5 % | 59.749.220 $ | +5.706.170 $ | +10,6 % | 54.043.050 $ | +5.214.269 $ | +10,7 % | 48.828.781 $ | +4.640.289 $ | +10,5 % |
| Clarius Group, LLC | 65.378.551 $ | -477.095 $ | -0,7 % | 65.855.646 $ | +6.408.721 $ | +10,8 % | ||||||
| CAPITAL ADVISORS INC/OK | 60.179.891 $ | +6.642.596 $ | +12,4 % | 53.537.295 $ | -12.236.077 $ | -18,6 % | 65.773.372 $ | +2.485.951 $ | +3,9 % | 63.287.421 $ | +3.228.531 $ | +5,4 % |
| VALICENTI ADVISORY SERVICES INC | 65.728.000 $ | +9.230.000 $ | +16,3 % | 56.498.000 $ | -9.232.000 $ | -14,0 % | 65.730.000 $ | +4.934.000 $ | +8,1 % | 60.796.000 $ | +9.229.000 $ | +17,9 % |
| Arkadios Wealth Advisors | 65.533.020 $ | +11.709.376 $ | +21,8 % | 53.823.644 $ | +24.300.689 $ | +82,3 % | 29.522.955 $ | +2.358.537 $ | +8,7 % | 27.164.418 $ | +3.563.186 $ | +15,1 % |
| Advocacy Wealth Management, LLC | 65.520.499 $ | +14.586.804 $ | +28,6 % | 50.933.695 $ | +1.491.968 $ | +3,0 % | 49.441.727 $ | +3.264.798 $ | +7,1 % | 46.176.929 $ | +4.393.509 $ | +10,5 % |
| Dodds Wealth, LLC | 65.410.914 $ | +8.359.598 $ | +14,7 % | 57.051.316 $ | -262.065 $ | -0,5 % | 57.313.381 $ | +1.191.021 $ | +2,1 % | 56.122.360 $ | +4.296.207 $ | +8,3 % |
| Plum Street Advisors, LLC | 65.008.547 $ | +4.632.123 $ | +7,7 % | 60.376.424 $ | +1.459.957 $ | +2,5 % | 58.916.467 $ | +4.294.462 $ | +7,9 % | 54.622.005 $ | +3.159.722 $ | +6,1 % |
| Texas Yale Capital Corp. | 64.967.269 $ | +8.178.532 $ | +14,4 % | 56.788.737 $ | +1.744.234 $ | +3,2 % | 55.044.503 $ | +5.390.708 $ | +10,9 % | 49.653.795 $ | +7.290.457 $ | +17,2 % |
| CFG Wealth Management Services, Inc. | 64.800.692 $ | -12.733 $ | -0,0 % | 64.813.425 $ | +474.844 $ | +0,7 % | 64.338.581 $ | |||||
| NAPLES GLOBAL ADVISORS, LLC | 64.661.976 $ | +7.964.729 $ | +14,0 % | 56.697.247 $ | +2.652.443 $ | +4,9 % | 54.044.804 $ | +2.426.564 $ | +4,7 % | 51.618.240 $ | +4.969.975 $ | +10,7 % |
| eCIO, Inc. | 64.568.699 $ | +6.932.905 $ | +12,0 % | 57.635.794 $ | +7.930.512 $ | +16,0 % | 49.705.282 $ | +8.429.124 $ | +20,4 % | |||
| Schaeffer Financial LLC | 64.535.194 $ | +8.824.575 $ | +15,8 % | 55.710.619 $ | +406.029 $ | +0,7 % | 55.304.590 $ | -8.100.144 $ | -12,8 % | 63.404.734 $ | +2.280.718 $ | +3,7 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 64.211.056 $ | +32.831.903 $ | +104,6 % | 31.379.153 $ | -7.636.415 $ | -19,6 % | 39.015.568 $ | +2.889.405 $ | +8,0 % | 36.126.163 $ | +2.461.509 $ | +7,3 % |
| Invst, LLC | 58.837.337 $ | -5.319.473 $ | -8,3 % | 64.156.810 $ | +5.184.910 $ | +8,8 % | 58.971.900 $ | +8.013.717 $ | +15,7 % | |||
| Simplicity Wealth,LLC | 63.938.667 $ | +34.502.882 $ | +117,2 % | 29.435.785 $ | -4.967.073 $ | -14,4 % | 34.402.858 $ | +1.845.526 $ | +5,7 % | 32.557.332 $ | +6.741.407 $ | +26,1 % |
| Heartwood Wealth Advisors LLC | 63.806.642 $ | +8.842.762 $ | +16,1 % | 54.963.880 $ | -1.922.132 $ | -3,4 % | 56.886.012 $ | -778.625 $ | -1,4 % | 57.664.637 $ | +6.502.877 $ | +12,7 % |
| Alpha Omega Wealth Management LLC | 63.740.137 $ | +5.502.442 $ | +9,4 % | 58.237.695 $ | +2.323.091 $ | +4,2 % | 55.914.604 $ | +1.821.808 $ | +3,4 % | 54.092.796 $ | +3.751.272 $ | +7,5 % |
| Foster Victor Wealth Advisors, LLC | 63.466.010 $ | +12.540.971 $ | +24,6 % | 50.925.039 $ | -7.257.660 $ | -12,5 % | 58.182.699 $ | +6.631.939 $ | +12,9 % | 51.550.760 $ | +9.767.022 $ | +23,4 % |
| Retirement Planning Group, LLC | 63.399.260 $ | +8.184.983 $ | +14,8 % | 55.214.277 $ | +693.029 $ | +1,3 % | 54.521.248 $ | -700.376 $ | -1,3 % | 55.221.624 $ | -2.620.167 $ | -4,5 % |
| Midwest Capital Advisors, LLC | 63.364.733 $ | +21.706.331 $ | +52,1 % | 41.658.402 $ | +10.687.188 $ | +34,5 % | 30.971.214 $ | +1.786.890 $ | +6,1 % | 29.184.324 $ | +837.853 $ | +3,0 % |
| PINNACLE ASSOCIATES LTD | 63.354.819 $ | +5.053.235 $ | +8,7 % | 58.301.584 $ | +4.917.314 $ | +9,2 % | 53.384.270 $ | -196.891 $ | -0,4 % | 53.581.161 $ | +787.223 $ | +1,5 % |
| McGlone Suttner Wealth Management, Inc. | 63.323.943 $ | +8.140.689 $ | +14,8 % | 55.183.254 $ | -3.066.936 $ | -5,3 % | 58.250.190 $ | +2.059.686 $ | +3,7 % | 56.190.504 $ | +4.463.216 $ | +8,6 % |
| MidWestOne Financial Group, Inc. | 63.226.637 $ | +4.617.759 $ | +7,9 % | 58.608.878 $ | +4.552.466 $ | +8,4 % | ||||||
| Carnegie Investment Counsel | 63.082.724 $ | +5.424.439 $ | +9,4 % | 57.658.285 $ | +3.191.303 $ | +5,9 % | 54.466.982 $ | +19.345.069 $ | +55,1 % | 35.121.913 $ | +2.015.969 $ | +6,1 % |
| Legacy Private Trust Co. | 63.062.588 $ | +6.584.575 $ | +11,7 % | 56.478.013 $ | -2.246.188 $ | -3,8 % | 58.724.201 $ | +1.320.009 $ | +2,3 % | 57.404.192 $ | +2.394.563 $ | +4,4 % |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 62.770.302 $ | +6.302.171 $ | +11,2 % | 56.468.131 $ | -1.709.301 $ | -2,9 % | 58.177.432 $ | +516.054 $ | +0,9 % | 57.661.378 $ | +3.632.177 $ | +6,7 % |
| STEPHENS INC /AR/ | 62.767.316 $ | +4.283.138 $ | +7,3 % | 58.484.178 $ | +8.814.487 $ | +17,7 % | 49.669.691 $ | +10.841.474 $ | +27,9 % | 38.828.217 $ | +1.484.684 $ | +4,0 % |
| HORAN Wealth, LLC | 62.725.901 $ | +8.207.844 $ | +15,1 % | 54.518.057 $ | +26.055.336 $ | +91,5 % | 28.462.721 $ | +551.528 $ | +2,0 % | 27.911.193 $ | +4.018.441 $ | +16,8 % |
| Arlington Financial Advisors, LLC | 62.652.208 $ | +5.624.542 $ | +9,9 % | 57.027.666 $ | +263.947 $ | +0,5 % | 56.763.719 $ | +3.103.261 $ | +5,8 % | 53.660.458 $ | +5.051.286 $ | +10,4 % |
| COOPER/HAIMS ADVISORS, LLC | 58.235.762 $ | +3.533.045 $ | +6,5 % | 54.702.717 $ | -5.391.913 $ | -9,0 % | 60.094.630 $ | -2.349.090 $ | -3,8 % | 62.443.720 $ | +4.334.147 $ | +7,5 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 62.354.016 $ | +15.423.900 $ | +32,9 % | 46.930.116 $ | +10.385.244 $ | +28,4 % | 36.544.872 $ | +2.887.657 $ | +8,6 % | 33.657.215 $ | +4.802.082 $ | +16,6 % |
| Athena Investment Management | 55.213.100 $ | -5.313.252 $ | -8,8 % | 60.526.352 $ | -1.519.372 $ | -2,4 % | 62.045.724 $ | +1.239.511 $ | +2,0 % | 60.806.213 $ | +3.677.568 $ | +6,4 % |
| Passive Capital Management, LLC. | 60.151.960 $ | -1.314.783 $ | -2,1 % | 61.466.743 $ | +1.314.783 $ | +2,2 % | 60.151.960 $ | +2.407.386 $ | +4,2 % | 57.744.574 $ | -595.381 $ | -1,0 % |
| BOKF, NA | 61.325.921 $ | +4.379.100 $ | +7,7 % | 56.946.821 $ | +7.615.172 $ | +15,4 % | 49.331.649 $ | +692.721 $ | +1,4 % | 48.638.928 $ | +2.273.422 $ | +4,9 % |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 61.233.087 $ | +2.800.491 $ | +4,8 % | 58.432.596 $ | +4.765.528 $ | +8,9 % | 53.667.068 $ | +10.178.257 $ | +23,4 % | 43.488.811 $ | +23.225.709 $ | +114,6 % |
| Rollins Financial Advisors, LLC | 58.838.114 $ | +6.717.165 $ | +12,9 % | 52.120.949 $ | -6.675.446 $ | -11,4 % | 58.796.395 $ | -2.340.497 $ | -3,8 % | 61.136.892 $ | +2.693.815 $ | +4,6 % |
| WT Wealth Management | 61.068.429 $ | +6.669.041 $ | +12,3 % | 54.399.388 $ | -3.036.975 $ | -5,3 % | 57.436.363 $ | +484.676 $ | +0,9 % | 56.951.687 $ | -2.336.659 $ | -3,9 % |
| FIDUCIARY FINANCIAL GROUP, LLC | 60.893.498 $ | +4.937.224 $ | +8,8 % | 55.956.274 $ | +4.753.929 $ | +9,3 % | 51.202.345 $ | +1.896.799 $ | +3,8 % | 49.305.546 $ | +3.931.531 $ | +8,7 % |
| Bernard Wealth Management Corp. | 60.893.370 $ | +9.202.770 $ | +17,8 % | 51.690.600 $ | -2.149.719 $ | -4,0 % | 53.840.319 $ | +1.352.562 $ | +2,6 % | 52.487.757 $ | -2.564.566 $ | -4,7 % |
| Friday Financial | 60.809.508 $ | +17.771.345 $ | +41,3 % | 43.038.163 $ | -67.388 $ | -0,2 % | 43.105.551 $ | +2.538.069 $ | +6,3 % | 40.567.482 $ | +10.879.927 $ | +36,6 % |
| Amicus Financial Advisors, LLC | 60.774.013 $ | +2.748.013 $ | +4,7 % | 58.026.000 $ | +801.332 $ | +1,4 % | 57.224.668 $ | |||||
| Whelan Financial | 60.670.635 $ | +3.072.654 $ | +5,3 % | 57.597.981 $ | +5.686.616 $ | +11,0 % | 51.911.365 $ | +556.401 $ | +1,1 % | 51.354.964 $ | +2.350.599 $ | +4,8 % |
| Verde Capital Management | 60.648.191 $ | +7.354.936 $ | +13,8 % | 53.293.255 $ | +3.934.473 $ | +8,0 % | 49.358.782 $ | +4.124.180 $ | +9,1 % | 45.234.602 $ | +6.783.628 $ | +17,6 % |
| American Financial Advisors, LLC | 50.819.910 $ | -9.714.457 $ | -16,0 % | 60.534.367 $ | +3.837.890 $ | +6,8 % | 56.696.477 $ | +1.081.050 $ | +1,9 % | 55.615.427 $ | +9.561.745 $ | +20,8 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 60.423.630 $ | +12.272.834 $ | +25,5 % | 48.150.796 $ | -11.171.529 $ | -18,8 % | 59.322.325 $ | +3.965.670 $ | +7,2 % | 55.356.655 $ | -6.805.997 $ | -10,9 % |
| Trust Co | 60.411.695 $ | +3.441.063 $ | +6,0 % | 56.970.632 $ | +4.080.774 $ | +7,7 % | 52.889.858 $ | +2.930.381 $ | +5,9 % | 49.959.477 $ | +3.671.480 $ | +7,9 % |
| Kathmere Capital Management, LLC | 60.063.141 $ | +7.038.123 $ | +13,3 % | 53.025.018 $ | -656.690 $ | -1,2 % | 53.681.708 $ | +2.456.116 $ | +4,8 % | 51.225.592 $ | +688.510 $ | +1,4 % |
| Allied Investment Advisors, LLC | 59.775.060 $ | +3.661.253 $ | +6,5 % | 56.113.807 $ | +6.813.716 $ | +13,8 % | 49.300.091 $ | +2.302.117 $ | +4,9 % | 46.997.974 $ | +3.397.263 $ | +7,8 % |
| Stokes Family Office, LLC | 3.195.429 $ | -27.675.381 $ | -89,6 % | 30.870.810 $ | -20.533.268 $ | -39,9 % | 51.404.078 $ | -8.335.697 $ | -14,0 % | 59.739.775 $ | +8.687.020 $ | +17,0 % |
| Independent Solutions Wealth Management, LLC | 59.714.351 $ | +4.998.310 $ | +9,1 % | 54.716.041 $ | -1.129.384 $ | -2,0 % | 55.845.425 $ | +157.250 $ | +0,3 % | 55.688.175 $ | +2.741.631 $ | +5,2 % |
| Creekside Partners | 59.561.744 $ | +8.207.776 $ | +16,0 % | 51.353.968 $ | +264.152 $ | +0,5 % | 51.089.816 $ | +2.870.853 $ | +6,0 % | 48.218.963 $ | +3.687.740 $ | +8,3 % |
| Womack Financial LLC | 59.552.551 $ | +7.555.699 $ | +14,5 % | 51.996.852 $ | +1.237.786 $ | +2,4 % | 50.759.066 $ | +1.525.111 $ | +3,1 % | 49.233.955 $ | +5.269.800 $ | +12,0 % |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 36.748.247 $ | +4.970.982 $ | +15,6 % | 31.777.265 $ | -27.750.426 $ | -46,6 % | 59.527.691 $ | +29.109.229 $ | +95,7 % | 30.418.462 $ | +4.444.239 $ | +17,1 % |
| Breakwater Investment Management | 59.460.229 $ | +6.202.253 $ | +11,6 % | 53.257.976 $ | -82.964 $ | -0,2 % | 53.340.940 $ | +3.446.755 $ | +6,9 % | 49.894.185 $ | +2.770.916 $ | +5,9 % |
| Peak Financial Management, Inc. | 59.455.434 $ | +7.378.293 $ | +14,2 % | 52.077.141 $ | +1.057.036 $ | +2,1 % | 51.020.105 $ | +1.392.079 $ | +2,8 % | 49.628.026 $ | +1.364.073 $ | +2,8 % |
| ALLSTATE CORP | 59.453.078 $ | |||||||||||
| Souders Financial Advisors | 59.416.248 $ | +3.783.470 $ | +6,8 % | 55.632.778 $ | +866.588 $ | +1,6 % | 54.766.190 $ | +1.141.043 $ | +2,1 % | 53.625.147 $ | +3.442.482 $ | +6,9 % |
| Russell Investments Group, Ltd. | 59.192.408 $ | +2.126.885 $ | +3,7 % | 57.065.523 $ | -1.567.894 $ | -2,7 % | 58.633.417 $ | +41.576.501 $ | +243,8 % | 17.056.916 $ | +4.515.212 $ | +36,0 % |
| BLB&B Advisors, LLC | 59.148.672 $ | +7.567.659 $ | +14,7 % | 51.581.013 $ | -267.685 $ | -0,5 % | 51.848.698 $ | +1.120.823 $ | +2,2 % | 50.727.875 $ | +1.449.411 $ | +2,9 % |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 58.918.903 $ | +22.417.194 $ | +61,4 % | 36.501.709 $ | +14.075.435 $ | +62,8 % | 22.426.274 $ | +10.852.669 $ | +93,8 % | 11.573.605 $ | +9.155.497 $ | +378,6 % |
| OneAscent Financial Services LLC | 58.715.826 $ | +7.316.852 $ | +14,2 % | 51.398.974 $ | +6.797.858 $ | +15,2 % | 44.601.116 $ | +533.357 $ | +1,2 % | 44.067.759 $ | +6.869.759 $ | +18,5 % |
| ROVIN CAPITAL /UT/ /ADV | 32.489.000 $ | -26.221.000 $ | -44,7 % | 58.710.000 $ | +30.256.000 $ | +106,3 % | ||||||
| Asset Management Group, Inc. | 58.366.961 $ | +5.159.512 $ | +9,7 % | 53.207.449 $ | +1.036.335 $ | +2,0 % | 52.171.114 $ | -414.385 $ | -0,8 % | 52.585.499 $ | +3.279.612 $ | +6,7 % |
| FIFTH THIRD SECURITIES, INC. | 58.284.925 $ | +5.096.227 $ | +9,6 % | 53.188.698 $ | +458.068 $ | +0,9 % | 52.730.630 $ | +1.662.804 $ | +3,3 % | 51.067.826 $ | +2.483.377 $ | +5,1 % |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 58.047.374 $ | +2.934.241 $ | +5,3 % | |||||||||
| Scott Capital Advisors, LLC | 57.879.327 $ | +1.976.615 $ | +3,5 % | 55.902.712 $ | +4.300.997 $ | +8,3 % | 51.601.715 $ | -2.748.624 $ | -5,1 % | 54.350.339 $ | +1.873.656 $ | +3,6 % |
| LOWERY THOMAS, LLC | 57.719.085 $ | +6.709.844 $ | +13,2 % | 51.009.241 $ | -149.743 $ | -0,3 % | 51.158.984 $ | +1.450.812 $ | +2,9 % | 49.708.172 $ | +5.447.642 $ | +12,3 % |
| Columbus Macro, LLC | 57.716.197 $ | +4.752.592 $ | +9,0 % | 52.963.605 $ | -3.007.335 $ | -5,4 % | 55.970.940 $ | +1.448.292 $ | +2,7 % | 54.522.648 $ | +1.337.911 $ | +2,5 % |
| Intergy Private Wealth, LLC | 57.619.896 $ | +6.269.526 $ | +12,2 % | 51.350.370 $ | +6.094.534 $ | +13,5 % | 45.255.836 $ | +2.418.058 $ | +5,6 % | 42.837.778 $ | +2.973.402 $ | +7,5 % |
| Gerber Kawasaki Wealth & Investment Management | 57.527.362 $ | +1.280.468 $ | +2,3 % | 56.246.894 $ | +1.331.565 $ | +2,4 % | 54.915.329 $ | -509.215 $ | -0,9 % | 55.424.544 $ | +1.419.234 $ | +2,6 % |
| Envision Financial LLC | 57.267.072 $ | +4.764.329 $ | +9,1 % | 52.502.743 $ | -813.416 $ | -1,5 % | 53.316.159 $ | +2.920.606 $ | +5,8 % | 50.395.553 $ | +3.870.983 $ | +8,3 % |
| DONALDSON CAPITAL MANAGEMENT, LLC | 57.253.614 $ | +12.198.240 $ | +27,1 % | 45.055.374 $ | +5.137.840 $ | +12,9 % | 39.917.534 $ | +4.503.252 $ | +12,7 % | 35.414.282 $ | +4.194.974 $ | +13,4 % |
| MORRIS FINANCIAL CONCEPTS, INC. | 56.928.904 $ | +6.408.004 $ | +12,7 % | 50.520.900 $ | -357.178 $ | -0,7 % | 50.878.078 $ | +2.449.317 $ | +5,1 % | 48.428.761 $ | +5.105.105 $ | +11,8 % |
| Appalachian Capital Management Ltd | 56.682.536 $ | +6.805.800 $ | +13,6 % | 49.876.736 $ | +5.491 $ | +0,0 % | 49.871.245 $ | |||||
| CIBC Bancorp USA Inc. | 56.656.919 $ | +11.979.099 $ | +26,8 % | 44.677.820 $ | +40.477.882 $ | +963,8 % | 4.199.938 $ | |||||
| ARBOR TRUST WEALTH ADVISORS, LLC | 56.553.249 $ | +6.229.382 $ | +12,4 % | 50.323.867 $ | -1.056.880 $ | -2,1 % | 51.380.747 $ | +3.776.025 $ | +7,9 % | 47.604.722 $ | +4.153.346 $ | +9,6 % |
| ELEVATION WEALTH PARTNERS, LLC | 56.513.275 $ | +5.735.886 $ | +11,3 % | 50.777.389 $ | +369.976 $ | +0,7 % | 50.407.413 $ | +281.582 $ | +0,6 % | 50.125.831 $ | +3.784.283 $ | +8,2 % |
| Galvin, Gaustad & Stein, LLC | 56.436.298 $ | +2.661.670 $ | +4,9 % | 53.774.628 $ | -1.025.561 $ | -1,9 % | 54.800.189 $ | +498.515 $ | +0,9 % | 54.301.674 $ | +2.703.918 $ | +5,2 % |
| Capital Management Associates, Inc | 56.397.774 $ | +7.143.673 $ | +14,5 % | 49.254.101 $ | -1.852.112 $ | -3,6 % | 51.106.213 $ | +815.473 $ | +1,6 % | 50.290.740 $ | +3.605.691 $ | +7,7 % |
| Paradiem, LLC | 56.258.131 $ | |||||||||||
| VICTORY FINANCIAL GROUP, LLC | 53.961.637 $ | +2.776.143 $ | +5,4 % | 51.185.494 $ | +232.776 $ | +0,5 % | 50.952.718 $ | -5.188.325 $ | -9,2 % | 56.141.043 $ | +5.190.745 $ | +10,2 % |
| Parallel Advisors, LLC | 56.088.114 $ | +8.600.327 $ | +18,1 % | 47.487.787 $ | +738.626 $ | +1,6 % | 46.749.161 $ | -2.174.118 $ | -4,4 % | 48.923.279 $ | +183.537 $ | +0,4 % |
| PACES FERRY WEALTH ADVISORS, LLC | 55.990.851 $ | +6.673.067 $ | +13,5 % | 49.317.784 $ | +1.201.347 $ | +2,5 % | 48.116.437 $ | +2.189.647 $ | +4,8 % | 45.926.790 $ | +2.834.376 $ | +6,6 % |
| Ironwood Investment Counsel, LLC | 55.933.437 $ | +7.577.653 $ | +15,7 % | 48.355.784 $ | +341.484 $ | +0,7 % | 48.014.300 $ | -354.173 $ | -0,7 % | 48.368.473 $ | +667.640 $ | +1,4 % |
| ProVise Management Group, LLC | 55.912.172 $ | +5.840.065 $ | +11,7 % | 50.072.107 $ | -2.560.663 $ | -4,9 % | 52.632.770 $ | -386.917 $ | -0,7 % | 53.019.687 $ | +1.509.903 $ | +2,9 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 55.846.482 $ | +9.193.550 $ | +19,7 % | 46.652.932 $ | +3.007.168 $ | +6,9 % | 43.645.764 $ | +737.180 $ | +1,7 % | 42.908.584 $ | +2.978.036 $ | +7,5 % |
| J.W. COLE ADVISORS, INC. | 55.825.745 $ | +21.173.578 $ | +61,1 % | 34.652.167 $ | -11.283.557 $ | -24,6 % | 45.935.724 $ | +9.243.284 $ | +25,2 % | |||
| Triton Wealth Management, PLLC | 52.607.921 $ | +6.414.793 $ | +13,9 % | 46.193.128 $ | -2.879.098 $ | -5,9 % | 49.072.226 $ | -6.682.666 $ | -12,0 % | 55.754.892 $ | +5.487.086 $ | +10,9 % |
| Hardy Reed LLC | 55.750.927 $ | +3.194.687 $ | +6,1 % | 52.556.240 $ | +4.102.278 $ | +8,5 % | 48.453.962 $ | +3.367.810 $ | +7,5 % | 45.086.152 $ | +2.769.245 $ | +6,5 % |
| FLOW TRADERS U.S. LLC | 18.044.000 $ | -6.074.000 $ | -25,2 % | 24.118.000 $ | -13.328.000 $ | -35,6 % | 37.446.000 $ | -18.110.000 $ | -32,6 % | 55.556.000 $ | -6.015.000 $ | -9,8 % |
| ARCADIA INVESTMENT ADVISORS LLC | 55.352.465 $ | +6.305.473 $ | +12,9 % | 49.046.992 $ | -16.600 $ | -0,0 % | 49.063.592 $ | +8.405.364 $ | +20,7 % | 40.658.228 $ | +436.701 $ | +1,1 % |
| GILL CAPITAL PARTNERS, LLC | 55.298.483 $ | +4.484.251 $ | +8,8 % | 50.814.232 $ | -32.897 $ | -0,1 % | 50.847.129 $ | +2.642.434 $ | +5,5 % | 48.204.695 $ | +2.263.409 $ | +4,9 % |
| Davis Capital Management | 55.148.003 $ | +7.529.825 $ | +15,8 % | 47.618.178 $ | +1.786.811 $ | +3,9 % | 45.831.367 $ | +1.500.302 $ | +3,4 % | 44.331.065 $ | ||
| Prosperity Wealth Management, Inc. | 55.116.422 $ | +4.723.201 $ | +9,4 % | 50.393.221 $ | +5.476.696 $ | +12,2 % | ||||||
| United Capital Management of KS, Inc. | 29.179.904 $ | +698.073 $ | +2,5 % | 28.481.831 $ | -26.493.731 $ | -48,2 % | 54.975.562 $ | +27.981.750 $ | +103,7 % | 26.993.812 $ | +1.234.633 $ | +4,8 % |
| JUNCTURE WEALTH STRATEGIES, LLC | 54.964.258 $ | +2.646.037 $ | +5,1 % | 52.318.221 $ | -236.597 $ | -0,5 % | 52.554.818 $ | +833.454 $ | +1,6 % | 51.721.364 $ | +2.846.700 $ | +5,8 % |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 54.923.909 $ | +6.049.749 $ | +12,4 % | 48.874.160 $ | +2.665.699 $ | +5,8 % | 46.208.461 $ | +3.325.903 $ | +7,8 % | |||
| LifeGuide Financial Advisors, LLC | 54.921.397 $ | +3.257.066 $ | +6,3 % | 51.664.331 $ | +3.012.417 $ | +6,2 % | 48.651.914 $ | +3.951.850 $ | +8,8 % | 44.700.064 $ | -122.178 $ | -0,3 % |
| Brightwater Advisory LLC | 53.963.106 $ | -944.801 $ | -1,7 % | 54.907.907 $ | +2.632.241 $ | +5,0 % | 52.275.666 $ | +1.109.821 $ | +2,2 % | 51.165.845 $ | +2.104.957 $ | +4,3 % |
| Shilanski & Associates, Inc. | 54.826.582 $ | +4.856.720 $ | +9,7 % | |||||||||
| Paradigm, Strategies in Wealth Management, LLC | 54.720.136 $ | +4.432.146 $ | +8,8 % | 50.287.990 $ | -2.641.027 $ | -5,0 % | 52.929.017 $ | -607.678 $ | -1,1 % | 53.536.695 $ | +1.645.704 $ | +3,2 % |
| Opus Capital Group, LLC | 60.876 $ | -53.831.124 $ | -99,9 % | 53.892.000 $ | -790.000 $ | -1,4 % | 54.682.000 $ | +1.049.000 $ | +2,0 % | 53.633.000 $ | -34.086.000 $ | -38,9 % |
| Winthrop Capital Management, LLC | 54.618.000 $ | +4.420.000 $ | +8,8 % | 50.198.000 $ | -1.578.000 $ | -3,0 % | 51.776.000 $ | +856.000 $ | +1,7 % | 50.920.000 $ | +1.854.000 $ | +3,8 % |
| Wilmington Savings Fund Society, FSB | 54.454.012 $ | +5.838.410 $ | +12,0 % | 48.615.602 $ | -3.405.216 $ | -6,5 % | 52.020.818 $ | +2.058.930 $ | +4,1 % | 49.961.888 $ | +3.446.342 $ | +7,4 % |
| Madden Advisory Services, Inc. | 54.169.697 $ | +5.582.972 $ | +11,5 % | 48.586.725 $ | -3.374.965 $ | -6,5 % | 51.961.690 $ | +273.414 $ | +0,5 % | 51.688.276 $ | +5.838.659 $ | +12,7 % |
| VISIONARY HORIZONS, LLC | 54.008.320 $ | +10.169.867 $ | +23,2 % | 43.838.453 $ | -1.987.529 $ | -4,3 % | 45.825.982 $ | +5.193.139 $ | +12,8 % | 40.632.843 $ | +5.903.374 $ | +17,0 % |
| Wilkins Miller Wealth Management, LLC | 53.899.188 $ | +7.775.423 $ | +16,9 % | 46.123.765 $ | -1.602.243 $ | -3,4 % | 47.726.008 $ | +1.964.677 $ | +4,3 % | 45.761.331 $ | +4.044.486 $ | +9,7 % |
| Tradewinds Capital Management, LLC | 28.857.205 $ | +5.570.926 $ | +23,9 % | 23.286.279 $ | -21.068.349 $ | -47,5 % | 44.354.628 $ | -9.533.026 $ | -17,7 % | 53.887.654 $ | +24.430.070 $ | +82,9 % |
| Barry Investment Advisors, LLC | 53.856.129 $ | +7.033.841 $ | +15,0 % | 46.822.288 $ | +4.880.801 $ | +11,6 % | 41.941.487 $ | +1.672.828 $ | +4,2 % | 40.268.659 $ | +3.374.532 $ | +9,1 % |
| Meriwether Wealth & Planning, LLC | 53.815.326 $ | +8.300.937 $ | +18,2 % | 45.514.389 $ | -7.089.237 $ | -13,5 % | 52.603.626 $ | +7.205.200 $ | +15,9 % | 45.398.426 $ | +4.750.878 $ | +11,7 % |
| Nalls Sherbakoff Group, LLC | 49.704.924 $ | +3.774.071 $ | +8,2 % | 45.930.853 $ | -1.570.195 $ | -3,3 % | 47.501.048 $ | -6.132.539 $ | -11,4 % | 53.633.587 $ | +3.887.652 $ | +7,8 % |
| Leading Edge Financial Planning LLC | 53.572.169 $ | +8.989.156 $ | +20,2 % | 44.583.013 $ | +1.795.434 $ | +4,2 % | 42.787.579 $ | +4.057.358 $ | +10,5 % | 38.730.221 $ | +4.175.760 $ | +12,1 % |
| White Pine Investment CO | 53.439.000 $ | +5.939.000 $ | +12,5 % | 47.500.000 $ | +1.922.000 $ | +4,2 % | 45.578.000 $ | +1.954.000 $ | +4,5 % | 43.624.000 $ | +3.166.000 $ | +7,8 % |
| Sarver Vrooman Wealth Advisors | 53.394.769 $ | +2.647.144 $ | +5,2 % | 50.747.625 $ | +5.406.338 $ | +11,9 % | 45.341.287 $ | +466.018 $ | +1,0 % | 44.875.269 $ | +1.237.411 $ | +2,8 % |
| Rosenberg Matthew Hamilton | 53.378.828 $ | +6.212.373 $ | +13,2 % | 47.166.455 $ | +506.079 $ | +1,1 % | 46.660.376 $ | +2.742.137 $ | +6,2 % | 43.918.239 $ | +4.553.723 $ | +11,6 % |
| BANK OF MONTREAL /CAN/ | 53.212.840 $ | +4.447.319 $ | +9,1 % | 48.765.521 $ | -1.671.123 $ | -3,3 % | 50.436.644 $ | +5.693.142 $ | +12,7 % | 44.743.502 $ | +1.889.963 $ | +4,4 % |
| CGC Financial Services, LLC | 53.195.300 $ | +3.065.336 $ | +6,1 % | 50.129.964 $ | +5.431.273 $ | +12,2 % | 44.698.691 $ | +1.038.628 $ | +2,4 % | 43.660.063 $ | -16.219.013 $ | -27,1 % |
| Leonard Rickey Investment Advisors P.L.L.C. | 53.182.468 $ | +6.409.726 $ | +13,7 % | 46.772.742 $ | +1.593.693 $ | +3,5 % | 45.179.049 $ | +2.376.715 $ | +5,6 % | 42.802.334 $ | +2.702.966 $ | +6,7 % |
| DAGCO, INC. | 53.115.589 $ | +7.059.614 $ | +15,3 % | 46.055.975 $ | +3.713.665 $ | +8,8 % | 42.342.310 $ | +1.302.768 $ | +3,2 % | 41.039.542 $ | +2.572.667 $ | +6,7 % |
| Altiora Financial Group, LLC | 38.775.123 $ | -1.406.492 $ | -3,5 % | 40.181.615 $ | +82.319 $ | +0,2 % | 40.099.296 $ | -12.991.926 $ | -24,5 % | 53.091.222 $ | -528.503 $ | -1,0 % |
| Brooklyn FI, LLC | 52.609.493 $ | +7.645.885 $ | +17,0 % | 44.963.608 $ | +5.374.557 $ | +13,6 % | 39.589.051 $ | +2.757.230 $ | +7,5 % | 36.831.821 $ | +5.236.795 $ | +16,6 % |
| SeaCrest Wealth Management, LLC | 47.159.131 $ | -3.282.531 $ | -6,5 % | 50.441.662 $ | -2.157.343 $ | -4,1 % | 52.599.005 $ | +1.006.374 $ | +2,0 % | 51.592.631 $ | +3.525.804 $ | +7,3 % |
| Beacon Wealthcare LLC | 52.586.085 $ | +2.101.458 $ | +4,2 % | 50.484.627 $ | +64.071 $ | +0,1 % | 50.420.556 $ | +2.083.605 $ | +4,3 % | 48.336.951 $ | +3.478.617 $ | +7,8 % |
| Kingsview Wealth Management, LLC | 51.663.624 $ | +5.014.400 $ | +10,7 % | 46.649.224 $ | -10.158 $ | -0,0 % | 46.659.382 $ | -5.902.918 $ | -11,2 % | 52.562.300 $ | +532.582 $ | +1,0 % |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 52.433.723 $ | +5.336.975 $ | +11,3 % | 47.096.748 $ | -242.104 $ | -0,5 % | 47.338.852 $ | +4.433.227 $ | +10,3 % | 42.905.625 $ | +10.128.777 $ | +30,9 % |
| Bristlecone Advisors, LLC | 52.423.717 $ | +2.049.333 $ | +4,1 % | |||||||||
| Genesee Capital Advisors, LLC | 52.351.256 $ | +4.310.981 $ | +9,0 % | 48.040.275 $ | -1.731.572 $ | -3,5 % | 49.771.847 $ | +7.900.352 $ | +18,9 % | 41.871.495 $ | +113.863 $ | +0,3 % |
| Bond & Devick Financial Network, Inc. | 52.270.103 $ | +4.684.267 $ | +9,8 % | 47.585.836 $ | +517.546 $ | +1,1 % | 47.068.290 $ | +2.445.068 $ | +5,5 % | 44.623.222 $ | +4.898.480 $ | +12,3 % |
| WealthPlan Investment Management, LLC | 52.165.580 $ | +10.824.684 $ | +26,2 % | 41.340.896 $ | -4.314.679 $ | -9,5 % | 45.655.575 $ | +7.820.564 $ | +20,7 % | 37.835.011 $ | -5.718.508 $ | -13,1 % |
| SECURIAN ASSET MANAGEMENT, INC | 52.030.710 $ | +3.525.630 $ | +7,3 % | 48.505.080 $ | +5.138.250 $ | +11,8 % | 43.366.830 $ | +205.530 $ | +0,5 % | 43.161.300 $ | +1.264.800 $ | +3,0 % |
| Sound View Wealth Advisors Group, LLC | 51.806.826 $ | +4.601.778 $ | +9,7 % | 47.205.048 $ | -939.111 $ | -2,0 % | 48.144.159 $ | +1.650.574 $ | +3,6 % | 46.493.585 $ | +4.984.910 $ | +12,0 % |
| Boltwood Capital Management | 51.773.351 $ | +6.035.586 $ | +13,2 % | 45.737.765 $ | +1.590.102 $ | +3,6 % | 44.147.663 $ | +891.792 $ | +2,1 % | 43.255.871 $ | +2.949.909 $ | +7,3 % |
| Leelyn Smith, LLC | 51.666.484 $ | +2.978.625 $ | +6,1 % | 48.687.859 $ | +6.356.803 $ | +15,0 % | 42.331.056 $ | +2.231.946 $ | +5,6 % | 40.099.110 $ | +2.375.290 $ | +6,3 % |
| Anchor Investment Management, LLC | 51.594.017 $ | +25.452 $ | +0,0 % | 51.568.565 $ | +1.400.188 $ | +2,8 % | 50.168.377 $ | +4.096.555 $ | +8,9 % | |||
| LongView Wealth Management | 49.585.825 $ | -1.087.893 $ | -2,1 % | 50.673.718 $ | -832.382 $ | -1,6 % | 51.506.100 $ | +3.648.875 $ | +7,6 % | 47.857.225 $ | +2.360.875 $ | +5,2 % |
| D. E. Shaw & Co., Inc. | 27.338.361 $ | -24.063.418 $ | -46,8 % | 51.401.779 $ | +42.816.854 $ | +498,7 % | 8.584.925 $ | +322.172 $ | +3,9 % | |||
| Wealth Forward, LLC | 51.356.141 $ | +9.410.551 $ | +22,4 % | 41.945.590 $ | +1.891.884 $ | +4,7 % | 40.053.706 $ | +1.038.950 $ | +2,7 % | 39.014.756 $ | +2.969.693 $ | +8,2 % |
| Curran Financial Partners, LLC | 51.316.543 $ | +1.931.991 $ | +3,9 % | 49.384.552 $ | +11.041.425 $ | +28,8 % | 38.343.127 $ | +2.232.459 $ | +6,2 % | 36.110.668 $ | +5.180.541 $ | +16,7 % |
| NATIONAL BANK OF CANADA /FI/ | 43.046.488 $ | +21.443.193 $ | +99,3 % | 21.603.295 $ | -18.127.250 $ | -45,6 % | 39.730.545 $ | -11.486.476 $ | -22,4 % | 51.217.021 $ | -114.655.626 $ | -69,1 % |
| MASON STREET ADVISORS, LLC | 51.175.203 $ | +15.799.977 $ | +44,7 % | 35.375.226 $ | -411.120 $ | -1,1 % | 35.786.346 $ | +688.289 $ | +2,0 % | 35.098.057 $ | +3.654.297 $ | +11,6 % |
| TUDOR INVESTMENT CORP ET AL | 51.164.379 $ | +11.405.106 $ | +28,7 % | 39.759.273 $ | +21.706.609 $ | +120,2 % | 18.052.664 $ | -5.533.795 $ | -23,5 % | 23.586.459 $ | -22.230.173 $ | -48,5 % |
| Monetary Solutions, Ltd | 51.063.543 $ | +4.540.275 $ | +9,8 % | 46.523.268 $ | -145.029 $ | -0,3 % | 46.668.297 $ | |||||
| Global Strategic Investment Solutions, LLC | 51.042.308 $ | +5.552.650 $ | +12,2 % | 45.489.658 $ | -5.025.761 $ | -9,9 % | 50.515.419 $ | +254.814 $ | +0,5 % | 50.260.605 $ | +3.497.822 $ | +7,5 % |
| Ackerman Capital Advisors, LLC | 51.023.122 $ | +5.721.883 $ | +12,6 % | 45.301.239 $ | -340.580 $ | -0,7 % | 45.641.819 $ | -4.023.063 $ | -8,1 % | 49.664.882 $ | +2.989.601 $ | +6,4 % |
| SAX WEALTH ADVISORS, LLC | 50.987.299 $ | +26.283.131 $ | +106,4 % | 24.704.168 $ | -52.957 $ | -0,2 % | 24.757.125 $ | +9.221.711 $ | +59,4 % | 15.535.414 $ | +3.687.313 $ | +31,1 % |
| SHEETS SMITH WEALTH MANAGEMENT | 50.894.291 $ | +5.527.347 $ | +12,2 % | 45.366.944 $ | +142.015 $ | +0,3 % | 45.224.929 $ | +1.576.184 $ | +3,6 % | 43.648.745 $ | +450.571 $ | +1,0 % |
| ASPIRIANT, LLC | 50.687.493 $ | +3.908.395 $ | +8,4 % | 46.779.098 $ | +476.967 $ | +1,0 % | 46.302.131 $ | -911.639 $ | -1,9 % | 47.213.770 $ | +4.797.492 $ | +11,3 % |
| Flatrock Wealth Partners LLC | 50.455.657 $ | +9.121.971 $ | +22,1 % | 41.333.686 $ | +5.515.890 $ | +15,4 % | 35.817.796 $ | |||||
| Blue Barn Wealth, LLC | 24.268.878 $ | -26.172.719 $ | -51,9 % | 50.441.597 $ | +4.901.692 $ | +10,8 % | ||||||
| Weinberger Asset Management, Inc | 50.410.477 $ | +6.970.824 $ | +16,0 % | 43.439.653 $ | -3.644.177 $ | -7,7 % | 47.083.830 $ | -1.654.086 $ | -3,4 % | 48.737.916 $ | +2.289.969 $ | +4,9 % |
| Waterford Advisors, LLC | 40.302.296 $ | +9.224.170 $ | +29,7 % | 31.078.126 $ | -19.183.682 $ | -38,2 % | 50.261.808 $ | +4.777.961 $ | +10,5 % | |||
| Per Stirling Capital Management, LLC. | 50.100.543 $ | +6.287.505 $ | +14,4 % | 43.813.038 $ | +5.390.833 $ | +14,0 % | 38.422.205 $ | +467.319 $ | +1,2 % | 37.954.886 $ | +2.864.585 $ | +8,2 % |
| Zhang Financial LLC | 50.011.374 $ | +5.751.577 $ | +13,0 % | 44.259.797 $ | +2.340.617 $ | +5,6 % | 41.919.180 $ | +975.024 $ | +2,4 % | 40.944.156 $ | +5.063.626 $ | +14,1 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 49.683.013 $ | +12.109.198 $ | +32,2 % | 37.573.815 $ | +4.520.721 $ | +13,7 % | 33.053.094 $ | +1.665.830 $ | +5,3 % | 31.387.264 $ | +725.223 $ | +2,4 % |
| CERTUITY, LLC | 49.639.729 $ | +10.179.686 $ | +25,8 % | 39.460.043 $ | +7.244.188 $ | +22,5 % | 32.215.855 $ | +6.171.063 $ | +23,7 % | 26.044.792 $ | +5.049.381 $ | +24,0 % |
| ALTFEST L J & CO INC | 49.392.596 $ | +2.729.280 $ | +5,8 % | 46.663.316 $ | +557.052 $ | +1,2 % | 46.106.264 $ | +489.899 $ | +1,1 % | 45.616.365 $ | +2.010.801 $ | +4,6 % |
| Broadleaf Partners, LLC | 49.354.502 $ | +7.475.005 $ | +17,8 % | 41.879.497 $ | -1.562.946 $ | -3,6 % | 43.442.443 $ | -3.565.298 $ | -7,6 % | 47.007.741 $ | +1.114.289 $ | +2,4 % |
| Asset Dedication, LLC | 49.097.447 $ | +6.310.587 $ | +14,7 % | 42.786.860 $ | +1.239.960 $ | +3,0 % | 41.546.900 $ | -1.139.671 $ | -2,7 % | 42.686.571 $ | +2.487.019 $ | +6,2 % |
| GSG Advisors LLC | 48.982.287 $ | +5.280.397 $ | +12,1 % | 43.701.890 $ | +1.193.973 $ | +2,8 % | 42.507.917 $ | +504.861 $ | +1,2 % | 42.003.056 $ | +2.198.588 $ | +5,5 % |
| Family Legacy Financial Solutions, LLC | 48.767.043 $ | +10.029.016 $ | +25,9 % | 38.738.027 $ | +2.751.027 $ | +7,6 % | 35.987.000 $ | +7.939.893 $ | +28,3 % | 28.047.107 $ | +5.318.831 $ | +23,4 % |
| Fairway Financial, LLC | 48.652.897 $ | +4.380.641 $ | +9,9 % | 44.272.256 $ | -175.901 $ | -0,4 % | 44.448.157 $ | +1.905.386 $ | +4,5 % | 42.542.771 $ | +2.983.409 $ | +7,5 % |
| John Boyer, Inc. | 48.434.240 $ | +7.827.880 $ | +19,3 % | 40.606.360 $ | -1.183.908 $ | -2,8 % | 41.790.268 $ | -939.411 $ | -2,2 % | 42.729.679 $ | ||
| RHS Financial, LLC | 48.321.183 $ | +4.175.576 $ | +9,5 % | 44.145.607 $ | -450.901 $ | -1,0 % | 44.596.508 $ | +652.321 $ | +1,5 % | 43.944.187 $ | +2.587.569 $ | +6,3 % |
| Operose Advisors LLC | 48.310.176 $ | +8.662.826 $ | +21,8 % | 39.647.350 $ | +7.469.862 $ | +23,2 % | 32.177.488 $ | +5.813.298 $ | +22,0 % | 26.364.190 $ | +3.012.289 $ | +12,9 % |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 48.292.891 $ | +5.072.683 $ | +11,7 % | 43.220.208 $ | -76.702 $ | -0,2 % | 43.296.910 $ | +1.873.129 $ | +4,5 % | 41.423.781 $ | +1.274.794 $ | +3,2 % |
| Goelzer Investment Management, Inc. | 48.226.582 $ | +2.822.703 $ | +6,2 % | 45.403.879 $ | +586.407 $ | +1,3 % | 44.817.472 $ | +772.827 $ | +1,8 % | 44.044.645 $ | +1.862.869 $ | +4,4 % |
| AlphaQuest LLC | 48.187.358 $ | +41.694.922 $ | +642,2 % | 6.492.436 $ | +623.852 $ | +10,6 % | ||||||
| Joseph Group Capital Management | 47.997.631 $ | +1.765.188 $ | +3,8 % | 46.232.443 $ | +1.651.510 $ | +3,7 % | 44.580.933 $ | +1.171.994 $ | +2,7 % | 43.408.939 $ | +1.669.268 $ | +4,0 % |
| Dakota Wealth Management | 42.807.796 $ | +2.005.520 $ | +4,9 % | 40.802.276 $ | -7.166.508 $ | -14,9 % | 47.968.784 $ | +11.626.024 $ | +32,0 % | 36.342.760 $ | -3.501.577 $ | -8,8 % |
| RMR Wealth Builders | 47.875.231 $ | +21.589.670 $ | +82,1 % | 26.285.561 $ | +3.143.412 $ | +13,6 % | 23.142.149 $ | +2.787.535 $ | +13,7 % | 20.354.614 $ | +2.647.195 $ | +14,9 % |
| Boulder Wealth Advisors, LLC | 47.769.638 $ | +7.168.999 $ | +17,7 % | 40.600.639 $ | -1.008.881 $ | -2,4 % | 41.609.520 $ | +1.174.358 $ | +2,9 % | 40.435.162 $ | ||
| BOYUM WEALTH ARCHITECTS LLC | 47.721.353 $ | +2.274.418 $ | +5,0 % | 45.446.935 $ | +5.065.958 $ | +12,5 % | 40.380.977 $ | +5.363.267 $ | +15,3 % | 35.017.710 $ | +5.113.739 $ | +17,1 % |
| Larson Financial Group LLC | 47.550.162 $ | +8.503.655 $ | +21,8 % | 39.046.507 $ | -5.400 $ | -0,0 % | 39.051.907 $ | -956.992 $ | -2,4 % | 40.008.899 $ | -1.545.846 $ | -3,7 % |
| FORTRESS FINANCIAL GROUP, LLC | 47.498.616 $ | |||||||||||
| DHJJ Financial Advisors, Ltd. | 47.479.410 $ | +6.952.782 $ | +17,2 % | 40.526.628 $ | +291.082 $ | +0,7 % | 40.235.546 $ | +213.024 $ | +0,5 % | 40.022.522 $ | +2.556.574 $ | +6,8 % |
| WestHill Financial Advisors, Inc. | 47.396.944 $ | +1.586.418 $ | +3,5 % | 45.810.526 $ | +2.790.004 $ | +6,5 % | 43.020.522 $ | -48.084 $ | -0,1 % | 43.068.606 $ | +3.132.772 $ | +7,8 % |
| Advisors Capital Management, LLC | 47.366.492 $ | +10.641.003 $ | +29,0 % | 36.725.489 $ | +5.873.551 $ | +19,0 % | 30.851.938 $ | +563.570 $ | +1,9 % | 30.288.368 $ | +6.352.572 $ | +26,5 % |
| CCG WEALTH MANAGEMENT, LLC | 47.356.714 $ | +27.721.277 $ | +141,2 % | 19.635.437 $ | +2.068.992 $ | +11,8 % | 17.566.445 $ | +319.181 $ | +1,9 % | 17.247.264 $ | +1.650.069 $ | +10,6 % |
| Leo Wealth, LLC | 47.326.976 $ | +709.008 $ | +1,5 % | 46.617.968 $ | +45.546.574 $ | +4.251,2 % | 1.071.394 $ | -41.633.966 $ | -97,5 % | |||
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 47.180.000 $ | +6.941.893 $ | +17,3 % | 40.238.107 $ | +2.422.050 $ | +6,4 % | 37.816.057 $ | +10.253.976 $ | +37,2 % | 27.562.081 $ | +2.790.417 $ | +11,3 % |
| Liberty Capital Management, Inc. | 47.134.607 $ | +12.783.758 $ | +37,2 % | 34.350.849 $ | +2.062.178 $ | +6,4 % | 32.288.671 $ | +3.096.247 $ | +10,6 % | |||
| Councilor Wealth, LLC | 47.114.391 $ | +5.388.792 $ | +12,9 % | 41.725.599 $ | -3.010.938 $ | -6,7 % | 44.736.537 $ | -1.672.244 $ | -3,6 % | 46.408.781 $ | -1.279.606 $ | -2,7 % |
| McCarthy Asset Management, Inc. | 47.085.658 $ | +5.528.562 $ | +13,3 % | 41.557.096 $ | +449.523 $ | +1,1 % | 41.107.573 $ | +2.244.792 $ | +5,8 % | |||
| FIRST NATIONAL TRUST CO | 46.666.233 $ | -385.477 $ | -0,8 % | 47.051.710 $ | +2.756.047 $ | +6,2 % | 44.295.663 $ | +2.113.205 $ | +5,0 % | 42.182.458 $ | +1.489.661 $ | +3,7 % |
| CreativeOne Wealth, LLC | 29.227.560 $ | -17.742.464 $ | -37,8 % | 46.970.024 $ | +17.971.214 $ | +62,0 % | 28.998.810 $ | -16.854.408 $ | -36,8 % | 45.853.218 $ | -2.854.387 $ | -5,9 % |
| MassMutual Private Wealth & Trust, FSB | 46.921.987 $ | +1.571.676 $ | +3,5 % | 45.350.311 $ | +816.861 $ | +1,8 % | 44.533.450 $ | +467.728 $ | +1,1 % | 44.065.722 $ | +2.023.333 $ | +4,8 % |
| Tempus Wealth Planning, LLC | 46.863.700 $ | +6.720.451 $ | +16,7 % | 40.143.249 $ | +1.173.127 $ | +3,0 % | 38.970.122 $ | +2.430.012 $ | +6,7 % | 36.540.110 $ | +3.661.065 $ | +11,1 % |
| B & T Capital Management DBA Alpha Capital Management | 46.835.831 $ | +5.398.824 $ | +13,0 % | 41.437.007 $ | -3.847.890 $ | -8,5 % | 45.284.897 $ | +515.917 $ | +1,2 % | 44.768.980 $ | +2.023.517 $ | +4,7 % |
| TPG Advisors LLC | 46.561.793 $ | +5.487.734 $ | +13,4 % | 41.074.059 $ | +664.281 $ | +1,6 % | 40.409.778 $ | +1.209.015 $ | +3,1 % | 39.200.763 $ | +3.152.377 $ | +8,7 % |
| USAdvisors Wealth Management, LLC | 44.117.000 $ | -2.433.000 $ | -5,2 % | 46.550.000 $ | +410.000 $ | +0,9 % | 46.140.000 $ | +3.847.000 $ | +9,1 % | 42.293.000 $ | +4.187.000 $ | +11,0 % |
| RFG Advisory, LLC | 26.279.283 $ | -4.273.570 $ | -14,0 % | 30.552.853 $ | -10.163.700 $ | -25,0 % | 40.716.553 $ | -5.716.264 $ | -12,3 % | 46.432.817 $ | +7.300.240 $ | +18,7 % |
| Williams Financial, LLC | 46.374.526 $ | +5.507.270 $ | +13,5 % | 40.867.256 $ | +649.763 $ | +1,6 % | 40.217.493 $ | +16.417.716 $ | +69,0 % | 23.799.777 $ | +1.086.365 $ | +4,8 % |
| Reliant Wealth Planning | 695.126 $ | +92.651 $ | +15,4 % | 602.475 $ | -110.692 $ | -15,5 % | 713.167 $ | -45.431.161 $ | -98,5 % | 46.144.328 $ | +1.761.239 $ | +4,0 % |
| Ignite Planners, LLC | 46.037.732 $ | +6.310.492 $ | +15,9 % | 39.727.240 $ | -940.165 $ | -2,3 % | 40.667.405 $ | +3.043.065 $ | +8,1 % | 37.624.340 $ | +4.056.500 $ | +12,1 % |
| Stonekeep Investments, LLC | 45.969.000 $ | +5.809.152 $ | +14,5 % | 40.159.848 $ | +489.848 $ | +1,2 % | 39.670.000 $ | +613.216 $ | +1,6 % | 39.056.784 $ | +3.600.701 $ | +10,2 % |
| LCNB CORP | 45.703.949 $ | +5.675.872 $ | +14,2 % | 40.028.077 $ | -1.535.119 $ | -3,7 % | 41.563.196 $ | +69.092 $ | +0,2 % | 41.494.104 $ | +6.420.263 $ | +18,3 % |
| SPRENG CAPITAL MANAGEMENT, INC. | 36.731.635 $ | +4.376.046 $ | +13,5 % | 32.355.589 $ | -12.630.775 $ | -28,1 % | 44.986.364 $ | -586.399 $ | -1,3 % | 45.572.763 $ | +2.664.501 $ | +6,2 % |
| KICKSTAND VENTURES, LLC. | 45.542.907 $ | +8.717.992 $ | +23,7 % | 36.824.915 $ | -1.324.887 $ | -3,5 % | 38.149.802 $ | +1.112.768 $ | +3,0 % | 37.037.034 $ | +1.019.817 $ | +2,8 % |
| Cedar Wealth Management, LLC | 45.531.364 $ | +1.420.866 $ | +3,2 % | 44.110.498 $ | +4.468.725 $ | +11,3 % | 39.641.773 $ | +175.373 $ | +0,4 % | 39.466.400 $ | +5.403.123 $ | +15,9 % |
| Westover Capital Advisors, LLC | 45.507.003 $ | +2.181.659 $ | +5,0 % | 43.325.344 $ | +2.538.620 $ | +6,2 % | 40.786.724 $ | +1.191.249 $ | +3,0 % | 39.595.475 $ | +2.322.575 $ | +6,2 % |
| Boyd Wealth Management, LLC | 45.477.605 $ | +12.572.647 $ | +38,2 % | 32.904.958 $ | +331.917 $ | +1,0 % | 32.573.041 $ | -6.717.019 $ | -17,1 % | 39.290.060 $ | +10.874.836 $ | +38,3 % |
| CDKV HOLDINGS LLC | 45.416.360 $ | +5.959.747 $ | +15,1 % | 39.456.613 $ | -2.393.367 $ | -5,7 % | 41.849.980 $ | |||||
| Cornerstone Wealth Group, LLC | 45.289.136 $ | +2.164.073 $ | +5,0 % | 43.125.063 $ | +1.187.874 $ | +2,8 % | 41.937.189 $ | -1.566.415 $ | -3,6 % | 43.503.604 $ | +2.521.614 $ | +6,2 % |
| Full Sail Capital, LLC | 45.265.983 $ | -1.802.183 $ | -3,8 % | |||||||||
| Everhart Financial Group, Inc. | 45.009.519 $ | +5.230.452 $ | +13,1 % | 39.779.067 $ | -1.398.045 $ | -3,4 % | 41.177.112 $ | -3.890.646 $ | -8,6 % | 45.067.758 $ | +2.172.050 $ | +5,1 % |
| ESL Trust Services, LLC | 306.541 $ | -57.538 $ | -15,8 % | 364.079 $ | -1.394.542 $ | -79,3 % | 1.758.621 $ | -43.247.643 $ | -96,1 % | 45.006.264 $ | -2.914.278 $ | -6,1 % |
| Gladstone Institutional Advisory LLC | 44.966.801 $ | +7.515.857 $ | +20,1 % | 37.450.944 $ | -321.193 $ | -0,9 % | 37.772.137 $ | +573.905 $ | +1,5 % | 37.198.232 $ | +2.531.509 $ | +7,3 % |
| FINANCIAL COUNSELORS INC | 44.882.499 $ | +2.436.784 $ | +5,7 % | |||||||||
| LIBRA WEALTH LLC | 44.860.696 $ | +3.514.888 $ | +8,5 % | 41.345.808 $ | -1.964.109 $ | -4,5 % | 43.309.917 $ | +92.599 $ | +0,2 % | 43.217.318 $ | +1.690.220 $ | +4,1 % |
| Roble, Belko & Company, Inc | 44.842.000 $ | +2.513.000 $ | +5,9 % | 42.329.000 $ | -353.000 $ | -0,8 % | 42.682.000 $ | -135.000 $ | -0,3 % | 42.817.000 $ | +1.874.000 $ | +4,6 % |
| Maia Wealth LLC | 44.810.673 $ | +8.449.541 $ | +23,2 % | 36.361.132 $ | +5.858.471 $ | +19,2 % | 30.502.661 $ | +5.714.493 $ | +23,1 % | 24.788.168 $ | +10.315.101 $ | +71,3 % |
| RIVERSEDGE ADVISORS, LLC | 33.520.923 $ | +3.842.295 $ | +12,9 % | 29.678.628 $ | +237.923 $ | +0,8 % | 29.440.705 $ | -15.158.890 $ | -34,0 % | 44.599.595 $ | -1.817.687 $ | -3,9 % |
| Lighthouse Wealth Management Inc. | 44.549.512 $ | +5.008.012 $ | +12,7 % | 39.541.500 $ | +3.915.178 $ | +11,0 % | 35.626.322 $ | +1.006.110 $ | +2,9 % | 34.620.212 $ | +3.014.357 $ | +9,5 % |
| CATHY PARETO & ASSOCIATES, INC | 44.546.091 $ | +11.577.451 $ | +35,1 % | 32.968.640 $ | +4.217.060 $ | +14,7 % | 28.751.580 $ | +2.387.580 $ | +9,1 % | 26.364.000 $ | +2.105.708 $ | +8,7 % |
| COLDSTREAM CAPITAL MANAGEMENT INC | 44.389.031 $ | +271.411 $ | +0,6 % | 44.117.620 $ | +574.647 $ | +1,3 % | 43.542.973 $ | +831.265 $ | +1,9 % | |||
| BROWN WEALTH MANAGEMENT, LLC | 22.809.013 $ | +1.918.992 $ | +9,2 % | 20.890.021 $ | -247.153 $ | -1,2 % | 21.137.174 $ | -23.139.416 $ | -52,3 % | 44.276.590 $ | +1.833.574 $ | +4,3 % |
| Copper Harbor Investment Advisors, LLC | 44.262.417 $ | |||||||||||
| CARY STREET PARTNERS FINANCIAL LLC | 42.069.599 $ | +3.920.240 $ | +10,3 % | 38.149.359 $ | -3.070.307 $ | -7,4 % | 41.219.666 $ | -2.784.206 $ | -6,3 % | 44.003.872 $ | +2.451.182 $ | +5,9 % |
| Kaizen Financial Strategies | 43.951.607 $ | +4.226.111 $ | +10,6 % | 39.725.496 $ | -143.135 $ | -0,4 % | 39.868.631 $ | +207.811 $ | +0,5 % | 39.660.820 $ | +3.351.391 $ | +9,2 % |
| Global Wealth Management, LLC | 43.415.783 $ | +3.928.849 $ | +9,9 % | 39.486.934 $ | -1.863.694 $ | -4,5 % | 41.350.628 $ | -2.528.666 $ | -5,8 % | 43.879.294 $ | +390.688 $ | +0,9 % |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 43.679.010 $ | +5.418.816 $ | +14,2 % | 38.260.194 $ | +1.230.083 $ | +3,3 % | 37.030.111 $ | +2.077.092 $ | +5,9 % | 34.953.019 $ | +1.561.001 $ | +4,7 % |
| CAPITAL WEALTH MANAGEMENT, LLC | 43.609.172 $ | +5.415.244 $ | +14,2 % | 38.193.928 $ | +15.414.150 $ | +67,7 % | 22.779.778 $ | +4.666.755 $ | +25,8 % | 18.113.023 $ | +1.560.219 $ | +9,4 % |
| SWS Partners | 43.457.975 $ | +3.059.423 $ | +7,6 % | 40.398.552 $ | +850.196 $ | +2,1 % | 39.548.356 $ | +891.203 $ | +2,3 % | 38.657.153 $ | +2.805.262 $ | +7,8 % |
| REGIMEN WEALTH, LLC | 43.440.848 $ | +3.504.548 $ | +8,8 % | 39.936.300 $ | +5.808.719 $ | +17,0 % | 34.127.581 $ | +276.518 $ | +0,8 % | 33.851.063 $ | +1.678.237 $ | +5,2 % |
| Skyline Advisors, Inc. | 31.548.500 $ | -1.088.144 $ | -3,3 % | 32.636.644 $ | -10.732.934 $ | -24,7 % | 43.369.578 $ | +500.926 $ | +1,2 % | 42.868.652 $ | +3.640.162 $ | +9,3 % |
| First Pacific Financial | 43.031.717 $ | +6.775.690 $ | +18,7 % | 36.256.027 $ | +1.100.196 $ | +3,1 % | 35.155.831 $ | +1.369.986 $ | +4,1 % | 33.785.845 $ | +3.103.386 $ | +10,1 % |
| Financial Architects, LLC | 42.994.367 $ | +1.220.018 $ | +2,9 % | 41.774.349 $ | +2.554.469 $ | +6,5 % | 39.219.880 $ | +2.266.195 $ | +6,1 % | 36.953.685 $ | +2.743.611 $ | +8,0 % |
| Gradient Capital Advisors, LLC | 42.970.396 $ | +4.262.220 $ | +11,0 % | 38.708.176 $ | -29.793 $ | -0,1 % | 38.737.969 $ | -68.289 $ | -0,2 % | 38.806.258 $ | +1.423.047 $ | +3,8 % |
| Chesapeake Wealth Management | 42.828.306 $ | +5.447.004 $ | +14,6 % | 37.381.302 $ | +98.233 $ | +0,3 % | 37.283.069 $ | +1.095.501 $ | +3,0 % | 36.187.568 $ | +2.696.239 $ | +8,1 % |
| SILVER OAK SECURITIES, INCORPORATED | 38.694.067 $ | +2.962.104 $ | +8,3 % | 35.731.963 $ | -6.867.539 $ | -16,1 % | 42.599.502 $ | +3.259.151 $ | +8,3 % | 39.340.351 $ | +2.078.778 $ | +5,6 % |
| Regal Investment Advisors LLC | 42.536.979 $ | +2.719.406 $ | +6,8 % | 39.817.573 $ | +588.660 $ | +1,5 % | 39.228.913 $ | +499.408 $ | +1,3 % | 38.729.505 $ | +2.896.443 $ | +8,1 % |
| Cambridge Financial Group, LLC | 33.895.438 $ | +1.405.855 $ | +4,3 % | 32.489.583 $ | -8.583.596 $ | -20,9 % | 41.073.179 $ | -1.461.869 $ | -3,4 % | 42.535.048 $ | +2.680.098 $ | +6,7 % |
| EWG Elevate Inc. | 42.468.901 $ | -3.357.871 $ | -7,3 % | |||||||||
| MONEYWISE, INC. | 42.456.052 $ | +7.435.785 $ | +21,2 % | 35.020.267 $ | +1.001.495 $ | +2,9 % | 34.018.772 $ | +3.272.287 $ | +10,6 % | 30.746.485 $ | +1.596.769 $ | +5,5 % |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 42.428.882 $ | +2.019.291 $ | +5,0 % | 40.409.591 $ | -475.845 $ | -1,2 % | 40.885.436 $ | +25.847.617 $ | +171,9 % | 15.037.819 $ | +590.451 $ | +4,1 % |
| Sound Stewardship, LLC | 42.392.902 $ | +5.416.550 $ | +14,6 % | 36.976.352 $ | +1.504.806 $ | +4,2 % | 35.471.546 $ | +1.445.585 $ | +4,2 % | 34.025.961 $ | +2.643.167 $ | +8,4 % |
| Payne Capital LLC | 42.347.980 $ | +4.197.075 $ | +11,0 % | 38.150.905 $ | +10.378.242 $ | +37,4 % | 27.772.663 $ | +1.411.652 $ | +5,4 % | 26.361.011 $ | ||
| MBA Advisors LLC | 42.290.708 $ | +4.752.927 $ | +12,7 % | 37.537.781 $ | +106.768 $ | +0,3 % | 37.431.013 $ | +1.367.025 $ | +3,8 % | 36.063.988 $ | +2.151.478 $ | +6,3 % |
| Transamerica Financial Advisors, LLC | 35.796.878 $ | -577.228 $ | -1,6 % | 36.374.106 $ | -4.082.856 $ | -10,1 % | 40.456.962 $ | -1.683.825 $ | -4,0 % | 42.140.787 $ | +4.039.314 $ | +10,6 % |
| Pasadena Private Wealth, LLC | 41.920.603 $ | +4.725.328 $ | +12,7 % | 37.195.275 $ | -36.579 $ | -0,1 % | 37.231.854 $ | +10.458.934 $ | +39,1 % | 26.772.920 $ | -4.210.194 $ | -13,6 % |
| SYM FINANCIAL Corp | 41.844.281 $ | +4.775.986 $ | +12,9 % | 37.068.295 $ | -980.926 $ | -2,6 % | 38.049.221 $ | +4.907.018 $ | +14,8 % | 33.142.203 $ | +1.447.582 $ | +4,6 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 41.821.087 $ | +7.024.494 $ | +20,2 % | 34.796.593 $ | +1.545.680 $ | +4,6 % | 33.250.913 $ | -634.339 $ | -1,9 % | 33.885.252 $ | +3.776.365 $ | +12,5 % |
| HANTZ FINANCIAL SERVICES, INC. | 41.439.000 $ | -367.000 $ | -0,9 % | 41.806.000 $ | +8.815.000 $ | +26,7 % | 32.991.000 $ | -1.278.000 $ | -3,7 % | 34.269.000 $ | +1.288.000 $ | +3,9 % |
| Ballast Financial Advisors LLC | 41.789.777 $ | +4.058.214 $ | +10,8 % | 37.731.563 $ | +146.680 $ | +0,4 % | 37.584.883 $ | |||||
| Willow Creek Wealth Management Inc. | 41.739.067 $ | +3.331.114 $ | +8,7 % | |||||||||
| Advance Capital Management, Inc. | 5.701.084 $ | -35.896.259 $ | -86,3 % | 41.597.343 $ | +1.442.087 $ | +3,6 % | 40.155.256 $ | -1.063.473 $ | -2,6 % | 41.218.729 $ | +4.741.114 $ | +13,0 % |
| Eagle Capital Management, LLC | 41.515.000 $ | +2.890.000 $ | +7,5 % | 38.625.000 $ | +1.382.000 $ | +3,7 % | 37.243.000 $ | +680.000 $ | +1,9 % | 36.563.000 $ | +2.563.000 $ | +7,5 % |
| Enclave Advisors LLC | 41.486.109 $ | +15.526.076 $ | +59,8 % | 25.960.033 $ | +6.240.171 $ | +31,6 % | 19.719.862 $ | +1.150.848 $ | +6,2 % | 18.569.014 $ | -1.002.371 $ | -5,1 % |
| Planned Solutions, Inc. | 41.204.734 $ | +4.561.427 $ | +12,4 % | 36.643.307 $ | +585.337 $ | +1,6 % | 36.057.970 $ | +246.104 $ | +0,7 % | 35.811.866 $ | +2.587.526 $ | +7,8 % |
| Code Waechter LLC | 41.127.909 $ | +4.839.945 $ | +13,3 % | 36.287.964 $ | -586.353 $ | -1,6 % | 36.874.317 $ | +3.145.670 $ | +9,3 % | 33.728.647 $ | +936.857 $ | +2,9 % |
| Valpey Financial Services, LLC | 41.032.858 $ | +3.692.665 $ | +9,9 % | 37.340.193 $ | -1.383.242 $ | -3,6 % | 38.723.435 $ | +875.034 $ | +2,3 % | 37.848.401 $ | +2.053.779 $ | +5,7 % |
| SRH ADVISORS, LLC | 40.970.375 $ | +2.222.325 $ | +5,7 % | 38.748.050 $ | +2.179.605 $ | +6,0 % | 36.568.445 $ | -444.670 $ | -1,2 % | 37.013.115 $ | +1.163.879 $ | +3,2 % |
| Journey Advisory Group, LLC | 40.936.304 $ | +3.951.090 $ | +10,7 % | 36.985.214 $ | +2.182.162 $ | +6,3 % | 34.803.052 $ | +8.139.951 $ | +30,5 % | 26.663.101 $ | +923.649 $ | +3,6 % |
| Elite Financial, Inc. | 40.884.000 $ | +2.304.000 $ | +6,0 % | 38.580.000 $ | +1.723.000 $ | +4,7 % | 36.857.000 $ | +158.000 $ | +0,4 % | 36.699.000 $ | +909.000 $ | +2,5 % |
| Capital Squared Financial LLC | 40.849.389 $ | +6.214.651 $ | +17,9 % | 34.634.738 $ | +91.747 $ | +0,3 % | 34.542.991 $ | +1.951.257 $ | +6,0 % | 32.591.734 $ | +5.307.181 $ | +19,5 % |
| DAYMARK WEALTH PARTNERS, LLC | 34.479.166 $ | -6.319.397 $ | -15,5 % | 40.798.563 $ | +4.259.677 $ | +11,7 % | 36.538.886 $ | +3.226.128 $ | +9,7 % | 33.312.758 $ | +5.089.063 $ | +18,0 % |
| Madison Asset Management, LLC | 34.932.093 $ | -3.239.947 $ | -8,5 % | 38.172.040 $ | -2.504.401 $ | -6,2 % | 40.676.441 $ | -111.558 $ | -0,3 % | 40.787.999 $ | -1.403.393 $ | -3,3 % |
| Marotta Asset Management | 39.616.862 $ | +273.257 $ | +0,7 % | 39.343.605 $ | -1.134.960 $ | -2,8 % | 40.478.565 $ | -283.748 $ | -0,7 % | 40.762.313 $ | +1.704.000 $ | +4,4 % |
| Ancora Advisors LLC | 40.661.953 $ | +3.077.280 $ | +8,2 % | 37.584.673 $ | -1.534.206 $ | -3,9 % | 39.118.879 $ | +836.723 $ | +2,2 % | 38.282.156 $ | +2.249.287 $ | +6,2 % |
| Clear Creek Financial Management, LLC | 40.619.403 $ | +11.103.253 $ | +37,6 % | 29.516.150 $ | +11.659.582 $ | +65,3 % | 17.856.568 $ | -2.338.124 $ | -11,6 % | 20.194.692 $ | +3.125.881 $ | +18,3 % |
| BUSH INVESTMENT GROUP, LLC | 40.431.929 $ | +2.103.400 $ | +5,5 % | 38.328.529 $ | +1.382.708 $ | +3,7 % | 36.945.821 $ | +3.919.769 $ | +11,9 % | |||
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 40.341.282 $ | +5.468.264 $ | +15,7 % | 34.873.018 $ | -956.556 $ | -2,7 % | 35.829.574 $ | +448.045 $ | +1,3 % | 35.381.529 $ | +2.917.402 $ | +9,0 % |
| Latko Wealth Management, Ltd. | 40.223.930 $ | +2.448.962 $ | +6,5 % | 37.774.968 $ | +4.557.902 $ | +13,7 % | 33.217.066 $ | +8.394.788 $ | +33,8 % | 24.822.278 $ | +8.187.278 $ | +49,2 % |
| Willis Johnson & Associates, Inc. | 40.145.150 $ | +3.378.939 $ | +9,2 % | 36.766.211 $ | +1.771.302 $ | +5,1 % | 34.994.909 $ | +33.130.831 $ | +1.777,3 % | 1.864.078 $ | -336.441 $ | -15,3 % |
| Blue Trust, Inc. | 40.077.637 $ | +1.081.753 $ | +2,8 % | 38.995.884 $ | -750.578 $ | -1,9 % | 39.746.462 $ | +1.018.877 $ | +2,6 % | 38.727.585 $ | +1.746.890 $ | +4,7 % |
| Capital Analysts, LLC | 39.972.000 $ | +5.579.000 $ | +16,2 % | 34.393.000 $ | +3.209.000 $ | +10,3 % | 31.184.000 $ | +1.491.000 $ | +5,0 % | 29.693.000 $ | +5.691.000 $ | +23,7 % |
| Peak Wealth Management LLC | 39.858.637 $ | +7.442.790 $ | +23,0 % | 32.415.847 $ | -373.317 $ | -1,1 % | 32.789.164 $ | |||||
| COMMERCE BANK | 39.727.917 $ | +7.604.711 $ | +23,7 % | 32.123.206 $ | +7.627.457 $ | +31,1 % | 24.495.749 $ | +1.860.554 $ | +8,2 % | 22.635.195 $ | +2.850.960 $ | +14,4 % |
| Grove Street Fiduciary, LLC | 38.657.887 $ | -274.054 $ | -0,7 % | 38.931.941 $ | -55.341 $ | -0,1 % | 38.987.282 $ | -722.469 $ | -1,8 % | 39.709.751 $ | +65.316 $ | +0,2 % |
| YHB Investment Advisors, Inc. | 39.617.219 $ | +6.308.215 $ | +18,9 % | 33.309.004 $ | -2.188.814 $ | -6,2 % | 35.497.818 $ | +1.973.347 $ | +5,9 % | 33.524.471 $ | +2.095.018 $ | +6,7 % |
| Washington Trust Advisors, Inc. | 39.495.084 $ | +3.408.622 $ | +9,4 % | 36.086.462 $ | +849.898 $ | +2,4 % | 35.236.564 $ | +1.274.094 $ | +3,8 % | 33.962.470 $ | +1.766.964 $ | +5,5 % |
| Tenret Co LLC | 39.487.832 $ | +144.000 $ | +0,4 % | 39.343.832 $ | +768.625 $ | +2,0 % | 38.575.207 $ | +1.671.656 $ | +4,5 % | |||
| Benchmark Financial Wealth Advisors, LLC | 39.457.105 $ | +3.466.530 $ | +9,6 % | 35.990.575 $ | +1.840.822 $ | +5,4 % | 34.149.753 $ | +563.692 $ | +1,7 % | 33.586.061 $ | -968.008 $ | -2,8 % |
| Hamrick Investment Counsel, llc | 39.447.011 $ | +2.000.491 $ | +5,3 % | 37.446.520 $ | +4.166.531 $ | +12,5 % | 33.279.989 $ | |||||
| Carolina Wealth Advisors, LLC | 39.284.619 $ | +1.122.794 $ | +2,9 % | 38.161.825 $ | -199.197 $ | -0,5 % | 38.361.022 $ | -1.023.378 $ | -2,6 % | 39.384.400 $ | -1.574.586 $ | -3,8 % |
| SK Wealth Management, LLC | 38.695.911 $ | +3.456.280 $ | +9,8 % | 35.239.631 $ | -4.134.562 $ | -10,5 % | 39.374.193 $ | +6.956.511 $ | +21,5 % | 32.417.682 $ | +6.441.489 $ | +24,8 % |
| Northland Capital Management LLC | 39.358.510 $ | +6.108.284 $ | +18,4 % | 33.250.226 $ | -4.554.693 $ | -12,0 % | 37.804.919 $ | +10.029.743 $ | +36,1 % | 27.775.176 $ | +4.975.900 $ | +21,8 % |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 39.306.379 $ | +4.202.086 $ | +12,0 % | 35.104.293 $ | +2.734.116 $ | +8,4 % | 32.370.177 $ | +1.950.719 $ | +6,4 % | 30.419.458 $ | +1.530.711 $ | +5,3 % |
| WESCAP Management Group, Inc. | 39.263.208 $ | +2.775.022 $ | +7,6 % | 36.488.186 $ | +3.296.738 $ | +9,9 % | 33.191.448 $ | +137.459 $ | +0,4 % | 33.053.989 $ | +2.191.836 $ | +7,1 % |
| FAGAN ASSOCIATES, INC. | 39.204.226 $ | +4.648.209 $ | +13,5 % | 34.556.017 $ | +6.028.691 $ | +21,1 % | 28.527.326 $ | +176.488 $ | +0,6 % | 28.350.838 $ | +2.074.489 $ | +7,9 % |
| Nuveen, LLC | 38.970.280 $ | |||||||||||
| VAUGHAN DAVID INVESTMENTS LLC/IL | 38.928.000 $ | +1.800.000 $ | +4,8 % | 37.128.000 $ | +2.980.000 $ | +8,7 % | 34.148.000 $ | +331.000 $ | +1,0 % | 33.817.000 $ | +1.082.000 $ | +3,3 % |
| Soltis Investment Advisors LLC | 38.864.014 $ | +6.213.389 $ | +19,0 % | 32.650.625 $ | +3.587.049 $ | +12,3 % | 29.063.576 $ | +2.661.559 $ | +10,1 % | 26.402.017 $ | +2.962.903 $ | +12,6 % |
| JFS WEALTH ADVISORS, LLC | 38.828.964 $ | +4.237.693 $ | +12,3 % | 34.591.271 $ | -883.252 $ | -2,5 % | 35.474.523 $ | +691.149 $ | +2,0 % | 34.783.374 $ | +2.288.000 $ | +7,0 % |
| HRT FINANCIAL LP | 38.826.000 $ | +20.533.000 $ | +112,2 % | 18.293.000 $ | +6.507.000 $ | +55,2 % | 11.786.000 $ | +3.205.000 $ | +37,3 % | 8.581.000 $ | -9.539.000 $ | -52,6 % |
| First Command Advisory Services, Inc. | 38.758.875 $ | +2.065.180 $ | +5,6 % | 36.693.695 $ | +4.232.974 $ | +13,0 % | 32.460.721 $ | +1.895.274 $ | +6,2 % | 30.565.447 $ | +3.104.468 $ | +11,3 % |
| Phillip James Consulting Co. | 38.710.562 $ | +38.437.562 $ | +14.079,7 % | 273.000 $ | ||||||||
| United Advisor Group, LLC | 38.588.421 $ | +2.279.906 $ | +6,3 % | 36.308.515 $ | +5.775.553 $ | +18,9 % | 30.532.962 $ | +3.729.917 $ | +13,9 % | 26.803.045 $ | +5.696.171 $ | +27,0 % |
| Pictet Asset Management Holding SA | 38.491.250 $ | +4.776.380 $ | +14,2 % | 33.714.870 $ | +31.915.139 $ | +1.773,3 % | 1.799.731 $ | +76.548 $ | +4,4 % | 1.723.183 $ | ||
| Western Wealth Management, LLC | 38.483.768 $ | +930.005 $ | +2,5 % | 37.553.763 $ | +23.940.589 $ | +175,9 % | 13.613.174 $ | +1.287.451 $ | +10,4 % | 12.325.723 $ | +1.804.192 $ | +17,1 % |
| Elwood & Goetz Wealth Advisory Group, LLC | 38.466.701 $ | +5.157.428 $ | +15,5 % | 33.309.273 $ | +2.470.526 $ | +8,0 % | 30.838.747 $ | -317.517 $ | -1,0 % | 31.156.264 $ | -16.975.778 $ | -35,3 % |
| Prosperitas Financial LLC | 38.401.571 $ | +4.040.001 $ | +11,8 % | 34.361.570 $ | +823.466 $ | +2,5 % | 33.538.104 $ | +1.281.117 $ | +4,0 % | 32.256.987 $ | -2.191.643 $ | -6,4 % |
| Clearview Wealth Advisors LLC | 38.325.763 $ | +952.770 $ | +2,5 % | 37.372.993 $ | +3.109.282 $ | +9,1 % | ||||||
| Clay Northam Wealth Management, LLC | 38.316.689 $ | +2.690.721 $ | +7,6 % | 35.625.968 $ | -467.000 $ | -1,3 % | 36.092.968 $ | -824.204 $ | -2,2 % | 36.917.172 $ | +1.975.208 $ | +5,7 % |
| ARGENT CAPITAL MANAGEMENT LLC | 254.733 $ | -38.039.729 $ | -99,3 % | 38.294.462 $ | +37.887.246 $ | +9.304,0 % | 407.216 $ | |||||
| Aspire Capital Advisors LLC | 38.251.601 $ | +2.350.636 $ | +6,5 % | 35.900.965 $ | +642.536 $ | +1,8 % | 35.258.429 $ | +1.282.572 $ | +3,8 % | 33.975.857 $ | +4.463.704 $ | +15,1 % |
| Upper Left Wealth Management, LLC | 38.201.792 $ | +4.009.713 $ | +11,7 % | 34.192.079 $ | +712.672 $ | +2,1 % | 33.479.407 $ | +1.457.404 $ | +4,6 % | 32.022.003 $ | +1.025.902 $ | +3,3 % |
| LCW Services, LLC | 38.161.735 $ | +5.321.029 $ | +16,2 % | 32.840.706 $ | +3.331.136 $ | +11,3 % | 29.509.570 $ | |||||
| WARNER FINANCIAL, INC | 38.008.466 $ | +4.981.466 $ | +15,1 % | 33.027.000 $ | +838.000 $ | +2,6 % | 32.189.000 $ | +2.033.000 $ | +6,7 % | 30.156.000 $ | +2.559.000 $ | +9,3 % |
| Temasek Holdings (Private) Ltd | 37.350.900 $ | -648.600 $ | -1,7 % | 37.999.500 $ | +380.700 $ | +1,0 % | ||||||
| FINANCIAL LIFE ADVISORS | 37.991.879 $ | +1.782.211 $ | +4,9 % | 36.209.668 $ | +171.575 $ | +0,5 % | 36.038.093 $ | +2.418.696 $ | +7,2 % | 33.619.397 $ | +2.186.860 $ | +7,0 % |
| Investors Research Corp | 37.927.326 $ | +5.209.177 $ | +15,9 % | 32.718.149 $ | +337.017 $ | +1,0 % | 32.381.132 $ | +1.504.966 $ | +4,9 % | 30.876.166 $ | +2.885.708 $ | +10,3 % |
| Oakwell Private Wealth Management, LLC | 37.922.839 $ | +2.408.145 $ | +6,8 % | 35.514.694 $ | +119.521 $ | +0,3 % | 35.395.173 $ | +2.102.454 $ | +6,3 % | 33.292.719 $ | +10.111.887 $ | +43,6 % |
| Pegasus Asset Management, Inc. | 37.913.045 $ | +5.687.037 $ | +17,6 % | 32.226.008 $ | -1.268.996 $ | -3,8 % | 33.495.004 $ | +1.239.449 $ | +3,8 % | 32.255.555 $ | +2.124.098 $ | +7,0 % |
| Urban Financial Advisory Corp | 37.816.385 $ | +7.578.200 $ | +25,1 % | 30.238.185 $ | +8.425.746 $ | +38,6 % | 21.812.439 $ | +3.136.526 $ | +16,8 % | 18.675.913 $ | +3.946.679 $ | +26,8 % |
| Holcombe Financial, Inc. | 37.239.373 $ | -488.319 $ | -1,3 % | 37.727.692 $ | +2.317.559 $ | +6,5 % | 35.410.133 $ | -2.336.535 $ | -6,2 % | 37.746.668 $ | +1.709.646 $ | +4,7 % |
| FF Advisors,LLC | 37.683.467 $ | +10.259.404 $ | +37,4 % | 27.424.063 $ | +13.277.603 $ | +93,9 % | 14.146.460 $ | +1.902.696 $ | +15,5 % | 12.243.764 $ | +1.224.440 $ | +11,1 % |
| ALBION FINANCIAL GROUP /UT | 37.664.982 $ | +6.003.922 $ | +19,0 % | 31.661.060 $ | +3.325.380 $ | +11,7 % | 28.335.680 $ | -628.355 $ | -2,2 % | 28.964.035 $ | +4.962.260 $ | +20,7 % |
| BRASS TAX WEALTH MANAGEMENT, INC | 37.564.776 $ | -13.440.964 $ | -26,4 % | |||||||||
| PLANNING DIRECTIONS INC | 14.998.625 $ | -269.560 $ | -1,8 % | 15.268.185 $ | -21.994.434 $ | -59,0 % | 37.262.619 $ | -300.983 $ | -0,8 % | 37.563.602 $ | +2.569.397 $ | +7,3 % |
| SEGALL BRYANT & HAMILL, LLC | 37.436.000 $ | +3.524.388 $ | +10,4 % | 33.911.612 $ | -1.221.038 $ | -3,5 % | 35.132.650 $ | +6.697.624 $ | +23,6 % | 28.435.026 $ | -192.935 $ | -0,7 % |
| Gordian Advisors LLC | 37.395.476 $ | +5.022.311 $ | +15,5 % | 32.373.165 $ | -1.472.164 $ | -4,3 % | 33.845.329 $ | -434.041 $ | -1,3 % | 34.279.370 $ | +2.479.530 $ | +7,8 % |
| PTM WEALTH MANAGEMENT, LLC | 36.009.651 $ | +5.538.683 $ | +18,2 % | 30.470.968 $ | -6.823.494 $ | -18,3 % | 37.294.462 $ | +2.981.740 $ | +8,7 % | 34.312.722 $ | +3.317.922 $ | +10,7 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 30.115.806 $ | -7.177.059 $ | -19,2 % | 37.292.865 $ | +1.736.712 $ | +4,9 % | 35.556.153 $ | +8.463.053 $ | +31,2 % | 27.093.100 $ | +7.680.250 $ | +39,6 % |
| THEORY FINANCIAL LLC | 29.843.798 $ | +2.096.627 $ | +7,6 % | 27.747.171 $ | -5.521.525 $ | -16,6 % | 33.268.696 $ | -3.905.288 $ | -10,5 % | 37.173.984 $ | +2.352.725 $ | +6,8 % |
| Triangle Securities Wealth Management | 37.117.307 $ | +5.774.982 $ | +18,4 % | 31.342.325 $ | +816.936 $ | +2,7 % | 30.525.389 $ | +817.805 $ | +2,8 % | 29.707.584 $ | +1.766.864 $ | +6,3 % |
| Capital Planning LLC | 37.082.010 $ | +3.451.878 $ | +10,3 % | 33.630.132 $ | +1.768.827 $ | +5,6 % | 31.861.305 $ | +565.869 $ | +1,8 % | 31.295.436 $ | +2.706.562 $ | +9,5 % |
| FPC INVESTMENT ADVISORY, INC. | 37.002.368 $ | +2.266.994 $ | +6,5 % | 34.735.374 $ | +5.420.105 $ | +18,5 % | 29.315.269 $ | +2.115.472 $ | +7,8 % | 27.199.797 $ | +1.053.279 $ | +4,0 % |
| Everest Financial Group LLC | 36.840.981 $ | +2.651.653 $ | +7,8 % | 34.189.328 $ | +1.974.948 $ | +6,1 % | 32.214.380 $ | |||||
| VISTA CAPITAL PARTNERS, INC. | 36.829.149 $ | +5.199.405 $ | +16,4 % | 31.629.744 $ | -1.488.001 $ | -4,5 % | 33.117.745 $ | +851.444 $ | +2,6 % | 32.266.301 $ | +48.669 $ | +0,2 % |
| Spectrum Asset Management, Inc. (NB/CA) | 36.754.971 $ | +7.266.493 $ | +24,6 % | 29.488.478 $ | -2.894.494 $ | -8,9 % | 32.382.972 $ | +4.962.208 $ | +18,1 % | 27.420.764 $ | +3.394.877 $ | +14,1 % |
| Robinswood Financial LLC | 36.731.662 $ | +1.728.108 $ | +4,9 % | 35.003.554 $ | +194.289 $ | +0,6 % | 34.809.265 $ | +46.440 $ | +0,1 % | 34.762.825 $ | -2.238.981 $ | -6,1 % |
| Alpha Zero LLC | 31.815.492 $ | -3.893.476 $ | -10,9 % | 35.708.968 $ | -873.269 $ | -2,4 % | 36.582.237 $ | +3.591.824 $ | +10,9 % | 32.990.413 $ | +3.636.346 $ | +12,4 % |
| Missouri Trust & Investment Co | 36.574.558 $ | +3.737.625 $ | +11,4 % | 32.836.933 $ | +1.602.037 $ | +5,1 % | 31.234.896 $ | +1.681.694 $ | +5,7 % | 29.553.202 $ | +2.494.879 $ | +9,2 % |
| FRG Family Wealth Advisors LLC | 33.749.010 $ | -2.549.110 $ | -7,0 % | 36.298.120 $ | -248.066 $ | -0,7 % | 36.546.186 $ | +2.215.551 $ | +6,5 % | |||
| McKinley Carter Wealth Services, Inc. | 20.772.723 $ | +1.817.866 $ | +9,6 % | 18.954.857 $ | -11.076.296 $ | -36,9 % | 30.031.153 $ | -6.503.172 $ | -17,8 % | 36.534.325 $ | +1.550.493 $ | +4,4 % |
| Verum Partners LLC | 36.507.305 $ | +2.912.137 $ | +8,7 % | 33.595.168 $ | +1.302.202 $ | +4,0 % | 32.292.966 $ | +1.349.559 $ | +4,4 % | 30.943.407 $ | +1.890.320 $ | +6,5 % |
| Leeward Financial Partners, LLC | 36.429.743 $ | +4.937.042 $ | +15,7 % | 31.492.701 $ | -1.124.548 $ | -3,4 % | 32.617.249 $ | +471.680 $ | +1,5 % | 32.145.569 $ | +2.566.081 $ | +8,7 % |
| THREADGILL FINANCIAL, LLC | 36.373.470 $ | +26.078.130 $ | +253,3 % | 10.295.340 $ | +10.076.720 $ | +4.609,2 % | 218.620 $ | -15.323 $ | -6,5 % | |||
| Blackhawk Capital Partners, LLC | 22.188.412 $ | -14.123.867 $ | -38,9 % | 36.312.279 $ | +16.731.798 $ | +85,5 % | 19.580.481 $ | +1.000.596 $ | +5,4 % | 18.579.885 $ | +2.800.330 $ | +17,7 % |
| Avant Capital LLC | 36.131.430 $ | +3.568.107 $ | +11,0 % | 32.563.323 $ | +182.804 $ | +0,6 % | 32.380.519 $ | +653.547 $ | +2,1 % | 31.726.972 $ | +1.832.948 $ | +6,1 % |
| SAGESPRING WEALTH PARTNERS, LLC | 36.104.920 $ | +24.060.202 $ | +199,8 % | 12.044.718 $ | +5.534.635 $ | +85,0 % | 6.510.083 $ | +214.518 $ | +3,4 % | 6.295.565 $ | +270.282 $ | +4,5 % |
| Robertson Stephens Wealth Management, LLC | 27.025.839 $ | +3.875.063 $ | +16,7 % | 23.150.776 $ | -12.858.557 $ | -35,7 % | 36.009.333 $ | +10.982.091 $ | +43,9 % | 25.027.242 $ | +1.235.659 $ | +5,2 % |
| ROBINSON SMITH WEALTH ADVISORS LLC | 35.968.613 $ | +5.001.717 $ | +16,2 % | 30.966.896 $ | -1.819.406 $ | -5,5 % | 32.786.302 $ | +1.577.390 $ | +5,1 % | 31.208.912 $ | -45.142 $ | -0,1 % |
| Bruce G. Allen Investments, LLC | 35.882.204 $ | +1.236.888 $ | +3,6 % | 34.645.316 $ | +2.465.052 $ | +7,7 % | 32.180.264 $ | +3.843.810 $ | +13,6 % | 28.336.454 $ | +1.782.052 $ | +6,7 % |
| Barden Capital Management, Inc. | 35.773.046 $ | +5.009.099 $ | +16,3 % | 30.763.947 $ | -215.102 $ | -0,7 % | 30.979.049 $ | +2.436.667 $ | +8,5 % | 28.542.382 $ | +905.065 $ | +3,3 % |
| High Note Wealth, LLC | 35.684.045 $ | +5.789.552 $ | +19,4 % | 29.894.493 $ | +993.740 $ | +3,4 % | 28.900.753 $ | +1.286.108 $ | +4,7 % | 27.614.645 $ | +2.031.001 $ | +7,9 % |
| Game Plan Financial Advisors, LLC | 34.596.807 $ | +2.304.445 $ | +7,1 % | 32.292.362 $ | -849.686 $ | -2,6 % | 33.142.048 $ | -2.504.601 $ | -7,0 % | 35.646.649 $ | +2.566.957 $ | +7,8 % |
| CAPITAL FUND MANAGEMENT S.A. | 35.646.606 $ | +8.086.762 $ | +29,3 % | 27.559.844 $ | +256.022 $ | +0,9 % | 27.303.822 $ | -3.894.618 $ | -12,5 % | 31.198.440 $ | +9.608.890 $ | +44,5 % |
| Joseph P. Lucia & Associates, LLC | 35.592.058 $ | +5.082.333 $ | +16,7 % | 30.509.725 $ | -197.330 $ | -0,6 % | 30.707.055 $ | +130.792 $ | +0,4 % | 30.576.263 $ | +1.851.606 $ | +6,4 % |
| Acorn Wealth Advisors, LLC | 35.512.321 $ | +6.678.220 $ | +23,2 % | 28.834.101 $ | +1.366.383 $ | +5,0 % | 27.467.718 $ | +981.551 $ | +3,7 % | 26.486.167 $ | +2.387.879 $ | +9,9 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 15.143.086 $ | +1.451.043 $ | +10,6 % | 13.692.043 $ | -3.053.672 $ | -18,2 % | 16.745.715 $ | -18.633.368 $ | -52,7 % | 35.379.083 $ | -4.297.459 $ | -10,8 % |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 35.262.893 $ | +4.232.540 $ | +13,6 % | 31.030.353 $ | -2.355.793 $ | -7,1 % | 33.386.146 $ | +94.844 $ | +0,3 % | 33.291.302 $ | -7.241.272 $ | -17,9 % |
| VSM Wealth Advisory, LLC | 35.143.590 $ | +4.125.304 $ | +13,3 % | 31.018.286 $ | -764.774 $ | -2,4 % | 31.783.060 $ | +1.836.141 $ | +6,1 % | 29.946.919 $ | -98.846 $ | -0,3 % |
| Pinnacle Financial Partners, Inc. | 35.137.381 $ | +5.567.944 $ | +18,8 % | 29.569.437 $ | +1.789.174 $ | +6,4 % | 27.780.263 $ | |||||
| Venture Visionary Partners LLC | 35.109.521 $ | +4.426.955 $ | +14,4 % | 30.682.566 $ | -330.604 $ | -1,1 % | 31.013.170 $ | +364.037 $ | +1,2 % | 30.649.133 $ | -14.118.282 $ | -31,5 % |
| Omega Financial Group, LLC | 35.087.111 $ | +4.024.561 $ | +13,0 % | 31.062.550 $ | -1.029.206 $ | -3,2 % | 32.091.756 $ | -480.821 $ | -1,5 % | 32.572.577 $ | +1.556.519 $ | +5,0 % |
| Maridea Wealth Management LLC | 35.082.957 $ | +8.619.651 $ | +32,6 % | 26.463.306 $ | -3.429.905 $ | -11,5 % | 29.893.211 $ | +3.408.141 $ | +12,9 % | 26.485.070 $ | +7.318.880 $ | +38,2 % |
| Horst & Graben Wealth Management LLC | 35.072.723 $ | +816.399 $ | +2,4 % | 34.256.324 $ | +638.976 $ | +1,9 % | 33.617.348 $ | -677.800 $ | -2,0 % | 34.295.148 $ | +1.001.177 $ | +3,0 % |
| Trinity Legacy Partners, LLC | 35.009.628 $ | +1.501.539 $ | +4,5 % | 33.508.089 $ | +2.302.981 $ | +7,4 % | 31.205.108 $ | +495.645 $ | +1,6 % | 30.709.463 $ | +2.460.568 $ | +8,7 % |
| CERTIOR FINANCIAL GROUP, LLC | 34.942.691 $ | +5.648.131 $ | +19,3 % | 29.294.560 $ | +1.489.532 $ | +5,4 % | 27.805.028 $ | +1.293.275 $ | +4,9 % | 26.511.753 $ | +2.743.383 $ | +11,5 % |
| Dorato Capital Management | 34.938.542 $ | +2.615.419 $ | +8,1 % | 32.323.123 $ | +962.292 $ | +3,1 % | 31.360.831 $ | |||||
| SMITH, MOORE & CO. | 34.934.717 $ | +4.700.331 $ | +15,5 % | 30.234.386 $ | +2.346.703 $ | +8,4 % | 27.887.683 $ | +639.459 $ | +2,3 % | 27.248.224 $ | +1.437.559 $ | +5,6 % |
| Pacific Wealth Strategies Group, Inc. | 34.926.237 $ | +14.673.327 $ | +72,5 % | 20.252.910 $ | +4.427.547 $ | +28,0 % | 15.825.363 $ | +9.194.279 $ | +138,7 % | 6.631.084 $ | +667.250 $ | +11,2 % |
| UNIQUE WEALTH, LLC | 33.303.742 $ | +1.648.131 $ | +5,2 % | 31.655.611 $ | -3.188.210 $ | -9,2 % | 34.843.821 $ | +7.197.460 $ | +26,0 % | 27.646.361 $ | +3.624.236 $ | +15,1 % |
| Hapanowicz & Associates Financial Services, Inc | 34.450.450 $ | -352.224 $ | -1,0 % | 34.802.674 $ | +1.292.750 $ | +3,9 % | 33.509.924 $ | +32.852.976 $ | +5.000,8 % | 656.948 $ | ||
| True Link Financial Advisors, LLC | 2.974.295 $ | -459.837 $ | -13,4 % | 3.434.132 $ | -817.279 $ | -19,2 % | 4.251.411 $ | -30.544.814 $ | -87,8 % | 34.796.225 $ | +851.980 $ | +2,5 % |
| VAN STRUM & TOWNE INC. | 34.774.647 $ | +2.389.228 $ | +7,4 % | 32.385.419 $ | +459.343 $ | +1,4 % | 31.926.076 $ | +7.886.186 $ | +32,8 % | 24.039.890 $ | +6.848.877 $ | +39,8 % |
| Kovack Advisors, Inc. | 20.777.073 $ | -1.428.996 $ | -6,4 % | 22.206.069 $ | -12.429.974 $ | -35,9 % | 34.636.043 $ | +15.253.862 $ | +78,7 % | 19.382.181 $ | +3.270.213 $ | +20,3 % |
| Silver Coast Investments LLC | 34.582.284 $ | +2.233.179 $ | +6,9 % | 32.349.105 $ | +6.144.290 $ | +23,4 % | 26.204.815 $ | -6.486.601 $ | -19,8 % | 32.691.416 $ | -2.442.044 $ | -7,0 % |
| Abound Wealth Management | 34.492.385 $ | +4.818.773 $ | +16,2 % | 29.673.612 $ | +233.532 $ | +0,8 % | 29.440.080 $ | +772.386 $ | +2,7 % | 28.667.694 $ | +1.789.764 $ | +6,7 % |
| CHILTON CAPITAL MANAGEMENT LLC | 34.434.118 $ | +3.362.366 $ | +10,8 % | 31.071.752 $ | +4.025.551 $ | +14,9 % | 27.046.201 $ | +459.189 $ | +1,7 % | 26.587.012 $ | +1.992.066 $ | +8,1 % |
| Kings Path Partners LLC | 34.302.324 $ | +2.283.393 $ | +7,1 % | 32.018.931 $ | -186.401 $ | -0,6 % | 32.205.332 $ | +52.002 $ | +0,2 % | 32.153.330 $ | +1.331.879 $ | +4,3 % |
| Walkner Condon Financial Advisors LLC | 34.201.994 $ | +2.530.084 $ | +8,0 % | 31.671.910 $ | +803.472 $ | +2,6 % | 30.868.438 $ | +13.564 $ | +0,0 % | 30.854.874 $ | +1.239.569 $ | +4,2 % |
| IFG Advisory, LLC | 225.317 $ | -33.892.219 $ | -99,3 % | 34.117.536 $ | +3.197.497 $ | +10,3 % | 30.920.039 $ | +4.707.460 $ | +18,0 % | |||
| Grey Ledge Advisors, LLC | 34.044.116 $ | +7.290.098 $ | +27,2 % | 26.754.018 $ | +2.277.715 $ | +9,3 % | 24.476.303 $ | +1.273.825 $ | +5,5 % | 23.202.478 $ | +2.643.050 $ | +12,9 % |
| Livet Wealth, LLC | 33.970.986 $ | +2.813.550 $ | +9,0 % | 31.157.436 $ | +458.008 $ | +1,5 % | 30.699.428 $ | |||||
| Pacific Capital Wealth Advisors, Inc. | 32.400.408 $ | -1.222.382 $ | -3,6 % | 33.622.790 $ | +76.197 $ | +0,2 % | 33.546.593 $ | +92.204 $ | +0,3 % | 33.454.389 $ | -2.520.783 $ | -7,0 % |
| MinichMacGregor Wealth Management, LLC | 33.551.553 $ | +4.831.861 $ | +16,8 % | 28.719.692 $ | -1.340.582 $ | -4,5 % | 30.060.274 $ | +1.051.916 $ | +3,6 % | 29.008.358 $ | +6.796.216 $ | +30,6 % |
| B&D White Capital Company, LLC | 25.509.569 $ | +17.096.767 $ | +203,2 % | 8.412.802 $ | -20.889.400 $ | -71,3 % | 29.302.202 $ | -4.238.289 $ | -12,6 % | 33.540.491 $ | +14.837.900 $ | +79,3 % |
| Valeo Financial Advisors, LLC | 32.708.886 $ | +3.839.807 $ | +13,3 % | 28.869.079 $ | -3.041.301 $ | -9,5 % | 31.910.380 $ | -1.573.119 $ | -4,7 % | 33.483.499 $ | +5.332.183 $ | +18,9 % |
| PLANNING ALTERNATIVES LTD /ADV | 33.434.908 $ | +3.037.413 $ | +10,0 % | 30.397.495 $ | -2.356.012 $ | -7,2 % | 32.753.507 $ | +21.392 $ | +0,1 % | 32.732.115 $ | +1.432.876 $ | +4,6 % |
| SAWGRASS ASSET MANAGEMENT LLC | 11.798.248 $ | +1.570.998 $ | +15,4 % | 10.227.250 $ | -23.007.424 $ | -69,2 % | 33.234.674 $ | -44.695 $ | -0,1 % | 33.279.369 $ | +2.231.055 $ | +7,2 % |
| Mayflower Financial Advisors, LLC | 33.229.222 $ | +3.318.384 $ | +11,1 % | 29.910.838 $ | +3.462.736 $ | +13,1 % | 26.448.102 $ | +954.124 $ | +3,7 % | 25.493.978 $ | +2.955.066 $ | +13,1 % |
| Attessa Capital LLC | 33.149.759 $ | +2.692.641 $ | +8,8 % | 30.457.118 $ | -1.266.070 $ | -4,0 % | 31.723.188 $ | +994.291 $ | +3,2 % | 30.728.897 $ | +1.383.153 $ | +4,7 % |
| Rossby Financial, LCC | 33.148.223 $ | +9.409.307 $ | +39,6 % | 23.738.916 $ | +21.299.061 $ | +873,0 % | 2.439.855 $ | +537.097 $ | +28,2 % | 1.902.758 $ | +69.233 $ | +3,8 % |
| Austin Private Wealth, LLC | 31.501.454 $ | -1.557.537 $ | -4,7 % | 33.058.991 $ | -1.210.315 $ | -3,5 % | ||||||
| Haverford Trust Co | 32.937.534 $ | +3.111.382 $ | +10,4 % | 29.826.152 $ | +2.001.741 $ | +7,2 % | 27.824.411 $ | +991.573 $ | +3,7 % | 26.832.838 $ | -739.126 $ | -2,7 % |
| Blueprint Investment Partners LLC | 32.895.767 $ | +8.442.317 $ | +34,5 % | 24.453.450 $ | -3.930.031 $ | -13,8 % | 28.383.481 $ | -719.440 $ | -2,5 % | 29.102.921 $ | +7.137.944 $ | +32,5 % |
| BRIGHTON JONES LLC | 32.871.813 $ | +2.167.192 $ | +7,1 % | 30.704.621 $ | +12.302.672 $ | +66,9 % | 18.401.949 $ | -9.974.973 $ | -35,2 % | 28.376.922 $ | +3.608.384 $ | +14,6 % |
| Prentice Wealth Management LLC | 32.315.149 $ | +1.591.008 $ | +5,2 % | 30.724.141 $ | -2.097.428 $ | -6,4 % | 32.821.569 $ | +3.048.736 $ | +10,2 % | 29.772.833 $ | +2.162.938 $ | +7,8 % |
| Murphy, Middleton, Hinkle & Parker, Inc. | 32.762.606 $ | +5.865.978 $ | +21,8 % | 26.896.628 $ | +11.104.806 $ | +70,3 % | 15.791.822 $ | -9.506.818 $ | -37,6 % | 25.298.640 $ | +5.640.674 $ | +28,7 % |
| Jacobi Capital Management LLC | 32.661.685 $ | +3.526.378 $ | +12,1 % | 29.135.307 $ | -2.521.679 $ | -8,0 % | 31.656.986 $ | +84.416 $ | +0,3 % | 31.572.570 $ | +1.232.757 $ | +4,1 % |
| BEACON FINANCIAL PLANNING, INC | 32.657.504 $ | +2.733.512 $ | +9,1 % | 29.923.992 $ | +8.306.332 $ | +38,4 % | 21.617.660 $ | +1.511.163 $ | +7,5 % | 20.106.497 $ | +1.554.529 $ | +8,4 % |
| N.E.W. Advisory Services LLC | 14.139.908 $ | +2.119.890 $ | +17,6 % | 12.020.018 $ | -20.637.265 $ | -63,2 % | 32.657.283 $ | +25.779.354 $ | +374,8 % | 6.877.929 $ | +3.533.773 $ | +105,7 % |
| Tower Research Capital LLC (TRC) | 26.855.433 $ | -2.282.137 $ | -7,8 % | 29.137.570 $ | +9.438.703 $ | +47,9 % | 19.698.867 $ | -12.952.637 $ | -39,7 % | 32.651.504 $ | -4.269.160 $ | -11,6 % |
| William Mack & Associates, Inc. | 32.569.529 $ | +15.414.425 $ | +89,9 % | 17.155.104 $ | -5.713.920 $ | -25,0 % | 22.869.024 $ | -1.062.851 $ | -4,4 % | 23.931.875 $ | +328.008 $ | +1,4 % |
| Storen Legacy Partners, LLC | 15.724.943 $ | +2.556.428 $ | +19,4 % | 13.168.515 $ | -19.384.459 $ | -59,5 % | 32.552.974 $ | |||||
| MOR Wealth Management, LLC | 31.428.935 $ | +1.571.556 $ | +5,3 % | 29.857.379 $ | -2.632.207 $ | -8,1 % | 32.489.586 $ | |||||
| Systelligence, LLC | 29.702.164 $ | -2.720.964 $ | -8,4 % | 32.423.128 $ | +22.835.195 $ | +238,2 % | 9.587.933 $ | -1.078.536 $ | -10,1 % | 10.666.469 $ | -23.733.314 $ | -69,0 % |
| Strategic Advisors LLC | 32.330.115 $ | +1.917.821 $ | +6,3 % | 30.412.294 $ | -1.408.839 $ | -4,4 % | 31.821.133 $ | +48.673 $ | +0,2 % | 31.772.460 $ | +2.949.928 $ | +10,2 % |
| Beacon Bridge Wealth Partners, LLC | 32.307.764 $ | +4.576.398 $ | +16,5 % | 27.731.366 $ | +535.563 $ | +2,0 % | 27.195.803 $ | -1.578.857 $ | -5,5 % | 28.774.660 $ | +1.142.067 $ | +4,1 % |
| Cannon Capital Management, Inc. | 32.226.925 $ | +4.853.411 $ | +17,7 % | 27.373.514 $ | +114.229 $ | +0,4 % | 27.259.285 $ | |||||
| C M BIDWELL & ASSOCIATES LTD | 32.219.197 $ | +2.650.851 $ | +9,0 % | 29.568.346 $ | +2.576.543 $ | +9,5 % | 26.991.803 $ | +1.146.439 $ | +4,4 % | 25.845.364 $ | +2.627.094 $ | +11,3 % |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 32.176.413 $ | +904.537 $ | +2,9 % | 31.271.876 $ | +1.082.967 $ | +3,6 % | 30.188.909 $ | -23.347 $ | -0,1 % | 30.212.256 $ | +1.965.190 $ | +7,0 % |
| Financial Strategies Group, Inc. | 32.134.544 $ | +2.484.160 $ | +8,4 % | 29.650.384 $ | +2.700.936 $ | +10,0 % | 26.949.448 $ | +1.568.466 $ | +6,2 % | 25.380.982 $ | +1.885.341 $ | +8,0 % |
| Martel Wealth Advisors LLC | 32.024.103 $ | +3.545.395 $ | +12,4 % | 28.478.708 $ | -1.947.524 $ | -6,4 % | 30.426.232 $ | -289.850 $ | -0,9 % | 30.716.082 $ | +875.016 $ | +2,9 % |
| Odyssey Group, LLC | 31.930.758 $ | |||||||||||
| CIBC Private Wealth Group LLC | 31.910.677 $ | +3.774.099 $ | +13,4 % | 28.136.578 $ | +4.135.388 $ | +17,2 % | ||||||
| Cynosure Group, LLC | 1.180.035 $ | -13.760.086 $ | -92,1 % | 14.940.121 $ | -590.979 $ | -3,8 % | 15.531.100 $ | -16.364.736 $ | -51,3 % | 31.895.836 $ | +21.138.989 $ | +196,5 % |
| KilterHowling LLC | 31.441.325 $ | -454.286 $ | -1,4 % | 31.895.611 $ | +2.277.292 $ | +7,7 % | 29.618.319 $ | +650.782 $ | +2,2 % | 28.967.537 $ | +1.062.505 $ | +3,8 % |
| Leisure Capital Management | 17.576.743 $ | -10.711.948 $ | -37,9 % | 28.288.691 $ | -3.510.333 $ | -11,0 % | 31.799.024 $ | +522.554 $ | +1,7 % | 31.276.470 $ | +2.102.244 $ | +7,2 % |
| Revisor Wealth Management LLC | 31.728.718 $ | +629.384 $ | +2,0 % | 31.099.334 $ | +330.207 $ | +1,1 % | 30.769.127 $ | +4.438.976 $ | +16,9 % | 26.330.151 $ | +2.391.708 $ | +10,0 % |
| Cambridge Advisors Inc. | 31.694.625 $ | +3.012.741 $ | +10,5 % | 28.681.884 $ | -463.407 $ | -1,6 % | 29.145.291 $ | +686.725 $ | +2,4 % | 28.458.566 $ | +1.986.737 $ | +7,5 % |
| Cherry Tree Wealth Management, LLC | 31.657.087 $ | +771.534 $ | +2,5 % | 30.885.553 $ | +1.009.915 $ | +3,4 % | 29.875.638 $ | +2.253.074 $ | +8,2 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 25.853.648 $ | -5.638.419 $ | -17,9 % | 31.492.067 $ | +7.784.945 $ | +32,8 % | 23.707.122 $ | +2.481.038 $ | +11,7 % | 21.226.084 $ | +20.797.977 $ | +4.858,1 % |
| CUTLER INVESTMENT COUNSEL LLC | 31.478.189 $ | +5.919.400 $ | +23,2 % | 25.558.789 $ | +3.401.958 $ | +15,4 % | 22.156.831 $ | +1.741.199 $ | +8,5 % | 20.415.632 $ | +1.153.635 $ | +6,0 % |
| JFG Wealth Management, LLC | 31.373.143 $ | +982.296 $ | +3,2 % | |||||||||
| M&T BANK CORP | 29.807.126 $ | +2.235.706 $ | +8,1 % | 27.571.420 $ | -3.794.434 $ | -12,1 % | 31.365.854 $ | +26.465.427 $ | +540,1 % | 4.900.427 $ | -21.927.817 $ | -81,7 % |
| Mill Creek Capital Advisors, LLC | 25.526.536 $ | -478.592 $ | -1,8 % | 26.005.128 $ | -5.313.412 $ | -17,0 % | 31.318.540 $ | +2.097.785 $ | +7,2 % | |||
| ALLEN WEALTH MANAGEMENT, LLC | 31.281.750 $ | +4.487.070 $ | +16,7 % | 26.794.680 $ | +1.791.264 $ | +7,2 % | 25.003.416 $ | -522.710 $ | -2,0 % | 25.526.126 $ | +2.077.184 $ | +8,9 % |
| K2 Financial Inc. | 31.084.518 $ | +1.196.207 $ | +4,0 % | 29.888.311 $ | +2.355.112 $ | +8,6 % | 27.533.199 $ | +2.012.981 $ | +7,9 % | 25.520.218 $ | +2.415.360 $ | +10,5 % |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 22.962.690 $ | +956.125 $ | +4,3 % | 22.006.565 $ | -8.300.676 $ | -27,4 % | 30.307.241 $ | -755.627 $ | -2,4 % | 31.062.868 $ | -14.826.446 $ | -32,3 % |
| Berman McAleer LLC | 31.040.240 $ | +3.202.564 $ | +11,5 % | 27.837.676 $ | +393.013 $ | +1,4 % | 27.444.663 $ | +1.214.047 $ | +4,6 % | 26.230.616 $ | ||
| Fifth Third Wealth Advisors LLC | 31.035.119 $ | +20.100.076 $ | +183,8 % | 10.935.043 $ | +3.478.908 $ | +46,7 % | 7.456.135 $ | +602.533 $ | +8,8 % | 6.853.602 $ | +41.156 $ | +0,6 % |
| HORIZON FINANCIAL SERVICES, LLC | 30.974.958 $ | +4.670.142 $ | +17,8 % | 26.304.816 $ | -1.182.820 $ | -4,3 % | 27.487.636 $ | +543.215 $ | +2,0 % | 26.944.421 $ | +2.914.987 $ | +12,1 % |
| OXFORD FINANCIAL GROUP, LTD. LLC | 26.586.617 $ | +716.969 $ | +2,8 % | 25.869.648 $ | -5.101.337 $ | -16,5 % | 30.970.985 $ | +710.829 $ | +2,3 % | 30.260.156 $ | +177.787 $ | +0,6 % |
| North Forty Two & Co. | 30.918.817 $ | +2.727.966 $ | +9,7 % | 28.190.851 $ | +1.589.872 $ | +6,0 % | 26.600.979 $ | +1.067.170 $ | +4,2 % | 25.533.809 $ | +576.194 $ | +2,3 % |
| Rothschild Wealth LLC | 26.234.600 $ | -1.001.287 $ | -3,7 % | 27.235.887 $ | -3.629.608 $ | -11,8 % | 30.865.495 $ | +27.838.645 $ | +919,7 % | 3.026.850 $ | +479.018 $ | +18,8 % |
| Smartleaf Asset Management LLC | 30.800.494 $ | +3.511.102 $ | +12,9 % | 27.289.392 $ | -802.508 $ | -2,9 % | 28.091.900 $ | +4.030.659 $ | +16,8 % | 24.061.241 $ | +11.107.145 $ | +85,7 % |
| J.E. Simmons & Co., P.C. | 30.746.558 $ | +2.332.939 $ | +8,2 % | 28.413.619 $ | -406.234 $ | -1,4 % | 28.819.853 $ | |||||
| WHITTIER TRUST CO OF NEVADA INC | 30.745.001 $ | +3.896.224 $ | +14,5 % | 26.848.777 $ | +1.337.410 $ | +5,2 % | 25.511.367 $ | +3.243.405 $ | +14,6 % | 22.267.962 $ | +1.689.136 $ | +8,2 % |
| Greenline Partners, LLC | 28.608.513 $ | -551.611 $ | -1,9 % | 29.160.124 $ | +76.033 $ | +0,3 % | 29.084.091 $ | -1.653.868 $ | -5,4 % | 30.737.959 $ | -2.336.401 $ | -7,1 % |
| Stonehearth Capital Management, LLC | 30.737.518 $ | +11.002.271 $ | +55,7 % | 19.735.247 $ | +1.993.002 $ | +11,2 % | 17.742.245 $ | +914.088 $ | +5,4 % | 16.828.157 $ | +2.046.377 $ | +13,8 % |
| Next Level Wealth Planning, LLC | 30.706.199 $ | +3.788.740 $ | +14,1 % | 26.917.459 $ | +368.559 $ | +1,4 % | 26.548.900 $ | +1.183.077 $ | +4,7 % | 25.365.823 $ | +2.823.400 $ | +12,5 % |
| One Capital Management, LLC | 30.605.309 $ | +0 $ | +0,0 % | 30.605.309 $ | +6.140.716 $ | +25,1 % | 24.464.593 $ | -6.225.501 $ | -20,3 % | 30.690.094 $ | -839.896 $ | -2,7 % |
| Permanens Capital L.P. | 30.616.685 $ | |||||||||||
| White Lighthouse Investment Management Inc. | 30.600.315 $ | +5.620.909 $ | +22,5 % | 24.979.406 $ | +16.130.809 $ | +182,3 % | 8.848.597 $ | +1.915.189 $ | +27,6 % | 6.933.408 $ | +97.035 $ | +1,4 % |
| AMI INVESTMENT MANAGEMENT INC | 30.513.534 $ | +4.852.517 $ | +18,9 % | 25.661.017 $ | +925.797 $ | +3,7 % | 24.735.220 $ | +4.432.442 $ | +21,8 % | 20.302.778 $ | +3.703.120 $ | +22,3 % |
| Schwallier Wealth Management LLC | 19.282.159 $ | -11.186.474 $ | -36,7 % | 30.468.633 $ | +3.428.337 $ | +12,7 % | 27.040.296 $ | +73.527 $ | +0,3 % | 26.966.769 $ | +2.283.620 $ | +9,3 % |
| Twin Tree Management, LP | 4.783.010 $ | -9.269.379 $ | -66,0 % | 14.052.389 $ | -16.400.760 $ | -53,9 % | 30.453.149 $ | +7.334.549 $ | +31,7 % | |||
| Wynn Capital, LLC | 30.283.338 $ | +4.785.315 $ | +18,8 % | 25.498.023 $ | -365.503 $ | -1,4 % | 25.863.526 $ | +911.960 $ | +3,7 % | 24.951.566 $ | +2.225.454 $ | +9,8 % |
| Bishop & Co Investment Management, LLC | 27.833.042 $ | +3.299.199 $ | +13,4 % | 24.533.843 $ | -5.673.828 $ | -18,8 % | 30.207.671 $ | +73.507 $ | +0,2 % | 30.134.164 $ | +1.765.193 $ | +6,2 % |
| Archford Capital Strategies, LLC | 27.090.517 $ | +3.515.868 $ | +14,9 % | 23.574.649 $ | -6.279.902 $ | -21,0 % | 29.854.551 $ | -286.448 $ | -1,0 % | 30.140.999 $ | +9.266.961 $ | +44,4 % |
| Patriot Financial Group Insurance Agency, LLC | 18.391.945 $ | -11.666.723 $ | -38,8 % | 30.058.668 $ | +15.095.402 $ | +100,9 % | 14.963.266 $ | -188.049 $ | -1,2 % | 15.151.315 $ | -3.689.853 $ | -19,6 % |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 30.043.234 $ | +5.611.034 $ | +23,0 % | 24.432.200 $ | -3.234.858 $ | -11,7 % | 27.667.058 $ | +45.756 $ | +0,2 % | 27.621.302 $ | +1.392.595 $ | +5,3 % |
| ACT WEALTH MANAGEMENT, LLC | 29.993.905 $ | +2.997.737 $ | +11,1 % | 26.996.168 $ | +698.973 $ | +2,7 % | 26.297.195 $ | +1.022.415 $ | +4,0 % | 25.274.780 $ | +1.687.411 $ | +7,2 % |
| Wealth Enhancement Trust Services, Inc. | 29.924.741 $ | +4.366.582 $ | +17,1 % | 25.558.159 $ | +525.214 $ | +2,1 % | 25.032.945 $ | |||||
| RCW Management, LLC | 29.924.440 $ | +3.785.575 $ | +14,5 % | 26.138.865 $ | -1.141.323 $ | -4,2 % | 27.280.188 $ | |||||
| Sprinkle Financial Consultants LLC | 29.789.870 $ | +4.872.779 $ | +19,6 % | 24.917.091 $ | -1.496.086 $ | -5,7 % | 26.413.177 $ | -439.110 $ | -1,6 % | 26.852.287 $ | +2.017.414 $ | +8,1 % |
| CPC Advisors, LLC | 29.756.676 $ | +2.333.447 $ | +8,5 % | 27.423.229 $ | +463.946 $ | +1,7 % | 26.959.283 $ | +838.321 $ | +3,2 % | 26.120.962 $ | +1.968.062 $ | +8,1 % |
| Investor's Fiduciary Advisor Network, LLC | 15.620.000 $ | -1.656.000 $ | -9,6 % | 17.276.000 $ | -12.456.000 $ | -41,9 % | 29.732.000 $ | +13.196.000 $ | +79,8 % | 16.536.000 $ | +379.000 $ | +2,3 % |
| MONEY CONCEPTS CAPITAL CORP | 29.670.101 $ | +3.611.766 $ | +13,9 % | 26.058.335 $ | +7.030.642 $ | +36,9 % | 19.027.693 $ | +661.529 $ | +3,6 % | 18.366.164 $ | -836.669 $ | -4,4 % |
| DAHRING | CUSMANO LLC | 29.618.109 $ | +3.959.306 $ | +15,4 % | 25.658.803 $ | -1.102.764 $ | -4,1 % | 26.761.567 $ | +2.134.523 $ | +8,7 % | 24.627.044 $ | +9.519.967 $ | +63,0 % |
| Kestra Investment Management, LLC | 22.015.747 $ | -7.529.819 $ | -25,5 % | 29.545.566 $ | +29.304.860 $ | +12.174,5 % | 240.706 $ | -1.289.142 $ | -84,3 % | |||
| Great Lakes Retirement, Inc. | 29.534.392 $ | +3.171.715 $ | +12,0 % | 26.362.677 $ | -839.347 $ | -3,1 % | 27.202.024 $ | +1.373.663 $ | +5,3 % | 25.828.361 $ | +1.905.716 $ | +8,0 % |
| Aprio Wealth Management, LLC | 29.466.446 $ | +16.091.052 $ | +120,3 % | 13.375.394 $ | +3.894.224 $ | +41,1 % | 9.481.170 $ | +2.802.792 $ | +42,0 % | 6.678.378 $ | +2.669.971 $ | +66,6 % |
| Montis Financial, LLC | 29.403.050 $ | +4.116.876 $ | +16,3 % | 25.286.174 $ | +2.808.674 $ | +12,5 % | 22.477.500 $ | +714.812 $ | +3,3 % | 21.762.688 $ | +424.594 $ | +2,0 % |
| SFMG, LLC | 29.385.040 $ | +3.780.017 $ | +14,8 % | 25.605.023 $ | +1.282.692 $ | +5,3 % | 24.322.331 $ | +2.410.513 $ | +11,0 % | 21.911.818 $ | +3.596.281 $ | +19,6 % |
| Affinity Capital Advisors, LLC | 29.367.756 $ | +1.591.792 $ | +5,7 % | 27.775.964 $ | -152.884 $ | -0,5 % | 27.928.848 $ | -245.745 $ | -0,9 % | 28.174.593 $ | +1.208.691 $ | +4,5 % |
| Mayfair Advisory Group, LLC | 29.349.859 $ | +4.101.799 $ | +16,2 % | 25.248.060 $ | -241.184 $ | -0,9 % | 25.489.244 $ | -405.827 $ | -1,6 % | 25.895.071 $ | -612.156 $ | -2,3 % |
| Steffes Financial, Ltd. | 29.285.807 $ | +4.448.993 $ | +17,9 % | 24.836.814 $ | -607.733 $ | -2,4 % | 25.444.547 $ | |||||
| Fort Vancouver Investment Management, LLC | 29.143.441 $ | +1.742.317 $ | +6,4 % | 27.401.124 $ | +590.833 $ | +2,2 % | 26.810.291 $ | +321.446 $ | +1,2 % | 26.488.845 $ | +1.706.729 $ | +6,9 % |
| SUMMITPOINT CAPITAL MANAGEMENT | 29.017.770 $ | +4.094.928 $ | +16,4 % | 24.922.842 $ | ||||||||
| Orcam Financial Group | 28.987.422 $ | +7.110.341 $ | +32,5 % | 21.877.081 $ | -895.105 $ | -3,9 % | 22.772.186 $ | +157.033 $ | +0,7 % | 22.615.153 $ | +1.444.445 $ | +6,8 % |
| RETIREMENT GUYS FORMULA LLC | 9.025.428 $ | +5.209.911 $ | +136,5 % | 3.815.517 $ | -5.057.825 $ | -57,0 % | 8.873.342 $ | -20.056.354 $ | -69,3 % | 28.929.696 $ | -3.279.532 $ | -10,2 % |
| LifePlan Investment Advisors, Inc. | 28.532.902 $ | +2.012.438 $ | +7,6 % | 26.520.464 $ | +25.882 $ | +0,1 % | 26.494.582 $ | +388.833 $ | +1,5 % | 26.105.749 $ | +1.817.686 $ | +7,5 % |
| Navalign, LLC | 28.441.251 $ | +1.100.087 $ | +4,0 % | 27.341.164 $ | +1.715.544 $ | +6,7 % | 25.625.620 $ | +730.864 $ | +2,9 % | 24.894.756 $ | -9.248.577 $ | -27,1 % |
| Yanni & Associates Investment Advisors, LLC | 28.355.202 $ | +2.884.584 $ | +11,3 % | 25.470.618 $ | +1.767.225 $ | +7,5 % | 23.703.393 $ | |||||
| SkyOak Wealth, LLC | 28.256.688 $ | +4.612.772 $ | +19,5 % | 23.643.916 $ | -1.034.266 $ | -4,2 % | 24.678.182 $ | +810.678 $ | +3,4 % | 23.867.504 $ | +907.117 $ | +4,0 % |
| Verus Financial Partners, Inc. | 2.150.571 $ | -121.791 $ | -5,4 % | 2.272.362 $ | -342.841 $ | -13,1 % | 2.615.203 $ | -25.622.883 $ | -90,7 % | 28.238.086 $ | +494.710 $ | +1,8 % |
| PANORAMIC INVESTMENT ADVISORS, LLC | 28.224.521 $ | +3.901.891 $ | +16,0 % | 24.322.630 $ | +458.055 $ | +1,9 % | 23.864.575 $ | +549.034 $ | +2,4 % | 23.315.541 $ | +3.282.605 $ | +16,4 % |
| Bravera Wealth | 28.223.899 $ | +4.664.529 $ | +19,8 % | 23.559.370 $ | +1.693.358 $ | +7,7 % | 21.866.012 $ | |||||
| RITHOLTZ WEALTH MANAGEMENT | 28.211.128 $ | +4.874.004 $ | +20,9 % | 23.337.124 $ | +2.827.521 $ | +13,8 % | 20.509.603 $ | +1.407.884 $ | +7,4 % | 19.101.719 $ | +1.055.968 $ | +5,9 % |
| COMERICA BANK | 28.199.426 $ | +186.128 $ | +0,7 % | 28.013.298 $ | +887.074 $ | +3,3 % | ||||||
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 28.108.000 $ | +2.314.000 $ | +9,0 % | 25.794.000 $ | +5.461.000 $ | +26,9 % | 20.333.000 $ | +3.404.000 $ | +20,1 % | 16.929.000 $ | +1.096.000 $ | +6,9 % |
| Peachtree Investment Partners, LLC | 20.246.413 $ | -720.979 $ | -3,4 % | 20.967.392 $ | -7.121.209 $ | -25,4 % | 28.088.601 $ | +4.708.430 $ | +20,1 % | 23.380.171 $ | +7.577.800 $ | +48,0 % |
| Madison Wealth Partners, Inc | 28.076.821 $ | +6.135.392 $ | +28,0 % | 21.941.429 $ | -1.172.930 $ | -5,1 % | 23.114.359 $ | +1.580.218 $ | +7,3 % | 21.534.141 $ | +1.686.851 $ | +8,5 % |
| Goldstone Financial Group, LLC | 26.533.844 $ | -178.911 $ | -0,7 % | 26.712.755 $ | -1.352.544 $ | -4,8 % | 28.065.299 $ | +2.023.909 $ | +7,8 % | 26.041.390 $ | +2.973.100 $ | +12,9 % |
| Canal Capital Management, LLC | 28.036.566 $ | +5.161.143 $ | +22,6 % | 22.875.423 $ | +15.411.892 $ | +206,5 % | 7.463.531 $ | +6.831.864 $ | +1.081,6 % | 631.667 $ | +83.668 $ | +15,3 % |
| HAMEL ASSOCIATES, INC. | 27.184.034 $ | -852.512 $ | -3,0 % | 28.036.546 $ | +5.025.454 $ | +21,8 % | 23.011.092 $ | +2.649.112 $ | +13,0 % | 20.361.980 $ | +2.614.206 $ | +14,7 % |
| ISLAY CAPITAL MANAGEMENT, LLC | 27.986.211 $ | +668.695 $ | +2,4 % | 27.317.516 $ | +6.741.510 $ | +32,8 % | 20.576.006 $ | -3.502.737 $ | -14,5 % | 24.078.743 $ | +1.852.115 $ | +8,3 % |
| L.K. Benson & Company, P.C. | 27.973.867 $ | +2.004.485 $ | +7,7 % | 25.969.382 $ | +1.712.391 $ | +7,1 % | 24.256.991 $ | +2.248.067 $ | +10,2 % | 22.008.924 $ | +1.915.321 $ | +9,5 % |
| Integrated Investment Consultants, LLC | 27.964.916 $ | +1.686.492 $ | +6,4 % | 26.278.424 $ | +1.385.848 $ | +5,6 % | 24.892.576 $ | +761.152 $ | +3,2 % | 24.131.424 $ | +825.537 $ | +3,5 % |
| Gotham Asset Management, LLC | 27.911.085 $ | +7.081.924 $ | +34,0 % | 20.829.161 $ | +1.358.167 $ | +7,0 % | 19.470.994 $ | +7.117.606 $ | +57,6 % | |||
| Financial Planning Navigators CORP | 27.867.110 $ | +4.160.192 $ | +17,5 % | 23.706.918 $ | +756.011 $ | +3,3 % | 22.950.907 $ | |||||
| JPL Wealth Management, LLC | 22.423.819 $ | -113.642 $ | -0,5 % | 22.537.461 $ | +1.174.980 $ | +5,5 % | 21.362.481 $ | -6.457.620 $ | -23,2 % | 27.820.101 $ | +1.359.971 $ | +5,1 % |
| Freestone Capital Holdings, LLC | 27.738.037 $ | +10.273.963 $ | +58,8 % | 17.464.074 $ | +841.282 $ | +5,1 % | 16.622.792 $ | +144.716 $ | +0,9 % | 16.478.076 $ | +269.781 $ | +1,7 % |
| Rialto Wealth Management, LLC | 27.728.330 $ | +1.764.590 $ | +6,8 % | 25.963.740 $ | -336.749 $ | -1,3 % | 26.300.489 $ | +816.050 $ | +3,2 % | 25.484.439 $ | -3.131.531 $ | -10,9 % |
| Werba Rubin Papier Wealth Management | 26.529.866 $ | +1.204.588 $ | +4,8 % | 25.325.278 $ | -105.452 $ | -0,4 % | 25.430.730 $ | -2.197.980 $ | -8,0 % | 27.628.710 $ | -700.284 $ | -2,5 % |
| Keystone Global Partners, LLC | 26.420.013 $ | +2.757.087 $ | +11,7 % | 23.662.926 $ | -3.944.926 $ | -14,3 % | 27.607.852 $ | +5.955.192 $ | +27,5 % | 21.652.660 $ | +2.375.975 $ | +12,3 % |
| GEN Financial Management, INC. | 27.556.847 $ | +3.683.120 $ | +15,4 % | 23.873.727 $ | -233.054 $ | -1,0 % | 24.106.781 $ | +5.159.585 $ | +27,2 % | 18.947.196 $ | -821.539 $ | -4,2 % |
| Signet Investment Advisory Group, Inc. | 27.538.304 $ | +1.614.497 $ | +6,2 % | 25.923.807 $ | +454.607 $ | +1,8 % | 25.469.200 $ | -817.525 $ | -3,1 % | 26.286.725 $ | +1.298.508 $ | +5,2 % |
| BAILARD, INC. | 27.392.766 $ | +3.372.891 $ | +14,0 % | 24.019.875 $ | -122.408 $ | -0,5 % | 24.142.283 $ | +415.625 $ | +1,8 % | 23.726.658 $ | +1.316.944 $ | +5,9 % |
| Plante Moran Financial Advisors, LLC | 27.327.374 $ | +3.572.053 $ | +15,0 % | 23.755.321 $ | +343.735 $ | +1,5 % | 23.411.586 $ | +1.120.904 $ | +5,0 % | 22.290.682 $ | +1.623.761 $ | +7,9 % |
| CAP Partners, LLC | 27.283.142 $ | +3.143.024 $ | +13,0 % | 24.140.118 $ | +1.334.231 $ | +5,9 % | 22.805.887 $ | -441.809 $ | -1,9 % | 23.247.696 $ | +1.236.245 $ | +5,6 % |
| MADDEN SECURITIES Corp | 27.098.058 $ | +1.601.441 $ | +6,3 % | 25.496.617 $ | +142.374 $ | +0,6 % | 25.354.243 $ | +232.119 $ | +0,9 % | 25.122.124 $ | +1.117.107 $ | +4,7 % |
| WFA Asset Management Corp | 27.083.501 $ | -1.040.501 $ | -3,7 % | |||||||||
| Verdence Capital Advisors LLC | 27.051.404 $ | +1.786.297 $ | +7,1 % | 25.265.107 $ | -1.458.808 $ | -5,5 % | 26.723.915 $ | +2.222.813 $ | +9,1 % | 24.501.102 $ | +5.224.727 $ | +27,1 % |
| Meramec Financial Planners, LLC | 27.021.308 $ | +715.847 $ | +2,7 % | 26.305.461 $ | +626.504 $ | +2,4 % | 25.678.957 $ | |||||
| BFSG, LLC | 27.018.656 $ | +2.058.673 $ | +8,2 % | 24.959.983 $ | +94.883 $ | +0,4 % | 24.865.100 $ | -1.195.684 $ | -4,6 % | 26.060.784 $ | +969.437 $ | +3,9 % |
| Prospera Financial Services Inc | 27.012.728 $ | +7.633.261 $ | +39,4 % | 19.379.467 $ | +4.601.083 $ | +31,1 % | 14.778.384 $ | +219.884 $ | +1,5 % | 14.558.500 $ | +937.171 $ | +6,9 % |
| Midwest Financial Group LLC | 26.855.050 $ | +2.168.901 $ | +8,8 % | 24.686.149 $ | +1.329.921 $ | +5,7 % | 23.356.228 $ | -1.740.632 $ | -6,9 % | 25.096.860 $ | +1.904.067 $ | +8,2 % |
| Leverty Financial Group, LLC | 26.816.602 $ | +3.656.436 $ | +15,8 % | 23.160.166 $ | +3.013.959 $ | +15,0 % | 20.146.207 $ | +1.149.047 $ | +6,0 % | 18.997.160 $ | +968.582 $ | +5,4 % |
| MBM WEALTH CONSULTANTS, LLC | 26.808.550 $ | +3.307.269 $ | +14,1 % | 23.501.281 $ | +1.575.135 $ | +7,2 % | 21.926.146 $ | +2.241.404 $ | +11,4 % | 19.684.742 $ | +4.757.508 $ | +31,9 % |
| Coastwise Capital Group, LLC | 26.697.170 $ | +2.337.496 $ | +9,6 % | 24.359.674 $ | +1.537.889 $ | +6,7 % | 22.821.785 $ | +880.217 $ | +4,0 % | 21.941.568 $ | +2.203.027 $ | +11,2 % |
| WIN ADVISORS, INC | 232.005 $ | -9.276.469 $ | -97,6 % | 9.508.474 $ | -6.134.836 $ | -39,2 % | 15.643.310 $ | -10.792.648 $ | -40,8 % | 26.435.958 $ | +2.402.891 $ | +10,0 % |
| Cloud Capital Management, LLC | 24.948.000 $ | +952.000 $ | +4,0 % | 23.996.000 $ | -2.292.000 $ | -8,7 % | 26.288.000 $ | +1.971.000 $ | +8,1 % | 24.317.000 $ | -391.000 $ | -1,6 % |
| Pinnacle Wealth Management Advisory Group, LLC | 26.122.969 $ | +1.378.379 $ | +5,6 % | 24.744.590 $ | +2.251.278 $ | +10,0 % | 22.493.312 $ | -165.337 $ | -0,7 % | 22.658.649 $ | -275.820 $ | -1,2 % |
| Advisor OS, LLC | 26.108.895 $ | +1.436.842 $ | +5,8 % | 24.672.053 $ | +12.575.904 $ | +104,0 % | 12.096.149 $ | +1.035.152 $ | +9,4 % | 11.060.997 $ | +452.452 $ | +4,3 % |
| Selby Wealth Management, LLC | 26.068.206 $ | +3.589.782 $ | +16,0 % | 22.478.424 $ | -1.451.081 $ | -6,1 % | 23.929.505 $ | |||||
| Mendel Capital Management LLC | 26.062.295 $ | +1.256.494 $ | +5,1 % | 24.805.801 $ | +2.887.342 $ | +13,2 % | 21.918.459 $ | +1.243.302 $ | +6,0 % | |||
| Prosperity Consulting Group, LLC | 22.721.327 $ | +271.665 $ | +1,2 % | 22.449.662 $ | +311.136 $ | +1,4 % | 22.138.526 $ | -3.916.416 $ | -15,0 % | 26.054.942 $ | -8.959.481 $ | -25,6 % |
| Ledyard National Bank | 26.050.621 $ | +1.440.322 $ | +5,9 % | 24.610.299 $ | +3.768.656 $ | +18,1 % | 20.841.643 $ | +826.784 $ | +4,1 % | 20.014.859 $ | +1.240.642 $ | +6,6 % |
| Leo H. Evart, Inc. | 26.014.841 $ | +2.993.538 $ | +13,0 % | 23.021.303 $ | ||||||||
| Summit Trail Advisors, LLC | 17.274.480 $ | +1.605.605 $ | +10,2 % | 15.668.875 $ | -10.269.266 $ | -39,6 % | 25.938.141 $ | +12.378.955 $ | +91,3 % | 13.559.186 $ | +861.202 $ | +6,8 % |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 25.869.764 $ | +1.664.426 $ | +6,9 % | 24.205.338 $ | +2.673.216 $ | +12,4 % | 21.532.122 $ | +1.079.693 $ | +5,3 % | 20.452.429 $ | +2.411.874 $ | +13,4 % |
| Clarkston Capital Partners, LLC | 1.307.369 $ | -3.879.470 $ | -74,8 % | 5.186.839 $ | -20.606.178 $ | -79,9 % | 25.793.017 $ | +14.872.719 $ | +136,2 % | 10.920.298 $ | +10.398.497 $ | +1.992,8 % |
| Asset One Wealth Management LLC | 25.435.605 $ | +558.160 $ | +2,2 % | 24.877.445 $ | -873.038 $ | -3,4 % | 25.750.483 $ | |||||
| Apella Capital, LLC | 25.665.642 $ | +1.119.000 $ | +4,6 % | 24.546.642 $ | +2.014.655 $ | +8,9 % | 22.531.987 $ | +1.503.769 $ | +7,2 % | 21.028.218 $ | +6.442.659 $ | +44,2 % |
| Presidio Capital Management, LLC | 258.160 $ | +33.246 $ | +14,8 % | 224.914 $ | -766.308 $ | -77,3 % | 991.222 $ | -24.601.982 $ | -96,1 % | 25.593.204 $ | +859.060 $ | +3,5 % |
| Archer Investment Management, LLC | 9.997.318 $ | +2.199.393 $ | +28,2 % | 7.797.925 $ | -15.017.285 $ | -65,8 % | 22.815.210 $ | -2.708.502 $ | -10,6 % | 25.523.712 $ | +2.006.460 $ | +8,5 % |
| Shorepoint Capital Partners LLC | 25.503.693 $ | |||||||||||
| OBSIDIAN CIO, LLC | 2.154.897 $ | -708.878 $ | -24,8 % | 2.863.775 $ | -94.134 $ | -3,2 % | 2.957.909 $ | -22.534.665 $ | -88,4 % | 25.492.574 $ | +1.530.593 $ | +6,4 % |
| NWAM LLC | 25.458.752 $ | +2.477.680 $ | +10,8 % | 22.981.072 $ | -168.550 $ | -0,7 % | 23.149.622 $ | -318.876 $ | -1,4 % | 23.468.498 $ | +1.103.392 $ | +4,9 % |
| Juno Financial Group LLC | 21.463.446 $ | -3.978.467 $ | -15,6 % | 25.441.913 $ | +755.785 $ | +3,1 % | 24.686.128 $ | |||||
| Breakwater Capital Group | 25.419.450 $ | +3.685.219 $ | +17,0 % | 21.734.231 $ | +2.716.856 $ | +14,3 % | 19.017.375 $ | +6.275.468 $ | +49,3 % | 12.741.907 $ | +1.737.295 $ | +15,8 % |
| Medallion Wealth Advisors, LLC | 25.416.174 $ | +3.292.254 $ | +14,9 % | 22.123.920 $ | +581.440 $ | +2,7 % | 21.542.480 $ | +1.761.520 $ | +8,9 % | 19.780.960 $ | +2.176.153 $ | +12,4 % |
| Trilogy Capital Inc. | 25.300.491 $ | +2.772.069 $ | +12,3 % | 22.528.422 $ | -2.120.431 $ | -8,6 % | 24.648.853 $ | +1.400.532 $ | +6,0 % | 23.248.321 $ | +311.193 $ | +1,4 % |
| TSA Wealth Managment LLC | 25.274.676 $ | +1.366.775 $ | +5,7 % | 23.907.901 $ | +459.848 $ | +2,0 % | 23.448.053 $ | +371.655 $ | +1,6 % | 23.076.398 $ | -943.191 $ | -3,9 % |
| McIlrath & Eck, LLC | 25.271.994 $ | +3.194.182 $ | +14,5 % | 22.077.812 $ | +2.548.500 $ | +13,0 % | ||||||
| COWA, LLC | 25.238.871 $ | +1.944.893 $ | +8,3 % | 23.293.978 $ | +1.959.709 $ | +9,2 % | 21.334.269 $ | +217.897 $ | +1,0 % | 21.116.372 $ | +2.753.475 $ | +15,0 % |
| Tiller Private Wealth, Inc. | 25.217.979 $ | +3.500.864 $ | +16,1 % | 21.717.115 $ | +62.516 $ | +0,3 % | 21.654.599 $ | -2.695.701 $ | -11,1 % | 24.350.300 $ | +1.676.300 $ | +7,4 % |
| MJT & Associates Financial Advisory Group, Inc. | 25.211.790 $ | +1.094.420 $ | +4,5 % | 24.117.370 $ | +1.364.038 $ | +6,0 % | 22.753.332 $ | +902.422 $ | +4,1 % | 21.850.910 $ | +5.142.705 $ | +30,8 % |
| Diversified Portfolios, Inc. | 25.151.234 $ | +2.923.580 $ | +13,2 % | 22.227.654 $ | +1.534.311 $ | +7,4 % | 20.693.343 $ | -994.367 $ | -4,6 % | 21.687.710 $ | +1.483.366 $ | +7,3 % |
| JNBA Financial Advisors | 25.141.127 $ | +1.325.290 $ | +5,6 % | 23.815.837 $ | -713.304 $ | -2,9 % | 24.529.141 $ | -469.787 $ | -1,9 % | 24.998.928 $ | -730.719 $ | -2,8 % |
| HBW ADVISORY SERVICES LLC | 25.133.648 $ | +4.080.320 $ | +19,4 % | 21.053.328 $ | +1.783.138 $ | +9,3 % | 19.270.190 $ | +3.114.023 $ | +19,3 % | 16.156.167 $ | +1.087.515 $ | +7,2 % |
| HIGHLINE WEALTH PARTNERS LLC | 25.006.282 $ | +9.579.588 $ | +62,1 % | 15.426.694 $ | +4.774.283 $ | +44,8 % | 10.652.411 $ | +525.921 $ | +5,2 % | 10.126.490 $ | +1.047.832 $ | +11,5 % |
| WIT, LLC | 24.955.611 $ | +810.604 $ | +3,4 % | 24.145.007 $ | +2.557.734 $ | +11,8 % | 21.587.273 $ | +102.309 $ | +0,5 % | 21.484.964 $ | +629.596 $ | +3,0 % |
| Arcataur Capital Management LLC | 24.954.977 $ | +2.803.192 $ | +12,7 % | 22.151.785 $ | -258.850 $ | -1,2 % | 22.410.635 $ | -176.875 $ | -0,8 % | 22.587.510 $ | +1.079.014 $ | +5,0 % |
| Invesco Ltd. | 24.812.957 $ | +7.833.069 $ | +46,1 % | 16.979.888 $ | +10.312.824 $ | +154,7 % | 6.667.064 $ | +3.838.117 $ | +135,7 % | 2.828.947 $ | +170.224 $ | +6,4 % |
| American Money Management, LLC | 24.812.230 $ | +3.570.555 $ | +16,8 % | 21.241.675 $ | +248.679 $ | +1,2 % | 20.992.996 $ | +872.958 $ | +4,3 % | 20.120.038 $ | +1.073.062 $ | +5,6 % |
| Victrix Investment Advisors | 24.715.851 $ | +989.500 $ | +4,2 % | 23.726.351 $ | +2.664.701 $ | +12,7 % | ||||||
| Frisco Financial Planning LLC | 24.686.795 $ | +3.205.182 $ | +14,9 % | 21.481.613 $ | +99.192 $ | +0,5 % | 21.382.421 $ | +650.874 $ | +3,1 % | 20.731.547 $ | +577.203 $ | +2,9 % |
| Balboa Wealth Partners | 24.649.596 $ | +19.652.985 $ | +393,3 % | 4.996.611 $ | +911.004 $ | +22,3 % | 4.085.607 $ | +1.746.712 $ | +74,7 % | 2.338.895 $ | +784.665 $ | +50,5 % |
| Shore Point Advisors, LLC | 15.859.653 $ | +1.928.264 $ | +13,8 % | 13.931.389 $ | -10.673.024 $ | -43,4 % | 24.604.413 $ | +1.387.107 $ | +6,0 % | 23.217.306 $ | +3.059.664 $ | +15,2 % |
| MSH Capital Advisors LLC | 24.550.872 $ | +3.439.928 $ | +16,3 % | 21.110.944 $ | +243.436 $ | +1,2 % | 20.867.508 $ | +1.477.952 $ | +7,6 % | 19.389.556 $ | +2.138.601 $ | +12,4 % |
| EverSource Wealth Advisors, LLC | 20.463.696 $ | -1.226.103 $ | -5,7 % | 21.689.799 $ | -229.708 $ | -1,0 % | 21.919.507 $ | -2.596.800 $ | -10,6 % | 24.516.307 $ | +16.150.519 $ | +193,1 % |
| Clear Retirement Advice LLC | 24.449.978 $ | +2.567.845 $ | +11,7 % | 21.882.133 $ | -129.558 $ | -0,6 % | 22.011.691 $ | |||||
| EQ WEALTH ADVISORS, LLC | 21.838.232 $ | -375.419 $ | -1,7 % | 22.213.651 $ | -1.758.498 $ | -7,3 % | 23.972.149 $ | -443.073 $ | -1,8 % | 24.415.222 $ | +1.303.356 $ | +5,6 % |
| Stillwater Private Wealth, LLC | 19.807.000 $ | -4.515.000 $ | -18,6 % | 24.322.000 $ | ||||||||
| Plus Group Wealth Advisors LLC | 24.309.578 $ | +3.618.549 $ | +17,5 % | 20.691.029 $ | +137.625 $ | +0,7 % | 20.553.404 $ | |||||
| RFG - Bristol Wealth Advisors, LLC | 24.235.255 $ | +2.816.472 $ | +13,1 % | 21.418.783 $ | +2.783.264 $ | +14,9 % | 18.635.519 $ | +792.037 $ | +4,4 % | 17.843.482 $ | +10.960.309 $ | +159,2 % |
| Clear Point Advisors Inc. | 24.219.857 $ | +3.766.360 $ | +18,4 % | 20.453.497 $ | -1.386.122 $ | -6,3 % | 21.839.619 $ | -898.947 $ | -4,0 % | 22.738.566 $ | +1.472.147 $ | +6,9 % |
| Sylvest Advisors, LLC | 24.215.387 $ | +2.829.977 $ | +13,2 % | 21.385.410 $ | +709.153 $ | +3,4 % | 20.676.257 $ | +507.357 $ | +2,5 % | 20.168.900 $ | +1.321.343 $ | +7,0 % |
| Jacobs Equity LLC | 24.212.216 $ | +3.191.771 $ | +15,2 % | 21.020.445 $ | +1.517.380 $ | +7,8 % | 19.503.065 $ | |||||
| Signal Advisors Wealth, LLC | 24.131.321 $ | +5.924.871 $ | +32,5 % | 18.206.450 $ | +2.639.842 $ | +17,0 % | 15.566.608 $ | +1.926.918 $ | +14,1 % | 13.639.690 $ | +1.844.552 $ | +15,6 % |
| Owl Creek Wealth Partners LLC | 24.118.694 $ | +3.854.051 $ | +19,0 % | 20.264.643 $ | ||||||||
| Values Added Financial LLC | 24.071.295 $ | +3.290.265 $ | +15,8 % | 20.781.030 $ | -831.728 $ | -3,8 % | 21.612.758 $ | +1.632.033 $ | +8,2 % | 19.980.725 $ | +1.270.748 $ | +6,8 % |
| Advisors Preferred, LLC | 23.700.735 $ | -368.645 $ | -1,5 % | 24.069.380 $ | +964.708 $ | +4,2 % | 23.104.672 $ | +3.574.064 $ | +18,3 % | 19.530.608 $ | -414.224 $ | -2,1 % |
| Consolidated Portfolio Review Corp | 23.966.006 $ | +2.690.178 $ | +12,6 % | |||||||||
| ATLAS CAPITAL ADVISORS INC. | 23.928.727 $ | +3.338.883 $ | +16,2 % | 20.589.844 $ | -326.366 $ | -1,6 % | 20.916.210 $ | -1.897.322 $ | -8,3 % | |||
| Weitzel Financial Services, Inc. | 23.781.413 $ | +1.947.257 $ | +8,9 % | 21.834.156 $ | +2.706.106 $ | +14,1 % | 19.128.050 $ | +1.406.176 $ | +7,9 % | 17.721.874 $ | +491.254 $ | +2,9 % |
| LexAurum Advisors, LLC | 23.766.366 $ | +2.967.756 $ | +14,3 % | 20.798.610 $ | +2.064.487 $ | +11,0 % | 18.734.123 $ | -411.690 $ | -2,2 % | |||
| SENTINEL PENSION ADVISORS, LLC | 22.520.902 $ | +2.169.435 $ | +10,7 % | 20.351.467 $ | +149.364 $ | +0,7 % | 20.202.103 $ | -3.487.379 $ | -14,7 % | 23.689.482 $ | +1.375.214 $ | +6,2 % |
| Bigelow Investment Advisors, LLC | 23.650.639 $ | +2.428.348 $ | +11,4 % | 21.222.291 $ | -1.794.730 $ | -7,8 % | 23.017.021 $ | +265.377 $ | +1,2 % | 22.751.644 $ | +657.863 $ | +3,0 % |
| MBE Wealth Management, LLC | 23.644.791 $ | +1.580.691 $ | +7,2 % | 22.064.100 $ | -683.111 $ | -3,0 % | 22.747.211 $ | +169.946 $ | +0,8 % | 22.577.265 $ | -877.183 $ | -3,7 % |
| Sowell Financial Services LLC | 23.624.963 $ | +3.416.517 $ | +16,9 % | 20.208.446 $ | +2.967.027 $ | +17,2 % | 17.241.419 $ | +3.165.971 $ | +22,5 % | 14.075.448 $ | +1.744.991 $ | +14,2 % |
| Cooke Wealth Management, LLC | 23.538.064 $ | +1.523.281 $ | +6,9 % | 22.014.783 $ | +236.382 $ | +1,1 % | 21.778.401 $ | |||||
| Nvest Wealth Strategies, Inc. | 23.494.679 $ | +3.418.898 $ | +17,0 % | 20.075.781 $ | -1.178.482 $ | -5,5 % | 21.254.263 $ | |||||
| Investment Planning Advisors, Inc. | 23.407.338 $ | +6.228.221 $ | +36,3 % | 17.179.117 $ | +5.084.479 $ | +42,0 % | 12.094.638 $ | +1.441.988 $ | +13,5 % | 10.652.650 $ | +6.885.753 $ | +182,8 % |
| Socha Financial Group, LLC | 22.127.003 $ | +3.037.962 $ | +15,9 % | 19.089.041 $ | -1.883.446 $ | -9,0 % | 20.972.487 $ | -2.391.621 $ | -10,2 % | 23.364.108 $ | +939.419 $ | +4,2 % |
| Blueprint Financial Advisors LLC | 23.362.627 $ | +5.800.789 $ | +33,0 % | 17.561.838 $ | -680.921 $ | -3,7 % | 18.242.759 $ | -1.687.707 $ | -8,5 % | 19.930.466 $ | +3.082.966 $ | +18,3 % |
| Virginia Estate & Retirement Planning Advisors Inc. | 23.312.871 $ | +22.910.662 $ | +5.696,2 % | 402.209 $ | ||||||||
| HARTLINE INVESTMENT CORP/ | 23.222.520 $ | +3.262.619 $ | +16,3 % | 19.959.901 $ | +1.493.976 $ | +8,1 % | 18.465.925 $ | +16.097.657 $ | +679,7 % | 2.368.268 $ | +357.562 $ | +17,8 % |
| STUDIO INVESTMENT MANAGEMENT LLC | 23.207.550 $ | +1.475.423 $ | +6,8 % | 21.732.127 $ | +1.271.056 $ | +6,2 % | 20.461.071 $ | +881.890 $ | +4,5 % | 19.579.181 $ | +1.077.277 $ | +5,8 % |
| Murphy & Mullick Capital Management Corp | 23.203.606 $ | +3.811.799 $ | +19,7 % | 19.391.807 $ | +66.258 $ | +0,3 % | 19.325.549 $ | +96.708 $ | +0,5 % | 19.228.841 $ | +1.141.048 $ | +6,3 % |
| Baker Ellis Asset Management LLC | 23.199.147 $ | +2.178.865 $ | +10,4 % | 21.020.282 $ | +2.205.671 $ | +11,7 % | 18.814.611 $ | +2.333.174 $ | +14,2 % | 16.481.437 $ | +650.526 $ | +4,1 % |
| Allegheny Financial Group | 23.175.889 $ | +3.715.256 $ | +19,1 % | 19.460.633 $ | -1.701.767 $ | -8,0 % | 21.162.400 $ | +523.366 $ | +2,5 % | 20.639.034 $ | +1.871.327 $ | +10,0 % |
| Hidden Cove Wealth Management, LLC | 19.459.774 $ | -2.088.504 $ | -9,7 % | 21.548.278 $ | -1.624.748 $ | -7,0 % | 23.173.026 $ | +1.233.891 $ | +5,6 % | 21.939.135 $ | -921.816 $ | -4,0 % |
| Brooklyn Investment Group | 23.169.816 $ | +1.324.258 $ | +6,1 % | 21.845.558 $ | +19.840.816 $ | +989,7 % | 2.004.742 $ | -755.066 $ | -27,4 % | |||
| POWER WEALTH MANAGEMENT LLC | 23.168.022 $ | +2.743.193 $ | +13,4 % | 20.424.829 $ | +909.601 $ | +4,7 % | 19.515.228 $ | +232.125 $ | +1,2 % | 19.283.103 $ | +1.672.370 $ | +9,5 % |
| Sellwood Investment Partners LLC | 23.161.279 $ | +2.385.035 $ | +11,5 % | 20.776.244 $ | +1.120.931 $ | +5,7 % | 19.655.313 $ | -278.727 $ | -1,4 % | 19.934.040 $ | +1.950.543 $ | +10,8 % |
| Graves Light Lenhart Wealth, Inc. | 23.090.575 $ | +528.477 $ | +2,3 % | 22.562.098 $ | +2.138.972 $ | +10,5 % | 20.423.126 $ | +1.102.535 $ | +5,7 % | 19.320.591 $ | +793.330 $ | +4,3 % |
| BFI Wealth Solutions, LLC | 23.076.800 $ | +6.915.947 $ | +42,8 % | 16.160.853 $ | -1.383.504 $ | -7,9 % | 17.544.357 $ | |||||
| Ifrah Financial Services, Inc. | 23.046.448 $ | +1.845.303 $ | +8,7 % | 21.201.145 $ | +296.452 $ | +1,4 % | 20.904.693 $ | +196.052 $ | +0,9 % | 20.708.641 $ | +1.157.677 $ | +5,9 % |
| WOLVERINE TRADING, LLC | 22.972.670 $ | +22.627.332 $ | +6.552,2 % | |||||||||
| North Berkeley Wealth Management, LLC | 416.503 $ | -4.927.911 $ | -92,2 % | 5.344.414 $ | -17.600.451 $ | -76,7 % | 22.944.865 $ | +22.575.103 $ | +6.105,3 % | 369.762 $ | +27.038 $ | +7,9 % |
| Foster Group, Inc. | 22.920.648 $ | +2.843.418 $ | +14,2 % | 20.077.230 $ | +1.801.984 $ | +9,9 % | 18.275.246 $ | +736.167 $ | +4,2 % | 17.539.079 $ | +1.522.164 $ | +9,5 % |
| WHITTIER TRUST CO | 22.899.695 $ | +3.188.280 $ | +16,2 % | 19.711.415 $ | -1.403.052 $ | -6,6 % | 21.114.467 $ | +1.084.401 $ | +5,4 % | 20.030.066 $ | +917.579 $ | +4,8 % |
| WALLER FINANCIAL PLANNING GROUP, INC | 20.366.746 $ | -2.468.452 $ | -10,8 % | 22.835.198 $ | +3.423.789 $ | +17,6 % | 19.411.409 $ | -612.604 $ | -3,1 % | 20.024.013 $ | +709.428 $ | +3,7 % |
| Oasis Advisors, LLC | 22.784.366 $ | +1.888.803 $ | +9,0 % | 20.895.563 $ | +2.980.798 $ | +16,6 % | 17.914.765 $ | |||||
| NewEdge Wealth, LLC | 22.779.571 $ | +528.282 $ | +2,4 % | 22.251.289 $ | +3.932.562 $ | +21,5 % | 18.318.727 $ | +2.756.774 $ | +17,7 % | 15.561.953 $ | +605.522 $ | +4,0 % |
| ARQ WEALTH ADVISORS, LLC | 18.357.851 $ | -4.420.511 $ | -19,4 % | 22.778.362 $ | +22.116.303 $ | +3.340,5 % | ||||||
| Peterson Wealth Advisors, LLC | 22.013.161 $ | -639.030 $ | -2,8 % | 22.652.191 $ | +627.236 $ | +2,8 % | 22.024.955 $ | +1.634.625 $ | +8,0 % | |||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 22.644.022 $ | +912.145 $ | +4,2 % | 21.731.877 $ | -58.019 $ | -0,3 % | 21.789.896 $ | |||||
| GPM Growth Investors, Inc. | 19.213.405 $ | +125.149 $ | +0,7 % | 19.088.256 $ | -1.210.917 $ | -6,0 % | 20.299.173 $ | -2.343.070 $ | -10,3 % | 22.642.243 $ | +1.705.483 $ | +8,1 % |
| SMI Advisory Services, LLC | 22.625.467 $ | +13.646.116 $ | +152,0 % | 8.979.351 $ | +192.997 $ | +2,2 % | 8.786.354 $ | -633.245 $ | -6,7 % | 9.419.599 $ | +138.851 $ | +1,5 % |
| Bulwark Capital Corp | 22.549.627 $ | +1.355.731 $ | +6,4 % | 21.193.896 $ | +9.967.039 $ | +88,8 % | 11.226.857 $ | -1.357.048 $ | -10,8 % | 12.583.905 $ | -1.602.893 $ | -11,3 % |
| Redwood Investment Management, LLC | 20.493.000 $ | +777.000 $ | +3,9 % | 19.716.000 $ | -1.400.000 $ | -6,6 % | 21.116.000 $ | -1.417.000 $ | -6,3 % | 22.533.000 $ | -3.389.000 $ | -13,1 % |
| INVENIO WEALTH PARTNERS LLC | 22.050.009 $ | +2.760.006 $ | +14,3 % | 19.290.003 $ | -3.155.917 $ | -14,1 % | 22.445.920 $ | +4.638 $ | +0,0 % | 22.441.282 $ | +2.514.658 $ | +12,6 % |
| Aspiring Ventures, LLC | 22.443.220 $ | +2.692.028 $ | +13,6 % | 19.751.192 $ | -309.522 $ | -1,5 % | 20.060.714 $ | +510.992 $ | +2,6 % | 19.549.722 $ | +1.253.796 $ | +6,9 % |
| Southland Equity Partners LLC | 22.393.025 $ | +1.234.342 $ | +5,8 % | 21.158.683 $ | +2.170.144 $ | +11,4 % | 18.988.539 $ | +71.898 $ | +0,4 % | 18.916.641 $ | +490.266 $ | +2,7 % |
| Clark Wealth Partners | 22.371.971 $ | +3.326.560 $ | +17,5 % | 19.045.411 $ | -2.947.154 $ | -13,4 % | 21.992.565 $ | +0 $ | +0,0 % | 21.992.565 $ | -3.765.899 $ | -14,6 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 22.309.000 $ | +2.691.000 $ | +13,7 % | 19.618.000 $ | -224.000 $ | -1,1 % | 19.842.000 $ | -522.000 $ | -2,6 % | 20.364.000 $ | -1.132.000 $ | -5,3 % |
| Mengis Capital Management, Inc. | 22.265.849 $ | +3.328.226 $ | +17,6 % | 18.937.623 $ | +262.047 $ | +1,4 % | 18.675.576 $ | +739.576 $ | +4,1 % | 17.936.000 $ | +1.936.780 $ | +12,1 % |
| WealthCare Investment Partners, LLC | 22.238.724 $ | +2.276.438 $ | +11,4 % | 19.962.286 $ | +2.036.432 $ | +11,4 % | 17.925.854 $ | +457.679 $ | +2,6 % | 17.468.175 $ | +1.042.222 $ | +6,3 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 22.225.126 $ | +2.647.008 $ | +13,5 % | 19.578.118 $ | -165.575 $ | -0,8 % | 19.743.693 $ | -17.431 $ | -0,1 % | 19.761.124 $ | -1.677.312 $ | -7,8 % |
| Red Mountain Financial, LLC | 22.198.495 $ | +2.483.887 $ | +12,6 % | 19.714.608 $ | +1.883.966 $ | +10,6 % | 17.830.642 $ | +524.445 $ | +3,0 % | 17.306.197 $ | +896.434 $ | +5,5 % |
| Wingate Wealth Advisors, Inc. | 22.151.337 $ | +4.380.664 $ | +24,7 % | 17.770.673 $ | +3.612.013 $ | +25,5 % | 14.158.660 $ | +874.515 $ | +6,6 % | 13.284.145 $ | +1.761.885 $ | +15,3 % |
| KCM INVESTMENT ADVISORS LLC | 22.109.094 $ | +3.214.874 $ | +17,0 % | 18.894.220 $ | +408.332 $ | +2,2 % | 18.485.888 $ | -35.775 $ | -0,2 % | 18.521.663 $ | +971.734 $ | +5,5 % |
| Pacific Park Financial, Inc. | 21.217.308 $ | -883.479 $ | -4,0 % | 22.100.787 $ | +11.104 $ | +0,1 % | 22.089.683 $ | |||||
| Unify Financial Advisors | 22.091.101 $ | +2.785.701 $ | +14,4 % | 19.305.400 $ | +87.343 $ | +0,5 % | 19.218.057 $ | |||||
| Arlington Trust Co LLC | 1.332.522 $ | +23.894 $ | +1,8 % | 1.308.628 $ | -140.535 $ | -9,7 % | 1.449.163 $ | -20.635.389 $ | -93,4 % | 22.084.552 $ | +1.655.970 $ | +8,1 % |
| Cornerstone Planning, LLC | 22.034.481 $ | +2.674.551 $ | +13,8 % | 19.359.930 $ | -2.035.566 $ | -9,5 % | 21.395.496 $ | |||||
| 1900 WEALTH MANAGEMENT LLC | 22.020.386 $ | +1.836.839 $ | +9,1 % | 20.183.547 $ | +1.013.824 $ | +5,3 % | 19.169.723 $ | +1.102.737 $ | +6,1 % | 18.066.986 $ | +1.119.665 $ | +6,6 % |
| VILLERE ST DENIS J & CO LLC | 22.002.699 $ | +21.515.867 $ | +4.419,6 % | 486.832 $ | -346.634 $ | -41,6 % | 833.466 $ | +26.349 $ | +3,3 % | 807.117 $ | +40.910 $ | +5,3 % |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 14.847.342 $ | +20.190 $ | +0,1 % | 14.827.152 $ | -422.127 $ | -2,8 % | 15.249.279 $ | -6.721.131 $ | -30,6 % | 21.970.410 $ | -5.301.285 $ | -19,4 % |
| Centric Wealth Management | 21.969.125 $ | +0 $ | +0,0 % | 21.969.125 $ | +1.585.793 $ | +7,8 % | 20.383.332 $ | +973.571 $ | +5,0 % | 19.409.761 $ | +705.297 $ | +3,8 % |
| WOODMONT INVESTMENT COUNSEL LLC | 21.952.434 $ | +1.786.321 $ | +8,9 % | 20.166.113 $ | +9.249.586 $ | +84,7 % | 10.916.527 $ | +284.865 $ | +2,7 % | 10.631.662 $ | +581.873 $ | +5,8 % |
| Legacy Edge Advisors, LLC | 21.950.620 $ | +906.187 $ | +4,3 % | 21.044.433 $ | +24.145 $ | +0,1 % | 21.020.288 $ | +1.855.235 $ | +9,7 % | |||
| CALTON & ASSOCIATES, INC. | 17.291.539 $ | -4.629.301 $ | -21,1 % | 21.920.840 $ | +6.627.324 $ | +43,3 % | 15.293.516 $ | -1.086.088 $ | -6,6 % | 16.379.604 $ | -2.495.018 $ | -13,2 % |
| FIDUCIARY TRUST CO | 21.892.834 $ | +1.427.973 $ | +7,0 % | 20.464.861 $ | -286.683 $ | -1,4 % | 20.751.544 $ | +1.257.908 $ | +6,5 % | 19.493.636 $ | -220.242 $ | -1,1 % |
| IMC-Chicago, LLC | 21.824.843 $ | +3.749.174 $ | +20,7 % | 18.075.669 $ | +727.661 $ | +4,2 % | 17.348.008 $ | +193.856 $ | +1,1 % | 17.154.152 $ | +2.557.625 $ | +17,5 % |
| FRANKLIN RESOURCES INC | 21.804.999 $ | +1.170.510 $ | +5,7 % | 20.634.489 $ | -87.272 $ | -0,4 % | 20.721.761 $ | +1.448.672 $ | +7,5 % | 19.273.089 $ | +1.623.089 $ | +9,2 % |
| Creekmur Asset Management LLC | 21.780.794 $ | +1.737.032 $ | +8,7 % | |||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 21.777.495 $ | |||||||||||
| Foguth Wealth Management, LLC. | 21.776.685 $ | +96.326 $ | +0,4 % | 21.680.359 $ | +12.088.403 $ | +126,0 % | 9.591.956 $ | +5.819.043 $ | +154,2 % | |||
| Heritage Wealth Management, Inc. /CA/ | 21.743.587 $ | +2.194.041 $ | +11,2 % | 19.549.546 $ | +993.333 $ | +5,4 % | 18.556.213 $ | +321.638 $ | +1,8 % | 18.234.575 $ | +1.227.174 $ | +7,2 % |
| Aufman Associates Inc | 21.740.144 $ | +2.838.528 $ | +15,0 % | 18.901.616 $ | +3.266.529 $ | +20,9 % | 15.635.087 $ | +13.070.174 $ | +509,6 % | 2.564.913 $ | +170.319 $ | +7,1 % |
| CGN Advisors LLC | 20.744.671 $ | +487.487 $ | +2,4 % | 20.257.184 $ | -1.478.747 $ | -6,8 % | 21.735.931 $ | +1.060.421 $ | +5,1 % | 20.675.510 $ | +3.508.472 $ | +20,4 % |
| JAMES INVESTMENT RESEARCH, INC. | 21.725.510 $ | +5.273.459 $ | +32,1 % | 16.452.051 $ | +1.549.096 $ | +10,4 % | 14.902.955 $ | +2.317.994 $ | +18,4 % | 12.584.961 $ | +2.324.396 $ | +22,7 % |
| EQUITABLE TRUST CO | 21.724.183 $ | +1.639.915 $ | +8,2 % | 20.084.268 $ | +986.487 $ | +5,2 % | 19.097.781 $ | +229.768 $ | +1,2 % | 18.868.013 $ | -5.092.122 $ | -21,3 % |
| SUMMIT WEALTH GROUP LLC / CO | 19.160.823 $ | -122.709 $ | -0,6 % | 19.283.532 $ | -2.286.227 $ | -10,6 % | 21.569.759 $ | +21.091.713 $ | +4.412,1 % | 478.046 $ | -23.014.408 $ | -98,0 % |
| Trinity Financial Advisors LLC | 9.497.519 $ | +1.080.026 $ | +12,8 % | 8.417.493 $ | -508.519 $ | -5,7 % | 8.926.012 $ | -12.597.268 $ | -58,5 % | 21.523.280 $ | +1.329.939 $ | +6,6 % |
| Triad Wealth Partners, LLC | 20.808.939 $ | +4.181.211 $ | +25,1 % | 16.627.728 $ | -4.865.712 $ | -22,6 % | 21.493.440 $ | +11.789.934 $ | +121,5 % | 9.703.506 $ | +3.314.259 $ | +51,9 % |
| Grant Street Asset Management, Inc. | 21.483.566 $ | +4.024.793 $ | +23,1 % | 17.458.773 $ | +613.383 $ | +3,6 % | 16.845.390 $ | +625.475 $ | +3,9 % | 16.219.915 $ | +1.077.127 $ | +7,1 % |
| SIMPLEX TRADING, LLC | 21.454.408 $ | +6.561.777 $ | +44,1 % | 14.892.631 $ | -1.785.171 $ | -10,7 % | 16.677.802 $ | -558.198 $ | -3,2 % | 17.236.000 $ | +2.151.000 $ | +14,3 % |
| Quadcap Wealth Management, LLC | 21.453.945 $ | +1.958.137 $ | +10,0 % | 19.495.808 $ | -811.177 $ | -4,0 % | 20.306.985 $ | +267.838 $ | +1,3 % | 20.039.147 $ | -184.638 $ | -0,9 % |
| Davidson Kahn Capital Management, LLC | 21.436.287 $ | +4.732.829 $ | +28,3 % | 16.703.458 $ | +1.397.138 $ | +9,1 % | 15.306.320 $ | +1.258.248 $ | +9,0 % | 14.048.072 $ | +1.870.038 $ | +15,4 % |
| COZAD ASSET MANAGEMENT INC | 21.398.042 $ | +1.381.592 $ | +6,9 % | 20.016.450 $ | +80.024 $ | +0,4 % | 19.936.426 $ | -892.375 $ | -4,3 % | 20.828.801 $ | -2.348.221 $ | -10,1 % |
| Farnam Financial LLC | 16.217.750 $ | -96.703 $ | -0,6 % | 16.314.453 $ | -2.435.147 $ | -13,0 % | 18.749.600 $ | -2.645.723 $ | -12,4 % | 21.395.323 $ | +436.992 $ | +2,1 % |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 21.356.672 $ | +929.128 $ | +4,5 % | 20.427.544 $ | +7.057.633 $ | +52,8 % | 13.369.911 $ | -7.442.620 $ | -35,8 % | 20.812.531 $ | ||
| Prota Financial, LLC | 21.319.402 $ | +3.915.837 $ | +22,5 % | 17.403.565 $ | -1.786.305 $ | -9,3 % | 19.189.870 $ | |||||
| Spartan Wealth Advisory Services LLC | 21.258.826 $ | +3.917.356 $ | +22,6 % | 17.341.470 $ | ||||||||
| One Wealth Advisors, LLC | 21.214.568 $ | +1.432.372 $ | +7,2 % | 19.782.196 $ | +1.150.062 $ | +6,2 % | 18.632.134 $ | -268.829 $ | -1,4 % | 18.900.963 $ | +1.615.159 $ | +9,3 % |
| Apex Wealth Management, LLC | 21.211.911 $ | +3.179.014 $ | +17,6 % | 18.032.897 $ | +6.132.430 $ | +51,5 % | 11.900.467 $ | -4.001.207 $ | -25,2 % | 15.901.674 $ | +1.116.894 $ | +7,6 % |
| IRON Financial LLC | 21.077.008 $ | -114.970 $ | -0,5 % | 21.191.978 $ | +2.601.278 $ | +14,0 % | 18.590.700 $ | +1.518.705 $ | +8,9 % | 17.071.995 $ | +1.890.369 $ | +12,5 % |
| Vista Cima Wealth Management LLC | 19.759.869 $ | +2.024.288 $ | +11,4 % | 17.735.581 $ | -3.427.005 $ | -16,2 % | 21.162.586 $ | +975.130 $ | +4,8 % | 20.187.456 $ | +2.134.225 $ | +11,8 % |
| MILLENNIUM MANAGEMENT LLC | 299.247 $ | -200.737 $ | -40,1 % | 499.984 $ | -20.659.106 $ | -97,6 % | 21.159.090 $ | +19.058.209 $ | +907,2 % | 2.100.881 $ | +1.378.285 $ | +190,7 % |
| Birchwood Financial Partners, Inc. | 21.156.078 $ | +2.774.891 $ | +15,1 % | 18.381.187 $ | +1.020.099 $ | +5,9 % | 17.361.088 $ | |||||
| BLUE SQUARE ASSET MANAGEMENT, LLC | 21.140.186 $ | +3.191.545 $ | +17,8 % | 17.948.641 $ | +1.806.429 $ | +11,2 % | 16.142.212 $ | +593.938 $ | +3,8 % | 15.548.274 $ | +972.297 $ | +6,7 % |
| Strategic Equity Management | 15.323.343 $ | +233.863 $ | +1,5 % | 15.089.480 $ | -3.835.586 $ | -20,3 % | 18.925.066 $ | -2.210.637 $ | -10,5 % | 21.135.703 $ | +238.746 $ | +1,1 % |
| Blue Sky Capital Consultants Group, Inc. | 17.358.269 $ | -3.763.197 $ | -17,8 % | 21.121.466 $ | +5.536.346 $ | +35,5 % | 15.585.120 $ | +2.933.778 $ | +23,2 % | 12.651.342 $ | +8.830.642 $ | +231,1 % |
| Strategic Financial Concepts, LLC | 19.511.940 $ | -1.502.361 $ | -7,1 % | 21.014.301 $ | +18.928.959 $ | +907,7 % | 2.085.342 $ | -15.206.734 $ | -87,9 % | 17.292.076 $ | +1.861.394 $ | +12,1 % |
| HUB Investment Partners, LLC | 20.876.644 $ | +7.370.447 $ | +54,6 % | 13.506.197 $ | +1.804.424 $ | +15,4 % | 11.701.773 $ | +2.097.670 $ | +21,8 % | 9.604.103 $ | +624.414 $ | +7,0 % |
| CENTAURUS FINANCIAL, INC. | 20.867.000 $ | +6.687.000 $ | +47,2 % | 14.180.000 $ | +1.312.000 $ | +10,2 % | 12.868.000 $ | -102.000 $ | -0,8 % | 12.970.000 $ | +1.754.000 $ | +15,6 % |
| Heirloom Wealth Management | 12.157.336 $ | -8.692.197 $ | -41,7 % | 20.849.533 $ | +16.889.107 $ | +426,4 % | 3.960.426 $ | +202.594 $ | +5,4 % | 3.757.832 $ | -320.286 $ | -7,9 % |
| American Trust | 14.486.549 $ | -1.358.414 $ | -8,6 % | 15.844.963 $ | -4.990.050 $ | -24,0 % | 20.835.013 $ | +1.866.477 $ | +9,8 % | |||
| Marble Wealth, LLC | 18.769.523 $ | +2.099.656 $ | +12,6 % | 16.669.867 $ | -4.130.797 $ | -19,9 % | 20.800.664 $ | |||||
| YANKCOM Partnership | 20.762.530 $ | +4.056.945 $ | +24,3 % | 16.705.585 $ | +2.297.121 $ | +15,9 % | 14.408.464 $ | +946.254 $ | +7,0 % | 13.462.210 $ | +1.053.995 $ | +8,5 % |
| Team Financial Group, LLC | 20.756.043 $ | +3.816.235 $ | +22,5 % | 16.939.808 $ | +101.824 $ | +0,6 % | 16.837.984 $ | +874.403 $ | +5,5 % | 15.963.581 $ | +1.532.960 $ | +10,6 % |
| NBT BANK, N.A. | 18.784.062 $ | -559.976 $ | -2,9 % | 19.344.038 $ | -1.327.161 $ | -6,4 % | 20.671.199 $ | +194.727 $ | +1,0 % | 20.476.472 $ | +622.322 $ | +3,1 % |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 20.657.503 $ | +1.400.484 $ | +7,3 % | 19.257.019 $ | -1.253.509 $ | -6,1 % | 20.510.528 $ | +36.906 $ | +0,2 % | 20.473.622 $ | +1.190.391 $ | +6,2 % |
| Equity Wealth Partners, LLC | 20.633.643 $ | +2.625.045 $ | +14,6 % | 18.008.598 $ | +1.319.263 $ | +7,9 % | 16.689.335 $ | +4.987.255 $ | +42,6 % | 11.702.080 $ | ||
| FFT WEALTH MANAGEMENT LLC | 20.601.935 $ | +2.222.608 $ | +12,1 % | 18.379.327 $ | -186.517 $ | -1,0 % | 18.565.844 $ | -734.288 $ | -3,8 % | 19.300.132 $ | +4.347.921 $ | +29,1 % |
| Clarity Wealth Development LLC | 20.529.323 $ | +9.464.998 $ | +85,5 % | 11.064.325 $ | +1.363.958 $ | +14,1 % | 9.700.367 $ | +924.607 $ | +10,5 % | 8.775.760 $ | +444.700 $ | +5,3 % |
| Insight Wealth Strategies, LLC | 20.503.674 $ | +20.055.275 $ | +4.472,6 % | 448.399 $ | +190.887 $ | +74,1 % | 257.512 $ | +5.654 $ | +2,2 % | 251.858 $ | +23.641 $ | +10,4 % |
| Fermata Advisors, LLC | 20.476.746 $ | +3.901.791 $ | +23,5 % | 16.574.955 $ | -749.362 $ | -4,3 % | 17.324.317 $ | -144.462 $ | -0,8 % | 17.468.779 $ | +3.649.454 $ | +26,4 % |
| Aspen Wealth Strategies, LLC | 18.021.309 $ | +2.876.036 $ | +19,0 % | 15.145.273 $ | -1.213.466 $ | -7,4 % | 16.358.739 $ | -4.076.635 $ | -19,9 % | 20.435.374 $ | +990.984 $ | +5,1 % |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 20.366.736 $ | +1.793.046 $ | +9,7 % | 18.573.690 $ | +621.881 $ | +3,5 % | 17.951.809 $ | +850.461 $ | +5,0 % | 17.101.348 $ | +1.230.678 $ | +7,8 % |
| Arista Wealth Management, LLC | 20.357.398 $ | +6.550.746 $ | +47,4 % | 13.806.652 $ | +11.106.245 $ | +411,3 % | 2.700.407 $ | +55.092 $ | +2,1 % | 2.645.315 $ | +498.402 $ | +23,2 % |
| Element Wealth, LLC | 20.333.168 $ | +2.851.605 $ | +16,3 % | 17.481.563 $ | -251.720 $ | -1,4 % | 17.733.283 $ | +307.921 $ | +1,8 % | 17.425.362 $ | +884.533 $ | +5,3 % |
| Fairlight Advisors | 20.299.590 $ | |||||||||||
| Darrow Company, Inc. | 20.242.317 $ | +1.192.377 $ | +6,3 % | 19.049.940 $ | +228.907 $ | +1,2 % | 18.821.033 $ | +1.071.266 $ | +6,0 % | 17.749.767 $ | +1.686.344 $ | +10,5 % |
| Principle Wealth Partners LLC | 20.184.907 $ | -47.660 $ | -0,2 % | 20.232.567 $ | +2.000.762 $ | +11,0 % | 18.231.805 $ | -1.833.511 $ | -9,1 % | 20.065.316 $ | -5.520.183 $ | -21,6 % |
| Mainsail Financial Group, LLC | 20.136.168 $ | +3.259.232 $ | +19,3 % | 16.876.936 $ | -276.868 $ | -1,6 % | 17.153.804 $ | +389.168 $ | +2,3 % | 16.764.636 $ | +1.268.691 $ | +8,2 % |
| GeoWealth Management, LLC | 20.077.157 $ | +3.731.376 $ | +22,8 % | 16.345.781 $ | +3.580.992 $ | +28,1 % | 12.764.789 $ | +2.117.628 $ | +19,9 % | 10.647.161 $ | +4.099.542 $ | +62,6 % |
| AHL INVESTMENT MANAGEMENT, INC. | 20.067.734 $ | +1.331.233 $ | +7,1 % | |||||||||
| IFC & Insurance Marketing, Inc. | 20.066.075 $ | +2.971.391 $ | +17,4 % | 17.094.684 $ | +11.272.684 $ | +193,6 % | 5.822.000 $ | |||||
| Point72 Asset Management, L.P. | 15.877.562 $ | +730.533 $ | +4,8 % | 15.147.029 $ | -4.885.100 $ | -24,4 % | 20.032.129 $ | |||||
| Northwest Capital Management Inc | 3.499.558 $ | -16.500.891 $ | -82,5 % | 20.000.449 $ | -27.418.935 $ | -57,8 % | ||||||
| BREAKTHRU ADVISORY SERVICES, LLC | 1.002.629 $ | -82.086 $ | -7,6 % | 1.084.715 $ | -18.880.472 $ | -94,6 % | 19.965.187 $ | +4.720.205 $ | +31,0 % | 15.244.982 $ | +14.997.311 $ | +6.055,3 % |
| Cypress Wealth Services, LLC | 19.954.166 $ | +2.669.890 $ | +15,4 % | 17.284.276 $ | +982.536 $ | +6,0 % | 16.301.740 $ | +1.045.638 $ | +6,9 % | 15.256.102 $ | -260.841 $ | -1,7 % |
| IFS Advisors, LLC | 18.966.889 $ | -842.429 $ | -4,3 % | 19.809.318 $ | +5.727.592 $ | +40,7 % | 14.081.726 $ | +1.024.086 $ | +7,8 % | |||
| Opulen Financial Group LLC | 19.780.923 $ | +1.061.943 $ | +5,7 % | 18.718.980 $ | +2.771.901 $ | +17,4 % | 15.947.079 $ | +993.702 $ | +6,6 % | 14.953.377 $ | +711.201 $ | +5,0 % |
| Whitegate Investment Counselors, Inc. | 19.748.513 $ | +1.209.193 $ | +6,5 % | 18.539.320 $ | +1.577.031 $ | +9,3 % | 16.962.289 $ | +99.591 $ | +0,6 % | 16.862.698 $ | +85.875 $ | +0,5 % |
| Ascentis Independent Advisors | 765.700 $ | -18.979.069 $ | -96,1 % | 19.744.769 $ | +16.010.464 $ | +428,7 % | 3.734.305 $ | -571.886 $ | -13,3 % | 4.306.191 $ | +863.498 $ | +25,1 % |
| Main Street Group, LTD | 8.140.612 $ | -302.396 $ | -3,6 % | 8.443.008 $ | -1.220.112 $ | -12,6 % | 9.663.120 $ | -10.050.356 $ | -51,0 % | 19.713.476 $ | +733.370 $ | +3,9 % |
| JBGlobal.com LLC | 19.711.913 $ | +2.197.814 $ | +12,5 % | 17.514.099 $ | +507.424 $ | +3,0 % | 17.006.675 $ | -459.700 $ | -2,6 % | 17.466.375 $ | -311.546 $ | -1,8 % |
| Freestate Advisors LLC | 19.710.147 $ | +1.738.822 $ | +9,7 % | 17.971.325 $ | +663.249 $ | +3,8 % | 17.308.076 $ | +602.627 $ | +3,6 % | 16.705.449 $ | -1.306.315 $ | -7,3 % |
| Waterfront Wealth Inc. | 19.660.794 $ | +2.982.726 $ | +17,9 % | 16.678.068 $ | +2.081.808 $ | +14,3 % | 14.596.260 $ | +1.481.508 $ | +11,3 % | 13.114.752 $ | +1.646.918 $ | +14,4 % |
| Ring Mountain Capital, LLC | 19.636.540 $ | +2.622.540 $ | +15,4 % | 17.014.000 $ | -1.557.000 $ | -8,4 % | 18.571.000 $ | +256.000 $ | +1,4 % | 18.315.000 $ | +1.144.255 $ | +6,7 % |
| SYNOVUS FINANCIAL CORP | 19.628.844 $ | +4.448.910 $ | +29,3 % | |||||||||
| TruWealth Advisors, LLC | 19.574.248 $ | +269.160 $ | +1,4 % | 19.305.088 $ | -53.599 $ | -0,3 % | 19.358.687 $ | -415.228 $ | -2,1 % | |||
| Farrow Financial, Inc. | 19.552.672 $ | +3.311.891 $ | +20,4 % | 16.240.781 $ | +2.474.725 $ | +18,0 % | 13.766.056 $ | +7.056.026 $ | +105,2 % | 6.710.030 $ | +1.354.551 $ | +25,3 % |
| Sound Portfolio Advisors, LLC | 19.508.861 $ | +475.324 $ | +2,5 % | 19.033.537 $ | +1.600.064 $ | +9,2 % | 17.433.473 $ | |||||
| New Hampshire Trust | 19.482.102 $ | +2.537.055 $ | +15,0 % | 16.945.047 $ | +2.455.479 $ | +16,9 % | 14.489.568 $ | +6.924.262 $ | +91,5 % | 7.565.306 $ | +2.457.929 $ | +48,1 % |
| INTEGRAL INVESTMENT ADVISORS, INC. | 19.479.861 $ | +2.738.511 $ | +16,4 % | 16.741.350 $ | +264.979 $ | +1,6 % | 16.476.371 $ | +3.112.262 $ | +23,3 % | 13.364.109 $ | +696.473 $ | +5,5 % |
| Wealth Architects, LLC | 19.369.299 $ | +2.742.472 $ | +16,5 % | 16.626.827 $ | +290.004 $ | +1,8 % | 16.336.823 $ | +403.200 $ | +2,5 % | 15.933.623 $ | +975.913 $ | +6,5 % |
| Wrenne Financial Planning LLC | 19.364.298 $ | +4.215.964 $ | +27,8 % | 15.148.334 $ | +708.819 $ | +4,9 % | 14.439.515 $ | |||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 19.353.121 $ | +8.429.376 $ | +77,2 % | 10.923.745 $ | +1.285.267 $ | +13,3 % | 9.638.478 $ | -400.515 $ | -4,0 % | 10.038.993 $ | -2.810.012 $ | -21,9 % |
| Prepared Retirement Institute LLC | 19.333.001 $ | +639.793 $ | +3,4 % | 18.693.208 $ | +1.830.099 $ | +10,9 % | 16.863.109 $ | -45.179 $ | -0,3 % | 16.908.288 $ | +1.220.796 $ | +7,8 % |
| RTD Financial Advisors, Inc. | 19.291.674 $ | +2.765.833 $ | +16,7 % | 16.525.841 $ | -1.348.119 $ | -7,5 % | 17.873.960 $ | -528.648 $ | -2,9 % | 18.402.608 $ | +876.845 $ | +5,0 % |
| BROWN BROTHERS HARRIMAN & CO | 19.291.597 $ | +1.814.366 $ | +10,4 % | 17.477.231 $ | +1.004.829 $ | +6,1 % | 16.472.402 $ | +2.403.796 $ | +17,1 % | 14.068.606 $ | -504.689 $ | -3,5 % |
| Sumitomo Mitsui Trust Group, Inc. | 19.271.648 $ | +4.253.631 $ | +28,3 % | 15.018.017 $ | +6.565.434 $ | +77,7 % | 8.452.583 $ | +2.156.088 $ | +34,2 % | 6.296.495 $ | +3.201.814 $ | +103,5 % |
| Capital Investment Advisors, LLC | 19.240.340 $ | +1.738.961 $ | +9,9 % | 17.501.379 $ | +3.967.879 $ | +29,3 % | 13.533.500 $ | +806.319 $ | +6,3 % | 12.727.181 $ | -217.329 $ | -1,7 % |
| Hurley Capital, LLC | 19.219.066 $ | +2.227.284 $ | +13,1 % | 16.991.782 $ | +1.042.535 $ | +6,5 % | 15.949.247 $ | +903.581 $ | +6,0 % | 15.045.666 $ | +1.321.914 $ | +9,6 % |
| Vision Capital Management, Inc. | 19.202.610 $ | +1.745.679 $ | +10,0 % | 17.456.931 $ | +192.378 $ | +1,1 % | 17.264.553 $ | +35.871 $ | +0,2 % | 17.228.682 $ | +632.465 $ | +3,8 % |
| VVR Holdings LLC | 19.189.060 $ | +1.275.957 $ | +7,1 % | 17.913.103 $ | +651.443 $ | +3,8 % | 17.261.660 $ | |||||
| BWM Planning, LLC | 19.175.898 $ | +1.001.923 $ | +5,5 % | 18.173.975 $ | +1.744.458 $ | +10,6 % | 16.429.517 $ | +2.092.886 $ | +14,6 % | 14.336.631 $ | +1.631.485 $ | +12,8 % |
| SIGNATUREFD, LLC | 19.134.864 $ | +2.858.395 $ | +17,6 % | 16.276.469 $ | -550.687 $ | -3,3 % | 16.827.156 $ | -2.323.653 $ | -12,1 % | 19.150.809 $ | +1.231.184 $ | +6,9 % |
| ETF Store, Inc. | 19.148.514 $ | +2.290.910 $ | +13,6 % | 16.857.604 $ | +1.318.326 $ | +8,5 % | 15.539.278 $ | +333.531 $ | +2,2 % | 15.205.747 $ | +965.140 $ | +6,8 % |
| SCOTIA CAPITAL INC. | 19.107.935 $ | +1.647.548 $ | +9,4 % | 17.460.387 $ | +1.973.596 $ | +12,7 % | 15.486.791 $ | -263.393 $ | -1,7 % | 15.750.184 $ | +772.633 $ | +5,2 % |
| Transmarket Holdings LP | 19.093.918 $ | |||||||||||
| FOUNDERS FINANCIAL SECURITIES LLC | 16.193.174 $ | +1.652.944 $ | +11,4 % | 14.540.230 $ | -2.827.799 $ | -16,3 % | 17.368.029 $ | -1.709.094 $ | -9,0 % | 19.077.123 $ | -16.152.585 $ | -45,8 % |
| Forefront Wealth Partners, LLC | 19.041.087 $ | +3.404.376 $ | +21,8 % | 15.636.711 $ | +2.958.108 $ | +23,3 % | 12.678.603 $ | +666.938 $ | +5,6 % | 12.011.665 $ | +4.484.743 $ | +59,6 % |
| Cerro Pacific Wealth Advisors LLC | 19.029.000 $ | +4.374.968 $ | +29,9 % | 14.654.032 $ | +4.115.736 $ | +39,1 % | 10.538.296 $ | +1.009.990 $ | +10,6 % | 9.528.306 $ | +1.422.742 $ | +17,6 % |
| Onyx Bridge Wealth Group LLC | 9.267.773 $ | +541.585 $ | +6,2 % | 8.726.188 $ | -413.604 $ | -4,5 % | 9.139.792 $ | -9.861.852 $ | -51,9 % | 19.001.644 $ | +3.908.831 $ | +25,9 % |
| Snowden Capital Advisors LLC | 9.212.881 $ | +3.115.462 $ | +51,1 % | 6.097.419 $ | +60.694 $ | +1,0 % | 6.036.725 $ | -12.948.183 $ | -68,2 % | 18.984.908 $ | +767.486 $ | +4,2 % |
| Cubist Systematic Strategies, LLC | 18.894.849 $ | +5.756.149 $ | +43,8 % | |||||||||
| CHAPMAN FINANCIAL GROUP, LLC | 18.871.070 $ | +1.807.853 $ | +10,6 % | 17.063.217 $ | -340.648 $ | -2,0 % | 17.403.865 $ | +597.434 $ | +3,6 % | 16.806.431 $ | +4.254.949 $ | +33,9 % |
| Act Two Investors LLC | 14.928.211 $ | +319.019 $ | +2,2 % | 14.609.192 $ | -1.598.351 $ | -9,9 % | 16.207.543 $ | -2.614.804 $ | -13,9 % | 18.822.347 $ | -94.618 $ | -0,5 % |
| Successful Portfolios LLC | 18.774.549 $ | +1.767.522 $ | +10,4 % | 17.007.027 $ | -453.476 $ | -2,6 % | 17.460.503 $ | +1.552.735 $ | +9,8 % | 15.907.768 $ | +1.127.163 $ | +7,6 % |
| CFS Investment Advisory Services, LLC | 15.357.377 $ | -1.443.209 $ | -8,6 % | 16.800.586 $ | -411.752 $ | -2,4 % | 17.212.338 $ | -1.522.113 $ | -8,1 % | 18.734.451 $ | +507.451 $ | +2,8 % |
| MORTON COMMUNITY BANK | 18.727.799 $ | +537.197 $ | +3,0 % | 18.190.602 $ | +572.916 $ | +3,3 % | 17.617.686 $ | +2.330.489 $ | +15,2 % | 15.287.197 $ | -358.880 $ | -2,3 % |
| Cranbrook Wealth Management, LLC | 18.702.917 $ | +1.980.052 $ | +11,8 % | 16.722.865 $ | +534.299 $ | +3,3 % | 16.188.566 $ | +1.007.151 $ | +6,6 % | 15.181.415 $ | +1.835.091 $ | +13,7 % |
| Blake Schutter Theil Wealth Advisors, LLC | 18.202.783 $ | +1.944.860 $ | +12,0 % | 16.257.923 $ | -2.437.569 $ | -13,0 % | 18.695.492 $ | +1.093.371 $ | +6,2 % | 17.602.121 $ | -505.886 $ | -2,8 % |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 18.684.915 $ | +627.254 $ | +3,5 % | 18.057.661 $ | +1.661.217 $ | +10,1 % | 16.396.444 $ | |||||
| Timmons Wealth Management, LLC | 18.679.395 $ | +1.077.657 $ | +6,1 % | 17.601.738 $ | +612.714 $ | +3,6 % | 16.989.024 $ | |||||
| Sentinel Advisory Group, LLC | 18.653.096 $ | +1.947.009 $ | +11,7 % | 16.706.087 $ | ||||||||
| XY Planning Network, Inc. | 18.622.688 $ | +3.006.421 $ | +19,3 % | 15.616.267 $ | +546.771 $ | +3,6 % | 15.069.496 $ | +10.747.134 $ | +248,6 % | 4.322.362 $ | +0 $ | +0,0 % |
| Seros Financial, LLC | 18.620.565 $ | +2.829.625 $ | +17,9 % | 15.790.940 $ | +979.279 $ | +6,6 % | 14.811.661 $ | +1.882.978 $ | +14,6 % | 12.928.683 $ | +10.859.690 $ | +524,9 % |
| NorthCrest Asset Manangement, LLC | 18.596.415 $ | +3.466.048 $ | +22,9 % | 15.130.367 $ | +8.469.319 $ | +127,1 % | 6.661.048 $ | +1.614.956 $ | +32,0 % | 5.046.092 $ | +560.416 $ | +12,5 % |
| Summit Financial Consulting LLC | 15.161.159 $ | -3.434.045 $ | -18,5 % | 18.595.204 $ | +10.868.274 $ | +140,7 % | 7.726.930 $ | +896.954 $ | +13,1 % | 6.829.976 $ | ||
| SIGNAL TREE FINANCIAL PARTNERS LLC | 18.552.653 $ | +1.971.250 $ | +11,9 % | 16.581.403 $ | +3.104.091 $ | +23,0 % | 13.477.312 $ | +621.945 $ | +4,8 % | 12.855.367 $ | -671.791 $ | -5,0 % |
| MOTIVE WEALTH ADVISORS | 18.470.022 $ | +2.134.879 $ | +13,1 % | 16.335.143 $ | -607.921 $ | -3,6 % | 16.943.064 $ | +65.808 $ | +0,4 % | 16.877.256 $ | +1.066.922 $ | +6,7 % |
| Claro Advisors Inc. | 18.427.628 $ | +3.649.353 $ | +24,7 % | 14.778.275 $ | +3.225.238 $ | +27,9 % | 11.553.037 $ | -527.179 $ | -4,4 % | 12.080.216 $ | +2.034.124 $ | +20,2 % |
| WEST PACES ADVISORS INC. | 17.980.174 $ | +722.353 $ | +4,2 % | 17.257.821 $ | -1.066.089 $ | -5,8 % | 18.323.910 $ | -51.044 $ | -0,3 % | 18.374.954 $ | +1.044.289 $ | +6,0 % |
| Baltimore-Washington Financial Advisors, Inc. | 18.341.600 $ | +17.074.624 $ | +1.347,7 % | 1.266.976 $ | +411.020 $ | +48,0 % | 855.956 $ | +32.196 $ | +3,9 % | 823.760 $ | -147.235 $ | -15,2 % |
| Westmount Partners, LLC | 18.333.452 $ | +2.326.306 $ | +14,5 % | 16.007.146 $ | +45.601 $ | +0,3 % | 15.961.545 $ | +338.762 $ | +2,2 % | 15.622.783 $ | +1.235.362 $ | +8,6 % |
| One Charles Private Wealth Services, LLC | 18.301.751 $ | +2.187.046 $ | +13,6 % | 16.114.705 $ | -1.209.466 $ | -7,0 % | 17.324.171 $ | +400.511 $ | +2,4 % | 16.923.660 $ | +2.131.493 $ | +14,4 % |
| Robbins Farley | 18.219.991 $ | +2.937.279 $ | +19,2 % | 15.282.712 $ | +3.548.898 $ | +30,2 % | 11.733.814 $ | +154.240 $ | +1,3 % | 11.579.574 $ | +315.313 $ | +2,8 % |
| Alhambra Investment Management LLC | 18.122.154 $ | -65.614 $ | -0,4 % | 18.187.768 $ | +1.341.085 $ | +8,0 % | 16.846.683 $ | +561.772 $ | +3,4 % | 16.284.911 $ | +803.423 $ | +5,2 % |
| Golden Bell Financial Planning LLC | 18.133.975 $ | +1.327.938 $ | +7,9 % | 16.806.037 $ | +734.883 $ | +4,6 % | 16.071.154 $ | +263.167 $ | +1,7 % | 15.807.987 $ | +929.111 $ | +6,2 % |
| GTS SECURITIES LLC | 14.245.470 $ | +3.634.990 $ | +34,3 % | 10.610.480 $ | -7.433.962 $ | -41,2 % | 18.044.442 $ | +6.195.691 $ | +52,3 % | 11.848.751 $ | -457.910 $ | -3,7 % |
| Argos Wealth Advisors, LLC | 18.031.838 $ | +2.244.230 $ | +14,2 % | 15.787.608 $ | -1.362.199 $ | -7,9 % | 17.149.807 $ | |||||
| Inspire Investing, LLC | 15.181.356 $ | -1.549.363 $ | -9,3 % | 16.730.719 $ | -1.247.859 $ | -6,9 % | 17.978.578 $ | +1.852.130 $ | +11,5 % | 16.126.448 $ | +143.164 $ | +0,9 % |
| Roberts Wealth Advisors, LLC | 17.977.210 $ | +1.915.465 $ | +11,9 % | 16.061.745 $ | +2.187.779 $ | +15,8 % | 13.873.966 $ | +964.086 $ | +7,5 % | 12.909.880 $ | +762.573 $ | +6,3 % |
| Trust Point Inc. | 17.536.764 $ | +3.236.253 $ | +22,6 % | 14.300.511 $ | -3.656.760 $ | -20,4 % | 17.957.271 $ | +5.937 $ | +0,0 % | 17.951.334 $ | +927.510 $ | +5,4 % |
| HANCOCK WHITNEY CORP | 17.914.935 $ | +26.014 $ | +0,1 % | 17.888.921 $ | +1.671.623 $ | +10,3 % | 16.217.298 $ | +2.352.586 $ | +17,0 % | 13.864.712 $ | +3.376.447 $ | +32,2 % |
| MARSHALL WACE, LLP | 4.283.475 $ | -5.493.664 $ | -56,2 % | 9.777.139 $ | -8.125.600 $ | -45,4 % | 17.902.739 $ | +17.509.412 $ | +4.451,6 % | |||
| WorthPointe, LLC | 17.730.102 $ | -153.910 $ | -0,9 % | 17.884.012 $ | +1.818.255 $ | +11,3 % | 16.065.757 $ | +14.246.058 $ | +782,9 % | 1.819.699 $ | +1.232.858 $ | +210,1 % |
| Mosley Wealth Management | 17.875.178 $ | +17.083.963 $ | +2.159,2 % | 791.215 $ | -90.544 $ | -10,3 % | 881.759 $ | |||||
| WealthCollab, LLC | 17.874.272 $ | +1.973.854 $ | +12,4 % | 15.900.418 $ | -329.277 $ | -2,0 % | 16.229.695 $ | +2.489.557 $ | +18,1 % | 13.740.138 $ | +855.609 $ | +6,6 % |
| CORNERSTONE ENTERPRISES, LLC | 17.857.133 $ | +585.276 $ | +3,4 % | 17.271.857 $ | +737.128 $ | +4,5 % | 16.534.729 $ | +15.328.319 $ | +1.270,6 % | 1.206.410 $ | -74.255 $ | -5,8 % |
| Global Wealth Strategies & Associates | 17.853.428 $ | +4.303.635 $ | +31,8 % | 13.549.793 $ | +6.765.883 $ | +99,7 % | 6.783.910 $ | -907.070 $ | -11,8 % | 7.690.980 $ | +3.974.509 $ | +106,9 % |
| LINCOLN CAPITAL CORP | 17.836.152 $ | +2.892.261 $ | +19,4 % | 14.943.891 $ | +139.078 $ | +0,9 % | 14.804.813 $ | +426.906 $ | +3,0 % | 14.377.907 $ | +805.151 $ | +5,9 % |
| CSM Advisors, LLC | 17.822.000 $ | +1.144.000 $ | +6,9 % | |||||||||
| BALANCED WEALTH GROUP LLC | 17.797.094 $ | +1.488.418 $ | +9,1 % | 16.308.676 $ | +1.333.009 $ | +8,9 % | 14.975.667 $ | +10.850.603 $ | +263,0 % | 4.125.064 $ | -24.514 $ | -0,6 % |
| Long Island Wealth Management, Inc. | 17.794.427 $ | +2.543.900 $ | +16,7 % | 15.250.527 $ | -1.636.090 $ | -9,7 % | 16.886.617 $ | +276.442 $ | +1,7 % | 16.610.175 $ | +1.162.160 $ | +7,5 % |
| MFG WEALTH MANAGEMENT, INC. | 17.792.791 $ | +721.841 $ | +4,2 % | 17.070.950 $ | +188.674 $ | +1,1 % | 16.882.276 $ | -261.633 $ | -1,5 % | 17.143.909 $ | ||
| FreeGulliver LLC | 17.788.159 $ | +12.557.471 $ | +240,1 % | 5.230.688 $ | +2.459.100 $ | +88,7 % | 2.771.588 $ | +2.534.717 $ | +1.070,1 % | 236.871 $ | +797 $ | +0,3 % |
| MJP ASSOCIATES INC /ADV | 14.974.518 $ | -2.807.938 $ | -15,8 % | 17.782.456 $ | +16.777.537 $ | +1.669,5 % | 1.004.919 $ | +12.681 $ | +1,3 % | 992.238 $ | +325.360 $ | +48,8 % |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 17.767.000 $ | +250.000 $ | +1,4 % | 17.517.000 $ | +1.678.000 $ | +10,6 % | 15.839.000 $ | -170.000 $ | -1,1 % | 16.009.000 $ | -1.568.000 $ | -8,9 % |
| Lakewood Asset Management LLC | 17.765.291 $ | +2.702.515 $ | +17,9 % | 15.062.776 $ | +915.654 $ | +6,5 % | 14.147.122 $ | +824.613 $ | +6,2 % | 13.322.509 $ | +1.039.793 $ | +8,5 % |
| Momentous Wealth Management, Inc. | 17.760.604 $ | +2.308.051 $ | +14,9 % | 15.452.553 $ | -473.791 $ | -3,0 % | 15.926.344 $ | +1.332.743 $ | +9,1 % | 14.593.601 $ | +442.469 $ | +3,1 % |
| QRG CAPITAL MANAGEMENT, INC. | 17.747.598 $ | +2.823.245 $ | +18,9 % | 14.924.353 $ | +334.653 $ | +2,3 % | 14.589.700 $ | +1.776.449 $ | +13,9 % | 12.813.251 $ | +7.264.334 $ | +130,9 % |
| Marshall Financial Group, LLC | 2.036.975 $ | -15.560.347 $ | -88,4 % | 17.597.322 $ | -120.519 $ | -0,7 % | 17.717.841 $ | +882.848 $ | +5,2 % | 16.834.993 $ | +743.029 $ | +4,6 % |
| Penserra Capital Management LLC | 17.655.000 $ | -60.000 $ | -0,3 % | 17.715.000 $ | ||||||||
| Asset Advisory Group, Inc. | 17.714.403 $ | +1.570.198 $ | +9,7 % | 16.144.205 $ | +874.564 $ | +5,7 % | 15.269.641 $ | |||||
| Sovran Advisors, LLC | 17.706.849 $ | +2.050.723 $ | +13,1 % | 15.656.126 $ | +2.685.308 $ | +20,7 % | 12.970.818 $ | +4.868.733 $ | +60,1 % | 8.102.085 $ | +1.362.318 $ | +20,2 % |
| Ascent Group, LLC | 17.676.811 $ | +645.748 $ | +3,8 % | 17.031.063 $ | +865.175 $ | +5,4 % | 16.165.888 $ | +6.834.635 $ | +73,2 % | 9.331.253 $ | -11.329.611 $ | -54,8 % |
| Portus Wealth Advisors, LLC | 17.669.835 $ | +1.893.614 $ | +12,0 % | 15.776.221 $ | -1.613.029 $ | -9,3 % | 17.389.250 $ | +526.206 $ | +3,1 % | 16.863.044 $ | ||
| GW HENSSLER & ASSOCIATES LTD | 17.646.957 $ | +1.565.106 $ | +9,7 % | 16.081.851 $ | +1.216.829 $ | +8,2 % | 14.865.022 $ | +3.984.530 $ | +36,6 % | 10.880.492 $ | +288.392 $ | +2,7 % |
| Nikulski Financial, Inc. | 17.634.663 $ | +3.031.253 $ | +20,8 % | 14.603.410 $ | +586.990 $ | +4,2 % | 14.016.420 $ | +440.978 $ | +3,2 % | 13.575.442 $ | +1.691.356 $ | +14,2 % |
| Abacus Planning Group, Inc. | 17.622.756 $ | +822.234 $ | +4,9 % | 16.800.522 $ | -348.023 $ | -2,0 % | 17.148.545 $ | -41.402 $ | -0,2 % | 17.189.947 $ | +1.019.121 $ | +6,3 % |
| Five Oceans Advisors | 17.576.315 $ | +2.104.654 $ | +13,6 % | 15.471.661 $ | -315.110 $ | -2,0 % | 15.786.771 $ | +341.440 $ | +2,2 % | 15.445.331 $ | +1.015.141 $ | +7,0 % |
| ABBINGTON INVESTMENT GROUP | 17.558.297 $ | +2.230.000 $ | +14,5 % | 15.328.297 $ | +312.625 $ | +2,1 % | 15.015.672 $ | +1.392.780 $ | +10,2 % | 13.622.892 $ | ||
| FC Advisory LLC | 17.527.336 $ | +1.040.880 $ | +6,3 % | 16.486.456 $ | +103.825 $ | +0,6 % | 16.382.631 $ | -14.031 $ | -0,1 % | 16.396.662 $ | +705.437 $ | +4,5 % |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 17.516.954 $ | +1.865.524 $ | +11,9 % | 15.651.430 $ | -1.332.830 $ | -7,8 % | 16.984.260 $ | +536.940 $ | +3,3 % | 16.447.320 $ | +833.670 $ | +5,3 % |
| JHP Wealth Management, LLC | 17.499.155 $ | +1.632.413 $ | +10,3 % | 15.866.742 $ | +2.086.025 $ | +15,1 % | 13.780.717 $ | |||||
| KING LUTHER CAPITAL MANAGEMENT CORP | 17.485.646 $ | +4.812.949 $ | +38,0 % | 12.672.697 $ | +6.312.359 $ | +99,2 % | 6.360.338 $ | -2.574 $ | -0,0 % | 6.362.912 $ | +342.412 $ | +5,7 % |
| FLAGSHIP WEALTH ADVISORS, LLC | 17.451.044 $ | +5.019.620 $ | +40,4 % | 12.431.424 $ | -1.729.126 $ | -12,2 % | 14.160.550 $ | +898.426 $ | +6,8 % | 13.262.124 $ | -838.426 $ | -5,9 % |
| Morling Financial Advisors, LLC | 17.449.523 $ | +1.979.772 $ | +12,8 % | 15.469.751 $ | -824.046 $ | -5,1 % | 16.293.797 $ | +691.603 $ | +4,4 % | 15.602.194 $ | +1.076.438 $ | +7,4 % |
| One Degree Advisors Inc | 9.323.000 $ | -8.101.000 $ | -46,5 % | 17.424.000 $ | +1.119.000 $ | +6,9 % | 16.305.000 $ | +8.158.000 $ | +100,1 % | 8.147.000 $ | -6.562.000 $ | -44,6 % |
| Continuum Advisory, LLC | 17.382.925 $ | +3.042.504 $ | +21,2 % | 14.340.421 $ | +395.069 $ | +2,8 % | 13.945.352 $ | +36.466 $ | +0,3 % | 13.908.886 $ | +780.049 $ | +5,9 % |
| Atlantic Union Bankshares Corp | 17.283.362 $ | +2.336.553 $ | +15,6 % | 14.946.809 $ | +1.822.620 $ | +13,9 % | 13.124.189 $ | -3.943.989 $ | -23,1 % | 17.068.178 $ | +1.311.999 $ | +8,3 % |
| BOK Financial Private Wealth, Inc. | 17.276.461 $ | +1.703.733 $ | +10,9 % | 15.572.728 $ | -253.736 $ | -1,6 % | 15.826.464 $ | +340.915 $ | +2,2 % | 15.485.549 $ | +661.747 $ | +4,5 % |
| Trek Financial, LLC | 17.264.301 $ | +1.226.570 $ | +7,6 % | 16.037.731 $ | +2.213.163 $ | +16,0 % | 13.824.568 $ | +1.594.779 $ | +13,0 % | 12.229.789 $ | -1.398.347 $ | -10,3 % |
| VERUS CAPITAL PARTNERS, LLC | 17.256.267 $ | +2.626.444 $ | +18,0 % | 14.629.823 $ | +1.369.960 $ | +10,3 % | 13.259.863 $ | +840.702 $ | +6,8 % | 12.419.161 $ | +1.391.332 $ | +12,6 % |
| Stewardship Advisors, LLC | 17.204.861 $ | +1.332.528 $ | +8,4 % | 15.872.333 $ | -486.219 $ | -3,0 % | 16.358.552 $ | +701.012 $ | +4,5 % | 15.657.540 $ | +547.170 $ | +3,6 % |
| Neuberger Berman Group LLC | 17.139.034 $ | +1.614.168 $ | +10,4 % | 15.524.866 $ | +779.075 $ | +5,3 % | 14.745.791 $ | +372.215 $ | +2,6 % | 14.373.576 $ | +1.553.630 $ | +12,1 % |
| Stonebridge Financial Group, LLC | 17.124.881 $ | +1.050.376 $ | +6,5 % | 16.074.505 $ | +5.724.707 $ | +55,3 % | 10.349.798 $ | +903.603 $ | +9,6 % | 9.446.195 $ | +8.065.796 $ | +584,3 % |
| Holistic Financial Partners | 11.748.317 $ | -5.273.244 $ | -31,0 % | 17.021.561 $ | +813.215 $ | +5,0 % | 16.208.346 $ | +985.190 $ | +6,5 % | 15.223.156 $ | +812.271 $ | +5,6 % |
| Grey Fox Wealth Advisors, LLC | 17.018.764 $ | +1.142.148 $ | +7,2 % | 15.876.616 $ | +1.112.505 $ | +7,5 % | 14.764.111 $ | -270.684 $ | -1,8 % | 15.034.795 $ | +1.047.272 $ | +7,5 % |
| L. Roy Papp & Associates, LLP | 17.017.043 $ | +546.447 $ | +3,3 % | 16.470.596 $ | +6.771.776 $ | +69,8 % | 9.698.820 $ | +3.990.205 $ | +69,9 % | 5.708.615 $ | +133.448 $ | +2,4 % |
| West Family Investments, Inc. | 16.998.042 $ | +1.945.258 $ | +12,9 % | 15.052.784 $ | +1.365.580 $ | +10,0 % | 13.687.204 $ | +335.785 $ | +2,5 % | |||
| Capital Asset Advisory Services LLC | 16.883.289 $ | +661.786 $ | +4,1 % | 16.221.503 $ | +2.010.839 $ | +14,2 % | 14.210.664 $ | -100.644 $ | -0,7 % | 14.311.308 $ | +313.551 $ | +2,2 % |
| Mesirow Financial Investment Management, Inc. | 16.874.294 $ | +593.903 $ | +3,6 % | 16.280.391 $ | +6.736.705 $ | +70,6 % | 9.543.686 $ | -4.488.266 $ | -32,0 % | 14.031.952 $ | +971.515 $ | +7,4 % |
| Tudor Financial Inc. | 16.747.166 $ | +1.894.065 $ | +12,8 % | 14.853.101 $ | +834.072 $ | +5,9 % | 14.019.029 $ | +519.470 $ | +3,8 % | 13.499.559 $ | +843.697 $ | +6,7 % |
| UPTICK PARTNERS, LLC | 13.036.437 $ | -1.670.012 $ | -11,4 % | 14.706.449 $ | -2.014.138 $ | -12,0 % | 16.720.587 $ | +12.452.342 $ | +291,7 % | 4.268.245 $ | +3.089.672 $ | +262,2 % |
| FDx Advisors, Inc. | 16.288.000 $ | -414.000 $ | -2,5 % | 16.702.000 $ | +667.000 $ | +4,2 % | 16.035.000 $ | +42.000 $ | +0,3 % | 15.993.000 $ | +425.000 $ | +2,7 % |
| SOA Wealth Advisors, LLC. | 16.682.784 $ | +1.542.537 $ | +10,2 % | 15.140.247 $ | +1.399.769 $ | +10,2 % | 13.740.478 $ | +630.459 $ | +4,8 % | 13.110.019 $ | +616.473 $ | +4,9 % |
| R. W. Roge & Company, Inc. | 16.679.000 $ | +2.020.000 $ | +13,8 % | 14.659.000 $ | -1.706.000 $ | -10,4 % | 16.365.000 $ | +312.000 $ | +1,9 % | 16.053.000 $ | +988.000 $ | +6,6 % |
| Steelhead Wealth Management LLC | 2.937.000 $ | -13.689.000 $ | -82,3 % | 16.626.000 $ | ||||||||
| Capital Investment Advisory Services, LLC | 16.565.695 $ | +2.369.920 $ | +16,7 % | 14.195.775 $ | +1.086.459 $ | +8,3 % | 13.109.316 $ | +1.147.593 $ | +9,6 % | 11.961.723 $ | +996.828 $ | +9,1 % |
| TRUE Private Wealth Advisors | 16.554.594 $ | +888.243 $ | +5,7 % | 15.666.351 $ | +2.812.198 $ | +21,9 % | 12.854.153 $ | -142.283 $ | -1,1 % | 12.996.436 $ | +1.189.618 $ | +10,1 % |
| Sharkey, Howes & Javer | 16.522.437 $ | +2.038.378 $ | +14,1 % | 14.484.059 $ | -514.963 $ | -3,4 % | 14.999.022 $ | +20.631 $ | +0,1 % | 14.978.391 $ | +1.082.409 $ | +7,8 % |
| Spire Wealth Management | 16.455.735 $ | +1.401.332 $ | +9,3 % | 15.054.403 $ | +913.274 $ | +6,5 % | 14.141.129 $ | +1.068.771 $ | +8,2 % | 13.072.358 $ | +1.025.291 $ | +8,5 % |
| Pinnacle Family Advisors, LLC | 16.426.730 $ | +1.209.905 $ | +8,0 % | 15.216.825 $ | +15.760 $ | +0,1 % | 15.201.065 $ | +1.870.541 $ | +14,0 % | |||
| OPPENHEIMER ASSET MANAGEMENT INC. | 16.422.342 $ | +5.344.269 $ | +48,2 % | 11.078.073 $ | +3.250.996 $ | +41,5 % | 7.827.077 $ | +377.267 $ | +5,1 % | 7.449.810 $ | +885.259 $ | +13,5 % |
| Financial Guidance Group, Inc. | 16.421.426 $ | +574.504 $ | +3,6 % | 15.846.922 $ | +1.516.509 $ | +10,6 % | 14.330.413 $ | +311.262 $ | +2,2 % | 14.019.151 $ | -71.996 $ | -0,5 % |
| Strategic Wealth Partners, Ltd. | 8.985.934 $ | -43.634 $ | -0,5 % | 9.029.568 $ | -438.533 $ | -4,6 % | 9.468.101 $ | -6.917.476 $ | -42,2 % | 16.385.577 $ | +9.275.224 $ | +130,4 % |
| Cadia Private Client LLC | 15.835.303 $ | -457.937 $ | -2,8 % | 16.293.240 $ | -13.062 $ | -0,1 % | 16.306.302 $ | |||||
| VanderPol Investments L.L.C. | 16.303.147 $ | +578.070 $ | +3,7 % | 15.725.077 $ | +435.166 $ | +2,8 % | ||||||
| Three Magnolias Financial Advisors, LLC | 16.299.248 $ | +2.172.424 $ | +15,4 % | 14.126.824 $ | -1.648.675 $ | -10,5 % | 15.775.499 $ | +14.110 $ | +0,1 % | 15.761.389 $ | +1.064.541 $ | +7,2 % |
| Integrity Advisory Solutions, LLC | 16.252.913 $ | +4.369.702 $ | +36,8 % | 11.883.211 $ | +1.868.551 $ | +18,7 % | 10.014.660 $ | +1.581.825 $ | +18,8 % | 8.432.835 $ | ||
| TD Waterhouse Canada Inc. | 16.233.764 $ | +11.073.947 $ | +214,6 % | 5.159.817 $ | +2.479.006 $ | +92,5 % | 2.680.811 $ | +430.067 $ | +19,1 % | 2.250.744 $ | +1.956.456 $ | +664,8 % |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 16.200.222 $ | -10.932 $ | -0,1 % | 16.211.154 $ | +3.565.894 $ | +28,2 % | 12.645.260 $ | -1.018.704 $ | -7,5 % | 13.663.964 $ | +916.903 $ | +7,2 % |
| TRB Wealth Management, LLC | 16.165.618 $ | +872.635 $ | +5,7 % | 15.292.983 $ | ||||||||
| Sterling Financial Planning, Inc. | 16.156.220 $ | +1.138.382 $ | +7,6 % | 15.017.838 $ | -62.245 $ | -0,4 % | 15.080.083 $ | +587.062 $ | +4,1 % | 14.493.021 $ | +492.412 $ | +3,5 % |
| DRW Securities, LLC | 2.109.751 $ | -11.935.474 $ | -85,0 % | 14.045.225 $ | -2.106.928 $ | -13,0 % | 16.152.153 $ | -21.692.666 $ | -57,3 % | |||
| FinDec Wealth Services, Inc. | 14.620.244 $ | +827.321 $ | +6,0 % | 13.792.923 $ | -1.820.360 $ | -11,7 % | 15.613.283 $ | -519.628 $ | -3,2 % | 16.132.911 $ | -199.845 $ | -1,2 % |
| Ironwood Wealth Management, LLC. | 16.094.193 $ | +2.581.264 $ | +19,1 % | 13.512.929 $ | -406.107 $ | -2,9 % | 13.919.036 $ | +116.565 $ | +0,8 % | 13.802.471 $ | -148.969 $ | -1,1 % |
| Arete Wealth Advisors, LLC | 3.942.851 $ | +1.108.425 $ | +39,1 % | 2.834.426 $ | -2.914.765 $ | -50,7 % | 5.749.191 $ | -10.289.809 $ | -64,2 % | 16.039.000 $ | +852.000 $ | +5,6 % |
| WHITENER CAPITAL MANAGEMENT, INC. | 16.023.815 $ | +2.111.514 $ | +15,2 % | 13.912.301 $ | -21.305 $ | -0,2 % | 13.933.606 $ | +508.960 $ | +3,8 % | 13.424.646 $ | +911.501 $ | +7,3 % |
| Crescent Sterling, Ltd. | 16.023.412 $ | +2.371.410 $ | +17,4 % | 13.652.002 $ | +999.997 $ | +7,9 % | 12.652.005 $ | +368.283 $ | +3,0 % | 12.283.722 $ | +870.645 $ | +7,6 % |
| First National Bank of Mount Dora, Trust Investment Services | 16.018.718 $ | +1.830.203 $ | +12,9 % | 14.188.515 $ | -1.364.736 $ | -8,8 % | 15.553.251 $ | +351.948 $ | +2,3 % | 15.201.303 $ | +601.979 $ | +4,1 % |
| Sand Hill Global Advisors, LLC | 15.891.538 $ | +1.174.908 $ | +8,0 % | 14.716.630 $ | -750.239 $ | -4,9 % | 15.466.869 $ | +752.937 $ | +5,1 % | 14.713.932 $ | -72.007 $ | -0,5 % |
| Diversified Trust Co | 15.888.606 $ | +2.321.905 $ | +17,1 % | 13.566.701 $ | +366.156 $ | +2,8 % | 13.200.545 $ | -2.187.451 $ | -14,2 % | 15.387.996 $ | +2.358.723 $ | +18,1 % |
| PROFFITT & GOODSON INC | 11.814.885 $ | +1.467.151 $ | +14,2 % | 10.347.734 $ | -5.530.032 $ | -34,8 % | 15.877.766 $ | +352.254 $ | +2,3 % | 15.525.512 $ | +560.141 $ | +3,7 % |
| LATHROP INVESTMENT MANAGEMENT CO | 15.847.000 $ | +1.231.000 $ | +8,4 % | 14.616.000 $ | +2.853.000 $ | +24,3 % | 11.763.000 $ | +3.164.000 $ | +36,8 % | 8.599.000 $ | +852.000 $ | +11,0 % |
| Bawa N Mallick Trust | 15.829.306 $ | +2.498.926 $ | +18,7 % | 13.330.380 $ | -848.599 $ | -6,0 % | 14.178.979 $ | +293.781 $ | +2,1 % | 13.885.198 $ | +1.048.225 $ | +8,2 % |
| Yukon Wealth Management, Inc. | 15.814.076 $ | +5.594.338 $ | +54,7 % | 10.219.738 $ | -536.357 $ | -5,0 % | 10.756.095 $ | -3.831.790 $ | -26,3 % | 14.587.885 $ | +1.518.885 $ | +11,6 % |
| Family Investment Center, Inc. | 15.792.125 $ | +1.171.374 $ | +8,0 % | 14.620.751 $ | +792.906 $ | +5,7 % | 13.827.845 $ | -520.981 $ | -3,6 % | 14.348.826 $ | +194.914 $ | +1,4 % |
| BARD ASSOCIATES INC | 15.772.512 $ | +3.422.759 $ | +27,7 % | 12.349.753 $ | +5.581.062 $ | +82,5 % | 6.768.691 $ | +25.320 $ | +0,4 % | 6.743.371 $ | ||
| Cedar Point Capital Partners, LLC | 15.770.491 $ | +2.359.214 $ | +17,6 % | 13.411.277 $ | +598.102 $ | +4,7 % | 12.813.175 $ | +231.931 $ | +1,8 % | 12.581.244 $ | +1.074.543 $ | +9,3 % |
| BIRCHBROOK, INC. | 11.941.533 $ | +1.191.561 $ | +11,1 % | 10.749.972 $ | -5.013.346 $ | -31,8 % | 15.763.318 $ | -3.190 $ | -0,0 % | 15.766.508 $ | +1.072.964 $ | +7,3 % |
| Daybright Advisory Services, Inc. | 15.761.767 $ | +545.599 $ | +3,6 % | 15.216.168 $ | -484.035 $ | -3,1 % | 15.700.203 $ | |||||
| Family Capital Management, Inc. | 15.648.172 $ | +1.219.634 $ | +8,5 % | 14.428.538 $ | -353.303 $ | -2,4 % | 14.781.841 $ | +271.173 $ | +1,9 % | 14.510.668 $ | -399.590 $ | -2,7 % |
| SGL Investment Advisors, Inc. | 15.581.496 $ | +472.916 $ | +3,1 % | 15.108.580 $ | +9.633.410 $ | +175,9 % | 5.475.170 $ | +983.609 $ | +21,9 % | 4.491.561 $ | +1.162.844 $ | +34,9 % |
| Roger Wittlin Investment Advisory, LLC | 5.184.792 $ | -3.707.142 $ | -41,7 % | 8.891.934 $ | -5.223.967 $ | -37,0 % | 14.115.901 $ | -1.459.974 $ | -9,4 % | 15.575.875 $ | +26.644 $ | +0,2 % |
| Accel Wealth Management | 15.560.773 $ | +2.554.472 $ | +19,6 % | 13.006.301 $ | -1.286.689 $ | -9,0 % | 14.292.990 $ | +947.486 $ | +7,1 % | 13.345.504 $ | +2.546.228 $ | +23,6 % |
| IF Advisors, LLC | 15.541.680 $ | +2.453.099 $ | +18,7 % | 13.088.581 $ | +4.432.496 $ | +51,2 % | 8.656.085 $ | |||||
| G2 CAPITAL MANAGEMENT, LLC / OH | 15.508.718 $ | +1.944.483 $ | +14,3 % | 13.564.235 $ | -605.025 $ | -4,3 % | 14.169.260 $ | +264.785 $ | +1,9 % | 13.904.475 $ | +971.805 $ | +7,5 % |
| Gilbert Capital Group, Inc. | 1.637.002 $ | -13.867.408 $ | -89,4 % | 15.504.410 $ | +12.834.384 $ | +480,7 % | 2.670.026 $ | -705.397 $ | -20,9 % | 3.375.423 $ | -318.001 $ | -8,6 % |
| Veridan Wealth LLC | 14.529.208 $ | -971.136 $ | -6,3 % | 15.500.344 $ | +171.789 $ | +1,1 % | 15.328.555 $ | +382.429 $ | +2,6 % | 14.946.126 $ | ||
| MONECO ADVISORS, LLC | 15.479.432 $ | +3.187.142 $ | +25,9 % | 12.292.290 $ | -702.769 $ | -5,4 % | 12.995.059 $ | -1.046.098 $ | -7,5 % | 14.041.157 $ | -83.209 $ | -0,6 % |
| truNorth Financial Services, Inc. | 15.474.942 $ | +739.708 $ | +5,0 % | 14.735.234 $ | +1.789.933 $ | +13,8 % | 12.945.301 $ | |||||
| Aspen Investment Management Inc | 15.458.000 $ | +3.002.000 $ | +24,1 % | 12.456.000 $ | +1.575.000 $ | +14,5 % | 10.881.000 $ | +371.000 $ | +3,5 % | 10.510.000 $ | +1.515.000 $ | +16,8 % |
| SEEDS INVESTOR LLC | 12.336.711 $ | -3.094.490 $ | -20,1 % | 15.431.201 $ | +11.261.130 $ | +270,0 % | 4.170.071 $ | +395.801 $ | +10,5 % | 3.774.270 $ | +314.785 $ | +9,1 % |
| Indivisible Partners | 15.429.916 $ | +3.644.867 $ | +30,9 % | 11.785.049 $ | +70.547 $ | +0,6 % | 11.714.502 $ | |||||
| American Investment Services, Inc. | 15.399.088 $ | +1.288.371 $ | +9,1 % | 14.110.717 $ | -84.171 $ | -0,6 % | 14.194.888 $ | +3.561.586 $ | +33,5 % | 10.633.302 $ | +742.195 $ | +7,5 % |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 15.385.014 $ | +1.647.659 $ | +12,0 % | 13.737.355 $ | -45.636 $ | -0,3 % | 13.782.991 $ | -541.609 $ | -3,8 % | 14.324.600 $ | +1.033.148 $ | +7,8 % |
| Gambit Capital Management, LLC | 15.365.563 $ | +2.274.970 $ | +17,4 % | 13.090.593 $ | +1.249.805 $ | +10,6 % | 11.840.788 $ | |||||
| GTS FINANCIAL, LLC | 15.363.375 $ | +15.120.021 $ | +6.213,2 % | 243.354 $ | ||||||||
| Kathleen S. Wright Associates Inc. | 15.360.220 $ | +1.257.448 $ | +8,9 % | |||||||||
| SIMA Wealth Partners, LLC | 14.937.298 $ | +10.733 $ | +0,1 % | 14.926.565 $ | -55.183 $ | -0,4 % | 14.981.748 $ | -285.875 $ | -1,9 % | 15.267.623 $ | -67.704 $ | -0,4 % |
| Rinkey Investments | 15.258.196 $ | +2.274.898 $ | +17,5 % | 12.983.298 $ | -46.888 $ | -0,4 % | 13.030.186 $ | +200.616 $ | +1,6 % | 12.829.570 $ | +1.543.412 $ | +13,7 % |
| Seed Wealth Management, Inc. | 14.282.924 $ | -613.946 $ | -4,1 % | 14.896.870 $ | -35.662 $ | -0,2 % | 14.932.532 $ | -302.349 $ | -2,0 % | 15.234.881 $ | +172.054 $ | +1,1 % |
| Cedar Mountain Advisors, LLC | 14.867.114 $ | -30.401 $ | -0,2 % | 14.897.515 $ | +202.790 $ | +1,4 % | 14.694.725 $ | -487.237 $ | -3,2 % | 15.181.962 $ | +676.293 $ | +4,7 % |
| ALM First Financial Advisors, LLC | 12.918.750 $ | -2.239.690 $ | -14,8 % | 15.158.440 $ | +2.574.789 $ | +20,5 % | 12.583.651 $ | -218.515 $ | -1,7 % | 12.802.166 $ | +128.259 $ | +1,0 % |
| Next Capital Management LLC | 15.086.001 $ | +2.850.796 $ | +23,3 % | 12.235.205 $ | +229.747 $ | +1,9 % | 12.005.458 $ | +987.217 $ | +9,0 % | 11.018.241 $ | +992.038 $ | +9,9 % |
| SARD WEALTH MANAGEMENT GROUP, LLC | 15.085.213 $ | +1.051.693 $ | +7,5 % | 14.033.520 $ | +1.507.108 $ | +12,0 % | 12.526.412 $ | +333.666 $ | +2,7 % | 12.192.746 $ | +790.583 $ | +6,9 % |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 15.082.751 $ | +2.434.271 $ | +19,2 % | 12.648.480 $ | +5.080.031 $ | +67,1 % | 7.568.449 $ | +318.079 $ | +4,4 % | 7.250.370 $ | +1.172.570 $ | +19,3 % |
| Elite Life Management LLC | 15.080.295 $ | +662.415 $ | +4,6 % | 14.417.880 $ | +1.420.308 $ | +10,9 % | 12.997.572 $ | -100.911 $ | -0,8 % | 13.098.483 $ | +3.374.737 $ | +34,7 % |
| Arrowroot Family Office, LLC | 15.062.417 $ | +1.040.486 $ | +7,4 % | 14.021.931 $ | +1.522.516 $ | +12,2 % | 12.499.415 $ | +548.302 $ | +4,6 % | 11.951.113 $ | +330.364 $ | +2,8 % |
| Canvas Wealth Advisors, LLC | 15.041.550 $ | +1.085.356 $ | +7,8 % | 13.956.194 $ | +1.747.890 $ | +14,3 % | 12.208.304 $ | -131.820 $ | -1,1 % | 12.340.124 $ | +458.967 $ | +3,9 % |
| Bensler, LLC | 14.494.761 $ | +1.220.730 $ | +9,2 % | 13.274.031 $ | -1.224.743 $ | -8,4 % | 14.498.774 $ | -536.830 $ | -3,6 % | 15.035.604 $ | -232.608 $ | -1,5 % |
| WealthPLAN Partners, LLC | 15.035.252 $ | +1.940.313 $ | +14,8 % | 13.094.939 $ | -120.519 $ | -0,9 % | 13.215.458 $ | +68.699 $ | +0,5 % | 13.146.759 $ | +537.387 $ | +4,3 % |
| Elser Financial Planning, Inc | 15.016.786 $ | +1.968.632 $ | +15,1 % | 13.048.154 $ | -597.598 $ | -4,4 % | 13.645.752 $ | +27.528 $ | +0,2 % | 13.618.224 $ | +217.008 $ | +1,6 % |
| Westbourne Investment Advisors, Inc. | 14.958.642 $ | +2.336.948 $ | +18,5 % | 12.621.694 $ | -146.540 $ | -1,1 % | 12.768.234 $ | +578.862 $ | +4,7 % | 12.189.372 $ | +2.287.257 $ | +23,1 % |
| Tandem Financial, LLC | 14.931.932 $ | +1.528.463 $ | +11,4 % | 13.403.469 $ | +1.986.653 $ | +17,4 % | 11.416.816 $ | +2.972.891 $ | +35,2 % | |||
| Pitcairn Wealth Advisors LLC | 14.925.749 $ | +7.971.034 $ | +114,6 % | 6.954.715 $ | -3.633.119 $ | -34,3 % | 10.587.834 $ | |||||
| Burns Matteson Capital Management, LLC | 14.921.328 $ | +1.150.510 $ | +8,4 % | 13.770.818 $ | +1.021.468 $ | +8,0 % | 12.749.350 $ | +156.920 $ | +1,2 % | 12.592.430 $ | +791.693 $ | +6,7 % |
| Essential Partners LLC | 14.916.143 $ | +2.757.515 $ | +22,7 % | 12.158.628 $ | +1.585.292 $ | +15,0 % | 10.573.336 $ | +311.379 $ | +3,0 % | 10.261.957 $ | -254.262 $ | -2,4 % |
| DMKC Advisory Services, LLC | 14.864.435 $ | +6.564.144 $ | +79,1 % | 8.300.291 $ | +2.303.040 $ | +38,4 % | 5.997.251 $ | |||||
| Manske Wealth Management | 14.858.948 $ | +1.670.854 $ | +12,7 % | 13.188.094 $ | +535.526 $ | +4,2 % | 12.652.568 $ | +350.445 $ | +2,8 % | 12.302.123 $ | +367.239 $ | +3,1 % |
| FIDUCIENT ADVISORS LLC | 7.640.562 $ | +491.821 $ | +6,9 % | 7.148.741 $ | -7.708.014 $ | -51,9 % | 14.856.755 $ | +8.244.709 $ | +124,7 % | 6.612.046 $ | -1.600.098 $ | -19,5 % |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 14.850.891 $ | +670.710 $ | +4,7 % | 14.180.181 $ | +1.728.334 $ | +13,9 % | 12.451.847 $ | +177.053 $ | +1,4 % | 12.274.794 $ | +1.179.520 $ | +10,6 % |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 14.788.708 $ | +1.070.739 $ | +7,8 % | 13.717.969 $ | +654.466 $ | +5,0 % | 13.063.503 $ | |||||
| Elmwood Wealth Management, Inc. | 14.758.774 $ | +1.873.450 $ | +14,5 % | 12.885.324 $ | +703.692 $ | +5,8 % | 12.181.632 $ | +1.110.056 $ | +10,0 % | 11.071.576 $ | +927.350 $ | +9,1 % |
| TriCert Investment Counsel Inc. | 14.705.744 $ | |||||||||||
| VANGUARD GROUP INC | 14.689.837 $ | +2.673.668 $ | +22,3 % | 12.016.169 $ | +797.923 $ | +7,1 % | ||||||
| PERSPECTIVE WEALTH ADVISORS LLC | 14.689.193 $ | +2.967.468 $ | +25,3 % | 11.721.725 $ | +1.629.865 $ | +16,2 % | 10.091.860 $ | |||||
| CONDOR CAPITAL MANAGEMENT | 14.648.336 $ | +1.666.924 $ | +12,8 % | 12.981.412 $ | -1.283.544 $ | -9,0 % | 14.264.956 $ | +386.425 $ | +2,8 % | 13.878.531 $ | +566.738 $ | +4,3 % |
| AMG National Trust Bank | 14.643.844 $ | +1.148.458 $ | +8,5 % | 13.495.386 $ | +1.114.091 $ | +9,0 % | 12.381.295 $ | +359.612 $ | +3,0 % | 12.021.683 $ | +2.972.472 $ | +32,8 % |
| ZACKS INVESTMENT MANAGEMENT | 14.466.582 $ | +3.303.293 $ | +29,6 % | 11.163.289 $ | -1.095.638 $ | -8,9 % | 12.258.927 $ | -2.381.682 $ | -16,3 % | 14.640.609 $ | -632.140 $ | -4,1 % |
| MRWM Advisors, LLC | 13.274.433 $ | +1.310.241 $ | +11,0 % | 11.964.192 $ | +59.666 $ | +0,5 % | 11.904.526 $ | -2.729.015 $ | -18,6 % | 14.633.541 $ | +3.173.665 $ | +27,7 % |
| Consilium Wealth Advisory, LLC | 14.580.250 $ | +2.526.837 $ | +21,0 % | 12.053.413 $ | -968.083 $ | -7,4 % | 13.021.496 $ | +194.598 $ | +1,5 % | 12.826.898 $ | +844.632 $ | +7,0 % |
| Balance Wealth Partners LLC | 11.803.892 $ | +1.599.335 $ | +15,7 % | 10.204.557 $ | -4.365.824 $ | -30,0 % | 14.570.381 $ | +424.066 $ | +3,0 % | 14.146.315 $ | +525.637 $ | +3,9 % |
| New England Private Wealth Advisors LLC | 14.568.825 $ | +2.369.446 $ | +19,4 % | 12.199.379 $ | +680.114 $ | +5,9 % | 11.519.265 $ | -848.930 $ | -6,9 % | 12.368.195 $ | +446.094 $ | +3,7 % |
| CASTLE WEALTH MANAGEMENT LLC | 14.550.018 $ | +1.286.512 $ | +9,7 % | 13.263.506 $ | -180.683 $ | -1,3 % | 13.444.189 $ | -834.235 $ | -5,8 % | 14.278.424 $ | +741.591 $ | +5,5 % |
| FSA WEALTH PARTNERS, INC. | 14.485.590 $ | +2.142.484 $ | +17,4 % | 12.343.106 $ | +8.064.340 $ | +188,5 % | 4.278.766 $ | +2.922 $ | +0,1 % | 4.275.844 $ | +258.622 $ | +6,4 % |
| Clark Asset Management, LLC | 14.457.800 $ | +3.826.490 $ | +36,0 % | 10.631.310 $ | +520.957 $ | +5,2 % | 10.110.353 $ | +4.555.728 $ | +82,0 % | 5.554.625 $ | -407.857 $ | -6,8 % |
| MITCHELL SINKLER & STARR/PA | 14.452.082 $ | +1.500.262 $ | +11,6 % | 12.951.820 $ | -23.648 $ | -0,2 % | 12.975.468 $ | +224.607 $ | +1,8 % | 12.750.861 $ | +789.190 $ | +6,6 % |
| AlTi Global, Inc. | 14.436.489 $ | +3.192.846 $ | +28,4 % | 11.243.643 $ | +360.230 $ | +3,3 % | 10.883.413 $ | -95.507 $ | -0,9 % | 10.978.920 $ | +627.322 $ | +6,1 % |
| Nicollet Investment Management, Inc. | 14.417.000 $ | +2.066.000 $ | +16,7 % | 12.351.000 $ | -436.000 $ | -3,4 % | 12.787.000 $ | +208.000 $ | +1,7 % | 12.579.000 $ | +428.000 $ | +3,5 % |
| OpenArc Corporate Advisory, LLC | 14.347.094 $ | +8.985.079 $ | +167,6 % | 5.362.015 $ | +897.725 $ | +20,1 % | 4.464.290 $ | |||||
| Fi3 FINANCIAL ADVISORS, LLC | 2.198.070 $ | -12.143.142 $ | -84,7 % | 14.341.212 $ | +2.695.920 $ | +23,2 % | 11.645.292 $ | -139.228 $ | -1,2 % | 11.784.520 $ | +1.227.362 $ | +11,6 % |
| J. Derek Lewis & Associates Inc. | 14.336.355 $ | +2.032.466 $ | +16,5 % | 12.303.889 $ | +197.628 $ | +1,6 % | 12.106.261 $ | |||||
| ASSOCIATED BANC-CORP | 14.329.218 $ | +5.599.370 $ | +64,1 % | 8.729.848 $ | +487.654 $ | +5,9 % | 8.242.194 $ | +431.599 $ | +5,5 % | 7.810.595 $ | -368.265 $ | -4,5 % |
| Moran Wealth Management, LLC | 14.325.041 $ | +2.967.822 $ | +26,1 % | 11.357.219 $ | +4.051.025 $ | +55,4 % | 7.306.194 $ | +1.158.103 $ | +18,8 % | 6.148.091 $ | +1.327.997 $ | +27,6 % |
| Aspen Grove Capital, LLC | 14.306.796 $ | +1.764.293 $ | +14,1 % | 12.542.503 $ | +26.054 $ | +0,2 % | 12.516.449 $ | -104.084 $ | -0,8 % | 12.620.533 $ | +841.708 $ | +7,1 % |
| Friedenthal Financial | 14.295.348 $ | +1.711.820 $ | +13,6 % | 12.583.528 $ | +416.075 $ | +3,4 % | 12.167.453 $ | -1.057.209 $ | -8,0 % | 13.224.662 $ | +786.175 $ | +6,3 % |
| rebel Financial LLC | 14.068.577 $ | -196.120 $ | -1,4 % | 14.264.697 $ | +730.461 $ | +5,4 % | 13.534.236 $ | +322.992 $ | +2,4 % | |||
| SYKON CAPITAL LLC | 216.737 $ | -2.862.293 $ | -93,0 % | 3.079.030 $ | -11.183.574 $ | -78,4 % | 14.262.604 $ | |||||
| Armbruster Capital Management, Inc. | 14.260.407 $ | +1.042.784 $ | +7,9 % | 13.217.623 $ | +689.549 $ | +5,5 % | 12.528.074 $ | +237.043 $ | +1,9 % | 12.291.031 $ | +784.866 $ | +6,8 % |
| Fortis Advisors, LLC | 14.235.179 $ | +5.432.898 $ | +61,7 % | 8.802.281 $ | -305.618 $ | -3,4 % | 9.107.899 $ | +992.430 $ | +12,2 % | |||
| Entelevest, LLC | 14.224.996 $ | +2.022.605 $ | +16,6 % | 12.202.391 $ | +1.510.133 $ | +14,1 % | 10.692.258 $ | |||||
| Global Endowment Management, LP | 14.204.000 $ | +3.722.000 $ | +35,5 % | 10.482.000 $ | -161.000 $ | -1,5 % | 10.643.000 $ | -106.239 $ | -1,0 % | 10.749.239 $ | +824.927 $ | +8,3 % |
| Foundation Wealth Management, LLC\PA | 14.198.176 $ | +1.344.309 $ | +10,5 % | 12.853.867 $ | +742.281 $ | +6,1 % | 12.111.586 $ | +1.866.263 $ | +18,2 % | 10.245.323 $ | +2.256.853 $ | +28,3 % |
| Defined Financial Planning LLC | 14.187.500 $ | +2.643.983 $ | +22,9 % | |||||||||
| Capital Investment Counsel, LLC | 13.816.741 $ | +1.386.481 $ | +11,2 % | 12.430.260 $ | +469.381 $ | +3,9 % | 11.960.879 $ | -2.182.836 $ | -15,4 % | 14.143.715 $ | +1.187.339 $ | +9,2 % |
| Waldron Private Wealth LLC | 14.110.771 $ | +2.378.583 $ | +20,3 % | 11.732.188 $ | -565.810 $ | -4,6 % | 12.297.998 $ | +219.715 $ | +1,8 % | 12.078.283 $ | +882.701 $ | +7,9 % |
| Guerra Advisors Inc | 14.095.987 $ | +573.870 $ | +4,2 % | |||||||||
| BlueChip Wealth Advisors LLC | 14.090.956 $ | +653.444 $ | +4,9 % | 13.437.512 $ | +1.443.170 $ | +12,0 % | 11.994.342 $ | +446.119 $ | +3,9 % | 11.548.223 $ | +697.809 $ | +6,4 % |
| Advyzon Investment Management, LLC | 14.089.141 $ | +1.122.067 $ | +8,7 % | 12.967.074 $ | +3.281.940 $ | +33,9 % | 9.685.134 $ | +2.959.544 $ | +44,0 % | |||
| Great Waters Wealth Management | 14.077.222 $ | +1.172.757 $ | +9,1 % | 12.904.465 $ | -136.080 $ | -1,0 % | 13.040.545 $ | +348.648 $ | +2,7 % | 12.691.897 $ | -12.456 $ | -0,1 % |
| Disciplined Investors, L.L.C. | 14.053.107 $ | +1.524.902 $ | +12,2 % | 12.528.205 $ | -245.293 $ | -1,9 % | 12.773.498 $ | +192.473 $ | +1,5 % | 12.581.025 $ | +988.857 $ | +8,5 % |
| WJ Financial Advisors LLC | 14.032.099 $ | +1.843.453 $ | +15,1 % | 12.188.646 $ | +721.710 $ | +6,3 % | 11.466.936 $ | +282.909 $ | +2,5 % | 11.184.027 $ | ||
| Bristlecone Value Partners, LLC | 13.976.128 $ | +891.178 $ | +6,8 % | 13.084.950 $ | ||||||||
| Beaird Harris Wealth Management, LLC | 12.904.434 $ | -163.791 $ | -1,3 % | 13.068.225 $ | -576.210 $ | -4,2 % | 13.644.435 $ | -327.547 $ | -2,3 % | 13.971.982 $ | -126.306 $ | -0,9 % |
| Waterloo Capital, L.P. | 13.956.293 $ | +5.572.658 $ | +66,5 % | 8.383.635 $ | -921.434 $ | -9,9 % | 9.305.069 $ | -1.255.001 $ | -11,9 % | 10.560.070 $ | +743.170 $ | +7,6 % |
| Vermillion Wealth Management, Inc. | 9.811.512 $ | -4.122.816 $ | -29,6 % | 13.934.328 $ | +760.461 $ | +5,8 % | 13.173.867 $ | +4.127.908 $ | +45,6 % | 9.045.959 $ | +320.649 $ | +3,7 % |
| LFA - Lugano Financial Advisors SA | 13.893.128 $ | +246.700 $ | +1,8 % | 13.646.428 $ | +5.069.254 $ | +59,1 % | 8.577.174 $ | -26.701 $ | -0,3 % | 8.603.875 $ | +7.773.502 $ | +936,1 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 13.842.290 $ | +1.363.433 $ | +10,9 % | 12.478.857 $ | +582.655 $ | +4,9 % | 11.896.202 $ | +1.379.785 $ | +13,1 % | 10.516.417 $ | -1.503.155 $ | -12,5 % |
| SIMON QUICK ADVISORS, LLC | 13.836.219 $ | +2.914.627 $ | +26,7 % | 10.921.592 $ | +179.030 $ | +1,7 % | 10.742.562 $ | +189.878 $ | +1,8 % | 10.552.684 $ | +474.015 $ | +4,7 % |
| Elevation Capital Advisory, LLC | 8.196.323 $ | -5.583.284 $ | -40,5 % | 13.779.607 $ | +8.420.437 $ | +157,1 % | 5.359.170 $ | +3.903.711 $ | +268,2 % | 1.455.459 $ | -12.120.745 $ | -89,3 % |
| SIGMA INVESTMENT COUNSELORS INC | 8.869.091 $ | +1.028.655 $ | +13,1 % | 7.840.436 $ | -5.651.420 $ | -41,9 % | 13.491.856 $ | -248.028 $ | -1,8 % | 13.739.884 $ | +944.088 $ | +7,4 % |
| Financially Speaking Inc | 69.844 $ | -1.615 $ | -2,3 % | 71.459 $ | -7.504.308 $ | -99,1 % | 7.575.767 $ | -6.158.125 $ | -44,8 % | 13.733.892 $ | +6.514.436 $ | +90,2 % |
| Cassady Wealth & Retirement Planning, LLC | 13.720.525 $ | +358.117 $ | +2,7 % | 13.362.408 $ | +342.779 $ | +2,6 % | 13.019.629 $ | |||||
| WEALTHSPAN PARTNERS, LLC | 13.698.301 $ | +1.598.634 $ | +13,2 % | 12.099.667 $ | +1.654.069 $ | +15,8 % | 10.445.598 $ | +1.469.379 $ | +16,4 % | 8.976.219 $ | +682.444 $ | +8,2 % |
| Inspire Advisors, LLC | 13.663.980 $ | +1.783.086 $ | +15,0 % | 11.880.894 $ | +3.486.877 $ | +41,5 % | 8.394.017 $ | -454.064 $ | -5,1 % | 8.848.081 $ | +303.307 $ | +3,5 % |
| Root Financial Partners, LLC | 13.644.068 $ | +3.259.254 $ | +31,4 % | 10.384.814 $ | +1.395.729 $ | +15,5 % | 8.989.085 $ | +1.496.441 $ | +20,0 % | 7.492.644 $ | +2.131.839 $ | +39,8 % |
| Pflug Koory, LLC | 13.614.408 $ | +751.787 $ | +5,8 % | 12.862.621 $ | +921.834 $ | +7,7 % | 11.940.787 $ | +1.644.296 $ | +16,0 % | 10.296.491 $ | +972.010 $ | +10,4 % |
| Harbor Asset Planning, Inc. | 13.591.777 $ | +1.544.015 $ | +12,8 % | 12.047.762 $ | -361.161 $ | -2,9 % | 12.408.923 $ | -716.048 $ | -5,5 % | 13.124.971 $ | +787.564 $ | +6,4 % |
| Windsor Advisory Group, LLC | 13.578.739 $ | +848.120 $ | +6,7 % | 12.730.619 $ | +11.300.554 $ | +790,2 % | 1.430.065 $ | +660.106 $ | +85,7 % | 769.959 $ | +64.292 $ | +9,1 % |
| PRINCIPAL FINANCIAL GROUP INC | 3.287.056 $ | -4.255.100 $ | -56,4 % | 7.542.156 $ | -6.035.395 $ | -44,5 % | 13.577.551 $ | +761.243 $ | +5,9 % | 12.816.308 $ | -2.680.708 $ | -17,3 % |
| Meridian Financial Advisors, LLC | 13.555.514 $ | +855.015 $ | +6,7 % | 12.700.499 $ | +1.027.549 $ | +8,8 % | 11.672.950 $ | +188.859 $ | +1,6 % | 11.484.091 $ | +990.490 $ | +9,4 % |
| Fidelis Wealth Advisors LLC | 12.274.666 $ | -1.266.248 $ | -9,4 % | 13.540.914 $ | +1.505.059 $ | +12,5 % | 12.035.855 $ | |||||
| Evanson Financial, LLC | 13.520.602 $ | |||||||||||
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 13.511.111 $ | +3.413.239 $ | +33,8 % | 10.097.872 $ | -2.416.210 $ | -19,3 % | 12.514.082 $ | +727.065 $ | +6,2 % | 11.787.017 $ | +123.093 $ | +1,1 % |
| Armor Investment Advisors, LLC | 12.829.299 $ | +1.066.050 $ | +9,1 % | 11.763.249 $ | -700.745 $ | -5,6 % | 12.463.994 $ | -1.010.104 $ | -7,5 % | 13.474.098 $ | -15.650.401 $ | -53,7 % |
| Mission Hills Financial Advisory, LLC | 13.454.759 $ | +897.122 $ | +7,1 % | 12.557.637 $ | +1.688.584 $ | +15,5 % | 10.869.053 $ | +957.563 $ | +9,7 % | 9.911.490 $ | +1.954.834 $ | +24,6 % |
| Towneley Capital Management, Inc / DE | 13.448.862 $ | +120.142 $ | +0,9 % | 13.328.720 $ | +225.137 $ | +1,7 % | 13.103.583 $ | +185.512 $ | +1,4 % | 12.918.071 $ | -18.060.642 $ | -58,3 % |
| Michels Family Financial, LLC | 13.421.395 $ | +1.259.695 $ | +10,4 % | 12.161.700 $ | +862.632 $ | +7,6 % | 11.299.068 $ | +650.037 $ | +6,1 % | 10.649.031 $ | +797.219 $ | +8,1 % |
| AVALON CAPITAL MANAGEMENT | 13.402.759 $ | +12.450.145 $ | +1.306,9 % | 952.614 $ | +100.912 $ | +11,8 % | 851.702 $ | +4.037 $ | +0,5 % | 847.665 $ | +24.840 $ | +3,0 % |
| BCK Partners, Inc. | 13.388.127 $ | +1.262.161 $ | +10,4 % | 12.125.966 $ | +90.421 $ | +0,8 % | 12.035.545 $ | -236.018 $ | -1,9 % | 12.271.563 $ | +1.085.114 $ | +9,7 % |
| Dickmeyer Boyce Financial Management, Inc. | 13.377.614 $ | +2.322.659 $ | +21,0 % | 11.054.955 $ | ||||||||
| Wealth Group Ltd | 13.369.840 $ | +1.926.887 $ | +16,8 % | 11.442.953 $ | -244.815 $ | -2,1 % | 11.687.768 $ | -166.366 $ | -1,4 % | 11.854.134 $ | +354.628 $ | +3,1 % |
| Uniting Wealth Partners, LLC | 13.333.983 $ | +978.405 $ | +7,9 % | 12.355.578 $ | +1.635.827 $ | +15,3 % | 10.719.751 $ | +470.473 $ | +4,6 % | 10.249.278 $ | ||
| Tactive Advisors, LLC | 13.304.821 $ | +1.807.444 $ | +15,7 % | 11.497.377 $ | +304.200 $ | +2,7 % | 11.193.177 $ | +2.346.075 $ | +26,5 % | 8.847.102 $ | -479.088 $ | -5,1 % |
| Sachetta, LLC | 13.295.201 $ | +1.597.783 $ | +13,7 % | 11.697.418 $ | +179.116 $ | +1,6 % | 11.518.302 $ | -2.187 $ | -0,0 % | 11.520.489 $ | +413.890 $ | +3,7 % |
| NESTEGG ADVISORS, INC. | 13.274.292 $ | +2.917.916 $ | +28,2 % | 10.356.376 $ | -441.674 $ | -4,1 % | 10.798.050 $ | +560.801 $ | +5,5 % | 10.237.249 $ | +1.766.840 $ | +20,9 % |
| Hoxton Planning & Management, LLC | 13.249.891 $ | +146.913 $ | +1,1 % | 13.102.978 $ | +496.005 $ | +3,9 % | 12.606.973 $ | +1.915.192 $ | +17,9 % | 10.691.781 $ | +1.163.326 $ | +12,2 % |
| Farrell Financial LLC | 13.207.635 $ | +1.656.012 $ | +14,3 % | 11.551.623 $ | -528.854 $ | -4,4 % | 12.080.477 $ | +201.954 $ | +1,7 % | 11.878.523 $ | +1.057.185 $ | +9,8 % |
| Platform Technology Partners | 13.197.520 $ | +1.490.469 $ | +12,7 % | 11.707.051 $ | +1.866.603 $ | +19,0 % | 9.840.448 $ | +814.996 $ | +9,0 % | 9.025.452 $ | +558.859 $ | +6,6 % |
| Blossom Wealth Management | 13.193.182 $ | +1.265.098 $ | +10,6 % | 11.928.084 $ | +3.968.968 $ | +49,9 % | 7.959.116 $ | -351.709 $ | -4,2 % | 8.310.825 $ | +669.309 $ | +8,8 % |
| AIRE ADVISORS, LLC | 13.183.067 $ | +1.124.327 $ | +9,3 % | 12.058.740 $ | +45.483 $ | +0,4 % | 12.013.257 $ | +115.872 $ | +1,0 % | 11.897.385 $ | +737.192 $ | +6,6 % |
| Quadrature Capital Ltd | 10.940.188 $ | +9.842.190 $ | +896,4 % | 1.097.998 $ | -12.069.533 $ | -91,7 % | 13.167.531 $ | +11.339.482 $ | +620,3 % | 1.828.049 $ | -1.198.010 $ | -39,6 % |
| Broadview Financial Management, LLC | 13.079.188 $ | +1.681.101 $ | +14,7 % | 11.398.087 $ | -606.775 $ | -5,1 % | 12.004.862 $ | +142.233 $ | +1,2 % | 11.862.629 $ | +694.769 $ | +6,2 % |
| VANGUARD ADVISERS INC | 13.075.755 $ | +2.159.691 $ | +19,8 % | 10.916.064 $ | ||||||||
| Intrua Financial, LLC | 13.061.166 $ | +1.499.241 $ | +13,0 % | 11.561.925 $ | +981.321 $ | +9,3 % | 10.580.604 $ | +1.693.581 $ | +19,1 % | 8.887.023 $ | +1.339.507 $ | +17,7 % |
| Jacobsen Capital Management | 13.056.042 $ | +1.484.047 $ | +12,8 % | 11.571.995 $ | -820.624 $ | -6,6 % | 12.392.619 $ | +377.705 $ | +3,1 % | 12.014.914 $ | +1.894.370 $ | +18,7 % |
| WPG Advisers, LLC | 10.484.850 $ | -2.443.757 $ | -18,9 % | 12.928.607 $ | -108.981 $ | -0,8 % | 13.037.588 $ | +1.363.018 $ | +11,7 % | 11.674.570 $ | +940.129 $ | +8,8 % |
| Nearwater Capital Markets, Ltd | 13.030.614 $ | |||||||||||
| CPWA, LLC | 13.021.603 $ | +18.135 $ | +0,1 % | 13.003.468 $ | ||||||||
| Evanson Asset Management, LLC | 12.058.305 $ | -948.638 $ | -7,3 % | 13.006.943 $ | +494.574 $ | +4,0 % | 12.512.369 $ | +1.151.287 $ | +10,1 % | |||
| Kelly Financial Services LLC | 12.996.354 $ | +4.438.211 $ | +51,9 % | 8.558.143 $ | +431.743 $ | +5,3 % | 8.126.400 $ | +1.330.771 $ | +19,6 % | 6.795.629 $ | +1.261.216 $ | +22,8 % |
| JT Stratford LLC | 12.988.283 $ | +1.050.585 $ | +8,8 % | 11.937.698 $ | +446.410 $ | +3,9 % | 11.491.288 $ | +433.460 $ | +3,9 % | 11.057.828 $ | +2.231 $ | +0,0 % |
| Modus Advisors, LLC | 12.972.889 $ | +1.140.610 $ | +9,6 % | 11.832.279 $ | +2.763 $ | +0,0 % | 11.829.516 $ | +34.131 $ | +0,3 % | 11.795.385 $ | +551.089 $ | +4,9 % |
| SpringVest Wealth Management LLC | 12.957.825 $ | +1.542.151 $ | +13,5 % | 11.415.674 $ | +271.235 $ | +2,4 % | 11.144.439 $ | +850.309 $ | +8,3 % | 10.294.130 $ | +782.341 $ | +8,2 % |
| Milestone Asset Management Group, LLC | 12.926.582 $ | +1.431.498 $ | +12,5 % | 11.495.084 $ | -484.389 $ | -4,0 % | 11.979.473 $ | +447.382 $ | +3,9 % | 11.532.091 $ | +997.938 $ | +9,5 % |
| Frontier Asset Management, LLC | 12.924.415 $ | +2.572.881 $ | +24,9 % | 10.351.534 $ | -895.443 $ | -8,0 % | 11.246.977 $ | -172.588 $ | -1,5 % | 11.419.565 $ | +150.467 $ | +1,3 % |
| Hirtle & Co., LLC | 1.204.895 $ | -11.710.792 $ | -90,7 % | 12.915.687 $ | +77 $ | +0,0 % | 12.915.610 $ | +521.149 $ | +4,2 % | 12.394.461 $ | +1.421.466 $ | +13,0 % |
| HILL ISLAND FINANCIAL LLC | 12.894.607 $ | +1.145.826 $ | +9,8 % | 11.748.781 $ | -107.141 $ | -0,9 % | 11.855.922 $ | -92.165 $ | -0,8 % | 11.948.087 $ | +452.679 $ | +3,9 % |
| Trivium Point Advisory, LLC | 12.892.373 $ | +7.515.588 $ | +139,8 % | 5.376.785 $ | -6.263.242 $ | -53,8 % | 11.640.027 $ | +349.566 $ | +3,1 % | 11.290.461 $ | -759.836 $ | -6,3 % |
| FLOYD FINANCIAL GROUP LLC | 12.863.715 $ | +104.006 $ | +0,8 % | 12.759.709 $ | +177.463 $ | +1,4 % | 12.582.246 $ | +1.416.559 $ | +12,7 % | 11.165.687 $ | +4.469.712 $ | +66,8 % |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 12.857.052 $ | +1.691.629 $ | +15,2 % | 11.165.423 $ | +2.771.867 $ | +33,0 % | 8.393.556 $ | +184.797 $ | +2,3 % | 8.208.759 $ | +519.456 $ | +6,8 % |
| Tenzing Financial LLC | 12.833.245 $ | +923.936 $ | +7,8 % | 11.909.309 $ | +186.492 $ | +1,6 % | 11.722.817 $ | |||||
| TOWER BRIDGE ADVISORS | 12.787.216 $ | +857.709 $ | +7,2 % | 11.929.507 $ | ||||||||
| TriaGen Wealth Management LLC | 12.781.436 $ | +1.777.462 $ | +16,2 % | 11.003.974 $ | -1.409.828 $ | -11,4 % | 12.413.802 $ | +176.604 $ | +1,4 % | 12.237.198 $ | +1.172.917 $ | +10,6 % |
| Duncan Williams Asset Management, LLC | 10.059.650 $ | +2.503.302 $ | +33,1 % | 7.556.348 $ | -1.291.381 $ | -14,6 % | 8.847.729 $ | -3.877.075 $ | -30,5 % | 12.724.804 $ | -17.079.527 $ | -57,3 % |
| TradeWell Securities, LLC. | 699.481 $ | +299.252 $ | +74,8 % | 400.229 $ | -12.321.295 $ | -96,9 % | 12.721.524 $ | |||||
| Keystone Financial Group, Inc. | 12.519.190 $ | -132.883 $ | -1,1 % | 12.652.073 $ | +1.439.707 $ | +12,8 % | 11.212.366 $ | +605.263 $ | +5,7 % | 10.607.103 $ | +99.771 $ | +0,9 % |
| Keeler Thomas Management LLC | 12.650.544 $ | |||||||||||
| PETRA FINANCIAL ADVISORS INC | 12.641.148 $ | +4.186.354 $ | +49,5 % | 8.454.794 $ | -4.129.075 $ | -32,8 % | 12.583.869 $ | -9.601 $ | -0,1 % | 12.593.470 $ | +604.669 $ | +5,0 % |
| McGrath & Associates, Inc. | 12.479.657 $ | +397.652 $ | +3,3 % | 12.082.005 $ | -553.936 $ | -4,4 % | 12.635.941 $ | +61.753 $ | +0,5 % | 12.574.188 $ | +80.154 $ | +0,6 % |
| PENNEY FINANCIAL, LLC | 12.571.493 $ | +47.094 $ | +0,4 % | 12.524.399 $ | +943.270 $ | +8,1 % | 11.581.129 $ | +127.884 $ | +1,1 % | 11.453.245 $ | +874.407 $ | +8,3 % |
| VestGen Advisors, LLC | 10.614.925 $ | -1.944.117 $ | -15,5 % | 12.559.042 $ | +5.945.570 $ | +89,9 % | 6.613.472 $ | -2.100.555 $ | -24,1 % | 8.714.027 $ | +251.345 $ | +3,0 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.553.980 $ | +886.100 $ | +7,6 % | 11.667.880 $ | -404.510 $ | -3,4 % | 12.072.390 $ | -32.134 $ | -0,3 % | 12.104.524 $ | +557.928 $ | +4,8 % |
| AMARA FINANCIAL, LLC. | 12.510.756 $ | +1.857.362 $ | +17,4 % | 10.653.394 $ | +2.028.652 $ | +23,5 % | 8.624.742 $ | +696.519 $ | +8,8 % | 7.928.223 $ | +657.786 $ | +9,0 % |
| Nicholson Meyer Capital Management, Inc. | 12.500.661 $ | +841.955 $ | +7,2 % | 11.658.706 $ | +246.334 $ | +2,2 % | 11.412.372 $ | +535.863 $ | +4,9 % | 10.876.509 $ | +673.679 $ | +6,6 % |
| Orographic Financial Advisors, LLC | 12.494.000 $ | +1.071.000 $ | +9,4 % | 11.423.000 $ | ||||||||
| Shared Vision Wealth Group LLC | 12.486.691 $ | +4.418.630 $ | +54,8 % | 8.068.061 $ | +2.436.726 $ | +43,3 % | 5.631.335 $ | +1.223.189 $ | +27,7 % | 4.408.146 $ | +2.802.762 $ | +174,6 % |
| Santori & Peters, Inc. | 12.477.457 $ | +1.887.831 $ | +17,8 % | 10.589.626 $ | +695.261 $ | +7,0 % | 9.894.365 $ | +149.480 $ | +1,5 % | 9.744.885 $ | +164.585 $ | +1,7 % |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 12.442.113 $ | +1.136.806 $ | +10,1 % | 11.305.307 $ | -117.936 $ | -1,0 % | 11.423.243 $ | +72.479 $ | +0,6 % | 11.350.764 $ | +514.080 $ | +4,7 % |
| Centurion Wealth Management LLC | 12.426.470 $ | +582.443 $ | +4,9 % | 11.844.027 $ | +2.625.900 $ | +28,5 % | 9.218.127 $ | +506.175 $ | +5,8 % | 8.711.952 $ | +8.293.982 $ | +1.984,3 % |
| RED REEF ADVISORS LLC | 12.424.654 $ | +1.023.999 $ | +9,0 % | 11.400.655 $ | +859.167 $ | +8,2 % | 10.541.488 $ | |||||
| Security Financial Services, INC. | 12.423.993 $ | +1.646.615 $ | +15,3 % | 10.777.378 $ | +263.992 $ | +2,5 % | 10.513.386 $ | +3.330.759 $ | +46,4 % | 7.182.627 $ | -1.154.177 $ | -13,8 % |
| ARKANSAS FINANCIAL GROUP, INC. | 12.284.271 $ | -117.829 $ | -1,0 % | 12.402.100 $ | +722.678 $ | +6,2 % | 11.679.422 $ | +477.924 $ | +4,3 % | 11.201.498 $ | +744.427 $ | +7,1 % |
| CHANNEL WEALTH LLC | 7.504.615 $ | +193.190 $ | +2,6 % | 7.311.425 $ | +462.834 $ | +6,8 % | 6.848.591 $ | -5.551.525 $ | -44,8 % | 12.400.116 $ | +218.959 $ | +1,8 % |
| Wilson & Boucher Capital Management, LLC | 12.381.636 $ | +1.990.482 $ | +19,2 % | 10.391.154 $ | -242.452 $ | -2,3 % | 10.633.606 $ | +256.730 $ | +2,5 % | 10.376.876 $ | +572.844 $ | +5,8 % |
| Plan A Wealth LLC | 12.360.580 $ | +1.006.831 $ | +8,9 % | 11.353.749 $ | +846.652 $ | +8,1 % | 10.507.097 $ | +1.606.154 $ | +18,0 % | 8.900.943 $ | +1.611.320 $ | +22,1 % |
| FLORIDA FINANCIAL ADVISORS, LLC | 12.348.550 $ | +333.409 $ | +2,8 % | 12.015.141 $ | +1.248.290 $ | +11,6 % | 10.766.851 $ | +1.116.903 $ | +11,6 % | 9.649.948 $ | +255.659 $ | +2,7 % |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 12.346.474 $ | +1.484.000 $ | +13,7 % | 10.862.474 $ | -29.238 $ | -0,3 % | 10.891.712 $ | +94.876 $ | +0,9 % | 10.796.836 $ | +913.086 $ | +9,2 % |
| Sun Financial Inc | 12.341.518 $ | +844.612 $ | +7,3 % | 11.496.906 $ | +1.329.972 $ | +13,1 % | 10.166.934 $ | |||||
| Legend Financial Advisors, Inc. | 12.325.318 $ | +1.225.418 $ | +11,0 % | 11.099.900 $ | -68.306 $ | -0,6 % | 11.168.206 $ | +328.033 $ | +3,0 % | 10.840.173 $ | +718.055 $ | +7,1 % |
| Blom & Howell Financial Planning, Inc. | 12.304.543 $ | +2.782.699 $ | +29,2 % | 9.521.844 $ | +281.833 $ | +3,1 % | 9.240.011 $ | |||||
| PFG Investments, LLC | 12.288.443 $ | +2.371.262 $ | +23,9 % | 9.917.181 $ | +1.451.582 $ | +17,1 % | 8.465.599 $ | +548.986 $ | +6,9 % | 7.916.613 $ | +536.667 $ | +7,3 % |
| ADVOCATE GROUP LLC | 12.285.836 $ | +1.065.582 $ | +9,5 % | 11.220.254 $ | +556.946 $ | +5,2 % | 10.663.308 $ | +1.480.744 $ | +16,1 % | 9.182.564 $ | +1.947.710 $ | +26,9 % |
| Obsidian Personal Planning Solutions LLC | 12.270.818 $ | +834.499 $ | +7,3 % | |||||||||
| American Alpha Advisors, LLC | 12.270.787 $ | +544.707 $ | +4,6 % | 11.726.080 $ | +1.285.427 $ | +12,3 % | 10.440.653 $ | +187.019 $ | +1,8 % | 10.253.634 $ | +497.288 $ | +5,1 % |
| Econ Financial Services Corp | 10.866.111 $ | +2.082.704 $ | +23,7 % | 8.783.407 $ | -3.444.564 $ | -28,2 % | 12.227.971 $ | +7.204.683 $ | +143,4 % | 5.023.288 $ | -1.112.935 $ | -18,1 % |
| Y-Intercept (Hong Kong) Ltd | 8.307.403 $ | -1.056.122 $ | -11,3 % | 9.363.525 $ | -1.515.195 $ | -13,9 % | 10.878.720 $ | -1.336.371 $ | -10,9 % | 12.215.091 $ | +3.741.584 $ | +44,2 % |
| CONQUIS FINANCIAL LLC | 12.198.000 $ | +534.018 $ | +4,6 % | 11.663.982 $ | +1.081.069 $ | +10,2 % | 10.582.913 $ | +728.699 $ | +7,4 % | 9.854.214 $ | +512.146 $ | +5,5 % |
| Johnson & White Wealth Management, LLC | 12.194.877 $ | +598.512 $ | +5,2 % | 11.596.365 $ | +1.359.354 $ | +13,3 % | 10.237.011 $ | +146.165 $ | +1,4 % | 10.090.846 $ | +864.846 $ | +9,4 % |
| Quantum Portfolio Management LLC | 10.107.227 $ | +1.906.505 $ | +23,2 % | 8.200.722 $ | +2.201.272 $ | +36,7 % | 5.999.450 $ | -6.191.004 $ | -50,8 % | 12.190.454 $ | +5.531.907 $ | +83,1 % |
| Eaton Financial Holdings Company, LLC | 12.175.545 $ | +6.456.409 $ | +112,9 % | 5.719.136 $ | -1.319.187 $ | -18,7 % | 7.038.323 $ | -272.888 $ | -3,7 % | 7.311.211 $ | -749.263 $ | -9,3 % |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 12.129.455 $ | +1.330.016 $ | +12,3 % | 10.799.439 $ | +226.664 $ | +2,1 % | 10.572.775 $ | -79.549 $ | -0,7 % | 10.652.324 $ | -2.579.334 $ | -19,5 % |
| Boyce & Associates Wealth Consulting, Inc. | 12.085.265 $ | +1.472.860 $ | +13,9 % | 10.612.405 $ | +1.087.108 $ | +11,4 % | 9.525.297 $ | +392.556 $ | +4,3 % | 9.132.741 $ | +2.388.143 $ | +35,4 % |
| Gradient Investments LLC | 12.063.190 $ | +984.539 $ | +8,9 % | 11.078.651 $ | +626.627 $ | +6,0 % | 10.452.024 $ | +726.619 $ | +7,5 % | 9.725.405 $ | +26.458 $ | +0,3 % |
| Berkeley, Inc | 12.062.670 $ | +847.755 $ | +7,6 % | 11.214.915 $ | +246.545 $ | +2,2 % | 10.968.370 $ | -944.418 $ | -7,9 % | 11.912.788 $ | +360.748 $ | +3,1 % |
| SteelPeak Wealth, LLC | 9.058.350 $ | +5.519.554 $ | +156,0 % | 3.538.796 $ | -8.432.743 $ | -70,4 % | 11.971.539 $ | +8.046.562 $ | +205,0 % | 3.924.977 $ | -3.531.873 $ | -47,4 % |
| BASSO CAPITAL MANAGEMENT, L.P. | 11.918.862 $ | +11.319.848 $ | +1.889,7 % | 599.014 $ | +95.483 $ | +19,0 % | 503.531 $ | +481.449 $ | +2.180,3 % | 22.082 $ | +1.869 $ | +9,2 % |
| Brucke Financial, Inc. | 11.912.662 $ | +1.381.043 $ | +13,1 % | 10.531.619 $ | -1.358.560 $ | -11,4 % | 11.890.179 $ | +355.502 $ | +3,1 % | 11.534.677 $ | +810.716 $ | +7,6 % |
| Drucker Wealth 3.0, LLC | 11.895.980 $ | +2.091.586 $ | +21,3 % | 9.804.394 $ | +1.215.687 $ | +14,2 % | 8.588.707 $ | -979.808 $ | -10,2 % | 9.568.515 $ | +6.647.363 $ | +227,6 % |
| SILVERLAKE WEALTH MANAGEMENT LLC | 11.885.834 $ | +1.972.498 $ | +19,9 % | 9.913.336 $ | -1.050.408 $ | -9,6 % | 10.963.744 $ | +1.257.660 $ | +13,0 % | 9.706.084 $ | -470.692 $ | -4,6 % |
| Shakespeare Wealth Management, LLC | 11.824.515 $ | +953.028 $ | +8,8 % | 10.871.487 $ | +50.592 $ | +0,5 % | 10.820.895 $ | +99.291 $ | +0,9 % | 10.721.604 $ | +340.945 $ | +3,3 % |
| Parkwoods Wealth Partners, LLC | 11.768.961 $ | |||||||||||
| SURIENCE PRIVATE WEALTH LLC | 1.975.086 $ | -8.632.215 $ | -81,4 % | 10.607.301 $ | -1.151.967 $ | -9,8 % | 11.759.268 $ | |||||
| Wakefield Asset Management LLLP | 11.753.541 $ | +407.068 $ | +3,6 % | 11.346.473 $ | +703.559 $ | +6,6 % | 10.642.914 $ | -52.567 $ | -0,5 % | 10.695.481 $ | +1.069.921 $ | +11,1 % |
| Beaumont Financial Advisors, LLC | 11.740.004 $ | +1.477.524 $ | +14,4 % | 10.262.480 $ | -184.761 $ | -1,8 % | 10.447.241 $ | +189.695 $ | +1,8 % | 10.257.546 $ | +697.676 $ | +7,3 % |
| Two West Capital Advisors LLC | 11.661.877 $ | +688.406 $ | +6,3 % | 10.973.471 $ | +89.551 $ | +0,8 % | 10.883.920 $ | +365.465 $ | +3,5 % | 10.518.455 $ | +468.910 $ | +4,7 % |
| Lakeshore Financial Planning, Inc. | 11.520.426 $ | -129.165 $ | -1,1 % | 11.649.591 $ | +1.171.869 $ | +11,2 % | 10.477.722 $ | -114.999 $ | -1,1 % | 10.592.721 $ | +165.987 $ | +1,6 % |
| B. Riley Wealth Advisors, Inc. | 10.548.511 $ | +2.719.299 $ | +34,7 % | 7.829.212 $ | -3.798.939 $ | -32,7 % | 11.628.151 $ | +315.083 $ | +2,8 % | 11.313.068 $ | -693.033 $ | -5,8 % |
| Old Port Advisors | 11.609.916 $ | +992.486 $ | +9,3 % | 10.617.430 $ | +748.660 $ | +7,6 % | 9.868.770 $ | +165.923 $ | +1,7 % | 9.702.847 $ | +468.367 $ | +5,1 % |
| Argent Trust Co | 11.594.416 $ | +1.629.430 $ | +16,4 % | 9.964.986 $ | +289.428 $ | +3,0 % | 9.675.558 $ | +260.112 $ | +2,8 % | 9.415.446 $ | +557.571 $ | +6,3 % |
| ARK & TLK INVESTMENTS, LLC | 11.590.152 $ | +1.404.640 $ | +13,8 % | 10.185.512 $ | +698.121 $ | +7,4 % | 9.487.391 $ | +419.940 $ | +4,6 % | 9.067.451 $ | +549.680 $ | +6,5 % |
| Parkside Financial Bank & Trust | 11.276.830 $ | -295.062 $ | -2,5 % | 11.571.892 $ | +521.317 $ | +4,7 % | 11.050.575 $ | +485.199 $ | +4,6 % | |||
| Kellett Wealth Advisors, LLC | 11.570.948 $ | +1.063.347 $ | +10,1 % | 10.507.601 $ | +3.600.562 $ | +52,1 % | 6.907.039 $ | +1.183.765 $ | +20,7 % | 5.723.274 $ | +597.497 $ | +11,7 % |
| Seaside Wealth Management, Inc. | 11.570.770 $ | +1.013.811 $ | +9,6 % | 10.556.959 $ | -183.313 $ | -1,7 % | 10.740.272 $ | +97.838 $ | +0,9 % | 10.642.434 $ | +475.394 $ | +4,7 % |
| White Wing Wealth Management | 10.294.899 $ | -1.247.185 $ | -10,8 % | 11.542.084 $ | +916.099 $ | +8,6 % | 10.625.985 $ | +2.031.968 $ | +23,6 % | 8.594.017 $ | +554.749 $ | +6,9 % |
| LaSalle St. Investment Advisors, LLC | 11.501.013 $ | +627.501 $ | +5,8 % | 10.873.512 $ | +658.512 $ | +6,4 % | 10.215.000 $ | +578.000 $ | +6,0 % | 9.637.000 $ | +7.780.000 $ | +419,0 % |
| Cordgrass Capital Advisors, LLC | 4.356.021 $ | -7.135.943 $ | -62,1 % | 11.491.964 $ | +1.303.779 $ | +12,8 % | 10.188.185 $ | +386.024 $ | +3,9 % | 9.802.161 $ | +460.858 $ | +4,9 % |
| Keating Financial Advisory Services, Inc. | 8.866.929 $ | +55.451 $ | +0,6 % | 8.811.478 $ | -2.627.655 $ | -23,0 % | 11.439.133 $ | |||||
| Squarepoint Ops LLC | 11.433.373 $ | +591.044 $ | +5,5 % | 10.842.329 $ | +1.375.020 $ | +14,5 % | 9.467.309 $ | +316.875 $ | +3,5 % | 9.150.434 $ | -4.433.006 $ | -32,6 % |
| North Star Investment Management Corp. | 11.418.869 $ | +1.172.729 $ | +11,4 % | 10.246.140 $ | +5.662.924 $ | +123,6 % | 4.583.216 $ | +1.126.795 $ | +32,6 % | 3.456.421 $ | +428.832 $ | +14,2 % |
| Van Cleef Asset Management,Inc | 11.413.967 $ | +1.519.377 $ | +15,4 % | 9.894.590 $ | +329.279 $ | +3,4 % | 9.565.311 $ | +667.494 $ | +7,5 % | 8.897.817 $ | +485.256 $ | +5,8 % |
| New Insight Wealth Advisors | 10.225.794 $ | +1.231.034 $ | +13,7 % | 8.994.760 $ | -270.826 $ | -2,9 % | 9.265.586 $ | -2.138.807 $ | -18,8 % | 11.404.393 $ | -4.623.275 $ | -28,8 % |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 11.401.470 $ | +1.832.767 $ | +19,2 % | 9.568.703 $ | -249.889 $ | -2,5 % | 9.818.592 $ | +1.506.441 $ | +18,1 % | 8.312.151 $ | +1.521.073 $ | +22,4 % |
| Destiny Wealth Partners, LLC | 8.037.018 $ | -3.362.122 $ | -29,5 % | 11.399.140 $ | +338.379 $ | +3,1 % | 11.060.761 $ | +392.801 $ | +3,7 % | 10.667.960 $ | +781.897 $ | +7,9 % |
| Traub Capital Management LLC | 11.392.817 $ | +995.631 $ | +9,6 % | 10.397.186 $ | +658.763 $ | +6,8 % | 9.738.423 $ | +698.750 $ | +7,7 % | 9.039.673 $ | +139.028 $ | +1,6 % |
| GUERRA PAN ADVISORS, LLC | 11.392.205 $ | +1.642.729 $ | +16,8 % | 9.749.476 $ | -276.939 $ | -2,8 % | 10.026.415 $ | +113.816 $ | +1,1 % | 9.912.599 $ | +811.188 $ | +8,9 % |
| Factor Wealth Management LTD | 8.782.029 $ | -490.010 $ | -5,3 % | 9.272.039 $ | -2.118.983 $ | -18,6 % | 11.391.022 $ | +1.670.321 $ | +17,2 % | 9.720.701 $ | +863.670 $ | +9,8 % |
| AssuredPartners Investment Advisors, LLC | 11.388.638 $ | +246.821 $ | +2,2 % | 11.141.817 $ | +769.683 $ | +7,4 % | 10.372.134 $ | +8.793.381 $ | +557,0 % | 1.578.753 $ | -45.640 $ | -2,8 % |
| Ballast Rock Private Wealth LLC | 11.374.543 $ | +1.004.549 $ | +9,7 % | 10.369.994 $ | +1.497.089 $ | +16,9 % | 8.872.905 $ | |||||
| Crusonia Wealth Advisors LLC | 11.370.198 $ | +1.964.768 $ | +20,9 % | 9.405.430 $ | -23.178 $ | -0,2 % | 9.428.608 $ | |||||
| Biondo Investment Advisors, LLC | 11.366.459 $ | |||||||||||
| Total Clarity Wealth Management, Inc. | 10.653.883 $ | +913.649 $ | +9,4 % | 9.740.234 $ | -1.614.615 $ | -14,2 % | 11.354.849 $ | +1.285.285 $ | +12,8 % | 10.069.564 $ | +517.240 $ | +5,4 % |
| Hudock, Inc. | 6.113.799 $ | +280.728 $ | +4,8 % | 5.833.071 $ | -3.780.111 $ | -39,3 % | 9.613.182 $ | -1.734.311 $ | -15,3 % | 11.347.493 $ | -17.137.372 $ | -60,2 % |
| MBL Wealth, LLC | 11.336.314 $ | +1.233.827 $ | +12,2 % | 10.102.487 $ | -3.405 $ | -0,0 % | 10.105.892 $ | +212.834 $ | +2,2 % | 9.893.058 $ | +756.464 $ | +8,3 % |
| Sage Mountain Advisors LLC | 11.329.340 $ | +788.684 $ | +7,5 % | 10.540.656 $ | -541.725 $ | -4,9 % | 11.082.381 $ | +244.244 $ | +2,3 % | 10.838.137 $ | +792.504 $ | +7,9 % |
| Western Reserve Capital Management, LLC | 11.304.944 $ | +1.868.251 $ | +19,8 % | 9.436.693 $ | +404.240 $ | +4,5 % | 9.032.453 $ | |||||
| Stonebridge Financial Group, LLC/CA | 11.232.000 $ | |||||||||||
| OFS Enterprise LLC | 11.218.980 $ | +1.186.746 $ | +11,8 % | 10.032.234 $ | ||||||||
| HOWARD BAILEY SECURITIES, LLC | 1.604.242 $ | -610.530 $ | -27,6 % | 2.214.772 $ | +863.123 $ | +63,9 % | 1.351.649 $ | -9.851.865 $ | -87,9 % | 11.203.514 $ | +863.926 $ | +8,4 % |
| Maltin Wealth Management, Inc. | 11.171.085 $ | +3.178.001 $ | +39,8 % | 7.993.084 $ | +187.043 $ | +2,4 % | 7.806.041 $ | +376.765 $ | +5,1 % | 7.429.276 $ | -307.752 $ | -4,0 % |
| MPS Loria Financial Planners, LLC | 9.036.520 $ | +85.903 $ | +1,0 % | 8.950.617 $ | -2.185.223 $ | -19,6 % | 11.135.840 $ | +244.640 $ | +2,2 % | 10.891.200 $ | +432.267 $ | +4,1 % |
| VCI Wealth Management LLC | 11.039.763 $ | -93.959 $ | -0,8 % | 11.133.722 $ | +1.123.921 $ | +11,2 % | 10.009.801 $ | +725.840 $ | +7,8 % | 9.283.961 $ | +456.462 $ | +5,2 % |
| BEACON FINANCIAL GROUP | 10.649.692 $ | -478.046 $ | -4,3 % | 11.127.738 $ | +592.395 $ | +5,6 % | 10.535.343 $ | +5.596.601 $ | +113,3 % | 4.938.742 $ | -84.051 $ | -1,7 % |
| Keystone Wealth Services, LLC | 11.123.901 $ | +1.784.406 $ | +19,1 % | 9.339.495 $ | +114.080 $ | +1,2 % | 9.225.415 $ | +477.784 $ | +5,5 % | 8.747.631 $ | +5.335.658 $ | +156,4 % |
| KPP Advisory Services LLC | 11.118.431 $ | +1.805.093 $ | +19,4 % | 9.313.338 $ | -237.437 $ | -2,5 % | 9.550.775 $ | +941.451 $ | +10,9 % | 8.609.324 $ | +845.606 $ | +10,9 % |
| Opus Financial Solutions LLC | 10.934.788 $ | -44.215 $ | -0,4 % | 10.979.003 $ | -124.963 $ | -1,1 % | 11.103.966 $ | |||||
| Meeder Advisory Services, Inc. | 11.099.200 $ | +1.127.987 $ | +11,3 % | 9.971.213 $ | -780.899 $ | -7,3 % | 10.752.112 $ | +1.751.083 $ | +19,5 % | 9.001.029 $ | +1.429.102 $ | +18,9 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 9.488.788 $ | +92.430 $ | +1,0 % | 9.396.358 $ | -1.691.118 $ | -15,3 % | 11.087.476 $ | +5.289.692 $ | +91,2 % | 5.797.784 $ | -4.245.990 $ | -42,3 % |
| COLUMBIA ADVISORY PARTNERS LLC | 4.558.369 $ | +761.308 $ | +20,0 % | 3.797.061 $ | -4.714.417 $ | -55,4 % | 8.511.478 $ | -2.549.666 $ | -23,1 % | 11.061.144 $ | -297.418 $ | -2,6 % |
| Trajan Wealth LLC | 11.060.713 $ | +273.147 $ | +2,5 % | 10.787.566 $ | +1.063.587 $ | +10,9 % | 9.723.979 $ | +1.236.602 $ | +14,6 % | 8.487.377 $ | +1.061.435 $ | +14,3 % |
| NBZ Investment Advisors LLC | 11.049.169 $ | +1.474.440 $ | +15,4 % | 9.574.729 $ | -505.702 $ | -5,0 % | 10.080.431 $ | +175.201 $ | +1,8 % | 9.905.230 $ | +687.073 $ | +7,5 % |
| Ironwood Financial, llc | 11.039.665 $ | +1.558.487 $ | +16,4 % | 9.481.178 $ | -514.420 $ | -5,1 % | 9.995.598 $ | +399.713 $ | +4,2 % | 9.595.885 $ | +1.214.932 $ | +14,5 % |
| Compass Ion Advisors, LLC | 11.015.961 $ | +2.218.404 $ | +25,2 % | 8.797.557 $ | +103.481 $ | +1,2 % | 8.694.076 $ | -21.883 $ | -0,3 % | 8.715.959 $ | +403.193 $ | +4,9 % |
| MERITAGE PORTFOLIO MANAGEMENT | 11.010.676 $ | +465.208 $ | +4,4 % | 10.545.468 $ | -21.122.557 $ | -66,7 % | ||||||
| Directional Asset Management | 11.010.252 $ | +1.173.680 $ | +11,9 % | 9.836.572 $ | +412.507 $ | +4,4 % | 9.424.065 $ | |||||
| McAlister, Sweet & Associates, Inc. | 10.966.541 $ | +772.941 $ | +7,6 % | 10.193.600 $ | +9.505.942 $ | +1.382,4 % | 687.658 $ | -26.307 $ | -3,7 % | 713.965 $ | +58.393 $ | +8,9 % |
| Princeton Global Asset Management LLC | 9.346.236 $ | -1.074.482 $ | -10,3 % | 10.420.718 $ | -521.061 $ | -4,8 % | 10.941.779 $ | +475.626 $ | +4,5 % | 10.466.153 $ | +614.086 $ | +6,2 % |
| First Growth Capital LLC | 10.929.152 $ | +1.417.596 $ | +14,9 % | 9.511.556 $ | -482.530 $ | -4,8 % | 9.994.086 $ | |||||
| Kure Advisory, LLC | 10.876.113 $ | +1.307.512 $ | +13,7 % | 9.568.601 $ | +819.249 $ | +9,4 % | 8.749.352 $ | +1.164.926 $ | +15,4 % | 7.584.426 $ | +548.188 $ | +7,8 % |
| CAPITAL INSIGHT PARTNERS, LLC | 10.872.955 $ | +4.319.575 $ | +65,9 % | 6.553.380 $ | +567.587 $ | +9,5 % | ||||||
| WESTBOURNE INVESTMENTS, INC. | 10.872.273 $ | +917.311 $ | +9,2 % | 9.954.962 $ | +58.908 $ | +0,6 % | 9.896.054 $ | -69.887 $ | -0,7 % | 9.965.941 $ | -22.424 $ | -0,2 % |
| Kastel Capital Advisors, LLC | 10.842.141 $ | +20.793 $ | +0,2 % | 10.821.348 $ | +0 $ | +0,0 % | 10.821.348 $ | |||||
| Rock Creek Group LLC | 10.783.698 $ | -44.763 $ | -0,4 % | 10.828.461 $ | +48.832 $ | +0,5 % | 10.779.629 $ | +743.179 $ | +7,4 % | 10.036.450 $ | +100.551 $ | +1,0 % |
| ORG Partners LLC | 10.289.282 $ | -538.404 $ | -5,0 % | 10.827.686 $ | +217.369 $ | +2,0 % | ||||||
| GLENMEDE TRUST CO NA | 10.827.575 $ | +999.045 $ | +10,2 % | 9.828.530 $ | +564.896 $ | +6,1 % | 9.263.634 $ | |||||
| Wescott Financial Advisory Group, LLC | 10.823.958 $ | +1.558.577 $ | +16,8 % | 9.265.381 $ | +329.874 $ | +3,7 % | 8.935.507 $ | +5.421.956 $ | +154,3 % | 3.513.551 $ | +37.819 $ | +1,1 % |
| Fisher Asset Management, LLC | 7.982.078 $ | -2.821.592 $ | -26,1 % | 10.803.670 $ | +4.430.546 $ | +69,5 % | 6.373.124 $ | -1.422.026 $ | -18,2 % | 7.795.150 $ | +1.627.969 $ | +26,4 % |
| Polianta Ltd | 10.801.000 $ | +1.675.000 $ | +18,4 % | 9.126.000 $ | +699.000 $ | +8,3 % | ||||||
| Auxano Advisors, LLC | 10.784.378 $ | +1.446.403 $ | +15,5 % | 9.337.975 $ | +4.006.633 $ | +75,2 % | 5.331.342 $ | -202.554 $ | -3,7 % | 5.533.896 $ | +67.323 $ | +1,2 % |
| Clarity Capital Advisors, LLC | 10.779.963 $ | +1.203.740 $ | +12,6 % | 9.576.223 $ | +244.214 $ | +2,6 % | 9.332.009 $ | +1.106.257 $ | +13,4 % | 8.225.752 $ | +639.306 $ | +8,4 % |
| Badgley Phelps Wealth Managers, LLC | 10.765.077 $ | +520.453 $ | +5,1 % | 10.244.624 $ | +91.099 $ | +0,9 % | 10.153.525 $ | +127.494 $ | +1,3 % | 10.026.031 $ | +546.261 $ | +5,8 % |
| Mission Creek Capital Partners, Inc. | 10.757.849 $ | +6.534.905 $ | +154,7 % | 4.222.944 $ | +75.737 $ | +1,8 % | 4.147.207 $ | +161.524 $ | +4,1 % | |||
| Towne Trust Company, N.A | 10.714.930 $ | +1.376.372 $ | +14,7 % | 9.338.558 $ | +1.025.993 $ | +12,3 % | 8.312.565 $ | +1.973.277 $ | +31,1 % | 6.339.288 $ | +2.632.790 $ | +71,0 % |
| Cheviot Value Management, LLC | 10.708.338 $ | +2.092.755 $ | +24,3 % | 8.615.583 $ | +36.019 $ | +0,4 % | 8.579.564 $ | +496.128 $ | +6,1 % | 8.083.436 $ | -19.148 $ | -0,2 % |
| Sculati Wealth Management, LLC | 10.640.891 $ | +860.717 $ | +8,8 % | 9.780.174 $ | +376.485 $ | +4,0 % | 9.403.689 $ | +165.899 $ | +1,8 % | 9.237.790 $ | -911.367 $ | -9,0 % |
| BEACON ADVISORS HOLDINGS, LLC | 10.636.009 $ | +667.788 $ | +6,7 % | 9.968.221 $ | +606.248 $ | +6,5 % | 9.361.973 $ | |||||
| SVB WEALTH LLC | 9.017.829 $ | +7.115 $ | +0,1 % | 9.010.714 $ | -1.053.355 $ | -10,5 % | 10.064.069 $ | -543.080 $ | -5,1 % | 10.607.149 $ | -623.685 $ | -5,6 % |
| First Heartland Consultants, Inc. | 10.585.682 $ | +5.033.809 $ | +90,7 % | 5.551.873 $ | -851.911 $ | -13,3 % | 6.403.784 $ | +1.112.467 $ | +21,0 % | 5.291.317 $ | +251.804 $ | +5,0 % |
| Pine Valley Investments Ltd Liability Co | 10.573.294 $ | +1.894.304 $ | +21,8 % | 8.678.990 $ | +1.000.993 $ | +13,0 % | 7.677.997 $ | +586.023 $ | +8,3 % | 7.091.974 $ | +678.983 $ | +10,6 % |
| SevenBridge Financial Group, LLC | 10.538.700 $ | +513.216 $ | +5,1 % | 10.025.484 $ | +156.001 $ | +1,6 % | 9.869.483 $ | -158.136 $ | -1,6 % | 10.027.619 $ | -1.288.225 $ | -11,4 % |
| MeadowBrook Investment Advisors LLC | 10.519.430 $ | +2.000.142 $ | +23,5 % | 8.519.288 $ | +2.383.076 $ | +38,8 % | 6.136.212 $ | +155.429 $ | +2,6 % | 5.980.783 $ | +286.609 $ | +5,0 % |
| S&A Financial Services, Inc. | 10.475.674 $ | +1.418.514 $ | +15,7 % | 9.057.160 $ | ||||||||
| Decker Retirement Planning Inc. | 10.471.123 $ | +1.755.694 $ | +20,1 % | 8.715.429 $ | +1.366.318 $ | +18,6 % | 7.349.111 $ | +545.234 $ | +8,0 % | 6.803.877 $ | -126.162 $ | -1,8 % |
| Virtue Capital Management, LLC | 7.742.074 $ | +996.607 $ | +14,8 % | 6.745.467 $ | +470.515 $ | +7,5 % | 6.274.952 $ | -4.193.818 $ | -40,1 % | 10.468.770 $ | +2.907.491 $ | +38,5 % |
| Alaska Wealth Advisors, LLC | 10.460.286 $ | +2.342.598 $ | +28,9 % | 8.117.688 $ | +1.080.799 $ | +15,4 % | 7.036.889 $ | +796.097 $ | +12,8 % | 6.240.792 $ | +572.943 $ | +10,1 % |
| Beckerman Institutional, LLC | 10.457.308 $ | +572.908 $ | +5,8 % | 9.884.400 $ | +1.115.952 $ | +12,7 % | 8.768.448 $ | +242.254 $ | +2,8 % | 8.526.194 $ | +893.194 $ | +11,7 % |
| TOMPKINS FINANCIAL CORP | 1.490.857 $ | -161.491 $ | -9,8 % | 1.652.348 $ | -8.790.542 $ | -84,2 % | 10.442.890 $ | +1.735.731 $ | +19,9 % | 8.707.159 $ | +7.496.702 $ | +619,3 % |
| Milestones Private Investment Advisors LLC | 8.680.073 $ | +3.802.192 $ | +77,9 % | 4.877.881 $ | -4.632.950 $ | -48,7 % | 9.510.831 $ | -926.494 $ | -8,9 % | 10.437.325 $ | +705.282 $ | +7,2 % |
| Summit Global Investments | 10.421.000 $ | +673.000 $ | +6,9 % | 9.748.000 $ | +8.913.000 $ | +1.067,4 % | 835.000 $ | -211.000 $ | -20,2 % | 1.046.000 $ | +327.000 $ | +45,5 % |
| Annex Advisory Services, LLC | 7.578.154 $ | -313.534 $ | -4,0 % | 7.891.688 $ | -2.528.334 $ | -24,3 % | 10.420.022 $ | +8.396.721 $ | +415,0 % | 2.023.301 $ | -292.653 $ | -12,6 % |
| DUNCKER STREETT & CO INC | 10.376.532 $ | +1.413.658 $ | +15,8 % | 8.962.874 $ | -527.460 $ | -5,6 % | 9.490.334 $ | +110.290 $ | +1,2 % | 9.380.044 $ | +558.660 $ | +6,3 % |
| J. Mark Nickell & Co. | 5.909.729 $ | -4.463.762 $ | -43,0 % | 10.373.491 $ | +5.543.918 $ | +114,8 % | 4.829.573 $ | |||||
| Financial Designs Corp | 10.350.010 $ | +577.413 $ | +5,9 % | 9.772.597 $ | +349.331 $ | +3,7 % | 9.423.266 $ | +152.395 $ | +1,6 % | 9.270.871 $ | -183.468 $ | -1,9 % |
| Merkkuri Wealth Advisors LLC | 7.885.256 $ | -60.778 $ | -0,8 % | 7.946.034 $ | +787.209 $ | +11,0 % | 7.158.825 $ | -3.159.673 $ | -30,6 % | 10.318.498 $ | -70.730 $ | -0,7 % |
| Royal Fund Management, LLC | 10.310.707 $ | +1.479.000 $ | +16,7 % | 8.831.707 $ | -1.319.621 $ | -13,0 % | 10.151.328 $ | +6.564.143 $ | +183,0 % | 3.587.185 $ | -5.532.395 $ | -60,7 % |
| Global Financial Private Client, LLC | 10.278.904 $ | +859.571 $ | +9,1 % | 9.419.333 $ | +652.783 $ | +7,4 % | 8.766.550 $ | -325.012 $ | -3,6 % | 9.091.562 $ | -2.035.430 $ | -18,3 % |
| Hilltop Partners LLC | 8.357.469 $ | -1.897.719 $ | -18,5 % | 10.255.188 $ | +71.361 $ | +0,7 % | 10.183.827 $ | +9.803 $ | +0,1 % | 10.174.024 $ | +299.214 $ | +3,0 % |
| My Personal CFO, LLC | 2.952.218 $ | +369.519 $ | +14,3 % | 2.582.699 $ | -448.104 $ | -14,8 % | 3.030.803 $ | -7.214.520 $ | -70,4 % | 10.245.323 $ | +7.401.924 $ | +260,3 % |
| CARDIFF PARK ADVISORS, LLC | 10.216.185 $ | +951.213 $ | +10,3 % | 9.264.972 $ | -103.792 $ | -1,1 % | 9.368.764 $ | +347.225 $ | +3,8 % | 9.021.539 $ | +636.735 $ | +7,6 % |
| HOLDERNESS INVESTMENTS CO | 10.199.759 $ | +1.552.704 $ | +18,0 % | 8.647.055 $ | +872 $ | +0,0 % | 8.646.183 $ | +122.240 $ | +1,4 % | 8.523.943 $ | +617.607 $ | +7,8 % |
| Occidental Asset Management, LLC | 10.176.199 $ | +1.222.130 $ | +13,6 % | 8.954.069 $ | +1.769.042 $ | +24,6 % | 7.185.027 $ | +323.121 $ | +4,7 % | 6.861.906 $ | +705.872 $ | +11,5 % |
| TWO SIGMA SECURITIES, LLC | 6.481.375 $ | -2.368.558 $ | -26,8 % | 8.849.933 $ | +1.243.327 $ | +16,3 % | 7.606.606 $ | -2.566.082 $ | -25,2 % | 10.172.688 $ | -10.557 $ | -0,1 % |
| BANK HAPOALIM BM | 10.171.000 $ | +324.000 $ | +3,3 % | 9.847.000 $ | -11.918.000 $ | -54,8 % | ||||||
| Acropolis Investment Management, LLC | 10.168.762 $ | +969.733 $ | +10,5 % | 9.199.029 $ | +161.211 $ | +1,8 % | 9.037.818 $ | +878.286 $ | +10,8 % | 8.159.532 $ | +683.911 $ | +9,1 % |
| Purpose Unlimited Inc. | 10.156.453 $ | +329.900 $ | +3,4 % | 9.826.553 $ | +1.048.953 $ | +12,0 % | 8.777.600 $ | |||||
| Compass Wealth Management, LLC/GA | 8.815.858 $ | +471.933 $ | +5,7 % | 8.343.925 $ | -659.266 $ | -7,3 % | 9.003.191 $ | -1.145.788 $ | -11,3 % | 10.148.979 $ | +143.285 $ | +1,4 % |
| Carrera Capital Advisors | 10.143.562 $ | +3.744.740 $ | +58,5 % | 6.398.822 $ | +425.176 $ | +7,1 % | 5.973.646 $ | +484.892 $ | +8,8 % | 5.488.754 $ | +302.789 $ | +5,8 % |
| Stone Summit Wealth LLC | 10.134.594 $ | +1.375.903 $ | +15,7 % | 8.758.691 $ | +943.130 $ | +12,1 % | 7.815.561 $ | -182.863 $ | -2,3 % | 7.998.424 $ | +164.833 $ | +2,1 % |
| Cascade Financial Partners, LLC | 10.132.211 $ | +728.660 $ | +7,7 % | 9.403.551 $ | +352.423 $ | +3,9 % | 9.051.128 $ | -638.675 $ | -6,6 % | 9.689.803 $ | +668.305 $ | +7,4 % |
| Smithfield Trust Co | 10.114.000 $ | +634.000 $ | +6,7 % | 9.480.000 $ | +350.000 $ | +3,8 % | 9.130.000 $ | -59.000 $ | -0,6 % | 9.189.000 $ | +492.000 $ | +5,7 % |
| Fingerlakes Wealth Management, Inc. | 10.097.729 $ | +2.034.213 $ | +25,2 % | 8.063.516 $ | -197.960 $ | -2,4 % | 8.261.476 $ | +709.364 $ | +9,4 % | 7.552.112 $ | +1.520.244 $ | +25,2 % |
| Brookwood Investment Group LLC | 10.097.173 $ | +863.874 $ | +9,4 % | 9.233.299 $ | +2.283.528 $ | +32,9 % | 6.949.771 $ | +71.602 $ | +1,0 % | 6.878.169 $ | +775.143 $ | +12,7 % |
| Premier Private Wealth Management LLC | 10.088.188 $ | +1.253.696 $ | +14,2 % | 8.834.492 $ | +2.688.699 $ | +43,7 % | 6.145.793 $ | |||||
| CLEAR INVESTMENT RESEARCH, LLC | 10.074.725 $ | +558.251 $ | +5,9 % | 9.516.474 $ | +317.497 $ | +3,5 % | 9.198.977 $ | -280.339 $ | -3,0 % | 9.479.316 $ | -590.001 $ | -5,9 % |
| Worth Asset Management, LLC | 10.065.938 $ | +1.226.645 $ | +13,9 % | 8.839.293 $ | +3.280.012 $ | +59,0 % | 5.559.281 $ | +881.710 $ | +18,8 % | 4.677.571 $ | -504.347 $ | -9,7 % |
| WEDBUSH SECURITIES INC | 10.059.000 $ | +762.000 $ | +8,2 % | 9.297.000 $ | +585.000 $ | +6,7 % | 8.712.000 $ | +1.391.000 $ | +19,0 % | 7.321.000 $ | +315.000 $ | +4,5 % |
| Vantage Financial Partners, LLC | 10.053.520 $ | +20.533 $ | +0,2 % | 10.032.987 $ | +119.687 $ | +1,2 % | ||||||
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 10.041.900 $ | +781.721 $ | +8,4 % | 9.260.179 $ | +93.693 $ | +1,0 % | 9.166.486 $ | -473.960 $ | -4,9 % | 9.640.446 $ | +238.407 $ | +2,5 % |
| Tennessee Valley Asset Management Partners | 9.432.092 $ | -568.440 $ | -5,7 % | 10.000.532 $ | +579.396 $ | +6,1 % | 9.421.136 $ | -446.577 $ | -4,5 % | 9.867.713 $ | +1.534.974 $ | +18,4 % |
| FIRST MERCHANTS CORP | 9.218.802 $ | -124.853 $ | -1,3 % | 9.343.655 $ | +469.632 $ | +5,3 % | 8.874.023 $ | -1.115.988 $ | -11,2 % | 9.990.011 $ | -2.011.211 $ | -16,8 % |
| KLCM Advisors, Inc. | 9.975.893 $ | +1.452.838 $ | +17,0 % | 8.523.055 $ | +298.822 $ | +3,6 % | 8.224.233 $ | |||||
| Sensible Money, LLC | 9.968.401 $ | +1.202.459 $ | +13,7 % | 8.765.942 $ | +125.573 $ | +1,5 % | 8.640.369 $ | +547.993 $ | +6,8 % | 8.092.376 $ | +795.316 $ | +10,9 % |
| LifeSteps Financial, Inc. | 9.964.988 $ | +1.099.374 $ | +12,4 % | 8.865.614 $ | +677.728 $ | +8,3 % | 8.187.886 $ | +175.919 $ | +2,2 % | 8.011.967 $ | +502.652 $ | +6,7 % |
| AllGen Financial Advisors, Inc. | 9.942.522 $ | +6.894.549 $ | +226,2 % | 3.047.973 $ | -1.660.260 $ | -35,3 % | 4.708.233 $ | -468.346 $ | -9,0 % | 5.176.579 $ | -2.046.365 $ | -28,3 % |
| Hardin Capital Partners, LLC | 9.925.976 $ | +1.782.331 $ | +21,9 % | 8.143.645 $ | +643.302 $ | +8,6 % | 7.500.343 $ | +36.887 $ | +0,5 % | 7.463.456 $ | +241.347 $ | +3,3 % |
| O'Connor Financial Group LLC | 9.918.706 $ | +272.638 $ | +2,8 % | |||||||||
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 9.914.669 $ | +343.764 $ | +3,6 % | 9.570.905 $ | +30.389 $ | +0,3 % | 9.540.516 $ | -217.748 $ | -2,2 % | 9.758.264 $ | -278.330 $ | -2,8 % |
| PCA Investment Advisory Services Inc. | 9.361.709 $ | -422.774 $ | -4,3 % | 9.784.483 $ | +848.603 $ | +9,5 % | 8.935.880 $ | -974.718 $ | -9,8 % | 9.910.598 $ | +204.633 $ | +2,1 % |
| Yelin Lapidot Holdings Management Ltd. | 9.909.306 $ | +528.122 $ | +5,6 % | 9.381.184 $ | +618.160 $ | +7,1 % | 8.763.024 $ | +73.256 $ | +0,8 % | 8.689.768 $ | +355.456 $ | +4,3 % |
| Coquina Private Wealth LLC | 9.901.741 $ | +645.224 $ | +7,0 % | 9.256.517 $ | +965.079 $ | +11,6 % | 8.291.438 $ | |||||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8.574.026 $ | -1.326.148 $ | -13,4 % | 9.900.174 $ | +2.804.221 $ | +39,5 % | 7.095.953 $ | +4.223.895 $ | +147,1 % | 2.872.058 $ | +411.163 $ | +16,7 % |
| W.H. Cornerstone Investments Inc. | 8.382.214 $ | -1.151.798 $ | -12,1 % | 9.534.012 $ | -349.942 $ | -3,5 % | 9.883.954 $ | +517.355 $ | +5,5 % | 9.366.599 $ | +1.187.549 $ | +14,5 % |
| HOWE & RUSLING INC | 6.786.713 $ | -484.667 $ | -6,7 % | 7.271.380 $ | -2.594.483 $ | -26,3 % | 9.865.863 $ | +2.206.939 $ | +28,8 % | 7.658.924 $ | -687.497 $ | -8,2 % |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 9.352.402 $ | -445.590 $ | -4,5 % | 9.797.992 $ | +353.414 $ | +3,7 % | 9.444.578 $ | |||||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 9.786.000 $ | +5.252.907 $ | +115,9 % | 4.533.093 $ | ||||||||
| Ellevest, Inc. | 9.734.716 $ | +1.923.082 $ | +24,6 % | 7.811.634 $ | -421.606 $ | -5,1 % | 8.233.240 $ | +815.566 $ | +11,0 % | 7.417.674 $ | +391.368 $ | +5,6 % |
| Horizon Investments, LLC | 4.492.640 $ | -3.866.141 $ | -46,3 % | 8.358.781 $ | +4.745.064 $ | +131,3 % | 3.613.717 $ | -6.108.931 $ | -62,8 % | 9.722.648 $ | -14.302.552 $ | -59,5 % |
| Momentum Wealth Planning, LLC | 7.611.390 $ | -2.104.595 $ | -21,7 % | 9.715.985 $ | +3.256.595 $ | +50,4 % | 6.459.390 $ | -366.705 $ | -5,4 % | 6.826.095 $ | +247.859 $ | +3,8 % |
| Bauman Advisory Group, LLC | 2.010.455 $ | -4.116.290 $ | -67,2 % | 6.126.745 $ | -3.575.547 $ | -36,9 % | 9.702.292 $ | |||||
| Prostatis Group LLC | 5.338.317 $ | +222.944 $ | +4,4 % | 5.115.373 $ | -4.581.849 $ | -47,2 % | 9.697.222 $ | +1.626.637 $ | +20,2 % | 8.070.585 $ | -2.376.715 $ | -22,7 % |
| Nabity-Jensen Investment Management Inc | 8.689.592 $ | +1.055.838 $ | +13,8 % | 7.633.754 $ | -2.047.749 $ | -21,2 % | 9.681.503 $ | +286.968 $ | +3,1 % | 9.394.535 $ | +490.718 $ | +5,5 % |
| Oldfather Financial Services, LLC | 9.656.074 $ | +182.067 $ | +1,9 % | 9.474.007 $ | +626.773 $ | +7,1 % | ||||||
| Keel Point, LLC | 9.650.930 $ | +4.037.555 $ | +71,9 % | 5.613.375 $ | +78.326 $ | +1,4 % | 5.535.049 $ | -19.026 $ | -0,3 % | 5.554.075 $ | +490.616 $ | +9,7 % |
| BLVD Private Wealth, LLC | 3.312.072 $ | -547.246 $ | -14,2 % | 3.859.318 $ | -5.781.613 $ | -60,0 % | 9.640.931 $ | +808.812 $ | +9,2 % | 8.832.119 $ | +570.563 $ | +6,9 % |
| Addison Capital Co | 9.122.519 $ | +2.477.714 $ | +37,3 % | 6.644.805 $ | -2.993.096 $ | -31,1 % | 9.637.901 $ | +9.126.804 $ | +1.785,7 % | 511.097 $ | -222.373 $ | -30,3 % |
| Equita Financial Network, Inc. | 9.627.082 $ | +1.159.847 $ | +13,7 % | 8.467.235 $ | -480.340 $ | -5,4 % | 8.947.575 $ | +1.074.436 $ | +13,6 % | 7.873.139 $ | +406.126 $ | +5,4 % |
| Kuhn & Co Investment Counsel | 9.625.407 $ | +693.694 $ | +7,8 % | 8.931.713 $ | +1.006.290 $ | +12,7 % | 7.925.423 $ | +597.133 $ | +8,1 % | 7.328.290 $ | +454.524 $ | +6,6 % |
| Vanguard Personalized Indexing Management, LLC | 9.077.043 $ | +1.121.703 $ | +14,1 % | 7.955.340 $ | -1.209.789 $ | -13,2 % | 9.165.129 $ | -454.526 $ | -4,7 % | 9.619.655 $ | +737.479 $ | +8,3 % |
| Secure Asset Management, LLC | 873.974 $ | -8.732.269 $ | -90,9 % | 9.606.243 $ | +430.338 $ | +4,7 % | 9.175.905 $ | +1.847.816 $ | +25,2 % | 7.328.089 $ | +2.569.883 $ | +54,0 % |
| BRADLEY FOSTER & SARGENT INC/CT | 8.257.133 $ | -411.880 $ | -4,8 % | 8.669.013 $ | -929.825 $ | -9,7 % | 9.598.838 $ | +699.255 $ | +7,9 % | 8.899.583 $ | +643.577 $ | +7,8 % |
| Yoder Wealth Management, Inc. | 9.592.376 $ | +458.901 $ | +5,0 % | 9.133.475 $ | +121.716 $ | +1,4 % | 9.011.759 $ | +266.892 $ | +3,1 % | 8.744.867 $ | +489.659 $ | +5,9 % |
| Raine Group LLC | 7.481.317 $ | -358.185 $ | -4,6 % | 7.839.502 $ | -1.748.601 $ | -18,2 % | 9.588.103 $ | +705.018 $ | +7,9 % | |||
| Gross & Hartman Investments LLC | 9.532.167 $ | +1.148.826 $ | +13,7 % | 8.383.341 $ | +721.404 $ | +9,4 % | 7.661.937 $ | |||||
| Daviman Financial, LLC | 9.523.861 $ | +22.748 $ | +0,2 % | 9.501.113 $ | +119.930 $ | +1,3 % | 9.381.183 $ | |||||
| GC Wealth Management RIA, LLC | 5.576.930 $ | -798.716 $ | -12,5 % | 6.375.646 $ | +1.425.988 $ | +28,8 % | 4.949.658 $ | -4.509.462 $ | -47,7 % | 9.459.120 $ | +7.227.579 $ | +323,9 % |
| Etesian Wealth Advisors, Inc. | 9.446.901 $ | +860.643 $ | +10,0 % | 8.586.258 $ | +851.972 $ | +11,0 % | 7.734.286 $ | +791.973 $ | +11,4 % | 6.942.313 $ | +1.322.695 $ | +23,5 % |
| OPTIMA CAPITAL LLC | 5.142.342 $ | +141.368 $ | +2,8 % | 5.000.974 $ | -176.246 $ | -3,4 % | 5.177.220 $ | -4.268.182 $ | -45,2 % | 9.445.402 $ | +3.582.506 $ | +61,1 % |
| Magnus Financial Group LLC | 5.362.167 $ | +410.542 $ | +8,3 % | 4.951.625 $ | -4.485.013 $ | -47,5 % | 9.436.638 $ | +1.715.419 $ | +22,2 % | 7.721.219 $ | +1.705.691 $ | +28,4 % |
| RETIREMENT PLANNING GROUP, LLC / NY | 9.421.538 $ | +1.634.091 $ | +21,0 % | 7.787.447 $ | +1.453.157 $ | +22,9 % | 6.334.290 $ | +1.950.860 $ | +44,5 % | 4.383.430 $ | +1.257.217 $ | +40,2 % |
| Sagace Wealth Management LLC | 9.396.548 $ | +174.805 $ | +1,9 % | 9.221.743 $ | +1.801.182 $ | +24,3 % | 7.420.561 $ | -105.820 $ | -1,4 % | 7.526.381 $ | +2.168.113 $ | +40,5 % |
| Avalon Advisory Group | 9.392.528 $ | +1.102.202 $ | +13,3 % | 8.290.326 $ | -119.614 $ | -1,4 % | 8.409.940 $ | +214.346 $ | +2,6 % | 8.195.594 $ | +479.861 $ | +6,2 % |
| Elevated Financial Group LLC | 8.433.094 $ | -947.249 $ | -10,1 % | 9.380.343 $ | +182.773 $ | +2,0 % | 9.197.570 $ | |||||
| MA Private Wealth | 9.359.165 $ | +1.089.373 $ | +13,2 % | 8.269.792 $ | -129.063 $ | -1,5 % | 8.398.855 $ | +419.053 $ | +5,3 % | 7.979.802 $ | +733.698 $ | +10,1 % |
| WESBANCO BANK INC | 8.624.285 $ | +394.912 $ | +4,8 % | 8.229.373 $ | +132.589 $ | +1,6 % | 8.096.784 $ | -1.212.352 $ | -13,0 % | 9.309.136 $ | +408.317 $ | +4,6 % |
| Greenspring Advisors, LLC | 9.277.663 $ | +1.062.249 $ | +12,9 % | 8.215.414 $ | +1.081.760 $ | +15,2 % | 7.133.654 $ | +5.464.210 $ | +327,3 % | 1.669.444 $ | ||
| Perissos Private Wealth Management, LLC | 9.256.433 $ | +1.563.178 $ | +20,3 % | 7.693.255 $ | +43.664 $ | +0,6 % | 7.649.591 $ | +364.922 $ | +5,0 % | 7.284.669 $ | +862.564 $ | +13,4 % |
| NYL Investors LLC | 9.249.684 $ | +794.346 $ | +9,4 % | 8.455.338 $ | -330.181 $ | -3,8 % | 8.785.519 $ | +164.554 $ | +1,9 % | 8.620.965 $ | +399.139 $ | +4,9 % |
| Coordinated Financial Services, Inc. | 9.243.251 $ | +718.753 $ | +8,4 % | 8.524.498 $ | +884.184 $ | +11,6 % | 7.640.314 $ | +564.272 $ | +8,0 % | |||
| Accredited Wealth Management, LLC | 9.242.184 $ | +784.376 $ | +9,3 % | |||||||||
| Roof Eidam Maycock Peralta, LLC | 9.228.918 $ | +1.260.047 $ | +15,8 % | 7.968.871 $ | +148.799 $ | +1,9 % | 7.820.072 $ | -42.813 $ | -0,5 % | 7.862.885 $ | +786.671 $ | +11,1 % |
| WEALTHGARDEN F.S. LLC | 9.192.902 $ | +203.647 $ | +2,3 % | 8.989.255 $ | +134.137 $ | +1,5 % | 8.855.118 $ | +505.588 $ | +6,1 % | 8.349.530 $ | +943.455 $ | +12,7 % |
| CLIENT 1ST ADVISORY GROUP, LLC | 9.192.010 $ | +300.148 $ | +3,4 % | 8.891.862 $ | +161.837 $ | +1,9 % | 8.730.025 $ | +655.029 $ | +8,1 % | 8.074.996 $ | +225.850 $ | +2,9 % |
| FFG RETIREMENT ADVISORS LLC | 8.020.058 $ | -1.167.985 $ | -12,7 % | 9.188.043 $ | +636.329 $ | +7,4 % | 8.551.714 $ | -113.598 $ | -1,3 % | 8.665.312 $ | -887.025 $ | -9,3 % |
| Addison Advisors LLC | 5.168.603 $ | -4.007.614 $ | -43,7 % | 9.176.217 $ | +192.678 $ | +2,1 % | 8.983.539 $ | +128.177 $ | +1,4 % | 8.855.362 $ | +523.735 $ | +6,3 % |
| FSC Wealth Advisors, LLC | 4.805.114 $ | -4.361.042 $ | -47,6 % | 9.166.156 $ | +545.096 $ | +6,3 % | ||||||
| Front Row Advisors LLC | 9.142.516 $ | +1.293.339 $ | +16,5 % | 7.849.177 $ | -20.285 $ | -0,3 % | 7.869.462 $ | +119.307 $ | +1,5 % | 7.750.155 $ | +420.510 $ | +5,7 % |
| Karras Company, Inc. | 9.127.610 $ | +61.928 $ | +0,7 % | 9.065.682 $ | +792.592 $ | +9,6 % | 8.273.090 $ | |||||
| Cypress Point Wealth Management, LLC | 9.121.970 $ | +820.859 $ | +9,9 % | 8.301.111 $ | +268.864 $ | +3,3 % | 8.032.247 $ | -51.657 $ | -0,6 % | 8.083.904 $ | +467.396 $ | +6,1 % |
| Envision Financial Planning, LLC | 9.121.403 $ | |||||||||||
| FIRST NATIONAL BANK SIOUX FALLS | 9.120.133 $ | +0 $ | +0,0 % | 9.120.133 $ | +254.702 $ | +2,9 % | 8.865.431 $ | +221.778 $ | +2,6 % | 8.643.653 $ | +669.615 $ | +8,4 % |
| MUIRFIELD WEALTH ADVISORS LLC | 9.035.652 $ | +726.923 $ | +8,7 % | 8.308.729 $ | +22.801 $ | +0,3 % | 8.285.928 $ | -150.990 $ | -1,8 % | 8.436.918 $ | +493.694 $ | +6,2 % |
| ARVEST INVESTMENTS, INC. | 8.991.115 $ | +2.089.085 $ | +30,3 % | 6.902.030 $ | +483.273 $ | +7,5 % | 6.418.757 $ | -120.255 $ | -1,8 % | 6.539.012 $ | -29.141 $ | -0,4 % |
| Heritage Family Offices, LLP | 8.952.495 $ | +2.541.066 $ | +39,6 % | 6.411.429 $ | +3.358.595 $ | +110,0 % | 3.052.834 $ | +1.925.900 $ | +170,9 % | 1.126.934 $ | -6.716 $ | -0,6 % |
| Pacific Excel Wealth Advisors, Inc. | 8.952.489 $ | |||||||||||
| CARRET ASSET MANAGEMENT, LLC | 8.949.660 $ | +1.145.863 $ | +14,7 % | 7.803.797 $ | +247.346 $ | +3,3 % | 7.556.451 $ | +690.089 $ | +10,1 % | 6.866.362 $ | +483.617 $ | +7,6 % |
| Capital Advisors, Ltd. LLC | 8.947.000 $ | +1.591.000 $ | +21,6 % | 7.356.000 $ | +736.000 $ | +11,1 % | 6.620.000 $ | +433.000 $ | +7,0 % | 6.187.000 $ | +480.000 $ | +8,4 % |
| TITLEIST ASSET MANAGEMENT, LLC | 7.592.443 $ | +507.718 $ | +7,2 % | 7.084.725 $ | -1.854.936 $ | -20,7 % | 8.939.661 $ | +1.020.557 $ | +12,9 % | 7.919.104 $ | +1.384.314 $ | +21,2 % |
| Laird Norton Wetherby Trust Company, LLC | 8.928.430 $ | +1.962.773 $ | +28,2 % | 6.965.657 $ | -692.081 $ | -9,0 % | 7.657.738 $ | +7.337.180 $ | +2.288,9 % | 320.558 $ | ||
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 8.553.000 $ | +679.000 $ | +8,6 % | 7.874.000 $ | +95.000 $ | +1,2 % | 7.779.000 $ | -1.123.000 $ | -12,6 % | 8.902.000 $ | +68.000 $ | +0,8 % |
| FOCUSED ALPHA, LLC | 8.897.279 $ | +2.249.320 $ | +33,8 % | 6.647.959 $ | +432.035 $ | +7,0 % | 6.215.924 $ | |||||
| CWA Asset Management Group, LLC | 7.792.722 $ | -1.100.444 $ | -12,4 % | 8.893.166 $ | +3.628.638 $ | +68,9 % | 5.264.528 $ | +507.750 $ | +10,7 % | 4.756.778 $ | +779.373 $ | +19,6 % |
| NCM Capital Management, LLC | 8.882.658 $ | +835.951 $ | +10,4 % | 8.046.707 $ | +842.958 $ | +11,7 % | 7.203.749 $ | +186.945 $ | +2,7 % | 7.016.804 $ | +103.859 $ | +1,5 % |
| Cadence Wealth Management LLC | 8.871.598 $ | +1.412.375 $ | +18,9 % | 7.459.223 $ | +324.439 $ | +4,5 % | 7.134.784 $ | +705.253 $ | +11,0 % | 6.429.531 $ | +839.784 $ | +15,0 % |
| Crossmark Global Holdings, Inc. | 8.863.909 $ | +77.328 $ | +0,9 % | |||||||||
| Aventus Investment Advisors, Inc. | 5.354.319 $ | -1.772.002 $ | -24,9 % | 7.126.321 $ | -1.735.757 $ | -19,6 % | 8.862.078 $ | +1.820.407 $ | +25,9 % | 7.041.671 $ | -147.757 $ | -2,1 % |
| Geometric Wealth Advisors | 8.858.002 $ | +611.554 $ | +7,4 % | 8.246.448 $ | +738.207 $ | +9,8 % | 7.508.241 $ | +371.631 $ | +5,2 % | 7.136.610 $ | +1.061.534 $ | +17,5 % |
| CVFG LLC | 8.851.869 $ | +753.062 $ | +9,3 % | 8.098.807 $ | +7.372.778 $ | +1.015,5 % | 726.029 $ | +214.448 $ | +41,9 % | 511.581 $ | +43.286 $ | +9,2 % |
| Alternative Investment Advisors, LLC. | 8.844.740 $ | +5.781.908 $ | +188,8 % | 3.062.832 $ | -174.666 $ | -5,4 % | 3.237.498 $ | -200.758 $ | -5,8 % | |||
| Sollinda Capital Management LLC | 8.843.735 $ | +1.294.522 $ | +17,1 % | 7.549.213 $ | +801.606 $ | +11,9 % | 6.747.607 $ | +1.016.238 $ | +17,7 % | 5.731.369 $ | +1.186.646 $ | +26,1 % |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8.678.678 $ | +237.720 $ | +2,8 % | 8.440.958 $ | +616.029 $ | +7,9 % | 7.824.929 $ | -1.018.606 $ | -11,5 % | 8.843.535 $ | -13.454 $ | -0,2 % |
| Midwestern Financial, LLC /IA | 8.820.317 $ | +1.261.926 $ | +16,7 % | 7.558.391 $ | +295.764 $ | +4,1 % | 7.262.627 $ | -121.867 $ | -1,7 % | 7.384.494 $ | +301.271 $ | +4,3 % |
| KMG FIDUCIARY PARTNERS, LLC | 7.277.619 $ | +914.861 $ | +14,4 % | 6.362.758 $ | -72.009 $ | -1,1 % | 6.434.767 $ | -2.385.482 $ | -27,0 % | 8.820.249 $ | +189.831 $ | +2,2 % |
| Baring Financial LLC | 8.818.335 $ | +1.024.606 $ | +13,1 % | 7.793.729 $ | +216.901 $ | +2,9 % | 7.576.828 $ | +2.738.920 $ | +56,6 % | 4.837.908 $ | +757.268 $ | +18,6 % |
| Chesley Taft & Associates LLC | 8.813.090 $ | +942.241 $ | +12,0 % | 7.870.849 $ | -189.232 $ | -2,3 % | 8.060.081 $ | +2.399.436 $ | +42,4 % | 5.660.645 $ | +502.187 $ | +9,7 % |
| TrueWealth Advisors, LLC | 8.742.442 $ | +443.013 $ | +5,3 % | 8.299.429 $ | +92.520 $ | +1,1 % | 8.206.909 $ | -585.680 $ | -6,7 % | 8.792.589 $ | +266.002 $ | +3,1 % |
| St. Clair Advisors, LLC | 8.792.289 $ | |||||||||||
| Strategic Investment Solutions, Inc. /IL | 8.785.823 $ | +1.462.308 $ | +20,0 % | 7.323.515 $ | -179.412 $ | -2,4 % | 7.502.927 $ | -329.795 $ | -4,2 % | 7.832.722 $ | -147.732 $ | -1,9 % |
| Shearwater Capital LLC | 8.765.228 $ | +1.108.910 $ | +14,5 % | 7.656.318 $ | +5.499.494 $ | +255,0 % | 2.156.824 $ | +1.153 $ | +0,1 % | 2.155.671 $ | +45.474 $ | +2,2 % |
| PATTEN & PATTEN INC/TN | 8.758.984 $ | +1.224.371 $ | +16,2 % | 7.534.613 $ | +346.929 $ | +4,8 % | 7.187.684 $ | -202.507 $ | -2,7 % | 7.390.191 $ | +254.724 $ | +3,6 % |
| ATLas Financial Planning LLC | 8.750.650 $ | +642.376 $ | +7,9 % | 8.108.274 $ | +553.116 $ | +7,3 % | 7.555.158 $ | |||||
| DDD Partners, LLC | 4.354.569 $ | -4.385.964 $ | -50,2 % | 8.740.533 $ | +26.255 $ | +0,3 % | 8.714.278 $ | +408.774 $ | +4,9 % | 8.305.504 $ | -29.846.430 $ | -78,2 % |
| Institute for Wealth Management, LLC. | 8.730.722 $ | +1.228.632 $ | +16,4 % | 7.502.090 $ | -761.968 $ | -9,2 % | 8.264.058 $ | +143.329 $ | +1,8 % | 8.120.729 $ | +309.284 $ | +4,0 % |
| Glenmede Investment Management, LP | 8.709.014 $ | -537.779 $ | -5,8 % | |||||||||
| OUTFITTERS FINANCIAL LLC | 8.679.135 $ | +1.245.031 $ | +16,7 % | 7.434.104 $ | -86.689 $ | -1,2 % | 7.520.793 $ | -45.194 $ | -0,6 % | 7.565.987 $ | +487.311 $ | +6,9 % |
| Kozak & Associates, Inc. | 8.658.386 $ | +8.226.122 $ | +1.903,0 % | 432.264 $ | +146.307 $ | +51,2 % | 285.957 $ | -130.262 $ | -31,3 % | 416.219 $ | -9.913 $ | -2,3 % |
| PINNACLE FINANCIAL PARTNERS INC | 8.641.999 $ | -1.678.888 $ | -16,3 % | |||||||||
| PITCAIRN CO | 8.609.146 $ | +73.257 $ | +0,9 % | |||||||||
| Fonville Wealth Management LLC | 8.603.866 $ | +1.049.738 $ | +13,9 % | 7.554.128 $ | -88.832 $ | -1,2 % | 7.642.960 $ | -5.347 $ | -0,1 % | 7.648.307 $ | +386.245 $ | +5,3 % |
| Magnolia Private Wealth, LLC | 7.522.869 $ | -337.032 $ | -4,3 % | 7.859.901 $ | -107.183 $ | -1,3 % | 7.967.084 $ | -598.962 $ | -7,0 % | 8.566.046 $ | -171.742 $ | -2,0 % |
| XCELSIOR ADVISOR PARTNERS LLC | 8.564.768 $ | +1.989.400 $ | +30,3 % | 6.575.368 $ | +771.646 $ | +13,3 % | 5.803.722 $ | |||||
| Pinnacle Wealth Planning Services, Inc. | 8.557.496 $ | +1.053.042 $ | +14,0 % | 7.504.454 $ | -259.670 $ | -3,3 % | 7.764.124 $ | +407.964 $ | +5,5 % | 7.356.160 $ | +172.414 $ | +2,4 % |
| GENESIS PRIVATE WEALTH, LLC | 8.532.871 $ | +1.286.098 $ | +17,7 % | 7.246.773 $ | +224.956 $ | +3,2 % | 7.021.817 $ | +911.776 $ | +14,9 % | 6.110.041 $ | +596.913 $ | +10,8 % |
| SlateStone Wealth, LLC | 7.925.000 $ | +18.000 $ | +0,2 % | 7.907.000 $ | -613.000 $ | -7,2 % | 8.520.000 $ | +3.365.000 $ | +65,3 % | 5.155.000 $ | -625.000 $ | -10,8 % |
| ALPHA CAPITAL ADVISORS INC /ADV | 8.517.775 $ | +923.734 $ | +12,2 % | 7.594.041 $ | +211.585 $ | +2,9 % | 7.382.456 $ | |||||
| Safeguard Investment Advisory Group, LLC | 8.516.893 $ | +1.782.012 $ | +26,5 % | 6.734.881 $ | +2.738.162 $ | +68,5 % | 3.996.719 $ | -138.766 $ | -3,4 % | 4.135.485 $ | +235.079 $ | +6,0 % |
| FourThought Financial Partners, LLC | 6.601.500 $ | +781.931 $ | +13,4 % | 5.819.569 $ | -2.688.494 $ | -31,6 % | 8.508.063 $ | +6.474.189 $ | +318,3 % | 2.033.874 $ | +73.301 $ | +3,7 % |
| Capital Square, LLC | 8.172.228 $ | -330.050 $ | -3,9 % | 8.502.278 $ | +3.650.648 $ | +75,2 % | 4.851.630 $ | +303.849 $ | +6,7 % | 4.547.781 $ | -862.154 $ | -15,9 % |
| MERIDIAN INVESTMENT COUNSEL INC. | 8.494.245 $ | +1.507.562 $ | +21,6 % | 6.986.683 $ | +543.224 $ | +8,4 % | 6.443.459 $ | +404.512 $ | +6,7 % | 6.038.947 $ | +3.223.507 $ | +114,5 % |
| CYPRESS FINANCIAL PLANNING LLC | 8.491.977 $ | +1.493.929 $ | +21,3 % | 6.998.048 $ | -501.227 $ | -6,7 % | 7.499.275 $ | +6.407.481 $ | +586,9 % | 1.091.794 $ | +43.870 $ | +4,2 % |
| Grove Bank & Trust | 270.907 $ | -30.210 $ | -10,0 % | 301.117 $ | -8.176.774 $ | -96,4 % | 8.477.891 $ | +322.143 $ | +3,9 % | 8.155.748 $ | +1.162.470 $ | +16,6 % |
| Emerald Advisors, LLC | 8.447.263 $ | +574.737 $ | +7,3 % | 7.872.526 $ | +519.345 $ | +7,1 % | 7.353.181 $ | +313.617 $ | +4,5 % | 7.039.564 $ | +439.224 $ | +6,7 % |
| MEITAV INVESTMENT HOUSE LTD | 8.439.171 $ | |||||||||||
| GenTrust, LLC | 8.438.371 $ | +2.420.273 $ | +40,2 % | 6.018.098 $ | +2.532.911 $ | +72,7 % | 3.485.187 $ | -33.393 $ | -0,9 % | 3.518.580 $ | -1.260.498 $ | -26,4 % |
| Mach-1 Financial Group, LLC | 669.287 $ | +124.873 $ | +22,9 % | 544.414 $ | -143.048 $ | -20,8 % | 687.462 $ | -7.745.373 $ | -91,8 % | 8.432.835 $ | +7.934.678 $ | +1.592,8 % |
| Wealthcare Capital Partners, LLC | 8.419.257 $ | +1.524.200 $ | +22,1 % | 6.895.057 $ | -28.828 $ | -0,4 % | 6.923.885 $ | -274.986 $ | -3,8 % | 7.198.871 $ | +374.429 $ | +5,5 % |
| AMERICAN CENTURY COMPANIES INC | 1.107.933 $ | -7.307.772 $ | -86,8 % | 8.415.705 $ | +5.082.594 $ | +152,5 % | 3.333.111 $ | -2.579.880 $ | -43,6 % | 5.912.991 $ | +2.034.121 $ | +52,4 % |
| MAIRS & POWER INC | 8.412.916 $ | +1.098.637 $ | +15,0 % | 7.314.279 $ | -259.404 $ | -3,4 % | 7.573.683 $ | +158.648 $ | +2,1 % | 7.415.035 $ | +526.543 $ | +7,6 % |
| VERITY Wealth Advisors | 7.290.390 $ | +1.272.970 $ | +21,2 % | 6.017.420 $ | -2.374.590 $ | -28,3 % | 8.392.010 $ | +176.141 $ | +2,1 % | 8.215.869 $ | +414.327 $ | +5,3 % |
| Caitlin John, LLC | 2.932.142 $ | -5.459.355 $ | -65,1 % | 8.391.497 $ | +1.883.983 $ | +29,0 % | 6.507.514 $ | +5.750.931 $ | +760,1 % | 756.583 $ | ||
| Somerset Group LLC | 8.378.380 $ | +698.923 $ | +9,1 % | 7.679.457 $ | +228.051 $ | +3,1 % | 7.451.406 $ | +387.812 $ | +5,5 % | 7.063.594 $ | +667.512 $ | +10,4 % |
| Snider Financial Group | 7.932.488 $ | +1.268.206 $ | +19,0 % | 6.664.282 $ | -1.619.630 $ | -19,6 % | 8.283.912 $ | -91.757 $ | -1,1 % | 8.375.669 $ | +742.884 $ | +9,7 % |
| DT Investment Partners, LLC | 8.132.170 $ | -228.246 $ | -2,7 % | 8.360.416 $ | +913.717 $ | +12,3 % | 7.446.699 $ | -224.146 $ | -2,9 % | 7.670.845 $ | +7.646.108 $ | +30.909,6 % |
| PlanVest Financial, Inc | 8.357.741 $ | +278.227 $ | +3,4 % | 8.079.514 $ | ||||||||
| John W. Brooker & Co., CPAs | 7.910.369 $ | +883.331 $ | +12,6 % | 7.027.038 $ | -343.210 $ | -4,7 % | 7.370.248 $ | -960.514 $ | -11,5 % | 8.330.762 $ | +999.135 $ | +13,6 % |
| SHEPHERD KAPLAN KROCHUK, LLC | 5.460.645 $ | -28.854 $ | -0,5 % | 5.489.499 $ | +62.856 $ | +1,2 % | 5.426.643 $ | -2.903.242 $ | -34,9 % | 8.329.885 $ | +124.063 $ | +1,5 % |
| Cambria Investment Management, L.P. | 8.328.185 $ | +1.521.548 $ | +22,4 % | 6.806.637 $ | -922.665 $ | -11,9 % | 7.729.302 $ | +1.701.213 $ | +28,2 % | 6.028.089 $ | +1.175.841 $ | +24,2 % |
| ASSET PLANNING CORPORATION | 8.307.878 $ | +746.244 $ | +9,9 % | |||||||||
| Adams Asset Advisors, LLC | 8.287.148 $ | +325.215 $ | +4,1 % | 7.961.933 $ | +141.585 $ | +1,8 % | 7.820.348 $ | +2.729 $ | +0,0 % | 7.817.619 $ | +314.893 $ | +4,2 % |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 8.270.911 $ | +511.536 $ | +6,6 % | 7.759.375 $ | +559.568 $ | +7,8 % | 7.199.807 $ | -937.436 $ | -11,5 % | 8.137.243 $ | -1.324.048 $ | -14,0 % |
| Cordant, Inc. | 8.261.712 $ | +1.392.172 $ | +20,3 % | 6.869.540 $ | -234.569 $ | -3,3 % | 7.104.109 $ | +45.785 $ | +0,6 % | 7.058.324 $ | +474.974 $ | +7,2 % |
| OMC Financial Services LTD | 8.241.696 $ | +171.833 $ | +2,1 % | 8.069.863 $ | +526.284 $ | +7,0 % | 7.543.579 $ | +312.967 $ | +4,3 % | 7.230.612 $ | +1.941.735 $ | +36,7 % |
| SIERRA OCEAN, LLC | 8.210.126 $ | +931.349 $ | +12,8 % | 7.278.777 $ | -116.634 $ | -1,6 % | 7.395.411 $ | +79.676 $ | +1,1 % | 7.315.735 $ | -1.351.728 $ | -15,6 % |
| Go Invest LLC | 1.861.532 $ | +691.227 $ | +59,1 % | 1.170.305 $ | -7.035.101 $ | -85,7 % | 8.205.406 $ | |||||
| Mattern Wealth Management LLC | 8.200.989 $ | +7.761.301 $ | +1.765,2 % | 439.688 $ | -156.074 $ | -26,2 % | 595.762 $ | +2.871 $ | +0,5 % | 592.891 $ | +65.089 $ | +12,3 % |
| Hendershot Investments Inc. | 8.193.799 $ | +1.039.059 $ | +14,5 % | 7.154.740 $ | +452.067 $ | +6,7 % | 6.702.673 $ | +81.655 $ | +1,2 % | 6.621.018 $ | +348.289 $ | +5,6 % |
| Noble Wealth Partners LLC | 8.180.250 $ | |||||||||||
| Richard P Slaughter Associates Inc | 8.178.139 $ | +3.102.249 $ | +61,1 % | 5.075.890 $ | +4.868.883 $ | +2.352,0 % | 207.007 $ | -275.059 $ | -57,1 % | 482.066 $ | -56.438 $ | -10,5 % |
| National Wealth Management Group, LLC | 8.160.779 $ | +2.155.710 $ | +35,9 % | 6.005.069 $ | +359.331 $ | +6,4 % | 5.645.738 $ | +505.920 $ | +9,8 % | 5.139.818 $ | +1.032.621 $ | +25,1 % |
| MERIDIAN MANAGEMENT CO | 8.148.743 $ | +991.792 $ | +13,9 % | 7.156.951 $ | -809.690 $ | -10,2 % | 7.966.641 $ | +53.401 $ | +0,7 % | 7.913.240 $ | -320.829 $ | -3,9 % |
| Pinion Investment Advisors, LLC | 8.143.899 $ | +871.439 $ | +12,0 % | 7.272.460 $ | +1.408.319 $ | +24,0 % | 5.864.141 $ | -2.069.327 $ | -26,1 % | 7.933.468 $ | +2.626.091 $ | +49,5 % |
| 10Elms LLP | 8.134.542 $ | +2.720.602 $ | +50,3 % | 5.413.940 $ | +2.292.399 $ | +73,4 % | 3.121.541 $ | -307.077 $ | -9,0 % | 3.428.618 $ | +172.023 $ | +5,3 % |
| Piedmont Capital Management, LLC/NC | 8.117.031 $ | +954.487 $ | +13,3 % | 7.162.544 $ | +58.813 $ | +0,8 % | 7.103.731 $ | |||||
| Millennium Capital Advisors, LLC | 8.112.756 $ | +784.855 $ | +10,7 % | 7.327.901 $ | -199.063 $ | -2,6 % | 7.526.964 $ | -437.020 $ | -5,5 % | 7.963.984 $ | +79.998 $ | +1,0 % |
| Stratos Investment Management, LLC | 8.106.913 $ | +735.203 $ | +10,0 % | 7.371.710 $ | +32.803 $ | +0,4 % | 7.338.907 $ | -380.007 $ | -4,9 % | 7.718.914 $ | -183.988 $ | -2,3 % |
| SG Americas Securities, LLC | 8.080.000 $ | +7.831.000 $ | +3.145,0 % | 249.000 $ | +209.000 $ | +522,5 % | 40.000 $ | -240.000 $ | -85,7 % | |||
| Crewe Advisors LLC | 8.072.034 $ | +873.094 $ | +12,1 % | 7.198.940 $ | +416.646 $ | +6,1 % | 6.782.294 $ | -96.514 $ | -1,4 % | 6.878.808 $ | +397.089 $ | +6,1 % |
| V2 Financial group LLC | 8.071.048 $ | +6.564.347 $ | +435,7 % | 1.506.701 $ | +541.165 $ | +56,0 % | 965.536 $ | |||||
| Stockman Wealth Management, Inc. | 8.068.816 $ | +322.068 $ | +4,2 % | 7.746.748 $ | +65.987 $ | +0,9 % | 7.680.761 $ | +136.994 $ | +1,8 % | 7.543.767 $ | +161.315 $ | +2,2 % |
| High Net Worth Advisory Group LLC | 8.065.565 $ | +424.947 $ | +5,6 % | 7.640.618 $ | +628.646 $ | +9,0 % | 7.011.972 $ | +44.376 $ | +0,6 % | 6.967.596 $ | +505.006 $ | +7,8 % |
| Apeiron RIA LLC | 2.656.809 $ | -1.248.625 $ | -32,0 % | 3.905.434 $ | +161.938 $ | +4,3 % | 3.743.496 $ | -4.300.812 $ | -53,5 % | 8.044.308 $ | +1.200.164 $ | +17,5 % |
| Twele Capital Management, Inc. | 8.042.409 $ | +643.801 $ | +8,7 % | 7.398.608 $ | +26.597 $ | +0,4 % | 7.372.011 $ | +123.083 $ | +1,7 % | 7.248.928 $ | +335.314 $ | +4,9 % |
| RVW Wealth, LLC | 7.746.502 $ | +963.478 $ | +14,2 % | 6.783.024 $ | -998.049 $ | -12,8 % | 7.781.073 $ | -238.234 $ | -3,0 % | 8.019.307 $ | +194.795 $ | +2,5 % |
| Private Advisory Group LLC | 8.018.632 $ | +2.064.315 $ | +34,7 % | 5.954.317 $ | +4.634.347 $ | +351,1 % | 1.319.970 $ | -89.760 $ | -6,4 % | 1.409.730 $ | -36.636 $ | -2,5 % |
| Korea Investment CORP | 7.990.675 $ | -7.830.565 $ | -49,5 % | |||||||||
| Wolfstich Capital, LLC | 4.431.299 $ | -3.552.528 $ | -44,5 % | 7.983.827 $ | +3.076.769 $ | +62,7 % | 4.907.058 $ | +2.424.463 $ | +97,7 % | 2.482.595 $ | +921.032 $ | +59,0 % |
| Colorado Capital Management, Inc. | 7.828.000 $ | +812.000 $ | +11,6 % | 7.016.000 $ | -470.000 $ | -6,3 % | 7.486.000 $ | -486.000 $ | -6,1 % | 7.972.000 $ | +478.000 $ | +6,4 % |
| TPG Financial Advisors, LLC | 7.957.054 $ | |||||||||||
| AA Financial Advisors, LLC | 7.954.676 $ | +499.366 $ | +6,7 % | 7.455.310 $ | -308.688 $ | -4,0 % | 7.763.998 $ | +131.189 $ | +1,7 % | 7.632.809 $ | +100.830 $ | +1,3 % |
| Elequin Capital, LP | 1.595.543 $ | -6.352.279 $ | -79,9 % | 7.947.822 $ | +7.032.002 $ | +767,8 % | 915.820 $ | -595.682 $ | -39,4 % | 1.511.502 $ | -1.006.498 $ | -40,0 % |
| STAGE HARBOR FINANCIAL, LLC | 7.942.450 $ | +556.078 $ | +7,5 % | 7.386.372 $ | +451.697 $ | +6,5 % | 6.934.675 $ | +261.377 $ | +3,9 % | 6.673.298 $ | +629.218 $ | +10,4 % |
| RF&L WEALTH MANAGEMENT, LLC | 7.939.271 $ | +395.044 $ | +5,2 % | 7.544.227 $ | +225.985 $ | +3,1 % | 7.318.242 $ | -96.786 $ | -1,3 % | 7.415.028 $ | +468.967 $ | +6,8 % |
| Cornerstone Wealth Management, LLC | 7.927.875 $ | +1.596.055 $ | +25,2 % | 6.331.820 $ | -304.316 $ | -4,6 % | 6.636.136 $ | +901.486 $ | +15,7 % | 5.734.650 $ | +502.420 $ | +9,6 % |
| LBMC INVESTMENT ADVISORS, LLC | 7.900.583 $ | +1.045.584 $ | +15,3 % | 6.854.999 $ | +311.255 $ | +4,8 % | 6.543.744 $ | +163.765 $ | +2,6 % | 6.379.979 $ | -620.344 $ | -8,9 % |
| NOVARE CAPITAL MANAGEMENT LLC | 4.209.721 $ | +703.497 $ | +20,1 % | 3.506.224 $ | -1.893.554 $ | -35,1 % | 5.399.778 $ | -2.494.149 $ | -31,6 % | 7.893.927 $ | +455.671 $ | +6,1 % |
| MARIPAU WEALTH MANAGEMENT LLC | 7.887.788 $ | +1.675.540 $ | +27,0 % | 6.212.248 $ | +957.765 $ | +18,2 % | 5.254.483 $ | +481.032 $ | +10,1 % | 4.773.451 $ | +2.004.100 $ | +72,4 % |
| Forthright Family Wealth Advisory LLC | 7.322.730 $ | -563.201 $ | -7,1 % | 7.885.931 $ | +420.945 $ | +5,6 % | 7.464.986 $ | +114.041 $ | +1,6 % | 7.350.945 $ | -2.416.223 $ | -24,7 % |
| ADVISORS MANAGEMENT GROUP INC /ADV | 7.882.000 $ | +646.000 $ | +8,9 % | 7.236.000 $ | +389.000 $ | +5,7 % | 6.847.000 $ | -48.000 $ | -0,7 % | 6.895.000 $ | +268.000 $ | +4,0 % |
| STALEY CAPITAL ADVISERS INC | 7.853.238 $ | +1.082.965 $ | +16,0 % | 6.770.273 $ | -448.397 $ | -6,2 % | 7.218.670 $ | +253.317 $ | +3,6 % | 6.965.353 $ | +463.382 $ | +7,1 % |
| Chevy Chase Trust Holdings, LLC | 7.850.276 $ | +1.025.592 $ | +15,0 % | 6.824.684 $ | -351.671 $ | -4,9 % | 7.176.355 $ | +40.645 $ | +0,6 % | 7.135.710 $ | +518.461 $ | +7,8 % |
| Indie Asset Partners, LLC | 7.847.729 $ | +1.002.536 $ | +14,6 % | 6.845.193 $ | +349.224 $ | +5,4 % | 6.495.969 $ | -13.881 $ | -0,2 % | 6.509.850 $ | +769.343 $ | +13,4 % |
| Summit Place Financial Advisors, LLC | 7.845.150 $ | +1.212.163 $ | +18,3 % | 6.632.987 $ | -113.729 $ | -1,7 % | 6.746.716 $ | +80.492 $ | +1,2 % | 6.666.224 $ | +503.638 $ | +8,2 % |
| Hexagon Capital Partners LLC | 7.842.402 $ | +1.373.175 $ | +21,2 % | 6.469.227 $ | +880.885 $ | +15,8 % | 5.588.342 $ | -313.523 $ | -5,3 % | 5.901.865 $ | +749.675 $ | +14,6 % |
| Legacy Advisors, LLC | 7.822.809 $ | +1.116.936 $ | +16,7 % | 6.705.873 $ | +720.396 $ | +12,0 % | 5.985.477 $ | +55.792 $ | +0,9 % | 5.929.685 $ | ||
| Legacy Wealth Managment, LLC/ID | 7.788.313 $ | +7.349.620 $ | +1.675,3 % | 438.693 $ | +368.066 $ | +521,1 % | 70.627 $ | +65.457 $ | +1.266,1 % | 5.170 $ | +2.853 $ | +123,1 % |
| Diligent Investors, LLC | 7.763.473 $ | +1.447.862 $ | +22,9 % | 6.315.611 $ | -18.432 $ | -0,3 % | 6.334.043 $ | -142.123 $ | -2,2 % | 6.476.166 $ | -9.775.716 $ | -60,2 % |
| Roehl & Yi Investment Advisors, LLC | 7.728.329 $ | +1.770.055 $ | +29,7 % | 5.958.274 $ | +730.159 $ | +14,0 % | 5.228.115 $ | +496.337 $ | +10,5 % | 4.731.778 $ | +723.967 $ | +18,1 % |
| Aberdeen Wealth Management LLC | 7.725.144 $ | +2.054.443 $ | +36,2 % | 5.670.701 $ | +2.083.341 $ | +58,1 % | 3.587.360 $ | +815.340 $ | +29,4 % | 2.772.020 $ | +243.951 $ | +9,6 % |
| Peregrine Asset Advisers, Inc. | 7.711.918 $ | +4.732.973 $ | +158,9 % | 2.978.945 $ | +933.344 $ | +45,6 % | 2.045.601 $ | +10.158 $ | +0,5 % | 2.035.443 $ | +45.761 $ | +2,3 % |
| Whipplewood Advisors, LLC | 7.610.616 $ | -88.589 $ | -1,2 % | 7.699.205 $ | +313.001 $ | +4,2 % | 7.386.204 $ | +6.489 $ | +0,1 % | 7.379.715 $ | -446.748 $ | -5,7 % |
| Oxinas Partners, LLC | 3.727.332 $ | +710.845 $ | +23,6 % | 3.016.487 $ | -4.678.749 $ | -60,8 % | 7.695.236 $ | +152.778 $ | +2,0 % | 7.542.458 $ | +888.110 $ | +13,3 % |
| Oath Planning, LLC | 7.693.679 $ | +1.126.257 $ | +17,1 % | 6.567.422 $ | +694.030 $ | +11,8 % | 5.873.392 $ | |||||
| Performance Wealth Partners, LLC | 7.682.729 $ | +1.067.296 $ | +16,1 % | 6.615.433 $ | +1.123.822 $ | +20,5 % | 5.491.611 $ | +482.071 $ | +9,6 % | 5.009.540 $ | +375.731 $ | +8,1 % |
| KOM Wealth Management Group, LLC | 7.626.551 $ | +1.955.825 $ | +34,5 % | 5.670.726 $ | +1.224.870 $ | +27,6 % | 4.445.856 $ | +740.580 $ | +20,0 % | 3.705.276 $ | +287.042 $ | +8,4 % |
| Harvest Portfolios Group Inc. | 5.609.829 $ | -2.011.585 $ | -26,4 % | 7.621.414 $ | +677.590 $ | +9,8 % | 6.943.824 $ | +535.171 $ | +8,4 % | 6.408.653 $ | -37.748 $ | -0,6 % |
| MILESTONE ASSET MANAGEMENT, LLC | 7.612.032 $ | +3.166.388 $ | +71,2 % | 4.445.644 $ | +638.285 $ | +16,8 % | 3.807.359 $ | +372.202 $ | +10,8 % | 3.435.157 $ | -580.917 $ | -14,5 % |
| Paulson Wealth Management Inc. | 7.607.550 $ | +891.747 $ | +13,3 % | 6.715.803 $ | -83.473 $ | -1,2 % | 6.799.276 $ | -499.745 $ | -6,8 % | 7.299.021 $ | -153.141 $ | -2,1 % |
| WNY Asset Management, LLC | 5.989.956 $ | +501.256 $ | +9,1 % | 5.488.700 $ | -2.113.802 $ | -27,8 % | 7.602.502 $ | +18.062 $ | +0,2 % | |||
| HANSEATIC MANAGEMENT SERVICES INC | 7.576.882 $ | +976.468 $ | +14,8 % | 6.600.414 $ | ||||||||
| DAVIS R M INC | 7.565.160 $ | +1.288.834 $ | +20,5 % | 6.276.326 $ | -89.884 $ | -1,4 % | 6.366.210 $ | +519.634 $ | +8,9 % | 5.846.576 $ | +282.221 $ | +5,1 % |
| Bestgate Wealth Advisors, LLC | 7.561.910 $ | +139.759 $ | +1,9 % | 7.422.151 $ | +1.044.531 $ | +16,4 % | 6.377.620 $ | +100.945 $ | +1,6 % | 6.276.675 $ | +268.788 $ | +4,5 % |
| Laird Norton Wetherby Wealth Management, LLC | 7.557.994 $ | -501.399 $ | -6,2 % | |||||||||
| GROUP ONE TRADING LLC | 7.533.777 $ | +2.301.887 $ | +44,0 % | 5.231.890 $ | -1.158.769 $ | -18,1 % | 6.390.659 $ | +108.459 $ | +1,7 % | 6.282.200 $ | -1.805.762 $ | -22,3 % |
| Avestar Capital, LLC | 7.532.768 $ | +619.102 $ | +9,0 % | 6.913.666 $ | -227.907 $ | -3,2 % | 7.141.573 $ | +47.045 $ | +0,7 % | 7.094.528 $ | +366.478 $ | +5,4 % |
| BCM ADVISORS, LLC | 7.522.974 $ | +4.654.024 $ | +162,2 % | 2.868.950 $ | +2.566.681 $ | +849,1 % | 302.269 $ | +22.198 $ | +7,9 % | 280.071 $ | ||
| WFA of San Diego, LLC | 7.384.276 $ | -137.777 $ | -1,8 % | 7.522.053 $ | +124.875 $ | +1,7 % | 7.397.178 $ | +131.229 $ | +1,8 % | 7.265.949 $ | +713.521 $ | +10,9 % |
| DAVIDSON TRUST CO | 7.520.867 $ | +782.253 $ | +11,6 % | 6.738.614 $ | +3.706.157 $ | +122,2 % | 3.032.457 $ | +63.637 $ | +2,1 % | 2.968.820 $ | +229.184 $ | +8,4 % |
| SIGNET FINANCIAL MANAGEMENT, LLC | 7.517.597 $ | +2.570.264 $ | +52,0 % | 4.947.333 $ | +1.355.632 $ | +37,7 % | 3.591.701 $ | +926.507 $ | +34,8 % | |||
| Dorsey & Whitney Trust CO LLC | 7.509.163 $ | +1.179.300 $ | +18,6 % | 6.329.863 $ | +638.605 $ | +11,2 % | 5.691.258 $ | -206.386 $ | -3,5 % | 5.897.644 $ | +385.306 $ | +7,0 % |
| NWM ADVISORS, LLC | 7.499.360 $ | +1.785.774 $ | +31,3 % | 5.713.586 $ | +537.522 $ | +10,4 % | 5.176.064 $ | |||||
| HCR Wealth Advisors | 7.396.746 $ | +1.041.433 $ | +16,4 % | 6.355.313 $ | -1.127.077 $ | -15,1 % | 7.482.390 $ | +290.381 $ | +4,0 % | 7.192.009 $ | +973.896 $ | +15,7 % |
| OAK FAMILY ADVISORS, LLC | 7.480.183 $ | +673.440 $ | +9,9 % | 6.806.743 $ | +4.939.221 $ | +264,5 % | 1.867.522 $ | +47.684 $ | +2,6 % | 1.819.838 $ | +90.740 $ | +5,2 % |
| PARSONS CAPITAL MANAGEMENT INC/RI | 7.449.583 $ | +2.007.649 $ | +36,9 % | 5.441.934 $ | +1.052.836 $ | +24,0 % | 4.389.098 $ | +171.139 $ | +4,1 % | 4.217.959 $ | +163.916 $ | +4,0 % |
| OneAscent Wealth Management LLC | 7.378.209 $ | +5.017.030 $ | +212,5 % | 2.361.179 $ | -232.232 $ | -9,0 % | 2.593.411 $ | -1.304 $ | -0,1 % | 2.594.715 $ | +181.715 $ | +7,5 % |
| ELCO Management Co., LLC | 7.368.611 $ | +2.018.395 $ | +37,7 % | 5.350.216 $ | +133.725 $ | +2,6 % | 5.216.491 $ | +884.202 $ | +20,4 % | 4.332.289 $ | +868.456 $ | +25,1 % |
| CIDEL ASSET MANAGEMENT INC | 7.363.530 $ | +734.590 $ | +11,1 % | 6.628.940 $ | +249.970 $ | +3,9 % | 6.378.970 $ | -518.616 $ | -7,5 % | 6.897.586 $ | -742.759 $ | -9,7 % |
| Twin Cities Retirement Group LLC | 7.356.374 $ | +439.795 $ | +6,4 % | 6.916.579 $ | -167.606 $ | -2,4 % | 7.084.185 $ | |||||
| ANCHOR CAPITAL ADVISORS LLC | 7.347.875 $ | +1.521.525 $ | +26,1 % | 5.826.350 $ | ||||||||
| Aviance Capital Partners, LLC | 7.346.451 $ | +944.261 $ | +14,7 % | 6.402.190 $ | -61.827 $ | -1,0 % | 6.464.017 $ | +103.235 $ | +1,6 % | 6.360.782 $ | +268.910 $ | +4,4 % |
| WCG Wealth Advisors LLC | 7.342.947 $ | +55.788 $ | +0,8 % | 7.287.159 $ | +183.908 $ | +2,6 % | 7.103.251 $ | +105.290 $ | +1,5 % | 6.997.961 $ | +1.058.108 $ | +17,8 % |
| HUNTINGTON NATIONAL BANK | 7.329.291 $ | +401.330 $ | +5,8 % | 6.927.961 $ | +750.952 $ | +12,2 % | 6.177.009 $ | +744.284 $ | +13,7 % | 5.432.725 $ | +229.468 $ | +4,4 % |
| Mezzasalma Advisors, LLC | 7.322.097 $ | +798.911 $ | +12,2 % | 6.523.186 $ | -53.254 $ | -0,8 % | 6.576.440 $ | -429.230 $ | -6,1 % | 7.005.670 $ | +1.629.788 $ | +30,3 % |
| Talisman Wealth Advisors LLC | 7.312.008 $ | +321.930 $ | +4,6 % | 6.990.078 $ | +792.398 $ | +12,8 % | 6.197.680 $ | +179.906 $ | +3,0 % | 6.017.774 $ | +389.298 $ | +6,9 % |
| Pinnacle Wealth Management, LLC | 7.302.377 $ | +489.227 $ | +7,2 % | 6.813.150 $ | +6.549.660 $ | +2.485,7 % | 263.490 $ | -5.070.113 $ | -95,1 % | 5.333.603 $ | +5.097.416 $ | +2.158,2 % |
| WBI INVESTMENTS, LLC | 5.853.477 $ | +724.887 $ | +14,1 % | 5.128.590 $ | -1.877.846 $ | -26,8 % | 7.006.436 $ | -293.916 $ | -4,0 % | 7.300.352 $ | +97.548 $ | +1,4 % |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7.295.421 $ | +4.464.051 $ | +157,7 % | 2.831.370 $ | +1.705.930 $ | +151,6 % | 1.125.440 $ | |||||
| Forum Financial Management, LP | 7.291.281 $ | +1.136.556 $ | +18,5 % | 6.154.725 $ | +248.461 $ | +4,2 % | 5.906.264 $ | +596.838 $ | +11,2 % | 5.309.426 $ | +1.444.807 $ | +37,4 % |
| Canandaigua National Trust Co of Florida | 6.943.656 $ | -343.590 $ | -4,7 % | 7.287.246 $ | +604.398 $ | +9,0 % | 6.682.848 $ | +279.377 $ | +4,4 % | |||
| Financial Partners Group, Inc | 7.101.164 $ | -165.862 $ | -2,3 % | 7.267.026 $ | +365.840 $ | +5,3 % | 6.901.186 $ | -183.183 $ | -2,6 % | 7.084.369 $ | -73.635 $ | -1,0 % |
| Andrews Advisory Associates, LLC | 7.266.121 $ | +538.572 $ | +8,0 % | 6.727.549 $ | +940.889 $ | +16,3 % | 5.786.660 $ | |||||
| BXM Wealth LLC | 7.258.295 $ | +2.909.478 $ | +66,9 % | 4.348.817 $ | +307.240 $ | +7,6 % | 4.041.577 $ | +2.532.678 $ | +167,8 % | 1.508.899 $ | -210.895 $ | -12,3 % |
| Accurate Wealth Management, LLC | 6.222.441 $ | +710.246 $ | +12,9 % | 5.512.195 $ | -1.743.138 $ | -24,0 % | 7.255.333 $ | +309.050 $ | +4,4 % | 6.946.283 $ | +950.630 $ | +15,9 % |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 7.251.666 $ | +398.778 $ | +5,8 % | 6.852.888 $ | +965.737 $ | +16,4 % | 5.887.151 $ | +223.108 $ | +3,9 % | 5.664.043 $ | +768.221 $ | +15,7 % |
| BROOKS, MOORE & ASSOCIATES, INC. | 7.228.648 $ | +473.568 $ | +7,0 % | 6.755.080 $ | +4.781.166 $ | +242,2 % | 1.973.914 $ | -680.926 $ | -25,6 % | 2.654.840 $ | +757.893 $ | +40,0 % |
| BCGM Wealth Management, LLC | 7.222.128 $ | +306.025 $ | +4,4 % | 6.916.103 $ | +668.813 $ | +10,7 % | 6.247.290 $ | -125.811 $ | -2,0 % | 6.373.101 $ | +454.184 $ | +7,7 % |
| Newton One Investments LLC | 7.211.647 $ | +1.121.989 $ | +18,4 % | 6.089.658 $ | +107.094 $ | +1,8 % | 5.982.564 $ | +114.902 $ | +2,0 % | 5.867.662 $ | +193.100 $ | +3,4 % |
| MENORA MIVTACHIM HOLDINGS LTD. | 7.196.979 $ | +976.825 $ | +15,7 % | 6.220.154 $ | -673.793 $ | -9,8 % | 6.893.947 $ | +609.847 $ | +9,7 % | 6.284.100 $ | +531.716 $ | +9,2 % |
| RDA Financial Network | 7.195.488 $ | +1.034.648 $ | +16,8 % | 6.160.840 $ | -848.283 $ | -12,1 % | 7.009.123 $ | +869.114 $ | +14,2 % | 6.140.009 $ | +754.520 $ | +14,0 % |
| Graver Capital Management, LLC | 7.164.687 $ | +625.863 $ | +9,6 % | 6.538.824 $ | -108.089 $ | -1,6 % | 6.646.913 $ | +273.838 $ | +4,3 % | 6.373.075 $ | +177.071 $ | +2,9 % |
| SouthState Bank Corp | 6.593.328 $ | -242.928 $ | -3,6 % | 6.836.256 $ | -53.718 $ | -0,8 % | 6.889.974 $ | -272.654 $ | -3,8 % | 7.162.628 $ | -14.098.630 $ | -66,3 % |
| Values First Advisors, Inc. | 7.161.827 $ | |||||||||||
| FIRST FOUNDATION ADVISORS | 7.161.349 $ | +1.434.109 $ | +25,0 % | 5.727.240 $ | -206.081 $ | -3,5 % | 5.933.321 $ | +238.465 $ | +4,2 % | 5.694.856 $ | +1.057.937 $ | +22,8 % |
| EVOLVE PRIVATE WEALTH, LLC | 7.153.833 $ | +330.827 $ | +4,8 % | 6.823.006 $ | +771.218 $ | +12,7 % | 6.051.788 $ | |||||
| Cross Staff Investments Inc | 7.136.143 $ | +1.085.115 $ | +17,9 % | 6.051.028 $ | -77.573 $ | -1,3 % | 6.128.601 $ | +443.231 $ | +7,8 % | 5.685.370 $ | +441.685 $ | +8,4 % |
| Accelerate Investment Advisors LLC | 7.134.349 $ | +951.124 $ | +15,4 % | 6.183.225 $ | -70.627 $ | -1,1 % | 6.253.852 $ | -268.558 $ | -4,1 % | 6.522.410 $ | +498.531 $ | +8,3 % |
| ASSET PLANNING SERVICES INC /LA/ /ADV | 7.128.000 $ | +868.000 $ | +13,9 % | 6.260.000 $ | -50.000 $ | -0,8 % | 6.310.000 $ | -58.000 $ | -0,9 % | 6.368.000 $ | +669.000 $ | +11,7 % |
| OLIO Financial Planning | 7.125.688 $ | +457.103 $ | +6,9 % | 6.668.585 $ | +339.513 $ | +5,4 % | 6.329.072 $ | -139.279 $ | -2,2 % | 6.468.351 $ | +379.667 $ | +6,2 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.121.505 $ | +1.098.357 $ | +18,2 % | 6.023.148 $ | +415.470 $ | +7,4 % | 5.607.678 $ | +257.083 $ | +4,8 % | 5.350.595 $ | +539.503 $ | +11,2 % |
| Lynx Investment Advisory | 7.114.065 $ | +2.458.816 $ | +52,8 % | 4.655.249 $ | +1.146.931 $ | +32,7 % | 3.508.318 $ | +317.100 $ | +9,9 % | 3.191.218 $ | +14.459 $ | +0,5 % |
| WLTH Capital Management, LLC | 7.102.969 $ | +681.678 $ | +10,6 % | 6.421.291 $ | -372.023 $ | -5,5 % | 6.793.314 $ | |||||
| Vilga Financial Planning LLC | 7.092.754 $ | +880.581 $ | +14,2 % | 6.212.173 $ | +2.408.253 $ | +63,3 % | 3.803.920 $ | |||||
| Joel Isaacson & Co., LLC | 7.071.217 $ | +641.164 $ | +10,0 % | 6.430.053 $ | +2.033.865 $ | +46,3 % | 4.396.188 $ | +342.652 $ | +8,5 % | 4.053.536 $ | +181.272 $ | +4,7 % |
| United Bank | 7.064.925 $ | +440.530 $ | +6,7 % | 6.624.395 $ | +861.571 $ | +15,0 % | 5.762.824 $ | +233.264 $ | +4,2 % | 5.529.560 $ | +343.165 $ | +6,6 % |
| SOL Capital Management CO | 6.568.000 $ | -485.000 $ | -6,9 % | 7.053.000 $ | -2.340.000 $ | -24,9 % | ||||||
| HighPoint Advisor Group LLC | 7.048.335 $ | +1.009.532 $ | +16,7 % | 6.038.803 $ | +1.001.838 $ | +19,9 % | 5.036.965 $ | |||||
| Bank of New Hampshire | 7.038.203 $ | +398.430 $ | +6,0 % | 6.639.773 $ | +810.372 $ | +13,9 % | 5.829.401 $ | +675.804 $ | +13,1 % | 5.153.597 $ | +917.980 $ | +21,7 % |
| LANARK FINANCIAL, INC. | 6.092.383 $ | -856.660 $ | -12,3 % | 6.949.043 $ | -88.398 $ | -1,3 % | 7.037.441 $ | +644.441 $ | +10,1 % | |||
| ASHTON THOMAS SECURITIES, LLC | 7.009.249 $ | +1.148.757 $ | +19,6 % | 5.860.492 $ | +366.963 $ | +6,7 % | 5.493.529 $ | +142.122 $ | +2,7 % | 5.351.407 $ | +3.197.450 $ | +148,4 % |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 7.006.120 $ | +897.326 $ | +14,7 % | 6.108.794 $ | -64.517 $ | -1,0 % | 6.173.311 $ | -342.650 $ | -5,3 % | 6.515.961 $ | -168.612 $ | -2,5 % |
| LEGACY FINANCIAL GROUP, INC. | 6.983.243 $ | +795.634 $ | +12,9 % | 6.187.609 $ | -424.060 $ | -6,4 % | 6.611.669 $ | +82.967 $ | +1,3 % | 6.528.702 $ | +231.567 $ | +3,7 % |
| FULTON BREAKEFIELD BROENNIMAN LLC | 6.979.845 $ | +758.918 $ | +12,2 % | 6.220.927 $ | -42.436 $ | -0,7 % | 6.263.363 $ | +467.872 $ | +8,1 % | 5.795.491 $ | +181.715 $ | +3,2 % |
| Chatterton & Associates Inc. | 6.955.135 $ | +1.549.723 $ | +28,7 % | 5.405.412 $ | +1.409.820 $ | +35,3 % | 3.995.592 $ | |||||
| OxenFree Capital LLC | 6.955.024 $ | +990.513 $ | +16,6 % | 5.964.511 $ | ||||||||
| BEAM WEALTH ADVISORS, INC. | 6.953.976 $ | +1.103.327 $ | +18,9 % | 5.850.649 $ | +354.458 $ | +6,4 % | 5.496.191 $ | -520.044 $ | -8,6 % | 6.016.235 $ | +2.604 $ | +0,0 % |
| Ridgewood Investments LLC | 6.949.617 $ | +1.953.928 $ | +39,1 % | 4.995.689 $ | +633.057 $ | +14,5 % | 4.362.632 $ | +271.394 $ | +6,6 % | |||
| R2 Capital Strategies, LLC | 6.948.456 $ | |||||||||||
| Estate Counselors, LLC | 6.946.171 $ | +851.450 $ | +14,0 % | 6.094.721 $ | +442.341 $ | +7,8 % | 5.652.380 $ | +762.243 $ | +15,6 % | 4.890.137 $ | ||
| Compass Financial Group, Inc. (Ohio) | 2.982.495 $ | -2.361.592 $ | -44,2 % | 5.344.087 $ | -1.582.521 $ | -22,8 % | 6.926.608 $ | |||||
| Centerpoint Advisors, LLC | 6.917.000 $ | +1.167.000 $ | +20,3 % | 5.750.000 $ | +180.000 $ | +3,2 % | 5.570.000 $ | +90.000 $ | +1,6 % | 5.480.000 $ | +383.000 $ | +7,5 % |
| LTG Capital LLC | 6.909.650 $ | +950.839 $ | +16,0 % | 5.958.811 $ | +164.667 $ | +2,8 % | 5.794.144 $ | +188.197 $ | +3,4 % | 5.605.947 $ | +384.673 $ | +7,4 % |
| HILLTOP WEALTH ADVISORS, LLC | 6.906.030 $ | +1.528.574 $ | +28,4 % | 5.377.456 $ | -305.069 $ | -5,4 % | 5.682.525 $ | +74.320 $ | +1,3 % | 5.608.205 $ | +382.937 $ | +7,3 % |
| Crestwood Advisors Group, LLC | 6.883.150 $ | +547.494 $ | +8,6 % | 6.335.656 $ | +257.734 $ | +4,2 % | 6.077.922 $ | +57.230 $ | +1,0 % | 6.020.692 $ | +465.956 $ | +8,4 % |
| Paradigm Capital Management, LLC/NV | 6.880.000 $ | +563.000 $ | +8,9 % | 6.317.000 $ | +347.000 $ | +5,8 % | 5.970.000 $ | +541.000 $ | +10,0 % | 5.429.000 $ | -162.000 $ | -2,9 % |
| Aurora Private Wealth, Inc. | 6.417.000 $ | +701.000 $ | +12,3 % | 5.716.000 $ | -1.159.000 $ | -16,9 % | 6.875.000 $ | +1.254.000 $ | +22,3 % | |||
| ANDERSON HOAGLAND & CO | 6.466.571 $ | -392.410 $ | -5,7 % | 6.858.981 $ | +155.240 $ | +2,3 % | 6.703.741 $ | +813.972 $ | +13,8 % | 5.889.769 $ | +38.547 $ | +0,7 % |
| Creegan & Nassoura Financial Group, LLC | 6.704.704 $ | -121.332 $ | -1,8 % | 6.826.036 $ | -64.482 $ | -0,9 % | ||||||
| Bryn Mawr Trust Advisors, LLC | 6.822.394 $ | +333.118 $ | +5,1 % | 6.489.276 $ | +62.381 $ | +1,0 % | 6.426.895 $ | +165.043 $ | +2,6 % | 6.261.852 $ | -663.655 $ | -9,6 % |
| KANE INVESTMENT MANAGEMENT, INC. | 6.821.052 $ | +1.800.838 $ | +35,9 % | 5.020.214 $ | -595.692 $ | -10,6 % | 5.615.906 $ | +60.987 $ | +1,1 % | 5.554.919 $ | +555.129 $ | +11,1 % |
| Granite Investment Partners, LLC | 6.819.255 $ | +1.033.048 $ | +17,9 % | 5.786.207 $ | -275.442 $ | -4,5 % | 6.061.649 $ | +124.396 $ | +2,1 % | 5.937.253 $ | +418.412 $ | +7,6 % |
| S.E.E.D. Planning Group LLC | 6.815.347 $ | +3.803.937 $ | +126,3 % | 3.011.410 $ | +377.650 $ | +14,3 % | 2.633.760 $ | +31.280 $ | +1,2 % | 2.602.480 $ | +302.529 $ | +13,2 % |
| Uptown Financial Advisors LLC | 6.805.951 $ | +599.993 $ | +9,7 % | 6.205.958 $ | +730.131 $ | +13,3 % | 5.475.827 $ | +282.515 $ | +5,4 % | 5.193.312 $ | +343.558 $ | +7,1 % |
| WMS Group LLC | 6.799.575 $ | +152.416 $ | +2,3 % | 6.647.159 $ | +683.603 $ | +11,5 % | 5.963.556 $ | |||||
| JM2 Capital Inc. | 6.797.646 $ | +1.124.417 $ | +19,8 % | 5.673.229 $ | +242.611 $ | +4,5 % | 5.430.618 $ | |||||
| Emergent Wealth Advisors, LLC | 4.899.127 $ | +288.455 $ | +6,3 % | 4.610.672 $ | -2.185.176 $ | -32,2 % | 6.795.848 $ | +35.044 $ | +0,5 % | 6.760.804 $ | +370.905 $ | +5,8 % |
| Sendero Wealth Management, LLC | 6.794.663 $ | +350.765 $ | +5,4 % | 6.443.898 $ | +577.503 $ | +9,8 % | 5.866.395 $ | -418.277 $ | -6,7 % | 6.284.672 $ | -2.174.934 $ | -25,7 % |
| Chris Bulman Inc | 6.790.609 $ | +1.321.987 $ | +24,2 % | 5.468.622 $ | +1.090.295 $ | +24,9 % | 4.378.327 $ | -1.589.384 $ | -26,6 % | 5.967.711 $ | +1.477.146 $ | +32,9 % |
| Benson Investment Management Company, Inc. | 6.780.790 $ | +2.914.227 $ | +75,4 % | 3.866.563 $ | ||||||||
| ALKEME WEALTH, LLC | 6.757.697 $ | +510.774 $ | +8,2 % | 6.246.923 $ | +895.748 $ | +16,7 % | 5.351.175 $ | +341.305 $ | +6,8 % | 5.009.870 $ | +167.567 $ | +3,5 % |
| CMH Wealth Management LLC | 6.756.103 $ | +1.191.382 $ | +21,4 % | 5.564.721 $ | ||||||||
| A4 Wealth Advisors LLC | 6.753.018 $ | +5.113.666 $ | +311,9 % | 1.639.352 $ | ||||||||
| Quotient Wealth Partners, LLC | 6.747.998 $ | +424.894 $ | +6,7 % | 6.323.104 $ | +1.210.871 $ | +23,7 % | 5.112.233 $ | +193.769 $ | +3,9 % | 4.918.464 $ | +299.346 $ | +6,5 % |
| CapWealth Advisors, LLC | 5.813.201 $ | -651.441 $ | -10,1 % | 6.464.642 $ | -65.399 $ | -1,0 % | 6.530.041 $ | -192.693 $ | -2,9 % | 6.722.734 $ | +136.874 $ | +2,1 % |
| RIA Advisory Group LLC | 6.721.853 $ | +1.257.503 $ | +23,0 % | 5.464.350 $ | +191.567 $ | +3,6 % | 5.272.783 $ | +33.033 $ | +0,6 % | 5.239.750 $ | -44.559 $ | -0,8 % |
| Kiker Wealth Management, LLC | 6.717.929 $ | +6.341.787 $ | +1.686,0 % | 376.142 $ | +287.673 $ | +325,2 % | ||||||
| Grandview Asset Management LLC | 6.713.890 $ | +2.283.570 $ | +51,5 % | 4.430.320 $ | +3.890.123 $ | +720,1 % | 540.197 $ | -20.930 $ | -3,7 % | 561.127 $ | +35.127 $ | +6,7 % |
| Strategic Wealth Investment Group, LLC | 6.713.022 $ | +6.414.828 $ | +2.151,2 % | 298.194 $ | +295.941 $ | +13.135,4 % | ||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.710.168 $ | +901.705 $ | +15,5 % | 5.808.463 $ | +502.719 $ | +9,5 % | 5.305.744 $ | +1.208.856 $ | +29,5 % | 4.096.888 $ | +6.825 $ | +0,2 % |
| Moors & Cabot, Inc. | 6.699.702 $ | +1.223.138 $ | +22,3 % | 5.476.564 $ | +182.148 $ | +3,4 % | 5.294.416 $ | +1.449.535 $ | +37,7 % | 3.844.881 $ | +369.263 $ | +10,6 % |
| Platt Investment Counsel, LLC | 6.693.194 $ | |||||||||||
| Vanguard Capital Wealth Advisors | 6.681.845 $ | +1.250.236 $ | +23,0 % | 5.431.609 $ | +202.814 $ | +3,9 % | 5.228.795 $ | -103.738 $ | -1,9 % | 5.332.533 $ | +307.312 $ | +6,1 % |
| LYELL WEALTH MANAGEMENT, LP | 6.678.291 $ | +1.718.965 $ | +34,7 % | 4.959.326 $ | +1.671.862 $ | +50,9 % | 3.287.464 $ | +78.284 $ | +2,4 % | 3.209.180 $ | +411.816 $ | +14,7 % |
| Alpha Cubed Investments, LLC | 6.673.821 $ | +224.766 $ | +3,5 % | 6.449.055 $ | -654.559 $ | -9,2 % | ||||||
| Cyr Financial Inc. | 429.655 $ | +7.394 $ | +1,8 % | 422.261 $ | -94.743 $ | -18,3 % | 517.004 $ | -6.150.299 $ | -92,2 % | 6.667.303 $ | +465.229 $ | +7,5 % |
| Atlas Wealth Partners, LLC | 6.659.785 $ | +556.201 $ | +9,1 % | 6.103.584 $ | +11.078 $ | +0,2 % | 6.092.506 $ | +166.674 $ | +2,8 % | 5.925.832 $ | +748.832 $ | +14,5 % |
| Vanguard National Trust Co | 6.657.186 $ | +486.323 $ | +7,9 % | 6.170.863 $ | ||||||||
| BSW Wealth Partners | 6.630.216 $ | +970.907 $ | +17,2 % | 5.659.309 $ | +194.462 $ | +3,6 % | 5.464.847 $ | -49.800 $ | -0,9 % | 5.514.647 $ | +252.198 $ | +4,8 % |
| Blankinship & Foster, LLC | 6.625.269 $ | +883.482 $ | +15,4 % | 5.741.787 $ | +36.385 $ | +0,6 % | 5.705.402 $ | -91.598 $ | -1,6 % | 5.797.000 $ | +404.845 $ | +7,5 % |
| FIRST MANHATTAN CO. LLC. | 6.617.791 $ | +1.156.094 $ | +21,2 % | 5.461.697 $ | +2.473.661 $ | +82,8 % | 2.988.036 $ | -38.693 $ | -1,3 % | 3.026.729 $ | +101.699 $ | +3,5 % |
| Axos Invest Inc. | 3.337.314 $ | -383.764 $ | -10,3 % | 3.721.078 $ | -1.276.107 $ | -25,5 % | 4.997.185 $ | -1.601.303 $ | -24,3 % | 6.598.488 $ | -1.212.536 $ | -15,5 % |
| Smith Partners Wealth Management, LLC | 5.200.396 $ | -874.423 $ | -14,4 % | 6.074.819 $ | -520.332 $ | -7,9 % | 6.595.151 $ | |||||
| Vigilare Wealth Management | 6.573.020 $ | +6.304.048 $ | +2.343,8 % | 268.972 $ | -753.415 $ | -73,7 % | 1.022.387 $ | +438.881 $ | +75,2 % | 583.506 $ | +4.393 $ | +0,8 % |
| DEAN INVESTMENT ASSOCIATES, LLC | 1.536.958 $ | -108.463 $ | -6,6 % | 1.645.421 $ | -4.913.821 $ | -74,9 % | 6.559.242 $ | +923.061 $ | +16,4 % | 5.636.181 $ | -610.854 $ | -9,8 % |
| LeConte Wealth Management, LLC | 5.082.439 $ | -357.871 $ | -6,6 % | 5.440.310 $ | -732.320 $ | -11,9 % | 6.172.630 $ | -373.305 $ | -5,7 % | 6.545.935 $ | -1.511.443 $ | -18,8 % |
| Asio Capital, LLC | 6.543.801 $ | +3.906.136 $ | +148,1 % | 2.637.665 $ | +1.886.157 $ | +251,0 % | 751.508 $ | +85.316 $ | +12,8 % | 666.192 $ | +46.630 $ | +7,5 % |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 6.542.629 $ | +654.709 $ | +11,1 % | 5.887.920 $ | +114.081 $ | +2,0 % | 5.773.839 $ | +155.787 $ | +2,8 % | 5.618.052 $ | +398.639 $ | +7,6 % |
| Fischer Financial Services, Inc. | 6.538.794 $ | +168.328 $ | +2,6 % | 6.370.466 $ | +80.031 $ | +1,3 % | 6.290.435 $ | +265.847 $ | +4,4 % | 6.024.588 $ | +374.373 $ | +6,6 % |
| BCWM, LLC | 6.420.446 $ | -86.924 $ | -1,3 % | 6.507.370 $ | +283.230 $ | +4,6 % | 6.224.140 $ | +586.718 $ | +10,4 % | |||
| Insight Advisors, LLC/ PA | 1.813.211 $ | +361.392 $ | +24,9 % | 1.451.819 $ | -4.922.496 $ | -77,2 % | 6.374.315 $ | -94.412 $ | -1,5 % | 6.468.727 $ | +224.208 $ | +3,6 % |
| Retirement Management Systems Inc. | 6.454.810 $ | +418.817 $ | +6,9 % | 6.035.993 $ | +197.835 $ | +3,4 % | 5.838.158 $ | |||||
| Altus Wealth Group LLC | 6.186.580 $ | +443.095 $ | +7,7 % | 5.743.485 $ | -12.376 $ | -0,2 % | 5.755.861 $ | -695.549 $ | -10,8 % | 6.451.410 $ | +1.092.906 $ | +20,4 % |
| CPA Asset Management Group, LLC | 6.446.707 $ | +5.541.370 $ | +612,1 % | 905.337 $ | +80.955 $ | +9,8 % | 824.382 $ | -123.884 $ | -13,1 % | 948.266 $ | ||
| Winter & Associates, Inc. | 3.510.911 $ | -2.219.140 $ | -38,7 % | 5.730.051 $ | -687.394 $ | -10,7 % | 6.417.445 $ | |||||
| Retirement Investment Advisors, Inc. | 6.414.026 $ | +1.798.686 $ | +39,0 % | 4.615.340 $ | +0 $ | +0,0 % | 4.615.340 $ | +407.781 $ | +9,7 % | 4.207.559 $ | +202.354 $ | +5,1 % |
| Empirical Asset Management, LLC | 6.075.199 $ | +496.473 $ | +8,9 % | 5.578.726 $ | -268.809 $ | -4,6 % | 5.847.535 $ | -556.588 $ | -8,7 % | 6.404.123 $ | +3.206.154 $ | +100,3 % |
| Gateway Wealth Partners, LLC | 4.849.132 $ | -1.546.865 $ | -24,2 % | 6.395.997 $ | +4.915.612 $ | +332,0 % | 1.480.385 $ | -247.030 $ | -14,3 % | 1.727.415 $ | +185.976 $ | +12,1 % |
| Rede Wealth, LLC | 3.469.024 $ | -2.914.174 $ | -45,7 % | 6.383.198 $ | +60.308 $ | +1,0 % | 6.322.890 $ | +3.823.315 $ | +153,0 % | 2.499.575 $ | -4.486.160 $ | -64,2 % |
| Apollon Financial, LLC | 6.379.200 $ | +1.696.584 $ | +36,2 % | 4.682.616 $ | +89.844 $ | +2,0 % | 4.592.772 $ | +787.366 $ | +20,7 % | 3.805.406 $ | +204.137 $ | +5,7 % |
| WealthPoint Financial, LLC | 6.365.075 $ | +809.779 $ | +14,6 % | 5.555.296 $ | -6.199 $ | -0,1 % | 5.561.495 $ | |||||
| Holos Integrated Wealth LLC | 6.361.514 $ | +203.718 $ | +3,3 % | 6.157.796 $ | +551.646 $ | +9,8 % | 5.606.150 $ | +1.516.295 $ | +37,1 % | 4.089.855 $ | +1.004 $ | +0,0 % |
| Versant Capital Management, Inc | 6.359.222 $ | +820.057 $ | +14,8 % | 5.539.165 $ | +298.848 $ | +5,7 % | 5.240.317 $ | -91.540 $ | -1,7 % | 5.331.857 $ | +1.131.677 $ | +26,9 % |
| MidAtlantic Capital Management, Inc. | 6.297.008 $ | +541.158 $ | +9,4 % | 5.755.850 $ | -600.455 $ | -9,4 % | 6.356.305 $ | +298.439 $ | +4,9 % | 6.057.866 $ | -400.131 $ | -6,2 % |
| Cascades Capital Asset Management, LLC | 6.346.508 $ | +488.129 $ | +8,3 % | 5.858.379 $ | +480.556 $ | +8,9 % | 5.377.823 $ | +1.471.455 $ | +37,7 % | 3.906.368 $ | +1.556.126 $ | +66,2 % |
| Aegis Wealth Management LLC | 6.086.479 $ | +979.513 $ | +19,2 % | 5.106.966 $ | +16.196 $ | +0,3 % | 5.090.770 $ | -1.248.363 $ | -19,7 % | 6.339.133 $ | -685.146 $ | -9,8 % |
| Cassilly Financial Group LLC | 6.336.090 $ | +482.153 $ | +8,2 % | 5.853.937 $ | +272.394 $ | +4,9 % | 5.581.543 $ | |||||
| GODSEY & GIBB, INC | 6.334.873 $ | +867.620 $ | +15,9 % | 5.467.253 $ | +97.857 $ | +1,8 % | 5.369.396 $ | +305.282 $ | +6,0 % | 5.064.114 $ | +567.270 $ | +12,6 % |
| Divergent Planning, LLC | 6.320.659 $ | +108.712 $ | +1,8 % | 6.211.947 $ | +655.072 $ | +11,8 % | ||||||
| Vertex Planning Partners, LLC | 6.318.028 $ | +395.528 $ | +6,7 % | |||||||||
| McLean Asset Management Corp | 5.606.817 $ | -589.767 $ | -9,5 % | 6.196.584 $ | +23.391 $ | +0,4 % | 6.173.193 $ | -144.201 $ | -2,3 % | 6.317.394 $ | +235.327 $ | +3,9 % |
| INSIGNEO ADVISORY SERVICES, LLC | 6.298.786 $ | +1.415.374 $ | +29,0 % | 4.883.412 $ | +61.842 $ | +1,3 % | 4.821.570 $ | -738.104 $ | -13,3 % | 5.559.674 $ | +317.677 $ | +6,1 % |
| Smart Portfolios, LLC | 6.286.177 $ | +11.373 $ | +0,2 % | 6.274.804 $ | +36.086 $ | +0,6 % | 6.238.718 $ | +173.293 $ | +2,9 % | |||
| Raab & Moskowitz Asset Management LLC | 6.285.808 $ | +1.781.520 $ | +39,6 % | 4.504.288 $ | +1.734.458 $ | +62,6 % | 2.769.830 $ | +305.055 $ | +12,4 % | 2.464.775 $ | +605.556 $ | +32,6 % |
| Hofer & Associates. Inc | 6.272.862 $ | +370.260 $ | +6,3 % | 5.902.602 $ | +728.584 $ | +14,1 % | 5.174.018 $ | +208.626 $ | +4,2 % | 4.965.392 $ | -93.541 $ | -1,8 % |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6.272.568 $ | +1.164.148 $ | +22,8 % | 5.108.420 $ | -134.130 $ | -2,6 % | 5.242.550 $ | -53.246 $ | -1,0 % | 5.295.796 $ | +545.533 $ | +11,5 % |
| SHUTTLEWORTH & Co | 6.270.056 $ | +1.665.621 $ | +36,2 % | 4.604.435 $ | +808.139 $ | +21,3 % | 3.796.296 $ | +185.768 $ | +5,1 % | 3.610.528 $ | ||
| MFA Wealth Services | 6.242.983 $ | +37.978 $ | +0,6 % | 6.205.005 $ | -49.742 $ | -0,8 % | 6.254.747 $ | -13.464 $ | -0,2 % | 6.268.211 $ | +71.683 $ | +1,2 % |
| Laurel Wealth Planning LLC | 6.262.338 $ | +361.421 $ | +6,1 % | 5.900.917 $ | +224.207 $ | +3,9 % | 5.676.710 $ | +113.168 $ | +2,0 % | 5.563.542 $ | +367.305 $ | +7,1 % |
| GuidedMoney, LLC | 6.261.060 $ | +921.857 $ | +17,3 % | 5.339.203 $ | -54.821 $ | -1,0 % | 5.394.024 $ | |||||
| HIGHLAND CAPITAL MANAGEMENT, LLC | 6.257.813 $ | +1.034.696 $ | +19,8 % | 5.223.117 $ | -395.033 $ | -7,0 % | 5.618.150 $ | -257.498 $ | -4,4 % | 5.875.648 $ | +415.861 $ | +7,6 % |
| Advisory Solutions Group, LLC | 6.253.518 $ | |||||||||||
| Ethic Inc. | 6.215.607 $ | |||||||||||
| Glassy Mountain Advisors, Inc. | 6.212.150 $ | +315.025 $ | +5,3 % | 5.897.125 $ | +524.531 $ | +9,8 % | 5.372.594 $ | -22.986 $ | -0,4 % | 5.395.580 $ | -339.558 $ | -5,9 % |
| Inman Jager Wealth Management, LLC | 6.211.313 $ | +407.451 $ | +7,0 % | 5.803.862 $ | +1.135.823 $ | +24,3 % | 4.668.039 $ | +350.288 $ | +8,1 % | 4.317.751 $ | +285.551 $ | +7,1 % |
| NWF Advisory Services Inc. | 2.990.071 $ | -938.649 $ | -23,9 % | 3.928.720 $ | +948.885 $ | +31,8 % | 2.979.835 $ | -3.217.523 $ | -51,9 % | 6.197.358 $ | -3.912.162 $ | -38,7 % |
| First County Bank /CT/ | 6.189.161 $ | +436.515 $ | +7,6 % | 5.752.646 $ | -148.551 $ | -2,5 % | 5.901.197 $ | +292.355 $ | +5,2 % | 5.608.842 $ | +511.292 $ | +10,0 % |
| Parsonex Advisory Services, Inc. | 4.448.901 $ | +130.445 $ | +3,0 % | 4.318.456 $ | -1.870.311 $ | -30,2 % | 6.188.767 $ | +112.813 $ | +1,9 % | 6.075.954 $ | +522.475 $ | +9,4 % |
| Ocean Park Asset Management, LLC | 5.405.261 $ | -157.311 $ | -2,8 % | 5.562.572 $ | -624.734 $ | -10,1 % | 6.187.306 $ | |||||
| Eley Financial Management, Inc | 6.158.266 $ | +772.805 $ | +14,3 % | 5.385.461 $ | -59.615 $ | -1,1 % | 5.445.076 $ | +160.955 $ | +3,0 % | 5.284.121 $ | +37.392 $ | +0,7 % |
| Index Technologies Group LLC | 6.157.961 $ | +1.089.661 $ | +21,5 % | 5.068.300 $ | +1.126.479 $ | +28,6 % | 3.941.821 $ | |||||
| Dana Investment Advisors, Inc. | 6.155.128 $ | +1.072.253 $ | +21,1 % | 5.082.875 $ | -504.653 $ | -9,0 % | 5.587.528 $ | -39.829 $ | -0,7 % | 5.627.357 $ | +483.790 $ | +9,4 % |
| FineMark National Bank & Trust | 5.807.101 $ | -325.912 $ | -5,3 % | 6.133.013 $ | +460.203 $ | +8,1 % | ||||||
| Journey Beyond Wealth, LLC | 5.963.384 $ | -76.470 $ | -1,3 % | 6.039.854 $ | -87.376 $ | -1,4 % | 6.127.230 $ | +2.567.811 $ | +72,1 % | 3.559.419 $ | -880.805 $ | -19,8 % |
| TMB Capital Partners, LLC | 6.125.261 $ | +980.612 $ | +19,1 % | 5.144.649 $ | +398.028 $ | +8,4 % | 4.746.621 $ | |||||
| UMB Bank, n.a. | 6.121.629 $ | +1.182.918 $ | +24,0 % | 4.938.711 $ | +169.355 $ | +3,6 % | 4.769.356 $ | +308.385 $ | +6,9 % | 4.460.971 $ | +261.966 $ | +6,2 % |
| STABLEFORD CAPITAL II LLC | 2.198.560 $ | -3.571.265 $ | -61,9 % | 5.769.825 $ | +30.532 $ | +0,5 % | 5.739.293 $ | -361.630 $ | -5,9 % | 6.100.923 $ | +99.819 $ | +1,7 % |
| Concord Wealth Partners | 6.094.444 $ | +143.112 $ | +2,4 % | 5.951.332 $ | -28.269 $ | -0,5 % | 5.979.601 $ | -54.099 $ | -0,9 % | 6.033.700 $ | -2.037 $ | -0,0 % |
| HEADINVEST, LLC | 6.089.784 $ | +1.556.329 $ | +34,3 % | 4.533.455 $ | +367.066 $ | +8,8 % | 4.166.389 $ | -436.781 $ | -9,5 % | 4.603.170 $ | -128.889 $ | -2,7 % |
| Net Worth Advisory Group | 5.927.111 $ | -139.432 $ | -2,3 % | 6.066.543 $ | +719.953 $ | +13,5 % | ||||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 6.054.097 $ | +437.572 $ | +7,8 % | 5.616.525 $ | +979.835 $ | +21,1 % | 4.636.690 $ | -936.992 $ | -16,8 % | 5.573.682 $ | +445.273 $ | +8,7 % |
| Cobblestone Asset Management LLC | 6.048.932 $ | |||||||||||
| PRIVATE TRUST CO NA | 6.047.750 $ | +809.367 $ | +15,5 % | 5.238.383 $ | -371.265 $ | -6,6 % | 5.609.648 $ | -62.132 $ | -1,1 % | 5.671.780 $ | +15.952 $ | +0,3 % |
| Fortitude Advisory Group L.L.C. | 6.030.918 $ | +998.240 $ | +19,8 % | 5.032.678 $ | +333.228 $ | +7,1 % | 4.699.450 $ | +151.674 $ | +3,3 % | 4.547.776 $ | +251.314 $ | +5,8 % |
| Bridgewater Advisors Inc. | 6.025.208 $ | +2.766.050 $ | +84,9 % | 3.259.158 $ | -53.012 $ | -1,6 % | 3.312.170 $ | +6.559 $ | +0,2 % | 3.305.611 $ | -61.141 $ | -1,8 % |
| Texas Capital Bank Wealth Management Services Inc | 6.019.563 $ | +39.016 $ | +0,7 % | 5.980.547 $ | +63.530 $ | +1,1 % | 5.917.017 $ | |||||
| Good Harbor Advisors, Inc. | 6.007.397 $ | +1.132.134 $ | +23,2 % | 4.875.263 $ | +640.149 $ | +15,1 % | 4.235.114 $ | |||||
| Strive Financial Group ,LLC | 5.991.467 $ | +4.398.467 $ | +276,1 % | 1.593.000 $ | +190.170 $ | +13,6 % | 1.402.830 $ | |||||
| Hartmann Taylor Wealth Management, LLC | 5.727.293 $ | +0 $ | +0,0 % | 5.727.293 $ | -257.842 $ | -4,3 % | 5.985.135 $ | +118.653 $ | +2,0 % | 5.866.482 $ | +428.976 $ | +7,9 % |
| U S WEALTH GROUP, LLC. | 5.972.670 $ | +13.304 $ | +0,2 % | 5.959.366 $ | +478.284 $ | +8,7 % | ||||||
| Quadrant Private Wealth Management, LLC | 5.968.618 $ | +518.404 $ | +9,5 % | 5.450.214 $ | +215.752 $ | +4,1 % | 5.234.462 $ | +651.116 $ | +14,2 % | |||
| Jefferies Financial Group Inc. | 2.894.624 $ | +287.503 $ | +11,0 % | 2.607.121 $ | -3.358.440 $ | -56,3 % | 5.965.561 $ | +3.759.558 $ | +170,4 % | 2.206.003 $ | +132.657 $ | +6,4 % |
| RICHARDS, MERRILL & PETERSON, INC. | 5.957.827 $ | +475.042 $ | +8,7 % | 5.482.785 $ | +1.283.792 $ | +30,6 % | 4.198.993 $ | +708.192 $ | +20,3 % | 3.490.801 $ | +878.734 $ | +33,6 % |
| Sankala Group LLC | 5.956.222 $ | +342.720 $ | +6,1 % | 5.613.502 $ | -11.754 $ | -0,2 % | 5.625.256 $ | |||||
| Synergy Investment Management, LLC | 5.952.432 $ | +1.900.305 $ | +46,9 % | 4.052.127 $ | +1.174.374 $ | +40,8 % | 2.877.753 $ | -294.186 $ | -9,3 % | 3.171.939 $ | -11.278.636 $ | -78,0 % |
| Catalyst Investment Management LLC | 5.951.173 $ | +3.175.569 $ | +114,4 % | 2.775.604 $ | -2.950.491 $ | -51,5 % | 5.726.095 $ | |||||
| Burk Holdings LLC | 5.942.585 $ | +539.065 $ | +10,0 % | 5.403.520 $ | +1.231.509 $ | +29,5 % | 4.172.011 $ | +416.406 $ | +11,1 % | 3.755.605 $ | +934.020 $ | +33,1 % |
| MidFirst Bank | 5.941.862 $ | +183.475 $ | +3,2 % | 5.758.387 $ | +449.449 $ | +8,5 % | 5.308.938 $ | |||||
| Pekin Hardy Strauss, Inc. | 5.940.840 $ | +2.294.975 $ | +62,9 % | 3.645.865 $ | ||||||||
| Comprehensive Financial Planning, Inc./PA | 5.931.347 $ | +1.022.903 $ | +20,8 % | 4.908.444 $ | +718.863 $ | +17,2 % | 4.189.581 $ | +9.229 $ | +0,2 % | 4.180.352 $ | +733.733 $ | +21,3 % |
| Integrity Investment Advisors, LLC | 2.590.764 $ | +1.188.551 $ | +84,8 % | 1.402.213 $ | -4.522.608 $ | -76,3 % | 5.924.821 $ | |||||
| Hutchens & Kramer Investment Management Group, LLC | 5.917.355 $ | +730.057 $ | +14,1 % | 5.187.298 $ | -545.231 $ | -9,5 % | 5.732.529 $ | -75.314 $ | -1,3 % | 5.807.843 $ | -192.462 $ | -3,2 % |
| Arsenal Capital Advisors LLC | 4.591.529 $ | +1.268.725 $ | +38,2 % | 3.322.804 $ | -2.587.866 $ | -43,8 % | 5.910.670 $ | |||||
| Headlands Technologies LLC | 5.898.060 $ | +5.682.207 $ | +2.632,4 % | 215.853 $ | -255.504 $ | -54,2 % | 471.357 $ | +185.316 $ | +64,8 % | 286.041 $ | -374.587 $ | -56,7 % |
| HAZLETT, BURT & WATSON, INC. | 4.758.000 $ | +467.000 $ | +10,9 % | 4.291.000 $ | -214.000 $ | -4,8 % | 4.505.000 $ | -1.385.000 $ | -23,5 % | 5.890.000 $ | -4.537.000 $ | -43,5 % |
| Collaborative Fund Advisors, LLC | 5.847.740 $ | |||||||||||
| Lifeworks Advisors, LLC | 4.427.910 $ | +826.959 $ | +23,0 % | 3.600.951 $ | -2.009.454 $ | -35,8 % | 5.610.405 $ | -236.907 $ | -4,1 % | 5.847.312 $ | -424.409 $ | -6,8 % |
| Bullock Wealth Management Group | 5.822.729 $ | |||||||||||
| SACHEM HILL LLC | 5.813.461 $ | +547.642 $ | +10,4 % | 5.265.819 $ | +30.429 $ | +0,6 % | 5.235.390 $ | -68.325 $ | -1,3 % | 5.303.715 $ | -265.868 $ | -4,8 % |
| M Wealth Management, LLC | 5.765.702 $ | +92.823 $ | +1,6 % | 5.672.879 $ | -30.267 $ | -0,5 % | 5.703.146 $ | -106.344 $ | -1,8 % | 5.809.490 $ | +14.958 $ | +0,3 % |
| Stanich Group LLC | 5.803.777 $ | +924.018 $ | +18,9 % | 4.879.759 $ | +484.072 $ | +11,0 % | 4.395.687 $ | +164.687 $ | +3,9 % | 4.231.000 $ | ||
| TRANSCEND CAPITAL ADVISORS, LLC | 5.795.077 $ | +1.115.674 $ | +23,8 % | 4.679.403 $ | +769.045 $ | +19,7 % | 3.910.358 $ | -237.068 $ | -5,7 % | 4.147.426 $ | +185.183 $ | +4,7 % |
| Litman Gregory Wealth Management LLC | 5.628.463 $ | -166.064 $ | -2,9 % | 5.794.527 $ | +278.047 $ | +5,0 % | ||||||
| OMNI 360 Wealth, Inc. | 5.794.187 $ | +392.527 $ | +7,3 % | 5.401.660 $ | +62.107 $ | +1,2 % | 5.339.553 $ | -72.579 $ | -1,3 % | 5.412.132 $ | +192.886 $ | +3,7 % |
| PDS Planning, Inc | 5.786.930 $ | +1.470.357 $ | +34,1 % | 4.316.573 $ | +130.573 $ | +3,1 % | 4.186.000 $ | +746.250 $ | +21,7 % | 3.439.750 $ | +105.111 $ | +3,2 % |
| Fortitude Family Office, LLC | 5.770.466 $ | +481.667 $ | +9,1 % | 5.288.799 $ | +123.632 $ | +2,4 % | 5.165.167 $ | -78.993 $ | -1,5 % | 5.244.160 $ | -85.669 $ | -1,6 % |
| EARNED WEALTH ADVISORS, LLC | 5.432.163 $ | +723.061 $ | +15,4 % | 4.709.102 $ | -1.055.707 $ | -18,3 % | 5.764.809 $ | +575.404 $ | +11,1 % | 5.189.405 $ | +503.988 $ | +10,8 % |
| Financial Management, Inc. | 5.634.293 $ | +368.768 $ | +7,0 % | 5.265.525 $ | -493.599 $ | -8,6 % | 5.759.124 $ | |||||
| Refined Wealth Management | 5.757.518 $ | +66.156 $ | +1,2 % | 5.691.362 $ | ||||||||
| Capasso Planning Partners LLC | 4.710.771 $ | +413.493 $ | +9,6 % | 4.297.278 $ | -381.136 $ | -8,1 % | 4.678.414 $ | -1.073.847 $ | -18,7 % | 5.752.261 $ | -1.828.891 $ | -24,1 % |
| IVC Wealth Advisors LLC | 5.740.836 $ | +706.713 $ | +14,0 % | 5.034.123 $ | +89.216 $ | +1,8 % | 4.944.907 $ | +138.817 $ | +2,9 % | 4.806.090 $ | -367.757 $ | -7,1 % |
| Braun-Bostich & Associates Inc. | 5.736.076 $ | +341.438 $ | +6,3 % | 5.394.638 $ | -39.459 $ | -0,7 % | 5.434.097 $ | +23.740 $ | +0,4 % | 5.410.357 $ | +250.936 $ | +4,9 % |
| ADVISORTRUST PARTNERS, LLC | 5.734.331 $ | +3.374.659 $ | +143,0 % | 2.359.672 $ | +56.099 $ | +2,4 % | 2.303.573 $ | |||||
| Lexington Hill Partners, LLC | 5.725.585 $ | +1.617.429 $ | +39,4 % | 4.108.156 $ | +2.651.647 $ | +182,1 % | 1.456.509 $ | |||||
| JDM Financial Group LLC | 3.523.981 $ | -1.249.554 $ | -26,2 % | 4.773.535 $ | -947.732 $ | -16,6 % | 5.721.267 $ | +4.782.855 $ | +509,7 % | 938.412 $ | +198.452 $ | +26,8 % |
| GatePass Capital, LLC | 1.658.747 $ | -4.058.449 $ | -71,0 % | 5.717.196 $ | +4.073.859 $ | +247,9 % | 1.643.337 $ | +787.864 $ | +92,1 % | 855.473 $ | +59.209 $ | +7,4 % |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 5.689.016 $ | +951.348 $ | +20,1 % | 4.737.668 $ | -12.643 $ | -0,3 % | 4.750.311 $ | -167.709 $ | -3,4 % | 4.918.020 $ | +822.851 $ | +20,1 % |
| Comprehensive Money Management Services LLC | 5.682.309 $ | +868.142 $ | +18,0 % | 4.814.167 $ | +548.733 $ | +12,9 % | 4.265.434 $ | +1.107 $ | +0,0 % | 4.264.327 $ | +232.482 $ | +5,8 % |
| LS Investment Advisors, LLC | 5.681.643 $ | +151.594 $ | +2,7 % | 5.530.049 $ | +2.800.042 $ | +102,6 % | 2.730.007 $ | -253.346 $ | -8,5 % | 2.983.353 $ | -1.312.438 $ | -30,6 % |
| Wealth Care LLC | 5.671.833 $ | +708.197 $ | +14,3 % | 4.963.636 $ | ||||||||
| Grantvest Financial Group LLC | 5.669.163 $ | +996.691 $ | +21,3 % | 4.672.472 $ | +609.171 $ | +15,0 % | 4.063.301 $ | -93.937 $ | -2,3 % | 4.157.238 $ | +179.357 $ | +4,5 % |
| Evolution Advisers, Inc. | 5.667.000 $ | +3.090.000 $ | +119,9 % | 2.577.000 $ | +6.000 $ | +0,2 % | 2.571.000 $ | +220.000 $ | +9,4 % | 2.351.000 $ | +138.000 $ | +6,2 % |
| TRAN CAPITAL MANAGEMENT, L.P. | 5.329.412 $ | -316.483 $ | -5,6 % | 5.645.895 $ | +160.184 $ | +2,9 % | 5.485.711 $ | +4.507.347 $ | +460,7 % | 978.364 $ | +6.869 $ | +0,7 % |
| Investment Research Partners LLC | 5.638.226 $ | +163.059 $ | +3,0 % | 5.475.167 $ | +431.462 $ | +8,6 % | 5.043.705 $ | +318.733 $ | +6,7 % | 4.724.972 $ | ||
| Investment Advisory Group, LLC | 5.624.076 $ | +1.150.451 $ | +25,7 % | 4.473.625 $ | +541.796 $ | +13,8 % | 3.931.829 $ | -224.543 $ | -5,4 % | 4.156.372 $ | +244.454 $ | +6,2 % |
| CAMDEN NATIONAL BANK | 5.599.923 $ | +335.818 $ | +6,4 % | 5.264.105 $ | +1.014.704 $ | +23,9 % | 4.249.401 $ | +191.065 $ | +4,7 % | 4.058.336 $ | +215.544 $ | +5,6 % |
| STRATEGIC PLANNING GROUP, LLC | 1.135.332 $ | +64.952 $ | +6,1 % | 1.070.380 $ | -120.774 $ | -10,1 % | 1.191.154 $ | -4.396.048 $ | -78,7 % | 5.587.202 $ | -12.875.546 $ | -69,7 % |
| Prestige Wealth Management Group LLC | 5.457.817 $ | +717.731 $ | +15,1 % | 4.740.086 $ | -838.657 $ | -15,0 % | 5.578.743 $ | +159.927 $ | +3,0 % | 5.418.816 $ | +319.723 $ | +6,3 % |
| Saxony Capital Management, LLC | 985.130 $ | -828.623 $ | -45,7 % | 1.813.753 $ | +868.477 $ | +91,9 % | 945.276 $ | -4.628.941 $ | -83,0 % | 5.574.217 $ | -194.750 $ | -3,4 % |
| DecisionPoint Financial, LLC | 5.568.875 $ | +209.211 $ | +3,9 % | 5.359.664 $ | +1.008.687 $ | +23,2 % | 4.350.977 $ | +14.270 $ | +0,3 % | 4.336.707 $ | -201.704 $ | -4,4 % |
| Capital Developers, LLC | 5.564.509 $ | +461.355 $ | +9,0 % | 5.103.154 $ | ||||||||
| Hurlow Wealth Management Group, Inc. | 5.532.178 $ | +733.759 $ | +15,3 % | 4.798.419 $ | -170.708 $ | -3,4 % | 4.969.127 $ | +82.125 $ | +1,7 % | 4.887.002 $ | +239.867 $ | +5,2 % |
| Quantum Capital Management, LLC / NJ | 5.521.404 $ | +4.894.798 $ | +781,2 % | 626.606 $ | -3.974 $ | -0,6 % | 630.580 $ | +14.817 $ | +2,4 % | 615.763 $ | +21.382 $ | +3,6 % |
| Founders Capital Management | 5.516.194 $ | +910.528 $ | +19,8 % | 4.605.666 $ | +2.256.771 $ | +96,1 % | 2.348.895 $ | +17.723 $ | +0,8 % | 2.331.172 $ | +209.466 $ | +9,9 % |
| Curry Webb Wealth Management LLC | 5.511.026 $ | +534.437 $ | +10,7 % | 4.976.589 $ | +262.447 $ | +5,6 % | 4.714.142 $ | |||||
| Smith Salley Wealth Management | 5.503.016 $ | +1.312.113 $ | +31,3 % | 4.190.903 $ | -297.114 $ | -6,6 % | 4.488.017 $ | +98.201 $ | +2,2 % | 4.389.816 $ | +402.272 $ | +10,1 % |
| Barnes Wealth Management Group, Inc | 5.193.064 $ | +491.759 $ | +10,5 % | 4.701.305 $ | -705.617 $ | -13,1 % | 5.406.922 $ | -84.827 $ | -1,5 % | 5.491.749 $ | +317.872 $ | +6,1 % |
| Traveka Wealth, LLC | 5.476.735 $ | +203.283 $ | +3,9 % | 5.273.452 $ | -118.265 $ | -2,2 % | 5.391.717 $ | +621.046 $ | +13,0 % | 4.770.671 $ | +8.163 $ | +0,2 % |
| Keystone Financial Services, LLC | 5.467.332 $ | +298.390 $ | +5,8 % | 5.168.942 $ | +446.395 $ | +9,5 % | 4.722.547 $ | -52.412 $ | -1,1 % | 4.774.959 $ | +82.930 $ | +1,8 % |
| Mascagni Wealth Management, Inc. | 5.444.116 $ | +670.914 $ | +14,1 % | 4.773.202 $ | +2.057.456 $ | +75,8 % | 2.715.746 $ | +1.209.843 $ | +80,3 % | 1.505.903 $ | +264.529 $ | +21,3 % |
| Beacon Financial Advisory LLC | 5.443.068 $ | +620.060 $ | +12,9 % | 4.823.008 $ | +14.466 $ | +0,3 % | 4.808.542 $ | +203.225 $ | +4,4 % | 4.605.317 $ | +21.198 $ | +0,5 % |
| Heritage Wealth Management, Inc. | 5.439.993 $ | +1.059.122 $ | +24,2 % | 4.380.871 $ | +1.168.153 $ | +36,4 % | 3.212.718 $ | +949.112 $ | +41,9 % | |||
| LYNCH & ASSOCIATES/IN | 5.434.703 $ | +276.112 $ | +5,4 % | 5.158.591 $ | +694.620 $ | +15,6 % | 4.463.971 $ | -29.090 $ | -0,6 % | 4.493.061 $ | +369.316 $ | +9,0 % |
| GILPIN WEALTH MANAGEMENT, LLC | 5.425.564 $ | +1.139.678 $ | +26,6 % | 4.285.886 $ | +224.723 $ | +5,5 % | 4.061.163 $ | |||||
| PRIVATE CLIENT SERVICES, LLC | 5.411.148 $ | +838.794 $ | +18,3 % | 4.572.354 $ | +353.433 $ | +8,4 % | 4.218.921 $ | +454.502 $ | +12,1 % | 3.764.419 $ | +368.639 $ | +10,9 % |
| 3 FACTOR INDEXING, LLC | 5.408.648 $ | +228.999 $ | +4,4 % | 5.179.649 $ | ||||||||
| Pullen Investment Management, LLC | 5.063.019 $ | +664.420 $ | +15,1 % | 4.398.599 $ | -198.025 $ | -4,3 % | 4.596.624 $ | -793.142 $ | -14,7 % | 5.389.766 $ | +587.540 $ | +12,2 % |
| BridgePort Financial Solutions, LLC | 5.383.699 $ | +775.341 $ | +16,8 % | 4.608.358 $ | -402.102 $ | -8,0 % | 5.010.460 $ | +174.882 $ | +3,6 % | 4.835.578 $ | +886.441 $ | +22,4 % |
| Sage Investment Advisers LLC | 4.606.768 $ | -194.536 $ | -4,1 % | 4.801.304 $ | -577.039 $ | -10,7 % | 5.378.343 $ | |||||
| TrustWell Financial Advisors, LLC | 5.374.681 $ | +136.718 $ | +2,6 % | 5.237.963 $ | +339.826 $ | +6,9 % | 4.898.137 $ | |||||
| CWC Advisors, LLC. | 4.789.228 $ | +581.611 $ | +13,8 % | 4.207.617 $ | -1.141.628 $ | -21,3 % | 5.349.245 $ | +113.435 $ | +2,2 % | 5.235.810 $ | +389.584 $ | +8,0 % |
| PERSONAL CFO SOLUTIONS, LLC | 410.394 $ | -4.825.198 $ | -92,2 % | 5.235.592 $ | +135.646 $ | +2,7 % | 5.099.946 $ | -247.214 $ | -4,6 % | 5.347.160 $ | +5.131.068 $ | +2.374,5 % |
| AVITY INVESTMENT MANAGEMENT INC. | 5.345.599 $ | +694.515 $ | +14,9 % | 4.651.084 $ | -233.707 $ | -4,8 % | 4.884.791 $ | -298.630 $ | -5,8 % | 5.183.421 $ | +2.084.150 $ | +67,2 % |
| Segment Wealth Management, LLC | 5.339.189 $ | +1.202.115 $ | +29,1 % | 4.137.074 $ | -316.503 $ | -7,1 % | 4.453.577 $ | +31.308 $ | +0,7 % | 4.422.269 $ | +238.186 $ | +5,7 % |
| Flower City Capital | 5.309.908 $ | +665.543 $ | +14,3 % | 4.644.365 $ | -171.228 $ | -3,6 % | 4.815.593 $ | +596.381 $ | +14,1 % | 4.219.212 $ | +245.669 $ | +6,2 % |
| BG Investment Services, LLC | 5.290.698 $ | +1.011.341 $ | +23,6 % | 4.279.357 $ | +177.949 $ | +4,3 % | 4.101.408 $ | +751.887 $ | +22,4 % | 3.349.521 $ | +2.146.307 $ | +178,4 % |
| Churchill Financial Advisors, LLC | 5.288.534 $ | +799.166 $ | +17,8 % | 4.489.368 $ | +46.557 $ | +1,0 % | 4.442.811 $ | |||||
| FCA CORP /TX | 5.285.073 $ | +630.004 $ | +13,5 % | 4.655.069 $ | -38.342 $ | -0,8 % | 4.693.411 $ | +176.487 $ | +3,9 % | 4.516.924 $ | -237.013 $ | -5,0 % |
| Valued Wealth Advisors LLC | 5.283.140 $ | +254.043 $ | +5,1 % | 5.029.097 $ | +781.978 $ | +18,4 % | 4.247.119 $ | -11.066 $ | -0,3 % | 4.258.185 $ | +186.698 $ | +4,6 % |
| ROMAN BUTLER FULLERTON & CO | 5.206.179 $ | -76.309 $ | -1,4 % | 5.282.488 $ | +1.162.798 $ | +28,2 % | 4.119.690 $ | +35.221 $ | +0,9 % | 4.084.469 $ | +628.026 $ | +18,2 % |
| Hamilton Capital, LLC | 5.269.533 $ | +874.513 $ | +19,9 % | 4.395.020 $ | +380.126 $ | +9,5 % | 4.014.894 $ | +1.005.777 $ | +33,4 % | |||
| SUMMITRY LLC | 701.281 $ | -4.567.951 $ | -86,7 % | 5.269.232 $ | +773.984 $ | +17,2 % | 4.495.248 $ | +4.001.090 $ | +809,7 % | 494.158 $ | ||
| Pinnacle Bancorp, Inc. | 5.266.267 $ | +809.608 $ | +18,2 % | 4.456.659 $ | +54.609 $ | +1,2 % | 4.402.050 $ | +14.243 $ | +0,3 % | 4.387.807 $ | -106.811 $ | -2,4 % |
| GM Advisory Group, LLC | 5.264.265 $ | +458.212 $ | +9,5 % | |||||||||
| S.A. Mason LLC | 5.262.287 $ | +827.307 $ | +18,7 % | 4.434.980 $ | +32.148 $ | +0,7 % | 4.402.832 $ | +115.822 $ | +2,7 % | 4.287.010 $ | +239.510 $ | +5,9 % |
| Hilltop Holdings Inc. | 5.261.831 $ | +2.540.607 $ | +93,4 % | 2.721.224 $ | -641.232 $ | -19,1 % | 3.362.456 $ | -912.121 $ | -21,3 % | 4.274.577 $ | +328.930 $ | +8,3 % |
| Patten Group, Inc. | 5.256.385 $ | +433.239 $ | +9,0 % | 4.823.146 $ | +899.300 $ | +22,9 % | 3.923.846 $ | +1.595.716 $ | +68,5 % | 2.328.130 $ | +315.750 $ | +15,7 % |
| Sonora Investment Management Group, LLC | 5.249.447 $ | +731.627 $ | +16,2 % | |||||||||
| HARBOUR INVESTMENT MANAGEMENT LLC | 5.221.552 $ | +623.859 $ | +13,6 % | 4.597.693 $ | +85.833 $ | +1,9 % | 4.511.860 $ | -205.587 $ | -4,4 % | 4.717.447 $ | +818.559 $ | +21,0 % |
| Cornerstone Wealth, LLC/TN | 5.214.155 $ | +1.520.619 $ | +41,2 % | 3.693.536 $ | ||||||||
| Axis Wealth Partners, LLC | 5.212.488 $ | +172.716 $ | +3,4 % | 5.039.772 $ | +455.285 $ | +9,9 % | 4.584.487 $ | +173.942 $ | +3,9 % | 4.410.545 $ | +202.506 $ | +4,8 % |
| Cresta Advisors, Ltd. | 5.017.284 $ | -190.739 $ | -3,7 % | 5.208.023 $ | +866.128 $ | +19,9 % | 4.341.895 $ | +282.303 $ | +7,0 % | 4.059.592 $ | -104.115 $ | -2,5 % |
| METROPOLITAN LIFE INSURANCE CO/NY | 4.690.972 $ | +263.770 $ | +6,0 % | 4.427.202 $ | -773.448 $ | -14,9 % | 5.200.650 $ | -223.900 $ | -4,1 % | |||
| 71 West Capital Partners | 5.198.348 $ | +55.682 $ | +1,1 % | 5.142.666 $ | +4.639.443 $ | +921,9 % | 503.223 $ | |||||
| Latitude Advisors, LLC | 5.195.410 $ | +410.136 $ | +8,6 % | 4.785.274 $ | +517.867 $ | +12,1 % | 4.267.407 $ | +291.632 $ | +7,3 % | 3.975.775 $ | +140.823 $ | +3,7 % |
| Glass Jacobson Investment Advisors llc | 5.189.038 $ | +521.936 $ | +11,2 % | 4.667.102 $ | +996.472 $ | +27,1 % | 3.670.630 $ | -195.697 $ | -5,1 % | 3.866.327 $ | +369.001 $ | +10,6 % |
| waypoint wealth counsel | 3.217.532 $ | +345.244 $ | +12,0 % | 2.872.288 $ | -2.026.677 $ | -41,4 % | 4.898.965 $ | -288.370 $ | -5,6 % | 5.187.335 $ | +191.664 $ | +3,8 % |
| B.O.S.S. Retirement Advisors, LLC | 3.309.888 $ | -1.873.878 $ | -36,1 % | 5.183.766 $ | +2.286.527 $ | +78,9 % | 2.897.239 $ | +1.535.190 $ | +112,7 % | |||
| TRUSTMARK BANK TRUST DEPARTMENT | 4.669.076 $ | -297.725 $ | -6,0 % | 4.966.801 $ | -50.915 $ | -1,0 % | 5.017.716 $ | -151.968 $ | -2,9 % | 5.169.684 $ | -54.335 $ | -1,0 % |
| Stillwater Wealth Management Group | 5.164.883 $ | +2.135.248 $ | +70,5 % | 3.029.635 $ | +2.743.123 $ | +957,4 % | 286.512 $ | |||||
| Smart Money Group LLC | 4.996.971 $ | -164.303 $ | -3,2 % | 5.161.274 $ | +919.506 $ | +21,7 % | 4.241.768 $ | -34.280 $ | -0,8 % | 4.276.048 $ | -1.326.621 $ | -23,7 % |
| REDW Wealth LLC | 5.032.497 $ | +141.130 $ | +2,9 % | 4.891.367 $ | -232.840 $ | -4,5 % | 5.124.207 $ | -30.699 $ | -0,6 % | 5.154.906 $ | +287.120 $ | +5,9 % |
| Good Steward Wealth Advisors,LLC | 5.142.491 $ | +456.682 $ | +9,7 % | 4.685.809 $ | +163.646 $ | +3,6 % | 4.522.163 $ | |||||
| MILLINGTON SECURITIES, LLC | 5.128.590 $ | |||||||||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 5.086.590 $ | +447.006 $ | +9,6 % | 4.639.584 $ | +232.707 $ | +5,3 % | 4.406.877 $ | -460.909 $ | -9,5 % | 4.867.786 $ | -631.409 $ | -11,5 % |
| Klingman & Associates, LLC | 5.046.925 $ | +418.541 $ | +9,0 % | 4.628.384 $ | -452.129 $ | -8,9 % | 5.080.513 $ | +798.289 $ | +18,6 % | 4.282.224 $ | +128.773 $ | +3,1 % |
| J HAGAN CAPITAL, INC. | 3.875.261 $ | +496.877 $ | +14,7 % | 3.378.384 $ | -118.806 $ | -3,4 % | 3.497.190 $ | -1.581.909 $ | -31,1 % | 5.079.099 $ | +486.034 $ | +10,6 % |
| Citizens National Bank Trust Department | 5.061.649 $ | +397.198 $ | +8,5 % | 4.664.451 $ | +31.010 $ | +0,7 % | 4.633.441 $ | +30.036 $ | +0,7 % | 4.603.405 $ | +939.260 $ | +25,6 % |
| HOLLENCREST CAPITAL MANAGEMENT | 4.220.399 $ | -618.027 $ | -12,8 % | 4.838.426 $ | -212.207 $ | -4,2 % | 5.050.633 $ | -2.296 $ | -0,0 % | 5.052.929 $ | +306.055 $ | +6,4 % |
| GREENLEAF TRUST | 5.050.152 $ | +1.285.399 $ | +34,1 % | 3.764.753 $ | -39.544 $ | -1,0 % | 3.804.297 $ | +270.137 $ | +7,6 % | 3.534.160 $ | -217.162 $ | -5,8 % |
| Heritage Trust Co | 5.045.734 $ | +2.295.750 $ | +83,5 % | 2.749.984 $ | -18.238 $ | -0,7 % | 2.768.222 $ | -377.180 $ | -12,0 % | 3.145.402 $ | +214.341 $ | +7,3 % |
| WATERSHED PRIVATE WEALTH LLC | 5.045.315 $ | +191.546 $ | +3,9 % | 4.853.769 $ | -102.168 $ | -2,1 % | 4.955.937 $ | -38.898 $ | -0,8 % | 4.994.835 $ | +143.983 $ | +3,0 % |
| First Financial Group Corp | 5.042.094 $ | +60.225 $ | +1,2 % | 4.981.869 $ | +258.584 $ | +5,5 % | 4.723.285 $ | +1.409.716 $ | +42,5 % | 3.313.569 $ | +1.396.572 $ | +72,9 % |
| Madison Park Capital Advisors, LLC | 5.036.987 $ | +879.970 $ | +21,2 % | 4.157.017 $ | +35.040 $ | +0,9 % | 4.121.977 $ | +68.312 $ | +1,7 % | 4.053.665 $ | +348.974 $ | +9,4 % |
| AWM CAPITAL, LLC | 5.020.060 $ | +528.451 $ | +11,8 % | 4.491.609 $ | +134.591 $ | +3,1 % | 4.357.018 $ | -2.489 $ | -0,1 % | 4.359.507 $ | +163.025 $ | +3,9 % |
| PETTYJOHN, WOOD & WHITE, INC | 5.014.847 $ | +946.843 $ | +23,3 % | 4.068.004 $ | -28.035 $ | -0,7 % | 4.096.039 $ | +92.040 $ | +2,3 % | 4.003.999 $ | +293.058 $ | +7,9 % |
| Encompass More Asset Management | 2.431.262 $ | +1.213.983 $ | +99,7 % | 1.217.279 $ | -3.786.274 $ | -75,7 % | 5.003.553 $ | +136.966 $ | +2,8 % | 4.866.587 $ | ||
| Prospect Financial Services LLC | 4.993.874 $ | +1.514.334 $ | +43,5 % | 3.479.540 $ | +400.032 $ | +13,0 % | 3.079.508 $ | -664.612 $ | -17,8 % | 3.744.120 $ | +357.028 $ | +10,5 % |
| CEERA INVESTMENTS, LLC | 4.988.793 $ | +4.020.011 $ | +415,0 % | 968.782 $ | ||||||||
| BRIDGES INVESTMENT MANAGEMENT INC | 2.045.371 $ | +382.861 $ | +23,0 % | 1.662.510 $ | +389.843 $ | +30,6 % | 1.272.667 $ | -3.702.479 $ | -74,4 % | 4.975.146 $ | +4.558.574 $ | +1.094,3 % |
| EWA, LLC | 4.047.591 $ | +120.942 $ | +3,1 % | 3.926.649 $ | -1.043.890 $ | -21,0 % | 4.970.539 $ | +4.710.126 $ | +1.808,7 % | 260.413 $ | +19.459 $ | +8,1 % |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 4.746.608 $ | +551.451 $ | +13,1 % | 4.195.157 $ | -774.786 $ | -15,6 % | 4.969.943 $ | |||||
| M Holdings Securities, Inc. | 4.073.000 $ | -885.000 $ | -17,8 % | 4.958.000 $ | +3.993.000 $ | +413,8 % | 965.000 $ | |||||
| Providence First Trust Co | 4.950.444 $ | +1.669.984 $ | +50,9 % | 3.280.460 $ | -471.344 $ | -12,6 % | 3.751.804 $ | +1.153.580 $ | +44,4 % | 2.598.224 $ | -2.440.449 $ | -48,4 % |
| Thayer Financial, L.L.C. | 4.939.012 $ | +661.041 $ | +15,5 % | 4.277.971 $ | +893.646 $ | +26,4 % | 3.384.325 $ | |||||
| Balentine LLC | 4.932.250 $ | +39.919 $ | +0,8 % | 4.892.331 $ | +373.613 $ | +8,3 % | 4.518.718 $ | +64.323 $ | +1,4 % | 4.454.395 $ | +743.016 $ | +20,0 % |
| May Hill Capital, LLC | 4.926.116 $ | +569.802 $ | +13,1 % | 4.356.314 $ | -19.622 $ | -0,4 % | 4.375.936 $ | -306.365 $ | -6,5 % | 4.682.301 $ | +102.334 $ | +2,2 % |
| Index Fund Advisors, Inc. | 4.922.511 $ | +523.430 $ | +11,9 % | 4.399.081 $ | +440.519 $ | +11,1 % | 3.958.562 $ | +316.124 $ | +8,7 % | 3.642.438 $ | +72.290 $ | +2,0 % |
| Bare Financial Services, Inc | 4.902.429 $ | +1.824.611 $ | +59,3 % | 3.077.818 $ | +1.886.807 $ | +158,4 % | 1.191.011 $ | |||||
| Roberts Financial Services LLC | 1.637.289 $ | -33.897 $ | -2,0 % | 1.671.186 $ | -3.221.177 $ | -65,8 % | 4.892.363 $ | +215.169 $ | +4,6 % | 4.677.194 $ | +1.015.020 $ | +27,7 % |
| Financial Perspectives, Inc | 4.879.177 $ | +758.986 $ | +18,4 % | 4.120.191 $ | +1.037.083 $ | +33,6 % | 3.083.108 $ | +79.968 $ | +2,7 % | 3.003.140 $ | +453.146 $ | +17,8 % |
| GWN SECURITIES INC. | 4.858.754 $ | +505.519 $ | +11,6 % | 4.353.235 $ | -345.560 $ | -7,4 % | 4.698.795 $ | +821.537 $ | +21,2 % | 3.877.258 $ | -3.146.032 $ | -44,8 % |
| Carter Financial Group, INC. | 4.840.400 $ | +451.974 $ | +10,3 % | 4.388.426 $ | -168.019 $ | -3,7 % | 4.556.445 $ | +82.288 $ | +1,8 % | 4.474.157 $ | -2.183 $ | -0,0 % |
| Luminvest Wealth Management LLC | 4.838.086 $ | +2.000.473 $ | +70,5 % | 2.837.613 $ | -73.650 $ | -2,5 % | 2.911.263 $ | +367.164 $ | +14,4 % | 2.544.099 $ | -32.297 $ | -1,3 % |
| Park Edge Advisors, LLC | 4.836.748 $ | +315.852 $ | +7,0 % | 4.520.896 $ | +56.370 $ | +1,3 % | 4.464.526 $ | +26.483 $ | +0,6 % | 4.438.043 $ | +729.567 $ | +19,7 % |
| Cedarwood Wealth LLC | 4.834.731 $ | +629.178 $ | +15,0 % | 4.205.553 $ | +453.239 $ | +12,1 % | 3.752.314 $ | |||||
| Linscomb Wealth, Inc. | 4.583.075 $ | -246.178 $ | -5,1 % | 4.829.253 $ | +132.699 $ | +2,8 % | 4.696.554 $ | +68.933 $ | +1,5 % | 4.627.621 $ | +367.020 $ | +8,6 % |
| Commonwealth Financial Services, LLC | 4.828.313 $ | +4.189.036 $ | +655,3 % | 639.277 $ | +77.965 $ | +13,9 % | 561.312 $ | -1.262 $ | -0,2 % | 562.574 $ | -37.522 $ | -6,3 % |
| 1620 INVESTMENT ADVISORS, INC. | 4.384.976 $ | -261.281 $ | -5,6 % | 4.646.257 $ | +7.916 $ | +0,2 % | 4.638.341 $ | -184.448 $ | -3,8 % | 4.822.789 $ | +271.626 $ | +6,0 % |
| Fortress Wealth Management, Inc. | 4.820.601 $ | -90.354 $ | -1,8 % | |||||||||
| JB Capital LLC | 4.773.504 $ | -34.553 $ | -0,7 % | 4.808.057 $ | +733.135 $ | +18,0 % | 4.074.922 $ | +933.764 $ | +29,7 % | 3.141.158 $ | +308.890 $ | +10,9 % |
| WORLD EQUITY GROUP, INC. | 4.794.050 $ | +408.092 $ | +9,3 % | 4.385.958 $ | +351.437 $ | +8,7 % | 4.034.521 $ | +212.695 $ | +5,6 % | 3.821.826 $ | +347.449 $ | +10,0 % |
| Guild Investment Management, Inc. | 4.777.483 $ | +418.628 $ | +9,6 % | 4.358.855 $ | +566.440 $ | +14,9 % | ||||||
| LVM CAPITAL MANAGEMENT LTD/MI | 4.757.000 $ | +324.000 $ | +7,3 % | 4.433.000 $ | +615.000 $ | +16,1 % | 3.818.000 $ | -83.000 $ | -2,1 % | 3.901.000 $ | +164.000 $ | +4,4 % |
| Beacon Capital Management, LLC | 4.747.492 $ | +299.442 $ | +6,7 % | 4.448.050 $ | +937.165 $ | +26,7 % | 3.510.885 $ | +777.028 $ | +28,4 % | 2.733.857 $ | +1.050.732 $ | +62,4 % |
| Summit Wealth Group, LLC | 4.746.807 $ | +103.815 $ | +2,2 % | 4.642.992 $ | +104.990 $ | +2,3 % | 4.538.002 $ | +2.591 $ | +0,1 % | 4.535.411 $ | +118.411 $ | +2,7 % |
| STRATEGIC ADVISORY PARTNERS, LLC | 4.745.838 $ | +911.519 $ | +23,8 % | 3.834.319 $ | +3.506.804 $ | +1.070,7 % | 327.515 $ | |||||
| Aletheian Wealth Advisors LLC | 4.738.580 $ | +103.341 $ | +2,2 % | 4.635.239 $ | +20.173 $ | +0,4 % | 4.615.066 $ | +205.513 $ | +4,7 % | |||
| Relyea Zuckerberg Hanson LLC | 4.723.820 $ | +764.738 $ | +19,3 % | 3.959.082 $ | +38.617 $ | +1,0 % | 3.920.465 $ | -160.546 $ | -3,9 % | 4.081.011 $ | +242.670 $ | +6,3 % |
| LAZARD ASSET MANAGEMENT LLC | 264.870 $ | -4.326.095 $ | -94,2 % | 4.590.965 $ | -122.805 $ | -2,6 % | 4.713.770 $ | +90.915 $ | +2,0 % | 4.622.855 $ | +17.855 $ | +0,4 % |
| Almitas Capital LLC | 4.702.848 $ | |||||||||||
| BALYASNY ASSET MANAGEMENT L.P. | 723.360 $ | -3.937.271 $ | -84,5 % | 4.660.631 $ | ||||||||
| Colonial Trust Co / SC | 4.657.277 $ | +454.045 $ | +10,8 % | 4.203.232 $ | +1.334.840 $ | +46,5 % | 2.868.392 $ | +93.145 $ | +3,4 % | 2.775.247 $ | +839.946 $ | +43,4 % |
| Astoria Portfolio Advisors LLC. | 4.654.157 $ | +450.804 $ | +10,7 % | 4.203.353 $ | +44.942 $ | +1,1 % | 4.158.411 $ | +847.675 $ | +25,6 % | 3.310.736 $ | +61.736 $ | +1,9 % |
| Clearstead Trust, LLC | 4.646.398 $ | +408.809 $ | +9,6 % | 4.237.589 $ | +689.481 $ | +19,4 % | 3.548.108 $ | -351.154 $ | -9,0 % | 3.899.262 $ | +751.681 $ | +23,9 % |
| Topsail Wealth Management, LLC | 4.629.199 $ | +684.227 $ | +17,3 % | 3.944.972 $ | -56.947 $ | -1,4 % | 4.001.919 $ | +77.016 $ | +2,0 % | 3.924.903 $ | +273.853 $ | +7,5 % |
| Northern Lights Advisors, Inc. | 4.625.442 $ | +562.478 $ | +13,8 % | 4.062.964 $ | +188.075 $ | +4,9 % | 3.874.889 $ | |||||
| Carr Financial Group Corp | 4.578.825 $ | +655.694 $ | +16,7 % | 3.923.131 $ | -675.266 $ | -14,7 % | 4.598.397 $ | -24.433 $ | -0,5 % | 4.622.830 $ | -15.844.884 $ | -77,4 % |
| Mendota Financial Group, LLC | 4.224.425 $ | -395.163 $ | -8,6 % | 4.619.588 $ | +585.288 $ | +14,5 % | 4.034.300 $ | +150.832 $ | +3,9 % | 3.883.468 $ | +176.546 $ | +4,8 % |
| FORTRESS PRIVATE LEDGER, LLC | 4.616.815 $ | +755.904 $ | +19,6 % | 3.860.911 $ | +1.215.915 $ | +46,0 % | 2.644.996 $ | +133.671 $ | +5,3 % | 2.511.325 $ | +237.506 $ | +10,4 % |
| MOULTON WEALTH MANAGEMENT, INC | 4.610.837 $ | |||||||||||
| Vishria Bird Financial Group, LLC | 4.608.100 $ | +334.831 $ | +7,8 % | |||||||||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 4.600.538 $ | +502.138 $ | +12,3 % | 4.098.400 $ | +71.032 $ | +1,8 % | 4.027.368 $ | +39.818 $ | +1,0 % | 3.987.550 $ | +453.910 $ | +12,8 % |
| NORTHWEST WEALTH MANAGEMENT, LLC | 4.589.520 $ | +1.037.819 $ | +29,2 % | 3.551.701 $ | +192.501 $ | +5,7 % | 3.359.200 $ | +12.882 $ | +0,4 % | 3.346.318 $ | +178.251 $ | +5,6 % |
| WASHINGTON TRUST Co | 4.586.902 $ | +156.321 $ | +3,5 % | 4.430.581 $ | +1.599.636 $ | +56,5 % | 2.830.945 $ | +21.715 $ | +0,8 % | 2.809.230 $ | -11.243 $ | -0,4 % |
| Cornerstone Financial Management LLC | 4.583.400 $ | +644.091 $ | +16,4 % | 3.939.309 $ | +119.210 $ | +3,1 % | 3.820.099 $ | |||||
| BANK OF NOVA SCOTIA | 2.473.006 $ | +329.480 $ | +15,4 % | 2.143.526 $ | -18.414 $ | -0,9 % | 2.161.940 $ | -2.415.722 $ | -52,8 % | 4.577.662 $ | ||
| Northstar Group, Inc. | 4.576.372 $ | +191.032 $ | +4,4 % | 4.385.340 $ | +418.616 $ | +10,6 % | 3.966.724 $ | +10.935 $ | +0,3 % | 3.955.789 $ | +24.542 $ | +0,6 % |
| Community Bank, N.A. | 4.574.569 $ | +867.367 $ | +23,4 % | 3.707.202 $ | +77.573 $ | +2,1 % | 3.629.629 $ | +18.217 $ | +0,5 % | 3.611.412 $ | +397.973 $ | +12,4 % |
| Pineridge Advisors LLC | 4.572.417 $ | +253.896 $ | +5,9 % | |||||||||
| Everstar Asset Management, LLC | 4.571.748 $ | +590.707 $ | +14,8 % | 3.981.041 $ | -204.431 $ | -4,9 % | 4.185.472 $ | +45.829 $ | +1,1 % | 4.139.643 $ | +196.065 $ | +5,0 % |
| D'Orazio & Associates, Inc. | 4.571.152 $ | +465.444 $ | +11,3 % | 4.105.708 $ | -187.644 $ | -4,4 % | 4.293.352 $ | +220.029 $ | +5,4 % | 4.073.323 $ | +413.930 $ | +11,3 % |
| TFR Capital, LLC. | 4.566.654 $ | +539.242 $ | +13,4 % | 4.027.412 $ | -280.564 $ | -6,5 % | 4.307.976 $ | +129.423 $ | +3,1 % | 4.178.553 $ | +324.945 $ | +8,4 % |
| LIFELONG WEALTH ADVISORS, INC. | 4.566.535 $ | +264.986 $ | +6,2 % | 4.301.549 $ | +109.047 $ | +2,6 % | 4.192.502 $ | +428.438 $ | +11,4 % | 3.764.064 $ | +248.907 $ | +7,1 % |
| Silver Oak Advisory Group, Inc. | 4.554.000 $ | +371.000 $ | +8,9 % | 4.183.000 $ | -250.000 $ | -5,6 % | 4.433.000 $ | -65.000 $ | -1,4 % | 4.498.000 $ | +195.000 $ | +4,5 % |
| Cannon Wealth Management Services, LLC | 4.541.827 $ | +772.967 $ | +20,5 % | 3.768.860 $ | +954.805 $ | +33,9 % | 2.814.055 $ | +712.593 $ | +33,9 % | 2.101.462 $ | +715.902 $ | +51,7 % |
| Zullo Investment Group, Inc. | 4.541.114 $ | +613.844 $ | +15,6 % | 3.927.270 $ | +706.879 $ | +22,0 % | 3.220.391 $ | +6.668 $ | +0,2 % | 3.213.723 $ | +354.474 $ | +12,4 % |
| Safe Harbor Family Capital, LLC | 4.535.283 $ | +487.425 $ | +12,0 % | 4.047.858 $ | +615.453 $ | +17,9 % | 3.432.405 $ | |||||
| Dala Group, LLC | 992.628 $ | -1.021.878 $ | -50,7 % | 2.014.506 $ | -2.511.060 $ | -55,5 % | 4.525.566 $ | |||||
| Torrey Growth & Income Advisors | 1.361.780 $ | -1.280.759 $ | -48,5 % | 2.642.539 $ | -250.099 $ | -8,6 % | 2.892.638 $ | -1.626.554 $ | -36,0 % | 4.519.192 $ | ||
| Tyche Wealth Partners LLC | 4.518.637 $ | +398.746 $ | +9,7 % | 4.119.891 $ | +434.487 $ | +11,8 % | 3.685.404 $ | +2.039.350 $ | +123,9 % | 1.646.054 $ | ||
| Balefire, LLC | 4.510.868 $ | +2.253.413 $ | +99,8 % | 2.257.455 $ | +76.169 $ | +3,5 % | 2.181.286 $ | -1.591 $ | -0,1 % | 2.182.877 $ | +335.572 $ | +18,2 % |
| Q3 Asset Management | 4.127.000 $ | +333.000 $ | +8,8 % | 3.794.000 $ | -710.000 $ | -15,8 % | 4.504.000 $ | |||||
| DEARBORN PARTNERS LLC | 4.502.895 $ | +2.675.975 $ | +146,5 % | 1.826.920 $ | +647.907 $ | +55,0 % | 1.179.013 $ | +385.151 $ | +48,5 % | 793.862 $ | +332.997 $ | +72,3 % |
| WEDGEWOOD INVESTORS INC /PA/ | 4.499.310 $ | +949.374 $ | +26,7 % | 3.549.936 $ | +340.431 $ | +10,6 % | 3.209.505 $ | -48.032 $ | -1,5 % | 3.257.537 $ | +237.319 $ | +7,9 % |
| Ameritas Investment Partners, Inc. | 3.154.132 $ | -1.219.145 $ | -27,9 % | 4.373.277 $ | -123.630 $ | -2,7 % | 4.496.907 $ | +346.929 $ | +8,4 % | 4.149.978 $ | +1.356.791 $ | +48,6 % |
| WealthBridge Capital Management, LLC | 4.492.050 $ | +1.475.305 $ | +48,9 % | 3.016.745 $ | +253.543 $ | +9,2 % | 2.763.202 $ | +17.061 $ | +0,6 % | 2.746.141 $ | +24.896 $ | +0,9 % |
| Hershey Financial Advisers, LLC | 2.353.082 $ | +1.968.245 $ | +511,4 % | 384.837 $ | -714.470 $ | -65,0 % | 1.099.307 $ | -3.391.613 $ | -75,5 % | 4.490.920 $ | +1.294.587 $ | +40,5 % |
| GARRISON POINT ADVISORS, LLC | 4.481.357 $ | +726.243 $ | +19,3 % | 3.755.114 $ | +360.624 $ | +10,6 % | 3.394.490 $ | +453.031 $ | +15,4 % | 2.941.459 $ | +561.371 $ | +23,6 % |
| Laraway Financial Advisors Inc | 4.477.107 $ | +682.555 $ | +18,0 % | 3.794.552 $ | -116.798 $ | -3,0 % | 3.911.350 $ | +108.343 $ | +2,8 % | 3.803.007 $ | +324.107 $ | +9,3 % |
| KELLY FINANCIAL GROUP LLC | 4.471.936 $ | +304.655 $ | +7,3 % | 4.167.281 $ | +576.038 $ | +16,0 % | 3.591.243 $ | -201.468 $ | -5,3 % | 3.792.711 $ | +14.221 $ | +0,4 % |
| GUYASUTA INVESTMENT ADVISORS INC | 4.466.362 $ | +402.649 $ | +9,9 % | 4.063.713 $ | +525.894 $ | +14,9 % | 3.537.819 $ | +25.864 $ | +0,7 % | 3.511.955 $ | +239.400 $ | +7,3 % |
| Guardian Asset Advisors, LLC | 4.459.181 $ | +1.042.315 $ | +30,5 % | 3.416.866 $ | +353.294 $ | +11,5 % | 3.063.572 $ | +308.212 $ | +11,2 % | 2.755.360 $ | -572.937 $ | -17,2 % |
| Donor Advised Charitable Giving, Inc. | 4.167.202 $ | +493.853 $ | +13,4 % | 3.673.349 $ | -781.054 $ | -17,5 % | 4.454.403 $ | +5.030 $ | +0,1 % | 4.449.373 $ | +318.121 $ | +7,7 % |
| Harrington Investments, INC | 4.422.303 $ | -9.253 $ | -0,2 % | 4.431.556 $ | +1.821 $ | +0,0 % | 4.429.735 $ | -21.069 $ | -0,5 % | 4.450.804 $ | +37.780 $ | +0,9 % |
| WEIK CAPITAL MANAGEMENT | 4.440.137 $ | +384.157 $ | +9,5 % | 4.055.980 $ | +43.620 $ | +1,1 % | 4.012.360 $ | -147.497 $ | -3,5 % | 4.159.857 $ | +227.690 $ | +5,8 % |
| Centerline Wealth Advisors, LLC | 4.439.180 $ | +551.680 $ | +14,2 % | 3.887.500 $ | ||||||||
| SHELTON WEALTH MANAGEMENT, LLC | 4.357.019 $ | +347.165 $ | +8,7 % | 4.009.854 $ | -388.863 $ | -8,8 % | 4.398.717 $ | -19.344 $ | -0,4 % | 4.418.061 $ | +26.970 $ | +0,6 % |
| Archvest Wealth Advisors, Inc. | 4.416.907 $ | +77.821 $ | +1,8 % | 4.339.086 $ | +876.384 $ | +25,3 % | 3.462.702 $ | +32.056 $ | +0,9 % | 3.430.646 $ | -307.630 $ | -8,2 % |
| Lunt Capital Management, Inc. | 4.415.906 $ | +248.978 $ | +6,0 % | 4.166.928 $ | +60.187 $ | +1,5 % | 4.106.741 $ | -31.939 $ | -0,8 % | 4.138.680 $ | +198.551 $ | +5,0 % |
| 5T Wealth, LLC | 3.524.975 $ | -885.653 $ | -20,1 % | 4.410.628 $ | +670.524 $ | +17,9 % | 3.740.104 $ | +170.263 $ | +4,8 % | 3.569.841 $ | +779.996 $ | +28,0 % |
| Professional Financial Management, Inc. | 4.408.181 $ | +944.818 $ | +27,3 % | 3.463.363 $ | +419.085 $ | +13,8 % | 3.044.278 $ | |||||
| Traynor Capital Management, Inc. | 4.399.512 $ | +717.715 $ | +19,5 % | 3.681.797 $ | +1.006.214 $ | +37,6 % | 2.675.583 $ | +524.656 $ | +24,4 % | 2.150.927 $ | +817.273 $ | +61,3 % |
| Bedel Financial Consulting, Inc. | 4.388.480 $ | +38.896 $ | +0,9 % | 4.349.584 $ | +684.914 $ | +18,7 % | 3.664.670 $ | +701.674 $ | +23,7 % | 2.962.996 $ | +205.520 $ | +7,5 % |
| Phocas Financial Corp. | 4.388.339 $ | +660.314 $ | +17,7 % | 3.728.025 $ | -291.266 $ | -7,2 % | 4.019.291 $ | +40.211 $ | +1,0 % | 3.979.080 $ | +269.146 $ | +7,3 % |
| COMPASS CAPITAL CORP /MA/ /ADV | 3.676.487 $ | -694.721 $ | -15,9 % | 4.371.208 $ | +140.847 $ | +3,3 % | 4.230.361 $ | +787.737 $ | +22,9 % | 3.442.624 $ | -174.242 $ | -4,8 % |
| One Day In July LLC | 4.368.519 $ | +670.340 $ | +18,1 % | 3.698.179 $ | +575.007 $ | +18,4 % | 3.123.172 $ | -178.600 $ | -5,4 % | 3.301.772 $ | +134.927 $ | +4,3 % |
| SFM, LLC | 4.052.140 $ | -315.698 $ | -7,2 % | 4.367.838 $ | +679.383 $ | +18,4 % | 3.688.455 $ | +223.401 $ | +6,4 % | 3.465.054 $ | +384.250 $ | +12,5 % |
| Owen LaRue, LLC | 4.357.590 $ | +822.919 $ | +23,3 % | 3.534.671 $ | +227.895 $ | +6,9 % | 3.306.776 $ | +541.970 $ | +19,6 % | 2.764.806 $ | +290.554 $ | +11,7 % |
| MMA ASSET MANAGEMENT LLC | 4.355.000 $ | +489.398 $ | +12,7 % | 3.865.602 $ | +1.667.288 $ | +75,8 % | 2.198.314 $ | -393.672 $ | -15,2 % | 2.591.986 $ | +1.330.301 $ | +105,4 % |
| FIDELIS CAPITAL PARTNERS, LLC | 4.350.018 $ | +367.392 $ | +9,2 % | 3.982.626 $ | +833.675 $ | +26,5 % | 3.148.951 $ | +2.099.398 $ | +200,0 % | 1.049.553 $ | +56.634 $ | +5,7 % |
| CAPE COD FIVE CENTS SAVINGS BANK | 2.208.706 $ | -2.135.263 $ | -49,2 % | 4.343.969 $ | +0 $ | +0,0 % | 4.343.969 $ | +0 $ | +0,0 % | |||
| Port Capital LLC | 4.343.617 $ | +432.545 $ | +11,1 % | 3.911.072 $ | +106.604 $ | +2,8 % | 3.804.468 $ | +202.468 $ | +5,6 % | 3.602.000 $ | +185.000 $ | +5,4 % |
| Legacy Bridge, LLC | 4.315.854 $ | +622.601 $ | +16,9 % | 3.693.253 $ | +121.996 $ | +3,4 % | 3.571.257 $ | +111.735 $ | +3,2 % | 3.459.522 $ | +539.818 $ | +18,5 % |
| Veracity Capital LLC | 4.304.420 $ | +1.146.962 $ | +36,3 % | 3.157.458 $ | -1.871 $ | -0,1 % | 3.159.329 $ | +1.408.854 $ | +80,5 % | 1.750.475 $ | +117.710 $ | +7,2 % |
| Mirador Capital Partners LP | 4.299.587 $ | +529.650 $ | +14,0 % | 3.769.937 $ | +344.207 $ | +10,0 % | 3.425.730 $ | +174.402 $ | +5,4 % | 3.251.328 $ | +374.416 $ | +13,0 % |
| Falcon Wealth Planning | 4.210.151 $ | -86.268 $ | -2,0 % | 4.296.419 $ | +963.205 $ | +28,9 % | 3.333.214 $ | +20.749 $ | +0,6 % | 3.312.465 $ | +551.071 $ | +20,0 % |
| SIH Partners, LLLP | 4.295.200 $ | |||||||||||
| Frisch Financial Group, Inc. | 4.294.943 $ | +1.052.723 $ | +32,5 % | 3.242.220 $ | +2.502.352 $ | +338,2 % | 739.868 $ | +422.183 $ | +132,9 % | 317.685 $ | +10.685 $ | +3,5 % |
| Whitcomb & Hess, Inc. | 4.293.896 $ | +434.514 $ | +11,3 % | 3.859.382 $ | +21.139 $ | +0,6 % | 3.838.243 $ | +331.349 $ | +9,4 % | 3.506.894 $ | +218.869 $ | +6,7 % |
| Garden State Investment Advisory Services LLC | 4.286.279 $ | +228.202 $ | +5,6 % | 4.058.077 $ | +664.062 $ | +19,6 % | 3.394.015 $ | -295.483 $ | -8,0 % | 3.689.498 $ | -868.673 $ | -19,1 % |
| Landmark Wealth Management, LLC | 4.284.687 $ | +701.613 $ | +19,6 % | 3.583.074 $ | +984.790 $ | +37,9 % | 2.598.284 $ | +42.516 $ | +1,7 % | 2.555.768 $ | +180.768 $ | +7,6 % |
| Florida Trust Wealth Management Co | 4.270.760 $ | +2.173.861 $ | +103,7 % | 2.096.899 $ | +492.539 $ | +30,7 % | 1.604.360 $ | +3.057 $ | +0,2 % | 1.601.303 $ | +141.999 $ | +9,7 % |
| Ulland Investment Advisors, LLC | 4.265.000 $ | +627.000 $ | +17,2 % | 3.638.000 $ | -25.000 $ | -0,7 % | 3.663.000 $ | -416.000 $ | -10,2 % | 4.079.000 $ | +285.000 $ | +7,5 % |
| SageGuard Financial Group, LLC | 3.910.848 $ | -137.226 $ | -3,4 % | 4.048.074 $ | -216.119 $ | -5,1 % | 4.264.193 $ | |||||
| MASECO LLP | 4.263.229 $ | +419.515 $ | +10,9 % | 3.843.714 $ | -227.061 $ | -5,6 % | 4.070.775 $ | +505.677 $ | +14,2 % | |||
| ARS Wealth Advisors Group, LLC | 4.257.175 $ | +1.535.243 $ | +56,4 % | 2.721.932 $ | +243.970 $ | +9,8 % | 2.477.962 $ | +281.607 $ | +12,8 % | 2.196.355 $ | +529.347 $ | +31,8 % |
| Decker Wealth Management LLC | 4.254.662 $ | +182.005 $ | +4,5 % | 4.072.657 $ | +338.701 $ | +9,1 % | 3.733.956 $ | |||||
| JTC Employer Solutions Trustee Ltd | 4.233.000 $ | +30.000 $ | +0,7 % | 4.203.000 $ | +28.000 $ | +0,7 % | 4.175.000 $ | -77.000 $ | -1,8 % | 4.252.000 $ | +46.000 $ | +1,1 % |
| PENOBSCOT WEALTH MANAGEMENT | 4.249.322 $ | +403.002 $ | +10,5 % | 3.846.320 $ | -264.340 $ | -6,4 % | 4.110.660 $ | +35.814 $ | +0,9 % | 4.074.846 $ | +540.958 $ | +15,3 % |
| Daytona Street Capital LLC | 4.245.949 $ | +523.896 $ | +14,1 % | 3.722.053 $ | +460.781 $ | +14,1 % | 3.261.272 $ | |||||
| Lantern Wealth Advisors, LLC | 3.510.402 $ | -31.284 $ | -0,9 % | 3.541.686 $ | -392.310 $ | -10,0 % | 3.933.996 $ | -302.632 $ | -7,1 % | 4.236.628 $ | -520.302 $ | -10,9 % |
| WESPAC Advisors, LLC | 4.231.702 $ | +2.158.526 $ | +104,1 % | 2.073.176 $ | -1.613.915 $ | -43,8 % | 3.687.091 $ | +1.341.907 $ | +57,2 % | 2.345.184 $ | +939.284 $ | +66,8 % |
| 1834 INVESTMENT ADVISORS CO | 4.198.668 $ | +1.351.910 $ | +47,5 % | 2.846.758 $ | +69.958 $ | +2,5 % | 2.776.800 $ | -79.630 $ | -2,8 % | 2.856.430 $ | +466.086 $ | +19,5 % |
| Carroll Advisory Group, LLC | 4.193.207 $ | +831.044 $ | +24,7 % | 3.362.163 $ | +665.660 $ | +24,7 % | 2.696.503 $ | |||||
| Callan Family Office, LLC | 4.187.437 $ | +626.840 $ | +17,6 % | 3.560.597 $ | -143.282 $ | -3,9 % | 3.703.879 $ | +77.056 $ | +2,1 % | 3.626.823 $ | +270.926 $ | +8,1 % |
| BECKER CAPITAL MANAGEMENT INC | 4.179.173 $ | +809.686 $ | +24,0 % | 3.369.487 $ | -401.758 $ | -10,7 % | 3.771.245 $ | +63.647 $ | +1,7 % | 3.707.598 $ | +201.197 $ | +5,7 % |
| Costello Asset Management, INC | 3.957.618 $ | +340.064 $ | +9,4 % | 3.617.554 $ | +53.316 $ | +1,5 % | 3.564.238 $ | -608.381 $ | -14,6 % | 4.172.619 $ | -198.809 $ | -4,5 % |
| Sovereign Financial Group, Inc. | 3.912.038 $ | -252.325 $ | -6,1 % | 4.164.363 $ | +134.098 $ | +3,3 % | 4.030.265 $ | -59.879 $ | -1,5 % | 4.090.144 $ | -507.432 $ | -11,0 % |
| FULCRUM WEALTH ADVISORS, LLC | 4.161.819 $ | +3.471.114 $ | +502,5 % | 690.705 $ | -5.916 $ | -0,8 % | 696.621 $ | |||||
| KINTRA WEALTH, LLC | 3.187.780 $ | -965.978 $ | -23,3 % | 4.153.758 $ | +840.639 $ | +25,4 % | 3.313.119 $ | |||||
| Members Trust Co | 4.152.839 $ | +370.928 $ | +9,8 % | 3.781.911 $ | +1.727.790 $ | +84,1 % | 2.054.121 $ | +51.941 $ | +2,6 % | 2.002.180 $ | +151.819 $ | +8,2 % |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 4.135.951 $ | +308.017 $ | +8,0 % | 3.827.934 $ | ||||||||
| BELLEVUE ASSET MANAGEMENT, LLC | 4.135.708 $ | +403.806 $ | +10,8 % | 3.731.902 $ | +101.092 $ | +2,8 % | 3.630.810 $ | +127.277 $ | +3,6 % | 3.503.533 $ | +253.125 $ | +7,8 % |
| Freedom Financial Partners LLC | 4.131.142 $ | +186.879 $ | +4,7 % | 3.944.263 $ | -8.096 $ | -0,2 % | 3.952.359 $ | +168.349 $ | +4,4 % | 3.784.010 $ | +226.636 $ | +6,4 % |
| Goldstein Advisors, LLC | 4.127.051 $ | +865.794 $ | +26,5 % | 3.261.257 $ | -275.557 $ | -7,8 % | 3.536.814 $ | +313.123 $ | +9,7 % | 3.223.691 $ | +262.590 $ | +8,9 % |
| KKM Financial LLC | 4.117.133 $ | +0 $ | +0,0 % | 4.117.133 $ | ||||||||
| BNC WEALTH MANAGEMENT, LLC | 2.716.724 $ | +247.162 $ | +10,0 % | 2.469.562 $ | -688.068 $ | -21,8 % | 3.157.630 $ | -956.646 $ | -23,3 % | 4.114.276 $ | +11.608 $ | +0,3 % |
| Choate Investment Advisors | 3.844.441 $ | +366.958 $ | +10,6 % | 3.477.483 $ | +113.263 $ | +3,4 % | 3.364.220 $ | -749.120 $ | -18,2 % | 4.113.340 $ | +702.053 $ | +20,6 % |
| STERLING INVESTMENT MANAGEMENT, LLC | 4.108.714 $ | +25.211 $ | +0,6 % | 4.083.503 $ | +235.771 $ | +6,1 % | 3.847.732 $ | +1.427.294 $ | +59,0 % | 2.420.438 $ | -31.745 $ | -1,3 % |
| Financial & Tax Architects, LLC | 4.101.382 $ | +644.865 $ | +18,7 % | 3.456.517 $ | +395.890 $ | +12,9 % | 3.060.627 $ | +254.973 $ | +9,1 % | |||
| Greenhouse Wealth Management, LLC | 4.089.511 $ | +134.427 $ | +3,4 % | 3.955.084 $ | +109.213 $ | +2,8 % | 3.845.871 $ | +75.933 $ | +2,0 % | 3.769.938 $ | +173.911 $ | +4,8 % |
| Poehling Capital Management, INC. | 3.954.262 $ | +320.904 $ | +8,8 % | 3.633.358 $ | -449.068 $ | -11,0 % | 4.082.426 $ | +86.473 $ | +2,2 % | 3.995.953 $ | +239.363 $ | +6,4 % |
| Wiser Advisor Group LLC | 4.075.801 $ | +636.061 $ | +18,5 % | 3.439.740 $ | +177.552 $ | +5,4 % | 3.262.188 $ | +91.138 $ | +2,9 % | 3.171.050 $ | +389.607 $ | +14,0 % |
| LifePlan Financial, LLC | 4.073.033 $ | +319.974 $ | +8,5 % | 3.753.059 $ | -98.828 $ | -2,6 % | 3.851.887 $ | -46.248 $ | -1,2 % | 3.898.135 $ | +54.839 $ | +1,4 % |
| Integrity Financial Corp /WA | 4.073.003 $ | +2.586.291 $ | +174,0 % | 1.486.712 $ | +118.326 $ | +8,6 % | 1.368.386 $ | -1.827.971 $ | -57,2 % | 3.196.357 $ | +754.129 $ | +30,9 % |
| Edgestream Partners, L.P. | 3.165.835 $ | -594.528 $ | -15,8 % | 3.760.363 $ | -292.252 $ | -7,2 % | 4.052.615 $ | +2.637.408 $ | +186,4 % | 1.415.207 $ | +10.961 $ | +0,8 % |
| Spectrum Planning & Advisory Services Inc. | 3.774.800 $ | -271.805 $ | -6,7 % | 4.046.605 $ | +365.190 $ | +9,9 % | 3.681.415 $ | -235.912 $ | -6,0 % | 3.917.327 $ | -1.450.071 $ | -27,0 % |
| EHRLICH FINANCIAL GROUP | 4.037.538 $ | +468.051 $ | +13,1 % | 3.569.487 $ | +269.506 $ | +8,2 % | 3.299.981 $ | +133.308 $ | +4,2 % | 3.166.673 $ | +385.224 $ | +13,8 % |
| Capital Group Private Client Services, Inc. | 3.528.156 $ | -501.205 $ | -12,4 % | 4.029.361 $ | +2.471.470 $ | +158,6 % | 1.557.891 $ | +46.518 $ | +3,1 % | 1.511.373 $ | +1.170.300 $ | +343,1 % |
| River Wealth Advisors LLC | 3.751.384 $ | +398.651 $ | +11,9 % | 3.352.733 $ | -655.436 $ | -16,4 % | 4.008.169 $ | +11.633 $ | +0,3 % | 3.996.536 $ | +1.205.558 $ | +43,2 % |
| Legacy Wealth Advisors, LLC | 4.003.241 $ | +284.814 $ | +7,7 % | 3.718.427 $ | +2.320.138 $ | +165,9 % | 1.398.289 $ | |||||
| Physician Wealth Advisors, Inc. | 3.780.763 $ | -219.034 $ | -5,5 % | 3.999.797 $ | +419.493 $ | +11,7 % | 3.580.304 $ | -6.209 $ | -0,2 % | 3.586.513 $ | -614.675 $ | -14,6 % |
| Transcendent Capital Group LLC | 3.994.792 $ | +116.087 $ | +3,0 % | 3.878.705 $ | +131.739 $ | +3,5 % | 3.746.966 $ | +122.279 $ | +3,4 % | 3.624.687 $ | ||
| Ellenbecker Investment Group | 3.888.724 $ | -99.941 $ | -2,5 % | 3.988.665 $ | +83.893 $ | +2,1 % | 3.904.772 $ | -21.671 $ | -0,6 % | 3.926.443 $ | -146.124 $ | -3,6 % |
| Green Ridge Wealth Planning LLC | 3.985.862 $ | |||||||||||
| Olistico Wealth, LLC | 3.979.240 $ | +361.337 $ | +10,0 % | 3.617.903 $ | +91.800 $ | +2,6 % | 3.526.103 $ | +1.003.084 $ | +39,8 % | 2.523.019 $ | +221.076 $ | +9,6 % |
| Wellspring Financial Advisors, LLC | 3.956.403 $ | +1.156.183 $ | +41,3 % | 2.800.220 $ | +67.102 $ | +2,5 % | 2.733.118 $ | +2.079.237 $ | +318,0 % | 653.881 $ | +46.276 $ | +7,6 % |
| CWS Financial Advisors, LLC | 3.955.707 $ | +514.259 $ | +14,9 % | 3.441.448 $ | +359.540 $ | +11,7 % | 3.081.908 $ | +80.542 $ | +2,7 % | 3.001.366 $ | +112.559 $ | +3,9 % |
| Hilton Head Capital Partners, LLC | 3.950.388 $ | +144.338 $ | +3,8 % | 3.806.050 $ | +442.305 $ | +13,1 % | 3.363.745 $ | |||||
| Frank, Rimerman Advisors LLC | 3.947.290 $ | +1.415.885 $ | +55,9 % | 2.531.405 $ | +1.578.932 $ | +165,8 % | 952.473 $ | +20.222 $ | +2,2 % | 932.251 $ | +251.646 $ | +37,0 % |
| MONOGRAPH WEALTH ADVISORS, LLC | 3.945.096 $ | +479.816 $ | +13,8 % | 3.465.280 $ | +46.216 $ | +1,4 % | 3.419.064 $ | +103.877 $ | +3,1 % | 3.315.187 $ | +185.990 $ | +5,9 % |
| Schrum Private Wealth Management LLC | 3.208.030 $ | -736.327 $ | -18,7 % | 3.944.357 $ | +179.072 $ | +4,8 % | 3.765.285 $ | +161.017 $ | +4,5 % | 3.604.268 $ | +305.137 $ | +9,2 % |
| Aureum Wealth Management, LLC | 3.944.209 $ | +563.549 $ | +16,7 % | 3.380.660 $ | +557.101 $ | +19,7 % | 2.823.559 $ | |||||
| FIRST NATIONAL BANK OF OMAHA | 3.939.493 $ | +356.990 $ | +10,0 % | 3.582.503 $ | -98.455 $ | -2,7 % | 3.680.958 $ | |||||
| Orion Capital Management LLC | 3.579.390 $ | -298.089 $ | -7,7 % | 3.877.479 $ | +206.279 $ | +5,6 % | 3.671.200 $ | -260.309 $ | -6,6 % | 3.931.509 $ | -131.675 $ | -3,2 % |
| Range Financial Group LLC | 3.927.307 $ | +353.470 $ | +9,9 % | 3.573.837 $ | +272.194 $ | +8,2 % | 3.301.643 $ | +1.216.826 $ | +58,4 % | 2.084.817 $ | +223.363 $ | +12,0 % |
| Rehmann Capital Advisory Group | 3.734.999 $ | +104.112 $ | +2,9 % | 3.630.887 $ | -286.649 $ | -7,3 % | 3.917.536 $ | +909.576 $ | +30,2 % | 3.007.960 $ | +185.958 $ | +6,6 % |
| Westview Management dba Westview Investment Advisors | 3.738.913 $ | +376.642 $ | +11,2 % | 3.362.271 $ | -543.849 $ | -13,9 % | 3.906.120 $ | |||||
| Avion Wealth | 3.905.000 $ | +776.000 $ | +24,8 % | 3.129.000 $ | +1.077.000 $ | +52,5 % | 2.052.000 $ | -77.000 $ | -3,6 % | 2.129.000 $ | -6.000 $ | -0,3 % |
| BUILDER INVESTMENT GROUP INC /ADV | 3.895.743 $ | +666.558 $ | +20,6 % | 3.229.185 $ | -37.579 $ | -1,2 % | 3.266.764 $ | +131.481 $ | +4,2 % | 3.135.283 $ | +195.410 $ | +6,6 % |
| Rooted Wealth Advisors, Inc. | 3.892.996 $ | +237.060 $ | +6,5 % | 3.655.936 $ | +508.057 $ | +16,1 % | 3.147.879 $ | +247.703 $ | +8,5 % | 2.900.176 $ | -764.419 $ | -20,9 % |
| SACKS & ASSOCIATES, LLC | 2.847.033 $ | -455.591 $ | -13,8 % | 3.302.624 $ | -589.347 $ | -15,1 % | 3.891.971 $ | |||||
| Jackson Hole Capital Partners, LLC | 3.720.875 $ | -109.764 $ | -2,9 % | 3.830.639 $ | -48.406 $ | -1,2 % | 3.879.045 $ | +252.606 $ | +7,0 % | |||
| Nelson Capital Management, LLC | 3.871.541 $ | +359.323 $ | +10,2 % | 3.512.218 $ | -26.903 $ | -0,8 % | 3.539.121 $ | -59.420 $ | -1,7 % | 3.598.541 $ | +134.651 $ | +3,9 % |
| FIRETHORN WEALTH PARTNERS, LLC | 3.644.740 $ | +103.898 $ | +2,9 % | 3.540.842 $ | -32.703 $ | -0,9 % | 3.573.545 $ | -293.799 $ | -7,6 % | 3.867.344 $ | -81.546 $ | -2,1 % |
| SUCCESSION FINANCIAL, INC. | 3.862.340 $ | |||||||||||
| Fortune Financial Group, Inc. | 3.855.464 $ | +1.899.801 $ | +97,1 % | 1.955.663 $ | -1.670.337 $ | -46,1 % | 3.626.000 $ | |||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2.741.597 $ | +204.604 $ | +8,1 % | 2.536.993 $ | +144.420 $ | +6,0 % | 2.392.573 $ | -1.458.998 $ | -37,9 % | 3.851.571 $ | +818.800 $ | +27,0 % |
| Sonoma Private Wealth LLC | 3.848.810 $ | +765.560 $ | +24,8 % | 3.083.250 $ | +36.834 $ | +1,2 % | 3.046.416 $ | +4.615 $ | +0,2 % | |||
| MainStreet Investment Advisors LLC | 3.228.574 $ | -616.193 $ | -16,0 % | 3.844.767 $ | +813.334 $ | +26,8 % | 3.031.433 $ | +254.335 $ | +9,2 % | 2.777.098 $ | +817.816 $ | +41,7 % |
| Smith Thornton Advisors LLC | 3.838.159 $ | +722.139 $ | +23,2 % | 3.116.020 $ | +73.091 $ | +2,4 % | 3.042.929 $ | +113.529 $ | +3,9 % | 2.929.400 $ | +350.175 $ | +13,6 % |
| CRUX WEALTH ADVISORS | 3.713.479 $ | +499.251 $ | +15,5 % | 3.214.228 $ | -614.841 $ | -16,1 % | 3.829.069 $ | +61.562 $ | +1,6 % | 3.767.507 $ | +233.940 $ | +6,6 % |
| Founders Financial Alliance, LLC | 3.827.657 $ | +653.808 $ | +20,6 % | 3.173.849 $ | +462.334 $ | +17,1 % | 2.711.515 $ | -183.126 $ | -6,3 % | 2.894.641 $ | +279.869 $ | +10,7 % |
| DOVER ADVISORS, LLC | 3.822.678 $ | +349.350 $ | +10,1 % | 3.473.328 $ | -349.350 $ | -9,1 % | 3.822.678 $ | +1.152.830 $ | +43,2 % | 2.669.848 $ | +1.427.468 $ | +114,9 % |
| GK Wealth Management LLC | 3.815.443 $ | +822.350 $ | +27,5 % | 2.993.093 $ | +456.829 $ | +18,0 % | 2.536.264 $ | +984.294 $ | +63,4 % | |||
| Selective Wealth Management, Inc. | 3.809.067 $ | +216.732 $ | +6,0 % | 3.592.335 $ | +82.748 $ | +2,4 % | 3.509.587 $ | +222.669 $ | +6,8 % | 3.286.918 $ | -291.004 $ | -8,1 % |
| MOKAN Wealth Management Inc. | 3.792.895 $ | +192.796 $ | +5,4 % | 3.600.099 $ | +99.833 $ | +2,9 % | 3.500.266 $ | -302.452 $ | -8,0 % | 3.802.718 $ | -192.664 $ | -4,8 % |
| PKS Advisory Services, LLC | 3.799.803 $ | +2.169.011 $ | +133,0 % | 1.630.792 $ | -1.221.922 $ | -42,8 % | 2.852.714 $ | +53.113 $ | +1,9 % | 2.799.601 $ | -512.340 $ | -15,5 % |
| Millstone Evans Group, LLC | 3.342.243 $ | -455.158 $ | -12,0 % | 3.797.401 $ | +1.221.710 $ | +47,4 % | 2.575.691 $ | +2.264.107 $ | +726,6 % | 311.584 $ | +180.918 $ | +138,5 % |
| Evolution Wealth Advisors, LLC | 1.154.008 $ | -434.841 $ | -27,4 % | 1.588.849 $ | -2.207.414 $ | -58,1 % | 3.796.263 $ | +39.326 $ | +1,0 % | 3.756.937 $ | +104.352 $ | +2,9 % |
| Sonoma Allocations LLC | 3.794.830 $ | +1.931.860 $ | +103,7 % | 1.862.970 $ | +1.634.991 $ | +717,2 % | 227.979 $ | |||||
| ALERUS FINANCIAL NA | 19.627 $ | +2.732 $ | +16,2 % | 16.895 $ | -32.966 $ | -66,1 % | 49.861 $ | -3.740.585 $ | -98,7 % | 3.790.446 $ | +3.730.284 $ | +6.200,4 % |
| First Western Trust Bank | 3.786.542 $ | +2.591.233 $ | +216,8 % | 1.195.309 $ | +145.437 $ | +13,9 % | 1.049.872 $ | +21.218 $ | +2,1 % | 1.028.654 $ | +75.472 $ | +7,9 % |
| SHP Wealth Management | 3.783.837 $ | +159.802 $ | +4,4 % | 3.624.035 $ | -123.680 $ | -3,3 % | 3.747.715 $ | |||||
| True Vision MN LLC | 3.326.613 $ | -341.932 $ | -9,3 % | 3.668.545 $ | -109.592 $ | -2,9 % | 3.778.137 $ | +463.655 $ | +14,0 % | |||
| ROTHSCHILD INVESTMENT LLC | 3.771.854 $ | +813.454 $ | +27,5 % | 2.958.400 $ | +548.493 $ | +22,8 % | 2.409.907 $ | +467.762 $ | +24,1 % | 1.942.145 $ | +243.072 $ | +14,3 % |
| Scott & Selber, Inc. | 3.768.800 $ | +124.894 $ | +3,4 % | 3.643.906 $ | +158.324 $ | +4,5 % | 3.485.582 $ | -53.291 $ | -1,5 % | 3.538.873 $ | +371.873 $ | +11,7 % |
| ZWJ INVESTMENT COUNSEL INC | 3.767.829 $ | +455.057 $ | +13,7 % | 3.312.772 $ | -68.909 $ | -2,0 % | 3.381.681 $ | +15.964 $ | +0,5 % | 3.365.717 $ | +57.693 $ | +1,7 % |
| Fulcrum Equity Management | 3.751.166 $ | +43.961 $ | +1,2 % | 3.707.205 $ | +1.293.711 $ | +53,6 % | 2.413.494 $ | -161.167 $ | -6,3 % | 2.574.661 $ | +239.989 $ | +10,3 % |
| Keystone Financial Group | 3.747.089 $ | +564.538 $ | +17,7 % | 3.182.551 $ | +135.567 $ | +4,4 % | 3.046.984 $ | +92.334 $ | +3,1 % | 2.954.650 $ | -688.761 $ | -18,9 % |
| Sound Income Strategies, LLC | 3.338.050 $ | -396.154 $ | -10,6 % | 3.734.204 $ | +492.870 $ | +15,2 % | 3.241.334 $ | +1.396.542 $ | +75,7 % | 1.844.792 $ | +562.931 $ | +43,9 % |
| Godfrey Financial Associates, Inc. | 3.343.546 $ | +541.539 $ | +19,3 % | 2.802.007 $ | -920.304 $ | -24,7 % | 3.722.311 $ | |||||
| Hennion & Walsh Asset Management, Inc. | 851.370 $ | -97.854 $ | -10,3 % | 949.224 $ | -2.772.049 $ | -74,5 % | 3.721.273 $ | +2.330.522 $ | +167,6 % | 1.390.751 $ | -1.957 $ | -0,1 % |
| Essex Financial Services, Inc. | 3.715.658 $ | +775.866 $ | +26,4 % | 2.939.792 $ | +647.508 $ | +28,2 % | 2.292.284 $ | +240.445 $ | +11,7 % | 2.051.839 $ | +3.408 $ | +0,2 % |
| MEMBERS WEALTH LLC | 1.189.005 $ | +506.692 $ | +74,3 % | 682.313 $ | +38.369 $ | +6,0 % | 643.944 $ | -3.071.606 $ | -82,7 % | 3.715.550 $ | ||
| Stordahl Capital Management, Inc. | 3.618.156 $ | +494.306 $ | +15,8 % | 3.123.850 $ | -142.002 $ | -4,3 % | 3.265.852 $ | -446.046 $ | -12,0 % | 3.711.898 $ | +184.889 $ | +5,2 % |
| MilWealth Group LLC | 3.710.798 $ | +253.444 $ | +7,3 % | 3.457.354 $ | +18.690 $ | +0,5 % | 3.438.664 $ | +24.456 $ | +0,7 % | 3.414.208 $ | +137.434 $ | +4,2 % |
| Vawter Financial, Ltd. | 3.245.549 $ | +357.642 $ | +12,4 % | 2.887.907 $ | -779.250 $ | -21,2 % | 3.667.157 $ | -40.076 $ | -1,1 % | 3.707.233 $ | ||
| Piscataqua Savings Bank | 3.697.521 $ | +390.230 $ | +11,8 % | 3.307.291 $ | +685.661 $ | +26,2 % | 2.621.630 $ | +2.602.443 $ | +13.563,6 % | 19.187 $ | +1.790 $ | +10,3 % |
| NOTTINGHAM ADVISORS, INC. | 2.784.313 $ | +150.142 $ | +5,7 % | 2.634.171 $ | -187.317 $ | -6,6 % | 2.821.488 $ | -868.215 $ | -23,5 % | 3.689.703 $ | -153 $ | -0,0 % |
| M1 Capital Management LLC | 3.664.988 $ | +80.152 $ | +2,2 % | 3.584.836 $ | +226.246 $ | +6,7 % | 3.358.590 $ | +131.020 $ | +4,1 % | 3.227.570 $ | +424.276 $ | +15,1 % |
| Briggs Wealth Management, Inc | 3.651.777 $ | +508.996 $ | +16,2 % | 3.142.781 $ | +348.337 $ | +12,5 % | 2.794.444 $ | |||||
| Hopwood Financial Services, Inc. | 3.643.998 $ | -628.969 $ | -14,7 % | |||||||||
| Valley Financial Group, Inc. | 1.978.221 $ | -112.429 $ | -5,4 % | 2.090.650 $ | -154.203 $ | -6,9 % | 2.244.853 $ | -1.389.758 $ | -38,2 % | 3.634.611 $ | -20.018 $ | -0,5 % |
| PARK NATIONAL CORP /OH/ | 3.630.838 $ | +93.151 $ | +2,6 % | 3.537.687 $ | +2.626.152 $ | +288,1 % | 911.535 $ | |||||
| TRUST CO OF VERMONT | 2.757.740 $ | -867.542 $ | -23,9 % | 3.625.282 $ | +1.506.744 $ | +71,1 % | 2.118.538 $ | +100.578 $ | +5,0 % | |||
| Squire Investment Management Company, LLC | 3.623.487 $ | +634.706 $ | +21,2 % | 2.988.781 $ | +361.366 $ | +13,8 % | 2.627.415 $ | +221.511 $ | +9,2 % | 2.405.904 $ | +279.076 $ | +13,1 % |
| Caldwell Trust Co | 3.618.209 $ | +346.604 $ | +10,6 % | 3.271.605 $ | +199.778 $ | +6,5 % | 3.071.827 $ | +27.271 $ | +0,9 % | 3.044.556 $ | +106.738 $ | +3,6 % |
| RFG HOLDINGS, INC. | 405.888 $ | -23.748 $ | -5,5 % | 429.636 $ | -3.022.812 $ | -87,6 % | 3.452.448 $ | -143.051 $ | -4,0 % | 3.595.499 $ | +257.491 $ | +7,7 % |
| KFG WEALTH MANAGEMENT, LLC | 3.595.081 $ | +536.750 $ | +17,6 % | 3.058.331 $ | +781.686 $ | +34,3 % | 2.276.645 $ | +411.172 $ | +22,0 % | 1.865.473 $ | +560.216 $ | +42,9 % |
| Signature Resources Capital Management, LLC | 3.583.239 $ | +366.027 $ | +11,4 % | 3.217.212 $ | +125.244 $ | +4,1 % | 3.091.968 $ | +54.157 $ | +1,8 % | 3.037.811 $ | +352.006 $ | +13,1 % |
| MAS Advisors LLC | 3.576.152 $ | +72.440 $ | +2,1 % | |||||||||
| Andina Capital Management, LLC | 450.219 $ | -2.526.057 $ | -84,9 % | 2.976.276 $ | -599.465 $ | -16,8 % | 3.575.741 $ | +224.789 $ | +6,7 % | 3.350.952 $ | -151.279 $ | -4,3 % |
| Authentikos Wealth Advisory, LLC | 3.573.385 $ | |||||||||||
| Samalin Investment Counsel, LLC | 3.570.774 $ | +1.582.550 $ | +79,6 % | 1.988.224 $ | +1.708.500 $ | +610,8 % | 279.724 $ | +4.019 $ | +1,5 % | 275.705 $ | +5.629 $ | +2,1 % |
| Kearns & Associates LLC | 3.564.022 $ | +467.961 $ | +15,1 % | 3.096.061 $ | +133.725 $ | +4,5 % | 2.962.336 $ | +100.318 $ | +3,5 % | 2.862.018 $ | +245.558 $ | +9,4 % |
| Mason & Associates, LLC | 3.562.572 $ | +471.555 $ | +15,3 % | 3.091.017 $ | -144.913 $ | -4,5 % | 3.235.930 $ | +81.798 $ | +2,6 % | 3.154.132 $ | +0 $ | +0,0 % |
| RCS Financial Planning, LLC | 3.561.175 $ | +471.263 $ | +15,3 % | 3.089.912 $ | +732.650 $ | +31,1 % | 2.357.262 $ | -84.411 $ | -3,5 % | 2.441.673 $ | +738.081 $ | +43,3 % |
| Sequent Planning LLC | 3.556.048 $ | +1.036.415 $ | +41,1 % | 2.519.633 $ | +282.240 $ | +12,6 % | 2.237.393 $ | +957.393 $ | +74,8 % | 1.280.000 $ | ||
| Single Point Partners, LLC | 3.546.097 $ | +468.188 $ | +15,2 % | 3.077.909 $ | +36.178 $ | +1,2 % | 3.041.731 $ | +56.830 $ | +1,9 % | 2.984.901 $ | +154.901 $ | +5,5 % |
| M3 Advisory Group, LLC | 3.544.398 $ | +451.110 $ | +14,6 % | 3.093.288 $ | +71.316 $ | +2,4 % | 3.021.972 $ | +59.799 $ | +2,0 % | 2.962.173 $ | +159.773 $ | +5,7 % |
| Core Wealth Partners LLC | 2.031.163 $ | -1.508.308 $ | -42,6 % | 3.539.471 $ | +36.019 $ | +1,0 % | 3.503.452 $ | +145.863 $ | +4,3 % | 3.357.589 $ | +341.639 $ | +11,3 % |
| Resurgent Financial Advisors LLC | 3.345.452 $ | -165.130 $ | -4,7 % | 3.510.582 $ | -28.614 $ | -0,8 % | 3.539.196 $ | +120.616 $ | +3,5 % | |||
| Pine Haven Investment Counsel, Inc | 3.537.666 $ | +370.218 $ | +11,7 % | 3.167.448 $ | +541.599 $ | +20,6 % | 2.625.849 $ | +113.645 $ | +4,5 % | 2.512.204 $ | +121.250 $ | +5,1 % |
| MONTAG A & ASSOCIATES INC | 3.533.314 $ | +481.453 $ | +15,8 % | 3.051.861 $ | +188.853 $ | +6,6 % | 2.863.008 $ | +2.179.402 $ | +318,8 % | 683.606 $ | +41.894 $ | +6,5 % |
| ORSER CAPITAL MANAGEMENT, LLC | 3.019.917 $ | +456.590 $ | +17,8 % | 2.563.327 $ | -960.592 $ | -27,3 % | 3.523.919 $ | +848.419 $ | +31,7 % | 2.675.500 $ | ||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 3.508.731 $ | +498.110 $ | +16,5 % | 3.010.621 $ | +819.582 $ | +37,4 % | 2.191.039 $ | |||||
| McBroom & Associates, LLC | 3.507.247 $ | +3.183.223 $ | +982,4 % | 324.024 $ | -315.549 $ | -49,3 % | 639.573 $ | -350.219 $ | -35,4 % | |||
| MTM FINANCIAL GROUP, LLC | 3.216.780 $ | +4.771 $ | +0,1 % | 3.212.009 $ | +86.217 $ | +2,8 % | 3.125.792 $ | -362.416 $ | -10,4 % | 3.488.208 $ | -4.488.270 $ | -56,3 % |
| G&S Capital LLC | 3.484.358 $ | +3.243.701 $ | +1.347,9 % | 240.657 $ | +7.489 $ | +3,2 % | 233.168 $ | +4.478 $ | +2,0 % | 228.690 $ | +11.781 $ | +5,4 % |
| Woodside Wealth Management LLC | 3.443.827 $ | +168.291 $ | +5,1 % | 3.275.536 $ | -208.600 $ | -6,0 % | 3.484.136 $ | +42.956 $ | +1,2 % | 3.441.180 $ | +158.571 $ | +4,8 % |
| Ciovacco Capital Management LLC | 2.423.031 $ | +177.291 $ | +7,9 % | 2.245.740 $ | -1.237.510 $ | -35,5 % | 3.483.250 $ | +162.164 $ | +4,9 % | 3.321.086 $ | +229.280 $ | +7,4 % |
| TCI Wealth Advisors, Inc. | 3.482.636 $ | +570.106 $ | +19,6 % | 2.912.530 $ | -113.359 $ | -3,7 % | 3.025.889 $ | +335.464 $ | +12,5 % | 2.690.425 $ | +189.456 $ | +7,6 % |
| Mason Investment Advisory Services, Inc. | 3.481.395 $ | +715.307 $ | +25,9 % | 2.766.088 $ | +173.050 $ | +6,7 % | 2.593.038 $ | +136.105 $ | +5,5 % | 2.456.933 $ | +145.431 $ | +6,3 % |
| Worth Financial Advisory Group, LLC | 1.330.922 $ | +1.053.066 $ | +379,0 % | 277.856 $ | -3.066.232 $ | -91,7 % | 3.344.088 $ | -137.057 $ | -3,9 % | 3.481.145 $ | +152.048 $ | +4,6 % |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 3.214.411 $ | +963.327 $ | +42,8 % | 2.251.084 $ | -789.532 $ | -26,0 % | 3.040.616 $ | -428.968 $ | -12,4 % | 3.469.584 $ | -299.326 $ | -7,9 % |
| Bell Bank | 3.271.970 $ | +538.323 $ | +19,7 % | 2.733.647 $ | -734.831 $ | -21,2 % | 3.468.478 $ | +1.030.449 $ | +42,3 % | 2.438.029 $ | +819.866 $ | +50,7 % |
| Macro Advisors, Inc. | 3.465.871 $ | +660.537 $ | +23,5 % | 2.805.334 $ | ||||||||
| EPIQ PARTNERS, LLC | 2.300.536 $ | +207.990 $ | +9,9 % | 2.092.546 $ | +43.613 $ | +2,1 % | 2.048.933 $ | -1.404.273 $ | -40,7 % | 3.453.206 $ | +310.629 $ | +9,9 % |
| Francis Financial, Inc. | 3.452.384 $ | +465.009 $ | +15,6 % | 2.987.375 $ | +19.721 $ | +0,7 % | 2.967.654 $ | +209.996 $ | +7,6 % | 2.757.658 $ | +132.946 $ | +5,1 % |
| Lafayette Investments, Inc. | 3.452.009 $ | +822.047 $ | +31,3 % | 2.629.962 $ | +639.507 $ | +32,1 % | 1.990.455 $ | +52.508 $ | +2,7 % | 1.937.947 $ | +124.056 $ | +6,8 % |
| Physician Wealth Solutions Inc. | 3.333.718 $ | +147.069 $ | +4,6 % | 3.186.649 $ | -208.398 $ | -6,1 % | 3.395.047 $ | -56.601 $ | -1,6 % | 3.451.648 $ | +119.077 $ | +3,6 % |
| BKM Wealth Management, LLC | 2.739.014 $ | +49.391 $ | +1,8 % | 2.689.623 $ | -754.789 $ | -21,9 % | 3.444.412 $ | +283.919 $ | +9,0 % | 3.160.493 $ | +298.043 $ | +10,4 % |
| Haven Private, LLC | 3.216.181 $ | -225.176 $ | -6,5 % | 3.441.357 $ | +326.988 $ | +10,5 % | 3.114.369 $ | +80.576 $ | +2,7 % | 3.033.793 $ | -185.945 $ | -5,8 % |
| Seneca House Advisors | 3.431.636 $ | +150.179 $ | +4,6 % | 3.281.457 $ | -128.837 $ | -3,8 % | 3.410.294 $ | +196.517 $ | +6,1 % | 3.213.777 $ | +720.651 $ | +28,9 % |
| JBR Co Financial Management Inc | 2.984.717 $ | -280.587 $ | -8,6 % | 3.265.304 $ | +0 $ | +0,0 % | 3.265.304 $ | -153.063 $ | -4,5 % | 3.418.367 $ | +276.809 $ | +8,8 % |
| Note Advisors, LLC | 3.410.886 $ | +345.310 $ | +11,3 % | 3.065.576 $ | +208.288 $ | +7,3 % | 2.857.288 $ | +325.226 $ | +12,8 % | 2.532.062 $ | +235.978 $ | +10,3 % |
| Lokken Investment Group LLC | 3.409.253 $ | +249.406 $ | +7,9 % | |||||||||
| White Knight Strategic Wealth Advisors, LLC | 3.161.652 $ | -247.098 $ | -7,2 % | 3.408.750 $ | +84.292 $ | +2,5 % | 3.324.458 $ | +428.561 $ | +14,8 % | 2.895.897 $ | +661.247 $ | +29,6 % |
| Capital CS Group, LLC | 2.918.628 $ | +2.232.770 $ | +325,5 % | 685.858 $ | -2.717.235 $ | -79,8 % | 3.403.093 $ | +203.749 $ | +6,4 % | 3.199.344 $ | +717.621 $ | +28,9 % |
| Gilbert & Cook, Inc. | 3.402.799 $ | +368.552 $ | +12,1 % | 3.034.247 $ | -143.117 $ | -4,5 % | 3.177.364 $ | +55.523 $ | +1,8 % | 3.121.841 $ | +577.055 $ | +22,7 % |
| Wealthstar Advisors, LLC | 542.939 $ | +17.636 $ | +3,4 % | 525.303 $ | -175.074 $ | -25,0 % | 700.377 $ | -2.702.256 $ | -79,4 % | 3.402.633 $ | +287.231 $ | +9,2 % |
| Diversified Investment Strategies, LLC | 3.398.402 $ | +339.262 $ | +11,1 % | 3.059.140 $ | +6.056 $ | +0,2 % | 3.053.084 $ | +96.866 $ | +3,3 % | 2.956.218 $ | +20.754 $ | +0,7 % |
| CONTINENTAL INVESTORS SERVICES, INC. | 3.396.044 $ | +798.232 $ | +30,7 % | 2.597.812 $ | +605.547 $ | +30,4 % | 1.992.265 $ | +669.825 $ | +50,7 % | 1.322.440 $ | +435.942 $ | +49,2 % |
| COUNTRY CLUB BANK | 3.393.189 $ | +651.738 $ | +23,8 % | |||||||||
| TD Capital Management LLC | 3.388.172 $ | +1.132.508 $ | +50,2 % | 2.255.664 $ | +441.496 $ | +24,3 % | 1.814.168 $ | +85.158 $ | +4,9 % | 1.729.010 $ | +26.151 $ | +1,5 % |
| Expressive Wealth LLC | 3.387.188 $ | +49.807 $ | +1,5 % | 3.337.381 $ | +1.072.861 $ | +47,4 % | 2.264.520 $ | |||||
| Independent Wealth Network Inc. | 3.381.968 $ | +551.458 $ | +19,5 % | 2.830.510 $ | +622.695 $ | +28,2 % | 2.207.815 $ | +134.778 $ | +6,5 % | 2.073.037 $ | +34.717 $ | +1,7 % |
| CORDA Investment Management, LLC. | 3.381.707 $ | +253.650 $ | +8,1 % | 3.128.057 $ | -178.554 $ | -5,4 % | 3.306.611 $ | +1.186.271 $ | +55,9 % | 2.120.340 $ | +236.473 $ | +12,6 % |
| TritonPoint Partners, LLC | 3.378.757 $ | +3.149.458 $ | +1.373,5 % | 229.299 $ | ||||||||
| TRITONPOINT WEALTH, LLC | 3.374.340 $ | +474.182 $ | +16,4 % | 2.900.158 $ | -97.255 $ | -3,2 % | 2.997.413 $ | +75.024 $ | +2,6 % | 2.922.389 $ | +215.938 $ | +8,0 % |
| Biltmore Family Office, LLC | 3.369.167 $ | +442.119 $ | +15,1 % | 2.927.048 $ | +48.606 $ | +1,7 % | 2.878.442 $ | +129.252 $ | +4,7 % | 2.749.190 $ | +186.217 $ | +7,3 % |
| PLANWISER FINANCIAL, LLC | 3.359.447 $ | +299.128 $ | +9,8 % | 3.060.319 $ | +15.543 $ | +0,5 % | 3.044.776 $ | +541.572 $ | +21,6 % | 2.503.204 $ | +47.721 $ | +1,9 % |
| Lion Street Advisors, LLC | 3.356.891 $ | -5.731.872 $ | -63,1 % | |||||||||
| 25 LLC | 3.356.059 $ | +1.256.915 $ | +59,9 % | 2.099.144 $ | +51.902 $ | +2,5 % | 2.047.242 $ | -92.931 $ | -4,3 % | 2.140.173 $ | +267.633 $ | +14,3 % |
| Wise Wealth Partners | 3.340.500 $ | |||||||||||
| Strategic Advocates LLC | 727.385 $ | +182.509 $ | +33,5 % | 544.876 $ | -2.634.576 $ | -82,9 % | 3.179.452 $ | -153.996 $ | -4,6 % | 3.333.448 $ | +302.590 $ | +10,0 % |
| Van Hulzen Asset Management, LLC | 3.332.518 $ | +1.133.798 $ | +51,6 % | 2.198.720 $ | +395.893 $ | +22,0 % | 1.802.827 $ | +141.411 $ | +8,5 % | 1.661.416 $ | +155.886 $ | +10,4 % |
| SANDERS MORRIS HARRIS LLC | 3.332.297 $ | |||||||||||
| BLUESTEM FINANCIAL ADVISORS, LLC | 3.323.035 $ | +530.704 $ | +19,0 % | 2.792.331 $ | +62.498 $ | +2,3 % | 2.729.833 $ | -54.641 $ | -2,0 % | 2.784.474 $ | +251.302 $ | +9,9 % |
| STAR Financial Bank | 3.317.944 $ | +154.652 $ | +4,9 % | 3.163.292 $ | +2.951.642 $ | +1.394,6 % | 211.650 $ | |||||
| ERn Financial, LLC | 3.313.485 $ | +215.386 $ | +7,0 % | 3.098.099 $ | +105.942 $ | +3,5 % | 2.992.157 $ | +116.617 $ | +4,1 % | 2.875.540 $ | +434.070 $ | +17,8 % |
| Financial Futures Ltd Liability Co. | 3.312.731 $ | +893.246 $ | +36,9 % | 2.419.485 $ | +146.007 $ | +6,4 % | 2.273.478 $ | +637.443 $ | +39,0 % | 1.636.035 $ | +269.525 $ | +19,7 % |
| Round Rock Advisors LLC | 3.311.436 $ | +521.978 $ | +18,7 % | 2.789.458 $ | +71.518 $ | +2,6 % | 2.717.940 $ | +54.328 $ | +2,0 % | 2.663.612 $ | +208.716 $ | +8,5 % |
| MITCHELL CAPITAL MANAGEMENT CO | 3.311.287 $ | +450.058 $ | +15,7 % | 2.861.229 $ | -183.087 $ | -6,0 % | 3.044.316 $ | -29.453 $ | -1,0 % | 3.073.769 $ | +204.566 $ | +7,1 % |
| Austin Wealth Management, LLC | 2.494.554 $ | +247.576 $ | +11,0 % | 2.246.978 $ | -1.059.788 $ | -32,0 % | 3.306.766 $ | +202.964 $ | +6,5 % | 3.103.802 $ | -207.195 $ | -6,3 % |
| GLOBALT Investments LLC / GA | 3.130.137 $ | -169.467 $ | -5,1 % | 3.299.604 $ | +1.064.948 $ | +47,7 % | 2.234.656 $ | -74.755 $ | -3,2 % | 2.309.411 $ | -135.489 $ | -5,5 % |
| DIVERSIFIED MANAGEMENT INC | 3.298.174 $ | +636.625 $ | +23,9 % | 2.661.549 $ | +112.058 $ | +4,4 % | 2.549.491 $ | |||||
| Davis Wealth Advisors, LLC | 2.760.660 $ | -534.816 $ | -16,2 % | 3.295.476 $ | +2.778 $ | +0,1 % | 3.292.698 $ | |||||
| Brickley Wealth Management | 3.295.429 $ | +391.650 $ | +13,5 % | 2.903.779 $ | -75.927 $ | -2,5 % | 2.979.706 $ | +198.233 $ | +7,1 % | 2.781.473 $ | +344.238 $ | +14,1 % |
| Highland Financial Advisors, LLC | 3.269.756 $ | +179.471 $ | +5,8 % | 3.090.285 $ | +274.788 $ | +9,8 % | 2.815.497 $ | +61.281 $ | +2,2 % | 2.754.216 $ | +233.042 $ | +9,2 % |
| DecisionMap Wealth Management, LLC | 3.265.846 $ | +395.097 $ | +13,8 % | 2.870.749 $ | -246.785 $ | -7,9 % | 3.117.534 $ | +130.303 $ | +4,4 % | 2.987.231 $ | +148.435 $ | +5,2 % |
| Aull & Monroe Investment Management Corp | 3.265.611 $ | +570.639 $ | +21,2 % | 2.694.972 $ | -88.853 $ | -3,2 % | 2.783.825 $ | +106.968 $ | +4,0 % | 2.676.857 $ | +697.733 $ | +35,3 % |
| Portside Wealth Group, LLC | 3.260.280 $ | +486.985 $ | +17,6 % | 2.773.295 $ | +1.867.894 $ | +206,3 % | 905.401 $ | +15.750 $ | +1,8 % | 889.651 $ | +29.568 $ | +3,4 % |
| Centennial Advisors, LLC | 3.258.506 $ | +570.648 $ | +21,2 % | 2.687.858 $ | +532.697 $ | +24,7 % | 2.155.161 $ | |||||
| Elm3 Financial Group, LLC | 3.252.013 $ | +805.721 $ | +32,9 % | 2.446.292 $ | +762.651 $ | +45,3 % | 1.683.641 $ | |||||
| Tranquility Partners, LLC | 3.226.179 $ | +376.756 $ | +13,2 % | 2.849.423 $ | +61.835 $ | +2,2 % | 2.787.588 $ | +10.787 $ | +0,4 % | 2.776.801 $ | +705.224 $ | +34,0 % |
| ADAPT WEALTH ADVISORS, LLC | 3.217.819 $ | +15.883 $ | +0,5 % | 3.201.936 $ | +342.300 $ | +12,0 % | 2.859.636 $ | -25.565 $ | -0,9 % | 2.885.201 $ | +82.256 $ | +2,9 % |
| EVOLUTION WEALTH MANAGEMENT INC. | 3.214.353 $ | +291.866 $ | +10,0 % | 2.922.487 $ | -246.259 $ | -7,8 % | 3.168.746 $ | +604.628 $ | +23,6 % | 2.564.118 $ | +939.466 $ | +57,8 % |
| Fiscal Wisdom Wealth Management, LLC | 3.209.522 $ | +154.538 $ | +5,1 % | 3.054.984 $ | +560.811 $ | +22,5 % | 2.494.173 $ | +163.983 $ | +7,0 % | 2.330.190 $ | ||
| Mid-American Wealth Advisory Group, Inc. | 3.195.133 $ | +662.410 $ | +26,2 % | 2.532.723 $ | +0 $ | +0,0 % | 2.532.723 $ | +548.928 $ | +27,7 % | 1.983.795 $ | +1.666.444 $ | +525,1 % |
| Cottage Street Advisors LLC | 3.191.037 $ | +829.733 $ | +35,1 % | 2.361.304 $ | +211.199 $ | +9,8 % | 2.150.105 $ | +784.779 $ | +57,5 % | 1.365.326 $ | +83.846 $ | +6,5 % |
| Providence Capital Advisors, LLC | 3.185.035 $ | +237.890 $ | +8,1 % | 2.947.145 $ | +224.399 $ | +8,2 % | 2.722.746 $ | +146.346 $ | +5,7 % | 2.576.400 $ | +214.038 $ | +9,1 % |
| Bison Wealth, LLC | 3.178.111 $ | +341.367 $ | +12,0 % | 2.836.744 $ | +357.673 $ | +14,4 % | 2.479.071 $ | -240.014 $ | -8,8 % | 2.719.085 $ | -19.104.557 $ | -87,5 % |
| Global Assets Advisory, LLC | 3.175.609 $ | +1.726.743 $ | +119,2 % | 1.448.866 $ | -928.264 $ | -39,0 % | 2.377.130 $ | -14.916 $ | -0,6 % | 2.392.046 $ | +871.092 $ | +57,3 % |
| WULFF, HANSEN & CO. | 3.173.315 $ | +1.085.397 $ | +52,0 % | 2.087.918 $ | +237.743 $ | +12,8 % | 1.850.175 $ | +22.446 $ | +1,2 % | 1.827.729 $ | +68.831 $ | +3,9 % |
| Golden State Wealth Management, LLC | 3.160.224 $ | +622.608 $ | +24,5 % | 2.537.616 $ | +53.361 $ | +2,1 % | 2.484.255 $ | +103.163 $ | +4,3 % | 2.381.092 $ | +241.403 $ | +11,3 % |
| EVERETT HARRIS & CO /CA/ | 3.157.116 $ | +425.918 $ | +15,6 % | 2.731.198 $ | +96.616 $ | +3,7 % | 2.634.582 $ | +34.938 $ | +1,3 % | 2.599.644 $ | +127.886 $ | +5,2 % |
| Three Bearings Fiduciary Advisors, Inc. | 3.154.841 $ | +258.823 $ | +8,9 % | 2.896.018 $ | -72.441 $ | -2,4 % | 2.968.459 $ | |||||
| J. L. Bainbridge & Co., Inc. | 3.152.829 $ | +363.631 $ | +13,0 % | 2.789.198 $ | +226.332 $ | +8,8 % | 2.562.866 $ | -271.065 $ | -9,6 % | 2.833.931 $ | +662.738 $ | +30,5 % |
| Sunpointe, LLC | 3.150.322 $ | +422.791 $ | +15,5 % | 2.727.531 $ | +1.105.946 $ | +68,2 % | 1.621.585 $ | +6.955 $ | +0,4 % | 1.614.630 $ | +265.828 $ | +19,7 % |
| Tull Financial Group, Inc. | 1.958.757 $ | +76.178 $ | +4,0 % | 1.882.579 $ | -515.355 $ | -21,5 % | 2.397.934 $ | -731.127 $ | -23,4 % | 3.129.061 $ | -44.749 $ | -1,4 % |
| PATRICK M SWEENEY & ASSOCIATES, INC | 3.115.156 $ | +897.432 $ | +40,5 % | 2.217.724 $ | +77.323 $ | +3,6 % | 2.140.401 $ | +146.721 $ | +7,4 % | 1.993.680 $ | +198.739 $ | +11,1 % |
| GS Investments, Inc. | 3.113.789 $ | +431.028 $ | +16,1 % | 2.682.761 $ | -185.597 $ | -6,5 % | 2.868.358 $ | +50.354 $ | +1,8 % | 2.818.004 $ | +304.145 $ | +12,1 % |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 3.101.256 $ | +1.725.082 $ | +125,4 % | 1.376.174 $ | +13.153 $ | +1,0 % | 1.363.021 $ | +38.686 $ | +2,9 % | 1.324.335 $ | +124.741 $ | +10,4 % |
| Sherman Asset Management, Inc. | 2.762.537 $ | -337.441 $ | -10,9 % | 3.099.978 $ | +416.273 $ | +15,5 % | 2.683.705 $ | +156.928 $ | +6,2 % | 2.526.777 $ | -20.801 $ | -0,8 % |
| Fearless Solutions, LLC dba Best Invest | 3.088.443 $ | +271.287 $ | +9,6 % | 2.817.156 $ | -70.707 $ | -2,4 % | 2.887.863 $ | -21.126 $ | -0,7 % | 2.908.989 $ | +172.647 $ | +6,3 % |
| Advisor Resource Council | 3.082.044 $ | +844.327 $ | +37,7 % | 2.237.717 $ | -154.576 $ | -6,5 % | 2.392.293 $ | +1.922.864 $ | +409,6 % | |||
| VICUS CAPITAL | 3.081.908 $ | +488.444 $ | +18,8 % | 2.593.464 $ | +85.726 $ | +3,4 % | 2.507.738 $ | -154.164 $ | -5,8 % | 2.661.902 $ | +299.191 $ | +12,7 % |
| TOTAL INVESTMENT MANAGEMENT INC | 2.369.172 $ | -384.749 $ | -14,0 % | 2.753.921 $ | -327.003 $ | -10,6 % | 3.080.924 $ | +1.068.946 $ | +53,1 % | 2.011.978 $ | -1.075.902 $ | -34,8 % |
| Alteri Wealth LLC | 3.080.620 $ | +159.482 $ | +5,5 % | 2.921.138 $ | +178.832 $ | +6,5 % | 2.742.306 $ | +436.030 $ | +18,9 % | 2.306.276 $ | +447.399 $ | +24,1 % |
| Eagle Bay Advisors LLC | 3.080.348 $ | +2.647.616 $ | +611,8 % | 432.732 $ | -1.949.212 $ | -81,8 % | 2.381.944 $ | -117.631 $ | -4,7 % | 2.499.575 $ | +23.907 $ | +1,0 % |
| LANDAAS & CO /WI /ADV | 3.080.130 $ | +192.951 $ | +6,7 % | 2.887.179 $ | +753.253 $ | +35,3 % | 2.133.926 $ | +506.926 $ | +31,2 % | 1.627.000 $ | +293.000 $ | +22,0 % |
| RETIREMENT INCOME SOLUTIONS, INC | 3.078.022 $ | +0 $ | +0,0 % | 3.078.022 $ | +35.503 $ | +1,2 % | 3.042.519 $ | +237.970 $ | +8,5 % | 2.804.549 $ | +230.193 $ | +8,9 % |
| EASTERN BANK | 2.855.893 $ | -110.263 $ | -3,7 % | 2.966.156 $ | -9.989 $ | -0,3 % | 2.976.145 $ | -96.925 $ | -3,2 % | 3.073.070 $ | -515.284 $ | -14,4 % |
| TIEMANN INVESTMENT ADVISORS, LLC | 3.070.341 $ | +392.107 $ | +14,6 % | 2.678.234 $ | +679.826 $ | +34,0 % | 1.998.408 $ | +37.411 $ | +1,9 % | 1.960.997 $ | +122.347 $ | +6,7 % |
| M. Kulyk & Associates, LLC | 3.066.959 $ | +195.960 $ | +6,8 % | 2.870.999 $ | +519.712 $ | +22,1 % | 2.351.287 $ | +964.399 $ | +69,5 % | 1.386.888 $ | +509.449 $ | +58,1 % |
| SJBENEN ADVISORY, LLC | 3.040.505 $ | +1.122.162 $ | +58,5 % | 1.918.343 $ | -839.570 $ | -30,4 % | 2.757.913 $ | |||||
| WISCONSIN CAPITAL MANAGEMENT LLC | 3.030.153 $ | +572.185 $ | +23,3 % | 2.457.968 $ | +77.223 $ | +3,2 % | 2.380.745 $ | +41.645 $ | +1,8 % | 2.339.100 $ | +174.025 $ | +8,0 % |
| Human Investing LLC | 3.029.114 $ | +296.215 $ | +10,8 % | 2.732.899 $ | +29.108 $ | +1,1 % | 2.703.791 $ | +265.558 $ | +10,9 % | 2.438.233 $ | +309.020 $ | +14,5 % |
| Lord & Richards Wealth Management, LLC | 3.026.636 $ | +154.918 $ | +5,4 % | 2.871.718 $ | +10.209 $ | +0,4 % | 2.861.509 $ | +94.929 $ | +3,4 % | 2.766.580 $ | +2.515.736 $ | +1.002,9 % |
| Fairscale Capital, LLC | 3.024.914 $ | +207.709 $ | +7,4 % | 2.817.205 $ | +572.129 $ | +25,5 % | 2.245.076 $ | +128.185 $ | +6,1 % | 2.116.891 $ | +61.193 $ | +3,0 % |
| Advisory Resource Group | 3.024.719 $ | +850.069 $ | +39,1 % | 2.174.650 $ | -175.236 $ | -7,5 % | 2.349.886 $ | +457.924 $ | +24,2 % | 1.891.962 $ | +48.341 $ | +2,6 % |
| Value Investment Professionals, LLC | 3.024.714 $ | +336.139 $ | +12,5 % | 2.688.575 $ | -4.198 $ | -0,2 % | 2.692.773 $ | |||||
| Innova Wealth Partners | 3.020.769 $ | +2.132.217 $ | +240,0 % | 888.552 $ | ||||||||
| Wernau Asset Management Inc. | 3.017.837 $ | +322.072 $ | +11,9 % | 2.695.765 $ | -172.381 $ | -6,0 % | 2.868.146 $ | +35.338 $ | +1,2 % | 2.832.808 $ | +333.969 $ | +13,4 % |
| First International Bank & Trust | 3.007.062 $ | -98.766 $ | -3,2 % | |||||||||
| Bernardo Wealth Planning LLC | 3.004.760 $ | +203.645 $ | +7,3 % | 2.801.115 $ | +134.712 $ | +5,1 % | 2.666.403 $ | +342.140 $ | +14,7 % | 2.324.263 $ | +244.263 $ | +11,7 % |
| Kera Capital Partners, Inc. | 3.000.818 $ | +386.215 $ | +14,8 % | 2.614.603 $ | -92.868 $ | -3,4 % | 2.707.471 $ | +129.748 $ | +5,0 % | 2.577.723 $ | +60.555 $ | +2,4 % |
| BENNETT SELBY INVESTMENTS LP | 2.983.205 $ | +528.552 $ | +21,5 % | 2.454.653 $ | +557.272 $ | +29,4 % | 1.897.381 $ | +456.194 $ | +31,7 % | 1.441.187 $ | +1.132.950 $ | +367,6 % |
| Blue Capital, Inc. | 2.975.255 $ | -2.036.610 $ | -40,6 % | |||||||||
| Fusion Capital, LLC | 2.969.223 $ | +330.972 $ | +12,5 % | 2.638.251 $ | -44.738 $ | -1,7 % | 2.682.989 $ | +6.770 $ | +0,3 % | 2.676.219 $ | +233.764 $ | +9,6 % |
| Trevian Wealth Management LLC | 2.067.985 $ | +141.366 $ | +7,3 % | 1.926.619 $ | -1.042.146 $ | -35,1 % | 2.968.765 $ | +1.591.227 $ | +115,5 % | 1.377.538 $ | +970.538 $ | +238,5 % |
| Accordant Advisory Group Inc | 191.544 $ | +7.799 $ | +4,2 % | 183.745 $ | -8.403 $ | -4,4 % | 192.148 $ | -2.766.490 $ | -93,5 % | 2.958.638 $ | +94.412 $ | +3,3 % |
| Baldwin Investment Management, LLC | 2.951.289 $ | +723.542 $ | +32,5 % | 2.227.747 $ | +181.774 $ | +8,9 % | 2.045.973 $ | +5.127 $ | +0,3 % | 2.040.846 $ | +109.418 $ | +5,7 % |
| Avant Financial Advisors LLC | 2.950.434 $ | +253.631 $ | +9,4 % | 2.696.803 $ | +156.671 $ | +6,2 % | 2.540.132 $ | +98.833 $ | +4,0 % | 2.441.299 $ | +67.693 $ | +2,9 % |
| McCarthy & Cox | 2.947.813 $ | +329.308 $ | +12,6 % | |||||||||
| Boston Partners | 2.078.359 $ | -851.109 $ | -29,1 % | 2.929.468 $ | +245.222 $ | +9,1 % | 2.684.246 $ | +352.233 $ | +15,1 % | 2.332.013 $ | ||
| WELCH & FORBES LLC | 2.926.103 $ | +95.044 $ | +3,4 % | 2.831.059 $ | +299.900 $ | +11,8 % | 2.531.159 $ | -230.508 $ | -8,3 % | 2.761.667 $ | +283.651 $ | +11,4 % |
| Focused Wealth Management, Inc | 2.636.225 $ | -288.952 $ | -9,9 % | 2.925.177 $ | +409.740 $ | +16,3 % | 2.515.437 $ | -221.147 $ | -8,1 % | 2.736.584 $ | +415.893 $ | +17,9 % |
| BLUELINE ADVISORS LLC | 2.864.805 $ | +310.221 $ | +12,1 % | 2.554.584 $ | -370.437 $ | -12,7 % | 2.925.021 $ | |||||
| FARMERS & MERCHANTS INVESTMENTS INC | 2.920.396 $ | +243.222 $ | +9,1 % | 2.677.174 $ | +257.247 $ | +10,6 % | 2.419.927 $ | +34.291 $ | +1,4 % | 2.385.636 $ | +141.106 $ | +6,3 % |
| BLUEDOOR PRIVATE WEALTH, LLC | 2.913.463 $ | +552.627 $ | +23,4 % | 2.360.836 $ | +25.954 $ | +1,1 % | 2.334.882 $ | |||||
| Pacific Point Advisors, LLC | 2.909.315 $ | +1.938.041 $ | +199,5 % | 971.274 $ | +217.568 $ | +28,9 % | 753.706 $ | +10.000 $ | +1,3 % | 743.706 $ | +242.829 $ | +48,5 % |
| Forza Wealth Management, LLC | 2.165.596 $ | +366.497 $ | +20,4 % | 1.799.099 $ | +52.257 $ | +3,0 % | 1.746.842 $ | -1.160.198 $ | -39,9 % | 2.907.040 $ | -1.294.792 $ | -30,8 % |
| CURTIS WEALTH MANAGEMENT LLC | 2.869.037 $ | -35.565 $ | -1,2 % | 2.904.602 $ | +83.791 $ | +3,0 % | 2.820.811 $ | |||||
| 17 CAPITAL PARTNERS, LLC | 887.233 $ | +20.851 $ | +2,4 % | 866.382 $ | -1.751.720 $ | -66,9 % | 2.618.102 $ | -276.257 $ | -9,5 % | 2.894.359 $ | +112.274 $ | +4,0 % |
| BARCLAYS PLC | 510.739 $ | -2.380.772 $ | -82,3 % | 2.891.511 $ | +2.766.052 $ | +2.204,7 % | 125.459 $ | +98.337 $ | +362,6 % | |||
| Traction Financial Partners, LLC | 2.888.456 $ | +570.237 $ | +24,6 % | 2.318.219 $ | +44.338 $ | +1,9 % | 2.273.881 $ | +72.788 $ | +3,3 % | 2.201.093 $ | +235.559 $ | +12,0 % |
| Fortune 45 LLC | 2.888.350 $ | |||||||||||
| Essential Investment Partners LLC | 2.869.860 $ | +719.399 $ | +33,5 % | 2.150.461 $ | +65.030 $ | +3,1 % | 2.085.431 $ | |||||
| O'ROURKE & COMPANY, Inc | 2.858.249 $ | +205.588 $ | +7,8 % | 2.652.661 $ | -120.098 $ | -4,3 % | 2.772.759 $ | +161.751 $ | +6,2 % | 2.611.008 $ | +26.826 $ | +1,0 % |
| DBK Financial Counsel, LLC | 1.683.102 $ | -1.094.275 $ | -39,4 % | 2.777.377 $ | -53.318 $ | -1,9 % | 2.830.695 $ | -27.490 $ | -1,0 % | 2.858.185 $ | -936.772 $ | -24,7 % |
| FIRST FINANCIAL BANKSHARES INC | 2.850.713 $ | +2.064.129 $ | +262,4 % | 786.584 $ | +1.592 $ | +0,2 % | 784.992 $ | -72.270 $ | -8,4 % | 857.262 $ | +61.838 $ | +7,8 % |
| Binnacle Investments Inc | 2.845.668 $ | +146.911 $ | +5,4 % | |||||||||
| CHAPIN DAVIS, INC. | 2.839.890 $ | +543.249 $ | +23,7 % | 2.296.641 $ | -146.413 $ | -6,0 % | 2.443.054 $ | +420.529 $ | +20,8 % | 2.022.525 $ | +959.819 $ | +90,3 % |
| Immaculate Wealth Management LLC | 2.835.861 $ | +220.684 $ | +8,4 % | 2.615.177 $ | ||||||||
| VIAWEALTH, LLC | 2.831.224 $ | +119.950 $ | +4,4 % | 2.711.274 $ | +39.181 $ | +1,5 % | 2.672.093 $ | -86.318 $ | -3,1 % | 2.758.411 $ | -273.889 $ | -9,0 % |
| Layline Advisors, LLC | 2.823.572 $ | |||||||||||
| Guardian Wealth Management, Inc. | 2.287.234 $ | +8.176 $ | +0,4 % | 2.279.058 $ | -501.597 $ | -18,0 % | 2.780.655 $ | -34.300 $ | -1,2 % | 2.814.955 $ | +50.443 $ | +1,8 % |
| Core Wealth Advisors, Inc. | 2.812.985 $ | +154.146 $ | +5,8 % | 2.658.839 $ | +659.315 $ | +33,0 % | 1.999.524 $ | +169.274 $ | +9,2 % | 1.830.250 $ | +156.971 $ | +9,4 % |
| FMA Wealth Management, LLC | 2.636.999 $ | -159.534 $ | -5,7 % | 2.796.533 $ | +201.351 $ | +7,8 % | 2.595.182 $ | -108.483 $ | -4,0 % | 2.703.665 $ | +156.664 $ | +6,2 % |
| Carter Financial, LLC | 2.793.345 $ | +859.983 $ | +44,5 % | 1.933.362 $ | +1.397.814 $ | +261,0 % | 535.548 $ | |||||
| URS Advisory LLC | 2.790.991 $ | +546.118 $ | +24,3 % | 2.244.873 $ | +1.861.573 $ | +485,7 % | 383.300 $ | |||||
| Faithward Advisors, LLC | 2.629.101 $ | +33.926 $ | +1,3 % | 2.595.175 $ | +414.163 $ | +19,0 % | 2.181.012 $ | -601.794 $ | -21,6 % | 2.782.806 $ | -13.109.351 $ | -82,5 % |
| Fairway Wealth LLC | 2.775.359 $ | +245.298 $ | +9,7 % | 2.530.061 $ | +841.992 $ | +49,9 % | 1.688.069 $ | +17.756 $ | +1,1 % | 1.670.313 $ | +133.738 $ | +8,7 % |
| Herold Advisors, Inc. | 2.773.000 $ | +671.036 $ | +31,9 % | 2.101.964 $ | +112.928 $ | +5,7 % | 1.989.036 $ | +49.558 $ | +2,6 % | 1.939.478 $ | -2.638.649 $ | -57,6 % |
| RHL GROUP, LLC | 56.508 $ | +28.042 $ | +98,5 % | 28.466 $ | -2.741.058 $ | -99,0 % | 2.769.524 $ | |||||
| Wealth Advisory Team LLC | 2.769.149 $ | +328.036 $ | +13,4 % | 2.441.113 $ | +198.851 $ | +8,9 % | ||||||
| DRIVE WEALTH MANAGEMENT, LLC | 2.328.432 $ | +23.228 $ | +1,0 % | 2.305.204 $ | -436.397 $ | -15,9 % | 2.741.601 $ | -20.845 $ | -0,8 % | 2.762.446 $ | -97.875 $ | -3,4 % |
| Synergy Asset Management, LLC | 1.695.364 $ | -1.065.011 $ | -38,6 % | 2.760.375 $ | +1.250.187 $ | +82,8 % | 1.510.188 $ | -899.154 $ | -37,3 % | 2.409.342 $ | +1.527.579 $ | +173,2 % |
| Lionshead Wealth Management, LLC | 2.756.616 $ | +547.185 $ | +24,8 % | 2.209.431 $ | +342.766 $ | +18,4 % | 1.866.665 $ | -59.065 $ | -3,1 % | 1.925.730 $ | +165.311 $ | +9,4 % |
| Ankerstar Wealth, LLC | 2.747.345 $ | +229.446 $ | +9,1 % | 2.517.899 $ | +499.987 $ | +24,8 % | 2.017.912 $ | |||||
| W ADVISORS, LLC | 2.746.501 $ | +116.475 $ | +4,4 % | 2.630.026 $ | +117.992 $ | +4,7 % | 2.512.034 $ | +46.453 $ | +1,9 % | 2.465.581 $ | +149.345 $ | +6,4 % |
| International Private Wealth Advisors LLC | 2.538.484 $ | +238.589 $ | +10,4 % | 2.299.895 $ | -327.984 $ | -12,5 % | 2.627.879 $ | -118.033 $ | -4,3 % | 2.745.912 $ | -512.499 $ | -15,7 % |
| Obermeyer Wealth Partners | 2.745.263 $ | +178.825 $ | +7,0 % | 2.566.438 $ | +31.792 $ | +1,3 % | 2.534.646 $ | +364.838 $ | +16,8 % | 2.169.808 $ | -295.010 $ | -12,0 % |
| Clarity Wealth Advisors, LLC | 2.733.652 $ | +330.749 $ | +13,8 % | 2.402.903 $ | -338.606 $ | -12,4 % | 2.741.509 $ | +1.614.224 $ | +143,2 % | 1.127.285 $ | +315.778 $ | +38,9 % |
| GRANVILLE CAPITAL, INC. | 2.732.718 $ | +21.205 $ | +0,8 % | 2.711.513 $ | +52.284 $ | +2,0 % | 2.659.229 $ | |||||
| Adelphi Trust Co | 2.732.222 $ | +811.957 $ | +42,3 % | 1.920.265 $ | +291.731 $ | +17,9 % | 1.628.534 $ | |||||
| Stonebridge Financial Planning Group, LLC | 2.638.962 $ | -91.022 $ | -3,3 % | 2.729.984 $ | +289.173 $ | +11,8 % | 2.440.811 $ | -17.786 $ | -0,7 % | 2.458.597 $ | +23.752 $ | +1,0 % |
| Solutions 4 Wealth, Ltd | 2.720.853 $ | +1.310.841 $ | +93,0 % | 1.410.012 $ | +572.732 $ | +68,4 % | 837.280 $ | +364.667 $ | +77,2 % | 472.613 $ | +35.207 $ | +8,0 % |
| HOEY INVESTMENTS, INC | 2.717.514 $ | +232.772 $ | +9,4 % | 2.484.742 $ | -57.947 $ | -2,3 % | 2.542.689 $ | +47.247 $ | +1,9 % | 2.495.442 $ | +306.530 $ | +14,0 % |
| XTX Topco Ltd | 2.714.124 $ | +1.215.672 $ | +81,1 % | 1.498.452 $ | +250.164 $ | +20,0 % | 1.248.288 $ | -873.498 $ | -41,2 % | 2.121.786 $ | +287.560 $ | +15,7 % |
| Bull Oak Capital, LLC | 2.713.477 $ | +328.626 $ | +13,8 % | 2.384.851 $ | +110.633 $ | +4,9 % | 2.274.218 $ | +44.879 $ | +2,0 % | 2.229.339 $ | -247.823 $ | -10,0 % |
| Coppell Advisory Solutions LLC | 2.707.834 $ | +1.443.476 $ | +114,2 % | 1.264.358 $ | +43.061 $ | +3,5 % | 1.221.297 $ | -3.695.209 $ | -75,2 % | |||
| DMC Group, LLC | 2.531.118 $ | -164.541 $ | -6,1 % | 2.695.659 $ | -1.872 $ | -0,1 % | 2.697.531 $ | +93.545 $ | +3,6 % | 2.603.986 $ | +54.412 $ | +2,1 % |
| Fort Sheridan Advisors LLC | 2.370.669 $ | -324.760 $ | -12,0 % | 2.695.429 $ | +553.466 $ | +25,8 % | 2.141.963 $ | -341.900 $ | -13,8 % | 2.483.863 $ | +399.151 $ | +19,1 % |
| Alley Investment Management Company, LLC | 2.691.341 $ | +284.591 $ | +11,8 % | 2.406.750 $ | -103.339 $ | -4,1 % | 2.510.089 $ | -62.084 $ | -2,4 % | 2.572.173 $ | +331.785 $ | +14,8 % |
| Bright Futures Wealth Management, LLC. | 2.593.169 $ | +371.453 $ | +16,7 % | 2.221.716 $ | -103.874 $ | -4,5 % | 2.325.590 $ | -361.771 $ | -13,5 % | 2.687.361 $ | ||
| Stonebrook Private Inc. | 2.627.640 $ | +548.234 $ | +26,4 % | 2.079.406 $ | -603.504 $ | -22,5 % | 2.682.910 $ | +150.860 $ | +6,0 % | 2.532.050 $ | +423.282 $ | +20,1 % |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 2.679.561 $ | +618.515 $ | +30,0 % | 2.061.046 $ | -197.161 $ | -8,7 % | 2.258.207 $ | +1.194.043 $ | +112,2 % | 1.064.164 $ | +81.364 $ | +8,3 % |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 2.674.362 $ | |||||||||||
| Kraft, Davis & Associates, LLC | 556.953 $ | -12.482 $ | -2,2 % | 569.435 $ | -342.224 $ | -37,5 % | 911.659 $ | -1.762.510 $ | -65,9 % | 2.674.169 $ | -91.375 $ | -3,3 % |
| Boyer Financial Services, Inc. | 2.667.523 $ | +173.841 $ | +7,0 % | 2.493.682 $ | +397.544 $ | +19,0 % | 2.096.138 $ | |||||
| McCartney Wealth Management LLC | 2.659.932 $ | +148.659 $ | +5,9 % | 2.511.273 $ | +36.994 $ | +1,5 % | 2.474.279 $ | |||||
| Tumwater Wealth Management, LLC | 2.658.956 $ | +142.886 $ | +5,7 % | 2.516.070 $ | +144.408 $ | +6,1 % | 2.371.662 $ | +43.354 $ | +1,9 % | 2.328.308 $ | +157.294 $ | +7,2 % |
| WealthTrak Capital Management LLC | 1.457.398 $ | +118.904 $ | +8,9 % | 1.338.494 $ | +39.145 $ | +3,0 % | 1.299.349 $ | -1.357.003 $ | -51,1 % | 2.656.352 $ | +908.148 $ | +51,9 % |
| WP Advisors, LLC | 2.653.460 $ | +457.075 $ | +20,8 % | 2.196.385 $ | +45.515 $ | +2,1 % | 2.150.870 $ | +45.463 $ | +2,2 % | 2.105.407 $ | +350.942 $ | +20,0 % |
| Gen-Wealth Partners Inc | 2.646.038 $ | +197.137 $ | +8,1 % | 2.448.901 $ | +82.917 $ | +3,5 % | 2.365.984 $ | +496.868 $ | +26,6 % | 1.869.116 $ | +121.138 $ | +6,9 % |
| PRECEDENT WEALTH PARTNERS, LLC | 2.640.072 $ | +771.057 $ | +41,3 % | 1.869.015 $ | +118.557 $ | +6,8 % | 1.750.458 $ | +31.926 $ | +1,9 % | 1.718.532 $ | -10.073 $ | -0,6 % |
| RBA Wealth Management, LLC | 2.506.108 $ | -29.578 $ | -1,2 % | 2.535.686 $ | -99.187 $ | -3,8 % | 2.634.873 $ | +162.211 $ | +6,6 % | 2.472.662 $ | +222.432 $ | +9,9 % |
| ELEVATE WEALTH ADVISORY, INC | 2.633.344 $ | +278.762 $ | +11,8 % | 2.354.582 $ | +324.242 $ | +16,0 % | 2.030.340 $ | -137.468 $ | -6,3 % | 2.167.808 $ | +68.824 $ | +3,3 % |
| Matthew Goff Investment Advisor, LLC | 2.627.508 $ | +285.375 $ | +12,2 % | 2.342.133 $ | +31.460 $ | +1,4 % | 2.310.673 $ | +25.133 $ | +1,1 % | 2.285.540 $ | ||
| Essex Bank | 2.624.948 $ | +569.438 $ | +27,7 % | 2.055.510 $ | +164.860 $ | +8,7 % | 1.890.650 $ | +48.671 $ | +2,6 % | 1.841.979 $ | +19.411 $ | +1,1 % |
| Breachway Investments LLC | 287.530 $ | -2.335.029 $ | -89,0 % | 2.622.559 $ | +102.574 $ | +4,1 % | 2.519.985 $ | |||||
| Archer Investment Corp | 2.622.060 $ | +1.583.875 $ | +152,6 % | 1.038.185 $ | +254.646 $ | +32,5 % | 783.539 $ | -28.115 $ | -3,5 % | 811.654 $ | +35.106 $ | +4,5 % |
| Basepoint Wealth LLC | 2.396.075 $ | +168.806 $ | +7,6 % | 2.227.269 $ | -215.002 $ | -8,8 % | 2.442.271 $ | -178.234 $ | -6,8 % | 2.620.505 $ | +139.684 $ | +5,6 % |
| Covington Investment Advisors Inc. | 1.271.000 $ | +118.000 $ | +10,2 % | 1.153.000 $ | -262.000 $ | -18,5 % | 1.415.000 $ | -1.200.000 $ | -45,9 % | 2.615.000 $ | +1.230.000 $ | +88,8 % |
| Nautilus Advisors LLC | 2.614.982 $ | +445.742 $ | +20,5 % | 2.169.240 $ | +46.489 $ | +2,2 % | 2.122.751 $ | +34.496 $ | +1,7 % | 2.088.255 $ | +132.506 $ | +6,8 % |
| Cadent Capital Advisors, LLC | 2.614.576 $ | +80.771 $ | +3,2 % | 2.533.805 $ | +1.239.011 $ | +95,7 % | 1.294.794 $ | +291.795 $ | +29,1 % | 1.002.999 $ | +544.503 $ | +118,8 % |
| Second Half Financial Partners, LLC | 2.609.481 $ | +134.554 $ | +5,4 % | 2.474.927 $ | +250.160 $ | +11,2 % | 2.224.767 $ | +6.067 $ | +0,3 % | 2.218.700 $ | +115.918 $ | +5,5 % |
| Callahan Advisors, LLC | 2.606.117 $ | +430.227 $ | +19,8 % | 2.175.890 $ | +150.161 $ | +7,4 % | 2.025.729 $ | +11.650 $ | +0,6 % | 2.014.079 $ | +460.285 $ | +29,6 % |
| ALONGSIDE, LLC | 680.428 $ | -1.915.281 $ | -73,8 % | 2.595.709 $ | ||||||||
| STONE LOFT WEALTH MANAGEMENT LLC | 1.272.647 $ | -70.778 $ | -5,3 % | 1.343.425 $ | -1.252.012 $ | -48,2 % | 2.595.437 $ | |||||
| Hopwood Nicholas Hunter | 2.399.857 $ | +131.060 $ | +5,8 % | 2.268.797 $ | -322.541 $ | -12,4 % | 2.591.338 $ | |||||
| AMERIFLEX GROUP, INC. | 2.583.846 $ | +340.956 $ | +15,2 % | 2.242.890 $ | -32.232 $ | -1,4 % | ||||||
| Granite Bay Wealth Management, LLC | 2.583.000 $ | +1.540.372 $ | +147,7 % | 1.042.628 $ | -302.353 $ | -22,5 % | 1.344.981 $ | -72.327 $ | -5,1 % | 1.417.308 $ | -401.692 $ | -22,1 % |
| CHATHAM CAPITAL GROUP, INC. | 2.580.558 $ | +222.750 $ | +9,4 % | 2.357.808 $ | +141.788 $ | +6,4 % | 2.216.020 $ | +79.556 $ | +3,7 % | 2.136.464 $ | +163.895 $ | +8,3 % |
| Miramar Capital, LLC | 2.576.279 $ | +157.621 $ | +6,5 % | 2.418.658 $ | +230.567 $ | +10,5 % | 2.188.091 $ | +69.356 $ | +3,3 % | 2.118.735 $ | +62.088 $ | +3,0 % |
| Retireful, LLC | 1.030.288 $ | +341.968 $ | +49,7 % | 688.320 $ | -1.882.584 $ | -73,2 % | 2.570.904 $ | +2.104.070 $ | +450,7 % | |||
| Quartz Partners, LLC | 2.559.314 $ | +427.531 $ | +20,1 % | 2.131.783 $ | -436.673 $ | -17,0 % | 2.568.456 $ | +512.093 $ | +24,9 % | 2.056.363 $ | -336.867 $ | -14,1 % |
| Columbia River Financial Group, LLC | 2.461.000 $ | -107.000 $ | -4,2 % | 2.568.000 $ | +114.000 $ | +4,6 % | 2.454.000 $ | +70.000 $ | +2,9 % | 2.384.000 $ | -246.000 $ | -9,4 % |
| VAQUERO PRIVATE WEALTH, LTD | 2.567.000 $ | |||||||||||
| Precision Wealth Strategies, LLC | 907.017 $ | -716.691 $ | -44,1 % | 1.623.708 $ | -442.541 $ | -21,4 % | 2.066.249 $ | -499.571 $ | -19,5 % | 2.565.820 $ | -3.903.874 $ | -60,3 % |
| Private Wealth Asset Management, LLC | 1.996.493 $ | -568.510 $ | -22,2 % | 2.565.003 $ | +1.518.562 $ | +145,1 % | ||||||
| Weaver Consulting Group | 2.245.142 $ | +85.638 $ | +4,0 % | 2.159.504 $ | +254.820 $ | +13,4 % | 1.904.684 $ | -659.156 $ | -25,7 % | 2.563.840 $ | +2.921 $ | +0,1 % |
| Rockwood Wealth Management, LLC | 2.558.055 $ | +182.667 $ | +7,7 % | 2.375.388 $ | +1.814.527 $ | +323,5 % | 560.861 $ | +13.197 $ | +2,4 % | 547.664 $ | +39.505 $ | +7,8 % |
| CONTINUUM WEALTH ADVISORS, LLC | 2.547.258 $ | +874.715 $ | +52,3 % | 1.672.543 $ | -34.119 $ | -2,0 % | 1.706.662 $ | +106.540 $ | +6,7 % | 1.600.122 $ | +196.905 $ | +14,0 % |
| Avail Investment Partners, LLC | 2.546.404 $ | +626.404 $ | +32,6 % | 1.920.000 $ | ||||||||
| Opal Wealth Advisors, LLC | 2.545.072 $ | +648.812 $ | +34,2 % | 1.896.260 $ | +109.808 $ | +6,1 % | 1.786.452 $ | -5.616 $ | -0,3 % | 1.792.068 $ | +105.977 $ | +6,3 % |
| Ritter Daniher Financial Advisory LLC / DE | 2.540.249 $ | +342.493 $ | +15,6 % | 2.197.756 $ | -98.661 $ | -4,3 % | 2.296.417 $ | +443.685 $ | +23,9 % | 1.852.732 $ | +106.390 $ | +6,1 % |
| Cannon Financial Strategists, Inc. | 2.536.152 $ | +140.288 $ | +5,9 % | 2.395.864 $ | +504.834 $ | +26,7 % | 1.891.030 $ | +12.381 $ | +0,7 % | 1.878.649 $ | +12.086 $ | +0,6 % |
| Fiduciary Group, LLC | 2.534.319 $ | +479.536 $ | +23,3 % | 2.054.783 $ | -392.714 $ | -16,0 % | 2.447.497 $ | +337.140 $ | +16,0 % | 2.110.357 $ | -74.974 $ | -3,4 % |
| City Center Advisors, LLC | 2.533.030 $ | +362.965 $ | +16,7 % | 2.170.065 $ | +777.996 $ | +55,9 % | 1.392.069 $ | +54.197 $ | +4,1 % | 1.337.872 $ | -55.575 $ | -4,0 % |
| PFC CAPITAL GROUP, INC. | 2.516.000 $ | +117.000 $ | +4,9 % | 2.399.000 $ | +102.000 $ | +4,4 % | 2.297.000 $ | +506.000 $ | +28,3 % | 1.791.000 $ | +462.000 $ | +34,8 % |
| CM WEALTH ADVISORS LLC | 2.506.348 $ | +274.397 $ | +12,3 % | 2.231.951 $ | +36.353 $ | +1,7 % | 2.195.598 $ | -28.811 $ | -1,3 % | 2.224.409 $ | +202.854 $ | +10,0 % |
| Insight Wealth Partners, LLC | 2.504.240 $ | +206.456 $ | +9,0 % | 2.297.784 $ | -69.129 $ | -2,9 % | 2.366.913 $ | -9.335 $ | -0,4 % | 2.376.248 $ | +221.636 $ | +10,3 % |
| BURLING WEALTH PARTNERS, LLC | 2.497.356 $ | +1.155.022 $ | +86,0 % | 1.342.334 $ | +44.802 $ | +3,5 % | 1.297.532 $ | +73.028 $ | +6,0 % | 1.224.504 $ | +23.473 $ | +2,0 % |
| TILIA FIDUCIARY PARTNERS, INC. | 2.496.493 $ | +456.398 $ | +22,4 % | 2.040.095 $ | -82.275 $ | -3,9 % | 2.122.370 $ | -25.563 $ | -1,2 % | 2.147.933 $ | -28.669 $ | -1,3 % |
| SLT Holdings LLC | 1.505.642 $ | +186.612 $ | +14,1 % | 1.319.030 $ | -1.117.524 $ | -45,9 % | 2.436.554 $ | -59.221 $ | -2,4 % | 2.495.775 $ | ||
| Clayton Financial Group LLC | 2.494.405 $ | +101.011 $ | +4,2 % | 2.393.394 $ | +26.241 $ | +1,1 % | 2.367.153 $ | +1.602.690 $ | +209,6 % | 764.463 $ | +78.620 $ | +11,5 % |
| Ullmann Wealth Partners Group, LLC | 2.489.426 $ | +241.784 $ | +10,8 % | 2.247.642 $ | +321.176 $ | +16,7 % | 1.926.466 $ | +21.490 $ | +1,1 % | 1.904.976 $ | +117.819 $ | +6,6 % |
| Colony Family Offices, LLC | 2.304.281 $ | -20.765 $ | -0,9 % | 2.325.046 $ | -154.074 $ | -6,2 % | 2.479.120 $ | +198.843 $ | +8,7 % | 2.280.277 $ | -202.719 $ | -8,2 % |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 2.474.731 $ | +576.375 $ | +30,4 % | 1.898.356 $ | +145.294 $ | +8,3 % | 1.753.062 $ | |||||
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 2.313.657 $ | +75.152 $ | +3,4 % | 2.238.505 $ | -235.078 $ | -9,5 % | 2.473.583 $ | +11.724 $ | +0,5 % | 2.461.859 $ | +77.045 $ | +3,2 % |
| Ramiah Investment Group | 2.470.487 $ | +246.036 $ | +11,1 % | 2.224.451 $ | +229.665 $ | +11,5 % | 1.994.786 $ | +206.115 $ | +11,5 % | 1.788.671 $ | +412.700 $ | +30,0 % |
| Crescent Grove Advisors, LLC | 2.450.485 $ | +291.082 $ | +13,5 % | 2.159.403 $ | -26.991 $ | -1,2 % | 2.186.394 $ | +128.748 $ | +6,3 % | 2.057.646 $ | +26.755 $ | +1,3 % |
| SECURITY NATIONAL BANK OF SO DAK | 2.446.112 $ | +223.815 $ | +10,1 % | 2.222.297 $ | +36.924 $ | +1,7 % | 2.185.373 $ | +147.046 $ | +7,2 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.423.781 $ | +206.743 $ | +9,3 % | 2.217.038 $ | -224.511 $ | -9,2 % | 2.441.549 $ | +37.157 $ | +1,5 % | 2.404.392 $ | +329.039 $ | +15,9 % |
| Calamos Advisors LLC | 1.466.584 $ | -974.350 $ | -39,9 % | 2.440.934 $ | +1.016.455 $ | +71,4 % | 1.424.479 $ | +135.621 $ | +10,5 % | 1.288.858 $ | +501.438 $ | +63,7 % |
| Financial Planning Hawaii, Inc. | 2.434.884 $ | +404.825 $ | +19,9 % | 2.030.059 $ | +157.201 $ | +8,4 % | 1.872.858 $ | |||||
| TRED AVON FAMILY WEALTH, LLC | 2.430.876 $ | +179.078 $ | +8,0 % | 2.251.798 $ | +6.408 $ | +0,3 % | 2.245.390 $ | -65.802 $ | -2,8 % | 2.311.192 $ | ||
| Financial Freedom, LLC | 1.944.716 $ | -466.500 $ | -19,3 % | 2.411.216 $ | -16.020 $ | -0,7 % | 2.427.236 $ | +149.378 $ | +6,6 % | 2.277.858 $ | -78.862 $ | -3,3 % |
| JACOBSON & SCHMITT ADVISORS, LLC | 2.425.849 $ | -3.946.888 $ | -61,9 % | |||||||||
| OSTERWEIS CAPITAL MANAGEMENT INC | 1.420.980 $ | -27.842 $ | -1,9 % | 1.448.822 $ | -915.865 $ | -38,7 % | 2.364.687 $ | -58.789 $ | -2,4 % | 2.423.476 $ | +53.892 $ | +2,3 % |
| Family Legacy, Inc. | 2.422.001 $ | +173.227 $ | +7,7 % | 2.248.774 $ | ||||||||
| Innovative Wealth Building LLC | 2.030.819 $ | +11.842 $ | +0,6 % | 2.018.977 $ | -188.865 $ | -8,6 % | 2.207.842 $ | -210.116 $ | -8,7 % | 2.417.958 $ | -170.919 $ | -6,6 % |
| Teamwork Financial Advisors, LLC | 2.413.699 $ | +174.158 $ | +7,8 % | 2.239.541 $ | +15.398 $ | +0,7 % | 2.224.143 $ | +95.620 $ | +4,5 % | 2.128.523 $ | -27.759.303 $ | -92,9 % |
| FIRST TRUST ADVISORS LP | 2.408.603 $ | +291.582 $ | +13,8 % | 2.117.021 $ | +511.606 $ | +31,9 % | 1.605.415 $ | -306.349 $ | -16,0 % | 1.911.764 $ | +487.869 $ | +34,3 % |
| FULLCIRCLE WEALTH LLC | 2.403.664 $ | -200.714 $ | -7,7 % | |||||||||
| Plotkin Financial Advisors, LLC | 2.402.812 $ | +323.306 $ | +15,5 % | 2.079.506 $ | -58.950 $ | -2,8 % | 2.138.456 $ | +43.926 $ | +2,1 % | 2.094.530 $ | +150.573 $ | +7,7 % |
| PRUDENT INVESTORS NETWORK, INC. | 2.401.339 $ | +691.797 $ | +40,5 % | 1.709.542 $ | -294.200 $ | -14,7 % | 2.003.742 $ | +257.663 $ | +14,8 % | 1.746.079 $ | -91.767 $ | -5,0 % |
| Private Capital Management, LLC | 2.389.708 $ | +282.999 $ | +13,4 % | 2.106.709 $ | +61.181 $ | +3,0 % | 2.045.528 $ | +56.505 $ | +2,8 % | 1.989.023 $ | +136.346 $ | +7,4 % |
| Ruggaard & Associates LLC | 2.375.295 $ | +373.387 $ | +18,7 % | 2.001.908 $ | -89.639 $ | -4,3 % | 2.091.547 $ | -34.667 $ | -1,6 % | 2.126.214 $ | +149.432 $ | +7,6 % |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 2.374.160 $ | +512.605 $ | +27,5 % | 1.861.555 $ | -331.684 $ | -15,1 % | 2.193.239 $ | -11.507 $ | -0,5 % | 2.204.746 $ | +98.653 $ | +4,7 % |
| Inscription Capital, LLC | 2.371.986 $ | +525.082 $ | +28,4 % | 1.846.904 $ | +453.639 $ | +32,6 % | 1.393.265 $ | -34.791 $ | -2,4 % | 1.428.056 $ | +13.559 $ | +1,0 % |
| Belvedere Trading LLC | 260.004 $ | -842.700 $ | -76,4 % | 1.102.704 $ | -637.829 $ | -36,6 % | 1.740.533 $ | -629.784 $ | -26,6 % | 2.370.317 $ | +730.658 $ | +44,6 % |
| Anson Capital, Inc. | 2.358.019 $ | +1.014.314 $ | +75,5 % | 1.343.705 $ | +158.406 $ | +13,4 % | 1.185.299 $ | +668.956 $ | +129,6 % | 516.343 $ | +221.244 $ | +75,0 % |
| SVRN Asset Management, LLC | 2.356.607 $ | +326.128 $ | +16,1 % | 2.030.479 $ | -111.811 $ | -5,2 % | 2.142.290 $ | |||||
| Quattro Advisors LLC | 2.353.885 $ | +667.366 $ | +39,6 % | 1.686.519 $ | -459.286 $ | -21,4 % | 2.145.805 $ | |||||
| Evercore Wealth Management, LLC | 2.352.256 $ | +318.306 $ | +15,6 % | 2.033.950 $ | -106.620 $ | -5,0 % | 2.140.570 $ | +47.702 $ | +2,3 % | 2.092.868 $ | +346.981 $ | +19,9 % |
| Lloyd Advisory Services, LLC. | 230.606 $ | -2.068.157 $ | -90,0 % | 2.298.763 $ | -53.334 $ | -2,3 % | 2.352.097 $ | +146.494 $ | +6,6 % | 2.205.603 $ | +1.492.249 $ | +209,2 % |
| ATX Financial Planning, LLC | 2.350.423 $ | +409.387 $ | +21,1 % | 1.941.036 $ | +1.602.108 $ | +472,7 % | 338.928 $ | |||||
| Markowski Investments | 2.345.602 $ | |||||||||||
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1.528.783 $ | +86.559 $ | +6,0 % | 1.442.224 $ | -47.909 $ | -3,2 % | 1.490.133 $ | -854.163 $ | -36,4 % | 2.344.296 $ | +65.546 $ | +2,9 % |
| Pathway Financial Advisors LLC | 2.328.615 $ | +237.398 $ | +11,4 % | 2.091.217 $ | -79.144 $ | -3,6 % | 2.170.361 $ | +100.921 $ | +4,9 % | 2.069.440 $ | +149.252 $ | +7,8 % |
| NewCorp Financial Services, Inc. | 1.553.922 $ | -766.533 $ | -33,0 % | 2.320.455 $ | +59.613 $ | +2,6 % | 2.260.842 $ | |||||
| Key FInancial Inc | 2.314.982 $ | +121.284 $ | +5,5 % | 2.193.698 $ | +121.981 $ | +5,9 % | 2.071.717 $ | +128.166 $ | +6,6 % | 1.943.551 $ | +167.209 $ | +9,4 % |
| FULTON BANK, N.A. | 2.312.082 $ | +277.836 $ | +13,7 % | 2.034.246 $ | +68.195 $ | +3,5 % | 1.966.051 $ | +1.457.616 $ | +286,7 % | 508.435 $ | ||
| Kingdom Financial Group LLC. | 1.172.345 $ | -1.126.418 $ | -49,0 % | 2.298.763 $ | +1.631.956 $ | +244,7 % | 666.807 $ | |||||
| PACIFIC SUN FINANCIAL CORP | 2.296.714 $ | +370.254 $ | +19,2 % | 1.926.460 $ | -28.681 $ | -1,5 % | 1.955.141 $ | -10.325 $ | -0,5 % | 1.965.466 $ | +4.371 $ | +0,2 % |
| Tailwinds Wealth, LLC | 2.292.758 $ | +1.557.809 $ | +212,0 % | 734.949 $ | ||||||||
| ALLSTREET CAPITAL ADVISORS LLC | 2.285.860 $ | +214.454 $ | +10,4 % | 2.071.406 $ | -189.967 $ | -8,4 % | 2.261.373 $ | |||||
| Connecticut Wealth Management, LLC | 2.282.974 $ | +181.112 $ | +8,6 % | 2.101.862 $ | +85.122 $ | +4,2 % | 2.016.740 $ | +24.794 $ | +1,2 % | 1.991.946 $ | -344.627 $ | -14,7 % |
| Intentional Wealth Strategies, LLC | 2.277.772 $ | +200.622 $ | +9,7 % | 2.077.150 $ | ||||||||
| Waycross Investment Management Co | 2.275.832 $ | +138.383 $ | +6,5 % | 2.137.449 $ | -47.757 $ | -2,2 % | 2.185.206 $ | +15.475 $ | +0,7 % | 2.169.731 $ | +79.398 $ | +3,8 % |
| SMART Wealth LLC | 2.275.438 $ | +1.194.163 $ | +110,4 % | 1.081.275 $ | +199.971 $ | +22,7 % | 881.304 $ | +385.449 $ | +77,7 % | 495.855 $ | +77.253 $ | +18,5 % |
| Beverly Hills Private Wealth, LLC | 2.270.774 $ | +98.427 $ | +4,5 % | 2.172.347 $ | +383.815 $ | +21,5 % | 1.788.532 $ | +318.979 $ | +21,7 % | 1.469.553 $ | -38.579 $ | -2,6 % |
| Penobscot Investment Management Company, Inc. | 2.270.287 $ | +493.797 $ | +27,8 % | 1.776.490 $ | -72.459 $ | -3,9 % | 1.848.949 $ | -233.522 $ | -11,2 % | 2.082.471 $ | -3.442 $ | -0,2 % |
| Alliance Private Wealth, LLC | 2.267.245 $ | +353.516 $ | +18,5 % | 1.913.729 $ | -59.959 $ | -3,0 % | 1.973.688 $ | |||||
| Madrid Wealth Management, LLC | 2.266.482 $ | +434.660 $ | +23,7 % | 1.831.822 $ | +18.535 $ | +1,0 % | 1.813.287 $ | |||||
| Park Capital Management, LLC / WI | 2.254.344 $ | +551.518 $ | +32,4 % | 1.702.826 $ | +9.270 $ | +0,5 % | 1.693.556 $ | +210.110 $ | +14,2 % | 1.483.446 $ | +86.380 $ | +6,2 % |
| AMERICAN NATIONAL BANK & TRUST | 2.254.342 $ | +508.136 $ | +29,1 % | 1.746.206 $ | +170.062 $ | +10,8 % | 1.576.144 $ | +213.917 $ | +15,7 % | 1.362.227 $ | +107.030 $ | +8,5 % |
| Symphony Financial, Ltd. Co. | 1.735.567 $ | -222.989 $ | -11,4 % | 1.958.556 $ | -294.349 $ | -13,1 % | 2.252.905 $ | +641.157 $ | +39,8 % | 1.611.748 $ | +921.423 $ | +133,5 % |
| Stolper Co | 310.000 $ | -1.937.000 $ | -86,2 % | 2.247.000 $ | +1.948.000 $ | +651,5 % | 299.000 $ | +3.000 $ | +1,0 % | 296.000 $ | +17.000 $ | +6,1 % |
| Lodestone Wealth Management LLC | 2.245.292 $ | +528.716 $ | +30,8 % | 1.716.576 $ | +222.317 $ | +14,9 % | 1.494.259 $ | +842.468 $ | +129,3 % | 651.791 $ | +15.710 $ | +2,5 % |
| Odyssey Capital Advisors, Inc. | 2.244.507 $ | +557.755 $ | +33,1 % | 1.686.752 $ | +33.662 $ | +2,0 % | 1.653.090 $ | |||||
| Twelve Points Wealth Management LLC | 2.240.221 $ | +217.393 $ | +10,7 % | 2.022.828 $ | -151.498 $ | -7,0 % | 2.174.326 $ | +60.394 $ | +2,9 % | 2.113.932 $ | +154.856 $ | +7,9 % |
| Tempo Wealth, LLC | 2.239.271 $ | +1.099.750 $ | +96,5 % | 1.139.521 $ | ||||||||
| COMMONS CAPITAL, LLC | 216.220 $ | -1.352.245 $ | -86,2 % | 1.568.465 $ | -666.503 $ | -29,8 % | 2.234.968 $ | +131.489 $ | +6,3 % | |||
| HMV Wealth Advisors, LLC | 2.204.849 $ | +463.778 $ | +26,6 % | 1.741.071 $ | -378.172 $ | -17,8 % | 2.119.243 $ | -108.397 $ | -4,9 % | 2.227.640 $ | +76.569 $ | +3,6 % |
| DOPKINS WEALTH MANAGEMENT, LLC | 2.095.583 $ | -28.315 $ | -1,3 % | 2.123.898 $ | -85.336 $ | -3,9 % | 2.209.234 $ | -14.579 $ | -0,7 % | 2.223.813 $ | -272.079 $ | -10,9 % |
| MIDLAND WEALTH ADVISORS, LLC | 1.957.341 $ | -264.018 $ | -11,9 % | 2.221.359 $ | +73.054 $ | +3,4 % | 2.148.305 $ | -57.911 $ | -2,6 % | 2.206.216 $ | +191.260 $ | +9,5 % |
| Integris Wealth Management, LLC | 2.220.957 $ | +93.782 $ | +4,4 % | 2.127.175 $ | +6.882 $ | +0,3 % | 2.120.293 $ | +3.268 $ | +0,2 % | 2.117.025 $ | -199.760 $ | -8,6 % |
| Integrity Wealth Partners, LLC | 2.215.271 $ | |||||||||||
| BankPlus Wealth Management LLC | 2.206.148 $ | +649.978 $ | +41,8 % | 1.556.170 $ | +245.615 $ | +18,7 % | 1.310.555 $ | +146.368 $ | +12,6 % | 1.164.187 $ | +382.917 $ | +49,0 % |
| Platt Wealth Management LLC | 2.206.000 $ | +277.000 $ | +14,4 % | 1.929.000 $ | +91.000 $ | +5,0 % | 1.838.000 $ | |||||
| Williams Jones Wealth Management, LLC. | 1.936.419 $ | -138.665 $ | -6,7 % | 2.075.084 $ | -129.752 $ | -5,9 % | 2.204.836 $ | +533.652 $ | +31,9 % | 1.671.184 $ | +17.452 $ | +1,1 % |
| WESTCO ADVISORY SERVICES INC /ADV | 2.202.500 $ | +274.417 $ | +14,2 % | 1.928.083 $ | -71.998 $ | -3,6 % | 2.000.081 $ | |||||
| Lewis Asset Management, LLC | 2.201.765 $ | +131.897 $ | +6,4 % | 2.069.868 $ | +248.206 $ | +13,6 % | 1.821.662 $ | -7.429 $ | -0,4 % | 1.829.091 $ | +228.876 $ | +14,3 % |
| ENTREWEALTH, LLC | 2.199.430 $ | +85.150 $ | +4,0 % | 2.114.280 $ | +232.746 $ | +12,4 % | 1.881.534 $ | +1.576.480 $ | +516,8 % | 305.054 $ | -33.474 $ | -9,9 % |
| Register Financial Advisors LLC | 1.932.803 $ | +434.649 $ | +29,0 % | 1.498.154 $ | +111.055 $ | +8,0 % | 1.387.099 $ | -809.867 $ | -36,9 % | 2.196.966 $ | -299.172 $ | -12,0 % |
| San Luis Wealth Advisors LLC | 2.194.534 $ | +96.168 $ | +4,6 % | 2.098.366 $ | +414.704 $ | +24,6 % | 1.683.662 $ | +251.933 $ | +17,6 % | 1.431.729 $ | -14.884.271 $ | -91,2 % |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.397.345 $ | +172.878 $ | +14,1 % | 1.224.467 $ | -969.647 $ | -44,2 % | 2.194.114 $ | +1.383.112 $ | +170,5 % | 811.002 $ | -3.642.827 $ | -81,8 % |
| Oakmont Investment Advisors, Inc. | 2.192.393 $ | |||||||||||
| Regent Peak Wealth Advisors LLC | 2.192.272 $ | +242.203 $ | +12,4 % | 1.950.069 $ | -76.487 $ | -3,8 % | 2.026.556 $ | +40.227 $ | +2,0 % | 1.986.329 $ | ||
| Exchange Bank | 2.191.577 $ | +271.427 $ | +14,1 % | 1.920.150 $ | -102.183 $ | -5,1 % | 2.022.333 $ | +33.664 $ | +1,7 % | 1.988.669 $ | +145.418 $ | +7,9 % |
| Balanced Rock Investment Advisors LLC | 1.775.931 $ | -415.133 $ | -18,9 % | 2.191.064 $ | +6.755 $ | +0,3 % | 2.184.309 $ | +25.081 $ | +1,2 % | 2.159.228 $ | +165.874 $ | +8,3 % |
| Praetorian Wealth Management, Inc. | 2.187.415 $ | +234.420 $ | +12,0 % | 1.952.995 $ | -69.786 $ | -3,5 % | 2.022.781 $ | +19.104 $ | +1,0 % | 2.003.677 $ | +328.540 $ | +19,6 % |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.184.000 $ | |||||||||||
| Optivise Advisory Services LLC | 2.183.387 $ | +482.073 $ | +28,3 % | 1.701.314 $ | +162.980 $ | +10,6 % | 1.538.334 $ | -61.059 $ | -3,8 % | 1.599.393 $ | +154.316 $ | +10,7 % |
| CURIO WEALTH, LLC | 2.178.229 $ | +123.186 $ | +6,0 % | 2.055.043 $ | -69.931 $ | -3,3 % | 2.124.974 $ | +54.426 $ | +2,6 % | 2.070.548 $ | +114.596 $ | +5,9 % |
| Tandem Investment Partners LLC | 2.176.240 $ | +350.594 $ | +19,2 % | 1.825.646 $ | +55.820 $ | +3,2 % | 1.769.826 $ | -10.364 $ | -0,6 % | 1.780.190 $ | +112.849 $ | +6,8 % |
| BIRCH FINANCIAL GROUP, LLC | 2.173.921 $ | +174.309 $ | +8,7 % | 1.999.612 $ | +6.823 $ | +0,3 % | 1.992.789 $ | +66.560 $ | +3,5 % | 1.926.229 $ | +465.992 $ | +31,9 % |
| SAGE RHINO CAPITAL LLC | 2.165.044 $ | +502.295 $ | +30,2 % | 1.662.749 $ | +4.785 $ | +0,3 % | 1.657.964 $ | +45.180 $ | +2,8 % | 1.612.784 $ | +129.512 $ | +8,7 % |
| TFO Wealth Partners, LLC | 2.164.272 $ | +247.316 $ | +12,9 % | 1.916.956 $ | +30.116 $ | +1,6 % | 1.886.840 $ | +83.109 $ | +4,6 % | 1.803.731 $ | +82.409 $ | +4,8 % |
| HARBOR ADVISORY CORP /MA/ | 2.164.038 $ | +76.643 $ | +3,7 % | 2.087.395 $ | +106.013 $ | +5,4 % | 1.981.382 $ | -3.732 $ | -0,2 % | 1.985.114 $ | +114.995 $ | +6,1 % |
| Bank of Marin | 2.158.912 $ | +106.885 $ | +5,2 % | 2.052.027 $ | +75.743 $ | +3,8 % | 1.976.284 $ | +8.108 $ | +0,4 % | 1.968.176 $ | -20.768 $ | -1,0 % |
| Lakeridge Wealth Management LLC | 2.158.686 $ | +333.510 $ | +18,3 % | 1.825.176 $ | +17.953 $ | +1,0 % | 1.807.223 $ | +80.958 $ | +4,7 % | 1.726.265 $ | -1.572 $ | -0,1 % |
| Sterling Investment Advisors, Ltd. | 2.156.476 $ | +390.947 $ | +22,1 % | 1.765.529 $ | +276.625 $ | +18,6 % | 1.488.904 $ | +156.269 $ | +11,7 % | 1.332.635 $ | +70.489 $ | +5,6 % |
| Park Place Capital Corp | 1.853.142 $ | -293.488 $ | -13,7 % | 2.146.630 $ | -8.409 $ | -0,4 % | 2.155.039 $ | +268.627 $ | +14,2 % | |||
| Burton Enright Welch | 2.154.669 $ | +297.728 $ | +16,0 % | 1.856.941 $ | -76.032 $ | -3,9 % | 1.932.973 $ | -42.693 $ | -2,2 % | 1.975.666 $ | +112.493 $ | +6,0 % |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 2.154.192 $ | |||||||||||
| Pines Wealth Management, LLC | 2.152.477 $ | +88.782 $ | +4,3 % | 2.063.695 $ | +596.708 $ | +40,7 % | 1.466.987 $ | +143.062 $ | +10,8 % | 1.323.925 $ | +231.644 $ | +21,2 % |
| Flagship Capital Management Inc. | 2.143.672 $ | +284.214 $ | +15,3 % | 1.859.458 $ | -73.606 $ | -3,8 % | 1.933.064 $ | |||||
| Agate Pass Investment Management, LLC | 2.140.514 $ | +289.902 $ | +15,7 % | 1.850.612 $ | +191.421 $ | +11,5 % | 1.659.191 $ | -66.521 $ | -3,9 % | 1.725.712 $ | -225.348 $ | -11,6 % |
| Entruity Wealth, LLC | 451.996 $ | -882.195 $ | -66,1 % | 1.334.191 $ | +35.826 $ | +2,8 % | 1.298.365 $ | -836.780 $ | -39,2 % | 2.135.145 $ | +211.694 $ | +11,0 % |
| Ransom Advisory, Ltd | 2.134.793 $ | |||||||||||
| Investment Partners Asset Management, Inc. | 1.981.673 $ | +318.344 $ | +19,1 % | 1.663.329 $ | +9.972 $ | +0,6 % | 1.653.357 $ | -477.728 $ | -22,4 % | 2.131.085 $ | -231.925 $ | -9,8 % |
| Gibson Capital, LLC | 2.130.756 $ | +149.363 $ | +7,5 % | 1.981.393 $ | +172.926 $ | +9,6 % | 1.808.467 $ | +21.296 $ | +1,2 % | 1.787.171 $ | -96.347 $ | -5,1 % |
| Clearview Wealth Management LLC | 2.130.514 $ | +386.296 $ | +22,1 % | 1.744.218 $ | ||||||||
| CAHABA WEALTH MANAGEMENT, INC. | 1.429.017 $ | -701.282 $ | -32,9 % | 2.130.299 $ | +945.352 $ | +79,8 % | 1.184.947 $ | +180.027 $ | +17,9 % | 1.004.920 $ | -2.052.227 $ | -67,1 % |
| MAYPORT, LLC | 2.127.039 $ | +167.501 $ | +8,5 % | 1.959.538 $ | +473.679 $ | +31,9 % | 1.485.859 $ | +216.893 $ | +17,1 % | 1.268.966 $ | +174.477 $ | +15,9 % |
| BlackDiamond Wealth Management, LLC | 2.126.858 $ | +855.441 $ | +67,3 % | 1.271.417 $ | +59.229 $ | +4,9 % | 1.212.188 $ | +543.781 $ | +81,4 % | 668.407 $ | +28.339 $ | +4,4 % |
| Integrated Capital Management, LLC | 2.108.550 $ | +527.179 $ | +33,3 % | 1.581.371 $ | +49.289 $ | +3,2 % | 1.532.082 $ | +1.615 $ | +0,1 % | 1.530.467 $ | +87.467 $ | +6,1 % |
| Veratis Advisors, Inc. | 2.105.629 $ | +216.103 $ | +11,4 % | 1.889.526 $ | ||||||||
| Signature Equity Partners, LLC | 2.103.788 $ | +50.365 $ | +2,5 % | 2.053.423 $ | +172.110 $ | +9,1 % | 1.881.313 $ | |||||
| Enstar Group LTD | 2.094.180 $ | -4.175 $ | -0,2 % | 2.098.355 $ | +8.350 $ | +0,4 % | ||||||
| Family Manage LLC | 2.089.906 $ | +274.073 $ | +15,1 % | 1.815.833 $ | -70.579 $ | -3,7 % | 1.886.412 $ | +27.753 $ | +1,5 % | 1.858.659 $ | +129.941 $ | +7,5 % |
| GPS Wealth Strategies Group, LLC | 7.225 $ | -2.082.279 $ | -99,7 % | 2.089.504 $ | +790.290 $ | +60,8 % | ||||||
| Palisade Asset Management, LLC | 1.585.718 $ | +207.495 $ | +15,1 % | 1.378.223 $ | -4.836 $ | -0,3 % | 1.383.059 $ | -703.221 $ | -33,7 % | 2.086.280 $ | +1.013.116 $ | +94,4 % |
| Legacy Capital Wealth Partners, LLC | 1.615.874 $ | +42.802 $ | +2,7 % | 1.573.072 $ | -324.481 $ | -17,1 % | 1.897.553 $ | -178.652 $ | -8,6 % | 2.076.205 $ | +195.583 $ | +10,4 % |
| NorthStar Asset Management LLC /NJ/ | 2.074.665 $ | +264.889 $ | +14,6 % | 1.809.776 $ | -91.787 $ | -4,8 % | 1.901.563 $ | +39.930 $ | +2,1 % | 1.861.633 $ | +75.529 $ | +4,2 % |
| TRUST CO OF TOLEDO NA /OH/ | 2.071.906 $ | +667.962 $ | +47,6 % | 1.403.944 $ | +51.767 $ | +3,8 % | 1.352.177 $ | +86.946 $ | +6,9 % | 1.265.231 $ | +113.837 $ | +9,9 % |
| NOESIS CAPITAL MANGEMENT CORP | 1.777.134 $ | +43.648 $ | +2,5 % | 1.733.486 $ | -333.333 $ | -16,1 % | 2.066.819 $ | +77.033 $ | +3,9 % | 1.989.786 $ | +84.414 $ | +4,4 % |
| Gainplan LLC | 2.065.932 $ | +1.205.178 $ | +140,0 % | 860.754 $ | -54.602 $ | -6,0 % | 915.356 $ | +19.051 $ | +2,1 % | 896.305 $ | -9.246 $ | -1,0 % |
| MARIETTA INVESTMENT PARTNERS LLC | 2.065.255 $ | +283.262 $ | +15,9 % | 1.781.993 $ | -240.741 $ | -11,9 % | 2.022.734 $ | +171.964 $ | +9,3 % | 1.850.770 $ | -47.966 $ | -2,5 % |
| Bravias Capital Group, LLC | 2.063.967 $ | +391.278 $ | +23,4 % | 1.672.689 $ | -10.211 $ | -0,6 % | 1.682.900 $ | -67.551 $ | -3,9 % | 1.750.451 $ | +407.919 $ | +30,4 % |
| Dupree Financial Group, LLC | 2.060.184 $ | +152.118 $ | +8,0 % | 1.908.066 $ | +17.256 $ | +0,9 % | 1.890.810 $ | +50.072 $ | +2,7 % | 1.840.738 $ | +251.528 $ | +15,8 % |
| Hayek Kallen Investment Management | 2.008.000 $ | +138.000 $ | +7,4 % | 1.870.000 $ | +1.868.188 $ | +103.100,9 % | 1.812 $ | -2.056.188 $ | -99,9 % | 2.058.000 $ | -132.000 $ | -6,0 % |
| Bragg Financial Advisors, Inc | 1.667.424 $ | +239.408 $ | +16,8 % | 1.428.016 $ | +133.109 $ | +10,3 % | 1.294.907 $ | -762.110 $ | -37,0 % | 2.057.017 $ | +1.069.800 $ | +108,4 % |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 421.836 $ | -10.495 $ | -2,4 % | 432.331 $ | -810.260 $ | -65,2 % | 1.242.591 $ | -809.670 $ | -39,5 % | 2.052.261 $ | +7.173 $ | +0,4 % |
| BEARING POINT CAPITAL, LLC | 2.049.490 $ | +214.175 $ | +11,7 % | 1.835.315 $ | +42.176 $ | +2,4 % | 1.793.139 $ | -138.491 $ | -7,2 % | 1.931.630 $ | +129.265 $ | +7,2 % |
| Royal Capital Wealth Management, LLC | 2.049.434 $ | +131.264 $ | +6,8 % | 1.918.170 $ | +137.073 $ | +7,7 % | 1.781.097 $ | +18.466 $ | +1,0 % | 1.762.631 $ | +74.662 $ | +4,4 % |
| WEST MICHIGAN ADVISORS, LLC | 2.041.951 $ | +370.060 $ | +22,1 % | 1.671.891 $ | +343.040 $ | +25,8 % | 1.328.851 $ | +32.261 $ | +2,5 % | 1.296.590 $ | -178.713 $ | -12,1 % |
| Evernest Financial Advisors, LLC | 2.040.925 $ | +165.968 $ | +8,9 % | 1.874.957 $ | -50.130 $ | -2,6 % | 1.925.087 $ | +11.624 $ | +0,6 % | 1.913.463 $ | +281.955 $ | +17,3 % |
| Cardinal Point Capital Management ULC | 2.039.382 $ | +835.538 $ | +69,4 % | 1.203.844 $ | +591.461 $ | +96,6 % | 612.383 $ | +127.695 $ | +26,3 % | 484.688 $ | -1.019.193 $ | -67,8 % |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 2.039.306 $ | +121.545 $ | +6,3 % | |||||||||
| KG Capital Management | 2.024.513 $ | +485.051 $ | +31,5 % | 1.539.462 $ | +401.577 $ | +35,3 % | 1.137.885 $ | +112.237 $ | +10,9 % | 1.025.648 $ | +525.135 $ | +104,9 % |
| Lansing Street Advisors | 2.023.439 $ | +1.375.414 $ | +212,2 % | 648.025 $ | -17.603 $ | -2,6 % | 665.628 $ | +54.024 $ | +8,8 % | 611.604 $ | +4.926 $ | +0,8 % |
| Financial Concepts Unlimited, Inc. | 2.021.164 $ | +467.357 $ | +30,1 % | 1.553.807 $ | ||||||||
| Well Done, LLC | 2.010.164 $ | +481.026 $ | +31,5 % | 1.529.138 $ | +65.590 $ | +4,5 % | 1.463.548 $ | +28.180 $ | +2,0 % | 1.435.368 $ | +66.569 $ | +4,9 % |
| Wills Financial Group LLC | 2.006.596 $ | +6.067 $ | +0,3 % | 2.000.529 $ | +286.327 $ | +16,7 % | 1.714.202 $ | -72.332 $ | -4,0 % | 1.786.534 $ | +176.962 $ | +11,0 % |
| PARTNERS WEALTH MANAGEMENT, LLC | 2.004.080 $ | +246.612 $ | +14,0 % | 1.757.468 $ | +130.717 $ | +8,0 % | 1.626.751 $ | -35.212 $ | -2,1 % | 1.661.963 $ | +410.109 $ | +32,8 % |
| 49 WEALTH MANAGEMENT, LLC | 680.428 $ | -1.321.652 $ | -66,0 % | 2.002.080 $ | +1.314.852 $ | +191,3 % | 687.228 $ | -493.042 $ | -41,8 % | 1.180.270 $ | -6.252 $ | -0,5 % |
| Nova R Wealth, Inc. | 1.972.876 $ | -27.224 $ | -1,4 % | 2.000.100 $ | +10.077 $ | +0,5 % | 1.990.023 $ | |||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1.996.671 $ | +259.823 $ | +15,0 % | 1.736.848 $ | +495.446 $ | +39,9 % | 1.241.402 $ | +530.799 $ | +74,7 % | 710.603 $ | +58.151 $ | +8,9 % |
| BetterWealth, LLC | 1.995.975 $ | +36.788 $ | +1,9 % | 1.959.187 $ | +1.489.855 $ | +317,4 % | ||||||
| BETO FINANCIAL GROUP, LLC | 1.933.667 $ | -54.508 $ | -2,7 % | 1.988.175 $ | +1.077.289 $ | +118,3 % | 910.886 $ | |||||
| GDS Wealth Management | 1.984.550 $ | +1.489.004 $ | +300,5 % | 495.546 $ | ||||||||
| ADE, LLC | 1.984.287 $ | +586.193 $ | +41,9 % | 1.398.094 $ | +29.605 $ | +2,2 % | 1.368.489 $ | +75.511 $ | +5,8 % | 1.292.978 $ | +1.026.724 $ | +385,6 % |
| SOUTH PLAINS FINANCIAL, INC. | 1.983.531 $ | +260.497 $ | +15,1 % | 1.723.034 $ | +16.362 $ | +1,0 % | 1.706.672 $ | -2.747 $ | -0,2 % | 1.709.419 $ | +13.488 $ | +0,8 % |
| Northstar Financial Companies, Inc. | 1.981.171 $ | +339.195 $ | +20,7 % | 1.641.976 $ | +479.773 $ | +41,3 % | 1.162.203 $ | +92.507 $ | +8,6 % | 1.069.696 $ | +538.962 $ | +101,6 % |
| CATALYST FINANCIAL PARTNERS LLC | 1.974.164 $ | +207.571 $ | +11,7 % | 1.766.593 $ | +235.941 $ | +15,4 % | 1.530.652 $ | -68.374 $ | -4,3 % | 1.599.026 $ | -90.339 $ | -5,3 % |
| Johnson Financial Group, Inc. | 1.859.845 $ | -106.690 $ | -5,4 % | 1.966.535 $ | +11.287 $ | +0,6 % | 1.955.248 $ | -14.343 $ | -0,7 % | 1.969.591 $ | -16.123 $ | -0,8 % |
| Resolute Advisors LLC | 1.969.561 $ | +264.917 $ | +15,5 % | 1.704.644 $ | -77.203 $ | -4,3 % | 1.781.847 $ | +9.265 $ | +0,5 % | 1.772.582 $ | +128.869 $ | +7,8 % |
| CFO4Life Group, LLC | 1.969.259 $ | +1.314.370 $ | +200,7 % | 654.889 $ | +3.875 $ | +0,6 % | 651.014 $ | +29.461 $ | +4,7 % | 621.553 $ | +44.092 $ | +7,6 % |
| Concord Asset Management, LLC/VA | 1.897.196 $ | -48.091 $ | -2,5 % | 1.945.287 $ | +29.984 $ | +1,6 % | 1.915.303 $ | -52.625 $ | -2,7 % | 1.967.928 $ | -3.841.376 $ | -66,1 % |
| Soundwatch Capital LLC | 1.966.006 $ | +285.640 $ | +17,0 % | 1.680.366 $ | -156.901 $ | -8,5 % | 1.837.267 $ | +158.486 $ | +9,4 % | 1.678.781 $ | -22.130.350 $ | -92,9 % |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.956.522 $ | +520.420 $ | +36,2 % | 1.436.102 $ | +124.959 $ | +9,5 % | 1.311.143 $ | +1.047.056 $ | +396,5 % | 264.087 $ | +214.956 $ | +437,5 % |
| LAKE STREET PRIVATE WEALTH, LLC | 1.772.352 $ | +236.232 $ | +15,4 % | 1.536.120 $ | -417.129 $ | -21,4 % | 1.953.249 $ | +1.636.046 $ | +515,8 % | 317.203 $ | +66.724 $ | +26,6 % |
| Valtinson Bruner Financial Planning LLC | 1.947.418 $ | +769.720 $ | +65,4 % | 1.177.698 $ | -81.895 $ | -6,5 % | 1.259.593 $ | -137.825 $ | -9,9 % | 1.397.418 $ | -154.391 $ | -9,9 % |
| Rossmore Private Capital | 1.946.887 $ | +220.181 $ | +12,8 % | 1.726.706 $ | -636 $ | -0,0 % | 1.727.342 $ | +48.558 $ | +2,9 % | 1.678.784 $ | +169.937 $ | +11,3 % |
| Wellington Grp LLC | 1.943.205 $ | +0 $ | +0,0 % | 1.943.205 $ | -3.271 $ | -0,2 % | 1.946.476 $ | |||||
| LIBERTY WEALTH MANAGEMENT LLC | 250.184 $ | +0 $ | +0,0 % | 250.184 $ | -1.694.762 $ | -87,1 % | 1.944.946 $ | +1.591.951 $ | +451,0 % | 352.995 $ | +26.515 $ | +8,1 % |
| Unconventional Investor, LLC | 1.944.099 $ | |||||||||||
| Insight Inv LLC | 1.939.754 $ | +191.809 $ | +11,0 % | 1.747.945 $ | +862.879 $ | +97,5 % | 885.066 $ | +203.276 $ | +29,8 % | 681.790 $ | ||
| TFB Advisors LLC | 1.886.017 $ | +1.111.432 $ | +143,5 % | 774.585 $ | -1.164.207 $ | -60,0 % | 1.938.792 $ | +360.340 $ | +22,8 % | 1.578.452 $ | +23.494 $ | +1,5 % |
| Barnes Dennig Private Wealth Management LLC | 1.936.960 $ | +547.977 $ | +39,5 % | 1.388.983 $ | -98.139 $ | -6,6 % | 1.487.122 $ | +181.584 $ | +13,9 % | 1.305.538 $ | +1.072.315 $ | +459,8 % |
| Wealth Management Nebraska | 1.933.189 $ | +966.915 $ | +100,1 % | 966.274 $ | +110.011 $ | +12,8 % | 856.263 $ | +38.031 $ | +4,6 % | 818.232 $ | +477.106 $ | +139,9 % |
| DV Trading LLC | 1.931.214 $ | +1.726 $ | +0,1 % | 1.929.488 $ | ||||||||
| Robinhood Asset Management, LLC | 1.455.468 $ | +736.627 $ | +102,5 % | 718.841 $ | -1.205.663 $ | -62,6 % | 1.924.504 $ | |||||
| Lantz Financial LLC | 1.922.975 $ | +194.560 $ | +11,3 % | 1.728.415 $ | -13.699 $ | -0,8 % | 1.742.114 $ | +23.430 $ | +1,4 % | 1.718.684 $ | +110.649 $ | +6,9 % |
| Verity Asset Management, Inc. | 1.922.841 $ | |||||||||||
| LGT Financial Advisors LLC | 416.429 $ | +17.259 $ | +4,3 % | 399.170 $ | +3.900 $ | +1,0 % | 395.270 $ | -1.524.847 $ | -79,4 % | 1.920.117 $ | +1.328.875 $ | +224,8 % |
| Guardian Wealth Advisors, LLC | 1.916.765 $ | +253.184 $ | +15,2 % | 1.663.581 $ | -28.709 $ | -1,7 % | 1.692.290 $ | -8.192 $ | -0,5 % | 1.700.482 $ | +284.032 $ | +20,1 % |
| InTrack Investment Management Inc | 1.915.410 $ | +1.508.035 $ | +370,2 % | 407.375 $ | ||||||||
| Parkshore Wealth Management, Inc. | 1.390.705 $ | +3.009 $ | +0,2 % | 1.387.696 $ | -522.475 $ | -27,4 % | 1.910.171 $ | +37.419 $ | +2,0 % | 1.872.752 $ | +309.430 $ | +19,8 % |
| Keebeck Wealth Management | 1.905.429 $ | +226.888 $ | +13,5 % | 1.678.541 $ | +53.497 $ | +3,3 % | 1.625.044 $ | -186.743 $ | -10,3 % | 1.811.787 $ | -100.294 $ | -5,2 % |
| Prospera Capital Management, LLC | 1.902.779 $ | +1.155.180 $ | +154,5 % | 747.599 $ | +21.445 $ | +3,0 % | 726.154 $ | +22.957 $ | +3,3 % | 703.197 $ | -401.607 $ | -36,4 % |
| One Wealth Management Investment & Advisory Services, LLC | 1.689.161 $ | -78.370 $ | -4,4 % | 1.767.531 $ | -130.922 $ | -6,9 % | 1.898.453 $ | +151.908 $ | +8,7 % | 1.746.545 $ | +221.213 $ | +14,5 % |
| American Capital Advisory, LLC | 1.891.674 $ | +313.591 $ | +19,9 % | 1.578.083 $ | +198.112 $ | +14,4 % | 1.379.971 $ | -161.506 $ | -10,5 % | 1.541.477 $ | -314.798 $ | -17,0 % |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 1.891.285 $ | +590.749 $ | +45,4 % | 1.300.536 $ | +1.031.986 $ | +384,3 % | 268.550 $ | -5.084 $ | -1,9 % | 273.634 $ | +26.486 $ | +10,7 % |
| American Trust Investment Advisors, LLC | 1.717.863 $ | -116.364 $ | -6,3 % | 1.834.227 $ | -21.927 $ | -1,2 % | 1.856.154 $ | -32.233 $ | -1,7 % | 1.888.387 $ | -344.462 $ | -15,4 % |
| Solstein Capital, LLC | 1.882.461 $ | +297.306 $ | +18,8 % | 1.585.155 $ | +128.627 $ | +8,8 % | 1.456.528 $ | +1.423.931 $ | +4.368,3 % | 32.597 $ | +2.228 $ | +7,3 % |
| Jupiter Wealth Management LLC | 1.879.750 $ | -1.400 $ | -0,1 % | 1.881.150 $ | +470.850 $ | +33,4 % | 1.410.300 $ | +1.000.800 $ | +244,4 % | 409.500 $ | ||
| Maple Capital Management, Inc. | 312.339 $ | -160.803 $ | -34,0 % | 473.142 $ | -44.266 $ | -8,6 % | 517.408 $ | -1.361.416 $ | -72,5 % | 1.878.824 $ | -76.141 $ | -3,9 % |
| Prairie Wealth Advisors, Inc. | 1.877.661 $ | |||||||||||
| Main Street Research LLC | 1.873.627 $ | +105.180 $ | +5,9 % | 1.768.447 $ | +117.697 $ | +7,1 % | 1.650.750 $ | +29.481 $ | +1,8 % | 1.621.269 $ | +341.081 $ | +26,6 % |
| Westwood Wealth Management | 1.866.665 $ | |||||||||||
| IAG Wealth Partners, LLC | 1.863.091 $ | +176.443 $ | +10,5 % | 1.686.648 $ | -2.515 $ | -0,1 % | 1.689.163 $ | -43.028 $ | -2,5 % | 1.732.191 $ | +86.130 $ | +5,2 % |
| Mason & Associates Inc | 1.855.943 $ | +726.716 $ | +64,4 % | 1.129.227 $ | -110.316 $ | -8,9 % | 1.239.543 $ | +6.232 $ | +0,5 % | 1.233.311 $ | +93.038 $ | +8,2 % |
| Intellus Advisors LLC | 1.853.576 $ | +367.920 $ | +24,8 % | 1.485.656 $ | +72.126 $ | +5,1 % | 1.413.530 $ | +61.863 $ | +4,6 % | 1.351.667 $ | +131.386 $ | +10,8 % |
| Manuka Financial, LLC | 1.851.904 $ | +178.921 $ | +10,7 % | 1.672.983 $ | -54.571 $ | -3,2 % | 1.727.554 $ | +124.985 $ | +7,8 % | 1.602.569 $ | +294.386 $ | +22,5 % |
| Engineers Gate Manager LP | 1.376.005 $ | -472.106 $ | -25,5 % | 1.848.111 $ | +1.317.508 $ | +248,3 % | 530.603 $ | -648.339 $ | -55,0 % | |||
| Probity Advisors, Inc. | 1.814.668 $ | -32.360 $ | -1,8 % | 1.847.028 $ | +195.660 $ | +11,8 % | 1.651.368 $ | +79.652 $ | +5,1 % | 1.571.716 $ | +740.358 $ | +89,1 % |
| Annis Gardner Whiting Capital Advisors, LLC | 1.845.293 $ | +192.266 $ | +11,6 % | 1.653.027 $ | +49.720 $ | +3,1 % | 1.603.307 $ | -60.347 $ | -3,6 % | 1.663.654 $ | +27.109 $ | +1,7 % |
| Barnett & Company, Inc. | 1.844.809 $ | +295.238 $ | +19,1 % | 1.549.571 $ | +80.706 $ | +5,5 % | 1.468.865 $ | +210.853 $ | +16,8 % | 1.258.012 $ | +438.181 $ | +53,4 % |
| Seascape Capital Management | 1.843.000 $ | +195.000 $ | +11,8 % | 1.648.000 $ | -94.000 $ | -5,4 % | 1.742.000 $ | -6.000 $ | -0,3 % | 1.748.000 $ | -29.000 $ | -1,6 % |
| Ariadne Wealth Management, LP | 1.840.790 $ | +223.292 $ | +13,8 % | 1.617.498 $ | -76.112 $ | -4,5 % | 1.693.610 $ | +64.315 $ | +3,9 % | 1.629.295 $ | +50.678 $ | +3,2 % |
| Busey Bank | 1.507.937 $ | +10.270 $ | +0,7 % | 1.497.667 $ | +200.823 $ | +15,5 % | 1.296.844 $ | -535.999 $ | -29,2 % | 1.832.843 $ | +118.108 $ | +6,9 % |
| Janney Capital Management LLC | 1.825.000 $ | -7.000 $ | -0,4 % | 1.832.000 $ | +33.000 $ | +1,8 % | ||||||
| Aaron Wealth Advisors LLC | 1.831.217 $ | +133.355 $ | +7,9 % | 1.697.862 $ | +80.071 $ | +4,9 % | 1.617.791 $ | +20.685 $ | +1,3 % | 1.597.106 $ | +73.034 $ | +4,8 % |
| BARRETT & COMPANY, INC. | 1.828.926 $ | +244.094 $ | +15,4 % | 1.584.832 $ | -45.418 $ | -2,8 % | 1.630.250 $ | +31.279 $ | +2,0 % | 1.598.971 $ | +74.611 $ | +4,9 % |
| Impact Capital Partners LLC | 1.818.966 $ | +219.334 $ | +13,7 % | 1.599.632 $ | +33.168 $ | +2,1 % | 1.566.464 $ | +5.514 $ | +0,4 % | 1.560.950 $ | ||
| Aerodigm Wealth, LLC | 1.736.221 $ | +343.639 $ | +24,7 % | 1.392.582 $ | -425.433 $ | -23,4 % | 1.818.015 $ | +951.380 $ | +109,8 % | 866.635 $ | +21.827 $ | +2,6 % |
| Vernal Point Advisors, LLC | 1.815.894 $ | +226.053 $ | +14,2 % | 1.589.841 $ | -53.823 $ | -3,3 % | 1.643.664 $ | +37.980 $ | +2,4 % | 1.605.684 $ | +109.523 $ | +7,3 % |
| Tolleson Wealth Management, Inc. | 1.814.865 $ | +108.642 $ | +6,4 % | 1.706.223 $ | -76.840 $ | -4,3 % | 1.783.063 $ | +18.406 $ | +1,0 % | 1.764.657 $ | +74.157 $ | +4,4 % |
| Smallwood Wealth Investment Management, LLC | 1.803.223 $ | +174.762 $ | +10,7 % | 1.628.461 $ | +42.668 $ | +2,7 % | 1.585.793 $ | -43.630 $ | -2,7 % | 1.629.423 $ | +83.759 $ | +5,4 % |
| Wisconsin Wealth Advisors, LLC | 1.645.596 $ | +245.442 $ | +17,5 % | 1.400.154 $ | -154.309 $ | -9,9 % | 1.554.463 $ | -247.955 $ | -13,8 % | 1.802.418 $ | +94.593 $ | +5,5 % |
| Heritage Financial Services, LLC | 1.746.541 $ | -53.467 $ | -3,0 % | 1.800.008 $ | -73.977 $ | -3,9 % | ||||||
| Portland Financial Advisors Inc | 1.799.926 $ | +433.865 $ | +31,8 % | 1.366.061 $ | +505.174 $ | +58,7 % | 860.887 $ | -14.116 $ | -1,6 % | 875.003 $ | +7.035 $ | +0,8 % |
| Diametric Capital, LP | 1.793.118 $ | +312.908 $ | +21,1 % | |||||||||
| GAMMA Investing LLC | 1.792.674 $ | +327.607 $ | +22,4 % | 1.465.067 $ | +161.369 $ | +12,4 % | 1.303.698 $ | +144.603 $ | +12,5 % | 1.159.095 $ | +64.700 $ | +5,9 % |
| Citrine Capital LLC | 1.075.741 $ | -715.437 $ | -39,9 % | 1.791.178 $ | +211.732 $ | +13,4 % | 1.579.446 $ | +39.073 $ | +2,5 % | 1.540.373 $ | +70.436 $ | +4,8 % |
| Savior LLC | 1.785.946 $ | |||||||||||
| Reality Financial Planning Services, LLC | 1.781.460 $ | +157.603 $ | +9,7 % | 1.623.857 $ | +196.677 $ | +13,8 % | 1.427.180 $ | |||||
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 249.000 $ | -251.000 $ | -50,2 % | 500.000 $ | -538.162 $ | -51,8 % | 1.038.162 $ | -743.038 $ | -41,7 % | 1.781.200 $ | -3.810.990 $ | -68,1 % |
| Flaharty Asset Management, LLC | 938.318 $ | -464.403 $ | -33,1 % | 1.402.721 $ | -373.747 $ | -21,0 % | 1.776.468 $ | +382.382 $ | +27,4 % | 1.394.086 $ | ||
| Fairman Group, LLC | 1.775.491 $ | +136.735 $ | +8,3 % | 1.638.756 $ | -43.060 $ | -2,6 % | 1.681.816 $ | +18.469 $ | +1,1 % | 1.663.347 $ | +56.422 $ | +3,5 % |
| Collaborative Wealth Managment Inc. | 329.743 $ | +12.500 $ | +3,9 % | 317.243 $ | -1.455.391 $ | -82,1 % | 1.772.634 $ | +94.050 $ | +5,6 % | 1.678.584 $ | +232.176 $ | +16,1 % |
| RPS ADVISORY SOLUTIONS LLC | 303.018 $ | -740.940 $ | -71,0 % | 1.043.958 $ | -727.887 $ | -41,1 % | 1.771.845 $ | +345.340 $ | +24,2 % | |||
| Hillcrest Wealth Advisors - NY, LLC | 1.771.721 $ | +389.454 $ | +28,2 % | 1.382.267 $ | -307.469 $ | -18,2 % | 1.689.736 $ | +981.702 $ | +138,7 % | 708.034 $ | -55.429 $ | -7,3 % |
| Buska Wealth Management, LLC | 1.770.298 $ | +163.624 $ | +10,2 % | 1.606.674 $ | +716.820 $ | +80,6 % | 889.854 $ | -100.826 $ | -10,2 % | 990.680 $ | +26.392 $ | +2,7 % |
| Dunhill Financial, LLC | 1.769.751 $ | +278.079 $ | +18,6 % | 1.491.672 $ | +396.450 $ | +36,2 % | 1.095.222 $ | +298.455 $ | +37,5 % | 796.767 $ | +7.781 $ | +1,0 % |
| New Republic Capital, LLC | 1.765.026 $ | +206.188 $ | +13,2 % | 1.558.838 $ | -148.671 $ | -8,7 % | 1.707.509 $ | +1.250.876 $ | +273,9 % | 456.633 $ | +27.843 $ | +6,5 % |
| MPWM ADVISORY SOLUTIONS, LLC | 1.589.609 $ | -158.766 $ | -9,1 % | 1.748.375 $ | +368.677 $ | +26,7 % | 1.379.698 $ | +163.704 $ | +13,5 % | 1.215.994 $ | +1.098.867 $ | +938,2 % |
| Swisher Financial Concepts, Inc. | 1.511.170 $ | -227.039 $ | -13,1 % | 1.738.209 $ | +656.986 $ | +60,8 % | 1.081.223 $ | +22.435 $ | +2,1 % | 1.058.788 $ | -907.311 $ | -46,1 % |
| Walleye Trading LLC | 1.737.708 $ | +338.700 $ | +24,2 % | 1.399.008 $ | ||||||||
| IFG Advisors, LLC | 1.735.992 $ | +58.879 $ | +3,5 % | 1.677.113 $ | +484.441 $ | +40,6 % | 1.192.672 $ | -44.348 $ | -3,6 % | 1.237.020 $ | -33.242 $ | -2,6 % |
| HERITAGE OAK WEALTH ADVISORS LLC | 1.725.470 $ | +133.342 $ | +8,4 % | 1.592.128 $ | -6.542 $ | -0,4 % | 1.598.670 $ | -25.067 $ | -1,5 % | 1.623.737 $ | +270.631 $ | +20,0 % |
| AF Advisors, Inc. | 1.724.313 $ | +1.203.501 $ | +231,1 % | 520.812 $ | -185.682 $ | -26,3 % | 706.494 $ | +14.204 $ | +2,1 % | 692.290 $ | +49.362 $ | +7,7 % |
| Kondo Wealth Advisors, Inc. | 1.723.922 $ | +188.957 $ | +12,3 % | 1.534.965 $ | -51.298 $ | -3,2 % | 1.586.263 $ | +22.244 $ | +1,4 % | 1.564.019 $ | +90.271 $ | +6,1 % |
| KEB ASSET MANAGEMENT, LLC | 1.721.904 $ | +220.017 $ | +14,6 % | 1.501.887 $ | +50.627 $ | +3,5 % | 1.451.260 $ | +32.377 $ | +2,3 % | 1.418.883 $ | +77.027 $ | +5,7 % |
| SUTTON PLACE INVESTORS LLC | 1.666.424 $ | +8.214 $ | +0,5 % | 1.658.210 $ | +67.227 $ | +4,2 % | 1.590.983 $ | -123.242 $ | -7,2 % | 1.714.225 $ | +2.878 $ | +0,2 % |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 1.713.928 $ | +224.370 $ | +15,1 % | 1.489.558 $ | -162.580 $ | -9,8 % | 1.652.138 $ | +35.960 $ | +2,2 % | 1.616.178 $ | +136.750 $ | +9,2 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.713.583 $ | +234.812 $ | +15,9 % | 1.478.771 $ | +1.208.148 $ | +446,4 % | 270.623 $ | +2.815 $ | +1,1 % | 267.808 $ | +11.254 $ | +4,4 % |
| Seneschal Advisors, LLC | 1.712.201 $ | +20.440 $ | +1,2 % | 1.691.761 $ | +118.129 $ | +7,5 % | 1.573.632 $ | +6.723 $ | +0,4 % | 1.566.909 $ | +57.412 $ | +3,8 % |
| GREAT LAKES ADVISORS, LLC | 1.704.346 $ | +51.525 $ | +3,1 % | 1.652.821 $ | +131.160 $ | +8,6 % | 1.521.661 $ | +91.219 $ | +6,4 % | 1.430.442 $ | -100.512 $ | -6,6 % |
| CORRADO ADVISORS, LLC | 1.703.355 $ | +22.834 $ | +1,4 % | 1.680.521 $ | -32.973 $ | -1,9 % | ||||||
| Tenon Financial LLC | 1.702.199 $ | +994.497 $ | +140,5 % | 707.702 $ | +90.475 $ | +14,7 % | 617.227 $ | +203.334 $ | +49,1 % | 413.893 $ | +12.888 $ | +3,2 % |
| Summit Wealth Partners, LLC | 1.701.733 $ | +251.735 $ | +17,4 % | 1.449.998 $ | +234.223 $ | +19,3 % | 1.215.775 $ | +25.843 $ | +2,2 % | 1.189.932 $ | +133.392 $ | +12,6 % |
| CURA WEALTH ADVISORS, LLC | 1.697.784 $ | +193.453 $ | +12,9 % | 1.504.331 $ | +5.195 $ | +0,3 % | 1.499.136 $ | -191.989 $ | -11,4 % | 1.691.125 $ | +305.899 $ | +22,1 % |
| Welch Group, LLC | 1.697.544 $ | +256.206 $ | +17,8 % | 1.441.338 $ | +185.738 $ | +14,8 % | 1.255.600 $ | +32.905 $ | +2,7 % | 1.222.695 $ | -388.826 $ | -24,1 % |
| North Ridge Wealth Advisors, Inc. | 1.694.055 $ | +26.744 $ | +1,6 % | 1.667.311 $ | +10.500 $ | +0,6 % | 1.656.811 $ | -45.084 $ | -2,6 % | |||
| Algorithmic Investment Models, LLC | 1.692.622 $ | +144.462 $ | +9,3 % | |||||||||
| Luken Investment Analytics, LLC | 1.555.028 $ | -136.178 $ | -8,1 % | 1.691.206 $ | +184.137 $ | +12,2 % | 1.507.069 $ | -76.965 $ | -4,9 % | 1.584.034 $ | +1.545.758 $ | +4.038,5 % |
| TORONTO DOMINION BANK | 1.690.481 $ | |||||||||||
| Hyposwiss Advisors SA | 1.689.004 $ | +32.904 $ | +2,0 % | 1.656.100 $ | +29.985 $ | +1,8 % | 1.626.115 $ | |||||
| Elevation Wealth Management LLC | 1.665.171 $ | -22.506 $ | -1,3 % | 1.687.677 $ | +155.324 $ | +10,1 % | 1.532.353 $ | |||||
| William Howard & Co Financial Advisors Inc | 1.680.944 $ | +227.409 $ | +15,6 % | 1.453.535 $ | -17.189 $ | -1,2 % | 1.470.724 $ | +39.189 $ | +2,7 % | 1.431.535 $ | +109.526 $ | +8,3 % |
| Synergy Financial Group, LTD | 1.680.627 $ | +357.452 $ | +27,0 % | 1.323.175 $ | +341.503 $ | +34,8 % | 981.672 $ | -38.836 $ | -3,8 % | 1.020.508 $ | +66.366 $ | +7,0 % |
| Everest Private Wealth | 615.363 $ | +342.915 $ | +125,9 % | 272.448 $ | +18.826 $ | +7,4 % | 253.622 $ | -1.426.511 $ | -84,9 % | 1.680.133 $ | -18.022 $ | -1,1 % |
| Paragon Private Wealth Management, LLC | 1.648.909 $ | -29.568 $ | -1,8 % | 1.678.477 $ | +144.344 $ | +9,4 % | 1.534.133 $ | -85.702 $ | -5,3 % | 1.619.835 $ | +297.928 $ | +22,5 % |
| JOURNEY STRATEGIC WEALTH LLC | 1.442.043 $ | +44.798 $ | +3,2 % | 1.397.245 $ | -277.377 $ | -16,6 % | 1.674.622 $ | -1.712.629 $ | -50,6 % | |||
| INTREPID CAPITAL MANAGEMENT INC | 961.536 $ | +126.159 $ | +15,1 % | 835.377 $ | -41.251 $ | -4,7 % | 876.628 $ | -797.633 $ | -47,6 % | 1.674.261 $ | +121.075 $ | +7,8 % |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 1.673.929 $ | +232.984 $ | +16,2 % | 1.440.945 $ | ||||||||
| COUNTRY TRUST BANK | 1.673.244 $ | +752.159 $ | +81,7 % | 921.085 $ | -24.507 $ | -2,6 % | 945.592 $ | -37.816 $ | -3,8 % | 983.408 $ | +71.860 $ | +7,9 % |
| WEST BANCORPORATION INC | 1.648.476 $ | -24.198 $ | -1,4 % | 1.672.674 $ | +147.813 $ | +9,7 % | 1.524.861 $ | +105.507 $ | +7,4 % | 1.419.354 $ | +173 $ | +0,0 % |
| Sherrill & Hutchins Financial Advisory, Inc | 1.670.476 $ | +219.402 $ | +15,1 % | 1.451.074 $ | -63.701 $ | -4,2 % | 1.514.775 $ | +36.202 $ | +2,4 % | 1.478.573 $ | +384.656 $ | +35,2 % |
| Banque Transatlantique SA | 1.670.304 $ | +1.562.376 $ | +1.447,6 % | 107.928 $ | ||||||||
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.670.030 $ | +485.353 $ | +41,0 % | 1.184.677 $ | -230.419 $ | -16,3 % | 1.415.096 $ | +288.047 $ | +25,6 % | 1.127.049 $ | +11.291 $ | +1,0 % |
| LUTS & GREENLEIGH GROUP, INC. | 1.670.027 $ | +111.041 $ | +7,1 % | 1.558.986 $ | +25.267 $ | +1,6 % | 1.533.719 $ | +431 $ | +0,0 % | 1.533.288 $ | +40.765 $ | +2,7 % |
| Crumly & Associates Inc. | 236.170 $ | +25.151 $ | +11,9 % | 211.019 $ | -1.157.285 $ | -84,6 % | 1.368.304 $ | -288.807 $ | -17,4 % | 1.657.111 $ | ||
| FIRST CITIZENS BANK & TRUST CO | 1.654.239 $ | +381.627 $ | +30,0 % | 1.272.612 $ | +894.380 $ | +236,5 % | 378.232 $ | +1.793 $ | +0,5 % | 376.439 $ | +11.031 $ | +3,0 % |
| Horizons Wealth Management | 1.647.797 $ | -4.633 $ | -0,3 % | 1.652.430 $ | +234.943 $ | +16,6 % | 1.417.487 $ | +66.680 $ | +4,9 % | |||
| Blue Fin Capital, Inc. | 1.502.529 $ | -15.592 $ | -1,0 % | 1.518.121 $ | -95.697 $ | -5,9 % | 1.613.818 $ | -37.220 $ | -2,3 % | 1.651.038 $ | +15.447 $ | +0,9 % |
| ONE Advisory Partners, LLC | 1.548.346 $ | +148.321 $ | +10,6 % | 1.400.025 $ | -247.639 $ | -15,0 % | 1.647.664 $ | +600.297 $ | +57,3 % | 1.047.367 $ | +124.705 $ | +13,5 % |
| Vantus Wealth LLC | 1.646.319 $ | +294.041 $ | +21,7 % | 1.352.278 $ | ||||||||
| Chandler Asset Management, Inc. | 1.641.384 $ | +30.533 $ | +1,9 % | 1.610.851 $ | +92.870 $ | +6,1 % | ||||||
| Trellis Wealth Advisors LLC | 1.633.640 $ | +252.131 $ | +18,3 % | 1.381.509 $ | -32.893 $ | -2,3 % | 1.414.402 $ | +29.554 $ | +2,1 % | 1.384.848 $ | +110.126 $ | +8,6 % |
| FIDUCIARY FAMILY OFFICE, LLC | 1.452.049 $ | -91.703 $ | -5,9 % | 1.543.752 $ | -83.984 $ | -5,2 % | 1.627.736 $ | +33.455 $ | +2,1 % | 1.594.281 $ | +118.862 $ | +8,1 % |
| PATTON ALBERTSON MILLER GROUP, LLC | 1.471.352 $ | +103.205 $ | +7,5 % | 1.368.147 $ | -257.193 $ | -15,8 % | 1.625.340 $ | +4.141 $ | +0,3 % | 1.621.199 $ | -7.348 $ | -0,5 % |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1.623.668 $ | +195.608 $ | +13,7 % | 1.428.060 $ | -26.014 $ | -1,8 % | 1.454.074 $ | +29.570 $ | +2,1 % | 1.424.504 $ | -256.755 $ | -15,3 % |
| Caerus Investment Advisors, LLC | 1.622.924 $ | +83.464 $ | +5,4 % | 1.539.460 $ | +255.013 $ | +19,9 % | 1.284.447 $ | |||||
| Semus Wealth Partners LLC | 1.622.313 $ | +47.906 $ | +3,0 % | 1.574.407 $ | +176.295 $ | +12,6 % | 1.398.112 $ | +17.841 $ | +1,3 % | 1.380.271 $ | +27.896 $ | +2,1 % |
| TIAA Wealth Investment Management LLC | 1.607.929 $ | +890.646 $ | +124,2 % | 717.283 $ | ||||||||
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1.509.237 $ | +51.753 $ | +3,6 % | 1.457.484 $ | +105.048 $ | +7,8 % | 1.352.436 $ | -253.159 $ | -15,8 % | 1.605.595 $ | -2.191.511 $ | -57,7 % |
| Rice Partnership, LLC | 577.909 $ | +47.680 $ | +9,0 % | 530.229 $ | -100.617 $ | -15,9 % | 630.846 $ | -974.426 $ | -60,7 % | 1.605.272 $ | +952.273 $ | +145,8 % |
| Gaddis Premier Wealth Advisors LLC | 1.603.886 $ | |||||||||||
| M3 Wealth Management, LLC | 1.595.289 $ | +1.203.528 $ | +307,2 % | 391.761 $ | ||||||||
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1.594.972 $ | +238.303 $ | +17,6 % | 1.356.669 $ | -31.523 $ | -2,3 % | 1.388.192 $ | +60.336 $ | +4,5 % | 1.327.856 $ | +164.229 $ | +14,1 % |
| MARINO, STRAM & ASSOCIATES LLC | 1.594.820 $ | +89.164 $ | +5,9 % | 1.505.656 $ | +26.324 $ | +1,8 % | 1.479.332 $ | -38.688 $ | -2,5 % | 1.518.020 $ | +60.695 $ | +4,2 % |
| Confluence Wealth Services, Inc. | 1.592.899 $ | |||||||||||
| Provident Living Financial Services, Inc. | 1.591.591 $ | +216.490 $ | +15,7 % | 1.375.101 $ | -61.564 $ | -4,3 % | 1.436.665 $ | |||||
| Wall Street Financial Group, Inc. | 1.591.342 $ | |||||||||||
| Disciplined Investments, LLC | 415.112 $ | +55.329 $ | +15,4 % | 359.783 $ | -263.022 $ | -42,2 % | 622.805 $ | -967.898 $ | -60,8 % | 1.590.703 $ | +116.317 $ | +7,9 % |
| Serenus Wealth Advisors, LLC | 1.590.088 $ | +175.275 $ | +12,4 % | 1.414.813 $ | -10.713 $ | -0,8 % | 1.425.526 $ | -68.735 $ | -4,6 % | 1.494.261 $ | +381.656 $ | +34,3 % |
| PUREfi Wealth, LLC | 1.579.500 $ | +273.040 $ | +20,9 % | 1.306.460 $ | +281.476 $ | +27,5 % | 1.024.984 $ | +17.508 $ | +1,7 % | 1.007.476 $ | +14.617 $ | +1,5 % |
| Gryphon Financial Partners LLC | 1.578.823 $ | +240.741 $ | +18,0 % | 1.338.082 $ | +111.700 $ | +9,1 % | 1.226.382 $ | +179.615 $ | +17,2 % | 1.046.767 $ | +93.437 $ | +9,8 % |
| MOTCO | 796.784 $ | -778.353 $ | -49,4 % | 1.575.137 $ | +305.166 $ | +24,0 % | 1.269.971 $ | -116.552 $ | -8,4 % | 1.386.523 $ | +55.723 $ | +4,2 % |
| Stonebridge Capital Advisors LLC | 1.572.020 $ | +594.693 $ | +60,8 % | 977.327 $ | -101.282 $ | -9,4 % | 1.078.609 $ | -13.457 $ | -1,2 % | 1.092.066 $ | -144.217 $ | -11,7 % |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 1.557.676 $ | +164.509 $ | +11,8 % | 1.393.167 $ | +199.433 $ | +16,7 % | 1.193.734 $ | +40.202 $ | +3,5 % | 1.153.532 $ | +143.227 $ | +14,2 % |
| Horizon Investment Services, LLC | 1.555.352 $ | +195.366 $ | +14,4 % | 1.359.986 $ | +13.335 $ | +1,0 % | 1.346.651 $ | +24.057 $ | +1,8 % | 1.322.594 $ | +70.481 $ | +5,6 % |
| JIM SAULNIER & ASSOCIATES, LLC | 843.853 $ | +372.685 $ | +79,1 % | 471.168 $ | -1.081.590 $ | -69,7 % | 1.552.758 $ | +31.340 $ | +2,1 % | 1.521.418 $ | +1.105.763 $ | +266,0 % |
| WEATHERLY ASSET MANAGEMENT L. P. | 1.474.632 $ | -29.696 $ | -2,0 % | 1.504.328 $ | -34.809 $ | -2,3 % | 1.539.137 $ | +841.318 $ | +120,6 % | 697.819 $ | -80.617 $ | -10,4 % |
| Regatta Research & Money Management | 1.537.773 $ | |||||||||||
| Drake & Associates, LLC | 1.536.301 $ | +454.383 $ | +42,0 % | 1.081.918 $ | -116.996 $ | -9,8 % | 1.198.914 $ | +224.626 $ | +23,1 % | 974.288 $ | ||
| CORE WEALTH ADVISORS, LLC | 1.535.324 $ | +37.562 $ | +2,5 % | 1.497.762 $ | -7.772 $ | -0,5 % | 1.505.534 $ | |||||
| Stark Wealth Management LLC | 1.530.237 $ | +76.769 $ | +5,3 % | 1.453.468 $ | -3.589.018 $ | -71,2 % | ||||||
| GRIES FINANCIAL LLC | 1.526.684 $ | +113.853 $ | +8,1 % | |||||||||
| OneAscent Family Office, LLC | 357.527 $ | -888.245 $ | -71,3 % | 1.245.772 $ | -280.265 $ | -18,4 % | 1.526.037 $ | +55.018 $ | +3,7 % | 1.471.019 $ | +223.019 $ | +17,9 % |
| Private Wealth Management Group, LLC | 1.522.332 $ | +103.198 $ | +7,3 % | 1.419.134 $ | +14.443 $ | +1,0 % | 1.404.691 $ | -113.587 $ | -7,5 % | 1.518.278 $ | +122.564 $ | +8,8 % |
| Paladin Advisory Group, LLC | 1.518.720 $ | +95.369 $ | +6,7 % | 1.423.351 $ | -10.509 $ | -0,7 % | 1.433.860 $ | +284.786 $ | +24,8 % | 1.149.074 $ | -3.156.495 $ | -73,3 % |
| Millington Financial Advisors, LLC | 1.517.367 $ | +46.873 $ | +3,2 % | 1.470.494 $ | +80.339 $ | +5,8 % | 1.390.155 $ | -27.303 $ | -1,9 % | 1.417.458 $ | +25.700 $ | +1,8 % |
| TRILLIUM ASSET MANAGEMENT, LLC | 1.514.999 $ | +139.999 $ | +10,2 % | 1.375.000 $ | -7.000 $ | -0,5 % | 1.382.000 $ | -69.000 $ | -4,8 % | 1.451.000 $ | +27.000 $ | +1,9 % |
| Cushing Capital Partners, LLC | 1.514.905 $ | +23.387 $ | +1,6 % | 1.491.518 $ | +51.918 $ | +3,6 % | 1.439.600 $ | -52.437 $ | -3,5 % | 1.492.037 $ | +175.581 $ | +13,3 % |
| Solidarity Wealth, LLC | 1.514.732 $ | |||||||||||
| Aspetuck Financial Management LLC | 1.514.165 $ | +449.639 $ | +42,2 % | 1.064.526 $ | +743.997 $ | +232,1 % | 320.529 $ | |||||
| Paragon Capital Management Ltd | 668.523 $ | -844.954 $ | -55,8 % | 1.513.477 $ | +42.096 $ | +2,9 % | 1.471.381 $ | +29.475 $ | +2,0 % | 1.441.906 $ | +20.002 $ | +1,4 % |
| CrossGen Wealth, LLC | 1.510.668 $ | +1.339.602 $ | +783,1 % | 171.066 $ | ||||||||
| Finer Wealth Management, Inc. | 1.164.027 $ | +103.022 $ | +9,7 % | 1.061.005 $ | -163.427 $ | -13,3 % | 1.224.432 $ | -285.715 $ | -18,9 % | 1.510.147 $ | -66.197 $ | -4,2 % |
| Financially in Tune, LLC | 1.509.200 $ | +68.433 $ | +4,7 % | 1.440.767 $ | ||||||||
| Windward Private Wealth Management Inc. | 1.389.338 $ | +93.414 $ | +7,2 % | 1.295.924 $ | -4.284 $ | -0,3 % | 1.300.208 $ | -205.446 $ | -13,6 % | 1.505.654 $ | +88.170 $ | +6,2 % |
| SAPIENT CAPITAL LLC | 1.503.410 $ | +778.833 $ | +107,5 % | 724.577 $ | -2.747 $ | -0,4 % | 727.324 $ | +138.138 $ | +23,4 % | 589.186 $ | +26.271 $ | +4,7 % |
| Narwhal Capital Management | 1.500.946 $ | +97.927 $ | +7,0 % | 1.403.019 $ | +98.030 $ | +7,5 % | 1.304.989 $ | +23.893 $ | +1,9 % | 1.281.096 $ | +16.334 $ | +1,3 % |
| Keenan, LLC | 1.500.548 $ | +381.745 $ | +34,1 % | 1.118.803 $ | -90.847 $ | -7,5 % | 1.209.650 $ | |||||
| CFC Planning Co LLC | 1.498.853 $ | +394.395 $ | +35,7 % | 1.104.458 $ | +245.046 $ | +28,5 % | 859.412 $ | +416.555 $ | +94,1 % | 442.857 $ | +177.005 $ | +66,6 % |
| Parkway Wealth Management Group, LLC | 1.494.586 $ | +126.926 $ | +9,3 % | 1.367.660 $ | +204.089 $ | +17,5 % | 1.163.571 $ | |||||
| Migdal Insurance & Financial Holdings Ltd. | 506.077 $ | -45.937 $ | -8,3 % | 552.014 $ | -649.986 $ | -54,1 % | 1.202.000 $ | -290.000 $ | -19,4 % | 1.492.000 $ | -10.494.000 $ | -87,6 % |
| KWMG, LLC | 1.490.240 $ | +590.048 $ | +65,5 % | 900.192 $ | +624.305 $ | +226,3 % | 275.887 $ | +50.359 $ | +22,3 % | 225.528 $ | ||
| Annandale Capital, LLC | 1.489.000 $ | +173.000 $ | +13,1 % | 1.316.000 $ | -33.000 $ | -2,4 % | 1.349.000 $ | +1.335.687 $ | +10.033,0 % | 13.313 $ | -1.217.687 $ | -98,9 % |
| Graney & King, LLC | 1.028.832 $ | -4.089 $ | -0,4 % | 1.032.921 $ | -228.749 $ | -18,1 % | 1.261.670 $ | -223.616 $ | -15,1 % | 1.485.286 $ | -332.161 $ | -18,3 % |
| a16z Perennial Management, L.P. | 1.484.000 $ | |||||||||||
| Cooksen Wealth, LLC | 1.481.912 $ | +252.827 $ | +20,6 % | 1.229.085 $ | -13.831 $ | -1,1 % | 1.242.916 $ | +19.389 $ | +1,6 % | 1.223.527 $ | -30.193 $ | -2,4 % |
| Fortis Group Advisors, LLC | 1.427.597 $ | -54.014 $ | -3,6 % | 1.481.611 $ | +461.718 $ | +45,3 % | 1.019.893 $ | +507.938 $ | +99,2 % | 511.955 $ | +212.172 $ | +70,8 % |
| VERUS WEALTH MANAGEMENT, LLC | 1.479.679 $ | +157.583 $ | +11,9 % | 1.322.096 $ | +36.004 $ | +2,8 % | 1.286.092 $ | +39.727 $ | +3,2 % | 1.246.365 $ | -92.630 $ | -6,9 % |
| Capstone Financial Advisors, Inc. | 1.475.740 $ | +248.457 $ | +20,2 % | 1.227.283 $ | -48.969 $ | -3,8 % | 1.276.252 $ | -12.785 $ | -1,0 % | 1.289.037 $ | -212.608 $ | -14,2 % |
| PENNINGTON PARTNERS & CO., LLC | 1.474.054 $ | +171.443 $ | +13,2 % | 1.302.611 $ | +519.123 $ | +66,3 % | 783.488 $ | +28.657 $ | +3,8 % | 754.831 $ | ||
| KM Capital Management Ltd. | 1.473.964 $ | +267.309 $ | +22,2 % | 1.206.655 $ | +60.053 $ | +5,2 % | 1.146.602 $ | -823.446 $ | -41,8 % | |||
| TBH Global Asset Management, LLC | 264.763 $ | -277.952 $ | -51,2 % | 542.715 $ | -930.924 $ | -63,2 % | 1.473.639 $ | +414.478 $ | +39,1 % | 1.059.161 $ | -159.606 $ | -13,1 % |
| Siligmueller & Norvid Wealth Advisors LLC | 1.473.628 $ | -26.877.384 $ | -94,8 % | |||||||||
| FINANCIAL MANAGEMENT NETWORK INC | 1.472.462 $ | +117.341 $ | +8,7 % | 1.355.121 $ | +48.212 $ | +3,7 % | 1.306.909 $ | +226.801 $ | +21,0 % | 1.080.108 $ | +74.870 $ | +7,4 % |
| EJMK Ventures LLC | 943.302 $ | -129.902 $ | -12,1 % | 1.073.204 $ | -397.039 $ | -27,0 % | 1.470.243 $ | |||||
| Colter Lewis Investment Partners LLC | 1.466.953 $ | +447.851 $ | +43,9 % | 1.019.102 $ | +446.221 $ | +77,9 % | 572.881 $ | |||||
| Tidemark, LLC | 1.466.002 $ | +245.992 $ | +20,2 % | 1.220.010 $ | +102.858 $ | +9,2 % | 1.117.152 $ | +121.321 $ | +12,2 % | 995.831 $ | +46.521 $ | +4,9 % |
| WEALTH ALLIANCE, LLC | 1.463.628 $ | +154.191 $ | +11,8 % | 1.309.437 $ | +149.772 $ | +12,9 % | 1.159.665 $ | +36.538 $ | +3,3 % | 1.123.127 $ | -121.092 $ | -9,7 % |
| TOWNSQUARE CAPITAL LLC | 1.458.170 $ | +306.643 $ | +26,6 % | 1.151.527 $ | -87.532 $ | -7,1 % | 1.239.059 $ | -2.514 $ | -0,2 % | 1.241.573 $ | -1.061.625 $ | -46,1 % |
| Integrated Wealth Management | 254.916 $ | -635.971 $ | -71,4 % | 890.887 $ | -565.391 $ | -38,8 % | 1.456.278 $ | |||||
| Key Capital Management, INC | 1.130.063 $ | -321.902 $ | -22,2 % | 1.451.965 $ | +971.602 $ | +202,3 % | 480.363 $ | |||||
| WEBSTER BANK, N. A. | 1.446.221 $ | +73.360 $ | +5,3 % | 1.372.861 $ | +247.757 $ | +22,0 % | 1.125.104 $ | -5.979 $ | -0,5 % | 1.131.083 $ | -185.859 $ | -14,1 % |
| Telos Capital Management, Inc. | 1.355.561 $ | -90.386 $ | -6,3 % | 1.445.947 $ | +293.839 $ | +25,5 % | 1.152.108 $ | +668.294 $ | +138,1 % | 483.814 $ | -192.992 $ | -28,5 % |
| SeaBridge Investment Advisors LLC | 1.445.493 $ | +199.137 $ | +16,0 % | 1.246.356 $ | -26.550 $ | -2,1 % | 1.272.906 $ | +23.563 $ | +1,9 % | 1.249.343 $ | -598.839 $ | -32,4 % |
| TOBIAS FINANCIAL ADVISORS, INC. | 1.445.339 $ | +134.281 $ | +10,2 % | 1.311.058 $ | +29.391 $ | +2,3 % | 1.281.667 $ | +365.989 $ | +40,0 % | 915.678 $ | +63.582 $ | +7,5 % |
| Antonelli Financial Advisors, LLC | 1.252.000 $ | -191.000 $ | -13,2 % | 1.443.000 $ | +493.000 $ | +51,9 % | 950.000 $ | -33.065 $ | -3,4 % | 983.065 $ | -249.899 $ | -20,3 % |
| Bowman & Co S.C. | 1.437.475 $ | -5.151 $ | -0,4 % | 1.442.626 $ | +86.292 $ | +6,4 % | ||||||
| Harel Insurance Investments & Financial Services Ltd. | 1.441.000 $ | +343.000 $ | +31,2 % | 1.098.000 $ | +464.000 $ | +73,2 % | 634.000 $ | -355.000 $ | -35,9 % | 989.000 $ | +0 $ | +0,0 % |
| Avantra Family Wealth, Inc. | 1.439.008 $ | +293.404 $ | +25,6 % | 1.145.604 $ | -152.025 $ | -11,7 % | 1.297.629 $ | +61.942 $ | +5,0 % | 1.235.687 $ | +397.055 $ | +47,3 % |
| New Century Financial Group, LLC | 1.436.761 $ | +806.287 $ | +127,9 % | |||||||||
| Morton Capital Management LLC/CA | 1.428.564 $ | +674.693 $ | +89,5 % | 753.871 $ | +193.813 $ | +34,6 % | 560.058 $ | +12.014 $ | +2,2 % | 548.044 $ | +65.618 $ | +13,6 % |
| Ted Buchan & Co | 1.425.076 $ | +94.329 $ | +7,1 % | 1.330.747 $ | +142.199 $ | +12,0 % | 1.188.548 $ | +106.634 $ | +9,9 % | 1.081.914 $ | -7.668.935 $ | -87,6 % |
| Arta Finance Wealth Management LLC | 1.422.989 $ | +338.654 $ | +31,2 % | 1.084.335 $ | +122.825 $ | +12,8 % | 961.510 $ | |||||
| Evergreen Wealth Management, LLC | 1.422.461 $ | +49.294 $ | +3,6 % | 1.373.167 $ | +105.330 $ | +8,3 % | 1.267.837 $ | +39.032 $ | +3,2 % | 1.228.805 $ | -19.649 $ | -1,6 % |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 1.394.541 $ | -22.684 $ | -1,6 % | 1.417.225 $ | +269.987 $ | +23,5 % | ||||||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1.170.978 $ | -176.184 $ | -13,1 % | 1.347.162 $ | -69.863 $ | -4,9 % | 1.417.025 $ | +67.716 $ | +5,0 % | 1.349.309 $ | +129.154 $ | +10,6 % |
| Sunesis Advisors, LLC | 1.412.014 $ | +72.939 $ | +5,4 % | 1.339.075 $ | +100.068 $ | +8,1 % | 1.239.007 $ | -3.971 $ | -0,3 % | 1.242.978 $ | ||
| CDM FINANCIAL COUNSELING SERVICES, INC. | 1.411.588 $ | +83.719 $ | +6,3 % | 1.327.869 $ | +2.106 $ | +0,2 % | 1.325.763 $ | |||||
| Cornerstone Financial Group, LLC /NE/ | 1.405.768 $ | +16.324 $ | +1,2 % | 1.389.444 $ | -3.400 $ | -0,2 % | 1.392.844 $ | +114.505 $ | +9,0 % | 1.278.339 $ | +120.820 $ | +10,4 % |
| Radnor Capital Management, LLC | 1.403.288 $ | +373.625 $ | +36,3 % | 1.029.663 $ | +25.113 $ | +2,5 % | 1.004.550 $ | +13.380 $ | +1,3 % | 991.170 $ | +249.170 $ | +33,6 % |
| Marks Group Wealth Management, Inc | 1.401.624 $ | +276.826 $ | +24,6 % | 1.124.798 $ | +486.466 $ | +76,2 % | 638.332 $ | +10.779 $ | +1,7 % | 627.553 $ | +31.043 $ | +5,2 % |
| FAIRFIELD, BUSH & CO. | 1.399.560 $ | +531.085 $ | +61,2 % | 868.475 $ | +33.415 $ | +4,0 % | 835.060 $ | -29.056 $ | -3,4 % | 864.116 $ | +549.142 $ | +174,3 % |
| FIRST AMERICAN TRUST, FSB | 1.396.379 $ | +682.678 $ | +95,7 % | 713.701 $ | +20.827 $ | +3,0 % | 692.874 $ | |||||
| RETIREMITTEN FINANCIAL LLC | 944.222 $ | -440.377 $ | -31,8 % | 1.384.599 $ | ||||||||
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 746.329 $ | -295.123 $ | -28,3 % | 1.041.452 $ | -272.321 $ | -20,7 % | 1.313.773 $ | -70.539 $ | -5,1 % | 1.384.312 $ | +898.469 $ | +184,9 % |
| Able Wealth Management LLC | 439.914 $ | +65.201 $ | +17,4 % | 374.713 $ | -16.870 $ | -4,3 % | 391.583 $ | -992.299 $ | -71,7 % | 1.383.882 $ | +1.028.128 $ | +289,0 % |
| Rock Point Advisors, LLC | 1.380.700 $ | +366.990 $ | +36,2 % | 1.013.710 $ | -210.807 $ | -17,2 % | 1.224.517 $ | +219.123 $ | +21,8 % | 1.005.394 $ | +256.170 $ | +34,2 % |
| Basecamp Wealth Advisors LLC | 1.032.493 $ | -348.205 $ | -25,2 % | 1.380.698 $ | +61.127 $ | +4,6 % | 1.319.571 $ | |||||
| Planning Center, Inc. | 1.376.807 $ | +203.362 $ | +17,3 % | 1.173.445 $ | -185.772 $ | -13,7 % | 1.359.217 $ | +20.285 $ | +1,5 % | 1.338.932 $ | +93.926 $ | +7,5 % |
| Redwood Financial Network Corp | 599.101 $ | -143.424 $ | -19,3 % | 742.525 $ | -432.110 $ | -36,8 % | 1.174.635 $ | -197.420 $ | -14,4 % | 1.372.055 $ | +133.143 $ | +10,7 % |
| Calamos Wealth Management LLC | 1.371.559 $ | +279.796 $ | +25,6 % | 1.091.763 $ | +82.539 $ | +8,2 % | 1.009.224 $ | +196.276 $ | +24,1 % | 812.948 $ | +261.933 $ | +47,5 % |
| BANTAMAC CAPITAL, LLC | 1.369.722 $ | +197.502 $ | +16,8 % | 1.172.220 $ | -18.516 $ | -1,6 % | 1.190.736 $ | -25.164 $ | -2,1 % | 1.215.900 $ | +80.250 $ | +7,1 % |
| Hilltop National Bank | 1.368.921 $ | +44.465 $ | +3,4 % | 1.324.456 $ | +85.991 $ | +6,9 % | 1.238.465 $ | +5.870 $ | +0,5 % | 1.232.595 $ | +36.120 $ | +3,0 % |
| Hobbs Wealth Management, LLC | 1.364.069 $ | +108.494 $ | +8,6 % | 1.255.575 $ | +158.774 $ | +14,5 % | 1.096.801 $ | +49.593 $ | +4,7 % | 1.047.208 $ | +57.021 $ | +5,8 % |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1.065.867 $ | -239.957 $ | -18,4 % | 1.305.824 $ | -58.048 $ | -4,3 % | 1.363.872 $ | +34.221 $ | +2,6 % | 1.329.651 $ | +326.288 $ | +32,5 % |
| Napier Financial, LLC | 1.361.825 $ | +292.444 $ | +27,3 % | 1.069.381 $ | +230.475 $ | +27,5 % | 838.906 $ | |||||
| Comprehensive Wealth Management, LLC | 1.293.516 $ | -65.200 $ | -4,8 % | 1.358.716 $ | +129.595 $ | +10,5 % | 1.229.121 $ | +207.436 $ | +20,3 % | 1.021.685 $ | +370.029 $ | +56,8 % |
| PW Nova Financial Services LLC | 1.325.239 $ | -30.697 $ | -2,3 % | 1.355.936 $ | +1.132.936 $ | +508,0 % | 223.000 $ | |||||
| FSA Advisors, Inc. | 1.355.746 $ | +1.149.352 $ | +556,9 % | 206.394 $ | -380.716 $ | -64,8 % | 587.110 $ | -91.039 $ | -13,4 % | 678.149 $ | -641.371 $ | -48,6 % |
| CAMBIENT FAMILY OFFICE, LLC | 1.354.926 $ | +207.012 $ | +18,0 % | 1.147.914 $ | -11.656 $ | -1,0 % | 1.159.570 $ | |||||
| Orca Investment Management, LLC | 1.350.806 $ | +205.007 $ | +17,9 % | 1.145.799 $ | +16.250 $ | +1,4 % | 1.129.549 $ | +19.116 $ | +1,7 % | 1.110.433 $ | +49.975 $ | +4,7 % |
| Blue Zone Wealth Advisors, LLC | 1.348.408 $ | +71.828 $ | +5,6 % | 1.276.580 $ | -43.144 $ | -3,3 % | 1.319.724 $ | +272.054 $ | +26,0 % | 1.047.670 $ | +824.239 $ | +368,9 % |
| WMG Financial Advisors, LLC | 1.346.484 $ | +134.923 $ | +11,1 % | 1.211.561 $ | -50.737 $ | -4,0 % | 1.262.298 $ | -52.710 $ | -4,0 % | 1.315.008 $ | -237.301 $ | -15,3 % |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 1.343.711 $ | +43.646 $ | +3,4 % | 1.300.065 $ | +96.574 $ | +8,0 % | 1.203.491 $ | +5.703 $ | +0,5 % | 1.197.788 $ | +35.100 $ | +3,0 % |
| Warm Springs Advisors Inc. | 423.615 $ | -917.930 $ | -68,4 % | 1.341.545 $ | ||||||||
| 21 West Wealth Management LLC | 1.339.795 $ | +12.709 $ | +1,0 % | 1.327.086 $ | -7.386 $ | -0,6 % | 1.334.472 $ | +5.013 $ | +0,4 % | 1.329.459 $ | +115.747 $ | +9,5 % |
| Stembrook Asset Management, LLC | 1.337.913 $ | +172.026 $ | +14,8 % | 1.165.887 $ | -38.258 $ | -3,2 % | 1.204.145 $ | |||||
| Climber Capital SA | 1.203.636 $ | +247.760 $ | +25,9 % | 955.876 $ | -379.202 $ | -28,4 % | 1.335.078 $ | +3.656 $ | +0,3 % | |||
| Verity & Verity, LLC | 1.273.979 $ | +15.257 $ | +1,2 % | 1.258.722 $ | -74.762 $ | -5,6 % | 1.333.484 $ | +20.933 $ | +1,6 % | 1.312.551 $ | -7.879 $ | -0,6 % |
| PRIMORIS WEALTH ADVISORS, LLC | 1.332.569 $ | +162.236 $ | +13,9 % | 1.170.333 $ | +139.883 $ | +13,6 % | 1.030.450 $ | +28.339 $ | +2,8 % | 1.002.111 $ | +66.330 $ | +7,1 % |
| Glen Eagle Advisors, LLC | 1.232.739 $ | -97.585 $ | -7,3 % | 1.330.324 $ | +1.031.263 $ | +344,8 % | 299.061 $ | +10.620 $ | +3,7 % | 288.441 $ | +58.408 $ | +25,4 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.328.800 $ | +433.463 $ | +48,4 % | 895.337 $ | +420.008 $ | +88,4 % | 475.329 $ | -180.952 $ | -27,6 % | |||
| Hamilton Point Investment Advisors, LLC | 1.326.172 $ | +218.825 $ | +19,8 % | 1.107.347 $ | +12.397 $ | +1,1 % | 1.094.950 $ | -812 $ | -0,1 % | 1.095.762 $ | +688.211 $ | +168,9 % |
| Valued Retirements, Inc. | 1.323.591 $ | +267.429 $ | +25,3 % | 1.056.162 $ | -8.647 $ | -0,8 % | 1.064.809 $ | +240.283 $ | +29,1 % | 824.526 $ | +0 $ | +0,0 % |
| LAFFER TENGLER INVESTMENTS, INC. | 1.322.924 $ | +140.889 $ | +11,9 % | 1.182.035 $ | +33.909 $ | +3,0 % | 1.148.126 $ | +36.296 $ | +3,3 % | 1.111.830 $ | +17.018 $ | +1,6 % |
| Global Trust Asset Management, LLC | 1.319.195 $ | +7.815 $ | +0,6 % | 1.311.380 $ | +37.453 $ | +2,9 % | 1.273.927 $ | -28.374 $ | -2,2 % | 1.302.301 $ | -414.977 $ | -24,2 % |
| SWMG, LLC | 1.318.456 $ | +362.117 $ | +37,9 % | 956.339 $ | -69.805 $ | -6,8 % | 1.026.144 $ | +1.548 $ | +0,2 % | 1.024.596 $ | +406.981 $ | +65,9 % |
| GoalVest Advisory LLC | 1.305.704 $ | +93.306 $ | +7,7 % | 1.212.398 $ | -94.466 $ | -7,2 % | 1.306.864 $ | -10.738 $ | -0,8 % | 1.317.602 $ | +77.782 $ | +6,3 % |
| Signet Private Wealth LLC | 1.317.154 $ | +150.024 $ | +12,9 % | 1.167.130 $ | -22.382 $ | -1,9 % | 1.189.512 $ | |||||
| BURKE & HERBERT BANK & TRUST CO | 1.305.473 $ | +395.443 $ | +43,5 % | 910.030 $ | +99.199 $ | +12,2 % | 810.831 $ | +141.572 $ | +21,2 % | 669.259 $ | +380.806 $ | +132,0 % |
| Lummis Asset Management, LP | 1.065.699 $ | -71.247 $ | -6,3 % | 1.136.946 $ | -124.932 $ | -9,9 % | 1.261.878 $ | -42.497 $ | -3,3 % | 1.304.375 $ | +8.334 $ | +0,6 % |
| Kilner Capital Advisors, LLC | 1.298.119 $ | +134.560 $ | +11,6 % | 1.163.559 $ | +97.187 $ | +9,1 % | 1.066.372 $ | |||||
| KANAWHA CAPITAL MANAGEMENT LLC | 1.296.050 $ | +39.030 $ | +3,1 % | 1.257.020 $ | +119.444 $ | +10,5 % | 1.137.576 $ | -1.443 $ | -0,1 % | 1.139.019 $ | +33.378 $ | +3,0 % |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 246.600 $ | -2.500 $ | -1,0 % | 249.100 $ | -1.045.778 $ | -80,8 % | 1.294.878 $ | +1.043.578 $ | +415,3 % | 251.300 $ | +1.000 $ | +0,4 % |
| Networth Advisors, LLC | 1.294.687 $ | +1.099.677 $ | +563,9 % | 195.010 $ | +158.156 $ | +429,1 % | 36.854 $ | |||||
| STOCK YARDS BANK & TRUST CO | 1.292.765 $ | +187.259 $ | +16,9 % | 1.105.506 $ | +106.138 $ | +10,6 % | 999.368 $ | +42.469 $ | +4,4 % | 956.899 $ | +64.036 $ | +7,2 % |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.291.668 $ | +14.070 $ | +1,1 % | 1.277.598 $ | +76.814 $ | +6,4 % | 1.200.784 $ | +1.095.525 $ | +1.040,8 % | 105.259 $ | -1.449.256 $ | -93,2 % |
| Trace Wealth Advisors, LLC | 1.286.796 $ | |||||||||||
| Aspect Partners, LLC | 1.147.396 $ | +135.736 $ | +13,4 % | 1.011.660 $ | -36 $ | -0,0 % | 1.011.696 $ | -265.951 $ | -20,8 % | 1.277.647 $ | +73.574 $ | +6,1 % |
| Laurel Wealth Advisors LLC | 1.109.113 $ | -14.233 $ | -1,3 % | 1.123.346 $ | -153.619 $ | -12,0 % | 1.276.965 $ | +444.426 $ | +53,4 % | 832.539 $ | +51.749 $ | +6,6 % |
| Smith & Howard Wealth Management, LLC | 1.276.702 $ | +134.953 $ | +11,8 % | 1.141.749 $ | -51.401 $ | -4,3 % | 1.193.150 $ | -16.146 $ | -1,3 % | 1.209.296 $ | +79.492 $ | +7,0 % |
| Cornerstone Capital, Inc. | 227.700 $ | -1.047.490 $ | -82,1 % | 1.275.190 $ | +25.563 $ | +2,0 % | 1.249.627 $ | |||||
| Delta Investment Management, LLC | 1.274.920 $ | +172.003 $ | +15,6 % | 1.102.917 $ | -100.384 $ | -8,3 % | 1.203.301 $ | +61.595 $ | +5,4 % | 1.141.706 $ | +80.773 $ | +7,6 % |
| SAXON INTERESTS, INC. | 1.273.799 $ | +491.960 $ | +62,9 % | 781.839 $ | -1.446 $ | -0,2 % | 783.285 $ | +40.063 $ | +5,4 % | 743.222 $ | +96.927 $ | +15,0 % |
| Wolff Financial Management LLC | 1.270.541 $ | +149.600 $ | +13,3 % | 1.120.941 $ | -2.807 $ | -0,2 % | 1.123.748 $ | +46.400 $ | +4,3 % | 1.077.348 $ | +58.348 $ | +5,7 % |
| ZENITH SOLUTIONS, INC. | 1.270.267 $ | |||||||||||
| Legacy Wealth Asset Management, LLC | 1.262.677 $ | |||||||||||
| Aspen Capital Management, LLC | 1.261.577 $ | +349.937 $ | +38,4 % | 911.640 $ | -4.795 $ | -0,5 % | 916.435 $ | -19.650 $ | -2,1 % | 936.085 $ | +59.517 $ | +6,8 % |
| Camarda Financial Advisors, LLC | 475.462 $ | -745.852 $ | -61,1 % | 1.221.314 $ | -4.932 $ | -0,4 % | 1.226.246 $ | -34.587 $ | -2,7 % | 1.260.833 $ | +11.847 $ | +0,9 % |
| PGIM Custom Harvest LLC | 1.258.441 $ | +450.641 $ | +55,8 % | 807.800 $ | -78.708 $ | -8,9 % | 886.508 $ | +34.058 $ | +4,0 % | 852.450 $ | +273.377 $ | +47,2 % |
| Sepio Capital, LP | 1.256.896 $ | +155.353 $ | +14,1 % | 1.101.543 $ | +749.894 $ | +213,3 % | ||||||
| Ellis Investment Partners, LLC | 1.256.319 $ | +200.442 $ | +19,0 % | 1.055.877 $ | +124.988 $ | +13,4 % | 930.889 $ | -7.292 $ | -0,8 % | 938.181 $ | +37.453 $ | +4,2 % |
| FLAGSTAR SECURITIES, INC | 1.101.665 $ | +108.490 $ | +10,9 % | 993.175 $ | +20.693 $ | +2,1 % | 972.482 $ | -279.082 $ | -22,3 % | 1.251.564 $ | +353.873 $ | +39,4 % |
| Federation des caisses Desjardins du Quebec | 1.249.763 $ | +65.401 $ | +5,5 % | 1.184.362 $ | +41.422 $ | +3,6 % | 1.142.940 $ | +79.082 $ | +7,4 % | |||
| Dominguez Wealth Management Solutions, Inc. | 1.241.985 $ | +142.087 $ | +12,9 % | 1.099.898 $ | +310.609 $ | +39,4 % | 789.289 $ | +135.671 $ | +20,8 % | 653.618 $ | +15.497 $ | +2,4 % |
| Carmel Capital Partners, LLC | 1.226.453 $ | +211.981 $ | +20,9 % | 1.014.472 $ | -225.544 $ | -18,2 % | 1.240.016 $ | +378.538 $ | +43,9 % | 861.478 $ | +421.314 $ | +95,7 % |
| Oxbow Advisors, LLC | 1.239.482 $ | +650.983 $ | +110,6 % | 588.499 $ | -182.479 $ | -23,7 % | 770.978 $ | +373.353 $ | +93,9 % | |||
| Level Wealth Management LLC | 994.327 $ | -206.599 $ | -17,2 % | 1.200.926 $ | +6.969 $ | +0,6 % | 1.193.957 $ | -44.372 $ | -3,6 % | 1.238.329 $ | +55.040 $ | +4,7 % |
| Octavia Wealth Advisors, LLC | 1.208.004 $ | -29.301 $ | -2,4 % | 1.237.305 $ | +308.186 $ | +33,2 % | 929.119 $ | -12.021 $ | -1,3 % | 941.140 $ | +459.806 $ | +95,5 % |
| NORDEN GROUP LLC | 1.142.848 $ | +107.442 $ | +10,4 % | 1.035.406 $ | -201.584 $ | -16,3 % | 1.236.990 $ | +27.904 $ | +2,3 % | 1.209.086 $ | ||
| Curated Wealth Partners LLC | 1.236.700 $ | +440.985 $ | +55,4 % | 795.715 $ | -37.923 $ | -4,5 % | 833.638 $ | |||||
| Broussard Financial Group LLC | 1.228.430 $ | |||||||||||
| AUCTUS ADVISORS LLC | 1.227.725 $ | +483.112 $ | +64,9 % | 744.613 $ | +43.727 $ | +6,2 % | 700.886 $ | |||||
| Hills Bank & Trust Co | 1.225.517 $ | +472.517 $ | +62,8 % | 753.000 $ | -33.900 $ | -4,3 % | 786.900 $ | +15.600 $ | +2,0 % | 771.300 $ | +56.400 $ | +7,9 % |
| Mainstream Capital Management LLC | 1.224.235 $ | +78.214 $ | +6,8 % | 1.146.021 $ | +201.572 $ | +21,3 % | 944.449 $ | -53.553 $ | -5,4 % | 998.002 $ | -231.219 $ | -18,8 % |
| Hamilton Wealth, LLC | 1.223.444 $ | +163.069 $ | +15,4 % | 1.060.375 $ | -47.738 $ | -4,3 % | 1.108.113 $ | |||||
| Alpha Financial Advisors, LLC | 707.680 $ | +80.962 $ | +12,9 % | 626.718 $ | -75.086 $ | -10,7 % | 701.804 $ | -521.505 $ | -42,6 % | 1.223.309 $ | +83.443 $ | +7,3 % |
| Arkos Global Advisors | 1.222.000 $ | +100.000 $ | +8,9 % | 1.122.000 $ | +21.000 $ | +1,9 % | 1.101.000 $ | +74.000 $ | +7,2 % | |||
| Future Fund LLC | 1.220.231 $ | +84.044 $ | +7,4 % | |||||||||
| ARWA LLC | 1.217.326 $ | |||||||||||
| MOSELEY INVESTMENT MANAGEMENT INC | 1.210.764 $ | +147.734 $ | +13,9 % | 1.063.030 $ | +19.362 $ | +1,9 % | 1.043.668 $ | +65.927 $ | +6,7 % | |||
| STUART INVESTMENT ADVISORS, INC. | 722.742 $ | -486.990 $ | -40,3 % | 1.209.732 $ | ||||||||
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 709.111 $ | +34.629 $ | +5,1 % | 674.482 $ | -531.582 $ | -44,1 % | 1.206.064 $ | |||||
| Knuff & Co LLC | 825.007 $ | -377.861 $ | -31,4 % | 1.202.868 $ | +5.490 $ | +0,5 % | 1.197.378 $ | +20.219 $ | +1,7 % | 1.177.159 $ | +52.698 $ | +4,7 % |
| Peloton Wealth Strategists | 1.202.000 $ | +148.000 $ | +14,0 % | 1.054.000 $ | ||||||||
| FIRST HORIZON CORP | 1.199.604 $ | +51.260 $ | +4,5 % | 1.148.344 $ | +168.673 $ | +17,2 % | 979.671 $ | -57.699 $ | -5,6 % | 1.037.370 $ | ||
| Commonwealth Retirement Investments LLC | 858.507 $ | +133.973 $ | +18,5 % | 724.534 $ | -49.825 $ | -6,4 % | 774.359 $ | -424.893 $ | -35,4 % | 1.199.252 $ | -209.381 $ | -14,9 % |
| NWK Group, Inc. | 1.199.097 $ | +149.718 $ | +14,3 % | 1.049.379 $ | +155.342 $ | +17,4 % | 894.037 $ | +18.891 $ | +2,2 % | 875.146 $ | +80.467 $ | +10,1 % |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 1.190.252 $ | +256.369 $ | +27,5 % | 933.883 $ | -148.065 $ | -13,7 % | 1.081.948 $ | -65.034 $ | -5,7 % | 1.146.982 $ | +362.213 $ | +46,2 % |
| Tannin Capital LLC | 1.189.118 $ | +149.500 $ | +14,4 % | 1.039.618 $ | -69.688 $ | -6,3 % | 1.109.306 $ | |||||
| DELTA ASSET MANAGEMENT LLC/TN | 1.186.576 $ | +204.096 $ | +20,8 % | 982.480 $ | +41.479 $ | +4,4 % | 941.001 $ | +59.668 $ | +6,8 % | 881.333 $ | +58.393 $ | +7,1 % |
| Anfield Capital Management, LLC | 1.117.265 $ | -69.161 $ | -5,8 % | 1.186.426 $ | +61.657 $ | +5,5 % | 1.124.769 $ | +929.872 $ | +477,1 % | |||
| BDFS Capital LLC | 1.185.401 $ | +13.734 $ | +1,2 % | 1.171.667 $ | +37.516 $ | +3,3 % | 1.134.151 $ | |||||
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 1.185.312 $ | +282.876 $ | +31,3 % | 902.436 $ | +689.853 $ | +324,5 % | 212.583 $ | |||||
| SP Asset Management LLC | 1.076.511 $ | +70.832 $ | +7,0 % | 1.005.679 $ | -179.199 $ | -15,1 % | 1.184.878 $ | +21.003 $ | +1,8 % | 1.163.875 $ | +279.147 $ | +31,6 % |
| Hoese & Co LLP | 1.107.743 $ | +51.024 $ | +4,8 % | 1.056.719 $ | -126.240 $ | -10,7 % | 1.182.959 $ | +25.755 $ | +2,2 % | 1.157.204 $ | +97.945 $ | +9,2 % |
| Allie Family Office LLC | 233.508 $ | -508.120 $ | -68,5 % | 741.628 $ | +125.742 $ | +20,4 % | 615.886 $ | -564.699 $ | -47,8 % | 1.180.585 $ | +38.263 $ | +3,3 % |
| Allegiance Financial Group Advisory Services LLC | 854.046 $ | -326.533 $ | -27,7 % | 1.180.579 $ | +683.652 $ | +137,6 % | 496.927 $ | +9.851 $ | +2,0 % | 487.076 $ | +89.747 $ | +22,6 % |
| Wealthstream Advisors, Inc. | 1.180.155 $ | +230.211 $ | +24,2 % | |||||||||
| WETZEL INVESTMENT ADVISORS, INC. | 1.178.140 $ | +526.293 $ | +80,7 % | 651.847 $ | -185.877 $ | -22,2 % | 837.724 $ | +18.609 $ | +2,3 % | 819.115 $ | ||
| Three Bridge Wealth Advisors, LLC | 590.822 $ | -497.149 $ | -45,7 % | 1.087.971 $ | -6.195 $ | -0,6 % | 1.094.166 $ | -83.312 $ | -7,1 % | 1.177.478 $ | +73.859 $ | +6,7 % |
| Rather & Kittrell, Inc. | 788.691 $ | -388.224 $ | -33,0 % | 1.176.915 $ | +124.673 $ | +11,8 % | 1.052.242 $ | +4.987 $ | +0,5 % | 1.047.255 $ | +30.688 $ | +3,0 % |
| Navigation Wealth Management, Inc. | 1.173.918 $ | +156.817 $ | +15,4 % | 1.017.101 $ | -32.078 $ | -3,1 % | 1.049.179 $ | +101.955 $ | +10,8 % | 947.224 $ | +287.037 $ | +43,5 % |
| Elevated Capital Advisors, LLC | 1.106.787 $ | -66.788 $ | -5,7 % | 1.173.575 $ | +500.586 $ | +74,4 % | 672.989 $ | +219.440 $ | +48,4 % | 453.549 $ | +245.723 $ | +118,2 % |
| NEW ENGLAND ASSET MANAGEMENT INC | 1.172.261 $ | +154.994 $ | +15,2 % | 1.017.267 $ | -55.061 $ | -5,1 % | 1.072.328 $ | +22.594 $ | +2,2 % | 1.049.734 $ | +1.045.086 $ | +22.484,6 % |
| LAWOOD & CO | 1.171.044 $ | +329.943 $ | +39,2 % | 841.101 $ | -247.764 $ | -22,8 % | 1.088.865 $ | |||||
| LANDMARK WEALTH MANAGEMENT, INC. | 979.519 $ | +92.580 $ | +10,4 % | 886.939 $ | -36.531 $ | -4,0 % | 923.470 $ | -245.078 $ | -21,0 % | 1.168.548 $ | +73.074 $ | +6,7 % |
| BNP PARIBAS | 1.168.352 $ | +297.739 $ | +34,2 % | 870.613 $ | +104.079 $ | +13,6 % | 766.534 $ | +85.579 $ | +12,6 % | 680.955 $ | +9.213 $ | +1,4 % |
| Crabel Capital Management, LLC | 1.166.839 $ | +112.665 $ | +10,7 % | 1.054.174 $ | +384.551 $ | +57,4 % | 669.623 $ | -604.649 $ | -47,5 % | |||
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | 1.113.520 $ | -53.136 $ | -4,6 % | 1.166.656 $ | +8.539 $ | +0,7 % | 1.158.117 $ | +101.454 $ | +9,6 % | |||
| QUANTIFY CHAOS ADVISORS, LLC | 1.166.315 $ | +158.110 $ | +15,7 % | 1.008.205 $ | -102.347 $ | -9,2 % | 1.110.552 $ | |||||
| True Wealth Design, LLC | 230.292 $ | -935.028 $ | -80,2 % | 1.165.320 $ | +1.124.370 $ | +2.745,7 % | 40.950 $ | -67.098 $ | -62,1 % | |||
| Marex Group Ltd | 1.161.012 $ | |||||||||||
| StoryOne LLC | 1.159.384 $ | +133.546 $ | +13,0 % | 1.025.838 $ | +442.652 $ | +75,9 % | 583.186 $ | |||||
| Concentrum Wealth Management | 1.156.969 $ | +212.769 $ | +22,5 % | 944.200 $ | ||||||||
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1.153.160 $ | +135.818 $ | +13,4 % | 1.017.342 $ | -131.658 $ | -11,5 % | 1.149.000 $ | +6.562 $ | +0,6 % | 1.142.438 $ | +50.560 $ | +4,6 % |
| MKD WEALTH COACHES, LLC | 1.151.474 $ | +107.044 $ | +10,2 % | 1.044.430 $ | +224.171 $ | +27,3 % | 820.259 $ | +228.804 $ | +38,7 % | 591.455 $ | +38.095 $ | +6,9 % |
| Old Mission Investment Co LLC | 1.147.589 $ | |||||||||||
| HARBOR INVESTMENT ADVISORY, LLC | 1.144.412 $ | +110.695 $ | +10,7 % | 1.033.717 $ | +14.671 $ | +1,4 % | 1.019.046 $ | +12.870 $ | +1,3 % | 1.006.176 $ | +133.241 $ | +15,3 % |
| Wealthquest Corp | 1.141.934 $ | +22.407 $ | +2,0 % | 1.119.527 $ | +821.536 $ | +275,7 % | 297.991 $ | +26.039 $ | +9,6 % | 271.952 $ | +19.886 $ | +7,9 % |
| Miller Capital Partners, Inc. | 1.141.691 $ | +154.683 $ | +15,7 % | 987.008 $ | -35.044 $ | -3,4 % | 1.022.052 $ | |||||
| Freedom Investment Management, Inc. | 1.027.037 $ | +121.096 $ | +13,4 % | 905.941 $ | -235.507 $ | -20,6 % | 1.141.448 $ | +226.843 $ | +24,8 % | 914.605 $ | -15.537.117 $ | -94,4 % |
| Glenview Trust Co | 1.140.411 $ | +306.376 $ | +36,7 % | 834.035 $ | -28.204 $ | -3,3 % | 862.239 $ | +293.071 $ | +51,5 % | 569.168 $ | +291.148 $ | +104,7 % |
| Investments & Financial Planning, LLC | 1.137.464 $ | +161.306 $ | +16,5 % | 976.158 $ | +66.925 $ | +7,4 % | 909.233 $ | +209.075 $ | +29,9 % | 700.158 $ | +66.538 $ | +10,5 % |
| Fielder Capital Group LLC | 1.134.569 $ | +120.830 $ | +11,9 % | 1.013.739 $ | +29.081 $ | +3,0 % | 984.658 $ | +31.129 $ | +3,3 % | 953.529 $ | +48.332 $ | +5,3 % |
| West Branch Capital LLC | 1.133.818 $ | +598.592 $ | +111,8 % | 535.226 $ | -41.056 $ | -7,1 % | 576.282 $ | +14.386 $ | +2,6 % | 561.896 $ | +44.672 $ | +8,6 % |
| Thompson David Blair | 630.112 $ | -22.657 $ | -3,5 % | 652.769 $ | -471.157 $ | -41,9 % | 1.123.926 $ | |||||
| Glaxis Capital Management, LLC | 1.121.531 $ | +5.302 $ | +0,5 % | 1.116.229 $ | +21.511 $ | +2,0 % | 1.094.718 $ | +283.592 $ | +35,0 % | |||
| MB Generational Wealth, LLC | 984.803 $ | +75.722 $ | +8,3 % | 909.081 $ | +32.069 $ | +3,7 % | 877.012 $ | -244.058 $ | -21,8 % | 1.121.070 $ | ||
| Five Pine Wealth Management | 1.120.175 $ | +110.832 $ | +11,0 % | 1.009.343 $ | +21.988 $ | +2,2 % | 987.355 $ | +16.588 $ | +1,7 % | 970.767 $ | +40.989 $ | +4,4 % |
| Sun Group Wealth Partners | 1.118.853 $ | +503.473 $ | +81,8 % | 615.380 $ | ||||||||
| State of Alaska, Department of Revenue | 1.118.000 $ | +733.000 $ | +190,4 % | 385.000 $ | +158.000 $ | +69,6 % | 227.000 $ | -333.000 $ | -59,5 % | 560.000 $ | -1.047.000 $ | -65,2 % |
| Cumberland Partners Ltd | 1.074.785 $ | -42.800 $ | -3,8 % | 1.117.585 $ | +231.833 $ | +26,2 % | 885.752 $ | +7.328 $ | +0,8 % | 878.424 $ | -413.229 $ | -32,0 % |
| STRATEGY ASSET MANAGERS LLC | 1.115.584 $ | +36.679 $ | +3,4 % | 1.078.905 $ | +114.543 $ | +11,9 % | 964.362 $ | +467.277 $ | +94,0 % | 497.085 $ | +14.567 $ | +3,0 % |
| Oakworth Capital, Inc. | 1.114.929 $ | +300.175 $ | +36,8 % | 814.754 $ | +35.489 $ | +4,6 % | 779.265 $ | +6.839 $ | +0,9 % | 772.426 $ | +261.126 $ | +51,1 % |
| GOULD ASSET MANAGEMENT LLC /CA/ | 1.111.324 $ | +42.371 $ | +4,0 % | 1.068.953 $ | +11.433 $ | +1,1 % | 1.057.520 $ | -22.905 $ | -2,1 % | 1.080.425 $ | +86.367 $ | +8,7 % |
| Salomon & Ludwin, LLC | 1.105.388 $ | +37.344 $ | +3,5 % | 1.068.044 $ | +37.822 $ | +3,7 % | 1.030.222 $ | +20.076 $ | +2,0 % | 1.010.146 $ | -87.687 $ | -8,0 % |
| THOMPSON DAVIS & CO., INC. | 1.103.724 $ | +577.178 $ | +109,6 % | 526.546 $ | +57.736 $ | +12,3 % | 468.810 $ | +574 $ | +0,1 % | 468.236 $ | +48.972 $ | +11,7 % |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.097.895 $ | +94.911 $ | +9,5 % | 1.002.984 $ | -5.570 $ | -0,6 % | 1.008.554 $ | +555.659 $ | +122,7 % | 452.895 $ | ||
| Wood Tarver Financial Group, LLC | 973.000 $ | +48.000 $ | +5,2 % | 925.000 $ | -163.000 $ | -15,0 % | 1.088.000 $ | -8.000 $ | -0,7 % | 1.096.000 $ | -114.000 $ | -9,4 % |
| OKABENA INVESTMENT SERVICES INC | 1.095.481 $ | +175.597 $ | +19,1 % | 919.884 $ | +26.444 $ | +3,0 % | 893.440 $ | +12.776 $ | +1,5 % | 880.664 $ | +47.242 $ | +5,7 % |
| Pacific Asset Management, LLC | 1.094.019 $ | +117.924 $ | +12,1 % | 976.095 $ | +23.297 $ | +2,4 % | 952.798 $ | +45.522 $ | +5,0 % | 907.276 $ | +240.427 $ | +36,1 % |
| Lauterbach Financial Advisors, LLC | 1.019.531 $ | +10.941 $ | +1,1 % | 1.008.590 $ | -84.289 $ | -7,7 % | 1.092.879 $ | +14.488 $ | +1,3 % | 1.078.391 $ | +118.945 $ | +12,4 % |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 1.089.629 $ | +99.731 $ | +10,1 % | 989.898 $ | +237.616 $ | +31,6 % | ||||||
| BOS Asset Management, LLC | 1.088.794 $ | +768.628 $ | +240,1 % | 320.166 $ | +9.185 $ | +3,0 % | 310.981 $ | +9.831 $ | +3,3 % | 301.150 $ | -721.435 $ | -70,6 % |
| Black Cypress Capital Management, LLC | 1.087.047 $ | +94.954 $ | +9,6 % | 992.093 $ | +45.264 $ | +4,8 % | 946.829 $ | +15.057 $ | +1,6 % | 931.772 $ | +68.798 $ | +8,0 % |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 1.083.148 $ | +110.034 $ | +11,3 % | |||||||||
| Turning Point Benefit Group, Inc. | 367.478 $ | -125.519 $ | -25,5 % | 492.997 $ | +63.931 $ | +14,9 % | 429.066 $ | -653.126 $ | -60,4 % | 1.082.192 $ | +60.844 $ | +6,0 % |
| MCDONALD PARTNERS LLC | 1.081.840 $ | +363.238 $ | +50,5 % | 718.602 $ | +208.748 $ | +40,9 % | 509.854 $ | -485.332 $ | -48,8 % | 995.186 $ | +173.371 $ | +21,1 % |
| HM PAYSON & CO | 1.080.863 $ | +47.964 $ | +4,6 % | 1.032.899 $ | +348.039 $ | +50,8 % | 684.860 $ | +127.073 $ | +22,8 % | 557.787 $ | -2.651.330 $ | -82,6 % |
| V. M. MANNING & CO., INC. | 1.078.526 $ | +3.486 $ | +0,3 % | 1.075.040 $ | +0 $ | +0,0 % | ||||||
| Boomfish Wealth Group, LLC | 1.077.859 $ | +499.490 $ | +86,4 % | 578.369 $ | ||||||||
| Eagle Wealth Advisors LLC | 1.033.609 $ | +144.707 $ | +16,3 % | 888.902 $ | -187.819 $ | -17,4 % | 1.076.721 $ | |||||
| August Group Capital Ltd | 938.870 $ | +74.492 $ | +8,6 % | 864.378 $ | -206.469 $ | -19,3 % | 1.070.847 $ | |||||
| Westshore Wealth, LLC | 412.902 $ | +54.115 $ | +15,1 % | 358.787 $ | -16.676 $ | -4,4 % | 375.463 $ | -694.600 $ | -64,9 % | 1.070.063 $ | +47.253 $ | +4,6 % |
| Clear Trail Advisors, LLC | 1.068.510 $ | |||||||||||
| CHECK CAPITAL MANAGEMENT INC/CA | 1.067.920 $ | +782.446 $ | +274,1 % | 285.474 $ | -34.202 $ | -10,7 % | 319.676 $ | +6.958 $ | +2,2 % | 312.718 $ | +26.460 $ | +9,2 % |
| Wealth Preservation Advisors, LLC | 907.762 $ | +251.414 $ | +38,3 % | 656.348 $ | -410.935 $ | -38,5 % | 1.067.283 $ | +79.114 $ | +8,0 % | 988.169 $ | +50.122 $ | +5,3 % |
| Blume Capital Management, Inc. | 1.066.804 $ | +161.693 $ | +17,9 % | 905.111 $ | -6.934 $ | -0,8 % | 912.045 $ | +32.559 $ | +3,7 % | 879.486 $ | +31.825 $ | +3,8 % |
| Activest Wealth Management | 1.046.833 $ | -13.187 $ | -1,2 % | 1.060.020 $ | +64.423 $ | +6,5 % | 995.597 $ | +802.075 $ | +414,5 % | 193.522 $ | +6.557 $ | +3,5 % |
| NAPA WEALTH MANAGEMENT | 1.058.263 $ | |||||||||||
| Keener Financial Planning LLC | 608.000 $ | -450.000 $ | -42,5 % | 1.058.000 $ | +508.000 $ | +92,4 % | 550.000 $ | -64.000 $ | -10,4 % | 614.000 $ | -62.000 $ | -9,2 % |
| Cypress Capital Group | 1.055.416 $ | +595.216 $ | +129,3 % | 460.200 $ | -450.565 $ | -49,5 % | 910.765 $ | |||||
| Lumbard & Kellner, LLC | 449.738 $ | -402.356 $ | -47,2 % | 852.094 $ | -196.802 $ | -18,8 % | 1.048.896 $ | -87.758 $ | -7,7 % | |||
| GREENWOOD CAPITAL ASSOCIATES LLC | 1.046.609 $ | +358.865 $ | +52,2 % | 687.744 $ | +151.665 $ | +28,3 % | 536.079 $ | +20.038 $ | +3,9 % | 516.041 $ | +154.544 $ | +42,8 % |
| MRP Capital Investments, LLC | 1.045.291 $ | +66.251 $ | +6,8 % | 979.040 $ | ||||||||
| INTEGRITY WEALTH ADVISORS, INC. | 1.018.296 $ | -6.541 $ | -0,6 % | 1.024.837 $ | -17.380 $ | -1,7 % | 1.042.217 $ | +8.077 $ | +0,8 % | |||
| Bakala Capital LLC | 1.040.055 $ | +29.302 $ | +2,9 % | 1.010.753 $ | +4.559 $ | +0,5 % | 1.006.194 $ | +5.564 $ | +0,6 % | 1.000.630 $ | +70.551 $ | +7,6 % |
| FARMERS TRUST CO | 990.114 $ | -49.043 $ | -4,7 % | 1.039.157 $ | +22.012 $ | +2,2 % | 1.017.145 $ | +54.600 $ | +5,7 % | |||
| Unique Wealth Strategies, LLC | 1.023.012 $ | -15.621 $ | -1,5 % | 1.038.633 $ | +179.306 $ | +20,9 % | 859.327 $ | +21.193 $ | +2,5 % | 838.134 $ | -125.896 $ | -13,1 % |
| Heritage Investment Group, Inc. | 1.038.555 $ | +133.745 $ | +14,8 % | 904.810 $ | -44.817 $ | -4,7 % | 949.627 $ | +20.115 $ | +2,2 % | 929.512 $ | +67.049 $ | +7,8 % |
| Symmetry Partners, LLC | 628.485 $ | +128.516 $ | +25,7 % | 499.969 $ | -535.630 $ | -51,7 % | 1.035.599 $ | |||||
| HOHIMER WEALTH MANAGEMENT, LLC | 1.035.315 $ | +92.761 $ | +9,8 % | 942.554 $ | +47.395 $ | +5,3 % | 895.159 $ | +303.593 $ | +51,3 % | 591.566 $ | +67.655 $ | +12,9 % |
| Lindenwold Advisors, INC | 1.030.729 $ | -131 $ | -0,0 % | |||||||||
| RAFFA WEALTH MANAGEMENT, LLC | 1.029.088 $ | +148.106 $ | +16,8 % | 880.982 $ | +5.774 $ | +0,7 % | 875.208 $ | -29.671 $ | -3,3 % | 904.879 $ | +45.185 $ | +5,3 % |
| JEPPSON WEALTH MANAGEMENT, LLC | 1.028.362 $ | +163.955 $ | +19,0 % | 864.407 $ | -21.512 $ | -2,4 % | 885.919 $ | +18.099 $ | +2,1 % | 867.820 $ | +119.664 $ | +16,0 % |
| Sage Investment Counsel LLC | 1.024.614 $ | +40.959 $ | +4,2 % | 983.655 $ | +112.256 $ | +12,9 % | 871.399 $ | +60.357 $ | +7,4 % | 811.042 $ | +68.987 $ | +9,3 % |
| Hippocratic Financial Advisors, LLC | 1.023.999 $ | +153.549 $ | +17,6 % | 870.450 $ | +561.765 $ | +182,0 % | 308.685 $ | +6.539 $ | +2,2 % | 302.146 $ | ||
| HARMONY ASSET MANAGEMENT LLC | 1.023.649 $ | +729.581 $ | +248,1 % | 294.068 $ | +40.862 $ | +16,1 % | 253.206 $ | +1.200 $ | +0,5 % | 252.006 $ | +7.384 $ | +3,0 % |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.020.999 $ | +33.164 $ | +3,4 % | 987.835 $ | +104.644 $ | +11,8 % | 883.191 $ | +4.186 $ | +0,5 % | 879.005 $ | ||
| Catalina Capital Group, LLC | 1.020.157 $ | +106.800 $ | +11,7 % | 913.357 $ | +1.673 $ | +0,2 % | 911.684 $ | +51.542 $ | +6,0 % | |||
| Palouse Capital Management, Inc. | 1.017.847 $ | +125.836 $ | +14,1 % | 892.011 $ | -27.735 $ | -3,0 % | 919.746 $ | +25.503 $ | +2,9 % | 894.243 $ | +43.658 $ | +5,1 % |
| Ares Financial Consulting, LLC | 1.014.044 $ | +32.353 $ | +3,3 % | 981.691 $ | +425.548 $ | +76,5 % | 556.143 $ | |||||
| Ducere Wealth Management LLC | 1.010.023 $ | +781.685 $ | +342,3 % | 228.338 $ | +26.082 $ | +12,9 % | 202.256 $ | |||||
| Monument Capital Management | 1.009.413 $ | |||||||||||
| LifeGoal Investments, LLC | 369.051 $ | -111.424 $ | -23,2 % | 480.475 $ | -189.321 $ | -28,3 % | 669.796 $ | -339.166 $ | -33,6 % | 1.008.962 $ | -2.737.693 $ | -73,1 % |
| Banque Cantonale Vaudoise | 1.007.000 $ | +87.000 $ | +9,5 % | 920.000 $ | +688.000 $ | +296,6 % | 232.000 $ | -145.000 $ | -38,5 % | 377.000 $ | +108.000 $ | +40,1 % |
| Harfst & Associates, Inc. | 1.006.594 $ | +111.497 $ | +12,5 % | 895.097 $ | +22.686 $ | +2,6 % | 872.411 $ | +224.658 $ | +34,7 % | 647.753 $ | -53.105 $ | -7,6 % |
| Oakmont Advisory Group, LLC | 1.005.108 $ | +397.753 $ | +65,5 % | 607.355 $ | +44.943 $ | +8,0 % | 562.412 $ | |||||
| OPTIMUM INVESTMENT ADVISORS | 1.005.042 $ | +69.107 $ | +7,4 % | |||||||||
| Stirlingshire Investments, Inc. | 1.004.900 $ | +480.785 $ | +91,7 % | 524.115 $ | +257.411 $ | +96,5 % | 266.704 $ | |||||
| Aquire Wealth Advisors, LLC | 1.001.552 $ | +138.198 $ | +16,0 % | 863.354 $ | -11.761 $ | -1,3 % | 875.115 $ | +225.655 $ | +34,7 % | 649.460 $ | +47.490 $ | +7,9 % |
| Kendall Capital Management | 1.001.075 $ | +792.097 $ | +379,0 % | 208.978 $ | +4.841 $ | +2,4 % | 204.137 $ | |||||
| Premier Path Wealth Partners, LLC | 1.000.307 $ | +84.709 $ | +9,3 % | |||||||||
| WPWealth LLP | 999.945 $ | +375.682 $ | +60,2 % | 624.263 $ | ||||||||
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 552.923 $ | +77.562 $ | +16,3 % | 475.361 $ | -523.868 $ | -52,4 % | 999.229 $ | +84.034 $ | +9,2 % | 915.195 $ | +128.375 $ | +16,3 % |
| STOLZ & ASSOCIATES, PS | 996.394 $ | +7.329 $ | +0,7 % | 989.065 $ | +85.791 $ | +9,5 % | 903.274 $ | |||||
| Manhattan West Asset Management, LLC | 935.354 $ | -32.524 $ | -3,4 % | 967.878 $ | -25.165 $ | -2,5 % | 993.043 $ | -1.979 $ | -0,2 % | 995.022 $ | +3.959 $ | +0,4 % |
| Colonial Trust Advisors | 910.758 $ | -81.127 $ | -8,2 % | 991.885 $ | +40.102 $ | +4,2 % | 951.783 $ | +153.311 $ | +19,2 % | 798.472 $ | +68.134 $ | +9,3 % |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 990.505 $ | +686.855 $ | +226,2 % | 303.650 $ | +1.439 $ | +0,5 % | 302.211 $ | +8.856 $ | +3,0 % | |||
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 990.432 $ | +132.012 $ | +15,4 % | 858.420 $ | -38.646 $ | -4,3 % | 897.066 $ | |||||
| WEALTH EFFECTS LLC | 984.596 $ | +180.745 $ | +22,5 % | 803.851 $ | -2.423 $ | -0,3 % | 806.274 $ | +26.194 $ | +3,4 % | 780.080 $ | +49.941 $ | +6,8 % |
| Wealth Dimensions Group, Ltd. | 890.861 $ | -91.771 $ | -9,3 % | 982.632 $ | ||||||||
| TSFG, LLC | 980.000 $ | +72.000 $ | +7,9 % | 908.000 $ | +75.000 $ | +9,0 % | 833.000 $ | -22.000 $ | -2,6 % | 855.000 $ | +44.000 $ | +5,4 % |
| DGS Capital Management, LLC | 976.790 $ | |||||||||||
| Stonegate Investment Group, LLC | 976.042 $ | +18.552 $ | +1,9 % | |||||||||
| Strategies Wealth Advisors, LLC | 831.915 $ | -142.650 $ | -14,6 % | 974.565 $ | +95.808 $ | +10,9 % | 878.757 $ | -70.861 $ | -7,5 % | 949.618 $ | +210.204 $ | +28,4 % |
| Team Hewins, LLC | 848.076 $ | -122.665 $ | -12,6 % | 970.741 $ | +235.917 $ | +32,1 % | 734.824 $ | +216.880 $ | +41,9 % | 517.944 $ | +27.304 $ | +5,6 % |
| Williams & Novak Wealth Management, LLC | 967.384 $ | +123.517 $ | +14,6 % | 843.867 $ | -17.645 $ | -2,0 % | 861.512 $ | +4.120 $ | +0,5 % | 857.392 $ | +63.683 $ | +8,0 % |
| BARLOW WEALTH PARTNERS, LLC | 962.082 $ | +455.037 $ | +89,7 % | 507.045 $ | -3.731 $ | -0,7 % | 510.776 $ | +12.280 $ | +2,5 % | 498.496 $ | +45.855 $ | +10,1 % |
| Old North State Wealth Management, LLC | 962.007 $ | +88.029 $ | +10,1 % | 873.978 $ | +25.280 $ | +3,0 % | 848.698 $ | +20.714 $ | +2,5 % | 827.984 $ | +60.302 $ | +7,9 % |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 961.745 $ | +545.816 $ | +131,2 % | 415.929 $ | -69.197 $ | -14,3 % | 485.126 $ | +123.325 $ | +34,1 % | 361.801 $ | ||
| Ballast, Inc. | 958.320 $ | +516.068 $ | +116,7 % | 442.252 $ | +46.849 $ | +11,8 % | 395.403 $ | +1.873 $ | +0,5 % | 393.530 $ | +11.532 $ | +3,0 % |
| Kenora Financial, LLC | 953.997 $ | +367.228 $ | +62,6 % | 586.769 $ | ||||||||
| PRIVATE MANAGEMENT GROUP INC | 953.413 $ | +323.064 $ | +51,3 % | 630.349 $ | -42.809 $ | -6,4 % | 673.158 $ | +14.655 $ | +2,2 % | 658.503 $ | +349.228 $ | +112,9 % |
| UNIVEST FINANCIAL Corp | 663.239 $ | +295.997 $ | +80,6 % | 367.242 $ | -585.857 $ | -61,5 % | 953.099 $ | +451.405 $ | +90,0 % | 501.694 $ | +16.895 $ | +3,5 % |
| XXI WEALTH, LLC | 950.220 $ | +35.959 $ | +3,9 % | 914.261 $ | ||||||||
| NICOLET ADVISORY SERVICES, LLC | 947.819 $ | +432.090 $ | +83,8 % | 515.729 $ | +22.390 $ | +4,5 % | ||||||
| Detalus Advisors, LLC | 947.592 $ | +319.426 $ | +50,9 % | 628.166 $ | -13.509 $ | -2,1 % | 641.675 $ | +72.551 $ | +12,7 % | 569.124 $ | +76.847 $ | +15,6 % |
| Ahara Advisors LLC | 947.121 $ | +712.021 $ | +302,9 % | 235.100 $ | -66.951 $ | -22,2 % | 302.051 $ | |||||
| INVESTED ADVISORS | 764.738 $ | -112.966 $ | -12,9 % | 877.704 $ | -66.354 $ | -7,0 % | 944.058 $ | +385.443 $ | +69,0 % | 558.615 $ | ||
| Pacific Center for Financial Services | 942.875 $ | +358.529 $ | +61,4 % | 584.346 $ | +45.543 $ | +8,5 % | 538.803 $ | +0 $ | +0,0 % | 538.803 $ | +116.732 $ | +27,7 % |
| BAXTER BROS INC | 942.732 $ | +323.363 $ | +52,2 % | 619.369 $ | +416.309 $ | +205,0 % | 203.060 $ | -4.355 $ | -2,1 % | 207.415 $ | ||
| Demars Financial Group, LLC | 811.300 $ | -3.990 $ | -0,5 % | 815.290 $ | -93.246 $ | -10,3 % | 908.536 $ | -32.905 $ | -3,5 % | 941.441 $ | +99.085 $ | +11,8 % |
| Triton Financial Group Inc | 213.210 $ | -726.782 $ | -77,3 % | 939.992 $ | ||||||||
| Raub Brock Capital Management LP | 266.524 $ | -671.794 $ | -71,6 % | 938.318 $ | +64.214 $ | +7,3 % | 874.104 $ | +24.479 $ | +2,9 % | 849.625 $ | +42.176 $ | +5,2 % |
| Silver Lake Advisory, LLC | 938.057 $ | +68.376 $ | +7,9 % | 869.681 $ | +46.849 $ | +5,7 % | 822.832 $ | +158.016 $ | +23,8 % | 664.816 $ | +35.179 $ | +5,6 % |
| Axim Planning & Wealth | 937.933 $ | +296.266 $ | +46,2 % | 641.667 $ | ||||||||
| Peak Asset Management, LLC | 933.487 $ | +108.962 $ | +13,2 % | 824.525 $ | +130.509 $ | +18,8 % | 694.016 $ | -11.628 $ | -1,6 % | |||
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 931.820 $ | +143.518 $ | +18,2 % | 788.302 $ | +91.780 $ | +13,2 % | 696.522 $ | +72.672 $ | +11,6 % | 623.850 $ | +45.664 $ | +7,9 % |
| J. Safra Sarasin Holding AG | 931.377 $ | |||||||||||
| Integrity Wealth Solutions LLC | 929.280 $ | +104.925 $ | +12,7 % | 824.355 $ | ||||||||
| Ranch Capital Advisors Inc. | 927.191 $ | +140.327 $ | +17,8 % | 786.864 $ | +35.193 $ | +4,7 % | 751.671 $ | +74.513 $ | +11,0 % | 677.158 $ | -12.316 $ | -1,8 % |
| PROTECTIVE LIFE CORP | 575.790 $ | -348.593 $ | -37,7 % | 924.383 $ | ||||||||
| COFG Advisors, LLC | 922.051 $ | |||||||||||
| SMITH CHAS P & ASSOCIATES PA CPAS | 839.966 $ | -80.568 $ | -8,8 % | 920.534 $ | +94.957 $ | +11,5 % | ||||||
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 918.115 $ | +100.932 $ | +12,4 % | 817.183 $ | -42.935 $ | -5,0 % | 860.118 $ | +15.014 $ | +1,8 % | 845.104 $ | +50.699 $ | +6,4 % |
| Clarity Retirement & Wealth, LLC | 917.979 $ | |||||||||||
| Pachira Investments Inc. | 902.379 $ | +88.527 $ | +10,9 % | 813.852 $ | +5.713 $ | +0,7 % | 808.139 $ | -108.775 $ | -11,9 % | 916.914 $ | +26.905 $ | +3,0 % |
| LFG Wealth Partners, LLC | 577.523 $ | -336.772 $ | -36,8 % | 914.295 $ | +652.581 $ | +249,3 % | 261.714 $ | |||||
| VAN DEN BERG MANAGEMENT I, INC | 913.248 $ | +30.957 $ | +3,5 % | 882.291 $ | -2.984 $ | -0,3 % | 885.275 $ | +146.812 $ | +19,9 % | 738.463 $ | +40.372 $ | +5,8 % |
| Mount Lucas Management LP | 913.084 $ | +14.491 $ | +1,6 % | 898.593 $ | +80.608 $ | +9,9 % | 817.985 $ | +22.960 $ | +2,9 % | 795.025 $ | +45.691 $ | +6,1 % |
| Brown Financial Advisory | 458.205 $ | -102.903 $ | -18,3 % | 561.108 $ | -351.123 $ | -38,5 % | 912.231 $ | +27.370 $ | +3,1 % | 884.861 $ | +22.972 $ | +2,7 % |
| FWG Investments, LLC. | 215.680 $ | -695.957 $ | -76,3 % | 911.637 $ | +41.371 $ | +4,8 % | 870.266 $ | +103.900 $ | +13,6 % | 766.366 $ | +10.812 $ | +1,4 % |
| United Community Bank | 910.692 $ | +163.176 $ | +21,8 % | 747.516 $ | +121.188 $ | +19,3 % | 626.328 $ | -16.419 $ | -2,6 % | 642.747 $ | +269.387 $ | +72,2 % |
| Steigerwald, Gordon & Koch Inc. | 779.913 $ | +24.462 $ | +3,2 % | 755.451 $ | -126.979 $ | -14,4 % | 882.430 $ | -27.023 $ | -3,0 % | 909.453 $ | ||
| GEM Asset Management, LLC | 907.589 $ | +212.650 $ | +30,6 % | 694.939 $ | -8.376 $ | -1,2 % | 703.315 $ | +221.359 $ | +45,9 % | 481.956 $ | +40.277 $ | +9,1 % |
| Johnson Wealth Management, LLC | 906.506 $ | +126.172 $ | +16,2 % | 780.334 $ | -93.491 $ | -10,7 % | 873.825 $ | +19.020 $ | +2,2 % | 854.805 $ | ||
| JACOBS & CO/CA | 902.000 $ | +2.000 $ | +0,2 % | 900.000 $ | +4.000 $ | +0,4 % | 896.000 $ | +24.000 $ | +2,8 % | 872.000 $ | +50.000 $ | +6,1 % |
| OPAL CAPITAL LLC | 901.418 $ | |||||||||||
| RESOLUTE WEALTH ADVISOR, INC. | 900.671 $ | +0 $ | +0,0 % | 900.671 $ | +0 $ | +0,0 % | ||||||
| Shira Ridge Wealth Management | 897.980 $ | +118.398 $ | +15,2 % | 779.582 $ | -36.223 $ | -4,4 % | 815.805 $ | +16.529 $ | +2,1 % | 799.276 $ | +58.191 $ | +7,9 % |
| Eddie Patel Inc | 699.843 $ | -197.966 $ | -22,0 % | 897.809 $ | +269.488 $ | +42,9 % | 628.321 $ | |||||
| PURSUE WEALTH PARTNERS LLC | 895.034 $ | +495.034 $ | +123,8 % | 400.000 $ | -48.000 $ | -10,7 % | 448.000 $ | +10.195 $ | +2,3 % | 437.805 $ | +37.044 $ | +9,2 % |
| PRAIRIE ADVISORY, LLC | 892.035 $ | |||||||||||
| Optimus Capital Advisors, LLC | 891.251 $ | +229.519 $ | +34,7 % | 661.732 $ | +158.594 $ | +31,5 % | 503.138 $ | |||||
| NOVUS ADVISORS, LLC | 881.854 $ | -9.376 $ | -1,1 % | 891.230 $ | +24.180 $ | +2,8 % | 867.050 $ | -10.423 $ | -1,2 % | 877.473 $ | -51.802 $ | -5,6 % |
| IAMS WEALTH MANAGEMENT, LLC | 245.000 $ | -645.130 $ | -72,5 % | 890.130 $ | +344.614 $ | +63,2 % | 545.516 $ | +11.655 $ | +2,2 % | 533.861 $ | ||
| MOGY JOEL R INVESTMENT COUNSEL INC | 888.342 $ | +53.195 $ | +6,4 % | 835.147 $ | -11.070 $ | -1,3 % | 846.217 $ | -38.383 $ | -4,3 % | 884.600 $ | -62.347 $ | -6,6 % |
| Orin Green Financial, LLC | 885.057 $ | |||||||||||
| Coston, McIsaac & Partners | 885.000 $ | +214.000 $ | +31,9 % | 671.000 $ | -175.000 $ | -20,7 % | 846.000 $ | -21.000 $ | -2,4 % | 867.000 $ | +71.000 $ | +8,9 % |
| Astra Wealth Partners LLC | 881.840 $ | +142.031 $ | +19,2 % | 739.809 $ | +33.811 $ | +4,8 % | 705.998 $ | +22.598 $ | +3,3 % | 683.400 $ | +239.626 $ | +54,0 % |
| Navigation Group, LLC | 879.629 $ | +93.679 $ | +11,9 % | 785.950 $ | ||||||||
| LifeWealth Investments, LLC | 474.047 $ | -404.220 $ | -46,0 % | 878.267 $ | +607.889 $ | +224,8 % | 270.378 $ | |||||
| PINNEY & SCOFIELD, INC. | 876.544 $ | +95.506 $ | +12,2 % | 781.038 $ | -42.250 $ | -5,1 % | 823.288 $ | +24.226 $ | +3,0 % | 799.062 $ | +61.538 $ | +8,3 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 876.235 $ | +56.647 $ | +6,9 % | 819.588 $ | -9.067 $ | -1,1 % | 828.655 $ | +157.982 $ | +23,6 % | 670.673 $ | +21.545 $ | +3,3 % |
| Cascade Investment Advisors, Inc. | 874.942 $ | +149.324 $ | +20,6 % | 725.618 $ | +38.277 $ | +5,6 % | 687.341 $ | +12.461 $ | +1,8 % | 674.880 $ | -53.406 $ | -7,3 % |
| Abacus Wealth Partners, LLC | 874.780 $ | |||||||||||
| SEVEN MILE ADVISORY | 874.085 $ | +125.434 $ | +16,8 % | 748.651 $ | +34.365 $ | +4,8 % | 714.286 $ | -19.994 $ | -2,7 % | 734.280 $ | +59.920 $ | +8,9 % |
| BRASADA CAPITAL MANAGEMENT, LP | 870.052 $ | +25.859 $ | +3,1 % | 844.193 $ | +80.176 $ | +10,5 % | 764.017 $ | +10.746 $ | +1,4 % | 753.271 $ | -276 $ | -0,0 % |
| Claris Financial LLC | 869.330 $ | +442.470 $ | +103,7 % | 426.860 $ | ||||||||
| Bowie Capital Management, LLC | 868.800 $ | +115.800 $ | +15,4 % | 753.000 $ | -33.900 $ | -4,3 % | 786.900 $ | +15.600 $ | +2,0 % | 771.300 $ | +56.400 $ | +7,9 % |
| PROATHLETE WEALTH MANAGEMENT LLC | 868.624 $ | +851.452 $ | +4.958,4 % | 17.172 $ | +13.659 $ | +388,8 % | 3.513 $ | +214 $ | +6,5 % | 3.299 $ | -14.897 $ | -81,9 % |
| Frankly Finances, LLC | 867.356 $ | +102.037 $ | +13,3 % | 765.319 $ | +28.573 $ | +3,9 % | 736.746 $ | |||||
| Center for Financial Planning, Inc. | 865.422 $ | +103.679 $ | +13,6 % | 761.743 $ | +64.797 $ | +9,3 % | 696.946 $ | +23.681 $ | +3,5 % | 673.265 $ | -101.545 $ | -13,1 % |
| Allspring Global Investments Holdings, LLC | 861.576 $ | +335.872 $ | +63,9 % | 525.704 $ | +40.915 $ | +8,4 % | 484.789 $ | |||||
| Investment Management Trust, LLC | 860.567 $ | +245.128 $ | +39,8 % | 615.439 $ | ||||||||
| PIONEER TRUST BANK N A/OR | 653.993 $ | +84.221 $ | +14,8 % | 569.772 $ | -28.222 $ | -4,7 % | 597.994 $ | -261.293 $ | -30,4 % | 859.287 $ | +419.367 $ | +95,3 % |
| Wick Capital Partners, LLC | 858.962 $ | +111.839 $ | +15,0 % | 747.123 $ | -35.948 $ | -4,6 % | 783.071 $ | +542.580 $ | +225,6 % | 240.491 $ | +17.585 $ | +7,9 % |
| MARQUETTE ASSOCIATES, INC. | 807.868 $ | +4.844 $ | +0,6 % | 803.024 $ | -36.152 $ | -4,3 % | 839.176 $ | -19.312 $ | -2,2 % | 858.488 $ | +13.861 $ | +1,6 % |
| RIDGECREST WEALTH PARTNERS, LLC | 817.052 $ | -29.596 $ | -3,5 % | 846.648 $ | +88.070 $ | +11,6 % | 758.578 $ | +92.715 $ | +13,9 % | 665.863 $ | +39.463 $ | +6,3 % |
| JSF Financial, LLC | 846.118 $ | +540.861 $ | +177,2 % | 305.257 $ | -14.191 $ | -4,4 % | 319.448 $ | +7.701 $ | +2,5 % | 311.747 $ | +23.295 $ | +8,1 % |
| Moloney Securities Asset Management, LLC | 845.011 $ | +21.344 $ | +2,6 % | |||||||||
| Sherman Wealth Management LLC | 838.300 $ | +35.384 $ | +4,4 % | 802.916 $ | +53.151 $ | +7,1 % | 749.765 $ | |||||
| PROSPERITY BANCSHARES INC | 838.231 $ | +34.570 $ | +4,3 % | 803.661 $ | +106.930 $ | +15,3 % | 696.731 $ | |||||
| ROMANO BROTHERS AND COMPANY | 835.464 $ | +119.785 $ | +16,7 % | 715.679 $ | -10.014 $ | -1,4 % | 725.693 $ | +10.443 $ | +1,5 % | 715.250 $ | +48.399 $ | +7,3 % |
| First Fiduciary Investment Counsel, Inc. | 835.000 $ | |||||||||||
| Richmond Investment Services, LLC | 668.067 $ | -165.048 $ | -19,8 % | 833.115 $ | +246.577 $ | +42,0 % | 586.538 $ | +148.942 $ | +34,0 % | |||
| Financial Gravity Asset Management, Inc. | 717.030 $ | +35.323 $ | +5,2 % | 681.707 $ | -151.316 $ | -18,2 % | 833.023 $ | |||||
| BOURGEON CAPITAL MANAGEMENT LLC | 523.957 $ | -120.644 $ | -18,7 % | 644.601 $ | -184.990 $ | -22,3 % | 829.591 $ | +9.690 $ | +1,2 % | 819.901 $ | +99.675 $ | +13,8 % |
| Ceeto Capital Group, LLC | 815.000 $ | -3.000 $ | -0,4 % | 818.000 $ | -7.000 $ | -0,8 % | 825.000 $ | -3.000 $ | -0,4 % | 828.000 $ | +7.000 $ | +0,9 % |
| Western Financial Corp/CA | 825.268 $ | +49.265 $ | +6,3 % | 776.003 $ | +175.450 $ | +29,2 % | 600.553 $ | -35.752 $ | -5,6 % | 636.305 $ | +2.548 $ | +0,4 % |
| Sterling Wealth Management, Inc. | 824.277 $ | +5.667 $ | +0,7 % | 818.610 $ | +271.982 $ | +49,8 % | ||||||
| Rench Wealth Management, Inc. | 784.275 $ | -38.203 $ | -4,6 % | 822.478 $ | +76.205 $ | +10,2 % | 746.273 $ | -14.518 $ | -1,9 % | 760.791 $ | -6.913 $ | -0,9 % |
| Future Financial Wealth Managment LLC | 440.700 $ | +42.018 $ | +10,5 % | 398.682 $ | +33.559 $ | +9,2 % | 365.123 $ | -455.760 $ | -55,5 % | 820.883 $ | -5.189.892 $ | -86,3 % |
| PERRITT CAPITAL MANAGEMENT INC | 820.710 $ | +65.912 $ | +8,7 % | |||||||||
| Flagship Private Wealth, LLC | 500.926 $ | +64.510 $ | +14,8 % | 436.416 $ | -382.438 $ | -46,7 % | 818.854 $ | +17.555 $ | +2,2 % | 801.299 $ | +62.206 $ | +8,4 % |
| Ascent Wealth Partners, LLC | 708.950 $ | -109.522 $ | -13,4 % | 818.472 $ | ||||||||
| SMITH SHELLNUT WILSON LLC /ADV | 729.231 $ | +222.742 $ | +44,0 % | 506.489 $ | -311.001 $ | -38,0 % | 817.490 $ | +575.261 $ | +237,5 % | 242.229 $ | ||
| Taylor & Morgan Wealth Management, LLC | 816.509 $ | +299.697 $ | +58,0 % | 516.812 $ | -17.002 $ | -3,2 % | 533.814 $ | |||||
| PETERSON WEALTH MANAGEMENT | 815.855 $ | +109.811 $ | +15,6 % | 706.044 $ | +125.418 $ | +21,6 % | 580.626 $ | +12.787 $ | +2,3 % | 567.839 $ | +38.739 $ | +7,3 % |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 814.444 $ | +96.559 $ | +13,5 % | 717.885 $ | -15.778 $ | -2,2 % | 733.663 $ | +15.315 $ | +2,1 % | 718.348 $ | -603.324 $ | -45,6 % |
| LOM Asset Management Ltd | 813.776 $ | +44.456 $ | +5,8 % | 769.320 $ | +163.638 $ | +27,0 % | 605.682 $ | +102.682 $ | +20,4 % | 503.000 $ | +225.000 $ | +80,9 % |
| Legacy Financial Group LLC | 813.189 $ | +80.939 $ | +11,1 % | 732.250 $ | -26.302 $ | -3,5 % | 758.552 $ | +518.094 $ | +215,5 % | 240.458 $ | -375.721 $ | -61,0 % |
| Chancellor Financial Group WB LP | 809.553 $ | +558.474 $ | +222,4 % | 251.079 $ | -1.644 $ | -0,7 % | 252.723 $ | -370 $ | -0,1 % | 253.093 $ | +1.108 $ | +0,4 % |
| Gerald Baker Financial Group LLC | 809.198 $ | +32.604 $ | +4,2 % | 776.594 $ | ||||||||
| Pathfinder Wealth Consulting, Inc. | 771.437 $ | -37.179 $ | -4,6 % | 808.616 $ | ||||||||
| J2 Capital Management Inc | 808.516 $ | +95.157 $ | +13,3 % | 713.359 $ | +47.172 $ | +7,1 % | 666.187 $ | +8.375 $ | +1,3 % | 657.812 $ | +40.174 $ | +6,5 % |
| TOTH FINANCIAL ADVISORY CORP | 742.758 $ | +49.081 $ | +7,1 % | 693.677 $ | +13.049 $ | +1,9 % | 680.628 $ | -126.648 $ | -15,7 % | 807.276 $ | +56.065 $ | +7,5 % |
| Naviter Wealth, LLC | 521.975 $ | -144.325 $ | -21,7 % | 666.300 $ | -140.455 $ | -17,4 % | 806.755 $ | +248.951 $ | +44,6 % | 557.804 $ | +40.788 $ | +7,9 % |
| Bonfire Financial | 805.820 $ | +26.175 $ | +3,4 % | 779.645 $ | +83.879 $ | +12,1 % | 695.766 $ | +3.297 $ | +0,5 % | 692.469 $ | -47.362 $ | -6,4 % |
| TRUE BLUE FINANCIAL, LLC | 805.117 $ | +107.312 $ | +15,4 % | 697.805 $ | +310.231 $ | +80,0 % | 387.574 $ | |||||
| Redwood Family Wealth LLC | 802.834 $ | +114.364 $ | +16,6 % | 688.470 $ | +331.274 $ | +92,7 % | 357.196 $ | |||||
| Cypress Capital, LLC | 802.286 $ | +116.281 $ | +17,0 % | 686.005 $ | +52.696 $ | +8,3 % | 633.309 $ | +522 $ | +0,1 % | 632.787 $ | -4.353 $ | -0,7 % |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 724.341 $ | +410.463 $ | +130,8 % | 313.878 $ | -485.139 $ | -60,7 % | 799.017 $ | +156.233 $ | +24,3 % | 642.784 $ | +247.349 $ | +62,6 % |
| EdgeRock Capital LLC | 797.068 $ | +84.887 $ | +11,9 % | 712.181 $ | +20.430 $ | +3,0 % | 691.751 $ | +21.869 $ | +3,3 % | 669.882 $ | ||
| Eldridge Investment Advisors, Inc. | 794.454 $ | +29.976 $ | +3,9 % | 764.478 $ | +81.558 $ | +11,9 % | 682.920 $ | +3.269 $ | +0,5 % | 679.651 $ | -257.059 $ | -27,4 % |
| KELLEHER FINANCIAL ADVISORS | 794.454 $ | -2.093.584 $ | -72,5 % | |||||||||
| Legacy Financial Advisors, Inc. | 792.934 $ | +234.969 $ | +42,1 % | 557.965 $ | +155.142 $ | +38,5 % | 402.823 $ | +16.421 $ | +4,2 % | 386.402 $ | +8.273 $ | +2,2 % |
| Perennial Advisors, LLC | 792.059 $ | +114.829 $ | +17,0 % | 677.230 $ | -31.138 $ | -4,4 % | 708.368 $ | +7.916 $ | +1,1 % | 700.452 $ | -155.448 $ | -18,2 % |
| KERR FINANCIAL PLANNING Corp | 718.858 $ | +31.216 $ | +4,5 % | 687.642 $ | -100.426 $ | -12,7 % | 788.068 $ | +142.367 $ | +22,0 % | 645.701 $ | ||
| NIXON PEABODY TRUST CO | 787.772 $ | |||||||||||
| Planning Strategies Inc. | 787.689 $ | |||||||||||
| NDVR, Inc. | 785.675 $ | +7.937 $ | +1,0 % | 777.738 $ | +32.172 $ | +4,3 % | ||||||
| Argent Advisors, Inc. | 599.287 $ | -186.090 $ | -23,7 % | 785.377 $ | +136.685 $ | +21,1 % | 648.692 $ | |||||
| Center For Asset Management LLC | 784.816 $ | +49.874 $ | +6,8 % | 734.942 $ | +113.031 $ | +18,2 % | 621.911 $ | -11.775 $ | -1,9 % | 633.686 $ | +282.781 $ | +80,6 % |
| Financial Gravity Companies, Inc. | 783.378 $ | +332.697 $ | +73,8 % | |||||||||
| SJS Investment Consulting Inc. | 782.033 $ | +85.287 $ | +12,2 % | 696.746 $ | -29.781 $ | -4,1 % | 726.527 $ | +37.850 $ | +5,5 % | 688.677 $ | +54.182 $ | +8,5 % |
| Valley Brook Capital Group, Inc. | 779.539 $ | +98.378 $ | +14,4 % | 681.161 $ | +167.736 $ | +32,7 % | 513.425 $ | |||||
| Conservest Capital Advisors, Inc. | 327.565 $ | +13.555 $ | +4,3 % | 314.010 $ | -463.220 $ | -59,6 % | 777.230 $ | +155.254 $ | +25,0 % | 621.976 $ | +47.986 $ | +8,4 % |
| Promus Capital, LLC | 777.138 $ | -547.844 $ | -41,3 % | |||||||||
| PIN OAK INVESTMENT ADVISORS INC | 775.000 $ | +64.000 $ | +9,0 % | 711.000 $ | -36.000 $ | -4,8 % | 747.000 $ | +109.403 $ | +17,2 % | 637.597 $ | +76.597 $ | +13,7 % |
| Sterling Group Wealth Management, LLC | 754.608 $ | -14.818 $ | -1,9 % | 769.426 $ | +58.326 $ | +8,2 % | ||||||
| Flavin Financial Services, Inc. | 236.734 $ | -531.850 $ | -69,2 % | 768.584 $ | +82.641 $ | +12,0 % | 685.943 $ | +234.140 $ | +51,8 % | 451.803 $ | +223.137 $ | +97,6 % |
| Cyndeo Wealth Partners, LLC | 766.781 $ | +117.192 $ | +18,0 % | 649.589 $ | +173.490 $ | +36,4 % | 476.099 $ | -30.095 $ | -5,9 % | 506.194 $ | +25.040 $ | +5,2 % |
| Financial Sense Advisors, Inc. | 510.951 $ | +12.361 $ | +2,5 % | 498.590 $ | -266.317 $ | -34,8 % | 764.907 $ | -902 $ | -0,1 % | 765.809 $ | -1.456.426 $ | -65,5 % |
| Helium Advisors LLC | 765.147 $ | +383.934 $ | +100,7 % | 381.213 $ | ||||||||
| Turtle Creek Wealth Advisors, LLC | 764.443 $ | +70.156 $ | +10,1 % | 694.287 $ | +411.408 $ | +145,4 % | 282.879 $ | +9.911 $ | +3,6 % | 272.968 $ | +18.681 $ | +7,3 % |
| Bellwether Advisors, LLC | 754.003 $ | -9.984 $ | -1,3 % | 763.987 $ | +17.664 $ | +2,4 % | 746.323 $ | -353.510 $ | -32,1 % | |||
| Burford Brothers, Inc. | 762.314 $ | +59.039 $ | +8,4 % | 703.275 $ | +308.236 $ | +78,0 % | 395.039 $ | +14.913 $ | +3,9 % | 380.126 $ | +28.084 $ | +8,0 % |
| CHILTON INVESTMENT CO INC. | 762.076 $ | +36.160 $ | +5,0 % | 725.916 $ | -2.991 $ | -0,4 % | 728.907 $ | -897 $ | -0,1 % | 729.804 $ | -34.753 $ | -4,5 % |
| ATTICUS WEALTH MANAGEMENT, LLC | 762.064 $ | +351.163 $ | +85,5 % | 410.901 $ | +125.210 $ | +43,8 % | 285.691 $ | +13.678 $ | +5,0 % | |||
| Painted Porch Advisors LLC | 342.103 $ | -37.874 $ | -10,0 % | 379.977 $ | -381.107 $ | -50,1 % | 761.084 $ | +185.308 $ | +32,2 % | |||
| Howard Capital Management, LLC | 758.440 $ | +305.874 $ | +67,6 % | 452.566 $ | ||||||||
| Gutierrez Wealth Advisory, LLC | 757.018 $ | +57.041 $ | +8,1 % | 699.977 $ | +288.739 $ | +70,2 % | 411.238 $ | +24.027 $ | +6,2 % | 387.211 $ | +19.627 $ | +5,3 % |
| SYON CAPITAL LLC | 756.905 $ | +87.529 $ | +13,1 % | 669.376 $ | -1.962 $ | -0,3 % | 671.338 $ | +1.456 $ | +0,2 % | 669.882 $ | +40.277 $ | +6,4 % |
| KW WEALTH MANAGEMENT LLC | 755.858 $ | +211.011 $ | +38,7 % | 544.847 $ | ||||||||
| West Wealth Group, LLC | 686.933 $ | -67.934 $ | -9,0 % | 754.867 $ | +453.028 $ | +150,1 % | 301.839 $ | +8.023 $ | +2,7 % | 293.816 $ | +15.043 $ | +5,4 % |
| ORBA Wealth Advisors, L.L.C. | 751.792 $ | +296.936 $ | +65,3 % | 454.856 $ | +13.048 $ | +3,0 % | 441.808 $ | +13.968 $ | +3,3 % | 427.840 $ | +23.676 $ | +5,9 % |
| Point Windward Advisors Inc. | 751.527 $ | +131.791 $ | +21,3 % | 619.736 $ | +65.650 $ | +11,8 % | 554.086 $ | +190.996 $ | +52,6 % | 363.090 $ | ||
| FEDERATED HERMES, INC. | 751.527 $ | +24.411 $ | +3,4 % | 727.116 $ | +71.136 $ | +10,8 % | 655.980 $ | +14.703 $ | +2,3 % | 641.277 $ | +24.648 $ | +4,0 % |
| Edgemoor Investment Advisors, Inc. | 749.939 $ | |||||||||||
| Wall Capital Group, Inc. | 747.362 $ | +43.781 $ | +6,2 % | 703.581 $ | -27.436 $ | -3,8 % | 731.017 $ | |||||
| Tribridge Partners Financial LLC | 746.933 $ | +232.093 $ | +45,1 % | 514.840 $ | +17.800 $ | +3,6 % | 497.040 $ | +8.489 $ | +1,7 % | 488.551 $ | +30.551 $ | +6,7 % |
| Partners in Financial Planning | 745.042 $ | +46.979 $ | +6,7 % | 698.063 $ | +387.376 $ | +124,7 % | 310.687 $ | +2.796 $ | +0,9 % | 307.891 $ | +6.100 $ | +2,0 % |
| Delos Wealth Advisors, LLC | 744.845 $ | +104.244 $ | +16,3 % | 640.601 $ | +634.964 $ | +11.264,2 % | 5.637 $ | |||||
| Tanglewood Legacy Advisors, LLC | 742.707 $ | +87.318 $ | +13,3 % | 655.389 $ | +17.721 $ | +2,8 % | 637.668 $ | +14.239 $ | +2,3 % | 623.429 $ | +34.788 $ | +5,9 % |
| Prudent Man Advisors, LLC | 741.364 $ | +26.726 $ | +3,7 % | 714.638 $ | +273.818 $ | +62,1 % | 440.820 $ | -7.655 $ | -1,7 % | 448.475 $ | +79.266 $ | +21,5 % |
| FMB WEALTH MANAGEMENT | 741.030 $ | +78.918 $ | +11,9 % | 662.112 $ | +18.994 $ | +3,0 % | 643.118 $ | +20.331 $ | +3,3 % | 622.787 $ | +31.568 $ | +5,3 % |
| Peak Retirement Planning, Inc. | 739.879 $ | +407.414 $ | +122,5 % | 332.465 $ | +37.494 $ | +12,7 % | 294.971 $ | -387.541 $ | -56,8 % | 682.512 $ | -45.427 $ | -6,2 % |
| Asempa Wealth Advisors | 739.790 $ | +164.351 $ | +28,6 % | 575.439 $ | +35.918 $ | +6,7 % | 539.521 $ | |||||
| Capstone Wealth Management Group LLC | 737.442 $ | +46.435 $ | +6,7 % | 691.007 $ | +284.399 $ | +69,9 % | 406.608 $ | +195.000 $ | +92,2 % | |||
| Inlight Wealth Management, LLC | 639.521 $ | +58.084 $ | +10,0 % | 581.437 $ | -153.824 $ | -20,9 % | 735.261 $ | +110.403 $ | +17,7 % | 624.858 $ | +57.380 $ | +10,1 % |
| COURIER CAPITAL LLC | 405.911 $ | +56.497 $ | +16,2 % | 349.414 $ | -368.864 $ | -51,4 % | 718.278 $ | -15.335 $ | -2,1 % | 733.613 $ | +321.752 $ | +78,1 % |
| Shepherd Street Advisors LLC | 731.829 $ | +101.392 $ | +16,1 % | 630.437 $ | +22.085 $ | +3,6 % | 608.352 $ | |||||
| Osprey Private Wealth LLC | 730.682 $ | +256.218 $ | +54,0 % | 474.464 $ | +248.835 $ | +110,3 % | 225.629 $ | +3.227 $ | +1,5 % | 222.402 $ | ||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 729.208 $ | +283.956 $ | +63,8 % | 445.252 $ | -49.626 $ | -10,0 % | 494.878 $ | +13.197 $ | +2,7 % | 481.681 $ | +40.756 $ | +9,2 % |
| Castleview Partners, LLC | 309.226 $ | +40.090 $ | +14,9 % | 269.136 $ | +7.005 $ | +2,7 % | 262.131 $ | -466.310 $ | -64,0 % | 728.441 $ | +310.475 $ | +74,3 % |
| AAF Wealth Management, LLC | 727.136 $ | +64.583 $ | +9,7 % | 662.553 $ | -27.511 $ | -4,0 % | 690.064 $ | +32.258 $ | +4,9 % | 657.806 $ | +33.343 $ | +5,3 % |
| CFO CAPITAL MANAGEMENT LLC | 725.832 $ | +42.998 $ | +6,3 % | 682.834 $ | ||||||||
| Fulcrum Capital LLC | 725.683 $ | +23.571 $ | +3,4 % | 702.112 $ | +74.376 $ | +11,8 % | 627.736 $ | +2.975 $ | +0,5 % | 624.761 $ | +18.308 $ | +3,0 % |
| Crews Bank & Trust | 724.354 $ | +97.704 $ | +15,6 % | 626.650 $ | +90.467 $ | +16,9 % | 536.183 $ | -7.315 $ | -1,3 % | 543.498 $ | +173.050 $ | +46,7 % |
| Advisors Asset Management, Inc. | 722.193 $ | +178.831 $ | +32,9 % | 543.362 $ | +221.485 $ | +68,8 % | 321.877 $ | +168.408 $ | +109,7 % | 153.469 $ | ||
| Edge Financial Advisors LLC | 721.115 $ | +10.362 $ | +1,5 % | 710.753 $ | +48.795 $ | +7,4 % | ||||||
| NovaPoint Capital, LLC | 720.237 $ | +320.323 $ | +80,1 % | 399.914 $ | +42.364 $ | +11,8 % | 357.550 $ | +1.940 $ | +0,5 % | 355.610 $ | +10.421 $ | +3,0 % |
| Third View Private Wealth, LLC | 717.972 $ | +434.672 $ | +153,4 % | 283.300 $ | ||||||||
| Endowment Wealth Management, Inc. | 717.544 $ | +16.481 $ | +2,4 % | |||||||||
| LWM ADVISORS INC | 717.072 $ | +80.679 $ | +12,7 % | 636.393 $ | -23.668 $ | -3,6 % | 660.061 $ | +12.967 $ | +2,0 % | 647.094 $ | +11.889 $ | +1,9 % |
| Autumn Glory Partners, LLC | 358.962 $ | -356.962 $ | -49,9 % | 715.924 $ | +194.698 $ | +37,4 % | 521.226 $ | |||||
| Dale Q Rice Investment Management Ltd | 715.282 $ | +15.655 $ | +2,2 % | 699.627 $ | +69.203 $ | +11,0 % | 630.424 $ | +9.883 $ | +1,6 % | 620.541 $ | +1.609 $ | +0,3 % |
| Torren Management, LLC | 714.972 $ | +89.689 $ | +14,3 % | 625.283 $ | -49.324 $ | -7,3 % | 674.607 $ | |||||
| Merited Wealth, LLC | 321.220 $ | -391.812 $ | -55,0 % | 713.032 $ | +108.034 $ | +17,9 % | 604.998 $ | |||||
| New Harbor Financial Group, LLC | 605.127 $ | +119.829 $ | +24,7 % | 485.298 $ | -3.135 $ | -0,6 % | 488.433 $ | -220.981 $ | -31,1 % | 709.414 $ | +223.698 $ | +46,1 % |
| Meridian Wealth Advisors, LLC | 700.056 $ | +74.158 $ | +11,8 % | 625.898 $ | +157.348 $ | +33,6 % | 468.550 $ | +13.730 $ | +3,0 % | |||
| Key Client Fiduciary Advisors, LLC | 697.616 $ | +119.600 $ | +20,7 % | 578.016 $ | -42.206 $ | -6,8 % | 620.222 $ | |||||
| Bay Rivers Group | 693.512 $ | +120.633 $ | +21,1 % | 572.879 $ | +179.103 $ | +45,5 % | 393.776 $ | +135.595 $ | +52,5 % | 258.181 $ | ||
| Financial Advocates Investment Management | 692.885 $ | -5.052.827 $ | -87,9 % | |||||||||
| Sunrise Financial Services, LLC | 690.699 $ | +55.777 $ | +8,8 % | 634.922 $ | +43.086 $ | +7,3 % | 591.836 $ | |||||
| South Shore Capital Advisors | 690.297 $ | +110.391 $ | +19,0 % | 579.906 $ | +315.300 $ | +119,2 % | 264.606 $ | |||||
| FIDUCIARY ADVISORS, INC. | 237.573 $ | +32.207 $ | +15,7 % | 205.366 $ | -8.643 $ | -4,0 % | 214.009 $ | -476.235 $ | -69,0 % | 690.244 $ | +34.403 $ | +5,2 % |
| RED CRANE WEALTH MANAGEMENT, LLC | 611.078 $ | +10.996 $ | +1,8 % | 600.082 $ | -78.957 $ | -11,6 % | 679.039 $ | -10.246 $ | -1,5 % | 689.285 $ | +4.179 $ | +0,6 % |
| Wealth Management Associates, Inc. | 686.582 $ | +88.096 $ | +14,7 % | 598.486 $ | ||||||||
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 580.381 $ | -50.238 $ | -8,0 % | 630.619 $ | -52.181 $ | -7,6 % | 682.800 $ | |||||
| Aldebaran Financial Inc. | 681.773 $ | +22.153 $ | +3,4 % | 659.620 $ | +65.575 $ | +11,0 % | 594.045 $ | +7.095 $ | +1,2 % | 586.950 $ | +16.564 $ | +2,9 % |
| Mills Wealth Advisors LLC | 680.297 $ | |||||||||||
| Triumph Capital Management | 512.823 $ | -118.375 $ | -18,8 % | 631.198 $ | -48.887 $ | -7,2 % | 680.085 $ | |||||
| J. M. Brown & Associates Inc. | 679.473 $ | |||||||||||
| Strategic Financial Services, Inc. | 444.555 $ | -234.377 $ | -34,5 % | 678.932 $ | +53.897 $ | +8,6 % | 625.035 $ | |||||
| West Financial Advisors, LLC | 678.725 $ | +77.574 $ | +12,9 % | 601.151 $ | -14.553 $ | -2,4 % | 615.704 $ | +1.647 $ | +0,3 % | |||
| Covestor Ltd | 678.000 $ | +52.000 $ | +8,3 % | 626.000 $ | +5.000 $ | +0,8 % | 621.000 $ | +54.000 $ | +9,5 % | 567.000 $ | +65.000 $ | +12,9 % |
| HighMark Wealth Management LLC | 251.723 $ | -19.027 $ | -7,0 % | 270.750 $ | -406.482 $ | -60,0 % | 677.232 $ | +64.076 $ | +10,5 % | 613.156 $ | +133.122 $ | +27,7 % |
| BINGHAM PRIVATE WEALTH, LLC | 675.226 $ | +48.350 $ | +7,7 % | 626.876 $ | ||||||||
| Canopy Partners, LLC | 674.913 $ | +54.773 $ | +8,8 % | 620.140 $ | +38.561 $ | +6,6 % | 581.579 $ | -86.829 $ | -13,0 % | 668.408 $ | +321.990 $ | +92,9 % |
| BRADY FAMILY WEALTH, LLC | 674.115 $ | |||||||||||
| Slow Capital, Inc. | 503.989 $ | +62.186 $ | +14,1 % | 441.803 $ | -231.540 $ | -34,4 % | 673.343 $ | +4.860 $ | +0,7 % | 668.483 $ | +41.572 $ | +6,6 % |
| Aegis Wealth Management, Inc. | 673.341 $ | +298.703 $ | +79,7 % | 374.638 $ | -58.876 $ | -13,6 % | 433.514 $ | |||||
| Discipline Wealth Solutions, LLC | 502.570 $ | -167.660 $ | -25,0 % | 670.230 $ | +232.326 $ | +53,1 % | 437.904 $ | -9.516 $ | -2,1 % | 447.420 $ | +11.665 $ | +2,7 % |
| PRELUDE CAPITAL MANAGEMENT, LLC | 667.627 $ | +171.586 $ | +34,6 % | 496.041 $ | -83.090 $ | -14,3 % | ||||||
| Austin Asset Management Co Inc | 666.856 $ | +317.956 $ | +91,1 % | 348.900 $ | +10.181 $ | +3,0 % | 338.719 $ | -3.450 $ | -1,0 % | 342.169 $ | -1.751 $ | -0,5 % |
| Loudon Investment Management, LLC | 418.921 $ | +15.142 $ | +3,8 % | 403.779 $ | +44.144 $ | +12,3 % | 359.635 $ | -304.738 $ | -45,9 % | 664.373 $ | -154.504 $ | -18,9 % |
| North Capital, Inc. | 311.846 $ | +53.023 $ | +20,5 % | 258.823 $ | -402.617 $ | -60,9 % | 661.440 $ | +304.297 $ | +85,2 % | 357.143 $ | +151.249 $ | +73,5 % |
| Parcion Private Wealth LLC | 661.337 $ | +27.982 $ | +4,4 % | 633.355 $ | +10.957 $ | +1,8 % | 622.398 $ | +387.339 $ | +164,8 % | 235.059 $ | +16.189 $ | +7,4 % |
| Beacon Capital Management, Inc. | 8.725 $ | -651.604 $ | -98,7 % | 660.329 $ | +652.274 $ | +8.097,8 % | 8.055 $ | +183 $ | +2,3 % | 7.872 $ | +645 $ | +8,9 % |
| Abbot Financial Management, Inc. | 659.568 $ | +21.424 $ | +3,4 % | 638.144 $ | ||||||||
| Martin Capital Partners, LLC | 637.276 $ | -21.724 $ | -3,3 % | 659.000 $ | +73.000 $ | +12,5 % | 586.000 $ | -12.000 $ | -2,0 % | 598.000 $ | +16.000 $ | +2,7 % |
| BECK MACK & OLIVER LLC | 655.933 $ | +93.543 $ | +16,6 % | 562.390 $ | +16.287 $ | +3,0 % | 546.103 $ | +8.509 $ | +1,6 % | 537.594 $ | +27.729 $ | +5,4 % |
| Clarion Wealth Managment Partners, LLC | 655.920 $ | +310.241 $ | +89,7 % | 345.679 $ | ||||||||
| Heck Capital Advisors, LLC | 655.733 $ | +31.083 $ | +5,0 % | 624.650 $ | +44.450 $ | +7,7 % | 580.200 $ | +323.036 $ | +125,6 % | 257.164 $ | +13.035 $ | +5,3 % |
| Crestmont Private Wealth LLC | 654.759 $ | +125.319 $ | +23,7 % | 529.440 $ | -24.852 $ | -4,5 % | 554.292 $ | +8.290 $ | +1,5 % | 546.002 $ | +61.186 $ | +12,6 % |
| Capstone Wealth Management Group, Inc. | 652.835 $ | |||||||||||
| Tandem Wealth Advisors LLC | 652.295 $ | +160.636 $ | +32,7 % | 491.659 $ | +228.808 $ | +87,0 % | 262.851 $ | |||||
| Custos Family Office, LLC | 651.694 $ | +86.863 $ | +15,4 % | 564.831 $ | -25.429 $ | -4,3 % | 590.260 $ | +11.033 $ | +1,9 % | 579.227 $ | -10.027.508 $ | -94,5 % |
| MSA Advisors, LLC | 651.607 $ | +68.094 $ | +11,7 % | 583.513 $ | ||||||||
| Cascade Wealth Advisors, Inc | 648.144 $ | +36.902 $ | +6,0 % | 611.242 $ | +37.020 $ | +6,4 % | 574.222 $ | +19.242 $ | +3,5 % | 554.980 $ | -246.791 $ | -30,8 % |
| FIRST FINANCIAL CORP /IN/ | 621.391 $ | -9.112 $ | -1,4 % | 630.503 $ | +76.560 $ | +13,8 % | 553.943 $ | -91.431 $ | -14,2 % | 645.374 $ | +19.973 $ | +3,2 % |
| Ridgeline Wealth, LLC | 483.139 $ | -1.880 $ | -0,4 % | 485.019 $ | -3.134 $ | -0,6 % | 488.153 $ | -156.427 $ | -24,3 % | 644.580 $ | +6.317 $ | +1,0 % |
| HERITAGE INVESTORS MANAGEMENT CORP | 644.000 $ | +31.000 $ | +5,1 % | 613.000 $ | +37.000 $ | +6,4 % | 576.000 $ | -47.000 $ | -7,5 % | 623.000 $ | +251.000 $ | +67,5 % |
| Quent Capital, LLC | 546.802 $ | -34.822 $ | -6,0 % | 581.624 $ | -61.710 $ | -9,6 % | 643.334 $ | +220.573 $ | +52,2 % | 422.761 $ | +168.282 $ | +66,1 % |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 639.789 $ | +94.641 $ | +17,4 % | 545.148 $ | -46.925 $ | -7,9 % | 592.073 $ | +6.577 $ | +1,1 % | 585.496 $ | +47.162 $ | +8,8 % |
| SCHOLTZ & COMPANY, LLC | 639.208 $ | |||||||||||
| PCM Encore, LLC | 638.447 $ | +248.164 $ | +63,6 % | 390.283 $ | +46.006 $ | +13,4 % | 344.277 $ | |||||
| CALDWELL SUTTER CAPITAL, INC. | 637.781 $ | +80.126 $ | +14,4 % | 557.655 $ | +103.080 $ | +22,7 % | 454.575 $ | +33.460 $ | +7,9 % | 421.115 $ | +27.315 $ | +6,9 % |
| FIRST COMMUNITY TRUST NA | 637.417 $ | +125.693 $ | +24,6 % | 511.724 $ | +18.548 $ | +3,8 % | 493.176 $ | +7.633 $ | +1,6 % | 485.543 $ | +28.788 $ | +6,3 % |
| SIERRA SUMMIT ADVISORS LLC | 499.136 $ | -132.160 $ | -20,9 % | 631.296 $ | -3.082 $ | -0,5 % | 634.378 $ | +13.116 $ | +2,1 % | 621.262 $ | +51.867 $ | +9,1 % |
| SHELTON CAPITAL MANAGEMENT | 634.200 $ | +20.600 $ | +3,4 % | 613.600 $ | ||||||||
| CJM Wealth Advisers, Ltd. | 632.817 $ | +427.924 $ | +208,9 % | 204.893 $ | ||||||||
| Brick & Kyle, Associates | 630.807 $ | +0 $ | +0,0 % | 630.807 $ | +33.807 $ | +5,7 % | 597.000 $ | +20.000 $ | +3,5 % | 577.000 $ | -1.000 $ | -0,2 % |
| Prospect Financial Group LLC | 630.711 $ | +44.770 $ | +7,6 % | 585.941 $ | -9.858 $ | -1,7 % | 595.799 $ | +15.614 $ | +2,7 % | 580.185 $ | +34.368 $ | +6,3 % |
| Oak Wealth Advisors LLC | 629.544 $ | +412.008 $ | +189,4 % | 217.536 $ | +4.999 $ | +2,4 % | 212.537 $ | -12.170 $ | -5,4 % | 224.707 $ | -15.638 $ | -6,5 % |
| Summit Investment Advisory Services, LLC | 626.783 $ | +74.150 $ | +13,4 % | 552.633 $ | -6.770 $ | -1,2 % | 559.403 $ | +262.288 $ | +88,3 % | 297.115 $ | +21.432 $ | +7,8 % |
| Hummer Financial Advisory Services Inc | 624.340 $ | -620 $ | -0,1 % | 624.960 $ | +496 $ | +0,1 % | 624.464 $ | -1.736 $ | -0,3 % | 626.200 $ | -325.982 $ | -34,2 % |
| Wagner Wealth Management, LLC | 624.627 $ | +60.594 $ | +10,7 % | 564.033 $ | +62.412 $ | +12,4 % | 501.621 $ | +10.258 $ | +2,1 % | 491.363 $ | +4.880 $ | +1,0 % |
| Pandora Wealth, Inc. | 624.225 $ | +15.135 $ | +2,5 % | 609.090 $ | +35.788 $ | +6,2 % | ||||||
| INTERACTIVE FINANCIAL ADVISORS, INC. | 550.648 $ | +51.930 $ | +10,4 % | 498.718 $ | -6.139 $ | -1,2 % | 504.857 $ | -117.914 $ | -18,9 % | 622.771 $ | -38.072 $ | -5,8 % |
| Three Seasons Wealth, LLC | 597.055 $ | -24.475 $ | -3,9 % | 621.530 $ | ||||||||
| Syntegra Private Wealth Group, LLC | 621.183 $ | +8.708 $ | +1,4 % | 612.475 $ | +29.817 $ | +5,1 % | 582.658 $ | -10.434 $ | -1,8 % | 593.092 $ | +8.683 $ | +1,5 % |
| GGM Financial LLC | 620.387 $ | +206.899 $ | +50,0 % | 413.488 $ | +40.413 $ | +10,8 % | 373.075 $ | +3.112 $ | +0,8 % | 369.963 $ | +31.631 $ | +9,3 % |
| Prossimo Advisors, LLC | 609.500 $ | -2.530 $ | -0,4 % | 612.030 $ | +2.760 $ | +0,5 % | 609.270 $ | -10.580 $ | -1,7 % | 619.850 $ | +5.850 $ | +1,0 % |
| Athena Wealth Management, LLC | 231.243 $ | +20.996 $ | +10,0 % | 210.247 $ | -409.435 $ | -66,1 % | 619.682 $ | |||||
| Generation Capital Management LLC | 426.214 $ | +14.765 $ | +3,6 % | 411.449 $ | -208.020 $ | -33,6 % | 619.469 $ | +1.551 $ | +0,3 % | 617.918 $ | +11.496 $ | +1,9 % |
| Spectrum Investment Advisors, Inc. | 619.196 $ | +12.111 $ | +2,0 % | 607.085 $ | ||||||||
| ABC ARBITRAGE SA | 614.964 $ | |||||||||||
| PFS Partners, LLC | 612.202 $ | +38.468 $ | +6,7 % | 573.734 $ | +6.710 $ | +1,2 % | 567.024 $ | +6.998 $ | +1,2 % | 560.026 $ | ||
| NerdWallet Wealth Partners, LLC | 612.152 $ | +125.928 $ | +25,9 % | 486.224 $ | +259.797 $ | +114,7 % | 226.427 $ | +6.700 $ | +3,0 % | 219.727 $ | ||
| RESOLUTE CAPITAL, LLC | 575.614 $ | +23.065 $ | +4,2 % | 552.549 $ | -54.292 $ | -8,9 % | 606.841 $ | |||||
| Montz Harcus Wealth Management LLC | 605.692 $ | +371.734 $ | +158,9 % | 233.958 $ | -75.957 $ | -24,5 % | 309.915 $ | +23.836 $ | +8,3 % | 286.079 $ | ||
| Cornell Pochily Investment Advisors, Inc. | 228.321 $ | -10.883 $ | -4,5 % | 239.204 $ | +6.778 $ | +2,9 % | 232.426 $ | -369.953 $ | -61,4 % | 602.379 $ | -12.044 $ | -2,0 % |
| Castle Rock Wealth Management, LLC | 602.196 $ | +268.476 $ | +80,4 % | 333.720 $ | +27.367 $ | +8,9 % | 306.353 $ | -149.462 $ | -32,8 % | 455.815 $ | +208.240 $ | +84,1 % |
| JMN Financial LLC | 598.238 $ | -2.483 $ | -0,4 % | 600.721 $ | ||||||||
| Blue Chip Partners, LLC | 600.695 $ | +13.145 $ | +2,2 % | 587.550 $ | +35.136 $ | +6,4 % | 552.414 $ | +230.615 $ | +71,7 % | 321.799 $ | +112.221 $ | +53,5 % |
| Clear Harbor Asset Management, LLC | 600.154 $ | +258.443 $ | +75,6 % | 341.711 $ | ||||||||
| Wealth Analytics Partners, LLC | 556.600 $ | +87.724 $ | +18,7 % | 468.876 $ | -131.202 $ | -21,9 % | 600.078 $ | |||||
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 593.096 $ | +19.265 $ | +3,4 % | 573.831 $ | +65.053 $ | +12,8 % | 508.778 $ | +7.439 $ | +1,5 % | 501.339 $ | +19.330 $ | +4,0 % |
| FCG Investment Co | 592.754 $ | |||||||||||
| Sowa Financial Group, Inc. | 590.000 $ | +86.000 $ | +17,1 % | 504.000 $ | +6.000 $ | +1,2 % | 498.000 $ | -14.000 $ | -2,7 % | 512.000 $ | +36.000 $ | +7,6 % |
| HOWLAND CAPITAL MANAGEMENT LLC | 588.216 $ | +118.014 $ | +25,1 % | 470.202 $ | +49.809 $ | +11,8 % | 420.393 $ | +1.993 $ | +0,5 % | 418.400 $ | +12.102 $ | +3,0 % |
| BostonPremier Wealth LLC | 587.177 $ | +73.735 $ | +14,4 % | 513.442 $ | +185.447 $ | +56,5 % | 327.995 $ | +2.002 $ | +0,6 % | 325.993 $ | +24.715 $ | +8,2 % |
| Copley Financial Group, Inc. | 536.417 $ | +24.520 $ | +4,8 % | 511.897 $ | -36.720 $ | -6,7 % | 548.617 $ | -36.175 $ | -6,2 % | 584.792 $ | +24.231 $ | +4,3 % |
| Silver Grove Financial Group, Inc. | 584.194 $ | +197.426 $ | +51,0 % | 386.768 $ | +61.022 $ | +18,7 % | 325.746 $ | |||||
| TCFG Investment Advisors, LLC | 581.219 $ | +50.110 $ | +9,4 % | 531.109 $ | ||||||||
| Alamar Capital Management, LLC | 581.136 $ | +77.044 $ | +15,3 % | 504.092 $ | -22.710 $ | -4,3 % | 526.802 $ | +11.884 $ | +2,3 % | 514.918 $ | +37.715 $ | +7,9 % |
| Vestment Financial LLC | 565.224 $ | -6.189 $ | -1,1 % | 571.413 $ | +4.391 $ | +0,8 % | 567.022 $ | -13.084 $ | -2,3 % | 580.106 $ | -31.574 $ | -5,2 % |
| FIRST INTERSTATE BANK | 497.147 $ | -80.108 $ | -13,9 % | 577.255 $ | -626.922 $ | -52,1 % | ||||||
| Tradewinds, LLC. | 576.038 $ | +327.758 $ | +132,0 % | 248.280 $ | -10.140.948 $ | -97,6 % | ||||||
| Advantage Trust Co | 575.774 $ | +79.464 $ | +16,0 % | 496.310 $ | -59.894 $ | -10,8 % | ||||||
| MEANS INVESTMENT CO., INC. | 575.635 $ | +74.195 $ | +14,8 % | 501.440 $ | -24.762 $ | -4,7 % | 526.202 $ | +36.349 $ | +7,4 % | 489.853 $ | +35.335 $ | +7,8 % |
| Landing Point Financial Group, LLC | 575.371 $ | +48.674 $ | +9,2 % | 526.697 $ | +274.983 $ | +109,2 % | 251.714 $ | +10.325 $ | +4,3 % | 241.389 $ | -6.229 $ | -2,5 % |
| RB Capital Management, LLC | 572.493 $ | +13.024 $ | +2,3 % | 559.469 $ | +315.868 $ | +129,7 % | 243.601 $ | +38.641 $ | +18,9 % | 204.960 $ | ||
| Americana Partners, LLC | 571.145 $ | +330.531 $ | +137,4 % | 240.614 $ | -308.353 $ | -56,2 % | 548.967 $ | +16.042 $ | +3,0 % | 532.925 $ | +45.059 $ | +9,2 % |
| Wealth Management Partners, LLC | 571.002 $ | +9.343 $ | +1,7 % | 561.659 $ | +262.480 $ | +87,7 % | 299.179 $ | +21.210 $ | +7,6 % | 277.969 $ | ||
| CROWLEY WEALTH MANAGEMENT, INC. | 570.937 $ | +169.351 $ | +42,2 % | |||||||||
| Brewster Financial Planning LLC | 567.839 $ | +276.477 $ | +94,9 % | 291.362 $ | -1.200 $ | -0,4 % | 292.562 $ | +6.667 $ | +2,3 % | 285.895 $ | +21.274 $ | +8,0 % |
| Capital Planning Advisors, LLC | 567.570 $ | +176.283 $ | +45,1 % | 391.287 $ | ||||||||
| Creative Capital Management Investments LLC | 566.192 $ | +43.684 $ | +8,4 % | 522.508 $ | +13.461 $ | +2,6 % | 509.047 $ | +58.754 $ | +13,0 % | 450.293 $ | +77.862 $ | +20,9 % |
| Uncommon Cents Investing Inc | 566.108 $ | +72.903 $ | +14,8 % | 493.205 $ | -24.429 $ | -4,7 % | 517.634 $ | +10.964 $ | +2,2 % | 506.670 $ | +196.019 $ | +63,1 % |
| Moss Adams Wealth Advisors LLC | 565.502 $ | +69.640 $ | +14,0 % | 495.862 $ | +25.123 $ | +5,3 % | 470.739 $ | -273 $ | -0,1 % | 471.012 $ | +16.147 $ | +3,5 % |
| Arkfeld Wealth Strategies, L.L.C. | 564.207 $ | +219.900 $ | +63,9 % | 344.307 $ | +1.053 $ | +0,3 % | 343.254 $ | +3.596 $ | +1,1 % | 339.658 $ | +4.247 $ | +1,3 % |
| Financial Connections Group, Inc. | 64.000 $ | +1.000 $ | +1,6 % | 63.000 $ | -499.000 $ | -88,8 % | 562.000 $ | -27.000 $ | -4,6 % | |||
| Nolet Wealth Management, LLC | 561.343 $ | |||||||||||
| Impact Partnership Wealth, LLC | 560.156 $ | +297.968 $ | +113,6 % | 262.188 $ | +21.099 $ | +8,8 % | 241.089 $ | |||||
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 560.115 $ | +190.693 $ | +51,6 % | 369.422 $ | -6.742 $ | -1,8 % | 376.164 $ | |||||
| Quest 10 Wealth Builders, Inc. | 560.111 $ | +343.000 $ | +158,0 % | 217.111 $ | +81.950 $ | +60,6 % | 135.161 $ | -22.240 $ | -14,1 % | 157.401 $ | -4.521 $ | -2,8 % |
| Live Oak Private Wealth LLC | 487.459 $ | +651 $ | +0,1 % | 486.808 $ | -71.996 $ | -12,9 % | 558.804 $ | +11.366 $ | +2,1 % | 547.438 $ | -2.233 $ | -0,4 % |
| Pinnacle Wealth Management Group, Inc. | 486.457 $ | +20.260 $ | +4,3 % | 466.197 $ | +122.370 $ | +35,6 % | 343.827 $ | -214.675 $ | -38,4 % | 558.502 $ | +13.301 $ | +2,4 % |
| Venturi Wealth Management, LLC | 557.604 $ | +49.422 $ | +9,7 % | 508.182 $ | +189.201 $ | +59,3 % | 318.981 $ | -1.063 $ | -0,3 % | 320.044 $ | -277.927 $ | -46,5 % |
| FORTEM FINANCIAL GROUP, LLC | 556.786 $ | +69.751 $ | +14,3 % | 487.035 $ | -27.219 $ | -5,3 % | 514.254 $ | +196.883 $ | +62,0 % | 317.371 $ | +22.893 $ | +7,8 % |
| Dentgroup LLC | 430.589 $ | -121.579 $ | -22,0 % | 552.168 $ | -9.230 $ | -1,6 % | ||||||
| Lowe Wealth Advisors, LLC | 547.950 $ | +61.199 $ | +12,6 % | |||||||||
| Signature Wealth Management Group | 547.668 $ | |||||||||||
| Stone Wealth Partners | 546.839 $ | +9.786 $ | +1,8 % | 537.053 $ | ||||||||
| 1ST SOURCE BANK | 545.031 $ | +19.513 $ | +3,7 % | 525.518 $ | +73.773 $ | +16,3 % | 451.745 $ | -3.319 $ | -0,7 % | 455.064 $ | +13.335 $ | +3,0 % |
| Boston Trust Walden Corp | 542.449 $ | +57.770 $ | +11,9 % | 484.679 $ | +13.904 $ | +3,0 % | 470.775 $ | +14.883 $ | +3,3 % | 455.892 $ | +162.581 $ | +55,4 % |
| Buck Wealth Strategies, LLC | 541.395 $ | +202.916 $ | +59,9 % | 338.479 $ | +7.780 $ | +2,4 % | 330.699 $ | -16.436 $ | -4,7 % | 347.135 $ | +3.429 $ | +1,0 % |
| MARCO INVESTMENT MANAGEMENT LLC | 316.656 $ | -223.765 $ | -41,4 % | 540.421 $ | +41.617 $ | +8,3 % | 498.804 $ | +8.929 $ | +1,8 % | 489.875 $ | +38.534 $ | +8,5 % |
| Abel Hall, LLC | 539.238 $ | +20.930 $ | +4,0 % | 518.308 $ | +15.415 $ | +3,1 % | 502.893 $ | -12.190 $ | -2,4 % | 515.083 $ | +41.701 $ | +8,8 % |
| Kilter Group LLC | 538.826 $ | +259.424 $ | +92,8 % | 279.402 $ | -200.713 $ | -41,8 % | 480.115 $ | +39.585 $ | +9,0 % | 440.530 $ | +31.717 $ | +7,8 % |
| THOMPSON SIEGEL & WALMSLEY LLC | 538.000 $ | +317.000 $ | +143,4 % | 221.000 $ | ||||||||
| AIMZ Investment Advisors, LLC | 347.700 $ | -190.107 $ | -35,3 % | 537.807 $ | +205.953 $ | +62,1 % | 331.854 $ | +16.416 $ | +5,2 % | |||
| Clare Market Investments LLC | 507.360 $ | -29.540 $ | -5,5 % | 536.900 $ | ||||||||
| Cherry Creek Investment Advisors, Inc. | 535.985 $ | +193.692 $ | +56,6 % | 342.293 $ | ||||||||
| Affiance Financial, LLC | 533.857 $ | +74.768 $ | +16,3 % | 459.089 $ | -49.979 $ | -9,8 % | 509.068 $ | +12.070 $ | +2,4 % | 496.998 $ | +62.470 $ | +14,4 % |
| LAZARI CAPITAL MANAGEMENT, INC. | 532.036 $ | +72.172 $ | +15,7 % | 459.864 $ | +252.992 $ | +122,3 % | 206.872 $ | +980 $ | +0,5 % | 205.892 $ | ||
| GW&K Investment Management, LLC | 532.000 $ | +120.000 $ | +29,1 % | 412.000 $ | +79.000 $ | +23,7 % | 333.000 $ | -23.000 $ | -6,5 % | 356.000 $ | +115.000 $ | +47,7 % |
| Aurora Investment Managers, LLC. | 258.000 $ | -15.000 $ | -5,5 % | 273.000 $ | -254.000 $ | -48,2 % | 527.000 $ | -5.000 $ | -0,9 % | 532.000 $ | +71.000 $ | +15,4 % |
| TCFG WEALTH MANAGEMENT, LLC | 531.109 $ | +39.155 $ | +8,0 % | 491.954 $ | +8.785 $ | +1,8 % | 483.169 $ | +11.682 $ | +2,5 % | |||
| VESTIA PERSONAL WEALTH ADVISORS | 529.774 $ | +286.653 $ | +117,9 % | 243.121 $ | -16.809 $ | -6,5 % | 259.930 $ | +7.467 $ | +3,0 % | 252.463 $ | -458.920 $ | -64,5 % |
| American Institute for Advanced Investment Management, LLP | 529.093 $ | +51.174 $ | +10,7 % | 477.919 $ | -1.508 $ | -0,3 % | 479.427 $ | +5.111 $ | +1,1 % | 474.316 $ | +20.710 $ | +4,6 % |
| Graetz Wealth LLC | 529.029 $ | +24.771 $ | +4,9 % | 504.258 $ | +5.723 $ | +1,1 % | 498.535 $ | |||||
| Financial Life Planners | 528.814 $ | +375.806 $ | +245,6 % | 153.008 $ | +35.787 $ | +30,5 % | 117.221 $ | |||||
| Cadence Bank | 528.369 $ | |||||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 495.309 $ | -32.912 $ | -6,2 % | 528.221 $ | +17.802 $ | +3,5 % | 510.419 $ | +11.396 $ | +2,3 % | 499.023 $ | +48.062 $ | +10,7 % |
| Atlatl Advisers LLC | 528.024 $ | +207.547 $ | +64,8 % | 320.477 $ | -14.506 $ | -4,3 % | 334.983 $ | +6.641 $ | +2,0 % | 328.342 $ | +9.687 $ | +3,0 % |
| Shepherd Financial Partners LLC | 525.552 $ | +71.247 $ | +15,7 % | 454.305 $ | -19.128 $ | -4,0 % | 473.433 $ | +10.833 $ | +2,3 % | 462.600 $ | +35.065 $ | +8,2 % |
| VALLEY WEALTH MANAGERS, INC. | 25.688 $ | +6.306 $ | +32,5 % | 19.382 $ | -54.329 $ | -73,7 % | 73.711 $ | -448.588 $ | -85,9 % | 522.299 $ | +31.520 $ | +6,4 % |
| Vision Retirement, LLC | 452.029 $ | +29.340 $ | +6,9 % | 422.689 $ | -99.554 $ | -19,1 % | 522.243 $ | |||||
| Independence Wealth Advisors, LLC | 521.304 $ | +13.168 $ | +2,6 % | 508.136 $ | ||||||||
| Rubicon Advisors, GP | 520.127 $ | |||||||||||
| United Financial Planning Group LLC | 112.236 $ | -407.627 $ | -78,4 % | 519.863 $ | +43.469 $ | +9,1 % | 476.394 $ | -16.542 $ | -3,4 % | 492.936 $ | ||
| ST GERMAIN D J CO INC | 465.797 $ | +32.247 $ | +7,4 % | 433.550 $ | +9.562 $ | +2,3 % | 423.988 $ | -94.207 $ | -18,2 % | 518.195 $ | +106.362 $ | +25,8 % |
| Bridgewealth Advisory Group, LLC | 517.856 $ | +8.108 $ | +1,6 % | 509.748 $ | +25.883 $ | +5,3 % | 483.865 $ | -29.700 $ | -5,8 % | 513.565 $ | -40.715 $ | -7,3 % |
| BURNEY CO/ | 517.733 $ | +220.129 $ | +74,0 % | 297.604 $ | -76.482 $ | -20,4 % | 374.086 $ | +8.142 $ | +2,2 % | 365.944 $ | +30.964 $ | +9,2 % |
| ISTHMUS PARTNERS, LLC | 516.977 $ | |||||||||||
| EAGLE ROCK INVESTMENT COMPANY, LLC | 511.546 $ | -3.541 $ | -0,7 % | 515.087 $ | +129.119 $ | +33,5 % | 385.968 $ | +103.495 $ | +36,6 % | 282.473 $ | +7.005 $ | +2,5 % |
| First Affirmative Financial Network | 504.805 $ | -9.390 $ | -1,8 % | 514.195 $ | -18.156 $ | -3,4 % | ||||||
| Financial Advisory Corp | 513.993 $ | +264.174 $ | +105,7 % | 249.819 $ | -5.898 $ | -2,3 % | 255.717 $ | +1.357 $ | +0,5 % | 254.360 $ | +18.340 $ | +7,8 % |
| Icon Wealth Advisors, LLC | 308.699 $ | -5.511 $ | -1,8 % | 314.210 $ | -199.162 $ | -38,8 % | 513.372 $ | +83.757 $ | +19,5 % | |||
| Marshall & Sterling Wealth Advisors Inc. | 512.780 $ | +22.888 $ | +4,7 % | 489.892 $ | +380 $ | +0,1 % | 489.512 $ | +6.528 $ | +1,4 % | 482.984 $ | +15.333 $ | +3,3 % |
| HSBC HOLDINGS PLC | 512.429 $ | |||||||||||
| Chokshi & Queen Wealth Advisors, Inc | 512.275 $ | +35.048 $ | +7,3 % | 477.227 $ | +50.553 $ | +11,8 % | 426.674 $ | +27.548 $ | +6,9 % | 399.126 $ | +11.696 $ | +3,0 % |
| WOLFF WIESE MAGANA LLC | 512.243 $ | +32.323 $ | +6,7 % | 479.920 $ | +44.407 $ | +10,2 % | 435.513 $ | +762 $ | +0,2 % | 434.751 $ | +5.714 $ | +1,3 % |
| Ground Swell Capital, LLC | 444.797 $ | -67.099 $ | -13,1 % | 511.896 $ | -119.486 $ | -18,9 % | ||||||
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 510.179 $ | +53.170 $ | +11,6 % | 457.009 $ | +68.643 $ | +17,7 % | 388.366 $ | +61.119 $ | +18,7 % | 327.247 $ | +95.860 $ | +41,4 % |
| Clal Insurance Enterprises Holdings Ltd | 335.000 $ | -46.000 $ | -12,1 % | 381.000 $ | -33.000 $ | -8,0 % | 414.000 $ | -96.000 $ | -18,8 % | 510.000 $ | +217.000 $ | +74,1 % |
| KMT WEALTH MANAGEMENT, LLC | 508.551 $ | +206.845 $ | +68,6 % | 301.706 $ | +16.185 $ | +5,7 % | ||||||
| Independent Wealth Advisors LLC | 507.271 $ | +18.148 $ | +3,7 % | 489.123 $ | +53.398 $ | +12,3 % | 435.725 $ | |||||
| Emprise Bank | 278.402 $ | -227.553 $ | -45,0 % | 505.955 $ | -502 $ | -0,1 % | 506.457 $ | +243.933 $ | +92,9 % | 262.524 $ | +4.629 $ | +1,8 % |
| Berkeley Capital Partners, LLC | 291.387 $ | -143.658 $ | -33,0 % | 435.045 $ | -64.556 $ | -12,9 % | 499.601 $ | -6.428 $ | -1,3 % | 506.029 $ | ||
| Safe Harbor Fiduciary, LLC | 505.656 $ | +40.578 $ | +8,7 % | 465.078 $ | +397.024 $ | +583,4 % | 68.054 $ | -636.661 $ | -90,3 % | |||
| RETIREMENT CAPITAL STRATEGIES | 502.268 $ | -2.069 $ | -0,4 % | 504.337 $ | -621 $ | -0,1 % | 504.958 $ | +414 $ | +0,1 % | |||
| Oder Investment Management, LLC | 476.147 $ | -708 $ | -0,1 % | 476.855 $ | -19.572 $ | -3,9 % | 496.427 $ | -6.913 $ | -1,4 % | 503.340 $ | +6.146 $ | +1,2 % |
| Kingsman Wealth Management, Inc. | 502.960 $ | +16.520 $ | +3,4 % | 486.440 $ | +51.702 $ | +11,9 % | 434.738 $ | +2.275 $ | +0,5 % | 432.463 $ | +12.861 $ | +3,1 % |
| BAYBAN | 502.129 $ | +40.258 $ | +8,7 % | 461.871 $ | -40.433 $ | -8,0 % | 502.304 $ | |||||
| Kennebec Savings Bank | 431.298 $ | +32.017 $ | +8,0 % | 399.281 $ | -102.807 $ | -20,5 % | 502.088 $ | +99.639 $ | +24,8 % | 402.449 $ | +38.072 $ | +10,4 % |
| Sanchez Wealth Management Group | 501.948 $ | +16.304 $ | +3,4 % | 485.644 $ | +51.445 $ | +11,8 % | 434.199 $ | +2.058 $ | +0,5 % | 432.141 $ | +12.664 $ | +3,0 % |
| Plan Group Financial, LLC | 501.357 $ | +285.213 $ | +132,0 % | 216.144 $ | -247.663 $ | -53,4 % | 463.807 $ | -88.813 $ | -16,1 % | |||
| FWL INVESTMENT MANAGEMENT, LLC | 499.584 $ | +308.422 $ | +161,3 % | 191.162 $ | -45.822 $ | -19,3 % | 236.984 $ | -21.869 $ | -8,4 % | 258.853 $ | -96.219 $ | -27,1 % |
| GABLES CAPITAL MANAGEMENT INC. | 498.794 $ | +61.732 $ | +14,1 % | 437.062 $ | +627 $ | +0,1 % | 436.435 $ | +6.977 $ | +1,6 % | 429.458 $ | +25.557 $ | +6,3 % |
| ACCREDITED INVESTOR SERVICES, LLC | 497.967 $ | +253.654 $ | +103,8 % | 244.313 $ | -71.416 $ | -22,6 % | 315.729 $ | +8.021 $ | +2,6 % | 307.708 $ | +20.486 $ | +7,1 % |
| Life Planning Partners, Inc | 497.465 $ | +14.267 $ | +3,0 % | 483.198 $ | +12.509 $ | +2,7 % | 470.689 $ | +207 $ | +0,0 % | 470.482 $ | +30.187 $ | +6,9 % |
| Barton Investment Management | 495.722 $ | +64.970 $ | +15,1 % | 430.752 $ | -21.336 $ | -4,7 % | 452.088 $ | +9.576 $ | +2,2 % | 442.512 $ | ||
| Ironsides Asset Advisors, LLC | 493.059 $ | +35.696 $ | +7,8 % | 457.363 $ | +12.533 $ | +2,8 % | 444.830 $ | +7.690 $ | +1,8 % | 437.140 $ | +216.140 $ | +97,8 % |
| Kroeger Financial Partners | 491.681 $ | |||||||||||
| Cauble & Harre Wealth Management, Inc. | 285.808 $ | +5.906 $ | +2,1 % | 279.902 $ | -211.389 $ | -43,0 % | 491.291 $ | |||||
| Evansbrook LLC | 489.686 $ | +97.779 $ | +24,9 % | 391.907 $ | +39.117 $ | +11,1 % | 352.790 $ | |||||
| PAX Financial Group, LLC | 489.052 $ | -746.193 $ | -60,4 % | |||||||||
| Midwest Financial Network, LLC | 488.771 $ | |||||||||||
| Argyle Capital Partners, LLC | 488.674 $ | +51.067 $ | +11,7 % | 437.607 $ | -37.779 $ | -7,9 % | 475.386 $ | +15.899 $ | +3,5 % | 459.487 $ | +30.749 $ | +7,2 % |
| Vickerman Investment Advisors, Inc. | 369.124 $ | -15.534 $ | -4,0 % | 384.658 $ | -103.264 $ | -21,2 % | 487.922 $ | +38.321 $ | +8,5 % | |||
| Darden Wealth Group Inc | 485.901 $ | +15.836 $ | +3,4 % | 470.065 $ | +49.844 $ | +11,9 % | 420.221 $ | -21.142 $ | -4,8 % | 441.363 $ | -9.570 $ | -2,1 % |
| Lebenthal Global Advisors, LLC | 485.402 $ | -228.869 $ | -32,0 % | |||||||||
| United Asset Strategies, Inc. | 484.704 $ | +64.605 $ | +15,4 % | 420.099 $ | -19.490 $ | -4,4 % | 439.589 $ | +9.281 $ | +2,2 % | 430.308 $ | +31.465 $ | +7,9 % |
| Fortune Financial Advisors, LLC | 484.259 $ | +257.577 $ | +113,6 % | 226.682 $ | +25.282 $ | +12,6 % | 201.400 $ | |||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 483.177 $ | +66.979 $ | +16,1 % | 416.198 $ | -29.359 $ | -6,6 % | 445.557 $ | +5.294 $ | +1,2 % | 440.263 $ | +82.820 $ | +23,2 % |
| marrick wealth, LLC | 481.829 $ | +281.771 $ | +140,8 % | 200.058 $ | ||||||||
| Frazier Financial Advisors, LLC | 481.472 $ | +36.118 $ | +8,1 % | 445.354 $ | -7.919 $ | -1,7 % | 453.273 $ | +48.756 $ | +12,1 % | 404.517 $ | +17.560 $ | +4,5 % |
| GREENUP STREET WEALTH MANAGEMENT LLC | 480.719 $ | +229.243 $ | +91,2 % | 251.476 $ | +2.142 $ | +0,9 % | 249.334 $ | +41.539 $ | +20,0 % | 207.795 $ | ||
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 479.351 $ | +48.578 $ | +11,3 % | 430.773 $ | +197.768 $ | +84,9 % | 233.005 $ | +16.432 $ | +7,6 % | 216.573 $ | ||
| Causey Wealth LLC | 478.357 $ | +19.169 $ | +4,2 % | 459.188 $ | ||||||||
| Acumen Wealth Advisors, LLC | 478.173 $ | +681 $ | +0,1 % | 477.492 $ | +50.488 $ | +11,8 % | 427.004 $ | |||||
| Palisades Hudson Asset Management, L.P. | 478.000 $ | +25.000 $ | +5,5 % | 453.000 $ | +37.000 $ | +8,9 % | 416.000 $ | +3.000 $ | +0,7 % | 413.000 $ | +11.000 $ | +2,7 % |
| CAPITAL CITY TRUST CO/FL | 477.704 $ | +39.466 $ | +9,0 % | 438.238 $ | -4.581 $ | -1,0 % | 442.819 $ | +217.533 $ | +96,6 % | 225.286 $ | +16.251 $ | +7,8 % |
| DKM Wealth Management, Inc. | 477.553 $ | +15.512 $ | +3,4 % | 462.041 $ | +48.945 $ | +11,8 % | 413.096 $ | +1.958 $ | +0,5 % | 411.138 $ | +12.048 $ | +3,0 % |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 476.961 $ | +247.285 $ | +107,7 % | 229.676 $ | -10.340 $ | -4,3 % | 240.016 $ | +4.758 $ | +2,0 % | 235.258 $ | ||
| 1832 Asset Management L.P. | 476.792 $ | +15.488 $ | +3,4 % | 461.304 $ | +48.867 $ | +11,8 % | 412.437 $ | +2.937 $ | +0,7 % | 409.500 $ | -114.760.204 $ | -99,6 % |
| PARTHENON LLC | 303.598 $ | +31.726 $ | +11,7 % | 271.872 $ | -202.520 $ | -42,7 % | 474.392 $ | +13.305 $ | +2,9 % | 461.087 $ | +221.528 $ | +92,5 % |
| Investmark Advisory Group LLC | 313.034 $ | +4.003 $ | +1,3 % | 309.031 $ | +33.727 $ | +12,3 % | 275.304 $ | -198.935 $ | -41,9 % | 474.239 $ | +15.426 $ | +3,4 % |
| TFC Financial Management, Inc. | 474.148 $ | +68.671 $ | +16,9 % | 405.477 $ | +2.332 $ | +0,6 % | 403.145 $ | +20.078 $ | +5,2 % | 383.067 $ | +7.134 $ | +1,9 % |
| Kagan Cocozza Asset Management | 473.706 $ | +79.523 $ | +20,2 % | 394.183 $ | ||||||||
| Emissary Wealth LLC | 473.293 $ | +60.951 $ | +14,8 % | 412.342 $ | -20.425 $ | -4,7 % | 432.767 $ | |||||
| Purkiss Capital Advisors LLC | 472.797 $ | +237.447 $ | +100,9 % | 235.350 $ | -17.896 $ | -7,1 % | 253.246 $ | +5.382 $ | +2,2 % | 247.864 $ | +17.895 $ | +7,8 % |
| Grant Private Wealth Management Inc | 472.156 $ | +21.801 $ | +4,8 % | 450.355 $ | +213.857 $ | +90,4 % | 236.498 $ | -23.307 $ | -9,0 % | 259.805 $ | ||
| Riverview Capital Advisers, LLC | 453.656 $ | +58.425 $ | +14,8 % | 395.231 $ | -74.890 $ | -15,9 % | 470.121 $ | +11.169 $ | +2,4 % | 458.952 $ | +34.146 $ | +8,0 % |
| Ipsen Advisor Group LLC | 424.016 $ | +44.593 $ | +11,8 % | 379.423 $ | -90.410 $ | -19,2 % | 469.833 $ | +10.674 $ | +2,3 % | 459.159 $ | +16.579 $ | +3,7 % |
| Professional Financial Advisors, LLC | 469.174 $ | +246.445 $ | +110,6 % | 222.729 $ | -2.956 $ | -1,3 % | 225.685 $ | -4.055 $ | -1,8 % | 229.740 $ | ||
| Cladis Investment Advisory, LLC | 468.862 $ | +249.338 $ | +113,6 % | 219.524 $ | -26.300 $ | -10,7 % | 245.824 $ | +5.350 $ | +2,2 % | 240.474 $ | +20.347 $ | +9,2 % |
| Fairfield Financial Advisors, LTD | 305.874 $ | -137.127 $ | -31,0 % | 443.001 $ | -25.655 $ | -5,5 % | 468.656 $ | +6.690 $ | +1,4 % | 461.966 $ | +143.740 $ | +45,2 % |
| HALL CAPITAL MANAGEMENT CO INC | 467.536 $ | +4.120 $ | +0,9 % | 463.416 $ | +10.087 $ | +2,2 % | 453.329 $ | +38.357 $ | +9,2 % | |||
| DiNuzzo Private Wealth, Inc. | 465.262 $ | +69.680 $ | +17,6 % | 395.582 $ | +11.520 $ | +3,0 % | 384.062 $ | +22.971 $ | +6,4 % | 361.091 $ | +76.060 $ | +26,7 % |
| Walser Wealth Management Company, A Ltd Liability Co | 464.251 $ | |||||||||||
| Forefront Analytics, LLC | 243.406 $ | -220.445 $ | -47,5 % | 463.851 $ | ||||||||
| Aspire Growth Partners LLC | 463.337 $ | +60.732 $ | +15,1 % | 402.605 $ | -18.721 $ | -4,4 % | 421.326 $ | +10.157 $ | +2,5 % | 411.169 $ | +30.724 $ | +8,1 % |
| Meredith Wealth Planning | 460.327 $ | +56.995 $ | +14,1 % | 403.332 $ | +11.769 $ | +3,0 % | 391.563 $ | +6.612 $ | +1,7 % | 384.951 $ | +19.043 $ | +5,2 % |
| Vectors Research Management, LLC | 405.911 $ | +56.497 $ | +16,2 % | 349.414 $ | -110.528 $ | -24,0 % | 459.942 $ | +10.011 $ | +2,2 % | 449.931 $ | +38.070 $ | +9,2 % |
| Sunflower Bank, N.A. | 459.827 $ | +14.936 $ | +3,4 % | 444.891 $ | +47.129 $ | +11,8 % | 397.762 $ | +13.323 $ | +3,5 % | 384.439 $ | +11.266 $ | +3,0 % |
| Centennial Wealth Advisory LLC | 458.400 $ | +241.025 $ | +110,9 % | 217.375 $ | -212.033 $ | -49,4 % | 429.408 $ | +206.097 $ | +92,3 % | 223.311 $ | +16.109 $ | +7,8 % |
| Live Oak Investment Partners | 458.379 $ | +61.096 $ | +15,4 % | 397.283 $ | -17.885 $ | -4,3 % | 415.168 $ | +8.230 $ | +2,0 % | 406.938 $ | +29.757 $ | +7,9 % |
| Hubbell Strickland Wealth Management, LLC | 457.836 $ | +245.016 $ | +115,1 % | 212.820 $ | -8.958 $ | -4,0 % | 221.778 $ | -17.848 $ | -7,4 % | 239.626 $ | +18.167 $ | +8,2 % |
| Arbor Investment Advisors, LLC | 455.692 $ | +47.819 $ | +11,7 % | 407.873 $ | +192.125 $ | +89,1 % | 215.748 $ | |||||
| CPR Investments Inc. | 282.790 $ | -62.167 $ | -18,0 % | 344.957 $ | -104.823 $ | -23,3 % | 449.780 $ | +78.295 $ | +21,1 % | |||
| BAM Wealth Management, LLC | 448.919 $ | |||||||||||
| Second Line Capital, LLC | 445.399 $ | -3.485 $ | -0,8 % | 448.884 $ | +70.323 $ | +18,6 % | 378.561 $ | -42.978 $ | -10,2 % | 421.539 $ | +187.014 $ | +79,7 % |
| CBIZ Investment Advisory Services, LLC | 64.839 $ | +0 $ | +0,0 % | 64.839 $ | -383.565 $ | -85,5 % | 448.404 $ | +45.812 $ | +11,4 % | 402.592 $ | +29.365 $ | +7,9 % |
| Bill Few Associates, Inc. | 446.737 $ | +59.544 $ | +15,4 % | 387.193 $ | -11.214 $ | -2,8 % | 398.407 $ | -4.906 $ | -1,2 % | 403.313 $ | +22.700 $ | +6,0 % |
| Carmel Capital Management L.L.C. | 445.151 $ | |||||||||||
| Topel & Distasi Wealth Management, LLC | 436.184 $ | -7.575 $ | -1,7 % | 443.759 $ | +4.446 $ | +1,0 % | ||||||
| WESTWOOD HOLDINGS GROUP INC | 312.556 $ | +10.152 $ | +3,4 % | 302.404 $ | -140.947 $ | -31,8 % | 443.351 $ | +2.351 $ | +0,5 % | 441.000 $ | +12.680 $ | +3,0 % |
| Darwin Wealth Management, LLC | 443.137 $ | +67.198 $ | +17,9 % | 375.939 $ | -57.718 $ | -13,3 % | 433.657 $ | +31.047 $ | +7,7 % | 402.610 $ | +3.778 $ | +0,9 % |
| SATOVSKY ASSET MANAGEMENT LLC | 442.801 $ | +66.852 $ | +17,8 % | 375.949 $ | +10.785 $ | +3,0 % | 365.164 $ | +25.019 $ | +7,4 % | 340.145 $ | +17.241 $ | +5,3 % |
| RAINIER FAMILY WEALTH INC | 442.702 $ | +47.147 $ | +11,9 % | 395.555 $ | +11.347 $ | +3,0 % | 384.208 $ | +12.147 $ | +3,3 % | 372.061 $ | +18.858 $ | +5,3 % |
| Municipal Employees' Retirement System of Michigan | 428.998 $ | -1.780 $ | -0,4 % | 430.778 $ | +26.848 $ | +6,6 % | 403.930 $ | -38.083 $ | -8,6 % | 442.013 $ | +4.428 $ | +1,0 % |
| Sensenig Capital Advisors, Inc | 441.216 $ | +46.108 $ | +11,7 % | 395.108 $ | +9.079 $ | +2,4 % | 386.029 $ | |||||
| Level Financial Advisors | 441.152 $ | -52.592 $ | -10,7 % | |||||||||
| TAGStone Capital, Inc. | 441.103 $ | |||||||||||
| Navis Wealth Advisors, LLC | 440.733 $ | +214.740 $ | +95,0 % | 225.993 $ | -27.074 $ | -10,7 % | 253.067 $ | -57.290 $ | -18,5 % | 310.357 $ | +26.962 $ | +9,5 % |
| Significant Wealth Partners LLC | 438.669 $ | |||||||||||
| One Wealth Map LLC | 438.429 $ | +3.279 $ | +0,8 % | 435.150 $ | +71.258 $ | +19,6 % | 363.892 $ | |||||
| Northern Financial Advisors Inc | 437.974 $ | +39.133 $ | +9,8 % | 398.841 $ | +191.084 $ | +92,0 % | 207.757 $ | -172.672 $ | -45,4 % | 380.429 $ | +37.761 $ | +11,0 % |
| Straight Path Wealth Management | 437.154 $ | +58.164 $ | +15,3 % | 378.990 $ | +49.967 $ | +15,2 % | 329.023 $ | +8.384 $ | +2,6 % | 320.639 $ | +8.999 $ | +2,9 % |
| Cogent Private Wealth, Inc. | 436.864 $ | +201.421 $ | +85,5 % | 235.443 $ | -970 $ | -0,4 % | 236.413 $ | |||||
| Cornerstone Advisory, LLC | 436.639 $ | |||||||||||
| Leicht Financial Planning & Wealth Management, Inc. | 435.195 $ | |||||||||||
| ROWLANDMILLER & PARTNERS.ADV | 434.950 $ | +14.630 $ | +3,5 % | 420.320 $ | +127.808 $ | +43,7 % | 292.512 $ | |||||
| NEW WAVE WEALTH ADVISORS LLC | 434.446 $ | +165.314 $ | +61,4 % | 269.132 $ | ||||||||
| CULBERTSON A N & CO INC | 434.400 $ | +57.900 $ | +15,4 % | 376.500 $ | -16.950 $ | -4,3 % | 393.450 $ | +7.800 $ | +2,0 % | 385.650 $ | +28.200 $ | +7,9 % |
| Forum Private Client Group LLC | 433.515 $ | +110.075 $ | +34,0 % | 323.440 $ | +101.065 $ | +45,4 % | 222.375 $ | -112.350 $ | -33,6 % | 334.725 $ | +9.808 $ | +3,0 % |
| Fourth Dimension Wealth, LLC | 430.174 $ | +34.813 $ | +8,8 % | 395.361 $ | -37.621 $ | -8,7 % | 432.982 $ | +60.418 $ | +16,2 % | 372.564 $ | -69.446 $ | -15,7 % |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 431.857 $ | +39.422 $ | +10,0 % | 392.435 $ | +2.382 $ | +0,6 % | 390.053 $ | -7.384 $ | -1,9 % | 397.437 $ | -276.322 $ | -41,0 % |
| Financial Planning Fort Collins, LLC | 407.945 $ | -23.164 $ | -5,4 % | 431.109 $ | ||||||||
| Nilsine Partners, LLC | 430.124 $ | +220.149 $ | +104,8 % | 209.975 $ | ||||||||
| Compass Planning Associates Inc | 429.431 $ | +212.337 $ | +97,8 % | 217.094 $ | +4.725 $ | +2,2 % | 212.369 $ | -4.255.471 $ | -95,2 % | |||
| Carson Advisory Inc. | 428.906 $ | +222.841 $ | +108,1 % | 206.065 $ | ||||||||
| Paladin Wealth, LLC | 428.030 $ | +55.122 $ | +14,8 % | 372.908 $ | -18.471 $ | -4,7 % | 391.379 $ | +8.290 $ | +2,2 % | 383.089 $ | +1.507 $ | +0,4 % |
| SCRATCH CAPITAL LLC | 427.939 $ | +223.270 $ | +109,1 % | 204.669 $ | -93.157 $ | -31,3 % | 297.826 $ | -1.098 $ | -0,4 % | 298.924 $ | -20.454 $ | -6,4 % |
| Seelaus Asset Management LLC | 426.479 $ | +148.763 $ | +53,6 % | 277.716 $ | -24.136 $ | -8,0 % | 301.852 $ | +9.201 $ | +3,1 % | 292.651 $ | +16.070 $ | +5,8 % |
| Garton & Associates Financial Advisors LLC | 395.146 $ | +109.733 $ | +38,4 % | 285.413 $ | -141.049 $ | -33,1 % | 426.462 $ | |||||
| Frederick Financial Consultants, LLC | 425.358 $ | +9.767 $ | +2,4 % | 415.591 $ | +149.936 $ | +56,4 % | 265.655 $ | +1.655 $ | +0,6 % | 264.000 $ | -104.048 $ | -28,3 % |
| Indiana Trust & Investment Management Co | 424.369 $ | +19.606 $ | +4,8 % | 404.763 $ | +50.570 $ | +14,3 % | 354.193 $ | -10.449 $ | -2,9 % | 364.642 $ | +88.945 $ | +32,3 % |
| Sandbox Financial Partners, LLC | 422.435 $ | |||||||||||
| Strategic Investment Advisors / MI | 210.902 $ | -211.316 $ | -50,0 % | 422.218 $ | ||||||||
| Bernicke Wealth Management, Ltd. | 422.140 $ | +114.450 $ | +37,2 % | 307.690 $ | +32.595 $ | +11,8 % | 275.095 $ | |||||
| QUARRY HILL ADVISORS, LLC | 421.897 $ | +32.966 $ | +8,5 % | 388.931 $ | +30.324 $ | +8,5 % | 358.607 $ | +10.160 $ | +2,9 % | 348.447 $ | +20.170 $ | +6,1 % |
| MATRIX ASSET ADVISORS INC/NY | 207.173 $ | +7.121 $ | +3,6 % | 200.052 $ | -219.922 $ | -52,4 % | 419.974 $ | -98.679 $ | -19,0 % | |||
| FinArc Investments, Inc. | 339.614 $ | -78.903 $ | -18,9 % | 418.517 $ | ||||||||
| RM Financial Services, LLC | 418.255 $ | +13.586 $ | +3,4 % | 404.669 $ | +42.867 $ | +11,8 % | 361.802 $ | |||||
| BALDWIN WEALTH PARTNERS LLC/MA | 311.320 $ | +41.495 $ | +15,4 % | 269.825 $ | -12.163 $ | -4,3 % | 281.988 $ | -136.046 $ | -32,5 % | 418.034 $ | +30.568 $ | +7,9 % |
| TT Capital Management LLC | 392.700 $ | -2.500 $ | -0,6 % | 395.200 $ | -16.952 $ | -4,1 % | 412.152 $ | -4.836 $ | -1,2 % | 416.988 $ | -889.250 $ | -68,1 % |
| Heritage Wealth Advisors | 416.479 $ | +20.035 $ | +5,1 % | 396.444 $ | +8.011 $ | +2,1 % | 388.433 $ | +12.003 $ | +3,2 % | 376.430 $ | +182.929 $ | +94,5 % |
| SeedSafe Financial LLC | 203.989 $ | -211.632 $ | -50,9 % | 415.621 $ | ||||||||
| MINDSET WEALTH MANAGEMENT, LLC | 415.552 $ | +57.438 $ | +16,0 % | 358.114 $ | -17.603 $ | -4,7 % | 375.717 $ | +21.734 $ | +6,1 % | 353.983 $ | +92.842 $ | +35,6 % |
| POINCIANA ADVISORS GROUP, LLC | 414.460 $ | +77.984 $ | +23,2 % | 336.476 $ | +55.311 $ | +19,7 % | 281.165 $ | +48.552 $ | +20,9 % | 232.613 $ | ||
| Requisite Capital Management, LLC | 413.589 $ | +44.047 $ | +11,9 % | 369.542 $ | +10.601 $ | +3,0 % | 358.941 $ | |||||
| PSI Advisors, LLC | 412.963 $ | +64.524 $ | +18,5 % | 348.439 $ | +130.450 $ | +59,8 % | 217.989 $ | -40.277 $ | -15,6 % | |||
| NTV ASSET MANAGEMENT LLC | 411.934 $ | +57.335 $ | +16,2 % | 354.599 $ | -42.484 $ | -10,7 % | 397.083 $ | +8.643 $ | +2,2 % | 388.440 $ | ||
| Valtrion Capital Management, LLC | 343.858 $ | -65.418 $ | -16,0 % | 409.276 $ | ||||||||
| NorthAvenue LLC | 407.524 $ | +28.444 $ | +7,5 % | 379.080 $ | +14.243 $ | +3,9 % | 364.837 $ | |||||
| Tilson Financial Group, Inc. | 405.125 $ | +194.472 $ | +92,3 % | 210.653 $ | ||||||||
| VISTA FINANCE, LLC | 404.303 $ | +13.133 $ | +3,4 % | 391.170 $ | ||||||||
| COMPASS CAPITAL MANAGEMENT, INC | 344.771 $ | -24.495 $ | -6,6 % | 369.266 $ | -34.999 $ | -8,7 % | 404.265 $ | +1.104 $ | +0,3 % | 403.161 $ | ||
| Evelyn Partners Group Ltd | 402.328 $ | |||||||||||
| Southeast Asset Advisors, LLC | 241.426 $ | -11.959 $ | -4,7 % | 253.385 $ | -143.980 $ | -36,2 % | 397.365 $ | +13.999 $ | +3,7 % | |||
| Ridgeline Wealth Planning, LLC | 395.138 $ | -1.278 $ | -0,3 % | 396.416 $ | +39.195 $ | +11,0 % | 357.221 $ | -32.305 $ | -8,3 % | 389.526 $ | -17.324 $ | -4,3 % |
| POTENTIA WEALTH | 395.555 $ | +11.348 $ | +3,0 % | 384.207 $ | +12.146 $ | +3,3 % | 372.061 $ | +18.859 $ | +5,3 % | |||
| Atlantic Edge Private Wealth Management, LLC | 395.182 $ | +70.938 $ | +21,9 % | 324.244 $ | +24.300 $ | +8,1 % | 299.944 $ | +7.825 $ | +2,7 % | 292.119 $ | +18.767 $ | +6,9 % |
| SPWM Advisors LLC | 356.127 $ | -37.999 $ | -9,6 % | 394.126 $ | +43.366 $ | +12,4 % | 350.760 $ | |||||
| ALLIUM FINANCIAL ADVISORS, LLC | 392.582 $ | +76.814 $ | +24,3 % | 315.768 $ | +8.465 $ | +2,8 % | 307.303 $ | +7.487 $ | +2,5 % | 299.816 $ | +28.734 $ | +10,6 % |
| ARGUS INVESTORS' COUNSEL, INC. | 287.832 $ | +9.350 $ | +3,4 % | 278.482 $ | -109.022 $ | -28,1 % | 387.504 $ | -4.251 $ | -1,1 % | 391.755 $ | +10.818 $ | +2,8 % |
| Porter White Investment Advisors, Inc. | 389.984 $ | +19.799 $ | +5,3 % | 370.185 $ | ||||||||
| Community Financial Services Group, LLC | 388.618 $ | +186.212 $ | +92,0 % | 202.406 $ | ||||||||
| CHESAPEAKE ASSET MANAGEMENT LLC | 180.567 $ | -165.251 $ | -47,8 % | 345.818 $ | -42.609 $ | -11,0 % | 388.427 $ | +27.079 $ | +7,5 % | 361.348 $ | +114.225 $ | +46,2 % |
| WASHBURN CAPITAL MANAGEMENT, INC. | 387.948 $ | +51.708 $ | +15,4 % | 336.240 $ | -15.137 $ | -4,3 % | 351.377 $ | -9.591 $ | -2,7 % | 360.968 $ | -220.913 $ | -38,0 % |
| TrueWealth Financial Partners | 387.574 $ | |||||||||||
| DB&C Advisors, LLC | 387.489 $ | +132.077 $ | +51,7 % | 255.412 $ | ||||||||
| Trexquant Investment LP | 387.444 $ | +79.103 $ | +25,7 % | 308.341 $ | -5.887 $ | -1,9 % | 314.228 $ | +41.812 $ | +15,3 % | 272.416 $ | -168.801 $ | -38,3 % |
| MCGUIRE CAPITAL ADVISORS INC | 386.837 $ | +98.960 $ | +34,4 % | 287.877 $ | -8.464 $ | -2,9 % | 296.341 $ | |||||
| Outlook Wealth Advisors, LLC | 385.276 $ | +143.211 $ | +59,2 % | 242.065 $ | +25.642 $ | +11,8 % | 216.423 $ | +1.026 $ | +0,5 % | 215.397 $ | -34.392 $ | -13,8 % |
| Osbon Capital Management LLC | 384.326 $ | +51.091 $ | +15,3 % | 333.235 $ | -6.843 $ | -2,0 % | 340.078 $ | |||||
| Harvest Investment Services, LLC | 383.862 $ | +79.829 $ | +26,3 % | 304.033 $ | -32.696 $ | -9,7 % | 336.729 $ | -3.677 $ | -1,1 % | 340.406 $ | +36.922 $ | +12,2 % |
| Montgomery Financial Services LLC | 383.601 $ | |||||||||||
| RFP Financial Group LLC | 383.417 $ | -1.389.309 $ | -78,4 % | |||||||||
| Proficio Capital Partners LLC | 271.977 $ | +8.835 $ | +3,4 % | 263.142 $ | +27.875 $ | +11,8 % | 235.267 $ | -147.124 $ | -38,5 % | 382.391 $ | +11.205 $ | +3,0 % |
| LaFleur & Godfrey LLC | 382.303 $ | +54.434 $ | +16,6 % | 327.869 $ | -48.088 $ | -12,8 % | 375.957 $ | +3.237 $ | +0,9 % | 372.720 $ | +5.306 $ | +1,4 % |
| Clarity Financial LLC | 380.971 $ | +49.061 $ | +14,8 % | 331.910 $ | -41.601 $ | -11,1 % | 373.511 $ | +32.540 $ | +9,5 % | 340.971 $ | +24.595 $ | +7,8 % |
| LJI Wealth Management, LLC | 380.820 $ | +33.132 $ | +9,5 % | 347.688 $ | +43.342 $ | +14,2 % | 304.346 $ | +9.622 $ | +3,3 % | 294.724 $ | +14.938 $ | +5,3 % |
| PRING TURNER CAPITAL GROUP INC | 377.422 $ | +110.792 $ | +41,6 % | 266.630 $ | +0 $ | +0,0 % | 266.630 $ | +5.430 $ | +2,1 % | 261.200 $ | +24.341 $ | +10,3 % |
| Stenger Family Office, LLC | 376.916 $ | +58.830 $ | +18,5 % | 318.086 $ | +66.325 $ | +26,3 % | 251.761 $ | -4.708 $ | -1,8 % | 256.469 $ | ||
| Sterling Wealth Advisors Inc | 375.252 $ | +29.322 $ | +8,5 % | 345.930 $ | +26.734 $ | +8,4 % | 319.196 $ | -47.438 $ | -12,9 % | 366.634 $ | +12.027 $ | +3,4 % |
| SimpliFi, Inc. | 374.009 $ | -60.999 $ | -14,0 % | |||||||||
| IMG Wealth Management, Inc. | 373.989 $ | +143.295 $ | +62,1 % | 230.694 $ | +180.513 $ | +359,7 % | 50.181 $ | +44.676 $ | +811,6 % | |||
| Generations Wealth, LLC | 373.903 $ | +47.854 $ | +14,7 % | 326.049 $ | -14.679 $ | -4,3 % | 340.728 $ | |||||
| Pathway Financial Advisers, LLC | 372.304 $ | +112.226 $ | +43,2 % | 260.078 $ | +27.901 $ | +12,0 % | 232.177 $ | +10.594 $ | +4,8 % | 221.583 $ | -3.939.133 $ | -94,7 % |
| EagleClaw Capital Managment, LLC | 372.275 $ | +14.393 $ | +4,0 % | 357.882 $ | +93.594 $ | +35,4 % | 264.288 $ | +4.938 $ | +1,9 % | 259.350 $ | +39.400 $ | +17,9 % |
| Westside Investment Management, Inc. | 371.934 $ | +3.242 $ | +0,9 % | 368.692 $ | +1.444 $ | +0,4 % | 367.248 $ | +6.017 $ | +1,7 % | 361.231 $ | +25.732 $ | +7,7 % |
| Accretive Wealth Partners, LLC | 371.122 $ | +113.846 $ | +44,3 % | 257.276 $ | +7.380 $ | +3,0 % | 249.896 $ | +7.900 $ | +3,3 % | 241.996 $ | +12.266 $ | +5,3 % |
| Collaborative Capital Advisors LLC | 371.007 $ | |||||||||||
| Nova Wealth Management, Inc. | 215.774 $ | -154.146 $ | -41,7 % | 369.920 $ | +54 $ | +0,0 % | 369.866 $ | +6.501 $ | +1,8 % | 363.365 $ | -283.014 $ | -43,8 % |
| apricus wealth, LLC | 342.450 $ | +12.064 $ | +3,7 % | 330.386 $ | +35.882 $ | +12,2 % | 294.504 $ | -75.398 $ | -20,4 % | 369.902 $ | +114.034 $ | +44,6 % |
| SC&H Financial Advisors, Inc. | 369.851 $ | +39.906 $ | +12,1 % | 329.945 $ | +8.883 $ | +2,8 % | 321.062 $ | +12.116 $ | +3,9 % | 308.946 $ | +21.865 $ | +7,6 % |
| New Perspectives, Inc | 367.473 $ | +48.979 $ | +15,4 % | 318.494 $ | -24.830 $ | -7,2 % | 343.324 $ | +6.806 $ | +2,0 % | 336.518 $ | +24.607 $ | +7,9 % |
| 55 North Private Wealth, LLC | 366.981 $ | +48.914 $ | +15,4 % | 318.067 $ | -14.320 $ | -4,3 % | 332.387 $ | |||||
| Rolek Wealth Management LLC | 364.398 $ | +7.931 $ | +2,2 % | 356.467 $ | +30.162 $ | +9,2 % | ||||||
| Meadowbrook Wealth Management, LLC | 335.044 $ | -29.322 $ | -8,0 % | 364.366 $ | ||||||||
| Columbia Bank | 363.442 $ | +50.586 $ | +16,2 % | 312.856 $ | -37.483 $ | -10,7 % | 350.339 $ | +7.411 $ | +2,2 % | 342.928 $ | +29.535 $ | +9,4 % |
| Strait & Sound Wealth Management LLC | 362.966 $ | |||||||||||
| BTC Capital Management, Inc. | 361.682 $ | +50.341 $ | +16,2 % | 311.341 $ | ||||||||
| Atlas Brown,Inc. | 358.861 $ | +50.264 $ | +16,3 % | 308.597 $ | -36.531 $ | -10,6 % | 345.128 $ | +7.841 $ | +2,3 % | 337.287 $ | +30.290 $ | +9,9 % |
| Comprehensive Financial Consultants Institutional, Inc. | 358.408 $ | |||||||||||
| WoodTrust Financial Corp | 358.000 $ | +104.000 $ | +40,9 % | 254.000 $ | +26.000 $ | +11,4 % | 228.000 $ | |||||
| MARYLAND CAPITAL ADVISORS INC. | 356.995 $ | +31.099 $ | +9,5 % | 325.896 $ | +8.061 $ | +2,5 % | 317.835 $ | +48.921 $ | +18,2 % | |||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 355.212 $ | |||||||||||
| Legacy Advisory Services, LLC | 355.063 $ | +43.411 $ | +13,9 % | 311.652 $ | ||||||||
| Oregon Pacific Wealth Management, LLC | 245.386 $ | -3.881 $ | -1,6 % | 249.267 $ | -2.919 $ | -1,2 % | 252.186 $ | -101.812 $ | -28,8 % | 353.998 $ | -31.716 $ | -8,2 % |
| Broadway Wealth Solutions, Inc. | 350.040 $ | +83.152 $ | +31,2 % | 266.888 $ | ||||||||
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 349.619 $ | +21.075 $ | +6,4 % | 328.544 $ | +258 $ | +0,1 % | 328.286 $ | -10.186 $ | -3,0 % | 338.472 $ | +29.959 $ | +9,7 % |
| Atlas Wealth LLC | 347.415 $ | |||||||||||
| Vontobel Holding Ltd. | 214.043 $ | -28.636 $ | -11,8 % | 242.679 $ | -104.311 $ | -30,1 % | 346.990 $ | +1.645 $ | +0,5 % | 345.345 $ | +105.520 $ | +44,0 % |
| Echo45 Advisors LLC | 345.853 $ | +46.098 $ | +15,4 % | 299.755 $ | -13.495 $ | -4,3 % | 313.250 $ | |||||
| CLARIS ADVISORS, LLC / MO / | 345.094 $ | +46.781 $ | +15,7 % | 298.313 $ | -12.554 $ | -4,0 % | 310.867 $ | +30.139 $ | +10,7 % | 280.728 $ | +0 $ | +0,0 % |
| OneAscent Investment Solutions LLC | 345.029 $ | |||||||||||
| Simmons Bank | 344.464 $ | +35.997 $ | +11,7 % | 308.467 $ | +7.089 $ | +2,4 % | 301.378 $ | +10.079 $ | +3,5 % | 291.299 $ | +19.494 $ | +7,2 % |
| O'Dell Group, LLC | 344.139 $ | |||||||||||
| Forum Finance Group S.A. | 344.000 $ | +186.000 $ | +117,7 % | 158.000 $ | ||||||||
| WILLIAM JOHN SEMPOLINSKI | 343.102 $ | |||||||||||
| Atlanta Consulting Group Advisors, LLC | 342.722 $ | |||||||||||
| Security National Bank | 342.711 $ | +34.645 $ | +11,2 % | 308.066 $ | +58.074 $ | +23,2 % | 249.992 $ | -15.122 $ | -5,7 % | 265.114 $ | +35.296 $ | +15,4 % |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 342.468 $ | +46.224 $ | +15,6 % | 296.244 $ | +1.404 $ | +0,5 % | 294.840 $ | +8.640 $ | +3,0 % | |||
| Midwest Heritage Bank, FSB | 335.073 $ | -6.172 $ | -1,8 % | 341.245 $ | +3.709 $ | +1,1 % | ||||||
| Stash Investments, LLC | 339.969 $ | |||||||||||
| Bluesphere Advisors LLC | 339.122 $ | +43.672 $ | +14,8 % | 295.450 $ | ||||||||
| Cypress Capital Management LLC (WY) | 337.796 $ | +77.490 $ | +29,8 % | 260.306 $ | -25.348 $ | -8,9 % | 285.654 $ | -9.103 $ | -3,1 % | 294.757 $ | +24.050 $ | +8,9 % |
| ATLANTIC FAMILY WEALTH, LLC | 290.876 $ | -46.236 $ | -13,7 % | 337.112 $ | ||||||||
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 336.175 $ | |||||||||||
| Trust Co of the South | 335.693 $ | +46.723 $ | +16,2 % | 288.970 $ | -34.620 $ | -10,7 % | 323.590 $ | +7.043 $ | +2,2 % | 316.547 $ | +26.784 $ | +9,2 % |
| Interchange Capital Partners, LLC | 241.549 $ | -94.023 $ | -28,0 % | 335.572 $ | +134.776 $ | +67,1 % | 200.796 $ | |||||
| Global Wealth Management Investment Advisory, Inc. | 225.380 $ | -109.631 $ | -32,7 % | 335.011 $ | ||||||||
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 334.897 $ | +43.929 $ | +15,1 % | 290.968 $ | -13.653 $ | -4,5 % | 304.621 $ | |||||
| DB Fitzpatrick & Co, Inc | 334.597 $ | +50.460 $ | +17,8 % | 284.137 $ | +5.692 $ | +2,0 % | 278.445 $ | +14.097 $ | +5,3 % | 264.348 $ | +27.265 $ | +11,5 % |
| 6th Street Advisors, LLC | 334.287 $ | +24.267 $ | +7,8 % | 310.020 $ | ||||||||
| Family Office Research LLC | 334.021 $ | |||||||||||
| Olde Wealth Management, LLC | 334.000 $ | |||||||||||
| Beacon Financial Strategies CORP | 264.782 $ | +53.717 $ | +25,5 % | 211.065 $ | -121.625 $ | -36,6 % | 332.690 $ | +128.466 $ | +62,9 % | 204.224 $ | ||
| Evelyn Partners Asset Management Ltd | 330.443 $ | -803 $ | -0,2 % | 331.246 $ | +6.472 $ | +2,0 % | 324.774 $ | +26.871 $ | +9,0 % | |||
| Conrad Siegel Investment Advisors, Inc. | 331.156 $ | |||||||||||
| McElhenny Sheffield Capital Management, LLC | 330.577 $ | +10.738 $ | +3,4 % | 319.839 $ | +21.538 $ | +7,2 % | 298.301 $ | +17.793 $ | +6,3 % | 280.508 $ | +1.860 $ | +0,7 % |
| Arcadia Wealth Management, LLC | 298.600 $ | +35.130 $ | +13,3 % | 263.470 $ | -66.552 $ | -20,2 % | 330.022 $ | |||||
| Powell Investment Advisors, LLC | 329.097 $ | +71.044 $ | +27,5 % | 258.053 $ | +1.164 $ | +0,5 % | 256.889 $ | -186 $ | -0,1 % | 257.075 $ | ||
| IronBridge Private Wealth, LLC | 328.799 $ | +35.016 $ | +11,9 % | 293.783 $ | +17.449 $ | +6,3 % | 276.334 $ | +0 $ | +0,0 % | 276.334 $ | +14.007 $ | +5,3 % |
| BURNS J W & CO INC/NY | 323.820 $ | -1.260 $ | -0,4 % | 325.080 $ | -2.100 $ | -0,6 % | 327.180 $ | -1.400 $ | -0,4 % | 328.580 $ | +3.220 $ | +1,0 % |
| REAP Financial Group, LLC | 328.075 $ | +197.682 $ | +151,6 % | 130.393 $ | -160.950 $ | -55,2 % | 291.343 $ | +85.142 $ | +41,3 % | 206.201 $ | +137.633 $ | +200,7 % |
| Riverstone Advisors, LLC | 327.041 $ | +45.522 $ | +16,2 % | 281.519 $ | -33.724 $ | -10,7 % | 315.243 $ | +10.183 $ | +3,3 % | 305.060 $ | +25.812 $ | +9,2 % |
| BROWN, LISLE/CUMMINGS, INC. | 326.475 $ | +41.514 $ | +14,6 % | 284.961 $ | +1.736 $ | +0,6 % | 283.225 $ | +3.445 $ | +1,2 % | |||
| MN Wealth Advisors, LLC | 309.340 $ | +3.844 $ | +1,3 % | 305.496 $ | -3.869 $ | -1,3 % | 309.365 $ | -16.829 $ | -5,2 % | 326.194 $ | +8.897 $ | +2,8 % |
| GRANDFIELD & DODD, LLC | 325.481 $ | +30.205 $ | +10,2 % | 295.276 $ | -18.933 $ | -6,0 % | 314.209 $ | +5.252 $ | +1,7 % | 308.957 $ | +17.230 $ | +5,9 % |
| Schiavi & Co LLC | 318.398 $ | -1.321 $ | -0,4 % | 319.719 $ | +1.442 $ | +0,5 % | 318.277 $ | -6.417 $ | -2,0 % | 324.694 $ | +4.134 $ | +1,3 % |
| WINNACLE WEALTH LLC | 323.945 $ | +115.703 $ | +55,6 % | 208.242 $ | +201.632 $ | +3.050,4 % | 6.610 $ | +2.320 $ | +54,1 % | 4.290 $ | -2.859.936 $ | -99,9 % |
| VestGen Investment Management | 288.620 $ | -34.579 $ | -10,7 % | 323.199 $ | +7.035 $ | +2,2 % | 316.164 $ | +26.751 $ | +9,2 % | |||
| Fruth Investment Management | 238.000 $ | -1.000 $ | -0,4 % | 239.000 $ | -78.000 $ | -24,6 % | 317.000 $ | -6.000 $ | -1,9 % | 323.000 $ | -63.000 $ | -16,3 % |
| Centerpoint Advisory Group | 322.110 $ | +10.463 $ | +3,4 % | 311.647 $ | +33.014 $ | +11,8 % | 278.633 $ | +1.318 $ | +0,5 % | 277.315 $ | -70.499 $ | -20,3 % |
| Thrive Capital Management, LLC | 320.586 $ | +33.764 $ | +11,8 % | 286.822 $ | +38.773 $ | +15,6 % | 248.049 $ | -7.307 $ | -2,9 % | 255.356 $ | +20.167 $ | +8,6 % |
| AAFMAA Wealth Management & Trust LLC | 319.751 $ | +62.393 $ | +24,2 % | 257.358 $ | +5.310 $ | +2,1 % | 252.048 $ | |||||
| Clarendon Private LLC | 318.333 $ | +12.756 $ | +4,2 % | 305.577 $ | +34.642 $ | +12,8 % | 270.935 $ | +3.363 $ | +1,3 % | 267.572 $ | +9.759 $ | +3,8 % |
| Godshalk Welsh Capital Management, Inc. | 317.944 $ | +62.040 $ | +24,2 % | 255.904 $ | +5.280 $ | +2,1 % | 250.624 $ | +5.104 $ | +2,1 % | 245.520 $ | +22.880 $ | +10,3 % |
| Legacy Wealth Partners, LLC | 317.455 $ | +41.543 $ | +15,1 % | 275.912 $ | -13.667 $ | -4,7 % | 289.579 $ | |||||
| Stephens Consulting, LLC | 315.585 $ | +532 $ | +0,2 % | 315.053 $ | -32.442 $ | -9,3 % | ||||||
| Riggs Asset Managment Co. Inc. | 315.048 $ | +312.794 $ | +13.877,3 % | |||||||||
| Empire Financial Management Company, LLC | 314.499 $ | +13.866 $ | +4,6 % | 300.633 $ | +29.790 $ | +11,0 % | 270.843 $ | -11.684 $ | -4,1 % | 282.527 $ | +2.634 $ | +0,9 % |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 314.382 $ | +6.562 $ | +2,1 % | 307.820 $ | +35.906 $ | +13,2 % | 271.914 $ | -312 $ | -0,1 % | 272.226 $ | -16.845 $ | -5,8 % |
| Henderson Brothers Financial Partners, LLC | 312.728 $ | |||||||||||
| Columbia Asset Management | 310.323 $ | +36.266 $ | +13,2 % | 274.057 $ | +31.902 $ | +13,2 % | 242.155 $ | |||||
| Mowery & Schoenfeld Wealth Management, LLC | 309.590 $ | +147.570 $ | +91,1 % | 162.020 $ | +5.463 $ | +3,5 % | 156.557 $ | +4.695 $ | +3,1 % | 151.862 $ | +7.497 $ | +5,2 % |
| WESPAC Advisors SoCal, LLC | 287.768 $ | +9.347 $ | +3,4 % | 278.421 $ | -31.154 $ | -10,1 % | 309.575 $ | +61.827 $ | +25,0 % | 247.748 $ | +7.260 $ | +3,0 % |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 309.199 $ | +6.410 $ | +2,1 % | 302.789 $ | +21.682 $ | +7,7 % | ||||||
| WealthCare Asset Management, LLC | 309.186 $ | |||||||||||
| LEUTHOLD GROUP, LLC | 309.174 $ | +26.310 $ | +9,3 % | 282.864 $ | +21.505 $ | +8,2 % | 261.359 $ | +13.007 $ | +5,2 % | 248.352 $ | -194.308 $ | -43,9 % |
| Outbound Financial Inc | 263.134 $ | -44.096 $ | -14,4 % | 307.230 $ | +22.162 $ | +7,8 % | ||||||
| Main Management LLC | 315 $ | +41 $ | +15,0 % | 274 $ | -306.726 $ | -99,9 % | 307.000 $ | +306.681 $ | +96.138,2 % | 319 $ | +23 $ | +7,8 % |
| Councilmark Asset Management, LLC | 304.080 $ | +40.530 $ | +15,4 % | 263.550 $ | -11.865 $ | -4,3 % | 275.415 $ | +5.460 $ | +2,0 % | 269.955 $ | -46.746 $ | -14,8 % |
| Cairn Investment Group, Inc. | 301.000 $ | |||||||||||
| High Falls Advisors, Inc | 221.541 $ | -79.249 $ | -26,3 % | 300.790 $ | -5.709 $ | -1,9 % | ||||||
| Kesler, Norman & Wride, LLC | 300.774 $ | +4.324 $ | +1,5 % | 296.450 $ | +64.533 $ | +27,8 % | 231.917 $ | |||||
| Capital Wealth Planning, LLC | 300.657 $ | +43.078 $ | +16,7 % | 257.579 $ | -1.188 $ | -0,5 % | 258.767 $ | +3.243 $ | +1,3 % | 255.524 $ | +23.075 $ | +9,9 % |
| WJ Interests, LLC | 299.630 $ | +8.040 $ | +2,8 % | 291.590 $ | -4.710 $ | -1,6 % | 296.300 $ | -3.477 $ | -1,2 % | 299.777 $ | +2.131 $ | +0,7 % |
| Anchor Bay Capital, Inc. | 299.660 $ | |||||||||||
| Marathon Strategic Advisors, LLC | 299.493 $ | +31.896 $ | +11,9 % | 267.597 $ | +632 $ | +0,2 % | 266.965 $ | +8.440 $ | +3,3 % | 258.525 $ | -168.779 $ | -39,5 % |
| Quantbot Technologies LP | 299.103 $ | +276.307 $ | +1.212,1 % | 22.796 $ | ||||||||
| RAM Investment Partners, LLC | 298.689 $ | +32.542 $ | +12,2 % | 266.147 $ | -6.966 $ | -2,6 % | 273.113 $ | +5.785 $ | +2,2 % | 267.328 $ | +19.283 $ | +7,8 % |
| Van Diest Capital, LLC | 298.549 $ | |||||||||||
| Tulsa Wealth Advisors, INC | 298.321 $ | +92.823 $ | +45,2 % | 205.498 $ | ||||||||
| Quantum Financial Planning Services, Inc. | 297.856 $ | +40.277 $ | +15,6 % | 257.579 $ | -10.734 $ | -4,0 % | 268.313 $ | +6.140 $ | +2,3 % | 262.173 $ | +19.874 $ | +8,2 % |
| Matisse Capital | 295.973 $ | +36.645 $ | +14,1 % | 259.328 $ | +7.568 $ | +3,0 % | 251.760 $ | +4.251 $ | +1,7 % | 247.509 $ | +12.244 $ | +5,2 % |
| Nordwand Advisors, LLC | 295.392 $ | +39.372 $ | +15,4 % | 256.020 $ | -11.526 $ | -4,3 % | 267.546 $ | +5.304 $ | +2,0 % | 262.242 $ | +19.176 $ | +7,9 % |
| VIMA LLC | 295.209 $ | |||||||||||
| YARGER WEALTH STRATEGIES, LLC | 294.444 $ | |||||||||||
| HFG Advisors, Inc. | 294.021 $ | +8.616 $ | +3,0 % | |||||||||
| Alpha Financial Partners LLC | 290.851 $ | |||||||||||
| Roxbury Financial LLC | 289.514 $ | +35.978 $ | +14,2 % | 253.536 $ | -2.156 $ | -0,8 % | 255.692 $ | -15.078 $ | -5,6 % | 270.770 $ | +20.877 $ | +8,4 % |
| BRIAN LOW FINANCIAL GROUP, LLC | 286.093 $ | +35.433 $ | +14,1 % | 250.660 $ | -1.924 $ | -0,8 % | 252.584 $ | +4.265 $ | +1,7 % | 248.319 $ | +12.284 $ | +5,2 % |
| Hunter Perkins Capital Management, LLC | 285.000 $ | +9.000 $ | +3,3 % | 276.000 $ | ||||||||
| Paragon Capital Management LLC | 230.820 $ | -53.987 $ | -19,0 % | 284.807 $ | +4.450 $ | +1,6 % | 280.357 $ | +23.452 $ | +9,1 % | |||
| Wealth Alliance Advisory Group, LLC | 284.344 $ | +27.736 $ | +10,8 % | 256.608 $ | +27.183 $ | +11,8 % | 229.425 $ | +1.088 $ | +0,5 % | 228.337 $ | +6.691 $ | +3,0 % |
| W1M Asset Management Ltd | 284.045 $ | +58.501 $ | +25,9 % | 225.544 $ | -41.988 $ | -15,7 % | 267.532 $ | |||||
| E&G Advisors, LLC | 283.819 $ | +29.660 $ | +11,7 % | 254.159 $ | +5.841 $ | +2,4 % | 248.318 $ | +8.304 $ | +3,5 % | 240.014 $ | +16.062 $ | +7,2 % |
| Noble Wealth Management PBC | 237.784 $ | -17.222 $ | -6,8 % | 255.006 $ | -28.597 $ | -10,1 % | 283.603 $ | +8.059 $ | +2,9 % | 275.544 $ | ||
| MTM Investment Management, LLC | 282.378 $ | +67.415 $ | +31,4 % | 214.963 $ | -18.107 $ | -7,8 % | 233.070 $ | +4.558 $ | +2,0 % | 228.512 $ | +13.070 $ | +6,1 % |
| Strategic Financial Partners, Ltd. | 282.077 $ | +4.120 $ | +1,5 % | 277.957 $ | +10.698 $ | +4,0 % | ||||||
| Black Swift Group, LLC | 281.881 $ | +36.301 $ | +14,8 % | 245.580 $ | -12.164 $ | -4,7 % | 257.744 $ | +5.459 $ | +2,2 % | 252.285 $ | +18.199 $ | +7,8 % |
| ROBERTS GLORE & CO INC /IL/ | 280.158 $ | +9.100 $ | +3,4 % | 271.058 $ | +28.714 $ | +11,8 % | 242.344 $ | +1.148 $ | +0,5 % | 241.196 $ | +7.068 $ | +3,0 % |
| Navigoe, LLC | 280.000 $ | +29.000 $ | +11,6 % | 251.000 $ | +16.000 $ | +6,8 % | 235.000 $ | +1.000 $ | +0,4 % | 234.000 $ | ||
| Richard Young Associates, Ltd. | 253.979 $ | +33.852 $ | +15,4 % | 220.127 $ | -59.485 $ | -21,3 % | 279.612 $ | |||||
| LEGACY SOLUTIONS, LLC | 278.764 $ | +40.916 $ | +17,2 % | 237.848 $ | +2.358 $ | +1,0 % | 235.490 $ | +3.856 $ | +1,7 % | 231.634 $ | -346.068 $ | -59,9 % |
| Sharp Wealth Advisory, LLC | 278.524 $ | |||||||||||
| von Borstel & Associates, Inc. | 278.000 $ | |||||||||||
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 275.530 $ | -1.879 $ | -0,7 % | 277.409 $ | ||||||||
| Gallagher Capital Advisors, LLC | 277.201 $ | |||||||||||
| Clientfirst Wealth Management, LLC | 275.877 $ | +8.961 $ | +3,4 % | 266.916 $ | +28.275 $ | +11,8 % | 238.641 $ | +1.131 $ | +0,5 % | 237.510 $ | +6.960 $ | +3,0 % |
| Warner Group LLC | 275.732 $ | |||||||||||
| Red Spruce Capital, LLC | 275.323 $ | +36.697 $ | +15,4 % | 238.626 $ | -10.743 $ | -4,3 % | 249.369 $ | +4.944 $ | +2,0 % | 244.425 $ | +17.873 $ | +7,9 % |
| CarsonAllaria Wealth Management, Ltd. | 274.270 $ | +273.817 $ | +60.445,3 % | |||||||||
| PBMares Wealth Management LLC | 274.207 $ | +225 $ | +0,1 % | |||||||||
| Wayfinding Financial, LLC | 274.000 $ | +6.000 $ | +2,2 % | 268.000 $ | +15.000 $ | +5,9 % | ||||||
| Fairvoy Private Wealth, LLC | 269.073 $ | -4.310 $ | -1,6 % | 273.383 $ | +30.840 $ | +12,7 % | ||||||
| Clifford Group, LLC | 242.426 $ | -30.478 $ | -11,2 % | 272.904 $ | +38.167 $ | +16,3 % | ||||||
| QUANTUM FINANCIAL PARTNERS LLC | 272.624 $ | |||||||||||
| Howard Capital Management Group, LLC | 271.757 $ | +34.997 $ | +14,8 % | 236.760 $ | -11.727 $ | -4,7 % | 248.487 $ | +5.263 $ | +2,2 % | 243.224 $ | +17.545 $ | +7,8 % |
| NFSG Corp | 271.187 $ | +43.681 $ | +19,2 % | 227.506 $ | +80.337 $ | +54,6 % | 147.169 $ | +22.607 $ | +18,1 % | 124.562 $ | -13.573 $ | -9,8 % |
| Alpine Bank Wealth Management | 266.110 $ | +62.518 $ | +30,7 % | 203.592 $ | -67.197 $ | -24,8 % | 270.789 $ | +57.418 $ | +26,9 % | |||
| Cove Private Wealth, LLC | 270.720 $ | |||||||||||
| Jeter Robert S II | 270.244 $ | +8.862 $ | +3,4 % | 261.382 $ | ||||||||
| Fjell Capital, LLC | 269.842 $ | -1.412.175 $ | -84,0 % | |||||||||
| Birch Hill Investment Advisors LLC | 269.535 $ | +8.755 $ | +3,4 % | 260.780 $ | +27.625 $ | +11,8 % | 233.155 $ | |||||
| VPR Management LLC | 265.000 $ | -1.100 $ | -0,4 % | 266.100 $ | +1.200 $ | +0,5 % | 264.900 $ | -4.600 $ | -1,7 % | 269.500 $ | +2.700 $ | +1,0 % |
| Arvest Bank Trust Division | 268.124 $ | +7.689 $ | +3,0 % | 260.435 $ | +52.516 $ | +25,3 % | 207.919 $ | +1.559 $ | +0,8 % | 206.360 $ | ||
| JAG CAPITAL MANAGEMENT, LLC | 268.067 $ | +9.295 $ | +3,6 % | 258.772 $ | ||||||||
| Stone House Investment Management, LLC | 267.899 $ | +19.823 $ | +8,0 % | 248.076 $ | +117.594 $ | +90,1 % | 130.482 $ | |||||
| Cannon Advisors, Inc. | 264.554 $ | |||||||||||
| Geneva Partners, LLC | 263.552 $ | |||||||||||
| RICHARDSON FINANCIAL SERVICES INC. | 263.219 $ | +53.480 $ | +25,5 % | 209.739 $ | -5.375 $ | -2,5 % | 215.114 $ | -40.807 $ | -15,9 % | 255.921 $ | +5.287 $ | +2,1 % |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 242.009 $ | -20.219 $ | -7,7 % | 262.228 $ | -45.926 $ | -14,9 % | ||||||
| X-Square Capital, LLC | 262.000 $ | |||||||||||
| LEE DANNER & BASS INC | 261.515 $ | +33.498 $ | +14,7 % | 228.017 $ | -11.294 $ | -4,7 % | 239.311 $ | +5.069 $ | +2,2 % | 234.242 $ | +16.897 $ | +7,8 % |
| SPINNAKER TRUST | 261.219 $ | +34.264 $ | +15,1 % | 226.955 $ | -10.648 $ | -4,5 % | 237.603 $ | +4.926 $ | +2,1 % | 232.677 $ | +16.661 $ | +7,7 % |
| Raleigh Capital Management Inc. | 259.776 $ | +58.627 $ | +29,1 % | 201.149 $ | +9.454 $ | +4,9 % | 191.695 $ | -19.172 $ | -9,1 % | 210.867 $ | +22.653 $ | +12,0 % |
| Davies Financial Advisors, Inc. | 259.409 $ | +20.641 $ | +8,6 % | |||||||||
| Bedminster, LLC | 244.230 $ | -14.216 $ | -5,5 % | 258.446 $ | +14.861 $ | +6,1 % | 243.585 $ | |||||
| RW Investment Management LLC | 257.631 $ | +33.178 $ | +14,8 % | 224.453 $ | ||||||||
| PROMETHIUM ADVISORS,LLC | 257.556 $ | -69.495 $ | -21,2 % | |||||||||
| Aurelius Family Office LLC | 256.913 $ | +7.368 $ | +3,0 % | 249.545 $ | -2.694 $ | -1,1 % | 252.239 $ | +5.211 $ | +2,1 % | 247.028 $ | +10.866 $ | +4,6 % |
| MKT Advisors LLC | 256.298 $ | +30.332 $ | +13,4 % | 225.966 $ | -10.168 $ | -4,3 % | 236.134 $ | +6.344 $ | +2,8 % | 229.790 $ | +17.208 $ | +8,1 % |
| Magnolia Wealth Management, LLC | 256.256 $ | |||||||||||
| Mustard Seed Financial, LLC | 255.903 $ | |||||||||||
| Babb Wealth Advisors LLC | 255.377 $ | +18.674 $ | +7,9 % | |||||||||
| Farringdon Capital, Ltd. | 223.920 $ | -31.322 $ | -12,3 % | 255.242 $ | ||||||||
| Randolph Co Inc | 255.224 $ | +34.018 $ | +15,4 % | 221.206 $ | +4.966 $ | +2,3 % | 216.240 $ | -10.342 $ | -4,6 % | 226.582 $ | ||
| Capital Investment Services of America, Inc. | 255.166 $ | +32.860 $ | +14,8 % | 222.306 $ | -11.011 $ | -4,7 % | 233.317 $ | +4.942 $ | +2,2 % | 228.375 $ | +16.473 $ | +7,8 % |
| Stephenson & Company, Inc. | 255.034 $ | +27.161 $ | +11,9 % | 227.873 $ | +6.537 $ | +3,0 % | 221.336 $ | +6.997 $ | +3,3 % | 214.339 $ | +10.864 $ | +5,3 % |
| Wealth Advisors Northwest LLC | 254.223 $ | +12.886 $ | +5,3 % | |||||||||
| Bellecapital International Ltd. | 253.328 $ | |||||||||||
| CAPE ANN SAVINGS BANK | 250.826 $ | +8.147 $ | +3,4 % | 242.679 $ | ||||||||
| CORA CAPITAL ADVISORS LLC | 250.619 $ | +43.272 $ | +20,9 % | 207.347 $ | ||||||||
| ZEGA Investments, LLC | 250.591 $ | -2.730.409 $ | -91,6 % | |||||||||
| ADIRONDACK TRUST CO | 250.382 $ | +30.830 $ | +14,0 % | 219.552 $ | +6.102 $ | +2,9 % | 213.450 $ | +59.797 $ | +38,9 % | 153.653 $ | +76.832 $ | +100,0 % |
| Providence Financial Advisors, LLC | 250.122 $ | +3.576 $ | +1,5 % | 246.546 $ | ||||||||
| Ruggiero Investments, Inc. | 249.777 $ | +7.165 $ | +3,0 % | 242.612 $ | ||||||||
| Price Financial Group Wealth Management, Inc | 243.723 $ | -5.944 $ | -2,4 % | 249.667 $ | +16.157 $ | +6,9 % | 233.510 $ | |||||
| Greenfield Seitz Capital Management, LLC | 220.003 $ | -29.492 $ | -11,8 % | 249.495 $ | +39.285 $ | +18,7 % | 210.210 $ | -88.606 $ | -29,7 % | |||
| BLALOCK WILLIAMS, LLC | 248.585 $ | |||||||||||
| Riverwater Partners LLC | 237.471 $ | -10.691 $ | -4,3 % | 248.162 $ | +4.920 $ | +2,0 % | 243.242 $ | +17.786 $ | +7,9 % | |||
| Rodgers & Associates, LTD | 228.352 $ | -11.992 $ | -5,0 % | 240.344 $ | -7.533 $ | -3,0 % | 247.877 $ | +35.228 $ | +16,6 % | |||
| Tanager Wealth Management LLP | 247.810 $ | +34.491 $ | +16,2 % | 213.319 $ | -25.557 $ | -10,7 % | 238.876 $ | |||||
| First National Bank of Hutchinson | 247.238 $ | |||||||||||
| Rare Wolf Capital LLC | 247.212 $ | +31.836 $ | +14,8 % | 215.376 $ | -10.668 $ | -4,7 % | 226.044 $ | |||||
| Avos Capital Management, LLC | 246.870 $ | +1.170 $ | +0,5 % | 245.700 $ | +7.200 $ | +3,0 % | ||||||
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 245.935 $ | +27.506 $ | +12,6 % | 218.429 $ | +6.266 $ | +3,0 % | 212.163 $ | |||||
| Alpine Global Management, LLC | 244.712 $ | |||||||||||
| Stablepoint Partners, LLC | 242.824 $ | -1.308 $ | -0,5 % | 244.132 $ | ||||||||
| Xena Financial Planning, LLC | 231.788 $ | +5.233 $ | +2,3 % | 226.555 $ | -17.523 $ | -7,2 % | 244.078 $ | |||||
| DECISION INVESTMENTS, INC | 243.648 $ | +33.912 $ | +16,2 % | 209.736 $ | -25.128 $ | -10,7 % | 234.864 $ | |||||
| Bucket List Wealth Management, LLC | 243.544 $ | +33.016 $ | +15,7 % | 210.528 $ | -8.860 $ | -4,0 % | 219.388 $ | |||||
| Wealth Watch Advisors, INC | 13 $ | -495 $ | -97,4 % | 508 $ | -107.251 $ | -99,5 % | 107.759 $ | -135.524 $ | -55,7 % | 243.283 $ | ||
| Greenline Wealth Management LLC | 242.876 $ | +206.092 $ | +560,3 % | 36.784 $ | ||||||||
| Private Wealth Group, LLC | 242.867 $ | |||||||||||
| Evensky & Katz LLC | 242.785 $ | +26.771 $ | +12,4 % | 216.014 $ | -12.916 $ | -5,6 % | 228.930 $ | -1.118 $ | -0,5 % | 230.048 $ | +9.087 $ | +4,1 % |
| Wellington Shields Capital Management, LLC | 242.700 $ | |||||||||||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 242.341 $ | |||||||||||
| Lesa Sroufe & Co | 230.000 $ | +28.000 $ | +13,9 % | 202.000 $ | -40.000 $ | -16,5 % | 242.000 $ | +4.000 $ | +1,7 % | |||
| Jackson Wealth Management, LLC | 230.000 $ | -11.000 $ | -4,6 % | 241.000 $ | +5.000 $ | +2,1 % | 236.000 $ | +17.000 $ | +7,8 % | |||
| Midwest Financial Partners Investments, Inc. | 240.554 $ | |||||||||||
| TECTONIC ADVISORS LLC | 240.156 $ | +39.092 $ | +19,4 % | 201.064 $ | ||||||||
| MEYER HANDELMAN CO | 240.129 $ | +33.423 $ | +16,2 % | 206.706 $ | -24.766 $ | -10,7 % | 231.472 $ | +5.039 $ | +2,2 % | 226.433 $ | ||
| INGALLS & SNYDER LLC | 240.000 $ | +33.000 $ | +15,9 % | 207.000 $ | -25.000 $ | -10,8 % | 232.000 $ | +5.000 $ | +2,2 % | 227.000 $ | +20.000 $ | +9,7 % |
| Capital Asset Managemnet, LLC | 238.341 $ | +2.761 $ | +1,2 % | 235.580 $ | ||||||||
| YOUSIF CAPITAL MANAGEMENT, LLC | 238.173 $ | |||||||||||
| Constant Guidance Financial LLC | 227.212 $ | -10.824 $ | -4,5 % | 238.036 $ | ||||||||
| Approach Retirement Advisors, LLC | 237.825 $ | +7.725 $ | +3,4 % | 230.100 $ | +24.375 $ | +11,8 % | 205.725 $ | |||||
| Goodwin Investment Advisory | 221.010 $ | -6.160 $ | -2,7 % | 227.170 $ | +23.435 $ | +11,5 % | 203.735 $ | -33.506 $ | -14,1 % | 237.241 $ | ||
| NI ACQUISITIONS COMPANY, LLC | 236.308 $ | |||||||||||
| DIVIDEND ASSETS CAPITAL, LLC | 225.900 $ | -10.170 $ | -4,3 % | 236.070 $ | +4.680 $ | +2,0 % | 231.390 $ | +16.920 $ | +7,9 % | |||
| DEFINE FINANCIAL, LLC | 235.912 $ | +20.332 $ | +9,4 % | 215.580 $ | +4.898 $ | +2,3 % | 210.682 $ | |||||
| Sunbeam Capital Management, LLC | 235.714 $ | +30.897 $ | +15,1 % | 204.817 $ | ||||||||
| Purus Wealth Management, LLC | 235.194 $ | |||||||||||
| Shum Financial Group, Inc. | 234.676 $ | |||||||||||
| RMR Capital Management, LLC | 234.228 $ | +31.219 $ | +15,4 % | 203.009 $ | -9.139 $ | -4,3 % | 212.148 $ | +4.206 $ | +2,0 % | 207.942 $ | ||
| Trinity Wealth Management, LLC | 233.590 $ | +29.068 $ | +14,2 % | 204.522 $ | ||||||||
| Foundry Financial LLC | 233.566 $ | +24.408 $ | +11,7 % | 209.158 $ | ||||||||
| Highland Investment Advisors LLC | 233.229 $ | |||||||||||
| Northstar Advisory Group, LLC | 230.398 $ | -608 $ | -0,3 % | 231.006 $ | -1.635 $ | -0,7 % | 232.641 $ | |||||
| WHALEROCK POINT PARTNERS, LLC | 232.064 $ | +21.184 $ | +10,0 % | 210.880 $ | +1.280 $ | +0,6 % | 209.600 $ | -3.968 $ | -1,9 % | 213.568 $ | ||
| National Philanthropic Trust | 231.767 $ | |||||||||||
| Tuttle Capital Management, LLC | 231.515 $ | |||||||||||
| Gouws Capital LLC | 231.143 $ | |||||||||||
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 230.790 $ | +29.721 $ | +14,8 % | 201.069 $ | -13.410 $ | -6,3 % | 214.479 $ | +7.450 $ | +3,6 % | 207.029 $ | ||
| AMJ Financial Wealth Management | 219.735 $ | +0 $ | +0,0 % | 219.735 $ | -10.884 $ | -4,7 % | 230.619 $ | +24.614 $ | +11,9 % | 206.005 $ | ||
| Griffith & Werner, Inc. | 230.000 $ | |||||||||||
| PEOPLES BANK /OH | 229.993 $ | +7.409 $ | +3,3 % | 222.584 $ | +22.317 $ | +11,1 % | 200.267 $ | -103.401 $ | -34,1 % | |||
| Financial Symmetry Inc | 229.574 $ | +10.344 $ | +4,7 % | 219.230 $ | ||||||||
| Truvestments Capital LLC | 228.724 $ | +227.574 $ | +19.789,0 % | 1.150 $ | -9.802 $ | -89,5 % | 10.952 $ | -69.589 $ | -86,4 % | 80.541 $ | +40.916 $ | +103,3 % |
| Permanent Capital Management, LP | 228.693 $ | |||||||||||
| LEVIN CAPITAL STRATEGIES, L.P. | 228.693 $ | |||||||||||
| Pinnacle Financial Group, LLC / IL | 227.780 $ | |||||||||||
| SmartHarvest Portfolios, LLC | 227.765 $ | |||||||||||
| OLD SECOND NATIONAL BANK OF AURORA | 227.307 $ | +30.297 $ | +15,4 % | 197.010 $ | -19.388 $ | -9,0 % | 216.398 $ | +4.290 $ | +2,0 % | 212.108 $ | +15.510 $ | +7,9 % |
| Boston Standard Wealth Management, LLC | 227.181 $ | |||||||||||
| Gibraltar Capital Management, Inc. | 209.019 $ | -8.372 $ | -3,9 % | 217.391 $ | -9.787 $ | -4,3 % | 227.178 $ | -185.605 $ | -45,0 % | |||
| BAR HARBOR WEALTH MANAGEMENT | 227.075 $ | |||||||||||
| Prasad Wealth Partners, LLC | 226.921 $ | +22.018 $ | +10,7 % | 204.903 $ | +4.426 $ | +2,2 % | 200.477 $ | |||||
| Mann Financial Group, Inc. | 226.575 $ | |||||||||||
| LPWM LLC | 226.078 $ | |||||||||||
| Trademark Financial Management, LLC | 226.072 $ | |||||||||||
| VIRTUE ASSET MANAGEMENT LLC | 226.052 $ | +22.701 $ | +11,2 % | 203.351 $ | -15.239 $ | -7,0 % | 218.590 $ | +3.419 $ | +1,6 % | 215.171 $ | ||
| Hobbs Group Advisors, LLC | 208.902 $ | +7.842 $ | +3,9 % | 201.060 $ | -24.448 $ | -10,8 % | 225.508 $ | -416.486 $ | -64,9 % | |||
| FELL CAPITAL MANAGEMENT /ADV | 224.812 $ | +20.522 $ | +10,0 % | 204.290 $ | +1.240 $ | +0,6 % | 203.050 $ | |||||
| JGP Wealth Management, LLC | 210.158 $ | -13.895 $ | -6,2 % | 224.053 $ | ||||||||
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 223.714 $ | |||||||||||
| Sage Capital Management, LLC | 223.572 $ | +7.068 $ | +3,3 % | 216.504 $ | ||||||||
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 223.429 $ | |||||||||||
| First Financial Bank - Trust Division | 223.289 $ | +14.053 $ | +6,7 % | 209.236 $ | ||||||||
| LMG Wealth Partners, LLC | 222.911 $ | +16.182 $ | +7,8 % | 206.729 $ | ||||||||
| TME FINANCIAL, INC. | 222.811 $ | |||||||||||
| GERMAN AMERICAN BANCORP, INC. | 221.960 $ | |||||||||||
| EPG Wealth Management LLC | 221.841 $ | |||||||||||
| Town Capital LLC | 221.645 $ | |||||||||||
| Accent Capital Management, LLC | 220.725 $ | +28.425 $ | +14,8 % | 192.300 $ | -9.525 $ | -4,7 % | 201.825 $ | +4.275 $ | +2,2 % | 197.550 $ | +14.250 $ | +7,8 % |
| Sandy Cove Advisors, LLC | 220.725 $ | +18.900 $ | +9,4 % | 201.825 $ | ||||||||
| Westhampton Capital, LLC | 220.702 $ | +7.169 $ | +3,4 % | 213.533 $ | ||||||||
| BUCKHEAD CAPITAL MANAGEMENT LLC | 220.385 $ | +7.159 $ | +3,4 % | 213.226 $ | ||||||||
| tru Independence LLC | 220.136 $ | |||||||||||
| Jacksonville Wealth Management, LLC | 219.930 $ | +18.832 $ | +9,4 % | 201.098 $ | ||||||||
| Houlihan Financial Resource Group, Ltd. | 219.864 $ | +18.636 $ | +9,3 % | 201.228 $ | ||||||||
| MOODY LYNN LIEBERSON & WALKER, LLC | 219.489 $ | +17.610 $ | +8,7 % | 201.879 $ | ||||||||
| Lavaca Capital LLC | 219.134 $ | +19.798 $ | +9,9 % | 199.336 $ | -19.115 $ | -8,8 % | 218.451 $ | +6.906 $ | +3,3 % | 211.545 $ | +10.722 $ | +5,3 % |
| TrustBank | 218.799 $ | +7.107 $ | +3,4 % | 211.692 $ | ||||||||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 218.482 $ | |||||||||||
| First National Advisers, LLC | 218.471 $ | +7.876 $ | +3,7 % | 210.595 $ | +4.584 $ | +2,2 % | 206.011 $ | |||||
| LongView Asset Management LLC | 218.097 $ | |||||||||||
| SOUTHERN CAPITAL ADVISORS, LLC | 217.740 $ | +15.806 $ | +7,8 % | 201.934 $ | ||||||||
| Mission Financial Group, LLC | 217.651 $ | |||||||||||
| JDH Wealth Management, LLC | 217.311 $ | |||||||||||
| Pine Harbor Wealth Management, LLC | 215.815 $ | +7.010 $ | +3,4 % | 208.805 $ | -135.560 $ | -39,4 % | ||||||
| PMG Family Office LLC | 215.660 $ | +7.005 $ | +3,4 % | 208.655 $ | ||||||||
| NORRIS PERNE & FRENCH LLP/MI | 215.438 $ | +6.998 $ | +3,4 % | 208.440 $ | ||||||||
| Rydar Equities, Inc. | 215.435 $ | |||||||||||
| Thayer Partners, LLC / MA | 214.846 $ | |||||||||||
| COOKSON PEIRCE & CO INC | 214.691 $ | |||||||||||
| Ballentine Capital Advisors, Inc | 213.508 $ | +5.527 $ | +2,7 % | 207.981 $ | -6.326 $ | -3,0 % | 214.307 $ | +12.899 $ | +6,4 % | |||
| Northwest Financial Advisors | 214.208 $ | |||||||||||
| Estate Planners Group, LLC | 213.632 $ | +148.605 $ | +228,5 % | 65.027 $ | ||||||||
| FLP Wealth Management, LLC | 210.065 $ | -3.435 $ | -1,6 % | 213.500 $ | ||||||||
| Beacon Bank & Trust | 213.220 $ | |||||||||||
| Red Wave Investments LLC | 212.886 $ | |||||||||||
| NORTHEAST INVESTMENT MANAGEMENT | 212.330 $ | +6.897 $ | +3,4 % | 205.433 $ | ||||||||
| Base Wealth Management LLC | 211.739 $ | -6.576.309 $ | -96,9 % | |||||||||
| MATAURO, LLC | 211.231 $ | |||||||||||
| Pacifica Partners Inc. | 209.565 $ | +15.021 $ | +7,7 % | 194.544 $ | -4.335 $ | -2,2 % | 198.879 $ | +1.440 $ | +0,7 % | 197.439 $ | +14 $ | +0,0 % |
| Investors Portfolio Services LLC | 209.461 $ | +28.236 $ | +15,6 % | 181.225 $ | -11.945 $ | -6,2 % | 193.170 $ | |||||
| Private Wealth Partners, LLC | 209.026 $ | |||||||||||
| 5th Street Advisors, LLC | 208.930 $ | |||||||||||
| Cannell & Spears LLC | 208.199 $ | -57 $ | -0,0 % | 208.256 $ | +7.586 $ | +3,8 % | 200.670 $ | |||||
| Variant Private Wealth, LLC | 208.237 $ | |||||||||||
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 207.716 $ | +5.989 $ | +3,0 % | 201.727 $ | ||||||||
| Allied Private Wealth LLC | 207.356 $ | |||||||||||
| Polymer Capital Management (HK) LTD | 206.115 $ | |||||||||||
| Zinnia Wealth Advisory, LLC | 205.856 $ | |||||||||||
| Riverbend Wealth Management, LLC | 205.499 $ | |||||||||||
| Rochester Wealth Strategies, LLC | 205.186 $ | |||||||||||
| First Bancorp, Inc /ME/ | 205.035 $ | |||||||||||
| Neumann Capital Management, LLC | 204.502 $ | |||||||||||
| Gray Private Wealth, LLC | 204.274 $ | |||||||||||
| Gibbs Wealth Management | 204.135 $ | -330.579 $ | -61,8 % | |||||||||
| Aventura Private Wealth, LLC | 203.808 $ | +6.494 $ | +3,3 % | 197.314 $ | +7.735 $ | +4,1 % | 189.579 $ | +35 $ | +0,0 % | 189.544 $ | +4.762 $ | +2,6 % |
| Berry Wealth Group, LP | 203.498 $ | |||||||||||
| Wealth Management Strategies, Inc. | 203.413 $ | |||||||||||
| CLEAR WAVE WEALTH MANAGEMENT LLC | 203.361 $ | |||||||||||
| Spectrum Financial Alliance Ltd LLC | 203.299 $ | |||||||||||
| BRAUN STACEY ASSOCIATES INC | 202.672 $ | |||||||||||
| Harborfront Financial Group LLC | 202.270 $ | |||||||||||
| Redwood Wealth Management Group, LLC | 202.020 $ | -2.030 $ | -1,0 % | |||||||||
| ACTION POINT FINANCIAL PLANNING, LLC | 201.422 $ | |||||||||||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 201.416 $ | |||||||||||
| Targeted Financial Services LLC | 201.370 $ | |||||||||||
| SwitchPoint Financial Planning, LLC | 201.102 $ | |||||||||||
| Wealth Advisors of Iowa, LLC | 200.471 $ | |||||||||||
| Bridgelight Financial Advisors, Inc. | 200.193 $ | |||||||||||
| Bahl & Gaynor LLC | 200.136 $ | |||||||||||
| Camelot Portfolios, LLC | 196.932 $ | -83.898 $ | -29,9 % | |||||||||
| Innovative Asset Advisors Group, LLC | 196.719 $ | +36.321 $ | +22,6 % | 160.398 $ | ||||||||
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 196.602 $ | |||||||||||
| Westfuller Advisors, LLC | 195.297 $ | +9.892 $ | +5,3 % | 185.405 $ | +12.224 $ | +7,1 % | 173.181 $ | +2.478 $ | +1,5 % | 170.703 $ | ||
| CITY HOLDING CO | 192.964 $ | +131.791 $ | +215,4 % | 61.173 $ | -7.308 $ | -10,7 % | 68.481 $ | +1.491 $ | +2,2 % | 66.990 $ | -16.243 $ | -19,5 % |
| BITTERROOT CAPITAL ADVISORS LLC | 190.368 $ | -1.025 $ | -0,5 % | 191.393 $ | -789 $ | -0,4 % | 192.182 $ | |||||
| Redwood Park Advisors LLC | 186.189 $ | +2.691 $ | +1,5 % | 183.498 $ | +11.073 $ | +6,4 % | 172.425 $ | +10.860 $ | +6,7 % | 161.565 $ | +3.426 $ | +2,2 % |
| Spectrum Wealth Advisory Group, LLC | 182.759 $ | |||||||||||
| Copia Wealth Management | 9.726 $ | -40 $ | -0,4 % | 9.766 $ | -172.803 $ | -94,7 % | 182.569 $ | +11.602 $ | +6,8 % | 170.967 $ | +8.381 $ | +5,2 % |
| Groupe la Francaise | 174.769 $ | |||||||||||
| Financial Network Wealth Advisors LLC | 174.424 $ | +19.640 $ | +12,7 % | 154.784 $ | +4.415 $ | +2,9 % | 150.369 $ | +5.554 $ | +3,8 % | 144.815 $ | +10.243 $ | +7,6 % |
| PEOPLES FINANCIAL SERVICES CORP. | 173.700 $ | +23.160 $ | +15,4 % | 150.540 $ | -6.780 $ | -4,3 % | 157.320 $ | +3.120 $ | +2,0 % | 154.200 $ | +11.280 $ | +7,9 % |
| Coastline Trust Co | 173.364 $ | +25.966 $ | +17,6 % | 147.398 $ | +135.054 $ | +1.094,1 % | 12.344 $ | +59 $ | +0,5 % | 12.285 $ | ||
| MB, LEVIS & ASSOCIATES, LLC | 173.108 $ | +20.594 $ | +13,5 % | 152.514 $ | -9.931 $ | -6,1 % | 162.445 $ | -1.269 $ | -0,8 % | 163.714 $ | -347.178 $ | -68,0 % |
| TCTC Holdings, LLC | 163.658 $ | +3.231 $ | +2,0 % | 160.427 $ | +11.736 $ | +7,9 % | ||||||
| Cornerstone National Bank & Trust Co | 159.329 $ | +124.989 $ | +364,0 % | 34.340 $ | +1.018 $ | +3,1 % | 33.322 $ | +679 $ | +2,1 % | 32.643 $ | -3.398 $ | -9,4 % |
| Burnham & Co LLC | 156.449 $ | |||||||||||
| Point Nemo Capital, LLC | 154.733 $ | |||||||||||
| Investment Research & Advisory Group, Inc. | 153.058 $ | +118.337 $ | +340,8 % | 34.721 $ | +231 $ | +0,7 % | 34.490 $ | +776 $ | +2,3 % | 33.714 $ | +15.789 $ | +88,1 % |
| SFAM, LLC | 136.206 $ | +14.356 $ | +11,8 % | 121.850 $ | -29.512 $ | -19,5 % | 151.362 $ | |||||
| Ascentis Wealth Management, LLC | 146.573 $ | +14.877 $ | +11,3 % | 131.696 $ | +2.317 $ | +1,8 % | 129.379 $ | +564 $ | +0,4 % | 128.815 $ | +9.222 $ | +7,7 % |
| Independence Bank of Kentucky | 105.542 $ | +5.330 $ | +5,3 % | 100.212 $ | -3.754 $ | -3,6 % | 103.966 $ | -42.405 $ | -29,0 % | 146.371 $ | +44.147 $ | +43,2 % |
| Abich Financial Wealth Management LLC | 145.285 $ | |||||||||||
| Avalon Trust Co | 54.144 $ | +7.536 $ | +16,2 % | 46.608 $ | -5.584 $ | -10,7 % | 52.192 $ | -92.230 $ | -63,9 % | 144.422 $ | +7.056 $ | +5,1 % |
| New Millennium Group LLC | 122.263 $ | -20.568 $ | -14,4 % | 142.831 $ | -3.404.537 $ | -96,0 % | ||||||
| Nemes Rush Group LLC | 142.535 $ | +10.835 $ | +8,2 % | 131.700 $ | +41.174 $ | +45,5 % | 90.526 $ | +24.014 $ | +36,1 % | 66.512 $ | +3.583 $ | +5,7 % |
| Cutler Capital Management, LLC | 139.680 $ | +7.080 $ | +5,3 % | |||||||||
| AlphaCentric Advisors LLC | 136.661 $ | +4.995 $ | +3,8 % | 131.666 $ | +15.825 $ | +13,7 % | 115.841 $ | |||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 136.194 $ | +4.425 $ | +3,4 % | 131.769 $ | +36.253 $ | +38,0 % | 95.516 $ | +2.036 $ | +2,2 % | 93.480 $ | +49.647 $ | +113,3 % |
| 1 NORTH WEALTH SERVICES LLC | 120.040 $ | -14.186 $ | -10,6 % | 134.226 $ | +24.813 $ | +22,7 % | 109.413 $ | +13.241 $ | +13,8 % | 96.172 $ | +2.313 $ | +2,5 % |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 132.759 $ | +3.808 $ | +3,0 % | 128.951 $ | ||||||||
| Wilkerson Advisory Group LLC | 129.577 $ | +10.866 $ | +9,2 % | 118.711 $ | -10.754 $ | -8,3 % | 129.465 $ | |||||
| Trask Adam Roland | 128.421 $ | |||||||||||
| Ameliora Wealth Management Ltd. | 126.840 $ | |||||||||||
| Parvin Asset Management, LLC | 123.326 $ | +7.829 $ | +6,8 % | 115.497 $ | +7.327 $ | +6,8 % | 108.170 $ | +3.537 $ | +3,4 % | 104.633 $ | +6.664 $ | +6,8 % |
| Hara Capital LLC | 116.603 $ | -5.921 $ | -4,8 % | 122.524 $ | +2.051 $ | +1,7 % | 120.473 $ | +7.595 $ | +6,7 % | 112.878 $ | -351 $ | -0,3 % |
| Prudent Man Investment Management, Inc. | 122.029 $ | +0 $ | +0,0 % | 122.029 $ | +2.991 $ | +2,5 % | 119.038 $ | +20.414 $ | +20,7 % | 98.624 $ | +0 $ | +0,0 % |
| Alexis Investment Partners, LLC | 121.256 $ | +2.568 $ | +2,2 % | 118.688 $ | ||||||||
| Byrne Asset Management LLC | 116.430 $ | +115.457 $ | +11.866,1 % | 973 $ | +28 $ | +3,0 % | 945 $ | +10 $ | +1,1 % | 935 $ | +75 $ | +8,7 % |
| EFG International AG | 116.115 $ | +105.670 $ | +1.011,7 % | 10.445 $ | ||||||||
| CNB Bank | 101.246 $ | -14.413 $ | -12,5 % | 115.659 $ | +7.577 $ | +7,0 % | 108.082 $ | +38.074 $ | +54,4 % | 70.008 $ | +1.399 $ | +2,0 % |
| City State Bank | 112.930 $ | +14.306 $ | +14,5 % | 98.624 $ | +1.743 $ | +1,8 % | 96.881 $ | +5.917 $ | +6,5 % | |||
| Winch Advisory Services, LLC | 110.193 $ | +14.638 $ | +15,3 % | 95.555 $ | +6.907 $ | +7,8 % | 88.648 $ | +8.097 $ | +10,1 % | 80.551 $ | +5.983 $ | +8,0 % |
| Tower View Wealth Management LLC | 109.498 $ | +30.114 $ | +37,9 % | 79.384 $ | -666 $ | -0,8 % | 80.050 $ | +1.693 $ | +2,2 % | 78.357 $ | -42.881 $ | -35,4 % |
| TopTier Wealth Management, LLC | 108.919 $ | |||||||||||
| Family Capital Trust Co | 105.766 $ | +9.940 $ | +10,4 % | 95.826 $ | +5.430 $ | +6,0 % | 90.396 $ | -6.643 $ | -6,8 % | 97.039 $ | +5.925 $ | +6,5 % |
| Mechanics Financial Corp | 105.323 $ | +3.086 $ | +3,0 % | |||||||||
| TOP Private Wealth LLC. | 103.431 $ | |||||||||||
| Measured Wealth Private Client Group, LLC | 60.969 $ | -10.592 $ | -14,8 % | 71.561 $ | -10.465 $ | -12,8 % | 82.026 $ | -20.874 $ | -20,3 % | 102.900 $ | ||
| Strengthening Families & Communities, LLC | 102.324 $ | +10.898 $ | +11,9 % | 91.426 $ | ||||||||
| Hughes Financial Services, LLC | 52.998 $ | +2.273 $ | +4,5 % | 50.725 $ | +4.417 $ | +9,5 % | 46.308 $ | -52.739 $ | -53,2 % | 99.047 $ | -2.254 $ | -2,2 % |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 76.000 $ | -21.000 $ | -21,6 % | 97.000 $ | +31.000 $ | +47,0 % | 66.000 $ | +4.000 $ | +6,5 % | |||
| Peck Wealth Management, LLC | 96.560 $ | |||||||||||
| Clean Yield Group | 5.866 $ | -90.508 $ | -93,9 % | 96.374 $ | +4.242 $ | +4,6 % | 92.132 $ | +74.372 $ | +418,8 % | |||
| Access Investment Management LLC | 96.240 $ | +2.760 $ | +3,0 % | 93.480 $ | +2.460 $ | +2,7 % | 91.020 $ | +0 $ | +0,0 % | 91.020 $ | +5.840 $ | +6,9 % |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 94.560 $ | +9.640 $ | +11,4 % | 84.920 $ | +631 $ | +0,7 % | 84.289 $ | |||||
| Hemington Wealth Management | 94.000 $ | +8.000 $ | +9,3 % | |||||||||
| Twin Lakes Capital Management, LLC | 93.485 $ | +3.746 $ | +4,2 % | 89.739 $ | ||||||||
| SUMMIT SECURITIES GROUP LLC | 6.342 $ | -86.920 $ | -93,2 % | 93.262 $ | +50.862 $ | +120,0 % | ||||||
| DEUTSCHE BANK AG\ | 92.752 $ | |||||||||||
| Westend Capital Management, LLC | 92.394 $ | +9.308 $ | +11,2 % | 83.086 $ | -6.410 $ | -7,2 % | 89.496 $ | +1.213 $ | +1,4 % | 88.283 $ | +10.668 $ | +13,7 % |
| VESTOR CAPITAL, LLC | 91.000 $ | |||||||||||
| CKW FINANCIAL GROUP | 90.000 $ | |||||||||||
| UNION SAVINGS BANK | 89.520 $ | +60.467 $ | +208,1 % | 29.053 $ | ||||||||
| Garner Asset Management Corp | 88.425 $ | |||||||||||
| Manchester Capital Management LLC | 75.839 $ | +17.713 $ | +30,5 % | 58.126 $ | -5.869 $ | -9,2 % | 63.995 $ | -22.566 $ | -26,1 % | 86.561 $ | +61.663 $ | +247,7 % |
| Longview Financial Advisors LLC | 84.905 $ | +11.817 $ | +16,2 % | 73.088 $ | -8.835 $ | -10,8 % | 81.923 $ | +1.782 $ | +2,2 % | 80.141 $ | ||
| Atlantic Private Wealth, LLC | 83.964 $ | +11.089 $ | +15,2 % | 72.875 $ | -3.061 $ | -4,0 % | 75.936 $ | +69.469 $ | +1.074,2 % | 6.467 $ | +373 $ | +6,1 % |
| Pillar Financial Advisors, LLC | 81.045 $ | +10.498 $ | +14,9 % | 70.547 $ | +912 $ | +1,3 % | 69.635 $ | +1.153 $ | +1,7 % | 68.482 $ | +4.338 $ | +6,8 % |
| Hickory Point Bank & Trust | 79.086 $ | +12.677 $ | +19,1 % | 66.409 $ | ||||||||
| Greykasell Wealth Strategies, Inc. | 77.675 $ | +7.868 $ | +11,3 % | 69.807 $ | +1.505 $ | +2,2 % | 68.302 $ | +5.036 $ | +8,0 % | 63.266 $ | +19.925 $ | +46,0 % |
| ATWOOD & PALMER INC | 75.193 $ | +12.507 $ | +20,0 % | 62.686 $ | +2.881 $ | +4,8 % | 59.805 $ | +1.201 $ | +2,0 % | 58.604 $ | -12.282 $ | -17,3 % |
| NORTHSTAR ASSET MANAGEMENT Co | 72.400 $ | |||||||||||
| HOERTKORN RICHARD CHARLES | 71.821 $ | +9.573 $ | +15,4 % | 62.248 $ | -2.802 $ | -4,3 % | 65.050 $ | +1.289 $ | +2,0 % | 63.761 $ | +4.663 $ | +7,9 % |
| West Oak Capital, LLC | 71.304 $ | -86.013.696 $ | -99,9 % | |||||||||
| Horrell Capital Management, Inc. | 71.253 $ | +9.360 $ | +15,1 % | 61.893 $ | -1.522 $ | -2,4 % | 63.415 $ | -3.742 $ | -5,6 % | 67.157 $ | +4.083 $ | +6,5 % |
| STANCE CAPITAL LLC | 71.208 $ | +4.010 $ | +6,0 % | 67.198 $ | ||||||||
| Pinnacle Holdings, LLC | 8.162 $ | -60.275 $ | -88,1 % | 68.437 $ | +60.278 $ | +738,8 % | 8.159 $ | -142 $ | -1,7 % | 8.301 $ | -65.951 $ | -88,8 % |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 67.748 $ | +29.675 $ | +77,9 % | 38.073 $ | ||||||||
| POM Investment Strategies, LLC | 39.091 $ | -28.597 $ | -42,2 % | 67.688 $ | +34.615 $ | +104,7 % | 33.073 $ | +623 $ | +1,9 % | 32.450 $ | +2.120 $ | +7,0 % |
| Jackson, Grant Investment Advisers, Inc. | 66.290 $ | +6.446 $ | +10,8 % | 59.844 $ | +1.501 $ | +2,6 % | 58.343 $ | +978 $ | +1,7 % | 57.365 $ | +3.368 $ | +6,2 % |
| 4Thought Financial Group Inc. | 66.067 $ | +7.065 $ | +12,0 % | 59.002 $ | -1.117 $ | -1,9 % | 60.119 $ | |||||
| SWAN Capital LLC | 65.630 $ | +10.781 $ | +19,7 % | 54.849 $ | -5.551 $ | -9,2 % | 60.400 $ | +59.417 $ | +6.044,5 % | 983 $ | ||
| SITTNER & NELSON, LLC | 64.547 $ | +58.636 $ | +992,0 % | 5.911 $ | -225 $ | -3,7 % | 6.136 $ | +696 $ | +12,8 % | 5.440 $ | -3.641 $ | -40,1 % |
| Finley Financial, LLC | 61.499 $ | +9.858 $ | +19,1 % | 51.641 $ | +1.484 $ | +3,0 % | 50.157 $ | -512 $ | -1,0 % | 50.669 $ | +2.689 $ | +5,6 % |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 60.517 $ | |||||||||||
| Dogwood Wealth Management LLC | 60.096 $ | +54.847 $ | +1.044,9 % | 5.249 $ | +2.413 $ | +85,1 % | 2.836 $ | +157 $ | +5,9 % | |||
| Western Pacific Wealth Management, LP | 60.038 $ | +7.304 $ | +13,9 % | 52.734 $ | -737 $ | -1,4 % | 53.471 $ | +1.384 $ | +2,7 % | 52.087 $ | +3.588 $ | +7,4 % |
| Quarry LP | 59.001 $ | |||||||||||
| LRI Investments, LLC | 37.778 $ | -19.607 $ | -34,2 % | 57.385 $ | +35.491 $ | +162,1 % | 21.894 $ | -14.166 $ | -39,3 % | |||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 54.908 $ | -228 $ | -0,4 % | 55.136 $ | +249 $ | +0,5 % | 54.887 $ | -2.418 $ | -4,2 % | 57.305 $ | +2.024 $ | +3,7 % |
| Catherine Avery Investment Management LLC | 57.268 $ | +7.729 $ | +15,6 % | 49.539 $ | +235 $ | +0,5 % | 49.304 $ | +1.445 $ | +3,0 % | |||
| S&T BANK/PA | 12.985 $ | -54 $ | -0,4 % | 13.039 $ | -42.934 $ | -76,7 % | 55.973 $ | -972 $ | -1,7 % | 56.945 $ | +570 $ | +1,0 % |
| Compass Financial Services Inc | 47.239 $ | -9.511 $ | -16,8 % | 56.750 $ | -28.811 $ | -33,7 % | ||||||
| Hartford Financial Management Inc. | 26.087 $ | -26.568 $ | -50,5 % | 52.655 $ | ||||||||
| Intelligent Financial Strategies | 23.795 $ | -26.623 $ | -52,8 % | 50.418 $ | +2.936 $ | +6,2 % | 47.482 $ | +1.657 $ | +3,6 % | 45.825 $ | +3.355 $ | +7,9 % |
| INVESTMENT COUNSEL CO OF NEVADA | 19.728 $ | +6.561 $ | +49,8 % | 13.167 $ | -37.148 $ | -73,8 % | 50.315 $ | +37.930 $ | +306,3 % | 12.385 $ | -425.043 $ | -97,2 % |
| Disciplined Equity Management, Inc. | 48.744 $ | +231 $ | +0,5 % | 48.513 $ | +1.422 $ | +3,0 % | ||||||
| Eukles Asset Management | 47.327 $ | +4.910 $ | +11,6 % | 42.417 $ | +42.264 $ | +27.623,5 % | 153 $ | +2 $ | +1,3 % | 151 $ | +10 $ | +7,1 % |
| Strategic Wealth Advisors LLC | 23.000 $ | -23.000 $ | -50,0 % | 46.000 $ | +23.000 $ | +100,0 % | 23.000 $ | |||||
| Reyes Financial Architecture, Inc. | 11.994 $ | -7.947 $ | -39,9 % | 19.941 $ | +10.119 $ | +103,0 % | 9.822 $ | -35.202 $ | -78,2 % | 45.024 $ | +33.907 $ | +305,0 % |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 44.768 $ | +25.580 $ | +133,3 % | 19.188 $ | -310 $ | -1,6 % | 19.498 $ | |||||
| Trifecta Capital Advisors, LLC | 43.680 $ | +22.941 $ | +110,6 % | 20.739 $ | -968 $ | -4,5 % | 21.707 $ | +456 $ | +2,1 % | 21.251 $ | +10.606 $ | +99,6 % |
| Curat Global, LLC | 41.981 $ | +5.692 $ | +15,7 % | 36.289 $ | -1.535 $ | -4,1 % | 37.824 $ | +872 $ | +2,4 % | 36.952 $ | +2.801 $ | +8,2 % |
| Vermillion & White Wealth Management Group, LLC | 41.858 $ | +1.509 $ | +3,7 % | 40.349 $ | -39.628 $ | -49,5 % | ||||||
| Transce3nd, LLC | 40.856 $ | +1.647 $ | +4,2 % | 39.209 $ | -1.028 $ | -2,6 % | 40.237 $ | +4.385 $ | +12,2 % | 35.852 $ | -3.983.892 $ | -99,1 % |
| Rise Advisors, LLC | 39.978 $ | -21.122 $ | -34,6 % | |||||||||
| ATMOS ADVISORY, LLC | 37.418 $ | +3.553 $ | +10,5 % | 33.865 $ | +611 $ | +1,8 % | 33.254 $ | +290 $ | +0,9 % | 32.964 $ | +1.797 $ | +5,8 % |
| Y.D. More Investments Ltd | 25.380 $ | -6.406 $ | -20,2 % | 31.786 $ | -4.814 $ | -13,2 % | 36.600 $ | +797 $ | +2,2 % | 35.803 $ | +3.029 $ | +9,2 % |
| SYNTAX RESEARCH, INC. | 36.272 $ | +4.057 $ | +12,6 % | 32.215 $ | +924 $ | +3,0 % | 31.291 $ | +1.828 $ | +6,2 % | 29.463 $ | +1.493 $ | +5,3 % |
| VISION FINANCIAL MARKETS LLC | 36.032 $ | +1.791 $ | +5,2 % | 34.241 $ | +956 $ | +2,9 % | 33.285 $ | +4.790 $ | +16,8 % | 28.495 $ | +4.115 $ | +16,9 % |
| FSA Wealth Management LLC | 35.651 $ | +2.406 $ | +7,2 % | |||||||||
| TLW Wealth Management, LLC | 33.772 $ | |||||||||||
| Dynamic Wealth Strategies, LLC | 33.359 $ | +1.084 $ | +3,4 % | 32.275 $ | +3.419 $ | +11,8 % | 28.856 $ | |||||
| Field & Main Bank | 33.296 $ | +1.082 $ | +3,4 % | 32.214 $ | +3.412 $ | +11,8 % | 28.802 $ | |||||
| Centennial Bank/AR/ | 33.142 $ | -233.316 $ | -87,6 % | |||||||||
| CapitalatWork S.A. | 32.000 $ | +2.000 $ | +6,7 % | 30.000 $ | +1.000 $ | +3,4 % | 29.000 $ | +0 $ | +0,0 % | 29.000 $ | +3.000 $ | +11,5 % |
| Gunma Bank,Ltd. | 31.534 $ | +4.194 $ | +15,3 % | |||||||||
| Philadelphia Investment Partners, LLC | 30.050 $ | +4.183 $ | +16,2 % | 25.867 $ | ||||||||
| Mountain Hill Investment Partners Corp. | 30.047 $ | +2.313 $ | +8,3 % | 27.734 $ | +3.073 $ | +12,5 % | 24.661 $ | +22.838 $ | +1.252,8 % | 1.823 $ | +70 $ | +4,0 % |
| Merrithew & Thorsten Inc | 29.000 $ | +1.000 $ | +3,6 % | 28.000 $ | +3.000 $ | +12,0 % | 25.000 $ | |||||
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 27.155 $ | |||||||||||
| Luminist Capital LLC | 26.910 $ | +470 $ | +1,8 % | 26.440 $ | +1.980 $ | +8,1 % | ||||||
| Intesa Sanpaolo Wealth Management | 26.636 $ | +865 $ | +3,4 % | 25.771 $ | +2.730 $ | +11,8 % | 23.041 $ | |||||
| EDMOND DE ROTHSCHILD HOLDING S.A. | 26.618 $ | +579 $ | +2,2 % | 26.039 $ | +2.204 $ | +9,2 % | ||||||
| Quaker Wealth Management, LLC | 18.621 $ | +2.179 $ | +13,3 % | 16.442 $ | -10.116 $ | -38,1 % | 26.558 $ | +16.734 $ | +170,3 % | 9.824 $ | -229.410 $ | -95,9 % |
| Imprint Wealth LLC | 26.027 $ | +1.276 $ | +5,2 % | 24.751 $ | +22.411 $ | +957,7 % | 2.340 $ | -2.255 $ | -49,1 % | 4.595 $ | ||
| Farmers & Merchants Trust Co of Chambersburg PA | 26.000 $ | +0 $ | +0,0 % | 26.000 $ | +1.000 $ | +4,0 % | 25.000 $ | +2.000 $ | +8,7 % | 23.000 $ | +1.000 $ | +4,5 % |
| HEARTLAND ADVISORS INC | 25.060 $ | +838 $ | +3,5 % | 24.222 $ | ||||||||
| PALLADIEM, LLC | 24.353 $ | +883 $ | +3,8 % | 23.470 $ | +4.351 $ | +22,8 % | 19.119 $ | |||||
| High Point Wealth Management, LLC | 23.204 $ | +3.041 $ | +15,1 % | 20.163 $ | -937 $ | -4,4 % | 21.100 $ | |||||
| Elyxium Wealth, LLC | 23.041 $ | |||||||||||
| Mascoma Wealth Management LLC | 22.271 $ | +3.460 $ | +18,4 % | |||||||||
| Clarity Asset Management, Inc. | 21.661 $ | |||||||||||
| New England Capital Financial Advisors LLC | 20.543 $ | +814 $ | +4,1 % | 19.729 $ | +2.228 $ | +12,7 % | 17.501 $ | +83 $ | +0,5 % | 17.418 $ | +511 $ | +3,0 % |
| ROSS\JOHNSON & Associates LLC | 19.027 $ | +3.100 $ | +19,5 % | |||||||||
| Midway Capital Research & Management | 18.860 $ | +3.680 $ | +24,2 % | 15.180 $ | ||||||||
| First PREMIER Bank | 18.000 $ | +2.000 $ | +12,5 % | 16.000 $ | +1.000 $ | +6,7 % | 15.000 $ | +0 $ | +0,0 % | 15.000 $ | +1.000 $ | +7,1 % |
| FIRST UNITED BANK & TRUST | 11.818 $ | +1.235 $ | +11,7 % | 10.583 $ | -6.750 $ | -38,9 % | 17.333 $ | +580 $ | +3,5 % | 16.753 $ | ||
| Gladwyn Financial Advisors, Inc. | 16.857 $ | +1.558 $ | +10,2 % | 15.299 $ | +93 $ | +0,6 % | 15.206 $ | +136 $ | +0,9 % | 15.070 $ | +1.459 $ | +10,7 % |
| ENTRUST FINANCIAL LLC | 16.556 $ | |||||||||||
| Morse Asset Management, Inc | 15.803 $ | +2.199 $ | +16,2 % | 13.604 $ | -1.891 $ | -12,2 % | 15.495 $ | +178 $ | +1,2 % | 15.317 $ | +31 $ | +0,2 % |
| Longview Financial Advisors, Inc. | 14.522 $ | |||||||||||
| Retirement Wealth Solutions LLC | 5.957 $ | +214 $ | +3,7 % | 5.743 $ | -6.056 $ | -51,3 % | 11.799 $ | -2.063 $ | -14,9 % | 13.862 $ | +2.886 $ | +26,3 % |
| Richard W. Paul & Associates, LLC | 13.621 $ | -57 $ | -0,4 % | 13.678 $ | +62 $ | +0,5 % | 13.616 $ | -236 $ | -1,7 % | 13.852 $ | -42.914 $ | -75,6 % |
| ROGCO, LP | 13.144 $ | |||||||||||
| Central Pacific Bank - Trust Division | 12.707 $ | +1.435 $ | +12,7 % | 11.272 $ | +2.207 $ | +24,3 % | 9.065 $ | -649 $ | -6,7 % | 9.714 $ | +1.678 $ | +20,9 % |
| Silicon Valley Capital Partners | 12.408 $ | +3.075 $ | +32,9 % | 9.333 $ | +118 $ | +1,3 % | 9.215 $ | -11.303 $ | -55,1 % | |||
| BankPlus Trust Department | 11.092 $ | |||||||||||
| VIRTUS ADVISERS, LLC | 4.297 $ | -190 $ | -4,2 % | 4.487 $ | -1.433 $ | -24,2 % | 5.920 $ | -3.379 $ | -36,3 % | 9.299 $ | -11.404 $ | -55,1 % |
| Walsh & Associates, LLC | 8.869 $ | +1.561 $ | +21,4 % | 7.308 $ | +14 $ | +0,2 % | 7.294 $ | |||||
| MV CAPITAL MANAGEMENT, INC. | 8.864 $ | +643 $ | +7,8 % | 8.221 $ | +625 $ | +8,2 % | 7.596 $ | +378 $ | +5,2 % | 7.218 $ | +494 $ | +7,3 % |
| Jessup Wealth Management, Inc | 8.607 $ | |||||||||||
| FNY Investment Advisers, LLC | 8.000 $ | |||||||||||
| Minot DeBlois Advisors LLC | 7.928 $ | +258 $ | +3,4 % | 7.670 $ | +812 $ | +11,8 % | 6.858 $ | +33 $ | +0,5 % | 6.825 $ | -5.021 $ | -42,4 % |
| CAPITAL & PLANNING, LLC | 6.935 $ | |||||||||||
| Spurstone Advisory Services, LLC | 5.427 $ | +2.631 $ | +94,1 % | 2.796 $ | -946 $ | -25,3 % | 3.742 $ | +82 $ | +2,2 % | 3.660 $ | +306 $ | +9,1 % |
| Paladin Partners, LLC | 4.929 $ | -20 $ | -0,4 % | 4.949 $ | +22 $ | +0,4 % | 4.927 $ | |||||
| REDMONT WEALTH ADVISORS LLC | 4.820 $ | +49 $ | +1,0 % | 4.771 $ | +203 $ | +4,4 % | ||||||
| Advocate Investing Services LLC | 4.624 $ | +2.051 $ | +79,7 % | 2.573 $ | +292 $ | +12,8 % | 2.281 $ | |||||
| General Partner, Inc. | 3.805 $ | +123 $ | +3,3 % | 3.682 $ | +390 $ | +11,8 % | 3.292 $ | +16 $ | +0,5 % | 3.276 $ | +96 $ | +3,0 % |
| Optiver Holding B.V. | 3.797 $ | -526.203 $ | -99,3 % | |||||||||
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 2.907 $ | +62 $ | +2,2 % | 2.845 $ | +205 $ | +7,8 % | ||||||
| Bear Mountain Capital, Inc. | 2.506 $ | +2.425 $ | +2.993,8 % | 81 $ | +1 $ | +1,3 % | 80 $ | -1.507 $ | -95,0 % | 1.587 $ | ||
| HORIZON BANCORP INC /IN/ | 1.000 $ | -1.000 $ | -50,0 % | 2.000 $ | -43.000 $ | -95,6 % | ||||||
| Bay Harbor Wealth Management, LLC | 1.970 $ | +227 $ | +13,0 % | 1.743 $ | ||||||||
| CHELSEA COUNSEL CO | 1.534 $ | -15.691 $ | -91,1 % | |||||||||
| Rachor Investment Advisory Services, LLC | 1.311 $ | +106 $ | +8,8 % | 1.205 $ | ||||||||
| HFM Investment Advisors, LLC | 962 $ | -238 $ | -19,8 % | 1.200 $ | -7 $ | -0,6 % | 1.207 $ | +26 $ | +2,2 % | 1.181 $ | +101 $ | +9,4 % |
| RAELIPSKIE PARTNERSHIP | 793 $ | |||||||||||
| Miller Global Investments, LLC | 443 $ | |||||||||||
| LOGAN CAPITAL MANAGEMENT INC | 431 $ | -35 $ | -7,5 % | |||||||||
| REXFORD CAPITAL INC | 317 $ | |||||||||||
| Capital Advisor Network LLC | 166 $ | +17 $ | +11,4 % | 149 $ | ||||||||
| StrongBox Wealth, LLC | 3 $ | |||||||||||
| NOMURA ASSET MANAGEMENT CO LTD | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||
| Goodman Advisory Group, LLC | 0 $ | |||||||||||
| 294.786.634.238 $ | +32.280.705.703 $ | +72,2 % | 265.801.698.580 $ | +6.240.776.770 $ | +72,3 % | 259.412.926.300 $ | +8.495.129.846 $ | +143,3 % | 248.182.106.342 $ | +16.403.894.081 $ | +63,4 % | |