| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 11.964.458.813 $ | +1.010.334.993 $ | +167,8 % | 11.145.208.046 $ | +865.753.491 $ | +268,9 % | 10.104.332.514 $ | +833.803.061 $ | +361,0 % | 8.934.461.322 $ | +1.354.789.945 $ | +78,4 % | |
| JPMORGAN CHASE & CO | 1.422.293.421 $ | +49.816.880 $ | +3,6 % | 1.372.476.541 $ | -25.864.247 $ | -1,8 % | 1.398.340.788 $ | -83.783.488 $ | -5,7 % | 1.482.124.276 $ | +799.704.200 $ | +117,2 % |
| LPL Financial LLC | 848.037.029 $ | +96.407.629 $ | +12,8 % | 751.629.400 $ | +62.629.542 $ | +9,1 % | 688.999.858 $ | +167.242.548 $ | +32,1 % | 521.757.310 $ | +83.163.364 $ | +19,0 % |
| Cetera Investment Advisers | 414.528.937 $ | +49.860.754 $ | +13,7 % | 364.668.183 $ | +86.835.434 $ | +31,3 % | 277.832.749 $ | +49.786.985 $ | +21,8 % | 228.045.764 $ | +32.708.031 $ | +16,7 % |
| BANK OF AMERICA CORP /DE/ | 372.898.683 $ | +21.366.647 $ | +6,1 % | 351.532.036 $ | +69.730.484 $ | +24,7 % | 281.801.552 $ | +69.474.363 $ | +32,7 % | 212.327.189 $ | +20.019.954 $ | +10,4 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 317.299.631 $ | +36.736.200 $ | +13,1 % | 280.563.431 $ | +32.954.043 $ | +13,3 % | 247.609.388 $ | +61.927.270 $ | +33,4 % | 185.682.118 $ | +51.825.263 $ | +38,7 % |
| RAYMOND JAMES FINANCIAL INC | 295.473.038 $ | +35.586.178 $ | +13,7 % | 259.886.860 $ | -4.733.929 $ | -1,8 % | 264.620.789 $ | +52.671.798 $ | +24,9 % | 211.948.991 $ | -20.927.139 $ | -9,0 % |
| Forvis Mazars Wealth Advisors, LLC | 288.438.593 $ | +40.062.592 $ | +16,1 % | 248.376.001 $ | +11.067.802 $ | +4,7 % | 237.308.199 $ | +21.901.221 $ | +10,2 % | 215.406.978 $ | +27.341.569 $ | +14,5 % |
| ENVESTNET ASSET MANAGEMENT INC | 260.801.770 $ | -25.654.032 $ | -9,0 % | 286.455.802 $ | +67.348.879 $ | +30,7 % | 219.106.923 $ | -28.321.359 $ | -11,4 % | 247.428.282 $ | +25.471.642 $ | +11,5 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 263.644.169 $ | +37.949.631 $ | +16,8 % | 225.694.538 $ | -49.291.538 $ | -17,9 % | 274.986.076 $ | +20.234.256 $ | +7,9 % | 254.751.820 $ | +44.315.074 $ | +21,1 % |
| OSAIC HOLDINGS, INC. | 172.025.695 $ | -30.362.349 $ | -15,0 % | 202.388.044 $ | -5.723.540 $ | -2,8 % | 208.111.584 $ | -51.491.067 $ | -19,8 % | 259.602.651 $ | -1.307.289 $ | -0,5 % |
| AMERIPRISE FINANCIAL INC | 250.788.066 $ | +41.939.055 $ | +20,1 % | 208.849.011 $ | +17.519.629 $ | +9,2 % | 191.329.382 $ | +53.249.795 $ | +38,6 % | 138.079.587 $ | +57.171.627 $ | +70,7 % |
| FMR LLC | 241.379.990 $ | +80.256.425 $ | +49,8 % | 161.123.565 $ | +161.024.072 $ | +161.844,6 % | 99.493 $ | +57.870 $ | +139,0 % | 41.623 $ | +20.582 $ | +97,8 % |
| Meeder Advisory Services, Inc. | 222.368.140 $ | +9.291.811 $ | +4,4 % | 213.076.329 $ | +50.593.362 $ | +31,1 % | 162.482.967 $ | +14.090.337 $ | +9,5 % | 148.392.630 $ | +13.068.856 $ | +9,7 % |
| JONES FINANCIAL COMPANIES LLLP | 205.986.606 $ | +105.000.422 $ | +104,0 % | 100.986.184 $ | +36.663.086 $ | +57,0 % | 64.323.098 $ | +26.165.607 $ | +68,6 % | 38.157.491 $ | +12.105.028 $ | +46,5 % |
| Avantax Planning Partners, Inc. | 189.427.552 $ | +11.010.066 $ | +6,2 % | 178.417.486 $ | +1.764.153 $ | +1,0 % | 176.653.333 $ | +7.727.129 $ | +4,6 % | 168.926.204 $ | +75.105.027 $ | +80,1 % |
| HighTower Advisors, LLC | 151.015.795 $ | -1.812.665 $ | -1,2 % | 152.828.460 $ | +5.497.171 $ | +3,7 % | 147.331.289 $ | +30.148.375 $ | +25,7 % | 117.182.914 $ | -15.050.094 $ | -11,4 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 105.598.951 $ | +6.908.041 $ | +7,0 % | 98.690.910 $ | +3.110.222 $ | +3,3 % | 95.580.688 $ | +7.968.688 $ | +9,1 % | 87.612.000 $ | +14.281.000 $ | +19,5 % |
| MORGAN STANLEY | 103.734.536 $ | +10.796.275 $ | +11,6 % | 92.938.261 $ | +11.200.114 $ | +13,7 % | 81.738.147 $ | +57.303.647 $ | +234,5 % | 24.434.500 $ | +2.817.553 $ | +13,0 % |
| CWM, LLC | 102.165.231 $ | +14.338.231 $ | +16,3 % | 87.827.000 $ | +34.130.000 $ | +63,6 % | 53.697.000 $ | +2.819.000 $ | +5,5 % | |||
| Cambridge Investment Research Advisors, Inc. | 96.497.000 $ | +42.897.000 $ | +80,0 % | 53.600.000 $ | -12.471.000 $ | -18,9 % | 66.071.000 $ | +11.052.000 $ | +20,1 % | 55.019.000 $ | +13.147.000 $ | +31,4 % |
| CGC Financial Services, LLC | 70.234.335 $ | -22.101.920 $ | -23,9 % | 92.336.255 $ | -1.991.114 $ | -2,1 % | 94.327.369 $ | +2.438.976 $ | +2,7 % | 91.888.393 $ | +3.036.718 $ | +3,4 % |
| CAPTRUST FINANCIAL ADVISORS | 86.671.538 $ | +10.069.108 $ | +13,1 % | 76.602.430 $ | +5.346.230 $ | +7,5 % | 71.256.200 $ | +6.152.455 $ | +9,5 % | 65.103.745 $ | +42.189.613 $ | +184,1 % |
| Rice Partnership, LLC | 85.176.325 $ | +12.280.205 $ | +16,8 % | 72.896.120 $ | +3.339.566 $ | +4,8 % | 69.556.554 $ | +5.180.360 $ | +8,0 % | 64.376.194 $ | ||
| MML INVESTORS SERVICES, LLC | 84.279.700 $ | +20.207.930 $ | +31,5 % | 64.071.770 $ | -1.906.811 $ | -2,9 % | 65.978.581 $ | +12.446.943 $ | +23,3 % | 53.531.638 $ | -5.387.362 $ | -9,1 % |
| Integrated Wealth Concepts LLC | 83.457.670 $ | +22.615.252 $ | +37,2 % | 60.842.418 $ | +16.502.610 $ | +37,2 % | 44.339.808 $ | -2.992.169 $ | -6,3 % | 47.331.977 $ | +29.590.101 $ | +166,8 % |
| Crestwood Advisors Group, LLC | 79.872.196 $ | +12.878.530 $ | +19,2 % | 66.993.666 $ | +2.969.947 $ | +4,6 % | 64.023.719 $ | +4.661.675 $ | +7,9 % | 59.362.044 $ | +8.445.115 $ | +16,6 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 58.444.450 $ | -1.317.295 $ | -2,2 % | 59.761.745 $ | +4.150.401 $ | +7,5 % | 55.611.344 $ | -24.114.188 $ | -30,2 % | 79.725.532 $ | +6.291.777 $ | +8,6 % |
| Corient Private Wealth LP | 31.318.842 $ | -3.317.078 $ | -9,6 % | 34.635.920 $ | -41.927.164 $ | -54,8 % | 76.563.084 $ | +76.526.044 $ | +206.603,8 % | 37.040 $ | ||
| Syntegra Private Wealth Group, LLC | 73.965.995 $ | +21.888.238 $ | +42,0 % | 52.077.757 $ | +1.556.691 $ | +3,1 % | 50.521.066 $ | -11.756.026 $ | -18,9 % | 62.277.092 $ | +5.103.004 $ | +8,9 % |
| ROYAL BANK OF CANADA | 71.152.000 $ | +190.000 $ | +0,3 % | 70.962.000 $ | +12.034.000 $ | +20,4 % | 58.928.000 $ | +6.812.000 $ | +13,1 % | 52.116.000 $ | -229.092.000 $ | -81,5 % |
| 1900 WEALTH MANAGEMENT LLC | 68.418.326 $ | -1.859.042 $ | -2,6 % | 70.277.368 $ | +7.263.723 $ | +11,5 % | 63.013.645 $ | +3.753.625 $ | +6,3 % | 59.260.020 $ | +19.442.257 $ | +48,8 % |
| FSM Wealth Advisors, LLC | 66.681.078 $ | +10.976.116 $ | +19,7 % | 55.704.962 $ | +11.050.568 $ | +24,7 % | 44.654.394 $ | +7.681.262 $ | +20,8 % | 36.973.132 $ | +4.537.892 $ | +14,0 % |
| UBS Group AG | 65.687.930 $ | +583.824 $ | +0,9 % | 65.104.106 $ | +1.288.149 $ | +2,0 % | 63.815.957 $ | +16.150.175 $ | +33,9 % | 47.665.782 $ | +8.312.641 $ | +21,1 % |
| Legacy Financial Group LLC | 7.577.815 $ | -54.224.705 $ | -87,7 % | 61.802.520 $ | -2.309.441 $ | -3,6 % | 64.111.961 $ | +1.641.515 $ | +2,6 % | 62.470.446 $ | +1.376.513 $ | +2,3 % |
| Hills Bank & Trust Co | 61.185.619 $ | +41.205.466 $ | +206,2 % | 19.980.153 $ | +1.083.481 $ | +5,7 % | 18.896.672 $ | +618.288 $ | +3,4 % | 18.278.384 $ | +2.312.791 $ | +14,5 % |
| Focus Partners Wealth | 59.573.242 $ | +5.817.524 $ | +10,8 % | 53.755.718 $ | -3.670.965 $ | -6,4 % | 57.426.683 $ | +3.317.321 $ | +6,1 % | 54.109.362 $ | +4.511.230 $ | +9,1 % |
| Dynasty Wealth Management, LLC | 58.073.396 $ | +18.218.310 $ | +45,7 % | 39.855.086 $ | +18.953.461 $ | +90,7 % | 20.901.625 $ | +15.910.134 $ | +318,7 % | 4.991.491 $ | -32.119.769 $ | -86,5 % |
| MAI Capital Management | 55.695.222 $ | +3.583.580 $ | +6,9 % | 52.111.642 $ | +2.730.790 $ | +5,5 % | 49.380.852 $ | +35.131.556 $ | +246,5 % | 14.249.296 $ | +1.570.461 $ | +12,4 % |
| CENTRAL TRUST Co | 55.286.468 $ | +3.537.457 $ | +6,8 % | 51.749.011 $ | +1.226.836 $ | +2,4 % | 50.522.175 $ | +2.928.758 $ | +6,2 % | 47.593.417 $ | +281.348 $ | +0,6 % |
| RWA WEALTH PARTNERS, LLC | 51.585.247 $ | +6.300.464 $ | +13,9 % | 45.284.783 $ | -6.356.037 $ | -12,3 % | 51.640.820 $ | -3.481.919 $ | -6,3 % | 55.122.739 $ | +465.406 $ | +0,9 % |
| Peterson Wealth Advisors, LLC | 54.988.080 $ | -108.343 $ | -0,2 % | 55.096.423 $ | +4.728.417 $ | +9,4 % | 50.368.006 $ | +5.147.624 $ | +11,4 % | |||
| JANE STREET GROUP, LLC | 9.627.890 $ | -45.057.927 $ | -82,4 % | 54.685.817 $ | +40.318.670 $ | +280,6 % | 14.367.147 $ | -3.019.216 $ | -17,4 % | 17.386.363 $ | -44.701.005 $ | -72,0 % |
| Gradient Investments LLC | 261.842 $ | -15.272.378 $ | -98,3 % | 15.534.220 $ | -36.571.020 $ | -70,2 % | 52.105.240 $ | +2.886.663 $ | +5,9 % | |||
| Prime Capital Investment Advisors, LLC | 51.431.110 $ | +1.190.043 $ | +2,4 % | 50.241.067 $ | +40.596.172 $ | +420,9 % | 9.644.895 $ | -1.409.949 $ | -12,8 % | 11.054.844 $ | +1.552.487 $ | +16,3 % |
| Rockefeller Capital Management L.P. | 50.339.166 $ | +3.364.118 $ | +7,2 % | 46.975.048 $ | +3.882.434 $ | +9,0 % | 43.092.614 $ | +6.517.749 $ | +17,8 % | 36.574.865 $ | -34.985.787 $ | -48,9 % |
| Taylor Securities Services, Inc. | 40.888.843 $ | -3.532.278 $ | -8,0 % | 44.421.121 $ | -5.308.944 $ | -10,7 % | 49.730.065 $ | |||||
| STIFEL FINANCIAL CORP | 49.663.330 $ | +4.457.895 $ | +9,9 % | 45.205.435 $ | +211.687 $ | +0,5 % | 44.993.748 $ | +5.163.542 $ | +13,0 % | 39.830.206 $ | +12.560.984 $ | +46,1 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 565.487 $ | -28.614.271 $ | -98,1 % | 29.179.758 $ | -20.148.863 $ | -40,8 % | 49.328.621 $ | +4.143.215 $ | +9,2 % | |||
| Private Advisor Group, LLC | 49.218.461 $ | +10.944.442 $ | +28,6 % | 38.274.019 $ | -4.547.466 $ | -10,6 % | 42.821.485 $ | +4.536.357 $ | +11,8 % | 38.285.128 $ | +9.791.234 $ | +34,4 % |
| Asio Capital, LLC | 48.895.957 $ | +2.998.186 $ | +6,5 % | 45.897.771 $ | +13.383.068 $ | +41,2 % | 32.514.703 $ | +970.900 $ | +3,1 % | 31.543.803 $ | +6.975.922 $ | +28,4 % |
| Parallel Advisors, LLC | 48.476.393 $ | +5.585.922 $ | +13,0 % | 42.890.471 $ | +42.616.485 $ | +15.554,3 % | 273.986 $ | +28.260 $ | +11,5 % | 245.726 $ | -16.138 $ | -6,2 % |
| Orion Porfolio Solutions, LLC | 47.247.259 $ | -447.938 $ | -0,9 % | 47.695.197 $ | +5.466.442 $ | +12,9 % | 42.228.755 $ | +1.266.363 $ | +3,1 % | 40.962.392 $ | +1.922.087 $ | +4,9 % |
| Equitable Holdings, Inc. | 42.659.328 $ | +369.044 $ | +0,9 % | 42.290.284 $ | -2.048.169 $ | -4,6 % | 44.338.453 $ | -1.503.575 $ | -3,3 % | 45.842.028 $ | +654.046 $ | +1,4 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 43.895.244 $ | +7.332.785 $ | +20,1 % | 36.562.459 $ | +2.112.255 $ | +6,1 % | 34.450.204 $ | +20.699.261 $ | +150,5 % | 13.750.943 $ | +2.324.589 $ | +20,3 % |
| G2 CAPITAL MANAGEMENT, LLC / OH | 41.048.423 $ | +1.160.237 $ | +2,9 % | 39.888.186 $ | +419.912 $ | +1,1 % | 39.468.274 $ | +1.278.496 $ | +3,3 % | 38.189.778 $ | +3.679.229 $ | +10,7 % |
| BAILARD, INC. | 33.101.726 $ | -896.173 $ | -2,6 % | 33.997.899 $ | -6.126.624 $ | -15,3 % | 40.124.523 $ | +1.633.123 $ | +4,2 % | 38.491.400 $ | -28.119.722 $ | -42,2 % |
| Avidian Wealth Enterprises, LLC | 37.283.818 $ | +2.596.301 $ | +7,5 % | 34.687.517 $ | +13.125.564 $ | +60,9 % | 21.561.953 $ | +402.313 $ | +1,9 % | 21.159.640 $ | +842.598 $ | +4,1 % |
| COLLECTIVE FAMILY OFFICE LLC | 36.879.677 $ | +765.651 $ | +2,1 % | 36.114.026 $ | +192.467 $ | +0,5 % | 35.921.559 $ | +4.319.011 $ | +13,7 % | 31.602.548 $ | +3.184.641 $ | +11,2 % |
| Hughes Financial Services, LLC | 35.745.114 $ | +3.259.188 $ | +10,0 % | 32.485.926 $ | +437.663 $ | +1,4 % | 32.048.263 $ | +430.866 $ | +1,4 % | 31.617.397 $ | +1.997.599 $ | +6,7 % |
| TIAA Wealth Investment Management LLC | 34.856.771 $ | +3.611.672 $ | +11,6 % | 31.245.099 $ | ||||||||
| Summit Financial, LLC | 34.440.442 $ | +290.027 $ | +0,8 % | 34.150.415 $ | +5.908.971 $ | +20,9 % | 28.241.444 $ | +7.816.549 $ | +38,3 % | 20.424.895 $ | ||
| Wagner Wealth Management, LLC | 34.338.871 $ | +5.532.425 $ | +19,2 % | 28.806.446 $ | +2.226.090 $ | +8,4 % | 26.580.356 $ | +1.676.394 $ | +6,7 % | 24.903.962 $ | +1.958.842 $ | +8,5 % |
| AllGen Financial Advisors, Inc. | 33.669.879 $ | +14.573.179 $ | +76,3 % | 19.096.700 $ | -825.553 $ | -4,1 % | 19.922.253 $ | +1.343.229 $ | +7,2 % | 18.579.024 $ | +2.581.473 $ | +16,1 % |
| Tortoise Investment Management, LLC | 33.645.762 $ | +4.094.719 $ | +13,9 % | 29.551.043 $ | +2.778.619 $ | +10,4 % | 26.772.424 $ | +2.730.081 $ | +11,4 % | 24.042.343 $ | +9.521.253 $ | +65,6 % |
| ASSETMARK, INC | 33.017.320 $ | +1.643.759 $ | +5,2 % | 31.373.561 $ | -450.553 $ | -1,4 % | 31.824.114 $ | +25.349.835 $ | +391,5 % | 6.474.279 $ | +1.555.437 $ | +31,6 % |
| OpenArc Corporate Advisory, LLC | 32.980.358 $ | +8.906.224 $ | +37,0 % | 24.074.134 $ | +12.176.384 $ | +102,3 % | 11.897.750 $ | |||||
| VERUS CAPITAL PARTNERS, LLC | 32.336.206 $ | +3.456.446 $ | +12,0 % | 28.879.760 $ | -3.439.393 $ | -10,6 % | 32.319.153 $ | +3.091.692 $ | +10,6 % | 29.227.461 $ | +9.653.265 $ | +49,3 % |
| Kestra Advisory Services, LLC | 32.100.974 $ | +8.041.939 $ | +33,4 % | 24.059.035 $ | +3.488.722 $ | +17,0 % | 20.570.313 $ | +4.280.240 $ | +26,3 % | 16.290.073 $ | +2.833.478 $ | +21,1 % |
| WealthPlan Investment Management, LLC | 31.861.276 $ | +4.759.350 $ | +17,6 % | 27.101.926 $ | +5.735.517 $ | +26,8 % | 21.366.409 $ | +1.014.188 $ | +5,0 % | 20.352.221 $ | +6.625.567 $ | +48,3 % |
| Kestra Investment Management, LLC | 26.051.599 $ | -5.682.997 $ | -17,9 % | 31.734.596 $ | ||||||||
| ARQ WEALTH ADVISORS, LLC | 31.622.096 $ | +28.253.913 $ | +838,8 % | 3.368.183 $ | +201.337 $ | +6,4 % | 3.166.846 $ | +90.063 $ | +2,9 % | 3.076.783 $ | +1.157.802 $ | +60,3 % |
| GOLDMAN SACHS GROUP INC | 3.478.166 $ | -8.647.278 $ | -71,3 % | 12.125.444 $ | +11.134.856 $ | +1.124,1 % | 990.588 $ | -30.316.500 $ | -96,8 % | 31.307.088 $ | +30.551.124 $ | +4.041,3 % |
| HTG Investment Advisors, Inc. | 30.471.376 $ | +1.914.555 $ | +6,7 % | 28.556.821 $ | -636 $ | -0,0 % | 28.557.457 $ | +7.391.759 $ | +34,9 % | 21.165.698 $ | +1.501.990 $ | +7,6 % |
| Total Wealth Planning, LLC | 1.628.508 $ | -28.505.661 $ | -94,6 % | 30.134.169 $ | +3.938.804 $ | +15,0 % | ||||||
| ABLE Financial Group, LLC | 29.509.071 $ | +4.941.585 $ | +20,1 % | 24.567.486 $ | +1.450.564 $ | +6,3 % | 23.116.922 $ | +2.044.688 $ | +9,7 % | 21.072.234 $ | +6.121.013 $ | +40,9 % |
| Bridgewater Advisors Inc. | 22.071.239 $ | -7.064.619 $ | -24,2 % | 29.135.858 $ | +6.049.238 $ | +26,2 % | 23.086.620 $ | +5.708.372 $ | +32,8 % | 17.378.248 $ | +11.807.440 $ | +212,0 % |
| Beacon Pointe Advisors, LLC | 29.064.674 $ | +20.278.839 $ | +230,8 % | 8.785.835 $ | -951.648 $ | -9,8 % | 9.737.483 $ | +4.354.370 $ | +80,9 % | 5.383.113 $ | -203.673 $ | -3,6 % |
| Mariner, LLC | 5.831.869 $ | -21.260.313 $ | -78,5 % | 27.092.182 $ | +320.420 $ | +1,2 % | 26.771.762 $ | -2.003.597 $ | -7,0 % | 28.775.359 $ | -431.712 $ | -1,5 % |
| CGN Advisors LLC | 28.717.825 $ | +623.037 $ | +2,2 % | 28.094.788 $ | -194.649 $ | -0,7 % | 28.289.437 $ | +987.395 $ | +3,6 % | 27.302.042 $ | +3.464.696 $ | +14,5 % |
| American Trust | 6.281.604 $ | -59.155 $ | -0,9 % | 6.340.759 $ | -22.365.136 $ | -77,9 % | 28.705.895 $ | +24.226.955 $ | +540,9 % | |||
| Advisory Services Network, LLC | 28.495.037 $ | +6.185.666 $ | +27,7 % | 22.309.371 $ | +5.225.647 $ | +30,6 % | 17.083.724 $ | +1.850.136 $ | +12,1 % | 15.233.588 $ | +322.311 $ | +2,2 % |
| Arkadios Wealth Advisors | 756.207 $ | -27.531.575 $ | -97,3 % | 28.287.782 $ | +27.204.727 $ | +2.511,9 % | 1.083.055 $ | -73.190 $ | -6,3 % | 1.156.245 $ | +113.385 $ | +10,9 % |
| Goldstone Financial Group, LLC | 27.383.758 $ | +1.628.159 $ | +6,3 % | 25.755.599 $ | -574.797 $ | -2,2 % | 26.330.396 $ | +1.777.475 $ | +7,2 % | 24.552.921 $ | +2.275.405 $ | +10,2 % |
| Larson Financial Group LLC | 27.322.762 $ | +3.285.199 $ | +13,7 % | 24.037.563 $ | +1.968.164 $ | +8,9 % | 22.069.399 $ | +1.435.474 $ | +7,0 % | 20.633.925 $ | +1.683.658 $ | +8,9 % |
| Meridian Financial Partners LLC | 26.600.188 $ | +3.657.238 $ | +15,9 % | 22.942.950 $ | +427.877 $ | +1,9 % | 22.515.073 $ | +3.060.080 $ | +15,7 % | 19.454.993 $ | +2.575.993 $ | +15,3 % |
| MATHER GROUP, LLC. | 26.391.868 $ | +2.606.541 $ | +11,0 % | 23.785.327 $ | +825.573 $ | +3,6 % | 22.959.754 $ | +1.511.459 $ | +7,0 % | 21.448.295 $ | +3.297.875 $ | +18,2 % |
| Lebenthal Global Advisors, LLC | 26.378.205 $ | +7.437.919 $ | +39,3 % | 18.940.286 $ | -4.540.401 $ | -19,3 % | 23.480.687 $ | -358.480 $ | -1,5 % | 23.839.167 $ | ||
| Independent Advisor Alliance | 1.201.143 $ | -25.025.642 $ | -95,4 % | 26.226.785 $ | ||||||||
| NewEdge Advisors, LLC | 25.897.350 $ | +216.175 $ | +0,8 % | 25.681.175 $ | +200.972 $ | +0,8 % | 25.480.203 $ | +7.409.499 $ | +41,0 % | 18.070.704 $ | +4.017.217 $ | +28,6 % |
| PINNACLE ASSOCIATES LTD | 25.687.171 $ | +10.504.734 $ | +69,2 % | 15.182.437 $ | +7.489.616 $ | +97,4 % | 7.692.821 $ | +2.777.382 $ | +56,5 % | 4.915.439 $ | +1.924.770 $ | +64,4 % |
| TRUIST FINANCIAL CORP | 25.623.581 $ | +2.055.198 $ | +8,7 % | 23.568.383 $ | -489.860 $ | -2,0 % | 24.058.243 $ | +930.865 $ | +4,0 % | 23.127.378 $ | +340.403 $ | +1,5 % |
| Clearwater Capital Advisors, LLC | 25.346.092 $ | +1.329.446 $ | +5,5 % | 24.016.646 $ | +5.367.501 $ | +28,8 % | 18.649.145 $ | +12.776.607 $ | +217,6 % | 5.872.538 $ | +1.192.875 $ | +25,5 % |
| Nolet Wealth Management, LLC | 17.550.742 $ | -5.892.717 $ | -25,1 % | 23.443.459 $ | -1.324.570 $ | -5,3 % | 24.768.029 $ | |||||
| Brookstone Capital Management | 24.219.098 $ | +5.161.815 $ | +27,1 % | 19.057.283 $ | +3.074.365 $ | +19,2 % | 15.982.918 $ | +3.250.322 $ | +25,5 % | 12.732.596 $ | +4.977.769 $ | +64,2 % |
| WELLS FARGO & COMPANY/MN | 24.043.911 $ | +2.223.399 $ | +10,2 % | 21.820.512 $ | +11.860.928 $ | +119,1 % | 9.959.584 $ | +9.714.592 $ | +3.965,3 % | 244.992 $ | +144.417 $ | +143,6 % |
| Amplius Wealth Advisors, LLC | 23.836.529 $ | +4.610.271 $ | +24,0 % | 19.226.258 $ | +2.366.439 $ | +14,0 % | 16.859.819 $ | +1.844.227 $ | +12,3 % | 15.015.592 $ | +3.425.991 $ | +29,6 % |
| TBH Global Asset Management, LLC | 1.468.540 $ | +92.478 $ | +6,7 % | 1.376.062 $ | -22.292.319 $ | -94,2 % | 23.668.381 $ | +22.278.625 $ | +1.603,1 % | 1.389.756 $ | -17.243.183 $ | -92,5 % |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 716.740 $ | +53.715 $ | +8,1 % | 663.025 $ | +89.047 $ | +15,5 % | 573.978 $ | -23.093.048 $ | -97,6 % | 23.667.026 $ | -21.496.139 $ | -47,6 % |
| SHP Wealth Management | 2.608.333 $ | -20.884.661 $ | -88,9 % | 23.492.994 $ | +838.639 $ | +3,7 % | 22.654.355 $ | |||||
| Apella Capital, LLC | 23.422.244 $ | +1.168.909 $ | +5,3 % | 22.253.335 $ | +15.418.875 $ | +225,6 % | 6.834.460 $ | +1.060.366 $ | +18,4 % | 5.774.094 $ | +5.258.111 $ | +1.019,0 % |
| Midwest Financial Partners Investments, Inc. | 23.335.838 $ | +1.532.452 $ | +7,0 % | 21.803.386 $ | +1.005.312 $ | +4,8 % | 20.798.074 $ | |||||
| IAG Wealth Partners, LLC | 22.246.813 $ | -533.026 $ | -2,3 % | 22.779.839 $ | +235.480 $ | +1,0 % | 22.544.359 $ | +795.446 $ | +3,7 % | 21.748.913 $ | +3.580.819 $ | +19,7 % |
| Smith & Howard Wealth Management, LLC | 21.933.210 $ | -508.651 $ | -2,3 % | 22.441.861 $ | +1.085.411 $ | +5,1 % | 21.356.450 $ | +1.012.397 $ | +5,0 % | 20.344.053 $ | +190.163 $ | +0,9 % |
| Waverly Advisors, LLC | 22.436.377 $ | +5.976.331 $ | +36,3 % | 16.460.046 $ | +127.290 $ | +0,8 % | 16.332.756 $ | +1.609.177 $ | +10,9 % | 14.723.579 $ | +1.278.871 $ | +9,5 % |
| CPC Advisors, LLC | 1.288.430 $ | -684.795 $ | -34,7 % | 1.973.225 $ | -20.443.045 $ | -91,2 % | 22.416.270 $ | +1.347.517 $ | +6,4 % | 21.068.753 $ | +1.925.187 $ | +10,1 % |
| HUNTINGTON NATIONAL BANK | 16.322.190 $ | -628.330 $ | -3,7 % | 16.950.520 $ | -5.322.743 $ | -23,9 % | 22.273.263 $ | +3.932.956 $ | +21,4 % | 18.340.307 $ | +3.607.232 $ | +24,5 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 20.811.000 $ | -1.379.000 $ | -6,2 % | 22.190.000 $ | +2.379.000 $ | +12,0 % | 19.811.000 $ | +1.261.000 $ | +6,8 % | 18.550.000 $ | +14.606.000 $ | +370,3 % |
| ForthRight Wealth Management, LLC | 22.035.004 $ | +1.869.423 $ | +9,3 % | 20.165.581 $ | +1.403.510 $ | +7,5 % | 18.762.071 $ | +1.723.494 $ | +10,1 % | 17.038.577 $ | +1.211.872 $ | +7,7 % |
| CARY STREET PARTNERS FINANCIAL LLC | 20.942.352 $ | +1.539.451 $ | +7,9 % | 19.402.901 $ | -1.404.901 $ | -6,8 % | 20.807.802 $ | -766.008 $ | -3,6 % | 21.573.810 $ | +2.282.743 $ | +11,8 % |
| Garrett Wealth Advisory Group, LLC | 20.835.426 $ | +2.172.572 $ | +11,6 % | 18.662.854 $ | ||||||||
| Joseph Group Capital Management | 20.787.676 $ | |||||||||||
| INVENIO WEALTH PARTNERS LLC | 20.124.168 $ | +1.100.673 $ | +5,8 % | 19.023.495 $ | -682.464 $ | -3,5 % | 19.705.959 $ | -1.023.635 $ | -4,9 % | 20.729.594 $ | +418.346 $ | +2,1 % |
| Advisory Resource Group | 20.204.698 $ | +2.951.397 $ | +17,1 % | 17.253.301 $ | +1.492.240 $ | +9,5 % | 15.761.061 $ | +321.311 $ | +2,1 % | 15.439.750 $ | -1.534.750 $ | -9,0 % |
| OneDigital Investment Advisors LLC | 20.001.179 $ | +4.546.147 $ | +29,4 % | 15.455.032 $ | +939.466 $ | +6,5 % | 14.515.566 $ | +7.737.819 $ | +114,2 % | 6.777.747 $ | +4.819.457 $ | +246,1 % |
| Cardinal Strategic Wealth Guidance | 19.883.081 $ | |||||||||||
| Pinnacle Wealth Management Advisory Group, LLC | 19.805.317 $ | +7.954.486 $ | +67,1 % | 11.850.831 $ | +5.877.636 $ | +98,4 % | 5.973.195 $ | +2.152.950 $ | +56,4 % | 3.820.245 $ | +1.355.344 $ | +55,0 % |
| Longview Financial Advisors LLC | 19.638.545 $ | +2.475.831 $ | +14,4 % | 17.162.714 $ | +389.573 $ | +2,3 % | 16.773.141 $ | +1.716.875 $ | +11,4 % | 15.056.266 $ | +1.823.135 $ | +13,8 % |
| Savant Capital, LLC | 19.504.383 $ | +5.406.039 $ | +38,3 % | 14.098.344 $ | +2.068.081 $ | +17,2 % | 12.030.263 $ | +2.746.616 $ | +29,6 % | 9.283.647 $ | +3.381.560 $ | +57,3 % |
| Destiny Wealth Partners, LLC | 13.853.141 $ | -5.476.239 $ | -28,3 % | 19.329.380 $ | +14.710.322 $ | +318,5 % | 4.619.058 $ | +447.140 $ | +10,7 % | 4.171.918 $ | +399.885 $ | +10,6 % |
| Skyline Advisors, Inc. | 9.872.192 $ | -3.889.455 $ | -28,3 % | 13.761.647 $ | -5.535.348 $ | -28,7 % | 19.296.995 $ | +387.198 $ | +2,0 % | 18.909.797 $ | +3.850.352 $ | +25,6 % |
| Diversified Portfolios, Inc. | 19.265.262 $ | +5.707.674 $ | +42,1 % | 13.557.588 $ | -814.611 $ | -5,7 % | 14.372.199 $ | +2.688.798 $ | +23,0 % | 11.683.401 $ | +2.363.243 $ | +25,4 % |
| Apollon Wealth Management, LLC | 19.153.142 $ | +2.893.914 $ | +17,8 % | 16.259.228 $ | +317.914 $ | +2,0 % | 15.941.314 $ | -2.177.242 $ | -12,0 % | 18.118.556 $ | -93.509 $ | -0,5 % |
| Stephens Consulting, LLC | 18.842.683 $ | +141.461 $ | +0,8 % | 18.701.222 $ | +1.179.379 $ | +6,7 % | ||||||
| Avior Wealth Management, LLC | 18.836.385 $ | +3.559.670 $ | +23,3 % | 15.276.715 $ | +3.945.484 $ | +34,8 % | 11.331.231 $ | +214.346 $ | +1,9 % | 11.116.885 $ | +535.295 $ | +5,1 % |
| Clear Trail Advisors, LLC | 18.728.891 $ | +4.471.317 $ | +31,4 % | 14.257.574 $ | ||||||||
| Campbell Deegan Wealth Management, LLC | 18.719.771 $ | +1.787.633 $ | +10,6 % | 16.932.138 $ | +71.324 $ | +0,4 % | 16.860.814 $ | +1.840.338 $ | +12,3 % | 15.020.476 $ | +3.080.941 $ | +25,8 % |
| McCarthy & Cox | 394.998 $ | -18.012.962 $ | -97,9 % | 18.407.960 $ | +395.100 $ | +2,2 % | ||||||
| Triad Wealth Partners, LLC | 731.978 $ | -17.577.590 $ | -96,0 % | 18.309.568 $ | +5.845.115 $ | +46,9 % | 12.464.453 $ | +11.996.065 $ | +2.561,1 % | 468.388 $ | +95.997 $ | +25,8 % |
| SAGESPRING WEALTH PARTNERS, LLC | 18.200.990 $ | +5.817.181 $ | +47,0 % | 12.383.809 $ | +1.206.245 $ | +10,8 % | 11.177.564 $ | +9.876.397 $ | +759,0 % | 1.301.167 $ | -234.727 $ | -15,3 % |
| KINTRA WEALTH, LLC | 4.787.216 $ | -13.363.002 $ | -73,6 % | 18.150.218 $ | +154.581 $ | +0,9 % | 17.995.637 $ | |||||
| Lido Advisors, LLC | 11.453.501 $ | -360.905 $ | -3,1 % | 11.814.406 $ | -6.231.768 $ | -34,5 % | 18.046.174 $ | -26.561 $ | -0,1 % | 18.072.735 $ | +11.226.883 $ | +164,0 % |
| Aspen Wealth Management LLC | 15.406.548 $ | +3.799.315 $ | +32,7 % | 11.607.233 $ | -6.366.635 $ | -35,4 % | 17.973.868 $ | +1.773.659 $ | +10,9 % | 16.200.209 $ | +741.550 $ | +4,8 % |
| Certified Advisory Corp | 17.907.939 $ | +830.084 $ | +4,9 % | 17.077.855 $ | +1.194.461 $ | +7,5 % | 15.883.394 $ | +852.995 $ | +5,7 % | 15.030.399 $ | +5.067.548 $ | +50,9 % |
| Leo Wealth, LLC | 16.616.051 $ | -1.278.208 $ | -7,1 % | 17.894.259 $ | +15.454 $ | +0,1 % | ||||||
| SIGNATUREFD, LLC | 13.329.858 $ | +46.381 $ | +0,3 % | 13.283.477 $ | -4.545.774 $ | -25,5 % | 17.829.251 $ | +52.782 $ | +0,3 % | 17.776.469 $ | -1.019.657 $ | -5,4 % |
| Carr Financial Group Corp | 17.825.468 $ | +1.864.937 $ | +11,7 % | 15.960.531 $ | +1.589.614 $ | +11,1 % | 14.370.917 $ | +783.099 $ | +5,8 % | 13.587.818 $ | -2.517.381 $ | -15,6 % |
| Retirement Management Systems Inc. | 17.821.628 $ | +3.450.372 $ | +24,0 % | 14.371.256 $ | +4.958.368 $ | +52,7 % | 9.412.888 $ | |||||
| KMG FIDUCIARY PARTNERS, LLC | 17.705.054 $ | +672.284 $ | +3,9 % | 17.032.770 $ | +136.490 $ | +0,8 % | 16.896.280 $ | +1.310.327 $ | +8,4 % | 15.585.953 $ | +1.063.837 $ | +7,3 % |
| CITADEL ADVISORS LLC | 9.773.898 $ | -2.796.714 $ | -22,2 % | 12.570.612 $ | -4.923.011 $ | -28,1 % | 17.493.623 $ | +7.378.744 $ | +72,9 % | 10.114.879 $ | +127.038 $ | +1,3 % |
| Visionary Wealth Advisors | 14.867.681 $ | -370.504 $ | -2,4 % | 15.238.185 $ | -2.135.811 $ | -12,3 % | 17.373.996 $ | +2.496.446 $ | +16,8 % | 14.877.550 $ | +2.319.886 $ | +18,5 % |
| Peak Financial Management, Inc. | 17.289.837 $ | +835.770 $ | +5,1 % | 16.454.067 $ | +1.254.041 $ | +8,3 % | 15.200.026 $ | +435.134 $ | +2,9 % | 14.764.892 $ | +734.229 $ | +5,2 % |
| DAYMARK WEALTH PARTNERS, LLC | 17.199.311 $ | +4.496.619 $ | +35,4 % | 12.702.692 $ | +798.676 $ | +6,7 % | 11.904.016 $ | -1.256.151 $ | -9,5 % | 13.160.167 $ | +1.096.508 $ | +9,1 % |
| Allegheny Financial Group | 17.094.385 $ | +6.412.080 $ | +60,0 % | 10.682.305 $ | +4.623.049 $ | +76,3 % | 6.059.256 $ | +3.468.834 $ | +133,9 % | 2.590.422 $ | +1.853.405 $ | +251,5 % |
| CFO4Life Group, LLC | 16.814.211 $ | +534.421 $ | +3,3 % | 16.279.790 $ | -41.693 $ | -0,3 % | 16.321.483 $ | -341.929 $ | -2,1 % | 16.663.412 $ | +1.328.631 $ | +8,7 % |
| PW ADVISORS, LLC \ FL | 16.709.098 $ | +1.844.587 $ | +12,4 % | 14.864.511 $ | +1.223.167 $ | +9,0 % | 13.641.344 $ | |||||
| Capital Advisors Wealth Management, LLC | 5.629.320 $ | +449.130 $ | +8,7 % | 5.180.190 $ | -11.339.121 $ | -68,6 % | 16.519.311 $ | +1.916.342 $ | +13,1 % | 14.602.969 $ | +13.472.120 $ | +1.191,3 % |
| Wealth Alliance Advisory Group, LLC | 16.407.538 $ | +565.238 $ | +3,6 % | 15.842.300 $ | +5.324.266 $ | +50,6 % | 10.518.034 $ | +576.234 $ | +5,8 % | 9.941.800 $ | -89.295 $ | -0,9 % |
| PATTEN & PATTEN INC/TN | 13.594.258 $ | +47.575 $ | +0,4 % | 13.546.683 $ | -2.666.954 $ | -16,4 % | 16.213.637 $ | -181.833 $ | -1,1 % | 16.395.470 $ | +267.415 $ | +1,7 % |
| B & T Capital Management DBA Alpha Capital Management | 16.347.754 $ | +2.346.151 $ | +16,8 % | 14.001.603 $ | +634.447 $ | +4,7 % | 13.367.156 $ | +549.475 $ | +4,3 % | 12.817.681 $ | +1.140.936 $ | +9,8 % |
| Legacy CG, LLC | 331.818 $ | +18.020 $ | +5,7 % | 313.798 $ | -12.373 $ | -3,8 % | 326.171 $ | -15.982.524 $ | -98,0 % | 16.308.695 $ | +48.784 $ | +0,3 % |
| BlueStem Wealth Partners, LLC | 13.036.291 $ | -3.149.597 $ | -19,5 % | 16.185.888 $ | +2.693.057 $ | +20,0 % | 13.492.831 $ | +259.053 $ | +2,0 % | 13.233.778 $ | -1.489.144 $ | -10,1 % |
| Fiduciary Alliance LLC | 16.114.212 $ | +718.568 $ | +4,7 % | 15.395.644 $ | +1.715.378 $ | +12,5 % | 13.680.266 $ | +1.556.877 $ | +12,8 % | 12.123.389 $ | +630.357 $ | +5,5 % |
| Harbor Group, Inc. | 15.866.604 $ | +415.873 $ | +2,7 % | 15.450.731 $ | +7.972.549 $ | +106,6 % | 7.478.182 $ | +5.813.864 $ | +349,3 % | 1.664.318 $ | ||
| Chesley Taft & Associates LLC | 15.814.593 $ | +1.782.300 $ | +12,7 % | 14.032.293 $ | +1.246.602 $ | +9,7 % | 12.785.691 $ | +3.987.004 $ | +45,3 % | 8.798.687 $ | +1.724.987 $ | +24,4 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 15.282.778 $ | +1.951.132 $ | +14,6 % | 13.331.646 $ | +231.224 $ | +1,8 % | 13.100.422 $ | +995.813 $ | +8,2 % | 12.104.609 $ | +1.385.321 $ | +12,9 % |
| Retirement Planning Group, LLC | 15.238.769 $ | +9.291.805 $ | +156,2 % | 5.946.964 $ | +1.772.615 $ | +42,5 % | 4.174.349 $ | +779.118 $ | +22,9 % | 3.395.231 $ | +581.693 $ | +20,7 % |
| &PARTNERS | 14.338.411 $ | -829.541 $ | -5,5 % | 15.167.952 $ | -21.815 $ | -0,1 % | 15.189.767 $ | +1.704.997 $ | +12,6 % | 13.484.770 $ | +4.920.673 $ | +57,5 % |
| Bond & Devick Financial Network, Inc. | 14.907.354 $ | +2.851.677 $ | +23,7 % | 12.055.677 $ | +226.762 $ | +1,9 % | 11.828.915 $ | +845.449 $ | +7,7 % | 10.983.466 $ | +1.479.085 $ | +15,6 % |
| ADE, LLC | 14.809.454 $ | +536.362 $ | +3,8 % | 14.273.092 $ | ||||||||
| Philip James Wealth Mangement, LLC | 9.962.549 $ | -28.071 $ | -0,3 % | 9.990.620 $ | -4.807.004 $ | -32,5 % | 14.797.624 $ | +587.076 $ | +4,1 % | 14.210.548 $ | +1.325.324 $ | +10,3 % |
| Magnus Financial Group LLC | 14.673.648 $ | +826.227 $ | +6,0 % | 13.847.421 $ | +274.911 $ | +2,0 % | 13.572.510 $ | +551.168 $ | +4,2 % | 13.021.342 $ | -4.308.447 $ | -24,9 % |
| Per Stirling Capital Management, LLC. | 14.593.067 $ | +186.175 $ | +1,3 % | 14.406.892 $ | +1.780.039 $ | +14,1 % | 12.626.853 $ | +4.824.494 $ | +61,8 % | 7.802.359 $ | -2.194.981 $ | -22,0 % |
| Capital Analysts, LLC | 14.446.000 $ | +2.956.000 $ | +25,7 % | 11.490.000 $ | +1.116.000 $ | +10,8 % | 10.374.000 $ | +4.483.000 $ | +76,1 % | 5.891.000 $ | +2.240.000 $ | +61,4 % |
| NATIXIS ADVISORS, LLC | 14.306.000 $ | +7.369.000 $ | +106,2 % | 6.937.000 $ | +1.820.000 $ | +35,6 % | 5.117.000 $ | +2.667.000 $ | +108,9 % | 2.450.000 $ | ||
| CreativeOne Wealth, LLC | 8.217.701 $ | -4.344.854 $ | -34,6 % | 12.562.555 $ | -1.717.931 $ | -12,0 % | 14.280.486 $ | +201.595 $ | +1,4 % | 14.078.891 $ | -1.173.650 $ | -7,7 % |
| Hartford Financial Management Inc. | 13.027.403 $ | -1.193.803 $ | -8,4 % | 14.221.206 $ | +622.616 $ | +4,6 % | 13.598.590 $ | +3.408.192 $ | +33,4 % | 10.190.398 $ | -3.436.875 $ | -25,2 % |
| Ameritas Advisory Services, LLC | 14.220.688 $ | +7.062.254 $ | +98,7 % | 7.158.434 $ | -353.157 $ | -4,7 % | 7.511.591 $ | -4.961.626 $ | -39,8 % | 12.473.217 $ | +6.515.520 $ | +109,4 % |
| RiverFront Investment Group, LLC | 14.154.589 $ | +1.303.420 $ | +10,1 % | 12.851.169 $ | +1.093.348 $ | +9,3 % | 11.757.821 $ | +1.696.887 $ | +16,9 % | 10.060.934 $ | +1.766.641 $ | +21,3 % |
| Financial Connections Group, Inc. | 14.151.000 $ | +3.176.000 $ | +28,9 % | 10.975.000 $ | +8.096.000 $ | +281,2 % | 2.879.000 $ | -360.000 $ | -11,1 % | |||
| Tradition Wealth Management, LLC | 13.997.309 $ | +2.250.508 $ | +19,2 % | 11.746.801 $ | +3.204.461 $ | +37,5 % | 8.542.340 $ | +712.876 $ | +9,1 % | 7.829.464 $ | +1.441.010 $ | +22,6 % |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 13.883.172 $ | +2.144.032 $ | +18,3 % | 11.739.140 $ | +700.565 $ | +6,3 % | 11.038.575 $ | +1.182.289 $ | +12,0 % | 9.856.286 $ | +2.603.783 $ | +35,9 % |
| Aspire Capital Advisors LLC | 13.876.952 $ | +977.894 $ | +7,6 % | 12.899.058 $ | -36.029 $ | -0,3 % | 12.935.087 $ | +833.884 $ | +6,9 % | 12.101.203 $ | +260.763 $ | +2,2 % |
| Baird Financial Group, Inc. | 13.875.159 $ | +955.162 $ | +7,4 % | 12.919.997 $ | +145.669 $ | +1,1 % | 12.774.328 $ | +525.433 $ | +4,3 % | 12.248.895 $ | +590.243 $ | +5,1 % |
| CONDOR CAPITAL MANAGEMENT | 13.449.226 $ | +339.032 $ | +2,6 % | 13.110.194 $ | +97.920 $ | +0,8 % | 13.012.274 $ | -199.501 $ | -1,5 % | 13.211.775 $ | +293.866 $ | +2,3 % |
| Bleakley Financial Group, LLC | 13.168.992 $ | +3.916.644 $ | +42,3 % | 9.252.348 $ | -219.565 $ | -2,3 % | 9.471.913 $ | +2.404.579 $ | +34,0 % | 7.067.334 $ | +486.210 $ | +7,4 % |
| KEYVANTAGE WEALTH, LLC | 13.017.981 $ | +5.993.886 $ | +85,3 % | 7.024.095 $ | -50.955 $ | -0,7 % | 7.075.050 $ | +703.263 $ | +11,0 % | 6.371.787 $ | +175.474 $ | +2,8 % |
| Allworth Financial LP | 509.118 $ | -12.474.971 $ | -96,1 % | 12.984.089 $ | +2.057.733 $ | +18,8 % | 10.926.356 $ | +10.683.883 $ | +4.406,2 % | 242.473 $ | +79.862 $ | +49,1 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 12.796.909 $ | +11.743.895 $ | +1.115,3 % | 1.053.014 $ | -8.885.811 $ | -89,4 % | 9.938.825 $ | +3.131.198 $ | +46,0 % | 6.807.627 $ | -18.429 $ | -0,3 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 12.723.000 $ | +2.174.000 $ | +20,6 % | 10.549.000 $ | +3.317.000 $ | +45,9 % | 7.232.000 $ | +1.739.000 $ | +31,7 % | 5.493.000 $ | +1.567.000 $ | +39,9 % |
| Financial Management Professionals, Inc. | 12.645.624 $ | +1.377.018 $ | +12,2 % | 11.268.606 $ | +542.415 $ | +5,1 % | 10.726.191 $ | +720.073 $ | +7,2 % | 10.006.118 $ | +479.451 $ | +5,0 % |
| Bluespring Wealth Management, LLC | 12.561.703 $ | |||||||||||
| Capital Planning Advisors, LLC | 12.325.427 $ | -127.939 $ | -1,0 % | 12.453.366 $ | +124.101 $ | +1,0 % | 12.329.265 $ | +395.634 $ | +3,3 % | |||
| Crewe Advisors LLC | 12.418.523 $ | +935.753 $ | +8,1 % | 11.482.770 $ | +1.435.663 $ | +14,3 % | 10.047.107 $ | +1.041.298 $ | +11,6 % | 9.005.809 $ | +668.529 $ | +8,0 % |
| Perigon Wealth Management, LLC | 12.369.599 $ | +370.355 $ | +3,1 % | 11.999.244 $ | ||||||||
| ACIMA PRIVATE WEALTH, LLC | 10.937.474 $ | +415.276 $ | +3,9 % | 10.522.198 $ | -203.206 $ | -1,9 % | 10.725.404 $ | -1.621.720 $ | -13,1 % | 12.347.124 $ | +1.754.361 $ | +16,6 % |
| Leverty Financial Group, LLC | 11.361.302 $ | -841.501 $ | -6,9 % | 12.202.803 $ | +690.779 $ | +6,0 % | 11.512.024 $ | -620.692 $ | -5,1 % | 12.132.716 $ | +7.673.566 $ | +172,1 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11.910.429 $ | +1.027.192 $ | +9,4 % | 10.883.237 $ | -1.209.480 $ | -10,0 % | 12.092.717 $ | +190.643 $ | +1,6 % | 11.902.074 $ | +1.597.622 $ | +15,5 % |
| Wick Capital Partners, LLC | 11.867.048 $ | +643.110 $ | +5,7 % | 11.223.938 $ | -326.778 $ | -2,8 % | 11.550.716 $ | +11.071.471 $ | +2.310,2 % | 479.245 $ | +266.473 $ | +125,2 % |
| Owl Creek Wealth Partners LLC | 11.756.895 $ | +1.094.523 $ | +10,3 % | 10.662.372 $ | ||||||||
| Legacy Financial Advisors, Inc. | 11.689.692 $ | +405.948 $ | +3,6 % | 11.283.744 $ | -126.700 $ | -1,1 % | 11.410.444 $ | -5.041 $ | -0,0 % | 11.415.485 $ | -3.766.749 $ | -24,8 % |
| Apexium Financial, LP | 11.626.488 $ | +435.313 $ | +3,9 % | |||||||||
| SK Wealth Management, LLC | 1.930.842 $ | -1.112.664 $ | -36,6 % | 3.043.506 $ | -523.783 $ | -14,7 % | 3.567.289 $ | -8.042.692 $ | -69,3 % | 11.609.981 $ | -3.480.329 $ | -23,1 % |
| Focus Partners Advisor Solutions, LLC | 11.528.088 $ | +2.727.415 $ | +31,0 % | 8.800.673 $ | +6.356.768 $ | +260,1 % | 2.443.905 $ | -4.558.341 $ | -65,1 % | 7.002.246 $ | +2.939.950 $ | +72,4 % |
| SouthState Bank Corp | 11.513.234 $ | +682.983 $ | +6,3 % | 10.830.251 $ | +243.208 $ | +2,3 % | 10.587.043 $ | -440.891 $ | -4,0 % | 11.027.934 $ | -4.363.567 $ | -28,4 % |
| Stadion Money Management, LLC | 11.438.665 $ | +11.427.270 $ | +100.283,2 % | 11.395 $ | -11.369.649 $ | -99,9 % | 11.381.044 $ | |||||
| RENAISSANCE TECHNOLOGIES LLC | 11.391.651 $ | +9.666.609 $ | +560,4 % | 1.725.042 $ | -3.398.375 $ | -66,3 % | 5.123.417 $ | -3.012.527 $ | -37,0 % | 8.135.944 $ | +4.454.938 $ | +121,0 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.575.100 $ | -654.009 $ | -6,4 % | 10.229.109 $ | -820.227 $ | -7,4 % | 11.049.336 $ | -325.199 $ | -2,9 % | 11.374.535 $ | -1.239.573 $ | -9,8 % |
| Sequoia Financial Advisors, LLC | 7.768.913 $ | -3.588.957 $ | -31,6 % | 11.357.870 $ | +495.287 $ | +4,6 % | 10.862.583 $ | -476.951 $ | -4,2 % | 11.339.534 $ | +9.494.968 $ | +514,8 % |
| Cornerstone Wealth Management, LLC | 11.231.679 $ | +567.270 $ | +5,3 % | 10.664.409 $ | +113.704 $ | +1,1 % | 10.550.705 $ | +377.181 $ | +3,7 % | 10.173.524 $ | +723.338 $ | +7,7 % |
| Dodds Wealth, LLC | 11.165.489 $ | +1.057.201 $ | +10,5 % | 10.108.288 $ | +3.464.558 $ | +52,1 % | 6.643.730 $ | |||||
| Concurrent Investment Advisors, LLC | 11.151.975 $ | +1.563.501 $ | +16,3 % | 9.588.474 $ | +4.014.188 $ | +72,0 % | 5.574.286 $ | +1.039.666 $ | +22,9 % | 4.534.620 $ | +707.021 $ | +18,5 % |
| AIRE ADVISORS, LLC | 10.860.443 $ | +1.505.167 $ | +16,1 % | 9.355.276 $ | -91.649 $ | -1,0 % | 9.446.925 $ | +353.956 $ | +3,9 % | 9.092.969 $ | +559.793 $ | +6,6 % |
| Macco Financial Group, Inc. | 10.843.335 $ | +3.708.048 $ | +52,0 % | 7.135.287 $ | -1.251.539 $ | -14,9 % | 8.386.826 $ | |||||
| USAdvisors Wealth Management, LLC | 4.091.000 $ | -3.942.000 $ | -49,1 % | 8.033.000 $ | +187.000 $ | +2,4 % | 7.846.000 $ | -2.849.000 $ | -26,6 % | 10.695.000 $ | +1.074.000 $ | +11,2 % |
| Rosenberg Matthew Hamilton | 10.681.873 $ | +1.405.529 $ | +15,2 % | 9.276.344 $ | +1.080.547 $ | +13,2 % | 8.195.797 $ | +2.503.235 $ | +44,0 % | 5.692.562 $ | +2.441.043 $ | +75,1 % |
| Archford Capital Strategies, LLC | 10.668.080 $ | +1.410.748 $ | +15,2 % | 9.257.332 $ | +8.283.634 $ | +850,7 % | 973.698 $ | -153.337 $ | -13,6 % | 1.127.035 $ | -2.645.665 $ | -70,1 % |
| Choice Wealth Advisors LLC | 2.935.853 $ | +63.451 $ | +2,2 % | 2.872.402 $ | -7.734.324 $ | -72,9 % | 10.606.726 $ | +12.532 $ | +0,1 % | 10.594.194 $ | +722.025 $ | +7,3 % |
| ORRSTOWN FINANCIAL SERVICES INC | 10.559.240 $ | +1.147.214 $ | +12,2 % | 9.412.026 $ | +1.483.340 $ | +18,7 % | 7.928.686 $ | +408.251 $ | +5,4 % | 7.520.435 $ | +457.781 $ | +6,5 % |
| Modern Wealth Management, LLC | 10.456.617 $ | +8.112.987 $ | +346,2 % | 2.343.630 $ | +1.509.725 $ | +181,0 % | 833.905 $ | +20.846 $ | +2,6 % | |||
| Keudell/Morrison Wealth Management | 10.363.779 $ | +419.694 $ | +4,2 % | 9.944.085 $ | +1.228.940 $ | +14,1 % | 8.715.145 $ | +3.406.231 $ | +64,2 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 10.228.867 $ | +617.163 $ | +6,4 % | 9.611.704 $ | +1.532.764 $ | +19,0 % | 8.078.940 $ | +1.022.124 $ | +14,5 % | 7.056.816 $ | +585.051 $ | +9,0 % |
| Curtis Advisory Group, LLC | 10.222.962 $ | +654.293 $ | +6,8 % | 9.568.669 $ | -256.328 $ | -2,6 % | 9.824.997 $ | +385.892 $ | +4,1 % | 9.439.105 $ | +486.723 $ | +5,4 % |
| SIMON QUICK ADVISORS, LLC | 10.195.383 $ | +225.077 $ | +2,3 % | 9.970.306 $ | +2.924.293 $ | +41,5 % | 7.046.013 $ | |||||
| Onyx Bridge Wealth Group LLC | 10.167.727 $ | +8.428.262 $ | +484,5 % | 1.739.465 $ | -3.751.880 $ | -68,3 % | 5.491.345 $ | |||||
| LIFELONG WEALTH ADVISORS, INC. | 10.121.774 $ | +679.263 $ | +7,2 % | 9.442.511 $ | -39.176 $ | -0,4 % | 9.481.687 $ | -293.078 $ | -3,0 % | 9.774.765 $ | +1.267.202 $ | +14,9 % |
| Pine Valley Investments Ltd Liability Co | 3.983.294 $ | +10.078 $ | +0,3 % | 3.973.216 $ | -280.245 $ | -6,6 % | 4.253.461 $ | -5.862.475 $ | -58,0 % | 10.115.936 $ | +1.228.774 $ | +13,8 % |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 10.019.690 $ | +6.229.529 $ | +164,4 % | 3.790.161 $ | +2.566.591 $ | +209,8 % | 1.223.570 $ | +341.132 $ | +38,7 % | 882.438 $ | +123.899 $ | +16,3 % |
| OPPENHEIMER & CO INC | 4.914.298 $ | +422.819 $ | +9,4 % | 4.491.479 $ | -210.527 $ | -4,5 % | 4.702.006 $ | -5.109.482 $ | -52,1 % | 9.811.488 $ | +1.372.489 $ | +16,3 % |
| Cerity Partners LLC | 6.038.449 $ | -3.514.325 $ | -36,8 % | 9.552.774 $ | +6.598.127 $ | +223,3 % | 2.954.647 $ | +296.730 $ | +11,2 % | 2.657.917 $ | +707.459 $ | +36,3 % |
| Janney Montgomery Scott LLC | 7.847.000 $ | +761.000 $ | +10,7 % | 7.086.000 $ | -189.000 $ | -2,6 % | 7.275.000 $ | -2.251.000 $ | -23,6 % | 9.526.000 $ | -418.000 $ | -4,2 % |
| Oakwell Private Wealth Management, LLC | 9.514.023 $ | +793.068 $ | +9,1 % | 8.720.955 $ | +210.543 $ | +2,5 % | 8.510.412 $ | +383.934 $ | +4,7 % | 8.126.478 $ | +672.188 $ | +9,0 % |
| AVAII WEALTH MANAGEMENT, LLC | 1.252.543 $ | -7.602.751 $ | -85,9 % | 8.855.294 $ | -232.989 $ | -2,6 % | 9.088.283 $ | -414.044 $ | -4,4 % | 9.502.327 $ | +358.492 $ | +3,9 % |
| Boulder Wealth Advisors, LLC | 6.617.215 $ | +111.066 $ | +1,7 % | 6.506.149 $ | -1.238.784 $ | -16,0 % | 7.744.933 $ | -1.620.078 $ | -17,3 % | 9.365.011 $ | ||
| Scarborough Advisors, LLC | 9.307.622 $ | +2.629.359 $ | +39,4 % | 6.678.263 $ | +268.266 $ | +4,2 % | 6.409.997 $ | +222.217 $ | +3,6 % | 6.187.780 $ | +1.244.168 $ | +25,2 % |
| Crusonia Wealth Advisors LLC | 8.933.673 $ | +910.866 $ | +11,4 % | 8.022.807 $ | +59.306 $ | +0,7 % | 7.963.501 $ | |||||
| Lakeridge Wealth Management LLC | 8.849.031 $ | +1.242.517 $ | +16,3 % | 7.606.514 $ | +408.754 $ | +5,7 % | 7.197.760 $ | +1.058.087 $ | +17,2 % | 6.139.673 $ | +395.288 $ | +6,9 % |
| Merit Financial Group, LLC | 8.738.624 $ | +86.139 $ | +1,0 % | 8.652.485 $ | -153.217 $ | -1,7 % | 8.805.702 $ | +3.799.837 $ | +75,9 % | 5.005.865 $ | +465.207 $ | +10,2 % |
| Alaska Permanent Capital Management, LLC | 8.684.647 $ | +862.290 $ | +11,0 % | 7.822.357 $ | +418.793 $ | +5,7 % | 7.403.564 $ | -176.536 $ | -2,3 % | 7.580.100 $ | +309.367 $ | +4,3 % |
| Tidemark, LLC | 2.097.094 $ | -6.571.173 $ | -75,8 % | 8.668.267 $ | +779.407 $ | +9,9 % | 7.888.860 $ | +607.491 $ | +8,3 % | 7.281.369 $ | +822.391 $ | +12,7 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 788.714 $ | -106.507 $ | -11,9 % | 895.221 $ | -7.272.031 $ | -89,0 % | 8.167.252 $ | -473.313 $ | -5,5 % | 8.640.565 $ | -846.131 $ | -8,9 % |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 8.622.410 $ | +1.091.289 $ | +14,5 % | 7.531.121 $ | -179.220 $ | -2,3 % | 7.710.341 $ | +1.045.135 $ | +15,7 % | 6.665.206 $ | +1.009.372 $ | +17,8 % |
| BLUEDOOR PRIVATE WEALTH, LLC | 7.005.708 $ | -1.462.983 $ | -17,3 % | 8.468.691 $ | +463.894 $ | +5,8 % | 8.004.797 $ | |||||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 4.424.054 $ | -1.334.787 $ | -23,2 % | 5.758.841 $ | -2.674.285 $ | -31,7 % | 8.433.126 $ | +399.313 $ | +5,0 % | 8.033.813 $ | +1.618.369 $ | +25,2 % |
| Cadent Capital Advisors, LLC | 8.421.023 $ | +759.178 $ | +9,9 % | 7.661.845 $ | +6.508.193 $ | +564,1 % | 1.153.652 $ | |||||
| Marmo Financial Group, LLC | 8.029.592 $ | -262.571 $ | -3,2 % | 8.292.163 $ | -66.592 $ | -0,8 % | 8.358.755 $ | +3.419.301 $ | +69,2 % | |||
| WealthPLAN Partners, LLC | 8.337.203 $ | +1.333.176 $ | +19,0 % | 7.004.027 $ | -731.701 $ | -9,5 % | 7.735.728 $ | +203.547 $ | +2,7 % | 7.532.181 $ | +456.550 $ | +6,5 % |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 8.301.324 $ | +662.609 $ | +8,7 % | 7.638.715 $ | -60.588 $ | -0,8 % | 7.699.303 $ | +563.473 $ | +7,9 % | 7.135.830 $ | +526.318 $ | +8,0 % |
| Ignite Planners, LLC | 8.187.675 $ | +281.295 $ | +3,6 % | 7.906.380 $ | +96.133 $ | +1,2 % | 7.810.247 $ | +27.030 $ | +0,3 % | 7.783.217 $ | -241.887 $ | -3,0 % |
| Summit Financial Strategies, Inc. | 8.149.073 $ | +276.198 $ | +3,5 % | 7.872.875 $ | +1.204.703 $ | +18,1 % | 6.668.172 $ | +619.292 $ | +10,2 % | 6.048.880 $ | +2.087.856 $ | +52,7 % |
| Sprinkle Financial Consultants LLC | 8.132.017 $ | +1.639.755 $ | +25,3 % | 6.492.262 $ | +1.684.170 $ | +35,0 % | 4.808.092 $ | +1.175.234 $ | +32,4 % | 3.632.858 $ | +1.487.969 $ | +69,4 % |
| 21 West Wealth Management LLC | 8.086.108 $ | +418.842 $ | +5,5 % | 7.667.266 $ | +102.214 $ | +1,4 % | 7.565.052 $ | +534.026 $ | +7,6 % | 7.031.026 $ | +796.689 $ | +12,8 % |
| LWM Advisory Services, LLC | 583.342 $ | -3.683.482 $ | -86,3 % | 4.266.824 $ | -3.750.568 $ | -46,8 % | 8.017.392 $ | +1.412.030 $ | +21,4 % | 6.605.362 $ | -293.779 $ | -4,3 % |
| Broadway Wealth Solutions, Inc. | 8.008.072 $ | +704.471 $ | +9,6 % | 7.303.601 $ | +420.113 $ | +6,1 % | 6.883.488 $ | +338.644 $ | +5,2 % | 6.544.844 $ | +652.304 $ | +11,1 % |
| POWER WEALTH MANAGEMENT LLC | 6.938.013 $ | +140.639 $ | +2,1 % | 6.797.374 $ | -1.203.939 $ | -15,0 % | 8.001.313 $ | +411.175 $ | +5,4 % | 7.590.138 $ | ||
| FOSTER & MOTLEY INC | 8.001.000 $ | +4.371.000 $ | +120,4 % | 3.630.000 $ | ||||||||
| Tower Research Capital LLC (TRC) | 304.419 $ | -2.009.068 $ | -86,8 % | 2.313.487 $ | -5.676.471 $ | -71,0 % | 7.989.958 $ | +7.478.078 $ | +1.460,9 % | 511.880 $ | -1.011.297 $ | -66,4 % |
| CAHILL FINANCIAL ADVISORS INC | 7.892.426 $ | -78.352 $ | -1,0 % | 7.970.778 $ | +913.405 $ | +12,9 % | 7.057.373 $ | +1.735.524 $ | +32,6 % | 5.321.849 $ | +1.611.920 $ | +43,4 % |
| Envestnet Portfolio Solutions, Inc. | 4.137.889 $ | -2.959.458 $ | -41,7 % | 7.097.347 $ | +797.977 $ | +12,7 % | 6.299.370 $ | -1.647.945 $ | -20,7 % | 7.947.315 $ | +598.871 $ | +8,1 % |
| Commonwealth Financial Services, LLC | 7.926.675 $ | +7.203.273 $ | +995,7 % | 723.402 $ | +12.182 $ | +1,7 % | 711.220 $ | +17.762 $ | +2,6 % | 693.458 $ | +4.820 $ | +0,7 % |
| PRINCIPAL SECURITIES, INC. | 7.901.986 $ | +1.967.465 $ | +33,2 % | 5.934.521 $ | -776.181 $ | -11,6 % | 6.710.702 $ | -231.191 $ | -3,3 % | 6.941.893 $ | +2.419.674 $ | +53,5 % |
| BENJAMIN EDWARDS INC | 7.798.866 $ | +1.025.450 $ | +15,1 % | 6.773.416 $ | +3.000.590 $ | +79,5 % | 3.772.826 $ | +235.753 $ | +6,7 % | 3.537.073 $ | +528.114 $ | +17,6 % |
| Summit Wealth Partners, LLC | 7.797.639 $ | +239.974 $ | +3,2 % | 7.557.665 $ | -240.085 $ | -3,1 % | 7.797.750 $ | +287.352 $ | +3,8 % | 7.510.398 $ | +603.898 $ | +8,7 % |
| Capital Developers, LLC | 7.776.754 $ | +283.190 $ | +3,8 % | 7.493.564 $ | ||||||||
| Sanctuary Advisors, LLC | 7.729.169 $ | +3.684.851 $ | +91,1 % | 4.044.318 $ | -19.820 $ | -0,5 % | 4.064.138 $ | +172.459 $ | +4,4 % | 3.891.679 $ | +2.093.603 $ | +116,4 % |
| Plan Group Financial, LLC | 7.722.012 $ | +2.636.763 $ | +51,9 % | 5.085.249 $ | +1.999.028 $ | +64,8 % | 3.086.221 $ | +705.053 $ | +29,6 % | 2.381.168 $ | +1.490.057 $ | +167,2 % |
| CVA Family Office, LLC | 7.714.362 $ | +485.047 $ | +6,7 % | 7.229.315 $ | +991.996 $ | +15,9 % | 6.237.319 $ | +394.507 $ | +6,8 % | 5.842.812 $ | -113.504 $ | -1,9 % |
| Valmark Advisers, Inc. | 7.707.605 $ | +1.119.912 $ | +17,0 % | 6.587.693 $ | +4.640.648 $ | +238,3 % | 1.947.045 $ | +104.666 $ | +5,7 % | 1.842.379 $ | +948.739 $ | +106,2 % |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1.040.758 $ | +535.422 $ | +106,0 % | 505.336 $ | -7.197.355 $ | -93,4 % | 7.702.691 $ | +453.501 $ | +6,3 % | 7.249.190 $ | +6.795.986 $ | +1.499,5 % |
| Jacobi Capital Management LLC | 7.695.080 $ | +699.762 $ | +10,0 % | 6.995.318 $ | +1.744.169 $ | +33,2 % | 5.251.149 $ | +657.040 $ | +14,3 % | 4.594.109 $ | +931.375 $ | +25,4 % |
| Smallwood Wealth Investment Management, LLC | 7.685.093 $ | +1.588.934 $ | +26,1 % | 6.096.159 $ | +200.334 $ | +3,4 % | 5.895.825 $ | +690.275 $ | +13,3 % | 5.205.550 $ | +1.615.293 $ | +45,0 % |
| Oak Wealth Advisors LLC | 7.659.246 $ | +414.079 $ | +5,7 % | 7.245.167 $ | +190.126 $ | +2,7 % | 7.055.041 $ | +104.885 $ | +1,5 % | 6.950.156 $ | +716.290 $ | +11,5 % |
| HUB Investment Partners, LLC | 6.810.362 $ | +79.751 $ | +1,2 % | 6.730.611 $ | -347.053 $ | -4,9 % | 7.077.664 $ | -546.421 $ | -7,2 % | 7.624.085 $ | -12.361.210 $ | -61,9 % |
| Mach-1 Financial Group, LLC | 7.616.513 $ | +212.353 $ | +2,9 % | 7.404.160 $ | +77.534 $ | +1,1 % | 7.326.626 $ | +2.365.227 $ | +47,7 % | |||
| MONECO ADVISORS, LLC | 6.378.484 $ | -274.190 $ | -4,1 % | 6.652.674 $ | -919.952 $ | -12,1 % | 7.572.626 $ | +567.668 $ | +8,1 % | 7.004.958 $ | +579.575 $ | +9,0 % |
| Windsor Capital Management, LLC | 7.442.983 $ | +193.435 $ | +2,7 % | 7.249.548 $ | +37.098 $ | +0,5 % | 7.212.450 $ | -81.701 $ | -1,1 % | 7.294.151 $ | +138.398 $ | +1,9 % |
| Farther Finance Advisors, LLC | 3.220.188 $ | -4.220.114 $ | -56,7 % | 7.440.302 $ | +4.491.858 $ | +152,3 % | 2.948.444 $ | +597.961 $ | +25,4 % | 2.350.483 $ | +826.776 $ | +54,3 % |
| Compass Financial Services Inc | 7.417.642 $ | +1.178.346 $ | +18,9 % | 6.239.296 $ | +4.107.092 $ | +192,6 % | 2.132.204 $ | +147.578 $ | +7,4 % | 1.984.626 $ | +392.517 $ | +24,7 % |
| Schwallier Wealth Management LLC | 619.980 $ | -3.120.462 $ | -83,4 % | 3.740.442 $ | -251.181 $ | -6,3 % | 3.991.623 $ | -3.423.027 $ | -46,2 % | 7.414.650 $ | +281.621 $ | +3,9 % |
| AssuredPartners Investment Advisors, LLC | 7.407.837 $ | +518.740 $ | +7,5 % | 6.889.097 $ | +2.437 $ | +0,0 % | 6.886.660 $ | +5.872.800 $ | +579,3 % | 1.013.860 $ | -229.739 $ | -18,5 % |
| AdvisorNet Financial, Inc | 7.363.402 $ | +183.724 $ | +2,6 % | 7.179.678 $ | +1.250.170 $ | +21,1 % | 5.929.508 $ | +2.990.165 $ | +101,7 % | 2.939.343 $ | +151.696 $ | +5,4 % |
| Planned Solutions, Inc. | 7.203.149 $ | +180.463 $ | +2,6 % | 7.022.686 $ | -274.849 $ | -3,8 % | 7.297.535 $ | +179.320 $ | +2,5 % | 7.118.215 $ | +506.200 $ | +7,7 % |
| PATTON ALBERTSON MILLER GROUP, LLC | 7.267.392 $ | +6.631.529 $ | +1.042,9 % | 635.863 $ | ||||||||
| Sonoma Allocations LLC | 7.253.275 $ | +465.718 $ | +6,9 % | 6.787.557 $ | -183.279 $ | -2,6 % | 6.970.836 $ | +793.772 $ | +12,9 % | 6.177.064 $ | ||
| RETIREMENT INCOME SOLUTIONS, INC | 6.975.155 $ | -97.730 $ | -1,4 % | 7.072.885 $ | -116.649 $ | -1,6 % | 7.189.534 $ | +552.931 $ | +8,3 % | 6.636.603 $ | +347.066 $ | +5,5 % |
| Total Clarity Wealth Management, Inc. | 7.168.161 $ | +2.647.792 $ | +58,6 % | 4.520.369 $ | +1.460.915 $ | +47,8 % | 3.059.454 $ | +696.953 $ | +29,5 % | 2.362.501 $ | +169.503 $ | +7,7 % |
| Shorepoint Capital Partners LLC | 7.098.000 $ | |||||||||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7.080.795 $ | +2.630.244 $ | +59,1 % | 4.450.551 $ | +900.105 $ | +25,4 % | 3.550.446 $ | +3.314.444 $ | +1.404,4 % | 236.002 $ | +136.063 $ | +136,1 % |
| Legacy Private Trust Co. | 7.048.137 $ | +820.032 $ | +13,2 % | 6.228.105 $ | +331.863 $ | +5,6 % | 5.896.242 $ | +244.376 $ | +4,3 % | 5.651.866 $ | +372.525 $ | +7,1 % |
| Stewardship Advisors, LLC | 7.007.250 $ | +1.040.482 $ | +17,4 % | 5.966.768 $ | -864.208 $ | -12,7 % | 6.830.976 $ | +2.101.699 $ | +44,4 % | 4.729.277 $ | +343.237 $ | +7,8 % |
| Manske Wealth Management | 7.002.148 $ | +1.306.705 $ | +22,9 % | 5.695.443 $ | +271.077 $ | +5,0 % | 5.424.366 $ | +64.789 $ | +1,2 % | 5.359.577 $ | +15.212 $ | +0,3 % |
| WASHINGTON TRUST BANK | 5.670.676 $ | +1.525.255 $ | +36,8 % | 4.145.421 $ | -1.555.827 $ | -27,3 % | 5.701.248 $ | -1.286.930 $ | -18,4 % | 6.988.178 $ | -288.996 $ | -4,0 % |
| Brio Consultants, LLC | 6.962.783 $ | +280.291 $ | +4,2 % | 6.682.492 $ | +8.260 $ | +0,1 % | 6.674.232 $ | +263.634 $ | +4,1 % | 6.410.598 $ | +133.570 $ | +2,1 % |
| Kingsview Wealth Management, LLC | 6.959.331 $ | +2.996.277 $ | +75,6 % | 3.963.054 $ | +2.861.894 $ | +259,9 % | 1.101.160 $ | +59.812 $ | +5,7 % | 1.041.348 $ | -2.829 $ | -0,3 % |
| Newman Dignan & Sheerar, Inc. | 6.939.791 $ | +399.423 $ | +6,1 % | 6.540.368 $ | +326.850 $ | +5,3 % | 6.213.518 $ | +313.331 $ | +5,3 % | 5.900.187 $ | +907.580 $ | +18,2 % |
| OLD MISSION CAPITAL LLC | 6.790.558 $ | +5.814.191 $ | +595,5 % | 976.367 $ | -5.046.297 $ | -83,8 % | 6.022.664 $ | -5.207.716 $ | -46,4 % | |||
| McLaughlin Asset Management, Inc. | 6.714.622 $ | +2.729.097 $ | +68,5 % | 3.985.525 $ | +650.364 $ | +19,5 % | 3.335.161 $ | |||||
| JFS WEALTH ADVISORS, LLC | 6.707.644 $ | +429.349 $ | +6,8 % | 6.278.295 $ | +179.553 $ | +2,9 % | 6.098.742 $ | +3.082.878 $ | +102,2 % | 3.015.864 $ | +2.199.534 $ | +269,4 % |
| Cooper Financial Group | 4.278.989 $ | -1.575.683 $ | -26,9 % | 5.854.672 $ | +208.274 $ | +3,7 % | 5.646.398 $ | -1.011.097 $ | -15,2 % | 6.657.495 $ | +333.690 $ | +5,3 % |
| INTEGRITY ALLIANCE, LLC. | 6.644.804 $ | +312.537 $ | +4,9 % | 6.332.267 $ | -90.252 $ | -1,4 % | 6.422.519 $ | +195.779 $ | +3,1 % | 6.226.740 $ | ||
| TD Capital Management LLC | 6.599.787 $ | +959.082 $ | +17,0 % | 5.640.705 $ | +1.109.679 $ | +24,5 % | 4.531.026 $ | +82.430 $ | +1,9 % | 4.448.596 $ | +791.581 $ | +21,6 % |
| Treasure Coast Financial Planning | 6.472.873 $ | +45.605 $ | +0,7 % | 6.427.268 $ | +148.713 $ | +2,4 % | 6.278.555 $ | +197.159 $ | +3,2 % | 6.081.396 $ | +144.985 $ | +2,4 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6.287.642 $ | +186.337 $ | +3,1 % | 6.101.305 $ | -358.905 $ | -5,6 % | 6.460.210 $ | +165.194 $ | +2,6 % | 6.295.016 $ | +125.103 $ | +2,0 % |
| PARK AVENUE SECURITIES LLC | 6.447.000 $ | +1.264.000 $ | +24,4 % | 5.183.000 $ | +1.285.000 $ | +33,0 % | 3.898.000 $ | +2.317.000 $ | +146,6 % | 1.581.000 $ | -28.000 $ | -1,7 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.925.827 $ | +2.579.683 $ | +110,0 % | 2.346.144 $ | -3.025.871 $ | -56,3 % | 5.372.015 $ | -1.021.591 $ | -16,0 % | 6.393.606 $ | +5.300.587 $ | +484,9 % |
| Steward Partners Investment Advisory, LLC | 6.288.272 $ | +310.766 $ | +5,2 % | 5.977.506 $ | +399.405 $ | +7,2 % | 5.578.101 $ | +495.137 $ | +9,7 % | 5.082.964 $ | +285.458 $ | +6,0 % |
| New Insight Wealth Advisors | 6.244.191 $ | +1.852.869 $ | +42,2 % | 4.391.322 $ | +1.958.484 $ | +80,5 % | 2.432.838 $ | +1.263.549 $ | +108,1 % | 1.169.289 $ | ||
| Palumbo Wealth Management LLC | 6.235.848 $ | +462.814 $ | +8,0 % | 5.773.034 $ | +211.736 $ | +3,8 % | 5.561.298 $ | +304.664 $ | +5,8 % | |||
| IFP Advisors, Inc | 6.229.007 $ | +3.230.474 $ | +107,7 % | 2.998.533 $ | +120.916 $ | +4,2 % | 2.877.617 $ | +241.269 $ | +9,2 % | 2.636.348 $ | +380.767 $ | +16,9 % |
| Cordgrass Capital Advisors, LLC | 5.085.530 $ | -1.089.822 $ | -17,6 % | 6.175.352 $ | -39.548 $ | -0,6 % | 6.214.900 $ | +443.796 $ | +7,7 % | 5.771.104 $ | +478.193 $ | +9,0 % |
| FIRST AMERICAN TRUST, FSB | 6.178.521 $ | +557.208 $ | +9,9 % | 5.621.313 $ | +368.647 $ | +7,0 % | 5.252.666 $ | +715.424 $ | +15,8 % | 4.537.242 $ | +222.309 $ | +5,2 % |
| Stratos Wealth Partners, LTD. | 6.098.996 $ | -52.930 $ | -0,9 % | 6.151.926 $ | +2.156.574 $ | +54,0 % | 3.995.352 $ | +213.538 $ | +5,6 % | 3.781.814 $ | +1.513.578 $ | +66,7 % |
| ASHTON THOMAS SECURITIES, LLC | 6.150.637 $ | +2.553.003 $ | +71,0 % | 3.597.634 $ | +251.419 $ | +7,5 % | 3.346.215 $ | +63.205 $ | +1,9 % | 3.283.010 $ | +1.576.400 $ | +92,4 % |
| Elequin Capital, LP | 1.870.686 $ | +996.632 $ | +114,0 % | 874.054 $ | -5.267.640 $ | -85,8 % | 6.141.694 $ | +5.847.825 $ | +1.989,9 % | |||
| Platform Technology Partners | 6.101.098 $ | +2.448.312 $ | +67,0 % | 3.652.786 $ | ||||||||
| Econ Financial Services Corp | 6.093.937 $ | +398.145 $ | +7,0 % | 5.695.792 $ | +3.510.526 $ | +160,6 % | 2.185.266 $ | |||||
| Cambria Investment Management, L.P. | 6.054.005 $ | +329.021 $ | +5,7 % | 5.724.984 $ | +525.701 $ | +10,1 % | 5.199.283 $ | +95.780 $ | +1,9 % | 5.103.503 $ | +98.944 $ | +2,0 % |
| Winter & Associates, Inc. | 6.044.819 $ | +2.689.672 $ | +80,2 % | 3.355.147 $ | +1.173.382 $ | +53,8 % | 2.181.765 $ | |||||
| Uniting Wealth Partners, LLC | 5.282.972 $ | -74.076 $ | -1,4 % | 5.357.048 $ | -619.924 $ | -10,4 % | 5.976.972 $ | +4.517.953 $ | +309,7 % | |||
| DeDora Capital, Inc. | 5.947.394 $ | +1.134.208 $ | +23,6 % | 4.813.186 $ | +210.193 $ | +4,6 % | 4.602.993 $ | +1.043.527 $ | +29,3 % | 3.559.466 $ | +532.114 $ | +17,6 % |
| HighPoint Advisor Group LLC | 5.901.068 $ | +398.892 $ | +7,2 % | 5.502.176 $ | +1.643.872 $ | +42,6 % | 3.858.304 $ | |||||
| Echo Wealth Management, LLC | 3.940.919 $ | +403.977 $ | +11,4 % | 3.536.942 $ | -1.200.792 $ | -25,3 % | 4.737.734 $ | -1.155.503 $ | -19,6 % | 5.893.237 $ | +619.620 $ | +11,7 % |
| Running Point Capital Advisors, LLC | 5.876.336 $ | +939.923 $ | +19,0 % | 4.936.413 $ | +604.783 $ | +14,0 % | ||||||
| Atria Investments, Inc | 3.746.388 $ | +2.416.464 $ | +181,7 % | 1.329.924 $ | +1.516 $ | +0,1 % | 1.328.408 $ | -4.538.759 $ | -77,4 % | 5.867.167 $ | +1.719.559 $ | +41,5 % |
| LexAurum Advisors, LLC | 5.794.998 $ | +834.597 $ | +16,8 % | 4.960.401 $ | +662.383 $ | +15,4 % | 4.298.018 $ | +634.301 $ | +17,3 % | |||
| Refined Wealth Management | 5.770.669 $ | +195.144 $ | +3,5 % | 5.575.525 $ | ||||||||
| WealthCare Investment Partners, LLC | 3.907.263 $ | -1.813.433 $ | -31,7 % | 5.720.696 $ | +2.882.046 $ | +101,5 % | 2.838.650 $ | -62.903 $ | -2,2 % | 2.901.553 $ | +19.780 $ | +0,7 % |
| Capital Investment Advisory Services, LLC | 5.693.910 $ | +1.102.171 $ | +24,0 % | 4.591.739 $ | +1.463.873 $ | +46,8 % | 3.127.866 $ | +1.677.063 $ | +115,6 % | 1.450.803 $ | +1.204.229 $ | +488,4 % |
| Alaska Wealth Advisors, LLC | 5.590.219 $ | +391.829 $ | +7,5 % | 5.198.390 $ | +69.962 $ | +1,4 % | 5.128.428 $ | +636.176 $ | +14,2 % | 4.492.252 $ | +4.150.779 $ | +1.215,6 % |
| Boston Standard Wealth Management, LLC | 5.543.619 $ | +257.650 $ | +4,9 % | 5.285.969 $ | +166.081 $ | +3,2 % | 5.119.888 $ | +284.888 $ | +5,9 % | 4.835.000 $ | +4.363.000 $ | +924,4 % |
| TruWealth Advisors, LLC | 5.227.178 $ | -7.912 $ | -0,2 % | 5.235.090 $ | -273.824 $ | -5,0 % | 5.508.914 $ | -293.364 $ | -5,1 % | |||
| Odyssey Group, LLC | 5.464.192 $ | |||||||||||
| Spectrum Wealth Advisory Group, LLC | 725.013 $ | -3.669.228 $ | -83,5 % | 4.394.241 $ | +3.755.373 $ | +587,8 % | 638.868 $ | -4.813.651 $ | -88,3 % | 5.452.519 $ | ||
| Cedar Mountain Advisors, LLC | 5.426.980 $ | +195.151 $ | +3,7 % | 5.231.829 $ | -3.350 $ | -0,1 % | 5.235.179 $ | +64.085 $ | +1,2 % | 5.171.094 $ | +4.986.170 $ | +2.696,3 % |
| NewEdge Wealth, LLC | 5.370.589 $ | +978.769 $ | +22,3 % | 4.391.820 $ | -647.794 $ | -12,9 % | 5.039.614 $ | +709.560 $ | +16,4 % | 4.330.054 $ | +1.298.564 $ | +42,8 % |
| Elmwood Wealth Management, Inc. | 5.367.910 $ | +252.116 $ | +4,9 % | 5.115.794 $ | +1.228.949 $ | +31,6 % | 3.886.845 $ | +112.319 $ | +3,0 % | 3.774.526 $ | +275.393 $ | +7,9 % |
| Crumly & Associates Inc. | 5.346.065 $ | +2.180.882 $ | +68,9 % | 3.165.183 $ | +738.860 $ | +30,5 % | 2.426.323 $ | +136.499 $ | +6,0 % | 2.289.824 $ | +724.129 $ | +46,2 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.325.742 $ | +865.465 $ | +19,4 % | 4.460.277 $ | +855.147 $ | +23,7 % | 3.605.130 $ | +347.877 $ | +10,7 % | 3.257.253 $ | +309.253 $ | +10,5 % |
| Kroeger Financial Partners | 5.286.444 $ | |||||||||||
| BRADLEY FOSTER & SARGENT INC/CT | 5.271.294 $ | +921.209 $ | +21,2 % | 4.350.085 $ | -650.021 $ | -13,0 % | 5.000.106 $ | +208.968 $ | +4,4 % | 4.791.138 $ | -194.102 $ | -3,9 % |
| Shotwell Rutter Baer Inc | 5.123.804 $ | +524.724 $ | +11,4 % | 4.599.080 $ | +1.785.740 $ | +63,5 % | 2.813.340 $ | |||||
| Firestone Capital Management | 5.109.940 $ | +627.010 $ | +14,0 % | 4.482.930 $ | +231.016 $ | +5,4 % | 4.251.914 $ | +179.026 $ | +4,4 % | 4.072.888 $ | -15.431 $ | -0,4 % |
| CROBAN | 5.106.558 $ | +3.812.690 $ | +294,7 % | 1.293.868 $ | +458.303 $ | +54,8 % | 835.565 $ | |||||
| Private Wealth Management Group, LLC | 5.088.093 $ | +181.574 $ | +3,7 % | 4.906.519 $ | +189.011 $ | +4,0 % | 4.717.508 $ | +312.536 $ | +7,1 % | 4.404.972 $ | +702.870 $ | +19,0 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 4.812.124 $ | -275.558 $ | -5,4 % | 5.087.682 $ | +161.912 $ | +3,3 % | 4.925.770 $ | +495.715 $ | +11,2 % | 4.430.055 $ | ||
| Strategic Financial Concepts, LLC | 4.517.536 $ | -534.678 $ | -10,6 % | 5.052.214 $ | +401.622 $ | +8,6 % | 4.650.592 $ | +1.173.463 $ | +33,7 % | |||
| Principle Wealth Partners LLC | 5.051.367 $ | +3.044.219 $ | +151,7 % | 2.007.148 $ | -20.478 $ | -1,0 % | 2.027.626 $ | |||||
| Clear Creek Financial Management, LLC | 3.275.941 $ | -337.824 $ | -9,3 % | 3.613.765 $ | -270.722 $ | -7,0 % | 3.884.487 $ | -1.135.470 $ | -22,6 % | 5.019.957 $ | +875.221 $ | +21,1 % |
| ARKANSAS FINANCIAL GROUP, INC. | 5.004.553 $ | +490.874 $ | +10,9 % | 4.513.679 $ | +662.886 $ | +17,2 % | 3.850.793 $ | +3.348.922 $ | +667,3 % | 501.871 $ | ||
| Park Place Capital Corp | 3.268.887 $ | +349.933 $ | +12,0 % | 2.918.954 $ | -2.030.635 $ | -41,0 % | 4.949.589 $ | +189.764 $ | +4,0 % | |||
| J.W. COLE ADVISORS, INC. | 4.869.256 $ | +3.452.780 $ | +243,8 % | 1.416.476 $ | -2.329.112 $ | -62,2 % | 3.745.588 $ | +332.395 $ | +9,7 % | 3.413.193 $ | +356.473 $ | +11,7 % |
| BETO FINANCIAL GROUP, LLC | 1.652.286 $ | -651.080 $ | -28,3 % | 2.303.366 $ | -2.455.635 $ | -51,6 % | 4.759.001 $ | |||||
| HARBOUR INVESTMENTS, INC. | 4.729.789 $ | +400.285 $ | +9,2 % | 4.329.504 $ | +1.332.553 $ | +44,5 % | 2.996.951 $ | +255.591 $ | +9,3 % | 2.741.360 $ | +219.508 $ | +8,7 % |
| Roof Eidam Maycock Peralta, LLC | 4.721.861 $ | +268.145 $ | +6,0 % | 4.453.716 $ | -81.959 $ | -1,8 % | 4.535.675 $ | +557.626 $ | +14,0 % | 3.978.049 $ | +94.040 $ | +2,4 % |
| Opal Wealth Advisors, LLC | 3.178.551 $ | +158.455 $ | +5,2 % | 3.020.096 $ | -1.656.103 $ | -35,4 % | 4.676.199 $ | -40.627 $ | -0,9 % | 4.716.826 $ | +1.863.270 $ | +65,3 % |
| Moss Adams Wealth Advisors LLC | 4.692.579 $ | +1.859.595 $ | +65,6 % | 2.832.984 $ | +1.368.858 $ | +93,5 % | 1.464.126 $ | |||||
| Ellenbecker Investment Group | 4.671.665 $ | |||||||||||
| Red Mountain Financial, LLC | 4.666.181 $ | +1.131.349 $ | +32,0 % | 3.534.832 $ | +36.351 $ | +1,0 % | 3.498.481 $ | -68.069 $ | -1,9 % | 3.566.550 $ | +187.681 $ | +5,6 % |
| Stratos Wealth Advisors, LLC | 4.612.655 $ | +180.751 $ | +4,1 % | 4.431.904 $ | -72.808 $ | -1,6 % | 4.504.712 $ | -38.295 $ | -0,8 % | 4.543.007 $ | +241.536 $ | +5,6 % |
| Koshinski Asset Management, Inc. | 4.590.206 $ | +82.705 $ | +1,8 % | 4.507.501 $ | +16.782 $ | +0,4 % | 4.490.719 $ | -78.180 $ | -1,7 % | 4.568.899 $ | +268.743 $ | +6,2 % |
| Landmark Wealth Management, LLC | 4.539.165 $ | +54.692 $ | +1,2 % | 4.484.473 $ | +695.011 $ | +18,3 % | 3.789.462 $ | -7.055 $ | -0,2 % | 3.796.517 $ | +458.517 $ | +13,7 % |
| Mutual Advisors, LLC | 4.384.952 $ | -147.267 $ | -3,2 % | 4.532.219 $ | +148.411 $ | +3,4 % | 4.383.808 $ | +1.210.565 $ | +38,1 % | |||
| Philadelphia Investment Partners, LLC | 4.522.565 $ | +495.652 $ | +12,3 % | 4.026.913 $ | ||||||||
| Beta Wealth Group, Inc. | 3.115.405 $ | -176.653 $ | -5,4 % | 3.292.058 $ | -1.038.941 $ | -24,0 % | 4.330.999 $ | -181.649 $ | -4,0 % | 4.512.648 $ | -727.966 $ | -13,9 % |
| Gotham Asset Management, LLC | 4.238.447 $ | -167.124 $ | -3,8 % | 4.405.571 $ | +94.836 $ | +2,2 % | 4.310.735 $ | +160.492 $ | +3,9 % | |||
| Wealth Advisors of Tampa Bay, LLC | 4.350.409 $ | +340.248 $ | +8,5 % | 4.010.161 $ | +35.350 $ | +0,9 % | 3.974.811 $ | -274.060 $ | -6,5 % | 4.248.871 $ | ||
| PENNEY FINANCIAL, LLC | 3.574.103 $ | -773.247 $ | -17,8 % | 4.347.350 $ | +109.182 $ | +2,6 % | 4.238.168 $ | +262.703 $ | +6,6 % | 3.975.465 $ | +396.014 $ | +11,1 % |
| Atlas Legacy Advisors, LLC | 4.267.539 $ | +736.274 $ | +20,9 % | 3.531.265 $ | +208.034 $ | +6,3 % | 3.323.231 $ | +316.142 $ | +10,5 % | 3.007.089 $ | +341.396 $ | +12,8 % |
| Pinnacle Financial Partners, Inc. | 4.237.801 $ | +577.169 $ | +15,8 % | 3.660.632 $ | +406.615 $ | +12,5 % | 3.254.017 $ | |||||
| Coppell Advisory Solutions LLC | 4.647 $ | -4.215.416 $ | -99,9 % | 4.220.063 $ | +681.490 $ | +19,3 % | 3.538.573 $ | +426.017 $ | +13,7 % | |||
| Integrity Investment Advisors, LLC | 931.317 $ | -61.826 $ | -6,2 % | 993.143 $ | -116.239 $ | -10,5 % | 1.109.382 $ | -3.104.898 $ | -73,7 % | 4.214.280 $ | +649.610 $ | +18,2 % |
| Gateway Wealth Partners, LLC | 2.775.188 $ | -1.436.304 $ | -34,1 % | 4.211.492 $ | +2.681.958 $ | +175,3 % | 1.529.534 $ | |||||
| MAGNOLIA CAPITAL ADVISORS LLC | 4.175.891 $ | +412.070 $ | +10,9 % | 3.763.821 $ | ||||||||
| Renasant Bank | 4.139.951 $ | +321.200 $ | +8,4 % | 3.818.751 $ | -159.144 $ | -4,0 % | 3.977.895 $ | +62.230 $ | +1,6 % | 3.915.665 $ | +38.897 $ | +1,0 % |
| Compass Ion Advisors, LLC | 4.117.852 $ | +2.171.364 $ | +111,6 % | 1.946.488 $ | ||||||||
| Breakwater Capital Group | 3.620.729 $ | -496.272 $ | -12,1 % | 4.117.001 $ | +159.148 $ | +4,0 % | 3.957.853 $ | +706.995 $ | +21,7 % | 3.250.858 $ | +572.292 $ | +21,4 % |
| VICUS CAPITAL | 4.084.783 $ | -24.604 $ | -0,6 % | 4.109.387 $ | +35.297 $ | +0,9 % | 4.074.090 $ | +47.889 $ | +1,2 % | |||
| New Capital Management LP | 4.101.026 $ | +79.100 $ | +2,0 % | 4.021.926 $ | ||||||||
| Marshall & Sterling Wealth Advisors Inc. | 2.246.209 $ | -1.372.402 $ | -37,9 % | 3.618.611 $ | -462.666 $ | -11,3 % | 4.081.277 $ | +3.173.900 $ | +349,8 % | 907.377 $ | -220.019 $ | -19,5 % |
| Resonant Capital Advisors, LLC | 3.962.386 $ | +52.018 $ | +1,3 % | 3.910.368 $ | -159.130 $ | -3,9 % | 4.069.498 $ | +83.428 $ | +2,1 % | 3.986.070 $ | +68.382 $ | +1,7 % |
| StoneX Group Inc. | 279.758 $ | -58.901 $ | -17,4 % | 338.659 $ | -3.682.044 $ | -91,6 % | 4.020.703 $ | +584.069 $ | +17,0 % | 3.436.634 $ | +1.571.278 $ | +84,2 % |
| Patriot Financial Group Insurance Agency, LLC | 2.037.992 $ | -1.971.456 $ | -49,2 % | 4.009.448 $ | +1.917.577 $ | +91,7 % | 2.091.871 $ | +48.940 $ | +2,4 % | 2.042.931 $ | +61.449 $ | +3,1 % |
| Prentice Wealth Management LLC | 2.208.609 $ | -379.623 $ | -14,7 % | 2.588.232 $ | -1.098.975 $ | -29,8 % | 3.687.207 $ | -279.937 $ | -7,1 % | 3.967.144 $ | -614.281 $ | -13,4 % |
| Intrua Financial, LLC | 3.945.858 $ | +123.366 $ | +3,2 % | 3.822.492 $ | -123.884 $ | -3,1 % | 3.946.376 $ | +334.077 $ | +9,2 % | 3.612.299 $ | +556.893 $ | +18,2 % |
| Copper Harbor Investment Advisors, LLC | 3.881.361 $ | |||||||||||
| Bright Futures Wealth Management, LLC. | 3.294.927 $ | -574.355 $ | -14,8 % | 3.869.282 $ | ||||||||
| Obsidian Personal Planning Solutions LLC | 3.855.934 $ | +433.852 $ | +12,7 % | |||||||||
| Systelligence, LLC | 2.387.668 $ | -322.578 $ | -11,9 % | 2.710.246 $ | -1.132.963 $ | -29,5 % | 3.843.209 $ | -10.668.153 $ | -73,5 % | |||
| Advyzon Investment Management, LLC | 3.837.132 $ | +3.044.201 $ | +383,9 % | 792.931 $ | +62.657 $ | +8,6 % | 730.274 $ | +28.926 $ | +4,1 % | |||
| White & Co Financial Planning Inc | 3.766.534 $ | +366.687 $ | +10,8 % | 3.399.847 $ | +256.944 $ | +8,2 % | 3.142.903 $ | -25.906 $ | -0,8 % | 3.168.809 $ | +41.110 $ | +1,3 % |
| Obermeyer Wealth Partners | 3.759.361 $ | +949.923 $ | +33,8 % | 2.809.438 $ | +1.761.563 $ | +168,1 % | 1.047.875 $ | |||||
| Unique Wealth Strategies, LLC | 3.744.722 $ | +100.451 $ | +2,8 % | 3.644.271 $ | +408.483 $ | +12,6 % | 3.235.788 $ | +424.760 $ | +15,1 % | 2.811.028 $ | +118.703 $ | +4,4 % |
| Storgate, LLC | 3.714.379 $ | +2.059.960 $ | +124,5 % | 1.654.419 $ | +975.497 $ | +143,7 % | 678.922 $ | |||||
| Clarity Retirement & Wealth, LLC | 2.996.214 $ | -703.904 $ | -19,0 % | 3.700.118 $ | +1.150.001 $ | +45,1 % | 2.550.117 $ | |||||
| Vise Technologies, Inc. | 3.685.079 $ | +0 $ | +0,0 % | 3.685.079 $ | +2.603.942 $ | +240,9 % | 1.081.137 $ | +89.233 $ | +9,0 % | |||
| FMA Wealth Management, LLC | 3.440.450 $ | -146.500 $ | -4,1 % | 3.586.950 $ | -90.789 $ | -2,5 % | 3.677.739 $ | +64.105 $ | +1,8 % | 3.613.634 $ | +205.766 $ | +6,0 % |
| Convergence Financial, LLC | 3.675.805 $ | +609.921 $ | +19,9 % | 3.065.884 $ | +409.291 $ | +15,4 % | 2.656.593 $ | +263.617 $ | +11,0 % | 2.392.976 $ | +152.184 $ | +6,8 % |
| VestGen Advisors, LLC | 1.045.671 $ | +1.620 $ | +0,2 % | 1.044.051 $ | -53.769 $ | -4,9 % | 1.097.820 $ | -2.570.087 $ | -70,1 % | 3.667.907 $ | -29.309 $ | -0,8 % |
| Paladin Advisory Group, LLC | 3.573.428 $ | +156.160 $ | +4,6 % | 3.417.268 $ | -221.701 $ | -6,1 % | 3.638.969 $ | +28.739 $ | +0,8 % | 3.610.230 $ | +1.228.060 $ | +51,6 % |
| Diversify Advisory Services, LLC | 1.392.347 $ | -53.095 $ | -3,7 % | 1.445.442 $ | -2.184.386 $ | -60,2 % | 3.629.828 $ | +1.396.903 $ | +62,6 % | |||
| IHT Wealth Management, LLC | 2.545.644 $ | -1.079.794 $ | -29,8 % | 3.625.438 $ | +130.167 $ | +3,7 % | 3.495.271 $ | +1.537.344 $ | +78,5 % | 1.957.927 $ | +167.525 $ | +9,4 % |
| Brown Financial Advisors | 1.615.046 $ | -2.010.069 $ | -55,4 % | 3.625.115 $ | +103.864 $ | +2,9 % | ||||||
| FIFTH THIRD SECURITIES, INC. | 3.615.322 $ | +451.350 $ | +14,3 % | 3.163.972 $ | +5.553 $ | +0,2 % | 3.158.419 $ | -12.202 $ | -0,4 % | 3.170.621 $ | +368.966 $ | +13,2 % |
| Etesian Wealth Advisors, Inc. | 3.603.490 $ | +689.865 $ | +23,7 % | 2.913.625 $ | +242.966 $ | +9,1 % | 2.670.659 $ | +889.938 $ | +50,0 % | 1.780.721 $ | +1.157.364 $ | +185,7 % |
| NBT BANK, N.A. | 3.565.859 $ | +2.028.166 $ | +131,9 % | 1.537.693 $ | -15.688 $ | -1,0 % | 1.553.381 $ | -48.537 $ | -3,0 % | 1.601.918 $ | +26.344 $ | +1,7 % |
| 5T Wealth, LLC | 2.295.305 $ | -1.251.865 $ | -35,3 % | 3.547.170 $ | +326.421 $ | +10,1 % | 3.220.749 $ | +1.860.482 $ | +136,8 % | 1.360.267 $ | ||
| Walkner Condon Financial Advisors LLC | 3.536.001 $ | -10.970 $ | -0,3 % | 3.546.971 $ | +1.348.806 $ | +61,4 % | 2.198.165 $ | +226.069 $ | +11,5 % | 1.972.096 $ | -2.071.539 $ | -51,2 % |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 3.153.916 $ | -77.435 $ | -2,4 % | 3.231.351 $ | -235.540 $ | -6,8 % | 3.466.891 $ | -60.172 $ | -1,7 % | 3.527.063 $ | -241.943 $ | -6,4 % |
| Zhang Financial LLC | 3.526.109 $ | +2.664.531 $ | +309,3 % | 861.578 $ | -8.790 $ | -1,0 % | 870.368 $ | +54.319 $ | +6,7 % | 816.049 $ | ||
| Cyndeo Wealth Partners, LLC | 2.064.917 $ | +261.655 $ | +14,5 % | 1.803.262 $ | -1.713.800 $ | -48,7 % | 3.517.062 $ | +704.317 $ | +25,0 % | 2.812.745 $ | +151.155 $ | +5,7 % |
| GREENWOOD CAPITAL ASSOCIATES LLC | 3.446.195 $ | +1.007.755 $ | +41,3 % | 2.438.440 $ | +334.180 $ | +15,9 % | 2.104.260 $ | +692.372 $ | +49,0 % | 1.411.888 $ | +317.154 $ | +29,0 % |
| RETIREMENT GUYS FORMULA LLC | 3.380.027 $ | -26.041 $ | -0,8 % | 3.406.068 $ | +396.808 $ | +13,2 % | ||||||
| Cresset Asset Management, LLC | 3.378.249 $ | +711.847 $ | +26,7 % | 2.666.402 $ | +559.575 $ | +26,6 % | 2.106.827 $ | +1.767.592 $ | +521,1 % | 339.235 $ | ||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3.373.320 $ | +33.438 $ | +1,0 % | 3.339.882 $ | +1.098.793 $ | +49,0 % | 2.241.089 $ | +64.216 $ | +2,9 % | 2.176.873 $ | +719.790 $ | +49,4 % |
| Quadcap Wealth Management, LLC | 2.989.101 $ | -379.374 $ | -11,3 % | 3.368.475 $ | +244.585 $ | +7,8 % | 3.123.890 $ | +110.531 $ | +3,7 % | 3.013.359 $ | +3.291 $ | +0,1 % |
| Saxony Capital Management, LLC | 953.548 $ | -546.216 $ | -36,4 % | 1.499.764 $ | -186.759 $ | -11,1 % | 1.686.523 $ | -1.680.358 $ | -49,9 % | 3.366.881 $ | +3.105.328 $ | +1.187,3 % |
| HARBOR INVESTMENT ADVISORY, LLC | 3.343.104 $ | +150.184 $ | +4,7 % | 3.192.920 $ | +334.105 $ | +11,7 % | 2.858.815 $ | -356.670 $ | -11,1 % | 3.215.485 $ | -835.006 $ | -20,6 % |
| Sincerus Advisory, LLC | 3.331.685 $ | +496.106 $ | +17,5 % | 2.835.579 $ | +158.549 $ | +5,9 % | 2.677.030 $ | +586.156 $ | +28,0 % | 2.090.874 $ | +336.400 $ | +19,2 % |
| MMA ASSET MANAGEMENT LLC | 3.318.551 $ | +56.797 $ | +1,7 % | 3.261.754 $ | ||||||||
| DAVENPORT & Co LLC | 3.134.413 $ | -138.940 $ | -4,2 % | 3.273.353 $ | +303.031 $ | +10,2 % | 2.970.322 $ | +209.088 $ | +7,6 % | 2.761.234 $ | +969.602 $ | +54,1 % |
| Fortitude Financial, LLC | 1.868.543 $ | -444.948 $ | -19,2 % | 2.313.491 $ | -938.248 $ | -28,9 % | 3.251.739 $ | |||||
| Investment Planning Advisors, Inc. | 3.251.510 $ | +72.294 $ | +2,3 % | 3.179.216 $ | -15.014 $ | -0,5 % | 3.194.230 $ | +317.554 $ | +11,0 % | 2.876.676 $ | -12.269.457 $ | -81,0 % |
| FIFTH THIRD BANCORP | 3.247.844 $ | +665.647 $ | +25,8 % | 2.582.197 $ | +2.494.686 $ | +2.850,7 % | 87.511 $ | +26.947 $ | +44,5 % | 60.564 $ | ||
| Shore Point Advisors, LLC | 3.027.610 $ | -87.400 $ | -2,8 % | 3.115.010 $ | -117.271 $ | -3,6 % | 3.232.281 $ | +37.439 $ | +1,2 % | 3.194.842 $ | +424.228 $ | +15,3 % |
| NATIONAL BANK OF CANADA /FI/ | 3.045.768 $ | +124.823 $ | +4,3 % | 2.920.945 $ | -275.831 $ | -8,6 % | 3.196.776 $ | +426.172 $ | +15,4 % | 2.770.604 $ | +265.361 $ | +10,6 % |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 3.190.314 $ | +16.599 $ | +0,5 % | 3.173.715 $ | -7.634 $ | -0,2 % | 3.181.349 $ | +144.872 $ | +4,8 % | 3.036.477 $ | +684.832 $ | +29,1 % |
| RIVERSEDGE ADVISORS, LLC | 3.188.936 $ | +312.611 $ | +10,9 % | 2.876.325 $ | ||||||||
| Leslie Global Wealth, LLC | 3.173.131 $ | +2.616.388 $ | +469,9 % | 556.743 $ | +320.088 $ | +135,3 % | 236.655 $ | -234.922 $ | -49,8 % | |||
| Contango Wealth Management LLC | 2.011.479 $ | -1.159.310 $ | -36,6 % | 3.170.789 $ | ||||||||
| Simplicity Wealth,LLC | 3.165.627 $ | +2.212.323 $ | +232,1 % | 953.304 $ | +194.752 $ | +25,7 % | 758.552 $ | +223.464 $ | +41,8 % | 535.088 $ | -143.780 $ | -21,2 % |
| Family Capital Management, Inc. | 1.691.595 $ | -1.468.371 $ | -46,5 % | 3.159.966 $ | +693.686 $ | +28,1 % | 2.466.280 $ | +1.417.570 $ | +135,2 % | 1.048.710 $ | +152.314 $ | +17,0 % |
| Coordinated Financial Services, Inc. | 2.932.996 $ | -217.763 $ | -6,9 % | 3.150.759 $ | +469.009 $ | +17,5 % | 2.681.750 $ | +101.053 $ | +3,9 % | |||
| OneAscent Financial Services LLC | 3.117.318 $ | +122.064 $ | +4,1 % | 2.995.254 $ | -49.665 $ | -1,6 % | 3.044.919 $ | +208.828 $ | +7,4 % | 2.836.091 $ | ||
| Curry Webb Wealth Management LLC | 3.111.371 $ | +692.025 $ | +28,6 % | 2.419.346 $ | -47.504 $ | -1,9 % | 2.466.850 $ | |||||
| Cedar Point Capital Partners, LLC | 247.197 $ | -287.347 $ | -53,8 % | 534.544 $ | -2.268.964 $ | -80,9 % | 2.803.508 $ | -296.511 $ | -9,6 % | 3.100.019 $ | +77.637 $ | +2,6 % |
| Western Wealth Management, LLC | 2.817.344 $ | +453.736 $ | +19,2 % | 2.363.608 $ | -734.719 $ | -23,7 % | 3.098.327 $ | +2.034.632 $ | +191,3 % | 1.063.695 $ | -104.793 $ | -9,0 % |
| MCDONALD PARTNERS LLC | 3.091.181 $ | +1.097.796 $ | +55,1 % | 1.993.385 $ | +897.302 $ | +81,9 % | 1.096.083 $ | +491.142 $ | +81,2 % | 604.941 $ | +166.881 $ | +38,1 % |
| Mills Wealth Advisors LLC | 2.147.370 $ | -767.743 $ | -26,3 % | 2.915.113 $ | -174.257 $ | -5,6 % | 3.089.370 $ | -241.772 $ | -7,3 % | |||
| Clark Capital Management Group, Inc. | 3.084.940 $ | +50.947 $ | +1,7 % | 3.033.993 $ | +1.624.891 $ | +115,3 % | 1.409.102 $ | +39.851 $ | +2,9 % | 1.369.251 $ | -628.660 $ | -31,5 % |
| United Advisor Group, LLC | 3.078.911 $ | +120.925 $ | +4,1 % | 2.957.986 $ | +511.350 $ | +20,9 % | 2.446.636 $ | +531.446 $ | +27,7 % | 1.915.190 $ | +303.271 $ | +18,8 % |
| Planning Strategies Inc. | 3.078.111 $ | |||||||||||
| KENNEDY INVESTMENT GROUP, INC. | 2.708.667 $ | +111.836 $ | +4,3 % | 2.596.831 $ | -473.796 $ | -15,4 % | 3.070.627 $ | +19.023 $ | +0,6 % | 3.051.604 $ | +34.002 $ | +1,1 % |
| Eaton Financial Holdings Company, LLC | 3.069.264 $ | +1.802.312 $ | +142,3 % | 1.266.952 $ | +159.082 $ | +14,4 % | 1.107.870 $ | +170.465 $ | +18,2 % | 937.405 $ | ||
| Avestar Capital, LLC | 3.057.701 $ | +370.518 $ | +13,8 % | 2.687.183 $ | +656.297 $ | +32,3 % | 2.030.886 $ | +49.450 $ | +2,5 % | 1.981.436 $ | -417.799 $ | -17,4 % |
| Presidio Capital Management, LLC | 3.051.836 $ | +646.378 $ | +26,9 % | 2.405.458 $ | +176.915 $ | +7,9 % | 2.228.543 $ | +138.277 $ | +6,6 % | 2.090.266 $ | +371.034 $ | +21,6 % |
| Colter Lewis Investment Partners LLC | 3.039.300 $ | |||||||||||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 3.001.461 $ | |||||||||||
| SilverOak Wealth Management LLC | 2.982.697 $ | +962.237 $ | +47,6 % | 2.020.460 $ | +737.366 $ | +57,5 % | 1.283.094 $ | |||||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 2.318.783 $ | +230.401 $ | +11,0 % | 2.088.382 $ | -887.078 $ | -29,8 % | 2.975.460 $ | +1.534.037 $ | +106,4 % | 1.441.423 $ | ||
| Geneos Wealth Management Inc. | 2.962.888 $ | +25.409 $ | +0,9 % | 2.937.479 $ | +365.615 $ | +14,2 % | 2.571.864 $ | +211.764 $ | +9,0 % | 2.360.100 $ | +479.338 $ | +25,5 % |
| Whitegate Investment Counselors, Inc. | 2.765.966 $ | -60.719 $ | -2,1 % | 2.826.685 $ | -78.580 $ | -2,7 % | 2.905.265 $ | -38.398 $ | -1,3 % | 2.943.663 $ | -285.171 $ | -8,8 % |
| Berger Financial Group, Inc | 1.650.030 $ | -9.165 $ | -0,6 % | 1.659.195 $ | -1.280.726 $ | -43,6 % | 2.939.921 $ | +48.054 $ | +1,7 % | 2.891.867 $ | +15.212 $ | +0,5 % |
| First Financial Bank - Trust Division | 2.921.477 $ | +489.813 $ | +20,1 % | 2.431.664 $ | +1.078.209 $ | +79,7 % | 1.353.455 $ | +274.003 $ | +25,4 % | 1.079.452 $ | +668.682 $ | +162,8 % |
| RFG Advisory, LLC | 2.727.194 $ | -182.214 $ | -6,3 % | 2.909.408 $ | +70.781 $ | +2,5 % | 2.838.627 $ | -18.626 $ | -0,7 % | 2.857.253 $ | +411.964 $ | +16,8 % |
| BTG Pactual Asset Management US LLC | 2.894.224 $ | +376.028 $ | +14,9 % | 2.518.196 $ | +509.861 $ | +25,4 % | 2.008.335 $ | +466.864 $ | +30,3 % | 1.541.471 $ | +588.730 $ | +61,8 % |
| Purkiss Capital Advisors LLC | 2.881.234 $ | +364.202 $ | +14,5 % | 2.517.032 $ | +163.168 $ | +6,9 % | 2.353.864 $ | +214.827 $ | +10,0 % | 2.139.037 $ | +227.983 $ | +11,9 % |
| Galvin, Gaustad & Stein, LLC | 2.516.464 $ | +45.857 $ | +1,9 % | 2.470.607 $ | -366.511 $ | -12,9 % | 2.837.118 $ | +9.474 $ | +0,3 % | 2.827.644 $ | +152.684 $ | +5,7 % |
| Selby Wealth Management, LLC | 2.823.470 $ | +246.196 $ | +9,6 % | 2.577.274 $ | -166.639 $ | -6,1 % | 2.743.913 $ | |||||
| Hennion & Walsh Asset Management, Inc. | 2.815.811 $ | +283.568 $ | +11,2 % | 2.532.243 $ | +137.482 $ | +5,7 % | 2.394.761 $ | -72.667 $ | -2,9 % | 2.467.428 $ | -48.526 $ | -1,9 % |
| UNIQUE WEALTH, LLC | 2.796.676 $ | +2.355.985 $ | +534,6 % | 440.691 $ | -584.163 $ | -57,0 % | 1.024.854 $ | |||||
| IMA Advisory Services, Inc. | 2.793.576 $ | |||||||||||
| Interchange Capital Partners, LLC | 2.774.225 $ | +2.190.734 $ | +375,5 % | 583.491 $ | -474.423 $ | -44,8 % | ||||||
| Brady Martz Wealth Solutions, LLC | 2.627.435 $ | -6.154 $ | -0,2 % | 2.633.589 $ | -58.748 $ | -2,2 % | 2.692.337 $ | -69.143 $ | -2,5 % | 2.761.480 $ | -109.876 $ | -3,8 % |
| Mattson Financial Services, LLC | 1.720.803 $ | -1.039.617 $ | -37,7 % | 2.760.420 $ | +116.790 $ | +4,4 % | ||||||
| LARCH CAPITAL PARTNERS LLC | 2.061.258 $ | -150.429 $ | -6,8 % | 2.211.687 $ | -544.662 $ | -19,8 % | 2.756.349 $ | |||||
| Lineweaver Wealth Advisors, LLC | 2.333.415 $ | -398.300 $ | -14,6 % | 2.731.715 $ | +98.538 $ | +3,7 % | 2.633.177 $ | +440.604 $ | +20,1 % | 2.192.573 $ | +208.616 $ | +10,5 % |
| Essential Investment Partners LLC | 2.705.784 $ | +1.375.777 $ | +103,4 % | 1.330.007 $ | -55.207 $ | -4,0 % | 1.385.214 $ | |||||
| MILESTONE ASSET MANAGEMENT, LLC | 2.674.999 $ | +348.224 $ | +15,0 % | 2.326.775 $ | +96.412 $ | +4,3 % | 2.230.363 $ | +497.540 $ | +28,7 % | 1.732.823 $ | +531.226 $ | +44,2 % |
| Bouvel Investment Partners, LLC | 2.672.498 $ | +287.523 $ | +12,1 % | 2.384.975 $ | -57.963 $ | -2,4 % | 2.442.938 $ | +202.414 $ | +9,0 % | 2.240.524 $ | +124.436 $ | +5,9 % |
| Wealthcare Advisory Partners LLC | 2.662.057 $ | +24.218 $ | +0,9 % | 2.637.839 $ | +43.903 $ | +1,7 % | 2.593.936 $ | +18.164 $ | +0,7 % | 2.575.772 $ | +96.586 $ | +3,9 % |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 2.640.960 $ | +511.330 $ | +24,0 % | 2.129.630 $ | +349.979 $ | +19,7 % | 1.779.651 $ | +402.147 $ | +29,2 % | 1.377.504 $ | -1.645.869 $ | -54,4 % |
| ARWA LLC | 2.636.508 $ | +591.422 $ | +28,9 % | 2.045.086 $ | +1.368.349 $ | +202,2 % | 676.737 $ | |||||
| Higgins & Schmidt Wealth Strategies LLC | 2.377.746 $ | +52.311 $ | +2,2 % | 2.325.435 $ | -269.962 $ | -10,4 % | 2.595.397 $ | +290.987 $ | +12,6 % | 2.304.410 $ | +377.187 $ | +19,6 % |
| Advisor OS, LLC | 1.993.941 $ | +64.544 $ | +3,3 % | 1.929.397 $ | -647.670 $ | -25,1 % | 2.577.067 $ | +2.029.745 $ | +370,9 % | 547.322 $ | -6.946 $ | -1,3 % |
| Sterling Investment Advisors, Ltd. | 2.573.274 $ | +1.033.582 $ | +67,1 % | 1.539.692 $ | +731.692 $ | +90,6 % | 808.000 $ | |||||
| 1015 Capital Partners, LLC | 2.562.991 $ | +388.526 $ | +17,9 % | 2.174.465 $ | +426.508 $ | +24,4 % | 1.747.957 $ | |||||
| Grant Private Wealth Management Inc | 1.990.070 $ | -157.984 $ | -7,4 % | 2.148.054 $ | -399.112 $ | -15,7 % | 2.547.166 $ | +153.436 $ | +6,4 % | 2.393.730 $ | ||
| PCG Wealth Advisors, LLC | 312.721 $ | +45.128 $ | +16,9 % | 267.593 $ | -555.865 $ | -67,5 % | 823.458 $ | -1.723.567 $ | -67,7 % | 2.547.025 $ | ||
| Balance Wealth Partners LLC | 2.525.544 $ | +186.633 $ | +8,0 % | 2.338.911 $ | +380.836 $ | +19,4 % | 1.958.075 $ | +298.410 $ | +18,0 % | 1.659.665 $ | +143.366 $ | +9,5 % |
| Brendel Financial Advisors LLC | 2.509.269 $ | +83.408 $ | +3,4 % | 2.425.861 $ | ||||||||
| Robertson Stephens Wealth Management, LLC | 2.507.726 $ | +388.901 $ | +18,4 % | 2.118.825 $ | +285.659 $ | +15,6 % | 1.833.166 $ | +11.949 $ | +0,7 % | 1.821.217 $ | +280.614 $ | +18,2 % |
| Golden State Wealth Management, LLC | 2.473.189 $ | +164.490 $ | +7,1 % | 2.308.699 $ | +76.294 $ | +3,4 % | 2.232.405 $ | +69.100 $ | +3,2 % | 2.163.305 $ | +110.163 $ | +5,4 % |
| PRIVATE TRUST CO NA | 2.451.995 $ | +344.061 $ | +16,3 % | 2.107.934 $ | +486.725 $ | +30,0 % | 1.621.209 $ | +423.260 $ | +35,3 % | 1.197.949 $ | -385.742 $ | -24,4 % |
| Indivisible Partners | 2.443.760 $ | +202.117 $ | +9,0 % | 2.241.643 $ | +629.121 $ | +39,0 % | 1.612.522 $ | |||||
| SYM FINANCIAL Corp | 2.443.126 $ | +79.192 $ | +3,4 % | 2.363.934 $ | +231.709 $ | +10,9 % | 2.132.225 $ | +76.815 $ | +3,7 % | 2.055.410 $ | +209.160 $ | +11,3 % |
| Global Retirement Partners, LLC | 2.441.657 $ | +374.699 $ | +18,1 % | 2.066.958 $ | +319.517 $ | +18,3 % | 1.747.441 $ | +11.532 $ | +0,7 % | |||
| BlackDiamond Wealth Management, LLC | 2.424.016 $ | +464.783 $ | +23,7 % | 1.959.233 $ | +215.028 $ | +12,3 % | 1.744.205 $ | -142.960 $ | -7,6 % | 1.887.165 $ | +131.230 $ | +7,5 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.418.000 $ | +142.000 $ | +6,2 % | 2.276.000 $ | -33.000 $ | -1,4 % | 2.309.000 $ | +39.000 $ | +1,7 % | 2.270.000 $ | +40.000 $ | +1,8 % |
| Sun Financial Inc | 1.973.319 $ | -276.984 $ | -12,3 % | 2.250.303 $ | -158.223 $ | -6,6 % | 2.408.526 $ | |||||
| Equity Wealth Partners, LLC | 2.407.098 $ | +151.796 $ | +6,7 % | 2.255.302 $ | +71.073 $ | +3,3 % | 2.184.229 $ | +816.405 $ | +59,7 % | 1.367.824 $ | ||
| Freedom Financial Partners LLC | 690.921 $ | -160.097 $ | -18,8 % | 851.018 $ | -582.429 $ | -40,6 % | 1.433.447 $ | -971.646 $ | -40,4 % | 2.405.093 $ | -3.115.272 $ | -56,4 % |
| Sunrise Financial Services, LLC | 2.384.751 $ | +221.304 $ | +10,2 % | 2.163.447 $ | +169.190 $ | +8,5 % | 1.994.257 $ | |||||
| Daybright Advisory Services, Inc. | 1.460.820 $ | -916.464 $ | -38,6 % | 2.377.284 $ | +235.021 $ | +11,0 % | 2.142.263 $ | |||||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 532.880 $ | -1.844.387 $ | -77,6 % | 2.377.267 $ | ||||||||
| WEST MICHIGAN ADVISORS, LLC | 1.926.485 $ | +368.939 $ | +23,7 % | 1.557.546 $ | -808.228 $ | -34,2 % | 2.365.774 $ | +40.900 $ | +1,8 % | 2.324.874 $ | -1.763.382 $ | -43,1 % |
| US BANCORP \DE\ | 2.313.332 $ | +188.680 $ | +8,9 % | 2.124.652 $ | -234.462 $ | -9,9 % | 2.359.114 $ | +260.599 $ | +12,4 % | 2.098.515 $ | +223.224 $ | +11,9 % |
| YARGER WEALTH STRATEGIES, LLC | 2.250.409 $ | -102.350 $ | -4,4 % | 2.352.759 $ | +824.421 $ | +53,9 % | 1.528.338 $ | -140.203 $ | -8,4 % | 1.668.541 $ | +40.372 $ | +2,5 % |
| Financial Partners Group, Inc | 1.950.886 $ | -377.229 $ | -16,2 % | 2.328.115 $ | -23.399 $ | -1,0 % | 2.351.514 $ | +1.280.857 $ | +119,6 % | 1.070.657 $ | +829.894 $ | +344,7 % |
| Denver PWM, LLC | 650.377 $ | -367.574 $ | -36,1 % | 1.017.951 $ | -1.283.285 $ | -55,8 % | 2.301.236 $ | +0 $ | +0,0 % | 2.301.236 $ | +8.453 $ | +0,4 % |
| INTEGRITY WEALTH ADVISORS, INC. | 2.274.863 $ | +479.322 $ | +26,7 % | 1.795.541 $ | ||||||||
| Asset Allocation Strategies LLC | 2.274.849 $ | +400.551 $ | +21,4 % | 1.874.298 $ | +525.245 $ | +38,9 % | 1.349.053 $ | +123.945 $ | +10,1 % | 1.225.108 $ | -205.509 $ | -14,4 % |
| Ascentis Independent Advisors | 2.273.878 $ | +1.597.211 $ | +236,0 % | 676.667 $ | -289.581 $ | -30,0 % | 966.248 $ | +15.195 $ | +1,6 % | |||
| COMERICA BANK | 2.267.496 $ | +1.459.663 $ | +180,7 % | 807.833 $ | -202.644 $ | -20,1 % | ||||||
| Evolution Wealth Advisors, LLC | 1.844.446 $ | +100.512 $ | +5,8 % | 1.743.934 $ | -234.853 $ | -11,9 % | 1.978.787 $ | -281.725 $ | -12,5 % | 2.260.512 $ | -214.672 $ | -8,7 % |
| MidWestOne Financial Group, Inc. | 2.248.816 $ | +2.044.816 $ | +1.002,4 % | 204.000 $ | +3.355 $ | +1,7 % | ||||||
| Dynamic Advisor Solutions LLC | 2.238.691 $ | +270.842 $ | +13,8 % | 1.967.849 $ | -133.558 $ | -6,4 % | 2.101.407 $ | +364.525 $ | +21,0 % | 1.736.882 $ | +179.337 $ | +11,5 % |
| Fermata Advisors, LLC | 2.238.534 $ | +296.187 $ | +15,2 % | 1.942.347 $ | +457.543 $ | +30,8 % | 1.484.804 $ | +98.795 $ | +7,1 % | 1.386.009 $ | +125.014 $ | +9,9 % |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 2.231.152 $ | +511.063 $ | +29,7 % | 1.720.089 $ | ||||||||
| HSBC HOLDINGS PLC | 1.462.371 $ | -767.773 $ | -34,4 % | 2.230.144 $ | +1.316.044 $ | +144,0 % | 914.100 $ | +377.716 $ | +70,4 % | |||
| Security National Bank | 2.221.152 $ | +415.375 $ | +23,0 % | 1.805.777 $ | +261.279 $ | +16,9 % | 1.544.498 $ | +251.583 $ | +19,5 % | 1.292.915 $ | +175.612 $ | +15,7 % |
| Juno Financial Group LLC | 2.204.265 $ | +19.162 $ | +0,9 % | 2.185.103 $ | +200.168 $ | +10,1 % | 1.984.935 $ | |||||
| Sigma Planning Corp | 1.202.742 $ | +112.690 $ | +10,3 % | 1.090.052 $ | -1.112.544 $ | -50,5 % | 2.202.596 $ | +77.580 $ | +3,7 % | 2.125.016 $ | +171.618 $ | +8,8 % |
| WBH ADVISORY INC | 2.066.343 $ | +308.469 $ | +17,5 % | 1.757.874 $ | -423.244 $ | -19,4 % | 2.181.118 $ | +262.838 $ | +13,7 % | 1.918.280 $ | +784.527 $ | +69,2 % |
| YHB Investment Advisors, Inc. | 2.012.803 $ | -157.389 $ | -7,3 % | 2.170.192 $ | +303.376 $ | +16,3 % | 1.866.816 $ | +548.486 $ | +41,6 % | 1.318.330 $ | +533.014 $ | +67,9 % |
| AE Wealth Management LLC | 2.073.887 $ | -95.471 $ | -4,4 % | 2.169.358 $ | +1.294.200 $ | +147,9 % | 875.158 $ | +435.569 $ | +99,1 % | 439.589 $ | +261.037 $ | +146,2 % |
| Wealthspire Retirement, LLC | 2.168.985 $ | +28.735 $ | +1,3 % | 2.140.250 $ | +29.659 $ | +1,4 % | 2.110.591 $ | +349.138 $ | +19,8 % | 1.761.453 $ | -199.234 $ | -10,2 % |
| Signal Advisors Wealth, LLC | 2.136.494 $ | +1.264.851 $ | +145,1 % | 871.643 $ | ||||||||
| Bernardo Wealth Planning LLC | 2.102.294 $ | +20.598 $ | +1,0 % | 2.081.696 $ | +276.987 $ | +15,3 % | 1.804.709 $ | +438.537 $ | +32,1 % | 1.366.172 $ | +299.172 $ | +28,0 % |
| InTrack Investment Management Inc | 2.100.157 $ | +608.757 $ | +40,8 % | 1.491.400 $ | +67.520 $ | +4,7 % | 1.423.880 $ | +253.741 $ | +21,7 % | 1.170.139 $ | +119.338 $ | +11,4 % |
| Legacy Edge Advisors, LLC | 2.089.620 $ | +411.056 $ | +24,5 % | 1.678.564 $ | -26.266 $ | -1,5 % | 1.704.830 $ | |||||
| NCM Capital Management, LLC | 2.085.997 $ | +327.097 $ | +18,6 % | 1.758.900 $ | +322.195 $ | +22,4 % | 1.436.705 $ | +86.182 $ | +6,4 % | 1.350.523 $ | +98.488 $ | +7,9 % |
| Valor Advisors LLC | 2.081.161 $ | +6.369 $ | +0,3 % | 2.074.792 $ | +0 $ | +0,0 % | 2.074.792 $ | |||||
| Ruggaard & Associates LLC | 2.065.953 $ | +245.777 $ | +13,5 % | 1.820.176 $ | -20.538 $ | -1,1 % | 1.840.714 $ | +46.876 $ | +2,6 % | 1.793.838 $ | +131.778 $ | +7,9 % |
| GFS Advisors, LLC | 2.061.438 $ | +31.844 $ | +1,6 % | 2.029.594 $ | -20.706 $ | -1,0 % | 2.050.300 $ | |||||
| McAdam, LLC | 1.577.093 $ | -287.734 $ | -15,4 % | 1.864.827 $ | -151.436 $ | -7,5 % | 2.016.263 $ | -3.244 $ | -0,2 % | 2.019.507 $ | +50.090 $ | +2,5 % |
| LAVELLE CAPITAL LP | 2.016.547 $ | |||||||||||
| Quantinno Capital Management LP | 2.014.296 $ | |||||||||||
| Beaumont Financial Advisors, LLC | 1.769.798 $ | +10.090 $ | +0,6 % | 1.759.708 $ | -46.990 $ | -2,6 % | 1.806.698 $ | -205.750 $ | -10,2 % | 2.012.448 $ | +75.868 $ | +3,9 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.002.692 $ | +1.240.950 $ | +162,9 % | 761.742 $ | +33.477 $ | +4,6 % | 728.265 $ | +142.534 $ | +24,3 % | 585.731 $ | +225.128 $ | +62,4 % |
| Strategic Blueprint, LLC | 1.988.812 $ | +121.554 $ | +6,5 % | 1.867.258 $ | +569.017 $ | +43,8 % | 1.298.241 $ | +256 $ | +0,0 % | 1.297.985 $ | -147.425 $ | -10,2 % |
| Impact Investors, Inc | 1.977.571 $ | +407.635 $ | +26,0 % | 1.569.936 $ | -70.961 $ | -4,3 % | 1.640.897 $ | +69.564 $ | +4,4 % | 1.571.333 $ | ||
| Mayfair Advisory Group, LLC | 1.645.402 $ | -7.743 $ | -0,5 % | 1.653.145 $ | -316.158 $ | -16,1 % | 1.969.303 $ | +179.645 $ | +10,0 % | 1.789.658 $ | +93.734 $ | +5,5 % |
| SteelPeak Wealth, LLC | 1.735.277 $ | -233.060 $ | -11,8 % | 1.968.337 $ | ||||||||
| MBM WEALTH CONSULTANTS, LLC | 1.942.974 $ | +144.234 $ | +8,0 % | 1.798.740 $ | -96.778 $ | -5,1 % | 1.895.518 $ | +40.089 $ | +2,2 % | 1.855.429 $ | +33.244 $ | +1,8 % |
| Savvy Advisors, Inc. | 1.881.516 $ | +587.150 $ | +45,4 % | 1.294.366 $ | -37.583 $ | -2,8 % | 1.331.949 $ | +911.461 $ | +216,8 % | 420.488 $ | +82.142 $ | +24,3 % |
| Arete Wealth Advisors, LLC | 1.865.853 $ | +328.505 $ | +21,4 % | 1.537.348 $ | +974.348 $ | +173,1 % | 563.000 $ | +37.000 $ | +7,0 % | |||
| Freedom Investment Management, Inc. | 1.556.843 $ | +20.713 $ | +1,3 % | 1.536.130 $ | +42.892 $ | +2,9 % | 1.493.238 $ | -353.861 $ | -19,2 % | 1.847.099 $ | -3.155.067 $ | -63,1 % |
| 49 WEALTH MANAGEMENT, LLC | 1.844.036 $ | +44.850 $ | +2,5 % | 1.799.186 $ | +474.657 $ | +35,8 % | 1.324.529 $ | +38.129 $ | +3,0 % | |||
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.816.640 $ | +42.445 $ | +2,4 % | 1.774.195 $ | +42.853 $ | +2,5 % | 1.731.342 $ | +1.029 $ | +0,1 % | 1.730.313 $ | +622.299 $ | +56,2 % |
| Friday Financial | 1.815.304 $ | +641.663 $ | +54,7 % | 1.173.641 $ | +191.315 $ | +19,5 % | 982.326 $ | +88.566 $ | +9,9 % | 893.760 $ | +320.865 $ | +56,0 % |
| OPAL CAPITAL LLC | 1.814.308 $ | |||||||||||
| MGO ONE SEVEN LLC | 1.813.050 $ | +546.629 $ | +43,2 % | 1.266.421 $ | +419.707 $ | +49,6 % | 846.714 $ | +339.718 $ | +67,0 % | 506.996 $ | +28.402 $ | +5,9 % |
| Pine Harbor Wealth Management, LLC | 1.783.196 $ | +19.547 $ | +1,1 % | 1.763.649 $ | -32.456 $ | -1,8 % | 1.796.105 $ | -12.170 $ | -0,7 % | 1.808.275 $ | +15.121 $ | +0,8 % |
| WESBANCO BANK INC | 1.794.097 $ | -10.692 $ | -0,6 % | 1.804.789 $ | +1.080.856 $ | +149,3 % | 723.933 $ | |||||
| FULTON BANK, N.A. | 1.798.033 $ | +59.106 $ | +3,4 % | 1.738.927 $ | +458.556 $ | +35,8 % | 1.280.371 $ | +338.131 $ | +35,9 % | 942.240 $ | +340.784 $ | +56,7 % |
| Arax Advisory Partners | 1.775.652 $ | +1.557.800 $ | +715,1 % | 217.852 $ | -1.148.024 $ | -84,1 % | 1.365.876 $ | +1.351.279 $ | +9.257,2 % | 14.597 $ | -10.039 $ | -40,7 % |
| Lionsbridge Wealth Management LLC | 468.532 $ | -532.618 $ | -53,2 % | 1.001.150 $ | -515.248 $ | -34,0 % | 1.516.398 $ | -256.997 $ | -14,5 % | 1.773.395 $ | +1.081.385 $ | +156,3 % |
| Lunt Capital Management, Inc. | 1.767.745 $ | +75.573 $ | +4,5 % | 1.692.172 $ | +1.477.138 $ | +686,9 % | 215.034 $ | |||||
| KINGSWOOD WEALTH ADVISORS, LLC | 1.759.276 $ | +70.129 $ | +4,2 % | 1.689.147 $ | +375.892 $ | +28,6 % | 1.313.255 $ | +197.725 $ | +17,7 % | 1.115.530 $ | +266.069 $ | +31,3 % |
| Creative Planning | 1.750.340 $ | +119.830 $ | +7,3 % | 1.630.510 $ | +446.762 $ | +37,7 % | 1.183.748 $ | +354.913 $ | +42,8 % | 828.835 $ | -320.533 $ | -27,9 % |
| Legacy Wealth Managment, LLC/ID | 1.324.838 $ | -420.609 $ | -24,1 % | 1.745.447 $ | +27.811 $ | +1,6 % | 1.717.636 $ | +189.746 $ | +12,4 % | 1.527.890 $ | +133.357 $ | +9,6 % |
| Spire Wealth Management | 1.738.725 $ | +64.501 $ | +3,9 % | 1.674.224 $ | +146.094 $ | +9,6 % | 1.528.130 $ | +1.468.323 $ | +2.455,1 % | 59.807 $ | -222.446 $ | -78,8 % |
| Linscomb Wealth, Inc. | 1.724.398 $ | +479.197 $ | +38,5 % | 1.245.201 $ | ||||||||
| Clear Point Advisors Inc. | 1.715.689 $ | +33.693 $ | +2,0 % | 1.681.996 $ | +186.916 $ | +12,5 % | 1.495.080 $ | +88.881 $ | +6,3 % | |||
| Everest Financial Group LLC | 1.713.835 $ | +182.078 $ | +11,9 % | 1.531.757 $ | +82.776 $ | +5,7 % | 1.448.981 $ | |||||
| SIERRA OCEAN, LLC | 1.704.026 $ | +172.926 $ | +11,3 % | 1.531.100 $ | +49.451 $ | +3,3 % | 1.481.649 $ | +116.708 $ | +8,6 % | 1.364.941 $ | +1.333.829 $ | +4.287,2 % |
| TriaGen Wealth Management LLC | 1.664.981 $ | +5.723 $ | +0,3 % | 1.659.258 $ | -8.814 $ | -0,5 % | 1.668.072 $ | -2.674 $ | -0,2 % | 1.670.746 $ | ||
| Krilogy Financial LLC | 1.607.782 $ | -43.493 $ | -2,6 % | 1.651.275 $ | -7.869 $ | -0,5 % | 1.659.144 $ | -3.774 $ | -0,2 % | 1.662.918 $ | ||
| Kooman & Associates | 1.537.531 $ | +42.080 $ | +2,8 % | 1.495.451 $ | -108.379 $ | -6,8 % | 1.603.830 $ | -51.132 $ | -3,1 % | 1.654.962 $ | +97.606 $ | +6,3 % |
| Carter Financial, LLC | 1.647.195 $ | +364.506 $ | +28,4 % | 1.282.689 $ | +529.467 $ | +70,3 % | 753.222 $ | |||||
| Prospera Financial Services Inc | 899.421 $ | -744.411 $ | -45,3 % | 1.643.832 $ | +480.039 $ | +41,2 % | 1.163.793 $ | +138.110 $ | +13,5 % | 1.025.683 $ | +56.241 $ | +5,8 % |
| Key FInancial Inc | 1.636.382 $ | +658.495 $ | +67,3 % | 977.887 $ | +711.569 $ | +267,2 % | 266.318 $ | +77.651 $ | +41,2 % | 188.667 $ | +92.356 $ | +95,9 % |
| Timmons Wealth Management, LLC | 400.769 $ | -1.234.309 $ | -75,5 % | 1.635.078 $ | +2.419 $ | +0,1 % | 1.632.659 $ | |||||
| HICKS CAPITAL MANAGEMENT LLC | 1.603.915 $ | +67.996 $ | +4,4 % | 1.535.919 $ | +480.014 $ | +45,5 % | 1.055.905 $ | +66.020 $ | +6,7 % | 989.885 $ | +64.014 $ | +6,9 % |
| First Citizens Financial Corp | 645.618 $ | -121.893 $ | -15,9 % | 767.511 $ | -202.203 $ | -20,9 % | 969.714 $ | -612.092 $ | -38,7 % | 1.581.806 $ | +320.506 $ | +25,4 % |
| Rothschild Wealth LLC | 1.562.239 $ | +197.060 $ | +14,4 % | 1.365.179 $ | +30.839 $ | +2,3 % | 1.334.340 $ | |||||
| Keating Financial Advisory Services, Inc. | 1.551.270 $ | +670.517 $ | +76,1 % | 880.753 $ | +298.294 $ | +51,2 % | 582.459 $ | |||||
| Boyce & Associates Wealth Consulting, Inc. | 1.546.190 $ | +36.622 $ | +2,4 % | 1.509.568 $ | +63.882 $ | +4,4 % | 1.445.686 $ | -2.450 $ | -0,2 % | 1.448.136 $ | +179.685 $ | +14,2 % |
| Marion Wealth Management | 1.546.041 $ | +20.296 $ | +1,3 % | 1.525.745 $ | +112.686 $ | +8,0 % | 1.413.059 $ | +204.555 $ | +16,9 % | 1.208.504 $ | +146.307 $ | +13,8 % |
| Seascape Capital Management | 1.545.000 $ | +20.000 $ | +1,3 % | 1.525.000 $ | +717.000 $ | +88,7 % | 808.000 $ | +202.000 $ | +33,3 % | 606.000 $ | +5.000 $ | +0,8 % |
| Marshall Financial Group, LLC | 1.524.462 $ | +20.013 $ | +1,3 % | 1.504.449 $ | -15.349 $ | -1,0 % | 1.519.798 $ | +254.241 $ | +20,1 % | 1.265.557 $ | +239.720 $ | +23,4 % |
| Inscription Capital, LLC | 1.509.963 $ | +24.395 $ | +1,6 % | 1.485.568 $ | -10.697 $ | -0,7 % | 1.496.265 $ | |||||
| Family Investment Center, Inc. | 1.501.819 $ | +856.798 $ | +132,8 % | 645.021 $ | +52.952 $ | +8,9 % | 592.069 $ | +1.419 $ | +0,2 % | 590.650 $ | +9.713 $ | +1,7 % |
| STEPHENS INC /AR/ | 823.249 $ | +34.554 $ | +4,4 % | 788.695 $ | -694.929 $ | -46,8 % | 1.483.624 $ | +255.449 $ | +20,8 % | 1.228.175 $ | -511.236 $ | -29,4 % |
| Talisman Wealth Advisors LLC | 1.476.321 $ | |||||||||||
| Cauble & Harre Wealth Management, Inc. | 1.057.638 $ | +18.599 $ | +1,8 % | 1.039.039 $ | -436.213 $ | -29,6 % | 1.475.252 $ | |||||
| Paladin Wealth, LLC | 320.060 $ | -1.144.585 $ | -78,1 % | 1.464.645 $ | +128.061 $ | +9,6 % | ||||||
| Balanced Rock Investment Advisors LLC | 1.464.231 $ | +109.777 $ | +8,1 % | 1.354.454 $ | +16.470 $ | +1,2 % | 1.337.984 $ | +47.024 $ | +3,6 % | 1.290.960 $ | +138.958 $ | +12,1 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.440.980 $ | +1.240.184 $ | +617,6 % | 200.796 $ | -30.967 $ | -13,4 % | 231.763 $ | |||||
| Rooted Wealth Advisors, Inc. | 1.433.205 $ | +119.570 $ | +9,1 % | 1.313.635 $ | +187.499 $ | +16,6 % | 1.126.136 $ | +97.731 $ | +9,5 % | |||
| Marks Group Wealth Management, Inc | 1.420.373 $ | +20.785 $ | +1,5 % | 1.399.588 $ | +1.000.609 $ | +250,8 % | 398.979 $ | +19.444 $ | +5,1 % | 379.535 $ | +14.130 $ | +3,9 % |
| NorthCoast Asset Management LLC | 1.405.761 $ | +21.405 $ | +1,5 % | |||||||||
| Sequent Planning LLC | 1.404.187 $ | +217.316 $ | +18,3 % | 1.186.871 $ | +425.155 $ | +55,8 % | 761.716 $ | +206.715 $ | +37,2 % | 555.001 $ | +274.694 $ | +98,0 % |
| BCGM Wealth Management, LLC | 968.159 $ | -408.181 $ | -29,7 % | 1.376.340 $ | -21.348 $ | -1,5 % | 1.397.688 $ | +15.169 $ | +1,1 % | 1.382.519 $ | +406.012 $ | +41,6 % |
| MN Wealth Advisors, LLC | 1.342.109 $ | +67.298 $ | +5,3 % | 1.274.811 $ | -77.787 $ | -5,8 % | 1.352.598 $ | -44.104 $ | -3,2 % | 1.396.702 $ | +75.668 $ | +5,7 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.392.347 $ | +152.851 $ | +12,3 % | 1.239.496 $ | ||||||||
| Bedel Financial Consulting, Inc. | 1.390.053 $ | +41.623 $ | +3,1 % | 1.348.430 $ | +101.488 $ | +8,1 % | 1.246.942 $ | +5.406 $ | +0,4 % | 1.241.536 $ | +48.552 $ | +4,1 % |
| COZAD ASSET MANAGEMENT INC | 1.388.640 $ | +420.791 $ | +43,5 % | 967.849 $ | -38.100 $ | -3,8 % | 1.005.949 $ | +21.654 $ | +2,2 % | 984.295 $ | +98.413 $ | +11,1 % |
| Helium Advisors LLC | 1.375.592 $ | +519.109 $ | +60,6 % | 856.483 $ | -94.807 $ | -10,0 % | 951.290 $ | +687.312 $ | +260,4 % | 263.978 $ | ||
| INNEALTA CAPITAL, LLC | 1.243.852 $ | +6.988 $ | +0,6 % | 1.236.864 $ | +578.294 $ | +87,8 % | 658.570 $ | -714.613 $ | -52,0 % | 1.373.183 $ | ||
| WEALTH ALLIANCE, LLC | 1.349.881 $ | -11.123 $ | -0,8 % | 1.361.004 $ | +730.069 $ | +115,7 % | 630.935 $ | |||||
| Tandem Financial, LLC | 1.360.288 $ | +100.831 $ | +8,0 % | 1.259.457 $ | +753.949 $ | +149,1 % | 505.508 $ | |||||
| FAS Wealth Partners, Inc. | 1.357.382 $ | +96.938 $ | +7,7 % | 1.260.444 $ | +13.509 $ | +1,1 % | 1.246.935 $ | +215.070 $ | +20,8 % | 1.031.865 $ | +29.671 $ | +3,0 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.113.443 $ | +51.055 $ | +4,8 % | 1.062.388 $ | +619.565 $ | +139,9 % | 442.823 $ | -905.495 $ | -67,2 % | 1.348.318 $ | -2.617 $ | -0,2 % |
| Synergy Investment Management, LLC | 1.341.556 $ | +28.564 $ | +2,2 % | 1.312.992 $ | +220.575 $ | +20,2 % | 1.092.417 $ | +169.674 $ | +18,4 % | 922.743 $ | ||
| WNY Asset Management, LLC | 804.096 $ | +22.106 $ | +2,8 % | 781.990 $ | -551.151 $ | -41,3 % | 1.333.141 $ | +34.190 $ | +2,6 % | |||
| Tradewinds, LLC. | 1.323.256 $ | +442.793 $ | +50,3 % | 880.463 $ | +18.953 $ | +2,2 % | 861.510 $ | |||||
| Bernicke Wealth Management, Ltd. | 1.181.528 $ | -132.109 $ | -10,1 % | 1.313.637 $ | +18.514 $ | +1,4 % | 1.295.123 $ | |||||
| Pure Financial Advisors, LLC | 1.311.511 $ | -65 $ | -0,0 % | 1.311.576 $ | +15.535 $ | +1,2 % | 1.296.041 $ | -16.530 $ | -1,3 % | 1.312.571 $ | +714.968 $ | +119,6 % |
| Cyr Financial Inc. | 1.292.007 $ | +29.660 $ | +2,3 % | 1.262.347 $ | +157.811 $ | +14,3 % | 1.104.536 $ | +124.358 $ | +12,7 % | 980.178 $ | +127.214 $ | +14,9 % |
| Semus Wealth Partners LLC | 1.291.498 $ | +71.827 $ | +5,9 % | 1.219.671 $ | -46.894 $ | -3,7 % | 1.266.565 $ | +29.325 $ | +2,4 % | 1.237.240 $ | +49.477 $ | +4,2 % |
| Sand Hill Global Advisors, LLC | 1.003.374 $ | -131.399 $ | -11,6 % | 1.134.773 $ | -146.210 $ | -11,4 % | 1.280.983 $ | +115.328 $ | +9,9 % | 1.165.655 $ | -453.751 $ | -28,0 % |
| High Net Worth Advisory Group LLC | 1.277.000 $ | +27.631 $ | +2,2 % | 1.249.369 $ | +236.995 $ | +23,4 % | 1.012.374 $ | +303.422 $ | +42,8 % | 708.952 $ | +11.659 $ | +1,7 % |
| Ausdal Financial Partners, Inc. | 1.276.662 $ | +60.515 $ | +5,0 % | 1.216.147 $ | +440.244 $ | +56,7 % | 775.903 $ | -53.293 $ | -6,4 % | 829.196 $ | +590.140 $ | +246,9 % |
| NWF Advisory Services Inc. | 1.272.707 $ | +155.531 $ | +13,9 % | 1.117.176 $ | -110.835 $ | -9,0 % | 1.228.011 $ | +207.205 $ | +20,3 % | 1.020.806 $ | +155.928 $ | +18,0 % |
| TRUSTMARK BANK TRUST DEPARTMENT | 1.270.385 $ | +15.881 $ | +1,3 % | 1.254.504 $ | -18.102 $ | -1,4 % | 1.272.606 $ | +332.451 $ | +35,4 % | 940.155 $ | -468.876 $ | -33,3 % |
| Dorsey & Whitney Trust CO LLC | 1.233.703 $ | -30.544 $ | -2,4 % | 1.264.247 $ | +171.427 $ | +15,7 % | 1.092.820 $ | +55.662 $ | +5,4 % | 1.037.158 $ | -105.307 $ | -9,2 % |
| Argent Trust Co | 1.098.995 $ | +12.047 $ | +1,1 % | 1.086.948 $ | -174.333 $ | -13,8 % | 1.261.281 $ | +124.569 $ | +11,0 % | 1.136.712 $ | +9.506 $ | +0,8 % |
| HBW ADVISORY SERVICES LLC | 1.130.378 $ | +12.712 $ | +1,1 % | 1.117.666 $ | -140.053 $ | -11,1 % | 1.257.719 $ | +204.459 $ | +19,4 % | 1.053.260 $ | -847.357 $ | -44,6 % |
| BOSTON FAMILY OFFICE LLC | 933.000 $ | -320.000 $ | -25,5 % | 1.253.000 $ | +206.000 $ | +19,7 % | 1.047.000 $ | +148.000 $ | +16,5 % | 899.000 $ | +553.000 $ | +159,8 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 283.253 $ | -950.514 $ | -77,0 % | 1.233.767 $ | +1.168.975 $ | +1.804,2 % | 64.792 $ | |||||
| INSIGNEO ADVISORY SERVICES, LLC | 1.230.350 $ | +733.070 $ | +147,4 % | 497.280 $ | -13.896 $ | -2,7 % | 511.176 $ | |||||
| Rossby Financial, LCC | 1.223.436 $ | +35.969 $ | +3,0 % | 1.187.467 $ | ||||||||
| Sunflower Bank, N.A. | 461.791 $ | -141.793 $ | -23,5 % | 603.584 $ | -74.612 $ | -11,0 % | 678.196 $ | -544.269 $ | -44,5 % | 1.222.465 $ | +3.513 $ | +0,3 % |
| Forum Private Client Group LLC | 1.217.955 $ | +38.798 $ | +3,3 % | 1.179.157 $ | +204.131 $ | +20,9 % | 975.026 $ | +18.569 $ | +1,9 % | 956.457 $ | +117.731 $ | +14,0 % |
| Redhawk Wealth Advisors, Inc. | 758.212 $ | +89.666 $ | +13,4 % | 668.546 $ | +35.033 $ | +5,5 % | 633.513 $ | -576.717 $ | -47,7 % | 1.210.230 $ | -6.905.327 $ | -85,1 % |
| Mechanics Bank Trust Department | 1.180.622 $ | +42.385 $ | +3,7 % | 1.138.237 $ | -64.810 $ | -5,4 % | 1.203.047 $ | +33.047 $ | +2,8 % | 1.170.000 $ | +293.880 $ | +33,5 % |
| NVWM, LLC | 1.139.331 $ | -59.812 $ | -5,0 % | 1.199.143 $ | +245.142 $ | +25,7 % | 954.001 $ | +55.961 $ | +6,2 % | 898.040 $ | +31.995 $ | +3,7 % |
| Madison Wealth Partners, Inc | 1.198.561 $ | +135.898 $ | +12,8 % | 1.062.663 $ | +8.128 $ | +0,8 % | 1.054.535 $ | +37.823 $ | +3,7 % | 1.016.712 $ | +128.688 $ | +14,5 % |
| Clearstead Advisors, LLC | 1.196.052 $ | +870.385 $ | +267,3 % | |||||||||
| Axis Wealth Partners, LLC | 1.191.557 $ | +72.348 $ | +6,5 % | 1.119.209 $ | +149.010 $ | +15,4 % | 970.199 $ | +58.443 $ | +6,4 % | 911.756 $ | +102.477 $ | +12,7 % |
| Crossmark Global Holdings, Inc. | 917.196 $ | +49.810 $ | +5,7 % | 867.386 $ | -34.201 $ | -3,8 % | 901.587 $ | -283.363 $ | -23,9 % | 1.184.950 $ | +44.117 $ | +3,9 % |
| Simmons Bank | 1.181.838 $ | +451.223 $ | +61,8 % | 730.615 $ | +525.679 $ | +256,5 % | 204.936 $ | |||||
| Allied Private Wealth LLC | 1.178.806 $ | |||||||||||
| IFG Advisory, LLC | 6.900 $ | -1.163.972 $ | -99,4 % | 1.170.872 $ | +53.851 $ | +4,8 % | 1.117.021 $ | -1.313.912 $ | -54,0 % | |||
| Allen Capital Group, LLC | 1.167.647 $ | +79.707 $ | +7,3 % | 1.087.940 $ | -45.090 $ | -4,0 % | 1.133.030 $ | +108.045 $ | +10,5 % | 1.024.985 $ | +223.648 $ | +27,9 % |
| Forthright Family Wealth Advisory LLC | 1.139.674 $ | -27.105 $ | -2,3 % | 1.166.779 $ | +79.828 $ | +7,3 % | 1.086.951 $ | -42.978 $ | -3,8 % | |||
| Aptus Capital Advisors, LLC | 1.066.032 $ | +303.527 $ | +39,8 % | 762.505 $ | -247.839 $ | -24,5 % | 1.010.344 $ | -154.496 $ | -13,3 % | 1.164.840 $ | +161.505 $ | +16,1 % |
| Immaculate Wealth Management LLC | 954.634 $ | -195.286 $ | -17,0 % | 1.149.920 $ | ||||||||
| Milestone Investment Advisors LLC | 1.140.459 $ | +58.056 $ | +5,4 % | 1.082.403 $ | +12.853 $ | +1,2 % | 1.069.550 $ | +193.526 $ | +22,1 % | 876.024 $ | -6.003.015 $ | -87,3 % |
| VISTA INVESTMENT MANAGEMENT | 1.115.626 $ | -1.101 $ | -0,1 % | 1.116.727 $ | -11.392 $ | -1,0 % | 1.128.119 $ | +8.240 $ | +0,7 % | 1.119.879 $ | +186.399 $ | +20,0 % |
| FF Advisors,LLC | 1.123.224 $ | +6.732 $ | +0,6 % | 1.116.492 $ | ||||||||
| M Holdings Securities, Inc. | 1.119.000 $ | +40.000 $ | +3,7 % | 1.079.000 $ | +285.000 $ | +35,9 % | 794.000 $ | |||||
| PAX Financial Group, LLC | 1.112.942 $ | +212.482 $ | +23,6 % | 900.460 $ | +292.842 $ | +48,2 % | 607.618 $ | +38.905 $ | +6,8 % | 568.713 $ | +51.514 $ | +10,0 % |
| SageView Advisory Group, LLC | 872.822 $ | -91.269 $ | -9,5 % | 964.091 $ | -144.490 $ | -13,0 % | 1.108.581 $ | +89.075 $ | +8,7 % | 1.019.506 $ | +212.975 $ | +26,4 % |
| Conrad Siegel Investment Advisors, Inc. | 1.107.461 $ | +613.834 $ | +124,4 % | 493.627 $ | +83.941 $ | +20,5 % | 409.686 $ | +1.483 $ | +0,4 % | 408.203 $ | +172.061 $ | +72,9 % |
| Boyd Wealth Management, LLC | 1.089.994 $ | +627.137 $ | +135,5 % | 462.857 $ | ||||||||
| Apollon Financial, LLC | 1.000.727 $ | +14.652 $ | +1,5 % | 986.075 $ | -85.117 $ | -7,9 % | 1.071.192 $ | +84.379 $ | +8,6 % | 986.813 $ | +486.082 $ | +97,1 % |
| SAXON INTERESTS, INC. | 1.054.866 $ | +26.097 $ | +2,5 % | 1.028.769 $ | -15.287 $ | -1,5 % | 1.044.056 $ | +1.266 $ | +0,1 % | 1.042.790 $ | +51.006 $ | +5,1 % |
| UMB Bank, n.a. | 1.042.861 $ | +11.431 $ | +1,1 % | 1.031.430 $ | -18.980 $ | -1,8 % | 1.050.410 $ | |||||
| Centerline Wealth Advisors, LLC | 1.046.431 $ | +419.956 $ | +67,0 % | 626.475 $ | -142.034 $ | -18,5 % | 768.509 $ | |||||
| First Bank & Trust | 1.043.151 $ | +506.037 $ | +94,2 % | 537.114 $ | +249.589 $ | +86,8 % | 287.525 $ | |||||
| Arbor Investment Advisors, LLC | 1.042.761 $ | +256.918 $ | +32,7 % | 785.843 $ | -8.017 $ | -1,0 % | 793.860 $ | +393.686 $ | +98,4 % | 400.174 $ | +15.957 $ | +4,2 % |
| King Wealth Management Group | 1.040.000 $ | |||||||||||
| Balentine LLC | 997.346 $ | +54.162 $ | +5,7 % | 943.184 $ | -94.585 $ | -9,1 % | 1.037.769 $ | +22.339 $ | +2,2 % | 1.015.430 $ | ||
| MEMBERS WEALTH LLC | 1.037.314 $ | +162.468 $ | +18,6 % | 874.846 $ | +25.206 $ | +3,0 % | 849.640 $ | -34.719 $ | -3,9 % | 884.359 $ | ||
| JSF Financial, LLC | 1.029.506 $ | +57.455 $ | +5,9 % | 972.051 $ | -38.704 $ | -3,8 % | 1.010.755 $ | +25.085 $ | +2,5 % | 985.670 $ | +351.454 $ | +55,4 % |
| PLANNING DIRECTIONS INC | 1.025.785 $ | +22.663 $ | +2,3 % | 1.003.122 $ | -1.267 $ | -0,1 % | 1.004.389 $ | +9.646 $ | +1,0 % | 994.743 $ | +18.599 $ | +1,9 % |
| Wealth Enhancement Trust Services, Inc. | 1.025.662 $ | +185.080 $ | +22,0 % | 840.582 $ | +687.466 $ | +449,0 % | 153.116 $ | |||||
| LOCKERMAN FINANCIAL GROUP, INC. | 1.022.547 $ | +23.959 $ | +2,4 % | 998.588 $ | ||||||||
| Mascagni Wealth Management, Inc. | 1.022.435 $ | +72.717 $ | +7,7 % | 949.718 $ | +79.837 $ | +9,2 % | 869.881 $ | -4.095 $ | -0,5 % | 873.976 $ | -651.962 $ | -42,7 % |
| CAMBIENT FAMILY OFFICE, LLC | 1.021.965 $ | +21.156 $ | +2,1 % | 1.000.809 $ | ||||||||
| PKS Advisory Services, LLC | 1.011.077 $ | +249.926 $ | +32,8 % | 761.151 $ | +10.343 $ | +1,4 % | 750.808 $ | +30.655 $ | +4,3 % | 720.153 $ | +43.168 $ | +6,4 % |
| CHOREO, LLC | 1.007.072 $ | +13.221 $ | +1,3 % | 993.851 $ | +308.253 $ | +45,0 % | 685.598 $ | +2.234 $ | +0,3 % | 683.364 $ | -168.856 $ | -19,8 % |
| Focus Financial Network, Inc. | 646.272 $ | -5.789 $ | -0,9 % | 652.061 $ | -354.820 $ | -35,2 % | 1.006.881 $ | +245.130 $ | +32,2 % | 761.751 $ | +221.674 $ | +41,0 % |
| Collaborative Wealth Managment Inc. | 1.005.389 $ | +50.599 $ | +5,3 % | 954.790 $ | -17.096 $ | -1,8 % | 971.886 $ | +10.110 $ | +1,1 % | 961.776 $ | +136.083 $ | +16,5 % |
| Resurgent Financial Advisors LLC | 310.667 $ | -4.012 $ | -1,3 % | 314.679 $ | -688.937 $ | -68,6 % | 1.003.616 $ | +550.036 $ | +121,3 % | |||
| Johnson Bixby & Associates, LLC | 400.782 $ | +5.261 $ | +1,3 % | 395.521 $ | -603.470 $ | -60,4 % | 998.991 $ | |||||
| Perennial Advisors, LLC | 996.638 $ | +54.326 $ | +5,8 % | 942.312 $ | +45.432 $ | +5,1 % | 896.880 $ | +262.219 $ | +41,3 % | 634.661 $ | +30.294 $ | +5,0 % |
| HRT FINANCIAL LP | 362.000 $ | -629.000 $ | -63,5 % | 991.000 $ | ||||||||
| NWAM LLC | 982.956 $ | +341.603 $ | +53,3 % | |||||||||
| Garden State Investment Advisory Services LLC | 981.071 $ | +710.052 $ | +262,0 % | 271.019 $ | +55.497 $ | +25,8 % | 215.522 $ | +8.666 $ | +4,2 % | 206.856 $ | ||
| Blue Trust, Inc. | 10.069 $ | +2.464 $ | +32,4 % | 7.605 $ | -60.698 $ | -88,9 % | 68.303 $ | -875.497 $ | -92,8 % | 943.800 $ | +44.348 $ | +4,9 % |
| Strategic Wealth Advisors LLC | 927.000 $ | -13.000 $ | -1,4 % | 940.000 $ | +13.000 $ | +1,4 % | 927.000 $ | |||||
| Brookwood Investment Group LLC | 811.544 $ | -105.223 $ | -11,5 % | 916.767 $ | -20.867 $ | -2,2 % | 937.634 $ | +227.622 $ | +32,1 % | 710.012 $ | -257.074 $ | -26,6 % |
| Investment Advisory Group, LLC | 934.245 $ | +520.661 $ | +125,9 % | 413.584 $ | +13.455 $ | +3,4 % | 400.129 $ | +24.643 $ | +6,6 % | 375.486 $ | +16.903 $ | +4,7 % |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 931.590 $ | +50.591 $ | +5,7 % | 880.999 $ | -34.739 $ | -3,8 % | 915.738 $ | |||||
| Compass Wealth Management, LLC/GA | 923.899 $ | +17.248 $ | +1,9 % | 906.651 $ | -11.140 $ | -1,2 % | 917.791 $ | +106.549 $ | +13,1 % | 811.242 $ | +18.217 $ | +2,3 % |
| WCG Wealth Advisors LLC | 892.369 $ | -31.046 $ | -3,4 % | 923.415 $ | -25.303 $ | -2,7 % | ||||||
| A4 Wealth Advisors LLC | 923.166 $ | |||||||||||
| GTS SECURITIES LLC | 467.118 $ | -455.265 $ | -49,4 % | 922.383 $ | ||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 921.827 $ | +221.332 $ | +31,6 % | 700.495 $ | +84.852 $ | +13,8 % | 615.643 $ | |||||
| StrongBox Wealth, LLC | 262.596 $ | +3.448 $ | +1,3 % | 259.148 $ | -657.276 $ | -71,7 % | 916.424 $ | +101.990 $ | +12,5 % | 814.434 $ | -11.923 $ | -1,4 % |
| Jefferies Financial Group Inc. | 908.417 $ | |||||||||||
| Harbor Asset Planning, Inc. | 896.402 $ | +134.609 $ | +17,7 % | 761.793 $ | +49.573 $ | +7,0 % | 712.220 $ | +61.564 $ | +9,5 % | 650.656 $ | +40.660 $ | +6,7 % |
| First PREMIER Bank | 887.000 $ | +135.000 $ | +18,0 % | 752.000 $ | +260.000 $ | +52,8 % | 492.000 $ | +73.000 $ | +17,4 % | 419.000 $ | +113.000 $ | +36,9 % |
| Advisory Alpha, LLC | 221.156 $ | -664.381 $ | -75,0 % | 885.537 $ | +74.433 $ | +9,2 % | 811.104 $ | +25.095 $ | +3,2 % | 786.009 $ | +159.216 $ | +25,4 % |
| XY Planning Network, Inc. | 884.444 $ | |||||||||||
| Advisors Asset Management, Inc. | 880.454 $ | +31.936 $ | +3,8 % | 848.518 $ | +16.040 $ | +1,9 % | 832.478 $ | -28.734 $ | -3,3 % | 861.212 $ | +37.881 $ | +4,6 % |
| J. R. Prunier Capital Management LLC | 871.305 $ | +355.304 $ | +68,9 % | 516.001 $ | ||||||||
| Tenzing Financial LLC | 869.105 $ | |||||||||||
| VISTA INVESTMENT PARTNERS II, LLC | 846.893 $ | +160.767 $ | +23,4 % | 686.126 $ | ||||||||
| ROCKLAND TRUST CO | 844.362 $ | +232.815 $ | +38,1 % | 611.547 $ | +61.355 $ | +11,2 % | 550.192 $ | -36.916 $ | -6,3 % | 587.108 $ | +10.936 $ | +1,9 % |
| Narus Financial Partners, LLC | 693.146 $ | -149.060 $ | -17,7 % | 842.206 $ | +106.154 $ | +14,4 % | 736.052 $ | -12.832 $ | -1,7 % | 748.884 $ | +78.268 $ | +11,7 % |
| Mission Hills Financial Advisory, LLC | 604.475 $ | -227.343 $ | -27,3 % | 831.818 $ | +466.259 $ | +127,5 % | 365.559 $ | |||||
| Prosperity Wealth Management, Inc. | 825.000 $ | +44.840 $ | +5,7 % | 780.160 $ | +89.117 $ | +12,9 % | ||||||
| Entelevest, LLC | 824.504 $ | +206.841 $ | +33,5 % | 617.663 $ | +250.982 $ | +68,4 % | 366.681 $ | |||||
| Crane Advisory, LLC | 817.306 $ | +396.801 $ | +94,4 % | 420.505 $ | +5.715 $ | +1,4 % | 414.790 $ | +189.972 $ | +84,5 % | 224.818 $ | ||
| Centurion Wealth Management LLC | 816.782 $ | +40.232 $ | +5,2 % | 776.550 $ | +521.440 $ | +204,4 % | 255.110 $ | +152 $ | +0,1 % | 254.958 $ | +4.193 $ | +1,7 % |
| Birchwood Financial Partners, Inc. | 812.030 $ | +177.232 $ | +27,9 % | 634.798 $ | +22.296 $ | +3,6 % | 612.502 $ | |||||
| SECURED RETIREMENT ADVISORS, LLC | 808.524 $ | +15.159 $ | +1,9 % | 793.365 $ | +73.752 $ | +10,2 % | 719.613 $ | +2.245 $ | +0,3 % | 717.368 $ | -1.144.962 $ | -61,5 % |
| Mountain Capital Investment Advisors Inc. | 756.496 $ | +3.492 $ | +0,5 % | 753.004 $ | -51.670 $ | -6,4 % | 804.674 $ | +104.549 $ | +14,9 % | 700.125 $ | +262.876 $ | +60,1 % |
| Financial Advocates Investment Management | 799.110 $ | +116.236 $ | +17,0 % | |||||||||
| Ameritas Investment Partners, Inc. | 795.922 $ | +43.877 $ | +5,8 % | 752.045 $ | ||||||||
| WASHINGTON TRUST Co | 792.376 $ | +309.919 $ | +64,2 % | 482.457 $ | ||||||||
| EHRLICH FINANCIAL GROUP | 769.614 $ | -19.495 $ | -2,5 % | 789.109 $ | +203.516 $ | +34,8 % | 585.593 $ | +123.301 $ | +26,7 % | 462.292 $ | +164.149 $ | +55,1 % |
| Financial Strategies Group, Inc. | 778.198 $ | +37.686 $ | +5,1 % | 740.512 $ | -2.438 $ | -0,3 % | 742.950 $ | +13.298 $ | +1,8 % | 729.652 $ | +13.744 $ | +1,9 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 550.265 $ | -134.592 $ | -19,7 % | 684.857 $ | -38.814 $ | -5,4 % | 723.671 $ | -44.230 $ | -5,8 % | 767.901 $ | +1.658 $ | +0,2 % |
| GeoWealth Management, LLC | 765.050 $ | +14.869 $ | +2,0 % | 750.181 $ | +540.378 $ | +257,6 % | 209.803 $ | -1.859 $ | -0,9 % | |||
| D'Orazio & Associates, Inc. | 757.850 $ | +28.195 $ | +3,9 % | 729.655 $ | +6.949 $ | +1,0 % | 722.706 $ | -40.956 $ | -5,4 % | 763.662 $ | +326.283 $ | +74,6 % |
| ORG Partners LLC | 760.952 $ | +315.277 $ | +70,7 % | 445.675 $ | -1.959.436 $ | -81,5 % | ||||||
| MTM FINANCIAL GROUP, LLC | 756.857 $ | +212.177 $ | +39,0 % | 544.680 $ | +125.208 $ | +29,8 % | 419.472 $ | +93.315 $ | +28,6 % | 326.157 $ | ||
| GPS Wealth Strategies Group, LLC | 749.601 $ | +18.969 $ | +2,6 % | |||||||||
| CIBC WORLD MARKET INC. | 742.801 $ | +10.151 $ | +1,4 % | 732.650 $ | ||||||||
| BNP PARIBAS FINANCIAL MARKETS | 740.880 $ | +733.431 $ | +9.846,0 % | 7.449 $ | +7.400 $ | +15.102,0 % | 49 $ | |||||
| Heritage Wealth Management, Inc. | 738.632 $ | +136.968 $ | +22,8 % | 601.664 $ | +34.927 $ | +6,2 % | 566.737 $ | +126.850 $ | +28,8 % | 439.887 $ | +110.798 $ | +33,7 % |
| Prosperity Consulting Group, LLC | 738.550 $ | +9.696 $ | +1,3 % | 728.854 $ | -7.436 $ | -1,0 % | 736.290 $ | +437 $ | +0,1 % | 735.853 $ | ||
| Betterment LLC | 731.000 $ | +97.000 $ | +15,3 % | 634.000 $ | +118.000 $ | +22,9 % | 516.000 $ | +259.000 $ | +100,8 % | 257.000 $ | +22.000 $ | +9,4 % |
| Essex Financial Services, Inc. | 729.784 $ | +195.405 $ | +36,6 % | 534.379 $ | -17.237 $ | -3,1 % | 551.616 $ | +244.506 $ | +79,6 % | 307.110 $ | +1.079 $ | +0,4 % |
| NORTHERN TRUST CORP | 533.650 $ | +20.653 $ | +4,0 % | 512.997 $ | -214.821 $ | -29,5 % | 727.818 $ | +258.734 $ | +55,2 % | 469.084 $ | +239.648 $ | +104,5 % |
| REGATTA CAPITAL GROUP, LLC | 727.410 $ | +6.083 $ | +0,8 % | |||||||||
| Fortis Group Advisors, LLC | 716.843 $ | -33.562 $ | -4,5 % | |||||||||
| Wells Trecaso Financial Group, LLC | 715.351 $ | -827.886 $ | -53,6 % | |||||||||
| Soundwatch Capital LLC | 711.077 $ | +133.267 $ | +23,1 % | 577.810 $ | ||||||||
| Nuveen, LLC | 699.318 $ | |||||||||||
| Mason & Associates Inc | 361.677 $ | -106.055 $ | -22,7 % | 467.732 $ | +5.707 $ | +1,2 % | 462.025 $ | -230.322 $ | -33,3 % | 692.347 $ | -95.787 $ | -12,2 % |
| Barnes Wealth Management Group, Inc | 664.625 $ | +16.566 $ | +2,6 % | 648.059 $ | -1.733 $ | -0,3 % | 649.792 $ | -31.526 $ | -4,6 % | 681.318 $ | +67.550 $ | +11,0 % |
| Gallagher Fiduciary Advisors, LLC | 676.284 $ | +18.693 $ | +2,8 % | 657.591 $ | +125.199 $ | +23,5 % | 532.392 $ | +129.651 $ | +32,2 % | |||
| Lifestyle Asset Management, Inc. | 674.978 $ | +21.709 $ | +3,3 % | 653.269 $ | +55.399 $ | +9,3 % | 597.870 $ | +5.403 $ | +0,9 % | 592.467 $ | +249.703 $ | +72,8 % |
| TWO SIGMA INVESTMENTS, LP | 663.255 $ | |||||||||||
| Ferguson Shapiro LLC | 659.845 $ | -7.962 $ | -1,2 % | |||||||||
| MERCER GLOBAL ADVISORS INC /ADV | 659.146 $ | +282.921 $ | +75,2 % | 376.225 $ | ||||||||
| Crews Bank & Trust | 657.263 $ | +18.172 $ | +2,8 % | 639.091 $ | -9.845 $ | -1,5 % | 648.936 $ | -3.439 $ | -0,5 % | 652.375 $ | +40.562 $ | +6,6 % |
| Facet Wealth, Inc. | 651.764 $ | +8.675 $ | +1,3 % | 643.089 $ | ||||||||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 548.847 $ | -36.486 $ | -6,2 % | 585.333 $ | -5.972 $ | -1,0 % | 591.305 $ | -59.102 $ | -9,1 % | 650.407 $ | -6.678 $ | -1,0 % |
| GENESIS PRIVATE WEALTH, LLC | 648.050 $ | +32.739 $ | +5,3 % | 615.311 $ | +2.755 $ | +0,4 % | 612.556 $ | +7.834 $ | +1,3 % | 604.722 $ | +347.307 $ | +134,9 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 609.814 $ | -17.493 $ | -2,8 % | 627.307 $ | -19.861 $ | -3,1 % | 647.168 $ | +9.745 $ | +1,5 % | 637.423 $ | +627.067 $ | +6.055,1 % |
| Vestmark Advisory Solutions, Inc. | 609.882 $ | -13.463 $ | -2,2 % | 623.345 $ | -23.823 $ | -3,7 % | 647.168 $ | -4.015.581 $ | -86,1 % | |||
| Fortitude Advisory Group L.L.C. | 645.659 $ | +365.605 $ | +130,5 % | 280.054 $ | ||||||||
| MOTCO | 634.062 $ | -8.017 $ | -1,2 % | 642.079 $ | +5.619 $ | +0,9 % | 636.460 $ | +86.589 $ | +15,7 % | 549.871 $ | -426 $ | -0,1 % |
| RED REEF ADVISORS LLC | 509.032 $ | -112.094 $ | -18,0 % | 621.126 $ | -6.337 $ | -1,0 % | 627.463 $ | |||||
| Dakota Wealth Management | 617.829 $ | +140.942 $ | +29,6 % | 476.887 $ | -51.993 $ | -9,8 % | 528.880 $ | |||||
| Essex Bank | 353.710 $ | +19.261 $ | +5,8 % | 334.449 $ | -282.482 $ | -45,8 % | 616.931 $ | +45.126 $ | +7,9 % | 571.805 $ | +21.293 $ | +3,9 % |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 612.202 $ | |||||||||||
| DRIVE WEALTH MANAGEMENT, LLC | 577.200 $ | -22.130 $ | -3,7 % | 599.330 $ | +102.871 $ | +20,7 % | 496.459 $ | +149.920 $ | +43,3 % | 346.539 $ | ||
| ORBA Wealth Advisors, L.L.C. | 585.982 $ | +212.246 $ | +56,8 % | 373.736 $ | ||||||||
| Ancora Advisors LLC | 187.534 $ | -224.805 $ | -54,5 % | 412.339 $ | -167.303 $ | -28,9 % | 579.642 $ | +58.797 $ | +11,3 % | 520.845 $ | +52.974 $ | +11,3 % |
| HAZLETT, BURT & WATSON, INC. | 573.000 $ | +51.000 $ | +9,8 % | 522.000 $ | +214.000 $ | +69,5 % | 308.000 $ | +30.000 $ | +10,8 % | 278.000 $ | +58.000 $ | +26,4 % |
| CoreCap Advisors, LLC | 566.936 $ | +36.539 $ | +6,9 % | 530.397 $ | +30.021 $ | +6,0 % | 500.376 $ | +68.821 $ | +15,9 % | 431.555 $ | +83.732 $ | +24,1 % |
| CAP Partners, LLC | 566.892 $ | +12.532 $ | +2,3 % | 554.360 $ | -9.213 $ | -1,6 % | 563.573 $ | +30.013 $ | +5,6 % | 533.560 $ | +25.686 $ | +5,1 % |
| PARTNERS WEALTH MANAGEMENT, LLC | 565.623 $ | -344.886 $ | -37,9 % | |||||||||
| Capstone Wealth Management Group, Inc. | 565.082 $ | |||||||||||
| Ankerstar Wealth, LLC | 564.428 $ | +204.998 $ | +57,0 % | 359.430 $ | -150.487 $ | -29,5 % | 509.917 $ | |||||
| BOYUM WEALTH ARCHITECTS LLC | 551.361 $ | -11.682 $ | -2,1 % | 563.043 $ | ||||||||
| Aurdan Capital Management, LLC | 562.881 $ | |||||||||||
| OPTIMA CAPITAL LLC | 525.713 $ | +31.124 $ | +6,3 % | 494.589 $ | -67.723 $ | -12,0 % | 562.312 $ | +141.374 $ | +33,6 % | 420.938 $ | +3.466 $ | +0,8 % |
| AlphaCore Capital LLC | 337.213 $ | -151.987 $ | -31,1 % | 489.200 $ | -72.652 $ | -12,9 % | 561.852 $ | +378.006 $ | +205,6 % | 183.846 $ | -145.209 $ | -44,1 % |
| Global Wealth Management Investment Advisory, Inc. | 560.548 $ | +160.778 $ | +40,2 % | 399.770 $ | ||||||||
| Capstone Wealth Management Group LLC | 557.697 $ | +172.372 $ | +44,7 % | 385.325 $ | ||||||||
| SWMG, LLC | 536.129 $ | +10.920 $ | +2,1 % | 525.209 $ | -28.893 $ | -5,2 % | 554.102 $ | +5.076 $ | +0,9 % | 549.026 $ | +42.621 $ | +8,4 % |
| SMITH, MOORE & CO. | 312.838 $ | +45.144 $ | +16,9 % | 267.694 $ | -220.069 $ | -45,1 % | 487.763 $ | -62.686 $ | -11,4 % | 550.449 $ | -1.492.937 $ | -73,1 % |
| Private Wealth Partners, LLC | 540.640 $ | +29.360 $ | +5,7 % | 511.280 $ | -20.160 $ | -3,8 % | 531.440 $ | +11.440 $ | +2,2 % | 520.000 $ | +19.360 $ | +3,9 % |
| Mallini Complete Financial Planning LLC | 536.943 $ | +7.049 $ | +1,3 % | 529.894 $ | -5.406 $ | -1,0 % | 535.300 $ | +318 $ | +0,1 % | 534.982 $ | +8.798 $ | +1,7 % |
| EARNED WEALTH ADVISORS, LLC | 536.762 $ | +77.456 $ | +16,9 % | 459.306 $ | +18.307 $ | +4,2 % | 440.999 $ | |||||
| Peck Wealth Management, LLC | 342.428 $ | -184.007 $ | -35,0 % | 526.435 $ | -3.910 $ | -0,7 % | 530.345 $ | +249.647 $ | +88,9 % | 280.698 $ | ||
| Vawter Financial, Ltd. | 332.854 $ | -170.595 $ | -33,9 % | 503.449 $ | -25.236 $ | -4,8 % | 528.685 $ | +315 $ | +0,1 % | 528.370 $ | ||
| Clearstead Trust, LLC | 527.530 $ | +87.893 $ | +20,0 % | 439.637 $ | -17.335 $ | -3,8 % | 456.972 $ | +24.267 $ | +5,6 % | 432.705 $ | +300.598 $ | +227,5 % |
| BLAIR WILLIAM & CO/IL | 367.681 $ | +55.025 $ | +17,6 % | 312.656 $ | -209.553 $ | -40,1 % | 522.209 $ | +65.455 $ | +14,3 % | 456.754 $ | +9.994 $ | +2,2 % |
| American Trust Investment Advisors, LLC | 518.119 $ | |||||||||||
| Blue Water Asset Management | 515.466 $ | +50.521 $ | +10,9 % | 464.945 $ | -590 $ | -0,1 % | 465.535 $ | |||||
| GGM Financial LLC | 473.288 $ | -42.113 $ | -8,2 % | 515.401 $ | +23.678 $ | +4,8 % | 491.723 $ | +68.946 $ | +16,3 % | 422.777 $ | +69.841 $ | +19,8 % |
| Core Wealth Partners LLC | 515.088 $ | +28.747 $ | +5,9 % | 486.341 $ | -18.628 $ | -3,7 % | 504.969 $ | |||||
| Bank of Marin | 229.772 $ | -257.030 $ | -52,8 % | 486.802 $ | -20.191 $ | -4,0 % | 506.993 $ | +10.913 $ | +2,2 % | 496.080 $ | +70.286 $ | +16,5 % |
| BlueChip Wealth Advisors LLC | 506.550 $ | |||||||||||
| BLVD Private Wealth, LLC | 454.746 $ | +24.696 $ | +5,7 % | 430.050 $ | -44.393 $ | -9,4 % | 474.443 $ | -18.842 $ | -3,8 % | 493.285 $ | -1.726.678 $ | -77,8 % |
| BANK OF MONTREAL /CAN/ | 491.900 $ | +46.990 $ | +10,6 % | 444.910 $ | -8.675 $ | -1,9 % | 453.585 $ | +324.938 $ | +252,6 % | 128.647 $ | +5.013 $ | +4,1 % |
| ROMAN BUTLER FULLERTON & CO | 491.356 $ | +142.138 $ | +40,7 % | 349.218 $ | +13.081 $ | +3,9 % | 336.137 $ | +54.524 $ | +19,4 % | 281.613 $ | ||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 392.880 $ | -96.272 $ | -19,7 % | 489.152 $ | ||||||||
| Athena Wealth Management, LLC | 284.531 $ | -18.633 $ | -6,1 % | 303.164 $ | -184.669 $ | -37,9 % | 487.833 $ | |||||
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 284.377 $ | +38.476 $ | +15,6 % | 245.901 $ | -239.409 $ | -49,3 % | 485.310 $ | +4.741 $ | +1,0 % | 480.569 $ | -355.135 $ | -42,5 % |
| Vienna Asset Management LLC | 257.632 $ | -62.394 $ | -19,5 % | 320.026 $ | -161.620 $ | -33,6 % | 481.646 $ | -150.444 $ | -23,8 % | |||
| AQR CAPITAL MANAGEMENT LLC | 236.479 $ | -244.493 $ | -50,8 % | 480.972 $ | +213.458 $ | +79,8 % | 267.514 $ | |||||
| Arlington Financial Advisors, LLC | 476.866 $ | +39.553 $ | +9,0 % | 437.313 $ | +84.368 $ | +23,9 % | 352.945 $ | +54.819 $ | +18,4 % | 298.126 $ | ||
| QUADRANT CAPITAL GROUP LLC | 476.849 $ | +41.943 $ | +9,6 % | 434.906 $ | +258 $ | +0,1 % | 434.648 $ | +7.148 $ | +1,7 % | |||
| Jeter Robert S II | 463.299 $ | -7.043 $ | -1,5 % | 470.342 $ | ||||||||
| LeClair Wealth Partners LLC | 464.945 $ | |||||||||||
| Comprehensive Financial Planning, Inc./PA | 19.453 $ | +142 $ | +0,7 % | 19.311 $ | -300.253 $ | -94,0 % | 319.564 $ | -141.669 $ | -30,7 % | 461.233 $ | +4.240 $ | +0,9 % |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 457.100 $ | |||||||||||
| NICOLET BANKSHARES INC | 455.692 $ | +5.982 $ | +1,3 % | 449.710 $ | ||||||||
| Modus Advisors, LLC | 452.096 $ | +28.544 $ | +6,7 % | 423.552 $ | ||||||||
| Global Financial Private Client, LLC | 440.192 $ | +5.779 $ | +1,3 % | 434.413 $ | -9.482 $ | -2,1 % | 443.895 $ | -3.067 $ | -0,7 % | 446.962 $ | +24.724 $ | +5,9 % |
| EWA, LLC | 420.813 $ | -8.677 $ | -2,0 % | 429.490 $ | -16.455 $ | -3,7 % | 445.945 $ | +10.438 $ | +2,4 % | 435.507 $ | ||
| PDS Planning, Inc | 390.315 $ | -6.679 $ | -1,7 % | 396.994 $ | -39.379 $ | -9,0 % | 436.373 $ | +4.190 $ | +1,0 % | 432.183 $ | -18.739 $ | -4,2 % |
| D.A. DAVIDSON & CO. | 436.140 $ | +55.716 $ | +14,6 % | 380.424 $ | +43.791 $ | +13,0 % | 336.633 $ | +98.465 $ | +41,3 % | 238.168 $ | +8.434 $ | +3,7 % |
| U.S. Capital Wealth Advisors, LLC | 235.003 $ | -130.062 $ | -35,6 % | 365.065 $ | -70.592 $ | -16,2 % | 435.657 $ | +3.442 $ | +0,8 % | |||
| Chris Bulman Inc | 434.472 $ | |||||||||||
| Qube Research & Technologies Ltd | 433.556 $ | +406.910 $ | +1.527,1 % | 26.646 $ | -289.040 $ | -91,6 % | 315.686 $ | -40.628 $ | -11,4 % | 356.314 $ | +335.413 $ | +1.604,8 % |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 384.171 $ | +5.044 $ | +1,3 % | 379.127 $ | -54.368 $ | -12,5 % | 433.495 $ | |||||
| CALTON & ASSOCIATES, INC. | 427.777 $ | +742 $ | +0,2 % | 427.035 $ | -4.235 $ | -1,0 % | 431.270 $ | +13.883 $ | +3,3 % | 417.387 $ | +6.864 $ | +1,7 % |
| Hobart Private Capital, LLC | 229.010 $ | -115.883 $ | -33,6 % | 344.893 $ | -85.198 $ | -19,8 % | 430.091 $ | -3.891.839 $ | -90,0 % | |||
| Putney Financial Group LLC | 428.085 $ | |||||||||||
| Gilman Hill Asset Management, LLC | 423.063 $ | +4.638 $ | +1,1 % | 418.425 $ | -7.700 $ | -1,8 % | 426.125 $ | +33.885 $ | +8,6 % | 392.240 $ | +3.280 $ | +0,8 % |
| Thayer Partners, LLC / MA | 421.429 $ | +22.886 $ | +5,7 % | 398.543 $ | ||||||||
| Concorde Asset Management, LLC | 420.867 $ | +10.496 $ | +2,6 % | 410.371 $ | ||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 418.077 $ | +211.068 $ | +102,0 % | 207.009 $ | -2.112 $ | -1,0 % | 209.121 $ | |||||
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 412.070 $ | +93.651 $ | +29,4 % | 318.419 $ | -26.098 $ | -7,6 % | 344.517 $ | +25.501 $ | +8,0 % | 319.016 $ | -5.629 $ | -1,7 % |
| BURKE & HERBERT BANK & TRUST CO | 409.863 $ | +2.102 $ | +0,5 % | 407.761 $ | ||||||||
| KWB Wealth | 405.756 $ | +8.950 $ | +2,3 % | 396.806 $ | -10.932 $ | -2,7 % | 407.738 $ | |||||
| SFAM, LLC | 407.317 $ | +58.778 $ | +16,9 % | 348.539 $ | +12.475 $ | +3,7 % | 336.064 $ | |||||
| Trademark Financial Management, LLC | 406.188 $ | |||||||||||
| CPWA, LLC | 400.994 $ | +511 $ | +0,1 % | 400.483 $ | ||||||||
| SYNOVUS FINANCIAL CORP | 399.425 $ | +142.534 $ | +55,5 % | |||||||||
| LUTS & GREENLEIGH GROUP, INC. | 399.123 $ | +57.594 $ | +16,9 % | 341.529 $ | +27.097 $ | +8,6 % | 314.432 $ | +30.519 $ | +10,7 % | 283.913 $ | ||
| Consolidated Portfolio Review Corp | 399.100 $ | +16.236 $ | +4,2 % | |||||||||
| Lewis Asset Management, LLC | 398.890 $ | +27.267 $ | +7,3 % | 371.623 $ | +4.602 $ | +1,3 % | 367.021 $ | +14.278 $ | +4,0 % | 352.743 $ | +70.021 $ | +24,8 % |
| Investor's Fiduciary Advisor Network, LLC | 398.000 $ | +5.000 $ | +1,3 % | 393.000 $ | ||||||||
| BROWN BROTHERS HARRIMAN & CO | 396.626 $ | +23.841 $ | +6,4 % | 372.785 $ | +11.807 $ | +3,3 % | 360.978 $ | +38.563 $ | +12,0 % | 322.415 $ | +77.286 $ | +31,5 % |
| Lantern Wealth Advisors, LLC | 328.490 $ | +24.737 $ | +8,1 % | 303.753 $ | -3.611 $ | -1,2 % | 307.364 $ | -86.590 $ | -22,0 % | 393.954 $ | +34.089 $ | +9,5 % |
| LM Advisors LLC | 393.000 $ | +385.232 $ | +4.959,2 % | 7.768 $ | -224.232 $ | -96,7 % | 232.000 $ | |||||
| First Heartland Consultants, Inc. | 389.980 $ | +107.708 $ | +38,2 % | 282.272 $ | +32.868 $ | +13,2 % | 249.404 $ | +32.949 $ | +15,2 % | 216.455 $ | ||
| W.H. Cornerstone Investments Inc. | 387.783 $ | +6.501 $ | +1,7 % | 381.282 $ | -3.508 $ | -0,9 % | 384.790 $ | +613 $ | +0,2 % | 384.177 $ | -27.835 $ | -6,8 % |
| HILL ISLAND FINANCIAL LLC | 386.190 $ | -97.603 $ | -20,2 % | |||||||||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 380.475 $ | +20.662 $ | +5,7 % | 359.813 $ | -14.188 $ | -3,8 % | 374.001 $ | +60.051 $ | +19,1 % | 313.950 $ | +11.689 $ | +3,9 % |
| E6 Portfolios, LLC | 377.029 $ | |||||||||||
| SPC Financial, Inc. | 376.943 $ | +3.152 $ | +0,8 % | |||||||||
| Meridian Financial Advisors, LLC | 374.442 $ | +29.911 $ | +8,7 % | 344.531 $ | -3.515 $ | -1,0 % | 348.046 $ | +48.355 $ | +16,1 % | 299.691 $ | +4.929 $ | +1,7 % |
| Lionshead Wealth Management, LLC | 372.251 $ | +5.377 $ | +1,5 % | 366.874 $ | +16.818 $ | +4,8 % | 350.056 $ | +42.276 $ | +13,7 % | 307.780 $ | +5.510 $ | +1,8 % |
| ADAPT WEALTH ADVISORS, LLC | 371.622 $ | +20.181 $ | +5,7 % | 351.441 $ | -13.858 $ | -3,8 % | 365.299 $ | +7.864 $ | +2,2 % | 357.435 $ | ||
| Vantage Point Financial LLC | 371.381 $ | +122.734 $ | +49,4 % | 248.647 $ | ||||||||
| Wealthspire Advisors, LLC | 362.082 $ | +4.753 $ | +1,3 % | 357.329 $ | -11.220 $ | -3,0 % | 368.549 $ | +306.329 $ | +492,3 % | 62.220 $ | ||
| OmniStar Financial Group, Inc. | 367.396 $ | |||||||||||
| Dynamic Financial Group | 360.029 $ | |||||||||||
| World Investment Advisors | 287.846 $ | -52.645 $ | -15,5 % | 340.491 $ | -13.691 $ | -3,9 % | 354.182 $ | +27.709 $ | +8,5 % | |||
| ACTION POINT FINANCIAL PLANNING, LLC | 351.680 $ | |||||||||||
| Vision Retirement, LLC | 173.696 $ | +2.280 $ | +1,3 % | 171.416 $ | -179.358 $ | -51,1 % | 350.774 $ | |||||
| Westwood Wealth Management | 350.056 $ | |||||||||||
| Westmount Partners, LLC | 349.180 $ | |||||||||||
| BlackRock, Inc. | 347.437 $ | +34.152 $ | +10,9 % | 313.285 $ | ||||||||
| BRASADA CAPITAL MANAGEMENT, LP | 207.857 $ | -54.335 $ | -20,7 % | 262.192 $ | -65.439 $ | -20,0 % | 327.631 $ | -18.652 $ | -5,4 % | 346.283 $ | +4.843 $ | +1,4 % |
| Evercore Wealth Management, LLC | 343.694 $ | +4.512 $ | +1,3 % | 339.182 $ | -3.460 $ | -1,0 % | 342.642 $ | |||||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 341.254 $ | +17.513 $ | +5,4 % | 323.741 $ | +36.995 $ | +12,9 % | 286.746 $ | +10.903 $ | +4,0 % | 275.843 $ | ||
| Pasadena Private Wealth, LLC | 240.652 $ | +20.738 $ | +9,4 % | 219.914 $ | -8.672 $ | -3,8 % | 228.586 $ | -112.079 $ | -32,9 % | 340.665 $ | +5.862 $ | +1,8 % |
| Whipplewood Advisors, LLC | 79.407 $ | -253.053 $ | -76,1 % | 332.460 $ | -6.134 $ | -1,8 % | 338.594 $ | +75.994 $ | +28,9 % | 262.600 $ | +9.777 $ | +3,9 % |
| Keystone Financial Group | 294.823 $ | -40.247 $ | -12,0 % | 335.070 $ | ||||||||
| SeaCrest Wealth Management, LLC | 332.050 $ | +120.082 $ | +56,7 % | 211.968 $ | ||||||||
| Bowman & Co S.C. | 330.892 $ | +63.692 $ | +23,8 % | 267.200 $ | +6.745 $ | +2,6 % | ||||||
| True North Advisors, LLC | 329.416 $ | +77.359 $ | +30,7 % | 252.057 $ | ||||||||
| Embree Financial Group | 327.404 $ | |||||||||||
| WETZEL INVESTMENT ADVISORS, INC. | 275.257 $ | -31.460 $ | -10,3 % | 306.717 $ | -10.671 $ | -3,4 % | 317.388 $ | -9.740 $ | -3,0 % | 327.128 $ | -10.732 $ | -3,2 % |
| Oakworth Capital, Inc. | 133.625 $ | +7.275 $ | +5,8 % | 126.350 $ | -110.141 $ | -46,6 % | 236.491 $ | -88.899 $ | -27,3 % | 325.390 $ | +12.115 $ | +3,9 % |
| OAK HILL WEALTH ADVISORS, LLC | 324.068 $ | +4.954 $ | +1,6 % | |||||||||
| Teamwork Financial Advisors, LLC | 318.831 $ | +5.200 $ | +1,7 % | 313.631 $ | -2.211 $ | -0,7 % | 315.842 $ | +1.186 $ | +0,4 % | 314.656 $ | +6.140 $ | +2,0 % |
| FIRST HORIZON CORP | 318.655 $ | +270.555 $ | +562,5 % | 48.100 $ | ||||||||
| GWN SECURITIES INC. | 221.215 $ | -19.949 $ | -8,3 % | 241.164 $ | -77.390 $ | -24,3 % | 318.554 $ | +21.876 $ | +7,4 % | 296.678 $ | ||
| Sowell Financial Services LLC | 317.738 $ | +44.715 $ | +16,4 % | 273.023 $ | ||||||||
| Stirlingshire Investments, Inc. | 315.479 $ | +4.141 $ | +1,3 % | 311.338 $ | -4.147 $ | -1,3 % | 315.485 $ | |||||
| EverSource Wealth Advisors, LLC | 314.362 $ | +80.304 $ | +34,3 % | 234.058 $ | +25.154 $ | +12,0 % | 208.904 $ | -7.896 $ | -3,6 % | 216.800 $ | +53.826 $ | +33,0 % |
| Accurate Wealth Management, LLC | 313.122 $ | |||||||||||
| Americana Partners, LLC | 308.583 $ | |||||||||||
| Confluence Wealth Services, Inc. | 305.800 $ | +54.761 $ | +21,8 % | 251.039 $ | -5.846 $ | -2,3 % | 256.885 $ | +5.530 $ | +2,2 % | 251.355 $ | ||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 305.707 $ | +22.259 $ | +7,9 % | 283.448 $ | +21.015 $ | +8,0 % | 262.433 $ | +244.982 $ | +1.403,8 % | 17.451 $ | -500.649 $ | -96,6 % |
| SUMMITPOINT CAPITAL MANAGEMENT | 259.178 $ | -45.941 $ | -15,1 % | 305.119 $ | ||||||||
| WHITTIER TRUST CO OF NEVADA INC | 303.724 $ | +35.240 $ | +13,1 % | 268.484 $ | +254.361 $ | +1.801,0 % | 14.123 $ | |||||
| HOWARD WEALTH MANAGEMENT, LLC | 302.973 $ | +21.720 $ | +7,7 % | 281.253 $ | +16.075 $ | +6,1 % | 265.178 $ | |||||
| Masso Torrence Wealth Management Inc. | 302.820 $ | +4.980 $ | +1,7 % | |||||||||
| NESTEGG ADVISORS, INC. | 301.976 $ | +43.576 $ | +16,9 % | 258.400 $ | +9.249 $ | +3,7 % | 249.151 $ | +3.677 $ | +1,5 % | 245.474 $ | +16.331 $ | +7,1 % |
| Leading Edge Financial Planning LLC | 299.929 $ | +6.776 $ | +2,3 % | 293.153 $ | ||||||||
| B. Riley Wealth Advisors, Inc. | 297.585 $ | -71.199 $ | -19,3 % | |||||||||
| Balefire, LLC | 297.345 $ | +16.001 $ | +5,7 % | 281.344 $ | -1.860 $ | -0,7 % | 283.204 $ | |||||
| Gryphon Financial Partners LLC | 271.765 $ | -12.429 $ | -4,4 % | 284.194 $ | -6.686 $ | -2,3 % | 290.880 $ | -4.875 $ | -1,6 % | 295.755 $ | +4.864 $ | +1,7 % |
| Goodwin Investment Advisory | 295.541 $ | +2.792 $ | +1,0 % | 292.749 $ | +174 $ | +0,1 % | 292.575 $ | |||||
| BOURGEON CAPITAL MANAGEMENT LLC | 294.935 $ | |||||||||||
| KFA Private Wealth Group, LLC | 277.665 $ | +3.727 $ | +1,4 % | 273.938 $ | -20.338 $ | -6,9 % | 294.276 $ | +12.401 $ | +4,4 % | 281.875 $ | ||
| CENTAURUS FINANCIAL, INC. | 291.000 $ | +15.000 $ | +5,4 % | 276.000 $ | +152.000 $ | +122,6 % | 124.000 $ | -101.000 $ | -44,9 % | 225.000 $ | +108.000 $ | +92,3 % |
| Stone House Investment Management, LLC | 290.974 $ | +50.936 $ | +21,2 % | 240.038 $ | +10.974 $ | +4,8 % | 229.064 $ | +3.951 $ | +1,8 % | 225.113 $ | +32.917 $ | +17,1 % |
| Root Financial Partners, LLC | 134.273 $ | -156.603 $ | -53,8 % | 290.876 $ | +212.876 $ | +272,9 % | 78.000 $ | |||||
| Signature Wealth Management Group | 289.536 $ | |||||||||||
| OMNI 360 Wealth, Inc. | 288.842 $ | +22.699 $ | +8,5 % | 266.143 $ | +2.891 $ | +1,1 % | 263.252 $ | |||||
| SEAVIEW INVESTMENT MANAGERS LLC | 284.706 $ | -2.125 $ | -0,7 % | 286.831 $ | +68.947 $ | +31,6 % | 217.884 $ | -51.474 $ | -19,1 % | 269.358 $ | +5.351 $ | +2,0 % |
| One Capital Management, LLC | 250.949 $ | +0 $ | +0,0 % | 250.949 $ | -33.921 $ | -11,9 % | 284.870 $ | |||||
| Alpha Financial Partners LLC | 280.453 $ | -791 $ | -0,3 % | 281.244 $ | +15.213 $ | +5,7 % | 266.031 $ | |||||
| SAGE FINANCIAL GROUP INC | 278.787 $ | +15.011 $ | +5,7 % | 263.776 $ | -4.854 $ | -1,8 % | 268.630 $ | -1.820 $ | -0,7 % | 270.450 $ | +2.262 $ | +0,8 % |
| LAKE STREET PRIVATE WEALTH, LLC | 278.603 $ | +28.653 $ | +11,5 % | 249.950 $ | ||||||||
| SPINNAKER TRUST | 277.319 $ | +40.018 $ | +16,9 % | 237.301 $ | +8.494 $ | +3,7 % | 228.807 $ | +3.377 $ | +1,5 % | 225.430 $ | +14.998 $ | +7,1 % |
| GENTRY PRIVATE WEALTH, LLC | 212.194 $ | -62.565 $ | -22,8 % | 274.759 $ | -28.194 $ | -9,3 % | ||||||
| Fortis Advisors, LLC | 263.721 $ | -10.217 $ | -3,7 % | 273.938 $ | +6.409 $ | +2,4 % | 267.529 $ | +10.465 $ | +4,1 % | |||
| Allred Capital Management, LLC | 273.929 $ | +21.102 $ | +8,3 % | 252.827 $ | +28.270 $ | +12,6 % | 224.557 $ | +11.850 $ | +5,6 % | 212.707 $ | ||
| Stone Summit Wealth LLC | 266.243 $ | +3.496 $ | +1,3 % | 262.747 $ | -8.741 $ | -3,2 % | 271.488 $ | -1.858 $ | -0,7 % | 273.346 $ | -53.136 $ | -16,3 % |
| Roberts Wealth Advisors, LLC | 272.980 $ | +53.573 $ | +24,4 % | 219.407 $ | ||||||||
| Alteri Wealth LLC | 268.813 $ | +43.064 $ | +19,1 % | 225.749 $ | ||||||||
| Ellis Investment Partners, LLC | 265.758 $ | +35.499 $ | +15,4 % | 230.259 $ | +14.662 $ | +6,8 % | 215.597 $ | |||||
| Ashton Thomas Private Wealth, LLC | 256.113 $ | -6.705 $ | -2,6 % | 262.818 $ | -1.552 $ | -0,6 % | 264.370 $ | +2.886 $ | +1,1 % | 261.484 $ | ||
| Noble Wealth Partners LLC | 263.666 $ | |||||||||||
| Cambridge Advisors Inc. | 261.255 $ | +43.340 $ | +19,9 % | 217.915 $ | -7.483 $ | -3,3 % | 225.398 $ | |||||
| Alliance Wealth Advisors, LLC | 260.183 $ | |||||||||||
| Sharkey, Howes & Javer | 257.598 $ | -427.039 $ | -62,4 % | |||||||||
| IMS Capital Management | 257.335 $ | -34.788 $ | -11,9 % | |||||||||
| Signature Equity Partners, LLC | 255.773 $ | +29.214 $ | +12,9 % | 226.559 $ | +53.727 $ | +31,1 % | 172.832 $ | |||||
| XTX Topco Ltd | 255.099 $ | +15.247 $ | +6,4 % | 239.852 $ | ||||||||
| HIGHLINE WEALTH PARTNERS LLC | 2.974 $ | -250.981 $ | -98,8 % | 253.955 $ | ||||||||
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 253.724 $ | +3.962 $ | +1,6 % | 249.762 $ | -1.933 $ | -0,8 % | 251.695 $ | |||||
| New Republic Capital, LLC | 251.550 $ | +9.365 $ | +3,9 % | |||||||||
| Wescott Financial Advisory Group, LLC | 248.640 $ | +3.701 $ | +1,5 % | 244.939 $ | -1.225 $ | -0,5 % | 246.164 $ | +1.203 $ | +0,5 % | 244.961 $ | +4.867 $ | +2,0 % |
| Financial Futures Ltd Liability Co. | 246.386 $ | |||||||||||
| BOKF, NA | 156.619 $ | -88.508 $ | -36,1 % | 245.127 $ | +87.004 $ | +55,0 % | 158.123 $ | |||||
| Kovack Advisors, Inc. | 243.492 $ | +13.394 $ | +5,8 % | 230.098 $ | -8.953 $ | -3,7 % | 239.051 $ | |||||
| Belpointe Asset Management LLC | 243.245 $ | |||||||||||
| Maia Wealth LLC | 231.923 $ | -10.401 $ | -4,3 % | 242.324 $ | +3.309 $ | +1,4 % | 239.015 $ | +11.412 $ | +5,0 % | |||
| NorthCrest Asset Manangement, LLC | 240.310 $ | |||||||||||
| Midwest Trust Co | 239.639 $ | +15.954 $ | +7,1 % | 223.685 $ | -8.820 $ | -3,8 % | 232.505 $ | |||||
| Millington Financial Advisors, LLC | 235.987 $ | -1.551 $ | -0,7 % | 237.538 $ | -1.363 $ | -0,6 % | 238.901 $ | |||||
| Buck Wealth Strategies, LLC | 237.896 $ | +9.042 $ | +4,0 % | 228.854 $ | -2.335 $ | -1,0 % | 231.189 $ | +137 $ | +0,1 % | 231.052 $ | +3.800 $ | +1,7 % |
| Stonehearth Capital Management, LLC | 237.411 $ | +16.375 $ | +7,4 % | 221.036 $ | +5.234 $ | +2,4 % | 215.802 $ | +12.510 $ | +6,2 % | |||
| ENTREWEALTH, LLC | 237.251 $ | |||||||||||
| Chicago Partners Investment Group LLC | 236.329 $ | -888 $ | -0,4 % | 237.217 $ | +0 $ | +0,0 % | 237.217 $ | +7.249 $ | +3,2 % | |||
| Independence Asset Advisors, LLC | 235.546 $ | |||||||||||
| Perennial Investment Advisors, LLC | 225.603 $ | -8.896 $ | -3,8 % | 234.499 $ | +5.049 $ | +2,2 % | 229.450 $ | +8.542 $ | +3,9 % | |||
| Claro Advisors Inc. | 233.151 $ | +12.661 $ | +5,7 % | 220.490 $ | -8.694 $ | -3,8 % | 229.184 $ | +4.934 $ | +2,2 % | 224.250 $ | +17.736 $ | +8,6 % |
| CORA CAPITAL ADVISORS LLC | 233.151 $ | |||||||||||
| Castle Rock Wealth Management, LLC | 231.699 $ | +8.398 $ | +3,8 % | 223.301 $ | -8.750 $ | -3,8 % | 232.051 $ | +13.254 $ | +6,1 % | 218.797 $ | ||
| Signature Wealth Management Partners, LLC | 231.899 $ | +3.045 $ | +1,3 % | 228.854 $ | -2.335 $ | -1,0 % | 231.189 $ | +137 $ | +0,1 % | 231.052 $ | +3.800 $ | +1,7 % |
| SUMMIT WEALTH GROUP LLC / CO | 231.341 $ | +3.037 $ | +1,3 % | 228.304 $ | -2.330 $ | -1,0 % | 230.634 $ | +3.928 $ | +1,7 % | |||
| Trust Co | 228.496 $ | +7.037 $ | +3,2 % | 221.459 $ | +79.442 $ | +55,9 % | 142.017 $ | |||||
| FRANKLIN RESOURCES INC | 227.773 $ | +2.018 $ | +0,9 % | 225.755 $ | +177.426 $ | +367,1 % | 48.329 $ | +7.246 $ | +17,6 % | 41.083 $ | ||
| TFB Advisors LLC | 226.897 $ | |||||||||||
| Integrated Advisors Network LLC | 220.123 $ | |||||||||||
| FIRST TRUST ADVISORS LP | 219.972 $ | +11.945 $ | +5,7 % | 208.027 $ | -10.527 $ | -4,8 % | 218.554 $ | +6.979 $ | +3,3 % | 211.575 $ | -301.956 $ | -58,8 % |
| C M BIDWELL & ASSOCIATES LTD | 219.843 $ | +2.886 $ | +1,3 % | 216.957 $ | -2.213 $ | -1,0 % | 219.170 $ | +17.038 $ | +8,4 % | 202.132 $ | +3.324 $ | +1,7 % |
| Northwest Financial Advisors | 206.672 $ | -12.534 $ | -5,7 % | 219.206 $ | ||||||||
| TCFG Investment Advisors, LLC | 218.626 $ | +15.142 $ | +7,4 % | 203.484 $ | ||||||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 218.463 $ | +3.138 $ | +1,5 % | 215.325 $ | -1.934 $ | -0,9 % | 217.259 $ | +87 $ | +0,0 % | 217.172 $ | ||
| TITLEIST ASSET MANAGEMENT, LLC | 217.016 $ | |||||||||||
| PUREfi Wealth, LLC | 216.948 $ | |||||||||||
| PROSPERITY BANCSHARES INC | 214.229 $ | +12.273 $ | +6,1 % | 201.956 $ | ||||||||
| SEAMOUNT FINANCIAL GROUP INC | 213.867 $ | |||||||||||
| Investment Partners Asset Management, Inc. | 211.120 $ | |||||||||||
| TCFG WEALTH MANAGEMENT, LLC | 203.484 $ | -7.443 $ | -3,5 % | 210.927 $ | +6.381 $ | +3,1 % | 204.546 $ | |||||
| Navigate Wealth Management, LLC | 209.577 $ | -1.169 $ | -0,6 % | 210.746 $ | ||||||||
| Sivia Capital Partners, LLC | 210.232 $ | +125 $ | +0,1 % | 210.107 $ | ||||||||
| BLUELINE ADVISORS LLC | 210.067 $ | +69.045 $ | +49,0 % | 141.022 $ | +26.640 $ | +23,3 % | 114.382 $ | |||||
| Bluesphere Advisors LLC | 204.017 $ | |||||||||||
| FIRST INTERSTATE BANK | 203.380 $ | |||||||||||
| Capstone Wealth Management, Inc. | 202.890 $ | |||||||||||
| Kathmere Capital Management, LLC | 202.671 $ | |||||||||||
| Triumph Capital Management | 87.784 $ | -62.849 $ | -41,7 % | 150.633 $ | -29.996 $ | -16,6 % | 180.629 $ | -20.444 $ | -10,2 % | 201.073 $ | ||
| CWA Asset Management Group, LLC | 200.442 $ | |||||||||||
| Vanguard National Trust Co | 196.896 $ | +2.585 $ | +1,3 % | 194.311 $ | ||||||||
| ADG Wealth Management Group, LLC | 178.117 $ | |||||||||||
| N.E.W. Advisory Services LLC | 153.832 $ | -657 $ | -0,4 % | 154.489 $ | -19.595 $ | -11,3 % | 174.084 $ | +60.332 $ | +53,0 % | 113.752 $ | -2.602.121 $ | -95,8 % |
| Dunhill Financial, LLC | 37.094 $ | -6.339 $ | -14,6 % | 43.433 $ | -36.616 $ | -45,7 % | 80.049 $ | -90.416 $ | -53,0 % | 170.465 $ | +13.940 $ | +8,9 % |
| Banque Cantonale Vaudoise | 156.000 $ | -9.000 $ | -5,5 % | 165.000 $ | +56.000 $ | +51,4 % | 109.000 $ | -1.000 $ | -0,9 % | 110.000 $ | ||
| Glass Jacobson Investment Advisors llc | 163.863 $ | +23.646 $ | +16,9 % | 140.217 $ | +5.019 $ | +3,7 % | 135.198 $ | +1.995 $ | +1,5 % | 133.203 $ | +8.862 $ | +7,1 % |
| TRUST CO OF TOLEDO NA /OH/ | 111.238 $ | -52.379 $ | -32,0 % | 163.617 $ | +52.719 $ | +47,5 % | 110.898 $ | |||||
| Ulland Investment Advisors, LLC | 160.000 $ | +5.000 $ | +3,2 % | 155.000 $ | -6.000 $ | -3,7 % | 161.000 $ | +7.000 $ | +4,5 % | 154.000 $ | +24.000 $ | +18,5 % |
| Acumen Wealth Advisors, LLC | 158.113 $ | |||||||||||
| Millstone Evans Group, LLC | 156.464 $ | +22.155 $ | +16,5 % | 134.309 $ | -4.863 $ | -3,5 % | 139.172 $ | +17.622 $ | +14,5 % | 121.550 $ | -22.259 $ | -15,5 % |
| Cranbrook Wealth Management, LLC | 149.935 $ | +89 $ | +0,1 % | 149.846 $ | +2.464 $ | +1,7 % | ||||||
| Financial Network Wealth Advisors LLC | 112.882 $ | -7.842 $ | -6,5 % | 120.724 $ | -18.892 $ | -13,5 % | 139.616 $ | -5.675 $ | -3,9 % | 145.291 $ | -51.182 $ | -26,1 % |
| Greenline Wealth Management LLC | 144.501 $ | |||||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 138.793 $ | +2.283 $ | +1,7 % | |||||||||
| HANTZ FINANCIAL SERVICES, INC. | 136.000 $ | |||||||||||
| Lowe Wealth Advisors, LLC | 134.550 $ | +3.445 $ | +2,6 % | |||||||||
| LRI Investments, LLC | 128.334 $ | +6.969 $ | +5,7 % | 121.365 $ | -4.786 $ | -3,8 % | 126.151 $ | |||||
| Aviso Financial Inc. | 121.068 $ | -820 $ | -0,7 % | 121.888 $ | -21.054 $ | -14,7 % | ||||||
| Strategic Wealth Partners, Ltd. | 116.201 $ | |||||||||||
| Cassaday & Co Wealth Management LLC | 90.785 $ | -18.096 $ | -16,6 % | 108.881 $ | ||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 106.304 $ | +9.416 $ | +9,7 % | 96.888 $ | +62.610 $ | +182,7 % | 34.278 $ | |||||
| Smartleaf Asset Management LLC | 104.817 $ | +4.443 $ | +4,4 % | 100.374 $ | +64.030 $ | +176,2 % | 36.344 $ | +25.137 $ | +224,3 % | 11.207 $ | -349.913 $ | -96,9 % |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 104.195 $ | |||||||||||
| MB, LEVIS & ASSOCIATES, LLC | 103.802 $ | +2.209 $ | +2,2 % | 101.593 $ | -212 $ | -0,2 % | 101.805 $ | +10.281 $ | +11,2 % | 91.524 $ | +2.309 $ | +2,6 % |
| Capital Advisors, Ltd. LLC | 102.000 $ | +6.000 $ | +6,3 % | 96.000 $ | -4.000 $ | -4,0 % | 100.000 $ | +2.000 $ | +2,0 % | 98.000 $ | +4.000 $ | +4,3 % |
| Center for Financial Planning, Inc. | 95.431 $ | +13.771 $ | +16,9 % | 81.660 $ | +2.923 $ | +3,7 % | 78.737 $ | +1.162 $ | +1,5 % | 77.575 $ | +5.161 $ | +7,1 % |
| Sunbelt Securities, Inc. | 84.207 $ | -5.522 $ | -6,2 % | 89.729 $ | -3.310 $ | -3,6 % | 93.039 $ | -60.816 $ | -39,5 % | |||
| Reyes Financial Architecture, Inc. | 90.800 $ | +5.068 $ | +5,9 % | 85.732 $ | -3.284 $ | -3,7 % | 89.016 $ | +1.916 $ | +2,2 % | 87.100 $ | -190.192 $ | -68,6 % |
| Garton & Associates Financial Advisors LLC | 89.037 $ | |||||||||||
| 1620 INVESTMENT ADVISORS, INC. | 88.539 $ | +20.303 $ | +29,8 % | 68.236 $ | -1.707 $ | -2,4 % | 69.943 $ | +446 $ | +0,6 % | 69.497 $ | -30.279 $ | -30,3 % |
| GODSEY & GIBB, INC | 81.636 $ | +8.185 $ | +11,1 % | 73.451 $ | +1.385 $ | +1,9 % | 72.066 $ | |||||
| WFA of San Diego, LLC | 73.117 $ | -1.345 $ | -1,8 % | 74.462 $ | -505 $ | -0,7 % | 74.967 $ | +627 $ | +0,8 % | |||
| Pinnacle Bancorp, Inc. | 74.430 $ | +8.009 $ | +12,1 % | 66.421 $ | ||||||||
| Quent Capital, LLC | 72.174 $ | +69.974 $ | +3.180,6 % | 2.200 $ | -22 $ | -1,0 % | 2.222 $ | |||||
| Salomon & Ludwin, LLC | 67.793 $ | |||||||||||
| Imprint Wealth LLC | 4.306 $ | +57 $ | +1,3 % | 4.249 $ | -44 $ | -1,0 % | 4.293 $ | -58.795 $ | -93,2 % | 63.088 $ | ||
| Godfrey Financial Associates, Inc. | 60.687 $ | +3.296 $ | +5,7 % | 57.391 $ | -2.263 $ | -3,8 % | 59.654 $ | |||||
| CIBC Private Wealth Group LLC | 59.237 $ | +55.300 $ | +1.404,6 % | 3.937 $ | -86.950 $ | -95,7 % | ||||||
| Tripletail Wealth Management, LLC | 59.221 $ | |||||||||||
| Archer Investment Corp | 43.765 $ | -13.917 $ | -24,1 % | 57.682 $ | ||||||||
| Lavaca Capital LLC | 56.039 $ | +6.602 $ | +13,4 % | 49.437 $ | +1.411 $ | +2,9 % | 48.026 $ | |||||
| VIMA LLC | 50.888 $ | |||||||||||
| Founders Financial Alliance, LLC | 50.655 $ | |||||||||||
| Burk Holdings LLC | 50.047 $ | +657 $ | +1,3 % | 49.390 $ | ||||||||
| Elyxium Wealth, LLC | 48.700 $ | |||||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18.695 $ | -27.448 $ | -59,5 % | 46.143 $ | +78 $ | +0,2 % | 46.065 $ | -2.216 $ | -4,6 % | 48.281 $ | +47.843 $ | +10.923,1 % |
| HHM Wealth Advisors, LLC | 45.977 $ | +28 $ | +0,1 % | 45.949 $ | +31.046 $ | +208,3 % | 14.903 $ | -101 $ | -0,7 % | 15.004 $ | +126 $ | +0,8 % |
| Pinnacle Wealth Planning Services, Inc. | 21.579 $ | +283 $ | +1,3 % | 21.296 $ | -23.144 $ | -52,1 % | 44.440 $ | |||||
| Markowski Investments | 43.520 $ | |||||||||||
| High Note Wealth, LLC | 39.752 $ | -1.567 $ | -3,8 % | 41.319 $ | ||||||||
| Banco de Sabadell, S.A | 40.000 $ | +6.000 $ | +17,6 % | 34.000 $ | +1.000 $ | +3,0 % | 33.000 $ | +0 $ | +0,0 % | 33.000 $ | +2.000 $ | +6,5 % |
| GAMMA Investing LLC | 39.629 $ | +23.418 $ | +144,5 % | 16.211 $ | -22.862 $ | -58,5 % | 39.073 $ | +5.536 $ | +16,5 % | 33.537 $ | -118.424 $ | -77,9 % |
| Coastline Trust Co | 37.851 $ | |||||||||||
| Goodman Advisory Group, LLC | 36.393 $ | -371 $ | -1,0 % | 36.764 $ | +22 $ | +0,1 % | 36.742 $ | |||||
| Wellington Grp LLC | 31.244 $ | +0 $ | +0,0 % | 31.244 $ | ||||||||
| Main Street Group, LTD | 29.685 $ | |||||||||||
| Your Advocates Ltd., LLP | 28.568 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 28.533 $ | +17 $ | +0,1 % | 28.516 $ | ||||||||
| VISION FINANCIAL MARKETS LLC | 26.615 $ | +1.489 $ | +5,9 % | 25.126 $ | -2.100 $ | -7,7 % | 27.226 $ | +637 $ | +2,4 % | 26.589 $ | +1.040 $ | +4,1 % |
| ST GERMAIN D J CO INC | 25.328 $ | +333 $ | +1,3 % | 24.995 $ | -255 $ | -1,0 % | 25.250 $ | +15 $ | +0,1 % | 25.235 $ | +415 $ | +1,7 % |
| SJS Investment Consulting Inc. | 23.409 $ | |||||||||||
| DecisionPoint Financial, LLC | 21.219 $ | +223 $ | +1,1 % | 20.996 $ | ||||||||
| Anfield Capital Management, LLC | 20.371 $ | -803 $ | -3,8 % | 21.174 $ | +456 $ | +2,2 % | 20.718 $ | |||||
| Kingdom Financial Group LLC. | 20.396 $ | +450 $ | +2,3 % | 19.946 $ | -25 $ | -0,1 % | 19.971 $ | |||||
| Lloyd Advisory Services, LLC. | 19.946 $ | |||||||||||
| ISLAY CAPITAL MANAGEMENT, LLC | 19.929 $ | |||||||||||
| Private Wealth Asset Management, LLC | 18.571 $ | +2.680 $ | +16,9 % | 15.891 $ | +1.799 $ | +12,8 % | ||||||
| Fourth Dimension Wealth, LLC | 15.689 $ | +250 $ | +1,6 % | 15.439 $ | -116 $ | -0,7 % | 15.555 $ | -1.361 $ | -8,0 % | 16.916 $ | -1.070 $ | -5,9 % |
| Strategic Investment Solutions, Inc. /IL | 16.854 $ | +2.432 $ | +16,9 % | 14.422 $ | +516 $ | +3,7 % | 13.906 $ | +205 $ | +1,5 % | 13.701 $ | +912 $ | +7,1 % |
| LFA - Lugano Financial Advisors SA | 15.956 $ | |||||||||||
| MidAtlantic Capital Management, Inc. | 15.876 $ | |||||||||||
| Basepoint Wealth LLC | 15.331 $ | -111 $ | -0,7 % | 15.442 $ | ||||||||
| Abound Wealth Management | 3.434 $ | -11.857 $ | -77,5 % | 15.291 $ | -62.992 $ | -80,5 % | ||||||
| Westside Investment Management, Inc. | 14.650 $ | |||||||||||
| Cape Investment Advisory, Inc. | 11.998 $ | +4.221 $ | +54,3 % | 7.777 $ | -6.052 $ | -43,8 % | 13.829 $ | -72.545 $ | -84,0 % | |||
| AMERIFLEX GROUP, INC. | 13.660 $ | -128.453 $ | -90,4 % | |||||||||
| MCF Advisors LLC | 11.827 $ | +642 $ | +5,7 % | 11.185 $ | -441 $ | -3,8 % | 11.626 $ | |||||
| Accredited Wealth Management, LLC | 11.375 $ | +423 $ | +3,9 % | |||||||||
| Costello Asset Management, INC | 2.418 $ | -8.422 $ | -77,7 % | 10.840 $ | -54 $ | -0,5 % | 10.894 $ | +3.539 $ | +48,1 % | 7.355 $ | ||
| STEPH & CO | 10.865 $ | |||||||||||
| Colonial Trust Co / SC | 10.688 $ | +140 $ | +1,3 % | 10.548 $ | -108 $ | -1,0 % | 10.656 $ | |||||
| EVOLUTION WEALTH MANAGEMENT INC. | 10.226 $ | +8.931 $ | +689,7 % | 1.295 $ | -1.127 $ | -46,5 % | 2.422 $ | +1 $ | +0,0 % | 2.421 $ | +83 $ | +3,6 % |
| LANARK FINANCIAL, INC. | 9.861 $ | +130 $ | +1,3 % | 9.731 $ | -100 $ | -1,0 % | 9.831 $ | -80.169 $ | -89,1 % | |||
| CULLEN/FROST BANKERS, INC. | 1.160 $ | +12 $ | +1,0 % | 1.148 $ | -21 $ | -1,8 % | 1.169 $ | -8.049 $ | -87,3 % | 9.218 $ | ||
| LGT Financial Advisors LLC | 9.151 $ | +241 $ | +2,7 % | 8.910 $ | +3.299 $ | +58,8 % | 5.611 $ | |||||
| Clarity Asset Management, Inc. | 9.082 $ | -46 $ | -0,5 % | 9.128 $ | ||||||||
| Investors Portfolio Services LLC | 8.617 $ | +481 $ | +5,9 % | 8.136 $ | -312 $ | -3,7 % | 8.448 $ | |||||
| Concord Wealth Partners | 5.852 $ | -2.260 $ | -27,9 % | 8.112 $ | +120 $ | +1,5 % | 7.992 $ | -12.199 $ | -60,4 % | |||
| Allspring Global Investments Holdings, LLC | 6.825 $ | +360 $ | +5,6 % | 6.465 $ | ||||||||
| Axiom Investment Management LLC | 6.686 $ | +86 $ | +1,3 % | 6.600 $ | ||||||||
| Wealth Preservation Advisors, LLC | 6.349 $ | -65 $ | -1,0 % | 6.414 $ | +4 $ | +0,1 % | 6.410 $ | +106 $ | +1,7 % | |||
| KERR FINANCIAL PLANNING Corp | 6.262 $ | |||||||||||
| Cornerstone Planning Group LLC | 5.146 $ | |||||||||||
| TopTier Wealth Management, LLC | 4.807 $ | |||||||||||
| Lummis Asset Management, LP | 4.318 $ | -122 $ | -2,7 % | 4.440 $ | ||||||||
| Continuum Advisory, LLC | 4.154 $ | |||||||||||
| TOWER TRUST & INVESTMENT Co | 4.122 $ | |||||||||||
| True Wealth Design, LLC | 3.853 $ | +210 $ | +5,8 % | 3.643 $ | ||||||||
| Hilton Head Capital Partners, LLC | 3.799 $ | -39 $ | -1,0 % | 3.838 $ | ||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 3.757 $ | |||||||||||
| TRUST CO OF VERMONT | 3.447 $ | |||||||||||
| Kings Path Partners LLC | 3.432 $ | |||||||||||
| BAYBAN | 3.056 $ | |||||||||||
| RICHARDSON FINANCIAL SERVICES INC. | 2.677 $ | |||||||||||
| Institute for Wealth Management, LLC. | 2.331 $ | |||||||||||
| Elevated Capital Advisors, LLC | 1.693 $ | +44 $ | +2,7 % | 1.649 $ | -411 $ | -20,0 % | 2.060 $ | |||||
| Morse Asset Management, Inc | 1.715 $ | +96 $ | +5,9 % | 1.619 $ | -62 $ | -3,7 % | 1.681 $ | +39 $ | +2,4 % | 1.642 $ | +65 $ | +4,1 % |
| Investment Research & Advisory Group, Inc. | 1.284 $ | +70 $ | +5,8 % | 1.214 $ | -48 $ | -3,8 % | 1.262 $ | |||||
| FARMERS & MERCHANTS INVESTMENTS INC | 1.014 $ | +958 $ | +1.710,7 % | 56 $ | +4 $ | +7,7 % | ||||||
| DHJJ Financial Advisors, Ltd. | 1.014 $ | +55 $ | +5,7 % | 959 $ | -38 $ | -3,8 % | 997 $ | +22 $ | +2,3 % | 975 $ | +36 $ | +3,8 % |
| Roble, Belko & Company, Inc | 1.000 $ | +0 $ | +0,0 % | 1.000 $ | +0 $ | +0,0 % | ||||||
| McIlrath & Eck, LLC | 998 $ | +26 $ | +2,7 % | 972 $ | +64 $ | +7,0 % | ||||||
| Silver Grove Financial Group, Inc. | 967 $ | |||||||||||
| Virtus Fixed Income Advisers, LLC | 524 $ | -222 $ | -29,8 % | 746 $ | -21 $ | -2,7 % | 767 $ | +0 $ | +0,0 % | 767 $ | -129 $ | -14,4 % |
| GoalVest Advisory LLC | 454 $ | |||||||||||
| BIRCHBROOK, INC. | 343 $ | +19 $ | +5,9 % | 324 $ | -12 $ | -3,6 % | 336 $ | +8 $ | +2,4 % | 328 $ | +12 $ | +3,8 % |
| Grey Fox Wealth Advisors, LLC | 317 $ | |||||||||||
| Decker Retirement Planning Inc. | 65 $ | |||||||||||
| Russell Investments Group, Ltd. | 25 $ | +0 $ | +0,0 % | 25 $ | -25 $ | -50,0 % | ||||||
| 11.964.458.813 $ | +1.010.334.993 $ | +167,8 % | 11.145.208.046 $ | +865.753.491 $ | +268,9 % | 10.104.332.514 $ | +833.803.061 $ | +361,0 % | 8.934.461.322 $ | +1.354.789.945 $ | +78,4 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
SEC-Meldungen und stellen keine Bewertung oder Empfehlung zu einzelnen Wertpapieren,
Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher SEC-Meldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.