| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 319.288.667 $ | +1.307.115 $ | +12,9 % | 12.101.681.328 $ | +1.027.188.076 $ | +208,4 % | 11.168.900.376 $ | +867.182.560 $ | +270,0 % | 10.126.894.071 $ | +833.761.663 $ | +366,1 % | |
| JPMORGAN CHASE & CO | 1.428.549.129 $ | +49.942.988 $ | +3,6 % | 1.378.606.141 $ | -26.300.903 $ | -1,9 % | 1.404.907.044 $ | -99.870.248 $ | -6,6 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| CWM, LLC | 102.165.231 $ | +14.338.231 $ | +16,3 % | 87.827.000 $ | +34.130.000 $ | +63,6 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Corient Private Wealth LP | 31.318.841 $ | -3.317.079 $ | -9,6 % | 34.635.920 $ | -41.927.164 $ | -54,8 % | 76.563.084 $ | +76.526.044 $ | +206.603,8 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| UBS Group AG | 65.688.246 $ | +584.140 $ | +0,9 % | 65.104.106 $ | +1.288.149 $ | +2,0 % | 63.815.957 $ | +16.150.175 $ | +33,9 % | |||
| Integrated Wealth Concepts LLC | 64.575.725 $ | +3.733.307 $ | +6,1 % | 60.842.418 $ | +16.502.610 $ | +37,2 % | 44.339.808 $ | -2.992.169 $ | -6,3 % | |||
| 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 % | |||
| Peterson Wealth Advisors, LLC | 63.679.713 $ | +3.851.190 $ | +6,4 % | 59.828.523 $ | +4.840.443 $ | +8,8 % | 54.988.080 $ | -108.343 $ | -0,2 % | 55.096.423 $ | +4.728.417 $ | +9,4 % |
| 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 % | |||
| Focus Partners Wealth | 59.790.312 $ | +6.034.594 $ | +11,2 % | 53.755.718 $ | -3.670.965 $ | -6,4 % | 57.426.683 $ | +3.317.321 $ | +6,1 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Apella Capital, LLC | 42.835.391 $ | +19.413.147 $ | +82,9 % | 23.422.244 $ | +1.168.909 $ | +5,3 % | 22.253.335 $ | +15.418.875 $ | +225,6 % | 6.834.460 $ | +1.060.366 $ | +18,4 % |
| 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 % | |||
| 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 % | |||
| Avidian Wealth Enterprises, LLC | 33.091.087 $ | -4.192.731 $ | -11,2 % | 37.283.818 $ | +2.596.301 $ | +7,5 % | 34.687.517 $ | +13.125.564 $ | +60,9 % | 21.561.953 $ | +402.313 $ | +1,9 % |
| COLLECTIVE FAMILY OFFICE LLC | 18.296.968 $ | -18.582.709 $ | -50,4 % | 36.879.677 $ | +765.651 $ | +2,1 % | 36.114.026 $ | +192.467 $ | +0,5 % | 35.921.559 $ | +4.319.011 $ | +13,7 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Modern Wealth Management, LLC | 33.469.604 $ | +23.012.987 $ | +220,1 % | 10.456.617 $ | +8.112.987 $ | +346,2 % | 2.343.630 $ | +1.509.725 $ | +181,0 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| TIAA TRUST, NATIONAL ASSOCIATION | 565.487 $ | -28.614.271 $ | -98,1 % | 29.179.758 $ | -20.148.863 $ | -40,8 % | ||||||
| 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 % | |||
| 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 % | |||
| CGN Advisors LLC | 28.717.825 $ | +623.037 $ | +2,2 % | 28.094.788 $ | -194.649 $ | -0,7 % | 28.289.437 $ | +987.395 $ | +3,6 % | |||
| Advisory Services Network, LLC | 28.495.037 $ | +6.175.534 $ | +27,7 % | 22.319.503 $ | +5.235.779 $ | +30,6 % | 17.083.724 $ | +1.845.367 $ | +12,1 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Midwest Financial Partners Investments, Inc. | 24.169.959 $ | +834.121 $ | +3,6 % | 23.335.838 $ | +1.532.452 $ | +7,0 % | 21.803.386 $ | +1.005.312 $ | +4,8 % | 20.798.074 $ | ||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| SHP Wealth Management | 2.608.333 $ | -20.884.661 $ | -88,9 % | 23.492.994 $ | +838.639 $ | +3,7 % | 22.654.355 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Garrett Wealth Advisory Group, LLC | 20.835.426 $ | +2.172.572 $ | +11,6 % | 18.662.854 $ | ||||||||
| Joseph Group Capital Management | 20.787.676 $ | |||||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Sound Income Strategies, LLC | 19.124.823 $ | |||||||||||
| Stephens Consulting, LLC | 18.842.683 $ | +141.461 $ | +0,8 % | |||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Leo Wealth, LLC | 16.616.051 $ | -1.278.208 $ | -7,1 % | 17.894.259 $ | ||||||||
| SIGNATUREFD, LLC | 13.329.858 $ | +46.381 $ | +0,3 % | 13.283.477 $ | -4.545.774 $ | -25,5 % | 17.829.251 $ | +52.782 $ | +0,3 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| CFO4Life Group, LLC | 16.814.211 $ | +534.421 $ | +3,3 % | 16.279.790 $ | -41.693 $ | -0,3 % | 16.321.483 $ | -341.929 $ | -2,1 % | |||
| 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 | 4.265.213 $ | -1.364.107 $ | -24,2 % | 5.629.320 $ | +449.130 $ | +8,7 % | 5.180.190 $ | -11.339.121 $ | -68,6 % | 16.519.311 $ | +1.916.342 $ | +13,1 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Gradient Investments LLC | 261.842 $ | -15.272.378 $ | -98,3 % | 15.534.220 $ | -36.571.020 $ | -70,2 % | ||||||
| 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 % | |||
| 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 % | |||
| Nicht ausgewiesen | 14.338.411 $ | -829.541 $ | -5,5 % | 15.167.952 $ | -21.815 $ | -0,1 % | 15.189.767 $ | +1.704.997 $ | +12,6 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Financial Connections Group, Inc. | 14.151.000 $ | +3.176.000 $ | +28,9 % | 10.975.000 $ | +8.096.000 $ | +281,2 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Vise Technologies, Inc. | 13.517.214 $ | +9.832.135 $ | +266,8 % | 3.685.079 $ | +0 $ | +0,0 % | 3.685.079 $ | +2.603.942 $ | +240,9 % | |||
| CONDOR CAPITAL MANAGEMENT | 13.449.226 $ | +339.032 $ | +2,6 % | 13.110.194 $ | +97.920 $ | +0,8 % | 13.012.274 $ | -199.501 $ | -1,5 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | ||||||
| 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 % | |||
| Perigon Wealth Management, LLC | 12.369.599 $ | +370.355 $ | +3,1 % | 11.999.244 $ | ||||||||
| Leverty Financial Group, LLC | 5.596.512 $ | -5.764.790 $ | -50,7 % | 11.361.302 $ | -841.501 $ | -6,9 % | 12.202.803 $ | +690.779 $ | +6,0 % | 11.512.024 $ | -620.692 $ | -5,1 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Focus 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 % | |||
| SouthState Bank Corp | 11.513.234 $ | +682.983 $ | +6,3 % | 10.830.251 $ | +243.208 $ | +2,3 % | 10.587.043 $ | -440.891 $ | -4,0 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| ACIMA PRIVATE WEALTH, LLC | 10.424.118 $ | -513.356 $ | -4,7 % | 10.937.474 $ | +415.276 $ | +3,9 % | 10.522.198 $ | -203.206 $ | -1,9 % | 10.725.404 $ | -1.621.720 $ | -13,1 % |
| 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 % | |||
| Macco Financial Group, Inc. | 10.843.335 $ | +3.708.048 $ | +52,0 % | 7.135.287 $ | -1.251.539 $ | -14,9 % | 8.386.826 $ | |||||
| Privatperson | 6.902.966 $ | -3.778.907 $ | -35,4 % | 10.681.873 $ | +1.405.529 $ | +15,2 % | 9.276.344 $ | +1.080.547 $ | +13,2 % | 8.195.797 $ | +2.503.235 $ | +44,0 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Keudell/Morrison Wealth Management | 10.363.779 $ | +419.694 $ | +4,2 % | 9.944.085 $ | +1.228.940 $ | +14,1 % | 8.715.145 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | ||||||
| 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 % | |||
| Farther Finance Advisors, LLC | 10.098.090 $ | +6.877.902 $ | +213,6 % | 3.220.188 $ | -4.220.114 $ | -56,7 % | 7.440.302 $ | +4.491.858 $ | +152,3 % | 2.948.444 $ | +597.961 $ | +25,4 % |
| Sprinkle Financial Consultants LLC | 10.030.890 $ | +1.898.873 $ | +23,4 % | 8.132.017 $ | +1.639.755 $ | +25,3 % | 6.492.262 $ | +1.684.170 $ | +35,0 % | 4.808.092 $ | +1.175.234 $ | +32,4 % |
| 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 % | |||
| MLG Wealth Management DBA Pine Grove Financial Group | 9.918.988 $ | +1.008.017 $ | +11,3 % | 8.910.971 $ | +569.314 $ | +6,8 % | 8.341.657 $ | |||||
| 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 % | |||
| 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 % | |||
| Cadent Capital Advisors, LLC | 9.428.984 $ | +1.007.961 $ | +12,0 % | 8.421.023 $ | +759.178 $ | +9,9 % | 7.661.845 $ | +6.508.193 $ | +564,1 % | 1.153.652 $ | ||
| 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 % | |||
| AVAII WEALTH MANAGEMENT, LLC | 1.255.441 $ | +2.898 $ | +0,2 % | 1.252.543 $ | -7.602.751 $ | -85,9 % | 8.855.294 $ | -232.989 $ | -2,6 % | 9.088.283 $ | -414.044 $ | -4,4 % |
| Crusonia Wealth Advisors LLC | 8.933.673 $ | +910.866 $ | +11,4 % | 8.022.807 $ | +59.306 $ | +0,7 % | 7.963.501 $ | |||||
| OLD MISSION CAPITAL LLC | 1.894.002 $ | -6.970.183 $ | -78,6 % | 8.864.185 $ | +5.902.073 $ | +199,3 % | 2.962.112 $ | -3.060.552 $ | -50,8 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Tidemark, LLC | 2.097.094 $ | -6.571.173 $ | -75,8 % | 8.668.267 $ | +779.407 $ | +9,9 % | 7.888.860 $ | +607.491 $ | +8,3 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 8.216.998 $ | -405.412 $ | -4,7 % | 8.622.410 $ | +1.091.289 $ | +14,5 % | 7.531.121 $ | -179.220 $ | -2,3 % | 7.710.341 $ | +1.045.135 $ | +15,7 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Marmo Financial Group, LLC | 8.029.592 $ | -262.571 $ | -3,2 % | 8.292.163 $ | -66.592 $ | -0,8 % | ||||||
| Ignite Planners, LLC | 8.187.675 $ | +281.295 $ | +3,6 % | 7.906.380 $ | +96.133 $ | +1,2 % | 7.810.247 $ | +27.030 $ | +0,3 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 788.714 $ | -106.507 $ | -11,9 % | 895.221 $ | -7.272.031 $ | -89,0 % | 8.167.252 $ | -473.313 $ | -5,5 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Commonwealth Financial Services, LLC | 7.926.675 $ | +7.203.273 $ | +995,7 % | 723.402 $ | +12.182 $ | +1,7 % | 711.220 $ | +17.762 $ | +2,6 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Capital Developers, LLC | 7.776.754 $ | +283.190 $ | +3,8 % | 7.493.564 $ | ||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Mach-1 Financial Group, LLC | 7.616.513 $ | +212.353 $ | +2,9 % | 7.404.160 $ | +77.534 $ | +1,1 % | 7.326.626 $ | |||||
| MONECO ADVISORS, LLC | 6.378.484 $ | -274.190 $ | -4,1 % | 6.652.674 $ | -919.952 $ | -12,1 % | 7.572.626 $ | +567.668 $ | +8,1 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Planned Solutions, Inc. | 7.203.149 $ | +180.463 $ | +2,6 % | 7.022.686 $ | -274.849 $ | -3,8 % | 7.297.535 $ | +179.320 $ | +2,5 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Legacy Private Trust Co. | 6.654.869 $ | -393.268 $ | -5,6 % | 7.048.137 $ | +820.032 $ | +13,2 % | 6.228.105 $ | +331.863 $ | +5,6 % | 5.896.242 $ | +244.376 $ | +4,3 % |
| 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 % | |||
| 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 % | |||
| Brio Consultants, LLC | 6.962.783 $ | +280.291 $ | +4,2 % | 6.682.492 $ | +8.260 $ | +0,1 % | 6.674.232 $ | +263.634 $ | +4,1 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| INTEGRITY ALLIANCE, LLC. | 6.644.804 $ | +312.537 $ | +4,9 % | 6.332.267 $ | -90.252 $ | -1,4 % | 6.422.519 $ | +195.779 $ | +3,1 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| American Trust | 4.189.788 $ | -2.091.816 $ | -33,3 % | 6.281.604 $ | -59.155 $ | -0,9 % | 6.340.759 $ | -22.365.136 $ | -77,9 % | |||
| 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 % | |||
| 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 % | |||
| Palumbo Wealth Management LLC | 6.235.848 $ | +462.814 $ | +8,0 % | 5.773.034 $ | +211.736 $ | +3,8 % | 5.561.298 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| SkyView Investment Advisors, LLC | 6.175.000 $ | +509.000 $ | +9,0 % | 5.666.000 $ | +5.236.000 $ | +1.217,7 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Winter & Associates, Inc. | 6.044.819 $ | +2.689.672 $ | +80,2 % | 3.355.147 $ | +1.173.382 $ | +53,8 % | 2.181.765 $ | |||||
| 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 % | |||
| HighPoint Advisor Group LLC | 5.901.068 $ | +398.892 $ | +7,2 % | 5.502.176 $ | +1.643.872 $ | +42,6 % | 3.858.304 $ | |||||
| Running Point Capital Advisors, LLC | 5.876.336 $ | +939.923 $ | +19,0 % | |||||||||
| Cooper Financial Group | 4.768.231 $ | +489.242 $ | +11,4 % | 4.278.989 $ | -1.575.683 $ | -26,9 % | 5.854.672 $ | +208.274 $ | +3,7 % | 5.646.398 $ | -1.011.097 $ | -15,2 % |
| LexAurum Advisors, LLC | 5.794.998 $ | +834.597 $ | +16,8 % | 4.960.401 $ | +662.383 $ | +15,4 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Crumly & Associates Inc. | 5.491.644 $ | +145.579 $ | +2,7 % | 5.346.065 $ | +2.180.882 $ | +68,9 % | 3.165.183 $ | +738.860 $ | +30,5 % | 2.426.323 $ | +136.499 $ | +6,0 % |
| Odyssey Group, LLC | 5.464.192 $ | |||||||||||
| 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 % | |||
| 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 % | |||
| NewEdge Wealth, LLC | 5.370.589 $ | +978.769 $ | +22,3 % | 4.391.820 $ | -647.794 $ | -12,9 % | 5.039.614 $ | +709.560 $ | +16,4 % | |||
| 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 % | |||
| Uniting Wealth Partners, LLC | 5.282.972 $ | -74.076 $ | -1,4 % | 5.357.048 $ | -619.924 $ | -10,4 % | ||||||
| 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 % | |||
| 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 % | |||
| TruWealth Advisors, LLC | 5.227.178 $ | -7.912 $ | -0,2 % | 5.235.090 $ | -273.824 $ | -5,0 % | ||||||
| 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 % | |||
| Nicht ausgewiesen | 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 % | |||
| 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 % | |||
| Strategic Financial Concepts, LLC | 4.517.536 $ | -534.678 $ | -10,6 % | 5.052.214 $ | +401.622 $ | +8,6 % | ||||||
| Principle Wealth Partners LLC | 5.051.367 $ | +3.044.219 $ | +151,7 % | 2.007.148 $ | -20.478 $ | -1,0 % | 2.027.626 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| BETO FINANCIAL GROUP, LLC | 1.652.286 $ | -651.080 $ | -28,3 % | 2.303.366 $ | -2.455.635 $ | -51,6 % | 4.759.001 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Moss Adams Wealth Advisors LLC | 4.692.579 $ | +1.859.595 $ | +65,6 % | 2.832.984 $ | +1.368.858 $ | +93,5 % | 1.464.126 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Mutual Advisors, LLC | 4.478.510 $ | +93.558 $ | +2,1 % | 4.384.952 $ | -147.267 $ | -3,2 % | 4.532.219 $ | +148.411 $ | +3,4 % | |||
| Philadelphia Investment Partners, LLC | 4.522.565 $ | +495.652 $ | +12,3 % | 4.026.913 $ | ||||||||
| Gotham Asset Management, LLC | 4.481.838 $ | +243.391 $ | +5,7 % | 4.238.447 $ | -167.124 $ | -3,8 % | 4.405.571 $ | +94.836 $ | +2,2 % | |||
| 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 % | |||
| 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 % | |||
| PENNEY FINANCIAL, LLC | 3.574.103 $ | -773.247 $ | -17,8 % | 4.347.350 $ | +109.182 $ | +2,6 % | 4.238.168 $ | +262.703 $ | +6,6 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | ||||||
| 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 % | |||
| Compass Ion Advisors, LLC | 4.117.852 $ | +2.171.364 $ | +111,6 % | 1.946.488 $ | ||||||||
| Breakwater Capital Group | 3.552.012 $ | -68.717 $ | -1,9 % | 3.620.729 $ | -496.272 $ | -12,1 % | 4.117.001 $ | +159.148 $ | +4,0 % | 3.957.853 $ | +706.995 $ | +21,7 % |
| VICUS CAPITAL | 4.084.783 $ | -24.604 $ | -0,6 % | 4.109.387 $ | +35.297 $ | +0,9 % | ||||||
| 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 % | |||
| 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 % | |||
| StoneX Group Inc. | 279.758 $ | -58.901 $ | -17,4 % | 338.659 $ | -3.682.044 $ | -91,6 % | 4.020.703 $ | +584.069 $ | +17,0 % | |||
| 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 % | |||
| Sincerus Advisory, LLC | 4.006.076 $ | +674.391 $ | +20,2 % | 3.331.685 $ | +496.106 $ | +17,5 % | 2.835.579 $ | +158.549 $ | +5,9 % | 2.677.030 $ | +586.156 $ | +28,0 % |
| 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 % | |||
| Intrua Financial, LLC | 3.945.858 $ | +123.366 $ | +3,2 % | 3.822.492 $ | -123.884 $ | -3,1 % | 3.946.376 $ | +334.077 $ | +9,2 % | |||
| 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 % | |||
| Copper Harbor Investment Advisors, LLC | 3.881.361 $ | |||||||||||
| Systelligence, LLC | 2.387.668 $ | -322.578 $ | -11,9 % | 2.710.246 $ | -1.132.963 $ | -29,5 % | 3.843.209 $ | |||||
| Advyzon Investment Management, LLC | 3.810.121 $ | -27.011 $ | -0,7 % | 3.837.132 $ | +3.044.201 $ | +383,9 % | 792.931 $ | +62.657 $ | +8,6 % | |||
| 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 % | |||
| Obermeyer Wealth Partners | 3.759.361 $ | +949.923 $ | +33,8 % | 2.809.438 $ | +1.761.563 $ | +168,1 % | 1.047.875 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 $ | |||||
| 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 % | |||
| 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 % | |||
| Convergence Financial, LLC | 3.675.805 $ | +609.921 $ | +19,9 % | 3.065.884 $ | +409.291 $ | +15,4 % | 2.656.593 $ | +263.617 $ | +11,0 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Zhang Financial LLC | 3.526.109 $ | +2.664.531 $ | +309,3 % | 861.578 $ | -8.790 $ | -1,0 % | 870.368 $ | +54.319 $ | +6,7 % | |||
| 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 % | |||
| 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 % | |||
| Park Place Capital Corp | 3.457.394 $ | +188.507 $ | +5,8 % | 3.268.887 $ | +349.933 $ | +12,0 % | 2.918.954 $ | -2.030.635 $ | -41,0 % | |||
| 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 % | |||
| RIVERSEDGE ADVISORS, LLC | 3.443.755 $ | +254.819 $ | +8,0 % | 3.188.936 $ | +312.611 $ | +10,9 % | 2.876.325 $ | |||||
| RETIREMENT GUYS FORMULA LLC | 3.380.027 $ | -26.041 $ | -0,8 % | |||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| MCDONALD PARTNERS LLC | 3.345.008 $ | +1.351.623 $ | +67,8 % | 1.993.385 $ | +897.302 $ | +81,9 % | 1.096.083 $ | +491.142 $ | +81,2 % | |||
| 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 % | |||
| MMA ASSET MANAGEMENT LLC | 3.318.551 $ | +56.797 $ | +1,7 % | 3.261.754 $ | ||||||||
| Bright Futures Wealth Management, LLC. | 3.294.927 $ | -574.355 $ | -14,8 % | |||||||||
| DAVENPORT & Co LLC | 3.134.413 $ | -138.940 $ | -4,2 % | 3.273.353 $ | +303.031 $ | +10,2 % | 2.970.322 $ | +209.088 $ | +7,6 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Leslie Global Wealth, LLC | 3.173.131 $ | +2.616.388 $ | +469,9 % | 556.743 $ | +320.088 $ | +135,3 % | ||||||
| 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 % | |||
| 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 % | |||
| Coordinated Financial Services, Inc. | 2.932.996 $ | -217.763 $ | -6,9 % | 3.150.759 $ | +469.009 $ | +17,5 % | ||||||
| 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 % | |||
| Curry Webb Wealth Management LLC | 3.111.371 $ | +692.025 $ | +28,6 % | 2.419.346 $ | -47.504 $ | -1,9 % | 2.466.850 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Planning Strategies Inc. | 2.978.943 $ | -99.168 $ | -3,2 % | 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 % | |||
| 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 % | |||
| Avestar Capital, LLC | 3.057.701 $ | +370.518 $ | +13,8 % | 2.687.183 $ | +656.297 $ | +32,3 % | 2.030.886 $ | +49.450 $ | +2,5 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| First Financial Bank - Trust Division | 2.785.857 $ | -135.620 $ | -4,6 % | 2.921.477 $ | +489.813 $ | +20,1 % | 2.431.664 $ | +1.078.209 $ | +79,7 % | 1.353.455 $ | +274.003 $ | +25,4 % |
| Mills Wealth Advisors LLC | 2.147.370 $ | -767.743 $ | -26,3 % | 2.915.113 $ | -174.257 $ | -5,6 % | ||||||
| RFG Advisory, LLC | 2.727.194 $ | -182.214 $ | -6,3 % | 2.909.408 $ | +70.781 $ | +2,5 % | 2.838.627 $ | -18.626 $ | -0,7 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Galvin, Gaustad & Stein, LLC | 2.241.500 $ | -274.964 $ | -10,9 % | 2.516.464 $ | +45.857 $ | +1,9 % | 2.470.607 $ | -366.511 $ | -12,9 % | 2.837.118 $ | +9.474 $ | +0,3 % |
| 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 % | |||
| 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 % | |||
| 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 $ | ||||||||
| 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 % | |||
| Essential Investment Partners LLC | 2.705.784 $ | +1.375.777 $ | +103,4 % | 1.330.007 $ | -55.207 $ | -4,0 % | 1.385.214 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| FIDUCIARY FINANCIAL ADVISORS | 2.648.476 $ | +2.296.796 $ | +653,1 % | 351.680 $ | ||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| IFG Advisory, LLC | 2.495.348 $ | +2.488.448 $ | +36.064,5 % | 6.900 $ | -1.163.972 $ | -99,4 % | 1.170.872 $ | +53.851 $ | +4,8 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Global Retirement Partners, LLC | 2.441.657 $ | +374.699 $ | +18,1 % | 2.066.958 $ | +319.517 $ | +18,3 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 $ | |||||
| Friday Financial | 2.376.176 $ | +560.872 $ | +30,9 % | 1.815.304 $ | +641.663 $ | +54,7 % | 1.173.641 $ | +191.315 $ | +19,5 % | 982.326 $ | +88.566 $ | +9,9 % |
| 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 % | |||
| US BANCORP \DE\ | 2.313.332 $ | +188.680 $ | +8,9 % | 2.124.652 $ | -234.462 $ | -9,9 % | 2.359.114 $ | +260.599 $ | +12,4 % | |||
| 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 % | |||
| 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 % | |||
| Denver PWM, LLC | 650.377 $ | -367.574 $ | -36,1 % | 1.017.951 $ | -1.283.285 $ | -55,8 % | 2.301.236 $ | +0 $ | +0,0 % | |||
| 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 % | |||
| Ascentis Independent Advisors | 2.273.878 $ | +1.597.211 $ | +236,0 % | 676.667 $ | -289.581 $ | -30,0 % | ||||||
| COMERICA BANK | 2.267.496 $ | +1.459.663 $ | +180,7 % | |||||||||
| MidWestOne Financial Group, Inc. | 2.248.816 $ | +2.044.816 $ | +1.002,4 % | |||||||||
| HSBC HOLDINGS PLC | 2.247.419 $ | +785.048 $ | +53,7 % | 1.462.371 $ | -767.773 $ | -34,4 % | 2.230.144 $ | +1.316.044 $ | +144,0 % | |||
| 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 % | |||
| Fermata Advisors, LLC | 2.238.534 $ | +296.187 $ | +15,2 % | 1.942.347 $ | +457.543 $ | +30,8 % | 1.484.804 $ | +98.795 $ | +7,1 % | |||
| RIVERCHASE WEALTH MANAGEMENT, LLC | 2.231.152 $ | +511.063 $ | +29,7 % | 1.720.089 $ | ||||||||
| Security National Bank | 2.221.152 $ | +415.375 $ | +23,0 % | 1.805.777 $ | +261.279 $ | +16,9 % | 1.544.498 $ | +251.583 $ | +19,5 % | |||
| 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 % | |||
| WBH ADVISORY INC | 2.066.343 $ | +308.469 $ | +17,5 % | 1.757.874 $ | -423.244 $ | -19,4 % | 2.181.118 $ | +262.838 $ | +13,7 % | |||
| YHB Investment Advisors, Inc. | 1.999.981 $ | -12.822 $ | -0,6 % | 2.012.803 $ | -157.389 $ | -7,3 % | 2.170.192 $ | +303.376 $ | +16,3 % | 1.866.816 $ | +548.486 $ | +41,6 % |
| 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 % | |||
| Wealthspire Retirement, LLC | 2.168.985 $ | +28.735 $ | +1,3 % | 2.140.250 $ | +29.659 $ | +1,4 % | 2.110.591 $ | +349.138 $ | +19,8 % | |||
| 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 % | |||
| 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 % | |||
| Legacy Edge Advisors, LLC | 2.089.620 $ | +411.056 $ | +24,5 % | 1.678.564 $ | -26.266 $ | -1,5 % | 1.704.830 $ | +172.510 $ | +11,3 % | |||
| 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 % | |||
| 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 % | |||
| GFS Advisors, LLC | 2.061.438 $ | +31.844 $ | +1,6 % | 2.029.594 $ | -20.706 $ | -1,0 % | 2.050.300 $ | |||||
| LAVELLE CAPITAL LP | 2.016.547 $ | |||||||||||
| McAdam, LLC | 1.577.093 $ | -287.734 $ | -15,4 % | 1.864.827 $ | -151.436 $ | -7,5 % | 2.016.263 $ | -3.244 $ | -0,2 % | |||
| Quantinno Capital Management LP | 2.014.296 $ | |||||||||||
| 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 % | |||
| Strategic Blueprint, LLC | 1.988.812 $ | +121.554 $ | +6,5 % | 1.867.258 $ | +569.017 $ | +43,8 % | 1.298.241 $ | +256 $ | +0,0 % | |||
| 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 % | |||
| Impact Investors, Inc | 1.977.571 $ | +407.635 $ | +26,0 % | 1.569.936 $ | -70.961 $ | -4,3 % | 1.640.897 $ | +69.564 $ | +4,4 % | |||
| 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 % | |||
| 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 % | |||
| Savvy Advisors, Inc. | 1.881.516 $ | +587.150 $ | +45,4 % | 1.294.366 $ | -37.583 $ | -2,8 % | 1.331.949 $ | +911.461 $ | +216,8 % | |||
| Elequin Capital, LP | 1.870.686 $ | +996.632 $ | +114,0 % | 874.054 $ | -5.267.640 $ | -85,8 % | ||||||
| Arete Wealth Advisors, LLC | 1.865.853 $ | +328.505 $ | +21,4 % | 1.537.348 $ | +974.348 $ | +173,1 % | ||||||
| 49 WEALTH MANAGEMENT, LLC | 1.844.036 $ | +44.850 $ | +2,5 % | 1.799.186 $ | +474.657 $ | +35,8 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Creative Planning | 1.750.340 $ | +119.830 $ | +7,3 % | 1.630.510 $ | +446.762 $ | +37,7 % | 1.183.748 $ | +354.913 $ | +42,8 % | |||
| 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 % | |||
| 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 % | |||
| Linscomb Wealth, Inc. | 1.724.398 $ | +479.197 $ | +38,5 % | 1.245.201 $ | ||||||||
| Mattson Financial Services, LLC | 1.720.803 $ | -1.039.617 $ | -37,7 % | |||||||||
| Clear Point Advisors Inc. | 1.715.689 $ | +33.693 $ | +2,0 % | 1.681.996 $ | +186.916 $ | +12,5 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Krilogy Financial LLC | 1.607.782 $ | -43.493 $ | -2,6 % | 1.651.275 $ | -7.869 $ | -0,5 % | 1.659.144 $ | -3.774 $ | -0,2 % | |||
| 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 % | |||
| Key FInancial Inc | 1.636.382 $ | +658.495 $ | +67,3 % | 977.887 $ | +711.569 $ | +267,2 % | 266.318 $ | +77.651 $ | +41,2 % | |||
| Timmons Wealth Management, LLC | 400.769 $ | -1.234.309 $ | -75,5 % | 1.635.078 $ | +2.419 $ | +0,1 % | 1.632.659 $ | |||||
| Total Wealth Planning, LLC | 1.628.508 $ | -28.505.661 $ | -94,6 % | |||||||||
| RTD Financial Advisors, Inc. | 1.628.331 $ | |||||||||||
| Brown Financial Advisors | 1.615.046 $ | -2.010.069 $ | -55,4 % | |||||||||
| 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 % | |||
| Kooman & Associates | 1.537.531 $ | +42.080 $ | +2,8 % | 1.495.451 $ | -108.379 $ | -6,8 % | 1.603.830 $ | -51.132 $ | -3,1 % | |||
| Rothschild Wealth LLC | 1.562.239 $ | +197.060 $ | +14,4 % | 1.365.179 $ | +30.839 $ | +2,3 % | 1.334.340 $ | |||||
| 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 % | |||
| Valeo Financial Advisors, LLC | 1.553.270 $ | |||||||||||
| 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 % | |||
| Marion Wealth Management | 1.546.041 $ | +20.296 $ | +1,3 % | 1.525.745 $ | +112.686 $ | +8,0 % | 1.413.059 $ | +204.555 $ | +16,9 % | |||
| Seascape Capital Management | 1.545.000 $ | +20.000 $ | +1,3 % | 1.525.000 $ | +717.000 $ | +88,7 % | 808.000 $ | +202.000 $ | +33,3 % | |||
| 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 % | |||
| Lionsbridge Wealth Management LLC | 468.532 $ | -532.618 $ | -53,2 % | 1.001.150 $ | -515.248 $ | -34,0 % | 1.516.398 $ | -256.997 $ | -14,5 % | |||
| 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 % | |||
| STEPHENS INC /AR/ | 823.249 $ | +34.554 $ | +4,4 % | 788.695 $ | -694.929 $ | -46,8 % | 1.483.624 $ | +255.449 $ | +20,8 % | |||
| 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 $ | |||||
| 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 % | |||
| Diversify Advisory Services, LLC | 1.392.347 $ | -53.095 $ | -3,7 % | 1.445.442 $ | -2.184.386 $ | -60,2 % | ||||||
| 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 $ | |||||
| Freedom Financial Partners LLC | 690.921 $ | -160.097 $ | -18,8 % | 851.018 $ | -582.429 $ | -40,6 % | 1.433.447 $ | -971.646 $ | -40,4 % | |||
| Rooted Wealth Advisors, Inc. | 1.433.205 $ | +119.570 $ | +9,1 % | 1.313.635 $ | +187.499 $ | +16,6 % | ||||||
| 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 % | |||
| Sequent Planning LLC | 1.404.187 $ | +217.316 $ | +18,3 % | 1.186.871 $ | +425.155 $ | +55,8 % | 761.716 $ | +206.715 $ | +37,2 % | |||
| BCGM Wealth Management, LLC | 968.159 $ | -408.181 $ | -29,7 % | 1.376.340 $ | -21.348 $ | -1,5 % | 1.397.688 $ | +15.169 $ | +1,1 % | |||
| 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 % | |||
| COZAD ASSET MANAGEMENT INC | 1.388.640 $ | +420.791 $ | +43,5 % | 967.849 $ | -38.100 $ | -3,8 % | 1.005.949 $ | +21.654 $ | +2,2 % | |||
| Helium Advisors LLC | 1.375.592 $ | +519.109 $ | +60,6 % | 856.483 $ | -94.807 $ | -10,0 % | 951.290 $ | +687.312 $ | +260,4 % | |||
| Conrad Siegel Investment Advisors, Inc. | 1.368.849 $ | +261.388 $ | +23,6 % | 1.107.461 $ | +613.834 $ | +124,4 % | 493.627 $ | +83.941 $ | +20,5 % | 409.686 $ | +1.483 $ | +0,4 % |
| 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 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Tradewinds, LLC. | 1.323.256 $ | +442.793 $ | +50,3 % | 880.463 $ | +18.953 $ | +2,2 % | ||||||
| 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 % | |||
| Cyr Financial Inc. | 1.292.007 $ | +29.660 $ | +2,3 % | 1.262.347 $ | +157.811 $ | +14,3 % | 1.104.536 $ | +124.358 $ | +12,7 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Ausdal Financial Partners, Inc. | 1.276.662 $ | +60.515 $ | +5,0 % | 1.216.147 $ | +440.244 $ | +56,7 % | 775.903 $ | -53.293 $ | -6,4 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Argent Trust Co | 1.098.995 $ | +12.047 $ | +1,1 % | 1.086.948 $ | -174.333 $ | -13,8 % | 1.261.281 $ | +124.569 $ | +11,0 % | |||
| 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 % | |||
| BOSTON FAMILY OFFICE LLC | 933.000 $ | -320.000 $ | -25,5 % | 1.253.000 $ | +206.000 $ | +19,7 % | 1.047.000 $ | +148.000 $ | +16,5 % | |||
| INNEALTA CAPITAL, LLC | 1.243.852 $ | +6.988 $ | +0,6 % | 1.236.864 $ | +578.294 $ | +87,8 % | 658.570 $ | -714.613 $ | -52,0 % | |||
| 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 $ | ||||||||
| 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 % | |||
| 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 % | |||
| NVWM, LLC | 1.139.331 $ | -59.812 $ | -5,0 % | 1.199.143 $ | +245.142 $ | +25,7 % | 954.001 $ | +55.961 $ | +6,2 % | |||
| 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 % | |||
| Clearstead Advisors, LLC | 1.196.052 $ | |||||||||||
| Axis Wealth Partners, LLC | 1.191.557 $ | +72.348 $ | +6,5 % | 1.119.209 $ | +149.010 $ | +15,4 % | 970.199 $ | +58.443 $ | +6,4 % | |||
| Simmons Bank | 1.181.838 $ | +451.223 $ | +61,8 % | 730.615 $ | +525.679 $ | +256,5 % | 204.936 $ | |||||
| Allied Private Wealth LLC | 1.178.806 $ | |||||||||||
| 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 % | |||
| Forthright Family Wealth Advisory LLC | 1.139.674 $ | -27.105 $ | -2,3 % | 1.166.779 $ | +79.828 $ | +7,3 % | ||||||
| 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 % | |||
| VISTA INVESTMENT MANAGEMENT | 1.115.626 $ | -1.101 $ | -0,1 % | 1.116.727 $ | -11.392 $ | -1,0 % | 1.128.119 $ | +8.240 $ | +0,7 % | |||
| 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 $ | |||||
| 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 % | |||
| PAX Financial Group, LLC | 1.112.942 $ | +212.482 $ | +23,6 % | 900.460 $ | +292.842 $ | +48,2 % | 607.618 $ | +38.905 $ | +6,8 % | |||
| Integrity Investment Advisors, LLC | 931.317 $ | -61.826 $ | -6,2 % | 993.143 $ | -116.239 $ | -10,5 % | 1.109.382 $ | -3.104.898 $ | -73,7 % | |||
| SageView Advisory Group, LLC | 872.822 $ | -91.269 $ | -9,5 % | 964.091 $ | -144.490 $ | -13,0 % | 1.108.581 $ | +89.075 $ | +8,7 % | |||
| 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 % | |||
| Boyd Wealth Management, LLC | 1.089.994 $ | +627.137 $ | +135,5 % | 462.857 $ | ||||||||
| ROCKLAND TRUST CO | 1.073.680 $ | +229.318 $ | +27,2 % | 844.362 $ | +232.815 $ | +38,1 % | 611.547 $ | +61.355 $ | +11,2 % | 550.192 $ | -36.916 $ | -6,3 % |
| Apollon Financial, LLC | 1.000.727 $ | +14.652 $ | +1,5 % | 986.075 $ | -85.117 $ | -7,9 % | 1.071.192 $ | +84.379 $ | +8,6 % | |||
| Aptus Capital Advisors, LLC | 1.066.032 $ | +303.527 $ | +39,8 % | 762.505 $ | -247.839 $ | -24,5 % | 1.010.344 $ | -154.496 $ | -13,3 % | |||
| SAXON INTERESTS, INC. | 1.054.866 $ | +26.097 $ | +2,5 % | 1.028.769 $ | -15.287 $ | -1,5 % | 1.044.056 $ | +1.266 $ | +0,1 % | |||
| 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 % | |||
| 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 % | |||
| MEMBERS WEALTH LLC | 1.037.314 $ | +162.468 $ | +18,6 % | 874.846 $ | +25.206 $ | +3,0 % | 849.640 $ | -34.719 $ | -3,9 % | |||
| JSF Financial, LLC | 1.029.506 $ | +57.455 $ | +5,9 % | 972.051 $ | -38.704 $ | -3,8 % | 1.010.755 $ | +25.085 $ | +2,5 % | |||
| PLANNING DIRECTIONS INC | 1.025.785 $ | +22.663 $ | +2,3 % | 1.003.122 $ | -1.267 $ | -0,1 % | 1.004.389 $ | +9.646 $ | +1,0 % | |||
| Wealth Enhancement Trust Services, Inc. | 969.205 $ | -56.457 $ | -5,5 % | 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 % | |||
| 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 % | |||
| CHOREO, LLC | 1.007.072 $ | +13.221 $ | +1,3 % | 993.851 $ | +308.253 $ | +45,0 % | 685.598 $ | +2.234 $ | +0,3 % | |||
| Focus Financial Network, Inc. | 646.272 $ | -5.789 $ | -0,9 % | 652.061 $ | -354.820 $ | -35,2 % | 1.006.881 $ | +245.130 $ | +32,2 % | |||
| Collaborative Wealth Managment Inc. | 1.005.389 $ | +50.599 $ | +5,3 % | 954.790 $ | -17.096 $ | -1,8 % | 971.886 $ | +10.110 $ | +1,1 % | |||
| 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 % | |||
| Garden State Investment Advisory Services LLC | 981.071 $ | +710.052 $ | +262,0 % | 271.019 $ | +55.497 $ | +25,8 % | 215.522 $ | +8.666 $ | +4,2 % | |||
| First Citizens Financial Corp | 221.498 $ | -424.120 $ | -65,7 % | 645.618 $ | -121.893 $ | -15,9 % | 767.511 $ | -202.203 $ | -20,9 % | 969.714 $ | -612.092 $ | -38,7 % |
| 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 % | |||
| Investment Advisory Group, LLC | 934.245 $ | +520.661 $ | +125,9 % | 413.584 $ | +13.455 $ | +3,4 % | 400.129 $ | +24.643 $ | +6,6 % | |||
| 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 % | |||
| WCG Wealth Advisors LLC | 892.369 $ | -31.046 $ | -3,4 % | 923.415 $ | ||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 921.827 $ | +221.332 $ | +31,6 % | 700.495 $ | +84.852 $ | +13,8 % | ||||||
| Crossmark Global Holdings, Inc. | 917.196 $ | +49.810 $ | +5,7 % | 867.386 $ | -34.201 $ | -3,8 % | 901.587 $ | -283.363 $ | -23,9 % | |||
| StrongBox Wealth, LLC | 262.596 $ | +3.448 $ | +1,3 % | 259.148 $ | -657.276 $ | -71,7 % | 916.424 $ | +101.990 $ | +12,5 % | |||
| 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 % | |||
| First PREMIER Bank | 887.000 $ | +135.000 $ | +18,0 % | 752.000 $ | +260.000 $ | +52,8 % | 492.000 $ | +73.000 $ | +17,4 % | |||
| Advisory Alpha, LLC | 221.156 $ | -664.381 $ | -75,0 % | 885.537 $ | +74.433 $ | +9,2 % | 811.104 $ | +25.095 $ | +3,2 % | |||
| 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 % | |||
| 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 % | |||||||||
| Narus Financial Partners, LLC | 693.146 $ | -149.060 $ | -17,7 % | 842.206 $ | +106.154 $ | +14,4 % | 736.052 $ | -12.832 $ | -1,7 % | |||
| Mission Hills Financial Advisory, LLC | 604.475 $ | -227.343 $ | -27,3 % | 831.818 $ | +466.259 $ | +127,5 % | 365.559 $ | |||||
| Forum Finance Group S.A. | 831.000 $ | +438.000 $ | +111,5 % | 393.000 $ | ||||||||
| Prosperity Wealth Management, Inc. | 825.000 $ | +44.840 $ | +5,7 % | |||||||||
| Entelevest, LLC | 824.504 $ | +206.841 $ | +33,5 % | 617.663 $ | +250.982 $ | +68,4 % | 366.681 $ | |||||
| PCG Wealth Advisors, LLC | 312.721 $ | +45.128 $ | +16,9 % | 267.593 $ | -555.865 $ | -67,5 % | 823.458 $ | -1.723.567 $ | -67,7 % | |||
| Crane Advisory, LLC | 817.306 $ | +396.801 $ | +94,4 % | 420.505 $ | +5.715 $ | +1,4 % | 414.790 $ | +189.972 $ | +84,5 % | |||
| Centurion Wealth Management LLC | 816.782 $ | +40.232 $ | +5,2 % | 776.550 $ | +521.440 $ | +204,4 % | 255.110 $ | +152 $ | +0,1 % | |||
| 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 % | |||
| Mountain Capital Investment Advisors Inc. | 756.496 $ | +3.492 $ | +0,5 % | 753.004 $ | -51.670 $ | -6,4 % | 804.674 $ | +104.549 $ | +14,9 % | |||
| WNY Asset Management, LLC | 804.096 $ | +22.106 $ | +2,8 % | 781.990 $ | -551.151 $ | -41,3 % | ||||||
| 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 % | |||
| Financial Strategies Group, Inc. | 778.198 $ | +37.686 $ | +5,1 % | 740.512 $ | -2.438 $ | -0,3 % | 742.950 $ | +13.298 $ | +1,8 % | |||
| GeoWealth Management, LLC | 765.050 $ | +14.869 $ | +2,0 % | 750.181 $ | +540.378 $ | +257,6 % | ||||||
| ORG Partners LLC | 760.952 $ | +315.277 $ | +70,7 % | |||||||||
| Redhawk Wealth Advisors, Inc. | 758.212 $ | +89.666 $ | +13,4 % | 668.546 $ | +35.033 $ | +5,5 % | 633.513 $ | -576.717 $ | -47,7 % | |||
| D'Orazio & Associates, Inc. | 757.850 $ | +28.195 $ | +3,9 % | 729.655 $ | +6.949 $ | +1,0 % | 722.706 $ | -40.956 $ | -5,4 % | |||
| MTM FINANCIAL GROUP, LLC | 756.857 $ | +212.177 $ | +39,0 % | 544.680 $ | +125.208 $ | +29,8 % | 419.472 $ | +93.315 $ | +28,6 % | |||
| 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 % | ||||||
| Heritage Wealth Management, Inc. | 738.632 $ | +136.968 $ | +22,8 % | 601.664 $ | +34.927 $ | +6,2 % | 566.737 $ | +126.850 $ | +28,8 % | |||
| Prosperity Consulting Group, LLC | 738.550 $ | +9.696 $ | +1,3 % | 728.854 $ | -7.436 $ | -1,0 % | 736.290 $ | +437 $ | +0,1 % | |||
| Betterment LLC | 731.000 $ | +97.000 $ | +15,3 % | 634.000 $ | +118.000 $ | +22,9 % | 516.000 $ | +259.000 $ | +100,8 % | |||
| Essex Financial Services, Inc. | 729.784 $ | +195.405 $ | +36,6 % | 534.379 $ | -17.237 $ | -3,1 % | 551.616 $ | +244.506 $ | +79,6 % | |||
| NORTHERN TRUST CORP | 533.650 $ | +20.653 $ | +4,0 % | 512.997 $ | -214.821 $ | -29,5 % | 727.818 $ | +258.734 $ | +55,2 % | |||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 550.265 $ | -134.592 $ | -19,7 % | 684.857 $ | -38.814 $ | -5,4 % | 723.671 $ | -44.230 $ | -5,8 % | |||
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 716.740 $ | +53.715 $ | +8,1 % | 663.025 $ | +89.047 $ | +15,5 % | 573.978 $ | -23.093.048 $ | -97,6 % | |||
| Balefire, LLC | 714.742 $ | +417.397 $ | +140,4 % | 297.345 $ | +16.001 $ | +5,7 % | 281.344 $ | -1.860 $ | -0,7 % | 283.204 $ | ||
| Soundwatch Capital LLC | 711.077 $ | +133.267 $ | +23,1 % | 577.810 $ | ||||||||
| Nuveen, LLC | 699.318 $ | |||||||||||
| PFW Advisors LLC | 690.862 $ | |||||||||||
| Sunflower Bank, N.A. | 461.791 $ | -141.793 $ | -23,5 % | 603.584 $ | -74.612 $ | -11,0 % | 678.196 $ | -544.269 $ | -44,5 % | |||
| Gallagher Fiduciary Advisors, LLC | 359.675 $ | -316.609 $ | -46,8 % | 676.284 $ | +18.693 $ | +2,8 % | 657.591 $ | +125.199 $ | +23,5 % | |||
| Lifestyle Asset Management, Inc. | 674.978 $ | +21.709 $ | +3,3 % | 653.269 $ | +55.399 $ | +9,3 % | 597.870 $ | +5.403 $ | +0,9 % | |||
| CoreCap Advisors, LLC | 673.600 $ | +106.664 $ | +18,8 % | 566.936 $ | +36.539 $ | +6,9 % | 530.397 $ | +30.021 $ | +6,0 % | 500.376 $ | +68.821 $ | +15,9 % |
| Barnes Wealth Management Group, Inc | 664.625 $ | +16.566 $ | +2,6 % | 648.059 $ | -1.733 $ | -0,3 % | 649.792 $ | -31.526 $ | -4,6 % | |||
| TWO SIGMA INVESTMENTS, LP | 663.255 $ | |||||||||||
| 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 % | |||
| Facet Wealth, Inc. | 651.764 $ | +8.675 $ | +1,3 % | |||||||||
| GENESIS PRIVATE WEALTH, LLC | 648.050 $ | +32.739 $ | +5,3 % | 615.311 $ | +2.755 $ | +0,4 % | 612.556 $ | +7.834 $ | +1,3 % | |||
| Vestmark Advisory Solutions, Inc. | 609.882 $ | -13.463 $ | -2,2 % | 623.345 $ | -23.823 $ | -3,7 % | 647.168 $ | |||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 609.814 $ | -17.493 $ | -2,8 % | 627.307 $ | -19.861 $ | -3,1 % | 647.168 $ | +9.745 $ | +1,5 % | |||
| Fortitude Advisory Group L.L.C. | 645.659 $ | +365.605 $ | +130,5 % | 280.054 $ | ||||||||
| Nicht ausgewiesen | 634.062 $ | -8.017 $ | -1,2 % | 642.079 $ | +5.619 $ | +0,9 % | 636.460 $ | +86.589 $ | +15,7 % | |||
| 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 % | |||
| DRIVE WEALTH MANAGEMENT, LLC | 577.200 $ | -22.130 $ | -3,7 % | 599.330 $ | +102.871 $ | +20,7 % | 496.459 $ | +149.920 $ | +43,3 % | |||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 548.847 $ | -36.486 $ | -6,2 % | 585.333 $ | -5.972 $ | -1,0 % | 591.305 $ | -59.102 $ | -9,1 % | |||
| 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 % | |||
| HAZLETT, BURT & WATSON, INC. | 573.000 $ | +51.000 $ | +9,8 % | 522.000 $ | +214.000 $ | +69,5 % | 308.000 $ | +30.000 $ | +10,8 % | |||
| CAP Partners, LLC | 566.892 $ | +12.532 $ | +2,3 % | 554.360 $ | -9.213 $ | -1,6 % | 563.573 $ | +30.013 $ | +5,6 % | |||
| 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 % | |||
| AlphaCore Capital LLC | 337.213 $ | -151.987 $ | -31,1 % | 489.200 $ | -72.652 $ | -12,9 % | 561.852 $ | +378.006 $ | +205,6 % | |||
| 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 % | |||
| Private Wealth Partners, LLC | 540.640 $ | +29.360 $ | +5,7 % | 511.280 $ | -20.160 $ | -3,8 % | 531.440 $ | +11.440 $ | +2,2 % | |||
| Mallini Complete Financial Planning LLC | 504.348 $ | -32.595 $ | -6,1 % | 536.943 $ | +7.049 $ | +1,3 % | 529.894 $ | -5.406 $ | -1,0 % | 535.300 $ | +318 $ | +0,1 % |
| EARNED WEALTH ADVISORS, LLC | 536.762 $ | +77.456 $ | +16,9 % | 459.306 $ | +18.307 $ | +4,2 % | 440.999 $ | |||||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 532.880 $ | -1.844.387 $ | -77,6 % | |||||||||
| Peck Wealth Management, LLC | 342.428 $ | -184.007 $ | -35,0 % | 526.435 $ | -3.910 $ | -0,7 % | 530.345 $ | +249.647 $ | +88,9 % | |||
| Vawter Financial, Ltd. | 332.854 $ | -170.595 $ | -33,9 % | 503.449 $ | -25.236 $ | -4,8 % | 528.685 $ | +315 $ | +0,1 % | |||
| Clearstead Trust, LLC | 527.530 $ | +87.893 $ | +20,0 % | 439.637 $ | -17.335 $ | -3,8 % | 456.972 $ | +24.267 $ | +5,6 % | |||
| BLAIR WILLIAM & CO/IL | 367.681 $ | +55.025 $ | +17,6 % | 312.656 $ | -209.553 $ | -40,1 % | 522.209 $ | +65.455 $ | +14,3 % | |||
| 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 % | |||
| 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 % | |||
| BlueChip Wealth Advisors LLC | 506.550 $ | |||||||||||
| BANK OF MONTREAL /CAN/ | 491.900 $ | +46.990 $ | +10,6 % | 444.910 $ | -8.675 $ | -1,9 % | 453.585 $ | +324.938 $ | +252,6 % | |||
| ROMAN BUTLER FULLERTON & CO | 491.356 $ | +142.138 $ | +40,7 % | 349.218 $ | +13.081 $ | +3,9 % | 336.137 $ | +54.524 $ | +19,4 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 392.880 $ | -96.272 $ | -19,7 % | 489.152 $ | ||||||||
| Athena Wealth Management, LLC | 287.285 $ | +2.754 $ | +1,0 % | 284.531 $ | -18.633 $ | -6,1 % | 303.164 $ | -184.669 $ | -37,9 % | 487.833 $ | ||
| SMITH, MOORE & CO. | 312.838 $ | +45.144 $ | +16,9 % | 267.694 $ | -220.069 $ | -45,1 % | 487.763 $ | -62.686 $ | -11,4 % | |||
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 284.377 $ | +38.476 $ | +15,6 % | 245.901 $ | -239.409 $ | -49,3 % | 485.310 $ | +4.741 $ | +1,0 % | |||
| 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 % | |||
| QUADRANT CAPITAL GROUP LLC | 436.241 $ | -40.608 $ | -8,5 % | 476.849 $ | +41.943 $ | +9,6 % | 434.906 $ | +258 $ | +0,1 % | |||
| BLVD Private Wealth, LLC | 454.746 $ | +24.696 $ | +5,7 % | 430.050 $ | -44.393 $ | -9,4 % | 474.443 $ | -18.842 $ | -3,8 % | |||
| Privatperson | 463.299 $ | -7.043 $ | -1,5 % | 470.342 $ | ||||||||
| Mason & Associates Inc | 361.677 $ | -106.055 $ | -22,7 % | 467.732 $ | +5.707 $ | +1,2 % | 462.025 $ | -230.322 $ | -33,3 % | |||
| GTS SECURITIES LLC | 467.118 $ | -455.265 $ | -49,4 % | |||||||||
| LeClair Wealth Partners LLC | 464.945 $ | |||||||||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 457.100 $ | |||||||||||
| NICOLET BANKSHARES INC | 455.692 $ | +5.982 $ | +1,3 % | 449.710 $ | ||||||||
| KFA Private Wealth Group, LLC | 452.348 $ | +174.683 $ | +62,9 % | 277.665 $ | +3.727 $ | +1,4 % | 273.938 $ | -20.338 $ | -6,9 % | 294.276 $ | +12.401 $ | +4,4 % |
| Modus Advisors, LLC | 452.096 $ | +28.544 $ | +6,7 % | 423.552 $ | ||||||||
| EWA, LLC | 420.813 $ | -8.677 $ | -2,0 % | 429.490 $ | -16.455 $ | -3,7 % | 445.945 $ | +10.438 $ | +2,4 % | |||
| Global Financial Private Client, LLC | 440.192 $ | +5.779 $ | +1,3 % | 434.413 $ | -9.482 $ | -2,1 % | 443.895 $ | -3.067 $ | -0,7 % | |||
| PDS Planning, Inc | 390.315 $ | -6.679 $ | -1,7 % | 396.994 $ | -39.379 $ | -9,0 % | 436.373 $ | +4.190 $ | +1,0 % | |||
| D.A. DAVIDSON & CO. | 436.140 $ | +55.716 $ | +14,6 % | 380.424 $ | +43.791 $ | +13,0 % | 336.633 $ | +98.465 $ | +41,3 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Thayer Partners, LLC / MA | 421.429 $ | +22.886 $ | +5,7 % | 398.543 $ | ||||||||
| Concorde Asset Management, LLC | 420.867 $ | +10.496 $ | +2,6 % | |||||||||
| First Heartland Consultants, Inc. | 418.406 $ | +28.426 $ | +7,3 % | 389.980 $ | +107.708 $ | +38,2 % | 282.272 $ | +32.868 $ | +13,2 % | 249.404 $ | +32.949 $ | +15,2 % |
| 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 % | |||
| 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 $ | ||||||||
| LUTS & GREENLEIGH GROUP, INC. | 399.123 $ | +57.594 $ | +16,9 % | 341.529 $ | +27.097 $ | +8,6 % | 314.432 $ | +30.519 $ | +10,7 % | |||
| Lewis Asset Management, LLC | 398.890 $ | +27.267 $ | +7,3 % | 371.623 $ | +4.602 $ | +1,3 % | 367.021 $ | +14.278 $ | +4,0 % | |||
| 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 % | |||
| Kintra Investments, LLC | 394.998 $ | -18.012.962 $ | -97,9 % | |||||||||
| LM Advisors LLC | 393.000 $ | +385.232 $ | +4.959,2 % | 7.768 $ | -224.232 $ | -96,7 % | ||||||
| W.H. Cornerstone Investments Inc. | 387.783 $ | +6.501 $ | +1,7 % | 381.282 $ | -3.508 $ | -0,9 % | 384.790 $ | +613 $ | +0,2 % | |||
| 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 % | |||
| Trust Co | 379.158 $ | +150.662 $ | +65,9 % | 228.496 $ | +7.037 $ | +3,2 % | 221.459 $ | +79.442 $ | +55,9 % | 142.017 $ | ||
| E6 Portfolios, LLC | 377.029 $ | |||||||||||
| Meridian Financial Advisors, LLC | 374.442 $ | +29.911 $ | +8,7 % | 344.531 $ | -3.515 $ | -1,0 % | 348.046 $ | +48.355 $ | +16,1 % | |||
| Lionshead Wealth Management, LLC | 372.251 $ | +5.377 $ | +1,5 % | 366.874 $ | +16.818 $ | +4,8 % | 350.056 $ | +42.276 $ | +13,7 % | |||
| ADAPT WEALTH ADVISORS, LLC | 371.622 $ | +20.181 $ | +5,7 % | 351.441 $ | -13.858 $ | -3,8 % | 365.299 $ | +7.864 $ | +2,2 % | |||
| 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 % | |||
| U.S. Capital Wealth Advisors, LLC | 235.003 $ | -130.062 $ | -35,6 % | 365.065 $ | -70.592 $ | -16,2 % | ||||||
| HRT FINANCIAL LP | 362.000 $ | -629.000 $ | -63,5 % | |||||||||
| Dynamic Financial Group | 360.029 $ | |||||||||||
| Resurgent Financial Advisors LLC | 357.769 $ | +47.102 $ | +15,2 % | 310.667 $ | -4.012 $ | -1,3 % | 314.679 $ | -688.937 $ | -68,6 % | |||
| 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 $ | ||||||||
| Hobart Private Capital, LLC | 229.010 $ | -115.883 $ | -33,6 % | 344.893 $ | -85.198 $ | -19,8 % | ||||||
| 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 % | |||
| World Investment Advisors | 287.846 $ | +0 $ | +0,0 % | 287.846 $ | -52.645 $ | -15,5 % | 340.491 $ | -13.691 $ | -3,9 % | |||
| Whipplewood Advisors, LLC | 79.407 $ | -253.053 $ | -76,1 % | 332.460 $ | -6.134 $ | -1,8 % | 338.594 $ | +75.994 $ | +28,9 % | |||
| Keystone Financial Group | 294.823 $ | -40.247 $ | -12,0 % | 335.070 $ | ||||||||
| SeaCrest Wealth Management, LLC | 332.050 $ | +120.082 $ | +56,7 % | 211.968 $ | ||||||||
| Legacy CG, LLC | 331.818 $ | +18.020 $ | +5,7 % | 313.798 $ | -12.373 $ | -3,8 % | 326.171 $ | -15.982.524 $ | -98,0 % | |||
| Bowman & Co S.C. | 330.892 $ | +63.692 $ | +23,8 % | |||||||||
| True North Advisors, LLC | 329.416 $ | +77.359 $ | +30,7 % | |||||||||
| Lantern Wealth Advisors, LLC | 328.490 $ | +24.737 $ | +8,1 % | 303.753 $ | -3.611 $ | -1,2 % | 307.364 $ | -86.590 $ | -22,0 % | |||
| BRASADA CAPITAL MANAGEMENT, LP | 207.857 $ | -54.335 $ | -20,7 % | 262.192 $ | -65.439 $ | -20,0 % | 327.631 $ | -18.652 $ | -5,4 % | |||
| Embree Financial Group | 327.404 $ | |||||||||||
| Paladin Wealth, LLC | 320.060 $ | -1.144.585 $ | -78,1 % | |||||||||
| Vienna Asset Management LLC | 257.632 $ | -62.394 $ | -19,5 % | 320.026 $ | -161.620 $ | -33,6 % | ||||||
| Comprehensive Financial Planning, Inc./PA | 19.453 $ | +142 $ | +0,7 % | 19.311 $ | -300.253 $ | -94,0 % | 319.564 $ | -141.669 $ | -30,7 % | |||
| Teamwork Financial Advisors, LLC | 318.831 $ | +5.200 $ | +1,7 % | 313.631 $ | -2.211 $ | -0,7 % | 315.842 $ | +1.186 $ | +0,4 % | |||
| FIRST HORIZON CORP | 318.655 $ | +270.555 $ | +562,5 % | |||||||||
| GWN SECURITIES INC. | 221.215 $ | -19.949 $ | -8,3 % | 241.164 $ | -77.390 $ | -24,3 % | 318.554 $ | +21.876 $ | +7,4 % | |||
| Sowell Financial Services LLC | 317.738 $ | +44.715 $ | +16,4 % | 273.023 $ | ||||||||
| WETZEL INVESTMENT ADVISORS, INC. | 275.257 $ | -31.460 $ | -10,3 % | 306.717 $ | -10.671 $ | -3,4 % | 317.388 $ | -9.740 $ | -3,0 % | |||
| 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 % | |||
| Accurate Wealth Management, LLC | 313.122 $ | |||||||||||
| Perennial Investment Advisors, LLC | 311.207 $ | +85.604 $ | +37,9 % | 225.603 $ | -8.896 $ | -3,8 % | 234.499 $ | +5.049 $ | +2,2 % | |||
| 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 % | |||
| 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 % | |||
| 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 $ | |||||
| NESTEGG ADVISORS, INC. | 301.976 $ | +43.576 $ | +16,9 % | 258.400 $ | +9.249 $ | +3,7 % | 249.151 $ | +3.677 $ | +1,5 % | |||
| Leading Edge Financial Planning LLC | 299.929 $ | +6.776 $ | +2,3 % | 293.153 $ | ||||||||
| B. Riley Wealth Advisors, Inc. | 297.585 $ | |||||||||||
| Goodwin Investment Advisory | 295.541 $ | +2.792 $ | +1,0 % | 292.749 $ | +174 $ | +0,1 % | ||||||
| BOURGEON CAPITAL MANAGEMENT LLC | 294.935 $ | |||||||||||
| CENTAURUS FINANCIAL, INC. | 291.000 $ | +15.000 $ | +5,4 % | 276.000 $ | +152.000 $ | +122,6 % | 124.000 $ | -101.000 $ | -44,9 % | |||
| Stone House Investment Management, LLC | 290.974 $ | +50.936 $ | +21,2 % | 240.038 $ | +10.974 $ | +4,8 % | 229.064 $ | +3.951 $ | +1,8 % | |||
| Gryphon Financial Partners LLC | 271.765 $ | -12.429 $ | -4,4 % | 284.194 $ | -6.686 $ | -2,3 % | 290.880 $ | -4.875 $ | -1,6 % | |||
| Root Financial Partners, LLC | 134.273 $ | -156.603 $ | -53,8 % | 290.876 $ | +212.876 $ | +272,9 % | ||||||
| Signature Wealth Management Group | 289.536 $ | |||||||||||
| OMNI 360 Wealth, Inc. | 288.842 $ | +22.699 $ | +8,5 % | 266.143 $ | +2.891 $ | +1,1 % | ||||||
| SEAVIEW INVESTMENT MANAGERS LLC | 284.706 $ | -2.125 $ | -0,7 % | 286.831 $ | +68.947 $ | +31,6 % | 217.884 $ | -51.474 $ | -19,1 % | |||
| 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 % | ||||||
| Fortis Advisors, LLC | 278.957 $ | +15.236 $ | +5,8 % | 263.721 $ | -10.217 $ | -3,7 % | 273.938 $ | +6.409 $ | +2,4 % | |||
| SAGE FINANCIAL GROUP INC | 278.787 $ | +15.011 $ | +5,7 % | 263.776 $ | -4.854 $ | -1,8 % | 268.630 $ | -1.820 $ | -0,7 % | |||
| 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 % | |||
| Allred Capital Management, LLC | 273.929 $ | +21.102 $ | +8,3 % | 252.827 $ | +28.270 $ | +12,6 % | 224.557 $ | +11.850 $ | +5,6 % | |||
| Roberts Wealth Advisors, LLC | 272.980 $ | +53.573 $ | +24,4 % | 219.407 $ | ||||||||
| Stone Summit Wealth LLC | 266.243 $ | +3.496 $ | +1,3 % | 262.747 $ | -8.741 $ | -3,2 % | 271.488 $ | -1.858 $ | -0,7 % | |||
| 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 % | |||
| 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 $ | |||||||||||
| 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 $ | ||||||||
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 253.724 $ | +3.962 $ | +1,6 % | 249.762 $ | -1.933 $ | -0,8 % | 251.695 $ | |||||
| Wescott Financial Advisory Group, LLC | 248.640 $ | +3.701 $ | +1,5 % | 244.939 $ | -1.225 $ | -0,5 % | 246.164 $ | +1.203 $ | +0,5 % | |||
| Financial Futures Ltd Liability Co. | 246.386 $ | |||||||||||
| BOKF, NA | 156.619 $ | -88.508 $ | -36,1 % | 245.127 $ | +87.004 $ | +55,0 % | ||||||
| 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 % | ||||||
| Castle Rock Wealth Management, LLC | 241.048 $ | +9.349 $ | +4,0 % | 231.699 $ | +8.398 $ | +3,8 % | 223.301 $ | -8.750 $ | -3,8 % | 232.051 $ | +13.254 $ | +6,1 % |
| Pasadena Private Wealth, LLC | 240.652 $ | +20.738 $ | +9,4 % | 219.914 $ | -8.672 $ | -3,8 % | 228.586 $ | -112.079 $ | -32,9 % | |||
| 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 % | |||
| Stonehearth Capital Management, LLC | 237.411 $ | +16.375 $ | +7,4 % | 221.036 $ | +5.234 $ | +2,4 % | 215.802 $ | |||||
| ENTREWEALTH, LLC | 237.251 $ | |||||||||||
| Chicago Partners Investment Group LLC | 236.329 $ | -888 $ | -0,4 % | 237.217 $ | +0 $ | +0,0 % | ||||||
| Oakworth Capital, Inc. | 133.625 $ | +7.275 $ | +5,8 % | 126.350 $ | -110.141 $ | -46,6 % | 236.491 $ | -88.899 $ | -27,3 % | |||
| Independence Asset Advisors, LLC | 235.546 $ | |||||||||||
| Claro Advisors Inc. | 233.151 $ | +12.661 $ | +5,7 % | 220.490 $ | -8.694 $ | -3,8 % | 229.184 $ | +4.934 $ | +2,2 % | |||
| CORA CAPITAL ADVISORS LLC | 233.151 $ | |||||||||||
| Signature Wealth Management Partners, LLC | 231.899 $ | +3.045 $ | +1,3 % | 228.854 $ | -2.335 $ | -1,0 % | 231.189 $ | +137 $ | +0,1 % | |||
| SUMMIT WEALTH GROUP LLC / CO | 231.341 $ | +3.037 $ | +1,3 % | 228.304 $ | -2.330 $ | -1,0 % | 230.634 $ | |||||
| FRANKLIN TEMPLETON INC | 227.773 $ | +2.018 $ | +0,9 % | 225.755 $ | +177.426 $ | +367,1 % | 48.329 $ | +7.246 $ | +17,6 % | |||
| TFB Advisors LLC | 226.897 $ | |||||||||||
| Atlas Brown,Inc. | 220.685 $ | |||||||||||
| 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 % | |||
| C M BIDWELL & ASSOCIATES LTD | 219.843 $ | +2.886 $ | +1,3 % | 216.957 $ | -2.213 $ | -1,0 % | 219.170 $ | +17.038 $ | +8,4 % | |||
| 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 % | |||
| TITLEIST ASSET MANAGEMENT, LLC | 217.016 $ | |||||||||||
| PUREfi Wealth, LLC | 216.948 $ | |||||||||||
| PROSPERITY BANCSHARES INC | 214.229 $ | +12.273 $ | +6,1 % | 201.956 $ | ||||||||
| GENTRY PRIVATE WEALTH, LLC | 212.194 $ | -62.565 $ | -22,8 % | |||||||||
| TCFG WEALTH MANAGEMENT, LLC | 203.484 $ | -7.443 $ | -3,5 % | 210.927 $ | +6.381 $ | +3,1 % | ||||||
| Navigate Wealth Management, LLC | 209.577 $ | -1.169 $ | -0,6 % | 210.746 $ | ||||||||
| Sivia Capital Partners, LLC | 210.232 $ | +125 $ | +0,1 % | |||||||||
| 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 $ | |||||||||||
| CWA Asset Management Group, LLC | 200.442 $ | |||||||||||
| Vanguard National Trust Co | 196.896 $ | +2.585 $ | +1,3 % | 194.311 $ | ||||||||
| Triumph Capital Management | 87.784 $ | -62.849 $ | -41,7 % | 150.633 $ | -29.996 $ | -16,6 % | 180.629 $ | -20.444 $ | -10,2 % | |||
| 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 % | |||
| Privatperson | 156.000 $ | -9.000 $ | -5,5 % | 165.000 $ | +56.000 $ | +51,4 % | 109.000 $ | -1.000 $ | -0,9 % | |||
| Glass Jacobson Investment Advisors llc | 163.863 $ | +23.646 $ | +16,9 % | 140.217 $ | +5.019 $ | +3,7 % | 135.198 $ | +1.995 $ | +1,5 % | |||
| 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 % | |||
| 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 % | |||
| Cranbrook Wealth Management, LLC | 149.935 $ | +89 $ | +0,1 % | |||||||||
| Greenline Wealth Management LLC | 144.501 $ | |||||||||||
| Financial Network Wealth Advisors LLC | 112.882 $ | -7.842 $ | -6,5 % | 120.724 $ | -18.892 $ | -13,5 % | 139.616 $ | -5.675 $ | -3,9 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 136.000 $ | |||||||||||
| 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 % | |||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 116.967 $ | +10.663 $ | +10,0 % | 106.304 $ | +9.416 $ | +9,7 % | 96.888 $ | +62.610 $ | +182,7 % | 34.278 $ | ||
| Cassaday & Co Wealth Management LLC | 90.785 $ | -18.096 $ | -16,6 % | 108.881 $ | ||||||||
| Smartleaf Asset Management LLC | 104.817 $ | +4.443 $ | +4,4 % | 100.374 $ | +64.030 $ | +176,2 % | 36.344 $ | +25.137 $ | +224,3 % | |||
| MB, LEVIS & ASSOCIATES, LLC | 103.802 $ | +2.209 $ | +2,2 % | 101.593 $ | -212 $ | -0,2 % | 101.805 $ | +10.281 $ | +11,2 % | |||
| Capital Advisors, Ltd. LLC | 102.000 $ | +6.000 $ | +6,3 % | 96.000 $ | -4.000 $ | -4,0 % | 100.000 $ | +2.000 $ | +2,0 % | |||
| Center for Financial Planning, Inc. | 95.431 $ | +13.771 $ | +16,9 % | 81.660 $ | +2.923 $ | +3,7 % | 78.737 $ | +1.162 $ | +1,5 % | |||
| Reyes Financial Architecture, Inc. | 90.800 $ | +5.068 $ | +5,9 % | 85.732 $ | -3.284 $ | -3,7 % | 89.016 $ | +1.916 $ | +2,2 % | |||
| Sunbelt Securities, Inc. | 84.207 $ | -5.522 $ | -6,2 % | 89.729 $ | -3.310 $ | -3,6 % | ||||||
| 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 % | |||
| GODSEY & GIBB, INC | 81.636 $ | +8.185 $ | +11,1 % | 73.451 $ | +1.385 $ | +1,9 % | 72.066 $ | |||||
| Dunhill Financial, LLC | 37.094 $ | -6.339 $ | -14,6 % | 43.433 $ | -36.616 $ | -45,7 % | 80.049 $ | -90.416 $ | -53,0 % | |||
| BROWN, LISLE/CUMMINGS, INC. | 75.324 $ | |||||||||||
| WFA of San Diego, LLC | 73.117 $ | -1.345 $ | -1,8 % | 74.462 $ | -505 $ | -0,7 % | ||||||
| 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 $ | |||||
| Blue Trust, Inc. | 10.069 $ | +2.464 $ | +32,4 % | 7.605 $ | -60.698 $ | -88,9 % | 68.303 $ | -875.497 $ | -92,8 % | |||
| Salomon & Ludwin, LLC | 67.793 $ | |||||||||||
| 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 % | |||||||||
| 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 % | |||
| HHM Wealth Advisors, LLC | 45.977 $ | +28 $ | +0,1 % | 45.949 $ | +31.046 $ | +208,3 % | 14.903 $ | -101 $ | -0,7 % | |||
| Pinnacle Wealth Planning Services, Inc. | 21.579 $ | +283 $ | +1,3 % | 21.296 $ | -23.144 $ | -52,1 % | 44.440 $ | |||||
| GAMMA Investing LLC | 44.188 $ | +4.559 $ | +11,5 % | 39.629 $ | +23.418 $ | +144,5 % | 16.211 $ | -22.862 $ | -58,5 % | 39.073 $ | +5.536 $ | +16,5 % |
| Archer Investment Corp | 43.765 $ | -13.917 $ | -24,1 % | |||||||||
| Markowski Investments | 43.520 $ | |||||||||||
| High Note Wealth, LLC | 39.752 $ | -1.567 $ | -3,8 % | 41.319 $ | ||||||||
| Privatperson | 40.000 $ | +6.000 $ | +17,6 % | 34.000 $ | +1.000 $ | +3,0 % | 33.000 $ | +0 $ | +0,0 % | |||
| Goodman Advisory Group, LLC | 36.393 $ | -371 $ | -1,0 % | 36.764 $ | +22 $ | +0,1 % | ||||||
| Wellington Grp LLC | 31.244 $ | |||||||||||
| Your Advocates Ltd., LLP | 28.568 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 28.533 $ | +17 $ | +0,1 % | |||||||||
| VISION FINANCIAL MARKETS LLC | 26.615 $ | +1.489 $ | +5,9 % | 25.126 $ | -2.100 $ | -7,7 % | 27.226 $ | +637 $ | +2,4 % | |||
| ST GERMAIN D J CO INC | 25.328 $ | +333 $ | +1,3 % | 24.995 $ | -255 $ | -1,0 % | 25.250 $ | +15 $ | +0,1 % | |||
| SJS Investment Consulting Inc. | 23.409 $ | |||||||||||
| AMERIFLEX GROUP, INC. | 22.902 $ | +9.242 $ | +67,7 % | 13.660 $ | ||||||||
| DecisionPoint Financial, LLC | 21.219 $ | +223 $ | +1,1 % | 20.996 $ | ||||||||
| Anfield Capital Management, LLC | 20.371 $ | -803 $ | -3,8 % | 21.174 $ | +456 $ | +2,2 % | ||||||
| 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 $ | ||||||||
| Strategic Investment Solutions, Inc. /IL | 16.854 $ | +2.432 $ | +16,9 % | 14.422 $ | +516 $ | +3,7 % | 13.906 $ | +205 $ | +1,5 % | |||
| LFA - Lugano Financial Advisors SA | 15.956 $ | |||||||||||
| MidAtlantic Capital Management, Inc. | 15.876 $ | |||||||||||
| Fourth Dimension Wealth, LLC | 15.689 $ | +250 $ | +1,6 % | 15.439 $ | -116 $ | -0,7 % | 15.555 $ | -1.361 $ | -8,0 % | |||
| Basepoint Wealth LLC | 15.331 $ | -111 $ | -0,7 % | 15.442 $ | ||||||||
| Abound Wealth Management | 3.434 $ | -11.857 $ | -77,5 % | 15.291 $ | ||||||||
| Westside Investment Management, Inc. | 14.650 $ | |||||||||||
| CX Institutional | 14.000 $ | |||||||||||
| Cape Investment Advisory, Inc. | 11.998 $ | +4.221 $ | +54,3 % | 7.777 $ | -6.052 $ | -43,8 % | ||||||
| MCF Advisors LLC | 11.827 $ | +642 $ | +5,7 % | 11.185 $ | -441 $ | -3,8 % | 11.626 $ | |||||
| Costello Asset Management, INC | 2.418 $ | -8.422 $ | -77,7 % | 10.840 $ | -54 $ | -0,5 % | 10.894 $ | +3.539 $ | +48,1 % | |||
| STEPH & CO | 10.865 $ | |||||||||||
| Colonial Trust Co / SC | 10.688 $ | +140 $ | +1,3 % | 10.548 $ | -108 $ | -1,0 % | 10.656 $ | |||||
| TUCKER ASSET MANAGEMENT LLC | 10.638 $ | +8.739 $ | +460,2 % | 1.899 $ | -13 $ | -0,7 % | ||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 10.226 $ | +8.931 $ | +689,7 % | 1.295 $ | -1.127 $ | -46,5 % | 2.422 $ | +1 $ | +0,0 % | |||
| LANARK FINANCIAL, INC. | 9.861 $ | +130 $ | +1,3 % | 9.731 $ | -100 $ | -1,0 % | 9.831 $ | |||||
| 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 % | ||||||
| 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 % | ||||||
| Cornerstone Planning Group LLC | 5.146 $ | |||||||||||
| TopTier Wealth Management, LLC | 4.807 $ | |||||||||||
| Lummis Asset Management, LP | 4.318 $ | -122 $ | -2,7 % | 4.440 $ | ||||||||
| Imprint Wealth LLC | 4.306 $ | +57 $ | +1,3 % | 4.249 $ | -44 $ | -1,0 % | 4.293 $ | -58.795 $ | -93,2 % | |||
| 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 $ | |||||||||||
| Nicht ausgewiesen | 3.056 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 2.974 $ | -250.981 $ | -98,8 % | |||||||||
| 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 % | |||
| Investment Research & Advisory Group, Inc. | 1.284 $ | +70 $ | +5,8 % | 1.214 $ | -48 $ | -3,8 % | 1.262 $ | |||||
| CULLEN/FROST BANKERS, INC. | 1.160 $ | +12 $ | +1,0 % | 1.148 $ | -21 $ | -1,8 % | 1.169 $ | -8.049 $ | -87,3 % | |||
| DHJJ Financial Advisors, Ltd. | 1.014 $ | +55 $ | +5,7 % | 959 $ | -38 $ | -3,8 % | 997 $ | +22 $ | +2,3 % | |||
| FARMERS & MERCHANTS INVESTMENTS INC | 1.014 $ | +958 $ | +1.710,7 % | |||||||||
| Roble, Belko & Company, Inc | 1.000 $ | +0 $ | +0,0 % | |||||||||
| McIlrath & Eck, LLC | 998 $ | +26 $ | +2,7 % | |||||||||
| Silver Grove Financial Group, Inc. | 967 $ | |||||||||||
| Virtus Fixed Income Advisers, LLC | 524 $ | -222 $ | -29,8 % | 746 $ | -21 $ | -2,7 % | 767 $ | +0 $ | +0,0 % | |||
| BIRCHBROOK, INC. | 343 $ | +19 $ | +5,9 % | 324 $ | -12 $ | -3,6 % | 336 $ | +8 $ | +2,4 % | |||
| Russell Investments Group, Ltd. | 25 $ | +0 $ | +0,0 % | 25 $ | ||||||||
| 319.288.667 $ | +1.307.115 $ | +12,9 % | 12.101.681.328 $ | +1.027.188.076 $ | +208,4 % | 11.168.900.376 $ | +867.182.560 $ | +270,0 % | 10.126.894.071 $ | +833.761.663 $ | +366,1 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register 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 Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.