| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 25.239.253.438 $ | +127.981.298 $ | +97,6 % | 24.882.000.829 $ | +1.275.425.802 $ | +2.652,5 % | 23.696.081.318 $ | +425.100.207 $ | +120,4 % | 25.080.461.445 $ | +3.814.905.903 $ | +11.404,9 % | |
| BANK OF AMERICA CORP /DE/ | 2.616.596.547 $ | +141.535.233 $ | +5,7 % | 2.475.061.314 $ | +110.853.108 $ | +4,7 % | 2.364.208.206 $ | -234.742.957 $ | -9,0 % | 2.598.951.163 $ | +33.132.834 $ | +1,3 % |
| MORGAN STANLEY | 2.483.025.647 $ | +126.612.322 $ | +5,4 % | 2.356.413.325 $ | +140.346.896 $ | +6,3 % | 2.216.066.429 $ | +92.606.987 $ | +4,4 % | 2.123.459.442 $ | +141.821.242 $ | +7,2 % |
| ALLIANZ SE | 1.680.162.395 $ | -339.781.994 $ | -16,8 % | 2.019.944.389 $ | +686.613.506 $ | +51,5 % | 1.333.330.883 $ | |||||
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.403.331.722 $ | +225.379.305 $ | +19,1 % | 1.177.952.417 $ | +2.763.486 $ | +0,2 % | 1.175.188.931 $ | +7.679.003 $ | +0,7 % | 1.167.509.928 $ | +624.819.621 $ | +115,1 % |
| Allianz Investment Management U.S. LLC | 1.316.386.799 $ | +366.828.924 $ | +38,6 % | |||||||||
| Corebridge Financial, Inc. | 1.105.988.857 $ | +1.055.949.357 $ | +2.110,2 % | |||||||||
| LPL Financial LLC | 855.899.702 $ | +7.632.572 $ | +0,9 % | 848.267.130 $ | +48.280.681 $ | +6,0 % | 799.986.449 $ | +40.531.706 $ | +5,3 % | 759.454.743 $ | +107.855.791 $ | +16,6 % |
| BARINGS LLC | 247.864.296 $ | -402.370.899 $ | -61,9 % | 650.235.195 $ | +346.755.195 $ | +114,3 % | 303.480.000 $ | -1.200.000 $ | -0,4 % | 304.680.000 $ | ||
| Focus Partners Wealth | 643.379.101 $ | +1.960.952 $ | +0,3 % | 641.418.149 $ | +55.458.560 $ | +9,5 % | 585.959.589 $ | +584.295.417 $ | +35.110,3 % | 1.664.172 $ | -131.311 $ | -7,3 % |
| Nuveen, LLC | 5.044.661 $ | -596.850.679 $ | -99,2 % | 601.895.340 $ | +385.801.840 $ | +178,5 % | ||||||
| RAYMOND JAMES FINANCIAL INC | 570.167.406 $ | +17.756.245 $ | +3,2 % | 552.411.161 $ | +6.132.996 $ | +1,1 % | 546.278.165 $ | +13.071.062 $ | +2,5 % | 533.207.103 $ | +49.759.174 $ | +10,3 % |
| NorthCoast Asset Management LLC | 557.502.287 $ | +20.480.601 $ | +3,8 % | |||||||||
| UBS Group AG | 543.068.469 $ | +36.814.741 $ | +7,3 % | 506.253.728 $ | +30.819.962 $ | +6,5 % | 475.433.766 $ | +20.683.766 $ | +4,5 % | 454.750.000 $ | +14.600.359 $ | +3,3 % |
| ENVESTNET ASSET MANAGEMENT INC | 473.545.197 $ | +32.586.270 $ | +7,4 % | 440.958.927 $ | -57.174.170 $ | -11,5 % | 498.133.097 $ | -29.976.870 $ | -5,7 % | 528.109.967 $ | +46.991.541 $ | +9,8 % |
| WELLS FARGO & COMPANY/MN | 478.920.341 $ | +44.537.605 $ | +10,3 % | 434.382.736 $ | -33.841.034 $ | -7,2 % | 468.223.770 $ | -30.196.753 $ | -6,1 % | 498.420.523 $ | +38.327.952 $ | +8,3 % |
| OSAIC HOLDINGS, INC. | 416.469.325 $ | +19.464.440 $ | +4,9 % | 397.004.885 $ | +7.071.215 $ | +1,8 % | 389.933.670 $ | -23.428.186 $ | -5,7 % | 413.361.856 $ | +256.125.212 $ | +162,9 % |
| Richard Bernstein Advisors LLC | 2.317.260 $ | -403.755.314 $ | -99,4 % | 406.072.574 $ | -3.673.808 $ | -0,9 % | 409.746.382 $ | -53.156.121 $ | -11,5 % | |||
| ROYAL BANK OF CANADA | 370.655.000 $ | +16.790.000 $ | +4,7 % | 353.865.000 $ | +10.717.000 $ | +3,1 % | 343.148.000 $ | +32.484.000 $ | +10,5 % | 310.664.000 $ | -167.698.000 $ | -35,1 % |
| AMERIPRISE FINANCIAL INC | 351.815.001 $ | +37.513.745 $ | +11,9 % | 314.301.256 $ | +111.244.095 $ | +54,8 % | 203.057.161 $ | +119.994.877 $ | +144,5 % | 83.062.284 $ | +80.889.420 $ | +3.722,7 % |
| Cetera Investment Advisers | 325.183.332 $ | +19.156.823 $ | +6,3 % | 306.026.509 $ | +30.228.017 $ | +11,0 % | 275.798.492 $ | +22.112.320 $ | +8,7 % | 253.686.172 $ | +28.364.725 $ | +12,6 % |
| Sage Mountain Advisors LLC | 314.798.754 $ | +26.681.561 $ | +9,3 % | 288.117.193 $ | +12.914.018 $ | +4,7 % | 275.203.175 $ | +64.923.005 $ | +30,9 % | 210.280.170 $ | -6.536.396 $ | -3,0 % |
| Cambridge Investment Research Advisors, Inc. | 299.406.000 $ | +154.064.000 $ | +106,0 % | 145.342.000 $ | +7.578.000 $ | +5,5 % | 137.764.000 $ | +5.112.000 $ | +3,9 % | 132.652.000 $ | +10.976.000 $ | +9,0 % |
| JPMORGAN CHASE & CO | 24.412.577 $ | +10.247.965 $ | +72,3 % | 14.164.612 $ | +4.562.214 $ | +47,5 % | 9.602.398 $ | -284.474.580 $ | -96,7 % | 294.076.978 $ | +251.387.697 $ | +588,9 % |
| Haverford Trust Co | 288.051.306 $ | +22.206.266 $ | +8,4 % | 265.845.040 $ | +28.132.478 $ | +11,8 % | 237.712.562 $ | +23.108.618 $ | +10,8 % | 214.603.944 $ | +59.338.727 $ | +38,2 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 253.282.146 $ | +16.651.599 $ | +7,0 % | 236.630.547 $ | +8.823.912 $ | +3,9 % | 227.806.635 $ | -6.226.629 $ | -2,7 % | 234.033.264 $ | +13.384.358 $ | +6,1 % |
| Modern Wealth Management, LLC | 229.280.701 $ | +16.882.690 $ | +7,9 % | 212.398.011 $ | +18.602.893 $ | +9,6 % | 193.795.118 $ | +40.065.577 $ | +26,1 % | |||
| HighTower Advisors, LLC | 209.514.387 $ | -5.459.844 $ | -2,5 % | 214.974.231 $ | +4.227.442 $ | +2,0 % | 210.746.789 $ | +1.798.153 $ | +0,9 % | 208.948.636 $ | -8.755.428 $ | -4,0 % |
| GOLDMAN SACHS GROUP INC | 29.393.770 $ | +12.139.820 $ | +70,4 % | 17.253.950 $ | -195.928.633 $ | -91,9 % | 213.182.583 $ | +3.438.142 $ | +1,6 % | 209.744.441 $ | +200.960.732 $ | +2.287,9 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 119.258.771 $ | +5.297.101 $ | +4,6 % | 113.961.670 $ | -96.795.016 $ | -45,9 % | 210.756.686 $ | +64.307 $ | +0,0 % | 210.692.379 $ | -53.408.042 $ | -20,2 % |
| Gradient Investments LLC | 187.905.109 $ | +10.983.916 $ | +6,2 % | 176.921.193 $ | +11.579.950 $ | +7,0 % | 165.341.243 $ | +8.535.777 $ | +5,4 % | 156.805.466 $ | +12.151.883 $ | +8,4 % |
| MIDLAND WEALTH ADVISORS, LLC | 185.232.461 $ | +5.209.325 $ | +2,9 % | 180.023.136 $ | +7.525.711 $ | +4,4 % | 172.497.425 $ | +1.642.174 $ | +1,0 % | 170.855.251 $ | -5.120.171 $ | -2,9 % |
| SIGNATUREFD, LLC | 181.195.246 $ | +6.512.727 $ | +3,7 % | 174.682.519 $ | +5.935.442 $ | +3,5 % | 168.747.077 $ | +3.897.581 $ | +2,4 % | 164.849.496 $ | +6.887.764 $ | +4,4 % |
| Kestra Advisory Services, LLC | 171.661.272 $ | -7.691.331 $ | -4,3 % | 179.352.603 $ | +30.541.954 $ | +20,5 % | 148.810.649 $ | +27.356.893 $ | +22,5 % | 121.453.756 $ | +12.488.782 $ | +11,5 % |
| AE Wealth Management LLC | 170.246.665 $ | +15.977.526 $ | +10,4 % | 154.269.139 $ | +9.501.470 $ | +6,6 % | 144.767.669 $ | +10.653.663 $ | +7,9 % | 134.114.006 $ | +9.543.294 $ | +7,7 % |
| Corient Private Wealth LP | 167.705.389 $ | +62.519.378 $ | +59,4 % | 105.186.011 $ | +39.123.319 $ | +59,2 % | 66.062.692 $ | -26.468.988 $ | -28,6 % | 92.531.680 $ | +18.326.054 $ | +24,7 % |
| TRUIST FINANCIAL CORP | 166.125.742 $ | +8.513.855 $ | +5,4 % | 157.611.887 $ | +4.348.362 $ | +2,8 % | 153.263.525 $ | -3.661.035 $ | -2,3 % | 156.924.560 $ | +17.878.381 $ | +12,9 % |
| Janus Henderson Group Ltd. | 158.362.588 $ | +85.930.135 $ | +118,6 % | 72.432.453 $ | -16.484.950 $ | -18,5 % | 88.917.403 $ | +5.020.351 $ | +6,0 % | |||
| Invesco Ltd. | 116.203.593 $ | +277.391 $ | +0,2 % | 115.926.202 $ | -529.139 $ | -0,5 % | 116.455.341 $ | -28.394.609 $ | -19,6 % | 144.849.950 $ | -13.042.790 $ | -8,3 % |
| Mariner, LLC | 140.099.650 $ | -3.973.301 $ | -2,8 % | 144.072.951 $ | -28.381 $ | -0,0 % | 144.101.332 $ | +31.601.269 $ | +28,1 % | 112.500.063 $ | +11.650.823 $ | +11,6 % |
| RiverFront Investment Group, LLC | 133.393.789 $ | +268.100 $ | +0,2 % | 133.125.689 $ | +1.356.974 $ | +1,0 % | 131.768.715 $ | -418.028 $ | -0,3 % | 132.186.743 $ | +1.667.572 $ | +1,3 % |
| 1900 WEALTH MANAGEMENT LLC | 372.617 $ | -123.586.006 $ | -99,7 % | 123.958.623 $ | +574.495 $ | +0,5 % | 123.384.128 $ | -8.046.402 $ | -6,1 % | 131.430.530 $ | +27.578.901 $ | +26,6 % |
| Waverly Advisors, LLC | 129.640.596 $ | +114.251.193 $ | +742,4 % | 15.389.403 $ | +943.087 $ | +6,5 % | 14.446.316 $ | +911.861 $ | +6,7 % | 13.534.455 $ | +6.514.806 $ | +92,8 % |
| GREENLEAF TRUST | 126.284.225 $ | +12.961.043 $ | +11,4 % | 113.323.182 $ | +19.800.813 $ | +21,2 % | 93.522.369 $ | |||||
| Sanctuary Advisors, LLC | 99.906.823 $ | +2.282.588 $ | +2,3 % | 97.624.235 $ | +7.150.887 $ | +7,9 % | 90.473.348 $ | -34.949.276 $ | -27,9 % | 125.422.624 $ | +59.936.046 $ | +91,5 % |
| FOSTER & MOTLEY INC | 114.043.000 $ | -2.954.000 $ | -2,5 % | 116.997.000 $ | +6.266.000 $ | +5,7 % | 110.731.000 $ | +5.836.000 $ | +5,6 % | 104.895.000 $ | +14.916.000 $ | +16,6 % |
| INSPIRION WEALTH ADVISORS, LLC | 81.621.187 $ | -4.509.495 $ | -5,2 % | 86.130.682 $ | -12.509.478 $ | -12,7 % | 98.640.160 $ | -17.447.296 $ | -15,0 % | 116.087.456 $ | +17.654.565 $ | +17,9 % |
| Ameritas Advisory Services, LLC | 112.675.254 $ | +61.127.702 $ | +118,6 % | 51.547.552 $ | +1.491.218 $ | +3,0 % | 50.056.334 $ | +30.201.293 $ | +152,1 % | 19.855.041 $ | -23.817.313 $ | -54,5 % |
| RENAISSANCE TECHNOLOGIES LLC | 2.973.074 $ | +429.440 $ | +16,9 % | 2.543.634 $ | +1.160.918 $ | +84,0 % | 1.382.716 $ | -111.164.249 $ | -98,8 % | 112.546.965 $ | +35.842.755 $ | +46,7 % |
| TruWealth Advisors, LLC | 110.158.518 $ | +3.108.886 $ | +2,9 % | 107.049.632 $ | +3.559.336 $ | +3,4 % | 103.490.296 $ | -22.435.871 $ | -17,8 % | |||
| Brookstone Capital Management | 31.373.571 $ | -4.953.090 $ | -13,6 % | 36.326.661 $ | +1.849.215 $ | +5,4 % | 34.477.446 $ | -73.861.403 $ | -68,2 % | 108.338.849 $ | +9.968.482 $ | +10,1 % |
| EP Wealth Advisors, LLC | 101.976.990 $ | +2.904.980 $ | +2,9 % | 99.072.010 $ | +68.938.291 $ | +228,8 % | 30.133.719 $ | +6.600.102 $ | +28,0 % | |||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 99.820.077 $ | +4.375.807 $ | +4,6 % | 95.444.270 $ | +11.498.922 $ | +13,7 % | 83.945.348 $ | +4.584.316 $ | +5,8 % | 79.361.032 $ | +22.373.777 $ | +39,3 % |
| ADVISORS MANAGEMENT GROUP INC /ADV | 99.407.000 $ | +2.847.000 $ | +2,9 % | 96.560.000 $ | +4.387.000 $ | +4,8 % | 92.173.000 $ | +2.699.000 $ | +3,0 % | 89.474.000 $ | +1.907.000 $ | +2,2 % |
| Kestra Investment Management, LLC | 26.318.689 $ | -6.142.883 $ | -18,9 % | 32.461.572 $ | -66.887.259 $ | -67,3 % | 99.348.831 $ | +10.932.123 $ | +12,4 % | 88.416.708 $ | -103.448.497 $ | -53,9 % |
| STIFEL FINANCIAL CORP | 97.899.633 $ | +13.254.851 $ | +15,7 % | 84.644.782 $ | -5.984.017 $ | -6,6 % | 90.628.799 $ | +7.823.404 $ | +9,4 % | 82.805.395 $ | +12.369.747 $ | +17,6 % |
| ATWOOD & PALMER INC | 96.762.999 $ | +1.776.607 $ | +1,9 % | 94.986.392 $ | +2.371.764 $ | +2,6 % | 92.614.628 $ | +3.137.795 $ | +3,5 % | 89.476.833 $ | +657.401 $ | +0,7 % |
| Pallas Capital Advisors LLC | 96.477.152 $ | +5.898.519 $ | +6,5 % | 90.578.633 $ | +14.826.409 $ | +19,6 % | 75.752.224 $ | +8.026.467 $ | +11,9 % | 67.725.757 $ | +3.867.661 $ | +6,1 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 95.430.274 $ | +8.878.553 $ | +10,3 % | 86.551.721 $ | +31.467.928 $ | +57,1 % | 55.083.793 $ | +76.793 $ | +0,1 % | 55.007.000 $ | +6.715.000 $ | +13,9 % |
| COMMERCE BANK | 40.160.958 $ | -14.236.073 $ | -26,2 % | 54.397.031 $ | -40.101.884 $ | -42,4 % | 94.498.915 $ | +10.599.388 $ | +12,6 % | 83.899.527 $ | +3.509.498 $ | +4,4 % |
| Janney Montgomery Scott LLC | 91.272.000 $ | +75.151.000 $ | +466,2 % | 16.121.000 $ | -78.228.000 $ | -82,9 % | 94.349.000 $ | +940.000 $ | +1,0 % | 93.409.000 $ | +6.920.000 $ | +8,0 % |
| Rockefeller Capital Management L.P. | 81.235.247 $ | +7.533.657 $ | +10,2 % | 73.701.590 $ | -19.349.763 $ | -20,8 % | 93.051.353 $ | +42.856.924 $ | +85,4 % | 50.194.429 $ | -44.354.825 $ | -46,9 % |
| Hamilton Capital, LLC | 91.559.660 $ | -668.700 $ | -0,7 % | 92.228.360 $ | +5.768.214 $ | +6,7 % | 86.460.146 $ | -2.221.234 $ | -2,5 % | |||
| Advance Capital Management, Inc. | 92.077.101 $ | +1.125.520 $ | +1,2 % | 90.951.581 $ | +47.818.942 $ | +110,9 % | 43.132.639 $ | -34.886.184 $ | -44,7 % | 78.018.823 $ | -111.882.099 $ | -58,9 % |
| Arax Advisory Partners | 91.259.734 $ | +58.833.442 $ | +181,4 % | 32.426.292 $ | +7.634.810 $ | +30,8 % | 24.791.482 $ | -1.110.458 $ | -4,3 % | 25.901.940 $ | +1.400.177 $ | +5,7 % |
| SIMON QUICK ADVISORS, LLC | 62.710.890 $ | -2.496.876 $ | -3,8 % | 65.207.766 $ | -722.888 $ | -1,1 % | 65.930.654 $ | -21.045.450 $ | -24,2 % | 86.976.104 $ | -508.879 $ | -0,6 % |
| Merit Financial Group, LLC | 86.462.118 $ | +2.010.159 $ | +2,4 % | 84.451.959 $ | +3.190.595 $ | +3,9 % | 81.261.364 $ | +3.982.301 $ | +5,2 % | 77.279.063 $ | +31.823.887 $ | +70,0 % |
| Obermeyer Wealth Partners | 82.381.816 $ | +1.873.295 $ | +2,3 % | 80.508.521 $ | +4.193.541 $ | +5,5 % | 76.314.980 $ | +8.415.214 $ | +12,4 % | 67.899.766 $ | +4.644.482 $ | +7,3 % |
| Private Advisor Group, LLC | 55.674.405 $ | -19.415.661 $ | -25,9 % | 75.090.066 $ | -849.333 $ | -1,1 % | 75.939.399 $ | -3.055.070 $ | -3,9 % | 78.994.469 $ | +17.263.348 $ | +28,0 % |
| Madison Asset Management, LLC | 49.780.610 $ | -3.954.479 $ | -7,4 % | 53.735.089 $ | -16.263.255 $ | -23,2 % | 69.998.344 $ | -6.416.340 $ | -8,4 % | 76.414.684 $ | -10.275.328 $ | -11,9 % |
| &PARTNERS | 71.718.716 $ | +10.499.766 $ | +17,2 % | 61.218.950 $ | +2.466.455 $ | +4,2 % | 58.752.495 $ | +8.097.599 $ | +16,0 % | 50.654.896 $ | -4.641.557 $ | -8,4 % |
| Jupiter Topco LLC | 70.595.026 $ | |||||||||||
| Parallel Advisors, LLC | 15.832.201 $ | -2.037.472 $ | -11,4 % | 17.869.673 $ | -51.101.285 $ | -74,1 % | 68.970.958 $ | +3.649.539 $ | +5,6 % | 65.321.419 $ | +7.190.124 $ | +12,4 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 63.086.849 $ | -502.893 $ | -0,8 % | 63.589.742 $ | -4.256.406 $ | -6,3 % | 67.846.148 $ | +1.780.189 $ | +2,7 % | 66.065.959 $ | +35.463.556 $ | +115,9 % |
| NOTTINGHAM ADVISORS, INC. | 67.125.519 $ | +3.575.406 $ | +5,6 % | 63.550.113 $ | +13.449.087 $ | +26,8 % | 50.101.026 $ | +942.853 $ | +1,9 % | 49.158.173 $ | +3.680.566 $ | +8,1 % |
| SPC Financial, Inc. | 66.031.614 $ | +2.321.838 $ | +3,6 % | |||||||||
| AlphaCore Capital LLC | 61.182.536 $ | -2.349.635 $ | -3,7 % | 63.532.171 $ | -2.086.185 $ | -3,2 % | 65.618.356 $ | +65.412.391 $ | +31.759,0 % | 205.965 $ | +2.888 $ | +1,4 % |
| Divergent Planning, LLC | 62.967.525 $ | +3.156.081 $ | +5,3 % | 59.811.444 $ | +4.021.284 $ | +7,2 % | ||||||
| Flaharty Asset Management, LLC | 4.452.035 $ | -54.807.499 $ | -92,5 % | 59.259.534 $ | +573.842 $ | +1,0 % | 58.685.692 $ | -2.350.345 $ | -3,9 % | 61.036.037 $ | +6.706.006 $ | +12,3 % |
| Advisor OS, LLC | 60.978.081 $ | +1.629.701 $ | +2,7 % | 59.348.380 $ | +2.596.294 $ | +4,6 % | 56.752.086 $ | -2.224.246 $ | -3,8 % | 58.976.332 $ | +10.342.690 $ | +21,3 % |
| ALBION FINANCIAL GROUP /UT | 60.905.843 $ | +2.669.830 $ | +4,6 % | 58.236.013 $ | +1.653.495 $ | +2,9 % | 56.582.518 $ | +2.168.626 $ | +4,0 % | 54.413.892 $ | +3.446.740 $ | +6,8 % |
| CITADEL ADVISORS LLC | 58.665.122 $ | +38.213.926 $ | +186,9 % | 20.451.196 $ | +16.552.199 $ | +424,5 % | 3.898.997 $ | -19.783.580 $ | -83,5 % | 23.682.577 $ | +1.608.333 $ | +7,3 % |
| MJP ASSOCIATES INC /ADV | 58.166.524 $ | +597.187 $ | +1,0 % | 57.569.337 $ | +1.452.442 $ | +2,6 % | 56.116.895 $ | -682.622 $ | -1,2 % | 56.799.517 $ | +7.280.071 $ | +14,7 % |
| Financial Enhancement Group LLC | 53.577.767 $ | +1.041.724 $ | +2,0 % | 52.536.043 $ | -5.075.953 $ | -8,8 % | 57.611.996 $ | +1.718.730 $ | +3,1 % | 55.893.266 $ | -2.203.619 $ | -3,8 % |
| CGC Financial Services, LLC | 57.103.685 $ | |||||||||||
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 55.477.150 $ | +50.803.076 $ | +1.086,9 % | |||||||||
| FMR LLC | 1.555.772 $ | -53.185.048 $ | -97,2 % | 54.740.820 $ | +18.016.915 $ | +49,1 % | 36.723.905 $ | +3.666.588 $ | +11,1 % | 33.057.317 $ | -496.465 $ | -1,5 % |
| Hilton Capital Management, LLC | 54.398.695 $ | +19.089.928 $ | +54,1 % | 35.308.767 $ | -3.641.971 $ | -9,4 % | 38.950.738 $ | +2.969.041 $ | +8,3 % | 35.981.697 $ | -40.210.603 $ | -52,8 % |
| Fragasso Financial Advisors Inc | 54.120.937 $ | +5.138.475 $ | +10,5 % | 48.982.462 $ | +1.120.864 $ | +2,3 % | 47.861.598 $ | +1.447.139 $ | +3,1 % | 46.414.459 $ | +2.744.227 $ | +6,3 % |
| Ancora Advisors LLC | 53.179.441 $ | +2.062.023 $ | +4,0 % | 51.117.418 $ | +4.345.732 $ | +9,3 % | 46.771.686 $ | +8.519.733 $ | +22,3 % | 38.251.953 $ | +6.139.933 $ | +19,1 % |
| MML INVESTORS SERVICES, LLC | 50.784.288 $ | +7.114.809 $ | +16,3 % | 43.669.479 $ | -1.044.318 $ | -2,3 % | 44.713.797 $ | +1.852.871 $ | +4,3 % | 42.860.926 $ | +6.977.926 $ | +19,4 % |
| Apollon Wealth Management, LLC | 50.774.311 $ | +19.892.652 $ | +64,4 % | 30.881.659 $ | +6.555.521 $ | +26,9 % | 24.326.138 $ | -116.654 $ | -0,5 % | 24.442.792 $ | +4.522.762 $ | +22,7 % |
| Pine Valley Investments Ltd Liability Co | 50.640.490 $ | +4.946.743 $ | +10,8 % | 45.693.747 $ | +5.091.186 $ | +12,5 % | 40.602.561 $ | +1.399.044 $ | +3,6 % | 39.203.517 $ | +2.704.259 $ | +7,4 % |
| STATE OF WISCONSIN INVESTMENT BOARD | 50.580.000 $ | |||||||||||
| Sanchez Wealth Management Group | 50.468.399 $ | +23.914.249 $ | +90,1 % | 26.554.150 $ | +1.172.237 $ | +4,6 % | 25.381.913 $ | +6.018.280 $ | +31,1 % | 19.363.633 $ | +2.853.928 $ | +17,3 % |
| Destiny Wealth Partners, LLC | 40.996.214 $ | +1.704.956 $ | +4,3 % | 39.291.258 $ | -981.519 $ | -2,4 % | 40.272.777 $ | -10.129.076 $ | -20,1 % | 50.401.853 $ | +2.374.820 $ | +4,9 % |
| Baird Financial Group, Inc. | 50.354.928 $ | +12.334.342 $ | +32,4 % | 38.020.586 $ | +9.812.120 $ | +34,8 % | 28.208.466 $ | -891.876 $ | -3,1 % | 29.100.342 $ | +6.076.437 $ | +26,4 % |
| Verdence Capital Advisors LLC | 50.255.760 $ | +9.946.739 $ | +24,7 % | 40.309.021 $ | +26.588.857 $ | +193,8 % | 13.720.164 $ | +8.787.229 $ | +178,1 % | 4.932.935 $ | +3.975.487 $ | +415,2 % |
| CAPITAL ADVISORS INC/OK | 47.110.611 $ | -1.018.416 $ | -2,1 % | 48.129.027 $ | -821.270 $ | -1,7 % | 48.950.297 $ | -351.221 $ | -0,7 % | 49.301.518 $ | +448.015 $ | +0,9 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 44.832.883 $ | -1.342.327 $ | -2,9 % | 46.175.210 $ | -424.362 $ | -0,9 % | 46.599.572 $ | -210.038 $ | -0,4 % | 46.809.610 $ | -1.135.421 $ | -2,4 % |
| Bell Bank | 46.358.807 $ | +22.299.073 $ | +92,7 % | 24.059.734 $ | +11.978.752 $ | +99,2 % | 12.080.982 $ | +7.540.539 $ | +166,1 % | 4.540.443 $ | ||
| Grant Street Asset Management, Inc. | 45.146.113 $ | +288.292 $ | +0,6 % | 44.857.821 $ | +1.157.937 $ | +2,6 % | 43.699.884 $ | +197.033 $ | +0,5 % | 43.502.851 $ | +1.059.466 $ | +2,5 % |
| Evercore Wealth Management, LLC | 44.607.612 $ | +5.543.108 $ | +14,2 % | 39.064.504 $ | +3.173.594 $ | +8,8 % | 35.890.910 $ | +4.695.334 $ | +15,1 % | 31.195.576 $ | +13.846.638 $ | +79,8 % |
| Clearwater Capital Advisors, LLC | 44.433.945 $ | +4.682.348 $ | +11,8 % | 39.751.597 $ | +8.546.937 $ | +27,4 % | 31.204.660 $ | |||||
| DELPHI FINANCIAL GROUP, INC. | 10.990.259 $ | -21.583.768 $ | -66,3 % | 32.574.027 $ | -10.251.806 $ | -23,9 % | 42.825.833 $ | -169.339 $ | -0,4 % | 42.995.172 $ | +25.401 $ | +0,1 % |
| ST GERMAIN D J CO INC | 40.664.182 $ | +123.445 $ | +0,3 % | 40.540.737 $ | -970.137 $ | -2,3 % | 41.510.874 $ | +599.356 $ | +1,5 % | 40.911.518 $ | +767.468 $ | +1,9 % |
| CGN Advisors LLC | 35.117.634 $ | +1.100.521 $ | +3,2 % | 34.017.113 $ | -7.233.522 $ | -17,5 % | 41.250.635 $ | +1.623.802 $ | +4,1 % | 39.626.833 $ | +2.438.094 $ | +6,6 % |
| Blue Edge Capital, LLC | 41.030.646 $ | +10.984.418 $ | +36,6 % | 30.046.228 $ | +3.339.492 $ | +12,5 % | 26.706.736 $ | +1.358.362 $ | +5,4 % | 25.348.374 $ | -5.405.650 $ | -17,6 % |
| State of Tennessee, Department of Treasury | 39.945.728 $ | +34.878.728 $ | +688,4 % | 5.067.000 $ | -11.000 $ | -0,2 % | 5.078.000 $ | |||||
| Pictet North America Advisors SA | 26.275.105 $ | -2.556.595 $ | -8,9 % | 28.831.700 $ | +2.807.409 $ | +10,8 % | 26.024.291 $ | -12.731.285 $ | -32,9 % | 38.755.576 $ | -5.983.932 $ | -13,4 % |
| Drake & Associates, LLC | 38.591.172 $ | +2.828.082 $ | +7,9 % | 35.763.090 $ | +3.549.935 $ | +11,0 % | 32.213.155 $ | +2.892.829 $ | +9,9 % | 29.320.326 $ | +4.354.768 $ | +17,4 % |
| Tidal Investments LLC | 38.432.685 $ | +35.655.384 $ | +1.283,8 % | 2.777.301 $ | -4.828.919 $ | -63,5 % | 7.606.220 $ | +1.785.867 $ | +30,7 % | 5.820.353 $ | ||
| Greenwich Wealth Management LLC | 37.166.000 $ | +2.398.000 $ | +6,9 % | 34.768.000 $ | -3.387.000 $ | -8,9 % | 38.155.000 $ | +14.396.000 $ | +60,6 % | 23.759.000 $ | +4.682.000 $ | +24,5 % |
| Alpine Bank Wealth Management | 37.084.199 $ | +35.629.010 $ | +2.448,4 % | 1.455.189 $ | -86.490 $ | -5,6 % | 1.541.679 $ | -1.107.768 $ | -41,8 % | 2.649.447 $ | -73.951 $ | -2,7 % |
| HIGHLINE WEALTH PARTNERS LLC | 2.061.252 $ | -34.896.039 $ | -94,4 % | 36.957.291 $ | +10.601.418 $ | +40,2 % | 26.355.873 $ | +3.605.016 $ | +15,8 % | 22.750.857 $ | -2.995.725 $ | -11,6 % |
| Sowell Financial Services LLC | 31.446.271 $ | -4.808.364 $ | -13,3 % | 36.254.635 $ | +1.034.092 $ | +2,9 % | 35.220.543 $ | +1.493.617 $ | +4,4 % | 33.726.926 $ | +1.220.487 $ | +3,8 % |
| J.W. COLE ADVISORS, INC. | 36.094.357 $ | +3.148.915 $ | +9,6 % | 32.945.442 $ | +1.755.241 $ | +5,6 % | 31.190.201 $ | +4.168.550 $ | +15,4 % | 27.021.651 $ | +2.516.951 $ | +10,3 % |
| Kensington Asset Management, LLC | 31.479.000 $ | -4.512.995 $ | -12,5 % | 35.991.995 $ | +9.308.595 $ | +34,9 % | 26.683.400 $ | +6.645.591 $ | +33,2 % | 20.037.809 $ | +299.257 $ | +1,5 % |
| Bridgewealth Advisory Group, LLC | 24.128.328 $ | +143.201 $ | +0,6 % | 23.985.127 $ | -1.722.387 $ | -6,7 % | 25.707.514 $ | -9.121.694 $ | -26,2 % | 34.829.208 $ | -319.248 $ | -0,9 % |
| SeaBridge Investment Advisors LLC | 34.674.773 $ | +3.439.669 $ | +11,0 % | 31.235.104 $ | +928.111 $ | +3,1 % | 30.306.993 $ | -1.275.921 $ | -4,0 % | 31.582.914 $ | +7.032.036 $ | +28,6 % |
| GUGGENHEIM CAPITAL LLC | 33.539.509 $ | -635.058 $ | -1,9 % | 34.174.567 $ | +3.826.731 $ | +12,6 % | 30.347.836 $ | +3.259.464 $ | +12,0 % | 27.088.372 $ | +7.423.843 $ | +37,8 % |
| CX Institutional | 33.769.000 $ | +532.000 $ | +1,6 % | 33.237.000 $ | +368.000 $ | +1,1 % | 32.869.000 $ | +208.000 $ | +0,6 % | 32.661.000 $ | +1.903.000 $ | +6,2 % |
| New England Private Wealth Advisors LLC | 32.359.225 $ | +519.609 $ | +1,6 % | 31.839.616 $ | -1.465.145 $ | -4,4 % | 33.304.761 $ | -863.727 $ | -2,5 % | |||
| Aprio Wealth Management, LLC | 33.271.911 $ | +2.024.040 $ | +6,5 % | 31.247.871 $ | +2.079.271 $ | +7,1 % | 29.168.600 $ | +4.171.810 $ | +16,7 % | |||
| Diesslin Group, Inc. | 30.308.352 $ | -2.227.347 $ | -6,8 % | 32.535.699 $ | +826.116 $ | +2,6 % | 31.709.583 $ | |||||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 32.311.239 $ | +3.391.640 $ | +11,7 % | 28.919.599 $ | +360.502 $ | +1,3 % | 28.559.097 $ | +648.537 $ | +2,3 % | 27.910.560 $ | +347.361 $ | +1,3 % |
| Ocean Park Asset Management, LLC | 5.574.096 $ | -26.657.667 $ | -82,7 % | 32.231.763 $ | +14.346.675 $ | +80,2 % | 17.885.088 $ | -21.009.786 $ | -54,0 % | |||
| Allen Capital Group, LLC | 14.797.876 $ | +905.226 $ | +6,5 % | 13.892.650 $ | -18.301.772 $ | -56,8 % | 32.194.422 $ | +1.960.995 $ | +6,5 % | 30.233.427 $ | +2.906.888 $ | +10,6 % |
| Clearstead Advisors, LLC | 8.264.387 $ | -23.831.081 $ | -74,3 % | 32.095.468 $ | +571.481 $ | +1,8 % | 31.523.987 $ | +5.040.710 $ | +19,0 % | 26.483.277 $ | +871.877 $ | +3,4 % |
| KWB Wealth | 19.308.867 $ | -9.302.136 $ | -32,5 % | 28.611.003 $ | -3.214.253 $ | -10,1 % | 31.825.256 $ | +27.710.466 $ | +673,4 % | 4.114.790 $ | +296.094 $ | +7,8 % |
| Bienville Capital Management, LLC | 31.521.287 $ | +14.478.318 $ | +85,0 % | 17.042.969 $ | +1.605.136 $ | +10,4 % | 15.437.833 $ | +7.399.997 $ | +92,1 % | 8.037.836 $ | +1.550.408 $ | +23,9 % |
| Syntegra Private Wealth Group, LLC | 7.091.061 $ | -1.809.501 $ | -20,3 % | 8.900.562 $ | -21.408.370 $ | -70,6 % | 30.308.932 $ | -1.098.511 $ | -3,5 % | 31.407.443 $ | -665.781 $ | -2,1 % |
| L2 Asset Management, LLC | 31.210.194 $ | +18.003.006 $ | +136,3 % | 13.207.188 $ | +199.534 $ | +1,5 % | 13.007.654 $ | +347.489 $ | +2,7 % | 12.660.165 $ | +2.041.793 $ | +19,2 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30.677.713 $ | +6.218.974 $ | +25,4 % | 24.458.739 $ | +3.609.578 $ | +17,3 % | 20.849.161 $ | +2.400.373 $ | +13,0 % | 18.448.788 $ | +4.875.585 $ | +35,9 % |
| FIRETHORN WEALTH PARTNERS, LLC | 30.530.073 $ | +3.577.148 $ | +13,3 % | 26.952.925 $ | +3.866.480 $ | +16,7 % | 23.086.445 $ | +6.765.046 $ | +41,4 % | 16.321.399 $ | +12.119 $ | +0,1 % |
| Endurance Services Ltd | 29.934.865 $ | +71.147 $ | +0,2 % | 29.863.718 $ | -124.506 $ | -0,4 % | 29.988.224 $ | -479.776 $ | -1,6 % | 30.468.000 $ | +18.000 $ | +0,1 % |
| BlackRock, Inc. | 23.410.237 $ | +23.205.558 $ | +11.337,5 % | 204.679 $ | -135.259 $ | -39,8 % | 339.938 $ | -29.822.113 $ | -98,9 % | 30.162.051 $ | -53.947.739 $ | -64,1 % |
| Virtue Capital Management, LLC | 5.231.668 $ | +572.075 $ | +12,3 % | 4.659.593 $ | -24.884.550 $ | -84,2 % | 29.544.143 $ | +28.274.458 $ | +2.226,9 % | 1.269.685 $ | -23.472.773 $ | -94,9 % |
| Bensler, LLC | 285.290 $ | -7.827.286 $ | -96,5 % | 8.112.576 $ | +2.013.670 $ | +33,0 % | 6.098.906 $ | -23.263.029 $ | -79,2 % | 29.361.935 $ | +2.993.848 $ | +11,4 % |
| Guardian Financial Partners, LLC | 29.209.023 $ | +1.885.456 $ | +6,9 % | 27.323.567 $ | +4.182.147 $ | +18,1 % | 23.141.420 $ | -943.640 $ | -3,9 % | 24.085.060 $ | +747.562 $ | +3,2 % |
| 49 WEALTH MANAGEMENT, LLC | 5.875.410 $ | -23.139.109 $ | -79,8 % | 29.014.519 $ | +1.316.555 $ | +4,8 % | 27.697.964 $ | +957.655 $ | +3,6 % | 26.740.309 $ | -4.858.914 $ | -15,4 % |
| ARVEST INVESTMENTS, INC. | 28.956.033 $ | +1.652.259 $ | +6,1 % | 27.303.774 $ | -498.075 $ | -1,8 % | 27.801.849 $ | -11.134 $ | -0,0 % | 27.812.983 $ | -926.342 $ | -3,2 % |
| Atria Investments, Inc | 28.261.195 $ | +1.845.817 $ | +7,0 % | 26.415.378 $ | -2.289.490 $ | -8,0 % | 28.704.868 $ | +1.289.035 $ | +4,7 % | 27.415.833 $ | +120.362 $ | +0,4 % |
| SEVEN MILE ADVISORY | 28.431.782 $ | +1.274.612 $ | +4,7 % | 27.157.170 $ | ||||||||
| Leo Wealth, LLC | 28.411.907 $ | +7.056.770 $ | +33,0 % | 21.355.137 $ | +12.899.411 $ | +152,6 % | 8.455.726 $ | -10.372.574 $ | -55,1 % | |||
| Towneley Capital Management, Inc / DE | 28.110.419 $ | +302.223 $ | +1,1 % | 27.808.196 $ | +473.606 $ | +1,7 % | 27.334.590 $ | +416.514 $ | +1,5 % | 26.918.076 $ | +869.270 $ | +3,3 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.951.816 $ | -15.640.981 $ | -56,7 % | 27.592.797 $ | +214.136 $ | +0,8 % | 27.378.661 $ | +5.905.525 $ | +27,5 % | 21.473.136 $ | +2.293.898 $ | +12,0 % |
| Leslie Global Wealth, LLC | 27.565.695 $ | +1.050.055 $ | +4,0 % | 26.515.640 $ | ||||||||
| ARQ WEALTH ADVISORS, LLC | 27.501.554 $ | |||||||||||
| Waldron Private Wealth LLC | 27.081.113 $ | -89.672 $ | -0,3 % | 27.170.785 $ | -268.325 $ | -1,0 % | 27.439.110 $ | +2.692.025 $ | +10,9 % | 24.747.085 $ | -2.312.883 $ | -8,5 % |
| Englebert Financial Advisers, LLC | 27.148.795 $ | +2.781.248 $ | +11,4 % | 24.367.547 $ | +2.165.652 $ | +9,8 % | 22.201.895 $ | |||||
| Legacy Private Trust Co. | 27.085.689 $ | +1.094.811 $ | +4,2 % | 25.990.878 $ | +1.091.519 $ | +4,4 % | 24.899.359 $ | +3.198.711 $ | +14,7 % | 21.700.648 $ | +412.993 $ | +1,9 % |
| TT Capital Management LLC | 22.205.868 $ | -1.337.322 $ | -5,7 % | 23.543.190 $ | -2.550.273 $ | -9,8 % | 26.093.463 $ | -931.455 $ | -3,4 % | 27.024.918 $ | -494.009 $ | -1,8 % |
| VERUS CAPITAL PARTNERS, LLC | 26.995.223 $ | +2.851.041 $ | +11,8 % | 24.144.182 $ | +10.968.643 $ | +83,3 % | 13.175.539 $ | +10.573.944 $ | +406,4 % | 2.601.595 $ | +1.431.817 $ | +122,4 % |
| Stratos Wealth Partners, LTD. | 20.730.084 $ | -3.906.277 $ | -15,9 % | 24.636.361 $ | -335.564 $ | -1,3 % | 24.971.925 $ | -1.907.966 $ | -7,1 % | 26.879.891 $ | +1.507.614 $ | +5,9 % |
| Marshall Financial Group, LLC | 25.938.528 $ | -507.790 $ | -1,9 % | 26.446.318 $ | -310.641 $ | -1,2 % | 26.756.959 $ | +1.138.055 $ | +4,4 % | 25.618.904 $ | +20.802.381 $ | +431,9 % |
| Orion Capital Management LLC | 26.265.916 $ | +2.699.020 $ | +11,5 % | 23.566.896 $ | +1.911.828 $ | +8,8 % | 21.655.068 $ | +4.006.631 $ | +22,7 % | 17.648.437 $ | +4.523.523 $ | +34,5 % |
| BARCLAYS PLC | 37.363 $ | +12.178 $ | +48,4 % | 25.185 $ | -25.990.323 $ | -99,9 % | 26.015.508 $ | |||||
| Beacon Capital Management, Inc. | 3.393.024 $ | +25.758 $ | +0,8 % | 3.367.266 $ | -14.487.659 $ | -81,1 % | 17.854.925 $ | -7.748.900 $ | -30,3 % | 25.603.825 $ | ||
| BARD ASSOCIATES INC | 25.556.194 $ | +279.057 $ | +1,1 % | 25.277.137 $ | +8.673.928 $ | +52,2 % | 16.603.209 $ | +7.792.703 $ | +88,4 % | 8.810.506 $ | +4.808.191 $ | +120,1 % |
| Advisory Resource Group | 25.150.511 $ | +1.163.729 $ | +4,9 % | 23.986.782 $ | -1.382.004 $ | -5,4 % | 25.368.786 $ | +5.369.082 $ | +26,8 % | 19.999.704 $ | +6.113.917 $ | +44,0 % |
| MEMBERS CAPITAL ADVISORS INC | 25.155.936 $ | -144.488 $ | -0,6 % | 25.300.424 $ | +14.947 $ | +0,1 % | ||||||
| Apollo Management Holdings, L.P. | 25.245.000 $ | +60.000 $ | +0,2 % | 25.185.000 $ | -105.000 $ | -0,4 % | 25.290.000 $ | -47.410.542 $ | -65,2 % | |||
| Secure Asset Management, LLC | 25.061.414 $ | -147.267 $ | -0,6 % | 25.208.681 $ | +1.053.486 $ | +4,4 % | 24.155.195 $ | +1.464.087 $ | +6,5 % | 22.691.108 $ | +2.633.678 $ | +13,1 % |
| Horizon Investments, LLC | 16.928.128 $ | -1.939.643 $ | -10,3 % | 18.867.771 $ | -6.316.557 $ | -25,1 % | 25.184.328 $ | +539.013 $ | +2,2 % | 24.645.315 $ | +593.172 $ | +2,5 % |
| MGO ONE SEVEN LLC | 13.378.886 $ | -9.588.800 $ | -41,7 % | 22.967.686 $ | -2.179.251 $ | -8,7 % | 25.146.937 $ | +1.757.664 $ | +7,5 % | 23.389.273 $ | -57.316 $ | -0,2 % |
| Farther Finance Advisors, LLC | 25.003.512 $ | +9.830.501 $ | +64,8 % | 15.173.011 $ | +3.620.469 $ | +31,3 % | 11.552.542 $ | +6.785.887 $ | +142,4 % | 4.766.655 $ | -12.358.249 $ | -72,2 % |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 24.911.766 $ | +59.208 $ | +0,2 % | 24.852.558 $ | -103.614 $ | -0,4 % | 24.956.172 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 23.941.614 $ | -499.978 $ | -2,0 % | 24.441.592 $ | -33.135 $ | -0,1 % | 24.474.727 $ | -480.818 $ | -1,9 % | 24.955.545 $ | +797.631 $ | +3,3 % |
| Cornerstone Advisory, LLC | 23.983.544 $ | +3.151.820 $ | +15,1 % | 20.831.724 $ | -370.209 $ | -1,7 % | 21.201.933 $ | -3.708.417 $ | -14,9 % | 24.910.350 $ | -649.645 $ | -2,5 % |
| One Charles Private Wealth Services, LLC | 24.259.269 $ | -622.012 $ | -2,5 % | 24.881.281 $ | +2.914.322 $ | +13,3 % | 21.966.959 $ | +1.467.173 $ | +7,2 % | 20.499.786 $ | +1.775.091 $ | +9,5 % |
| WESPAC Advisors SoCal, LLC | 24.536.214 $ | +8.599.092 $ | +54,0 % | 15.937.122 $ | +2.048.194 $ | +14,7 % | 13.888.928 $ | +315.715 $ | +2,3 % | 13.573.213 $ | +646.215 $ | +5,0 % |
| Independent Advisor Alliance | 24.030.687 $ | |||||||||||
| Tower Research Capital LLC (TRC) | 5.435.239 $ | -18.411.883 $ | -77,2 % | 23.847.122 $ | +23.613.164 $ | +10.092,9 % | ||||||
| Atlantic Edge Private Wealth Management, LLC | 23.833.084 $ | +186.333 $ | +0,8 % | 23.646.751 $ | +1.341.607 $ | +6,0 % | 22.305.144 $ | +3.157.913 $ | +16,5 % | 19.147.231 $ | +3.519.427 $ | +22,5 % |
| PFS Partners, LLC | 23.826.825 $ | +644.616 $ | +2,8 % | 23.182.209 $ | +787.081 $ | +3,5 % | 22.395.128 $ | +963.460 $ | +4,5 % | 21.431.668 $ | +2.186.089 $ | +11,4 % |
| IHT Wealth Management, LLC | 21.182.172 $ | -2.623.133 $ | -11,0 % | 23.805.305 $ | +10.061.687 $ | +73,2 % | 13.743.618 $ | +2.287.771 $ | +20,0 % | 11.455.847 $ | -7.918.430 $ | -40,9 % |
| Equitable Holdings, Inc. | 19.133.996 $ | +783.638 $ | +4,3 % | 18.350.358 $ | -2.160.287 $ | -10,5 % | 20.510.645 $ | -2.965.863 $ | -12,6 % | 23.476.508 $ | +2.901.291 $ | +14,1 % |
| EXCHANGE TRADED CONCEPTS, LLC | 1.909.532 $ | +171.313 $ | +9,9 % | 1.738.219 $ | +1.307.581 $ | +303,6 % | 430.638 $ | -22.865.297 $ | -98,2 % | 23.295.935 $ | -11.374.334 $ | -32,8 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.302.273 $ | -13.948.661 $ | -60,0 % | 23.250.934 $ | +22.860.068 $ | +5.848,6 % | 390.866 $ | |||||
| Envestnet Portfolio Solutions, Inc. | 12.328.430 $ | +2.744.923 $ | +28,6 % | 9.583.507 $ | -13.269.119 $ | -58,1 % | 22.852.626 $ | +502.402 $ | +2,2 % | 22.350.224 $ | +3.785.895 $ | +20,4 % |
| Bogart Wealth, LLC | 22.470.092 $ | +22.048.172 $ | +5.225,7 % | 421.920 $ | -5.212.967 $ | -92,5 % | 5.634.887 $ | -12.760.117 $ | -69,4 % | 18.395.004 $ | +521.293 $ | +2,9 % |
| HARBOUR INVESTMENTS, INC. | 20.562.908 $ | +70.215 $ | +0,3 % | 20.492.693 $ | -187.973 $ | -0,9 % | 20.680.666 $ | -1.732.561 $ | -7,7 % | 22.413.227 $ | +12.234.226 $ | +120,2 % |
| AllGen Financial Advisors, Inc. | 22.345.348 $ | +8.293.753 $ | +59,0 % | 14.051.595 $ | -6.494.211 $ | -31,6 % | 20.545.806 $ | +5.820.747 $ | +39,5 % | 14.725.059 $ | +1.291.005 $ | +9,6 % |
| Knott David M Jr | 4.722.229 $ | +11.224 $ | +0,2 % | 4.711.005 $ | -19.641 $ | -0,4 % | 4.730.646 $ | -17.498.502 $ | -78,7 % | 22.229.148 $ | -2.904.992 $ | -11,6 % |
| Rehmann Capital Advisory Group | 17.375.810 $ | +304.408 $ | +1,8 % | 17.071.402 $ | -144.079 $ | -0,8 % | 17.215.481 $ | -4.873.968 $ | -22,1 % | 22.089.449 $ | +918.638 $ | +4,3 % |
| Carrera Capital Advisors | 8.494.792 $ | -1.070.036 $ | -11,2 % | 9.564.828 $ | -10.457.336 $ | -52,2 % | 20.022.164 $ | -1.960.223 $ | -8,9 % | 21.982.387 $ | +10.776.145 $ | +96,2 % |
| Prasad Wealth Partners, LLC | 15.448.306 $ | -6.381.863 $ | -29,2 % | 21.830.169 $ | +688.842 $ | +3,3 % | 21.141.327 $ | +2.981.543 $ | +16,4 % | 18.159.784 $ | +1.607.690 $ | +9,7 % |
| Wealthcare Advisory Partners LLC | 7.198.265 $ | -14.518.307 $ | -66,9 % | 21.716.572 $ | +1.452.622 $ | +7,2 % | 20.263.950 $ | +1.791.380 $ | +9,7 % | 18.472.570 $ | +2.193.999 $ | +13,5 % |
| Banco BTG Pactual S.A. | 17.308.073 $ | -4.322.115 $ | -20,0 % | 21.630.188 $ | ||||||||
| Dynamic Financial Group | 21.593.055 $ | +1.052.484 $ | +5,1 % | 20.540.571 $ | +3.074.165 $ | +17,6 % | 17.466.406 $ | +16.888.726 $ | +2.923,5 % | 577.680 $ | ||
| Sage Advisory Services, Ltd.Co. | 21.192.000 $ | +1.360.000 $ | +6,9 % | 19.832.000 $ | +352.000 $ | +1,8 % | 19.480.000 $ | +1.277.000 $ | +7,0 % | 18.203.000 $ | +11.751.000 $ | +182,1 % |
| Hidden Cove Wealth Management, LLC | 14.117.910 $ | -272.370 $ | -1,9 % | 14.390.280 $ | -5.854.047 $ | -28,9 % | 20.244.327 $ | -940.067 $ | -4,4 % | 21.184.394 $ | +1.108.458 $ | +5,5 % |
| Goelzer Investment Management, Inc. | 21.104.461 $ | +388.899 $ | +1,9 % | 20.715.562 $ | +1.144.482 $ | +5,8 % | 19.571.080 $ | +1.063.091 $ | +5,7 % | 18.507.989 $ | +1.416.226 $ | +8,3 % |
| Insight Wealth Strategies, LLC | 216.113 $ | -20.576.356 $ | -99,0 % | 20.792.469 $ | +4.416.122 $ | +27,0 % | 16.376.347 $ | +15.784.743 $ | +2.668,1 % | 591.604 $ | +763 $ | +0,1 % |
| Moment Partners, LLC | 20.634.613 $ | +1.264.368 $ | +6,5 % | 19.370.245 $ | +138.343 $ | +0,7 % | ||||||
| Markowski Investments | 20.597.458 $ | |||||||||||
| SCOTIA CAPITAL INC. | 20.095.273 $ | -407.977 $ | -2,0 % | 20.503.250 $ | +19.654.632 $ | +2.316,1 % | 848.618 $ | -34.592 $ | -3,9 % | 883.210 $ | -114.634 $ | -11,5 % |
| Border to Coast Pensions Partnership Ltd | 5.045.000 $ | +498.000 $ | +11,0 % | 4.547.000 $ | -5.587.000 $ | -55,1 % | 10.134.000 $ | -10.178.000 $ | -50,1 % | 20.312.000 $ | -10.138.000 $ | -33,3 % |
| Fusion Capital, LLC | 20.221.870 $ | +182.932 $ | +0,9 % | 20.038.938 $ | +6.798.055 $ | +51,3 % | 13.240.883 $ | +3.778.841 $ | +39,9 % | 9.462.042 $ | +4.281.405 $ | +82,6 % |
| Steward Partners Investment Advisory, LLC | 20.182.341 $ | +2.962.732 $ | +17,2 % | 17.219.609 $ | +6.477.551 $ | +60,3 % | 10.742.058 $ | -309.837 $ | -2,8 % | 11.051.895 $ | -4.070.987 $ | -26,9 % |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 20.022.671 $ | +8.699.885 $ | +76,8 % | 11.322.786 $ | +395.337 $ | +3,6 % | 10.927.449 $ | +1.877.025 $ | +20,7 % | 9.050.424 $ | +2.779.689 $ | +44,3 % |
| Three Cord True Wealth Management, LLC | 19.943.135 $ | +526.960 $ | +2,7 % | 19.416.175 $ | +687.925 $ | +3,7 % | 18.728.250 $ | +2.040.004 $ | +12,2 % | 16.688.246 $ | +586.867 $ | +3,6 % |
| Great Point Wealth Advisors, LLC | 19.693.908 $ | +388.385 $ | +2,0 % | 19.305.523 $ | -188.698 $ | -1,0 % | 19.494.221 $ | +385.251 $ | +2,0 % | 19.108.970 $ | ||
| Interchange Capital Partners, LLC | 11.261.589 $ | +10.473.732 $ | +1.329,4 % | 787.857 $ | -17.296.184 $ | -95,6 % | 18.084.041 $ | -1.519.721 $ | -7,8 % | 19.603.762 $ | +2.587.726 $ | +15,2 % |
| Mraz, Amerine & Associates, Inc. | 290.902 $ | +4.117 $ | +1,4 % | 286.785 $ | +930 $ | +0,3 % | 285.855 $ | -19.205.594 $ | -98,5 % | 19.491.449 $ | +1.232.821 $ | +6,8 % |
| PARK AVENUE SECURITIES LLC | 19.490.000 $ | +18.578.000 $ | +2.037,1 % | 912.000 $ | -11.884.000 $ | -92,9 % | 12.796.000 $ | +10.670.000 $ | +501,9 % | 2.126.000 $ | +513.000 $ | +31,8 % |
| True North Advisors, LLC | 9.955.207 $ | -288.868 $ | -2,8 % | 10.244.075 $ | -9.225.922 $ | -47,4 % | 19.469.997 $ | +7.339.390 $ | +60,5 % | |||
| COURIER CAPITAL LLC | 2.353.612 $ | -14.447.818 $ | -86,0 % | 16.801.430 $ | -2.613.598 $ | -13,5 % | 19.415.028 $ | +4.380.326 $ | +29,1 % | 15.034.702 $ | +1.250.753 $ | +9,1 % |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 19.332.527 $ | +407.931 $ | +2,2 % | 18.924.596 $ | +170.546 $ | +0,9 % | 18.754.050 $ | +857.208 $ | +4,8 % | |||
| Cynosure Group, LLC | 8.102.318 $ | -2.528.158 $ | -23,8 % | 10.630.476 $ | -513.474 $ | -4,6 % | 11.143.950 $ | -8.150.494 $ | -42,2 % | 19.294.444 $ | +14.284.735 $ | +285,1 % |
| STANSBERRY ASSET MANAGEMENT, LLC | 19.209.207 $ | +1.811.302 $ | +10,4 % | 17.397.905 $ | -743.491 $ | -4,1 % | 18.141.396 $ | +8.853.941 $ | +95,3 % | 9.287.455 $ | -4.246.579 $ | -31,4 % |
| Aaron Wealth Advisors LLC | 431.235 $ | +1.025 $ | +0,2 % | 430.210 $ | -1.794 $ | -0,4 % | 432.004 $ | -18.594.327 $ | -97,7 % | 19.026.331 $ | +862.725 $ | +4,7 % |
| Medallion Wealth Advisors, LLC | 17.896.762 $ | -1.009.895 $ | -5,3 % | 18.906.657 $ | +1.450.019 $ | +8,3 % | 17.456.638 $ | +2.555.980 $ | +17,2 % | 14.900.658 $ | +1.941.258 $ | +15,0 % |
| Mason & Associates Inc | 18.813.574 $ | +1.594.773 $ | +9,3 % | 17.218.801 $ | -1.000.825 $ | -5,5 % | 18.219.626 $ | +862.347 $ | +5,0 % | 17.357.279 $ | +5.657.640 $ | +48,4 % |
| Geneos Wealth Management Inc. | 18.739.743 $ | +1.147.120 $ | +6,5 % | 17.592.623 $ | +912.087 $ | +5,5 % | 16.680.536 $ | -356.798 $ | -2,1 % | 17.037.334 $ | -2.969.829 $ | -14,8 % |
| CYPRESS FINANCIAL PLANNING LLC | 18.679.892 $ | |||||||||||
| Presidio Capital Management, LLC | 18.628.158 $ | +16.941.478 $ | +1.004,4 % | 1.686.680 $ | +58.567 $ | +3,6 % | 1.628.113 $ | -49.954 $ | -3,0 % | 1.678.067 $ | -971 $ | -0,1 % |
| Rothschild Wealth LLC | 18.602.854 $ | +2.943.358 $ | +18,8 % | 15.659.496 $ | +915.930 $ | +6,2 % | 14.743.566 $ | +6.301.005 $ | +74,6 % | 8.442.561 $ | +4.190.390 $ | +98,5 % |
| Sovereign Investment Advisors, LLC | 9.195.737 $ | -103.066 $ | -1,1 % | 9.298.803 $ | -3.690.243 $ | -28,4 % | 12.989.046 $ | -5.451.406 $ | -29,6 % | 18.440.452 $ | +100.823 $ | +0,5 % |
| Concurrent Investment Advisors, LLC | 18.327.093 $ | +2.491.324 $ | +15,7 % | 15.835.769 $ | +296.174 $ | +1,9 % | 15.539.595 $ | -80.283 $ | -0,5 % | 15.619.878 $ | +1.175.217 $ | +8,1 % |
| Addison Capital Co | 18.255.351 $ | +1.435.940 $ | +8,5 % | 16.819.411 $ | +10.088.732 $ | +149,9 % | 6.730.679 $ | |||||
| Symphony Financial Services, Inc. | 10.678.763 $ | +153.323 $ | +1,5 % | 10.525.440 $ | +8.351 $ | +0,1 % | 10.517.089 $ | -7.624.166 $ | -42,0 % | 18.141.255 $ | -1.193.226 $ | -6,2 % |
| COMPASS FINANCIAL MANAGEMENT LLC | 18.062.164 $ | |||||||||||
| Black Swift Group, LLC | 15.507.919 $ | -2.520.494 $ | -14,0 % | 18.028.413 $ | +7.204.293 $ | +66,6 % | 10.824.120 $ | +3.660.078 $ | +51,1 % | 7.164.042 $ | +1.252.936 $ | +21,2 % |
| Cornerstone Wealth Group, LLC | 15.614.656 $ | -2.325.407 $ | -13,0 % | 17.940.063 $ | +2.017.665 $ | +12,7 % | 15.922.398 $ | +810.961 $ | +5,4 % | 15.111.437 $ | -3.222.435 $ | -17,6 % |
| OneDigital Investment Advisors LLC | 17.893.079 $ | +12.164.858 $ | +212,4 % | 5.728.221 $ | +156.829 $ | +2,8 % | 5.571.392 $ | +17.891 $ | +0,3 % | 5.553.501 $ | +75.514 $ | +1,4 % |
| KINTRA WEALTH, LLC | 17.568.032 $ | +426.815 $ | +2,5 % | 17.141.217 $ | +542.356 $ | +3,3 % | 16.598.861 $ | +12.986.436 $ | +359,5 % | 3.612.425 $ | -554.199 $ | -13,3 % |
| Signal Advisors Wealth, LLC | 7.938.139 $ | -593.135 $ | -7,0 % | 8.531.274 $ | -8.993.492 $ | -51,3 % | 17.524.766 $ | +6.913.255 $ | +65,1 % | 10.611.511 $ | +5.406.681 $ | +103,9 % |
| SILVER OAK SECURITIES, INCORPORATED | 17.485.901 $ | +698.898 $ | +4,2 % | 16.787.003 $ | +907.903 $ | +5,7 % | 15.879.100 $ | +302.275 $ | +1,9 % | 15.576.825 $ | +173.358 $ | +1,1 % |
| NewEdge Advisors, LLC | 13.433.852 $ | +468.164 $ | +3,6 % | 12.965.688 $ | -1.119.200 $ | -7,9 % | 14.084.888 $ | -3.286.972 $ | -18,9 % | 17.371.860 $ | +778.447 $ | +4,7 % |
| Rise Advisors, LLC | 10.292.817 $ | +9.494.300 $ | +1.189,0 % | 798.517 $ | -1.140.164 $ | -58,8 % | 1.938.681 $ | -15.396.090 $ | -88,8 % | 17.334.771 $ | +1.311.199 $ | +8,2 % |
| Whipplewood Advisors, LLC | 16.489.984 $ | -823.495 $ | -4,8 % | 17.313.479 $ | +9.465.031 $ | +120,6 % | 7.848.448 $ | -599.617 $ | -7,1 % | 8.448.065 $ | +1.512.570 $ | +21,8 % |
| Tower Wealth Partners, Inc. | 17.099.044 $ | -112.939 $ | -0,7 % | 17.211.983 $ | +301.774 $ | +1,8 % | 16.910.209 $ | +422.908 $ | +2,6 % | 16.487.301 $ | +90.788 $ | +0,6 % |
| IFP Advisors, Inc | 17.184.530 $ | +5.659.749 $ | +49,1 % | 11.524.781 $ | +4.774.496 $ | +70,7 % | 6.750.285 $ | +662.589 $ | +10,9 % | 6.087.696 $ | +588.152 $ | +10,7 % |
| 1 NORTH WEALTH SERVICES LLC | 17.148.424 $ | +1.512.216 $ | +9,7 % | 15.636.208 $ | +101.927 $ | +0,7 % | 15.534.281 $ | +719.978 $ | +4,9 % | 14.814.303 $ | +38.187 $ | +0,3 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 16.983.000 $ | +2.949.000 $ | +21,0 % | |||||||||
| HEADINVEST, LLC | 16.689.699 $ | +1.542.790 $ | +10,2 % | 15.146.909 $ | +106.705 $ | +0,7 % | 15.040.204 $ | +2.716.681 $ | +22,0 % | 12.323.523 $ | +1.274.842 $ | +11,5 % |
| Per Stirling Capital Management, LLC. | 16.548.757 $ | +852.405 $ | +5,4 % | 15.696.352 $ | -946.043 $ | -5,7 % | 16.642.395 $ | +954.018 $ | +6,1 % | 15.688.377 $ | +1.102.687 $ | +7,6 % |
| Members Advisory Group LLC | 16.610.631 $ | -4.046.530 $ | -19,6 % | |||||||||
| WEBSTER BANK, N. A. | 16.499.235 $ | +514.469 $ | +3,2 % | 15.984.766 $ | +115.053 $ | +0,7 % | 15.869.713 $ | +685.035 $ | +4,5 % | 15.184.678 $ | +6.047.114 $ | +66,2 % |
| Savant Capital, LLC | 16.322.459 $ | +10.038.211 $ | +159,7 % | 6.284.248 $ | -443.291 $ | -6,6 % | 6.727.539 $ | -462.543 $ | -6,4 % | 7.190.082 $ | -123.245 $ | -1,7 % |
| HARBOR INVESTMENT ADVISORY, LLC | 16.310.518 $ | +1.395.380 $ | +9,4 % | 14.915.138 $ | +1.055.628 $ | +7,6 % | 13.859.510 $ | +2.948.254 $ | +27,0 % | 10.911.256 $ | +1.882.614 $ | +20,9 % |
| IVC Wealth Advisors LLC | 16.299.871 $ | +839.781 $ | +5,4 % | 15.460.090 $ | +1.086.759 $ | +7,6 % | 14.373.331 $ | +1.047.307 $ | +7,9 % | 13.326.024 $ | +2.270.456 $ | +20,5 % |
| Signature Wealth Management Partners, LLC | 13.484.647 $ | -2.631.397 $ | -16,3 % | 16.116.044 $ | +389.748 $ | +2,5 % | 15.726.296 $ | +677.652 $ | +4,5 % | 15.048.644 $ | +795.529 $ | +5,6 % |
| Asio Capital, LLC | 15.633.721 $ | -448.326 $ | -2,8 % | 16.082.047 $ | +31.287 $ | +0,2 % | 16.050.760 $ | +713.998 $ | +4,7 % | 15.336.762 $ | +3.639.394 $ | +31,1 % |
| Fortis Capital Management LLC | 12.956.183 $ | +1.167.038 $ | +9,9 % | 11.789.145 $ | -4.158.336 $ | -26,1 % | 15.947.481 $ | +1.163.007 $ | +7,9 % | 14.784.474 $ | +3.510.970 $ | +31,1 % |
| Weaver Consulting Group | 15.859.914 $ | +841.430 $ | +5,6 % | 15.018.484 $ | -43.914 $ | -0,3 % | 15.062.398 $ | -548.201 $ | -3,5 % | 15.610.599 $ | +2.512.594 $ | +19,2 % |
| Crumly & Associates Inc. | 13.940.339 $ | +299.740 $ | +2,2 % | 13.640.599 $ | -289.407 $ | -2,1 % | 13.930.006 $ | -1.914.289 $ | -12,1 % | 15.844.295 $ | +646.898 $ | +4,3 % |
| STEPHENS INC /AR/ | 15.806.595 $ | +8.176.936 $ | +107,2 % | 7.629.659 $ | -116.592 $ | -1,5 % | 7.746.251 $ | +855.744 $ | +12,4 % | 6.890.507 $ | +14.896 $ | +0,2 % |
| Focused Wealth Management, Inc | 15.632.929 $ | +1.668.449 $ | +11,9 % | 13.964.480 $ | +635.267 $ | +4,8 % | 13.329.213 $ | +1.276.790 $ | +10,6 % | 12.052.423 $ | +1.255.863 $ | +11,6 % |
| World Investment Advisors | 15.554.190 $ | +1.562.999 $ | +11,2 % | 13.991.191 $ | +1.485.021 $ | +11,9 % | 12.506.170 $ | +321.735 $ | +2,6 % | |||
| JONES FINANCIAL COMPANIES LLLP | 15.552.469 $ | +5.707.342 $ | +58,0 % | 9.845.127 $ | +1.272.299 $ | +14,8 % | 8.572.828 $ | +2.011.618 $ | +30,7 % | 6.561.210 $ | +3.705.304 $ | +129,7 % |
| Alliance Wealth Advisors, LLC /UT | 15.403.186 $ | +15.153.978 $ | +6.080,9 % | 249.208 $ | -42.117 $ | -14,5 % | 291.325 $ | +28.795 $ | +11,0 % | |||
| Cadent Capital Advisors, LLC | 15.047.153 $ | -169.489 $ | -1,1 % | 15.216.642 $ | +3.194.764 $ | +26,6 % | 12.021.878 $ | +9.341.774 $ | +348,6 % | 2.680.104 $ | ||
| Fourth Dimension Wealth, LLC | 14.450.606 $ | -713.535 $ | -4,7 % | 15.164.141 $ | +270.361 $ | +1,8 % | 14.893.780 $ | +457.885 $ | +3,2 % | 14.435.895 $ | +1.515.101 $ | +11,7 % |
| Facet Wealth, Inc. | 14.851.533 $ | +6.345.450 $ | +74,6 % | 8.506.083 $ | +1.852.350 $ | +27,8 % | 6.653.733 $ | +4.276.417 $ | +179,9 % | 2.377.316 $ | +1.375.179 $ | +137,2 % |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 14.679.158 $ | -49.939 $ | -0,3 % | 14.729.097 $ | +163.379 $ | +1,1 % | ||||||
| LINCOLN CAPITAL CORP | 6.346.602 $ | +199.029 $ | +3,2 % | 6.147.573 $ | -91.841 $ | -1,5 % | 6.239.414 $ | -8.485.217 $ | -57,6 % | 14.724.631 $ | +547.912 $ | +3,9 % |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 14.641.998 $ | +4.318.465 $ | +41,8 % | 10.323.533 $ | ||||||||
| MAI Capital Management | 14.597.569 $ | +794.303 $ | +5,8 % | 13.803.266 $ | +1.343.134 $ | +10,8 % | 12.460.132 $ | +1.788.840 $ | +16,8 % | 10.671.292 $ | +1.515.883 $ | +16,6 % |
| Quaker Wealth Management, LLC | 13.713.229 $ | -710.381 $ | -4,9 % | 14.423.610 $ | +254.550 $ | +1,8 % | 14.169.060 $ | +157.024 $ | +1,1 % | 14.012.036 $ | +1.206.961 $ | +9,4 % |
| CARY STREET PARTNERS FINANCIAL LLC | 14.416.820 $ | +4.880.089 $ | +51,2 % | 9.536.731 $ | +2.897.613 $ | +43,6 % | 6.639.118 $ | +4.543.634 $ | +216,8 % | 2.095.484 $ | +31.597 $ | +1,5 % |
| NBZ Investment Advisors LLC | 13.846.844 $ | -568.746 $ | -3,9 % | 14.415.590 $ | +224.735 $ | +1,6 % | 14.190.855 $ | +1.678.391 $ | +13,4 % | 12.512.464 $ | -133.653 $ | -1,1 % |
| 360 Financial, Inc. | 14.181.767 $ | |||||||||||
| PFG Advisors | 3.591.788 $ | -10.570.036 $ | -74,6 % | 14.161.824 $ | +2.442.904 $ | +20,8 % | 11.718.920 $ | -54.887 $ | -0,5 % | 11.773.807 $ | +1.203.444 $ | +11,4 % |
| CASTLE WEALTH MANAGEMENT LLC | 14.013.430 $ | +2.157 $ | +0,0 % | 14.011.273 $ | +1.393.862 $ | +11,0 % | 12.617.411 $ | +1.577.289 $ | +14,3 % | 11.040.122 $ | +8.003.445 $ | +263,6 % |
| JANE STREET GROUP, LLC | 13.948.104 $ | +11.679.852 $ | +514,9 % | 2.268.252 $ | +1.760.146 $ | +346,4 % | 508.106 $ | -1.359.021 $ | -72,8 % | 1.867.127 $ | -1.488.029 $ | -44,4 % |
| Financial Security Advisor, Inc. | 13.835.091 $ | +527.044 $ | +4,0 % | 13.308.047 $ | ||||||||
| Total Clarity Wealth Management, Inc. | 13.796.009 $ | +6.054.151 $ | +78,2 % | 7.741.858 $ | -2.171.726 $ | -21,9 % | 9.913.584 $ | +1.000.301 $ | +11,2 % | 8.913.283 $ | +2.209.054 $ | +33,0 % |
| McCarthy & Cox | 335.909 $ | -13.431.434 $ | -97,6 % | 13.767.343 $ | +884.011 $ | +6,9 % | ||||||
| Advisory Services Network, LLC | 13.763.437 $ | +3.206.819 $ | +30,4 % | 10.556.618 $ | +474.211 $ | +4,7 % | 10.082.407 $ | +537.465 $ | +5,6 % | 9.544.942 $ | +1.009.440 $ | +11,8 % |
| Mutual Advisors, LLC | 12.195.023 $ | -252.431 $ | -2,0 % | 12.447.454 $ | -1.304.510 $ | -9,5 % | 13.751.964 $ | +744.891 $ | +5,7 % | |||
| Scarborough Advisors, LLC | 13.215.693 $ | -521.815 $ | -3,8 % | 13.737.508 $ | +263.845 $ | +2,0 % | 13.473.663 $ | +353.286 $ | +2,7 % | 13.120.377 $ | +1.314.333 $ | +11,1 % |
| RFG Advisory, LLC | 10.365.369 $ | -1.490.992 $ | -12,6 % | 11.856.361 $ | -1.081.950 $ | -8,4 % | 12.938.311 $ | -687.159 $ | -5,0 % | 13.625.470 $ | -6.321.529 $ | -31,7 % |
| Nilsine Partners, LLC | 11.969.260 $ | -329.418 $ | -2,7 % | 12.298.678 $ | -1.243.227 $ | -9,2 % | 13.541.905 $ | +1.612.054 $ | +13,5 % | 11.929.851 $ | +4.339.985 $ | +57,2 % |
| State of New Jersey Common Pension Fund D | 13.341.813 $ | -10.613.337 $ | -44,3 % | |||||||||
| SSI INVESTMENT MANAGEMENT LLC | 13.195.110 $ | +2.371.151 $ | +21,9 % | 10.823.959 $ | -57.369 $ | -0,5 % | 10.881.328 $ | +140.393 $ | +1,3 % | 10.740.935 $ | +112.664 $ | +1,1 % |
| Magnus Financial Group LLC | 1.539.011 $ | -404.325 $ | -20,8 % | 1.943.336 $ | -6.142.441 $ | -76,0 % | 8.085.777 $ | -5.047.951 $ | -38,4 % | 13.133.728 $ | -83.692 $ | -0,6 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 12.815.295 $ | +256.506 $ | +2,0 % | 12.558.789 $ | -2.098 $ | -0,0 % | 12.560.887 $ | -566.459 $ | -4,3 % | 13.127.346 $ | +10.367.693 $ | +375,7 % |
| CHANNEL WEALTH LLC | 4.590.743 $ | -8.527.185 $ | -65,0 % | 13.117.928 $ | +2.130.048 $ | +19,4 % | 10.987.880 $ | +2.353.905 $ | +27,3 % | 8.633.975 $ | +3.280.893 $ | +61,3 % |
| Clearview Wealth Management LLC | 11.230.264 $ | -1.823.953 $ | -14,0 % | 13.054.217 $ | ||||||||
| Bleakley Financial Group, LLC | 10.285.401 $ | -2.585.807 $ | -20,1 % | 12.871.208 $ | +11.414.602 $ | +783,6 % | 1.456.606 $ | -121.493 $ | -7,7 % | 1.578.099 $ | +157.040 $ | +11,1 % |
| Auour Investments LLC | 8.852.207 $ | -3.833.642 $ | -30,2 % | 12.685.849 $ | +1.885.071 $ | +17,5 % | 10.800.778 $ | +1.193.139 $ | +12,4 % | 9.607.639 $ | +4.818.405 $ | +100,6 % |
| WT Wealth Management | 10.082.897 $ | -387.870 $ | -3,7 % | 10.470.767 $ | -965.934 $ | -8,4 % | 11.436.701 $ | -1.177.179 $ | -9,3 % | 12.613.880 $ | -382.542 $ | -2,9 % |
| CENTAURUS FINANCIAL, INC. | 12.573.000 $ | +185.000 $ | +1,5 % | 12.388.000 $ | +2.676.000 $ | +27,6 % | 9.712.000 $ | +305.000 $ | +3,2 % | 9.407.000 $ | +198.000 $ | +2,2 % |
| Santori & Peters, Inc. | 12.478.071 $ | +39.923 $ | +0,3 % | 12.438.148 $ | -61.341 $ | -0,5 % | 12.499.489 $ | -34.180 $ | -0,3 % | 12.533.669 $ | +1.150.133 $ | +10,1 % |
| Ameritas Investment Partners, Inc. | 12.530.184 $ | +714.187 $ | +6,0 % | 11.815.997 $ | +529.337 $ | +4,7 % | 11.286.660 $ | +747.969 $ | +7,1 % | 10.538.691 $ | +859.087 $ | +8,9 % |
| TPG Financial Advisors, LLC | 9.961.929 $ | -2.549.324 $ | -20,4 % | 12.511.253 $ | +938.043 $ | +8,1 % | 11.573.210 $ | +2.804.926 $ | +32,0 % | 8.768.284 $ | +813.018 $ | +10,2 % |
| MRA Advisory Group | 12.492.461 $ | +280.431 $ | +2,3 % | 12.212.030 $ | +726.798 $ | +6,3 % | 11.485.232 $ | -337.887 $ | -2,9 % | 11.823.119 $ | +1.029.871 $ | +9,5 % |
| Seneca House Advisors | 12.428.416 $ | +5.742.510 $ | +85,9 % | 6.685.906 $ | +76.394 $ | +1,2 % | 6.609.512 $ | +26.331 $ | +0,4 % | 6.583.181 $ | +2.780.386 $ | +73,1 % |
| Lionshead Wealth Management, LLC | 12.289.866 $ | -28.903 $ | -0,2 % | 12.318.769 $ | +3.599.394 $ | +41,3 % | 8.719.375 $ | +2.195.147 $ | +33,6 % | 6.524.228 $ | +3.343.669 $ | +105,1 % |
| Petix & Botte Co | 10.680.480 $ | -1.601.104 $ | -13,0 % | 12.281.584 $ | +1.000.974 $ | +8,9 % | 11.280.610 $ | +1.444.536 $ | +14,7 % | 9.836.074 $ | +1.265.510 $ | +14,8 % |
| RiverTree Advisors, LLC | 11.740.382 $ | -10.949 $ | -0,1 % | 11.751.331 $ | -502.382 $ | -4,1 % | 12.253.713 $ | +315.843 $ | +2,6 % | 11.937.870 $ | +169.960 $ | +1,4 % |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 12.239.106 $ | +92.720 $ | +0,8 % | 12.146.386 $ | +1.821.156 $ | +17,6 % | 10.325.230 $ | +4.567.223 $ | +79,3 % | 5.758.007 $ | +4.561.373 $ | +381,2 % |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 11.952.278 $ | -235.519 $ | -1,9 % | 12.187.797 $ | +2.982.711 $ | +32,4 % | 9.205.086 $ | |||||
| CHOREO, LLC | 12.138.911 $ | +623.611 $ | +5,4 % | 11.515.300 $ | +10.283.441 $ | +834,8 % | 1.231.859 $ | +407.751 $ | +49,5 % | 824.108 $ | +109.599 $ | +15,3 % |
| SMITH, MOORE & CO. | 11.953.248 $ | -163.493 $ | -1,3 % | 12.116.741 $ | +2.869.824 $ | +31,0 % | 9.246.917 $ | -467.721 $ | -4,8 % | 9.714.638 $ | -6.118.829 $ | -38,6 % |
| EPIQ PARTNERS, LLC | 11.779.427 $ | -305.594 $ | -2,5 % | 12.085.021 $ | +175.099 $ | +1,5 % | 11.909.922 $ | +99.359 $ | +0,8 % | 11.810.563 $ | +1.770.299 $ | +17,6 % |
| DENVER WEALTH MANAGEMENT, INC. | 2.207.291 $ | -34.195 $ | -1,5 % | 2.241.486 $ | -9.823.884 $ | -81,4 % | 12.065.370 $ | +1.441.194 $ | +13,6 % | 10.624.176 $ | +301.572 $ | +2,9 % |
| a16z Perennial Management, L.P. | 10.964.156 $ | -981.208 $ | -8,2 % | 11.945.364 $ | -44.566 $ | -0,4 % | 11.989.930 $ | |||||
| BIP Wealth, LLC | 8.663.334 $ | -741.981 $ | -7,9 % | 9.405.315 $ | -2.536.262 $ | -21,2 % | 11.941.577 $ | |||||
| White Pine Investment CO | 11.894.000 $ | +766.000 $ | +6,9 % | 11.128.000 $ | +1.241.000 $ | +12,6 % | 9.887.000 $ | +5.126.000 $ | +107,7 % | 4.761.000 $ | ||
| Stonebridge Financial Group, LLC/CA | 11.890.000 $ | |||||||||||
| CreativeOne Wealth, LLC | 11.774.063 $ | +2.941.325 $ | +33,3 % | 8.832.738 $ | +330.545 $ | +3,9 % | 8.502.193 $ | +1.105.150 $ | +14,9 % | 7.397.043 $ | +868.102 $ | +13,3 % |
| Bellars Harris Wealth Management, LLC | 11.762.133 $ | |||||||||||
| FIFTH THIRD BANCORP | 11.752.219 $ | +247.865 $ | +2,2 % | 11.504.354 $ | +8.990.528 $ | +357,6 % | 2.513.826 $ | +47.944 $ | +1,9 % | 2.465.882 $ | +131.382 $ | +5,6 % |
| Buck Wealth Strategies, LLC | 10.308.485 $ | +180.254 $ | +1,8 % | 10.128.231 $ | -1.607.756 $ | -13,7 % | 11.735.987 $ | +2.809.514 $ | +31,5 % | 8.926.473 $ | +307.070 $ | +3,6 % |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 9.985.952 $ | +51.376 $ | +0,5 % | 9.934.576 $ | -1.638.560 $ | -14,2 % | 11.573.136 $ | |||||
| IFG Advisory, LLC | 11.555.666 $ | +676.865 $ | +6,2 % | 10.878.801 $ | +539.116 $ | +5,2 % | ||||||
| NATIONAL BANK OF CANADA /FI/ | 63.693 $ | +164 $ | +0,3 % | 63.529 $ | -523.452 $ | -89,2 % | 586.981 $ | -10.926.266 $ | -94,9 % | 11.513.247 $ | +10.984.451 $ | +2.077,3 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10.272.696 $ | -1.173.599 $ | -10,3 % | 11.446.295 $ | +9.747.266 $ | +573,7 % | 1.699.029 $ | |||||
| Denver PWM, LLC | 9.560.321 $ | +61.489 $ | +0,6 % | 9.498.832 $ | -1.937.914 $ | -16,9 % | 11.436.746 $ | +0 $ | +0,0 % | 11.436.746 $ | +0 $ | +0,0 % |
| Split Rock Private Trading & Wealth Management, LLC | 6.541.452 $ | -4.850.834 $ | -42,6 % | 11.392.286 $ | +160.681 $ | +1,4 % | 11.231.605 $ | |||||
| Northland Capital Management LLC | 11.295.498 $ | +577.385 $ | +5,4 % | 10.718.113 $ | +494.777 $ | +4,8 % | 10.223.336 $ | +2.986.431 $ | +41,3 % | |||
| Orion Porfolio Solutions, LLC | 11.243.888 $ | +3.194.924 $ | +39,7 % | 8.048.964 $ | -1.272.903 $ | -13,7 % | 9.321.867 $ | +2.629.448 $ | +39,3 % | 6.692.419 $ | -6.305.611 $ | -48,5 % |
| Capital Investment Advisory Services, LLC | 4.276.640 $ | -392.434 $ | -8,4 % | 4.669.074 $ | -6.484.739 $ | -58,1 % | 11.153.813 $ | +1.477.624 $ | +15,3 % | 9.676.189 $ | +4.183.980 $ | +76,2 % |
| Atlas Wealth LLC | 4.102.847 $ | -2.093.236 $ | -33,8 % | 6.196.083 $ | -3.627.931 $ | -36,9 % | 9.824.014 $ | -1.317.931 $ | -11,8 % | 11.141.945 $ | +1.291.162 $ | +13,1 % |
| eCIO, Inc. | 11.125.404 $ | +970.887 $ | +9,6 % | 10.154.517 $ | +1.468.336 $ | +16,9 % | 8.686.181 $ | +2.925.299 $ | +50,8 % | |||
| Beacon Harbor Wealth Advisors, Inc. | 11.120.510 $ | +1.586.369 $ | +16,6 % | 9.534.141 $ | +385.958 $ | +4,2 % | 9.148.183 $ | +614.674 $ | +7,2 % | 8.533.509 $ | +493.459 $ | +6,1 % |
| CPC Advisors, LLC | 10.943.892 $ | +2.427 $ | +0,0 % | 10.941.465 $ | +5.236.759 $ | +91,8 % | ||||||
| Vestmark Advisory Solutions, Inc. | 4.467.356 $ | +952.705 $ | +27,1 % | 3.514.651 $ | -7.420.648 $ | -67,9 % | 10.935.299 $ | +9.731.965 $ | +808,8 % | 1.203.334 $ | ||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10.918.344 $ | +1.065.533 $ | +10,8 % | 9.852.811 $ | +458.833 $ | +4,9 % | 9.393.978 $ | -266.590 $ | -2,8 % | 9.660.568 $ | -617.904 $ | -6,0 % |
| Hennion & Walsh Asset Management, Inc. | 10.801.382 $ | +291.881 $ | +2,8 % | 10.509.501 $ | +99.782 $ | +1,0 % | 10.409.719 $ | +487.358 $ | +4,9 % | 9.922.361 $ | -4.246.836 $ | -30,0 % |
| Compass Financial Group, Inc. | 10.576.393 $ | -25.434 $ | -0,2 % | 10.601.827 $ | -113.394 $ | -1,1 % | 10.715.221 $ | -63.697 $ | -0,6 % | 10.778.918 $ | -325.487 $ | -2,9 % |
| COMERICA BANK | 8.783.047 $ | -1.924.793 $ | -18,0 % | 10.707.840 $ | +1.298.300 $ | +13,8 % | ||||||
| Visionary Wealth Advisors | 6.191.182 $ | -3.678.965 $ | -37,3 % | 9.870.147 $ | -818.287 $ | -7,7 % | 10.688.434 $ | +3.061.481 $ | +40,1 % | 7.626.953 $ | +7.317.124 $ | +2.361,7 % |
| Paragon Advisors, LLC | 9.854.009 $ | -39.145 $ | -0,4 % | 9.893.154 $ | -754.135 $ | -7,1 % | 10.647.289 $ | +176.650 $ | +1,7 % | 10.470.639 $ | +1.462.463 $ | +16,2 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 3.753.555 $ | +373.525 $ | +11,1 % | 3.380.030 $ | -7.090.640 $ | -67,7 % | 10.470.670 $ | +266.096 $ | +2,6 % | 10.204.574 $ | +10.091.655 $ | +8.937,1 % |
| Strategic Blueprint, LLC | 207.564 $ | -10.230.627 $ | -98,0 % | 10.438.191 $ | +542.815 $ | +5,5 % | ||||||
| OPPENHEIMER & CO INC | 8.905.745 $ | +523.420 $ | +6,2 % | 8.382.325 $ | -1.130.357 $ | -11,9 % | 9.512.682 $ | -861.977 $ | -8,3 % | 10.374.659 $ | +918.411 $ | +9,7 % |
| BANK OF MONTREAL /CAN/ | 10.343.430 $ | +2.433.199 $ | +30,8 % | 7.910.231 $ | +774.012 $ | +10,8 % | 7.136.219 $ | +4.563.472 $ | +177,4 % | 2.572.747 $ | +492.222 $ | +23,7 % |
| VISTA INVESTMENT MANAGEMENT | 10.293.277 $ | +617.370 $ | +6,4 % | 9.675.907 $ | +237.546 $ | +2,5 % | 9.438.361 $ | +562.696 $ | +6,3 % | 8.875.665 $ | +697.879 $ | +8,5 % |
| Diversify Advisory Services, LLC | 10.272.696 $ | +5.112.476 $ | +99,1 % | 5.160.220 $ | -175.145 $ | -3,3 % | 5.335.365 $ | -644.651 $ | -10,8 % | |||
| Ifrah Financial Services, Inc. | 10.103.608 $ | +120.863 $ | +1,2 % | 9.982.745 $ | -150.559 $ | -1,5 % | 10.133.304 $ | +119.566 $ | +1,2 % | 10.013.738 $ | +85.122 $ | +0,9 % |
| Northeast Financial Group, Inc. | 10.108.506 $ | +1.314.390 $ | +14,9 % | 8.794.116 $ | +1.203.368 $ | +15,9 % | 7.590.748 $ | +1.456.646 $ | +23,7 % | |||
| Ballast Rock Private Wealth LLC | 10.087.736 $ | +5.909.249 $ | +141,4 % | 4.178.487 $ | +1.348.526 $ | +47,7 % | 2.829.961 $ | |||||
| Innova Wealth Partners | 10.086.598 $ | +1.806.664 $ | +21,8 % | 8.279.934 $ | +2.456.842 $ | +42,2 % | 5.823.092 $ | +1.138.910 $ | +24,3 % | 4.684.182 $ | +742.928 $ | +18,9 % |
| CITIGROUP INC | 6.055.457 $ | -4.018.995 $ | -39,9 % | 10.074.452 $ | +10.073.995 $ | +2.204.375,3 % | 457 $ | -4.369.365 $ | -100,0 % | 4.369.822 $ | +4.369.771 $ | +8.568.178,4 % |
| AQR CAPITAL MANAGEMENT LLC | 7.590.944 $ | +662.670 $ | +9,6 % | 6.928.274 $ | -3.142.868 $ | -31,2 % | 10.071.142 $ | +5.095.250 $ | +102,4 % | 4.975.892 $ | +152.399 $ | +3,2 % |
| HCR Wealth Advisors | 10.052.457 $ | +1.133.491 $ | +12,7 % | 8.918.966 $ | +752.669 $ | +9,2 % | 8.166.297 $ | +315.743 $ | +4,0 % | 7.850.554 $ | +1.105.120 $ | +16,4 % |
| Three Magnolias Financial Advisors, LLC | 8.503.984 $ | -1.041.745 $ | -10,9 % | 9.545.729 $ | +748.608 $ | +8,5 % | 8.797.121 $ | -907.826 $ | -9,4 % | 9.704.947 $ | +646.119 $ | +7,1 % |
| Westover Capital Advisors, LLC | 9.657.020 $ | +440.469 $ | +4,8 % | 9.216.551 $ | +870.143 $ | +10,4 % | 8.346.408 $ | +799.840 $ | +10,6 % | 7.546.568 $ | +686.133 $ | +10,0 % |
| Stonebridge Financial Group, LLC | 9.555.005 $ | +697.523 $ | +7,9 % | 8.857.482 $ | +513.913 $ | +6,2 % | 8.343.569 $ | +976.249 $ | +13,3 % | 7.367.320 $ | +566.335 $ | +8,3 % |
| Apollon Financial, LLC | 9.521.664 $ | +687.110 $ | +7,8 % | 8.834.554 $ | +1.125.876 $ | +14,6 % | 7.708.678 $ | +734.676 $ | +10,5 % | 6.974.002 $ | +1.502.187 $ | +27,5 % |
| Comprehensive Financial Planning, Inc./PA | 9.517.849 $ | +113.575 $ | +1,2 % | 9.404.274 $ | +1.993 $ | +0,0 % | 9.402.281 $ | -4.651 $ | -0,0 % | 9.406.932 $ | +31.377 $ | +0,3 % |
| Align Financial, LLC | 9.450.000 $ | |||||||||||
| Sovran Advisors, LLC | 9.398.254 $ | +1.982.330 $ | +26,7 % | 7.415.924 $ | -726.253 $ | -8,9 % | 8.142.177 $ | -211.517 $ | -2,5 % | 8.353.694 $ | +48.498 $ | +0,6 % |
| Magnolia Private Wealth, LLC | 4.013.506 $ | -3.000.522 $ | -42,8 % | 7.014.028 $ | -2.308.319 $ | -24,8 % | 9.322.347 $ | +176.000 $ | +1,9 % | 9.146.347 $ | -585.658 $ | -6,0 % |
| GPS Wealth Strategies Group, LLC | 406.706 $ | -8.836.499 $ | -95,6 % | 9.243.205 $ | +252.482 $ | +2,8 % | ||||||
| Kovack Advisors, Inc. | 9.063.771 $ | +3.139.797 $ | +53,0 % | 5.923.974 $ | +5.499.507 $ | +1.295,6 % | 424.467 $ | +87.457 $ | +26,0 % | 337.010 $ | +856 $ | +0,3 % |
| Kingsview Wealth Management, LLC | 8.575.014 $ | +934.671 $ | +12,2 % | 7.640.343 $ | -1.374.830 $ | -15,3 % | 9.015.173 $ | +271.846 $ | +3,1 % | 8.743.327 $ | +1.056.070 $ | +13,7 % |
| WEALTH ALLIANCE, LLC | 8.950.168 $ | +3.228.210 $ | +56,4 % | 5.721.958 $ | +1.177.618 $ | +25,9 % | 4.544.340 $ | +837.498 $ | +22,6 % | 3.706.842 $ | -159.403 $ | -4,1 % |
| Generation Capital Management LLC | 8.934.963 $ | +352.116 $ | +4,1 % | 8.582.847 $ | +173.012 $ | +2,1 % | 8.409.835 $ | +713.009 $ | +9,3 % | 7.696.826 $ | +38.600 $ | +0,5 % |
| STERLING INVESTMENT MANAGEMENT, LLC | 8.925.723 $ | |||||||||||
| Miller Global Investments, LLC | 4.287.045 $ | -4.571.528 $ | -51,6 % | 8.858.573 $ | -40.290 $ | -0,5 % | 8.898.863 $ | |||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 3.931.721 $ | -1.760.498 $ | -30,9 % | 5.692.219 $ | -3.192.031 $ | -35,9 % | 8.884.250 $ | +1.143.213 $ | +14,8 % | |||
| BROWN WEALTH MANAGEMENT, LLC | 8.863.243 $ | +3.492.967 $ | +65,0 % | 5.370.276 $ | -2.712.401 $ | -33,6 % | 8.082.677 $ | +684.935 $ | +9,3 % | 7.397.742 $ | +655.340 $ | +9,7 % |
| Gotham Asset Management, LLC | 8.816.316 $ | +1.808.558 $ | +25,8 % | 7.007.758 $ | +994.594 $ | +16,5 % | 6.013.164 $ | +2.505.273 $ | +71,4 % | |||
| VIAWEALTH, LLC | 8.796.749 $ | +403.070 $ | +4,8 % | 8.393.679 $ | -345.746 $ | -4,0 % | 8.739.425 $ | +2.874.052 $ | +49,0 % | 5.865.373 $ | +2.417.741 $ | +70,1 % |
| Coral Wealth Management, LLC | 8.753.249 $ | |||||||||||
| RB Capital Management, LLC | 8.531.081 $ | -213.080 $ | -2,4 % | 8.744.161 $ | +1.300.244 $ | +17,5 % | 7.443.917 $ | -145.376 $ | -1,9 % | 7.589.293 $ | -155.819 $ | -2,0 % |
| HALL CAPITAL MANAGEMENT CO INC | 8.720.863 $ | +472.934 $ | +5,7 % | 8.247.929 $ | +720.860 $ | +9,6 % | 7.527.069 $ | +42.510 $ | +0,6 % | |||
| Westwood Wealth Management | 8.719.375 $ | |||||||||||
| Transamerica Financial Advisors, LLC | 7.589.127 $ | -477.402 $ | -5,9 % | 8.066.529 $ | -444.405 $ | -5,2 % | 8.510.934 $ | -179.639 $ | -2,1 % | 8.690.573 $ | -8.000 $ | -0,1 % |
| VestGen Advisors, LLC | 8.592.890 $ | +545.763 $ | +6,8 % | 8.047.127 $ | +889.579 $ | +12,4 % | 7.157.548 $ | -245.948 $ | -3,3 % | 7.403.496 $ | +1.788.821 $ | +31,9 % |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 1.069.227 $ | -7.129.983 $ | -87,0 % | 8.199.210 $ | -380.776 $ | -4,4 % | 8.579.986 $ | +2.372.434 $ | +38,2 % | 6.207.552 $ | +1.550.351 $ | +33,3 % |
| Atlas Private Wealth Advisors | 1.766.522 $ | -6.731.931 $ | -79,2 % | 8.498.453 $ | -10.957 $ | -0,1 % | 8.509.410 $ | +587.705 $ | +7,4 % | 7.921.705 $ | -3.251.045 $ | -29,1 % |
| PENNINGTON PARTNERS & CO., LLC | 8.178.908 $ | -245.598 $ | -2,9 % | 8.424.506 $ | +5.997.526 $ | +247,1 % | 2.426.980 $ | -9.596 $ | -0,4 % | 2.436.576 $ | +187.387 $ | +8,3 % |
| Regent Peak Wealth Advisors LLC | 8.364.430 $ | +1.528 $ | +0,0 % | 8.362.902 $ | +181.233 $ | +2,2 % | 8.181.669 $ | -205.867 $ | -2,5 % | 8.387.536 $ | ||
| Westview Management dba Westview Investment Advisors | 7.274.507 $ | -281.935 $ | -3,7 % | 7.556.442 $ | -761.043 $ | -9,1 % | 8.317.485 $ | |||||
| E6 Portfolios, LLC | 8.293.773 $ | +1.031.622 $ | +14,2 % | 7.262.151 $ | +937.723 $ | +14,8 % | 6.324.428 $ | |||||
| COUNTRY CLUB BANK | 8.260.534 $ | -225.220 $ | -2,7 % | |||||||||
| U.S. Capital Wealth Advisors, LLC | 6.783.009 $ | -529.748 $ | -7,2 % | 7.312.757 $ | -936.274 $ | -11,4 % | 8.249.031 $ | -11.524.372 $ | -58,3 % | |||
| AssuredPartners Investment Advisors, LLC | 8.237.126 $ | +741.467 $ | +9,9 % | 7.495.659 $ | ||||||||
| Traub Capital Management LLC | 8.235.394 $ | +990.572 $ | +13,7 % | 7.244.822 $ | +781.467 $ | +12,1 % | 6.463.355 $ | +1.442.978 $ | +28,7 % | 5.020.377 $ | +1.351.044 $ | +36,8 % |
| OLD MISSION CAPITAL LLC | 8.206.226 $ | +1.910.502 $ | +30,3 % | 6.295.724 $ | +5.883.235 $ | +1.426,3 % | 412.489 $ | -1.092.677 $ | -72,6 % | 1.505.166 $ | ||
| Ehrenkranz Partners L.P. | 266.688 $ | +634 $ | +0,2 % | 266.054 $ | -1.110 $ | -0,4 % | 267.164 $ | -7.921.670 $ | -96,7 % | 8.188.834 $ | ||
| Johnson Financial Group, LLC | 8.183.037 $ | +7.938.911 $ | +3.252,0 % | 244.126 $ | ||||||||
| Brown Financial Advisors | 8.118.058 $ | +372.214 $ | +4,8 % | 7.745.844 $ | -72.297 $ | -0,9 % | 7.818.141 $ | +436.755 $ | +5,9 % | |||
| Kelly Financial Services LLC | 6.524.635 $ | -1.531.963 $ | -19,0 % | 8.056.598 $ | +2.362.621 $ | +41,5 % | 5.693.977 $ | +1.007.600 $ | +21,5 % | 4.686.377 $ | +892.237 $ | +23,5 % |
| Blackhawk Capital Partners, LLC | 5.521.943 $ | +675.237 $ | +13,9 % | 4.846.706 $ | +175.437 $ | +3,8 % | 4.671.269 $ | -3.382.794 $ | -42,0 % | 8.054.063 $ | +915.568 $ | +12,8 % |
| Aureum Wealth Management, LLC | 4.327.245 $ | -3.724.377 $ | -46,3 % | 8.051.622 $ | +1.629.635 $ | +25,4 % | 6.421.987 $ | |||||
| GENESIS PRIVATE WEALTH, LLC | 7.982.912 $ | +384.903 $ | +5,1 % | 7.598.009 $ | -10.132 $ | -0,1 % | 7.608.141 $ | +898.485 $ | +13,4 % | 6.709.656 $ | ||
| YARGER WEALTH STRATEGIES, LLC | 7.853.991 $ | -34.019 $ | -0,4 % | 7.888.010 $ | +1.397.199 $ | +21,5 % | 6.490.811 $ | +314.412 $ | +5,1 % | 6.176.399 $ | +602.059 $ | +10,8 % |
| Seed Wealth Management, Inc. | 7.689.564 $ | -39.800 $ | -0,5 % | 7.729.364 $ | -113.403 $ | -1,4 % | 7.842.767 $ | +1.013.109 $ | +14,8 % | 6.829.658 $ | +172.253 $ | +2,6 % |
| Bulwark Capital Corp | 6.655.495 $ | -1.166.740 $ | -14,9 % | 7.822.235 $ | +495.021 $ | +6,8 % | 7.327.214 $ | -61.757 $ | -0,8 % | 7.388.971 $ | +557.703 $ | +8,2 % |
| Meridian Wealth Management, LLC | 7.748.673 $ | +799.899 $ | +11,5 % | 6.948.774 $ | +359.281 $ | +5,5 % | 6.589.493 $ | +5.330.339 $ | +423,3 % | 1.259.154 $ | -16.714 $ | -1,3 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 623.602 $ | -528.158 $ | -45,9 % | 1.151.760 $ | -1.239.591 $ | -51,8 % | 2.391.351 $ | -5.357.314 $ | -69,1 % | 7.748.665 $ | -2.808.772 $ | -26,6 % |
| Tortoise Investment Management, LLC | 523.009 $ | -7.201.972 $ | -93,2 % | 7.724.981 $ | -23.057 $ | -0,3 % | 7.748.038 $ | +98.169 $ | +1,3 % | |||
| Fortis Group Advisors, LLC | 7.659.643 $ | -67.485 $ | -0,9 % | 7.727.128 $ | +1.636.919 $ | +26,9 % | 6.090.209 $ | -37.458 $ | -0,6 % | 6.127.667 $ | +781.282 $ | +14,6 % |
| RPg Family Wealth Advisory, LLC | 7.709.520 $ | +3.891.474 $ | +101,9 % | 3.818.046 $ | +47.206 $ | +1,3 % | 3.770.840 $ | -13.184 $ | -0,3 % | 3.784.024 $ | -18.064 $ | -0,5 % |
| CIBC WORLD MARKET INC. | 2.020.054 $ | -1.808.116 $ | -47,2 % | 3.828.170 $ | +244.375 $ | +6,8 % | 3.583.795 $ | -4.081.395 $ | -53,2 % | 7.665.190 $ | +2.700.571 $ | +54,4 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 7.661.041 $ | +570.800 $ | +8,1 % | 7.090.241 $ | +1.126.865 $ | +18,9 % | 5.963.376 $ | +92.536 $ | +1,6 % | 5.870.840 $ | ||
| Dogwood Wealth Management LLC | 7.572.747 $ | +556.501 $ | +7,9 % | 7.016.246 $ | +420.887 $ | +6,4 % | 6.595.359 $ | -1.013.821 $ | -13,3 % | 7.609.180 $ | +700.415 $ | +10,1 % |
| QVT Financial LP | 5.987.205 $ | +14.230 $ | +0,2 % | 5.972.975 $ | -1.542.303 $ | -20,5 % | 7.515.278 $ | -29.716 $ | -0,4 % | 7.544.994 $ | +4.458 $ | +0,1 % |
| Davis Investment Partners, LLC | 3.031.000 $ | -57.750 $ | -1,9 % | 3.088.750 $ | -4.441.388 $ | -59,0 % | 7.530.138 $ | +52.890 $ | +0,7 % | 7.477.248 $ | +624.467 $ | +9,1 % |
| NewEdge Wealth, LLC | 6.816.203 $ | -643.174 $ | -8,6 % | 7.459.377 $ | ||||||||
| Future Financial Wealth Managment LLC | 7.134.923 $ | -324.057 $ | -4,3 % | 7.458.980 $ | +707.684 $ | +10,5 % | 6.751.296 $ | +642.837 $ | +10,5 % | 6.108.459 $ | +762.714 $ | +14,3 % |
| Argent Trust Co | 4.671.518 $ | +364.843 $ | +8,5 % | 4.306.675 $ | -3.135.576 $ | -42,1 % | 7.442.251 $ | +490.448 $ | +7,1 % | 6.951.803 $ | -95.016 $ | -1,3 % |
| Creative Planning | 4.062.102 $ | -2.478.451 $ | -37,9 % | 6.540.553 $ | +311.798 $ | +5,0 % | 6.228.755 $ | -1.205.064 $ | -16,2 % | 7.433.819 $ | -164.045 $ | -2,2 % |
| SAGE RHINO CAPITAL LLC | 4.655.694 $ | -1.939.519 $ | -29,4 % | 6.595.213 $ | -456.627 $ | -6,5 % | 7.051.840 $ | -369.794 $ | -5,0 % | 7.421.634 $ | -236.784 $ | -3,1 % |
| Integrated Wealth Concepts LLC | 7.391.481 $ | +2.617.032 $ | +54,8 % | 4.774.449 $ | +911.881 $ | +23,6 % | 3.862.568 $ | -2.877.892 $ | -42,7 % | 6.740.460 $ | -7.934.221 $ | -54,1 % |
| Clear Creek Financial Management, LLC | 2.233.165 $ | -4.490.582 $ | -66,8 % | 6.723.747 $ | -655.788 $ | -8,9 % | 7.379.535 $ | +183.413 $ | +2,5 % | 7.196.122 $ | -153.913 $ | -2,1 % |
| Quad-Cities Investment Group, LLC | 6.892.008 $ | +247.750 $ | +3,7 % | 6.644.258 $ | -15.974 $ | -0,2 % | 6.660.232 $ | -657.392 $ | -9,0 % | 7.317.624 $ | -455.346 $ | -5,9 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.709.397 $ | -4.569.089 $ | -62,8 % | 7.278.486 $ | +1.632.299 $ | +28,9 % | 5.646.187 $ | +93.672 $ | +1,7 % | 5.552.515 $ | ||
| Lido Advisors, LLC | 6.402.265 $ | -873.087 $ | -12,0 % | 7.275.352 $ | +102.832 $ | +1,4 % | 7.172.520 $ | +3.031.390 $ | +73,2 % | 4.141.130 $ | +428.123 $ | +11,5 % |
| Bowman & Co S.C. | 7.162.840 $ | -106.853 $ | -1,5 % | 7.269.693 $ | +130.962 $ | +1,8 % | ||||||
| Belpointe Asset Management LLC | 7.167.888 $ | +1.984.862 $ | +38,3 % | 5.183.026 $ | +214.598 $ | +4,3 % | 4.968.428 $ | +2.435.472 $ | +96,2 % | 2.532.956 $ | +57.151 $ | +2,3 % |
| Retirement Management Systems Inc. | 7.143.676 $ | +439.179 $ | +6,6 % | 6.704.497 $ | +379.152 $ | +6,0 % | 6.325.345 $ | |||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 1.641.829 $ | +30.968 $ | +1,9 % | 1.610.861 $ | -5.412.104 $ | -77,1 % | 7.022.965 $ | +1.154.735 $ | +19,7 % | 5.868.230 $ | +3.404.333 $ | +138,2 % |
| Convergence Financial, LLC | 7.012.199 $ | |||||||||||
| Mattson Financial Services, LLC | 6.700.768 $ | -280.461 $ | -4,0 % | 6.981.229 $ | +485.468 $ | +7,5 % | 6.495.761 $ | +667.281 $ | +11,4 % | 5.828.480 $ | +351.260 $ | +6,4 % |
| LeClair Wealth Partners LLC | 6.943.341 $ | +446.661 $ | +6,9 % | 6.496.680 $ | +1.643.889 $ | +33,9 % | 4.852.791 $ | +400.189 $ | +9,0 % | |||
| Summit Financial, LLC | 6.470.464 $ | -432.272 $ | -6,3 % | 6.902.736 $ | +254.575 $ | +3,8 % | 6.648.161 $ | +792.206 $ | +13,5 % | 5.855.955 $ | ||
| Fortitude Family Office, LLC | 6.881.535 $ | +1.510.330 $ | +28,1 % | 5.371.205 $ | +1.757.517 $ | +48,6 % | 3.613.688 $ | |||||
| QTR Family Wealth, LLC | 6.879.174 $ | +1.554.998 $ | +29,2 % | 5.324.176 $ | +139.905 $ | +2,7 % | 5.184.271 $ | +1.025.518 $ | +24,7 % | 4.158.753 $ | -61.250 $ | -1,5 % |
| BALLAST ADVISORS LLC | 6.861.742 $ | +6.804.774 $ | +11.944,9 % | 56.968 $ | ||||||||
| Clearview Wealth Advisors LLC | 6.836.672 $ | +463.851 $ | +7,3 % | 6.372.821 $ | +473.658 $ | +8,0 % | ||||||
| Eldridge Investment Advisors, Inc. | 2.665.674 $ | -3.677.526 $ | -58,0 % | 6.343.200 $ | -260.802 $ | -3,9 % | 6.604.002 $ | -146.393 $ | -2,2 % | 6.750.395 $ | -182.541 $ | -2,6 % |
| PRAIRIE ADVISORY, LLC | 6.656.050 $ | |||||||||||
| HighPoint Advisor Group LLC | 6.650.313 $ | +90.464 $ | +1,4 % | 6.559.849 $ | +6.954 $ | +0,1 % | 6.552.895 $ | |||||
| MBA Advisors LLC | 6.573.456 $ | -59.102 $ | -0,9 % | 6.632.558 $ | +1.780.877 $ | +36,7 % | 4.851.681 $ | +1.380.868 $ | +39,8 % | 3.470.813 $ | +583.189 $ | +20,2 % |
| INTEGRITY WEALTH ADVISORS, INC. | 5.567.685 $ | +1.791.682 $ | +47,4 % | 3.776.003 $ | -2.823.321 $ | -42,8 % | 6.599.324 $ | +3.442.162 $ | +109,0 % | |||
| Paladin Wealth, LLC | 6.566.965 $ | +485.293 $ | +8,0 % | 6.081.672 $ | +241.743 $ | +4,1 % | 5.839.929 $ | +136.192 $ | +2,4 % | 5.703.737 $ | +254.496 $ | +4,7 % |
| BEACON FINANCIAL GROUP | 6.547.039 $ | +1.555.724 $ | +31,2 % | 4.991.315 $ | ||||||||
| FORM Wealth Advisors, LLC | 268.506 $ | -6.277.253 $ | -95,9 % | 6.545.759 $ | +201.529 $ | +3,2 % | 6.344.230 $ | -954.506 $ | -13,1 % | |||
| MONECO ADVISORS, LLC | 5.411.824 $ | -878.409 $ | -14,0 % | 6.290.233 $ | -253.146 $ | -3,9 % | 6.543.379 $ | +842.957 $ | +14,8 % | 5.700.422 $ | +1.575.797 $ | +38,2 % |
| Beverly Hills Private Wealth, LLC | 5.012.516 $ | -1.509.181 $ | -23,1 % | 6.521.697 $ | -1.191 $ | -0,0 % | 6.522.888 $ | +456.922 $ | +7,5 % | 6.065.966 $ | -483.769 $ | -7,4 % |
| Beaumont Asset Management, L.L.C. | 5.271.929 $ | -1.226.551 $ | -18,9 % | 6.498.480 $ | +4.722.373 $ | +265,9 % | 1.776.107 $ | +579.908 $ | +48,5 % | 1.196.199 $ | ||
| Waterfront Wealth Inc. | 6.467.587 $ | +483.766 $ | +8,1 % | 5.983.821 $ | +1.004.803 $ | +20,2 % | 4.979.018 $ | -1.141.047 $ | -18,6 % | 6.120.065 $ | +391.115 $ | +6,8 % |
| North Ground Capital | 6.432.150 $ | |||||||||||
| HRT FINANCIAL LP | 270.000 $ | -1.263.000 $ | -82,4 % | 1.533.000 $ | -4.863.000 $ | -76,0 % | 6.396.000 $ | |||||
| Valmark Advisers, Inc. | 6.392.796 $ | +655.755 $ | +11,4 % | 5.737.041 $ | +1.062.106 $ | +22,7 % | 4.674.935 $ | +702.169 $ | +17,7 % | 3.972.766 $ | +1.011.018 $ | +34,1 % |
| Knights of Columbus Asset Advisors LLC | 5.444.236 $ | -938.096 $ | -14,7 % | 6.382.332 $ | +1.377.896 $ | +27,5 % | 5.004.436 $ | -19.788 $ | -0,4 % | 5.024.224 $ | +2.356.043 $ | +88,3 % |
| Ethos Financial Group, LLC | 6.363.515 $ | +1.655.328 $ | +35,2 % | 4.708.187 $ | +1.749.015 $ | +59,1 % | 2.959.172 $ | +1.122.612 $ | +61,1 % | 1.836.560 $ | +172.214 $ | +10,3 % |
| Schwallier Wealth Management LLC | 6.334.006 $ | +32.620 $ | +0,5 % | 6.301.386 $ | +403.027 $ | +6,8 % | ||||||
| BNB Wealth Management, LLC | 6.322.193 $ | +148.382 $ | +2,4 % | 6.173.811 $ | +105.919 $ | +1,7 % | 6.067.892 $ | |||||
| CIBC Asset Management Inc | 6.310.000 $ | |||||||||||
| HUB Investment Partners, LLC | 6.252.682 $ | +4.966.887 $ | +386,3 % | 1.285.795 $ | +1.080.676 $ | +526,9 % | 205.119 $ | -2.427.351 $ | -92,2 % | 2.632.470 $ | ||
| Curtis Advisory Group, LLC | 6.229.658 $ | +110.307 $ | +1,8 % | 6.119.351 $ | +316.510 $ | +5,5 % | 5.802.841 $ | +235.373 $ | +4,2 % | 5.567.468 $ | -38.935 $ | -0,7 % |
| BYRNE FINANCIAL FREEDOM, LLC | 5.155.094 $ | -1.064.311 $ | -17,1 % | 6.219.405 $ | +567.938 $ | +10,0 % | 5.651.467 $ | |||||
| Empowered Funds, LLC | 6.219.156 $ | +1.147.602 $ | +22,6 % | 5.071.554 $ | +556.379 $ | +12,3 % | 4.515.175 $ | +631.759 $ | +16,3 % | 3.883.416 $ | +1.016.133 $ | +35,4 % |
| Anfield Capital Management, LLC | 6.141.011 $ | +466.138 $ | +8,2 % | 5.674.873 $ | +55.609 $ | +1,0 % | 5.619.264 $ | -208.613 $ | -3,6 % | |||
| Ridgeline Wealth, LLC | 6.138.972 $ | +91.635 $ | +1,5 % | 6.047.337 $ | +18.044 $ | +0,3 % | 6.029.293 $ | +457.683 $ | +8,2 % | 5.571.610 $ | +989.886 $ | +21,6 % |
| NEXPOINT ASSET MANAGEMENT, L.P. | 6.072.635 $ | |||||||||||
| PARAGON CAPITAL MANAGEMENT INC | 5.883.196 $ | +14.537 $ | +0,2 % | 5.868.659 $ | -197.754 $ | -3,3 % | 6.066.413 $ | +118.044 $ | +2,0 % | 5.948.369 $ | +268.480 $ | +4,7 % |
| Unique Wealth Strategies, LLC | 6.047.106 $ | +217.169 $ | +3,7 % | 5.829.937 $ | +251.599 $ | +4,5 % | 5.578.338 $ | +112.187 $ | +2,1 % | 5.466.151 $ | +128.041 $ | +2,4 % |
| Core Wealth Partners LLC | 6.032.266 $ | +2.634.709 $ | +77,5 % | 3.397.557 $ | +450.948 $ | +15,3 % | 2.946.609 $ | -214.170 $ | -6,8 % | 3.160.779 $ | +648.740 $ | +25,8 % |
| Sigma Planning Corp | 4.465.844 $ | -1.541.432 $ | -25,7 % | 6.007.276 $ | +511.014 $ | +9,3 % | 5.496.262 $ | +1.004.030 $ | +22,4 % | 4.492.232 $ | +80.795 $ | +1,8 % |
| IFC & Insurance Marketing, Inc. | 5.973.980 $ | +440.433 $ | +8,0 % | 5.533.547 $ | ||||||||
| Z3 Capital Partners, LLC | 5.049.596 $ | -890.725 $ | -15,0 % | 5.940.321 $ | +301.048 $ | +5,3 % | 5.639.273 $ | |||||
| Exit Wealth Advisors, LLC. | 5.914.904 $ | +4.883.377 $ | +473,4 % | 1.031.527 $ | ||||||||
| ALONGSIDE, LLC | 5.875.410 $ | |||||||||||
| Stewardship Advisors, LLC | 203.142 $ | -5.641.614 $ | -96,5 % | 5.844.756 $ | +159.284 $ | +2,8 % | 5.685.472 $ | +313.562 $ | +5,8 % | |||
| Gibbs Wealth Management | 5.752.078 $ | +1.697.784 $ | +41,9 % | 4.054.294 $ | -280.385 $ | -6,5 % | 4.334.679 $ | -896.153 $ | -17,1 % | |||
| Gladstone Institutional Advisory LLC | 5.050.302 $ | +148.758 $ | +3,0 % | 4.901.544 $ | -816.640 $ | -14,3 % | 5.718.184 $ | +97.634 $ | +1,7 % | 5.620.550 $ | +355.270 $ | +6,7 % |
| Sunbelt Securities, Inc. | 5.695.271 $ | -7.860 $ | -0,1 % | 5.703.131 $ | -14.826 $ | -0,3 % | 5.717.957 $ | |||||
| Autumn Glory Partners, LLC | 5.675.046 $ | +1.319 $ | +0,0 % | 5.673.727 $ | +4.656.816 $ | +457,9 % | 1.016.911 $ | -4.021 $ | -0,4 % | 1.020.932 $ | ||
| Accordant Advisory Group Inc | 5.650.900 $ | -232.142 $ | -3,9 % | |||||||||
| Central Pacific Bank - Trust Division | 5.624.838 $ | +934.635 $ | +19,9 % | 4.690.203 $ | -37.105 $ | -0,8 % | 4.727.308 $ | -1.072 $ | -0,0 % | 4.728.380 $ | +168.239 $ | +3,7 % |
| US BANCORP \DE\ | 5.559.624 $ | +10.667 $ | +0,2 % | 5.548.957 $ | +4.048.064 $ | +269,7 % | 1.500.893 $ | -81.531 $ | -5,2 % | 1.582.424 $ | +163.326 $ | +11,5 % |
| J.Safra Asset Management Corp | 5.549.154 $ | +515.881 $ | +10,2 % | 5.033.273 $ | +345.873 $ | +7,4 % | 4.687.400 $ | +270.099 $ | +6,1 % | 4.417.301 $ | +373.186 $ | +9,2 % |
| Liberty Atlantic Advisors LLC | 5.524.220 $ | +724.512 $ | +15,1 % | 4.799.708 $ | +1.522.735 $ | +46,5 % | 3.276.973 $ | |||||
| Integrated Advisors Network LLC | 978.877 $ | -687.940 $ | -41,3 % | 1.666.817 $ | -2.777.044 $ | -62,5 % | 4.443.861 $ | -1.028.819 $ | -18,8 % | 5.472.680 $ | -2.647.784 $ | -32,6 % |
| Arkadios Wealth Advisors | 5.435.868 $ | +249.260 $ | +4,8 % | 5.186.608 $ | +1.755.559 $ | +51,2 % | 3.431.049 $ | +513.423 $ | +17,6 % | 2.917.626 $ | +367.241 $ | +14,4 % |
| Global Retirement Partners, LLC | 3.500.929 $ | -1.565.381 $ | -30,9 % | 5.066.310 $ | -365.209 $ | -6,7 % | 5.431.519 $ | -927.195 $ | -14,6 % | |||
| FDx Advisors, Inc. | 3.829.000 $ | -812.000 $ | -17,5 % | 4.641.000 $ | -778.000 $ | -14,4 % | 5.419.000 $ | +3.950.000 $ | +268,9 % | |||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 5.277.829 $ | +122.762 $ | +2,4 % | 5.155.067 $ | -114.088 $ | -2,2 % | 5.269.155 $ | -149.752 $ | -2,8 % | 5.418.907 $ | +167.589 $ | +3,2 % |
| CRA Financial Services, LLC | 2.157.386 $ | -3.244.168 $ | -60,1 % | 5.401.554 $ | +727.788 $ | +15,6 % | 4.673.766 $ | +176.712 $ | +3,9 % | 4.497.054 $ | +385.337 $ | +9,4 % |
| FRANKLIN RESOURCES INC | 5.310.134 $ | -3.146 $ | -0,1 % | 5.313.280 $ | -6.269 $ | -0,1 % | 5.319.549 $ | -21.034 $ | -0,4 % | 5.340.583 $ | +3.561 $ | +0,1 % |
| Whalen Wealth Management Inc. | 5.120.557 $ | -203.861 $ | -3,8 % | 5.324.418 $ | +3.185.294 $ | +148,9 % | 2.139.124 $ | -2.755.543 $ | -56,3 % | 4.894.667 $ | -4.104.662 $ | -45,6 % |
| Crewe Advisors LLC | 5.318.121 $ | +1.807.560 $ | +51,5 % | 3.510.561 $ | +2.959.188 $ | +536,7 % | 551.373 $ | +44.030 $ | +8,7 % | 507.343 $ | +226.492 $ | +80,6 % |
| Collaborative Fund Advisors, LLC | 5.272.065 $ | +1.702.041 $ | +47,7 % | 3.570.024 $ | ||||||||
| AXS Investments LLC | 1.710.500 $ | -2.048.915 $ | -54,5 % | 3.759.415 $ | -109.904 $ | -2,8 % | 3.869.319 $ | -1.316.182 $ | -25,4 % | 5.185.501 $ | -887.650 $ | -14,6 % |
| Pathstone Holdings, LLC | 4.491.951 $ | -686.035 $ | -13,2 % | 5.177.986 $ | +1.131.637 $ | +28,0 % | 4.046.349 $ | -16.000 $ | -0,4 % | 4.062.349 $ | -5.123.350 $ | -55,8 % |
| Accel Wealth Management | 4.365.002 $ | -805.889 $ | -15,6 % | 5.170.891 $ | +818.725 $ | +18,8 % | 4.352.166 $ | -110.424 $ | -2,5 % | 4.462.590 $ | +2.534.999 $ | +131,5 % |
| Cox Capital Mgt LLC | 5.092.520 $ | -50.132 $ | -1,0 % | 5.142.652 $ | +188.005 $ | +3,8 % | 4.954.647 $ | +120.613 $ | +2,5 % | 4.834.034 $ | +147.824 $ | +3,2 % |
| HOWARD WEALTH MANAGEMENT, LLC | 5.057.969 $ | +2.083.848 $ | +70,1 % | 2.974.121 $ | +565.898 $ | +23,5 % | 2.408.223 $ | +589.653 $ | +32,4 % | 1.818.570 $ | +933.250 $ | +105,4 % |
| Wealth Enhancement Trust Services, Inc. | 5.038.599 $ | +1.239.895 $ | +32,6 % | 3.798.704 $ | +1.446.532 $ | +61,5 % | 2.352.172 $ | |||||
| GatePass Capital, LLC | 3.683.246 $ | -1.270.644 $ | -25,6 % | 4.953.890 $ | -56.059 $ | -1,1 % | 5.009.949 $ | +157.920 $ | +3,3 % | 4.852.029 $ | +338.578 $ | +7,5 % |
| CVS HEALTH Corp | 4.988.160 $ | +11.856 $ | +0,2 % | 4.976.304 $ | -20.747 $ | -0,4 % | 4.997.051 $ | |||||
| Verition Fund Management LLC | 4.990.785 $ | |||||||||||
| Legacy Capital Wealth Partners, LLC | 4.978.757 $ | +451.228 $ | +10,0 % | 4.527.529 $ | +4.793 $ | +0,1 % | 4.522.736 $ | +488.174 $ | +12,1 % | 4.034.562 $ | +180.112 $ | +4,7 % |
| Mayflower Financial Advisors, LLC | 4.942.935 $ | +2.047.218 $ | +70,7 % | 2.895.717 $ | +2.577.063 $ | +808,7 % | 318.654 $ | |||||
| HUNTINGTON NATIONAL BANK | 4.920.251 $ | +4.098.615 $ | +498,8 % | 821.636 $ | +805.128 $ | +4.877,2 % | ||||||
| Ausdal Financial Partners, Inc. | 4.745.175 $ | +82.762 $ | +1,8 % | 4.662.413 $ | -252.503 $ | -5,1 % | 4.914.916 $ | +769.170 $ | +18,6 % | 4.145.746 $ | +1.180.782 $ | +39,8 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 4.809.958 $ | +22.299 $ | +0,5 % | 4.787.659 $ | -95.485 $ | -2,0 % | 4.883.144 $ | -19.104 $ | -0,4 % | 4.902.248 $ | +339.611 $ | +7,4 % |
| Flagship Capital Management Inc. | 4.889.906 $ | +74.584 $ | +1,5 % | 4.815.322 $ | +22.513 $ | +0,5 % | 4.792.809 $ | |||||
| FIRST NATIONAL BANK OF OMAHA | 4.211.254 $ | -272.114 $ | -6,1 % | 4.483.368 $ | -359.012 $ | -7,4 % | 4.842.380 $ | |||||
| Walser Wealth Management Company, A Ltd Liability Co | 4.840.281 $ | +770.543 $ | +18,9 % | 4.069.738 $ | +506.269 $ | +14,2 % | 3.563.469 $ | |||||
| StrongBox Wealth, LLC | 4.797.282 $ | +440.512 $ | +10,1 % | 4.356.770 $ | +808.937 $ | +22,8 % | 3.547.833 $ | +687.345 $ | +24,0 % | 2.860.488 $ | +580.037 $ | +25,4 % |
| Mainsail Financial Group, LLC | 4.717.679 $ | -72.075 $ | -1,5 % | 4.789.754 $ | -26.971 $ | -0,6 % | ||||||
| Prospera Financial Services Inc | 901.235 $ | -3.878.762 $ | -81,1 % | 4.779.997 $ | +164.666 $ | +3,6 % | 4.615.331 $ | +60.337 $ | +1,3 % | 4.554.994 $ | +3.753.297 $ | +468,2 % |
| Inspire Advisors, LLC | 4.769.811 $ | +587.200 $ | +14,0 % | 4.182.611 $ | +486.395 $ | +13,2 % | 3.696.216 $ | +566.468 $ | +18,1 % | 3.129.748 $ | -34.630 $ | -1,1 % |
| StoneCrest Wealth Management, Inc. | 4.636.359 $ | -104.323 $ | -2,2 % | 4.740.682 $ | +61.070 $ | +1,3 % | 4.679.612 $ | +280.314 $ | +6,4 % | 4.399.298 $ | -2.033.625 $ | -31,6 % |
| Stirlingshire Investments, Inc. | 4.736.375 $ | +463.592 $ | +10,8 % | 4.272.783 $ | +705.860 $ | +19,8 % | 3.566.923 $ | |||||
| BAILARD, INC. | 4.726.325 $ | +275.191 $ | +6,2 % | 4.451.134 $ | +30.124 $ | +0,7 % | 4.421.010 $ | +695.887 $ | +18,7 % | 3.725.123 $ | -60.550.724 $ | -94,2 % |
| Legacy Capital Group California, Inc. | 881.275 $ | +7.755 $ | +0,9 % | 873.520 $ | -3.659.353 $ | -80,7 % | 4.532.873 $ | -177.406 $ | -3,8 % | 4.710.279 $ | -2.733 $ | -0,1 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4.691.278 $ | +535.908 $ | +12,9 % | 4.155.370 $ | +357.421 $ | +9,4 % | 3.797.949 $ | +424.438 $ | +12,6 % | 3.373.511 $ | +857.942 $ | +34,1 % |
| ELEVATUS WELATH MANAGEMENT | 3.931.080 $ | -734.329 $ | -15,7 % | 4.665.409 $ | +3.125.148 $ | +202,9 % | 1.540.261 $ | +121.637 $ | +8,6 % | |||
| BENJAMIN EDWARDS INC | 4.659.491 $ | +741.572 $ | +18,9 % | 3.917.919 $ | -224.752 $ | -5,4 % | 4.142.671 $ | -250.385 $ | -5,7 % | 4.393.056 $ | -1.390.843 $ | -24,0 % |
| Vise Technologies, Inc. | 4.648.976 $ | +0 $ | +0,0 % | 4.648.976 $ | +3.758.447 $ | +422,0 % | 890.529 $ | |||||
| Summit Financial Strategies, Inc. | 4.595.289 $ | +34.063 $ | +0,7 % | 4.561.226 $ | +492.802 $ | +12,1 % | 4.068.424 $ | +653.702 $ | +19,1 % | 3.414.722 $ | +451.125 $ | +15,2 % |
| Ascentis Independent Advisors | 1.240.783 $ | -3.345.151 $ | -72,9 % | 4.585.934 $ | +1.562.589 $ | +51,7 % | 3.023.345 $ | +410.438 $ | +15,7 % | 2.612.907 $ | -354.222 $ | -11,9 % |
| OneAscent Wealth Management LLC | 3.030.107 $ | -243.820 $ | -7,4 % | 3.273.927 $ | -1.307.453 $ | -28,5 % | 4.581.380 $ | +319.059 $ | +7,5 % | 4.262.321 $ | -282.679 $ | -6,2 % |
| Castle Rock Wealth Management, LLC | 4.576.739 $ | +86.314 $ | +1,9 % | 4.490.425 $ | +1.553.275 $ | +52,9 % | 2.937.150 $ | -1.329.492 $ | -31,2 % | 4.266.642 $ | +731.638 $ | +20,7 % |
| Crusonia Wealth Advisors LLC | 4.572.593 $ | +2.386.861 $ | +109,2 % | 2.185.732 $ | +893.059 $ | +69,1 % | 1.292.673 $ | |||||
| Helium Advisors LLC | 3.308.465 $ | +275.898 $ | +9,1 % | 3.032.567 $ | -83.048 $ | -2,7 % | 3.115.615 $ | -1.442.127 $ | -31,6 % | 4.557.742 $ | -3.126.608 $ | -40,7 % |
| FAS Wealth Partners, Inc. | 4.507.445 $ | +161.898 $ | +3,7 % | 4.345.547 $ | +251.112 $ | +6,1 % | 4.094.435 $ | +209.021 $ | +5,4 % | 3.885.414 $ | -543.835 $ | -12,3 % |
| Sound Portfolio Advisors, LLC | 4.496.134 $ | |||||||||||
| Mendel Money Management | 4.468.503 $ | +1.275.004 $ | +39,9 % | 3.193.499 $ | -118.486 $ | -3,6 % | 3.311.985 $ | -524.520 $ | -13,7 % | 3.836.505 $ | -1.224.539 $ | -24,2 % |
| Financial Partners Group, Inc | 4.460.897 $ | +1.360.985 $ | +43,9 % | 3.099.912 $ | -48.733 $ | -1,5 % | 3.148.645 $ | -125.802 $ | -3,8 % | 3.274.447 $ | +817.648 $ | +33,3 % |
| Breakwater Capital Group | 4.457.604 $ | +2.446.268 $ | +121,6 % | 2.011.336 $ | -625.163 $ | -23,7 % | 2.636.499 $ | -15.572 $ | -0,6 % | 2.652.071 $ | +372.864 $ | +16,4 % |
| FLOW TRADERS U.S. LLC | 4.451.000 $ | +4.175.000 $ | +1.512,7 % | 276.000 $ | -264.000 $ | -48,9 % | 540.000 $ | -44.000 $ | -7,5 % | |||
| Maridea Wealth Management LLC | 4.184.351 $ | -203.077 $ | -4,6 % | 4.387.428 $ | +1.397.796 $ | +46,8 % | 2.989.632 $ | +178.147 $ | +6,3 % | 2.811.485 $ | ||
| RDA Financial Network | 4.374.682 $ | +479.092 $ | +12,3 % | 3.895.590 $ | +332.850 $ | +9,3 % | 3.562.740 $ | -21.475 $ | -0,6 % | 3.584.215 $ | +324.694 $ | +10,0 % |
| Koshinski Asset Management, Inc. | 4.360.600 $ | +2.580.598 $ | +145,0 % | 1.780.002 $ | +49.325 $ | +2,9 % | 1.730.677 $ | -4.907 $ | -0,3 % | 1.735.584 $ | -90.276 $ | -4,9 % |
| EHRLICH FINANCIAL GROUP | 1.336.319 $ | -157.598 $ | -10,5 % | 1.493.917 $ | -2.431.478 $ | -61,9 % | 3.925.395 $ | -421.101 $ | -9,7 % | 4.346.496 $ | -1.149.008 $ | -20,9 % |
| FLP Wealth Management, LLC | 2.239.557 $ | -2.086.112 $ | -48,2 % | 4.325.669 $ | ||||||||
| Sterneck Capital Management, LLC | 3.925.867 $ | -370.509 $ | -8,6 % | 4.296.376 $ | -10.997 $ | -0,3 % | 4.307.373 $ | +279.505 $ | +6,9 % | 4.027.868 $ | +2.599.611 $ | +182,0 % |
| Brooklyn Investment Group | 4.270.917 $ | +1.581.199 $ | +58,8 % | 2.689.718 $ | +2.588.986 $ | +2.570,2 % | ||||||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 4.250.286 $ | -6.148.389 $ | -59,1 % | |||||||||
| Quantinno Capital Management LP | 4.236.848 $ | +2.881.874 $ | +212,7 % | 1.354.974 $ | +242.113 $ | +21,8 % | 1.112.861 $ | +593.788 $ | +114,4 % | 519.073 $ | +45.017 $ | +9,5 % |
| M.E. ALLISON & CO., INC. | 3.359.539 $ | -66.610 $ | -1,9 % | 3.426.149 $ | -617.649 $ | -15,3 % | 4.043.798 $ | -140.949 $ | -3,4 % | 4.184.747 $ | +975.074 $ | +30,4 % |
| Brookwood Investment Group LLC | 4.008.463 $ | -143.941 $ | -3,5 % | 4.152.404 $ | +3.918.016 $ | +1.671,6 % | 234.388 $ | -25.049 $ | -9,7 % | 259.437 $ | -65.820 $ | -20,2 % |
| Siligmueller & Norvid Wealth Advisors LLC | 4.135.208 $ | -1.726.676 $ | -29,5 % | |||||||||
| CAPTRUST FINANCIAL ADVISORS | 3.990.089 $ | -116.684 $ | -2,8 % | 4.106.773 $ | +2.205.571 $ | +116,0 % | 1.901.202 $ | +1.437.100 $ | +309,7 % | 464.102 $ | +66.271 $ | +16,7 % |
| Trajan Wealth LLC | 4.082.318 $ | +189.372 $ | +4,9 % | 3.892.946 $ | +252.703 $ | +6,9 % | 3.640.243 $ | -32.878 $ | -0,9 % | 3.673.121 $ | -955.431 $ | -20,6 % |
| Brucke Financial, Inc. | 4.079.641 $ | +1.738.028 $ | +74,2 % | 2.341.613 $ | +1.296.192 $ | +124,0 % | 1.045.421 $ | |||||
| Pinnacle Financial Partners, Inc. | 4.071.907 $ | +582.690 $ | +16,7 % | 3.489.217 $ | +540.952 $ | +18,3 % | 2.948.265 $ | |||||
| SUMMITPOINT CAPITAL MANAGEMENT | 4.063.747 $ | +844.567 $ | +26,2 % | 3.219.180 $ | ||||||||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 4.050.856 $ | +150.768 $ | +3,9 % | 3.900.088 $ | +17.060 $ | +0,4 % | 3.883.028 $ | -8.147 $ | -0,2 % | 3.891.175 $ | +1.258.037 $ | +47,8 % |
| waypoint wealth counsel | 226.032 $ | -3.539.667 $ | -94,0 % | 3.765.699 $ | -282.560 $ | -7,0 % | 4.048.259 $ | +303.320 $ | +8,1 % | |||
| Merkkuri Wealth Advisors LLC | 337.494 $ | -3.584.238 $ | -91,4 % | 3.921.732 $ | -118.725 $ | -2,9 % | 4.040.457 $ | +1.328.160 $ | +49,0 % | 2.712.297 $ | +238.119 $ | +9,6 % |
| USAdvisors Wealth Management, LLC | 3.816.000 $ | -196.000 $ | -4,9 % | 4.012.000 $ | +99.000 $ | +2,5 % | 3.913.000 $ | -109.000 $ | -2,7 % | 4.022.000 $ | -292.000 $ | -6,8 % |
| NATIXIS ADVISORS, LLC | 1.692.000 $ | -2.309.000 $ | -57,7 % | 4.001.000 $ | +1.073.000 $ | +36,6 % | ||||||
| Private Advisory Group LLC | 3.905.149 $ | +823.915 $ | +26,7 % | 3.081.234 $ | +2.483.732 $ | +415,7 % | 597.502 $ | +385.089 $ | +181,3 % | 212.413 $ | ||
| Value Investment Professionals, LLC | 3.649.791 $ | -250.742 $ | -6,4 % | 3.900.533 $ | ||||||||
| Millennium Capital Advisors, LLC | 3.885.989 $ | +419.351 $ | +12,1 % | 3.466.638 $ | -321.120 $ | -8,5 % | 3.787.758 $ | +498.802 $ | +15,2 % | 3.288.956 $ | +2.649.764 $ | +414,5 % |
| SHEPHERD KAPLAN KROCHUK, LLC | 3.200.634 $ | -369.309 $ | -10,3 % | 3.569.943 $ | -290.222 $ | -7,5 % | 3.860.165 $ | +234.150 $ | +6,5 % | 3.626.015 $ | -652.203 $ | -15,2 % |
| TFR Capital, LLC. | 3.720.053 $ | -97.691 $ | -2,6 % | 3.817.744 $ | +97.332 $ | +2,6 % | 3.720.412 $ | +157.129 $ | +4,4 % | 3.563.283 $ | +556.650 $ | +18,5 % |
| GK Wealth Management LLC | 3.804.269 $ | +1.272.584 $ | +50,3 % | 2.531.685 $ | +360.627 $ | +16,6 % | 2.171.058 $ | +759.357 $ | +53,8 % | |||
| ASSETMARK, INC | 1.927.163 $ | -743.735 $ | -27,8 % | 2.670.898 $ | +394.525 $ | +17,3 % | 2.276.373 $ | -1.502.109 $ | -39,8 % | 3.778.482 $ | +2.403.095 $ | +174,7 % |
| TrueMark Investments, LLC | 3.739.794 $ | +186.593 $ | +5,3 % | 3.553.201 $ | +322.808 $ | +10,0 % | 3.230.393 $ | |||||
| URS Advisory LLC | 3.719.399 $ | +499.867 $ | +15,5 % | 3.219.532 $ | -101.005 $ | -3,0 % | 3.320.537 $ | |||||
| Elequin Capital, LP | 392.473 $ | -3.309.602 $ | -89,4 % | 3.702.075 $ | +3.258.262 $ | +734,2 % | ||||||
| Alpha Zero LLC | 3.665.027 $ | +1.957.029 $ | +114,6 % | 1.707.998 $ | ||||||||
| Baker Avenue Asset Management, LP | 3.654.124 $ | -9.081 $ | -0,2 % | 3.663.205 $ | +258.378 $ | +7,6 % | 3.404.827 $ | +262.363 $ | +8,3 % | 3.142.464 $ | +179.598 $ | +6,1 % |
| Almanack Investment Partners, LLC. | 2.279.501 $ | +1.266.107 $ | +124,9 % | 1.013.394 $ | -872.633 $ | -46,3 % | 1.886.027 $ | -1.747.662 $ | -48,1 % | 3.633.689 $ | +2.154.286 $ | +145,6 % |
| Calamos Advisors LLC | 2.397.316 $ | -335.911 $ | -12,3 % | 2.733.227 $ | -869.232 $ | -24,1 % | 3.602.459 $ | +341.723 $ | +10,5 % | 3.260.736 $ | +1.557.109 $ | +91,4 % |
| HOHIMER WEALTH MANAGEMENT, LLC | 3.255.595 $ | -267.031 $ | -7,6 % | 3.522.626 $ | +137.155 $ | +4,1 % | 3.385.471 $ | -164.153 $ | -4,6 % | 3.549.624 $ | -404.106 $ | -10,2 % |
| M Holdings Securities, Inc. | 3.531.000 $ | +6.000 $ | +0,2 % | 3.525.000 $ | +2.521.000 $ | +251,1 % | 1.004.000 $ | |||||
| Cerity Partners LLC | 1.999.923 $ | -856.662 $ | -30,0 % | 2.856.585 $ | -668.045 $ | -19,0 % | 3.524.630 $ | +2.459.890 $ | +231,0 % | 1.064.740 $ | +18.809 $ | +1,8 % |
| B. Riley Wealth Advisors, Inc. | 3.467.636 $ | +88.928 $ | +2,6 % | 3.378.708 $ | +15.328 $ | +0,5 % | 3.363.380 $ | +76.889 $ | +2,3 % | 3.286.491 $ | +112.968 $ | +3,6 % |
| Precision Wealth Strategies, LLC | 3.155.318 $ | -306.410 $ | -8,9 % | 3.461.728 $ | +342.602 $ | +11,0 % | 3.119.126 $ | +335.366 $ | +12,0 % | 2.783.760 $ | -1.021.374 $ | -26,8 % |
| IEQ CAPITAL, LLC | 3.456.656 $ | +2.995.291 $ | +649,2 % | 461.365 $ | +3.366 $ | +0,7 % | ||||||
| NovaPoint Capital, LLC | 2.511.928 $ | -698.454 $ | -21,8 % | 3.210.382 $ | -113.432 $ | -3,4 % | 3.323.814 $ | -117.293 $ | -3,4 % | 3.441.107 $ | +168.544 $ | +5,2 % |
| Aspen Private Advisors, LLC | 3.427.705 $ | |||||||||||
| Ashton Thomas Private Wealth, LLC | 721.912 $ | +716.490 $ | +13.214,5 % | 5.422 $ | -3.418.219 $ | -99,8 % | 3.423.641 $ | +84.976 $ | +2,5 % | 3.338.665 $ | +56.104 $ | +1,7 % |
| Family Office Research LLC | 2.892.786 $ | +905.708 $ | +45,6 % | 1.987.078 $ | -1.398.327 $ | -41,3 % | 3.385.405 $ | +1.702.685 $ | +101,2 % | 1.682.720 $ | -571.597 $ | -25,4 % |
| Andina Capital Management, LLC | 2.282.438 $ | +706.764 $ | +44,9 % | 1.575.674 $ | -1.774.341 $ | -53,0 % | 3.350.015 $ | +1.374.165 $ | +69,5 % | 1.975.850 $ | +105.509 $ | +5,6 % |
| Masso Torrence Wealth Management Inc. | 3.348.834 $ | +117.282 $ | +3,6 % | |||||||||
| Cooper Financial Group | 3.299.287 $ | +42.885 $ | +1,3 % | 3.256.402 $ | +198.958 $ | +6,5 % | 3.057.444 $ | +574.604 $ | +23,1 % | 2.482.840 $ | +530.353 $ | +27,2 % |
| Faithward Advisors, LLC | 2.992.464 $ | +185.656 $ | +6,6 % | 2.806.808 $ | +190.558 $ | +7,3 % | 2.616.250 $ | -668.861 $ | -20,4 % | 3.285.111 $ | +205.905 $ | +6,7 % |
| EdgeRock Capital LLC | 2.957.596 $ | -324.561 $ | -9,9 % | 3.282.157 $ | +1.126.475 $ | +52,3 % | 2.155.682 $ | +245.437 $ | +12,8 % | 1.910.245 $ | +245.259 $ | +14,7 % |
| Perigon Wealth Management, LLC | 3.245.977 $ | +8.504 $ | +0,3 % | 3.237.473 $ | ||||||||
| Richard W. Paul & Associates, LLC | 3.217.651 $ | +52.610 $ | +1,7 % | 3.165.041 $ | +129.303 $ | +4,3 % | 3.035.738 $ | +2.067.034 $ | +213,4 % | 968.704 $ | +2.998 $ | +0,3 % |
| Camelot Portfolios, LLC | 2.465.520 $ | +65.701 $ | +2,7 % | 2.399.819 $ | -249.492 $ | -9,4 % | 2.649.311 $ | -540.781 $ | -17,0 % | 3.190.092 $ | -193.057 $ | -5,7 % |
| OPINICUS CAPITAL, INC. | 3.184.618 $ | +603.669 $ | +23,4 % | 2.580.949 $ | +851.247 $ | +49,2 % | 1.729.702 $ | +628.168 $ | +57,0 % | 1.101.534 $ | ||
| HB Wealth Management, LLC | 667.735 $ | +170.077 $ | +34,2 % | 497.658 $ | +182.207 $ | +57,8 % | 315.451 $ | -2.869.060 $ | -90,1 % | 3.184.511 $ | -613.137 $ | -16,1 % |
| GeoWealth Management, LLC | 1.776.125 $ | +103.049 $ | +6,2 % | 1.673.076 $ | -1.055.907 $ | -38,7 % | 2.728.983 $ | -424.821 $ | -13,5 % | 3.153.804 $ | -755.980 $ | -19,3 % |
| AdvisorNet Financial, Inc | 3.132.480 $ | +172.791 $ | +5,8 % | 2.959.689 $ | +383.164 $ | +14,9 % | 2.576.525 $ | +292.010 $ | +12,8 % | 2.284.515 $ | +1.003.343 $ | +78,3 % |
| BANQUE PICTET & CIE SA | 1.986.309 $ | -8.388 $ | -0,4 % | 1.994.697 $ | -1.123.045 $ | -36,0 % | 3.117.742 $ | +25.577 $ | +0,8 % | 3.092.165 $ | +47.716 $ | +1,6 % |
| TOP Private Wealth LLC. | 3.097.963 $ | |||||||||||
| K.J. Harrison & Partners Inc | 1.923.288 $ | -38.234 $ | -1,9 % | 1.961.522 $ | -1.120.622 $ | -36,4 % | 3.082.144 $ | +1.513.544 $ | +96,5 % | 1.568.600 $ | -5.270 $ | -0,3 % |
| Onyx Bridge Wealth Group LLC | 268.607 $ | -1.547.005 $ | -85,2 % | 1.815.612 $ | -1.238.360 $ | -40,5 % | 3.053.972 $ | +1.142.321 $ | +59,8 % | 1.911.651 $ | +902.081 $ | +89,4 % |
| BASSO CAPITAL MANAGEMENT, L.P. | 3.051.246 $ | +2.894.142 $ | +1.842,2 % | 157.104 $ | -116.686 $ | -42,6 % | 273.790 $ | |||||
| COLUMBIA ADVISORY PARTNERS LLC | 2.973.352 $ | -48.586 $ | -1,6 % | 3.021.938 $ | +2.678.753 $ | +780,6 % | 343.185 $ | -63.461 $ | -15,6 % | 406.646 $ | +33.481 $ | +9,0 % |
| TRUE Private Wealth Advisors | 3.004.089 $ | +104.309 $ | +3,6 % | 2.899.780 $ | +15.332 $ | +0,5 % | 2.884.448 $ | +1.606.615 $ | +125,7 % | 1.277.833 $ | +1.006.777 $ | +371,4 % |
| Beacon Financial Advisory LLC | 2.584.493 $ | -121.955 $ | -4,5 % | 2.706.448 $ | -247.280 $ | -8,4 % | 2.953.728 $ | +10.032 $ | +0,3 % | 2.943.696 $ | -115.121 $ | -3,8 % |
| Mirae Asset Global Investments Co., Ltd. | 2.708.398 $ | +42.778 $ | +1,6 % | 2.665.620 $ | -232.410 $ | -8,0 % | 2.898.030 $ | -50.400 $ | -1,7 % | 2.948.430 $ | +2.517.055 $ | +583,5 % |
| Darden Wealth Group Inc | 2.930.758 $ | +509.614 $ | +21,0 % | 2.421.144 $ | +47.887 $ | +2,0 % | 2.373.257 $ | +226.381 $ | +10,5 % | 2.146.876 $ | +526.276 $ | +32,5 % |
| Colonial River Investments, LLC | 2.913.684 $ | +2.270.529 $ | +353,0 % | 643.155 $ | +25.345 $ | +4,1 % | 617.810 $ | +31.542 $ | +5,4 % | 586.268 $ | +140.488 $ | +31,5 % |
| Retirement Planning Group, LLC | 742.335 $ | -341.445 $ | -31,5 % | 1.083.780 $ | -1.822.072 $ | -62,7 % | 2.905.852 $ | +1.259.329 $ | +76,5 % | 1.646.523 $ | ||
| Aspen Wealth Strategies, LLC | 2.903.462 $ | +216.549 $ | +8,1 % | 2.686.913 $ | +105.733 $ | +4,1 % | 2.581.180 $ | -304.845 $ | -10,6 % | 2.886.025 $ | +35.425 $ | +1,2 % |
| Citizens National Bank Trust Department | 2.389.641 $ | -93.449 $ | -3,8 % | 2.483.090 $ | -115.508 $ | -4,4 % | 2.598.598 $ | -302.260 $ | -10,4 % | 2.900.858 $ | +5.520 $ | +0,2 % |
| NORDEN GROUP LLC | 2.526.688 $ | -32.306 $ | -1,3 % | 2.558.994 $ | +327.114 $ | +14,7 % | 2.231.880 $ | -666.539 $ | -23,0 % | 2.898.419 $ | -787.185 $ | -21,4 % |
| YHB Investment Advisors, Inc. | 2.897.470 $ | +1.217.580 $ | +72,5 % | 1.679.890 $ | +1.274.542 $ | +314,4 % | 405.348 $ | +118.593 $ | +41,4 % | 286.755 $ | +19.302 $ | +7,2 % |
| Gambit Capital Management, LLC | 458.065 $ | -2.417.003 $ | -84,1 % | 2.875.068 $ | ||||||||
| Integrity Investment Advisors, LLC | 249.599 $ | -2.615.489 $ | -91,3 % | 2.865.088 $ | +323.655 $ | +12,7 % | ||||||
| tru Independence LLC | 2.847.518 $ | +180.354 $ | +6,8 % | 2.667.164 $ | +444.879 $ | +20,0 % | 2.222.285 $ | +62.937 $ | +2,9 % | 2.159.348 $ | +16.749 $ | +0,8 % |
| Wilkerson Advisory Group LLC | 2.840.869 $ | +252.486 $ | +9,8 % | 2.588.383 $ | +213.113 $ | +9,0 % | 2.375.270 $ | |||||
| FIRST FOUNDATION ADVISORS | 514.679 $ | -1.496.403 $ | -74,4 % | 2.011.082 $ | -363.379 $ | -15,3 % | 2.374.461 $ | -460.309 $ | -16,2 % | 2.834.770 $ | +193.699 $ | +7,3 % |
| Advisors Asset Management, Inc. | 2.785.087 $ | -30.289 $ | -1,1 % | 2.815.376 $ | -5.315 $ | -0,2 % | 2.820.691 $ | +4.078 $ | +0,1 % | 2.816.613 $ | +26.573 $ | +1,0 % |
| Watts Gwilliam & Co., LLC | 2.806.792 $ | -57.845 $ | -2,0 % | |||||||||
| INSIGNEO ADVISORY SERVICES, LLC | 1.946.841 $ | -56.903 $ | -2,8 % | 2.003.744 $ | -231.639 $ | -10,4 % | 2.235.383 $ | -559.019 $ | -20,0 % | 2.794.402 $ | -963.316 $ | -25,6 % |
| Richmond Investment Services, LLC | 1.238.861 $ | -1.269.455 $ | -50,6 % | 2.508.316 $ | -265.092 $ | -9,6 % | 2.773.408 $ | +220.418 $ | +8,6 % | 2.552.990 $ | +607.784 $ | +31,2 % |
| First International Bank & Trust | 2.771.115 $ | -528.041 $ | -16,0 % | |||||||||
| WCG Wealth Advisors LLC | 1.823.619 $ | -945.580 $ | -34,1 % | 2.769.199 $ | +478.129 $ | +20,9 % | 2.291.070 $ | -21.836 $ | -0,9 % | 2.312.906 $ | +1.144.522 $ | +98,0 % |
| Regency Capital Management Inc.\DE | 2.697.738 $ | +467.123 $ | +20,9 % | |||||||||
| SHP Wealth Management | 2.674.693 $ | +347.466 $ | +14,9 % | 2.327.227 $ | +177.264 $ | +8,2 % | 2.149.963 $ | |||||
| Pasadena Private Wealth, LLC | 1.501.406 $ | -1.173.204 $ | -43,9 % | 2.674.610 $ | +1.386.993 $ | +107,7 % | 1.287.617 $ | +302.647 $ | +30,7 % | 984.970 $ | -272.153 $ | -21,6 % |
| MERCER GLOBAL ADVISORS INC /ADV | 2.525.982 $ | -135.706 $ | -5,1 % | 2.661.688 $ | +740.787 $ | +38,6 % | 1.920.901 $ | +430.623 $ | +28,9 % | 1.490.278 $ | +634.721 $ | +74,2 % |
| Focus Financial Network, Inc. | 2.349.581 $ | +386.788 $ | +19,7 % | 1.962.793 $ | -667.779 $ | -25,4 % | 2.630.572 $ | -21.566 $ | -0,8 % | 2.652.138 $ | +455.982 $ | +20,8 % |
| Indivisible Partners | 2.648.664 $ | |||||||||||
| ShoreHaven Wealth Partners, LLC | 2.642.799 $ | +18.247 $ | +0,7 % | 2.624.552 $ | +251.065 $ | +10,6 % | 2.373.487 $ | +754.635 $ | +46,6 % | 1.618.852 $ | +32.031 $ | +2,0 % |
| SYON CAPITAL LLC | 2.429.882 $ | -155.258 $ | -6,0 % | 2.585.140 $ | +91.293 $ | +3,7 % | 2.493.847 $ | +75.449 $ | +3,1 % | 2.418.398 $ | +139.114 $ | +6,1 % |
| Arete Wealth Advisors, LLC | 722.410 $ | +176.814 $ | +32,4 % | 545.596 $ | -1.844.041 $ | -77,2 % | 2.389.637 $ | -194.363 $ | -7,5 % | 2.584.000 $ | -67.000 $ | -2,5 % |
| Dynamic Advisor Solutions LLC | 2.244.157 $ | +469.853 $ | +26,5 % | 1.774.304 $ | +248.195 $ | +16,3 % | 1.526.109 $ | -1.048.131 $ | -40,7 % | 2.574.240 $ | +349.822 $ | +15,7 % |
| Northwest Financial Advisors | 761.694 $ | -1.810.034 $ | -70,4 % | 2.571.728 $ | +199.727 $ | +8,4 % | 2.372.001 $ | +442.872 $ | +23,0 % | 1.929.129 $ | +169.055 $ | +9,6 % |
| ENDEAVOR PRIVATE WEALTH, INC. | 2.547.858 $ | +457.123 $ | +21,9 % | 2.090.735 $ | -128.106 $ | -5,8 % | 2.218.841 $ | +824.531 $ | +59,1 % | 1.394.310 $ | +351.688 $ | +33,7 % |
| Detalus Advisors, LLC | 2.533.097 $ | +242.521 $ | +10,6 % | 2.290.576 $ | +156.031 $ | +7,3 % | 2.134.545 $ | +380.826 $ | +21,7 % | 1.753.719 $ | +354.782 $ | +25,4 % |
| Callodine Capital Management, LP | 2.529.000 $ | |||||||||||
| Fire Capital Management LLC | 2.514.446 $ | +117.692 $ | +4,9 % | 2.396.754 $ | +500.299 $ | +26,4 % | 1.896.455 $ | +695.380 $ | +57,9 % | 1.201.075 $ | +214.120 $ | +21,7 % |
| CWM, LLC | 2.514.196 $ | +887.196 $ | +54,5 % | 1.627.000 $ | +1.152.000 $ | +242,5 % | 475.000 $ | +172.000 $ | +56,8 % | |||
| CHILDRESS CAPITAL ADVISORS, LLC | 2.496.781 $ | +1.156.435 $ | +86,3 % | 1.340.346 $ | -157.664 $ | -10,5 % | 1.498.010 $ | -422.370 $ | -22,0 % | |||
| Pullen Investment Management, LLC | 1.429.454 $ | -69.507 $ | -4,6 % | 1.498.961 $ | -995.416 $ | -39,9 % | 2.494.377 $ | +668.956 $ | +36,6 % | 1.825.421 $ | +288.000 $ | +18,7 % |
| Family Legacy, Inc. | 2.482.278 $ | +140.734 $ | +6,0 % | 2.341.544 $ | ||||||||
| BLUELINE ADVISORS LLC | 2.469.426 $ | -740 $ | -0,0 % | 2.470.166 $ | ||||||||
| Ipsen Advisor Group LLC | 2.465.492 $ | +41.406 $ | +1,7 % | 2.424.086 $ | +42.682 $ | +1,8 % | 2.381.404 $ | +48.739 $ | +2,1 % | 2.332.665 $ | +102.267 $ | +4,6 % |
| Sierra Capital LLC | 2.462.000 $ | +60.000 $ | +2,5 % | 2.402.000 $ | -9.000 $ | -0,4 % | 2.411.000 $ | +399.000 $ | +19,8 % | |||
| Impact Partnership Wealth, LLC | 2.459.920 $ | +561.008 $ | +29,5 % | 1.898.912 $ | +252.404 $ | +15,3 % | 1.646.508 $ | +119.993 $ | +7,9 % | 1.526.515 $ | +782.564 $ | +105,2 % |
| ArrowMark Colorado Holdings LLC | 2.452.653 $ | +18.422 $ | +0,8 % | 2.434.231 $ | +65.721 $ | +2,8 % | 2.368.510 $ | +942.912 $ | +66,1 % | 1.425.598 $ | +82.042 $ | +6,1 % |
| Valeo Financial Advisors, LLC | 1.768.976 $ | -668.587 $ | -27,4 % | 2.437.563 $ | +941.932 $ | +63,0 % | 1.495.631 $ | -285.636 $ | -16,0 % | 1.781.267 $ | ||
| IF Advisors, LLC | 2.421.012 $ | +56.664 $ | +2,4 % | 2.364.348 $ | ||||||||
| Community Bank, N.A. | 2.401.996 $ | +908 $ | +0,0 % | 2.401.088 $ | +117.595 $ | +5,1 % | 2.283.493 $ | +60.723 $ | +2,7 % | 2.222.770 $ | -25.974 $ | -1,2 % |
| Caitlin John, LLC | 2.392.569 $ | |||||||||||
| Parkwoods Wealth Partners, LLC | 2.137.403 $ | -253.481 $ | -10,6 % | 2.390.884 $ | +2.338 $ | +0,1 % | 2.388.546 $ | +487.375 $ | +25,6 % | 1.901.171 $ | +199.536 $ | +11,7 % |
| EAGLE GLOBAL ADVISORS LLC | 2.390.701 $ | +383.457 $ | +19,1 % | 2.007.244 $ | +214.183 $ | +11,9 % | 1.793.061 $ | +522.038 $ | +41,1 % | 1.271.023 $ | +797.018 $ | +168,1 % |
| National Philanthropic Trust | 2.378.887 $ | +5.654 $ | +0,2 % | 2.373.233 $ | ||||||||
| TWO SIGMA SECURITIES, LLC | 444.009 $ | -1.848.330 $ | -80,6 % | 2.292.339 $ | -78.528 $ | -3,3 % | 2.370.867 $ | +582.132 $ | +32,5 % | |||
| OBSIDIAN CIO, LLC | 124.245 $ | -63.263 $ | -33,7 % | 187.508 $ | +20.624 $ | +12,4 % | 166.884 $ | -2.185.589 $ | -92,9 % | 2.352.473 $ | +141.874 $ | +6,4 % |
| 1620 INVESTMENT ADVISORS, INC. | 2.344.507 $ | +28.370 $ | +1,2 % | 2.316.137 $ | +48.103 $ | +2,1 % | 2.268.034 $ | +75.544 $ | +3,4 % | 2.192.490 $ | +222.382 $ | +11,3 % |
| Impact Capital Partners LLC | 2.055.415 $ | -284.856 $ | -12,2 % | 2.340.271 $ | +249.828 $ | +12,0 % | 2.090.443 $ | +640.053 $ | +44,1 % | 1.450.390 $ | +687.919 $ | +90,2 % |
| Fermata Advisors, LLC | 1.255.319 $ | -319.506 $ | -20,3 % | 1.574.825 $ | -541.005 $ | -25,6 % | 2.115.830 $ | -222.920 $ | -9,5 % | 2.338.750 $ | -362.308 $ | -13,4 % |
| Q3 Asset Management | 2.330.000 $ | +109.000 $ | +4,9 % | |||||||||
| Asset Allocation Strategies LLC | 1.037.191 $ | -1.284.897 $ | -55,3 % | 2.322.088 $ | +84.751 $ | +3,8 % | 2.237.337 $ | -279.083 $ | -11,1 % | |||
| DAVENPORT & Co LLC | 2.321.054 $ | +661.902 $ | +39,9 % | 1.659.152 $ | +139.577 $ | +9,2 % | 1.519.575 $ | +6.940 $ | +0,5 % | 1.512.635 $ | +213.012 $ | +16,4 % |
| Revisor Wealth Management LLC | 2.317.722 $ | +633.195 $ | +37,6 % | 1.684.527 $ | +392.715 $ | +30,4 % | 1.291.812 $ | +902.325 $ | +231,7 % | 389.487 $ | +83.803 $ | +27,4 % |
| Main Street Financial Solutions, LLC | 1.541.460 $ | -118.232 $ | -7,1 % | 1.659.692 $ | -657.631 $ | -28,4 % | 2.317.323 $ | +978.966 $ | +73,1 % | 1.338.357 $ | +715.045 $ | +114,7 % |
| Rossby Financial, LCC | 581.493 $ | +431.743 $ | +288,3 % | 149.750 $ | +23.806 $ | +18,9 % | 125.944 $ | -2.179.139 $ | -94,5 % | 2.305.083 $ | +142.575 $ | +6,6 % |
| Smartleaf Asset Management LLC | 2.297.679 $ | +7.707 $ | +0,3 % | 2.289.972 $ | +169.861 $ | +8,0 % | 2.120.111 $ | +2.071.437 $ | +4.255,7 % | 48.674 $ | +46.391 $ | +2.032,0 % |
| OpenArc Corporate Advisory, LLC | 2.201.768 $ | -83.418 $ | -3,7 % | 2.285.186 $ | +1.264.482 $ | +123,9 % | 1.020.704 $ | |||||
| Stonebridge Financial Planning Group, LLC | 2.283.736 $ | +273.477 $ | +13,6 % | 2.010.259 $ | +334.440 $ | +20,0 % | 1.675.819 $ | +880.832 $ | +110,8 % | 794.987 $ | ||
| BECK CAPITAL MANAGEMENT, LLC | 1.966.993 $ | -302.124 $ | -13,3 % | 2.269.117 $ | +363.592 $ | +19,1 % | 1.905.525 $ | -122.298 $ | -6,0 % | |||
| Keeler Thomas Management LLC | 2.248.091 $ | |||||||||||
| Bucket List Wealth Management, LLC | 1.214.548 $ | -128.489 $ | -9,6 % | 1.343.037 $ | -904.865 $ | -40,3 % | 2.247.902 $ | |||||
| Diversified Enterprises, LLC | 302.940 $ | -1.927.242 $ | -86,4 % | 2.230.182 $ | ||||||||
| American Trust | 1.521.275 $ | -481.035 $ | -24,0 % | 2.002.310 $ | -220.635 $ | -9,9 % | 2.222.945 $ | +1.660.584 $ | +295,3 % | |||
| KENNEDY INVESTMENT GROUP, INC. | 2.218.900 $ | +296.477 $ | +15,4 % | 1.922.423 $ | +121.822 $ | +6,8 % | 1.800.601 $ | +211.576 $ | +13,3 % | 1.589.025 $ | +169.905 $ | +12,0 % |
| Financial Management, Inc. | 2.205.279 $ | +106.545 $ | +5,1 % | 2.098.734 $ | +92.689 $ | +4,6 % | 2.006.045 $ | |||||
| Endowment Wealth Management, Inc. | 2.198.909 $ | +42.535 $ | +2,0 % | 2.156.374 $ | +382.967 $ | +21,6 % | 1.773.407 $ | |||||
| Everest Financial Group LLC | 2.148.221 $ | -47.070 $ | -2,1 % | 2.195.291 $ | ||||||||
| Sharkey, Howes & Javer | 2.191.017 $ | |||||||||||
| LANARK FINANCIAL, INC. | 2.184.039 $ | +286.308 $ | +15,1 % | 1.897.731 $ | +38.166 $ | +2,1 % | 1.859.565 $ | +864.565 $ | +86,9 % | |||
| Spire Wealth Management | 2.172.121 $ | +352.090 $ | +19,3 % | 1.820.031 $ | +244.705 $ | +15,5 % | 1.575.326 $ | +197.004 $ | +14,3 % | 1.378.322 $ | +121.244 $ | +9,6 % |
| SteelPeak Wealth, LLC | 822.980 $ | -374.778 $ | -31,3 % | 1.197.758 $ | -515.640 $ | -30,1 % | 1.713.398 $ | -435.731 $ | -20,3 % | 2.149.129 $ | +99.029 $ | +4,8 % |
| TOTH FINANCIAL ADVISORY CORP | 2.138.970 $ | +845.460 $ | +65,4 % | 1.293.510 $ | -140 $ | -0,0 % | 1.293.650 $ | -116.894 $ | -8,3 % | 1.410.544 $ | +146.936 $ | +11,6 % |
| TOUNJIAN ADVISORY PARTNERS, LLC | 10.781 $ | -1.695.563 $ | -99,4 % | 1.706.344 $ | -130.026 $ | -7,1 % | 1.836.370 $ | -300.876 $ | -14,1 % | 2.137.246 $ | -2.955.588 $ | -58,0 % |
| Avid Wealth Partners LLC | 1.013.312 $ | +157.864 $ | +18,5 % | 855.448 $ | -1.276.304 $ | -59,9 % | 2.131.752 $ | +329.529 $ | +18,3 % | 1.802.223 $ | +1.149.139 $ | +176,0 % |
| Tailwinds Wealth, LLC | 2.106.049 $ | |||||||||||
| John W. Brooker & Co., CPAs | 2.088.731 $ | +930.977 $ | +80,4 % | 1.157.754 $ | +590.955 $ | +104,3 % | 566.799 $ | +328.133 $ | +137,5 % | 238.666 $ | +33.949 $ | +16,6 % |
| Coastal Bridge Advisors, LLC | 2.085.681 $ | +818.219 $ | +64,6 % | 1.267.462 $ | +499.154 $ | +65,0 % | 768.308 $ | +455 $ | +0,1 % | 767.853 $ | +108.134 $ | +16,4 % |
| Waterloo Capital, L.P. | 2.079.946 $ | +796.749 $ | +62,1 % | 1.283.197 $ | ||||||||
| Henderson Brothers Financial Partners, LLC | 1.070.340 $ | -1.001.548 $ | -48,3 % | 2.071.888 $ | ||||||||
| Cape Investment Advisory, Inc. | 1.904.186 $ | -139.823 $ | -6,8 % | 2.044.009 $ | -25.408 $ | -1,2 % | 2.069.417 $ | +1.602.850 $ | +343,5 % | 466.567 $ | -1.941.611 $ | -80,6 % |
| KMG FIDUCIARY PARTNERS, LLC | 2.061.042 $ | |||||||||||
| Colter Lewis Investment Partners LLC | 2.057.984 $ | +245.620 $ | +13,6 % | 1.812.364 $ | -240.008 $ | -11,7 % | 2.052.372 $ | |||||
| WESBANCO BANK INC | 2.014.800 $ | -8.400 $ | -0,4 % | 2.023.200 $ | +1.515.400 $ | +298,4 % | 507.800 $ | +300 $ | +0,1 % | |||
| IAMS WEALTH MANAGEMENT, LLC | 1.945.228 $ | -50.584 $ | -2,5 % | 1.995.812 $ | ||||||||
| BOS Asset Management, LLC | 1.975.194 $ | -13.849 $ | -0,7 % | 1.989.043 $ | +243.570 $ | +14,0 % | 1.745.473 $ | +977.169 $ | +127,2 % | |||
| Acropolis Investment Management, LLC | 1.785.159 $ | -41.650 $ | -2,3 % | 1.826.809 $ | -110.630 $ | -5,7 % | 1.937.439 $ | -42.734 $ | -2,2 % | 1.980.173 $ | +0 $ | +0,0 % |
| CABANA LLC | 1.962.389 $ | -55.019 $ | -2,7 % | |||||||||
| Avidian Wealth Enterprises, LLC | 1.958.884 $ | +939.470 $ | +92,2 % | 1.019.414 $ | +141.915 $ | +16,2 % | 877.499 $ | -157.289 $ | -15,2 % | 1.034.788 $ | +109.414 $ | +11,8 % |
| Circle Wealth Management, LLC | 1.795.655 $ | -154.221 $ | -7,9 % | 1.949.876 $ | +721.978 $ | +58,8 % | 1.227.898 $ | +266.831 $ | +27,8 % | 961.067 $ | +572.474 $ | +147,3 % |
| REGIONS FINANCIAL CORP | 979.607 $ | +110.422 $ | +12,7 % | 869.185 $ | +28.039 $ | +3,3 % | 841.146 $ | -1.074.784 $ | -56,1 % | 1.915.930 $ | +1.236.844 $ | +182,1 % |
| Carter Financial Group, INC. | 1.914.298 $ | +46.404 $ | +2,5 % | 1.867.894 $ | +165.531 $ | +9,7 % | 1.702.363 $ | +24.129 $ | +1,4 % | 1.678.234 $ | -56.115 $ | -3,2 % |
| Essential Investment Partners LLC | 1.905.965 $ | +114.808 $ | +6,4 % | 1.791.157 $ | +331.418 $ | +22,7 % | 1.459.739 $ | |||||
| 4WEALTH ADVISORS, INC. | 1.897.683 $ | +97.860 $ | +5,4 % | 1.799.823 $ | +21.177 $ | +1,2 % | 1.778.646 $ | +22.420 $ | +1,3 % | 1.756.226 $ | +92.996 $ | +5,6 % |
| PARSONS CAPITAL MANAGEMENT INC/RI | 946.587 $ | -186.688 $ | -16,5 % | 1.133.275 $ | -328.032 $ | -22,4 % | 1.461.307 $ | -430.706 $ | -22,8 % | 1.892.013 $ | -420.766 $ | -18,2 % |
| PCG Wealth Advisors, LLC | 1.890.418 $ | +218.901 $ | +13,1 % | 1.671.517 $ | -136.526 $ | -7,6 % | 1.808.043 $ | -59.800 $ | -3,2 % | 1.867.843 $ | ||
| E&G Advisors, LLC | 1.842.380 $ | -25.843 $ | -1,4 % | 1.868.223 $ | -9.054 $ | -0,5 % | 1.877.277 $ | -7.423 $ | -0,4 % | 1.884.700 $ | +110.226 $ | +6,2 % |
| DAHRING | CUSMANO LLC | 1.872.068 $ | +216.960 $ | +13,1 % | 1.655.108 $ | ||||||||
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 1.307.951 $ | -554.718 $ | -29,8 % | 1.862.669 $ | +196.805 $ | +11,8 % | ||||||
| A4 Wealth Advisors LLC | 467.336 $ | -708.756 $ | -60,3 % | 1.176.092 $ | -686.400 $ | -36,9 % | 1.862.492 $ | |||||
| Stratos Investment Management, LLC | 1.858.145 $ | +153.885 $ | +9,0 % | 1.704.260 $ | +76.761 $ | +4,7 % | 1.627.499 $ | -28.933 $ | -1,7 % | 1.656.432 $ | +320.065 $ | +24,0 % |
| Bright Futures Wealth Management, LLC. | 1.848.601 $ | +348.139 $ | +23,2 % | 1.500.462 $ | +393.098 $ | +35,5 % | 1.107.364 $ | +251.322 $ | +29,4 % | 856.042 $ | ||
| Bauman Advisory Group, LLC | 1.835.924 $ | +378.281 $ | +26,0 % | 1.457.643 $ | +1.093.433 $ | +300,2 % | 364.210 $ | |||||
| Savvy Advisors, Inc. | 800.606 $ | -260.414 $ | -24,5 % | 1.061.020 $ | -127.735 $ | -10,7 % | 1.188.755 $ | -640.364 $ | -35,0 % | 1.829.119 $ | +822.144 $ | +81,6 % |
| Diversified Portfolios, Inc. | 1.819.862 $ | +444.912 $ | +32,4 % | 1.374.950 $ | +744.821 $ | +118,2 % | 630.129 $ | +257.928 $ | +69,3 % | |||
| Element Wealth, LLC | 1.647.293 $ | -100.971 $ | -5,8 % | 1.748.264 $ | -67.589 $ | -3,7 % | 1.815.853 $ | +3.894 $ | +0,2 % | 1.811.959 $ | -44.948 $ | -2,4 % |
| MMA ASSET MANAGEMENT LLC | 700.041 $ | -5.730 $ | -0,8 % | 705.771 $ | -1.108.541 $ | -61,1 % | 1.814.312 $ | +1.136.684 $ | +167,7 % | 677.628 $ | -567.309 $ | -45,6 % |
| Chris Bulman Inc | 1.807.411 $ | -179.314 $ | -9,0 % | |||||||||
| Continuum Advisory, LLC | 1.798.582 $ | +282.193 $ | +18,6 % | 1.516.389 $ | +395.688 $ | +35,3 % | 1.120.701 $ | +132.725 $ | +13,4 % | 987.976 $ | +25.147 $ | +2,6 % |
| COZAD ASSET MANAGEMENT INC | 1.789.504 $ | +361.096 $ | +25,3 % | 1.428.408 $ | -202.622 $ | -12,4 % | 1.631.030 $ | +100.602 $ | +6,6 % | 1.530.428 $ | +90.248 $ | +6,3 % |
| Balance Wealth Partners LLC | 1.788.408 $ | +303.144 $ | +20,4 % | 1.485.264 $ | +601.514 $ | +68,1 % | 883.750 $ | -266.606 $ | -23,2 % | 1.150.356 $ | -36.353 $ | -3,1 % |
| Redwood Wealth Management Group, LLC | 1.713.677 $ | -53.749 $ | -3,0 % | 1.767.426 $ | -14.115 $ | -0,8 % | 1.781.541 $ | -82.358 $ | -4,4 % | |||
| Blue Trust, Inc. | 1.759.355 $ | -12.686 $ | -0,7 % | 1.772.041 $ | +50.414 $ | +2,9 % | 1.721.627 $ | +112.481 $ | +7,0 % | 1.609.146 $ | -20.562.346 $ | -92,7 % |
| Betterment LLC | 1.757.000 $ | +170.000 $ | +10,7 % | 1.587.000 $ | +589.000 $ | +59,0 % | 998.000 $ | +60.000 $ | +6,4 % | 938.000 $ | -181.000 $ | -16,2 % |
| WESPAC Advisors, LLC | 1.753.800 $ | +424.582 $ | +31,9 % | 1.329.218 $ | +126.579 $ | +10,5 % | 1.202.639 $ | -272.138 $ | -18,5 % | 1.474.777 $ | +206 $ | +0,0 % |
| KG Capital Management | 1.752.053 $ | +423.544 $ | +31,9 % | 1.328.509 $ | +92.536 $ | +7,5 % | 1.235.973 $ | +109.063 $ | +9,7 % | 1.126.910 $ | +479.188 $ | +74,0 % |
| Segment Wealth Management, LLC | 1.690.658 $ | -42.322 $ | -2,4 % | 1.732.980 $ | +54.230 $ | +3,2 % | 1.678.750 $ | +8.596 $ | +0,5 % | 1.670.154 $ | +13.674 $ | +0,8 % |
| WFA of San Diego, LLC | 704.731 $ | -901.669 $ | -56,1 % | 1.606.400 $ | -56.063 $ | -3,4 % | 1.662.463 $ | -65.936 $ | -3,8 % | 1.728.399 $ | -1.415 $ | -0,1 % |
| HAMILTON CAPITAL PARTNERS, LLC | 1.723.022 $ | |||||||||||
| Portside Wealth Group, LLC | 1.715.447 $ | +164.064 $ | +10,6 % | 1.551.383 $ | +69.336 $ | +4,7 % | 1.482.047 $ | +108.461 $ | +7,9 % | 1.373.586 $ | +42.157 $ | +3,2 % |
| CONDOR CAPITAL MANAGEMENT | 1.701.306 $ | +49.336 $ | +3,0 % | 1.651.970 $ | +386.634 $ | +30,6 % | 1.265.336 $ | -74.750 $ | -5,6 % | 1.340.086 $ | +83.937 $ | +6,7 % |
| Cresset Asset Management, LLC | 1.700.486 $ | +616.563 $ | +56,9 % | 1.083.923 $ | -407.596 $ | -27,3 % | 1.491.519 $ | +1.273.419 $ | +583,9 % | 218.100 $ | ||
| M Wealth Management, LLC | 1.661.705 $ | -35.792 $ | -2,1 % | 1.697.497 $ | +120.853 $ | +7,7 % | 1.576.644 $ | -98.843 $ | -5,9 % | 1.675.487 $ | -161.410 $ | -8,8 % |
| SYNOVUS FINANCIAL CORP | 1.685.134 $ | |||||||||||
| Navis Wealth Advisors, LLC | 1.661.968 $ | |||||||||||
| HM PAYSON & CO | 1.631.282 $ | +3.877 $ | +0,2 % | 1.627.405 $ | -31.771 $ | -1,9 % | 1.659.176 $ | +54.375 $ | +3,4 % | 1.604.801 $ | +26.323 $ | +1,7 % |
| Golden State Wealth Management, LLC | 1.658.461 $ | +1.254.595 $ | +310,6 % | 403.866 $ | +54.462 $ | +15,6 % | 349.404 $ | +68.525 $ | +24,4 % | 280.879 $ | -248.837 $ | -47,0 % |
| Lake Hills Wealth Management, LLC | 1.652.386 $ | |||||||||||
| LAFFER TENGLER INVESTMENTS, INC. | 1.542.772 $ | -92.188 $ | -5,6 % | 1.634.960 $ | +73.100 $ | +4,7 % | 1.561.860 $ | -13.488 $ | -0,9 % | 1.575.348 $ | +236.715 $ | +17,7 % |
| Legacy Financial Strategies, LLC | 1.633.851 $ | +89.240 $ | +5,8 % | 1.544.611 $ | +23.165 $ | +1,5 % | 1.521.446 $ | +340.913 $ | +28,9 % | 1.180.533 $ | +219.683 $ | +22,9 % |
| Prosperity Financial Group, Inc. | 1.631.231 $ | +1.306.903 $ | +403,0 % | 324.328 $ | +1.087 $ | +0,3 % | 323.241 $ | +111.996 $ | +53,0 % | 211.245 $ | ||
| HARBOUR INVESTMENT MANAGEMENT LLC | 1.619.202 $ | +29.054 $ | +1,8 % | 1.590.148 $ | ||||||||
| BLUE JEAN FINANCIAL LLC | 1.616.639 $ | +158.780 $ | +10,9 % | 1.457.859 $ | +98.774 $ | +7,3 % | 1.359.085 $ | |||||
| Simplicity Wealth,LLC | 1.615.446 $ | +672.665 $ | +71,3 % | 942.781 $ | -89.966 $ | -8,7 % | 1.032.747 $ | -1.500.087 $ | -59,2 % | |||
| PRIVATE TRUST CO NA | 611.922 $ | -677.773 $ | -52,6 % | 1.289.695 $ | +55.002 $ | +4,5 % | 1.234.693 $ | -380.030 $ | -23,5 % | 1.614.723 $ | +607.534 $ | +60,3 % |
| Ergawealth Advisors, Inc. | 1.590.746 $ | -13.293 $ | -0,8 % | 1.604.039 $ | ||||||||
| Robertson Stephens Wealth Management, LLC | 492.203 $ | +16.316 $ | +3,4 % | 475.887 $ | -1.022.444 $ | -68,2 % | 1.498.331 $ | -56.908 $ | -3,7 % | 1.555.239 $ | +21.777 $ | +1,4 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.547.440 $ | +148.278 $ | +10,6 % | 1.399.162 $ | +35.986 $ | +2,6 % | 1.363.176 $ | -111.712 $ | -7,6 % | 1.474.888 $ | +115.569 $ | +8,5 % |
| Able Wealth Management LLC | 1.518.497 $ | +318.549 $ | +26,5 % | 1.199.948 $ | +892.785 $ | +290,7 % | 307.163 $ | |||||
| Quadrant Private Wealth Management, LLC | 1.173.006 $ | -331.119 $ | -22,0 % | 1.504.125 $ | +423.736 $ | +39,2 % | 1.080.389 $ | +293.502 $ | +37,3 % | 786.887 $ | +112.039 $ | +16,6 % |
| Cornerstone Wealth, LLC/TN | 1.477.059 $ | -12.592 $ | -0,8 % | 1.489.651 $ | ||||||||
| PATRON PARTNERS, LLC | 1.167.895 $ | -270.410 $ | -18,8 % | 1.438.305 $ | -38.030 $ | -2,6 % | 1.476.335 $ | -8.031 $ | -0,5 % | 1.484.366 $ | +18.124 $ | +1,2 % |
| AIFG Consultants Ltd. | 1.480.082 $ | +164.589 $ | +12,5 % | 1.315.493 $ | +80.273 $ | +6,5 % | ||||||
| Ferguson Shapiro LLC | 1.476.696 $ | |||||||||||
| Kingdom Financial Group LLC. | 4.797 $ | +12 $ | +0,3 % | 4.785 $ | -32.794 $ | -87,3 % | 37.579 $ | -1.430.961 $ | -97,4 % | 1.468.540 $ | +971.824 $ | +195,6 % |
| QUATTRO FINANCIAL ADVISORS LLC | 1.441.644 $ | -36.247 $ | -2,5 % | |||||||||
| Drucker Wealth 3.0, LLC | 1.438.658 $ | +347.052 $ | +31,8 % | 1.091.606 $ | +58.980 $ | +5,7 % | 1.032.626 $ | +26.090 $ | +2,6 % | 1.006.536 $ | +367.464 $ | +57,5 % |
| Freestate Advisors LLC | 1.435.364 $ | +18.454 $ | +1,3 % | 1.416.910 $ | +757.771 $ | +115,0 % | 659.139 $ | +128.700 $ | +24,3 % | 530.439 $ | +172.585 $ | +48,2 % |
| JAMES INVESTMENT RESEARCH, INC. | 1.429.819 $ | +244.183 $ | +20,6 % | 1.185.636 $ | +469.340 $ | +65,5 % | 716.296 $ | +117.971 $ | +19,7 % | 598.325 $ | +68.357 $ | +12,9 % |
| FULCRUM WEALTH ADVISORS, LLC | 1.386.011 $ | -25.460 $ | -1,8 % | 1.411.471 $ | -17.801 $ | -1,2 % | 1.429.272 $ | |||||
| Stonebridge Financial Group, LLC / MO | 1.426.985 $ | +1.073.147 $ | +303,3 % | 353.838 $ | ||||||||
| Second Line Capital, LLC | 252.527 $ | -1.168.996 $ | -82,2 % | 1.421.523 $ | ||||||||
| SAX WEALTH ADVISORS, LLC | 1.413.342 $ | +321.296 $ | +29,4 % | 1.092.046 $ | +0 $ | +0,0 % | 1.092.046 $ | |||||
| WEDBUSH SECURITIES INC | 1.413.000 $ | +318.000 $ | +29,0 % | 1.095.000 $ | -154.000 $ | -12,3 % | 1.249.000 $ | -48.000 $ | -3,7 % | 1.297.000 $ | -253.000 $ | -16,3 % |
| Tudor Financial Inc. | 1.406.745 $ | |||||||||||
| BlueChip Wealth Advisors LLC | 676.411 $ | -721.946 $ | -51,6 % | 1.398.357 $ | -342.489 $ | -19,7 % | ||||||
| KPP Advisory Services LLC | 980.452 $ | -254.106 $ | -20,6 % | 1.234.558 $ | -110.806 $ | -8,2 % | 1.345.364 $ | -47.212 $ | -3,4 % | 1.392.576 $ | -337.479 $ | -19,5 % |
| Western Wealth Management, LLC | 1.125.202 $ | -260.743 $ | -18,8 % | 1.385.945 $ | +368.787 $ | +36,3 % | 1.017.158 $ | +404.239 $ | +66,0 % | 612.919 $ | +165.636 $ | +37,0 % |
| Tenzing Financial LLC | 1.366.908 $ | -13.113 $ | -1,0 % | 1.380.021 $ | +210.487 $ | +18,0 % | 1.169.534 $ | |||||
| Trek Financial, LLC | 1.365.557 $ | |||||||||||
| Garden State Investment Advisory Services LLC | 1.263.997 $ | +164.545 $ | +15,0 % | 1.099.452 $ | +197.821 $ | +21,9 % | 901.631 $ | -458.283 $ | -33,7 % | 1.359.914 $ | -72.078 $ | -5,0 % |
| Lansing Street Advisors | 1.339.340 $ | |||||||||||
| Annex Advisory Services, LLC | 984.500 $ | -62.800 $ | -6,0 % | 1.047.300 $ | -91.872 $ | -8,1 % | 1.139.172 $ | -198.076 $ | -14,8 % | 1.337.248 $ | -518.843 $ | -28,0 % |
| First Financial Group Corp | 1.203.177 $ | -72.695 $ | -5,7 % | 1.275.872 $ | -40.220 $ | -3,1 % | 1.316.092 $ | +560.993 $ | +74,3 % | 755.099 $ | +520.634 $ | +222,1 % |
| Ruggaard & Associates LLC | 1.310.742 $ | +251.168 $ | +23,7 % | 1.059.574 $ | +44.950 $ | +4,4 % | 1.014.624 $ | -7.527 $ | -0,7 % | 1.022.151 $ | +351.470 $ | +52,4 % |
| Banque Transatlantique SA | 1.293.201 $ | -3.913 $ | -0,3 % | 1.297.114 $ | ||||||||
| Moors & Cabot, Inc. | 1.295.321 $ | +138.524 $ | +12,0 % | 1.156.797 $ | +790.851 $ | +216,1 % | 365.946 $ | |||||
| Berman McAleer LLC | 1.291.888 $ | +79.381 $ | +6,5 % | 1.212.507 $ | +408.184 $ | +50,7 % | 804.323 $ | +47.599 $ | +6,3 % | 756.724 $ | ||
| Qube Research & Technologies Ltd | 1.287.454 $ | +819.920 $ | +175,4 % | 467.534 $ | -789.854 $ | -62,8 % | 1.257.388 $ | +90.057 $ | +7,7 % | 1.167.331 $ | +177.757 $ | +18,0 % |
| Pacific Park Financial, Inc. | 1.149.708 $ | -131.251 $ | -10,2 % | 1.280.959 $ | +418.722 $ | +48,6 % | 862.237 $ | |||||
| SECURED RETIREMENT ADVISORS, LLC | 932.803 $ | -36.316 $ | -3,7 % | 969.119 $ | -310.757 $ | -24,3 % | 1.279.876 $ | +26.727 $ | +2,1 % | 1.253.149 $ | -50.568 $ | -3,9 % |
| Haverford Financial Services, Inc. | 1.248.393 $ | +832 $ | +0,1 % | 1.247.561 $ | -32.208 $ | -2,5 % | 1.279.769 $ | +84.975 $ | +7,1 % | 1.194.794 $ | +245.552 $ | +25,9 % |
| Sloy Dahl & Holst, LLC | 1.258.211 $ | +18.101 $ | +1,5 % | 1.240.110 $ | +10.004 $ | +0,8 % | 1.230.106 $ | +15.448 $ | +1,3 % | 1.214.658 $ | +41.318 $ | +3,5 % |
| STABLEFORD CAPITAL II LLC | 930.483 $ | -293.443 $ | -24,0 % | 1.223.926 $ | -30.676 $ | -2,4 % | 1.254.602 $ | |||||
| Elm3 Financial Group, LLC | 582.554 $ | -185.488 $ | -24,2 % | 768.042 $ | -43.464 $ | -5,4 % | 811.506 $ | -439.358 $ | -35,1 % | 1.250.864 $ | -7.178 $ | -0,6 % |
| HERBST GROUP, LLC | 1.246.730 $ | +541.023 $ | +76,7 % | 705.707 $ | ||||||||
| Equity Wealth Partners, LLC | 1.246.726 $ | +191.040 $ | +18,1 % | 1.055.686 $ | +34.534 $ | +3,4 % | 1.021.152 $ | +100.961 $ | +11,0 % | 920.191 $ | ||
| AXXCESS WEALTH MANAGEMENT, LLC | 233.819 $ | -1.009.513 $ | -81,2 % | 1.243.332 $ | +32.571 $ | +2,7 % | 1.210.761 $ | -97.884 $ | -7,5 % | |||
| Omnitrust Wealth Management, Inc | 225.658 $ | -1.009.353 $ | -81,7 % | 1.235.011 $ | +1.000.030 $ | +425,6 % | ||||||
| Three Seasons Wealth, LLC | 295.215 $ | -2.808 $ | -0,9 % | 298.023 $ | -826.168 $ | -73,5 % | 1.124.191 $ | -107.935 $ | -8,8 % | 1.232.126 $ | ||
| CORA CAPITAL ADVISORS LLC | 734.579 $ | +59.621 $ | +8,8 % | 674.958 $ | -556.665 $ | -45,2 % | 1.231.623 $ | +196.219 $ | +19,0 % | 1.035.404 $ | +611 $ | +0,1 % |
| CI INVESTMENTS INC. | 1.204.944 $ | +2.864 $ | +0,2 % | 1.202.080 $ | +80.974 $ | +7,2 % | 1.121.106 $ | -4.894 $ | -0,4 % | 1.126.000 $ | +1.000 $ | +0,1 % |
| Legacy Advisors, LLC | 1.078.691 $ | +2.510 $ | +0,2 % | 1.076.181 $ | +49.660 $ | +4,8 % | 1.026.521 $ | -168.485 $ | -14,1 % | 1.195.006 $ | ||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 715.485 $ | -421.183 $ | -37,1 % | 1.136.668 $ | +71.005 $ | +6,7 % | 1.065.663 $ | -113.648 $ | -9,6 % | 1.179.311 $ | -526.020 $ | -30,8 % |
| Burford Brothers, Inc. | 919.928 $ | -247.145 $ | -21,2 % | 1.167.073 $ | +942.295 $ | +419,2 % | 224.778 $ | -888 $ | -0,4 % | 225.666 $ | ||
| Lynx Investment Advisory | 1.164.552 $ | |||||||||||
| Legacies Wealth LLC | 1.154.302 $ | +155.969 $ | +15,6 % | 998.333 $ | ||||||||
| Euro Pacific Asset Management, LLC | 1.146.000 $ | +639.000 $ | +126,0 % | 507.000 $ | +0 $ | +0,0 % | 507.000 $ | -151.000 $ | -22,9 % | 658.000 $ | +101.000 $ | +18,1 % |
| Balefire, LLC | 727.574 $ | +3.757 $ | +0,5 % | 723.817 $ | -412.007 $ | -36,3 % | 1.135.824 $ | |||||
| Tranquilli Financial Advisor LLC | 733.022 $ | +67.024 $ | +10,1 % | 665.998 $ | -440.751 $ | -39,8 % | 1.106.749 $ | -17.235 $ | -1,5 % | 1.123.984 $ | +29.359 $ | +2,7 % |
| Veltria Advisors Corp. | 1.102.928 $ | +6.483 $ | +0,6 % | 1.096.445 $ | +70.522 $ | +6,9 % | ||||||
| Allspring Global Investments Holdings, LLC | 1.100.682 $ | +103.356 $ | +10,4 % | 997.326 $ | -4.158 $ | -0,4 % | 1.001.484 $ | +21.430 $ | +2,2 % | 980.054 $ | +198.504 $ | +25,4 % |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.093.281 $ | +380.702 $ | +53,4 % | 712.579 $ | +60.446 $ | +9,3 % | 652.133 $ | |||||
| Triumph Capital Management | 749.272 $ | -17.962 $ | -2,3 % | 767.234 $ | -275.776 $ | -26,4 % | 1.043.010 $ | -50.233 $ | -4,6 % | 1.093.243 $ | -88.268 $ | -7,5 % |
| Alchemi Wealth, LLC | 1.088.923 $ | +74.528 $ | +7,3 % | 1.014.395 $ | +125.951 $ | +14,2 % | 888.444 $ | |||||
| KANE INVESTMENT MANAGEMENT, INC. | 987.267 $ | +96.951 $ | +10,9 % | 890.316 $ | -196.725 $ | -18,1 % | 1.087.041 $ | +42.942 $ | +4,1 % | 1.044.099 $ | -44.316 $ | -4,1 % |
| Opal Wealth Advisors, LLC | 734.665 $ | -14.304 $ | -1,9 % | 748.969 $ | -47.044 $ | -5,9 % | 796.013 $ | -266.449 $ | -25,1 % | 1.062.462 $ | -86.102 $ | -7,5 % |
| Investor's Fiduciary Advisor Network, LLC | 1.048.000 $ | -11.000 $ | -1,0 % | 1.059.000 $ | +89.000 $ | +9,2 % | 970.000 $ | +89.000 $ | +10,1 % | 881.000 $ | ||
| Optivise Advisory Services LLC | 1.009.256 $ | -1.063 $ | -0,1 % | 1.010.319 $ | -45.500 $ | -4,3 % | 1.055.819 $ | +12.061 $ | +1,2 % | 1.043.758 $ | +16.310 $ | +1,6 % |
| PRINCIPAL SECURITIES, INC. | 965.799 $ | +188.857 $ | +24,3 % | 776.942 $ | -278.508 $ | -26,4 % | 1.055.450 $ | +55.792 $ | +5,6 % | 999.658 $ | -10.352 $ | -1,0 % |
| Keystone Financial Group | 976.046 $ | -65.094 $ | -6,3 % | 1.041.140 $ | +239.713 $ | +29,9 % | 801.427 $ | +251.121 $ | +45,6 % | 550.306 $ | +103.292 $ | +23,1 % |
| PLANWISER FINANCIAL, LLC | 1.040.979 $ | +42.029 $ | +4,2 % | 998.950 $ | +13.528 $ | +1,4 % | 985.422 $ | |||||
| Accurate Wealth Management, LLC | 501.693 $ | -51.801 $ | -9,4 % | 553.494 $ | -487.364 $ | -46,8 % | 1.040.858 $ | +166.708 $ | +19,1 % | 874.150 $ | -13.742 $ | -1,5 % |
| Wealthcare Capital Partners, LLC | 1.030.198 $ | +155.724 $ | +17,8 % | 874.474 $ | +206.717 $ | +31,0 % | 667.757 $ | +178.542 $ | +36,5 % | 489.215 $ | +217.550 $ | +80,1 % |
| Invst, LLC | 1.025.886 $ | -3.114 $ | -0,3 % | 1.029.000 $ | +578.226 $ | +128,3 % | 450.774 $ | +68.220 $ | +17,8 % | |||
| LaSalle St. Investment Advisors, LLC | 1.024.308 $ | +278.460 $ | +37,3 % | 745.848 $ | +1.848 $ | +0,2 % | 744.000 $ | +60.000 $ | +8,8 % | 684.000 $ | -7.000 $ | -1,0 % |
| CALTON & ASSOCIATES, INC. | 990.871 $ | +18.217 $ | +1,9 % | 972.654 $ | -40.144 $ | -4,0 % | 1.012.798 $ | +453.824 $ | +81,2 % | |||
| SHELTON CAPITAL MANAGEMENT | 1.010.700 $ | +800.794 $ | +381,5 % | 209.906 $ | ||||||||
| Heritage Trust Co | 766.765 $ | -3.238 $ | -0,4 % | 770.003 $ | -10.060 $ | -1,3 % | 780.063 $ | -220.063 $ | -22,0 % | 1.000.126 $ | +13.574 $ | +1,4 % |
| PERSPECTIVE WEALTH ADVISORS LLC | 999.046 $ | |||||||||||
| LightSquare Wealth Management, LLC | 990.339 $ | +155.883 $ | +18,7 % | 834.456 $ | ||||||||
| Tidemark, LLC | 808.574 $ | -178.645 $ | -18,1 % | 987.219 $ | +40.389 $ | +4,3 % | 946.830 $ | +54.705 $ | +6,1 % | 892.125 $ | +361.165 $ | +68,0 % |
| Larson Financial Group LLC | 630.326 $ | -354.072 $ | -36,0 % | 984.398 $ | +921.475 $ | +1.464,4 % | 62.923 $ | -127 $ | -0,2 % | 63.050 $ | +16.817 $ | +36,4 % |
| CVA Family Office, LLC | 981.930 $ | |||||||||||
| Uptown Financial Advisors LLC | 876.557 $ | -97.901 $ | -10,0 % | 974.458 $ | -117 $ | -0,0 % | 974.575 $ | +35.653 $ | +3,8 % | 938.922 $ | -500.094 $ | -34,8 % |
| Curi Capital, LLC | 956.325 $ | +2.225 $ | +0,2 % | 954.100 $ | +59.895 $ | +6,7 % | 894.205 $ | +1.492 $ | +0,2 % | 892.713 $ | +10.525 $ | +1,2 % |
| FOCUSED ALPHA, LLC | 954.388 $ | +112.040 $ | +13,3 % | 842.348 $ | +107.186 $ | +14,6 % | 735.162 $ | |||||
| Hutchinson Financial Advisors, INC | 952.328 $ | -99.720 $ | -9,5 % | |||||||||
| MUIRFIELD WEALTH ADVISORS LLC | 946.598 $ | +113.139 $ | +13,6 % | 833.459 $ | +265.569 $ | +46,8 % | 567.890 $ | -7.457 $ | -1,3 % | 575.347 $ | +15.159 $ | +2,7 % |
| Heritage Family Offices, LLP | 201.202 $ | -402.281 $ | -66,7 % | 603.483 $ | -317.781 $ | -34,5 % | 921.264 $ | -697 $ | -0,1 % | 921.961 $ | +120.434 $ | +15,0 % |
| Wealth Management Partners, LLC | 830.964 $ | -18.325 $ | -2,2 % | 849.289 $ | -71.469 $ | -7,8 % | 920.758 $ | +25.253 $ | +2,8 % | 895.505 $ | +63.464 $ | +7,6 % |
| Capital Analysts, LLC | 915.000 $ | +168.000 $ | +22,5 % | 747.000 $ | +631.000 $ | +544,0 % | 116.000 $ | +81.000 $ | +231,4 % | 35.000 $ | +12.000 $ | +52,2 % |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 403.920 $ | -502.740 $ | -55,4 % | 906.660 $ | -3.780 $ | -0,4 % | 910.440 $ | -3.600 $ | -0,4 % | 914.040 $ | +540 $ | +0,1 % |
| Nest Investments, LLC | 911.752 $ | |||||||||||
| Client First Investment Management LLC | 911.496 $ | |||||||||||
| NICOLET BANKSHARES INC | 834.071 $ | -39.620 $ | -4,5 % | 873.691 $ | -31.656 $ | -3,5 % | 905.347 $ | +274.051 $ | +43,4 % | 631.296 $ | +59.882 $ | +10,5 % |
| Focus Partners Advisor Solutions, LLC | 214.491 $ | -678.953 $ | -76,0 % | 893.444 $ | +511.956 $ | +134,2 % | ||||||
| MONEY CONCEPTS CAPITAL CORP | 846.465 $ | -43.371 $ | -4,9 % | 889.836 $ | +590.453 $ | +197,2 % | 299.383 $ | |||||
| Key FInancial Inc | 885.898 $ | +106.624 $ | +13,7 % | 779.274 $ | +338.267 $ | +76,7 % | 441.007 $ | -73.342 $ | -14,3 % | 514.349 $ | +58.614 $ | +12,9 % |
| Emerald Advisors, LLC | 879.570 $ | +154.134 $ | +21,2 % | 725.436 $ | +379.671 $ | +109,8 % | 345.765 $ | +7.310 $ | +2,2 % | 338.455 $ | -41.994 $ | -11,0 % |
| Compound Planning, Inc. | 878.455 $ | +20.037 $ | +2,3 % | 858.418 $ | +578.930 $ | +207,1 % | 279.488 $ | -321.173 $ | -53,5 % | 600.661 $ | -747.121 $ | -55,4 % |
| Rose Capital Advisors LLC | 872.265 $ | |||||||||||
| Sargent Investment Group, LLC | 803.043 $ | +11.982 $ | +1,5 % | 791.061 $ | -75.880 $ | -8,8 % | 866.941 $ | +17.392 $ | +2,0 % | 849.549 $ | +458.334 $ | +117,2 % |
| Princeton Global Asset Management LLC | 866.560 $ | +854.813 $ | +7.276,9 % | 11.747 $ | -132 $ | -1,1 % | 11.879 $ | |||||
| Cyndeo Wealth Partners, LLC | 865.350 $ | +212.297 $ | +32,5 % | 653.053 $ | +171.055 $ | +35,5 % | 481.998 $ | -22.025 $ | -4,4 % | 504.023 $ | +9.343 $ | +1,9 % |
| Csenge Advisory Group | 703.887 $ | -161.425 $ | -18,7 % | 865.312 $ | +300.228 $ | +53,1 % | 565.084 $ | +50.966 $ | +9,9 % | 514.118 $ | +159.385 $ | +44,9 % |
| Worth Financial Advisory Group, LLC | 860.299 $ | +613.165 $ | +248,1 % | 247.134 $ | ||||||||
| MATHER GROUP, LLC. | 668.516 $ | -189.368 $ | -22,1 % | 857.884 $ | +671.325 $ | +359,8 % | 186.559 $ | |||||
| Prime Capital Investment Advisors, LLC | 855.749 $ | +101.454 $ | +13,5 % | 754.295 $ | ||||||||
| Belvedere Trading LLC | 850.649 $ | +547.492 $ | +180,6 % | 303.157 $ | +52.249 $ | +20,8 % | ||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 811.204 $ | -27.906 $ | -3,3 % | 839.110 $ | +465.476 $ | +124,6 % | 373.634 $ | -2.646 $ | -0,7 % | 376.280 $ | -113.407 $ | -23,2 % |
| PAX Financial Group, LLC | 836.998 $ | +69.052 $ | +9,0 % | 767.946 $ | +18.368 $ | +2,5 % | ||||||
| Sepio Capital, LP | 201.625 $ | -633.653 $ | -75,9 % | 835.278 $ | -494 $ | -0,1 % | 835.772 $ | +489.958 $ | +141,7 % | 345.814 $ | ||
| RESOLUTE CAPITAL, LLC | 833.740 $ | +197.011 $ | +30,9 % | 636.729 $ | +75.544 $ | +13,5 % | 561.185 $ | |||||
| Avise Financial Cooperative, Inc. | 831.217 $ | +80.603 $ | +10,7 % | 750.614 $ | -17.089 $ | -2,2 % | 767.703 $ | |||||
| High Note Wealth, LLC | 821.775 $ | |||||||||||
| Vantage Financial Partners, LLC | 794.397 $ | -14.506 $ | -1,8 % | 808.903 $ | -28.029 $ | -3,3 % | ||||||
| PFG Investments, LLC | 515.460 $ | +53.390 $ | +11,6 % | 462.070 $ | -338.121 $ | -42,3 % | 800.191 $ | +64.906 $ | +8,8 % | 735.285 $ | -36.587 $ | -4,7 % |
| KELLEHER FINANCIAL ADVISORS | 798.886 $ | +114.428 $ | +16,7 % | |||||||||
| Entelevest, LLC | 472.207 $ | -22.514 $ | -4,6 % | 494.721 $ | -298.218 $ | -37,6 % | 792.939 $ | |||||
| STEINBERGANNA WEALTH MANAGEMENT | 785.372 $ | +286.306 $ | +57,4 % | 499.066 $ | +550 $ | +0,1 % | 498.516 $ | +7.067 $ | +1,4 % | 491.449 $ | ||
| Duncan Williams Asset Management, LLC | 783.883 $ | +6.649 $ | +0,9 % | 777.234 $ | +1.094 $ | +0,1 % | 776.140 $ | |||||
| FIRST HORIZON CORP | 383.765 $ | -339.838 $ | -47,0 % | 723.603 $ | -58.793 $ | -7,5 % | 782.396 $ | +392.831 $ | +100,8 % | 389.565 $ | ||
| Gateway Wealth Partners, LLC | 352.978 $ | -426.552 $ | -54,7 % | 779.530 $ | ||||||||
| UNIQUE WEALTH, LLC | 773.476 $ | +120.441 $ | +18,4 % | 653.035 $ | +226.976 $ | +53,3 % | 426.059 $ | -68.154 $ | -13,8 % | 494.213 $ | -625.531 $ | -55,9 % |
| SAM Advisors, LLC | 772.982 $ | +107.500 $ | +16,2 % | 665.482 $ | +53.322 $ | +8,7 % | 612.160 $ | -88.408 $ | -12,6 % | 700.568 $ | +37.032 $ | +5,6 % |
| CAP Partners, LLC | 421.459 $ | +853 $ | +0,2 % | 420.606 $ | -15.152 $ | -3,5 % | 435.758 $ | -331.945 $ | -43,2 % | 767.703 $ | +21.188 $ | +2,8 % |
| Essex Financial Services, Inc. | 566.062 $ | -73.242 $ | -11,5 % | 639.304 $ | -111.347 $ | -14,8 % | 750.651 $ | +113.768 $ | +17,9 % | 636.883 $ | -48.804 $ | -7,1 % |
| Northside Capital Management, LLC | 716.940 $ | -4.760 $ | -0,7 % | 721.700 $ | -7.140 $ | -1,0 % | 728.840 $ | -2.940 $ | -0,4 % | 731.780 $ | -4.900 $ | -0,7 % |
| J.M. Arbour, LLC | 730.388 $ | +201.201 $ | +38,0 % | 529.187 $ | +118.276 $ | +28,8 % | 410.911 $ | |||||
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 328.185 $ | +780 $ | +0,2 % | 327.405 $ | -188.511 $ | -36,5 % | 515.916 $ | -212.168 $ | -29,1 % | 728.084 $ | -68.082 $ | -8,6 % |
| Radcliffe Capital Management, L.P. | 727.627 $ | |||||||||||
| Canvas Wealth Advisors, LLC | 451.144 $ | -181.011 $ | -28,6 % | 632.155 $ | -91.139 $ | -12,6 % | 723.294 $ | -286 $ | -0,0 % | 723.580 $ | ||
| Krilogy Financial LLC | 635.518 $ | +3.649 $ | +0,6 % | 631.869 $ | -81.313 $ | -11,4 % | 713.182 $ | +92.824 $ | +15,0 % | 620.358 $ | ||
| XTX Topco Ltd | 707.108 $ | |||||||||||
| Redhawk Wealth Advisors, Inc. | 523.802 $ | +175.651 $ | +50,5 % | 348.151 $ | -357.722 $ | -50,7 % | 705.873 $ | +448.294 $ | +174,0 % | 257.579 $ | -94.392 $ | -26,8 % |
| Quotient Wealth Partners, LLC | 702.752 $ | +180.721 $ | +34,6 % | 522.031 $ | +222.699 $ | +74,4 % | 299.332 $ | -1.183 $ | -0,4 % | 300.515 $ | ||
| NAPA WEALTH MANAGEMENT | 692.335 $ | +1.526 $ | +0,2 % | |||||||||
| SIGNET FINANCIAL MANAGEMENT, LLC | 692.138 $ | +96.582 $ | +16,2 % | 595.556 $ | +188.304 $ | +46,2 % | 407.252 $ | +13.077 $ | +3,3 % | |||
| Regal Investment Advisors LLC | 689.137 $ | +132.632 $ | +23,8 % | 556.505 $ | ||||||||
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 618.593 $ | -61.351 $ | -9,0 % | 679.944 $ | +86.676 $ | +14,6 % | ||||||
| ARWA LLC | 679.382 $ | |||||||||||
| Bolthouse Investments, LLC | 678.371 $ | -21.323 $ | -3,0 % | |||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 629.390 $ | -23.350 $ | -3,6 % | 652.740 $ | -14.694 $ | -2,2 % | 667.434 $ | +232.656 $ | +53,5 % | 434.778 $ | -1.547 $ | -0,4 % |
| Robinhood Asset Management, LLC | 666.548 $ | |||||||||||
| Pine Harbor Wealth Management, LLC | 663.469 $ | +9.391 $ | +1,4 % | 654.078 $ | +2.120 $ | +0,3 % | 651.958 $ | +2.634 $ | +0,4 % | 649.324 $ | +246.927 $ | +61,4 % |
| Principle Wealth Partners LLC | 521.407 $ | +2.485 $ | +0,5 % | 518.922 $ | -101.109 $ | -16,3 % | 620.031 $ | -43.372 $ | -6,5 % | 663.403 $ | +276.171 $ | +71,3 % |
| Leelyn Smith, LLC | 530.117 $ | +45.585 $ | +9,4 % | 484.532 $ | +40.338 $ | +9,1 % | 444.194 $ | -217.621 $ | -32,9 % | 661.815 $ | -72.079 $ | -9,8 % |
| CIBC Bancorp USA Inc. | 634.003 $ | |||||||||||
| Jefferies Financial Group Inc. | 630.570 $ | +188.479 $ | +42,6 % | 442.091 $ | -897.151 $ | -67,0 % | ||||||
| Avantra Family Wealth, Inc. | 626.502 $ | +83.576 $ | +15,4 % | 542.926 $ | +207.321 $ | +61,8 % | 335.605 $ | -918 $ | -0,3 % | |||
| Chicago Partners Investment Group LLC | 619.896 $ | |||||||||||
| MERIDIAN INVESTMENT COUNSEL INC. | 335.759 $ | -175.497 $ | -34,3 % | 511.256 $ | -103.291 $ | -16,8 % | 614.547 $ | +363.186 $ | +144,5 % | 251.361 $ | -1.458.914 $ | -85,3 % |
| Founders Financial Alliance, LLC | 614.489 $ | +352.894 $ | +134,9 % | 261.595 $ | +848 $ | +0,3 % | 260.747 $ | +3.519 $ | +1,4 % | 257.228 $ | +3.478 $ | +1,4 % |
| Sequent Planning LLC | 405.605 $ | -195.491 $ | -32,5 % | 601.096 $ | -8.197 $ | -1,3 % | 609.293 $ | +52.780 $ | +9,5 % | 556.513 $ | +44.416 $ | +8,7 % |
| Northwest & Ethical Investments L.P. | 608.404 $ | +1.446 $ | +0,2 % | 606.958 $ | ||||||||
| CoreCap Advisors, LLC | 431.893 $ | -69.361 $ | -13,8 % | 501.254 $ | -41.630 $ | -7,7 % | 542.884 $ | -64.836 $ | -10,7 % | 607.720 $ | +24.450 $ | +4,2 % |
| BlackDiamond Wealth Management, LLC | 604.716 $ | +200.900 $ | +49,8 % | 403.816 $ | -100.703 $ | -20,0 % | 504.519 $ | +95.131 $ | +23,2 % | 409.388 $ | +46.751 $ | +12,9 % |
| AVAII WEALTH MANAGEMENT, LLC | 603.204 $ | +279.325 $ | +86,2 % | 323.879 $ | +29.605 $ | +10,1 % | 294.274 $ | +49.260 $ | +20,1 % | 245.014 $ | ||
| First Heartland Consultants, Inc. | 601.719 $ | +25.134 $ | +4,4 % | 576.585 $ | +79.008 $ | +15,9 % | 497.577 $ | +11.183 $ | +2,3 % | 486.394 $ | +43.543 $ | +9,8 % |
| DAYMARK WEALTH PARTNERS, LLC | 521.814 $ | +1.240 $ | +0,2 % | 520.574 $ | -2.170 $ | -0,4 % | 522.744 $ | -78.237 $ | -13,0 % | 600.981 $ | +301.657 $ | +100,8 % |
| Redwood Family Wealth LLC | 590.810 $ | +70.054 $ | +13,5 % | 520.756 $ | -1.487 $ | -0,3 % | 522.243 $ | |||||
| StoneX Group Inc. | 228.594 $ | -361.479 $ | -61,3 % | 590.073 $ | +386.021 $ | +189,2 % | 204.052 $ | |||||
| Seelaus Asset Management LLC | 248.007 $ | -92.595 $ | -27,2 % | 340.602 $ | -177.135 $ | -34,2 % | 517.737 $ | -70.600 $ | -12,0 % | 588.337 $ | -12.340 $ | -2,1 % |
| Wealthspire Retirement, LLC | 456.188 $ | -48.698 $ | -9,6 % | 504.886 $ | +2.955 $ | +0,6 % | 501.931 $ | -84.278 $ | -14,4 % | 586.209 $ | -188.281 $ | -24,3 % |
| BETO FINANCIAL GROUP, LLC | 565.757 $ | +162.761 $ | +40,4 % | 402.996 $ | ||||||||
| MCDONALD PARTNERS LLC | 559.504 $ | +108.885 $ | +24,2 % | 450.619 $ | +160.380 $ | +55,3 % | 290.239 $ | |||||
| Redwood Investment Management, LLC | 553.000 $ | +6.000 $ | +1,1 % | 547.000 $ | +1.000 $ | +0,2 % | 546.000 $ | +38.000 $ | +7,5 % | 508.000 $ | +303.000 $ | +147,8 % |
| STEEL GROVE CAPITAL ADVISORS, LLC | 550.643 $ | +1.308 $ | +0,2 % | 549.335 $ | +49.143 $ | +9,8 % | 500.192 $ | +0 $ | +0,0 % | |||
| Genesis Financial Group, LLC | 540.596 $ | +14.091 $ | +2,7 % | 526.505 $ | -5.192 $ | -1,0 % | 531.697 $ | |||||
| Parcion Private Wealth LLC | 459.255 $ | -80.390 $ | -14,9 % | 539.645 $ | -32.453.816 $ | -98,4 % | ||||||
| Paladin Partners, LLC | 537.012 $ | +45.350 $ | +9,2 % | 491.662 $ | -1.948 $ | -0,4 % | 493.610 $ | |||||
| AMERIFLEX GROUP, INC. | 536.440 $ | +415.659 $ | +344,1 % | |||||||||
| Sterling Investment Advisors, Ltd. | 534.689 $ | +36.530 $ | +7,3 % | 498.159 $ | -2.077 $ | -0,4 % | 500.236 $ | -1.978 $ | -0,4 % | 502.214 $ | +296 $ | +0,1 % |
| LifeWealth Investments, LLC | 533.190 $ | +3.360 $ | +0,6 % | |||||||||
| Planned Solutions, Inc. | 440.348 $ | +12.611 $ | +2,9 % | 427.737 $ | +34.075 $ | +8,7 % | 393.662 $ | -137.543 $ | -25,9 % | 531.205 $ | +87.643 $ | +19,8 % |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 528.428 $ | |||||||||||
| Quantum Portfolio Management LLC | 525.096 $ | +1.248 $ | +0,2 % | 523.848 $ | -2.184 $ | -0,4 % | 526.032 $ | -2.080 $ | -0,4 % | 528.112 $ | -50.438 $ | -8,7 % |
| Hobbs Group Advisors, LLC | 202.481 $ | -118.339 $ | -36,9 % | 320.820 $ | -125.809 $ | -28,2 % | 446.629 $ | -77.077 $ | -14,7 % | 523.706 $ | -313.965 $ | -37,5 % |
| Strategic Wealth Partners, Ltd. | 5.049 $ | -7.544 $ | -59,9 % | 12.593 $ | -52 $ | -0,4 % | 12.645 $ | -510.897 $ | -97,6 % | 523.542 $ | +505.272 $ | +2.765,6 % |
| GREENWOOD CAPITAL ASSOCIATES LLC | 514.011 $ | +167.300 $ | +48,3 % | 346.711 $ | +62.382 $ | +21,9 % | 284.329 $ | |||||
| LexAurum Advisors, LLC | 513.907 $ | -698.475 $ | -57,6 % | |||||||||
| Essex LLC | 511.040 $ | +258.710 $ | +102,5 % | 252.330 $ | +27.078 $ | +12,0 % | 225.252 $ | |||||
| NORTHERN TRUST CORP | 507.524 $ | |||||||||||
| Laurel Wealth Advisors LLC | 504.900 $ | -800 $ | -0,2 % | 505.700 $ | +75.770 $ | +17,6 % | 429.930 $ | |||||
| Riverstone Advisors, LLC | 502.297 $ | |||||||||||
| Running Point Capital Advisors, LLC | 432.879 $ | -58.289 $ | -11,9 % | 491.168 $ | +1.165 $ | +0,2 % | ||||||
| WHITTIER TRUST CO | 489.989 $ | +164.673 $ | +50,6 % | 325.316 $ | -902 $ | -0,3 % | 326.218 $ | +0 $ | +0,0 % | 326.218 $ | -966 $ | -0,3 % |
| FIRST CITIZENS BANK & TRUST CO | 481.495 $ | -779.236 $ | -61,8 % | |||||||||
| Spectrum Wealth Advisory Group, LLC | 382.622 $ | -97.899 $ | -20,4 % | 480.521 $ | +261.553 $ | +119,4 % | 218.968 $ | -47.808 $ | -17,9 % | 266.776 $ | -97.486 $ | -26,8 % |
| Intrepid Financial Planning Group LLC | 472.937 $ | +65.056 $ | +15,9 % | 407.881 $ | +75.695 $ | +22,8 % | 332.186 $ | +7.799 $ | +2,4 % | 324.387 $ | +42.848 $ | +15,2 % |
| South Shore Capital Advisors | 470.567 $ | |||||||||||
| GM Advisory Group, LLC | 469.766 $ | |||||||||||
| Vertex Planning Partners, LLC | 382.149 $ | -32.957 $ | -7,9 % | 415.106 $ | -49.161 $ | -10,6 % | 464.267 $ | -1.567 $ | -0,3 % | 465.834 $ | -79.307 $ | -14,5 % |
| BTS Asset Management, Inc. | 449.826 $ | -2.584 $ | -0,6 % | 452.410 $ | -4.967 $ | -1,1 % | 457.377 $ | +5.397 $ | +1,2 % | |||
| Daybright Advisory Services, Inc. | 280.063 $ | -172.759 $ | -38,2 % | 452.822 $ | +4.030 $ | +0,9 % | 448.792 $ | |||||
| Tennessee Valley Asset Management Partners | 392.969 $ | -59.591 $ | -13,2 % | 452.560 $ | +18.430 $ | +4,2 % | 434.130 $ | |||||
| A. D. Beadell Investment Counsel, Inc. | 448.000 $ | +0 $ | +0,0 % | 448.000 $ | -2.000 $ | -0,4 % | 450.000 $ | -1.000 $ | -0,2 % | 451.000 $ | +5.000 $ | +1,1 % |
| MOSAIC FINANCIAL GROUP, LLC | 451.000 $ | +4.000 $ | +0,9 % | 447.000 $ | +0 $ | +0,0 % | 447.000 $ | +3.000 $ | +0,7 % | 444.000 $ | +4.000 $ | +0,9 % |
| SeaCrest Wealth Management, LLC | 445.170 $ | -2.298 $ | -0,5 % | 447.468 $ | +50.202 $ | +12,6 % | 397.266 $ | +39.580 $ | +11,1 % | |||
| Bulltick Wealth Management, LLC | 350.220 $ | +815 $ | +0,2 % | 349.405 $ | -95.798 $ | -21,5 % | 445.203 $ | +9.466 $ | +2,2 % | 435.737 $ | +5.915 $ | +1,4 % |
| CARDIFF PARK ADVISORS, LLC | 444.102 $ | |||||||||||
| Global Assets Advisory, LLC | 443.252 $ | +149.494 $ | +50,9 % | 293.758 $ | -18.270 $ | -5,9 % | 312.028 $ | |||||
| Allworth Financial LP | 441.925 $ | +197.821 $ | +81,0 % | 244.104 $ | -18.511 $ | -7,0 % | 262.615 $ | -62.014 $ | -19,1 % | 324.629 $ | -102.792 $ | -24,0 % |
| Perennial Investment Advisors, LLC | 427.490 $ | -11.646 $ | -2,7 % | 439.136 $ | +51.279 $ | +13,2 % | 387.857 $ | +30.678 $ | +8,6 % | |||
| Causey Wealth LLC | 423.108 $ | |||||||||||
| XY Planning Network, Inc. | 355.551 $ | -66.096 $ | -15,7 % | 421.647 $ | +113.362 $ | +36,8 % | 308.285 $ | |||||
| Blue Chip Partners, LLC | 374.935 $ | +35.072 $ | +10,3 % | 339.863 $ | -26.572 $ | -7,3 % | 366.435 $ | -55.195 $ | -13,1 % | 421.630 $ | ||
| NEW WAVE WEALTH ADVISORS LLC | 419.478 $ | |||||||||||
| MILESTONE ASSET MANAGEMENT, LLC | 418.986 $ | |||||||||||
| R2 Capital Strategies, LLC | 417.199 $ | |||||||||||
| MARIETTA INVESTMENT PARTNERS LLC | 410.912 $ | |||||||||||
| ACCREDITED INVESTOR SERVICES, LLC | 248.815 $ | +592 $ | +0,2 % | 248.223 $ | -1.035 $ | -0,4 % | 249.258 $ | -157.896 $ | -38,8 % | 407.154 $ | +240 $ | +0,1 % |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 405.494 $ | |||||||||||
| Snowden Capital Advisors LLC | 350.784 $ | -53.990 $ | -13,3 % | 404.774 $ | -3.101 $ | -0,8 % | ||||||
| D.A. DAVIDSON & CO. | 291.529 $ | -112.489 $ | -27,8 % | 404.018 $ | +12.175 $ | +3,1 % | 391.843 $ | +169.020 $ | +75,9 % | 222.823 $ | +132 $ | +0,1 % |
| Hurley Capital, LLC | 396.354 $ | -1.496 $ | -0,4 % | 397.850 $ | +34.522 $ | +9,5 % | 363.328 $ | +4.907 $ | +1,4 % | 358.421 $ | ||
| River Street Advisors LLC | 314.456 $ | -82.593 $ | -20,8 % | 397.049 $ | -110.147 $ | -21,7 % | ||||||
| GTS SECURITIES LLC | 396.700 $ | +165.956 $ | +71,9 % | 230.744 $ | -1.873.465 $ | -89,0 % | ||||||
| REICON WEALTH ADVISORS, LLC | 392.802 $ | +86.850 $ | +28,4 % | 305.952 $ | -26.359 $ | -7,9 % | 332.311 $ | |||||
| Bryn Mawr Trust Advisors, LLC | 285.195 $ | -106.345 $ | -27,2 % | 391.540 $ | +33.439 $ | +9,3 % | 358.101 $ | +86.132 $ | +31,7 % | |||
| Venturi Wealth Management, LLC | 391.335 $ | +18.394 $ | +4,9 % | 372.941 $ | -14.039 $ | -3,6 % | ||||||
| Security Financial Services, INC. | 282.946 $ | -106.817 $ | -27,4 % | 389.763 $ | +94.932 $ | +32,2 % | 294.831 $ | |||||
| AlTi Global, Inc. | 389.480 $ | |||||||||||
| Sunpointe, LLC | 264.896 $ | -9.248 $ | -3,4 % | 274.144 $ | -114.122 $ | -29,4 % | 388.266 $ | -10.682 $ | -2,7 % | |||
| Independent Wealth Network Inc. | 385.719 $ | -1.853 $ | -0,5 % | 387.572 $ | ||||||||
| Outlook Wealth Advisors, LLC | 375.455 $ | -8.949 $ | -2,3 % | 384.404 $ | -9.568 $ | -2,4 % | ||||||
| Raleigh Capital Management Inc. | 58.357 $ | -7.856 $ | -11,9 % | 66.213 $ | -309.941 $ | -82,4 % | 376.154 $ | +15.318 $ | +4,2 % | 360.836 $ | -20.848 $ | -5,5 % |
| Heck Capital Advisors, LLC | 266.982 $ | -2.983 $ | -1,1 % | 269.965 $ | -20.867 $ | -7,2 % | 290.832 $ | -81.307 $ | -21,8 % | 372.139 $ | -1.652.591 $ | -81,6 % |
| BESSEMER GROUP INC | 372.000 $ | +119.000 $ | +47,0 % | 253.000 $ | +223.000 $ | +743,3 % | ||||||
| Empire Financial Management Company, LLC | 371.707 $ | +115.492 $ | +45,1 % | 256.215 $ | +48.280 $ | +23,2 % | 207.935 $ | -6.485 $ | -3,0 % | 214.420 $ | ||
| Balboa Wealth Partners | 312.331 $ | +29.667 $ | +10,5 % | 282.664 $ | -80.574 $ | -22,2 % | 363.238 $ | -6.495 $ | -1,8 % | 369.733 $ | -5.848 $ | -1,6 % |
| Bridgewater Advisors Inc. | 300.989 $ | -715 $ | -0,2 % | 301.704 $ | -834 $ | -0,3 % | 302.538 $ | -65.915 $ | -17,9 % | 368.453 $ | -1.603 $ | -0,4 % |
| Comprehensive Financial Consultants Institutional, Inc. | 232.103 $ | -103.512 $ | -30,8 % | 335.615 $ | -32.355 $ | -8,8 % | 367.970 $ | +85.786 $ | +30,4 % | 282.184 $ | ||
| Avior Wealth Management, LLC | 367.564 $ | +1.047 $ | +0,3 % | 366.517 $ | ||||||||
| HOWARD BAILEY SECURITIES, LLC | 313.040 $ | -54.506 $ | -14,8 % | 367.546 $ | -21.047 $ | -5,4 % | ||||||
| Clarkston Capital Partners, LLC | 365.183 $ | |||||||||||
| Cottage Street Advisors LLC | 337.931 $ | -26.738 $ | -7,3 % | 364.669 $ | +826 $ | +0,2 % | 363.843 $ | |||||
| CULLEN/FROST BANKERS, INC. | 205.799 $ | +26.258 $ | +14,6 % | 179.541 $ | -185.015 $ | -50,8 % | 364.556 $ | +41.077 $ | +12,7 % | 323.479 $ | +67.730 $ | +26,5 % |
| Key Client Fiduciary Advisors, LLC | 362.064 $ | |||||||||||
| Sound Income Strategies, LLC | 273.656 $ | +73.518 $ | +36,7 % | 200.138 $ | -4.254 $ | -2,1 % | 204.392 $ | -157.373 $ | -43,5 % | 361.765 $ | +132.093 $ | +57,5 % |
| INTEGRITY ALLIANCE, LLC. | 353.499 $ | +46.348 $ | +15,1 % | 307.151 $ | -16.796 $ | -5,2 % | 323.947 $ | +115.568 $ | +55,5 % | 208.379 $ | ||
| Baldwin Investment Management, LLC | 352.902 $ | |||||||||||
| SPIREPOINT PRIVATE CLIENT, LLC | 351.319 $ | |||||||||||
| Rollins Financial Advisors, LLC | 349.290 $ | |||||||||||
| City Center Advisors, LLC | 345.402 $ | +36.835 $ | +11,9 % | 308.567 $ | +26.482 $ | +9,4 % | 282.085 $ | |||||
| Wedmont Private Capital | 345.131 $ | +3.322 $ | +1,0 % | 341.809 $ | -13.856 $ | -3,9 % | ||||||
| HBK Sorce Advisory LLC | 343.688 $ | |||||||||||
| Rathbones Group PLC | 341.312 $ | |||||||||||
| One Degree Advisors Inc | 338.000 $ | +5.000 $ | +1,5 % | 333.000 $ | ||||||||
| Activest Wealth Management | 108.873 $ | -226.276 $ | -67,5 % | 335.149 $ | +77.950 $ | +30,3 % | 257.199 $ | |||||
| Trust Co | 334.094 $ | +68.437 $ | +25,8 % | 265.657 $ | +78.968 $ | +42,3 % | 186.689 $ | |||||
| Regatta Research & Money Management | 333.762 $ | |||||||||||
| FORTEM FINANCIAL GROUP, LLC | 331.568 $ | |||||||||||
| Aptus Capital Advisors, LLC | 331.416 $ | +144.846 $ | +77,6 % | 186.570 $ | -7.860 $ | -4,0 % | 194.430 $ | +10.302 $ | +5,6 % | 184.128 $ | -16.038 $ | -8,0 % |
| Sequoia Financial Advisors, LLC | 225.135 $ | -106.250 $ | -32,1 % | 331.385 $ | +80.558 $ | +32,1 % | 250.827 $ | |||||
| Triad Wealth Partners, LLC | 299.296 $ | -31.995 $ | -9,7 % | 331.291 $ | -282.913 $ | -46,1 % | ||||||
| Lloyd Advisory Services, LLC. | 61.194 $ | +56.409 $ | +1.178,9 % | 4.785 $ | -320.798 $ | -98,5 % | 325.583 $ | -5.147 $ | -1,6 % | 330.730 $ | -88.720 $ | -21,2 % |
| SAXON INTERESTS, INC. | 311.151 $ | -4.793 $ | -1,5 % | 315.944 $ | -6.947 $ | -2,2 % | 322.891 $ | -6.032 $ | -1,8 % | 328.923 $ | +56.819 $ | +20,9 % |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 328.770 $ | |||||||||||
| Gaddis Premier Wealth Advisors LLC | 318.424 $ | -9.486 $ | -2,9 % | 327.910 $ | +48.035 $ | +17,2 % | 279.875 $ | |||||
| Americana Partners, LLC | 320.464 $ | -1.624 $ | -0,5 % | 322.088 $ | -4.276 $ | -1,3 % | 326.364 $ | -542 $ | -0,2 % | 326.906 $ | +16.151 $ | +5,2 % |
| Stratos Wealth Advisors, LLC | 326.668 $ | |||||||||||
| WORLD EQUITY GROUP, INC. | 294.237 $ | -30.045 $ | -9,3 % | 324.282 $ | +67.823 $ | +26,4 % | ||||||
| Virtu Financial LLC | 324.000 $ | |||||||||||
| Firestone Capital Management | 321.369 $ | +764 $ | +0,2 % | 320.605 $ | -1.337 $ | -0,4 % | 321.942 $ | |||||
| FOURPATH CAPITAL MANAGEMENT, LLC | 287.294 $ | -30.944 $ | -9,7 % | 318.238 $ | -30.973 $ | -8,9 % | ||||||
| J. M. Brown & Associates Inc. | 316.774 $ | |||||||||||
| XCELSIOR ADVISOR PARTNERS LLC | 316.034 $ | |||||||||||
| Millstone Evans Group, LLC | 44.578 $ | -267.767 $ | -85,7 % | 312.345 $ | -1.583 $ | -0,5 % | 313.928 $ | -1.212 $ | -0,4 % | 315.140 $ | -36.904 $ | -10,5 % |
| OneAscent Financial Services LLC | 241.380 $ | -72.373 $ | -23,1 % | 313.753 $ | +4.753 $ | +1,5 % | ||||||
| Mayfair Advisory Group, LLC | 309.533 $ | +6.876 $ | +2,3 % | 302.657 $ | +16.331 $ | +5,7 % | 286.326 $ | -26.213 $ | -8,4 % | 312.539 $ | -4.043 $ | -1,3 % |
| OneAscent Family Office, LLC | 306.777 $ | +4.758 $ | +1,6 % | 302.019 $ | +81.642 $ | +37,0 % | 220.377 $ | -2.192 $ | -1,0 % | 222.569 $ | ||
| Callan Family Office, LLC | 306.626 $ | |||||||||||
| RMR Wealth Builders | 306.156 $ | +29.569 $ | +10,7 % | 276.587 $ | ||||||||
| Idaho Trust Co | 245.025 $ | -37.778 $ | -13,4 % | 282.803 $ | -21.064 $ | -6,9 % | 303.867 $ | -277.013 $ | -47,7 % | |||
| HERITAGE OAK WEALTH ADVISORS LLC | 303.766 $ | -47.678 $ | -13,6 % | |||||||||
| KAVAR CAPITAL PARTNERS GROUP, LLC | 302.220 $ | |||||||||||
| Community Bank & Trust, Waco, Texas | 302.000 $ | +1.000 $ | +0,3 % | 301.000 $ | +23.000 $ | +8,3 % | 278.000 $ | |||||
| United Community Bank | 280.513 $ | -12.886 $ | -4,4 % | 293.399 $ | -7.749 $ | -2,6 % | 301.148 $ | -7.039 $ | -2,3 % | |||
| TRUST CO OF OKLAHOMA | 301.072 $ | +716 $ | +0,2 % | 300.356 $ | +2.844 $ | +1,0 % | 297.512 $ | -1.176 $ | -0,4 % | 298.688 $ | +176 $ | +0,1 % |
| Goldstone Financial Group, LLC | 299.406 $ | +712 $ | +0,2 % | 298.694 $ | +45.440 $ | +17,9 % | 253.254 $ | |||||
| Alteri Wealth LLC | 295.033 $ | +22.192 $ | +8,1 % | 272.841 $ | +24.724 $ | +10,0 % | ||||||
| PW Nova Financial Services LLC | 287.953 $ | +982 $ | +0,3 % | 286.971 $ | ||||||||
| Madison Wealth Partners, Inc | 285.638 $ | +1.184 $ | +0,4 % | |||||||||
| FIDUCIENT ADVISORS LLC | 284.667 $ | +169 $ | +0,1 % | |||||||||
| VICTORY FINANCIAL GROUP, LLC | 282.670 $ | |||||||||||
| Sandro Wealth Management LLC | 282.039 $ | |||||||||||
| TECTONIC ADVISORS LLC | 280.741 $ | +27.657 $ | +10,9 % | 253.084 $ | +47.096 $ | +22,9 % | 205.988 $ | |||||
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 280.730 $ | |||||||||||
| Manhattan West Asset Management, LLC | 279.973 $ | |||||||||||
| CHESAPEAKE ASSET MANAGEMENT LLC | 278.190 $ | |||||||||||
| Sovereign Financial Group, Inc. | 257.297 $ | -20.342 $ | -7,3 % | 277.639 $ | ||||||||
| Ironwood Financial, llc | 277.478 $ | |||||||||||
| BURNEY CO/ | 243.791 $ | -30.858 $ | -11,2 % | 274.649 $ | +37.760 $ | +15,9 % | 236.889 $ | -121 $ | -0,1 % | |||
| Ninety One UK Ltd | 135.869 $ | +323 $ | +0,2 % | 135.546 $ | -565 $ | -0,4 % | 136.111 $ | -137.187 $ | -50,2 % | 273.298 $ | +136.729 $ | +100,1 % |
| SUMMIT WEALTH GROUP LLC / CO | 271.463 $ | -114.186 $ | -29,6 % | |||||||||
| Bellecapital International Ltd. | 224.882 $ | -45.756 $ | -16,9 % | 270.638 $ | ||||||||
| FIDUCIARY TRUST CO | 269.850 $ | +58.046 $ | +27,4 % | 211.804 $ | ||||||||
| Wealth Watch Advisors, INC | 268.782 $ | +11.480 $ | +4,5 % | 257.302 $ | +3.552 $ | +1,4 % | ||||||
| NWF Advisory Services Inc. | 266.336 $ | +23.862 $ | +9,8 % | 242.474 $ | -457.118 $ | -65,3 % | ||||||
| Commonwealth Financial Services, LLC | 264.635 $ | |||||||||||
| XML Financial, LLC | 260.024 $ | +618 $ | +0,2 % | 259.406 $ | -4.875 $ | -1,8 % | 264.281 $ | +29.423 $ | +12,5 % | 234.858 $ | -44.267 $ | -15,9 % |
| Advyzon Investment Management, LLC | 263.269 $ | |||||||||||
| Plotkin Financial Advisors, LLC | 260.780 $ | +619 $ | +0,2 % | 260.161 $ | -1.084 $ | -0,4 % | 261.245 $ | -1.033 $ | -0,4 % | 262.278 $ | ||
| Signature Equity Partners, LLC | 191.404 $ | +14.734 $ | +8,3 % | 176.670 $ | -81.069 $ | -31,5 % | 257.739 $ | |||||
| PRIVATE CLIENT SERVICES, LLC | 257.401 $ | |||||||||||
| High Net Worth Advisory Group LLC | 254.957 $ | +828 $ | +0,3 % | 254.129 $ | ||||||||
| West Wealth Group, LLC | 254.405 $ | +16.747 $ | +7,0 % | 237.658 $ | +1.916 $ | +0,8 % | 235.742 $ | |||||
| OPAL CAPITAL LLC | 253.342 $ | |||||||||||
| Ruggiero Investments, Inc. | 252.904 $ | |||||||||||
| Turtle Creek Wealth Advisors, LLC | 252.555 $ | |||||||||||
| VOYA INVESTMENT MANAGEMENT LLC | 252.450 $ | |||||||||||
| Comprehensive Money Management Services LLC | 251.440 $ | |||||||||||
| NOVEM GROUP | 250.835 $ | -73.052 $ | -22,6 % | |||||||||
| TCFG Investment Advisors, LLC | 249.734 $ | |||||||||||
| TCFG WEALTH MANAGEMENT, LLC | 249.734 $ | +26.272 $ | +11,8 % | 223.462 $ | -3.829 $ | -1,7 % | 227.291 $ | -7.225 $ | -3,1 % | |||
| CLG LLC | 200.146 $ | -48.048 $ | -19,4 % | 248.194 $ | +3.991 $ | +1,6 % | 244.203 $ | -79.167 $ | -24,5 % | |||
| Jones Kertz & Associates, Inc. | 247.754 $ | +41.388 $ | +20,1 % | 206.366 $ | ||||||||
| Financial Network Wealth Advisors LLC | 246.978 $ | +24.474 $ | +11,0 % | 222.504 $ | +24.289 $ | +12,3 % | 198.215 $ | +3.855 $ | +2,0 % | 194.360 $ | +14.771 $ | +8,2 % |
| Empower Advisory Group, LLC | 246.131 $ | |||||||||||
| United Asset Strategies, Inc. | 244.213 $ | |||||||||||
| Altus Wealth Group LLC | 244.127 $ | |||||||||||
| TCTC Holdings, LLC | 238.731 $ | -161 $ | -0,1 % | 238.892 $ | +2.455 $ | +1,0 % | ||||||
| Patriot Financial Group Insurance Agency, LLC | 238.822 $ | |||||||||||
| Empirical Asset Management, LLC | 209.132 $ | -29.603 $ | -12,4 % | 238.735 $ | ||||||||
| HBW ADVISORY SERVICES LLC | 223.638 $ | -11.306 $ | -4,8 % | 234.944 $ | +30.726 $ | +15,0 % | ||||||
| Legacy Trust | 233.365 $ | +555 $ | +0,2 % | 232.810 $ | ||||||||
| LARCH CAPITAL PARTNERS LLC | 231.497 $ | -378 $ | -0,2 % | 231.875 $ | -34 $ | -0,0 % | 231.909 $ | |||||
| Centurion Wealth Management LLC | 228.350 $ | |||||||||||
| Advisor Resource Council | 224.677 $ | -3.427 $ | -1,5 % | 228.104 $ | -3.876 $ | -1,7 % | ||||||
| FIRST TRUST ADVISORS LP | 227.154 $ | |||||||||||
| TITLEIST ASSET MANAGEMENT, LLC | 226.204 $ | +849 $ | +0,4 % | 225.355 $ | +4.027 $ | +1,8 % | 221.328 $ | +2.471 $ | +1,1 % | 218.857 $ | +2.550 $ | +1,2 % |
| Wellspring Financial Advisors, LLC | 224.176 $ | +533 $ | +0,2 % | 223.643 $ | -932 $ | -0,4 % | 224.575 $ | -888 $ | -0,4 % | 225.463 $ | +133 $ | +0,1 % |
| Townsend Financial Planning, LLC | 222.975 $ | |||||||||||
| Archer Investment Corp | 222.156 $ | +111.342 $ | +100,5 % | 110.814 $ | +108.987 $ | +5.965,4 % | 1.827 $ | |||||
| Advisors Capital Management, LLC | 220.364 $ | |||||||||||
| Monument Capital Management | 219.228 $ | |||||||||||
| Wallace Advisory Group, LLC | 218.318 $ | |||||||||||
| Frontier Asset Management, LLC | 218.250 $ | +16.753 $ | +8,3 % | 201.497 $ | ||||||||
| Wealthspire Advisors, LLC | 206.045 $ | -6.905 $ | -3,2 % | 212.950 $ | +10.794 $ | +5,3 % | 202.156 $ | -4.508 $ | -2,2 % | 206.664 $ | +1.419 $ | +0,7 % |
| PKS Advisory Services, LLC | 212.108 $ | |||||||||||
| Fisher Asset Management, LLC | 211.532 $ | -361.266 $ | -63,1 % | |||||||||
| Northern Financial Advisors Inc | 209.123 $ | |||||||||||
| MOULTON WEALTH MANAGEMENT, INC | 208.292 $ | |||||||||||
| LEUTHOLD GROUP, LLC | 206.014 $ | -429.173 $ | -67,6 % | |||||||||
| Pacific Excel Wealth Advisors, Inc. | 201.203 $ | |||||||||||
| WOODWARD DIVERSIFIED CAPITAL, LLC | 200.344 $ | |||||||||||
| ARCH CAPITAL GROUP LTD. | 199.015 $ | +473 $ | +0,2 % | 198.542 $ | -827 $ | -0,4 % | 199.369 $ | -789 $ | -0,4 % | 200.158 $ | +119 $ | +0,1 % |
| MPWM ADVISORY SOLUTIONS, LLC | 198.628 $ | |||||||||||
| Glassman Wealth Services | 186.994 $ | |||||||||||
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 184.036 $ | +108.985 $ | +145,2 % | 75.051 $ | ||||||||
| Mosley Wealth Management | 102.607 $ | -74.470 $ | -42,1 % | 177.077 $ | ||||||||
| Allied Private Wealth LLC | 174.973 $ | |||||||||||
| Transce3nd, LLC | 137.698 $ | -11.650 $ | -7,8 % | 149.348 $ | -4.536 $ | -2,9 % | 153.884 $ | -12.897 $ | -7,7 % | 166.781 $ | -1.332.881 $ | -88,9 % |
| MassMutual Private Wealth & Trust, FSB | 50.580 $ | -101.760 $ | -66,8 % | 152.340 $ | ||||||||
| Sankala Group LLC | 151.815 $ | |||||||||||
| Annis Gardner Whiting Capital Advisors, LLC | 149.650 $ | -624 $ | -0,4 % | 150.274 $ | ||||||||
| Operose Advisors LLC | 149.551 $ | |||||||||||
| Financial Connections Group, Inc. | 75.000 $ | +0 $ | +0,0 % | 75.000 $ | -73.000 $ | -49,3 % | 148.000 $ | -77.000 $ | -34,2 % | |||
| HighMark Wealth Management LLC | 146.439 $ | +80.630 $ | +122,5 % | 65.809 $ | ||||||||
| North Star Investment Management Corp. | 130.820 $ | +737 $ | +0,6 % | 130.083 $ | -593 $ | -0,5 % | 130.676 $ | -12.294 $ | -8,6 % | 142.970 $ | +3.160 $ | +2,3 % |
| CIBC Private Wealth Group LLC | 90.842 $ | -44.647 $ | -33,0 % | 135.489 $ | +124.476 $ | +1.130,3 % | ||||||
| LifeSteps Financial, Inc. | 127.547 $ | |||||||||||
| DecisionPoint Financial, LLC | 122.601 $ | +118.444 $ | +2.849,3 % | 4.157 $ | -47 $ | -1,1 % | 4.204 $ | -13.933 $ | -76,8 % | 18.137 $ | ||
| SIMPLEX TRADING, LLC | 90.124 $ | -32.476 $ | -26,5 % | 122.600 $ | +99.688 $ | +435,1 % | 22.912 $ | +17.912 $ | +358,2 % | 5.000 $ | -6.000 $ | -54,5 % |
| MCGUIRE CAPITAL ADVISORS INC | 118.324 $ | -499 $ | -0,4 % | 118.823 $ | -3.737 $ | -3,0 % | 122.560 $ | |||||
| Cove Street Capital, LLC | 121.872 $ | +25.447 $ | +26,4 % | |||||||||
| TRUST CO OF VERMONT | 56.246 $ | -54.120 $ | -49,0 % | 110.366 $ | -10.139 $ | -8,4 % | 120.505 $ | |||||
| Quest 10 Wealth Builders, Inc. | 46.703 $ | -6.840 $ | -12,8 % | 53.543 $ | -30.268 $ | -36,1 % | 83.811 $ | +7.946 $ | +10,5 % | 75.865 $ | -6.502 $ | -7,9 % |
| Anchor Bay Capital, Inc. | 83.589 $ | |||||||||||
| SouthState Bank Corp | 82.562 $ | +67.328 $ | +442,0 % | 15.234 $ | -30.441 $ | -66,6 % | ||||||
| Plante Moran Financial Advisors, LLC | 78.714 $ | |||||||||||
| Clearstead Trust, LLC | 72.605 $ | +172 $ | +0,2 % | 72.433 $ | -302 $ | -0,4 % | 72.735 $ | -3.131 $ | -4,1 % | 75.866 $ | -34.769 $ | -31,4 % |
| STANCE CAPITAL LLC | 75.555 $ | +3.346 $ | +4,6 % | 72.209 $ | ||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 49.224 $ | -23.854 $ | -32,6 % | 73.078 $ | +24.510 $ | +50,5 % | 48.568 $ | -218.733 $ | -81,8 % | |||
| MidFirst Bank | 5.966 $ | -19.732 $ | -76,8 % | 25.698 $ | -44.933 $ | -63,6 % | 70.631 $ | |||||
| IAG Wealth Partners, LLC | 67.777 $ | -268 $ | -0,4 % | 68.045 $ | +40 $ | +0,1 % | ||||||
| Covenant Partners, LLC | 64.945 $ | |||||||||||
| Global Trust Asset Management, LLC | 45.037 $ | +107 $ | +0,2 % | 44.930 $ | -187 $ | -0,4 % | 45.117 $ | -19.272 $ | -29,9 % | 64.389 $ | -30.412 $ | -32,1 % |
| FWL INVESTMENT MANAGEMENT, LLC | 63.314 $ | |||||||||||
| Heritage Wealth Advisors | 62.568 $ | +885 $ | +1,4 % | 61.683 $ | +200 $ | +0,3 % | 61.483 $ | +830 $ | +1,4 % | 60.653 $ | +821 $ | +1,4 % |
| Beacon Financial Strategies CORP | 59.629 $ | |||||||||||
| GHP Investment Advisors, Inc. | 55.539 $ | +132 $ | +0,2 % | 55.407 $ | -231 $ | -0,4 % | 55.638 $ | -220 $ | -0,4 % | 55.858 $ | +33 $ | +0,1 % |
| Key Capital Management, INC | 53.701 $ | +28.866 $ | +116,2 % | 24.835 $ | +4.830 $ | +24,1 % | 20.005 $ | |||||
| ROGCO, LP | 52.953 $ | |||||||||||
| Westside Investment Management, Inc. | 45.441 $ | +108 $ | +0,2 % | 45.333 $ | -189 $ | -0,4 % | 45.522 $ | -5.258 $ | -10,4 % | 50.780 $ | -18.849 $ | -27,1 % |
| FIRST UNITED BANK & TRUST | 49.518 $ | -196 $ | -0,4 % | 49.714 $ | ||||||||
| Vision Retirement, LLC | 49.359 $ | |||||||||||
| Holos Integrated Wealth LLC | 12.635 $ | -36.271 $ | -74,2 % | 48.906 $ | ||||||||
| Legacy Wealth Managment, LLC/ID | 48.608 $ | +26.656 $ | +121,4 % | 21.952 $ | +18.702 $ | +575,4 % | 3.250 $ | -14.532 $ | -81,7 % | |||
| HFM Investment Advisors, LLC | 28.022 $ | -5.172 $ | -15,6 % | 33.194 $ | -4.994 $ | -13,1 % | 38.188 $ | -6.346 $ | -14,2 % | 44.534 $ | -3.476 $ | -7,2 % |
| Financial Gravity Asset Management, Inc. | 41.806 $ | |||||||||||
| UMB Bank, n.a. | 38.069 $ | +90 $ | +0,2 % | 37.979 $ | -3.193 $ | -7,8 % | 41.172 $ | -62.713 $ | -60,4 % | |||
| OPTIMA CAPITAL LLC | 40.464 $ | |||||||||||
| Turim 21 Investimentos Ltda. | 36.215 $ | -3.722 $ | -9,3 % | 39.937 $ | ||||||||
| GABLES CAPITAL MANAGEMENT INC. | 39.281 $ | +93 $ | +0,2 % | 39.188 $ | -163 $ | -0,4 % | 39.351 $ | -156 $ | -0,4 % | 39.507 $ | +23 $ | +0,1 % |
| Colonial Trust Advisors | 38.137 $ | +29.911 $ | +363,6 % | 8.226 $ | +4 $ | +0,0 % | ||||||
| Wellington Grp LLC | 37.581 $ | |||||||||||
| Creekmur Asset Management LLC | 36.003 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 35.821 $ | |||||||||||
| Abich Financial Wealth Management LLC | 35.648 $ | |||||||||||
| Montgomery Financial Services LLC | 34.384 $ | |||||||||||
| Richardson Capital Management LLC | 33.362 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 30.140 $ | +3.873 $ | +14,7 % | 26.267 $ | -192 $ | -0,7 % | 26.459 $ | +14.373 $ | +118,9 % | 12.086 $ | ||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 26.362 $ | +75 $ | +0,3 % | 26.287 $ | -2.883 $ | -9,9 % | 29.170 $ | |||||
| EPG Wealth Management LLC | 26.608 $ | -1.574 $ | -5,6 % | 28.182 $ | -294 $ | -1,0 % | 28.476 $ | +262 $ | +0,9 % | 28.214 $ | -85.760 $ | -75,2 % |
| CALDWELL SUTTER CAPITAL, INC. | 28.368 $ | +3.133 $ | +12,4 % | 25.235 $ | -106 $ | -0,4 % | 25.341 $ | -100 $ | -0,4 % | 25.441 $ | +15 $ | +0,1 % |
| Coston, McIsaac & Partners | 26.000 $ | +0 $ | +0,0 % | 26.000 $ | -1.000 $ | -3,7 % | 27.000 $ | +0 $ | +0,0 % | 27.000 $ | ||
| Root Financial Partners, LLC | 25.256 $ | -285 $ | -1,1 % | 25.541 $ | +11 $ | +0,0 % | 25.530 $ | -236.289 $ | -90,2 % | |||
| Advocate Investing Services LLC | 25.245 $ | |||||||||||
| Aspect Partners, LLC | 23.714 $ | +14 $ | +0,1 % | |||||||||
| Ascentis Wealth Management, LLC | 22.745 $ | -90 $ | -0,4 % | 22.835 $ | +94 $ | +0,4 % | ||||||
| Aventura Private Wealth, LLC | 21.204 $ | |||||||||||
| FINANCIAL CONSULATE, INC | 20.871 $ | |||||||||||
| Lodestone Wealth Management LLC | 20.314 $ | |||||||||||
| Hilton Head Capital Partners, LLC | 20.196 $ | +48 $ | +0,2 % | 20.148 $ | -84 $ | -0,4 % | 20.232 $ | |||||
| Nalls Sherbakoff Group, LLC | 20.196 $ | |||||||||||
| IMA Advisory Services, Inc. | 20.196 $ | |||||||||||
| TRUST CO OF TOLEDO NA /OH/ | 17.822 $ | -45 $ | -0,3 % | 17.867 $ | -169 $ | -0,9 % | 18.036 $ | -12 $ | -0,1 % | 18.048 $ | +185 $ | +1,0 % |
| Catherine Avery Investment Management LLC | 17.924 $ | +2.717 $ | +17,9 % | |||||||||
| Essential Partners LLC | 6.259 $ | -10.991 $ | -63,7 % | 17.250 $ | +13.607 $ | +373,5 % | 3.643 $ | +1.258 $ | +52,7 % | |||
| Pinnacle Wealth Planning Services, Inc. | 17.167 $ | +41 $ | +0,2 % | 17.126 $ | ||||||||
| JFS WEALTH ADVISORS, LLC | 16.019 $ | |||||||||||
| Missouri Trust & Investment Co | 15.933 $ | |||||||||||
| Elevated Capital Advisors, LLC | 13.026 $ | -2.438 $ | -15,8 % | 15.464 $ | +10.406 $ | +205,7 % | 5.058 $ | |||||
| Rosenberg Matthew Hamilton | 14.844 $ | +35 $ | +0,2 % | 14.809 $ | -112 $ | -0,8 % | 14.921 $ | -59 $ | -0,4 % | 14.980 $ | -43.484 $ | -74,4 % |
| True Wealth Design, LLC | 14.524 $ | |||||||||||
| KERR FINANCIAL PLANNING Corp | 14.289 $ | -47 $ | -0,3 % | 14.336 $ | ||||||||
| HANTZ FINANCIAL SERVICES, INC. | 13.000 $ | -1.000 $ | -7,1 % | 14.000 $ | +0 $ | +0,0 % | ||||||
| GODSEY & GIBB, INC | 13.668 $ | |||||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 12.741 $ | |||||||||||
| Caldwell Trust Co | 12.559 $ | |||||||||||
| Delos Wealth Advisors, LLC | 11.563 $ | |||||||||||
| Concord Wealth Partners | 5.554 $ | -5.827 $ | -51,2 % | 11.381 $ | -45 $ | -0,4 % | 11.426 $ | -21.054 $ | -64,8 % | |||
| TSFG, LLC | 11.000 $ | |||||||||||
| Frazier Financial Advisors, LLC | 10.553 $ | +25 $ | +0,2 % | 10.528 $ | ||||||||
| Dunhill Financial, LLC | 10.116 $ | -40 $ | -0,4 % | 10.156 $ | +6 $ | +0,1 % | ||||||
| Decker Retirement Planning Inc. | 9.947 $ | +24 $ | +0,2 % | 9.923 $ | -41 $ | -0,4 % | 9.964 $ | -40 $ | -0,4 % | 10.004 $ | +6 $ | +0,1 % |
| VALLEY WEALTH MANAGERS, INC. | 9.139 $ | |||||||||||
| Anchor Investment Management, LLC | 9.036 $ | -102 $ | -1,1 % | 9.138 $ | +4 $ | +0,0 % | 9.134 $ | +124 $ | +1,4 % | |||
| JNBA Financial Advisors | 8.825 $ | +124 $ | +1,4 % | 8.701 $ | +29 $ | +0,3 % | 8.672 $ | +117 $ | +1,4 % | 8.555 $ | +115 $ | +1,4 % |
| MCF Advisors LLC | 6.996 $ | |||||||||||
| Ulland Investment Advisors, LLC | 5.000 $ | |||||||||||
| West Branch Capital LLC | 4.886 $ | |||||||||||
| TD PRIVATE CLIENT WEALTH LLC | 4.443 $ | -393 $ | -8,1 % | 4.836 $ | ||||||||
| Luminist Capital LLC | 4.800 $ | +4.497 $ | +1.484,2 % | |||||||||
| Garton & Associates Financial Advisors LLC | 4.523 $ | |||||||||||
| Silicon Valley Capital Partners | 4.200 $ | -29.343 $ | -87,5 % | |||||||||
| Avion Wealth | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +0 $ | +0,0 % |
| BNP PARIBAS FINANCIAL MARKETS | 3.585 $ | -23 $ | -0,6 % | 3.608 $ | ||||||||
| CENTRAL TRUST Co | 3.541 $ | -8.443 $ | -70,5 % | |||||||||
| Asset Dedication, LLC | 3.383 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 3.232 $ | +2.426 $ | +301,0 % | 806 $ | -3 $ | -0,4 % | 809 $ | -3 $ | -0,4 % | 812 $ | +0 $ | +0,0 % |
| SageView Advisory Group, LLC | 3.119 $ | |||||||||||
| Motiv8 Investments LLC | 3.000 $ | |||||||||||
| Nova Wealth Management, Inc. | 2.928 $ | +7 $ | +0,2 % | 2.921 $ | ||||||||
| Fairman Group, LLC | 2.584 $ | +37 $ | +1,5 % | 2.547 $ | ||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 2.519 $ | -10 $ | -0,4 % | 2.529 $ | -10 $ | -0,4 % | 2.539 $ | +1 $ | +0,0 % | |||
| Networth Advisors, LLC | 454 $ | +1 $ | +0,2 % | 453 $ | -1.621 $ | -78,2 % | 2.074 $ | |||||
| Glass Jacobson Investment Advisors llc | 2.071 $ | +5 $ | +0,2 % | 2.066 $ | ||||||||
| New Millennium Group LLC | 2.023 $ | |||||||||||
| MV CAPITAL MANAGEMENT, INC. | 1.260 $ | -5 $ | -0,4 % | 1.265 $ | -5 $ | -0,4 % | 1.270 $ | |||||
| Abound Wealth Management | 678 $ | |||||||||||
| Institute for Wealth Management, LLC. | 661 $ | |||||||||||
| Walsh & Associates, LLC | 504 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 461 $ | |||||||||||
| Signature Resources Capital Management, LLC | 450 $ | |||||||||||
| Creative Capital Management Investments LLC | 404 $ | +1 $ | +0,2 % | 403 $ | -2 $ | -0,5 % | 405 $ | -1 $ | -0,2 % | 406 $ | +0 $ | +0,0 % |
| DEUTSCHE BANK AG\ | 50 $ | +0 $ | +0,0 % | 50 $ | -1 $ | -2,0 % | 51 $ | +0 $ | +0,0 % | 51 $ | ||
| 25.239.253.438 $ | +127.981.298 $ | +97,6 % | 24.882.000.829 $ | +1.275.425.802 $ | +2.652,5 % | 23.696.081.318 $ | +425.100.207 $ | +120,4 % | 25.080.461.445 $ | +3.814.905.903 $ | +11.404,9 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
SEC-Meldungen und stellen keine Bewertung oder Empfehlung zu einzelnen Wertpapieren,
Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher SEC-Meldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.