| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 29.869.714.446 $ | +298.496.748 $ | +127,2 % | 32.475.421.373 $ | +2.116.568.733 $ | +60,8 % | 30.524.841.453 $ | -1.581.246.307 $ | +80,4 % | 31.880.696.227 $ | +1.702.995.158 $ | +107,9 % |
| FMR LLC | 10.418.021.313 $ | -203.712.712 $ | -1,9 % | 10.621.734.025 $ | +509.990.053 $ | +5,0 % | 10.111.743.972 $ | +261.357.625 $ | +2,7 % | 9.850.386.347 $ | +323.623.440 $ | +3,4 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.516.034.851 $ | -108.585.916 $ | -2,3 % | 4.624.620.767 $ | +251.268.607 $ | +5,7 % | 4.373.352.160 $ | +116.837.668 $ | +2,7 % | 4.256.514.492 $ | +116.919.609 $ | +2,8 % |
| Align Financial, LLC | 5.834.069 $ | +2.528.265 $ | +76,5 % | 3.305.804 $ | +394.929 $ | +13,6 % | 2.910.875 $ | -3.075.415.125 $ | -99,9 % | 3.078.326.000 $ | ||
| MORGAN STANLEY | 1.792.539.973 $ | +117.767.689 $ | +7,0 % | 1.674.772.284 $ | +55.679.076 $ | +3,4 % | 1.619.093.208 $ | +20.749.622 $ | +1,3 % | 1.598.343.586 $ | +216.408.259 $ | +15,7 % |
| BANK OF AMERICA CORP /DE/ | 728.971.439 $ | +58.045.503 $ | +8,7 % | 670.925.936 $ | +33.715.841 $ | +5,3 % | 637.210.095 $ | +38.055.239 $ | +6,4 % | |||
| JPMORGAN CHASE & CO | 677.546.701 $ | +31.107.618 $ | +4,8 % | 646.439.083 $ | +37.675.294 $ | +6,2 % | 608.763.789 $ | +71.708.040 $ | +13,4 % | 537.055.749 $ | -321.737.393 $ | -37,5 % |
| LPL Financial LLC | 623.742.483 $ | +27.986.366 $ | +4,7 % | 595.756.117 $ | +109.026.307 $ | +22,4 % | 486.729.810 $ | +52.923.630 $ | +12,2 % | 433.806.180 $ | +86.517.756 $ | +24,9 % |
| Dynasty Wealth Management, LLC | 513.966.706 $ | +14.939.283 $ | +3,0 % | 499.027.423 $ | +33.222.191 $ | +7,1 % | 465.805.232 $ | +67.540.895 $ | +17,0 % | 398.264.337 $ | +90.463.196 $ | +29,4 % |
| RAYMOND JAMES FINANCIAL INC | 446.466.576 $ | +28.251.232 $ | +6,8 % | 418.215.344 $ | +48.197.577 $ | +13,0 % | 370.017.767 $ | +77.295.891 $ | +26,4 % | 292.721.876 $ | +59.325.934 $ | +25,4 % |
| ENVESTNET ASSET MANAGEMENT INC | 377.377.686 $ | +29.015.393 $ | +8,3 % | 348.362.293 $ | +75.625.648 $ | +27,7 % | 272.736.645 $ | -20.431.560 $ | -7,0 % | |||
| Cetera Investment Advisers | 371.051.422 $ | +15.316.230 $ | +4,3 % | 355.735.192 $ | +25.401.701 $ | +7,7 % | 330.333.491 $ | +41.681.842 $ | +14,4 % | 288.651.649 $ | +97.640.250 $ | +51,1 % |
| Modern Wealth Management, LLC | 368.934.561 $ | +140.170.614 $ | +61,3 % | 228.763.947 $ | +61.759.828 $ | +37,0 % | 167.004.119 $ | +66.644.451 $ | +66,4 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 346.638.618 $ | +110.773.714 $ | +47,0 % | 235.864.904 $ | +9.917.896 $ | +4,4 % | 225.947.008 $ | -2.500.632 $ | -1,1 % | 228.447.640 $ | +22.418.640 $ | +10,9 % |
| COUNTRY TRUST BANK | 316.504.381 $ | +4.549.973 $ | +1,5 % | 311.954.408 $ | +4.312.425 $ | +1,4 % | 307.641.983 $ | +13.342.241 $ | +4,5 % | 294.299.742 $ | +4.272.567 $ | +1,5 % |
| Quotient Wealth Partners, LLC | 316.273.547 $ | +10.132.316 $ | +3,3 % | 306.141.231 $ | +9.552.633 $ | +3,2 % | 296.588.598 $ | +71.350.438 $ | +31,7 % | 225.238.160 $ | +63.437.609 $ | +39,2 % |
| UBS Group AG | 292.901.136 $ | -14.183.158 $ | -4,6 % | 307.084.294 $ | +22.859.383 $ | +8,0 % | 284.224.911 $ | +14.033.609 $ | +5,2 % | 270.191.302 $ | +8.615.193 $ | +3,3 % |
| OSAIC HOLDINGS, INC. | 301.846.968 $ | +36.622.126 $ | +13,8 % | 265.224.842 $ | +42.710.136 $ | +19,2 % | 222.514.706 $ | -11.410.279 $ | -4,9 % | 233.924.985 $ | +22.428.739 $ | +10,6 % |
| SAX WEALTH ADVISORS, LLC | 291.319.912 $ | +86.419.057 $ | +42,2 % | 204.900.855 $ | +20.800.912 $ | +11,3 % | 184.099.943 $ | -1.689.899 $ | -0,9 % | 185.789.842 $ | +28.227.282 $ | +17,9 % |
| Legacy Wealth Management, LLC | 197.443.356 $ | -52.543.849 $ | -21,0 % | 249.987.205 $ | +90.330.876 $ | +56,6 % | 159.656.329 $ | +2.364.985 $ | +1,5 % | 157.291.344 $ | +7.029.505 $ | +4,7 % |
| Kestra Advisory Services, LLC | 210.652.049 $ | +22.680.435 $ | +12,1 % | 187.971.614 $ | +1.044.692 $ | +0,6 % | 186.926.922 $ | +14.879.328 $ | +8,6 % | 172.047.594 $ | +18.885.837 $ | +12,3 % |
| ROYAL BANK OF CANADA | 200.415.000 $ | +8.763.000 $ | +4,6 % | 191.652.000 $ | +7.257.000 $ | +3,9 % | 184.395.000 $ | +15.145.000 $ | +8,9 % | |||
| MATHER GROUP, LLC. | 177.434.067 $ | -9.535.514 $ | -5,1 % | 186.969.581 $ | -11.208.958 $ | -5,7 % | 198.178.539 $ | +6.578.319 $ | +3,4 % | 191.600.220 $ | +6.649.964 $ | +3,6 % |
| RITHOLTZ WEALTH MANAGEMENT | 180.476.185 $ | -4.526.468 $ | -2,4 % | 185.002.653 $ | +2.258.146 $ | +1,2 % | 182.744.507 $ | +5.246.346 $ | +3,0 % | 177.498.161 $ | +2.811.381 $ | +1,6 % |
| CWM, LLC | 176.301.268 $ | +25.802.268 $ | +17,1 % | 150.499.000 $ | +29.486.000 $ | +24,4 % | ||||||
| Waverly Advisors, LLC | 174.526.211 $ | +146.378.017 $ | +520,0 % | 28.148.194 $ | +915.123 $ | +3,4 % | 27.233.071 $ | +7.704.139 $ | +39,4 % | |||
| Cambridge Investment Research Advisors, Inc. | 71.709.000 $ | -94.721.000 $ | -56,9 % | 166.430.000 $ | +85.650.000 $ | +106,0 % | 80.780.000 $ | +4.415.000 $ | +5,8 % | 76.365.000 $ | +7.751.000 $ | +11,3 % |
| Capital Analysts, LLC | 163.329.475 $ | +3.823.707 $ | +2,4 % | 159.505.768 $ | +15.689.199 $ | +10,9 % | 143.816.569 $ | +10.933.243 $ | +8,2 % | 132.883.326 $ | +4.074.869 $ | +3,2 % |
| SAGESPRING WEALTH PARTNERS, LLC | 139.851.803 $ | +1.149.261 $ | +0,8 % | 138.702.542 $ | +16.812.950 $ | +13,8 % | 121.889.592 $ | -29.095.139 $ | -19,3 % | 150.984.731 $ | +13.765.593 $ | +10,0 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 141.863.000 $ | -2.013.000 $ | -1,4 % | 143.876.000 $ | +9.284.000 $ | +6,9 % | 134.592.000 $ | -12.659.000 $ | -8,6 % | 147.251.000 $ | +9.006.000 $ | +6,5 % |
| Retirement Planning Group, LLC | 143.657.145 $ | +212.403 $ | +0,1 % | 143.444.742 $ | +13.707.266 $ | +10,6 % | 129.737.476 $ | +15.088.277 $ | +13,2 % | 114.649.199 $ | +8.745.387 $ | +8,3 % |
| Blue Chip Partners, LLC | 138.289.491 $ | -1.902.968 $ | -1,4 % | 140.192.459 $ | +4.289.315 $ | +3,2 % | 135.903.144 $ | +3.656.313 $ | +2,8 % | 132.246.831 $ | +6.107.926 $ | +4,8 % |
| Forvis Mazars Wealth Advisors, LLC | 131.014.729 $ | -4.032.986 $ | -3,0 % | 135.047.715 $ | +6.456.961 $ | +5,0 % | 128.590.754 $ | +3.896.591 $ | +3,1 % | 124.694.163 $ | +5.088.501 $ | +4,3 % |
| TruWealth Advisors, LLC | 130.375.803 $ | +1.081.883 $ | +0,8 % | 129.293.920 $ | +5.122.730 $ | +4,1 % | ||||||
| MML INVESTORS SERVICES, LLC | 68.762.517 $ | -43.100.172 $ | -38,5 % | 111.862.689 $ | +13.351.414 $ | +13,6 % | 98.511.275 $ | -15.072.768 $ | -13,3 % | 113.584.043 $ | +22.883.355 $ | +25,2 % |
| Focus Partners Wealth | 109.695.624 $ | -3.091.221 $ | -2,7 % | 112.786.845 $ | +2.826.658 $ | +2,6 % | 109.960.187 $ | +929.562 $ | +0,9 % | 109.030.625 $ | +12.224.370 $ | +12,6 % |
| McKinley Carter Wealth Services, Inc. | 109.279.679 $ | -2.033.015 $ | -1,8 % | 111.312.694 $ | +7.766.440 $ | +7,5 % | 103.546.254 $ | +5.010.738 $ | +5,1 % | 98.535.516 $ | +811.041 $ | +0,8 % |
| Summit Financial Strategies, Inc. | 110.244.921 $ | +1.787.649 $ | +1,6 % | 108.457.272 $ | +6.878.598 $ | +6,8 % | 101.578.674 $ | +5.317.909 $ | +5,5 % | 96.260.765 $ | +3.538.921 $ | +3,8 % |
| WELLS FARGO & COMPANY/MN | 96.777.517 $ | +6.168.268 $ | +6,8 % | 90.609.249 $ | +8.340.468 $ | +10,1 % | 82.268.781 $ | +2.724.961 $ | +3,4 % | |||
| Octavia Wealth Advisors, LLC | 95.452.419 $ | +1.672.003 $ | +1,8 % | 93.780.416 $ | +5.893.808 $ | +6,7 % | 87.886.608 $ | +7.269.691 $ | +9,0 % | 80.616.917 $ | +8.115.202 $ | +11,2 % |
| Concurrent Investment Advisors, LLC | 92.642.158 $ | +27.334.467 $ | +41,9 % | 65.307.691 $ | +4.911.183 $ | +8,1 % | 60.396.508 $ | +45.251.360 $ | +298,8 % | 15.145.148 $ | +10.022.105 $ | +195,6 % |
| Private Advisor Group, LLC | 92.109.402 $ | +22.464.979 $ | +32,3 % | 69.644.423 $ | +739.092 $ | +1,1 % | 68.905.331 $ | +2.604.332 $ | +3,9 % | 66.300.999 $ | -2.371.351 $ | -3,5 % |
| Stratos Investment Management, LLC | 91.810.023 $ | +86.084.834 $ | +1.503,6 % | 5.725.189 $ | -128.195 $ | -2,2 % | 5.853.384 $ | +5.056 $ | +0,1 % | 5.848.328 $ | +202.389 $ | +3,6 % |
| HighTower Advisors, LLC | 76.298.487 $ | -15.045.397 $ | -16,5 % | 91.343.884 $ | +1.290.938 $ | +1,4 % | 90.052.946 $ | +2.773.963 $ | +3,2 % | 87.278.983 $ | +2.476.308 $ | +2,9 % |
| Valeo Financial Advisors, LLC | 83.472.595 $ | -1.853.291 $ | -2,2 % | 85.325.886 $ | +1.900.376 $ | +2,3 % | 83.425.510 $ | +7.226.339 $ | +9,5 % | 76.199.171 $ | +4.852.570 $ | +6,8 % |
| Global Retirement Partners, LLC | 84.180.222 $ | +47.465.567 $ | +129,3 % | 36.714.655 $ | +1.718.550 $ | +4,9 % | 34.996.105 $ | +1.709.984 $ | +5,1 % | |||
| Corient Private Wealth LP | 82.258.555 $ | +4.118.179 $ | +5,3 % | 78.140.376 $ | -3.615.127 $ | -4,4 % | 81.755.503 $ | +36.839.444 $ | +82,0 % | |||
| Ullmann Wealth Partners Group, LLC | 80.382.689 $ | +12.929.074 $ | +19,2 % | 67.453.615 $ | +13.577.384 $ | +25,2 % | 53.876.231 $ | +18.829.196 $ | +53,7 % | 35.047.035 $ | +29.287.055 $ | +508,5 % |
| Falcon Wealth Planning | 73.099.607 $ | -1.264.619 $ | -1,7 % | 74.364.226 $ | +5.681.646 $ | +8,3 % | 68.682.580 $ | +6.315.218 $ | +10,1 % | 62.367.362 $ | +3.602.205 $ | +6,1 % |
| Ameritas Advisory Services, LLC | 73.139.502 $ | +4.103.416 $ | +5,9 % | 69.036.086 $ | +33.344.470 $ | +93,4 % | 35.691.616 $ | +174.364 $ | +0,5 % | 35.517.252 $ | +20.415.807 $ | +135,2 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 72.903.000 $ | +6.334.000 $ | +9,5 % | 66.569.000 $ | +14.741.000 $ | +28,4 % | 51.828.000 $ | +14.840.000 $ | +40,1 % | |||
| Wealthcare Advisory Partners LLC | 65.528.637 $ | -5.663.482 $ | -8,0 % | 71.192.119 $ | +1.667.283 $ | +2,4 % | 69.524.836 $ | +268.746 $ | +0,4 % | 69.256.090 $ | +2.711.593 $ | +4,1 % |
| Syntegra Private Wealth Group, LLC | 70.591.556 $ | +7.425.916 $ | +11,8 % | 63.165.640 $ | +24.630.517 $ | +63,9 % | 38.535.123 $ | |||||
| HUNTINGTON NATIONAL BANK | 70.388.431 $ | +12.686.574 $ | +22,0 % | 57.701.857 $ | +6.242.221 $ | +12,1 % | 51.459.636 $ | +6.499.544 $ | +14,5 % | 44.960.092 $ | +4.035.859 $ | +9,9 % |
| Allworth Financial LP | 70.357.303 $ | +57.520.011 $ | +448,1 % | 12.837.292 $ | -47.052.647 $ | -78,6 % | 59.889.939 $ | +5.003.310 $ | +9,1 % | 54.886.629 $ | +40.700.146 $ | +286,9 % |
| JONES FINANCIAL COMPANIES LLLP | 66.903.006 $ | +16.021.993 $ | +31,5 % | 50.881.013 $ | +14.588.004 $ | +40,2 % | 36.293.009 $ | +13.174.720 $ | +57,0 % | 23.118.289 $ | +6.841.082 $ | +42,0 % |
| Summit Financial, LLC | 65.882.466 $ | +42.611.897 $ | +183,1 % | 23.270.569 $ | +797.253 $ | +3,5 % | 22.473.316 $ | +2.627.605 $ | +13,2 % | 19.845.711 $ | +1.540.626 $ | +8,4 % |
| HUB Investment Partners, LLC | 63.911.292 $ | -759.587 $ | -1,2 % | 64.670.879 $ | +2.717.617 $ | +4,4 % | 61.953.262 $ | +5.046.557 $ | +8,9 % | 56.906.705 $ | +1.833.968 $ | +3,3 % |
| RFG Advisory, LLC | 60.408.850 $ | +7.478.454 $ | +14,1 % | 52.930.396 $ | -4.729.474 $ | -8,2 % | 57.659.870 $ | -6.792.149 $ | -10,5 % | 64.452.019 $ | +16.554.224 $ | +34,6 % |
| Rehmann Capital Advisory Group | 64.383.287 $ | +2.290.769 $ | +3,7 % | 62.092.518 $ | +2.988.742 $ | +5,1 % | 59.103.776 $ | +3.956.861 $ | +7,2 % | 55.146.915 $ | +6.519.840 $ | +13,4 % |
| PRUDENT INVESTORS NETWORK, INC. | 1.370.012 $ | -3.014.314 $ | -68,8 % | 4.384.326 $ | -5.418.636 $ | -55,3 % | 9.802.962 $ | -50.711.462 $ | -83,8 % | 60.514.424 $ | +10.880.408 $ | +21,9 % |
| Aptus Capital Advisors, LLC | 60.404.799 $ | +1.352.092 $ | +2,3 % | 59.052.707 $ | +1.821.915 $ | +3,2 % | 57.230.792 $ | +1.217.423 $ | +2,2 % | 56.013.369 $ | +1.232.240 $ | +2,2 % |
| Arkadios Wealth Advisors | 59.837.769 $ | +3.607.211 $ | +6,4 % | 56.230.558 $ | +9.561.469 $ | +20,5 % | 46.669.089 $ | +12.125.133 $ | +35,1 % | |||
| NewEdge Advisors, LLC | 30.009.473 $ | -28.321.643 $ | -48,6 % | 58.331.116 $ | +1.959.881 $ | +3,5 % | 56.371.235 $ | +5.745.397 $ | +11,3 % | |||
| Horizon Investments, LLC | 33.532.626 $ | +333.808 $ | +1,0 % | 33.198.818 $ | -24.720.844 $ | -42,7 % | 57.919.662 $ | +31.146.159 $ | +116,3 % | 26.773.503 $ | +2.528.659 $ | +10,4 % |
| Integrated Wealth Concepts LLC | 56.981.565 $ | +372.756 $ | +0,7 % | 56.608.809 $ | +4.854.216 $ | +9,4 % | 51.754.593 $ | -4.632.733 $ | -8,2 % | |||
| Sunburst Financial Group, LLC | 55.993.828 $ | +1.859.604 $ | +3,4 % | 54.134.224 $ | +1.817.630 $ | +3,5 % | 52.316.594 $ | +1.192.107 $ | +2,3 % | 51.124.487 $ | +1.076.784 $ | +2,2 % |
| Triad Wealth Partners, LLC | 742.177 $ | -399.616 $ | -35,0 % | 1.141.793 $ | -51.976.351 $ | -97,9 % | 53.118.144 $ | +8.711.837 $ | +19,6 % | 44.406.307 $ | +8.084.279 $ | +22,3 % |
| Heartland Bank & Trust Co | 52.759.736 $ | +4.174.926 $ | +8,6 % | 48.584.810 $ | +611.135 $ | +1,3 % | 47.973.675 $ | |||||
| OneDigital Investment Advisors LLC | 51.365.545 $ | +16.525.074 $ | +47,4 % | 34.840.471 $ | +6.084.290 $ | +21,2 % | 28.756.181 $ | +5.705.622 $ | +24,8 % | 23.050.559 $ | +5.237.468 $ | +29,4 % |
| Harbor Group, Inc. | 50.185.002 $ | -585.511 $ | -1,2 % | 50.770.513 $ | +956.725 $ | +1,9 % | 49.813.788 $ | +2.332.565 $ | +4,9 % | 47.481.223 $ | +803.560 $ | +1,7 % |
| McGlone Suttner Wealth Management, Inc. | 49.993.430 $ | -699.802 $ | -1,4 % | 50.693.232 $ | +1.968.458 $ | +4,0 % | 48.724.774 $ | +1.886.620 $ | +4,0 % | 46.838.154 $ | +1.244.045 $ | +2,7 % |
| Drake & Associates, LLC | 49.965.933 $ | +3.415.022 $ | +7,3 % | 46.550.911 $ | +4.259.950 $ | +10,1 % | 42.290.961 $ | +3.592.609 $ | +9,3 % | |||
| Dynamic Advisor Solutions LLC | 48.976.523 $ | -841.978 $ | -1,7 % | 49.818.501 $ | +5.627.815 $ | +12,7 % | 44.190.686 $ | +1.278.409 $ | +3,0 % | 42.912.277 $ | -2.793.307 $ | -6,1 % |
| Landing Point Financial Group, LLC | 49.541.233 $ | +2.054.284 $ | +4,3 % | 47.486.949 $ | +46.806.527 $ | +6.879,0 % | 680.422 $ | |||||
| Navalign, LLC | 49.415.544 $ | +148.843 $ | +0,3 % | 49.266.701 $ | +2.275.848 $ | +4,8 % | 46.990.853 $ | +1.386.295 $ | +3,0 % | 45.604.558 $ | +2.181.823 $ | +5,0 % |
| OLIO Financial Planning | 48.808.554 $ | -521.832 $ | -1,1 % | 49.330.386 $ | +2.879.818 $ | +6,2 % | 46.450.568 $ | +1.527.475 $ | +3,4 % | 44.923.093 $ | +2.270.261 $ | +5,3 % |
| NICOLET BANKSHARES INC | 46.706.118 $ | +16.301.489 $ | +53,6 % | 30.404.629 $ | ||||||||
| Crane Advisory, LLC | 44.391.479 $ | -2.055.848 $ | -4,4 % | 46.447.327 $ | +73.163 $ | +0,2 % | 46.374.164 $ | -195.415 $ | -0,4 % | 46.569.579 $ | +22.045.998 $ | +89,9 % |
| W.G. Shaheen & Associates DBA Whitney & Co | 45.644.220 $ | +1.455.104 $ | +3,3 % | 44.189.116 $ | +6.817.018 $ | +18,2 % | 37.372.098 $ | +1.522.419 $ | +4,2 % | 35.849.679 $ | +2.195.484 $ | +6,5 % |
| JANE STREET GROUP, LLC | 26.482.338 $ | +22.252.398 $ | +526,1 % | 4.229.940 $ | -41.065.155 $ | -90,7 % | 45.295.095 $ | +43.982.212 $ | +3.350,0 % | 1.312.883 $ | -3.928.810 $ | -75,0 % |
| WestHill Financial Advisors, Inc. | 43.971.144 $ | +2.348.619 $ | +5,6 % | 41.622.525 $ | +775.980 $ | +1,9 % | 40.846.545 $ | +2.247.720 $ | +5,8 % | 38.598.825 $ | +1.296.878 $ | +3,5 % |
| Sherrill & Hutchins Financial Advisory, Inc | 41.989.013 $ | -954.754 $ | -2,2 % | 42.943.767 $ | +1.631.250 $ | +3,9 % | 41.312.517 $ | +33.309 $ | +0,1 % | 41.279.208 $ | +598.469 $ | +1,5 % |
| Shakespeare Wealth Management, LLC | 42.356.761 $ | -459.552 $ | -1,1 % | 42.816.313 $ | +3.096.832 $ | +7,8 % | 39.719.481 $ | +4.384.964 $ | +12,4 % | 35.334.517 $ | +1.565.770 $ | +4,6 % |
| Brookstone Capital Management | 42.775.676 $ | +2.063.096 $ | +5,1 % | 40.712.580 $ | +2.564.142 $ | +6,7 % | 38.148.438 $ | +1.007.588 $ | +2,7 % | 37.140.850 $ | +3.881.030 $ | +11,7 % |
| Arete Wealth Advisors, LLC | 42.356.540 $ | +4.480.433 $ | +11,8 % | 37.876.107 $ | +1.927.702 $ | +5,4 % | 35.948.405 $ | +9.292.857 $ | +34,9 % | 26.655.548 $ | -134.565 $ | -0,5 % |
| WEATHERLY ASSET MANAGEMENT L. P. | 39.441.440 $ | -2.861.391 $ | -6,8 % | 42.302.831 $ | +1.174.610 $ | +2,9 % | 41.128.221 $ | +290.448 $ | +0,7 % | 40.837.773 $ | +1.858.028 $ | +4,8 % |
| Larson Financial Group LLC | 41.537.706 $ | +41.742 $ | +0,1 % | 41.495.964 $ | +6.877.966 $ | +19,9 % | 34.617.998 $ | +4.569.166 $ | +15,2 % | 30.048.832 $ | +2.092.801 $ | +7,5 % |
| Bleakley Financial Group, LLC | 40.107.760 $ | -1.075.560 $ | -2,6 % | 41.183.320 $ | +859.249 $ | +2,1 % | 40.324.071 $ | +8.982.192 $ | +28,7 % | |||
| Lineweaver Wealth Advisors, LLC | 40.462.664 $ | -652.061 $ | -1,6 % | 41.114.725 $ | +2.644.048 $ | +6,9 % | 38.470.677 $ | +1.808.612 $ | +4,9 % | 36.662.065 $ | +1.359.925 $ | +3,9 % |
| CORRECT CAPITAL WEALTH MANAGEMENT | 40.929.878 $ | +938.028 $ | +2,3 % | 39.991.850 $ | +235.220 $ | +0,6 % | 39.756.630 $ | +352.974 $ | +0,9 % | 39.403.656 $ | +1.660.578 $ | +4,4 % |
| Coyle Financial Counsel LLC | 40.670.726 $ | +3.019.956 $ | +8,0 % | 37.650.770 $ | +1.392.249 $ | +3,8 % | 36.258.521 $ | +1.158.179 $ | +3,3 % | 35.100.342 $ | +1.081.164 $ | +3,2 % |
| Jaffetilchin Investment Partners, LLC | 40.562.423 $ | +2.452.653 $ | +6,4 % | 38.109.770 $ | +37.901.255 $ | +18.176,8 % | 208.515 $ | |||||
| Pallas Capital Advisors LLC | 38.841.842 $ | +2.136.129 $ | +5,8 % | 36.705.713 $ | -3.606.507 $ | -8,9 % | 40.312.220 $ | +3.325.271 $ | +9,0 % | |||
| POWER WEALTH MANAGEMENT LLC | 39.819.024 $ | +445.192 $ | +1,1 % | 39.373.832 $ | +1.479.276 $ | +3,9 % | 37.894.556 $ | +338.459 $ | +0,9 % | 37.556.097 $ | +1.490.439 $ | +4,1 % |
| Creative Planning | 31.864.370 $ | -2.888.980 $ | -8,3 % | 34.753.350 $ | -1.176.943 $ | -3,3 % | 35.930.293 $ | -3.501.093 $ | -8,9 % | 39.431.386 $ | -14.311.916 $ | -26,6 % |
| ASPIRIANT, LLC | 37.529.000 $ | -407.525 $ | -1,1 % | 37.936.525 $ | +3.738.438 $ | +10,9 % | 34.198.087 $ | +326.399 $ | +1,0 % | 33.871.688 $ | +8.545.412 $ | +33,7 % |
| ABLE Financial Group, LLC | 37.353.868 $ | +1.340.531 $ | +3,7 % | 36.013.337 $ | +1.910.147 $ | +5,6 % | 34.103.190 $ | +2.904.745 $ | +9,3 % | 31.198.445 $ | +4.065.776 $ | +15,0 % |
| KFG WEALTH MANAGEMENT, LLC | 37.268.579 $ | +240.532 $ | +0,6 % | 37.028.047 $ | +1.239.806 $ | +3,5 % | 35.788.241 $ | +2.719.854 $ | +8,2 % | 33.068.387 $ | +2.194.911 $ | +7,1 % |
| Baird Financial Group, Inc. | 36.672.026 $ | -469.103 $ | -1,3 % | 37.141.129 $ | +3.329.090 $ | +9,8 % | 33.812.039 $ | +110.437 $ | +0,3 % | 33.701.602 $ | +1.707.915 $ | +5,3 % |
| Compass Ion Advisors, LLC | 36.431.462 $ | -534.136 $ | -1,4 % | 36.965.598 $ | +726.846 $ | +2,0 % | 36.238.752 $ | +1.322.664 $ | +3,8 % | 34.916.088 $ | +2.883.123 $ | +9,0 % |
| Stone House Investment Management, LLC | 33.706.787 $ | -1.781.286 $ | -5,0 % | 35.488.073 $ | +5.703.467 $ | +19,1 % | 29.784.606 $ | -7.096.944 $ | -19,2 % | 36.881.550 $ | +25.572.715 $ | +226,1 % |
| Henderson Brothers Financial Partners, LLC | 36.825.983 $ | +1.233.389 $ | +3,5 % | 35.592.594 $ | -1.058.761 $ | -2,9 % | 36.651.355 $ | |||||
| Mascoma Wealth Management LLC | 36.017.059 $ | -464.042 $ | -1,3 % | 36.481.101 $ | +1.526.945 $ | +4,4 % | 34.954.156 $ | -1.085.197 $ | -3,0 % | 36.039.353 $ | +1.455.915 $ | +4,2 % |
| HARBOUR INVESTMENTS, INC. | 24.917.166 $ | -11.502.776 $ | -31,6 % | 36.419.942 $ | +627.510 $ | +1,8 % | 35.792.432 $ | +14.838.711 $ | +70,8 % | 20.953.721 $ | +1.479.487 $ | +7,6 % |
| Gotham Asset Management, LLC | 35.428.067 $ | +2.863.735 $ | +8,8 % | 32.564.332 $ | +9.061.557 $ | +38,6 % | 23.502.775 $ | +4.773.957 $ | +25,5 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 35.205.455 $ | +5.333.832 $ | +17,9 % | 29.871.623 $ | +3.331.290 $ | +12,6 % | 26.540.333 $ | -1.668.002 $ | -5,9 % | 28.208.335 $ | +5.165.224 $ | +22,4 % |
| VICUS CAPITAL | 33.964.139 $ | -1.040.939 $ | -3,0 % | 35.005.078 $ | -23.282 $ | -0,1 % | 35.028.360 $ | +1.271.669 $ | +3,8 % | 33.756.691 $ | +618.197 $ | +1,9 % |
| Wealth Alliance Advisory Group, LLC | 29.094.823 $ | -1.571.869 $ | -5,1 % | 30.666.692 $ | -675.516 $ | -2,2 % | 31.342.208 $ | -3.576.870 $ | -10,2 % | 34.919.078 $ | +2.649.022 $ | +8,2 % |
| Scott Capital Advisors, LLC | 34.847.059 $ | +1.960.098 $ | +6,0 % | 32.886.961 $ | +14.882.112 $ | +82,7 % | 18.004.849 $ | +2.286.016 $ | +14,5 % | 15.718.833 $ | +1.533.747 $ | +10,8 % |
| FOUNDERS FINANCIAL SECURITIES LLC | 33.710.912 $ | +350.544 $ | +1,1 % | 33.360.368 $ | +3.803.338 $ | +12,9 % | 29.557.030 $ | +2.676.408 $ | +10,0 % | 26.880.622 $ | +2.507.501 $ | +10,3 % |
| WBH ADVISORY INC | 29.464.672 $ | -3.707.461 $ | -11,2 % | 33.172.133 $ | -296.657 $ | -0,9 % | 33.468.790 $ | +670.055 $ | +2,0 % | 32.798.735 $ | +4.416.998 $ | +15,6 % |
| Wealthspire Retirement, LLC | 32.954.709 $ | +999.029 $ | +3,1 % | 31.955.680 $ | +1.035.967 $ | +3,4 % | 30.919.713 $ | +1.275.832 $ | +4,3 % | 29.643.881 $ | +3.436.845 $ | +13,1 % |
| Souders Financial Advisors | 31.394.989 $ | -1.058.006 $ | -3,3 % | 32.452.995 $ | +1.809.424 $ | +5,9 % | 30.643.571 $ | +534.249 $ | +1,8 % | 30.109.322 $ | +3.198.131 $ | +11,9 % |
| Leelyn Smith, LLC | 3.670.379 $ | -28.304.149 $ | -88,5 % | 31.974.528 $ | +1.212.471 $ | +3,9 % | 30.762.057 $ | +1.873.291 $ | +6,5 % | 28.888.766 $ | +26.367.782 $ | +1.045,9 % |
| Cyndeo Wealth Partners, LLC | 31.933.284 $ | +1.782.012 $ | +5,9 % | 30.151.272 $ | +712.192 $ | +2,4 % | 29.439.080 $ | +4.075.120 $ | +16,1 % | 25.363.960 $ | +1.217.181 $ | +5,0 % |
| Farther Finance Advisors, LLC | 29.964.806 $ | -516.545 $ | -1,7 % | 30.481.351 $ | -1.381.944 $ | -4,3 % | 31.863.295 $ | +165.886 $ | +0,5 % | 31.697.409 $ | +18.780.286 $ | +145,4 % |
| Financial Strategies Group, Inc. | 31.837.037 $ | +1.688.828 $ | +5,6 % | 30.148.209 $ | +1.646.570 $ | +5,8 % | 28.501.639 $ | +2.709.474 $ | +10,5 % | 25.792.165 $ | +836.222 $ | +3,4 % |
| Presidio Capital Management, LLC | 30.439.067 $ | -1.166.516 $ | -3,7 % | 31.605.583 $ | +3.481.984 $ | +12,4 % | 28.123.599 $ | +943.060 $ | +3,5 % | 27.180.539 $ | -1.998.594 $ | -6,8 % |
| CPA Asset Management Group, LLC | 20.109.170 $ | -3.037.098 $ | -13,1 % | 23.146.268 $ | -6.544.916 $ | -22,0 % | 29.691.184 $ | -1.624.304 $ | -5,2 % | 31.315.488 $ | +2.331.978 $ | +8,0 % |
| VALLEY NATIONAL ADVISERS INC | 29.808.952 $ | -1.150.716 $ | -3,7 % | 30.959.668 $ | +1.992.668 $ | +6,9 % | 28.967.000 $ | +1.845.000 $ | +6,8 % | 27.122.000 $ | +4.714.000 $ | +21,0 % |
| WEALTH MANAGEMENT RESOURCES, INC. | 29.369.159 $ | -503.274 $ | -1,7 % | 29.872.433 $ | -368.634 $ | -1,2 % | 30.241.067 $ | -11.981 $ | -0,0 % | 30.253.048 $ | -2.744.270 $ | -8,3 % |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 24.665.000 $ | -5.563.000 $ | -18,4 % | 30.228.000 $ | +1.913.000 $ | +6,8 % | 28.315.000 $ | +2.281.000 $ | +8,8 % | 26.034.000 $ | +4.613.000 $ | +21,5 % |
| CAPITAL WEALTH MANAGEMENT, LLC | 23.994.501 $ | -6.193.944 $ | -20,5 % | 30.188.445 $ | +1.652.526 $ | +5,8 % | 28.535.919 $ | +2.195.753 $ | +8,3 % | 26.340.166 $ | +5.841.005 $ | +28,5 % |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 30.153.612 $ | +2.708.634 $ | +9,9 % | 27.444.978 $ | +600.932 $ | +2,2 % | 26.844.046 $ | -83.114 $ | -0,3 % | 26.927.160 $ | +2.139.679 $ | +8,6 % |
| SILVER OAK SECURITIES, INCORPORATED | 29.715.031 $ | +11.072.398 $ | +59,4 % | 18.642.633 $ | +207.577 $ | +1,1 % | 18.435.056 $ | +976.540 $ | +5,6 % | 17.458.516 $ | -9.094.067 $ | -34,2 % |
| Koshinski Asset Management, Inc. | 29.484.662 $ | +528.039 $ | +1,8 % | 28.956.623 $ | +2.117.589 $ | +7,9 % | 26.839.034 $ | +2.846.485 $ | +11,9 % | 23.992.549 $ | +6.240.584 $ | +35,2 % |
| Bridgewealth Advisory Group, LLC | 29.241.313 $ | +599.854 $ | +2,1 % | 28.641.459 $ | +2.168.538 $ | +8,2 % | 26.472.921 $ | +2.575.445 $ | +10,8 % | 23.897.476 $ | +4.552.186 $ | +23,5 % |
| BG Investment Services, LLC | 29.101.099 $ | +5.118.972 $ | +21,3 % | 23.982.127 $ | +2.587.096 $ | +12,1 % | 21.395.031 $ | +2.476.699 $ | +13,1 % | 18.918.332 $ | +3.042.318 $ | +19,2 % |
| Presper Financial Architects, LLC | 27.384.292 $ | -784.478 $ | -2,8 % | 28.168.770 $ | +113.522 $ | +0,4 % | 28.055.248 $ | +1.425.840 $ | +5,4 % | 26.629.408 $ | +7.745 $ | +0,0 % |
| Linscomb Wealth, Inc. | 28.101.292 $ | +3.669.979 $ | +15,0 % | 24.431.313 $ | +6.856.636 $ | +39,0 % | 17.574.677 $ | +2.080.981 $ | +13,4 % | 15.493.696 $ | +1.768.837 $ | +12,9 % |
| TrueWealth Advisors, LLC | 18.536.741 $ | -9.511.951 $ | -33,9 % | 28.048.692 $ | +480.844 $ | +1,7 % | 27.567.848 $ | +6.908.638 $ | +33,4 % | 20.659.210 $ | +12.568.064 $ | +155,3 % |
| Targeted Financial Services LLC | 26.462.875 $ | -1.537.213 $ | -5,5 % | 28.000.088 $ | +3.663.203 $ | +15,1 % | 24.336.885 $ | +1.883.740 $ | +8,4 % | 22.453.145 $ | ||
| SARD WEALTH MANAGEMENT GROUP, LLC | 27.730.185 $ | -140.620 $ | -0,5 % | 27.870.805 $ | +1.432.701 $ | +5,4 % | 26.438.104 $ | +419.721 $ | +1,6 % | 26.018.383 $ | +1.180.463 $ | +4,8 % |
| Envision Financial Planning, LLC | 27.625.533 $ | +2.065.891 $ | +8,1 % | 25.559.642 $ | +2.636.925 $ | +11,5 % | 22.922.717 $ | +18.026.551 $ | +368,2 % | |||
| NICOLET ADVISORY SERVICES, LLC | 27.308.914 $ | +1.386.250 $ | +5,3 % | |||||||||
| REGIMEN WEALTH, LLC | 11.178.133 $ | -15.729.206 $ | -58,5 % | 26.907.339 $ | +650.393 $ | +2,5 % | 26.256.946 $ | +3.029.450 $ | +13,0 % | 23.227.496 $ | +87.999 $ | +0,4 % |
| DeDora Capital, Inc. | 24.652.657 $ | -1.636.098 $ | -6,2 % | 26.288.755 $ | +232.846 $ | +0,9 % | 26.055.909 $ | -687.811 $ | -2,6 % | 26.743.720 $ | -865.381 $ | -3,1 % |
| Rise Advisors, LLC | 24.981.366 $ | -1.120.993 $ | -4,3 % | 26.102.359 $ | +11.044.293 $ | +73,3 % | 15.058.066 $ | +348.656 $ | +2,4 % | 14.709.410 $ | +299.587 $ | +2,1 % |
| Mariner, LLC | 14.283.913 $ | +3.051.844 $ | +27,2 % | 11.232.069 $ | -14.552.487 $ | -56,4 % | 25.784.556 $ | +246.935 $ | +1,0 % | 25.537.621 $ | -1.596.533 $ | -5,9 % |
| Andrews Advisory Associates, LLC | 25.684.466 $ | +370.104 $ | +1,5 % | 25.314.362 $ | +564.691 $ | +2,3 % | 24.749.671 $ | +1.014.158 $ | +4,3 % | 23.735.513 $ | ||
| SilverOak Wealth Management LLC | 25.683.113 $ | +15.766.342 $ | +159,0 % | 9.916.771 $ | +2.108.296 $ | +27,0 % | 7.808.475 $ | +617.953 $ | +8,6 % | 7.190.522 $ | +276.605 $ | +4,0 % |
| Perigon Wealth Management, LLC | 25.172.805 $ | -449.848 $ | -1,8 % | 25.622.653 $ | +1.832.688 $ | +7,7 % | 23.789.965 $ | |||||
| Main Street Financial Solutions, LLC | 25.384.761 $ | +1.336.946 $ | +5,6 % | 24.047.815 $ | -32.271 $ | -0,1 % | 24.080.086 $ | +159.434 $ | +0,7 % | |||
| Advyzon Investment Management, LLC | 25.130.795 $ | +6.812.511 $ | +37,2 % | 18.318.284 $ | +18.091.440 $ | +7.975,3 % | 226.844 $ | |||||
| Riverpoint Wealth Management Holdings, LLC | 25.110.255 $ | +10.782 $ | +0,0 % | 25.099.473 $ | +1.258.334 $ | +5,3 % | 23.841.139 $ | +1.540.056 $ | +6,9 % | 22.301.083 $ | +1.531.413 $ | +7,4 % |
| EnRich Financial Partners LLC | 24.227.823 $ | -846.977 $ | -3,4 % | 25.074.800 $ | +2.193.708 $ | +9,6 % | 22.881.092 $ | +30.986 $ | +0,1 % | 22.850.106 $ | +875.094 $ | +4,0 % |
| Spire Wealth Management | 24.219.883 $ | -543.891 $ | -2,2 % | 24.763.774 $ | -242.223 $ | -1,0 % | 25.005.997 $ | +1.282.092 $ | +5,4 % | 23.723.905 $ | +304.714 $ | +1,3 % |
| Tidemark, LLC | 24.575.783 $ | +1.938.679 $ | +8,6 % | 22.637.104 $ | +3.424.515 $ | +17,8 % | 19.212.589 $ | +1.759.858 $ | +10,1 % | 17.452.731 $ | +1.764.390 $ | +11,2 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24.426.473 $ | +1.272.199 $ | +5,5 % | 23.154.274 $ | +6.083.633 $ | +35,6 % | 17.070.641 $ | +16.236.651 $ | +1.946,9 % | 833.990 $ | +49.579 $ | +6,3 % |
| Juno Financial Group LLC | 24.280.092 $ | +1.633.681 $ | +7,2 % | 22.646.411 $ | +3.979.596 $ | +21,3 % | 18.666.815 $ | |||||
| CENTAURUS FINANCIAL, INC. | 16.956.000 $ | -4.298.000 $ | -20,2 % | 21.254.000 $ | -2.902.000 $ | -12,0 % | 24.156.000 $ | +4.023.000 $ | +20,0 % | 20.133.000 $ | +1.058.000 $ | +5,5 % |
| Financial & Tax Architects, LLC | 20.777.234 $ | -3.284.911 $ | -13,7 % | 24.062.145 $ | +2.127.713 $ | +9,7 % | ||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.291.740 $ | -1.709.990 $ | -7,1 % | 24.001.730 $ | +3.085.099 $ | +14,7 % | 20.916.631 $ | +3.500.377 $ | +20,1 % | 17.416.254 $ | +2.762.375 $ | +18,9 % |
| RENAISSANCE TECHNOLOGIES LLC | 23.641.540 $ | +8.188.587 $ | +53,0 % | 15.452.953 $ | +5.001.411 $ | +47,9 % | 10.451.542 $ | +5.373.330 $ | +105,8 % | 5.078.212 $ | -7.901.356 $ | -60,9 % |
| Catawba River Capital | 21.217.048 $ | -2.011.773 $ | -8,7 % | 23.228.821 $ | +285.984 $ | +1,2 % | 22.942.837 $ | +11.823.881 $ | +106,3 % | 11.118.956 $ | -59.216 $ | -0,5 % |
| Certified Advisory Corp | 375.256 $ | -576.888 $ | -60,6 % | 952.144 $ | -22.207.167 $ | -95,9 % | 23.159.311 $ | +1.962.256 $ | +9,3 % | 21.197.055 $ | +832.174 $ | +4,1 % |
| Investment Advisory Services Group LLC | 22.317.196 $ | -594.386 $ | -2,6 % | 22.911.582 $ | +2.607.685 $ | +12,8 % | 20.303.897 $ | +828.161 $ | +4,3 % | 19.475.736 $ | ||
| Dakota Wealth Management | 22.821.988 $ | +12.888.539 $ | +129,7 % | 9.933.449 $ | +261.045 $ | +2,7 % | 9.672.404 $ | +150.337 $ | +1,6 % | 9.522.067 $ | ||
| Lebenthal Global Advisors, LLC | 22.742.742 $ | +8.850.269 $ | +63,7 % | 13.892.473 $ | +9.518.601 $ | +217,6 % | 4.373.872 $ | -3.928.756 $ | -47,3 % | 8.302.628 $ | -7.011.759 $ | -45,8 % |
| Vestmark Advisory Solutions, Inc. | 21.775.340 $ | -649.532 $ | -2,9 % | 22.424.872 $ | +35.031 $ | +0,2 % | 22.389.841 $ | -3.344.550 $ | -13,0 % | |||
| PITTENGER & ANDERSON INC | 22.339.683 $ | +1.884.968 $ | +9,2 % | 20.454.715 $ | +1.023.240 $ | +5,3 % | 19.431.475 $ | +13.229.748 $ | +213,3 % | 6.201.727 $ | +3.749.249 $ | +152,9 % |
| KFA Private Wealth Group, LLC | 22.125.768 $ | +460.882 $ | +2,1 % | 21.664.886 $ | +1.329.823 $ | +6,5 % | 20.335.063 $ | +1.328.565 $ | +7,0 % | 19.006.498 $ | +3.119.746 $ | +19,6 % |
| Kastel Capital Advisors, LLC | 21.990.422 $ | -84.569 $ | -0,4 % | 22.074.991 $ | +1.996.947 $ | +9,9 % | 20.078.044 $ | +0 $ | +0,0 % | 20.078.044 $ | ||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.559.839 $ | -5.274.361 $ | -59,7 % | 8.834.200 $ | -12.974.233 $ | -59,5 % | 21.808.433 $ | -210.136 $ | -1,0 % | 22.018.569 $ | +482.595 $ | +2,2 % |
| KINTRA WEALTH, LLC | 21.402.163 $ | +13.191.904 $ | +160,7 % | 8.210.259 $ | +1.818.836 $ | +28,5 % | 6.391.423 $ | |||||
| FWG Holdings, LLC | 13.142.951 $ | +1.820.916 $ | +16,1 % | 11.322.035 $ | -2.161.341 $ | -16,0 % | 13.483.376 $ | -7.584.113 $ | -36,0 % | 21.067.489 $ | +10.325.780 $ | +96,1 % |
| Watchman Group, Inc. | 20.852.328 $ | -112.012 $ | -0,5 % | 20.964.340 $ | +780.090 $ | +3,9 % | 20.184.250 $ | +1.236.902 $ | +6,5 % | 18.947.348 $ | +1.850.431 $ | +10,8 % |
| Valmark Advisers, Inc. | 20.331.312 $ | -367.296 $ | -1,8 % | 20.698.608 $ | +2.209.195 $ | +11,9 % | 18.489.413 $ | +1.171.735 $ | +6,8 % | 17.317.678 $ | +243.820 $ | +1,4 % |
| Ashton Thomas Private Wealth, LLC | 19.467.262 $ | -1.188.187 $ | -5,8 % | 20.655.449 $ | +2.996.199 $ | +17,0 % | 17.659.250 $ | +2.194.765 $ | +14,2 % | 15.464.485 $ | +1.005.918 $ | +7,0 % |
| PCA Investment Advisory Services Inc. | 20.605.911 $ | +751.201 $ | +3,8 % | 19.854.710 $ | +2.201.314 $ | +12,5 % | 17.653.396 $ | +1.271.076 $ | +7,8 % | 16.382.320 $ | +2.913.320 $ | +21,6 % |
| Dogwood Wealth Management LLC | 80.625 $ | -20.378.661 $ | -99,6 % | 20.459.286 $ | +1.832.213 $ | +9,8 % | 18.627.073 $ | +1.231.539 $ | +7,1 % | 17.395.534 $ | +2.350.517 $ | +15,6 % |
| PFG Advisors | 10.479.693 $ | -1.095.208 $ | -9,5 % | 11.574.901 $ | -565.574 $ | -4,7 % | 12.140.475 $ | -8.272.011 $ | -40,5 % | 20.412.486 $ | +843.621 $ | +4,3 % |
| Waterway Wealth Management, LLC | 16.934.789 $ | -3.405.158 $ | -16,7 % | 20.339.947 $ | +11.922.464 $ | +141,6 % | 8.417.483 $ | +8.068.684 $ | +2.313,3 % | 348.799 $ | ||
| Occidental Asset Management, LLC | 20.263.447 $ | +661.806 $ | +3,4 % | 19.601.641 $ | +389.554 $ | +2,0 % | 19.212.087 $ | +1.024.722 $ | +5,6 % | 18.187.365 $ | +531.823 $ | +3,0 % |
| tru Independence LLC | 19.714.630 $ | -106.584 $ | -0,5 % | 19.821.214 $ | +1.837.512 $ | +10,2 % | 17.983.702 $ | +684.581 $ | +4,0 % | 17.299.121 $ | +1.617.921 $ | +10,3 % |
| Cornerstone Wealth Group, LLC | 19.712.826 $ | -73.083 $ | -0,4 % | 19.785.909 $ | +2.821.736 $ | +16,6 % | 16.964.173 $ | +1.760.186 $ | +11,6 % | 15.203.987 $ | +771.992 $ | +5,3 % |
| Goldstone Financial Group, LLC | 19.467.806 $ | +858.943 $ | +4,6 % | 18.608.863 $ | +3.675.380 $ | +24,6 % | 14.933.483 $ | +2.194.086 $ | +17,2 % | 12.739.397 $ | +556.030 $ | +4,6 % |
| Buttonwood Financial Advisors Inc. | 18.643.999 $ | -755.273 $ | -3,9 % | 19.399.272 $ | +826.122 $ | +4,4 % | 18.573.150 $ | +941.425 $ | +5,3 % | 17.631.725 $ | +198.535 $ | +1,1 % |
| GAINLINE FINANCIAL PARTNERS, LLC | 19.286.800 $ | +1.839.026 $ | +10,5 % | 17.447.774 $ | ||||||||
| BAKER BOYER NATIONAL BANK | 18.398.170 $ | -797.655 $ | -4,2 % | 19.195.825 $ | +483.641 $ | +2,6 % | 18.712.184 $ | +575.278 $ | +3,2 % | 18.136.906 $ | -1.427.793 $ | -7,3 % |
| Prime Capital Investment Advisors, LLC | 19.055.210 $ | -94.614 $ | -0,5 % | 19.149.824 $ | +1.254.164 $ | +7,0 % | 17.895.660 $ | +7.965.909 $ | +80,2 % | 9.929.751 $ | +813.207 $ | +8,9 % |
| Fortitude Advisory Group L.L.C. | 619.692 $ | +11.172 $ | +1,8 % | 608.520 $ | -10.407 $ | -1,7 % | 618.927 $ | -18.414.545 $ | -96,7 % | 19.033.472 $ | +18.587.025 $ | +4.163,3 % |
| New Insight Wealth Advisors | 18.948.335 $ | +892.616 $ | +4,9 % | 18.055.719 $ | +248.487 $ | +1,4 % | 17.807.232 $ | +837.005 $ | +4,9 % | |||
| TRUIST FINANCIAL CORP | 18.778.731 $ | +4.601.464 $ | +32,5 % | 14.177.267 $ | +1.963.933 $ | +16,1 % | 12.213.334 $ | +1.401.938 $ | +13,0 % | 10.811.396 $ | +910.962 $ | +9,2 % |
| Clarity Retirement & Wealth, LLC | 18.494.868 $ | -66.818 $ | -0,4 % | 18.561.686 $ | +955.329 $ | +5,4 % | 17.606.357 $ | -973.740 $ | -5,2 % | 18.580.097 $ | ||
| RCS Financial Planning, LLC | 5.874.203 $ | -12.619.848 $ | -68,2 % | 18.494.051 $ | +104.380 $ | +0,6 % | 18.389.671 $ | +2.007.977 $ | +12,3 % | 16.381.694 $ | -270.734 $ | -1,6 % |
| Meriwether Wealth & Planning, LLC | 11.376.902 $ | -6.950.246 $ | -37,9 % | 18.327.148 $ | +280.423 $ | +1,6 % | 18.046.725 $ | +1.361.046 $ | +8,2 % | 16.685.679 $ | +268.075 $ | +1,6 % |
| EdgeRock Capital LLC | 15.841.995 $ | -593.766 $ | -3,6 % | 16.435.761 $ | +289.040 $ | +1,8 % | 16.146.721 $ | -2.175.342 $ | -11,9 % | 18.322.063 $ | +307.442 $ | +1,7 % |
| D.A. DAVIDSON & CO. | 18.239.186 $ | +231.036 $ | +1,3 % | 18.008.150 $ | +1.351.781 $ | +8,1 % | 16.656.369 $ | +1.043.839 $ | +6,7 % | 15.612.530 $ | +4.361.230 $ | +38,8 % |
| ETF Portfolio Partners, Inc. | 15.702.888 $ | -2.473.431 $ | -13,6 % | 18.176.319 $ | +1.461.858 $ | +8,7 % | 16.714.461 $ | +235.741 $ | +1,4 % | 16.478.720 $ | +180.377 $ | +1,1 % |
| World Investment Advisors | 18.015.702 $ | -97.086 $ | -0,5 % | 18.112.788 $ | +2.072.634 $ | +12,9 % | 16.040.154 $ | +2.280.191 $ | +16,6 % | |||
| Selby Wealth Management, LLC | 17.238.202 $ | -791.996 $ | -4,4 % | 18.030.198 $ | +710.506 $ | +4,1 % | 17.319.692 $ | -251.360 $ | -1,4 % | 17.571.052 $ | ||
| Pearl Planning LLC | 18.029.050 $ | +488.979 $ | +2,8 % | 17.540.071 $ | +1.519.482 $ | +9,5 % | 16.020.589 $ | |||||
| MAI Capital Management | 17.671.516 $ | +752.680 $ | +4,4 % | 16.918.836 $ | +637.988 $ | +3,9 % | 16.280.848 $ | +1.421.200 $ | +9,6 % | 14.859.648 $ | +720.011 $ | +5,1 % |
| J.W. COLE ADVISORS, INC. | 17.420.714 $ | +1.006.594 $ | +6,1 % | 16.414.120 $ | +5.185.882 $ | +46,2 % | 11.228.238 $ | +761.667 $ | +7,3 % | |||
| Baker Ellis Asset Management LLC | 15.387.146 $ | -1.366.787 $ | -8,2 % | 16.753.933 $ | -287.473 $ | -1,7 % | 17.041.406 $ | -322.884 $ | -1,9 % | 17.364.290 $ | +166.611 $ | +1,0 % |
| CMG Global Holdings, LLC | 11.459.869 $ | -4.352.671 $ | -27,5 % | 15.812.540 $ | -452.469 $ | -2,8 % | 16.265.009 $ | -960.765 $ | -5,6 % | 17.225.774 $ | +2.347.787 $ | +15,8 % |
| Schneider Downs Wealth Management Advisors, LP | 17.128.746 $ | -20.685 $ | -0,1 % | 17.149.431 $ | +866.492 $ | +5,3 % | 16.282.939 $ | +1.265.688 $ | +8,4 % | 15.017.251 $ | +1.066.505 $ | +7,6 % |
| KICKSTAND VENTURES, LLC. | 272.273 $ | -16.871.400 $ | -98,4 % | 17.143.673 $ | +291.810 $ | +1,7 % | 16.851.863 $ | +529.373 $ | +3,2 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.642.959 $ | +1.187.155 $ | +260,5 % | 455.804 $ | -16.664.446 $ | -97,3 % | 17.120.250 $ | +16.901.955 $ | +7.742,7 % | |||
| Destiny Wealth Partners, LLC | 17.035.915 $ | +3.725.025 $ | +28,0 % | 13.310.890 $ | -3.676.356 $ | -21,6 % | 16.987.246 $ | |||||
| Investment Planning Advisors, Inc. | 398.120 $ | -87.067 $ | -17,9 % | 485.187 $ | -16.532.978 $ | -97,1 % | 17.018.165 $ | -3.569 $ | -0,0 % | 17.021.734 $ | +615.159 $ | +3,7 % |
| Forbes Financial Planning, Inc. | 15.526.526 $ | -803.372 $ | -4,9 % | 16.329.898 $ | -345.816 $ | -2,1 % | 16.675.714 $ | +20.234 $ | +0,1 % | 16.655.480 $ | +1.644.493 $ | +11,0 % |
| Stratos Wealth Partners, LTD. | 16.645.267 $ | +1.159.230 $ | +7,5 % | 15.486.037 $ | +572.156 $ | +3,8 % | 14.913.881 $ | +11.054.547 $ | +286,4 % | 3.859.334 $ | -140.436 $ | -3,5 % |
| S Harris Financial Group, LLC | 16.591.935 $ | +2.290.251 $ | +16,0 % | 14.301.684 $ | +1.234.586 $ | +9,4 % | 13.067.098 $ | |||||
| OneAscent Financial Services LLC | 2.743.350 $ | -13.773.853 $ | -83,4 % | 16.517.203 $ | +2.930.086 $ | +21,6 % | 13.587.117 $ | +3.100.011 $ | +29,6 % | |||
| Graney & King, LLC | 16.465.863 $ | +674.256 $ | +4,3 % | 15.791.607 $ | +1.421.065 $ | +9,9 % | 14.370.542 $ | +493.836 $ | +3,6 % | 13.876.706 $ | +3.459.155 $ | +33,2 % |
| KMG FIDUCIARY PARTNERS, LLC | 5.879.045 $ | -10.565.795 $ | -64,2 % | 16.444.840 $ | +726.539 $ | +4,6 % | 15.718.301 $ | +568.674 $ | +3,8 % | |||
| Physician Wealth Advisors, Inc. | 14.114.128 $ | -2.131.712 $ | -13,1 % | 16.245.840 $ | +1.784.998 $ | +12,3 % | 14.460.842 $ | +1.354.963 $ | +10,3 % | 13.105.879 $ | -519.784 $ | -3,8 % |
| Gladstone Institutional Advisory LLC | 12.296.661 $ | -460.008 $ | -3,6 % | 12.756.669 $ | -3.467.108 $ | -21,4 % | 16.223.777 $ | +7.120.051 $ | +78,2 % | 9.103.726 $ | +325.395 $ | +3,7 % |
| TSFG, LLC | 125.000 $ | -15.920.000 $ | -99,2 % | 16.045.000 $ | +7.208.000 $ | +81,6 % | 8.837.000 $ | +388.000 $ | +4,6 % | 8.449.000 $ | +1.165.000 $ | +16,0 % |
| COURIER CAPITAL LLC | 15.881.230 $ | +209.316 $ | +1,3 % | 15.671.914 $ | +994.478 $ | +6,8 % | 14.677.436 $ | +1.148.228 $ | +8,5 % | 13.529.208 $ | +858.766 $ | +6,8 % |
| Salus Financial Advisors, LLC | 15.206.355 $ | -433.638 $ | -2,8 % | 15.639.993 $ | +1.322.104 $ | +9,2 % | 14.317.889 $ | +600.684 $ | +4,4 % | 13.717.205 $ | -128.364 $ | -0,9 % |
| Stratos Wealth Advisors, LLC | 12.597.835 $ | -3.040.531 $ | -19,4 % | 15.638.366 $ | +1.482.882 $ | +10,5 % | 14.155.484 $ | +1.476.633 $ | +11,6 % | 12.678.851 $ | +3.012.371 $ | +31,2 % |
| 15 Wealth Advisors LLC | 15.520.656 $ | |||||||||||
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 14.018.895 $ | -1.354.314 $ | -8,8 % | 15.373.209 $ | +1.443.918 $ | +10,4 % | 13.929.291 $ | +1.222.389 $ | +9,6 % | 12.706.902 $ | +883.981 $ | +7,5 % |
| SENTINEL PENSION ADVISORS, LLC | 15.238.572 $ | -132.754 $ | -0,9 % | 15.371.326 $ | +347.918 $ | +2,3 % | 15.023.408 $ | +390.143 $ | +2,7 % | 14.633.265 $ | +205.651 $ | +1,4 % |
| Vise Technologies, Inc. | 15.032.972 $ | +8.120.060 $ | +117,5 % | 6.912.912 $ | +5.137.308 $ | +289,3 % | 1.775.604 $ | +0 $ | +0,0 % | 1.775.604 $ | ||
| GENESIS PRIVATE WEALTH, LLC | 14.964.691 $ | +4.871 $ | +0,0 % | 14.959.820 $ | +662.732 $ | +4,6 % | 14.297.088 $ | -226.324 $ | -1,6 % | 14.523.412 $ | +1.143.435 $ | +8,5 % |
| Apella Capital, LLC | 14.813.864 $ | +2.438.297 $ | +19,7 % | 12.375.567 $ | +1.035.614 $ | +9,1 % | 11.339.953 $ | +1.393.669 $ | +14,0 % | 9.946.284 $ | +1.043.086 $ | +11,7 % |
| OpenArc Corporate Advisory, LLC | 14.810.852 $ | +3.844.123 $ | +35,1 % | 10.966.729 $ | +2.761.242 $ | +33,7 % | 8.205.487 $ | +1.292.397 $ | +18,7 % | 6.913.090 $ | ||
| Rooted Wealth Advisors, Inc. | 14.741.705 $ | +0 $ | +0,0 % | 14.741.705 $ | +3.019.147 $ | +25,8 % | 11.722.558 $ | +3.397 $ | +0,0 % | 11.719.161 $ | +1.282.963 $ | +12,3 % |
| Unique Wealth Strategies, LLC | 14.731.573 $ | +0 $ | +0,0 % | 14.731.573 $ | +1.105.974 $ | +8,1 % | 13.625.599 $ | +1.680.843 $ | +14,1 % | 11.944.756 $ | +211.171 $ | +1,8 % |
| Mountain Hill Investment Partners Corp. | 13.897.048 $ | -766.584 $ | -5,2 % | 14.663.632 $ | +633.230 $ | +4,5 % | 14.030.402 $ | -418.802 $ | -2,9 % | 14.449.204 $ | +2.731.428 $ | +23,3 % |
| Cyr Financial Inc. | 14.530.614 $ | +493.901 $ | +3,5 % | 14.036.713 $ | +1.010.880 $ | +7,8 % | 13.025.833 $ | +925.140 $ | +7,6 % | 12.100.693 $ | +2.251.203 $ | +22,9 % |
| CITADEL ADVISORS LLC | 12.812.216 $ | -1.582.404 $ | -11,0 % | 14.394.620 $ | +9.022.807 $ | +168,0 % | 5.371.813 $ | -14.410.881 $ | -72,8 % | |||
| Goodwin Investment Advisory | 14.328.148 $ | +1.336.605 $ | +10,3 % | 12.991.543 $ | +18.979 $ | +0,1 % | 12.972.564 $ | +1.520.468 $ | +13,3 % | |||
| TrustWell Financial Advisors, LLC | 14.305.055 $ | +664.024 $ | +4,9 % | 13.641.031 $ | +949.136 $ | +7,5 % | 12.691.895 $ | +1.047.601 $ | +9,0 % | 11.644.294 $ | ||
| MUSTICO FINANCIAL GROUP, INC. | 14.284.418 $ | +184.687 $ | +1,3 % | 14.099.731 $ | +2.045.612 $ | +17,0 % | 12.054.119 $ | +2.830.296 $ | +30,7 % | 9.223.823 $ | +2.713.666 $ | +41,7 % |
| Arax Advisory Partners | 6.119.166 $ | -80.310 $ | -1,3 % | 6.199.476 $ | +6.045.812 $ | +3.934,4 % | 153.664 $ | -13.978.601 $ | -98,9 % | 14.132.265 $ | ||
| Summit Wealth Partners, LLC | 14.107.063 $ | +11.429.853 $ | +426,9 % | 2.677.210 $ | +1.011.253 $ | +60,7 % | 1.665.957 $ | |||||
| LongView Wealth Management | 13.827.053 $ | -258.777 $ | -1,8 % | 14.085.830 $ | +299.430 $ | +2,2 % | 13.786.400 $ | +2.210.835 $ | +19,1 % | 11.575.565 $ | +2.019.308 $ | +21,1 % |
| Split Rock Private Trading & Wealth Management, LLC | 3.098.585 $ | -2.806.767 $ | -47,5 % | 5.905.352 $ | -1.764.690 $ | -23,0 % | 7.670.042 $ | -6.376.664 $ | -45,4 % | 14.046.706 $ | ||
| STIFEL FINANCIAL CORP | 13.500.516 $ | +1.054.554 $ | +8,5 % | 12.445.962 $ | +473.583 $ | +4,0 % | 11.972.379 $ | -1.857.312 $ | -13,4 % | 13.829.691 $ | +2.062.218 $ | +17,5 % |
| Williams & Novak Wealth Management, LLC | 5.915.193 $ | -3.298.891 $ | -35,8 % | 9.214.084 $ | -1.546.539 $ | -14,4 % | 10.760.623 $ | -3.062.924 $ | -22,2 % | 13.823.547 $ | -514.519 $ | -3,6 % |
| Envestnet Portfolio Solutions, Inc. | 13.815.985 $ | +1.065.847 $ | +8,4 % | 12.750.138 $ | +816.742 $ | +6,8 % | 11.933.396 $ | +898.695 $ | +8,1 % | |||
| STEPH & CO | 13.716.011 $ | +2.392.959 $ | +21,1 % | 11.323.052 $ | +595.327 $ | +5,5 % | 10.727.725 $ | -1.720.616 $ | -13,8 % | 12.448.341 $ | +796.878 $ | +6,8 % |
| Cornerstone Wealth Management, LLC | 12.683.730 $ | -938.279 $ | -6,9 % | 13.622.009 $ | +1.610.702 $ | +13,4 % | 12.011.307 $ | +181.793 $ | +1,5 % | 11.829.514 $ | +1.390.966 $ | +13,3 % |
| OPPENHEIMER & CO INC | 6.130.024 $ | +720.672 $ | +13,3 % | 5.409.352 $ | -8.087.188 $ | -59,9 % | 13.496.540 $ | +1.723.882 $ | +14,6 % | 11.772.658 $ | +1.017.234 $ | +9,5 % |
| HARMONY ASSET MANAGEMENT LLC | 13.447.104 $ | +3.077.146 $ | +29,7 % | 10.369.958 $ | +746.192 $ | +7,8 % | 9.623.766 $ | |||||
| Destiny Capital Corp/CO | 12.932.856 $ | -411.931 $ | -3,1 % | 13.344.787 $ | +316.696 $ | +2,4 % | 13.028.091 $ | +279.259 $ | +2,2 % | 12.748.832 $ | -182.625 $ | -1,4 % |
| Advisory Services Network, LLC | 10.930.610 $ | -2.309.710 $ | -17,4 % | 13.240.320 $ | +1.816.390 $ | +15,9 % | 11.423.930 $ | +880.698 $ | +8,4 % | 10.543.232 $ | +490.634 $ | +4,9 % |
| Milestone Investment Advisors LLC | 11.582.981 $ | -1.623.418 $ | -12,3 % | 13.206.399 $ | +695.237 $ | +5,6 % | 12.511.162 $ | -192.013 $ | -1,5 % | 12.703.175 $ | +552.600 $ | +4,5 % |
| NewEdge Wealth, LLC | 13.197.803 $ | +1.252.342 $ | +10,5 % | 11.945.461 $ | +5.674.762 $ | +90,5 % | 6.270.699 $ | +1.676.570 $ | +36,5 % | |||
| MEMBERS WEALTH LLC | 12.630.893 $ | -525.607 $ | -4,0 % | 13.156.500 $ | +983.677 $ | +8,1 % | 12.172.823 $ | -455.046 $ | -3,6 % | 12.627.869 $ | +1.614.053 $ | +14,7 % |
| Storen Legacy Partners, LLC | 12.839.956 $ | +478.026 $ | +3,9 % | 12.361.930 $ | +1.719.339 $ | +16,2 % | 10.642.591 $ | |||||
| Centerline Wealth Advisors, LLC | 11.286.966 $ | +2.164.387 $ | +23,7 % | 9.122.579 $ | -1.618.476 $ | -15,1 % | 10.741.055 $ | -2.071.463 $ | -16,2 % | 12.812.518 $ | -8.740.455 $ | -40,6 % |
| VICTORY FINANCIAL GROUP, LLC | 6.579.528 $ | +2.581 $ | +0,0 % | 6.576.947 $ | -4.471.187 $ | -40,5 % | 11.048.134 $ | -1.634.435 $ | -12,9 % | 12.682.569 $ | -91.972 $ | -0,7 % |
| Atria Investments, Inc | 12.638.434 $ | +610.403 $ | +5,1 % | 12.028.031 $ | +740.345 $ | +6,6 % | 11.287.686 $ | +696.217 $ | +6,6 % | 10.591.469 $ | +894.406 $ | +9,2 % |
| Argo Wealth Advisory, LLC | 12.191.755 $ | -258.946 $ | -2,1 % | 12.450.701 $ | +141.574 $ | +1,2 % | 12.309.127 $ | +297.506 $ | +2,5 % | 12.011.621 $ | ||
| First Heartland Consultants, Inc. | 523.930 $ | -60.435 $ | -10,3 % | 584.365 $ | -173.748 $ | -22,9 % | 758.113 $ | -11.660.026 $ | -93,9 % | 12.418.139 $ | +687.190 $ | +5,9 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12.357.828 $ | +3.264.921 $ | +35,9 % | 9.092.907 $ | +545.677 $ | +6,4 % | 8.547.230 $ | +1.981.043 $ | +30,2 % | 6.566.187 $ | +1.381.862 $ | +26,7 % |
| Focus Advisor Solutions, LLC | 12.231.165 $ | -114.664 $ | -0,9 % | 12.345.829 $ | +771.183 $ | +6,7 % | 11.574.646 $ | +712.013 $ | +6,6 % | 10.862.633 $ | -7.939.184 $ | -42,2 % |
| Barry Investment Advisors, LLC | 12.336.996 $ | +4.339.986 $ | +54,3 % | 7.997.010 $ | +2.129.339 $ | +36,3 % | 5.867.671 $ | +1.027.197 $ | +21,2 % | 4.840.474 $ | +436.784 $ | +9,9 % |
| Holos Integrated Wealth LLC | 12.200.984 $ | +657.569 $ | +5,7 % | 11.543.415 $ | +1.325.142 $ | +13,0 % | 10.218.273 $ | +631.049 $ | +6,6 % | 9.587.224 $ | +2.592.260 $ | +37,1 % |
| HICKS CAPITAL MANAGEMENT LLC | 12.090.121 $ | +0 $ | +0,0 % | 12.090.121 $ | +594.553 $ | +5,2 % | 11.495.568 $ | -103.678 $ | -0,9 % | 11.599.246 $ | +1.136.387 $ | +10,9 % |
| IHT Wealth Management, LLC | 12.055.203 $ | +6.101.129 $ | +102,5 % | 5.954.074 $ | -1.951.819 $ | -24,7 % | 7.905.893 $ | +2.244.036 $ | +39,6 % | |||
| Equitable Holdings, Inc. | 12.046.060 $ | +886.516 $ | +7,9 % | 11.159.544 $ | +677.755 $ | +6,5 % | 10.481.789 $ | +2.070.548 $ | +24,6 % | |||
| LINCOLN CAPITAL CORP | 12.006.897 $ | +5.660.234 $ | +89,2 % | 6.346.663 $ | +621.622 $ | +10,9 % | 5.725.041 $ | -135.214 $ | -2,3 % | 5.860.255 $ | +1.992.153 $ | +51,5 % |
| Resolute Wealth Strategies, LLC | 11.593.292 $ | -276.083 $ | -2,3 % | 11.869.375 $ | +393.934 $ | +3,4 % | 11.475.441 $ | -29.775 $ | -0,3 % | 11.505.216 $ | -86.958 $ | -0,8 % |
| SPWM Advisors LLC | 11.385.883 $ | -420.594 $ | -3,6 % | 11.806.477 $ | +379.663 $ | +3,3 % | 11.426.814 $ | +2.188.750 $ | +23,7 % | 9.238.064 $ | ||
| Provident Living Financial Services, Inc. | 11.560.652 $ | -205.456 $ | -1,7 % | 11.766.108 $ | +1.895.222 $ | +19,2 % | 9.870.886 $ | -140.252 $ | -1,4 % | 10.011.138 $ | ||
| SUMMIT WEALTH GROUP LLC / CO | 11.668.581 $ | +9.943.773 $ | +576,5 % | 1.724.808 $ | +1.156.620 $ | +203,6 % | 568.188 $ | +37.439 $ | +7,1 % | 530.749 $ | ||
| Clarity Wealth Advisors, LLC | 11.296.223 $ | -319.865 $ | -2,8 % | 11.616.088 $ | +857.900 $ | +8,0 % | 10.758.188 $ | +912.131 $ | +9,3 % | 9.846.057 $ | +1.570.172 $ | +19,0 % |
| Insight Wealth Partners, LLC | 9.020.113 $ | +114.588 $ | +1,3 % | 8.905.525 $ | -2.633.566 $ | -22,8 % | 11.539.091 $ | +590.383 $ | +5,4 % | 10.948.708 $ | +462.832 $ | +4,4 % |
| Dickmeyer Boyce Financial Management, Inc. | 11.404.492 $ | -103.107 $ | -0,9 % | 11.507.599 $ | +495.109 $ | +4,5 % | 11.012.490 $ | |||||
| USAdvisors Wealth Management, LLC | 11.190.000 $ | -157.000 $ | -1,4 % | 11.347.000 $ | -76.000 $ | -0,7 % | 11.423.000 $ | +228.000 $ | +2,0 % | 11.195.000 $ | +508.000 $ | +4,8 % |
| Mutual Advisors, LLC | 8.298.315 $ | -469.490 $ | -5,4 % | 8.767.805 $ | -2.634.725 $ | -23,1 % | 11.402.530 $ | +4.078.864 $ | +55,7 % | 7.323.666 $ | -167.544 $ | -2,2 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10.322.209 $ | -1.069.604 $ | -9,4 % | 11.391.813 $ | +151.217 $ | +1,3 % | 11.240.596 $ | +2.823.242 $ | +33,5 % | 8.417.354 $ | +276.347 $ | +3,4 % |
| Diversify Advisory Services, LLC | 10.322.209 $ | -1.069.604 $ | -9,4 % | 11.391.813 $ | +7.965.242 $ | +232,5 % | 3.426.571 $ | |||||
| Nicht ausgewiesen | 11.192.319 $ | +1.494.356 $ | +15,4 % | 9.697.963 $ | +2.877.172 $ | +42,2 % | 6.820.791 $ | +5.023.959 $ | +279,6 % | |||
| 49 WEALTH MANAGEMENT, LLC | 11.114.707 $ | |||||||||||
| ALONGSIDE, LLC | 10.897.503 $ | -217.204 $ | -2,0 % | 11.114.707 $ | ||||||||
| EP Wealth Advisors, LLC | 10.857.297 $ | -113.284 $ | -1,0 % | 10.970.581 $ | +10.398.868 $ | +1.818,9 % | 571.713 $ | +188.143 $ | +49,1 % | 383.570 $ | ||
| DAHRING | CUSMANO LLC | 1.451.741 $ | -1.440.653 $ | -49,8 % | 2.892.394 $ | -825.496 $ | -22,2 % | 3.717.890 $ | -7.172.066 $ | -65,9 % | 10.889.956 $ | -52.831 $ | -0,5 % |
| Triangle Securities Wealth Management | 10.714.231 $ | +5.566.223 $ | +108,1 % | 5.148.008 $ | +416.787 $ | +8,8 % | 4.731.221 $ | +339.444 $ | +7,7 % | 4.391.777 $ | +167.670 $ | +4,0 % |
| CMH Wealth Management LLC | 10.652.587 $ | +1.086.315 $ | +11,4 % | 9.566.272 $ | +2.448.388 $ | +34,4 % | 7.117.884 $ | +17.644 $ | +0,2 % | 7.100.240 $ | +266.751 $ | +3,9 % |
| TD Waterhouse Canada Inc. | 6.983.238 $ | -3.536.047 $ | -33,6 % | 10.519.285 $ | +576.942 $ | +5,8 % | 9.942.343 $ | +1.534.319 $ | +18,2 % | 8.408.024 $ | +788.492 $ | +10,3 % |
| OmniStar Financial Group, Inc. | 10.510.045 $ | +887.191 $ | +9,2 % | 9.622.854 $ | +641.520 $ | +7,1 % | 8.981.334 $ | +1.441.959 $ | +19,1 % | 7.539.375 $ | +250.955 $ | +3,4 % |
| Fortis Capital Advisors, LLC | 10.432.302 $ | |||||||||||
| Belpointe Asset Management LLC | 10.432.302 $ | |||||||||||
| Essex LLC | 10.314.243 $ | +9.215.796 $ | +839,0 % | 1.098.447 $ | -2.727.748 $ | -71,3 % | 3.826.195 $ | +3.436.328 $ | +881,4 % | 389.867 $ | ||
| Sachetta, LLC | 10.189.010 $ | +1.257.884 $ | +14,1 % | 8.931.126 $ | +250.034 $ | +2,9 % | 8.681.092 $ | +573.153 $ | +7,1 % | |||
| Schuylkill Financial LLC | 9.765.885 $ | -40.009 $ | -0,4 % | 9.805.894 $ | ||||||||
| WNY Asset Management, LLC | 9.796.966 $ | +328.254 $ | +3,5 % | 9.468.712 $ | -3.963.557 $ | -29,5 % | ||||||
| Flavin Financial Services, Inc. | 9.772.548 $ | +1.758.235 $ | +21,9 % | 8.014.313 $ | +464.501 $ | +6,2 % | 7.549.812 $ | +36.523 $ | +0,5 % | 7.513.289 $ | +300.681 $ | +4,2 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 4.640.373 $ | -4.211.863 $ | -47,6 % | 8.852.236 $ | -737.072 $ | -7,7 % | 9.589.308 $ | -77.476 $ | -0,8 % | 9.666.784 $ | -655.012 $ | -6,3 % |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 9.237.367 $ | -379.047 $ | -3,9 % | 9.616.414 $ | +746.181 $ | +8,4 % | 8.870.233 $ | +496.331 $ | +5,9 % | 8.373.902 $ | +149.503 $ | +1,8 % |
| HighPoint Advisor Group LLC | 6.215.938 $ | -2.458.301 $ | -28,3 % | 8.674.239 $ | +13.832 $ | +0,2 % | 8.660.407 $ | -767.004 $ | -8,1 % | 9.427.411 $ | +108.299 $ | +1,2 % |
| Anson Capital, Inc. | 9.173.322 $ | -214.912 $ | -2,3 % | 9.388.234 $ | +556.008 $ | +6,3 % | 8.832.226 $ | +294.475 $ | +3,4 % | 8.537.751 $ | -180.510 $ | -2,1 % |
| Opes Wealth Management LLC | 9.373.906 $ | +89.803 $ | +1,0 % | 9.284.103 $ | +296.065 $ | +3,3 % | ||||||
| PRINCIPAL SECURITIES, INC. | 9.349.480 $ | +1.796.745 $ | +23,8 % | 7.552.735 $ | +1.973.150 $ | +35,4 % | 5.579.585 $ | +1.630.346 $ | +41,3 % | 3.949.239 $ | +1.520.444 $ | +62,6 % |
| Global Wealth Strategies & Associates | 9.151.026 $ | -189.580 $ | -2,0 % | 9.340.606 $ | +1.066.727 $ | +12,9 % | 8.273.879 $ | |||||
| Mayfair Advisory Group, LLC | 8.936.544 $ | -400.252 $ | -4,3 % | 9.336.796 $ | +652.196 $ | +7,5 % | 8.684.600 $ | +9.119 $ | +0,1 % | 8.675.481 $ | +517.710 $ | +6,3 % |
| Sonoma Allocations LLC | 8.440.959 $ | -831.439 $ | -9,0 % | 9.272.398 $ | +414.585 $ | +4,7 % | 8.857.813 $ | -324.446 $ | -3,5 % | 9.182.259 $ | -4.405.361 $ | -32,4 % |
| B. Riley Wealth Advisors, Inc. | 9.149.517 $ | +638.837 $ | +7,5 % | 8.510.680 $ | +1.187.447 $ | +16,2 % | 7.323.233 $ | +1.321.897 $ | +22,0 % | 6.001.336 $ | -13.234 $ | -0,2 % |
| INTEGRATED WEALTHCARE, LLC | 8.089.479 $ | -641.735 $ | -7,3 % | 8.731.214 $ | -124.997 $ | -1,4 % | 8.856.211 $ | -104.094 $ | -1,2 % | 8.960.305 $ | ||
| Wingate Wealth Advisors, Inc. | 8.948.006 $ | +651.753 $ | +7,9 % | 8.296.253 $ | +5.129.394 $ | +162,0 % | 3.166.859 $ | +672.204 $ | +26,9 % | 2.494.655 $ | -28.633 $ | -1,1 % |
| Essential Planning, LLC. | 8.867.248 $ | +1.398.160 $ | +18,7 % | 7.469.088 $ | +1.997.360 $ | +36,5 % | 5.471.728 $ | +1.253.808 $ | +29,7 % | 4.217.920 $ | +1.569.088 $ | +59,2 % |
| Abundance Wealth Counselors | 8.861.181 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 4.117.172 $ | -350.616 $ | -7,8 % | 4.467.788 $ | +106.690 $ | +2,4 % | 4.361.098 $ | -4.474.138 $ | -50,6 % | 8.835.236 $ | +1.379.406 $ | +18,5 % |
| Janney Montgomery Scott LLC | 5.731.000 $ | +2.730.000 $ | +91,0 % | 3.001.000 $ | -5.794.000 $ | -65,9 % | 8.795.000 $ | +2.908.000 $ | +49,4 % | 5.887.000 $ | +1.967.000 $ | +50,2 % |
| Cooper Financial Group | 7.319.460 $ | -258.823 $ | -3,4 % | 7.578.283 $ | -911.316 $ | -10,7 % | 8.489.599 $ | -304.242 $ | -3,5 % | 8.793.841 $ | +338.461 $ | +4,0 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 411.036 $ | -8.237.330 $ | -95,2 % | 8.648.366 $ | +377.565 $ | +4,6 % | 8.270.801 $ | +2.331.693 $ | +39,3 % | 5.939.108 $ | +461.518 $ | +8,4 % |
| Rockefeller Capital Management L.P. | 8.168.192 $ | -433.257 $ | -5,0 % | 8.601.449 $ | +4.939.345 $ | +134,9 % | 3.662.104 $ | +517.905 $ | +16,5 % | 3.144.199 $ | +955.155 $ | +43,6 % |
| Weaver Consulting Group | 8.581.903 $ | +7.881.882 $ | +1.125,9 % | 700.021 $ | +174.935 $ | +33,3 % | 525.086 $ | |||||
| Greykasell Wealth Strategies, Inc. | 8.399.596 $ | -164.295 $ | -1,9 % | 8.563.891 $ | +457.251 $ | +5,6 % | 8.106.640 $ | +58.156 $ | +0,7 % | 8.048.484 $ | +284.505 $ | +3,7 % |
| Landmark Wealth Management, LLC | 8.298.332 $ | -34.579 $ | -0,4 % | 8.332.911 $ | +434.305 $ | +5,5 % | 7.898.606 $ | +1.771.510 $ | +28,9 % | 6.127.096 $ | +365.827 $ | +6,3 % |
| Keystone Wealth Services, LLC | 7.930.174 $ | -386.851 $ | -4,7 % | 8.317.025 $ | +201.382 $ | +2,5 % | 8.115.643 $ | -163.643 $ | -2,0 % | 8.279.286 $ | +51.153 $ | +0,6 % |
| CRA Financial Services, LLC | 2.099.086 $ | -235.403 $ | -10,1 % | 2.334.489 $ | -5.977.809 $ | -71,9 % | 8.312.298 $ | +1.991.507 $ | +31,5 % | 6.320.791 $ | +751.204 $ | +13,5 % |
| CARY STREET PARTNERS FINANCIAL LLC | 8.261.996 $ | +6.193.466 $ | +299,4 % | 2.068.530 $ | +226.457 $ | +12,3 % | 1.842.073 $ | +297.414 $ | +19,3 % | 1.544.659 $ | +83.475 $ | +5,7 % |
| TD Capital Management LLC | 5.832.489 $ | -1.893.593 $ | -24,5 % | 7.726.082 $ | -498.180 $ | -6,1 % | 8.224.262 $ | +132.007 $ | +1,6 % | 8.092.255 $ | +426.419 $ | +5,6 % |
| Financial Synergies Wealth Advisors, Inc. | 8.217.534 $ | +38.201 $ | +0,5 % | 8.179.333 $ | +743.271 $ | +10,0 % | 7.436.062 $ | +625.687 $ | +9,2 % | 6.810.375 $ | +1.081.468 $ | +18,9 % |
| BOS Asset Management, LLC | 8.168.210 $ | +422.264 $ | +5,5 % | 7.745.946 $ | +497.567 $ | +6,9 % | 7.248.379 $ | +583.537 $ | +8,8 % | 6.664.842 $ | +236.418 $ | +3,7 % |
| Visionary Wealth Advisors | 7.778.063 $ | -245.725 $ | -3,1 % | 8.023.788 $ | +1.950.751 $ | +32,1 % | 6.073.037 $ | +150.812 $ | +2,5 % | 5.922.225 $ | -210.721 $ | -3,4 % |
| Merkkuri Wealth Advisors LLC | 6.781.016 $ | +8.785 $ | +0,1 % | 6.772.231 $ | -974.398 $ | -12,6 % | 7.746.629 $ | -241.496 $ | -3,0 % | 7.988.125 $ | +2.471.624 $ | +44,8 % |
| Sigma Planning Corp | 7.443.017 $ | -540.719 $ | -6,8 % | 7.983.736 $ | +198.593 $ | +2,6 % | 7.785.143 $ | +130.657 $ | +1,7 % | 7.654.486 $ | +41.789 $ | +0,5 % |
| FINANCIAL MANAGEMENT NETWORK INC | 7.627.340 $ | -297.267 $ | -3,8 % | 7.924.607 $ | +671.626 $ | +9,3 % | 7.252.981 $ | +1.580.073 $ | +27,9 % | 5.672.908 $ | +939.342 $ | +19,8 % |
| SageGuard Financial Group, LLC | 7.859.095 $ | +2.396.754 $ | +43,9 % | 5.462.341 $ | +5.199.013 $ | +1.974,3 % | 263.328 $ | +26.176 $ | +11,0 % | 237.152 $ | ||
| Eaton Financial Holdings Company, LLC | 7.839.375 $ | +1.139.003 $ | +17,0 % | 6.700.372 $ | +203.267 $ | +3,1 % | 6.497.105 $ | +598.498 $ | +10,1 % | |||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 7.536.711 $ | -301.171 $ | -3,8 % | 7.837.882 $ | ||||||||
| AMERIPRISE FINANCIAL INC | 2.626.572 $ | -2.813.697 $ | -51,7 % | 5.440.269 $ | -2.366.104 $ | -30,3 % | 7.806.373 $ | +2.391.961 $ | +44,2 % | |||
| Midwest Financial Network, LLC | 7.798.476 $ | +4.741.000 $ | +155,1 % | 3.057.476 $ | +1.614.886 $ | +111,9 % | 1.442.590 $ | |||||
| Strata Wealth Advisors, LLC | 7.793.121 $ | +227.771 $ | +3,0 % | 7.565.350 $ | +1.641.608 $ | +27,7 % | 5.923.742 $ | +1.233.349 $ | +26,3 % | 4.690.393 $ | +1.206.572 $ | +34,6 % |
| UNIQUE WEALTH, LLC | 7.784.595 $ | +182.446 $ | +2,4 % | 7.602.149 $ | +1.240.176 $ | +19,5 % | 6.361.973 $ | +36.448 $ | +0,6 % | 6.325.525 $ | +318.859 $ | +5,3 % |
| TITLEIST ASSET MANAGEMENT, LLC | 7.709.744 $ | +589.349 $ | +8,3 % | 7.120.395 $ | +273.900 $ | +4,0 % | 6.846.495 $ | +279.644 $ | +4,3 % | 6.566.851 $ | +2.859.490 $ | +77,1 % |
| Parcion Private Wealth LLC | 7.699.264 $ | +2.351 $ | +0,0 % | 7.696.913 $ | +223.076 $ | +3,0 % | 7.473.837 $ | +89.272 $ | +1,2 % | 7.384.565 $ | +231.126 $ | +3,2 % |
| WealthCare Investment Partners, LLC | 6.676.657 $ | -560.374 $ | -7,7 % | 7.237.031 $ | -356.999 $ | -4,7 % | 7.594.030 $ | +7.720 $ | +0,1 % | 7.586.310 $ | +21.204 $ | +0,3 % |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7.065.383 $ | -467.880 $ | -6,2 % | 7.533.263 $ | +270.939 $ | +3,7 % | 7.262.324 $ | +201.007 $ | +2,8 % | 7.061.317 $ | +1.221.010 $ | +20,9 % |
| FIFTH THIRD BANCORP | 5.550.634 $ | -1.794.226 $ | -24,4 % | 7.344.860 $ | -153.028 $ | -2,0 % | 7.497.888 $ | +7.419.666 $ | +9.485,4 % | 78.222 $ | +28.838 $ | +58,4 % |
| Armor Investment Advisors, LLC | 7.464.795 $ | +1.544.036 $ | +26,1 % | 5.920.759 $ | +2.113.986 $ | +55,5 % | 3.806.773 $ | +2.621.289 $ | +221,1 % | 1.185.484 $ | ||
| Sentinel Advisory Group, LLC | 7.195.109 $ | -249.052 $ | -3,3 % | 7.444.161 $ | +769.745 $ | +11,5 % | 6.674.416 $ | |||||
| Kestra Investment Management, LLC | 1.418.780 $ | +236.578 $ | +20,0 % | 1.182.202 $ | -459.444 $ | -28,0 % | 1.641.646 $ | -5.758.271 $ | -77,8 % | 7.399.917 $ | +891.725 $ | +13,7 % |
| Parallel Advisors, LLC | 7.273.720 $ | +463.703 $ | +6,8 % | 6.810.017 $ | +523.260 $ | +8,3 % | 6.286.757 $ | -379.111 $ | -5,7 % | 6.665.868 $ | -686.861 $ | -9,3 % |
| Dentgroup LLC | 7.263.002 $ | -708.612 $ | -8,9 % | |||||||||
| WEALTHSPAN PARTNERS, LLC | 7.258.778 $ | +297.743 $ | +4,3 % | 6.961.035 $ | +208.736 $ | +3,1 % | 6.752.299 $ | +1.490.309 $ | +28,3 % | |||
| Keenan, LLC | 7.216.925 $ | +277.071 $ | +4,0 % | 6.939.854 $ | +838.725 $ | +13,7 % | 6.101.129 $ | +1.411.559 $ | +30,1 % | 4.689.570 $ | ||
| Davis Wealth Advisors, LLC | 7.213.497 $ | +568.384 $ | +8,6 % | 6.645.113 $ | +756.127 $ | +12,8 % | 5.888.986 $ | +784.052 $ | +15,4 % | |||
| Walker Financial Services, Inc. | 3.262.125 $ | -925.153 $ | -22,1 % | 4.187.278 $ | -1.102.295 $ | -20,8 % | 5.289.573 $ | -1.910.406 $ | -26,5 % | 7.199.979 $ | -2.644.664 $ | -26,9 % |
| Axis Wealth Partners, LLC | 7.085.708 $ | -85.999 $ | -1,2 % | 7.171.707 $ | +462.140 $ | +6,9 % | 6.709.567 $ | +344.072 $ | +5,4 % | 6.365.495 $ | +131.541 $ | +2,1 % |
| Simplicity Wealth,LLC | 7.133.840 $ | +2.838.287 $ | +66,1 % | 4.295.553 $ | +694.631 $ | +19,3 % | 3.600.922 $ | +709.469 $ | +24,5 % | 2.891.453 $ | +859.575 $ | +42,3 % |
| Advisor OS, LLC | 4.916.578 $ | -2.123.595 $ | -30,2 % | 7.040.173 $ | +3.163.272 $ | +81,6 % | 3.876.901 $ | -174.633 $ | -4,3 % | 4.051.534 $ | +699.521 $ | +20,9 % |
| IFP Advisors, Inc | 6.930.710 $ | -79.341 $ | -1,1 % | 7.010.051 $ | +284.176 $ | +4,2 % | 6.725.875 $ | +110.219 $ | +1,7 % | 6.615.656 $ | +118.339 $ | +1,8 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 4.703.354 $ | +574.082 $ | +13,9 % | 4.129.272 $ | -2.708.414 $ | -39,6 % | 6.837.686 $ | +116.300 $ | +1,7 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 4.495.841 $ | -989.785 $ | -18,0 % | 5.485.626 $ | -1.287.267 $ | -19,0 % | 6.772.893 $ | +699.109 $ | +11,5 % | |||
| Baker Avenue Asset Management, LP | 5.926.065 $ | -81.417 $ | -1,4 % | 6.007.482 $ | -299.643 $ | -4,8 % | 6.307.125 $ | -458.716 $ | -6,8 % | 6.765.841 $ | +162.661 $ | +2,5 % |
| OakTrust Wealth Advisors, LLC | 6.759.604 $ | +69.889 $ | +1,0 % | 6.689.715 $ | +769.910 $ | +13,0 % | 5.919.805 $ | +289.336 $ | +5,1 % | 5.630.469 $ | ||
| Accelerate Investment Advisors LLC | 6.475.412 $ | -62.201 $ | -1,0 % | 6.537.613 $ | +152.291 $ | +2,4 % | 6.385.322 $ | -350.255 $ | -5,2 % | 6.735.577 $ | -172.258 $ | -2,5 % |
| IFG Advisory, LLC | 6.714.862 $ | +662.868 $ | +11,0 % | 6.051.994 $ | +92.835 $ | +1,6 % | 5.959.159 $ | +392.760 $ | +7,1 % | |||
| TFB Advisors LLC | 6.286.937 $ | -302.506 $ | -4,6 % | 6.589.443 $ | +190.956 $ | +3,0 % | 6.398.487 $ | -266.536 $ | -4,0 % | 6.665.023 $ | +1.054.427 $ | +18,8 % |
| MCF Advisors LLC | 6.179.380 $ | -348.717 $ | -5,3 % | 6.528.097 $ | +340.660 $ | +5,5 % | 6.187.437 $ | -476.382 $ | -7,1 % | 6.663.819 $ | +6.648.559 $ | +43.568,5 % |
| Privatperson | 6.592.838 $ | +208.746 $ | +3,3 % | 6.384.092 $ | +59.245 $ | +0,9 % | 6.324.847 $ | |||||
| InTrack Investment Management Inc | 6.563.317 $ | +720.803 $ | +12,3 % | 5.842.514 $ | +1.057.108 $ | +22,1 % | 4.785.406 $ | +686.869 $ | +16,8 % | 4.098.537 $ | +280.824 $ | +7,4 % |
| Prosperity Consulting Group, LLC | 6.560.412 $ | +695.952 $ | +11,9 % | 5.864.460 $ | +531.954 $ | +10,0 % | 5.332.506 $ | +390.913 $ | +7,9 % | |||
| Clearwave Capital, LLC | 5.761.421 $ | -778.716 $ | -11,9 % | 6.540.137 $ | +718.786 $ | +12,3 % | 5.821.351 $ | +520.124 $ | +9,8 % | 5.301.227 $ | ||
| BridgePort Financial Solutions, LLC | 6.206.319 $ | -223.283 $ | -3,5 % | 6.429.602 $ | ||||||||
| Crumly & Associates Inc. | 298.765 $ | -6.051.762 $ | -95,3 % | 6.350.527 $ | +267.701 $ | +4,4 % | ||||||
| Spectrum Investment Advisors, Inc. | 6.210.106 $ | -126.539 $ | -2,0 % | 6.336.645 $ | +1.257.855 $ | +24,8 % | 5.078.790 $ | +292.837 $ | +6,1 % | 4.785.953 $ | +76.243 $ | +1,6 % |
| VALLEY WEALTH MANAGERS, INC. | 6.307.165 $ | +2.887.727 $ | +84,5 % | 3.419.438 $ | +107.837 $ | +3,3 % | 3.311.601 $ | +423.788 $ | +14,7 % | 2.887.813 $ | +1.725.524 $ | +148,5 % |
| NATIXIS ADVISORS, LLC | 6.290.000 $ | +1.909.000 $ | +43,6 % | 4.381.000 $ | +1.166.000 $ | +36,3 % | 3.215.000 $ | |||||
| RDA Financial Network | 5.872.639 $ | -356.753 $ | -5,7 % | 6.229.392 $ | +698.459 $ | +12,6 % | 5.530.933 $ | +428.129 $ | +8,4 % | 5.102.804 $ | +255.081 $ | +5,3 % |
| Investment Advisory Group, LLC | 6.127.440 $ | +1.109.505 $ | +22,1 % | 5.017.935 $ | +523.486 $ | +11,6 % | 4.494.449 $ | +1.217.077 $ | +37,1 % | 3.277.372 $ | -192 $ | -0,0 % |
| Boston Partners | 5.823.773 $ | -243.137 $ | -4,0 % | 6.066.910 $ | +691.406 $ | +12,9 % | 5.375.504 $ | +838.730 $ | +18,5 % | 4.536.774 $ | +2.612.276 $ | +135,7 % |
| Quad-Cities Investment Group, LLC | 5.157.071 $ | -779.145 $ | -13,1 % | 5.936.216 $ | +222.259 $ | +3,9 % | 5.713.957 $ | +118.128 $ | +2,1 % | 5.595.829 $ | +547.057 $ | +10,8 % |
| SPINNAKER TRUST | 939.460 $ | -300.993 $ | -24,3 % | 1.240.453 $ | -336.351 $ | -21,3 % | 1.576.804 $ | -4.359.015 $ | -73,4 % | 5.935.819 $ | +169.933 $ | +2,9 % |
| Intrua Financial, LLC | 5.341.985 $ | -573.021 $ | -9,7 % | 5.915.006 $ | +775.232 $ | +15,1 % | 5.139.774 $ | +1.118.084 $ | +27,8 % | 4.021.690 $ | +1.166.877 $ | +40,9 % |
| Betterment LLC | 5.872.000 $ | +718.000 $ | +13,9 % | 5.154.000 $ | -219.000 $ | -4,1 % | 5.373.000 $ | +519.000 $ | +10,7 % | |||
| SILVERLAKE WEALTH MANAGEMENT LLC | 5.848.953 $ | +156.214 $ | +2,7 % | 5.692.739 $ | +437.518 $ | +8,3 % | 5.255.221 $ | -9.056 $ | -0,2 % | 5.264.277 $ | +62.191 $ | +1,2 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.724.076 $ | -105.676 $ | -1,8 % | 5.829.752 $ | +579.631 $ | +11,0 % | 5.250.121 $ | +3.641.292 $ | +226,3 % | 1.608.829 $ | +468.842 $ | +41,1 % |
| Carnegie Investment Counsel | 3.789.841 $ | -1.963.042 $ | -34,1 % | 5.752.883 $ | +304.453 $ | +5,6 % | 5.448.430 $ | -362.840 $ | -6,2 % | 5.811.270 $ | +1.172.824 $ | +25,3 % |
| TritonPoint Partners, LLC | 3.415.557 $ | -1.680.987 $ | -33,0 % | 5.096.544 $ | -688.046 $ | -11,9 % | 5.784.590 $ | +2.091.826 $ | +56,6 % | 3.692.764 $ | ||
| PRIMORIS WEALTH ADVISORS, LLC | 5.497.004 $ | -252.886 $ | -4,4 % | 5.749.890 $ | -3.489 $ | -0,1 % | 5.753.379 $ | -31.151 $ | -0,5 % | 5.784.530 $ | +123.317 $ | +2,2 % |
| Clearview Wealth Management LLC | 3.509.556 $ | -2.086.407 $ | -37,3 % | 5.595.963 $ | -93.177 $ | -1,6 % | 5.689.140 $ | |||||
| Opal Wealth Advisors, LLC | 5.669.746 $ | +433.425 $ | +8,3 % | 5.236.321 $ | +482.234 $ | +10,1 % | 4.754.087 $ | +263.940 $ | +5,9 % | 4.490.147 $ | -18.705 $ | -0,4 % |
| Schwallier Wealth Management LLC | 2.761.189 $ | -478.452 $ | -14,8 % | 3.239.641 $ | -2.387.228 $ | -42,4 % | 5.626.869 $ | |||||
| M Holdings Securities, Inc. | 5.613.000 $ | +2.256.000 $ | +67,2 % | 3.357.000 $ | -1.632.000 $ | -32,7 % | 4.989.000 $ | |||||
| COMPOSITION WEALTH, LLC | 3.254.076 $ | -814.482 $ | -20,0 % | 4.068.558 $ | -1.501.553 $ | -27,0 % | 5.570.111 $ | +3.531.460 $ | +173,2 % | 2.038.651 $ | ||
| Onyx Bridge Wealth Group LLC | 4.575.993 $ | -365.462 $ | -7,4 % | 4.941.455 $ | -542.097 $ | -9,9 % | 5.483.552 $ | -76.279 $ | -1,4 % | 5.559.831 $ | -19.630 $ | -0,4 % |
| Chesley Taft & Associates LLC | 5.404.490 $ | -64.090 $ | -1,2 % | 5.468.580 $ | +149.744 $ | +2,8 % | 5.318.836 $ | +517.324 $ | +10,8 % | 4.801.512 $ | +288.026 $ | +6,4 % |
| COMERICA BANK | 5.467.115 $ | +738.098 $ | +15,6 % | |||||||||
| LEIGH BALDWIN & CO., LLC | 5.305.713 $ | +390.875 $ | +8,0 % | 4.914.838 $ | +806.712 $ | +19,6 % | 4.108.126 $ | +500.126 $ | +13,9 % | 3.608.000 $ | +116.127 $ | +3,3 % |
| CFO4Life Group, LLC | 4.860.523 $ | -350.125 $ | -6,7 % | 5.210.648 $ | -76.644 $ | -1,4 % | 5.287.292 $ | +87.121 $ | +1,7 % | 5.200.171 $ | -266.278 $ | -4,9 % |
| Maple Capital Management, Inc. | 4.892.034 $ | -321.757 $ | -6,2 % | 5.213.791 $ | +167.945 $ | +3,3 % | 5.045.846 $ | +147.927 $ | +3,0 % | 4.897.919 $ | +70.324 $ | +1,5 % |
| Madison Wealth Partners, Inc | 4.063.756 $ | -908.326 $ | -18,3 % | 4.972.082 $ | -37.444 $ | -0,7 % | 5.009.526 $ | -135.142 $ | -2,6 % | 5.144.668 $ | +115.530 $ | +2,3 % |
| Cadia Private Client LLC | 4.922.460 $ | -212.339 $ | -4,1 % | 5.134.799 $ | +413.634 $ | +8,8 % | 4.721.165 $ | +27.901 $ | +0,6 % | 4.693.264 $ | ||
| FIRST UNITED BANK & TRUST | 4.624.441 $ | -469.029 $ | -9,2 % | 5.093.470 $ | -32.029 $ | -0,6 % | 5.125.499 $ | +135.269 $ | +2,7 % | 4.990.230 $ | +10.043 $ | +0,2 % |
| Cornerstone Wealth, LLC/TN | 4.299.138 $ | -298.367 $ | -6,5 % | 4.597.505 $ | -494.504 $ | -9,7 % | 5.092.009 $ | |||||
| Ascentis Independent Advisors | 3.572.687 $ | +3.567.762 $ | +72.441,9 % | 4.925 $ | -5.002.974 $ | -99,9 % | 5.007.899 $ | +1.923.825 $ | +62,4 % | 3.084.074 $ | -1.363.871 $ | -30,7 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 5.007.790 $ | +226.202 $ | +4,7 % | 4.781.588 $ | +52.689 $ | +1,1 % | 4.728.899 $ | +464.536 $ | +10,9 % | 4.264.363 $ | +754.202 $ | +21,5 % |
| Allen Capital Group, LLC | 4.724.420 $ | -206.904 $ | -4,2 % | 4.931.324 $ | -72.973 $ | -1,5 % | 5.004.297 $ | -933 $ | -0,0 % | 5.005.230 $ | -305.229 $ | -5,7 % |
| Smartleaf Asset Management LLC | 4.027.159 $ | -320.337 $ | -7,4 % | 4.347.496 $ | +18.086 $ | +0,4 % | 4.329.410 $ | -668.822 $ | -13,4 % | 4.998.232 $ | +799.120 $ | +19,0 % |
| Ancora Advisors LLC | 4.783.503 $ | -209.543 $ | -4,2 % | 4.993.046 $ | +625.548 $ | +14,3 % | 4.367.498 $ | +2.951.819 $ | +208,5 % | |||
| Ipsen Advisor Group LLC | 4.767.704 $ | -156.542 $ | -3,2 % | 4.924.246 $ | +92.219 $ | +1,9 % | 4.832.027 $ | +143.564 $ | +3,1 % | 4.688.463 $ | +287.417 $ | +6,5 % |
| PKS Advisory Services, LLC | 4.836.551 $ | +0 $ | +0,0 % | 4.836.551 $ | +213.795 $ | +4,6 % | 4.622.756 $ | +183.555 $ | +4,1 % | 4.439.201 $ | +11.657 $ | +0,3 % |
| BETO FINANCIAL GROUP, LLC | 3.264.496 $ | -467.901 $ | -12,5 % | 3.732.397 $ | +317.201 $ | +9,3 % | 3.415.196 $ | -1.377.449 $ | -28,7 % | 4.792.645 $ | ||
| Rede Wealth, LLC | 4.769.540 $ | +641.141 $ | +15,5 % | 4.128.399 $ | +2.577.091 $ | +166,1 % | 1.551.308 $ | -134.401 $ | -8,0 % | 1.685.709 $ | ||
| Essex Financial Services, Inc. | 2.335.062 $ | -944.436 $ | -28,8 % | 3.279.498 $ | -1.020.331 $ | -23,7 % | 4.299.829 $ | -438.924 $ | -9,3 % | 4.738.753 $ | -23.727 $ | -0,5 % |
| Peterson Wealth Advisors, LLC | 3.118.656 $ | -408.629 $ | -11,6 % | 3.527.285 $ | -146.975 $ | -4,0 % | 3.674.260 $ | -960.369 $ | -20,7 % | 4.634.629 $ | -292.913 $ | -5,9 % |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4.632.970 $ | +3.223.235 $ | +228,6 % | 1.409.735 $ | +473.704 $ | +50,6 % | 936.031 $ | +96.261 $ | +11,5 % | 839.770 $ | -3.648 $ | -0,4 % |
| Robertson Stephens Wealth Management, LLC | 1.120.553 $ | -232.790 $ | -17,2 % | 1.353.343 $ | -161.243 $ | -10,6 % | 1.514.586 $ | -3.077.334 $ | -67,0 % | 4.591.920 $ | +453.726 $ | +11,0 % |
| FIFTH THIRD SECURITIES, INC. | 2.230.210 $ | -2.346.039 $ | -51,3 % | 4.576.249 $ | +1.348.816 $ | +41,8 % | 3.227.433 $ | +464.342 $ | +16,8 % | 2.763.091 $ | +941.420 $ | +51,7 % |
| PlanVest Financial, Inc | 4.563.789 $ | +437.020 $ | +10,6 % | 4.126.769 $ | +161.354 $ | +4,1 % | 3.965.415 $ | |||||
| CLEAR INVESTMENT RESEARCH, LLC | 4.356.686 $ | -142.126 $ | -3,2 % | 4.498.812 $ | -45.366 $ | -1,0 % | 4.544.178 $ | +76.488 $ | +1,7 % | 4.467.690 $ | +358.341 $ | +8,7 % |
| Savvy Advisors, Inc. | 4.517.267 $ | +642.260 $ | +16,6 % | 3.875.007 $ | +69.023 $ | +1,8 % | 3.805.984 $ | -714.171 $ | -15,8 % | 4.520.155 $ | +1.025.444 $ | +29,3 % |
| Family Capital Management, Inc. | 4.516.414 $ | -1.523 $ | -0,0 % | 4.517.937 $ | +84.057 $ | +1,9 % | 4.433.880 $ | +572.212 $ | +14,8 % | 3.861.668 $ | +514.309 $ | +15,4 % |
| DecisionMap Wealth Management, LLC | 4.511.427 $ | +262.388 $ | +6,2 % | 4.249.039 $ | +423.179 $ | +11,1 % | 3.825.860 $ | +726.436 $ | +23,4 % | 3.099.424 $ | +856.460 $ | +38,2 % |
| FELL CAPITAL MANAGEMENT /ADV | 4.500.689 $ | +590.551 $ | +15,1 % | 3.910.138 $ | +2.516.265 $ | +180,5 % | 1.393.873 $ | +672.887 $ | +93,3 % | 720.986 $ | ||
| Richard W. Paul & Associates, LLC | 4.426.849 $ | -65.506 $ | -1,5 % | 4.492.355 $ | +85.446 $ | +1,9 % | 4.406.909 $ | |||||
| U.S. Capital Wealth Advisors, LLC | 4.452.009 $ | +2.614.057 $ | +142,2 % | 1.837.952 $ | ||||||||
| EAGLE ROCK INVESTMENT COMPANY, LLC | 4.414.305 $ | +40.396 $ | +0,9 % | 4.373.909 $ | +825.038 $ | +23,2 % | 3.548.871 $ | +192.509 $ | +5,7 % | 3.356.362 $ | +291.112 $ | +9,5 % |
| Centurion Wealth Management LLC | 4.325.169 $ | +2.792.787 $ | +182,3 % | 1.532.382 $ | -177.845 $ | -10,4 % | 1.710.227 $ | +473.216 $ | +38,3 % | 1.237.011 $ | +107.472 $ | +9,5 % |
| Hoxton Planning & Management, LLC | 4.320.734 $ | +3.064.937 $ | +244,1 % | 1.255.797 $ | -254.407 $ | -16,8 % | 1.510.204 $ | +639.910 $ | +73,5 % | 870.294 $ | -15.526 $ | -1,8 % |
| Apex Wealth Management, LLC | 250.338 $ | -1.862.109 $ | -88,1 % | 2.112.447 $ | +109.269 $ | +5,5 % | 2.003.178 $ | -2.251.155 $ | -52,9 % | 4.254.333 $ | -253.632 $ | -5,6 % |
| KG Capital Management | 4.111.248 $ | -60.958 $ | -1,5 % | 4.172.206 $ | +767.768 $ | +22,6 % | 3.404.438 $ | +477.767 $ | +16,3 % | 2.926.671 $ | +571.390 $ | +24,3 % |
| Canvas Wealth Advisors, LLC | 2.960.538 $ | -1.183.771 $ | -28,6 % | 4.144.309 $ | +1.119.721 $ | +37,0 % | 3.024.588 $ | +508.735 $ | +20,2 % | |||
| Tower Wealth Partners, Inc. | 4.108.793 $ | +417.268 $ | +11,3 % | 3.691.525 $ | +1.281 $ | +0,0 % | 3.690.244 $ | +470.414 $ | +14,6 % | |||
| Paragon Advisors, LLC | 3.765.074 $ | +573.083 $ | +18,0 % | 3.191.991 $ | -542.654 $ | -14,5 % | 3.734.645 $ | -346.240 $ | -8,5 % | 4.080.885 $ | +141.896 $ | +3,6 % |
| RETIREMENT PLANNING GROUP, LLC / NY | 364.621 $ | -3.564.285 $ | -90,7 % | 3.928.906 $ | -57.121 $ | -1,4 % | 3.986.027 $ | -51.734 $ | -1,3 % | |||
| UPTICK PARTNERS, LLC | 2.302.704 $ | -1.680.770 $ | -42,2 % | 3.983.474 $ | +103.972 $ | +2,7 % | 3.879.502 $ | +816.102 $ | +26,6 % | 3.063.400 $ | +2.213.037 $ | +260,2 % |
| Bryant Woods Investment Advisors, LLC | 3.722.869 $ | -204.744 $ | -5,2 % | 3.927.613 $ | +225.520 $ | +6,1 % | 3.702.093 $ | +1.427.410 $ | +62,8 % | 2.274.683 $ | +368.300 $ | +19,3 % |
| Ausdal Financial Partners, Inc. | 3.889.654 $ | +23.204 $ | +0,6 % | 3.866.450 $ | +184.840 $ | +5,0 % | 3.681.610 $ | +106.426 $ | +3,0 % | |||
| Bucket List Wealth Management, LLC | 3.700.971 $ | -182.908 $ | -4,7 % | 3.883.879 $ | +690.297 $ | +21,6 % | 3.193.582 $ | |||||
| Red Mountain Financial, LLC | 3.592.566 $ | -150.437 $ | -4,0 % | 3.743.003 $ | +100.376 $ | +2,8 % | 3.642.627 $ | -211.486 $ | -5,5 % | 3.854.113 $ | -223.480 $ | -5,5 % |
| Fiduciary Alliance LLC | 3.516.696 $ | -140.154 $ | -3,8 % | 3.656.850 $ | -112.888 $ | -3,0 % | 3.769.738 $ | +218.351 $ | +6,1 % | 3.551.387 $ | +130.413 $ | +3,8 % |
| Regal Investment Advisors LLC | 3.722.687 $ | +2.975.998 $ | +398,6 % | 746.689 $ | -108.364 $ | -12,7 % | 855.053 $ | -39.761 $ | -4,4 % | 894.814 $ | ||
| HRT FINANCIAL LP | 3.707.000 $ | +3.067.000 $ | +479,2 % | 640.000 $ | +311.000 $ | +94,5 % | ||||||
| ALEXANDER LABRUNERIE & CO., INC. | 3.625.573 $ | -71.044 $ | -1,9 % | 3.696.617 $ | -73.938 $ | -2,0 % | ||||||
| Marks Group Wealth Management, Inc | 3.541.783 $ | -107.452 $ | -2,9 % | 3.649.235 $ | +3.292.379 $ | +922,6 % | 356.856 $ | |||||
| Riverbend Wealth Management, LLC | 3.631.490 $ | +1.409.210 $ | +63,4 % | 2.222.280 $ | +192.240 $ | +9,5 % | 2.030.040 $ | +45.181 $ | +2,3 % | 1.984.859 $ | -89.781 $ | -4,3 % |
| Mission Financial Group, LLC | 3.628.874 $ | +1.014.669 $ | +38,8 % | 2.614.205 $ | ||||||||
| Apollon Financial, LLC | 3.617.479 $ | +733.944 $ | +25,5 % | 2.883.535 $ | +876.157 $ | +43,6 % | 2.007.378 $ | +1.257.797 $ | +167,8 % | 749.581 $ | ||
| 21 West Wealth Management LLC | 3.563.287 $ | -5.995 $ | -0,2 % | 3.569.282 $ | +9.006 $ | +0,3 % | 3.560.276 $ | +126.705 $ | +3,7 % | 3.433.571 $ | +84.177 $ | +2,5 % |
| Horizon Investment Services, LLC | 3.176.946 $ | -228.948 $ | -6,7 % | 3.405.894 $ | -153.913 $ | -4,3 % | 3.559.807 $ | -6.457 $ | -0,2 % | 3.566.264 $ | +133.284 $ | +3,9 % |
| BENJAMIN EDWARDS INC | 2.187.559 $ | -217.215 $ | -9,0 % | 2.404.774 $ | -537.892 $ | -18,3 % | 2.942.666 $ | -581.089 $ | -16,5 % | 3.523.755 $ | +268.229 $ | +8,2 % |
| Shore Point Advisors, LLC | 1.147.919 $ | -2.373.180 $ | -67,4 % | 3.521.099 $ | +35.220 $ | +1,0 % | 3.485.879 $ | +241.113 $ | +7,4 % | 3.244.766 $ | +193.561 $ | +6,3 % |
| Gallagher Fiduciary Advisors, LLC | 3.486.803 $ | +2.754.395 $ | +376,1 % | 732.408 $ | -1.897.527 $ | -72,2 % | 2.629.935 $ | +205.713 $ | +8,5 % | |||
| Sanctuary Advisors, LLC | 2.846.279 $ | -635.771 $ | -18,3 % | 3.482.050 $ | +713.846 $ | +25,8 % | 2.768.204 $ | -466.844 $ | -14,4 % | 3.235.048 $ | -2.085.895 $ | -39,2 % |
| CAPTRUST FINANCIAL ADVISORS | 2.671.925 $ | -94.696 $ | -3,4 % | 2.766.621 $ | -91.992 $ | -3,2 % | 2.858.613 $ | -617.511 $ | -17,8 % | 3.476.124 $ | -231.263 $ | -6,2 % |
| Retirement Management Systems Inc. | 3.352.255 $ | +632.028 $ | +23,2 % | 2.720.227 $ | +68.138 $ | +2,6 % | 2.652.089 $ | -57.717 $ | -2,1 % | 2.709.806 $ | ||
| Soltis Investment Advisors LLC | 3.187.833 $ | -162.544 $ | -4,9 % | 3.350.377 $ | +2.694 $ | +0,1 % | 3.347.683 $ | +2.699.050 $ | +416,1 % | 648.633 $ | -2.577.080 $ | -79,9 % |
| Merit Financial Group, LLC | 3.348.530 $ | +1.827.731 $ | +120,2 % | 1.520.799 $ | +103.297 $ | +7,3 % | 1.417.502 $ | +849.688 $ | +149,6 % | 567.814 $ | +343.848 $ | +153,5 % |
| XY Planning Network, Inc. | 2.284.249 $ | -1.033.768 $ | -31,2 % | 3.318.017 $ | +122.344 $ | +3,8 % | 3.195.673 $ | +158.445 $ | +5,2 % | 3.037.228 $ | ||
| Sequoia Financial Advisors, LLC | 1.547.314 $ | -288.627 $ | -15,7 % | 1.835.941 $ | -866.353 $ | -32,1 % | 2.702.294 $ | -614.352 $ | -18,5 % | 3.316.646 $ | -951.729 $ | -22,3 % |
| ANCHOR CAPITAL ADVISORS LLC | 1.560.272 $ | -1.745.122 $ | -52,8 % | 3.305.394 $ | +1.963.071 $ | +146,2 % | 1.342.323 $ | +94.225 $ | +7,5 % | 1.248.098 $ | -12.821 $ | -1,0 % |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 3.146.622 $ | -146.130 $ | -4,4 % | 3.292.752 $ | +110.581 $ | +3,5 % | 3.182.171 $ | +622.874 $ | +24,3 % | 2.559.297 $ | +440.868 $ | +20,8 % |
| CROSSPOINT FINANCIAL, LLC | 3.250.372 $ | +2.343.755 $ | +258,5 % | 906.617 $ | ||||||||
| Warwick Investment Management, Inc. | 2.168.594 $ | -439.166 $ | -16,8 % | 2.607.760 $ | -162.560 $ | -5,9 % | 2.770.320 $ | -472.047 $ | -14,6 % | 3.242.367 $ | -217.032 $ | -6,3 % |
| Mainsail Financial Group, LLC | 719.496 $ | -187.629 $ | -20,7 % | 907.125 $ | -2.081.756 $ | -69,7 % | 2.988.881 $ | -243.633 $ | -7,5 % | 3.232.514 $ | -25.510 $ | -0,8 % |
| NWAM LLC | 2.488.226 $ | -727.655 $ | -22,6 % | 3.215.881 $ | +300.082 $ | +10,3 % | 2.915.799 $ | -67.317 $ | -2,3 % | 2.983.116 $ | -1.612.271 $ | -35,1 % |
| NORRIS PERNE & FRENCH LLP/MI | 3.181.670 $ | -5.302 $ | -0,2 % | 3.186.972 $ | +156.976 $ | +5,2 % | 3.029.996 $ | +255.138 $ | +9,2 % | 2.774.858 $ | -12.002 $ | -0,4 % |
| MARS JEWETT FINANCIAL GROUP, INC. | 3.184.966 $ | |||||||||||
| Capital Asset Advisory Services LLC | 3.034.739 $ | -90.872 $ | -2,9 % | 3.125.611 $ | -48.823 $ | -1,5 % | 3.174.434 $ | +221.344 $ | +7,5 % | 2.953.090 $ | +123.156 $ | +4,4 % |
| Sowell Financial Services LLC | 438.214 $ | -2.724.997 $ | -86,1 % | 3.163.211 $ | +37.775 $ | +1,2 % | 3.125.436 $ | +17.505 $ | +0,6 % | 3.107.931 $ | -1.342.742 $ | -30,2 % |
| Future Financial Wealth Managment LLC | 3.111.268 $ | +99.429 $ | +3,3 % | 3.011.839 $ | -113.542 $ | -3,6 % | 3.125.381 $ | +79.114 $ | +2,6 % | |||
| Benchmark Financial Wealth Advisors, LLC | 3.117.850 $ | +1.745.896 $ | +127,3 % | 1.371.954 $ | +473.708 $ | +52,7 % | 898.246 $ | +172.961 $ | +23,8 % | 725.285 $ | +85.995 $ | +13,5 % |
| FORONJY FINANCIAL LLC | 2.695.268 $ | -421.984 $ | -13,5 % | 3.117.252 $ | +96.949 $ | +3,2 % | 3.020.303 $ | -44.170 $ | -1,4 % | 3.064.473 $ | +72.435 $ | +2,4 % |
| Marble Wealth, LLC | 3.108.078 $ | +311.212 $ | +11,1 % | 2.796.866 $ | +720.340 $ | +34,7 % | 2.076.526 $ | |||||
| CULLEN/FROST BANKERS, INC. | 3.053.109 $ | +1.814.308 $ | +146,5 % | 1.238.801 $ | +227.309 $ | +22,5 % | 1.011.492 $ | +100.184 $ | +11,0 % | 911.308 $ | -116.664 $ | -11,3 % |
| Professional Financial Advisors, LLC | 3.026.332 $ | +279.871 $ | +10,2 % | 2.746.461 $ | +153.831 $ | +5,9 % | 2.592.630 $ | +141.417 $ | +5,8 % | 2.451.213 $ | -21.502 $ | -0,9 % |
| OLD MISSION CAPITAL LLC | 2.383.281 $ | -327.231 $ | -12,1 % | 2.710.512 $ | -281.341 $ | -9,4 % | 2.991.853 $ | +2.089.896 $ | +231,7 % | |||
| Woodside Wealth Management LLC | 2.969.427 $ | +628.330 $ | +26,8 % | 2.341.097 $ | +80.900 $ | +3,6 % | 2.260.197 $ | +193.277 $ | +9,4 % | 2.066.920 $ | +126.366 $ | +6,5 % |
| Mascagni Wealth Management, Inc. | 2.114.806 $ | -559.047 $ | -20,9 % | 2.673.853 $ | -202.841 $ | -7,1 % | 2.876.694 $ | -86.708 $ | -2,9 % | 2.963.402 $ | +9.330 $ | +0,3 % |
| COZAD ASSET MANAGEMENT INC | 2.512.181 $ | -437.298 $ | -14,8 % | 2.949.479 $ | +69.402 $ | +2,4 % | 2.880.077 $ | -39.158 $ | -1,3 % | 2.919.235 $ | -186.382 $ | -6,0 % |
| Kearns & Associates LLC | 2.945.916 $ | +1.318.056 $ | +81,0 % | 1.627.860 $ | +795.979 $ | +95,7 % | 831.881 $ | +1.550 $ | +0,2 % | 830.331 $ | -3.607 $ | -0,4 % |
| Golden State Wealth Management, LLC | 772.498 $ | -1.886.954 $ | -71,0 % | 2.659.452 $ | -20.807 $ | -0,8 % | 2.680.259 $ | -237.955 $ | -8,2 % | 2.918.214 $ | -10.940 $ | -0,4 % |
| Verity Asset Management, Inc. | 2.782.421 $ | -130.604 $ | -4,5 % | 2.913.025 $ | +370.456 $ | +14,6 % | 2.542.569 $ | |||||
| AdvisorNet Financial, Inc | 2.385.757 $ | -170.062 $ | -6,7 % | 2.555.819 $ | -344.090 $ | -11,9 % | 2.899.909 $ | +373.880 $ | +14,8 % | 2.526.029 $ | +133.601 $ | +5,6 % |
| SHP Wealth Management | 2.879.956 $ | -17.628 $ | -0,6 % | 2.897.584 $ | +566.732 $ | +24,3 % | 2.330.852 $ | |||||
| Wise Wealth Partners | 2.253.289 $ | -639.693 $ | -22,1 % | 2.892.982 $ | ||||||||
| Pathstone Holdings, LLC | 2.730.146 $ | -137.153 $ | -4,8 % | 2.867.299 $ | +649.731 $ | +29,3 % | 2.217.568 $ | -11.932 $ | -0,5 % | 2.229.500 $ | -7.810 $ | -0,3 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2.438.560 $ | -378.469 $ | -13,4 % | 2.817.029 $ | +333.193 $ | +13,4 % | 2.483.836 $ | +168.360 $ | +7,3 % | |||
| Forthright Family Wealth Advisory LLC | 2.814.567 $ | |||||||||||
| LEGACY SOLUTIONS, LLC | 2.811.204 $ | +101.608 $ | +3,7 % | 2.709.596 $ | +194.768 $ | +7,7 % | 2.514.828 $ | +130.153 $ | +5,5 % | 2.384.675 $ | +14.505 $ | +0,6 % |
| Powell Investment Advisors, LLC | 2.344.420 $ | -128.987 $ | -5,2 % | 2.473.407 $ | -154.062 $ | -5,9 % | 2.627.469 $ | -149.237 $ | -5,4 % | 2.776.706 $ | -5.218 $ | -0,2 % |
| Noble Wealth Management PBC | 2.557.792 $ | -142.040 $ | -5,3 % | 2.699.832 $ | +242.678 $ | +9,9 % | 2.457.154 $ | -215.007 $ | -8,0 % | 2.672.161 $ | -146.944 $ | -5,2 % |
| Galvin, Gaustad & Stein, LLC | 2.094.761 $ | -541.748 $ | -20,5 % | 2.636.509 $ | +448.183 $ | +20,5 % | 2.188.326 $ | +36.313 $ | +1,7 % | 2.152.013 $ | -24.562 $ | -1,1 % |
| SAGE PRIVATE WEALTH GROUP, LLC | 2.614.207 $ | |||||||||||
| Cerity Partners LLC | 2.366.241 $ | +241.147 $ | +11,3 % | 2.125.094 $ | +131.892 $ | +6,6 % | 1.993.202 $ | -612.296 $ | -23,5 % | 2.605.498 $ | +669.395 $ | +34,6 % |
| Ascent Group, LLC | 2.388.039 $ | -216.238 $ | -8,3 % | 2.604.277 $ | +805.617 $ | +44,8 % | 1.798.660 $ | +232.563 $ | +14,8 % | 1.566.097 $ | +28.987 $ | +1,9 % |
| Indivisible Partners | 2.589.008 $ | +773.709 $ | +42,6 % | 1.815.299 $ | ||||||||
| Worth Asset Management, LLC | 2.519.099 $ | +855.252 $ | +51,4 % | 1.663.847 $ | +284.389 $ | +20,6 % | 1.379.458 $ | |||||
| Sugar Maple Asset Management, LLC | 2.388.861 $ | -120.822 $ | -4,8 % | 2.509.683 $ | -7.172 $ | -0,3 % | 2.516.855 $ | +168.815 $ | +7,2 % | 2.348.040 $ | ||
| GERBER, LLC | 2.515.070 $ | +574.874 $ | +29,6 % | 1.940.196 $ | -10.959 $ | -0,6 % | 1.951.155 $ | +472.125 $ | +31,9 % | 1.479.030 $ | +317.120 $ | +27,3 % |
| Transcendent Capital Group LLC | 2.374.821 $ | -69.297 $ | -2,8 % | 2.444.118 $ | -39.748 $ | -1,6 % | 2.483.866 $ | +39.531 $ | +1,6 % | 2.444.335 $ | +156.269 $ | +6,8 % |
| FORTRESS FINANCIAL GROUP, LLC | 587.481 $ | -105.664 $ | -15,2 % | 693.145 $ | -1.788.248 $ | -72,1 % | 2.481.393 $ | +225.803 $ | +10,0 % | 2.255.590 $ | +119.141 $ | +5,6 % |
| BRIGHT FINANCIAL ADVISORS, INC. | 2.467.542 $ | +878.986 $ | +55,3 % | 1.588.556 $ | -416.489 $ | -20,8 % | 2.005.045 $ | +276.842 $ | +16,0 % | 1.728.203 $ | +268.036 $ | +18,4 % |
| StoneX Group Inc. | 2.031.787 $ | -81.749 $ | -3,9 % | 2.113.536 $ | -350.392 $ | -14,2 % | 2.463.928 $ | +81.268 $ | +3,4 % | 2.382.660 $ | +9.839 $ | +0,4 % |
| Rinkey Investments | 2.458.733 $ | +363.236 $ | +17,3 % | 2.095.497 $ | -9.729 $ | -0,5 % | 2.105.226 $ | +758.510 $ | +56,3 % | 1.346.716 $ | -477.591 $ | -26,2 % |
| WCG Wealth Advisors LLC | 2.456.550 $ | +287.475 $ | +13,3 % | 2.169.075 $ | +87.891 $ | +4,2 % | 2.081.184 $ | +381.263 $ | +22,4 % | |||
| United Advisor Group, LLC | 2.414.455 $ | +457.903 $ | +23,4 % | 1.956.552 $ | +425.627 $ | +27,8 % | 1.530.925 $ | +78.087 $ | +5,4 % | 1.452.838 $ | +184.105 $ | +14,5 % |
| BROWN ADVISORY INC | 2.381.834 $ | -6.792 $ | -0,3 % | 2.388.626 $ | -21.974 $ | -0,9 % | 2.410.600 $ | -10.457 $ | -0,4 % | |||
| Providence First Trust Co | 2.370.141 $ | |||||||||||
| Kuhn & Co Investment Counsel | 2.321.184 $ | +4.651 $ | +0,2 % | 2.316.533 $ | -51.009 $ | -2,2 % | 2.367.542 $ | +313.099 $ | +15,2 % | 2.054.443 $ | +88.318 $ | +4,5 % |
| Eley Financial Management, Inc | 2.338.590 $ | +28.471 $ | +1,2 % | 2.310.119 $ | +217.803 $ | +10,4 % | 2.092.316 $ | +5.461 $ | +0,3 % | 2.086.855 $ | +7.627 $ | +0,4 % |
| Bond & Devick Financial Network, Inc. | 2.317.503 $ | +66.749 $ | +3,0 % | 2.250.754 $ | +28.604 $ | +1,3 % | 2.222.150 $ | +577.831 $ | +35,1 % | 1.644.319 $ | -5.127.226 $ | -75,7 % |
| Next Level Wealth Planning, LLC | 2.254.184 $ | +307.344 $ | +15,8 % | 1.946.840 $ | +156.666 $ | +8,8 % | 1.790.174 $ | +458.407 $ | +34,4 % | 1.331.767 $ | +147.288 $ | +12,4 % |
| Fullerton Advisors, LLC | 1.780.098 $ | -229.192 $ | -11,4 % | 2.009.290 $ | -1.776 $ | -0,1 % | 2.011.066 $ | -238.580 $ | -10,6 % | 2.249.646 $ | ||
| Qube Research & Technologies Ltd | 997.286 $ | -1.195.741 $ | -54,5 % | 2.193.027 $ | +1.265.162 $ | +136,4 % | 927.865 $ | -51.037 $ | -5,2 % | 978.902 $ | +542.258 $ | +124,2 % |
| Interchange Capital Partners, LLC | 2.117.115 $ | -69.133 $ | -3,2 % | 2.186.248 $ | +362.804 $ | +19,9 % | 1.823.444 $ | -334.543 $ | -15,5 % | 2.157.987 $ | +279.581 $ | +14,9 % |
| Bangor Savings Bank | 2.080.089 $ | -105.205 $ | -4,8 % | 2.185.294 $ | +168.981 $ | +8,4 % | 2.016.313 $ | -18.563 $ | -0,9 % | 2.034.876 $ | -8.840 $ | -0,4 % |
| DEFINED WEALTH MANAGEMENT, LLC | 2.057.629 $ | -94.897 $ | -4,4 % | 2.152.526 $ | +992.130 $ | +85,5 % | 1.160.396 $ | +17.749 $ | +1,6 % | 1.142.647 $ | -2.217 $ | -0,2 % |
| LaSalle St. Investment Advisors, LLC | 2.140.884 $ | +1.121.311 $ | +110,0 % | 1.019.573 $ | +301.573 $ | +42,0 % | 718.000 $ | +242.000 $ | +50,8 % | |||
| Berger Financial Group, Inc | 1.975.651 $ | -144.583 $ | -6,8 % | 2.120.234 $ | +5.988 $ | +0,3 % | 2.114.246 $ | +509.840 $ | +31,8 % | 1.604.406 $ | +16.574 $ | +1,0 % |
| SMITH, MOORE & CO. | 2.115.558 $ | +88.872 $ | +4,4 % | 2.026.686 $ | +222.520 $ | +12,3 % | 1.804.166 $ | +91.572 $ | +5,3 % | |||
| RMR Wealth Builders | 317.694 $ | -1.746.440 $ | -84,6 % | 2.064.134 $ | ||||||||
| Connecticut Wealth Management, LLC | 1.392.728 $ | -82.884 $ | -5,6 % | 1.475.612 $ | -437.308 $ | -22,9 % | 1.912.920 $ | -100.874 $ | -5,0 % | 2.013.794 $ | +484.988 $ | +31,7 % |
| Lido Advisors, LLC | 1.801.550 $ | -208.369 $ | -10,4 % | 2.009.919 $ | +14.076 $ | +0,7 % | 1.995.843 $ | |||||
| National Wealth Management Group, LLC | 1.410.021 $ | -548.846 $ | -28,0 % | 1.958.867 $ | +311.560 $ | +18,9 % | 1.647.307 $ | +496.478 $ | +43,1 % | 1.150.829 $ | ||
| Plan A Wealth LLC | 1.932.966 $ | +777.929 $ | +67,4 % | 1.155.037 $ | +401.942 $ | +53,4 % | 753.095 $ | -6.565 $ | -0,9 % | 759.660 $ | +322.784 $ | +73,9 % |
| First Bank & Trust | 1.836.093 $ | -92.501 $ | -4,8 % | 1.928.594 $ | +399.138 $ | +26,1 % | 1.529.456 $ | +676.151 $ | +79,2 % | 853.305 $ | +361.219 $ | +73,4 % |
| Avidian Wealth Enterprises, LLC | 1.457.063 $ | -411.431 $ | -22,0 % | 1.868.494 $ | +46.364 $ | +2,5 % | 1.822.130 $ | +304.099 $ | +20,0 % | 1.518.031 $ | +128.298 $ | +9,2 % |
| Slagle Financial, LLC | 1.861.552 $ | +82.921 $ | +4,7 % | 1.778.631 $ | -14.998 $ | -0,8 % | 1.793.629 $ | +1.300 $ | +0,1 % | 1.792.329 $ | -80.420 $ | -4,3 % |
| IRON Financial LLC | 1.695.351 $ | -88.924 $ | -5,0 % | 1.784.275 $ | -16.134 $ | -0,9 % | 1.800.409 $ | -53.884 $ | -2,9 % | 1.854.293 $ | -173.180 $ | -8,5 % |
| MFG Investments, LLC | 1.853.461 $ | |||||||||||
| McAdam, LLC | 1.748.313 $ | +809.354 $ | +86,2 % | 938.959 $ | -777.630 $ | -45,3 % | 1.716.589 $ | -106.365 $ | -5,8 % | 1.822.954 $ | -23.502 $ | -1,3 % |
| FIDUCIARY FINANCIAL ADVISORS | 1.750.505 $ | |||||||||||
| QUADRANT CAPITAL GROUP LLC | 1.375.580 $ | -62.268 $ | -4,3 % | 1.437.848 $ | -270.621 $ | -15,8 % | 1.708.469 $ | -41.512 $ | -2,4 % | 1.749.981 $ | -7.602 $ | -0,4 % |
| Privatperson | 1.687.633 $ | -1.497 $ | -0,1 % | 1.689.130 $ | -39.728 $ | -2,3 % | 1.728.858 $ | -77.729 $ | -4,3 % | |||
| Gaddis Premier Wealth Advisors LLC | 670.883 $ | -365.077 $ | -35,2 % | 1.035.960 $ | -663.205 $ | -39,0 % | 1.699.165 $ | -15.851 $ | -0,9 % | 1.715.016 $ | ||
| Ballast Financial Advisors LLC | 1.693.899 $ | +83.906 $ | +5,2 % | 1.609.993 $ | +24.971 $ | +1,6 % | 1.585.022 $ | +145.618 $ | +10,1 % | 1.439.404 $ | ||
| Magnus Financial Group LLC | 1.675.496 $ | |||||||||||
| Meadowbrook Advisors Group, LLC | 1.672.203 $ | +708.179 $ | +73,5 % | 964.024 $ | ||||||||
| Abbot Financial Management, Inc. | 1.506.857 $ | -143.825 $ | -8,7 % | 1.650.682 $ | -3.458 $ | -0,2 % | 1.654.140 $ | +308.405 $ | +22,9 % | 1.345.735 $ | +249.144 $ | +22,7 % |
| ZACKS INVESTMENT MANAGEMENT | 934.046 $ | -597.192 $ | -39,0 % | 1.531.238 $ | -121.366 $ | -7,3 % | 1.652.604 $ | -406.459 $ | -19,7 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 1.304.439 $ | -30.929 $ | -2,3 % | 1.335.368 $ | -213.440 $ | -13,8 % | 1.548.808 $ | -81.403 $ | -5,0 % | 1.630.211 $ | +144.982 $ | +9,8 % |
| Lakeshore Capital Group, Inc. | 1.623.512 $ | +203.792 $ | +14,4 % | 1.419.720 $ | +392.877 $ | +38,3 % | 1.026.843 $ | +519.039 $ | +102,2 % | 507.804 $ | -993.163 $ | -66,2 % |
| John W. Brooker & Co., CPAs | 514.962 $ | -562.548 $ | -52,2 % | 1.077.510 $ | -452.723 $ | -29,6 % | 1.530.233 $ | -84.878 $ | -5,3 % | 1.615.111 $ | -210.961 $ | -11,6 % |
| RETIREMENT INCOME SOLUTIONS, INC | 1.052.277 $ | -542.404 $ | -34,0 % | 1.594.681 $ | +1.105.498 $ | +226,0 % | 489.183 $ | |||||
| WealthBridge Capital Management, LLC | 1.405.084 $ | -48.930 $ | -3,4 % | 1.454.014 $ | -132.506 $ | -8,4 % | 1.586.520 $ | +158.372 $ | +11,1 % | 1.428.148 $ | +95.113 $ | +7,1 % |
| JFS WEALTH ADVISORS, LLC | 1.485.342 $ | -72.198 $ | -4,6 % | 1.557.540 $ | -1.530 $ | -0,1 % | 1.559.070 $ | -11.204 $ | -0,7 % | 1.570.274 $ | -5.741 $ | -0,4 % |
| Capital Asset Managemnet, LLC | 1.466.355 $ | -74.164 $ | -4,8 % | 1.540.519 $ | -4.402 $ | -0,3 % | 1.544.921 $ | -14.224 $ | -0,9 % | 1.559.145 $ | ||
| MOSAIC FINANCIAL GROUP, LLC | 1.481.000 $ | -66.000 $ | -4,3 % | 1.547.000 $ | +4.000 $ | +0,3 % | 1.543.000 $ | +50.000 $ | +3,3 % | 1.493.000 $ | +1.000 $ | +0,1 % |
| Financial Freedom, LLC | 1.353.486 $ | -149.982 $ | -10,0 % | 1.503.468 $ | -31.796 $ | -2,1 % | 1.535.264 $ | +247.843 $ | +19,3 % | 1.287.421 $ | +801.813 $ | +165,1 % |
| Fairvoy Private Wealth, LLC | 1.501.973 $ | +241.964 $ | +19,2 % | 1.260.009 $ | +159.107 $ | +14,5 % | 1.100.902 $ | -17.364 $ | -1,6 % | 1.118.266 $ | +95.021 $ | +9,3 % |
| Bill Few Associates, Inc. | 1.262.018 $ | -165.198 $ | -11,6 % | 1.427.216 $ | +31.437 $ | +2,3 % | 1.395.779 $ | -87.478 $ | -5,9 % | 1.483.257 $ | +177.874 $ | +13,6 % |
| Hartmann Taylor Wealth Management, LLC | 1.468.346 $ | -80 $ | -0,0 % | 1.468.426 $ | +0 $ | +0,0 % | 1.468.426 $ | -10.382 $ | -0,7 % | 1.478.808 $ | -3.694 $ | -0,2 % |
| US BANCORP \DE\ | 1.468.260 $ | -7.118 $ | -0,5 % | 1.475.378 $ | +1.329.211 $ | +909,4 % | 146.167 $ | +126.278 $ | +634,9 % | 19.889 $ | ||
| Compound Planning, Inc. | 1.474.109 $ | +74.794 $ | +5,3 % | |||||||||
| KEYVANTAGE WEALTH, LLC | 227.195 $ | -11.809 $ | -4,9 % | 239.004 $ | -983.840 $ | -80,5 % | 1.222.844 $ | -241.550 $ | -16,5 % | 1.464.394 $ | -42.336 $ | -2,8 % |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 1.460.909 $ | +81.842 $ | +5,9 % | 1.379.067 $ | +294.457 $ | +27,1 % | 1.084.610 $ | +44.118 $ | +4,2 % | 1.040.492 $ | +339.922 $ | +48,5 % |
| CoreCap Advisors, LLC | 1.456.569 $ | +328.644 $ | +29,1 % | 1.127.925 $ | +105.900 $ | +10,4 % | 1.022.025 $ | +197.725 $ | +24,0 % | 824.300 $ | +147.023 $ | +21,7 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.319.112 $ | -128.557 $ | -8,9 % | 1.447.669 $ | -223.950 $ | -13,4 % | ||||||
| Traveka Wealth, LLC | 1.425.912 $ | +332.878 $ | +30,5 % | 1.093.034 $ | +94.367 $ | +9,4 % | 998.667 $ | -445.562 $ | -30,9 % | 1.444.229 $ | +776.385 $ | +116,3 % |
| VestGen Advisors, LLC | 1.416.040 $ | -928 $ | -0,1 % | 1.416.968 $ | +150.106 $ | +11,8 % | 1.266.862 $ | +183.047 $ | +16,9 % | 1.083.815 $ | -2.432.552 $ | -69,2 % |
| HB Wealth Management, LLC | 1.403.093 $ | +430.380 $ | +44,2 % | 972.713 $ | +547.535 $ | +128,8 % | 425.178 $ | -25.692 $ | -5,7 % | 450.870 $ | +32.953 $ | +7,9 % |
| Latitude Advisors, LLC | 1.402.528 $ | +70.017 $ | +5,3 % | 1.332.511 $ | +45.062 $ | +3,5 % | 1.287.449 $ | -36.204 $ | -2,7 % | 1.323.653 $ | +46.285 $ | +3,6 % |
| BANK OF MONTREAL /CAN/ | 1.249.965 $ | -47.046 $ | -3,6 % | 1.297.011 $ | -104.825 $ | -7,5 % | 1.401.836 $ | +323.918 $ | +30,1 % | 1.077.918 $ | +168.944 $ | +18,6 % |
| Core Wealth Advisors, Inc. | 1.398.828 $ | +195.387 $ | +16,2 % | 1.203.441 $ | +300.097 $ | +33,2 % | 903.344 $ | +320.730 $ | +55,1 % | |||
| Wealth Watch Advisors, INC | 1.375.618 $ | +20.020 $ | +1,5 % | 1.355.598 $ | +196.817 $ | +17,0 % | 1.158.781 $ | +233.102 $ | +25,2 % | |||
| Allegheny Financial Group | 346.055 $ | -173.119 $ | -33,3 % | 519.174 $ | -308.901 $ | -37,3 % | 828.075 $ | -544.309 $ | -39,7 % | 1.372.384 $ | -1.568.960 $ | -53,3 % |
| LWM Advisory Services, LLC | 1.366.002 $ | |||||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 1.275.804 $ | -78.068 $ | -5,8 % | 1.353.872 $ | +110.333 $ | +8,9 % | 1.243.539 $ | -16.720 $ | -1,3 % | 1.260.259 $ | +997 $ | +0,1 % |
| Steward Partners Investment Advisory, LLC | 1.346.443 $ | +38.061 $ | +2,9 % | 1.308.382 $ | +136.480 $ | +11,6 % | 1.171.902 $ | +224.121 $ | +23,6 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 1.266.129 $ | +39.127 $ | +3,2 % | 1.227.002 $ | -96.607 $ | -7,3 % | 1.323.609 $ | +164.261 $ | +14,2 % | 1.159.348 $ | -77.744 $ | -6,3 % |
| Waterfront Wealth Inc. | 1.304.679 $ | -7.408 $ | -0,6 % | 1.312.087 $ | +87.950 $ | +7,2 % | 1.224.137 $ | +7.602 $ | +0,6 % | 1.216.535 $ | +28.092 $ | +2,4 % |
| Trust Investment Advisors | 1.231.588 $ | -63.063 $ | -4,9 % | 1.294.651 $ | -4.646 $ | -0,4 % | 1.299.297 $ | -11.894 $ | -0,9 % | 1.311.191 $ | +465.386 $ | +55,0 % |
| MONEY CONCEPTS CAPITAL CORP | 1.297.883 $ | +279.661 $ | +27,5 % | 1.018.222 $ | +202.475 $ | +24,8 % | 815.747 $ | +180.625 $ | +28,4 % | 635.122 $ | +397.680 $ | +167,5 % |
| BOYUM WEALTH ARCHITECTS LLC | 399.691 $ | -893.146 $ | -69,1 % | 1.292.837 $ | +894.065 $ | +224,2 % | 398.772 $ | |||||
| Beacon Pointe Advisors, LLC | 1.284.734 $ | +408.034 $ | +46,5 % | 876.700 $ | +292.793 $ | +50,1 % | 583.907 $ | +58.333 $ | +11,1 % | |||
| Box Hill Private Wealth LLC | 1.148.164 $ | -100.484 $ | -8,0 % | 1.248.648 $ | +222.416 $ | +21,7 % | 1.026.232 $ | |||||
| BIP Wealth, LLC | 525.835 $ | +57.350 $ | +12,2 % | 468.485 $ | -228.267 $ | -32,8 % | 696.752 $ | -550.715 $ | -44,1 % | 1.247.467 $ | +945.520 $ | +313,1 % |
| STEEL GROVE CAPITAL ADVISORS, LLC | 1.168.580 $ | -59.104 $ | -4,8 % | 1.227.684 $ | -3.509 $ | -0,3 % | 1.231.193 $ | -11.335 $ | -0,9 % | 1.242.528 $ | ||
| ORG Partners LLC | 1.236.583 $ | +125.764 $ | +11,3 % | |||||||||
| NWF Advisory Services Inc. | 1.230.891 $ | +32.592 $ | +2,7 % | 1.198.299 $ | +72.760 $ | +6,5 % | 1.125.539 $ | +281.902 $ | +33,4 % | 843.637 $ | +440.008 $ | +109,0 % |
| ASSETMARK, INC | 952.687 $ | -274.269 $ | -22,4 % | 1.226.956 $ | +25.645 $ | +2,1 % | 1.201.311 $ | +10.717 $ | +0,9 % | 1.190.594 $ | +62.662 $ | +5,6 % |
| TWO SIGMA SECURITIES, LLC | 996.523 $ | -228.545 $ | -18,7 % | 1.225.068 $ | +171.397 $ | +16,3 % | ||||||
| Pasadena Private Wealth, LLC | 229.231 $ | -154.268 $ | -40,2 % | 383.499 $ | -838.913 $ | -68,6 % | 1.222.412 $ | +853.207 $ | +231,1 % | 369.205 $ | -499.219 $ | -57,5 % |
| BFSG, LLC | 997.416 $ | -81.880 $ | -7,6 % | 1.079.296 $ | -129.680 $ | -10,7 % | 1.208.976 $ | +116.354 $ | +10,6 % | 1.092.622 $ | +822.672 $ | +304,7 % |
| Kovack Advisors, Inc. | 1.007.277 $ | -198.381 $ | -16,5 % | 1.205.658 $ | +383.678 $ | +46,7 % | 821.980 $ | +36.922 $ | +4,7 % | 785.058 $ | +392.168 $ | +99,8 % |
| Indie Asset Partners, LLC | 1.159.141 $ | -24.736 $ | -2,1 % | 1.183.877 $ | +4.235 $ | +0,4 % | 1.179.642 $ | +222.655 $ | +23,3 % | 956.987 $ | +196.570 $ | +25,9 % |
| GOLDMAN SACHS GROUP INC | 329.962 $ | -847.712 $ | -72,0 % | 1.177.674 $ | +416.403 $ | +54,7 % | 761.271 $ | +187.941 $ | +32,8 % | |||
| Elevation Wealth Management LLC | 1.173.515 $ | +245.567 $ | +26,5 % | 927.948 $ | +27.442 $ | +3,0 % | 900.506 $ | +119.682 $ | +15,3 % | 780.824 $ | ||
| GWN SECURITIES INC. | 744.934 $ | -45.087 $ | -5,7 % | 790.021 $ | -1.139 $ | -0,1 % | 791.160 $ | -378.914 $ | -32,4 % | 1.170.074 $ | +152.658 $ | +15,0 % |
| Aurdan Capital Management, LLC | 1.164.793 $ | +929.785 $ | +395,6 % | 235.008 $ | ||||||||
| Asempa Wealth Advisors | 1.106.543 $ | -48.865 $ | -4,2 % | 1.155.408 $ | -259 $ | -0,0 % | 1.155.667 $ | -8.859 $ | -0,8 % | 1.164.526 $ | ||
| Modera Wealth Management, LLC | 1.164.312 $ | -5.058 $ | -0,4 % | |||||||||
| Curtis Advisory Group, LLC | 1.109.909 $ | -30.753 $ | -2,7 % | 1.140.662 $ | -15.486 $ | -1,3 % | 1.156.148 $ | -4.981 $ | -0,4 % | 1.161.129 $ | +57.010 $ | +5,2 % |
| Independent Advisor Alliance | 1.159.006 $ | |||||||||||
| Forum Private Client Group LLC | 1.057.774 $ | -89.961 $ | -7,8 % | 1.147.735 $ | +90.459 $ | +8,6 % | 1.057.276 $ | +178.973 $ | +20,4 % | |||
| Daybright Advisory Services, Inc. | 547.445 $ | -347.288 $ | -38,8 % | 894.733 $ | -247.572 $ | -21,7 % | 1.142.305 $ | +3.224 $ | +0,3 % | 1.139.081 $ | ||
| ARWA LLC | 1.139.059 $ | +919.408 $ | +418,6 % | 219.651 $ | ||||||||
| MMA ASSET MANAGEMENT LLC | 1.126.536 $ | -11.186 $ | -1,0 % | 1.137.722 $ | +187.003 $ | +19,7 % | 950.719 $ | +109.718 $ | +13,0 % | 841.001 $ | -175.810 $ | -17,3 % |
| Insight Wealth Strategies, LLC | 1.035.743 $ | -71.033 $ | -6,4 % | 1.106.776 $ | +36.620 $ | +3,4 % | 1.070.156 $ | +84.736 $ | +8,6 % | 985.420 $ | +174.613 $ | +21,5 % |
| AQR CAPITAL MANAGEMENT LLC | 1.091.972 $ | +171.817 $ | +18,7 % | 920.155 $ | +369.332 $ | +67,1 % | 550.823 $ | +225.247 $ | +69,2 % | |||
| IBEX WEALTH ADVISORS | 1.029.152 $ | -56.058 $ | -5,2 % | 1.085.210 $ | +1.894 $ | +0,2 % | 1.083.316 $ | -8.356 $ | -0,8 % | 1.091.672 $ | -57.389 $ | -5,0 % |
| Csenge Advisory Group | 837.985 $ | -150.467 $ | -15,2 % | 988.452 $ | -81.528 $ | -7,6 % | 1.069.980 $ | +511.427 $ | +91,6 % | 558.553 $ | ||
| Valley Financial Group, Inc. | 1.045.861 $ | -11.656 $ | -1,1 % | 1.057.517 $ | +45.604 $ | +4,5 % | 1.011.913 $ | -333.995 $ | -24,8 % | |||
| PFG Investments, LLC | 1.055.181 $ | +36.248 $ | +3,6 % | 1.018.933 $ | +440.560 $ | +76,2 % | 578.373 $ | +60.373 $ | +11,7 % | 518.000 $ | -16.581 $ | -3,1 % |
| Post Resch Tallon Group Inc. | 975.203 $ | -49.323 $ | -4,8 % | 1.024.526 $ | -14.447 $ | -1,4 % | 1.038.973 $ | +2.797 $ | +0,3 % | 1.036.176 $ | -9.588 $ | -0,9 % |
| CGN Advisors LLC | 871.463 $ | +20.044 $ | +2,4 % | 851.419 $ | +13.169 $ | +1,6 % | 838.250 $ | -188.332 $ | -18,3 % | 1.026.582 $ | +32.486 $ | +3,3 % |
| CreativeOne Wealth, LLC | 587.147 $ | -114.748 $ | -16,3 % | 701.895 $ | -223.212 $ | -24,1 % | 925.107 $ | -95.557 $ | -9,4 % | 1.020.664 $ | +312.543 $ | +44,1 % |
| Veracity Capital LLC | 1.019.521 $ | |||||||||||
| Cedar Point Capital Partners, LLC | 975.921 $ | -35.151 $ | -3,5 % | 1.011.072 $ | +49.216 $ | +5,1 % | 961.856 $ | +26.620 $ | +2,8 % | 935.236 $ | -36.044 $ | -3,7 % |
| Founders Financial Alliance, LLC | 995.386 $ | |||||||||||
| Gateway Wealth Partners, LLC | 984.528 $ | +494.263 $ | +100,8 % | 490.265 $ | -95.196 $ | -16,3 % | ||||||
| FLOW TRADERS U.S. LLC | 981.000 $ | -3.116.000 $ | -76,1 % | |||||||||
| Cosner Financial Group, LLC | 895.526 $ | -11.197 $ | -1,2 % | 906.723 $ | -21.014 $ | -2,3 % | 927.737 $ | -52.028 $ | -5,3 % | 979.765 $ | +551.762 $ | +128,9 % |
| Register Financial Advisors LLC | 721.616 $ | -258.067 $ | -26,3 % | 979.683 $ | +53.880 $ | +5,8 % | 925.803 $ | -21.223 $ | -2,2 % | 947.026 $ | -24.335 $ | -2,5 % |
| RCW Management, LLC | 978.147 $ | +124.118 $ | +14,5 % | 854.029 $ | -3.946 $ | -0,5 % | 857.975 $ | +42.008 $ | +5,1 % | 815.967 $ | ||
| NCM Capital Management, LLC | 629.648 $ | -334.826 $ | -34,7 % | 964.474 $ | +27.953 $ | +3,0 % | 936.521 $ | +556 $ | +0,1 % | |||
| Chris Bulman Inc | 711.365 $ | -28.890 $ | -3,9 % | 740.255 $ | -91.807 $ | -11,0 % | 832.062 $ | -128.067 $ | -13,3 % | 960.129 $ | +115.043 $ | +13,6 % |
| COMMONS CAPITAL, LLC | 599.371 $ | -355.329 $ | -37,2 % | 954.700 $ | +109.541 $ | +13,0 % | ||||||
| Traynor Capital Management, Inc. | 941.286 $ | +207.589 $ | +28,3 % | 733.697 $ | +43.159 $ | +6,3 % | 690.538 $ | -256.730 $ | -27,1 % | 947.268 $ | +453.601 $ | +91,9 % |
| King Wealth Management Group | 718.000 $ | -87.000 $ | -10,8 % | 805.000 $ | -78.000 $ | -8,8 % | 883.000 $ | -62.000 $ | -6,6 % | 945.000 $ | -22.000 $ | -2,3 % |
| IFS Advisors, LLC | 938.336 $ | |||||||||||
| PARTNERS WEALTH MANAGEMENT, LLC | 932.241 $ | |||||||||||
| Hilltop Holdings Inc. | 924.824 $ | -77.213 $ | -7,7 % | |||||||||
| Barnes Wealth Management Group, Inc | 919.865 $ | +72.113 $ | +8,5 % | 847.752 $ | +59.393 $ | +7,5 % | 788.359 $ | +15.578 $ | +2,0 % | 772.781 $ | +21.149 $ | +2,8 % |
| FIDUCIARY TRUST CO | 919.353 $ | +493.718 $ | +116,0 % | 425.635 $ | -3.918 $ | -0,9 % | 429.553 $ | -1.866 $ | -0,4 % | |||
| High Falls Advisors, Inc | 881.134 $ | +41.249 $ | +4,9 % | |||||||||
| WORLD EQUITY GROUP, INC. | 246.076 $ | -619.922 $ | -71,6 % | 865.998 $ | +70.654 $ | +8,9 % | 795.344 $ | +63.722 $ | +8,7 % | 731.622 $ | -3.134 $ | -0,4 % |
| Camelot Portfolios, LLC | 842.191 $ | -12.677 $ | -1,5 % | 854.868 $ | -5.025 $ | -0,6 % | 859.893 $ | -3.236 $ | -0,4 % | 863.129 $ | -17.927 $ | -2,0 % |
| Patriot Financial Group Insurance Agency, LLC | 500.414 $ | +36.599 $ | +7,9 % | 463.815 $ | -390.653 $ | -45,7 % | 854.468 $ | +419.482 $ | +96,4 % | 434.986 $ | ||
| Insight Advisors, LLC/ PA | 772.169 $ | -55.203 $ | -6,7 % | 827.372 $ | +6.759 $ | +0,8 % | 820.613 $ | +5.844 $ | +0,7 % | 814.769 $ | -259 $ | -0,0 % |
| Modus Advisors, LLC | 822.960 $ | |||||||||||
| Geneos Wealth Management Inc. | 820.431 $ | +619.347 $ | +308,0 % | 201.084 $ | +99.845 $ | +98,6 % | 101.239 $ | -872 $ | -0,9 % | 102.111 $ | -392 $ | -0,4 % |
| Brookwood Investment Group LLC | 814.317 $ | +58.847 $ | +7,8 % | 755.470 $ | -590.391 $ | -43,9 % | ||||||
| Advisors Asset Management, Inc. | 813.333 $ | +89.178 $ | +12,3 % | 724.155 $ | +182.600 $ | +33,7 % | 541.555 $ | +220.380 $ | +68,6 % | 321.175 $ | +167.843 $ | +109,5 % |
| FSM Wealth Advisors, LLC | 806.026 $ | |||||||||||
| Clearstead Trust, LLC | 793.993 $ | +42.270 $ | +5,6 % | 751.723 $ | -2.148 $ | -0,3 % | 753.871 $ | -6.941 $ | -0,9 % | 760.812 $ | +180.777 $ | +31,2 % |
| MidAtlantic Capital Management, Inc. | 627.186 $ | -45.457 $ | -6,8 % | 672.643 $ | -13.210 $ | -1,9 % | 685.853 $ | -106.051 $ | -13,4 % | 791.904 $ | +61.825 $ | +8,5 % |
| Trademark Financial Management, LLC | 668.037 $ | -115.445 $ | -14,7 % | 783.482 $ | +25.339 $ | +3,3 % | 758.143 $ | +306.503 $ | +67,9 % | 451.640 $ | +117.891 $ | +35,3 % |
| Venture Visionary Partners LLC | 238.063 $ | -495.145 $ | -67,5 % | 733.208 $ | -26.274 $ | -3,5 % | 759.482 $ | -21.863 $ | -2,8 % | 781.345 $ | ||
| Strive Financial Group ,LLC | 762.161 $ | +155.734 $ | +25,7 % | 606.427 $ | ||||||||
| PARK AVENUE SECURITIES LLC | 756.000 $ | -2.000 $ | -0,3 % | 758.000 $ | +96.000 $ | +14,5 % | 662.000 $ | +9.000 $ | +1,4 % | 653.000 $ | +23.000 $ | +3,7 % |
| Scarborough Advisors, LLC | 750.660 $ | +443.607 $ | +144,5 % | 307.053 $ | ||||||||
| Sunbelt Securities, Inc. | 550.489 $ | -190.022 $ | -25,7 % | 740.511 $ | +981 $ | +0,1 % | ||||||
| OneAscent Wealth Management LLC | 730.251 $ | +26.927 $ | +3,8 % | 703.324 $ | ||||||||
| Odyssey Group, LLC | 724.930 $ | |||||||||||
| AE Wealth Management LLC | 544.617 $ | -178.486 $ | -24,7 % | 723.103 $ | +213.239 $ | +41,8 % | 509.864 $ | +115.101 $ | +29,2 % | 394.763 $ | +104.881 $ | +36,2 % |
| Planning Project LLC | 505.568 $ | -2.754 $ | -0,5 % | 508.322 $ | -213.471 $ | -29,6 % | 721.793 $ | |||||
| KOM Wealth Management Group, LLC | 718.511 $ | +60.765 $ | +9,2 % | 657.746 $ | +1.584 $ | +0,2 % | 656.162 $ | +91.155 $ | +16,1 % | 565.007 $ | +136.129 $ | +31,7 % |
| AMG National Trust Bank | 620.013 $ | -31.358 $ | -4,8 % | 651.371 $ | -53.184 $ | -7,5 % | 704.555 $ | +25.557 $ | +3,8 % | 678.998 $ | -2.950 $ | -0,4 % |
| NATIONAL BANK OF CANADA /FI/ | 677.148 $ | +36.753 $ | +5,7 % | 640.395 $ | -61.664 $ | -8,8 % | 702.059 $ | +8.183 $ | +1,2 % | |||
| MONECO ADVISORS, LLC | 451.843 $ | -244.543 $ | -35,1 % | 696.386 $ | ||||||||
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 695.542 $ | |||||||||||
| Provenance Wealth Advisors, LLC | 684.053 $ | |||||||||||
| Granite Harbor Advisors, Inc. | 659.924 $ | -4.365 $ | -0,7 % | 664.289 $ | ||||||||
| EverSource Wealth Advisors, LLC | 602.253 $ | -47.291 $ | -7,3 % | 649.544 $ | -4.051 $ | -0,6 % | 653.595 $ | -10.073 $ | -1,5 % | 663.668 $ | +143.004 $ | +27,5 % |
| Cadence Bank | 662.376 $ | |||||||||||
| Brown Financial Advisory | 523.410 $ | -134.291 $ | -20,4 % | 657.701 $ | -2.857 $ | -0,4 % | ||||||
| Dupree Financial Group, LLC | 603.948 $ | -28.363 $ | -4,5 % | 632.311 $ | +657 $ | +0,1 % | 631.654 $ | -19.121 $ | -2,9 % | 650.775 $ | +7.299 $ | +1,1 % |
| Asset One Wealth Management LLC | 514.274 $ | -63.861 $ | -11,0 % | 578.135 $ | -31.596 $ | -5,2 % | 609.731 $ | -35.634 $ | -5,5 % | 645.365 $ | ||
| INTEGRITY ALLIANCE, LLC. | 299.516 $ | +47.331 $ | +18,8 % | 252.185 $ | -390.931 $ | -60,8 % | 643.116 $ | -4.167.550 $ | -86,6 % | |||
| REGATTA CAPITAL GROUP, LLC | 577.864 $ | -29.035 $ | -4,8 % | 606.899 $ | -1.543 $ | -0,3 % | 608.442 $ | -29.152 $ | -4,6 % | 637.594 $ | -2.590 $ | -0,4 % |
| Ascension Capital Advisors, Inc. | 608.019 $ | -23.200 $ | -3,7 % | 631.219 $ | ||||||||
| Kera Capital Partners, Inc. | 626.136 $ | +281.968 $ | +81,9 % | 344.168 $ | ||||||||
| Ledyard National Bank | 625.512 $ | +377.591 $ | +152,3 % | 247.921 $ | +30.198 $ | +13,9 % | 217.723 $ | -32.482 $ | -13,0 % | |||
| Compass Advisory Group LLC | 599.371 $ | -23.116 $ | -3,7 % | 622.487 $ | +5.218 $ | +0,8 % | 617.269 $ | +169.742 $ | +37,9 % | 447.527 $ | -84.808 $ | -15,9 % |
| Marshall Financial Group, LLC | 312.554 $ | -45.226 $ | -12,6 % | 357.780 $ | -47.435 $ | -11,7 % | 405.215 $ | -216.559 $ | -34,8 % | 621.774 $ | -29.924 $ | -4,6 % |
| TradeWell Securities, LLC. | 620.842 $ | |||||||||||
| Synergy Asset Management, LLC | 618.188 $ | |||||||||||
| TD PRIVATE CLIENT WEALTH LLC | 613.604 $ | +347.715 $ | +130,8 % | 265.889 $ | -760 $ | -0,3 % | 266.649 $ | |||||
| Andrew Hill Investment Advisors, Inc. | 612.420 $ | |||||||||||
| McElhenny Sheffield Capital Management, LLC | 237.068 $ | -11.034 $ | -4,4 % | 248.102 $ | -709 $ | -0,3 % | 248.811 $ | -349.985 $ | -58,4 % | 598.796 $ | -937 $ | -0,2 % |
| Mann Financial Group, Inc. | 596.934 $ | +362.751 $ | +154,9 % | 234.183 $ | ||||||||
| William Howard & Co Financial Advisors Inc | 561.341 $ | -28.391 $ | -4,8 % | 589.732 $ | -1.686 $ | -0,3 % | 591.418 $ | -5.445 $ | -0,9 % | 596.863 $ | -2.592 $ | -0,4 % |
| Burns Matteson Capital Management, LLC | 552.618 $ | -35.182 $ | -6,0 % | 587.800 $ | -2.672 $ | -0,5 % | 590.472 $ | -5.424 $ | -0,9 % | 595.896 $ | -2.588 $ | -0,4 % |
| Integrated Advisors Network LLC | 464.026 $ | -130.089 $ | -21,9 % | 594.115 $ | +163.692 $ | +38,0 % | 430.423 $ | +208.530 $ | +94,0 % | 221.893 $ | +1.000 $ | +0,5 % |
| Virtus Wealth Solutions LLC | 319.803 $ | -423 $ | -0,1 % | 320.226 $ | -4.180 $ | -1,3 % | 324.406 $ | -269.423 $ | -45,4 % | 593.829 $ | +15.334 $ | +2,7 % |
| Ameritas Investment Partners, Inc. | 574.520 $ | +642 $ | +0,1 % | 573.878 $ | -6.118 $ | -1,1 % | 579.996 $ | -12.440 $ | -2,1 % | 592.436 $ | +47.657 $ | +8,7 % |
| CGC Financial Services, LLC | 499.119 $ | -87.838 $ | -15,0 % | 586.957 $ | +133.540 $ | +29,5 % | 453.417 $ | +121.100 $ | +36,4 % | 332.317 $ | +44.427 $ | +15,4 % |
| Element Wealth, LLC | 390.869 $ | -19.769 $ | -4,8 % | 410.638 $ | -146.747 $ | -26,3 % | 557.385 $ | -27.737 $ | -4,7 % | 585.122 $ | +102.053 $ | +21,1 % |
| BEAM WEALTH ADVISORS, INC. | 575.371 $ | -7.878 $ | -1,4 % | 583.249 $ | +6.599 $ | +1,1 % | 576.650 $ | |||||
| Towercrest Capital Management | 547.139 $ | -27.673 $ | -4,8 % | 574.812 $ | -1.642 $ | -0,3 % | 576.454 $ | -5.307 $ | -0,9 % | 581.761 $ | +90.877 $ | +18,5 % |
| MontVue Capital Management, Inc. | 487.001 $ | -44.465 $ | -8,4 % | 531.466 $ | -4.484 $ | -0,8 % | 535.950 $ | -44.759 $ | -7,7 % | 580.709 $ | -6.360 $ | -1,1 % |
| Cadent Capital Advisors, LLC | 211.475 $ | -364.946 $ | -63,3 % | 576.421 $ | +1.855 $ | +0,3 % | 574.566 $ | +3.745 $ | +0,7 % | |||
| BOKF, NA | 567.260 $ | -1.621 $ | -0,3 % | 568.881 $ | -5.238 $ | -0,9 % | 574.119 $ | |||||
| Seelaus Asset Management LLC | 415.897 $ | -74.258 $ | -15,1 % | 490.155 $ | -83.745 $ | -14,6 % | 573.900 $ | +21.650 $ | +3,9 % | 552.250 $ | +3.381 $ | +0,6 % |
| Focus Financial Network, Inc. | 412.844 $ | -44.816 $ | -9,8 % | 457.660 $ | -95.151 $ | -17,2 % | 552.811 $ | -18.977 $ | -3,3 % | 571.788 $ | -6.400 $ | -1,1 % |
| Keystone Financial Group | 548.714 $ | -17.802 $ | -3,1 % | 566.516 $ | -4.898 $ | -0,9 % | 571.414 $ | +25.929 $ | +4,8 % | 545.485 $ | +68.412 $ | +14,3 % |
| Miller Financial Services LLC | 537.310 $ | -27.175 $ | -4,8 % | 564.485 $ | -1.614 $ | -0,3 % | 566.099 $ | -4.337 $ | -0,8 % | 570.436 $ | -2.478 $ | -0,4 % |
| FLAGSTAR SECURITIES, INC | 569.908 $ | |||||||||||
| BRIGHTON JONES LLC | 459.901 $ | -105.429 $ | -18,6 % | 565.330 $ | +131.118 $ | +30,2 % | ||||||
| Strategic Blueprint, LLC | 564.680 $ | +16.089 $ | +2,9 % | 548.591 $ | -4.484 $ | -0,8 % | 553.075 $ | -1.944.877 $ | -77,9 % | |||
| Keel Point, LLC | 506.136 $ | -57.878 $ | -10,3 % | 564.014 $ | +285.503 $ | +102,5 % | 278.511 $ | -2.458 $ | -0,9 % | |||
| GOULD ASSET MANAGEMENT LLC /CA/ | 459.846 $ | +16.546 $ | +3,7 % | 443.300 $ | -1.267 $ | -0,3 % | 444.567 $ | -119.193 $ | -21,1 % | 563.760 $ | ||
| Elevated Financial Group LLC | 557.385 $ | |||||||||||
| GRIMES & Co WEALTH MANAGEMENT, LLC | 534.979 $ | -20.797 $ | -3,7 % | 555.776 $ | +5.537 $ | +1,0 % | 550.239 $ | +1.823 $ | +0,3 % | 548.416 $ | -23.749 $ | -4,2 % |
| Nova Financial LLC | 543.180 $ | |||||||||||
| Verdence Capital Advisors LLC | 541.916 $ | +310.033 $ | +133,7 % | 231.883 $ | ||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 417.000 $ | -43.000 $ | -9,3 % | 460.000 $ | -7.000 $ | -1,5 % | 467.000 $ | -69.000 $ | -12,9 % | 536.000 $ | -36.000 $ | -6,3 % |
| BOSTON FAMILY OFFICE LLC | 452.000 $ | -23.000 $ | -4,8 % | 475.000 $ | -53.000 $ | -10,0 % | 528.000 $ | -5.000 $ | -0,9 % | 533.000 $ | -2.000 $ | -0,4 % |
| Sensenig Capital Advisors, Inc | 273.310 $ | -11.731 $ | -4,1 % | 285.041 $ | +18.711 $ | +7,0 % | 266.330 $ | -257.271 $ | -49,1 % | 523.601 $ | ||
| Kraft, Davis & Associates, LLC | 512.174 $ | -4.425 $ | -0,9 % | 516.599 $ | -6.507 $ | -1,2 % | 523.106 $ | +8.935 $ | +1,7 % | |||
| Apollon Wealth Management, LLC | 397.113 $ | -125.799 $ | -24,1 % | 522.912 $ | +53.538 $ | +11,4 % | 469.374 $ | |||||
| SageView Advisory Group, LLC | 510.717 $ | -1.460 $ | -0,3 % | 512.177 $ | -4.715 $ | -0,9 % | 516.892 $ | -32.117 $ | -5,8 % | |||
| Glenview Trust Co | 515.421 $ | |||||||||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 505.944 $ | -7.948 $ | -1,5 % | 513.892 $ | +199.031 $ | +63,2 % | 314.861 $ | +26.305 $ | +9,1 % | 288.556 $ | ||
| Cape Investment Advisory, Inc. | 77.377 $ | -167.723 $ | -68,4 % | 245.100 $ | -216.255 $ | -46,9 % | 461.355 $ | -51.669 $ | -10,1 % | 513.024 $ | -137.619 $ | -21,2 % |
| Emerald Advisors, LLC | 507.780 $ | |||||||||||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 486.093 $ | -18.806 $ | -3,7 % | 504.899 $ | +4.325 $ | +0,9 % | 500.574 $ | +1.624 $ | +0,3 % | 498.950 $ | +3.257 $ | +0,7 % |
| International Private Wealth Advisors LLC | 220.445 $ | -1.268 $ | -0,6 % | 221.713 $ | -281.642 $ | -56,0 % | 503.355 $ | -163.611 $ | -24,5 % | |||
| Fisher Asset Management, LLC | 279.872 $ | -22.676 $ | -7,5 % | 302.548 $ | -196.071 $ | -39,3 % | 498.619 $ | +69.602 $ | +16,2 % | 429.017 $ | -2.035 $ | -0,5 % |
| Immaculate Wealth Management LLC | 497.285 $ | +6.642 $ | +1,4 % | 490.643 $ | ||||||||
| Capital Investment Advisors, LLC | 407.456 $ | -88.354 $ | -17,8 % | 495.810 $ | +122.979 $ | +33,0 % | ||||||
| LIBERTY WEALTH MANAGEMENT LLC | 492.653 $ | +197.794 $ | +67,1 % | 294.859 $ | +0 $ | +0,0 % | 294.859 $ | +63.301 $ | +27,3 % | 231.558 $ | -41.198 $ | -15,1 % |
| Cornerstone Planning Group LLC | 147.661 $ | -1.406 $ | -0,9 % | 149.067 $ | -341.957 $ | -69,6 % | 491.024 $ | +340.360 $ | +225,9 % | |||
| Westview Management dba Westview Investment Advisors | 490.222 $ | |||||||||||
| WEDBUSH SECURITIES INC | 239.000 $ | -251.000 $ | -51,2 % | 490.000 $ | +143.000 $ | +41,2 % | 347.000 $ | +65.000 $ | +23,0 % | |||
| Vantage Point Financial LLC | 485.503 $ | -3.690 $ | -0,8 % | 489.193 $ | +82.560 $ | +20,3 % | ||||||
| MILESTONE ASSET MANAGEMENT, LLC | 447.722 $ | -41.161 $ | -8,4 % | 488.883 $ | +138.248 $ | +39,4 % | 350.635 $ | +112.977 $ | +47,5 % | 237.658 $ | -138.597 $ | -36,8 % |
| Urban Wealth Management, LLC | 312.561 $ | -73.247 $ | -19,0 % | 385.808 $ | -101.985 $ | -20,9 % | 487.793 $ | |||||
| ShoreHaven Wealth Partners, LLC | 483.166 $ | +50.113 $ | +11,6 % | 433.053 $ | +208.548 $ | +92,9 % | 224.505 $ | -2.809 $ | -1,2 % | 227.314 $ | ||
| Old Mission Investment Co LLC | 412.840 $ | -69.136 $ | -14,3 % | 481.976 $ | +236.957 $ | +96,7 % | 245.019 $ | -2.723 $ | -1,1 % | 247.742 $ | -541 $ | -0,2 % |
| Arrowroot Family Office, LLC | 329.439 $ | -79.636 $ | -19,5 % | 409.075 $ | -72.780 $ | -15,1 % | 481.855 $ | -17.814 $ | -3,6 % | |||
| ENDEAVOR PRIVATE WEALTH, INC. | 470.993 $ | +76.140 $ | +19,3 % | 394.853 $ | +165.010 $ | +71,8 % | 229.843 $ | -206.796 $ | -47,4 % | 436.639 $ | +91.751 $ | +26,6 % |
| Blueprint Investment Partners LLC | 464.964 $ | |||||||||||
| Plus Group Wealth Advisors LLC | 463.399 $ | +50.823 $ | +12,3 % | 412.576 $ | -44.890 $ | -9,8 % | 457.466 $ | +56.033 $ | +14,0 % | 401.433 $ | ||
| INVESTED ADVISORS | 463.348 $ | +166.496 $ | +56,1 % | 296.852 $ | -6.638 $ | -2,2 % | 303.490 $ | |||||
| PUREfi Wealth, LLC | 461.232 $ | +73.248 $ | +18,9 % | 387.984 $ | +105.505 $ | +37,3 % | 282.479 $ | +7.160 $ | +2,6 % | 275.319 $ | ||
| GreatBanc Trust CO | 433.000 $ | -21.900 $ | -4,8 % | 454.900 $ | -1.300 $ | -0,3 % | 456.200 $ | -4.200 $ | -0,9 % | 460.400 $ | -2.000 $ | -0,4 % |
| AssuredPartners Investment Advisors, LLC | 460.079 $ | +8.916 $ | +2,0 % | 451.163 $ | +109.070 $ | +31,9 % | 342.093 $ | -477.388 $ | -58,3 % | |||
| Kure Advisory, LLC | 220.267 $ | -185.913 $ | -45,8 % | 406.180 $ | -46.781 $ | -10,3 % | 452.961 $ | -4.170 $ | -0,9 % | 457.131 $ | -1.986 $ | -0,4 % |
| LAZARI CAPITAL MANAGEMENT, INC. | 375.584 $ | -18.996 $ | -4,8 % | 394.580 $ | -13.673 $ | -3,3 % | 408.253 $ | -42.801 $ | -9,5 % | 451.054 $ | -50.558 $ | -10,1 % |
| Breakwater Capital Group | 398.614 $ | -50.645 $ | -11,3 % | 449.259 $ | +13.634 $ | +3,1 % | 435.625 $ | -2.354 $ | -0,5 % | 437.979 $ | -22.248 $ | -4,8 % |
| Summit Investment Advisors, Inc.\KS | 395.263 $ | -45.837 $ | -10,4 % | 441.100 $ | +229.132 $ | +108,1 % | 211.968 $ | |||||
| Access Investment Management LLC | 431.338 $ | |||||||||||
| Savant Capital, LLC | 428.001 $ | +76.272 $ | +21,7 % | 351.729 $ | +112.055 $ | +46,8 % | 239.674 $ | -12.710 $ | -5,0 % | 252.384 $ | ||
| Mayflower Financial Advisors, LLC | 426.433 $ | +119.472 $ | +38,9 % | 306.961 $ | +2.419 $ | +0,8 % | 304.542 $ | |||||
| Abacus Planning Group, Inc. | 405.505 $ | -20.509 $ | -4,8 % | 426.014 $ | ||||||||
| Vantage Financial Partners, LLC | 424.512 $ | -31.328 $ | -6,9 % | |||||||||
| RPS ADVISORY SOLUTIONS LLC | 424.260 $ | -39.555 $ | -8,5 % | |||||||||
| HANTZ FINANCIAL SERVICES, INC. | 390.000 $ | -34.000 $ | -8,0 % | 424.000 $ | +421.000 $ | +14.033,3 % | ||||||
| Clarity Asset Management, Inc. | 382.509 $ | -40.744 $ | -9,6 % | 423.253 $ | +24.981 $ | +6,3 % | 398.272 $ | +292.856 $ | +277,8 % | 105.416 $ | -46 $ | -0,0 % |
| Greenspring Advisors, LLC | 397.148 $ | -20.087 $ | -4,8 % | 417.235 $ | -5.044 $ | -1,2 % | 422.279 $ | |||||
| GUERRA PAN ADVISORS, LLC | 398.312 $ | -16.505 $ | -4,0 % | 414.817 $ | +1.198 $ | +0,3 % | 413.619 $ | |||||
| BFC Planning, Inc. | 396.659 $ | +5.573 $ | +1,4 % | 391.086 $ | -21.756 $ | -5,3 % | 412.842 $ | +10.774 $ | +2,7 % | 402.068 $ | ||
| RWA WEALTH PARTNERS, LLC | 203.847 $ | -110.188 $ | -35,1 % | 314.035 $ | -55.984 $ | -15,1 % | 370.019 $ | -34.866 $ | -8,6 % | 404.885 $ | -40.304 $ | -9,1 % |
| LCW Services, LLC | 385.933 $ | -7.146 $ | -1,8 % | 393.079 $ | -9.609 $ | -2,4 % | 402.688 $ | +32.757 $ | +8,9 % | 369.931 $ | ||
| JOHNSON INVESTMENT COUNSEL INC | 397.401 $ | -1.135 $ | -0,3 % | 398.536 $ | ||||||||
| Capital Square, LLC | 398.430 $ | -63.368 $ | -13,7 % | |||||||||
| Strategic Family Wealth Counselors, L.L.C. | 392.943 $ | -1.123 $ | -0,3 % | 394.066 $ | -2.850 $ | -0,7 % | 396.916 $ | -2.506 $ | -0,6 % | |||
| Calamos Wealth Management LLC | 392.938 $ | +0 $ | +0,0 % | 392.938 $ | -2.599 $ | -0,7 % | 395.537 $ | +269 $ | +0,1 % | |||
| Calamos Advisors LLC | 392.938 $ | |||||||||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 378.770 $ | -13.796 $ | -3,5 % | 392.566 $ | +4.831 $ | +1,2 % | 387.735 $ | +1.258 $ | +0,3 % | 386.477 $ | ||
| DUDLEY CAPITAL MANAGEMENT, LLC | 367.184 $ | -18.571 $ | -4,8 % | 385.755 $ | -1.103 $ | -0,3 % | 386.858 $ | +5.647 $ | +1,5 % | 381.211 $ | -1.656 $ | -0,4 % |
| BESSEMER GROUP INC | 61.000 $ | -324.000 $ | -84,2 % | 385.000 $ | -1.000 $ | -0,3 % | 386.000 $ | |||||
| Regatta Research & Money Management | 382.052 $ | |||||||||||
| Signature Equity Partners, LLC | 380.765 $ | +224.308 $ | +143,4 % | 156.457 $ | -59.723 $ | -27,6 % | 216.180 $ | +9.264 $ | +4,5 % | 206.916 $ | ||
| SIGNET FINANCIAL MANAGEMENT, LLC | 372.031 $ | -3.425 $ | -0,9 % | 375.456 $ | -1.631 $ | -0,4 % | ||||||
| CIBC WORLD MARKET INC. | 311.890 $ | -15.774 $ | -4,8 % | 327.664 $ | -43.227 $ | -11,7 % | 370.891 $ | -3.414 $ | -0,9 % | 374.305 $ | +93.258 $ | +33,2 % |
| Aurora Private Wealth, Inc. | 372.000 $ | +8.000 $ | +2,2 % | 364.000 $ | +0 $ | +0,0 % | 364.000 $ | +0 $ | +0,0 % | 364.000 $ | ||
| Permanent Capital Management, LP | 361.838 $ | -5.932 $ | -1,6 % | 367.770 $ | -802 $ | -0,2 % | ||||||
| FIRST AMERICAN TRUST, FSB | 363.554 $ | |||||||||||
| Alpha Financial Advisors, LLC | 362.897 $ | |||||||||||
| Curi Capital, LLC | 358.061 $ | |||||||||||
| James J. Burns & Company, LLC | 357.205 $ | +41.146 $ | +13,0 % | 316.059 $ | +2.708 $ | +0,9 % | 313.351 $ | +1.016 $ | +0,3 % | 312.335 $ | +23.719 $ | +8,2 % |
| Wealth Quarterback LLC | 343.661 $ | -13.035 $ | -3,7 % | 356.696 $ | +22.499 $ | +6,7 % | 334.197 $ | +5.931 $ | +1,8 % | 328.266 $ | +13.230 $ | +4,2 % |
| Advisory Solutions Group, LLC | 354.807 $ | +59.997 $ | +20,4 % | 294.810 $ | ||||||||
| NOVEM GROUP | 329.528 $ | -19.487 $ | -5,6 % | 349.015 $ | -2.256 $ | -0,6 % | 351.271 $ | +38.782 $ | +12,4 % | |||
| REICON WEALTH ADVISORS, LLC | 350.470 $ | +30.812 $ | +9,6 % | 319.658 $ | +80.250 $ | +33,5 % | 239.408 $ | |||||
| SMITH CHAS P & ASSOCIATES PA CPAS | 329.920 $ | -12.821 $ | -3,7 % | 342.741 $ | +0 $ | +0,0 % | 342.741 $ | -2.267 $ | -0,7 % | 345.008 $ | ||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 336.035 $ | -7.837 $ | -2,3 % | 343.872 $ | ||||||||
| Investment Research Partners LLC | 343.537 $ | +79.575 $ | +30,1 % | 263.962 $ | +9.012 $ | +3,5 % | 254.950 $ | |||||
| Diversified Trust Co | 267.464 $ | -64.067 $ | -19,3 % | 331.531 $ | -947 $ | -0,3 % | 332.478 $ | -8.079 $ | -2,4 % | 340.557 $ | +1.017 $ | +0,3 % |
| Bryn Mawr Trust Advisors, LLC | 300.716 $ | -37.193 $ | -11,0 % | 337.909 $ | ||||||||
| Dorsey & Whitney Trust CO LLC | 321.796 $ | -7.717 $ | -2,3 % | 329.513 $ | ||||||||
| Pitcairn Wealth Advisors LLC | 309.896 $ | -12.769 $ | -4,0 % | 322.665 $ | +2.156 $ | +0,7 % | 320.509 $ | +0 $ | +0,0 % | 320.509 $ | ||
| Caldwell Trust Co | 319.467 $ | +285.531 $ | +841,4 % | 33.936 $ | -97 $ | -0,3 % | 34.033 $ | -313 $ | -0,9 % | 34.346 $ | -149 $ | -0,4 % |
| WELLINGTON-ALTUS USA INC. | 202.548 $ | +97.622 $ | +93,0 % | 104.926 $ | -212.829 $ | -67,0 % | 317.755 $ | +211.863 $ | +200,1 % | 105.892 $ | ||
| DAVENPORT & Co LLC | 252.761 $ | -62.235 $ | -19,8 % | 314.996 $ | ||||||||
| Foundation Wealth Management, LLC\PA | 314.947 $ | |||||||||||
| Nikulski Financial, Inc. | 305.074 $ | -2.074 $ | -0,7 % | 307.148 $ | -878 $ | -0,3 % | 308.026 $ | |||||
| Root Financial Partners, LLC | 307.729 $ | +213.428 $ | +226,3 % | 94.301 $ | +69.578 $ | +281,4 % | 24.723 $ | |||||
| TUDOR INVESTMENT CORP ET AL | 212.452 $ | -94.819 $ | -30,9 % | 307.271 $ | ||||||||
| Nuveen, LLC | 305.026 $ | |||||||||||
| Beacon Capital Management, LLC | 230.901 $ | -13.949 $ | -5,7 % | 244.850 $ | -52.983 $ | -17,8 % | 297.833 $ | -7.097 $ | -2,3 % | 304.930 $ | +66.590 $ | +27,9 % |
| Capasso Planning Partners LLC | 304.510 $ | |||||||||||
| Wealthspire Advisors, LLC | 261.877 $ | +6.234 $ | +2,4 % | 255.643 $ | +644 $ | +0,3 % | 254.999 $ | -48.378 $ | -15,9 % | 303.377 $ | -584 $ | -0,2 % |
| ADG Wealth Management Group, LLC | 212.646 $ | -10.755 $ | -4,8 % | 223.401 $ | -78.667 $ | -26,0 % | 302.068 $ | +29.833 $ | +11,0 % | 272.235 $ | ||
| Capital CS Group, LLC | 250.328 $ | +28.956 $ | +13,1 % | 221.372 $ | -78.993 $ | -26,3 % | 300.365 $ | +33.571 $ | +12,6 % | 266.794 $ | -20.989 $ | -7,3 % |
| Synergy Investment Management, LLC | 281.450 $ | -14.235 $ | -4,8 % | 295.685 $ | -845 $ | -0,3 % | 296.530 $ | -2.730 $ | -0,9 % | 299.260 $ | -1.300 $ | -0,4 % |
| Cornell Pochily Investment Advisors, Inc. | 298.458 $ | -131.476 $ | -30,6 % | |||||||||
| Catalyst Investment Management LLC | 296.172 $ | |||||||||||
| Kingsman Wealth Management, Inc. | 277.678 $ | -10.743 $ | -3,7 % | 288.421 $ | +2.471 $ | +0,9 % | 285.950 $ | +928 $ | +0,3 % | 285.022 $ | +50.698 $ | +21,6 % |
| Archer Investment Corp | 150.881 $ | -136.933 $ | -47,6 % | 287.814 $ | +186.706 $ | +184,7 % | 101.108 $ | +14.051 $ | +16,1 % | 87.057 $ | +71.922 $ | +475,2 % |
| PLANNING DIRECTIONS INC | 287.479 $ | +1.424 $ | +0,5 % | 286.055 $ | +381 $ | +0,1 % | 285.674 $ | +81.659 $ | +40,0 % | |||
| Sound Income Strategies, LLC | 283.460 $ | +183.508 $ | +183,6 % | 99.952 $ | -18.819 $ | -15,8 % | 118.771 $ | +20.498 $ | +20,9 % | |||
| Quadrature Capital Ltd | 283.383 $ | |||||||||||
| Strategies Wealth Advisors, LLC | 281.811 $ | |||||||||||
| TCFG WEALTH MANAGEMENT, LLC | 277.917 $ | -2.559 $ | -0,9 % | 280.476 $ | +16.723 $ | +6,3 % | ||||||
| Polaris Investment Advisors, LLC | 267.789 $ | -12.595 $ | -4,5 % | 280.384 $ | ||||||||
| SWMG, LLC | 279.756 $ | |||||||||||
| COMMERCE BANK | 268.113 $ | -11.241 $ | -4,0 % | 279.354 $ | ||||||||
| TCFG Investment Advisors, LLC | 273.743 $ | +4.852 $ | +1,8 % | 268.891 $ | -9.026 $ | -3,2 % | 277.917 $ | |||||
| SAXON INTERESTS, INC. | 272.193 $ | -4.706 $ | -1,7 % | 276.899 $ | +24.552 $ | +9,7 % | 252.347 $ | -800 $ | -0,3 % | 253.147 $ | +2.680 $ | +1,1 % |
| Indiana Trust & Investment Management Co | 6.843 $ | -269.676 $ | -97,5 % | 276.519 $ | ||||||||
| Cardinal Point Capital Management ULC | 254.179 $ | -20.422 $ | -7,4 % | 274.601 $ | -1.085 $ | -0,4 % | ||||||
| FLORIDA FINANCIAL ADVISORS, LLC | 235.733 $ | -36.156 $ | -13,3 % | 271.889 $ | ||||||||
| American Trust | 270.794 $ | +956 $ | +0,4 % | |||||||||
| Aviso Financial Inc. | 268.781 $ | -1.168 $ | -0,4 % | |||||||||
| Penobscot Investment Management Company, Inc. | 268.391 $ | |||||||||||
| Canal Capital Management, LLC | 268.358 $ | |||||||||||
| Snider Financial Group | 255.732 $ | -11.991 $ | -4,5 % | 267.723 $ | +11.585 $ | +4,5 % | 256.138 $ | +1.345 $ | +0,5 % | 254.793 $ | ||
| XTX Topco Ltd | 265.828 $ | +39.529 $ | +17,5 % | |||||||||
| Moors & Cabot, Inc. | 218.362 $ | -900 $ | -0,4 % | 219.262 $ | -42.688 $ | -16,3 % | 261.950 $ | |||||
| Bay Capital Advisors, LLC | 255.987 $ | -23.547 $ | -8,4 % | |||||||||
| Oak Harvest Investment Services | 254.696 $ | |||||||||||
| STEVENS CAPITAL PARTNERS | 239.781 $ | -14.619 $ | -5,7 % | 254.400 $ | ||||||||
| May Hill Capital, LLC | 251.028 $ | |||||||||||
| SIMON QUICK ADVISORS, LLC | 250.195 $ | |||||||||||
| SeaCrest Wealth Management, LLC | 236.022 $ | -11.348 $ | -4,6 % | 247.370 $ | -118 $ | -0,0 % | 247.488 $ | |||||
| Foguth Wealth Management, LLC. | 245.772 $ | +17.385 $ | +7,6 % | 228.387 $ | ||||||||
| Garton & Associates Financial Advisors LLC | 245.021 $ | +7.339 $ | +3,1 % | 237.682 $ | ||||||||
| TRUSTMARK BANK TRUST DEPARTMENT | 244.012 $ | -1.060 $ | -0,4 % | |||||||||
| DHJJ Financial Advisors, Ltd. | 17.298 $ | -226.399 $ | -92,9 % | 243.697 $ | +225.189 $ | +1.216,7 % | 18.508 $ | -167 $ | -0,9 % | 18.675 $ | -30 $ | -0,2 % |
| INVESTMENT PARTNERS, LTD. | 240.956 $ | |||||||||||
| GREATMARK INVESTMENT PARTNERS, INC. | 240.559 $ | |||||||||||
| Dynamic Financial Group | 239.001 $ | |||||||||||
| Lakeridge Wealth Management LLC | 236.557 $ | +35.823 $ | +17,8 % | 200.734 $ | ||||||||
| First Command Advisory Services, Inc. | 235.412 $ | +25.883 $ | +12,4 % | 209.529 $ | +162.355 $ | +344,2 % | ||||||
| Rose Capital Advisors LLC | 216.067 $ | -16.614 $ | -7,1 % | 232.681 $ | ||||||||
| Bridgelight Financial Advisors, Inc. | 226.908 $ | +23.026 $ | +11,3 % | 203.882 $ | ||||||||
| Strategic Financial Concepts, LLC | 226.858 $ | +9.582 $ | +4,4 % | 217.276 $ | ||||||||
| Talon Private Wealth, LLC | 224.561 $ | +20.947 $ | +10,3 % | 203.614 $ | ||||||||
| Mid-American Wealth Advisory Group, Inc. | 223.077 $ | +0 $ | +0,0 % | 223.077 $ | ||||||||
| HOWE & RUSLING INC | 221.428 $ | |||||||||||
| Wealth Dimensions Group, Ltd. | 220.866 $ | |||||||||||
| Invst, LLC | 211.573 $ | -8.680 $ | -3,9 % | 220.253 $ | ||||||||
| BURKE & HERBERT BANK & TRUST CO | 207.710 $ | -10.506 $ | -4,8 % | 218.216 $ | -623 $ | -0,3 % | 218.839 $ | |||||
| Meridian Wealth Management, LLC | 209.678 $ | -8.363 $ | -3,8 % | 218.041 $ | ||||||||
| Fermata Advisors, LLC | 200.300 $ | -16.368 $ | -7,6 % | 216.668 $ | -1.254 $ | -0,6 % | 217.922 $ | -79.337 $ | -26,7 % | |||
| OPTIMA CAPITAL LLC | 217.152 $ | +110.123 $ | +102,9 % | 107.029 $ | ||||||||
| Institute for Wealth Management, LLC. | 215.126 $ | +15.457 $ | +7,7 % | 199.669 $ | ||||||||
| Everest Financial Group LLC | 212.822 $ | |||||||||||
| Facet Wealth, Inc. | 210.308 $ | |||||||||||
| Performance Wealth Partners, LLC | 206.934 $ | -591 $ | -0,3 % | 207.525 $ | -1.911 $ | -0,9 % | 209.436 $ | -910 $ | -0,4 % | |||
| CARDIFF PARK ADVISORS, LLC | 207.694 $ | |||||||||||
| Quantinno Capital Management LP | 207.240 $ | |||||||||||
| Midwest Trust Co | 205.842 $ | +871 $ | +0,4 % | 204.971 $ | ||||||||
| Leo Wealth, LLC | 204.102 $ | -1.656 $ | -0,8 % | 205.758 $ | ||||||||
| Roxbury Financial LLC | 137.943 $ | -63.000 $ | -31,4 % | 200.943 $ | +964 $ | +0,5 % | 199.979 $ | -183 $ | -0,1 % | 200.162 $ | +21.814 $ | +12,2 % |
| HOLLENCREST CAPITAL MANAGEMENT | 200.361 $ | |||||||||||
| Clearstead Advisors, LLC | 192.800 $ | -7.465 $ | -3,7 % | 200.265 $ | +165.502 $ | +476,1 % | 34.763 $ | -1.482 $ | -4,1 % | |||
| Barnes Dennig Private Wealth Management LLC | 192.339 $ | -5.179 $ | -2,6 % | 197.518 $ | +26.443 $ | +15,5 % | 171.075 $ | +7.817 $ | +4,8 % | 163.258 $ | +1.048 $ | +0,6 % |
| Annis Gardner Whiting Capital Advisors, LLC | 192.198 $ | +48.415 $ | +33,7 % | 143.783 $ | -625 $ | -0,4 % | ||||||
| PRIVATE TRUST CO NA | 152.070 $ | -7.873 $ | -4,9 % | 159.943 $ | -28.650 $ | -15,2 % | 188.593 $ | -1.736 $ | -0,9 % | 190.329 $ | +105.479 $ | +124,3 % |
| Glass Jacobson Investment Advisors llc | 139.318 $ | -7.005 $ | -4,8 % | 146.323 $ | -378 $ | -0,3 % | 146.701 $ | -21.380 $ | -12,7 % | 168.081 $ | -250 $ | -0,1 % |
| Financial Perspectives, Inc | 167.269 $ | +74.372 $ | +80,1 % | 92.897 $ | +21.131 $ | +29,4 % | 71.766 $ | +46.821 $ | +187,7 % | 24.945 $ | +8.380 $ | +50,6 % |
| Ransom Advisory, Ltd | 161.140 $ | |||||||||||
| Blue Trust, Inc. | 42.306 $ | -104.603 $ | -71,2 % | 146.909 $ | ||||||||
| CIBC Private Wealth Group LLC | 145.348 $ | +49.862 $ | +52,2 % | |||||||||
| LANARK FINANCIAL, INC. | 139.859 $ | +20.721 $ | +17,4 % | 119.138 $ | -4.674 $ | -3,8 % | 123.812 $ | +68.058 $ | +122,1 % | 55.754 $ | ||
| Capital Investment Advisory Services, LLC | 130.539 $ | -4.254 $ | -3,2 % | 134.793 $ | ||||||||
| Legacy Wealth Managment, LLC/ID | 131.888 $ | |||||||||||
| Smallwood Wealth Investment Management, LLC | 91.449 $ | -4.625 $ | -4,8 % | 96.074 $ | -28.879 $ | -23,1 % | 124.953 $ | |||||
| WHITTIER TRUST CO | 121.794 $ | -1.254 $ | -1,0 % | 123.048 $ | ||||||||
| Privatperson | 108.000 $ | -12.000 $ | -10,0 % | 120.000 $ | +0 $ | +0,0 % | 120.000 $ | -2.000 $ | -1,6 % | 122.000 $ | +0 $ | +0,0 % |
| TRUST CO OF VERMONT | 996 $ | -119.780 $ | -99,2 % | 120.776 $ | +115.722 $ | +2.289,7 % | ||||||
| Oakmont Advisory Group, LLC | 109.731 $ | |||||||||||
| Financial Management Professionals, Inc. | 101.276 $ | -5.109 $ | -4,8 % | 106.385 $ | -324 $ | -0,3 % | 106.709 $ | -1.186 $ | -1,1 % | 107.895 $ | -236 $ | -0,2 % |
| ROTHSCHILD INVESTMENT LLC | 100.716 $ | -5.094 $ | -4,8 % | 105.810 $ | -302 $ | -0,3 % | 106.112 $ | +27.614 $ | +35,2 % | 78.498 $ | ||
| Godfrey Financial Associates, Inc. | 19.485 $ | -69.221 $ | -78,0 % | 88.706 $ | -253 $ | -0,3 % | 88.959 $ | -3.029 $ | -3,3 % | 91.988 $ | ||
| Buck Wealth Strategies, LLC | 80.798 $ | -4.268 $ | -5,0 % | 85.066 $ | ||||||||
| Wilmington Savings Fund Society, FSB | 78.806 $ | -3.986 $ | -4,8 % | 82.792 $ | -236 $ | -0,3 % | 83.028 $ | -764 $ | -0,9 % | 83.792 $ | -2.862 $ | -3,3 % |
| Quent Capital, LLC | 76.332 $ | |||||||||||
| BLUELINE ADVISORS LLC | 71.835 $ | -3.633 $ | -4,8 % | 75.468 $ | ||||||||
| Medallion Wealth Advisors, LLC | 39.403 $ | -33.835 $ | -46,2 % | 73.238 $ | -210 $ | -0,3 % | 73.448 $ | +6.920 $ | +10,4 % | 66.528 $ | -289 $ | -0,4 % |
| Bogart Wealth, LLC | 7.621 $ | -385 $ | -4,8 % | 8.006 $ | -23 $ | -0,3 % | 8.029 $ | -64.438 $ | -88,9 % | 72.467 $ | -315 $ | -0,4 % |
| NFSG Corp | 71.551 $ | +69.868 $ | +4.151,4 % | 1.683 $ | ||||||||
| KFG LLC | 70.276 $ | |||||||||||
| Chung Wu Investment Group, LLC | 43.300 $ | -2.190 $ | -4,8 % | 45.490 $ | -130 $ | -0,3 % | 45.620 $ | -23.440 $ | -33,9 % | 69.060 $ | -300 $ | -0,4 % |
| Mosley Wealth Management | 63.581 $ | |||||||||||
| Dunhill Financial, LLC | 61.093 $ | +58.794 $ | +2.557,4 % | 2.299 $ | +15 $ | +0,7 % | ||||||
| Strategic Investment Solutions, Inc. /IL | 55.098 $ | -2.132 $ | -3,7 % | 57.230 $ | -2.441 $ | -4,1 % | 59.671 $ | +194 $ | +0,3 % | 59.477 $ | +388 $ | +0,7 % |
| Creative Capital Management Investments LLC | 53.735 $ | -2.718 $ | -4,8 % | 56.453 $ | -161 $ | -0,3 % | 56.614 $ | -522 $ | -0,9 % | 57.136 $ | -248 $ | -0,4 % |
| Keating Financial Advisory Services, Inc. | 54.515 $ | +23.309 $ | +74,7 % | 31.206 $ | +17.155 $ | +122,1 % | 14.051 $ | +4.337 $ | +44,6 % | 9.714 $ | ||
| MANNING & NAPIER ADVISORS LLC | 50.998 $ | -1.888 $ | -3,6 % | 52.886 $ | +220 $ | +0,4 % | 52.666 $ | |||||
| Darwin Wealth Management, LLC | 49.225 $ | -1.905 $ | -3,7 % | 51.130 $ | +438 $ | +0,9 % | 50.692 $ | +164 $ | +0,3 % | 50.528 $ | +330 $ | +0,7 % |
| J. R. Prunier Capital Management LLC | 48.169 $ | -1.864 $ | -3,7 % | 50.033 $ | ||||||||
| Key Capital Management, INC | 40.356 $ | -8.538 $ | -17,5 % | 48.894 $ | ||||||||
| Atlantic Union Bankshares Corp | 48.442 $ | |||||||||||
| Financially Speaking Inc | 47.632 $ | |||||||||||
| Privatperson | 13.465 $ | -33.889 $ | -71,6 % | 47.354 $ | ||||||||
| Rossby Financial, LCC | 42.824 $ | -2.284 $ | -5,1 % | 45.108 $ | ||||||||
| BOLTON SECURITIES CORPORATION | 39.979 $ | +17.234 $ | +75,8 % | 22.745 $ | +7.918 $ | +53,4 % | 14.827 $ | -3.865 $ | -20,7 % | |||
| BROWN, LISLE/CUMMINGS, INC. | 36.112 $ | -1.827 $ | -4,8 % | 37.939 $ | -108 $ | -0,3 % | 38.047 $ | -350 $ | -0,9 % | 38.397 $ | -167 $ | -0,4 % |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 37.947 $ | +2 $ | +0,0 % | 37.945 $ | +12.219 $ | +47,5 % | 25.726 $ | +116 $ | +0,5 % | |||
| MARYLAND CAPITAL ADVISORS INC. | 35.636 $ | -1.803 $ | -4,8 % | 37.439 $ | -452 $ | -1,2 % | 37.891 $ | -165 $ | -0,4 % | |||
| AMERIFLEX GROUP, INC. | 35.121 $ | -1.636 $ | -4,5 % | 36.757 $ | +25.032 $ | +213,5 % | 11.725 $ | +3.957 $ | +50,9 % | |||
| TUCKER ASSET MANAGEMENT LLC | 36.510 $ | |||||||||||
| GHP Investment Advisors, Inc. | 24.187 $ | -11.643 $ | -32,5 % | 35.830 $ | +163 $ | +0,5 % | 35.667 $ | |||||
| Rialto Wealth Management, LLC | 32.321 $ | |||||||||||
| Community Financial Services Group, LLC | 30.742 $ | -1.447 $ | -4,5 % | 32.189 $ | ||||||||
| IAG Wealth Partners, LLC | 27.755 $ | -1.404 $ | -4,8 % | 29.159 $ | -83 $ | -0,3 % | 29.242 $ | -270 $ | -0,9 % | 29.512 $ | -128 $ | -0,4 % |
| Investors Research Corp | 17.104 $ | -865 $ | -4,8 % | 17.969 $ | -51 $ | -0,3 % | 18.020 $ | -10.525 $ | -36,9 % | 28.545 $ | -124 $ | -0,4 % |
| Transamerica Financial Advisors, LLC | 980 $ | -25.557 $ | -96,3 % | 26.537 $ | +17.682 $ | +199,7 % | 8.855 $ | +41 $ | +0,5 % | |||
| FLAGSHIP WEALTH ADVISORS, LLC | 25.409 $ | -980 $ | -3,7 % | 26.389 $ | ||||||||
| Innovative Asset Advisors Group, LLC | 26.196 $ | |||||||||||
| Russell Investments Group, Ltd. | 10.845 $ | -15.213 $ | -58,4 % | 26.058 $ | +24.854 $ | +2.064,3 % | 1.204 $ | -3.472 $ | -74,3 % | 4.676 $ | +4.310 $ | +1.177,6 % |
| Sterling Capital Management LLC | 25.451 $ | +212 $ | +0,8 % | 25.239 $ | +267 $ | +1,1 % | ||||||
| Clean Yield Group | 25.244 $ | |||||||||||
| GeoWealth Management, LLC | 24.929 $ | |||||||||||
| Crews Bank & Trust | 10.235 $ | -14.354 $ | -58,4 % | 24.589 $ | +14.230 $ | +137,4 % | 10.359 $ | -4.669 $ | -31,1 % | |||
| COMPASS FINANCIAL MANAGEMENT LLC | 23.837 $ | |||||||||||
| Your Advocates Ltd., LLP | 22.901 $ | |||||||||||
| SOUTHERN MICHIGAN BANK & TRUST | 21.650 $ | -1.095 $ | -4,8 % | 22.745 $ | -65 $ | -0,3 % | 22.810 $ | |||||
| ST GERMAIN D J CO INC | 22.108 $ | -63 $ | -0,3 % | 22.171 $ | ||||||||
| MidFirst Bank | 20.334 $ | -58 $ | -0,3 % | 20.392 $ | ||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18.742 $ | -53 $ | -0,3 % | 18.795 $ | ||||||||
| GPS Wealth Strategies Group, LLC | 17.495 $ | -57.321 $ | -76,6 % | |||||||||
| BROWN BROTHERS HARRIMAN & CO | 17.320 $ | |||||||||||
| Cornerstone Financial Management LLC | 15.155 $ | |||||||||||
| Fairway Wealth LLC | 15.009 $ | |||||||||||
| FIRST FINANCIAL CORP /IN/ | 14.164 $ | |||||||||||
| Miller Capital Partners, Inc. | 13.207 $ | -668 $ | -4,8 % | 13.875 $ | -40 $ | -0,3 % | 13.915 $ | -128 $ | -0,9 % | 14.043 $ | ||
| Silver Grove Financial Group, Inc. | 13.207 $ | -213 $ | -1,6 % | 13.420 $ | ||||||||
| GODSEY & GIBB, INC | 13.260 $ | |||||||||||
| Strategic Wealth Partners, Ltd. | 12.990 $ | +10.397 $ | +401,0 % | 2.593 $ | -7 $ | -0,3 % | 2.600 $ | -24 $ | -0,9 % | 2.624 $ | -12 $ | -0,5 % |
| Parkside Financial Bank & Trust | 11.778 $ | -596 $ | -4,8 % | 12.374 $ | ||||||||
| Avion Wealth | 11.000 $ | +0 $ | +0,0 % | 11.000 $ | ||||||||
| General Partner, Inc. | 9.959 $ | -504 $ | -4,8 % | 10.463 $ | -126 $ | -1,2 % | 10.589 $ | |||||
| Nicht ausgewiesen | 9.389 $ | -474 $ | -4,8 % | 9.863 $ | -29 $ | -0,3 % | 9.892 $ | -91 $ | -0,9 % | 9.983 $ | ||
| MONTAG A & ASSOCIATES INC | 9.315 $ | |||||||||||
| Bell Investment Advisors, Inc | 8.258 $ | |||||||||||
| SJS Investment Consulting Inc. | 8.075 $ | -75 $ | -0,9 % | 8.150 $ | ||||||||
| Private Wealth Asset Management, LLC | 7.144 $ | |||||||||||
| Addison Advisors LLC | 6.615 $ | |||||||||||
| Tanglewood Legacy Advisors, LLC | 3.248 $ | -3.257 $ | -50,1 % | 6.505 $ | -19 $ | -0,3 % | 6.524 $ | -60 $ | -0,9 % | 6.584 $ | ||
| LGT Financial Advisors LLC | 6.204 $ | -57 $ | -0,9 % | 6.261 $ | -28 $ | -0,4 % | ||||||
| Trust Co | 5.889 $ | -298 $ | -4,8 % | 6.187 $ | ||||||||
| Abound Wealth Management | 4.997 $ | -194 $ | -3,7 % | 5.191 $ | -618 $ | -10,6 % | 5.809 $ | +719 $ | +14,1 % | 5.090 $ | +3.006 $ | +144,2 % |
| Cassaday & Co Wealth Management LLC | 5.326 $ | |||||||||||
| Millstone Evans Group, LLC | 5.283 $ | |||||||||||
| Johnson Financial Group, Inc. | 4.947 $ | -55 $ | -1,1 % | 5.002 $ | ||||||||
| TFC Financial Management, Inc. | 2.815 $ | -142 $ | -4,8 % | 2.957 $ | -1.834 $ | -38,3 % | 4.791 $ | |||||
| William Mack & Associates, Inc. | 4.763 $ | |||||||||||
| SIGNATUREFD, LLC | 779 $ | -40 $ | -4,9 % | 819 $ | -3.785 $ | -82,2 % | 4.604 $ | |||||
| Fourth Dimension Wealth, LLC | 2.820 $ | -1.377 $ | -32,8 % | 4.197 $ | -38 $ | -0,9 % | 4.235 $ | -19 $ | -0,4 % | |||
| Tower Research Capital LLC (TRC) | 3.989 $ | +2.193 $ | +122,1 % | 1.796 $ | -5.602 $ | -75,7 % | ||||||
| GoalVest Advisory LLC | 3.854 $ | |||||||||||
| Elevated Capital Advisors, LLC | 3.594 $ | -182 $ | -4,8 % | 3.776 $ | -10 $ | -0,3 % | 3.786 $ | -35 $ | -0,9 % | 3.821 $ | ||
| Salomon & Ludwin, LLC | 3.507 $ | -170 $ | -4,6 % | 3.677 $ | -26 $ | -0,7 % | 3.703 $ | -34 $ | -0,9 % | 3.737 $ | -16 $ | -0,4 % |
| Colonial Trust Advisors | 3.505 $ | -141 $ | -3,9 % | 3.646 $ | +527 $ | +16,9 % | 3.119 $ | +10 $ | +0,3 % | 3.109 $ | ||
| Washington Trust Advisors, Inc. | 3.639 $ | |||||||||||
| Crewe Advisors LLC | 3.139 $ | -9 $ | -0,3 % | 3.148 $ | -29 $ | -0,9 % | 3.177 $ | |||||
| American Capital Advisory, LLC | 2.988 $ | |||||||||||
| NorthAvenue LLC | 2.457 $ | |||||||||||
| MCDONALD PARTNERS LLC | 2.165 $ | -110 $ | -4,8 % | 2.275 $ | ||||||||
| Wilkerson Advisory Group LLC | 2.210 $ | |||||||||||
| Downshift Financial, LLC | 1.949 $ | -98 $ | -4,8 % | 2.047 $ | ||||||||
| CITIGROUP INC | 260 $ | +33 $ | +14,5 % | 227 $ | -1.598 $ | -87,6 % | 1.825 $ | +1.779 $ | +3.867,4 % | 46 $ | -139 $ | -75,1 % |
| Pinnacle Bancorp, Inc. | 1.602 $ | -81 $ | -4,8 % | 1.683 $ | -5 $ | -0,3 % | 1.688 $ | -15 $ | -0,9 % | 1.703 $ | -8 $ | -0,5 % |
| Financial Gravity Asset Management, Inc. | 1.342 $ | -72 $ | -5,1 % | 1.414 $ | -13 $ | -0,9 % | 1.427 $ | -1.255 $ | -46,8 % | |||
| Financial Gravity Companies, Inc. | 1.410 $ | |||||||||||
| Eukles Asset Management | 1.186 $ | |||||||||||
| Mainstream Capital Management LLC | 1.140 $ | |||||||||||
| Cordant, Inc. | 943 $ | -4 $ | -0,4 % | 947 $ | ||||||||
| FIRST COMMUNITY TRUST NA | 637 $ | -2 $ | -0,3 % | 639 $ | -6 $ | -0,9 % | 645 $ | -2 $ | -0,3 % | |||
| Kozak & Associates, Inc. | 609 $ | +0 $ | +0,0 % | 609 $ | +3 $ | +0,5 % | 606 $ | +4 $ | +0,7 % | |||
| AFFINITY WEALTH LLC | 414 $ | -48 $ | -10,4 % | |||||||||
| Kingdom Financial Group LLC. | 409 $ | |||||||||||
| Bear Mountain Capital, Inc. | 361 $ | |||||||||||
| BlackRock, Inc. | 36 $ | +3 $ | +9,1 % | 33 $ | +0 $ | +0,0 % | 33 $ | -1 $ | -2,9 % | 34 $ | +0 $ | +0,0 % |
| New Millennium Group LLC | 26 $ | +0 $ | +0,0 % | |||||||||
| Evolution Advisers, Inc. | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||||
| Gesamt | 29.869.714.446 $ | +298.496.748 $ | +127,2 % | 32.475.421.373 $ | +2.116.568.733 $ | +60,8 % | 30.524.841.453 $ | -1.581.246.307 $ | +80,4 % | 31.880.696.227 $ | +1.702.995.158 $ | +107,9 % |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.