| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 13.995.504.476 $ | -384.846.119 $ | +64,4 % | 14.971.778.866 $ | +832.842.092 $ | +203,2 % | 13.881.612.898 $ | +1.649.551.201 $ | +142,0 % | 11.768.980.618 $ | +2.601.432.590 $ | +45,6 % | |
| Sumitomo Mitsui Trust Group, Inc. | 1.592.951.401 $ | -130.564.091 $ | -7,6 % | 1.723.515.492 $ | +153.775.300 $ | +9,8 % | 1.569.740.192 $ | +157.101.908 $ | +11,1 % | 1.412.638.284 $ | +456.289.101 $ | +47,7 % |
| MORGAN STANLEY | 669.478.763 $ | -146.842.809 $ | -18,0 % | 816.321.572 $ | -85.363.355 $ | -9,5 % | 901.684.927 $ | +242.807.508 $ | +36,9 % | 658.877.419 $ | +139.519.038 $ | +26,9 % |
| WELLS FARGO & COMPANY/MN | 842.988.638 $ | -38.081.222 $ | -4,3 % | 881.069.860 $ | +205.475.961 $ | +30,4 % | 675.593.899 $ | +283.550.121 $ | +72,3 % | 392.043.778 $ | +106.964.763 $ | +37,5 % |
| EVOKE WEALTH, LLC | 692.639.724 $ | +63.054.220 $ | +10,0 % | 629.585.504 $ | +75.195.942 $ | +13,6 % | 554.389.562 $ | +93.770.019 $ | +20,4 % | |||
| BANK OF AMERICA CORP /DE/ | 570.171.635 $ | -48.238.583 $ | -7,8 % | 618.410.218 $ | -35.486.171 $ | -5,4 % | 653.896.389 $ | +90.666.601 $ | +16,1 % | 563.229.788 $ | +187.741.344 $ | +50,0 % |
| SBI Okasan Asset Management Co.Ltd. | 624.911.592 $ | +459.722.291 $ | +278,3 % | 165.189.301 $ | ||||||||
| MAI Capital Management | 595.440.185 $ | +593.655.995 $ | +33.273,1 % | 1.784.190 $ | +207.662 $ | +13,2 % | 1.576.528 $ | +114.345 $ | +7,8 % | 1.462.183 $ | +194.895 $ | +15,4 % |
| Empower Advisory Group, LLC | 522.723.796 $ | -28.875.525 $ | -5,2 % | 551.599.321 $ | +50.601.839 $ | +10,1 % | 500.997.482 $ | +68.642.618 $ | +15,9 % | 432.354.864 $ | +96.332.989 $ | +28,7 % |
| STATE STREET CORP | 317.121.836 $ | -6.730.721 $ | -2,1 % | 323.852.557 $ | +62.112.918 $ | +23,7 % | 261.739.639 $ | +55.108.438 $ | +26,7 % | 206.631.201 $ | +30.037.242 $ | +17,0 % |
| Cassaday & Co Wealth Management LLC | 264.842.024 $ | -43.663.708 $ | -14,2 % | 308.505.732 $ | +20.188.458 $ | +7,0 % | 288.317.274 $ | +27.793.639 $ | +10,7 % | 260.523.635 $ | +37.339.648 $ | +16,7 % |
| Resona Asset Management Co.,Ltd. | 294.656.215 $ | +5.589.899 $ | +1,9 % | 289.066.316 $ | +97.766.636 $ | +51,1 % | 191.299.680 $ | +59.448.700 $ | +45,1 % | 131.850.980 $ | +47.960.876 $ | +57,2 % |
| UBS Group AG | 255.350.628 $ | -29.399.911 $ | -10,3 % | 284.750.539 $ | -6.568.439 $ | -2,3 % | 291.318.978 $ | +37.825.762 $ | +14,9 % | 253.493.216 $ | +53.215.743 $ | +26,6 % |
| LPL Financial LLC | 267.802.205 $ | -12.344.679 $ | -4,4 % | 280.146.884 $ | +24.643.887 $ | +9,6 % | 255.502.997 $ | +24.506.978 $ | +10,6 % | 230.996.019 $ | +57.223.029 $ | +32,9 % |
| Arizona PSPRS Trust | 266.575.136 $ | |||||||||||
| Asset Management One Co., Ltd. | 114.732.197 $ | -23.060.294 $ | -16,7 % | 137.792.491 $ | -87.210.888 $ | -38,8 % | 225.003.379 $ | -36.300.045 $ | -13,9 % | 261.303.424 $ | -4.416.998 $ | -1,7 % |
| AMERIPRISE FINANCIAL INC | 219.930.145 $ | -32.487.402 $ | -12,9 % | 252.417.547 $ | +7.300.863 $ | +3,0 % | 245.116.684 $ | +41.197.684 $ | +20,2 % | 203.919.000 $ | +44.798.226 $ | +28,2 % |
| Evergreen Quality Fund GP, Ltd. | 118.153.134 $ | -121.655.824 $ | -50,7 % | 239.808.958 $ | +18.938.413 $ | +8,6 % | 220.870.545 $ | +51.708.483 $ | +30,6 % | 169.162.062 $ | +69.552.006 $ | +69,8 % |
| JPMORGAN CHASE & CO | 89.035.245 $ | -11.981.965 $ | -11,9 % | 101.017.210 $ | -23.493.483 $ | -18,9 % | 124.510.693 $ | -107.081.835 $ | -46,2 % | 231.592.528 $ | +151.027.432 $ | +187,5 % |
| PRUDENTIAL FINANCIAL INC | 139.110.007 $ | -16.604.929 $ | -10,7 % | 155.714.936 $ | -70.879.987 $ | -31,3 % | 226.594.923 $ | |||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 201.013.148 $ | -17.133.565 $ | -7,9 % | 218.146.713 $ | ||||||||
| 3EDGE Asset Management, LP | 53.096.241 $ | -7.951.339 $ | -13,0 % | 61.047.580 $ | -26.285.246 $ | -30,1 % | 87.332.826 $ | -119.097.158 $ | -57,7 % | 206.429.984 $ | +61.524.616 $ | +42,5 % |
| PRINCIPAL FINANCIAL GROUP INC | 3.193.081 $ | -113.535.329 $ | -97,3 % | 116.728.410 $ | -70.394.179 $ | -37,6 % | 187.122.589 $ | -7.057.812 $ | -3,6 % | 194.180.401 $ | -13.967.859 $ | -6,7 % |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 167.479.943 $ | +18.850.601 $ | +12,7 % | 148.629.342 $ | +17.337.965 $ | +13,2 % | 131.291.377 $ | +4.941.697 $ | +3,9 % | 126.349.680 $ | +25.743.065 $ | +25,6 % |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 129.412.666 $ | -37.898.902 $ | -22,7 % | 167.311.568 $ | +26.061.012 $ | +18,5 % | 141.250.556 $ | +30.383.530 $ | +27,4 % | 110.867.026 $ | +22.790.587 $ | +25,9 % |
| Cerity Partners LLC | 159.138.571 $ | +41.657.658 $ | +35,5 % | 117.480.913 $ | +16.600.533 $ | +16,5 % | 100.880.380 $ | +8.883.962 $ | +9,7 % | 91.996.418 $ | +22.133.946 $ | +31,7 % |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 157.696.352 $ | +17.122.698 $ | +12,2 % | 140.573.654 $ | +134.862.401 $ | +2.361,3 % | 5.711.253 $ | +2.867.313 $ | +100,8 % | 2.843.940 $ | +406.596 $ | +16,7 % |
| Gradient Investments LLC | 120.537.214 $ | -30.386.264 $ | -20,1 % | 150.923.478 $ | +56.878.722 $ | +60,5 % | 94.044.756 $ | +18.142.243 $ | +23,9 % | 75.902.513 $ | +15.450.444 $ | +25,6 % |
| STIFEL FINANCIAL CORP | 148.269.287 $ | +15.993.220 $ | +12,1 % | 132.276.067 $ | -4.729.484 $ | -3,5 % | 137.005.551 $ | -3.902.284 $ | -2,8 % | 140.907.835 $ | +26.167.045 $ | +22,8 % |
| OSAIC HOLDINGS, INC. | 127.176.053 $ | -20.247.700 $ | -13,7 % | 147.423.753 $ | +2.686.822 $ | +1,9 % | 144.736.931 $ | -2.580.160 $ | -1,8 % | 147.317.091 $ | +124.082.175 $ | +534,0 % |
| HighTower Advisors, LLC | 140.637.742 $ | -6.454.943 $ | -4,4 % | 147.092.685 $ | +33.073.912 $ | +29,0 % | 114.018.773 $ | +13.244.499 $ | +13,1 % | 100.774.274 $ | +18.837.522 $ | +23,0 % |
| Mizuho Bank, Ltd. | 137.762.900 $ | |||||||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 114.259.807 $ | -19.091.257 $ | -14,3 % | 133.351.064 $ | ||||||||
| ROYAL BANK OF CANADA | 96.185.000 $ | -33.362.000 $ | -25,8 % | 129.547.000 $ | +9.776.000 $ | +8,2 % | 119.771.000 $ | +17.122.000 $ | +16,7 % | 102.649.000 $ | -38.847.000 $ | -27,5 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 102.352.684 $ | -16.499.439 $ | -13,9 % | 118.852.123 $ | +3.775.070 $ | +3,3 % | 115.077.053 $ | +8.764.613 $ | +8,2 % | 106.312.440 $ | +17.935.854 $ | +20,3 % |
| Hollow Brook Wealth Management LLC | 99.295.570 $ | -13.831.185 $ | -12,2 % | 113.126.755 $ | +9.088.300 $ | +8,7 % | 104.038.455 $ | +8.613.421 $ | +9,0 % | 95.425.034 $ | +16.131.026 $ | +20,3 % |
| PAYDEN & RYGEL | 110.981.000 $ | |||||||||||
| Strategic Financial Services, Inc. | 54.108.344 $ | -36.243.356 $ | -40,1 % | 90.351.700 $ | -16.518.825 $ | -15,5 % | 106.870.525 $ | +15.813.122 $ | +17,4 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 91.585.825 $ | -14.737.444 $ | -13,9 % | 106.323.269 $ | +207.981 $ | +0,2 % | 106.115.288 $ | +16.150.659 $ | +18,0 % | 89.964.629 $ | +26.689.753 $ | +42,2 % |
| COHEN & STEERS, INC. | 78.254.000 $ | -25.329.000 $ | -24,5 % | 103.583.000 $ | +34.256.000 $ | +49,4 % | 69.327.000 $ | -7.768.000 $ | -10,1 % | 77.095.000 $ | +7.814.000 $ | +11,3 % |
| SEI INVESTMENTS CO | 9.013.050 $ | -9.436.618 $ | -51,1 % | 18.449.668 $ | -36.409.143 $ | -66,4 % | 54.858.811 $ | -44.521.101 $ | -44,8 % | 99.379.912 $ | +21.970.778 $ | +28,4 % |
| US BANCORP \DE\ | 89.288.094 $ | -9.349.730 $ | -9,5 % | 98.637.824 $ | +20.985.016 $ | +27,0 % | 77.652.808 $ | +21.268.410 $ | +37,7 % | 56.384.398 $ | +17.360.228 $ | +44,5 % |
| RAYMOND JAMES FINANCIAL INC | 83.995.861 $ | -5.002.669 $ | -5,6 % | 88.998.530 $ | -2.886.740 $ | -3,1 % | 91.885.270 $ | +23.532.776 $ | +34,4 % | 68.352.494 $ | +18.533.445 $ | +37,2 % |
| Tidal Investments LLC | 77.740.981 $ | -11.711.130 $ | -13,1 % | 89.452.111 $ | +5.260.815 $ | +6,2 % | 84.191.296 $ | +2.076.198 $ | +2,5 % | 82.115.098 $ | +20.082.597 $ | +32,4 % |
| BENJAMIN EDWARDS INC | 89.447.251 $ | +16.334.525 $ | +22,3 % | 73.112.726 $ | -11.727.622 $ | -13,8 % | 84.840.348 $ | -1.510.397 $ | -1,7 % | 86.350.745 $ | +14.966.309 $ | +21,0 % |
| CWM, LLC | 85.528.562 $ | +6.004.562 $ | +7,6 % | 79.524.000 $ | +19.776.000 $ | +33,1 % | 59.748.000 $ | +51.332.000 $ | +609,9 % | |||
| Private Advisor Group, LLC | 63.219.861 $ | -15.714.462 $ | -19,9 % | 78.934.323 $ | +9.021.137 $ | +12,9 % | 69.913.186 $ | +5.576.078 $ | +8,7 % | |||
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 65.639.200 $ | -12.152.644 $ | -15,6 % | 77.791.844 $ | +24.954.046 $ | +47,2 % | 52.837.798 $ | +18.669.159 $ | +54,6 % | 34.168.639 $ | +14.599.584 $ | +74,6 % |
| Equitable Holdings, Inc. | 76.014.432 $ | +2.144.389 $ | +2,9 % | 73.870.043 $ | +4.234.332 $ | +6,1 % | 69.635.711 $ | +13.417.821 $ | +23,9 % | 56.217.890 $ | +14.054.918 $ | +33,3 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 68.801.496 $ | -6.955.751 $ | -9,2 % | 75.757.247 $ | +7.003.940 $ | +10,2 % | 68.753.307 $ | +734.336 $ | +1,1 % | 68.018.971 $ | +12.473.569 $ | +22,5 % |
| Argos Wealth Advisors, LLC | 61.781.056 $ | -10.496.474 $ | -14,5 % | 72.277.530 $ | +4.809.875 $ | +7,1 % | 67.467.655 $ | |||||
| Rockefeller Capital Management L.P. | 71.708.277 $ | +3.092.511 $ | +4,5 % | 68.615.766 $ | +11.936.553 $ | +21,1 % | 56.679.213 $ | +1.273.967 $ | +2,3 % | 55.405.246 $ | -25.567.548 $ | -31,6 % |
| GOLDMAN SACHS GROUP INC | 52.713.834 $ | +8.478.551 $ | +19,2 % | 44.235.283 $ | -23.186.101 $ | -34,4 % | 67.421.384 $ | +64.363.995 $ | +2.105,2 % | 3.057.389 $ | -10.881.139 $ | -78,1 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 51.270.967 $ | -13.542.984 $ | -20,9 % | 64.813.951 $ | +64.303.914 $ | +12.607,7 % | 510.037 $ | -24.202 $ | -4,5 % | 534.239 $ | +11.700 $ | +2,2 % |
| Bluespring Wealth Management, LLC | 64.533.039 $ | +27.933.280 $ | +76,3 % | 36.599.759 $ | +492.176 $ | +1,4 % | 36.107.583 $ | +2.626.764 $ | +7,8 % | 33.480.819 $ | +4.078.325 $ | +13,9 % |
| OVERSEA-CHINESE BANKING Corp Ltd | 29.637.082 $ | -33.080.031 $ | -52,7 % | 62.717.113 $ | +6.704.661 $ | +12,0 % | 56.012.452 $ | +20.337.289 $ | +57,0 % | 35.675.163 $ | +5.003.875 $ | +16,3 % |
| Quadrature Capital Ltd | 62.213.250 $ | +37.031.162 $ | +147,1 % | 25.182.088 $ | -14.217.002 $ | -36,1 % | ||||||
| VAN ECK ASSOCIATES CORP | 53.293.679 $ | -8.904.321 $ | -14,3 % | 62.198.000 $ | +4.912.000 $ | +8,6 % | 57.286.000 $ | +5.985.000 $ | +11,7 % | 51.301.000 $ | +7.335.000 $ | +16,7 % |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 61.483.474 $ | +6.393.604 $ | +11,6 % | 55.089.870 $ | +8.767.230 $ | +18,9 % | ||||||
| Cresset Asset Management, LLC | 51.893.041 $ | -8.830.403 $ | -14,5 % | 60.723.444 $ | +7.939.685 $ | +15,0 % | 52.783.759 $ | +10.189.489 $ | +23,9 % | 42.594.270 $ | +12.625.684 $ | +42,1 % |
| Farther Finance Advisors, LLC | 57.417.483 $ | -2.988.974 $ | -4,9 % | 60.406.457 $ | +6.136.224 $ | +11,3 % | 54.270.233 $ | +12.875.385 $ | +31,1 % | 41.394.848 $ | +7.755.082 $ | +23,1 % |
| Richard C. Young & CO., LTD. | 49.643.566 $ | -9.851.424 $ | -16,6 % | 59.494.990 $ | +3.855.294 $ | +6,9 % | 55.639.696 $ | +5.880.406 $ | +11,8 % | 49.759.290 $ | -5.966.266 $ | -10,7 % |
| Parcion Private Wealth LLC | 49.924.127 $ | -8.063.015 $ | -13,9 % | 57.987.142 $ | +1.544.510 $ | +2,7 % | 56.442.632 $ | +5.632.815 $ | +11,1 % | 50.809.817 $ | +7.398.362 $ | +17,0 % |
| Greenline Partners, LLC | 41.572.002 $ | -7.486.776 $ | -15,3 % | 49.058.778 $ | -1.560.425 $ | -3,1 % | 50.619.203 $ | -5.696.695 $ | -10,1 % | 56.315.898 $ | -1.521.423 $ | -2,6 % |
| Verde Servicos Internacionais S.A. | 47.271.000 $ | -7.899.000 $ | -14,3 % | 55.170.000 $ | +23.896.000 $ | +76,4 % | 31.274.000 $ | |||||
| NEPC LLC | 52.742.822 $ | +4.874.184 $ | +10,2 % | 47.868.638 $ | -6.339.178 $ | -11,7 % | 54.207.816 $ | +7.201.387 $ | +15,3 % | 47.006.429 $ | +1.630.946 $ | +3,6 % |
| SBI Securities Co., Ltd. | 41.289.346 $ | -12.610.352 $ | -23,4 % | 53.899.698 $ | +8.348.486 $ | +18,3 % | 45.551.212 $ | +7.384.085 $ | +19,3 % | 38.167.127 $ | +13.016.423 $ | +51,8 % |
| Diversify Advisory Services, LLC | 51.270.967 $ | +6.780.720 $ | +15,2 % | 44.490.247 $ | +6.062.379 $ | +15,8 % | 38.427.868 $ | +7.297.426 $ | +23,4 % | |||
| Fullerton Fund Management Co Ltd. | 50.755.813 $ | +20.288.054 $ | +66,6 % | 30.467.759 $ | -671.034 $ | -2,2 % | 31.138.793 $ | -11.226.204 $ | -26,5 % | 42.364.997 $ | -3.782.770 $ | -8,2 % |
| Creative Planning | 36.215.661 $ | -14.436.590 $ | -28,5 % | 50.652.251 $ | +3.079.044 $ | +6,5 % | 47.573.207 $ | +44.165.388 $ | +1.296,0 % | 3.407.819 $ | +556.213 $ | +19,5 % |
| CITADEL ADVISORS LLC | 48.826.542 $ | +35.265.532 $ | +260,1 % | 13.561.010 $ | -302.139 $ | -2,2 % | 13.863.149 $ | +1.640.399 $ | +13,4 % | 12.222.750 $ | +8.826.062 $ | +259,8 % |
| Cambridge Investment Research Advisors, Inc. | 48.315.000 $ | +14.198.000 $ | +41,6 % | 34.117.000 $ | -1.476.000 $ | -4,1 % | 35.593.000 $ | -6.871.000 $ | -16,2 % | 42.464.000 $ | +11.611.000 $ | +37,6 % |
| ASSETMARK, INC | 23.294.316 $ | -10.939.582 $ | -32,0 % | 34.233.898 $ | -13.379.911 $ | -28,1 % | 47.613.809 $ | +22.941.022 $ | +93,0 % | 24.672.787 $ | +2.476.738 $ | +11,2 % |
| MBL Wealth, LLC | 41.029.643 $ | -6.323.361 $ | -13,4 % | 47.353.004 $ | +3.563.999 $ | +8,1 % | 43.789.005 $ | +4.277.351 $ | +10,8 % | 39.511.654 $ | +6.070.246 $ | +18,2 % |
| Capital Planning Advisors, LLC | 41.034.883 $ | -4.487.816 $ | -9,9 % | 45.522.699 $ | +3.679.856 $ | +8,8 % | 41.842.843 $ | +5.789.153 $ | +16,1 % | |||
| Cetera Investment Advisers | 41.104.555 $ | -4.212.770 $ | -9,3 % | 45.317.325 $ | +5.548.951 $ | +14,0 % | 39.768.374 $ | +3.348.427 $ | +9,2 % | 36.419.947 $ | +15.127.769 $ | +71,0 % |
| American Investment Services, Inc. | 39.044.858 $ | -4.459.565 $ | -10,3 % | 43.504.423 $ | -289.845 $ | -0,7 % | 43.794.268 $ | +725.805 $ | +1,7 % | 43.068.463 $ | +5.324.642 $ | +14,1 % |
| Main Street Research LLC | 43.513.413 $ | +4.045.496 $ | +10,3 % | 39.467.917 $ | +3.776.164 $ | +10,6 % | 35.691.753 $ | +6.306.885 $ | +21,5 % | |||
| Bangor Savings Bank | 37.200.725 $ | -6.178.937 $ | -14,2 % | 43.379.662 $ | +5.896.854 $ | +15,7 % | 37.482.808 $ | +4.110.242 $ | +12,3 % | 33.372.566 $ | +5.535.018 $ | +19,9 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 35.851.579 $ | -6.721.584 $ | -15,8 % | 42.573.163 $ | +16.704.642 $ | +64,6 % | 25.868.521 $ | +3.038.521 $ | +13,3 % | 22.830.000 $ | +9.935.000 $ | +77,0 % |
| Wealthfront Advisers LLC | 36.448.459 $ | -6.051.945 $ | -14,2 % | 42.500.404 $ | +12.291.803 $ | +40,7 % | 30.208.601 $ | +28.577.158 $ | +1.751,6 % | 1.631.443 $ | +1.380.043 $ | +548,9 % |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42.423.940 $ | +6.133.788 $ | +16,9 % | |||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42.386.015 $ | +3.144.776 $ | +8,0 % | 39.241.239 $ | +394.730 $ | +1,0 % | 38.846.509 $ | +10.593.571 $ | +37,5 % | 28.252.938 $ | +5.138.267 $ | +22,2 % |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 41.506.242 $ | +10.642.882 $ | +34,5 % | 30.863.360 $ | -1.646.389 $ | -5,1 % | 32.509.749 $ | -4.827.896 $ | -12,9 % | 37.337.645 $ | +2.899.907 $ | +8,4 % |
| Tradewinds Capital Management, LLC | 161.382 $ | -38.205.512 $ | -99,6 % | 38.366.894 $ | +172.868 $ | +0,5 % | 38.194.026 $ | +2.745.613 $ | +7,7 % | 35.448.413 $ | +5.238.647 $ | +17,3 % |
| Corient Private Wealth LP | 37.717.592 $ | +19.267.095 $ | +104,4 % | 18.450.497 $ | -11.172.582 $ | -37,7 % | 29.623.079 $ | +3.483.349 $ | +13,3 % | 26.139.730 $ | +5.461.814 $ | +26,4 % |
| SENTINEL PENSION ADVISORS, LLC | 33.478.830 $ | -3.764.233 $ | -10,1 % | 37.243.063 $ | +3.203.365 $ | +9,4 % | 34.039.698 $ | +4.480.888 $ | +15,2 % | 29.558.810 $ | +697.389 $ | +2,4 % |
| Evercore Wealth Management, LLC | 34.807.801 $ | -1.792.607 $ | -4,9 % | 36.600.408 $ | +6.388.136 $ | +21,1 % | 30.212.272 $ | +10.965.450 $ | +57,0 % | 19.246.822 $ | +12.142.160 $ | +170,9 % |
| FULTON BREAKEFIELD BROENNIMAN LLC | 35.826.501 $ | +4.224.518 $ | +13,4 % | 31.601.983 $ | +20.834.606 $ | +193,5 % | 10.767.377 $ | +10.488.870 $ | +3.766,1 % | 278.507 $ | +63.274 $ | +29,4 % |
| Mission Creek Capital Partners, Inc. | 35.590.671 $ | +2.632.323 $ | +8,0 % | 32.958.348 $ | +4.764.065 $ | +16,9 % | 28.194.283 $ | +3.794.832 $ | +15,6 % | |||
| China Universal Asset Management Co., Ltd. | 21.657.834 $ | -10.755.859 $ | -33,2 % | 32.413.693 $ | +14.810.399 $ | +84,1 % | 17.603.294 $ | +3.138.954 $ | +21,7 % | 14.464.340 $ | +2.067.956 $ | +16,7 % |
| Mariner, LLC | 28.258.330 $ | -3.958.324 $ | -12,3 % | 32.216.654 $ | +2.467.526 $ | +8,3 % | 29.749.128 $ | +4.440.319 $ | +17,5 % | 25.308.809 $ | +8.576.672 $ | +51,3 % |
| Evernest Financial Advisors, LLC | 21.782.528 $ | -4.128.312 $ | -15,9 % | 25.910.840 $ | -6.217.536 $ | -19,4 % | 32.128.376 $ | +4.704.610 $ | +17,2 % | 27.423.766 $ | +1.416.122 $ | +5,4 % |
| Mirae Asset Global Investments Co., Ltd. | 21.419.574 $ | -9.418.389 $ | -30,5 % | 30.837.963 $ | +4.996.464 $ | +19,3 % | 25.841.499 $ | +6.904.834 $ | +36,5 % | 18.936.665 $ | +4.443.641 $ | +30,7 % |
| TLT Family Holdco ULC | 30.004.876 $ | |||||||||||
| Baird Financial Group, Inc. | 22.995.743 $ | -4.241.399 $ | -15,6 % | 27.237.142 $ | -1.023.316 $ | -3,6 % | 28.260.458 $ | +777.600 $ | +2,8 % | 27.482.858 $ | +4.548.779 $ | +19,8 % |
| AE Wealth Management LLC | 22.038.222 $ | -1.077.775 $ | -4,7 % | 23.115.997 $ | -5.111.593 $ | -18,1 % | 28.227.590 $ | +9.777.375 $ | +53,0 % | 18.450.215 $ | +7.345.100 $ | +66,1 % |
| Austin Wealth Management, LLC | 17.373.022 $ | -1.373.323 $ | -7,3 % | 18.746.345 $ | -6.629.993 $ | -26,1 % | 25.376.338 $ | +2.903.481 $ | +12,9 % | 22.472.857 $ | +4.947.886 $ | +28,2 % |
| JANE STREET GROUP, LLC | 25.089.016 $ | |||||||||||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.008.265 $ | -46.878 $ | -0,4 % | 12.055.143 $ | -12.204.299 $ | -50,3 % | 24.259.442 $ | +1.981.391 $ | +8,9 % | 22.278.051 $ | +7.549.591 $ | +51,3 % |
| NavPoint Financial, Inc. | 20.394.341 $ | -3.443.581 $ | -14,4 % | 23.837.922 $ | +2.059.950 $ | +9,5 % | 21.777.972 $ | +2.393.310 $ | +12,3 % | 19.384.662 $ | +2.588.217 $ | +15,4 % |
| CONTINUUM WEALTH ADVISORS, LLC | 21.855.669 $ | -1.748.118 $ | -7,4 % | 23.603.787 $ | -62.826 $ | -0,3 % | 23.666.613 $ | +4.919.926 $ | +26,2 % | 18.746.687 $ | +3.835.973 $ | +25,7 % |
| Nearwater Capital Markets, Ltd | 23.613.342 $ | |||||||||||
| Composition Wealth, LLC | 19.578.380 $ | -3.686.347 $ | -15,8 % | 23.264.727 $ | +1.847.614 $ | +8,6 % | 21.417.113 $ | +2.179.235 $ | +11,3 % | 19.237.878 $ | +2.272.391 $ | +13,4 % |
| MML INVESTORS SERVICES, LLC | 17.982.753 $ | -291.312 $ | -1,6 % | 18.274.065 $ | -4.274.372 $ | -19,0 % | 22.548.437 $ | +3.574.923 $ | +18,8 % | 18.973.514 $ | +5.418.514 $ | +40,0 % |
| BANK OF NOVA SCOTIA | 22.366.940 $ | +6.725.270 $ | +43,0 % | 15.641.670 $ | -10.566.330 $ | -40,3 % | ||||||
| &PARTNERS | 22.346.252 $ | +2.038.284 $ | +10,0 % | 20.307.968 $ | +1.204.632 $ | +6,3 % | 19.103.336 $ | +2.932.436 $ | +18,1 % | 16.170.900 $ | +2.840.163 $ | +21,3 % |
| Alvarez & Marsal Private Wealth Partners, LLC | 19.060.800 $ | -3.184.800 $ | -14,3 % | 22.245.600 $ | +1.756.800 $ | +8,6 % | 20.488.800 $ | |||||
| Summitas Investment Management LLC | 16.648.480 $ | -3.711.229 $ | -18,2 % | 20.359.709 $ | -1.422.991 $ | -6,5 % | 21.782.700 $ | |||||
| Timber Creek Capital Management LLC | 18.622.842 $ | -3.044.237 $ | -14,1 % | 21.667.079 $ | +3.076.861 $ | +16,6 % | 18.590.218 $ | +1.454.826 $ | +8,5 % | 17.135.392 $ | +2.055.983 $ | +13,6 % |
| RENAISSANCE TECHNOLOGIES LLC | 20.974.822 $ | +6.960.094 $ | +49,7 % | 14.014.728 $ | +13.519.582 $ | +2.730,4 % | 495.146 $ | -15.704.609 $ | -96,9 % | 16.199.755 $ | ||
| Stratos Wealth Partners, LTD. | 20.912.295 $ | +3.659.853 $ | +21,2 % | 17.252.442 $ | +1.662.593 $ | +10,7 % | 15.589.849 $ | +5.586.782 $ | +55,9 % | |||
| Kestra Advisory Services, LLC | 20.560.097 $ | +5.026.591 $ | +32,4 % | 15.533.506 $ | +1.778.777 $ | +12,9 % | 13.754.729 $ | +2.094.575 $ | +18,0 % | 11.660.154 $ | +2.110.221 $ | +22,1 % |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 18.938.111 $ | -1.612.300 $ | -7,8 % | 20.550.411 $ | +917.439 $ | +4,7 % | 19.632.972 $ | -85.867 $ | -0,4 % | 19.718.839 $ | +1.608.399 $ | +8,9 % |
| Piedmont Capital Management, LLC | 1.260.047 $ | -19.271.880 $ | -93,9 % | 20.531.927 $ | +1.053.566 $ | +5,4 % | 19.478.361 $ | +1.368.320 $ | +7,6 % | 18.110.041 $ | +2.602.571 $ | +16,8 % |
| MCMORGAN & CO LLC | 8.411.293 $ | -2.824.403 $ | -25,1 % | 11.235.696 $ | -8.825.571 $ | -44,0 % | 20.061.267 $ | -339.951 $ | -1,7 % | 20.401.218 $ | +1.619.386 $ | +8,6 % |
| DEUTSCHE BANK AG\ | 17.071.329 $ | -3.116.553 $ | -15,4 % | 20.187.882 $ | +1.397.945 $ | +7,4 % | 18.789.937 $ | +1.963.292 $ | +11,7 % | 16.826.645 $ | +1.236.685 $ | +7,9 % |
| CoreCap Advisors, LLC | 17.050.997 $ | -2.805.796 $ | -14,1 % | 19.856.793 $ | +1.707.558 $ | +9,4 % | 18.149.235 $ | +2.179.717 $ | +13,6 % | 15.969.518 $ | +2.373.476 $ | +17,5 % |
| Virtu Financial LLC | 19.679.000 $ | -64.983.000 $ | -76,8 % | |||||||||
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 19.521.118 $ | |||||||||||
| Encompass More Asset Management | 5.511.192 $ | -13.956.303 $ | -71,7 % | 19.467.495 $ | +3.076.540 $ | +18,8 % | 16.390.955 $ | +1.634.576 $ | +11,1 % | 14.756.379 $ | +709.088 $ | +5,0 % |
| PEAK FINANCIAL ADVISORS LLC | 13.814.950 $ | -1.518.479 $ | -9,9 % | 15.333.429 $ | -1.807.843 $ | -10,5 % | 17.141.272 $ | -1.920.236 $ | -10,1 % | 19.061.508 $ | +2.764.522 $ | +17,0 % |
| Penserra Capital Management LLC | 15.494.000 $ | -672.000 $ | -4,2 % | 16.166.000 $ | -136.000 $ | -0,8 % | 16.302.000 $ | -1.815.000 $ | -10,0 % | 18.117.000 $ | +5.349.000 $ | +41,9 % |
| LTS Liquid Investments LLC | 18.072.974 $ | |||||||||||
| JOURNEY STRATEGIC WEALTH LLC | 17.413.299 $ | -631.700 $ | -3,5 % | 18.044.999 $ | +8.173.087 $ | +82,8 % | 9.871.912 $ | +1.767.809 $ | +21,8 % | |||
| ALTFEST L J & CO INC | 1.665.755 $ | -1.265.195 $ | -43,2 % | 2.930.950 $ | -14.923.161 $ | -83,6 % | 17.854.111 $ | +1.999.298 $ | +12,6 % | 15.854.813 $ | +3.072.975 $ | +24,0 % |
| MEDICI CAPITAL LLC | 1.604.284 $ | -499.779 $ | -23,8 % | 2.104.063 $ | -15.313.637 $ | -87,9 % | 17.417.700 $ | +1.819.912 $ | +11,7 % | 15.597.788 $ | +2.230.004 $ | +16,7 % |
| GOULD ASSET MANAGEMENT LLC /CA/ | 17.311.158 $ | +8.932.932 $ | +106,6 % | 8.378.226 $ | -6.162.739 $ | -42,4 % | 14.540.965 $ | -450.173 $ | -3,0 % | 14.991.138 $ | -476.676 $ | -3,1 % |
| NOTTINGHAM ADVISORS, INC. | 13.255.889 $ | -1.980.911 $ | -13,0 % | 15.236.800 $ | +1.406.177 $ | +10,2 % | 13.830.623 $ | -3.185.924 $ | -18,7 % | 17.016.547 $ | +2.530.599 $ | +17,5 % |
| NewEdge Advisors, LLC | 46.541 $ | -666.246 $ | -93,5 % | 712.787 $ | -16.272.087 $ | -95,8 % | 16.984.874 $ | +2.190.113 $ | +14,8 % | 14.794.761 $ | +4.795.752 $ | +48,0 % |
| Warren Street Wealth Advisors, LLC | 12.934.182 $ | -1.541.493 $ | -10,6 % | 14.475.675 $ | -1.999.881 $ | -12,1 % | 16.475.556 $ | +1.328.594 $ | +8,8 % | 15.146.962 $ | -786.978 $ | -4,9 % |
| Quent Capital, LLC | 15.936.886 $ | -477.113 $ | -2,9 % | 16.413.999 $ | +1.365.496 $ | +9,1 % | 15.048.503 $ | +2.493.272 $ | +19,9 % | 12.555.231 $ | +2.917.501 $ | +30,3 % |
| IHT Wealth Management, LLC | 13.697.708 $ | -2.559.103 $ | -15,7 % | 16.256.811 $ | +267.580 $ | +1,7 % | 15.989.231 $ | +3.873.588 $ | +32,0 % | 12.115.643 $ | +10.245.896 $ | +548,0 % |
| Quantum Financial Advisors, LLC | 13.203.893 $ | -2.863.455 $ | -17,8 % | 16.067.348 $ | +1.874.244 $ | +13,2 % | 14.193.104 $ | +6.523.258 $ | +85,1 % | 7.669.846 $ | +1.724.299 $ | +29,0 % |
| HARBOR INVESTMENT ADVISORY, LLC | 14.143.908 $ | -1.656.678 $ | -10,5 % | 15.800.586 $ | +148.338 $ | +0,9 % | 15.652.248 $ | +1.947.821 $ | +14,2 % | 13.704.427 $ | +1.684.521 $ | +14,0 % |
| a16z Perennial Management, L.P. | 15.733.896 $ | |||||||||||
| SAGE PRIVATE WEALTH GROUP, LLC | 14.285.678 $ | -1.064.748 $ | -6,9 % | 15.350.426 $ | +506.408 $ | +3,4 % | 14.844.018 $ | +1.799.825 $ | +13,8 % | 13.044.193 $ | +1.515.228 $ | +13,1 % |
| Copley Financial Group, Inc. | 7.060.676 $ | -8.224.183 $ | -53,8 % | 15.284.859 $ | +6.268.933 $ | +69,5 % | 9.015.926 $ | +716.285 $ | +8,6 % | 8.299.641 $ | +533.359 $ | +6,9 % |
| Peak Retirement Planning, Inc. | 2.509.517 $ | -12.697.262 $ | -83,5 % | 15.206.779 $ | +1.895.577 $ | +14,2 % | 13.311.202 $ | +13.037.066 $ | +4.755,7 % | |||
| Wealthcare Advisory Partners LLC | 13.090.521 $ | -2.078.846 $ | -13,7 % | 15.169.367 $ | +424.602 $ | +2,9 % | 14.744.765 $ | +2.617.654 $ | +21,6 % | 12.127.111 $ | +8.597.352 $ | +243,6 % |
| New Perspectives, Inc | 11.500.885 $ | -3.284.092 $ | -22,2 % | 14.784.977 $ | +1.167.527 $ | +8,6 % | 13.617.450 $ | +1.553.415 $ | +12,9 % | 12.064.035 $ | +1.897.297 $ | +18,7 % |
| Buck Wealth Strategies, LLC | 12.638.937 $ | -1.821.908 $ | -12,6 % | 14.460.845 $ | +880.892 $ | +6,5 % | 13.579.953 $ | +1.910.090 $ | +16,4 % | 11.669.863 $ | +2.499.225 $ | +27,3 % |
| Avid Wealth Partners LLC | 13.084.206 $ | -1.220.085 $ | -8,5 % | 14.304.291 $ | +973.253 $ | +7,3 % | 13.331.038 $ | +649.665 $ | +5,1 % | 12.681.373 $ | +2.426.117 $ | +23,7 % |
| McAlvany Wealth Management LLC | 10.950.827 $ | -3.258.556 $ | -22,9 % | 14.209.383 $ | +421.701 $ | +3,1 % | 13.787.682 $ | |||||
| CFS Investment Advisory Services, LLC | 4.193.928 $ | -1.234.253 $ | -22,7 % | 5.428.181 $ | -8.289.924 $ | -60,4 % | 13.718.105 $ | +97.621 $ | +0,7 % | 13.620.484 $ | +5.736.484 $ | +72,8 % |
| Alaska Permanent Fund Corp | 13.541.490 $ | +2.400.840 $ | +21,6 % | |||||||||
| LWM Advisory Services, LLC | 410.274 $ | -3.806.450 $ | -90,3 % | 4.216.724 $ | -9.235.948 $ | -68,7 % | 13.452.672 $ | +1.106.384 $ | +9,0 % | 12.346.288 $ | -4.638.437 $ | -27,3 % |
| E Fund Management Co., Ltd. | 13.396.022 $ | -10.251.129 $ | -43,4 % | |||||||||
| R. W. Roge & Company, Inc. | 11.732.000 $ | -1.592.000 $ | -11,9 % | 13.324.000 $ | +933.000 $ | +7,5 % | 12.391.000 $ | +1.263.000 $ | +11,3 % | 11.128.000 $ | +2.002.000 $ | +21,9 % |
| Alliance Wealth Advisors, LLC /UT | 13.229.784 $ | +5.781.166 $ | +77,6 % | 7.448.618 $ | +432.343 $ | +6,2 % | ||||||
| LAM GROUP, INC. | 11.165.658 $ | -1.753.011 $ | -13,6 % | 12.918.669 $ | +1.056.934 $ | +8,9 % | 11.861.735 $ | +1.613.230 $ | +15,7 % | 10.248.505 $ | +1.738.440 $ | +20,4 % |
| Apriem Advisors | 12.644.061 $ | +7.756.610 $ | +158,7 % | 4.887.451 $ | ||||||||
| Cardinal Strategic Wealth Guidance | 7.077.593 $ | -5.363.537 $ | -43,1 % | 12.441.130 $ | +1.064.638 $ | +9,4 % | 11.376.492 $ | +1.071.643 $ | +10,4 % | 10.304.849 $ | +2.026.593 $ | +24,5 % |
| AQR CAPITAL MANAGEMENT LLC | 11.056.682 $ | -1.368.213 $ | -11,0 % | 12.424.895 $ | +1.127.127 $ | +10,0 % | 11.297.768 $ | +6.250.157 $ | +123,8 % | 5.047.611 $ | +3.353.198 $ | +197,9 % |
| Brindle & Bay Financial Advisors, LLC | 551.714 $ | -11.230.043 $ | -95,3 % | 11.781.757 $ | -560.854 $ | -4,5 % | 12.342.611 $ | |||||
| Austin Private Wealth, LLC | 12.201.080 $ | +305.231 $ | +2,6 % | 11.895.849 $ | +4.711.515 $ | +65,6 % | ||||||
| PARK AVENUE SECURITIES LLC | 7.674.000 $ | -4.459.000 $ | -36,8 % | 12.133.000 $ | +4.062.000 $ | +50,3 % | 8.071.000 $ | +3.446.000 $ | +74,5 % | |||
| Accretive Wealth Partners, LLC | 11.194.328 $ | -839.707 $ | -7,0 % | 12.034.035 $ | +1.064.844 $ | +9,7 % | 10.969.191 $ | +998.506 $ | +10,0 % | 9.970.685 $ | +1.652.724 $ | +19,9 % |
| RETIREMENT INCOME SOLUTIONS, INC | 12.033.201 $ | +0 $ | +0,0 % | 12.033.201 $ | +803.119 $ | +7,2 % | 11.230.082 $ | +1.016.897 $ | +10,0 % | 10.213.185 $ | +1.353.505 $ | +15,3 % |
| Intesa Sanpaolo Wealth Management | 3.703.989 $ | -1.480.441 $ | -28,6 % | 5.184.430 $ | -6.691.988 $ | -56,3 % | 11.876.418 $ | |||||
| Plum Street Advisors, LLC | 10.966.711 $ | -874.622 $ | -7,4 % | 11.841.333 $ | +591.274 $ | +5,3 % | 11.250.059 $ | +432.919 $ | +4,0 % | 10.817.140 $ | +2.345.863 $ | +27,7 % |
| TRUIST FINANCIAL CORP | 9.036.487 $ | -639.376 $ | -6,6 % | 9.675.863 $ | -1.621.533 $ | -14,4 % | 11.297.396 $ | -475.789 $ | -4,0 % | 11.773.185 $ | +3.258.665 $ | +38,3 % |
| Henderson Brothers Financial Partners, LLC | 4.098.006 $ | -7.621.728 $ | -65,0 % | 11.719.734 $ | ||||||||
| MONEY CONCEPTS CAPITAL CORP | 11.400.503 $ | +4.575.598 $ | +67,0 % | 6.824.905 $ | +1.257.540 $ | +22,6 % | ||||||
| Wealth Advisory Solutions, LLC | 9.507.794 $ | -1.613.469 $ | -14,5 % | 11.121.263 $ | -197.875 $ | -1,7 % | 11.319.138 $ | +937.113 $ | +9,0 % | 10.382.025 $ | +1.805.038 $ | +21,0 % |
| Walkner Condon Financial Advisors LLC | 10.923.209 $ | -315.433 $ | -2,8 % | 11.238.642 $ | +541.013 $ | +5,1 % | 10.697.629 $ | +2.088.365 $ | +24,3 % | 8.609.264 $ | +2.279.442 $ | +36,0 % |
| INSPIRION WEALTH ADVISORS, LLC | 9.519.990 $ | -1.451.262 $ | -13,2 % | 10.971.252 $ | +1.315.137 $ | +13,6 % | 9.656.115 $ | +4.527.826 $ | +88,3 % | 5.128.289 $ | -1.656.766 $ | -24,4 % |
| KWB Wealth | 4.665.776 $ | -6.019.076 $ | -56,3 % | 10.684.852 $ | -176.545 $ | -1,6 % | 10.861.397 $ | +5.365.689 $ | +97,6 % | 5.495.708 $ | +691.971 $ | +14,4 % |
| AA Financial Advisors, LLC | 10.829.791 $ | +3.133.740 $ | +40,7 % | 7.696.051 $ | +5.433.661 $ | +240,2 % | 2.262.390 $ | |||||
| Pitcairn Wealth Advisors LLC | 10.767.211 $ | +3.447.418 $ | +47,1 % | 7.319.793 $ | +178.849 $ | +2,5 % | 7.140.944 $ | |||||
| Tidemark, LLC | 8.316.268 $ | -2.425.346 $ | -22,6 % | 10.741.614 $ | +413.578 $ | +4,0 % | 10.328.036 $ | +2.994.432 $ | +40,8 % | 7.333.604 $ | +2.565.306 $ | +53,8 % |
| SYNOVUS FINANCIAL CORP | 10.691.380 $ | +1.865.836 $ | +21,1 % | |||||||||
| RM Financial Services, LLC | 9.195.883 $ | -1.489.513 $ | -13,9 % | 10.685.396 $ | +1.109.528 $ | +11,6 % | 9.575.868 $ | |||||
| Napier Financial, LLC | 9.111.469 $ | -1.552.238 $ | -14,6 % | 10.663.707 $ | +800.478 $ | +8,1 % | 9.863.229 $ | |||||
| KPP Advisory Services LLC | 10.048.405 $ | -614.001 $ | -5,8 % | 10.662.406 $ | +2.604.494 $ | +32,3 % | 8.057.912 $ | +4.805.115 $ | +147,7 % | 3.252.797 $ | +802.216 $ | +32,7 % |
| StoneX Group Inc. | 541.309 $ | -10.121.079 $ | -94,9 % | 10.662.388 $ | +1.683.947 $ | +18,8 % | 8.978.441 $ | |||||
| Modern Wealth Management, LLC | 10.592.908 $ | +10.262.868 $ | +3.109,6 % | 330.040 $ | -234.085 $ | -41,5 % | 564.125 $ | +139.228 $ | +32,8 % | |||
| Stratos Wealth Advisors, LLC | 9.706.712 $ | -863.934 $ | -8,2 % | 10.570.646 $ | +3.015.828 $ | +39,9 % | 7.554.818 $ | -1.660.924 $ | -18,0 % | 9.215.742 $ | +1.248.117 $ | +15,7 % |
| Sterling Investment Advisors, Ltd. | 10.429.691 $ | +1.470.355 $ | +16,4 % | |||||||||
| Kraft, Davis & Associates, LLC | 9.219.610 $ | -1.149.540 $ | -11,1 % | 10.369.150 $ | +1.775.539 $ | +20,7 % | 8.593.611 $ | |||||
| CHATHAM CAPITAL GROUP, INC. | 7.788.084 $ | -1.230.838 $ | -13,6 % | 9.018.922 $ | -1.172.634 $ | -11,5 % | 10.191.556 $ | +991.487 $ | +10,8 % | 9.200.069 $ | +1.382.157 $ | +17,7 % |
| CreativeOne Wealth, LLC | 6.804.873 $ | -3.381.480 $ | -33,2 % | 10.186.353 $ | +1.112.205 $ | +12,3 % | 9.074.148 $ | +2.079.126 $ | +29,7 % | 6.995.022 $ | +1.516.698 $ | +27,7 % |
| FIFTH THIRD BANCORP | 9.800.756 $ | -355.625 $ | -3,5 % | 10.156.381 $ | ||||||||
| Hudson Capital Management LLC | 8.484.258 $ | -1.593.251 $ | -15,8 % | 10.077.509 $ | +290.630 $ | +3,0 % | 9.786.879 $ | +485.993 $ | +5,2 % | 9.300.886 $ | +963.256 $ | +11,6 % |
| Horst & Graben Wealth Management LLC | 3.766.905 $ | +84.214 $ | +2,3 % | 3.682.691 $ | -6.211.351 $ | -62,8 % | 9.894.042 $ | +1.129.432 $ | +12,9 % | 8.764.610 $ | +3.886.122 $ | +79,7 % |
| Arax Advisory Partners | 9.816.952 $ | +2.470.142 $ | +33,6 % | 7.346.810 $ | +7.040.811 $ | +2.300,9 % | 305.999 $ | +175.221 $ | +134,0 % | 130.778 $ | +116.691 $ | +828,4 % |
| Ameritas Advisory Services, LLC | 6.588.961 $ | +312.729 $ | +5,0 % | 6.276.232 $ | -3.409.295 $ | -35,2 % | 9.685.527 $ | +6.922.221 $ | +250,5 % | |||
| Purus Wealth Management, LLC | 8.039.369 $ | -1.611.376 $ | -16,7 % | 9.650.745 $ | +1.011.769 $ | +11,7 % | 8.638.976 $ | +1.032.238 $ | +13,6 % | 7.606.738 $ | +1.300.666 $ | +20,6 % |
| Allen Capital Group, LLC | 9.640.635 $ | +9.418.642 $ | +4.242,8 % | 221.993 $ | +17.532 $ | +8,6 % | 204.461 $ | |||||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9.377.633 $ | -196.288 $ | -2,1 % | 9.573.921 $ | +185.690 $ | +2,0 % | 9.388.231 $ | +876.343 $ | +10,3 % | 8.511.888 $ | +3.164.317 $ | +59,2 % |
| PFG Advisors | 7.637.107 $ | -1.847.119 $ | -19,5 % | 9.484.226 $ | +682.152 $ | +7,7 % | 8.802.074 $ | +1.453.700 $ | +19,8 % | 7.348.374 $ | +219.470 $ | +3,1 % |
| AAF Wealth Management, LLC | 9.334.074 $ | |||||||||||
| AIFG Consultants Ltd. | 9.330.834 $ | +586.961 $ | +6,7 % | 8.743.873 $ | +290.893 $ | +3,4 % | ||||||
| Clark Capital Management Group, Inc. | 3.991.888 $ | -2.798.859 $ | -41,2 % | 6.790.747 $ | +159.974 $ | +2,4 % | 6.630.773 $ | -2.681.449 $ | -28,8 % | 9.312.222 $ | +2.809.297 $ | +43,2 % |
| MANAGED ASSET PORTFOLIOS, LLC | 8.066.451 $ | -1.233.229 $ | -13,3 % | 9.299.680 $ | +736.813 $ | +8,6 % | 8.562.867 $ | +381.494 $ | +4,7 % | 8.181.373 $ | +1.083.853 $ | +15,3 % |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7.483.508 $ | -1.791.610 $ | -19,3 % | 9.275.118 $ | +958.031 $ | +11,5 % | 8.317.087 $ | +1.323.747 $ | +18,9 % | 6.993.340 $ | +1.757.113 $ | +33,6 % |
| Main Street Financial Solutions, LLC | 8.276.437 $ | -992.007 $ | -10,7 % | 9.268.444 $ | +558.228 $ | +6,4 % | 8.710.216 $ | +1.014.912 $ | +13,2 % | 7.695.304 $ | +1.743.402 $ | +29,3 % |
| Pinnacle Financial Partners, Inc. | 7.959.552 $ | -1.229.920 $ | -13,4 % | 9.189.472 $ | +664.936 $ | +7,8 % | 8.524.536 $ | |||||
| Zhang Financial LLC | 7.971.306 $ | -1.093.222 $ | -12,1 % | 9.064.528 $ | +691.097 $ | +8,3 % | 8.373.431 $ | +383.412 $ | +4,8 % | 7.990.019 $ | +1.117.693 $ | +16,3 % |
| Versant Capital Management, Inc | 7.525.069 $ | -1.492.926 $ | -16,6 % | 9.017.995 $ | +308.377 $ | +3,5 % | 8.709.618 $ | +652.858 $ | +8,1 % | 8.056.760 $ | +430.429 $ | +5,6 % |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 9.002.813 $ | |||||||||||
| FIDUCIENT ADVISORS LLC | 7.673.481 $ | -1.282.134 $ | -14,3 % | 8.955.615 $ | +707.251 $ | +8,6 % | 8.248.364 $ | +861.841 $ | +11,7 % | 7.386.523 $ | +1.056.046 $ | +16,7 % |
| TUDOR INVESTMENT CORP ET AL | 5.668.523 $ | -3.284.960 $ | -36,7 % | 8.953.483 $ | +1.294.770 $ | +16,9 % | 7.658.713 $ | +7.391.520 $ | +2.766,4 % | 267.193 $ | -259.064 $ | -49,2 % |
| AMJ Financial Wealth Management | 8.842.024 $ | +0 $ | +0,0 % | 8.842.024 $ | +744.637 $ | +9,2 % | 8.097.387 $ | +33.173 $ | +0,4 % | 8.064.214 $ | +895.900 $ | +12,5 % |
| ELEMENT POINTE ADVISORS, LLC | 7.613.916 $ | -1.080.313 $ | -12,4 % | 8.694.229 $ | +782.223 $ | +9,9 % | 7.912.006 $ | +1.130.203 $ | +16,7 % | 6.781.803 $ | ||
| STANSBERRY ASSET MANAGEMENT, LLC | 7.841.693 $ | -850.961 $ | -9,8 % | 8.692.654 $ | +2.392.177 $ | +38,0 % | 6.300.477 $ | +1.682.973 $ | +36,4 % | 4.617.504 $ | +1.088.728 $ | +30,9 % |
| Daiwa Securities Group Inc. | 8.273.737 $ | -416.321 $ | -4,8 % | 8.690.058 $ | +4.732.058 $ | +119,6 % | 3.958.000 $ | +3.809.000 $ | +2.556,4 % | 149.000 $ | ||
| Wilkerson Advisory Group LLC | 7.302.510 $ | -1.301.347 $ | -15,1 % | 8.603.857 $ | -26.538 $ | -0,3 % | 8.630.395 $ | |||||
| Avos Capital Management, LLC | 7.360.875 $ | -1.258.564 $ | -14,6 % | 8.619.439 $ | +160.934 $ | +1,9 % | 8.458.505 $ | +2.150.495 $ | +34,1 % | |||
| OPPENHEIMER & CO INC | 283.768 $ | -1.510.525 $ | -84,2 % | 1.794.293 $ | -6.767.266 $ | -79,0 % | 8.561.559 $ | |||||
| Brookstone Capital Management | 6.791.840 $ | -1.687.534 $ | -19,9 % | 8.479.374 $ | +1.282.512 $ | +17,8 % | 7.196.862 $ | +2.429.058 $ | +50,9 % | 4.767.804 $ | -1.857.644 $ | -28,0 % |
| JONES FINANCIAL COMPANIES LLLP | 8.476.706 $ | +362.043 $ | +4,5 % | 8.114.663 $ | +1.879.836 $ | +30,2 % | 6.234.827 $ | +1.994.982 $ | +47,1 % | 4.239.845 $ | +1.196.821 $ | +39,3 % |
| Avior Wealth Management, LLC | 7.286.706 $ | -1.167.364 $ | -13,8 % | 8.454.070 $ | +484.439 $ | +6,1 % | 7.969.631 $ | -34.837 $ | -0,4 % | 8.004.468 $ | +1.075.531 $ | +15,5 % |
| FRANKLIN RESOURCES INC | 8.187.712 $ | -257.552 $ | -3,0 % | 8.445.264 $ | +2.829.028 $ | +50,4 % | 5.616.236 $ | +1.634.490 $ | +41,0 % | 3.981.746 $ | +884.223 $ | +28,5 % |
| Integrated Advisors Network LLC | 7.422.337 $ | -932.518 $ | -11,2 % | 8.354.855 $ | +2.023.681 $ | +32,0 % | 6.331.174 $ | +965.320 $ | +18,0 % | 5.365.854 $ | +1.015.397 $ | +23,3 % |
| CABOT WEALTH MANAGEMENT INC | 7.698.578 $ | -643.522 $ | -7,7 % | 8.342.100 $ | +2.042.306 $ | +32,4 % | 6.299.794 $ | +780.409 $ | +14,1 % | 5.519.385 $ | +935.213 $ | +20,4 % |
| Advisory Services Network, LLC | 7.125.762 $ | -1.147.238 $ | -13,9 % | 8.273.000 $ | +814.179 $ | +10,9 % | 7.458.821 $ | +2.571.639 $ | +52,6 % | 4.887.182 $ | +1.318.558 $ | +36,9 % |
| Lido Advisors, LLC | 5.881.714 $ | -1.331.927 $ | -18,5 % | 7.213.641 $ | -607.728 $ | -7,8 % | 7.821.369 $ | -373.716 $ | -4,6 % | 8.195.085 $ | +4.737.441 $ | +137,0 % |
| Glenview Trust Co | 7.007.464 $ | -1.174.745 $ | -14,4 % | 8.182.209 $ | +821.181 $ | +11,2 % | 7.361.028 $ | +931.583 $ | +14,5 % | 6.429.445 $ | +975.888 $ | +17,9 % |
| Secure Asset Management, LLC | 8.174.065 $ | |||||||||||
| Beaumont Financial Advisors, LLC | 7.142.877 $ | -1.017.129 $ | -12,5 % | 8.160.006 $ | +852.686 $ | +11,7 % | 7.307.320 $ | +758.334 $ | +11,6 % | |||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6.918.197 $ | -1.222.024 $ | -15,0 % | 8.140.221 $ | +353.367 $ | +4,5 % | 7.786.854 $ | +861.172 $ | +12,4 % | 6.925.682 $ | +1.476.449 $ | +27,1 % |
| Chatterton & Associates Inc. | 5.788.606 $ | +300.315 $ | +5,5 % | 5.488.291 $ | -2.626.213 $ | -32,4 % | 8.114.504 $ | |||||
| Integrity Wealth Solutions LLC | 6.960.766 $ | -1.120.226 $ | -13,9 % | 8.080.992 $ | +382.069 $ | +5,0 % | 7.698.923 $ | +479.673 $ | +6,6 % | 7.219.250 $ | +972.573 $ | +15,6 % |
| ABOUND FINANCIAL, LLC | 51.703 $ | -9.936 $ | -16,1 % | 61.639 $ | -2.983.742 $ | -98,0 % | 3.045.381 $ | -5.027.992 $ | -62,3 % | 8.073.373 $ | +294.692 $ | +3,8 % |
| Aptus Capital Advisors, LLC | 6.826.387 $ | -1.129.937 $ | -14,2 % | 7.956.324 $ | +546.806 $ | +7,4 % | 7.409.518 $ | +1.417.826 $ | +23,7 % | 5.991.692 $ | +969.344 $ | +19,3 % |
| BRIGHT FINANCIAL ADVISORS, INC. | 7.259.067 $ | -668.338 $ | -8,4 % | 7.927.405 $ | +689.053 $ | +9,5 % | 7.238.352 $ | +905.693 $ | +14,3 % | 6.332.659 $ | +1.793.695 $ | +39,5 % |
| Transamerica Financial Advisors, LLC | 221.105 $ | -7.639.757 $ | -97,2 % | 7.860.862 $ | +505.162 $ | +6,9 % | 7.355.700 $ | -69.545 $ | -0,9 % | 7.425.245 $ | +1.397.799 $ | +23,2 % |
| Detalus Advisors, LLC | 4.103.085 $ | -574.620 $ | -12,3 % | 4.677.705 $ | -3.166.840 $ | -40,4 % | 7.844.545 $ | +887.377 $ | +12,8 % | 6.957.168 $ | +2.508.763 $ | +56,4 % |
| IMC-Chicago, LLC | 7.841.574 $ | |||||||||||
| Physician Wealth Advisors, Inc. | 3.196.179 $ | +271.025 $ | +9,3 % | 2.925.154 $ | -4.884.192 $ | -62,5 % | 7.809.346 $ | +439.030 $ | +6,0 % | 7.370.316 $ | +3.484.717 $ | +89,7 % |
| ENTREWEALTH, LLC | 7.736.978 $ | +909.803 $ | +13,3 % | 6.827.175 $ | +231.856 $ | +3,5 % | 6.595.319 $ | +1.640.518 $ | +33,1 % | 4.954.801 $ | +1.187.467 $ | +31,5 % |
| Financial Enhancement Group LLC | 3.962.979 $ | -482.040 $ | -10,8 % | 4.445.019 $ | -1.721.992 $ | -27,9 % | 6.167.011 $ | -1.568.161 $ | -20,3 % | 7.735.172 $ | +528.009 $ | +7,3 % |
| One Wealth Advisors, LLC | 3.310.722 $ | -72.950 $ | -2,2 % | 3.383.672 $ | -4.347.990 $ | -56,2 % | 7.731.662 $ | +650.634 $ | +9,2 % | 7.081.028 $ | +3.274.382 $ | +86,0 % |
| Archford Capital Strategies, LLC | 7.075.793 $ | -652.915 $ | -8,4 % | 7.728.708 $ | +10.719 $ | +0,1 % | 7.717.989 $ | +902.981 $ | +13,2 % | 6.815.008 $ | +55.484 $ | +0,8 % |
| INTEGRITY ALLIANCE, LLC. | 3.817.005 $ | -3.763.183 $ | -49,6 % | 7.580.188 $ | -14.413 $ | -0,2 % | 7.594.601 $ | +3.065.091 $ | +67,7 % | 4.529.510 $ | +1.252.200 $ | +38,2 % |
| Janney Montgomery Scott LLC | 7.559.000 $ | -11.000 $ | -0,1 % | 7.570.000 $ | +1.112.000 $ | +17,2 % | 6.458.000 $ | +1.650.000 $ | +34,3 % | |||
| Portside Wealth Group, LLC | 2.809.720 $ | -118.450 $ | -4,0 % | 2.928.170 $ | -1.040.169 $ | -26,2 % | 3.968.339 $ | -3.513.593 $ | -47,0 % | 7.481.932 $ | +2.668.178 $ | +55,4 % |
| Financial Guidance Group, Inc. | 6.228.750 $ | -1.191.870 $ | -16,1 % | 7.420.620 $ | +483.755 $ | +7,0 % | 6.936.865 $ | +1.109.657 $ | +19,0 % | 5.827.208 $ | +900.388 $ | +18,3 % |
| STAPP WEALTH MANAGEMENT, PLLC | 5.804.331 $ | -910.040 $ | -13,6 % | 6.714.371 $ | -667.402 $ | -9,0 % | 7.381.773 $ | +665.870 $ | +9,9 % | 6.715.903 $ | +924.590 $ | +16,0 % |
| PFG Private Wealth Management, LLC | 7.219.250 $ | |||||||||||
| Concurrent Investment Advisors, LLC | 892.015 $ | -6.293.235 $ | -87,6 % | 7.185.250 $ | +6.497.910 $ | +945,4 % | 687.340 $ | +178.084 $ | +35,0 % | 509.256 $ | +154.904 $ | +43,7 % |
| Gateway Wealth Partners, LLC | 3.666.509 $ | -3.403.725 $ | -48,1 % | 7.070.234 $ | +6.806.709 $ | +2.582,9 % | 263.525 $ | |||||
| John Boyer, Inc. | 7.028.939 $ | |||||||||||
| TD Waterhouse Canada Inc. | 5.444.800 $ | -1.569.346 $ | -22,4 % | 7.014.146 $ | +1.088.002 $ | +18,4 % | 5.926.144 $ | +543.247 $ | +10,1 % | 5.382.897 $ | +59.750 $ | +1,1 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.991.343 $ | +433.804 $ | +6,6 % | 6.557.539 $ | +913.814 $ | +16,2 % | 5.643.725 $ | +666.065 $ | +13,4 % | 4.977.660 $ | +1.073.323 $ | +27,5 % |
| COMERICA BANK | 6.972.087 $ | +1.212.298 $ | +21,0 % | 5.759.789 $ | +867.322 $ | +17,7 % | ||||||
| Team Financial Group, LLC | 6.234.470 $ | -698.093 $ | -10,1 % | 6.932.563 $ | +528.789 $ | +8,3 % | 6.403.774 $ | -173.449 $ | -2,6 % | 6.577.223 $ | +747.647 $ | +12,8 % |
| PALLADIEM, LLC | 4.433.939 $ | -2.473.484 $ | -35,8 % | 6.907.423 $ | +418.849 $ | +6,5 % | 6.488.574 $ | |||||
| COURIER CAPITAL LLC | 6.236.932 $ | -338.497 $ | -5,1 % | 6.575.429 $ | -316.918 $ | -4,6 % | 6.892.347 $ | +230.570 $ | +3,5 % | 6.661.777 $ | +1.232.528 $ | +22,7 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 4.460.191 $ | -1.430.677 $ | -24,3 % | 5.890.868 $ | +717.237 $ | +13,9 % | 5.173.631 $ | -1.608.062 $ | -23,7 % | 6.781.693 $ | +6.039.195 $ | +813,4 % |
| Compass Wealth Management, LLC/GA | 6.127.332 $ | -568.316 $ | -8,5 % | 6.695.648 $ | +1.059.350 $ | +18,8 % | 5.636.298 $ | +913.293 $ | +19,3 % | 4.723.005 $ | +859.618 $ | +22,3 % |
| Lynx Investment Advisory | 5.662.116 $ | -1.032.728 $ | -15,4 % | 6.694.844 $ | +748.796 $ | +12,6 % | 5.946.048 $ | +638.277 $ | +12,0 % | 5.307.771 $ | +978.406 $ | +22,6 % |
| Independent Advisor Alliance | 6.572.461 $ | +6.338.677 $ | +2.711,3 % | 233.784 $ | +33.424 $ | +16,7 % | ||||||
| Aureum Wealth Management, LLC | 6.025.992 $ | -542.392 $ | -8,3 % | 6.568.384 $ | +1.577.227 $ | +31,6 % | 4.991.157 $ | |||||
| FINANCIAL LIFE ADVISORS | 3.441.427 $ | -2.663.136 $ | -43,6 % | 6.104.563 $ | -439.645 $ | -6,7 % | 6.544.208 $ | +711.532 $ | +12,2 % | 5.832.676 $ | +1.064.065 $ | +22,3 % |
| Seven Post Investment Office LP | 6.301.818 $ | -232.920 $ | -3,6 % | 6.534.738 $ | +634.732 $ | +10,8 % | 5.900.006 $ | +638.335 $ | +12,1 % | 5.261.671 $ | +752.257 $ | +16,7 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.991.842 $ | -456.879 $ | -7,1 % | 6.448.721 $ | +510.213 $ | +8,6 % | 5.938.508 $ | +1.045.020 $ | +21,4 % | 4.893.488 $ | +964.057 $ | +24,5 % |
| DeDora Capital, Inc. | 6.142.978 $ | -211.941 $ | -3,3 % | 6.354.919 $ | +1.688.253 $ | +36,2 % | 4.666.666 $ | +3.777.170 $ | +424,6 % | 889.496 $ | +230.758 $ | +35,0 % |
| Forvis Mazars Wealth Advisors, LLC | 5.454.090 $ | -889.243 $ | -14,0 % | 6.343.333 $ | +487.463 $ | +8,3 % | 5.855.870 $ | +592.211 $ | +11,3 % | 5.263.659 $ | +668.675 $ | +14,6 % |
| Upper Left Wealth Management, LLC | 4.937.939 $ | -920.069 $ | -15,7 % | 5.858.008 $ | -477.727 $ | -7,5 % | 6.335.735 $ | +310.634 $ | +5,2 % | 6.025.101 $ | +716.605 $ | +13,5 % |
| JNBA Financial Advisors | 4.160.973 $ | -1.183.626 $ | -22,1 % | 5.344.599 $ | -899.619 $ | -14,4 % | 6.244.218 $ | +100.390 $ | +1,6 % | 6.143.828 $ | +251.417 $ | +4,3 % |
| Essex Financial Services, Inc. | 5.196.565 $ | -998.736 $ | -16,1 % | 6.195.301 $ | +354.542 $ | +6,1 % | 5.840.759 $ | +518.882 $ | +9,7 % | 5.321.877 $ | +2.049.253 $ | +62,6 % |
| Cedar Point Capital Partners, LLC | 5.182.553 $ | -480.436 $ | -8,5 % | 5.662.989 $ | -467.943 $ | -7,6 % | 6.130.932 $ | -62.589 $ | -1,0 % | 6.193.521 $ | +928.071 $ | +17,6 % |
| BUSH INVESTMENT GROUP, LLC | 2.710.163 $ | -3.454.405 $ | -56,0 % | 6.164.568 $ | +569.804 $ | +10,2 % | 5.594.764 $ | +2.240.206 $ | +66,8 % | |||
| Compass Ion Advisors, LLC | 5.333.212 $ | -787.387 $ | -12,9 % | 6.120.599 $ | +952.726 $ | +18,4 % | 5.167.873 $ | +879.028 $ | +20,5 % | 4.288.845 $ | +955.449 $ | +28,7 % |
| Financial Planning Navigators CORP | 6.025.437 $ | |||||||||||
| Segment Wealth Management, LLC | 754.490 $ | -5.270.360 $ | -87,5 % | 6.024.850 $ | +360.294 $ | +6,4 % | 5.664.556 $ | +578.490 $ | +11,4 % | 5.086.066 $ | +744.776 $ | +17,2 % |
| CERTIOR FINANCIAL GROUP, LLC | 2.017.347 $ | -303.981 $ | -13,1 % | 2.321.328 $ | -596.021 $ | -20,4 % | 2.917.349 $ | -3.104.770 $ | -51,6 % | 6.022.119 $ | +1.715.489 $ | +39,8 % |
| AMG National Trust Bank | 5.981.363 $ | +41.324 $ | +0,7 % | 5.940.039 $ | +844.900 $ | +16,6 % | 5.095.139 $ | +1.336.627 $ | +35,6 % | 3.758.512 $ | +2.038.940 $ | +118,6 % |
| PENOBSCOT WEALTH MANAGEMENT | 5.979.929 $ | +165.949 $ | +2,9 % | 5.813.980 $ | +1.149.534 $ | +24,6 % | 4.664.446 $ | +248.159 $ | +5,6 % | 4.416.287 $ | +881.549 $ | +24,9 % |
| Royal Harbor Partners, LLC | 5.109.962 $ | -834.340 $ | -14,0 % | 5.944.302 $ | +148.447 $ | +2,6 % | 5.795.855 $ | +672.864 $ | +13,1 % | 5.122.991 $ | +905.075 $ | +21,5 % |
| Vestmark Advisory Solutions, Inc. | 5.892.170 $ | +438.754 $ | +8,0 % | 5.453.416 $ | ||||||||
| Relyea Zuckerberg Hanson LLC | 5.073.230 $ | -803.361 $ | -13,7 % | 5.876.591 $ | +1.144.661 $ | +24,2 % | 4.731.930 $ | +1.590.791 $ | +50,6 % | 3.141.139 $ | +1.511.263 $ | +92,7 % |
| Wealthspire Advisors, LLC | 5.819.342 $ | +204.923 $ | +3,6 % | 5.614.419 $ | +2.897.177 $ | +106,6 % | 2.717.242 $ | +1.927.513 $ | +244,1 % | 789.729 $ | +248.140 $ | +45,8 % |
| MONECO ADVISORS, LLC | 5.288.186 $ | -434.330 $ | -7,6 % | 5.722.516 $ | +1.023.903 $ | +21,8 % | 4.698.613 $ | +521.595 $ | +12,5 % | 4.177.018 $ | +875.589 $ | +26,5 % |
| MERCER GLOBAL ADVISORS INC /ADV | 3.701.855 $ | -3.613 $ | -0,1 % | 3.705.468 $ | -1.910.085 $ | -34,0 % | 5.615.553 $ | +1.379.153 $ | +32,6 % | 4.236.400 $ | +506.295 $ | +13,6 % |
| Fortis Advisors, LLC | 4.333.490 $ | -1.267.209 $ | -22,6 % | 5.600.699 $ | +431.838 $ | +8,4 % | 5.168.861 $ | -130.462 $ | -2,5 % | |||
| BANK OF MONTREAL /CAN/ | 4.611.999 $ | -948.566 $ | -17,1 % | 5.560.565 $ | +5.286.887 $ | +1.931,8 % | 273.678 $ | +21.164 $ | +8,4 % | 252.514 $ | +47.064 $ | +22,9 % |
| KRAEMATON INVESTMENT ADVISORS, INC | 4.668.784 $ | -831.533 $ | -15,1 % | 5.500.317 $ | +430.022 $ | +8,5 % | 5.070.295 $ | +512.575 $ | +11,2 % | 4.557.720 $ | +678.674 $ | +17,5 % |
| Sankala Group LLC | 5.026.233 $ | +366.568 $ | +7,9 % | 4.659.665 $ | -759.156 $ | -14,0 % | 5.418.821 $ | |||||
| OakTrust Wealth Advisors, LLC | 4.475.761 $ | -702.137 $ | -13,6 % | 5.177.898 $ | -210.954 $ | -3,9 % | 5.388.852 $ | |||||
| Richard P Slaughter Associates Inc | 4.968.039 $ | -324.467 $ | -6,1 % | 5.292.506 $ | +714.540 $ | +15,6 % | 4.577.966 $ | +232.013 $ | +5,3 % | 4.345.953 $ | ||
| Claro Advisors Inc. | 4.506.212 $ | -752.648 $ | -14,3 % | 5.258.860 $ | ||||||||
| Catalyst Capital Advisors LLC | 4.471.346 $ | -747.101 $ | -14,3 % | 5.218.447 $ | +412.116 $ | +8,6 % | 4.806.331 $ | -40.599 $ | -0,8 % | 4.846.930 $ | +489.850 $ | +11,2 % |
| HARBOUR INVESTMENTS, INC. | 2.130.600 $ | -1.698.239 $ | -44,4 % | 3.828.839 $ | -1.356.535 $ | -26,2 % | 5.185.374 $ | +771.839 $ | +17,5 % | 4.413.535 $ | +843.470 $ | +23,6 % |
| Global Retirement Partners, LLC | 5.184.403 $ | +1.028.044 $ | +24,7 % | 4.156.359 $ | +531.680 $ | +14,7 % | 3.624.679 $ | +909.831 $ | +33,5 % | |||
| Arcus Capital Partners, LLC | 588.820 $ | -4.565.406 $ | -88,6 % | 5.154.226 $ | +3.150.491 $ | +157,2 % | 2.003.735 $ | |||||
| Baker Ellis Asset Management LLC | 3.992.841 $ | -1.074.058 $ | -21,2 % | 5.066.899 $ | -65.119 $ | -1,3 % | 5.132.018 $ | +554.192 $ | +12,1 % | 4.577.826 $ | +843.186 $ | +22,6 % |
| CI INVESTMENTS INC. | 4.370.800 $ | -730.301 $ | -14,3 % | 5.101.101 $ | +402.848 $ | +8,6 % | 4.698.253 $ | +1.064.253 $ | +29,3 % | 3.634.000 $ | +520.000 $ | +16,7 % |
| Beckerman Institutional, LLC | 3.840.934 $ | -918.144 $ | -19,3 % | 4.759.078 $ | -293.549 $ | -5,8 % | 5.052.627 $ | +227.791 $ | +4,7 % | 4.824.836 $ | +637.836 $ | +15,2 % |
| Beacon Pointe Advisors, LLC | 2.398.405 $ | -186.442 $ | -7,2 % | 2.584.847 $ | -983.449 $ | -27,6 % | 3.568.296 $ | -1.449.347 $ | -28,9 % | 5.017.643 $ | +2.828.947 $ | +129,3 % |
| Forbes Financial Planning, Inc. | 4.248.273 $ | -733.444 $ | -14,7 % | 4.981.717 $ | +680.008 $ | +15,8 % | 4.301.709 $ | |||||
| Orion Porfolio Solutions, LLC | 1.226.032 $ | -1.434.060 $ | -53,9 % | 2.660.092 $ | -2.308.937 $ | -46,5 % | 4.969.029 $ | +1.806.079 $ | +57,1 % | 3.162.950 $ | +663.493 $ | +26,5 % |
| Patten Group, Inc. | 4.240.472 $ | -723.912 $ | -14,6 % | 4.964.384 $ | +530.693 $ | +12,0 % | 4.433.691 $ | +658.131 $ | +17,4 % | 3.775.560 $ | +1.568.126 $ | +71,0 % |
| BROWN BROTHERS HARRIMAN & CO | 4.280.738 $ | -660.937 $ | -13,4 % | 4.941.675 $ | +390.259 $ | +8,6 % | 4.551.416 $ | +702.388 $ | +18,2 % | 3.849.028 $ | +477.434 $ | +14,2 % |
| Churchill Financial Advisors, LLC | 4.673.311 $ | -267.066 $ | -5,4 % | 4.940.377 $ | +765.186 $ | +18,3 % | 4.175.191 $ | |||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.926.264 $ | |||||||||||
| Prime Capital Investment Advisors, LLC | 4.521.301 $ | -403.226 $ | -8,2 % | 4.924.527 $ | +59.120 $ | +1,2 % | 4.865.407 $ | +247.368 $ | +5,4 % | 4.618.039 $ | +557.109 $ | +13,7 % |
| Marble Harbor Investment Counsel, LLC | 3.780.392 $ | -677.997 $ | -15,2 % | 4.458.389 $ | -100.369 $ | -2,2 % | 4.558.758 $ | -337.865 $ | -6,9 % | 4.896.623 $ | +547.733 $ | +12,6 % |
| NDVR, Inc. | 4.843.552 $ | +47.385 $ | +1,0 % | 4.796.167 $ | +685.704 $ | +16,7 % | ||||||
| ALLIANCEBERNSTEIN L.P. | 4.799.501 $ | +501.482 $ | +11,7 % | 4.298.019 $ | ||||||||
| Atria Investments, Inc | 2.189.801 $ | -2.577.260 $ | -54,1 % | 4.767.061 $ | +496.793 $ | +11,6 % | 4.270.268 $ | -658.933 $ | -13,4 % | |||
| Hobbs Group Advisors, LLC | 3.443.359 $ | -871.112 $ | -20,2 % | 4.314.471 $ | -436.969 $ | -9,2 % | 4.751.440 $ | +686.515 $ | +16,9 % | 4.064.925 $ | +311.968 $ | +8,3 % |
| SSI INVESTMENT MANAGEMENT LLC | 4.718.849 $ | |||||||||||
| CHOREO, LLC | 3.906.193 $ | -775.208 $ | -16,6 % | 4.681.401 $ | +474.019 $ | +11,3 % | 4.207.382 $ | +535.336 $ | +14,6 % | 3.672.046 $ | +520.403 $ | +16,5 % |
| GeoWealth Management, LLC | 622.096 $ | -4.017.508 $ | -86,6 % | 4.639.604 $ | +4.618.310 $ | +21.688,3 % | ||||||
| Joseph Group Capital Management | 4.188.214 $ | -446.008 $ | -9,6 % | 4.634.222 $ | +118.917 $ | +2,6 % | 4.515.305 $ | -10.153 $ | -0,2 % | 4.525.458 $ | +567.264 $ | +14,3 % |
| Jacobi Capital Management LLC | 3.856.559 $ | -774.510 $ | -16,7 % | 4.631.069 $ | +412.677 $ | +9,8 % | 4.218.392 $ | +1.057.442 $ | +33,5 % | |||
| Reyes Financial Architecture, Inc. | 4.597.779 $ | |||||||||||
| SCOTIA CAPITAL INC. | 3.938.720 $ | -136.774 $ | -3,4 % | 4.075.494 $ | -520.923 $ | -11,3 % | 4.596.417 $ | +139.526 $ | +3,1 % | 4.456.891 $ | +516.944 $ | +13,1 % |
| Welch Group, LLC | 4.516.378 $ | -73.724 $ | -1,6 % | 4.590.102 $ | +2.793.917 $ | +155,5 % | 1.796.185 $ | +625.659 $ | +53,5 % | 1.170.526 $ | ||
| American Trust | 4.584.569 $ | +121.219 $ | +2,7 % | 4.463.350 $ | +197.449 $ | +4,6 % | 4.265.901 $ | |||||
| Apella Capital, LLC | 3.685.919 $ | -892.212 $ | -19,5 % | 4.578.131 $ | +265.409 $ | +6,2 % | 4.312.722 $ | -227.244 $ | -5,0 % | 4.539.966 $ | +1.266.528 $ | +38,7 % |
| Omnitrust Wealth Management, Inc | 4.563.795 $ | |||||||||||
| GC Wealth Management RIA, LLC | 4.556.723 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.687.414 $ | -1.865.890 $ | -41,0 % | 4.553.304 $ | +1.721.837 $ | +60,8 % | 2.831.467 $ | -869.889 $ | -23,5 % | |||
| McNaughton Wealth Management, LLC | 2.036.249 $ | -48.164 $ | -2,3 % | 2.084.413 $ | -2.461.881 $ | -54,2 % | 4.546.294 $ | +581.826 $ | +14,7 % | 3.964.468 $ | +1.539.049 $ | +63,5 % |
| Empowered Funds, LLC | 4.539.647 $ | +485.664 $ | +12,0 % | 4.053.983 $ | +2.928.180 $ | +260,1 % | 1.125.803 $ | |||||
| Stonebridge Financial Group, LLC | 4.082.744 $ | -436.450 $ | -9,7 % | 4.519.194 $ | +3.845.369 $ | +570,7 % | 673.825 $ | +426.815 $ | +172,8 % | 247.010 $ | ||
| NOMURA ASSET MANAGEMENT CO LTD | 4.121.898 $ | -373.567 $ | -8,3 % | 4.495.465 $ | +226.965 $ | +5,3 % | 4.268.500 $ | +186.070 $ | +4,6 % | 4.082.430 $ | +1.861.302 $ | +83,8 % |
| Heritage Wealth Advisors | 4.460.307 $ | +1.658.103 $ | +59,2 % | 2.802.204 $ | +856.707 $ | +44,0 % | 1.945.497 $ | +265.508 $ | +15,8 % | 1.679.989 $ | +240.187 $ | +16,7 % |
| Bridgewater Advisors Inc. | 3.705.513 $ | -558.470 $ | -13,1 % | 4.263.983 $ | -126.844 $ | -2,9 % | 4.390.827 $ | +769.796 $ | +21,3 % | 3.621.031 $ | +591.865 $ | +19,5 % |
| Marex Group Ltd | 4.379.060 $ | +208.381 $ | +5,0 % | 4.170.679 $ | -11.512 $ | -0,3 % | 4.182.191 $ | +899.275 $ | +27,4 % | 3.282.916 $ | ||
| Arete Wealth Advisors, LLC | 2.121.700 $ | -2.243.300 $ | -51,4 % | 4.365.000 $ | +1.348.000 $ | +44,7 % | ||||||
| Thrive Capital Management, LLC | 1.738.345 $ | -2.558.578 $ | -59,5 % | 4.296.923 $ | +273.179 $ | +6,8 % | 4.023.744 $ | +353.915 $ | +9,6 % | 3.669.829 $ | +921.331 $ | +33,5 % |
| RWA WEALTH PARTNERS, LLC | 882.118 $ | -486.543 $ | -35,5 % | 1.368.661 $ | -2.879.435 $ | -67,8 % | 4.248.096 $ | -39.220 $ | -0,9 % | 4.287.316 $ | +387.697 $ | +9,9 % |
| PITCAIRN CO | 4.245.957 $ | +1.933.560 $ | +83,6 % | |||||||||
| Valmark Advisers, Inc. | 4.046.767 $ | -165.808 $ | -3,9 % | 4.212.575 $ | +750.651 $ | +21,7 % | 3.461.924 $ | +424.413 $ | +14,0 % | 3.037.511 $ | +1.104.081 $ | +57,1 % |
| Tennessee Valley Asset Management Partners | 3.698.162 $ | -447.301 $ | -10,8 % | 4.145.463 $ | -51.669 $ | -1,2 % | 4.197.132 $ | +565.191 $ | +15,6 % | 3.631.941 $ | +553.390 $ | +18,0 % |
| Larson Financial Group LLC | 4.086.991 $ | +980.486 $ | +31,6 % | 3.106.505 $ | +833.699 $ | +36,7 % | 2.272.806 $ | +1.892.391 $ | +497,5 % | 380.415 $ | +232.536 $ | +157,2 % |
| Mills Wealth Advisors LLC | 3.557.460 $ | -514.226 $ | -12,6 % | 4.071.686 $ | +398.300 $ | +10,8 % | 3.673.386 $ | +508.203 $ | +16,1 % | 3.165.183 $ | +472.442 $ | +17,5 % |
| Merit Financial Group, LLC | 2.852.131 $ | -336.497 $ | -10,6 % | 3.188.628 $ | -563.384 $ | -15,0 % | 3.752.012 $ | -314.745 $ | -7,7 % | 4.066.757 $ | +1.016.211 $ | +33,3 % |
| New England Private Wealth Advisors LLC | 3.595.572 $ | -371.204 $ | -9,4 % | 3.966.776 $ | +819.867 $ | +26,1 % | 3.146.909 $ | +342.494 $ | +12,2 % | 2.804.415 $ | +1.324.493 $ | +89,5 % |
| Shira Ridge Wealth Management | 2.095.020 $ | -1.457.788 $ | -41,0 % | 3.552.808 $ | -308.904 $ | -8,0 % | 3.861.712 $ | +529.409 $ | +15,9 % | 3.332.303 $ | +677.695 $ | +25,5 % |
| Mutual Advisors, LLC | 3.829.591 $ | +223.152 $ | +6,2 % | 3.606.439 $ | +434.212 $ | +13,7 % | 3.172.227 $ | +2.081.887 $ | +190,9 % | |||
| Mayflower Financial Advisors, LLC | 1.957.941 $ | -159.562 $ | -7,5 % | 2.117.503 $ | -1.674.462 $ | -44,2 % | 3.791.965 $ | +312.114 $ | +9,0 % | 3.479.851 $ | +1.531.810 $ | +78,6 % |
| Global Wealth Management Investment Advisory, Inc. | 2.979.481 $ | -796.246 $ | -21,1 % | 3.775.727 $ | +199.832 $ | +5,6 % | 3.575.895 $ | +29.055 $ | +0,8 % | 3.546.840 $ | +644.590 $ | +22,2 % |
| Vertex Planning Partners, LLC | 2.306.924 $ | +229.549 $ | +11,0 % | 2.077.375 $ | -1.687.789 $ | -44,8 % | 3.765.164 $ | +390.809 $ | +11,6 % | 3.374.355 $ | +1.843.742 $ | +120,5 % |
| Hutchinson Financial Advisors, INC | 3.724.950 $ | +2.361.544 $ | +173,2 % | |||||||||
| Ashton Thomas Private Wealth, LLC | 2.204.896 $ | -908.421 $ | -29,2 % | 3.113.317 $ | -590.375 $ | -15,9 % | 3.703.692 $ | +897.748 $ | +32,0 % | 2.805.944 $ | +943.931 $ | +50,7 % |
| Collaborative Wealth Managment Inc. | 3.691.203 $ | +133.853 $ | +3,8 % | 3.557.350 $ | +791.533 $ | +28,6 % | 2.765.817 $ | +804.722 $ | +41,0 % | 1.961.095 $ | +912.644 $ | +87,0 % |
| Envestnet Portfolio Solutions, Inc. | 271.457 $ | -3.376.265 $ | -92,6 % | 3.647.722 $ | +3.397.588 $ | +1.358,3 % | 250.134 $ | -9.490 $ | -3,7 % | 259.624 $ | -57.362 $ | -18,1 % |
| Legacy Capital Wealth Partners, LLC | 3.101.104 $ | -504.348 $ | -14,0 % | 3.605.452 $ | +280.294 $ | +8,4 % | 3.325.158 $ | +540.470 $ | +19,4 % | 2.784.688 $ | +627.641 $ | +29,1 % |
| Graetz Wealth LLC | 998.829 $ | -781.874 $ | -43,9 % | 1.780.703 $ | -1.712.776 $ | -49,0 % | 3.493.479 $ | |||||
| American National Bank of Texas | 2.794.313 $ | -492.196 $ | -15,0 % | 3.286.509 $ | -103.278 $ | -3,0 % | 3.389.787 $ | -103.061 $ | -3,0 % | 3.492.848 $ | ||
| CITIZENS FINANCIAL GROUP INC/RI | 2.922.894 $ | -567.255 $ | -16,3 % | 3.490.149 $ | +740.637 $ | +26,9 % | 2.749.512 $ | |||||
| Steward Partners Investment Advisory, LLC | 2.342.811 $ | -729.492 $ | -23,7 % | 3.072.303 $ | -416.598 $ | -11,9 % | 3.488.901 $ | +267.909 $ | +8,3 % | 3.220.992 $ | +610.085 $ | +23,4 % |
| Sage Mountain Advisors LLC | 1.100.523 $ | -2.367.566 $ | -68,3 % | 3.468.089 $ | +1.231.993 $ | +55,1 % | 2.236.096 $ | +1.176.805 $ | +111,1 % | 1.059.291 $ | +349.709 $ | +49,3 % |
| Magnolia Private Wealth, LLC | 3.048.033 $ | -412.826 $ | -11,9 % | 3.460.859 $ | +870.050 $ | +33,6 % | 2.590.809 $ | +398.232 $ | +18,2 % | 2.192.577 $ | +458.787 $ | +26,5 % |
| Western Wealth Management, LLC | 2.853.885 $ | -556.273 $ | -16,3 % | 3.410.158 $ | +240.364 $ | +7,6 % | 3.169.794 $ | +1.294.390 $ | +69,0 % | 1.875.404 $ | +572.082 $ | +43,9 % |
| Rakuten Securities, Inc. | 2.628.008 $ | -781.594 $ | -22,9 % | 3.409.602 $ | +854.990 $ | +33,5 % | 2.554.612 $ | +1.240.742 $ | +94,4 % | 1.313.870 $ | +252.249 $ | +23,8 % |
| Paul R. Ried Financial Group, LLC | 2.453.999 $ | -572.793 $ | -18,9 % | 3.026.792 $ | -326.029 $ | -9,7 % | 3.352.821 $ | -46.528 $ | -1,4 % | 3.399.349 $ | +323.578 $ | +10,5 % |
| BlackDiamond Wealth Management, LLC | 1.960.864 $ | -320.793 $ | -14,1 % | 2.281.657 $ | -1.086.164 $ | -32,3 % | 3.367.821 $ | +824.559 $ | +32,4 % | 2.543.262 $ | +596.581 $ | +30,6 % |
| Heritage Family Offices, LLP | 3.318.487 $ | +719.089 $ | +27,7 % | 2.599.398 $ | +2.257.155 $ | +659,5 % | 342.243 $ | |||||
| Pacific Excel Wealth Advisors, Inc. | 3.318.485 $ | |||||||||||
| Clear Harbor Asset Management, LLC | 2.653.343 $ | -658.378 $ | -19,9 % | 3.311.721 $ | +255.134 $ | +8,3 % | 3.056.587 $ | +193.764 $ | +6,8 % | 2.862.823 $ | ||
| BOOTHBAY FUND MANAGEMENT, LLC | 2.509.672 $ | -753.016 $ | -23,1 % | 3.262.688 $ | +1.333.326 $ | +69,1 % | 1.929.362 $ | +331.557 $ | +20,8 % | 1.597.805 $ | +516.725 $ | +47,8 % |
| HORIZON FINANCIAL SERVICES, LLC | 2.843.865 $ | -357.331 $ | -11,2 % | 3.201.196 $ | +74.510 $ | +2,4 % | 3.126.686 $ | -118.463 $ | -3,7 % | 3.245.149 $ | +437.369 $ | +15,6 % |
| IFP Advisors, Inc | 2.156.888 $ | -244.061 $ | -10,2 % | 2.400.949 $ | -827.488 $ | -25,6 % | 3.228.437 $ | +617.287 $ | +23,6 % | 2.611.150 $ | +597.721 $ | +29,7 % |
| Milestones Private Investment Advisors LLC | 1.550.517 $ | -1.660.635 $ | -51,7 % | 3.211.152 $ | +69.024 $ | +2,2 % | 3.142.128 $ | +377.467 $ | +13,7 % | 2.764.661 $ | +547.857 $ | +24,7 % |
| SENTINEL TRUST CO LBA | 3.152.000 $ | +2.563.000 $ | +435,1 % | 589.000 $ | +46.000 $ | +8,5 % | 543.000 $ | |||||
| Hudson Oak Wealth Advisory LLC | 2.643.495 $ | -491.559 $ | -15,7 % | 3.135.054 $ | +261.244 $ | +9,1 % | 2.873.810 $ | |||||
| Simplicity Wealth,LLC | 3.101.351 $ | +514.466 $ | +19,9 % | 2.586.885 $ | +144.962 $ | +5,9 % | 2.441.923 $ | +211.724 $ | +9,5 % | 2.230.199 $ | +756.523 $ | +51,3 % |
| Financial Planning Hawaii, Inc. | 2.640.715 $ | -441.228 $ | -14,3 % | 3.081.943 $ | +266.440 $ | +9,5 % | 2.815.503 $ | |||||
| Genesis Wealth Advisors, LLC | 2.121.910 $ | -952.300 $ | -31,0 % | 3.074.210 $ | +313.295 $ | +11,3 % | 2.760.915 $ | +336.029 $ | +13,9 % | 2.424.886 $ | +381.017 $ | +18,6 % |
| Gotham Asset Management, LLC | 3.049.594 $ | +76.754 $ | +2,6 % | 2.972.840 $ | +369.182 $ | +14,2 % | 2.603.658 $ | |||||
| WBH ADVISORY INC | 2.487.911 $ | -545.720 $ | -18,0 % | 3.033.631 $ | +44.315 $ | +1,5 % | 2.989.316 $ | +122.059 $ | +4,3 % | 2.867.257 $ | +476.760 $ | +19,9 % |
| Destiny Capital Corp/CO | 3.022.288 $ | +1.867.046 $ | +161,6 % | 1.155.242 $ | +268.418 $ | +30,3 % | 886.824 $ | -50.071 $ | -5,3 % | 936.895 $ | +161.400 $ | +20,8 % |
| Daviman Financial, LLC | 1.464.137 $ | -95.313 $ | -6,1 % | 1.559.450 $ | -1.460.117 $ | -48,4 % | 3.019.567 $ | |||||
| Matrix Trust Co | 688.000 $ | -57.000 $ | -7,7 % | 745.000 $ | -498.000 $ | -40,1 % | 1.243.000 $ | -1.726.000 $ | -58,1 % | 2.969.000 $ | +598.000 $ | +25,2 % |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 1.399.622 $ | -1.524.101 $ | -52,1 % | 2.923.723 $ | -26.154 $ | -0,9 % | 2.949.877 $ | |||||
| Leo Wealth, LLC | 2.948.994 $ | +184.653 $ | +6,7 % | 2.764.341 $ | +592.181 $ | +27,3 % | 2.172.160 $ | +151.207 $ | +7,5 % | |||
| WFA of San Diego, LLC | 2.590.621 $ | -309.742 $ | -10,7 % | 2.900.363 $ | -3.156 $ | -0,1 % | 2.903.519 $ | +240.536 $ | +9,0 % | 2.662.983 $ | +407.391 $ | +18,1 % |
| GUGGENHEIM CAPITAL LLC | 2.495.138 $ | -335.800 $ | -11,9 % | 2.830.938 $ | +667.662 $ | +30,9 % | 2.163.276 $ | +296.217 $ | +15,9 % | 1.867.059 $ | +267.964 $ | +16,8 % |
| DV Trading LLC | 2.801.370 $ | +765.637 $ | +37,6 % | 2.035.733 $ | ||||||||
| CAPTRUST FINANCIAL ADVISORS | 2.358.405 $ | -435.768 $ | -15,6 % | 2.794.173 $ | +1.327.802 $ | +90,6 % | 1.466.371 $ | +77.163 $ | +5,6 % | 1.389.208 $ | +156.203 $ | +12,7 % |
| Vantage Point Financial LLC | 900.391 $ | -1.888.732 $ | -67,7 % | 2.789.123 $ | +744.391 $ | +36,4 % | 2.044.732 $ | +572.039 $ | +38,8 % | |||
| KICKSTAND VENTURES, LLC. | 1.982.006 $ | -618.412 $ | -23,8 % | 2.600.418 $ | -174.961 $ | -6,3 % | 2.775.379 $ | +498.851 $ | +21,9 % | 2.276.528 $ | +478.856 $ | +26,6 % |
| Sovran Advisors, LLC | 1.649.292 $ | -185.418 $ | -10,1 % | 1.834.710 $ | -924.889 $ | -33,5 % | 2.759.599 $ | +107.840 $ | +4,1 % | 2.651.759 $ | +696.495 $ | +35,6 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.201.920 $ | -289.865 $ | -11,6 % | 2.491.785 $ | -254.056 $ | -9,3 % | 2.745.841 $ | +359.072 $ | +15,0 % | 2.386.769 $ | +772.815 $ | +47,9 % |
| FORBES J M & CO LLP | 2.319.938 $ | -387.630 $ | -14,3 % | 2.707.568 $ | +213.825 $ | +8,6 % | 2.493.743 $ | +298.787 $ | +13,6 % | 2.194.956 $ | +313.811 $ | +16,7 % |
| Brown Financial Advisors | 2.687.547 $ | +426.949 $ | +18,9 % | 2.260.598 $ | +146.679 $ | +6,9 % | 2.113.919 $ | +260.882 $ | +14,1 % | |||
| PDS Planning, Inc | 2.286.278 $ | -382.006 $ | -14,3 % | 2.668.284 $ | +235.651 $ | +9,7 % | 2.432.633 $ | +272.142 $ | +12,6 % | 2.160.491 $ | +396.026 $ | +22,4 % |
| Aspetuck Financial Management LLC | 2.309.216 $ | -351.913 $ | -13,2 % | 2.661.129 $ | +245.585 $ | +10,2 % | 2.415.544 $ | +264.776 $ | +12,3 % | 2.150.768 $ | +302.318 $ | +16,4 % |
| BCM ADVISORS, LLC | 2.658.619 $ | +978.901 $ | +58,3 % | 1.679.718 $ | +905.235 $ | +116,9 % | 774.483 $ | |||||
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.638.000 $ | +1.226.000 $ | +86,8 % | 1.412.000 $ | ||||||||
| Headlands Technologies LLC | 2.483.384 $ | -124.072 $ | -4,8 % | 2.607.456 $ | +633.135 $ | +32,1 % | 1.974.321 $ | +1.045.575 $ | +112,6 % | |||
| Choate Investment Advisors | 2.191.833 $ | -366.226 $ | -14,3 % | 2.558.059 $ | -47.519 $ | -1,8 % | 2.605.578 $ | +585.388 $ | +29,0 % | 2.020.190 $ | +318.177 $ | +18,7 % |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 2.579.403 $ | +871.590 $ | +51,0 % | 1.707.813 $ | +349.581 $ | +25,7 % | 1.358.232 $ | +356.643 $ | +35,6 % | 1.001.589 $ | +62.818 $ | +6,7 % |
| FIDUCIARY TRUST CO | 2.366.642 $ | -204.492 $ | -8,0 % | 2.571.134 $ | +482.275 $ | +23,1 % | 2.088.859 $ | +1.579.702 $ | +310,3 % | 509.157 $ | +79.804 $ | +18,6 % |
| Caitlin John, LLC | 931.279 $ | -1.624.925 $ | -63,6 % | 2.556.204 $ | +242.079 $ | +10,5 % | 2.314.125 $ | +817.310 $ | +54,6 % | 1.496.815 $ | +225.596 $ | +17,7 % |
| MISSION WEALTH MANAGEMENT, LP | 1.615.110 $ | -657.023 $ | -28,9 % | 2.272.133 $ | -70.250 $ | -3,0 % | 2.342.383 $ | -196.446 $ | -7,7 % | 2.538.829 $ | ||
| Visionary Wealth Advisors | 2.526.668 $ | +511.587 $ | +25,4 % | 2.015.081 $ | -186.270 $ | -8,5 % | 2.201.351 $ | -26.708 $ | -1,2 % | 2.228.059 $ | +397.299 $ | +21,7 % |
| Sigma Planning Corp | 2.518.667 $ | +723.887 $ | +40,3 % | 1.794.780 $ | +951.615 $ | +112,9 % | 843.165 $ | +57.853 $ | +7,4 % | 785.312 $ | +41.523 $ | +5,6 % |
| Allworth Financial LP | 2.263.218 $ | -245.513 $ | -9,8 % | 2.508.731 $ | +168.397 $ | +7,2 % | 2.340.334 $ | +390.247 $ | +20,0 % | 1.950.087 $ | +269.110 $ | +16,0 % |
| Summit Financial, LLC | 1.548.452 $ | -932.025 $ | -37,6 % | 2.480.477 $ | +1.709.074 $ | +221,6 % | 771.403 $ | -420.453 $ | -35,3 % | 1.191.856 $ | ||
| Focus Financial Network, Inc. | 866.472 $ | -591.912 $ | -40,6 % | 1.458.384 $ | -1.014.614 $ | -41,0 % | 2.472.998 $ | +265.963 $ | +12,1 % | 2.207.035 $ | +507.643 $ | +29,9 % |
| Maia Wealth LLC | 1.129.670 $ | -458.110 $ | -28,9 % | 1.587.780 $ | -664.238 $ | -29,5 % | 2.252.018 $ | -216.148 $ | -8,8 % | 2.468.166 $ | +1.200.485 $ | +94,7 % |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 2.113.000 $ | -353.000 $ | -14,3 % | 2.466.000 $ | ||||||||
| WCG Wealth Advisors LLC | 2.085.495 $ | -372.555 $ | -15,2 % | 2.458.050 $ | +115.794 $ | +4,9 % | 2.342.256 $ | +1.026.011 $ | +77,9 % | 1.316.245 $ | +180.720 $ | +15,9 % |
| FLOW TRADERS U.S. LLC | 2.458.000 $ | |||||||||||
| NWAM LLC | 2.441.609 $ | +969.414 $ | +65,8 % | 1.472.195 $ | -7.792 $ | -0,5 % | 1.479.987 $ | -330.880 $ | -18,3 % | 1.810.867 $ | +605.592 $ | +50,2 % |
| UPTICK PARTNERS, LLC | 2.431.274 $ | +138.587 $ | +6,0 % | 2.292.687 $ | +165.778 $ | +7,8 % | 2.126.909 $ | +535.143 $ | +33,6 % | 1.591.766 $ | +178.959 $ | +12,7 % |
| Focus Partners Advisor Solutions, LLC | 1.972.396 $ | -456.453 $ | -18,8 % | 2.428.849 $ | +1.942.844 $ | +399,8 % | 486.005 $ | +25.465 $ | +5,5 % | |||
| Gradient Capital Advisors, LLC | 2.028.943 $ | -370.152 $ | -15,4 % | 2.399.095 $ | +24.272 $ | +1,0 % | 2.374.823 $ | +64.504 $ | +2,8 % | 2.310.319 $ | +344.522 $ | +17,5 % |
| FIDELIS CAPITAL PARTNERS, LLC | 2.382.838 $ | +87.092 $ | +3,8 % | 2.295.746 $ | ||||||||
| Bravias Capital Group, LLC | 2.172.852 $ | -196.861 $ | -8,3 % | 2.369.713 $ | +254.842 $ | +12,1 % | 2.114.871 $ | +454.912 $ | +27,4 % | 1.659.959 $ | +612.425 $ | +58,5 % |
| LifeGoal Investments, LLC | 2.169.993 $ | -189.016 $ | -8,0 % | 2.359.009 $ | ||||||||
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1.615.641 $ | -742.115 $ | -31,5 % | 2.357.756 $ | +186.199 $ | +8,6 % | 2.171.557 $ | +226.898 $ | +11,7 % | 1.944.659 $ | +278.027 $ | +16,7 % |
| RCW Management, LLC | 1.833.093 $ | -498.617 $ | -21,4 % | 2.331.710 $ | -24.246 $ | -1,0 % | 2.355.956 $ | |||||
| WHITTIER TRUST CO OF NEVADA INC | 2.075.955 $ | -273.360 $ | -11,6 % | 2.349.315 $ | +80.835 $ | +3,6 % | 2.268.480 $ | +307.020 $ | +15,7 % | 1.961.460 $ | +290.700 $ | +17,4 % |
| Wallace Advisory Group, LLC | 896.254 $ | -170.886 $ | -16,0 % | 1.067.140 $ | -298.182 $ | -21,8 % | 1.365.322 $ | -977.018 $ | -41,7 % | 2.342.340 $ | +525.559 $ | +28,9 % |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 2.341.740 $ | +334.797 $ | +16,7 % | |||||||||
| One Charles Private Wealth Services, LLC | 1.954.013 $ | -382.702 $ | -16,4 % | 2.336.715 $ | +119.144 $ | +5,4 % | 2.217.571 $ | +240.880 $ | +12,2 % | 1.976.691 $ | +318.380 $ | +19,2 % |
| Integrated Wealth Concepts LLC | 2.316.710 $ | +1.034.608 $ | +80,7 % | 1.282.102 $ | -71.196 $ | -5,3 % | 1.353.298 $ | +257.106 $ | +23,5 % | 1.096.192 $ | +359.770 $ | +48,9 % |
| Quantinno Capital Management LP | 1.613.973 $ | -698.643 $ | -30,2 % | 2.312.616 $ | +1.344.691 $ | +138,9 % | 967.925 $ | |||||
| Fourth Dimension Wealth, LLC | 2.307.784 $ | |||||||||||
| Certified Advisory Corp | 2.071.194 $ | -232.616 $ | -10,1 % | 2.303.810 $ | +236.917 $ | +11,5 % | 2.066.893 $ | |||||
| SeaCrest Wealth Management, LLC | 2.147.442 $ | +90.073 $ | +4,4 % | 2.057.369 $ | -234.246 $ | -10,2 % | 2.291.615 $ | +246.343 $ | +12,0 % | |||
| Curry Webb Wealth Management LLC | 1.873.597 $ | -339.562 $ | -15,3 % | 2.213.159 $ | -72.452 $ | -3,2 % | 2.285.611 $ | |||||
| Kingsview Wealth Management, LLC | 1.819.909 $ | -250.693 $ | -12,1 % | 2.070.602 $ | +139.362 $ | +7,2 % | 1.931.240 $ | -326.634 $ | -14,5 % | 2.257.874 $ | +521.201 $ | +30,0 % |
| Brown Miller Wealth Management, LLC | 2.061.584 $ | -182.348 $ | -8,1 % | 2.243.932 $ | +45.399 $ | +2,1 % | 2.198.533 $ | +328.337 $ | +17,6 % | 1.870.196 $ | +313.900 $ | +20,2 % |
| WNY Asset Management, LLC | 363.823 $ | -1.878.255 $ | -83,8 % | 2.242.078 $ | ||||||||
| Arkadios Wealth Advisors | 1.939.437 $ | -291.148 $ | -13,1 % | 2.230.585 $ | +1.414.789 $ | +173,4 % | 815.796 $ | +177.592 $ | +27,8 % | 638.204 $ | +346.312 $ | +118,6 % |
| CIBC Bancorp USA Inc. | 1.828.248 $ | -397.332 $ | -17,9 % | 2.225.580 $ | ||||||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 2.225.348 $ | |||||||||||
| Q3 Asset Management | 2.223.000 $ | +306.000 $ | +16,0 % | 1.917.000 $ | +401.000 $ | +26,5 % | 1.516.000 $ | +150.000 $ | +11,0 % | |||
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 2.222.614 $ | +175.527 $ | +8,6 % | 2.047.087 $ | +528.484 $ | +34,8 % | 1.518.603 $ | +404.697 $ | +36,3 % | |||
| Tradition Wealth Management, LLC | 766.006 $ | -32.426 $ | -4,1 % | 798.432 $ | -1.401.297 $ | -63,7 % | 2.199.729 $ | +218.909 $ | +11,1 % | 1.980.820 $ | +812.074 $ | +69,5 % |
| MYECFO, LLC | 2.116.593 $ | -81.365 $ | -3,7 % | 2.197.958 $ | +292.243 $ | +15,3 % | 1.905.715 $ | +165.866 $ | +9,5 % | 1.739.849 $ | +405.993 $ | +30,4 % |
| Sargent Investment Group, LLC | 1.946.346 $ | -243.455 $ | -11,1 % | 2.189.801 $ | +192.997 $ | +9,7 % | 1.996.804 $ | +139.069 $ | +7,5 % | 1.857.735 $ | +280.294 $ | +17,8 % |
| Clark Asset Management, LLC | 2.153.832 $ | +823.730 $ | +61,9 % | 1.330.102 $ | +129.629 $ | +10,8 % | 1.200.473 $ | +143.399 $ | +13,6 % | 1.057.074 $ | +97.403 $ | +10,1 % |
| Signal Advisors Wealth, LLC | 1.254.518 $ | -887.177 $ | -41,4 % | 2.141.695 $ | +1.021.384 $ | +91,2 % | 1.120.311 $ | +276.150 $ | +32,7 % | 844.161 $ | +357.085 $ | +73,3 % |
| SHP Wealth Management | 2.139.725 $ | +185.644 $ | +9,5 % | 1.954.081 $ | +729.372 $ | +59,6 % | 1.224.709 $ | |||||
| Mattson Financial Services, LLC | 1.740.499 $ | -368.940 $ | -17,5 % | 2.109.439 $ | +863.976 $ | +69,4 % | 1.245.463 $ | +35.565 $ | +2,9 % | 1.209.898 $ | +187.458 $ | +18,3 % |
| Wealth Management Nebraska | 1.863.829 $ | -237.639 $ | -11,3 % | 2.101.468 $ | +481.492 $ | +29,7 % | 1.619.976 $ | +593.566 $ | +57,8 % | |||
| PECAUT & CO. | 1.768.525 $ | -294.013 $ | -14,3 % | 2.062.538 $ | +237.242 $ | +13,0 % | 1.825.296 $ | +222.675 $ | +13,9 % | 1.602.621 $ | +295.694 $ | +22,6 % |
| Merkkuri Wealth Advisors LLC | 1.601.242 $ | -48.502 $ | -2,9 % | 1.649.744 $ | -401.868 $ | -19,6 % | 2.051.612 $ | +275.755 $ | +15,5 % | 1.775.857 $ | +564.654 $ | +46,6 % |
| HOLLENCREST CAPITAL MANAGEMENT | 1.739.457 $ | -290.917 $ | -14,3 % | 2.030.374 $ | +160.344 $ | +8,6 % | 1.870.030 $ | +195.622 $ | +11,7 % | 1.674.408 $ | +240.110 $ | +16,7 % |
| PGIM Custom Harvest LLC | 1.699.906 $ | -330.376 $ | -16,3 % | 2.030.282 $ | +116.457 $ | +6,1 % | 1.913.825 $ | +193.547 $ | +11,3 % | 1.720.278 $ | +288.469 $ | +20,1 % |
| Biltmore Family Office, LLC | 1.082.177 $ | -180.817 $ | -14,3 % | 1.262.994 $ | -753.958 $ | -37,4 % | 2.016.952 $ | +96.069 $ | +5,0 % | 1.920.883 $ | +274.627 $ | +16,7 % |
| Waverly Advisors, LLC | 2.014.250 $ | +290.401 $ | +16,8 % | 1.723.849 $ | +176.262 $ | +11,4 % | 1.547.587 $ | +238.839 $ | +18,2 % | 1.308.748 $ | +289.715 $ | +28,4 % |
| Apollon Wealth Management, LLC | 1.110.689 $ | -458.182 $ | -29,2 % | 1.568.871 $ | -419.567 $ | -21,1 % | 1.988.438 $ | +604.081 $ | +43,6 % | 1.384.357 $ | -335.150 $ | -19,5 % |
| THEORY FINANCIAL LLC | 672.687 $ | +32.755 $ | +5,1 % | 639.932 $ | -1.346.559 $ | -67,8 % | 1.986.491 $ | +166.174 $ | +9,1 % | 1.820.317 $ | +951.086 $ | +109,4 % |
| Perennial Investment Advisors, LLC | 1.554.587 $ | -431.719 $ | -21,7 % | 1.986.306 $ | +171.373 $ | +9,4 % | 1.814.933 $ | +424.791 $ | +30,6 % | |||
| Apeiron RIA LLC | 853.130 $ | -840.131 $ | -49,6 % | 1.693.261 $ | -209.945 $ | -11,0 % | 1.903.206 $ | -76.819 $ | -3,9 % | 1.980.025 $ | +687.251 $ | +53,2 % |
| Astoria Portfolio Advisors LLC. | 907.179 $ | -69.007 $ | -7,1 % | 976.186 $ | -999.768 $ | -50,6 % | 1.975.954 $ | +226.628 $ | +13,0 % | 1.749.326 $ | +381.766 $ | +27,9 % |
| BROWN ADVISORY INC | 1.700.938 $ | -269.188 $ | -13,7 % | 1.970.126 $ | +157.294 $ | +8,7 % | 1.812.832 $ | +548.273 $ | +43,4 % | 1.264.559 $ | +180.793 $ | +16,7 % |
| Pacific Capital Wealth Advisors, Inc. | 1.967.710 $ | +1.213.770 $ | +161,0 % | 753.940 $ | +334.005 $ | +79,5 % | 419.935 $ | +180.646 $ | +75,5 % | 239.289 $ | ||
| Lloyd Advisory Services, LLC. | 77.911 $ | +34.439 $ | +79,2 % | 43.472 $ | -1.923.453 $ | -97,8 % | 1.966.925 $ | |||||
| CARRET ASSET MANAGEMENT, LLC | 1.677.668 $ | -280.316 $ | -14,3 % | 1.957.984 $ | +114.077 $ | +6,2 % | 1.843.907 $ | +191.899 $ | +11,6 % | 1.652.008 $ | +236.186 $ | +16,7 % |
| Advisor OS, LLC | 1.136.262 $ | -803.740 $ | -41,4 % | 1.940.002 $ | ||||||||
| VALICENTI ADVISORY SERVICES INC | 1.736.000 $ | -119.000 $ | -6,4 % | 1.855.000 $ | +388.000 $ | +26,4 % | 1.467.000 $ | -469.000 $ | -24,2 % | 1.936.000 $ | +381.000 $ | +24,5 % |
| Quartz Partners, LLC | 1.530.326 $ | -259.951 $ | -14,5 % | 1.790.277 $ | -145.446 $ | -7,5 % | 1.935.723 $ | +343.255 $ | +21,6 % | 1.592.468 $ | +60.011 $ | +3,9 % |
| Hegarty Advisors, LLC | 1.679.415 $ | -247.610 $ | -12,8 % | 1.927.025 $ | ||||||||
| CIBC Private Wealth Group LLC | 1.918.264 $ | +219.163 $ | +12,9 % | 1.699.101 $ | +272.075 $ | +19,1 % | ||||||
| B.O.S.S. Retirement Advisors, LLC | 427.915 $ | -47.585 $ | -10,0 % | 475.500 $ | -1.435.849 $ | -75,1 % | 1.911.349 $ | +1.443.857 $ | +308,9 % | 467.492 $ | ||
| IFG Advisory, LLC | 1.899.142 $ | +176.107 $ | +10,2 % | 1.723.035 $ | +535.357 $ | +45,1 % | ||||||
| Petix & Botte Co | 1.595.706 $ | -300.174 $ | -15,8 % | 1.895.880 $ | +231.162 $ | +13,9 % | 1.664.718 $ | +208.802 $ | +14,3 % | 1.455.916 $ | +170.152 $ | +13,2 % |
| Prosperity Consulting Group, LLC | 593.029 $ | -61.177 $ | -9,4 % | 654.206 $ | -222.800 $ | -25,4 % | 877.006 $ | -1.016.355 $ | -53,7 % | 1.893.361 $ | +258.440 $ | +15,8 % |
| HSBC HOLDINGS PLC | 792.221 $ | -1.091.553 $ | -57,9 % | 1.883.774 $ | +1.040.301 $ | +123,3 % | 843.473 $ | -604.060 $ | -41,7 % | |||
| Robinson Value Management, Ltd. | 1.827.476 $ | -42.042 $ | -2,2 % | 1.869.518 $ | +200.156 $ | +12,0 % | 1.669.362 $ | +220.977 $ | +15,3 % | |||
| EAGLE GLOBAL ADVISORS LLC | 1.596.342 $ | -266.727 $ | -14,3 % | 1.863.069 $ | +147.132 $ | +8,6 % | 1.715.937 $ | +179.292 $ | +11,7 % | 1.536.645 $ | +488.325 $ | +46,6 % |
| Leading Edge Financial Planning LLC | 1.861.727 $ | +157.201 $ | +9,2 % | 1.704.526 $ | +43.948 $ | +2,6 % | 1.660.578 $ | +11.898 $ | +0,7 % | 1.648.680 $ | -9.697 $ | -0,6 % |
| Paladin Wealth, LLC | 1.599.360 $ | -256.016 $ | -13,8 % | 1.855.376 $ | +294.129 $ | +18,8 % | 1.561.247 $ | +344.087 $ | +28,3 % | 1.217.160 $ | +160.453 $ | +15,2 % |
| Kera Capital Partners, Inc. | 1.832.296 $ | +505.246 $ | +38,1 % | 1.327.050 $ | ||||||||
| Savvy Advisors, Inc. | 1.830.311 $ | +1.293.172 $ | +240,8 % | 537.139 $ | -312.233 $ | -36,8 % | 849.372 $ | +480.424 $ | +130,2 % | 368.948 $ | +162.429 $ | +78,7 % |
| Oxbow Advisors, LLC | 1.824.675 $ | |||||||||||
| Richard Bernstein Advisors LLC | 1.756.893 $ | -34.468 $ | -1,9 % | 1.791.361 $ | +240.382 $ | +15,5 % | 1.550.979 $ | +165.132 $ | +11,9 % | |||
| Freestone Capital Holdings, LLC | 247.482 $ | -1.539.824 $ | -86,2 % | 1.787.306 $ | +245.615 $ | +15,9 % | 1.541.691 $ | +220.415 $ | +16,7 % | |||
| FORONJY FINANCIAL LLC | 1.570.789 $ | -212.775 $ | -11,9 % | 1.783.564 $ | +159.485 $ | +9,8 % | 1.624.079 $ | +485.050 $ | +42,6 % | 1.139.029 $ | ||
| Diligent Investors, LLC | 1.509.854 $ | -252.276 $ | -14,3 % | 1.762.130 $ | +139.161 $ | +8,6 % | 1.622.969 $ | +192.513 $ | +13,5 % | 1.430.456 $ | +204.511 $ | +16,7 % |
| M1 Capital Management LLC | 694.954 $ | -1.063.623 $ | -60,5 % | 1.758.577 $ | +496.938 $ | +39,4 % | 1.261.639 $ | +198.755 $ | +18,7 % | 1.062.884 $ | +152.090 $ | +16,7 % |
| Three Magnolias Financial Advisors, LLC | 1.734.771 $ | |||||||||||
| CacheTech Inc. | 1.734.771 $ | +472.611 $ | +37,4 % | 1.262.160 $ | +228.073 $ | +22,1 % | 1.034.087 $ | |||||
| Clearstead Advisors, LLC | 1.680.290 $ | -47.545 $ | -2,8 % | 1.727.835 $ | -3.982 $ | -0,2 % | 1.731.817 $ | +307.782 $ | +21,6 % | 1.424.035 $ | +821.972 $ | +136,5 % |
| YHB Investment Advisors, Inc. | 1.505.486 $ | -216.787 $ | -12,6 % | 1.722.273 $ | +293.948 $ | +20,6 % | 1.428.325 $ | +389.752 $ | +37,5 % | 1.038.573 $ | +429.171 $ | +70,4 % |
| VISTA FINANCE, LLC | 1.715.869 $ | +793.511 $ | +86,0 % | 922.358 $ | ||||||||
| PENNINGTON PARTNERS & CO., LLC | 1.714.042 $ | |||||||||||
| LIFELONG WEALTH ADVISORS, INC. | 733.920 $ | -974.727 $ | -57,0 % | 1.708.647 $ | +35.822 $ | +2,1 % | 1.672.825 $ | +705.962 $ | +73,0 % | 966.863 $ | +183.899 $ | +23,5 % |
| ZEGA Investments, LLC | 1.302.011 $ | -284.934 $ | -18,0 % | 1.586.945 $ | -114.564 $ | -6,7 % | 1.701.509 $ | +49.501 $ | +3,0 % | 1.652.008 $ | ||
| InTrack Investment Management Inc | 1.495.991 $ | -203.090 $ | -12,0 % | 1.699.081 $ | +98.306 $ | +6,1 % | 1.600.775 $ | +90.070 $ | +6,0 % | 1.510.705 $ | +505.251 $ | +50,3 % |
| Fiduciary Alliance LLC | 1.608.310 $ | -78.875 $ | -4,7 % | 1.687.185 $ | ||||||||
| Betterment LLC | 1.643.000 $ | -39.000 $ | -2,3 % | 1.682.000 $ | +902.000 $ | +115,6 % | 780.000 $ | +539.000 $ | +223,7 % | |||
| NORDEN GROUP LLC | 478.109 $ | -94.159 $ | -16,5 % | 572.268 $ | -198.622 $ | -25,8 % | 770.890 $ | -893.198 $ | -53,7 % | 1.664.088 $ | +270.543 $ | +19,4 % |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1.643.994 $ | +1.368.705 $ | +497,2 % | 275.289 $ | -30.848 $ | -10,1 % | 306.137 $ | -28.002 $ | -8,4 % | 334.139 $ | +49.061 $ | +17,2 % |
| FRG Family Wealth Advisors LLC | 1.624.856 $ | +288.389 $ | +21,6 % | 1.336.467 $ | ||||||||
| EP Wealth Advisors, LLC | 1.320.516 $ | -202.473 $ | -13,3 % | 1.522.989 $ | -97.248 $ | -6,0 % | 1.620.237 $ | +1.342.105 $ | +482,5 % | |||
| NATIONAL BANK OF CANADA /FI/ | 1.606.876 $ | +1.543.065 $ | +2.418,2 % | 63.811 $ | +45.876 $ | +255,8 % | 17.935 $ | -207.057 $ | -92,0 % | |||
| Savant Capital, LLC | 1.600.407 $ | +808.278 $ | +102,0 % | 792.129 $ | +117.706 $ | +17,5 % | 674.423 $ | +144.318 $ | +27,2 % | 530.105 $ | +221.440 $ | +71,7 % |
| Kendall Capital Management | 1.518.828 $ | -63.668 $ | -4,0 % | 1.582.496 $ | +110.290 $ | +7,5 % | 1.472.206 $ | +194.803 $ | +15,2 % | 1.277.403 $ | +160.025 $ | +14,3 % |
| Pathway Financial Advisors LLC | 1.383.326 $ | -185.597 $ | -11,8 % | 1.568.923 $ | +59.717 $ | +4,0 % | 1.509.206 $ | +212.232 $ | +16,4 % | 1.296.974 $ | +235.878 $ | +22,2 % |
| XY Planning Network, Inc. | 1.046.994 $ | -508.296 $ | -32,7 % | 1.555.290 $ | +843.304 $ | +118,4 % | 711.986 $ | +385.041 $ | +117,8 % | 326.945 $ | +0 $ | +0,0 % |
| Medallion Wealth Advisors, LLC | 1.554.378 $ | |||||||||||
| Wealthcare Capital Partners, LLC | 1.326.791 $ | -182.944 $ | -12,1 % | 1.509.735 $ | +92.508 $ | +6,5 % | 1.417.227 $ | +479.262 $ | +51,1 % | 937.965 $ | +563.387 $ | +150,4 % |
| Gambit Capital Management, LLC | 1.502.944 $ | +274.060 $ | +22,3 % | 1.228.884 $ | +89.365 $ | +7,8 % | 1.139.519 $ | |||||
| S. R. Schill & Associates | 1.339.577 $ | -82.844 $ | -5,8 % | 1.422.421 $ | -80.091 $ | -5,3 % | 1.502.512 $ | +178.398 $ | +13,5 % | 1.324.114 $ | +127.850 $ | +10,7 % |
| Compound Planning, Inc. | 1.257.775 $ | -228.046 $ | -15,3 % | 1.485.821 $ | +353.302 $ | +31,2 % | 1.132.519 $ | +128.807 $ | +12,8 % | 1.003.712 $ | -79.989 $ | -7,4 % |
| Copia Wealth Management | 1.362.450 $ | -118.273 $ | -8,0 % | 1.480.723 $ | +109.595 $ | +8,0 % | 1.371.128 $ | +229.959 $ | +20,2 % | 1.141.169 $ | +164.266 $ | +16,8 % |
| Capital Analysts, LLC | 1.373.000 $ | -103.000 $ | -7,0 % | 1.476.000 $ | +181.000 $ | +14,0 % | 1.295.000 $ | +161.000 $ | +14,2 % | 1.134.000 $ | +349.000 $ | +44,5 % |
| Continuum Advisory, LLC | 1.013.955 $ | -451.845 $ | -30,8 % | 1.465.800 $ | +94.672 $ | +6,9 % | 1.371.128 $ | +60.851 $ | +4,6 % | 1.310.277 $ | +121.482 $ | +10,2 % |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 1.357.526 $ | -25.687 $ | -1,9 % | 1.383.213 $ | +110.346 $ | +8,7 % | 1.272.867 $ | -190.004 $ | -13,0 % | 1.462.871 $ | +181.627 $ | +14,2 % |
| CIBC WORLD MARKET INC. | 1.455.848 $ | +48.906 $ | +3,5 % | 1.406.942 $ | +192.810 $ | +15,9 % | 1.214.132 $ | +293.903 $ | +31,9 % | 920.229 $ | ||
| Caerus Investment Advisors, LLC | 1.451.326 $ | +2.695 $ | +0,2 % | 1.448.631 $ | ||||||||
| CURTIS WEALTH MANAGEMENT LLC | 564.994 $ | -81.333 $ | -12,6 % | 646.327 $ | -801.941 $ | -55,4 % | 1.448.268 $ | |||||
| Synergy Asset Management, LLC | 1.442.685 $ | +0 $ | +0,0 % | |||||||||
| Kohmann Bosshard Financial Services, LLC | 1.209.249 $ | -228.558 $ | -15,9 % | 1.437.807 $ | +939.331 $ | +188,4 % | 498.476 $ | +99.866 $ | +25,1 % | 398.610 $ | ||
| Redwood Investment Management, LLC | 621.000 $ | +8.000 $ | +1,3 % | 613.000 $ | -821.000 $ | -57,3 % | 1.434.000 $ | +643.000 $ | +81,3 % | 791.000 $ | +187.000 $ | +31,0 % |
| ENTRUST FINANCIAL LLC | 1.126.811 $ | -213.302 $ | -15,9 % | 1.340.113 $ | -91.969 $ | -6,4 % | 1.432.082 $ | |||||
| MidWestOne Financial Group, Inc. | 1.430.289 $ | +538.958 $ | +60,5 % | 891.331 $ | -826.931 $ | -48,1 % | ||||||
| Alpha Cubed Investments, LLC | 1.425.764 $ | +198.665 $ | +16,2 % | 1.227.099 $ | +175.437 $ | +16,7 % | ||||||
| NICOLET BANKSHARES INC | 1.229.104 $ | -185.901 $ | -13,1 % | 1.415.005 $ | ||||||||
| Advisor Resource Council | 940.646 $ | -170.891 $ | -15,4 % | 1.111.537 $ | -299.957 $ | -21,3 % | 1.411.494 $ | -237.579 $ | -14,4 % | |||
| First Financial Bank - Trust Division | 1.205.278 $ | -201.385 $ | -14,3 % | 1.406.663 $ | +111.088 $ | +8,6 % | 1.295.575 $ | +135.370 $ | +11,7 % | 1.160.205 $ | +165.873 $ | +16,7 % |
| Frederick Financial Consultants, LLC | 1.226.086 $ | -177.684 $ | -12,7 % | 1.403.770 $ | +120.270 $ | +9,4 % | 1.283.500 $ | +191.990 $ | +17,6 % | 1.091.510 $ | +284.631 $ | +35,3 % |
| Advyzon Investment Management, LLC | 820.862 $ | -568.705 $ | -40,9 % | 1.389.567 $ | +123.708 $ | +9,8 % | 1.265.859 $ | +52.298 $ | +4,3 % | |||
| J.W. COLE ADVISORS, INC. | 835.657 $ | +50.594 $ | +6,4 % | 785.063 $ | -596.419 $ | -43,2 % | 1.381.482 $ | +222.538 $ | +19,2 % | |||
| Aberdeen Group plc | 1.245.544 $ | -133.683 $ | -9,7 % | 1.379.227 $ | +819.114 $ | +146,2 % | 560.113 $ | |||||
| WealthPoint Financial, LLC | 501.537 $ | +14.729 $ | +3,0 % | 486.808 $ | -891.149 $ | -64,7 % | 1.377.957 $ | |||||
| Patriot Financial Group Insurance Agency, LLC | 660.695 $ | -713.341 $ | -51,9 % | 1.374.036 $ | +197.723 $ | +16,8 % | 1.176.313 $ | +204.404 $ | +21,0 % | 971.909 $ | +412.630 $ | +73,8 % |
| Focus Partners Wealth | 1.368.407 $ | +222.480 $ | +19,4 % | 1.145.927 $ | +405.854 $ | +54,8 % | 740.073 $ | |||||
| SILVER OAK SECURITIES, INCORPORATED | 1.182.564 $ | -185.818 $ | -13,6 % | 1.368.382 $ | +109.517 $ | +8,7 % | 1.258.865 $ | +133.597 $ | +11,9 % | 1.125.268 $ | +201.108 $ | +21,8 % |
| Capital Management Associates, Inc | 1.102.111 $ | -244.953 $ | -18,2 % | 1.347.064 $ | +45.428 $ | +3,5 % | 1.301.636 $ | +181.261 $ | +16,2 % | 1.120.375 $ | +142.555 $ | +14,6 % |
| CULLEN/FROST BANKERS, INC. | 1.112.754 $ | -72.473 $ | -6,1 % | 1.185.227 $ | -150.557 $ | -11,3 % | 1.335.784 $ | +270.071 $ | +25,3 % | 1.065.713 $ | +313.478 $ | +41,7 % |
| Smartleaf Asset Management LLC | 597.702 $ | -74.252 $ | -11,1 % | 671.954 $ | -662.932 $ | -49,7 % | 1.334.886 $ | +383.194 $ | +40,3 % | 951.692 $ | +541.439 $ | +132,0 % |
| Interchange Capital Partners, LLC | 1.334.338 $ | +97.752 $ | +7,9 % | 1.236.586 $ | +314.371 $ | +34,1 % | 922.215 $ | +613.878 $ | +199,1 % | |||
| CX Institutional | 848.000 $ | -173.000 $ | -16,9 % | 1.021.000 $ | -259.000 $ | -20,2 % | 1.280.000 $ | -51.000 $ | -3,8 % | 1.331.000 $ | +190.000 $ | +16,7 % |
| A4 Wealth Advisors LLC | 429.662 $ | -666.119 $ | -60,8 % | 1.095.781 $ | +1.338 $ | +0,1 % | 1.094.443 $ | -221.414 $ | -16,8 % | 1.315.857 $ | ||
| WealthPLAN Partners, LLC | 424.500 $ | -25.973 $ | -5,8 % | 450.473 $ | -865.249 $ | -65,8 % | 1.315.722 $ | +198.329 $ | +17,7 % | 1.117.393 $ | +553.724 $ | +98,2 % |
| FMR LLC | 1.185.476 $ | -115.738 $ | -8,9 % | 1.301.214 $ | +264.911 $ | +25,6 % | 1.036.303 $ | +197.257 $ | +23,5 % | 839.046 $ | +215.530 $ | +34,6 % |
| JBR Co Financial Management Inc | 1.300.820 $ | +345.530 $ | +36,2 % | 955.290 $ | +0 $ | +0,0 % | 955.290 $ | |||||
| Waterloo Capital, L.P. | 1.098.935 $ | -195.666 $ | -15,1 % | 1.294.601 $ | +99.165 $ | +8,3 % | 1.195.436 $ | +134.157 $ | +12,6 % | 1.061.279 $ | +176.956 $ | +20,0 % |
| Caldwell Trust Co | 1.102.826 $ | -28.363 $ | -2,5 % | 1.131.189 $ | +16.001 $ | +1,4 % | 1.115.188 $ | -174.600 $ | -13,5 % | 1.289.788 $ | -482.594 $ | -27,2 % |
| Noble Wealth Partners LLC | 1.287.125 $ | |||||||||||
| TABLEAUX LLC | 1.093.613 $ | -183.006 $ | -14,3 % | 1.276.619 $ | +909.402 $ | +247,6 % | 367.217 $ | -248.970 $ | -40,4 % | 616.187 $ | -345.057 $ | -35,9 % |
| Nova Wealth Management, Inc. | 850.137 $ | -421.799 $ | -33,2 % | 1.271.936 $ | +137.966 $ | +12,2 % | 1.133.970 $ | +359.531 $ | +46,4 % | 774.439 $ | +110.197 $ | +16,6 % |
| Valtinson Bruner Financial Planning LLC | 1.142.218 $ | -129.396 $ | -10,2 % | 1.271.614 $ | +66.019 $ | +5,5 % | 1.205.595 $ | +159.224 $ | +15,2 % | 1.046.371 $ | -413.808 $ | -28,3 % |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.040.481 $ | -220.196 $ | -17,5 % | 1.260.677 $ | +112.963 $ | +9,8 % | 1.147.714 $ | +679.840 $ | +145,3 % | 467.874 $ | ||
| HighPoint Advisor Group LLC | 1.246.821 $ | +81.519 $ | +7,0 % | 1.165.302 $ | +152.892 $ | +15,1 % | 1.012.410 $ | |||||
| Blueprint Investment Partners LLC | 1.241.176 $ | |||||||||||
| U.S. Capital Wealth Advisors, LLC | 1.240.285 $ | +32.556 $ | +2,7 % | 1.207.729 $ | +134.753 $ | +12,6 % | 1.072.976 $ | +231.896 $ | +27,6 % | |||
| Formidable Asset Management, LLC | 1.234.075 $ | +90.629 $ | +7,9 % | 1.143.446 $ | +76.510 $ | +7,2 % | 1.066.936 $ | -172.178 $ | -13,9 % | 1.239.114 $ | +90.374 $ | +7,9 % |
| Blueprint Financial Advisors LLC | 1.238.396 $ | |||||||||||
| First Heartland Consultants, Inc. | 1.237.920 $ | +491.302 $ | +65,8 % | 746.618 $ | +408.894 $ | +121,1 % | 337.724 $ | +21.985 $ | +7,0 % | 315.739 $ | -133 $ | -0,0 % |
| Belpointe Asset Management LLC | 1.234.860 $ | +483.321 $ | +64,3 % | 751.539 $ | -198.850 $ | -20,9 % | 950.389 $ | +13.901 $ | +1,5 % | 936.488 $ | +540.616 $ | +136,6 % |
| QUANTIFY CHAOS ADVISORS, LLC | 1.053.665 $ | -175.775 $ | -14,3 % | 1.229.440 $ | +107.422 $ | +9,6 % | 1.122.018 $ | |||||
| Legacy Wealth Managment, LLC/ID | 1.112.595 $ | -110.358 $ | -9,0 % | 1.222.953 $ | +1.221.587 $ | +89.428,0 % | 1.366 $ | +142 $ | +11,6 % | 1.224 $ | +175 $ | +16,7 % |
| Meridian Wealth Management, LLC | 1.065.352 $ | -155.283 $ | -12,7 % | 1.220.635 $ | +78.214 $ | +6,8 % | 1.142.421 $ | +322.265 $ | +39,3 % | 820.156 $ | ||
| Auour Investments LLC | 639.569 $ | -566.791 $ | -47,0 % | 1.206.360 $ | +83.232 $ | +7,4 % | 1.123.128 $ | -42.505 $ | -3,6 % | 1.165.633 $ | +255.102 $ | +28,0 % |
| Cassilly Financial Group LLC | 524.331 $ | -675.726 $ | -56,3 % | 1.200.057 $ | +93.235 $ | +8,4 % | 1.106.822 $ | |||||
| WEALTH ALLIANCE, LLC | 1.197.605 $ | +510.213 $ | +74,2 % | 687.392 $ | -85.377 $ | -11,0 % | 772.769 $ | +515.668 $ | +200,6 % | 257.101 $ | ||
| Advisory Alpha, LLC | 251.230 $ | -862.634 $ | -77,4 % | 1.113.864 $ | -79.621 $ | -6,7 % | 1.193.485 $ | |||||
| Financial Network Wealth Advisors LLC | 398.609 $ | -32.770 $ | -7,6 % | 431.379 $ | -151.442 $ | -26,0 % | 582.821 $ | -610.105 $ | -51,1 % | 1.192.926 $ | +342.738 $ | +40,3 % |
| TD Capital Management LLC | 1.180.261 $ | +995.530 $ | +538,9 % | 184.731 $ | +14.589 $ | +8,6 % | 170.142 $ | +17.777 $ | +11,7 % | 152.365 $ | +134.609 $ | +758,1 % |
| Able Wealth Management LLC | 960.697 $ | -215.385 $ | -18,3 % | 1.176.082 $ | +603.854 $ | +105,5 % | 572.228 $ | +212.728 $ | +59,2 % | 359.500 $ | +87.883 $ | +32,4 % |
| Johnson Financial Group, Inc. | 1.006.570 $ | -168.184 $ | -14,3 % | 1.174.754 $ | +92.774 $ | +8,6 % | 1.081.980 $ | +113.052 $ | +11,7 % | 968.928 $ | +138.527 $ | +16,7 % |
| FLORIDA FINANCIAL ADVISORS, LLC | 943.510 $ | -217.990 $ | -18,8 % | 1.161.500 $ | +355.008 $ | +44,0 % | 806.492 $ | +300.928 $ | +59,5 % | 505.564 $ | +86.302 $ | +20,6 % |
| Hopwood Nicholas Hunter | 399.483 $ | -760.162 $ | -65,6 % | 1.159.645 $ | +16.711 $ | +1,5 % | 1.142.934 $ | |||||
| CENTRAL TRUST Co | 995.530 $ | -150.768 $ | -13,2 % | 1.146.298 $ | -11.235 $ | -1,0 % | 1.157.533 $ | +51.835 $ | +4,7 % | 1.105.698 $ | +149.105 $ | +15,6 % |
| SHEETS SMITH WEALTH MANAGEMENT | 1.100.046 $ | -43.285 $ | -3,8 % | 1.143.331 $ | +265.471 $ | +30,2 % | 877.860 $ | +24.831 $ | +2,9 % | 853.029 $ | +127.854 $ | +17,6 % |
| Ausdal Financial Partners, Inc. | 1.035.557 $ | -18.885 $ | -1,8 % | 1.054.442 $ | -73.552 $ | -6,5 % | 1.127.994 $ | -4.919 $ | -0,4 % | 1.132.913 $ | +823.003 $ | +265,6 % |
| HBW ADVISORY SERVICES LLC | 983.061 $ | -26.889 $ | -2,7 % | 1.009.950 $ | -105.409 $ | -9,5 % | 1.115.359 $ | +115.623 $ | +11,6 % | 999.736 $ | +588.795 $ | +143,3 % |
| Sovereign Financial Group, Inc. | 1.096.631 $ | -15.464 $ | -1,4 % | 1.112.095 $ | +90.216 $ | +8,8 % | 1.021.879 $ | +41.943 $ | +4,3 % | 979.936 $ | +352.975 $ | +56,3 % |
| Clear Creek Financial Management, LLC | 801.665 $ | -307.000 $ | -27,7 % | 1.108.665 $ | +476.415 $ | +75,4 % | 632.250 $ | +176.073 $ | +38,6 % | 456.177 $ | +65.219 $ | +16,7 % |
| EXCALIBUR MANAGEMENT CORP | 202.342 $ | -905.724 $ | -81,7 % | 1.108.066 $ | +274.390 $ | +32,9 % | ||||||
| SVRN Asset Management, LLC | 1.107.367 $ | +87.452 $ | +8,6 % | 1.019.915 $ | ||||||||
| Kovack Advisors, Inc. | 919.742 $ | -177.946 $ | -16,2 % | 1.097.688 $ | +186.193 $ | +20,4 % | 911.495 $ | |||||
| Avidian Wealth Enterprises, LLC | 441.813 $ | -16.632 $ | -3,6 % | 458.445 $ | -549.860 $ | -54,5 % | 1.008.305 $ | -85.006 $ | -7,8 % | 1.093.311 $ | +536.719 $ | +96,4 % |
| Confluence Wealth Services, Inc. | 1.091.549 $ | +871.123 $ | +395,2 % | 220.426 $ | +12.940 $ | +6,2 % | 207.486 $ | |||||
| Parallel Advisors, LLC | 751.234 $ | -294.784 $ | -28,2 % | 1.046.018 $ | +67.326 $ | +6,9 % | 978.692 $ | -99.033 $ | -9,2 % | 1.077.725 $ | +361.387 $ | +50,4 % |
| OneAscent Financial Services LLC | 1.069.867 $ | +436.887 $ | +69,0 % | 632.980 $ | +219.618 $ | +53,1 % | 413.362 $ | +167.422 $ | +68,1 % | 245.940 $ | ||
| Sunpointe, LLC | 1.057.716 $ | +669.067 $ | +172,2 % | 388.649 $ | ||||||||
| Cornerstone Planning Group LLC | 924.316 $ | +132.163 $ | +16,7 % | 792.153 $ | +784.809 $ | +10.686,4 % | 7.344 $ | -1.049.377 $ | -99,3 % | 1.056.721 $ | ||
| Acorn Wealth Advisors, LLC | 901.576 $ | -150.641 $ | -14,3 % | 1.052.217 $ | +102.305 $ | +10,8 % | 949.912 $ | +98.641 $ | +11,6 % | 851.271 $ | -21.455 $ | -2,5 % |
| TWO SIGMA SECURITIES, LLC | 1.047.788 $ | +413.635 $ | +65,2 % | 634.153 $ | -1.513.068 $ | -70,5 % | ||||||
| MSH Capital Advisors LLC | 809.131 $ | -156.328 $ | -16,2 % | 965.459 $ | -81.006 $ | -7,7 % | 1.046.465 $ | +151.159 $ | +16,9 % | 895.306 $ | +171.965 $ | +23,8 % |
| Triumph Capital Management | 770.215 $ | -274.679 $ | -26,3 % | 1.044.894 $ | +132.972 $ | +14,6 % | 911.922 $ | +98.417 $ | +12,1 % | 813.505 $ | +133.735 $ | +19,7 % |
| Bank of Marin | 353.260 $ | -541.847 $ | -60,5 % | 895.107 $ | -136.162 $ | -13,2 % | 1.031.269 $ | +107.753 $ | +11,7 % | 923.516 $ | +201.224 $ | +27,9 % |
| RMR Wealth Builders | 869.331 $ | -153.318 $ | -15,0 % | 1.022.649 $ | +312.114 $ | +43,9 % | 710.535 $ | +204.742 $ | +40,5 % | 505.793 $ | ||
| JT Stratford LLC | 865.360 $ | -153.396 $ | -15,1 % | 1.018.756 $ | +149.092 $ | +17,1 % | 869.664 $ | +66.098 $ | +8,2 % | 803.566 $ | +141.814 $ | +21,4 % |
| Ancora Advisors LLC | 857.260 $ | -153.431 $ | -15,2 % | 1.010.691 $ | +54.206 $ | +5,7 % | 956.485 $ | +172.567 $ | +22,0 % | 783.918 $ | +245.409 $ | +45,6 % |
| Wedmont Private Capital | 799.325 $ | -209.726 $ | -20,8 % | 1.009.051 $ | +135.440 $ | +15,5 % | 873.611 $ | +92.111 $ | +11,8 % | 781.500 $ | ||
| Marshall & Sterling Wealth Advisors Inc. | 547.600 $ | -117.240 $ | -17,6 % | 664.840 $ | -341.078 $ | -33,9 % | 1.005.918 $ | +71.006 $ | +7,6 % | 934.912 $ | +20.546 $ | +2,2 % |
| Keudell/Morrison Wealth Management | 856.028 $ | -137.006 $ | -13,8 % | 993.034 $ | +101.643 $ | +11,4 % | 891.391 $ | -2.723.511 $ | -75,3 % | |||
| Payne Capital Management, LLC | 992.750 $ | |||||||||||
| Stonebridge Financial Group, LLC/CA | 969.000 $ | |||||||||||
| Nvest Financial, LLC | 939.168 $ | -29.474 $ | -3,0 % | 968.642 $ | ||||||||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 357.320 $ | -607.105 $ | -62,9 % | 964.425 $ | +240.979 $ | +33,3 % | 723.446 $ | -5.983.705 $ | -89,2 % | |||
| K2 Financial Inc. | 480.989 $ | -481.418 $ | -50,0 % | 962.407 $ | +507.352 $ | +111,5 % | ||||||
| Tempus Wealth Planning, LLC | 524.887 $ | -72.871 $ | -12,2 % | 597.758 $ | -341.653 $ | -36,4 % | 939.411 $ | +135.081 $ | +16,8 % | 804.330 $ | +117.222 $ | +17,1 % |
| BRIGHTON JONES LLC | 787.503 $ | -143.939 $ | -15,5 % | 931.442 $ | +279.399 $ | +42,8 % | 652.043 $ | |||||
| LEGACY SOLUTIONS, LLC | 778.554 $ | -130.086 $ | -14,3 % | 908.640 $ | ||||||||
| Saxony Capital Management, LLC | 273.436 $ | -629.437 $ | -69,7 % | 902.873 $ | ||||||||
| RICHARDS, MERRILL & PETERSON, INC. | 902.608 $ | +407.643 $ | +82,4 % | 494.965 $ | +39.089 $ | +8,6 % | 455.876 $ | +157.721 $ | +52,9 % | 298.155 $ | +42.627 $ | +16,7 % |
| Clearview Wealth Advisors LLC | 902.532 $ | +325.946 $ | +56,5 % | 576.586 $ | +116.701 $ | +25,4 % | ||||||
| BlackRock, Inc. | 734.477 $ | -113.451 $ | -13,4 % | 847.928 $ | -53.067 $ | -5,9 % | 900.995 $ | +85.273 $ | +10,5 % | 815.722 $ | +83.078 $ | +11,3 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 664.348 $ | -193.127 $ | -22,5 % | 857.475 $ | -35.239 $ | -3,9 % | 892.714 $ | +170.644 $ | +23,6 % | 722.070 $ | +85.019 $ | +13,3 % |
| Gibbs Wealth Management | 332.479 $ | -67.807 $ | -16,9 % | 400.286 $ | -491.886 $ | -55,1 % | 892.172 $ | +306.091 $ | +52,2 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 349.766 $ | -537.833 $ | -60,6 % | 887.599 $ | +49.266 $ | +5,9 % | 838.333 $ | |||||
| Fisher Asset Management, LLC | 201.507 $ | -682.242 $ | -77,2 % | 883.749 $ | +682.916 $ | +340,0 % | 200.833 $ | -35.027 $ | -14,9 % | |||
| 4WEALTH ADVISORS, INC. | 883.007 $ | +29.733 $ | +3,5 % | 853.274 $ | +36.027 $ | +4,4 % | 817.247 $ | +107.179 $ | +15,1 % | 710.068 $ | +100.994 $ | +16,6 % |
| Indiana Trust & Investment Management Co | 755.284 $ | -125.271 $ | -14,2 % | 880.555 $ | +69.540 $ | +8,6 % | 811.015 $ | +84.740 $ | +11,7 % | 726.275 $ | +103.835 $ | +16,7 % |
| FOCUSED ALPHA, LLC | 382.341 $ | -497.859 $ | -56,6 % | 880.200 $ | +23.085 $ | +2,7 % | 857.115 $ | |||||
| WEALTHCARE CAPITAL MANAGEMENT LLC | 697.943 $ | -163.425 $ | -19,0 % | 861.368 $ | +46.511 $ | +5,7 % | 814.857 $ | +195.306 $ | +31,5 % | 619.551 $ | ||
| VERUS CAPITAL PARTNERS, LLC | 484.224 $ | +99.931 $ | +26,0 % | 384.293 $ | -473.334 $ | -55,2 % | 857.627 $ | +98.096 $ | +12,9 % | 759.531 $ | +377.484 $ | +98,8 % |
| TOTAL INVESTMENT MANAGEMENT INC | 525.398 $ | -82.278 $ | -13,5 % | 607.676 $ | -249.780 $ | -29,1 % | 857.456 $ | +89.592 $ | +11,7 % | 767.864 $ | +83.377 $ | +12,2 % |
| Strategic Blueprint, LLC | 417.511 $ | -37.875 $ | -8,3 % | 455.386 $ | -398.826 $ | -46,7 % | 854.212 $ | +197.583 $ | +30,1 % | 656.629 $ | +132.207 $ | +25,2 % |
| Advisors Capital Management, LLC | 851.302 $ | +187.735 $ | +28,3 % | 663.567 $ | +52.403 $ | +8,6 % | 611.164 $ | +54.456 $ | +9,8 % | 556.708 $ | +59.018 $ | +11,9 % |
| MIDDLETON & CO INC/MA | 726.772 $ | -121.434 $ | -14,3 % | 848.206 $ | +66.985 $ | +8,6 % | 781.221 $ | +81.627 $ | +11,7 % | 699.594 $ | +100.020 $ | +16,7 % |
| Shepherd Financial Partners LLC | 712.638 $ | -132.511 $ | -15,7 % | 845.149 $ | +83.646 $ | +11,0 % | 761.503 $ | +95.546 $ | +14,3 % | 665.957 $ | ||
| Integrated Wealth Management | 835.175 $ | |||||||||||
| INSIGNEO ADVISORY SERVICES, LLC | 581.275 $ | -250.896 $ | -30,1 % | 832.171 $ | +269.839 $ | +48,0 % | 562.332 $ | +128.631 $ | +29,7 % | 433.701 $ | +181.777 $ | +72,2 % |
| Gen-Wealth Partners Inc | 316.127 $ | +13.124 $ | +4,3 % | 303.003 $ | -525.397 $ | -63,4 % | 828.400 $ | +245.269 $ | +42,1 % | 583.131 $ | +291.246 $ | +99,8 % |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 738.606 $ | +6.355 $ | +0,9 % | 732.251 $ | -1.931 $ | -0,3 % | 734.182 $ | -91.478 $ | -11,1 % | 825.660 $ | +111.492 $ | +15,6 % |
| OMNI 360 Wealth, Inc. | 596.206 $ | -85.066 $ | -12,5 % | 681.272 $ | -144.118 $ | -17,5 % | 825.390 $ | +335.498 $ | +68,5 % | 489.892 $ | +140.605 $ | +40,3 % |
| WealthTrak Capital Management LLC | 302.273 $ | +12.153 $ | +4,2 % | 290.120 $ | -532.164 $ | -64,7 % | 822.284 $ | +150.977 $ | +22,5 % | 671.307 $ | +434.255 $ | +183,2 % |
| SUMMIT WEALTH GROUP LLC / CO | 818.105 $ | |||||||||||
| Oakmont Advisory Group, LLC | 730.083 $ | -78.781 $ | -9,7 % | 808.864 $ | +211.175 $ | +35,3 % | 597.689 $ | |||||
| Proficio Capital Partners LLC | 689.763 $ | -115.250 $ | -14,3 % | 805.013 $ | +63.575 $ | +8,6 % | 741.438 $ | |||||
| Ares Financial Consulting, LLC | 800.672 $ | +84.893 $ | +11,9 % | 715.779 $ | +191.436 $ | +36,5 % | 524.343 $ | |||||
| Corecam Pte. Ltd. | 790.229 $ | +26.464 $ | +3,5 % | 763.765 $ | +399.235 $ | +109,5 % | 364.530 $ | |||||
| Quest 10 Wealth Builders, Inc. | 649.179 $ | -101.610 $ | -13,5 % | 750.789 $ | -37.347 $ | -4,7 % | 788.136 $ | +765.583 $ | +3.394,6 % | 22.553 $ | +8.532 $ | +60,9 % |
| Alesco Advisors, LLC, An ESL Co | 672.687 $ | -112.397 $ | -14,3 % | 785.084 $ | +62.000 $ | +8,6 % | 723.084 $ | +75.552 $ | +11,7 % | 647.532 $ | +92.578 $ | +16,7 % |
| DENVER WEALTH MANAGEMENT, INC. | 668.796 $ | -111.747 $ | -14,3 % | 780.543 $ | +61.642 $ | +8,6 % | 718.901 $ | +127.102 $ | +21,5 % | 591.799 $ | +81.202 $ | +15,9 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 775.741 $ | +80.844 $ | +11,6 % | 694.897 $ | +13.901 $ | +2,0 % | 680.996 $ | +469.306 $ | +221,7 % | 211.690 $ | ||
| SIGNET FINANCIAL MANAGEMENT, LLC | 726.041 $ | -44.935 $ | -5,8 % | 770.976 $ | +109.531 $ | +16,6 % | 661.445 $ | +125.819 $ | +23,5 % | |||
| Dynamic Advisor Solutions LLC | 732.808 $ | -36.519 $ | -4,7 % | 769.327 $ | +119.320 $ | +18,4 % | 650.007 $ | +46.128 $ | +7,6 % | 603.879 $ | +59.997 $ | +11,0 % |
| Snowden Capital Advisors LLC | 656.883 $ | -110.127 $ | -14,4 % | 767.010 $ | ||||||||
| WEDBUSH SECURITIES INC | 607.000 $ | -139.000 $ | -18,6 % | 746.000 $ | -17.000 $ | -2,2 % | 763.000 $ | +77.000 $ | +11,2 % | 686.000 $ | +395.000 $ | +135,7 % |
| World Investment Advisors | 762.098 $ | +146.581 $ | +23,8 % | 615.517 $ | ||||||||
| Crews Bank & Trust | 652.435 $ | -109.013 $ | -14,3 % | 761.448 $ | +40.071 $ | +5,6 % | 721.377 $ | +88.753 $ | +14,0 % | 632.624 $ | +90.446 $ | +16,7 % |
| Alpha Financial Partners LLC | 758.461 $ | +54.851 $ | +7,8 % | 703.610 $ | +6.991 $ | +1,0 % | 696.619 $ | +31.886 $ | +4,8 % | 664.733 $ | +203.472 $ | +44,1 % |
| Stratos Investment Management, LLC | 648.941 $ | -107.595 $ | -14,2 % | 756.536 $ | +59.746 $ | +8,6 % | 696.790 $ | +72.805 $ | +11,7 % | 623.985 $ | +89.211 $ | +16,7 % |
| XML Financial, LLC | 756.464 $ | |||||||||||
| HORAN Wealth, LLC | 667.158 $ | -82.783 $ | -11,0 % | 749.941 $ | +79.353 $ | +11,8 % | 670.588 $ | |||||
| Integrity Advisory Solutions, LLC | 468.975 $ | -280.424 $ | -37,4 % | 749.399 $ | +87.952 $ | +13,3 % | 661.447 $ | +343.491 $ | +108,0 % | 317.956 $ | ||
| AlphaStar Capital Management, LLC | 740.671 $ | -85.209 $ | -10,3 % | |||||||||
| TOWER BRIDGE ADVISORS | 639.728 $ | -98.548 $ | -13,3 % | 738.276 $ | ||||||||
| Beacon Financial Advisory LLC | 369.938 $ | -46.704 $ | -11,2 % | 416.642 $ | -310.881 $ | -42,7 % | 727.523 $ | +79.380 $ | +12,2 % | 648.143 $ | +259.085 $ | +66,6 % |
| REGIONS FINANCIAL CORP | 247.949 $ | -189.455 $ | -43,3 % | 437.404 $ | +38.043 $ | +9,5 % | 399.361 $ | -323.703 $ | -44,8 % | 723.064 $ | +435.694 $ | +151,6 % |
| APPLETON PARTNERS INC/MA | 623.000 $ | -100.000 $ | -13,8 % | 723.000 $ | +74.000 $ | +11,4 % | 649.000 $ | +99.000 $ | +18,0 % | 550.000 $ | +195.000 $ | +54,9 % |
| PRINCIPAL SECURITIES, INC. | 384.988 $ | -176.621 $ | -31,4 % | 561.609 $ | +30.864 $ | +5,8 % | 530.745 $ | -191.937 $ | -26,6 % | 722.682 $ | +272.953 $ | +60,7 % |
| MATHER GROUP, LLC. | 617.888 $ | -103.240 $ | -14,3 % | 721.128 $ | +56.949 $ | +8,6 % | 664.179 $ | -2.389 $ | -0,4 % | 666.568 $ | +100.279 $ | +17,7 % |
| Motiv8 Investments LLC | 718.000 $ | +137.592 $ | +23,7 % | 580.408 $ | -2.987.353 $ | -83,7 % | ||||||
| Mitsubishi UFJ Asset Management Co., Ltd. | 715.574 $ | |||||||||||
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 705.000 $ | |||||||||||
| Realta Investment Advisors | 699.068 $ | |||||||||||
| SOL Capital Management CO | 696.000 $ | |||||||||||
| Access Investment Management LLC | 695.640 $ | +313.757 $ | +82,2 % | 381.883 $ | +30.213 $ | +8,6 % | 351.670 $ | +0 $ | +0,0 % | 351.670 $ | +50.278 $ | +16,7 % |
| Vigilare Wealth Management | 695.640 $ | |||||||||||
| Millstone Evans Group, LLC | 474.614 $ | -220.468 $ | -31,7 % | 695.082 $ | +140.262 $ | +25,3 % | 554.820 $ | +350.163 $ | +171,1 % | 204.657 $ | ||
| Hobbs Wealth Management, LLC | 369.859 $ | -32.786 $ | -8,1 % | 402.645 $ | -291.498 $ | -42,0 % | 694.143 $ | +123.979 $ | +21,7 % | 570.164 $ | +203.645 $ | +55,6 % |
| Independent Wealth Network Inc. | 692.666 $ | +55.606 $ | +8,7 % | 637.060 $ | ||||||||
| Modera Wealth Management, LLC | 692.010 $ | +96.388 $ | +16,2 % | 595.622 $ | +85.155 $ | +16,7 % | ||||||
| CENTAURUS FINANCIAL, INC. | 391.000 $ | +144.000 $ | +58,3 % | 247.000 $ | -445.000 $ | -64,3 % | 692.000 $ | +302.000 $ | +77,4 % | 390.000 $ | +50.000 $ | +14,7 % |
| Bristlecone Advisors, LLC | 688.050 $ | +334.242 $ | +94,5 % | |||||||||
| MKT Advisors LLC | 294.216 $ | -381.068 $ | -56,4 % | 675.284 $ | -11.028 $ | -1,6 % | 686.312 $ | +127.118 $ | +22,7 % | 559.194 $ | +243.152 $ | +76,9 % |
| Almanack Investment Partners, LLC. | 679.881 $ | +209.919 $ | +44,7 % | 469.962 $ | +941 $ | +0,2 % | 469.021 $ | +63.387 $ | +15,6 % | |||
| ArborFi Advisors, LLC | 608.357 $ | +7.911 $ | +1,3 % | 600.446 $ | -77.904 $ | -11,5 % | 678.350 $ | +43.891 $ | +6,9 % | 634.459 $ | ||
| Intrua Financial, LLC | 576.351 $ | -96.671 $ | -14,4 % | 673.022 $ | +23.698 $ | +3,6 % | 649.324 $ | +92.692 $ | +16,7 % | 556.632 $ | +79.843 $ | +16,7 % |
| Hamilton Capital, LLC | 602.877 $ | -66.345 $ | -9,9 % | 669.222 $ | +99.463 $ | +17,5 % | 569.759 $ | +99.587 $ | +21,2 % | |||
| Catalina Capital Group, LLC | 346.753 $ | -317.169 $ | -47,8 % | 663.922 $ | +167.685 $ | +33,8 % | 496.237 $ | +177.482 $ | +55,7 % | |||
| Fiscal Wisdom Wealth Management, LLC | 646.717 $ | -10.455 $ | -1,6 % | 657.172 $ | +72.558 $ | +12,4 % | 584.614 $ | +110.487 $ | +23,3 % | 474.127 $ | ||
| FIRETHORN WEALTH PARTNERS, LLC | 318.390 $ | -335.630 $ | -51,3 % | 654.020 $ | +3.048 $ | +0,5 % | 650.972 $ | +237.410 $ | +57,4 % | |||
| RDA Financial Network | 267.884 $ | +29.485 $ | +12,4 % | 238.399 $ | -409.901 $ | -63,2 % | 648.300 $ | +61.623 $ | +10,5 % | 586.677 $ | +272.967 $ | +87,0 % |
| Latitude Advisors, LLC | 647.275 $ | |||||||||||
| FIRST NATIONAL TRUST CO | 640.601 $ | +234.712 $ | +57,8 % | 405.889 $ | -63.816 $ | -13,6 % | 469.705 $ | +121.246 $ | +34,8 % | 348.459 $ | +54.275 $ | +18,4 % |
| Spectrum Planning & Advisory Services Inc. | 547.045 $ | -91.682 $ | -14,4 % | 638.727 $ | +95.518 $ | +17,6 % | 543.209 $ | +62.109 $ | +12,9 % | 481.100 $ | +79.004 $ | +19,6 % |
| Garde Capital, Inc. | 541.883 $ | -90.541 $ | -14,3 % | 632.424 $ | ||||||||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 396.147 $ | -232.199 $ | -37,0 % | 628.346 $ | +17.438 $ | +2,9 % | 610.908 $ | +54.505 $ | +9,8 % | 556.403 $ | -149.837 $ | -21,2 % |
| HUB Investment Partners, LLC | 524.410 $ | -102.267 $ | -16,3 % | 626.677 $ | ||||||||
| ELEVATION POINT WEALTH PARTNERS, LLC | 626.306 $ | |||||||||||
| PRIVATE TRUST CO NA | 569.203 $ | -56.269 $ | -9,0 % | 625.472 $ | +45.810 $ | +7,9 % | 579.662 $ | +81.972 $ | +16,5 % | 497.690 $ | +228.272 $ | +84,7 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 519.240 $ | -103.612 $ | -16,6 % | 622.852 $ | +469.186 $ | +305,3 % | 153.666 $ | |||||
| Willis Johnson & Associates, Inc. | 373.408 $ | -245.149 $ | -39,6 % | 618.557 $ | +24.225 $ | +4,1 % | ||||||
| Eldridge Investment Advisors, Inc. | 529.096 $ | -87.478 $ | -14,2 % | 616.574 $ | +30.765 $ | +5,3 % | 585.809 $ | +174.355 $ | +42,4 % | 411.454 $ | +96.172 $ | +30,5 % |
| Miller Global Investments, LLC | 523.695 $ | -87.503 $ | -14,3 % | 611.198 $ | +14.120 $ | +2,4 % | 597.078 $ | |||||
| Compass Financial Services Inc | 205.218 $ | +172.351 $ | +524,4 % | 32.867 $ | -574.145 $ | -94,6 % | 607.012 $ | +459.788 $ | +312,3 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 606.769 $ | +318.503 $ | +110,5 % | 288.266 $ | -200.307 $ | -41,0 % | 488.573 $ | -112.936 $ | -18,8 % | 601.509 $ | -96 $ | -0,0 % |
| Atlas Legacy Advisors, LLC | 606.769 $ | |||||||||||
| Fermata Advisors, LLC | 602.083 $ | +369.616 $ | +159,0 % | 232.467 $ | ||||||||
| Global View Capital Management LLC | 485.018 $ | -116.170 $ | -19,3 % | 601.188 $ | +119.104 $ | +24,7 % | 482.084 $ | -40.834 $ | -7,8 % | 522.918 $ | +54.188 $ | +11,6 % |
| Tactive Advisors, LLC | 516.738 $ | -56.737 $ | -9,9 % | 573.475 $ | -21.727 $ | -3,7 % | 595.202 $ | +16.162 $ | +2,8 % | 579.040 $ | +85.834 $ | +17,4 % |
| CITIGROUP INC | 594.856 $ | +574.279 $ | +2.790,9 % | 20.577 $ | -7.083 $ | -25,6 % | 27.660 $ | +20.779 $ | +302,0 % | 6.881 $ | +4.850 $ | +238,8 % |
| High Falls Advisors, Inc | 594.854 $ | +90.207 $ | +17,9 % | 504.647 $ | ||||||||
| Balance Wealth Partners LLC | 361.862 $ | +28.578 $ | +8,6 % | 333.284 $ | -260.350 $ | -43,9 % | 593.634 $ | |||||
| CMC Financial Group | 593.216 $ | +368.679 $ | +164,2 % | |||||||||
| SUTTON PLACE INVESTORS LLC | 276.223 $ | -57.554 $ | -17,2 % | 333.777 $ | -255.191 $ | -43,3 % | 588.968 $ | +15.593 $ | +2,7 % | 573.375 $ | +211.901 $ | +58,6 % |
| Annex Advisory Services, LLC | 486.527 $ | -101.684 $ | -17,3 % | 588.211 $ | +110.224 $ | +23,1 % | 477.987 $ | |||||
| Decker Wealth Management LLC | 503.126 $ | -84.065 $ | -14,3 % | 587.191 $ | +46.372 $ | +8,6 % | 540.819 $ | |||||
| Manhattan West Asset Management, LLC | 421.720 $ | -163.432 $ | -27,9 % | 585.152 $ | +322.895 $ | +123,1 % | 262.257 $ | +27.403 $ | +11,7 % | 234.854 $ | +13.855 $ | +6,3 % |
| King Wealth Management Group | 497.000 $ | -87.000 $ | -14,9 % | 584.000 $ | +46.000 $ | +8,6 % | 538.000 $ | |||||
| Weil Company, Inc. | 496.216 $ | -82.911 $ | -14,3 % | 579.127 $ | +45.735 $ | +8,6 % | 533.392 $ | +55.732 $ | +11,7 % | 477.660 $ | +68.291 $ | +16,7 % |
| Csenge Advisory Group | 402.904 $ | -175.440 $ | -30,3 % | 578.344 $ | +242.032 $ | +72,0 % | ||||||
| Selective Wealth Management, Inc. | 502.760 $ | -66.570 $ | -11,7 % | 569.330 $ | +58.820 $ | +11,5 % | 510.510 $ | +107.661 $ | +26,7 % | 402.849 $ | +67.312 $ | +20,1 % |
| Sound View Wealth Advisors Group, LLC | 484.859 $ | -81.013 $ | -14,3 % | 565.872 $ | +44.688 $ | +8,6 % | 521.184 $ | +54.457 $ | +11,7 % | 466.727 $ | +66.727 $ | +16,7 % |
| MBE Wealth Management, LLC | 361.129 $ | -196.677 $ | -35,3 % | 557.806 $ | +35.332 $ | +6,8 % | 522.474 $ | +4.904 $ | +0,9 % | 517.570 $ | +1.798 $ | +0,3 % |
| Souders Financial Advisors | 465.401 $ | -91.666 $ | -16,5 % | 557.067 $ | +43.993 $ | +8,6 % | 513.074 $ | |||||
| REGIMEN WEALTH, LLC | 233.487 $ | -319.170 $ | -57,8 % | 552.657 $ | +145.188 $ | +35,6 % | ||||||
| Gerber Kawasaki Wealth & Investment Management | 392.653 $ | -158.947 $ | -28,8 % | 551.600 $ | +173.922 $ | +46,1 % | 377.678 $ | +159.108 $ | +72,8 % | 218.570 $ | ||
| Anchor Investment Management, LLC | 546.778 $ | +38.912 $ | +7,7 % | 507.866 $ | +53.065 $ | +11,7 % | 454.801 $ | +65.023 $ | +16,7 % | |||
| FULLCIRCLE WEALTH LLC | 545.876 $ | +236.695 $ | +76,6 % | |||||||||
| Bauman Advisory Group, LLC | 466.831 $ | -78.928 $ | -14,5 % | 545.759 $ | +33.795 $ | +6,6 % | 511.964 $ | |||||
| WASHINGTON TRUST Co | 512.974 $ | -28.614 $ | -5,3 % | 541.588 $ | +85.456 $ | +18,7 % | 456.132 $ | +68.301 $ | +17,6 % | 387.831 $ | -59.212 $ | -13,2 % |
| Pathstone Holdings, LLC | 541.247 $ | +286.998 $ | +112,9 % | 254.249 $ | ||||||||
| ROMAN BUTLER FULLERTON & CO | 455.228 $ | +128.085 $ | +39,2 % | 327.143 $ | -213.956 $ | -39,5 % | 541.099 $ | +76.073 $ | +16,4 % | 465.026 $ | ||
| HARBOR CAPITAL ADVISORS, INC. | 321.000 $ | -220.000 $ | -40,7 % | 541.000 $ | +56.000 $ | +11,5 % | 485.000 $ | |||||
| Valeo Financial Advisors, LLC | 424.711 $ | -115.362 $ | -21,4 % | 540.073 $ | +93.798 $ | +21,0 % | 446.275 $ | +137.876 $ | +44,7 % | 308.399 $ | +44.091 $ | +16,7 % |
| BURKE & HERBERT BANK & TRUST CO | 537.594 $ | +262.119 $ | +95,2 % | 275.475 $ | ||||||||
| Fortis Capital Management LLC | 397.418 $ | -139.628 $ | -26,0 % | 537.046 $ | ||||||||
| Fortis Capital Advisors, LLC | 249.245 $ | -285.556 $ | -53,4 % | 534.801 $ | +62.493 $ | +13,2 % | 472.308 $ | |||||
| HB Wealth Management, LLC | 527.666 $ | +68.016 $ | +14,8 % | 459.650 $ | +15.299 $ | +3,4 % | 444.351 $ | +109.347 $ | +32,6 % | 335.004 $ | ||
| TITLEIST ASSET MANAGEMENT, LLC | 526.634 $ | +55.491 $ | +11,8 % | 471.143 $ | ||||||||
| Etesian Wealth Advisors, Inc. | 436.889 $ | -83.936 $ | -16,1 % | 520.825 $ | +10.483 $ | +2,1 % | 510.342 $ | +53.324 $ | +11,7 % | 457.018 $ | -3.129 $ | -0,7 % |
| McAdam, LLC | 518.415 $ | +42.136 $ | +8,8 % | 476.279 $ | +49.382 $ | +11,6 % | 426.897 $ | +65.816 $ | +18,2 % | |||
| SMI Advisory Services, LLC | 515.879 $ | |||||||||||
| ARWA LLC | 514.199 $ | +62.968 $ | +14,0 % | 451.231 $ | +165.924 $ | +58,2 % | 285.307 $ | |||||
| Total Clarity Wealth Management, Inc. | 407.186 $ | -106.965 $ | -20,8 % | 514.151 $ | +126.742 $ | +32,7 % | 387.409 $ | +102.098 $ | +35,8 % | 285.311 $ | +82.789 $ | +40,9 % |
| Oceanside Advisors LLC | 450.550 $ | -61.748 $ | -12,1 % | 512.298 $ | +34.567 $ | +7,2 % | 477.731 $ | -10.632 $ | -2,2 % | 488.363 $ | +63.007 $ | +14,8 % |
| HM PAYSON & CO | 437.684 $ | -73.132 $ | -14,3 % | 510.816 $ | +62.623 $ | +14,0 % | 448.193 $ | +46.830 $ | +11,7 % | 401.363 $ | +57.383 $ | +16,7 % |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 508.720 $ | |||||||||||
| Investor's Fiduciary Advisor Network, LLC | 508.000 $ | +58.000 $ | +12,9 % | 450.000 $ | +191.000 $ | +73,7 % | ||||||
| OneDigital Investment Advisors LLC | 505.985 $ | +63.483 $ | +14,3 % | 442.502 $ | +149.598 $ | +51,1 % | 292.904 $ | |||||
| KINGSWOOD WEALTH ADVISORS, LLC | 232.621 $ | -46.469 $ | -16,7 % | 279.090 $ | -226.557 $ | -44,8 % | 505.647 $ | |||||
| Redhawk Wealth Advisors, Inc. | 210.463 $ | -35.166 $ | -14,3 % | 245.629 $ | -258.908 $ | -51,3 % | 504.537 $ | +52.717 $ | +11,7 % | 451.820 $ | +69.183 $ | +18,1 % |
| ShoreHaven Wealth Partners, LLC | 431.489 $ | -72.096 $ | -14,3 % | 503.585 $ | +38.318 $ | +8,2 % | 465.267 $ | +48.614 $ | +11,7 % | 416.653 $ | +59.569 $ | +16,7 % |
| Estate Planners Group, LLC | 499.662 $ | +164.457 $ | +49,1 % | 335.205 $ | +56.789 $ | +20,4 % | 278.416 $ | |||||
| HOWARD BAILEY SECURITIES, LLC | 497.058 $ | |||||||||||
| Triad Wealth Partners, LLC | 327.196 $ | -162.913 $ | -33,2 % | 490.109 $ | +129.189 $ | +35,8 % | 360.920 $ | +42.296 $ | +13,3 % | |||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 432.759 $ | -54.606 $ | -11,2 % | 487.365 $ | +64.272 $ | +15,2 % | 423.093 $ | +52.769 $ | +14,2 % | 370.324 $ | -490.347 $ | -57,0 % |
| Equita Financial Network, Inc. | 413.937 $ | -69.163 $ | -14,3 % | 483.100 $ | +162.536 $ | +50,7 % | 320.564 $ | |||||
| Clarity Capital Advisors, LLC | 412.746 $ | -68.964 $ | -14,3 % | 481.710 $ | ||||||||
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 478.903 $ | +94.239 $ | +24,5 % | 384.664 $ | +85.869 $ | +28,7 % | 298.795 $ | +71.583 $ | +31,5 % | 227.212 $ | ||
| Coppell Advisory Solutions LLC | 477.806 $ | |||||||||||
| AMI ASSET MANAGEMENT CORP | 402.580 $ | -67.266 $ | -14,3 % | 469.846 $ | ||||||||
| Oregon Pacific Wealth Management, LLC | 246.741 $ | -75.616 $ | -23,5 % | 322.357 $ | -147.428 $ | -31,4 % | 469.785 $ | +229.327 $ | +95,4 % | |||
| Requisite Capital Management, LLC | 469.327 $ | +67.100 $ | +16,7 % | |||||||||
| SILVERLAKE WEALTH MANAGEMENT LLC | 348.733 $ | -117.776 $ | -25,2 % | 466.509 $ | +27.878 $ | +6,4 % | 438.631 $ | +97.282 $ | +28,5 % | 341.349 $ | +109.867 $ | +47,5 % |
| Emergent Wealth Advisors, LLC | 464.327 $ | +104.783 $ | +29,1 % | 359.544 $ | +68.570 $ | +23,6 % | ||||||
| Greenwich Wealth Management LLC | 410.000 $ | -50.000 $ | -10,9 % | 460.000 $ | +86.000 $ | +23,0 % | 374.000 $ | +113.000 $ | +43,3 % | 261.000 $ | ||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 458.095 $ | +444.867 $ | +3.363,1 % | 13.228 $ | +593 $ | +4,7 % | 12.635 $ | +1.320 $ | +11,7 % | 11.315 $ | +1.618 $ | +16,7 % |
| Vermillion Wealth Management, Inc. | 347.065 $ | -111.009 $ | -24,2 % | 458.074 $ | +36.175 $ | +8,6 % | 421.899 $ | +44.083 $ | +11,7 % | 377.816 $ | +54.016 $ | +16,7 % |
| Boyce & Associates Wealth Consulting, Inc. | 391.620 $ | -65.434 $ | -14,3 % | 457.054 $ | +36.095 $ | +8,6 % | 420.959 $ | +46.278 $ | +12,4 % | 374.681 $ | +71.782 $ | +23,7 % |
| Range Financial Group LLC | 288.136 $ | +72.446 $ | +33,6 % | 215.690 $ | -240.613 $ | -52,7 % | 456.303 $ | +246.448 $ | +117,4 % | 209.855 $ | ||
| Rossby Financial, LCC | 4.050 $ | -449.910 $ | -99,1 % | 453.960 $ | +451.740 $ | +20.348,6 % | 2.220 $ | +229 $ | +11,5 % | 1.991 $ | +1.663 $ | +507,0 % |
| Crestwood Advisors Group, LLC | 377.324 $ | -75.745 $ | -16,7 % | 453.069 $ | ||||||||
| GWN SECURITIES INC. | 426.168 $ | -17.446 $ | -3,9 % | 443.614 $ | +13.691 $ | +3,2 % | 429.923 $ | +89.184 $ | +26,2 % | 340.739 $ | -146.206 $ | -30,0 % |
| Spire Wealth Management | 27.876 $ | -412.680 $ | -93,7 % | 440.556 $ | +10.718 $ | +2,5 % | 429.838 $ | +43.842 $ | +11,4 % | 385.996 $ | +59.248 $ | +18,1 % |
| Family CFO Inc | 440.225 $ | +6.065 $ | +1,4 % | 434.160 $ | ||||||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 412.000 $ | -28.000 $ | -6,4 % | 440.000 $ | +34.000 $ | +8,4 % | 406.000 $ | +79.000 $ | +24,2 % | 327.000 $ | +47.000 $ | +16,8 % |
| HERITAGE INVESTORS MANAGEMENT CORP | 440.000 $ | +63.000 $ | +16,7 % | |||||||||
| Freedom Investment Management, Inc. | 439.907 $ | +107.891 $ | +32,5 % | 332.016 $ | ||||||||
| Capital Investment Advisory Services, LLC | 376.689 $ | -62.662 $ | -14,3 % | 439.351 $ | +59.796 $ | +15,8 % | 379.555 $ | +19.246 $ | +5,3 % | 360.309 $ | ||
| Sowell Financial Services LLC | 319.745 $ | -60.469 $ | -15,9 % | 380.214 $ | -58.759 $ | -13,4 % | 438.973 $ | +28.284 $ | +6,9 % | 410.689 $ | +103.859 $ | +33,8 % |
| Capstone Financial Advisors, Inc. | 370.415 $ | -61.892 $ | -14,3 % | 432.307 $ | -6.410 $ | -1,5 % | 438.717 $ | +20.764 $ | +5,0 % | 417.953 $ | +90.877 $ | +27,8 % |
| Balefire, LLC | 436.175 $ | +216.685 $ | +98,7 % | 219.490 $ | -140.819 $ | -39,1 % | 360.309 $ | +55.641 $ | +18,3 % | |||
| LexAurum Advisors, LLC | 367.794 $ | -65.903 $ | -15,2 % | 433.697 $ | +43.726 $ | +11,2 % | 389.971 $ | +62.633 $ | +19,1 % | |||
| Regal Investment Advisors LLC | 375.737 $ | -54.067 $ | -12,6 % | 429.804 $ | +147.400 $ | +52,2 % | 282.404 $ | |||||
| FWG Investments, LLC. | 429.753 $ | +83.511 $ | +24,1 % | 346.242 $ | ||||||||
| Beacon Capital Management, LLC | 425.374 $ | +387.307 $ | +1.017,4 % | |||||||||
| NOVEM GROUP | 424.613 $ | +62.986 $ | +17,4 % | 361.627 $ | +92.905 $ | +34,6 % | 268.722 $ | +48.182 $ | +21,8 % | |||
| MARIPAU WEALTH MANAGEMENT LLC | 251.097 $ | -171.911 $ | -40,6 % | 423.008 $ | +81.659 $ | +23,9 % | 341.349 $ | |||||
| AlTi Global, Inc. | 358.820 $ | -59.953 $ | -14,3 % | 418.773 $ | +33.071 $ | +8,6 % | 385.702 $ | +40.301 $ | +11,7 % | 345.401 $ | +49.382 $ | +16,7 % |
| NOESIS CAPITAL MANGEMENT CORP | 356.913 $ | -59.729 $ | -14,3 % | 416.642 $ | +70.467 $ | +20,4 % | 346.175 $ | +36.170 $ | +11,7 % | 310.005 $ | +45.042 $ | +17,0 % |
| Asempa Wealth Advisors | 320.460 $ | -94.554 $ | -22,8 % | 415.014 $ | +93.425 $ | +29,1 % | 321.589 $ | |||||
| Financial Engines Advisors L.L.C. | 405.836 $ | +194.039 $ | +91,6 % | 211.797 $ | ||||||||
| Aegis Wealth Management LLC | 344.286 $ | +24.968 $ | +7,8 % | 319.318 $ | -81.751 $ | -20,4 % | 401.069 $ | +49.246 $ | +14,0 % | 351.823 $ | ||
| Hickory Point Bank & Trust | 139.779 $ | -46.528 $ | -25,0 % | 186.307 $ | -213.651 $ | -53,4 % | 399.958 $ | +94.158 $ | +30,8 % | 305.800 $ | ||
| ASPIRIANT, LLC | 398.132 $ | +36.456 $ | +10,1 % | 361.676 $ | +34.112 $ | +10,4 % | 327.564 $ | |||||
| Lee Financial Co | 335.153 $ | -55.999 $ | -14,3 % | 391.152 $ | +30.890 $ | +8,6 % | 360.262 $ | -21.071 $ | -5,5 % | 381.333 $ | -24.105 $ | -5,9 % |
| GREENLEAF TRUST | 333.882 $ | -55.787 $ | -14,3 % | 389.669 $ | +30.774 $ | +8,6 % | 358.895 $ | +34.288 $ | +10,6 % | 324.607 $ | +49.161 $ | +17,8 % |
| Clifford Group, LLC | 308.547 $ | -27.547 $ | -8,2 % | 336.094 $ | -53.449 $ | -13,7 % | 389.543 $ | +45.671 $ | +13,3 % | 343.872 $ | ||
| Meredith Wealth Planning | 333.326 $ | -55.694 $ | -14,3 % | 389.020 $ | +30.722 $ | +8,6 % | 358.298 $ | +49.058 $ | +15,9 % | 309.240 $ | ||
| Essential Partners LLC | 257.718 $ | -43.061 $ | -14,3 % | 300.779 $ | +49.364 $ | +19,6 % | 251.415 $ | -134.275 $ | -34,8 % | 385.690 $ | +58.090 $ | +17,7 % |
| Guidance Point Advisors, LLC | 327.369 $ | -54.699 $ | -14,3 % | 382.068 $ | +30.173 $ | +8,6 % | 351.895 $ | |||||
| Inspire Advisors, LLC | 272.770 $ | -107.445 $ | -28,3 % | 380.215 $ | ||||||||
| Net Worth Advisory Group | 377.225 $ | +5.256 $ | +1,4 % | 371.969 $ | +165.833 $ | +80,4 % | 206.136 $ | -69.988 $ | -25,3 % | |||
| Livet Wealth, LLC | 320.857 $ | -53.611 $ | -14,3 % | 374.468 $ | +29.573 $ | +8,6 % | 344.895 $ | |||||
| Brookwood Investment Group LLC | 273.840 $ | -54.097 $ | -16,5 % | 327.937 $ | -46.069 $ | -12,3 % | 374.006 $ | +50.468 $ | +15,6 % | |||
| Paragon Advisors, LLC | 314.186 $ | -59.633 $ | -16,0 % | 373.819 $ | +54.706 $ | +17,1 % | 319.113 $ | +33.343 $ | +11,7 % | 285.770 $ | +40.856 $ | +16,7 % |
| SVB WEALTH LLC | 318.474 $ | -53.213 $ | -14,3 % | 371.687 $ | ||||||||
| Prospera Financial Services Inc | 370.569 $ | +13.808 $ | +3,9 % | 356.761 $ | +28.175 $ | +8,6 % | 328.586 $ | +52.374 $ | +19,0 % | 276.212 $ | +39.490 $ | +16,7 % |
| Bell Investment Advisors, Inc | 316.489 $ | -52.881 $ | -14,3 % | 369.370 $ | +29.170 $ | +8,6 % | 340.200 $ | +35.546 $ | +11,7 % | 304.654 $ | +43.556 $ | +16,7 % |
| WEALTHGARDEN F.S. LLC | 219.305 $ | -149.716 $ | -40,6 % | 369.021 $ | +50.609 $ | +15,9 % | 318.412 $ | +116.773 $ | +57,9 % | |||
| ANGELES WEALTH MANAGEMENT, LLC | 313.391 $ | -52.364 $ | -14,3 % | 365.755 $ | +119.804 $ | +48,7 % | 245.951 $ | |||||
| Meeder Advisory Services, Inc. | 321.095 $ | -44.382 $ | -12,1 % | 365.477 $ | +28.436 $ | +8,4 % | 337.041 $ | |||||
| MMA ASSET MANAGEMENT LLC | 334.596 $ | -28.100 $ | -7,7 % | 362.696 $ | +86.097 $ | +31,1 % | 276.599 $ | +115.595 $ | +71,8 % | 161.004 $ | ||
| Entruity Wealth, LLC | 309.738 $ | -51.753 $ | -14,3 % | 361.491 $ | +28.548 $ | +8,6 % | 332.943 $ | +28.137 $ | +9,2 % | 304.806 $ | +43.578 $ | +16,7 % |
| LongView Wealth Management | 301.796 $ | -56.295 $ | -15,7 % | 358.091 $ | +37.759 $ | +11,8 % | 320.332 $ | +57.420 $ | +21,8 % | 262.912 $ | +48.858 $ | +22,8 % |
| BEACON FINANCIAL GROUP | 253.322 $ | -101.732 $ | -28,7 % | 355.054 $ | +133.349 $ | +60,1 % | 221.705 $ | |||||
| Blue Barn Wealth, LLC | 354.804 $ | |||||||||||
| Smith Salley Wealth Management | 354.213 $ | +81.148 $ | +29,7 % | 273.065 $ | ||||||||
| TFO Wealth Partners, LLC | 353.022 $ | +13.962 $ | +4,1 % | 339.060 $ | +57.339 $ | +20,4 % | 281.721 $ | |||||
| Verdence Capital Advisors LLC | 337.212 $ | -14.205 $ | -4,0 % | 351.417 $ | -32.334 $ | -8,4 % | ||||||
| Blue Water Asset Management | 293.377 $ | -52.913 $ | -15,3 % | 346.290 $ | +30.762 $ | +9,7 % | 315.528 $ | |||||
| LeClair Wealth Partners LLC | 346.290 $ | |||||||||||
| Vontobel Holding Ltd. | 341.480 $ | +35.680 $ | +11,7 % | 305.800 $ | +43.720 $ | +16,7 % | ||||||
| Pineridge Advisors LLC | 341.349 $ | +9.883 $ | +3,0 % | |||||||||
| Astra Wealth Partners LLC | 340.450 $ | |||||||||||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 212.075 $ | -125.222 $ | -37,1 % | 337.297 $ | ||||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 332.690 $ | |||||||||||
| Barnett & Company, Inc. | 287.898 $ | -43.561 $ | -13,1 % | 331.459 $ | +27.542 $ | +9,1 % | 303.917 $ | +31.755 $ | +11,7 % | 272.162 $ | +38.911 $ | +16,7 % |
| Invera Wealth Advisors, LLC | 304.973 $ | -26.208 $ | -7,9 % | 331.181 $ | +69.863 $ | +26,7 % | 261.318 $ | |||||
| Salomon & Ludwin, LLC | 330.789 $ | +97.647 $ | +41,9 % | 233.142 $ | +6.806 $ | +3,0 % | 226.336 $ | +28.498 $ | +14,4 % | 197.838 $ | +23.886 $ | +13,7 % |
| Armstrong, Fleming & Moore, Inc | 282.735 $ | -47.241 $ | -14,3 % | 329.976 $ | +26.059 $ | +8,6 % | 303.917 $ | +31.755 $ | +11,7 % | 272.162 $ | ||
| Carnegie Investment Counsel | 281.941 $ | -47.109 $ | -14,3 % | 329.050 $ | +43.060 $ | +15,1 % | 285.990 $ | |||||
| Asset Allocation Strategies LLC | 327.687 $ | +39.421 $ | +13,7 % | 288.266 $ | +40.352 $ | +16,3 % | 247.914 $ | |||||
| Resurgent Financial Advisors LLC | 326.284 $ | +45.177 $ | +16,1 % | 281.107 $ | ||||||||
| IRON Financial LLC | 257.030 $ | -68.316 $ | -21,0 % | 325.346 $ | +41.028 $ | +14,4 % | 284.318 $ | +82.057 $ | +40,6 % | |||
| Archer Investment Management, LLC | 324.415 $ | |||||||||||
| XTX Topco Ltd | 310.691 $ | +29.933 $ | +10,7 % | 280.758 $ | -43.084 $ | -13,3 % | 323.842 $ | |||||
| Virtue Capital Management, LLC | 286.706 $ | -36.543 $ | -11,3 % | 323.249 $ | ||||||||
| Kaizen Financial Strategies | 202.837 $ | -119.862 $ | -37,1 % | 322.699 $ | +31.255 $ | +10,7 % | 291.444 $ | -31.439 $ | -9,7 % | |||
| National Wealth Management Group, LLC | 273.840 $ | -47.609 $ | -14,8 % | 321.449 $ | +63.034 $ | +24,4 % | 258.415 $ | |||||
| GENESIS PRIVATE WEALTH, LLC | 315.218 $ | -5.582 $ | -1,7 % | 320.800 $ | +6.041 $ | +1,9 % | 314.759 $ | +61.709 $ | +24,4 % | 253.050 $ | ||
| Ascension Capital Advisors, Inc. | 320.221 $ | |||||||||||
| WOODMONT INVESTMENT COUNSEL LLC | 300.049 $ | -18.723 $ | -5,9 % | 318.772 $ | +33.308 $ | +11,7 % | 285.464 $ | +40.812 $ | +16,7 % | |||
| Mach-1 Financial Group, LLC | 317.956 $ | |||||||||||
| WealthBridge Capital Management, LLC | 317.362 $ | +44.205 $ | +16,2 % | 273.157 $ | +26.694 $ | +10,8 % | 246.463 $ | |||||
| Northstar Advisory Group, LLC | 316.965 $ | |||||||||||
| Comprehensive Money Management Services LLC | 316.121 $ | -49.415 $ | -13,5 % | |||||||||
| Tranquility Partners, LLC | 268.678 $ | -44.892 $ | -14,3 % | 313.570 $ | +24.763 $ | +8,6 % | 288.807 $ | +30.177 $ | +11,7 % | 258.630 $ | +36.976 $ | +16,7 % |
| Professional Financial Advisors, LLC | 268.916 $ | -39.371 $ | -12,8 % | 308.287 $ | +26.139 $ | +9,3 % | 282.148 $ | +28.716 $ | +11,3 % | 253.432 $ | +39.706 $ | +18,6 % |
| Indivisible Partners | 239.372 $ | -64.188 $ | -21,1 % | 303.560 $ | +36.096 $ | +13,5 % | 267.464 $ | |||||
| Accredited Investors Inc. | 303.124 $ | |||||||||||
| Stonebrook Private Inc. | 213.957 $ | -11.280 $ | -5,0 % | 225.237 $ | -75.692 $ | -25,2 % | 300.929 $ | +47.191 $ | +18,6 % | 253.738 $ | +52.339 $ | +26,0 % |
| Washington Trust Advisors, Inc. | 296.475 $ | +23.225 $ | +8,5 % | 273.250 $ | +92.180 $ | +50,9 % | 181.070 $ | +8.369 $ | +4,8 % | 172.701 $ | +29.605 $ | +20,7 % |
| Bouchey Financial Group, Ltd. | 236.672 $ | -56.850 $ | -19,4 % | 293.522 $ | +24.947 $ | +9,3 % | 268.575 $ | +28.063 $ | +11,7 % | 240.512 $ | ||
| DGS Capital Management, LLC | 291.974 $ | +23.058 $ | +8,6 % | 268.916 $ | +28.098 $ | +11,7 % | 240.818 $ | |||||
| Flatrock Wealth Partners LLC | 249.141 $ | -41.628 $ | -14,3 % | 290.769 $ | +27.829 $ | +10,6 % | 262.940 $ | |||||
| CERTUITY, LLC | 249.379 $ | -40.370 $ | -13,9 % | 289.749 $ | ||||||||
| Painted Porch Advisors LLC | 271.219 $ | -18.066 $ | -6,2 % | 289.285 $ | +22.248 $ | +8,3 % | 267.037 $ | +33.329 $ | +14,3 % | 233.708 $ | +33.413 $ | +16,7 % |
| Ignite Planners, LLC | 289.091 $ | |||||||||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 288.977 $ | |||||||||||
| International Private Wealth Advisors LLC | 228.094 $ | -60.728 $ | -21,0 % | 288.822 $ | +14.955 $ | +5,5 % | 273.867 $ | +4.916 $ | +1,8 % | 268.951 $ | +39.762 $ | +17,3 % |
| Facet Wealth, Inc. | 279.368 $ | -7.168 $ | -2,5 % | 286.536 $ | ||||||||
| Strategic Wealth Partners, Ltd. | 241.834 $ | -44.115 $ | -15,4 % | 285.949 $ | +10.801 $ | +3,9 % | 275.148 $ | +196.022 $ | +247,7 % | 79.126 $ | +4.761 $ | +6,4 % |
| MidFirst Bank | 244.772 $ | -40.899 $ | -14,3 % | 285.671 $ | +20.597 $ | +7,8 % | 265.074 $ | |||||
| N.E.W. Advisory Services LLC | 245.725 $ | -39.668 $ | -13,9 % | 285.393 $ | +22.880 $ | +8,7 % | 262.513 $ | +15.427 $ | +6,2 % | 247.086 $ | -37.860 $ | -13,3 % |
| QUANTUM FINANCIAL PARTNERS LLC | 284.880 $ | |||||||||||
| Refined Wealth Management | 243.978 $ | -40.766 $ | -14,3 % | 284.744 $ | +22.487 $ | +8,6 % | 262.257 $ | +27.403 $ | +11,7 % | 234.854 $ | +33.577 $ | +16,7 % |
| Cypress Capital Group | 243.978 $ | -40.766 $ | -14,3 % | 284.744 $ | ||||||||
| Briggs Wealth Management, Inc | 216.420 $ | -36.160 $ | -14,3 % | 252.580 $ | -31.531 $ | -11,1 % | 284.111 $ | |||||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 283.210 $ | |||||||||||
| Fulcrum Equity Management | 276.001 $ | -7.017 $ | -2,5 % | 283.018 $ | ||||||||
| Great Lakes Retirement, Inc. | 282.489 $ | |||||||||||
| Clear Point Advisors Inc. | 281.862 $ | |||||||||||
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 239.928 $ | -39.810 $ | -14,2 % | 279.738 $ | +22.091 $ | +8,6 % | 257.647 $ | +26.921 $ | +11,7 % | 230.726 $ | ||
| Abacus Wealth Partners, LLC | 238.260 $ | -39.810 $ | -14,3 % | 278.070 $ | ||||||||
| Strathmore Capital Advisors, Inc. | 200.191 $ | -75.815 $ | -27,5 % | 276.006 $ | ||||||||
| LifeWealth Investments, LLC | 276.001 $ | |||||||||||
| MARINO, STRAM & ASSOCIATES LLC | 274.826 $ | |||||||||||
| HCR Wealth Advisors | 235.400 $ | -39.333 $ | -14,3 % | 274.733 $ | +21.697 $ | +8,6 % | 253.036 $ | +26.824 $ | +11,9 % | 226.212 $ | ||
| SteelPeak Wealth, LLC | 273.602 $ | +3.039 $ | +1,1 % | 270.563 $ | +21.367 $ | +8,6 % | 249.196 $ | +26.038 $ | +11,7 % | 223.158 $ | ||
| ENDEAVOR PRIVATE WEALTH, INC. | 225.052 $ | -48.217 $ | -17,6 % | 273.269 $ | ||||||||
| EverSource Wealth Advisors, LLC | 272.200 $ | +40.215 $ | +17,3 % | 231.985 $ | +69.612 $ | +42,9 % | 162.373 $ | +119.255 $ | +276,6 % | 43.118 $ | +15.665 $ | +57,1 % |
| Parkside Financial Bank & Trust | 269.728 $ | +66.205 $ | +32,5 % | 203.523 $ | +86.554 $ | +74,0 % | 116.969 $ | +7.943 $ | +7,3 % | |||
| Richardson Capital Management LLC | 230.715 $ | -38.549 $ | -14,3 % | 269.264 $ | +21.264 $ | +8,6 % | 248.000 $ | |||||
| Empirical Asset Management, LLC | 244.500 $ | -24.604 $ | -9,1 % | 269.104 $ | ||||||||
| Key FInancial Inc | 268.201 $ | +69.196 $ | +34,8 % | 199.005 $ | +15.716 $ | +8,6 % | 183.289 $ | +119.208 $ | +186,0 % | 64.081 $ | +9.241 $ | +16,9 % |
| OxenFree Capital LLC | 257.011 $ | -11.110 $ | -4,1 % | 268.121 $ | +25.670 $ | +10,6 % | 242.451 $ | |||||
| Sharkey, Howes & Javer | 268.062 $ | |||||||||||
| Community Bank, N.A. | 174.321 $ | -29.124 $ | -14,3 % | 203.445 $ | -12.964 $ | -6,0 % | 216.409 $ | -50.396 $ | -18,9 % | 266.805 $ | +5.320 $ | +2,0 % |
| STOCK YARDS BANK & TRUST CO | 266.771 $ | |||||||||||
| Rodgers & Associates, LTD | 228.333 $ | -38.151 $ | -14,3 % | 266.484 $ | +21.045 $ | +8,6 % | 245.439 $ | +9.208 $ | +3,9 % | 236.231 $ | ||
| Federation des caisses Desjardins du Quebec | 265.632 $ | +25.793 $ | +10,8 % | 239.839 $ | +19.150 $ | +8,7 % | 220.689 $ | +27.136 $ | +14,0 % | |||
| Walser Wealth Management Company, A Ltd Liability Co | 265.342 $ | |||||||||||
| LIBRA WEALTH LLC | 264.548 $ | |||||||||||
| Sequoia Financial Advisors, LLC | 230.080 $ | -32.048 $ | -12,2 % | 262.128 $ | ||||||||
| MOSELEY INVESTMENT MANAGEMENT INC | 260.922 $ | +20.605 $ | +8,6 % | 240.317 $ | +25.110 $ | +11,7 % | 215.207 $ | |||||
| MGO ONE SEVEN LLC | 260.208 $ | |||||||||||
| CAHABA WEALTH MANAGEMENT, INC. | 259.023 $ | +27.064 $ | +11,7 % | 231.959 $ | ||||||||
| LFG Wealth Partners, LLC | 221.582 $ | -37.023 $ | -14,3 % | 258.605 $ | +11.373 $ | +4,6 % | 247.232 $ | |||||
| Jaffetilchin Investment Partners, LLC | 257.400 $ | +53.280 $ | +26,1 % | 204.120 $ | ||||||||
| Mason Investment Advisory Services, Inc. | 220.311 $ | -36.811 $ | -14,3 % | 257.122 $ | +20.306 $ | +8,6 % | 236.816 $ | +24.744 $ | +11,7 % | 212.072 $ | ||
| BRIAN LOW FINANCIAL GROUP, LLC | 216.658 $ | -39.908 $ | -15,6 % | 256.566 $ | +5.834 $ | +2,3 % | 250.732 $ | |||||
| PEAPACK GLADSTONE FINANCIAL CORP | 215.000 $ | -41.000 $ | -16,0 % | 256.000 $ | ||||||||
| Centennial Advisors, LLC | 255.427 $ | |||||||||||
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 255.342 $ | |||||||||||
| LOOMIS SAYLES & CO L P | 255.256 $ | +68.949 $ | +37,0 % | 186.307 $ | ||||||||
| Impact Partnership Wealth, LLC | 222.694 $ | +3.946 $ | +1,8 % | 218.748 $ | -36.508 $ | -14,3 % | 255.256 $ | +48.765 $ | +23,6 % | 206.491 $ | ||
| Birch Capital Management, LLC | 212.687 $ | -41.284 $ | -16,3 % | 253.971 $ | +20.057 $ | +8,6 % | 233.914 $ | +24.441 $ | +11,7 % | 209.473 $ | +29.948 $ | +16,7 % |
| Keel Point, LLC | 233.654 $ | -19.019 $ | -7,5 % | 252.673 $ | +28.065 $ | +12,5 % | 224.608 $ | |||||
| Chicago Partners Investment Group LLC | 252.349 $ | |||||||||||
| LaSalle St. Investment Advisors, LLC | 251.841 $ | +8.345 $ | +3,4 % | 243.496 $ | -7.504 $ | -3,0 % | 251.000 $ | +43.000 $ | +20,7 % | 208.000 $ | ||
| EXENCIAL WEALTH ADVISORS, LLC | 250.680 $ | |||||||||||
| Foguth Wealth Management, LLC. | 220.598 $ | -27.619 $ | -11,1 % | 248.217 $ | ||||||||
| Financial & Tax Architects, LLC | 247.853 $ | |||||||||||
| Soundwatch Capital LLC | 211.813 $ | -35.391 $ | -14,3 % | 247.204 $ | +19.522 $ | +8,6 % | 227.682 $ | +23.790 $ | +11,7 % | 203.892 $ | -105.013 $ | -34,0 % |
| Capital Squared Financial LLC | 246.092 $ | +653 $ | +0,3 % | 245.439 $ | +19.911 $ | +8,8 % | 225.528 $ | +16.912 $ | +8,1 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 245.721 $ | +17.356 $ | +7,6 % | 228.365 $ | +22.103 $ | +10,7 % | 206.262 $ | |||||
| Marks Group Wealth Management, Inc | 227.142 $ | -18.394 $ | -7,5 % | 245.536 $ | ||||||||
| RICHARDSON FINANCIAL SERVICES INC. | 207.910 $ | -37.156 $ | -15,2 % | 245.066 $ | +6.553 $ | +2,7 % | 238.513 $ | +25.309 $ | +11,9 % | |||
| Nicholas Hoffman & Company, LLC. | 206.095 $ | -37.031 $ | -15,2 % | 243.126 $ | ||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 238.609 $ | -4.120 $ | -1,7 % | 242.729 $ | ||||||||
| Founders Financial Alliance, LLC | 240.800 $ | |||||||||||
| Syntegra Private Wealth Group, LLC | 240.743 $ | +24.466 $ | +11,3 % | 216.277 $ | ||||||||
| Redwood Park Advisors LLC | 205.857 $ | -33.840 $ | -14,1 % | 239.697 $ | +85.177 $ | +55,1 % | 154.520 $ | +154.137 $ | +40.244,6 % | 383 $ | +55 $ | +16,8 % |
| INVESTED ADVISORS | 239.292 $ | +25.271 $ | +11,8 % | 214.021 $ | +11.609 $ | +5,7 % | 202.412 $ | |||||
| BAR HARBOR WEALTH MANAGEMENT | 238.657 $ | +28.343 $ | +13,5 % | 210.314 $ | ||||||||
| Hofer & Associates. Inc | 201.806 $ | -33.719 $ | -14,3 % | 235.525 $ | +23.039 $ | +10,8 % | 212.486 $ | |||||
| Princeton Global Asset Management LLC | 235.502 $ | +11.192 $ | +5,0 % | 224.310 $ | ||||||||
| Rialto Wealth Management, LLC | 235.084 $ | |||||||||||
| TOBIAS FINANCIAL ADVISORS, INC. | 233.579 $ | +27.667 $ | +13,4 % | 205.912 $ | ||||||||
| Kingdom Financial Group LLC. | 36.057 $ | -7.415 $ | -17,1 % | 43.472 $ | -189.844 $ | -81,4 % | 233.316 $ | |||||
| Lansing Street Advisors | 227.935 $ | -2.307 $ | -1,0 % | 230.242 $ | +18.183 $ | +8,6 % | 212.059 $ | |||||
| Bulwark Capital Corp | 191.482 $ | +2.487 $ | +1,3 % | 188.995 $ | -40.394 $ | -17,6 % | 229.389 $ | +98.354 $ | +75,1 % | 131.035 $ | +87.071 $ | +198,1 % |
| TOWNSQUARE CAPITAL LLC | 227.062 $ | -530.742 $ | -70,0 % | |||||||||
| Maridea Wealth Management LLC | 205.777 $ | -20.387 $ | -9,0 % | 226.164 $ | ||||||||
| Traynor Capital Management, Inc. | 212.834 $ | -12.583 $ | -5,6 % | 225.417 $ | +5.584 $ | +2,5 % | 219.833 $ | |||||
| Pinnacle Family Advisors, LLC | 225.291 $ | |||||||||||
| Heritage Investment Group, Inc. | 223.922 $ | |||||||||||
| Elevation Wealth Management LLC | 214.948 $ | -8.807 $ | -3,9 % | 223.755 $ | ||||||||
| Accurate Wealth Management, LLC | 215.744 $ | -5.274 $ | -2,4 % | 221.018 $ | ||||||||
| Perigon Wealth Management, LLC | 220.510 $ | |||||||||||
| BCS Wealth Management | 220.426 $ | |||||||||||
| Bluesphere Advisors LLC | 220.046 $ | +2.694 $ | +1,2 % | 217.352 $ | ||||||||
| Stone Summit Wealth LLC | 220.046 $ | +17.378 $ | +8,6 % | 202.668 $ | ||||||||
| Financial Sense Advisors, Inc. | 219.412 $ | |||||||||||
| Engineers Gate Manager LP | 218.206 $ | |||||||||||
| Foundry Financial LLC | 213.944 $ | |||||||||||
| May Hill Capital, LLC | 212.302 $ | |||||||||||
| D'Orazio & Associates, Inc. | 212.261 $ | |||||||||||
| Blackston Financial Advisory Group, LLC | 200.488 $ | -9.979 $ | -4,7 % | 210.467 $ | -125.454 $ | -37,3 % | ||||||
| KAVAR CAPITAL PARTNERS GROUP, LLC | 209.943 $ | |||||||||||
| Oasis Advisors, LLC | 209.573 $ | |||||||||||
| FLP Wealth Management, LLC | 208.730 $ | |||||||||||
| RITHOLTZ WEALTH MANAGEMENT | 208.556 $ | |||||||||||
| SHRIER WEALTH MANAGEMENT, LLC | 200.396 $ | -6.797 $ | -3,3 % | 207.193 $ | ||||||||
| Integrated Investment Consultants, LLC | 206.595 $ | |||||||||||
| NORTHERN TRUST CORP | 205.957 $ | |||||||||||
| SFG Wealth Management, LLC. | 205.309 $ | |||||||||||
| BRIDGES INVESTMENT MANAGEMENT INC | 204.567 $ | |||||||||||
| SAX WEALTH ADVISORS, LLC | 204.461 $ | |||||||||||
| Dorsey & Whitney Trust CO LLC | 202.435 $ | |||||||||||
| Elevated Capital Advisors, LLC | 200.774 $ | +3.437 $ | +1,7 % | 197.337 $ | +2.096 $ | +1,1 % | 195.241 $ | |||||
| Rosenberg Matthew Hamilton | 171.706 $ | -28.690 $ | -14,3 % | 200.396 $ | +15.826 $ | +8,6 % | 184.570 $ | +19.285 $ | +11,7 % | 165.285 $ | +23.631 $ | +16,7 % |
| WestEnd Advisors, LLC | 88.474 $ | +1.067 $ | +1,2 % | 87.407 $ | -105.785 $ | -54,8 % | 193.192 $ | -4.125 $ | -2,1 % | 197.317 $ | +40.528 $ | +25,8 % |
| FIRST HORIZON CORP | 99.752 $ | -16.667 $ | -14,3 % | 116.419 $ | -75.322 $ | -39,3 % | 191.741 $ | +95.720 $ | +99,7 % | 96.021 $ | ||
| Bank of New Hampshire | 190.131 $ | +104.115 $ | +121,0 % | 86.016 $ | ||||||||
| BFSG, LLC | 149.072 $ | -24.908 $ | -14,3 % | 173.980 $ | +13.740 $ | +8,6 % | 160.240 $ | +16.743 $ | +11,7 % | 143.497 $ | +20.515 $ | +16,7 % |
| LANARK FINANCIAL, INC. | 20.252 $ | +10.242 $ | +102,3 % | 10.010 $ | -162.693 $ | -94,2 % | 172.703 $ | +136.703 $ | +379,7 % | |||
| Piscataqua Savings Bank | 142.239 $ | -23.767 $ | -14,3 % | 166.006 $ | +13.111 $ | +8,6 % | 152.895 $ | |||||
| MASECO LLP | 162.047 $ | +32.858 $ | +25,4 % | 129.189 $ | +26.346 $ | +25,6 % | ||||||
| Laurel Wealth Advisors LLC | 161.606 $ | |||||||||||
| Transce3nd, LLC | 153.124 $ | +49.818 $ | +48,2 % | 103.306 $ | -3.668.680 $ | -97,3 % | ||||||
| Gould Capital, LLC | 102.055 $ | -48.474 $ | -32,2 % | 150.529 $ | +51.756 $ | +52,4 % | 98.773 $ | +59.325 $ | +150,4 % | 39.448 $ | +32.372 $ | +457,5 % |
| IFC & Insurance Marketing, Inc. | 141.000 $ | |||||||||||
| LGT Financial Advisors LLC | 97.448 $ | -16.283 $ | -14,3 % | 113.731 $ | -24.825 $ | -17,9 % | 138.556 $ | +8.820 $ | +6,8 % | 129.736 $ | +8.193 $ | +6,7 % |
| Atlantic Union Bankshares Corp | 87.284 $ | -45.912 $ | -34,5 % | 133.196 $ | +27.421 $ | +25,9 % | 105.775 $ | +32.994 $ | +45,3 % | 72.781 $ | +41.789 $ | +134,8 % |
| Private Wealth Asset Management, LLC | 111.188 $ | -18.578 $ | -14,3 % | 129.766 $ | +38.038 $ | +41,5 % | ||||||
| WealthNavi Inc. | 128.212 $ | +119.149 $ | +1.314,7 % | 9.063 $ | ||||||||
| Deane Retirement Strategies, Inc. | 103.961 $ | -22.746 $ | -18,0 % | 126.707 $ | +98.535 $ | +349,8 % | 28.172 $ | +2.561 $ | +10,0 % | 25.611 $ | +15.914 $ | +164,1 % |
| FWL INVESTMENT MANAGEMENT, LLC | 93.795 $ | -29.575 $ | -24,0 % | 123.370 $ | +9.743 $ | +8,6 % | 113.627 $ | -3.800 $ | -3,2 % | 117.427 $ | +16.788 $ | +16,7 % |
| Raleigh Capital Management Inc. | 123.347 $ | |||||||||||
| Geneos Wealth Management Inc. | 119.765 $ | +5.293 $ | +4,6 % | 114.472 $ | -1.887 $ | -1,6 % | 116.359 $ | +16.133 $ | +16,1 % | 100.226 $ | -423.017 $ | -80,8 % |
| Crewe Advisors LLC | 116.351 $ | +114.643 $ | +6.712,1 % | 1.708 $ | ||||||||
| Signature Equity Partners, LLC | 113.174 $ | +39.764 $ | +54,2 % | 73.410 $ | +65.983 $ | +888,4 % | 7.427 $ | |||||
| TRUST CO OF VERMONT | 100.307 $ | -7.515 $ | -7,0 % | 107.822 $ | +11.266 $ | +11,7 % | 96.556 $ | +13.804 $ | +16,7 % | |||
| GPS Wealth Strategies Group, LLC | 103.208 $ | +14.756 $ | +16,7 % | |||||||||
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 86.171 $ | -14.398 $ | -14,3 % | 100.569 $ | ||||||||
| QUADRANT CAPITAL GROUP LLC | 99.925 $ | |||||||||||
| ROTHSCHILD INVESTMENT LLC | 85.377 $ | -14.265 $ | -14,3 % | 99.642 $ | +29.212 $ | +41,5 % | 70.430 $ | +7.359 $ | +11,7 % | 63.071 $ | +9.017 $ | +16,7 % |
| Glass Jacobson Investment Advisors llc | 56.548 $ | -42.167 $ | -42,7 % | 98.715 $ | +7.795 $ | +8,6 % | 90.920 $ | +9.500 $ | +11,7 % | 81.420 $ | +2.075 $ | +2,6 % |
| NBT BANK, N.A. | 81.405 $ | -14.806 $ | -15,4 % | 96.211 $ | +18.268 $ | +23,4 % | 77.943 $ | +8.144 $ | +11,7 % | 69.799 $ | +9.980 $ | +16,7 % |
| Tower Research Capital LLC (TRC) | 89.506 $ | -4.018 $ | -4,3 % | 93.524 $ | +83.621 $ | +844,4 % | 9.903 $ | +9.313 $ | +1.578,5 % | |||
| Key Capital Management, INC | 87.203 $ | +33.072 $ | +61,1 % | 54.131 $ | -38.239 $ | -41,4 % | 92.370 $ | |||||
| Wealth Enhancement Trust Services, Inc. | 43.205 $ | -7.867 $ | -15,4 % | 51.072 $ | -37.371 $ | -42,3 % | 88.443 $ | |||||
| BARRETT & COMPANY, INC. | 49.399 $ | -8.254 $ | -14,3 % | 57.653 $ | -29.424 $ | -33,8 % | 87.077 $ | +9.098 $ | +11,7 % | 77.979 $ | +11.149 $ | +16,7 % |
| Glassman Wealth Services | 86.091 $ | |||||||||||
| Root Financial Partners, LLC | 84.997 $ | +54.008 $ | +174,3 % | 30.989 $ | +26.708 $ | +623,9 % | 4.281 $ | |||||
| IAG Wealth Partners, LLC | 46.223 $ | -7.722 $ | -14,3 % | 53.945 $ | -30.827 $ | -36,4 % | 84.772 $ | +40.278 $ | +90,5 % | 44.494 $ | +4.068 $ | +10,1 % |
| Wells Financial Advisors INC | 47.652 $ | -7.962 $ | -14,3 % | 55.614 $ | -28.475 $ | -33,9 % | 84.089 $ | +68.799 $ | +450,0 % | 15.290 $ | ||
| Northwest Capital Management Inc | 78.132 $ | +11.171 $ | +16,7 % | |||||||||
| COUNTRY TRUST BANK | 76.720 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 65.680 $ | -10.975 $ | -14,3 % | 76.655 $ | +5.798 $ | +8,2 % | 70.857 $ | +33.396 $ | +89,1 % | 37.461 $ | +16.757 $ | +80,9 % |
| SFAM, LLC | 73.940 $ | |||||||||||
| Purpose Unlimited Inc. | 4.683 $ | -66.758 $ | -93,4 % | 71.441 $ | ||||||||
| MBM WEALTH CONSULTANTS, LLC | 70.074 $ | |||||||||||
| FIDUCIARY ADVISORS, INC. | 66.999 $ | |||||||||||
| HIGHLINE WEALTH PARTNERS LLC | 18.267 $ | -271 $ | -1,5 % | 18.538 $ | -44.209 $ | -70,5 % | 62.747 $ | +40.959 $ | +188,0 % | 21.788 $ | -42.749 $ | -66,2 % |
| Sound Income Strategies, LLC | 61.767 $ | +2.352 $ | +4,0 % | 59.415 $ | +9.491 $ | +19,0 % | 49.924 $ | +8.319 $ | +20,0 % | |||
| Beaird Harris Wealth Management, LLC | 52.577 $ | -8.784 $ | -14,3 % | 61.361 $ | +4.846 $ | +8,6 % | 56.515 $ | +5.905 $ | +11,7 % | 50.610 $ | +7.235 $ | +16,7 % |
| Basepoint Wealth LLC | 60.063 $ | |||||||||||
| Allied Private Wealth LLC | 59.637 $ | |||||||||||
| WPG Advisers, LLC | 30.221 $ | -28.875 $ | -48,9 % | 59.096 $ | +29.415 $ | +99,1 % | ||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 54.879 $ | -4.111 $ | -7,0 % | 58.990 $ | +47.918 $ | +432,8 % | ||||||
| Abound Wealth Management | 3.733 $ | -51.974 $ | -93,3 % | 55.707 $ | ||||||||
| Bogart Wealth, LLC | 32.880 $ | -18.100 $ | -35,5 % | 50.980 $ | -4.596 $ | -8,3 % | 55.576 $ | +49.231 $ | +775,9 % | 6.345 $ | +4.314 $ | +212,4 % |
| Clearstead Trust, LLC | 52.100 $ | -2.216 $ | -4,1 % | 54.316 $ | +4.288 $ | +8,6 % | 50.028 $ | |||||
| HUNTINGTON NATIONAL BANK | 24.619 $ | -29.326 $ | -54,4 % | 53.945 $ | +42.505 $ | +371,5 % | 11.440 $ | +1.196 $ | +11,7 % | 10.244 $ | +3.692 $ | +56,3 % |
| COMPASS FINANCIAL MANAGEMENT LLC | 52.634 $ | |||||||||||
| First Bancorp, Inc /ME/ | 51.305 $ | |||||||||||
| Colonial Trust Co / SC | 43.840 $ | -7.325 $ | -14,3 % | 51.165 $ | +1.650 $ | +3,3 % | 49.515 $ | -866 $ | -1,7 % | 50.381 $ | +7.138 $ | +16,5 % |
| Delos Wealth Advisors, LLC | 43.364 $ | -7.245 $ | -14,3 % | 50.609 $ | ||||||||
| HHM Wealth Advisors, LLC | 50.035 $ | +21.949 $ | +78,1 % | 28.086 $ | +20.402 $ | +265,5 % | 7.684 $ | +803 $ | +11,7 % | 6.881 $ | +984 $ | +16,7 % |
| Evergreen Advisors, LLC | 49.496 $ | |||||||||||
| Financial Management Professionals, Inc. | 41.298 $ | -6.901 $ | -14,3 % | 48.199 $ | +3.807 $ | +8,6 % | 44.392 $ | -1.096 $ | -2,4 % | 45.488 $ | +6.504 $ | +16,7 % |
| GAMMA Investing LLC | 37.804 $ | -6.316 $ | -14,3 % | 44.120 $ | +3.484 $ | +8,6 % | 40.636 $ | +4.246 $ | +11,7 % | 36.390 $ | +5.202 $ | +16,7 % |
| Blue Trust, Inc. | 42.251 $ | +38.428 $ | +1.005,2 % | 3.823 $ | ||||||||
| FINANCIAL CONSULATE, INC | 35.739 $ | -5.972 $ | -14,3 % | 41.711 $ | +3.294 $ | +8,6 % | 38.417 $ | +4.014 $ | +11,7 % | 34.403 $ | ||
| Plante Moran Financial Advisors, LLC | 35.660 $ | -5.958 $ | -14,3 % | 41.618 $ | +3.287 $ | +8,6 % | 38.331 $ | +4.005 $ | +11,7 % | 34.326 $ | +4.908 $ | +16,7 % |
| Costello Asset Management, INC | 35.739 $ | -1.708 $ | -4,6 % | 37.447 $ | +2.958 $ | +8,6 % | 34.489 $ | +11.248 $ | +48,4 % | 23.241 $ | +3.323 $ | +16,7 % |
| Archer Investment Corp | 37.328 $ | +15.546 $ | +71,4 % | 21.782 $ | +18.794 $ | +629,0 % | 2.988 $ | -7.168 $ | -70,6 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 21.285 $ | -3.556 $ | -14,3 % | 24.841 $ | +18.950 $ | +321,7 % | 5.891 $ | -30.882 $ | -84,0 % | 36.773 $ | +6.175 $ | +20,2 % |
| Family Legacy Financial Solutions, LLC | 36.314 $ | |||||||||||
| WEST PACES ADVISORS INC. | 35.898 $ | |||||||||||
| Keating Financial Advisory Services, Inc. | 30.338 $ | -3.494 $ | -10,3 % | 33.832 $ | +10.782 $ | +46,8 % | 23.050 $ | |||||
| SageView Advisory Group, LLC | 33.380 $ | |||||||||||
| ORG Partners LLC | 30.134 $ | -3.042 $ | -9,2 % | 33.176 $ | +5.553 $ | +20,1 % | ||||||
| Networth Advisors, LLC | 2.065 $ | +119 $ | +6,1 % | 1.946 $ | -31.092 $ | -94,1 % | 33.038 $ | |||||
| TSFG, LLC | 27.000 $ | -5.000 $ | -15,6 % | 32.000 $ | ||||||||
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 31.000 $ | |||||||||||
| BOKF, NA | 22.952 $ | -221 $ | -1,0 % | 23.173 $ | +1.830 $ | +8,6 % | 21.343 $ | -9.237 $ | -30,2 % | 30.580 $ | +4.372 $ | +16,7 % |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 30.180 $ | +10.252 $ | +51,4 % | 19.928 $ | ||||||||
| Godfrey Financial Associates, Inc. | 3.336 $ | -25.305 $ | -88,4 % | 28.641 $ | +2.262 $ | +8,6 % | 26.379 $ | |||||
| Pacifica Partners Inc. | 25.572 $ | -2.606 $ | -9,2 % | 28.178 $ | +17.510 $ | +164,1 % | 10.668 $ | +1.600 $ | +17,6 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 22.000 $ | -6.000 $ | -21,4 % | 28.000 $ | +15.000 $ | +115,4 % | 13.000 $ | +5.000 $ | +62,5 % | 8.000 $ | +1.000 $ | +14,3 % |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 23.388 $ | -3.154 $ | -11,9 % | 26.542 $ | +1.401 $ | +5,6 % | 25.141 $ | +2.627 $ | +11,7 % | 22.514 $ | ||
| CITY HOLDING CO | 22.316 $ | -3.729 $ | -14,3 % | 26.045 $ | +2.996 $ | +13,0 % | 23.049 $ | |||||
| CVA Family Office, LLC | 21.046 $ | -3.517 $ | -14,3 % | 24.563 $ | ||||||||
| Groupe la Francaise | 24.106 $ | +2.214 $ | +10,1 % | 21.892 $ | +2.528 $ | +13,1 % | 19.364 $ | -289 $ | -1,5 % | |||
| SALEM INVESTMENT COUNSELORS INC | 20.014 $ | -3.344 $ | -14,3 % | 23.358 $ | +4.092 $ | +21,2 % | 19.266 $ | +6.162 $ | +47,0 % | |||
| Cape Investment Advisory, Inc. | 12.945 $ | -9.934 $ | -43,4 % | 22.879 $ | +6.977 $ | +43,9 % | 15.902 $ | +4.895 $ | +44,5 % | |||
| Wilmington Savings Fund Society, FSB | 18.743 $ | -3.132 $ | -14,3 % | 21.875 $ | +1.728 $ | +8,6 % | 20.147 $ | +2.105 $ | +11,7 % | 18.042 $ | +2.579 $ | +16,7 % |
| OPTIMA CAPITAL LLC | 21.086 $ | |||||||||||
| Main Street Group, LTD | 18.028 $ | -3.013 $ | -14,3 % | 21.041 $ | +3.687 $ | +21,2 % | 17.354 $ | +2.481 $ | +16,7 % | |||
| Keener Financial Planning LLC | 21.000 $ | |||||||||||
| United Financial Planning Group LLC | 19.537 $ | -1.411 $ | -6,7 % | 20.948 $ | ||||||||
| Go Invest LLC | 20.832 $ | +11.115 $ | +114,4 % | 9.717 $ | +7.345 $ | +309,7 % | 2.372 $ | |||||
| Financial Perspectives, Inc | 17.234 $ | -2.880 $ | -14,3 % | 20.114 $ | +1.589 $ | +8,6 % | 18.525 $ | +1.935 $ | +11,7 % | 16.590 $ | +2.372 $ | +16,7 % |
| Golden State Wealth Management, LLC | 19.855 $ | |||||||||||
| Asset Dedication, LLC | 16.679 $ | -2.786 $ | -14,3 % | 19.465 $ | +10.501 $ | +117,1 % | 8.964 $ | +936 $ | +11,7 % | 8.028 $ | ||
| Commonwealth Retirement Investments LLC | 18.425 $ | +3.485 $ | +23,3 % | 14.940 $ | ||||||||
| Portus Wealth Advisors, LLC | 18.353 $ | |||||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 17.314 $ | |||||||||||
| MassMutual Private Wealth & Trust, FSB | 6.989 $ | -1.168 $ | -14,3 % | 8.157 $ | -8.832 $ | -52,0 % | 16.989 $ | +1.775 $ | +11,7 % | 15.214 $ | ||
| Front Row Advisors LLC | 16.773 $ | |||||||||||
| Luminist Capital LLC | 15.884 $ | |||||||||||
| SIGNATUREFD, LLC | 12.707 $ | -2.680 $ | -17,4 % | 15.387 $ | +1.216 $ | +8,6 % | 14.171 $ | +4.615 $ | +48,3 % | 9.556 $ | +1.366 $ | +16,7 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 14.367 $ | +7.939 $ | +123,5 % | |||||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 11.913 $ | -1.991 $ | -14,3 % | 13.904 $ | ||||||||
| Colonial Trust Advisors | 11.913 $ | -1.991 $ | -14,3 % | 13.904 $ | +1.098 $ | +8,6 % | 12.806 $ | |||||
| SouthState Bank Corp | 11.039 $ | -1.845 $ | -14,3 % | 12.884 $ | +78 $ | +0,6 % | 12.806 $ | +11.299 $ | +749,8 % | |||
| Minot DeBlois Advisors LLC | 2.780 $ | -4.172 $ | -60,0 % | 6.952 $ | -5.854 $ | -45,7 % | 12.806 $ | +1.338 $ | +11,7 % | 11.468 $ | +1.640 $ | +16,7 % |
| VANGUARD ADVISERS INC | 12.072 $ | |||||||||||
| JPL Wealth Management, LLC | 10.007 $ | -1.672 $ | -14,3 % | 11.679 $ | +2.046 $ | +21,2 % | 9.633 $ | |||||
| Vermillion & White Wealth Management Group, LLC | 11.098 $ | +1.159 $ | +11,7 % | 9.939 $ | +1.421 $ | +16,7 % | ||||||
| TOWER TRUST & INVESTMENT Co | 11.039 $ | |||||||||||
| HOEY INVESTMENTS, INC | 10.928 $ | |||||||||||
| Prestige Wealth Management Group LLC | 8.657 $ | -1.447 $ | -14,3 % | 10.104 $ | +798 $ | +8,6 % | 9.306 $ | |||||
| Accredited Wealth Management, LLC | 9.557 $ | +1.367 $ | +16,7 % | |||||||||
| WHITTIER TRUST CO | 8.321 $ | -984 $ | -10,6 % | 9.305 $ | +320 $ | +3,6 % | 8.985 $ | +1.216 $ | +15,7 % | 7.769 $ | +1.152 $ | +17,4 % |
| MCF Advisors LLC | 7.942 $ | -1.327 $ | -14,3 % | 9.269 $ | +732 $ | +8,6 % | 8.537 $ | |||||
| Grove Bank & Trust | 7.942 $ | -1.327 $ | -14,3 % | 9.269 $ | +732 $ | +8,6 % | 8.537 $ | +892 $ | +11,7 % | 7.645 $ | ||
| AMERIFLEX GROUP, INC. | 9.269 $ | |||||||||||
| Sunbelt Securities, Inc. | 9.084 $ | +718 $ | +8,6 % | 8.366 $ | +874 $ | +11,7 % | 7.492 $ | +2.397 $ | +47,0 % | |||
| Community Financial Services Group, LLC | 8.791 $ | |||||||||||
| FIRST COMMUNITY TRUST NA | 8.577 $ | +2.645 $ | +44,6 % | 5.932 $ | +3.542 $ | +148,2 % | 2.390 $ | +2.161 $ | +943,7 % | 229 $ | -57.035 $ | -99,6 % |
| Inspire Investing, LLC | 6.512 $ | -1.089 $ | -14,3 % | 7.601 $ | +601 $ | +8,6 % | 7.000 $ | |||||
| Clarity Asset Management, Inc. | 7.502 $ | +3.660 $ | +95,3 % | 3.842 $ | +402 $ | +11,7 % | 3.440 $ | +492 $ | +16,7 % | |||
| HAZLETT, BURT & WATSON, INC. | 6.000 $ | -1.000 $ | -14,3 % | 7.000 $ | ||||||||
| Pinnacle Wealth Planning Services, Inc. | 5.798 $ | -968 $ | -14,3 % | 6.766 $ | +534 $ | +8,6 % | 6.232 $ | |||||
| Strengthening Families & Communities, LLC | 5.718 $ | -956 $ | -14,3 % | 6.674 $ | +527 $ | +8,6 % | 6.147 $ | |||||
| FIRST FINANCIAL CORP /IN/ | 5.718 $ | -956 $ | -14,3 % | 6.674 $ | +527 $ | +8,6 % | 6.147 $ | +337 $ | +5,8 % | 5.810 $ | +830 $ | +16,7 % |
| High Note Wealth, LLC | 5.559 $ | -929 $ | -14,3 % | 6.488 $ | +512 $ | +8,6 % | 5.976 $ | +624 $ | +11,7 % | 5.352 $ | +766 $ | +16,7 % |
| SITTNER & NELSON, LLC | 5.798 $ | |||||||||||
| Valued Wealth Advisors LLC | 4.845 $ | -810 $ | -14,3 % | 5.655 $ | +447 $ | +8,6 % | 5.208 $ | +544 $ | +11,7 % | 4.664 $ | +667 $ | +16,7 % |
| First Command Advisory Services, Inc. | 5.654 $ | +446 $ | +8,6 % | 5.208 $ | ||||||||
| Signature Resources Capital Management, LLC | 4.765 $ | -796 $ | -14,3 % | 5.561 $ | +439 $ | +8,6 % | 5.122 $ | +535 $ | +11,7 % | 4.587 $ | ||
| Wealth Watch Advisors, INC | 5.275 $ | |||||||||||
| TOTH FINANCIAL ADVISORY CORP | 4.369 $ | -729 $ | -14,3 % | 5.098 $ | +402 $ | +8,6 % | 4.696 $ | +491 $ | +11,7 % | 4.205 $ | +1.387 $ | +49,2 % |
| BROWN, LISLE/CUMMINGS, INC. | 4.727 $ | +2.763 $ | +140,7 % | 1.964 $ | +206 $ | +11,7 % | 1.758 $ | +251 $ | +16,7 % | |||
| CHILTON CAPITAL MANAGEMENT LLC | 4.686 $ | +4.222 $ | +909,9 % | 464 $ | +37 $ | +8,7 % | 427 $ | |||||
| Atlantic Edge Private Wealth Management, LLC | 3.971 $ | -664 $ | -14,3 % | 4.635 $ | +366 $ | +8,6 % | 4.269 $ | +446 $ | +11,7 % | 3.823 $ | ||
| Hillsdale Investment Management Inc. | 4.528 $ | +727 $ | +19,1 % | 3.801 $ | +1.411 $ | +59,0 % | 2.390 $ | +250 $ | +11,7 % | 2.140 $ | +305 $ | +16,6 % |
| Montgomery Financial Services LLC | 4.527 $ | |||||||||||
| American Capital Advisory, LLC | 3.495 $ | -584 $ | -14,3 % | 4.079 $ | +322 $ | +8,6 % | 3.757 $ | +393 $ | +11,7 % | 3.364 $ | +481 $ | +16,7 % |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 3.000 $ | -1.000 $ | -25,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +1.000 $ | +33,3 % | 3.000 $ | +0 $ | +0,0 % |
| Aspect Partners, LLC | 3.971 $ | +263 $ | +7,1 % | 3.708 $ | +2.001 $ | +117,2 % | 1.707 $ | |||||
| Creekmur Asset Management LLC | 3.823 $ | +547 $ | +16,7 % | |||||||||
| Clean Yield Group | 3.733 $ | |||||||||||
| Cherry Tree Wealth Management, LLC | 3.523 $ | |||||||||||
| DHJJ Financial Advisors, Ltd. | 2.860 $ | -477 $ | -14,3 % | 3.337 $ | +263 $ | +8,6 % | 3.074 $ | |||||
| LifeSteps Financial, Inc. | 3.336 $ | |||||||||||
| Strategic Investment Solutions, Inc. /IL | 3.256 $ | +1.402 $ | +75,6 % | 1.854 $ | ||||||||
| Sachetta, LLC | 3.152 $ | |||||||||||
| WEBSTER BANK, N. A. | 2.541 $ | -425 $ | -14,3 % | 2.966 $ | +234 $ | +8,6 % | 2.732 $ | +286 $ | +11,7 % | 2.446 $ | +349 $ | +16,6 % |
| MOTCO | 2.859 $ | |||||||||||
| Darwin Wealth Management, LLC | 2.144 $ | -358 $ | -14,3 % | 2.502 $ | ||||||||
| Nemes Rush Group LLC | 1.986 $ | -331 $ | -14,3 % | 2.317 $ | +183 $ | +8,6 % | 2.134 $ | +223 $ | +11,7 % | 1.911 $ | +273 $ | +16,7 % |
| Covestor Ltd | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +1.000 $ | +100,0 % | 1.000 $ | +0 $ | +0,0 % |
| AdvisorNet Financial, Inc | 1.668 $ | -278 $ | -14,3 % | 1.946 $ | +153 $ | +8,5 % | 1.793 $ | +188 $ | +11,7 % | 1.605 $ | -5.209 $ | -76,4 % |
| TOMPKINS FINANCIAL CORP | 1.854 $ | +147 $ | +8,6 % | 1.707 $ | +178 $ | +11,6 % | 1.529 $ | +219 $ | +16,7 % | |||
| Dunhill Financial, LLC | 1.610 $ | |||||||||||
| GABLES CAPITAL MANAGEMENT INC. | 1.588 $ | |||||||||||
| Markowski Investments | 1.588 $ | |||||||||||
| MTM Investment Management, LLC | 1.350 $ | |||||||||||
| Park Square Financial Group, LLC | 742 $ | +222 $ | +42,7 % | 520 $ | -550 $ | -51,4 % | 1.070 $ | -14.262 $ | -93,0 % | |||
| Avion Wealth | 1.000 $ | +1.000 $ | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | |||||
| Centerpoint Advisors, LLC | 1.000 $ | |||||||||||
| BIRCHBROOK, INC. | 954 $ | |||||||||||
| Glen Eagle Advisors, LLC | 841 $ | +120 $ | +16,6 % | |||||||||
| Graney & King, LLC | 715 $ | -119 $ | -14,3 % | 834 $ | ||||||||
| Ravenstone Capital Management Inc. | 715 $ | |||||||||||
| Institute for Wealth Management, LLC. | 464 $ | |||||||||||
| Eukles Asset Management | 318 $ | -53 $ | -14,3 % | 371 $ | +115 $ | +44,9 % | 256 $ | +27 $ | +11,8 % | 229 $ | +32 $ | +16,2 % |
| Creative Capital Management Investments LLC | 318 $ | -53 $ | -14,3 % | 371 $ | +30 $ | +8,8 % | 341 $ | +35 $ | +11,4 % | 306 $ | +44 $ | +16,8 % |
| TOEWS CORP /ADV | 238 $ | |||||||||||
| Russell Investments Group, Ltd. | 79 $ | -14 $ | -15,1 % | 93 $ | +8 $ | +9,4 % | 85 $ | +9 $ | +11,8 % | 76 $ | +10 $ | +15,2 % |
| Cordant, Inc. | 71 $ | |||||||||||
| Guerra Advisors Inc | 23 $ | |||||||||||
| TD PRIVATE CLIENT WEALTH LLC | 7 $ | -1 $ | -12,5 % | 8 $ | ||||||||
| Roble, Belko & Company, Inc | 0 $ | +0 $ | 0 $ | |||||||||
| 13.995.504.476 $ | -384.846.119 $ | +64,4 % | 14.971.778.866 $ | +832.842.092 $ | +203,2 % | 13.881.612.898 $ | +1.649.551.201 $ | +142,0 % | 11.768.980.618 $ | +2.601.432.590 $ | +45,6 % | |