| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 362.002.623 $ | +22.630.564 $ | +9,2 % | 14.133.573.682 $ | -337.147.764 $ | +61,5 % | 14.985.477.271 $ | +841.766.115 $ | +203,5 % | 13.884.415.310 $ | +1.643.762.011 $ | +108,6 % | |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| EVOKE WEALTH, LLC | 692.639.724 $ | +63.054.220 $ | +10,0 % | 629.585.504 $ | +75.195.942 $ | +13,6 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Arizona PSPRS Trust | 266.575.136 $ | |||||||||||
| 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 % | |||
| 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 % | |||
| PRUDENTIAL FINANCIAL INC | 139.110.007 $ | -16.604.929 $ | -10,7 % | 155.714.936 $ | -70.879.987 $ | -31,3 % | 226.594.923 $ | |||||
| 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 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 201.013.148 $ | -17.133.565 $ | -7,9 % | 218.146.713 $ | ||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Gradient Investments LLC | 107.924.908 $ | -12.612.306 $ | -10,5 % | 120.537.214 $ | -30.386.264 $ | -20,1 % | 150.923.478 $ | +56.878.722 $ | +60,5 % | 94.044.756 $ | +18.142.243 $ | +23,9 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| PAYDEN & RYGEL | 110.981.000 $ | |||||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Farther Finance Advisors, LLC | 97.685.101 $ | +40.267.618 $ | +70,1 % | 57.417.483 $ | -2.988.974 $ | -4,9 % | 60.406.457 $ | +6.136.224 $ | +11,3 % | 54.270.233 $ | +12.875.385 $ | +31,1 % |
| 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 % | |||
| Strategic Financial Services, Inc. | 44.587.023 $ | -9.521.321 $ | -17,6 % | 54.108.344 $ | -36.243.356 $ | -40,1 % | 90.351.700 $ | -16.518.825 $ | -15,5 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| CWM, LLC | 85.528.562 $ | +6.004.562 $ | +7,6 % | 79.524.000 $ | +19.776.000 $ | +33,1 % | ||||||
| Private Advisor Group, LLC | 63.219.861 $ | -15.714.462 $ | -19,9 % | 78.934.323 $ | +9.021.137 $ | +12,9 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Quadrature Capital Ltd | 62.213.250 $ | +37.031.162 $ | +147,1 % | |||||||||
| 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 % | |||
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 61.483.474 $ | +6.393.604 $ | +11,6 % | |||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Verde Servicos Internacionais S.A. | 47.271.000 $ | -7.899.000 $ | -14,3 % | 55.170.000 $ | +23.896.000 $ | +76,4 % | 31.274.000 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Diversify Advisory Services, LLC | 51.270.967 $ | +6.780.720 $ | +15,2 % | 44.490.247 $ | +6.062.379 $ | +15,8 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Capital Planning Advisors, LLC | 41.034.883 $ | -4.487.816 $ | -9,9 % | 45.522.699 $ | +3.679.856 $ | +8,8 % | ||||||
| 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 % | |||
| 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 % | |||
| Main Street Research LLC | 43.513.413 $ | +4.045.496 $ | +10,3 % | 39.467.917 $ | +3.776.164 $ | +10,6 % | ||||||
| Bangor Savings Bank | 37.721.196 $ | +520.471 $ | +1,4 % | 37.200.725 $ | -6.178.937 $ | -14,2 % | 43.379.662 $ | +5.896.854 $ | +15,7 % | 37.482.808 $ | +4.110.242 $ | +12,3 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 27.038.370 $ | -14.467.872 $ | -34,9 % | 41.506.242 $ | +10.642.882 $ | +34,5 % | 30.863.360 $ | -1.646.389 $ | -5,1 % | 32.509.749 $ | -4.827.896 $ | -12,9 % |
| 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 % | |||
| Corient Private Wealth LP | 37.660.330 $ | +19.209.833 $ | +104,1 % | 18.450.497 $ | -11.172.582 $ | -37,7 % | 29.623.079 $ | +3.483.349 $ | +13,3 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Mission Creek Capital Partners, Inc. | 30.412.404 $ | -5.178.267 $ | -14,5 % | 35.590.671 $ | +2.632.323 $ | +8,0 % | 32.958.348 $ | +4.764.065 $ | +16,9 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| BANK OF NOVA SCOTIA | 22.366.940 $ | +6.725.270 $ | +43,0 % | |||||||||
| Nicht ausgewiesen | 22.346.252 $ | +2.038.284 $ | +10,0 % | 20.307.968 $ | +1.204.632 $ | +6,3 % | 19.103.336 $ | +2.932.436 $ | +18,1 % | |||
| 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 % | |||
| 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 % | |||
| Stratos Wealth Partners, LTD. | 20.912.295 $ | +3.659.853 $ | +21,2 % | 17.252.442 $ | +1.662.593 $ | +10,7 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| CoreCap Advisors, LLC | 18.216.338 $ | +1.165.341 $ | +6,8 % | 17.050.997 $ | -2.805.796 $ | -14,1 % | 19.856.793 $ | +1.707.558 $ | +9,4 % | 18.149.235 $ | +2.179.717 $ | +13,6 % |
| Virtu Financial LLC | 19.679.000 $ | |||||||||||
| 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 % | |||
| 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 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| NewEdge Advisors, LLC | 46.541 $ | -666.246 $ | -93,5 % | 712.787 $ | -16.272.087 $ | -95,8 % | 16.984.874 $ | +2.190.113 $ | +14,8 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Peak Retirement Planning, Inc. | 2.509.517 $ | -12.697.262 $ | -83,5 % | 15.206.779 $ | +1.895.577 $ | +14,2 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| E Fund Management Co., Ltd. | 13.396.022 $ | |||||||||||
| 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 % | |||
| Alliance Wealth Advisors, LLC /UT | 13.229.784 $ | +5.781.166 $ | +77,6 % | 7.448.618 $ | ||||||||
| 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 % | |||
| January Capital Advisors LLC | 12.644.776 $ | +8.844.764 $ | +232,8 % | 3.800.012 $ | ||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||||||||
| PARK AVENUE SECURITIES LLC | 7.674.000 $ | -4.459.000 $ | -36,8 % | 12.133.000 $ | +4.062.000 $ | +50,3 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 $ | ||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| INSPIRION WEALTH ADVISORS, LLC | 9.441.878 $ | -78.112 $ | -0,8 % | 9.519.990 $ | -1.451.262 $ | -13,2 % | 10.971.252 $ | +1.315.137 $ | +13,6 % | 9.656.115 $ | +4.527.826 $ | +88,3 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| StoneX Group Inc. | 541.309 $ | -10.121.079 $ | -94,9 % | 10.662.388 $ | +1.683.947 $ | +18,8 % | ||||||
| Modern Wealth Management, LLC | 4.214.582 $ | -6.378.326 $ | -60,2 % | 10.592.908 $ | +10.262.868 $ | +3.109,6 % | 330.040 $ | -234.085 $ | -41,5 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| AAF Wealth Management, LLC | 9.334.074 $ | |||||||||||
| AIFG Consultants Ltd. | 9.330.834 $ | +586.961 $ | +6,7 % | |||||||||
| 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 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 8.057.092 $ | +573.584 $ | +7,7 % | 7.483.508 $ | -1.791.610 $ | -19,3 % | 9.275.118 $ | +958.031 $ | +11,5 % | 8.317.087 $ | +1.323.747 $ | +18,9 % |
| 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 % | |||
| 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 % | |||
| Versant Capital Management, Inc | 8.515.004 $ | +989.935 $ | +13,2 % | 7.525.069 $ | -1.492.926 $ | -16,6 % | 9.017.995 $ | +308.377 $ | +3,5 % | 8.709.618 $ | +652.858 $ | +8,1 % |
| 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 % | |||
| 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 % | |||
| AMJ Financial Wealth Management | 8.842.024 $ | +0 $ | +0,0 % | 8.842.024 $ | +744.637 $ | +9,2 % | 8.097.387 $ | +33.173 $ | +0,4 % | |||
| Financial Enhancement Group LLC | 8.815.521 $ | +4.852.542 $ | +122,4 % | 3.962.979 $ | -482.040 $ | -10,8 % | 4.445.019 $ | -1.721.992 $ | -27,9 % | 6.167.011 $ | -1.568.161 $ | -20,3 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 | 6.468.244 $ | -892.631 $ | -12,1 % | 7.360.875 $ | -1.258.564 $ | -14,6 % | 8.619.439 $ | +160.934 $ | +1,9 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| FRANKLIN TEMPLETON INC | 8.187.712 $ | -257.552 $ | -3,0 % | 8.445.264 $ | +2.829.028 $ | +50,4 % | 5.616.236 $ | +1.634.490 $ | +41,0 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| IMC-Chicago, LLC | 7.841.574 $ | |||||||||||
| 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 % | |||
| 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 % | |||
| ENTREWEALTH, LLC | 7.736.978 $ | +909.803 $ | +13,3 % | 6.827.175 $ | +231.856 $ | +3,5 % | 6.595.319 $ | +1.640.518 $ | +33,1 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Janney Montgomery Scott LLC | 7.559.000 $ | -11.000 $ | -0,1 % | 7.570.000 $ | +1.112.000 $ | +17,2 % | ||||||
| Roan Capital Partners | 4.670.877 $ | -216.947 $ | -4,4 % | 4.887.824 $ | -2.604.309 $ | -34,8 % | 7.492.133 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Gateway Wealth Partners, LLC | 3.666.509 $ | -3.403.725 $ | -48,1 % | 7.070.234 $ | +6.806.709 $ | +2.582,9 % | ||||||
| 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 % | |||
| 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 % | |||
| COMERICA BANK | 6.972.087 $ | +1.212.298 $ | +21,0 % | |||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Ameritas Advisory Services, LLC | 6.588.961 $ | +312.729 $ | +5,0 % | 6.276.232 $ | -3.409.295 $ | -35,2 % | ||||||
| Independent Advisor Alliance | 6.572.461 $ | +6.338.677 $ | +2.711,3 % | |||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| BUSH INVESTMENT GROUP, LLC | 2.710.163 $ | -3.454.405 $ | -56,0 % | 6.164.568 $ | +569.804 $ | +10,2 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Vestmark Advisory Solutions, Inc. | 5.892.170 $ | +438.754 $ | +8,0 % | 5.453.416 $ | ||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Fortis Advisors, LLC | 3.637.436 $ | -696.054 $ | -16,1 % | 4.333.490 $ | -1.267.209 $ | -22,6 % | 5.600.699 $ | +431.838 $ | +8,4 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Global Retirement Partners, LLC | 5.184.403 $ | +1.028.044 $ | +24,7 % | 4.156.359 $ | +531.680 $ | +14,7 % | ||||||
| Arcus Capital Partners, LLC | 588.820 $ | -4.565.406 $ | -88,6 % | 5.154.226 $ | +3.150.491 $ | +157,2 % | ||||||
| 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 % | |||
| 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 % | |||
| Beckerman Institutional, LLC | 3.840.934 $ | -918.144 $ | -19,3 % | 4.759.078 $ | -293.549 $ | -5,8 % | 5.052.627 $ | +227.791 $ | +4,7 % | |||
| 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 % | |||
| Patten Group, Inc. | 4.240.472 $ | -723.912 $ | -14,6 % | 4.964.384 $ | +530.693 $ | +12,0 % | 4.433.691 $ | +658.131 $ | +17,4 % | |||
| 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 % | |||
| 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 % | |||
| NDVR, Inc. | 4.843.552 $ | +47.385 $ | +1,0 % | |||||||||
| Nicht ausgewiesen | 4.799.501 $ | +501.482 $ | +11,7 % | |||||||||
| Atria Investments, Inc | 2.189.801 $ | -2.577.260 $ | -54,1 % | 4.767.061 $ | +496.793 $ | +11,6 % | ||||||
| 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 % | |||
| 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 % | |||
| GeoWealth Management, LLC | 622.096 $ | -4.017.508 $ | -86,6 % | 4.639.604 $ | ||||||||
| 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 % | |||
| Jacobi Capital Management LLC | 3.856.559 $ | -774.510 $ | -16,7 % | 4.631.069 $ | +412.677 $ | +9,8 % | 4.218.392 $ | |||||
| SCOTIA CAPITAL INC. | 3.938.720 $ | -136.774 $ | -3,4 % | 4.075.494 $ | -520.923 $ | -11,3 % | 4.596.417 $ | +139.526 $ | +3,1 % | |||
| 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 % | |||
| American Trust | 3.696.507 $ | -888.062 $ | -19,4 % | 4.584.569 $ | +121.219 $ | +2,7 % | 4.463.350 $ | +197.449 $ | +4,6 % | |||
| Apella Capital, LLC | 3.637.281 $ | -48.638 $ | -1,3 % | 3.685.919 $ | -892.212 $ | -19,5 % | 4.578.131 $ | +265.409 $ | +6,2 % | 4.312.722 $ | -227.244 $ | -5,0 % |
| Omnitrust Wealth Management, Inc | 4.563.795 $ | |||||||||||
| 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 % | |||
| 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 $ | |||||
| McNaughton Wealth Management, LLC | 2.210.724 $ | +174.475 $ | +8,6 % | 2.036.249 $ | -48.164 $ | -2,3 % | 2.084.413 $ | -2.461.881 $ | -54,2 % | 4.546.294 $ | +581.826 $ | +14,7 % |
| Empowered Funds, LLC | 4.539.647 $ | +485.664 $ | +12,0 % | 4.053.983 $ | +2.928.180 $ | +260,1 % | ||||||
| Stonebridge Financial Group, LLC | 4.125.919 $ | +43.175 $ | +1,1 % | 4.082.744 $ | -436.450 $ | -9,7 % | 4.519.194 $ | +3.845.369 $ | +570,7 % | 673.825 $ | +426.815 $ | +172,8 % |
| 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 % | |||
| 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 % | |||
| Bridgewater Advisors Inc. | 3.705.513 $ | -558.470 $ | -13,1 % | 4.263.983 $ | -126.844 $ | -2,9 % | 4.390.827 $ | +769.796 $ | +21,3 % | |||
| Marex Group Ltd | 4.379.060 $ | +208.381 $ | +5,0 % | 4.170.679 $ | -11.512 $ | -0,3 % | 4.182.191 $ | +899.275 $ | +27,4 % | |||
| 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 % | |||
| 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 % | |||
| Valmark Advisers, Inc. | 4.046.767 $ | -165.808 $ | -3,9 % | 4.212.575 $ | +750.651 $ | +21,7 % | 3.461.924 $ | +424.413 $ | +14,0 % | |||
| 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 % | |||
| 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 % | |||
| DV Trading LLC | 4.084.650 $ | +1.283.280 $ | +45,8 % | 2.801.370 $ | +765.637 $ | +37,6 % | 2.035.733 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Shira Ridge Wealth Management | 1.597.692 $ | -497.328 $ | -23,7 % | 2.095.020 $ | -1.457.788 $ | -41,0 % | 3.552.808 $ | -308.904 $ | -8,0 % | 3.861.712 $ | +529.409 $ | +15,9 % |
| Mutual Advisors, LLC | 3.407.365 $ | -422.226 $ | -11,0 % | 3.829.591 $ | +223.152 $ | +6,2 % | 3.606.439 $ | +434.212 $ | +13,7 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Gotham Asset Management, LLC | 3.592.643 $ | +543.049 $ | +17,8 % | 3.049.594 $ | +76.754 $ | +2,6 % | 2.972.840 $ | +369.182 $ | +14,2 % | |||
| 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 % | |||
| Graetz Wealth LLC | 998.829 $ | -781.874 $ | -43,9 % | 1.780.703 $ | -1.712.776 $ | -49,0 % | 3.493.479 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| American National Bank of Texas | 3.050.850 $ | +256.537 $ | +9,2 % | 2.794.313 $ | -492.196 $ | -15,0 % | 3.286.509 $ | -103.278 $ | -3,0 % | 3.389.787 $ | -103.061 $ | -3,0 % |
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| IFP Advisors, Inc | 2.156.888 $ | -244.061 $ | -10,2 % | 2.400.949 $ | -827.488 $ | -25,6 % | 3.228.437 $ | +617.287 $ | +23,6 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| ABOUND FINANCIAL, LLC | 51.703 $ | -9.936 $ | -16,1 % | 61.639 $ | -2.983.742 $ | -98,0 % | 3.045.381 $ | -5.027.992 $ | -62,3 % | |||
| WBH ADVISORY INC | 2.487.911 $ | -545.720 $ | -18,0 % | 3.033.631 $ | +44.315 $ | +1,5 % | 2.989.316 $ | +122.059 $ | +4,3 % | |||
| 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 % | |||
| Daviman Financial, LLC | 1.464.137 $ | -95.313 $ | -6,1 % | 1.559.450 $ | -1.460.117 $ | -48,4 % | 3.019.567 $ | |||||
| 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 % | ||||||
| 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 % | |||
| 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 % | |||
| GUGGENHEIM CAPITAL LLC | 2.495.138 $ | -335.800 $ | -11,9 % | 2.830.938 $ | +667.662 $ | +30,9 % | 2.163.276 $ | +296.217 $ | +15,9 % | |||
| 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 % | |||
| Vantage Point Financial LLC | 900.391 $ | -1.888.732 $ | -67,7 % | 2.789.123 $ | +744.391 $ | +36,4 % | ||||||
| KICKSTAND VENTURES, LLC. | 1.982.006 $ | -618.412 $ | -23,8 % | 2.600.418 $ | -174.961 $ | -6,3 % | 2.775.379 $ | +498.851 $ | +21,9 % | |||
| Sovran Advisors, LLC | 1.649.292 $ | -185.418 $ | -10,1 % | 1.834.710 $ | -924.889 $ | -33,5 % | 2.759.599 $ | +107.840 $ | +4,1 % | |||
| 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 % | |||
| 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 % | |||
| Brown Financial Advisors | 2.112.493 $ | -575.054 $ | -21,4 % | 2.687.547 $ | +426.949 $ | +18,9 % | 2.260.598 $ | +146.679 $ | +6,9 % | |||
| PDS Planning, Inc | 2.286.278 $ | -382.006 $ | -14,3 % | 2.668.284 $ | +235.651 $ | +9,7 % | 2.432.633 $ | +272.142 $ | +12,6 % | |||
| 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 % | |||
| 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 % | ||||||
| Choate Investment Advisors | 2.191.833 $ | -366.226 $ | -14,3 % | 2.558.059 $ | -47.519 $ | -1,8 % | 2.605.578 $ | +585.388 $ | +29,0 % | |||
| 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 % | |||
| 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 % | |||
| Caitlin John, LLC | 931.279 $ | -1.624.925 $ | -63,6 % | 2.556.204 $ | +242.079 $ | +10,5 % | 2.314.125 $ | +817.310 $ | +54,6 % | |||
| Visionary Wealth Advisors | 2.526.668 $ | +511.587 $ | +25,4 % | 2.015.081 $ | -186.270 $ | -8,5 % | 2.201.351 $ | -26.708 $ | -1,2 % | |||
| Sigma Planning Corp | 2.518.667 $ | +723.887 $ | +40,3 % | 1.794.780 $ | +951.615 $ | +112,9 % | 843.165 $ | +57.853 $ | +7,4 % | |||
| Allworth Financial LP | 2.263.218 $ | -245.513 $ | -9,8 % | 2.508.731 $ | +168.397 $ | +7,2 % | 2.340.334 $ | +390.247 $ | +20,0 % | |||
| Summit Financial, LLC | 1.548.452 $ | -932.025 $ | -37,6 % | 2.480.477 $ | +1.709.074 $ | +221,6 % | 771.403 $ | -420.453 $ | -35,3 % | |||
| 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 % | |||
| 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 % | |||
| NWAM LLC | 2.441.609 $ | +969.414 $ | +65,8 % | 1.472.195 $ | -7.792 $ | -0,5 % | 1.479.987 $ | -330.880 $ | -18,3 % | |||
| UPTICK PARTNERS, LLC | 2.431.274 $ | +138.587 $ | +6,0 % | 2.292.687 $ | +165.778 $ | +7,8 % | 2.126.909 $ | +535.143 $ | +33,6 % | |||
| Focus Advisor Solutions, LLC | 1.972.396 $ | -456.453 $ | -18,8 % | 2.428.849 $ | +1.942.844 $ | +399,8 % | ||||||
| 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 % | |||
| 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 % | |||
| LifeGoal Investments, LLC | 2.326.523 $ | +156.530 $ | +7,2 % | 2.169.993 $ | -189.016 $ | -8,0 % | 2.359.009 $ | |||||
| WELLINGTON-ALTUS USA INC. | 1.525.863 $ | +174.691 $ | +12,9 % | 1.351.172 $ | -1.007.089 $ | -42,7 % | 2.358.261 $ | |||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| FIDUCIARY FINANCIAL ADVISORS | 2.327.787 $ | |||||||||||
| 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 $ | |||||
| Curry Webb Wealth Management LLC | 1.873.597 $ | -339.562 $ | -15,3 % | 2.213.159 $ | -72.452 $ | -3,2 % | 2.285.611 $ | |||||
| Maia Wealth LLC | 1.129.670 $ | -458.110 $ | -28,9 % | 1.587.780 $ | -664.238 $ | -29,5 % | 2.252.018 $ | -216.148 $ | -8,8 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | ||||||
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 1.911.083 $ | -311.531 $ | -14,0 % | 2.222.614 $ | +175.527 $ | +8,6 % | 2.047.087 $ | +528.484 $ | +34,8 % | |||
| Tradition Wealth Management, LLC | 766.006 $ | -32.426 $ | -4,1 % | 798.432 $ | -1.401.297 $ | -63,7 % | 2.199.729 $ | +218.909 $ | +11,1 % | |||
| MYECFO, LLC | 2.116.593 $ | -81.365 $ | -3,7 % | 2.197.958 $ | +292.243 $ | +15,3 % | 1.905.715 $ | +165.866 $ | +9,5 % | |||
| 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 % | |||
| 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 % | |||
| SeaCrest Wealth Management, LLC | 2.147.442 $ | +90.073 $ | +4,4 % | 2.057.369 $ | -234.246 $ | -10,2 % | ||||||
| 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 % | |||
| SHP Wealth Management | 2.139.725 $ | +185.644 $ | +9,5 % | 1.954.081 $ | +729.372 $ | +59,6 % | 1.224.709 $ | |||||
| Arete Wealth Advisors, LLC | 2.121.700 $ | -2.243.300 $ | -51,4 % | |||||||||
| 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 % | |||
| Wealth Management Nebraska | 1.863.829 $ | -237.639 $ | -11,3 % | 2.101.468 $ | +481.492 $ | +29,7 % | ||||||
| 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 % | |||
| PECAUT & CO. | 1.768.525 $ | -294.013 $ | -14,3 % | 2.062.538 $ | +237.242 $ | +13,0 % | 1.825.296 $ | +222.675 $ | +13,9 % | |||
| 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 % | |||
| Integrated Wealth Concepts LLC | 2.048.905 $ | +766.803 $ | +59,8 % | 1.282.102 $ | -71.196 $ | -5,3 % | 1.353.298 $ | +257.106 $ | +23,5 % | |||
| HOLLENCREST CAPITAL MANAGEMENT | 1.739.457 $ | -290.917 $ | -14,3 % | 2.030.374 $ | +160.344 $ | +8,6 % | 1.870.030 $ | +195.622 $ | +11,7 % | |||
| 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 % | |||
| 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 % | |||
| Waverly Advisors, LLC | 2.014.250 $ | +290.401 $ | +16,8 % | 1.723.849 $ | +176.262 $ | +11,4 % | 1.547.587 $ | +238.839 $ | +18,2 % | |||
| 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 % | |||
| THEORY FINANCIAL LLC | 672.687 $ | +32.755 $ | +5,1 % | 639.932 $ | -1.346.559 $ | -67,8 % | 1.986.491 $ | +166.174 $ | +9,1 % | |||
| Perennial Investment Advisors, LLC | 1.438.929 $ | -115.658 $ | -7,4 % | 1.554.587 $ | -431.719 $ | -21,7 % | 1.986.306 $ | +171.373 $ | +9,4 % | |||
| Astoria Portfolio Advisors LLC. | 907.179 $ | -69.007 $ | -7,1 % | 976.186 $ | -999.768 $ | -50,6 % | 1.975.954 $ | +226.628 $ | +13,0 % | |||
| BROWN ADVISORY INC | 1.700.938 $ | -269.188 $ | -13,7 % | 1.970.126 $ | +157.294 $ | +8,7 % | 1.812.832 $ | +548.273 $ | +43,4 % | |||
| 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 % | |||
| 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 % | |||
| Advisor OS, LLC | 1.136.262 $ | -803.740 $ | -41,4 % | 1.940.002 $ | ||||||||
| Quartz Partners, LLC | 1.530.326 $ | -259.951 $ | -14,5 % | 1.790.277 $ | -145.446 $ | -7,5 % | 1.935.723 $ | +343.255 $ | +21,6 % | |||
| 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 % | |||||||||
| 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 % | |||
| Apeiron RIA LLC | 515.322 $ | -337.808 $ | -39,6 % | 853.130 $ | -840.131 $ | -49,6 % | 1.693.261 $ | -209.945 $ | -11,0 % | 1.903.206 $ | -76.819 $ | -3,9 % |
| IFG Advisory, LLC | 1.777.500 $ | -121.642 $ | -6,4 % | 1.899.142 $ | +176.107 $ | +10,2 % | ||||||
| Petix & Botte Co | 1.595.706 $ | -300.174 $ | -15,8 % | 1.895.880 $ | +231.162 $ | +13,9 % | 1.664.718 $ | +208.802 $ | +14,3 % | |||
| HSBC HOLDINGS PLC | 678.803 $ | -113.418 $ | -14,3 % | 792.221 $ | -1.091.553 $ | -57,9 % | 1.883.774 $ | +1.040.301 $ | +123,3 % | |||
| Robinson Value Management, Ltd. | 1.827.476 $ | -42.042 $ | -2,2 % | 1.869.518 $ | +200.156 $ | +12,0 % | ||||||
| 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 % | |||
| 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 % | |||
| Paladin Wealth, LLC | 1.599.360 $ | -256.016 $ | -13,8 % | 1.855.376 $ | +294.129 $ | +18,8 % | 1.561.247 $ | +344.087 $ | +28,3 % | |||
| 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 % | |||
| 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 % | |||
| Oxbow Advisors, LLC | 1.824.675 $ | |||||||||||
| OPPENHEIMER & CO INC | 283.768 $ | -1.510.525 $ | -84,2 % | 1.794.293 $ | -6.767.266 $ | -79,0 % | ||||||
| Richard Bernstein Advisors LLC | 1.756.893 $ | -34.468 $ | -1,9 % | 1.791.361 $ | +240.382 $ | +15,5 % | ||||||
| Freestone Capital Holdings, LLC | 247.482 $ | -1.539.824 $ | -86,2 % | 1.787.306 $ | +245.615 $ | +15,9 % | ||||||
| FORONJY FINANCIAL LLC | 1.570.789 $ | -212.775 $ | -11,9 % | 1.783.564 $ | +159.485 $ | +9,8 % | 1.624.079 $ | +485.050 $ | +42,6 % | |||
| YHB Investment Advisors, Inc. | 1.774.348 $ | +268.862 $ | +17,9 % | 1.505.486 $ | -216.787 $ | -12,6 % | 1.722.273 $ | +293.948 $ | +20,6 % | 1.428.325 $ | +389.752 $ | +37,5 % |
| Diligent Investors, LLC | 1.509.854 $ | -252.276 $ | -14,3 % | 1.762.130 $ | +139.161 $ | +8,6 % | 1.622.969 $ | +192.513 $ | +13,5 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| ZEGA Investments, LLC | 1.302.011 $ | -284.934 $ | -18,0 % | 1.586.945 $ | -114.564 $ | -6,7 % | 1.701.509 $ | +49.501 $ | +3,0 % | |||
| 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 % | |||
| 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 $ | |||||
| 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 % | |||
| 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 $ | |||||
| NATIONAL BANK OF CANADA /FI/ | 1.606.876 $ | +1.543.065 $ | +2.418,2 % | 63.811 $ | +45.876 $ | +255,8 % | ||||||
| Savant Capital, LLC | 1.600.407 $ | +808.278 $ | +102,0 % | 792.129 $ | +117.706 $ | +17,5 % | 674.423 $ | +144.318 $ | +27,2 % | |||
| Matrix Trust Co | 1.594.000 $ | +906.000 $ | +131,7 % | 688.000 $ | -57.000 $ | -7,7 % | 745.000 $ | -498.000 $ | -40,1 % | 1.243.000 $ | -1.726.000 $ | -58,1 % |
| Kendall Capital Management | 1.518.828 $ | -63.668 $ | -4,0 % | 1.582.496 $ | +110.290 $ | +7,5 % | 1.472.206 $ | +194.803 $ | +15,2 % | |||
| Pathway Financial Advisors LLC | 1.394.184 $ | +10.858 $ | +0,8 % | 1.383.326 $ | -185.597 $ | -11,8 % | 1.568.923 $ | +59.717 $ | +4,0 % | 1.509.206 $ | +212.232 $ | +16,4 % |
| XY Planning Network, Inc. | 1.046.994 $ | -508.296 $ | -32,7 % | 1.555.290 $ | +843.304 $ | +118,4 % | 711.986 $ | +385.041 $ | +117,8 % | |||
| 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 % | |||
| 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 % | |||
| Compound Planning, Inc. | 1.257.775 $ | -228.046 $ | -15,3 % | 1.485.821 $ | +353.302 $ | +31,2 % | 1.132.519 $ | +128.807 $ | +12,8 % | |||
| Copia Wealth Management | 1.362.450 $ | -118.273 $ | -8,0 % | 1.480.723 $ | +109.595 $ | +8,0 % | 1.371.128 $ | +229.959 $ | +20,2 % | |||
| Capital Analysts, LLC | 1.373.000 $ | -103.000 $ | -7,0 % | 1.476.000 $ | +181.000 $ | +14,0 % | 1.295.000 $ | +161.000 $ | +14,2 % | |||
| Continuum Advisory, LLC | 1.013.955 $ | -451.845 $ | -30,8 % | 1.465.800 $ | +94.672 $ | +6,9 % | 1.371.128 $ | +60.851 $ | +4,6 % | |||
| 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 % | |||
| Caerus Investment Advisors, LLC | 1.243.546 $ | -207.780 $ | -14,3 % | 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 $ | |||||
| 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 % | |||
| Redwood Investment Management, LLC | 621.000 $ | +8.000 $ | +1,3 % | 613.000 $ | -821.000 $ | -57,3 % | 1.434.000 $ | +643.000 $ | +81,3 % | |||
| 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 % | |||||||||
| Alpha Cubed Investments, LLC | 1.425.764 $ | +198.665 $ | +16,2 % | |||||||||
| 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 $ | |||||
| First Financial Bank - Trust Division | 1.247.164 $ | +41.886 $ | +3,5 % | 1.205.278 $ | -201.385 $ | -14,3 % | 1.406.663 $ | +111.088 $ | +8,6 % | 1.295.575 $ | +135.370 $ | +11,7 % |
| 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 % | |||
| Advyzon Investment Management, LLC | 845.346 $ | +24.484 $ | +3,0 % | 820.862 $ | -568.705 $ | -40,9 % | 1.389.567 $ | +123.708 $ | +9,8 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Wallace Advisory Group, LLC | 896.254 $ | -170.886 $ | -16,0 % | 1.067.140 $ | -298.182 $ | -21,8 % | 1.365.322 $ | -977.018 $ | -41,7 % | |||
| 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 % | |||
| 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 % | |||
| Smartleaf Asset Management LLC | 597.702 $ | -74.252 $ | -11,1 % | 671.954 $ | -662.932 $ | -49,7 % | 1.334.886 $ | +383.194 $ | +40,3 % | |||
| Interchange Capital Partners, LLC | 1.334.338 $ | +97.752 $ | +7,9 % | 1.236.586 $ | +314.371 $ | +34,1 % | ||||||
| WealthPLAN Partners, LLC | 424.500 $ | -25.973 $ | -5,8 % | 450.473 $ | -865.249 $ | -65,8 % | 1.315.722 $ | +198.329 $ | +17,7 % | |||
| First Heartland Consultants, Inc. | 1.310.771 $ | +72.851 $ | +5,9 % | 1.237.920 $ | +491.302 $ | +65,8 % | 746.618 $ | +408.894 $ | +121,1 % | 337.724 $ | +21.985 $ | +7,0 % |
| FMR LLC | 1.185.476 $ | -115.738 $ | -8,9 % | 1.301.214 $ | +264.911 $ | +25,6 % | 1.036.303 $ | +197.257 $ | +23,5 % | |||
| 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 % | |||
| Noble Wealth Partners LLC | 1.287.125 $ | |||||||||||
| CX Institutional | 900.000 $ | +52.000 $ | +6,1 % | 848.000 $ | -173.000 $ | -16,9 % | 1.021.000 $ | -259.000 $ | -20,2 % | 1.280.000 $ | -51.000 $ | -3,8 % |
| TABLEAUX LLC | 1.093.613 $ | -183.006 $ | -14,3 % | 1.276.619 $ | +909.402 $ | +247,6 % | 367.217 $ | -248.970 $ | -40,4 % | |||
| Nova Wealth Management, Inc. | 850.137 $ | -421.799 $ | -33,2 % | 1.271.936 $ | +137.966 $ | +12,2 % | 1.133.970 $ | +359.531 $ | +46,4 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | ||||||
| Blueprint Financial Advisors LLC | 1.238.396 $ | |||||||||||
| Belpointe Asset Management LLC | 1.234.860 $ | +483.321 $ | +64,3 % | 751.539 $ | -198.850 $ | -20,9 % | 950.389 $ | +13.901 $ | +1,5 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| Auour Investments LLC | 639.569 $ | -566.791 $ | -47,0 % | 1.206.360 $ | +83.232 $ | +7,4 % | 1.123.128 $ | -42.505 $ | -3,6 % | |||
| Cassilly Financial Group LLC | 557.344 $ | +33.013 $ | +6,3 % | 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 % | |||
| TD Capital Management LLC | 1.180.261 $ | +995.530 $ | +538,9 % | 184.731 $ | +14.589 $ | +8,6 % | 170.142 $ | +17.777 $ | +11,7 % | |||
| Able Wealth Management LLC | 960.697 $ | -215.385 $ | -18,3 % | 1.176.082 $ | +603.854 $ | +105,5 % | 572.228 $ | +212.728 $ | +59,2 % | |||
| 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 % | |||
| FLORIDA FINANCIAL ADVISORS, LLC | 943.510 $ | -217.990 $ | -18,8 % | 1.161.500 $ | +355.008 $ | +44,0 % | 806.492 $ | +300.928 $ | +59,5 % | |||
| Privatperson | 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 % | |||
| SHEETS SMITH WEALTH MANAGEMENT | 1.100.046 $ | -43.285 $ | -3,8 % | 1.143.331 $ | +265.471 $ | +30,2 % | 877.860 $ | +24.831 $ | +2,9 % | |||
| Caldwell Trust Co | 1.102.826 $ | -28.363 $ | -2,5 % | 1.131.189 $ | +16.001 $ | +1,4 % | 1.115.188 $ | -174.600 $ | -13,5 % | |||
| 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 % | |||
| HBW ADVISORY SERVICES LLC | 983.061 $ | -26.889 $ | -2,7 % | 1.009.950 $ | -105.409 $ | -9,5 % | 1.115.359 $ | +115.623 $ | +11,6 % | |||
| Advisory Alpha, LLC | 251.230 $ | -862.634 $ | -77,4 % | 1.113.864 $ | -79.621 $ | -6,7 % | ||||||
| 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 % | |||
| Clear Creek Financial Management, LLC | 801.665 $ | -307.000 $ | -27,7 % | 1.108.665 $ | +476.415 $ | +75,4 % | 632.250 $ | +176.073 $ | +38,6 % | |||
| 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 $ | |||||
| A4 Wealth Advisors LLC | 429.662 $ | -666.119 $ | -60,8 % | 1.095.781 $ | +1.338 $ | +0,1 % | 1.094.443 $ | -221.414 $ | -16,8 % | |||
| Confluence Wealth Services, Inc. | 1.091.549 $ | +871.123 $ | +395,2 % | 220.426 $ | +12.940 $ | +6,2 % | ||||||
| OneAscent Financial Services LLC | 1.069.867 $ | +436.887 $ | +69,0 % | 632.980 $ | +219.618 $ | +53,1 % | 413.362 $ | +167.422 $ | +68,1 % | |||
| Sunpointe, LLC | 1.057.716 $ | +669.067 $ | +172,2 % | 388.649 $ | ||||||||
| Acorn Wealth Advisors, LLC | 901.576 $ | -150.641 $ | -14,3 % | 1.052.217 $ | +102.305 $ | +10,8 % | 949.912 $ | +98.641 $ | +11,6 % | |||
| TWO SIGMA SECURITIES, LLC | 1.047.788 $ | +413.635 $ | +65,2 % | |||||||||
| MSH Capital Advisors LLC | 809.131 $ | -156.328 $ | -16,2 % | 965.459 $ | -81.006 $ | -7,7 % | 1.046.465 $ | +151.159 $ | +16,9 % | |||
| Parallel Advisors, LLC | 751.234 $ | -294.784 $ | -28,2 % | 1.046.018 $ | +67.326 $ | +6,9 % | 978.692 $ | -99.033 $ | -9,2 % | |||
| Triumph Capital Management | 770.215 $ | -274.679 $ | -26,3 % | 1.044.894 $ | +132.972 $ | +14,6 % | 911.922 $ | +98.417 $ | +12,1 % | |||
| Bank of Marin | 353.260 $ | -541.847 $ | -60,5 % | 895.107 $ | -136.162 $ | -13,2 % | 1.031.269 $ | +107.753 $ | +11,7 % | |||
| RMR Wealth Builders | 869.331 $ | -153.318 $ | -15,0 % | 1.022.649 $ | +312.114 $ | +43,9 % | 710.535 $ | +204.742 $ | +40,5 % | |||
| JT Stratford LLC | 865.360 $ | -153.396 $ | -15,1 % | 1.018.756 $ | +149.092 $ | +17,1 % | 869.664 $ | +66.098 $ | +8,2 % | |||
| Ancora Advisors LLC | 857.260 $ | -153.431 $ | -15,2 % | 1.010.691 $ | +54.206 $ | +5,7 % | 956.485 $ | +172.567 $ | +22,0 % | |||
| Wedmont Private Capital | 747.656 $ | -51.669 $ | -6,5 % | 799.325 $ | -209.726 $ | -20,8 % | 1.009.051 $ | +135.440 $ | +15,5 % | 873.611 $ | +92.111 $ | +11,8 % |
| Avidian Wealth Enterprises, LLC | 441.813 $ | -16.632 $ | -3,6 % | 458.445 $ | -549.860 $ | -54,5 % | 1.008.305 $ | -85.006 $ | -7,8 % | |||
| Marshall & Sterling Wealth Advisors Inc. | 547.600 $ | -117.240 $ | -17,6 % | 664.840 $ | -341.078 $ | -33,9 % | 1.005.918 $ | +71.006 $ | +7,6 % | |||
| Keudell/Morrison Wealth Management | 856.028 $ | -137.006 $ | -13,8 % | 993.034 $ | +101.643 $ | +11,4 % | 891.391 $ | |||||
| 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 % | ||||||
| Tempus Wealth Planning, LLC | 524.887 $ | -72.871 $ | -12,2 % | 597.758 $ | -341.653 $ | -36,4 % | 939.411 $ | +135.081 $ | +16,8 % | |||
| BRIGHTON JONES LLC | 787.503 $ | -143.939 $ | -15,5 % | 931.442 $ | +279.399 $ | +42,8 % | ||||||
| Cornerstone Planning Group LLC | 924.316 $ | +132.163 $ | +16,7 % | 792.153 $ | +784.809 $ | +10.686,4 % | 7.344 $ | -1.049.377 $ | -99,3 % | |||
| LEGACY SOLUTIONS, LLC | 805.611 $ | +27.057 $ | +3,5 % | 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 % | |||
| Clearview Wealth Advisors LLC | 902.532 $ | +325.946 $ | +56,5 % | |||||||||
| BlackRock, Inc. | 734.477 $ | -113.451 $ | -13,4 % | 847.928 $ | -53.067 $ | -5,9 % | 900.995 $ | +85.273 $ | +10,5 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 664.348 $ | -193.127 $ | -22,5 % | 857.475 $ | -35.239 $ | -3,9 % | 892.714 $ | +170.644 $ | +23,6 % | |||
| 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 % | ||||||
| 4WEALTH ADVISORS, INC. | 883.007 $ | +29.733 $ | +3,5 % | 853.274 $ | +36.027 $ | +4,4 % | 817.247 $ | +107.179 $ | +15,1 % | |||
| Indiana Trust & Investment Management Co | 755.284 $ | -125.271 $ | -14,2 % | 880.555 $ | +69.540 $ | +8,6 % | 811.015 $ | +84.740 $ | +11,7 % | |||
| FOCUSED ALPHA, LLC | 382.341 $ | -497.859 $ | -56,6 % | 880.200 $ | +23.085 $ | +2,7 % | 857.115 $ | |||||
| Prosperity Consulting Group, LLC | 593.029 $ | -61.177 $ | -9,4 % | 654.206 $ | -222.800 $ | -25,4 % | 877.006 $ | -1.016.355 $ | -53,7 % | |||
| Talon Private Wealth, LLC | 868.474 $ | +362.387 $ | +71,6 % | 506.087 $ | ||||||||
| WEALTHCARE CAPITAL MANAGEMENT LLC | 697.943 $ | -163.425 $ | -19,0 % | 861.368 $ | +46.511 $ | +5,7 % | 814.857 $ | +195.306 $ | +31,5 % | |||
| VERUS CAPITAL PARTNERS, LLC | 484.224 $ | +99.931 $ | +26,0 % | 384.293 $ | -473.334 $ | -55,2 % | 857.627 $ | +98.096 $ | +12,9 % | |||
| TOTAL INVESTMENT MANAGEMENT INC | 525.398 $ | -82.278 $ | -13,5 % | 607.676 $ | -249.780 $ | -29,1 % | 857.456 $ | +89.592 $ | +11,7 % | |||
| Strategic Blueprint, LLC | 417.511 $ | -37.875 $ | -8,3 % | 455.386 $ | -398.826 $ | -46,7 % | 854.212 $ | +197.583 $ | +30,1 % | |||
| Advisors Capital Management, LLC | 851.302 $ | +187.735 $ | +28,3 % | 663.567 $ | +52.403 $ | +8,6 % | 611.164 $ | +54.456 $ | +9,8 % | |||
| MIDDLETON & CO INC/MA | 726.772 $ | -121.434 $ | -14,3 % | 848.206 $ | +66.985 $ | +8,6 % | 781.221 $ | +81.627 $ | +11,7 % | |||
| Shepherd Financial Partners LLC | 712.638 $ | -132.511 $ | -15,7 % | 845.149 $ | +83.646 $ | +11,0 % | 761.503 $ | +95.546 $ | +14,3 % | |||
| J.W. COLE ADVISORS, INC. | 835.657 $ | +50.594 $ | +6,4 % | 785.063 $ | -596.419 $ | -43,2 % | ||||||
| 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 % | |||
| Gen-Wealth Partners Inc | 316.127 $ | +13.124 $ | +4,3 % | 303.003 $ | -525.397 $ | -63,4 % | 828.400 $ | +245.269 $ | +42,1 % | |||
| OMNI 360 Wealth, Inc. | 596.206 $ | -85.066 $ | -12,5 % | 681.272 $ | -144.118 $ | -17,5 % | 825.390 $ | +335.498 $ | +68,5 % | |||
| WealthTrak Capital Management LLC | 302.273 $ | +12.153 $ | +4,2 % | 290.120 $ | -532.164 $ | -64,7 % | 822.284 $ | +150.977 $ | +22,5 % | |||
| 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 % | |||
| Alesco Advisors, LLC, An ESL Co | 672.687 $ | -112.397 $ | -14,3 % | 785.084 $ | +62.000 $ | +8,6 % | 723.084 $ | +75.552 $ | +11,7 % | |||
| DENVER WEALTH MANAGEMENT, INC. | 668.796 $ | -111.747 $ | -14,3 % | 780.543 $ | +61.642 $ | +8,6 % | 718.901 $ | +127.102 $ | +21,5 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 775.741 $ | +80.844 $ | +11,6 % | 694.897 $ | +13.901 $ | +2,0 % | 680.996 $ | +469.306 $ | +221,7 % | |||
| SIGNET FINANCIAL MANAGEMENT, LLC | 726.041 $ | -44.935 $ | -5,8 % | 770.976 $ | +109.531 $ | +16,6 % | ||||||
| NORDEN GROUP LLC | 478.109 $ | -94.159 $ | -16,5 % | 572.268 $ | -198.622 $ | -25,8 % | 770.890 $ | -893.198 $ | -53,7 % | |||
| Dynamic Advisor Solutions LLC | 732.808 $ | -36.519 $ | -4,7 % | 769.327 $ | +119.320 $ | +18,4 % | 650.007 $ | +46.128 $ | +7,6 % | |||
| 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 % | |||
| World Investment Advisors | 591.455 $ | -170.643 $ | -22,4 % | 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 % | |||
| Alpha Financial Partners LLC | 758.461 $ | +54.851 $ | +7,8 % | 703.610 $ | +6.991 $ | +1,0 % | 696.619 $ | +31.886 $ | +4,8 % | |||
| Stratos Investment Management, LLC | 648.941 $ | -107.595 $ | -14,2 % | 756.536 $ | +59.746 $ | +8,6 % | 696.790 $ | +72.805 $ | +11,7 % | |||
| XML Financial, LLC | 756.464 $ | |||||||||||
| HORAN Wealth, LLC | 667.158 $ | -82.783 $ | -11,0 % | 749.941 $ | +79.353 $ | +11,8 % | ||||||
| Integrity Advisory Solutions, LLC | 468.975 $ | -280.424 $ | -37,4 % | 749.399 $ | +87.952 $ | +13,3 % | 661.447 $ | +343.491 $ | +108,0 % | |||
| AlphaStar Capital Management, LLC | 740.671 $ | |||||||||||
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 738.606 $ | +6.355 $ | +0,9 % | 732.251 $ | -1.931 $ | -0,3 % | 734.182 $ | -91.478 $ | -11,1 % | |||
| 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 % | |||
| APPLETON PARTNERS INC/MA | 623.000 $ | -100.000 $ | -13,8 % | 723.000 $ | +74.000 $ | +11,4 % | 649.000 $ | +99.000 $ | +18,0 % | |||
| MATHER GROUP, LLC. | 617.888 $ | -103.240 $ | -14,3 % | 721.128 $ | +56.949 $ | +8,6 % | 664.179 $ | -2.389 $ | -0,4 % | |||
| Motiv8 Investments LLC | 718.000 $ | +137.592 $ | +23,7 % | |||||||||
| Mitsubishi UFJ Asset Management Co., Ltd. | 715.574 $ | |||||||||||
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 705.000 $ | |||||||||||
| TITLEIST ASSET MANAGEMENT, LLC | 703.195 $ | +176.561 $ | +33,5 % | 526.634 $ | +55.491 $ | +11,8 % | 471.143 $ | |||||
| Realta Investment Advisors | 699.068 $ | |||||||||||
| SOL Capital Management CO | 696.000 $ | |||||||||||
| Vigilare Wealth Management | 695.640 $ | |||||||||||
| Access Investment Management LLC | 695.640 $ | +313.757 $ | +82,2 % | 381.883 $ | +30.213 $ | +8,6 % | 351.670 $ | +0 $ | +0,0 % | |||
| Millstone Evans Group, LLC | 474.614 $ | -220.468 $ | -31,7 % | 695.082 $ | +140.262 $ | +25,3 % | 554.820 $ | +350.163 $ | +171,1 % | |||
| Hobbs Wealth Management, LLC | 369.859 $ | -32.786 $ | -8,1 % | 402.645 $ | -291.498 $ | -42,0 % | 694.143 $ | +123.979 $ | +21,7 % | |||
| Independent Wealth Network Inc. | 692.666 $ | +55.606 $ | +8,7 % | 637.060 $ | ||||||||
| Modera Wealth Management, LLC | 692.010 $ | +96.388 $ | +16,2 % | |||||||||
| CENTAURUS FINANCIAL, INC. | 391.000 $ | +144.000 $ | +58,3 % | 247.000 $ | -445.000 $ | -64,3 % | 692.000 $ | +302.000 $ | +77,4 % | |||
| MKT Advisors LLC | 294.216 $ | -381.068 $ | -56,4 % | 675.284 $ | -11.028 $ | -1,6 % | 686.312 $ | +127.118 $ | +22,7 % | |||
| Almanack Investment Partners, LLC. | 679.881 $ | +209.919 $ | +44,7 % | 469.962 $ | +941 $ | +0,2 % | ||||||
| ArborFi Advisors, LLC | 608.357 $ | +7.911 $ | +1,3 % | 600.446 $ | -77.904 $ | -11,5 % | 678.350 $ | +43.891 $ | +6,9 % | |||
| Intrua Financial, LLC | 576.351 $ | -96.671 $ | -14,4 % | 673.022 $ | +23.698 $ | +3,6 % | 649.324 $ | +92.692 $ | +16,7 % | |||
| Hamilton Capital, LLC | 347.375 $ | -255.502 $ | -42,4 % | 602.877 $ | -66.345 $ | -9,9 % | 669.222 $ | +99.463 $ | +17,5 % | 569.759 $ | ||
| Catalina Capital Group, LLC | 346.753 $ | -317.169 $ | -47,8 % | 663.922 $ | +167.685 $ | +33,8 % | ||||||
| Balefire, LLC | 660.892 $ | +224.717 $ | +51,5 % | 436.175 $ | +216.685 $ | +98,7 % | 219.490 $ | -140.819 $ | -39,1 % | |||
| Fiscal Wisdom Wealth Management, LLC | 646.717 $ | -10.455 $ | -1,6 % | 657.172 $ | +72.558 $ | +12,4 % | 584.614 $ | +110.487 $ | +23,3 % | |||
| FIRETHORN WEALTH PARTNERS, LLC | 318.390 $ | -335.630 $ | -51,3 % | 654.020 $ | +3.048 $ | +0,5 % | ||||||
| RDA Financial Network | 267.884 $ | +29.485 $ | +12,4 % | 238.399 $ | -409.901 $ | -63,2 % | 648.300 $ | +61.623 $ | +10,5 % | |||
| 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 % | |||
| Spectrum Planning & Advisory Services Inc. | 547.045 $ | -91.682 $ | -14,4 % | 638.727 $ | +95.518 $ | +17,6 % | 543.209 $ | +62.109 $ | +12,9 % | |||
| 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 % | |||
| 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 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 519.240 $ | -103.612 $ | -16,6 % | 622.852 $ | +469.186 $ | +305,3 % | 153.666 $ | |||||
| Tactive Advisors, LLC | 622.135 $ | +105.397 $ | +20,4 % | 516.738 $ | -56.737 $ | -9,9 % | 573.475 $ | -21.727 $ | -3,7 % | 595.202 $ | +16.162 $ | +2,8 % |
| Eldridge Investment Advisors, Inc. | 529.096 $ | -87.478 $ | -14,2 % | 616.574 $ | +30.765 $ | +5,3 % | 585.809 $ | +174.355 $ | +42,4 % | |||
| Miller Global Investments, LLC | 541.895 $ | +18.200 $ | +3,5 % | 523.695 $ | -87.503 $ | -14,3 % | 611.198 $ | +14.120 $ | +2,4 % | 597.078 $ | ||
| Atlas Legacy Advisors, LLC | 606.769 $ | |||||||||||
| AXXCESS WEALTH MANAGEMENT, LLC | 606.769 $ | +318.503 $ | +110,5 % | 288.266 $ | -200.307 $ | -41,0 % | 488.573 $ | -112.936 $ | -18,8 % | |||
| 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 % | |||
| CITIGROUP INC | 594.856 $ | +574.279 $ | +2.790,9 % | 20.577 $ | -7.083 $ | -25,6 % | 27.660 $ | +20.779 $ | +302,0 % | |||
| High Falls Advisors, Inc | 594.854 $ | +90.207 $ | +17,9 % | |||||||||
| CMC Financial Group | 593.216 $ | |||||||||||
| SUTTON PLACE INVESTORS LLC | 276.223 $ | -57.554 $ | -17,2 % | 333.777 $ | -255.191 $ | -43,3 % | 588.968 $ | +15.593 $ | +2,7 % | |||
| Annex Advisory Services, LLC | 486.527 $ | -101.684 $ | -17,3 % | 588.211 $ | +110.224 $ | +23,1 % | 477.987 $ | |||||
| Decker Wealth Management LLC | 520.610 $ | +17.484 $ | +3,5 % | 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 % | |||
| King Wealth Management Group | 497.000 $ | -87.000 $ | -14,9 % | 584.000 $ | +46.000 $ | +8,6 % | 538.000 $ | |||||
| Financial Network Wealth Advisors LLC | 398.609 $ | -32.770 $ | -7,6 % | 431.379 $ | -151.442 $ | -26,0 % | 582.821 $ | -610.105 $ | -51,1 % | |||
| Weil Company, Inc. | 496.216 $ | -82.911 $ | -14,3 % | 579.127 $ | +45.735 $ | +8,6 % | 533.392 $ | +55.732 $ | +11,7 % | |||
| Selective Wealth Management, Inc. | 502.760 $ | -66.570 $ | -11,7 % | 569.330 $ | +58.820 $ | +11,5 % | 510.510 $ | +107.661 $ | +26,7 % | |||
| Sound View Wealth Advisors Group, LLC | 484.859 $ | -81.013 $ | -14,3 % | 565.872 $ | +44.688 $ | +8,6 % | 521.184 $ | +54.457 $ | +11,7 % | |||
| PRINCIPAL SECURITIES, INC. | 384.988 $ | -176.621 $ | -31,4 % | 561.609 $ | +30.864 $ | +5,8 % | 530.745 $ | -191.937 $ | -26,6 % | |||
| MBE Wealth Management, LLC | 361.129 $ | -196.677 $ | -35,3 % | 557.806 $ | +35.332 $ | +6,8 % | 522.474 $ | +4.904 $ | +0,9 % | |||
| Souders Financial Advisors | 465.401 $ | -91.666 $ | -16,5 % | 557.067 $ | +43.993 $ | +8,6 % | 513.074 $ | |||||
| Gerber Kawasaki Wealth & Investment Management | 392.653 $ | -158.947 $ | -28,8 % | 551.600 $ | +173.922 $ | +46,1 % | 377.678 $ | +159.108 $ | +72,8 % | |||
| Range Advisory, LLC | 394.372 $ | -154.629 $ | -28,2 % | 549.001 $ | +120.985 $ | +28,3 % | 428.016 $ | |||||
| Anchor Investment Management, LLC | 468.499 $ | -78.279 $ | -14,3 % | 546.778 $ | +38.912 $ | +7,7 % | 507.866 $ | +53.065 $ | +11,7 % | |||
| 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 % | |||
| 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 % | |||
| HARBOR CAPITAL ADVISORS, INC. | 321.000 $ | -220.000 $ | -40,7 % | 541.000 $ | +56.000 $ | +11,5 % | 485.000 $ | |||||
| Valeo Financial Advisors, LLC | 493.571 $ | +68.860 $ | +16,2 % | 424.711 $ | -115.362 $ | -21,4 % | 540.073 $ | +93.798 $ | +21,0 % | 446.275 $ | +137.876 $ | +44,7 % |
| 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 % | ||||||
| HB Wealth Management, LLC | 527.666 $ | +68.016 $ | +14,8 % | 459.650 $ | +15.299 $ | +3,4 % | 444.351 $ | +109.347 $ | +32,6 % | |||
| Etesian Wealth Advisors, Inc. | 436.889 $ | -83.936 $ | -16,1 % | 520.825 $ | +10.483 $ | +2,1 % | 510.342 $ | +53.324 $ | +11,7 % | |||
| McAdam, LLC | 518.415 $ | +42.136 $ | +8,8 % | 476.279 $ | +49.382 $ | +11,6 % | ||||||
| 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 % | |||
| Oceanside Advisors LLC | 450.550 $ | -61.748 $ | -12,1 % | 512.298 $ | +34.567 $ | +7,2 % | 477.731 $ | -10.632 $ | -2,2 % | |||
| HM PAYSON & CO | 437.684 $ | -73.132 $ | -14,3 % | 510.816 $ | +62.623 $ | +14,0 % | 448.193 $ | +46.830 $ | +11,7 % | |||
| 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 % | |||||||||
| 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 % | |||
| ShoreHaven Wealth Partners, LLC | 431.489 $ | -72.096 $ | -14,3 % | 503.585 $ | +38.318 $ | +8,2 % | 465.267 $ | +48.614 $ | +11,7 % | |||
| 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 % | ||||||
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 432.759 $ | -54.606 $ | -11,2 % | 487.365 $ | +64.272 $ | +15,2 % | 423.093 $ | +52.769 $ | +14,2 % | |||
| 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 $ | ||||||||
| K2 Financial Inc. | 480.989 $ | -481.418 $ | -50,0 % | |||||||||
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 478.903 $ | +94.239 $ | +24,5 % | 384.664 $ | +85.869 $ | +28,7 % | 298.795 $ | +71.583 $ | +31,5 % | |||
| Coppell Advisory Solutions LLC | 477.806 $ | |||||||||||
| AMI ASSET MANAGEMENT CORP | 402.580 $ | -67.266 $ | -14,3 % | 469.846 $ | ||||||||
| SILVERLAKE WEALTH MANAGEMENT LLC | 348.733 $ | -117.776 $ | -25,2 % | 466.509 $ | +27.878 $ | +6,4 % | 438.631 $ | +97.282 $ | +28,5 % | |||
| Emergent Wealth Advisors, LLC | 464.327 $ | +104.783 $ | +29,1 % | |||||||||
| Greenwich Wealth Management LLC | 410.000 $ | -50.000 $ | -10,9 % | 460.000 $ | +86.000 $ | +23,0 % | 374.000 $ | +113.000 $ | +43,3 % | |||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 458.095 $ | +444.867 $ | +3.363,1 % | 13.228 $ | +593 $ | +4,7 % | 12.635 $ | +1.320 $ | +11,7 % | |||
| Vermillion Wealth Management, Inc. | 347.065 $ | -111.009 $ | -24,2 % | 458.074 $ | +36.175 $ | +8,6 % | 421.899 $ | +44.083 $ | +11,7 % | |||
| Boyce & Associates Wealth Consulting, Inc. | 391.620 $ | -65.434 $ | -14,3 % | 457.054 $ | +36.095 $ | +8,6 % | 420.959 $ | +46.278 $ | +12,4 % | |||
| Range Financial Group LLC | 288.136 $ | +72.446 $ | +33,6 % | 215.690 $ | -240.613 $ | -52,7 % | 456.303 $ | +246.448 $ | +117,4 % | |||
| Rossby Financial, LCC | 4.050 $ | -449.910 $ | -99,1 % | 453.960 $ | +451.740 $ | +20.348,6 % | 2.220 $ | +229 $ | +11,5 % | |||
| 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 % | |||
| Spire Wealth Management | 27.876 $ | -412.680 $ | -93,7 % | 440.556 $ | +10.718 $ | +2,5 % | 429.838 $ | +43.842 $ | +11,4 % | |||
| 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 % | |||
| 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 % | |||
| Sowell Financial Services LLC | 319.745 $ | -60.469 $ | -15,9 % | 380.214 $ | -58.759 $ | -13,4 % | 438.973 $ | +28.284 $ | +6,9 % | |||
| Capstone Financial Advisors, Inc. | 370.415 $ | -61.892 $ | -14,3 % | 432.307 $ | -6.410 $ | -1,5 % | 438.717 $ | +20.764 $ | +5,0 % | |||
| REGIONS FINANCIAL CORP | 247.949 $ | -189.455 $ | -43,3 % | 437.404 $ | +38.043 $ | +9,5 % | 399.361 $ | -323.703 $ | -44,8 % | |||
| LexAurum Advisors, LLC | 367.794 $ | -65.903 $ | -15,2 % | 433.697 $ | +43.726 $ | +11,2 % | ||||||
| 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 % | |||||||||
| Beacon Capital Management, LLC | 425.374 $ | |||||||||||
| NOVEM GROUP | 424.613 $ | +62.986 $ | +17,4 % | 361.627 $ | +92.905 $ | +34,6 % | ||||||
| MARIPAU WEALTH MANAGEMENT LLC | 251.097 $ | -171.911 $ | -40,6 % | 423.008 $ | +81.659 $ | +23,9 % | ||||||
| AlTi Global, Inc. | 358.820 $ | -59.953 $ | -14,3 % | 418.773 $ | +33.071 $ | +8,6 % | 385.702 $ | +40.301 $ | +11,7 % | |||
| NOESIS CAPITAL MANGEMENT CORP | 356.913 $ | -59.729 $ | -14,3 % | 416.642 $ | +70.467 $ | +20,4 % | 346.175 $ | +36.170 $ | +11,7 % | |||
| Asempa Wealth Advisors | 333.084 $ | +12.624 $ | +3,9 % | 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 $ | ||||||||
| Csenge Advisory Group | 402.904 $ | -175.440 $ | -30,3 % | |||||||||
| Aegis Wealth Management LLC | 344.286 $ | +24.968 $ | +7,8 % | 319.318 $ | -81.751 $ | -20,4 % | 401.069 $ | +49.246 $ | +14,0 % | |||
| Gibbs Wealth Management | 332.479 $ | -67.807 $ | -16,9 % | 400.286 $ | -491.886 $ | -55,1 % | ||||||
| Hickory Point Bank & Trust | 72.236 $ | -67.543 $ | -48,3 % | 139.779 $ | -46.528 $ | -25,0 % | 186.307 $ | -213.651 $ | -53,4 % | 399.958 $ | +94.158 $ | +30,8 % |
| 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 % | |||
| GREENLEAF TRUST | 333.882 $ | -55.787 $ | -14,3 % | 389.669 $ | +30.774 $ | +8,6 % | 358.895 $ | +34.288 $ | +10,6 % | |||
| Clifford Group, LLC | 308.547 $ | -27.547 $ | -8,2 % | 336.094 $ | -53.449 $ | -13,7 % | 389.543 $ | +45.671 $ | +13,3 % | |||
| Meredith Wealth Planning | 333.326 $ | -55.694 $ | -14,3 % | 389.020 $ | +30.722 $ | +8,6 % | 358.298 $ | +49.058 $ | +15,9 % | |||
| 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 % | ||||||
| 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 $ | |||||
| Paragon Advisors, LLC | 314.186 $ | -59.633 $ | -16,0 % | 373.819 $ | +54.706 $ | +17,1 % | 319.113 $ | +33.343 $ | +11,7 % | |||
| Willis Johnson & Associates, Inc. | 373.408 $ | -245.149 $ | -39,6 % | |||||||||
| 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 % | |||
| Bell Investment Advisors, Inc | 316.489 $ | -52.881 $ | -14,3 % | 369.370 $ | +29.170 $ | +8,6 % | 340.200 $ | +35.546 $ | +11,7 % | |||
| WEALTHGARDEN F.S. LLC | 219.305 $ | -149.716 $ | -40,6 % | 369.021 $ | +50.609 $ | +15,9 % | ||||||
| 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 % | |||
| Balance Wealth Partners LLC | 361.862 $ | +28.578 $ | +8,6 % | 333.284 $ | -260.350 $ | -43,9 % | ||||||
| Entruity Wealth, LLC | 309.738 $ | -51.753 $ | -14,3 % | 361.491 $ | +28.548 $ | +8,6 % | 332.943 $ | +28.137 $ | +9,2 % | |||
| LongView Wealth Management | 301.796 $ | -56.295 $ | -15,7 % | 358.091 $ | +37.759 $ | +11,8 % | 320.332 $ | +57.420 $ | +21,8 % | |||
| Kaizen Financial Strategies | 355.264 $ | +152.427 $ | +75,1 % | 202.837 $ | -119.862 $ | -37,1 % | 322.699 $ | +31.255 $ | +10,7 % | |||
| BEACON FINANCIAL GROUP | 253.322 $ | -101.732 $ | -28,7 % | 355.054 $ | +133.349 $ | +60,1 % | ||||||
| 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 $ | |||||
| LeClair Wealth Partners LLC | 346.290 $ | |||||||||||
| Blue Water Asset Management | 293.377 $ | -52.913 $ | -15,3 % | 346.290 $ | +30.762 $ | +9,7 % | 315.528 $ | |||||
| Vontobel Holding Ltd. | 341.480 $ | +35.680 $ | +11,7 % | |||||||||
| Astra Wealth Partners LLC | 340.450 $ | |||||||||||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 212.075 $ | -125.222 $ | -37,1 % | 337.297 $ | ||||||||
| Verdence Capital Advisors LLC | 337.212 $ | -14.205 $ | -4,0 % | |||||||||
| 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 % | |||
| 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 % | |||
| Armstrong, Fleming & Moore, Inc | 282.735 $ | -47.241 $ | -14,3 % | 329.976 $ | +26.059 $ | +8,6 % | 303.917 $ | +31.755 $ | +11,7 % | |||
| 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 % | |||||||||
| IRON Financial LLC | 257.030 $ | -68.316 $ | -21,0 % | 325.346 $ | +41.028 $ | +14,4 % | ||||||
| Archer Investment Management, LLC | 324.415 $ | |||||||||||
| GK Wealth Management LLC | 323.487 $ | |||||||||||
| Virtue Capital Management, LLC | 286.706 $ | -36.543 $ | -11,3 % | 323.249 $ | ||||||||
| Parkside Financial Bank & Trust | 322.366 $ | +52.638 $ | +19,5 % | 269.728 $ | +66.205 $ | +32,5 % | 203.523 $ | +86.554 $ | +74,0 % | |||
| Oregon Pacific Wealth Management, LLC | 246.741 $ | -75.616 $ | -23,5 % | 322.357 $ | -147.428 $ | -31,4 % | ||||||
| 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 % | |||
| Ascension Capital Advisors, Inc. | 320.221 $ | |||||||||||
| WOODMONT INVESTMENT COUNSEL LLC | 300.049 $ | -18.723 $ | -5,9 % | 318.772 $ | +33.308 $ | +11,7 % | ||||||
| WealthBridge Capital Management, LLC | 317.362 $ | +44.205 $ | +16,2 % | 273.157 $ | +26.694 $ | +10,8 % | 246.463 $ | |||||
| Northstar Advisory Group, LLC | 316.965 $ | |||||||||||
| Tranquility Partners, LLC | 268.678 $ | -44.892 $ | -14,3 % | 313.570 $ | +24.763 $ | +8,6 % | 288.807 $ | +30.177 $ | +11,7 % | |||
| XTX Topco Ltd | 310.691 $ | +29.933 $ | +10,7 % | 280.758 $ | -43.084 $ | -13,3 % | ||||||
| Professional Financial Advisors, LLC | 268.916 $ | -39.371 $ | -12,8 % | 308.287 $ | +26.139 $ | +9,3 % | 282.148 $ | +28.716 $ | +11,3 % | |||
| Indivisible Partners | 239.372 $ | -64.188 $ | -21,1 % | 303.560 $ | +36.096 $ | +13,5 % | 267.464 $ | |||||
| Stonebrook Private Inc. | 213.957 $ | -11.280 $ | -5,0 % | 225.237 $ | -75.692 $ | -25,2 % | 300.929 $ | +47.191 $ | +18,6 % | |||
| Essential Partners LLC | 257.718 $ | -43.061 $ | -14,3 % | 300.779 $ | +49.364 $ | +19,6 % | 251.415 $ | -134.275 $ | -34,8 % | |||
| Washington Trust Advisors, Inc. | 296.475 $ | +23.225 $ | +8,5 % | 273.250 $ | +92.180 $ | +50,9 % | 181.070 $ | +8.369 $ | +4,8 % | |||
| Bouchey Financial Group, Ltd. | 236.672 $ | -56.850 $ | -19,4 % | 293.522 $ | +24.947 $ | +9,3 % | 268.575 $ | +28.063 $ | +11,7 % | |||
| DGS Capital Management, LLC | 291.974 $ | +23.058 $ | +8,6 % | 268.916 $ | +28.098 $ | +11,7 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 $ | |||||||||||
| 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 % | |||
| Bank of New Hampshire | 278.590 $ | +88.459 $ | +46,5 % | 190.131 $ | +104.115 $ | +121,0 % | 86.016 $ | |||||
| Abacus Wealth Partners, LLC | 238.260 $ | -39.810 $ | -14,3 % | 278.070 $ | ||||||||
| Strathmore Capital Advisors, Inc. | 200.191 $ | -75.815 $ | -27,5 % | 276.006 $ | ||||||||
| Fulcrum Equity Management | 276.001 $ | -7.017 $ | -2,5 % | |||||||||
| 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 % | |||
| SteelPeak Wealth, LLC | 273.602 $ | +3.039 $ | +1,1 % | 270.563 $ | +21.367 $ | +8,6 % | 249.196 $ | +26.038 $ | +11,7 % | |||
| 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 % | |||
| OxenFree Capital LLC | 270.302 $ | +13.291 $ | +5,2 % | 257.011 $ | -11.110 $ | -4,1 % | 268.121 $ | +25.670 $ | +10,6 % | 242.451 $ | ||
| Richardson Capital Management LLC | 230.715 $ | -38.549 $ | -14,3 % | 269.264 $ | +21.264 $ | +8,6 % | 248.000 $ | |||||
| Key FInancial Inc | 268.201 $ | +69.196 $ | +34,8 % | 199.005 $ | +15.716 $ | +8,6 % | 183.289 $ | +119.208 $ | +186,0 % | |||
| Sharkey, Howes & Javer | 268.062 $ | |||||||||||
| 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 % | |||
| Privatperson | 227.058 $ | -38.574 $ | -14,5 % | 265.632 $ | +25.793 $ | +10,8 % | 239.839 $ | +19.150 $ | +8,7 % | |||
| 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 % | ||||||
| MGO ONE SEVEN LLC | 260.208 $ | |||||||||||
| CAHABA WEALTH MANAGEMENT, INC. | 259.023 $ | +27.064 $ | +11,7 % | |||||||||
| 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 % | |||
| 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 $ | |||||||||||
| Impact Partnership Wealth, LLC | 222.694 $ | +3.946 $ | +1,8 % | 218.748 $ | -36.508 $ | -14,3 % | 255.256 $ | +48.765 $ | +23,6 % | |||
| LOOMIS SAYLES & CO L P | 255.256 $ | +68.949 $ | +37,0 % | 186.307 $ | ||||||||
| Birch Capital Management, LLC | 212.687 $ | -41.284 $ | -16,3 % | 253.971 $ | +20.057 $ | +8,6 % | 233.914 $ | +24.441 $ | +11,7 % | |||
| 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 % | |||
| 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 % | |||
| Capital Squared Financial LLC | 246.092 $ | +653 $ | +0,3 % | 245.439 $ | +19.911 $ | +8,8 % | ||||||
| MONETA GROUP INVESTMENT ADVISORS LLC | 245.721 $ | +17.356 $ | +7,6 % | 228.365 $ | +22.103 $ | +10,7 % | ||||||
| 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 $ | |||||
| Empirical Asset Management, LLC | 244.500 $ | -24.604 $ | -9,1 % | |||||||||
| Nicholas Hoffman & Company, LLC. | 206.095 $ | -37.031 $ | -15,2 % | 243.126 $ | ||||||||
| Founders Financial Alliance, LLC | 240.800 $ | |||||||||||
| Syntegra Private Wealth Group, LLC | 240.743 $ | +24.466 $ | +11,3 % | |||||||||
| Redwood Park Advisors LLC | 205.857 $ | -33.840 $ | -14,1 % | 239.697 $ | +85.177 $ | +55,1 % | 154.520 $ | +154.137 $ | +40.244,6 % | |||
| 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 $ | ||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 238.609 $ | -4.120 $ | -1,7 % | |||||||||
| 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 $ | ||||||||
| REGIMEN WEALTH, LLC | 233.487 $ | -319.170 $ | -57,8 % | |||||||||
| 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 % | |||
| TOWNSQUARE CAPITAL LLC | 227.062 $ | |||||||||||
| 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 $ | |||||||||||
| Elevation Wealth Management LLC | 214.948 $ | -8.807 $ | -3,9 % | 223.755 $ | ||||||||
| 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 $ | ||||||||
| Engineers Gate Manager LP | 218.206 $ | |||||||||||
| Community Bank, N.A. | 174.321 $ | -29.124 $ | -14,3 % | 203.445 $ | -12.964 $ | -6,0 % | 216.409 $ | -50.396 $ | -18,9 % | |||
| Accurate Wealth Management, LLC | 215.744 $ | -5.274 $ | -2,4 % | |||||||||
| Foundry Financial LLC | 213.944 $ | |||||||||||
| D'Orazio & Associates, Inc. | 212.261 $ | |||||||||||
| CHAPIN DAVIS, INC. | 210.134 $ | |||||||||||
| 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 $ | |||||||||||
| Compass Financial Services Inc | 205.218 $ | +172.351 $ | +524,4 % | 32.867 $ | -574.145 $ | -94,6 % | ||||||
| BRIDGES INVESTMENT MANAGEMENT INC | 204.567 $ | |||||||||||
| SAX WEALTH ADVISORS, LLC | 204.461 $ | |||||||||||
| Dorsey & Whitney Trust CO LLC | 202.435 $ | |||||||||||
| EXCALIBUR MANAGEMENT CORP | 202.342 $ | -905.724 $ | -81,7 % | |||||||||
| Elevated Capital Advisors, LLC | 200.774 $ | +3.437 $ | +1,7 % | 197.337 $ | +2.096 $ | +1,1 % | 195.241 $ | |||||
| Blackston Financial Advisory Group, LLC | 200.488 $ | -9.979 $ | -4,7 % | |||||||||
| Privatperson | 195.999 $ | +24.293 $ | +14,1 % | 171.706 $ | -28.690 $ | -14,3 % | 200.396 $ | +15.826 $ | +8,6 % | 184.570 $ | +19.285 $ | +11,7 % |
| WestEnd Advisors, LLC | 88.474 $ | +1.067 $ | +1,2 % | 87.407 $ | -105.785 $ | -54,8 % | 193.192 $ | -4.125 $ | -2,1 % | |||
| FIRST HORIZON CORP | 99.752 $ | -16.667 $ | -14,3 % | 116.419 $ | -75.322 $ | -39,3 % | 191.741 $ | +95.720 $ | +99,7 % | |||
| BFSG, LLC | 149.072 $ | -24.908 $ | -14,3 % | 173.980 $ | +13.740 $ | +8,6 % | 160.240 $ | +16.743 $ | +11,7 % | |||
| LANARK FINANCIAL, INC. | 20.252 $ | +10.242 $ | +102,3 % | 10.010 $ | -162.693 $ | -94,2 % | 172.703 $ | |||||
| 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 $ | ||||||||
| Laurel Wealth Advisors LLC | 161.606 $ | |||||||||||
| Transce3nd, LLC | 153.124 $ | +49.818 $ | +48,2 % | |||||||||
| Gould Capital, LLC | 102.055 $ | -48.474 $ | -32,2 % | 150.529 $ | +51.756 $ | +52,4 % | 98.773 $ | +59.325 $ | +150,4 % | |||
| 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 % | |||
| Atlantic Union Bankshares Corp | 87.284 $ | -45.912 $ | -34,5 % | 133.196 $ | +27.421 $ | +25,9 % | 105.775 $ | +32.994 $ | +45,3 % | |||
| Private Wealth Asset Management, LLC | 111.188 $ | -18.578 $ | -14,3 % | 129.766 $ | ||||||||
| WealthNavi Inc. | 128.212 $ | +119.149 $ | +1.314,7 % | 9.063 $ | ||||||||
| Deane Retirement Strategies, Inc. | 68.374 $ | -35.587 $ | -34,2 % | 103.961 $ | -22.746 $ | -18,0 % | 126.707 $ | +98.535 $ | +349,8 % | 28.172 $ | +2.561 $ | +10,0 % |
| FWL INVESTMENT MANAGEMENT, LLC | 93.795 $ | -29.575 $ | -24,0 % | 123.370 $ | +9.743 $ | +8,6 % | 113.627 $ | -3.800 $ | -3,2 % | |||
| Geneos Wealth Management Inc. | 119.765 $ | +5.293 $ | +4,6 % | 114.472 $ | -1.887 $ | -1,6 % | 116.359 $ | +16.133 $ | +16,1 % | |||
| 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 % | ||||||
| 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 % | |||
| Glass Jacobson Investment Advisors llc | 56.548 $ | -42.167 $ | -42,7 % | 98.715 $ | +7.795 $ | +8,6 % | 90.920 $ | +9.500 $ | +11,7 % | |||
| NBT BANK, N.A. | 81.405 $ | -14.806 $ | -15,4 % | 96.211 $ | +18.268 $ | +23,4 % | 77.943 $ | +8.144 $ | +11,7 % | |||
| Tower Research Capital LLC (TRC) | 89.506 $ | -4.018 $ | -4,3 % | 93.524 $ | +83.621 $ | +844,4 % | 9.903 $ | |||||
| Key Capital Management, INC | 87.203 $ | +33.072 $ | +61,1 % | 54.131 $ | -38.239 $ | -41,4 % | 92.370 $ | |||||
| Wealth Enhancement Trust Services, Inc. | 25.394 $ | -17.811 $ | -41,2 % | 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 % | |||
| Glassman Wealth Services | 86.091 $ | |||||||||||
| Root Financial Partners, LLC | 84.997 $ | +54.008 $ | +174,3 % | 30.989 $ | +26.708 $ | +623,9 % | ||||||
| IAG Wealth Partners, LLC | 46.223 $ | -7.722 $ | -14,3 % | 53.945 $ | -30.827 $ | -36,4 % | 84.772 $ | +40.278 $ | +90,5 % | |||
| Wells Financial Advisors INC | 47.652 $ | -7.962 $ | -14,3 % | 55.614 $ | -28.475 $ | -33,9 % | 84.089 $ | +68.799 $ | +450,0 % | |||
| 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 % | |||
| 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 % | |||
| Sound Income Strategies, LLC | 61.767 $ | +2.352 $ | +4,0 % | 59.415 $ | +9.491 $ | +19,0 % | ||||||
| Beaird Harris Wealth Management, LLC | 52.577 $ | -8.784 $ | -14,3 % | 61.361 $ | +4.846 $ | +8,6 % | 56.515 $ | +5.905 $ | +11,7 % | |||
| Basepoint Wealth LLC | 60.063 $ | |||||||||||
| Allied Private Wealth LLC | 59.637 $ | |||||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 54.879 $ | -4.111 $ | -7,0 % | 58.990 $ | ||||||||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| 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 % | |||
| GAMMA Investing LLC | 39.118 $ | +1.314 $ | +3,5 % | 37.804 $ | -6.316 $ | -14,3 % | 44.120 $ | +3.484 $ | +8,6 % | 40.636 $ | +4.246 $ | +11,7 % |
| Blue Trust, Inc. | 42.251 $ | +38.428 $ | +1.005,2 % | |||||||||
| FINANCIAL CONSULATE, INC | 35.739 $ | -5.972 $ | -14,3 % | 41.711 $ | +3.294 $ | +8,6 % | 38.417 $ | +4.014 $ | +11,7 % | |||
| Plante Moran Financial Advisors, LLC | 35.660 $ | -5.958 $ | -14,3 % | 41.618 $ | +3.287 $ | +8,6 % | 38.331 $ | +4.005 $ | +11,7 % | |||
| Costello Asset Management, INC | 35.739 $ | -1.708 $ | -4,6 % | 37.447 $ | +2.958 $ | +8,6 % | 34.489 $ | +11.248 $ | +48,4 % | |||
| Archer Investment Corp | 37.328 $ | +15.546 $ | +71,4 % | 21.782 $ | +18.794 $ | +629,0 % | 2.988 $ | |||||
| 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 $ | |||||||||||
| 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 $ | |||||||||||
| WPG Advisers, LLC | 30.221 $ | -28.875 $ | -48,9 % | |||||||||
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 30.180 $ | +10.252 $ | +51,4 % | 19.928 $ | ||||||||
| ORG Partners LLC | 30.134 $ | -3.042 $ | -9,2 % | |||||||||
| Godfrey Financial Associates, Inc. | 3.336 $ | -25.305 $ | -88,4 % | 28.641 $ | +2.262 $ | +8,6 % | 26.379 $ | |||||
| Pacifica Partners Inc. | 25.107 $ | -465 $ | -1,8 % | 25.572 $ | -2.606 $ | -9,2 % | 28.178 $ | +17.510 $ | +164,1 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 22.000 $ | -6.000 $ | -21,4 % | 28.000 $ | +15.000 $ | +115,4 % | 13.000 $ | +5.000 $ | +62,5 % | |||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 23.388 $ | -3.154 $ | -11,9 % | 26.542 $ | +1.401 $ | +5,6 % | 25.141 $ | +2.627 $ | +11,7 % | |||
| CITY HOLDING CO | 22.316 $ | -3.729 $ | -14,3 % | 26.045 $ | +2.996 $ | +13,0 % | 23.049 $ | |||||
| PNC FINANCIAL SERVICES GROUP, INC. | 21.285 $ | -3.556 $ | -14,3 % | 24.841 $ | +18.950 $ | +321,7 % | 5.891 $ | -30.882 $ | -84,0 % | |||
| CVA Family Office, LLC | 21.046 $ | -3.517 $ | -14,3 % | 24.563 $ | ||||||||
| Privatperson | 21.368 $ | -2.738 $ | -11,4 % | 24.106 $ | +2.214 $ | +10,1 % | 21.892 $ | +2.528 $ | +13,1 % | |||
| SALEM INVESTMENT COUNSELORS INC | 20.014 $ | -3.344 $ | -14,3 % | 23.358 $ | +4.092 $ | +21,2 % | ||||||
| BOKF, NA | 22.952 $ | -221 $ | -1,0 % | 23.173 $ | +1.830 $ | +8,6 % | 21.343 $ | -9.237 $ | -30,2 % | |||
| Cape Investment Advisory, Inc. | 12.945 $ | -9.934 $ | -43,4 % | 22.879 $ | +6.977 $ | +43,9 % | ||||||
| Wilmington Savings Fund Society, FSB | 18.743 $ | -3.132 $ | -14,3 % | 21.875 $ | +1.728 $ | +8,6 % | 20.147 $ | +2.105 $ | +11,7 % | |||
| OPTIMA CAPITAL LLC | 21.086 $ | |||||||||||
| Main Street Group, LTD | 18.028 $ | -3.013 $ | -14,3 % | 21.041 $ | +3.687 $ | +21,2 % | ||||||
| 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 % | |||
| 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 % | |||
| 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 | 7.232 $ | +243 $ | +3,5 % | 6.989 $ | -1.168 $ | -14,3 % | 8.157 $ | -8.832 $ | -52,0 % | 16.989 $ | +1.775 $ | +11,7 % |
| Front Row Advisors LLC | 16.773 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 16.135 $ | |||||||||||
| 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 % | |||
| TWIN PEAKS WEALTH ADVISORS, LLC | 14.367 $ | |||||||||||
| 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 $ | |||||
| Minot DeBlois Advisors LLC | 2.780 $ | -4.172 $ | -60,0 % | 6.952 $ | -5.854 $ | -45,7 % | 12.806 $ | +1.338 $ | +11,7 % | |||
| VANGUARD ADVISERS INC | 12.072 $ | |||||||||||
| JPL Wealth Management, LLC | 10.007 $ | -1.672 $ | -14,3 % | 11.679 $ | +2.046 $ | +21,2 % | ||||||
| Vermillion & White Wealth Management Group, LLC | 11.098 $ | +1.159 $ | +11,7 % | |||||||||
| 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 $ | |||||
| FIRST COMMUNITY TRUST NA | 9.697 $ | +1.120 $ | +13,1 % | 8.577 $ | +2.645 $ | +44,6 % | 5.932 $ | +3.542 $ | +148,2 % | 2.390 $ | +2.161 $ | +943,7 % |
| WHITTIER TRUST CO | 8.321 $ | -984 $ | -10,6 % | 9.305 $ | +320 $ | +3,6 % | 8.985 $ | +1.216 $ | +15,7 % | |||
| Grove Bank & Trust | 8.218 $ | +276 $ | +3,5 % | 7.942 $ | -1.327 $ | -14,3 % | 9.269 $ | +732 $ | +8,6 % | 8.537 $ | +892 $ | +11,7 % |
| MCF Advisors LLC | 7.942 $ | -1.327 $ | -14,3 % | 9.269 $ | +732 $ | +8,6 % | 8.537 $ | |||||
| AMERIFLEX GROUP, INC. | 9.269 $ | |||||||||||
| Sunbelt Securities, Inc. | 9.084 $ | +718 $ | +8,6 % | 8.366 $ | +874 $ | +11,7 % | ||||||
| Community Financial Services Group, LLC | 8.791 $ | |||||||||||
| 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 % | ||||||
| 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 % | |||
| High Note Wealth, LLC | 5.559 $ | -929 $ | -14,3 % | 6.488 $ | +512 $ | +8,6 % | 5.976 $ | +624 $ | +11,7 % | |||
| SITTNER & NELSON, LLC | 5.798 $ | |||||||||||
| Valued Wealth Advisors LLC | 4.845 $ | -810 $ | -14,3 % | 5.655 $ | +447 $ | +8,6 % | 5.208 $ | +544 $ | +11,7 % | |||
| 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 % | |||
| TOTH FINANCIAL ADVISORY CORP | 4.520 $ | +151 $ | +3,5 % | 4.369 $ | -729 $ | -14,3 % | 5.098 $ | +402 $ | +8,6 % | 4.696 $ | +491 $ | +11,7 % |
| BROWN, LISLE/CUMMINGS, INC. | 2.859 $ | -1.868 $ | -39,5 % | 4.727 $ | +2.763 $ | +140,7 % | 1.964 $ | +206 $ | +11,7 % | |||
| 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 % | |||
| Hillsdale Investment Management Inc. | 4.528 $ | +727 $ | +19,1 % | 3.801 $ | +1.411 $ | +59,0 % | 2.390 $ | +250 $ | +11,7 % | |||
| Montgomery Financial Services LLC | 4.527 $ | |||||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 4.520 $ | |||||||||||
| American Capital Advisory, LLC | 3.495 $ | -584 $ | -14,3 % | 4.079 $ | +322 $ | +8,6 % | 3.757 $ | +393 $ | +11,7 % | |||
| Privatperson | 3.000 $ | -1.000 $ | -25,0 % | 4.000 $ | +0 $ | +0,0 % | 4.000 $ | +1.000 $ | +33,3 % | |||
| Aspect Partners, LLC | 3.971 $ | +263 $ | +7,1 % | 3.708 $ | +2.001 $ | +117,2 % | 1.707 $ | |||||
| Clean Yield Group | 3.733 $ | |||||||||||
| Cherry Tree Wealth Management, LLC | 3.018 $ | -505 $ | -14,3 % | 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 $ | |||||||||||
| Nicht ausgewiesen | 2.541 $ | -425 $ | -14,3 % | 2.966 $ | +234 $ | +8,6 % | 2.732 $ | +286 $ | +11,7 % | |||
| Nicht ausgewiesen | 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 % | |||
| Covestor Ltd | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | +1.000 $ | +100,0 % | |||
| AdvisorNet Financial, Inc | 1.668 $ | -278 $ | -14,3 % | 1.946 $ | +153 $ | +8,5 % | 1.793 $ | +188 $ | +11,7 % | |||
| TOMPKINS FINANCIAL CORP | 1.854 $ | +147 $ | +8,6 % | 1.707 $ | +178 $ | +11,6 % | ||||||
| Dunhill Financial, LLC | 1.610 $ | |||||||||||
| Markowski Investments | 1.588 $ | |||||||||||
| GABLES CAPITAL MANAGEMENT INC. | 1.588 $ | |||||||||||
| MTM Investment Management, LLC | 1.350 $ | |||||||||||
| Avion Wealth | 1.000 $ | +1.000 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||||
| BIRCHBROOK, INC. | 954 $ | |||||||||||
| Graney & King, LLC | 715 $ | -119 $ | -14,3 % | 834 $ | ||||||||
| Park Square Financial Group, LLC | 742 $ | +222 $ | +42,7 % | 520 $ | -550 $ | -51,4 % | ||||||
| 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 % | |||
| Creative Capital Management Investments LLC | 318 $ | -53 $ | -14,3 % | 371 $ | +30 $ | +8,8 % | 341 $ | +35 $ | +11,4 % | |||
| TOEWS CORP /ADV | 238 $ | |||||||||||
| Russell Investments Group, Ltd. | 79 $ | -14 $ | -15,1 % | 93 $ | +8 $ | +9,4 % | 85 $ | +9 $ | +11,8 % | |||
| Cordant, Inc. | 71 $ | |||||||||||
| TD PRIVATE CLIENT WEALTH LLC | 7 $ | -1 $ | -12,5 % | 8 $ | ||||||||
| Roble, Belko & Company, Inc | 0 $ | +0 $ | 0 $ | |||||||||
| 362.002.623 $ | +22.630.564 $ | +9,2 % | 14.133.573.682 $ | -337.147.764 $ | +61,5 % | 14.985.477.271 $ | +841.766.115 $ | +203,5 % | 13.884.415.310 $ | +1.643.762.011 $ | +108,6 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.