| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 713.212.926 $ | -4.097.988 $ | +10,5 % | 9.638.268.176 $ | +1.293.487.452 $ | +31,3 % | 8.471.887.868 $ | -314.592.871 $ | +15,2 % | 8.182.305.787 $ | +1.883.635.819 $ | +219,7 % |
| Nuveen, LLC | 2.064.006.141 $ | +247.622.825 $ | +13,6 % | 1.816.383.316 $ | -48.892.265 $ | -2,6 % | 1.865.275.581 $ | +1.708.548.739 $ | +1.090,1 % | |||
| BANK OF AMERICA CORP /DE/ | 1.699.567.662 $ | +158.021.319 $ | +10,3 % | 1.541.546.343 $ | +303.107.920 $ | +24,5 % | 1.238.438.423 $ | -82.167.184 $ | -6,2 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 785.691.189 $ | +115.666.149 $ | +17,3 % | 670.025.040 $ | ||||||||
| TIAA TRUST, NATIONAL ASSOCIATION | 19.639.432 $ | +2.684.703 $ | +15,8 % | 16.954.729 $ | -695.677.206 $ | -97,6 % | 712.631.935 $ | +2.917.364 $ | +0,4 % | |||
| MORGAN STANLEY | 386.596.605 $ | +23.591.510 $ | +6,5 % | 363.005.095 $ | +457.699 $ | +0,1 % | 362.547.396 $ | +17.831.496 $ | +5,2 % | |||
| SEI INVESTMENTS CO | 348.880.933 $ | +32.379.247 $ | +10,2 % | 316.501.686 $ | +32.046.929 $ | +11,3 % | 284.454.757 $ | +249.055.413 $ | +703,6 % | |||
| LPL Financial LLC | 335.744.337 $ | +54.840.704 $ | +19,5 % | 280.903.633 $ | -4.257.351 $ | -1,5 % | 285.160.984 $ | +26.281.791 $ | +10,2 % | |||
| JPMORGAN CHASE & CO | 261.131.925 $ | +60.500.547 $ | +30,2 % | 200.631.378 $ | +21.748.885 $ | +12,2 % | 178.882.493 $ | -167.892.329 $ | -48,4 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 239.291.037 $ | +37.218.919 $ | +18,4 % | 202.072.118 $ | +107.922.780 $ | +114,6 % | 94.149.338 $ | -8.427.190 $ | -8,2 % | |||
| Cambridge Investment Research Advisors, Inc. | 234.128.000 $ | +130.225.000 $ | +125,3 % | 103.903.000 $ | -4.891.000 $ | -4,5 % | 108.794.000 $ | +3.271.000 $ | +3,1 % | |||
| ROYAL BANK OF CANADA | 175.094.000 $ | +21.820.000 $ | +14,2 % | 153.274.000 $ | -3.404.000 $ | -2,2 % | 156.678.000 $ | +3.958.000 $ | +2,6 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 173.178.827 $ | +34.387.132 $ | +24,8 % | 138.791.695 $ | +2.779.521 $ | +2,0 % | 136.012.174 $ | +20.044.174 $ | +17,3 % | |||
| UBS Group AG | 155.259.427 $ | +41.065.489 $ | +36,0 % | 114.193.938 $ | +20.307.782 $ | +21,6 % | 93.886.156 $ | -10.002.888 $ | -9,6 % | |||
| Abacus Wealth Partners, LLC | 154.380.940 $ | +28.223.628 $ | +22,4 % | 126.157.312 $ | +3.130.342 $ | +2,5 % | 123.026.970 $ | +6.495.657 $ | +5,6 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 138.902.309 $ | +29.798.299 $ | +27,3 % | 109.104.010 $ | -6.214.054 $ | -5,4 % | 115.318.064 $ | +21.592.897 $ | +23,0 % | |||
| Northwest & Ethical Investments L.P. | 130.320.658 $ | +1.684.318 $ | +1,3 % | 128.636.340 $ | ||||||||
| Wealthfront Advisers LLC | 104.772.241 $ | +12.019.928 $ | +13,0 % | 92.752.313 $ | +11.643.698 $ | +14,4 % | 81.108.615 $ | -266.125 $ | -0,3 % | |||
| MISSION WEALTH MANAGEMENT, LP | 74.482.594 $ | -14.650.233 $ | -16,4 % | 89.132.827 $ | +19.394.016 $ | +27,8 % | 69.738.811 $ | +666.077 $ | +1,0 % | 69.072.734 $ | +2.616.375 $ | +3,9 % |
| Envestnet Portfolio Solutions, Inc. | 214.337 $ | +1.852 $ | +0,9 % | 212.485 $ | -86.604.532 $ | -99,8 % | 86.817.017 $ | -513.012 $ | -0,6 % | |||
| AMERIPRISE FINANCIAL INC | 66.293.205 $ | +8.687.556 $ | +15,1 % | 57.605.649 $ | -2.437.147 $ | -4,1 % | 60.042.796 $ | +5.873.834 $ | +10,8 % | |||
| Beacon Pointe Advisors, LLC | 65.035.738 $ | +11.926.126 $ | +22,5 % | 53.109.612 $ | +5.918.347 $ | +12,5 % | 47.191.265 $ | +5.810.492 $ | +14,0 % | |||
| WELLS FARGO & COMPANY/MN | 60.361.751 $ | +3.714.631 $ | +6,6 % | 56.647.120 $ | -8.134.665 $ | -12,6 % | 64.781.785 $ | +571.547 $ | +0,9 % | |||
| JANE STREET GROUP, LLC | 17.470.411 $ | -41.342.086 $ | -70,3 % | 58.812.497 $ | +49.745.132 $ | +548,6 % | 9.067.365 $ | -78.408.657 $ | -89,6 % | |||
| RAYMOND JAMES FINANCIAL INC | 58.242.107 $ | +6.881.237 $ | +13,4 % | 51.360.870 $ | -4.651.031 $ | -8,3 % | 56.011.901 $ | +761.594 $ | +1,4 % | |||
| WCG Wealth Advisors LLC | 54.742.116 $ | +3.455.247 $ | +6,7 % | 51.286.869 $ | -35.079 $ | -0,1 % | 51.321.948 $ | +40.488.241 $ | +373,7 % | |||
| Cetera Investment Advisers | 45.843.110 $ | +9.134.249 $ | +24,9 % | 36.708.861 $ | -2.561.630 $ | -6,5 % | 39.270.491 $ | +2.674.766 $ | +7,3 % | |||
| Corient Private Wealth LP | 10.828.718 $ | -12.158.360 $ | -52,9 % | 22.987.078 $ | -21.690.032 $ | -48,5 % | 44.677.110 $ | +21.526.794 $ | +93,0 % | |||
| CITADEL ADVISORS LLC | 43.951.152 $ | +35.949.220 $ | +449,3 % | 8.001.932 $ | -6.717.551 $ | -45,6 % | 14.719.483 $ | +6.353.257 $ | +75,9 % | |||
| First Pacific Financial | 15.744.186 $ | -665.514 $ | -4,1 % | 16.409.700 $ | -25.545.401 $ | -60,9 % | 41.955.101 $ | +1.095.163 $ | +2,7 % | 40.859.938 $ | +2.960.257 $ | +7,8 % |
| Vestmark Advisory Solutions, Inc. | 18.413.036 $ | -961.035 $ | -5,0 % | 19.374.071 $ | -22.442.926 $ | -53,7 % | 41.816.997 $ | -3.458.165 $ | -7,6 % | |||
| ASSETMARK, INC | 40.150.299 $ | -1.275.304 $ | -3,1 % | 41.425.603 $ | +4.452.349 $ | +12,0 % | 36.973.254 $ | +1.173.946 $ | +3,3 % | 35.799.308 $ | +11.683.928 $ | +48,5 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35.991.577 $ | +784.373 $ | +2,2 % | 35.207.204 $ | +3.770.987 $ | +12,0 % | 31.436.217 $ | +142.321 $ | +0,5 % | 31.293.896 $ | +1.496.454 $ | +5,0 % |
| EP Wealth Advisors, LLC | 35.679.987 $ | +14.924.273 $ | +71,9 % | 20.755.714 $ | +7.926.217 $ | +61,8 % | 12.829.497 $ | |||||
| CAPTRUST FINANCIAL ADVISORS | 34.927.403 $ | +5.702.160 $ | +19,5 % | 29.225.243 $ | +2.327.148 $ | +8,7 % | 26.898.095 $ | +5.592.762 $ | +26,3 % | |||
| Goelzer Investment Management, Inc. | 33.273.516 $ | +8.242.155 $ | +32,9 % | 25.031.361 $ | ||||||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 22.011.634 $ | -10.252.618 $ | -31,8 % | 32.264.252 $ | +659.791 $ | +2,1 % | 31.604.461 $ | -1.014.675 $ | -3,1 % | |||
| Creative Planning | 31.343.097 $ | +4.046.246 $ | +14,8 % | 27.296.851 $ | +2.560.869 $ | +10,4 % | 24.735.982 $ | +589.649 $ | +2,4 % | |||
| Diversified Portfolios, Inc. | 30.388.163 $ | +6.874.958 $ | +29,2 % | 23.513.205 $ | +3.578.012 $ | +17,9 % | 19.935.193 $ | +19.081.750 $ | +2.235,9 % | |||
| Clarity Asset Management, Inc. | 9.195.608 $ | -719.570 $ | -7,3 % | 9.915.178 $ | -6.823.903 $ | -40,8 % | 16.739.081 $ | -13.534.379 $ | -44,7 % | 30.273.460 $ | +693.458 $ | +2,3 % |
| GOLDMAN SACHS GROUP INC | 28.824.276 $ | +11.311.991 $ | +64,6 % | 17.512.285 $ | +8.413.525 $ | +92,5 % | 9.098.760 $ | +1.913.488 $ | +26,6 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 27.018.000 $ | +3.281.000 $ | +13,8 % | 23.737.000 $ | +456.000 $ | +2,0 % | 23.281.000 $ | +14.001.000 $ | +150,9 % | |||
| HighTower Advisors, LLC | 26.658.924 $ | +4.933.535 $ | +22,7 % | 21.725.389 $ | -347.011 $ | -1,6 % | 22.072.400 $ | +73.191 $ | +0,3 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25.054.193 $ | +3.172.229 $ | +14,5 % | 21.881.964 $ | +4.949.040 $ | +29,2 % | 16.932.924 $ | -4.737.261 $ | -21,9 % | 21.670.185 $ | +618.215 $ | +2,9 % |
| Ameritas Advisory Services, LLC | 24.485.325 $ | +11.548.673 $ | +89,3 % | 12.936.652 $ | -251.426 $ | -1,9 % | 13.188.078 $ | +13.083.515 $ | +12.512,6 % | |||
| Colorado Capital Management, Inc. | 23.394.000 $ | -849.000 $ | -3,5 % | 24.243.000 $ | +2.796.000 $ | +13,0 % | 21.447.000 $ | +631.000 $ | +3,0 % | 20.816.000 $ | -747.000 $ | -3,5 % |
| Evolution Advisers, Inc. | 24.009.000 $ | +2.847.000 $ | +13,5 % | 21.162.000 $ | +2.770.000 $ | +15,1 % | 18.392.000 $ | +9.000 $ | +0,0 % | |||
| FMR LLC | 23.729.757 $ | +3.207.981 $ | +15,6 % | 20.521.776 $ | +2.719.661 $ | +15,3 % | 17.802.115 $ | +1.225.883 $ | +7,4 % | |||
| Mariner, LLC | 13.120.290 $ | -9.647.414 $ | -42,4 % | 22.767.704 $ | +3.413.105 $ | +17,6 % | 19.354.599 $ | +365.531 $ | +1,9 % | |||
| JONES FINANCIAL COMPANIES LLLP | 22.344.563 $ | +7.050.139 $ | +46,1 % | 15.294.424 $ | +2.482.195 $ | +19,4 % | 12.812.229 $ | +1.588.247 $ | +14,2 % | |||
| O'Brien Wealth Partners LLC | 22.249.703 $ | +17.868 $ | +0,1 % | |||||||||
| Boston Common Asset Management, LLC | 20.387.901 $ | -1.483.224 $ | -6,8 % | 21.871.125 $ | +2.730.440 $ | +14,3 % | 19.140.685 $ | -1.307.920 $ | -6,4 % | 20.448.605 $ | ||
| NewEdge Advisors, LLC | 19.114.035 $ | +2.937.689 $ | +18,2 % | 16.176.346 $ | -807.066 $ | -4,8 % | 16.983.412 $ | -116.796 $ | -0,7 % | |||
| Allworth Financial LP | 18.635.388 $ | +2.580.148 $ | +16,1 % | 16.055.240 $ | +50.216 $ | +0,3 % | 16.005.024 $ | +320.612 $ | +2,0 % | |||
| RVW Wealth, LLC | 17.732.026 $ | -727.366 $ | -3,9 % | 18.459.392 $ | +4.223.016 $ | +29,7 % | 14.236.376 $ | -1.917.525 $ | -11,9 % | 16.153.901 $ | -476.706 $ | -2,9 % |
| OSAIC HOLDINGS, INC. | 17.546.370 $ | +5.054.452 $ | +40,5 % | 12.491.918 $ | -2.087.757 $ | -14,3 % | 14.579.675 $ | -2.058.550 $ | -12,4 % | |||
| DeDora Capital, Inc. | 9.568.904 $ | -7.271.321 $ | -43,2 % | 16.840.225 $ | +3.357.156 $ | +24,9 % | 13.483.069 $ | +338.597 $ | +2,6 % | 13.144.472 $ | -94.507 $ | -0,7 % |
| CGN Advisors LLC | 12.503.363 $ | -3.985.391 $ | -24,2 % | 16.488.754 $ | +1.435.088 $ | +9,5 % | 15.053.666 $ | +168.912 $ | +1,1 % | 14.884.754 $ | +591.153 $ | +4,1 % |
| Cerity Partners OCIO LLC | 16.486.509 $ | +2.082.083 $ | +14,5 % | 14.404.426 $ | +6.801.004 $ | +89,4 % | 7.603.422 $ | -3.621.880 $ | -32,3 % | |||
| One Capital Management, LLC | 15.768.659 $ | +3.549 $ | +0,0 % | 15.765.110 $ | +2.220.437 $ | +16,4 % | 13.544.673 $ | +6.716.573 $ | +98,4 % | |||
| PFG Investments, LLC | 15.640.323 $ | +3.540.826 $ | +29,3 % | 12.099.497 $ | +2.180.556 $ | +22,0 % | 9.918.941 $ | +4.909.381 $ | +98,0 % | |||
| North Berkeley Wealth Management, LLC | 15.343.295 $ | +2.102.368 $ | +15,9 % | 13.240.927 $ | +484.232 $ | +3,8 % | 12.756.695 $ | +129.200 $ | +1,0 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 15.235.434 $ | +1.938.614 $ | +14,6 % | 13.296.820 $ | +633.863 $ | +5,0 % | 12.662.957 $ | +30.242 $ | +0,2 % | |||
| Allodium Investment Consultants, LLC | 14.095.171 $ | -924.708 $ | -6,2 % | 15.019.879 $ | +2.417.632 $ | +19,2 % | 12.602.247 $ | +349.379 $ | +2,9 % | 12.252.868 $ | -120.744 $ | -1,0 % |
| Berger Financial Group, Inc | 15.010.873 $ | +101.268 $ | +0,7 % | 14.909.605 $ | +848.504 $ | +6,0 % | 14.061.101 $ | +314.017 $ | +2,3 % | |||
| STIFEL FINANCIAL CORP | 14.988.074 $ | +2.195.243 $ | +17,2 % | 12.792.831 $ | +345.826 $ | +2,8 % | 12.447.005 $ | +1.539.353 $ | +14,1 % | |||
| TRUE BLUE FINANCIAL, LLC | 13.454.859 $ | -1.473.432 $ | -9,9 % | 14.928.291 $ | +4.763.782 $ | +46,9 % | 10.164.509 $ | +123.383 $ | +1,2 % | 10.041.126 $ | ||
| EASTERN BANK | 14.884.169 $ | +481.932 $ | +3,3 % | 14.402.237 $ | +1.605.118 $ | +12,5 % | 12.797.119 $ | -252.576 $ | -1,9 % | 13.049.695 $ | +195.060 $ | +1,5 % |
| Private Advisor Group, LLC | 14.427.613 $ | +5.355.185 $ | +59,0 % | 9.072.428 $ | -657.707 $ | -6,8 % | 9.730.135 $ | -593.918 $ | -5,8 % | |||
| Rockefeller Capital Management L.P. | 14.253.785 $ | +1.899.603 $ | +15,4 % | 12.354.182 $ | -165.091 $ | -1,3 % | 12.519.273 $ | +5.245.084 $ | +72,1 % | |||
| TFC Financial Management, Inc. | 13.575.960 $ | +62.437 $ | +0,5 % | 13.513.523 $ | +1.758.709 $ | +15,0 % | 11.754.814 $ | +290.997 $ | +2,5 % | 11.463.817 $ | +174.311 $ | +1,5 % |
| Bond & Devick Financial Network, Inc. | 13.079.349 $ | +474.167 $ | +3,8 % | 12.605.182 $ | +3.100.736 $ | +32,6 % | 9.504.446 $ | +569.221 $ | +6,4 % | 8.935.225 $ | +392.962 $ | +4,6 % |
| ST GERMAIN D J CO INC | 12.946.737 $ | +1.549.853 $ | +13,6 % | 11.396.884 $ | +439.218 $ | +4,0 % | 10.957.666 $ | +2.274.513 $ | +26,2 % | |||
| Nicht ausgewiesen | 12.727.456 $ | +2.719.427 $ | +27,2 % | 10.008.029 $ | +1.911.379 $ | +23,6 % | 8.096.650 $ | +4.505.400 $ | +125,5 % | |||
| Arax Advisory Partners | 12.074.061 $ | +2.902.911 $ | +31,7 % | 9.171.150 $ | +5.460.850 $ | +147,2 % | 3.710.300 $ | -60.354 $ | -1,6 % | |||
| Westfuller Advisors, LLC | 11.814.787 $ | +1.224.009 $ | +11,6 % | 10.590.778 $ | +13.252 $ | +0,1 % | 10.577.526 $ | +126.232 $ | +1,2 % | |||
| Laurel Wealth Planning LLC | 11.756.080 $ | +2.361.745 $ | +25,1 % | 9.394.335 $ | +4.448.479 $ | +89,9 % | 4.945.856 $ | -258.691 $ | -5,0 % | |||
| UMB Bank, n.a. | 11.608.333 $ | +1.212.503 $ | +11,7 % | 10.395.830 $ | -503.297 $ | -4,6 % | 10.899.127 $ | -279.664 $ | -2,5 % | |||
| WIN ADVISORS, INC | 11.590.696 $ | |||||||||||
| Focus Partners Wealth | 10.270.651 $ | -29.115 $ | -0,3 % | 10.299.766 $ | -718.738 $ | -6,5 % | 11.018.504 $ | -1.488.602 $ | -11,9 % | |||
| CWM, LLC | 10.890.203 $ | +1.146.203 $ | +11,8 % | 9.744.000 $ | +317.000 $ | +3,4 % | ||||||
| Impact Investors, Inc | 10.822.791 $ | +1.783.985 $ | +19,7 % | 9.038.806 $ | -237.433 $ | -2,6 % | 9.276.239 $ | -452.756 $ | -4,7 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.454.611 $ | -4.971.764 $ | -59,0 % | 8.426.375 $ | -2.255.052 $ | -21,1 % | 10.681.427 $ | +5.421.064 $ | +103,1 % | |||
| OPPENHEIMER ASSET MANAGEMENT INC. | 10.330.895 $ | -209.859 $ | -2,0 % | 10.540.754 $ | +1.513.604 $ | +16,8 % | 9.027.150 $ | +108.960 $ | +1,2 % | 8.918.190 $ | -147.244 $ | -1,6 % |
| Farther Finance Advisors, LLC | 10.437.666 $ | +1.875.104 $ | +21,9 % | 8.562.562 $ | +5.609.939 $ | +190,0 % | 2.952.623 $ | +104.101 $ | +3,7 % | 2.848.522 $ | +1.035.390 $ | +57,1 % |
| Clarity Wealth Development LLC | 3.440.436 $ | -3.701.091 $ | -51,8 % | 7.141.527 $ | -3.044.067 $ | -29,9 % | 10.185.594 $ | +26.688 $ | +0,3 % | 10.158.906 $ | -356.071 $ | -3,4 % |
| TrueWealth Financial Partners | 10.031.371 $ | |||||||||||
| rebel Financial LLC | 10.022.712 $ | +1.010.340 $ | +11,2 % | 9.012.372 $ | +819.694 $ | +10,0 % | ||||||
| MML INVESTORS SERVICES, LLC | 9.859.346 $ | +1.932.387 $ | +24,4 % | 7.926.959 $ | +778.577 $ | +10,9 % | 7.148.382 $ | +3.185.859 $ | +80,4 % | |||
| LongView Asset Management LLC | 9.650.179 $ | -415.398 $ | -4,1 % | |||||||||
| REGATTA CAPITAL GROUP, LLC | 9.570.772 $ | +522.375 $ | +5,8 % | 9.048.397 $ | +951.060 $ | +11,7 % | 8.097.337 $ | +581.270 $ | +7,7 % | 7.516.067 $ | +70.933 $ | +1,0 % |
| Gotham Asset Management, LLC | 9.487.938 $ | +1.203.464 $ | +14,5 % | 8.284.474 $ | -944.618 $ | -10,2 % | ||||||
| Composition Wealth, LLC | 9.431.790 $ | +518.756 $ | +5,8 % | 8.913.034 $ | +2.354.750 $ | +35,9 % | 6.558.284 $ | +250.005 $ | +4,0 % | |||
| Maia Wealth LLC | 9.430.246 $ | +1.536.179 $ | +19,5 % | 7.894.067 $ | +6.250.139 $ | +380,2 % | 1.643.928 $ | -95.300 $ | -5,5 % | 1.739.228 $ | +210.335 $ | +13,8 % |
| Savant Capital, LLC | 9.336.724 $ | +4.873.537 $ | +109,2 % | 4.463.187 $ | +12.129 $ | +0,3 % | 4.451.058 $ | -253.035 $ | -5,4 % | |||
| Fund Evaluation Group, LLC | 9.259.321 $ | +78.866 $ | +0,9 % | |||||||||
| CRUX WEALTH ADVISORS | 8.934.249 $ | +1.331.411 $ | +17,5 % | 7.602.838 $ | -211.685 $ | -2,7 % | 7.814.523 $ | +177.419 $ | +2,3 % | |||
| Revolve Wealth Partners, LLC | 8.902.607 $ | +54.456 $ | +0,6 % | 8.848.151 $ | +1.138.016 $ | +14,8 % | 7.710.135 $ | -538.726 $ | -6,5 % | 8.248.861 $ | +367.513 $ | +4,7 % |
| Forefront Analytics, LLC | 7.044.168 $ | -1.858.204 $ | -20,9 % | 8.902.372 $ | +2.533.269 $ | +39,8 % | 6.369.103 $ | -4.497.689 $ | -41,4 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.769.508 $ | +1.166.026 $ | +15,3 % | 7.603.482 $ | +548.432 $ | +7,8 % | 7.055.050 $ | +128.504 $ | +1,9 % | |||
| CGC Financial Services, LLC | 8.676.689 $ | -65.893 $ | -0,8 % | 8.742.582 $ | +512.773 $ | +6,2 % | 8.229.809 $ | +221.300 $ | +2,8 % | 8.008.509 $ | +38.075 $ | +0,5 % |
| CX Institutional | 8.661.000 $ | -45.000 $ | -0,5 % | 8.706.000 $ | +1.010.000 $ | +13,1 % | 7.696.000 $ | +391.000 $ | +5,4 % | 7.305.000 $ | +1.032.000 $ | +16,5 % |
| Equitable Holdings, Inc. | 8.513.395 $ | +1.061.320 $ | +14,2 % | 7.452.075 $ | +199.472 $ | +2,8 % | 7.252.603 $ | +818.640 $ | +12,7 % | |||
| Equita Financial Network, Inc. | 7.997.379 $ | +541.020 $ | +7,3 % | 7.456.359 $ | +1.686.340 $ | +29,2 % | 5.770.019 $ | +230.370 $ | +4,2 % | 5.539.649 $ | +649.693 $ | +13,3 % |
| WHITTIER TRUST CO | 5.966.331 $ | +669.809 $ | +12,6 % | 5.296.522 $ | -2.650.649 $ | -33,4 % | 7.947.171 $ | -65.640 $ | -0,8 % | |||
| VICUS CAPITAL | 7.880.983 $ | +781.162 $ | +11,0 % | 7.099.821 $ | -458.092 $ | -6,1 % | 7.557.913 $ | -623.303 $ | -7,6 % | |||
| Global Retirement Partners, LLC | 7.880.877 $ | +1.034.839 $ | +15,1 % | 6.846.038 $ | -10.332 $ | -0,2 % | ||||||
| PARK AVENUE SECURITIES LLC | 7.745.000 $ | -131.000 $ | -1,7 % | 7.876.000 $ | +759.000 $ | +10,7 % | 7.117.000 $ | +285.000 $ | +4,2 % | 6.832.000 $ | -797.000 $ | -10,4 % |
| RWA WEALTH PARTNERS, LLC | 7.861.107 $ | +526.492 $ | +7,2 % | 7.334.615 $ | +51.843 $ | +0,7 % | 7.282.772 $ | -1.065.226 $ | -12,8 % | |||
| Legacy Edge Advisors, LLC | 7.843.283 $ | +1.279.530 $ | +19,5 % | 6.563.753 $ | +427.455 $ | +7,0 % | 6.136.298 $ | +103.845 $ | +1,7 % | |||
| Francis Financial, Inc. | 7.832.368 $ | +1.684.642 $ | +27,4 % | 6.147.726 $ | -526.049 $ | -7,9 % | 6.673.775 $ | -166.098 $ | -2,4 % | |||
| BSW Wealth Partners | 6.641.526 $ | -912.293 $ | -12,1 % | 7.553.819 $ | -249.136 $ | -3,2 % | 7.802.955 $ | -103.415 $ | -1,3 % | |||
| Tolleson Wealth Management, Inc. | 6.582.873 $ | -1.152.617 $ | -14,9 % | 7.735.490 $ | +1.051.056 $ | +15,7 % | 6.684.434 $ | -311.151 $ | -4,4 % | |||
| TWO SIGMA INVESTMENTS, LP | 7.716.655 $ | +7.371.343 $ | +2.134,7 % | 345.312 $ | -1.201.561 $ | -77,7 % | 1.546.873 $ | +144.628 $ | +10,3 % | |||
| Stewardship Advisors, LLC | 5.473.602 $ | +1.098.726 $ | +25,1 % | 4.374.876 $ | -2.892.041 $ | -39,8 % | 7.266.917 $ | -103.516 $ | -1,4 % | 7.370.433 $ | +1.347.294 $ | +22,4 % |
| MBL Wealth, LLC | 7.313.584 $ | +5.127.091 $ | +234,5 % | 2.186.493 $ | +1.851.523 $ | +552,7 % | 334.970 $ | |||||
| Perigon Wealth Management, LLC | 6.629.190 $ | -461.536 $ | -6,5 % | 7.090.726 $ | -204.701 $ | -2,8 % | 7.295.427 $ | |||||
| Elevated Financial Group LLC | 7.216.103 $ | |||||||||||
| XY Planning Network, Inc. | 7.035.609 $ | +2.901.002 $ | +70,2 % | 4.134.607 $ | -754.349 $ | -15,4 % | 4.888.956 $ | +93.098 $ | +1,9 % | 4.795.858 $ | +968.032 $ | +25,3 % |
| Kestra Advisory Services, LLC | 6.966.506 $ | +1.374.029 $ | +24,6 % | 5.592.477 $ | -881.458 $ | -13,6 % | 6.473.935 $ | +2.127.517 $ | +48,9 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 6.839.718 $ | +1.056.842 $ | +18,3 % | 5.782.876 $ | +506.199 $ | +9,6 % | 5.276.677 $ | -11.481 $ | -0,2 % | |||
| Koss-Olinger Consulting, LLC | 6.690.998 $ | +418.405 $ | +6,7 % | 6.272.593 $ | +813.593 $ | +14,9 % | 5.459.000 $ | -669.000 $ | -10,9 % | |||
| Advisory Services Network, LLC | 6.635.838 $ | +989.767 $ | +17,5 % | 5.646.071 $ | +911.757 $ | +19,3 % | 4.734.314 $ | +587.084 $ | +14,2 % | |||
| FIDUCIARY TRUST CO | 6.522.565 $ | +757.457 $ | +13,1 % | 5.765.108 $ | -448.459 $ | -7,2 % | 6.213.567 $ | -27.802 $ | -0,4 % | |||
| Cresset Asset Management, LLC | 6.430.252 $ | +715.601 $ | +12,5 % | 5.714.651 $ | +135.780 $ | +2,4 % | 5.578.871 $ | +185.029 $ | +3,4 % | |||
| Wescott Financial Advisory Group, LLC | 6.365.411 $ | +879.169 $ | +16,0 % | 5.486.242 $ | -62.546 $ | -1,1 % | 5.548.788 $ | +347.558 $ | +6,7 % | |||
| Charter Oak Capital Management, LLC | 6.293.418 $ | -4.373 $ | -0,1 % | 6.297.791 $ | +601.353 $ | +10,6 % | ||||||
| WHITTIER TRUST CO OF NEVADA INC | 6.287.347 $ | +686.529 $ | +12,3 % | 5.600.818 $ | -622.892 $ | -10,0 % | 6.223.710 $ | -382.516 $ | -5,8 % | |||
| Rossby Financial, LCC | 6.260.339 $ | +879.930 $ | +16,4 % | 5.380.409 $ | -79.954 $ | -1,5 % | 5.460.363 $ | -120.516 $ | -2,2 % | |||
| Invera Wealth Advisors, LLC | 2.995.665 $ | -2.411.850 $ | -44,6 % | 5.407.515 $ | -831.495 $ | -13,3 % | 6.239.010 $ | -163.514 $ | -2,6 % | |||
| 3EDGE Asset Management, LP | 5.413.265 $ | +3.030.113 $ | +127,1 % | 2.383.152 $ | -3.848.842 $ | -61,8 % | 6.231.994 $ | +343.787 $ | +5,8 % | |||
| BOKF, NA | 6.160.417 $ | -64.901 $ | -1,0 % | 6.225.318 $ | +1.249.379 $ | +25,1 % | 4.975.939 $ | -244.666 $ | -4,7 % | 5.220.605 $ | +105.443 $ | +2,1 % |
| Palisades Hudson Asset Management, L.P. | 6.217.000 $ | +1.164.000 $ | +23,0 % | 5.053.000 $ | +232.000 $ | +4,8 % | 4.821.000 $ | +456.000 $ | +10,4 % | |||
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 5.788.278 $ | -421.674 $ | -6,8 % | 6.209.952 $ | +968.617 $ | +18,5 % | 5.241.335 $ | -218.606 $ | -4,0 % | 5.459.941 $ | ||
| OLD MISSION CAPITAL LLC | 6.194.586 $ | +4.294.975 $ | +226,1 % | 1.899.611 $ | +629.277 $ | +49,5 % | ||||||
| WealthShield Partners, LLC | 6.067.719 $ | +309.525 $ | +5,4 % | 5.758.194 $ | +102.798 $ | +1,8 % | ||||||
| US BANCORP \DE\ | 5.177.909 $ | +327.285 $ | +6,7 % | 4.850.624 $ | -1.185.508 $ | -19,6 % | 6.036.132 $ | -257.265 $ | -4,1 % | |||
| HRT FINANCIAL LP | 5.849.000 $ | +5.170.000 $ | +761,4 % | 679.000 $ | ||||||||
| Wilmington Savings Fund Society, FSB | 5.788.973 $ | +303.370 $ | +5,5 % | 5.485.603 $ | +541.027 $ | +10,9 % | 4.944.576 $ | +53.723 $ | +1,1 % | 4.890.853 $ | +1.130.935 $ | +30,1 % |
| Uniting Wealth Partners, LLC | 286.212 $ | +60.590 $ | +26,9 % | 225.622 $ | -5.530.094 $ | -96,1 % | 5.755.716 $ | +55.159 $ | +1,0 % | |||
| SGL Investment Advisors, Inc. | 5.707.002 $ | +213.082 $ | +3,9 % | 5.493.920 $ | +1.022.553 $ | +22,9 % | 4.471.367 $ | +192.528 $ | +4,5 % | |||
| Mascoma Wealth Management LLC | 5.666.494 $ | +437.388 $ | +8,4 % | 5.229.106 $ | +1.134.587 $ | +27,7 % | 4.094.519 $ | -474.149 $ | -10,4 % | 4.568.668 $ | +23.638 $ | +0,5 % |
| Opes Wealth Management LLC | 5.599.199 $ | +87.341 $ | +1,6 % | 5.511.858 $ | +136.119 $ | +2,5 % | ||||||
| Brio Consultants, LLC | 5.594.197 $ | +329.783 $ | +6,3 % | 5.264.414 $ | +898.932 $ | +20,6 % | 4.365.482 $ | -17.280 $ | -0,4 % | |||
| GTS SECURITIES LLC | 4.291.654 $ | -1.091.526 $ | -20,3 % | 5.383.180 $ | +4.750.453 $ | +750,8 % | 632.727 $ | -247.803 $ | -28,1 % | |||
| Johnson Financial Group, Inc. | 5.349.633 $ | +681.985 $ | +14,6 % | 4.667.648 $ | +513.710 $ | +12,4 % | 4.153.938 $ | |||||
| KINGSWOOD WEALTH ADVISORS, LLC | 5.302.863 $ | +1.996.951 $ | +60,4 % | 3.305.912 $ | +769.381 $ | +30,3 % | 2.536.531 $ | -70.892 $ | -2,7 % | 2.607.423 $ | +41.648 $ | +1,6 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 5.283.272 $ | +1.843.920 $ | +53,6 % | 3.439.352 $ | ||||||||
| FLOW TRADERS U.S. LLC | 4.820.000 $ | -264.000 $ | -5,2 % | 5.084.000 $ | +3.094.000 $ | +155,5 % | 1.990.000 $ | -6.485.000 $ | -76,5 % | |||
| STALEY CAPITAL ADVISERS INC | 4.999.000 $ | +449.000 $ | +9,9 % | 4.550.000 $ | +45.000 $ | +1,0 % | 4.505.000 $ | +122.300 $ | +2,8 % | |||
| Elevation Capital Advisory, LLC | 2.593.345 $ | -2.396.702 $ | -48,0 % | 4.990.047 $ | ||||||||
| CANANDAIGUA NATIONAL BANK & TRUST CO | 4.775.805 $ | +54.769 $ | +1,2 % | 4.721.036 $ | +239.616 $ | +5,3 % | 4.481.420 $ | +140.860 $ | +3,2 % | |||
| Astoria Portfolio Advisors LLC. | 4.760.092 $ | +2.991.855 $ | +169,2 % | 1.768.237 $ | ||||||||
| SageView Advisory Group, LLC | 4.345.797 $ | -174.986 $ | -3,9 % | 4.520.783 $ | -224.104 $ | -4,7 % | 4.744.887 $ | +290.307 $ | +6,5 % | |||
| NATURAL INVESTMENTS, LLC | 4.743.000 $ | +1.931.000 $ | +68,7 % | 2.812.000 $ | +136.000 $ | +5,1 % | 2.676.000 $ | +172.000 $ | +6,9 % | |||
| Stratos Wealth Partners, LTD. | 4.704.825 $ | +594.167 $ | +14,5 % | 4.110.658 $ | +57.637 $ | +1,4 % | 4.053.021 $ | +582.706 $ | +16,8 % | |||
| Falcon Wealth Planning | 4.632.451 $ | +401.061 $ | +9,5 % | 4.231.390 $ | -249.106 $ | -5,6 % | 4.480.496 $ | -2.185 $ | -0,0 % | |||
| BARCLAYS PLC | 19.677 $ | -4.479.713 $ | -99,6 % | 4.499.390 $ | ||||||||
| Ascentis Independent Advisors | 4.460.571 $ | +3.142.042 $ | +238,3 % | 1.318.529 $ | -1.847.159 $ | -58,3 % | ||||||
| HSBC HOLDINGS PLC | 2.549.790 $ | +288.531 $ | +12,8 % | 2.261.259 $ | -2.195.087 $ | -49,3 % | 4.456.346 $ | +2.221.169 $ | +99,4 % | |||
| Pioneer Wealth Management Group | 4.048.651 $ | -401.944 $ | -9,0 % | 4.450.595 $ | +1.075.427 $ | +31,9 % | 3.375.168 $ | +39.148 $ | +1,2 % | 3.336.020 $ | +84.773 $ | +2,6 % |
| Integrated Wealth Concepts LLC | 4.343.359 $ | +653.180 $ | +17,7 % | 3.690.179 $ | +794.894 $ | +27,5 % | 2.895.285 $ | -634.073 $ | -18,0 % | |||
| Walkner Condon Financial Advisors LLC | 4.271.220 $ | +597.815 $ | +16,3 % | 3.673.405 $ | -11.654 $ | -0,3 % | 3.685.059 $ | +43.911 $ | +1,2 % | |||
| Plum Street Advisors, LLC | 4.267.696 $ | +742.128 $ | +21,0 % | 3.525.568 $ | +32.751 $ | +0,9 % | 3.492.817 $ | +1.106.787 $ | +46,4 % | |||
| Orion Porfolio Solutions, LLC | 4.105.560 $ | +849.976 $ | +26,1 % | 3.255.584 $ | -77.829 $ | -2,3 % | 3.333.413 $ | +408.769 $ | +14,0 % | |||
| Stanich Group LLC | 4.076.825 $ | -50.431 $ | -1,2 % | |||||||||
| HARBOUR INVESTMENTS, INC. | 4.049.025 $ | +634.967 $ | +18,6 % | 3.414.058 $ | -360.795 $ | -9,6 % | 3.774.853 $ | +322.099 $ | +9,3 % | |||
| RETIREMENT CAPITAL STRATEGIES | 3.975.552 $ | +1.196.592 $ | +43,1 % | 2.778.960 $ | -1.069.899 $ | -27,8 % | 3.848.859 $ | +1.436.159 $ | +59,5 % | |||
| AlTi Global, Inc. | 3.007.506 $ | +376.578 $ | +14,3 % | 2.630.928 $ | -1.271.872 $ | -32,6 % | 3.902.800 $ | -3.566.173 $ | -47,7 % | |||
| NATIXIS ADVISORS, LLC | 3.880.000 $ | +2.598.000 $ | +202,7 % | 1.282.000 $ | +7.000 $ | +0,5 % | 1.275.000 $ | -2.128.000 $ | -62,5 % | |||
| RTD Financial Advisors, Inc. | 3.662.161 $ | -170.342 $ | -4,4 % | 3.832.503 $ | +527.967 $ | +16,0 % | 3.304.536 $ | +125.413 $ | +3,9 % | 3.179.123 $ | -213.834 $ | -6,3 % |
| Kensington Asset Management, LLC | 3.806.949 $ | +2.826 $ | +0,1 % | 3.804.123 $ | +6.465 $ | +0,2 % | 3.797.658 $ | +1.245.920 $ | +48,8 % | |||
| Cerity Partners LLC | 3.745.984 $ | +1.092.343 $ | +41,2 % | 2.653.641 $ | -192.027 $ | -6,7 % | 2.845.668 $ | -132.894 $ | -4,5 % | |||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.716.639 $ | +506.721 $ | +15,8 % | 3.209.918 $ | +3.135.501 $ | +4.213,4 % | 74.417 $ | |||||
| Tower Research Capital LLC (TRC) | 1.498.265 $ | -416.467 $ | -21,8 % | 1.914.732 $ | -1.794.397 $ | -48,4 % | 3.709.129 $ | +2.190.578 $ | +144,3 % | |||
| COMMERCE BANK | 3.639.279 $ | +477.776 $ | +15,1 % | 3.161.503 $ | -251.619 $ | -7,4 % | 3.413.122 $ | -5.218 $ | -0,2 % | |||
| FLAGSHIP HARBOR ADVISORS, LLC | 3.607.640 $ | +423.031 $ | +13,3 % | 3.184.609 $ | +1.138.653 $ | +55,7 % | 2.045.956 $ | -149.121 $ | -6,8 % | 2.195.077 $ | +213.244 $ | +10,8 % |
| Addison Advisors LLC | 760.855 $ | -2.790.844 $ | -78,6 % | 3.551.699 $ | +133.286 $ | +3,9 % | 3.418.413 $ | -52.374 $ | -1,5 % | |||
| Kilter Group LLC | 3.491.162 $ | |||||||||||
| Curtis Advisory Group, LLC | 3.475.235 $ | +160.268 $ | +4,8 % | 3.314.967 $ | +237.276 $ | +7,7 % | 3.077.691 $ | +88.049 $ | +2,9 % | |||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 3.411.202 $ | +825.643 $ | +31,9 % | 2.585.559 $ | +2.417.168 $ | +1.435,4 % | 168.391 $ | +22.012 $ | +15,0 % | |||
| McNamara Financial Services, Inc. | 3.382.668 $ | +325.056 $ | +10,6 % | 3.057.612 $ | +13.820 $ | +0,5 % | 3.043.792 $ | -89.174 $ | -2,8 % | |||
| Boston Standard Wealth Management, LLC | 3.238.212 $ | -66.783 $ | -2,0 % | 3.304.995 $ | +333.572 $ | +11,2 % | 2.971.423 $ | +19.153 $ | +0,6 % | 2.952.270 $ | +160.270 $ | +5,7 % |
| Silver Oak Advisory Group, Inc. | 3.261.000 $ | +117.000 $ | +3,7 % | 3.144.000 $ | -124.000 $ | -3,8 % | 3.268.000 $ | +42.000 $ | +1,3 % | |||
| Modera Wealth Management, LLC | 3.247.824 $ | +610.310 $ | +23,1 % | 2.637.514 $ | -199.865 $ | -7,0 % | 2.837.379 $ | -430.799 $ | -13,2 % | |||
| SilverOak Wealth Management LLC | 3.243.167 $ | +460.892 $ | +16,6 % | 2.782.275 $ | +65.143 $ | +2,4 % | 2.717.132 $ | +294.498 $ | +12,2 % | |||
| L & S Advisors Inc | 3.225.980 $ | +688.086 $ | +27,1 % | 2.537.894 $ | -190.760 $ | -7,0 % | 2.728.654 $ | -40.484 $ | -1,5 % | |||
| Ledyard National Bank | 3.220.543 $ | +3.064 $ | +0,1 % | 3.217.479 $ | +297.035 $ | +10,2 % | 2.920.444 $ | +1.528.713 $ | +109,8 % | 1.391.731 $ | -113.596 $ | -7,5 % |
| Trust Co | 3.186.041 $ | +43.632 $ | +1,4 % | 3.142.409 $ | +271.073 $ | +9,4 % | 2.871.336 $ | -283.670 $ | -9,0 % | 3.155.006 $ | +76.645 $ | +2,5 % |
| Gateway Wealth Partners, LLC | 1.612.761 $ | -1.552.237 $ | -49,0 % | 3.164.998 $ | +1.103.554 $ | +53,5 % | 2.061.444 $ | +113.901 $ | +5,8 % | |||
| Olde Wealth Management, LLC | 3.038.000 $ | -21.000 $ | -0,7 % | 3.059.000 $ | -78.000 $ | -2,5 % | 3.137.000 $ | +42.000 $ | +1,4 % | |||
| Lido Advisors, LLC | 2.463.831 $ | -357.451 $ | -12,7 % | 2.821.282 $ | -304.110 $ | -9,7 % | 3.125.392 $ | +1.613.284 $ | +106,7 % | |||
| Balanced Rock Investment Advisors LLC | 3.090.493 $ | +60.106 $ | +2,0 % | 3.030.387 $ | +32.105 $ | +1,1 % | 2.998.282 $ | +11.263 $ | +0,4 % | |||
| Mirae Asset Global Investments Co., Ltd. | 1.592.016 $ | -1.425.985 $ | -47,2 % | 3.018.001 $ | -261.733 $ | -8,0 % | ||||||
| McAdam, LLC | 2.990.591 $ | +229.994 $ | +8,3 % | 2.760.597 $ | +487.558 $ | +21,4 % | 2.273.039 $ | -32.401 $ | -1,4 % | 2.305.440 $ | +232.045 $ | +11,2 % |
| SAX WEALTH ADVISORS, LLC | 2.971.478 $ | +2.740.570 $ | +1.186,9 % | |||||||||
| Modern Wealth Management, LLC | 2.672.201 $ | +100.639 $ | +3,9 % | 2.571.562 $ | -394.789 $ | -13,3 % | 2.966.351 $ | -6.957 $ | -0,2 % | |||
| Cerity Partners Retirement Plan Advisors LLC | 2.958.982 $ | +400.763 $ | +15,7 % | 2.558.219 $ | ||||||||
| Arlington Financial Advisors, LLC | 2.938.771 $ | +113.398 $ | +4,0 % | 2.825.373 $ | +369.333 $ | +15,0 % | 2.456.040 $ | -57.353 $ | -2,3 % | 2.513.393 $ | -88.772 $ | -3,4 % |
| Scott Capital Advisors, LLC | 2.877.169 $ | -53.950 $ | -1,8 % | 2.931.119 $ | +586.267 $ | +25,0 % | 2.344.852 $ | +103.369 $ | +4,6 % | 2.241.483 $ | +1.323.871 $ | +144,3 % |
| CARY STREET PARTNERS FINANCIAL LLC | 2.819.573 $ | +198.457 $ | +7,6 % | 2.621.116 $ | -291.671 $ | -10,0 % | 2.912.787 $ | -88.590 $ | -3,0 % | |||
| D.A. DAVIDSON & CO. | 2.887.277 $ | +271.636 $ | +10,4 % | 2.615.641 $ | -38.598 $ | -1,5 % | 2.654.239 $ | -6.983 $ | -0,3 % | |||
| NorthRock Partners, LLC | 2.814.179 $ | +489.272 $ | +21,0 % | 2.324.907 $ | -387.834 $ | -14,3 % | 2.712.741 $ | -78.626 $ | -2,8 % | |||
| Merit Financial Group, LLC | 2.357.831 $ | +280.724 $ | +13,5 % | 2.077.107 $ | -736.691 $ | -26,2 % | 2.813.798 $ | +198.476 $ | +7,6 % | |||
| HM PAYSON & CO | 2.811.188 $ | +474.155 $ | +20,3 % | 2.337.033 $ | +1.849.743 $ | +379,6 % | 487.290 $ | +486.775 $ | +94.519,4 % | |||
| Western Wealth Management, LLC | 2.776.281 $ | +646.255 $ | +30,3 % | 2.130.026 $ | +284.746 $ | +15,4 % | 1.845.280 $ | +1.065.618 $ | +136,7 % | |||
| Financial Insights, Inc. | 2.712.397 $ | -59.498 $ | -2,1 % | 2.771.895 $ | +484.527 $ | +21,2 % | 2.287.368 $ | -131.798 $ | -5,4 % | 2.419.166 $ | -157.185 $ | -6,1 % |
| Napier Financial, LLC | 2.754.835 $ | +374.526 $ | +15,7 % | 2.380.309 $ | +862.582 $ | +56,8 % | 1.517.727 $ | |||||
| Vigil Wealth Management, LLC | 2.733.894 $ | +662.741 $ | +32,0 % | 2.071.153 $ | -86.980 $ | -4,0 % | 2.158.133 $ | |||||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.731.105 $ | +72.796 $ | +2,7 % | 2.658.309 $ | +461.933 $ | +21,0 % | 2.196.376 $ | +148.491 $ | +7,3 % | 2.047.885 $ | +35.567 $ | +1,8 % |
| One Day In July LLC | 2.707.658 $ | +210.846 $ | +8,4 % | 2.496.812 $ | +997 $ | +0,0 % | 2.495.815 $ | -248.457 $ | -9,1 % | |||
| Systelligence, LLC | 2.692.762 $ | |||||||||||
| Diversified Enterprises, LLC | 2.678.323 $ | +1.100 $ | +0,0 % | 2.677.223 $ | +321.545 $ | +13,6 % | 2.355.678 $ | +204.948 $ | +9,5 % | 2.150.730 $ | +20.027 $ | +0,9 % |
| Verus Advisory, Inc. | 2 $ | -2.648.598 $ | -100,0 % | 2.648.600 $ | ||||||||
| Corundum Group, Inc. | 2.596.091 $ | +249.522 $ | +10,6 % | 2.346.569 $ | -15.684 $ | -0,7 % | 2.362.253 $ | -487.534 $ | -17,1 % | |||
| CHOREO, LLC | 2.553.091 $ | +279.184 $ | +12,3 % | 2.273.907 $ | +107.188 $ | +4,9 % | 2.166.719 $ | +44.545 $ | +2,1 % | |||
| Aptus Capital Advisors, LLC | 2.513.873 $ | +162.429 $ | +6,9 % | 2.351.444 $ | -189.656 $ | -7,5 % | 2.541.100 $ | -35.318 $ | -1,4 % | |||
| TRUIST FINANCIAL CORP | 2.471.435 $ | +879.494 $ | +55,2 % | 1.591.941 $ | -58.603 $ | -3,6 % | 1.650.544 $ | -222.156 $ | -11,9 % | |||
| IMPACTfolio, LLC | 2.403.156 $ | +347.287 $ | +16,9 % | 2.055.869 $ | +42.192 $ | +2,1 % | 2.013.677 $ | -1.790.683 $ | -47,1 % | |||
| RMG Wealth Management LLC | 2.342.239 $ | +390.971 $ | +20,0 % | 1.951.268 $ | +305.530 $ | +18,6 % | 1.645.738 $ | +722.633 $ | +78,3 % | 923.105 $ | +27.619 $ | +3,1 % |
| Vontobel Holding Ltd. | 2.245.574 $ | -95.491 $ | -4,1 % | 2.341.065 $ | +182.763 $ | +8,5 % | 2.158.302 $ | +78.181 $ | +3,8 % | 2.080.121 $ | +1.092.859 $ | +110,7 % |
| Neumann Capital Management, LLC | 2.329.676 $ | +171.423 $ | +7,9 % | 2.158.253 $ | -62.513 $ | -2,8 % | 2.220.766 $ | +24.300 $ | +1,1 % | |||
| HUNTINGTON NATIONAL BANK | 2.328.382 $ | +516.245 $ | +28,5 % | 1.812.137 $ | +482.116 $ | +36,2 % | 1.330.021 $ | +265.609 $ | +25,0 % | |||
| BlueStem Wealth Partners, LLC | 2.327.372 $ | +413.815 $ | +21,6 % | 1.913.557 $ | -317.817 $ | -14,2 % | 2.231.374 $ | +84.256 $ | +3,9 % | |||
| J.Safra Asset Management Corp | 2.325.705 $ | +492.384 $ | +26,9 % | 1.833.321 $ | -138.296 $ | -7,0 % | 1.971.617 $ | -62.651 $ | -3,1 % | |||
| Integrated Advisors Network LLC | 2.305.622 $ | +1.636.840 $ | +244,7 % | 668.782 $ | -33.577 $ | -4,8 % | 702.359 $ | +426.218 $ | +154,3 % | 276.141 $ | +63.504 $ | +29,9 % |
| IHT Wealth Management, LLC | 2.301.326 $ | +186.737 $ | +8,8 % | 2.114.589 $ | +105.915 $ | +5,3 % | 2.008.674 $ | -133.963 $ | -6,3 % | |||
| Private Wealth Management Group, LLC | 1.069.648 $ | -384.529 $ | -26,4 % | 1.454.177 $ | -845.719 $ | -36,8 % | 2.299.896 $ | +14.754 $ | +0,6 % | 2.285.142 $ | +139.371 $ | +6,5 % |
| Xena Financial Planning, LLC | 2.119.169 $ | -172.289 $ | -7,5 % | 2.291.458 $ | +466.707 $ | +25,6 % | 1.824.751 $ | +424.972 $ | +30,4 % | 1.399.779 $ | ||
| Prism Advisors, Inc. | 1.026.446 $ | -1.262.302 $ | -55,2 % | 2.288.748 $ | +250.602 $ | +12,3 % | 2.038.146 $ | +181.430 $ | +9,8 % | 1.856.716 $ | -14.233 $ | -0,8 % |
| Parkside Financial Bank & Trust | 2.251.352 $ | -36.190 $ | -1,6 % | 2.287.542 $ | +201.336 $ | +9,7 % | 2.086.206 $ | -65.866 $ | -3,1 % | 2.152.072 $ | -71.773 $ | -3,2 % |
| Betterment LLC | 2.273.000 $ | +667.000 $ | +41,5 % | 1.606.000 $ | -198.000 $ | -11,0 % | 1.804.000 $ | -217.000 $ | -10,7 % | |||
| B. Riley Wealth Advisors, Inc. | 2.271.547 $ | -16.292 $ | -0,7 % | |||||||||
| Forefront Wealth Partners, LLC | 2.270.489 $ | +420.691 $ | +22,7 % | 1.849.798 $ | -98.913 $ | -5,1 % | ||||||
| Wealth Advisory Team LLC | 2.207.389 $ | -60.733 $ | -2,7 % | 2.268.122 $ | ||||||||
| Mutual Advisors, LLC | 2.259.866 $ | +711.518 $ | +46,0 % | 1.548.348 $ | +174.433 $ | +12,7 % | 1.373.915 $ | +67.512 $ | +5,2 % | |||
| GREENUP STREET WEALTH MANAGEMENT LLC | 2.259.431 $ | +1.249.071 $ | +123,6 % | 1.010.360 $ | -172.623 $ | -14,6 % | 1.182.983 $ | -230.706 $ | -16,3 % | |||
| LOCKERMAN FINANCIAL GROUP, INC. | 1.037.673 $ | -445.461 $ | -30,0 % | 1.483.134 $ | -773.847 $ | -34,3 % | 2.256.981 $ | +177.095 $ | +8,5 % | |||
| Independent Advisor Alliance | 2.240.675 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 1.559.259 $ | +59.107 $ | +3,9 % | 1.500.152 $ | -732.600 $ | -32,8 % | 2.232.752 $ | +802 $ | +0,0 % | |||
| Strategic Point Investment Advisors, LLC | 2.231.804 $ | +220.476 $ | +11,0 % | 2.011.328 $ | -35.294 $ | -1,7 % | 2.046.622 $ | +46.577 $ | +2,3 % | |||
| CENTRAL TRUST Co | 2.199.489 $ | +169.157 $ | +8,3 % | 2.030.332 $ | +20.200 $ | +1,0 % | 2.010.132 $ | +576.706 $ | +40,2 % | |||
| LAZARD ASSET MANAGEMENT LLC | 2.183.724 $ | +295.800 $ | +15,7 % | 1.887.924 $ | +17.178 $ | +0,9 % | 1.870.746 $ | +23.044 $ | +1,2 % | |||
| Dynamic Advisor Solutions LLC | 1.587.998 $ | +9.638 $ | +0,6 % | 1.578.360 $ | +6.580 $ | +0,4 % | 1.571.780 $ | -558.938 $ | -26,2 % | 2.130.718 $ | -2.756.459 $ | -56,4 % |
| Goldstone Financial Group, LLC | 2.054.807 $ | +202.640 $ | +10,9 % | 1.852.167 $ | -272.091 $ | -12,8 % | 2.124.258 $ | +506.494 $ | +31,3 % | |||
| Cornerstone Financial Management LLC | 2.108.026 $ | +519.235 $ | +32,7 % | 1.588.791 $ | -123.152 $ | -7,2 % | 1.711.943 $ | |||||
| MAYPORT, LLC | 2.082.992 $ | -7.058 $ | -0,3 % | 2.090.050 $ | -13.645 $ | -0,6 % | 2.103.695 $ | -9.410 $ | -0,4 % | |||
| White Lighthouse Investment Management Inc. | 2.024.469 $ | -73.379 $ | -3,5 % | 2.097.848 $ | +487.309 $ | +30,3 % | 1.610.539 $ | -125.930 $ | -7,3 % | 1.736.469 $ | +101.675 $ | +6,2 % |
| Shotwell Rutter Baer Inc | 2.068.673 $ | -5.859 $ | -0,3 % | 2.074.532 $ | +236.803 $ | +12,9 % | 1.837.729 $ | -93.141 $ | -4,8 % | 1.930.870 $ | +71.249 $ | +3,8 % |
| Fingerlakes Wealth Management, Inc. | 2.040.765 $ | +495.977 $ | +32,1 % | 1.544.788 $ | -35.145 $ | -2,2 % | 1.579.933 $ | +2.510 $ | +0,2 % | |||
| HB Wealth Management, LLC | 2.019.343 $ | +378.298 $ | +23,1 % | 1.641.045 $ | +545.687 $ | +49,8 % | 1.095.358 $ | +89.012 $ | +8,8 % | 1.006.346 $ | +112.522 $ | +12,6 % |
| Heck Capital Advisors, LLC | 1.953.377 $ | -47.931 $ | -2,4 % | 2.001.308 $ | +364.717 $ | +22,3 % | 1.636.591 $ | -121.730 $ | -6,9 % | 1.758.321 $ | -136.794 $ | -7,2 % |
| LexAurum Advisors, LLC | 2.000.007 $ | +485.952 $ | +32,1 % | 1.514.055 $ | -233.537 $ | -13,4 % | 1.747.592 $ | -750.762 $ | -30,1 % | |||
| Focus Financial Network, Inc. | 1.992.934 $ | +554.819 $ | +38,6 % | 1.438.115 $ | +202.825 $ | +16,4 % | 1.235.290 $ | -87.613 $ | -6,6 % | 1.322.903 $ | +41.518 $ | +3,2 % |
| CORRADO ADVISORS, LLC | 1.983.516 $ | +114.555 $ | +6,1 % | |||||||||
| BLUELINE ADVISORS LLC | 1.975.541 $ | +1.518 $ | +0,1 % | 1.974.023 $ | +253.885 $ | +14,8 % | 1.720.138 $ | +319.102 $ | +22,8 % | 1.401.036 $ | ||
| Sincerus Advisory, LLC | 1.973.558 $ | +94.460 $ | +5,0 % | 1.879.098 $ | +155.718 $ | +9,0 % | 1.723.380 $ | +95.296 $ | +5,9 % | 1.628.084 $ | +62.263 $ | +4,0 % |
| Stonehearth Capital Management, LLC | 1.829.926 $ | -135.571 $ | -6,9 % | 1.965.497 $ | +202.795 $ | +11,5 % | 1.762.702 $ | -111.482 $ | -5,9 % | 1.874.184 $ | +19.955 $ | +1,1 % |
| SAGE FINANCIAL GROUP INC | 1.958.763 $ | +17.004 $ | +0,9 % | 1.941.759 $ | +256.879 $ | +15,2 % | 1.684.880 $ | -108.861 $ | -6,1 % | 1.793.741 $ | -9.256 $ | -0,5 % |
| Apollon Wealth Management, LLC | 1.847.584 $ | -83.176 $ | -4,3 % | 1.930.760 $ | +369.425 $ | +23,7 % | 1.561.335 $ | +34.946 $ | +2,3 % | 1.526.389 $ | +3.487 $ | +0,2 % |
| RFG Advisory, LLC | 622.276 $ | -335.920 $ | -35,1 % | 958.196 $ | -961.314 $ | -50,1 % | 1.919.510 $ | |||||
| ABOUND FINANCIAL, LLC | 1.797.589 $ | +205.316 $ | +12,9 % | 1.592.273 $ | -325.131 $ | -17,0 % | 1.917.404 $ | +30.073 $ | +1,6 % | |||
| Baltimore-Washington Financial Advisors, Inc. | 1.881.857 $ | +405.628 $ | +27,5 % | 1.476.229 $ | -111.359 $ | -7,0 % | 1.587.588 $ | -32.751 $ | -2,0 % | |||
| AE Wealth Management LLC | 1.864.709 $ | +1.621.136 $ | +665,6 % | 243.573 $ | ||||||||
| Per Stirling Capital Management, LLC. | 1.667.518 $ | +132.902 $ | +8,7 % | 1.534.616 $ | -320.225 $ | -17,3 % | 1.854.841 $ | +274.837 $ | +17,4 % | |||
| Kelman-Lazarov, Inc. | 1.840.167 $ | +172.979 $ | +10,4 % | 1.667.188 $ | -14.061 $ | -0,8 % | 1.681.249 $ | +28.590 $ | +1,7 % | |||
| WNY Asset Management, LLC | 1.803.618 $ | +116.489 $ | +6,9 % | 1.687.129 $ | +641.302 $ | +61,3 % | ||||||
| Lloyd Advisory Services, LLC. | 1.802.841 $ | +1.653.083 $ | +1.103,8 % | 149.758 $ | ||||||||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1.799.042 $ | +94.865 $ | +5,6 % | 1.704.177 $ | +78.870 $ | +4,9 % | 1.625.307 $ | +53.361 $ | +3,4 % | |||
| JGP Wealth Management, LLC | 1.787.286 $ | +467.029 $ | +35,4 % | 1.320.257 $ | +402.120 $ | +43,8 % | 918.137 $ | -4.916 $ | -0,5 % | 923.053 $ | +694.688 $ | +304,2 % |
| Avantax Planning Partners, Inc. | 1.732.977 $ | +182.614 $ | +11,8 % | 1.550.363 $ | -96.984 $ | -5,9 % | 1.647.347 $ | -113.705 $ | -6,5 % | |||
| MFA WEALTH ADVISORS, LLC | 1.658.169 $ | -49.151 $ | -2,9 % | 1.707.320 $ | +380.960 $ | +28,7 % | 1.326.360 $ | -100.053 $ | -7,0 % | 1.426.413 $ | -24.065 $ | -1,7 % |
| Prime Capital Investment Advisors, LLC | 1.706.988 $ | +68.680 $ | +4,2 % | 1.638.308 $ | +1.352.893 $ | +474,0 % | 285.415 $ | -125.882 $ | -30,6 % | 411.297 $ | -79.153 $ | -16,1 % |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1.704.948 $ | +766.889 $ | +81,8 % | 938.059 $ | -13.462 $ | -1,4 % | 951.521 $ | +136.569 $ | +16,8 % | 814.952 $ | -204.843 $ | -20,1 % |
| Pathstone Holdings, LLC | 1.683.372 $ | +228.700 $ | +15,7 % | 1.454.672 $ | +13.236 $ | +0,9 % | 1.441.436 $ | -144.444 $ | -9,1 % | |||
| eCIO, Inc. | 1.678.833 $ | +194.136 $ | +13,1 % | 1.484.697 $ | ||||||||
| Legacy Financial Group LLC | 505.123 $ | -956.350 $ | -65,4 % | 1.461.473 $ | -191.698 $ | -11,6 % | 1.653.171 $ | -402.786 $ | -19,6 % | |||
| VestGen Advisors, LLC | 1.596.646 $ | -23.888 $ | -1,5 % | 1.620.534 $ | +78.287 $ | +5,1 % | 1.542.247 $ | -103.351 $ | -6,3 % | 1.645.598 $ | -916.233 $ | -35,8 % |
| Cornerstone Wealth Group, LLC | 1.631.647 $ | -1.852 $ | -0,1 % | 1.633.499 $ | +89.251 $ | +5,8 % | 1.544.248 $ | -109.576 $ | -6,6 % | |||
| Westview Management dba Westview Investment Advisors | 1.615.353 $ | +124.195 $ | +8,3 % | 1.491.158 $ | +518.537 $ | +53,3 % | 972.621 $ | |||||
| Prospera Financial Services Inc | 1.588.940 $ | +26.168 $ | +1,7 % | 1.562.772 $ | +36.059 $ | +2,4 % | 1.526.713 $ | -13.631 $ | -0,9 % | |||
| Opal Wealth Advisors, LLC | 1.583.711 $ | |||||||||||
| Continuum Advisory, LLC | 1.560.119 $ | +352.208 $ | +29,2 % | 1.207.911 $ | -61.007 $ | -4,8 % | 1.268.918 $ | +301.623 $ | +31,2 % | |||
| Litman Gregory Wealth Management LLC | 1.525.028 $ | +456.753 $ | +42,8 % | |||||||||
| Bragg Financial Advisors, Inc | 1.524.954 $ | +173.006 $ | +12,8 % | 1.351.948 $ | +69.027 $ | +5,4 % | 1.282.921 $ | +28.318 $ | +2,3 % | |||
| CITIGROUP INC | 1.520.499 $ | +231.591 $ | +18,0 % | 1.288.908 $ | -50.369 $ | -3,8 % | 1.339.277 $ | +103.680 $ | +8,4 % | |||
| Sanctuary Advisors, LLC | 1.513.170 $ | +288.481 $ | +23,6 % | 1.224.689 $ | -290.650 $ | -19,2 % | 1.515.339 $ | -344.232 $ | -18,5 % | |||
| Triad Wealth Partners, LLC | 1.511.510 $ | +53.966 $ | +3,7 % | 1.457.544 $ | +746.029 $ | +104,9 % | 711.515 $ | -53.722 $ | -7,0 % | 765.237 $ | -29.486 $ | -3,7 % |
| Klaas Financial Asset Advisors, LLC | 369.081 $ | -37.924 $ | -9,3 % | 407.005 $ | +49.454 $ | +13,8 % | 357.551 $ | -1.127.776 $ | -75,9 % | 1.485.327 $ | -48.118 $ | -3,1 % |
| Privatperson | 1.450.094 $ | |||||||||||
| ZENITH SOLUTIONS, INC. | 1.324.367 $ | -104.249 $ | -7,3 % | 1.428.616 $ | ||||||||
| Investor's Fiduciary Advisor Network, LLC | 1.240.000 $ | -178.000 $ | -12,6 % | 1.418.000 $ | +18.000 $ | +1,3 % | ||||||
| Tradition Wealth Management, LLC | 1.409.645 $ | +61.321 $ | +4,5 % | 1.348.324 $ | +3.966 $ | +0,3 % | 1.344.358 $ | +39.084 $ | +3,0 % | |||
| Clearview Wealth Management LLC | 1.376.006 $ | -28.354 $ | -2,0 % | 1.404.360 $ | +165.556 $ | +13,4 % | 1.238.804 $ | |||||
| VERUS CAPITAL PARTNERS, LLC | 1.403.359 $ | +214.823 $ | +18,1 % | 1.188.536 $ | +450.039 $ | +60,9 % | 738.497 $ | +9.587 $ | +1,3 % | |||
| OneDigital Investment Advisors LLC | 1.391.655 $ | +456.033 $ | +48,7 % | 935.622 $ | +226.323 $ | +31,9 % | 709.299 $ | +2.127 $ | +0,3 % | |||
| Capital Analysts, LLC | 1.384.000 $ | +46.000 $ | +3,4 % | |||||||||
| JOURNEY STRATEGIC WEALTH LLC | 1.383.155 $ | +54.721 $ | +4,1 % | 1.328.434 $ | +96.413 $ | +7,8 % | ||||||
| Paulson Wealth Management Inc. | 1.376.594 $ | +280.483 $ | +25,6 % | 1.096.111 $ | -64.137 $ | -5,5 % | 1.160.248 $ | +80.990 $ | +7,5 % | |||
| Hidden Cove Wealth Management, LLC | 1.376.022 $ | |||||||||||
| Evergreen Private Wealth LLC | 171.534 $ | +23.235 $ | +15,7 % | 148.299 $ | -1.225.396 $ | -89,2 % | 1.373.695 $ | -49.291 $ | -3,5 % | |||
| Ameritas Investment Partners, Inc. | 1.363.201 $ | +110.815 $ | +8,8 % | 1.252.386 $ | +56.097 $ | +4,7 % | 1.196.289 $ | +64.876 $ | +5,7 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 1.354.000 $ | +223.276 $ | +19,7 % | 1.130.724 $ | +252.790 $ | +28,8 % | 877.934 $ | +72.657 $ | +9,0 % | |||
| Emergent Wealth Advisors, LLC | 1.319.039 $ | -20.866 $ | -1,6 % | 1.339.905 $ | +207.416 $ | +18,3 % | 1.132.489 $ | -38.848 $ | -3,3 % | 1.171.337 $ | +4.168 $ | +0,4 % |
| SK Wealth Management, LLC | 1.032.239 $ | -59.853 $ | -5,5 % | 1.092.092 $ | -244.391 $ | -18,3 % | 1.336.483 $ | -1.045.627 $ | -43,9 % | |||
| Columbia River Financial Group, LLC | 1.336.000 $ | +120.000 $ | +9,9 % | 1.216.000 $ | -15.000 $ | -1,2 % | 1.231.000 $ | -68.000 $ | -5,2 % | |||
| CJM Wealth Advisers, Ltd. | 1.325.057 $ | |||||||||||
| LIFELONG WEALTH ADVISORS, INC. | 1.301.486 $ | -17.211 $ | -1,3 % | 1.318.697 $ | +79.942 $ | +6,5 % | 1.238.755 $ | -56.590 $ | -4,4 % | 1.295.345 $ | -19.804 $ | -1,5 % |
| NORTHERN TRUST CORP | 1.292.126 $ | -11.517 $ | -0,9 % | 1.303.643 $ | -3.610 $ | -0,3 % | 1.307.253 $ | -70.580 $ | -5,1 % | |||
| Wealthcare Advisory Partners LLC | 1.242.844 $ | -49.792 $ | -3,9 % | 1.292.636 $ | +223.750 $ | +20,9 % | 1.068.886 $ | -219.517 $ | -17,0 % | 1.288.403 $ | +3.315 $ | +0,3 % |
| Milestone Investment Advisors LLC | 1.292.626 $ | +147.408 $ | +12,9 % | 1.145.218 $ | +388.497 $ | +51,3 % | 756.721 $ | +20.457 $ | +2,8 % | |||
| A&I FINANCIAL SERVICES, LLC | 1.211.474 $ | -15.491 $ | -1,3 % | 1.226.965 $ | -63.058 $ | -4,9 % | 1.290.023 $ | +94.142 $ | +7,9 % | 1.195.881 $ | +46.738 $ | +4,1 % |
| DDFG, Inc | 1.287.758 $ | +15.426 $ | +1,2 % | 1.272.332 $ | +159.249 $ | +14,3 % | 1.113.083 $ | -20.308 $ | -1,8 % | 1.133.391 $ | -1.733 $ | -0,2 % |
| Legacy Financial Advisors, Inc. | 1.273.272 $ | +101.226 $ | +8,6 % | 1.172.046 $ | -114.408 $ | -8,9 % | 1.286.454 $ | +18.319 $ | +1,4 % | |||
| Fifth Third Wealth Advisors LLC | 1.258.247 $ | -25.628 $ | -2,0 % | 1.283.875 $ | +759.333 $ | +144,8 % | 524.542 $ | -494.010 $ | -48,5 % | 1.018.552 $ | -4.868 $ | -0,5 % |
| Marshall & Sterling Wealth Advisors Inc. | 1.246.125 $ | +199.307 $ | +19,0 % | 1.046.818 $ | -81.037 $ | -7,2 % | 1.127.855 $ | -20.109 $ | -1,8 % | |||
| BENJAMIN EDWARDS INC | 1.243.961 $ | +138.305 $ | +12,5 % | 1.105.656 $ | +737.181 $ | +200,1 % | 368.475 $ | +38.603 $ | +11,7 % | |||
| Sage Advisory Services, Ltd.Co. | 966.000 $ | +276.000 $ | +40,0 % | 690.000 $ | -553.000 $ | -44,5 % | 1.243.000 $ | +25.000 $ | +2,1 % | |||
| Perennial Investment Advisors, LLC | 1.236.011 $ | +367.529 $ | +42,3 % | 868.482 $ | +610.159 $ | +236,2 % | 258.323 $ | |||||
| Davis Wealth Advisors, LLC | 991.918 $ | -170.166 $ | -14,6 % | 1.162.084 $ | -68.079 $ | -5,5 % | 1.230.163 $ | +34.224 $ | +2,9 % | |||
| Refined Wealth Management | 785.413 $ | -71.817 $ | -8,4 % | 857.230 $ | +153.627 $ | +21,8 % | 703.603 $ | -519.856 $ | -42,5 % | 1.223.459 $ | -20.182 $ | -1,6 % |
| Argyle Capital Partners, LLC | 1.208.875 $ | -9.671 $ | -0,8 % | 1.218.546 $ | +316.081 $ | +35,0 % | 902.465 $ | +72.143 $ | +8,7 % | 830.322 $ | +31.221 $ | +3,9 % |
| Relyea Zuckerberg Hanson LLC | 1.170.710 $ | -45.067 $ | -3,7 % | 1.215.777 $ | +56.803 $ | +4,9 % | 1.158.974 $ | +111.137 $ | +10,6 % | 1.047.837 $ | -68.660 $ | -6,1 % |
| Sandbox Financial Partners, LLC | 1.078.356 $ | -134.785 $ | -11,1 % | 1.213.141 $ | -93.993 $ | -7,2 % | ||||||
| EVERGREEN CAPITAL MANAGEMENT LLC | 1.174.693 $ | -38.074 $ | -3,1 % | 1.212.767 $ | +284.012 $ | +30,6 % | 928.755 $ | -45.582 $ | -4,7 % | 974.337 $ | -185.984 $ | -16,0 % |
| Vise Technologies, Inc. | 1.207.206 $ | |||||||||||
| Sound Stewardship, LLC | 1.200.830 $ | +113.784 $ | +10,5 % | 1.087.046 $ | +105.698 $ | +10,8 % | 981.348 $ | +169.345 $ | +20,9 % | 812.003 $ | -101.332 $ | -11,1 % |
| IAG Wealth Partners, LLC | 984.598 $ | -84.863 $ | -7,9 % | 1.069.461 $ | -128.858 $ | -10,8 % | 1.198.319 $ | +14.622 $ | +1,2 % | |||
| McCartney Wealth Management LLC | 1.196.682 $ | +231.388 $ | +24,0 % | 965.294 $ | +9.255 $ | +1,0 % | 956.039 $ | |||||
| Old Peak Finance LLC | 1.190.828 $ | +188.731 $ | +18,8 % | 1.002.097 $ | -30.748 $ | -3,0 % | 1.032.845 $ | |||||
| INSPIRION WEALTH ADVISORS, LLC | 1.187.000 $ | +176.082 $ | +17,4 % | 1.010.918 $ | +143.557 $ | +16,6 % | 867.361 $ | -15.742 $ | -1,8 % | 883.103 $ | ||
| FULTON BREAKEFIELD BROENNIMAN LLC | 1.176.903 $ | |||||||||||
| Pathfinder Wealth Consulting, Inc. | 1.150.833 $ | -23.776 $ | -2,0 % | 1.174.609 $ | ||||||||
| FIFTH THIRD BANCORP | 1.172.624 $ | +297.469 $ | +34,0 % | 875.155 $ | +743.384 $ | +564,1 % | 131.771 $ | -2.586 $ | -1,9 % | |||
| Heritage Wealth Advisors | 1.170.500 $ | +129.361 $ | +12,4 % | 1.041.139 $ | +27.697 $ | +2,7 % | 1.013.442 $ | +20.458 $ | +2,1 % | |||
| MAI Capital Management | 1.169.823 $ | +78.523 $ | +7,2 % | 1.091.300 $ | +73.002 $ | +7,2 % | 1.018.298 $ | -25.769 $ | -2,5 % | |||
| Landmark Wealth Management, LLC | 1.153.921 $ | +37.616 $ | +3,4 % | 1.116.305 $ | +393.528 $ | +54,4 % | 722.777 $ | +36.220 $ | +5,3 % | |||
| BAILARD, INC. | 1.150.929 $ | +47.500 $ | +4,3 % | 1.103.429 $ | -14.461 $ | -1,3 % | 1.117.890 $ | -5.026 $ | -0,4 % | 1.122.916 $ | -3.263 $ | -0,3 % |
| Values Added Financial LLC | 1.095.218 $ | +134.465 $ | +14,0 % | 960.753 $ | -171.890 $ | -15,2 % | 1.132.643 $ | +130.150 $ | +13,0 % | |||
| Carson Advisory Inc. | 1.119.454 $ | +130.077 $ | +13,1 % | 989.377 $ | -32.044 $ | -3,1 % | 1.021.421 $ | +6.920 $ | +0,7 % | |||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.116.700 $ | +39.129 $ | +3,6 % | 1.077.571 $ | +268.935 $ | +33,3 % | 808.636 $ | +22.200 $ | +2,8 % | |||
| Virtu Financial LLC | 499.000 $ | -603.000 $ | -54,7 % | 1.102.000 $ | ||||||||
| Institute for Wealth Management, LLC. | 1.046.027 $ | -55.941 $ | -5,1 % | 1.101.968 $ | -1.655.227 $ | -60,0 % | ||||||
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 1.099.526 $ | +15.477 $ | +1,4 % | 1.084.049 $ | +165.986 $ | +18,1 % | 918.063 $ | +8.794 $ | +1,0 % | 909.269 $ | +221.670 $ | +32,2 % |
| Birchwood Financial Partners, Inc. | 1.091.769 $ | +283.090 $ | +35,0 % | 808.679 $ | +224.080 $ | +38,3 % | 584.599 $ | |||||
| MARINO, STRAM & ASSOCIATES LLC | 967.617 $ | -13.241 $ | -1,3 % | 980.858 $ | +209.164 $ | +27,1 % | 771.694 $ | -309.012 $ | -28,6 % | 1.080.706 $ | -1.558.299 $ | -59,0 % |
| McClarren Financial Advisors, Inc. | 1.025.603 $ | -44.596 $ | -4,2 % | 1.070.199 $ | +358.462 $ | +50,4 % | 711.737 $ | -44.998 $ | -5,9 % | 756.735 $ | +2.320 $ | +0,3 % |
| Cascade Financial Partners, LLC | 1.060.903 $ | +142.435 $ | +15,5 % | 918.468 $ | +28.968 $ | +3,3 % | 889.500 $ | -2.750 $ | -0,3 % | |||
| GeoWealth Management, LLC | 661.248 $ | -259.880 $ | -28,2 % | 921.128 $ | -139.534 $ | -13,2 % | 1.060.662 $ | -717.270 $ | -40,3 % | |||
| ETF Portfolio Partners, Inc. | 1.039.637 $ | +10.992 $ | +1,1 % | 1.028.645 $ | +147.176 $ | +16,7 % | 881.469 $ | -8.241 $ | -0,9 % | 889.710 $ | +16.662 $ | +1,9 % |
| Cornerstone Wealth Management, LLC | 1.035.833 $ | +190.062 $ | +22,5 % | 845.771 $ | -18.953 $ | -2,2 % | 864.724 $ | -15.196 $ | -1,7 % | |||
| Krilogy Financial LLC | 995.279 $ | +1.621 $ | +0,2 % | 993.658 $ | -30.355 $ | -3,0 % | 1.024.013 $ | -11.542 $ | -1,1 % | 1.035.555 $ | -48.005 $ | -4,4 % |
| Belpointe Asset Management LLC | 971.043 $ | -62.764 $ | -6,1 % | 1.033.807 $ | ||||||||
| Trademark Financial Management, LLC | 1.023.302 $ | -4.595 $ | -0,4 % | 1.027.897 $ | +168.697 $ | +19,6 % | 859.200 $ | -49.744 $ | -5,5 % | 908.944 $ | -1.743.623 $ | -65,7 % |
| Parallel Advisors, LLC | 1.011.427 $ | +75.754 $ | +8,1 % | 935.673 $ | +8.519 $ | +0,9 % | 927.154 $ | +4.798 $ | +0,5 % | |||
| Brookwood Investment Group LLC | 1.008.496 $ | |||||||||||
| Chicago Partners Investment Group LLC | 987.885 $ | +20.612 $ | +2,1 % | 967.273 $ | +82.544 $ | +9,3 % | 884.729 $ | -17.446 $ | -1,9 % | 902.175 $ | +83.430 $ | +10,2 % |
| Sunrise Financial Services, LLC | 108.042 $ | -352 $ | -0,3 % | 108.394 $ | +18.094 $ | +20,0 % | 90.300 $ | -889.401 $ | -90,8 % | 979.701 $ | ||
| Atria Investments, Inc | 944.281 $ | -28.292 $ | -2,9 % | 972.573 $ | +19.054 $ | +2,0 % | 953.519 $ | -5.621 $ | -0,6 % | 959.140 $ | +3.830 $ | +0,4 % |
| Gerber Kawasaki Wealth & Investment Management | 967.266 $ | +90.965 $ | +10,4 % | 876.301 $ | +543 $ | +0,1 % | 875.758 $ | +120.301 $ | +15,9 % | |||
| KWB Wealth | 878.976 $ | -85.273 $ | -8,8 % | 964.249 $ | +187.202 $ | +24,1 % | 777.047 $ | +0 $ | +0,0 % | 777.047 $ | +117.807 $ | +17,9 % |
| Brooklyn Investment Group | 727.339 $ | -231.293 $ | -24,1 % | 958.632 $ | ||||||||
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 950.110 $ | +88.749 $ | +10,3 % | 861.361 $ | -2.923 $ | -0,3 % | 864.284 $ | -56.214 $ | -6,1 % | |||
| May Hill Capital, LLC | 936.246 $ | +208.908 $ | +28,7 % | 727.338 $ | -220.344 $ | -23,3 % | 947.682 $ | +427.012 $ | +82,0 % | |||
| COZAD ASSET MANAGEMENT INC | 669.457 $ | -209.926 $ | -23,9 % | 879.383 $ | -62.782 $ | -6,7 % | 942.165 $ | -15.895 $ | -1,7 % | |||
| SeaCrest Wealth Management, LLC | 602.356 $ | -335.764 $ | -35,8 % | 938.120 $ | +21.686 $ | +2,4 % | ||||||
| Golden State Wealth Management, LLC | 931.799 $ | +155.287 $ | +20,0 % | 776.512 $ | -128.455 $ | -14,2 % | 904.967 $ | -22.014 $ | -2,4 % | |||
| VICTORY FINANCIAL GROUP, LLC | 924.712 $ | +699.593 $ | +310,8 % | 225.119 $ | ||||||||
| BRIGHTON JONES LLC | 914.517 $ | +36.057 $ | +4,1 % | 878.460 $ | ||||||||
| Estate Counselors, LLC | 900.873 $ | +482.955 $ | +115,6 % | 417.918 $ | -67.170 $ | -13,8 % | 485.088 $ | -262.776 $ | -35,1 % | |||
| McIlrath & Eck, LLC | 898.818 $ | +210.244 $ | +30,5 % | |||||||||
| WARNER FINANCIAL, INC | 897.035 $ | +579.035 $ | +182,1 % | 318.000 $ | +42.000 $ | +15,2 % | 276.000 $ | +12.000 $ | +4,5 % | |||
| Savvy Advisors, Inc. | 865.138 $ | -23.865 $ | -2,7 % | 889.003 $ | +14.142 $ | +1,6 % | 874.861 $ | +67.348 $ | +8,3 % | |||
| Compound Planning, Inc. | 885.046 $ | +412.330 $ | +87,2 % | 472.716 $ | -50.078 $ | -9,6 % | 522.794 $ | +1.131 $ | +0,2 % | |||
| Redhawk Wealth Advisors, Inc. | 879.975 $ | +301.981 $ | +52,2 % | |||||||||
| Ashton Thomas Private Wealth, LLC | 876.873 $ | +31.726 $ | +3,8 % | 845.147 $ | -21.266 $ | -2,5 % | 866.413 $ | +84.293 $ | +10,8 % | |||
| Midwest Trust Co | 810.368 $ | -60.036 $ | -6,9 % | 870.404 $ | +117.902 $ | +15,7 % | 752.502 $ | +6.847 $ | +0,9 % | 745.655 $ | +9.185 $ | +1,2 % |
| Concurrent Investment Advisors, LLC | 447.741 $ | -412.851 $ | -48,0 % | 860.592 $ | +88.067 $ | +11,4 % | 772.525 $ | +145.322 $ | +23,2 % | 627.203 $ | +290.753 $ | +86,4 % |
| Ipsen Advisor Group LLC | 791.524 $ | +110.052 $ | +16,1 % | 681.472 $ | -165.497 $ | -19,5 % | 846.969 $ | -17.008 $ | -2,0 % | |||
| Rede Wealth, LLC | 830.834 $ | +835 $ | +0,1 % | 829.999 $ | +72.204 $ | +9,5 % | 757.795 $ | -87.305 $ | -10,3 % | 845.100 $ | ||
| Focus Advisor Solutions, LLC | 832.079 $ | +525.611 $ | +171,5 % | 306.468 $ | -23.118 $ | -7,0 % | 329.586 $ | -284.092 $ | -46,3 % | |||
| Financial Partners Group, Inc | 816.252 $ | -10.147 $ | -1,2 % | 826.399 $ | -4.723 $ | -0,6 % | 831.122 $ | +52.492 $ | +6,7 % | 778.630 $ | ||
| Summit Financial, LLC | 818.699 $ | +332.620 $ | +68,4 % | 486.079 $ | ||||||||
| Affiance Financial, LLC | 794.597 $ | -19.726 $ | -2,4 % | 814.323 $ | +119.543 $ | +17,2 % | 694.780 $ | |||||
| Vantage Point Financial LLC | 812.304 $ | +100.789 $ | +14,2 % | 711.515 $ | -53.722 $ | -7,0 % | 765.237 $ | -29.486 $ | -3,7 % | |||
| Centurion Wealth Management LLC | 247.316 $ | -559.261 $ | -69,3 % | 806.577 $ | -171.575 $ | -17,5 % | ||||||
| Simmons Bank | 756.616 $ | +14.239 $ | +1,9 % | 742.377 $ | -59.829 $ | -7,5 % | 802.206 $ | +1.683 $ | +0,2 % | |||
| Odyssey Group, LLC | 798.907 $ | |||||||||||
| Skyline Advisors, Inc. | 311.065 $ | -57.459 $ | -15,6 % | 368.524 $ | -424.195 $ | -53,5 % | 792.719 $ | -56.270 $ | -6,6 % | |||
| Freedom Investment Management, Inc. | 782.616 $ | +148.677 $ | +23,5 % | 633.939 $ | -86.660 $ | -12,0 % | 720.599 $ | -798.361 $ | -52,6 % | |||
| High Note Wealth, LLC | 606.352 $ | -66.021 $ | -9,8 % | 672.373 $ | +17.886 $ | +2,7 % | 654.487 $ | -123.581 $ | -15,9 % | 778.068 $ | -30.361 $ | -3,8 % |
| OpenArc Corporate Advisory, LLC | 274.728 $ | +13.880 $ | +5,3 % | 260.848 $ | +23.429 $ | +9,9 % | 237.419 $ | -539.479 $ | -69,4 % | 776.898 $ | ||
| BayBridge Capital Group, LLC | 771.586 $ | +22.618 $ | +3,0 % | 748.968 $ | +55.658 $ | +8,0 % | 693.310 $ | +0 $ | +0,0 % | 693.310 $ | +5.219 $ | +0,8 % |
| Colter Lewis Investment Partners LLC | 760.691 $ | |||||||||||
| TriaGen Wealth Management LLC | 700.259 $ | -52.719 $ | -7,0 % | 752.978 $ | +100.915 $ | +15,5 % | 652.063 $ | -31.975 $ | -4,7 % | 684.038 $ | +8.426 $ | +1,2 % |
| GC Wealth Management RIA, LLC | 748.050 $ | -3.450 $ | -0,5 % | 751.500 $ | ||||||||
| PENOBSCOT WEALTH MANAGEMENT | 745.932 $ | +157.888 $ | +26,8 % | 588.044 $ | +164.474 $ | +38,8 % | 423.570 $ | +22.141 $ | +5,5 % | 401.429 $ | +22.675 $ | +6,0 % |
| Bensler, LLC | 744.799 $ | +96.653 $ | +14,9 % | 648.146 $ | +101.805 $ | +18,6 % | 546.341 $ | +9.374 $ | +1,7 % | |||
| Aprio Wealth Management, LLC | 740.821 $ | +160.839 $ | +27,7 % | 579.982 $ | -36.904 $ | -6,0 % | 616.886 $ | +529 $ | +0,1 % | |||
| Wealth Enhancement Trust Services, Inc. | 684.122 $ | -54.724 $ | -7,4 % | 738.846 $ | -723 $ | -0,1 % | 739.569 $ | +5.697 $ | +0,8 % | 733.872 $ | ||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 739.513 $ | +201.021 $ | +37,3 % | 538.492 $ | +243.166 $ | +82,3 % | 295.326 $ | |||||
| Diversify Advisory Services, LLC | 739.513 $ | +201.021 $ | +37,3 % | 538.492 $ | +255.588 $ | +90,3 % | 282.904 $ | -196.143 $ | -40,9 % | |||
| Wolff Financial Management LLC | 727.981 $ | +9.493 $ | +1,3 % | 718.488 $ | +111.255 $ | +18,3 % | 607.233 $ | -17.225 $ | -2,8 % | 624.458 $ | +9.597 $ | +1,6 % |
| Apollon Financial, LLC | 606.085 $ | -36.578 $ | -5,7 % | 642.663 $ | -62.411 $ | -8,9 % | 705.074 $ | -22.186 $ | -3,1 % | 727.260 $ | -137.794 $ | -15,9 % |
| AIRE ADVISORS, LLC | 725.853 $ | +21.062 $ | +3,0 % | 704.791 $ | +485.142 $ | +220,9 % | 219.649 $ | -35.626 $ | -14,0 % | 255.275 $ | -205.339 $ | -44,6 % |
| Snider Financial Group | 712.753 $ | +81.531 $ | +12,9 % | 631.222 $ | +85.207 $ | +15,6 % | 546.015 $ | +326.081 $ | +148,3 % | 219.934 $ | +5.971 $ | +2,8 % |
| RAM Investment Partners, LLC | 689.245 $ | -20.431 $ | -2,9 % | 709.676 $ | +158.352 $ | +28,7 % | 551.324 $ | -41.588 $ | -7,0 % | 592.912 $ | -10.003 $ | -1,7 % |
| Focused Wealth Management, Inc | 709.275 $ | +500.205 $ | +239,3 % | 209.070 $ | +5.061 $ | +2,5 % | 204.009 $ | |||||
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 624.888 $ | -80.350 $ | -11,4 % | 705.238 $ | +131.749 $ | +23,0 % | 573.489 $ | -31.585 $ | -5,2 % | 605.074 $ | +7.739 $ | +1,3 % |
| Clear Creek Financial Management, LLC | 704.623 $ | +136.592 $ | +24,0 % | 568.031 $ | +250.693 $ | +79,0 % | 317.338 $ | -250.392 $ | -44,1 % | |||
| Jefferies Financial Group Inc. | 702.621 $ | +46.879 $ | +7,1 % | 655.742 $ | ||||||||
| Destination Wealth Management | 699.138 $ | +94.703 $ | +15,7 % | 604.435 $ | +5.500 $ | +0,9 % | 598.935 $ | +15.536 $ | +2,7 % | |||
| Wealth Group Ltd | 695.462 $ | +149.461 $ | +27,4 % | 546.001 $ | +14.452 $ | +2,7 % | 531.549 $ | |||||
| FLPUTNAM INVESTMENT MANAGEMENT CO | 652.540 $ | +55.698 $ | +9,3 % | 596.842 $ | -76.178 $ | -11,3 % | 673.020 $ | -11.758 $ | -1,7 % | |||
| Mayflower Financial Advisors, LLC | 667.877 $ | +228.541 $ | +52,0 % | 439.336 $ | +29.019 $ | +7,1 % | 410.317 $ | -5.045 $ | -1,2 % | |||
| Keener Financial Planning LLC | 667.000 $ | +102.000 $ | +18,1 % | 565.000 $ | +0 $ | +0,0 % | 565.000 $ | +44.000 $ | +8,4 % | |||
| FLAGSTAR SECURITIES, INC | 650.507 $ | -14.508 $ | -2,2 % | 665.015 $ | +44.475 $ | +7,2 % | 620.540 $ | -14.599 $ | -2,3 % | 635.139 $ | -200.267 $ | -24,0 % |
| Canal Capital Management, LLC | 663.589 $ | +352.469 $ | +113,3 % | 311.120 $ | -209.262 $ | -40,2 % | 520.382 $ | -543 $ | -0,1 % | |||
| World Investment Advisors | 547.558 $ | +0 $ | +0,0 % | 547.558 $ | -114.362 $ | -17,3 % | 661.920 $ | -11.076 $ | -1,6 % | |||
| Livet Wealth, LLC | 619.845 $ | -30.831 $ | -4,7 % | 650.676 $ | -1.818 $ | -0,3 % | 652.494 $ | -8.603 $ | -1,3 % | 661.097 $ | ||
| Townsend Financial Planning, LLC | 646.656 $ | -8.424 $ | -1,3 % | 655.080 $ | -3.028 $ | -0,5 % | 658.108 $ | |||||
| Crane Advisory, LLC | 650.355 $ | +152.139 $ | +30,5 % | 498.216 $ | +258.703 $ | +108,0 % | 239.513 $ | |||||
| Sepio Capital, LP | 647.876 $ | -65.175 $ | -9,1 % | |||||||||
| Etesian Wealth Advisors, Inc. | 590.610 $ | -56.930 $ | -8,8 % | 647.540 $ | +259.576 $ | +66,9 % | 387.964 $ | +96.231 $ | +33,0 % | 291.733 $ | -27.644 $ | -8,7 % |
| HighPoint Advisor Group LLC | 646.807 $ | +308.055 $ | +90,9 % | 338.752 $ | -25.553 $ | -7,0 % | 364.305 $ | |||||
| FIRST MANHATTAN CO. LLC. | 645.867 $ | +78.236 $ | +13,8 % | 567.631 $ | -229 $ | -0,0 % | 567.860 $ | |||||
| FIRST CITIZENS BANK & TRUST CO | 629.992 $ | |||||||||||
| INDEPENDENT FINANCIAL GROUP, LLC | 622.837 $ | +9.842 $ | +1,6 % | 612.995 $ | +373.485 $ | +155,9 % | 239.510 $ | -228.517 $ | -48,8 % | 468.027 $ | +260.077 $ | +125,1 % |
| PW ADVISORS, LLC \ FL | 618.001 $ | +330.017 $ | +114,6 % | 287.984 $ | -226.816 $ | -44,1 % | 514.800 $ | |||||
| SOA Wealth Advisors, LLC. | 525.011 $ | -3.110 $ | -0,6 % | 528.121 $ | -87.160 $ | -14,2 % | 615.281 $ | -50.306 $ | -7,6 % | |||
| CITY NATIONAL BANK OF FLORIDA /MSD | 608.806 $ | -4.934 $ | -0,8 % | |||||||||
| Painted Porch Advisors LLC | 607.146 $ | +83.549 $ | +16,0 % | 523.597 $ | -72.123 $ | -12,1 % | 595.720 $ | -125.147 $ | -17,4 % | |||
| PFG Advisors | 607.105 $ | +23.629 $ | +4,0 % | 583.476 $ | +267.498 $ | +84,7 % | 315.978 $ | -268.938 $ | -46,0 % | 584.916 $ | +15.690 $ | +2,8 % |
| Riverwater Partners LLC | 599.319 $ | +77.615 $ | +14,9 % | 521.704 $ | +16.762 $ | +3,3 % | 504.942 $ | +25.598 $ | +5,3 % | |||
| Millstone Evans Group, LLC | 589.571 $ | +57.441 $ | +10,8 % | 532.130 $ | -48.733 $ | -8,4 % | 580.863 $ | +205.952 $ | +54,9 % | |||
| Strategic Financial Concepts, LLC | 314.199 $ | -272.922 $ | -46,5 % | 587.121 $ | ||||||||
| Compton Financial Group, LLC | 583.488 $ | +298.565 $ | +104,8 % | 284.923 $ | -1.866 $ | -0,7 % | 286.789 $ | |||||
| FRANKLIN TEMPLETON INC | 583.117 $ | +112.916 $ | +24,0 % | 470.201 $ | +4.278 $ | +0,9 % | 465.923 $ | -3.510 $ | -0,7 % | |||
| BASSO CAPITAL MANAGEMENT, L.P. | 578.628 $ | |||||||||||
| Larson Financial Group LLC | 501.307 $ | +31.543 $ | +6,7 % | 469.764 $ | -107.458 $ | -18,6 % | 577.222 $ | -15.919 $ | -2,7 % | |||
| Beacon Bank & Trust | 511.946 $ | -56.146 $ | -9,9 % | 568.092 $ | +117.212 $ | +26,0 % | 450.880 $ | -68.438 $ | -13,2 % | 519.318 $ | -13.236 $ | -2,5 % |
| Cornerstone Planning Group LLC | 414.713 $ | -152.150 $ | -26,8 % | 566.863 $ | +25.917 $ | +4,8 % | 540.946 $ | +19.863 $ | +3,8 % | 521.083 $ | +312.588 $ | +149,9 % |
| Towerpoint Wealth, LLC | 565.839 $ | +7.629 $ | +1,4 % | 558.210 $ | +54.574 $ | +10,8 % | 503.636 $ | -23.980 $ | -4,5 % | 527.616 $ | +217.509 $ | +70,1 % |
| Orion Capital Management LLC | 565.045 $ | +95.238 $ | +20,3 % | 469.807 $ | +233.099 $ | +98,5 % | 236.708 $ | +142.655 $ | +151,7 % | |||
| Stordahl Capital Management, Inc. | 391.451 $ | -22.955 $ | -5,5 % | 414.406 $ | +59.964 $ | +16,9 % | 354.442 $ | -210.431 $ | -37,3 % | 564.873 $ | -6.437 $ | -1,1 % |
| Ausdal Financial Partners, Inc. | 558.990 $ | |||||||||||
| Montis Financial, LLC | 555.471 $ | +282.999 $ | +103,9 % | 272.472 $ | -221.444 $ | -44,8 % | 493.916 $ | -23.040 $ | -4,5 % | |||
| Baird Financial Group, Inc. | 548.651 $ | +289.241 $ | +111,5 % | 259.410 $ | -184.232 $ | -41,5 % | 443.642 $ | -322.383 $ | -42,1 % | |||
| Buckley Wealth Management, LLC | 547.455 $ | +33.766 $ | +6,6 % | 513.689 $ | ||||||||
| Schneider Downs Wealth Management Advisors, LP | 486.706 $ | -60.711 $ | -11,1 % | 547.417 $ | +75.098 $ | +15,9 % | 472.319 $ | +16.978 $ | +3,7 % | 455.341 $ | +5.609 $ | +1,2 % |
| Atlantic Union Bankshares Corp | 547.095 $ | +84.709 $ | +18,3 % | 462.386 $ | -16.043 $ | -3,4 % | 478.429 $ | +3.334 $ | +0,7 % | |||
| Occidental Asset Management, LLC | 546.904 $ | +88.324 $ | +19,3 % | 458.580 $ | -13.979 $ | -3,0 % | 472.559 $ | +3.122 $ | +0,7 % | |||
| Greykasell Wealth Strategies, Inc. | 546.297 $ | +71.479 $ | +15,1 % | 474.818 $ | -35.667 $ | -7,0 % | 510.485 $ | +1.436 $ | +0,3 % | |||
| Sentinel Advisory Group, LLC | 533.465 $ | -9.721 $ | -1,8 % | 543.186 $ | +68.114 $ | +14,3 % | 475.072 $ | |||||
| Carr Financial Group Corp | 532.628 $ | +72.148 $ | +15,7 % | 460.480 $ | +4.190 $ | +0,9 % | 456.290 $ | +10.230 $ | +2,3 % | |||
| Wealth Architects, LLC | 530.108 $ | +50.420 $ | +10,5 % | 479.688 $ | -1.401 $ | -0,3 % | 481.089 $ | -108.338 $ | -18,4 % | |||
| Principle Wealth Partners LLC | 525.482 $ | +117.253 $ | +28,7 % | 408.229 $ | -30.795 $ | -7,0 % | 439.024 $ | -7.183 $ | -1,6 % | |||
| COMERICA BANK | 524.758 $ | -204.700 $ | -28,1 % | |||||||||
| Stonebridge Financial Group, LLC | 498.365 $ | -25.351 $ | -4,8 % | 523.716 $ | +98.229 $ | +23,1 % | 425.487 $ | -57.469 $ | -11,9 % | 482.956 $ | -2.152 $ | -0,4 % |
| CHANNEL WEALTH LLC | 519.156 $ | +3.001 $ | +0,6 % | 516.155 $ | ||||||||
| Trek Financial, LLC | 516.405 $ | +132.248 $ | +34,4 % | 384.157 $ | -11.697 $ | -3,0 % | 395.854 $ | +84.638 $ | +27,2 % | |||
| Confluence Wealth Services, Inc. | 516.194 $ | +49.048 $ | +10,5 % | 467.146 $ | +4.755 $ | +1,0 % | 462.391 $ | -13.288 $ | -2,8 % | |||
| Financial Planning Fort Collins, LLC | 481.582 $ | -32.022 $ | -6,2 % | 513.604 $ | +17.463 $ | +3,5 % | 496.141 $ | +51.366 $ | +11,5 % | 444.775 $ | ||
| Valtinson Bruner Financial Planning LLC | 513.133 $ | |||||||||||
| Sunbelt Securities, Inc. | 512.223 $ | +72.010 $ | +16,4 % | 440.213 $ | ||||||||
| Parcion Private Wealth LLC | 503.592 $ | +113.005 $ | +28,9 % | 390.587 $ | +2.419 $ | +0,6 % | 388.168 $ | -6.350 $ | -1,6 % | |||
| Arkos Global Advisors | 501.000 $ | +296.000 $ | +144,4 % | 205.000 $ | -20.000 $ | -8,9 % | ||||||
| BURNS J W & CO INC/NY | 496.375 $ | -3.875 $ | -0,8 % | 500.250 $ | +103.040 $ | +25,9 % | 397.210 $ | |||||
| Stratos Investment Management, LLC | 497.992 $ | +54.048 $ | +12,2 % | 443.944 $ | -3.779 $ | -0,8 % | 447.723 $ | +4.699 $ | +1,1 % | |||
| Wingate Wealth Advisors, Inc. | 486.486 $ | -11.494 $ | -2,3 % | 497.980 $ | +111.116 $ | +28,7 % | 386.864 $ | +173.948 $ | +81,7 % | 212.916 $ | -4.382 $ | -2,0 % |
| Mason & Associates Inc | 496.059 $ | +1.405 $ | +0,3 % | 494.654 $ | +293.763 $ | +146,2 % | ||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 495.722 $ | +90.681 $ | +22,4 % | 405.041 $ | +181.625 $ | +81,3 % | 223.416 $ | +4.956 $ | +2,3 % | |||
| EQ WEALTH ADVISORS, LLC | 467.305 $ | +233.116 $ | +99,5 % | 234.189 $ | -261.097 $ | -52,7 % | 495.286 $ | |||||
| Harbor Asset Planning, Inc. | 471.867 $ | -22.738 $ | -4,6 % | 494.605 $ | +76.814 $ | +18,4 % | 417.791 $ | -20.536 $ | -4,7 % | 438.327 $ | +1.549 $ | +0,4 % |
| TRUST CO OF TOLEDO NA /OH/ | 459.677 $ | -34.056 $ | -6,9 % | 493.733 $ | +66.880 $ | +15,7 % | 426.853 $ | +3.884 $ | +0,9 % | 422.969 $ | -19.927 $ | -4,5 % |
| SIGNET FINANCIAL MANAGEMENT, LLC | 486.079 $ | +135 $ | +0,0 % | 485.944 $ | +5.539 $ | +1,2 % | ||||||
| Sterling Group Wealth Management, LLC | 483.193 $ | +93.357 $ | +23,9 % | 389.836 $ | +118.760 $ | +43,8 % | 271.076 $ | -29.634 $ | -9,9 % | |||
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 482.485 $ | +38.524 $ | +8,7 % | 443.961 $ | +70.269 $ | +18,8 % | 373.692 $ | +18.653 $ | +5,3 % | 355.039 $ | +9.638 $ | +2,8 % |
| FIRST TRUST ADVISORS LP | 482.404 $ | +107.641 $ | +28,7 % | 374.763 $ | -28.270 $ | -7,0 % | 403.033 $ | -6.800 $ | -1,7 % | |||
| Cherry Tree Wealth Management, LLC | 479.070 $ | +20.239 $ | +4,4 % | 458.831 $ | +95.344 $ | +26,2 % | 363.487 $ | +20.601 $ | +6,0 % | 342.886 $ | -100.352 $ | -22,6 % |
| Sand Hill Global Advisors, LLC | 479.039 $ | +46.802 $ | +10,8 % | 432.237 $ | -1.197 $ | -0,3 % | 433.434 $ | -16.877 $ | -3,7 % | |||
| OneAscent Financial Services LLC | 475.493 $ | +52.714 $ | +12,5 % | 422.779 $ | -13.778 $ | -3,2 % | 436.557 $ | -54.219 $ | -11,0 % | |||
| Petros Family Wealth, LLC | 257.388 $ | -218.006 $ | -45,9 % | 475.394 $ | +161.388 $ | +51,4 % | 314.006 $ | -265.671 $ | -45,8 % | |||
| AQR CAPITAL MANAGEMENT LLC | 470.464 $ | |||||||||||
| Indivisible Partners | 468.263 $ | |||||||||||
| ANB BANK | 430.756 $ | -37.282 $ | -8,0 % | 468.038 $ | +61.146 $ | +15,0 % | 406.892 $ | |||||
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 467.311 $ | +44.429 $ | +10,5 % | 422.882 $ | -31.478 $ | -6,9 % | 454.360 $ | -32.634 $ | -6,7 % | |||
| Resonant Capital Advisors, LLC | 436.143 $ | -30.800 $ | -6,6 % | 466.943 $ | +64.332 $ | +16,0 % | 402.611 $ | +1.609 $ | +0,4 % | 401.002 $ | +5.469 $ | +1,4 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 466.642 $ | +37.920 $ | +8,8 % | 428.722 $ | -15.607 $ | -3,5 % | 444.329 $ | +10.068 $ | +2,3 % | |||
| EVOLVE PRIVATE WEALTH, LLC | 462.954 $ | +34.701 $ | +8,1 % | 428.253 $ | -11.470 $ | -2,6 % | 439.723 $ | |||||
| WASHINGTON TRUST Co | 462.213 $ | +12.548 $ | +2,8 % | |||||||||
| Capasso Planning Partners LLC | 460.448 $ | +63.092 $ | +15,9 % | 397.356 $ | -26.032 $ | -6,1 % | 423.388 $ | -15.796 $ | -3,6 % | |||
| USAdvisors Wealth Management, LLC | 410.000 $ | -48.000 $ | -10,5 % | 458.000 $ | +114.000 $ | +33,1 % | 344.000 $ | +9.000 $ | +2,7 % | 335.000 $ | -15.000 $ | -4,3 % |
| SHP Wealth Management | 247.739 $ | -29.935 $ | -10,8 % | 277.674 $ | -179.490 $ | -39,3 % | 457.164 $ | |||||
| Janney Montgomery Scott LLC | 457.000 $ | |||||||||||
| Canvas Wealth Advisors, LLC | 456.950 $ | +60.150 $ | +15,2 % | 396.800 $ | +3.040 $ | +0,8 % | ||||||
| Sound View Wealth Advisors Group, LLC | 437.233 $ | -15.940 $ | -3,5 % | 453.173 $ | -2.958 $ | -0,6 % | 456.131 $ | -2.041 $ | -0,4 % | |||
| Acropolis Investment Management, LLC | 422.168 $ | -31.276 $ | -6,9 % | 453.444 $ | +61.422 $ | +15,7 % | 392.022 $ | -675 $ | -0,2 % | 392.697 $ | +38.259 $ | +10,8 % |
| Hilltop Partners LLC | 300.025 $ | -130.636 $ | -30,3 % | 430.661 $ | -18.905 $ | -4,2 % | 449.566 $ | -13.204 $ | -2,9 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 448.377 $ | +113.655 $ | +34,0 % | 334.722 $ | +24.695 $ | +8,0 % | 310.027 $ | +99.827 $ | +47,5 % | |||
| Curry Webb Wealth Management LLC | 448.322 $ | +0 $ | +0,0 % | 448.322 $ | +100.035 $ | +28,7 % | 348.287 $ | +17.737 $ | +5,4 % | 330.550 $ | ||
| CoreCap Advisors, LLC | 445.400 $ | +30.084 $ | +7,2 % | 415.316 $ | +60.353 $ | +17,0 % | 354.963 $ | -8.510 $ | -2,3 % | 363.473 $ | -29.111 $ | -7,4 % |
| PACIFIC SUN FINANCIAL CORP | 443.281 $ | +57.793 $ | +15,0 % | 385.488 $ | -29.757 $ | -7,2 % | 415.245 $ | -36.604 $ | -8,1 % | |||
| WEST BANCORPORATION INC | 442.238 $ | +82.389 $ | +22,9 % | 359.849 $ | +3.274 $ | +0,9 % | 356.575 $ | +4.392 $ | +1,2 % | |||
| Johnson Bixby & Associates, LLC | 395.507 $ | +17.333 $ | +4,6 % | 378.174 $ | +32.829 $ | +9,5 % | 345.345 $ | -96.460 $ | -21,8 % | 441.805 $ | -87.757 $ | -16,6 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 439.177 $ | +112.965 $ | +34,6 % | 326.212 $ | -7.921 $ | -2,4 % | 334.133 $ | -2.527 $ | -0,8 % | |||
| Capital Management Associates, Inc | 404.609 $ | -29.975 $ | -6,9 % | 434.584 $ | +56.704 $ | +15,0 % | 377.880 $ | +3.438 $ | +0,9 % | 374.442 $ | ||
| Monument Group Wealth Advisors, LLC | 417.583 $ | -12.378 $ | -2,9 % | 429.961 $ | +95.939 $ | +28,7 % | 334.022 $ | -25.197 $ | -7,0 % | 359.219 $ | -6.060 $ | -1,7 % |
| Ramiah Investment Group | 425.018 $ | +197.805 $ | +87,1 % | 227.213 $ | ||||||||
| CPC Advisors, LLC | 389.465 $ | -34.013 $ | -8,0 % | 423.478 $ | +56.011 $ | +15,2 % | 367.467 $ | -1.390 $ | -0,4 % | 368.857 $ | ||
| Aaron Wealth Advisors LLC | 422.892 $ | +157.206 $ | +59,2 % | 265.686 $ | -901 $ | -0,3 % | 266.587 $ | -1.740 $ | -0,6 % | 268.327 $ | -1.200 $ | -0,4 % |
| Quaker Wealth Management, LLC | 405.592 $ | -12.621 $ | -3,0 % | 418.213 $ | +49.694 $ | +13,5 % | 368.519 $ | -7.166 $ | -1,9 % | 375.685 $ | -957 $ | -0,3 % |
| Leverty Financial Group, LLC | 409.926 $ | -3.200 $ | -0,8 % | 413.126 $ | +40.362 $ | +10,8 % | 372.764 $ | -1.032 $ | -0,3 % | 373.796 $ | -14.555 $ | -3,7 % |
| Financial Connections Group, Inc. | 375.000 $ | -38.000 $ | -9,2 % | 413.000 $ | -1.554.000 $ | -79,0 % | ||||||
| PRINCIPAL SECURITIES, INC. | 411.349 $ | +96.242 $ | +30,5 % | 315.107 $ | -23.770 $ | -7,0 % | 338.877 $ | -141.915 $ | -29,5 % | |||
| ASPIRIANT, LLC | 409.799 $ | +1.479 $ | +0,4 % | 408.320 $ | +54.820 $ | +15,5 % | 353.500 $ | +11.149 $ | +3,3 % | 342.351 $ | -1.058 $ | -0,3 % |
| MOLLER WEALTH PARTNERS | 393.198 $ | -14.016 $ | -3,4 % | 407.214 $ | ||||||||
| Crescent Grove Advisors, LLC | 319.700 $ | -80.903 $ | -20,2 % | 400.603 $ | ||||||||
| Rollins Financial Advisors, LLC | 362.418 $ | +80.868 $ | +28,7 % | 281.550 $ | -119.039 $ | -29,7 % | 400.589 $ | -6.758 $ | -1,7 % | |||
| New Insight Wealth Advisors | 397.988 $ | +53.009 $ | +15,4 % | 344.979 $ | -29.367 $ | -7,8 % | 374.346 $ | -13.822 $ | -3,6 % | |||
| BLAIR WILLIAM & CO/IL | 395.558 $ | +49.164 $ | +14,2 % | 346.394 $ | -3.677 $ | -1,1 % | 350.071 $ | +2.587 $ | +0,7 % | |||
| Onyx Bridge Wealth Group LLC | 391.716 $ | +19.790 $ | +5,3 % | 371.926 $ | +33.406 $ | +9,9 % | 338.520 $ | +3.348 $ | +1,0 % | 335.172 $ | +4.234 $ | +1,3 % |
| Quantum Financial Planning Services, Inc. | 376.978 $ | -11.174 $ | -2,9 % | 388.152 $ | +86.610 $ | +28,7 % | 301.542 $ | -27.931 $ | -8,5 % | 329.473 $ | -5.475 $ | -1,6 % |
| Moss Adams Wealth Advisors LLC | 382.714 $ | +4.688 $ | +1,2 % | 378.026 $ | -7.329 $ | -1,9 % | 385.355 $ | -2.954 $ | -0,8 % | |||
| TD Waterhouse Canada Inc. | 383.759 $ | +16.768 $ | +4,6 % | 366.991 $ | +32.355 $ | +9,7 % | 334.636 $ | +26.224 $ | +8,5 % | 308.412 $ | +38.206 $ | +14,1 % |
| Capital Advantage, Inc. | 351.079 $ | -30.961 $ | -8,1 % | 382.040 $ | +55.400 $ | +17,0 % | 326.640 $ | +18.823 $ | +6,1 % | 307.817 $ | +67.303 $ | +28,0 % |
| FINANCIAL LIFE ADVISORS | 367.332 $ | -10.889 $ | -2,9 % | 378.221 $ | +84.394 $ | +28,7 % | 293.827 $ | -22.165 $ | -7,0 % | 315.992 $ | -5.331 $ | -1,7 % |
| True Link Financial Advisors, LLC | 371.044 $ | -6.731 $ | -1,8 % | 377.775 $ | +15.877 $ | +4,4 % | 361.898 $ | +6.925 $ | +2,0 % | 354.973 $ | -41.098 $ | -10,4 % |
| Apella Capital, LLC | 364.843 $ | -6.769 $ | -1,8 % | 371.612 $ | -4.268 $ | -1,1 % | 375.880 $ | |||||
| MassMutual Private Wealth & Trust, FSB | 177.267 $ | -175.639 $ | -49,8 % | 352.906 $ | +4.125 $ | +1,2 % | 348.781 $ | -13.654 $ | -3,8 % | 362.435 $ | ||
| IFG Advisory, LLC | 358.258 $ | |||||||||||
| Smartleaf Asset Management LLC | 357.857 $ | +50.698 $ | +16,5 % | 307.159 $ | +47.474 $ | +18,3 % | 259.685 $ | +213.516 $ | +462,5 % | |||
| Sequoia Financial Advisors, LLC | 357.429 $ | |||||||||||
| XTX Topco Ltd | 344.181 $ | +78.552 $ | +29,6 % | 265.629 $ | ||||||||
| Harrington Investments, INC | 313.180 $ | -23.202 $ | -6,9 % | 336.382 $ | +16.276 $ | +5,1 % | 320.106 $ | -14.948 $ | -4,5 % | 335.054 $ | +4.128 $ | +1,2 % |
| Valmark Advisers, Inc. | 336.079 $ | +74.990 $ | +28,7 % | 261.089 $ | -40.428 $ | -13,4 % | 301.517 $ | -5.087 $ | -1,7 % | |||
| Smart Portfolios, LLC | 332.948 $ | +10.932 $ | +3,4 % | 322.016 $ | +4.805 $ | +1,5 % | ||||||
| TWO SIGMA SECURITIES, LLC | 332.885 $ | |||||||||||
| Winter & Associates, Inc. | 331.921 $ | +25.781 $ | +8,4 % | 306.140 $ | ||||||||
| WealthSpring Partners, LLC | 277.503 $ | -43.516 $ | -13,6 % | 321.019 $ | +38.881 $ | +13,8 % | 282.138 $ | -45.761 $ | -14,0 % | 327.899 $ | ||
| Bluespring Wealth Management, LLC | 325.427 $ | |||||||||||
| Robertson Stephens Wealth Management, LLC | 202.918 $ | -57.772 $ | -22,2 % | 260.690 $ | -61.808 $ | -19,2 % | 322.498 $ | -894 $ | -0,3 % | 323.392 $ | +15.585 $ | +5,1 % |
| MSH Capital Advisors LLC | 320.393 $ | +43.016 $ | +15,5 % | 277.377 $ | +8.748 $ | +3,3 % | 268.629 $ | -831 $ | -0,3 % | |||
| Brooklyn FI, LLC | 313.636 $ | +29.903 $ | +10,5 % | 283.733 $ | +8.949 $ | +3,3 % | 274.784 $ | -850 $ | -0,3 % | |||
| Diesslin Group, Inc. | 312.967 $ | |||||||||||
| Lionsbridge Wealth Management LLC | 311.898 $ | +60.948 $ | +24,3 % | 250.950 $ | -7.053 $ | -2,7 % | 258.003 $ | |||||
| NOVEM GROUP | 300.798 $ | -8.916 $ | -2,9 % | 309.714 $ | +66.379 $ | +27,3 % | 243.335 $ | -27.940 $ | -10,3 % | 271.275 $ | -13.710 $ | -4,8 % |
| SFM, LLC d/b/a Sweeney Financial Advisors | 275.585 $ | -32.400 $ | -10,5 % | 307.985 $ | +70.723 $ | +29,8 % | 237.262 $ | -20.539 $ | -8,0 % | 257.801 $ | +15.044 $ | +6,2 % |
| Live Oak Investment Partners | 306.799 $ | +16.894 $ | +5,8 % | 289.905 $ | +45.946 $ | +18,8 % | 243.959 $ | -676 $ | -0,3 % | 244.635 $ | ||
| Triumph Capital Management | 304.362 $ | +240.712 $ | +378,2 % | 63.650 $ | +6.614 $ | +11,6 % | 57.036 $ | +1.951 $ | +3,5 % | 55.085 $ | ||
| Tortoise Investment Management, LLC | 300.690 $ | +27.007 $ | +9,9 % | 273.683 $ | -24.323 $ | -8,2 % | 298.006 $ | -313.880 $ | -51,3 % | |||
| DAVENPORT & Co LLC | 258.435 $ | -4.329 $ | -1,6 % | 262.764 $ | -29.566 $ | -10,1 % | 292.330 $ | -8.214 $ | -2,7 % | 300.544 $ | -2.571 $ | -0,8 % |
| Trajan Wealth LLC | 263.817 $ | -6.928 $ | -2,6 % | 270.745 $ | -25.546 $ | -8,6 % | 296.291 $ | -41.741 $ | -12,3 % | |||
| INSIGNEO ADVISORY SERVICES, LLC | 295.694 $ | |||||||||||
| Bath Savings Trust Co | 291.615 $ | +7.744 $ | +2,7 % | 283.871 $ | ||||||||
| HILL ISLAND FINANCIAL LLC | 291.273 $ | |||||||||||
| Northwest Wealth Advisors, LLC | 290.778 $ | +69.521 $ | +31,4 % | 221.257 $ | ||||||||
| MATHER GROUP, LLC. | 288.906 $ | +4.204 $ | +1,5 % | 284.702 $ | +23.377 $ | +8,9 % | 261.325 $ | +5.477 $ | +2,1 % | |||
| Joel Adams & Associates, Inc. | 232.816 $ | +22.399 $ | +10,6 % | 210.417 $ | -77.254 $ | -26,9 % | 287.671 $ | -87.076 $ | -23,2 % | |||
| Chicago Wealth Management, Inc. | 287.141 $ | +52.240 $ | +22,2 % | |||||||||
| STAR Financial Bank | 285.724 $ | +45.604 $ | +19,0 % | 240.120 $ | -8.674 $ | -3,5 % | 248.794 $ | -5.566 $ | -2,2 % | |||
| Coastal Bridge Advisors, LLC | 285.693 $ | |||||||||||
| Goepper Burkhardt LLC | 276.847 $ | +75.415 $ | +37,4 % | 201.432 $ | -13.728 $ | -6,4 % | 215.160 $ | |||||
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 213.114 $ | -36.558 $ | -14,6 % | 249.672 $ | +1.671 $ | +0,7 % | 248.001 $ | -28.090 $ | -10,2 % | 276.091 $ | ||
| Kelsey Financial, LLC | 239.684 $ | +27.876 $ | +13,2 % | 211.808 $ | -61.691 $ | -22,6 % | 273.499 $ | |||||
| CARRET ASSET MANAGEMENT, LLC | 272.445 $ | +24.470 $ | +9,9 % | 247.975 $ | +2.453 $ | +1,0 % | 245.522 $ | +6.665 $ | +2,8 % | |||
| CWC Advisors, LLC. | 250.245 $ | -18.539 $ | -6,9 % | 268.784 $ | +36.364 $ | +15,6 % | 232.420 $ | +2.114 $ | +0,9 % | 230.306 $ | +2.988 $ | +1,3 % |
| Sensenig Capital Advisors, Inc | 218.274 $ | -4.026 $ | -1,8 % | 222.300 $ | -46.184 $ | -17,2 % | 268.484 $ | |||||
| ARROW FINANCIAL CORP | 249.904 $ | -18.514 $ | -6,9 % | 268.418 $ | +36.359 $ | +15,7 % | 232.059 $ | +2.111 $ | +0,9 % | 229.948 $ | +2.833 $ | +1,2 % |
| Sigma Planning Corp | 244.449 $ | -17.781 $ | -6,8 % | 262.230 $ | +58.512 $ | +28,7 % | 203.718 $ | -14.487 $ | -6,6 % | 218.205 $ | -3.945 $ | -1,8 % |
| BridgePort Financial Solutions, LLC | 257.859 $ | +29.116 $ | +12,7 % | 228.743 $ | -3.751 $ | -1,6 % | 232.494 $ | -135 $ | -0,1 % | |||
| Clearstead Advisors, LLC | 256.326 $ | +217.754 $ | +564,5 % | 38.572 $ | +351 $ | +0,9 % | 38.221 $ | +471 $ | +1,2 % | |||
| Envision Financial Transparency, LLC | 255.000 $ | |||||||||||
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 253.201 $ | -28.176 $ | -10,0 % | |||||||||
| Arkadios Wealth Advisors | 252.950 $ | +29.664 $ | +13,3 % | 223.286 $ | ||||||||
| Veridan Wealth LLC | 251.654 $ | +16.426 $ | +7,0 % | 235.228 $ | -7.811 $ | -3,2 % | 243.039 $ | +4.369 $ | +1,8 % | |||
| Concord Wealth Partners | 179.654 $ | -71.372 $ | -28,4 % | 251.026 $ | -341.373 $ | -57,6 % | ||||||
| STAGE HARBOR FINANCIAL, LLC | 250.302 $ | +27.166 $ | +12,2 % | 223.136 $ | -1.900 $ | -0,8 % | 225.036 $ | -25.406 $ | -10,1 % | |||
| Avior Wealth Management, LLC | 239.678 $ | -8.374 $ | -3,4 % | 248.052 $ | +1.723 $ | +0,7 % | 246.329 $ | -3.450 $ | -1,4 % | 249.779 $ | +2.202 $ | +0,9 % |
| Revisor Wealth Management LLC | 233.645 $ | -15.412 $ | -6,2 % | 249.057 $ | +33.438 $ | +15,5 % | 215.619 $ | -7.051 $ | -3,2 % | 222.670 $ | +10.506 $ | +5,0 % |
| ENDEAVOR PRIVATE WEALTH, INC. | 248.873 $ | +33.711 $ | +15,7 % | 215.162 $ | +1.958 $ | +0,9 % | 213.204 $ | |||||
| Fortis Capital Advisors, LLC | 248.821 $ | |||||||||||
| Bedel Financial Consulting, Inc. | 248.401 $ | |||||||||||
| Waverly Advisors, LLC | 246.832 $ | |||||||||||
| Sage Mountain Advisors LLC | 246.267 $ | +33.358 $ | +15,7 % | 212.909 $ | +1.938 $ | +0,9 % | 210.971 $ | +2.598 $ | +1,2 % | |||
| Cape Investment Advisory, Inc. | 242.373 $ | +492 $ | +0,2 % | 241.881 $ | -4.159 $ | -1,7 % | 246.040 $ | -47.594 $ | -16,2 % | |||
| KPP Advisory Services LLC | 238.636 $ | -7.072 $ | -2,9 % | 245.708 $ | +40.426 $ | +19,7 % | 205.282 $ | -3.463 $ | -1,7 % | |||
| DENVER WEALTH MANAGEMENT, INC. | 236.992 $ | +21.376 $ | +9,9 % | 215.616 $ | -29.536 $ | -12,0 % | 245.152 $ | +8.451 $ | +3,6 % | |||
| Beaumont Financial Advisors, LLC | 231.571 $ | -11.646 $ | -4,8 % | 243.217 $ | -30 $ | -0,0 % | 243.247 $ | -1.800 $ | -0,7 % | 245.047 $ | -309.715 $ | -55,8 % |
| AdvisorNet Financial, Inc | 241.666 $ | +155.485 $ | +180,4 % | 86.181 $ | +34.224 $ | +65,9 % | 51.957 $ | +11.590 $ | +28,7 % | |||
| J.W. COLE ADVISORS, INC. | 240.343 $ | |||||||||||
| RHS Financial, LLC | 239.148 $ | +518 $ | +0,2 % | 238.630 $ | +6.303 $ | +2,7 % | ||||||
| Capital Advisors Wealth Management, LLC | 237.346 $ | +11.991 $ | +5,3 % | 225.355 $ | +20.241 $ | +9,9 % | 205.114 $ | +2.029 $ | +1,0 % | 203.085 $ | ||
| Johnson Financial Group, LLC | 236.446 $ | +36.346 $ | +18,2 % | 200.100 $ | ||||||||
| Key FInancial Inc | 234.003 $ | +21.017 $ | +9,9 % | 212.986 $ | +2.107 $ | +1,0 % | 210.879 $ | +5.477 $ | +2,7 % | |||
| Mezzasalma Advisors, LLC | 232.848 $ | +29.931 $ | +14,8 % | 202.917 $ | -4.371 $ | -2,1 % | ||||||
| Destiny Wealth Partners, LLC | 222.563 $ | -9.277 $ | -4,0 % | 231.840 $ | +15.630 $ | +7,2 % | ||||||
| NerdWallet Wealth Partners, LLC | 230.920 $ | |||||||||||
| TRUST CO OF VERMONT | 222.719 $ | -6.602 $ | -2,9 % | 229.321 $ | +37.731 $ | +19,7 % | 191.590 $ | -3.233 $ | -1,7 % | |||
| Inspire Advisors, LLC | 229.252 $ | |||||||||||
| MCCARTER PRIVATE WEALTH SERVICES LLC | 229.085 $ | |||||||||||
| Towneley Capital Management, Inc / DE | 228.557 $ | +6.042 $ | +2,7 % | 222.515 $ | ||||||||
| PLANNING DIRECTIONS INC | 227.489 $ | |||||||||||
| Redwood Financial Network Corp | 226.895 $ | +269 $ | +0,1 % | 226.626 $ | -99.350 $ | -30,5 % | ||||||
| Essex Financial Services, Inc. | 226.377 $ | |||||||||||
| Foster Group, Inc. | 200.590 $ | -24.028 $ | -10,7 % | 224.618 $ | +18.387 $ | +8,9 % | 206.231 $ | -4.886 $ | -2,3 % | 211.117 $ | ||
| Kingdom Financial Group LLC. | 224.369 $ | +74.611 $ | +49,8 % | 149.758 $ | -2.453 $ | -1,6 % | 152.211 $ | |||||
| Equity Wealth Partners, LLC | 217.603 $ | -6.450 $ | -2,9 % | 224.053 $ | ||||||||
| Cornerstone Wealth Advisors, Inc. | 222.414 $ | |||||||||||
| FLP Wealth Management, LLC | 221.946 $ | |||||||||||
| SILVER OAK SECURITIES, INCORPORATED | 221.711 $ | |||||||||||
| Closed-End Fund Advisors, Inc. | 218.060 $ | |||||||||||
| Collaborative Wealth Managment Inc. | 217.490 $ | +2.679 $ | +1,2 % | |||||||||
| Princeton Global Asset Management LLC | 195.687 $ | -21.767 $ | -10,0 % | 217.454 $ | +45.655 $ | +26,6 % | 171.799 $ | -20.630 $ | -10,7 % | 192.429 $ | -37.944 $ | -16,5 % |
| TCFG WEALTH MANAGEMENT, LLC | 214.941 $ | -1.988 $ | -0,9 % | 216.929 $ | -242 $ | -0,1 % | ||||||
| Chesley Taft & Associates LLC | 215.934 $ | |||||||||||
| TCFG Investment Advisors, LLC | 204.732 $ | -8.906 $ | -4,2 % | 213.638 $ | -1.303 $ | -0,6 % | 214.941 $ | |||||
| KINTRA WEALTH, LLC | 214.223 $ | |||||||||||
| Octavia Wealth Advisors, LLC | 210.942 $ | |||||||||||
| Breachway Investments LLC | 210.600 $ | |||||||||||
| Qube Research & Technologies Ltd | 209.461 $ | -99.016 $ | -32,1 % | |||||||||
| Alpha Financial Partners LLC | 208.891 $ | |||||||||||
| Abacus Planning Group, Inc. | 208.800 $ | +2.066 $ | +1,0 % | 206.734 $ | +5.612 $ | +2,8 % | ||||||
| KMG FIDUCIARY PARTNERS, LLC | 208.585 $ | |||||||||||
| DAGCO, INC. | 200.117 $ | -6.424 $ | -3,1 % | 206.541 $ | +2.509 $ | +1,2 % | ||||||
| IFP Advisors, Inc | 69.275 $ | +2.087 $ | +3,1 % | 67.188 $ | -120.450 $ | -64,2 % | 187.638 $ | -17.325 $ | -8,5 % | 204.963 $ | +184.942 $ | +923,7 % |
| Marshall Financial Group, LLC | 203.619 $ | |||||||||||
| Investors Research Corp | 203.311 $ | +1.179 $ | +0,6 % | 202.132 $ | +22.123 $ | +12,3 % | 180.009 $ | +5.018 $ | +2,9 % | 174.991 $ | -14.596 $ | -7,7 % |
| DHJJ Financial Advisors, Ltd. | 184.136 $ | -16.289 $ | -8,1 % | 200.425 $ | +127.196 $ | +173,7 % | 73.229 $ | -55.205 $ | -43,0 % | 128.434 $ | -5.796 $ | -4,3 % |
| COFG Advisors, LLC | 200.337 $ | |||||||||||
| Friedenthal Financial | 197.416 $ | +5.442 $ | +2,8 % | 191.974 $ | +2.285 $ | +1,2 % | 189.689 $ | -3.695 $ | -1,9 % | 193.384 $ | +327 $ | +0,2 % |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 196.811 $ | +3.527 $ | +1,8 % | 193.284 $ | +14.120 $ | +7,9 % | 179.164 $ | -877 $ | -0,5 % | |||
| MidAtlantic Capital Management, Inc. | 187.137 $ | |||||||||||
| Westside Investment Management, Inc. | 180.433 $ | +25.112 $ | +16,2 % | 155.321 $ | +22.541 $ | +17,0 % | 132.780 $ | -8.759 $ | -6,2 % | |||
| Archer Investment Corp | 173.618 $ | +106.179 $ | +157,4 % | 67.439 $ | -5.087 $ | -7,0 % | 72.526 $ | -1.140 $ | -1,5 % | |||
| Hickory Point Bank & Trust | 173.113 $ | |||||||||||
| Hanson & Doremus Investment Management | 168.000 $ | +2.000 $ | +1,2 % | 166.000 $ | +17.000 $ | +11,4 % | 149.000 $ | -5.000 $ | -3,2 % | 154.000 $ | +1.000 $ | +0,7 % |
| Manchester Capital Management LLC | 155.426 $ | -11.515 $ | -6,9 % | 166.941 $ | +22.613 $ | +15,7 % | 144.328 $ | +1.314 $ | +0,9 % | 143.014 $ | +1.761 $ | +1,2 % |
| VANGUARD ADVISERS INC | 165.116 $ | +24.633 $ | +17,5 % | 140.483 $ | ||||||||
| Financial Gravity Companies, Inc. | 162.231 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 157.874 $ | -1.863 $ | -1,2 % | 159.737 $ | +1.869 $ | +1,2 % | ||||||
| FIDUCIARY FINANCIAL ADVISORS | 159.057 $ | |||||||||||
| MJT & Associates Financial Advisory Group, Inc. | 156.974 $ | +2.705 $ | +1,8 % | 154.269 $ | +18.886 $ | +14,0 % | 135.383 $ | -8.016 $ | -5,6 % | 143.399 $ | -1.496 $ | -1,0 % |
| Meriwether Wealth & Planning, LLC | 151.619 $ | |||||||||||
| Buck Wealth Strategies, LLC | 143.129 $ | |||||||||||
| GGM Financial LLC | 126.704 $ | |||||||||||
| Three Bearings Fiduciary Advisors, Inc. | 124.728 $ | +5.588 $ | +4,7 % | 119.140 $ | -3.299 $ | -2,7 % | 122.439 $ | |||||
| PRIVATE TRUST CO NA | 90.624 $ | -2.355 $ | -2,5 % | 92.979 $ | +60.661 $ | +187,7 % | 32.318 $ | -91.947 $ | -74,0 % | 124.265 $ | -1.673 $ | -1,3 % |
| 4Thought Financial Group Inc. | 123.328 $ | +4.829 $ | +4,1 % | 118.499 $ | -2.423 $ | -2,0 % | 120.922 $ | +3.476 $ | +3,0 % | |||
| NBT BANK, N.A. | 121.274 $ | +27.060 $ | +28,7 % | 94.214 $ | -7.107 $ | -7,0 % | 101.321 $ | +8.236 $ | +8,8 % | |||
| Walsh & Associates, LLC | 120.397 $ | +16.308 $ | +15,7 % | 104.089 $ | +14.342 $ | +16,0 % | 89.747 $ | |||||
| Covestor Ltd | 118.000 $ | +13.000 $ | +12,4 % | 105.000 $ | +3.000 $ | +2,9 % | 102.000 $ | +0 $ | +0,0 % | |||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 117.819 $ | +17.576 $ | +17,5 % | 100.243 $ | -7.214 $ | -6,7 % | 107.457 $ | |||||
| Cassaday & Co Wealth Management LLC | 111.758 $ | -3.312 $ | -2,9 % | 115.070 $ | +25.675 $ | +28,7 % | 89.395 $ | |||||
| CDKV HOLDINGS LLC | 87.670 $ | -23.592 $ | -21,2 % | 111.262 $ | -3.028 $ | -2,6 % | 114.290 $ | |||||
| MANNING & NAPIER ADVISORS LLC | 111.058 $ | +54.772 $ | +97,3 % | 56.286 $ | -11.390 $ | -16,8 % | 67.676 $ | -70.909 $ | -51,2 % | |||
| IFS Advisors, LLC | 100.821 $ | |||||||||||
| SIGNATUREFD, LLC | 92.206 $ | -3.750 $ | -3,9 % | 95.956 $ | +40.483 $ | +73,0 % | 55.473 $ | -4.185 $ | -7,0 % | 59.658 $ | -1.007 $ | -1,7 % |
| Garton & Associates Financial Advisors LLC | 93.198 $ | |||||||||||
| Blue Trust, Inc. | 89.562 $ | |||||||||||
| Anchor Investment Management, LLC | 88.182 $ | +13.743 $ | +18,5 % | 74.439 $ | -1.709 $ | -2,2 % | 76.148 $ | -80.058 $ | -51,3 % | |||
| Frankly Finances, LLC | 87.561 $ | |||||||||||
| BOK Financial Private Wealth, Inc. | 86.689 $ | +13.639 $ | +18,7 % | 73.050 $ | -1.818 $ | -2,4 % | 74.868 $ | -4.359 $ | -5,5 % | |||
| Front Row Advisors LLC | 86.611 $ | +13.313 $ | +18,2 % | 73.298 $ | -2.845 $ | -3,7 % | 76.143 $ | +940 $ | +1,2 % | |||
| MCF Advisors LLC | 84.227 $ | +61.792 $ | +275,4 % | 22.435 $ | ||||||||
| Nicht ausgewiesen | 84.093 $ | +10.791 $ | +14,7 % | 73.302 $ | -8.115 $ | -10,0 % | 81.417 $ | +1.128 $ | +1,4 % | |||
| Alpine Bank Wealth Management | 76.400 $ | -2.264 $ | -2,9 % | 78.664 $ | +11.834 $ | +17,7 % | ||||||
| Glen Eagle Advisors, LLC | 75.835 $ | +10.273 $ | +15,7 % | 65.562 $ | +596 $ | +0,9 % | 64.966 $ | -3.610 $ | -5,3 % | |||
| ELEVATION WEALTH PARTNERS, LLC | 72.285 $ | -2.566 $ | -3,4 % | 74.851 $ | +9.169 $ | +14,0 % | 65.682 $ | +613 $ | +0,9 % | 65.069 $ | +1.399 $ | +2,2 % |
| Bear Mountain Capital, Inc. | 71.674 $ | +579 $ | +0,8 % | 71.095 $ | -2.548 $ | -3,5 % | 73.643 $ | -5.698 $ | -7,2 % | |||
| First Bancorp, Inc /ME/ | 67.450 $ | -4.997 $ | -6,9 % | 72.447 $ | ||||||||
| NATIONAL BANK OF CANADA /FI/ | 69.586 $ | +6.250 $ | +9,9 % | 63.336 $ | +626 $ | +1,0 % | 62.710 $ | +1.703 $ | +2,8 % | |||
| Burk Holdings LLC | 63.447 $ | +14.158 $ | +28,7 % | 49.289 $ | ||||||||
| TIAA Wealth Investment Management LLC | 62.885 $ | +7.056 $ | +12,6 % | 55.829 $ | ||||||||
| Measured Wealth Private Client Group, LLC | 60.561 $ | -206 $ | -0,3 % | 60.767 $ | -1.905 $ | -3,0 % | 62.672 $ | +1.235 $ | +2,0 % | |||
| Networth Advisors, LLC | 61.808 $ | |||||||||||
| Noble Wealth Management PBC | 59.120 $ | -1.748 $ | -2,9 % | 60.868 $ | +6.734 $ | +12,4 % | 54.134 $ | +64 $ | +0,1 % | 54.070 $ | -18.721 $ | -25,7 % |
| Colonial Trust Advisors | 54.564 $ | -4.116 $ | -7,0 % | 58.680 $ | -990 $ | -1,7 % | ||||||
| Dunhill Financial, LLC | 56.285 $ | +7.041 $ | +14,3 % | 49.244 $ | -7.678 $ | -13,5 % | 56.922 $ | -74.521 $ | -56,7 % | |||
| GoalVest Advisory LLC | 47.827 $ | -868 $ | -1,8 % | 48.695 $ | +2.693 $ | +5,9 % | 46.002 $ | -10.586 $ | -18,7 % | 56.588 $ | -226.973 $ | -80,0 % |
| Godfrey Financial Associates, Inc. | 51.079 $ | +1.060 $ | +2,1 % | 50.019 $ | -471 $ | -0,9 % | 50.490 $ | |||||
| CVA Family Office, LLC | 50.336 $ | +11.232 $ | +28,7 % | 39.104 $ | -2.950 $ | -7,0 % | 42.054 $ | -710 $ | -1,7 % | |||
| EverSource Wealth Advisors, LLC | 49.916 $ | +5.287 $ | +11,8 % | 44.629 $ | -1.033 $ | -2,3 % | 45.662 $ | -306 $ | -0,7 % | |||
| Crewe Advisors LLC | 49.208 $ | +6.039 $ | +14,0 % | 43.169 $ | -2.162 $ | -4,8 % | 45.331 $ | +410 $ | +0,9 % | |||
| Urban Financial Advisory Corp | 44.851 $ | +5.242 $ | +13,2 % | 39.609 $ | -4.501 $ | -10,2 % | 44.110 $ | +158 $ | +0,4 % | |||
| AMERIFLEX GROUP, INC. | 44.350 $ | +28.985 $ | +188,6 % | 15.365 $ | -14.711 $ | -48,9 % | ||||||
| Tidemark, LLC | 42.610 $ | -144 $ | -0,3 % | 42.754 $ | -279 $ | -0,6 % | 43.033 $ | -193 $ | -0,4 % | |||
| Geneos Wealth Management Inc. | 40.020 $ | +3.910 $ | +10,8 % | 36.110 $ | -100 $ | -0,3 % | 36.210 $ | -33.650 $ | -48,2 % | |||
| Montgomery Financial Services LLC | 39.566 $ | |||||||||||
| Financial Network Wealth Advisors LLC | 36.418 $ | +20.493 $ | +128,7 % | 15.925 $ | -12.210 $ | -43,4 % | 28.135 $ | +23.244 $ | +475,2 % | |||
| JNBA Financial Advisors | 28.570 $ | |||||||||||
| FIRST UNITED BANK & TRUST | 1.941 $ | -26.204 $ | -93,1 % | 28.145 $ | +3.813 $ | +15,7 % | 24.332 $ | +221 $ | +0,9 % | 24.111 $ | -4.113 $ | -14,6 % |
| Silver Grove Financial Group, Inc. | 27.708 $ | |||||||||||
| Timmons Wealth Management, LLC | 27.191 $ | +10.172 $ | +59,8 % | 17.019 $ | +155 $ | +0,9 % | 16.864 $ | |||||
| ORG Partners LLC | 25.807 $ | -18.511 $ | -41,8 % | |||||||||
| DT Investment Partners, LLC | 24.545 $ | +751 $ | +3,2 % | 23.794 $ | +3.528 $ | +17,4 % | 20.266 $ | -1.517 $ | -7,0 % | 21.783 $ | +556 $ | +2,6 % |
| Quest 10 Wealth Builders, Inc. | 24.231 $ | |||||||||||
| Winthrop Capital Management, LLC | 24.000 $ | +4.000 $ | +20,0 % | 20.000 $ | +0 $ | +0,0 % | 20.000 $ | +0 $ | +0,0 % | |||
| Balance Wealth Partners LLC | 22.832 $ | |||||||||||
| FLAGSHIP WEALTH ADVISORS, LLC | 21.369 $ | +4.666 $ | +27,9 % | 16.703 $ | -1.604 $ | -8,8 % | 18.307 $ | +226 $ | +1,2 % | |||
| Kroeger Financial Partners | 21.310 $ | +527 $ | +2,5 % | 20.783 $ | ||||||||
| Financial Perspectives, Inc | 20.966 $ | +1.265 $ | +6,4 % | 19.701 $ | ||||||||
| Privatperson | 20.675 $ | +2.373 $ | +13,0 % | 18.302 $ | -1.178 $ | -6,0 % | 19.480 $ | +234 $ | +1,2 % | |||
| Elyxium Wealth, LLC | 20.522 $ | +2.374 $ | +13,1 % | 18.148 $ | ||||||||
| Copia Wealth Management | 20.134 $ | +4.492 $ | +28,7 % | 15.642 $ | -1.180 $ | -7,0 % | 16.822 $ | -283 $ | -1,7 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 20.000 $ | +2.000 $ | +11,1 % | 18.000 $ | +0 $ | +0,0 % | 18.000 $ | +17.000 $ | +1.700,0 % | |||
| OBSIDIAN CIO, LLC | 14.444 $ | -530 $ | -3,5 % | 14.974 $ | -4.067 $ | -21,4 % | 19.041 $ | -1.171.858 $ | -98,4 % | |||
| ROTHSCHILD INVESTMENT LLC | 18.181 $ | +59 $ | +0,3 % | 18.122 $ | -82 $ | -0,5 % | 18.204 $ | |||||
| Annis Gardner Whiting Capital Advisors, LLC | 16.367 $ | -1.320 $ | -7,5 % | 17.687 $ | -17.397 $ | -49,6 % | ||||||
| Bank of New Hampshire | 16.513 $ | -752 $ | -4,4 % | 17.265 $ | -59 $ | -0,3 % | 17.324 $ | -113 $ | -0,6 % | 17.437 $ | -78 $ | -0,4 % |
| LANARK FINANCIAL, INC. | 16.780 $ | -215 $ | -1,3 % | 16.995 $ | +1.901 $ | +12,6 % | 15.094 $ | -264 $ | -1,7 % | 15.358 $ | ||
| Scarborough Advisors, LLC | 16.151 $ | -459 $ | -2,8 % | 16.610 $ | +86 $ | +0,5 % | ||||||
| Bruce G. Allen Investments, LLC | 16.091 $ | +1.746 $ | +12,2 % | 14.345 $ | -122 $ | -0,8 % | 14.467 $ | +152 $ | +1,1 % | |||
| Abound Wealth Management | 14.857 $ | -41 $ | -0,3 % | 14.898 $ | +1.692 $ | +12,8 % | 13.206 $ | +157 $ | +1,2 % | 13.049 $ | ||
| BlackRock, Inc. | 13.371 $ | |||||||||||
| Tradewinds Capital Management, LLC | 12.742 $ | +794 $ | +6,6 % | 11.948 $ | +1.346 $ | +12,7 % | 10.602 $ | +916 $ | +9,5 % | 9.686 $ | +263 $ | +2,8 % |
| Wealth Watch Advisors, INC | 12.663 $ | +276 $ | +2,2 % | |||||||||
| Russell Investments Group, Ltd. | 12.250 $ | |||||||||||
| Sankala Group LLC | 10.510 $ | -621 $ | -5,6 % | 11.131 $ | -774 $ | -6,5 % | 11.905 $ | |||||
| GW&K Investment Management, LLC | 11.000 $ | +1.000 $ | +10,0 % | 10.000 $ | ||||||||
| RICHARDSON FINANCIAL SERVICES INC. | 4.498 $ | +66 $ | +1,5 % | 4.432 $ | -6.512 $ | -59,5 % | 10.944 $ | |||||
| PROFFITT & GOODSON INC | 10.028 $ | +33 $ | +0,3 % | 9.995 $ | -65 $ | -0,6 % | 10.060 $ | +920 $ | +10,1 % | |||
| IFC & Insurance Marketing, Inc. | 10.000 $ | |||||||||||
| SOUTHERN MICHIGAN BANK & TRUST | 9.062 $ | -210 $ | -2,3 % | 9.272 $ | -50 $ | -0,5 % | 9.322 $ | |||||
| Investors Portfolio Services LLC | 8.892 $ | +799 $ | +9,9 % | 8.093 $ | +80 $ | +1,0 % | 8.013 $ | |||||
| BESSEMER GROUP INC | 8.000 $ | |||||||||||
| Rydar Equities, Inc. | 7.044 $ | |||||||||||
| Capitol Family Office, Inc. | 6.897 $ | +198 $ | +3,0 % | 6.699 $ | +662 $ | +11,0 % | 6.037 $ | +0 $ | +0,0 % | 6.037 $ | -55 $ | -0,9 % |
| Redwood Park Advisors LLC | 5.539 $ | +498 $ | +9,9 % | 5.041 $ | +50 $ | +1,0 % | 4.991 $ | +213 $ | +4,5 % | |||
| Smithfield Trust Co | 4.000 $ | +1.000 $ | +33,3 % | 3.000 $ | +0 $ | +0,0 % | 3.000 $ | +0 $ | +0,0 % | |||
| Keating Financial Advisory Services, Inc. | 3.719 $ | +593 $ | +19,0 % | 3.126 $ | -112 $ | -3,5 % | 3.238 $ | |||||
| Truvestments Capital LLC | 3.687 $ | |||||||||||
| Key Capital Management, INC | 2.947 $ | |||||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2.926 $ | +653 $ | +28,7 % | 2.273 $ | -172 $ | -7,0 % | 2.445 $ | |||||
| LifeSteps Financial, Inc. | 2.606 $ | |||||||||||
| Root Financial Partners, LLC | 2.478 $ | |||||||||||
| Provenance Wealth Advisors, LLC | 2.189 $ | +296 $ | +15,6 % | 1.893 $ | +18 $ | +1,0 % | 1.875 $ | +23 $ | +1,2 % | |||
| Cheviot Value Management, LLC | 2.100 $ | +189 $ | +9,9 % | 1.911 $ | -56 $ | -2,8 % | 1.967 $ | +92 $ | +4,9 % | |||
| Sound Income Strategies, LLC | 1.950 $ | -87 $ | -4,3 % | 2.037 $ | -573 $ | -22,0 % | ||||||
| Private Wealth Asset Management, LLC | 1.564 $ | |||||||||||
| BALLAST ADVISORS LLC | 1.127 $ | |||||||||||
| Pandora Wealth, Inc. | 955 $ | -19 $ | -2,0 % | |||||||||
| Davis Capital Management | 485 $ | -36 $ | -6,9 % | 521 $ | +70 $ | +15,5 % | 451 $ | +4 $ | +0,9 % | 447 $ | ||
| Hilton Head Capital Partners, LLC | 381 $ | -10 $ | -2,6 % | 391 $ | +42 $ | +12,0 % | 349 $ | -3 $ | -0,9 % | 352 $ | ||
| Bogart Wealth, LLC | 365 $ | +50 $ | +15,9 % | 315 $ | +2 $ | +0,6 % | 313 $ | +4 $ | +1,3 % | |||
| Caitlin John, LLC | 236 $ | +53 $ | +29,0 % | 183 $ | -14 $ | -7,1 % | 197 $ | -3 $ | -1,5 % | |||
| CIBC Private Wealth Group LLC | 18 $ | -4.806 $ | -99,6 % | |||||||||
| Gesamt | 713.212.926 $ | -4.097.988 $ | +10,5 % | 9.638.268.176 $ | +1.293.487.452 $ | +31,3 % | 8.471.887.868 $ | -314.592.871 $ | +15,2 % | 8.182.305.787 $ | +1.883.635.819 $ | +219,7 % |
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.