| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 15.122.283.625 $ | +747.714.942 $ | +69,4 % | 93.966.283.231 $ | +18.074.337.274 $ | +558,0 % | 75.810.401.774 $ | -24.136.398.354 $ | +163,3 % | 99.052.039.384 $ | +8.911.313.001 $ | +115,6 % |
| Align Financial, LLC | 39.233.661 $ | -629.654 $ | -1,6 % | 39.863.315 $ | +4.163.561 $ | +11,7 % | 35.699.754 $ | -33.368.460.246 $ | -99,9 % | 33.404.160.000 $ | ||
| Creative Planning | 5.508.357.005 $ | +743.509.165 $ | +15,6 % | 4.764.847.840 $ | +558.579.315 $ | +13,3 % | 4.206.268.525 $ | +538.294.039 $ | +14,7 % | |||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.331.204.065 $ | +2.989.142.174 $ | +222,7 % | 1.342.061.891 $ | +249.300.744 $ | +22,8 % | 1.092.761.147 $ | +222.802.077 $ | +25,6 % | |||
| JONES FINANCIAL COMPANIES LLLP | 4.092.533.616 $ | +730.370.569 $ | +21,7 % | 3.362.163.047 $ | +154.126.046 $ | +4,8 % | 3.208.037.001 $ | +1.326.698.046 $ | +70,5 % | |||
| ENVESTNET ASSET MANAGEMENT INC | 3.977.015.199 $ | +476.170.989 $ | +13,6 % | 3.500.844.210 $ | +340.165.140 $ | +10,8 % | 3.160.679.070 $ | +522.377.419 $ | +19,8 % | |||
| BANK OF AMERICA CORP /DE/ | 3.924.756.216 $ | +741.475.052 $ | +23,3 % | 3.183.281.164 $ | +963.152.761 $ | +43,4 % | 2.220.128.403 $ | +218.471.212 $ | +10,9 % | |||
| Savant Capital, LLC | 3.382.146.636 $ | +424.131.782 $ | +14,3 % | 2.958.014.854 $ | +204.380.907 $ | +7,4 % | 2.753.633.947 $ | +90.381.785 $ | +3,4 % | |||
| LPL Financial LLC | 2.946.947.967 $ | +709.025.996 $ | +31,7 % | 2.237.921.971 $ | +428.372.953 $ | +23,7 % | 1.809.549.018 $ | +291.513.281 $ | +19,2 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 2.296.617.623 $ | +720.626.583 $ | +45,7 % | 1.575.991.040 $ | +73.416.996 $ | +4,9 % | 1.502.574.044 $ | +81.754.747 $ | +5,8 % | |||
| MORGAN STANLEY | 2.263.965.617 $ | +605.539.910 $ | +36,5 % | 1.658.425.707 $ | +397.544.348 $ | +31,5 % | 1.260.881.359 $ | +226.363.512 $ | +21,9 % | |||
| AMERIPRISE FINANCIAL INC | 2.208.860.411 $ | +551.266.251 $ | +33,3 % | 1.657.594.160 $ | +411.791.903 $ | +33,1 % | 1.245.802.257 $ | +234.645.858 $ | +23,2 % | |||
| AMERICAN CENTURY COMPANIES INC | 1.931.617.355 $ | +455.264.913 $ | +30,8 % | 1.476.352.442 $ | +240.591.277 $ | +19,5 % | 1.235.761.165 $ | +168.076.261 $ | +15,7 % | |||
| Focus Partners Wealth | 1.878.495.501 $ | +192.769.962 $ | +11,4 % | 1.685.725.539 $ | +169.347.112 $ | +11,2 % | 1.516.378.427 $ | +136.330.320 $ | +9,9 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.608.902.463 $ | +172.149.805 $ | +12,0 % | 1.436.752.658 $ | +337.787.240 $ | +30,7 % | 1.098.965.418 $ | -226.290.299 $ | -17,1 % | 1.325.255.717 $ | +141.608.796 $ | +12,0 % |
| WELLS FARGO & COMPANY/MN | 1.411.685.292 $ | +400.371.841 $ | +39,6 % | 1.011.313.451 $ | +279.142.568 $ | +38,1 % | 732.170.883 $ | +109.390.004 $ | +17,6 % | |||
| Corient Private Wealth LP | 501.704.628 $ | -237.182.867 $ | -32,1 % | 738.887.495 $ | -562.227.349 $ | -43,2 % | 1.301.114.844 $ | +849.059.384 $ | +187,8 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 1.036.658.001 $ | +171.862.758 $ | +19,9 % | 864.795.243 $ | +62.114.231 $ | +7,7 % | 802.681.012 $ | +55.044.417 $ | +7,4 % | |||
| Focus Advisor Solutions, LLC | 1.031.016.702 $ | +234.020.648 $ | +29,4 % | 796.996.054 $ | +135.168.925 $ | +20,4 % | 661.827.129 $ | -127.973.014 $ | -16,2 % | |||
| RAYMOND JAMES FINANCIAL INC | 924.012.891 $ | +230.084.339 $ | +33,2 % | 693.928.552 $ | +177.257.748 $ | +34,3 % | 516.670.804 $ | +75.059.997 $ | +17,0 % | |||
| Cerity Partners LLC | 750.631.476 $ | +26.518.462 $ | +3,7 % | 724.113.014 $ | +116.065.586 $ | +19,1 % | 608.047.428 $ | +58.082.453 $ | +10,6 % | |||
| HighTower Advisors, LLC | 689.759.758 $ | +70.803.819 $ | +11,4 % | 618.955.939 $ | +29.035.827 $ | +4,9 % | 589.920.112 $ | +20.280.698 $ | +3,6 % | |||
| Mason Investment Advisory Services, Inc. | 594.626.488 $ | +45.963.130 $ | +8,4 % | 548.663.358 $ | +31.534.240 $ | +6,1 % | 517.129.118 $ | +28.363.144 $ | +5,8 % | |||
| UBS Group AG | 559.327.566 $ | +106.122.768 $ | +23,4 % | 453.204.798 $ | +84.138.932 $ | +22,8 % | 369.065.866 $ | +21.874.819 $ | +6,3 % | |||
| Waverly Advisors, LLC | 534.987.440 $ | +134.978.384 $ | +33,7 % | 400.009.056 $ | +65.645.067 $ | +19,6 % | 334.363.989 $ | +44.797.377 $ | +15,5 % | |||
| MISSION WEALTH MANAGEMENT, LP | 400.711.602 $ | -129.544.512 $ | -24,4 % | 530.256.114 $ | +195.049.786 $ | +58,2 % | 335.206.328 $ | +173.975.206 $ | +107,9 % | 161.231.122 $ | +120.043.802 $ | +291,5 % |
| Cetera Investment Advisers | 529.021.364 $ | +148.795.565 $ | +39,1 % | 380.225.799 $ | +45.927.532 $ | +13,7 % | 334.298.267 $ | +57.886.019 $ | +20,9 % | |||
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 491.409.256 $ | +52.502.197 $ | +12,0 % | 438.907.059 $ | +18.740.558 $ | +4,5 % | 420.166.501 $ | +17.257.674 $ | +4,3 % | |||
| OSAIC HOLDINGS, INC. | 475.507.617 $ | +93.109.217 $ | +24,3 % | 382.398.400 $ | +37.888.188 $ | +11,0 % | 344.510.212 $ | +13.311.208 $ | +4,0 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 444.717.042 $ | +40.232.693 $ | +9,9 % | 404.484.349 $ | +41.114.737 $ | +11,3 % | 363.369.612 $ | +10.738.612 $ | +3,0 % | |||
| Pure Financial Advisors, LLC | 405.187.454 $ | +25.067.841 $ | +6,6 % | 380.119.613 $ | +3.904.802 $ | +1,0 % | 376.214.811 $ | +17.231.619 $ | +4,8 % | |||
| Haverford Trust Co | 404.253.267 $ | +64.492.816 $ | +19,0 % | 339.760.451 $ | +25.794.249 $ | +8,2 % | 313.966.202 $ | +10.669.179 $ | +3,5 % | |||
| Truepoint, Inc. | 375.933.042 $ | +9.187.042 $ | +2,5 % | 366.746.000 $ | +28.126.534 $ | +8,3 % | 338.619.466 $ | +17.123.389 $ | +5,3 % | |||
| Annex Advisory Services, LLC | 292.373.733 $ | -3.703.390 $ | -1,3 % | 296.077.123 $ | +28.356.020 $ | +10,6 % | 267.721.103 $ | -94.621.471 $ | -26,1 % | 362.342.574 $ | -11.178.219 $ | -3,0 % |
| JPMORGAN CHASE & CO | 355.846.731 $ | +61.775.087 $ | +21,0 % | 294.071.644 $ | +39.833.398 $ | +15,7 % | 254.238.246 $ | -152.012.094 $ | -37,4 % | |||
| MASECO LLP | 348.082.934 $ | +36.735.671 $ | +11,8 % | 311.347.263 $ | ||||||||
| Modern Wealth Management, LLC | 347.380.241 $ | +161.179.324 $ | +86,6 % | 186.200.917 $ | +36.270.809 $ | +24,2 % | 149.930.108 $ | +32.370.347 $ | +27,5 % | |||
| Rockwood Wealth Management, LLC | 345.609.827 $ | +44.094.297 $ | +14,6 % | 301.515.530 $ | +16.859.196 $ | +5,9 % | 284.656.334 $ | +21.155.608 $ | +8,0 % | |||
| Falcon Wealth Planning | 342.093.037 $ | +52.601.077 $ | +18,2 % | 289.491.960 $ | +98.189.359 $ | +51,3 % | 191.302.601 $ | +13.401.288 $ | +7,5 % | |||
| Cambridge Investment Research Advisors, Inc. | 341.534.000 $ | +208.932.000 $ | +157,6 % | 132.602.000 $ | +28.824.000 $ | +27,8 % | 103.778.000 $ | +17.942.000 $ | +20,9 % | |||
| MML INVESTORS SERVICES, LLC | 338.986.330 $ | +108.194.001 $ | +46,9 % | 230.792.329 $ | -2.132.747 $ | -0,9 % | 232.925.076 $ | +25.817.891 $ | +12,5 % | |||
| Apella Capital, LLC | 322.808.092 $ | +50.323.490 $ | +18,5 % | 272.484.602 $ | +17.617.094 $ | +6,9 % | 254.867.508 $ | +50.063.018 $ | +24,4 % | 204.804.490 $ | +21.774.366 $ | +11,9 % |
| CWM, LLC | 321.695.038 $ | +51.421.038 $ | +19,0 % | 270.274.000 $ | +38.054.000 $ | +16,4 % | ||||||
| HB Wealth Management, LLC | 320.964.767 $ | +7.301.401 $ | +2,3 % | 313.663.366 $ | +35.908.411 $ | +12,9 % | 277.754.955 $ | +11.431.043 $ | +4,3 % | 266.323.912 $ | +7.832.298 $ | +3,0 % |
| Plancorp, LLC | 315.363.886 $ | +23.394.030 $ | +8,0 % | 291.969.856 $ | +40.071.032 $ | +15,9 % | 251.898.824 $ | +17.423.545 $ | +7,4 % | |||
| Prime Capital Investment Advisors, LLC | 313.573.174 $ | +101.243.611 $ | +47,7 % | 212.329.563 $ | -65.095.688 $ | -23,5 % | 277.425.251 $ | +79.201.482 $ | +40,0 % | 198.223.769 $ | -45.599.631 $ | -18,7 % |
| Beaird Harris Wealth Management, LLC | 312.766.128 $ | +32.653.741 $ | +11,7 % | 280.112.387 $ | +17.725.559 $ | +6,8 % | 262.386.828 $ | +15.253.682 $ | +6,2 % | |||
| FIFTH THIRD BANCORP | 290.948.232 $ | -21.401.386 $ | -6,9 % | 312.349.618 $ | +151.311.053 $ | +94,0 % | 161.038.565 $ | +30.339.320 $ | +23,2 % | |||
| AE Wealth Management LLC | 310.950.056 $ | +13.932.475 $ | +4,7 % | 297.017.581 $ | +18.621.615 $ | +6,7 % | 278.395.966 $ | +47.150.100 $ | +20,4 % | |||
| Petersen Hastings Wealth Advisors Inc. | 302.254.829 $ | +22.619.311 $ | +8,1 % | 279.635.518 $ | +21.488.781 $ | +8,3 % | 258.146.737 $ | |||||
| ROYAL BANK OF CANADA | 301.761.000 $ | +58.417.000 $ | +24,0 % | 243.344.000 $ | +31.855.000 $ | +15,1 % | 211.489.000 $ | +29.653.000 $ | +16,3 % | |||
| Modera Wealth Management, LLC | 300.626.937 $ | +33.852.909 $ | +12,7 % | 266.774.028 $ | +24.278.677 $ | +10,0 % | 242.495.351 $ | +20.861.265 $ | +9,4 % | |||
| Kestra Investment Management, LLC | 234.532.498 $ | -64.907.859 $ | -21,7 % | 299.440.357 $ | +144.983.117 $ | +93,9 % | 154.457.240 $ | +117.597.433 $ | +319,0 % | |||
| Wealth Management Nebraska | 296.072.339 $ | +163.415.288 $ | +123,2 % | 132.657.051 $ | +14.447.018 $ | +12,2 % | 118.210.033 $ | +13.237.336 $ | +12,6 % | |||
| TCI Wealth Advisors, Inc. | 291.995.239 $ | +52.317.451 $ | +21,8 % | 239.677.788 $ | +22.360.717 $ | +10,3 % | 217.317.071 $ | +19.299.879 $ | +9,7 % | |||
| Cresset Asset Management, LLC | 290.529.549 $ | +45.135.692 $ | +18,4 % | 245.393.857 $ | +8.613.012 $ | +3,6 % | 236.780.845 $ | +16.020.073 $ | +7,3 % | |||
| Moisand Fitzgerald Tamayo, LLC | 284.239.175 $ | +771.759 $ | +0,3 % | 283.467.416 $ | +28.680.944 $ | +11,3 % | 254.786.472 $ | +28.703.240 $ | +12,7 % | 226.083.232 $ | +13.378.818 $ | +6,3 % |
| Accredited Investors Inc. | 279.957.811 $ | +13.646.202 $ | +5,1 % | 266.311.609 $ | +20.051.182 $ | +8,1 % | 246.260.427 $ | +16.670.237 $ | +7,3 % | |||
| Apollon Wealth Management, LLC | 279.372.351 $ | +14.200.194 $ | +5,4 % | 265.172.157 $ | +89.426.427 $ | +50,9 % | 175.745.730 $ | +7.774.559 $ | +4,6 % | 167.971.171 $ | +7.651.578 $ | +4,8 % |
| PARK AVENUE SECURITIES LLC | 276.399.000 $ | +36.995.000 $ | +15,5 % | 239.404.000 $ | +19.554.000 $ | +8,9 % | 219.850.000 $ | +20.048.000 $ | +10,0 % | |||
| Farther Finance Advisors, LLC | 267.483.237 $ | +16.163.185 $ | +6,4 % | 251.320.052 $ | +43.098.503 $ | +20,7 % | 208.221.549 $ | +34.029.074 $ | +19,5 % | 174.192.475 $ | +73.998.735 $ | +73,9 % |
| BANK OF MONTREAL /CAN/ | 266.537.819 $ | +57.461.355 $ | +27,5 % | 209.076.464 $ | -25.742.723 $ | -11,0 % | 234.819.187 $ | +23.019.381 $ | +10,9 % | |||
| GREAT VALLEY ADVISOR GROUP, INC. | 262.234.377 $ | +32.313.192 $ | +14,1 % | 229.921.185 $ | +3.869.916 $ | +1,7 % | 226.051.269 $ | +32.323.173 $ | +16,7 % | |||
| Unison Advisors LLC | 252.376.079 $ | +22.975.879 $ | +10,0 % | 229.400.200 $ | +17.538.105 $ | +8,3 % | 211.862.095 $ | +17.965.064 $ | +9,3 % | |||
| Private Advisor Group, LLC | 246.924.202 $ | +116.162.113 $ | +88,8 % | 130.762.089 $ | +14.830.985 $ | +12,8 % | 115.931.104 $ | -713.115 $ | -0,6 % | |||
| Alesco Advisors, LLC, An ESL Co | 240.811.536 $ | +20.508.014 $ | +9,3 % | 220.303.522 $ | +10.486.045 $ | +5,0 % | 209.817.477 $ | +7.765.420 $ | +3,8 % | |||
| OneDigital Investment Advisors LLC | 195.229.292 $ | -13.164.615 $ | -6,3 % | 208.393.907 $ | -23.279.534 $ | -10,0 % | 231.673.441 $ | +151.476.655 $ | +188,9 % | |||
| Oak Root LLC | 229.708.410 $ | -1.357.770 $ | -0,6 % | 231.066.180 $ | +23.332.681 $ | +11,2 % | 207.733.499 $ | +7.424.870 $ | +3,7 % | 200.308.629 $ | -6.839.081 $ | -3,3 % |
| Gradient Investments LLC | 230.398.942 $ | +1.924.718 $ | +0,8 % | 228.474.224 $ | +16.302.414 $ | +7,7 % | 212.171.810 $ | +14.912.312 $ | +7,6 % | 197.259.498 $ | +13.158.570 $ | +7,1 % |
| HUB Investment Partners, LLC | 222.978.202 $ | +36.789.054 $ | +19,8 % | 186.189.148 $ | +21.361.251 $ | +13,0 % | 164.827.897 $ | |||||
| Nicht ausgewiesen | 214.379.870 $ | +26.655.538 $ | +14,2 % | 187.724.332 $ | +43.392.255 $ | +30,1 % | 144.332.077 $ | +30.456.072 $ | +26,7 % | |||
| NewEdge Advisors, LLC | 214.373.978 $ | +92.354.691 $ | +75,7 % | 122.019.287 $ | +26.730.946 $ | +28,1 % | 95.288.341 $ | +6.296.972 $ | +7,1 % | |||
| FMR LLC | 213.662.092 $ | +41.737.657 $ | +24,3 % | 171.924.435 $ | +35.935.190 $ | +26,4 % | 135.989.245 $ | +58.088.580 $ | +74,6 % | |||
| Sequoia Financial Advisors, LLC | 211.503.012 $ | +13.518.094 $ | +6,8 % | 197.984.918 $ | +21.645.313 $ | +12,3 % | 176.339.605 $ | +7.554.233 $ | +4,5 % | |||
| B&D White Capital Company, LLC | 210.898.574 $ | +31.855.441 $ | +17,8 % | 179.043.133 $ | +64.668.707 $ | +56,5 % | 114.374.426 $ | +52.345.110 $ | +84,4 % | |||
| Avantax Planning Partners, Inc. | 210.638.153 $ | +27.909.002 $ | +15,3 % | 182.729.151 $ | +9.080.032 $ | +5,2 % | 173.649.119 $ | +11.544.498 $ | +7,1 % | |||
| Simplicity Wealth,LLC | 206.785.921 $ | +18.643.325 $ | +9,9 % | 188.142.596 $ | +34.655.790 $ | +22,6 % | 153.486.806 $ | +10.368.998 $ | +7,2 % | 143.117.808 $ | +19.731.617 $ | +16,0 % |
| Bridgewater Advisors Inc. | 204.191.995 $ | +39.139.654 $ | +23,7 % | 165.052.341 $ | +20.854.945 $ | +14,5 % | 144.197.396 $ | +18.828.572 $ | +15,0 % | |||
| Werba Rubin Papier Wealth Management | 200.994.384 $ | +23.597.264 $ | +13,3 % | 177.397.120 $ | +23.090.505 $ | +15,0 % | ||||||
| JANE STREET GROUP, LLC | 97.960.724 $ | +82.292.893 $ | +525,2 % | 15.667.831 $ | -182.601.284 $ | -92,1 % | 198.269.115 $ | +115.147.040 $ | +138,5 % | |||
| Kestra Advisory Services, LLC | 194.635.362 $ | +38.424.625 $ | +24,6 % | 156.210.737 $ | +19.667.311 $ | +14,4 % | 136.543.426 $ | +44.459.958 $ | +48,3 % | |||
| Symmetry Partners, LLC | 183.120.113 $ | +17.780.918 $ | +10,8 % | 165.339.195 $ | +14.615.756 $ | +9,7 % | 150.723.439 $ | +92.002.035 $ | +156,7 % | |||
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 182.774.816 $ | +2.922.865 $ | +1,6 % | 179.851.951 $ | +16.617.882 $ | +10,2 % | 163.234.069 $ | +156.999.005 $ | +2.518,0 % | 6.235.064 $ | +222.120 $ | +3,7 % |
| GREENUP STREET WEALTH MANAGEMENT LLC | 177.266.723 $ | +21.027.896 $ | +13,5 % | 156.238.827 $ | +1.934.843 $ | +1,3 % | 154.303.984 $ | +32.541.996 $ | +26,7 % | |||
| Beacon Pointe Advisors, LLC | 176.643.725 $ | +26.271.980 $ | +17,5 % | 150.371.745 $ | -1.999.080 $ | -1,3 % | 152.370.825 $ | +20.374.980 $ | +15,4 % | |||
| Larson Financial Group LLC | 175.768.836 $ | +31.868.251 $ | +22,1 % | 143.900.585 $ | +8.638.015 $ | +6,4 % | 135.262.570 $ | +8.831.596 $ | +7,0 % | |||
| Parallel Advisors, LLC | 175.358.012 $ | +32.406.484 $ | +22,7 % | 142.951.528 $ | +74.777.108 $ | +109,7 % | 68.174.420 $ | +7.115.427 $ | +11,7 % | |||
| Allegiance Financial Group Advisory Services LLC | 174.587.861 $ | +26.051.766 $ | +17,5 % | 148.536.095 $ | +13.814.625 $ | +10,3 % | 134.721.470 $ | +12.119.158 $ | +9,9 % | |||
| Financial Plan, Inc. | 173.565.525 $ | +17.517.514 $ | +11,2 % | 156.048.011 $ | +14.265.998 $ | +10,1 % | 141.782.013 $ | |||||
| HARBOUR INVESTMENTS, INC. | 172.047.795 $ | +28.466.155 $ | +19,8 % | 143.581.640 $ | +44.375.379 $ | +44,7 % | 99.206.261 $ | +51.148.852 $ | +106,4 % | |||
| Neuberger Berman Group LLC | 167.316.720 $ | +32.138.300 $ | +23,8 % | 135.178.420 $ | +24.936.822 $ | +22,6 % | 110.241.598 $ | +20.767.067 $ | +23,2 % | |||
| ATWOOD & PALMER INC | 167.172.242 $ | +3.880.983 $ | +2,4 % | 163.291.259 $ | +16.235.800 $ | +11,0 % | 147.055.459 $ | +8.052.579 $ | +5,8 % | 139.002.880 $ | +8.824.279 $ | +6,8 % |
| Advance Capital Management, Inc. | 165.385.858 $ | +18.400.919 $ | +12,5 % | 146.984.939 $ | +139.103.363 $ | +1.764,9 % | 7.881.576 $ | +63.997 $ | +0,8 % | |||
| Rockefeller Capital Management L.P. | 161.300.741 $ | +21.746.304 $ | +15,6 % | 139.554.437 $ | +8.439.982 $ | +6,4 % | 131.114.455 $ | +70.814.234 $ | +117,4 % | |||
| Northwest & Ethical Investments L.P. | 158.282.950 $ | +12.358.982 $ | +8,5 % | 145.923.968 $ | -1.214.796 $ | -0,8 % | 147.138.764 $ | |||||
| Cannon Financial Strategists, Inc. | 157.268.402 $ | -944.106 $ | -0,6 % | 158.212.508 $ | +17.812.275 $ | +12,7 % | 140.400.233 $ | +10.559.858 $ | +8,1 % | 129.840.375 $ | +4.243.148 $ | +3,4 % |
| Privatperson | 157.903.555 $ | +13.415.113 $ | +9,3 % | 144.488.442 $ | +9.026.621 $ | +6,7 % | 135.461.821 $ | +7.160.655 $ | +5,6 % | |||
| Bluespring Wealth Management, LLC | 156.532.938 $ | +127.034.518 $ | +430,6 % | 29.498.420 $ | +2.165.224 $ | +7,9 % | 27.333.196 $ | +209.079 $ | +0,8 % | |||
| EP Wealth Advisors, LLC | 156.422.692 $ | +72.454.332 $ | +86,3 % | 83.968.360 $ | +65.300.853 $ | +349,8 % | 18.667.507 $ | |||||
| Arax Advisory Partners | 156.420.859 $ | +100.129.315 $ | +177,9 % | 56.291.544 $ | -48.309.231 $ | -46,2 % | 104.600.775 $ | |||||
| Hill Investment Group Partners, LLC | 141.706.761 $ | +5.380.511 $ | +3,9 % | 136.326.250 $ | -19.657.942 $ | -12,6 % | 155.984.192 $ | +8.856.694 $ | +6,0 % | |||
| Diversified Portfolios, Inc. | 154.133.897 $ | +19.207.904 $ | +14,2 % | 134.925.993 $ | +6.745.989 $ | +5,3 % | 128.180.004 $ | +14.764.499 $ | +13,0 % | |||
| Krilogy Financial LLC | 151.007.394 $ | +2.232.134 $ | +1,5 % | 148.775.260 $ | +7.814.000 $ | +5,5 % | 140.961.260 $ | +5.941.535 $ | +4,4 % | 135.019.725 $ | +37.780.910 $ | +38,9 % |
| JRM Investment Counsel, LLC | 150.208.506 $ | +18.465.198 $ | +14,0 % | 131.743.308 $ | +17.410.667 $ | +15,2 % | 114.332.641 $ | +6.363.689 $ | +5,9 % | |||
| COMERICA BANK | 148.801.047 $ | -32.405.134 $ | -17,9 % | |||||||||
| BOKF, NA | 148.554.858 $ | +21.803.271 $ | +17,2 % | 126.751.587 $ | +12.745.644 $ | +11,2 % | 114.005.943 $ | +47.700.962 $ | +71,9 % | |||
| ESL Trust Services, LLC | 143.694.902 $ | +12.301.442 $ | +9,4 % | 131.393.460 $ | +7.827.953 $ | +6,3 % | 123.565.507 $ | +62.385.718 $ | +102,0 % | |||
| Plante Moran Financial Advisors, LLC | 139.653.581 $ | +139.609.169 $ | +314.350,1 % | 44.412 $ | -13.531 $ | -23,4 % | 57.943 $ | -79.152 $ | -57,7 % | |||
| Foster Group, Inc. | 136.916.736 $ | -2.347.210 $ | -1,7 % | 139.263.946 $ | +10.372.861 $ | +8,0 % | 128.891.085 $ | +1.575.163 $ | +1,2 % | 127.315.922 $ | +3.092.466 $ | +2,5 % |
| Meredith Wealth Planning | 128.878.789 $ | -2.422.102 $ | -1,8 % | 131.300.891 $ | +11.579.090 $ | +9,7 % | 119.721.801 $ | +10.065.034 $ | +9,2 % | 109.656.767 $ | +2.875.727 $ | +2,7 % |
| Pacific Life Fund Advisors LLC | 101.975.094 $ | -930.465 $ | -0,9 % | 102.905.559 $ | -26.830.596 $ | -20,7 % | 129.736.155 $ | -1.415.039 $ | -1,1 % | |||
| Three Arch Wealth Management LLC | 128.397.961 $ | +158.299 $ | +0,1 % | 128.239.662 $ | +19.915.007 $ | +18,4 % | 108.324.655 $ | +8.557.022 $ | +8,6 % | 99.767.633 $ | ||
| Glenview Trust Co | 127.699.817 $ | +25.041.474 $ | +24,4 % | 102.658.343 $ | +15.974.616 $ | +18,4 % | 86.683.727 $ | +7.278.573 $ | +9,2 % | |||
| Mariner, LLC | 66.740.719 $ | -59.364.149 $ | -47,1 % | 126.104.868 $ | +31.049.790 $ | +32,7 % | 95.055.078 $ | -2.759.780 $ | -2,8 % | |||
| GW HENSSLER & ASSOCIATES LTD | 125.837.788 $ | +12.485.569 $ | +11,0 % | 113.352.219 $ | +44.973.226 $ | +65,8 % | 68.378.993 $ | |||||
| STIFEL FINANCIAL CORP | 125.463.606 $ | +31.761.291 $ | +33,9 % | 93.702.315 $ | +790.850 $ | +0,9 % | 92.911.465 $ | +17.336.221 $ | +22,9 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 123.883.998 $ | +15.107.071 $ | +13,9 % | 108.776.927 $ | +10.969.852 $ | +11,2 % | 97.807.075 $ | +8.983.863 $ | +10,1 % | |||
| CORRECT CAPITAL WEALTH MANAGEMENT | 123.437.987 $ | +9.364.895 $ | +8,2 % | 114.073.092 $ | +4.170.925 $ | +3,8 % | 109.902.167 $ | +17.535.986 $ | +19,0 % | |||
| Quantum Financial Advisors, LLC | 120.533.228 $ | +11.151.066 $ | +10,2 % | 109.382.162 $ | +2.998.416 $ | +2,8 % | 106.383.746 $ | +8.525.459 $ | +8,7 % | |||
| Vestmark Advisory Solutions, Inc. | 120.502.994 $ | +47.634.769 $ | +65,4 % | 72.868.225 $ | +61.336.403 $ | +531,9 % | 11.531.822 $ | +2.948.351 $ | +34,3 % | |||
| First Command Advisory Services, Inc. | 119.284.502 $ | +12.571.391 $ | +11,8 % | 106.713.111 $ | +106.616.026 $ | +109.817,2 % | 97.085 $ | |||||
| McLean Asset Management Corp | 118.674.352 $ | +14.335.927 $ | +13,7 % | 104.338.425 $ | +8.482.246 $ | +8,8 % | 95.856.179 $ | +27.667.496 $ | +40,6 % | |||
| Highland Financial Advisors, LLC | 118.144.946 $ | +3.562.430 $ | +3,1 % | 114.582.516 $ | +37.344.476 $ | +48,3 % | 77.238.040 $ | +6.396.489 $ | +9,0 % | 70.841.551 $ | +2.047.394 $ | +3,0 % |
| NICOLET BANKSHARES INC | 118.027.375 $ | +19.496.124 $ | +19,8 % | 98.531.251 $ | +79.818.195 $ | +426,5 % | 18.713.056 $ | +3.554.656 $ | +23,5 % | |||
| Cornerstone Wealth Partners, LLC | 117.814.881 $ | +21.268.507 $ | +22,0 % | 96.546.374 $ | +17.595.707 $ | +22,3 % | 78.950.667 $ | |||||
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 114.779.170 $ | +10.911.832 $ | +10,5 % | 103.867.338 $ | +6.377.376 $ | +6,5 % | 97.489.962 $ | +2.602.177 $ | +2,7 % | |||
| RW Investment Management LLC | 113.793.695 $ | +11.540.933 $ | +11,3 % | 102.252.762 $ | +16.598.679 $ | +19,4 % | ||||||
| Pathstone Holdings, LLC | 113.381.905 $ | +14.753.318 $ | +15,0 % | 98.628.587 $ | +6.479.556 $ | +7,0 % | 92.149.031 $ | +9.889.860 $ | +12,0 % | |||
| Henrickson Nauta Wealth Advisors, Inc. | 62.453.526 $ | +4.373.913 $ | +7,5 % | 58.079.613 $ | -54.919.446 $ | -48,6 % | 112.999.059 $ | +59.836.047 $ | +112,6 % | |||
| FINANCIAL MANAGEMENT NETWORK INC | 110.946.962 $ | +3.955.658 $ | +3,7 % | 106.991.304 $ | +26.962.902 $ | +33,7 % | 80.028.402 $ | +10.208.960 $ | +14,6 % | 69.819.442 $ | +7.979.690 $ | +12,9 % |
| FOSTER & MOTLEY INC | 109.960.000 $ | +23.818.000 $ | +27,6 % | 86.142.000 $ | +12.267.000 $ | +16,6 % | 73.875.000 $ | +25.260.000 $ | +52,0 % | |||
| TRUIST FINANCIAL CORP | 109.891.891 $ | +22.497.187 $ | +25,7 % | 87.394.704 $ | +25.841.173 $ | +42,0 % | 61.553.531 $ | +13.851.113 $ | +29,0 % | |||
| FAS Wealth Partners, Inc. | 108.971.257 $ | +19.860.257 $ | +22,3 % | 89.111.000 $ | +6.110.013 $ | +7,4 % | 83.000.987 $ | +5.175.416 $ | +6,7 % | |||
| Independent Advisor Alliance | 12.164.164 $ | -95.976.083 $ | -88,8 % | 108.140.247 $ | +98.338.827 $ | +1.003,3 % | 9.801.420 $ | +304.746 $ | +3,2 % | |||
| Visionary Wealth Advisors | 106.660.225 $ | +32.504.354 $ | +43,8 % | 74.155.871 $ | +5.001.370 $ | +7,2 % | 69.154.501 $ | +4.940.008 $ | +7,7 % | |||
| Empowered Funds, LLC | 104.747.301 $ | +5.572.579 $ | +5,6 % | 99.174.722 $ | +98.767.445 $ | +24.250,7 % | ||||||
| Morton Brown Family Wealth, LLC | 104.360.394 $ | +900.398 $ | +0,9 % | 103.459.996 $ | +16.164.861 $ | +18,5 % | 87.295.135 $ | +7.156.627 $ | +8,9 % | 80.138.508 $ | +3.420.529 $ | +4,5 % |
| Opus Capital Group, LLC | 116.027 $ | -103.954.973 $ | -99,9 % | 104.071.000 $ | +3.959.000 $ | +4,0 % | 100.112.000 $ | +5.242.000 $ | +5,5 % | |||
| Tarbox Family Office, Inc. | 100.121.997 $ | -3.484.735 $ | -3,4 % | 103.606.732 $ | +11.951.296 $ | +13,0 % | 91.655.436 $ | +3.945.142 $ | +4,5 % | 87.710.294 $ | +3.988.926 $ | +4,8 % |
| Fonville Wealth Management LLC | 102.983.533 $ | +18.240.020 $ | +21,5 % | 84.743.513 $ | +10.374.424 $ | +13,9 % | 74.369.089 $ | +9.601.571 $ | +14,8 % | |||
| SATOVSKY ASSET MANAGEMENT LLC | 101.250.106 $ | +10.983.650 $ | +12,2 % | 90.266.456 $ | +26.493.936 $ | +41,5 % | 63.772.520 $ | +1.879.202 $ | +3,0 % | |||
| TWO SIGMA INVESTMENTS, LP | 100.263.649 $ | +83.196.274 $ | +487,5 % | 17.067.375 $ | +3.405.895 $ | +24,9 % | 13.661.480 $ | -1.919.435 $ | -12,3 % | |||
| AlphaCore Capital LLC | 100.161.296 $ | +7.310.391 $ | +7,9 % | 92.850.905 $ | +3.623.084 $ | +4,1 % | 89.227.821 $ | -1.518.766 $ | -1,7 % | |||
| ENZI WEALTH | 98.799.484 $ | -534.524 $ | -0,5 % | 99.334.008 $ | +13.392.892 $ | +15,6 % | 85.941.116 $ | +5.982.205 $ | +7,5 % | 79.958.911 $ | +59.153.416 $ | +284,3 % |
| Janney Montgomery Scott LLC | 98.939.000 $ | +18.204.000 $ | +22,5 % | 80.735.000 $ | +23.734.000 $ | +41,6 % | 57.001.000 $ | +22.288.000 $ | +64,2 % | |||
| WCG Wealth Advisors LLC | 98.858.436 $ | +12.109.600 $ | +14,0 % | 86.748.836 $ | +6.249.238 $ | +7,8 % | 80.499.598 $ | +13.240.763 $ | +19,7 % | |||
| Versant Capital Management, Inc | 98.179.053 $ | +52.582 $ | +0,1 % | 98.126.471 $ | +8.961.332 $ | +10,1 % | 89.165.139 $ | +1.607.640 $ | +1,8 % | 87.557.499 $ | +2.508.526 $ | +2,9 % |
| Echo Wealth Management, LLC | 97.777.134 $ | +4.110.899 $ | +4,4 % | 93.666.235 $ | +10.518.425 $ | +12,7 % | 83.147.810 $ | +9.704.342 $ | +13,2 % | 73.443.468 $ | +2.367.540 $ | +3,3 % |
| BSW Wealth Partners | 97.369.802 $ | +7.001.598 $ | +7,7 % | 90.368.204 $ | +2.312.916 $ | +2,6 % | 88.055.288 $ | -278.328 $ | -0,3 % | |||
| NIXON PEABODY TRUST CO | 94.098.350 $ | -1.448.372 $ | -1,5 % | 95.546.722 $ | +10.453.821 $ | +12,3 % | 85.092.901 $ | +7.060.000 $ | +9,0 % | 78.032.901 $ | +4.775.372 $ | +6,5 % |
| Verus Financial Partners, Inc. | 82.663.511 $ | -3.172.944 $ | -3,7 % | 85.836.455 $ | -9.134.384 $ | -9,6 % | 94.970.839 $ | +4.981.543 $ | +5,5 % | |||
| FIRST NATIONAL TRUST CO | 94.793.340 $ | +4.697.772 $ | +5,2 % | 90.095.568 $ | +12.454.902 $ | +16,0 % | 77.640.666 $ | +18.059.612 $ | +30,3 % | |||
| Wealthcare Advisory Partners LLC | 93.868.306 $ | +46.440.233 $ | +97,9 % | 47.428.073 $ | +8.683.095 $ | +22,4 % | 38.744.978 $ | -2.947.118 $ | -7,1 % | 41.692.096 $ | +3.575.996 $ | +9,4 % |
| CITADEL ADVISORS LLC | 40.488.634 $ | -51.772.413 $ | -56,1 % | 92.261.047 $ | +54.065.755 $ | +141,6 % | 38.195.292 $ | +26.696.447 $ | +232,2 % | |||
| THRIVENT FINANCIAL FOR LUTHERANS | 91.836.000 $ | +9.888.000 $ | +12,1 % | 81.948.000 $ | +6.582.000 $ | +8,7 % | 75.366.000 $ | +30.808.000 $ | +69,1 % | |||
| KEB ASSET MANAGEMENT, LLC | 91.577.902 $ | +22.268.265 $ | +32,1 % | 69.309.637 $ | +11.211.972 $ | +19,3 % | 58.097.665 $ | +13.665.182 $ | +30,8 % | |||
| FIDUCIARY FINANCIAL ADVISORS | 91.432.126 $ | +62.914.929 $ | +220,6 % | 28.517.197 $ | ||||||||
| WMG Financial Advisors, LLC | 91.318.316 $ | +8.614.217 $ | +10,4 % | 82.704.099 $ | +481.306 $ | +0,6 % | 82.222.793 $ | +2.389.678 $ | +3,0 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 91.113.834 $ | +13.416.155 $ | +17,3 % | 77.697.679 $ | +15.242.340 $ | +24,4 % | 62.455.339 $ | +3.913.125 $ | +6,7 % | |||
| JSF Financial, LLC | 91.051.339 $ | +1.280.254 $ | +1,4 % | 89.771.085 $ | +28.271.177 $ | +46,0 % | 61.499.908 $ | +30.913.884 $ | +101,1 % | 30.586.024 $ | +939.980 $ | +3,2 % |
| Marquette Asset Management, LLC | 89.809.629 $ | -972.657 $ | -1,1 % | 90.782.286 $ | +7.527.752 $ | +9,0 % | 83.254.534 $ | +5.901.236 $ | +7,6 % | 77.353.298 $ | +3.640.083 $ | +4,9 % |
| Legacy Financial Strategies, LLC | 90.420.057 $ | +2.457.552 $ | +2,8 % | 87.962.505 $ | +8.454.762 $ | +10,6 % | 79.507.743 $ | +9.730.915 $ | +13,9 % | 69.776.828 $ | +37.643.028 $ | +117,1 % |
| Valued Wealth Advisors LLC | 90.379.035 $ | +8.833.621 $ | +10,8 % | 81.545.414 $ | +5.856.936 $ | +7,7 % | 75.688.478 $ | +4.472.780 $ | +6,3 % | |||
| AQR CAPITAL MANAGEMENT LLC | 89.856.182 $ | +16.880.763 $ | +23,1 % | 72.975.419 $ | +23.049.799 $ | +46,2 % | 49.925.620 $ | +11.344.838 $ | +29,4 % | |||
| CGN Advisors LLC | 89.638.058 $ | +122.181 $ | +0,1 % | 89.515.877 $ | +15.720.164 $ | +21,3 % | 73.795.713 $ | +93.307 $ | +0,1 % | 73.702.406 $ | +4.371.712 $ | +6,3 % |
| QUARRY HILL ADVISORS, LLC | 89.313.047 $ | +7.848.362 $ | +9,6 % | 81.464.685 $ | +11.175.492 $ | +15,9 % | 70.289.193 $ | +7.223.193 $ | +11,5 % | |||
| Fragasso Financial Advisors Inc | 88.785.298 $ | +29.664.368 $ | +50,2 % | 59.120.930 $ | +8.516.332 $ | +16,8 % | 50.604.598 $ | +1.468.714 $ | +3,0 % | 49.135.884 $ | +1.690.793 $ | +3,6 % |
| BENJAMIN EDWARDS INC | 88.416.617 $ | +6.751.848 $ | +8,3 % | 81.664.769 $ | +50.939.222 $ | +165,8 % | 30.725.547 $ | +6.323.102 $ | +25,9 % | |||
| Avior Wealth Management, LLC | 84.989.671 $ | -1.347.903 $ | -1,6 % | 86.337.574 $ | +41.679.811 $ | +93,3 % | 44.657.763 $ | +12.267.720 $ | +37,9 % | 32.390.043 $ | -112.041 $ | -0,3 % |
| Greenline Partners, LLC | 86.063.883 $ | +8.870.508 $ | +11,5 % | 77.193.375 $ | +6.851.102 $ | +9,7 % | 70.342.273 $ | +8.383.452 $ | +13,5 % | |||
| Midwest Trust Co | 84.520.501 $ | +572.850 $ | +0,7 % | 83.947.651 $ | +22.095.491 $ | +35,7 % | 61.852.160 $ | +2.038.680 $ | +3,4 % | 59.813.480 $ | +3.262.491 $ | +5,8 % |
| Family Investment Center, Inc. | 84.072.560 $ | +7.020.791 $ | +9,1 % | 77.051.769 $ | +11.436.046 $ | +17,4 % | 65.615.723 $ | +27.591.186 $ | +72,6 % | 38.024.537 $ | +1.799.409 $ | +5,0 % |
| Chicago Partners Investment Group LLC | 83.536.046 $ | +6.704.076 $ | +8,7 % | 76.831.970 $ | +5.727.251 $ | +8,1 % | 71.104.719 $ | +5.534.633 $ | +8,4 % | |||
| MAI Capital Management | 82.163.832 $ | +22.842.862 $ | +38,5 % | 59.320.970 $ | +13.441.169 $ | +29,3 % | 45.879.801 $ | +8.692.474 $ | +23,4 % | |||
| VOISARD ASSET MANAGEMENT GROUP, INC. | 81.267.065 $ | -259.567 $ | -0,3 % | 81.526.632 $ | +8.944.650 $ | +12,3 % | 72.581.982 $ | +5.904.581 $ | +8,9 % | 66.677.401 $ | +4.695.833 $ | +7,6 % |
| HighPoint Advisor Group LLC | 81.468.003 $ | +24.519.242 $ | +43,1 % | 56.948.761 $ | +7.578.515 $ | +15,4 % | 49.370.246 $ | |||||
| Global Strategic Investment Solutions, LLC | 70.179.636 $ | -824.865 $ | -1,2 % | 71.004.501 $ | -10.455.986 $ | -12,8 % | 81.460.487 $ | +2.859.618 $ | +3,6 % | 78.600.869 $ | +2.058.214 $ | +2,7 % |
| Arlington Financial Advisors, LLC | 80.367.759 $ | -997.254 $ | -1,2 % | 81.365.013 $ | +10.920.535 $ | +15,5 % | 70.444.478 $ | +1.242.726 $ | +1,8 % | 69.201.752 $ | +3.475.822 $ | +5,3 % |
| REAP Financial Group, LLC | 80.907.354 $ | +15.278.004 $ | +23,3 % | 65.629.350 $ | +9.246.427 $ | +16,4 % | 56.382.923 $ | +5.699.160 $ | +11,2 % | |||
| DEFINE FINANCIAL, LLC | 80.052.735 $ | +4.623.373 $ | +6,1 % | 75.429.362 $ | +10.569.699 $ | +16,3 % | 64.859.663 $ | +4.273.723 $ | +7,1 % | 60.585.940 $ | +2.209.228 $ | +3,8 % |
| BWM Planning, LLC | 79.854.537 $ | +9.301.662 $ | +13,2 % | 70.552.875 $ | +3.122.553 $ | +4,6 % | 67.430.322 $ | +6.601.710 $ | +10,9 % | |||
| Summit Financial Strategies, Inc. | 79.832.259 $ | +189.653 $ | +0,2 % | 79.642.606 $ | +9.052.165 $ | +12,8 % | 70.590.441 $ | +1.119.687 $ | +1,6 % | 69.470.754 $ | +1.501.618 $ | +2,2 % |
| Concurrent Investment Advisors, LLC | 79.453.142 $ | +8.906.522 $ | +12,6 % | 70.546.620 $ | +13.411.504 $ | +23,5 % | 57.135.116 $ | +36.393.397 $ | +175,5 % | 20.741.719 $ | +3.952.780 $ | +23,5 % |
| Allworth Financial LP | 79.197.587 $ | +18.316.879 $ | +30,1 % | 60.880.708 $ | +13.464.738 $ | +28,4 % | 47.415.970 $ | +19.140.380 $ | +67,7 % | |||
| NORTHWEST WEALTH MANAGEMENT, LLC | 79.102.417 $ | +9.093.127 $ | +13,0 % | 70.009.290 $ | +6.875.210 $ | +10,9 % | 63.134.080 $ | +786.362 $ | +1,3 % | |||
| Frontier Asset Management, LLC | 77.072.228 $ | +11.137.412 $ | +16,9 % | 65.934.816 $ | +5.317.776 $ | +8,8 % | 60.617.040 $ | +1.855.161 $ | +3,2 % | |||
| PDS Planning, Inc | 76.721.332 $ | +10.068.312 $ | +15,1 % | 66.653.020 $ | +5.269.290 $ | +8,6 % | 61.383.730 $ | +3.318.031 $ | +5,7 % | |||
| Perigon Wealth Management, LLC | 76.560.792 $ | +1.988.200 $ | +2,7 % | 74.572.592 $ | +8.857.323 $ | +13,5 % | 65.715.269 $ | |||||
| JNBA Financial Advisors | 75.508.004 $ | +9.591.677 $ | +14,6 % | 65.916.327 $ | +60.181.840 $ | +1.049,5 % | 5.734.487 $ | -126.778 $ | -2,2 % | |||
| Symphony Financial, Ltd. Co. | 74.963.651 $ | +11.207.279 $ | +17,6 % | 63.756.372 $ | +11.477.689 $ | +22,0 % | 52.278.683 $ | +17.473.435 $ | +50,2 % | 34.805.248 $ | -4.669.871 $ | -11,8 % |
| Savvy Advisors, Inc. | 74.463.866 $ | +24.784.353 $ | +49,9 % | 49.679.513 $ | +38.159.965 $ | +331,3 % | 11.519.548 $ | +2.482.582 $ | +27,5 % | |||
| SC&H Financial Advisors, Inc. | 73.563.886 $ | -865.242 $ | -1,2 % | 74.429.128 $ | +8.715.380 $ | +13,3 % | 65.713.748 $ | +3.558.555 $ | +5,7 % | 62.155.193 $ | +1.254.159 $ | +2,1 % |
| Envestnet Portfolio Solutions, Inc. | 73.807.962 $ | +9.203.080 $ | +14,2 % | 64.604.882 $ | -709.767 $ | -1,1 % | 65.314.649 $ | +2.914.855 $ | +4,7 % | |||
| N.E.W. Advisory Services LLC | 73.732.710 $ | +10.715.552 $ | +17,0 % | 63.017.158 $ | +31.031.729 $ | +97,0 % | 31.985.429 $ | +1.552.844 $ | +5,1 % | |||
| Equitable Holdings, Inc. | 73.216.677 $ | +31.384.946 $ | +75,0 % | 41.831.731 $ | +11.933.799 $ | +39,9 % | 29.897.932 $ | +4.342.012 $ | +17,0 % | |||
| Sherrill & Hutchins Financial Advisory, Inc | 69.859.162 $ | -2.232.784 $ | -3,1 % | 72.091.946 $ | +10.145.318 $ | +16,4 % | 61.946.628 $ | +30.092.338 $ | +94,5 % | 31.854.290 $ | +770.635 $ | +2,5 % |
| Orion Porfolio Solutions, LLC | 68.341.145 $ | +4.738.650 $ | +7,5 % | 63.602.495 $ | -8.181.729 $ | -11,4 % | 71.784.224 $ | +11.846.012 $ | +19,8 % | |||
| BCR Wealth Strategies, LLC | 70.916.000 $ | +8.532.000 $ | +13,7 % | 62.384.000 $ | +3.496.000 $ | +5,9 % | 58.888.000 $ | +2.228.000 $ | +3,9 % | |||
| IHT Wealth Management, LLC | 70.534.281 $ | +6.174.899 $ | +9,6 % | 64.359.382 $ | +7.356.242 $ | +12,9 % | 57.003.140 $ | +9.733.570 $ | +20,6 % | |||
| Team Hewins, LLC | 69.862.693 $ | +7.775.967 $ | +12,5 % | 62.086.726 $ | +6.322.428 $ | +11,3 % | 55.764.298 $ | +2.870.268 $ | +5,4 % | |||
| Prosperity Planning, Inc. | 69.845.552 $ | +3.332.691 $ | +5,0 % | 66.512.861 $ | +8.009.924 $ | +13,7 % | 58.502.937 $ | +5.621.631 $ | +10,6 % | 52.881.306 $ | +3.624.101 $ | +7,4 % |
| Baird Financial Group, Inc. | 69.334.402 $ | +17.083.930 $ | +32,7 % | 52.250.472 $ | +30.630.321 $ | +141,7 % | 21.620.151 $ | +2.497.012 $ | +13,1 % | |||
| Summit Financial, LLC | 69.317.522 $ | +3.931.245 $ | +6,0 % | 65.386.277 $ | +28.194.147 $ | +75,8 % | 37.192.130 $ | +3.869.644 $ | +11,6 % | |||
| Strategic Blueprint, LLC | 68.311.081 $ | -528.922 $ | -0,8 % | 68.840.003 $ | +5.073.018 $ | +8,0 % | 63.766.985 $ | +1.960.445 $ | +3,2 % | 61.806.540 $ | -25.106.620 $ | -28,9 % |
| AIRE ADVISORS, LLC | 68.425.678 $ | -377.403 $ | -0,5 % | 68.803.081 $ | +8.195.312 $ | +13,5 % | 60.607.769 $ | +4.011.870 $ | +7,1 % | 56.595.899 $ | +2.749.967 $ | +5,1 % |
| OXFORD FINANCIAL GROUP, LTD. LLC | 64.762.436 $ | +139.581 $ | +0,2 % | 64.622.855 $ | -3.567.325 $ | -5,2 % | 68.190.180 $ | -685.954 $ | -1,0 % | |||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 68.189.725 $ | +8.185.956 $ | +13,6 % | 60.003.769 $ | +4.350.632 $ | +7,8 % | 55.653.137 $ | +1.237.996 $ | +2,3 % | |||
| Financial Engines Advisors L.L.C. | 68.187.628 $ | +7.634.467 $ | +12,6 % | 60.553.161 $ | +4.188.531 $ | +7,4 % | 56.364.630 $ | +4.167.444 $ | +8,0 % | |||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 68.090.267 $ | +7.840.565 $ | +13,0 % | 60.249.702 $ | +2.546.253 $ | +4,4 % | 57.703.449 $ | +3.778.743 $ | +7,0 % | |||
| Zhang Financial LLC | 67.834.890 $ | +9.017.621 $ | +15,3 % | 58.817.269 $ | +8.216.643 $ | +16,2 % | 50.600.626 $ | +9.328.841 $ | +22,6 % | |||
| Strategic Financial Planning, Inc. | 66.399.011 $ | |||||||||||
| Armstrong, Fleming & Moore, Inc | 66.295.767 $ | +45.091.744 $ | +212,7 % | 21.204.023 $ | +3.193.563 $ | +17,7 % | 18.010.460 $ | +2.867.316 $ | +18,9 % | |||
| McMill Wealth Management | 45.043.401 $ | +3.878.701 $ | +9,4 % | 41.164.700 $ | -25.051.201 $ | -37,8 % | 66.215.901 $ | +5.756.033 $ | +9,5 % | |||
| HORAN Wealth, LLC | 66.162.649 $ | +27.562.371 $ | +71,4 % | 38.600.278 $ | +15.395.968 $ | +66,3 % | 23.204.310 $ | +10.019.891 $ | +76,0 % | |||
| FIRST NATIONAL BANK SIOUX FALLS | 48.186.666 $ | -17.310.649 $ | -26,4 % | 65.497.315 $ | +0 $ | +0,0 % | 65.497.315 $ | +9.736.757 $ | +17,5 % | 55.760.558 $ | +4.122.538 $ | +8,0 % |
| Kondo Wealth Advisors, Inc. | 64.108.940 $ | -810.077 $ | -1,2 % | 64.919.017 $ | +6.181.981 $ | +10,5 % | 58.737.036 $ | +3.519.585 $ | +6,4 % | 55.217.451 $ | +4.068.510 $ | +8,0 % |
| High Probability Advisors, LLC | 64.329.766 $ | -511.646 $ | -0,8 % | 64.841.412 $ | +11.692.277 $ | +22,0 % | 53.149.135 $ | -1.007.030 $ | -1,9 % | 54.156.165 $ | +1.836.960 $ | +3,5 % |
| Copper Harbor Investment Advisors, LLC | 64.806.087 $ | +35.701 $ | +0,1 % | 64.770.386 $ | ||||||||
| REGATTA CAPITAL GROUP, LLC | 63.743.860 $ | -927.721 $ | -1,4 % | 64.671.581 $ | +5.182.006 $ | +8,7 % | 59.489.575 $ | +3.837.824 $ | +6,9 % | 55.651.751 $ | +11.799.890 $ | +26,9 % |
| Great Point Wealth Advisors, LLC | 63.709.163 $ | +2.616.871 $ | +4,3 % | 61.092.292 $ | +6.782.688 $ | +12,5 % | 54.309.604 $ | +4.555.480 $ | +9,2 % | 49.754.124 $ | +389.852 $ | +0,8 % |
| STEPHENS INC /AR/ | 63.688.927 $ | +6.468.332 $ | +11,3 % | 57.220.595 $ | +33.435.746 $ | +140,6 % | 23.784.849 $ | +492.968 $ | +2,1 % | |||
| Integrated Wealth Concepts LLC | 63.249.697 $ | +41.665.907 $ | +193,0 % | 21.583.790 $ | +10.271.144 $ | +90,8 % | 11.312.646 $ | -1.545.151 $ | -12,0 % | |||
| WJ Interests, LLC | 63.141.134 $ | +512.547 $ | +0,8 % | 62.628.587 $ | +4.119.628 $ | +7,0 % | 58.508.959 $ | +5.736.441 $ | +10,9 % | 52.772.518 $ | -2.422.616 $ | -4,4 % |
| Certified Advisory Corp | 62.622.884 $ | +9.511.797 $ | +17,9 % | 53.111.087 $ | +9.256.963 $ | +21,1 % | 43.854.124 $ | +7.628.369 $ | +21,1 % | |||
| NICOLET ADVISORY SERVICES, LLC | 62.192.871 $ | +25.132.051 $ | +67,8 % | |||||||||
| Parcion Private Wealth LLC | 61.896.432 $ | +4.321.008 $ | +7,5 % | 57.575.424 $ | +9.795.568 $ | +20,5 % | 47.779.856 $ | +111.668 $ | +0,2 % | |||
| IAM Advisory, LLC | 61.125.436 $ | +4.782.592 $ | +8,5 % | 56.342.844 $ | -857.937 $ | -1,5 % | 57.200.781 $ | +1.673.145 $ | +3,0 % | |||
| HILL ISLAND FINANCIAL LLC | 61.099.625 $ | +30.825.521 $ | +101,8 % | 30.274.104 $ | +23.369.082 $ | +338,4 % | 6.905.022 $ | +43.444 $ | +0,6 % | 6.861.578 $ | +735.469 $ | +12,0 % |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 61.014.186 $ | -12.649.222 $ | -17,2 % | |||||||||
| CARDIFF PARK ADVISORS, LLC | 60.342.925 $ | +6.115.024 $ | +11,3 % | 54.227.901 $ | +1.891.586 $ | +3,6 % | 52.336.315 $ | +209.095 $ | +0,4 % | |||
| KAVAR CAPITAL PARTNERS GROUP, LLC | 60.303.087 $ | +8.578.430 $ | +16,6 % | 51.724.657 $ | +5.866.255 $ | +12,8 % | 45.858.402 $ | +3.641.826 $ | +8,6 % | |||
| ACT Advisors, LLC. | 59.863.157 $ | -154.689 $ | -0,3 % | 60.017.846 $ | +8.698.779 $ | +17,0 % | 51.319.067 $ | +2.020.888 $ | +4,1 % | 49.298.179 $ | +2.642.188 $ | +5,7 % |
| Pinnacle Financial Partners, Inc. | 59.990.299 $ | +8.985.975 $ | +17,6 % | 51.004.324 $ | +1.133.747 $ | +2,3 % | 49.870.577 $ | |||||
| Ullmann Wealth Partners Group, LLC | 59.814.657 $ | +11.076.777 $ | +22,7 % | 48.737.880 $ | +11.977.912 $ | +32,6 % | 36.759.968 $ | +16.116.023 $ | +78,1 % | |||
| CreativeOne Wealth, LLC | 25.499.940 $ | -13.973.617 $ | -35,4 % | 39.473.557 $ | -20.184.612 $ | -33,8 % | 59.658.169 $ | +13.173.402 $ | +28,3 % | |||
| AXXCESS WEALTH MANAGEMENT, LLC | 47.016.952 $ | -12.531.437 $ | -21,0 % | 59.548.389 $ | +14.966.172 $ | +33,6 % | 44.582.217 $ | +18.379.722 $ | +70,1 % | |||
| Divergent Planning, LLC | 59.363.840 $ | +2.858.411 $ | +5,1 % | |||||||||
| ABLE Financial Group, LLC | 59.019.145 $ | +7.700.124 $ | +15,0 % | 51.319.021 $ | +9.533.339 $ | +22,8 % | 41.785.682 $ | +3.524.916 $ | +9,2 % | 38.260.766 $ | +3.889.571 $ | +11,3 % |
| Brickley Wealth Management | 58.901.996 $ | +13.155.742 $ | +28,8 % | 45.746.254 $ | +2.461.267 $ | +5,7 % | 43.284.987 $ | +1.951.278 $ | +4,7 % | |||
| COLLECTIVE FAMILY OFFICE LLC | 58.275.394 $ | -271.903 $ | -0,5 % | 58.547.297 $ | +6.052.245 $ | +11,5 % | 52.495.052 $ | +3.461.998 $ | +7,1 % | 49.033.054 $ | +1.127.848 $ | +2,4 % |
| Wilkerson Advisory Group LLC | 57.986.260 $ | +2.243.914 $ | +4,0 % | 55.742.346 $ | +6.004.437 $ | +12,1 % | 49.737.909 $ | +7.703.045 $ | +18,3 % | 42.034.864 $ | ||
| Henderson Brothers Financial Partners, LLC | 32.389.399 $ | -25.471.975 $ | -44,0 % | 57.861.374 $ | ||||||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 57.823.853 $ | +16.190.186 $ | +38,9 % | 41.633.667 $ | +3.710.906 $ | +9,8 % | 37.922.761 $ | +2.963.371 $ | +8,5 % | |||
| Venturi Wealth Management, LLC | 57.813.008 $ | +7.490.358 $ | +14,9 % | 50.322.650 $ | +7.258.768 $ | +16,9 % | 43.063.882 $ | -5.072.568 $ | -10,5 % | |||
| Financial Partners Group, Inc | 57.762.451 $ | +351.107 $ | +0,6 % | 57.411.344 $ | +9.774.335 $ | +20,5 % | 47.637.009 $ | +2.234.160 $ | +4,9 % | 45.402.849 $ | +3.914.852 $ | +9,4 % |
| Oak Wealth Advisors LLC | 56.148.943 $ | +5.323.321 $ | +10,5 % | 50.825.622 $ | +2.334.522 $ | +4,8 % | 48.491.100 $ | +45.113 $ | +0,1 % | |||
| Horizon Investments, LLC | 12.741.949 $ | -39.939.494 $ | -75,8 % | 52.681.443 $ | -3.082.056 $ | -5,5 % | 55.763.499 $ | +21.591.292 $ | +63,2 % | |||
| Meritas Wealth Management, LLC | 55.682.905 $ | +2.096.208 $ | +3,9 % | 53.586.697 $ | +9.621.306 $ | +21,9 % | 43.965.391 $ | +7.664.118 $ | +21,1 % | 36.301.273 $ | +3.623.500 $ | +11,1 % |
| FIDELITY D & D BANCORP INC | 55.412.246 $ | +9.772.418 $ | +21,4 % | 45.639.828 $ | +7.553.702 $ | +19,8 % | 38.086.126 $ | +8.957.235 $ | +30,8 % | |||
| WADDELL & ASSOCIATES, LLC | 54.791.792 $ | +8.828.951 $ | +19,2 % | 45.962.841 $ | +3.221.005 $ | +7,5 % | 42.741.836 $ | +1.133.803 $ | +2,7 % | |||
| LIBRA WEALTH LLC | 54.667.143 $ | +5.120.095 $ | +10,3 % | 49.547.048 $ | +5.131.783 $ | +11,6 % | 44.415.265 $ | +7.006.114 $ | +18,7 % | |||
| Gateway Wealth Partners, LLC | 32.102.510 $ | -22.501.481 $ | -41,2 % | 54.603.991 $ | +31.934.645 $ | +140,9 % | 22.669.346 $ | +1.146.208 $ | +5,3 % | |||
| World Investment Advisors | 53.979.326 $ | +68.174 $ | +0,1 % | 53.911.152 $ | +12.277.413 $ | +29,5 % | 41.633.739 $ | +7.342.495 $ | +21,4 % | |||
| FIRST CITIZENS BANK & TRUST CO | 41.673.600 $ | -11.902.834 $ | -22,2 % | 53.576.434 $ | +8.231.151 $ | +18,2 % | 45.345.283 $ | -860.427 $ | -1,9 % | 46.205.710 $ | +1.929.094 $ | +4,4 % |
| Flagstone Financial Management | 52.676.630 $ | +4.890.675 $ | +10,2 % | 47.785.955 $ | +2.118.482 $ | +4,6 % | 45.667.473 $ | +930.842 $ | +2,1 % | |||
| MFA WEALTH ADVISORS, LLC | 51.656.317 $ | -967.961 $ | -1,8 % | 52.624.278 $ | +20.657.771 $ | +64,6 % | 31.966.507 $ | +3.196.279 $ | +11,1 % | 28.770.228 $ | +1.384.980 $ | +5,1 % |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 52.443.561 $ | +524.378 $ | +1,0 % | 51.919.183 $ | +16.563.815 $ | +46,8 % | 35.355.368 $ | +2.611.952 $ | +8,0 % | 32.743.416 $ | -4.110.949 $ | -11,2 % |
| Compass Ion Advisors, LLC | 52.020.207 $ | +368.933 $ | +0,7 % | 51.651.274 $ | +4.401.072 $ | +9,3 % | 47.250.202 $ | +2.859.856 $ | +6,4 % | 44.390.346 $ | +3.380.156 $ | +8,2 % |
| Robertson Stephens Wealth Management, LLC | 51.883.697 $ | +309.329 $ | +0,6 % | 51.574.368 $ | +21.938.272 $ | +74,0 % | 29.636.096 $ | +10.566.532 $ | +55,4 % | 19.069.564 $ | +18.086.120 $ | +1.839,1 % |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 51.641.361 $ | +3.812.086 $ | +8,0 % | 47.829.275 $ | +1.650.957 $ | +3,6 % | 46.178.318 $ | +849.584 $ | +1,9 % | |||
| 3EDGE Asset Management, LP | 51.158.711 $ | +16.577.711 $ | +47,9 % | 34.581.000 $ | ||||||||
| NATIXIS ADVISORS, LLC | 50.907.000 $ | +20.918.000 $ | +69,8 % | 29.989.000 $ | +12.150.000 $ | +68,1 % | 17.839.000 $ | +6.014.000 $ | +50,9 % | |||
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 50.720.254 $ | +3.147.512 $ | +6,6 % | 47.572.742 $ | +27.612.349 $ | +138,3 % | 19.960.393 $ | +1.252.688 $ | +6,7 % | |||
| Compound Planning, Inc. | 50.212.083 $ | +7.238.942 $ | +16,8 % | 42.973.141 $ | +4.566.327 $ | +11,9 % | 38.406.814 $ | +10.271.199 $ | +36,5 % | |||
| Quantinno Capital Management LP | 50.197.949 $ | +15.488.704 $ | +44,6 % | 34.709.245 $ | +4.795.277 $ | +16,0 % | 29.913.968 $ | +19.928.359 $ | +199,6 % | |||
| 55 North Private Wealth, LLC | 50.096.796 $ | +3.663.127 $ | +7,9 % | 46.433.669 $ | +8.194.010 $ | +21,4 % | 38.239.659 $ | +1.722.750 $ | +4,7 % | 36.516.909 $ | ||
| Torren Management, LLC | 44.495.085 $ | +2.250.642 $ | +5,3 % | 42.244.443 $ | -7.843.118 $ | -15,7 % | 50.087.561 $ | |||||
| Peirce Capital Management, LLC | 49.440.635 $ | -538.380 $ | -1,1 % | 49.979.015 $ | +23.734.191 $ | +90,4 % | 26.244.824 $ | -185.976 $ | -0,7 % | 26.430.800 $ | +895.945 $ | +3,5 % |
| Networth Advisors, LLC | 49.591.722 $ | +12.286.254 $ | +32,9 % | 37.305.468 $ | +729.092 $ | +2,0 % | 36.576.376 $ | |||||
| CVA Family Office, LLC | 49.363.522 $ | +5.287.030 $ | +12,0 % | 44.076.492 $ | +7.609.717 $ | +20,9 % | 36.466.775 $ | +7.517.250 $ | +26,0 % | |||
| Financial Futures Ltd Liability Co. | 48.973.248 $ | +961.197 $ | +2,0 % | 48.012.051 $ | +5.612.974 $ | +13,2 % | 42.399.077 $ | +3.853.279 $ | +10,0 % | 38.545.798 $ | +3.052.217 $ | +8,6 % |
| Wealth Architects, LLC | 48.685.141 $ | +2.981.500 $ | +6,5 % | 45.703.641 $ | +3.268.322 $ | +7,7 % | 42.435.319 $ | +4.277.203 $ | +11,2 % | |||
| Atria Investments, Inc | 48.647.491 $ | +555.999 $ | +1,2 % | 48.091.492 $ | +4.897.502 $ | +11,3 % | 43.193.990 $ | -1.763.129 $ | -3,9 % | 44.957.119 $ | +2.758.048 $ | +6,5 % |
| Invariant Investment Management | 42.698.130 $ | +1.044.278 $ | +2,5 % | 41.653.852 $ | -6.842.509 $ | -14,1 % | 48.496.361 $ | +5.572.778 $ | +13,0 % | 42.923.583 $ | ||
| Merit Financial Group, LLC | 48.195.001 $ | +11.895.480 $ | +32,8 % | 36.299.521 $ | +7.976.148 $ | +28,2 % | 28.323.373 $ | +7.530.096 $ | +36,2 % | |||
| Fort Vancouver Investment Management, LLC | 48.130.746 $ | +2.885.960 $ | +6,4 % | 45.244.786 $ | +3.469.778 $ | +8,3 % | 41.775.008 $ | +1.659.121 $ | +4,1 % | |||
| MEANS INVESTMENT CO., INC. | 48.063.634 $ | +4.535.260 $ | +10,4 % | 43.528.374 $ | +3.082.673 $ | +7,6 % | 40.445.701 $ | +1.783.035 $ | +4,6 % | |||
| Oakwell Private Wealth Management, LLC | 47.794.566 $ | +451.496 $ | +1,0 % | 47.343.070 $ | +6.396.666 $ | +15,6 % | 40.946.404 $ | +2.856.885 $ | +7,5 % | |||
| Yardley Wealth Management LLC | 47.520.673 $ | +883.549 $ | +1,9 % | 46.637.124 $ | +4.975.071 $ | +11,9 % | 41.662.053 $ | +2.353.896 $ | +6,0 % | 39.308.157 $ | +1.575.394 $ | +4,2 % |
| Leading Edge Financial Planning LLC | 46.329.554 $ | +3.103.218 $ | +7,2 % | 43.226.336 $ | +7.775.338 $ | +21,9 % | 35.450.998 $ | +5.167.005 $ | +17,1 % | 30.283.993 $ | +3.590.795 $ | +13,5 % |
| LexAurum Advisors, LLC | 46.318.558 $ | +1.979.600 $ | +4,5 % | 44.338.958 $ | +4.314.673 $ | +10,8 % | 40.024.285 $ | +4.832.727 $ | +13,7 % | |||
| Austin Wealth Management, LLC | 40.643.467 $ | +4.536.052 $ | +12,6 % | 36.107.415 $ | -9.898.065 $ | -21,5 % | 46.005.480 $ | +5.960.727 $ | +14,9 % | |||
| Aprio Wealth Management, LLC | 45.946.941 $ | +4.296.870 $ | +10,3 % | 41.650.071 $ | +5.696.212 $ | +15,8 % | 35.953.859 $ | +32.017.691 $ | +813,4 % | |||
| Waterloo Capital, L.P. | 45.870.489 $ | |||||||||||
| Next Level Private LLC | 45.629.695 $ | +1.453.129 $ | +3,3 % | 44.176.566 $ | +6.616.899 $ | +17,6 % | 37.559.667 $ | +3.139.308 $ | +9,1 % | 34.420.359 $ | +13.503.304 $ | +64,6 % |
| EXCHANGE TRADED CONCEPTS, LLC | 45.596.676 $ | +2.812.469 $ | +6,6 % | 42.784.207 $ | +6.776.805 $ | +18,8 % | 36.007.402 $ | +1.456.866 $ | +4,2 % | |||
| Intergy Private Wealth, LLC | 45.536.471 $ | +2.443.851 $ | +5,7 % | 43.092.620 $ | +20.108.886 $ | +87,5 % | 22.983.734 $ | +2.311.215 $ | +11,2 % | 20.672.519 $ | +1.059.350 $ | +5,4 % |
| ShoreHaven Wealth Partners, LLC | 45.465.921 $ | +1.671.288 $ | +3,8 % | 43.794.633 $ | +4.909.034 $ | +12,6 % | 38.885.599 $ | +1.753.669 $ | +4,7 % | 37.131.930 $ | +7.715.750 $ | +26,2 % |
| Wedmont Private Capital | 45.350.896 $ | +930.607 $ | +2,1 % | 44.420.289 $ | +7.893.781 $ | +21,6 % | 36.526.508 $ | +2.377.490 $ | +7,0 % | 34.149.018 $ | +2.502.954 $ | +7,9 % |
| HMV Wealth Advisors, LLC | 45.159.976 $ | +2.730.196 $ | +6,4 % | 42.429.780 $ | +5.126.900 $ | +13,7 % | 37.302.880 $ | +4.537.498 $ | +13,8 % | |||
| Apeiron RIA LLC | 44.132.760 $ | -560.838 $ | -1,3 % | 44.693.598 $ | +3.714.233 $ | +9,1 % | 40.979.365 $ | -1.856.788 $ | -4,3 % | 42.836.153 $ | +6.153.044 $ | +16,8 % |
| Three Cord True Wealth Management, LLC | 44.485.567 $ | +7.207.817 $ | +19,3 % | 37.277.750 $ | +4.362.433 $ | +13,3 % | 32.915.317 $ | +4.379.076 $ | +15,3 % | |||
| Shotwell Rutter Baer Inc | 42.740.042 $ | -1.671.675 $ | -3,8 % | 44.411.717 $ | +4.492.445 $ | +11,3 % | 39.919.272 $ | +1.445.261 $ | +3,8 % | 38.474.011 $ | +3.233.116 $ | +9,2 % |
| COMMERCE BANK | 44.218.535 $ | +15.244.933 $ | +52,6 % | 28.973.602 $ | +28.584.549 $ | +7.347,2 % | 389.053 $ | -299.378 $ | -43,5 % | |||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43.576.193 $ | +27.114.876 $ | +164,7 % | 16.461.317 $ | -5.138.868 $ | -23,8 % | 21.600.185 $ | +9.707.594 $ | +81,6 % | |||
| GRAND WEALTH MANAGEMENT, LLC | 43.560.305 $ | +6.698.799 $ | +18,2 % | 36.861.506 $ | +335.105 $ | +0,9 % | 36.526.401 $ | +2.446.360 $ | +7,2 % | |||
| Tulsa Wealth Advisors, INC | 43.463.994 $ | +10.551.815 $ | +32,1 % | 32.912.179 $ | ||||||||
| Greenspring Advisors, LLC | 43.426.706 $ | +3.720.042 $ | +9,4 % | 39.706.664 $ | +2.068.052 $ | +5,5 % | 37.638.612 $ | +28.024.952 $ | +291,5 % | |||
| MASON STREET ADVISORS, LLC | 43.308.332 $ | |||||||||||
| Mraz, Amerine & Associates, Inc. | 43.228.753 $ | +4.208.846 $ | +10,8 % | 39.019.907 $ | +2.733.058 $ | +7,5 % | 36.286.849 $ | +1.779.609 $ | +5,2 % | |||
| Harbor Group, Inc. | 43.178.577 $ | +290.944 $ | +0,7 % | 42.887.633 $ | +6.880.658 $ | +19,1 % | 36.006.975 $ | +4.855.800 $ | +15,6 % | 31.151.175 $ | +925.456 $ | +3,1 % |
| Parkshore Wealth Management, Inc. | 43.095.458 $ | +1.998.275 $ | +4,9 % | 41.097.183 $ | +4.840.616 $ | +13,4 % | 36.256.567 $ | +4.348.640 $ | +13,6 % | 31.907.927 $ | +2.775.257 $ | +9,5 % |
| Concord Wealth Partners | 42.848.262 $ | +5.808.471 $ | +15,7 % | 37.039.791 $ | +2.462.755 $ | +7,1 % | 34.577.036 $ | +2.471.297 $ | +7,7 % | |||
| Procyon Advisors, LLC | 41.986.768 $ | -789.256 $ | -1,8 % | 42.776.024 $ | +6.380.636 $ | +17,5 % | 36.395.388 $ | +1.459.278 $ | +4,2 % | 34.936.110 $ | -8.046 $ | -0,0 % |
| Bogart Wealth, LLC | 42.649.376 $ | +7.116.162 $ | +20,0 % | 35.533.214 $ | +1.701.440 $ | +5,0 % | 33.831.774 $ | +33.615.588 $ | +15.549,4 % | |||
| Intrua Financial, LLC | 42.439.661 $ | +6.320.148 $ | +17,5 % | 36.119.513 $ | +74.090 $ | +0,2 % | 36.045.423 $ | +1.368.969 $ | +3,9 % | |||
| JOURNEY STRATEGIC WEALTH LLC | 42.260.352 $ | +10.053.480 $ | +31,2 % | 32.206.872 $ | -24.081.927 $ | -42,8 % | ||||||
| True North Advisors, LLC | 42.140.983 $ | +3.194.785 $ | +8,2 % | 38.946.198 $ | +15.298.230 $ | +64,7 % | 23.647.968 $ | +14.279.996 $ | +152,4 % | 9.367.972 $ | +1.550.058 $ | +19,8 % |
| MB Generational Wealth, LLC | 42.003.277 $ | +4.812.245 $ | +12,9 % | 37.191.032 $ | +2.360.229 $ | +6,8 % | 34.830.803 $ | +1.940.933 $ | +5,9 % | |||
| Capital Analysts, LLC | 41.966.000 $ | +7.695.000 $ | +22,5 % | 34.271.000 $ | +16.206.000 $ | +89,7 % | 18.065.000 $ | +2.136.000 $ | +13,4 % | |||
| Betterment LLC | 41.920.000 $ | +5.005.000 $ | +13,6 % | 36.915.000 $ | +4.121.000 $ | +12,6 % | 32.794.000 $ | -290.000 $ | -0,9 % | |||
| Gallagher Fiduciary Advisors, LLC | 41.664.569 $ | +4.759.252 $ | +12,9 % | 36.905.317 $ | +1.686.992 $ | +4,8 % | 35.218.325 $ | +2.572.630 $ | +7,9 % | |||
| NOTTINGHAM ADVISORS, INC. | 41.657.517 $ | +1.617.127 $ | +4,0 % | 40.040.390 $ | +2.133.216 $ | +5,6 % | 37.907.174 $ | +531.622 $ | +1,4 % | |||
| Northwest Financial Advisors | 41.499.949 $ | +40.988.478 $ | +8.013,8 % | 511.471 $ | +38.514 $ | +8,1 % | 472.957 $ | +185.723 $ | +64,7 % | |||
| SAGE RHINO CAPITAL LLC | 41.312.080 $ | +2.087.881 $ | +5,3 % | 39.224.199 $ | +2.110.868 $ | +5,7 % | 37.113.331 $ | +957.119 $ | +2,6 % | |||
| Elser Financial Planning, Inc | 41.197.186 $ | +40.660.305 $ | +7.573,4 % | 536.881 $ | ||||||||
| Rialto Wealth Management, LLC | 40.824.085 $ | +4.846.067 $ | +13,5 % | 35.978.018 $ | +10.962.937 $ | +43,8 % | 25.015.081 $ | +3.874.100 $ | +18,3 % | |||
| ORRSTOWN FINANCIAL SERVICES INC | 36.614.983 $ | -3.977.055 $ | -9,8 % | 40.592.038 $ | +4.411.235 $ | +12,2 % | 36.180.803 $ | +1.437.644 $ | +4,1 % | 34.743.159 $ | +1.068.477 $ | +3,2 % |
| Concord Asset Management, LLC/VA | 40.518.632 $ | +4.910.505 $ | +13,8 % | 35.608.127 $ | +2.689.318 $ | +8,2 % | 32.918.809 $ | +1.973.173 $ | +6,4 % | |||
| Ocean Park Asset Management, LLC | 23.206.818 $ | +2.580.605 $ | +12,5 % | 20.626.213 $ | +14.090.366 $ | +215,6 % | 6.535.847 $ | -33.799.905 $ | -83,8 % | 40.335.752 $ | +44.036 $ | +0,1 % |
| Mason & Associates Inc | 40.189.730 $ | +4.948.786 $ | +14,0 % | 35.240.944 $ | +1.537.042 $ | +4,6 % | 33.703.902 $ | +2.307.903 $ | +7,4 % | |||
| Creative Capital Management Investments LLC | 39.891.822 $ | +5.423.700 $ | +15,7 % | 34.468.122 $ | +2.558.843 $ | +8,0 % | 31.909.279 $ | +1.666.359 $ | +5,5 % | |||
| Kelman-Lazarov, Inc. | 39.817.348 $ | +2.025.033 $ | +5,4 % | 37.792.315 $ | +3.507.773 $ | +10,2 % | 34.284.542 $ | +21.408.741 $ | +166,3 % | |||
| Freedom Financial Partners LLC | 39.775.316 $ | +2.078.970 $ | +5,5 % | 37.696.346 $ | +4.748.054 $ | +14,4 % | 32.948.292 $ | +2.172.467 $ | +7,1 % | 30.775.825 $ | +2.018.369 $ | +7,0 % |
| Bare Financial Services, Inc | 39.618.993 $ | +5.207.973 $ | +15,1 % | 34.411.020 $ | +3.445.443 $ | +11,1 % | 30.965.577 $ | +1.620.881 $ | +5,5 % | |||
| ARQ WEALTH ADVISORS, LLC | 39.344.950 $ | +11.923.323 $ | +43,5 % | 27.421.627 $ | +2.289.727 $ | +9,1 % | 25.131.900 $ | +1.885.334 $ | +8,1 % | |||
| Indivisible Partners | 39.251.289 $ | +3.318.387 $ | +9,2 % | 35.932.902 $ | +2.609.798 $ | +7,8 % | 33.323.104 $ | |||||
| ECLECTIC ASSOCIATES INC /ADV | 38.246.150 $ | -910.580 $ | -2,3 % | 39.156.730 $ | +8.906.961 $ | +29,4 % | 30.249.769 $ | +10.118.228 $ | +50,3 % | 20.131.541 $ | +8.536.677 $ | +73,6 % |
| RVW Wealth, LLC | 38.949.420 $ | +9.269.954 $ | +31,2 % | 29.679.466 $ | +1.789.350 $ | +6,4 % | 27.890.116 $ | +50.288 $ | +0,2 % | 27.839.828 $ | +280.788 $ | +1,0 % |
| WEST PACES ADVISORS INC. | 38.339.135 $ | -432.470 $ | -1,1 % | 38.771.605 $ | +5.617.674 $ | +16,9 % | 33.153.931 $ | +1.871.323 $ | +6,0 % | 31.282.608 $ | +959.447 $ | +3,2 % |
| CENTRAL TRUST Co | 38.755.693 $ | +8.286.585 $ | +27,2 % | 30.469.108 $ | +13.063.202 $ | +75,1 % | 17.405.906 $ | +5.902.236 $ | +51,3 % | |||
| Flaharty Asset Management, LLC | 3.462.579 $ | -35.198.301 $ | -91,0 % | 38.660.880 $ | +478.080 $ | +1,3 % | 38.182.800 $ | +18.026.066 $ | +89,4 % | |||
| Stratos Investment Management, LLC | 26.446.821 $ | +1.086.793 $ | +4,3 % | 25.360.028 $ | -13.278.294 $ | -34,4 % | 38.638.322 $ | +1.625.450 $ | +4,4 % | |||
| Goldstein Advisors, LLC | 38.613.697 $ | +14.551.099 $ | +60,5 % | 24.062.598 $ | +1.924.595 $ | +8,7 % | 22.138.003 $ | -11.923.469 $ | -35,0 % | 34.061.472 $ | -3.239.795 $ | -8,7 % |
| Pearl Planning LLC | 38.391.962 $ | +6.481.190 $ | +20,3 % | 31.910.772 $ | +5.084.930 $ | +19,0 % | 26.825.842 $ | +3.225.701 $ | +13,7 % | 23.600.141 $ | ||
| ELEVATION POINT WEALTH PARTNERS, LLC | 38.389.786 $ | +18.613.068 $ | +94,1 % | 19.776.718 $ | ||||||||
| Marietta Wealth Management, LLC | 36.205.433 $ | -2.041.723 $ | -5,3 % | 38.247.156 $ | +4.904.994 $ | +14,7 % | 33.342.162 $ | +912.258 $ | +2,8 % | 32.429.904 $ | +19.584.589 $ | +152,5 % |
| Bauman Advisory Group, LLC | 38.175.728 $ | +17.657.093 $ | +86,1 % | 20.518.635 $ | +16.042.409 $ | +358,4 % | 4.476.226 $ | |||||
| Burk Holdings LLC | 38.154.161 $ | +7.938.242 $ | +26,3 % | 30.215.919 $ | +2.602.009 $ | +9,4 % | 27.613.910 $ | +1.960.321 $ | +7,6 % | |||
| Diversify Advisory Services, LLC | 38.113.944 $ | +1.117.611 $ | +3,0 % | 36.996.333 $ | +35.870.163 $ | +3.185,1 % | 1.126.170 $ | -264.559 $ | -19,0 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 38.113.944 $ | +1.117.611 $ | +3,0 % | 36.996.333 $ | +4.004.244 $ | +12,1 % | 32.992.089 $ | +14.935.380 $ | +82,7 % | 18.056.709 $ | +3.696.345 $ | +25,7 % |
| Oceanside Advisors LLC | 37.908.450 $ | +3.866.977 $ | +11,4 % | 34.041.473 $ | +1.949.881 $ | +6,1 % | 32.091.592 $ | +810.920 $ | +2,6 % | |||
| TruWealth Advisors, LLC | 37.745.321 $ | +3.620.410 $ | +10,6 % | 34.124.911 $ | -26.156.771 $ | -43,4 % | ||||||
| Ritter Daniher Financial Advisory LLC / DE | 37.711.835 $ | +5.358.163 $ | +16,6 % | 32.353.672 $ | +722.236 $ | +2,3 % | 31.631.436 $ | -46.826 $ | -0,1 % | |||
| Physician Wealth Solutions Inc. | 34.567.083 $ | -3.006.381 $ | -8,0 % | 37.573.464 $ | +4.346.415 $ | +13,1 % | 33.227.049 $ | +5.392.721 $ | +19,4 % | 27.834.328 $ | +1.987.012 $ | +7,7 % |
| Capital Planning Advisors, LLC | 37.525.107 $ | +2.998.763 $ | +8,7 % | 34.526.344 $ | +1.867.621 $ | +5,7 % | ||||||
| Tortoise Investment Management, LLC | 37.475.597 $ | +3.921.005 $ | +11,7 % | 33.554.592 $ | +2.769.855 $ | +9,0 % | 30.784.737 $ | +958.318 $ | +3,2 % | |||
| Amplius Wealth Advisors, LLC | 37.136.796 $ | +2.126.174 $ | +6,1 % | 35.010.622 $ | +3.842.523 $ | +12,3 % | 31.168.099 $ | -211.757 $ | -0,7 % | 31.379.856 $ | +1.229.987 $ | +4,1 % |
| Armbruster Capital Management, Inc. | 37.067.077 $ | +83.761 $ | +0,2 % | 36.983.316 $ | +1.603.415 $ | +4,5 % | 35.379.901 $ | +1.317.673 $ | +3,9 % | 34.062.228 $ | +1.173.496 $ | +3,6 % |
| Ashurst Perkins Coie Trust Co | 36.845.800 $ | +2.701.065 $ | +7,9 % | 34.144.735 $ | +33.831.849 $ | +10.812,8 % | 312.886 $ | |||||
| Emprise Bank | 36.778.939 $ | +1.894.587 $ | +5,4 % | 34.884.352 $ | +2.198.721 $ | +6,7 % | 32.685.631 $ | +4.033.131 $ | +14,1 % | 28.652.500 $ | +1.954.336 $ | +7,3 % |
| CURIO WEALTH, LLC | 36.579.453 $ | +3.730.920 $ | +11,4 % | 32.848.533 $ | +2.251.921 $ | +7,4 % | 30.596.612 $ | +2.661.309 $ | +9,5 % | |||
| BAYSHORE ASSET MANAGEMENT, LLC | 36.321.527 $ | +2.684.932 $ | +8,0 % | 33.636.595 $ | +2.525.496 $ | +8,1 % | 31.111.099 $ | +820.624 $ | +2,7 % | |||
| OLD MISSION CAPITAL LLC | 23.814.004 $ | -12.229.178 $ | -33,9 % | 36.043.182 $ | +21.577.192 $ | +149,2 % | 14.465.990 $ | -12.141.485 $ | -45,6 % | |||
| PCG Wealth Advisors, LLC | 36.028.646 $ | +1.889.661 $ | +5,5 % | 34.138.985 $ | +3.754.569 $ | +12,4 % | 30.384.416 $ | -176.220 $ | -0,6 % | |||
| Private Wealth Management Group, LLC | 35.798.040 $ | +2.465.451 $ | +7,4 % | 33.332.589 $ | +1.397.012 $ | +4,4 % | 31.935.577 $ | +2.538.775 $ | +8,6 % | 29.396.802 $ | +1.238.049 $ | +4,4 % |
| IAG Wealth Partners, LLC | 35.627.230 $ | +6.090.701 $ | +20,6 % | 29.536.529 $ | +4.792.717 $ | +19,4 % | 24.743.812 $ | +1.760.778 $ | +7,7 % | |||
| Northland Capital Management LLC | 30.544.690 $ | +134.790 $ | +0,4 % | 30.409.900 $ | -5.162.029 $ | -14,5 % | 35.571.929 $ | +3.026.357 $ | +9,3 % | 32.545.572 $ | +4.586.663 $ | +16,4 % |
| PW ADVISORS, LLC \ FL | 35.568.908 $ | +4.795.403 $ | +15,6 % | 30.773.505 $ | +5.245.436 $ | +20,5 % | 25.528.069 $ | |||||
| Greenwich Wealth Management LLC | 35.471.000 $ | +4.043.000 $ | +12,9 % | 31.428.000 $ | +3.593.000 $ | +12,9 % | 27.835.000 $ | +5.397.000 $ | +24,1 % | |||
| EverSource Wealth Advisors, LLC | 32.352.537 $ | -3.000.883 $ | -8,5 % | 35.353.420 $ | +10.098.372 $ | +40,0 % | 25.255.048 $ | +4.109.108 $ | +19,4 % | |||
| Ferguson Johnson Wealth Management Inc | 35.253.000 $ | +3.377.000 $ | +10,6 % | 31.876.000 $ | +1.346.000 $ | +4,4 % | 30.530.000 $ | |||||
| Trailhead Planners LLC | 31.408.317 $ | -3.711.230 $ | -10,6 % | 35.119.547 $ | +1.736.856 $ | +5,2 % | 33.382.691 $ | |||||
| Quent Capital, LLC | 35.098.889 $ | +5.558.638 $ | +18,8 % | 29.540.251 $ | +3.916.188 $ | +15,3 % | 25.624.063 $ | +2.757.988 $ | +12,1 % | |||
| Waterfront Wealth Inc. | 34.813.229 $ | +7.416.775 $ | +27,1 % | 27.396.454 $ | +2.540.214 $ | +10,2 % | 24.856.240 $ | +3.551.205 $ | +16,7 % | |||
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 34.724.145 $ | +2.951.717 $ | +9,3 % | 31.772.428 $ | +2.287.936 $ | +7,8 % | 29.484.492 $ | +1.518.690 $ | +5,4 % | |||
| ERn Financial, LLC | 34.476.495 $ | +5.435.471 $ | +18,7 % | 29.041.024 $ | +830.063 $ | +2,9 % | 28.210.961 $ | +1.953.382 $ | +7,4 % | |||
| HTG Investment Advisors, Inc. | 34.459.443 $ | +4.036.458 $ | +13,3 % | 30.422.985 $ | +1.364.653 $ | +4,7 % | 29.058.332 $ | +1.905.909 $ | +7,0 % | |||
| COWA, LLC | 34.288.966 $ | +1.857.537 $ | +5,7 % | 32.431.429 $ | +2.510.087 $ | +8,4 % | 29.921.342 $ | +1.557.252 $ | +5,5 % | |||
| Magnus Financial Group LLC | 34.162.875 $ | +3.463.186 $ | +11,3 % | 30.699.689 $ | +18.546.606 $ | +152,6 % | 12.153.083 $ | -189.721 $ | -1,5 % | 12.342.804 $ | +1.619.986 $ | +15,1 % |
| Pine Harbor Wealth Management, LLC | 33.897.902 $ | +4.405.767 $ | +14,9 % | 29.492.135 $ | +2.527.981 $ | +9,4 % | 26.964.154 $ | +2.324.687 $ | +9,4 % | |||
| SAX WEALTH ADVISORS, LLC | 33.402.039 $ | +15.491.749 $ | +86,5 % | 17.910.290 $ | +4.435.377 $ | +32,9 % | 13.474.913 $ | -41.403 $ | -0,3 % | 13.516.316 $ | -2.475.840 $ | -15,5 % |
| Financial Enhancement Group LLC | 33.177.834 $ | +1.357.318 $ | +4,3 % | 31.820.516 $ | +2.073.722 $ | +7,0 % | 29.746.794 $ | +3.225.987 $ | +12,2 % | 26.520.807 $ | +1.763.695 $ | +7,1 % |
| Cascade Financial Partners, LLC | 33.037.617 $ | +7.395.877 $ | +28,8 % | 25.641.740 $ | +4.671.150 $ | +22,3 % | 20.970.590 $ | +2.430.440 $ | +13,1 % | |||
| Trellis Wealth Advisors LLC | 32.642.117 $ | -141.268 $ | -0,4 % | 32.783.385 $ | +2.801.610 $ | +9,3 % | 29.981.775 $ | +741.201 $ | +2,5 % | 29.240.574 $ | +638.079 $ | +2,2 % |
| ANDERSON HOAGLAND & CO | 32.782.458 $ | +903.580 $ | +2,8 % | 31.878.878 $ | +920.556 $ | +3,0 % | 30.958.322 $ | +1.423.621 $ | +4,8 % | 29.534.701 $ | +834.703 $ | +2,9 % |
| Ameritas Advisory Services, LLC | 32.692.441 $ | +22.830.765 $ | +231,5 % | 9.861.676 $ | +601.969 $ | +6,5 % | 9.259.707 $ | -7.557.677 $ | -44,9 % | |||
| Bleakley Financial Group, LLC | 32.572.755 $ | +4.352.052 $ | +15,4 % | 28.220.703 $ | +25.277.901 $ | +859,0 % | 2.942.802 $ | |||||
| FORTRESS FINANCIAL GROUP, LLC | 32.487.093 $ | +955.442 $ | +3,0 % | 31.531.651 $ | +30.600.909 $ | +3.287,8 % | 930.742 $ | +676.511 $ | +266,1 % | 254.231 $ | ||
| D L CARLSON INVESTMENT GROUP INC | 32.463.368 $ | +3.797.598 $ | +13,2 % | 28.665.770 $ | +5.120.019 $ | +21,7 % | 23.545.751 $ | +2.315.234 $ | +10,9 % | |||
| McIlrath & Eck, LLC | 32.460.163 $ | +604.714 $ | +1,9 % | |||||||||
| Passive Capital Management, LLC. | 31.094.412 $ | -1.311.976 $ | -4,0 % | 32.406.388 $ | +1.311.976 $ | +4,2 % | 31.094.412 $ | +1.337.483 $ | +4,5 % | |||
| Apollon Financial, LLC | 32.403.844 $ | +2.678.327 $ | +9,0 % | 29.725.517 $ | +5.052.426 $ | +20,5 % | 24.673.091 $ | +4.408.887 $ | +21,8 % | 20.264.204 $ | +2.389.508 $ | +13,4 % |
| EAGLE WEALTH STRATEGIES LLC | 29.782.135 $ | -2.553.734 $ | -7,9 % | 32.335.869 $ | +2.854.093 $ | +9,7 % | 29.481.776 $ | +1.842.734 $ | +6,7 % | 27.639.042 $ | +297.633 $ | +1,1 % |
| Aptus Capital Advisors, LLC | 32.289.458 $ | +8.765.080 $ | +37,3 % | 23.524.378 $ | +20.898.258 $ | +795,8 % | 2.626.120 $ | +2.043.895 $ | +351,0 % | |||
| EJMK Ventures LLC | 32.184.447 $ | +3.646.439 $ | +12,8 % | 28.538.008 $ | +12.845.668 $ | +81,9 % | 15.692.340 $ | +8.543.895 $ | +119,5 % | 7.148.445 $ | ||
| Advisor OS, LLC | 32.176.499 $ | +8.511.925 $ | +36,0 % | 23.664.574 $ | +15.021.650 $ | +173,8 % | 8.642.924 $ | -265.123 $ | -3,0 % | |||
| Broadway Wealth Solutions, Inc. | 32.147.834 $ | +1.474.368 $ | +4,8 % | 30.673.466 $ | +3.598.346 $ | +13,3 % | 27.075.120 $ | +1.163.022 $ | +4,5 % | 25.912.098 $ | +2.161.711 $ | +9,1 % |
| Stratos Wealth Partners, LTD. | 26.812.222 $ | -4.800.727 $ | -15,2 % | 31.612.949 $ | +2.650.120 $ | +9,2 % | 28.962.829 $ | +2.098.111 $ | +7,8 % | |||
| Fortitude Family Office, LLC | 31.566.851 $ | +1.364.770 $ | +4,5 % | 30.202.081 $ | +3.381.496 $ | +12,6 % | 26.820.585 $ | +3.053.729 $ | +12,8 % | 23.766.856 $ | +3.019.466 $ | +14,6 % |
| Kings Path Partners LLC | 30.520.769 $ | -1.025.967 $ | -3,3 % | 31.546.736 $ | +7.505.597 $ | +31,2 % | 24.041.139 $ | +994.214 $ | +4,3 % | 23.046.925 $ | +2.150.722 $ | +10,3 % |
| Higgins & Schmidt Wealth Strategies LLC | 31.449.094 $ | +3.596.992 $ | +12,9 % | 27.852.102 $ | +2.554.514 $ | +10,1 % | 25.297.588 $ | +2.246.681 $ | +9,7 % | |||
| Stratos Wealth Advisors, LLC | 31.208.931 $ | +4.366.335 $ | +16,3 % | 26.842.596 $ | +8.426.825 $ | +45,8 % | 18.415.771 $ | +569.801 $ | +3,2 % | |||
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 31.186.588 $ | +1.152.683 $ | +3,8 % | 30.033.905 $ | +2.429.243 $ | +8,8 % | 27.604.662 $ | +2.284.547 $ | +9,0 % | 25.320.115 $ | +1.319.579 $ | +5,5 % |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 30.427.871 $ | -457.525 $ | -1,5 % | 30.885.396 $ | +3.566.406 $ | +13,1 % | 27.318.990 $ | +848.464 $ | +3,2 % | |||
| Porter White Investment Advisors, Inc. | 30.801.082 $ | +2.955.596 $ | +10,6 % | 27.845.486 $ | +5.056.349 $ | +22,2 % | 22.789.137 $ | +1.556.983 $ | +7,3 % | 21.232.154 $ | +883.721 $ | +4,3 % |
| BetterWealth, LLC | 29.507.837 $ | -993.969 $ | -3,3 % | 30.501.806 $ | +3.620.059 $ | +13,5 % | 26.881.747 $ | +2.164.996 $ | +8,8 % | 24.716.751 $ | +1.733.606 $ | +7,5 % |
| Pasadena Private Wealth, LLC | 29.031.457 $ | +3.405.968 $ | +13,3 % | 25.625.489 $ | -4.873.472 $ | -16,0 % | 30.498.961 $ | +799.892 $ | +2,7 % | |||
| SEARCY FINANCIAL SERVICES INC /ADV | 30.196.672 $ | -267.528 $ | -0,9 % | 30.464.200 $ | +1.339.284 $ | +4,6 % | 29.124.916 $ | |||||
| Centennial Wealth Advisory LLC | 30.021.086 $ | -253.991 $ | -0,8 % | 30.275.077 $ | +1.216.772 $ | +4,2 % | 29.058.305 $ | +3.298.199 $ | +12,8 % | 25.760.106 $ | +1.761.647 $ | +7,3 % |
| LIFELONG WEALTH ADVISORS, INC. | 28.478.524 $ | -1.744.464 $ | -5,8 % | 30.222.988 $ | +2.210.022 $ | +7,9 % | 28.012.966 $ | +2.122.011 $ | +8,2 % | 25.890.955 $ | +3.140.507 $ | +13,8 % |
| D'Orazio & Associates, Inc. | 30.046.269 $ | +7.582.389 $ | +33,8 % | 22.463.880 $ | +2.744.963 $ | +13,9 % | 19.718.917 $ | +1.249.839 $ | +6,8 % | |||
| Hamilton Point Investment Advisors, LLC | 29.974.261 $ | +4.828.155 $ | +19,2 % | 25.146.106 $ | +11.023.281 $ | +78,1 % | 14.122.825 $ | +705.739 $ | +5,3 % | |||
| BOYUM WEALTH ARCHITECTS LLC | 29.968.606 $ | +1.012.672 $ | +3,5 % | 28.955.934 $ | +1.003.301 $ | +3,6 % | 27.952.633 $ | +9.070.178 $ | +48,0 % | 18.882.455 $ | +7.419.507 $ | +64,7 % |
| Advisory Services Network, LLC | 29.936.646 $ | +3.350.687 $ | +12,6 % | 26.585.959 $ | +896.216 $ | +3,5 % | 25.689.743 $ | +1.232.136 $ | +5,0 % | |||
| POINCIANA ADVISORS GROUP, LLC | 15.322.866 $ | -14.459.260 $ | -48,6 % | 29.782.126 $ | +1.799.115 $ | +6,4 % | 27.983.011 $ | +1.578.532 $ | +6,0 % | |||
| Cooper Financial Group | 29.526.169 $ | +459.908 $ | +1,6 % | 29.066.261 $ | +11.849.004 $ | +68,8 % | 17.217.257 $ | +1.837.534 $ | +11,9 % | 15.379.723 $ | +7.513.093 $ | +95,5 % |
| STOLZ & ASSOCIATES, PS | 29.504.769 $ | +2.612.474 $ | +9,7 % | 26.892.295 $ | +3.003.775 $ | +12,6 % | 23.888.520 $ | |||||
| Angeles Investment Advisors, LLC | 14.525.664 $ | -14.938.029 $ | -50,7 % | 29.463.693 $ | ||||||||
| Lutz Financial Services LLC | 29.461.305 $ | +2.748.237 $ | +10,3 % | 26.713.068 $ | +1.287.790 $ | +5,1 % | 25.425.278 $ | +2.747.765 $ | +12,1 % | |||
| Brady Martz Wealth Solutions, LLC | 29.456.787 $ | +1.677.457 $ | +6,0 % | 27.779.330 $ | +2.997.567 $ | +12,1 % | 24.781.763 $ | +256.761 $ | +1,0 % | |||
| Trilogy Capital Inc. | 29.260.090 $ | +242.585 $ | +0,8 % | 29.017.505 $ | +5.091.349 $ | +21,3 % | 23.926.156 $ | +2.942.181 $ | +14,0 % | 20.983.975 $ | +425.004 $ | +2,1 % |
| Steward Partners Investment Advisory, LLC | 29.170.250 $ | +4.918.748 $ | +20,3 % | 24.251.502 $ | +7.509.785 $ | +44,9 % | 16.741.717 $ | +1.244.536 $ | +8,0 % | |||
| New England Capital Financial Advisors LLC | 29.142.695 $ | +5.024.464 $ | +20,8 % | 24.118.231 $ | +1.833.754 $ | +8,2 % | 22.284.477 $ | +688.802 $ | +3,2 % | |||
| Elyxium Wealth, LLC | 28.956.079 $ | +17.335.729 $ | +149,2 % | 11.620.350 $ | +2.956.411 $ | +34,1 % | 8.663.939 $ | +8.253.838 $ | +2.012,6 % | |||
| Trace Wealth Advisors, LLC | 28.897.112 $ | +3.754.714 $ | +14,9 % | 25.142.398 $ | +500.043 $ | +2,0 % | 24.642.355 $ | +775.661 $ | +3,2 % | |||
| Factor Wealth Management LTD | 28.879.127 $ | +1.386.627 $ | +5,0 % | 27.492.500 $ | +4.309.669 $ | +18,6 % | 23.182.831 $ | +2.443.923 $ | +11,8 % | 20.738.908 $ | +4.363.434 $ | +26,6 % |
| VISIONARY HORIZONS, LLC | 28.469.345 $ | -324.893 $ | -1,1 % | 28.794.238 $ | +8.323.478 $ | +40,7 % | 20.470.760 $ | +5.547.770 $ | +37,2 % | 14.922.990 $ | +662.650 $ | +4,6 % |
| Heirloom Wealth Management | 28.733.195 $ | +24.021.294 $ | +509,8 % | 4.711.901 $ | +807.819 $ | +20,7 % | 3.904.082 $ | +853.220 $ | +28,0 % | 3.050.862 $ | +342.225 $ | +12,6 % |
| Quadcap Wealth Management, LLC | 28.723.645 $ | +5.351.070 $ | +22,9 % | 23.372.575 $ | +2.555.948 $ | +12,3 % | 20.816.627 $ | +1.702.717 $ | +8,9 % | |||
| ELEVATION WEALTH PARTNERS, LLC | 28.719.733 $ | +311.131 $ | +1,1 % | 28.408.602 $ | +3.545.955 $ | +14,3 % | 24.862.647 $ | +988.246 $ | +4,1 % | 23.874.401 $ | +1.915.864 $ | +8,7 % |
| FAMILY WEALTH PARTNERS, LLC | 28.635.008 $ | +1.107.112 $ | +4,0 % | 27.527.896 $ | +3.322.189 $ | +13,7 % | 24.205.707 $ | +3.879.044 $ | +19,1 % | 20.326.663 $ | +225.317 $ | +1,1 % |
| Independence Bank of Kentucky | 28.616.419 $ | +6.528.684 $ | +29,6 % | 22.087.735 $ | +7.113.058 $ | +47,5 % | 14.974.677 $ | +5.960.277 $ | +66,1 % | |||
| EnRich Financial Partners LLC | 28.515.852 $ | -95.884 $ | -0,3 % | 28.611.736 $ | +6.382.635 $ | +28,7 % | 22.229.101 $ | +3.353.466 $ | +17,8 % | 18.875.635 $ | +2.451.304 $ | +14,9 % |
| WorthPointe, LLC | 28.445.290 $ | +3.622.385 $ | +14,6 % | 24.822.905 $ | -18.542 $ | -0,1 % | 24.841.447 $ | +1.542.023 $ | +6,6 % | |||
| WealthCollab, LLC | 28.390.780 $ | +3.057.693 $ | +12,1 % | 25.333.087 $ | +2.330.907 $ | +10,1 % | 23.002.180 $ | +1.576.632 $ | +7,4 % | |||
| CoreCap Advisors, LLC | 28.310.038 $ | +119.804 $ | +0,4 % | 28.190.234 $ | +5.783.697 $ | +25,8 % | 22.406.537 $ | +2.040.705 $ | +10,0 % | 20.365.832 $ | +5.516.363 $ | +37,1 % |
| Disciplina Capital Management LLC | 28.267.557 $ | +7.698 $ | +0,0 % | 28.259.859 $ | +354.778 $ | +1,3 % | 27.905.081 $ | +1.111.777 $ | +4,1 % | |||
| HHM Wealth Advisors, LLC | 28.141.104 $ | +11.481.871 $ | +68,9 % | 16.659.233 $ | ||||||||
| Nova R Wealth, Inc. | 28.087.788 $ | +3.956.672 $ | +16,4 % | 24.131.116 $ | +6.976.163 $ | +40,7 % | 17.154.953 $ | +982.502 $ | +6,1 % | |||
| FIRST HAWAIIAN BANK | 28.023.640 $ | +17.848.770 $ | +175,4 % | 10.174.870 $ | +1.636.210 $ | +19,2 % | 8.538.660 $ | +889.727 $ | +11,6 % | 7.648.933 $ | +721.537 $ | +10,4 % |
| Cyndeo Wealth Partners, LLC | 27.991.721 $ | +22.801.487 $ | +439,3 % | 5.190.234 $ | +1.638.936 $ | +46,2 % | 3.551.298 $ | +305.798 $ | +9,4 % | 3.245.500 $ | -99.771 $ | -3,0 % |
| XY Planning Network, Inc. | 27.836.821 $ | +9.204.057 $ | +49,4 % | 18.632.764 $ | +5.766.830 $ | +44,8 % | 12.865.934 $ | +2.331.515 $ | +22,1 % | 10.534.419 $ | +2.615.974 $ | +33,0 % |
| CogentBlue Wealth Advisors, LLC | 15.630.486 $ | -11.653.668 $ | -42,7 % | 27.284.154 $ | -434.607 $ | -1,6 % | 27.718.761 $ | +1.397.483 $ | +5,3 % | 26.321.278 $ | -1.796.803 $ | -6,4 % |
| VeraBank, N.A. | 27.214.812 $ | +5.078.277 $ | +22,9 % | 22.136.535 $ | +1.390.967 $ | +6,7 % | 20.745.568 $ | +1.285.318 $ | +6,6 % | |||
| DOPKINS WEALTH MANAGEMENT, LLC | 27.099.936 $ | +2.759.463 $ | +11,3 % | 24.340.473 $ | +1.077.316 $ | +4,6 % | 23.263.157 $ | +646.079 $ | +2,9 % | |||
| NWAM LLC | 26.969.630 $ | +4.346.403 $ | +19,2 % | 22.623.227 $ | +5.560.670 $ | +32,6 % | 17.062.557 $ | +53.435 $ | +0,3 % | |||
| CAHILL FINANCIAL ADVISORS INC | 26.898.523 $ | +5.003.329 $ | +22,9 % | 21.895.194 $ | +12.922.159 $ | +144,0 % | 8.973.035 $ | +1.458.116 $ | +19,4 % | |||
| Canvas Wealth Advisors, LLC | 26.822.003 $ | +2.750.287 $ | +11,4 % | 24.071.716 $ | +4.628.225 $ | +23,8 % | 19.443.491 $ | +1.277.400 $ | +7,0 % | |||
| Kooman & Associates | 26.794.809 $ | +307.725 $ | +1,2 % | 26.487.084 $ | ||||||||
| Signature Resources Capital Management, LLC | 26.780.844 $ | +921.869 $ | +3,6 % | 25.858.975 $ | +4.020.756 $ | +18,4 % | 21.838.219 $ | +3.407.267 $ | +18,5 % | 18.430.952 $ | +1.909.525 $ | +11,6 % |
| Drake & Associates, LLC | 26.775.621 $ | +4.408.254 $ | +19,7 % | 22.367.367 $ | +4.028.819 $ | +22,0 % | 18.338.548 $ | +2.431.732 $ | +15,3 % | |||
| ROTHSCHILD INVESTMENT LLC | 26.745.911 $ | +5.306.059 $ | +24,7 % | 21.439.852 $ | +2.295.341 $ | +12,0 % | 19.144.511 $ | +936.735 $ | +5,1 % | |||
| River Road Asset Management, LLC | 26.742.134 $ | |||||||||||
| Arcadia Wealth Management, Inc. | 26.688.136 $ | +2.549.773 $ | +10,6 % | 24.138.363 $ | +2.351.034 $ | +10,8 % | 21.787.329 $ | +1.899.266 $ | +9,5 % | |||
| Alpha Financial Advisors, LLC | 26.674.003 $ | +4.393.928 $ | +19,7 % | 22.280.075 $ | +858.242 $ | +4,0 % | 21.421.833 $ | +18.385.283 $ | +605,5 % | |||
| Lifestyle Asset Management, Inc. | 23.310.402 $ | -3.336.539 $ | -12,5 % | 26.646.941 $ | +14.786.723 $ | +124,7 % | 11.860.218 $ | +1.099.991 $ | +10,2 % | 10.760.227 $ | -4.899.118 $ | -31,3 % |
| Telos Capital Management, Inc. | 26.560.382 $ | +2.224.127 $ | +9,1 % | 24.336.255 $ | +2.089.279 $ | +9,4 % | 22.246.976 $ | +5.629.256 $ | +33,9 % | |||
| Peak Asset Management, LLC | 26.458.445 $ | +3.740.698 $ | +16,5 % | 22.717.747 $ | +2.494.272 $ | +12,3 % | 20.223.475 $ | +812.479 $ | +4,2 % | |||
| CLARIS ADVISORS, LLC / MO / | 26.369.018 $ | +2.995.743 $ | +12,8 % | 23.373.275 $ | +1.230.054 $ | +5,6 % | 22.143.221 $ | +4.311.055 $ | +24,2 % | |||
| LIBERTY SQUARE WEALTH PARTNERS LLC | 26.365.793 $ | +4.081.342 $ | +18,3 % | 22.284.451 $ | +4.333.505 $ | +24,1 % | 17.950.946 $ | +15.640.044 $ | +676,8 % | |||
| L2 Asset Management, LLC | 15.437.781 $ | -10.690.549 $ | -40,9 % | 26.128.330 $ | +15.339.762 $ | +142,2 % | 10.788.568 $ | +4.046.207 $ | +60,0 % | |||
| Orion Capital Management LLC | 26.082.636 $ | +5.587.659 $ | +27,3 % | 20.494.977 $ | +4.666.956 $ | +29,5 % | 15.828.021 $ | +1.618.311 $ | +11,4 % | |||
| ATLas Financial Planning LLC | 26.045.896 $ | +4.822.753 $ | +22,7 % | 21.223.143 $ | +2.819.535 $ | +15,3 % | 18.403.608 $ | |||||
| Tillman Hartley LLC | 25.960.954 $ | +6.350.405 $ | +32,4 % | 19.610.549 $ | +4.137.939 $ | +26,7 % | 15.472.610 $ | +585.645 $ | +3,9 % | |||
| Smartleaf Asset Management LLC | 25.909.734 $ | +3.156.696 $ | +13,9 % | 22.753.038 $ | -543.131 $ | -2,3 % | 23.296.169 $ | +22.765.251 $ | +4.287,9 % | |||
| Fairway Financial, LLC | 25.773.881 $ | |||||||||||
| Madison Asset Management, LLC | 25.717.737 $ | +22.834.826 $ | +792,1 % | 2.882.911 $ | ||||||||
| Sunburst Financial Group, LLC | 23.583.917 $ | -2.025.783 $ | -7,9 % | 25.609.700 $ | +7.358.572 $ | +40,3 % | 18.251.128 $ | |||||
| MJP ASSOCIATES INC /ADV | 25.423.053 $ | +3.447.958 $ | +15,7 % | 21.975.095 $ | +14.206.371 $ | +182,9 % | 7.768.724 $ | -198.346 $ | -2,5 % | |||
| Friday Financial | 25.368.250 $ | +5.493.532 $ | +27,6 % | 19.874.718 $ | +3.713.591 $ | +23,0 % | 16.161.127 $ | +1.322.359 $ | +8,9 % | 14.838.768 $ | +2.643.010 $ | +21,7 % |
| Cherry Tree Wealth Management, LLC | 25.305.048 $ | +1.004.924 $ | +4,1 % | 24.300.124 $ | +5.484.371 $ | +29,1 % | 18.815.753 $ | +1.117.183 $ | +6,3 % | 17.698.570 $ | +1.330.738 $ | +8,1 % |
| Cypress Point Wealth Management, LLC | 25.039.705 $ | +2.026.405 $ | +8,8 % | 23.013.300 $ | +1.167.001 $ | +5,3 % | 21.846.299 $ | +911.118 $ | +4,4 % | |||
| Convergence Financial, LLC | 25.032.356 $ | +23.451.324 $ | +1.483,3 % | 1.581.032 $ | -294.045 $ | -15,7 % | 1.875.077 $ | +36.348 $ | +2,0 % | |||
| MassMutual Private Wealth & Trust, FSB | 24.973.122 $ | +97.228 $ | +0,4 % | 24.875.894 $ | +4.341.370 $ | +21,1 % | 20.534.524 $ | +639.719 $ | +3,2 % | 19.894.805 $ | +205.346 $ | +1,0 % |
| SIGNET FINANCIAL MANAGEMENT, LLC | 24.075.725 $ | -873.583 $ | -3,5 % | 24.949.308 $ | +5.300.826 $ | +27,0 % | ||||||
| Team Financial Group, LLC | 24.911.001 $ | +7.182.917 $ | +40,5 % | 17.728.084 $ | +4.113.371 $ | +30,2 % | 13.614.713 $ | +847.963 $ | +6,6 % | |||
| FIRST MERCHANTS CORP | 23.311.276 $ | -1.376.482 $ | -5,6 % | 24.687.758 $ | +3.876.646 $ | +18,6 % | 20.811.112 $ | +2.956.759 $ | +16,6 % | 17.854.353 $ | +2.392.169 $ | +15,5 % |
| Squire Investment Management Company, LLC | 24.584.735 $ | +1.645.755 $ | +7,2 % | 22.938.980 $ | +2.204.261 $ | +10,6 % | 20.734.719 $ | +1.428.663 $ | +7,4 % | |||
| Pathway Financial Advisors LLC | 24.509.103 $ | +10.849.456 $ | +79,4 % | 13.659.647 $ | +994.244 $ | +7,9 % | 12.665.403 $ | +3.204.830 $ | +33,9 % | 9.460.573 $ | +1.188.675 $ | +14,4 % |
| Haven Private, LLC | 24.354.349 $ | +3.949.277 $ | +19,4 % | 20.405.072 $ | +1.632.342 $ | +8,7 % | 18.772.730 $ | +1.388.472 $ | +8,0 % | |||
| Herold Advisors, Inc. | 24.333.574 $ | +1.222.574 $ | +5,3 % | 23.111.000 $ | +2.928.823 $ | +14,5 % | 20.182.177 $ | +2.244.129 $ | +12,5 % | 17.938.048 $ | +750.820 $ | +4,4 % |
| Clearwater Capital Advisors, LLC | 24.220.377 $ | +3.134.982 $ | +14,9 % | 21.085.395 $ | +2.592.701 $ | +14,0 % | 18.492.694 $ | +1.876.132 $ | +11,3 % | |||
| Heritage Wealth Management, Inc. /CA/ | 24.151.644 $ | +3.104.858 $ | +14,8 % | 21.046.786 $ | +2.174.119 $ | +11,5 % | 18.872.667 $ | +1.823.252 $ | +10,7 % | |||
| Sensenig Capital Advisors, Inc | 24.056.882 $ | +1.571.632 $ | +7,0 % | 22.485.250 $ | +11.084.693 $ | +97,2 % | 11.400.557 $ | +1.377.950 $ | +13,7 % | 10.022.607 $ | ||
| SAXON INTERESTS, INC. | 23.994.486 $ | |||||||||||
| White Pine Investment CO | 23.754.000 $ | +776.000 $ | +3,4 % | 22.978.000 $ | +3.369.000 $ | +17,2 % | 19.609.000 $ | +2.110.000 $ | +12,1 % | 17.499.000 $ | +2.645.000 $ | +17,8 % |
| Tidal Investments LLC | 23.687.410 $ | |||||||||||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 23.686.724 $ | +8.337.659 $ | +54,3 % | 15.349.065 $ | +604.186 $ | +4,1 % | 14.744.879 $ | +1.386.771 $ | +10,4 % | |||
| GOLDMAN SACHS GROUP INC | 23.634.227 $ | +2.743.736 $ | +13,1 % | 20.890.491 $ | +17.594.834 $ | +533,9 % | 3.295.657 $ | -8.883.875 $ | -72,9 % | |||
| Austin Private Wealth, LLC | 23.611.984 $ | +11.725.855 $ | +98,7 % | |||||||||
| Bedel Financial Consulting, Inc. | 23.514.186 $ | +2.541.802 $ | +12,1 % | 20.972.384 $ | +3.135.121 $ | +17,6 % | 17.837.263 $ | +1.515.124 $ | +9,3 % | |||
| SJS Investment Consulting Inc. | 23.513.657 $ | +4.384.758 $ | +22,9 % | 19.128.899 $ | +3.517.103 $ | +22,5 % | 15.611.796 $ | +1.646.543 $ | +11,8 % | |||
| Avidian Wealth Enterprises, LLC | 23.438.749 $ | +21.024.841 $ | +871,0 % | 2.413.908 $ | +276.034 $ | +12,9 % | 2.137.874 $ | +185.073 $ | +9,5 % | 1.952.801 $ | +743.342 $ | +61,5 % |
| Altar Rock LLC | 23.383.082 $ | +2.508.044 $ | +12,0 % | 20.875.038 $ | +1.214.192 $ | +6,2 % | 19.660.846 $ | |||||
| Jefferies Financial Group Inc. | 23.328.628 $ | |||||||||||
| CoreFirst Bank & Trust | 23.265.928 $ | +1.811.072 $ | +8,4 % | 21.454.856 $ | +380.898 $ | +1,8 % | 21.073.958 $ | -664.491 $ | -3,1 % | |||
| Bridgewealth Advisory Group, LLC | 23.228.449 $ | +3.931.283 $ | +20,4 % | 19.297.166 $ | +3.084.038 $ | +19,0 % | 16.213.128 $ | +3.165.951 $ | +24,3 % | |||
| Financial Synergies Wealth Advisors, Inc. | 22.202.714 $ | -1.021.003 $ | -4,4 % | 23.223.717 $ | +2.271.208 $ | +10,8 % | 20.952.509 $ | +1.720.776 $ | +8,9 % | 19.231.733 $ | +1.125.001 $ | +6,2 % |
| Midwest Financial Group LLC | 23.134.833 $ | +46.617 $ | +0,2 % | 23.088.216 $ | +4.023.295 $ | +21,1 % | 19.064.921 $ | +2.160.206 $ | +12,8 % | 16.904.715 $ | +937.384 $ | +5,9 % |
| ENTREWEALTH, LLC | 23.050.967 $ | +7.593.688 $ | +49,1 % | 15.457.279 $ | +3.328.217 $ | +27,4 % | 12.129.062 $ | +218.375 $ | +1,8 % | 11.910.687 $ | +2.684.528 $ | +29,1 % |
| Walkner Condon Financial Advisors LLC | 22.984.861 $ | +4.696.767 $ | +25,7 % | 18.288.094 $ | +2.981.755 $ | +19,5 % | 15.306.339 $ | +4.187.806 $ | +37,7 % | |||
| Pacific Asset Management, LLC | 22.751.591 $ | -172.712 $ | -0,8 % | 22.924.303 $ | +2.090.200 $ | +10,0 % | 20.834.103 $ | +3.221.387 $ | +18,3 % | 17.612.716 $ | +4.463.551 $ | +33,9 % |
| AWM CAPITAL, LLC | 22.709.872 $ | -183.173 $ | -0,8 % | 22.893.045 $ | +1.337.467 $ | +6,2 % | 21.555.578 $ | +345.643 $ | +1,6 % | 21.209.935 $ | +843.681 $ | +4,1 % |
| BlackRock, Inc. | 22.875.789 $ | +7.665.097 $ | +50,4 % | 15.210.692 $ | +7.293.372 $ | +92,1 % | 7.917.320 $ | +3.664.947 $ | +86,2 % | |||
| PROATHLETE WEALTH MANAGEMENT LLC | 22.872.687 $ | +1.531.327 $ | +7,2 % | 21.341.360 $ | +1.682.357 $ | +8,6 % | 19.659.003 $ | +1.710.951 $ | +9,5 % | 17.948.052 $ | +1.616.096 $ | +9,9 % |
| MONECO ADVISORS, LLC | 22.845.778 $ | +13.443.261 $ | +143,0 % | 9.402.517 $ | +170.410 $ | +1,8 % | 9.232.107 $ | +720.589 $ | +8,5 % | |||
| Golden Bell Financial Planning LLC | 22.799.174 $ | +1.132.853 $ | +5,2 % | 21.666.321 $ | +605.367 $ | +2,9 % | 21.060.954 $ | +639.094 $ | +3,1 % | |||
| BFSG, LLC | 22.757.677 $ | +2.448.910 $ | +12,1 % | 20.308.767 $ | +1.948.941 $ | +10,6 % | 18.359.826 $ | +820.498 $ | +4,7 % | |||
| STOCK YARDS BANK & TRUST CO | 22.598.022 $ | +2.470.810 $ | +12,3 % | 20.127.212 $ | +2.237.346 $ | +12,5 % | 17.889.866 $ | +1.017.028 $ | +6,0 % | |||
| Wealthfront Advisers LLC | 22.566.317 $ | +5.755.921 $ | +34,2 % | 16.810.396 $ | +2.734.388 $ | +19,4 % | 14.076.008 $ | +1.155.228 $ | +8,9 % | |||
| Dynamic Advisor Solutions LLC | 21.887.791 $ | -664.981 $ | -2,9 % | 22.552.772 $ | +3.065.995 $ | +15,7 % | 19.486.777 $ | +880.383 $ | +4,7 % | 18.606.394 $ | +1.831.790 $ | +10,9 % |
| Kaufman Rossin Wealth, LLC | 22.465.970 $ | +1.578.834 $ | +7,6 % | 20.887.136 $ | +2.577.165 $ | +14,1 % | 18.309.971 $ | +884.297 $ | +5,1 % | 17.425.674 $ | +929.755 $ | +5,6 % |
| Per Stirling Capital Management, LLC. | 11.455.964 $ | -9.130.380 $ | -44,4 % | 20.586.344 $ | -1.834.310 $ | -8,2 % | 22.420.654 $ | +621.058 $ | +2,8 % | |||
| Keener Financial Planning LLC | 22.377.000 $ | +3.768.000 $ | +20,2 % | 18.609.000 $ | +1.249.000 $ | +7,2 % | 17.360.000 $ | +1.982.000 $ | +12,9 % | |||
| Axiom Financial Strategies, LLC | 22.310.630 $ | +1.781.294 $ | +8,7 % | 20.529.336 $ | +8.859.694 $ | +75,9 % | 11.669.642 $ | +519.967 $ | +4,7 % | |||
| Cauble & Harre Wealth Management, Inc. | 22.243.692 $ | +1.895.972 $ | +9,3 % | 20.347.720 $ | +3.651.623 $ | +21,9 % | 16.696.097 $ | |||||
| WealthPlan Investment Management, LLC | 22.201.318 $ | +1.305.273 $ | +6,2 % | 20.896.045 $ | +3.460.662 $ | +19,8 % | 17.435.383 $ | -633.336 $ | -3,5 % | 18.068.719 $ | -156.654 $ | -0,9 % |
| BCWM, LLC | 21.126.402 $ | +15.272 $ | +0,1 % | 21.111.130 $ | -1.088.345 $ | -4,9 % | 22.199.475 $ | +1.221.000 $ | +5,8 % | |||
| CX Institutional | 17.162.000 $ | -4.823.000 $ | -21,9 % | 21.985.000 $ | +1.524.000 $ | +7,4 % | 20.461.000 $ | +214.000 $ | +1,1 % | 20.247.000 $ | +410.000 $ | +2,1 % |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 21.983.106 $ | +1.366.004 $ | +6,6 % | 20.617.102 $ | +1.059.431 $ | +5,4 % | 19.557.671 $ | +414.298 $ | +2,2 % | |||
| Atlanta Consulting Group Advisors, LLC | 21.962.883 $ | +7.711.050 $ | +54,1 % | 14.251.833 $ | +4.828.962 $ | +51,2 % | 9.422.871 $ | +242.041 $ | +2,6 % | |||
| U.S. Capital Wealth Advisors, LLC | 21.896.728 $ | +2.093.774 $ | +10,6 % | 19.802.954 $ | +3.653.085 $ | +22,6 % | ||||||
| GeoWealth Management, LLC | 21.737.304 $ | +3.649.904 $ | +20,2 % | 18.087.400 $ | +33.775 $ | +0,2 % | 18.053.625 $ | +14.299.534 $ | +380,9 % | |||
| INTEGRATED CAPITAL MANAGEMENT, INC. | 20.325.817 $ | -1.257.454 $ | -5,8 % | 21.583.271 $ | +1.709.987 $ | +8,6 % | 19.873.284 $ | +192.451 $ | +1,0 % | 19.680.833 $ | +939.129 $ | +5,0 % |
| Pacific Excel Wealth Advisors, Inc. | 21.579.116 $ | +20.983.067 $ | +3.520,4 % | 596.049 $ | -161.226 $ | -21,3 % | 757.275 $ | |||||
| Heritage Family Offices, LLP | 21.579.100 $ | +8.448.237 $ | +64,3 % | 13.130.863 $ | +11.284.370 $ | +611,1 % | 1.846.493 $ | |||||
| Discipline Wealth Solutions, LLC | 21.562.722 $ | +1.440.523 $ | +7,2 % | 20.122.199 $ | +997.061 $ | +5,2 % | 19.125.138 $ | +8.137.451 $ | +74,1 % | 10.987.687 $ | +4.544.822 $ | +70,5 % |
| Allen Capital Group, LLC | 21.520.554 $ | +3.770.475 $ | +21,2 % | 17.750.079 $ | +1.378.875 $ | +8,4 % | 16.371.204 $ | +983.043 $ | +6,4 % | |||
| Avant Financial Advisors LLC | 21.420.722 $ | +3.064.696 $ | +16,7 % | 18.356.026 $ | +1.388.054 $ | +8,2 % | 16.967.972 $ | +435.123 $ | +2,6 % | |||
| Activest Wealth Management | 21.342.321 $ | +1.267.153 $ | +6,3 % | 20.075.168 $ | +1.976.544 $ | +10,9 % | 18.098.624 $ | +1.788.200 $ | +11,0 % | 16.310.424 $ | +1.555.006 $ | +10,5 % |
| Dogwood Wealth Management LLC | 21.245.227 $ | +2.463.644 $ | +13,1 % | 18.781.583 $ | +1.114.377 $ | +6,3 % | 17.667.206 $ | +995.465 $ | +6,0 % | |||
| EARNED WEALTH ADVISORS, LLC | 21.239.747 $ | +2.102.725 $ | +11,0 % | 19.137.022 $ | +1.629.870 $ | +9,3 % | 17.507.152 $ | +4.218.247 $ | +31,7 % | |||
| McCartney Wealth Management LLC | 21.098.046 $ | +1.947.353 $ | +10,2 % | 19.150.693 $ | +652.879 $ | +3,5 % | 18.497.814 $ | |||||
| IFP Advisors, Inc | 20.301.788 $ | +1.672.738 $ | +9,0 % | 18.629.050 $ | -1.748.858 $ | -8,6 % | 20.377.908 $ | -596.779 $ | -2,8 % | 20.974.687 $ | -794.612 $ | -3,7 % |
| SFG Wealth Management, LLC. | 17.814.486 $ | -3.070.651 $ | -14,7 % | 20.885.137 $ | +4.215.298 $ | +25,3 % | 16.669.839 $ | +1.235.323 $ | +8,0 % | 15.434.516 $ | +794.169 $ | +5,4 % |
| MENORA MIVTACHIM HOLDINGS LTD. | 20.852.101 $ | +1.290.678 $ | +6,6 % | 19.561.423 $ | ||||||||
| Collaborative Wealth Managment Inc. | 20.807.917 $ | +1.593.945 $ | +8,3 % | 19.213.972 $ | +2.478.790 $ | +14,8 % | 16.735.182 $ | +1.969.873 $ | +13,3 % | |||
| Garrett Wealth Advisory Group, LLC | 19.562.741 $ | -1.049.183 $ | -5,1 % | 20.611.924 $ | ||||||||
| Purpose Unlimited Inc. | 20.600.918 $ | +2.116.827 $ | +11,5 % | 18.484.091 $ | ||||||||
| Providence Financial Advisors, LLC | 20.575.790 $ | +3.621.326 $ | +21,4 % | 16.954.464 $ | +1.871.145 $ | +12,4 % | 15.083.319 $ | +543.261 $ | +3,7 % | |||
| AllGen Financial Advisors, Inc. | 20.493.753 $ | +2.770.870 $ | +15,6 % | 17.722.883 $ | +7.880.193 $ | +80,1 % | 9.842.690 $ | +809.560 $ | +9,0 % | |||
| Avondale Wealth Management | 19.339.199 $ | -1.077.418 $ | -5,3 % | 20.416.617 $ | +3.045.821 $ | +17,5 % | 17.370.796 $ | +1.539.363 $ | +9,7 % | 15.831.433 $ | +1.276.276 $ | +8,8 % |
| Buttonwood Financial Group, LLC | 20.290.719 $ | -115.414 $ | -0,6 % | 20.406.133 $ | +334.619 $ | +1,7 % | 20.071.514 $ | |||||
| Atlantic Union Bankshares Corp | 20.403.105 $ | +20.219.907 $ | +11.037,2 % | 183.198 $ | +87.576 $ | +91,6 % | 95.622 $ | +71.415 $ | +295,0 % | |||
| Wheelhouse Advisory Group LLC | 20.398.689 $ | +86.179 $ | +0,4 % | 20.312.510 $ | +2.214.397 $ | +12,2 % | 18.098.113 $ | |||||
| Advantage Trust Co | 20.314.282 $ | -58.709 $ | -0,3 % | 20.372.991 $ | +3.320.187 $ | +19,5 % | 17.052.804 $ | +1.555.263 $ | +10,0 % | 15.497.541 $ | +4.414.329 $ | +39,8 % |
| Brookstone Capital Management | 20.367.026 $ | +4.443.502 $ | +27,9 % | 15.923.524 $ | -3.547.952 $ | -18,2 % | 19.471.476 $ | +13.550.840 $ | +228,9 % | 5.920.636 $ | -251.821 $ | -4,1 % |
| Heritage Financial Services, LLC | 20.311.264 $ | +2.400.143 $ | +13,4 % | |||||||||
| Financial Symmetry Inc | 20.297.209 $ | +348.547 $ | +1,7 % | 19.948.662 $ | -215.733 $ | -1,1 % | 20.164.395 $ | +3.189.499 $ | +18,8 % | 16.974.896 $ | +647.659 $ | +4,0 % |
| Magnolia Private Wealth, LLC | 20.226.544 $ | +1.949.595 $ | +10,7 % | 18.276.949 $ | +1.833.952 $ | +11,2 % | 16.442.997 $ | +1.931.068 $ | +13,3 % | |||
| Allodium Investment Consultants, LLC | 20.221.102 $ | +1.341.257 $ | +7,1 % | 18.879.845 $ | +1.470.906 $ | +8,4 % | 17.408.939 $ | +3.332.465 $ | +23,7 % | 14.076.474 $ | +2.455.946 $ | +21,1 % |
| Acumen Wealth Advisors, LLC | 20.189.166 $ | +20.139.213 $ | +40.316,3 % | 49.953 $ | ||||||||
| Aerodigm Wealth, LLC | 19.710.694 $ | -469.640 $ | -2,3 % | 20.180.334 $ | +1.794.436 $ | +9,8 % | 18.385.898 $ | +1.331.775 $ | +7,8 % | 17.054.123 $ | +1.136.697 $ | +7,1 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 20.148.000 $ | +4.955.000 $ | +32,6 % | 15.193.000 $ | +5.659.000 $ | +59,4 % | 9.534.000 $ | +3.484.000 $ | +57,6 % | |||
| FineMark National Bank & Trust | 19.956.714 $ | +14.102.090 $ | +240,9 % | |||||||||
| SILVER OAK SECURITIES, INCORPORATED | 19.913.731 $ | +1.940.987 $ | +10,8 % | 17.972.744 $ | +487.151 $ | +2,8 % | 17.485.593 $ | +1.351.441 $ | +8,4 % | |||
| Beta Wealth Group, Inc. | 19.816.762 $ | +1.946.449 $ | +10,9 % | 17.870.313 $ | +158.754 $ | +0,9 % | 17.711.559 $ | -57.973 $ | -0,3 % | |||
| True Wealth Design, LLC | 19.119.343 $ | -687.440 $ | -3,5 % | 19.806.783 $ | +2.984.875 $ | +17,7 % | 16.821.908 $ | +1.579.197 $ | +10,4 % | 15.242.711 $ | +8.565 $ | +0,1 % |
| Financial Strategies Group, Inc. | 19.778.963 $ | |||||||||||
| Syntegra Private Wealth Group, LLC | 19.670.994 $ | +319.016 $ | +1,6 % | 19.351.978 $ | +4.059.183 $ | +26,5 % | 15.292.795 $ | |||||
| Revolve Wealth Partners, LLC | 19.142.238 $ | -526.885 $ | -2,7 % | 19.669.123 $ | +3.556.229 $ | +22,1 % | 16.112.894 $ | +148.349 $ | +0,9 % | 15.964.545 $ | +1.430.219 $ | +9,8 % |
| Hennion & Walsh Asset Management, Inc. | 19.549.532 $ | +1.373.544 $ | +7,6 % | 18.175.988 $ | ||||||||
| Objectivity Squared, LLC | 19.199.547 $ | -297.412 $ | -1,5 % | 19.496.959 $ | +323.628 $ | +1,7 % | 19.173.331 $ | +945.272 $ | +5,2 % | |||
| FIDELIS CAPITAL PARTNERS, LLC | 19.410.959 $ | +4.547.788 $ | +30,6 % | 14.863.171 $ | +4.327.973 $ | +41,1 % | 10.535.198 $ | +2.469.496 $ | +30,6 % | |||
| Level Financial Advisors | 19.394.900 $ | +4.789.153 $ | +32,8 % | 14.605.747 $ | +1.630.434 $ | +12,6 % | 12.975.313 $ | +557.371 $ | +4,5 % | 12.417.942 $ | +688.952 $ | +5,9 % |
| Wallington Asset Management, LLC | 19.296.754 $ | +2.254.437 $ | +13,2 % | 17.042.317 $ | +1.018.200 $ | +6,4 % | 16.024.117 $ | +473.152 $ | +3,0 % | |||
| Cloud Capital Management, LLC | 19.284.000 $ | +3.519.000 $ | +22,3 % | 15.765.000 $ | +5.263.000 $ | +50,1 % | 10.502.000 $ | +1.894.000 $ | +22,0 % | |||
| Seros Financial, LLC | 19.235.259 $ | +9.286.738 $ | +93,3 % | 9.948.521 $ | ||||||||
| Hutchens & Kramer Investment Management Group, LLC | 19.191.995 $ | +1.526.305 $ | +8,6 % | 17.665.690 $ | +3.207.378 $ | +22,2 % | 14.458.312 $ | +1.473.941 $ | +11,4 % | 12.984.371 $ | +2.813.680 $ | +27,7 % |
| Summit Wealth Partners, LLC | 19.094.263 $ | +3.807.362 $ | +24,9 % | 15.286.901 $ | +1.545.794 $ | +11,2 % | 13.741.107 $ | +1.681.622 $ | +13,9 % | |||
| BostonPremier Wealth LLC | 19.057.343 $ | +530.220 $ | +2,9 % | 18.527.123 $ | +2.739.841 $ | +17,4 % | 15.787.282 $ | +1.475.766 $ | +10,3 % | 14.311.516 $ | +2.884.320 $ | +25,2 % |
| REDW Wealth LLC | 18.978.255 $ | +3.468.970 $ | +22,4 % | 15.509.285 $ | +3.373.177 $ | +27,8 % | 12.136.108 $ | +1.567.321 $ | +14,8 % | |||
| Navigoe, LLC | 18.958.000 $ | +2.494.000 $ | +15,1 % | 16.464.000 $ | +1.255.000 $ | +8,3 % | 15.209.000 $ | -585.000 $ | -3,7 % | |||
| Golden State Wealth Management, LLC | 15.172.613 $ | -2.157.714 $ | -12,5 % | 17.330.327 $ | -1.560.377 $ | -8,3 % | 18.890.704 $ | +731.278 $ | +4,0 % | |||
| Capital Advisors Wealth Management, LLC | 18.798.292 $ | +1.130.000 $ | +6,4 % | 17.668.292 $ | +3.604.778 $ | +25,6 % | 14.063.514 $ | |||||
| Stewardship Advisors, LLC | 18.747.392 $ | +6.832.364 $ | +57,3 % | 11.915.028 $ | -5.023.567 $ | -29,7 % | 16.938.595 $ | +15.891.726 $ | +1.518,0 % | 1.046.869 $ | +17.326 $ | +1,7 % |
| Efficient Advisors, LLC | 10.998.908 $ | -7.739.042 $ | -41,3 % | 18.737.950 $ | -3.710.359 $ | -16,5 % | ||||||
| FIFTH THIRD SECURITIES, INC. | 18.651.320 $ | +1.830.247 $ | +10,9 % | 16.821.073 $ | +3.287.063 $ | +24,3 % | 13.534.010 $ | +2.443.360 $ | +22,0 % | 11.090.650 $ | +1.419.193 $ | +14,7 % |
| CHILTON CAPITAL MANAGEMENT LLC | 18.558.596 $ | +306.797 $ | +1,7 % | 18.251.799 $ | +1.788.404 $ | +10,9 % | 16.463.395 $ | +759.691 $ | +4,8 % | |||
| Qube Research & Technologies Ltd | 18.374.196 $ | +6.568.992 $ | +55,6 % | 11.805.204 $ | +6.097.851 $ | +106,8 % | 5.707.353 $ | -1.986.124 $ | -25,8 % | |||
| Plum Street Advisors, LLC | 18.255.695 $ | +2.406.247 $ | +15,2 % | 15.849.448 $ | +1.710.900 $ | +12,1 % | 14.138.548 $ | +1.004.932 $ | +7,7 % | |||
| MGO ONE SEVEN LLC | 18.150.863 $ | +649.451 $ | +3,7 % | 17.501.412 $ | +3.711.003 $ | +26,9 % | 13.790.409 $ | +3.294.510 $ | +31,4 % | |||
| Kilner Capital Advisors, LLC | 18.130.044 $ | +1.701.684 $ | +10,4 % | 16.428.360 $ | +634.649 $ | +4,0 % | 15.793.711 $ | |||||
| Stone Summit Wealth LLC | 18.054.067 $ | -56.942 $ | -0,3 % | 18.111.009 $ | +1.630.588 $ | +9,9 % | 16.480.421 $ | +590.012 $ | +3,7 % | 15.890.409 $ | +476.591 $ | +3,1 % |
| RAFFA WEALTH MANAGEMENT, LLC | 18.088.554 $ | +3.154.639 $ | +21,1 % | 14.933.915 $ | +460.162 $ | +3,2 % | 14.473.753 $ | +1.042.737 $ | +7,8 % | |||
| Mutual Advisors, LLC | 18.086.427 $ | +3.362.536 $ | +22,8 % | 14.723.891 $ | +3.471.625 $ | +30,9 % | 11.252.266 $ | +769.004 $ | +7,3 % | |||
| SageView Advisory Group, LLC | 17.916.324 $ | +14.280.460 $ | +392,8 % | 3.635.864 $ | +1.205.187 $ | +49,6 % | 2.430.677 $ | -638.796 $ | -20,8 % | |||
| Anderson Financial Strategies, LLC | 375.670 $ | -17.346.512 $ | -97,9 % | 17.722.182 $ | +1.290.165 $ | +7,9 % | 16.432.017 $ | +350.580 $ | +2,2 % | |||
| FLOW TRADERS U.S. LLC | 17.680.000 $ | +14.344.000 $ | +430,0 % | 3.336.000 $ | -2.929.000 $ | -46,8 % | 6.265.000 $ | +5.429.000 $ | +649,4 % | |||
| CAP Partners, LLC | 17.554.017 $ | -112.317 $ | -0,6 % | 17.666.334 $ | +6.139.177 $ | +53,3 % | 11.527.157 $ | +746.036 $ | +6,9 % | 10.781.121 $ | +404.617 $ | +3,9 % |
| ELEVATE WEALTH ADVISORY, INC | 17.634.349 $ | +2.660.361 $ | +17,8 % | 14.973.988 $ | +2.687.765 $ | +21,9 % | 12.286.223 $ | +1.433.526 $ | +13,2 % | |||
| Buck Wealth Strategies, LLC | 17.597.144 $ | +2.208.579 $ | +14,4 % | 15.388.565 $ | +403.360 $ | +2,7 % | 14.985.205 $ | -2.997.819 $ | -16,7 % | |||
| Triad Wealth Partners, LLC | 17.565.906 $ | +16.561.354 $ | +1.648,6 % | 1.004.552 $ | +473.835 $ | +89,3 % | 530.717 $ | +28.993 $ | +5,8 % | |||
| Bucket List Wealth Management, LLC | 16.887.486 $ | -623.138 $ | -3,6 % | 17.510.624 $ | +3.561.650 $ | +25,5 % | 13.948.974 $ | +1.597.691 $ | +12,9 % | 12.351.283 $ | ||
| Klaas Financial Asset Advisors, LLC | 862.956 $ | -51.265 $ | -5,6 % | 914.221 $ | -1.091.417 $ | -54,4 % | 2.005.638 $ | -15.424.039 $ | -88,5 % | 17.429.677 $ | +718.263 $ | +4,3 % |
| Global Retirement Partners, LLC | 17.374.728 $ | +4.249.054 $ | +32,4 % | 13.125.674 $ | +2.002.396 $ | +18,0 % | ||||||
| Berger Financial Group, Inc | 17.356.764 $ | +2.652.066 $ | +18,0 % | 14.704.698 $ | -1.154.744 $ | -7,3 % | 15.859.442 $ | +527.531 $ | +3,4 % | |||
| ASSETMARK, INC | 15.321.522 $ | -1.991.413 $ | -11,5 % | 17.312.935 $ | +10.273.693 $ | +145,9 % | 7.039.242 $ | -4.639.408 $ | -39,7 % | 11.678.650 $ | +3.370.482 $ | +40,6 % |
| Ariadne Wealth Management, LP | 17.308.629 $ | +1.489.281 $ | +9,4 % | 15.819.348 $ | -759.859 $ | -4,6 % | 16.579.207 $ | +5.676.891 $ | +52,1 % | |||
| Sigma Planning Corp | 17.287.913 $ | +618.621 $ | +3,7 % | 16.669.292 $ | +11.034.880 $ | +195,8 % | 5.634.412 $ | +828.281 $ | +17,2 % | 4.806.131 $ | +133.922 $ | +2,9 % |
| Prism Advisors, Inc. | 17.216.551 $ | |||||||||||
| Blue Edge Capital, LLC | 17.213.430 $ | +5.659.789 $ | +49,0 % | 11.553.641 $ | ||||||||
| Evelyn Partners Group Ltd | 17.204.840 $ | |||||||||||
| Penserra Capital Management LLC | 17.012.000 $ | -159.000 $ | -0,9 % | 17.171.000 $ | ||||||||
| WESPAC Advisors SoCal, LLC | 16.937.937 $ | -214.444 $ | -1,3 % | 17.152.381 $ | +3.052.687 $ | +21,7 % | 14.099.694 $ | +757.780 $ | +5,7 % | 13.341.914 $ | +1.684.602 $ | +14,5 % |
| CONTINUUM WEALTH ADVISORS, LLC | 13.082.010 $ | -4.034.855 $ | -23,6 % | 17.116.865 $ | +16.806.628 $ | +5.417,4 % | 310.237 $ | |||||
| RENAISSANCE TECHNOLOGIES LLC | 8.070.103 $ | -9.044.393 $ | -52,8 % | 17.114.496 $ | +12.277.312 $ | +253,8 % | 4.837.184 $ | +649.982 $ | +15,5 % | |||
| Sterneck Capital Management, LLC | 17.066.403 $ | +2.417.138 $ | +16,5 % | 14.649.265 $ | +1.385.277 $ | +10,4 % | 13.263.988 $ | +901.440 $ | +7,3 % | |||
| Legacy Edge Advisors, LLC | 17.019.146 $ | +2.768.471 $ | +19,4 % | 14.250.675 $ | +11.755.467 $ | +471,1 % | 2.495.208 $ | +684.484 $ | +37,8 % | |||
| Cogent Private Wealth, Inc. | 16.990.115 $ | +3.323.775 $ | +24,3 % | 13.666.340 $ | +1.767.336 $ | +14,9 % | 11.899.004 $ | |||||
| Cerro Pacific Wealth Advisors LLC | 11.927.341 $ | -519.056 $ | -4,2 % | 12.446.397 $ | -652.439 $ | -5,0 % | 13.098.836 $ | -3.872.442 $ | -22,8 % | 16.971.278 $ | +7.869.543 $ | +86,5 % |
| Meridian Wealth Advisors, LLC | 16.918.904 $ | +2.812.386 $ | +19,9 % | 14.106.518 $ | +3.360.980 $ | +31,3 % | 10.745.538 $ | |||||
| Stokes Family Office, LLC | 12.445.735 $ | -3.057.094 $ | -19,7 % | 15.502.829 $ | -1.246.017 $ | -7,4 % | 16.748.846 $ | +539.373 $ | +3,3 % | |||
| Evanson Financial, LLC | 16.721.112 $ | +4.079.001 $ | +32,3 % | 12.642.111 $ | ||||||||
| VISTA INVESTMENT PARTNERS LLC | 14.077.860 $ | -2.626.819 $ | -15,7 % | 16.704.679 $ | +3.326.140 $ | +24,9 % | 13.378.539 $ | -1.280.397 $ | -8,7 % | 14.658.936 $ | +1.142.627 $ | +8,5 % |
| Integrity Investment Advisors, LLC | 16.676.461 $ | +7.063.176 $ | +73,5 % | 9.613.285 $ | +2.485.408 $ | +34,9 % | 7.127.877 $ | +4.359.256 $ | +157,5 % | |||
| Integrity Wealth Solutions LLC | 16.618.497 $ | +2.636.905 $ | +18,9 % | 13.981.592 $ | +1.806.411 $ | +14,8 % | 12.175.181 $ | +2.257.307 $ | +22,8 % | |||
| Midwestern Financial, LLC /IA | 16.608.917 $ | +1.941.289 $ | +13,2 % | 14.667.628 $ | +1.309.800 $ | +9,8 % | 13.357.828 $ | +755.798 $ | +6,0 % | |||
| LANE BROTHERS & CO INC | 12.764.597 $ | -1.863.342 $ | -12,7 % | 14.627.939 $ | -1.950.042 $ | -11,8 % | 16.577.981 $ | |||||
| CASTLE WEALTH MANAGEMENT LLC | 16.562.880 $ | +1.487.991 $ | +9,9 % | 15.074.889 $ | +938.458 $ | +6,6 % | 14.136.431 $ | +205.369 $ | +1,5 % | |||
| Barry Investment Advisors, LLC | 16.433.272 $ | +1.968.865 $ | +13,6 % | 14.464.407 $ | +933.325 $ | +6,9 % | 13.531.082 $ | |||||
| Ashton Thomas Private Wealth, LLC | 16.408.201 $ | +4.243.439 $ | +34,9 % | 12.164.762 $ | +4.068.038 $ | +50,2 % | 8.096.724 $ | +3.811.990 $ | +89,0 % | |||
| Bragg Financial Advisors, Inc | 16.386.756 $ | +4.007.840 $ | +32,4 % | 12.378.916 $ | +3.910.914 $ | +46,2 % | 8.468.002 $ | +3.383.675 $ | +66,6 % | |||
| marrick wealth, LLC | 16.331.301 $ | +982.863 $ | +6,4 % | 15.348.438 $ | +2.482.758 $ | +19,3 % | 12.865.680 $ | +45.243 $ | +0,4 % | 12.820.437 $ | ||
| Ruggaard & Associates LLC | 11.779.926 $ | +1.636.297 $ | +16,1 % | 10.143.629 $ | -6.181.836 $ | -37,9 % | 16.325.465 $ | -1.587.515 $ | -8,9 % | |||
| Sunpointe, LLC | 16.181.217 $ | +429.237 $ | +2,7 % | 15.751.980 $ | +2.810.709 $ | +21,7 % | 12.941.271 $ | +1.408.487 $ | +12,2 % | 11.532.784 $ | +511.241 $ | +4,6 % |
| Petros Family Wealth, LLC | 16.162.732 $ | +2.947.361 $ | +22,3 % | 13.215.371 $ | +1.600.738 $ | +13,8 % | 11.614.633 $ | +2.036.166 $ | +21,3 % | |||
| TUDOR INVESTMENT CORP ET AL | 13.382.084 $ | -2.690.214 $ | -16,7 % | 16.072.298 $ | ||||||||
| Bull Oak Capital, LLC | 16.062.030 $ | +398.087 $ | +2,5 % | 15.663.943 $ | +4.058.165 $ | +35,0 % | 11.605.778 $ | +1.410.623 $ | +13,8 % | 10.195.155 $ | +314.449 $ | +3,2 % |
| Ancora Advisors LLC | 16.061.274 $ | +2.990.162 $ | +22,9 % | 13.071.112 $ | +1.534.190 $ | +13,3 % | 11.536.922 $ | +188.195 $ | +1,7 % | |||
| PFC CAPITAL GROUP, INC. | 16.053.000 $ | +1.853.000 $ | +13,0 % | 14.200.000 $ | +1.356.000 $ | +10,6 % | 12.844.000 $ | +1.681.000 $ | +15,1 % | |||
| Premier Path Wealth Partners, LLC | 15.868.819 $ | -145.705 $ | -0,9 % | 16.014.524 $ | +3.715.455 $ | +30,2 % | 12.299.069 $ | -143.776 $ | -1,2 % | 12.442.845 $ | -441.121 $ | -3,4 % |
| Kingsview Wealth Management, LLC | 16.010.017 $ | +8.244.032 $ | +106,2 % | 7.765.985 $ | +1.648.434 $ | +26,9 % | 6.117.551 $ | +3.370.198 $ | +122,7 % | |||
| Clarity Asset Management, Inc. | 12.505.199 $ | -220.633 $ | -1,7 % | 12.725.832 $ | -127.935 $ | -1,0 % | 12.853.767 $ | -3.115.684 $ | -19,5 % | 15.969.451 $ | +698.673 $ | +4,6 % |
| Austin Asset Management Co Inc | 15.900.934 $ | +1.582.908 $ | +11,1 % | 14.318.026 $ | +545.463 $ | +4,0 % | 13.772.563 $ | -113.458 $ | -0,8 % | |||
| Madrid Wealth Management, LLC | 15.889.229 $ | +1.335.646 $ | +9,2 % | 14.553.583 $ | +2.389.702 $ | +19,6 % | 12.163.881 $ | +2.825.576 $ | +30,3 % | 9.338.305 $ | ||
| Equity Wealth Partners, LLC | 15.868.566 $ | +1.509.921 $ | +10,5 % | 14.358.645 $ | +594.210 $ | +4,3 % | 13.764.435 $ | +4.131.404 $ | +42,9 % | |||
| Wealth Advisors of Iowa, LLC | 280.099 $ | -53.829 $ | -16,1 % | 333.928 $ | -15.452.955 $ | -97,9 % | 15.786.883 $ | -309.899 $ | -1,9 % | |||
| Sylvest Advisors, LLC | 15.762.421 $ | +3.883.970 $ | +32,7 % | 11.878.451 $ | -17.991 $ | -0,2 % | 11.896.442 $ | +646.673 $ | +5,7 % | |||
| Insight Wealth Strategies, LLC | 14.854.573 $ | -849.414 $ | -5,4 % | 15.703.987 $ | +1.962.917 $ | +14,3 % | 13.741.070 $ | +1.016.141 $ | +8,0 % | 12.724.929 $ | +241.673 $ | +1,9 % |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 15.696.654 $ | +2.327.713 $ | +17,4 % | 13.368.941 $ | +1.034.600 $ | +8,4 % | 12.334.341 $ | |||||
| Nicht ausgewiesen | 15.569.951 $ | +8.523.456 $ | +121,0 % | 7.046.495 $ | +541.596 $ | +8,3 % | 6.504.899 $ | |||||
| Clarion Wealth Managment Partners, LLC | 15.548.393 $ | +3.134.656 $ | +25,3 % | 12.413.737 $ | +5.480.742 $ | +79,1 % | 6.932.995 $ | +3.204.176 $ | +85,9 % | |||
| Frankly Finances, LLC | 15.547.030 $ | +2.504.268 $ | +19,2 % | 13.042.762 $ | +761.101 $ | +6,2 % | 12.281.661 $ | |||||
| FSA Investment Group, LLC | 15.494.595 $ | +1.351.311 $ | +9,6 % | 14.143.284 $ | +5.681.173 $ | +67,1 % | 8.462.111 $ | |||||
| INVENIO WEALTH PARTNERS LLC | 15.313.602 $ | +2.627.386 $ | +20,7 % | 12.686.216 $ | +2.138.213 $ | +20,3 % | 10.548.003 $ | +3.978.274 $ | +60,6 % | 6.569.729 $ | +1.657.685 $ | +33,7 % |
| USAdvisors Wealth Management, LLC | 14.595.000 $ | -675.000 $ | -4,4 % | 15.270.000 $ | +903.000 $ | +6,3 % | 14.367.000 $ | +1.133.000 $ | +8,6 % | 13.234.000 $ | +835.000 $ | +6,7 % |
| Destiny Wealth Partners, LLC | 14.788.910 $ | +583.237 $ | +4,1 % | 14.205.673 $ | -1.054.044 $ | -6,9 % | 15.259.717 $ | -3.139.542 $ | -17,1 % | |||
| Robinswood Financial LLC | 15.023.177 $ | -216.777 $ | -1,4 % | 15.239.954 $ | +729.314 $ | +5,0 % | 14.510.640 $ | +933.936 $ | +6,9 % | 13.576.704 $ | +902.001 $ | +7,1 % |
| O'Connor Financial Group LLC | 15.204.002 $ | +1.025.619 $ | +7,2 % | 14.178.383 $ | +127.844 $ | +0,9 % | 14.050.539 $ | +1.248.692 $ | +9,8 % | |||
| Argent Advisors, Inc. | 15.140.989 $ | +2.142.825 $ | +16,5 % | 12.998.164 $ | ||||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 15.066.547 $ | +7.765.921 $ | +106,4 % | 7.300.626 $ | +1.246.568 $ | +20,6 % | 6.054.058 $ | +352.630 $ | +6,2 % | |||
| Greater Midwest Financial Group, LLC | 14.433.885 $ | -629.120 $ | -4,2 % | 15.063.005 $ | +1.686.492 $ | +12,6 % | 13.376.513 $ | +6.973.222 $ | +108,9 % | 6.403.291 $ | ||
| ENDEAVOR PRIVATE WEALTH, INC. | 14.960.304 $ | +2.757.865 $ | +22,6 % | 12.202.439 $ | -1.309.919 $ | -9,7 % | 13.512.358 $ | -255.606 $ | -1,9 % | |||
| Nvest Wealth Strategies, Inc. | 13.665.993 $ | -1.288.189 $ | -8,6 % | 14.954.182 $ | +1.846.602 $ | +14,1 % | 13.107.580 $ | +816.142 $ | +6,6 % | 12.291.438 $ | ||
| Maridea Wealth Management LLC | 14.948.879 $ | +1.751.993 $ | +13,3 % | 13.196.886 $ | +2.896.639 $ | +28,1 % | 10.300.247 $ | +2.961.655 $ | +40,4 % | |||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14.874.247 $ | +3.250.452 $ | +28,0 % | 11.623.795 $ | +1.140.554 $ | +10,9 % | 10.483.241 $ | +1.292.099 $ | +14,1 % | |||
| Riverpoint Wealth Management Holdings, LLC | 14.837.686 $ | +12.080.331 $ | +438,1 % | 2.757.355 $ | ||||||||
| Stephens Consulting, LLC | 14.802.276 $ | +218.914 $ | +1,5 % | |||||||||
| TrustWell Financial Advisors, LLC | 14.789.620 $ | +391.325 $ | +2,7 % | 14.398.295 $ | +423.066 $ | +3,0 % | 13.975.229 $ | +941.019 $ | +7,2 % | 13.034.210 $ | ||
| Andrews Advisory Associates, LLC | 14.707.376 $ | +601.981 $ | +4,3 % | 14.105.395 $ | +2.838.942 $ | +25,2 % | 11.266.453 $ | +3.280.868 $ | +41,1 % | 7.985.585 $ | ||
| FMB WEALTH MANAGEMENT | 14.696.064 $ | +1.282.779 $ | +9,6 % | 13.413.285 $ | +1.088.929 $ | +8,8 % | 12.324.356 $ | +687.527 $ | +5,9 % | |||
| VERUS WEALTH MANAGEMENT, LLC | 14.658.802 $ | +2.403.968 $ | +19,6 % | 12.254.834 $ | +2.385.093 $ | +24,2 % | 9.869.741 $ | +362.017 $ | +3,8 % | 9.507.724 $ | +3.780.581 $ | +66,0 % |
| Scarborough Advisors, LLC | 2.685.779 $ | -11.917.589 $ | -81,6 % | 14.603.368 $ | +14.493.141 $ | +13.148,4 % | 110.227 $ | +18.809 $ | +20,6 % | |||
| Planned Solutions, Inc. | 14.479.210 $ | +4.741.179 $ | +48,7 % | 9.738.031 $ | +1.146.067 $ | +13,3 % | 8.591.964 $ | +776.526 $ | +9,9 % | 7.815.438 $ | +1.080.100 $ | +16,0 % |
| Verum Partners LLC | 14.427.563 $ | +768.179 $ | +5,6 % | 13.659.384 $ | +3.212.680 $ | +30,8 % | 10.446.704 $ | |||||
| Bellecapital International Ltd. | 13.449.144 $ | -975.298 $ | -6,8 % | 14.424.442 $ | +1.284.698 $ | +9,8 % | 13.139.744 $ | |||||
| REGIMEN WEALTH, LLC | 14.404.954 $ | +1.685.395 $ | +13,3 % | 12.719.559 $ | +629.917 $ | +5,2 % | 12.089.642 $ | +218.448 $ | +1,8 % | |||
| Fifth Third Wealth Advisors LLC | 14.311.523 $ | +185.419 $ | +1,3 % | 14.126.104 $ | +4.966.649 $ | +54,2 % | 9.159.455 $ | +3.036.006 $ | +49,6 % | 6.123.449 $ | +3.074.447 $ | +100,8 % |
| Cadent Capital Advisors, LLC | 14.177.863 $ | |||||||||||
| Holcombe Financial, Inc. | 14.139.357 $ | +274.159 $ | +2,0 % | 13.865.198 $ | +1.063.207 $ | +8,3 % | 12.801.991 $ | +2.332.769 $ | +22,3 % | 10.469.222 $ | -892.449 $ | -7,9 % |
| RFG Advisory, LLC | 4.770.098 $ | -1.977.796 $ | -29,3 % | 6.747.894 $ | -7.384.020 $ | -52,3 % | 14.131.914 $ | +8.683.816 $ | +159,4 % | |||
| Vawter Financial, Ltd. | 14.091.903 $ | +2.666.040 $ | +23,3 % | 11.425.863 $ | +2.511.041 $ | +28,2 % | 8.914.822 $ | +1.380.933 $ | +18,3 % | |||
| Community Bank, N.A. | 13.625.653 $ | +976.013 $ | +7,7 % | 12.649.640 $ | -1.423.612 $ | -10,1 % | 14.073.252 $ | +560.767 $ | +4,1 % | |||
| SOUTHERN CAPITAL SERVICES INC /ADV | 13.243.794 $ | -782.044 $ | -5,6 % | 14.025.838 $ | +1.618.913 $ | +13,0 % | 12.406.925 $ | |||||
| Horst & Graben Wealth Management LLC | 8.799.325 $ | -5.099.322 $ | -36,7 % | 13.898.647 $ | +4.395.358 $ | +46,3 % | 9.503.289 $ | +4.628.950 $ | +95,0 % | |||
| Venture Visionary Partners LLC | 13.039.844 $ | -838.865 $ | -6,0 % | 13.878.709 $ | +2.243.944 $ | +19,3 % | 11.634.765 $ | +1.392.815 $ | +13,6 % | 10.241.950 $ | +519.596 $ | +5,3 % |
| Arkadios Wealth Advisors | 10.178.472 $ | -3.638.741 $ | -26,3 % | 13.817.213 $ | +6.761.319 $ | +95,8 % | 7.055.894 $ | +359.018 $ | +5,4 % | |||
| Intelligence Driven Advisers, LLC | 11.911.819 $ | -860.899 $ | -6,7 % | 12.772.718 $ | +1.567.337 $ | +14,0 % | 11.205.381 $ | -2.601.265 $ | -18,8 % | 13.806.646 $ | -12.754.009 $ | -48,0 % |
| CENTAURUS FINANCIAL, INC. | 13.776.000 $ | +2.727.000 $ | +24,7 % | 11.049.000 $ | +1.073.000 $ | +10,8 % | 9.976.000 $ | +305.000 $ | +3,2 % | |||
| FULTON BANK, N.A. | 13.754.748 $ | +6.800.168 $ | +97,8 % | 6.954.580 $ | +6.495.668 $ | +1.415,4 % | 458.912 $ | |||||
| Alliance Wealth Advisors, LLC | 13.362.501 $ | -296.502 $ | -2,2 % | 13.659.003 $ | +1.929.881 $ | +16,5 % | 11.729.122 $ | +865.534 $ | +8,0 % | 10.863.588 $ | +642.154 $ | +6,3 % |
| LAM GROUP, INC. | 13.644.666 $ | +1.900.703 $ | +16,2 % | 11.743.963 $ | +1.492.710 $ | +14,6 % | 10.251.253 $ | +2.621.131 $ | +34,4 % | |||
| Advisory Resource Group | 13.609.954 $ | +1.152.218 $ | +9,2 % | 12.457.736 $ | +257.006 $ | +2,1 % | 12.200.730 $ | +545.701 $ | +4,7 % | |||
| COZAD ASSET MANAGEMENT INC | 13.559.240 $ | +3.674.358 $ | +37,2 % | 9.884.882 $ | +1.164.629 $ | +13,4 % | 8.720.253 $ | +1.336.554 $ | +18,1 % | |||
| Foundry Financial Group, Inc. | 11.477.958 $ | +1.008.242 $ | +9,6 % | 10.469.716 $ | -3.054.835 $ | -22,6 % | 13.524.551 $ | +1.087.821 $ | +8,7 % | |||
| Annandale Capital, LLC | 13.475.000 $ | +789.000 $ | +6,2 % | 12.686.000 $ | -838.000 $ | -6,2 % | 13.524.000 $ | +13.391.169 $ | +10.081,4 % | |||
| Dakota Wealth Management | 13.380.960 $ | +1.190.317 $ | +9,8 % | 12.190.643 $ | -572.586 $ | -4,5 % | 12.763.229 $ | -1.305.940 $ | -9,3 % | |||
| ORBA Wealth Advisors, L.L.C. | 13.357.945 $ | +571.109 $ | +4,5 % | 12.786.836 $ | +5.172.453 $ | +67,9 % | 7.614.383 $ | -2.626.497 $ | -25,6 % | 10.240.880 $ | +719.557 $ | +7,6 % |
| HBE Wealth Management, LLC | 13.351.613 $ | +3.253.798 $ | +32,2 % | 10.097.815 $ | +856.666 $ | +9,3 % | 9.241.149 $ | |||||
| OPPENHEIMER & CO INC | 13.336.525 $ | +2.423.792 $ | +22,2 % | 10.912.733 $ | +1.608.222 $ | +17,3 % | ||||||
| SENTINEL WEALTH MANAGEMENT, INC. | 13.226.271 $ | +1.590.620 $ | +13,7 % | 11.635.651 $ | +1.357.980 $ | +13,2 % | 10.277.671 $ | +1.221.831 $ | +13,5 % | |||
| Coign Capital Advisors LLC | 13.178.407 $ | |||||||||||
| Clarity Capital Advisors, LLC | 13.171.471 $ | +1.115.783 $ | +9,3 % | 12.055.688 $ | +500.591 $ | +4,3 % | 11.555.097 $ | +2.029.716 $ | +21,3 % | |||
| Checchi Capital Advisers, LLC | 13.150.211 $ | +1.398.387 $ | +11,9 % | 11.751.824 $ | +992.165 $ | +9,2 % | 10.759.659 $ | +1.193.475 $ | +12,5 % | |||
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 13.106.021 $ | +152.842 $ | +1,2 % | 12.953.179 $ | +886.396 $ | +7,3 % | 12.066.783 $ | +376.069 $ | +3,2 % | 11.690.714 $ | +2.943.250 $ | +33,6 % |
| Milestone Investment Advisors LLC | 13.065.913 $ | +1.022.086 $ | +8,5 % | 12.043.827 $ | +1.789.357 $ | +17,4 % | 10.254.470 $ | +1.094.517 $ | +11,9 % | |||
| Seed Wealth Management, Inc. | 12.792.999 $ | -234.809 $ | -1,8 % | 13.027.808 $ | +1.566.710 $ | +13,7 % | 11.461.098 $ | +818.382 $ | +7,7 % | 10.642.716 $ | +1.714.558 $ | +19,2 % |
| Parkwoods Wealth Partners, LLC | 13.026.528 $ | +6.425.546 $ | +97,3 % | 6.600.982 $ | +674.097 $ | +11,4 % | 5.926.885 $ | +445.316 $ | +8,1 % | |||
| Mach-1 Financial Group, LLC | 13.024.233 $ | +357.893 $ | +2,8 % | 12.666.340 $ | +152.276 $ | +1,2 % | 12.514.064 $ | |||||
| Seven Springs Wealth Group, LLC | 12.917.643 $ | +1.013.721 $ | +8,5 % | 11.903.922 $ | +1.156.765 $ | +10,8 % | 10.747.157 $ | +414.695 $ | +4,0 % | |||
| Great Diamond Partners, LLC | 12.714.889 $ | -165.754 $ | -1,3 % | 12.880.643 $ | +2.241.827 $ | +21,1 % | 10.638.816 $ | +1.670.761 $ | +18,6 % | 8.968.055 $ | ||
| Choice Wealth Advisors LLC | 12.782.900 $ | -86.469 $ | -0,7 % | 12.869.369 $ | +1.650.538 $ | +14,7 % | 11.218.831 $ | +684.112 $ | +6,5 % | 10.534.719 $ | +506.032 $ | +5,0 % |
| Ridgeline Wealth, LLC | 12.864.161 $ | +620.354 $ | +5,1 % | 12.243.807 $ | +1.606.183 $ | +15,1 % | 10.637.624 $ | +584.663 $ | +5,8 % | 10.052.961 $ | +852.847 $ | +9,3 % |
| AGH Wealth Advisors, LLC | 12.775.963 $ | +1.561.703 $ | +13,9 % | 11.214.260 $ | -73.318 $ | -0,6 % | 11.287.578 $ | +642.959 $ | +6,0 % | |||
| Privatperson | 12.763.912 $ | +1.694.439 $ | +15,3 % | 11.069.473 $ | ||||||||
| Keyes, Stange & Wooten Wealth Management, LLC | 12.733.281 $ | +1.261.994 $ | +11,0 % | 11.471.287 $ | +915.238 $ | +8,7 % | 10.556.049 $ | +376.566 $ | +3,7 % | |||
| Nuveen, LLC | 12.706.736 $ | |||||||||||
| Lakeridge Wealth Management LLC | 12.036.580 $ | -654.175 $ | -5,2 % | 12.690.755 $ | +856.504 $ | +7,2 % | 11.834.251 $ | +905.724 $ | +8,3 % | |||
| MN Wealth Advisors, LLC | 12.666.008 $ | +864.114 $ | +7,3 % | 11.801.894 $ | +2.630.701 $ | +28,7 % | 9.171.193 $ | +443.507 $ | +5,1 % | 8.727.686 $ | +308.709 $ | +3,7 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 12.594.749 $ | |||||||||||
| Advyzon Investment Management, LLC | 12.563.757 $ | +4.743.947 $ | +60,7 % | 7.819.810 $ | +1.568.962 $ | +25,1 % | 6.250.848 $ | +800.838 $ | +14,7 % | |||
| Mason & Associates, LLC | 12.559.712 $ | +500.675 $ | +4,2 % | 12.059.037 $ | +897.741 $ | +8,0 % | 11.161.296 $ | -282.254 $ | -2,5 % | 11.443.550 $ | ||
| Midwest Heritage Bank, FSB | 12.553.691 $ | +1.554.178 $ | +14,1 % | 10.999.513 $ | +1.299.481 $ | +13,4 % | 9.700.032 $ | +316.817 $ | +3,4 % | |||
| Western Wealth Management, LLC | 12.403.657 $ | +8.272.818 $ | +200,3 % | 4.130.839 $ | -2.414.755 $ | -36,9 % | 6.545.594 $ | +324.908 $ | +5,2 % | |||
| CAPTRUST FINANCIAL ADVISORS | 12.293.476 $ | +1.234.940 $ | +11,2 % | 11.058.536 $ | +1.434.598 $ | +14,9 % | 9.623.938 $ | -1.896.666 $ | -16,5 % | |||
| Approach Retirement Advisors, LLC | 12.282.820 $ | +330.493 $ | +2,8 % | 11.952.327 $ | +1.662.999 $ | +16,2 % | 10.289.328 $ | +621.791 $ | +6,4 % | 9.667.537 $ | ||
| SOL Capital Management CO | 12.250.000 $ | +307.000 $ | +2,6 % | |||||||||
| Wealth Enhancement Trust Services, Inc. | 12.216.483 $ | +3.764.297 $ | +44,5 % | 8.452.186 $ | +3.877.618 $ | +84,8 % | 4.574.568 $ | +3.153.567 $ | +221,9 % | 1.421.001 $ | ||
| Legacy CG, LLC | 12.176.363 $ | +2.627.896 $ | +27,5 % | 9.548.467 $ | +883.506 $ | +10,2 % | 8.664.961 $ | +5.877.491 $ | +210,9 % | |||
| MAIMON WEALTH MANAGEMENT LTD. | 12.093.590 $ | +1.810.145 $ | +17,6 % | 10.283.445 $ | +1.438.794 $ | +16,3 % | 8.844.651 $ | |||||
| FLAGSHIP HARBOR ADVISORS, LLC | 12.072.985 $ | +1.246.827 $ | +11,5 % | 10.826.158 $ | -543.038 $ | -4,8 % | 11.369.196 $ | +631.943 $ | +5,9 % | |||
| Capital Investment Advisors, LLC | 10.575.302 $ | -513.208 $ | -4,6 % | 11.088.510 $ | +679.092 $ | +6,5 % | 10.409.418 $ | -1.579.469 $ | -13,2 % | 11.988.887 $ | +2.408.313 $ | +25,1 % |
| Accurate Wealth Management, LLC | 11.980.389 $ | +690.249 $ | +6,1 % | 11.290.140 $ | +3.630.401 $ | +47,4 % | 7.659.739 $ | +3.586.438 $ | +88,0 % | 4.073.301 $ | +1.728.005 $ | +73,7 % |
| Grove Bank & Trust | 11.795.800 $ | -89.707 $ | -0,8 % | 11.885.507 $ | +997.605 $ | +9,2 % | 10.887.902 $ | +1.227.806 $ | +12,7 % | 9.660.096 $ | +1.050.159 $ | +12,2 % |
| UPTICK PARTNERS, LLC | 11.789.381 $ | +5.029.480 $ | +74,4 % | 6.759.901 $ | +2.176.865 $ | +47,5 % | 4.583.036 $ | +3.162.944 $ | +222,7 % | |||
| L.K. Benson & Company, P.C. | 11.475.175 $ | -284.601 $ | -2,4 % | 11.759.776 $ | +963.026 $ | +8,9 % | 10.796.750 $ | +471.368 $ | +4,6 % | 10.325.382 $ | +364.342 $ | +3,7 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 7.590.024 $ | +226.867 $ | +3,1 % | 7.363.157 $ | -4.375.461 $ | -37,3 % | 11.738.618 $ | -3.963.764 $ | -25,2 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 11.725.136 $ | +2.148.756 $ | +22,4 % | 9.576.380 $ | +1.250.415 $ | +15,0 % | 8.325.965 $ | +867.674 $ | +11,6 % | |||
| Breakwater Capital Group | 11.655.433 $ | +784.959 $ | +7,2 % | 10.870.474 $ | +1.773.576 $ | +19,5 % | 9.096.898 $ | +1.444.385 $ | +18,9 % | 7.652.513 $ | +1.176.282 $ | +18,2 % |
| PLANWISER FINANCIAL, LLC | 9.505.620 $ | +3.212.797 $ | +51,1 % | 6.292.823 $ | -5.333.518 $ | -45,9 % | 11.626.341 $ | -860.127 $ | -6,9 % | |||
| NCM Capital Management, LLC | 11.602.341 $ | +1.441.819 $ | +14,2 % | 10.160.522 $ | +799.788 $ | +8,5 % | 9.360.734 $ | +532.428 $ | +6,0 % | |||
| MATTERN CAPITAL MANAGEMENT, LLC | 11.595.112 $ | +2.131.888 $ | +22,5 % | 9.463.224 $ | +1.080.607 $ | +12,9 % | 8.382.617 $ | +329.706 $ | +4,1 % | |||
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 11.563.322 $ | |||||||||||
| Bowman & Co S.C. | 11.514.099 $ | -584.777 $ | -4,8 % | |||||||||
| Stegent Equity Advisors, Inc. | 11.470.834 $ | +1.735.871 $ | +17,8 % | 9.734.963 $ | +1.285.123 $ | +15,2 % | 8.449.840 $ | -1.241.863 $ | -12,8 % | 9.691.703 $ | +766.929 $ | +8,6 % |
| Core Wealth Advisors, Inc. | 11.464.213 $ | +508.975 $ | +4,6 % | 10.955.238 $ | +10.016.860 $ | +1.067,5 % | 938.378 $ | +2.794 $ | +0,3 % | |||
| GREENWOOD CAPITAL ASSOCIATES LLC | 11.421.112 $ | +1.995.115 $ | +21,2 % | 9.425.997 $ | +1.567.448 $ | +19,9 % | 7.858.549 $ | +2.312.501 $ | +41,7 % | |||
| Systelligence, LLC | 11.393.469 $ | +1.637.972 $ | +16,8 % | 9.755.497 $ | +1.367.711 $ | +16,3 % | 8.387.786 $ | |||||
| Equita Financial Network, Inc. | 11.167.199 $ | -196.591 $ | -1,7 % | 11.363.790 $ | +1.141.293 $ | +11,2 % | 10.222.497 $ | +129.123 $ | +1,3 % | 10.093.374 $ | +311.811 $ | +3,2 % |
| Lauterbach Financial Advisors, LLC | 11.344.175 $ | +1.421.910 $ | +14,3 % | 9.922.265 $ | +1.798.866 $ | +22,1 % | 8.123.399 $ | +1.094.680 $ | +15,6 % | 7.028.719 $ | +1.079.687 $ | +18,1 % |
| KPP Advisory Services LLC | 11.340.712 $ | +433.517 $ | +4,0 % | 10.907.195 $ | +673.995 $ | +6,6 % | 10.233.200 $ | +67.343 $ | +0,7 % | |||
| Dunhill Financial, LLC | 11.320.547 $ | +2.120.289 $ | +23,0 % | 9.200.258 $ | +3.229.664 $ | +54,1 % | 5.970.594 $ | +4.410.173 $ | +282,6 % | |||
| SMITH, MOORE & CO. | 11.301.315 $ | +2.473.919 $ | +28,0 % | 8.827.396 $ | +563.078 $ | +6,8 % | 8.264.318 $ | +481.166 $ | +6,2 % | |||
| Vestment Financial LLC | 11.283.540 $ | +110.319 $ | +1,0 % | 11.173.221 $ | +835.056 $ | +8,1 % | 10.338.165 $ | +1.122.233 $ | +12,2 % | 9.215.932 $ | +819.219 $ | +9,8 % |
| Western Reserve Capital Management, LLC | 11.281.236 $ | +539.913 $ | +5,0 % | 10.741.323 $ | +1.344.677 $ | +14,3 % | 9.396.646 $ | +579.906 $ | +6,6 % | 8.816.740 $ | ||
| Brown Financial Advisors | 11.229.725 $ | +469.986 $ | +4,4 % | 10.759.739 $ | +121.278 $ | +1,1 % | 10.638.461 $ | +328.476 $ | +3,2 % | |||
| SkyOak Wealth, LLC | 11.187.925 $ | +3.772.737 $ | +50,9 % | 7.415.188 $ | +1.247.234 $ | +20,2 % | 6.167.954 $ | +765.366 $ | +14,2 % | |||
| Towneley Capital Management, Inc / DE | 10.565.290 $ | -607.541 $ | -5,4 % | 11.172.831 $ | +657.199 $ | +6,2 % | 10.515.632 $ | +844.264 $ | +8,7 % | 9.671.368 $ | +336.057 $ | +3,6 % |
| Wheels Up Wealth, Inc. | 11.150.950 $ | +794.750 $ | +7,7 % | 10.356.200 $ | -284.289 $ | -2,7 % | 10.640.489 $ | |||||
| Cornerstone Wealth Management, LLC | 11.103.201 $ | +885.174 $ | +8,7 % | 10.218.027 $ | +170.514 $ | +1,7 % | 10.047.513 $ | +551.538 $ | +5,8 % | |||
| E-Wealth Partners, LLC | 11.093.030 $ | +1.036.140 $ | +10,3 % | 10.056.890 $ | +887.088 $ | +9,7 % | 9.169.802 $ | |||||
| SPWM Advisors LLC | 11.081.825 $ | +411.525 $ | +3,9 % | 10.670.300 $ | +3.562.728 $ | +50,1 % | 7.107.572 $ | |||||
| Richmond Investment Services, LLC | 6.987.197 $ | -4.077.071 $ | -36,8 % | 11.064.268 $ | +919.828 $ | +9,1 % | 10.144.440 $ | +712.942 $ | +7,6 % | |||
| Davidson Kahn Capital Management, LLC | 11.030.109 $ | +2.385.857 $ | +27,6 % | 8.644.252 $ | ||||||||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 8.139.634 $ | -1.882.823 $ | -18,8 % | 10.022.457 $ | +2.742.485 $ | +37,7 % | 7.279.972 $ | -3.689.221 $ | -33,6 % | 10.969.193 $ | +7.472.689 $ | +213,7 % |
| Liberty Capital Management, Inc. | 10.948.102 $ | +2.082.548 $ | +23,5 % | 8.865.554 $ | +833.863 $ | +10,4 % | ||||||
| SEEDS INVESTOR LLC | 10.917.676 $ | +4.135.103 $ | +61,0 % | 6.782.573 $ | +5.619.137 $ | +483,0 % | 1.163.436 $ | -417.111 $ | -26,4 % | |||
| SEVEN MILE ADVISORY | 10.849.311 $ | +515.672 $ | +5,0 % | |||||||||
| MB, LEVIS & ASSOCIATES, LLC | 10.793.719 $ | +210.580 $ | +2,0 % | 10.583.139 $ | +1.336.787 $ | +14,5 % | 9.246.352 $ | -606.455 $ | -6,2 % | 9.852.807 $ | +112.210 $ | +1,2 % |
| DeLarme Wealth Management, Inc. | 10.779.286 $ | +823.878 $ | +8,3 % | 9.955.408 $ | +631.994 $ | +6,8 % | 9.323.414 $ | |||||
| Cornerstone Wealth Group, LLC | 10.763.258 $ | +1.429.421 $ | +15,3 % | 9.333.837 $ | ||||||||
| HRT FINANCIAL LP | 10.746.000 $ | +5.824.000 $ | +118,3 % | 4.922.000 $ | +4.446.000 $ | +934,0 % | 476.000 $ | -329.000 $ | -40,9 % | |||
| Watchman Group, Inc. | 10.700.563 $ | +471.374 $ | +4,6 % | 10.229.189 $ | +1.154.023 $ | +12,7 % | 9.075.166 $ | +8.364.085 $ | +1.176,2 % | 711.081 $ | ||
| Schulz Wealth, LTD. | 10.634.020 $ | +2.693.615 $ | +33,9 % | 7.940.405 $ | +597.923 $ | +8,1 % | ||||||
| Retirement Management Systems Inc. | 10.599.775 $ | +9.558.568 $ | +918,0 % | 1.041.207 $ | +11.142 $ | +1,1 % | 1.030.065 $ | |||||
| Forthright Family Wealth Advisory LLC | 10.584.779 $ | +1.840.088 $ | +21,0 % | 8.744.691 $ | +650.054 $ | +8,0 % | ||||||
| Prospect Financial Group LLC | 10.572.320 $ | +960.351 $ | +10,0 % | 9.611.969 $ | +648.774 $ | +7,2 % | 8.963.195 $ | +391.215 $ | +4,6 % | |||
| Capstone Wealth Management, LLC | 10.570.457 $ | +968.522 $ | +10,1 % | 9.601.935 $ | +822.973 $ | +9,4 % | 8.778.962 $ | +445.880 $ | +5,4 % | |||
| GTS SECURITIES LLC | 10.513.177 $ | +8.631.401 $ | +458,7 % | 1.881.776 $ | +507.874 $ | +37,0 % | 1.373.902 $ | +65.837 $ | +5,0 % | |||
| TD Waterhouse Canada Inc. | 10.478.087 $ | +575.332 $ | +5,8 % | 9.902.755 $ | +482.263 $ | +5,1 % | 9.420.492 $ | +948.689 $ | +11,2 % | 8.471.803 $ | +605.982 $ | +7,7 % |
| Kane Co Wealth Management, Inc. | 10.452.679 $ | +761.960 $ | +7,9 % | 9.690.719 $ | +1.109.935 $ | +12,9 % | 8.580.784 $ | |||||
| INTEGRATED WEALTHCARE, LLC | 10.434.763 $ | +1.526.021 $ | +17,1 % | 8.908.742 $ | +631.215 $ | +7,6 % | 8.277.527 $ | |||||
| Hudson Oak Wealth Advisory LLC | 10.269.057 $ | -24.507 $ | -0,2 % | 10.293.564 $ | +807.162 $ | +8,5 % | 9.486.402 $ | +980.610 $ | +11,5 % | 8.505.792 $ | ||
| Prosperity Financial Group, Inc. | 10.260.796 $ | +1.375.213 $ | +15,5 % | 8.885.583 $ | +484.003 $ | +5,8 % | 8.401.580 $ | -956.360 $ | -10,2 % | |||
| Legacy Wealth Management, LLC / MS | 10.255.388 $ | +1.564.834 $ | +18,0 % | 8.690.554 $ | ||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10.248.848 $ | +2.463.318 $ | +31,6 % | 7.785.530 $ | +1.472.839 $ | +23,3 % | 6.312.691 $ | +1.245.726 $ | +24,6 % | |||
| JP Wealth Management, Inc. | 9.664.442 $ | -581.099 $ | -5,7 % | 10.245.541 $ | +1.284.436 $ | +14,3 % | 8.961.105 $ | |||||
| ISLAY CAPITAL MANAGEMENT, LLC | 9.761.625 $ | -457.940 $ | -4,5 % | 10.219.565 $ | +1.835.650 $ | +21,9 % | 8.383.915 $ | +1.405.495 $ | +20,1 % | 6.978.420 $ | -899.514 $ | -11,4 % |
| CARY STREET PARTNERS FINANCIAL LLC | 10.177.265 $ | +9.928.707 $ | +3.994,5 % | 248.558 $ | +19.103 $ | +8,3 % | 229.455 $ | +5.512 $ | +2,5 % | |||
| KMG FIDUCIARY PARTNERS, LLC | 1.244.584 $ | -8.724.012 $ | -87,5 % | 9.968.596 $ | -198.349 $ | -2,0 % | 10.166.945 $ | +560.004 $ | +5,8 % | |||
| Capasso Planning Partners LLC | 10.166.103 $ | +1.044.471 $ | +11,5 % | 9.121.632 $ | +751.993 $ | +9,0 % | 8.369.639 $ | +718.946 $ | +9,4 % | |||
| MFA Wealth Services | 10.085.729 $ | +18.206 $ | +0,2 % | 10.067.523 $ | +1.310.467 $ | +15,0 % | 8.757.056 $ | -697.008 $ | -7,4 % | 9.454.064 $ | +148.547 $ | +1,6 % |
| Sovran Advisors, LLC | 10.042.951 $ | +2.357.538 $ | +30,7 % | 7.685.413 $ | +1.024.364 $ | +15,4 % | 6.661.049 $ | -81.140 $ | -1,2 % | |||
| One Wealth Advisors, LLC | 7.106.850 $ | -2.916.234 $ | -29,1 % | 10.023.084 $ | +2.053.940 $ | +25,8 % | 7.969.144 $ | +4.043.219 $ | +103,0 % | |||
| Sprinkle Financial Consultants LLC | 9.994.273 $ | +2.347.845 $ | +30,7 % | 7.646.428 $ | +1.669.357 $ | +27,9 % | 5.977.071 $ | +488.044 $ | +8,9 % | 5.489.027 $ | +957.186 $ | +21,1 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9.982.940 $ | +1.296.456 $ | +14,9 % | 8.686.484 $ | +2.223.490 $ | +34,4 % | 6.462.994 $ | +6.086.010 $ | +1.614,4 % | |||
| WEDBUSH SECURITIES INC | 9.975.000 $ | +3.266.000 $ | +48,7 % | 6.709.000 $ | +858.000 $ | +14,7 % | 5.851.000 $ | +328.000 $ | +5,9 % | 5.523.000 $ | +608.000 $ | +12,4 % |
| Advisory Solutions Group, LLC | 9.952.318 $ | +8.248.227 $ | +484,0 % | 1.704.091 $ | ||||||||
| KilterHowling LLC | 9.928.892 $ | +625.471 $ | +6,7 % | 9.303.421 $ | ||||||||
| Mendota Financial Group, LLC | 9.923.367 $ | +1.734.020 $ | +21,2 % | 8.189.347 $ | +2.801.209 $ | +52,0 % | 5.388.138 $ | +1.291.429 $ | +31,5 % | 4.096.709 $ | +2.033.275 $ | +98,5 % |
| Trajan Wealth LLC | 9.912.197 $ | +903.508 $ | +10,0 % | 9.008.689 $ | +604.767 $ | +7,2 % | 8.403.922 $ | -160.820 $ | -1,9 % | |||
| NATIONAL BANK OF CANADA /FI/ | 9.892.297 $ | +2.852.196 $ | +40,5 % | 7.040.101 $ | +5.141.167 $ | +270,7 % | 1.898.934 $ | -651.066 $ | -25,5 % | |||
| Freestate Advisors LLC | 9.887.287 $ | +481.883 $ | +5,1 % | 9.405.404 $ | +1.435.017 $ | +18,0 % | 7.970.387 $ | +408.639 $ | +5,4 % | 7.561.748 $ | +197.788 $ | +2,7 % |
| Arete Wealth Advisors, LLC | 9.884.915 $ | +3.901.220 $ | +65,2 % | 5.983.695 $ | +4.130.043 $ | +222,8 % | 1.853.652 $ | +93.652 $ | +5,3 % | |||
| Widmann Financial Services, Inc. | 9.868.570 $ | +1.283.844 $ | +15,0 % | 8.584.726 $ | +512.085 $ | +6,3 % | 8.072.641 $ | +564.939 $ | +7,5 % | |||
| rebel Financial LLC | 9.743.851 $ | -97.938 $ | -1,0 % | 9.841.789 $ | -9.595 $ | -0,1 % | ||||||
| Clark Capital Management Group, Inc. | 9.827.236 $ | +450.946 $ | +4,8 % | 9.376.290 $ | +1.023.272 $ | +12,3 % | 8.353.018 $ | -359.097 $ | -4,1 % | |||
| GEM Asset Management, LLC | 9.820.275 $ | +243.769 $ | +2,5 % | 9.576.506 $ | +1.453.478 $ | +17,9 % | 8.123.028 $ | +536.524 $ | +7,1 % | 7.586.504 $ | +452.933 $ | +6,3 % |
| Navalign, LLC | 9.787.709 $ | +982.268 $ | +11,2 % | 8.805.441 $ | +584.940 $ | +7,1 % | 8.220.501 $ | +152.672 $ | +1,9 % | |||
| Clark Wealth Partners | 9.772.123 $ | +278.239 $ | +2,9 % | 9.493.884 $ | +697.774 $ | +7,9 % | 8.796.110 $ | +2.131.521 $ | +32,0 % | 6.664.589 $ | +0 $ | +0,0 % |
| Forum Financial Management, LP | 9.756.559 $ | -3.968 $ | -0,0 % | 9.760.527 $ | +816.990 $ | +9,1 % | 8.943.537 $ | +303.628 $ | +3,5 % | 8.639.909 $ | -205.368 $ | -2,3 % |
| Clear Creek Financial Management, LLC | 9.745.303 $ | +1.668.316 $ | +20,7 % | 8.076.987 $ | +1.238.770 $ | +18,1 % | 6.838.217 $ | +1.467.074 $ | +27,3 % | |||
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 9.735.043 $ | +4.534.106 $ | +87,2 % | 5.200.937 $ | ||||||||
| Evanson Asset Management, LLC | 9.665.923 $ | +2.342.155 $ | +32,0 % | 7.323.768 $ | +471.036 $ | +6,9 % | ||||||
| J.W. COLE ADVISORS, INC. | 9.646.150 $ | +2.850.371 $ | +41,9 % | 6.795.779 $ | +673.743 $ | +11,0 % | 6.122.036 $ | +260.321 $ | +4,4 % | |||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 9.605.634 $ | +5.816.964 $ | +153,5 % | 3.788.670 $ | +3.309.686 $ | +691,0 % | 478.984 $ | |||||
| Prudent Investor Advisors, LLC | 9.597.312 $ | |||||||||||
| Mattern Wealth Management LLC | 9.595.167 $ | +2.535.823 $ | +35,9 % | 7.059.344 $ | +39.668 $ | +0,6 % | 7.019.676 $ | +323.700 $ | +4,8 % | |||
| Ballast Financial Advisors LLC | 9.554.059 $ | +985.995 $ | +11,5 % | 8.568.064 $ | +571.110 $ | +7,1 % | 7.996.954 $ | |||||
| QUANTUM FINANCIAL PARTNERS LLC | 9.278.102 $ | -271.750 $ | -2,8 % | 9.549.852 $ | ||||||||
| LongView Wealth Management | 9.543.832 $ | +9.178.595 $ | +2.513,1 % | 365.237 $ | +129.601 $ | +55,0 % | 235.636 $ | |||||
| EWA, LLC | 7.470.791 $ | -2.049.988 $ | -21,5 % | 9.520.779 $ | ||||||||
| Hudson Capital Management LLC | 9.204.794 $ | -196.159 $ | -2,1 % | 9.400.953 $ | +1.413.219 $ | +17,7 % | 7.987.734 $ | |||||
| KINTRA WEALTH, LLC | 9.369.959 $ | |||||||||||
| Nicht ausgewiesen | 9.329.922 $ | +1.598.327 $ | +20,7 % | 7.731.595 $ | -221.994 $ | -2,8 % | 7.953.589 $ | +1.289.850 $ | +19,4 % | |||
| Onyx Bridge Wealth Group LLC | 4.845.676 $ | +568.459 $ | +13,3 % | 4.277.217 $ | +619.750 $ | +16,9 % | 3.657.467 $ | -5.670.392 $ | -60,8 % | 9.327.859 $ | +7.849.931 $ | +531,1 % |
| 46 Peaks LLC | 9.317.846 $ | +4.161.048 $ | +80,7 % | 5.156.798 $ | +389.722 $ | +8,2 % | 4.767.076 $ | |||||
| ACIMA PRIVATE WEALTH, LLC | 9.304.313 $ | +513.495 $ | +5,8 % | 8.790.818 $ | +862.874 $ | +10,9 % | 7.927.944 $ | +349.715 $ | +4,6 % | 7.578.229 $ | -434.280 $ | -5,4 % |
| CFS Investment Advisory Services, LLC | 726.049 $ | -4.671.153 $ | -86,5 % | 5.397.202 $ | -3.891.670 $ | -41,9 % | 9.288.872 $ | +2.177.230 $ | +30,6 % | 7.111.642 $ | +3.399.017 $ | +91,6 % |
| WEALTH ALLIANCE, LLC | 9.287.555 $ | +5.356.783 $ | +136,3 % | 3.930.772 $ | +2.100.502 $ | +114,8 % | 1.830.270 $ | |||||
| FFG Partners, LLC | 9.251.504 $ | |||||||||||
| Stonebrook Private Inc. | 7.756.309 $ | -1.491.651 $ | -16,1 % | 9.247.960 $ | +705.481 $ | +8,3 % | 8.542.479 $ | +8.151.073 $ | +2.082,5 % | |||
| 1ST SOURCE BANK | 9.227.351 $ | |||||||||||
| Wealth Alliance Advisory Group, LLC | 8.857.457 $ | -362.065 $ | -3,9 % | 9.219.522 $ | +1.653.385 $ | +21,9 % | 7.566.137 $ | |||||
| Strategent Financial, LLC | 9.203.492 $ | +1.618.777 $ | +21,3 % | 7.584.715 $ | +1.196.574 $ | +18,7 % | 6.388.141 $ | +6.161.244 $ | +2.715,4 % | |||
| Evelyn Partners Asset Management Ltd | 9.202.317 $ | +1.443.476 $ | +18,6 % | 7.758.841 $ | +7.742.767 $ | +48.169,5 % | ||||||
| BLVD Private Wealth, LLC | 9.163.314 $ | +1.489.353 $ | +19,4 % | 7.673.961 $ | +560.460 $ | +7,9 % | 7.113.501 $ | +75.019 $ | +1,1 % | 7.038.482 $ | +306.104 $ | +4,5 % |
| Chris Bulman Inc | 9.147.675 $ | +276.829 $ | +3,1 % | 8.870.846 $ | +2.540.787 $ | +40,1 % | 6.330.059 $ | +738.621 $ | +13,2 % | 5.591.438 $ | +751.639 $ | +15,5 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.130.259 $ | +216.896 $ | +2,4 % | 8.913.363 $ | +2.693.088 $ | +43,3 % | 6.220.275 $ | +1.048.901 $ | +20,3 % | 5.171.374 $ | -3.684.945 $ | -41,6 % |
| LRI Investments, LLC | 9.061.159 $ | +860.379 $ | +10,5 % | 8.200.780 $ | +409.573 $ | +5,3 % | 7.791.207 $ | +336.730 $ | +4,5 % | |||
| CONDOR CAPITAL MANAGEMENT | 9.042.584 $ | +176.592 $ | +2,0 % | 8.865.992 $ | +397.845 $ | +4,7 % | 8.468.147 $ | +108.946 $ | +1,3 % | |||
| Merited Wealth, LLC | 9.015.321 $ | +947.046 $ | +11,7 % | 8.068.275 $ | +3.932.123 $ | +95,1 % | 4.136.152 $ | +2.328.488 $ | +128,8 % | 1.807.664 $ | ||
| Gladstone Institutional Advisory LLC | 9.004.579 $ | +1.328.115 $ | +17,3 % | 7.676.464 $ | +1.873.033 $ | +32,3 % | 5.803.431 $ | +762.153 $ | +15,1 % | |||
| Paladin Wealth, LLC | 9.001.737 $ | +198.646 $ | +2,3 % | 8.803.091 $ | +1.161.744 $ | +15,2 % | 7.641.347 $ | +932.833 $ | +13,9 % | 6.708.514 $ | +1.306.342 $ | +24,2 % |
| TITLEIST ASSET MANAGEMENT, LLC | 8.971.926 $ | +7.947.836 $ | +776,1 % | 1.024.090 $ | +110.468 $ | +12,1 % | 913.622 $ | +70.185 $ | +8,3 % | 843.437 $ | +19.282 $ | +2,3 % |
| Tull Financial Group, Inc. | 8.958.627 $ | |||||||||||
| CIBC WORLD MARKET INC. | 8.951.757 $ | +5.346.420 $ | +148,3 % | 3.605.337 $ | ||||||||
| SRH ADVISORS, LLC | 8.903.347 $ | +701.384 $ | +8,6 % | 8.201.963 $ | +1.760.915 $ | +27,3 % | 6.441.048 $ | +1.021.393 $ | +18,8 % | 5.419.655 $ | +936.112 $ | +20,9 % |
| Platt Wealth Management LLC | 8.874.000 $ | +1.341.000 $ | +17,8 % | 7.533.000 $ | +1.444.000 $ | +23,7 % | 6.089.000 $ | |||||
| Towerpoint Wealth, LLC | 8.789.801 $ | +3.264.750 $ | +59,1 % | 5.525.051 $ | +3.325.235 $ | +151,2 % | 2.199.816 $ | |||||
| LEGACY FINANCIAL GROUP, INC. | 8.785.035 $ | +4.385.982 $ | +99,7 % | 4.399.053 $ | +394.403 $ | +9,8 % | 4.004.650 $ | +279.492 $ | +7,5 % | 3.725.158 $ | +544.990 $ | +17,1 % |
| S&A Financial Services, Inc. | 8.741.849 $ | +2.281.473 $ | +35,3 % | 6.460.376 $ | ||||||||
| RAINEY & RANDALL WEALTH ADVISORS INC. | 8.717.775 $ | +1.039.133 $ | +13,5 % | 7.678.642 $ | +744.627 $ | +10,7 % | 6.934.015 $ | +185.744 $ | +2,8 % | |||
| SIMON QUICK ADVISORS, LLC | 8.716.356 $ | |||||||||||
| SENTINEL PENSION ADVISORS, LLC | 8.647.730 $ | +1.334.373 $ | +18,2 % | 7.313.357 $ | +874.851 $ | +13,6 % | 6.438.506 $ | +1.035.295 $ | +19,2 % | |||
| PRINCIPAL SECURITIES, INC. | 8.600.839 $ | +608.799 $ | +7,6 % | 7.992.040 $ | +1.211.405 $ | +17,9 % | 6.780.635 $ | +632.279 $ | +10,3 % | |||
| Carrera Capital Advisors | 586.394 $ | -8.014.272 $ | -93,2 % | 8.600.666 $ | +945.880 $ | +12,4 % | 7.654.786 $ | |||||
| DWM Financial Group, Inc. | 8.574.580 $ | |||||||||||
| Proactive Wealth Strategies LLC | 8.537.338 $ | +2.263.556 $ | +36,1 % | 6.273.782 $ | +4.011.184 $ | +177,3 % | 2.262.598 $ | +116.998 $ | +5,5 % | |||
| Argent Trust Co | 8.504.888 $ | +3.792.460 $ | +80,5 % | 4.712.428 $ | +505.446 $ | +12,0 % | 4.206.982 $ | +2.159.052 $ | +105,4 % | |||
| IMA Advisory Services, Inc. | 8.503.963 $ | +1.353.220 $ | +18,9 % | 7.150.743 $ | +678.439 $ | +10,5 % | 6.472.304 $ | +456.547 $ | +7,6 % | |||
| Family Office Research LLC | 8.274.741 $ | -207.389 $ | -2,4 % | 8.482.130 $ | +975.553 $ | +13,0 % | 7.506.577 $ | +191.177 $ | +2,6 % | 7.315.400 $ | +468.810 $ | +6,8 % |
| UMB Bank, n.a. | 8.478.200 $ | +545.059 $ | +6,9 % | 7.933.141 $ | +1.864.133 $ | +30,7 % | 6.069.008 $ | +191.537 $ | +3,3 % | |||
| Redhawk Wealth Advisors, Inc. | 8.476.455 $ | +3.986.910 $ | +88,8 % | 4.489.545 $ | +1.112.011 $ | +32,9 % | 3.377.534 $ | -698.076 $ | -17,1 % | 4.075.610 $ | +3.269.747 $ | +405,7 % |
| CSS LLC/IL | 5.432.151 $ | -332.215 $ | -5,8 % | 5.764.366 $ | -2.709.472 $ | -32,0 % | 8.473.838 $ | +444.286 $ | +5,5 % | |||
| GAINLINE FINANCIAL PARTNERS, LLC | 8.430.559 $ | +1.061.224 $ | +14,4 % | 7.369.335 $ | ||||||||
| D. E. Shaw & Co., Inc. | 1.262.696 $ | -31.632 $ | -2,4 % | 1.294.328 $ | -7.099.029 $ | -84,6 % | 8.393.357 $ | +7.034.256 $ | +517,6 % | |||
| Provident Wealth Management, LLC | 5.871.786 $ | -2.513.153 $ | -30,0 % | 8.384.939 $ | +896.469 $ | +12,0 % | 7.488.470 $ | +507.263 $ | +7,3 % | 6.981.207 $ | +139.554 $ | +2,0 % |
| BridgePort Financial Solutions, LLC | 8.343.050 $ | |||||||||||
| Milestone Asset Management Group, LLC | 8.326.813 $ | +1.222.709 $ | +17,2 % | 7.104.104 $ | +933.063 $ | +15,1 % | 6.171.041 $ | +615.061 $ | +11,1 % | 5.555.980 $ | +1.273.535 $ | +29,7 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8.325.174 $ | +4.078.844 $ | +96,1 % | 4.246.330 $ | -407.452 $ | -8,8 % | 4.653.782 $ | +1.230.330 $ | +35,9 % | |||
| Westside Investment Management, Inc. | 8.306.616 $ | +931.364 $ | +12,6 % | 7.375.252 $ | +1.054.492 $ | +16,7 % | 6.320.760 $ | +483.336 $ | +8,3 % | |||
| Slagle Financial, LLC | 8.285.556 $ | +2.539.999 $ | +44,2 % | 5.745.557 $ | -272.100 $ | -4,5 % | 6.017.657 $ | +403.191 $ | +7,2 % | |||
| BASSO CAPITAL MANAGEMENT, L.P. | 8.277.821 $ | |||||||||||
| GC Wealth Management RIA, LLC | 3.063.931 $ | -5.154.069 $ | -62,7 % | 8.218.000 $ | +980.812 $ | +13,6 % | 7.237.188 $ | +529.604 $ | +7,9 % | |||
| Freedom Day Solutions, LLC | 7.514.782 $ | -681.347 $ | -8,3 % | 8.196.129 $ | ||||||||
| McCarley & Cook Financial Planners | 5.081.136 $ | -73.138 $ | -1,4 % | 5.154.274 $ | -3.023.523 $ | -37,0 % | 8.177.797 $ | +681.453 $ | +9,1 % | 7.496.344 $ | ||
| Carr Financial Group Corp | 8.131.831 $ | +2.410.722 $ | +42,1 % | 5.721.109 $ | -942.369 $ | -14,1 % | 6.663.478 $ | -20.649 $ | -0,3 % | |||
| Bison Wealth, LLC | 8.120.040 $ | +1.354.774 $ | +20,0 % | 6.765.266 $ | +508.859 $ | +8,1 % | 6.256.407 $ | +932.988 $ | +17,5 % | 5.323.419 $ | -10.608.708 $ | -66,6 % |
| Oath Planning, LLC | 8.110.951 $ | +1.497.521 $ | +22,6 % | 6.613.430 $ | +868.912 $ | +15,1 % | 5.744.518 $ | +609.631 $ | +11,9 % | 5.134.887 $ | ||
| ShankerValleau Wealth Advisors, Inc. | 8.054.572 $ | -1.437 $ | -0,0 % | 8.056.009 $ | +438.395 $ | +5,8 % | 7.617.614 $ | +37.177 $ | +0,5 % | 7.580.437 $ | +299.676 $ | +4,1 % |
| Riverwater Partners LLC | 8.043.290 $ | +397.303 $ | +5,2 % | 7.645.987 $ | +2.461.811 $ | +47,5 % | 5.184.176 $ | +1.200.621 $ | +30,1 % | |||
| BlueStem Wealth Partners, LLC | 8.037.874 $ | +818.814 $ | +11,3 % | 7.219.060 $ | +1.985.549 $ | +37,9 % | 5.233.511 $ | +180.504 $ | +3,6 % | |||
| INDEPENDENT FINANCIAL GROUP, LLC | 8.029.522 $ | +1.019.503 $ | +14,5 % | 7.010.019 $ | +3.620.633 $ | +106,8 % | 3.389.386 $ | +847.778 $ | +33,4 % | 2.541.608 $ | +750.056 $ | +41,9 % |
| Vise Technologies, Inc. | 7.987.976 $ | +0 $ | +0,0 % | 7.987.976 $ | +5.300.953 $ | +197,3 % | ||||||
| Stonehearth Capital Management, LLC | 7.965.088 $ | +448.875 $ | +6,0 % | 7.516.213 $ | +1.236.390 $ | +19,7 % | 6.279.823 $ | +393.441 $ | +6,7 % | 5.886.382 $ | +5.535.908 $ | +1.579,5 % |
| Keel Point, LLC | 7.924.872 $ | +6.525.200 $ | +466,2 % | 1.399.672 $ | +303.832 $ | +27,7 % | 1.095.840 $ | +14.545 $ | +1,3 % | |||
| COURIER CAPITAL LLC | 7.857.817 $ | +224.669 $ | +2,9 % | 7.633.148 $ | +657.446 $ | +9,4 % | 6.975.702 $ | +793.115 $ | +12,8 % | 6.182.587 $ | +558.803 $ | +9,9 % |
| Ducere Wealth Management LLC | 7.837.037 $ | |||||||||||
| Owl Creek Wealth Partners LLC | 7.815.764 $ | +898.398 $ | +13,0 % | 6.917.366 $ | +1.716.652 $ | +33,0 % | 5.200.714 $ | |||||
| Signal Advisors Wealth, LLC | 7.776.037 $ | +1.071.560 $ | +16,0 % | 6.704.477 $ | +329.752 $ | +5,2 % | 6.374.725 $ | +1.057.928 $ | +19,9 % | 5.316.797 $ | +275.180 $ | +5,5 % |
| BFI Wealth Solutions, LLC | 7.717.052 $ | +365.892 $ | +5,0 % | 7.351.160 $ | +5.169.886 $ | +237,0 % | 2.181.274 $ | +943.901 $ | +76,3 % | 1.237.373 $ | ||
| Clarus Group, Inc. | 7.708.282 $ | +4.315.807 $ | +127,2 % | 3.392.475 $ | +294.095 $ | +9,5 % | 3.098.380 $ | +148.734 $ | +5,0 % | 2.949.646 $ | -57.589 $ | -1,9 % |
| Relyea Zuckerberg Hanson LLC | 7.703.786 $ | +25.830 $ | +0,3 % | 7.677.956 $ | +1.113.246 $ | +17,0 % | 6.564.710 $ | +487.855 $ | +8,0 % | 6.076.855 $ | +156.049 $ | +2,6 % |
| Abacus Planning Group, Inc. | 7.695.652 $ | +1.203.391 $ | +18,5 % | 6.492.261 $ | -859.862 $ | -11,7 % | 7.352.123 $ | +284.835 $ | +4,0 % | |||
| ARK & TLK INVESTMENTS, LLC | 7.688.050 $ | +256.276 $ | +3,4 % | 7.431.774 $ | +824.360 $ | +12,5 % | 6.607.414 $ | +1.111.268 $ | +20,2 % | 5.496.146 $ | +1.474.809 $ | +36,7 % |
| CRA Financial Services, LLC | 7.684.594 $ | +175.028 $ | +2,3 % | 7.509.566 $ | +1.171.962 $ | +18,5 % | 6.337.604 $ | +490.166 $ | +8,4 % | 5.847.438 $ | +860.882 $ | +17,3 % |
| FIDUCIARY FINANCIAL GROUP, LLC | 7.648.770 $ | |||||||||||
| RIVERSEDGE ADVISORS, LLC | 7.409.084 $ | -218.229 $ | -2,9 % | 7.627.313 $ | +957.626 $ | +14,4 % | 6.669.687 $ | |||||
| Total Clarity Wealth Management, Inc. | 7.623.746 $ | +4.584.711 $ | +150,9 % | 3.039.035 $ | +1.529.437 $ | +101,3 % | 1.509.598 $ | |||||
| Asset Dedication, LLC | 7.623.383 $ | +633.451 $ | +9,1 % | 6.989.932 $ | +170.280 $ | +2,5 % | 6.819.652 $ | -84.710 $ | -1,2 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 7.623.372 $ | +1.239.661 $ | +19,4 % | 6.383.711 $ | +409.115 $ | +6,8 % | 5.974.596 $ | +444.798 $ | +8,0 % | |||
| Del-Sette Capital Management, LLC | 1.264.261 $ | -155.009 $ | -10,9 % | 1.419.270 $ | -6.142.070 $ | -81,2 % | 7.561.340 $ | +154.431 $ | +2,1 % | 7.406.909 $ | +1.601.324 $ | +27,6 % |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 7.547.731 $ | +743.552 $ | +10,9 % | 6.804.179 $ | +967.557 $ | +16,6 % | 5.836.622 $ | +682.261 $ | +13,2 % | |||
| Index Fund Advisors, Inc. | 7.532.776 $ | +427.102 $ | +6,0 % | 7.105.674 $ | +1.020.356 $ | +16,8 % | 6.085.318 $ | +290.138 $ | +5,0 % | |||
| IF Advisors, LLC | 7.495.491 $ | +1.664.747 $ | +28,6 % | 5.830.744 $ | +1.217.088 $ | +26,4 % | 4.613.656 $ | |||||
| Empire Financial Management Company, LLC | 7.494.520 $ | +500.415 $ | +7,2 % | 6.994.105 $ | +1.008.826 $ | +16,9 % | 5.985.279 $ | +995.498 $ | +20,0 % | |||
| Spectrum Advisors, Inc. | 7.484.907 $ | +869.225 $ | +13,1 % | 6.615.682 $ | ||||||||
| KOM Wealth Management Group, LLC | 7.455.985 $ | +1.192.539 $ | +19,0 % | 6.263.446 $ | +808.284 $ | +14,8 % | 5.455.162 $ | +1.106.268 $ | +25,4 % | 4.348.894 $ | +1.949.001 $ | +81,2 % |
| Laird Norton Wetherby Trust Company, LLC | 7.450.741 $ | |||||||||||
| Wright Wealth LLC | 7.423.842 $ | +920.432 $ | +14,2 % | 6.503.410 $ | +679.903 $ | +11,7 % | 5.823.507 $ | |||||
| Nicholson Meyer Capital Management, Inc. | 7.419.282 $ | +636.836 $ | +9,4 % | 6.782.446 $ | ||||||||
| Prospera Financial Services Inc | 7.384.935 $ | +3.316.509 $ | +81,5 % | 4.068.426 $ | +3.549.317 $ | +683,7 % | 519.109 $ | -761.437 $ | -59,5 % | |||
| VICTORY FINANCIAL GROUP, LLC | 7.383.474 $ | +725.921 $ | +10,9 % | 6.657.553 $ | +2.015.423 $ | +43,4 % | 4.642.130 $ | +2.667.369 $ | +135,1 % | |||
| Asset One Wealth Management LLC | 7.380.407 $ | +252.462 $ | +3,5 % | 7.127.945 $ | ||||||||
| WealthPLAN Partners, LLC | 5.859.704 $ | -1.413.912 $ | -19,4 % | 7.273.616 $ | -74.970 $ | -1,0 % | 7.348.586 $ | +469.197 $ | +6,8 % | 6.879.389 $ | +614.324 $ | +9,8 % |
| Ironwood Wealth Management, LLC. | 7.332.589 $ | |||||||||||
| M Holdings Securities, Inc. | 7.323.000 $ | +1.017.000 $ | +16,1 % | 6.306.000 $ | ||||||||
| Maia Wealth LLC | 6.201.237 $ | -1.093.187 $ | -15,0 % | 7.294.424 $ | +1.191.576 $ | +19,5 % | 6.102.848 $ | +38.961 $ | +0,6 % | 6.063.887 $ | +2.808.956 $ | +86,3 % |
| NorthCrest Asset Manangement, LLC | 7.275.979 $ | +568.963 $ | +8,5 % | 6.707.016 $ | +1.569.746 $ | +30,6 % | 5.137.270 $ | +921.840 $ | +21,9 % | 4.215.430 $ | +672.200 $ | +19,0 % |
| NFSG Corp | 7.274.157 $ | +3.393.201 $ | +87,4 % | 3.880.956 $ | +3.875.432 $ | +70.156,3 % | 5.524 $ | +425 $ | +8,3 % | 5.099 $ | ||
| Capstone Wealth Management, Inc. | 7.182.664 $ | +979.554 $ | +15,8 % | 6.203.110 $ | +863.995 $ | +16,2 % | 5.339.115 $ | |||||
| Weil Company, Inc. | 7.178.293 $ | +245.535 $ | +3,5 % | 6.932.758 $ | +1.100.676 $ | +18,9 % | 5.832.082 $ | +11.356 $ | +0,2 % | 5.820.726 $ | +609.063 $ | +11,7 % |
| ProVise Management Group, LLC | 4.207.032 $ | -2.941.924 $ | -41,2 % | 7.148.956 $ | +669.657 $ | +10,3 % | 6.479.299 $ | +467.787 $ | +7,8 % | |||
| ACCREDITED INVESTOR SERVICES, LLC | 6.941.246 $ | -189.287 $ | -2,7 % | 7.130.533 $ | +930.183 $ | +15,0 % | 6.200.350 $ | +677.623 $ | +12,3 % | 5.522.727 $ | +331.740 $ | +6,4 % |
| VISTA INVESTMENT PARTNERS II, LLC | 1.679.712 $ | -5.437.543 $ | -76,4 % | 7.117.255 $ | +6.162.577 $ | +645,5 % | 954.678 $ | |||||
| ARWA LLC | 7.091.141 $ | +3.100.589 $ | +77,7 % | 3.990.552 $ | +450.482 $ | +12,7 % | 3.540.070 $ | +996.733 $ | +39,2 % | 2.543.337 $ | ||
| SFM, LLC d/b/a Sweeney Financial Advisors | 7.086.471 $ | +4.494.710 $ | +173,4 % | 2.591.761 $ | ||||||||
| Transcendent Capital Group LLC | 7.060.436 $ | +795.330 $ | +12,7 % | 6.265.106 $ | +294.571 $ | +4,9 % | 5.970.535 $ | -25.015 $ | -0,4 % | |||
| Running Point Capital Advisors, LLC | 7.047.965 $ | -1.177.220 $ | -14,3 % | |||||||||
| LARCH CAPITAL PARTNERS LLC | 7.036.464 $ | |||||||||||
| Delta Investment Management, LLC | 1.946.458 $ | -5.037.881 $ | -72,1 % | 6.984.339 $ | ||||||||
| Ballentine Capital Advisors, Inc | 6.972.193 $ | +686.691 $ | +10,9 % | 6.285.502 $ | -92.179 $ | -1,4 % | 6.377.681 $ | +246.685 $ | +4,0 % | 6.130.996 $ | +378.441 $ | +6,6 % |
| Lantern Wealth Advisors, LLC | 6.343.802 $ | -621.246 $ | -8,9 % | 6.965.048 $ | +462.992 $ | +7,1 % | 6.502.056 $ | +389.710 $ | +6,4 % | 6.112.346 $ | +315.282 $ | +5,4 % |
| Ruedi Wealth Management, Inc. | 6.958.208 $ | +770.574 $ | +12,5 % | 6.187.634 $ | +284.897 $ | +4,8 % | 5.902.737 $ | +285.255 $ | +5,1 % | |||
| Vertex Planning Partners, LLC | 6.952.542 $ | +1.878.567 $ | +37,0 % | 5.073.975 $ | +972.253 $ | +23,7 % | 4.101.722 $ | +2.020.242 $ | +97,1 % | |||
| Rubicon Advisors, GP | 5.546.697 $ | +301.546 $ | +5,7 % | 5.245.151 $ | -1.666.549 $ | -24,1 % | 6.911.700 $ | +1.188.906 $ | +20,8 % | 5.722.794 $ | ||
| Investment Advisory Group, LLC | 6.885.241 $ | +822.971 $ | +13,6 % | 6.062.270 $ | +892.520 $ | +17,3 % | 5.169.750 $ | +3.630.428 $ | +235,8 % | |||
| Koshinski Asset Management, Inc. | 6.867.175 $ | +6.627.270 $ | +2.762,5 % | 239.905 $ | ||||||||
| Estate Counselors, LLC | 6.850.764 $ | +63.779 $ | +0,9 % | 6.786.985 $ | +349.100 $ | +5,4 % | 6.437.885 $ | +460.856 $ | +7,7 % | |||
| D.A. DAVIDSON & CO. | 5.271.312 $ | +1.467.374 $ | +38,6 % | 3.803.938 $ | -3.034.256 $ | -44,4 % | 6.838.194 $ | -41.554 $ | -0,6 % | |||
| Leibman Financial Services, Inc. | 6.830.528 $ | +1.197.587 $ | +21,3 % | 5.632.941 $ | +287.411 $ | +5,4 % | 5.345.530 $ | -207.747 $ | -3,7 % | 5.553.277 $ | +204.861 $ | +3,8 % |
| WIN ADVISORS, INC | 4.470.317 $ | -2.280.177 $ | -33,8 % | 6.750.494 $ | -10.042.164 $ | -59,8 % | ||||||
| StrongBox Wealth, LLC | 6.730.843 $ | +1.108.152 $ | +19,7 % | 5.622.691 $ | +2.101.345 $ | +59,7 % | 3.521.346 $ | |||||
| Bank of New Hampshire | 6.705.906 $ | +192.477 $ | +3,0 % | 6.513.429 $ | +1.390.739 $ | +27,1 % | 5.122.690 $ | +883.154 $ | +20,8 % | 4.239.536 $ | +3.367.484 $ | +386,2 % |
| DBK Financial Counsel, LLC | 5.976.192 $ | -347.817 $ | -5,5 % | 6.324.009 $ | -341.511 $ | -5,1 % | 6.665.520 $ | +475.900 $ | +7,7 % | 6.189.620 $ | +791.387 $ | +14,7 % |
| First Affirmative Financial Network | 6.652.521 $ | +750.741 $ | +12,7 % | 5.901.780 $ | +4.927.698 $ | +505,9 % | ||||||
| SEGALL BRYANT & HAMILL, LLC | 6.272.035 $ | -371.152 $ | -5,6 % | 6.643.187 $ | +477.345 $ | +7,7 % | 6.165.842 $ | |||||
| Verde Capital Management | 6.643.014 $ | |||||||||||
| Bravera Wealth | 6.569.862 $ | +1.042.827 $ | +18,9 % | 5.527.035 $ | +1.007.281 $ | +22,3 % | 4.519.754 $ | |||||
| Marks Group Wealth Management, Inc | 6.561.513 $ | +3.987.707 $ | +154,9 % | 2.573.806 $ | +2.356.456 $ | +1.084,2 % | 217.350 $ | |||||
| Allied Private Wealth LLC | 6.555.904 $ | |||||||||||
| Allegheny Financial Group | 6.516.890 $ | +5.334.609 $ | +451,2 % | 1.182.281 $ | ||||||||
| DEFINED WEALTH MANAGEMENT, LLC | 6.320.150 $ | -136.011 $ | -2,1 % | 6.456.161 $ | ||||||||
| Hardin Capital Partners, LLC | 6.445.704 $ | +107.196 $ | +1,7 % | 6.338.508 $ | +883.290 $ | +16,2 % | 5.455.218 $ | +483.963 $ | +9,7 % | 4.971.255 $ | +499.708 $ | +11,2 % |
| GUIDANCE CAPITAL, INC | 6.429.825 $ | +9.420 $ | +0,1 % | 6.420.405 $ | +1.014.388 $ | +18,8 % | 5.406.017 $ | +578.567 $ | +12,0 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6.166.674 $ | -255.814 $ | -4,0 % | 6.422.488 $ | +930.175 $ | +16,9 % | 5.492.313 $ | +498.738 $ | +10,0 % | 4.993.575 $ | -4.125.032 $ | -45,2 % |
| Kachkovsky & Fisher, Inc. | 6.416.929 $ | +46.612 $ | +0,7 % | 6.370.317 $ | ||||||||
| TFB Advisors LLC | 6.354.245 $ | +381.621 $ | +6,4 % | |||||||||
| Paragon Advisors, LLC | 6.327.188 $ | +1.138.873 $ | +22,0 % | 5.188.315 $ | -183.956 $ | -3,4 % | 5.372.271 $ | -4.834.429 $ | -47,4 % | |||
| Trademark Financial Management, LLC | 5.915.104 $ | -381.166 $ | -6,1 % | 6.296.270 $ | +1.071.818 $ | +20,5 % | 5.224.452 $ | +901.115 $ | +20,8 % | 4.323.337 $ | +115.501 $ | +2,7 % |
| Ausdal Financial Partners, Inc. | 6.281.294 $ | +781.606 $ | +14,2 % | 5.499.688 $ | +316.932 $ | +6,1 % | 5.182.756 $ | +315.285 $ | +6,5 % | |||
| Fortis Capital Management LLC | 6.251.018 $ | +522.771 $ | +9,1 % | 5.728.247 $ | +2.228.732 $ | +63,7 % | 3.499.515 $ | +1.510.527 $ | +75,9 % | |||
| Decker Retirement Planning Inc. | 6.204.874 $ | +133.061 $ | +2,2 % | 6.071.813 $ | +1.122.224 $ | +22,7 % | 4.949.589 $ | +598.131 $ | +13,7 % | 4.351.458 $ | +759.517 $ | +21,1 % |
| Continuum Advisory, LLC | 6.190.077 $ | +775.320 $ | +14,3 % | 5.414.757 $ | +1.182.699 $ | +27,9 % | 4.232.058 $ | +150.421 $ | +3,7 % | |||
| MAGNOLIA CAPITAL ADVISORS LLC | 2.952.247 $ | -93.174 $ | -3,1 % | 3.045.421 $ | -3.116.030 $ | -50,6 % | 6.161.451 $ | +2.317.289 $ | +60,3 % | |||
| Kovack Advisors, Inc. | 6.153.245 $ | +5.879.090 $ | +2.144,4 % | 274.155 $ | ||||||||
| Outbound Financial Inc | 6.085.366 $ | -56.754 $ | -0,9 % | 6.142.120 $ | +557.594 $ | +10,0 % | 5.584.526 $ | +152.612 $ | +2,8 % | 5.431.914 $ | +135.658 $ | +2,6 % |
| Private Wealth Asset Management, LLC | 6.138.569 $ | +3.632.387 $ | +144,9 % | 2.506.182 $ | ||||||||
| United Advisor Group, LLC | 6.106.694 $ | |||||||||||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 6.056.344 $ | +5.746.665 $ | +1.855,7 % | |||||||||
| Mayfair Advisory Group, LLC | 5.725.532 $ | -285.273 $ | -4,7 % | 6.010.805 $ | +868.078 $ | +16,9 % | 5.142.727 $ | +738.804 $ | +16,8 % | 4.403.923 $ | +170.072 $ | +4,0 % |
| Alpha Omega Wealth Management LLC | 6.000.359 $ | +813.440 $ | +15,7 % | 5.186.919 $ | +323.837 $ | +6,7 % | 4.863.082 $ | +2.855.225 $ | +142,2 % | 2.007.857 $ | +651.752 $ | +48,1 % |
| FIRST HORIZON CORP | 5.978.499 $ | +2.099.234 $ | +54,1 % | 3.879.265 $ | +671.484 $ | +20,9 % | 3.207.781 $ | +2.309.125 $ | +257,0 % | |||
| Clearstead Advisors, LLC | 4.311.925 $ | -1.662.115 $ | -27,8 % | 5.974.040 $ | +1.877.653 $ | +45,8 % | 4.096.387 $ | +531.251 $ | +14,9 % | |||
| TABLEAUX LLC | 5.972.722 $ | +4.475.507 $ | +298,9 % | 1.497.215 $ | +322.262 $ | +27,4 % | 1.174.953 $ | |||||
| Intentional Wealth Strategies, LLC | 4.298.269 $ | -1.667.943 $ | -28,0 % | 5.966.212 $ | ||||||||
| McAdam, LLC | 5.924.595 $ | +5.721.687 $ | +2.819,8 % | 202.908 $ | -4.973 $ | -2,4 % | ||||||
| Paladin Advisory Group, LLC | 5.918.175 $ | +762.716 $ | +14,8 % | 5.155.459 $ | +365.221 $ | +7,6 % | 4.790.238 $ | +124.921 $ | +2,7 % | |||
| Jacobi Capital Management LLC | 5.914.482 $ | +875.587 $ | +17,4 % | 5.038.895 $ | +857.713 $ | +20,5 % | 4.181.182 $ | +831.915 $ | +24,8 % | |||
| MOR Wealth Management, LLC | 5.884.917 $ | +998.061 $ | +20,4 % | 4.886.856 $ | +377.715 $ | +8,4 % | 4.509.141 $ | |||||
| Mattson Financial Services, LLC | 5.876.586 $ | +237.303 $ | +4,2 % | 5.639.283 $ | +28.075 $ | +0,5 % | 5.611.208 $ | -137.804 $ | -2,4 % | |||
| CITIZENS & NORTHERN CORP | 5.867.661 $ | +400.342 $ | +7,3 % | 5.467.319 $ | +174.228 $ | +3,3 % | 5.293.091 $ | +502.774 $ | +10,5 % | |||
| Code Waechter LLC | 5.859.017 $ | +269.270 $ | +4,8 % | 5.589.747 $ | ||||||||
| Town Capital LLC | 3.585.568 $ | -1.199.031 $ | -25,1 % | 4.784.599 $ | -1.058.523 $ | -18,1 % | 5.843.122 $ | |||||
| CURTIS WEALTH MANAGEMENT LLC | 2.502.086 $ | -1.105.174 $ | -30,6 % | 3.607.260 $ | -2.229.342 $ | -38,2 % | 5.836.602 $ | |||||
| Well Done, LLC | 5.811.090 $ | +1.300.838 $ | +28,8 % | 4.510.252 $ | +1.494.266 $ | +49,5 % | 3.015.986 $ | +173.408 $ | +6,1 % | 2.842.578 $ | ||
| NorthStar Asset Management LLC /NJ/ | 5.796.667 $ | +1.701.108 $ | +41,5 % | 4.095.559 $ | +507.813 $ | +14,2 % | 3.587.746 $ | +641.631 $ | +21,8 % | |||
| Hoxton Planning & Management, LLC | 5.645.398 $ | -67.917 $ | -1,2 % | 5.713.315 $ | +4.628.884 $ | +426,8 % | 1.084.431 $ | +106.494 $ | +10,9 % | 977.937 $ | +49.061 $ | +5,3 % |
| Aspire Capital Advisors LLC | 5.626.144 $ | +837.671 $ | +17,5 % | 4.788.473 $ | +1.858.377 $ | +63,4 % | 2.930.096 $ | -94.796 $ | -3,1 % | |||
| COGENT STRATEGIC WEALTH LLC | 5.463.421 $ | -109.171 $ | -2,0 % | 5.572.592 $ | +227.896 $ | +4,3 % | 5.344.696 $ | +886.990 $ | +19,9 % | 4.457.706 $ | ||
| Prism Planning Partners LLC | 5.539.397 $ | +183.254 $ | +3,4 % | 5.356.143 $ | +437.814 $ | +8,9 % | 4.918.329 $ | |||||
| Arbor Wealth Advisors LLC | 5.526.613 $ | +312.991 $ | +6,0 % | 5.213.622 $ | +1.333.503 $ | +34,4 % | 3.880.119 $ | +575.551 $ | +17,4 % | 3.304.568 $ | +1.028.799 $ | +45,2 % |
| Insight Wealth Partners, LLC | 5.475.394 $ | +1.227.114 $ | +28,9 % | 4.248.280 $ | +358.215 $ | +9,2 % | 3.890.065 $ | +158.341 $ | +4,2 % | |||
| Generations Wealth, LLC | 4.680.866 $ | -764.025 $ | -14,0 % | 5.444.891 $ | +479.971 $ | +9,7 % | 4.964.920 $ | |||||
| HBW ADVISORY SERVICES LLC | 5.413.589 $ | +1.086.914 $ | +25,1 % | 4.326.675 $ | +2.638.419 $ | +156,3 % | 1.688.256 $ | +774.409 $ | +84,7 % | 913.847 $ | +83.145 $ | +10,0 % |
| PARSONS CAPITAL MANAGEMENT INC/RI | 5.393.488 $ | +3.363.477 $ | +165,7 % | 2.030.011 $ | +339.891 $ | +20,1 % | 1.690.120 $ | +937.668 $ | +124,6 % | |||
| ForthRight Wealth Management, LLC | 5.343.157 $ | +457.259 $ | +9,4 % | 4.885.898 $ | ||||||||
| First Nebraska Trust Co | 5.343.097 $ | +872.377 $ | +19,5 % | 4.470.720 $ | ||||||||
| Clifford Group, LLC | 5.325.630 $ | |||||||||||
| Anfield Capital Management, LLC | 5.312.833 $ | +5.228.238 $ | +6.180,3 % | 84.595 $ | +3.712 $ | +4,6 % | ||||||
| StoneX Group Inc. | 5.288.594 $ | +2.482.414 $ | +88,5 % | 2.806.180 $ | ||||||||
| Focus Financial Network, Inc. | 3.840.418 $ | -1.421.279 $ | -27,0 % | 5.261.697 $ | +30.187 $ | +0,6 % | 5.231.510 $ | |||||
| CWA Asset Management Group, LLC | 5.253.817 $ | +268.192 $ | +5,4 % | 4.985.625 $ | +616.534 $ | +14,1 % | 4.369.091 $ | +396.025 $ | +10,0 % | 3.973.066 $ | +666.795 $ | +20,2 % |
| Koesten, Hirschmann & Crabtree, INC. | 5.199.965 $ | +640.233 $ | +14,0 % | 4.559.732 $ | +1.680.689 $ | +58,4 % | 2.879.043 $ | +771.005 $ | +36,6 % | 2.108.038 $ | +2.097.597 $ | +20.090,0 % |
| Tranquility Partners, LLC | 5.065.748 $ | -131.373 $ | -2,5 % | 5.197.121 $ | +662.265 $ | +14,6 % | 4.534.856 $ | +223.649 $ | +5,2 % | 4.311.207 $ | -84.418 $ | -1,9 % |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 5.149.095 $ | +3.787.994 $ | +278,3 % | 1.361.101 $ | ||||||||
| Laurel Wealth Planning LLC | 5.122.101 $ | +254.025 $ | +5,2 % | 4.868.076 $ | +304.422 $ | +6,7 % | 4.563.654 $ | +648.025 $ | +16,5 % | |||
| SHUFRO ROSE & CO LLC | 5.119.810 $ | +232.075 $ | +4,7 % | 4.887.735 $ | +356.477 $ | +7,9 % | 4.531.258 $ | +2.601.665 $ | +134,8 % | |||
| FIDUCIARY ADVISORS, INC. | 5.089.010 $ | +1.313.287 $ | +34,8 % | 3.775.723 $ | +578.886 $ | +18,1 % | 3.196.837 $ | +534.714 $ | +20,1 % | 2.662.123 $ | +762.820 $ | +40,2 % |
| Main Street Financial Solutions, LLC | 5.066.487 $ | +3.688.949 $ | +267,8 % | |||||||||
| Carter Financial Group, INC. | 4.911.865 $ | -136.605 $ | -2,7 % | 5.048.470 $ | +4.784.403 $ | +1.811,8 % | 264.067 $ | +9.586 $ | +3,8 % | 254.481 $ | +7.239 $ | +2,9 % |
| Centerpoint Advisory Group | 4.810.951 $ | -236.911 $ | -4,7 % | 5.047.862 $ | +872.885 $ | +20,9 % | 4.174.977 $ | +877.029 $ | +26,6 % | 3.297.948 $ | +29.433 $ | +0,9 % |
| Prosperity Consulting Group, LLC | 5.006.107 $ | +644.573 $ | +14,8 % | 4.361.534 $ | +130.881 $ | +3,1 % | 4.230.653 $ | -48.110 $ | -1,1 % | |||
| Eaton-Cambridge Inc. | 4.986.550 $ | +971.049 $ | +24,2 % | 4.015.501 $ | +203.216 $ | +5,3 % | 3.812.285 $ | -360.612 $ | -8,6 % | |||
| Seaside Wealth Management, Inc. | 4.965.438 $ | +637.524 $ | +14,7 % | 4.327.914 $ | +140.728 $ | +3,4 % | 4.187.186 $ | +137.004 $ | +3,4 % | |||
| 3 FACTOR INDEXING, LLC | 4.781.512 $ | -150.392 $ | -3,0 % | 4.931.904 $ | +542.180 $ | +12,4 % | 4.389.724 $ | |||||
| Balboa Wealth Partners | 4.930.707 $ | +40.276 $ | +0,8 % | 4.890.431 $ | +863.914 $ | +21,5 % | 4.026.517 $ | +1.537.492 $ | +61,8 % | 2.489.025 $ | +486.204 $ | +24,3 % |
| Triangle Securities Wealth Management | 4.929.647 $ | +74.725 $ | +1,5 % | 4.854.922 $ | +1.349.000 $ | +38,5 % | 3.505.922 $ | +1.541.370 $ | +78,5 % | 1.964.552 $ | +1.478.288 $ | +304,0 % |
| NKCFO LLC | 4.922.000 $ | +650.000 $ | +15,2 % | 4.272.000 $ | +1.355.000 $ | +46,5 % | 2.917.000 $ | +70.000 $ | +2,5 % | |||
| Mayflower Financial Advisors, LLC | 4.283.744 $ | -637.599 $ | -13,0 % | 4.921.343 $ | +1.059.252 $ | +27,4 % | 3.862.091 $ | +1.880.013 $ | +94,9 % | |||
| Steelhead Wealth Management LLC | 4.915.000 $ | +371.000 $ | +8,2 % | 4.544.000 $ | ||||||||
| RETIREMENT INCOME SOLUTIONS, INC | 4.805.253 $ | -94.172 $ | -1,9 % | 4.899.425 $ | +1.003.219 $ | +25,7 % | 3.896.206 $ | +1.914.790 $ | +96,6 % | |||
| Base Wealth Management LLC | 4.875.560 $ | +371.023 $ | +8,2 % | 4.504.537 $ | +4.028.365 $ | +846,0 % | 476.172 $ | +228.157 $ | +92,0 % | 248.015 $ | +9.043 $ | +3,8 % |
| NOVEM GROUP | 221.761 $ | -4.648.373 $ | -95,4 % | 4.870.134 $ | ||||||||
| Tenzing Financial LLC | 4.867.475 $ | +344.649 $ | +7,6 % | 4.522.826 $ | +778.380 $ | +20,8 % | 3.744.446 $ | |||||
| Aspirean Wealth, LLC | 4.862.037 $ | +1.695.435 $ | +53,5 % | 3.166.602 $ | +642.110 $ | +25,4 % | 2.524.492 $ | |||||
| FLYWHEEL PRIVATE WEALTH LLC | 4.858.677 $ | +732.018 $ | +17,7 % | 4.126.659 $ | +323.425 $ | +8,5 % | 3.803.234 $ | +32.021 $ | +0,8 % | |||
| Brooklyn Investment Group | 4.846.170 $ | +3.038.589 $ | +168,1 % | 1.807.581 $ | ||||||||
| Aspen Capital Management, LLC | 4.804.629 $ | +329.066 $ | +7,4 % | 4.475.563 $ | +187.304 $ | +4,4 % | 4.288.259 $ | -185.754 $ | -4,2 % | |||
| Hilton Head Capital Partners, LLC | 4.788.676 $ | -8.090 $ | -0,2 % | 4.796.766 $ | +4.793.770 $ | +160.005,7 % | 2.996 $ | +177 $ | +6,3 % | 2.819 $ | ||
| Privatperson | 4.796.010 $ | +95.300 $ | +2,0 % | 4.700.710 $ | +297.842 $ | +6,8 % | 4.402.868 $ | +451.539 $ | +11,4 % | |||
| Belleair Asset Management, LLC | 4.794.630 $ | +365.888 $ | +8,3 % | 4.428.742 $ | +632.935 $ | +16,7 % | 3.795.807 $ | |||||
| Adelphi Trust Co | 4.759.293 $ | +215.772 $ | +4,7 % | 4.543.521 $ | +1.452.392 $ | +47,0 % | 3.091.129 $ | +74.795 $ | +2,5 % | 3.016.334 $ | ||
| OneAscent Financial Services LLC | 4.757.737 $ | +2.241.220 $ | +89,1 % | 2.516.517 $ | +106.508 $ | +4,4 % | 2.410.009 $ | -28.234 $ | -1,2 % | |||
| Directional Asset Management | 4.754.437 $ | +1.023.769 $ | +27,4 % | 3.730.668 $ | +899.489 $ | +31,8 % | 2.831.179 $ | +685.590 $ | +32,0 % | 2.145.589 $ | ||
| Interchange Capital Partners, LLC | 4.731.246 $ | +4.444.911 $ | +1.552,3 % | 286.335 $ | ||||||||
| Vannoy Advisory Group, Inc. | 4.698.841 $ | +506.660 $ | +12,1 % | 4.192.181 $ | +167.290 $ | +4,2 % | 4.024.891 $ | +153.663 $ | +4,0 % | |||
| Joseph P. Lucia & Associates, LLC | 4.661.928 $ | +406.742 $ | +9,6 % | 4.255.186 $ | +299.219 $ | +7,6 % | 3.955.967 $ | +187.386 $ | +5,0 % | |||
| Lifetime Wealth Management P.C. | 4.645.038 $ | +585.537 $ | +14,4 % | 4.059.501 $ | +492.746 $ | +13,8 % | 3.566.755 $ | |||||
| RETIREMENT GUYS FORMULA LLC | 4.643.572 $ | +758.215 $ | +19,5 % | 3.885.357 $ | +8.101 $ | +0,2 % | 3.877.256 $ | +62.194 $ | +1,6 % | |||
| Sarver Vrooman Wealth Advisors | 4.640.296 $ | +531.559 $ | +12,9 % | 4.108.737 $ | +533.442 $ | +14,9 % | 3.575.295 $ | |||||
| PRIVATE TRUST CO NA | 4.628.463 $ | +490.640 $ | +11,9 % | 4.137.823 $ | -446.502 $ | -9,7 % | 4.584.325 $ | +364.293 $ | +8,6 % | 4.220.032 $ | +292.378 $ | +7,4 % |
| TFO Wealth Partners, LLC | 4.618.157 $ | +1.611.272 $ | +53,6 % | 3.006.885 $ | +1.929.298 $ | +179,0 % | 1.077.587 $ | +41.116 $ | +4,0 % | |||
| Belpointe Asset Management LLC | 4.616.645 $ | +653.107 $ | +16,5 % | 3.963.538 $ | +770.890 $ | +24,1 % | 3.192.648 $ | +1.592.206 $ | +99,5 % | |||
| BROWN ADVISORY INC | 4.284.275 $ | -327.714 $ | -7,1 % | 4.611.989 $ | +130.078 $ | +2,9 % | 4.481.911 $ | +979.609 $ | +28,0 % | |||
| MCF Advisors LLC | 4.416.662 $ | -169.145 $ | -3,7 % | 4.585.807 $ | +32.767 $ | +0,7 % | 4.553.040 $ | |||||
| POM Investment Strategies, LLC | 471.958 $ | +90.545 $ | +23,7 % | 381.413 $ | +141.417 $ | +58,9 % | 239.996 $ | -4.342.530 $ | -94,8 % | 4.582.526 $ | +338.626 $ | +8,0 % |
| WealthShield Partners, LLC | 4.566.844 $ | +402.489 $ | +9,7 % | 4.164.355 $ | +459.412 $ | +12,4 % | ||||||
| KINGSWOOD WEALTH ADVISORS, LLC | 4.511.516 $ | +2.541.523 $ | +129,0 % | 1.969.993 $ | +489.489 $ | +33,1 % | 1.480.504 $ | +877.160 $ | +145,4 % | 603.344 $ | ||
| Key FInancial Inc | 4.490.513 $ | +1.382.544 $ | +44,5 % | 3.107.969 $ | +168.133 $ | +5,7 % | 2.939.836 $ | +683.105 $ | +30,3 % | |||
| Fortis Group Advisors, LLC | 4.041.469 $ | +633.397 $ | +18,6 % | 3.408.072 $ | -1.059.275 $ | -23,7 % | 4.467.347 $ | +745.856 $ | +20,0 % | |||
| Orange Investment Advisors, Inc. | 4.464.345 $ | |||||||||||
| Paul R. Ried Financial Group, LLC | 4.394.137 $ | +49.260 $ | +1,1 % | 4.344.877 $ | +294.587 $ | +7,3 % | 4.050.290 $ | +173.163 $ | +4,5 % | |||
| Aurelius Family Office LLC | 4.392.247 $ | +2.593 $ | +0,1 % | 4.389.654 $ | +535.658 $ | +13,9 % | 3.853.996 $ | -140.224 $ | -3,5 % | 3.994.220 $ | +159.339 $ | +4,2 % |
| Narus Financial Partners, LLC | 4.375.476 $ | +1.980.011 $ | +82,7 % | 2.395.465 $ | +1.796.922 $ | +300,2 % | 598.543 $ | |||||
| Spartan Wealth Advisory Services LLC | 4.351.264 $ | +599.628 $ | +16,0 % | 3.751.636 $ | ||||||||
| Arsenal Capital Advisors LLC | 4.345.542 $ | +2.041.229 $ | +88,6 % | 2.304.313 $ | +86.558 $ | +3,9 % | 2.217.755 $ | |||||
| Balance Wealth Partners LLC | 4.313.183 $ | +482.148 $ | +12,6 % | 3.831.035 $ | +1.117.864 $ | +41,2 % | 2.713.171 $ | +264.181 $ | +10,8 % | |||
| Signature Equity Partners, LLC | 4.300.605 $ | +959.573 $ | +28,7 % | 3.341.032 $ | +2.428.201 $ | +266,0 % | 912.831 $ | |||||
| Bristlecone Value Partners, LLC | 4.281.387 $ | +136.276 $ | +3,3 % | 4.145.111 $ | +405.661 $ | +10,8 % | 3.739.450 $ | |||||
| INSIGNEO ADVISORY SERVICES, LLC | 4.273.820 $ | +3.902.208 $ | +1.050,1 % | 371.612 $ | ||||||||
| Elequin Capital, LP | 4.244.773 $ | +3.034.864 $ | +250,8 % | 1.209.909 $ | ||||||||
| Cornerstone Advisory, LLC | 4.244.111 $ | +1.905.721 $ | +81,5 % | 2.338.390 $ | +905.088 $ | +63,1 % | 1.433.302 $ | +147.213 $ | +11,4 % | |||
| PRAIRIE ADVISORY, LLC | 4.221.348 $ | +3.569.851 $ | +547,9 % | 651.497 $ | ||||||||
| SHEETS SMITH WEALTH MANAGEMENT | 4.219.096 $ | +1.792.145 $ | +73,8 % | 2.426.951 $ | +1.099.323 $ | +82,8 % | 1.327.628 $ | +239.501 $ | +22,0 % | 1.088.127 $ | -387.629 $ | -26,3 % |
| Sonoma Allocations LLC | 4.195.439 $ | +2.370.310 $ | +129,9 % | 1.825.129 $ | ||||||||
| Nova Wealth Management, Inc. | 1.367.640 $ | -2.612.320 $ | -65,6 % | 3.979.960 $ | -197.830 $ | -4,7 % | 4.177.790 $ | +118.572 $ | +2,9 % | |||
| Gradient Capital Advisors, LLC | 4.164.674 $ | +79.846 $ | +2,0 % | 4.084.828 $ | +191.191 $ | +4,9 % | 3.893.637 $ | +218.164 $ | +5,9 % | 3.675.473 $ | +78.194 $ | +2,2 % |
| JDH Wealth Management, LLC | 3.325.451 $ | -836.331 $ | -20,1 % | 4.161.782 $ | +348.665 $ | +9,1 % | 3.813.117 $ | +248.865 $ | +7,0 % | 3.564.252 $ | +19.284 $ | +0,5 % |
| HARBOR INVESTMENT ADVISORY, LLC | 4.144.354 $ | +448.119 $ | +12,1 % | 3.696.235 $ | +689.638 $ | +22,9 % | 3.006.597 $ | +871.215 $ | +40,8 % | 2.135.382 $ | +360.392 $ | +20,3 % |
| Sculati Wealth Management, LLC | 3.577.698 $ | -566.122 $ | -13,7 % | 4.143.820 $ | +548.463 $ | +15,3 % | 3.595.357 $ | +263.772 $ | +7,9 % | 3.331.585 $ | +56.252 $ | +1,7 % |
| Conrad Siegel Investment Advisors, Inc. | 3.796.714 $ | -347.090 $ | -8,4 % | 4.143.804 $ | +291.304 $ | +7,6 % | 3.852.500 $ | +141.262 $ | +3,8 % | 3.711.238 $ | +86.554 $ | +2,4 % |
| Curtis Advisory Group, LLC | 4.135.651 $ | +398.044 $ | +10,6 % | 3.737.607 $ | +254.401 $ | +7,3 % | 3.483.206 $ | +2.285.218 $ | +190,8 % | |||
| PFG Advisors | 4.129.970 $ | +85.893 $ | +2,1 % | 4.044.077 $ | +383.625 $ | +10,5 % | 3.660.452 $ | +616.336 $ | +20,2 % | 3.044.116 $ | +1.883.991 $ | +162,4 % |
| Cetera Trust Company, N.A | 4.125.819 $ | +374.795 $ | +10,0 % | 3.751.024 $ | +115.954 $ | +3,2 % | 3.635.070 $ | +159.027 $ | +4,6 % | |||
| Gibson Capital, LLC | 3.832.603 $ | -233.893 $ | -5,8 % | 4.066.496 $ | +172.295 $ | +4,4 % | 3.894.201 $ | -213.318 $ | -5,2 % | 4.107.519 $ | +138.755 $ | +3,5 % |
| LongView Asset Management LLC | 4.101.328 $ | -216.689 $ | -5,0 % | |||||||||
| Legacy Capital Wealth Partners, LLC | 4.076.613 $ | -14.761 $ | -0,4 % | 4.091.374 $ | +483.520 $ | +13,4 % | 3.607.854 $ | +134.212 $ | +3,9 % | 3.473.642 $ | +135.175 $ | +4,0 % |
| Hobbs Wealth Management, LLC | 3.494.385 $ | -594.083 $ | -14,5 % | 4.088.468 $ | +225.607 $ | +5,8 % | 3.862.861 $ | +2.040.016 $ | +111,9 % | |||
| Camarda Financial Advisors, LLC | 4.087.354 $ | +429.511 $ | +11,7 % | 3.657.843 $ | +187.131 $ | +5,4 % | 3.470.712 $ | -136.047 $ | -3,8 % | |||
| SouthState Bank Corp | 4.066.014 $ | +249.613 $ | +6,5 % | 3.816.401 $ | +1.205.696 $ | +46,2 % | 2.610.705 $ | -75.380 $ | -2,8 % | |||
| Troutman Wealth Management, LLC | 4.063.898 $ | +505.470 $ | +14,2 % | 3.558.428 $ | +288.799 $ | +8,8 % | 3.269.629 $ | |||||
| GFG Capital, LLC | 4.054.995 $ | +79.223 $ | +2,0 % | 3.975.772 $ | ||||||||
| Daviman Financial, LLC | 3.549.964 $ | -483.790 $ | -12,0 % | 4.033.754 $ | +1.153.514 $ | +40,0 % | 2.880.240 $ | |||||
| Johnson Financial Group, LLC | 4.029.973 $ | |||||||||||
| Tyche Wealth Partners LLC | 4.022.182 $ | +863.344 $ | +27,3 % | 3.158.838 $ | +1.007.024 $ | +46,8 % | 2.151.814 $ | +676.954 $ | +45,9 % | |||
| Vistica Wealth Advisors, LLC | 3.993.936 $ | +103.066 $ | +2,6 % | 3.890.870 $ | +400.754 $ | +11,5 % | 3.490.116 $ | |||||
| BANK OF NOVA SCOTIA | 3.679.172 $ | -313.214 $ | -7,8 % | 3.992.386 $ | ||||||||
| RCS Financial Planning, LLC | 2.181.389 $ | -1.803.499 $ | -45,3 % | 3.984.888 $ | +178.153 $ | +4,7 % | 3.806.735 $ | -30.222 $ | -0,8 % | 3.836.957 $ | +144.207 $ | +3,9 % |
| Faithward Advisors, LLC | 3.977.131 $ | +523.673 $ | +15,2 % | 3.453.458 $ | +444.815 $ | +14,8 % | 3.008.643 $ | +238.140 $ | +8,6 % | |||
| Green Ridge Wealth Planning LLC | 3.959.009 $ | +590.201 $ | +17,5 % | 3.368.808 $ | +1.279.138 $ | +61,2 % | 2.089.670 $ | |||||
| IEQ CAPITAL, LLC | 3.956.428 $ | +184.428 $ | +4,9 % | 3.772.000 $ | +1.559.047 $ | +70,5 % | 2.212.953 $ | +122.841 $ | +5,9 % | |||
| FCG Investment Co | 3.955.278 $ | +460.997 $ | +13,2 % | 3.494.281 $ | ||||||||
| ACORN CREEK CAPITAL LLC | 3.946.480 $ | +638.932 $ | +19,3 % | 3.307.548 $ | +2.936.881 $ | +792,3 % | 370.667 $ | +29.311 $ | +8,6 % | |||
| RDA Financial Network | 2.953.951 $ | -964.657 $ | -24,6 % | 3.918.608 $ | +281.140 $ | +7,7 % | 3.637.468 $ | +723.000 $ | +24,8 % | 2.914.468 $ | +81.371 $ | +2,9 % |
| Transamerica Financial Advisors, LLC | 88.845 $ | -3.550.430 $ | -97,6 % | 3.639.275 $ | -261.994 $ | -6,7 % | 3.901.269 $ | +66.045 $ | +1,7 % | |||
| Heritage Wealth Management, Inc. | 3.899.470 $ | +486.856 $ | +14,3 % | 3.412.614 $ | +286.440 $ | +9,2 % | 3.126.174 $ | +321.242 $ | +11,5 % | |||
| RAM Investment Partners, LLC | 3.898.591 $ | +259.155 $ | +7,1 % | 3.639.436 $ | +260.037 $ | +7,7 % | 3.379.399 $ | +109.132 $ | +3,3 % | 3.270.267 $ | +111.215 $ | +3,5 % |
| Geneos Wealth Management Inc. | 3.893.835 $ | +476.766 $ | +14,0 % | 3.417.069 $ | +954.731 $ | +38,8 % | 2.462.338 $ | +514.730 $ | +26,4 % | |||
| LaSalle St. Investment Advisors, LLC | 3.860.911 $ | +3.505.908 $ | +987,6 % | 355.003 $ | +84.003 $ | +31,0 % | 271.000 $ | +55.000 $ | +25,5 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.842.542 $ | +1.895.818 $ | +97,4 % | 1.946.724 $ | +317.152 $ | +19,5 % | 1.629.572 $ | +1.339.308 $ | +461,4 % | |||
| Sharkey, Howes & Javer | 1.940.481 $ | -98.273 $ | -4,8 % | 2.038.754 $ | -614.262 $ | -23,2 % | 2.653.016 $ | -1.180.038 $ | -30,8 % | 3.833.054 $ | +1.754.385 $ | +84,4 % |
| Life Planning Partners, Inc | 3.048.567 $ | -781.212 $ | -20,4 % | 3.829.779 $ | +265.634 $ | +7,5 % | 3.564.145 $ | +73.892 $ | +2,1 % | |||
| Philip James Wealth Mangement, LLC | 3.160.337 $ | +400.553 $ | +14,5 % | 2.759.784 $ | -1.065.687 $ | -27,9 % | 3.825.471 $ | +112.784 $ | +3,0 % | |||
| M1 Capital Management LLC | 3.067.970 $ | -703.761 $ | -18,7 % | 3.771.731 $ | +3.415.223 $ | +958,0 % | 356.508 $ | |||||
| Ensign Peak Advisors, Inc | 3.769.575 $ | |||||||||||
| Clark Asset Management, LLC | 3.756.193 $ | +52.318 $ | +1,4 % | 3.703.875 $ | -65.267 $ | -1,7 % | 3.769.142 $ | +1.143.387 $ | +43,5 % | 2.625.755 $ | +55.676 $ | +2,2 % |
| Markowski Investments | 3.761.485 $ | |||||||||||
| Meridian Wealth Management, LLC | 3.740.728 $ | +944.272 $ | +33,8 % | 2.796.456 $ | -29.016 $ | -1,0 % | 2.825.472 $ | +103.969 $ | +3,8 % | |||
| DEBUSSY CAPITAL MANAGEMENT LP | 3.708.800 $ | +164.894 $ | +4,7 % | 3.543.906 $ | +445.074 $ | +14,4 % | ||||||
| Foundry Financial LLC | 3.667.699 $ | +67.766 $ | +1,9 % | 3.599.933 $ | +1.073.535 $ | +42,5 % | 2.526.398 $ | -1.021.704 $ | -28,8 % | 3.548.102 $ | ||
| 1620 INVESTMENT ADVISORS, INC. | 3.656.370 $ | +3.439.068 $ | +1.582,6 % | 217.302 $ | -2.945.799 $ | -93,1 % | 3.163.101 $ | +2.952.727 $ | +1.403,6 % | |||
| IFG Advisory, LLC | 3.627.304 $ | +3.622.443 $ | +74.520,5 % | 4.861 $ | -912.317 $ | -99,5 % | 917.178 $ | +101.401 $ | +12,4 % | |||
| Atala Financial Inc | 3.482.498 $ | -137.654 $ | -3,8 % | 3.620.152 $ | +471.185 $ | +15,0 % | 3.148.967 $ | +320.651 $ | +11,3 % | 2.828.316 $ | +170.775 $ | +6,4 % |
| Bright Futures Wealth Management, LLC. | 2.517.799 $ | -90.460 $ | -3,5 % | 2.608.259 $ | -643.064 $ | -19,8 % | 3.251.323 $ | -358.110 $ | -9,9 % | 3.609.433 $ | +65.916 $ | +1,9 % |
| Auxano Advisors, LLC | 3.605.340 $ | +954.019 $ | +36,0 % | 2.651.321 $ | +2.259.496 $ | +576,7 % | 391.825 $ | +128.520 $ | +48,8 % | |||
| Kraft, Davis & Associates, LLC | 3.391.145 $ | -198.760 $ | -5,5 % | 3.589.905 $ | +483.108 $ | +15,6 % | 3.106.797 $ | |||||
| PFG Investments, LLC | 3.561.685 $ | +289.817 $ | +8,9 % | 3.271.868 $ | +360.414 $ | +12,4 % | 2.911.454 $ | +735.862 $ | +33,8 % | |||
| New England Private Wealth Advisors LLC | 3.377.132 $ | -175.692 $ | -4,9 % | 3.552.824 $ | +455.695 $ | +14,7 % | 3.097.129 $ | +248.643 $ | +8,7 % | 2.848.486 $ | -161.523 $ | -5,4 % |
| Prepared Retirement Institute LLC | 3.522.807 $ | |||||||||||
| EVOKE WEALTH, LLC | 3.509.950 $ | +460.119 $ | +15,1 % | 3.049.831 $ | +521.840 $ | +20,6 % | ||||||
| BIP Wealth, LLC | 3.508.554 $ | +2.465.407 $ | +236,3 % | 1.043.147 $ | +240.085 $ | +29,9 % | 803.062 $ | +71.543 $ | +9,8 % | 731.519 $ | -3.231 $ | -0,4 % |
| KWB Wealth | 2.800.480 $ | -704.993 $ | -20,1 % | 3.505.473 $ | +491.460 $ | +16,3 % | 3.014.013 $ | +0 $ | +0,0 % | 3.014.013 $ | -112.076 $ | -3,6 % |
| RAINIER FAMILY WEALTH INC | 3.494.791 $ | +843.462 $ | +31,8 % | 2.651.329 $ | ||||||||
| Beacon Financial Advisory LLC | 3.446.110 $ | +582.619 $ | +20,3 % | 2.863.491 $ | +188.521 $ | +7,0 % | 2.674.970 $ | -945 $ | -0,0 % | 2.675.915 $ | +390.045 $ | +17,1 % |
| Goldstone Financial Group, LLC | 2.633.802 $ | +164.524 $ | +6,7 % | 2.469.278 $ | -972.933 $ | -28,3 % | 3.442.211 $ | -63.931 $ | -1,8 % | |||
| Harbor Asset Planning, Inc. | 3.421.760 $ | +309.531 $ | +9,9 % | 3.112.229 $ | +330.394 $ | +11,9 % | 2.781.835 $ | +923.353 $ | +49,7 % | 1.858.482 $ | +226.566 $ | +13,9 % |
| Dana Investment Advisors, Inc. | 3.415.088 $ | +2.074.148 $ | +154,7 % | 1.340.940 $ | ||||||||
| Atlas Brown,Inc. | 3.398.486 $ | +359.582 $ | +11,8 % | 3.038.904 $ | +1.556.984 $ | +105,1 % | 1.481.920 $ | +101.597 $ | +7,4 % | 1.380.323 $ | +140.548 $ | +11,3 % |
| Heron Bay Capital Management | 3.390.695 $ | +2.194.038 $ | +183,3 % | 1.196.657 $ | +898.467 $ | +301,3 % | 298.190 $ | +5.771 $ | +2,0 % | |||
| Global Trust Wealth Management LLC | 3.377.935 $ | +115.580 $ | +3,5 % | 3.262.355 $ | +560.908 $ | +20,8 % | 2.701.447 $ | +296.775 $ | +12,3 % | 2.404.672 $ | ||
| B. Riley Wealth Advisors, Inc. | 3.356.374 $ | +2.245.116 $ | +202,0 % | 1.111.258 $ | +164.401 $ | +17,4 % | 946.857 $ | -1.690.743 $ | -64,1 % | 2.637.600 $ | +162.648 $ | +6,6 % |
| FIRST MANHATTAN CO. LLC. | 3.350.461 $ | +383.767 $ | +12,9 % | 2.966.694 $ | +228.004 $ | +8,3 % | 2.738.690 $ | +65.800 $ | +2,5 % | |||
| Gibraltar Capital Management, Inc. | 3.342.268 $ | +635.162 $ | +23,5 % | 2.707.106 $ | +2.330.080 $ | +618,0 % | 377.026 $ | +48.714 $ | +14,8 % | |||
| Perennial Investment Advisors, LLC | 3.333.049 $ | +451.942 $ | +15,7 % | 2.881.107 $ | +30.046 $ | +1,1 % | 2.851.061 $ | +576.054 $ | +25,3 % | |||
| Etesian Wealth Advisors, Inc. | 3.295.794 $ | +481.129 $ | +17,1 % | 2.814.665 $ | +219.478 $ | +8,5 % | 2.595.187 $ | +257.128 $ | +11,0 % | |||
| North Ridge Wealth Advisors, Inc. | 2.896.174 $ | -386.313 $ | -11,8 % | 3.282.487 $ | +120.524 $ | +3,8 % | ||||||
| Asset Allocation Strategies LLC | 3.280.978 $ | +2.306.177 $ | +236,6 % | 974.801 $ | -1.975.429 $ | -67,0 % | 2.950.230 $ | |||||
| Newport Capital Group, LLC | 3.279.309 $ | |||||||||||
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 3.275.520 $ | -1.694.980 $ | -34,1 % | |||||||||
| Keystone Financial Group | 3.262.945 $ | +176.510 $ | +5,7 % | 3.086.435 $ | +2.710.025 $ | +720,0 % | 376.410 $ | +9.351 $ | +2,5 % | |||
| WINNACLE WEALTH LLC | 3.262.411 $ | |||||||||||
| OmniStar Financial Group, Inc. | 2.334.518 $ | -914.038 $ | -28,1 % | 3.248.556 $ | +188.294 $ | +6,2 % | ||||||
| Investor's Fiduciary Advisor Network, LLC | 592.000 $ | -2.645.000 $ | -81,7 % | 3.237.000 $ | +2.979.000 $ | +1.154,7 % | ||||||
| KELLEHER FINANCIAL ADVISORS | 3.231.840 $ | |||||||||||
| Berkeley, Inc | 3.215.696 $ | +1.126.547 $ | +53,9 % | 2.089.149 $ | +556.529 $ | +36,3 % | 1.532.620 $ | |||||
| Gen-Wealth Partners Inc | 2.811.914 $ | -385.282 $ | -12,1 % | 3.197.196 $ | +339.575 $ | +11,9 % | 2.857.621 $ | +1.583.527 $ | +124,3 % | |||
| Paragon Capital Management Ltd | 3.013.905 $ | -180.377 $ | -5,6 % | 3.194.282 $ | +455.988 $ | +16,7 % | 2.738.294 $ | +251.700 $ | +10,1 % | 2.486.594 $ | +81.685 $ | +3,4 % |
| RITHOLTZ WEALTH MANAGEMENT | 3.134.974 $ | +37.289 $ | +1,2 % | 3.097.685 $ | +2.189.515 $ | +241,1 % | 908.170 $ | +615.377 $ | +210,2 % | |||
| Meadow Creek Wealth Advisors LLC | 3.122.300 $ | +445.335 $ | +16,6 % | 2.676.965 $ | +220.095 $ | +9,0 % | 2.456.870 $ | +123.632 $ | +5,3 % | |||
| Privatperson | 3.111.404 $ | +120.889 $ | +4,0 % | 2.990.515 $ | +1.219.125 $ | +68,8 % | 1.771.390 $ | |||||
| Fisher Asset Management, LLC | 3.104.892 $ | +2.895.662 $ | +1.384,0 % | 209.230 $ | -346.152 $ | -62,3 % | 555.382 $ | |||||
| THOROUGHBRED FINANCIAL SERVICES, LLC | 3.096.000 $ | +954.000 $ | +44,5 % | 2.142.000 $ | +227.000 $ | +11,9 % | 1.915.000 $ | +142.000 $ | +8,0 % | |||
| Ascension Capital Advisors, Inc. | 3.087.391 $ | |||||||||||
| Spire Wealth Management | 1.133.157 $ | -1.942.186 $ | -63,2 % | 3.075.343 $ | +747.098 $ | +32,1 % | 2.328.245 $ | +740.204 $ | +46,6 % | |||
| MIDDLETON & CO INC/MA | 3.070.369 $ | +157.510 $ | +5,4 % | 2.912.859 $ | +801.640 $ | +38,0 % | 2.111.219 $ | +1.177.490 $ | +126,1 % | 933.729 $ | -85.060 $ | -8,3 % |
| Integrated Advisors Network LLC | 3.056.561 $ | +202.163 $ | +7,1 % | 2.854.398 $ | +870.121 $ | +43,9 % | 1.984.277 $ | -684.100 $ | -25,6 % | 2.668.377 $ | +1.731.799 $ | +184,9 % |
| Sequent Asset Management, LLC | 3.034.662 $ | +810.569 $ | +36,4 % | 2.224.093 $ | +1.259.093 $ | +130,5 % | 965.000 $ | +17.873 $ | +1,9 % | |||
| BALYASNY ASSET MANAGEMENT L.P. | 3.031.668 $ | +2.661.000 $ | +717,9 % | 370.668 $ | ||||||||
| Pine Valley Investments Ltd Liability Co | 3.012.341 $ | +293.923 $ | +10,8 % | 2.718.418 $ | -121.507 $ | -4,3 % | 2.839.925 $ | +156.674 $ | +5,8 % | |||
| Tradition Wealth Management, LLC | 2.392.172 $ | -594.134 $ | -19,9 % | 2.986.306 $ | +516.406 $ | +20,9 % | 2.469.900 $ | +1.196.635 $ | +94,0 % | |||
| Verdence Capital Advisors LLC | 2.981.864 $ | +343.011 $ | +13,0 % | 2.638.853 $ | +215.215 $ | +8,9 % | 2.423.638 $ | +36.564 $ | +1,5 % | |||
| Integrated Capital Management, LLC | 794.768 $ | -38.393 $ | -4,6 % | 833.161 $ | +62.568 $ | +8,1 % | 770.593 $ | -2.179.764 $ | -73,9 % | 2.950.357 $ | +26.612 $ | +0,9 % |
| FIRST COMMUNITY TRUST NA | 2.775.799 $ | -163.374 $ | -5,6 % | 2.939.173 $ | +359.433 $ | +13,9 % | 2.579.740 $ | +2.551.978 $ | +9.192,3 % | 27.762 $ | +678 $ | +2,5 % |
| Shore Point Advisors, LLC | 2.926.941 $ | +36.388 $ | +1,3 % | 2.890.553 $ | +449.608 $ | +18,4 % | 2.440.945 $ | +25.432 $ | +1,1 % | 2.415.513 $ | +118.681 $ | +5,2 % |
| IFS Advisors, LLC | 2.906.529 $ | |||||||||||
| Landmark Wealth Management, LLC | 2.899.255 $ | +299.624 $ | +11,5 % | 2.599.631 $ | +474.002 $ | +22,3 % | 2.125.629 $ | +269.175 $ | +14,5 % | |||
| WEALTHGARDEN F.S. LLC | 1.278.850 $ | -129.040 $ | -9,2 % | 1.407.890 $ | -1.490.762 $ | -51,4 % | 2.898.652 $ | +983.585 $ | +51,4 % | |||
| J. M. Brown & Associates Inc. | 2.884.153 $ | |||||||||||
| RIVERCHASE WEALTH MANAGEMENT, LLC | 2.880.196 $ | +338.891 $ | +13,3 % | 2.541.305 $ | +179.781 $ | +7,6 % | 2.361.524 $ | +377.793 $ | +19,0 % | |||
| TOTH FINANCIAL ADVISORY CORP | 2.879.898 $ | +407.245 $ | +16,5 % | 2.472.653 $ | +961.939 $ | +63,7 % | 1.510.714 $ | +574.612 $ | +61,4 % | 936.102 $ | +468.091 $ | +100,0 % |
| Capital Investment Advisory Services, LLC | 2.865.029 $ | +431.874 $ | +17,7 % | 2.433.155 $ | +470.072 $ | +23,9 % | 1.963.083 $ | +83.792 $ | +4,5 % | |||
| MILESTONE ASSET MANAGEMENT, LLC | 1.594.123 $ | -1.266.027 $ | -44,3 % | 2.860.150 $ | ||||||||
| Ifrah Financial Services, Inc. | 2.853.016 $ | +1.977 $ | +0,1 % | 2.851.039 $ | +244.545 $ | +9,4 % | 2.606.494 $ | +65.858 $ | +2,6 % | 2.540.636 $ | +32.836 $ | +1,3 % |
| Fourth Dimension Wealth, LLC | 2.836.581 $ | +615.466 $ | +27,7 % | 2.221.115 $ | +5.910 $ | +0,3 % | 2.215.205 $ | +8.410 $ | +0,4 % | |||
| Sagace Wealth Management LLC | 2.825.806 $ | +446.601 $ | +18,8 % | 2.379.205 $ | +150.015 $ | +6,7 % | 2.229.190 $ | +15.773 $ | +0,7 % | |||
| MATHER GROUP, LLC. | 2.542.167 $ | +641.435 $ | +33,7 % | 1.900.732 $ | -919.490 $ | -32,6 % | 2.820.222 $ | +342.289 $ | +13,8 % | 2.477.933 $ | -561.590 $ | -18,5 % |
| Sowell Financial Services LLC | 2.732.818 $ | -79.398 $ | -2,8 % | 2.812.216 $ | +768.570 $ | +37,6 % | 2.043.646 $ | +1.172.911 $ | +134,7 % | 870.735 $ | +343.446 $ | +65,1 % |
| Accordant Advisory Group Inc | 3.568 $ | -2.807.776 $ | -99,9 % | 2.811.344 $ | +66.054 $ | +2,4 % | 2.745.290 $ | +80.994 $ | +3,0 % | |||
| MSH Capital Advisors LLC | 2.807.769 $ | +1.813.313 $ | +182,3 % | 994.456 $ | -1.815.374 $ | -64,6 % | 2.809.830 $ | |||||
| Gotham Asset Management, LLC | 2.800.754 $ | +1.720.112 $ | +159,2 % | 1.080.642 $ | +445.773 $ | +70,2 % | 634.869 $ | +405.054 $ | +176,3 % | |||
| MORRIS FINANCIAL CONCEPTS, INC. | 2.759.635 $ | +84.687 $ | +3,2 % | 2.674.948 $ | +143.410 $ | +5,7 % | 2.531.538 $ | -93.067 $ | -3,5 % | |||
| Caprock Group, LLC | 2.758.011 $ | +1.125.358 $ | +68,9 % | 1.632.653 $ | -736.599 $ | -31,1 % | 2.369.252 $ | +191.312 $ | +8,8 % | |||
| First Heartland Consultants, Inc. | 1.603.138 $ | -37.645 $ | -2,3 % | 1.640.783 $ | -1.116.546 $ | -40,5 % | 2.757.329 $ | |||||
| LJI Wealth Management, LLC | 789.485 $ | -51.313 $ | -6,1 % | 840.798 $ | -1.916.233 $ | -69,5 % | 2.757.031 $ | +2.282.074 $ | +480,5 % | |||
| PUREfi Wealth, LLC | 2.751.327 $ | |||||||||||
| Marathon Wealth Advisors LLC | 2.740.943 $ | +123.534 $ | +4,7 % | 2.617.409 $ | +69.590 $ | +2,7 % | 2.547.819 $ | |||||
| Refined Wealth Management | 2.736.587 $ | -523 $ | -0,0 % | 2.737.110 $ | +331.736 $ | +13,8 % | 2.405.374 $ | |||||
| Point72 Asset Management, L.P. | 2.724.778 $ | +35.674 $ | +1,3 % | 2.689.104 $ | +1.822.274 $ | +210,2 % | 866.830 $ | |||||
| FIRST TRUST ADVISORS LP | 2.722.719 $ | +1.106.138 $ | +68,4 % | 1.616.581 $ | +42.389 $ | +2,7 % | 1.574.192 $ | +496.774 $ | +46,1 % | |||
| Keating Financial Advisory Services, Inc. | 886.514 $ | +96.955 $ | +12,3 % | 789.559 $ | -1.923.771 $ | -70,9 % | 2.713.330 $ | |||||
| Cornerstone Management, Inc. | 2.520.131 $ | -188.672 $ | -7,0 % | 2.708.803 $ | +243.444 $ | +9,9 % | 2.465.359 $ | +189.063 $ | +8,3 % | 2.276.296 $ | +13.381 $ | +0,6 % |
| Fiduciary Alliance LLC | 2.707.171 $ | |||||||||||
| TOUNJIAN ADVISORY PARTNERS, LLC | 30.722 $ | -2.548.920 $ | -98,8 % | 2.579.642 $ | -120.484 $ | -4,5 % | 2.700.126 $ | -49.612 $ | -1,8 % | |||
| MOULTON WEALTH MANAGEMENT, INC | 2.699.618 $ | +1.778.726 $ | +193,2 % | 920.892 $ | ||||||||
| COLUMBIA ADVISORY PARTNERS LLC | 2.643.796 $ | -51.749 $ | -1,9 % | 2.695.545 $ | +492.085 $ | +22,3 % | 2.203.460 $ | +1.774.124 $ | +413,2 % | 429.336 $ | -59.356 $ | -12,1 % |
| OpenArc Corporate Advisory, LLC | 2.635.663 $ | -57.083 $ | -2,1 % | 2.692.746 $ | +487.594 $ | +22,1 % | 2.205.152 $ | +125.073 $ | +6,0 % | 2.080.079 $ | ||
| Valued Retirements, Inc. | 2.689.086 $ | +699.948 $ | +35,2 % | |||||||||
| Patriot Financial Group Insurance Agency, LLC | 1.105.679 $ | -1.572.317 $ | -58,7 % | 2.677.996 $ | +1.649.548 $ | +160,4 % | 1.028.448 $ | +563.893 $ | +121,4 % | |||
| Fermata Advisors, LLC | 2.672.808 $ | +2.015.817 $ | +306,8 % | 656.991 $ | ||||||||
| MW ADVISORY, LLC | 2.672.030 $ | +701.737 $ | +35,6 % | 1.970.293 $ | ||||||||
| Saxony Capital Management, LLC | 2.660.208 $ | +2.225.328 $ | +511,7 % | 434.880 $ | +71.706 $ | +19,7 % | 363.174 $ | +16.584 $ | +4,8 % | 346.590 $ | +8.595 $ | +2,5 % |
| Peak Planning Group, LLC | 2.654.016 $ | +436.280 $ | +19,7 % | 2.217.736 $ | +259.520 $ | +13,3 % | 1.958.216 $ | |||||
| GWN SECURITIES INC. | 2.621.222 $ | +141.965 $ | +5,7 % | 2.479.257 $ | -173.225 $ | -6,5 % | 2.652.482 $ | +390.338 $ | +17,3 % | |||
| Brown Financial Advisory | 2.641.380 $ | +170.591 $ | +6,9 % | 2.470.789 $ | -65.005 $ | -2,6 % | 2.535.794 $ | +98.180 $ | +4,0 % | |||
| Phillip James Consulting Co. | 2.626.744 $ | |||||||||||
| LEIGH BALDWIN & CO., LLC | 2.621.062 $ | +551.865 $ | +26,7 % | 2.069.197 $ | +436.197 $ | +26,7 % | 1.633.000 $ | +583.958 $ | +55,7 % | |||
| Valmark Advisers, Inc. | 2.610.348 $ | +122.909 $ | +4,9 % | 2.487.439 $ | +719.055 $ | +40,7 % | 1.768.384 $ | +296.829 $ | +20,2 % | |||
| TWO SIGMA SECURITIES, LLC | 2.603.088 $ | +2.208.060 $ | +559,0 % | 395.028 $ | +129.039 $ | +48,5 % | ||||||
| Sensible Money, LLC | 2.594.580 $ | +270.859 $ | +11,7 % | 2.323.721 $ | +261.733 $ | +12,7 % | 2.061.988 $ | +94.626 $ | +4,8 % | 1.967.362 $ | +37.268 $ | +1,9 % |
| DIXON FNANCIAL SERVICES, INC. | 2.556.182 $ | -38.304 $ | -1,5 % | 2.594.486 $ | +348.049 $ | +15,5 % | 2.246.437 $ | +122.217 $ | +5,8 % | 2.124.220 $ | +81.977 $ | +4,0 % |
| FFG RETIREMENT ADVISORS LLC | 2.021.901 $ | -559.102 $ | -21,7 % | 2.581.003 $ | +509.055 $ | +24,6 % | 2.071.948 $ | +1.096.182 $ | +112,3 % | 975.766 $ | +645.432 $ | +195,4 % |
| Chatterton & Associates Inc. | 1.833.073 $ | -734.200 $ | -28,6 % | 2.567.273 $ | +881.536 $ | +52,3 % | 1.685.737 $ | |||||
| Morey & Quinn Wealth Partners, LLC | 2.563.566 $ | +394.274 $ | +18,2 % | 2.169.292 $ | +384.649 $ | +21,6 % | 1.784.643 $ | +356.734 $ | +25,0 % | |||
| VAQUERO PRIVATE WEALTH, LTD | 2.556.484 $ | |||||||||||
| US BANCORP \DE\ | 2.556.165 $ | +208.143 $ | +8,9 % | 2.348.022 $ | +475.691 $ | +25,4 % | 1.872.331 $ | +128.837 $ | +7,4 % | |||
| CCG WEALTH MANAGEMENT, LLC | 2.551.290 $ | +591.547 $ | +30,2 % | 1.959.743 $ | +472.529 $ | +31,8 % | 1.487.214 $ | +639.676 $ | +75,5 % | |||
| Dala Group, LLC | 355.133 $ | -524.169 $ | -59,6 % | 879.302 $ | -1.667.796 $ | -65,5 % | 2.547.098 $ | |||||
| Payne Capital LLC | 2.539.100 $ | +125.531 $ | +5,2 % | 2.413.569 $ | -72.252 $ | -2,9 % | 2.485.821 $ | +108.248 $ | +4,6 % | |||
| Elevation Capital Advisory, LLC | 431.945 $ | -2.103.907 $ | -83,0 % | 2.535.852 $ | +2.134.792 $ | +532,3 % | ||||||
| PKS Advisory Services, LLC | 2.514.155 $ | +495.203 $ | +24,5 % | 2.018.952 $ | +218.287 $ | +12,1 % | 1.800.665 $ | +34.660 $ | +2,0 % | |||
| Klingman & Associates, LLC | 2.496.102 $ | +1.456.591 $ | +140,1 % | 1.039.511 $ | +121.609 $ | +13,2 % | 917.902 $ | +72.227 $ | +8,5 % | 845.675 $ | +22.633 $ | +2,7 % |
| HAZLETT, BURT & WATSON, INC. | 2.484.000 $ | +1.230.000 $ | +98,1 % | 1.254.000 $ | +475.000 $ | +61,0 % | 779.000 $ | +477.000 $ | +157,9 % | |||
| Holos Integrated Wealth LLC | 2.482.810 $ | +96.612 $ | +4,0 % | 2.386.198 $ | +99.778 $ | +4,4 % | 2.286.420 $ | +74.436 $ | +3,4 % | 2.211.984 $ | +33.092 $ | +1,5 % |
| Facet Wealth, Inc. | 2.481.520 $ | +1.144.498 $ | +85,6 % | 1.337.022 $ | +7.999 $ | +0,6 % | 1.329.023 $ | +306.949 $ | +30,0 % | |||
| Root Financial Partners, LLC | 2.466.718 $ | +1.713.525 $ | +227,5 % | 753.193 $ | -862.118 $ | -53,4 % | 1.615.311 $ | +1.374.459 $ | +570,7 % | 240.852 $ | -8.511 $ | -3,4 % |
| Tanglewood Wealth Management, Inc. | 2.461.005 $ | +1.102.709 $ | +81,2 % | 1.358.296 $ | ||||||||
| VICUS CAPITAL | 2.455.787 $ | +567.427 $ | +30,0 % | 1.888.360 $ | +646.110 $ | +52,0 % | 1.242.250 $ | +571.462 $ | +85,2 % | |||
| Ironwood Financial, llc | 2.450.912 $ | +106.826 $ | +4,6 % | 2.344.086 $ | +334.871 $ | +16,7 % | 2.009.215 $ | +148.200 $ | +8,0 % | 1.861.015 $ | +262.766 $ | +16,4 % |
| Nicht ausgewiesen | 2.449.881 $ | +1.025.388 $ | +72,0 % | 1.424.493 $ | +1.365.650 $ | +2.320,8 % | 58.843 $ | +1.459 $ | +2,5 % | |||
| WT Wealth Management | 2.445.760 $ | +840.481 $ | +52,4 % | 1.605.279 $ | -42.778 $ | -2,6 % | 1.648.057 $ | +136.833 $ | +9,1 % | |||
| Triton Wealth Management, PLLC | 2.209.503 $ | -235.580 $ | -9,6 % | 2.445.083 $ | +1.825.622 $ | +294,7 % | 619.461 $ | |||||
| West Wealth Group, LLC | 2.358.963 $ | -76.019 $ | -3,1 % | 2.434.982 $ | +296.297 $ | +13,9 % | 2.138.685 $ | |||||
| Sachetta, LLC | 2.434.138 $ | +724.512 $ | +42,4 % | 1.709.626 $ | +95.659 $ | +5,9 % | 1.613.967 $ | +85.362 $ | +5,6 % | |||
| Cambridge Financial Group, LLC | 2.431.781 $ | +0 $ | +0,0 % | 2.431.781 $ | +237.729 $ | +10,8 % | 2.194.052 $ | +1.022.479 $ | +87,3 % | 1.171.573 $ | -773.047 $ | -39,8 % |
| Thayer Financial, L.L.C. | 2.299.022 $ | -123.535 $ | -5,1 % | 2.422.557 $ | +168.944 $ | +7,5 % | 2.253.613 $ | +143.585 $ | +6,8 % | 2.110.028 $ | ||
| Sankala Group LLC | 2.369.070 $ | +1.041.232 $ | +78,4 % | 1.327.838 $ | +61.444 $ | +4,9 % | 1.266.394 $ | |||||
| COLDSTREAM CAPITAL MANAGEMENT INC | 2.368.577 $ | +73.720 $ | +3,2 % | 2.294.857 $ | +346.764 $ | +17,8 % | 1.948.093 $ | +91.371 $ | +4,9 % | |||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2.364.186 $ | +429.897 $ | +22,2 % | 1.934.289 $ | ||||||||
| Evelyn Partners Investment Management Services Ltd | 2.363.009 $ | +110.790 $ | +4,9 % | 2.252.219 $ | ||||||||
| Crusonia Wealth Advisors LLC | 2.343.435 $ | +232.907 $ | +11,0 % | 2.110.528 $ | +74.739 $ | +3,7 % | 2.035.789 $ | |||||
| MONEYWISE, INC. | 1.954.083 $ | +116.937 $ | +6,4 % | 1.837.146 $ | -473.889 $ | -20,5 % | 2.311.035 $ | -1.398.009 $ | -37,7 % | |||
| BOK Financial Private Wealth, Inc. | 2.309.138 $ | +660.793 $ | +40,1 % | 1.648.345 $ | +389.992 $ | +31,0 % | 1.258.353 $ | +425.683 $ | +51,1 % | |||
| Beaumont Asset Management, L.L.C. | 2.304.923 $ | +1.020.639 $ | +79,5 % | 1.284.284 $ | ||||||||
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 2.293.239 $ | +1.289.152 $ | +128,4 % | 1.004.087 $ | ||||||||
| BLUEDOOR PRIVATE WEALTH, LLC | 2.257.234 $ | +201.272 $ | +9,8 % | 2.055.962 $ | -233.522 $ | -10,2 % | 2.289.484 $ | |||||
| Layline Advisors, LLC | 2.286.659 $ | +499.096 $ | +27,9 % | 1.787.563 $ | ||||||||
| Privatperson | 2.282.011 $ | +39.349 $ | +1,8 % | 2.242.662 $ | +313.824 $ | +16,3 % | 1.928.838 $ | +149.601 $ | +8,4 % | 1.779.237 $ | -74.554 $ | -4,0 % |
| TRANSCEND CAPITAL ADVISORS, LLC | 2.264.657 $ | +55.302 $ | +2,5 % | 2.209.355 $ | +434.203 $ | +24,5 % | 1.775.152 $ | -1.039.496 $ | -36,9 % | |||
| QRG CAPITAL MANAGEMENT, INC. | 2.255.026 $ | +563.395 $ | +33,3 % | 1.691.631 $ | -42.510 $ | -2,5 % | 1.734.141 $ | +215.943 $ | +14,2 % | |||
| HICKS CAPITAL MANAGEMENT LLC | 2.252.752 $ | +0 $ | +0,0 % | 2.252.752 $ | +421.330 $ | +23,0 % | 1.831.422 $ | +157.777 $ | +9,4 % | 1.673.645 $ | ||
| R2 Capital Strategies, LLC | 2.225.831 $ | +457.435 $ | +25,9 % | 1.768.396 $ | ||||||||
| A4 Wealth Advisors LLC | 850.149 $ | -71.101 $ | -7,7 % | 921.250 $ | -637.470 $ | -40,9 % | 1.558.720 $ | -664.313 $ | -29,9 % | 2.223.033 $ | -711.749 $ | -24,3 % |
| NewEdge Wealth, LLC | 2.208.697 $ | +677.384 $ | +44,2 % | 1.531.313 $ | -92.414 $ | -5,7 % | 1.623.727 $ | +21.422 $ | +1,3 % | |||
| BEACON FINANCIAL GROUP | 1.915.034 $ | -266.894 $ | -12,2 % | 2.181.928 $ | -19.084 $ | -0,9 % | 2.201.012 $ | +155.040 $ | +7,6 % | 2.045.972 $ | +381.832 $ | +22,9 % |
| Astra Wealth Partners LLC | 2.195.789 $ | +40.910 $ | +1,9 % | 2.154.879 $ | +106.803 $ | +5,2 % | 2.048.076 $ | +105.798 $ | +5,4 % | |||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.192.198 $ | +399.503 $ | +22,3 % | 1.792.695 $ | +380.214 $ | +26,9 % | 1.412.481 $ | +461.931 $ | +48,6 % | |||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 2.045.104 $ | -142.242 $ | -6,5 % | 2.187.346 $ | +66.562 $ | +3,1 % | 2.120.784 $ | +84.905 $ | +4,2 % | 2.035.879 $ | +29.121 $ | +1,5 % |
| Prosperitas Financial LLC | 2.178.632 $ | +235.093 $ | +12,1 % | 1.943.539 $ | +649.468 $ | +50,2 % | 1.294.071 $ | +138.018 $ | +11,9 % | |||
| THEORY FINANCIAL LLC | 1.438.762 $ | -739.074 $ | -33,9 % | 2.177.836 $ | +386.117 $ | +21,6 % | 1.791.719 $ | +894.207 $ | +99,6 % | |||
| BROWN BROTHERS HARRIMAN & CO | 2.167.512 $ | +370.621 $ | +20,6 % | 1.796.891 $ | +61.125 $ | +3,5 % | 1.735.766 $ | +1.214.081 $ | +232,7 % | |||
| M Wealth Management, LLC | 2.113.687 $ | -52.532 $ | -2,4 % | 2.166.219 $ | +886.408 $ | +69,3 % | 1.279.811 $ | +226.925 $ | +21,6 % | 1.052.886 $ | +37.216 $ | +3,7 % |
| Nemes Rush Group LLC | 2.152.558 $ | +456.921 $ | +26,9 % | 1.695.637 $ | +684.541 $ | +67,7 % | 1.011.096 $ | +153.894 $ | +18,0 % | |||
| W.H. Cornerstone Investments Inc. | 2.148.223 $ | +747.354 $ | +53,3 % | 1.400.869 $ | +1.083.499 $ | +341,4 % | 317.370 $ | |||||
| CROSSPOINT FINANCIAL, LLC | 2.146.610 $ | +710.025 $ | +49,4 % | 1.436.585 $ | +580.418 $ | +67,8 % | 856.167 $ | +125.284 $ | +17,1 % | |||
| FLAGSTAR SECURITIES, INC | 2.143.381 $ | +1.565.321 $ | +270,8 % | 578.060 $ | +63.536 $ | +12,3 % | 514.524 $ | -72.196 $ | -12,3 % | 586.720 $ | +20.961 $ | +3,7 % |
| FSA Advisors, Inc. | 2.133.518 $ | +1.883.628 $ | +753,8 % | 249.890 $ | ||||||||
| Vanguard National Trust Co | 2.124.002 $ | +173.354 $ | +8,9 % | 1.950.648 $ | ||||||||
| Baker Ellis Asset Management LLC | 2.122.820 $ | +78.258 $ | +3,8 % | 2.044.562 $ | +118.007 $ | +6,1 % | 1.926.555 $ | +140.209 $ | +7,8 % | 1.786.346 $ | +85.378 $ | +5,0 % |
| Balefire, LLC | 1.839.116 $ | -282.105 $ | -13,3 % | 2.121.221 $ | +1.411.677 $ | +199,0 % | 709.544 $ | +39.002 $ | +5,8 % | 670.542 $ | +187.024 $ | +38,7 % |
| Berman McAleer LLC | 2.118.409 $ | +21.394 $ | +1,0 % | 2.097.015 $ | +102.500 $ | +5,1 % | 1.994.515 $ | +11.003 $ | +0,6 % | 1.983.512 $ | +226.725 $ | +12,9 % |
| Almanack Investment Partners, LLC. | 2.115.838 $ | +218.188 $ | +11,5 % | 1.897.650 $ | +129.340 $ | +7,3 % | 1.768.310 $ | -31.860 $ | -1,8 % | |||
| Founders Financial Alliance, LLC | 203.482 $ | -1.906.623 $ | -90,4 % | 2.110.105 $ | +448.848 $ | +27,0 % | 1.661.257 $ | |||||
| Acropolis Investment Management, LLC | 2.103.657 $ | +223.900 $ | +11,9 % | 1.879.757 $ | +216.521 $ | +13,0 % | 1.663.236 $ | -4.501 $ | -0,3 % | 1.667.737 $ | -376.867 $ | -18,4 % |
| Koenig Investment Advisory, LLC | 2.084.905 $ | +16.548 $ | +0,8 % | 2.068.357 $ | +292.362 $ | +16,5 % | 1.775.995 $ | -88.494 $ | -4,7 % | 1.864.489 $ | ||
| CIBC Bancorp USA Inc. | 2.081.163 $ | +1.018.178 $ | +95,8 % | 1.062.985 $ | ||||||||
| Financial Architects, LLC | 1.991.372 $ | -89.694 $ | -4,3 % | 2.081.066 $ | +167.704 $ | +8,8 % | 1.913.362 $ | +283.080 $ | +17,4 % | 1.630.282 $ | +44.398 $ | +2,8 % |
| SAPIENT CAPITAL LLC | 1.810.075 $ | -269.753 $ | -13,0 % | 2.079.828 $ | +279.027 $ | +15,5 % | 1.800.801 $ | |||||
| SVB WEALTH LLC | 2.078.283 $ | +313.267 $ | +17,7 % | 1.765.016 $ | +237.644 $ | +15,6 % | 1.527.372 $ | +201.050 $ | +15,2 % | |||
| Privatperson | 1.763.085 $ | -312.476 $ | -15,1 % | 2.075.561 $ | +921.380 $ | +79,8 % | 1.154.181 $ | |||||
| Blue Trust, Inc. | 2.056.270 $ | +2.036.007 $ | +10.047,9 % | 20.263 $ | -1.843.926 $ | -98,9 % | 1.864.189 $ | +147.949 $ | +8,6 % | 1.716.240 $ | -27.817 $ | -1,6 % |
| PUFF WEALTH MANAGEMENT, LLC | 1.787.621 $ | -268.558 $ | -13,1 % | 2.056.179 $ | +272.306 $ | +15,3 % | 1.783.873 $ | -149.934 $ | -7,8 % | |||
| Uniting Wealth Partners, LLC | 2.055.296 $ | +160.294 $ | +8,5 % | 1.895.002 $ | ||||||||
| Comprehensive Financial Planning, Inc./PA | 2.050.521 $ | +374.547 $ | +22,3 % | 1.675.974 $ | +511.693 $ | +43,9 % | 1.164.281 $ | +58.710 $ | +5,3 % | |||
| Atlas Wealth LLC | 2.045.215 $ | +287.168 $ | +16,3 % | 1.758.047 $ | +139.585 $ | +8,6 % | 1.618.462 $ | +51.501 $ | +3,3 % | |||
| Redwood Investment Management, LLC | 1.602.000 $ | -435.000 $ | -21,4 % | 2.037.000 $ | +1.153.000 $ | +130,4 % | 884.000 $ | |||||
| Foguth Wealth Management, LLC. | 2.033.893 $ | |||||||||||
| Tower Wealth Partners, Inc. | 2.032.590 $ | +383.604 $ | +23,3 % | 1.648.986 $ | +117.960 $ | +7,7 % | 1.531.026 $ | +65.546 $ | +4,5 % | |||
| GUYASUTA INVESTMENT ADVISORS INC | 2.031.422 $ | +163.242 $ | +8,7 % | 1.868.180 $ | +320.167 $ | +20,7 % | 1.548.013 $ | |||||
| Advisor Resource Council | 2.030.641 $ | +458.745 $ | +29,2 % | 1.571.896 $ | +50.661 $ | +3,3 % | 1.521.235 $ | |||||
| Inspire Advisors, LLC | 2.028.424 $ | +279.688 $ | +16,0 % | 1.748.736 $ | ||||||||
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 2.006.034 $ | -16.507 $ | -0,8 % | 2.022.541 $ | +223.109 $ | +12,4 % | 1.799.432 $ | +20.347 $ | +1,1 % | 1.779.085 $ | -53.749 $ | -2,9 % |
| Coquina Private Wealth LLC | 2.019.784 $ | +181.116 $ | +9,9 % | 1.838.668 $ | +92.394 $ | +5,3 % | 1.746.274 $ | |||||
| Daybright Advisory Services, Inc. | 2.018.645 $ | |||||||||||
| Merkkuri Wealth Advisors LLC | 1.912.063 $ | -100.931 $ | -5,0 % | 2.012.994 $ | +261.053 $ | +14,9 % | 1.751.941 $ | +445.698 $ | +34,1 % | |||
| Prime Buchholz LLC | 2.000.066 $ | +1.362.872 $ | +213,9 % | 637.194 $ | ||||||||
| VANGUARD GROUP INC | 1.977.624 $ | +95.227 $ | +5,1 % | |||||||||
| Wealth Management Partners, LLC | 1.897.418 $ | -73.873 $ | -3,7 % | 1.971.291 $ | +296.113 $ | +17,7 % | 1.675.178 $ | +42.187 $ | +2,6 % | 1.632.991 $ | +38.394 $ | +2,4 % |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.955.847 $ | +752.458 $ | +62,5 % | 1.203.389 $ | +606.412 $ | +101,6 % | 596.977 $ | +339.483 $ | +131,8 % | |||
| First Citizens Asset Management, Inc. | 1.954.163 $ | +254.699 $ | +15,0 % | 1.699.464 $ | +164.906 $ | +10,7 % | 1.534.558 $ | +47.162 $ | +3,2 % | |||
| PHILADELPHIA TRUST CO | 1.947.000 $ | +57.000 $ | +3,0 % | 1.890.000 $ | +107.000 $ | +6,0 % | 1.783.000 $ | +71.000 $ | +4,1 % | |||
| WealthPoint Financial, LLC | 1.537.086 $ | -405.295 $ | -20,9 % | 1.942.381 $ | +303.549 $ | +18,5 % | 1.638.832 $ | |||||
| Tortuga Wealth Management, Inc | 1.923.384 $ | +574.944 $ | +42,6 % | 1.348.440 $ | +32.082 $ | +2,4 % | 1.316.358 $ | |||||
| TPG Advisors LLC | 1.851.462 $ | -64.477 $ | -3,4 % | 1.915.939 $ | +270.378 $ | +16,4 % | 1.645.561 $ | |||||
| Clear Point Advisors Inc. | 1.904.202 $ | +112.986 $ | +6,3 % | 1.791.216 $ | +81.912 $ | +4,8 % | 1.709.304 $ | +63.234 $ | +3,8 % | |||
| Tandem Investment Partners LLC | 1.901.952 $ | +194.486 $ | +11,4 % | 1.707.466 $ | +284.699 $ | +20,0 % | 1.422.767 $ | |||||
| BigSur Wealth Management LLC | 1.779.297 $ | -101.723 $ | -5,4 % | 1.881.020 $ | +193.493 $ | +11,5 % | 1.687.527 $ | +48.810 $ | +3,0 % | 1.638.717 $ | +39.588 $ | +2,5 % |
| IMG Wealth Management, Inc. | 1.863.247 $ | +306.030 $ | +19,7 % | 1.557.217 $ | ||||||||
| REGIONS FINANCIAL CORP | 1.861.449 $ | +214.711 $ | +13,0 % | 1.646.738 $ | ||||||||
| Integris Wealth Management, LLC | 1.740.288 $ | -113.147 $ | -6,1 % | 1.853.435 $ | +353.252 $ | +23,5 % | 1.500.183 $ | +56.554 $ | +3,9 % | 1.443.629 $ | +34.682 $ | +2,5 % |
| BUSH INVESTMENT GROUP, LLC | 1.852.212 $ | +346.086 $ | +23,0 % | 1.506.126 $ | +734.972 $ | +95,3 % | ||||||
| JOHNSON INVESTMENT COUNSEL INC | 1.849.317 $ | +1.150.373 $ | +164,6 % | 698.944 $ | +112.457 $ | +19,2 % | 586.487 $ | +15.682 $ | +2,7 % | |||
| Prospera Capital Management, LLC | 1.838.592 $ | +870.320 $ | +89,9 % | 968.272 $ | +161.841 $ | +20,1 % | 806.431 $ | +61.977 $ | +8,3 % | 744.454 $ | +17.885 $ | +2,5 % |
| NORTHERN TRUST CORP | 1.835.897 $ | +582.812 $ | +46,5 % | 1.253.085 $ | +181.152 $ | +16,9 % | 1.071.933 $ | -209.743 $ | -16,4 % | |||
| JAMES INVESTMENT RESEARCH, INC. | 1.795.673 $ | +49.378 $ | +2,8 % | 1.746.295 $ | +410.607 $ | +30,7 % | 1.335.688 $ | +205.776 $ | +18,2 % | 1.129.912 $ | +114.261 $ | +11,3 % |
| STRATEGY ASSET MANAGERS LLC | 1.791.957 $ | +11.250 $ | +0,6 % | 1.780.707 $ | +293.262 $ | +19,7 % | 1.487.445 $ | +97.532 $ | +7,0 % | 1.389.913 $ | +102.002 $ | +7,9 % |
| Stonebridge Financial Group, LLC / MO | 1.786.625 $ | +399.285 $ | +28,8 % | 1.387.340 $ | +399.880 $ | +40,5 % | 987.460 $ | |||||
| Clarity Wealth Development LLC | 211.639 $ | -94.041 $ | -30,8 % | 305.680 $ | -1.471.990 $ | -82,8 % | 1.777.670 $ | +11.966 $ | +0,7 % | 1.765.704 $ | -18.242 $ | -1,0 % |
| CYPRESS FINANCIAL PLANNING LLC | 1.768.003 $ | -2.087 $ | -0,1 % | 1.770.090 $ | ||||||||
| Powerhouse Assets LLC | 1.755.259 $ | +74.520 $ | +4,4 % | 1.680.739 $ | -22.277 $ | -1,3 % | 1.703.016 $ | +245.706 $ | +16,9 % | 1.457.310 $ | ||
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1.751.224 $ | +388.932 $ | +28,5 % | 1.362.292 $ | +672.629 $ | +97,5 % | 689.663 $ | +47.042 $ | +7,3 % | |||
| Cooper Capital Advisors LLC | 1.748.724 $ | +227.204 $ | +14,9 % | 1.521.520 $ | ||||||||
| True Vision MN LLC | 1.743.456 $ | -3.352 $ | -0,2 % | 1.746.808 $ | +149.076 $ | +9,3 % | ||||||
| Haverford Financial Services, Inc. | 1.737.989 $ | +338.182 $ | +24,2 % | 1.399.807 $ | +717.795 $ | +105,2 % | 682.012 $ | +16.913 $ | +2,5 % | |||
| Hilltop Holdings Inc. | 1.735.852 $ | +186.333 $ | +12,0 % | 1.549.519 $ | -2.490.184 $ | -61,6 % | ||||||
| Linscomb Wealth, Inc. | 1.734.987 $ | +1.039.662 $ | +149,5 % | 695.325 $ | ||||||||
| CGC Financial Services, LLC | 1.586.986 $ | -23.703 $ | -1,5 % | 1.610.689 $ | +417.359 $ | +35,0 % | 1.193.330 $ | -507.523 $ | -29,8 % | 1.700.853 $ | +54.000 $ | +3,3 % |
| Parkside Financial Bank & Trust | 1.695.419 $ | +426.091 $ | +33,6 % | 1.269.328 $ | +52.728 $ | +4,3 % | 1.216.600 $ | +69.704 $ | +6,1 % | |||
| Banque Transatlantique SA | 1.691.718 $ | +310.857 $ | +22,5 % | 1.380.861 $ | ||||||||
| John A. Wolfe & Associates, Inc. | 1.690.443 $ | +155.503 $ | +10,1 % | 1.534.940 $ | +133.858 $ | +9,6 % | 1.401.082 $ | |||||
| Brand Asset Management Group, Inc. | 1.682.706 $ | +656.619 $ | +64,0 % | 1.026.087 $ | +305.258 $ | +42,3 % | 720.829 $ | -67.493 $ | -8,6 % | |||
| Fortis Capital Advisors, LLC | 1.409.542 $ | -236.545 $ | -14,4 % | 1.646.087 $ | +1.273.387 $ | +341,7 % | 372.700 $ | |||||
| Claro Advisors Inc. | 1.628.452 $ | +238.912 $ | +17,2 % | 1.389.540 $ | +186.051 $ | +15,5 % | 1.203.489 $ | +166.729 $ | +16,1 % | |||
| JM2 Capital Inc. | 1.626.875 $ | +104.381 $ | +6,9 % | 1.522.494 $ | +544.012 $ | +55,6 % | 978.482 $ | +484.107 $ | +97,9 % | 494.375 $ | ||
| Dominguez Wealth Management Solutions, Inc. | 1.536.748 $ | -19.438 $ | -1,2 % | 1.556.186 $ | +166.600 $ | +12,0 % | 1.389.586 $ | -236.568 $ | -14,5 % | 1.626.154 $ | -7.945 $ | -0,5 % |
| NorthRock Partners, LLC | 1.624.127 $ | +138.259 $ | +9,3 % | 1.485.868 $ | ||||||||
| 49 WEALTH MANAGEMENT, LLC | 1.619.256 $ | +1.391.101 $ | +609,7 % | 228.155 $ | -42.739 $ | -15,8 % | 270.894 $ | -41.855 $ | -13,4 % | |||
| ALONGSIDE, LLC | 1.619.256 $ | |||||||||||
| SeedSafe Financial LLC | 1.613.779 $ | +187.546 $ | +13,1 % | 1.426.233 $ | +85.634 $ | +6,4 % | 1.340.599 $ | |||||
| Value Investment Professionals, LLC | 1.521.140 $ | -90.168 $ | -5,6 % | 1.611.308 $ | +301.681 $ | +23,0 % | 1.309.627 $ | |||||
| XTX Topco Ltd | 1.610.544 $ | +884.541 $ | +121,8 % | 726.003 $ | +502.658 $ | +225,1 % | ||||||
| Geneva Partners, LLC | 1.604.707 $ | |||||||||||
| PAX Financial Group, LLC | 729.368 $ | -874.335 $ | -54,5 % | 1.603.703 $ | ||||||||
| Cypress Wealth Services, LLC | 1.268.025 $ | -334.968 $ | -20,9 % | 1.602.993 $ | +515.607 $ | +47,4 % | 1.087.386 $ | +63.708 $ | +6,2 % | 1.023.678 $ | +36.709 $ | +3,7 % |
| Santori & Peters, Inc. | 1.601.130 $ | +363.409 $ | +29,4 % | 1.237.721 $ | +819.469 $ | +195,9 % | 418.252 $ | +46.307 $ | +12,4 % | |||
| VANCE WEALTH, LLC | 1.593.746 $ | +209.567 $ | +15,1 % | 1.384.179 $ | +65.973 $ | +5,0 % | 1.318.206 $ | -87.963 $ | -6,3 % | |||
| Axis Wealth Partners, LLC | 1.587.823 $ | +1.058.417 $ | +199,9 % | 529.406 $ | ||||||||
| Douglass Winthrop Advisors, LLC | 1.576.665 $ | |||||||||||
| WEST MICHIGAN ADVISORS, LLC | 1.576.089 $ | |||||||||||
| BlackDiamond Wealth Management, LLC | 1.077.176 $ | -498.758 $ | -31,6 % | 1.575.934 $ | +358.532 $ | +29,5 % | 1.217.402 $ | |||||
| Brio Consultants, LLC | 1.575.476 $ | +65.163 $ | +4,3 % | 1.510.313 $ | +429.237 $ | +39,7 % | 1.081.076 $ | +575.710 $ | +113,9 % | |||
| Selective Wealth Management, Inc. | 1.575.475 $ | +126.581 $ | +8,7 % | 1.448.894 $ | -54.099 $ | -3,6 % | 1.502.993 $ | +134.553 $ | +9,8 % | 1.368.440 $ | +105.796 $ | +8,4 % |
| Arrowroot Family Office, LLC | 1.573.258 $ | +279.443 $ | +21,6 % | 1.293.815 $ | +104.367 $ | +8,8 % | 1.189.448 $ | +686.263 $ | +136,4 % | |||
| Fortune Financial Advisors, LLC | 1.556.736 $ | +566.470 $ | +57,2 % | 990.266 $ | +233.054 $ | +30,8 % | 757.212 $ | +73.058 $ | +10,7 % | |||
| Longview Financial Advisors, Inc. | 1.267.982 $ | -208.874 $ | -14,1 % | 1.476.856 $ | -77.257 $ | -5,0 % | 1.554.113 $ | +345.425 $ | +28,6 % | 1.208.688 $ | +6.419 $ | +0,5 % |
| BAM Wealth Management, LLC | 1.552.929 $ | +125.520 $ | +8,8 % | 1.427.409 $ | -3.198 $ | -0,2 % | 1.430.607 $ | +382.672 $ | +36,5 % | 1.047.935 $ | +168.998 $ | +19,2 % |
| Lodestone Wealth Management LLC | 1.550.027 $ | +898.237 $ | +137,8 % | 651.790 $ | -366.262 $ | -36,0 % | 1.018.052 $ | +468.993 $ | +85,4 % | 549.059 $ | +69.502 $ | +14,5 % |
| Aureum Wealth Management, LLC | 751.462 $ | -164.529 $ | -18,0 % | 915.991 $ | -633.523 $ | -40,9 % | 1.549.514 $ | |||||
| Diversified Trust Co | 1.544.951 $ | +134.139 $ | +9,5 % | 1.410.812 $ | +65.249 $ | +4,8 % | 1.345.563 $ | +59.358 $ | +4,6 % | |||
| Gerber Kawasaki Wealth & Investment Management | 1.541.707 $ | +159.191 $ | +11,5 % | 1.382.516 $ | -67.789 $ | -4,7 % | 1.450.305 $ | -120.972 $ | -7,7 % | |||
| BlueChip Wealth Advisors LLC | 613.746 $ | -16.437 $ | -2,6 % | 630.183 $ | -910.116 $ | -59,1 % | 1.540.299 $ | +766.037 $ | +98,9 % | |||
| WealthTrak Capital Management LLC | 1.206.607 $ | -330.376 $ | -21,5 % | 1.536.983 $ | +185.282 $ | +13,7 % | 1.351.701 $ | +912.308 $ | +207,6 % | |||
| Alhambra Investment Management LLC | 1.536.133 $ | |||||||||||
| MAINSAIL ASSET MANAGEMENT, LLC | 1.532.762 $ | +93.862 $ | +6,5 % | 1.438.900 $ | +393.168 $ | +37,6 % | 1.045.732 $ | +60.335 $ | +6,1 % | 985.397 $ | -182.372 $ | -15,6 % |
| WMS Group LLC | 1.531.304 $ | +194.838 $ | +14,6 % | 1.336.466 $ | ||||||||
| SEAVIEW INVESTMENT MANAGERS LLC | 1.531.014 $ | +174.416 $ | +12,9 % | 1.356.598 $ | ||||||||
| FIRETHORN WEALTH PARTNERS, LLC | 794.459 $ | -724.384 $ | -47,7 % | 1.518.843 $ | +208.656 $ | +15,9 % | 1.310.187 $ | +674.456 $ | +106,1 % | |||
| TOWLE & CO | 1.509.982 $ | +657.773 $ | +77,2 % | 852.209 $ | ||||||||
| VectorGlobal IAG, Inc. | 1.501.196 $ | |||||||||||
| OMNI 360 Wealth, Inc. | 1.479.198 $ | +398.799 $ | +36,9 % | 1.080.399 $ | +335.034 $ | +44,9 % | 745.365 $ | +276.410 $ | +58,9 % | 468.955 $ | ||
| ProCore Advisors, LLC | 1.422.845 $ | -54.541 $ | -3,7 % | 1.477.386 $ | +246.055 $ | +20,0 % | 1.231.331 $ | -12.016 $ | -1,0 % | 1.243.347 $ | ||
| Element Wealth, LLC | 1.474.771 $ | +346.362 $ | +30,7 % | 1.128.409 $ | +734.478 $ | +186,4 % | 393.931 $ | +136.703 $ | +53,1 % | |||
| ATX Financial Planning, LLC | 1.291.096 $ | -180.882 $ | -12,3 % | 1.471.978 $ | +228.648 $ | +18,4 % | 1.243.330 $ | |||||
| Intelligent Financial Strategies | 1.190.500 $ | +16.387 $ | +1,4 % | 1.174.113 $ | +68.436 $ | +6,2 % | 1.105.677 $ | -365.668 $ | -24,9 % | 1.471.345 $ | +54.210 $ | +3,8 % |
| NORTH STAR ASSET MANAGEMENT INC | 1.469.798 $ | +130.128 $ | +9,7 % | 1.339.670 $ | +542.390 $ | +68,0 % | 797.280 $ | -202.698 $ | -20,3 % | |||
| San Luis Wealth Advisors LLC | 1.347.082 $ | +0 $ | +0,0 % | 1.347.082 $ | +53.706 $ | +4,2 % | 1.293.376 $ | -175.709 $ | -12,0 % | 1.469.085 $ | -169.679 $ | -10,4 % |
| Quadrature Capital Ltd | 636.470 $ | -806.188 $ | -55,9 % | 1.442.658 $ | ||||||||
| Independent Wealth Network Inc. | 1.440.953 $ | |||||||||||
| Freestone Capital Holdings, LLC | 1.434.606 $ | +949.691 $ | +195,8 % | 484.915 $ | ||||||||
| Curi Capital, LLC | 1.412.755 $ | -20.268 $ | -1,4 % | 1.433.023 $ | +390.232 $ | +37,4 % | 1.042.791 $ | +4.731 $ | +0,5 % | |||
| Capital Wealth Alliance, LLC | 1.432.790 $ | +331.284 $ | +30,1 % | 1.101.506 $ | +150.138 $ | +15,8 % | 951.368 $ | -43.240 $ | -4,3 % | 994.608 $ | +91.174 $ | +10,1 % |
| Fund Evaluation Group, LLC | 1.431.997 $ | +166.420 $ | +13,1 % | 1.265.577 $ | -98.283 $ | -7,2 % | 1.363.860 $ | +63.180 $ | +4,9 % | |||
| CULLEN/FROST BANKERS, INC. | 1.425.096 $ | +328.255 $ | +29,9 % | 1.096.841 $ | +379.550 $ | +52,9 % | 717.291 $ | +329.736 $ | +85,1 % | |||
| Portside Wealth Group, LLC | 1.415.557 $ | +48.812 $ | +3,6 % | 1.366.745 $ | +278.946 $ | +25,6 % | 1.087.799 $ | |||||
| Melone Private Wealth, LLC | 1.316.938 $ | -88.449 $ | -6,3 % | 1.405.387 $ | +179.467 $ | +14,6 % | 1.225.920 $ | +404.742 $ | +49,3 % | 821.178 $ | +375.352 $ | +84,2 % |
| Providence First Trust Co | 1.394.927 $ | |||||||||||
| WORLD EQUITY GROUP, INC. | 445.437 $ | -946.836 $ | -68,0 % | 1.392.273 $ | ||||||||
| Trust Co | 1.374.577 $ | +603.956 $ | +78,4 % | 770.621 $ | +145.325 $ | +23,2 % | 625.296 $ | +212.310 $ | +51,4 % | 412.986 $ | ||
| DENVER WEALTH MANAGEMENT, INC. | 1.267.770 $ | -101.216 $ | -7,4 % | 1.368.986 $ | +153.460 $ | +12,6 % | 1.215.526 $ | +141.783 $ | +13,2 % | |||
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 1.339.917 $ | |||||||||||
| RHL GROUP, LLC | 1.318.087 $ | +439.527 $ | +50,0 % | 878.560 $ | +534.429 $ | +155,3 % | 344.131 $ | |||||
| Verdad Advisers, LP | 1.315.580 $ | |||||||||||
| Caerus Investment Advisors, LLC | 1.314.699 $ | +89.208 $ | +7,3 % | 1.225.491 $ | +860.887 $ | +236,1 % | 364.604 $ | |||||
| Summit Trail Advisors, LLC | 1.305.113 $ | +479.651 $ | +58,1 % | 825.462 $ | -291.482 $ | -26,1 % | 1.116.944 $ | +27.699 $ | +2,5 % | |||
| Tempus Wealth Planning, LLC | 1.302.023 $ | +183.110 $ | +16,4 % | 1.118.913 $ | -17.519 $ | -1,5 % | 1.136.432 $ | +220.043 $ | +24,0 % | 916.389 $ | -617.870 $ | -40,3 % |
| TRUSTMARK BANK TRUST DEPARTMENT | 1.299.776 $ | +889.235 $ | +216,6 % | 410.541 $ | +12.195 $ | +3,1 % | 398.346 $ | +16.549 $ | +4,3 % | |||
| E&G Advisors, LLC | 1.297.684 $ | +112.815 $ | +9,5 % | 1.184.869 $ | +84.112 $ | +7,6 % | 1.100.757 $ | |||||
| VERUS CAPITAL PARTNERS, LLC | 1.291.856 $ | +179.852 $ | +16,2 % | 1.112.004 $ | +282.422 $ | +34,0 % | 829.582 $ | +423.387 $ | +104,2 % | |||
| Lloyd Advisory Services, LLC. | 1.278.857 $ | +1.115.090 $ | +680,9 % | 163.767 $ | -968.796 $ | -85,5 % | 1.132.563 $ | |||||
| Cornerstone Capital, Inc. | 1.266.159 $ | +127.561 $ | +11,2 % | 1.138.598 $ | +52.876 $ | +4,9 % | 1.085.722 $ | +35.176 $ | +3,3 % | |||
| LWM Advisory Services, LLC | 1.262.109 $ | |||||||||||
| Symphony Financial Services, Inc. | 1.261.956 $ | |||||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 1.261.812 $ | |||||||||||
| CALTON & ASSOCIATES, INC. | 1.260.944 $ | +156.589 $ | +14,2 % | 1.104.355 $ | +10.141 $ | +0,9 % | 1.094.214 $ | -14.078 $ | -1,3 % | |||
| SECURITY NATIONAL BANK OF SO DAK | 1.256.760 $ | +865.208 $ | +221,0 % | 391.552 $ | ||||||||
| Callan Family Office, LLC | 1.253.974 $ | +481.615 $ | +62,4 % | 772.359 $ | +34.122 $ | +4,6 % | 738.237 $ | +18.308 $ | +2,5 % | |||
| EASTERN BANK | 1.247.649 $ | +166.264 $ | +15,4 % | 1.081.385 $ | +1.019.417 $ | +1.645,1 % | 61.968 $ | +2.441 $ | +4,1 % | 59.527 $ | +5.681 $ | +10,6 % |
| Redwood Park Advisors LLC | 1.247.570 $ | +139.778 $ | +12,6 % | 1.107.792 $ | +71.470 $ | +6,9 % | 1.036.322 $ | +40.162 $ | +4,0 % | |||
| Atomic Invest LLC | 1.240.736 $ | +862.265 $ | +227,8 % | 378.471 $ | ||||||||
| Ares Financial Consulting, LLC | 964.252 $ | -1.362 $ | -0,1 % | 965.614 $ | +16.712 $ | +1,8 % | 948.902 $ | -289.120 $ | -23,4 % | 1.238.022 $ | ||
| Vines Capital Management, LLC | 1.226.266 $ | +282.189 $ | +29,9 % | 944.077 $ | +101.926 $ | +12,1 % | 842.151 $ | |||||
| BESSEMER GROUP INC | 611.000 $ | +277.000 $ | +82,9 % | 334.000 $ | -891.000 $ | -72,7 % | 1.225.000 $ | +919.000 $ | +300,3 % | |||
| Operose Advisors LLC | 1.180.984 $ | -32.865 $ | -2,7 % | 1.213.849 $ | +345.634 $ | +39,8 % | 868.215 $ | +734.591 $ | +549,7 % | |||
| ASPIRIANT, LLC | 1.192.959 $ | +102.087 $ | +9,4 % | 1.090.872 $ | +114.844 $ | +11,8 % | 976.028 $ | -856 $ | -0,1 % | 976.884 $ | -48.246 $ | -4,7 % |
| AlTi Global, Inc. | 1.187.998 $ | +43.354 $ | +3,8 % | |||||||||
| Ameritas Investment Partners, Inc. | 1.183.751 $ | +312.782 $ | +35,9 % | 870.969 $ | ||||||||
| Targeted Financial Services LLC | 1.165.095 $ | -9.380 $ | -0,8 % | 1.174.475 $ | +183.342 $ | +18,5 % | 991.133 $ | +270.228 $ | +37,5 % | 720.905 $ | ||
| Tower Research Capital LLC (TRC) | 1.165.281 $ | +1.164.395 $ | +131.421,6 % | 886 $ | -961.654 $ | -99,9 % | ||||||
| Strategic Advisors LLC | 1.074.651 $ | -52.930 $ | -4,7 % | 1.127.581 $ | -26.057 $ | -2,3 % | 1.153.638 $ | +101.918 $ | +9,7 % | 1.051.720 $ | -16.137 $ | -1,5 % |
| Carolina Wealth Management Inc | 1.150.537 $ | |||||||||||
| STEVENS CAPITAL PARTNERS | 420.145 $ | -728.037 $ | -63,4 % | 1.148.182 $ | ||||||||
| CITIZENS FINANCIAL GROUP INC/RI | 1.137.353 $ | +40.292 $ | +3,7 % | 1.097.061 $ | +277.230 $ | +33,8 % | 819.831 $ | +72.994 $ | +9,8 % | 746.837 $ | +269.721 $ | +56,5 % |
| REDMONT WEALTH ADVISORS LLC | 1.135.445 $ | +27.776 $ | +2,5 % | |||||||||
| Kuhn & Co Investment Counsel | 1.134.240 $ | +199.189 $ | +21,3 % | 935.051 $ | +199.278 $ | +27,1 % | 735.773 $ | +67.744 $ | +10,1 % | |||
| EVERPAR ADVISORS LLC | 1.133.643 $ | +55.411 $ | +5,1 % | 1.078.232 $ | ||||||||
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 1.124.738 $ | +719.823 $ | +177,8 % | |||||||||
| CNB Bank | 1.123.455 $ | +103.999 $ | +10,2 % | 1.019.456 $ | -1.977 $ | -0,2 % | 1.021.433 $ | +64.920 $ | +6,8 % | |||
| Medallion Wealth Advisors, LLC | 1.112.416 $ | +300.424 $ | +37,0 % | 811.992 $ | +632.271 $ | +351,8 % | 179.721 $ | +6.585 $ | +3,8 % | |||
| Cassilly Financial Group LLC | 347.244 $ | -645.700 $ | -65,0 % | 992.944 $ | -115.418 $ | -10,4 % | 1.108.362 $ | +63.888 $ | +6,1 % | 1.044.474 $ | ||
| Opal Wealth Advisors, LLC | 918.724 $ | -26.333 $ | -2,8 % | 945.057 $ | +12.248 $ | +1,3 % | 932.809 $ | -175.102 $ | -15,8 % | 1.107.911 $ | -4.636 $ | -0,4 % |
| Boyce & Associates Wealth Consulting, Inc. | 897.001 $ | -208.151 $ | -18,8 % | 1.105.152 $ | +191.929 $ | +21,0 % | 913.223 $ | +86.907 $ | +10,5 % | 826.316 $ | +110.474 $ | +15,4 % |
| Gambit Capital Management, LLC | 1.103.086 $ | +228.866 $ | +26,2 % | 874.220 $ | -212.279 $ | -19,5 % | 1.086.499 $ | |||||
| CIBC Private Wealth Group LLC | 1.100.523 $ | +564.376 $ | +105,3 % | |||||||||
| Hershey Financial Advisers, LLC | 1.095.433 $ | |||||||||||
| SUTTON PLACE INVESTORS LLC | 877.866 $ | -216.008 $ | -19,7 % | 1.093.874 $ | +254.048 $ | +30,3 % | 839.826 $ | +417.407 $ | +98,8 % | |||
| Tenon Financial LLC | 1.091.706 $ | +21.452 $ | +2,0 % | 1.070.254 $ | +162.038 $ | +17,8 % | 908.216 $ | +71.648 $ | +8,6 % | 836.568 $ | +22.593 $ | +2,8 % |
| Legacy Advisory Services, LLC | 1.079.780 $ | |||||||||||
| HARBOUR INVESTMENT MANAGEMENT LLC | 1.075.556 $ | +90.053 $ | +9,1 % | 985.503 $ | -9.924 $ | -1,0 % | 995.427 $ | +27.498 $ | +2,8 % | |||
| United Community Bank | 1.073.644 $ | |||||||||||
| Sanchez Gaunt Capital Management, LLC | 872.844 $ | -186.868 $ | -17,6 % | 1.059.712 $ | ||||||||
| SECURED RETIREMENT ADVISORS, LLC | 1.053.843 $ | +187.568 $ | +21,7 % | 866.275 $ | ||||||||
| ZACKS INVESTMENT MANAGEMENT | 1.047.575 $ | +447.647 $ | +74,6 % | |||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.045.690 $ | |||||||||||
| FIRST FINANCIAL CORP /IN/ | 952.053 $ | -84.953 $ | -8,2 % | 1.037.006 $ | +90.057 $ | +9,5 % | 946.949 $ | -88.760 $ | -8,6 % | 1.035.709 $ | -54.841 $ | -5,0 % |
| Unified Investment Management | 1.023.746 $ | -11.839 $ | -1,1 % | 1.035.585 $ | +114.259 $ | +12,4 % | 921.326 $ | -83.237 $ | -8,3 % | 1.004.563 $ | -2.008 $ | -0,2 % |
| Exit Wealth Advisors, LLC. | 1.031.383 $ | +800.164 $ | +346,1 % | 231.219 $ | ||||||||
| J. Derek Lewis & Associates Inc. | 1.031.114 $ | +227.252 $ | +28,3 % | 803.862 $ | +67.630 $ | +9,2 % | 736.232 $ | |||||
| Eldridge Investment Advisors, Inc. | 1.030.500 $ | |||||||||||
| Heritage Investment Group, Inc. | 1.024.202 $ | |||||||||||
| Fortress Financial Solutions, LLC | 1.019.455 $ | +297.194 $ | +41,1 % | 722.261 $ | +223.319 $ | +44,8 % | 498.942 $ | +112.506 $ | +29,1 % | |||
| Pacific Sage Partners, LLC | 1.018.213 $ | +90.189 $ | +9,7 % | 928.024 $ | +86.224 $ | +10,2 % | 841.800 $ | +51.177 $ | +6,5 % | 790.623 $ | +163.358 $ | +26,0 % |
| Exchange Bank | 1.010.564 $ | +147.109 $ | +17,0 % | 863.455 $ | +123.593 $ | +16,7 % | 739.862 $ | -71.005 $ | -8,8 % | 810.867 $ | +42.627 $ | +5,5 % |
| Corus Family Wealth Advisors | 1.010.218 $ | +152.121 $ | +17,7 % | 858.097 $ | +181.329 $ | +26,8 % | 676.768 $ | +133.661 $ | +24,6 % | |||
| DIVERSIFIED MANAGEMENT INC | 1.006.004 $ | +719.868 $ | +251,6 % | 286.136 $ | ||||||||
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1.004.531 $ | +28.799 $ | +3,0 % | 975.732 $ | +35.280 $ | +3,8 % | 940.452 $ | +123.424 $ | +15,1 % | |||
| Mesirow Financial Investment Management, Inc. | 1.003.516 $ | +189.302 $ | +23,2 % | 814.214 $ | +276.165 $ | +51,3 % | 538.049 $ | -202.269 $ | -27,3 % | |||
| Ledyard National Bank | 1.002.840 $ | |||||||||||
| Centurion Wealth Management LLC | 416.628 $ | -584.835 $ | -58,4 % | 1.001.463 $ | +104.139 $ | +11,6 % | 897.324 $ | +309.403 $ | +52,6 % | 587.921 $ | ||
| Wavvest Wealth LLC | 998.925 $ | |||||||||||
| Tranquilli Financial Advisor LLC | 682.397 $ | -315.618 $ | -31,6 % | 998.015 $ | +63.586 $ | +6,8 % | 934.429 $ | +484.917 $ | +107,9 % | |||
| UMB Private Wealth Management, LLC | 980.079 $ | |||||||||||
| SVRN Asset Management, LLC | 932.463 $ | -38.740 $ | -4,0 % | 971.203 $ | +320.024 $ | +49,1 % | 651.179 $ | |||||
| RESOLUTE WEALTH ADVISOR, INC. | 970.909 $ | +0 $ | +0,0 % | 970.909 $ | ||||||||
| F&V Capital Management, LLC | 938.000 $ | -24.000 $ | -2,5 % | 962.000 $ | +158.000 $ | +19,7 % | 804.000 $ | -39.000 $ | -4,6 % | 843.000 $ | +21.000 $ | +2,6 % |
| Monetary Solutions, Ltd | 892.080 $ | -66.002 $ | -6,9 % | 958.082 $ | +67.042 $ | +7,5 % | 891.040 $ | +62.211 $ | +7,5 % | 828.829 $ | ||
| Astoria Portfolio Advisors LLC. | 951.048 $ | +447.940 $ | +89,0 % | 503.108 $ | -170.373 $ | -25,3 % | 673.481 $ | -542.798 $ | -44,6 % | |||
| Thrive Wealth Management, LLC | 949.184 $ | -785 $ | -0,1 % | 949.969 $ | +80.384 $ | +9,2 % | 869.585 $ | |||||
| Lido Advisors, LLC | 949.965 $ | +272.547 $ | +40,2 % | 677.418 $ | +50.506 $ | +8,1 % | 626.912 $ | +0 $ | +0,0 % | |||
| BRIGHTON JONES LLC | 948.614 $ | +91.881 $ | +10,7 % | 856.733 $ | +301.771 $ | +54,4 % | ||||||
| Cushing Capital Partners, LLC | 946.741 $ | +589.304 $ | +164,9 % | 357.437 $ | +40.940 $ | +12,9 % | 316.497 $ | +69.909 $ | +28,4 % | 246.588 $ | +5.924 $ | +2,5 % |
| SUMMIT WEALTH GROUP LLC / CO | 945.362 $ | |||||||||||
| Asempa Wealth Advisors | 577.612 $ | -272.807 $ | -32,1 % | 850.419 $ | +238.609 $ | +39,0 % | 611.810 $ | -326.840 $ | -34,8 % | 938.650 $ | ||
| Opes Wealth Management LLC | 930.455 $ | +24.557 $ | +2,7 % | 905.898 $ | +30.198 $ | +3,4 % | ||||||
| Bank of Marin | 484.623 $ | -441.635 $ | -47,7 % | 926.258 $ | +71.135 $ | +8,3 % | 855.123 $ | +31.338 $ | +3,8 % | |||
| Cornell Pochily Investment Advisors, Inc. | 873.322 $ | -44.526 $ | -4,9 % | 917.848 $ | +86.607 $ | +10,4 % | 831.241 $ | +39.722 $ | +5,0 % | 791.519 $ | -2.449 $ | -0,3 % |
| CEERA INVESTMENTS, LLC | 915.738 $ | |||||||||||
| Pinnacle Bancorp, Inc. | 911.001 $ | -3.767 $ | -0,4 % | 914.768 $ | +102.345 $ | +12,6 % | 812.423 $ | +5.612 $ | +0,7 % | 806.811 $ | +5.297 $ | +0,7 % |
| Wealthspire Retirement, LLC | 913.183 $ | +212.874 $ | +30,4 % | 700.309 $ | +127.329 $ | +22,2 % | 572.980 $ | +120.456 $ | +26,6 % | |||
| PACIFIC FINANCIAL GROUP INC | 912.120 $ | +113.169 $ | +14,2 % | 798.951 $ | ||||||||
| Sherman Wealth Management LLC | 902.543 $ | +359.729 $ | +66,3 % | 542.814 $ | +230.682 $ | +73,9 % | 312.132 $ | |||||
| MARSHALL WACE, LLP | 781.137 $ | -119.663 $ | -13,3 % | 900.800 $ | ||||||||
| KICKSTAND VENTURES, LLC. | 893.980 $ | +66.423 $ | +8,0 % | 827.557 $ | +193.605 $ | +30,5 % | 633.952 $ | +409.899 $ | +182,9 % | |||
| Pitti Group Wealth Management, LLC | 887.301 $ | +193.052 $ | +27,8 % | 694.249 $ | +101.184 $ | +17,1 % | 593.065 $ | +17.732 $ | +3,1 % | |||
| CERTIOR FINANCIAL GROUP, LLC | 824.508 $ | -60.789 $ | -6,9 % | 885.297 $ | +117.420 $ | +15,3 % | 767.877 $ | |||||
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 880.753 $ | +281.037 $ | +46,9 % | 599.716 $ | +2.111 $ | +0,4 % | 597.605 $ | |||||
| SIMPLEX TRADING, LLC | 880.587 $ | +317.120 $ | +56,3 % | 563.467 $ | +529.029 $ | +1.536,2 % | 34.438 $ | -228.562 $ | -86,9 % | |||
| Clearview Wealth Advisors LLC | 877.489 $ | |||||||||||
| High Net Worth Advisory Group LLC | 874.065 $ | +103.437 $ | +13,4 % | 770.628 $ | +316.938 $ | +69,9 % | 453.690 $ | +21.028 $ | +4,9 % | |||
| Strategic Family Wealth Counselors, L.L.C. | 865.086 $ | +203.923 $ | +30,8 % | 661.163 $ | +69.531 $ | +11,8 % | 591.632 $ | +157.084 $ | +36,1 % | |||
| Total Wealth Planning, LLC | 860.634 $ | -25.434.900 $ | -96,7 % | |||||||||
| BCM ADVISORS, LLC | 848.396 $ | |||||||||||
| TBH Global Asset Management, LLC | 518.133 $ | -329.414 $ | -38,9 % | 847.547 $ | ||||||||
| SOUTH PLAINS FINANCIAL, INC. | 847.469 $ | +176.320 $ | +26,3 % | 671.149 $ | +33.271 $ | +5,2 % | 637.878 $ | -39.011 $ | -5,8 % | |||
| Capital Group Private Client Services, Inc. | 842.628 $ | +124.275 $ | +17,3 % | 718.353 $ | ||||||||
| GDS Wealth Management | 837.569 $ | +145.583 $ | +21,0 % | 691.986 $ | ||||||||
| DRIVE WEALTH MANAGEMENT, LLC | 836.820 $ | +55.873 $ | +7,2 % | 780.947 $ | +116.270 $ | +17,5 % | 664.677 $ | +443.521 $ | +200,5 % | |||
| Strategies Wealth Advisors, LLC | 828.138 $ | +118.518 $ | +16,7 % | 709.620 $ | -79.610 $ | -10,1 % | 789.230 $ | +39.866 $ | +5,3 % | |||
| Keystone Financial Services, LLC | 826.274 $ | |||||||||||
| SELDON CAPITAL LP | 824.400 $ | +25.520 $ | +3,2 % | 798.880 $ | +47.120 $ | +6,3 % | 751.760 $ | +39.520 $ | +5,5 % | |||
| GatePass Capital, LLC | 815.437 $ | +254.278 $ | +45,3 % | 561.159 $ | +217.342 $ | +63,2 % | 343.817 $ | |||||
| OakTrust Wealth Advisors, LLC | 813.197 $ | +93.737 $ | +13,0 % | 719.460 $ | +55.688 $ | +8,4 % | 663.772 $ | |||||
| Owen LaRue, LLC | 775.164 $ | +106.945 $ | +16,0 % | 668.219 $ | -144.350 $ | -17,8 % | 812.569 $ | +40.804 $ | +5,3 % | |||
| Roehl & Yi Investment Advisors, LLC | 812.269 $ | |||||||||||
| VISTA CAPITAL PARTNERS, INC. | 790.693 $ | +74.775 $ | +10,4 % | 715.918 $ | -94.749 $ | -11,7 % | 810.667 $ | +25.529 $ | +3,3 % | |||
| TRB Wealth Management, LLC | 809.956 $ | +363.010 $ | +81,2 % | 446.946 $ | ||||||||
| E6 Portfolios, LLC | 809.049 $ | |||||||||||
| LIBERTY WEALTH MANAGEMENT LLC | 808.471 $ | +0 $ | +0,0 % | 808.471 $ | +56.711 $ | +7,5 % | 751.760 $ | +34.981 $ | +4,9 % | |||
| Colonial Trust Co / SC | 807.804 $ | +38.527 $ | +5,0 % | 769.277 $ | +273.654 $ | +55,2 % | 495.623 $ | +82.076 $ | +19,8 % | |||
| Glassman Wealth Services | 203.316 $ | -306.859 $ | -60,1 % | 510.175 $ | -292.843 $ | -36,5 % | 803.018 $ | +395.621 $ | +97,1 % | |||
| Landing Point Financial Group, LLC | 801.884 $ | +77.951 $ | +10,8 % | 723.933 $ | +248.171 $ | +52,2 % | 475.762 $ | -49.138 $ | -9,4 % | |||
| PlanVest Financial, Inc | 798.726 $ | +326.234 $ | +69,0 % | 472.492 $ | ||||||||
| Tanglewood Legacy Advisors, LLC | 798.266 $ | +50.476 $ | +6,8 % | 747.790 $ | +25.427 $ | +3,5 % | 722.363 $ | +33.922 $ | +4,9 % | |||
| Powers Advisory Group, LLC | 795.619 $ | -2.171 $ | -0,3 % | 797.790 $ | +270.779 $ | +51,4 % | 527.011 $ | +215.417 $ | +69,1 % | 311.594 $ | +2.833 $ | +0,9 % |
| Simmons Bank | 796.718 $ | |||||||||||
| Dentgroup LLC | 796.010 $ | +21.303 $ | +2,7 % | |||||||||
| Legacies Wealth LLC | 452.183 $ | +13.997 $ | +3,2 % | 438.186 $ | -357.740 $ | -44,9 % | 795.926 $ | |||||
| Aegis Wealth Management LLC | 795.470 $ | +91.113 $ | +12,9 % | 704.357 $ | +94.924 $ | +15,6 % | 609.433 $ | +14.641 $ | +2,5 % | |||
| FRANKLIN TEMPLETON INC | 792.883 $ | |||||||||||
| Barnes Wealth Management Group, Inc | 792.486 $ | +48.530 $ | +6,5 % | 743.956 $ | +257.566 $ | +53,0 % | 486.390 $ | +52.137 $ | +12,0 % | |||
| Abacus Wealth Partners, LLC | 788.539 $ | |||||||||||
| Rinkey Investments | 783.658 $ | +172.412 $ | +28,2 % | 611.246 $ | +361.395 $ | +144,6 % | 249.851 $ | |||||
| Baltimore-Washington Financial Advisors, Inc. | 782.744 $ | +92.306 $ | +13,4 % | 690.438 $ | +53.063 $ | +8,3 % | 637.375 $ | |||||
| HENGEHOLD CAPITAL MANAGEMENT LLC | 775.138 $ | +38.404 $ | +5,2 % | 736.734 $ | ||||||||
| Altus Wealth Group LLC | 774.586 $ | +261.720 $ | +51,0 % | 512.866 $ | +23.580 $ | +4,8 % | 489.286 $ | +30.544 $ | +6,7 % | |||
| Darden Wealth Group Inc | 773.512 $ | +44.410 $ | +6,1 % | 729.102 $ | +412.964 $ | +130,6 % | 316.138 $ | -2.358 $ | -0,7 % | |||
| Investmark Advisory Group LLC | 772.084 $ | +189.977 $ | +32,6 % | 582.107 $ | +65.093 $ | +12,6 % | 517.014 $ | +21.942 $ | +4,4 % | |||
| Foundation Wealth Management, LLC\PA | 693.783 $ | -76.360 $ | -9,9 % | 770.143 $ | +88.212 $ | +12,9 % | 681.931 $ | +52.408 $ | +8,3 % | 629.523 $ | +15.124 $ | +2,5 % |
| Elevated Capital Advisors, LLC | 183.067 $ | -416.060 $ | -69,4 % | 599.127 $ | -170.385 $ | -22,1 % | 769.512 $ | -6.086 $ | -0,8 % | |||
| CITIGROUP INC | 346.792 $ | +116.438 $ | +50,5 % | 230.354 $ | -535.620 $ | -69,9 % | 765.974 $ | +732.928 $ | +2.217,9 % | |||
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 756.994 $ | |||||||||||
| Split Rock Private Trading & Wealth Management, LLC | 754.008 $ | +190.157 $ | +33,7 % | 563.851 $ | +127.274 $ | +29,2 % | 436.577 $ | |||||
| Arista Wealth Management, LLC | 744.363 $ | +102.725 $ | +16,0 % | 641.638 $ | +180.855 $ | +39,2 % | 460.783 $ | +10.771 $ | +2,4 % | |||
| TSFG, LLC | 690.000 $ | -52.000 $ | -7,0 % | 742.000 $ | +122.000 $ | +19,7 % | 620.000 $ | +595.000 $ | +2.380,0 % | 25.000 $ | +1.000 $ | +4,2 % |
| AdvisorNet Financial, Inc | 741.594 $ | +599.075 $ | +420,3 % | 142.519 $ | -8.479 $ | -5,6 % | 150.998 $ | +96.360 $ | +176,4 % | 54.638 $ | -40.250 $ | -42,4 % |
| Mosley Wealth Management | 738.859 $ | +712.926 $ | +2.749,1 % | 25.933 $ | ||||||||
| Triune Financial Partners, LLC | 738.102 $ | +74.774 $ | +11,3 % | 663.328 $ | +8.925 $ | +1,4 % | 654.403 $ | +59.406 $ | +10,0 % | |||
| Catalina Capital Group, LLC | 734.694 $ | +134.473 $ | +22,4 % | 600.221 $ | ||||||||
| Peck Wealth Management, LLC | 670.804 $ | -60.642 $ | -8,3 % | 731.446 $ | ||||||||
| Kathmere Capital Management, LLC | 587.585 $ | +49.562 $ | +9,2 % | 538.023 $ | -191.616 $ | -26,3 % | 729.639 $ | +33.362 $ | +4,8 % | 696.277 $ | +250.202 $ | +56,1 % |
| Empirical Finance, LLC | 727.808 $ | +43.303 $ | +6,3 % | 684.505 $ | +44.307 $ | +6,9 % | 640.198 $ | +226.119 $ | +54,6 % | |||
| Disciplined Investments, LLC | 726.279 $ | +120.258 $ | +19,8 % | 606.021 $ | +37.622 $ | +6,6 % | 568.399 $ | -428 $ | -0,1 % | |||
| Alliance Wealth Advisors, LLC /UT | 701.026 $ | -15.924 $ | -2,2 % | 716.950 $ | ||||||||
| Navis Wealth Advisors, LLC | 715.533 $ | +81.957 $ | +12,9 % | 633.576 $ | +48.693 $ | +8,3 % | 584.883 $ | +35.975 $ | +6,6 % | |||
| Avion Wealth | 712.000 $ | +422.000 $ | +145,5 % | 290.000 $ | +12.000 $ | +4,3 % | 278.000 $ | +7.000 $ | +2,6 % | |||
| Capital Squared Financial LLC | 599.584 $ | -5.122 $ | -0,8 % | 604.706 $ | -105.370 $ | -14,8 % | 710.076 $ | +1.253 $ | +0,2 % | |||
| Clearview Wealth Management LLC | 708.689 $ | +47.796 $ | +7,2 % | 660.893 $ | +5.525 $ | +0,8 % | 655.368 $ | |||||
| Acorn Wealth Advisors, LLC | 702.750 $ | +129.336 $ | +22,6 % | 573.414 $ | +55.765 $ | +10,8 % | 517.649 $ | +36.520 $ | +7,6 % | 481.129 $ | -8.919 $ | -1,8 % |
| Envision Financial LLC | 700.261 $ | +348.555 $ | +99,1 % | 351.706 $ | +50.337 $ | +16,7 % | 301.369 $ | +23.327 $ | +8,4 % | 278.042 $ | +6.895 $ | +2,5 % |
| Cardinal Point Capital Management ULC | 660.690 $ | -39.214 $ | -5,6 % | 699.904 $ | +33.770 $ | +5,1 % | 666.134 $ | +81.483 $ | +13,9 % | 584.651 $ | +25.454 $ | +4,6 % |
| Baldwin Investment Management, LLC | 696.626 $ | +337.843 $ | +94,2 % | 358.783 $ | +78.314 $ | +27,9 % | 280.469 $ | +19.179 $ | +7,3 % | |||
| DOVER ADVISORS, LLC | 571.180 $ | -123.258 $ | -17,7 % | 694.438 $ | +123.258 $ | +21,6 % | 571.180 $ | +39.101 $ | +7,3 % | |||
| ANGELES WEALTH MANAGEMENT, LLC | 683.506 $ | +583.225 $ | +581,6 % | 100.281 $ | +5.704 $ | +6,0 % | 94.577 $ | -112.358 $ | -54,3 % | |||
| Ignite Planners, LLC | 676.424 $ | +228.131 $ | +50,9 % | 448.293 $ | +164.007 $ | +57,7 % | 284.286 $ | |||||
| Benson Investment Management Company, Inc. | 671.289 $ | +22.537 $ | +3,5 % | 648.752 $ | ||||||||
| Arlington Trust Co LLC | 486.793 $ | -184.144 $ | -27,4 % | 670.937 $ | +446.563 $ | +199,0 % | 224.374 $ | |||||
| Whitaker-Myers Wealth Managers, LTD. | 627.674 $ | -26.692 $ | -4,1 % | 654.366 $ | -15.644 $ | -2,3 % | 670.010 $ | +16.194 $ | +2,5 % | 653.816 $ | -213.886 $ | -24,6 % |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 658.300 $ | -3.986 $ | -0,6 % | 662.286 $ | +307.732 $ | +86,8 % | 354.554 $ | +22.243 $ | +6,7 % | 332.311 $ | +16.573 $ | +5,2 % |
| Portfolio Resources Advisor Group, Inc. | 658.212 $ | +10.165 $ | +1,6 % | 648.047 $ | ||||||||
| WealthSpring Partners, LLC | 656.908 $ | |||||||||||
| NWF Advisory Services Inc. | 629.209 $ | -24.376 $ | -3,7 % | 653.585 $ | +68.916 $ | +11,8 % | 584.669 $ | +21.285 $ | +3,8 % | 563.384 $ | -144.795 $ | -20,4 % |
| Integrity Advisory Solutions, LLC | 651.629 $ | +435.128 $ | +201,0 % | 216.501 $ | +9.627 $ | +4,7 % | 206.874 $ | |||||
| ALKEME WEALTH, LLC | 648.295 $ | -3.035 $ | -0,5 % | 651.330 $ | +63.201 $ | +10,7 % | 588.129 $ | +20.738 $ | +3,7 % | 567.391 $ | ||
| M&T BANK CORP | 414.425 $ | -236.840 $ | -36,4 % | 651.265 $ | +56.165 $ | +9,4 % | 595.100 $ | +24.128 $ | +4,2 % | |||
| MASTER'S WEALTH MANAGEMENT INC. | 650.656 $ | +94.404 $ | +17,0 % | 556.252 $ | +63.741 $ | +12,9 % | 492.511 $ | |||||
| Synergy Asset Management, LLC | 644.580 $ | +420.989 $ | +188,3 % | 223.591 $ | -142.611 $ | -38,9 % | 366.202 $ | -36.542 $ | -9,1 % | |||
| Fort Point Capital Partners LLC | 638.091 $ | +108.236 $ | +20,4 % | 529.855 $ | -6.518 $ | -1,2 % | 536.373 $ | +50.372 $ | +10,4 % | |||
| Greenline Wealth Management LLC | 637.500 $ | +283.782 $ | +80,2 % | 353.718 $ | +314.934 $ | +812,0 % | 38.784 $ | |||||
| Millington Financial Advisors, LLC | 635.674 $ | +13.216 $ | +2,1 % | 622.458 $ | +28.314 $ | +4,8 % | 594.144 $ | |||||
| Cerity Partners Retirement Plan Advisors LLC | 635.647 $ | |||||||||||
| Badgley Phelps Wealth Managers, LLC | 602.969 $ | -29.818 $ | -4,7 % | 632.787 $ | +72.885 $ | +13,0 % | 559.902 $ | +39.432 $ | +7,6 % | 520.470 $ | +208.841 $ | +67,0 % |
| Autumn Glory Partners, LLC | 629.539 $ | +72.107 $ | +12,9 % | 557.432 $ | +42.841 $ | +8,3 % | 514.591 $ | +12.363 $ | +2,5 % | |||
| MPWM ADVISORY SOLUTIONS, LLC | 196.746 $ | -395.887 $ | -66,8 % | 592.633 $ | -34.986 $ | -5,6 % | 627.619 $ | -112.991 $ | -15,3 % | |||
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 627.542 $ | |||||||||||
| MARINO, STRAM & ASSOCIATES LLC | 621.943 $ | +114.794 $ | +22,6 % | 507.149 $ | +178.501 $ | +54,3 % | 328.648 $ | +49.937 $ | +17,9 % | 278.711 $ | ||
| COOPER/HAIMS ADVISORS, LLC | 611.797 $ | +37.502 $ | +6,5 % | 574.295 $ | +17.691 $ | +3,2 % | 556.604 $ | +29.236 $ | +5,5 % | |||
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 575.189 $ | -34.139 $ | -5,6 % | 609.328 $ | +10.691 $ | +1,8 % | 598.637 $ | +46.007 $ | +8,3 % | 552.630 $ | ||
| Regatta Research & Money Management | 608.327 $ | |||||||||||
| JIM SAULNIER & ASSOCIATES, LLC | 607.424 $ | +353.851 $ | +139,5 % | 253.573 $ | +20.101 $ | +8,6 % | 233.472 $ | +6.437 $ | +2,8 % | |||
| PERRYMAN FINANCIAL ADVISORY INC /AD | 561.347 $ | -17.278 $ | -3,0 % | 578.625 $ | +18.753 $ | +3,3 % | 559.872 $ | -47.251 $ | -7,8 % | 607.123 $ | ||
| Beverly Hills Private Wealth, LLC | 336.981 $ | -266.371 $ | -44,1 % | 603.352 $ | +318.116 $ | +111,5 % | 285.236 $ | -6.747 $ | -2,3 % | |||
| ANCHOR CAPITAL ADVISORS LLC | 601.518 $ | |||||||||||
| Ballew Advisors, Inc | 599.170 $ | |||||||||||
| Belvedere Trading LLC | 596.604 $ | +229.476 $ | +62,5 % | 367.128 $ | -100.663 $ | -21,5 % | ||||||
| Cordgrass Capital Advisors, LLC | 595.012 $ | |||||||||||
| Copley Financial Group, Inc. | 509.018 $ | -74.814 $ | -12,8 % | 583.832 $ | -5.154 $ | -0,9 % | 588.986 $ | +7.828 $ | +1,3 % | |||
| Resurgent Financial Advisors LLC | 587.789 $ | +170.465 $ | +40,8 % | 417.324 $ | +86.446 $ | +26,1 % | 330.878 $ | |||||
| Strategic Wealth Partners, Ltd. | 574.517 $ | +12.419 $ | +2,2 % | 562.098 $ | -24.154 $ | -4,1 % | 586.252 $ | -2.216.893 $ | -79,1 % | |||
| Colonial River Investments, LLC | 585.957 $ | +148.183 $ | +33,8 % | 437.774 $ | -20.498 $ | -4,5 % | 458.272 $ | +32.293 $ | +7,6 % | 425.979 $ | +13.851 $ | +3,4 % |
| VestGen Advisors, LLC | 295.959 $ | +46.027 $ | +18,4 % | 249.932 $ | -333.182 $ | -57,1 % | 583.114 $ | +288.303 $ | +97,8 % | |||
| CONSCIOUS WEALTH INVESTMENTS, LLC | 578.385 $ | +109.043 $ | +23,2 % | |||||||||
| Macco Financial Group, Inc. | 573.147 $ | +274.215 $ | +91,7 % | 298.932 $ | ||||||||
| Whelan Financial | 288.196 $ | -281.719 $ | -49,4 % | 569.915 $ | +43.800 $ | +8,3 % | 526.115 $ | +12.640 $ | +2,5 % | |||
| Hills Bank & Trust Co | 569.453 $ | |||||||||||
| Valeo Financial Advisors, LLC | 541.656 $ | -26.377 $ | -4,6 % | 568.033 $ | +269.793 $ | +90,5 % | 298.240 $ | -227.362 $ | -43,3 % | 525.602 $ | +157.333 $ | +42,7 % |
| Global Wealth Management, LLC | 563.122 $ | -4.879 $ | -0,9 % | 568.001 $ | ||||||||
| QTR Family Wealth, LLC | 567.548 $ | |||||||||||
| Latitude Advisors, LLC | 565.681 $ | +180.648 $ | +46,9 % | 385.033 $ | ||||||||
| KKM Financial LLC | 562.894 $ | +14.155 $ | +2,6 % | 548.739 $ | +0 $ | +0,0 % | 548.739 $ | -5.177 $ | -0,9 % | |||
| Range Advisory, LLC | 561.125 $ | +282.472 $ | +101,4 % | 278.653 $ | +26.366 $ | +10,5 % | 252.287 $ | |||||
| Impact Partnership Wealth, LLC | 560.428 $ | +279.137 $ | +99,2 % | 281.291 $ | +39.399 $ | +16,3 % | 241.892 $ | +9.907 $ | +4,3 % | |||
| Boomfish Wealth Group, LLC | 559.318 $ | +308.829 $ | +123,3 % | 250.489 $ | ||||||||
| National Wealth Management Group, LLC | 558.117 $ | +104.690 $ | +23,1 % | 453.427 $ | -87.528 $ | -16,2 % | 540.955 $ | -8.797 $ | -1,6 % | |||
| PACES FERRY WEALTH ADVISORS, LLC | 557.383 $ | +43.983 $ | +8,6 % | 513.400 $ | +28.101 $ | +5,8 % | 485.299 $ | |||||
| Comprehensive Money Management Services LLC | 556.944 $ | +40.516 $ | +7,8 % | 516.428 $ | +20.793 $ | +4,2 % | 495.635 $ | +19.751 $ | +4,2 % | |||
| Anchor Investment Management, LLC | 548.843 $ | +99.520 $ | +22,1 % | 449.323 $ | +32.514 $ | +7,8 % | 416.809 $ | +113.740 $ | +37,5 % | |||
| GENTRY PRIVATE WEALTH, LLC | 548.719 $ | +63.930 $ | +13,2 % | 484.789 $ | -20.218 $ | -4,0 % | 505.007 $ | -21.841 $ | -4,1 % | |||
| Cannon Wealth Management Services, LLC | 545.059 $ | +212.871 $ | +64,1 % | 332.188 $ | -174.999 $ | -34,5 % | 507.187 $ | +7.024 $ | +1,4 % | |||
| BancFirst Trust & Investment Management | 541.190 $ | +300.407 $ | +124,8 % | 240.783 $ | ||||||||
| Elevation Wealth Management LLC | 538.800 $ | +61.444 $ | +12,9 % | 477.356 $ | ||||||||
| Synergy Investment Management, LLC | 459.529 $ | -78.196 $ | -14,5 % | 537.725 $ | +236.019 $ | +78,2 % | 301.706 $ | -21.769 $ | -6,7 % | |||
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 530.502 $ | |||||||||||
| Dorsey & Whitney Trust CO LLC | 528.925 $ | +44.494 $ | +9,2 % | 484.431 $ | +228.269 $ | +89,1 % | 256.162 $ | +38.395 $ | +17,6 % | |||
| Vantus Wealth LLC | 527.897 $ | +204.413 $ | +63,2 % | 323.484 $ | ||||||||
| Bestgate Wealth Advisors, LLC | 527.374 $ | +304.054 $ | +136,2 % | 223.320 $ | ||||||||
| Realta Investment Advisors | 525.614 $ | +100.252 $ | +23,6 % | 425.362 $ | +101.002 $ | +31,1 % | 324.360 $ | +51.807 $ | +19,0 % | 272.553 $ | ||
| PINNACLE ASSOCIATES LTD | 521.917 $ | |||||||||||
| FIRST NATIONAL BANK OF OMAHA | 315.642 $ | -204.896 $ | -39,4 % | 520.538 $ | ||||||||
| Donor Advised Charitable Giving, Inc. | 520.406 $ | |||||||||||
| SBI Securities Co., Ltd. | 518.452 $ | +477.727 $ | +1.173,1 % | 40.725 $ | +23.351 $ | +134,4 % | 17.374 $ | +14.611 $ | +528,8 % | 2.763 $ | -44.790 $ | -94,2 % |
| CHAPIN DAVIS, INC. | 476.033 $ | -34.721 $ | -6,8 % | 510.754 $ | +278.215 $ | +119,6 % | 232.539 $ | +17.871 $ | +8,3 % | 214.668 $ | +5.157 $ | +2,5 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 508.519 $ | +58.932 $ | +13,1 % | 449.587 $ | +34.902 $ | +8,4 % | 414.685 $ | +10.682 $ | +2,6 % | |||
| HOHIMER WEALTH MANAGEMENT, LLC | 508.272 $ | +58.217 $ | +12,9 % | 450.055 $ | ||||||||
| Accelerate Investment Advisors LLC | 450.669 $ | -56.836 $ | -11,2 % | 507.505 $ | +15.171 $ | +3,1 % | 492.334 $ | +18.619 $ | +3,9 % | |||
| MAYPORT, LLC | 500.534 $ | -6.842 $ | -1,3 % | 507.376 $ | ||||||||
| JDM Financial Group LLC | 293.272 $ | -211.621 $ | -41,9 % | 504.893 $ | +31.141 $ | +6,6 % | 473.752 $ | +418.161 $ | +752,2 % | |||
| Pinnacle Wealth Management Advisory Group, LLC | 504.616 $ | |||||||||||
| Palatine Hill Wealth Management, LLC | 483.238 $ | -21.066 $ | -4,2 % | 504.304 $ | +33.049 $ | +7,0 % | 471.255 $ | |||||
| Frederick Financial Consultants, LLC | 206.290 $ | -231.641 $ | -52,9 % | 437.931 $ | -64.685 $ | -12,9 % | 502.616 $ | -62.920 $ | -11,1 % | |||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 478.587 $ | -22.897 $ | -4,6 % | 501.484 $ | +216.644 $ | +76,1 % | 284.840 $ | -12.394 $ | -4,2 % | 297.234 $ | -2.334 $ | -0,8 % |
| Entelevest, LLC | 447.426 $ | +46.363 $ | +11,6 % | 401.063 $ | -100.229 $ | -20,0 % | 501.292 $ | |||||
| GEN Financial Management, INC. | 472.729 $ | -28.058 $ | -5,6 % | 500.787 $ | +38.138 $ | +8,2 % | 462.649 $ | +35.556 $ | +8,3 % | 427.093 $ | -112.261 $ | -20,8 % |
| CHILDRESS CAPITAL ADVISORS, LLC | 499.702 $ | |||||||||||
| Palisade Asset Management, LLC | 498.762 $ | +15.439 $ | +3,2 % | 483.323 $ | +28.508 $ | +6,3 % | 454.815 $ | +17.937 $ | +4,1 % | |||
| RMR Wealth Builders | 497.040 $ | +5.067 $ | +1,0 % | 491.973 $ | +24.217 $ | +5,2 % | 467.756 $ | +13.908 $ | +3,1 % | 453.848 $ | +18.991 $ | +4,4 % |
| V2 Financial group LLC | 494.412 $ | +40.181 $ | +8,8 % | 454.231 $ | +55.386 $ | +13,9 % | 398.845 $ | +33.072 $ | +9,0 % | |||
| Smithfield Trust Co | 494.000 $ | +58.000 $ | +13,3 % | 436.000 $ | +26.000 $ | +6,3 % | 410.000 $ | +19.000 $ | +4,9 % | |||
| J.M. Arbour, LLC | 492.677 $ | +35.110 $ | +7,7 % | 457.567 $ | ||||||||
| Carnegie Investment Counsel | 491.451 $ | |||||||||||
| New Dimensions Wealth Management, LLC | 487.474 $ | +16.829 $ | +3,6 % | 470.645 $ | +13.990 $ | +3,1 % | 456.655 $ | +30.911 $ | +7,3 % | |||
| L & S Advisors Inc | 486.229 $ | +23.766 $ | +5,1 % | 462.463 $ | +18.511 $ | +4,2 % | 443.952 $ | +18.444 $ | +4,3 % | |||
| Innova Wealth Partners | 485.910 $ | |||||||||||
| Third View Private Wealth, LLC | 464.708 $ | +31.828 $ | +7,4 % | 432.880 $ | -51.134 $ | -10,6 % | 484.014 $ | |||||
| Cadia Private Client LLC | 483.594 $ | +20.282 $ | +4,4 % | 463.312 $ | +138.673 $ | +42,7 % | 324.639 $ | |||||
| MOSAIC FINANCIAL GROUP, LLC | 481.000 $ | |||||||||||
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | 314.468 $ | +71.888 $ | +29,6 % | 242.580 $ | +2.916 $ | +1,2 % | 239.664 $ | -240.617 $ | -50,1 % | 480.281 $ | -4.665 $ | -1,0 % |
| Parkway Wealth Management Group, LLC | 328.548 $ | -149.807 $ | -31,3 % | 478.355 $ | +129.146 $ | +37,0 % | 349.209 $ | |||||
| KFA Private Wealth Group, LLC | 458.750 $ | -18.559 $ | -3,9 % | 477.309 $ | +23.330 $ | +5,1 % | 453.979 $ | +7.969 $ | +1,8 % | 446.010 $ | +11.113 $ | +2,6 % |
| Itau Unibanco Holding S.A. | 470.713 $ | |||||||||||
| Colter Lewis Investment Partners LLC | 463.725 $ | |||||||||||
| Stonebridge Financial Group, LLC | 405.449 $ | -56.524 $ | -12,2 % | 461.973 $ | +24.686 $ | +5,6 % | 437.287 $ | +182.910 $ | +71,9 % | 254.377 $ | ||
| BURKETT FINANCIAL SERVICES, LLC | 461.790 $ | |||||||||||
| Fiduciary Wealth Partners, LLC | 460.063 $ | +53.466 $ | +13,1 % | 406.597 $ | +24.413 $ | +6,4 % | 382.184 $ | +17.705 $ | +4,9 % | |||
| Horizon Investment Services, LLC | 457.459 $ | +81.634 $ | +21,7 % | 375.825 $ | ||||||||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 431.872 $ | -25.538 $ | -5,6 % | 457.410 $ | +48.726 $ | +11,9 % | 408.684 $ | +30.959 $ | +8,2 % | 377.725 $ | ||
| MANCHESTER FINANCIAL INC | 453.742 $ | |||||||||||
| Abound Wealth Management | 142.716 $ | -310.504 $ | -68,5 % | 453.220 $ | +434.776 $ | +2.357,3 % | 18.444 $ | +4.448 $ | +31,8 % | |||
| Jaffetilchin Investment Partners, LLC | 451.925 $ | +64.677 $ | +16,7 % | 387.248 $ | -43.444 $ | -10,1 % | 430.692 $ | +21.755 $ | +5,3 % | |||
| CHOREO, LLC | 450.994 $ | |||||||||||
| TWIN PEAKS WEALTH ADVISORS, LLC | 189.676 $ | -261.037 $ | -57,9 % | 450.713 $ | +183.922 $ | +68,9 % | ||||||
| Altiora Financial Group, LLC | 446.017 $ | +51.834 $ | +13,1 % | 394.183 $ | +23.667 $ | +6,4 % | 370.516 $ | +17.164 $ | +4,9 % | |||
| Accel Wealth Management | 441.586 $ | +14.678 $ | +3,4 % | 426.908 $ | +17.025 $ | +4,2 % | 409.883 $ | +192.311 $ | +88,4 % | 217.572 $ | +2.727 $ | +1,3 % |
| May Hill Capital, LLC | 439.367 $ | +52.281 $ | +13,5 % | 387.086 $ | ||||||||
| Access Investment Management LLC | 438.859 $ | |||||||||||
| Summit Financial Wealth Advisors, LLC | 437.301 $ | +25.307 $ | +6,1 % | 411.994 $ | +12.754 $ | +3,2 % | 399.240 $ | +23.548 $ | +6,3 % | 375.692 $ | ||
| S Harris Financial Group, LLC | 435.859 $ | |||||||||||
| Hexagon Capital Partners LLC | 432.391 $ | +224.872 $ | +108,4 % | 207.519 $ | ||||||||
| MARIPAU WEALTH MANAGEMENT LLC | 303.306 $ | -123.143 $ | -28,9 % | 426.449 $ | +65.232 $ | +18,1 % | 361.217 $ | |||||
| CWC Advisors, LLC. | 412.902 $ | -12.530 $ | -2,9 % | 425.432 $ | +50.718 $ | +13,5 % | 374.714 $ | +85.601 $ | +29,6 % | 289.113 $ | +62.782 $ | +27,7 % |
| Garde Capital, Inc. | 420.941 $ | +46.337 $ | +12,4 % | 374.604 $ | ||||||||
| Destination Wealth Management | 420.238 $ | +13.009 $ | +3,2 % | 407.229 $ | +87.637 $ | +27,4 % | 319.592 $ | +2.700 $ | +0,9 % | |||
| COFG Advisors, LLC | 420.118 $ | |||||||||||
| CORA CAPITAL ADVISORS LLC | 412.082 $ | +47.200 $ | +12,9 % | 364.882 $ | +28.042 $ | +8,3 % | 336.840 $ | -21.866 $ | -6,1 % | |||
| Alpha Financial Partners LLC | 410.845 $ | +67.743 $ | +19,7 % | 343.102 $ | ||||||||
| James J. Burns & Company, LLC | 390.416 $ | -18.762 $ | -4,6 % | 409.178 $ | +48.684 $ | +13,5 % | 360.494 $ | +22.615 $ | +6,7 % | 337.879 $ | +50.813 $ | +17,7 % |
| Solidarity Wealth, LLC | 409.081 $ | +32.433 $ | +8,6 % | 376.648 $ | ||||||||
| Lifeworks Advisors, LLC | 378.162 $ | -25.191 $ | -6,2 % | 403.353 $ | -2.659 $ | -0,7 % | 406.012 $ | +1.208 $ | +0,3 % | |||
| Davis Wealth Advisors, LLC | 404.389 $ | |||||||||||
| Foster Victor Wealth Advisors, LLC | 403.561 $ | |||||||||||
| Salomon & Ludwin, LLC | 401.867 $ | +13.628 $ | +3,5 % | 388.239 $ | -416 $ | -0,1 % | 388.655 $ | +3.531 $ | +0,9 % | |||
| Murphy Pohlad Asset Management LLC | 400.422 $ | +107.182 $ | +36,6 % | 293.240 $ | ||||||||
| MBE Wealth Management, LLC | 398.130 $ | +66.145 $ | +19,9 % | 331.985 $ | -22.963 $ | -6,5 % | 354.948 $ | +53.077 $ | +17,6 % | |||
| HUNTINGTON NATIONAL BANK | 394.093 $ | +107.858 $ | +37,7 % | 286.235 $ | +7.241 $ | +2,6 % | 278.994 $ | +81.117 $ | +41,0 % | |||
| Empirical Asset Management, LLC | 356.108 $ | -36.164 $ | -9,2 % | 392.272 $ | +155.897 $ | +66,0 % | 236.375 $ | |||||
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 391.041 $ | +52.127 $ | +15,4 % | 338.914 $ | +22.558 $ | +7,1 % | 316.356 $ | +13.143 $ | +4,3 % | |||
| Wealthspire Advisors, LLC | 390.379 $ | +172.633 $ | +79,3 % | |||||||||
| Huntleigh Advisors, Inc. | 389.251 $ | +44.585 $ | +12,9 % | 344.666 $ | +26.488 $ | +8,3 % | 318.178 $ | +7.644 $ | +2,5 % | |||
| NESTEGG ADVISORS, INC. | 389.024 $ | |||||||||||
| WealthTrust Axiom LLC | 387.814 $ | +110.649 $ | +39,9 % | 277.165 $ | ||||||||
| IFS Group,LLC | 387.415 $ | +35.197 $ | +10,0 % | |||||||||
| Fulcrum Equity Management | 254.556 $ | -132.546 $ | -34,2 % | 387.102 $ | +38.148 $ | +10,9 % | 348.954 $ | |||||
| Matrix Trust Co | 338.000 $ | -45.000 $ | -11,7 % | 383.000 $ | +17.000 $ | +4,6 % | 366.000 $ | |||||
| AssuredPartners Investment Advisors, LLC | 382.937 $ | |||||||||||
| Hurley Capital, LLC | 381.870 $ | +69.864 $ | +22,4 % | 312.006 $ | +95.367 $ | +44,0 % | 216.639 $ | +55.667 $ | +34,6 % | |||
| BLAIR WILLIAM & CO/IL | 381.391 $ | |||||||||||
| COMPASS CAPITAL CORP /MA/ /ADV | 378.234 $ | +67.462 $ | +21,7 % | |||||||||
| Prosperity Wealth Management, Inc. | 375.626 $ | +103.240 $ | +37,9 % | |||||||||
| Newman Dignan & Sheerar, Inc. | 373.573 $ | +25.592 $ | +7,4 % | 347.981 $ | +26.744 $ | +8,3 % | 321.237 $ | |||||
| UNIQUE WEALTH, LLC | 346.384 $ | -25.220 $ | -6,8 % | 371.604 $ | +77.010 $ | +26,1 % | 294.594 $ | |||||
| UNIVEST FINANCIAL Corp | 368.167 $ | +42.170 $ | +12,9 % | 325.997 $ | +25.054 $ | +8,3 % | 300.943 $ | +7.230 $ | +2,5 % | |||
| Alteri Wealth LLC | 239.969 $ | -126.549 $ | -34,5 % | 366.518 $ | ||||||||
| PURE PORTFOLIOS HOLDINGS LLC | 365.918 $ | +10.089 $ | +2,8 % | |||||||||
| Corsicana & Co. | 365.254 $ | +333.034 $ | +1.033,6 % | 32.220 $ | -11.194 $ | -25,8 % | 43.414 $ | +2.282 $ | +5,5 % | |||
| Essex Bank | 343.770 $ | -20.404 $ | -5,6 % | 364.174 $ | +41.713 $ | +12,9 % | 322.461 $ | +48.339 $ | +17,6 % | 274.122 $ | +31.866 $ | +13,2 % |
| Mallini Complete Financial Planning LLC | 363.413 $ | +3.670 $ | +1,0 % | 359.743 $ | ||||||||
| Vilga Financial Planning LLC | 353.139 $ | -9.277 $ | -2,6 % | 362.416 $ | +59.758 $ | +19,7 % | 302.658 $ | +13.371 $ | +4,6 % | 289.287 $ | ||
| Richmond Brothers, Inc. | 356.123 $ | |||||||||||
| SeaCrest Wealth Management, LLC | 354.926 $ | +9.974 $ | +2,9 % | 344.952 $ | +62.277 $ | +22,0 % | 282.675 $ | |||||
| GTS FINANCIAL, LLC | 353.437 $ | +3.934 $ | +1,1 % | 349.503 $ | ||||||||
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 305.337 $ | -43.774 $ | -12,5 % | 349.111 $ | ||||||||
| Lunt Capital Management, Inc. | 348.772 $ | +17.048 $ | +5,1 % | 331.724 $ | +9.853 $ | +3,1 % | 321.871 $ | +13.372 $ | +4,3 % | |||
| SILVERLAKE WEALTH MANAGEMENT LLC | 346.220 $ | +96.464 $ | +38,6 % | 249.756 $ | ||||||||
| William Howard & Co Financial Advisors Inc | 345.992 $ | +41.167 $ | +13,5 % | 304.825 $ | +19.123 $ | +6,7 % | 285.702 $ | +14.248 $ | +5,2 % | |||
| Investment Research & Advisory Group, Inc. | 293.649 $ | -51.328 $ | -14,9 % | 344.977 $ | +36.106 $ | +11,7 % | 308.871 $ | +21.410 $ | +7,4 % | 287.461 $ | +55.161 $ | +23,7 % |
| MEMBERS WEALTH LLC | 251.522 $ | +1.807 $ | +0,7 % | 249.715 $ | -93.113 $ | -27,2 % | 342.828 $ | +23.001 $ | +7,2 % | 319.827 $ | +92.277 $ | +40,6 % |
| GLENMEDE TRUST CO NA | 285.360 $ | -57.005 $ | -16,7 % | 342.365 $ | ||||||||
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 341.923 $ | |||||||||||
| Busey Bank | 335.978 $ | +55.398 $ | +19,7 % | 280.580 $ | ||||||||
| Hobbs Group Advisors, LLC | 335.636 $ | +37.020 $ | +12,4 % | 298.616 $ | -26.981 $ | -8,3 % | 325.597 $ | -23.583 $ | -6,8 % | |||
| NAPLES GLOBAL ADVISORS, LLC | 333.759 $ | +63.090 $ | +23,3 % | 270.669 $ | +22.048 $ | +8,9 % | 248.621 $ | +6.165 $ | +2,5 % | |||
| Gibbs Wealth Management | 332.810 $ | +125.347 $ | +60,4 % | 207.463 $ | ||||||||
| Sequent Planning LLC | 330.724 $ | |||||||||||
| SHP Wealth Management | 283.899 $ | -27.752 $ | -8,9 % | 311.651 $ | -16.271 $ | -5,0 % | 327.922 $ | |||||
| Eagle Wealth Advisors LLC | 327.483 $ | |||||||||||
| FFT WEALTH MANAGEMENT LLC | 325.803 $ | +15.925 $ | +5,1 % | 309.878 $ | +9.204 $ | +3,1 % | 300.674 $ | +12.492 $ | +4,3 % | |||
| Quantum Portfolio Management LLC | 323.577 $ | +47.864 $ | +17,4 % | 275.713 $ | ||||||||
| KING LUTHER CAPITAL MANAGEMENT CORP | 323.242 $ | +53.299 $ | +19,7 % | 269.943 $ | -10.102 $ | -3,6 % | 280.045 $ | +6.945 $ | +2,5 % | |||
| Global Trust Asset Management, LLC | 322.418 $ | +49.632 $ | +18,2 % | 272.786 $ | +25.230 $ | +10,2 % | 247.556 $ | -46.938 $ | -15,9 % | 294.494 $ | -704.379 $ | -70,5 % |
| Aspire Growth Partners LLC | 320.861 $ | |||||||||||
| Wallace Advisory Group, LLC | 320.009 $ | +22.071 $ | +7,4 % | 297.938 $ | ||||||||
| Signature Wealth Management Group | 318.459 $ | |||||||||||
| Riverbend Wealth Management, LLC | 318.375 $ | +12.485 $ | +4,1 % | 305.890 $ | +18.956 $ | +6,6 % | 286.934 $ | +995 $ | +0,3 % | 285.939 $ | ||
| Wescott Financial Advisory Group, LLC | 317.787 $ | +36.931 $ | +13,1 % | 280.856 $ | -31.676 $ | -10,1 % | 312.532 $ | +24.359 $ | +8,5 % | |||
| LANARK FINANCIAL, INC. | 317.456 $ | +12.921 $ | +4,2 % | 304.535 $ | +4.962 $ | +1,7 % | 299.573 $ | |||||
| Ballast, Inc. | 317.202 $ | |||||||||||
| Tufton Capital Management | 317.000 $ | +88.000 $ | +38,4 % | 229.000 $ | ||||||||
| C M BIDWELL & ASSOCIATES LTD | 314.160 $ | +24.521 $ | +8,5 % | 289.639 $ | +21.869 $ | +8,2 % | 267.770 $ | +6.423 $ | +2,5 % | |||
| LifeGoal Investments, LLC | 313.462 $ | +101.793 $ | +48,1 % | 211.669 $ | ||||||||
| Vantage Point Financial LLC | 313.207 $ | |||||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 310.424 $ | -2.567 $ | -0,8 % | 312.991 $ | +303.035 $ | +3.043,7 % | 9.956 $ | |||||
| Citizens Business Bank | 311.397 $ | |||||||||||
| True Link Financial Advisors, LLC | 236.915 $ | -74.430 $ | -23,9 % | 311.345 $ | +87.435 $ | +39,0 % | 223.910 $ | |||||
| Johnson Financial Group, Inc. | 311.282 $ | +8.274 $ | +2,7 % | 303.008 $ | +296.255 $ | +4.387,0 % | 6.753 $ | |||||
| NovaPoint Capital, LLC | 310.842 $ | +29.277 $ | +10,4 % | 281.565 $ | +43.830 $ | +18,4 % | ||||||
| Kroeger Financial Partners | 308.104 $ | -2.690 $ | -0,9 % | 310.794 $ | ||||||||
| HANTZ FINANCIAL SERVICES, INC. | 289.000 $ | -21.000 $ | -6,8 % | 310.000 $ | +181.000 $ | +140,3 % | 129.000 $ | +48.000 $ | +59,3 % | |||
| Hurlow Wealth Management Group, Inc. | 309.031 $ | +35.397 $ | +12,9 % | 273.634 $ | +24.191 $ | +9,7 % | 249.443 $ | +5.993 $ | +2,5 % | |||
| BAKER BOYER NATIONAL BANK | 308.746 $ | |||||||||||
| Osprey Private Wealth LLC | 308.407 $ | +35.325 $ | +12,9 % | 273.082 $ | +20.987 $ | +8,3 % | 252.095 $ | |||||
| PARK NATIONAL CORP /OH/ | 308.284 $ | +50.831 $ | +19,7 % | 257.453 $ | ||||||||
| TruNorth Capital Management, LLC | 307.358 $ | +17.787 $ | +6,1 % | 289.571 $ | +8.964 $ | +3,2 % | 280.607 $ | +16.551 $ | +6,3 % | 264.056 $ | -99.654 $ | -27,4 % |
| Strategic Financial Concepts, LLC | 304.368 $ | +30.615 $ | +11,2 % | 273.753 $ | ||||||||
| John W. Brooker & Co., CPAs | 274.169 $ | -29.497 $ | -9,7 % | 303.666 $ | +69.249 $ | +29,5 % | 234.417 $ | +18.015 $ | +8,3 % | 216.402 $ | +5.199 $ | +2,5 % |
| SCS Capital Management LLC | 303.464 $ | +20.600 $ | +7,3 % | |||||||||
| Kingdom Financial Group LLC. | 302.786 $ | +139.019 $ | +84,9 % | 163.767 $ | +6.986 $ | +4,5 % | 156.781 $ | -1.277.771 $ | -89,1 % | |||
| Addison Advisors LLC | 302.041 $ | +25.885 $ | +9,4 % | 276.156 $ | +1.453 $ | +0,5 % | 274.703 $ | +10.519 $ | +4,0 % | |||
| MeadowBrook Investment Advisors LLC | 299.601 $ | +28.448 $ | +10,5 % | 271.153 $ | +66.913 $ | +32,8 % | 204.240 $ | |||||
| ADG Wealth Management Group, LLC | 235.068 $ | -13.952 $ | -5,6 % | 249.020 $ | -49.625 $ | -16,6 % | 298.645 $ | +52.873 $ | +21,5 % | 245.772 $ | ||
| ADVISORTRUST PARTNERS, LLC | 298.063 $ | |||||||||||
| Moors & Cabot, Inc. | 297.036 $ | +13.331 $ | +4,7 % | 283.705 $ | ||||||||
| Sharper & Granite LLC | 296.555 $ | +32.863 $ | +12,5 % | 263.692 $ | +56.469 $ | +27,3 % | 207.223 $ | |||||
| ELEVATUS WELATH MANAGEMENT | 292.230 $ | |||||||||||
| SAGESPRING WEALTH PARTNERS, LLC | 259.834 $ | -31.217 $ | -10,7 % | 291.051 $ | ||||||||
| Invesco Ltd. | 290.048 $ | |||||||||||
| Family Legacy, Inc. | 286.417 $ | +717 $ | +0,3 % | 285.700 $ | +27.078 $ | +10,5 % | 258.622 $ | +17.124 $ | +7,1 % | 241.498 $ | +5.306 $ | +2,2 % |
| Confluence Wealth Services, Inc. | 283.594 $ | |||||||||||
| Grant Private Wealth Management Inc | 231.183 $ | -52.272 $ | -18,4 % | 283.455 $ | +32.467 $ | +12,9 % | 250.988 $ | +19.289 $ | +8,3 % | 231.699 $ | -53.255 $ | -18,7 % |
| First PREMIER Bank | 267.000 $ | -16.000 $ | -5,7 % | 283.000 $ | +32.000 $ | +12,7 % | 251.000 $ | +16.000 $ | +6,8 % | 235.000 $ | +24.000 $ | +11,4 % |
| Farmers & Merchants Trust Co of Long Beach | 281.957 $ | +32.295 $ | +12,9 % | 249.662 $ | +19.188 $ | +8,3 % | 230.474 $ | -221.884 $ | -49,1 % | |||
| Americana Partners, LLC | 281.583 $ | |||||||||||
| Pioneer Wealth Management Group | 281.214 $ | |||||||||||
| Permanent Capital Management, LP | 280.504 $ | |||||||||||
| CVFG LLC | 279.193 $ | +31.318 $ | +12,6 % | 247.875 $ | -16.666 $ | -6,3 % | 264.541 $ | +6.569 $ | +2,5 % | |||
| Icon Wealth Advisors, LLC | 278.404 $ | +51.998 $ | +23,0 % | 226.406 $ | ||||||||
| VANGUARD ADVISERS INC | 277.854 $ | +33.229 $ | +13,6 % | 244.625 $ | ||||||||
| TRUST CO OF VERMONT | 246.685 $ | -30.600 $ | -11,0 % | 277.285 $ | +62.347 $ | +29,0 % | 214.938 $ | +124.863 $ | +138,6 % | |||
| Edge Financial Advisors LLC | 277.033 $ | -61.005 $ | -18,0 % | |||||||||
| Aventura Private Wealth, LLC | 276.977 $ | +131.753 $ | +90,7 % | 145.224 $ | +82.307 $ | +130,8 % | 62.917 $ | +1.510 $ | +2,5 % | |||
| Gryphon Financial Partners LLC | 276.470 $ | |||||||||||
| Safeguard Investment Advisory Group, LLC | 275.556 $ | |||||||||||
| Beacon Capital Management, LLC | 273.973 $ | +13.078 $ | +5,0 % | 260.895 $ | ||||||||
| Pinnacle Family Advisors, LLC | 273.730 $ | |||||||||||
| Schneider Downs Wealth Management Advisors, LP | 273.715 $ | |||||||||||
| Stordahl Capital Management, Inc. | 271.230 $ | -2.309 $ | -0,8 % | 273.539 $ | +31.790 $ | +13,2 % | 241.749 $ | +14.515 $ | +6,4 % | 227.234 $ | +10.526 $ | +4,9 % |
| Rossby Financial, LCC | 151.861 $ | -120.248 $ | -44,2 % | 272.109 $ | +247.475 $ | +1.004,6 % | 24.634 $ | +6.090 $ | +32,8 % | |||
| Finward Bancorp | 269.219 $ | -1.883 $ | -0,7 % | 271.102 $ | ||||||||
| Fortune Financial Group, Inc. | 270.169 $ | |||||||||||
| Yukon Wealth Management, Inc. | 269.473 $ | +13.171 $ | +5,1 % | 256.302 $ | -10.573 $ | -4,0 % | 266.875 $ | +28.518 $ | +12,0 % | |||
| Freedom Investment Management, Inc. | 213.821 $ | -55.133 $ | -20,5 % | 268.954 $ | -46.132 $ | -14,6 % | ||||||
| 360 Financial, Inc. | 267.826 $ | |||||||||||
| Orcam Financial Group | 266.963 $ | +24.527 $ | +10,1 % | 242.436 $ | +7.005 $ | +3,0 % | 235.431 $ | +8.186 $ | +3,6 % | |||
| Garton & Associates Financial Advisors LLC | 226.927 $ | -36.842 $ | -14,0 % | 263.769 $ | ||||||||
| Capital Square, LLC | 263.715 $ | +39.118 $ | +17,4 % | 224.597 $ | ||||||||
| Turner Financial Group, Inc. | 262.274 $ | |||||||||||
| Smallwood Wealth Investment Management, LLC | 261.626 $ | +22.593 $ | +9,5 % | 239.033 $ | +16.843 $ | +7,6 % | 222.190 $ | +7.635 $ | +3,6 % | |||
| Argo Wealth Advisory, LLC | 259.942 $ | |||||||||||
| OKABENA INVESTMENT SERVICES INC | 259.480 $ | +8.033 $ | +3,2 % | 251.447 $ | +14.831 $ | +6,3 % | 236.616 $ | |||||
| Csenge Advisory Group | 258.843 $ | +16.374 $ | +6,8 % | 242.469 $ | +28.778 $ | +13,5 % | 213.691 $ | |||||
| Index Technologies Group LLC | 258.449 $ | +38.657 $ | +17,6 % | 219.792 $ | ||||||||
| Gaddis Premier Wealth Advisors LLC | 257.316 $ | |||||||||||
| ROMAN BUTLER FULLERTON & CO | 255.811 $ | -911 $ | -0,4 % | 256.722 $ | ||||||||
| Bill Few Associates, Inc. | 238.820 $ | -17.388 $ | -6,8 % | 256.208 $ | +3.956 $ | +1,6 % | 252.252 $ | |||||
| Avestar Capital, LLC | 254.433 $ | |||||||||||
| OPAL CAPITAL LLC | 254.176 $ | |||||||||||
| Northwest Capital Management Inc | 253.704 $ | +6.292 $ | +2,5 % | |||||||||
| EPIQ PARTNERS, LLC | 252.948 $ | +48.200 $ | +23,5 % | 204.748 $ | ||||||||
| SIGNATUREFD, LLC | 252.409 $ | +25.791 $ | +11,4 % | 226.618 $ | +10.189 $ | +4,7 % | 216.429 $ | +92.510 $ | +74,7 % | 123.919 $ | +20.173 $ | +19,4 % |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 210.926 $ | -41.463 $ | -16,4 % | 252.389 $ | ||||||||
| Avise Financial Cooperative, Inc. | 249.813 $ | |||||||||||
| TRUEFG, LLC | 234.362 $ | -13.910 $ | -5,6 % | 248.272 $ | +28.437 $ | +12,9 % | 219.835 $ | |||||
| FIDUCIARY TRUST CO | 247.774 $ | +28.381 $ | +12,9 % | 219.393 $ | +16.861 $ | +8,3 % | 202.532 $ | |||||
| Goepper Burkhardt LLC | 247.642 $ | +32.225 $ | +15,0 % | 215.417 $ | +7.489 $ | +3,6 % | 207.928 $ | |||||
| Financial Insights, Inc. | 247.121 $ | |||||||||||
| Russell Investments Group, Ltd. | 238.238 $ | +42.113 $ | +21,5 % | 196.125 $ | -50.657 $ | -20,5 % | 246.782 $ | +35.512 $ | +16,8 % | |||
| MidAtlantic Capital Management, Inc. | 246.126 $ | |||||||||||
| Mann Financial Group, Inc. | 245.486 $ | |||||||||||
| Steffes Financial, Ltd. | 243.734 $ | |||||||||||
| Ponta Wealth Partners, LLC | 243.656 $ | |||||||||||
| BARLOW WEALTH PARTNERS, LLC | 242.545 $ | |||||||||||
| TMB Capital Partners, LLC | 242.343 $ | +10.679 $ | +4,6 % | 231.664 $ | ||||||||
| Cannon Advisors, Inc. | 233.863 $ | -6.728 $ | -2,8 % | 240.591 $ | ||||||||
| ALBION FINANCIAL GROUP /UT | 195.463 $ | +6.102 $ | +3,2 % | 189.361 $ | -50.110 $ | -20,9 % | 239.471 $ | |||||
| RWA WEALTH PARTNERS, LLC | 238.330 $ | |||||||||||
| VALLEY NATIONAL ADVISERS INC | 236.947 $ | -651 $ | -0,3 % | 237.598 $ | +27.598 $ | +13,1 % | 210.000 $ | -3.000 $ | -1,4 % | 213.000 $ | +8.000 $ | +3,9 % |
| FIRST AMERICAN TRUST, FSB | 236.586 $ | +8.479 $ | +3,7 % | 228.107 $ | -2.103 $ | -0,9 % | 230.210 $ | |||||
| Talisman Wealth Advisors LLC | 236.336 $ | |||||||||||
| Heck Capital Advisors, LLC | 235.024 $ | +18.062 $ | +8,3 % | 216.962 $ | +5.213 $ | +2,5 % | ||||||
| FIDUCIENT ADVISORS LLC | 234.760 $ | |||||||||||
| Andrew Hill Investment Advisors, Inc. | 234.059 $ | |||||||||||
| LANDMARK WEALTH MANAGEMENT, INC. | 233.313 $ | |||||||||||
| Pinion Investment Advisors, LLC | 232.452 $ | +25.577 $ | +12,4 % | 206.875 $ | ||||||||
| FARMERS & MERCHANTS INVESTMENTS INC | 225.648 $ | -5.928 $ | -2,6 % | 231.576 $ | +38.184 $ | +19,7 % | 193.392 $ | +7.040 $ | +3,8 % | 186.352 $ | +6.088 $ | +3,4 % |
| Trexquant Investment LP | 231.171 $ | +15.644 $ | +7,3 % | 215.527 $ | ||||||||
| Crestwood Advisors Group, LLC | 229.994 $ | +10.806 $ | +4,9 % | 219.188 $ | +11.072 $ | +5,3 % | ||||||
| Mainsail Financial Group, LLC | 228.894 $ | +17.591 $ | +8,3 % | 211.303 $ | +5.077 $ | +2,5 % | ||||||
| Midwest Financial Network, LLC | 226.292 $ | +20.930 $ | +10,2 % | 205.362 $ | ||||||||
| ASHTON THOMAS SECURITIES, LLC | 224.328 $ | |||||||||||
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 214.082 $ | -8.796 $ | -3,9 % | 222.878 $ | +11.168 $ | +5,3 % | 211.710 $ | |||||
| Everhart Financial Group, Inc. | 222.876 $ | +21.694 $ | +10,8 % | 201.182 $ | ||||||||
| Oakworth Capital, Inc. | 222.793 $ | +37.580 $ | +20,3 % | 185.213 $ | -13.231 $ | -6,7 % | 198.444 $ | -10.929 $ | -5,2 % | |||
| Delos Wealth Advisors, LLC | 222.217 $ | +36.641 $ | +19,7 % | 185.576 $ | ||||||||
| Tennessee Valley Asset Management Partners | 221.573 $ | |||||||||||
| Aspen Investment Management Inc | 221.000 $ | |||||||||||
| Vann Equity Management LLC | 212.345 $ | -8.120 $ | -3,7 % | 220.465 $ | ||||||||
| Ethic Inc. | 219.079 $ | |||||||||||
| Smith & Howard Wealth Management, LLC | 218.986 $ | +10.704 $ | +5,1 % | 208.282 $ | +6.186 $ | +3,1 % | 202.096 $ | |||||
| Financial Network Wealth Advisors LLC | 218.954 $ | +37.562 $ | +20,7 % | 181.392 $ | ||||||||
| Atlas Private Wealth Advisors | 218.113 $ | |||||||||||
| Trek Financial, LLC | 218.108 $ | +16.812 $ | +8,4 % | 201.296 $ | ||||||||
| Worth Asset Management, LLC | 217.447 $ | +10.007 $ | +4,8 % | 207.440 $ | ||||||||
| Alta Wealth Advisors LLC | 217.016 $ | -7.436 $ | -3,3 % | |||||||||
| Shade Tree Advisors LLC | 213.510 $ | |||||||||||
| Kingsman Wealth Management, Inc. | 212.887 $ | |||||||||||
| Kennebec Savings Bank | 206.374 $ | -6.386 $ | -3,0 % | 212.760 $ | +47.168 $ | +28,5 % | 165.592 $ | -6.702 $ | -3,9 % | 172.294 $ | +1.344 $ | +0,8 % |
| Evensky & Katz LLC | 212.427 $ | +18.629 $ | +9,6 % | 193.798 $ | +11.005 $ | +6,0 % | 182.793 $ | +8.056 $ | +4,6 % | |||
| Able Wealth Management LLC | 211.888 $ | -385.883 $ | -64,6 % | |||||||||
| Park State Asset Management | 211.718 $ | |||||||||||
| MLG Wealth Management DBA Pine Grove Financial Group | 211.541 $ | |||||||||||
| Hedeker Wealth, LLC | 205.998 $ | -5.412 $ | -2,6 % | 211.410 $ | ||||||||
| EQ LLC | 211.107 $ | |||||||||||
| Detalus Advisors, LLC | 210.459 $ | |||||||||||
| DAVENPORT & Co LLC | 210.365 $ | |||||||||||
| Navigate Wealth Management, LLC | 207.831 $ | +1.710 $ | +0,8 % | 206.121 $ | ||||||||
| Innovative Wealth Building LLC | 207.560 $ | |||||||||||
| Squarepoint Ops LLC | 206.852 $ | |||||||||||
| CONNABLE OFFICE INC | 206.682 $ | |||||||||||
| HBK Sorce Advisory LLC | 206.638 $ | |||||||||||
| Wills Financial Group LLC | 205.791 $ | |||||||||||
| Todd Wealth Management, LLC | 205.230 $ | |||||||||||
| Revere Asset Management, Inc | 205.032 $ | |||||||||||
| Ascentis Independent Advisors | 23.833 $ | -18.954 $ | -44,3 % | 42.787 $ | -162.086 $ | -79,1 % | 204.873 $ | |||||
| Forge Financial Services LLC | 204.482 $ | |||||||||||
| Brookwood Investment Group LLC | 202.871 $ | |||||||||||
| Tidemark, LLC | 202.025 $ | +93.440 $ | +86,1 % | 108.585 $ | -18.258 $ | -14,4 % | 126.843 $ | -14.513 $ | -10,3 % | |||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 201.697 $ | |||||||||||
| BROWN, LISLE/CUMMINGS, INC. | 190.751 $ | -7.384 $ | -3,7 % | 198.135 $ | +28.845 $ | +17,0 % | 169.290 $ | +9.677 $ | +6,1 % | 159.613 $ | +3.910 $ | +2,5 % |
| JFS WEALTH ADVISORS, LLC | 195.169 $ | +139.844 $ | +252,8 % | 55.325 $ | -117.629 $ | -68,0 % | 172.954 $ | +149.749 $ | +645,3 % | |||
| Cornerstone Planning Group LLC | 195.056 $ | +980 $ | +0,5 % | 194.076 $ | +120.098 $ | +162,3 % | 73.978 $ | -11.067 $ | -13,0 % | |||
| GHP Investment Advisors, Inc. | 189.413 $ | -3.436 $ | -1,8 % | 192.849 $ | +61.077 $ | +46,4 % | 131.772 $ | -14.023 $ | -9,6 % | 145.795 $ | +23.158 $ | +18,9 % |
| NorthAvenue LLC | 163.087 $ | -29.592 $ | -15,4 % | 192.679 $ | +11.683 $ | +6,5 % | 180.996 $ | |||||
| Western Pacific Wealth Management, LP | 180.477 $ | +10.444 $ | +6,1 % | 170.033 $ | +5.264 $ | +3,2 % | 164.769 $ | |||||
| TRUST CO OF TOLEDO NA /OH/ | 178.400 $ | |||||||||||
| Crewe Advisors LLC | 172.139 $ | +69.335 $ | +67,4 % | 102.804 $ | +4.105 $ | +4,2 % | 98.699 $ | +4.474 $ | +4,7 % | |||
| Collier Financial | 169.878 $ | |||||||||||
| Park Place Capital Corp | 168.785 $ | +18.699 $ | +12,5 % | 150.086 $ | -13.521 $ | -8,3 % | 163.607 $ | -19.842 $ | -10,8 % | |||
| Sunbelt Securities, Inc. | 167.446 $ | +117.056 $ | +232,3 % | 50.390 $ | +38.183 $ | +312,8 % | ||||||
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 162.891 $ | +147.046 $ | +928,0 % | 15.845 $ | +1.815 $ | +12,9 % | 14.030 $ | +1.078 $ | +8,3 % | 12.952 $ | +311 $ | +2,5 % |
| SALEM INVESTMENT COUNSELORS INC | 162.172 $ | +138.276 $ | +578,7 % | 23.896 $ | +2.554 $ | +12,0 % | ||||||
| YANKCOM Partnership | 29.514 $ | -123.286 $ | -80,7 % | 152.800 $ | +133.456 $ | +689,9 % | 19.344 $ | +575 $ | +3,1 % | 18.769 $ | -6.663 $ | -26,2 % |
| Clayton Financial Group LLC | 148.732 $ | +6.236 $ | +4,4 % | 142.496 $ | -5.311 $ | -3,6 % | 147.807 $ | |||||
| Physician Wealth Advisors, Inc. | 36.305 $ | -112.319 $ | -75,6 % | 148.624 $ | +141.836 $ | +2.089,5 % | 6.788 $ | +1.025 $ | +17,8 % | 5.763 $ | +240 $ | +4,3 % |
| Strive Financial Group ,LLC | 147.350 $ | +26.350 $ | +21,8 % | 121.000 $ | +9.282 $ | +8,3 % | 111.718 $ | |||||
| Your Advocates Ltd., LLP | 89.366 $ | -54.932 $ | -38,1 % | 144.298 $ | +76.960 $ | +114,3 % | 67.338 $ | +2.798 $ | +4,3 % | |||
| GGM Financial LLC | 139.947 $ | +127.855 $ | +1.057,4 % | 12.092 $ | +542 $ | +4,7 % | 11.550 $ | +460 $ | +4,1 % | |||
| Spectrum Wealth Advisory Group, LLC | 138.221 $ | |||||||||||
| WHITTIER TRUST CO OF NEVADA INC | 47.886 $ | +2.550 $ | +5,6 % | 45.336 $ | -92.399 $ | -67,1 % | 137.735 $ | -3.096 $ | -2,2 % | |||
| Archer Investment Corp | 137.038 $ | |||||||||||
| Sound Income Strategies, LLC | 136.455 $ | +98.376 $ | +258,3 % | 38.079 $ | +942 $ | +2,5 % | ||||||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 131.726 $ | |||||||||||
| TFC Financial Management, Inc. | 128.043 $ | +21.113 $ | +19,7 % | 106.930 $ | +4.724 $ | +4,6 % | 102.206 $ | +2.535 $ | +2,5 % | |||
| BXM Wealth LLC | 123.600 $ | -250.359 $ | -66,9 % | |||||||||
| DELTA ASSET MANAGEMENT LLC/TN | 109.880 $ | -7.496 $ | -6,4 % | 117.376 $ | +8.267 $ | +7,6 % | 109.109 $ | +5.055 $ | +4,9 % | |||
| Princeton Global Asset Management LLC | 97.042 $ | -5.760 $ | -5,6 % | 102.802 $ | +95.367 $ | +1.282,7 % | 7.435 $ | +447 $ | +6,4 % | 6.988 $ | ||
| Wealth Watch Advisors, INC | 97.534 $ | +51.019 $ | +109,7 % | |||||||||
| Carolina Wealth Advisors, LLC | 8.532 $ | +494 $ | +6,1 % | 8.038 $ | +6.042 $ | +302,7 % | 1.996 $ | -95.168 $ | -97,9 % | 97.164 $ | ||
| LGT Financial Advisors LLC | 96.225 $ | +7.066 $ | +7,9 % | 89.159 $ | +9.279 $ | +11,6 % | 79.880 $ | +507 $ | +0,6 % | |||
| Cassaday & Co Wealth Management LLC | 96.043 $ | +2.973 $ | +3,2 % | 93.070 $ | ||||||||
| COUNTRY TRUST BANK | 94.773 $ | +62.416 $ | +192,9 % | 32.357 $ | ||||||||
| WELLINGTON-ALTUS USA INC. | 86.154 $ | +72.491 $ | +530,6 % | 13.663 $ | -79.389 $ | -85,3 % | 93.052 $ | |||||
| MBM WEALTH CONSULTANTS, LLC | 87.290 $ | |||||||||||
| TIAA Wealth Investment Management LLC | 85.961 $ | +79.605 $ | +1.252,4 % | 6.356 $ | ||||||||
| Barnes Dennig Private Wealth Management LLC | 85.609 $ | +44.446 $ | +108,0 % | 41.163 $ | +18.015 $ | +77,8 % | 23.148 $ | +19.266 $ | +496,3 % | |||
| Privatperson | 78.553 $ | -4.662 $ | -5,6 % | 83.215 $ | +9.532 $ | +12,9 % | 73.683 $ | +5.662 $ | +8,3 % | 68.021 $ | +1.634 $ | +2,5 % |
| ROGCO, LP | 81.539 $ | +5.705 $ | +7,5 % | 75.834 $ | +5.075 $ | +7,2 % | 70.759 $ | |||||
| DHJJ Financial Advisors, Ltd. | 79.030 $ | -1.990 $ | -2,5 % | 81.020 $ | +9.281 $ | +12,9 % | 71.739 $ | +18.790 $ | +35,5 % | 52.949 $ | +16.725 $ | +46,2 % |
| GAMMA Investing LLC | 79.205 $ | -825 $ | -1,0 % | 80.030 $ | +8.807 $ | +12,4 % | 71.223 $ | +4.382 $ | +6,6 % | 66.841 $ | +4.894 $ | +7,9 % |
| Hamrick Investment Counsel, llc | 78.998 $ | |||||||||||
| Quest 10 Wealth Builders, Inc. | 78.409 $ | +31.718 $ | +67,9 % | 46.691 $ | +24.136 $ | +107,0 % | 22.555 $ | -1.893 $ | -7,7 % | |||
| VISION FINANCIAL MARKETS LLC | 57.878 $ | -16.057 $ | -21,7 % | 73.935 $ | +8.491 $ | +13,0 % | 65.444 $ | +5.188 $ | +8,6 % | 60.256 $ | +1.661 $ | +2,8 % |
| Clearstead Trust, LLC | 72.237 $ | +8.274 $ | +12,9 % | 63.963 $ | +4.916 $ | +8,3 % | 59.047 $ | -293.986 $ | -83,3 % | |||
| SFAM, LLC | 71.737 $ | +8.217 $ | +12,9 % | 63.520 $ | +2.434 $ | +4,0 % | 61.086 $ | |||||
| BARRETT & COMPANY, INC. | 68.388 $ | +422 $ | +0,6 % | 67.966 $ | ||||||||
| Vestwell Advisors, LLC | 67.718 $ | -114.595 $ | -62,9 % | |||||||||
| KM Capital Management Ltd. | 66.563 $ | -267.360 $ | -80,1 % | |||||||||
| TD Capital Management LLC | 36.345 $ | -30.209 $ | -45,4 % | 66.554 $ | +3.514 $ | +5,6 % | 63.040 $ | +33.875 $ | +116,1 % | |||
| Annis Gardner Whiting Capital Advisors, LLC | 66.151 $ | +1.105 $ | +1,7 % | 65.046 $ | +56.143 $ | +630,6 % | ||||||
| Investors Research Corp | 63.513 $ | +62.304 $ | +5.153,3 % | 1.209 $ | +54 $ | +4,7 % | 1.155 $ | |||||
| Centerpoint Advisors, LLC | 62.000 $ | +7.000 $ | +12,7 % | 55.000 $ | +4.000 $ | +7,8 % | 51.000 $ | +1.000 $ | +2,0 % | |||
| MidFirst Bank | 59.438 $ | +9.801 $ | +19,7 % | 49.637 $ | ||||||||
| GoalVest Advisory LLC | 59.419 $ | +7.703 $ | +14,9 % | 51.716 $ | -5.356 $ | -9,4 % | 57.072 $ | +23.378 $ | +69,4 % | 33.694 $ | -27.221 $ | -44,7 % |
| Key Capital Management, INC | 57.979 $ | +35.683 $ | +160,0 % | 22.296 $ | +11.904 $ | +114,5 % | 10.392 $ | |||||
| Cape Investment Advisory, Inc. | 14.079 $ | -14.064 $ | -50,0 % | 28.143 $ | -25.703 $ | -47,7 % | 53.846 $ | -10.450 $ | -16,3 % | |||
| ALERUS FINANCIAL NA | 53.586 $ | +1.659 $ | +3,2 % | 51.927 $ | +3.063 $ | +6,3 % | 48.864 $ | -370 $ | -0,8 % | |||
| Tradewinds Capital Management, LLC | 49.355 $ | -3.945 $ | -7,4 % | 53.300 $ | +11.140 $ | +26,4 % | 42.160 $ | +2.532 $ | +6,4 % | 39.628 $ | +1.836 $ | +4,9 % |
| Financial Freedom, LLC | 52.780 $ | +2.332 $ | +4,6 % | 50.448 $ | ||||||||
| Glass Jacobson Investment Advisors llc | 51.816 $ | |||||||||||
| Silver Grove Financial Group, Inc. | 51.438 $ | |||||||||||
| CHAPMAN FINANCIAL GROUP, LLC | 49.655 $ | +5.687 $ | +12,9 % | 43.968 $ | +3.379 $ | +8,3 % | 40.589 $ | -135.978 $ | -77,0 % | |||
| Basepoint Wealth LLC | 49.584 $ | +7.448 $ | +17,7 % | 42.136 $ | +10.995 $ | +35,3 % | 31.141 $ | |||||
| MANNING & NAPIER ADVISORS LLC | 49.017 $ | +8.082 $ | +19,7 % | 40.935 $ | +1.809 $ | +4,6 % | 39.126 $ | -23.441 $ | -37,5 % | |||
| PROTECTIVE LIFE CORP | 47.266 $ | |||||||||||
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 47.001 $ | +269 $ | +0,6 % | 46.732 $ | +5.341 $ | +12,9 % | 41.391 $ | |||||
| Motiv8 Investments LLC | 47.000 $ | |||||||||||
| Godfrey Financial Associates, Inc. | 45.926 $ | +5.644 $ | +14,0 % | 40.282 $ | -508 $ | -1,2 % | 40.790 $ | |||||
| AMERIFLEX GROUP, INC. | 43.910 $ | +20.402 $ | +86,8 % | 23.508 $ | +17.536 $ | +293,6 % | ||||||
| HOLLENCREST CAPITAL MANAGEMENT | 43.042 $ | +4.930 $ | +12,9 % | 38.112 $ | +2.929 $ | +8,3 % | 35.183 $ | +845 $ | +2,5 % | |||
| Wilmington Savings Fund Society, FSB | 39.332 $ | +13.296 $ | +51,1 % | 26.036 $ | +20.958 $ | +412,7 % | 5.078 $ | +286 $ | +6,0 % | 4.792 $ | +3.665 $ | +325,2 % |
| MCGUIRE CAPITAL ADVISORS INC | 39.273 $ | +20.417 $ | +108,3 % | 18.856 $ | +602 $ | +3,3 % | 18.254 $ | |||||
| Caldwell Trust Co | 39.143 $ | +604 $ | +1,6 % | 38.539 $ | -254 $ | -0,7 % | 38.793 $ | +116 $ | +0,3 % | |||
| BELLEVUE ASSET MANAGEMENT, LLC | 38.301 $ | +4.509 $ | +13,3 % | 33.792 $ | +2.679 $ | +8,6 % | 31.113 $ | +858 $ | +2,8 % | |||
| Global Wealth Strategies & Associates | 38.178 $ | +1.134 $ | +3,1 % | 37.044 $ | -4.379 $ | -10,6 % | ||||||
| OPTIMA CAPITAL LLC | 38.045 $ | |||||||||||
| FLAGSHIP WEALTH ADVISORS, LLC | 37.678 $ | |||||||||||
| Family Capital Trust Co | 37.294 $ | -40 $ | -0,1 % | 37.334 $ | +3.342 $ | +9,8 % | 33.992 $ | +16.686 $ | +96,4 % | 17.306 $ | +8.251 $ | +91,1 % |
| Napier Financial, LLC | 37.254 $ | +4.432 $ | +13,5 % | 32.822 $ | ||||||||
| TOP Private Wealth LLC. | 37.240 $ | |||||||||||
| Timmons Wealth Management, LLC | 36.484 $ | +32.777 $ | +884,2 % | 3.707 $ | ||||||||
| INVESTMENT COUNSEL CO OF NEVADA | 36.407 $ | |||||||||||
| NBT BANK, N.A. | 1.128 $ | -30 $ | -2,6 % | 1.158 $ | -34.713 $ | -96,8 % | 35.871 $ | +34.947 $ | +3.782,1 % | 924 $ | ||
| Point Nemo Capital, LLC | 35.861 $ | |||||||||||
| Montgomery Financial Services LLC | 34.049 $ | |||||||||||
| SWAN Capital LLC | 33.393 $ | +2.536 $ | +8,2 % | 30.857 $ | ||||||||
| Wellington Grp LLC | 31.749 $ | +8.951 $ | +39,3 % | 22.798 $ | ||||||||
| Catherine Avery Investment Management LLC | 31.389 $ | -248 $ | -0,8 % | 31.637 $ | ||||||||
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 30.631 $ | +28.201 $ | +1.160,5 % | 2.430 $ | ||||||||
| American Capital Advisory, LLC | 7.141 $ | -10.990 $ | -60,6 % | 18.131 $ | -12.446 $ | -40,7 % | 30.577 $ | +758 $ | +2,5 % | |||
| KERR FINANCIAL PLANNING Corp | 30.430 $ | |||||||||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 28.971 $ | -959 $ | -3,2 % | 29.930 $ | +22.236 $ | +289,0 % | 7.694 $ | +610 $ | +8,6 % | 7.084 $ | +195 $ | +2,8 % |
| Meramec Financial Planners, LLC | 24.459 $ | +1.408 $ | +6,1 % | 23.051 $ | -6.536 $ | -22,1 % | 29.587 $ | |||||
| Daytona Street Capital LLC | 28.301 $ | +1.194 $ | +4,4 % | 27.107 $ | +465 $ | +1,7 % | 26.642 $ | +2.210 $ | +9,0 % | 24.432 $ | ||
| Triumph Capital Management | 27.555 $ | +1.020 $ | +3,8 % | 26.535 $ | +6.229 $ | +30,7 % | 20.306 $ | -2.184 $ | -9,7 % | 22.490 $ | ||
| HM PAYSON & CO | 27.404 $ | +4.519 $ | +19,7 % | 22.885 $ | +1.011 $ | +4,6 % | 21.874 $ | +542 $ | +2,5 % | |||
| Pioneer Family Office, LLC | 16.088 $ | +1.198 $ | +8,0 % | 14.890 $ | -12.503 $ | -45,6 % | 27.393 $ | |||||
| Oakmont Advisory Group, LLC | 26.685 $ | |||||||||||
| Winch Advisory Services, LLC | 25.643 $ | |||||||||||
| PETERSON WEALTH MANAGEMENT | 25.617 $ | |||||||||||
| Financial Perspectives, Inc | 24.353 $ | |||||||||||
| BARCLAYS PLC | 24.183 $ | |||||||||||
| Cranbrook Wealth Management, LLC | 23.737 $ | |||||||||||
| QUADRANT CAPITAL GROUP LLC | 23.199 $ | +1.783 $ | +8,3 % | 21.416 $ | +514 $ | +2,5 % | ||||||
| Ascentis Wealth Management, LLC | 22.817 $ | +2.953 $ | +14,9 % | 19.864 $ | +4.271 $ | +27,4 % | 15.593 $ | +4.378 $ | +39,0 % | |||
| Pacifica Partners Inc. | 22.050 $ | -13 $ | -0,1 % | 22.063 $ | +1.933 $ | +9,6 % | 20.130 $ | -4.359 $ | -17,8 % | |||
| Quattro Advisors LLC | 22.028 $ | |||||||||||
| Measured Wealth Private Client Group, LLC | 21.193 $ | +937 $ | +4,6 % | 20.256 $ | ||||||||
| Camelot Portfolios, LLC | 20.396 $ | |||||||||||
| Piscataqua Savings Bank | 20.344 $ | +1.177 $ | +6,1 % | 19.167 $ | +594 $ | +3,2 % | 18.573 $ | |||||
| GILL CAPITAL PARTNERS, LLC | 19.992 $ | |||||||||||
| FWL INVESTMENT MANAGEMENT, LLC | 19.367 $ | +7.184 $ | +59,0 % | 12.183 $ | +579 $ | +5,0 % | 11.604 $ | +515 $ | +4,6 % | |||
| IFC & Insurance Marketing, Inc. | 18.000 $ | |||||||||||
| Harborfront Financial Group LLC | 17.263 $ | |||||||||||
| Crews Bank & Trust | 14.971 $ | +1.715 $ | +12,9 % | 13.256 $ | ||||||||
| Longview Financial Advisors LLC | 13.849 $ | +1.586 $ | +12,9 % | 12.263 $ | +943 $ | +8,3 % | 11.320 $ | +272 $ | +2,5 % | |||
| Parvin Asset Management, LLC | 13.724 $ | +1.572 $ | +12,9 % | 12.152 $ | +934 $ | +8,3 % | 11.218 $ | |||||
| Raleigh Capital Management Inc. | 13.612 $ | +1.423 $ | +11,7 % | 12.189 $ | +1.394 $ | +12,9 % | 10.795 $ | |||||
| Coston, McIsaac & Partners | 13.000 $ | +0 $ | +0,0 % | 13.000 $ | ||||||||
| Financial Gravity Asset Management, Inc. | 420 $ | -11.834 $ | -96,6 % | 12.254 $ | -144.103 $ | -92,2 % | ||||||
| HFM Investment Advisors, LLC | 11.647 $ | +2.956 $ | +34,0 % | 8.691 $ | -2.236 $ | -20,5 % | 10.927 $ | +134 $ | +1,2 % | |||
| Estate Planners Group, LLC | 11.465 $ | |||||||||||
| GK Wealth Management LLC | 11.424 $ | |||||||||||
| Gleason Group, Inc. | 11.360 $ | +708 $ | +6,6 % | 10.652 $ | ||||||||
| SOUTHERN MICHIGAN BANK & TRUST | 11.306 $ | |||||||||||
| EVERMAY WEALTH MANAGEMENT LLC | 11.097 $ | +1.346 $ | +13,8 % | 9.751 $ | ||||||||
| Farmers & Merchants Trust Co of Chambersburg PA | 11.000 $ | +0 $ | +0,0 % | 11.000 $ | ||||||||
| New Millennium Group LLC | 10.998 $ | -3.616 $ | -24,7 % | |||||||||
| Strategic Investment Solutions, Inc. /IL | 10.854 $ | |||||||||||
| HORIZON FINANCIAL SERVICES, LLC | 10.820 $ | |||||||||||
| S&T BANK/PA | 10.803 $ | +191 $ | +1,8 % | 10.612 $ | +510 $ | +5,0 % | 10.102 $ | +323 $ | +3,3 % | |||
| Vision Retirement, LLC | 10.483 $ | |||||||||||
| Pinnacle Wealth Planning Services, Inc. | 10.171 $ | +1.949 $ | +23,7 % | 8.222 $ | +493 $ | +6,4 % | 7.729 $ | |||||
| ST GERMAIN D J CO INC | 5.666 $ | -4.371 $ | -43,5 % | 10.037 $ | +4.540 $ | +82,6 % | 5.497 $ | +6 $ | +0,1 % | |||
| SOA Wealth Advisors, LLC. | 10.033 $ | |||||||||||
| WFA of San Diego, LLC | 9.942 $ | +764 $ | +8,3 % | 9.178 $ | +220 $ | +2,5 % | ||||||
| Sunrise Financial Services, LLC | 9.044 $ | |||||||||||
| Truvestments Capital LLC | 9.042 $ | +1.155 $ | +14,6 % | 7.887 $ | -802 $ | -9,2 % | 8.689 $ | +235 $ | +2,8 % | |||
| GODSEY & GIBB, INC | 8.082 $ | |||||||||||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 7.420 $ | -440 $ | -5,6 % | 7.860 $ | +900 $ | +12,9 % | 6.960 $ | +535 $ | +8,3 % | 6.425 $ | +155 $ | +2,5 % |
| Institute for Wealth Management, LLC. | 7.582 $ | |||||||||||
| Nicht ausgewiesen | 7.475 $ | |||||||||||
| Vermillion Wealth Management, Inc. | 6.737 $ | +772 $ | +12,9 % | 5.965 $ | -460 $ | -7,2 % | 6.425 $ | +155 $ | +2,5 % | |||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 6.285 $ | |||||||||||
| Safe Harbor Fiduciary, LLC | 6.221 $ | |||||||||||
| PITTENGER & ANDERSON INC | 6.144 $ | |||||||||||
| Go Invest LLC | 5.880 $ | |||||||||||
| Roxbury Financial LLC | 5.235 $ | +327 $ | +6,7 % | 4.908 $ | ||||||||
| LifeSteps Financial, Inc. | 5.017 $ | |||||||||||
| Reyes Financial Architecture, Inc. | 4.989 $ | +154 $ | +3,2 % | 4.835 $ | +369 $ | +8,3 % | 4.466 $ | +3.157 $ | +241,2 % | 1.309 $ | -35.219 $ | -96,4 % |
| Downshift Financial, LLC | 4.701 $ | +359 $ | +8,3 % | 4.342 $ | ||||||||
| Luminist Capital LLC | 4.517 $ | |||||||||||
| First Pacific Financial | 4.254 $ | -238 $ | -5,3 % | 4.492 $ | ||||||||
| Pacific Center for Financial Services | 4.043 $ | -107 $ | -2,6 % | 4.150 $ | +685 $ | +19,8 % | 3.465 $ | |||||
| Central Pacific Bank - Trust Division | 3.798 $ | +1.518 $ | +66,6 % | 2.280 $ | +265 $ | +13,2 % | 2.015 $ | |||||
| Financial Management Professionals, Inc. | 6 $ | -3.283 $ | -99,8 % | 3.289 $ | ||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3.223 $ | |||||||||||
| Millstone Evans Group, LLC | 2.745 $ | +315 $ | +13,0 % | 2.430 $ | +186 $ | +8,3 % | 2.244 $ | +54 $ | +2,5 % | |||
| RICHARDSON FINANCIAL SERVICES INC. | 2.619 $ | +1.846 $ | +238,8 % | 773 $ | ||||||||
| Copia Wealth Management | 2.509 $ | |||||||||||
| WOLFF WIESE MAGANA LLC | 2.297 $ | |||||||||||
| Legacy Wealth Managment, LLC/ID | 1.993 $ | -21.085 $ | -91,4 % | |||||||||
| Provenance Wealth Advisors, LLC | 1.591 $ | +74 $ | +4,9 % | |||||||||
| Security National Bank | 1.450 $ | -15.567 $ | -91,5 % | |||||||||
| Davis Capital Management | 1.300 $ | -72 $ | -5,2 % | 1.372 $ | +157 $ | +12,9 % | 1.215 $ | |||||
| Birchwood Financial Partners, Inc. | 1.368 $ | |||||||||||
| Spurstone Advisory Services, LLC | 1.366 $ | +80 $ | +6,2 % | 1.286 $ | +45 $ | +3,6 % | 1.241 $ | +13 $ | +1,1 % | |||
| Anchor Bay Capital, Inc. | 1.195 $ | |||||||||||
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 1.122 $ | +27 $ | +2,5 % | |||||||||
| TCTC Holdings, LLC | 988 $ | |||||||||||
| Stone House Investment Management, LLC | 913 $ | |||||||||||
| Westfuller Advisors, LLC | 868 $ | +143 $ | +19,7 % | 725 $ | +109 $ | +17,7 % | 616 $ | +15 $ | +2,5 % | |||
| Bullseye Investment Management, LLC | 618 $ | |||||||||||
| Financial Gravity Companies, Inc. | 472 $ | |||||||||||
| Indiana Trust & Investment Management Co | 451 $ | |||||||||||
| JPL Wealth Management, LLC | 36 $ | +4 $ | +12,5 % | 32 $ | +3 $ | +10,3 % | ||||||
| FIRST CITIZENS INVESTOR SERVICES, INC. | 0 $ | -1.240.462 $ | -100,0 % | |||||||||
| NOMURA ASSET MANAGEMENT CO LTD | 0 $ | +0 $ | 0 $ | +0 $ | 0 $ | +0 $ | ||||||
| Gesamt | 15.122.283.625 $ | +747.714.942 $ | +69,4 % | 93.966.283.231 $ | +18.074.337.274 $ | +558,0 % | 75.810.401.774 $ | -24.136.398.354 $ | +163,3 % | 99.052.039.384 $ | +8.911.313.001 $ | +115,6 % |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.