| Fonds | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| Gesamt | 119.368.853.406 $ | -7.521.686.692 $ | +83,8 % | 239.141.455.950 $ | +31.215.726.291 $ | +155,4 % | 207.694.441.920 $ | +8.716.237.587 $ | +162,0 % | 199.307.122.086 $ | +18.881.356.103 $ | +106,8 % |
| MERCER GLOBAL ADVISORS INC /ADV | 13.267.138.207 $ | +1.972.149.176 $ | +17,5 % | 11.294.989.031 $ | +998.831.044 $ | +9,7 % | 10.296.157.987 $ | +892.758.692 $ | +9,5 % | |||
| Focus Partners Wealth | 9.928.104.949 $ | +1.174.395.710 $ | +13,4 % | 8.753.709.239 $ | +284.588.106 $ | +3,4 % | 8.469.121.133 $ | +623.692.723 $ | +7,9 % | |||
| Savant Capital, LLC | 6.904.090.007 $ | -494.002.777 $ | -6,7 % | 7.398.092.784 $ | +1.643.564.542 $ | +28,6 % | 5.754.528.242 $ | +680.802.347 $ | +13,4 % | 5.073.725.895 $ | +649.023.374 $ | +14,7 % |
| Forum Financial Management, LP | 5.481.265.311 $ | -399.976.401 $ | -6,8 % | 5.881.241.712 $ | +609.686.682 $ | +11,6 % | 5.271.555.030 $ | +56.409.031 $ | +1,1 % | 5.215.145.999 $ | +240.198.353 $ | +4,8 % |
| Corient Private Wealth LP | 1.686.473.863 $ | -891.613.842 $ | -34,6 % | 2.578.087.705 $ | -2.253.788.421 $ | -46,6 % | 4.831.876.126 $ | +3.354.554.316 $ | +227,1 % | |||
| PRUDENTIAL FINANCIAL INC | 4.470.021.951 $ | +396.972.290 $ | +9,7 % | 4.073.049.661 $ | -244.248.967 $ | -5,7 % | 4.317.298.628 $ | -442.043.375 $ | -9,3 % | |||
| Align Financial, LLC | 3.126.468 $ | -1.891.830 $ | -37,7 % | 5.018.298 $ | +643.368 $ | +14,7 % | 4.374.930 $ | -4.460.390.070 $ | -99,9 % | 4.464.765.000 $ | ||
| Creative Planning | 4.316.537.127 $ | -147.345.595 $ | -3,3 % | 4.463.882.722 $ | +620.200.346 $ | +16,1 % | 3.843.682.376 $ | +212.807.160 $ | +5,9 % | 3.630.875.216 $ | +235.859.480 $ | +6,9 % |
| ENVESTNET ASSET MANAGEMENT INC | 3.940.810.227 $ | +592.221.147 $ | +17,7 % | 3.348.589.080 $ | +919.422.947 $ | +37,8 % | 2.429.166.133 $ | +31.295.005 $ | +1,3 % | |||
| Focus Advisor Solutions, LLC | 3.874.815.534 $ | +567.412.127 $ | +17,2 % | 3.307.403.407 $ | +635.802.856 $ | +23,8 % | 2.671.600.551 $ | +198.260.044 $ | +8,0 % | |||
| Apella Capital, LLC | 2.802.123.228 $ | -4.743.691 $ | -0,2 % | 2.806.866.919 $ | +170.680.083 $ | +6,5 % | 2.636.186.836 $ | +843.258.037 $ | +47,0 % | 1.792.928.799 $ | +153.024.229 $ | +9,3 % |
| LPL Financial LLC | 2.784.125.267 $ | +63.166.438 $ | +2,3 % | 2.720.958.829 $ | +394.421.298 $ | +17,0 % | 2.326.537.531 $ | +91.244.949 $ | +4,1 % | 2.235.292.582 $ | +176.996.079 $ | +8,6 % |
| JONES FINANCIAL COMPANIES LLLP | 2.684.765.397 $ | +426.640.719 $ | +18,9 % | 2.258.124.678 $ | +514.839.944 $ | +29,5 % | 1.743.284.734 $ | +497.803.173 $ | +40,0 % | |||
| BANK OF AMERICA CORP /DE/ | 2.528.767.697 $ | +437.868.586 $ | +20,9 % | 2.090.899.111 $ | +264.084.789 $ | +14,5 % | 1.826.814.322 $ | +184.916.467 $ | +11,3 % | |||
| Index Fund Advisors, Inc. | 2.037.668.476 $ | -150.323.931 $ | -6,9 % | 2.187.992.407 $ | +254.684.776 $ | +13,2 % | 1.933.307.631 $ | +92.803.763 $ | +5,0 % | 1.840.503.868 $ | +67.768.343 $ | +3,8 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.121.693.631 $ | +246.439.118 $ | +13,1 % | 1.875.254.513 $ | +179.014.573 $ | +10,6 % | 1.696.239.940 $ | +264.377.090 $ | +18,5 % | |||
| HighTower Advisors, LLC | 2.086.397.083 $ | +186.000.528 $ | +9,8 % | 1.900.396.555 $ | -53.773.155 $ | -2,8 % | 1.954.169.710 $ | +95.128.504 $ | +5,1 % | |||
| Plancorp, LLC | 2.082.660.871 $ | +742.368 $ | +0,0 % | 2.081.918.503 $ | +248.101.237 $ | +13,5 % | 1.833.817.266 $ | +95.007.031 $ | +5,5 % | 1.738.810.235 $ | +90.565.947 $ | +5,5 % |
| MASECO LLP | 1.971.632.465 $ | +56.884.014 $ | +3,0 % | 1.914.748.451 $ | +224.449.634 $ | +13,3 % | 1.690.298.817 $ | +83.447.288 $ | +5,2 % | 1.606.851.529 $ | +86.201.064 $ | +5,7 % |
| NORTHERN TRUST CORP | 1.926.236.247 $ | +257.656.748 $ | +15,4 % | 1.668.579.499 $ | +146.451.468 $ | +9,6 % | 1.522.128.031 $ | +85.955.495 $ | +6,0 % | |||
| Root Financial Partners, LLC | 1.597.338.612 $ | -229.523.186 $ | -12,6 % | 1.826.861.798 $ | +360.628.438 $ | +24,6 % | 1.466.233.360 $ | +173.261.110 $ | +13,4 % | 1.292.972.250 $ | +216.703.066 $ | +20,1 % |
| Vise Technologies, Inc. | 1.810.331.359 $ | +46.413.540 $ | +2,6 % | 1.763.917.819 $ | +606.009.310 $ | +52,3 % | 1.157.908.509 $ | +0 $ | +0,0 % | 1.157.908.509 $ | +859.506.615 $ | +288,0 % |
| Beacon Pointe Advisors, LLC | 1.787.890.392 $ | +226.710.493 $ | +14,5 % | 1.561.179.899 $ | +80.476.504 $ | +5,4 % | 1.480.703.395 $ | +603.351.896 $ | +68,8 % | |||
| Pure Financial Advisors, LLC | 1.637.311.718 $ | +208.091.608 $ | +14,6 % | 1.429.220.110 $ | +40.317.316 $ | +2,9 % | 1.388.902.794 $ | +92.395.680 $ | +7,1 % | |||
| RAYMOND JAMES FINANCIAL INC | 1.525.118.554 $ | +221.693.223 $ | +17,0 % | 1.303.425.331 $ | +156.627.785 $ | +13,7 % | 1.146.797.546 $ | +219.302.394 $ | +23,6 % | |||
| TCI Wealth Advisors, Inc. | 1.362.939.254 $ | -123.704.193 $ | -8,3 % | 1.486.643.447 $ | +298.800.793 $ | +25,2 % | 1.187.842.654 $ | +47.961.411 $ | +4,2 % | 1.139.881.243 $ | +108.824.475 $ | +10,6 % |
| Allworth Financial LP | 1.477.575.522 $ | +112.320.678 $ | +8,2 % | 1.365.254.844 $ | -81.921.344 $ | -5,7 % | 1.447.176.188 $ | +344.360.812 $ | +31,2 % | 1.102.815.376 $ | +56.827.831 $ | +5,4 % |
| Sequoia Financial Advisors, LLC | 1.465.379.740 $ | +154.681.823 $ | +11,8 % | 1.310.697.917 $ | +33.929.601 $ | +2,7 % | 1.276.768.316 $ | +89.877.895 $ | +7,6 % | |||
| COMMONWEALTH EQUITY SERVICES, LLC | 1.032.295.102 $ | -407.077.139 $ | -28,3 % | 1.439.372.241 $ | +175.942.327 $ | +13,9 % | 1.263.429.914 $ | +112.543.119 $ | +9,8 % | 1.150.886.795 $ | -12.388.205 $ | -1,1 % |
| Truepoint, Inc. | 1.406.033.788 $ | +60.546.360 $ | +4,5 % | 1.345.487.428 $ | +59.182.347 $ | +4,6 % | 1.286.305.081 $ | +70.692.084 $ | +5,8 % | |||
| EP Wealth Advisors, LLC | 1.398.634.498 $ | +244.456.544 $ | +21,2 % | 1.154.177.954 $ | +182.368.849 $ | +18,8 % | 971.809.105 $ | |||||
| OneDigital Investment Advisors LLC | 1.352.726.094 $ | +152.766.366 $ | +12,7 % | 1.199.959.728 $ | +28.469.885 $ | +2,4 % | 1.171.489.843 $ | +111.673.727 $ | +10,5 % | |||
| Cerity Partners LLC | 1.312.415.485 $ | +270.106.988 $ | +25,9 % | 1.042.308.497 $ | +184.617.945 $ | +21,5 % | 857.690.552 $ | +57.957.650 $ | +7,2 % | |||
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 938.756.198 $ | +76.652.363 $ | +8,9 % | 862.103.835 $ | +120.657.928 $ | +16,3 % | 741.445.907 $ | -477.928.164 $ | -39,2 % | 1.219.374.071 $ | +53.527.614 $ | +4,6 % |
| Mariner, LLC | 1.154.363.052 $ | +62.727.944 $ | +5,7 % | 1.091.635.108 $ | +111.781.357 $ | +11,4 % | 979.853.751 $ | +106.019.024 $ | +12,1 % | |||
| Modera Wealth Management, LLC | 1.020.431.419 $ | -111.301.272 $ | -9,8 % | 1.131.732.691 $ | +168.370.777 $ | +17,5 % | 963.361.914 $ | +6.273.116 $ | +0,7 % | 957.088.798 $ | +7.511.900 $ | +0,8 % |
| FIRST CITIZENS BANK & TRUST CO | 1.104.141.088 $ | +500.301.434 $ | +82,9 % | 603.839.654 $ | +492.975.485 $ | +444,7 % | 110.864.169 $ | -6.634.109 $ | -5,6 % | 117.498.278 $ | +5.469.293 $ | +4,9 % |
| Greenspring Advisors, LLC | 1.007.014.107 $ | -44.867.920 $ | -4,3 % | 1.051.882.027 $ | +72.353.122 $ | +7,4 % | 979.528.905 $ | +5.807.837 $ | +0,6 % | 973.721.068 $ | +554.161.131 $ | +132,1 % |
| ASSETMARK, INC | 751.616.420 $ | -286.705.879 $ | -27,6 % | 1.038.322.299 $ | +638.204.350 $ | +159,5 % | 400.117.949 $ | +1.165.255 $ | +0,3 % | 398.952.694 $ | +5.069.276 $ | +1,3 % |
| ROYAL BANK OF CANADA | 1.032.847.000 $ | +134.693.000 $ | +15,0 % | 898.154.000 $ | +63.835.000 $ | +7,7 % | 834.319.000 $ | +44.614.000 $ | +5,6 % | |||
| Pathstone Holdings, LLC | 1.015.819.151 $ | +119.766.399 $ | +13,4 % | 896.052.752 $ | +18.506.826 $ | +2,1 % | 877.545.926 $ | +64.599.915 $ | +7,9 % | |||
| UBS Group AG | 1.015.121.238 $ | +316.622.201 $ | +45,3 % | 698.499.037 $ | +93.276.591 $ | +15,4 % | 605.222.446 $ | +40.348.825 $ | +7,1 % | |||
| PNC FINANCIAL SERVICES GROUP, INC. | 1.013.175.305 $ | +66.667.809 $ | +7,0 % | 946.507.496 $ | +62.228.499 $ | +7,0 % | 884.278.997 $ | +100.839.127 $ | +12,9 % | 783.439.870 $ | +134.164.581 $ | +20,7 % |
| Planning Center, Inc. | 998.795.881 $ | +63.190.252 $ | +6,8 % | 935.605.629 $ | +9.315.157 $ | +1,0 % | 926.290.472 $ | +23.104.719 $ | +2,6 % | |||
| Cetera Investment Advisers | 989.121.271 $ | +194.767.244 $ | +24,5 % | 794.354.027 $ | +154.606.713 $ | +24,2 % | 639.747.314 $ | +126.296.249 $ | +24,6 % | |||
| Evanson Financial, LLC | 920.424.001 $ | -67.292.616 $ | -6,8 % | 987.716.617 $ | ||||||||
| DiNuzzo Private Wealth, Inc. | 842.125.274 $ | -108.014.991 $ | -11,4 % | 950.140.265 $ | +78.352.326 $ | +9,0 % | 871.787.939 $ | +10.144.251 $ | +1,2 % | 861.643.688 $ | +33.104.766 $ | +4,0 % |
| Great Waters Wealth Management | 942.164.615 $ | +41.974.049 $ | +4,7 % | 900.190.566 $ | +113.968.394 $ | +14,5 % | 786.222.172 $ | +41.085.432 $ | +5,5 % | 745.136.740 $ | +69.920.105 $ | +10,4 % |
| AWM CAPITAL, LLC | 922.881.801 $ | +66.058.254 $ | +7,7 % | 856.823.547 $ | +127.751.592 $ | +17,5 % | 729.071.955 $ | +16.798.898 $ | +2,4 % | 712.273.057 $ | +31.159.106 $ | +4,6 % |
| Cambridge Investment Research Advisors, Inc. | 391.420.000 $ | -510.978.000 $ | -56,6 % | 902.398.000 $ | +542.833.000 $ | +151,0 % | 359.565.000 $ | +89.230.000 $ | +33,0 % | 270.335.000 $ | +17.850.000 $ | +7,1 % |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 887.455.383 $ | +60.905.908 $ | +7,4 % | 826.549.475 $ | +18.740.247 $ | +2,3 % | 807.809.228 $ | +46.150.502 $ | +6,1 % | |||
| Evanson Asset Management, LLC | 886.667.452 $ | +38.917.493 $ | +4,6 % | 847.749.959 $ | +45.621.925 $ | +5,7 % | ||||||
| First Command Advisory Services, Inc. | 786.585.550 $ | -93.843.611 $ | -10,7 % | 880.429.161 $ | +49.464.478 $ | +6,0 % | 830.964.683 $ | +588.018.256 $ | +242,0 % | 242.946.427 $ | +10.389.601 $ | +4,5 % |
| MONOGRAPH WEALTH ADVISORS, LLC | 875.064.864 $ | +119.696.901 $ | +15,8 % | 755.367.963 $ | +34.045.832 $ | +4,7 % | 721.322.131 $ | +37.625.309 $ | +5,5 % | |||
| SAX WEALTH ADVISORS, LLC | 852.706.707 $ | +109.224.795 $ | +14,7 % | 743.481.912 $ | +55.065.177 $ | +8,0 % | 688.416.735 $ | -1.548.008 $ | -0,2 % | 689.964.743 $ | +42.128.279 $ | +6,5 % |
| Asset Dedication, LLC | 842.265.831 $ | +15.044.057 $ | +1,8 % | 827.221.774 $ | +88.809.503 $ | +12,0 % | 738.412.271 $ | -31.034.154 $ | -4,0 % | 769.446.425 $ | +40.288.108 $ | +5,5 % |
| Elser Financial Planning, Inc | 747.583.584 $ | -81.913.450 $ | -9,9 % | 829.497.034 $ | +77.703.934 $ | +10,3 % | 751.793.100 $ | +711.073.981 $ | +1.746,3 % | 40.719.119 $ | +33.599.045 $ | +471,9 % |
| Farther Finance Advisors, LLC | 805.697.675 $ | +42.073.850 $ | +5,5 % | 763.623.825 $ | +75.307.864 $ | +10,9 % | 688.315.961 $ | +155.894.224 $ | +29,3 % | 532.421.737 $ | +214.381.155 $ | +67,4 % |
| Foster Group, Inc. | 710.569.324 $ | -92.258.310 $ | -11,5 % | 802.827.634 $ | +70.991.788 $ | +9,7 % | 731.835.846 $ | +2.049.225 $ | +0,3 % | 729.786.621 $ | +18.169.367 $ | +2,6 % |
| Symmetry Partners, LLC | 704.239.560 $ | -79.499.580 $ | -10,1 % | 783.739.140 $ | +64.837.852 $ | +9,0 % | 718.901.288 $ | +15.493.470 $ | +2,2 % | 703.407.818 $ | +428.737.491 $ | +156,1 % |
| Rockwood Wealth Management, LLC | 770.560.175 $ | +12.351.085 $ | +1,6 % | 758.209.090 $ | +99.782.351 $ | +15,2 % | 658.426.739 $ | +25.266.190 $ | +4,0 % | 633.160.549 $ | +47.922.183 $ | +8,2 % |
| PARK AVENUE SECURITIES LLC | 652.637.000 $ | -116.025.000 $ | -15,1 % | 768.662.000 $ | +228.278.000 $ | +42,2 % | 540.384.000 $ | -21.379.000 $ | -3,8 % | 561.763.000 $ | +28.044.000 $ | +5,3 % |
| JMG Financial Group, Ltd. | 747.167.746 $ | +96.278.708 $ | +14,8 % | 650.889.038 $ | +74.696.498 $ | +13,0 % | 576.192.540 $ | +34.582.577 $ | +6,4 % | |||
| Geometric Wealth Advisors | 731.209.771 $ | +100.231.206 $ | +15,9 % | 630.978.565 $ | +11.085.642 $ | +1,8 % | 619.892.923 $ | +23.628.180 $ | +4,0 % | |||
| MATHER GROUP, LLC. | 456.559.169 $ | -254.515.678 $ | -35,8 % | 711.074.847 $ | +25.523.926 $ | +3,7 % | 685.550.921 $ | +23.945.207 $ | +3,6 % | 661.605.714 $ | +27.260.608 $ | +4,3 % |
| Vestmark Advisory Solutions, Inc. | 682.696.193 $ | +43.481.702 $ | +6,8 % | 639.214.491 $ | +70.202.319 $ | +12,3 % | 569.012.172 $ | +36.809.373 $ | +6,9 % | |||
| COLDSTREAM CAPITAL MANAGEMENT INC | 375.529.131 $ | -307.144.114 $ | -45,0 % | 682.673.245 $ | +32.733.834 $ | +5,0 % | 649.939.411 $ | +29.699.523 $ | +4,8 % | |||
| OSAIC HOLDINGS, INC. | 674.900.913 $ | +241.792.721 $ | +55,8 % | 433.108.192 $ | -89.541.937 $ | -17,1 % | 522.650.129 $ | +42.853.753 $ | +8,9 % | |||
| Beaird Harris Wealth Management, LLC | 673.562.533 $ | +32.916.083 $ | +5,1 % | 640.646.450 $ | +3.194.666 $ | +0,5 % | 637.451.784 $ | +22.492.698 $ | +3,7 % | |||
| Wealthspire Advisors, LLC | 656.801.868 $ | +113.455.688 $ | +20,9 % | 543.346.180 $ | -9.767.520 $ | -1,8 % | 553.113.700 $ | +1.864.770 $ | +0,3 % | |||
| Betterment LLC | 643.672.000 $ | +74.872.000 $ | +13,2 % | 568.800.000 $ | +20.378.000 $ | +3,7 % | 548.422.000 $ | +31.669.000 $ | +6,1 % | |||
| Envestnet Portfolio Solutions, Inc. | 632.921.539 $ | +498.260.594 $ | +370,0 % | 134.660.945 $ | -8.512.229 $ | -5,9 % | 143.173.174 $ | +5.616.242 $ | +4,1 % | |||
| BANK OF MONTREAL /CAN/ | 625.932.591 $ | +86.675.061 $ | +16,1 % | 539.257.530 $ | +55.841.718 $ | +11,6 % | 483.415.812 $ | +35.399.640 $ | +7,9 % | |||
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 565.240.077 $ | -44.714.230 $ | -7,3 % | 609.954.307 $ | +17.079.787 $ | +2,9 % | 592.874.520 $ | -20.877.970 $ | -3,4 % | 613.752.490 $ | +52.285.598 $ | +9,3 % |
| Matson Money. Inc. | 613.495.401 $ | +26.058.241 $ | +4,4 % | 587.437.160 $ | +23.981.995 $ | +4,3 % | 563.455.165 $ | +8.356.771 $ | +1,5 % | 555.098.394 $ | +18.050.520 $ | +3,4 % |
| Kestra Investment Management, LLC | 453.047.771 $ | +4.797.447 $ | +1,1 % | 448.250.324 $ | -161.951.601 $ | -26,5 % | 610.201.925 $ | +231.136.167 $ | +61,0 % | 379.065.758 $ | +28.695.162 $ | +8,2 % |
| SJS Investment Consulting Inc. | 604.810.540 $ | +21.764.747 $ | +3,7 % | 583.045.793 $ | +51.116.855 $ | +9,6 % | 531.928.938 $ | +8.560.017 $ | +1,6 % | 523.368.921 $ | +24.563.481 $ | +4,9 % |
| FACTORY MUTUAL INSURANCE CO | 582.906.103 $ | -20.230.921 $ | -3,4 % | 603.137.024 $ | +248.245.822 $ | +69,9 % | 354.891.202 $ | +4.417.175 $ | +1,3 % | 350.474.027 $ | +5.581.277 $ | +1,6 % |
| Rather & Kittrell, Inc. | 601.347.592 $ | +59.485.567 $ | +11,0 % | 541.862.025 $ | +26.165.569 $ | +5,1 % | 515.696.456 $ | +45.881.991 $ | +9,8 % | |||
| Premier Financial Group | 428.666.213 $ | -152.034.513 $ | -26,2 % | 580.700.726 $ | +203.840.666 $ | +54,1 % | 376.860.060 $ | +9.810.502 $ | +2,7 % | |||
| BRIGHTON JONES LLC | 498.292.853 $ | -82.264.302 $ | -14,2 % | 580.557.155 $ | +103.628.655 $ | +21,7 % | 476.928.500 $ | +30.374.733 $ | +6,8 % | 446.553.767 $ | +18.488.809 $ | +4,3 % |
| JFS WEALTH ADVISORS, LLC | 577.855.696 $ | +5.244.181 $ | +0,9 % | 572.611.515 $ | +89.239.699 $ | +18,5 % | 483.371.816 $ | +11.029.947 $ | +2,3 % | 472.341.869 $ | +36.608.883 $ | +8,4 % |
| WPWealth LLP | 561.766.968 $ | +16.477.558 $ | +3,0 % | 545.289.410 $ | +16.341.799 $ | +3,1 % | 528.947.611 $ | +28.443.350 $ | +5,7 % | |||
| HBK Sorce Advisory LLC | 509.815.635 $ | -50.527.023 $ | -9,0 % | 560.342.658 $ | +24.705.564 $ | +4,6 % | 535.637.094 $ | +39.980.450 $ | +8,1 % | 495.656.644 $ | +145.959.990 $ | +41,7 % |
| Willow Creek Wealth Management Inc. | 539.055.814 $ | -18.606.035 $ | -3,3 % | 557.661.849 $ | +105.205.285 $ | +23,3 % | ||||||
| Annex Advisory Services, LLC | 552.174.619 $ | +57.020.384 $ | +11,5 % | 495.154.235 $ | +87.708.168 $ | +21,5 % | 407.446.067 $ | +186.298.426 $ | +84,2 % | 221.147.641 $ | +139.258.794 $ | +170,1 % |
| JPMORGAN CHASE & CO | 551.099.226 $ | +90.028.882 $ | +19,5 % | 461.070.344 $ | +52.409.257 $ | +12,8 % | 408.661.087 $ | -365.578.291 $ | -47,2 % | |||
| HB Wealth Management, LLC | 548.546.995 $ | +209.207.087 $ | +61,7 % | 339.339.908 $ | +77.374.070 $ | +29,5 % | 261.965.838 $ | -468.566 $ | -0,2 % | 262.434.404 $ | +17.162.592 $ | +7,0 % |
| Smartleaf Asset Management LLC | 541.514.874 $ | +65.149.082 $ | +13,7 % | 476.365.792 $ | +38.678.565 $ | +8,8 % | 437.687.227 $ | +397.943.899 $ | +1.001,3 % | |||
| Zhang Financial LLC | 536.303.050 $ | +77.353.222 $ | +16,9 % | 458.949.828 $ | +1.663.821 $ | +0,4 % | 457.286.007 $ | +25.086.383 $ | +5,8 % | |||
| Sageworth Trust Co | 499.018.410 $ | -19.557.929 $ | -3,8 % | 518.576.339 $ | +49.613.510 $ | +10,6 % | 468.962.829 $ | +3.174.244 $ | +0,7 % | 465.788.585 $ | +330.359.800 $ | +243,9 % |
| GeoWealth Management, LLC | 514.082.487 $ | +47.424.319 $ | +10,2 % | 466.658.168 $ | +13.790.640 $ | +3,0 % | 452.867.528 $ | +19.748.059 $ | +4,6 % | |||
| RW Investment Management LLC | 386.148.281 $ | -118.065.677 $ | -23,4 % | 504.213.958 $ | +42.253.777 $ | +9,1 % | 461.960.181 $ | +26.762.054 $ | +6,1 % | |||
| NATIXIS ADVISORS, LLC | 500.078.000 $ | +90.489.000 $ | +22,1 % | 409.589.000 $ | +76.990.000 $ | +23,1 % | 332.599.000 $ | +69.311.000 $ | +26,3 % | |||
| EARNED WEALTH ADVISORS, LLC | 495.232.118 $ | +1.557.630 $ | +0,3 % | 493.674.488 $ | +59.016.541 $ | +13,6 % | 434.657.947 $ | +38.758.830 $ | +9,8 % | 395.899.117 $ | +209.024.288 $ | +111,9 % |
| Kestra Advisory Services, LLC | 490.965.827 $ | +50.531.844 $ | +11,5 % | 440.433.983 $ | +69.042.068 $ | +18,6 % | 371.391.915 $ | +46.489.578 $ | +14,3 % | 324.902.337 $ | +29.390.516 $ | +9,9 % |
| SYM FINANCIAL Corp | 477.622.432 $ | +40.502.741 $ | +9,3 % | 437.119.691 $ | +175.075.603 $ | +66,8 % | 262.044.088 $ | +2.262.066 $ | +0,9 % | 259.782.022 $ | +8.871.831 $ | +3,5 % |
| Chicago Partners Investment Group LLC | 418.809.481 $ | -57.027.271 $ | -12,0 % | 475.836.752 $ | +27.443.716 $ | +6,1 % | 448.393.036 $ | +21.808.095 $ | +5,1 % | 426.584.941 $ | +20.991.553 $ | +5,2 % |
| Petersen Hastings Wealth Advisors Inc. | 352.758.391 $ | -122.456.596 $ | -25,8 % | 475.214.987 $ | +39.121.911 $ | +9,0 % | 436.093.076 $ | +11.318.490 $ | +2,7 % | 424.774.586 $ | ||
| Baird Financial Group, Inc. | 474.794.170 $ | +81.829.025 $ | +20,8 % | 392.965.145 $ | +21.450.260 $ | +5,8 % | 371.514.885 $ | +26.272.611 $ | +7,6 % | |||
| von Borstel & Associates, Inc. | 472.842.000 $ | +49.344.000 $ | +11,7 % | 423.498.000 $ | +10.552.000 $ | +2,6 % | 412.946.000 $ | +9.778.000 $ | +2,4 % | |||
| Integrity Advisory Solutions, LLC | 285.550.638 $ | -183.454.596 $ | -39,1 % | 469.005.234 $ | +78.972.801 $ | +20,2 % | 390.032.433 $ | +42.156.779 $ | +12,1 % | 347.875.654 $ | +41.205.322 $ | +13,4 % |
| JANE STREET GROUP, LLC | 413.097.851 $ | -51.345.883 $ | -11,1 % | 464.443.734 $ | +229.701.036 $ | +97,9 % | 234.742.698 $ | +24.532.694 $ | +11,7 % | |||
| Parkwoods Wealth Partners, LLC | 457.732.739 $ | +121.865.522 $ | +36,3 % | 335.867.217 $ | +60.395.850 $ | +21,9 % | 275.471.367 $ | +35.217.655 $ | +14,7 % | |||
| Stratos Investment Management, LLC | 447.192.888 $ | +48.300.065 $ | +12,1 % | 398.892.823 $ | +5.963.127 $ | +1,5 % | 392.929.696 $ | +18.873.505 $ | +5,0 % | |||
| Integrated Wealth Concepts LLC | 445.227.444 $ | +48.544.536 $ | +12,2 % | 396.682.908 $ | +69.340.518 $ | +21,2 % | 327.342.390 $ | -16.146.932 $ | -4,7 % | |||
| GREAT OAK CAPITAL PARTNERS, LLC | 441.991.116 $ | +32.511.947 $ | +7,9 % | 409.479.169 $ | +29.630.792 $ | +7,8 % | 379.848.377 $ | +18.379.345 $ | +5,1 % | |||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 420.838.549 $ | -20.509.780 $ | -4,6 % | 441.348.329 $ | +54.160.727 $ | +14,0 % | 387.187.602 $ | +18.001.390 $ | +4,9 % | 369.186.212 $ | +21.836.397 $ | +6,3 % |
| Triune Financial Partners, LLC | 436.782.142 $ | +10.229.926 $ | +2,4 % | 426.552.216 $ | +55.589.076 $ | +15,0 % | 370.963.140 $ | -6.598.299 $ | -1,7 % | 377.561.439 $ | +27.462.693 $ | +7,8 % |
| Financial Plan, Inc. | 436.589.134 $ | +45.204.766 $ | +11,5 % | 391.384.368 $ | +23.968.330 $ | +6,5 % | 367.416.038 $ | |||||
| Clearstead Advisors, LLC | 291.986.600 $ | -42.224.913 $ | -12,6 % | 334.211.513 $ | -99.872.709 $ | -23,0 % | 434.084.222 $ | +318.719.111 $ | +276,3 % | 115.365.111 $ | +6.195.954 $ | +5,7 % |
| Financial Engines Advisors L.L.C. | 428.190.594 $ | +54.615.888 $ | +14,6 % | 373.574.706 $ | +4.719.202 $ | +1,3 % | 368.855.504 $ | +461.800 $ | +0,1 % | |||
| Nicht ausgewiesen | 425.611.579 $ | +49.842.380 $ | +13,3 % | 375.769.199 $ | +41.286.292 $ | +12,3 % | 334.482.907 $ | +28.284.707 $ | +9,2 % | |||
| United Wealth Management, LLC | 339.927.423 $ | -81.068.730 $ | -19,3 % | 420.996.153 $ | +42.043.514 $ | +11,1 % | 378.952.639 $ | +16.015.695 $ | +4,4 % | 362.936.944 $ | +17.023.479 $ | +4,9 % |
| Quantum Financial Advisors, LLC | 338.641.007 $ | -82.180.839 $ | -19,5 % | 420.821.846 $ | +47.735.096 $ | +12,8 % | 373.086.750 $ | +36.500.088 $ | +10,8 % | 336.586.662 $ | +8.725.042 $ | +2,7 % |
| MAI Capital Management | 420.269.494 $ | +301.060.920 $ | +252,5 % | 119.208.574 $ | +10.626.955 $ | +9,8 % | 108.581.619 $ | +3.804.645 $ | +3,6 % | |||
| Henrickson Nauta Wealth Advisors, Inc. | 253.179.512 $ | +31.818.973 $ | +14,4 % | 221.360.539 $ | -198.899.852 $ | -47,3 % | 420.260.391 $ | +243.368.790 $ | +137,6 % | |||
| EXENCIAL WEALTH ADVISORS, LLC | 417.028.867 $ | +91.854.691 $ | +28,2 % | 325.174.176 $ | +52.095.725 $ | +19,1 % | ||||||
| LRI Investments, LLC | 411.463.690 $ | +54.253.304 $ | +15,2 % | 357.210.386 $ | +28.569.286 $ | +8,7 % | 328.641.100 $ | +18.876.848 $ | +6,1 % | |||
| Three Arch Wealth Management LLC | 381.255.412 $ | -29.196.438 $ | -7,1 % | 410.451.850 $ | +52.993.174 $ | +14,8 % | 357.458.676 $ | +8.954.014 $ | +2,6 % | 348.504.662 $ | ||
| SC&H Financial Advisors, Inc. | 378.012.024 $ | -30.903.603 $ | -7,6 % | 408.915.627 $ | +49.370.819 $ | +13,7 % | 359.544.808 $ | +14.341.380 $ | +4,2 % | 345.203.428 $ | +25.528.882 $ | +8,0 % |
| Private Advisor Group, LLC | 400.699.644 $ | +56.054.176 $ | +16,3 % | 344.645.468 $ | +17.231.369 $ | +5,3 % | 327.414.099 $ | +33.966.792 $ | +11,6 % | |||
| Merit Financial Group, LLC | 399.934.215 $ | +259.227.111 $ | +184,2 % | 140.707.104 $ | +15.663.472 $ | +12,5 % | 125.043.632 $ | +74.693.100 $ | +148,3 % | 50.350.532 $ | -20.112.836 $ | -28,5 % |
| Retirement Solution LLC | 325.857.586 $ | +145.795.401 $ | +81,0 % | 180.062.185 $ | -205.672.898 $ | -53,3 % | 385.735.083 $ | -12.544.854 $ | -3,1 % | 398.279.937 $ | +14.157.637 $ | +3,7 % |
| Austin Asset Management Co Inc | 378.479.282 $ | -15.950.959 $ | -4,0 % | 394.430.241 $ | +44.399.388 $ | +12,7 % | 350.030.853 $ | -4.041.059 $ | -1,1 % | 354.071.912 $ | +7.228.469 $ | +2,1 % |
| CARDIFF PARK ADVISORS, LLC | 392.042.147 $ | +42.056.810 $ | +12,0 % | 349.985.337 $ | -8.997.816 $ | -2,5 % | 358.983.153 $ | -6.274.920 $ | -1,7 % | |||
| KEB ASSET MANAGEMENT, LLC | 390.375.184 $ | +58.105.026 $ | +17,5 % | 332.270.158 $ | +14.899.454 $ | +4,7 % | 317.370.704 $ | +25.062.088 $ | +8,6 % | |||
| Wealth Management Nebraska | 388.537.235 $ | +5.712.678 $ | +1,5 % | 382.824.557 $ | +55.170.442 $ | +16,8 % | 327.654.115 $ | +28.395.767 $ | +9,5 % | 299.258.348 $ | +27.042.407 $ | +9,9 % |
| Ruedi Wealth Management, Inc. | 386.363.281 $ | +34.866.689 $ | +9,9 % | 351.496.592 $ | +6.352.673 $ | +1,8 % | 345.143.919 $ | +21.807.020 $ | +6,7 % | |||
| TFO Wealth Partners, LLC | 376.780.469 $ | +107.670.504 $ | +40,0 % | 269.109.965 $ | +29.634.818 $ | +12,4 % | 239.475.147 $ | +20.531.842 $ | +9,4 % | |||
| DecisionPoint Financial, LLC | 376.139.153 $ | +1.668.893 $ | +0,4 % | 374.470.260 $ | +58.368.996 $ | +18,5 % | 316.101.264 $ | +8.665.402 $ | +2,8 % | 307.435.862 $ | +21.393.282 $ | +7,5 % |
| Forvis Mazars Wealth Advisors, LLC | 321.861.153 $ | -48.798.020 $ | -13,2 % | 370.659.173 $ | +30.681.030 $ | +9,0 % | 339.978.143 $ | +1.597.312 $ | +0,5 % | 338.380.831 $ | +23.260.214 $ | +7,4 % |
| AQR CAPITAL MANAGEMENT LLC | 368.529.952 $ | +111.410.667 $ | +43,3 % | 257.119.285 $ | +78.361.920 $ | +43,8 % | 178.757.365 $ | +42.967.699 $ | +31,6 % | |||
| Privatperson | 311.911.638 $ | -55.550.656 $ | -15,1 % | 367.462.294 $ | +58.599.133 $ | +19,0 % | 308.863.161 $ | +6.294.987 $ | +2,1 % | 302.568.174 $ | +19.151.358 $ | +6,8 % |
| INTEGRITY ALLIANCE, LLC. | 202.807.017 $ | -162.793.985 $ | -44,5 % | 365.601.002 $ | +27.175.271 $ | +8,0 % | 338.425.731 $ | +10.852.652 $ | +3,3 % | 327.573.079 $ | +32.419.897 $ | +11,0 % |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 166.255.949 $ | -196.161.914 $ | -54,1 % | 362.417.863 $ | +23.715.652 $ | +7,0 % | 338.702.211 $ | +4.751.615 $ | +1,4 % | 333.950.596 $ | +7.436.272 $ | +2,3 % |
| RAM Investment Partners, LLC | 301.086.512 $ | -59.555.278 $ | -16,5 % | 360.641.790 $ | +34.863.328 $ | +10,7 % | 325.778.462 $ | +12.111.373 $ | +3,9 % | 313.667.089 $ | +21.050.346 $ | +7,2 % |
| Trust Co of the South | 338.368.123 $ | -22.205.661 $ | -6,2 % | 360.573.784 $ | +38.763.234 $ | +12,0 % | 321.810.550 $ | +6.658.332 $ | +2,1 % | 315.152.218 $ | +9.837.803 $ | +3,2 % |
| TRUIST FINANCIAL CORP | 359.663.785 $ | -197.848 $ | -0,1 % | 359.861.633 $ | +63.993.642 $ | +21,6 % | 295.867.991 $ | +14.206.336 $ | +5,0 % | 281.661.655 $ | +20.824.144 $ | +8,0 % |
| Abacus Wealth Partners, LLC | 355.753.048 $ | +1.786.098 $ | +0,5 % | 353.966.950 $ | +12.089.899 $ | +3,5 % | 341.877.051 $ | +13.425.091 $ | +4,1 % | 328.451.960 $ | +6.170.163 $ | +1,9 % |
| Confluence Wealth Services, Inc. | 276.973.651 $ | -75.804.011 $ | -21,5 % | 352.777.662 $ | +76.235.477 $ | +27,6 % | 276.542.185 $ | +17.985.050 $ | +7,0 % | 258.557.135 $ | +23.776.377 $ | +10,1 % |
| CHOREO, LLC | 308.114.256 $ | -43.768.247 $ | -12,4 % | 351.882.503 $ | +60.806.557 $ | +20,9 % | 291.075.946 $ | +32.163.217 $ | +12,4 % | 258.912.729 $ | +14.612.628 $ | +6,0 % |
| Moisand Fitzgerald Tamayo, LLC | 303.509.684 $ | -39.361.982 $ | -11,5 % | 342.871.666 $ | +33.733.119 $ | +10,9 % | 309.138.547 $ | +7.769.490 $ | +2,6 % | 301.369.057 $ | +12.123.980 $ | +4,2 % |
| Summit Financial Strategies, Inc. | 338.962.588 $ | +21.815.069 $ | +6,9 % | 317.147.519 $ | +31.723.940 $ | +11,1 % | 285.423.579 $ | +21.647.739 $ | +8,2 % | 263.775.840 $ | +20.461.722 $ | +8,4 % |
| Core Wealth Management, Inc. | 312.153.512 $ | -26.221.313 $ | -7,7 % | 338.374.825 $ | +28.004.932 $ | +9,0 % | 310.369.893 $ | +6.052.731 $ | +2,0 % | 304.317.162 $ | +8.337.640 $ | +2,8 % |
| Heritage Investment Group, Inc. | 320.564.725 $ | -14.466.166 $ | -4,3 % | 335.030.891 $ | +40.318.243 $ | +13,7 % | 294.712.648 $ | +2.105.941 $ | +0,7 % | 292.606.707 $ | +12.381.777 $ | +4,4 % |
| Aspen Capital Management, LLC | 333.817.078 $ | +51.637.737 $ | +18,3 % | 282.179.341 $ | +14.486.285 $ | +5,4 % | 267.693.056 $ | +17.570.171 $ | +7,0 % | |||
| Altiora Financial Group, LLC | 309.885.395 $ | -20.889.378 $ | -6,3 % | 330.774.773 $ | +27.085.658 $ | +8,9 % | 303.689.115 $ | -3.432.101 $ | -1,1 % | 307.121.216 $ | +3.995.006 $ | +1,3 % |
| Capstone Financial Advisors, Inc. | 328.488.700 $ | +36.788.735 $ | +12,6 % | 291.699.965 $ | +266.338 $ | +0,1 % | 291.433.627 $ | +12.344.787 $ | +4,4 % | |||
| AE Wealth Management LLC | 328.236.401 $ | +37.797.417 $ | +13,0 % | 290.438.984 $ | +11.226.361 $ | +4,0 % | 279.212.623 $ | -5.244.352 $ | -1,8 % | |||
| NewEdge Advisors, LLC | 326.701.737 $ | +38.456.852 $ | +13,3 % | 288.244.885 $ | -6.905.800 $ | -2,3 % | 295.150.685 $ | -49.231.104 $ | -14,3 % | |||
| Syverson Strege & Co | 304.475.732 $ | -17.842.167 $ | -5,5 % | 322.317.899 $ | +26.494.090 $ | +9,0 % | 295.823.809 $ | -4.781.943 $ | -1,6 % | 300.605.752 $ | +4.078.400 $ | +1,4 % |
| RITHOLTZ WEALTH MANAGEMENT | 171.579.560 $ | -148.713.326 $ | -46,4 % | 320.292.886 $ | +42.424.673 $ | +15,3 % | 277.868.213 $ | +28.912.715 $ | +11,6 % | 248.955.498 $ | +21.316.223 $ | +9,4 % |
| Sensible Money, LLC | 319.939.227 $ | +12.221.694 $ | +4,0 % | 307.717.533 $ | +35.416.326 $ | +13,0 % | 272.301.207 $ | +20.206.872 $ | +8,0 % | 252.094.335 $ | +16.567.365 $ | +7,0 % |
| RVW Wealth, LLC | 311.063.985 $ | -7.977.429 $ | -2,5 % | 319.041.414 $ | +47.224.464 $ | +17,4 % | 271.816.950 $ | -1.872.035 $ | -0,7 % | 273.688.985 $ | +7.297.187 $ | +2,7 % |
| Prudent Man Investment Management, Inc. | 318.871.373 $ | +50.618.959 $ | +18,9 % | 268.252.414 $ | -3.936.590 $ | -1,4 % | 272.189.004 $ | -106.076 $ | -0,0 % | 272.295.080 $ | +109.028.277 $ | +66,8 % |
| Bernicke Wealth Management, Ltd. | 156.665.039 $ | -162.202.278 $ | -50,9 % | 318.867.317 $ | +36.799.220 $ | +13,0 % | 282.068.097 $ | +3.803.947 $ | +1,4 % | 278.264.150 $ | ||
| CWM, LLC | 314.735.757 $ | +35.713.757 $ | +12,8 % | 279.022.000 $ | +209.144.000 $ | +299,3 % | ||||||
| Tillman Hartley LLC | 314.414.805 $ | +7.417.257 $ | +2,4 % | 306.997.548 $ | +35.829.816 $ | +13,2 % | 271.167.732 $ | +4.593.592 $ | +1,7 % | 266.574.140 $ | +9.109.036 $ | +3,5 % |
| Guardian Wealth Management, LLC | 305.956.097 $ | -4.604.235 $ | -1,5 % | 310.560.332 $ | +27.231.622 $ | +9,6 % | 283.328.710 $ | +11.110.795 $ | +4,1 % | 272.217.915 $ | ||
| Tencap Wealth Coaching, LLC | 310.537.849 $ | +44.835.838 $ | +16,9 % | 265.702.011 $ | +1.479.796 $ | +0,6 % | 264.222.215 $ | |||||
| Rockbridge Investment Management, LCC | 309.817.573 $ | +39.741.128 $ | +14,7 % | 270.076.445 $ | +10.871.027 $ | +4,2 % | 259.205.418 $ | +17.341.717 $ | +7,2 % | |||
| ALERUS FINANCIAL NA | 308.326.530 $ | +22.400.841 $ | +7,8 % | 285.925.689 $ | +9.901.934 $ | +3,6 % | 276.023.755 $ | +13.017.691 $ | +4,9 % | |||
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 307.655.025 $ | +48.240.851 $ | +18,6 % | 259.414.174 $ | +13.961.762 $ | +5,7 % | 245.452.412 $ | +4.951.384 $ | +2,1 % | |||
| MISSION WEALTH MANAGEMENT, LP | 272.505.330 $ | -30.187.053 $ | -10,0 % | 302.692.383 $ | +87.147.310 $ | +40,4 % | 215.545.073 $ | +37.004.238 $ | +20,7 % | 178.540.835 $ | +28.757.277 $ | +19,2 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 137.336.001 $ | -160.269.433 $ | -53,9 % | 297.605.434 $ | +24.264.329 $ | +8,9 % | 273.341.105 $ | -1.752.754 $ | -0,6 % | 275.093.859 $ | -118.196.942 $ | -30,1 % |
| MML INVESTORS SERVICES, LLC | 295.239.125 $ | +59.582.706 $ | +25,3 % | 235.656.419 $ | -9.557.750 $ | -3,9 % | 245.214.169 $ | +19.862.022 $ | +8,8 % | |||
| Timonier Family Office, LTD. | 217.322.083 $ | -75.478.903 $ | -25,8 % | 292.800.986 $ | +34.824.876 $ | +13,5 % | 257.976.110 $ | +10.213.170 $ | +4,1 % | |||
| CAPTRUST FINANCIAL ADVISORS | 292.600.756 $ | +4.007.093 $ | +1,4 % | 288.593.663 $ | +2.619.362 $ | +0,9 % | 285.974.301 $ | +84.049.470 $ | +41,6 % | |||
| Hill Investment Group Partners, LLC | 280.076.383 $ | +10.476.697 $ | +3,9 % | 269.599.686 $ | -13.820.242 $ | -4,9 % | 283.419.928 $ | +4.656.156 $ | +1,7 % | |||
| Leading Edge Financial Planning LLC | 250.456.748 $ | -28.380.400 $ | -10,2 % | 278.837.148 $ | +40.376.318 $ | +16,9 % | 238.460.830 $ | +19.966.006 $ | +9,1 % | 218.494.824 $ | +21.528.497 $ | +10,9 % |
| Kooman & Associates | 266.851.851 $ | -43.298 $ | -0,0 % | 266.895.149 $ | -9.699.951 $ | -3,5 % | 276.595.100 $ | +129.914 $ | +0,0 % | 276.465.186 $ | +12.570.510 $ | +4,8 % |
| Discipline Wealth Solutions, LLC | 242.910.620 $ | -33.481.906 $ | -12,1 % | 276.392.526 $ | +43.003.399 $ | +18,4 % | 233.389.127 $ | +86.569.576 $ | +59,0 % | 146.819.551 $ | +55.080.943 $ | +60,0 % |
| Mattern Wealth Management LLC | 260.899.673 $ | -14.050.899 $ | -5,1 % | 274.950.572 $ | +28.957.330 $ | +11,8 % | 245.993.242 $ | +3.268.643 $ | +1,3 % | 242.724.599 $ | +11.596.208 $ | +5,0 % |
| RS CRUM INC. | 272.105.596 $ | +522.168 $ | +0,2 % | 271.583.428 $ | +32.953.680 $ | +13,8 % | 238.629.748 $ | +3.694.965 $ | +1,6 % | 234.934.783 $ | +8.891.774 $ | +3,9 % |
| Heritage Financial Services, LLC | 270.807.388 $ | +3.661.318 $ | +1,4 % | |||||||||
| Creative Capital Management Investments LLC | 195.985.772 $ | -72.261.395 $ | -26,9 % | 268.247.167 $ | +44.001.718 $ | +19,6 % | 224.245.449 $ | +13.468.632 $ | +6,4 % | 210.776.817 $ | +12.451.606 $ | +6,3 % |
| HFM Investment Advisors, LLC | 267.165.828 $ | +23.916.097 $ | +9,8 % | 243.249.731 $ | +5.043.913 $ | +2,1 % | 238.205.818 $ | +6.493.070 $ | +2,8 % | |||
| True Link Financial Advisors, LLC | 248.823.204 $ | -16.991.035 $ | -6,4 % | 265.814.239 $ | +10.371.696 $ | +4,1 % | 255.442.543 $ | +25.474.433 $ | +11,1 % | 229.968.110 $ | +31.436.019 $ | +15,8 % |
| Onyx Financial Advisors, LLC | 253.076.520 $ | -12.272.179 $ | -4,6 % | 265.348.699 $ | +35.184.009 $ | +15,3 % | 230.164.690 $ | +5.514.196 $ | +2,5 % | 224.650.494 $ | +11.093.923 $ | +5,2 % |
| Strathmore Capital Advisors, Inc. | 263.366.174 $ | +19.162.619 $ | +7,8 % | 244.203.555 $ | +23.783.112 $ | +10,8 % | 220.420.443 $ | +52.548.392 $ | +31,3 % | |||
| Team Hewins, LLC | 262.639.440 $ | +18.583.098 $ | +7,6 % | 244.056.342 $ | +18.980.990 $ | +8,4 % | 225.075.352 $ | +10.303.368 $ | +4,8 % | |||
| Parkshore Wealth Management, Inc. | 262.600.169 $ | +27.172.057 $ | +11,5 % | 235.428.112 $ | +36.732.577 $ | +18,5 % | 198.695.535 $ | +28.455.052 $ | +16,7 % | 170.240.483 $ | +16.365.008 $ | +10,6 % |
| Arista Wealth Management, LLC | 183.041.915 $ | -78.641.057 $ | -30,1 % | 261.682.972 $ | +31.708.390 $ | +13,8 % | 229.974.582 $ | +2.929.673 $ | +1,3 % | 227.044.909 $ | +13.595.896 $ | +6,4 % |
| Verisail Partners, LLC | 259.643.427 $ | -1.602.626 $ | -0,6 % | 261.246.053 $ | +22.219.318 $ | +9,3 % | 239.026.735 $ | +3.031.288 $ | +1,3 % | 235.995.447 $ | +7.388.049 $ | +3,2 % |
| CLARIS ADVISORS, LLC / MO / | 257.125.607 $ | +29.194.114 $ | +12,8 % | 227.931.493 $ | +2.437.046 $ | +1,1 % | 225.494.447 $ | +28.086.789 $ | +14,2 % | |||
| Wealth Advisors Northwest LLC | 215.291.145 $ | -40.614.842 $ | -15,9 % | 255.905.987 $ | +47.536.979 $ | +22,8 % | 208.369.008 $ | +15.342.670 $ | +7,9 % | 193.026.338 $ | +19.888.490 $ | +11,5 % |
| Millburn Ridgefield LLC /DE/ | 214.272.915 $ | -41.569.889 $ | -16,2 % | 255.842.804 $ | +28.538.761 $ | +12,6 % | 227.304.043 $ | +23.289.161 $ | +11,4 % | 204.014.882 $ | +3.066.777 $ | +1,5 % |
| Catalyst Capital Advisors LLC | 214.272.915 $ | -41.569.889 $ | -16,2 % | 255.842.804 $ | +28.538.761 $ | +12,6 % | 227.304.043 $ | +23.289.161 $ | +11,4 % | 204.014.882 $ | +3.066.777 $ | +1,5 % |
| Aquire Wealth Advisors, LLC | 254.704.653 $ | +9.642.950 $ | +3,9 % | 245.061.703 $ | +39.862.769 $ | +19,4 % | 205.198.934 $ | -624.892 $ | -0,3 % | 205.823.826 $ | -9.010.322 $ | -4,2 % |
| Aspen Wealth Management LLC | 244.996.418 $ | -9.106.341 $ | -3,6 % | 254.102.759 $ | +39.859.967 $ | +18,6 % | 214.242.792 $ | +10.864.229 $ | +5,3 % | 203.378.563 $ | +9.557.019 $ | +4,9 % |
| G2 CAPITAL MANAGEMENT, LLC / OH | 236.915.231 $ | -15.929.994 $ | -6,3 % | 252.845.225 $ | +36.041.602 $ | +16,6 % | 216.803.623 $ | -4.185.334 $ | -1,9 % | 220.988.957 $ | +10.403.597 $ | +4,9 % |
| EVOKE WEALTH, LLC | 249.625.779 $ | +17.997.742 $ | +7,8 % | 231.628.037 $ | +39.138.394 $ | +20,3 % | ||||||
| Grunden Financial Advisory, Inc. | 243.100.417 $ | +9.258.533 $ | +4,0 % | |||||||||
| Acropolis Investment Management, LLC | 240.547.519 $ | +3.367.498 $ | +1,4 % | 237.180.021 $ | +29.587.585 $ | +14,3 % | 207.592.436 $ | +26.949.098 $ | +14,9 % | 180.643.338 $ | +124.601.545 $ | +222,3 % |
| LEGACY FINANCIAL GROUP, INC. | 211.217.009 $ | -28.310.651 $ | -11,8 % | 239.527.660 $ | +23.620.323 $ | +10,9 % | 215.907.337 $ | +3.629.932 $ | +1,7 % | 212.277.405 $ | +9.635.255 $ | +4,8 % |
| BCU Wealth Advisors, LLC | 239.439.128 $ | +8.554.808 $ | +3,7 % | 230.884.320 $ | +23.959.716 $ | +11,6 % | 206.924.604 $ | +6.009.203 $ | +3,0 % | 200.915.401 $ | +12.702.003 $ | +6,7 % |
| Foundry Financial LLC | 239.341.598 $ | +8.140.044 $ | +3,5 % | 231.201.554 $ | +43.770.951 $ | +23,4 % | 187.430.603 $ | +34.897.525 $ | +22,9 % | 152.533.078 $ | ||
| Private Wealth Management Group, LLC | 235.960.198 $ | +656.332 $ | +0,3 % | 235.303.866 $ | +24.873.640 $ | +11,8 % | 210.430.226 $ | +6.427.022 $ | +3,2 % | 204.003.204 $ | +10.197.909 $ | +5,3 % |
| ARK & TLK INVESTMENTS, LLC | 233.676.092 $ | +5.074.595 $ | +2,2 % | 228.601.497 $ | +26.229.116 $ | +13,0 % | 202.372.381 $ | +4.200.027 $ | +2,1 % | 198.172.354 $ | +18.368.206 $ | +10,2 % |
| CURIO WEALTH, LLC | 232.834.437 $ | +27.024.845 $ | +13,1 % | 205.809.592 $ | +11.870.939 $ | +6,1 % | 193.938.653 $ | +25.526.115 $ | +15,2 % | |||
| New Capital Management LP | 230.097.906 $ | -1.523.109 $ | -0,7 % | 231.621.015 $ | +25.109.148 $ | +12,2 % | 206.511.867 $ | -2.427.098 $ | -1,2 % | 208.938.965 $ | +6.110.204 $ | +3,0 % |
| Arax Advisory Partners | 231.319.723 $ | +114.498.483 $ | +98,0 % | 116.821.240 $ | -61.450.517 $ | -34,5 % | 178.271.757 $ | -52.859.198 $ | -22,9 % | |||
| FIFTH THIRD BANCORP | 165.787.921 $ | -65.507.865 $ | -28,3 % | 231.295.786 $ | +11.066.565 $ | +5,0 % | 220.229.221 $ | +213.252.192 $ | +3.056,5 % | 6.977.029 $ | +1.884.907 $ | +37,0 % |
| MARS JEWETT FINANCIAL GROUP, INC. | 231.130.184 $ | +36.444.028 $ | +18,7 % | 194.686.156 $ | -12.578.460 $ | -6,1 % | 207.264.616 $ | |||||
| LIBERTY WEALTH MANAGEMENT LLC | 226.610.945 $ | +0 $ | +0,0 % | 226.610.945 $ | -3.516.770 $ | -1,5 % | 230.127.715 $ | +45.343.385 $ | +24,5 % | |||
| HARBOUR INVESTMENTS, INC. | 229.311.590 $ | +28.181.001 $ | +14,0 % | 201.130.589 $ | +112.221.133 $ | +126,2 % | 88.909.456 $ | +82.292.509 $ | +1.243,7 % | |||
| McGlone Suttner Wealth Management, Inc. | 229.055.384 $ | +1.553.638 $ | +0,7 % | 227.501.746 $ | +26.550.834 $ | +13,2 % | 200.950.912 $ | +396.173 $ | +0,2 % | 200.554.739 $ | +9.019.036 $ | +4,7 % |
| Equitable Holdings, Inc. | 228.795.356 $ | +33.097.842 $ | +16,9 % | 195.697.514 $ | +11.438.033 $ | +6,2 % | 184.259.481 $ | +17.815.483 $ | +10,7 % | |||
| Dynamic Advisor Solutions LLC | 209.468.544 $ | -18.692.399 $ | -8,2 % | 228.160.943 $ | +15.824.458 $ | +7,5 % | 212.336.485 $ | +4.751.887 $ | +2,3 % | 207.584.598 $ | -69.293.458 $ | -25,0 % |
| BetterWealth, LLC | 221.777.699 $ | -6.273.140 $ | -2,8 % | 228.050.839 $ | +23.609.172 $ | +11,5 % | 204.441.667 $ | +1.393.270 $ | +0,7 % | 203.048.397 $ | +7.277.878 $ | +3,7 % |
| Krilogy Financial LLC | 178.440.855 $ | -48.439.912 $ | -21,4 % | 226.880.767 $ | +952.852 $ | +0,4 % | 225.927.915 $ | +7.998.584 $ | +3,7 % | 217.929.331 $ | +17.615.472 $ | +8,8 % |
| Financial Symmetry Inc | 226.455.698 $ | +4.868.300 $ | +2,2 % | 221.587.398 $ | +13.758.635 $ | +6,6 % | 207.828.763 $ | +28.233.839 $ | +15,7 % | 179.594.924 $ | +15.311.818 $ | +9,3 % |
| Factor Wealth Management LTD | 193.736.264 $ | -30.581.435 $ | -13,6 % | 224.317.699 $ | +51.816.981 $ | +30,0 % | 172.500.718 $ | +30.660.283 $ | +21,6 % | 141.840.435 $ | +19.411.186 $ | +15,9 % |
| STIFEL FINANCIAL CORP | 223.571.753 $ | +23.182.158 $ | +11,6 % | 200.389.595 $ | +8.684.077 $ | +4,5 % | 191.705.518 $ | +13.039.779 $ | +7,3 % | |||
| AdvisorNet Financial, Inc | 195.158.040 $ | -27.438.519 $ | -12,3 % | 222.596.559 $ | +20.541.048 $ | +10,2 % | 202.055.511 $ | +10.932.432 $ | +5,7 % | 191.123.079 $ | +7.485.378 $ | +4,1 % |
| RFG Advisory, LLC | 174.974.130 $ | -46.922.119 $ | -21,1 % | 221.896.249 $ | +20.233.564 $ | +10,0 % | 201.662.685 $ | -662.534 $ | -0,3 % | 202.325.219 $ | +10.482.298 $ | +5,5 % |
| EnRich Financial Partners LLC | 214.398.237 $ | -4.600.516 $ | -2,1 % | 218.998.753 $ | +16.177.452 $ | +8,0 % | 202.821.301 $ | +5.963.324 $ | +3,0 % | 196.857.977 $ | +8.655.192 $ | +4,6 % |
| ShankerValleau Wealth Advisors, Inc. | 217.179.784 $ | -256.572 $ | -0,1 % | 217.436.356 $ | +17.260.716 $ | +8,6 % | 200.175.640 $ | +2.108.283 $ | +1,1 % | 198.067.357 $ | +4.737.776 $ | +2,5 % |
| Porter White Investment Advisors, Inc. | 116.549.928 $ | -100.379.814 $ | -46,3 % | 216.929.742 $ | +4.091.195 $ | +1,9 % | 212.838.547 $ | +2.274.430 $ | +1,1 % | 210.564.117 $ | +8.784.523 $ | +4,4 % |
| Eaton-Cambridge Inc. | 215.007.761 $ | +24.592.619 $ | +12,9 % | 190.415.142 $ | +21.170.452 $ | +12,5 % | 169.244.690 $ | +7.227.264 $ | +4,5 % | |||
| MASTER'S WEALTH MANAGEMENT INC. | 199.123.002 $ | -15.077.048 $ | -7,0 % | 214.200.050 $ | +25.414.439 $ | +13,5 % | 188.785.611 $ | +3.906.989 $ | +2,1 % | 184.878.622 $ | -20.253.641 $ | -9,9 % |
| Sterling Wealth Management, Inc. | 172.801.652 $ | -41.270.469 $ | -19,3 % | 214.072.121 $ | +16.766.849 $ | +8,5 % | 197.305.272 $ | +12.013.623 $ | +6,5 % | 185.291.649 $ | +18.937.098 $ | +11,4 % |
| Warburton Capital Management, LLC | 213.402.885 $ | +4.666.885 $ | +2,2 % | 208.736.000 $ | +34.574.000 $ | +19,9 % | 174.162.000 $ | +26.564.000 $ | +18,0 % | 147.598.000 $ | +9.941.000 $ | +7,2 % |
| Pioneer Wealth Management Group | 209.787.169 $ | -3.471.745 $ | -1,6 % | 213.258.914 $ | +32.230.980 $ | +17,8 % | 181.027.934 $ | +10.764.405 $ | +6,3 % | 170.263.529 $ | +30.946.050 $ | +22,2 % |
| Babb Wealth Advisors LLC | 212.102.529 $ | +6.995.760 $ | +3,4 % | 205.106.769 $ | +24.262.597 $ | +13,4 % | 180.844.172 $ | +5.834.532 $ | +3,3 % | 175.009.640 $ | +24.215.264 $ | +16,1 % |
| Spinnaker Investment Group, LLC | 210.299.349 $ | -434.917 $ | -0,2 % | 210.734.266 $ | +47.779.765 $ | +29,3 % | 162.954.501 $ | -13.630.591 $ | -7,7 % | 176.585.092 $ | +6.145.349 $ | +3,6 % |
| Conrad Siegel Investment Advisors, Inc. | 208.504.189 $ | -1.909.423 $ | -0,9 % | 210.413.612 $ | +28.473.687 $ | +15,7 % | 181.939.925 $ | +8.351.131 $ | +4,8 % | 173.588.794 $ | +7.747.205 $ | +4,7 % |
| Financial Harvest, LLC | 176.613.547 $ | -31.754.742 $ | -15,2 % | 208.368.289 $ | +64.327.287 $ | +44,7 % | 144.041.002 $ | +10.428.327 $ | +7,8 % | 133.612.675 $ | +10.452.820 $ | +8,5 % |
| COMERICA BANK | 208.020.276 $ | +3.514.196 $ | +1,7 % | |||||||||
| GLENMEDE TRUST CO NA | 207.774.777 $ | +29.850.406 $ | +16,8 % | 177.924.371 $ | +9.166.590 $ | +5,4 % | 168.757.781 $ | |||||
| McKinley Carter Wealth Services, Inc. | 207.530.374 $ | +30.470.810 $ | +17,2 % | 177.059.564 $ | +17.952.752 $ | +11,3 % | 159.106.812 $ | +116.021.840 $ | +269,3 % | 43.084.972 $ | +30.138.703 $ | +232,8 % |
| Orion Porfolio Solutions, LLC | 170.719.513 $ | +18.218.696 $ | +11,9 % | 152.500.817 $ | -54.033.295 $ | -26,2 % | 206.534.112 $ | +26.232.474 $ | +14,5 % | |||
| Heritage Wealth Management, Inc./Texas | 190.699.262 $ | -14.744.703 $ | -7,2 % | 205.443.965 $ | +21.572.121 $ | +11,7 % | 183.871.844 $ | +2.709.208 $ | +1,5 % | 181.162.636 $ | +5.639.307 $ | +3,2 % |
| Savvy Advisors, Inc. | 204.014.381 $ | +38.501.338 $ | +23,3 % | 165.513.043 $ | +39.595.999 $ | +31,4 % | 125.917.044 $ | +20.429.839 $ | +19,4 % | |||
| Efficient Advisors, LLC | 127.598.719 $ | -75.807.459 $ | -37,3 % | 203.406.178 $ | -24.758.784 $ | -10,9 % | ||||||
| Alpha Financial Advisors, LLC | 203.166.747 $ | +8.924.899 $ | +4,6 % | 194.241.848 $ | +4.510.004 $ | +2,4 % | 189.731.844 $ | +17.860.506 $ | +10,4 % | |||
| BAKER BOYER NATIONAL BANK | 202.383.807 $ | +1.170.290 $ | +0,6 % | 201.213.517 $ | +28.147.158 $ | +16,3 % | 173.066.359 $ | +4.533.049 $ | +2,7 % | 168.533.310 $ | +6.686.306 $ | +4,1 % |
| VESTIA PERSONAL WEALTH ADVISORS | 161.460.606 $ | -40.003.057 $ | -19,9 % | 201.463.663 $ | +34.956.851 $ | +21,0 % | 166.506.812 $ | +14.399.842 $ | +9,5 % | 152.106.970 $ | +22.322.400 $ | +17,2 % |
| Meridian Wealth Partners, LLC | 200.238.254 $ | +23.180.684 $ | +13,1 % | 177.057.570 $ | -5.704.545 $ | -3,1 % | 182.762.115 $ | -4.152.998 $ | -2,2 % | |||
| Bridgewater Advisors Inc. | 186.017.007 $ | -13.869.844 $ | -6,9 % | 199.886.851 $ | +4.550.586 $ | +2,3 % | 195.336.265 $ | +9.869.943 $ | +5,3 % | |||
| Johnson Wealth Management, LLC | 199.760.049 $ | +23.875.996 $ | +13,6 % | 175.884.053 $ | +6.917.278 $ | +4,1 % | 168.966.775 $ | +18.420.824 $ | +12,2 % | |||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 199.620.030 $ | +27.696.109 $ | +16,1 % | 171.923.921 $ | +8.247.672 $ | +5,0 % | 163.676.249 $ | +96.232.466 $ | +142,7 % | |||
| NORTHWEST WEALTH MANAGEMENT, LLC | 193.797.385 $ | -4.843.719 $ | -2,4 % | 198.641.104 $ | +23.297.930 $ | +13,3 % | 175.343.174 $ | +10.481.490 $ | +6,4 % | 164.861.684 $ | +10.768.333 $ | +7,0 % |
| Citrine Capital LLC | 198.540.526 $ | +6.101.976 $ | +3,2 % | 192.438.550 $ | +32.687.785 $ | +20,5 % | 159.750.765 $ | +14.897.766 $ | +10,3 % | 144.852.999 $ | +3.646.896 $ | +2,6 % |
| Austin Wealth Management, LLC | 133.446.597 $ | -193.396 $ | -0,1 % | 133.639.993 $ | +11.514.293 $ | +9,4 % | 122.125.700 $ | -76.209.532 $ | -38,4 % | 198.335.232 $ | +12.635.679 $ | +6,8 % |
| True Wealth Design, LLC | 162.519.030 $ | -35.756.985 $ | -18,0 % | 198.276.015 $ | +30.502.695 $ | +18,2 % | 167.773.320 $ | +3.995.846 $ | +2,4 % | 163.777.474 $ | +1.610.165 $ | +1,0 % |
| Perigon Wealth Management, LLC | 174.734.378 $ | -22.571.460 $ | -11,4 % | 197.305.838 $ | +32.156.996 $ | +19,5 % | 165.148.842 $ | |||||
| B&D White Capital Company, LLC | 120.288.910 $ | -75.625.438 $ | -38,6 % | 195.914.348 $ | +43.296.804 $ | +28,4 % | 152.617.544 $ | +29.696.967 $ | +24,2 % | 122.920.577 $ | +21.435.686 $ | +21,1 % |
| Your Advocates Ltd., LLP | 193.621.065 $ | -1.098.097 $ | -0,6 % | 194.719.162 $ | +18.620.561 $ | +10,6 % | 176.098.601 $ | +8.890.509 $ | +5,3 % | 167.208.092 $ | +4.317.833 $ | +2,7 % |
| One Degree Advisors Inc | 193.904.640 $ | +6.647.640 $ | +3,6 % | 187.257.000 $ | +21.326.000 $ | +12,9 % | 165.931.000 $ | +9.473.000 $ | +6,1 % | 156.458.000 $ | +17.050.000 $ | +12,2 % |
| BAYSHORE ASSET MANAGEMENT, LLC | 189.906.270 $ | -3.457.245 $ | -1,8 % | 193.363.515 $ | +17.202.440 $ | +9,8 % | 176.161.075 $ | +4.150.937 $ | +2,4 % | 172.010.138 $ | +8.766.849 $ | +5,4 % |
| M Holdings Securities, Inc. | 75.214.000 $ | -51.918.000 $ | -40,8 % | 127.132.000 $ | -64.970.000 $ | -33,8 % | 192.102.000 $ | +25.299.000 $ | +15,2 % | 166.803.000 $ | +107.569.000 $ | +181,6 % |
| DIXON FNANCIAL SERVICES, INC. | 189.262.767 $ | -2.724.880 $ | -1,4 % | 191.987.647 $ | +17.282.330 $ | +9,9 % | 174.705.317 $ | +2.245.064 $ | +1,3 % | 172.460.253 $ | +5.540.979 $ | +3,3 % |
| Indivisible Partners | 190.223.155 $ | +165.981.261 $ | +684,7 % | 24.241.894 $ | +3.977.956 $ | +19,6 % | 20.263.938 $ | +1.874.446 $ | +10,2 % | 18.389.492 $ | ||
| Apollon Wealth Management, LLC | 189.996.469 $ | +29.535.220 $ | +18,4 % | 160.461.249 $ | +66.987.277 $ | +71,7 % | 93.473.972 $ | +3.827.447 $ | +4,3 % | 89.646.525 $ | +1.554.826 $ | +1,8 % |
| Aprio Wealth Management, LLC | 59.583.521 $ | -129.106.059 $ | -68,4 % | 188.689.580 $ | +8.524.667 $ | +4,7 % | 180.164.913 $ | +684.537 $ | +0,4 % | 179.480.376 $ | +10.564.084 $ | +6,3 % |
| FMB WEALTH MANAGEMENT | 188.559.977 $ | +20.244.377 $ | +12,0 % | 168.315.600 $ | +1.329.986 $ | +0,8 % | 166.985.614 $ | +9.356.356 $ | +5,9 % | |||
| Quantinno Capital Management LP | 188.282.163 $ | +62.828.284 $ | +50,1 % | 125.453.879 $ | +26.476.623 $ | +26,8 % | 98.977.256 $ | +40.601.821 $ | +69,6 % | |||
| Rachor Investment Advisory Services, LLC | 186.759.301 $ | -1.319.215 $ | -0,7 % | 188.078.516 $ | +11.852.915 $ | +6,7 % | 176.225.601 $ | +2.363.067 $ | +1,4 % | 173.862.534 $ | ||
| Wescott Financial Advisory Group, LLC | 188.033.028 $ | +16.587.619 $ | +9,7 % | 171.445.409 $ | +1.583.079 $ | +0,9 % | 169.862.330 $ | +4.673.172 $ | +2,8 % | |||
| Diversified Portfolios, Inc. | 185.846.656 $ | -1.893.507 $ | -1,0 % | 187.740.163 $ | +17.798.338 $ | +10,5 % | 169.941.825 $ | +17.748.505 $ | +11,7 % | 152.193.320 $ | +8.691.125 $ | +6,1 % |
| ECLECTIC ASSOCIATES INC /ADV | 187.635.080 $ | +16.778.502 $ | +9,8 % | 170.856.578 $ | +30.938.058 $ | +22,1 % | 139.918.520 $ | +26.342.247 $ | +23,2 % | 113.576.273 $ | +28.512.762 $ | +33,5 % |
| FIDUCIARY FINANCIAL GROUP, LLC | 127.986.577 $ | -59.022.113 $ | -31,6 % | 187.008.690 $ | +31.502.829 $ | +20,3 % | 155.505.861 $ | +7.893.655 $ | +5,3 % | 147.612.206 $ | +13.069.784 $ | +9,7 % |
| Squire Investment Management Company, LLC | 180.437.345 $ | -5.944.460 $ | -3,2 % | 186.381.805 $ | +24.059.915 $ | +14,8 % | 162.321.890 $ | +11.111.446 $ | +7,3 % | 151.210.444 $ | +7.310.553 $ | +5,1 % |
| Morton Capital Management LLC/CA | 173.591.911 $ | -8.981.141 $ | -4,9 % | 182.573.052 $ | +24.104.093 $ | +15,2 % | 158.468.959 $ | +9.213.851 $ | +6,2 % | 149.255.108 $ | +10.654.306 $ | +7,7 % |
| 55 North Private Wealth, LLC | 182.557.567 $ | +889.202 $ | +0,5 % | 181.668.365 $ | +34.973.444 $ | +23,8 % | 146.694.921 $ | +466.065 $ | +0,3 % | 146.228.856 $ | ||
| VANCE WEALTH, LLC | 182.435.386 $ | +23.278.048 $ | +14,6 % | 159.157.338 $ | +7.988.519 $ | +5,3 % | 151.168.819 $ | +11.199.145 $ | +8,0 % | |||
| MONETA GROUP INVESTMENT ADVISORS LLC | 182.054.464 $ | +24.116.220 $ | +15,3 % | 157.938.244 $ | +6.303.724 $ | +4,2 % | 151.634.520 $ | +9.193.398 $ | +6,5 % | |||
| Wealth Architects, LLC | 180.985.470 $ | +12.865.543 $ | +7,7 % | 168.119.927 $ | +22.664.450 $ | +15,6 % | 145.455.477 $ | +10.080.732 $ | +7,4 % | 135.374.745 $ | +13.376.870 $ | +11,0 % |
| McLean Asset Management Corp | 166.592.242 $ | -14.342.622 $ | -7,9 % | 180.934.864 $ | +22.743.715 $ | +14,4 % | 158.191.149 $ | -876.420 $ | -0,6 % | 159.067.569 $ | +13.419.693 $ | +9,2 % |
| Straight Path Wealth Management | 180.186.001 $ | +126.210 $ | +0,1 % | 180.059.791 $ | +21.649.710 $ | +13,7 % | 158.410.081 $ | +11.440.743 $ | +7,8 % | 146.969.338 $ | +10.308.263 $ | +7,5 % |
| Mills Wealth Advisors LLC | 161.832.627 $ | -18.157.181 $ | -10,1 % | 179.989.808 $ | +24.724.504 $ | +15,9 % | 155.265.304 $ | +18.751.630 $ | +13,7 % | 136.513.674 $ | +10.218.642 $ | +8,1 % |
| Disciplined Equity Management, Inc. | 177.142.520 $ | -1.731.590 $ | -1,0 % | 178.874.110 $ | +26.523.709 $ | +17,4 % | 152.350.401 $ | +1.733.227 $ | +1,2 % | 150.617.174 $ | +9.249.956 $ | +6,5 % |
| Tassel Capital Management, Inc. | 150.389.168 $ | -27.952.207 $ | -15,7 % | 178.341.375 $ | +20.126.814 $ | +12,7 % | 158.214.561 $ | +5.545.770 $ | +3,6 % | 152.668.791 $ | +8.964.942 $ | +6,2 % |
| LVZ, Inc. | 144.143.506 $ | -33.245.016 $ | -18,7 % | 177.388.522 $ | +15.434.513 $ | +9,5 % | 161.954.009 $ | +507.011 $ | +0,3 % | 161.446.998 $ | +7.964.522 $ | +5,2 % |
| D.A. DAVIDSON & CO. | 175.707.653 $ | +1.210.180 $ | +0,7 % | 174.497.473 $ | +19.137.415 $ | +12,3 % | 155.360.058 $ | +5.681.481 $ | +3,8 % | 149.678.577 $ | +14.390.375 $ | +10,6 % |
| Tumwater Wealth Management, LLC | 174.436.451 $ | +16.657.850 $ | +10,6 % | 157.778.601 $ | +4.624.993 $ | +3,0 % | 153.153.608 $ | +17.633.384 $ | +13,0 % | |||
| XY Planning Network, Inc. | 170.977.733 $ | -2.563.911 $ | -1,5 % | 173.541.644 $ | +35.218.137 $ | +25,5 % | 138.323.507 $ | +5.425.136 $ | +4,1 % | 132.898.371 $ | +60.277.673 $ | +83,0 % |
| Vantage Point Financial LLC | 172.498.143 $ | +20.624.507 $ | +13,6 % | 151.873.636 $ | -706.714 $ | -0,5 % | 152.580.350 $ | +8.902.677 $ | +6,2 % | |||
| FINANCIAL CONSULATE, INC | 80.285.536 $ | -91.142.389 $ | -53,2 % | 171.427.925 $ | +23.797.577 $ | +16,1 % | 147.630.348 $ | +1.912.053 $ | +1,3 % | 145.718.295 $ | +4.216.504 $ | +3,0 % |
| Stordahl Capital Management, Inc. | 131.751.477 $ | -38.942.502 $ | -22,8 % | 170.693.979 $ | +18.573.823 $ | +12,2 % | 152.120.156 $ | +1.465.352 $ | +1,0 % | 150.654.804 $ | +4.360.035 $ | +3,0 % |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 159.582.205 $ | -10.355.741 $ | -6,1 % | 169.937.946 $ | +18.514.404 $ | +12,2 % | 151.423.542 $ | -3.936.633 $ | -2,5 % | 155.360.175 $ | +1.711.463 $ | +1,1 % |
| WorthPointe, LLC | 169.882.598 $ | +17.361.249 $ | +11,4 % | 152.521.349 $ | +2.781.552 $ | +1,9 % | 149.739.797 $ | +33.290.193 $ | +28,6 % | |||
| Wealthquest Corp | 98.321.154 $ | -71.228.782 $ | -42,0 % | 169.549.936 $ | +85.327.309 $ | +101,3 % | 84.222.627 $ | -3.089.150 $ | -3,5 % | |||
| Woodward Financial Advisors, Inc. | 121.862.397 $ | -47.295.137 $ | -28,0 % | 169.157.534 $ | +21.821.410 $ | +14,8 % | 147.336.124 $ | -1.269.199 $ | -0,9 % | 148.605.323 $ | +4.807.899 $ | +3,3 % |
| Hurlow Wealth Management Group, Inc. | 168.280.611 $ | -744.547 $ | -0,4 % | 169.025.158 $ | +27.788.993 $ | +19,7 % | 141.236.165 $ | +10.089.218 $ | +7,7 % | 131.146.947 $ | +14.604.498 $ | +12,5 % |
| Burk Holdings LLC | 148.400.673 $ | -20.356.420 $ | -12,1 % | 168.757.093 $ | +24.547.124 $ | +17,0 % | 144.209.969 $ | +10.198.341 $ | +7,6 % | 134.011.628 $ | +14.264.420 $ | +11,9 % |
| Safeguard Investment Advisory Group, LLC | 166.976.321 $ | +12.281.148 $ | +7,9 % | 154.695.173 $ | -11.520.759 $ | -6,9 % | 166.215.932 $ | -4.150.543 $ | -2,4 % | |||
| Freedom Investment Management, Inc. | 157.325.487 $ | +11.092.153 $ | +7,6 % | 146.233.334 $ | -19.260.471 $ | -11,6 % | 165.493.805 $ | -4.618.680 $ | -2,7 % | |||
| Shearwater Capital LLC | 161.223.337 $ | -3.686.989 $ | -2,2 % | 164.910.326 $ | +16.804.192 $ | +11,3 % | 148.106.134 $ | +4.477.595 $ | +3,1 % | 143.628.539 $ | +4.546.943 $ | +3,3 % |
| Physician Wealth Solutions Inc. | 146.066.281 $ | -18.687.530 $ | -11,3 % | 164.753.811 $ | +13.397.192 $ | +8,9 % | 151.356.619 $ | -150.922 $ | -0,1 % | 151.507.541 $ | +4.896.444 $ | +3,3 % |
| McMill Wealth Management | 157.502.384 $ | -5.918.479 $ | -3,6 % | 163.420.863 $ | +17.962.861 $ | +12,3 % | 145.458.002 $ | +36.398.922 $ | +33,4 % | 109.059.080 $ | -8.561.971 $ | -7,3 % |
| Advisory Alpha, LLC | 162.665.028 $ | +24.548.603 $ | +17,8 % | 138.116.425 $ | +8.877.711 $ | +6,9 % | 129.238.714 $ | +8.678.303 $ | +7,2 % | |||
| WNY Asset Management, LLC | 162.373.360 $ | +35.932.089 $ | +28,4 % | 126.441.271 $ | -21.957.207 $ | -14,8 % | ||||||
| BIP Wealth, LLC | 161.242.632 $ | +2.232.520 $ | +1,4 % | 159.010.112 $ | +102.075.048 $ | +179,3 % | 56.935.064 $ | +14.991.657 $ | +35,7 % | 41.943.407 $ | +10.849.821 $ | +34,9 % |
| Cambridge Financial Group, LLC | 160.284.803 $ | -539.880 $ | -0,3 % | 160.824.683 $ | +20.257.697 $ | +14,4 % | 140.566.986 $ | +24.081.219 $ | +20,7 % | 116.485.767 $ | -13.009.269 $ | -10,0 % |
| SACHEM HILL LLC | 154.660.427 $ | -5.826.544 $ | -3,6 % | 160.486.971 $ | +12.784.071 $ | +8,7 % | 147.702.900 $ | +5.780.625 $ | +4,1 % | 141.922.275 $ | +6.953.207 $ | +5,2 % |
| Pillar Financial Advisors, LLC | 150.758.723 $ | -7.970.287 $ | -5,0 % | 158.729.010 $ | +18.832.915 $ | +13,5 % | 139.896.095 $ | +5.724.950 $ | +4,3 % | 134.171.145 $ | +6.595.787 $ | +5,2 % |
| Graves Light Lenhart Wealth, Inc. | 158.727.309 $ | +5.599.840 $ | +3,7 % | 153.127.469 $ | +20.534.552 $ | +15,5 % | 132.592.917 $ | +16.350.691 $ | +14,1 % | 116.242.226 $ | +21.611.114 $ | +22,8 % |
| One Capital Management, LLC | 157.848.657 $ | +0 $ | +0,0 % | 157.848.657 $ | +34.478.197 $ | +27,9 % | 123.370.460 $ | +12.716.086 $ | +11,5 % | |||
| Sterling Wealth Advisors Inc | 157.833.553 $ | +7.973.178 $ | +5,3 % | 149.860.375 $ | +7.565.250 $ | +5,3 % | 142.295.125 $ | +7.854.036 $ | +5,8 % | |||
| WELLS FARGO & COMPANY/MN | 157.031.357 $ | +55.620.434 $ | +54,8 % | 101.410.923 $ | +21.345.330 $ | +26,7 % | 80.065.593 $ | +14.598.337 $ | +22,3 % | |||
| Flagstone Financial Management | 156.779.137 $ | +2.475.312 $ | +1,6 % | 154.303.825 $ | +22.025.499 $ | +16,7 % | 132.278.326 $ | -960.805 $ | -0,7 % | 133.239.131 $ | +2.550.436 $ | +2,0 % |
| BCO Wealth Management LLC | 123.928.237 $ | -31.414.975 $ | -20,2 % | 155.343.212 $ | +15.174.626 $ | +10,8 % | 140.168.586 $ | +1.892.226 $ | +1,4 % | 138.276.360 $ | +11.179.864 $ | +8,8 % |
| PINNEY & SCOFIELD, INC. | 153.813.784 $ | +13.199.658 $ | +9,4 % | 140.614.126 $ | +8.732.810 $ | +6,6 % | 131.881.316 $ | +11.124.428 $ | +9,2 % | |||
| Alesco Advisors, LLC, An ESL Co | 152.860.563 $ | +20.964.005 $ | +15,9 % | 131.896.558 $ | -925.449 $ | -0,7 % | 132.822.007 $ | +5.858.349 $ | +4,6 % | |||
| American Investment Services, Inc. | 152.102.766 $ | +17.342.157 $ | +12,9 % | 134.760.609 $ | +5.126.603 $ | +4,0 % | 129.634.006 $ | +11.353.563 $ | +9,6 % | |||
| SATOVSKY ASSET MANAGEMENT LLC | 152.089.023 $ | +15.715.002 $ | +11,5 % | 136.374.021 $ | +22.720.729 $ | +20,0 % | 113.653.292 $ | +3.657.899 $ | +3,3 % | |||
| WASHINGTON TRUST BANK | 144.974.146 $ | -5.723.878 $ | -3,8 % | 150.698.024 $ | +11.359.363 $ | +8,2 % | 139.338.661 $ | +2.854.928 $ | +2,1 % | 136.483.733 $ | +5.788.515 $ | +4,4 % |
| Annandale Capital, LLC | 149.879.000 $ | +20.780.000 $ | +16,1 % | 129.099.000 $ | +2.117.000 $ | +1,7 % | 126.982.000 $ | +125.871.508 $ | +11.334,8 % | |||
| Glassman Wealth Services | 149.825.170 $ | +17.971.539 $ | +13,6 % | 131.853.631 $ | +4.415.192 $ | +3,5 % | 127.438.439 $ | +7.050.537 $ | +5,9 % | |||
| Lutz Financial Services LLC | 127.188.172 $ | -22.552.761 $ | -15,1 % | 149.740.933 $ | +19.168.021 $ | +14,7 % | 130.572.912 $ | +2.403.651 $ | +1,9 % | 128.169.261 $ | +12.944.664 $ | +11,2 % |
| HILL ISLAND FINANCIAL LLC | 132.206.742 $ | -15.564.077 $ | -10,5 % | 147.770.819 $ | -1.608.363 $ | -1,1 % | 149.379.182 $ | +2.259.321 $ | +1,5 % | 147.119.861 $ | +9.906.584 $ | +7,2 % |
| Diversify Advisory Services, LLC | 144.937.912 $ | -4.039.342 $ | -2,7 % | 148.977.254 $ | +128.031.415 $ | +611,2 % | 20.945.839 $ | +17.647.304 $ | +535,0 % | |||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 144.937.912 $ | -4.039.342 $ | -2,7 % | 148.977.254 $ | +9.853.820 $ | +7,1 % | 139.123.434 $ | +26.894.186 $ | +24,0 % | 112.229.248 $ | +3.367.496 $ | +3,1 % |
| Vestment Financial LLC | 144.409.967 $ | -3.913.272 $ | -2,6 % | 148.323.239 $ | +6.671.079 $ | +4,7 % | 141.652.160 $ | +11.731.685 $ | +9,0 % | 129.920.475 $ | +10.509.441 $ | +8,8 % |
| DOPKINS WEALTH MANAGEMENT, LLC | 147.642.295 $ | +12.442.569 $ | +9,2 % | 135.199.726 $ | -4.470.713 $ | -3,2 % | 139.670.439 $ | +6.402.485 $ | +4,8 % | |||
| Live Oak Private Wealth LLC | 146.983.209 $ | +35.836.605 $ | +32,2 % | 111.146.604 $ | +49.778.480 $ | +81,1 % | 61.368.124 $ | +10.115.358 $ | +19,7 % | 51.252.766 $ | +3.682.705 $ | +7,7 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 146.781.000 $ | +73.977.000 $ | +101,6 % | 72.804.000 $ | +25.305.000 $ | +53,3 % | 47.499.000 $ | -75.656.000 $ | -61,4 % | 123.155.000 $ | +74.846.000 $ | +154,9 % |
| Concurrent Investment Advisors, LLC | 127.361.598 $ | -19.413.465 $ | -13,2 % | 146.775.063 $ | +18.734.248 $ | +14,6 % | 128.040.815 $ | +104.611.120 $ | +446,5 % | 23.429.695 $ | +11.493.604 $ | +96,3 % |
| CAPSTONE CAPITAL LLC | 146.380.496 $ | +1.790.697 $ | +1,2 % | 144.589.799 $ | +17.259.478 $ | +13,6 % | 127.330.321 $ | +962.548 $ | +0,8 % | 126.367.773 $ | +5.939.465 $ | +4,9 % |
| Applied Capital LLC | 146.082.626 $ | +17.820.219 $ | +13,9 % | 128.262.407 $ | +5.761.382 $ | +4,7 % | 122.501.025 $ | +4.567.477 $ | +3,9 % | |||
| Strategic Investment Solutions, Inc. /IL | 145.760.099 $ | +18.229.590 $ | +14,3 % | 127.530.509 $ | +1.437.629 $ | +1,1 % | 126.092.880 $ | -4.746.994 $ | -3,6 % | |||
| Meritas Wealth Management, LLC | 145.464.029 $ | +3.997.539 $ | +2,8 % | 141.466.490 $ | +17.256.705 $ | +13,9 % | 124.209.785 $ | +6.953.637 $ | +5,9 % | 117.256.148 $ | +3.473.771 $ | +3,1 % |
| Lauterbach Financial Advisors, LLC | 141.410.671 $ | -3.230.451 $ | -2,2 % | 144.641.122 $ | +14.269.418 $ | +10,9 % | 130.371.704 $ | -84.372 $ | -0,1 % | 130.456.076 $ | +4.823.128 $ | +3,8 % |
| TCP Asset Management, LLC | 136.390.713 $ | -8.112.360 $ | -5,6 % | 144.503.073 $ | +18.042.225 $ | +14,3 % | 126.460.848 $ | -1.790.853 $ | -1,4 % | 128.251.701 $ | +6.410.921 $ | +5,3 % |
| F/m Investments LLC | 144.073.705 $ | +15.893.785 $ | +12,4 % | 128.179.920 $ | ||||||||
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 143.914.951 $ | +11.494.743 $ | +8,7 % | 132.420.208 $ | +131.775.755 $ | +20.447,7 % | 644.453 $ | |||||
| Essential Planning, LLC. | 134.890.737 $ | -8.413.974 $ | -5,9 % | 143.304.711 $ | +19.884.679 $ | +16,1 % | 123.420.032 $ | +5.639.712 $ | +4,8 % | 117.780.320 $ | +9.405.872 $ | +8,7 % |
| Midwest Trust Co | 135.530.998 $ | -6.608.514 $ | -4,6 % | 142.139.512 $ | +16.909.264 $ | +13,5 % | 125.230.248 $ | +3.213.974 $ | +2,6 % | 122.016.274 $ | +10.425.728 $ | +9,3 % |
| MORGAN STANLEY | 141.874.253 $ | +12.368.023 $ | +9,6 % | 129.506.230 $ | +6.665.278 $ | +5,4 % | 122.840.952 $ | -5.486.146 $ | -4,3 % | |||
| Cannon Financial Strategists, Inc. | 141.742.717 $ | +640.889 $ | +0,5 % | 141.101.828 $ | +12.301.115 $ | +9,6 % | 128.800.713 $ | +6.010.675 $ | +4,9 % | 122.790.038 $ | +7.256.963 $ | +6,3 % |
| Cypress Point Wealth Management, LLC | 123.963.794 $ | -17.599.717 $ | -12,4 % | 141.563.511 $ | +18.915.741 $ | +15,4 % | 122.647.770 $ | +8.317.998 $ | +7,3 % | 114.329.772 $ | +7.017.431 $ | +6,5 % |
| Valued Wealth Advisors LLC | 141.555.658 $ | +5.986.796 $ | +4,4 % | 135.568.862 $ | +13.084.845 $ | +10,7 % | 122.484.017 $ | +6.145.838 $ | +5,3 % | 116.338.179 $ | +4.976.075 $ | +4,5 % |
| VeraBank, N.A. | 141.460.861 $ | +26.512.585 $ | +23,1 % | 114.948.276 $ | +8.247.978 $ | +7,7 % | 106.700.298 $ | +10.456.682 $ | +10,9 % | |||
| Keyes, Stange & Wooten Wealth Management, LLC | 111.175.914 $ | -29.985.326 $ | -21,2 % | 141.161.240 $ | +13.640.541 $ | +10,7 % | 127.520.699 $ | +4.249.814 $ | +3,4 % | 123.270.885 $ | +4.057.065 $ | +3,4 % |
| Waverly Advisors, LLC | 139.968.917 $ | +39.523.794 $ | +39,3 % | 100.445.123 $ | +23.487.788 $ | +30,5 % | 76.957.335 $ | +6.232.249 $ | +8,8 % | |||
| Warwick Investment Management, Inc. | 139.149.595 $ | +243.026 $ | +0,2 % | 138.906.569 $ | +14.115.522 $ | +11,3 % | 124.791.047 $ | -9.978.610 $ | -7,4 % | 134.769.657 $ | +9.767.934 $ | +7,8 % |
| DAVENPORT & Co LLC | 139.110.227 $ | +17.784.217 $ | +14,7 % | 121.326.010 $ | +28.519.059 $ | +30,7 % | 92.806.951 $ | +12.322.607 $ | +15,3 % | 80.484.344 $ | +12.881.525 $ | +19,1 % |
| Cardinal Point Capital Management ULC | 138.612.716 $ | +6.368.585 $ | +4,8 % | 132.244.131 $ | +13.656.528 $ | +11,5 % | 118.587.603 $ | +6.390.189 $ | +5,7 % | 112.197.414 $ | +7.851.463 $ | +7,5 % |
| Yardley Wealth Management LLC | 134.449.398 $ | -3.881.889 $ | -2,8 % | 138.331.287 $ | +15.845.765 $ | +12,9 % | 122.485.522 $ | +5.513.094 $ | +4,7 % | 116.972.428 $ | +6.095.000 $ | +5,5 % |
| Versant Capital Management, Inc | 131.085.222 $ | -6.773.022 $ | -4,9 % | 137.858.244 $ | +38.201.455 $ | +38,3 % | 99.656.789 $ | +8.459.284 $ | +9,3 % | 91.197.505 $ | +11.174.680 $ | +14,0 % |
| Clarius Group, LLC | 137.214.017 $ | +5.830.967 $ | +4,4 % | |||||||||
| CVA Family Office, LLC | 137.172.414 $ | +28.072.262 $ | +25,7 % | 109.100.152 $ | +12.491.250 $ | +12,9 % | 96.608.902 $ | +23.233.599 $ | +31,7 % | |||
| BEACON HILL WEALTH MANAGEMENT LTD. | 122.295.546 $ | -14.728.553 $ | -10,7 % | 137.024.099 $ | ||||||||
| Richard Young Associates, Ltd. | 136.735.578 $ | +2.451.837 $ | +1,8 % | 134.283.741 $ | +15.538.361 $ | +13,1 % | 118.745.380 $ | +4.415.955 $ | +3,9 % | 114.329.425 $ | ||
| SCRATCH CAPITAL LLC | 55.817.333 $ | -80.876.740 $ | -59,2 % | 136.694.073 $ | +20.066.601 $ | +17,2 % | 116.627.472 $ | +13.113.941 $ | +12,7 % | 103.513.531 $ | +10.712.550 $ | +11,5 % |
| Chico Wealth RIA | 136.432.494 $ | +14.597.458 $ | +12,0 % | 121.835.036 $ | +5.011.472 $ | +4,3 % | 116.823.564 $ | +2.629.940 $ | +2,3 % | |||
| ASPIRIANT, LLC | 101.567.383 $ | -34.837.204 $ | -25,5 % | 136.404.587 $ | +11.097.499 $ | +8,9 % | 125.307.088 $ | +4.189.699 $ | +3,5 % | 121.117.389 $ | +4.707.830 $ | +4,0 % |
| American Capital Advisory, LLC | 136.187.971 $ | +8.630.019 $ | +6,8 % | 127.557.952 $ | +16.647.838 $ | +15,0 % | 110.910.114 $ | +12.244.905 $ | +12,4 % | 98.665.209 $ | +4.762.626 $ | +5,1 % |
| LifeGuide Financial Advisors, LLC | 135.895.007 $ | +978.936 $ | +0,7 % | 134.916.071 $ | +16.089.565 $ | +13,5 % | 118.826.506 $ | +7.487.425 $ | +6,7 % | 111.339.081 $ | +12.337.337 $ | +12,5 % |
| BROWN ADVISORY INC | 135.485.742 $ | +36.500.978 $ | +36,9 % | 98.984.764 $ | +21.304.620 $ | +27,4 % | 77.680.144 $ | +5.776.096 $ | +8,0 % | |||
| AA Financial Advisors, LLC | 102.197.418 $ | -33.195.187 $ | -24,5 % | 135.392.605 $ | +8.845.526 $ | +7,0 % | 126.547.079 $ | +123.442.474 $ | +3.976,1 % | 3.104.605 $ | ||
| New Dimensions Wealth Management, LLC | 135.343.045 $ | +6.797.140 $ | +5,3 % | 128.545.905 $ | +14.251.731 $ | +12,5 % | 114.294.174 $ | +637.497 $ | +0,6 % | 113.656.677 $ | +2.839.876 $ | +2,6 % |
| EverSource Wealth Advisors, LLC | 73.620.922 $ | -42.181.307 $ | -36,4 % | 115.802.229 $ | -11.509.953 $ | -9,0 % | 127.312.182 $ | -8.023.837 $ | -5,9 % | 135.336.019 $ | +2.425.568 $ | +1,8 % |
| Midwest Heritage Bank, FSB | 108.946.407 $ | -26.347.652 $ | -19,5 % | 135.294.059 $ | +14.854.370 $ | +12,3 % | 120.439.689 $ | +7.166.668 $ | +6,3 % | 113.273.021 $ | +3.115.974 $ | +2,8 % |
| Monument Group Wealth Advisors, LLC | 41.041.236 $ | -94.175.543 $ | -69,6 % | 135.216.779 $ | +21.366.914 $ | +18,8 % | 113.849.865 $ | +2.699.210 $ | +2,4 % | 111.150.655 $ | +5.330.542 $ | +5,0 % |
| Trinity Financial Advisors LLC | 135.002.336 $ | +1.539.465 $ | +1,2 % | 133.462.871 $ | +10.885.307 $ | +8,9 % | 122.577.564 $ | +33.889.126 $ | +38,2 % | 88.688.438 $ | +20.251.845 $ | +29,6 % |
| BCR Wealth Strategies, LLC | 83.780.000 $ | -51.107.000 $ | -37,9 % | 134.887.000 $ | +13.660.000 $ | +11,3 % | 121.227.000 $ | +8.008.000 $ | +7,1 % | 113.219.000 $ | +7.851.000 $ | +7,5 % |
| SageOak Financial, LLC | 112.961.887 $ | -21.436.286 $ | -15,9 % | 134.398.173 $ | +9.095.902 $ | +7,3 % | 125.302.271 $ | +2.142.353 $ | +1,7 % | 123.159.918 $ | +1.927.958 $ | +1,6 % |
| GRAND WEALTH MANAGEMENT, LLC | 133.825.635 $ | +15.050.824 $ | +12,7 % | 118.774.811 $ | -10.250.852 $ | -7,9 % | 129.025.663 $ | +7.513.695 $ | +6,2 % | |||
| Blankinship & Foster, LLC | 133.686.319 $ | +208.657 $ | +0,2 % | 133.477.662 $ | +15.150.919 $ | +12,8 % | 118.326.743 $ | -5.906.753 $ | -4,8 % | 124.233.496 $ | -480.816 $ | -0,4 % |
| Rockefeller Capital Management L.P. | 133.495.567 $ | +3.081.577 $ | +2,4 % | 130.413.990 $ | +8.531.303 $ | +7,0 % | 121.882.687 $ | +47.048.679 $ | +62,9 % | |||
| Quadcap Wealth Management, LLC | 133.203.382 $ | +3.100.713 $ | +2,4 % | 130.102.669 $ | +21.527.138 $ | +19,8 % | 108.575.531 $ | +4.349.533 $ | +4,2 % | 104.225.998 $ | +10.779.263 $ | +11,5 % |
| McIlrath & Eck, LLC | 132.953.451 $ | +18.243.573 $ | +15,9 % | |||||||||
| Vermillion Wealth Management, Inc. | 29.995.275 $ | -102.656.661 $ | -77,4 % | 132.651.936 $ | +15.973.487 $ | +13,7 % | 116.678.449 $ | +4.009.910 $ | +3,6 % | 112.668.539 $ | +3.511.678 $ | +3,2 % |
| Pacific Asset Management, LLC | 126.331.756 $ | -4.935.505 $ | -3,8 % | 131.267.261 $ | +16.006.852 $ | +13,9 % | 115.260.409 $ | +9.014.276 $ | +8,5 % | 106.246.133 $ | +7.680.178 $ | +7,8 % |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 130.442.761 $ | +14.436.112 $ | +12,4 % | 116.006.649 $ | +5.263.023 $ | +4,8 % | 110.743.626 $ | +3.303.871 $ | +3,1 % | |||
| Amicus Financial Advisors, LLC | 114.654.129 $ | -15.655.221 $ | -12,0 % | 130.309.350 $ | +23.208.123 $ | +21,7 % | 107.101.227 $ | +2.901.144 $ | +2,8 % | 104.200.083 $ | ||
| Ballentine Capital Advisors, Inc | 118.996.990 $ | -10.797.137 $ | -8,3 % | 129.794.127 $ | +12.779.541 $ | +10,9 % | 117.014.586 $ | +1.885.932 $ | +1,6 % | 115.128.654 $ | +5.637.380 $ | +5,1 % |
| DEMMING FINANCIAL SERVICES CORP /ADV | 128.669.800 $ | +15.129.981 $ | +13,3 % | 113.539.819 $ | +3.477.898 $ | +3,2 % | 110.061.921 $ | |||||
| FIDUCIARY FINANCIAL ADVISORS | 128.368.445 $ | +91.037.123 $ | +243,9 % | 37.331.322 $ | ||||||||
| Abel Hall, LLC | 102.907.905 $ | -25.022.415 $ | -19,6 % | 127.930.320 $ | +16.375.565 $ | +14,7 % | 111.554.755 $ | +2.568.472 $ | +2,4 % | 108.986.283 $ | +4.013.186 $ | +3,8 % |
| Momentous Wealth Management, Inc. | 127.898.899 $ | +4.615.710 $ | +3,7 % | 123.283.189 $ | +14.492.364 $ | +13,3 % | 108.790.825 $ | +878.799 $ | +0,8 % | 107.912.026 $ | +8.379.529 $ | +8,4 % |
| Meredith Wealth Planning | 66.336.750 $ | -61.312.135 $ | -48,0 % | 127.648.885 $ | +12.504.001 $ | +10,9 % | 115.144.884 $ | +26.991.615 $ | +30,6 % | 88.153.269 $ | +6.552.551 $ | +8,0 % |
| Wealthcare Advisory Partners LLC | 44.019.389 $ | -46.460.544 $ | -51,3 % | 90.479.933 $ | -7.878.487 $ | -8,0 % | 98.358.420 $ | -29.069.562 $ | -22,8 % | 127.427.982 $ | +7.484.302 $ | +6,2 % |
| Marquette Asset Management, LLC | 122.129.526 $ | -5.051.927 $ | -4,0 % | 127.181.453 $ | +11.297.739 $ | +9,7 % | 115.883.714 $ | +4.056.252 $ | +3,6 % | 111.827.462 $ | +5.905.143 $ | +5,6 % |
| Navigoe, LLC | 126.021.000 $ | +474.000 $ | +0,4 % | 125.547.000 $ | +11.934.000 $ | +10,5 % | 113.613.000 $ | +6.359.000 $ | +5,9 % | 107.254.000 $ | +4.693.000 $ | +4,6 % |
| HTG Investment Advisors, Inc. | 124.766.220 $ | +13.419.247 $ | +12,1 % | 111.346.973 $ | +4.331.477 $ | +4,0 % | 107.015.496 $ | +8.319.583 $ | +8,4 % | |||
| Optimus Capital Advisors, LLC | 124.726.051 $ | +9.195.948 $ | +8,0 % | 115.530.103 $ | -5.271.077 $ | -4,4 % | 120.801.180 $ | |||||
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 120.422.534 $ | -4.258.632 $ | -3,4 % | 124.681.166 $ | +14.702.215 $ | +13,4 % | 109.978.951 $ | -4.827.222 $ | -4,2 % | 114.806.173 $ | +1.198.500 $ | +1,1 % |
| Note Advisors, LLC | 123.565.286 $ | +23.473.568 $ | +23,5 % | 100.091.718 $ | +3.812.935 $ | +4,0 % | 96.278.783 $ | +19.323.725 $ | +25,1 % | |||
| 1900 WEALTH MANAGEMENT LLC | 118.309.849 $ | -5.049.628 $ | -4,1 % | 123.359.477 $ | +12.737.335 $ | +11,5 % | 110.622.142 $ | -377.286 $ | -0,3 % | 110.999.428 $ | +2.308.514 $ | +2,1 % |
| Keating Financial Advisory Services, Inc. | 122.934.473 $ | +28.508.795 $ | +30,2 % | 94.425.678 $ | +17.632.118 $ | +23,0 % | 76.793.560 $ | |||||
| TWO SIGMA INVESTMENTS, LP | 122.361.287 $ | +90.575.927 $ | +285,0 % | 31.785.360 $ | -36.456.289 $ | -53,4 % | 68.241.649 $ | -19.603.668 $ | -22,3 % | |||
| Miramar Fiduciary Corp | 95.160.720 $ | -20.203.575 $ | -17,5 % | 115.364.295 $ | -6.854.545 $ | -5,6 % | 122.218.840 $ | +32.349 $ | +0,0 % | |||
| CFS Investment Advisory Services, LLC | 121.490.511 $ | +530.724 $ | +0,4 % | 120.959.787 $ | +2.422.264 $ | +2,0 % | 118.537.523 $ | +9.442.946 $ | +8,7 % | 109.094.577 $ | +8.084.597 $ | +8,0 % |
| CPA Asset Management Group, LLC | 121.444.350 $ | +3.426.908 $ | +2,9 % | 118.017.442 $ | +26.846.738 $ | +29,4 % | 91.170.704 $ | +9.616.247 $ | +11,8 % | 81.554.457 $ | -621.658 $ | -0,8 % |
| Wolfstich Capital, LLC | 80.336.904 $ | -40.762.032 $ | -33,7 % | 121.098.936 $ | +35.716.412 $ | +41,8 % | 85.382.524 $ | -15.622.699 $ | -15,5 % | 101.005.223 $ | +59.921.202 $ | +145,9 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 120.626.976 $ | +80.027.194 $ | +197,1 % | 40.599.782 $ | +18.694.229 $ | +85,3 % | 21.905.553 $ | -62.304.038 $ | -74,0 % | |||
| Colony Family Offices, LLC | 119.892.869 $ | +3.861.436 $ | +3,3 % | 116.031.433 $ | +18.982.105 $ | +19,6 % | 97.049.328 $ | -1.352.466 $ | -1,4 % | 98.401.794 $ | +8.616.248 $ | +9,6 % |
| SwitchPoint Financial Planning, LLC | 119.215.739 $ | +1.293.177 $ | +1,1 % | 117.922.562 $ | +16.997.040 $ | +16,8 % | 100.925.522 $ | +5.030.574 $ | +5,2 % | 95.894.948 $ | +3.416.403 $ | +3,7 % |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 118.653.797 $ | +15.696.296 $ | +15,2 % | 102.957.501 $ | +7.306.137 $ | +7,6 % | 95.651.364 $ | |||||
| Level Financial Advisors | 97.623.984 $ | -20.722.178 $ | -17,5 % | 118.346.162 $ | +14.904.893 $ | +14,4 % | 103.441.269 $ | +6.771.518 $ | +7,0 % | 96.669.751 $ | +9.300.924 $ | +10,6 % |
| Outbound Financial Inc | 107.561.104 $ | -10.449.296 $ | -8,9 % | 118.010.400 $ | +16.537.747 $ | +16,3 % | 101.472.653 $ | +4.977.107 $ | +5,2 % | 96.495.546 $ | +5.766.324 $ | +6,4 % |
| Fonville Wealth Management LLC | 117.257.503 $ | +12.118.381 $ | +11,5 % | 105.139.122 $ | +16.007.982 $ | +18,0 % | 89.131.140 $ | +6.734.226 $ | +8,2 % | 82.396.914 $ | +8.252.620 $ | +11,1 % |
| Allodium Investment Consultants, LLC | 117.096.172 $ | +3.458.284 $ | +3,0 % | 113.637.888 $ | +11.639.206 $ | +11,4 % | 101.998.682 $ | +2.832.252 $ | +2,9 % | 99.166.430 $ | +10.799.600 $ | +12,2 % |
| GOLDMAN SACHS GROUP INC | 116.796.253 $ | +46.712.800 $ | +66,7 % | 70.083.453 $ | +56.693.428 $ | +423,4 % | 13.390.025 $ | -6.624.653 $ | -33,1 % | |||
| JDH Wealth Management, LLC | 116.685.281 $ | +193.238 $ | +0,2 % | 116.492.043 $ | +9.796.858 $ | +9,2 % | 106.695.185 $ | +356.658 $ | +0,3 % | 106.338.527 $ | +3.549.766 $ | +3,5 % |
| Composition Wealth, LLC | 115.007.576 $ | +15.580.761 $ | +15,7 % | 99.426.815 $ | -2.029.457 $ | -2,0 % | 101.456.272 $ | +4.278.136 $ | +4,4 % | |||
| Signature Resources Capital Management, LLC | 89.304.016 $ | -25.554.754 $ | -22,2 % | 114.858.770 $ | +10.702.395 $ | +10,3 % | 104.156.375 $ | +8.250.415 $ | +8,6 % | 95.905.960 $ | +7.341.206 $ | +8,3 % |
| TOBIAS FINANCIAL ADVISORS, INC. | 114.686.394 $ | +10.837.307 $ | +10,4 % | 103.849.087 $ | +11.991.068 $ | +13,1 % | 91.858.019 $ | +15.930.487 $ | +21,0 % | |||
| Envision Financial Planning, LLC | 114.561.712 $ | +13.761.815 $ | +13,7 % | 100.799.897 $ | +2.643.374 $ | +2,7 % | 98.156.523 $ | +2.465.793 $ | +2,6 % | |||
| High Probability Advisors, LLC | 48.807.403 $ | -65.669.169 $ | -57,4 % | 114.476.572 $ | +17.055.017 $ | +17,5 % | 97.421.555 $ | -675.204 $ | -0,7 % | 98.096.759 $ | +3.999.395 $ | +4,3 % |
| QUARRY HILL ADVISORS, LLC | 114.202.675 $ | +1.646.884 $ | +1,5 % | 112.555.791 $ | +5.989.121 $ | +5,6 % | 106.566.670 $ | +11.126.616 $ | +11,7 % | 95.440.054 $ | +8.564.573 $ | +9,9 % |
| Five Oceans Advisors | 82.241.224 $ | -31.928.855 $ | -28,0 % | 114.170.079 $ | +12.117.746 $ | +11,9 % | 102.052.333 $ | +272.831 $ | +0,3 % | 101.779.502 $ | +6.674.961 $ | +7,0 % |
| Vannoy Advisory Group, Inc. | 114.052.740 $ | +12.214.185 $ | +12,0 % | 101.838.555 $ | +615.602 $ | +0,6 % | 101.222.953 $ | +3.243.386 $ | +3,3 % | |||
| CSP Financial Group, LLC | 95.267.933 $ | -18.499.221 $ | -16,3 % | 113.767.154 $ | +18.015.539 $ | +18,8 % | 95.751.615 $ | |||||
| Tortoise Investment Management, LLC | 94.942.975 $ | -18.474.661 $ | -16,3 % | 113.417.636 $ | +13.188.873 $ | +13,2 % | 100.228.763 $ | +766.461 $ | +0,8 % | 99.462.302 $ | +4.932.957 $ | +5,2 % |
| CLIENT 1ST ADVISORY GROUP, LLC | 104.826.676 $ | -8.455.183 $ | -7,5 % | 113.281.859 $ | +9.428.388 $ | +9,1 % | 103.853.471 $ | +1.943.110 $ | +1,9 % | 101.910.361 $ | +1.457.770 $ | +1,5 % |
| Quent Capital, LLC | 112.985.878 $ | +13.883.368 $ | +14,0 % | 99.102.510 $ | +11.905.883 $ | +13,7 % | 87.196.627 $ | +12.661.107 $ | +17,0 % | |||
| Intelligence Driven Advisers, LLC | 108.732.975 $ | -1.005.779 $ | -0,9 % | 109.738.754 $ | +14.491.308 $ | +15,2 % | 95.247.446 $ | -17.425.861 $ | -15,5 % | 112.673.307 $ | -6.678.017 $ | -5,6 % |
| Oceanside Advisors LLC | 67.584.295 $ | -44.776.865 $ | -39,9 % | 112.361.160 $ | +11.988.064 $ | +11,9 % | 100.373.096 $ | +5.167.337 $ | +5,4 % | 95.205.759 $ | +2.114.781 $ | +2,3 % |
| Klaas Financial Asset Advisors, LLC | 112.210.088 $ | +945.214 $ | +0,8 % | 111.264.874 $ | +12.218.566 $ | +12,3 % | 99.046.308 $ | +59.865.668 $ | +152,8 % | 39.180.640 $ | +1.915.403 $ | +5,1 % |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 109.324.848 $ | -2.402.153 $ | -2,2 % | 111.727.001 $ | +15.425.877 $ | +16,0 % | 96.301.124 $ | +5.149.658 $ | +5,6 % | 91.151.466 $ | +3.766.608 $ | +4,3 % |
| Pine Harbor Wealth Management, LLC | 111.123.123 $ | +12.670.468 $ | +12,9 % | 98.452.655 $ | +7.154.594 $ | +7,8 % | 91.298.061 $ | +9.218.473 $ | +11,2 % | |||
| Wealth Dimensions Group, Ltd. | 72.707.434 $ | -38.171.947 $ | -34,4 % | 110.879.381 $ | +8.868.470 $ | +8,7 % | 102.010.911 $ | +7.682.856 $ | +8,1 % | 94.328.055 $ | +9.155.487 $ | +10,7 % |
| Verus Financial Partners, Inc. | 110.633.290 $ | +8.055.932 $ | +7,9 % | 102.577.358 $ | +8.000.327 $ | +8,5 % | 94.577.031 $ | +11.136.026 $ | +13,3 % | 83.441.005 $ | +34.047.528 $ | +68,9 % |
| Visionary Wealth Advisors | 78.134.506 $ | -32.251.277 $ | -29,2 % | 110.385.783 $ | +21.042.248 $ | +23,6 % | 89.343.535 $ | +5.305.489 $ | +6,3 % | 84.038.046 $ | +11.686.022 $ | +16,2 % |
| Pandowealth. LLC | 109.888.777 $ | +4.832.825 $ | +4,6 % | 105.055.952 $ | +5.846.017 $ | +5,9 % | 99.209.935 $ | |||||
| Peirce Capital Management, LLC | 107.641.476 $ | -1.545.739 $ | -1,4 % | 109.187.215 $ | +3.815.868 $ | +3,6 % | 105.371.347 $ | +15.664 $ | +0,0 % | 105.355.683 $ | +3.338.089 $ | +3,3 % |
| Pinnacle Financial Group, LLC / IL | 101.118.563 $ | -7.157.803 $ | -6,6 % | 108.276.366 $ | +13.059.805 $ | +13,7 % | 95.216.561 $ | +937.057 $ | +1,0 % | 94.279.504 $ | +3.006.720 $ | +3,3 % |
| Equita Financial Network, Inc. | 95.485.548 $ | -12.664.176 $ | -11,7 % | 108.149.724 $ | +13.933.560 $ | +14,8 % | 94.216.164 $ | +1.347.511 $ | +1,5 % | 92.868.653 $ | +10.669.480 $ | +13,0 % |
| FIRST NATIONAL BANK OF OMAHA | 108.123.925 $ | +9.304.496 $ | +9,4 % | 98.819.429 $ | +23.408.696 $ | +31,0 % | 75.410.733 $ | +6.681.026 $ | +9,7 % | |||
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 107.937.000 $ | |||||||||||
| Geneos Wealth Management Inc. | 107.751.919 $ | +13.962.938 $ | +14,9 % | 93.788.981 $ | +8.993.678 $ | +10,6 % | 84.795.303 $ | +1.355.266 $ | +1,6 % | |||
| Stadion Money Management, LLC | 70.640.975 $ | +70.572.475 $ | +103.025,5 % | 68.500 $ | -107.509.980 $ | -99,9 % | 107.578.480 $ | +30.593.923 $ | +39,7 % | |||
| Kane Co Wealth Management, Inc. | 98.975.816 $ | -8.545.666 $ | -7,9 % | 107.521.482 $ | +12.999.421 $ | +13,8 % | 94.522.061 $ | +3.174.844 $ | +3,5 % | 91.347.217 $ | ||
| Passive Capital Management, LLC. | 99.141.703 $ | -7.467.264 $ | -7,0 % | 106.608.967 $ | +7.467.264 $ | +7,5 % | 99.141.703 $ | +6.719.979 $ | +7,3 % | |||
| Parcion Private Wealth LLC | 102.565.337 $ | -3.729.390 $ | -3,5 % | 106.294.727 $ | +13.327.109 $ | +14,3 % | 92.967.618 $ | +1.618.473 $ | +1,8 % | 91.349.145 $ | +2.885.217 $ | +3,3 % |
| Trellis Wealth Advisors LLC | 105.796.268 $ | -424.650 $ | -0,4 % | 106.220.918 $ | +9.158.655 $ | +9,4 % | 97.062.263 $ | +2.271.187 $ | +2,4 % | 94.791.076 $ | -764.454 $ | -0,8 % |
| Simplicity Wealth,LLC | 102.923.500 $ | -2.794.380 $ | -2,6 % | 105.717.880 $ | +19.262.471 $ | +22,3 % | 86.455.409 $ | -1.784.900 $ | -2,0 % | 88.240.309 $ | +22.182.653 $ | +33,6 % |
| RCS Financial Planning, LLC | 75.174.828 $ | -30.216.056 $ | -28,7 % | 105.390.884 $ | +9.227.269 $ | +9,6 % | 96.163.615 $ | -1.551.521 $ | -1,6 % | 97.715.136 $ | -1.285.813 $ | -1,3 % |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 62.470.171 $ | -42.643.599 $ | -40,6 % | 105.113.770 $ | +11.106.655 $ | +11,8 % | 94.007.115 $ | +3.024.388 $ | +3,3 % | 90.982.727 $ | +4.363.598 $ | +5,0 % |
| TruNorth Capital Management, LLC | 104.974.019 $ | +31.570.882 $ | +43,0 % | 73.403.137 $ | +8.865.491 $ | +13,7 % | 64.537.646 $ | +2.603.106 $ | +4,2 % | 61.934.540 $ | +4.565.284 $ | +8,0 % |
| AlphaStar Capital Management, LLC | 104.920.781 $ | +2.095.237 $ | +2,0 % | 102.825.544 $ | +20.869.567 $ | +25,5 % | 81.955.977 $ | +5.511.790 $ | +7,2 % | 76.444.187 $ | +32.536.184 $ | +74,1 % |
| IFG Advisory, LLC | 103.196.015 $ | +99.496.820 $ | +2.689,7 % | 3.699.195 $ | -80.677.857 $ | -95,6 % | 84.377.052 $ | +543.909 $ | +0,6 % | |||
| Capstone Wealth Management, LLC | 102.885.403 $ | +280.743 $ | +0,3 % | 102.604.660 $ | +10.424.607 $ | +11,3 % | 92.180.053 $ | +3.608.429 $ | +4,1 % | 88.571.624 $ | +3.957.119 $ | +4,7 % |
| Cloud Capital Management, LLC | 102.681.000 $ | +16.553.000 $ | +19,2 % | 86.128.000 $ | +16.058.000 $ | +22,9 % | 70.070.000 $ | +9.377.000 $ | +15,4 % | |||
| CAHILL FINANCIAL ADVISORS INC | 102.195.504 $ | +14.751.612 $ | +16,9 % | 87.443.892 $ | +6.414.288 $ | +7,9 % | 81.029.604 $ | +14.753.327 $ | +22,3 % | |||
| Crusonia Wealth Advisors LLC | 101.960.930 $ | +8.637.631 $ | +9,3 % | 93.323.299 $ | +13.754.034 $ | +17,3 % | 79.569.265 $ | +4.883.856 $ | +6,5 % | 74.685.409 $ | ||
| AXXCESS WEALTH MANAGEMENT, LLC | 84.199.119 $ | -17.375.392 $ | -17,1 % | 101.574.511 $ | +15.588.268 $ | +18,1 % | 85.986.243 $ | +49.876.075 $ | +138,1 % | |||
| HEFFERNAN ADVISORY, INC | 94.201.965 $ | -7.270.767 $ | -7,2 % | 101.472.732 $ | +5.098.230 $ | +5,3 % | 96.374.502 $ | +3.663.510 $ | +4,0 % | 92.710.992 $ | ||
| GEM Asset Management, LLC | 96.868.193 $ | -3.867.112 $ | -3,8 % | 100.735.305 $ | +14.734.234 $ | +17,1 % | 86.001.071 $ | +6.448.328 $ | +8,1 % | 79.552.743 $ | +6.421.857 $ | +8,8 % |
| ACORN CREEK CAPITAL LLC | 98.776.286 $ | -1.871.288 $ | -1,9 % | 100.647.574 $ | +4.066.167 $ | +4,2 % | 96.581.407 $ | +1.580.943 $ | +1,7 % | 95.000.464 $ | +4.759.275 $ | +5,3 % |
| Watchman Group, Inc. | 97.956.714 $ | -1.004.995 $ | -1,0 % | 98.961.709 $ | +10.069.664 $ | +11,3 % | 88.892.045 $ | +517.798 $ | +0,6 % | 88.374.247 $ | +2.430.109 $ | +2,8 % |
| Larson Financial Group LLC | 88.381.295 $ | -3.086.348 $ | -3,4 % | 91.467.643 $ | -3.374.274 $ | -3,6 % | 94.841.917 $ | -3.975.698 $ | -4,0 % | 98.817.615 $ | -70.771 $ | -0,1 % |
| Allegiance Financial Group Advisory Services LLC | 97.436.217 $ | +1.900.732 $ | +2,0 % | 95.535.485 $ | +13.872.373 $ | +17,0 % | 81.663.112 $ | +4.602.739 $ | +6,0 % | 77.060.373 $ | +6.180.000 $ | +8,7 % |
| Disciplined Investments, LLC | 97.315.640 $ | +12.543.062 $ | +14,8 % | 84.772.578 $ | +8.841.150 $ | +11,6 % | 75.931.428 $ | +5.954.527 $ | +8,5 % | |||
| Foundation Wealth Management, LLC\PA | 62.816.893 $ | -34.016.348 $ | -35,1 % | 96.833.241 $ | +14.017.668 $ | +16,9 % | 82.815.573 $ | +5.121.612 $ | +6,6 % | 77.693.961 $ | +5.960.655 $ | +8,3 % |
| Seaside Wealth Management, Inc. | 96.615.173 $ | +11.126.544 $ | +13,0 % | 85.488.629 $ | +4.682.550 $ | +5,8 % | 80.806.079 $ | +4.640.514 $ | +6,1 % | |||
| Aptus Capital Advisors, LLC | 96.254.966 $ | +34.875.477 $ | +56,8 % | 61.379.489 $ | +1.813.657 $ | +3,0 % | 59.565.832 $ | +3.031.752 $ | +5,4 % | |||
| MARYLAND CAPITAL ADVISORS INC. | 92.279.738 $ | -3.945.229 $ | -4,1 % | 96.224.967 $ | +9.183.117 $ | +10,6 % | 87.041.850 $ | +6.772.516 $ | +8,4 % | |||
| IMA Advisory Services, Inc. | 96.055.318 $ | +94.380.647 $ | +5.635,8 % | 1.674.671 $ | -31.459 $ | -1,8 % | 1.706.130 $ | +42.028 $ | +2,5 % | |||
| Hippocratic Financial Advisors, LLC | 53.316.552 $ | -42.534.068 $ | -44,4 % | 95.850.620 $ | +12.575.056 $ | +15,1 % | 83.275.564 $ | +1.349.515 $ | +1,6 % | 81.926.049 $ | +5.593.031 $ | +7,3 % |
| Destiny Wealth Partners, LLC | 95.336.236 $ | +11.129.866 $ | +13,2 % | 84.206.370 $ | +6.891.104 $ | +8,9 % | 77.315.266 $ | -1.330.494 $ | -1,7 % | 78.645.760 $ | +12.717.187 $ | +19,3 % |
| Tilson Financial Group, Inc. | 94.357.129 $ | +11.304.861 $ | +13,6 % | 83.052.268 $ | +4.104.326 $ | +5,2 % | 78.947.942 $ | +5.248.829 $ | +7,1 % | |||
| MB Generational Wealth, LLC | 94.289.366 $ | +9.396.326 $ | +11,1 % | 84.893.040 $ | +3.951.779 $ | +4,9 % | 80.941.261 $ | +21.515.457 $ | +36,2 % | |||
| Financial Connections Group, Inc. | 93.468.000 $ | +643.000 $ | +0,7 % | 92.825.000 $ | +21.452.000 $ | +30,1 % | ||||||
| Physician Wealth Advisors, Inc. | 93.231.294 $ | +1.691.398 $ | +1,8 % | 91.539.896 $ | +9.478.203 $ | +11,6 % | 82.061.693 $ | +3.279.604 $ | +4,2 % | 78.782.089 $ | +2.763.369 $ | +3,6 % |
| Prudent Investor Advisors, LLC | 92.968.806 $ | |||||||||||
| Wheels Up Wealth, Inc. | 91.971.096 $ | -928.123 $ | -1,0 % | 92.899.219 $ | +9.662.593 $ | +11,6 % | 83.236.626 $ | -392.018 $ | -0,5 % | 83.628.644 $ | ||
| Integris Wealth Management, LLC | 74.899.761 $ | -17.919.230 $ | -19,3 % | 92.818.991 $ | +7.430.451 $ | +8,7 % | 85.388.540 $ | +2.844.863 $ | +3,4 % | 82.543.677 $ | +5.785.047 $ | +7,5 % |
| Vested Financial Planning, LLC | 80.296.257 $ | -12.187.887 $ | -13,2 % | 92.484.144 $ | +8.987.194 $ | +10,8 % | 83.496.950 $ | -300.941 $ | -0,4 % | 83.797.891 $ | +2.866.549 $ | +3,5 % |
| Graver Capital Management, LLC | 92.400.476 $ | +5.133.373 $ | +5,9 % | 87.267.103 $ | +4.589.055 $ | +5,6 % | 82.678.048 $ | +6.274.159 $ | +8,2 % | |||
| Rehmann Capital Advisory Group | 92.215.082 $ | +16.219.484 $ | +21,3 % | 75.995.598 $ | -1.119.210 $ | -1,5 % | 77.114.808 $ | +324.733 $ | +0,4 % | |||
| Two West Capital Advisors LLC | 85.585.241 $ | -5.488.431 $ | -6,0 % | 91.073.672 $ | +3.067.938 $ | +3,5 % | 88.005.734 $ | +6.714.574 $ | +8,3 % | 81.291.160 $ | +1.675.670 $ | +2,1 % |
| Capstone Wealth Management, Inc. | 91.030.595 $ | +9.665.619 $ | +11,9 % | 81.364.976 $ | +2.153.105 $ | +2,7 % | 79.211.871 $ | |||||
| MilWealth Group LLC | 89.923.370 $ | -979.297 $ | -1,1 % | 90.902.667 $ | +9.208.479 $ | +11,3 % | 81.694.188 $ | +539.143 $ | +0,7 % | 81.155.045 $ | +1.828.843 $ | +2,3 % |
| North Ridge Wealth Advisors, Inc. | 89.049.684 $ | -1.651.202 $ | -1,8 % | 90.700.886 $ | +5.760.631 $ | +6,8 % | ||||||
| CITADEL ADVISORS LLC | 90.227.194 $ | +13.611.413 $ | +17,8 % | 76.615.781 $ | +17.790.031 $ | +30,2 % | 58.825.750 $ | -139.886.440 $ | -70,4 % | |||
| OLIO Financial Planning | 89.796.448 $ | -266.548 $ | -0,3 % | 90.062.996 $ | +12.892.192 $ | +16,7 % | 77.170.804 $ | -40.815 $ | -0,1 % | 77.211.619 $ | +4.942.529 $ | +6,8 % |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 88.578.815 $ | -893.758 $ | -1,0 % | 89.472.573 $ | +11.080.301 $ | +14,1 % | 78.392.272 $ | -2.583.319 $ | -3,2 % | 80.975.591 $ | +1.536.439 $ | +1,9 % |
| First Pacific Financial | 89.121.842 $ | +2.918.314 $ | +3,4 % | 86.203.528 $ | +14.934.905 $ | +21,0 % | 71.268.623 $ | +3.738.032 $ | +5,5 % | 67.530.591 $ | +13.440.538 $ | +24,8 % |
| Investmark Advisory Group LLC | 89.044.648 $ | +5.345.816 $ | +6,4 % | 83.698.832 $ | +10.253.581 $ | +14,0 % | 73.445.251 $ | -687.799 $ | -0,9 % | 74.133.050 $ | +2.363.652 $ | +3,3 % |
| Spire Wealth Management | 87.821.628 $ | -1.192.413 $ | -1,3 % | 89.014.041 $ | +10.288.193 $ | +13,1 % | 78.725.848 $ | +2.602.866 $ | +3,4 % | 76.122.982 $ | +4.707.750 $ | +6,6 % |
| Privatperson | 43.124.975 $ | -45.798.435 $ | -51,5 % | 88.923.410 $ | +1.587.334 $ | +1,8 % | 87.336.076 $ | |||||
| Berman McAleer LLC | 88.744.320 $ | +1.551.043 $ | +1,8 % | 87.193.277 $ | +14.743.233 $ | +20,3 % | 72.450.044 $ | +3.069.136 $ | +4,4 % | 69.380.908 $ | +5.843.248 $ | +9,2 % |
| marrick wealth, LLC | 84.670.323 $ | -3.711.298 $ | -4,2 % | 88.381.621 $ | +8.725.679 $ | +11,0 % | 79.655.942 $ | +572.420 $ | +0,7 % | 79.083.522 $ | ||
| Arcadia Wealth Management, Inc. | 88.262.486 $ | +9.088.087 $ | +11,5 % | 79.174.399 $ | +3.190.785 $ | +4,2 % | 75.983.614 $ | +4.940.668 $ | +7,0 % | |||
| Modern Wealth Management, LLC | 87.181.750 $ | +21.067.055 $ | +31,9 % | 66.114.695 $ | +7.247.976 $ | +12,3 % | 58.866.719 $ | +16.804.906 $ | +40,0 % | |||
| Ullmann Wealth Partners Group, LLC | 78.186.136 $ | -8.047.357 $ | -9,3 % | 86.233.493 $ | +1.526.960 $ | +1,8 % | 84.706.533 $ | -2.459.936 $ | -2,8 % | 87.166.469 $ | -14.906.178 $ | -14,6 % |
| Joseph Group Capital Management | 87.102.423 $ | +53.894.716 $ | +162,3 % | 33.207.707 $ | +1.807.890 $ | +5,8 % | 31.399.817 $ | +1.100.298 $ | +3,6 % | 30.299.519 $ | +1.024.852 $ | +3,5 % |
| FMR LLC | 86.845.723 $ | +15.892.337 $ | +22,4 % | 70.953.386 $ | +5.108.159 $ | +7,8 % | 65.845.227 $ | +8.959.212 $ | +15,7 % | |||
| Bouchey Financial Group, Ltd. | 59.093.679 $ | -23.888.390 $ | -28,8 % | 82.982.069 $ | -3.776.724 $ | -4,4 % | 86.758.793 $ | -21.001.634 $ | -19,5 % | |||
| NorthAvenue LLC | 86.605.051 $ | +1.286.043 $ | +1,5 % | 85.319.008 $ | +8.713.050 $ | +11,4 % | 76.605.958 $ | +2.886.012 $ | +3,9 % | 73.719.946 $ | ||
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 85.451.023 $ | -532.236 $ | -0,6 % | 85.983.259 $ | +9.770.438 $ | +12,8 % | 76.212.821 $ | -270.640 $ | -0,4 % | 76.483.461 $ | +4.541.533 $ | +6,3 % |
| Gemmer Asset Management LLC | 69.420.795 $ | -15.615.746 $ | -18,4 % | 85.036.541 $ | +11.223.285 $ | +15,2 % | 73.813.256 $ | +2.777.809 $ | +3,9 % | 71.035.447 $ | +5.371.272 $ | +8,2 % |
| N.E.W. Advisory Services LLC | 84.763.427 $ | +9.865.674 $ | +13,2 % | 74.897.753 $ | +746.934 $ | +1,0 % | 74.150.819 $ | +4.270.292 $ | +6,1 % | |||
| Hiley Hunt Wealth Management | 84.327.288 $ | +2.056.418 $ | +2,5 % | 82.270.870 $ | +6.167.041 $ | +8,1 % | 76.103.829 $ | +3.310.152 $ | +4,5 % | 72.793.677 $ | +6.335.379 $ | +9,5 % |
| HMV Wealth Advisors, LLC | 77.511.600 $ | -6.795.421 $ | -8,1 % | 84.307.021 $ | +14.902.767 $ | +21,5 % | 69.404.254 $ | +5.157.383 $ | +8,0 % | 64.246.871 $ | +5.758.499 $ | +9,8 % |
| PENNEY FINANCIAL, LLC | 84.194.685 $ | +5.313.524 $ | +6,7 % | 78.881.161 $ | +74.230.609 $ | +1.596,2 % | 4.650.552 $ | +396.900 $ | +9,3 % | 4.253.652 $ | +2.730.911 $ | +179,3 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 84.173.000 $ | +9.871.000 $ | +13,3 % | 74.302.000 $ | +10.003.000 $ | +15,6 % | 64.299.000 $ | +19.198.000 $ | +42,6 % | |||
| Arlington Financial Advisors, LLC | 55.058.558 $ | -28.356.342 $ | -34,0 % | 83.414.900 $ | +10.864.316 $ | +15,0 % | 72.550.584 $ | +2.274.800 $ | +3,2 % | 70.275.784 $ | +1.783.807 $ | +2,6 % |
| DRAVO BAY LLC | 82.900.755 $ | +11.124.976 $ | +15,5 % | 71.775.779 $ | +3.451.150 $ | +5,1 % | 68.324.629 $ | +6.158.398 $ | +9,9 % | |||
| Stratos Wealth Partners, LTD. | 82.547.355 $ | +18.160.788 $ | +28,2 % | 64.386.567 $ | -1.061.085 $ | -1,6 % | 65.447.652 $ | +1.944.463 $ | +3,1 % | |||
| Gradient Capital Advisors, LLC | 67.511.147 $ | -14.987.798 $ | -18,2 % | 82.498.945 $ | +8.068.884 $ | +10,8 % | 74.430.061 $ | +5.478.368 $ | +7,9 % | 68.951.693 $ | +7.188.698 $ | +11,6 % |
| Old Peak Finance LLC | 82.298.770 $ | +1.579.109 $ | +2,0 % | 80.719.661 $ | +19.838.729 $ | +32,6 % | 60.880.932 $ | +1.773.447 $ | +3,0 % | 59.107.485 $ | ||
| Bedel Financial Consulting, Inc. | 81.953.105 $ | +1.969.508 $ | +2,5 % | 79.983.597 $ | +8.210.667 $ | +11,4 % | 71.772.930 $ | +5.451.129 $ | +8,2 % | 66.321.801 $ | +4.181.150 $ | +6,7 % |
| Pallas Capital Advisors LLC | 81.888.112 $ | +7.948.212 $ | +10,7 % | 73.939.900 $ | -4.735.777 $ | -6,0 % | 78.675.677 $ | +10.471.848 $ | +15,4 % | |||
| Atlantic Union Bankshares Corp | 81.409.158 $ | +15.581.159 $ | +23,7 % | 65.827.999 $ | +4.697.812 $ | +7,7 % | 61.130.187 $ | +4.879.884 $ | +8,7 % | |||
| Hassell Wealth Management, LLC | 53.643.848 $ | -26.911.097 $ | -33,4 % | 80.554.945 $ | +8.484.814 $ | +11,8 % | 72.070.131 $ | +477.250 $ | +0,7 % | 71.592.881 $ | +4.064.719 $ | +6,0 % |
| Falcon Wealth Planning | 80.524.630 $ | +5.752.914 $ | +7,7 % | 74.771.716 $ | +3.707.260 $ | +5,2 % | 71.064.456 $ | +4.027.338 $ | +6,0 % | 67.037.118 $ | +5.628.163 $ | +9,2 % |
| Brady Martz Wealth Solutions, LLC | 62.007.207 $ | -18.374.615 $ | -22,9 % | 80.381.822 $ | +7.965.011 $ | +11,0 % | 72.416.811 $ | +7.050.355 $ | +10,8 % | 65.366.456 $ | +6.334.688 $ | +10,7 % |
| Financial Alternatives, Inc | 80.334.823 $ | +7.721.196 $ | +10,6 % | 72.613.627 $ | +20.298.008 $ | +38,8 % | 52.315.619 $ | +2.928.785 $ | +5,9 % | |||
| TFC Financial Management, Inc. | 77.768.593 $ | -1.889.208 $ | -2,4 % | 79.657.801 $ | +9.121.457 $ | +12,9 % | 70.536.344 $ | +1.735.755 $ | +2,5 % | 68.800.589 $ | +843.675 $ | +1,2 % |
| Aurelius Family Office LLC | 76.607.968 $ | -2.862.045 $ | -3,6 % | 79.470.013 $ | +6.734.161 $ | +9,3 % | 72.735.852 $ | -1.780.910 $ | -2,4 % | 74.516.762 $ | +2.455.705 $ | +3,4 % |
| ENTREWEALTH, LLC | 74.152.999 $ | -4.749.243 $ | -6,0 % | 78.902.242 $ | +11.406.093 $ | +16,9 % | 67.496.149 $ | -672.996 $ | -1,0 % | 68.169.145 $ | +7.528.669 $ | +12,4 % |
| Family Investment Center, Inc. | 78.642.192 $ | +51.607.904 $ | +190,9 % | 27.034.288 $ | +5.561.518 $ | +25,9 % | 21.472.770 $ | +16.686.609 $ | +348,6 % | 4.786.161 $ | +211.526 $ | +4,6 % |
| Penserra Capital Management LLC | 53.320.000 $ | -25.034.000 $ | -31,9 % | 78.354.000 $ | ||||||||
| Moss Adams Wealth Advisors LLC | 78.182.258 $ | +4.184.026 $ | +5,7 % | 73.998.232 $ | +7.508.456 $ | +11,3 % | 66.489.776 $ | +4.742.790 $ | +7,7 % | 61.746.986 $ | +61.266.612 $ | +12.753,9 % |
| PFG Advisors | 70.107.883 $ | -7.220.253 $ | -9,3 % | 77.328.136 $ | +9.044.907 $ | +13,2 % | 68.283.229 $ | +4.548.382 $ | +7,1 % | 63.734.847 $ | +5.008.205 $ | +8,5 % |
| Werba Rubin Papier Wealth Management | 77.281.553 $ | +1.405.273 $ | +1,9 % | 75.876.280 $ | +7.715.719 $ | +11,3 % | 68.160.561 $ | +4.644.833 $ | +7,3 % | 63.515.728 $ | +12.209.910 $ | +23,8 % |
| Robertson Stephens Wealth Management, LLC | 77.263.434 $ | +1.023.943 $ | +1,3 % | 76.239.491 $ | +8.002.180 $ | +11,7 % | 68.237.311 $ | +205.644 $ | +0,3 % | 68.031.667 $ | +2.548.833 $ | +3,9 % |
| Bluespring Wealth Management, LLC | 77.233.252 $ | +40.218.912 $ | +108,7 % | 37.014.340 $ | +2.824.324 $ | +8,3 % | 34.190.016 $ | +1.582.799 $ | +4,9 % | |||
| City State Bank | 75.583.135 $ | -1.182.776 $ | -1,5 % | 76.765.911 $ | +22.240.014 $ | +40,8 % | 54.525.897 $ | +8.173.708 $ | +17,6 % | |||
| Blume Capital Management, Inc. | 75.781.667 $ | +1.180.548 $ | +1,6 % | 74.601.119 $ | +4.673.439 $ | +6,7 % | 69.927.680 $ | +2.341.056 $ | +3,5 % | 67.586.624 $ | +1.290.469 $ | +1,9 % |
| Glass Jacobson Investment Advisors llc | 65.648.183 $ | -10.102.594 $ | -13,3 % | 75.750.777 $ | +8.279.781 $ | +12,3 % | 67.470.996 $ | +6.725.169 $ | +11,1 % | 60.745.827 $ | +4.355.512 $ | +7,7 % |
| Acorn Wealth Advisors, LLC | 65.122.418 $ | -10.549.874 $ | -13,9 % | 75.672.292 $ | +15.101.043 $ | +24,9 % | 60.571.249 $ | +7.643.939 $ | +14,4 % | 52.927.310 $ | +12.212.961 $ | +30,0 % |
| Investment Advisory Group, LLC | 75.670.389 $ | +10.162.440 $ | +15,5 % | 65.507.949 $ | +1.711.321 $ | +2,7 % | 63.796.628 $ | +4.383.402 $ | +7,4 % | |||
| Bleakley Financial Group, LLC | 75.410.272 $ | +15.063.989 $ | +25,0 % | 60.346.283 $ | +15.723.712 $ | +35,2 % | 44.622.571 $ | +1.273.865 $ | +2,9 % | |||
| STUDIO INVESTMENT MANAGEMENT LLC | 74.800.991 $ | +8.297.185 $ | +12,5 % | 66.503.806 $ | +6.460.935 $ | +10,8 % | 60.042.871 $ | +2.869.068 $ | +5,0 % | 57.173.803 $ | +4.653.167 $ | +8,9 % |
| CWS Financial Advisors, LLC | 74.090.701 $ | +8.797.616 $ | +13,5 % | 65.293.085 $ | +25.395.110 $ | +63,7 % | 39.897.975 $ | +34.678.927 $ | +664,5 % | 5.219.048 $ | +3.011.209 $ | +136,4 % |
| Bay Harbor Wealth Management, LLC | 74.079.471 $ | +4.813.040 $ | +6,9 % | 69.266.431 $ | +6.739.249 $ | +10,8 % | 62.527.182 $ | +3.445.774 $ | +5,8 % | 59.081.408 $ | +2.867.373 $ | +5,1 % |
| Longview Financial Advisors LLC | 74.075.022 $ | +8.032.234 $ | +12,2 % | 66.042.788 $ | +1.962.908 $ | +3,1 % | 64.079.880 $ | +2.369.096 $ | +3,8 % | |||
| BUILDER INVESTMENT GROUP INC /ADV | 42.500.846 $ | -31.548.425 $ | -42,6 % | 74.049.271 $ | +9.988.532 $ | +15,6 % | 64.060.739 $ | +1.020.058 $ | +1,6 % | 63.040.681 $ | +5.208.814 $ | +9,0 % |
| RF&L WEALTH MANAGEMENT, LLC | 72.821.246 $ | -1.117.876 $ | -1,5 % | 73.939.122 $ | +7.756.062 $ | +11,7 % | 66.183.060 $ | +623.508 $ | +1,0 % | 65.559.552 $ | +2.086.688 $ | +3,3 % |
| Aerodigm Wealth, LLC | 68.663.104 $ | -5.192.455 $ | -7,0 % | 73.855.559 $ | +7.777.171 $ | +11,8 % | 66.078.388 $ | +3.288.725 $ | +5,2 % | 62.789.663 $ | +2.468.887 $ | +4,1 % |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 73.752.359 $ | +10.507.211 $ | +16,6 % | 63.245.148 $ | +3.705.164 $ | +6,2 % | 59.539.984 $ | +7.188.880 $ | +13,7 % | |||
| Great Point Wealth Advisors, LLC | 73.636.132 $ | +1.580.600 $ | +2,2 % | 72.055.532 $ | +7.144.809 $ | +11,0 % | 64.910.723 $ | +682.443 $ | +1,1 % | 64.228.280 $ | +851.764 $ | +1,3 % |
| COLLECTIVE FAMILY OFFICE LLC | 73.522.340 $ | +11.023.288 $ | +17,6 % | 62.499.052 $ | +4.609.046 $ | +8,0 % | 57.890.006 $ | +1.754.556 $ | +3,1 % | 56.135.450 $ | +2.506.141 $ | +4,7 % |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 73.324.787 $ | +6.399.810 $ | +9,6 % | 66.924.977 $ | -4.239.514 $ | -6,0 % | 71.164.491 $ | +754.229 $ | +1,1 % | |||
| Summit Wealth Group, LLC | 73.309.338 $ | +8.408.233 $ | +13,0 % | 64.901.105 $ | +2.026.852 $ | +3,2 % | 62.874.253 $ | +2.180.385 $ | +3,6 % | |||
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 73.066.143 $ | +4.808.614 $ | +7,0 % | 68.257.529 $ | +2.235.229 $ | +3,4 % | 66.022.300 $ | +2.801.924 $ | +4,4 % | |||
| STOLZ & ASSOCIATES, PS | 42.494.735 $ | -29.975.231 $ | -41,4 % | 72.469.966 $ | +10.471.176 $ | +16,9 % | 61.998.790 $ | +9.817.149 $ | +18,8 % | 52.181.641 $ | ||
| Financial Management Professionals, Inc. | 72.367.192 $ | +835.276 $ | +1,2 % | 71.531.916 $ | +5.511.526 $ | +8,3 % | 66.020.390 $ | +2.580.725 $ | +4,1 % | 63.439.665 $ | +1.780.653 $ | +2,9 % |
| Clarity Wealth Development LLC | 67.147.614 $ | -4.902.085 $ | -6,8 % | 72.049.699 $ | +34.980.550 $ | +94,4 % | 37.069.149 $ | +3.272.144 $ | +9,7 % | 33.797.005 $ | +4.151.767 $ | +14,0 % |
| Arkadios Wealth Advisors | 70.808.893 $ | +9.263.170 $ | +15,1 % | 61.545.723 $ | +23.634.174 $ | +62,3 % | 37.911.549 $ | +9.374.698 $ | +32,9 % | |||
| Kilner Capital Advisors, LLC | 70.364.842 $ | +7.574.891 $ | +12,1 % | 62.789.951 $ | -1.004.378 $ | -1,6 % | 63.794.329 $ | |||||
| First Financial Group Corp | 54.561.860 $ | -15.802.687 $ | -22,5 % | 70.364.547 $ | +11.783.190 $ | +20,1 % | 58.581.357 $ | +6.789.068 $ | +13,1 % | 51.792.289 $ | +1.066.391 $ | +2,1 % |
| Corus Family Wealth Advisors | 70.254.936 $ | +9.398.214 $ | +15,4 % | 60.856.722 $ | +6.857.720 $ | +12,7 % | 53.999.002 $ | +5.386.919 $ | +11,1 % | |||
| FISCHER INVESTMENT STRATEGIES, LLC | 69.904.863 $ | +9.972.495 $ | +16,6 % | 59.932.368 $ | +21.207.403 $ | +54,8 % | 38.724.965 $ | +11.149.100 $ | +40,4 % | |||
| BWM Planning, LLC | 69.818.386 $ | +5.444.917 $ | +8,5 % | 64.373.469 $ | -2.650.600 $ | -4,0 % | 67.024.069 $ | +5.124.261 $ | +8,3 % | |||
| Kure Advisory, LLC | 69.497.396 $ | +1.441.144 $ | +2,1 % | 68.056.252 $ | +9.964.049 $ | +17,2 % | 58.092.203 $ | +1.196.663 $ | +2,1 % | 56.895.540 $ | +3.906.353 $ | +7,4 % |
| Shira Ridge Wealth Management | 69.296.780 $ | +4.706.183 $ | +7,3 % | 64.590.597 $ | +11.730.011 $ | +22,2 % | 52.860.586 $ | +968.276 $ | +1,9 % | 51.892.310 $ | +3.397.251 $ | +7,0 % |
| BlackRock, Inc. | 68.490.430 $ | +25.568.063 $ | +59,6 % | 42.922.367 $ | +21.775.237 $ | +103,0 % | 21.147.130 $ | +9.618.775 $ | +83,4 % | |||
| Daner Wealth Management, LLC | 68.487.877 $ | +6.555.562 $ | +10,6 % | 61.932.315 $ | +7.022.143 $ | +12,8 % | 54.910.172 $ | +3.447.958 $ | +6,7 % | |||
| CITIGROUP INC | 61.741.854 $ | -6.616.077 $ | -9,7 % | 68.357.931 $ | +28.683.527 $ | +72,3 % | 39.674.404 $ | +13.426.337 $ | +51,2 % | 26.248.067 $ | +4.172.674 $ | +18,9 % |
| AlTi Global, Inc. | 19.865.395 $ | +157.346 $ | +0,8 % | 19.708.049 $ | -48.566.645 $ | -71,1 % | 68.274.694 $ | -3.658.432 $ | -5,1 % | |||
| CreativeOne Wealth, LLC | 49.449.623 $ | -16.419.864 $ | -24,9 % | 65.869.487 $ | -2.334.257 $ | -3,4 % | 68.203.744 $ | +3.555.104 $ | +5,5 % | |||
| Parker Financial LLC | 68.137.354 $ | +1.891.302 $ | +2,9 % | 66.246.052 $ | +7.647.169 $ | +13,1 % | 58.598.883 $ | +1.461.137 $ | +2,6 % | 57.137.746 $ | +893.014 $ | +1,6 % |
| Joel Isaacson & Co., LLC | 64.711.974 $ | -3.180.460 $ | -4,7 % | 67.892.434 $ | +8.630.206 $ | +14,6 % | 59.262.228 $ | +3.985.614 $ | +7,2 % | 55.276.614 $ | +11.141.679 $ | +25,2 % |
| Janney Montgomery Scott LLC | 67.844.000 $ | +8.717.000 $ | +14,7 % | 59.127.000 $ | +5.932.000 $ | +11,2 % | 53.195.000 $ | +5.483.000 $ | +11,5 % | |||
| Concord Wealth Partners | 60.144.028 $ | -7.529.481 $ | -11,1 % | 67.673.509 $ | +6.312.660 $ | +10,3 % | 61.360.849 $ | +1.258.505 $ | +2,1 % | 60.102.344 $ | +9.044.306 $ | +17,7 % |
| Kondo Wealth Advisors, Inc. | 66.309.974 $ | -894.347 $ | -1,3 % | 67.204.321 $ | +6.905.888 $ | +11,5 % | 60.298.433 $ | +1.484.361 $ | +2,5 % | 58.814.072 $ | +2.879.735 $ | +5,1 % |
| BlueSky Wealth Advisors, LLC | 62.490.953 $ | +385.977 $ | +0,6 % | 62.104.976 $ | +6.624.927 $ | +11,9 % | 55.480.049 $ | -11.696.025 $ | -17,4 % | 67.176.074 $ | +2.698.710 $ | +4,2 % |
| Ferguson Johnson Wealth Management Inc | 65.079.195 $ | -1.909.805 $ | -2,9 % | 66.989.000 $ | +6.129.000 $ | +10,1 % | 60.860.000 $ | +2.335.000 $ | +4,0 % | 58.525.000 $ | ||
| 25 LLC | 49.714.135 $ | -17.144.996 $ | -25,6 % | 66.859.131 $ | +6.127.907 $ | +10,1 % | 60.731.224 $ | +2.619.136 $ | +4,5 % | 58.112.088 $ | +39.701.102 $ | +215,6 % |
| Vistica Wealth Advisors, LLC | 66.633.763 $ | +7.108.553 $ | +11,9 % | 59.525.210 $ | -2.462.333 $ | -4,0 % | 61.987.543 $ | |||||
| Everest Private Wealth | 66.418.830 $ | +12.236.564 $ | +22,6 % | 54.182.266 $ | -4.785.185 $ | -8,1 % | 58.967.451 $ | -2.869.994 $ | -4,6 % | |||
| Berger Financial Group, Inc | 66.389.699 $ | +5.360.052 $ | +8,8 % | 61.029.647 $ | -178.929 $ | -0,3 % | 61.208.576 $ | +6.854.509 $ | +12,6 % | |||
| Sterling Financial Planning, Inc. | 55.425.860 $ | -10.690.592 $ | -16,2 % | 66.116.452 $ | +4.995.884 $ | +8,2 % | 61.120.568 $ | +3.027.689 $ | +5,2 % | 58.092.879 $ | +3.714.302 $ | +6,8 % |
| KFG WEALTH MANAGEMENT, LLC | 32.097.278 $ | -33.384.929 $ | -51,0 % | 65.482.207 $ | +5.977.014 $ | +10,0 % | 59.505.193 $ | +5.871.632 $ | +10,9 % | 53.633.561 $ | +5.164.392 $ | +10,7 % |
| Curated Wealth Partners LLC | 65.197.067 $ | +13.963.961 $ | +27,3 % | 51.233.106 $ | +23.810.353 $ | +86,8 % | 27.422.753 $ | +2.269.614 $ | +9,0 % | 25.153.139 $ | +2.398.498 $ | +10,5 % |
| RAFFA WEALTH MANAGEMENT, LLC | 64.903.055 $ | +12.699.840 $ | +24,3 % | 52.203.215 $ | +470.688 $ | +0,9 % | 51.732.527 $ | +1.837.923 $ | +3,7 % | |||
| Forum Private Client Group LLC | 64.788.346 $ | +8.965.867 $ | +16,1 % | 55.822.479 $ | +4.681.925 $ | +9,2 % | 51.140.554 $ | +4.046.500 $ | +8,6 % | |||
| BCM ADVISORS, LLC | 60.094.005 $ | -4.303.952 $ | -6,7 % | 64.397.957 $ | +1.178.223 $ | +1,9 % | 63.219.734 $ | -813.289 $ | -1,3 % | 64.033.023 $ | +721.593 $ | +1,1 % |
| Security Financial Services, INC. | 61.536.729 $ | -2.855.679 $ | -4,4 % | 64.392.408 $ | +5.775.865 $ | +9,9 % | 58.616.543 $ | -999.418 $ | -1,7 % | 59.615.961 $ | +5.435.909 $ | +10,0 % |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 50.892.939 $ | -13.465.202 $ | -20,9 % | 64.358.141 $ | +2.541.682 $ | +4,1 % | 61.816.459 $ | +922.329 $ | +1,5 % | 60.894.130 $ | +1.082.811 $ | +1,8 % |
| COGENT STRATEGIC WEALTH LLC | 57.658.080 $ | -6.664.160 $ | -10,4 % | 64.322.240 $ | +3.702.221 $ | +6,1 % | 60.620.019 $ | +362.718 $ | +0,6 % | 60.257.301 $ | ||
| SeedSafe Financial LLC | 55.806.094 $ | -8.214.339 $ | -12,8 % | 64.020.433 $ | +5.641.826 $ | +9,7 % | 58.378.607 $ | +5.081.352 $ | +9,5 % | 53.297.255 $ | ||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 63.941.889 $ | +10.163.820 $ | +18,9 % | 53.778.069 $ | +34.640.552 $ | +181,0 % | 19.137.517 $ | +7.177.063 $ | +60,0 % | 11.960.454 $ | +89.050 $ | +0,8 % |
| Approach Retirement Advisors, LLC | 58.124.988 $ | -5.788.510 $ | -9,1 % | 63.913.498 $ | +7.673.929 $ | +13,6 % | 56.239.569 $ | +1.573.820 $ | +2,9 % | 54.665.749 $ | ||
| E6 Portfolios, LLC | 63.458.124 $ | +1.972.057 $ | +3,2 % | 61.486.067 $ | +6.843.635 $ | +12,5 % | 54.642.432 $ | +4.470.292 $ | +8,9 % | 50.172.140 $ | ||
| Oakwell Private Wealth Management, LLC | 63.455.432 $ | +2.451.874 $ | +4,0 % | 61.003.558 $ | +5.023.878 $ | +9,0 % | 55.979.680 $ | +4.102.295 $ | +7,9 % | 51.877.385 $ | +3.409.546 $ | +7,0 % |
| Generations Wealth, LLC | 63.385.836 $ | +514.178 $ | +0,8 % | 62.871.658 $ | +2.616.743 $ | +4,3 % | 60.254.915 $ | |||||
| Everhart Financial Group, Inc. | 63.074.748 $ | +9.758.781 $ | +18,3 % | 53.315.967 $ | +10.591.684 $ | +24,8 % | 42.724.283 $ | +9.000.782 $ | +26,7 % | 33.723.501 $ | +9.849.114 $ | +41,3 % |
| Owl Creek Wealth Partners LLC | 62.903.844 $ | +2.827.569 $ | +4,7 % | 60.076.275 $ | +8.474.819 $ | +16,4 % | 51.601.456 $ | |||||
| Leonard Rickey Investment Advisors P.L.L.C. | 62.752.619 $ | +547.948 $ | +0,9 % | 62.204.671 $ | +5.174.002 $ | +9,1 % | 57.030.669 $ | +2.843.633 $ | +5,2 % | 54.187.036 $ | +2.302.572 $ | +4,4 % |
| Crown Wealth Group, LLC | 55.374.503 $ | -7.224.294 $ | -11,5 % | 62.598.797 $ | +9.122.352 $ | +17,1 % | 53.476.445 $ | -1.937.123 $ | -3,5 % | 55.413.568 $ | +1.786.339 $ | +3,3 % |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.037.892 $ | -46.832.297 $ | -93,9 % | 49.870.189 $ | -12.517.413 $ | -20,1 % | 62.387.602 $ | +5.469.078 $ | +9,6 % | 56.918.524 $ | -9.984 $ | -0,0 % |
| Keystone Financial Group, Inc. | 62.263.032 $ | +3.106.528 $ | +5,3 % | 59.156.504 $ | +6.878.654 $ | +13,2 % | 52.277.850 $ | +1.708.896 $ | +3,4 % | 50.568.954 $ | +4.859.993 $ | +10,6 % |
| Aegis Wealth Management LLC | 61.953.942 $ | +5.591.167 $ | +9,9 % | 56.362.775 $ | +1.414.925 $ | +2,6 % | 54.947.850 $ | -2.412.677 $ | -4,2 % | |||
| Hutchens & Kramer Investment Management Group, LLC | 20.455.098 $ | -41.283.490 $ | -66,9 % | 61.738.588 $ | +3.974.202 $ | +6,9 % | 57.764.386 $ | -149.555 $ | -0,3 % | 57.913.941 $ | -1.158.686 $ | -2,0 % |
| LongView Asset Management LLC | 61.325.814 $ | -372.398 $ | -0,6 % | |||||||||
| CGN Advisors LLC | 52.662.281 $ | -8.652.191 $ | -14,1 % | 61.314.472 $ | +20.067.663 $ | +48,7 % | 41.246.809 $ | -875.983 $ | -2,1 % | 42.122.792 $ | -72.313 $ | -0,2 % |
| Ironwood Wealth Management, LLC. | 60.903.813 $ | +9.855.838 $ | +19,3 % | 51.047.975 $ | ||||||||
| American Trust | 60.151.362 $ | +5.863.051 $ | +10,8 % | 54.288.311 $ | +4.744.717 $ | +9,6 % | 49.543.594 $ | |||||
| 3 FACTOR INDEXING, LLC | 60.111.665 $ | +1.368.642 $ | +2,3 % | 58.743.023 $ | +8.849.295 $ | +17,7 % | 49.893.728 $ | |||||
| First National Advisers, LLC | 59.831.124 $ | +2.614.958 $ | +4,6 % | 57.216.166 $ | +8.576.698 $ | +17,6 % | 48.639.468 $ | +3.787.708 $ | +8,4 % | |||
| MassMutual Private Wealth & Trust, FSB | 54.173.959 $ | -5.098.222 $ | -8,6 % | 59.272.181 $ | +6.923.181 $ | +13,2 % | 52.349.000 $ | -687.617 $ | -1,3 % | 53.036.617 $ | +522.118 $ | +1,0 % |
| Opus Capital Group, LLC | 58.848.000 $ | +58.789.425 $ | +100.366,1 % | 58.575 $ | -53.353.425 $ | -99,9 % | 53.412.000 $ | +409.000 $ | +0,8 % | 53.003.000 $ | +1.902.000 $ | +3,7 % |
| AIRE ADVISORS, LLC | 57.380.221 $ | -1.163.255 $ | -2,0 % | 58.543.476 $ | +4.673.923 $ | +8,7 % | 53.869.553 $ | +2.025.861 $ | +3,9 % | 51.843.692 $ | +2.783.182 $ | +5,7 % |
| Sowell Financial Services LLC | 53.824.617 $ | -4.625.347 $ | -7,9 % | 58.449.964 $ | +5.690.332 $ | +10,8 % | 52.759.632 $ | +762.899 $ | +1,5 % | 51.996.733 $ | +4.523.515 $ | +9,5 % |
| PENOBSCOT WEALTH MANAGEMENT | 58.326.705 $ | +1.828.549 $ | +3,2 % | 56.498.156 $ | -1.888.112 $ | -3,2 % | 58.386.268 $ | +2.736.095 $ | +4,9 % | 55.650.173 $ | +2.148.703 $ | +4,0 % |
| BDFS Capital LLC | 32.382.592 $ | -25.814.430 $ | -44,4 % | 58.197.022 $ | +11.805.971 $ | +25,4 % | 46.391.051 $ | +2.371.948 $ | +5,4 % | 44.019.103 $ | ||
| Kings Path Partners LLC | 58.157.253 $ | +1.354.472 $ | +2,4 % | 56.802.781 $ | +12.608.123 $ | +28,5 % | 44.194.658 $ | +1.117.127 $ | +2,6 % | 43.077.531 $ | +3.463.618 $ | +8,7 % |
| Shore Point Advisors, LLC | 58.038.086 $ | +3.543.391 $ | +6,5 % | 54.494.695 $ | +4.778.749 $ | +9,6 % | 49.715.946 $ | +9.583.545 $ | +23,9 % | 40.132.401 $ | +11.764.144 $ | +41,5 % |
| LAM GROUP, INC. | 55.743.058 $ | -1.925.699 $ | -3,3 % | 57.668.757 $ | +4.417.637 $ | +8,3 % | 53.251.120 $ | +946.905 $ | +1,8 % | 52.304.215 $ | +1.498.658 $ | +2,9 % |
| Waterfront Wealth Inc. | 29.233.125 $ | -28.241.448 $ | -49,1 % | 57.474.573 $ | +6.126.536 $ | +11,9 % | 51.348.037 $ | -1.876.662 $ | -3,5 % | 53.224.699 $ | +4.075.564 $ | +8,3 % |
| KELLY FINANCIAL GROUP LLC | 35.536.722 $ | -21.917.683 $ | -38,1 % | 57.454.405 $ | +5.830.485 $ | +11,3 % | 51.623.920 $ | +1.358.426 $ | +2,7 % | 50.265.494 $ | +3.460.212 $ | +7,4 % |
| OLD MISSION CAPITAL LLC | 57.161.026 $ | +2.258.084 $ | +4,1 % | 54.902.942 $ | +12.610.251 $ | +29,8 % | 42.292.691 $ | -1.671.869 $ | -3,8 % | |||
| Fort Vancouver Investment Management, LLC | 57.041.907 $ | +4.271.399 $ | +8,1 % | 52.770.508 $ | +5.378.666 $ | +11,3 % | 47.391.842 $ | +2.972.550 $ | +6,7 % | |||
| Hardy Reed LLC | 22.268.167 $ | -34.701.934 $ | -60,9 % | 56.970.101 $ | +11.254.677 $ | +24,6 % | 45.715.424 $ | +1.203.227 $ | +2,7 % | 44.512.197 $ | +4.059.798 $ | +10,0 % |
| SUMMIT WEALTH GROUP LLC / CO | 31.253.651 $ | -25.705.029 $ | -45,1 % | 56.958.680 $ | +5.131.914 $ | +9,9 % | 51.826.766 $ | -1.713.435 $ | -3,2 % | 53.540.201 $ | +51.463.339 $ | +2.477,9 % |
| Kaufman Rossin Wealth, LLC | 44.844.494 $ | -11.996.601 $ | -21,1 % | 56.841.095 $ | +9.292.796 $ | +19,5 % | 47.548.299 $ | -834.257 $ | -1,7 % | 48.382.556 $ | +2.395.623 $ | +5,2 % |
| FIRETHORN WEALTH PARTNERS, LLC | 51.497.896 $ | -5.329.427 $ | -9,4 % | 56.827.323 $ | +6.974.434 $ | +14,0 % | 49.852.889 $ | +998.276 $ | +2,0 % | 48.854.613 $ | -429.773 $ | -0,9 % |
| Cherry Tree Wealth Management, LLC | 50.443.763 $ | -6.311.457 $ | -11,1 % | 56.755.220 $ | +11.517.410 $ | +25,5 % | 45.237.810 $ | +1.307.559 $ | +3,0 % | 43.930.251 $ | +2.819.882 $ | +6,9 % |
| RIA Advisory Group LLC | 56.577.724 $ | +55.659.996 $ | +6.065,0 % | 917.728 $ | ||||||||
| ABLE Financial Group, LLC | 44.994.229 $ | -11.420.701 $ | -20,2 % | 56.414.930 $ | +6.877.160 $ | +13,9 % | 49.537.770 $ | -1.274.556 $ | -2,5 % | 50.812.326 $ | +4.204.708 $ | +9,0 % |
| Francis Financial, Inc. | 48.918.208 $ | +3.060.467 $ | +6,7 % | 45.857.741 $ | -10.238.028 $ | -18,3 % | 56.095.769 $ | +4.973.235 $ | +9,7 % | |||
| FAMILY WEALTH PARTNERS, LLC | 44.056.110 $ | -12.011.259 $ | -21,4 % | 56.067.369 $ | +7.531.784 $ | +15,5 % | 48.535.585 $ | +6.267.130 $ | +14,8 % | 42.268.455 $ | +619.809 $ | +1,5 % |
| Donalies Financial Planning, LLC | 54.127.086 $ | -1.938.957 $ | -3,5 % | 56.066.043 $ | +6.669.534 $ | +13,5 % | 49.396.509 $ | -772.576 $ | -1,5 % | 50.169.085 $ | ||
| Spectrum Investment Advisors, Inc. | 55.979.674 $ | +4.437.458 $ | +8,6 % | 51.542.216 $ | +1.278.784 $ | +2,5 % | 50.263.432 $ | +1.595.066 $ | +3,3 % | |||
| KM Capital Management Ltd. | 55.882.396 $ | -49.755 $ | -0,1 % | 55.932.151 $ | +2.411.432 $ | +4,5 % | 53.520.719 $ | -5.861.521 $ | -9,9 % | |||
| NWAM LLC | 55.646.965 $ | +10.350.357 $ | +22,9 % | 45.296.608 $ | +1.868.565 $ | +4,3 % | 43.428.043 $ | +1.354.994 $ | +3,2 % | |||
| BAKER TILLY WEALTH MANAGEMENT, LLC | 53.551.271 $ | -2.012.091 $ | -3,6 % | 55.563.362 $ | +5.324.223 $ | +10,6 % | 50.239.139 $ | +4.033.695 $ | +8,7 % | 46.205.444 $ | -40.009.841 $ | -46,4 % |
| Wheelhouse Advisory Group LLC | 55.553.794 $ | +3.339.014 $ | +6,4 % | 52.214.780 $ | +9.373.576 $ | +21,9 % | 42.841.204 $ | +9.742.203 $ | +29,4 % | 33.099.001 $ | +9.988.452 $ | +43,2 % |
| Invst, LLC | 49.773.276 $ | -5.622.182 $ | -10,1 % | 55.395.458 $ | +583.235 $ | +1,1 % | 54.812.223 $ | +4.794.633 $ | +9,6 % | |||
| West Financial Advisors, LLC | 55.027.352 $ | +7.040.170 $ | +14,7 % | 47.987.182 $ | +2.664.083 $ | +5,9 % | 45.323.099 $ | +21.361.011 $ | +89,1 % | 23.962.088 $ | ||
| DWR WEALTH MANAGEMENT, LLC | 45.283.894 $ | -9.626.099 $ | -17,5 % | 54.909.993 $ | +9.571.983 $ | +21,1 % | 45.338.010 $ | +9.836.085 $ | +27,7 % | 35.501.925 $ | ||
| SEVEN MILE ADVISORY | 1.592.448 $ | -24.158 $ | -1,5 % | 1.616.606 $ | +193.802 $ | +13,6 % | 1.422.804 $ | -52.877.892 $ | -97,4 % | 54.300.696 $ | +4.085.598 $ | +8,1 % |
| SUTTON PLACE INVESTORS LLC | 53.693.516 $ | -570.506 $ | -1,1 % | 54.264.022 $ | +4.978.399 $ | +10,1 % | 49.285.623 $ | -535.979 $ | -1,1 % | 49.821.602 $ | +561.558 $ | +1,1 % |
| AssuredPartners Investment Advisors, LLC | 54.188.438 $ | +7.714.869 $ | +16,6 % | 46.473.569 $ | +503.036 $ | +1,1 % | 45.970.533 $ | +3.846.099 $ | +9,1 % | |||
| PCA Investment Advisory Services Inc. | 54.145.271 $ | +978.702 $ | +1,8 % | 53.166.569 $ | +19.828.160 $ | +59,5 % | 33.338.409 $ | +8.982.148 $ | +36,9 % | 24.356.261 $ | +1.775.511 $ | +7,9 % |
| Bernardo Wealth Planning LLC | 54.035.140 $ | +29.445.689 $ | +119,7 % | 24.589.451 $ | +4.293.600 $ | +21,2 % | 20.295.851 $ | +1.139.880 $ | +6,0 % | 19.155.971 $ | +819.521 $ | +4,5 % |
| Navigate Wealth Management, LLC | 47.702.075 $ | -6.180.117 $ | -11,5 % | 53.882.192 $ | +6.297.523 $ | +13,2 % | 47.584.669 $ | |||||
| Mendota Financial Group, LLC | 51.816.160 $ | -2.061.458 $ | -3,8 % | 53.877.618 $ | +9.473.626 $ | +21,3 % | 44.403.992 $ | -70.023 $ | -0,2 % | 44.474.015 $ | +3.334.836 $ | +8,1 % |
| McCartney Wealth Management LLC | 53.318.224 $ | +5.461.185 $ | +11,4 % | 47.857.039 $ | -83.172 $ | -0,2 % | 47.940.211 $ | |||||
| ENTRUST FINANCIAL LLC | 37.935.228 $ | -15.179.191 $ | -28,6 % | 53.114.419 $ | +4.067.071 $ | +8,3 % | 49.047.348 $ | +9.552.769 $ | +24,2 % | 39.494.579 $ | ||
| Prism Advisors, Inc. | 28.873.485 $ | -23.252.064 $ | -44,6 % | 52.125.549 $ | +1.901.107 $ | +3,8 % | 50.224.442 $ | +677.108 $ | +1,4 % | 49.547.334 $ | +3.758.050 $ | +8,2 % |
| Edge Financial Advisors LLC | 51.772.855 $ | +21.368.093 $ | +70,3 % | |||||||||
| SEI INVESTMENTS CO | 51.673.760 $ | +9.450.690 $ | +22,4 % | 42.223.070 $ | +8.004.290 $ | +23,4 % | 34.218.780 $ | +4.994.710 $ | +17,1 % | |||
| Sollinda Capital Management LLC | 51.490.036 $ | +11.844.198 $ | +29,9 % | 39.645.838 $ | +3.331.359 $ | +9,2 % | 36.314.479 $ | +5.870.381 $ | +19,3 % | |||
| Tanager Wealth Management LLP | 50.689.515 $ | -545.607 $ | -1,1 % | 51.235.122 $ | +3.530.681 $ | +7,4 % | 47.704.441 $ | -777.561 $ | -1,6 % | 48.482.002 $ | +2.457.763 $ | +5,3 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 48.208.813 $ | -2.996.124 $ | -5,9 % | 51.204.937 $ | +6.576.446 $ | +14,7 % | 44.628.491 $ | +1.473.986 $ | +3,4 % | 43.154.505 $ | +14.961.886 $ | +53,1 % |
| Silver Oak Advisory Group, Inc. | 51.150.085 $ | +4.176.085 $ | +8,9 % | 46.974.000 $ | +6.584.000 $ | +16,3 % | 40.390.000 $ | +4.513.000 $ | +12,6 % | 35.877.000 $ | +1.432.000 $ | +4,2 % |
| HighPoint Advisor Group LLC | 51.057.789 $ | +5.226.906 $ | +11,4 % | 45.830.883 $ | +3.454.093 $ | +8,2 % | 42.376.790 $ | |||||
| E-Wealth Partners, LLC | 51.054.661 $ | +4.938.340 $ | +10,7 % | 46.116.321 $ | +2.974.105 $ | +6,9 % | 43.142.216 $ | |||||
| Weinberger Asset Management, Inc | 37.904.609 $ | -13.129.977 $ | -25,7 % | 51.034.586 $ | +9.647.517 $ | +23,3 % | 41.387.069 $ | +2.446.340 $ | +6,3 % | 38.940.729 $ | +2.365.345 $ | +6,5 % |
| Jacobi Capital Management LLC | 50.959.883 $ | +3.234.004 $ | +6,8 % | 47.725.879 $ | +6.842.310 $ | +16,7 % | 40.883.569 $ | +6.654.425 $ | +19,4 % | 34.229.144 $ | +2.782.474 $ | +8,8 % |
| TRB Wealth Management, LLC | 50.536.757 $ | -323.877 $ | -0,6 % | 50.860.634 $ | ||||||||
| AG Asset Advisory, LLC | 50.797.387 $ | +734.041 $ | +1,5 % | 50.063.346 $ | +2.042.617 $ | +4,3 % | 48.020.729 $ | +1.213.529 $ | +2,6 % | 46.807.200 $ | +5.094.339 $ | +12,2 % |
| BURNEY CO/ | 50.759.407 $ | +4.487.088 $ | +9,7 % | 46.272.319 $ | +4.739.674 $ | +11,4 % | 41.532.645 $ | +2.312.784 $ | +5,9 % | 39.219.861 $ | +2.955.422 $ | +8,1 % |
| Morling Financial Advisors, LLC | 50.690.062 $ | +2.797.016 $ | +5,8 % | 47.893.046 $ | +5.335.753 $ | +12,5 % | 42.557.293 $ | -38.097 $ | -0,1 % | 42.595.390 $ | +2.147.335 $ | +5,3 % |
| CarsonAllaria Wealth Management, Ltd. | 50.646.558 $ | +6.551.791 $ | +14,9 % | 44.094.767 $ | -1.379.777 $ | -3,0 % | 45.474.544 $ | +1.262.733 $ | +2,9 % | |||
| Torren Management, LLC | 21.816.900 $ | -7.029.219 $ | -24,4 % | 28.846.119 $ | -21.620.310 $ | -42,8 % | 50.466.429 $ | +5.549.114 $ | +12,4 % | 44.917.315 $ | ||
| ELEVATE WEALTH ADVISORY, INC | 49.452.787 $ | +2.213.223 $ | +4,7 % | 47.239.564 $ | +4.672.284 $ | +11,0 % | 42.567.280 $ | +4.351.803 $ | +11,4 % | 38.215.477 $ | +2.547.031 $ | +7,1 % |
| Fortitude Family Office, LLC | 49.036.128 $ | +5.810.415 $ | +13,4 % | 43.225.713 $ | +3.518.908 $ | +8,9 % | 39.706.805 $ | +5.533.858 $ | +16,2 % | 34.172.947 $ | +7.688.815 $ | +29,0 % |
| Ariadne Wealth Management, LP | 46.169.169 $ | -2.741.232 $ | -5,6 % | 48.910.401 $ | +4.621.829 $ | +10,4 % | 44.288.572 $ | -1.827.538 $ | -4,0 % | 46.116.110 $ | +3.178.546 $ | +7,4 % |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 28.055.162 $ | -20.496.275 $ | -42,2 % | 48.551.437 $ | +5.530.613 $ | +12,9 % | 43.020.824 $ | -895.836 $ | -2,0 % | 43.916.660 $ | ||
| GREAT VALLEY ADVISOR GROUP, INC. | 48.476.445 $ | +9.717.252 $ | +25,1 % | 38.759.193 $ | +4.520.672 $ | +13,2 % | 34.238.521 $ | -27.052.453 $ | -44,1 % | |||
| World Investment Advisors | 48.332.174 $ | +674.505 $ | +1,4 % | 47.657.669 $ | +5.830.647 $ | +13,9 % | 41.827.022 $ | +8.066.082 $ | +23,9 % | |||
| Financial Synergies Wealth Advisors, Inc. | 47.052.540 $ | -906.237 $ | -1,9 % | 47.958.777 $ | +4.994.288 $ | +11,6 % | 42.964.489 $ | +598.132 $ | +1,4 % | 42.366.357 $ | +2.206.129 $ | +5,5 % |
| Sprinkle Financial Consultants LLC | 43.538.444 $ | -4.409.446 $ | -9,2 % | 47.947.890 $ | +5.551.460 $ | +13,1 % | 42.396.430 $ | +3.118.700 $ | +7,9 % | 39.277.730 $ | +3.714.307 $ | +10,4 % |
| LANDAAS & CO /WI /ADV | 47.909.652 $ | +5.382.354 $ | +12,7 % | 42.527.298 $ | +8.029.829 $ | +23,3 % | 34.497.469 $ | +10.492.626 $ | +43,7 % | 24.004.843 $ | +8.206.843 $ | +51,9 % |
| Emprise Bank | 38.744.591 $ | -8.937.204 $ | -18,7 % | 47.681.795 $ | +9.893.884 $ | +26,2 % | 37.787.911 $ | +8.779.015 $ | +30,3 % | 29.008.896 $ | +4.249.394 $ | +17,2 % |
| SouthState Bank Corp | 46.335.753 $ | +3.741.930 $ | +8,8 % | 42.593.823 $ | -5.085.212 $ | -10,7 % | 47.679.035 $ | -2.450.718 $ | -4,9 % | |||
| Cordant, Inc. | 47.303.761 $ | +7.137.904 $ | +17,8 % | 40.165.857 $ | +5.658.865 $ | +16,4 % | 34.506.992 $ | +4.096.414 $ | +13,5 % | |||
| Strategic Financial Services, Inc. | 45.586.950 $ | +450.676 $ | +1,0 % | 45.136.274 $ | -2.071.833 $ | -4,4 % | 47.208.107 $ | +6.896.887 $ | +17,1 % | |||
| Archford Capital Strategies, LLC | 21.380.002 $ | -25.718.846 $ | -54,6 % | 47.098.848 $ | +4.585.067 $ | +10,8 % | 42.513.781 $ | +1.079.777 $ | +2,6 % | 41.434.004 $ | +1.535.620 $ | +3,8 % |
| Lakeshore Financial Planning, Inc. | 45.257.478 $ | +258.781 $ | +0,6 % | 44.998.697 $ | -1.771.810 $ | -3,8 % | 46.770.507 $ | +16.565.856 $ | +54,8 % | 30.204.651 $ | +1.000.485 $ | +3,4 % |
| CogentBlue Wealth Advisors, LLC | 22.390.801 $ | -24.324.520 $ | -52,1 % | 46.715.321 $ | +5.974.559 $ | +14,7 % | 40.740.762 $ | +797.917 $ | +2,0 % | 39.942.845 $ | +3.168.751 $ | +8,6 % |
| SENTINEL WEALTH MANAGEMENT, INC. | 46.596.535 $ | +4.972.472 $ | +11,9 % | 41.624.063 $ | +2.307.439 $ | +5,9 % | 39.316.624 $ | +2.237.259 $ | +6,0 % | |||
| Schulz Wealth, LTD. | 45.167.154 $ | -1.285.436 $ | -2,8 % | 46.452.590 $ | +7.041.627 $ | +17,9 % | 39.410.963 $ | +2.312.813 $ | +6,2 % | |||
| Cravens & Co Advisors, LLC | 38.513.631 $ | -4.111.413 $ | -9,6 % | 42.625.044 $ | -3.485.638 $ | -7,6 % | 46.110.682 $ | -85.327 $ | -0,2 % | 46.196.009 $ | +4.001.824 $ | +9,5 % |
| Cornerstone Wealth Partners, LLC | 46.162.444 $ | +9.982.126 $ | +27,6 % | 36.180.318 $ | +4.992.158 $ | +16,0 % | 31.188.160 $ | +6.360.865 $ | +25,6 % | 24.827.295 $ | ||
| Belleair Asset Management, LLC | 44.666.055 $ | -1.391.007 $ | -3,0 % | 46.057.062 $ | +4.176.551 $ | +10,0 % | 41.880.511 $ | +2.397.433 $ | +6,1 % | 39.483.078 $ | ||
| FULTON BANK, N.A. | 45.931.876 $ | +6.221.923 $ | +15,7 % | 39.709.953 $ | +278.320 $ | +0,7 % | 39.431.633 $ | +2.927.571 $ | +8,0 % | |||
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 45.642.412 $ | +9.151.284 $ | +25,1 % | 36.491.128 $ | +6.051.785 $ | +19,9 % | 30.439.343 $ | |||||
| Mason & Associates Inc | 45.592.239 $ | +6.220.115 $ | +15,8 % | 39.372.124 $ | -3.632.138 $ | -8,4 % | 43.004.262 $ | +2.263.593 $ | +5,6 % | |||
| Heirloom Wealth Management | 5.929.337 $ | -1.858.525 $ | -23,9 % | 7.787.862 $ | -231.295 $ | -2,9 % | 8.019.157 $ | -37.525.581 $ | -82,4 % | 45.544.738 $ | +232.062 $ | +0,5 % |
| Seneschal Advisors, LLC | 45.383.634 $ | +4.824.862 $ | +11,9 % | 40.558.772 $ | +969.283 $ | +2,4 % | 39.589.489 $ | +383.595 $ | +1,0 % | |||
| GK Wealth Management LLC | 45.338.010 $ | |||||||||||
| MORRIS FINANCIAL CONCEPTS, INC. | 45.333.465 $ | +4.066.681 $ | +9,9 % | 41.266.784 $ | +4.550.625 $ | +12,4 % | 36.716.159 $ | +2.401.597 $ | +7,0 % | |||
| Capital Analysts, LLC | 45.171.000 $ | +6.231.000 $ | +16,0 % | 38.940.000 $ | +4.137.000 $ | +11,9 % | 34.803.000 $ | +5.998.000 $ | +20,8 % | |||
| Triad Wealth Partners, LLC | 36.922.733 $ | -8.211.947 $ | -18,2 % | 45.134.680 $ | +8.803.166 $ | +24,2 % | 36.331.514 $ | +3.901.043 $ | +12,0 % | 32.430.471 $ | +8.259.574 $ | +34,2 % |
| Coston, McIsaac & Partners | 44.180.522 $ | -891.478 $ | -2,0 % | 45.072.000 $ | +8.426.000 $ | +23,0 % | 36.646.000 $ | +2.848.000 $ | +8,4 % | 33.798.000 $ | +10.126.000 $ | +42,8 % |
| Clarity Capital Advisors, LLC | 44.488.818 $ | -246.449 $ | -0,6 % | 44.735.267 $ | +2.675.526 $ | +6,4 % | 42.059.741 $ | +460.823 $ | +1,1 % | 41.598.918 $ | +2.631.913 $ | +6,8 % |
| Summit Financial, LLC | 44.594.511 $ | +7.430.875 $ | +20,0 % | 37.163.636 $ | +28.847.878 $ | +346,9 % | 8.315.758 $ | +1.801.452 $ | +27,7 % | |||
| PINNACLE ASSOCIATES LTD | 15.135.594 $ | -29.435.668 $ | -66,0 % | 44.571.262 $ | +4.065.086 $ | +10,0 % | 40.506.176 $ | -1.261.970 $ | -3,0 % | 41.768.146 $ | +1.215.801 $ | +3,0 % |
| HBE Wealth Management, LLC | 39.340.409 $ | -5.206.308 $ | -11,7 % | 44.546.717 $ | +8.526.014 $ | +23,7 % | 36.020.703 $ | +2.414.346 $ | +7,2 % | 33.606.357 $ | ||
| FORTERIS WEALTH MANAGEMENT INC. | 43.435.970 $ | -953.204 $ | -2,1 % | 44.389.174 $ | +5.855.147 $ | +15,2 % | 38.534.027 $ | +879.412 $ | +2,3 % | 37.654.615 $ | ||
| Pinnacle Wealth Management Advisory Group, LLC | 15.489.515 $ | -28.805.330 $ | -65,0 % | 44.294.845 $ | +4.031.131 $ | +10,0 % | 40.263.714 $ | -1.230.810 $ | -3,0 % | 41.494.524 $ | +1.180.914 $ | +2,9 % |
| Steward Partners Investment Advisory, LLC | 44.261.024 $ | +5.336.027 $ | +13,7 % | 38.924.997 $ | +3.341.988 $ | +9,4 % | 35.583.009 $ | +3.193.362 $ | +9,9 % | |||
| Avant Financial Advisors LLC | 30.893.460 $ | -13.266.738 $ | -30,0 % | 44.160.198 $ | +5.711.072 $ | +14,9 % | 38.449.126 $ | +1.740.181 $ | +4,7 % | 36.708.945 $ | +757.469 $ | +2,1 % |
| ACT Advisors, LLC. | 43.755.444 $ | +1.601.549 $ | +3,8 % | 42.153.895 $ | +9.980.854 $ | +31,0 % | 32.173.041 $ | +1.462.392 $ | +4,8 % | 30.710.649 $ | +2.362.935 $ | +8,3 % |
| Selective Wealth Management, Inc. | 43.711.042 $ | +374.608 $ | +0,9 % | 43.336.434 $ | +13.716.647 $ | +46,3 % | 29.619.787 $ | +18.599.418 $ | +168,8 % | 11.020.369 $ | +7.453.713 $ | +209,0 % |
| Royal Harbor Partners, LLC | 40.325.546 $ | -3.100.176 $ | -7,1 % | 43.425.722 $ | +5.481.637 $ | +14,4 % | 37.944.085 $ | +7.357.379 $ | +24,1 % | 30.586.706 $ | +1.963.838 $ | +6,9 % |
| DeLarme Wealth Management, Inc. | 43.281.143 $ | +1.355.981 $ | +3,2 % | 41.925.162 $ | +3.428.526 $ | +8,9 % | 38.496.636 $ | +3.276.526 $ | +9,3 % | 35.220.110 $ | ||
| Highland Financial Advisors, LLC | 41.772.166 $ | -1.179.281 $ | -2,7 % | 42.951.447 $ | +4.966.474 $ | +13,1 % | 37.984.973 $ | +1.662.183 $ | +4,6 % | 36.322.790 $ | +1.559.216 $ | +4,5 % |
| SageView Advisory Group, LLC | 42.884.726 $ | +5.917.240 $ | +16,0 % | 36.967.486 $ | -1.745.874 $ | -4,5 % | 38.713.360 $ | +513.263 $ | +1,3 % | |||
| Quantum Financial Planning Services, Inc. | 42.857.667 $ | +2.762.151 $ | +6,9 % | 40.095.516 $ | +5.556.610 $ | +16,1 % | 34.538.906 $ | +2.664.062 $ | +8,4 % | 31.874.844 $ | +9.171.069 $ | +40,4 % |
| Aspen Private Advisors, LLC | 27.663.564 $ | -15.151.255 $ | -35,4 % | 42.814.819 $ | ||||||||
| M Wealth Management, LLC | 42.612.136 $ | +846.814 $ | +2,0 % | 41.765.322 $ | +4.184.234 $ | +11,1 % | 37.581.088 $ | +221.358 $ | +0,6 % | 37.359.730 $ | +403.436 $ | +1,1 % |
| tru Independence LLC | 42.042.587 $ | -553.492 $ | -1,3 % | 42.596.079 $ | +4.615.470 $ | +12,2 % | 37.980.609 $ | +361.942 $ | +1,0 % | 37.618.667 $ | +3.078.860 $ | +8,9 % |
| Frankly Finances, LLC | 41.985.146 $ | -591.331 $ | -1,4 % | 42.576.477 $ | +5.116.506 $ | +13,7 % | 37.459.971 $ | +1.074.731 $ | +3,0 % | 36.385.240 $ | ||
| Well Done, LLC | 17.543.574 $ | -24.767.193 $ | -58,5 % | 42.310.767 $ | +4.701.922 $ | +12,5 % | 37.608.845 $ | +5.972.891 $ | +18,9 % | 31.635.954 $ | +6.984.457 $ | +28,3 % |
| KWMG, LLC | 41.412.256 $ | -706.086 $ | -1,7 % | 42.118.342 $ | +6.930.555 $ | +19,7 % | 35.187.787 $ | +1.561.689 $ | +4,6 % | 33.626.098 $ | +1.310.968 $ | +4,1 % |
| Vermillion & White Wealth Management Group, LLC | 37.978.735 $ | -1.031.438 $ | -2,6 % | 39.010.173 $ | -2.905.628 $ | -6,9 % | 41.915.801 $ | +1.667.774 $ | +4,1 % | |||
| Sensenig Capital Advisors, Inc | 31.075.104 $ | -2.082.311 $ | -6,3 % | 33.157.415 $ | -5.936.385 $ | -15,2 % | 39.093.800 $ | -2.608.538 $ | -6,3 % | 41.702.338 $ | ||
| Wealth Management Strategies, Inc. | 41.630.703 $ | +5.807.042 $ | +16,2 % | 35.823.661 $ | -2.866 $ | -0,0 % | 35.826.527 $ | +2.163.520 $ | +6,4 % | |||
| Unison Advisors LLC | 39.264.620 $ | -2.099.558 $ | -5,1 % | 41.364.178 $ | +8.608.984 $ | +26,3 % | 32.755.194 $ | +1.713.393 $ | +5,5 % | 31.041.801 $ | +1.731.200 $ | +5,9 % |
| Colorado Capital Management, Inc. | 40.713.000 $ | -634.000 $ | -1,5 % | 41.347.000 $ | +3.157.000 $ | +8,3 % | 38.190.000 $ | +686.000 $ | +1,8 % | 37.504.000 $ | +1.567.000 $ | +4,4 % |
| Accurate Wealth Management, LLC | 36.615.119 $ | -4.651.361 $ | -11,3 % | 41.266.480 $ | +21.575.978 $ | +109,6 % | 19.690.502 $ | +4.447.855 $ | +29,2 % | 15.242.647 $ | +1.203.885 $ | +8,6 % |
| REGIMEN WEALTH, LLC | 41.172.557 $ | +2.105.305 $ | +5,4 % | 39.067.252 $ | ||||||||
| IFP Advisors, Inc | 41.026.478 $ | -132.978 $ | -0,3 % | 41.159.456 $ | +5.234.691 $ | +14,6 % | 35.924.765 $ | +1.788.882 $ | +5,2 % | 34.135.883 $ | +960.601 $ | +2,9 % |
| REGIONS FINANCIAL CORP | 41.126.807 $ | +1.842.900 $ | +4,7 % | 39.283.907 $ | +4.425.671 $ | +12,7 % | 34.858.236 $ | +383.903 $ | +1,1 % | 34.474.333 $ | -32.392.421 $ | -48,4 % |
| Linscomb Wealth, Inc. | 40.970.931 $ | +764.831 $ | +1,9 % | 40.206.100 $ | +3.757.036 $ | +10,3 % | 36.449.064 $ | +21.385.444 $ | +142,0 % | 15.063.620 $ | +2.087.885 $ | +16,1 % |
| Cogent Private Wealth, Inc. | 35.270.399 $ | -757.040 $ | -2,1 % | 36.027.439 $ | -4.924.936 $ | -12,0 % | 40.952.375 $ | +6.052.671 $ | +17,3 % | 34.899.704 $ | ||
| Keudell/Morrison Wealth Management | 35.201.488 $ | +1.489.219 $ | +4,4 % | 33.712.269 $ | -7.135.883 $ | -17,5 % | 40.848.152 $ | +9.875.935 $ | +31,9 % | 30.972.217 $ | ||
| BOS Asset Management, LLC | 29.744.785 $ | -11.053.289 $ | -27,1 % | 40.798.074 $ | +3.680.095 $ | +9,9 % | 37.117.979 $ | +4.338.487 $ | +13,2 % | 32.779.492 $ | +3.578.209 $ | +12,3 % |
| Oak Wealth Advisors LLC | 40.797.855 $ | +3.832.196 $ | +10,4 % | 36.965.659 $ | +322.999 $ | +0,9 % | 36.642.660 $ | -745.832 $ | -2,0 % | |||
| Trailhead Planners LLC | 40.296.042 $ | +684.905 $ | +1,7 % | 39.611.137 $ | +1.108.214 $ | +2,9 % | 38.502.923 $ | |||||
| Waterford Advisors, LLC | 40.221.025 $ | +4.118.630 $ | +11,4 % | 36.102.395 $ | +2.201.127 $ | +6,5 % | 33.901.268 $ | |||||
| MBL Wealth, LLC | 40.096.327 $ | +785.081 $ | +2,0 % | 39.311.246 $ | +2.890.988 $ | +7,9 % | 36.420.258 $ | +1.416.334 $ | +4,0 % | 35.003.924 $ | +2.034.547 $ | +6,2 % |
| MLG Wealth Management DBA Pine Grove Financial Group | 39.221.777 $ | -761.365 $ | -1,9 % | 39.983.142 $ | +3.427.500 $ | +9,4 % | 36.555.642 $ | +18.963 $ | +0,1 % | 36.536.679 $ | ||
| Austin Private Wealth, LLC | 39.966.225 $ | +2.972.470 $ | +8,0 % | |||||||||
| Prospect Financial Group LLC | 27.165.640 $ | -12.758.376 $ | -32,0 % | 39.924.016 $ | +3.619.369 $ | +10,0 % | 36.304.647 $ | -238.298 $ | -0,7 % | 36.542.945 $ | +3.358.916 $ | +10,1 % |
| Highland Investment Advisors LLC | 39.895.949 $ | |||||||||||
| Apollon Financial, LLC | 39.547.210 $ | +3.409.218 $ | +9,4 % | 36.137.992 $ | +8.102.092 $ | +28,9 % | 28.035.900 $ | +2.576.094 $ | +10,1 % | 25.459.806 $ | +3.001.896 $ | +13,4 % |
| Lido Advisors, LLC | 39.313.183 $ | +13.044.017 $ | +49,7 % | 26.269.166 $ | -1.847.319 $ | -6,6 % | 28.116.485 $ | +14.274.565 $ | +103,1 % | 13.841.920 $ | +290.698 $ | +2,1 % |
| WEALTHSPAN PARTNERS, LLC | 39.297.496 $ | +1.988.234 $ | +5,3 % | 37.309.262 $ | -564.097 $ | -1,5 % | 37.873.359 $ | -462.219 $ | -1,2 % | |||
| Ledgewood Wealth Advisors, LLC | 38.328.981 $ | -823.197 $ | -2,1 % | 39.152.178 $ | +2.081.023 $ | +5,6 % | 37.071.155 $ | -417.096 $ | -1,1 % | 37.488.251 $ | +460.913 $ | +1,2 % |
| UMB Bank, n.a. | 38.153.983 $ | -642.472 $ | -1,7 % | 38.796.455 $ | +4.333.979 $ | +12,6 % | 34.462.476 $ | +824.750 $ | +2,5 % | 33.637.726 $ | +915.872 $ | +2,8 % |
| Divergent Planning, LLC | 38.787.946 $ | +994.114 $ | +2,6 % | |||||||||
| ACCREDITED INVESTOR SERVICES, LLC | 38.731.911 $ | +772.855 $ | +2,0 % | 37.959.056 $ | +3.676.933 $ | +10,7 % | 34.282.123 $ | +1.330.255 $ | +4,0 % | 32.951.868 $ | +1.432.713 $ | +4,5 % |
| Compound Planning, Inc. | 38.488.596 $ | +2.449.932 $ | +6,8 % | 36.038.664 $ | +6.893.347 $ | +23,7 % | 29.145.317 $ | +4.259.494 $ | +17,1 % | 24.885.823 $ | -4.743.368 $ | -16,0 % |
| Twin Cities Retirement Group LLC | 36.468.317 $ | -2.001.787 $ | -5,2 % | 38.470.104 $ | +2.496.306 $ | +6,9 % | 35.973.798 $ | +2.328.105 $ | +6,9 % | 33.645.693 $ | ||
| Friday Financial | 38.426.407 $ | +2.257.451 $ | +6,2 % | 36.168.956 $ | +6.996.401 $ | +24,0 % | 29.172.555 $ | +1.201.953 $ | +4,3 % | 27.970.602 $ | +6.002.600 $ | +27,3 % |
| Sanctuary Advisors, LLC | 38.360.293 $ | +6.137.888 $ | +19,0 % | 32.222.405 $ | -4.015.450 $ | -11,1 % | 36.237.855 $ | +3.689.708 $ | +11,3 % | |||
| Shotwell Rutter Baer Inc | 38.088.377 $ | +396.937 $ | +1,1 % | 37.691.440 $ | +735.932 $ | +2,0 % | 36.955.508 $ | +789.591 $ | +2,2 % | 36.165.917 $ | +2.376.273 $ | +7,0 % |
| Abacus Planning Group, Inc. | 38.074.320 $ | +496.511 $ | +1,3 % | 37.577.809 $ | +5.165.598 $ | +15,9 % | 32.412.211 $ | +2.464.292 $ | +8,2 % | 29.947.919 $ | +2.220.145 $ | +8,0 % |
| BluePrint Investing LLC | 28.604.479 $ | -9.396.980 $ | -24,7 % | 38.001.459 $ | +4.116.320 $ | +12,1 % | 33.885.139 $ | +130.900 $ | +0,4 % | 33.754.239 $ | ||
| Beacon Financial Strategies CORP | 37.985.764 $ | +121.471 $ | +0,3 % | 37.864.293 $ | +4.731.195 $ | +14,3 % | 33.133.098 $ | -573.525 $ | -1,7 % | 33.706.623 $ | +1.065.541 $ | +3,3 % |
| SpringVest Wealth Management LLC | 37.750.708 $ | -77.131 $ | -0,2 % | 37.827.839 $ | +4.205.222 $ | +12,5 % | 33.622.617 $ | +3.071.865 $ | +10,1 % | 30.550.752 $ | +5.057.983 $ | +19,8 % |
| FinDec Wealth Services, Inc. | 34.617.555 $ | -361.207 $ | -1,0 % | 34.978.762 $ | +2.377.066 $ | +7,3 % | 32.601.696 $ | -5.142.456 $ | -13,6 % | 37.744.152 $ | -1.286.186 $ | -3,3 % |
| Hudock, Inc. | 37.741.970 $ | +990.025 $ | +2,7 % | 36.751.945 $ | +1.738.692 $ | +5,0 % | 35.013.253 $ | +10.221.688 $ | +41,2 % | 24.791.565 $ | +4.034.696 $ | +19,4 % |
| TruWealth Advisors, LLC | 37.661.135 $ | +19.696.430 $ | +109,6 % | 17.964.705 $ | +1.715.519 $ | +10,6 % | ||||||
| Allen Capital Group, LLC | 37.077.470 $ | +7.581.626 $ | +25,7 % | 29.495.844 $ | +3.354.354 $ | +12,8 % | 26.141.490 $ | +1.803.121 $ | +7,4 % | 24.338.369 $ | +1.111.191 $ | +4,8 % |
| Larry Mathis Financial Planning, LLC | 37.047.767 $ | +19.240.727 $ | +108,1 % | 17.807.040 $ | +6.721.511 $ | +60,6 % | 11.085.529 $ | +4.744.978 $ | +74,8 % | 6.340.551 $ | ||
| JP Wealth Management, Inc. | 36.887.617 $ | -79.774 $ | -0,2 % | 36.967.391 $ | +4.720.567 $ | +14,6 % | 32.246.824 $ | -605.753 $ | -1,8 % | 32.852.577 $ | +90.069 $ | +0,3 % |
| Consilium Wealth Advisory, LLC | 36.753.173 $ | -161.203 $ | -0,4 % | 36.914.376 $ | +3.463.450 $ | +10,4 % | 33.450.926 $ | +9.053.235 $ | +37,1 % | 24.397.691 $ | +3.637.528 $ | +17,5 % |
| Embree Financial Group | 34.063.720 $ | -915.212 $ | -2,6 % | 34.978.932 $ | -1.879.389 $ | -5,1 % | 36.858.321 $ | -15.446 $ | -0,0 % | 36.873.767 $ | +14.842.533 $ | +67,4 % |
| Glassy Mountain Advisors, Inc. | 36.811.429 $ | +4.944.386 $ | +15,5 % | 31.867.043 $ | +1.663.586 $ | +5,5 % | 30.203.457 $ | +1.606.135 $ | +5,6 % | |||
| Blue Trust, Inc. | 940.704 $ | -218.548 $ | -18,9 % | 1.159.252 $ | -35.591.735 $ | -96,8 % | 36.750.987 $ | +3.526.380 $ | +10,6 % | 33.224.607 $ | +2.255.762 $ | +7,3 % |
| MJP ASSOCIATES INC /ADV | 34.500.125 $ | -2.118.537 $ | -5,8 % | 36.618.662 $ | +33.735.806 $ | +1.170,2 % | 2.882.856 $ | +79.751 $ | +2,8 % | |||
| STAGE HARBOR FINANCIAL, LLC | 29.600.664 $ | -6.965.348 $ | -19,0 % | 36.566.012 $ | +6.073.121 $ | +19,9 % | 30.492.891 $ | +3.264.805 $ | +12,0 % | 27.228.086 $ | +3.157.221 $ | +13,1 % |
| Advisor OS, LLC | 34.831.119 $ | +330.994 $ | +1,0 % | 34.500.125 $ | -2.022.766 $ | -5,5 % | 36.522.891 $ | +33.640.035 $ | +1.166,9 % | 2.882.856 $ | +79.751 $ | +2,8 % |
| Brookstone Capital Management | 36.379.905 $ | +3.026.622 $ | +9,1 % | 33.353.283 $ | +4.204.017 $ | +14,4 % | 29.149.266 $ | +7.750.252 $ | +36,2 % | 21.399.014 $ | -875.808 $ | -3,9 % |
| POINCIANA ADVISORS GROUP, LLC | 35.913.383 $ | -421.904 $ | -1,2 % | 36.335.287 $ | +3.507.497 $ | +10,7 % | 32.827.790 $ | +383.052 $ | +1,2 % | 32.444.738 $ | +3.125.492 $ | +10,7 % |
| FLOW TRADERS U.S. LLC | 36.313.000 $ | +11.882.000 $ | +48,6 % | 24.431.000 $ | +18.340.000 $ | +301,1 % | 6.091.000 $ | -5.672.000 $ | -48,2 % | |||
| Sageworth Trust Co of South Dakota | 29.411.574 $ | -6.789.486 $ | -18,8 % | 36.201.060 $ | +8.080.315 $ | +28,7 % | 28.120.745 $ | +284.188 $ | +1,0 % | 27.836.557 $ | +10.424.404 $ | +59,9 % |
| Prime Capital Investment Advisors, LLC | 30.506.162 $ | -5.507.441 $ | -15,3 % | 36.013.603 $ | +2.291.410 $ | +6,8 % | 33.722.193 $ | +5.937.808 $ | +21,4 % | 27.784.385 $ | +4.590.095 $ | +19,8 % |
| Addison Advisors LLC | 23.638.232 $ | +1.832.901 $ | +8,4 % | 21.805.331 $ | -14.128.132 $ | -39,3 % | 35.933.463 $ | +844.692 $ | +2,4 % | 35.088.771 $ | +2.126.910 $ | +6,5 % |
| CLG LLC | 34.798.865 $ | -1.102.092 $ | -3,1 % | 35.900.957 $ | +4.118.739 $ | +13,0 % | 31.782.218 $ | +2.262.115 $ | +7,7 % | 29.520.103 $ | +3.321.807 $ | +12,7 % |
| Ocean Park Asset Management, LLC | 1.986.166 $ | +287.628 $ | +16,9 % | 1.698.538 $ | +198.163 $ | +13,2 % | 1.500.375 $ | -34.208.857 $ | -95,8 % | 35.709.232 $ | +115.767 $ | +0,3 % |
| Meeder Advisory Services, Inc. | 35.561.672 $ | +34.899.226 $ | +5.268,2 % | 662.446 $ | -17.393 $ | -2,6 % | 679.839 $ | +3.624 $ | +0,5 % | |||
| Brown Financial Advisory | 34.172.116 $ | -1.320.310 $ | -3,7 % | 35.492.426 $ | +7.775.088 $ | +28,1 % | 27.717.338 $ | +2.596.052 $ | +10,3 % | 25.121.286 $ | +1.290.632 $ | +5,4 % |
| VSM Wealth Advisory, LLC | 35.393.489 $ | +5.009.135 $ | +16,5 % | 30.384.354 $ | -191.129 $ | -0,6 % | 30.575.483 $ | +1.189.127 $ | +4,0 % | |||
| Forza Wealth Management, LLC | 35.367.710 $ | +469.922 $ | +1,3 % | 34.897.788 $ | +6.508.080 $ | +22,9 % | 28.389.708 $ | +2.835.839 $ | +11,1 % | 25.553.869 $ | +4.305.458 $ | +20,3 % |
| Advisory Services Network, LLC | 35.240.461 $ | +5.207.565 $ | +17,3 % | 30.032.896 $ | +5.866.108 $ | +24,3 % | 24.166.788 $ | +8.529.522 $ | +54,5 % | |||
| COWA, LLC | 31.225.176 $ | -3.936.746 $ | -11,2 % | 35.161.922 $ | +662.946 $ | +1,9 % | 34.498.976 $ | +1.153.475 $ | +3,5 % | 33.345.501 $ | +1.961.201 $ | +6,2 % |
| Integrated Advisors Network LLC | 34.775.732 $ | +846.786 $ | +2,5 % | 33.928.946 $ | +4.321.701 $ | +14,6 % | 29.607.245 $ | -577.741 $ | -1,9 % | 30.184.986 $ | +911.851 $ | +3,1 % |
| MELFA WEALTH MANAGEMENT, INC. | 28.254.849 $ | -6.454.404 $ | -18,6 % | 34.709.253 $ | +3.126.803 $ | +9,9 % | 31.582.450 $ | +1.355.605 $ | +4,5 % | 30.226.845 $ | +1.005.781 $ | +3,4 % |
| FIRST NATIONAL BANK SIOUX FALLS | 31.942.138 $ | -2.751.156 $ | -7,9 % | 34.693.294 $ | +0 $ | +0,0 % | 34.693.294 $ | +4.239.515 $ | +13,9 % | 30.453.779 $ | +1.216.799 $ | +4,2 % |
| Mission Hills Financial Advisory, LLC | 34.680.589 $ | |||||||||||
| Strategent Financial, LLC | 34.633.215 $ | +35.525 $ | +0,1 % | 34.597.690 $ | +4.455.188 $ | +14,8 % | 30.142.502 $ | +2.868.419 $ | +10,5 % | 27.274.083 $ | +3.859.896 $ | +16,5 % |
| Clear Creek Financial Management, LLC | 11.088.626 $ | -23.423.899 $ | -67,9 % | 34.512.525 $ | +13.534.795 $ | +64,5 % | 20.977.730 $ | +902.154 $ | +4,5 % | 20.075.576 $ | +4.587.317 $ | +29,6 % |
| CONQUIS FINANCIAL LLC | 34.270.239 $ | +782.522 $ | +2,3 % | 33.487.717 $ | +3.474.288 $ | +11,6 % | 30.013.429 $ | +4.990.808 $ | +19,9 % | |||
| Integrity Investment Advisors, LLC | 29.811.930 $ | -4.174.575 $ | -12,3 % | 33.986.505 $ | +13.209.311 $ | +63,6 % | 20.777.194 $ | +2.363.058 $ | +12,8 % | 18.414.136 $ | +1.964.876 $ | +11,9 % |
| EQ WEALTH ADVISORS, LLC | 33.898.454 $ | +1.477.567 $ | +4,6 % | 32.420.887 $ | +3.273.466 $ | +11,2 % | 29.147.421 $ | +1.363.219 $ | +4,9 % | |||
| Financially in Tune, LLC | 33.830.804 $ | +3.801.098 $ | +12,7 % | 30.029.706 $ | ||||||||
| Revolve Wealth Partners, LLC | 31.707.613 $ | -1.920.559 $ | -5,7 % | 33.628.172 $ | +11.507.432 $ | +52,0 % | 22.120.740 $ | -26.831 $ | -0,1 % | 22.147.571 $ | +715.247 $ | +3,3 % |
| Financial Architects, LLC | 21.984.695 $ | -11.629.382 $ | -34,6 % | 33.614.077 $ | +3.283.030 $ | +10,8 % | 30.331.047 $ | +1.398.104 $ | +4,8 % | 28.932.943 $ | +2.261.713 $ | +8,5 % |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 33.594.996 $ | +2.016.130 $ | +6,4 % | 31.578.866 $ | +3.958.163 $ | +14,3 % | 27.620.703 $ | +4.439.290 $ | +19,2 % | 23.181.413 $ | +6.932.023 $ | +42,7 % |
| GREENWOOD CAPITAL ASSOCIATES LLC | 33.293.236 $ | -235.118 $ | -0,7 % | 33.528.354 $ | +6.194.825 $ | +22,7 % | 27.333.529 $ | +2.894.405 $ | +11,8 % | 24.439.124 $ | +4.635.537 $ | +23,4 % |
| Mustard Seed Financial, LLC | 33.232.492 $ | -241.873 $ | -0,7 % | 33.474.365 $ | +6.719.696 $ | +25,1 % | 26.754.669 $ | +3.905.835 $ | +17,1 % | 22.848.834 $ | +3.105.860 $ | +15,7 % |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 33.431.331 $ | +3.247.406 $ | +10,8 % | 30.183.925 $ | +1.204.888 $ | +4,2 % | 28.979.037 $ | +1.267.094 $ | +4,6 % | |||
| First Financial Bank - Trust Division | 32.825.859 $ | -415.140 $ | -1,2 % | 33.240.999 $ | +1.936.998 $ | +6,2 % | 31.304.001 $ | +3.847.042 $ | +14,0 % | 27.456.959 $ | ||
| ERn Financial, LLC | 32.642.609 $ | -524.840 $ | -1,6 % | 33.167.449 $ | +2.057.644 $ | +6,6 % | 31.109.805 $ | -110.969 $ | -0,4 % | 31.220.774 $ | +1.234.078 $ | +4,1 % |
| Capital Investment Advisory Services, LLC | 21.850.398 $ | -11.275.044 $ | -34,0 % | 33.125.442 $ | +6.968.527 $ | +26,6 % | 26.156.915 $ | -406.614 $ | -1,5 % | 26.563.529 $ | +1.897.825 $ | +7,7 % |
| Cedar Point Capital Partners, LLC | 33.046.808 $ | +222.676 $ | +0,7 % | 32.824.132 $ | +4.295.604 $ | +15,1 % | 28.528.528 $ | -32.717 $ | -0,1 % | 28.561.245 $ | -205.539 $ | -0,7 % |
| PW ADVISORS, LLC \ FL | 32.943.285 $ | +3.565.014 $ | +12,1 % | 29.378.271 $ | +1.266.860 $ | +4,5 % | 28.111.411 $ | |||||
| Ancora Advisors LLC | 32.780.527 $ | +4.010.460 $ | +13,9 % | 28.770.067 $ | +5.605.663 $ | +24,2 % | 23.164.404 $ | +1.991.117 $ | +9,4 % | |||
| Global Retirement Partners, LLC | 32.580.726 $ | +11.772.335 $ | +56,6 % | 20.808.391 $ | +3.421.526 $ | +19,7 % | ||||||
| Certified Advisory Corp | 29.136.080 $ | -2.986.479 $ | -9,3 % | 32.122.559 $ | +5.630.677 $ | +21,3 % | 26.491.882 $ | +1.304.975 $ | +5,2 % | 25.186.907 $ | +3.338.587 $ | +15,3 % |
| Private Advisory Group LLC | 32.096.204 $ | +2.768.947 $ | +9,4 % | 29.327.257 $ | +27.873.315 $ | +1.917,1 % | 1.453.942 $ | +465.141 $ | +47,0 % | 988.801 $ | +238.245 $ | +31,7 % |
| Florida Trust Wealth Management Co | 31.891.133 $ | +5.996.372 $ | +23,2 % | 25.894.761 $ | +7.958.134 $ | +44,4 % | 17.936.627 $ | +3.507.534 $ | +24,3 % | 14.429.093 $ | +1.960.417 $ | +15,7 % |
| COMMERCE BANK | 31.803.158 $ | +7.559.760 $ | +31,2 % | 24.243.398 $ | +19.142.228 $ | +375,3 % | 5.101.170 $ | +363.266 $ | +7,7 % | |||
| Crestmont Private Wealth LLC | 31.682.820 $ | +11.499.556 $ | +57,0 % | 20.183.264 $ | +1.336.344 $ | +7,1 % | 18.846.920 $ | -120.535 $ | -0,6 % | |||
| TAGStone Capital, Inc. | 31.595.579 $ | +1.326.801 $ | +4,4 % | 30.268.778 $ | -782.229 $ | -2,5 % | 31.051.007 $ | +4.593.719 $ | +17,4 % | |||
| Atria Investments, Inc | 13.406.328 $ | -18.010.764 $ | -57,3 % | 31.417.092 $ | +28.676.104 $ | +1.046,2 % | 2.740.988 $ | -337.636 $ | -11,0 % | 3.078.624 $ | -5.770.621 $ | -65,2 % |
| Peterson Wealth Advisors, LLC | 31.124.482 $ | +950.677 $ | +3,2 % | 30.173.805 $ | +5.231.305 $ | +21,0 % | 24.942.500 $ | +951.456 $ | +4,0 % | 23.991.044 $ | +16.824.944 $ | +234,8 % |
| Maryland State Retirement & Pension System | 30.948.542 $ | |||||||||||
| WCG Wealth Advisors LLC | 30.873.922 $ | +4.249.350 $ | +16,0 % | 26.624.572 $ | +367.548 $ | +1,4 % | 26.257.024 $ | +887.471 $ | +3,5 % | |||
| SIGNATUREFD, LLC | 25.800.030 $ | -4.996.190 $ | -16,2 % | 30.796.220 $ | +4.855.275 $ | +18,7 % | 25.940.945 $ | +16.831.910 $ | +184,8 % | 9.109.035 $ | +2.564.893 $ | +39,2 % |
| Washington Trust Advisors, Inc. | 25.674.687 $ | -5.093.784 $ | -16,6 % | 30.768.471 $ | +3.760.045 $ | +13,9 % | 27.008.426 $ | +839.275 $ | +3,2 % | 26.169.151 $ | +1.390.585 $ | +5,6 % |
| Avior Wealth Management, LLC | 30.671.826 $ | -82.457 $ | -0,3 % | 30.754.283 $ | +2.331.641 $ | +8,2 % | 28.422.642 $ | +1.287.021 $ | +4,7 % | 27.135.621 $ | -23.348 $ | -0,1 % |
| SBK Financial, Inc. | 30.607.942 $ | +7.525.296 $ | +32,6 % | 23.082.646 $ | +8.820.743 $ | +61,8 % | 14.261.903 $ | |||||
| ProCore Advisors, LLC | 6.759.561 $ | -409.736 $ | -5,7 % | 7.169.297 $ | +7.406 $ | +0,1 % | 7.161.891 $ | -23.221.941 $ | -76,4 % | 30.383.832 $ | ||
| Waterloo Capital, L.P. | 1.585.892 $ | -28.746.243 $ | -94,8 % | 30.332.135 $ | +30.118.179 $ | +14.076,8 % | 213.956 $ | -4.750.905 $ | -95,7 % | |||
| Vigil Wealth Management, LLC | 30.152.287 $ | +3.940.692 $ | +15,0 % | 26.211.595 $ | +477.093 $ | +1,9 % | 25.734.502 $ | |||||
| RTD Financial Advisors, Inc. | 29.959.328 $ | +1.582.453 $ | +5,6 % | 28.376.875 $ | +5.911.508 $ | +26,3 % | 22.465.367 $ | +3.536.576 $ | +18,7 % | 18.928.791 $ | +3.508.051 $ | +22,7 % |
| My Personal CFO, LLC | 29.914.659 $ | +4.582.984 $ | +18,1 % | 25.331.675 $ | +4.836.760 $ | +23,6 % | 20.494.915 $ | +3.886.483 $ | +23,4 % | 16.608.432 $ | -55.124.874 $ | -76,8 % |
| Herold Advisors, Inc. | 29.382.409 $ | -512.591 $ | -1,7 % | 29.895.000 $ | +5.519.125 $ | +22,6 % | 24.375.875 $ | +2.325.062 $ | +10,5 % | 22.050.813 $ | +1.900.521 $ | +9,4 % |
| Avantax Planning Partners, Inc. | 10.650.652 $ | -18.699.380 $ | -63,7 % | 29.350.032 $ | +1.398.846 $ | +5,0 % | 27.951.186 $ | -1.539.508 $ | -5,2 % | 29.490.694 $ | -3.909.599 $ | -11,7 % |
| International Private Wealth Advisors LLC | 29.352.456 $ | +299.299 $ | +1,0 % | 29.053.157 $ | +3.165.525 $ | +12,2 % | 25.887.632 $ | +5.024.219 $ | +24,1 % | 20.863.413 $ | +5.125.694 $ | +32,6 % |
| Beckerman Institutional, LLC | 29.001.282 $ | +3.593.088 $ | +14,1 % | 25.408.194 $ | +1.696.800 $ | +7,2 % | 23.711.394 $ | +2.259.154 $ | +10,5 % | |||
| V2 Financial group LLC | 28.887.879 $ | +18.227.463 $ | +171,0 % | 10.660.416 $ | +6.599.837 $ | +162,5 % | 4.060.579 $ | +1.687.784 $ | +71,1 % | |||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28.768.922 $ | +7.421.797 $ | +34,8 % | 21.347.125 $ | +484.022 $ | +2,3 % | 20.863.103 $ | +2.925.606 $ | +16,3 % | |||
| KPP Advisory Services LLC | 26.484.282 $ | -2.282.035 $ | -7,9 % | 28.766.317 $ | +3.674.945 $ | +14,6 % | 25.091.372 $ | +975.596 $ | +4,0 % | 24.115.776 $ | +2.968.157 $ | +14,0 % |
| JGP Wealth Management, LLC | 21.410.159 $ | -7.296.650 $ | -25,4 % | 28.706.809 $ | +4.573.817 $ | +19,0 % | 24.132.992 $ | +2.059.121 $ | +9,3 % | 22.073.871 $ | +11.158.117 $ | +102,2 % |
| 49 WEALTH MANAGEMENT, LLC | 4.260.542 $ | -24.405.336 $ | -85,1 % | 28.665.878 $ | +19.942.884 $ | +228,6 % | 8.722.994 $ | +3.978.281 $ | +83,8 % | |||
| Thayer Financial, L.L.C. | 28.508.827 $ | +6.506.814 $ | +29,6 % | 22.002.013 $ | +2.282.795 $ | +11,6 % | 19.719.218 $ | +554.497 $ | +2,9 % | 19.164.721 $ | ||
| Sivia Capital Partners, LLC | 28.281.027 $ | +18.704.557 $ | +195,3 % | 9.576.470 $ | -2.522.895 $ | -20,9 % | 12.099.365 $ | +693.939 $ | +6,1 % | |||
| Everest Financial Group LLC | 26.529.103 $ | -1.672.280 $ | -5,9 % | 28.201.383 $ | +2.855.311 $ | +11,3 % | 25.346.072 $ | |||||
| ROBINSON SMITH WEALTH ADVISORS LLC | 22.423.198 $ | -5.716.882 $ | -20,3 % | 28.140.080 $ | +4.794.387 $ | +20,5 % | 23.345.693 $ | +4.481.865 $ | +23,8 % | 18.863.828 $ | +3.452.685 $ | +22,4 % |
| DBK Financial Counsel, LLC | 26.189.761 $ | -1.917.592 $ | -6,8 % | 28.107.353 $ | +1.485.079 $ | +5,6 % | 26.622.274 $ | +3.732.871 $ | +16,3 % | 22.889.403 $ | +3.694.044 $ | +19,2 % |
| RBF Capital, LLC | 15.363.900 $ | +924.400 $ | +6,4 % | 14.439.500 $ | -13.593.100 $ | -48,5 % | 28.032.600 $ | +14.651.200 $ | +109,5 % | |||
| JUNCTURE WEALTH STRATEGIES, LLC | 26.639.755 $ | -1.339.062 $ | -4,8 % | 27.978.817 $ | +1.740.328 $ | +6,6 % | 26.238.489 $ | -484.174 $ | -1,8 % | 26.722.663 $ | +985.539 $ | +3,8 % |
| Clark Asset Management, LLC | 25.950.491 $ | -1.879.202 $ | -6,8 % | 27.829.693 $ | +4.560.243 $ | +19,6 % | 23.269.450 $ | +2.947.624 $ | +14,5 % | 20.321.826 $ | +4.026.544 $ | +24,7 % |
| HFG Wealth Management, LLC | 25.893.188 $ | +1 $ | +0,0 % | 25.893.187 $ | -1.876.432 $ | -6,8 % | 27.769.619 $ | +60.229 $ | +0,2 % | 27.709.390 $ | +817.781 $ | +3,0 % |
| Estate Counselors, LLC | 20.739.462 $ | -6.849.274 $ | -24,8 % | 27.588.736 $ | +9.820.321 $ | +55,3 % | 17.768.415 $ | +1.378.439 $ | +8,4 % | |||
| William Mack & Associates, Inc. | 27.518.489 $ | +1.790.123 $ | +7,0 % | 25.728.366 $ | +10.103.996 $ | +64,7 % | 15.624.370 $ | +207.399 $ | +1,3 % | 15.416.971 $ | +6.082.538 $ | +65,2 % |
| SEMITAM BONAM LLC | 27.479.668 $ | +3.651.166 $ | +15,3 % | 23.828.502 $ | +3.263.608 $ | +15,9 % | 20.564.894 $ | +376.043 $ | +1,9 % | 20.188.851 $ | +2.163.380 $ | +12,0 % |
| Cascade Wealth Advisors, Inc | 27.396.821 $ | +4.144.881 $ | +17,8 % | 23.251.940 $ | +2.306.171 $ | +11,0 % | 20.945.769 $ | +2.110.785 $ | +11,2 % | |||
| TABLEAUX LLC | 19.152.415 $ | -8.191.888 $ | -30,0 % | 27.344.303 $ | +3.920.418 $ | +16,7 % | 23.423.885 $ | +6.454.488 $ | +38,0 % | 16.969.397 $ | -14.593.908 $ | -46,2 % |
| Stonehearth Capital Management, LLC | 25.511.348 $ | +244.710 $ | +1,0 % | 25.266.638 $ | +1.652.364 $ | +7,0 % | 23.614.274 $ | -3.594.378 $ | -13,2 % | 27.208.652 $ | +1.558.657 $ | +6,1 % |
| BROGAN FINANCIAL, INC. | 26.869.038 $ | +1.726.174 $ | +6,9 % | 25.142.864 $ | +326.304 $ | +1,3 % | 24.816.560 $ | -46.462 $ | -0,2 % | |||
| McNamara Financial Services, Inc. | 26.810.882 $ | +3.374.317 $ | +14,4 % | 23.436.565 $ | +202.159 $ | +0,9 % | 23.234.406 $ | +19.730.671 $ | +563,1 % | |||
| Nova R Wealth, Inc. | 25.824.338 $ | -938.874 $ | -3,5 % | 26.763.212 $ | +2.453.710 $ | +10,1 % | 24.309.502 $ | +4.169.198 $ | +20,7 % | 20.140.304 $ | +4.638.513 $ | +29,9 % |
| Cresset Asset Management, LLC | 26.589.615 $ | +2.736.486 $ | +11,5 % | 23.853.129 $ | -2.525.737 $ | -9,6 % | 26.378.866 $ | -10.557.884 $ | -28,6 % | |||
| Pacific Sage Partners, LLC | 26.580.953 $ | +426.225 $ | +1,6 % | 26.154.728 $ | +3.617.192 $ | +16,0 % | 22.537.536 $ | +812.472 $ | +3,7 % | 21.725.064 $ | +1.169.807 $ | +5,7 % |
| BFSG, LLC | 26.455.305 $ | +953.979 $ | +3,7 % | 25.501.326 $ | +2.733.789 $ | +12,0 % | 22.767.537 $ | +2.503.961 $ | +12,4 % | 20.263.576 $ | +1.849.061 $ | +10,0 % |
| AlphaCore Capital LLC | 18.448.219 $ | -7.968.586 $ | -30,2 % | 26.416.805 $ | +2.433.441 $ | +10,1 % | 23.983.364 $ | -366.345 $ | -1,5 % | 24.349.709 $ | -34.334 $ | -0,1 % |
| Prospera Financial Services Inc | 20.337.582 $ | -5.884.784 $ | -22,4 % | 26.222.366 $ | +4.650.026 $ | +21,6 % | 21.572.340 $ | +7.795.500 $ | +56,6 % | 13.776.840 $ | +1.696.992 $ | +14,0 % |
| Summit Investment Advisors, Inc.\KS | 13.173.119 $ | -5.623.428 $ | -29,9 % | 18.796.547 $ | -5.192.091 $ | -21,6 % | 23.988.638 $ | -2.206.758 $ | -8,4 % | 26.195.396 $ | ||
| Quad-Cities Investment Group, LLC | 25.780.850 $ | -325.760 $ | -1,2 % | 26.106.610 $ | +3.396.399 $ | +15,0 % | 22.710.211 $ | +1.437.678 $ | +6,8 % | 21.272.533 $ | +1.342.580 $ | +6,7 % |
| Next Level Wealth Planning, LLC | 26.034.038 $ | +1.023.685 $ | +4,1 % | 25.010.353 $ | +2.336.946 $ | +10,3 % | 22.673.407 $ | +1.746.581 $ | +8,3 % | 20.926.826 $ | +1.830.926 $ | +9,6 % |
| McGrath & Associates, Inc. | 25.974.023 $ | +1.703.612 $ | +7,0 % | 24.270.411 $ | +11.049.267 $ | +83,6 % | 13.221.144 $ | -4.871.373 $ | -26,9 % | 18.092.517 $ | +1.384.943 $ | +8,3 % |
| VISTA CAPITAL PARTNERS, INC. | 19.773.045 $ | -6.128.535 $ | -23,7 % | 25.901.580 $ | +4.767.629 $ | +22,6 % | 21.133.951 $ | +1.085.570 $ | +5,4 % | 20.048.381 $ | +470.541 $ | +2,4 % |
| Robinswood Financial LLC | 24.703.356 $ | -1.171.755 $ | -4,5 % | 25.875.111 $ | +1.444.767 $ | +5,9 % | 24.430.344 $ | +1.106.941 $ | +4,7 % | 23.323.403 $ | +1.829.901 $ | +8,5 % |
| ArborFi Advisors, LLC | 21.969.546 $ | -3.866.888 $ | -15,0 % | 25.836.434 $ | +1.282.798 $ | +5,2 % | 24.553.636 $ | +45.143 $ | +0,2 % | |||
| Eldridge Investment Advisors, Inc. | 25.828.648 $ | +1.879.330 $ | +7,8 % | 23.949.318 $ | +1.766.115 $ | +8,0 % | 22.183.203 $ | +4.256.609 $ | +23,7 % | |||
| U.S. Capital Wealth Advisors, LLC | 25.817.205 $ | +819.899 $ | +3,3 % | 24.997.306 $ | +740.879 $ | +3,1 % | ||||||
| Ridgeline Wealth, LLC | 25.579.469 $ | +809.306 $ | +3,3 % | 24.770.163 $ | +2.813.284 $ | +12,8 % | 21.956.879 $ | +1.022.445 $ | +4,9 % | 20.934.434 $ | +1.810.409 $ | +9,5 % |
| Compass Advisory Group LLC | 25.440.980 $ | +2.884.518 $ | +12,8 % | 22.556.462 $ | +20.575.079 $ | +1.038,4 % | 1.981.383 $ | +427.282 $ | +27,5 % | |||
| BESSEMER GROUP INC | 25.262.000 $ | +6.678.000 $ | +35,9 % | 18.584.000 $ | -325.000 $ | -1,7 % | 18.909.000 $ | +15.167.000 $ | +405,3 % | |||
| Nuveen, LLC | 25.148.868 $ | |||||||||||
| Family Office Research LLC | 24.730.683 $ | -403.392 $ | -1,6 % | 25.134.075 $ | +2.999.464 $ | +13,6 % | 22.134.611 $ | -257.629 $ | -1,2 % | 22.392.240 $ | +653.068 $ | +3,0 % |
| Gibson Capital, LLC | 18.661.039 $ | -6.465.008 $ | -25,7 % | 25.126.047 $ | +2.836.553 $ | +12,7 % | 22.289.494 $ | -572.712 $ | -2,5 % | 22.862.206 $ | +555.262 $ | +2,5 % |
| WealthSpring Partners, LLC | 19.235.565 $ | -5.886.684 $ | -23,4 % | 25.122.249 $ | +4.351.949 $ | +21,0 % | 20.770.300 $ | +3.039.242 $ | +17,1 % | 17.731.058 $ | ||
| Aviance Capital Partners, LLC | 19.974.390 $ | -5.137.760 $ | -20,5 % | 25.112.150 $ | +2.673.878 $ | +11,9 % | 22.438.272 $ | +2.476.324 $ | +12,4 % | 19.961.948 $ | +807.700 $ | +4,2 % |
| Balanced Rock Investment Advisors LLC | 25.092.066 $ | +2.421.743 $ | +10,7 % | 22.670.323 $ | +430.116 $ | +1,9 % | 22.240.207 $ | +1.140.856 $ | +5,4 % | |||
| Mutual Advisors, LLC | 25.085.357 $ | +3.990.119 $ | +18,9 % | 21.095.238 $ | +5.595.205 $ | +36,1 % | 15.500.033 $ | +1.106.253 $ | +7,7 % | |||
| Integrity Wealth Solutions LLC | 24.902.437 $ | +2.975.571 $ | +13,6 % | 21.926.866 $ | +514.769 $ | +2,4 % | 21.412.097 $ | +1.126.503 $ | +5,6 % | |||
| North Capital, Inc. | 23.922.798 $ | -799.738 $ | -3,2 % | 24.722.536 $ | +3.485.428 $ | +16,4 % | 21.237.108 $ | +395.003 $ | +1,9 % | 20.842.105 $ | +1.481.201 $ | +7,7 % |
| Greenline Partners, LLC | 24.641.368 $ | +1.645.948 $ | +7,2 % | 22.995.420 $ | +1.285.844 $ | +5,9 % | 21.709.576 $ | +937.281 $ | +4,5 % | |||
| LJI Wealth Management, LLC | 1.798.298 $ | -5.721.835 $ | -76,1 % | 7.520.133 $ | -1.649.539 $ | -18,0 % | 9.169.672 $ | -15.352.246 $ | -62,6 % | 24.521.918 $ | +20.201.993 $ | +467,6 % |
| VESTOR CAPITAL, LLC | 574.000 $ | -23.800.000 $ | -97,6 % | 24.374.000 $ | +23.580.000 $ | +2.969,8 % | 794.000 $ | +4.000 $ | +0,5 % | 790.000 $ | +30.000 $ | +3,9 % |
| Canvas Wealth Advisors, LLC | 12.708.102 $ | -11.615.718 $ | -47,8 % | 24.323.820 $ | +9.775.716 $ | +67,2 % | 14.548.104 $ | +6.196.639 $ | +74,2 % | 8.351.465 $ | +2.784.787 $ | +50,0 % |
| Canopy Partners, LLC | 24.253.880 $ | +772.083 $ | +3,3 % | 23.481.797 $ | +2.140.318 $ | +10,0 % | 21.341.479 $ | +549.029 $ | +2,6 % | 20.792.450 $ | +1.702.594 $ | +8,9 % |
| Mesirow Financial Investment Management, Inc. | 22.325.876 $ | -1.918.298 $ | -7,9 % | 24.244.174 $ | +4.723.500 $ | +24,2 % | 19.520.674 $ | +9.876.615 $ | +102,4 % | 9.644.059 $ | -6.987.728 $ | -42,0 % |
| Ares Financial Consulting, LLC | 20.962.000 $ | -3.276.254 $ | -13,5 % | 24.238.254 $ | +1.185.545 $ | +5,1 % | 23.052.709 $ | +1.033.578 $ | +4,7 % | 22.019.131 $ | ||
| INTREPID CAPITAL MANAGEMENT INC | 24.137.834 $ | +2.566.915 $ | +11,9 % | 21.570.919 $ | +168.491 $ | +0,8 % | 21.402.428 $ | +758.885 $ | +3,7 % | |||
| Mraz, Amerine & Associates, Inc. | 24.016.934 $ | +155.955 $ | +0,7 % | 23.860.979 $ | +1.072.497 $ | +4,7 % | 22.788.482 $ | +996.087 $ | +4,6 % | 21.792.395 $ | +1.476.096 $ | +7,3 % |
| Brand Asset Management Group, Inc. | 23.895.278 $ | +7.013.805 $ | +41,5 % | 16.881.473 $ | +2.252.240 $ | +15,4 % | 14.629.233 $ | +1.559.028 $ | +11,9 % | |||
| Triumph Capital Management | 23.887.975 $ | +466.844 $ | +2,0 % | 23.421.131 $ | +2.545.930 $ | +12,2 % | 20.875.201 $ | +2.420.442 $ | +13,1 % | 18.454.759 $ | ||
| Baker Ellis Asset Management LLC | 23.690.651 $ | +424.249 $ | +1,8 % | 23.266.402 $ | +725.161 $ | +3,2 % | 22.541.241 $ | +1.908.148 $ | +9,2 % | 20.633.093 $ | +1.743.516 $ | +9,2 % |
| Venture Visionary Partners LLC | 18.785.343 $ | -4.789.608 $ | -20,3 % | 23.574.951 $ | +16.481.544 $ | +232,4 % | 7.093.407 $ | -91.597 $ | -1,3 % | 7.185.004 $ | +1.003.583 $ | +16,2 % |
| REAP Financial Group, LLC | 23.438.169 $ | +1.435.793 $ | +6,5 % | 22.002.376 $ | +3.080.037 $ | +16,3 % | 18.922.339 $ | +2.210.326 $ | +13,2 % | 16.712.013 $ | +1.401.845 $ | +9,2 % |
| Prosperity Planning, Inc. | 22.793.545 $ | -530.019 $ | -2,3 % | 23.323.564 $ | +1.064.496 $ | +4,8 % | 22.259.068 $ | -173.325 $ | -0,8 % | 22.432.393 $ | -909.169 $ | -3,9 % |
| 180 WEALTH ADVISORS, LLC | 23.295.307 $ | +474.995 $ | +2,1 % | 22.820.312 $ | +4.035.277 $ | +21,5 % | 18.785.035 $ | +2.341.571 $ | +14,2 % | 16.443.464 $ | +1.298.015 $ | +8,6 % |
| Rialto Wealth Management, LLC | 23.141.193 $ | +2.478.566 $ | +12,0 % | 20.662.627 $ | +1.938.079 $ | +10,4 % | 18.724.548 $ | +2.073.592 $ | +12,5 % | |||
| Ponta Wealth Partners, LLC | 23.130.337 $ | +5.632.359 $ | +32,2 % | 17.497.978 $ | +4.894.689 $ | +38,8 % | 12.603.289 $ | |||||
| Tradewinds, LLC. | 16.983.417 $ | +16.778.310 $ | +8.180,3 % | 205.107 $ | -22.920.743 $ | -99,1 % | 23.125.850 $ | +6.579.664 $ | +39,8 % | |||
| Capital Group Private Client Services, Inc. | 23.073.702 $ | +2.725.587 $ | +13,4 % | 20.348.115 $ | +15.041.669 $ | +283,5 % | 5.306.446 $ | -11.914.660 $ | -69,2 % | |||
| Breakwater Capital Group | 22.934.727 $ | +1.197.600 $ | +5,5 % | 21.737.127 $ | +2.512.165 $ | +13,1 % | 19.224.962 $ | +1.643.756 $ | +9,3 % | 17.581.206 $ | +1.801.388 $ | +11,4 % |
| Privatperson | 22.889.131 $ | +2.973.382 $ | +14,9 % | 19.915.749 $ | ||||||||
| Vawter Financial, Ltd. | 22.838.855 $ | +2.027.958 $ | +9,7 % | 20.810.897 $ | +179.021 $ | +0,9 % | 20.631.876 $ | +317.944 $ | +1,6 % | |||
| Apeiron RIA LLC | 22.706.779 $ | +1.178.791 $ | +5,5 % | 21.527.988 $ | +827.966 $ | +4,0 % | 20.700.022 $ | -397.455 $ | -1,9 % | 21.097.477 $ | +5.307.530 $ | +33,6 % |
| Financial Planning Navigators CORP | 22.643.335 $ | +182.714 $ | +0,8 % | 22.460.621 $ | +2.517.276 $ | +12,6 % | 19.943.345 $ | +1.960.755 $ | +10,9 % | 17.982.590 $ | ||
| Shakespeare Wealth Management, LLC | 22.440.388 $ | +1.716.574 $ | +8,3 % | 20.723.814 $ | +1.127.826 $ | +5,8 % | 19.595.988 $ | -106.649 $ | -0,5 % | 19.702.637 $ | +1.159.512 $ | +6,3 % |
| CONTINUUM WEALTH ADVISORS, LLC | 5.720.430 $ | -16.693.156 $ | -74,5 % | 22.413.586 $ | +1.379.643 $ | +6,6 % | ||||||
| MASON STREET ADVISORS, LLC | 22.379.676 $ | +1.092.710 $ | +5,1 % | 21.286.966 $ | +1.658.052 $ | +8,4 % | 19.628.914 $ | -807.550 $ | -4,0 % | |||
| Trajan Wealth LLC | 22.346.038 $ | +2.820.806 $ | +14,4 % | 19.525.232 $ | -249.374 $ | -1,3 % | 19.774.606 $ | -110.202 $ | -0,6 % | |||
| Laurel Wealth Planning LLC | 22.326.543 $ | +7.611.963 $ | +51,7 % | 14.714.580 $ | +2.337.852 $ | +18,9 % | 12.376.728 $ | +6.587.860 $ | +113,8 % | 5.788.868 $ | +250.092 $ | +4,5 % |
| Strata Wealth Advisors, LLC | 22.222.384 $ | +480.516 $ | +2,2 % | 21.741.868 $ | +4.790.473 $ | +28,3 % | 16.951.395 $ | +539.605 $ | +3,3 % | 16.411.790 $ | -1.017.590 $ | -5,8 % |
| IHT Wealth Management, LLC | 22.201.892 $ | +4.161.931 $ | +23,1 % | 18.039.961 $ | +8.072.106 $ | +81,0 % | 9.967.855 $ | +3.700.947 $ | +59,1 % | |||
| Avestar Capital, LLC | 21.953.814 $ | +3.564.233 $ | +19,4 % | 18.389.581 $ | +1.585.918 $ | +9,4 % | 16.803.663 $ | +14.071.185 $ | +515,0 % | 2.732.478 $ | -6.107 $ | -0,2 % |
| Integras Partners LLC | 13.612.096 $ | -8.009.234 $ | -37,0 % | 21.621.330 $ | +1.886.283 $ | +9,6 % | 19.735.047 $ | +18.836.376 $ | +2.096,0 % | 898.671 $ | +237.932 $ | +36,0 % |
| Prodigy Asset Management LLC | 21.604.877 $ | +651.477 $ | +3,1 % | 20.953.400 $ | +2.461.712 $ | +13,3 % | 18.491.688 $ | +2.620.941 $ | +16,5 % | 15.870.747 $ | +1.286.053 $ | +8,8 % |
| Kraft, Davis & Associates, LLC | 21.506.565 $ | +1.445.438 $ | +7,2 % | 20.061.127 $ | +1.054.353 $ | +5,5 % | 19.006.774 $ | +2.871.981 $ | +17,8 % | 16.134.793 $ | +7.135.302 $ | +79,3 % |
| Beacon Harbor Wealth Advisors, Inc. | 21.505.436 $ | +8.160.826 $ | +61,2 % | 13.344.610 $ | +569.747 $ | +4,5 % | 12.774.863 $ | +933.587 $ | +7,9 % | |||
| Astra Wealth Partners LLC | 21.343.432 $ | -77.513 $ | -0,4 % | 21.420.945 $ | +2.288.369 $ | +12,0 % | 19.132.576 $ | +1.271.970 $ | +7,1 % | 17.860.606 $ | +1.106.626 $ | +6,6 % |
| Sherrill & Hutchins Financial Advisory, Inc | 21.102.740 $ | +1.813.124 $ | +9,4 % | 19.289.616 $ | +18.388.876 $ | +2.041,5 % | 900.740 $ | |||||
| Causey Wealth LLC | 21.083.043 $ | +2.181.376 $ | +11,5 % | 18.901.667 $ | +1.698.286 $ | +9,9 % | 17.203.381 $ | +846.401 $ | +5,2 % | |||
| MOLLER WEALTH PARTNERS | 20.945.585 $ | -69.338 $ | -0,3 % | 21.014.923 $ | +848.323 $ | +4,2 % | 20.166.600 $ | +1.715.376 $ | +9,3 % | 18.451.224 $ | -257.529 $ | -1,4 % |
| Spectrum Advisors, Inc. | 17.264.466 $ | -3.739.949 $ | -17,8 % | 21.004.415 $ | +2.300.576 $ | +12,3 % | 18.703.839 $ | |||||
| Samalin Investment Counsel, LLC | 19.891.414 $ | -1.075.215 $ | -5,1 % | 20.966.629 $ | +1.735.197 $ | +9,0 % | 19.231.432 $ | +828.611 $ | +4,5 % | 18.402.821 $ | +960.485 $ | +5,5 % |
| Ballentine Partners, LLC | 20.924.506 $ | +2.246.251 $ | +12,0 % | 18.678.255 $ | +6.743.377 $ | +56,5 % | 11.934.878 $ | +610.917 $ | +5,4 % | |||
| EVERMAY WEALTH MANAGEMENT LLC | 20.860.543 $ | +1.561.397 $ | +8,1 % | 19.299.146 $ | +2.232.568 $ | +13,1 % | 17.066.578 $ | +2.995.210 $ | +21,3 % | 14.071.368 $ | +2.147.521 $ | +18,0 % |
| Birchcreek Wealth Management, LLC | 20.860.429 $ | +3.805.295 $ | +22,3 % | 17.055.134 $ | +923.243 $ | +5,7 % | 16.131.891 $ | +11.142.144 $ | +223,3 % | |||
| Golden Bell Financial Planning LLC | 20.849.789 $ | +446.160 $ | +2,2 % | 20.403.629 $ | +2.764.693 $ | +15,7 % | 17.638.936 $ | +1.594.814 $ | +9,9 % | 16.044.122 $ | +2.279.608 $ | +16,6 % |
| MGO ONE SEVEN LLC | 12.730.733 $ | -8.043.257 $ | -38,7 % | 20.773.990 $ | +8.817.542 $ | +73,7 % | 11.956.448 $ | -1.481.291 $ | -11,0 % | 13.437.739 $ | +775.523 $ | +6,1 % |
| US BANCORP \DE\ | 20.675.743 $ | +1.650.587 $ | +8,7 % | 19.025.156 $ | -430.094 $ | -2,2 % | 19.455.250 $ | +1.286.541 $ | +7,1 % | 18.168.709 $ | +1.973.859 $ | +12,2 % |
| APS Management Group, Inc. | 14.283.033 $ | -6.362.445 $ | -30,8 % | 20.645.478 $ | +1.990.703 $ | +10,7 % | 18.654.775 $ | +290.356 $ | +1,6 % | 18.364.419 $ | +1.756.808 $ | +10,6 % |
| Bryant Woods Investment Advisors, LLC | 17.446.802 $ | -3.191.306 $ | -15,5 % | 20.638.108 $ | +3.145.407 $ | +18,0 % | 17.492.701 $ | +1.396.845 $ | +8,7 % | 16.095.856 $ | +236.120 $ | +1,5 % |
| EAGLE WEALTH STRATEGIES LLC | 19.680.010 $ | -957.958 $ | -4,6 % | 20.637.968 $ | +3.160.743 $ | +18,1 % | 17.477.225 $ | +1.181.434 $ | +7,2 % | 16.295.791 $ | +1.034.267 $ | +6,8 % |
| RHL GROUP, LLC | 5.766.801 $ | -6.277.067 $ | -52,1 % | 12.043.868 $ | -8.556.899 $ | -41,5 % | 20.600.767 $ | +18.720.078 $ | +995,4 % | 1.880.689 $ | ||
| GUARDIAN WEALTH ADVISORS, LLC / NC | 20.519.749 $ | +1.329.463 $ | +6,9 % | 19.190.286 $ | +769.722 $ | +4,2 % | 18.420.564 $ | +538.778 $ | +3,0 % | |||
| Rothschild Wealth LLC | 19.921.873 $ | -489.188 $ | -2,4 % | 20.411.061 $ | +1.112.847 $ | +5,8 % | 19.298.214 $ | |||||
| Avidian Wealth Enterprises, LLC | 20.386.480 $ | +2.183.598 $ | +12,0 % | 18.202.882 $ | +3.882.432 $ | +27,1 % | 14.320.450 $ | +3.441.171 $ | +31,6 % | 10.879.279 $ | -67.969 $ | -0,6 % |
| Fermata Advisors, LLC | 16.356.521 $ | -3.888.124 $ | -19,2 % | 20.244.645 $ | +2.171.913 $ | +12,0 % | 18.072.732 $ | -308.475 $ | -1,7 % | 18.381.207 $ | +881.288 $ | +5,0 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 20.037.239 $ | +3.519.431 $ | +21,3 % | 16.517.808 $ | ||||||||
| Lauer Wealth, LLC | 19.740.156 $ | +1.149.765 $ | +6,2 % | 18.590.391 $ | +3.863.665 $ | +26,2 % | 14.726.726 $ | +389.504 $ | +2,7 % | 14.337.222 $ | +195.847 $ | +1,4 % |
| SIGNET FINANCIAL MANAGEMENT, LLC | 19.618.041 $ | +427.990 $ | +2,2 % | 19.190.051 $ | +584.060 $ | +3,1 % | ||||||
| ALLEN WEALTH MANAGEMENT, LLC | 19.551.446 $ | +1.794.153 $ | +10,1 % | 17.757.293 $ | +2.345.695 $ | +15,2 % | 15.411.598 $ | +2.451.430 $ | +18,9 % | 12.960.168 $ | ||
| Lionshead Wealth Management, LLC | 13.121.010 $ | -6.409.143 $ | -32,8 % | 19.530.153 $ | +1.907.919 $ | +10,8 % | 17.622.234 $ | +263.476 $ | +1,5 % | 17.358.758 $ | +1.309.233 $ | +8,2 % |
| ELEVATION WEALTH PARTNERS, LLC | 18.488.641 $ | -1.010.229 $ | -5,2 % | 19.498.870 $ | +2.311.574 $ | +13,4 % | 17.187.296 $ | -156.076 $ | -0,9 % | 17.343.372 $ | +249.651 $ | +1,5 % |
| Veracity Capital LLC | 19.415.586 $ | +1.058.416 $ | +5,8 % | 18.357.170 $ | ||||||||
| MATAURO, LLC | 3.362.557 $ | -14.953.224 $ | -81,6 % | 18.315.781 $ | +2.681.542 $ | +17,2 % | 15.634.239 $ | -3.753.648 $ | -19,4 % | 19.387.887 $ | +728.893 $ | +3,9 % |
| Marks Group Wealth Management, Inc | 19.333.307 $ | +19.126.326 $ | +9.240,6 % | 206.981 $ | ||||||||
| LIBRA WEALTH LLC | 19.300.667 $ | +1.809.841 $ | +10,3 % | 17.490.826 $ | -322.108 $ | -1,8 % | 17.812.934 $ | +333.002 $ | +1,9 % | |||
| Compass Financial Group, Inc. | 19.298.897 $ | +222.136 $ | +1,2 % | 19.076.761 $ | +541.319 $ | +2,9 % | 18.535.442 $ | +658.446 $ | +3,7 % | 17.876.996 $ | +682.443 $ | +4,0 % |
| Tiller Private Wealth, Inc. | 18.133.470 $ | -996.832 $ | -5,2 % | 19.130.302 $ | +1.894.476 $ | +11,0 % | 17.235.826 $ | +1.128.648 $ | +7,0 % | 16.107.178 $ | +1.346.227 $ | +9,1 % |
| Archer Investment Management, LLC | 3.042.220 $ | -92.101 $ | -2,9 % | 3.134.321 $ | +43.505 $ | +1,4 % | 3.090.816 $ | -16.029.024 $ | -83,8 % | 19.119.840 $ | -7.908.342 $ | -29,3 % |
| Tennessee Valley Asset Management Partners | 7.758.771 $ | -11.248.112 $ | -59,2 % | 19.006.883 $ | ||||||||
| USAdvisors Wealth Management, LLC | 19.005.000 $ | +314.000 $ | +1,7 % | 18.691.000 $ | +2.212.000 $ | +13,4 % | 16.479.000 $ | -282.000 $ | -1,7 % | 16.761.000 $ | +12.000 $ | +0,1 % |
| Cornerstone Financial Group, LLC /NE/ | 18.859.912 $ | +651.071 $ | +3,6 % | 18.208.841 $ | +1.373.561 $ | +8,2 % | 16.835.280 $ | +320.628 $ | +1,9 % | |||
| Pinnacle Financial Partners, Inc. | 18.853.208 $ | +2.316.336 $ | +14,0 % | 16.536.872 $ | +110.608 $ | +0,7 % | 16.426.264 $ | |||||
| MENORA MIVTACHIM HOLDINGS LTD. | 12.952.383 $ | +723.056 $ | +5,9 % | 12.229.327 $ | -6.589.048 $ | -35,0 % | 18.818.375 $ | +2.392.048 $ | +14,6 % | |||
| Pacific Park Financial, Inc. | 15.441.841 $ | -3.340.553 $ | -17,8 % | 18.782.394 $ | +17.119.711 $ | +1.029,6 % | 1.662.683 $ | |||||
| Legacy Capital Wealth Partners, LLC | 18.392.546 $ | -386.006 $ | -2,1 % | 18.778.552 $ | +1.787.451 $ | +10,5 % | 16.991.101 $ | +72.977 $ | +0,4 % | 16.918.124 $ | +787.462 $ | +4,9 % |
| OMNI 360 Wealth, Inc. | 18.769.790 $ | +152.069 $ | +0,8 % | 18.617.721 $ | -110.801 $ | -0,6 % | 18.728.522 $ | +1.347.358 $ | +7,8 % | 17.381.164 $ | +2.270.683 $ | +15,0 % |
| Coyle Financial Counsel LLC | 18.757.859 $ | +1.440.614 $ | +8,3 % | 17.317.245 $ | +961.283 $ | +5,9 % | 16.355.962 $ | +1.717.735 $ | +11,7 % | 14.638.227 $ | +2.162.684 $ | +17,3 % |
| Diversified Enterprises, LLC | 18.751.014 $ | +851.976 $ | +4,8 % | 17.899.038 $ | +2.439.092 $ | +15,8 % | 15.459.946 $ | |||||
| Advantage Trust Co | 18.725.697 $ | +480.079 $ | +2,6 % | 18.245.618 $ | +1.211.449 $ | +7,1 % | 17.034.169 $ | +127.010 $ | +0,8 % | 16.907.159 $ | +955.180 $ | +6,0 % |
| White Wing Wealth Management | 18.642.615 $ | +2.393.802 $ | +14,7 % | 16.248.813 $ | -239.112 $ | -1,5 % | 16.487.925 $ | +1.542.625 $ | +10,3 % | |||
| GEN Financial Management, INC. | 16.331.150 $ | +3.552.799 $ | +27,8 % | 12.778.351 $ | -5.838.505 $ | -31,4 % | 18.616.856 $ | +1.192.479 $ | +6,8 % | 17.424.377 $ | +8.532.333 $ | +96,0 % |
| Yeomans Consulting Group, Inc. | 18.597.110 $ | -11.949.757 $ | -39,1 % | |||||||||
| Cornerstone Management, Inc. | 18.205.732 $ | -385.062 $ | -2,1 % | 18.590.794 $ | +2.152.871 $ | +13,1 % | 16.437.923 $ | +4.369.195 $ | +36,2 % | 12.068.728 $ | +1.926.082 $ | +19,0 % |
| New Hampshire Trust | 16.938.644 $ | -1.621.944 $ | -8,7 % | 18.560.588 $ | +1.921.076 $ | +11,5 % | 16.639.512 $ | +102.919 $ | +0,6 % | 16.536.593 $ | -734.565 $ | -4,3 % |
| Centennial Bank/AR/ | 18.530.655 $ | +2.264.287 $ | +13,9 % | 16.266.368 $ | -1.820.380 $ | -10,1 % | 18.086.748 $ | -490.669 $ | -2,6 % | |||
| Prism Planning Partners LLC | 18.510.004 $ | +1.046.112 $ | +6,0 % | 17.463.892 $ | +2.382.027 $ | +15,8 % | 15.081.865 $ | +908.337 $ | +6,4 % | 14.173.528 $ | ||
| Cyndeo Wealth Partners, LLC | 11.378.438 $ | -7.112.261 $ | -38,5 % | 18.490.699 $ | +2.517.199 $ | +15,8 % | 15.973.500 $ | +238.068 $ | +1,5 % | 15.735.432 $ | -151.411 $ | -1,0 % |
| CARY STREET PARTNERS FINANCIAL LLC | 18.327.846 $ | +3.059.162 $ | +20,0 % | 15.268.684 $ | -963.875 $ | -5,9 % | 16.232.559 $ | -868.620 $ | -5,1 % | |||
| Arnold Financial Planning LLC | 17.532.346 $ | -724.184 $ | -4,0 % | 18.256.530 $ | +1.245.676 $ | +7,3 % | 17.010.854 $ | -300.702 $ | -1,7 % | 17.311.556 $ | ||
| Woodside Wealth Management LLC | 18.246.397 $ | +81.796 $ | +0,5 % | 18.164.601 $ | +2.467.404 $ | +15,7 % | 15.697.197 $ | +8.399 $ | +0,1 % | 15.688.798 $ | +802.051 $ | +5,4 % |
| Disciplined Investors, L.L.C. | 18.243.753 $ | +4.175.904 $ | +29,7 % | 14.067.849 $ | +1.695.949 $ | +13,7 % | 12.371.900 $ | +810.930 $ | +7,0 % | |||
| First Bancorp, Inc /ME/ | 17.650.728 $ | -580.936 $ | -3,2 % | 18.231.664 $ | +4.534.230 $ | +33,1 % | 13.697.434 $ | +12.787.300 $ | +1.405,0 % | 910.134 $ | +25.982 $ | +2,9 % |
| OPTIMA CAPITAL LLC | 16.293.210 $ | -1.899.427 $ | -10,4 % | 18.192.637 $ | +2.779.101 $ | +18,0 % | 15.413.536 $ | +741.826 $ | +5,1 % | 14.671.710 $ | +812.981 $ | +5,9 % |
| Hartmann Taylor Wealth Management, LLC | 18.053.064 $ | +2.159.463 $ | +13,6 % | 15.893.601 $ | -7.398 $ | -0,0 % | 15.900.999 $ | +300.912 $ | +1,9 % | 15.600.087 $ | +852.725 $ | +5,8 % |
| AFFINITY WEALTH LLC | 17.921.394 $ | +2.304.971 $ | +14,8 % | |||||||||
| LEVEL FOUR ADVISORY SERVICES, LLC | 17.744.666 $ | +8.639.090 $ | +94,9 % | 9.105.576 $ | +3.737.746 $ | +69,6 % | 5.367.830 $ | +21.485 $ | +0,4 % | 5.346.345 $ | +330.586 $ | +6,6 % |
| HUB Investment Partners, LLC | 16.682.087 $ | -991.189 $ | -5,6 % | 17.673.276 $ | +4.146.711 $ | +30,7 % | 13.526.565 $ | +7.782.642 $ | +135,5 % | 5.743.923 $ | -558.649 $ | -8,9 % |
| Strategic Wealth Advisors LLC | 15.492.981 $ | -1.477.019 $ | -8,7 % | 16.970.000 $ | -699.000 $ | -4,0 % | 17.669.000 $ | +699.000 $ | +4,1 % | 16.970.000 $ | ||
| Patriot Financial Group Insurance Agency, LLC | 9.214.829 $ | -218.860 $ | -2,3 % | 9.433.689 $ | -8.109.199 $ | -46,2 % | 17.542.888 $ | +8.871.041 $ | +102,3 % | 8.671.847 $ | +333.461 $ | +4,0 % |
| OKABENA INVESTMENT SERVICES INC | 17.463.832 $ | +996.004 $ | +6,0 % | 16.467.828 $ | +370.770 $ | +2,3 % | 16.097.058 $ | +787.692 $ | +5,1 % | |||
| New England Private Wealth Advisors LLC | 17.025.896 $ | -408.415 $ | -2,3 % | 17.434.311 $ | +3.463.246 $ | +24,8 % | 13.971.065 $ | +943.422 $ | +7,2 % | 13.027.643 $ | -681.554 $ | -5,0 % |
| VALLEY NATIONAL ADVISERS INC | 17.422.762 $ | +1.068.624 $ | +6,5 % | 16.354.138 $ | +1.919.138 $ | +13,3 % | 14.435.000 $ | +4.311.000 $ | +42,6 % | 10.124.000 $ | +2.944.000 $ | +41,0 % |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 17.389.347 $ | +1.817.367 $ | +11,7 % | 15.571.980 $ | +75.431 $ | +0,5 % | 15.496.549 $ | -78.418 $ | -0,5 % | |||
| IFG Advisors, LLC | 17.132.600 $ | -228.504 $ | -1,3 % | 17.361.104 $ | +1.922.651 $ | +12,5 % | 15.438.453 $ | -271.309 $ | -1,7 % | 15.709.762 $ | +387.028 $ | +2,5 % |
| Westwood Wealth Management | 616.083 $ | +8.088 $ | +1,3 % | 607.995 $ | +81.843 $ | +15,6 % | 526.152 $ | -16.832.606 $ | -97,0 % | 17.358.758 $ | +16.821.253 $ | +3.129,5 % |
| Stone Summit Wealth LLC | 17.347.933 $ | +614.389 $ | +3,7 % | 16.733.544 $ | +1.008.184 $ | +6,4 % | 15.725.360 $ | +908.832 $ | +6,1 % | 14.816.528 $ | +1.140.124 $ | +8,3 % |
| Redwood Park Advisors LLC | 15.298.345 $ | -1.897.614 $ | -11,0 % | 17.195.959 $ | +2.052.775 $ | +13,6 % | 15.143.184 $ | +870.423 $ | +6,1 % | 14.272.761 $ | +2.761.600 $ | +24,0 % |
| Archvest Wealth Advisors, Inc. | 16.856.652 $ | -206.374 $ | -1,2 % | 17.063.026 $ | -109.670 $ | -0,6 % | 17.172.696 $ | +860.720 $ | +5,3 % | 16.311.976 $ | +428.196 $ | +2,7 % |
| STEVENS CAPITAL PARTNERS | 16.542.935 $ | -550.575 $ | -3,2 % | 17.093.510 $ | +3.344.594 $ | +24,3 % | 13.748.916 $ | +12.470.196 $ | +975,2 % | 1.278.720 $ | +37.407 $ | +3,0 % |
| Topsail Wealth Management, LLC | 17.049.926 $ | +2.517.956 $ | +17,3 % | 14.531.970 $ | +3.109.545 $ | +27,2 % | 11.422.425 $ | +652.624 $ | +6,1 % | |||
| Valmark Advisers, Inc. | 16.989.527 $ | +1.515.481 $ | +9,8 % | 15.474.046 $ | +8.814.553 $ | +132,4 % | 6.659.493 $ | +4.505.055 $ | +209,1 % | 2.154.438 $ | -7.441 $ | -0,3 % |
| Wilkerson Advisory Group LLC | 15.135.945 $ | -1.749.054 $ | -10,4 % | 16.884.999 $ | +1.191.134 $ | +7,6 % | 15.693.865 $ | +12.995.466 $ | +481,6 % | 2.698.399 $ | ||
| XCELSIOR ADVISOR PARTNERS LLC | 16.848.172 $ | +1.849.561 $ | +12,3 % | 14.998.611 $ | +672.303 $ | +4,7 % | 14.326.308 $ | |||||
| Resonant Capital Advisors, LLC | 12.691.014 $ | -3.547.811 $ | -21,8 % | 16.238.825 $ | +1.024.886 $ | +6,7 % | 15.213.939 $ | -1.619.209 $ | -9,6 % | 16.833.148 $ | +2.319.167 $ | +16,0 % |
| Tranquilli Financial Advisor LLC | 16.826.481 $ | +2.292.909 $ | +15,8 % | 14.533.572 $ | +894.996 $ | +6,6 % | 13.638.576 $ | +646.590 $ | +5,0 % | |||
| IEQ CAPITAL, LLC | 16.820.010 $ | +3.437.091 $ | +25,7 % | 13.382.919 $ | +1.267.971 $ | +10,5 % | 12.114.948 $ | +166.843 $ | +1,4 % | |||
| Main Street Financial Solutions, LLC | 16.688.103 $ | +6.135.932 $ | +58,1 % | 10.552.171 $ | +1.395.613 $ | +15,2 % | 9.156.558 $ | -28.951.923 $ | -76,0 % | |||
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 16.657.393 $ | +399.108 $ | +2,5 % | 16.258.285 $ | +1.573.000 $ | +10,7 % | 14.685.285 $ | +889.205 $ | +6,4 % | 13.796.080 $ | ||
| Hills Bank & Trust Co | 11.096.141 $ | -5.477.802 $ | -33,1 % | 16.573.943 $ | +4.205.481 $ | +34,0 % | 12.368.462 $ | +2.710.530 $ | +28,1 % | |||
| Fort Point Capital Partners LLC | 16.463.769 $ | +7.041.219 $ | +74,7 % | 9.422.550 $ | -828.599 $ | -8,1 % | 10.251.149 $ | +79.620 $ | +0,8 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16.402.779 $ | +1.759.075 $ | +12,0 % | 14.643.704 $ | +511.905 $ | +3,6 % | 14.131.799 $ | +252.566 $ | +1,8 % | |||
| Forthright Family Wealth Advisory LLC | 16.386.841 $ | +4.103 $ | +0,0 % | 16.382.738 $ | +12.026.504 $ | +276,1 % | 4.356.234 $ | -10.517.745 $ | -70,7 % | 14.873.979 $ | +559.564 $ | +3,9 % |
| Winthrop Advisory Group LLC | 16.356.399 $ | -8.577 $ | -0,1 % | 16.364.976 $ | +1.874.215 $ | +12,9 % | 14.490.761 $ | -357.702 $ | -2,4 % | 14.848.463 $ | +105.482 $ | +0,7 % |
| Charter Capital Management, LLC\DE | 16.336.968 $ | +296.101 $ | +1,8 % | 16.040.867 $ | +911.346 $ | +6,0 % | 15.129.521 $ | +253.415 $ | +1,7 % | 14.876.106 $ | +1.006.272 $ | +7,3 % |
| Qube Research & Technologies Ltd | 14.908.686 $ | +4.566.753 $ | +44,2 % | 10.341.933 $ | -5.866.651 $ | -36,2 % | 16.208.584 $ | +6.756.292 $ | +71,5 % | |||
| TRANSCEND CAPITAL ADVISORS, LLC | 16.204.600 $ | +2.277.545 $ | +16,4 % | 13.927.055 $ | +58.390 $ | +0,4 % | 13.868.665 $ | +82.448 $ | +0,6 % | |||
| Trademark Financial Management, LLC | 15.994.254 $ | +1.000.413 $ | +6,7 % | 14.993.841 $ | +2.582.737 $ | +20,8 % | 12.411.104 $ | +2.676.666 $ | +27,5 % | 9.734.438 $ | +2.214.785 $ | +29,5 % |
| RATIONAL ADVISORS, INC. | 15.711.473 $ | -275.311 $ | -1,7 % | 15.986.784 $ | +396.416 $ | +2,5 % | 15.590.368 $ | -211.692 $ | -1,3 % | 15.802.060 $ | -823.242 $ | -5,0 % |
| RENAISSANCE TECHNOLOGIES LLC | 15.374.131 $ | -558.170 $ | -3,5 % | 15.932.301 $ | +12.636.123 $ | +383,4 % | 3.296.178 $ | -19.109.537 $ | -85,3 % | |||
| FineMark National Bank & Trust | 15.855.192 $ | +5.945.955 $ | +60,0 % | |||||||||
| Caprock Group, LLC | 15.136.028 $ | -401.391 $ | -2,6 % | 15.537.419 $ | -276.531 $ | -1,7 % | 15.813.950 $ | +1.382.436 $ | +9,6 % | |||
| Walsh & Associates, LLC | 15.783.526 $ | +4.000.125 $ | +33,9 % | 11.783.401 $ | +859.404 $ | +7,9 % | 10.923.997 $ | |||||
| GRANVILLE CAPITAL, INC. | 15.742.239 $ | +15.381.920 $ | +4.269,0 % | 360.319 $ | +13.989 $ | +4,0 % | 346.330 $ | +7.509 $ | +2,2 % | 338.821 $ | ||
| Verdence Capital Advisors LLC | 15.697.445 $ | +2.945.178 $ | +23,1 % | 12.752.267 $ | +1.546.086 $ | +13,8 % | 11.206.181 $ | +324.026 $ | +3,0 % | 10.882.155 $ | -646.008 $ | -5,6 % |
| Axis Wealth Partners, LLC | 15.484.903 $ | -177.772 $ | -1,1 % | 15.662.675 $ | +839.238 $ | +5,7 % | 14.823.437 $ | +1.370.072 $ | +10,2 % | |||
| D.B. Root & Company, LLC | 15.640.903 $ | +439.306 $ | +2,9 % | 15.201.597 $ | +1.467.179 $ | +10,7 % | 13.734.418 $ | +2.925.267 $ | +27,1 % | 10.809.151 $ | +609.390 $ | +6,0 % |
| Global Financial Private Client, LLC | 7.895.627 $ | -7.699.452 $ | -49,4 % | 15.595.079 $ | +6.760.017 $ | +76,5 % | 8.835.062 $ | +6.322.614 $ | +251,7 % | 2.512.448 $ | +1.155.793 $ | +85,2 % |
| Laird Norton Wetherby Trust Company, LLC | 15.578.455 $ | +7.188.676 $ | +85,7 % | 8.389.779 $ | -233.885 $ | -2,7 % | 8.623.664 $ | |||||
| Valeo Financial Advisors, LLC | 15.489.938 $ | -65.333 $ | -0,4 % | 15.555.271 $ | +9.818.015 $ | +171,1 % | 5.737.256 $ | +435.014 $ | +8,2 % | 5.302.242 $ | +419.158 $ | +8,6 % |
| Veratis Advisors, Inc. | 15.554.634 $ | +220.164 $ | +1,4 % | 15.334.470 $ | -162.643 $ | -1,0 % | 15.497.113 $ | |||||
| TRUE BLUE FINANCIAL, LLC | 14.490.429 $ | -1.037.722 $ | -6,7 % | 15.528.151 $ | +1.172.189 $ | +8,2 % | 14.355.962 $ | -182.936 $ | -1,3 % | 14.538.898 $ | ||
| North Berkeley Wealth Management, LLC | 15.511.068 $ | +5.549.285 $ | +55,7 % | 9.961.783 $ | +6.128.190 $ | +159,9 % | 3.833.593 $ | |||||
| Ashton Thomas Private Wealth, LLC | 14.543.290 $ | -955.362 $ | -6,2 % | 15.498.652 $ | +1.550.320 $ | +11,1 % | 13.948.332 $ | +1.044.934 $ | +8,1 % | 12.903.398 $ | +421.033 $ | +3,4 % |
| Nicholas Hoffman & Company, LLC. | 7.554.454 $ | -7.938.540 $ | -51,2 % | 15.492.994 $ | +1.775.107 $ | +12,9 % | 13.717.887 $ | -282.886 $ | -2,0 % | 14.000.773 $ | -110.536 $ | -0,8 % |
| Oath Planning, LLC | 15.040.408 $ | -426.428 $ | -2,8 % | 15.466.836 $ | +1.828.631 $ | +13,4 % | 13.638.205 $ | +340.431 $ | +2,6 % | 13.297.774 $ | ||
| W.H. Cornerstone Investments Inc. | 5.470.703 $ | -4.770.088 $ | -46,6 % | 10.240.791 $ | -1.030.385 $ | -9,1 % | 11.271.176 $ | -4.118.342 $ | -26,8 % | 15.389.518 $ | +1.377.482 $ | +9,8 % |
| Entelevest, LLC | 15.371.792 $ | +2.204.156 $ | +16,7 % | 13.167.636 $ | +653.325 $ | +5,2 % | 12.514.311 $ | |||||
| United Advisor Group, LLC | 15.367.406 $ | +615.010 $ | +4,2 % | 14.752.396 $ | +7.355.731 $ | +99,4 % | 7.396.665 $ | +322.289 $ | +4,6 % | 7.074.376 $ | +424.359 $ | +6,4 % |
| InTrack Investment Management Inc | 15.361.643 $ | +4.102.071 $ | +36,4 % | 11.259.572 $ | +1.629.074 $ | +16,9 % | 9.630.498 $ | +1.148.028 $ | +13,5 % | 8.482.470 $ | +76.149 $ | +0,9 % |
| Conservest Capital Advisors, Inc. | 15.335.655 $ | +2.058.420 $ | +15,5 % | 13.277.235 $ | +2.091.178 $ | +18,7 % | 11.186.057 $ | +40.025 $ | +0,4 % | |||
| CONNABLE OFFICE INC | 15.196.423 $ | +2.171.595 $ | +16,7 % | 13.024.828 $ | ||||||||
| Fund Evaluation Group, LLC | 15.172.996 $ | +493.267 $ | +3,4 % | 14.679.729 $ | +1.590.278 $ | +12,1 % | 13.089.451 $ | -289.484 $ | -2,2 % | 13.378.935 $ | -419.906 $ | -3,0 % |
| Aurdan Capital Management, LLC | 15.147.069 $ | +2.516.953 $ | +19,9 % | 12.630.116 $ | +12.342.283 $ | +4.288,0 % | 287.833 $ | -9.087 $ | -3,1 % | |||
| PROSPERITY BANCSHARES INC | 15.091.765 $ | +3.545.624 $ | +30,7 % | 11.546.141 $ | +2.608.337 $ | +29,2 % | 8.937.804 $ | |||||
| NewEdge Wealth, LLC | 15.008.812 $ | +1.180.024 $ | +8,5 % | 13.828.788 $ | +10.014.209 $ | +262,5 % | 3.814.579 $ | +718.826 $ | +23,2 % | |||
| SOL Capital Management CO | 14.929.000 $ | +799.000 $ | +5,7 % | |||||||||
| R. W. Roge & Company, Inc. | 5.066.000 $ | -9.852.000 $ | -66,0 % | 14.918.000 $ | +1.954.000 $ | +15,1 % | 12.964.000 $ | +236.000 $ | +1,9 % | 12.728.000 $ | +393.000 $ | +3,2 % |
| SEEDS INVESTOR LLC | 14.905.972 $ | +83.101 $ | +0,6 % | 14.822.871 $ | +2.871.881 $ | +24,0 % | 11.950.990 $ | +1.058.044 $ | +9,7 % | |||
| Parkside Financial Bank & Trust | 14.330.871 $ | -557.514 $ | -3,7 % | 14.888.385 $ | +4.926.184 $ | +49,4 % | 9.962.201 $ | +161.716 $ | +1,7 % | 9.800.485 $ | -113.063 $ | -1,1 % |
| Lodestone Wealth Management LLC | 14.090.935 $ | -783.452 $ | -5,3 % | 14.874.387 $ | +664.360 $ | +4,7 % | 14.210.027 $ | +839.965 $ | +6,3 % | 13.370.062 $ | +1.187.634 $ | +9,7 % |
| Medallion Wealth Advisors, LLC | 14.869.782 $ | +1.192.281 $ | +8,7 % | 13.677.501 $ | +887.635 $ | +6,9 % | 12.789.866 $ | +246.669 $ | +2,0 % | |||
| McCarley & Cook Financial Planners | 11.030.966 $ | -3.710.519 $ | -25,2 % | 14.741.485 $ | +1.284.982 $ | +9,5 % | 13.456.503 $ | +679.694 $ | +5,3 % | 12.776.809 $ | ||
| Dodds Wealth, LLC | 14.372.295 $ | -312.082 $ | -2,1 % | 14.684.377 $ | +934.879 $ | +6,8 % | 13.749.498 $ | -358.242 $ | -2,5 % | 14.107.740 $ | +470.063 $ | +3,4 % |
| ALKEME WEALTH, LLC | 14.450.778 $ | -227.907 $ | -1,6 % | 14.678.685 $ | +3.190.732 $ | +27,8 % | 11.487.953 $ | +670.817 $ | +6,2 % | 10.817.136 $ | +1.056.450 $ | +10,8 % |
| J. Mark Nickell & Co. | 8.219.899 $ | -6.452.466 $ | -44,0 % | 14.672.365 $ | +7.181.277 $ | +95,9 % | 7.491.088 $ | |||||
| ATLas Financial Planning LLC | 14.667.428 $ | +1.108.810 $ | +8,2 % | 13.558.618 $ | +1.292.336 $ | +10,5 % | 12.266.282 $ | |||||
| TrueWealth Financial Partners | 14.626.141 $ | |||||||||||
| Inspire Advisors, LLC | 14.529.394 $ | +4.610.368 $ | +46,5 % | 9.919.026 $ | +9.572.145 $ | +2.759,5 % | 346.881 $ | |||||
| KFG LLC | 14.430.828 $ | |||||||||||
| Tandem Financial, LLC | 14.428.489 $ | +968.204 $ | +7,2 % | 13.460.285 $ | +737.553 $ | +5,8 % | ||||||
| MAGNOLIA CAPITAL ADVISORS LLC | 12.355.409 $ | +1.477.793 $ | +13,6 % | 10.877.616 $ | -3.491.401 $ | -24,3 % | 14.369.017 $ | +2.908.015 $ | +25,4 % | |||
| HANCOCK WHITNEY CORP | 14.355.152 $ | +11.640.908 $ | +428,9 % | 2.714.244 $ | -372.508 $ | -12,1 % | 3.086.752 $ | +457.020 $ | +17,4 % | |||
| Plum Street Advisors, LLC | 14.274.082 $ | +1.914.225 $ | +15,5 % | 12.359.857 $ | +2.433.723 $ | +24,5 % | 9.926.134 $ | +1.734.438 $ | +21,2 % | |||
| Privatperson | 14.263.123 $ | +400.179 $ | +2,9 % | 13.862.944 $ | +3.118.812 $ | +29,0 % | 10.744.132 $ | +791.543 $ | +8,0 % | 9.952.589 $ | +1.146.415 $ | +13,0 % |
| Pollock Investment Advisors, LLC | 14.240.642 $ | +8.032.106 $ | +129,4 % | |||||||||
| Fidato Wealth LLC | 14.223.174 $ | +1.629.995 $ | +12,9 % | 12.593.179 $ | +606.310 $ | +5,1 % | 11.986.869 $ | +284.651 $ | +2,4 % | |||
| BostonPremier Wealth LLC | 14.219.978 $ | +942.148 $ | +7,1 % | 13.277.830 $ | +2.315.456 $ | +21,1 % | 10.962.374 $ | -68.553 $ | -0,6 % | 11.030.927 $ | +2.189.815 $ | +24,8 % |
| Alpha Advisors, LLC/VA | 10.458.505 $ | -3.555.087 $ | -25,4 % | 14.013.592 $ | +1.271.034 $ | +10,0 % | 12.742.558 $ | +2.867.968 $ | +29,0 % | 9.874.590 $ | +695.659 $ | +7,6 % |
| C M BIDWELL & ASSOCIATES LTD | 13.968.069 $ | +1.460.888 $ | +11,7 % | 12.507.181 $ | +368.103 $ | +3,0 % | 12.139.078 $ | +471.809 $ | +4,0 % | |||
| Jacobsen Capital Management | 13.945.651 $ | +1.018.616 $ | +7,9 % | 12.927.035 $ | +3.709.929 $ | +40,3 % | 9.217.106 $ | |||||
| Pettinga Financial Advisors LLC | 7.402.191 $ | -5.222.516 $ | -41,4 % | 12.624.707 $ | +1.543.882 $ | +13,9 % | 11.080.825 $ | -2.795.132 $ | -20,1 % | 13.875.957 $ | -1.042.614 $ | -7,0 % |
| Western Wealth Management, LLC | 13.786.524 $ | +1.721.686 $ | +14,3 % | 12.064.838 $ | +642.545 $ | +5,6 % | 11.422.293 $ | +1.093.532 $ | +10,6 % | |||
| Employees' Retirement Fund of the City of Fort Worth | 12.586.434 $ | +54.684 $ | +0,4 % | 12.531.750 $ | -1.213.338 $ | -8,8 % | 13.745.088 $ | +299.880 $ | +2,2 % | 13.445.208 $ | ||
| VOISARD ASSET MANAGEMENT GROUP, INC. | 13.305.800 $ | -402.595 $ | -2,9 % | 13.708.395 $ | +1.069.717 $ | +8,5 % | 12.638.678 $ | +596.888 $ | +5,0 % | 12.041.790 $ | +1.055.954 $ | +9,6 % |
| CENTRAL TRUST Co | 12.565.026 $ | -1.132.685 $ | -8,3 % | 13.697.711 $ | +7.866.769 $ | +134,9 % | 5.830.942 $ | -150.149 $ | -2,5 % | 5.981.091 $ | +387.478 $ | +6,9 % |
| Navigation Group, LLC | 12.613.002 $ | -985.725 $ | -7,2 % | 13.598.727 $ | +1.547.405 $ | +12,8 % | 12.051.322 $ | |||||
| EXCHANGE TRADED CONCEPTS, LLC | 13.530.636 $ | +1.011.681 $ | +8,1 % | 12.518.955 $ | +686.955 $ | +5,8 % | 11.832.000 $ | +11.816.297 $ | +75.248,7 % | 15.703 $ | -19.323 $ | -55,2 % |
| VIRTUE ASSET MANAGEMENT LLC | 13.412.317 $ | -95.613 $ | -0,7 % | 13.507.930 $ | +1.707.561 $ | +14,5 % | 11.800.369 $ | +719 $ | +0,0 % | 11.799.650 $ | +328.661 $ | +2,9 % |
| Beacon Financial Advisory LLC | 11.109.572 $ | -2.327.489 $ | -17,3 % | 13.437.061 $ | +2.105.303 $ | +18,6 % | 11.331.758 $ | +856.452 $ | +8,2 % | 10.475.306 $ | +253.263 $ | +2,5 % |
| SVB WEALTH LLC | 13.272.897 $ | -156.349 $ | -1,2 % | 13.429.246 $ | +1.246.230 $ | +10,2 % | 12.183.016 $ | -436.893 $ | -3,5 % | 12.619.909 $ | +4.723.967 $ | +59,8 % |
| Cedar Wealth Management, LLC | 13.409.939 $ | +1.662.639 $ | +14,2 % | 11.747.300 $ | -374.810 $ | -3,1 % | 12.122.110 $ | +314.701 $ | +2,7 % | |||
| WJ Wealth Management, LLC | 13.389.655 $ | +2.898.459 $ | +27,6 % | 10.491.196 $ | +1.970.456 $ | +23,1 % | 8.520.740 $ | |||||
| Asset Advisory Group, Inc. | 13.372.547 $ | +410.272 $ | +3,2 % | 12.962.275 $ | +2.872.061 $ | +28,5 % | 10.090.214 $ | +820.721 $ | +8,9 % | 9.269.493 $ | ||
| Curi Capital, LLC | 13.363.558 $ | +1.099.602 $ | +9,0 % | 12.263.956 $ | -337.044 $ | -2,7 % | 12.601.000 $ | +2.472 $ | +0,0 % | |||
| L.K. Benson & Company, P.C. | 13.296.561 $ | -15.962 $ | -0,1 % | 13.312.523 $ | +850.165 $ | +6,8 % | 12.462.358 $ | +128.046 $ | +1,0 % | 12.334.312 $ | +725.799 $ | +6,3 % |
| Wedmont Private Capital | 12.054.987 $ | -1.210.052 $ | -9,1 % | 13.265.039 $ | +1.479.655 $ | +12,6 % | 11.785.384 $ | +2.212.739 $ | +23,1 % | 9.572.645 $ | +2.140.155 $ | +28,8 % |
| GOULD ASSET MANAGEMENT LLC /CA/ | 13.162.531 $ | +1.360.882 $ | +11,5 % | 11.801.649 $ | +1.374.850 $ | +13,2 % | 10.426.799 $ | +363.503 $ | +3,6 % | 10.063.296 $ | +1.266.177 $ | +14,4 % |
| Heritage Wealth Management, Inc. /CA/ | 11.573.429 $ | -1.588.459 $ | -12,1 % | 13.161.888 $ | +1.542.254 $ | +13,3 % | 11.619.634 $ | +208.636 $ | +1,8 % | 11.410.998 $ | +374.818 $ | +3,4 % |
| WESCAP Management Group, Inc. | 13.129.576 $ | +1.910.578 $ | +17,0 % | 11.218.998 $ | +618.349 $ | +5,8 % | 10.600.649 $ | +625.711 $ | +6,3 % | |||
| Granite Harbor Advisors, Inc. | 13.112.727 $ | +3.467.357 $ | +35,9 % | 9.645.370 $ | -106.967 $ | -1,1 % | 9.752.337 $ | +436.574 $ | +4,7 % | |||
| Olistico Wealth, LLC | 13.075.176 $ | -31.400 $ | -0,2 % | 13.106.576 $ | +1.949.073 $ | +17,5 % | 11.157.503 $ | +2.583.045 $ | +30,1 % | 8.574.458 $ | +2.930.112 $ | +51,9 % |
| DIMENSIONAL FUND ADVISORS LP | 13.101.300 $ | -2.587.932 $ | -16,5 % | |||||||||
| D. E. Shaw & Co., Inc. | 13.081.894 $ | +9.607.064 $ | +276,5 % | 3.474.830 $ | +2.086.460 $ | +150,3 % | 1.388.370 $ | +598.900 $ | +75,9 % | |||
| Financial Council, LLC | 13.045.920 $ | +70.892 $ | +0,5 % | 12.975.028 $ | +1.892.669 $ | +17,1 % | 11.082.359 $ | -2.948 $ | -0,0 % | 11.085.307 $ | +590.961 $ | +5,6 % |
| Total Clarity Wealth Management, Inc. | 7.922.801 $ | -5.084.686 $ | -39,1 % | 13.007.487 $ | +1.400.239 $ | +12,1 % | 11.607.248 $ | +4.556.138 $ | +64,6 % | 7.051.110 $ | +846.166 $ | +13,6 % |
| Wealth Management Partners, LLC | 12.991.768 $ | +363.030 $ | +2,9 % | 12.628.738 $ | +2.090.492 $ | +19,8 % | 10.538.246 $ | +922.071 $ | +9,6 % | 9.616.175 $ | +6.907.487 $ | +255,0 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 12.900.039 $ | -162.326 $ | -1,2 % | |||||||||
| Wealth Advisory Team LLC | 12.764.846 $ | -29.228 $ | -0,2 % | 12.794.074 $ | +1.509.124 $ | +13,4 % | 11.284.950 $ | |||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 9.501.633 $ | -3.238.027 $ | -25,4 % | 12.739.660 $ | +364.238 $ | +2,9 % | 12.375.422 $ | +374.690 $ | +3,1 % | 12.000.732 $ | +680.522 $ | +6,0 % |
| PURE PORTFOLIOS HOLDINGS LLC | 12.693.707 $ | +418.792 $ | +3,4 % | |||||||||
| Legacy Advisors, LLC | 12.689.304 $ | +1.688.835 $ | +15,4 % | 11.000.469 $ | +1.372.217 $ | +14,3 % | 9.628.252 $ | -166.503 $ | -1,7 % | 9.794.755 $ | +601.094 $ | +6,5 % |
| Level Wealth Management LLC | 12.394.155 $ | -269.433 $ | -2,1 % | 12.663.588 $ | +1.292.953 $ | +11,4 % | 11.370.635 $ | +502.033 $ | +4,6 % | 10.868.602 $ | +732 $ | +0,0 % |
| StrongBox Wealth, LLC | 12.623.751 $ | +9.739.010 $ | +337,6 % | 2.884.741 $ | +1.499.176 $ | +108,2 % | 1.385.565 $ | -432.631 $ | -23,8 % | 1.818.196 $ | -395.370 $ | -17,9 % |
| Opes Wealth Management LLC | 12.554.433 $ | +623.506 $ | +5,2 % | 11.930.927 $ | +525.799 $ | +4,6 % | ||||||
| KEYVANTAGE WEALTH, LLC | 12.502.824 $ | +481.974 $ | +4,0 % | 12.020.850 $ | +157.880 $ | +1,3 % | 11.862.970 $ | -7.540.097 $ | -38,9 % | |||
| Nalls Sherbakoff Group, LLC | 12.447.149 $ | +1.332.714 $ | +12,0 % | 11.114.435 $ | +543.986 $ | +5,1 % | 10.570.449 $ | -113.186 $ | -1,1 % | |||
| Hughes Financial Services, LLC | 12.436.586 $ | +9.918 $ | +0,1 % | 12.426.668 $ | +1.553.161 $ | +14,3 % | 10.873.507 $ | -415.588 $ | -3,7 % | 11.289.095 $ | -6.992 $ | -0,1 % |
| SIMA Wealth Partners, LLC | 12.391.437 $ | +206.634 $ | +1,7 % | 12.184.803 $ | +837.979 $ | +7,4 % | 11.346.824 $ | +436.098 $ | +4,0 % | 10.910.726 $ | +1.206.070 $ | +12,4 % |
| Wood Tarver Financial Group, LLC | 12.276.000 $ | +2.286.000 $ | +22,9 % | 9.990.000 $ | +522.000 $ | +5,5 % | 9.468.000 $ | +499.000 $ | +5,6 % | |||
| Liberty Capital Management, Inc. | 8.306.074 $ | -3.969.591 $ | -32,3 % | 12.275.665 $ | +1.568.566 $ | +14,6 % | 10.707.099 $ | +364.339 $ | +3,5 % | |||
| Advyzon Investment Management, LLC | 12.269.378 $ | +1.401.965 $ | +12,9 % | 10.867.413 $ | +1.907.615 $ | +21,3 % | 8.959.798 $ | +2.608.596 $ | +41,1 % | |||
| Boyce & Associates Wealth Consulting, Inc. | 8.866.694 $ | -3.402.310 $ | -27,7 % | 12.269.004 $ | +1.815.915 $ | +17,4 % | 10.453.089 $ | +188.115 $ | +1,8 % | 10.264.974 $ | +672.836 $ | +7,0 % |
| Signal Advisors Wealth, LLC | 12.013.197 $ | -151.958 $ | -1,2 % | 12.165.155 $ | +3.860.940 $ | +46,5 % | 8.304.215 $ | +298.188 $ | +3,7 % | 8.006.027 $ | +4.929.387 $ | +160,2 % |
| Nicht ausgewiesen | 12.152.561 $ | +1.419.116 $ | +13,2 % | 10.733.445 $ | +1.326.532 $ | +14,1 % | 9.406.913 $ | +1.252.643 $ | +15,4 % | |||
| Total Wealth Planning, LLC | 12.138.091 $ | -204.570.739 $ | -94,4 % | |||||||||
| Red Wave Investments LLC | 12.135.718 $ | +1.197.364 $ | +10,9 % | 10.938.354 $ | -246.543 $ | -2,2 % | 11.184.897 $ | +127.096 $ | +1,1 % | |||
| Financial Futures Ltd Liability Co. | 12.130.965 $ | +754.379 $ | +6,6 % | 11.376.586 $ | +503.087 $ | +4,6 % | 10.873.499 $ | +962.484 $ | +9,7 % | 9.911.015 $ | +828.260 $ | +9,1 % |
| Great Lakes Retirement, Inc. | 6.461.630 $ | +779.810 $ | +13,7 % | 5.681.820 $ | -6.403.038 $ | -53,0 % | 12.084.858 $ | +162.172 $ | +1,4 % | |||
| Cordgrass Capital Advisors, LLC | 12.054.927 $ | +981.877 $ | +8,9 % | 11.073.050 $ | +737.885 $ | +7,1 % | ||||||
| Ritter Daniher Financial Advisory LLC / DE | 12.031.023 $ | +1.217.341 $ | +11,3 % | 10.813.682 $ | +517.477 $ | +5,0 % | 10.296.205 $ | +452.380 $ | +4,6 % | |||
| Sage Mountain Advisors LLC | 10.066.648 $ | -1.929.269 $ | -16,1 % | 11.995.917 $ | +1.054.207 $ | +9,6 % | 10.941.710 $ | +7.822.182 $ | +250,7 % | 3.119.528 $ | +94.853 $ | +3,1 % |
| Avondale Wealth Management | 664.313 $ | -11.313.827 $ | -94,5 % | 11.978.140 $ | +1.727.201 $ | +16,8 % | 10.250.939 $ | +847.293 $ | +9,0 % | 9.403.646 $ | +766.861 $ | +8,9 % |
| Freedom Financial Partners LLC | 2.542.417 $ | -9.432.153 $ | -78,8 % | 11.974.570 $ | +1.057.863 $ | +9,7 % | 10.916.707 $ | -224.782 $ | -2,0 % | 11.141.489 $ | +173.369 $ | +1,6 % |
| PRIVATE TRUST CO NA | 11.973.540 $ | +581.076 $ | +5,1 % | 11.392.464 $ | +1.691.989 $ | +17,4 % | 9.700.475 $ | +137.650 $ | +1,4 % | 9.562.825 $ | +1.158.583 $ | +13,8 % |
| Fort Henry Capital, LLC | 11.930.202 $ | +79.613 $ | +0,7 % | 11.850.589 $ | +645.031 $ | +5,8 % | 11.205.558 $ | +38.985 $ | +0,3 % | 11.166.573 $ | +1.053.022 $ | +10,4 % |
| CIBC Private Wealth Group LLC | 11.836.918 $ | -2.582.913 $ | -17,9 % | |||||||||
| Nicht ausgewiesen | 11.826.105 $ | +1.097.849 $ | +10,2 % | 10.728.256 $ | +184.393 $ | +1,7 % | 10.543.863 $ | +878.305 $ | +9,1 % | |||
| Klingman & Associates, LLC | 11.683.493 $ | -127.743 $ | -1,1 % | 11.811.236 $ | +812.870 $ | +7,4 % | 10.998.366 $ | +396.231 $ | +3,7 % | 10.602.135 $ | +4.474.479 $ | +73,0 % |
| Argo Wealth Advisory, LLC | 11.769.758 $ | +777.765 $ | +7,1 % | 10.991.993 $ | +485.069 $ | +4,6 % | 10.506.924 $ | |||||
| OPPENHEIMER & CO INC | 10.899.542 $ | -840.960 $ | -7,2 % | 11.740.502 $ | +1.173.918 $ | +11,1 % | 10.566.584 $ | +1.924.760 $ | +22,3 % | 8.641.824 $ | +614.337 $ | +7,7 % |
| CITIZENS & NORTHERN CORP | 11.579.301 $ | -146.499 $ | -1,2 % | 11.725.800 $ | +1.417.253 $ | +13,7 % | 10.308.547 $ | -136.354 $ | -1,3 % | 10.444.901 $ | +562.773 $ | +5,7 % |
| Lynx Investment Advisory | 9.946.026 $ | -1.761.200 $ | -15,0 % | 11.707.226 $ | +2.239.722 $ | +23,7 % | 9.467.504 $ | +2.112.333 $ | +28,7 % | 7.355.171 $ | +464.100 $ | +6,7 % |
| Arcadia Wealth Management, LLC | 259.043 $ | -9.060.295 $ | -97,2 % | 9.319.338 $ | -1.454.235 $ | -13,5 % | 10.773.573 $ | -922.033 $ | -7,9 % | 11.695.606 $ | -172.567 $ | -1,5 % |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 11.673.647 $ | +3.945.185 $ | +51,0 % | 7.728.462 $ | +1.975.650 $ | +34,3 % | 5.752.812 $ | +560.193 $ | +10,8 % | |||
| Avion Wealth | 11.559.000 $ | -93.000 $ | -0,8 % | 11.652.000 $ | +1.119.000 $ | +10,6 % | 10.533.000 $ | -765.000 $ | -6,8 % | 11.298.000 $ | -178.000 $ | -1,6 % |
| Premier Path Wealth Partners, LLC | 11.645.067 $ | +3.194.615 $ | +37,8 % | 8.450.452 $ | +2.717.574 $ | +47,4 % | 5.732.878 $ | -835.794 $ | -12,7 % | 6.568.672 $ | -121.910 $ | -1,8 % |
| Baring Financial LLC | 11.610.611 $ | +340.968 $ | +3,0 % | 11.269.643 $ | +569.251 $ | +5,3 % | 10.700.392 $ | +491.645 $ | +4,8 % | 10.208.747 $ | -2.557.254 $ | -20,0 % |
| Great Diamond Partners, LLC | 11.580.431 $ | +343.931 $ | +3,1 % | 11.236.500 $ | +828.648 $ | +8,0 % | 10.407.852 $ | |||||
| Balance Wealth Partners LLC | 2.725.801 $ | +298.609 $ | +12,3 % | 2.427.192 $ | -5.359.501 $ | -68,8 % | 7.786.693 $ | -3.762.040 $ | -32,6 % | 11.548.733 $ | -176.597 $ | -1,5 % |
| DiPaolo Financial Group, Inc. | 11.542.568 $ | +1.200.682 $ | +11,6 % | 10.341.886 $ | +6.358.401 $ | +159,6 % | 3.983.485 $ | |||||
| Claro Advisors Inc. | 11.542.082 $ | |||||||||||
| Montis Financial, LLC | 11.498.775 $ | -13.431 $ | -0,1 % | 11.512.206 $ | +1.174.461 $ | +11,4 % | 10.337.745 $ | -445.233 $ | -4,1 % | 10.782.978 $ | +121.772 $ | +1,1 % |
| CIBC Bancorp USA Inc. | 11.111.383 $ | -384.276 $ | -3,3 % | 11.495.659 $ | +9.958.138 $ | +647,7 % | ||||||
| FourThought Financial Partners, LLC | 11.445.784 $ | +3.392.913 $ | +42,1 % | 8.052.871 $ | +6.230.655 $ | +341,9 % | 1.822.216 $ | +1.605.160 $ | +739,5 % | |||
| Powerhouse Assets LLC | 10.827.726 $ | -544.369 $ | -4,8 % | 11.372.095 $ | +301.704 $ | +2,7 % | 11.070.391 $ | +1.120.565 $ | +11,3 % | 9.949.826 $ | ||
| Schwallier Wealth Management LLC | 11.351.333 $ | +591.952 $ | +5,5 % | 10.759.381 $ | +6.981.581 $ | +184,8 % | 3.777.800 $ | |||||
| Nautilus Advisors LLC | 11.166.658 $ | -130.996 $ | -1,2 % | 11.297.654 $ | +1.228.270 $ | +12,2 % | 10.069.384 $ | +613.452 $ | +6,5 % | 9.455.932 $ | +1.373.526 $ | +17,0 % |
| TrustWell Financial Advisors, LLC | 7.052.433 $ | -367.178 $ | -4,9 % | 7.419.611 $ | -3.824.199 $ | -34,0 % | 11.243.810 $ | +550.649 $ | +5,1 % | 10.693.161 $ | ||
| Innovative Asset Advisors Group, LLC | 11.243.502 $ | +3.087.150 $ | +37,8 % | 8.156.352 $ | ||||||||
| SPWM Advisors LLC | 10.977.891 $ | -263.353 $ | -2,3 % | 11.241.244 $ | +4.856.680 $ | +76,1 % | 6.384.564 $ | |||||
| First PREMIER Bank | 11.199.000 $ | +729.000 $ | +7,0 % | 10.470.000 $ | +5.093.000 $ | +94,7 % | 5.377.000 $ | +2.334.000 $ | +76,7 % | 3.043.000 $ | +917.000 $ | +43,1 % |
| Avise Financial Cooperative, Inc. | 11.087.194 $ | +151.270 $ | +1,4 % | 10.935.924 $ | +3.089.265 $ | +39,4 % | 7.846.659 $ | |||||
| TCFG Investment Advisors, LLC | 7.820.742 $ | -3.263.495 $ | -29,4 % | 11.084.237 $ | +1.603.099 $ | +16,9 % | 9.481.138 $ | |||||
| Gibraltar Capital Management, Inc. | 5.484.147 $ | -5.599.404 $ | -50,5 % | 11.083.551 $ | +3.141.072 $ | +39,5 % | 7.942.479 $ | +3.068.242 $ | +62,9 % | 4.874.237 $ | +989.409 $ | +25,5 % |
| KELLEHER FINANCIAL ADVISORS | 10.885.203 $ | -191.693 $ | -1,7 % | 11.076.896 $ | ||||||||
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 11.076.170 $ | +1.738.154 $ | +18,6 % | 9.338.016 $ | +1.147.489 $ | +14,0 % | 8.190.527 $ | +581.203 $ | +7,6 % | |||
| J.W. COLE ADVISORS, INC. | 10.139.321 $ | -935.806 $ | -8,4 % | 11.075.127 $ | +3.677.112 $ | +49,7 % | 7.398.015 $ | +1.557.481 $ | +26,7 % | 5.840.534 $ | -999.631 $ | -14,6 % |
| SMI Advisory Services, LLC | 11.065.659 $ | +84.450 $ | +0,8 % | 10.981.209 $ | +1.657.963 $ | +17,8 % | 9.323.246 $ | +4.974.456 $ | +114,4 % | 4.348.790 $ | ||
| LAWOOD & CO | 11.063.610 $ | +590.872 $ | +5,6 % | 10.472.738 $ | ||||||||
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 10.997.201 $ | +1.388.546 $ | +14,5 % | 9.608.655 $ | +9.336.078 $ | +3.425,1 % | 272.577 $ | +7.023 $ | +2,6 % | |||
| Freedom Day Solutions, LLC | 8.884.504 $ | -2.084.432 $ | -19,0 % | 10.968.936 $ | +6.012.266 $ | +121,3 % | 4.956.670 $ | |||||
| FCG Investment Co | 3.920.299 $ | +95.876 $ | +2,5 % | 3.824.423 $ | -7.140.783 $ | -65,1 % | 10.965.206 $ | +10.462.212 $ | +2.080,0 % | |||
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.571.672 $ | -9.368.384 $ | -85,6 % | 10.940.056 $ | +10.097.112 $ | +1.197,8 % | 842.944 $ | +325.321 $ | +62,8 % | 517.623 $ | +361.241 $ | +231,0 % |
| Intelligent Financial Strategies | 10.863.648 $ | +25.603 $ | +0,2 % | 10.838.045 $ | +1.270.042 $ | +13,3 % | 9.568.003 $ | -1.010.970 $ | -9,6 % | 10.578.973 $ | +310.915 $ | +3,0 % |
| Family Manage LLC | 10.813.629 $ | +929.439 $ | +9,4 % | 9.884.190 $ | +9.429.392 $ | +2.073,3 % | 454.798 $ | +34.473 $ | +8,2 % | |||
| TCV Trust & Wealth Management, Inc. | 10.802.923 $ | +1.084.037 $ | +11,2 % | 9.718.886 $ | +9.185.329 $ | +1.721,5 % | 533.557 $ | +11.641 $ | +2,2 % | 521.916 $ | +193.676 $ | +59,0 % |
| Facet Wealth, Inc. | 10.747.148 $ | +2.341.148 $ | +27,9 % | 8.406.000 $ | +2.881.230 $ | +52,2 % | 5.524.770 $ | +2.389.472 $ | +76,2 % | 3.135.298 $ | +1.465.437 $ | +87,8 % |
| Lakeridge Wealth Management LLC | 6.912.067 $ | -3.445.988 $ | -33,3 % | 10.358.055 $ | -369.228 $ | -3,4 % | 10.727.283 $ | -129.409 $ | -1,2 % | |||
| GREAT LAKES ADVISORS, LLC | 10.662.196 $ | +369.899 $ | +3,6 % | 10.292.297 $ | +2.986.518 $ | +40,9 % | 7.305.779 $ | +3.987.714 $ | +120,2 % | 3.318.065 $ | +212.430 $ | +6,8 % |
| QRG CAPITAL MANAGEMENT, INC. | 10.602.915 $ | +9.274.789 $ | +698,3 % | 1.328.126 $ | -1.636.431 $ | -55,2 % | 2.964.557 $ | +1.660.204 $ | +127,3 % | |||
| Ameritas Advisory Services, LLC | 10.525.901 $ | +7.761.631 $ | +280,8 % | 2.764.270 $ | -1.043.613 $ | -27,4 % | 3.807.883 $ | -696.658 $ | -15,5 % | |||
| Trace Wealth Advisors, LLC | 5.159.246 $ | -5.351.948 $ | -50,9 % | 10.511.194 $ | +1.064.577 $ | +11,3 % | 9.446.617 $ | +362.407 $ | +4,0 % | 9.084.210 $ | +87.866 $ | +1,0 % |
| SeaBridge Investment Advisors LLC | 10.220.753 $ | -251.292 $ | -2,4 % | 10.472.045 $ | +1.187.941 $ | +12,8 % | 9.284.104 $ | -409.382 $ | -4,2 % | 9.693.486 $ | +201.795 $ | +2,1 % |
| Clarity Asset Management, Inc. | 10.439.654 $ | +549.744 $ | +5,6 % | 9.889.910 $ | +992.682 $ | +11,2 % | 8.897.228 $ | +8.725.047 $ | +5.067,4 % | 172.181 $ | +51.627 $ | +42,8 % |
| Merited Wealth, LLC | 9.760.590 $ | -615.826 $ | -5,9 % | 10.376.416 $ | +697.450 $ | +7,2 % | 9.678.966 $ | +504.646 $ | +5,5 % | 9.174.320 $ | ||
| Capital Investment Management, Inc. | 10.345.953 $ | +1.076.669 $ | +11,6 % | 9.269.284 $ | -185.169 $ | -2,0 % | 9.454.453 $ | |||||
| Lynch Investment Planning, LLC | 489.461 $ | -9.735.429 $ | -95,2 % | 10.224.890 $ | +1.198.062 $ | +13,3 % | 9.026.828 $ | -399.458 $ | -4,2 % | 9.426.286 $ | ||
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 10.210.278 $ | +5.409.845 $ | +112,7 % | 4.800.433 $ | -168.862 $ | -3,4 % | 4.969.295 $ | -26.696 $ | -0,5 % | |||
| LS Investment Advisors, LLC | 10.156.807 $ | +122.328 $ | +1,2 % | 10.034.479 $ | +6.355.018 $ | +172,7 % | 3.679.461 $ | |||||
| ELEMENT POINTE ADVISORS, LLC | 10.135.560 $ | +1.514.382 $ | +17,6 % | 8.621.178 $ | ||||||||
| Mason Investment Advisory Services, Inc. | 10.127.827 $ | +1.122.407 $ | +12,5 % | 9.005.420 $ | +308.694 $ | +3,5 % | 8.696.726 $ | +209.057 $ | +2,5 % | |||
| ADVISORTRUST PARTNERS, LLC | 9.877.082 $ | -224.495 $ | -2,2 % | 10.101.577 $ | ||||||||
| KENNEDY INVESTMENT GROUP, INC. | 10.101.523 $ | +665.602 $ | +7,1 % | 9.435.921 $ | +1.742.216 $ | +22,6 % | 7.693.705 $ | +278.875 $ | +3,8 % | 7.414.830 $ | +2.254.249 $ | +43,7 % |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 8.348.139 $ | -817.530 $ | -8,9 % | 9.165.669 $ | -677.332 $ | -6,9 % | 9.843.001 $ | -249.722 $ | -2,5 % | 10.092.723 $ | -289.765 $ | -2,8 % |
| REDW Wealth LLC | 7.259.332 $ | -456.149 $ | -5,9 % | 7.715.481 $ | -2.372.608 $ | -23,5 % | 10.088.089 $ | +45.623 $ | +0,5 % | |||
| Aspirean Wealth, LLC | 8.183.068 $ | -1.779.403 $ | -17,9 % | 9.962.471 $ | +1.126.008 $ | +12,7 % | 8.836.463 $ | +422.889 $ | +5,0 % | 8.413.574 $ | ||
| WATERSHED PRIVATE WEALTH LLC | 1.392.450 $ | -8.551.212 $ | -86,0 % | 9.943.662 $ | +636.676 $ | +6,8 % | 9.306.986 $ | -84.303 $ | -0,9 % | 9.391.289 $ | +428.837 $ | +4,8 % |
| Stewardship Advisors, LLC | 9.403.631 $ | -520.152 $ | -5,2 % | 9.923.783 $ | +1.255.497 $ | +14,5 % | 8.668.286 $ | +171.603 $ | +2,0 % | 8.496.683 $ | +91.263 $ | +1,1 % |
| AMI INVESTMENT MANAGEMENT INC | 9.922.638 $ | +1.053.153 $ | +11,9 % | 8.869.485 $ | +742.448 $ | +9,1 % | 8.127.037 $ | +49.852 $ | +0,6 % | 8.077.185 $ | +889.425 $ | +12,4 % |
| Tower Research Capital LLC (TRC) | 9.868.163 $ | +404.149 $ | +4,3 % | 9.464.014 $ | +6.556.081 $ | +225,5 % | 2.907.933 $ | -1.431.070 $ | -33,0 % | |||
| NorthCrest Asset Manangement, LLC | 9.849.587 $ | +459.833 $ | +4,9 % | 9.389.754 $ | +3.663.146 $ | +64,0 % | 5.726.608 $ | +2.833.418 $ | +97,9 % | 2.893.190 $ | +26.813 $ | +0,9 % |
| SHUFRO ROSE & CO LLC | 9.808.149 $ | +1.170.943 $ | +13,6 % | 8.637.206 $ | +1.323.953 $ | +18,1 % | 7.313.253 $ | +6.514.535 $ | +815,6 % | |||
| Tranquility Partners, LLC | 9.786.696 $ | +2.214.014 $ | +29,2 % | 7.572.682 $ | +1.436.105 $ | +23,4 % | 6.136.577 $ | +164.211 $ | +2,7 % | 5.972.366 $ | +113.248 $ | +1,9 % |
| JPL Wealth Management, LLC | 9.785.454 $ | +1.957.443 $ | +25,0 % | 7.828.011 $ | +1.417.035 $ | +22,1 % | 6.410.976 $ | +1.592.732 $ | +33,1 % | |||
| MBA Advisors LLC | 9.697.165 $ | -78.899 $ | -0,8 % | 9.776.064 $ | +2.583.185 $ | +35,9 % | 7.192.879 $ | +610.388 $ | +9,3 % | 6.582.491 $ | +747.987 $ | +12,8 % |
| WealthCollab, LLC | 9.763.377 $ | +1.020.439 $ | +11,7 % | 8.742.938 $ | +272.152 $ | +3,2 % | 8.470.786 $ | +303.354 $ | +3,7 % | |||
| Parallel Advisors, LLC | 7.099.578 $ | -1.889.991 $ | -21,0 % | 8.989.569 $ | -754.667 $ | -7,7 % | 9.744.236 $ | +396.661 $ | +4,2 % | 9.347.575 $ | +27.257 $ | +0,3 % |
| Elite Life Management LLC | 9.643.123 $ | +360.895 $ | +3,9 % | 9.282.228 $ | +1.185.201 $ | +14,6 % | 8.097.027 $ | +917.706 $ | +12,8 % | 7.179.321 $ | +1.656.858 $ | +30,0 % |
| RB Capital Management, LLC | 9.638.761 $ | +2.106.587 $ | +28,0 % | 7.532.174 $ | +654.790 $ | +9,5 % | 6.877.384 $ | +535.899 $ | +8,5 % | |||
| Oakmont Advisory Group, LLC | 9.636.006 $ | +1.543.985 $ | +19,1 % | 8.092.021 $ | +2.027.212 $ | +33,4 % | 6.064.809 $ | |||||
| Noble Wealth Partners LLC | 9.622.400 $ | |||||||||||
| TCFG WEALTH MANAGEMENT, LLC | 9.481.138 $ | -117.187 $ | -1,2 % | 9.598.325 $ | -1.049.549 $ | -9,9 % | ||||||
| Diversified Trust Co | 9.594.088 $ | +3.060.478 $ | +46,8 % | 6.533.610 $ | +456.553 $ | +7,5 % | 6.077.057 $ | +201.741 $ | +3,4 % | 5.875.316 $ | +1.004.601 $ | +20,6 % |
| Dorsey & Whitney Trust CO LLC | 9.583.224 $ | +920.619 $ | +10,6 % | 8.662.605 $ | +653.991 $ | +8,2 % | 8.008.614 $ | +1.045.484 $ | +15,0 % | |||
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 9.572.184 $ | +3.341.723 $ | +53,6 % | 6.230.461 $ | +1.649.232 $ | +36,0 % | 4.581.229 $ | +591.031 $ | +14,8 % | |||
| Platform Technology Partners | 9.400.345 $ | -147.111 $ | -1,5 % | 9.547.456 $ | +2.430.948 $ | +34,2 % | 7.116.508 $ | +576.369 $ | +8,8 % | 6.540.139 $ | +892.468 $ | +15,8 % |
| DRIVE WEALTH MANAGEMENT, LLC | 9.508.151 $ | +678.747 $ | +7,7 % | 8.829.404 $ | +916.246 $ | +11,6 % | 7.913.158 $ | +1.367.672 $ | +20,9 % | |||
| ELEVATION POINT WEALTH PARTNERS, LLC | 9.481.729 $ | +8.631.406 $ | +1.015,1 % | 850.323 $ | ||||||||
| J HAGAN CAPITAL, INC. | 9.477.512 $ | +993.190 $ | +11,7 % | 8.484.322 $ | +1.747.412 $ | +25,9 % | 6.736.910 $ | |||||
| Ballast Rock Private Wealth LLC | 8.517.431 $ | -947.016 $ | -10,0 % | 9.464.447 $ | +620.843 $ | +7,0 % | 8.843.604 $ | -376.121 $ | -4,1 % | 9.219.725 $ | ||
| Turning Point Benefit Group, Inc. | 9.454.452 $ | +686.284 $ | +7,8 % | 8.768.168 $ | +5.422.427 $ | +162,1 % | 3.345.741 $ | -2.768.156 $ | -45,3 % | 6.113.897 $ | +1.403.182 $ | +29,8 % |
| Narus Financial Partners, LLC | 8.712.779 $ | -658.680 $ | -7,0 % | 9.371.459 $ | +842.718 $ | +9,9 % | 8.528.741 $ | +160.882 $ | +1,9 % | 8.367.859 $ | -37.846 $ | -0,5 % |
| Family CFO Inc | 9.118.484 $ | -244.472 $ | -2,6 % | 9.362.956 $ | +595.475 $ | +6,8 % | 8.767.481 $ | -421.870 $ | -4,6 % | 9.189.351 $ | +1.099.644 $ | +13,6 % |
| M&T BANK CORP | 7.183.355 $ | -1.270.193 $ | -15,0 % | 8.453.548 $ | -894.250 $ | -9,6 % | 9.347.798 $ | +795.337 $ | +9,3 % | |||
| Running Point Capital Advisors, LLC | 9.347.128 $ | +243.812 $ | +2,7 % | |||||||||
| AMERIPRISE FINANCIAL INC | 9.148.295 $ | +750.260 $ | +8,9 % | 8.398.035 $ | -941.210 $ | -10,1 % | 9.339.245 $ | +1.071.605 $ | +13,0 % | |||
| Verum Partners LLC | 9.339.214 $ | +75.708 $ | +0,8 % | 9.263.506 $ | -62.344 $ | -0,7 % | 9.325.850 $ | +1.204.834 $ | +14,8 % | 8.121.016 $ | +499.386 $ | +6,6 % |
| Caerus Investment Advisors, LLC | 9.310.061 $ | +1.166.022 $ | +14,3 % | 8.144.039 $ | -110.887 $ | -1,3 % | 8.254.926 $ | +204.716 $ | +2,5 % | |||
| Accel Wealth Management | 9.295.586 $ | +1.056.428 $ | +12,8 % | 8.239.158 $ | +1.519.295 $ | +22,6 % | 6.719.863 $ | +1.440.133 $ | +27,3 % | 5.279.730 $ | +1.543.533 $ | +41,3 % |
| Eaton Financial Holdings Company, LLC | 9.255.354 $ | +2.362.584 $ | +34,3 % | 6.892.770 $ | -1.585 $ | -0,0 % | 6.894.355 $ | +720.223 $ | +11,7 % | |||
| LifeSteps Financial, Inc. | 8.450.279 $ | -802.592 $ | -8,7 % | 9.252.871 $ | +5.491.936 $ | +146,0 % | 3.760.935 $ | |||||
| Integrity Wealth Partners, LLC | 9.206.215 $ | +906.286 $ | +10,9 % | 8.299.929 $ | ||||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.176.913 $ | +729.731 $ | +8,6 % | 8.447.182 $ | +710.465 $ | +9,2 % | 7.736.717 $ | -14.233.296 $ | -64,8 % | |||
| Winter & Associates, Inc. | 9.145.268 $ | +829.150 $ | +10,0 % | 8.316.118 $ | +3.408.841 $ | +69,5 % | 4.907.277 $ | +1.375.080 $ | +38,9 % | 3.532.197 $ | ||
| Forefront Wealth Partners, LLC | 9.110.033 $ | +7.524.058 $ | +474,4 % | 1.585.975 $ | +1.328.561 $ | +516,1 % | 257.414 $ | |||||
| Beta Wealth Group, Inc. | 9.071.758 $ | +1.445.554 $ | +19,0 % | 7.626.204 $ | +256.663 $ | +3,5 % | 7.369.541 $ | +202.947 $ | +2,8 % | |||
| Cypress Wealth Services, LLC | 9.067.712 $ | +535.808 $ | +6,3 % | 8.531.904 $ | +2.215.209 $ | +35,1 % | 6.316.695 $ | -715.798 $ | -10,2 % | 7.032.493 $ | +1.336.726 $ | +23,5 % |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 9.035.079 $ | +7.923.793 $ | +713,0 % | 1.111.286 $ | -27.886 $ | -2,4 % | 1.139.172 $ | +31.198 $ | +2,8 % | 1.107.974 $ | +19.298 $ | +1,8 % |
| Long Island Wealth Management, Inc. | 8.968.680 $ | +1.840.715 $ | +25,8 % | 7.127.965 $ | +1.551.716 $ | +27,8 % | 5.576.249 $ | +1.385.209 $ | +33,1 % | 4.191.040 $ | +718.703 $ | +20,7 % |
| Moran Wealth Management, LLC | 3.322.773 $ | -5.587.879 $ | -62,7 % | 8.910.652 $ | +2.595.296 $ | +41,1 % | ||||||
| PLANWISER FINANCIAL, LLC | 8.883.877 $ | +325.052 $ | +3,8 % | 8.558.825 $ | +1.341.374 $ | +18,6 % | 7.217.451 $ | +3.220.149 $ | +80,6 % | |||
| SILVER OAK SECURITIES, INCORPORATED | 8.881.894 $ | +1.165.697 $ | +15,1 % | 7.716.197 $ | -815.880 $ | -9,6 % | 8.532.077 $ | +651.736 $ | +8,3 % | |||
| MARSHALL WACE, LLP | 8.864.589 $ | +8.289.849 $ | +1.442,4 % | 574.740 $ | ||||||||
| Kingsview Wealth Management, LLC | 8.863.023 $ | +2.656.233 $ | +42,8 % | 6.206.790 $ | -915.370 $ | -12,9 % | 7.122.160 $ | -14.901.320 $ | -67,7 % | |||
| Wealth Enhancement Trust Services, Inc. | 8.837.577 $ | +1.268.859 $ | +16,8 % | 7.568.718 $ | +1.550.828 $ | +25,8 % | 6.017.890 $ | +282.299 $ | +4,9 % | 5.735.591 $ | ||
| Northland Capital Management LLC | 6.989.654 $ | -223.705 $ | -3,1 % | 7.213.359 $ | +832.455 $ | +13,0 % | 6.380.904 $ | -2.449.779 $ | -27,7 % | 8.830.683 $ | +116.779 $ | +1,3 % |
| Retirement Planning Group, LLC | 4.097.186 $ | -4.673.334 $ | -53,3 % | 8.770.520 $ | +1.079.606 $ | +14,0 % | 7.690.914 $ | -183.975 $ | -2,3 % | 7.874.889 $ | +156.602 $ | +2,0 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 6.448.518 $ | -2.316.713 $ | -26,4 % | 8.765.231 $ | +1.251.274 $ | +16,7 % | 7.513.957 $ | -910.208 $ | -10,8 % | 8.424.165 $ | +3.862.262 $ | +84,7 % |
| J. R. Prunier Capital Management LLC | 8.694.805 $ | +1.210.312 $ | +16,2 % | 7.484.493 $ | ||||||||
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 8.196.338 $ | +718.739 $ | +9,6 % | 7.477.599 $ | -1.189.060 $ | -13,7 % | 8.666.659 $ | +820.415 $ | +10,5 % | |||
| Sepio Capital, LP | 8.603.328 $ | +669.280 $ | +8,4 % | 7.934.048 $ | +255.062 $ | +3,3 % | 7.678.986 $ | +6.759.435 $ | +735,1 % | 919.551 $ | -204.435 $ | -18,2 % |
| Bragg Financial Advisors, Inc | 8.599.032 $ | +1.631.271 $ | +23,4 % | 6.967.761 $ | -147.551 $ | -2,1 % | 7.115.312 $ | -20.571 $ | -0,3 % | |||
| Bank of New Hampshire | 8.595.458 $ | +356.868 $ | +4,3 % | 8.238.590 $ | +946.822 $ | +13,0 % | 7.291.768 $ | +919.288 $ | +14,4 % | 6.372.480 $ | +3.266.990 $ | +105,2 % |
| MPWM ADVISORY SOLUTIONS, LLC | 8.555.269 $ | +894.546 $ | +11,7 % | 7.660.723 $ | -145.513 $ | -1,9 % | 7.806.236 $ | +281.905 $ | +3,7 % | |||
| Drucker Wealth 3.0, LLC | 7.792.750 $ | -758.473 $ | -8,9 % | 8.551.223 $ | +390.643 $ | +4,8 % | 8.160.580 $ | +445.619 $ | +5,8 % | |||
| TME FINANCIAL, INC. | 8.275.287 $ | -265.924 $ | -3,1 % | 8.541.211 $ | +4.036.961 $ | +89,6 % | 4.504.250 $ | +127.492 $ | +2,9 % | 4.376.758 $ | +645.058 $ | +17,3 % |
| NorthRock Partners, LLC | 8.516.827 $ | +1.752.428 $ | +25,9 % | 6.764.399 $ | -5.774 $ | -0,1 % | 6.770.173 $ | +4.000.304 $ | +144,4 % | |||
| Opus Financial Solutions LLC | 6.517.690 $ | -1.968.958 $ | -23,2 % | 8.486.648 $ | +1.298.722 $ | +18,1 % | 7.187.926 $ | +1.562.007 $ | +27,8 % | 5.625.919 $ | ||
| FIRST NATIONAL TRUST CO | 5.625.516 $ | -453.209 $ | -7,5 % | 6.078.725 $ | -677.880 $ | -10,0 % | 6.756.605 $ | -1.725.156 $ | -20,3 % | 8.481.761 $ | -16.312.854 $ | -65,8 % |
| John A. Wolfe & Associates, Inc. | 1.271.091 $ | -48.571 $ | -3,7 % | 1.319.662 $ | +177.345 $ | +15,5 % | 1.142.317 $ | -7.318.266 $ | -86,5 % | 8.460.583 $ | ||
| Ruggaard & Associates LLC | 8.419.685 $ | +1.032.165 $ | +14,0 % | 7.387.520 $ | -29.425 $ | -0,4 % | 7.416.945 $ | -635.879 $ | -7,9 % | |||
| Westmount Partners, LLC | 8.066.544 $ | -331.681 $ | -3,9 % | 8.398.225 $ | +1.604.127 $ | +23,6 % | 6.794.098 $ | +142.528 $ | +2,1 % | |||
| Plan Group Financial, LLC | 4.167.462 $ | -1.393.462 $ | -25,1 % | 5.560.924 $ | -448.266 $ | -7,5 % | 6.009.190 $ | -2.384.680 $ | -28,4 % | 8.393.870 $ | -3.349.919 $ | -28,5 % |
| FIFTH THIRD SECURITIES, INC. | 8.363.818 $ | +5.274.750 $ | +170,8 % | 3.089.068 $ | +494.472 $ | +19,1 % | 2.594.596 $ | +507.863 $ | +24,3 % | 2.086.733 $ | +160.757 $ | +8,3 % |
| Grove Street Fiduciary, LLC | 5.896.940 $ | -2.449.251 $ | -29,3 % | 8.346.191 $ | +428.908 $ | +5,4 % | 7.917.283 $ | +143.729 $ | +1,8 % | 7.773.554 $ | -102.951 $ | -1,3 % |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 8.342.493 $ | +2.907.427 $ | +53,5 % | 5.435.066 $ | +1.057.199 $ | +24,1 % | 4.377.867 $ | +861.409 $ | +24,5 % | |||
| HARBOR INVESTMENT ADVISORY, LLC | 8.337.291 $ | +1.061.268 $ | +14,6 % | 7.276.023 $ | +500.107 $ | +7,4 % | 6.775.916 $ | +594.953 $ | +9,6 % | 6.180.963 $ | +897.870 $ | +17,0 % |
| StoneX Group Inc. | 4.655.472 $ | +3.535.247 $ | +315,6 % | 1.120.225 $ | -1.009.931 $ | -47,4 % | 2.130.156 $ | -6.197.252 $ | -74,4 % | 8.327.408 $ | +683.294 $ | +8,9 % |
| Heck Capital Advisors, LLC | 8.325.336 $ | +461.443 $ | +5,9 % | 7.863.893 $ | +4.319.257 $ | +121,9 % | 3.544.636 $ | +832.409 $ | +30,7 % | 2.712.227 $ | +1.209.431 $ | +80,5 % |
| Sculati Wealth Management, LLC | 8.296.008 $ | +216.105 $ | +2,7 % | 8.079.903 $ | +560.495 $ | +7,5 % | 7.519.408 $ | +472.031 $ | +6,7 % | 7.047.377 $ | +1.081.109 $ | +18,1 % |
| Meridian Wealth Management, LLC | 8.277.085 $ | +928.604 $ | +12,6 % | 7.348.481 $ | +880.552 $ | +13,6 % | 6.467.929 $ | +714.541 $ | +12,4 % | 5.753.388 $ | +828.880 $ | +16,8 % |
| Essex Financial Services, Inc. | 8.265.904 $ | +2.247.747 $ | +37,3 % | 6.018.157 $ | +845.024 $ | +16,3 % | 5.173.133 $ | +556.398 $ | +12,1 % | |||
| BOK Financial Private Wealth, Inc. | 8.148.414 $ | +1.166.695 $ | +16,7 % | 6.981.719 $ | +341.706 $ | +5,1 % | 6.640.013 $ | +252.419 $ | +4,0 % | |||
| Quadrature Capital Ltd | 2.009.879 $ | -3.168.367 $ | -61,2 % | 5.178.246 $ | -2.961.774 $ | -36,4 % | 8.140.020 $ | +6.881.147 $ | +546,6 % | |||
| O'Connor Financial Group LLC | 8.007.870 $ | -127.851 $ | -1,6 % | 8.135.721 $ | +541.147 $ | +7,1 % | 7.594.574 $ | -244.192 $ | -3,1 % | 7.838.766 $ | +598.835 $ | +8,3 % |
| Ausdal Financial Partners, Inc. | 8.031.772 $ | +681.157 $ | +9,3 % | 7.350.615 $ | +372.493 $ | +5,3 % | 6.978.122 $ | +2.569.581 $ | +58,3 % | |||
| NICOLET BANKSHARES INC | 8.030.796 $ | +175.101 $ | +2,2 % | 7.855.695 $ | +4.441.492 $ | +130,1 % | 3.414.203 $ | +1.398.098 $ | +69,3 % | |||
| TENET WEALTH PARTNERS, LLC | 7.951.039 $ | -49.788 $ | -0,6 % | 8.000.827 $ | ||||||||
| Lantz Financial LLC | 543.650 $ | -7.449.702 $ | -93,2 % | 7.993.352 $ | +1.321.150 $ | +19,8 % | 6.672.202 $ | +1.052.467 $ | +18,7 % | 5.619.735 $ | +734.854 $ | +15,0 % |
| Life Planning Partners, Inc | 7.981.578 $ | +721.194 $ | +9,9 % | 7.260.384 $ | +208.825 $ | +3,0 % | 7.051.559 $ | +464.506 $ | +7,1 % | 6.587.053 $ | -276.018 $ | -4,0 % |
| Balefire, LLC | 1.162.965 $ | +73.100 $ | +6,7 % | 1.089.865 $ | -6.878.796 $ | -86,3 % | 7.968.661 $ | +7.636.857 $ | +2.301,6 % | 331.804 $ | +53.290 $ | +19,1 % |
| CSS LLC/IL | 6.847.306 $ | -169.999 $ | -2,4 % | 7.017.305 $ | -944.616 $ | -11,9 % | 7.961.921 $ | +1.291.515 $ | +19,4 % | |||
| VISIONARY HORIZONS, LLC | 7.918.451 $ | +4.295.854 $ | +118,6 % | 3.622.597 $ | +761.782 $ | +26,6 % | 2.860.815 $ | +640.009 $ | +28,8 % | 2.220.806 $ | -784.801 $ | -26,1 % |
| WESBANCO BANK INC | 1.226.134 $ | -6.679.115 $ | -84,5 % | 7.905.249 $ | +1.576.249 $ | +24,9 % | 6.329.000 $ | -135.712 $ | -2,1 % | 6.464.712 $ | +145.440 $ | +2,3 % |
| SAGE RHINO CAPITAL LLC | 7.578.462 $ | -316.734 $ | -4,0 % | 7.895.196 $ | +2.286.076 $ | +40,8 % | 5.609.120 $ | +785.442 $ | +16,3 % | 4.823.678 $ | +60.678 $ | +1,3 % |
| Madson Wealth Advisors Inc | 7.886.962 $ | +2.311.899 $ | +41,5 % | 5.575.063 $ | ||||||||
| Elmwood Wealth Management, Inc. | 7.869.195 $ | +15.915 $ | +0,2 % | 7.853.280 $ | +421.960 $ | +5,7 % | 7.431.320 $ | +2.146.774 $ | +40,6 % | 5.284.546 $ | +2.153.542 $ | +68,8 % |
| Family Legacy, Inc. | 7.850.240 $ | +250.269 $ | +3,3 % | 7.599.971 $ | +118.082 $ | +1,6 % | 7.481.889 $ | +71.181 $ | +1,0 % | 7.410.708 $ | +494.680 $ | +7,2 % |
| Serenity Investment Advisors | 7.495.318 $ | -268.885 $ | -3,5 % | 7.764.203 $ | +929.774 $ | +13,6 % | 6.834.429 $ | +1.831.838 $ | +36,6 % | 5.002.591 $ | ||
| PDS Planning, Inc | 7.710.573 $ | -24.948 $ | -0,3 % | 7.735.521 $ | +3.233.653 $ | +71,8 % | 4.501.868 $ | +1.660.416 $ | +58,4 % | 2.841.452 $ | +71.695 $ | +2,6 % |
| LexAurum Advisors, LLC | 7.706.034 $ | +52.191 $ | +0,7 % | 7.653.843 $ | +1.730.164 $ | +29,2 % | 5.923.679 $ | +1.157.877 $ | +24,3 % | |||
| Wealthfront Advisers LLC | 7.634.751 $ | +865.123 $ | +12,8 % | 6.769.628 $ | +1.236.131 $ | +22,3 % | 5.533.497 $ | +1.260.874 $ | +29,5 % | |||
| Aspire Private Capital, LLC | 6.174.923 $ | -1.414.123 $ | -18,6 % | 7.589.046 $ | +1.335.738 $ | +21,4 % | 6.253.308 $ | -281.411 $ | -4,3 % | 6.534.719 $ | -7.917.764 $ | -54,8 % |
| Fiduciary Alliance LLC | 5.329.002 $ | -1.935.890 $ | -26,6 % | 7.264.892 $ | -316.145 $ | -4,2 % | 7.581.037 $ | +2.698.517 $ | +55,3 % | 4.882.520 $ | +120.501 $ | +2,5 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.680.431 $ | -2.900.519 $ | -38,3 % | 7.580.950 $ | +798.574 $ | +11,8 % | 6.782.376 $ | +1.160.566 $ | +20,6 % | 5.621.810 $ | +196.746 $ | +3,6 % |
| Legacy Financial Advisors, Inc. | 7.576.507 $ | +622.853 $ | +9,0 % | 6.953.654 $ | +454.182 $ | +7,0 % | 6.499.472 $ | +1.310.942 $ | +25,3 % | |||
| PINKERTON WEALTH, LLC | 6.949.114 $ | +768.725 $ | +12,4 % | 6.180.389 $ | -1.152.110 $ | -15,7 % | 7.332.499 $ | -196.416 $ | -2,6 % | 7.528.915 $ | +1.128.735 $ | +17,6 % |
| Platt Wealth Management LLC | 7.510.000 $ | +75.000 $ | +1,0 % | 7.435.000 $ | +1.967.000 $ | +36,0 % | 5.468.000 $ | +790.000 $ | +16,9 % | 4.678.000 $ | ||
| SENTINEL PENSION ADVISORS, LLC | 7.502.093 $ | +260.095 $ | +3,6 % | 7.241.998 $ | +1.210.651 $ | +20,1 % | 6.031.347 $ | -1.414.453 $ | -19,0 % | 7.445.800 $ | +1.809.716 $ | +32,1 % |
| Ballast Financial Advisors LLC | 5.859.473 $ | -1.615.767 $ | -21,6 % | 7.475.240 $ | +570.236 $ | +8,3 % | 6.905.004 $ | -20.906 $ | -0,3 % | 6.925.910 $ | ||
| WHITTIER TRUST CO | 7.431.202 $ | +329.275 $ | +4,6 % | 7.101.927 $ | +347.140 $ | +5,1 % | 6.754.787 $ | +535.345 $ | +8,6 % | |||
| Baker Avenue Asset Management, LP | 7.055.739 $ | -362.263 $ | -4,9 % | 7.418.002 $ | +807.187 $ | +12,2 % | 6.610.815 $ | +138.812 $ | +2,1 % | 6.472.003 $ | +297.941 $ | +4,8 % |
| HUNTINGTON NATIONAL BANK | 7.390.733 $ | +2.136.094 $ | +40,7 % | 5.254.639 $ | +3.874.434 $ | +280,7 % | 1.380.205 $ | -300.324 $ | -17,9 % | |||
| Professional Financial Advisors, LLC | 7.371.325 $ | +67.032 $ | +0,9 % | 7.304.293 $ | +953.518 $ | +15,0 % | 6.350.775 $ | +3.548.032 $ | +126,6 % | 2.802.743 $ | +89.226 $ | +3,3 % |
| VERUS WEALTH MANAGEMENT, LLC | 7.363.752 $ | +865.915 $ | +13,3 % | 6.497.837 $ | +2.217 $ | +0,0 % | 6.495.620 $ | +173.451 $ | +2,7 % | 6.322.169 $ | -68.861 $ | -1,1 % |
| Kovack Advisors, Inc. | 7.318.742 $ | +2.816.324 $ | +62,6 % | 4.502.418 $ | +1.861 $ | +0,0 % | 4.500.557 $ | +3.406.428 $ | +311,3 % | |||
| VIABLE PLANNING, LLC | 7.295.237 $ | |||||||||||
| Waycross Investment Management Co | 7.281.253 $ | +646.802 $ | +9,7 % | 6.634.451 $ | -652.373 $ | -9,0 % | 7.286.824 $ | +42.754 $ | +0,6 % | |||
| OneAscent Family Office, LLC | 883.319 $ | -2.710.671 $ | -75,4 % | 3.593.990 $ | -3.685.589 $ | -50,6 % | 7.279.579 $ | +230.115 $ | +3,3 % | |||
| Independent Wealth Network Inc. | 7.230.984 $ | -19.355 $ | -0,3 % | 7.250.339 $ | +1.235.490 $ | +20,5 % | 6.014.849 $ | +300.630 $ | +5,3 % | 5.714.219 $ | +203.359 $ | +3,7 % |
| Elm Partners Management LLC | 7.243.755 $ | +1.213.143 $ | +20,1 % | 6.030.612 $ | +791.466 $ | +15,1 % | 5.239.146 $ | +122.202 $ | +2,4 % | |||
| Gradient Investments LLC | 6.708.023 $ | -529.554 $ | -7,3 % | 7.237.577 $ | +199.092 $ | +2,8 % | 7.038.485 $ | +127.578 $ | +1,8 % | 6.910.907 $ | -39.476 $ | -0,6 % |
| Cascade Financial Partners, LLC | 7.233.983 $ | +821.653 $ | +12,8 % | 6.412.330 $ | +183.720 $ | +2,9 % | 6.228.610 $ | +122.407 $ | +2,0 % | |||
| INTEGRATED WEALTHCARE, LLC | 7.180.613 $ | +601.780 $ | +9,1 % | 6.578.833 $ | -11.086 $ | -0,2 % | 6.589.919 $ | |||||
| Tyche Wealth Partners LLC | 7.179.498 $ | +568.465 $ | +8,6 % | 6.611.033 $ | +1.316.477 $ | +24,9 % | 5.294.556 $ | +2.478.058 $ | +88,0 % | |||
| True North Advisors, LLC | 5.951.138 $ | -111.529 $ | -1,8 % | 6.062.667 $ | +885.946 $ | +17,1 % | 5.176.721 $ | -1.969.874 $ | -27,6 % | 7.146.595 $ | +2.081.891 $ | +41,1 % |
| United Asset Strategies, Inc. | 7.117.360 $ | +2.496.601 $ | +54,0 % | 4.620.759 $ | +2.175.512 $ | +89,0 % | 2.445.247 $ | |||||
| Empowered Funds, LLC | 3.942.450 $ | +63.688 $ | +1,6 % | 3.878.762 $ | -3.237.986 $ | -45,5 % | 7.116.748 $ | +5.867.069 $ | +469,5 % | |||
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 7.113.191 $ | +85.459 $ | +1,2 % | 7.027.732 $ | +2.941.387 $ | +72,0 % | 4.086.345 $ | -1.130.564 $ | -21,7 % | 5.216.909 $ | +2.219.664 $ | +74,1 % |
| SEAMOUNT FINANCIAL GROUP INC | 7.076.544 $ | +1.770.714 $ | +33,4 % | 5.305.830 $ | +749.722 $ | +16,5 % | 4.556.108 $ | +105.316 $ | +2,4 % | 4.450.792 $ | +195.290 $ | +4,6 % |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 5.652.422 $ | -790.738 $ | -12,3 % | 6.443.160 $ | -601.041 $ | -8,5 % | 7.044.201 $ | -25.826 $ | -0,4 % | 7.070.027 $ | +171.116 $ | +2,5 % |
| CWA Asset Management Group, LLC | 7.068.925 $ | +1.683 $ | +0,0 % | 7.067.242 $ | +882.487 $ | +14,3 % | 6.184.755 $ | -235.605 $ | -3,7 % | 6.420.360 $ | +150.118 $ | +2,4 % |
| Cross Staff Investments Inc | 1.869.830 $ | -5.166.126 $ | -73,4 % | 7.035.956 $ | +5.391.029 $ | +327,7 % | 1.644.927 $ | -2.297 $ | -0,1 % | 1.647.224 $ | +44.175 $ | +2,8 % |
| Lakewood Asset Management LLC | 6.108.618 $ | -917.900 $ | -13,1 % | 7.026.518 $ | +5.369.186 $ | +324,0 % | 1.657.332 $ | |||||
| Altura Wealth Advisors Inc. | 4.568.590 $ | -176.390 $ | -3,7 % | 4.744.980 $ | +630.857 $ | +15,3 % | 4.114.123 $ | -2.900.341 $ | -41,3 % | 7.014.464 $ | +720.993 $ | +11,5 % |
| STALEY CAPITAL ADVISERS INC | 7.011.625 $ | +2.927.216 $ | +71,7 % | 4.084.409 $ | +722.904 $ | +21,5 % | 3.361.505 $ | +1.097.018 $ | +48,4 % | 2.264.487 $ | +773.135 $ | +51,8 % |
| Envision Financial LLC | 7.004.655 $ | +1.982.614 $ | +39,5 % | 5.022.041 $ | +4.092.612 $ | +440,3 % | 929.429 $ | |||||
| Walleye Partners, LLC | 6.625.629 $ | -370.550 $ | -5,3 % | 6.996.179 $ | +171.126 $ | +2,5 % | 6.825.053 $ | +132.124 $ | +2,0 % | 6.692.929 $ | ||
| JNBA Financial Advisors | 6.976.182 $ | +2.660.172 $ | +61,6 % | 4.316.010 $ | +1.082.588 $ | +33,5 % | 3.233.422 $ | -69.260 $ | -2,1 % | 3.302.682 $ | -28.286 $ | -0,8 % |
| Advisors Capital Management, LLC | 6.947.356 $ | +2.062.409 $ | +42,2 % | 4.884.947 $ | -97.461 $ | -2,0 % | 4.982.408 $ | +19.156 $ | +0,4 % | |||
| Atlas Private Wealth Advisors | 6.913.983 $ | -31.937 $ | -0,5 % | 6.945.920 $ | +766.727 $ | +12,4 % | 6.179.193 $ | -49.981 $ | -0,8 % | 6.229.174 $ | +885.717 $ | +16,6 % |
| Layline Advisors, LLC | 6.939.504 $ | +1.667.792 $ | +31,6 % | 5.271.712 $ | ||||||||
| Milestone Asset Management Group, LLC | 6.920.356 $ | +734.199 $ | +11,9 % | 6.186.157 $ | +1.051.815 $ | +20,5 % | 5.134.342 $ | +32.909 $ | +0,6 % | 5.101.433 $ | +906.788 $ | +21,6 % |
| BUSH INVESTMENT GROUP, LLC | 6.892.782 $ | +474.085 $ | +7,4 % | 6.418.697 $ | ||||||||
| Stirlingshire Investments, Inc. | 5.390.697 $ | -1.501.273 $ | -21,8 % | 6.891.970 $ | +624.287 $ | +10,0 % | 6.267.683 $ | +1.092.789 $ | +21,1 % | 5.174.894 $ | ||
| Williams & Novak Wealth Management, LLC | 6.887.912 $ | +1.264.419 $ | +22,5 % | 5.623.493 $ | +446.973 $ | +8,6 % | 5.176.520 $ | -42.793 $ | -0,8 % | 5.219.313 $ | -310.400 $ | -5,6 % |
| Opulen Financial Group LLC | 6.887.728 $ | +1.039.985 $ | +17,8 % | 5.847.743 $ | +1.065.774 $ | +22,3 % | 4.781.969 $ | +2.419.016 $ | +102,4 % | 2.362.953 $ | +1.269.391 $ | +116,1 % |
| 626 Financial, LLC | 6.619.502 $ | -263.762 $ | -3,8 % | 6.883.264 $ | +1.803.323 $ | +35,5 % | 5.079.941 $ | |||||
| Seven Bridges Advisors LLC | 6.876.843 $ | +541.626 $ | +8,5 % | 6.335.217 $ | ||||||||
| Csenge Advisory Group | 6.419.554 $ | -457.133 $ | -6,6 % | 6.876.687 $ | +970.629 $ | +16,4 % | 5.906.058 $ | -240.277 $ | -3,9 % | 6.146.335 $ | +399.299 $ | +6,9 % |
| Newman Dignan & Sheerar, Inc. | 6.839.867 $ | +657.470 $ | +10,6 % | 6.182.397 $ | +757.037 $ | +14,0 % | 5.425.360 $ | +676.807 $ | +14,3 % | 4.748.553 $ | +567.036 $ | +13,6 % |
| Nemes Rush Group LLC | 6.836.451 $ | +377.972 $ | +5,9 % | 6.458.479 $ | +1.097.253 $ | +20,5 % | 5.361.226 $ | +2.418.290 $ | +82,2 % | 2.942.936 $ | +377.448 $ | +14,7 % |
| HANOVER ADVISORS INC | 6.799.704 $ | +366.693 $ | +5,7 % | 6.433.011 $ | +722.872 $ | +12,7 % | 5.710.139 $ | +344.140 $ | +6,4 % | |||
| Arbor Wealth Advisors LLC | 6.761.557 $ | -23.742 $ | -0,3 % | 6.785.299 $ | +828.848 $ | +13,9 % | 5.956.451 $ | -63.569 $ | -1,1 % | 6.020.020 $ | +144.432 $ | +2,5 % |
| CYPRESS FINANCIAL PLANNING LLC | 4.809.352 $ | -487.445 $ | -9,2 % | 5.296.797 $ | -1.468.172 $ | -21,7 % | 6.764.969 $ | +210.904 $ | +3,2 % | 6.554.065 $ | +6.212.194 $ | +1.817,1 % |
| WASHINGTON TRUST Co | 6.687.866 $ | -71.225 $ | -1,1 % | 6.759.091 $ | +809.544 $ | +13,6 % | 5.949.547 $ | +163.944 $ | +2,8 % | 5.785.603 $ | +195.409 $ | +3,5 % |
| rebel Financial LLC | 6.573.829 $ | -163.544 $ | -2,4 % | 6.737.373 $ | +328.491 $ | +5,1 % | 6.408.882 $ | -26.195 $ | -0,4 % | 6.435.077 $ | -297.332 $ | -4,4 % |
| NerdWallet Wealth Partners, LLC | 6.736.895 $ | +1.669.937 $ | +33,0 % | 5.066.958 $ | -870.515 $ | -14,7 % | 5.937.473 $ | +212.480 $ | +3,7 % | |||
| Saxony Capital Management, LLC | 6.719.168 $ | +154.786 $ | +2,4 % | 6.564.382 $ | +1.794.108 $ | +37,6 % | 4.770.274 $ | +211.549 $ | +4,6 % | 4.558.725 $ | -1.736.521 $ | -27,6 % |
| Fortis Advisors, LLC | 6.705.325 $ | +855.744 $ | +14,6 % | 5.849.581 $ | +4.432.721 $ | +312,9 % | 1.416.860 $ | +39.007 $ | +2,8 % | |||
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 6.680.861 $ | +1.123.229 $ | +20,2 % | 5.557.632 $ | +529.674 $ | +10,5 % | 5.027.958 $ | +178.677 $ | +3,7 % | |||
| MATTERN CAPITAL MANAGEMENT, LLC | 4.052.720 $ | -2.616.630 $ | -39,2 % | 6.669.350 $ | +2.726.314 $ | +69,1 % | 3.943.036 $ | +1.276.655 $ | +47,9 % | 2.666.381 $ | +233.145 $ | +9,6 % |
| Americana Partners, LLC | 3.362.270 $ | -3.291.907 $ | -49,5 % | 6.654.177 $ | +607.253 $ | +10,0 % | 6.046.924 $ | +4.221.328 $ | +231,2 % | 1.825.596 $ | +605.072 $ | +49,6 % |
| Virtu Financial LLC | 242.000 $ | -6.407.000 $ | -96,4 % | 6.649.000 $ | +6.239.000 $ | +1.521,7 % | 410.000 $ | |||||
| ALLIUM FINANCIAL ADVISORS, LLC | 6.643.978 $ | +850.961 $ | +14,7 % | 5.793.017 $ | -169.065 $ | -2,8 % | 5.962.082 $ | +147.955 $ | +2,5 % | |||
| Stratos Wealth Advisors, LLC | 6.632.833 $ | +1.093.391 $ | +19,7 % | 5.539.442 $ | +85.076 $ | +1,6 % | 5.454.366 $ | -2.973.879 $ | -35,3 % | |||
| Orion Capital Management LLC | 6.603.472 $ | +711.398 $ | +12,1 % | 5.892.074 $ | -330.607 $ | -5,3 % | 6.222.681 $ | +157.434 $ | +2,6 % | |||
| Global Assets Advisory, LLC | 6.599.074 $ | +151.338 $ | +2,3 % | 6.447.736 $ | +1.603.594 $ | +33,1 % | 4.844.142 $ | +3.220.072 $ | +198,3 % | |||
| SEGALL BRYANT & HAMILL, LLC | 6.340.976 $ | -253.463 $ | -3,8 % | 6.594.439 $ | +430.841 $ | +7,0 % | 6.163.598 $ | |||||
| True Freedom Investing, LLC | 6.565.382 $ | +882.108 $ | +15,5 % | 5.683.274 $ | -355.864 $ | -5,9 % | 6.039.138 $ | -123.852 $ | -2,0 % | 6.162.990 $ | +5.877.512 $ | +2.058,8 % |
| Barry Investment Advisors, LLC | 5.714.584 $ | -847.107 $ | -12,9 % | 6.561.691 $ | +437.909 $ | +7,2 % | 6.123.782 $ | -344.839 $ | -5,3 % | 6.468.621 $ | +790.925 $ | +13,9 % |
| Sigma Planning Corp | 4.225.335 $ | -2.328.925 $ | -35,5 % | 6.554.260 $ | +1.381.272 $ | +26,7 % | 5.172.988 $ | -43.822 $ | -0,8 % | 5.216.810 $ | +332.378 $ | +6,8 % |
| Faithward Advisors, LLC | 6.551.320 $ | +2.497.804 $ | +61,6 % | 4.053.516 $ | +622.317 $ | +18,1 % | 3.431.199 $ | +759.655 $ | +28,4 % | |||
| PARSONS CAPITAL MANAGEMENT INC/RI | 6.544.883 $ | +2.506.535 $ | +62,1 % | 4.038.348 $ | +974.701 $ | +31,8 % | 3.063.647 $ | +445.287 $ | +17,0 % | 2.618.360 $ | +808.487 $ | +44,7 % |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 6.461.617 $ | -69.494 $ | -1,1 % | 6.531.111 $ | +816.476 $ | +14,3 % | 5.714.635 $ | +30.336 $ | +0,5 % | 5.684.299 $ | +158.330 $ | +2,9 % |
| DecisionMap Wealth Management, LLC | 6.211.171 $ | -295.801 $ | -4,5 % | 6.506.972 $ | +1.058.162 $ | +19,4 % | 5.448.810 $ | +506.223 $ | +10,2 % | 4.942.587 $ | -21.776 $ | -0,4 % |
| GWN SECURITIES INC. | 6.497.984 $ | +803.640 $ | +14,1 % | 5.694.344 $ | +58.515 $ | +1,0 % | 5.635.829 $ | +2.210.820 $ | +64,5 % | |||
| Elequin Capital, LP | 5.731.745 $ | +2.164.566 $ | +60,7 % | 3.567.179 $ | -2.927.797 $ | -45,1 % | 6.494.976 $ | +6.490.178 $ | +135.268,4 % | |||
| Innovative Wealth Building LLC | 5.988.078 $ | -505.143 $ | -7,8 % | 6.493.221 $ | +321.534 $ | +5,2 % | 6.171.687 $ | -310.715 $ | -4,8 % | 6.482.402 $ | -134.888 $ | -2,0 % |
| Good Harbor Advisors, Inc. | 5.796.143 $ | -688.234 $ | -10,6 % | 6.484.377 $ | +276.207 $ | +4,4 % | 6.208.170 $ | +1.056.729 $ | +20,5 % | 5.151.441 $ | ||
| TUDOR INVESTMENT CORP ET AL | 355.102 $ | +146.999 $ | +70,6 % | 208.103 $ | -6.269.612 $ | -96,8 % | 6.477.715 $ | +5.418.583 $ | +511,6 % | |||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 6.471.005 $ | +1.711.291 $ | +36,0 % | 4.759.714 $ | +1.342.997 $ | +39,3 % | 3.416.717 $ | +1.805.191 $ | +112,0 % | 1.611.526 $ | +280.840 $ | +21,1 % |
| AVALON CAPITAL MANAGEMENT | 6.467.959 $ | +498.300 $ | +8,3 % | 5.969.659 $ | +126.860 $ | +2,2 % | 5.842.799 $ | +5.185.437 $ | +788,8 % | 657.362 $ | +86.679 $ | +15,2 % |
| COMPASS CAPITAL CORP /MA/ /ADV | 6.452.389 $ | +333.756 $ | +5,5 % | 6.118.633 $ | +329.558 $ | +5,7 % | 5.789.075 $ | +373.374 $ | +6,9 % | |||
| KMT WEALTH MANAGEMENT, LLC | 6.434.491 $ | +132.073 $ | +2,1 % | 6.302.418 $ | +109.458 $ | +1,8 % | ||||||
| Landing Point Financial Group, LLC | 6.431.693 $ | +1.094.836 $ | +20,5 % | 5.336.857 $ | +177.883 $ | +3,4 % | 5.158.974 $ | +99.506 $ | +2,0 % | |||
| Garde Capital, Inc. | 6.420.187 $ | +51.524 $ | +0,8 % | 6.368.663 $ | +563.797 $ | +9,7 % | 5.804.866 $ | +881.509 $ | +17,9 % | 4.923.357 $ | +300.534 $ | +6,5 % |
| Ascentis Independent Advisors | 5.945.069 $ | -411.254 $ | -6,5 % | 6.356.323 $ | +2.235.280 $ | +54,2 % | 4.121.043 $ | +3.344.652 $ | +430,8 % | |||
| BROWN BROTHERS HARRIMAN & CO | 5.230.933 $ | +528.655 $ | +11,2 % | 4.702.278 $ | -1.637.532 $ | -25,8 % | 6.339.810 $ | +798.449 $ | +14,4 % | |||
| Family Capital Management, Inc. | 6.337.470 $ | +162.598 $ | +2,6 % | 6.174.872 $ | +324.181 $ | +5,5 % | 5.850.691 $ | +1.746.390 $ | +42,6 % | 4.104.301 $ | +762.109 $ | +22,8 % |
| Ascent Group, LLC | 4.663.592 $ | -1.638.020 $ | -26,0 % | 6.301.612 $ | +3.314.655 $ | +111,0 % | 2.986.957 $ | -14.502 $ | -0,5 % | 3.001.459 $ | +55.089 $ | +1,9 % |
| Hilltop Holdings Inc. | 4.661.660 $ | +521.548 $ | +12,6 % | 4.140.112 $ | -2.148.002 $ | -34,2 % | 6.288.114 $ | -2.462.783 $ | -28,1 % | |||
| Stokes Family Office, LLC | 992.929 $ | -4.836.665 $ | -83,0 % | 5.829.594 $ | -430.341 $ | -6,9 % | 6.259.935 $ | -1.889.078 $ | -23,2 % | |||
| Partners in Financial Planning | 6.253.822 $ | +171.547 $ | +2,8 % | 6.082.275 $ | +564.479 $ | +10,2 % | 5.517.796 $ | +1.482.362 $ | +36,7 % | 4.035.434 $ | +115.514 $ | +2,9 % |
| LaSalle St. Investment Advisors, LLC | 6.167.189 $ | +318.793 $ | +5,5 % | 5.848.396 $ | +29.396 $ | +0,5 % | 5.819.000 $ | +251.000 $ | +4,5 % | |||
| Del-Sette Capital Management, LLC | 1.625.498 $ | -2.449.960 $ | -60,1 % | 4.075.458 $ | -1.523.049 $ | -27,2 % | 5.598.507 $ | -567.240 $ | -9,2 % | 6.165.747 $ | +615.819 $ | +11,1 % |
| BBR PARTNERS, LLC | 6.154.801 $ | +1.108.665 $ | +22,0 % | 5.046.136 $ | +211.379 $ | +4,4 % | 4.834.757 $ | +110.177 $ | +2,3 % | |||
| Sand Hill Global Advisors, LLC | 6.150.449 $ | +585.212 $ | +10,5 % | 5.565.237 $ | -204.884 $ | -3,6 % | 5.770.121 $ | +16.224 $ | +0,3 % | |||
| L & S Advisors Inc | 6.141.130 $ | +755.680 $ | +14,0 % | 5.385.450 $ | -65.567 $ | -1,2 % | 5.451.017 $ | +17.965 $ | +0,3 % | |||
| WestHill Financial Advisors, Inc. | 2.028.541 $ | -4.051.997 $ | -66,6 % | 6.080.538 $ | +758.147 $ | +14,2 % | 5.322.391 $ | +61.354 $ | +1,2 % | 5.261.037 $ | -60.605 $ | -1,1 % |
| JOHNSON INVESTMENT COUNSEL INC | 6.048.543 $ | +2.137.588 $ | +54,7 % | 3.910.955 $ | -803.069 $ | -17,0 % | 4.714.024 $ | +358.301 $ | +8,2 % | |||
| Valued Retirements, Inc. | 5.998.768 $ | +86.383 $ | +1,5 % | 5.912.385 $ | +75.414 $ | +1,3 % | 5.836.971 $ | +426.311 $ | +7,9 % | 5.410.660 $ | +589.815 $ | +12,2 % |
| KOM Wealth Management Group, LLC | 2.284.156 $ | -1.837.362 $ | -44,6 % | 4.121.518 $ | -423.998 $ | -9,3 % | 4.545.516 $ | -1.443.124 $ | -24,1 % | 5.988.640 $ | -232.889 $ | -3,7 % |
| Glenview Trust Co | 5.981.446 $ | +5.715.077 $ | +2.145,5 % | 266.369 $ | ||||||||
| GC Wealth Management RIA, LLC | 623.226 $ | -5.320.580 $ | -89,5 % | 5.943.806 $ | -17.974 $ | -0,3 % | ||||||
| Richardson Capital Management LLC | 5.893.341 $ | +746.461 $ | +14,5 % | 5.146.880 $ | +5.083.517 $ | +8.022,8 % | 63.363 $ | |||||
| Napier Financial, LLC | 5.889.135 $ | +861.843 $ | +17,1 % | 5.027.292 $ | +172.403 $ | +3,6 % | 4.854.889 $ | |||||
| Benson Investment Management Company, Inc. | 5.842.854 $ | +152.122 $ | +2,7 % | 5.690.732 $ | +250.342 $ | +4,6 % | 5.440.390 $ | +4.854.334 $ | +828,3 % | 586.056 $ | +106.963 $ | +22,3 % |
| L2 Asset Management, LLC | 3.276.069 $ | -2.543.937 $ | -43,7 % | 5.820.006 $ | +1.933.582 $ | +49,8 % | 3.886.424 $ | |||||
| Madrid Wealth Management, LLC | 754.661 $ | -5.055.592 $ | -87,0 % | 5.810.253 $ | +687.258 $ | +13,4 % | 5.122.995 $ | +182.157 $ | +3,7 % | 4.940.838 $ | ||
| DHJJ Financial Advisors, Ltd. | 5.784.719 $ | +237.680 $ | +4,3 % | 5.547.039 $ | +908.081 $ | +19,6 % | 4.638.958 $ | +561.107 $ | +13,8 % | 4.077.851 $ | +626.570 $ | +18,2 % |
| Red Tortoise LLC | 5.774.101 $ | +37.438 $ | +0,7 % | 5.736.663 $ | +284.120 $ | +5,2 % | ||||||
| Belpointe Asset Management LLC | 5.757.723 $ | +788.472 $ | +15,9 % | 4.969.251 $ | -84.855 $ | -1,7 % | 5.054.106 $ | +2.145.649 $ | +73,8 % | |||
| Triangle Securities Wealth Management | 3.031.862 $ | -2.723.564 $ | -47,3 % | 5.755.426 $ | +1.094.896 $ | +23,5 % | 4.660.530 $ | +2.101.450 $ | +82,1 % | 2.559.080 $ | +438.967 $ | +20,7 % |
| Keel Point, LLC | 5.697.217 $ | +168.867 $ | +3,1 % | 5.528.350 $ | +552.099 $ | +11,1 % | 4.976.251 $ | +218.327 $ | +4,6 % | |||
| XTX Topco Ltd | 5.696.360 $ | +3.339.315 $ | +141,7 % | 2.357.045 $ | +2.134.265 $ | +958,0 % | 222.780 $ | -1.285.315 $ | -85,2 % | |||
| Cooper Financial Group | 5.660.171 $ | +4.164.983 $ | +278,6 % | 1.495.188 $ | +186.598 $ | +14,3 % | 1.308.590 $ | -346.667 $ | -20,9 % | 1.655.257 $ | -38.067 $ | -2,2 % |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 5.593.913 $ | +549.512 $ | +10,9 % | 5.044.401 $ | +623.395 $ | +14,1 % | 4.421.006 $ | +1.216.200 $ | +37,9 % | |||
| VANGUARD GROUP INC | 5.585.955 $ | +162.074 $ | +3,0 % | |||||||||
| Journey Beyond Wealth, LLC | 5.540.418 $ | +239.856 $ | +4,5 % | 5.300.562 $ | -37.586 $ | -0,7 % | 5.338.148 $ | -190.987 $ | -3,5 % | 5.529.135 $ | +539.221 $ | +10,8 % |
| Magnus Financial Group LLC | 5.539.317 $ | +4.828.748 $ | +679,6 % | 710.569 $ | +89.623 $ | +14,4 % | 620.946 $ | -10.778 $ | -1,7 % | 631.724 $ | +12.291 $ | +2,0 % |
| Infinity Wealth Counsel, LLC | 3.685.298 $ | -1.841.136 $ | -33,3 % | 5.526.434 $ | +1.058.386 $ | +23,7 % | 4.468.048 $ | +355.596 $ | +8,6 % | 4.112.452 $ | +760.620 $ | +22,7 % |
| Brooklyn Investment Group | 5.519.633 $ | +1.870.707 $ | +51,3 % | 3.648.926 $ | +2.015.867 $ | +123,4 % | ||||||
| First Security Investment Management, Inc. | 5.510.356 $ | |||||||||||
| Dakota Wealth Management | 5.509.301 $ | +1.178.307 $ | +27,2 % | 4.330.994 $ | +542.782 $ | +14,3 % | 3.788.212 $ | +2.206.112 $ | +139,4 % | |||
| CITIZENS FINANCIAL GROUP INC/RI | 1.391.667 $ | -4.007.447 $ | -74,2 % | 5.399.114 $ | +574.972 $ | +11,9 % | 4.824.142 $ | -677.802 $ | -12,3 % | 5.501.944 $ | -300.488 $ | -5,2 % |
| Broadway Wealth Solutions, Inc. | 5.440.104 $ | +482.483 $ | +9,7 % | 4.957.621 $ | +390.959 $ | +8,6 % | 4.566.662 $ | +39.290 $ | +0,9 % | 4.527.372 $ | +276.427 $ | +6,5 % |
| ENZI WEALTH | 5.057.632 $ | -109.422 $ | -2,1 % | 5.167.054 $ | +341.461 $ | +7,1 % | 4.825.593 $ | -597.914 $ | -11,0 % | 5.423.507 $ | -11.963.966 $ | -68,8 % |
| VICTORY FINANCIAL GROUP, LLC | 5.417.103 $ | +701.400 $ | +14,9 % | 4.715.703 $ | +389.189 $ | +9,0 % | 4.326.514 $ | +799.012 $ | +22,7 % | 3.527.502 $ | ||
| Asset One Wealth Management LLC | 5.411.255 $ | +403.965 $ | +8,1 % | 5.007.290 $ | ||||||||
| MAINSAIL ASSET MANAGEMENT, LLC | 5.262.274 $ | -148.153 $ | -2,7 % | 5.410.427 $ | +547.039 $ | +11,2 % | 4.863.388 $ | +3.952 $ | +0,1 % | 4.859.436 $ | ||
| Armbruster Capital Management, Inc. | 5.405.572 $ | +178.057 $ | +3,4 % | 5.227.515 $ | -59.458 $ | -1,1 % | 5.286.973 $ | +439.437 $ | +9,1 % | 4.847.536 $ | +243.838 $ | +5,3 % |
| Brooklyn FI, LLC | 4.833.351 $ | +1.930.256 $ | +66,5 % | 2.903.095 $ | -2.240.396 $ | -43,6 % | 5.143.491 $ | -225.770 $ | -4,2 % | 5.369.261 $ | +424.337 $ | +8,6 % |
| CASTLE WEALTH MANAGEMENT LLC | 5.332.396 $ | +431.278 $ | +8,8 % | 4.901.118 $ | +446.674 $ | +10,0 % | 4.454.444 $ | +458.463 $ | +11,5 % | |||
| Colonial Trust Co / SC | 5.322.197 $ | +1.400.873 $ | +35,7 % | 3.921.324 $ | +60.941 $ | +1,6 % | 3.860.383 $ | +114.286 $ | +3,1 % | |||
| First Western Trust Bank | 4.936.764 $ | +32.625 $ | +0,7 % | 4.904.139 $ | -415.789 $ | -7,8 % | 5.319.928 $ | -298.298 $ | -5,3 % | |||
| Financial Insights, Inc. | 817.432 $ | -4.476.009 $ | -84,6 % | 5.293.441 $ | +412.832 $ | +8,5 % | 4.880.609 $ | -236.014 $ | -4,6 % | 5.116.623 $ | -119.788 $ | -2,3 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.416.435 $ | -208.424 $ | -4,5 % | 4.624.859 $ | -539.215 $ | -10,4 % | 5.164.074 $ | -108.022 $ | -2,0 % | 5.272.096 $ | +242.008 $ | +4,8 % |
| FLAX POND CAPITAL, LLC | 5.245.439 $ | +2.919.717 $ | +125,5 % | 2.325.722 $ | +127.444 $ | +5,8 % | 2.198.278 $ | |||||
| Oakworth Capital, Inc. | 5.237.477 $ | +676.772 $ | +14,8 % | 4.560.705 $ | +694.309 $ | +18,0 % | 3.866.396 $ | -58.481 $ | -1,5 % | 3.924.877 $ | +65.328 $ | +1,7 % |
| Strategic Blueprint, LLC | 3.009.185 $ | -2.224.640 $ | -42,5 % | 5.233.825 $ | +394.042 $ | +8,1 % | 4.839.783 $ | +89.935 $ | +1,9 % | 4.749.848 $ | -8.261 $ | -0,2 % |
| CPC Advisors, LLC | 5.220.511 $ | +53.538 $ | +1,0 % | 5.166.973 $ | +645.681 $ | +14,3 % | 4.521.292 $ | -206.303 $ | -4,4 % | 4.727.595 $ | -45.694 $ | -1,0 % |
| MONEY CONCEPTS CAPITAL CORP | 4.381.877 $ | -835.184 $ | -16,0 % | 5.217.061 $ | +460.113 $ | +9,7 % | 4.756.948 $ | +2.976.757 $ | +167,2 % | 1.780.191 $ | ||
| Mach-1 Financial Group, LLC | 5.194.506 $ | +527.731 $ | +11,3 % | 4.666.775 $ | -215.431 $ | -4,4 % | 4.882.206 $ | -209 $ | -0,0 % | 4.882.415 $ | -301.787.917 $ | -98,4 % |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 5.183.936 $ | +477.495 $ | +10,1 % | 4.706.441 $ | +863.500 $ | +22,5 % | 3.842.941 $ | +125.707 $ | +3,4 % | |||
| Oder Investment Management, LLC | 5.181.910 $ | +946.318 $ | +22,3 % | 4.235.592 $ | +866.563 $ | +25,7 % | 3.369.029 $ | +551.886 $ | +19,6 % | |||
| LYNCH & ASSOCIATES/IN | 5.170.716 $ | +4.012.182 $ | +346,3 % | 1.158.534 $ | +403.987 $ | +53,5 % | 754.547 $ | -23.511 $ | -3,0 % | 778.058 $ | +140.479 $ | +22,0 % |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.638.154 $ | -529.594 $ | -10,2 % | 5.167.748 $ | +652.181 $ | +14,4 % | 4.515.567 $ | +2.102.849 $ | +87,2 % | 2.412.718 $ | +78.146 $ | +3,3 % |
| RETIREMENT GUYS FORMULA LLC | 4.725.989 $ | -39.879 $ | -0,8 % | 4.765.868 $ | +407.550 $ | +9,4 % | 4.358.318 $ | -767.667 $ | -15,0 % | 5.125.985 $ | -42.017 $ | -0,8 % |
| CALTON & ASSOCIATES, INC. | 5.124.411 $ | +1.552.341 $ | +43,5 % | 3.572.070 $ | +2.003.545 $ | +127,7 % | 1.568.525 $ | |||||
| Focus Financial Network, Inc. | 2.271.953 $ | -549.132 $ | -19,5 % | 2.821.085 $ | -2.299.797 $ | -44,9 % | 5.120.882 $ | +1.894.732 $ | +58,7 % | 3.226.150 $ | +106.094 $ | +3,4 % |
| Balboa Wealth Partners | 4.918.070 $ | -187.976 $ | -3,7 % | 5.106.046 $ | +249.636 $ | +5,1 % | 4.856.410 $ | -17.337 $ | -0,4 % | 4.873.747 $ | +1.412.476 $ | +40,8 % |
| Magnolia Private Wealth, LLC | 3.804.575 $ | -871.291 $ | -18,6 % | 4.675.866 $ | -416.350 $ | -8,2 % | 5.092.216 $ | +85.922 $ | +1,7 % | |||
| REDSTONE WEALTH MANAGEMENT, LLC | 5.085.187 $ | +366.378 $ | +7,8 % | 4.718.809 $ | +1.352.131 $ | +40,2 % | 3.366.678 $ | |||||
| Texas Capital Bank Wealth Management Services Inc | 5.076.061 $ | +458.446 $ | +9,9 % | 4.617.615 $ | -120.002 $ | -2,5 % | 4.737.617 $ | +1.661.435 $ | +54,0 % | |||
| PKS Advisory Services, LLC | 5.044.282 $ | +0 $ | +0,0 % | 5.044.282 $ | +1.307.639 $ | +35,0 % | 3.736.643 $ | +644.442 $ | +20,8 % | 3.092.201 $ | +2.890.021 $ | +1.429,4 % |
| NAPLES GLOBAL ADVISORS, LLC | 4.932.031 $ | -92.726 $ | -1,8 % | 5.024.757 $ | +528.037 $ | +11,7 % | 4.496.720 $ | +106.921 $ | +2,4 % | 4.389.799 $ | +321.907 $ | +7,9 % |
| Vanguard National Trust Co | 4.990.443 $ | +560.314 $ | +12,6 % | 4.430.129 $ | ||||||||
| Mowery & Schoenfeld Wealth Management, LLC | 4.985.361 $ | +911.845 $ | +22,4 % | 4.073.516 $ | +505.057 $ | +14,2 % | 3.568.459 $ | -121.763 $ | -3,3 % | 3.690.222 $ | -1.027 $ | -0,0 % |
| Matisse Capital | 4.926.610 $ | +45.409 $ | +0,9 % | 4.881.201 $ | +365.325 $ | +8,1 % | 4.515.876 $ | +155.886 $ | +3,6 % | 4.359.990 $ | +209.397 $ | +5,0 % |
| AMARILLO NATIONAL BANK | 4.913.691 $ | -11.453 $ | -0,2 % | 4.925.144 $ | +814.557 $ | +19,8 % | 4.110.587 $ | -273.502 $ | -6,2 % | 4.384.089 $ | +332.738 $ | +8,2 % |
| SMITH CHAS P & ASSOCIATES PA CPAS | 4.858.188 $ | -53.516 $ | -1,1 % | 4.911.704 $ | +614.704 $ | +14,3 % | 4.297.000 $ | +422.799 $ | +10,9 % | 3.874.201 $ | ||
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4.907.486 $ | +74.735 $ | +1,5 % | 4.832.751 $ | +202.357 $ | +4,4 % | 4.630.394 $ | +951.531 $ | +25,9 % | 3.678.863 $ | +373.393 $ | +11,3 % |
| Nova Financial LLC | 4.895.441 $ | |||||||||||
| K2 Financial Inc. | 2.910.323 $ | -1.876.344 $ | -39,2 % | 4.786.667 $ | -93.719 $ | -1,9 % | 4.880.386 $ | +132.835 $ | +2,8 % | 4.747.551 $ | +107.626 $ | +2,3 % |
| FFT WEALTH MANAGEMENT LLC | 4.340.965 $ | +547.373 $ | +14,4 % | 3.793.592 $ | -1.078.415 $ | -22,1 % | 4.872.007 $ | +120.770 $ | +2,5 % | |||
| Roundview Capital LLC | 4.862.616 $ | +467.983 $ | +10,6 % | 4.394.633 $ | +84.010 $ | +1,9 % | 4.310.623 $ | +160.596 $ | +3,9 % | |||
| JT Stratford LLC | 4.837.936 $ | +691.717 $ | +16,7 % | 4.146.219 $ | +413.662 $ | +11,1 % | 3.732.557 $ | +316.785 $ | +9,3 % | |||
| Riverbend Wealth Management, LLC | 4.835.406 $ | +273.991 $ | +6,0 % | 4.561.415 $ | +459.511 $ | +11,2 % | 4.101.904 $ | +54.025 $ | +1,3 % | 4.047.879 $ | +1.328.778 $ | +48,9 % |
| IAG Wealth Partners, LLC | 4.826.047 $ | +643.826 $ | +15,4 % | 4.182.221 $ | +565.218 $ | +15,6 % | 3.617.003 $ | +246.838 $ | +7,3 % | 3.370.165 $ | +214.475 $ | +6,8 % |
| Mullaney, Keating & Wright, Inc. | 3.875.312 $ | -942.247 $ | -19,6 % | 4.817.559 $ | +383.571 $ | +8,7 % | 4.433.988 $ | +155.770 $ | +3,6 % | 4.278.218 $ | +283.790 $ | +7,1 % |
| Rooted Wealth Advisors, Inc. | 4.801.781 $ | +0 $ | +0,0 % | 4.801.781 $ | +630.396 $ | +15,1 % | 4.171.385 $ | +1.589.436 $ | +61,6 % | 2.581.949 $ | ||
| Harbor Group, Inc. | 4.741.364 $ | -56.075 $ | -1,2 % | 4.797.439 $ | +195.475 $ | +4,2 % | 4.601.964 $ | +70.751 $ | +1,6 % | 4.531.213 $ | +160.912 $ | +3,7 % |
| Adelphi Trust Co | 4.600.993 $ | -195.724 $ | -4,1 % | 4.796.717 $ | +916.149 $ | +23,6 % | 3.880.568 $ | +369.339 $ | +10,5 % | 3.511.229 $ | ||
| GTS SECURITIES LLC | 3.734.557 $ | -1.051.453 $ | -22,0 % | 4.786.010 $ | +416.858 $ | +9,5 % | 4.369.152 $ | -850.596 $ | -16,3 % | |||
| Empire Financial Management Company, LLC | 4.784.705 $ | +614.427 $ | +14,7 % | 4.170.278 $ | +296.394 $ | +7,7 % | 3.873.884 $ | |||||
| Renasant Bank | 4.575.328 $ | -207.081 $ | -4,3 % | 4.782.409 $ | +497.657 $ | +11,6 % | 4.284.752 $ | +124.964 $ | +3,0 % | 4.159.788 $ | +22.772 $ | +0,6 % |
| CRA Financial Services, LLC | 4.772.183 $ | -10.205 $ | -0,2 % | 4.782.388 $ | +549.503 $ | +13,0 % | 4.232.885 $ | -2.673 $ | -0,1 % | 4.235.558 $ | +249.023 $ | +6,2 % |
| Measured Wealth Private Client Group, LLC | 4.777.631 $ | +434.591 $ | +10,0 % | 4.343.040 $ | +18.314 $ | +0,4 % | 4.324.726 $ | +158.324 $ | +3,8 % | |||
| Solutions 4 Wealth, Ltd | 1.247.429 $ | -28.061 $ | -2,2 % | 1.275.490 $ | -117.722 $ | -8,4 % | 1.393.212 $ | -3.379.963 $ | -70,8 % | 4.773.175 $ | -216.184 $ | -4,3 % |
| Global Trust Wealth Management LLC | 2.908.384 $ | -1.852.286 $ | -38,9 % | 4.760.670 $ | +1.477.744 $ | +45,0 % | 3.282.926 $ | +390.494 $ | +13,5 % | 2.892.432 $ | ||
| Fortis Capital Advisors, LLC | 4.756.068 $ | +671.620 $ | +16,4 % | 4.084.448 $ | -369.458 $ | -8,3 % | 4.453.906 $ | +2.344.518 $ | +111,1 % | |||
| Yoder Wealth Management, Inc. | 4.146.603 $ | -607.845 $ | -12,8 % | 4.754.448 $ | +412.760 $ | +9,5 % | 4.341.688 $ | -223.811 $ | -4,9 % | 4.565.499 $ | -438.596 $ | -8,8 % |
| MSA Advisors, LLC | 4.719.585 $ | +521.554 $ | +12,4 % | 4.198.031 $ | ||||||||
| McCarthy Asset Management, Inc. | 4.687.164 $ | -12.052 $ | -0,3 % | 4.699.216 $ | +463.692 $ | +10,9 % | 4.235.524 $ | -2.210.511 $ | -34,3 % | |||
| COOPER/HAIMS ADVISORS, LLC | 4.494.268 $ | -200.321 $ | -4,3 % | 4.694.589 $ | +424.423 $ | +9,9 % | 4.270.166 $ | +390.231 $ | +10,1 % | 3.879.935 $ | +151.178 $ | +4,1 % |
| PANORAMIC INVESTMENT ADVISORS, LLC | 4.679.769 $ | +699.208 $ | +17,6 % | 3.980.561 $ | +404.721 $ | +11,3 % | 3.575.840 $ | +66.562 $ | +1,9 % | |||
| First Heartland Consultants, Inc. | 210.730 $ | -4.462.874 $ | -95,5 % | 4.673.604 $ | +2.371.325 $ | +103,0 % | 2.302.279 $ | +1.763.807 $ | +327,6 % | |||
| Busey Bank | 4.673.038 $ | +29.561 $ | +0,6 % | 4.643.477 $ | +653.973 $ | +16,4 % | 3.989.504 $ | +219.206 $ | +5,8 % | 3.770.298 $ | +685.361 $ | +22,2 % |
| Black Diamond Financial, LLC | 274.479 $ | +556 $ | +0,2 % | 273.923 $ | +33.962 $ | +14,2 % | 239.961 $ | -4.428.302 $ | -94,9 % | 4.668.263 $ | -5.118 $ | -0,1 % |
| BRIGHT FINANCIAL ADVISORS, INC. | 4.667.316 $ | +282.518 $ | +6,4 % | 4.384.798 $ | +225.077 $ | +5,4 % | 4.159.721 $ | +135.173 $ | +3,4 % | 4.024.548 $ | -225.789 $ | -5,3 % |
| Angeles Investment Advisors, LLC | 4.396.027 $ | -22.809 $ | -0,5 % | 4.418.836 $ | -245.461 $ | -5,3 % | 4.664.297 $ | +115.872 $ | +2,5 % | 4.548.425 $ | +1.597.561 $ | +54,1 % |
| WEDBUSH SECURITIES INC | 4.362.000 $ | -240.000 $ | -5,2 % | 4.602.000 $ | +1.563.000 $ | +51,4 % | 3.039.000 $ | +142.000 $ | +4,9 % | 2.897.000 $ | +333.000 $ | +13,0 % |
| ANGELES WEALTH MANAGEMENT, LLC | 2.881.989 $ | -1.712.854 $ | -37,3 % | 4.594.843 $ | +1.389.614 $ | +43,4 % | 3.205.229 $ | +1.413.762 $ | +78,9 % | 1.791.467 $ | -713.243 $ | -28,5 % |
| Willow Financial LLC | 4.534.339 $ | +559.107 $ | +14,1 % | 3.975.232 $ | ||||||||
| Harbor Asset Planning, Inc. | 4.528.562 $ | +52.632 $ | +1,2 % | 4.475.930 $ | +358.584 $ | +8,7 % | 4.117.346 $ | +176.597 $ | +4,5 % | 3.940.749 $ | +225.585 $ | +6,1 % |
| Anchor Bay Capital, Inc. | 4.504.793 $ | |||||||||||
| Claris Financial LLC | 4.499.269 $ | +838.073 $ | +22,9 % | 3.661.196 $ | +2.627.153 $ | +254,1 % | ||||||
| MONTAG A & ASSOCIATES INC | 4.486.141 $ | +61.769 $ | +1,4 % | 4.424.372 $ | +551.329 $ | +14,2 % | 3.873.043 $ | +83.181 $ | +2,2 % | 3.789.862 $ | +1.272.672 $ | +50,6 % |
| BFC Planning, Inc. | 2.857.800 $ | +377.894 $ | +15,2 % | 2.479.906 $ | -2.003.490 $ | -44,7 % | 4.483.396 $ | +558.216 $ | +14,2 % | |||
| CX Institutional | 2.992.000 $ | -1.484.000 $ | -33,2 % | 4.476.000 $ | +2.562.000 $ | +133,9 % | 1.914.000 $ | -32.000 $ | -1,6 % | 1.946.000 $ | -31.000 $ | -1,6 % |
| West Wealth Group, LLC | 1.696.356 $ | -2.749.738 $ | -61,8 % | 4.446.094 $ | +663.550 $ | +17,5 % | 3.782.544 $ | +3.575.500 $ | +1.726,9 % | 207.044 $ | ||
| Compass Ion Advisors, LLC | 4.431.971 $ | +1.126.933 $ | +34,1 % | 3.305.038 $ | +276.772 $ | +9,1 % | 3.028.266 $ | +128.192 $ | +4,4 % | 2.900.074 $ | -384.789 $ | -11,7 % |
| Painted Porch Advisors LLC | 4.417.982 $ | +2.788.697 $ | +171,2 % | 1.629.285 $ | ||||||||
| ATLAS CAPITAL ADVISORS INC. | 4.404.648 $ | +3.516.655 $ | +396,0 % | 887.993 $ | +59.142 $ | +7,1 % | 828.851 $ | |||||
| Freestone Capital Holdings, LLC | 4.349.986 $ | +967.767 $ | +28,6 % | 3.382.219 $ | -63.536 $ | -1,8 % | 3.445.755 $ | +88.661 $ | +2,6 % | |||
| Per Stirling Capital Management, LLC. | 4.346.669 $ | +247.988 $ | +6,1 % | 4.098.681 $ | -170.190 $ | -4,0 % | 4.268.871 $ | +470.357 $ | +12,4 % | |||
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 4.335.595 $ | +1.509.855 $ | +53,4 % | 2.825.740 $ | ||||||||
| Connecticut Capital Management Group, LLC | 4.312.465 $ | +818.328 $ | +23,4 % | 3.494.137 $ | -253.383 $ | -6,8 % | 3.747.520 $ | |||||
| Williams Financial, LLC | 4.291.978 $ | +223.759 $ | +5,5 % | 4.068.219 $ | +331.660 $ | +8,9 % | 3.736.559 $ | +35.223 $ | +1,0 % | 3.701.336 $ | ||
| Rossby Financial, LCC | 4.282.545 $ | +72.096 $ | +1,7 % | 4.210.449 $ | +10.151 $ | +0,2 % | 4.200.298 $ | +2.604.771 $ | +163,3 % | 1.595.527 $ | +51.769 $ | +3,4 % |
| Fortis Capital Management LLC | 4.276.740 $ | +128.879 $ | +3,1 % | 4.147.861 $ | +1.141.160 $ | +38,0 % | 3.006.701 $ | +1.832.883 $ | +156,1 % | |||
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 1.207.540 $ | -3.061.085 $ | -71,7 % | 4.268.625 $ | ||||||||
| Wavvest Wealth LLC | 4.260.595 $ | |||||||||||
| ALONGSIDE, LLC | 4.260.542 $ | |||||||||||
| Harbour Wealth Management Group, Inc. | 4.238.933 $ | +715.548 $ | +20,3 % | 3.523.385 $ | +173.673 $ | +5,2 % | 3.349.712 $ | |||||
| Karpus Management, Inc. | 4.238.129 $ | |||||||||||
| FAS Wealth Partners, Inc. | 4.228.718 $ | +563.370 $ | +15,4 % | 3.665.348 $ | -210.202 $ | -5,4 % | 3.875.550 $ | +422.924 $ | +12,2 % | |||
| Marietta Wealth Management, LLC | 4.212.483 $ | +10.473 $ | +0,2 % | 4.202.010 $ | +451.414 $ | +12,0 % | 3.750.596 $ | -54.715 $ | -1,4 % | 3.805.311 $ | +110.050 $ | +3,0 % |
| Wick Capital Partners, LLC | 4.210.966 $ | +529.093 $ | +14,4 % | 3.681.873 $ | +8.418 $ | +0,2 % | 3.673.455 $ | +106.546 $ | +3,0 % | |||
| NKCFO LLC | 4.196.000 $ | +1.287.000 $ | +44,2 % | 2.909.000 $ | +93.000 $ | +3,3 % | ||||||
| Bullock Wealth Management Group | 2.076.844 $ | -1.964.318 $ | -48,6 % | 4.041.162 $ | -144.124 $ | -3,4 % | 4.185.286 $ | +871.648 $ | +26,3 % | 3.313.638 $ | +390.482 $ | +13,4 % |
| Lantern Wealth Advisors, LLC | 4.183.166 $ | +218.150 $ | +5,5 % | 3.965.016 $ | +302.031 $ | +8,2 % | 3.662.985 $ | +144.805 $ | +4,1 % | 3.518.180 $ | -37.425 $ | -1,1 % |
| Pinnacle Wealth Planning Services, Inc. | 3.876.604 $ | -301.403 $ | -7,2 % | 4.178.007 $ | +861.837 $ | +26,0 % | 3.316.170 $ | -140.141 $ | -4,1 % | 3.456.311 $ | +181.081 $ | +5,5 % |
| Copper Harbor Investment Advisors, LLC | 4.130.860 $ | -40.500 $ | -1,0 % | 4.171.360 $ | ||||||||
| Wealthspire Retirement, LLC | 4.167.386 $ | +757.865 $ | +22,2 % | 3.409.521 $ | +94.552 $ | +2,9 % | 3.314.969 $ | -590.824 $ | -15,1 % | |||
| Boston Partners | 4.161.153 $ | +134.693 $ | +3,3 % | 4.026.460 $ | +649.742 $ | +19,2 % | 3.376.718 $ | +284.651 $ | +9,2 % | |||
| Institute for Wealth Management, LLC. | 3.980.813 $ | -155.903 $ | -3,8 % | 4.136.716 $ | +495.741 $ | +13,6 % | 3.640.975 $ | +94.228 $ | +2,7 % | 3.546.747 $ | -111.746 $ | -3,1 % |
| MBM WEALTH CONSULTANTS, LLC | 4.094.455 $ | -28.137 $ | -0,7 % | 4.122.592 $ | +372.672 $ | +9,9 % | 3.749.920 $ | +90.594 $ | +2,5 % | 3.659.326 $ | +77.888 $ | +2,2 % |
| Empower Advisory Group, LLC | 3.485.680 $ | +625.721 $ | +21,9 % | 2.859.959 $ | -1.253.289 $ | -30,5 % | 4.113.248 $ | +1.262.429 $ | +44,3 % | |||
| NICOLET ADVISORY SERVICES, LLC | 4.080.198 $ | -545.281 $ | -11,8 % | |||||||||
| American Financial Advisors, LLC | 4.072.882 $ | +495.005 $ | +13,8 % | 3.577.877 $ | +2.189 $ | +0,1 % | 3.575.688 $ | +112.721 $ | +3,3 % | |||
| HRT FINANCIAL LP | 4.068.000 $ | +617.000 $ | +17,9 % | 3.451.000 $ | +1.295.000 $ | +60,1 % | 2.156.000 $ | +180.000 $ | +9,1 % | |||
| Higgins & Schmidt Wealth Strategies LLC | 3.815.238 $ | +668.152 $ | +21,2 % | 3.147.086 $ | -885.994 $ | -22,0 % | 4.033.080 $ | +2.703.884 $ | +203,4 % | 1.329.196 $ | +70.625 $ | +5,6 % |
| Evernest Financial Advisors, LLC | 4.019.584 $ | +67.641 $ | +1,7 % | 3.951.943 $ | -80.435 $ | -2,0 % | 4.032.378 $ | +403.244 $ | +11,1 % | |||
| Strengthening Families & Communities, LLC | 4.025.503 $ | +24.552 $ | +0,6 % | 4.000.951 $ | +617.399 $ | +18,2 % | 3.383.552 $ | +535.705 $ | +18,8 % | 2.847.847 $ | +255.737 $ | +9,9 % |
| WEST PACES ADVISORS INC. | 4.021.856 $ | +1.257.525 $ | +45,5 % | 2.764.331 $ | +1.324.938 $ | +92,0 % | 1.439.393 $ | |||||
| VanderPol Investments L.L.C. | 4.006.319 $ | +744.895 $ | +22,8 % | |||||||||
| Gordian Advisors LLC | 4.005.674 $ | +138.328 $ | +3,6 % | 3.867.346 $ | +271.638 $ | +7,6 % | 3.595.708 $ | +177.731 $ | +5,2 % | 3.417.977 $ | +152.037 $ | +4,7 % |
| Northwest Wealth Advisors, LLC | 3.674.441 $ | -325.209 $ | -8,1 % | 3.999.650 $ | +494.094 $ | +14,1 % | 3.505.556 $ | +17.800 $ | +0,5 % | 3.487.756 $ | ||
| PEOPLES BANK /OH | 3.995.501 $ | +961.736 $ | +31,7 % | 3.033.765 $ | +793.571 $ | +35,4 % | 2.240.194 $ | +506.368 $ | +29,2 % | 1.733.826 $ | +91.812 $ | +5,6 % |
| Autumn Glory Partners, LLC | 3.983.760 $ | +2.116.800 $ | +113,4 % | 1.866.960 $ | +679.618 $ | +57,2 % | 1.187.342 $ | +235.008 $ | +24,7 % | 952.334 $ | +274.119 $ | +40,4 % |
| WELLINGTON-ALTUS USA INC. | 2.401.070 $ | -1.582.173 $ | -39,7 % | 3.983.243 $ | +2.189.534 $ | +122,1 % | 1.793.709 $ | |||||
| Evergreen Wealth Partners LLC | 3.978.419 $ | +1.124.700 $ | +39,4 % | 2.853.719 $ | +1.594.973 $ | +126,7 % | 1.258.746 $ | |||||
| Compass Financial Group, INC/SD | 3.961.913 $ | +386.016 $ | +10,8 % | 3.575.897 $ | +935.693 $ | +35,4 % | 2.640.204 $ | +606.337 $ | +29,8 % | 2.033.867 $ | +326.311 $ | +19,1 % |
| Armor Investment Advisors, LLC | 3.959.813 $ | +424.581 $ | +12,0 % | 3.535.232 $ | -295.782 $ | -7,7 % | 3.831.014 $ | -1.524.886 $ | -28,5 % | |||
| Synergy Asset Management, LLC | 3.957.522 $ | +105.168 $ | +2,7 % | 3.852.354 $ | +2.122.440 $ | +122,7 % | 1.729.914 $ | -792.461 $ | -31,4 % | 2.522.375 $ | -611.442 $ | -19,5 % |
| ADE, LLC | 3.954.175 $ | +201.596 $ | +5,4 % | 3.752.579 $ | +824.496 $ | +28,2 % | 2.928.083 $ | +480.122 $ | +19,6 % | 2.447.961 $ | +547.558 $ | +28,8 % |
| Altar Rock LLC | 3.950.007 $ | +494.004 $ | +14,3 % | 3.456.003 $ | -60.504 $ | -1,7 % | 3.516.507 $ | |||||
| Summit Wealth Partners, LLC | 3.903.549 $ | +467.369 $ | +13,6 % | 3.436.180 $ | +51.730 $ | +1,5 % | 3.384.450 $ | +257.256 $ | +8,2 % | |||
| Goepper Burkhardt LLC | 3.881.473 $ | +1.527.283 $ | +64,9 % | 2.354.190 $ | +945.463 $ | +67,1 % | 1.408.727 $ | +485.501 $ | +52,6 % | |||
| Gotham Asset Management, LLC | 3.870.777 $ | +212.475 $ | +5,8 % | 3.658.302 $ | ||||||||
| Lexington Hill Partners, LLC | 2.897.685 $ | -883.061 $ | -23,4 % | 3.780.746 $ | +200.342 $ | +5,6 % | 3.580.404 $ | -242.075 $ | -6,3 % | 3.822.479 $ | ||
| UPTICK PARTNERS, LLC | 3.809.890 $ | +177.815 $ | +4,9 % | 3.632.075 $ | +1.127.776 $ | +45,0 % | 2.504.299 $ | +1.738.295 $ | +226,9 % | 766.004 $ | ||
| 21 West Wealth Management LLC | 3.552.023 $ | -248.269 $ | -6,5 % | 3.800.292 $ | +538.392 $ | +16,5 % | 3.261.900 $ | -43.885 $ | -1,3 % | 3.305.785 $ | +494.896 $ | +17,6 % |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 3.784.297 $ | +812.244 $ | +27,3 % | 2.972.053 $ | +350.562 $ | +13,4 % | 2.621.491 $ | +528.063 $ | +25,2 % | 2.093.428 $ | +62.086 $ | +3,1 % |
| Capital Investment Advisors, LLC | 1.508.937 $ | -2.272.260 $ | -60,1 % | 3.781.197 $ | +171.689 $ | +4,8 % | 3.609.508 $ | +473.914 $ | +15,1 % | 3.135.594 $ | +122.753 $ | +4,1 % |
| Buttonwood Financial Advisors Inc. | 3.779.937 $ | +7.653 $ | +0,2 % | 3.772.284 $ | +445.170 $ | +13,4 % | 3.327.114 $ | -167.098 $ | -4,8 % | 3.494.212 $ | +90.025 $ | +2,6 % |
| Ironwood Financial, llc | 3.719.740 $ | -36.608 $ | -1,0 % | 3.756.348 $ | +387.934 $ | +11,5 % | 3.368.414 $ | -65.724 $ | -1,9 % | 3.434.138 $ | +248.297 $ | +7,8 % |
| CATHY PARETO & ASSOCIATES, INC | 2.135.819 $ | -1.591.144 $ | -42,7 % | 3.726.963 $ | +510.825 $ | +15,9 % | 3.216.138 $ | -12.065 $ | -0,4 % | 3.228.203 $ | +79.064 $ | +2,5 % |
| FreeGulliver LLC | 3.713.571 $ | +759.429 $ | +25,7 % | 2.954.142 $ | ||||||||
| Horizon Investments, LLC | 2.103.303 $ | -1.610.126 $ | -43,4 % | 3.713.429 $ | +3.704.132 $ | +39.842,2 % | 9.297 $ | +112 $ | +1,2 % | |||
| FLC Capital Advisors | 3.704.335 $ | +533.217 $ | +16,8 % | 3.171.118 $ | +212.216 $ | +7,2 % | 2.958.902 $ | -6.782.806 $ | -69,6 % | |||
| FIDELIS CAPITAL PARTNERS, LLC | 3.692.290 $ | +589.235 $ | +19,0 % | 3.103.055 $ | +390.820 $ | +14,4 % | 2.712.235 $ | -210.906 $ | -7,2 % | |||
| First Citizens Asset Management, Inc. | 3.670.423 $ | +224.565 $ | +6,5 % | 3.445.858 $ | +108.993 $ | +3,3 % | 3.336.865 $ | +161.869 $ | +5,1 % | 3.174.996 $ | +168.455 $ | +5,6 % |
| J. Derek Lewis & Associates Inc. | 3.651.434 $ | -16.331 $ | -0,4 % | 3.667.765 $ | +635.508 $ | +21,0 % | 3.032.257 $ | +435.403 $ | +16,8 % | 2.596.854 $ | ||
| TRED AVON FAMILY WEALTH, LLC | 3.664.627 $ | +389.826 $ | +11,9 % | 3.274.801 $ | +481.636 $ | +17,2 % | 2.793.165 $ | +617.315 $ | +28,4 % | 2.175.850 $ | +83.498 $ | +4,0 % |
| Keener Financial Planning LLC | 3.646.704 $ | -14.296 $ | -0,4 % | 3.661.000 $ | +447.000 $ | +13,9 % | 3.214.000 $ | -43.000 $ | -1,3 % | 3.257.000 $ | +537.000 $ | +19,7 % |
| MCF Advisors LLC | 1.428.322 $ | -400.709 $ | -21,9 % | 1.829.031 $ | -1.353.311 $ | -42,5 % | 3.182.342 $ | -471.570 $ | -12,9 % | 3.653.912 $ | ||
| Advisory Solutions Group, LLC | 3.634.487 $ | +3.391.658 $ | +1.396,7 % | 242.829 $ | ||||||||
| REDMONT WEALTH ADVISORS LLC | 3.632.858 $ | +500.842 $ | +16,0 % | |||||||||
| Cadence Bank | 3.629.198 $ | +63.372 $ | +1,8 % | |||||||||
| Range Advisory, LLC | 3.621.997 $ | +2.507.335 $ | +224,9 % | 1.114.662 $ | +38.034 $ | +3,5 % | 1.076.628 $ | |||||
| PRINCIPAL SECURITIES, INC. | 3.619.521 $ | +760.625 $ | +26,6 % | 2.858.896 $ | +50.940 $ | +1,8 % | 2.807.956 $ | -708.310 $ | -20,1 % | |||
| Wingate Wealth Advisors, Inc. | 3.615.415 $ | +143.411 $ | +4,1 % | 3.472.004 $ | +842.023 $ | +32,0 % | 2.629.981 $ | +53.546 $ | +2,1 % | 2.576.435 $ | +91.002 $ | +3,7 % |
| Red Door Wealth Management, LLC | 3.449.922 $ | -2.719 $ | -0,1 % | 3.452.641 $ | -158.548 $ | -4,4 % | 3.611.189 $ | +84.230 $ | +2,4 % | |||
| a16z Perennial Management, L.P. | 3.609.063 $ | +2.577.330 $ | +249,8 % | 1.031.733 $ | -19.381 $ | -1,8 % | 1.051.114 $ | +27.080 $ | +2,6 % | |||
| Joel Adams & Associates, Inc. | 3.602.272 $ | +42.564 $ | +1,2 % | 3.559.708 $ | +437.876 $ | +14,0 % | 3.121.832 $ | +1.305.914 $ | +71,9 % | 1.815.918 $ | +86.879 $ | +5,0 % |
| Madison Wealth Partners, Inc | 3.599.011 $ | |||||||||||
| ROBERTS GLORE & CO INC /IL/ | 3.594.117 $ | +145.512 $ | +4,2 % | 3.448.605 $ | +129.665 $ | +3,9 % | 3.318.940 $ | -83.652 $ | -2,5 % | |||
| TriaGen Wealth Management LLC | 3.443.716 $ | -127.115 $ | -3,6 % | 3.570.831 $ | +276.964 $ | +8,4 % | 3.293.867 $ | +616.771 $ | +23,0 % | 2.677.096 $ | +294.268 $ | +12,3 % |
| Storgate, LLC | 3.542.810 $ | +373.179 $ | +11,8 % | 3.169.631 $ | +13.561 $ | +0,4 % | 3.156.070 $ | |||||
| W1M Asset Management Ltd | 3.540.846 $ | +661.436 $ | +23,0 % | 2.879.410 $ | +13.501 $ | +0,5 % | 2.865.909 $ | +1.725.631 $ | +151,3 % | |||
| Activest Wealth Management | 3.266.434 $ | -254.074 $ | -7,2 % | 3.520.508 $ | +285.368 $ | +8,8 % | 3.235.140 $ | +2.292.800 $ | +243,3 % | 942.340 $ | -8.331.139 $ | -89,8 % |
| Shepherd Financial Partners LLC | 258.080 $ | -3.229.772 $ | -92,6 % | 3.487.852 $ | ||||||||
| CATALYST PRIVATE WEALTH, LLC | 3.485.658 $ | +18.913 $ | +0,5 % | 3.466.745 $ | +294.493 $ | +9,3 % | 3.172.252 $ | -175.399 $ | -5,2 % | 3.347.651 $ | -97.619 $ | -2,8 % |
| Strategic Wealth Partners, Ltd. | 3.479.939 $ | +415.587 $ | +13,6 % | 3.064.352 $ | -50.786 $ | -1,6 % | 3.115.138 $ | -1.254.045 $ | -28,7 % | |||
| Gutierrez Wealth Advisory, LLC | 3.452.194 $ | +926.852 $ | +36,7 % | 2.525.342 $ | +301.208 $ | +13,5 % | 2.224.134 $ | +1.260.009 $ | +130,7 % | 964.125 $ | +617.089 $ | +177,8 % |
| Powers Advisory Group, LLC | 3.446.480 $ | +303.098 $ | +9,6 % | 3.143.382 $ | +670.669 $ | +27,1 % | 2.472.713 $ | +353.418 $ | +16,7 % | 2.119.295 $ | +188.121 $ | +9,7 % |
| SWEENEY & MICHEL, LLC | 3.434.983 $ | |||||||||||
| VISTA INVESTMENT PARTNERS II, LLC | 3.427.290 $ | +356.955 $ | +11,6 % | 3.070.335 $ | +714.025 $ | +30,3 % | 2.356.310 $ | |||||
| Cassaday & Co Wealth Management LLC | 2.764.034 $ | -658.266 $ | -19,2 % | 3.422.300 $ | +371.778 $ | +12,2 % | 3.050.522 $ | +317.371 $ | +11,6 % | 2.733.151 $ | +66.291 $ | +2,5 % |
| VestGen Advisors, LLC | 2.675.077 $ | -744.531 $ | -21,8 % | 3.419.608 $ | +121.197 $ | +3,7 % | 3.298.411 $ | +1.544.864 $ | +88,1 % | 1.753.547 $ | +584.232 $ | +50,0 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3.392.914 $ | -20.270 $ | -0,6 % | 3.413.184 $ | +534.197 $ | +18,6 % | 2.878.987 $ | -327.465 $ | -10,2 % | 3.206.452 $ | +146.516 $ | +4,8 % |
| NBT BANK, N.A. | 342.396 $ | -122.664 $ | -26,4 % | 465.060 $ | -2.848.943 $ | -86,0 % | 3.314.003 $ | -90.522 $ | -2,7 % | 3.404.525 $ | +37.085 $ | +1,1 % |
| Worth Asset Management, LLC | 3.393.664 $ | +766.325 $ | +29,2 % | 2.627.339 $ | -534.040 $ | -16,9 % | 3.161.379 $ | |||||
| Lansing Street Advisors | 3.361.870 $ | +1.176.734 $ | +53,9 % | 2.185.136 $ | +83.401 $ | +4,0 % | 2.101.735 $ | +101.000 $ | +5,0 % | |||
| WEALTHCARE CAPITAL MANAGEMENT LLC | 3.361.715 $ | +1.075.280 $ | +47,0 % | 2.286.435 $ | +301.477 $ | +15,2 % | 1.984.958 $ | +1.630.087 $ | +459,3 % | 354.871 $ | +3.322 $ | +0,9 % |
| Cornerstone Wealth Management, LLC | 3.342.819 $ | +230.202 $ | +7,4 % | 3.112.617 $ | +475.647 $ | +18,0 % | 2.636.970 $ | +883.700 $ | +50,4 % | 1.753.270 $ | +914.366 $ | +109,0 % |
| Koenig Investment Advisory, LLC | 3.321.694 $ | +1.377.307 $ | +70,8 % | 1.944.387 $ | +62.418 $ | +3,3 % | 1.881.969 $ | -125.673 $ | -6,3 % | 2.007.642 $ | ||
| Tanglewood Legacy Advisors, LLC | 3.285.786 $ | +360.496 $ | +12,3 % | 2.925.290 $ | -121.827 $ | -4,0 % | 3.047.117 $ | +87.174 $ | +2,9 % | |||
| TRUSTMARK BANK TRUST DEPARTMENT | 3.282.677 $ | +385.360 $ | +13,3 % | 2.897.317 $ | +32.640 $ | +1,1 % | 2.864.677 $ | +75.914 $ | +2,7 % | |||
| SteelPeak Wealth, LLC | 3.279.830 $ | +915.061 $ | +38,7 % | 2.364.769 $ | +1.619.510 $ | +217,3 % | ||||||
| Gladstone Institutional Advisory LLC | 3.279.206 $ | +418.984 $ | +14,6 % | 2.860.222 $ | +348.803 $ | +13,9 % | 2.511.419 $ | +450.627 $ | +21,9 % | |||
| BLAIR WILLIAM & CO/IL | 3.263.867 $ | +472.869 $ | +16,9 % | 2.790.998 $ | +380.637 $ | +15,8 % | 2.410.361 $ | +103.581 $ | +4,5 % | |||
| Grey Fox Wealth Advisors, LLC | 3.262.202 $ | +167.323 $ | +5,4 % | 3.094.879 $ | +570.061 $ | +22,6 % | 2.524.818 $ | -27.014 $ | -1,1 % | 2.551.832 $ | -287.776 $ | -10,1 % |
| Sound Portfolio Advisors, LLC | 3.075.973 $ | -183.674 $ | -5,6 % | 3.259.647 $ | +176.241 $ | +5,7 % | 3.083.406 $ | +124.923 $ | +4,2 % | 2.958.483 $ | ||
| ZACKS INVESTMENT MANAGEMENT | 3.254.695 $ | +55.103 $ | +1,7 % | 3.199.592 $ | +1.668.633 $ | +109,0 % | 1.530.959 $ | +470.010 $ | +44,3 % | |||
| Smith Partners Wealth Management, LLC | 3.248.655 $ | +581.585 $ | +21,8 % | 2.667.070 $ | +1.117.871 $ | +72,2 % | 1.549.199 $ | +378.288 $ | +32,3 % | 1.170.911 $ | ||
| Nicht ausgewiesen | 3.225.013 $ | +317.142 $ | +10,9 % | 2.907.871 $ | +144.942 $ | +5,2 % | 2.762.929 $ | +210.014 $ | +8,2 % | |||
| Parkside Investments, LLC | 2.744.554 $ | -461.070 $ | -14,4 % | 3.205.624 $ | +399.206 $ | +14,2 % | 2.806.418 $ | +984 $ | +0,0 % | 2.805.434 $ | +82.940 $ | +3,0 % |
| Cambria Investment Management, L.P. | 3.189.209 $ | +1.526.595 $ | +91,8 % | 1.662.614 $ | -421.695 $ | -20,2 % | 2.084.309 $ | +834.630 $ | +66,8 % | |||
| RHS Financial, LLC | 3.177.946 $ | +1.415.972 $ | +80,4 % | 1.761.974 $ | +633.672 $ | +56,2 % | 1.128.302 $ | -80.135 $ | -6,6 % | 1.208.437 $ | +15.103 $ | +1,3 % |
| Atwater Malick LLC | 3.163.352 $ | +6.405 $ | +0,2 % | 3.156.947 $ | +310.232 $ | +10,9 % | 2.846.715 $ | -46.321 $ | -1,6 % | 2.893.036 $ | +80.868 $ | +2,9 % |
| SLT Holdings LLC | 1.106.679 $ | +220.394 $ | +24,9 % | 886.285 $ | -2.250.144 $ | -71,7 % | 3.136.429 $ | +258.068 $ | +9,0 % | 2.878.361 $ | +127.176 $ | +4,6 % |
| YARGER WEALTH STRATEGIES, LLC | 3.104.930 $ | +351.611 $ | +12,8 % | 2.753.319 $ | -60.546 $ | -2,2 % | 2.813.865 $ | +53.884 $ | +2,0 % | |||
| Millstone Evans Group, LLC | 3.102.276 $ | +278.599 $ | +9,9 % | 2.823.677 $ | -850 $ | -0,0 % | 2.824.527 $ | +17.435 $ | +0,6 % | |||
| WMS Group LLC | 2.949.115 $ | -151.163 $ | -4,9 % | 3.100.278 $ | +160.589 $ | +5,5 % | 2.939.689 $ | -95.566 $ | -3,1 % | 3.035.255 $ | ||
| Pinnacle Bancorp, Inc. | 2.765.886 $ | -320.450 $ | -10,4 % | 3.086.336 $ | +300.398 $ | +10,8 % | 2.785.938 $ | -28.740 $ | -1,0 % | 2.814.678 $ | +75.949 $ | +2,8 % |
| TD Waterhouse Canada Inc. | 3.070.183 $ | +1.754.088 $ | +133,3 % | 1.316.095 $ | +153.931 $ | +13,2 % | 1.162.164 $ | +230.140 $ | +24,7 % | 932.024 $ | +258.106 $ | +38,3 % |
| CUTLER INVESTMENT COUNSEL LLC | 2.751.273 $ | -298.695 $ | -9,8 % | 3.049.968 $ | +2.609.878 $ | +593,0 % | 440.090 $ | -14.206 $ | -3,1 % | 454.296 $ | +11.705 $ | +2,6 % |
| IF Advisors, LLC | 3.037.081 $ | +316.506 $ | +11,6 % | 2.720.575 $ | ||||||||
| VERUS CAPITAL PARTNERS, LLC | 3.020.394 $ | +4.061 $ | +0,1 % | 3.016.333 $ | +286.648 $ | +10,5 % | 2.729.685 $ | +80.115 $ | +3,0 % | 2.649.570 $ | +99.060 $ | +3,9 % |
| Kesler, Norman & Wride, LLC | 3.019.422 $ | +175.469 $ | +6,2 % | 2.843.953 $ | +1.082.870 $ | +61,5 % | 1.761.083 $ | +59.044 $ | +3,5 % | 1.702.039 $ | ||
| FIRST MANHATTAN CO. LLC. | 3.012.748 $ | +173.427 $ | +6,1 % | 2.839.321 $ | +93.067 $ | +3,4 % | 2.746.254 $ | +112.036 $ | +4,3 % | |||
| FRANKLIN TEMPLETON INC | 3.007.675 $ | +335.169 $ | +12,5 % | 2.672.506 $ | +26.388 $ | +1,0 % | 2.646.118 $ | +466.004 $ | +21,4 % | |||
| NEW WAVE WEALTH ADVISORS LLC | 1.446.234 $ | -1.558.250 $ | -51,9 % | 3.004.484 $ | +2.334.547 $ | +348,5 % | 669.937 $ | -729.908 $ | -52,1 % | 1.399.845 $ | +991.775 $ | +243,0 % |
| Sincerus Advisory, LLC | 3.002.136 $ | +178.414 $ | +6,3 % | 2.823.722 $ | +260.368 $ | +10,2 % | 2.563.354 $ | -298.707 $ | -10,4 % | 2.862.061 $ | +82.289 $ | +3,0 % |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 2.986.784 $ | +385.335 $ | +14,8 % | 2.601.449 $ | +73.243 $ | +2,9 % | 2.528.206 $ | +68.640 $ | +2,8 % | |||
| Daybright Advisory Services, Inc. | 2.966.818 $ | +383.585 $ | +14,8 % | 2.583.233 $ | +241.092 $ | +10,3 % | 2.342.141 $ | |||||
| Plante Moran Financial Advisors, LLC | 2.544.503 $ | -418.962 $ | -14,1 % | 2.963.465 $ | +302.820 $ | +11,4 % | 2.660.645 $ | +541.538 $ | +25,6 % | 2.119.107 $ | +19.108 $ | +0,9 % |
| MARIPAU WEALTH MANAGEMENT LLC | 2.956.377 $ | +598.468 $ | +25,4 % | 2.357.909 $ | +744.485 $ | +46,1 % | 1.613.424 $ | |||||
| Towneley Capital Management, Inc / DE | 2.938.270 $ | -17.196 $ | -0,6 % | 2.955.466 $ | +337.992 $ | +12,9 % | 2.617.474 $ | -407 $ | -0,0 % | 2.617.881 $ | +474.178 $ | +22,1 % |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 897.296 $ | +108.910 $ | +13,8 % | 788.386 $ | -2.164.671 $ | -73,3 % | 2.953.057 $ | +66.608 $ | +2,3 % | |||
| NATIONAL BANK OF CANADA /FI/ | 2.942.358 $ | +196.322 $ | +7,1 % | 2.746.036 $ | +158.907 $ | +6,1 % | 2.587.129 $ | +785.375 $ | +43,6 % | |||
| Mayflower Financial Advisors, LLC | 2.939.200 $ | +1.077.353 $ | +57,9 % | 1.861.847 $ | ||||||||
| FF Advisors,LLC | 1.718.125 $ | -1.220.008 $ | -41,5 % | 2.938.133 $ | +15.011 $ | +0,5 % | 2.923.122 $ | +34.169 $ | +1,2 % | 2.888.953 $ | +15.632 $ | +0,5 % |
| Rise Advisors, LLC | 1.464.902 $ | -1.463.418 $ | -50,0 % | 2.928.320 $ | +282.629 $ | +10,7 % | 2.645.691 $ | +40.987 $ | +1,6 % | 2.604.704 $ | +59.041 $ | +2,3 % |
| ETF Portfolio Partners, Inc. | 2.905.967 $ | +38.149 $ | +1,3 % | 2.867.818 $ | +386.039 $ | +15,6 % | 2.481.779 $ | -114.097 $ | -4,4 % | 2.595.876 $ | +60.548 $ | +2,4 % |
| Marshall Financial Group, LLC | 2.904.402 $ | +256.709 $ | +9,7 % | 2.647.693 $ | -76.547 $ | -2,8 % | 2.724.240 $ | +17.469 $ | +0,6 % | |||
| OpenArc Corporate Advisory, LLC | 2.896.895 $ | +52.902 $ | +1,9 % | 2.843.993 $ | -14.549 $ | -0,5 % | 2.858.542 $ | +426.631 $ | +17,5 % | 2.431.911 $ | ||
| CENTAURUS FINANCIAL, INC. | 2.876.000 $ | +352.000 $ | +13,9 % | 2.524.000 $ | +209.000 $ | +9,0 % | 2.315.000 $ | +558.000 $ | +31,8 % | |||
| Tufton Capital Management | 2.834.000 $ | +1.089.000 $ | +62,4 % | 1.745.000 $ | +878.000 $ | +101,3 % | 867.000 $ | |||||
| STRATEGY ASSET MANAGERS LLC | 2.829.153 $ | +920.635 $ | +48,2 % | 1.908.518 $ | ||||||||
| Argyle Capital Partners, LLC | 731.598 $ | -2.096.150 $ | -74,1 % | 2.827.748 $ | +421.735 $ | +17,5 % | 2.406.013 $ | +517.802 $ | +27,4 % | 1.888.211 $ | +30.623 $ | +1,6 % |
| HM PAYSON & CO | 2.812.505 $ | +517.291 $ | +22,5 % | 2.295.214 $ | +347.050 $ | +17,8 % | 1.948.164 $ | +71.712 $ | +3,8 % | |||
| Reyes Financial Architecture, Inc. | 1.315.546 $ | -104.586 $ | -7,4 % | 1.420.132 $ | -1.353.899 $ | -48,8 % | 2.774.031 $ | +1.401.225 $ | +102,1 % | 1.372.806 $ | +5.251 $ | +0,4 % |
| Vilga Financial Planning LLC | 2.716.016 $ | -56.578 $ | -2,0 % | 2.772.594 $ | +653.846 $ | +30,9 % | 2.118.748 $ | +40.662 $ | +2,0 % | 2.078.086 $ | ||
| Tactive Advisors, LLC | 2.226.224 $ | +1.701.956 $ | +324,6 % | 524.268 $ | -2.235.781 $ | -81,0 % | 2.760.049 $ | -3.350 $ | -0,1 % | 2.763.399 $ | -986.112 $ | -26,3 % |
| Sellwood Investment Partners LLC | 2.576.086 $ | -84.158 $ | -3,2 % | 2.660.244 $ | -10.861 $ | -0,4 % | 2.671.105 $ | -90.736 $ | -3,3 % | 2.761.841 $ | +80.562 $ | +3,0 % |
| Mission Financial Group, LLC | 646.378 $ | -2.112.270 $ | -76,6 % | 2.758.648 $ | ||||||||
| Kathmere Capital Management, LLC | 2.676.928 $ | -78.326 $ | -2,8 % | 2.755.254 $ | +239.459 $ | +9,5 % | 2.515.795 $ | +259.061 $ | +11,5 % | 2.256.734 $ | +98.533 $ | +4,6 % |
| MAYPORT, LLC | 2.724.270 $ | +318.868 $ | +13,3 % | 2.405.402 $ | +1.448.861 $ | +151,5 % | 956.541 $ | +742.261 $ | +346,4 % | |||
| Accretive Wealth Partners, LLC | 491.075 $ | -2.196.927 $ | -81,7 % | 2.688.002 $ | -1.919 $ | -0,1 % | 2.689.921 $ | +2.248.004 $ | +508,7 % | 441.917 $ | +7.675 $ | +1,8 % |
| Interchange Capital Partners, LLC | 958.111 $ | +31.560 $ | +3,4 % | 926.551 $ | +24.277 $ | +2,7 % | 902.274 $ | -1.776.358 $ | -66,3 % | 2.678.632 $ | +202.910 $ | +8,2 % |
| Sovereign Financial Group, Inc. | 2.664.309 $ | +22.039 $ | +0,8 % | 2.642.270 $ | +201.846 $ | +8,3 % | 2.440.424 $ | +374.275 $ | +18,1 % | |||
| McClarren Financial Advisors, Inc. | 1.579.496 $ | -1.080.484 $ | -40,6 % | 2.659.980 $ | +1.001.645 $ | +60,4 % | 1.658.335 $ | +77.514 $ | +4,9 % | 1.580.821 $ | +54.681 $ | +3,6 % |
| Hudson Value Partners, LLC | 2.614.735 $ | +275.117 $ | +11,8 % | 2.339.618 $ | ||||||||
| DAVIS R M INC | 1.462.017 $ | +181.269 $ | +14,2 % | 1.280.748 $ | -1.316.118 $ | -50,7 % | 2.596.866 $ | -176.180 $ | -6,4 % | |||
| Maia Wealth LLC | 2.199.632 $ | +26.661 $ | +1,2 % | 2.172.971 $ | +142.588 $ | +7,0 % | 2.030.383 $ | -560.746 $ | -21,6 % | 2.591.129 $ | ||
| Schneider Downs Wealth Management Advisors, LP | 2.570.588 $ | +5.204 $ | +0,2 % | 2.565.384 $ | +318.071 $ | +14,2 % | 2.247.313 $ | -42.217 $ | -1,8 % | 2.289.530 $ | +58.988 $ | +2,6 % |
| Mayfair Advisory Group, LLC | 2.563.277 $ | +460.833 $ | +21,9 % | 2.102.444 $ | +71.676 $ | +3,5 % | 2.030.768 $ | -149.682 $ | -6,9 % | |||
| O'Brien Wealth Partners LLC | 2.561.185 $ | |||||||||||
| Indie Asset Partners, LLC | 2.555.789 $ | +149.731 $ | +6,2 % | 2.406.058 $ | +136.986 $ | +6,0 % | 2.269.072 $ | +42.794 $ | +1,9 % | |||
| Cadent Capital Advisors, LLC | 2.553.772 $ | +5.903 $ | +0,2 % | 2.547.869 $ | +304.076 $ | +13,6 % | 2.243.793 $ | -29.071 $ | -1,3 % | 2.272.864 $ | +62.087 $ | +2,8 % |
| LYNX CAPITAL GROUP LTD /ADV | 2.410.124 $ | -101.132 $ | -4,0 % | 2.511.256 $ | +898.598 $ | +55,7 % | 1.612.658 $ | +156.486 $ | +10,7 % | 1.456.172 $ | ||
| EVOLVE PRIVATE WEALTH, LLC | 2.508.361 $ | +49.629 $ | +2,0 % | 2.458.732 $ | ||||||||
| GARRISON POINT ADVISORS, LLC | 2.499.382 $ | +1.814.487 $ | +264,9 % | 684.895 $ | +259.421 $ | +61,0 % | 425.474 $ | +10.962 $ | +2,6 % | |||
| Brewster Financial Planning LLC | 2.484.069 $ | -11.734 $ | -0,5 % | 2.495.803 $ | +258.549 $ | +11,6 % | 2.237.254 $ | -6.758 $ | -0,3 % | 2.244.012 $ | +36.179 $ | +1,6 % |
| Bell Bank | 2.491.352 $ | +2.499 $ | +0,1 % | 2.488.853 $ | +297.077 $ | +13,6 % | 2.191.776 $ | -60.967 $ | -2,7 % | 2.252.743 $ | +60.176 $ | +2,7 % |
| Cladis Investment Advisory, LLC | 2.490.719 $ | +750.595 $ | +43,1 % | 1.740.124 $ | +514.064 $ | +41,9 % | 1.226.060 $ | +73.137 $ | +6,3 % | |||
| Perennial Investment Advisors, LLC | 2.478.978 $ | +508.625 $ | +25,8 % | 1.970.353 $ | -304.797 $ | -13,4 % | 2.275.150 $ | +256.052 $ | +12,7 % | |||
| Vantus Wealth LLC | 2.476.123 $ | +805.800 $ | +48,2 % | 1.670.323 $ | ||||||||
| VIAWEALTH, LLC | 2.465.616 $ | +376.679 $ | +18,0 % | 2.088.937 $ | -86.578 $ | -4,0 % | 2.175.515 $ | +8.357 $ | +0,4 % | |||
| VERITY Wealth Advisors | 1.610.608 $ | -850.976 $ | -34,6 % | 2.461.584 $ | +97.601 $ | +4,1 % | 2.363.983 $ | +108.887 $ | +4,8 % | |||
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 2.052.095 $ | -233.087 $ | -10,2 % | 2.285.182 $ | -101.656 $ | -4,3 % | 2.386.838 $ | -32.686 $ | -1,4 % | 2.419.524 $ | ||
| TITLEIST ASSET MANAGEMENT, LLC | 2.140.444 $ | -276.681 $ | -11,4 % | 2.417.125 $ | +903.365 $ | +59,7 % | 1.513.760 $ | +708.492 $ | +88,0 % | 805.268 $ | -73.638 $ | -8,4 % |
| Odyssey Capital Advisors, Inc. | 2.401.477 $ | +336.076 $ | +16,3 % | 2.065.401 $ | +599.331 $ | +40,9 % | 1.466.070 $ | +686.283 $ | +88,0 % | 779.787 $ | ||
| CORE WEALTH ADVISORS, LLC | 2.389.420 $ | +122.309 $ | +5,4 % | 2.267.111 $ | ||||||||
| Navis Wealth Advisors, LLC | 733.213 $ | -1.433.300 $ | -66,2 % | 2.166.513 $ | -222.400 $ | -9,3 % | 2.388.913 $ | |||||
| Secure Asset Management, LLC | 2.030.081 $ | -357.859 $ | -15,0 % | 2.387.940 $ | +46.832 $ | +2,0 % | 2.341.108 $ | +767.981 $ | +48,8 % | 1.573.127 $ | +698.479 $ | +79,9 % |
| Pathfinder Wealth Consulting, Inc. | 2.339.238 $ | -43.552 $ | -1,8 % | 2.382.790 $ | ||||||||
| FIRST AMERICAN TRUST, FSB | 1.144.324 $ | +154.070 $ | +15,6 % | 990.254 $ | -1.383.222 $ | -58,3 % | 2.373.476 $ | +1.324.408 $ | +126,2 % | |||
| Ridgewood Investments LLC | 2.348.761 $ | -22.801 $ | -1,0 % | 2.371.562 $ | +258.325 $ | +12,2 % | 2.113.237 $ | +116.118 $ | +5,8 % | |||
| Huntleigh Advisors, Inc. | 2.205.595 $ | -163.260 $ | -6,9 % | 2.368.855 $ | +235.481 $ | +11,0 % | 2.133.374 $ | -5.878 $ | -0,3 % | 2.139.252 $ | +77.060 $ | +3,7 % |
| Delos Wealth Advisors, LLC | 2.366.521 $ | +226.530 $ | +10,6 % | 2.139.991 $ | ||||||||
| Steelhead Wealth Management LLC | 2.362.000 $ | +342.000 $ | +16,9 % | 2.020.000 $ | ||||||||
| Independent Advisor Alliance | 2.355.461 $ | |||||||||||
| FCA CORP /TX | 2.353.442 $ | +476.557 $ | +25,4 % | 1.876.885 $ | +100.688 $ | +5,7 % | 1.776.197 $ | +10.457 $ | +0,6 % | |||
| Operose Advisors LLC | 2.206.509 $ | -141.118 $ | -6,0 % | 2.347.627 $ | +360.911 $ | +18,2 % | 1.986.716 $ | +1.377.410 $ | +226,1 % | |||
| LOWE BROCKENBROUGH & CO INC | 2.345.727 $ | +172.762 $ | +8,0 % | 2.172.965 $ | -70.683 $ | -3,2 % | 2.243.648 $ | +46.649 $ | +2,1 % | |||
| FIRST UNITED BANK & TRUST | 2.338.904 $ | +359.531 $ | +18,2 % | 1.979.373 $ | +1.937.762 $ | +4.656,9 % | 41.611 $ | -201.194 $ | -82,9 % | 242.805 $ | +7.452 $ | +3,2 % |
| Provident Wealth Management, LLC | 2.221.823 $ | -108.097 $ | -4,6 % | 2.329.920 $ | +307.139 $ | +15,2 % | 2.022.781 $ | +234.294 $ | +13,1 % | 1.788.487 $ | +202.564 $ | +12,8 % |
| First National Bank of Mount Dora, Trust Investment Services | 2.329.697 $ | |||||||||||
| FOUNDERS FINANCIAL SECURITIES LLC | 512.810 $ | -1.814.474 $ | -78,0 % | 2.327.284 $ | +149.263 $ | +6,9 % | 2.178.021 $ | +236.216 $ | +12,2 % | 1.941.805 $ | +397.441 $ | +25,7 % |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.326.839 $ | +297.620 $ | +14,7 % | 2.029.219 $ | +844.517 $ | +71,3 % | 1.184.702 $ | +125.472 $ | +11,8 % | |||
| Intrepid Financial Planning Group LLC | 2.326.368 $ | +199.295 $ | +9,4 % | 2.127.073 $ | +927.434 $ | +77,3 % | 1.199.639 $ | +21.856 $ | +1,9 % | |||
| Vertex Planning Partners, LLC | 2.324.654 $ | +235.592 $ | +11,3 % | 2.089.062 $ | +291.863 $ | +16,2 % | 1.797.199 $ | +329.965 $ | +22,5 % | |||
| Prosperity Advisers, LLC | 2.316.067 $ | +569.004 $ | +32,6 % | 1.747.063 $ | +792.478 $ | +83,0 % | 954.585 $ | +90.992 $ | +10,5 % | 863.593 $ | ||
| Tarbox Family Office, Inc. | 2.302.462 $ | -419 $ | -0,0 % | 2.302.881 $ | +274.203 $ | +13,5 % | 2.028.678 $ | +78.283 $ | +4,0 % | 1.950.395 $ | -421.769 $ | -17,8 % |
| Inscription Capital, LLC | 2.302.122 $ | +22.957 $ | +1,0 % | 2.279.165 $ | +249.568 $ | +12,3 % | 2.029.597 $ | +1.305.086 $ | +180,1 % | 724.511 $ | +29.883 $ | +4,3 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 2.285.100 $ | +668.938 $ | +41,4 % | 1.616.162 $ | +1.119.293 $ | +225,3 % | 496.869 $ | +271.642 $ | +120,6 % | 225.227 $ | ||
| Argent Trust Co | 2.275.823 $ | +618.777 $ | +37,3 % | 1.657.046 $ | +252.668 $ | +18,0 % | 1.404.378 $ | -88.955 $ | -6,0 % | |||
| Wharton Business Group, LLC | 2.272.949 $ | +239.220 $ | +11,8 % | 2.033.729 $ | +8.918 $ | +0,4 % | 2.024.811 $ | +64.882 $ | +3,3 % | |||
| Maridea Wealth Management LLC | 2.266.468 $ | +267.388 $ | +13,4 % | 1.999.080 $ | +323.062 $ | +19,3 % | 1.676.018 $ | +405.625 $ | +31,9 % | |||
| COOKSON PEIRCE & CO INC | 2.265.973 $ | +4.588 $ | +0,2 % | 2.261.385 $ | +280.379 $ | +14,2 % | 1.981.006 $ | -42.241 $ | -2,1 % | 2.023.247 $ | -45.147 $ | -2,2 % |
| Crescent Grove Advisors, LLC | 2.265.827 $ | +497.427 $ | +28,1 % | 1.768.400 $ | +139.474 $ | +8,6 % | 1.628.926 $ | +519.468 $ | +46,8 % | 1.109.458 $ | +478.604 $ | +75,9 % |
| Stonebridge Financial Group, LLC/CA | 2.255.000 $ | |||||||||||
| Grant Private Wealth Management Inc | 2.239.217 $ | +57.732 $ | +2,6 % | 2.181.485 $ | +287.251 $ | +15,2 % | 1.894.234 $ | -80.833 $ | -4,1 % | |||
| Probity Advisors, Inc. | 2.236.166 $ | -2.836 $ | -0,1 % | 2.239.002 $ | +234.278 $ | +11,7 % | 2.004.724 $ | -10.494 $ | -0,5 % | 2.015.218 $ | +59.250 $ | +3,0 % |
| Quadrant Private Wealth Management, LLC | 2.200.802 $ | -33.055 $ | -1,5 % | 2.233.857 $ | +475.214 $ | +27,0 % | 1.758.643 $ | +16.130 $ | +0,9 % | 1.742.513 $ | +58.159 $ | +3,5 % |
| WHITTIER TRUST CO OF NEVADA INC | 2.038.941 $ | +231.227 $ | +12,8 % | 1.807.714 $ | -416.312 $ | -18,7 % | 2.224.026 $ | +75.458 $ | +3,5 % | |||
| DAYMARK WEALTH PARTNERS, LLC | 2.220.465 $ | |||||||||||
| Stillwater Private Wealth, LLC | 2.208.000 $ | +1.931.000 $ | +697,1 % | 277.000 $ | ||||||||
| Pasadena Private Wealth, LLC | 2.204.723 $ | +489.845 $ | +28,6 % | 1.714.878 $ | +1.358.318 $ | +381,0 % | 356.560 $ | +14.541 $ | +4,3 % | |||
| Biltmore Family Office, LLC | 2.193.767 $ | +28.365 $ | +1,3 % | 2.165.402 $ | +254.625 $ | +13,3 % | 1.910.777 $ | -115.951 $ | -5,7 % | 2.026.728 $ | +47.629 $ | +2,4 % |
| CoreCap Advisors, LLC | 1.188.763 $ | -911.053 $ | -43,4 % | 2.099.816 $ | -60.492 $ | -2,8 % | 2.160.308 $ | +467.754 $ | +27,6 % | 1.692.554 $ | +13.230 $ | +0,8 % |
| Blossom Wealth Management | 2.103.103 $ | -45.711 $ | -2,1 % | 2.148.814 $ | +136.275 $ | +6,8 % | 2.012.539 $ | +74.223 $ | +3,8 % | 1.938.316 $ | -22.649 $ | -1,2 % |
| Hoxton Planning & Management, LLC | 1.678.138 $ | -310.948 $ | -15,6 % | 1.989.086 $ | +226.865 $ | +12,9 % | 1.762.221 $ | -381.020 $ | -17,8 % | 2.143.241 $ | -416.283 $ | -16,3 % |
| Bryn Mawr Trust Advisors, LLC | 2.093.351 $ | -35.625 $ | -1,7 % | 2.128.976 $ | +252.986 $ | +13,5 % | 1.875.990 $ | +23.352 $ | +1,3 % | 1.852.638 $ | +66.014 $ | +3,7 % |
| NCM Capital Management, LLC | 2.128.311 $ | +317.157 $ | +17,5 % | 1.811.154 $ | +98.260 $ | +5,7 % | 1.712.894 $ | +101.680 $ | +6,3 % | |||
| Summit Trail Advisors, LLC | 2.121.010 $ | +41.981 $ | +2,0 % | |||||||||
| LANGLEY WEALTH MANAGEMENT, LLC | 2.113.400 $ | +201.853 $ | +10,6 % | 1.911.547 $ | ||||||||
| BARRETT & COMPANY, INC. | 2.045.930 $ | -59.838 $ | -2,8 % | 2.105.768 $ | +298.086 $ | +16,5 % | 1.807.682 $ | +1.758 $ | +0,1 % | 1.805.924 $ | -828 $ | -0,0 % |
| Lifeworks Advisors, LLC | 2.105.216 $ | +272.103 $ | +14,8 % | 1.833.113 $ | -10.799 $ | -0,6 % | 1.843.912 $ | +61.911 $ | +3,5 % | |||
| SCS Capital Management LLC | 1.211.869 $ | -892.546 $ | -42,4 % | 2.104.415 $ | +1.878.716 $ | +832,4 % | 225.699 $ | -1.816.832 $ | -89,0 % | |||
| Optivise Advisory Services LLC | 1.989.656 $ | -112.502 $ | -5,4 % | 2.102.158 $ | +452.854 $ | +27,5 % | 1.649.304 $ | +65.944 $ | +4,2 % | 1.583.360 $ | -323.252 $ | -17,0 % |
| waypoint wealth counsel | 1.595.114 $ | +43.864 $ | +2,8 % | 1.551.250 $ | -107.070 $ | -6,5 % | 1.658.320 $ | -441.373 $ | -21,0 % | 2.099.693 $ | +220.165 $ | +11,7 % |
| Longview Financial Advisors, Inc. | 2.028.818 $ | -55.021 $ | -2,6 % | 2.083.839 $ | -8.169 $ | -0,4 % | 2.092.008 $ | +141.915 $ | +7,3 % | 1.950.093 $ | +64.866 $ | +3,4 % |
| Center for Financial Planning, Inc. | 2.089.027 $ | +7.103 $ | +0,3 % | 2.081.924 $ | +388.418 $ | +22,9 % | 1.693.506 $ | -9.004 $ | -0,5 % | 1.702.510 $ | +49.753 $ | +3,0 % |
| May Hill Capital, LLC | 2.071.006 $ | +20.654 $ | +1,0 % | 2.050.352 $ | +264.233 $ | +14,8 % | 1.786.119 $ | |||||
| Western Reserve Capital Management, LLC | 2.060.722 $ | +974.034 $ | +89,6 % | 1.086.688 $ | +517.281 $ | +90,8 % | 569.407 $ | +201.820 $ | +54,9 % | 367.587 $ | ||
| LBMC INVESTMENT ADVISORS, LLC | 2.055.700 $ | +240.114 $ | +13,2 % | 1.815.586 $ | +77.252 $ | +4,4 % | 1.738.334 $ | +64.367 $ | +3,8 % | |||
| FSM Wealth Advisors, LLC | 2.040.955 $ | +37.604 $ | +1,9 % | 2.003.351 $ | +245.625 $ | +14,0 % | 1.757.726 $ | -108.259 $ | -5,8 % | 1.865.985 $ | +58.281 $ | +3,2 % |
| STAR Financial Bank | 2.039.183 $ | +297.372 $ | +17,1 % | |||||||||
| UNIVEST FINANCIAL Corp | 2.035.701 $ | +9.635 $ | +0,5 % | 2.026.066 $ | +197.008 $ | +10,8 % | 1.829.058 $ | -55.326 $ | -2,9 % | 1.884.384 $ | +57.281 $ | +3,1 % |
| Seven Springs Wealth Group, LLC | 2.030.342 $ | +46.606 $ | +2,3 % | 1.983.736 $ | +108.244 $ | +5,8 % | 1.875.492 $ | +138.982 $ | +8,0 % | |||
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 2.005.766 $ | +405.188 $ | +25,3 % | 1.600.578 $ | -26.401 $ | -1,6 % | 1.626.979 $ | +32.659 $ | +2,0 % | |||
| WINNACLE WEALTH LLC | 683.255 $ | -1.319.849 $ | -65,9 % | 2.003.104 $ | +1.263.515 $ | +170,8 % | 739.589 $ | +648.572 $ | +712,6 % | 91.017 $ | ||
| RESOLUTE WEALTH ADVISOR, INC. | 1.995.219 $ | +0 $ | +0,0 % | 1.995.219 $ | ||||||||
| Galvin, Gaustad & Stein, LLC | 1.493.524 $ | -499.514 $ | -25,1 % | 1.993.038 $ | +274.484 $ | +16,0 % | 1.718.554 $ | +171.969 $ | +11,1 % | 1.546.585 $ | +32.662 $ | +2,2 % |
| Sound View Wealth Advisors Group, LLC | 1.992.135 $ | +256.763 $ | +14,8 % | 1.735.372 $ | +9.852 $ | +0,6 % | 1.725.520 $ | +53.693 $ | +3,2 % | |||
| Privatperson | 1.854.232 $ | -129.939 $ | -6,5 % | 1.984.171 $ | ||||||||
| Summit Asset Management, LLC | 1.979.900 $ | -2.375 $ | -0,1 % | 1.982.275 $ | +246.217 $ | +14,2 % | 1.736.058 $ | -50.388 $ | -2,8 % | 1.786.446 $ | +48.682 $ | +2,8 % |
| HFG Advisors, Inc. | 1.934.571 $ | +242.177 $ | +14,3 % | 1.692.394 $ | +153.964 $ | +10,0 % | 1.538.430 $ | +107.411 $ | +7,5 % | |||
| Formidable Asset Management, LLC | 1.934.463 $ | +264.194 $ | +15,8 % | 1.670.269 $ | -98.226 $ | -5,6 % | 1.768.495 $ | +87.699 $ | +5,2 % | 1.680.796 $ | +147.516 $ | +9,6 % |
| WMG Financial Advisors, LLC | 1.930.031 $ | +0 $ | +0,0 % | 1.930.031 $ | +360.368 $ | +23,0 % | 1.569.663 $ | -86.732 $ | -5,2 % | 1.656.395 $ | -273.379 $ | -14,2 % |
| Montz Harcus Wealth Management LLC | 1.927.328 $ | +3.274 $ | +0,2 % | 1.924.054 $ | +257.105 $ | +15,4 % | 1.666.949 $ | -22.209 $ | -1,3 % | 1.689.158 $ | +48.636 $ | +3,0 % |
| MOODY NATIONAL BANK TRUST DIVISION | 1.827.344 $ | -96.530 $ | -5,0 % | 1.923.874 $ | +277.357 $ | +16,8 % | 1.646.517 $ | +57.274 $ | +3,6 % | 1.589.243 $ | -1.349.403 $ | -45,9 % |
| Goodman Financial Corp | 1.923.087 $ | +232.234 $ | +13,7 % | 1.690.853 $ | -36.360 $ | -2,1 % | 1.727.213 $ | +29.429 $ | +1,7 % | |||
| Bay Capital Advisors, LLC | 1.573.211 $ | -80.313 $ | -4,9 % | 1.653.524 $ | +168.164 $ | +11,3 % | 1.485.360 $ | -434.848 $ | -22,6 % | 1.920.208 $ | +45.438 $ | +2,4 % |
| Lee Financial Co | 1.543.801 $ | -368.856 $ | -19,3 % | 1.912.657 $ | ||||||||
| FIDUCIARY TRUST CO | 1.907.878 $ | +196.411 $ | +11,5 % | 1.711.467 $ | +71.039 $ | +4,3 % | 1.640.428 $ | -15.163 $ | -0,9 % | |||
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1.901.350 $ | +953.363 $ | +100,6 % | 947.987 $ | +112.876 $ | +13,5 % | 835.111 $ | -23.217 $ | -2,7 % | 858.328 $ | -369.306 $ | -30,1 % |
| VANGUARD ADVISERS INC | 1.896.943 $ | +209.240 $ | +12,4 % | 1.687.703 $ | ||||||||
| RWA WEALTH PARTNERS, LLC | 1.885.949 $ | +1.193.201 $ | +172,2 % | 692.748 $ | +197.873 $ | +40,0 % | 494.875 $ | -36.504 $ | -6,9 % | |||
| Trust Point Inc. | 1.467.800 $ | -7.237 $ | -0,5 % | 1.475.037 $ | -410.029 $ | -21,8 % | 1.885.066 $ | +1.253.803 $ | +198,6 % | 631.263 $ | +16.264 $ | +2,6 % |
| ENCOMPASS WEALTH ADVISORS, LLC | 1.881.924 $ | +872.830 $ | +86,5 % | 1.009.094 $ | -88.255 $ | -8,0 % | 1.097.349 $ | -54.892 $ | -4,8 % | 1.152.241 $ | +87.284 $ | +8,2 % |
| Connecticut Wealth Management, LLC | 1.876.050 $ | +4.439 $ | +0,2 % | 1.871.611 $ | +221.692 $ | +13,4 % | 1.649.919 $ | +173.489 $ | +11,8 % | 1.476.430 $ | +38.039 $ | +2,6 % |
| MBE Wealth Management, LLC | 1.680.226 $ | -168.809 $ | -9,1 % | 1.849.035 $ | +778.746 $ | +72,8 % | 1.070.289 $ | -22.066 $ | -2,0 % | 1.092.355 $ | +33.475 $ | +3,2 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 978.480 $ | -741.802 $ | -43,1 % | 1.720.282 $ | -123.113 $ | -6,7 % | 1.843.395 $ | -491.195 $ | -21,0 % | |||
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 1.840.158 $ | |||||||||||
| Keystone Financial Services | 1.831.246 $ | +346.835 $ | +23,4 % | 1.484.411 $ | +106 $ | +0,0 % | 1.484.305 $ | -67.609 $ | -4,4 % | |||
| Vanguard Personalized Indexing Management, LLC | 1.827.041 $ | +211.682 $ | +13,1 % | 1.615.359 $ | -167.432 $ | -9,4 % | 1.782.791 $ | +45.038 $ | +2,6 % | |||
| HANTZ FINANCIAL SERVICES, INC. | 1.821.000 $ | +421.000 $ | +30,1 % | 1.400.000 $ | +73.000 $ | +5,5 % | 1.327.000 $ | +51.000 $ | +4,0 % | |||
| Fisher Asset Management, LLC | 1.802.387 $ | +917.452 $ | +103,7 % | 884.935 $ | -28.682 $ | -3,1 % | 913.617 $ | +442.044 $ | +93,7 % | 471.573 $ | +239.267 $ | +103,0 % |
| Unconventional Investor, LLC | 1.801.034 $ | +140.309 $ | +8,4 % | 1.660.725 $ | +60.621 $ | +3,8 % | 1.600.104 $ | +65.999 $ | +4,3 % | |||
| OARSMAN CAPITAL, INC. | 1.776.905 $ | +35.865 $ | +2,1 % | 1.741.040 $ | -54.318 $ | -3,0 % | 1.795.358 $ | -187.235 $ | -9,4 % | |||
| DEFINE FINANCIAL, LLC | 1.794.207 $ | +777.616 $ | +76,5 % | 1.016.591 $ | +101.662 $ | +11,1 % | 914.929 $ | -35.241 $ | -3,7 % | 950.170 $ | -45.977 $ | -4,6 % |
| PRIVATE MANAGEMENT GROUP INC | 1.790.324 $ | +248.297 $ | +16,1 % | 1.542.027 $ | -90.579 $ | -5,5 % | 1.632.606 $ | -52.822 $ | -3,1 % | 1.685.428 $ | +251.409 $ | +17,5 % |
| Van Hulzen Asset Management, LLC | 1.594.368 $ | -189.539 $ | -10,6 % | 1.783.907 $ | -4.513 $ | -0,3 % | 1.788.420 $ | +66.613 $ | +3,9 % | |||
| Wealth Preservation Advisors, LLC | 1.164.291 $ | -449.100 $ | -27,8 % | 1.613.391 $ | -168.127 $ | -9,4 % | 1.781.518 $ | -13.514 $ | -0,8 % | |||
| Silver Grove Financial Group, Inc. | 1.609.262 $ | +63.336 $ | +4,1 % | 1.545.926 $ | -203.814 $ | -11,6 % | 1.749.740 $ | -25.500 $ | -1,4 % | 1.775.240 $ | +247.309 $ | +16,2 % |
| B. Riley Wealth Advisors, Inc. | 1.019.651 $ | -417.972 $ | -29,1 % | 1.437.623 $ | +207.480 $ | +16,9 % | 1.230.143 $ | -536.528 $ | -30,4 % | 1.766.671 $ | +37.270 $ | +2,2 % |
| Landmark Wealth Management, LLC | 563.123 $ | -1.163.532 $ | -67,4 % | 1.726.655 $ | -39.810 $ | -2,3 % | 1.766.465 $ | +244.120 $ | +16,0 % | 1.522.345 $ | -491.670 $ | -24,4 % |
| Arbor Investment Advisors, LLC | 1.747.800 $ | -18.418 $ | -1,0 % | 1.766.218 $ | +712.315 $ | +67,6 % | 1.053.903 $ | +25.011 $ | +2,4 % | 1.028.892 $ | +649.683 $ | +171,3 % |
| TFB Advisors LLC | 1.765.669 $ | +51.173 $ | +3,0 % | |||||||||
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1.701.791 $ | -58.755 $ | -3,3 % | 1.760.546 $ | +154.387 $ | +9,6 % | 1.606.159 $ | +63.003 $ | +4,1 % | 1.543.156 $ | -65.168 $ | -4,1 % |
| BOKF, NA | 1.553.504 $ | -202.146 $ | -11,5 % | 1.755.650 $ | +384.129 $ | +28,0 % | 1.371.521 $ | -113.054 $ | -7,6 % | 1.484.575 $ | +624.905 $ | +72,7 % |
| Global Trust Asset Management, LLC | 785.579 $ | -901.608 $ | -53,4 % | 1.687.187 $ | -16.706 $ | -1,0 % | 1.703.893 $ | -50.681 $ | -2,9 % | 1.754.574 $ | -2.446.469 $ | -58,2 % |
| JB Capital LLC | 241.764 $ | +490 $ | +0,2 % | 241.274 $ | -1.512.503 $ | -86,2 % | 1.753.777 $ | +6.078 $ | +0,3 % | 1.747.699 $ | +60.947 $ | +3,6 % |
| Forum Finance Group S.A. | 1.741.000 $ | +184.000 $ | +11,8 % | 1.557.000 $ | ||||||||
| Murphy Pohlad Asset Management LLC | 1.715.636 $ | -21.185 $ | -1,2 % | 1.736.821 $ | +205.867 $ | +13,4 % | 1.530.954 $ | +12.252 $ | +0,8 % | 1.518.702 $ | +41.204 $ | +2,8 % |
| CERTUITY, LLC | 1.397.951 $ | +78.690 $ | +6,0 % | 1.319.261 $ | -415.118 $ | -23,9 % | 1.734.379 $ | +59.405 $ | +3,5 % | |||
| Obermeyer Wealth Partners | 1.733.037 $ | +4.800 $ | +0,3 % | 1.728.237 $ | +193.422 $ | +12,6 % | 1.534.815 $ | +396.328 $ | +34,8 % | 1.138.487 $ | +29.332 $ | +2,6 % |
| Intrua Financial, LLC | 1.634.402 $ | -96.849 $ | -5,6 % | 1.731.251 $ | +157.684 $ | +10,0 % | 1.573.567 $ | +186.161 $ | +13,4 % | 1.387.406 $ | -58.700 $ | -4,1 % |
| PEAVINE CAPITAL, LLC | 1.650.194 $ | -53.592 $ | -3,1 % | 1.703.786 $ | +220.304 $ | +14,9 % | 1.483.482 $ | +3.846 $ | +0,3 % | 1.479.636 $ | +30.518 $ | +2,1 % |
| Black Swift Group, LLC | 1.686.582 $ | +183.361 $ | +12,2 % | 1.503.221 $ | -118.350 $ | -7,3 % | 1.621.571 $ | +77.506 $ | +5,0 % | |||
| Clear Harbor Asset Management, LLC | 1.683.680 $ | +309.586 $ | +22,5 % | 1.374.094 $ | +131.345 $ | +10,6 % | 1.242.749 $ | +99.693 $ | +8,7 % | |||
| First Affirmative Financial Network | 1.667.466 $ | |||||||||||
| Gerber Kawasaki Wealth & Investment Management | 1.662.683 $ | +25.343 $ | +1,5 % | 1.637.340 $ | +352.153 $ | +27,4 % | 1.285.187 $ | +339.111 $ | +35,8 % | 946.076 $ | -332.214 $ | -26,0 % |
| Affinity Capital Advisors, LLC | 1.644.321 $ | -16.695 $ | -1,0 % | 1.661.016 $ | +197.691 $ | +13,5 % | 1.463.325 $ | +194.932 $ | +15,4 % | 1.268.393 $ | +31.000 $ | +2,5 % |
| CULLEN/FROST BANKERS, INC. | 1.650.570 $ | +116.245 $ | +7,6 % | 1.534.325 $ | +167.925 $ | +12,3 % | 1.366.400 $ | -269.085 $ | -16,5 % | 1.635.485 $ | +40.142 $ | +2,5 % |
| Pinnacle Family Advisors, LLC | 1.576.034 $ | -74.424 $ | -4,5 % | 1.650.458 $ | +30.085 $ | +1,9 % | 1.620.373 $ | +200.350 $ | +14,1 % | |||
| Badgley Phelps Wealth Managers, LLC | 1.340.637 $ | -295.344 $ | -18,1 % | 1.635.981 $ | +220.502 $ | +15,6 % | 1.415.479 $ | -25.601 $ | -1,8 % | 1.441.080 $ | +35.226 $ | +2,5 % |
| Orcam Financial Group | 1.631.528 $ | +723.529 $ | +79,7 % | 907.999 $ | +631.244 $ | +228,1 % | 276.755 $ | +12.781 $ | +4,8 % | |||
| WoodTrust Financial Corp | 1.581.000 $ | -44.000 $ | -2,7 % | 1.625.000 $ | +182.000 $ | +12,6 % | 1.443.000 $ | +339.000 $ | +30,7 % | 1.104.000 $ | +33.000 $ | +3,1 % |
| MIDLAND WEALTH ADVISORS, LLC | 1.521.841 $ | -99.474 $ | -6,1 % | 1.621.315 $ | -23.467 $ | -1,4 % | ||||||
| One Way Holdings LLC | 1.618.256 $ | +61.993 $ | +4,0 % | 1.556.263 $ | +152.933 $ | +10,9 % | 1.403.330 $ | +491.548 $ | +53,9 % | 911.782 $ | +15.175 $ | +1,7 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1.606.000 $ | +109.000 $ | +7,3 % | 1.497.000 $ | +30.000 $ | +2,0 % | 1.467.000 $ | +158.000 $ | +12,1 % | |||
| BankChampaign, National Association | 1.527.052 $ | -78.104 $ | -4,9 % | 1.605.156 $ | +127.560 $ | +8,6 % | 1.477.596 $ | -76.503 $ | -4,9 % | 1.554.099 $ | ||
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1.596.814 $ | +2.248 $ | +0,1 % | 1.594.566 $ | +123.008 $ | +8,4 % | 1.471.558 $ | -11.613 $ | -0,8 % | 1.483.171 $ | -1.323.006 $ | -47,1 % |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1.595.936 $ | +944.088 $ | +144,8 % | 651.848 $ | ||||||||
| TWO SIGMA SECURITIES, LLC | 1.593.866 $ | +115.259 $ | +7,8 % | 1.478.607 $ | +1.181.155 $ | +397,1 % | 297.452 $ | -1.188.379 $ | -80,0 % | |||
| GenTrust, LLC | 1.390.506 $ | -177.480 $ | -11,3 % | 1.567.986 $ | +177.025 $ | +12,7 % | 1.390.961 $ | +59.218 $ | +4,4 % | 1.331.743 $ | +42.141 $ | +3,3 % |
| Clark Capital Management Group, Inc. | 1.566.985 $ | +178.140 $ | +12,8 % | 1.388.845 $ | +29.812 $ | +2,2 % | 1.359.033 $ | +273.047 $ | +25,1 % | |||
| Soltis Investment Advisors LLC | 1.564.775 $ | +427.029 $ | +37,5 % | 1.137.746 $ | +122.608 $ | +12,1 % | 1.015.138 $ | -30.059 $ | -2,9 % | 1.045.197 $ | +38.531 $ | +3,8 % |
| Ellenbecker Investment Group | 1.553.918 $ | +32.654 $ | +2,1 % | 1.521.264 $ | +16.622 $ | +1,1 % | 1.504.642 $ | +89.455 $ | +6,3 % | |||
| Wilmington Savings Fund Society, FSB | 1.517.486 $ | -34.190 $ | -2,2 % | 1.551.676 $ | +86.564 $ | +5,9 % | 1.465.112 $ | +12.191 $ | +0,8 % | 1.452.921 $ | +69.004 $ | +5,0 % |
| ST GERMAIN D J CO INC | 1.545.923 $ | +185.699 $ | +13,7 % | 1.360.224 $ | -10.195 $ | -0,7 % | 1.370.419 $ | +35.336 $ | +2,6 % | |||
| Morton Brown Family Wealth, LLC | 125.090 $ | -1.420.412 $ | -91,9 % | 1.545.502 $ | +183.136 $ | +13,4 % | 1.362.366 $ | +97.279 $ | +7,7 % | 1.265.087 $ | +42.101 $ | +3,4 % |
| MFA Wealth Services | 1.538.770 $ | +1.087.991 $ | +241,4 % | 450.779 $ | ||||||||
| HOLLENCREST CAPITAL MANAGEMENT | 1.535.035 $ | +188.503 $ | +14,0 % | 1.346.532 $ | +4.451 $ | +0,3 % | 1.342.081 $ | +37.672 $ | +2,9 % | |||
| Calydon Capital | 1.533.500 $ | +335.469 $ | +28,0 % | 1.198.031 $ | -179.583 $ | -13,0 % | 1.377.614 $ | +35.159 $ | +2,6 % | |||
| Leo Wealth, LLC | 1.233.843 $ | -296.027 $ | -19,3 % | 1.529.870 $ | +31.454 $ | +2,1 % | ||||||
| FIRST MERCHANTS CORP | 1.519.168 $ | +3.076 $ | +0,2 % | 1.516.092 $ | +187.974 $ | +14,2 % | 1.328.118 $ | -74.239 $ | -5,3 % | 1.402.357 $ | +36.130 $ | +2,6 % |
| Aspect Partners, LLC | 683.926 $ | -262.079 $ | -27,7 % | 946.005 $ | +16.548 $ | +1,8 % | 929.457 $ | -586.883 $ | -38,7 % | 1.516.340 $ | -7.430 $ | -0,5 % |
| PRAIRIE ADVISORY, LLC | 1.516.172 $ | +736.882 $ | +94,6 % | 779.290 $ | ||||||||
| Waterway Wealth Management, LLC | 487.734 $ | -98.124 $ | -16,7 % | 585.858 $ | -914.144 $ | -60,9 % | 1.500.002 $ | +872 $ | +0,1 % | |||
| Investment Planning Advisors, Inc. | 1.498.562 $ | +15.665 $ | +1,1 % | 1.482.897 $ | +128.353 $ | +9,5 % | 1.354.544 $ | +78.381 $ | +6,1 % | 1.276.163 $ | +95.419 $ | +8,1 % |
| Heritage Wealth Advisors | 1.497.075 $ | +181.343 $ | +13,8 % | 1.315.732 $ | -19.989 $ | -1,5 % | 1.335.721 $ | +6.877 $ | +0,5 % | |||
| KDK Private Wealth Management, LLC | 1.496.946 $ | +10.164 $ | +0,7 % | 1.486.782 $ | +147.741 $ | +11,0 % | 1.339.041 $ | +56.429 $ | +4,4 % | 1.282.612 $ | +62.150 $ | +5,1 % |
| RASP WEALTH SOLUTIONS, LLC | 1.476.560 $ | +288.147 $ | +24,2 % | 1.188.413 $ | ||||||||
| Performance Wealth Partners, LLC | 1.469.736 $ | |||||||||||
| KINTRA WEALTH, LLC | 1.467.758 $ | +214.063 $ | +17,1 % | 1.253.695 $ | ||||||||
| Canandaigua National Trust Co of Florida | 1.225.066 $ | +845.383 $ | +222,7 % | 379.683 $ | -1.084.330 $ | -74,1 % | 1.464.013 $ | +1.113.279 $ | +317,4 % | |||
| HBW ADVISORY SERVICES LLC | 1.462.626 $ | +161.315 $ | +12,4 % | 1.301.311 $ | +91.443 $ | +7,6 % | 1.209.868 $ | +90.066 $ | +8,0 % | 1.119.802 $ | +80.219 $ | +7,7 % |
| Noble Family Wealth, LLC | 1.001.804 $ | +11.840 $ | +1,2 % | 989.964 $ | -10.965 $ | -1,1 % | 1.000.929 $ | -453.391 $ | -31,2 % | 1.454.320 $ | +53.425 $ | +3,8 % |
| Farmers National Bank | 1.451.274 $ | +118.188 $ | +8,9 % | 1.333.086 $ | +6.902 $ | +0,5 % | 1.326.184 $ | +38.576 $ | +3,0 % | |||
| Caldwell Trust Co | 1.434.720 $ | -14.304 $ | -1,0 % | 1.449.024 $ | +26.246 $ | +1,8 % | 1.422.778 $ | +26.589 $ | +1,9 % | 1.396.189 $ | +50.235 $ | +3,7 % |
| Almanack Investment Partners, LLC. | 1.434.869 $ | +177.903 $ | +14,2 % | 1.256.966 $ | -23.612 $ | -1,8 % | 1.280.578 $ | +9.639 $ | +0,8 % | |||
| Capital Planning Advisors, LLC | 804.227 $ | -629.878 $ | -43,9 % | 1.434.105 $ | ||||||||
| Daytona Street Capital LLC | 1.138.191 $ | -292.657 $ | -20,5 % | 1.430.848 $ | +140.297 $ | +10,9 % | 1.290.551 $ | +35.698 $ | +2,8 % | 1.254.853 $ | ||
| Accredited Investors Inc. | 1.410.875 $ | -18.800 $ | -1,3 % | 1.429.675 $ | +174.592 $ | +13,9 % | 1.255.083 $ | +289.301 $ | +30,0 % | 965.782 $ | +14.798 $ | +1,6 % |
| Pictet North America Advisors SA | 1.420.375 $ | -258 $ | -0,0 % | 1.420.633 $ | +169.153 $ | +13,5 % | 1.251.480 $ | +48.293 $ | +4,0 % | 1.203.187 $ | +49.068 $ | +4,3 % |
| Eagle Strategies LLC | 1.362.602 $ | -48.327 $ | -3,4 % | 1.410.929 $ | +236.471 $ | +20,1 % | 1.174.458 $ | -34.970 $ | -2,9 % | 1.209.428 $ | +105.551 $ | +9,6 % |
| Northeast Financial Group, Inc. | 324.308 $ | -1.081.843 $ | -76,9 % | 1.406.151 $ | +40.025 $ | +2,9 % | ||||||
| Iowa State Bank | 1.376.646 $ | -22.302 $ | -1,6 % | 1.398.948 $ | +24.172 $ | +1,8 % | 1.374.776 $ | +42.833 $ | +3,2 % | 1.331.943 $ | +61.911 $ | +4,9 % |
| Silver Coast Investments LLC | 1.392.551 $ | +167.984 $ | +13,7 % | 1.224.567 $ | ||||||||
| Coastal Bridge Advisors, LLC | 1.390.986 $ | +639.215 $ | +85,0 % | 751.771 $ | +140.861 $ | +23,1 % | 610.910 $ | +179.478 $ | +41,6 % | |||
| Hurley Capital, LLC | 1.390.178 $ | +122.985 $ | +9,7 % | 1.267.193 $ | +188.639 $ | +17,5 % | 1.078.554 $ | +296.285 $ | +37,9 % | 782.269 $ | +38.013 $ | +5,1 % |
| Intergy Private Wealth, LLC | 1.320.016 $ | -68.743 $ | -4,9 % | 1.388.759 $ | +148.015 $ | +11,9 % | 1.240.744 $ | +57.816 $ | +4,9 % | 1.182.928 $ | +26.424 $ | +2,3 % |
| Evercore Wealth Management, LLC | 1.372.674 $ | +127.751 $ | +10,3 % | 1.244.923 $ | +23.568 $ | +1,9 % | 1.221.355 $ | +44.135 $ | +3,7 % | |||
| Symphony Financial, Ltd. Co. | 1.369.755 $ | +22.201 $ | +1,6 % | 1.347.554 $ | +179.710 $ | +15,4 % | 1.167.844 $ | -45.078 $ | -3,7 % | 1.212.922 $ | +50.699 $ | +4,4 % |
| THREADGILL FINANCIAL, LLC | 1.368.319 $ | +148.580 $ | +12,2 % | 1.219.739 $ | +11.222 $ | +0,9 % | 1.208.517 $ | +235.064 $ | +24,1 % | |||
| Goldstein Advisors, LLC | 1.235.341 $ | -5.367 $ | -0,4 % | 1.240.708 $ | -127.302 $ | -9,3 % | 1.368.010 $ | +57.231 $ | +4,4 % | 1.310.779 $ | +54.687 $ | +4,4 % |
| Clayton Financial Group LLC | 1.366.322 $ | +40.434 $ | +3,0 % | 1.325.888 $ | -7.168 $ | -0,5 % | 1.333.056 $ | +56.097 $ | +4,4 % | 1.276.959 $ | +145.269 $ | +12,8 % |
| Signature Wealth Management Group | 1.365.370 $ | +486.288 $ | +55,3 % | 879.082 $ | +56.553 $ | +6,9 % | ||||||
| Litman Gregory Wealth Management LLC | 1.358.286 $ | -128.322 $ | -8,6 % | |||||||||
| Texas Yale Capital Corp. | 1.358.156 $ | +182.823 $ | +15,6 % | 1.175.333 $ | -54.035 $ | -4,4 % | 1.229.368 $ | +28.675 $ | +2,4 % | |||
| CAPITAL ADVISORS INC/OK | 1.357.193 $ | +71.400 $ | +5,6 % | 1.285.793 $ | -11.570 $ | -0,9 % | 1.297.363 $ | -215.808 $ | -14,3 % | |||
| Auxano Advisors, LLC | 972.046 $ | -109.561 $ | -10,1 % | 1.081.607 $ | +40.324 $ | +3,9 % | 1.041.283 $ | -312.366 $ | -23,1 % | 1.353.649 $ | -25.693 $ | -1,9 % |
| GRANDFIELD & DODD, LLC | 1.345.600 $ | +15.357 $ | +1,2 % | 1.330.243 $ | +134.324 $ | +11,2 % | 1.195.919 $ | +11.569 $ | +1,0 % | 1.184.350 $ | +49.074 $ | +4,3 % |
| Dana Investment Advisors, Inc. | 936.605 $ | -408.720 $ | -30,4 % | 1.345.325 $ | +267.528 $ | +24,8 % | 1.077.797 $ | +729.196 $ | +209,2 % | 348.601 $ | +54.309 $ | +18,5 % |
| Second Half Financial Partners, LLC | 1.341.368 $ | +48.948 $ | +3,8 % | 1.292.420 $ | +124.615 $ | +10,7 % | 1.167.805 $ | +52.296 $ | +4,7 % | |||
| National Philanthropic Trust | 1.338.341 $ | |||||||||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 510.944 $ | -822.291 $ | -61,7 % | 1.333.235 $ | +196.784 $ | +17,3 % | 1.136.451 $ | |||||
| WILLNER & HELLER, LLC | 1.225.985 $ | -95.789 $ | -7,2 % | 1.321.774 $ | +143.400 $ | +12,2 % | 1.178.374 $ | +122.383 $ | +11,6 % | 1.055.991 $ | +337.515 $ | +47,0 % |
| Logan Stone Capital, LLC | 1.297.650 $ | |||||||||||
| Mason & Associates, LLC | 1.095.364 $ | -199.745 $ | -15,4 % | 1.295.109 $ | +532.175 $ | +69,8 % | 762.934 $ | |||||
| Key FInancial Inc | 1.273.092 $ | -13.365 $ | -1,0 % | 1.286.457 $ | +109.843 $ | +9,3 % | 1.176.614 $ | +28.766 $ | +2,5 % | 1.147.848 $ | +42.270 $ | +3,8 % |
| Johnson Financial Group, LLC | 659.988 $ | +73.629 $ | +12,6 % | 586.359 $ | -691.431 $ | -54,1 % | 1.277.790 $ | +695.807 $ | +119,6 % | |||
| Gambit Capital Management, LLC | 1.275.087 $ | +418.778 $ | +48,9 % | 856.309 $ | -39.813 $ | -4,4 % | 896.122 $ | |||||
| M.E. ALLISON & CO., INC. | 1.199.148 $ | -70.329 $ | -5,5 % | 1.269.477 $ | +157.603 $ | +14,2 % | 1.111.874 $ | +35.096 $ | +3,3 % | 1.076.778 $ | +180.252 $ | +20,1 % |
| Cornerstone National Bank & Trust Co | 1.264.614 $ | +123.697 $ | +10,8 % | 1.140.917 $ | +580.685 $ | +103,7 % | 560.232 $ | |||||
| Gateway Wealth Partners, LLC | 589.338 $ | -666.108 $ | -53,1 % | 1.255.446 $ | +910.322 $ | +263,8 % | 345.124 $ | -35.289 $ | -9,3 % | |||
| OneAscent Financial Services LLC | 1.247.960 $ | +923.856 $ | +285,0 % | 324.104 $ | -12.067 $ | -3,6 % | 336.171 $ | -12.802 $ | -3,7 % | |||
| Cascades Capital Asset Management, LLC | 1.246.517 $ | |||||||||||
| Dala Group, LLC | 1.210.268 $ | -24.700 $ | -2,0 % | 1.234.968 $ | +179.517 $ | +17,0 % | 1.055.451 $ | +41.384 $ | +4,1 % | 1.014.067 $ | ||
| Fulcrum Equity Management | 1.231.448 $ | |||||||||||
| Hardin Capital Partners, LLC | 1.226.827 $ | +66.609 $ | +5,7 % | 1.160.218 $ | +131.282 $ | +12,8 % | 1.028.936 $ | +103.316 $ | +11,2 % | 925.620 $ | +141.330 $ | +18,0 % |
| ROWLANDMILLER & PARTNERS.ADV | 1.224.484 $ | +145.046 $ | +13,4 % | 1.079.438 $ | +16.174 $ | +1,5 % | 1.063.264 $ | +29.280 $ | +2,8 % | |||
| WHITENER CAPITAL MANAGEMENT, INC. | 1.216.679 $ | +206.126 $ | +20,4 % | 1.010.553 $ | +430.935 $ | +74,3 % | 579.618 $ | |||||
| Gilbert & Cook, Inc. | 1.213.749 $ | +149.576 $ | +14,1 % | 1.064.173 $ | +207.871 $ | +24,3 % | 856.302 $ | -808.282 $ | -48,6 % | |||
| Frank, Rimerman Advisors LLC | 596.986 $ | -369.518 $ | -38,2 % | 966.504 $ | +130.681 $ | +15,6 % | 835.823 $ | -373.047 $ | -30,9 % | 1.208.870 $ | +33.741 $ | +2,9 % |
| Hershey Financial Advisers, LLC | 1.203.328 $ | +56.493 $ | +4,9 % | 1.146.835 $ | +14.737 $ | +1,3 % | 1.132.098 $ | +10.947 $ | +1,0 % | |||
| Avail Investment Partners, LLC | 1.193.058 $ | +19.022 $ | +1,6 % | 1.174.036 $ | +158.036 $ | +15,6 % | 1.016.000 $ | |||||
| Investment Research Partners LLC | 1.193.058 $ | +19.022 $ | +1,6 % | 1.174.036 $ | +158.038 $ | +15,6 % | 1.015.998 $ | -45.522 $ | -4,3 % | 1.061.520 $ | -92.937 $ | -8,1 % |
| NORDEN GROUP LLC | 1.177.910 $ | -14.387 $ | -1,2 % | 1.192.297 $ | +181.947 $ | +18,0 % | 1.010.350 $ | -966 $ | -0,1 % | 1.011.316 $ | +28.385 $ | +2,9 % |
| STEPHENS INC /AR/ | 1.185.229 $ | +160.155 $ | +15,6 % | 1.025.074 $ | +441.796 $ | +75,7 % | 583.278 $ | +13.961 $ | +2,5 % | |||
| SMITH SHELLNUT WILSON LLC /ADV | 1.183.881 $ | +2.397 $ | +0,2 % | 1.181.484 $ | +146.487 $ | +14,2 % | 1.034.997 $ | -19.443 $ | -1,8 % | 1.054.440 $ | ||
| Skyline Advisors, Inc. | 835.953 $ | -20.576 $ | -2,4 % | 856.529 $ | -15.389 $ | -1,8 % | 871.918 $ | -308.604 $ | -26,1 % | 1.180.522 $ | +100.251 $ | +9,3 % |
| CONSILIO WEALTH ADVISORS, LLC | 1.177.145 $ | |||||||||||
| Smith Salley Wealth Management | 1.175.047 $ | +9.795 $ | +0,8 % | 1.165.252 $ | +809.344 $ | +227,4 % | 355.908 $ | +13.734 $ | +4,0 % | 342.174 $ | +13.955 $ | +4,3 % |
| Ballew Advisors, Inc | 1.171.715 $ | |||||||||||
| QUADRANT CAPITAL GROUP LLC | 956.762 $ | -214.379 $ | -18,3 % | 1.171.141 $ | +700.392 $ | +148,8 % | 470.749 $ | +470.244 $ | +93.117,6 % | 505 $ | +41 $ | +8,8 % |
| Callan Family Office, LLC | 1.167.102 $ | +26.790 $ | +2,3 % | 1.140.312 $ | +62.222 $ | +5,8 % | 1.078.090 $ | +81.667 $ | +8,2 % | |||
| TPG Financial Advisors, LLC | 1.161.882 $ | +36.537 $ | +3,2 % | 1.125.345 $ | -4.221 $ | -0,4 % | 1.129.566 $ | -56.185 $ | -4,7 % | |||
| Hudson Oak Wealth Advisory LLC | 1.159.912 $ | +40.365 $ | +3,6 % | 1.119.547 $ | +22.050 $ | +2,0 % | 1.097.497 $ | +32.319 $ | +3,0 % | 1.065.178 $ | ||
| Russell Investments Group, Ltd. | 1.155.897 $ | +6.938 $ | +0,6 % | 1.148.959 $ | +491.807 $ | +74,8 % | 657.152 $ | -78.477 $ | -10,7 % | 735.629 $ | +150.586 $ | +25,7 % |
| Seed Wealth Management, Inc. | 1.005.823 $ | -145.025 $ | -12,6 % | 1.150.848 $ | +97.301 $ | +9,2 % | 1.053.547 $ | +5.629 $ | +0,5 % | 1.047.918 $ | +27.871 $ | +2,7 % |
| STOCK YARDS BANK & TRUST CO | 867.619 $ | -279.262 $ | -24,3 % | 1.146.881 $ | +31.073 $ | +2,8 % | 1.115.808 $ | -48.573 $ | -4,2 % | |||
| REBALANCE, LLC | 458.400 $ | -684.943 $ | -59,9 % | 1.143.343 $ | +65.152 $ | +6,0 % | 1.078.191 $ | -28.825 $ | -2,6 % | 1.107.016 $ | -3.085 $ | -0,3 % |
| Darden Wealth Group Inc | 959.933 $ | +4.170 $ | +0,4 % | 955.763 $ | -63.820 $ | -6,3 % | 1.019.583 $ | -111.141 $ | -9,8 % | 1.130.724 $ | -187.691 $ | -14,2 % |
| Sunesis Advisors, LLC | 881.282 $ | +20.229 $ | +2,3 % | 861.053 $ | -269.332 $ | -23,8 % | 1.130.385 $ | +85.629 $ | +8,2 % | |||
| FIRST FOUNDATION ADVISORS | 1.127.495 $ | +140.510 $ | +14,2 % | 986.985 $ | -16.668 $ | -1,7 % | 1.003.653 $ | +14.207 $ | +1,4 % | |||
| Richard P Slaughter Associates Inc | 1.119.607 $ | +2.267 $ | +0,2 % | 1.117.340 $ | +138.534 $ | +14,2 % | 978.806 $ | -18.387 $ | -1,8 % | 997.193 $ | +25.692 $ | +2,6 % |
| Community Bank, N.A. | 1.119.289 $ | +299.111 $ | +36,5 % | 820.178 $ | ||||||||
| SMITH, MOORE & CO. | 431.363 $ | -687.907 $ | -61,5 % | 1.119.270 $ | +115.544 $ | +11,5 % | ||||||
| SITTNER & NELSON, LLC | 1.116.521 $ | +110.581 $ | +11,0 % | 1.005.940 $ | -52.177 $ | -4,9 % | 1.058.117 $ | +101.166 $ | +10,6 % | |||
| EASTERN BANK | 633.240 $ | +9.931 $ | +1,6 % | 623.309 $ | -60.394 $ | -8,8 % | 683.703 $ | -432.649 $ | -38,8 % | 1.116.352 $ | -1.125.078 $ | -50,2 % |
| LAZARI CAPITAL MANAGEMENT, INC. | 558.690 $ | -554.581 $ | -49,8 % | 1.113.271 $ | +282.385 $ | +34,0 % | 830.886 $ | +15.838 $ | +1,9 % | 815.048 $ | -63.579 $ | -7,2 % |
| Blue Chip Partners, LLC | 1.110.879 $ | +139.609 $ | +14,4 % | 971.270 $ | -18.246 $ | -1,8 % | 989.516 $ | +27.728 $ | +2,9 % | |||
| ANDERSON HOAGLAND & CO | 1.110.201 $ | +19.652 $ | +1,8 % | 1.090.549 $ | +134.049 $ | +14,0 % | 956.500 $ | -6.005 $ | -0,6 % | 962.505 $ | +220.110 $ | +29,6 % |
| COFG Advisors, LLC | 1.106.663 $ | +140.837 $ | +14,6 % | 965.826 $ | -4.673 $ | -0,5 % | 970.499 $ | |||||
| Glen Eagle Advisors, LLC | 1.105.726 $ | +109.182 $ | +11,0 % | 996.544 $ | +18.950 $ | +1,9 % | 977.594 $ | +40.921 $ | +4,4 % | |||
| Tailwinds Wealth, LLC | 1.104.249 $ | +91.420 $ | +9,0 % | 1.012.829 $ | ||||||||
| EWA, LLC | 669.998 $ | -134.096 $ | -16,7 % | 804.094 $ | -298.394 $ | -27,1 % | 1.102.488 $ | |||||
| SP Asset Management LLC | 1.097.272 $ | +16.942 $ | +1,6 % | 1.080.330 $ | +147.724 $ | +15,8 % | 932.606 $ | -40.553 $ | -4,2 % | 973.159 $ | +24.725 $ | +2,6 % |
| Anson Capital, Inc. | 1.086.400 $ | +362.293 $ | +50,0 % | 724.107 $ | +6.003 $ | +0,8 % | 718.104 $ | +214.294 $ | +42,5 % | 503.810 $ | +123.089 $ | +32,3 % |
| Legacy Edge Advisors, LLC | 1.086.176 $ | +842.682 $ | +346,1 % | 243.494 $ | +7.972 $ | +3,4 % | 235.522 $ | +31.755 $ | +15,6 % | 203.767 $ | ||
| Prestige Wealth Management Group LLC | 1.083.575 $ | +101.187 $ | +10,3 % | 982.388 $ | -65.709 $ | -6,3 % | 1.048.097 $ | +24.447 $ | +2,4 % | |||
| SIMON QUICK ADVISORS, LLC | 615.633 $ | -403.600 $ | -39,6 % | 1.019.233 $ | +440.571 $ | +76,1 % | 578.662 $ | -502.054 $ | -46,5 % | 1.080.716 $ | +25.280 $ | +2,4 % |
| SFM, LLC d/b/a Sweeney Financial Advisors | 1.078.062 $ | +831.915 $ | +338,0 % | 246.147 $ | ||||||||
| Keebeck Wealth Management | 981.396 $ | -95.491 $ | -8,9 % | 1.076.887 $ | +240.945 $ | +28,8 % | 835.942 $ | -187.390 $ | -18,3 % | |||
| SAPIENT CAPITAL LLC | 1.070.659 $ | +859.461 $ | +406,9 % | 211.198 $ | -67.955 $ | -24,3 % | 279.153 $ | |||||
| HAZLETT, BURT & WATSON, INC. | 1.070.000 $ | +34.000 $ | +3,3 % | 1.036.000 $ | +588.000 $ | +131,3 % | 448.000 $ | +124.000 $ | +38,3 % | 324.000 $ | +138.000 $ | +74,2 % |
| S. R. Schill & Associates | 1.067.584 $ | +134.653 $ | +14,4 % | 932.931 $ | -15.123 $ | -1,6 % | 948.054 $ | +26.552 $ | +2,9 % | |||
| ALLSTREET CAPITAL ADVISORS LLC | 1.061.227 $ | +21.983 $ | +2,1 % | 1.039.244 $ | +74.074 $ | +7,7 % | 965.170 $ | +22.757 $ | +2,4 % | 942.413 $ | ||
| D'Orazio & Associates, Inc. | 1.027.879 $ | -28.540 $ | -2,7 % | 1.056.419 $ | +122.310 $ | +13,1 % | 934.109 $ | +38.038 $ | +4,2 % | 896.071 $ | +32.169 $ | +3,7 % |
| MGB Wealth Management, LLC | 1.054.398 $ | +40.420 $ | +4,0 % | |||||||||
| Permanent Capital Management, LP | 1.053.172 $ | +830.520 $ | +373,0 % | 222.652 $ | +14.804 $ | +7,1 % | 207.848 $ | +5.356 $ | +2,6 % | |||
| Frazier Financial Advisors, LLC | 1.052.608 $ | +46.020 $ | +4,6 % | 1.006.588 $ | +2.706 $ | +0,3 % | 1.003.882 $ | +218.630 $ | +27,8 % | |||
| Proficio Capital Partners LLC | 1.018.546 $ | -34.027 $ | -3,2 % | 1.052.573 $ | ||||||||
| Arsenal Capital Advisors LLC | 1.049.427 $ | +582.242 $ | +124,6 % | 467.185 $ | ||||||||
| MERIDIAN INVESTMENT COUNSEL INC. | 1.016.658 $ | -32.242 $ | -3,1 % | 1.048.900 $ | +106.083 $ | +11,3 % | 942.817 $ | +30.141 $ | +3,3 % | 912.676 $ | +33.345 $ | +3,8 % |
| DGS Capital Management, LLC | 1.027.847 $ | -19.309 $ | -1,8 % | 1.047.156 $ | +26.979 $ | +2,6 % | ||||||
| Bannerstone Capital Management, LLC | 1.046.374 $ | +158.327 $ | +17,8 % | 888.047 $ | +19.968 $ | +2,3 % | 868.079 $ | |||||
| Independent Wealth Advisors LLC | 1.044.939 $ | +612.848 $ | +141,8 % | 432.091 $ | ||||||||
| SECURITY NATIONAL BANK OF SO DAK | 1.043.736 $ | +497.178 $ | +91,0 % | 546.558 $ | ||||||||
| SIMPLEX TRADING, LLC | 1.035.878 $ | +610.161 $ | +143,3 % | 425.717 $ | +51.696 $ | +13,8 % | 374.021 $ | +363.475 $ | +3.446,6 % | 10.546 $ | -1.083.454 $ | -99,0 % |
| BAILARD, INC. | 1.017.234 $ | -17.208 $ | -1,7 % | 1.034.442 $ | +319.221 $ | +44,6 % | 715.221 $ | -187.824 $ | -20,8 % | 903.045 $ | +222.550 $ | +32,7 % |
| Cherry Creek Investment Advisors, Inc. | 994.724 $ | -36.812 $ | -3,6 % | 1.031.536 $ | +325.955 $ | +46,2 % | 705.581 $ | -13.255 $ | -1,8 % | 718.836 $ | +18.521 $ | +2,6 % |
| BAM Wealth Management, LLC | 870.527 $ | -90.557 $ | -9,4 % | 961.084 $ | -53.746 $ | -5,3 % | 1.014.830 $ | -14.597 $ | -1,4 % | 1.029.427 $ | -98.405 $ | -8,7 % |
| Destination Wealth Management | 1.027.883 $ | +122.055 $ | +13,5 % | 905.828 $ | +1.065 $ | +0,1 % | 904.763 $ | -16.241 $ | -1,8 % | |||
| Vision Capital Management, Inc. | 1.021.759 $ | +1.465 $ | +0,1 % | 1.020.294 $ | +56.734 $ | +5,9 % | 963.560 $ | +49.742 $ | +5,4 % | 913.818 $ | +51.099 $ | +5,9 % |
| Privatperson | 541.803 $ | -476.348 $ | -46,8 % | 1.018.151 $ | +41.891 $ | +4,3 % | 976.260 $ | +107.536 $ | +12,4 % | |||
| Marble Wealth, LLC | 1.015.791 $ | +317.724 $ | +45,5 % | 698.067 $ | +396.608 $ | +131,6 % | 301.459 $ | |||||
| LEVIN CAPITAL STRATEGIES, L.P. | 1.015.148 $ | +484.350 $ | +91,2 % | 530.798 $ | +326.783 $ | +160,2 % | 204.015 $ | -3.833 $ | -1,8 % | 207.848 $ | +5.355 $ | +2,6 % |
| Vident Advisory, LLC | 1.009.404 $ | +118.382 $ | +13,3 % | 891.022 $ | +9.504 $ | +1,1 % | 881.518 $ | +15.221 $ | +1,8 % | |||
| Pitcairn Wealth Advisors LLC | 1.007.665 $ | +112.822 $ | +12,6 % | 894.843 $ | ||||||||
| Bienville Capital Management, LLC | 1.005.675 $ | |||||||||||
| SOUTH PLAINS FINANCIAL, INC. | 1.005.205 $ | +125.827 $ | +14,3 % | 879.378 $ | +34.492 $ | +4,1 % | 844.886 $ | +14.795 $ | +1,8 % | |||
| Carnegie Investment Counsel | 1.003.897 $ | +275.558 $ | +37,8 % | 728.339 $ | -5.763 $ | -0,8 % | 734.102 $ | +96.014 $ | +15,0 % | 638.088 $ | +19.773 $ | +3,2 % |
| PETTYJOHN, WOOD & WHITE, INC | 300.029 $ | -702.284 $ | -70,1 % | 1.002.313 $ | ||||||||
| Investor's Fiduciary Advisor Network, LLC | 998.000 $ | |||||||||||
| SeaCrest Wealth Management, LLC | 987.927 $ | +429.607 $ | +76,9 % | 558.320 $ | +245.202 $ | +78,3 % | 313.118 $ | -184.034 $ | -37,0 % | 497.152 $ | ||
| Park Edge Advisors, LLC | 985.500 $ | +583.189 $ | +145,0 % | 402.311 $ | +79.605 $ | +24,7 % | 322.706 $ | |||||
| Cornerstone Advisory, LLC | 864.863 $ | -22.198 $ | -2,5 % | 887.061 $ | -95.145 $ | -9,7 % | 982.206 $ | +658.240 $ | +203,2 % | 323.966 $ | +5.627 $ | +1,8 % |
| CNB Bank | 978.877 $ | +105.635 $ | +12,1 % | 873.242 $ | +9.931 $ | +1,2 % | 863.311 $ | +27.579 $ | +3,3 % | |||
| Ameritas Investment Partners, Inc. | 977.064 $ | +73.196 $ | +8,1 % | 903.868 $ | +26.055 $ | +3,0 % | 877.813 $ | -100.840 $ | -10,3 % | |||
| Novak & Powell Financial Services, Inc. | 976.856 $ | +159.624 $ | +19,5 % | 817.232 $ | +568.107 $ | +228,0 % | 249.125 $ | -279.309 $ | -52,9 % | |||
| Crews Bank & Trust | 974.219 $ | +31.733 $ | +3,4 % | 942.486 $ | +15.121 $ | +1,6 % | 927.365 $ | -70.990 $ | -7,1 % | |||
| Redhawk Wealth Advisors, Inc. | 918.728 $ | -54.695 $ | -5,6 % | 973.423 $ | +63.562 $ | +7,0 % | 909.861 $ | +554.149 $ | +155,8 % | 355.712 $ | +62.823 $ | +21,4 % |
| SAGESPRING WEALTH PARTNERS, LLC | 942.794 $ | -24.437 $ | -2,5 % | 967.231 $ | +68.922 $ | +7,7 % | 898.309 $ | +209.628 $ | +30,4 % | 688.681 $ | +24.703 $ | +3,7 % |
| Altman Advisors, Inc. | 738.503 $ | -227.344 $ | -23,5 % | 965.847 $ | +156.226 $ | +19,3 % | 809.621 $ | +5.535 $ | +0,7 % | |||
| FSA Advisors, Inc. | 965.063 $ | +10.136 $ | +1,1 % | 954.927 $ | +107.899 $ | +12,7 % | 847.028 $ | +301.248 $ | +55,2 % | |||
| Balentine LLC | 851.697 $ | -32.772 $ | -3,7 % | 884.469 $ | +20.302 $ | +2,3 % | 864.167 $ | -99.652 $ | -10,3 % | 963.819 $ | +52.073 $ | +5,7 % |
| Moors & Cabot, Inc. | 963.011 $ | +33.064 $ | +3,6 % | 929.947 $ | +299.793 $ | +47,6 % | 630.154 $ | -11.837 $ | -1,8 % | 641.991 $ | +16.540 $ | +2,6 % |
| Haverford Trust Co | 960.334 $ | +476.899 $ | +98,6 % | 483.435 $ | +196.843 $ | +68,7 % | 286.592 $ | +7.384 $ | +2,6 % | |||
| Concentrum Wealth Management | 940.975 $ | +37.448 $ | +4,1 % | 903.527 $ | -54.809 $ | -5,7 % | 958.336 $ | -809.957 $ | -45,8 % | |||
| FRG Family Wealth Advisors LLC | 942.672 $ | -13.168 $ | -1,4 % | 955.840 $ | +29.522 $ | +3,2 % | ||||||
| Hopwood Financial Services, Inc. | 947.941 $ | +1.919 $ | +0,2 % | 946.022 $ | +117.293 $ | +14,2 % | 828.729 $ | -15.568 $ | -1,8 % | 844.297 $ | -18.514 $ | -2,1 % |
| BALYASNY ASSET MANAGEMENT L.P. | 946.476 $ | |||||||||||
| SALEM INVESTMENT COUNSELORS INC | 719.474 $ | -157.405 $ | -18,0 % | 876.879 $ | -69.489 $ | -7,3 % | 946.368 $ | +162.483 $ | +20,7 % | 783.885 $ | -86.967 $ | -10,0 % |
| Beverly Hills Private Wealth, LLC | 494.633 $ | +2.149 $ | +0,4 % | 492.484 $ | -449.374 $ | -47,7 % | 941.858 $ | +20.549 $ | +2,2 % | 921.309 $ | +24.373 $ | +2,7 % |
| Madrona Financial Services, LLC | 895.074 $ | -43.971 $ | -4,7 % | 939.045 $ | +126.771 $ | +15,6 % | 812.274 $ | -23.630 $ | -2,8 % | 835.904 $ | +216.759 $ | +35,0 % |
| CORTLAND ASSOCIATES INC/MO | 775.000 $ | -164.000 $ | -17,5 % | 939.000 $ | -438.000 $ | -31,8 % | ||||||
| LOCKERMAN FINANCIAL GROUP, INC. | 937.577 $ | +115.484 $ | +14,0 % | 822.093 $ | -13.116 $ | -1,6 % | 835.209 $ | +26.020 $ | +3,2 % | |||
| Tradewinds Capital Management, LLC | 187.279 $ | -138.762 $ | -42,6 % | 326.041 $ | -611.446 $ | -65,2 % | 937.487 $ | +501 $ | +0,1 % | 936.986 $ | +744.896 $ | +387,8 % |
| GW HENSSLER & ASSOCIATES LTD | 936.687 $ | +1.897 $ | +0,2 % | 934.790 $ | +115.900 $ | +14,2 % | 818.890 $ | -93.177 $ | -10,2 % | 912.067 $ | +23.498 $ | +2,6 % |
| Financial Security Advisor, Inc. | 581.665 $ | -352.096 $ | -37,7 % | 933.761 $ | +333.747 $ | +55,6 % | 600.014 $ | +24.466 $ | +4,3 % | 575.548 $ | ||
| Weaver Consulting Group | 872.636 $ | -55.455 $ | -6,0 % | 928.091 $ | +138.114 $ | +17,5 % | 789.977 $ | +165.416 $ | +26,5 % | 624.561 $ | +10.847 $ | +1,8 % |
| FOSTER & MOTLEY INC | 612.000 $ | +86.000 $ | +16,3 % | 526.000 $ | -402.000 $ | -43,3 % | 928.000 $ | +265.000 $ | +40,0 % | |||
| McLaughlin Asset Management, Inc. | 927.479 $ | +521.237 $ | +128,3 % | 406.242 $ | ||||||||
| Sound Income Strategies, LLC | 308.531 $ | -609.798 $ | -66,4 % | 918.329 $ | +587.526 $ | +177,6 % | 330.803 $ | -72.066 $ | -17,9 % | 402.869 $ | +205.145 $ | +103,8 % |
| Abundance Wealth Counselors | 916.389 $ | +31.854 $ | +3,6 % | |||||||||
| WESPAC Advisors SoCal, LLC | 357.287 $ | -18.812 $ | -5,0 % | 376.099 $ | -350.216 $ | -48,2 % | 726.315 $ | -189.552 $ | -20,7 % | 915.867 $ | +148.114 $ | +19,3 % |
| Ethos Financial Group, LLC | 913.804 $ | -32.106 $ | -3,4 % | |||||||||
| Corundum Group, Inc. | 900.897 $ | -12.605 $ | -1,4 % | 913.502 $ | +36.395 $ | +4,1 % | 877.107 $ | |||||
| SARD WEALTH MANAGEMENT GROUP, LLC | 912.172 $ | +5.050 $ | +0,6 % | 907.122 $ | +105.615 $ | +13,2 % | 801.507 $ | -12.993 $ | -1,6 % | 814.500 $ | +22.811 $ | +2,9 % |
| Brookwood Investment Group LLC | 740.685 $ | -171.148 $ | -18,8 % | 911.833 $ | +287.473 $ | +46,0 % | 624.360 $ | -217.972 $ | -25,9 % | |||
| Briggs Wealth Management, Inc | 911.787 $ | +408.663 $ | +81,2 % | 503.124 $ | ||||||||
| LANDMARK WEALTH MANAGEMENT, INC. | 828.269 $ | -3.829 $ | -0,5 % | 832.098 $ | -77.112 $ | -8,5 % | 909.210 $ | +7.908 $ | +0,9 % | 901.302 $ | +38.026 $ | +4,4 % |
| James J. Burns & Company, LLC | 905.726 $ | +12.586 $ | +1,4 % | 893.140 $ | +35.800 $ | +4,2 % | 857.340 $ | +20.679 $ | +2,5 % | 836.661 $ | +84.349 $ | +11,2 % |
| Smithfield Trust Co | 904.000 $ | +94.000 $ | +11,6 % | 810.000 $ | +21.000 $ | +2,7 % | 789.000 $ | +51.000 $ | +6,9 % | |||
| Providence Capital Advisors, LLC | 901.473 $ | +104.888 $ | +13,2 % | 796.585 $ | -9.715 $ | -1,2 % | 806.300 $ | +22.598 $ | +2,9 % | |||
| Prosperitas Financial LLC | 896.245 $ | +25.659 $ | +2,9 % | 870.586 $ | +248.121 $ | +39,9 % | 622.465 $ | +247.402 $ | +66,0 % | 375.063 $ | +69.799 $ | +22,9 % |
| FSA WEALTH PARTNERS, INC. | 891.198 $ | |||||||||||
| ELCO Management Co., LLC | 890.748 $ | +11.398 $ | +1,3 % | 879.350 $ | +111.769 $ | +14,6 % | 767.581 $ | -30.125 $ | -3,8 % | 797.706 $ | +15.439 $ | +2,0 % |
| Sterneck Capital Management, LLC | 889.200 $ | +45.725 $ | +5,4 % | 843.475 $ | +18.373 $ | +2,2 % | 825.102 $ | +233.687 $ | +39,5 % | |||
| S.A. Mason LLC | 360.195 $ | -528.601 $ | -59,5 % | 888.796 $ | +119.682 $ | +15,6 % | 769.114 $ | -109.923 $ | -12,5 % | 879.037 $ | +84.140 $ | +10,6 % |
| WealthShield Partners, LLC | 887.722 $ | +1.985 $ | +0,2 % | 885.737 $ | +23.413 $ | +2,7 % | ||||||
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 811.117 $ | -75.126 $ | -8,5 % | 886.243 $ | +81.530 $ | +10,1 % | 804.713 $ | -17.058 $ | -2,1 % | 821.771 $ | -11.856 $ | -1,4 % |
| LongView Wealth Management | 292.950 $ | -586.467 $ | -66,7 % | 879.417 $ | +58.656 $ | +7,1 % | ||||||
| bLong Financial, LLC | 879.399 $ | +1.781 $ | +0,2 % | 877.618 $ | +108.812 $ | +14,2 % | 768.806 $ | -14.443 $ | -1,8 % | 783.249 $ | +20.180 $ | +2,6 % |
| MN Wealth Advisors, LLC | 829.001 $ | -32.426 $ | -3,8 % | 861.427 $ | -15.301 $ | -1,7 % | 876.728 $ | +41.821 $ | +5,0 % | 834.907 $ | +49.703 $ | +6,3 % |
| Grey Ledge Advisors, LLC | 876.414 $ | +6.641 $ | +0,8 % | 869.773 $ | +111.399 $ | +14,7 % | 758.374 $ | -22.465 $ | -2,9 % | 780.839 $ | +23.618 $ | +3,1 % |
| Whalen Wealth Management Inc. | 698.029 $ | -176.349 $ | -20,2 % | 874.378 $ | -116.113 $ | -11,7 % | ||||||
| Synergy Investment Management, LLC | 869.166 $ | +200.845 $ | +30,1 % | 668.321 $ | +438.409 $ | +190,7 % | 229.912 $ | +3.994 $ | +1,8 % | |||
| Centric Wealth Management | 867.748 $ | +0 $ | +0,0 % | 867.748 $ | +29.596 $ | +3,5 % | 838.152 $ | +215.312 $ | +34,6 % | |||
| Able Wealth Management LLC | 450.677 $ | +42.796 $ | +10,5 % | 407.881 $ | -422.799 $ | -50,9 % | 830.680 $ | -35.348 $ | -4,1 % | 866.028 $ | +28.006 $ | +3,3 % |
| Foster Victor Wealth Advisors, LLC | 861.706 $ | +92.769 $ | +12,1 % | 768.937 $ | +56.906 $ | +8,0 % | 712.031 $ | +11.950 $ | +1,7 % | 700.081 $ | +34.055 $ | +5,1 % |
| JM2 Capital Inc. | 861.269 $ | +27.972 $ | +3,4 % | 833.297 $ | +52.412 $ | +6,7 % | 780.885 $ | +3.264 $ | +0,4 % | 777.621 $ | ||
| Revisor Wealth Management LLC | 860.712 $ | +8.072 $ | +0,9 % | 852.640 $ | +105.715 $ | +14,2 % | 746.925 $ | -36.327 $ | -4,6 % | 783.252 $ | +40.172 $ | +5,4 % |
| HICKS CAPITAL MANAGEMENT LLC | 858.458 $ | +0 $ | +0,0 % | 858.458 $ | +101.991 $ | +13,5 % | 756.467 $ | -43.079 $ | -5,4 % | 799.546 $ | +17.625 $ | +2,3 % |
| Allied Investment Advisors, LLC | 853.236 $ | +15.354 $ | +1,8 % | 837.882 $ | +288.188 $ | +52,4 % | 549.694 $ | -25.272 $ | -4,4 % | 574.966 $ | +13.411 $ | +2,4 % |
| Boston Trust Walden Corp | 850.115 $ | +105.402 $ | +14,2 % | 744.713 $ | -107.937 $ | -12,7 % | 852.650 $ | +21.968 $ | +2,6 % | |||
| Trek Financial, LLC | 221.261 $ | -518.044 $ | -70,1 % | 739.305 $ | -109.356 $ | -12,9 % | 848.661 $ | +28.707 $ | +3,5 % | |||
| Evolution Advisers, Inc. | 846.000 $ | +122.000 $ | +16,9 % | 724.000 $ | -56.000 $ | -7,2 % | 780.000 $ | +59.000 $ | +8,2 % | |||
| M1 Capital Management LLC | 793.752 $ | +100.698 $ | +14,5 % | 693.054 $ | -152.395 $ | -18,0 % | 845.449 $ | -32.833 $ | -3,7 % | |||
| Kachkovsky & Fisher, Inc. | 513.203 $ | -330.904 $ | -39,2 % | 844.107 $ | ||||||||
| SWF LLC | 843.432 $ | +3.664 $ | +0,4 % | 839.768 $ | +46.620 $ | +5,9 % | 793.148 $ | +110.293 $ | +16,2 % | 682.855 $ | +223.391 $ | +48,6 % |
| Sovran Advisors, LLC | 841.646 $ | +22.564 $ | +2,8 % | 819.082 $ | +70.071 $ | +9,4 % | 749.011 $ | +128.659 $ | +20,7 % | 620.352 $ | +59.106 $ | +10,5 % |
| CONDOR CAPITAL MANAGEMENT | 838.022 $ | +11.002 $ | +1,3 % | 827.020 $ | +111.325 $ | +15,6 % | 715.695 $ | -32.903 $ | -4,4 % | 748.598 $ | +17.461 $ | +2,4 % |
| DONALDSON CAPITAL MANAGEMENT, LLC | 628.906 $ | +95.203 $ | +17,8 % | 533.703 $ | -302.693 $ | -36,2 % | 836.396 $ | +37.110 $ | +4,6 % | |||
| Pinion Investment Advisors, LLC | 832.415 $ | +8.281 $ | +1,0 % | 824.134 $ | +45.127 $ | +5,8 % | 779.007 $ | -34.010 $ | -4,2 % | 813.017 $ | +2.937 $ | +0,4 % |
| RETIREMENT INCOME SOLUTIONS, INC | 830.756 $ | +0 $ | +0,0 % | 830.756 $ | +10.108 $ | +1,2 % | 820.648 $ | +28.080 $ | +3,5 % | |||
| ROGCO, LP | 354.666 $ | +23.756 $ | +7,2 % | 330.910 $ | -498.581 $ | -60,1 % | 829.491 $ | |||||
| Icon Wealth Advisors, LLC | 828.290 $ | +89.066 $ | +12,0 % | 739.224 $ | -1.365.061 $ | -64,9 % | ||||||
| SFMG, LLC | 826.826 $ | +111.465 $ | +15,6 % | 715.361 $ | -32.721 $ | -4,4 % | 748.082 $ | +10.640 $ | +1,4 % | |||
| Cape Investment Advisory, Inc. | 825.388 $ | +301 $ | +0,0 % | 825.087 $ | +195.123 $ | +31,0 % | 629.964 $ | -42.038 $ | -6,3 % | 672.002 $ | -9.550 $ | -1,4 % |
| First County Bank /CT/ | 769.787 $ | -54.601 $ | -6,6 % | 824.388 $ | +139.406 $ | +20,4 % | 684.982 $ | +18.031 $ | +2,7 % | 666.951 $ | -4.436 $ | -0,7 % |
| SILVERLAKE WEALTH MANAGEMENT LLC | 823.158 $ | +148.632 $ | +22,0 % | 674.526 $ | +397.332 $ | +143,3 % | 277.194 $ | -337.240 $ | -54,9 % | |||
| Net Worth Advisory Group | 821.703 $ | +11.933 $ | +1,5 % | 809.770 $ | +92.463 $ | +12,9 % | 717.307 $ | -14.635 $ | -2,0 % | 731.942 $ | ||
| Chokshi & Queen Wealth Advisors, Inc | 817.141 $ | +16.772 $ | +2,1 % | 800.369 $ | +13.901 $ | +1,8 % | ||||||
| Darrow Company, Inc. | 814.265 $ | +3.537 $ | +0,4 % | 810.728 $ | +45.009 $ | +5,9 % | 765.719 $ | +16.706 $ | +2,2 % | 749.013 $ | -34.232 $ | -4,4 % |
| Third View Private Wealth, LLC | 795.669 $ | -16.136 $ | -2,0 % | 811.805 $ | +92.613 $ | +12,9 % | 719.192 $ | +30.071 $ | +4,4 % | 689.121 $ | ||
| Dunhill Financial, LLC | 804.339 $ | +52.567 $ | +7,0 % | 751.772 $ | +451.244 $ | +150,2 % | 300.528 $ | +234.816 $ | +357,3 % | |||
| Cooke Wealth Management, LLC | 803.559 $ | +7.653 $ | +1,0 % | 795.906 $ | +221.789 $ | +38,6 % | 574.117 $ | +221.167 $ | +62,7 % | 352.950 $ | ||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 802.083 $ | +410.607 $ | +104,9 % | 391.476 $ | -3.060 $ | -0,8 % | 394.536 $ | -81.194 $ | -17,1 % | |||
| Planning Project LLC | 793.656 $ | |||||||||||
| BLUEDOOR PRIVATE WEALTH, LLC | 777.902 $ | -10.044 $ | -1,3 % | 787.946 $ | +17.405 $ | +2,3 % | 770.541 $ | +13.273 $ | +1,8 % | 757.268 $ | ||
| McAdam, LLC | 578.195 $ | -204.084 $ | -26,1 % | 782.279 $ | +454.417 $ | +138,6 % | 327.862 $ | -6.159 $ | -1,8 % | 334.021 $ | +8.606 $ | +2,6 % |
| FIRST TRUST ADVISORS LP | 780.101 $ | +151.891 $ | +24,2 % | 628.210 $ | -32.615 $ | -4,9 % | 660.825 $ | +17.332 $ | +2,7 % | |||
| MSH Capital Advisors LLC | 400.965 $ | -81.226 $ | -16,8 % | 482.191 $ | -215.606 $ | -30,9 % | 697.797 $ | -81.540 $ | -10,5 % | 779.337 $ | -14.785 $ | -1,9 % |
| DAHRING | CUSMANO LLC | 774.918 $ | |||||||||||
| Vickerman Investment Advisors, Inc. | 774.072 $ | +508.877 $ | +191,9 % | 265.195 $ | -85.459 $ | -24,4 % | 350.654 $ | -21.746 $ | -5,8 % | |||
| Dentgroup LLC | 772.975 $ | +97.752 $ | +14,5 % | |||||||||
| RKL Wealth Management LLC | 770.186 $ | +57.622 $ | +8,1 % | 712.564 $ | +91.105 $ | +14,7 % | 621.459 $ | +18.260 $ | +3,0 % | 603.199 $ | +17.336 $ | +3,0 % |
| MidWestOne Financial Group, Inc. | 769.389 $ | +24.164 $ | +3,2 % | |||||||||
| Continuum Advisory, LLC | 768.032 $ | +552.821 $ | +256,9 % | 215.211 $ | +8.305 $ | +4,0 % | 206.906 $ | |||||
| FLYWHEEL PRIVATE WEALTH LLC | 768.029 $ | |||||||||||
| Manchester Capital Management LLC | 766.785 $ | +766.251 $ | +143.492,7 % | |||||||||
| 1015 Capital Partners, LLC | 765.757 $ | +127.192 $ | +19,9 % | 638.565 $ | +112.133 $ | +21,3 % | 526.432 $ | |||||
| Abound Wealth Management | 759.408 $ | +2.201 $ | +0,3 % | 757.207 $ | -8.046 $ | -1,1 % | 765.253 $ | +109.439 $ | +16,7 % | 655.814 $ | +103.396 $ | +18,7 % |
| BOYUM WEALTH ARCHITECTS LLC | 264.646 $ | +1.689 $ | +0,6 % | 262.957 $ | +11.364 $ | +4,5 % | 251.593 $ | -513.415 $ | -67,1 % | 765.008 $ | ||
| National Wealth Management Group, LLC | 764.240 $ | +880 $ | +0,1 % | 763.360 $ | +95.304 $ | +14,3 % | 668.056 $ | -11.859 $ | -1,7 % | 679.915 $ | +18.129 $ | +2,7 % |
| Traction Financial Partners, LLC | 763.189 $ | +244.908 $ | +47,3 % | 518.281 $ | -45.337 $ | -8,0 % | 563.618 $ | +11.987 $ | +2,2 % | |||
| GAMMA Investing LLC | 762.446 $ | +3.099 $ | +0,4 % | 759.347 $ | +753.690 $ | +13.323,1 % | 5.657 $ | -125.158 $ | -95,7 % | 130.815 $ | +2.625 $ | +2,0 % |
| TBH Global Asset Management, LLC | 334.526 $ | -186.439 $ | -35,8 % | 520.965 $ | -237.778 $ | -31,3 % | 758.743 $ | +398.168 $ | +110,4 % | 360.575 $ | ||
| BIRCH FINANCIAL GROUP, LLC | 746.298 $ | -9.974 $ | -1,3 % | 756.272 $ | +553.630 $ | +273,2 % | 202.642 $ | -936 $ | -0,5 % | 203.578 $ | +1.037 $ | +0,5 % |
| Significant Wealth Partners LLC | 753.932 $ | +87.867 $ | +13,2 % | 666.065 $ | +5.444 $ | +0,8 % | 660.621 $ | +16.080 $ | +2,5 % | |||
| PATTEN & PATTEN INC/TN | 753.565 $ | +213.404 $ | +39,5 % | 540.161 $ | +54.670 $ | +11,3 % | 485.491 $ | -32.491 $ | -6,3 % | 517.982 $ | -18.234 $ | -3,4 % |
| Kinetic Wealth Investment Advisors LLC | 752.435 $ | |||||||||||
| KRM WEALTH MANAGEMENT L.L.C. | 668.233 $ | -83.933 $ | -11,2 % | 752.166 $ | +94.870 $ | +14,4 % | 657.296 $ | -60.142 $ | -8,4 % | 717.438 $ | ||
| Santori & Peters, Inc. | 751.764 $ | +63.495 $ | +9,2 % | 688.269 $ | +21.816 $ | +3,3 % | 666.453 $ | |||||
| Eastover Investment Advisors LLC | 708.992 $ | -40.809 $ | -5,4 % | 749.801 $ | +18.249 $ | +2,5 % | 731.552 $ | +15.961 $ | +2,2 % | 715.591 $ | +33.047 $ | +4,8 % |
| CHAPMAN FINANCIAL GROUP, LLC | 749.556 $ | +1.722 $ | +0,2 % | 747.834 $ | +89.304 $ | +13,6 % | 658.530 $ | -10.871 $ | -1,6 % | 669.401 $ | -45.233 $ | -6,3 % |
| Legacy Private Trust Co. | 748.857 $ | +373.173 $ | +99,3 % | 375.684 $ | +46.579 $ | +14,2 % | 329.105 $ | -333.948 $ | -50,4 % | 663.053 $ | ||
| TILIA FIDUCIARY PARTNERS, INC. | 484.640 $ | -262.669 $ | -35,1 % | 747.309 $ | +37.461 $ | +5,3 % | 709.848 $ | -11.846 $ | -1,6 % | 721.694 $ | +11.195 $ | +1,6 % |
| NTV ASSET MANAGEMENT LLC | 738.638 $ | +5.518 $ | +0,8 % | 733.120 $ | +93.805 $ | +14,7 % | 639.315 $ | -6.001 $ | -0,9 % | 645.316 $ | +19.694 $ | +3,1 % |
| Willis Johnson Wealth, Inc. | 733.768 $ | -4.042 $ | -0,5 % | 737.810 $ | +12.389 $ | +1,7 % | ||||||
| Bulwark Capital Corp | 525.952 $ | -211.028 $ | -28,6 % | 736.980 $ | +148.181 $ | +25,2 % | 588.799 $ | +49.324 $ | +9,1 % | 539.475 $ | ||
| Rollins Financial Advisors, LLC | 735.731 $ | +135.779 $ | +22,6 % | 599.952 $ | +76.523 $ | +14,6 % | 523.429 $ | -7.834 $ | -1,5 % | |||
| ORBA Wealth Advisors, L.L.C. | 735.183 $ | +42.603 $ | +6,2 % | 692.580 $ | ||||||||
| WBH ADVISORY INC | 731.825 $ | +1.482 $ | +0,2 % | 730.343 $ | +86.271 $ | +13,4 % | 644.072 $ | -7.738 $ | -1,2 % | 651.810 $ | +16.794 $ | +2,6 % |
| Goelzer Investment Management, Inc. | 338.028 $ | -386.870 $ | -53,4 % | 724.898 $ | ||||||||
| Nicht ausgewiesen | 719.698 $ | |||||||||||
| Prospera Capital Management, LLC | 716.827 $ | +360.018 $ | +100,9 % | 356.809 $ | ||||||||
| TI-TRUST, INC | 675.418 $ | -38.246 $ | -5,4 % | 713.664 $ | +73.640 $ | +11,5 % | 640.024 $ | -47.852 $ | -7,0 % | 687.876 $ | -21.619 $ | -3,0 % |
| Fairman Group, LLC | 711.024 $ | -2.400 $ | -0,3 % | 713.424 $ | +81.873 $ | +13,0 % | 631.551 $ | -1.803 $ | -0,3 % | 633.354 $ | +18.543 $ | +3,0 % |
| One Day In July LLC | 521.773 $ | -190.503 $ | -26,7 % | 712.276 $ | +267.193 $ | +60,0 % | 445.083 $ | +193.619 $ | +77,0 % | 251.464 $ | ||
| TRAPHAGEN INVESTMENT ADVISORS LLC | 710.978 $ | +2.963 $ | +0,4 % | 708.015 $ | +89.311 $ | +14,4 % | 618.704 $ | -10.047 $ | -1,6 % | 628.751 $ | +17.617 $ | +2,9 % |
| Texas Bank & Trust Co | 585.112 $ | -120.595 $ | -17,1 % | 705.707 $ | +6.649 $ | +1,0 % | 699.058 $ | +202.916 $ | +40,9 % | 496.142 $ | +12.783 $ | +2,6 % |
| Berkeley, Inc | 627.096 $ | -73.847 $ | -10,5 % | 700.943 $ | +97.673 $ | +16,2 % | 603.270 $ | +22.219 $ | +3,8 % | 581.051 $ | +13.053 $ | +2,3 % |
| Holcombe Financial, Inc. | 677.503 $ | -20.394 $ | -2,9 % | 697.897 $ | +52.127 $ | +8,1 % | 645.770 $ | +23.573 $ | +3,8 % | 622.197 $ | +25.663 $ | +4,3 % |
| Pine Valley Investments Ltd Liability Co | 697.022 $ | +73.052 $ | +11,7 % | 623.970 $ | +3.069 $ | +0,5 % | 620.901 $ | +19.988 $ | +3,3 % | |||
| Atlas Wealth LLC | 695.348 $ | +78.320 $ | +12,7 % | 617.028 $ | +16.800 $ | +2,8 % | 600.228 $ | +16.379 $ | +2,8 % | |||
| SmartHarvest Portfolios, LLC | 455.064 $ | -236.877 $ | -34,2 % | 691.941 $ | +35.018 $ | +5,3 % | 656.923 $ | +257.467 $ | +64,5 % | 399.456 $ | ||
| HOWE & RUSLING INC | 691.040 $ | +276.947 $ | +66,9 % | 414.093 $ | +8.894 $ | +2,2 % | 405.199 $ | +14.301 $ | +3,7 % | |||
| Bull Oak Capital, LLC | 688.169 $ | +3.277 $ | +0,5 % | 684.892 $ | +183.117 $ | +36,5 % | 501.775 $ | +901 $ | +0,2 % | 500.874 $ | +16.439 $ | +3,4 % |
| Williams Jones Wealth Management, LLC. | 687.178 $ | |||||||||||
| Salomon & Ludwin, LLC | 653.054 $ | -26.429 $ | -3,9 % | 679.483 $ | +58.261 $ | +9,4 % | 621.222 $ | -25.649 $ | -4,0 % | 646.871 $ | +5.979 $ | +0,9 % |
| Mokosak Advisory Group, LLC | 656.150 $ | -11.478 $ | -1,7 % | 667.628 $ | +79.488 $ | +13,5 % | 588.140 $ | +7.163 $ | +1,2 % | 580.977 $ | +15.843 $ | +2,8 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 628.704 $ | -33.996 $ | -5,1 % | 662.700 $ | +99.935 $ | +17,8 % | 562.765 $ | +19.953 $ | +3,7 % | |||
| RICHARDS, MERRILL & PETERSON, INC. | 649.681 $ | -12.434 $ | -1,9 % | 662.115 $ | +58.056 $ | +9,6 % | 604.059 $ | +21.326 $ | +3,7 % | 582.733 $ | ||
| Catawba River Capital | 657.931 $ | +169.173 $ | +34,6 % | 488.758 $ | +16.594 $ | +3,5 % | 472.164 $ | |||||
| Newton One Investments LLC | 647.908 $ | -9.621 $ | -1,5 % | 657.529 $ | +83.122 $ | +14,5 % | 574.407 $ | +20.737 $ | +3,7 % | 553.670 $ | +20.289 $ | +3,8 % |
| CENTRAL VALLEY ADVISORS, LLC | 605.854 $ | -50.718 $ | -7,7 % | 656.572 $ | +80.938 $ | +14,1 % | 575.634 $ | |||||
| Golden State Wealth Management, LLC | 450.341 $ | -3.882 $ | -0,9 % | 454.223 $ | +47.270 $ | +11,6 % | 406.953 $ | -244.138 $ | -37,5 % | 651.091 $ | -68.340 $ | -9,5 % |
| ROTHSCHILD INVESTMENT LLC | 649.276 $ | +75.225 $ | +13,1 % | 574.051 $ | -74.342 $ | -11,5 % | 648.393 $ | +220.758 $ | +51,6 % | |||
| BASSO CAPITAL MANAGEMENT, L.P. | 649.000 $ | -118 $ | -0,0 % | 649.118 $ | +77.290 $ | +13,5 % | 571.828 $ | +22.066 $ | +4,0 % | 549.762 $ | +22.420 $ | +4,3 % |
| Waldron Private Wealth LLC | 646.855 $ | +8.491 $ | +1,3 % | 638.364 $ | +85.931 $ | +15,6 % | 552.433 $ | -19.835 $ | -3,5 % | 572.268 $ | +13.348 $ | +2,4 % |
| Wright Wealth LLC | 645.083 $ | +67.033 $ | +11,6 % | 578.050 $ | +80.504 $ | +16,2 % | 497.546 $ | |||||
| Coppell Advisory Solutions LLC | 644.460 $ | +241.818 $ | +60,1 % | |||||||||
| Rockingstone Advisors LLC | 641.934 $ | +79.591 $ | +14,2 % | 562.343 $ | -10.564 $ | -1,8 % | 572.907 $ | +14.761 $ | +2,6 % | |||
| FARMERS & MERCHANTS INVESTMENTS INC | 640.598 $ | +509.382 $ | +388,2 % | 131.216 $ | +4.443 $ | +3,5 % | 126.773 $ | -1.426 $ | -1,1 % | 128.199 $ | +7.141 $ | +5,9 % |
| CIBC WORLD MARKET INC. | 638.055 $ | +73.369 $ | +13,0 % | 564.686 $ | +65.293 $ | +13,1 % | 499.393 $ | |||||
| Odyssey Group, LLC | 637.721 $ | |||||||||||
| Kohmann Bosshard Financial Services, LLC | 506.225 $ | +6.646 $ | +1,3 % | 499.579 $ | +67.249 $ | +15,6 % | 432.330 $ | -202.638 $ | -31,9 % | 634.968 $ | +144.847 $ | +29,6 % |
| Talisman Wealth Advisors LLC | 631.934 $ | +350.052 $ | +124,2 % | 281.882 $ | ||||||||
| CORRECT CAPITAL WEALTH MANAGEMENT | 600.153 $ | -31.254 $ | -4,9 % | 631.407 $ | +67.296 $ | +11,9 % | 564.111 $ | +26.286 $ | +4,9 % | 537.825 $ | +12.014 $ | +2,3 % |
| ALTFEST L J & CO INC | 630.421 $ | +241.852 $ | +62,2 % | 388.569 $ | +23.101 $ | +6,3 % | 365.468 $ | +12.228 $ | +3,5 % | 353.240 $ | +40.846 $ | +13,1 % |
| Gibbs Wealth Management | 542.468 $ | -87.932 $ | -13,9 % | 630.400 $ | +156.153 $ | +32,9 % | 474.247 $ | -23.391 $ | -4,7 % | 497.638 $ | +25.811 $ | +5,5 % |
| Holistic Financial Partners | 623.667 $ | +69.565 $ | +12,6 % | 554.102 $ | +2.685 $ | +0,5 % | 551.417 $ | +216.031 $ | +64,4 % | |||
| Haven Private, LLC | 482.908 $ | -134.288 $ | -21,8 % | 617.196 $ | ||||||||
| SHEETS SMITH WEALTH MANAGEMENT | 612.601 $ | +2.805 $ | +0,5 % | 609.796 $ | +59.650 $ | +10,8 % | 550.146 $ | +8.482 $ | +1,6 % | 541.664 $ | +19.381 $ | +3,7 % |
| Brindle & Bay Financial Advisors, LLC | 606.367 $ | +9.930 $ | +1,7 % | 596.437 $ | +99.336 $ | +20,0 % | 497.101 $ | -27.299 $ | -5,2 % | 524.400 $ | ||
| MTM Investment Management, LLC | 604.376 $ | -1.355 $ | -0,2 % | 605.731 $ | +77.811 $ | +14,7 % | 527.920 $ | -4.456 $ | -0,8 % | 532.376 $ | +14.122 $ | +2,7 % |
| Blue Fin Capital, Inc. | 604.539 $ | |||||||||||
| Ifrah Financial Services, Inc. | 584.600 $ | -13.842 $ | -2,3 % | 598.442 $ | +33.431 $ | +5,9 % | 565.011 $ | +148.248 $ | +35,6 % | 416.763 $ | +7.367 $ | +1,8 % |
| Hamilton Capital, LLC | 598.430 $ | +1.211 $ | +0,2 % | 597.219 $ | +74.047 $ | +14,2 % | 523.172 $ | |||||
| Bell Investment Advisors, Inc | 596.880 $ | +1.429 $ | +0,2 % | 595.451 $ | +64.551 $ | +12,2 % | 530.900 $ | +7.136 $ | +1,4 % | 523.764 $ | -86.033 $ | -14,1 % |
| PCG Wealth Advisors, LLC | 586.232 $ | +78.913 $ | +15,6 % | 507.319 $ | -23.323 $ | -4,4 % | 530.642 $ | +12.377 $ | +2,4 % | |||
| One Charles Private Wealth Services, LLC | 494.661 $ | -22.477 $ | -4,3 % | 517.138 $ | -67.740 $ | -11,6 % | 584.878 $ | +44.305 $ | +8,2 % | |||
| Investors Research Corp | 582.267 $ | +96.834 $ | +19,9 % | 485.433 $ | +48.869 $ | +11,2 % | 436.564 $ | -25.986 $ | -5,6 % | 462.550 $ | +14.618 $ | +3,3 % |
| NWK Group, Inc. | 582.197 $ | +62.051 $ | +11,9 % | 520.146 $ | +24.237 $ | +4,9 % | 495.909 $ | +74.934 $ | +17,8 % | |||
| WARNER FINANCIAL, INC | 581.855 $ | +11.303 $ | +2,0 % | 570.552 $ | +57.552 $ | +11,2 % | 513.000 $ | +76.000 $ | +17,4 % | 437.000 $ | +19.000 $ | +4,5 % |
| Steele Capital Management, Inc. | 581.026 $ | -106 $ | -0,0 % | 581.132 $ | +69.195 $ | +13,5 % | 511.937 $ | +19.755 $ | +4,0 % | 492.182 $ | +20.072 $ | +4,3 % |
| OXFORD FINANCIAL GROUP, LTD. LLC | 579.390 $ | +92.852 $ | +19,1 % | 486.538 $ | +9.642 $ | +2,0 % | 476.896 $ | -305.700 $ | -39,1 % | |||
| BECKER CAPITAL MANAGEMENT INC | 577.596 $ | +77.751 $ | +15,6 % | 499.845 $ | -22.980 $ | -4,4 % | 522.825 $ | +12.195 $ | +2,4 % | |||
| Capital Management Associates, Inc | 523.127 $ | -48.889 $ | -8,5 % | 572.016 $ | +77.876 $ | +15,8 % | 494.140 $ | -19.607 $ | -3,8 % | 513.747 $ | -661 $ | -0,1 % |
| Keystone Wealth Services, LLC | 566.794 $ | +3.555 $ | +0,6 % | 563.239 $ | +69.834 $ | +14,2 % | 493.405 $ | -9.269 $ | -1,8 % | 502.674 $ | +12.951 $ | +2,6 % |
| Sovereign Investment Advisors, LLC | 565.017 $ | +76.923 $ | +15,8 % | 488.094 $ | +101.704 $ | +26,3 % | 386.390 $ | -83.383 $ | -17,7 % | |||
| Peak Retirement Planning, Inc. | 562.697 $ | +242.969 $ | +76,0 % | 319.728 $ | -5.192 $ | -1,6 % | 324.920 $ | +9.107 $ | +2,9 % | |||
| RIVERBRIDGE PARTNERS LLC | 562.044 $ | +5.231 $ | +0,9 % | 556.813 $ | +25.853 $ | +4,9 % | 530.960 $ | |||||
| Orgel Wealth Management, LLC | 559.230 $ | +4.663 $ | +0,8 % | 554.567 $ | +250.092 $ | +82,1 % | 304.475 $ | +11.750 $ | +4,0 % | 292.725 $ | +11.937 $ | +4,3 % |
| Stegent Equity Advisors, Inc. | 524.846 $ | -33.354 $ | -6,0 % | 558.200 $ | +75.995 $ | +15,8 % | 482.205 $ | +9.898 $ | +2,1 % | 472.307 $ | +8.202 $ | +1,8 % |
| Sharkey, Howes & Javer | 556.791 $ | +7.310 $ | +1,3 % | 549.481 $ | +133.672 $ | +32,1 % | 415.809 $ | -18.081 $ | -4,2 % | 433.890 $ | +11.024 $ | +2,6 % |
| Compass Wealth Management, LLC/GA | 554.907 $ | +1.148 $ | +0,2 % | 553.759 $ | +66.932 $ | +13,7 % | 486.827 $ | +19.811 $ | +4,2 % | 467.016 $ | +19.997 $ | +4,5 % |
| HWG Holdings LP | 554.851 $ | +4.119 $ | +0,7 % | 550.732 $ | +70.439 $ | +14,7 % | 480.293 $ | -68.334 $ | -12,5 % | 548.627 $ | +17.429 $ | +3,3 % |
| Smith & Howard Wealth Management, LLC | 554.275 $ | |||||||||||
| Blueprint Investment Partners LLC | 552.999 $ | +12.960 $ | +2,4 % | 540.039 $ | ||||||||
| Gryphon Financial Partners LLC | 535.903 $ | -16.255 $ | -2,9 % | 552.158 $ | +259.517 $ | +88,7 % | 292.641 $ | +13.636 $ | +4,9 % | 279.005 $ | +6.232 $ | +2,3 % |
| CAMBIENT FAMILY OFFICE, LLC | 550.148 $ | +219.912 $ | +66,6 % | 330.236 $ | +15.388 $ | +4,9 % | 314.848 $ | |||||
| August Group Capital Ltd | 547.114 $ | |||||||||||
| Shared Vision Wealth Group LLC | 543.508 $ | +73.162 $ | +15,6 % | 470.346 $ | -30.644 $ | -6,1 % | 500.990 $ | -28.264 $ | -5,3 % | |||
| BTG Pactual Asset Management US LLC | 543.407 $ | +30.336 $ | +5,9 % | 513.071 $ | ||||||||
| Luminvest Wealth Management LLC | 541.507 $ | +6.929 $ | +1,3 % | 534.578 $ | +49.628 $ | +10,2 % | 484.950 $ | |||||
| Intentional Wealth Strategies, LLC | 540.384 $ | +39.788 $ | +7,9 % | 500.596 $ | ||||||||
| GREENLEAF TRUST | 383.870 $ | -155.429 $ | -28,8 % | 539.299 $ | ||||||||
| HORIZON FINANCIAL SERVICES, LLC | 535.285 $ | +109.611 $ | +25,7 % | 425.674 $ | +41.667 $ | +10,9 % | 384.007 $ | +384.007 $ | 0 $ | +0 $ | ||
| Granite Bay Wealth Management, LLC | 534.000 $ | +34.120 $ | +6,8 % | 499.880 $ | +25.427 $ | +5,4 % | 474.453 $ | +24.119 $ | +5,4 % | |||
| VISTA FINANCE, LLC | 531.987 $ | +65.959 $ | +14,2 % | 466.028 $ | -8.755 $ | -1,8 % | 474.783 $ | +12.232 $ | +2,6 % | |||
| Patten Group, Inc. | 529.665 $ | |||||||||||
| RFG HOLDINGS, INC. | 529.436 $ | +5.092 $ | +1,0 % | 524.344 $ | +246.301 $ | +88,6 % | 278.043 $ | -19.713 $ | -6,6 % | 297.756 $ | +7.671 $ | +2,6 % |
| Roble, Belko & Company, Inc | 529.000 $ | +40.000 $ | +8,2 % | 489.000 $ | +9.000 $ | +1,9 % | 480.000 $ | +23.000 $ | +5,0 % | |||
| Exit Wealth Advisors, LLC. | 527.485 $ | +55.853 $ | +11,8 % | 471.632 $ | +26.949 $ | +6,1 % | 444.683 $ | +31.862 $ | +7,7 % | |||
| Lewis Asset Management, LLC | 525.412 $ | +38.301 $ | +7,9 % | 487.111 $ | +56.974 $ | +13,2 % | 430.137 $ | |||||
| Bill Few Associates, Inc. | 493.011 $ | -31.330 $ | -6,0 % | 524.341 $ | +56.804 $ | +12,1 % | 467.537 $ | +9.596 $ | +2,1 % | 457.941 $ | -243.585 $ | -34,7 % |
| Sunpointe, LLC | 521.614 $ | +264.578 $ | +102,9 % | 257.036 $ | +39.778 $ | +18,3 % | 217.258 $ | -1.687 $ | -0,8 % | 218.945 $ | +8.004 $ | +3,8 % |
| Precision Wealth Strategies, LLC | 512.092 $ | |||||||||||
| DEBUSSY CAPITAL MANAGEMENT LP | 508.523 $ | +20.180 $ | +4,1 % | 488.343 $ | +20.431 $ | +4,4 % | ||||||
| Gaddis Premier Wealth Advisors LLC | 409.902 $ | -98.364 $ | -19,4 % | 508.266 $ | +64.107 $ | +14,4 % | 444.159 $ | -7.200 $ | -1,6 % | 451.359 $ | ||
| LANE BROTHERS & CO INC | 504.947 $ | +301 $ | +0,1 % | 504.646 $ | -1.664 $ | -0,3 % | 506.310 $ | |||||
| Old Mission Investment Co LLC | 496.316 $ | -7.961 $ | -1,6 % | 504.277 $ | +11.576 $ | +2,3 % | 492.701 $ | +26.884 $ | +5,8 % | 465.817 $ | -6.221 $ | -1,3 % |
| Smallwood Wealth Investment Management, LLC | 500.246 $ | -2.099 $ | -0,4 % | 502.345 $ | +245.839 $ | +95,8 % | 256.506 $ | +174.554 $ | +213,0 % | 81.952 $ | +3.233 $ | +4,1 % |
| Wall Capital Group, Inc. | 499.483 $ | +37.954 $ | +8,2 % | 461.529 $ | +109.397 $ | +31,1 % | 352.132 $ | +33.519 $ | +10,5 % | 318.613 $ | ||
| Single Point Partners, LLC | 499.323 $ | +1.011 $ | +0,2 % | 498.312 $ | +61.784 $ | +14,2 % | 436.528 $ | -8.201 $ | -1,8 % | 444.729 $ | +11.458 $ | +2,6 % |
| Elevated Financial Group LLC | 208.802 $ | -244.729 $ | -54,0 % | 453.531 $ | +14.465 $ | +3,3 % | 439.066 $ | -59.504 $ | -11,9 % | 498.570 $ | ||
| Jessup Wealth Management, Inc | 456.234 $ | +2.218 $ | +0,5 % | 454.016 $ | +35.370 $ | +8,4 % | 418.646 $ | -79.557 $ | -16,0 % | 498.203 $ | -245.027 $ | -33,0 % |
| Snowden Capital Advisors LLC | 493.597 $ | +67.804 $ | +15,9 % | 425.793 $ | -66.447 $ | -13,5 % | 492.240 $ | +121.118 $ | +32,6 % | |||
| Monument Capital Management | 489.483 $ | +991 $ | +0,2 % | 488.492 $ | +60.566 $ | +14,2 % | 427.926 $ | -8.039 $ | -1,8 % | 435.965 $ | +11.232 $ | +2,6 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 489.300 $ | |||||||||||
| ORRSTOWN FINANCIAL SERVICES INC | 488.299 $ | +6.410 $ | +1,3 % | 481.889 $ | +64.867 $ | +15,6 % | 417.022 $ | -19.172 $ | -4,4 % | 436.194 $ | -193.784 $ | -30,8 % |
| Bluesphere Advisors LLC | 488.161 $ | +16.080 $ | +3,4 % | 472.081 $ | +10.837 $ | +2,3 % | 461.244 $ | |||||
| EPIQ PARTNERS, LLC | 486.387 $ | +100.055 $ | +25,9 % | 386.332 $ | ||||||||
| Essential Investment Partners LLC | 485.171 $ | +6.369 $ | +1,3 % | 478.802 $ | +64.452 $ | +15,6 % | 414.350 $ | -19.049 $ | -4,4 % | 433.399 $ | ||
| Northwest Bancshares, Inc. | 483.774 $ | +46.683 $ | +10,7 % | 437.091 $ | -310 $ | -0,1 % | 437.401 $ | +9.589 $ | +2,2 % | |||
| Concorde Asset Management, LLC | 248.150 $ | -187.680 $ | -43,1 % | 435.830 $ | -45.670 $ | -9,5 % | 481.500 $ | -47.177 $ | -8,9 % | |||
| GTS FINANCIAL, LLC | 480.852 $ | +138.233 $ | +40,3 % | 342.619 $ | ||||||||
| M. Kulyk & Associates, LLC | 372.743 $ | -107.482 $ | -22,4 % | 480.225 $ | +6.566 $ | +1,4 % | 473.659 $ | +240.869 $ | +103,5 % | |||
| PCM Encore, LLC | 230.228 $ | -249.704 $ | -52,0 % | 479.932 $ | +205.771 $ | +75,1 % | 274.161 $ | |||||
| Perennial Advisors, LLC | 478.941 $ | +4.166 $ | +0,9 % | 474.775 $ | ||||||||
| ALBION FINANCIAL GROUP /UT | 472.518 $ | -3.591 $ | -0,8 % | 476.109 $ | +56.089 $ | +13,4 % | 420.020 $ | -1.761 $ | -0,4 % | 421.781 $ | +10.968 $ | +2,7 % |
| BRIDGES INVESTMENT MANAGEMENT INC | 475.860 $ | +16.148 $ | +3,5 % | 459.712 $ | +222.172 $ | +93,5 % | 237.540 $ | -386.884 $ | -62,0 % | |||
| GENTRY PRIVATE WEALTH, LLC | 475.756 $ | +232.194 $ | +95,3 % | 243.562 $ | +2.418 $ | +1,0 % | 241.144 $ | +5.387 $ | +2,3 % | |||
| Alliance Wealth Management Group | 475.015 $ | +6.236 $ | +1,3 % | 468.779 $ | +63.103 $ | +15,6 % | 405.676 $ | -18.651 $ | -4,4 % | 424.327 $ | +9.898 $ | +2,4 % |
| Towercrest Capital Management | 475.015 $ | +6.236 $ | +1,3 % | 468.779 $ | +63.103 $ | +15,6 % | 405.676 $ | -18.651 $ | -4,4 % | 424.327 $ | +9.898 $ | +2,4 % |
| CLEAR INVESTMENT RESEARCH, LLC | 382.225 $ | -2.465 $ | -0,6 % | 384.690 $ | -89.966 $ | -19,0 % | 474.656 $ | +110.816 $ | +30,5 % | 363.840 $ | -100.020 $ | -21,6 % |
| Colter Lewis Investment Partners LLC | 473.210 $ | +36.865 $ | +8,4 % | 436.345 $ | ||||||||
| Arlington Trust Co LLC | 123.711 $ | -346.594 $ | -73,7 % | 470.305 $ | +30.693 $ | +7,0 % | 439.612 $ | +375.215 $ | +582,7 % | 64.397 $ | +1.431 $ | +2,3 % |
| Regal Investment Advisors LLC | 470.216 $ | +58.300 $ | +14,2 % | 411.916 $ | -7.738 $ | -1,8 % | 419.654 $ | +10.812 $ | +2,6 % | |||
| Canal Capital Management, LLC | 470.062 $ | +26.520 $ | +6,0 % | 443.542 $ | +220.588 $ | +98,9 % | 222.954 $ | +16.889 $ | +8,2 % | |||
| COZAD ASSET MANAGEMENT INC | 468.300 $ | +55.760 $ | +13,5 % | 412.540 $ | +15.919 $ | +4,0 % | 396.621 $ | -18.683 $ | -4,5 % | |||
| LOM Asset Management Ltd | 465.480 $ | +321.816 $ | +224,0 % | 143.664 $ | +8.815 $ | +6,5 % | 134.849 $ | +23.849 $ | +21,5 % | |||
| Paladin Wealth, LLC | 431.258 $ | +5.662 $ | +1,3 % | 425.596 $ | +57.715 $ | +15,7 % | 367.881 $ | -97.017 $ | -20,9 % | 464.898 $ | +10.844 $ | +2,4 % |
| DOLIVER ADVISORS, LP | 461.641 $ | -2.935 $ | -0,6 % | 464.576 $ | +248.336 $ | +114,8 % | 216.240 $ | -6.049 $ | -2,7 % | 222.289 $ | +5.030 $ | +2,3 % |
| Oxbow Advisors, LLC | 463.694 $ | +39.849 $ | +9,4 % | 423.845 $ | -7.962 $ | -1,8 % | 431.807 $ | +11.125 $ | +2,6 % | |||
| MARINO, STRAM & ASSOCIATES LLC | 462.327 $ | +5.490 $ | +1,2 % | 456.837 $ | +37.977 $ | +9,1 % | 418.860 $ | +216.915 $ | +107,4 % | 201.945 $ | ||
| CWC Advisors, LLC. | 461.274 $ | +3.417 $ | +0,7 % | 457.857 $ | +250.073 $ | +120,4 % | 207.784 $ | -3.904 $ | -1,8 % | 211.688 $ | +5.454 $ | +2,6 % |
| CAPITAL WEALTH MANAGEMENT, LLC | 461.227 $ | |||||||||||
| Apriem Advisors | 459.683 $ | +61.878 $ | +15,6 % | 397.805 $ | -18.289 $ | -4,4 % | 416.094 $ | +9.706 $ | +2,4 % | |||
| Pekin Hardy Strauss, Inc. | 459.218 $ | +39.165 $ | +9,3 % | 420.053 $ | +33.657 $ | +8,7 % | 386.396 $ | +23.579 $ | +6,5 % | 362.817 $ | +18.030 $ | +5,2 % |
| VCI Wealth Management LLC | 458.218 $ | |||||||||||
| Jackson, Grant Investment Advisers, Inc. | 455.493 $ | +53.862 $ | +13,4 % | 401.631 $ | -4.654 $ | -1,1 % | 406.285 $ | +11.247 $ | +2,8 % | |||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 454.980 $ | +4.199 $ | +0,9 % | 450.781 $ | +43.853 $ | +10,8 % | 406.928 $ | +4.900 $ | +1,2 % | 402.028 $ | +16.519 $ | +4,3 % |
| QUANTIFY CHAOS ADVISORS, LLC | 410.274 $ | -44.384 $ | -9,8 % | 454.658 $ | +51.312 $ | +12,7 % | 403.346 $ | -193 $ | -0,0 % | 403.539 $ | ||
| Rinkey Investments | 453.356 $ | +7.590 $ | +1,7 % | 445.766 $ | +226.887 $ | +103,7 % | 218.879 $ | +11.944 $ | +5,8 % | 206.935 $ | ||
| Chevy Chase Trust Holdings, LLC | 453.110 $ | +18.527 $ | +4,3 % | 434.583 $ | +206.647 $ | +90,7 % | 227.936 $ | -9.443 $ | -4,0 % | |||
| Marotta Asset Management | 452.768 $ | +1.364 $ | +0,3 % | 451.404 $ | +52.302 $ | +13,1 % | 399.102 $ | -5.112 $ | -1,3 % | 404.214 $ | +9.495 $ | +2,4 % |
| Jackson Hole Capital Partners, LLC | 452.040 $ | +14.753 $ | +3,4 % | |||||||||
| Bedminster, LLC | 450.056 $ | +911 $ | +0,2 % | 449.145 $ | +55.687 $ | +14,2 % | 393.458 $ | -31.303 $ | -7,4 % | 424.761 $ | ||
| MITCHELL CAPITAL MANAGEMENT CO | 449.865 $ | +5.301 $ | +1,2 % | 444.564 $ | +39.950 $ | +9,9 % | 404.614 $ | +18.854 $ | +4,9 % | 385.760 $ | +8.617 $ | +2,3 % |
| St. Louis Trust Co | 449.267 $ | +27.376 $ | +6,5 % | 421.891 $ | -396 $ | -0,1 % | 422.287 $ | +19.678 $ | +4,9 % | 402.609 $ | +8.993 $ | +2,3 % |
| Signature Equity Partners, LLC | 449.230 $ | +222.526 $ | +98,2 % | 226.704 $ | +45.382 $ | +25,0 % | 181.322 $ | -25.363 $ | -12,3 % | 206.685 $ | ||
| Summit Financial Wealth Advisors, LLC | 303.688 $ | -145.291 $ | -32,4 % | 448.979 $ | +187.283 $ | +71,6 % | 261.696 $ | -65.904 $ | -20,1 % | 327.600 $ | +6.300 $ | +2,0 % |
| Nadler Financial Group, Inc. | 448.524 $ | +55.611 $ | +14,2 % | 392.913 $ | ||||||||
| Cornerstone Wealth Group, LLC | 447.389 $ | +906 $ | +0,2 % | 446.483 $ | +24.961 $ | +5,9 % | 421.522 $ | +23.049 $ | +5,8 % | 398.473 $ | +10.266 $ | +2,6 % |
| BNB Wealth Management, LLC | 210.760 $ | -236.209 $ | -52,8 % | 446.969 $ | ||||||||
| Heartwood Wealth Advisors LLC | 410.481 $ | -26.086 $ | -6,0 % | 436.567 $ | +59.436 $ | +15,8 % | 377.131 $ | +7.741 $ | +2,1 % | 369.390 $ | +6.415 $ | +1,8 % |
| Wallace Advisory Group, LLC | 431.566 $ | +54.433 $ | +14,4 % | 377.133 $ | -6.113 $ | -1,6 % | 383.246 $ | +38.055 $ | +11,0 % | |||
| Compton Wealth Advisory Group, LLC | 430.003 $ | +7.798 $ | +1,8 % | 422.205 $ | +53.144 $ | +14,4 % | 369.061 $ | -13.996 $ | -3,7 % | 383.057 $ | +8.934 $ | +2,4 % |
| Stenger Family Office, LLC | 428.850 $ | +51.943 $ | +13,8 % | 376.907 $ | ||||||||
| IAMS WEALTH MANAGEMENT, LLC | 428.765 $ | +868 $ | +0,2 % | 427.897 $ | +53.053 $ | +14,2 % | 374.844 $ | -7.041 $ | -1,8 % | 381.885 $ | +9.839 $ | +2,6 % |
| Fairvoy Private Wealth, LLC | 214.066 $ | -214.497 $ | -50,1 % | 428.563 $ | ||||||||
| Ellis Investment Partners, LLC | 427.495 $ | +33.684 $ | +8,6 % | 393.811 $ | +105.374 $ | +36,5 % | 288.437 $ | +49.494 $ | +20,7 % | 238.943 $ | ||
| Roberts Wealth Advisors, LLC | 220.427 $ | -101.173 $ | -31,5 % | 321.600 $ | -104.568 $ | -24,5 % | 426.168 $ | +3.641 $ | +0,9 % | 422.527 $ | +2.157 $ | +0,5 % |
| Cannon Advisors, Inc. | 426.124 $ | |||||||||||
| Tenon Financial LLC | 425.209 $ | +861 $ | +0,2 % | 424.348 $ | +52.613 $ | +14,2 % | 371.735 $ | -6.983 $ | -1,8 % | 378.718 $ | +44.470 $ | +13,3 % |
| Main Street Group, LTD | 422.955 $ | +5.553 $ | +1,3 % | 417.402 $ | +56.186 $ | +15,6 % | 361.216 $ | -16.606 $ | -4,4 % | 377.822 $ | ||
| Leeward Financial Partners, LLC | 421.850 $ | -77 $ | -0,0 % | 421.927 $ | +50.239 $ | +13,5 % | 371.688 $ | +14.343 $ | +4,0 % | 357.345 $ | +14.573 $ | +4,3 % |
| BLB&B Advisors, LLC | 420.275 $ | +851 $ | +0,2 % | 419.424 $ | +52.002 $ | +14,2 % | 367.422 $ | -6.902 $ | -1,8 % | 374.324 $ | +9.644 $ | +2,6 % |
| Horizon Wealth Management, LLC | 419.685 $ | +850 $ | +0,2 % | 418.835 $ | +51.929 $ | +14,2 % | 366.906 $ | -8.990 $ | -2,4 % | 375.896 $ | +2.510 $ | +0,7 % |
| BANYAN CAPITAL MANAGEMENT, INC. | 299.108 $ | -117.883 $ | -28,3 % | 416.991 $ | +51.873 $ | +14,2 % | 365.118 $ | -35.934 $ | -9,0 % | 401.052 $ | +10.493 $ | +2,7 % |
| Sequent Asset Management, LLC | 414.647 $ | +44.194 $ | +11,9 % | 370.453 $ | +17.453 $ | +4,9 % | 353.000 $ | +7.698 $ | +2,2 % | |||
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 411.475 $ | +48.994 $ | +13,5 % | 362.481 $ | +13.988 $ | +4,0 % | 348.493 $ | +14.212 $ | +4,3 % | |||
| Montgomery Financial Services LLC | 362.284 $ | -48.287 $ | -11,8 % | 410.571 $ | ||||||||
| Ridgeline Wealth Planning, LLC | 410.362 $ | +830 $ | +0,2 % | 409.532 $ | +50.776 $ | +14,2 % | 358.756 $ | -6.739 $ | -1,8 % | 365.495 $ | +9.417 $ | +2,6 % |
| Bright Futures Wealth Management, LLC. | 385.855 $ | -24.504 $ | -6,0 % | 410.359 $ | +45.262 $ | +12,4 % | 365.097 $ | +11.266 $ | +3,2 % | 353.831 $ | +40.308 $ | +12,9 % |
| FLAGSTAR SECURITIES, INC | 409.708 $ | |||||||||||
| Fairscale Capital, LLC | 360.419 $ | -48.553 $ | -11,9 % | 408.972 $ | +105.988 $ | +35,0 % | 302.984 $ | +6.310 $ | +2,1 % | 296.674 $ | +45.795 $ | +18,3 % |
| Coquina Private Wealth LLC | 408.410 $ | |||||||||||
| TRUST CO OF VERMONT | 200.594 $ | -41.423 $ | -17,1 % | 242.017 $ | -165.413 $ | -40,6 % | 407.430 $ | +237.864 $ | +140,3 % | 169.566 $ | +82.614 $ | +95,0 % |
| LVM CAPITAL MANAGEMENT LTD/MI | 406.505 $ | -495 $ | -0,1 % | 407.000 $ | +49.000 $ | +13,7 % | 358.000 $ | +14.000 $ | +4,1 % | 344.000 $ | +14.000 $ | +4,2 % |
| Guardian Asset Advisors, LLC | 393.454 $ | -12.982 $ | -3,2 % | 406.436 $ | +71.960 $ | +21,5 % | 334.476 $ | -30.013 $ | -8,2 % | 364.489 $ | +77.721 $ | +27,1 % |
| ARS Wealth Advisors Group, LLC | 312.066 $ | -93.701 $ | -23,1 % | 405.767 $ | +136.852 $ | +50,9 % | 268.915 $ | -10.013 $ | -3,6 % | 278.928 $ | +6.198 $ | +2,3 % |
| Hilltop National Bank | 402.041 $ | -3.133 $ | -0,8 % | 405.174 $ | +52.546 $ | +14,9 % | 352.628 $ | -733 $ | -0,2 % | 353.361 $ | +9.812 $ | +2,9 % |
| Centurion Wealth Management LLC | 403.754 $ | |||||||||||
| Sendero Wealth Management, LLC | 403.337 $ | |||||||||||
| Harvest Investment Services, LLC | 394.616 $ | +9.058 $ | +2,3 % | 385.558 $ | +21.038 $ | +5,8 % | 364.520 $ | +65.893 $ | +22,1 % | |||
| Trifecta Capital Advisors, LLC | 390.803 $ | -3.479 $ | -0,9 % | 394.282 $ | +46.952 $ | +13,5 % | 347.330 $ | +3.947 $ | +1,1 % | 343.383 $ | +10.107 $ | +3,0 % |
| Global Wealth Strategies & Associates | 393.931 $ | +157.003 $ | +66,3 % | 236.928 $ | -21.898 $ | -8,5 % | 258.826 $ | -76.736 $ | -22,9 % | |||
| ROMANO BROTHERS AND COMPANY | 392.582 $ | +794 $ | +0,2 % | 391.788 $ | +48.576 $ | +14,2 % | 343.212 $ | -6.447 $ | -1,8 % | 349.659 $ | +9.009 $ | +2,6 % |
| PGIM Custom Harvest LLC | 392.496 $ | +56.786 $ | +16,9 % | 335.710 $ | -6.307 $ | -1,8 % | 342.017 $ | +8.812 $ | +2,6 % | |||
| DSG Capital Advisors, LLC | 392.483 $ | +3.876 $ | +1,0 % | 388.607 $ | +53.415 $ | +15,9 % | 335.192 $ | -21.791 $ | -6,1 % | 356.983 $ | +14.559 $ | +4,3 % |
| Archer Investment Corp | 26.454 $ | -68.002 $ | -72,0 % | 94.456 $ | -294.035 $ | -75,7 % | 388.491 $ | +341.399 $ | +725,0 % | 47.092 $ | +1.943 $ | +4,3 % |
| WEATHERLY ASSET MANAGEMENT L. P. | 385.509 $ | +5.061 $ | +1,3 % | 380.448 $ | +51.212 $ | +15,6 % | 329.236 $ | -15.136 $ | -4,4 % | 344.372 $ | +8.033 $ | +2,4 % |
| Markowski Investments | 384.334 $ | +2.566 $ | +0,7 % | 381.768 $ | ||||||||
| Marble Harbor Investment Counsel, LLC | 384.065 $ | -70 $ | -0,0 % | 384.135 $ | +99.336 $ | +34,9 % | 284.799 $ | +10.990 $ | +4,0 % | 273.809 $ | +11.166 $ | +4,3 % |
| FARMERS TRUST CO | 379.980 $ | -3.060 $ | -0,8 % | 383.040 $ | -1.800 $ | -0,5 % | ||||||
| Ethic Inc. | 382.813 $ | +106.560 $ | +38,6 % | 276.253 $ | -72.364 $ | -20,8 % | 348.617 $ | |||||
| POTENTIA WEALTH | 374.193 $ | -87 $ | -0,0 % | 374.280 $ | -7.101 $ | -1,9 % | 381.381 $ | -7.864 $ | -2,0 % | |||
| TOTAL INVESTMENT MANAGEMENT INC | 374.146 $ | -6.747 $ | -1,8 % | 380.893 $ | ||||||||
| River Wealth Advisors LLC | 379.962 $ | +47.220 $ | +14,2 % | 332.742 $ | -6.135 $ | -1,8 % | 338.877 $ | +8.834 $ | +2,7 % | |||
| SAGE FINANCIAL GROUP INC | 379.937 $ | +1.848 $ | +0,5 % | 378.089 $ | +29.454 $ | +8,4 % | 348.635 $ | +12.727 $ | +3,8 % | 335.908 $ | +13.855 $ | +4,3 % |
| SimpliFi, Inc. | 378.536 $ | +766 $ | +0,2 % | 377.770 $ | +46.838 $ | +14,2 % | 330.932 $ | -6.216 $ | -1,8 % | 337.148 $ | +8.686 $ | +2,6 % |
| Traynor Capital Management, Inc. | 377.381 $ | +765 $ | +0,2 % | 376.616 $ | +55.609 $ | +17,3 % | 321.007 $ | -15.112 $ | -4,5 % | 336.119 $ | +109.134 $ | +48,1 % |
| Trust Co | 354.943 $ | -19.916 $ | -5,3 % | 374.859 $ | +48.358 $ | +14,8 % | 326.501 $ | +38.171 $ | +13,2 % | 288.330 $ | ||
| Focused Wealth Management, Inc | 208.147 $ | +3.214 $ | +1,6 % | 204.933 $ | -168.359 $ | -45,1 % | 373.292 $ | +9.484 $ | +2,6 % | |||
| Diesslin Group, Inc. | 347.599 $ | -25.469 $ | -6,8 % | 373.068 $ | +46.255 $ | +14,2 % | 326.813 $ | -6.139 $ | -1,8 % | 332.952 $ | ||
| Arrowroot Family Office, LLC | 372.966 $ | +79.612 $ | +27,1 % | 293.354 $ | +13.777 $ | +4,9 % | 279.577 $ | +15.551 $ | +5,9 % | |||
| Harel Insurance Investments & Financial Services Ltd. | 372.000 $ | +106.000 $ | +39,8 % | 266.000 $ | +29.000 $ | +12,2 % | 237.000 $ | +11.000 $ | +4,9 % | 226.000 $ | +5.000 $ | +2,3 % |
| Grant Street Asset Management, Inc. | 366.181 $ | +19.056 $ | +5,5 % | 347.125 $ | +12.918 $ | +3,9 % | 334.207 $ | +18.852 $ | +6,0 % | 315.355 $ | +26.086 $ | +9,0 % |
| Meramec Financial Planners, LLC | 365.948 $ | +10.155 $ | +2,9 % | 355.793 $ | +6.585 $ | +1,9 % | 349.208 $ | |||||
| STRATEGIC ADVISORY PARTNERS, LLC | 284.158 $ | +3.636 $ | +1,3 % | 280.522 $ | -35.939 $ | -11,4 % | 316.461 $ | -48.719 $ | -13,3 % | 365.180 $ | ||
| Integrity Financial Corp /WA | 295.441 $ | +39.000 $ | +15,2 % | 256.441 $ | -108.119 $ | -29,7 % | 364.560 $ | -835.502 $ | -69,6 % | |||
| Manhattan West Asset Management, LLC | 364.551 $ | |||||||||||
| FORTRESS FINANCIAL GROUP, LLC | 225.430 $ | -5.217 $ | -2,3 % | 230.647 $ | -133.817 $ | -36,7 % | 364.464 $ | |||||
| Sunbelt Securities, Inc. | 361.874 $ | +303.962 $ | +524,9 % | 57.912 $ | -18.939 $ | -24,6 % | ||||||
| PARAGON FINANCIAL PARTNERS, INC. | 359.450 $ | +28.612 $ | +8,6 % | 330.838 $ | +28.256 $ | +9,3 % | 302.582 $ | +6.759 $ | +2,3 % | |||
| Dupree Financial Group, LLC | 359.302 $ | +40.097 $ | +12,6 % | 319.205 $ | -2.276 $ | -0,7 % | 321.481 $ | -23.256 $ | -6,7 % | |||
| Atlas Legacy Advisors, LLC | 358.215 $ | +19.886 $ | +5,9 % | 338.329 $ | +2.580 $ | +0,8 % | 335.749 $ | +15.505 $ | +4,8 % | |||
| Foguth Wealth Management, LLC. | 348.209 $ | +5.598 $ | +1,6 % | 342.611 $ | -14.842 $ | -4,2 % | 357.453 $ | |||||
| Ellevest, Inc. | 356.741 $ | +48.781 $ | +15,8 % | 307.960 $ | -13.392 $ | -4,2 % | 321.352 $ | +8.165 $ | +2,6 % | |||
| Pacific Center for Financial Services | 348.455 $ | -7.779 $ | -2,2 % | 356.234 $ | +32.976 $ | +10,2 % | 323.258 $ | +60.447 $ | +23,0 % | 262.811 $ | +0 $ | +0,0 % |
| Millington Financial Advisors, LLC | 356.065 $ | +6.458 $ | +1,8 % | 349.607 $ | -2.325 $ | -0,7 % | 351.932 $ | |||||
| HHM Wealth Advisors, LLC | 82.856 $ | -227.744 $ | -73,3 % | 310.600 $ | -45.386 $ | -12,7 % | 355.986 $ | +76.603 $ | +27,4 % | |||
| NATURAL INVESTMENTS, LLC | 355.000 $ | +23.000 $ | +6,9 % | 332.000 $ | -7.000 $ | -2,1 % | 339.000 $ | +9.000 $ | +2,7 % | |||
| J. Safra Sarasin Holding AG | 354.960 $ | +0 $ | +0,0 % | 354.960 $ | +0 $ | +0,0 % | 354.960 $ | |||||
| Stonebrook Private Inc. | 353.031 $ | +47.681 $ | +15,6 % | 305.350 $ | -13.879 $ | -4,3 % | 319.229 $ | -51.657 $ | -13,9 % | |||
| Squarepoint Ops LLC | 351.026 $ | +79.650 $ | +29,4 % | |||||||||
| FIDUCIARY FAMILY OFFICE, LLC | 350.130 $ | -64 $ | -0,0 % | 350.194 $ | +41.698 $ | +13,5 % | 308.496 $ | +11.904 $ | +4,0 % | 296.592 $ | +12.095 $ | +4,3 % |
| WADDELL & ASSOCIATES, LLC | 347.782 $ | +43.120 $ | +14,2 % | 304.662 $ | -5.724 $ | -1,8 % | 310.386 $ | +7.997 $ | +2,6 % | |||
| Flavin Financial Services, Inc. | 347.226 $ | +2.740 $ | +0,8 % | 344.486 $ | -1.381 $ | -0,4 % | 345.867 $ | +31.547 $ | +10,0 % | 314.320 $ | +62.874 $ | +25,0 % |
| Register Financial Advisors LLC | 313.918 $ | -33.280 $ | -9,6 % | 347.198 $ | ||||||||
| Kaizen Financial Strategies | 342.380 $ | +83.775 $ | +32,4 % | 258.605 $ | +14.546 $ | +6,0 % | 244.059 $ | -51.586 $ | -17,4 % | 295.645 $ | +56.632 $ | +23,7 % |
| Roth Financial Partners LLC | 341.312 $ | |||||||||||
| CHAPIN DAVIS, INC. | 341.110 $ | +691 $ | +0,2 % | 340.419 $ | +42.208 $ | +14,2 % | 298.211 $ | -5.602 $ | -1,8 % | 303.813 $ | +7.827 $ | +2,6 % |
| Motiv8 Investments LLC | 341.000 $ | |||||||||||
| Helium Advisors LLC | 340.937 $ | +2.971 $ | +0,9 % | 337.966 $ | +22.390 $ | +7,1 % | 315.576 $ | |||||
| FINANCIAL MANAGEMENT NETWORK INC | 340.263 $ | +27.566 $ | +8,8 % | 312.697 $ | +6.314 $ | +2,1 % | 306.383 $ | +7.238 $ | +2,4 % | |||
| Stonebridge Financial Group, LLC / MO | 338.529 $ | +34.508 $ | +11,4 % | 304.021 $ | +40.963 $ | +15,6 % | 263.058 $ | |||||
| Yukon Wealth Management, Inc. | 337.757 $ | +45.466 $ | +15,6 % | 292.291 $ | -15.911 $ | -5,2 % | 308.202 $ | +9.604 $ | +3,2 % | |||
| Strategies Wealth Advisors, LLC | 313.364 $ | +23.674 $ | +8,2 % | 289.690 $ | -45.126 $ | -13,5 % | 334.816 $ | -41.249 $ | -11,0 % | |||
| STANSBERRY ASSET MANAGEMENT, LLC | 334.741 $ | +41.503 $ | +14,2 % | 293.238 $ | -5.508 $ | -1,8 % | 298.746 $ | +7.697 $ | +2,6 % | |||
| Evensky & Katz LLC | 334.496 $ | +833 $ | +0,2 % | 333.663 $ | +24.745 $ | +8,0 % | 308.918 $ | +3.106 $ | +1,0 % | 305.812 $ | +14.291 $ | +4,9 % |
| Purkiss Capital Advisors LLC | 334.161 $ | +509 $ | +0,2 % | 333.652 $ | +40.191 $ | +13,7 % | 293.461 $ | +11.790 $ | +4,2 % | 281.671 $ | +11.924 $ | +4,4 % |
| Pacific Wealth Management | 334.064 $ | |||||||||||
| SevenBridge Financial Group, LLC | 331.947 $ | -1.173 $ | -0,4 % | 333.120 $ | +35.259 $ | +11,8 % | 297.861 $ | +14.566 $ | +5,1 % | 283.295 $ | +18.433 $ | +7,0 % |
| Capital Square, LLC | 329.795 $ | +1.867 $ | +0,6 % | 327.928 $ | +28.321 $ | +9,5 % | 299.607 $ | +14.052 $ | +4,9 % | 285.555 $ | +14.557 $ | +5,4 % |
| Fielder Capital Group LLC | 328.885 $ | +23.640 $ | +7,7 % | 305.245 $ | +2.302 $ | +0,8 % | 302.943 $ | +7.805 $ | +2,6 % | |||
| AIMZ Investment Advisors, LLC | 328.680 $ | +18.247 $ | +5,9 % | 310.433 $ | +6.773 $ | +2,2 % | 303.660 $ | |||||
| Stonebridge Financial Group, LLC | 327.470 $ | -60 $ | -0,0 % | 327.530 $ | +38.999 $ | +13,5 % | 288.531 $ | +11.134 $ | +4,0 % | 277.397 $ | +11.313 $ | +4,3 % |
| Northern Financial Advisors Inc | 326.825 $ | +4.598 $ | +1,4 % | 322.227 $ | +43.654 $ | +15,7 % | 278.573 $ | -5.490 $ | -1,9 % | |||
| Investors Portfolio Services LLC | 325.003 $ | +39.203 $ | +13,7 % | 285.800 $ | -4.291 $ | -1,5 % | 290.091 $ | |||||
| Ellsworth Advisors, LLC | 274.938 $ | -333 $ | -0,1 % | 275.271 $ | +20.352 $ | +8,0 % | 254.919 $ | -70.006 $ | -21,5 % | 324.925 $ | +19.190 $ | +6,3 % |
| Horst & Graben Wealth Management LLC | 324.354 $ | +591 $ | +0,2 % | 323.763 $ | +14.767 $ | +4,8 % | 308.996 $ | +19.591 $ | +6,8 % | 289.405 $ | +7.456 $ | +2,6 % |
| Kennebec Savings Bank | 302.130 $ | -21.468 $ | -6,6 % | 323.598 $ | +89.548 $ | +38,3 % | 234.050 $ | +2.595 $ | +1,1 % | 231.455 $ | -7.266 $ | -3,0 % |
| McBroom & Associates, LLC | 321.610 $ | +39.875 $ | +14,2 % | 281.735 $ | -31.026 $ | -9,9 % | 312.761 $ | +8.058 $ | +2,6 % | |||
| PARK NATIONAL CORP /OH/ | 202.114 $ | -116.431 $ | -36,6 % | 318.545 $ | +217.612 $ | +215,6 % | 100.933 $ | |||||
| Chicago Capital, LLC | 317.928 $ | +39.418 $ | +14,2 % | 278.510 $ | -5.232 $ | -1,8 % | 283.742 $ | +7.311 $ | +2,6 % | |||
| 1620 INVESTMENT ADVISORS, INC. | 191.106 $ | -126.342 $ | -39,8 % | 317.448 $ | +41.104 $ | +14,9 % | 276.344 $ | +86.524 $ | +45,6 % | 189.820 $ | +165.838 $ | +691,5 % |
| BNP PARIBAS FINANCIAL MARKETS | 316.924 $ | +171.524 $ | +118,0 % | 145.400 $ | +31.421 $ | +27,6 % | 113.979 $ | +61.112 $ | +115,6 % | |||
| Timmons Wealth Management, LLC | 306.577 $ | -6.872 $ | -2,2 % | 313.449 $ | -3.148 $ | -1,0 % | 316.597 $ | |||||
| THRYVE WEALTH MANAGEMENT LLC | 315.932 $ | +1.941 $ | +0,6 % | 313.991 $ | +43.676 $ | +16,2 % | 270.315 $ | |||||
| RETIREMENT CAPITAL STRATEGIES | 315.577 $ | +39.127 $ | +14,2 % | 276.450 $ | -5.193 $ | -1,8 % | 281.643 $ | +7.256 $ | +2,6 % | |||
| LWM Advisory Services, LLC | 315.217 $ | |||||||||||
| 1ST SOURCE BANK | 314.496 $ | |||||||||||
| Up Capital Management, Inc. | 313.553 $ | +42.875 $ | +15,8 % | 270.678 $ | -11.770 $ | -4,2 % | 282.448 $ | |||||
| Echo Wealth Management, LLC | 313.355 $ | |||||||||||
| DOVER ADVISORS, LLC | 311.235 $ | +6.756 $ | +2,2 % | 304.479 $ | -6.756 $ | -2,2 % | 311.235 $ | +15.522 $ | +5,2 % | |||
| AMERIFLEX GROUP, INC. | 311.192 $ | |||||||||||
| ORG Partners LLC | 309.297 $ | +11.982 $ | +4,0 % | |||||||||
| Lincoln Capital LLC | 301.787 $ | -5.669 $ | -1,8 % | 307.456 $ | +6.135 $ | +2,0 % | ||||||
| Prime Buchholz LLC | 307.311 $ | +18.397 $ | +6,4 % | 288.914 $ | -3.032 $ | -1,0 % | 291.946 $ | +12.912 $ | +4,6 % | |||
| E&G Advisors, LLC | 271.812 $ | -9.209 $ | -3,3 % | 281.021 $ | +9.584 $ | +3,5 % | 271.437 $ | -35.386 $ | -11,5 % | 306.823 $ | -11.765 $ | -3,7 % |
| LPWM LLC | 224.229 $ | -79.592 $ | -26,2 % | 303.821 $ | ||||||||
| GILL CAPITAL PARTNERS, LLC | 233.083 $ | -69.893 $ | -23,1 % | 302.976 $ | ||||||||
| CITY NATIONAL BANK OF FLORIDA /MSD | 263.147 $ | -37.687 $ | -12,5 % | 300.834 $ | +7.017 $ | +2,4 % | ||||||
| SAXON INTERESTS, INC. | 300.639 $ | |||||||||||
| MOGY JOEL R INVESTMENT COUNSEL INC | 299.593 $ | +607 $ | +0,2 % | 298.986 $ | +37.070 $ | +14,2 % | 261.916 $ | -30.258 $ | -10,4 % | 292.174 $ | +7.527 $ | +2,6 % |
| Belvedere Trading LLC | 299.222 $ | |||||||||||
| Prairiewood Capital, LLC | 297.446 $ | +603 $ | +0,2 % | 296.843 $ | +36.804 $ | +14,2 % | 260.039 $ | -4.885 $ | -1,8 % | 264.924 $ | +6.825 $ | +2,6 % |
| BENJAMIN EDWARDS INC | 297.080 $ | |||||||||||
| Sandbox Financial Partners, LLC | 292.315 $ | -4.738 $ | -1,6 % | 297.053 $ | +8.319 $ | +2,9 % | ||||||
| Plotkin Financial Advisors, LLC | 293.908 $ | +58.363 $ | +24,8 % | 235.545 $ | ||||||||
| RIDGECREST WEALTH PARTNERS, LLC | 290.881 $ | +589 $ | +0,2 % | 290.292 $ | +35.992 $ | +14,2 % | 254.300 $ | -4.777 $ | -1,8 % | 259.077 $ | +6.675 $ | +2,6 % |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 290.678 $ | |||||||||||
| GoalVest Advisory LLC | 278.728 $ | -10.018 $ | -3,5 % | 288.746 $ | +35.523 $ | +14,0 % | 253.223 $ | -661 $ | -0,3 % | 253.884 $ | +240.650 $ | +1.818,4 % |
| Camarda Financial Advisors, LLC | 282.396 $ | -5.305 $ | -1,8 % | 287.701 $ | +7.413 $ | +2,6 % | ||||||
| Castleview Partners, LLC | 286.786 $ | +5.341 $ | +1,9 % | 281.445 $ | +16.067 $ | +6,1 % | 265.378 $ | +8.044 $ | +3,1 % | 257.334 $ | +20.508 $ | +8,7 % |
| SilverOak Wealth Management LLC | 271.981 $ | -14.164 $ | -4,9 % | 286.145 $ | +30.497 $ | +11,9 % | 255.648 $ | +11.912 $ | +4,9 % | 243.736 $ | +5.445 $ | +2,3 % |
| Corsicana & Co. | 285.786 $ | |||||||||||
| Alpha Cubed Investments, LLC | 285.709 $ | +15.182 $ | +5,6 % | |||||||||
| TIAA Wealth Investment Management LLC | 284.795 $ | +126.070 $ | +79,4 % | 158.725 $ | ||||||||
| PLANNING ALTERNATIVES LTD /ADV | 284.147 $ | |||||||||||
| Penobscot Investment Management Company, Inc. | 283.250 $ | +38.563 $ | +15,8 % | 244.687 $ | +5.022 $ | +2,1 % | 239.665 $ | +4.163 $ | +1,8 % | |||
| BlackDiamond Wealth Management, LLC | 281.823 $ | +42.502 $ | +17,8 % | 239.321 $ | -17.067 $ | -6,7 % | 256.388 $ | -21.347 $ | -7,7 % | |||
| Silver Lake Advisory, LLC | 281.327 $ | +1.175 $ | +0,4 % | 280.152 $ | +31.367 $ | +12,6 % | 248.785 $ | +6.967 $ | +2,9 % | |||
| Godfrey Financial Associates, Inc. | 261.152 $ | +23.247 $ | +9,8 % | 237.905 $ | -43.168 $ | -15,4 % | 281.073 $ | |||||
| NI ACQUISITIONS COMPANY, LLC | 280.862 $ | |||||||||||
| Selby Wealth Management, LLC | 280.079 $ | +567 $ | +0,2 % | 279.512 $ | +34.655 $ | +14,2 % | 244.857 $ | -4.600 $ | -1,8 % | 249.457 $ | ||
| ARMSTRONG ADVISORY GROUP, INC | 279.352 $ | +823 $ | +0,3 % | 278.529 $ | +34.789 $ | +14,3 % | 243.740 $ | -4.310 $ | -1,7 % | 248.050 $ | +6.628 $ | +2,7 % |
| Legacy Wealth Management, LLC | 278.079 $ | +563 $ | +0,2 % | 277.516 $ | +34.408 $ | +14,2 % | 243.108 $ | -4.567 $ | -1,8 % | 247.675 $ | +18.145 $ | +7,9 % |
| CASCADE INVESTMENT GROUP, INC. | 277.783 $ | |||||||||||
| SCOTIA CAPITAL INC. | 277.448 $ | |||||||||||
| JOURNEY STRATEGIC WEALTH LLC | 277.148 $ | +52.149 $ | +23,2 % | 224.999 $ | -38.716 $ | -14,7 % | ||||||
| Fortitude Advisory Group L.L.C. | 276.796 $ | |||||||||||
| Cerity Partners Retirement Plan Advisors LLC | 276.728 $ | |||||||||||
| Marshall & Sterling Wealth Advisors Inc. | 269.739 $ | -6.429 $ | -2,3 % | 276.168 $ | +34.860 $ | +14,4 % | 241.308 $ | -274 $ | -0,1 % | 241.582 $ | +4.494 $ | +1,9 % |
| Pacifica Partners Inc. | 267.760 $ | -7.600 $ | -2,8 % | 275.360 $ | +25.560 $ | +10,2 % | 249.800 $ | +9.600 $ | +4,0 % | 240.200 $ | +7.000 $ | +3,0 % |
| Wealth Advisors of Iowa, LLC | 274.280 $ | +32.658 $ | +13,5 % | 241.622 $ | +9.324 $ | +4,0 % | 232.298 $ | +9.474 $ | +4,3 % | |||
| Trexquant Investment LP | 274.078 $ | |||||||||||
| Tolleson Wealth Management, Inc. | 271.219 $ | |||||||||||
| Bison Wealth, LLC | 270.807 $ | +17.490 $ | +6,9 % | 253.317 $ | +24.242 $ | +10,6 % | 229.075 $ | +13.529 $ | +6,3 % | |||
| Thrive Wealth Management, LLC | 269.910 $ | +32.146 $ | +13,5 % | 237.764 $ | ||||||||
| Investment Research & Advisory Group, Inc. | 269.846 $ | +149.178 $ | +123,6 % | 120.668 $ | +36.220 $ | +42,9 % | 84.448 $ | |||||
| Kera Capital Partners, Inc. | 217.109 $ | -51.301 $ | -19,1 % | 268.410 $ | ||||||||
| ADVISORS MANAGEMENT GROUP INC /ADV | 221.000 $ | -47.000 $ | -17,5 % | 268.000 $ | +36.000 $ | +15,5 % | 232.000 $ | -11.000 $ | -4,5 % | 243.000 $ | -34.000 $ | -12,3 % |
| Bellwether Advisors, LLC | 267.624 $ | +31.866 $ | +13,5 % | 235.758 $ | +9.098 $ | +4,0 % | 226.660 $ | +9.243 $ | +4,3 % | |||
| Ryan Investment Management, Inc. | 266.559 $ | +33.049 $ | +14,2 % | 233.510 $ | -4.386 $ | -1,8 % | 237.896 $ | +6.129 $ | +2,6 % | |||
| THOMPSON SIEGEL & WALMSLEY LLC | 266.000 $ | +1.000 $ | +0,4 % | 265.000 $ | ||||||||
| GILPIN WEALTH MANAGEMENT, LLC | 92.182 $ | -172.703 $ | -65,2 % | 264.885 $ | +63.070 $ | +31,3 % | 201.815 $ | +16.085 $ | +8,7 % | 185.730 $ | ||
| 1834 INVESTMENT ADVISORS CO | 261.767 $ | |||||||||||
| O'ROURKE & COMPANY, Inc | 261.635 $ | +55.292 $ | +26,8 % | 206.343 $ | ||||||||
| Latitude Advisors, LLC | 261.045 $ | |||||||||||
| Tenzing Financial LLC | 260.896 $ | |||||||||||
| Retirement Wealth Solutions LLC | 259.338 $ | -891 $ | -0,3 % | 260.229 $ | +20.305 $ | +8,5 % | 239.924 $ | +11.436 $ | +5,0 % | 228.488 $ | +11.187 $ | +5,1 % |
| Gleason Group, Inc. | 231.449 $ | -28.057 $ | -10,8 % | 259.506 $ | +143.447 $ | +123,6 % | 116.059 $ | -674 $ | -0,6 % | 116.733 $ | -3.686 $ | -3,1 % |
| Summit Financial Consulting LLC | 259.499 $ | +33.707 $ | +14,9 % | 225.792 $ | ||||||||
| SHP Wealth Management | 129.608 $ | +30.401 $ | +30,6 % | 99.207 $ | -156.544 $ | -61,2 % | 255.751 $ | |||||
| Petix & Botte Co | 254.996 $ | +31.616 $ | +14,2 % | 223.380 $ | -4.196 $ | -1,8 % | 227.576 $ | |||||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 254.828 $ | |||||||||||
| B.O.S.S. Retirement Advisors, LLC | 254.784 $ | +40.839 $ | +19,1 % | 213.945 $ | +7.205 $ | +3,5 % | 206.740 $ | -42.841 $ | -17,2 % | 249.581 $ | -1.530.618 $ | -86,0 % |
| KLCM Advisors, Inc. | 254.551 $ | |||||||||||
| Roan Capital Partners | 254.432 $ | +515 $ | +0,2 % | 253.917 $ | +31.482 $ | +14,2 % | 222.435 $ | |||||
| Silicon Valley Capital Partners | 176.385 $ | -66.282 $ | -27,3 % | 242.667 $ | -10.560 $ | -4,2 % | 253.227 $ | +6.437 $ | +2,6 % | |||
| Legacy Capital Group California, Inc. | 251.694 $ | |||||||||||
| Guidance Point Advisors, LLC | 251.346 $ | +883 $ | +0,4 % | 250.463 $ | +30.577 $ | +13,9 % | 219.886 $ | +9.244 $ | +4,4 % | 210.642 $ | +9.303 $ | +4,6 % |
| Wallace Capital Management Inc. | 251.231 $ | +29.914 $ | +13,5 % | 221.317 $ | +8.540 $ | +4,0 % | 212.777 $ | +8.678 $ | +4,3 % | |||
| Magnolia Wealth Management, LLC | 250.691 $ | |||||||||||
| Whitaker-Myers Wealth Managers, LTD. | 248.717 $ | |||||||||||
| Allegheny Financial Group | 248.144 $ | +43.272 $ | +21,1 % | 204.872 $ | ||||||||
| FIRST COMMUNITY TRUST NA | 32.049 $ | -215.794 $ | -87,1 % | 247.843 $ | +48.353 $ | +24,2 % | 199.490 $ | +1.206 $ | +0,6 % | 198.284 $ | +6.436 $ | +3,4 % |
| Capital Asset Advisory Services LLC | 246.718 $ | |||||||||||
| Andina Capital Management, LLC | 246.556 $ | +18.677 $ | +8,2 % | |||||||||
| PVG ASSET MANAGEMENT CORP | 244.831 $ | +496 $ | +0,2 % | 244.335 $ | -991 $ | -0,4 % | 245.326 $ | +27.265 $ | +12,5 % | 218.061 $ | +5.618 $ | +2,6 % |
| Trilogy Capital Inc. | 244.690 $ | +30.338 $ | +14,2 % | 214.352 $ | -4.026 $ | -1,8 % | 218.378 $ | +5.626 $ | +2,6 % | |||
| Flagship Private Wealth, LLC | 244.475 $ | +495 $ | +0,2 % | 243.980 $ | +30.250 $ | +14,2 % | 213.730 $ | -4.015 $ | -1,8 % | 217.745 $ | +5.610 $ | +2,6 % |
| LATHROP INVESTMENT MANAGEMENT CO | 244.000 $ | +30.000 $ | +14,0 % | 214.000 $ | -4.000 $ | -1,8 % | 218.000 $ | +6.000 $ | +2,8 % | |||
| Atomic Invest LLC | 233.573 $ | -10.094 $ | -4,1 % | 243.667 $ | +186.797 $ | +328,5 % | 56.870 $ | |||||
| Slagle Financial, LLC | 243.619 $ | +30.731 $ | +14,4 % | 212.888 $ | -3.457 $ | -1,6 % | 216.345 $ | |||||
| BlueChip Wealth Advisors LLC | 242.741 $ | +492 $ | +0,2 % | 242.249 $ | +30.035 $ | +14,2 % | 212.214 $ | -3.988 $ | -1,8 % | 216.202 $ | -7.928 $ | -3,5 % |
| RiverFront Investment Group, LLC | 241.604 $ | +29.955 $ | +14,2 % | 211.649 $ | -3.975 $ | -1,8 % | 215.624 $ | +5.555 $ | +2,6 % | |||
| Ironwood Investment Counsel, LLC | 241.395 $ | +32.495 $ | +15,6 % | 208.900 $ | -30.001 $ | -12,6 % | 238.901 $ | +5.572 $ | +2,4 % | |||
| Vann Equity Management LLC | 241.101 $ | +488 $ | +0,2 % | 240.613 $ | +28.667 $ | +13,5 % | 211.946 $ | |||||
| Sherman Wealth Management LLC | 238.161 $ | -2.462 $ | -1,0 % | 240.623 $ | +29.362 $ | +13,9 % | 211.261 $ | +8.886 $ | +4,4 % | 202.375 $ | ||
| CAPITAL INSIGHT PARTNERS, LLC | 240.497 $ | |||||||||||
| LANARK FINANCIAL, INC. | 239.148 $ | +3.304 $ | +1,4 % | 235.844 $ | +19.463 $ | +9,0 % | 216.381 $ | +2.190 $ | +1,0 % | 214.191 $ | ||
| BNC WEALTH MANAGEMENT, LLC | 237.889 $ | +3.123 $ | +1,3 % | 234.766 $ | +31.602 $ | +15,6 % | 203.164 $ | -9.340 $ | -4,4 % | 212.504 $ | +4.956 $ | +2,4 % |
| Cove Private Wealth, LLC | 237.733 $ | +2.213 $ | +0,9 % | 235.520 $ | +10.935 $ | +4,9 % | 224.585 $ | |||||
| Jaffetilchin Investment Partners, LLC | 237.118 $ | |||||||||||
| Modus Advisors, LLC | 235.407 $ | |||||||||||
| Wealth Advisors of Tampa Bay, LLC | 234.123 $ | +27.877 $ | +13,5 % | 206.246 $ | ||||||||
| GABLES CAPITAL MANAGEMENT INC. | 68.852 $ | -164.966 $ | -70,6 % | 233.818 $ | +23.067 $ | +10,9 % | 210.751 $ | +2.715 $ | +1,3 % | 208.036 $ | +7.914 $ | +4,0 % |
| Elk River Wealth Management LLC | 233.177 $ | +22.887 $ | +10,9 % | 210.290 $ | -13.848 $ | -6,2 % | 224.138 $ | +5.775 $ | +2,6 % | |||
| Heron Bay Capital Management | 233.096 $ | +12.001 $ | +5,4 % | 221.095 $ | ||||||||
| CITY HOLDING CO | 211.722 $ | -21.035 $ | -9,0 % | 232.757 $ | ||||||||
| Princeton Global Asset Management LLC | 147.829 $ | -26.921 $ | -15,4 % | 174.750 $ | -57.484 $ | -24,8 % | 232.234 $ | +8.837 $ | +4,0 % | 223.397 $ | +4.620 $ | +2,1 % |
| Weil Company, Inc. | 220.049 $ | -11.460 $ | -5,0 % | 231.509 $ | +24.675 $ | +11,9 % | 206.834 $ | |||||
| BSW Wealth Partners | 230.093 $ | +5.137 $ | +2,3 % | 224.956 $ | +4.908 $ | +2,2 % | 220.048 $ | -214.523 $ | -49,4 % | |||
| Principle Wealth Partners LLC | 229.120 $ | +2.132 $ | +0,9 % | 226.988 $ | +10.539 $ | +4,9 % | 216.449 $ | |||||
| Royal Fund Management, LLC | 227.907 $ | +8.794 $ | +4,0 % | 219.113 $ | ||||||||
| Aspire Growth Partners LLC | 227.792 $ | |||||||||||
| Elgethun Capital Management | 226.803 $ | |||||||||||
| COMPASS FINANCIAL MANAGEMENT LLC | 226.015 $ | |||||||||||
| Rodgers & Associates, LTD | 208.631 $ | +1.014 $ | +0,5 % | 207.617 $ | -18.077 $ | -8,0 % | 225.694 $ | +9.309 $ | +4,3 % | |||
| Orin Green Financial, LLC | 225.341 $ | +1.096 $ | +0,5 % | 224.245 $ | +17.470 $ | +8,4 % | 206.775 $ | -68.930 $ | -25,0 % | |||
| PACES FERRY WEALTH ADVISORS, LLC | 224.836 $ | |||||||||||
| Tempo Wealth, LLC | 224.742 $ | |||||||||||
| Schear Investment Advisers, LLC | 224.742 $ | |||||||||||
| INSIGNEO ADVISORY SERVICES, LLC | 224.006 $ | |||||||||||
| Financial Concepts Unlimited, Inc. | 212.874 $ | -11.086 $ | -4,9 % | 223.960 $ | +23.870 $ | +11,9 % | 200.090 $ | |||||
| RAINIER FAMILY WEALTH INC | 223.806 $ | +453 $ | +0,2 % | 223.353 $ | ||||||||
| Kinloch Capital, LLC | 223.535 $ | +5.131 $ | +2,3 % | 218.404 $ | ||||||||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 222.860 $ | -41 $ | -0,0 % | 222.901 $ | ||||||||
| MINDSET WEALTH MANAGEMENT, LLC | 217.030 $ | -5.540 $ | -2,5 % | 222.570 $ | ||||||||
| Forefront Analytics, LLC | 222.189 $ | |||||||||||
| ABOUND FINANCIAL, LLC | 221.824 $ | +28.183 $ | +14,6 % | 193.641 $ | -3.341 $ | -1,7 % | 196.982 $ | |||||
| BLUELINE ADVISORS LLC | 163.591 $ | -57.566 $ | -26,0 % | 221.157 $ | +38.979 $ | +21,4 % | 182.178 $ | +37.516 $ | +25,9 % | 144.662 $ | ||
| Tradition Wealth Management, LLC | 208.677 $ | -9.594 $ | -4,4 % | 218.271 $ | +5.546 $ | +2,6 % | ||||||
| ARBOR TRUST WEALTH ADVISORS, LLC | 217.776 $ | |||||||||||
| Human Investing LLC | 216.161 $ | +438 $ | +0,2 % | 215.723 $ | ||||||||
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 215.726 $ | +13.848 $ | +6,9 % | 201.878 $ | ||||||||
| Invariant Investment Management | 209.378 $ | -6.180 $ | -2,9 % | 215.558 $ | +14.770 $ | +7,4 % | 200.788 $ | |||||
| WJ Financial Advisors LLC | 214.873 $ | |||||||||||
| HORAN Wealth, LLC | 214.826 $ | +0 $ | +0,0 % | 214.826 $ | -110.278 $ | -33,9 % | ||||||
| Meadow Creek Wealth Advisors LLC | 214.578 $ | +5.568 $ | +2,7 % | 209.010 $ | ||||||||
| Turtle Creek Wealth Advisors, LLC | 193.174 $ | -21.333 $ | -9,9 % | 214.507 $ | ||||||||
| Basepoint Wealth LLC | 211.823 $ | |||||||||||
| VALEN PRIVATE CAPITAL, LLC | 211.035 $ | |||||||||||
| Virtue Capital Management, LLC | 210.470 $ | +1.623 $ | +0,8 % | 208.847 $ | ||||||||
| Brio Consultants, LLC | 206.356 $ | -2.674 $ | -1,3 % | 209.030 $ | +173 $ | +0,1 % | ||||||
| Ascent Wealth Partners, LLC | 208.608 $ | |||||||||||
| CCM INVESTMENT ADVISERS LLC | 207.982 $ | |||||||||||
| Clarion Wealth Managment Partners, LLC | 207.818 $ | |||||||||||
| HIGHLAND CAPITAL MANAGEMENT, LLC | 207.575 $ | +2.725 $ | +1,3 % | 204.850 $ | ||||||||
| Triton Wealth Management, PLLC | 207.432 $ | |||||||||||
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 205.048 $ | |||||||||||
| Roehl & Yi Investment Advisors, LLC | 204.810 $ | |||||||||||
| Planned Solutions, Inc. | 204.675 $ | +2.619 $ | +1,3 % | 202.056 $ | ||||||||
| Beaumont Financial Advisors, LLC | 200.790 $ | -3.772 $ | -1,8 % | 204.562 $ | ||||||||
| Financial Strategies Group, Inc. | 203.721 $ | +1.396 $ | +0,7 % | 202.325 $ | ||||||||
| Walkner Condon Financial Advisors LLC | 203.390 $ | +1.859 $ | +0,9 % | 201.531 $ | -215.248 $ | -51,6 % | ||||||
| Fifth Third Wealth Advisors LLC | 202.850 $ | |||||||||||
| Clarus Wealth Advisors | 202.762 $ | |||||||||||
| DAVIDSON TRUST CO | 202.249 $ | |||||||||||
| Atlatl Advisers LLC | 201.965 $ | |||||||||||
| DDD Partners, LLC | 201.092 $ | +407 $ | +0,2 % | 200.685 $ | ||||||||
| Bruce G. Allen Investments, LLC | 200.682 $ | +32.393 $ | +19,2 % | 168.289 $ | +9.595 $ | +6,0 % | 158.694 $ | +8.701 $ | +5,8 % | |||
| Golden Reserve Retirement LLC | 200.632 $ | |||||||||||
| Syntegra Private Wealth Group, LLC | 200.470 $ | |||||||||||
| Wall Street Financial Group, Inc. | 192.650 $ | |||||||||||
| Basecamp Wealth Advisors LLC | 183.955 $ | +24.762 $ | +15,6 % | 159.193 $ | -7.319 $ | -4,4 % | 166.512 $ | |||||
| CoreFirst Bank & Trust | 180.903 $ | +21.891 $ | +13,8 % | 159.012 $ | -22.030 $ | -12,2 % | 181.042 $ | +13.317 $ | +7,9 % | |||
| Legacy Wealth Managment, LLC/ID | 180.318 $ | +57.107 $ | +46,3 % | 123.211 $ | +870 $ | +0,7 % | ||||||
| FIDUCIARY ADVISORS, INC. | 179.259 $ | +46.524 $ | +35,1 % | 132.735 $ | +18.150 $ | +15,8 % | 114.585 $ | -4.983 $ | -4,2 % | 119.568 $ | +3.038 $ | +2,6 % |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 176.225 $ | +0 $ | +0,0 % | 176.225 $ | +0 $ | +0,0 % | 176.225 $ | +0 $ | +0,0 % | 176.225 $ | +0 $ | +0,0 % |
| Provenance Wealth Advisors, LLC | 54.345 $ | -121.122 $ | -69,0 % | 175.467 $ | +23.889 $ | +15,8 % | 151.578 $ | +3.111 $ | +2,1 % | 148.467 $ | +2.579 $ | +1,8 % |
| FLAGSHIP WEALTH ADVISORS, LLC | 143.957 $ | -23.877 $ | -14,2 % | 167.834 $ | ||||||||
| Advisors Asset Management, Inc. | 164.535 $ | |||||||||||
| BELLEVUE ASSET MANAGEMENT, LLC | 154.937 $ | +18.719 $ | +13,7 % | 136.218 $ | -7.419 $ | -5,2 % | 143.637 $ | -23.255 $ | -13,9 % | |||
| ATMOS ADVISORY, LLC | 154.171 $ | +2.380 $ | +1,6 % | 151.791 $ | +20.756 $ | +15,8 % | 131.035 $ | -5.698 $ | -4,2 % | 136.733 $ | +3.474 $ | +2,6 % |
| New Millennium Group LLC | 154.125 $ | -46.556 $ | -23,2 % | |||||||||
| Cornerstone Planning Group LLC | 152.839 $ | +43.390 $ | +39,6 % | 109.449 $ | +4.577 $ | +4,4 % | 104.872 $ | -74.186 $ | -41,4 % | |||
| Copia Wealth Management | 152.536 $ | +20.731 $ | +15,7 % | 131.805 $ | -5.770 $ | -4,2 % | 137.575 $ | +4.504 $ | +3,4 % | |||
| Clean Yield Group | 152.265 $ | +1.376 $ | +0,9 % | 150.889 $ | ||||||||
| FIRST HORIZON CORP | 7.974 $ | -507 $ | -6,0 % | 8.481 $ | +1.155 $ | +15,8 % | 7.326 $ | -144.311 $ | -95,2 % | 151.637 $ | +144.586 $ | +2.050,6 % |
| Strategic Investment Advisors / MI | 150.466 $ | |||||||||||
| IFC & Insurance Marketing, Inc. | 150.000 $ | |||||||||||
| Acumen Wealth Advisors, LLC | 145.458 $ | +33.375 $ | +29,8 % | 112.083 $ | ||||||||
| Portfolio Resources Advisor Group, Inc. | 142.595 $ | |||||||||||
| INVESTMENT COUNSEL CO OF NEVADA | 138.972 $ | |||||||||||
| Bogart Wealth, LLC | 136.160 $ | +36.979 $ | +37,3 % | 99.181 $ | +4.336 $ | +4,6 % | 94.845 $ | +2.590 $ | +2,8 % | |||
| Parvin Asset Management, LLC | 134.030 $ | +11.643 $ | +9,5 % | 122.387 $ | +1.777 $ | +1,5 % | 120.610 $ | +26.019 $ | +27,5 % | |||
| Birchwood Financial Partners, Inc. | 132.835 $ | +18.503 $ | +16,2 % | 114.332 $ | +14.262 $ | +14,3 % | 100.070 $ | -1.711 $ | -1,7 % | 101.781 $ | ||
| Go Invest LLC | 131.930 $ | +21.999 $ | +20,0 % | 109.931 $ | +89.394 $ | +435,3 % | 20.537 $ | |||||
| Sawyer & Company, Inc | 121.162 $ | -7.700 $ | -6,0 % | 128.862 $ | +17.544 $ | +15,8 % | 111.318 $ | +2.284 $ | +2,1 % | 109.034 $ | -46.966 $ | -30,1 % |
| Team Financial Group, LLC | 67.276 $ | -61.287 $ | -47,7 % | 128.563 $ | -69 $ | -0,1 % | 128.632 $ | +3.905 $ | +3,1 % | |||
| Dogwood Wealth Management LLC | 127.813 $ | +4.757 $ | +3,9 % | 123.056 $ | +6.941 $ | +6,0 % | 116.115 $ | +9.052 $ | +8,5 % | |||
| MV CAPITAL MANAGEMENT, INC. | 123.614 $ | -1.109 $ | -0,9 % | 124.723 $ | +34.248 $ | +37,9 % | 90.475 $ | +3.491 $ | +4,0 % | 86.984 $ | +3.547 $ | +4,3 % |
| Crewe Advisors LLC | 123.680 $ | +12.251 $ | +11,0 % | 111.429 $ | +3.220 $ | +3,0 % | 108.209 $ | +1.467 $ | +1,4 % | |||
| Stone House Investment Management, LLC | 85.080 $ | -36.881 $ | -30,2 % | 121.961 $ | +13.128 $ | +12,1 % | 108.833 $ | +5.557 $ | +5,4 % | 103.276 $ | +3.153 $ | +3,1 % |
| Transce3nd, LLC | 86.756 $ | -35.120 $ | -28,8 % | 121.876 $ | +13.156 $ | +12,1 % | 108.720 $ | -4.184 $ | -3,7 % | 112.904 $ | +112.904 $ | |
| Kilter Group LLC | 121.104 $ | +12.941 $ | +12,0 % | 108.163 $ | -936 $ | -0,9 % | 109.099 $ | -939 $ | -0,9 % | |||
| Merrithew & Thorsten Inc | 118.000 $ | +16.000 $ | +15,7 % | 102.000 $ | -4.000 $ | -3,8 % | 106.000 $ | |||||
| PROTECTIVE LIFE CORP | 66.627 $ | -47.683 $ | -41,7 % | 114.310 $ | ||||||||
| JDM Financial Group LLC | 113.565 $ | +21.588 $ | +23,5 % | 91.977 $ | +3.549 $ | +4,0 % | 88.428 $ | -998 $ | -1,1 % | |||
| CGC Financial Services, LLC | 62.586 $ | -50.725 $ | -44,8 % | 113.311 $ | +12.903 $ | +12,9 % | 100.408 $ | +1.960 $ | +2,0 % | 98.448 $ | +2.344 $ | +2,4 % |
| Benson Wealth Management INC | 112.455 $ | +12.138 $ | +12,1 % | 100.317 $ | -2.055 $ | -2,0 % | 102.372 $ | |||||
| Milestone Investment Advisors LLC | 109.729 $ | -1.417 $ | -1,3 % | 111.146 $ | +6.205 $ | +5,9 % | 104.941 $ | +1.808 $ | +1,8 % | 103.133 $ | ||
| PETERSON WEALTH MANAGEMENT | 104.480 $ | -5.670 $ | -5,1 % | 110.150 $ | +13.607 $ | +14,1 % | 96.543 $ | |||||
| Steigerwald, Gordon & Koch Inc. | 109.433 $ | +9.760 $ | +9,8 % | 99.673 $ | -1.486 $ | -1,5 % | 101.159 $ | +29.904 $ | +42,0 % | |||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 109.269 $ | |||||||||||
| TUCKER ASSET MANAGEMENT LLC | 106.655 $ | |||||||||||
| Paladin Advisory Group, LLC | 106.278 $ | +5.723 $ | +5,7 % | 100.555 $ | +5.006 $ | +5,2 % | 95.549 $ | +6.227 $ | +7,0 % | |||
| HIGHLINE WEALTH PARTNERS LLC | 104.445 $ | +30.552 $ | +41,3 % | 73.893 $ | +21.988 $ | +42,4 % | 51.905 $ | +44.868 $ | +637,6 % | 7.037 $ | +123 $ | +1,8 % |
| Turn8 Private Wealth Inc. | 103.004 $ | |||||||||||
| Anfield Capital Management, LLC | 100.135 $ | +62.942 $ | +169,2 % | 37.193 $ | +794 $ | +2,2 % | ||||||
| Hickory Point Bank & Trust | 100.101 $ | +3.297 $ | +3,4 % | 96.804 $ | +2.222 $ | +2,3 % | 94.582 $ | |||||
| Compass Wealth Management LLC | 95.370 $ | |||||||||||
| Morse Asset Management, Inc | 94.226 $ | +11.222 $ | +13,5 % | 83.004 $ | -2.868 $ | -3,3 % | 85.872 $ | +587 $ | +0,7 % | |||
| Cranbrook Wealth Management, LLC | 81.215 $ | -8.992 $ | -10,0 % | 90.207 $ | +77.401 $ | +604,4 % | 12.806 $ | -2.310 $ | -15,3 % | 15.116 $ | +2.584 $ | +20,6 % |
| Downshift Financial, LLC | 80.911 $ | -3.188 $ | -3,8 % | 84.099 $ | ||||||||
| Fairway Wealth LLC | 82.941 $ | +868 $ | +1,1 % | 82.073 $ | ||||||||
| Community Financial Services Group, LLC | 80.480 $ | -505 $ | -0,6 % | 80.985 $ | +8.857 $ | +12,3 % | 72.128 $ | |||||
| CHILTON CAPITAL MANAGEMENT LLC | 46.452 $ | -32.718 $ | -41,3 % | 79.170 $ | +2.075 $ | +2,7 % | 77.095 $ | +30.067 $ | +63,9 % | 47.028 $ | +817 $ | +1,8 % |
| Capital Advisors, Ltd. LLC | 79.000 $ | +2.000 $ | +2,6 % | 77.000 $ | +2.000 $ | +2,7 % | 75.000 $ | +4.000 $ | +5,6 % | 71.000 $ | +5.000 $ | +7,6 % |
| ARCADIA INVESTMENT ADVISORS LLC | 77.255 $ | +157 $ | +0,2 % | 77.098 $ | +9.559 $ | +14,2 % | 67.539 $ | -1.269 $ | -1,8 % | 68.808 $ | +1.773 $ | +2,6 % |
| CDKV HOLDINGS LLC | 70.567 $ | -3.675 $ | -5,0 % | 74.242 $ | +7.913 $ | +11,9 % | 66.329 $ | +3.090 $ | +4,9 % | 63.239 $ | ||
| STEPH & CO | 71.769 $ | -2.464 $ | -3,3 % | 74.233 $ | +8.218 $ | +12,4 % | 66.015 $ | +2.903 $ | +4,6 % | 63.112 $ | +1.793 $ | +2,9 % |
| Grove Bank & Trust | 50.246 $ | -22.707 $ | -31,1 % | 72.953 $ | +23.162 $ | +46,5 % | 49.791 $ | +17.394 $ | +53,7 % | 32.397 $ | -102.127 $ | -75,9 % |
| Meriwether Wealth & Planning, LLC | 72.388 $ | -5.353.409 $ | -98,7 % | |||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 72.159 $ | +1.581 $ | +2,2 % | 70.578 $ | +24.193 $ | +52,2 % | 46.385 $ | -989 $ | -2,1 % | 47.374 $ | ||
| SOUTHERN MICHIGAN BANK & TRUST | 70.847 $ | -1.208 $ | -1,7 % | 72.055 $ | ||||||||
| United Community Bank | 45.951 $ | -2.633 $ | -5,4 % | 48.584 $ | +5.835 $ | +13,6 % | 42.749 $ | -28.746 $ | -40,2 % | 71.495 $ | +2.062 $ | +3,0 % |
| Clark Wealth Partners | 65.188 $ | -4.143 $ | -6,0 % | 69.331 $ | +9.439 $ | +15,8 % | 59.892 $ | +1.230 $ | +2,1 % | 58.662 $ | +0 $ | +0,0 % |
| Davidson Capital Management Inc. | 69.234 $ | |||||||||||
| Urban Financial Advisory Corp | 69.083 $ | +9.405 $ | +15,8 % | 59.678 $ | +1.225 $ | +2,1 % | 58.453 $ | +1.015 $ | +1,8 % | |||
| Truvestments Capital LLC | 66.949 $ | +3.519 $ | +5,5 % | 63.430 $ | +718 $ | +1,1 % | 62.712 $ | +2.188 $ | +3,6 % | |||
| Buck Wealth Strategies, LLC | 66.607 $ | +19.331 $ | +40,9 % | 47.276 $ | ||||||||
| Winch Advisory Services, LLC | 65.404 $ | +477 $ | +0,7 % | 64.927 $ | +7.472 $ | +13,0 % | 57.455 $ | -79 $ | -0,1 % | 57.534 $ | +1.955 $ | +3,5 % |
| FWL INVESTMENT MANAGEMENT, LLC | 65.040 $ | +11.891 $ | +22,4 % | 53.149 $ | ||||||||
| Banque Transatlantique SA | 64.613 $ | +8.213 $ | +14,6 % | 56.400 $ | ||||||||
| Miller Capital Partners, Inc. | 63.292 $ | +4.931 $ | +8,4 % | 58.361 $ | +2.130 $ | +3,8 % | 56.231 $ | |||||
| Key Capital Management, INC | 63.009 $ | +41.068 $ | +187,2 % | 21.941 $ | +7.784 $ | +55,0 % | 14.157 $ | +499 $ | +3,7 % | 13.658 $ | ||
| TD Capital Management LLC | 62.894 $ | |||||||||||
| Wealth Watch Advisors, INC | 62.076 $ | |||||||||||
| TOP Private Wealth LLC. | 59.226 $ | |||||||||||
| TOWER TRUST & INVESTMENT Co | 57.002 $ | -385 $ | -0,7 % | 57.387 $ | +6.048 $ | +11,8 % | 51.339 $ | +1.551 $ | +3,1 % | 49.788 $ | +1.870 $ | +3,9 % |
| Planning Strategies Inc. | 57.262 $ | +239 $ | +0,4 % | 57.023 $ | ||||||||
| GHP Investment Advisors, Inc. | 57.088 $ | +2.154 $ | +3,9 % | 54.934 $ | +2.052 $ | +3,9 % | 52.882 $ | +27.932 $ | +112,0 % | 24.950 $ | ||
| Quarry LP | 56.810 $ | |||||||||||
| Colonial Trust Advisors | 53.750 $ | |||||||||||
| Wellington Grp LLC | 53.210 $ | +684 $ | +1,3 % | 52.526 $ | ||||||||
| BARD ASSOCIATES INC | 50.364 $ | |||||||||||
| Quattro Advisors LLC | 49.163 $ | |||||||||||
| TRUST CO OF TOLEDO NA /OH/ | 47.321 $ | -1.248 $ | -2,6 % | 48.569 $ | +4.019 $ | +9,0 % | 44.550 $ | +2.185 $ | +5,2 % | 42.365 $ | +13.435 $ | +46,4 % |
| Bare Financial Services, Inc | 44.671 $ | +5.539 $ | +14,2 % | 39.132 $ | -735 $ | -1,8 % | 39.867 $ | +1.027 $ | +2,6 % | |||
| Rydar Equities, Inc. | 44.205 $ | |||||||||||
| PITTENGER & ANDERSON INC | 40.960 $ | -2.410 $ | -5,6 % | 43.370 $ | +5.381 $ | +14,2 % | 37.989 $ | +1.192 $ | +3,2 % | 36.797 $ | ||
| TOUNJIAN ADVISORY PARTNERS, LLC | 20.224 $ | -22.085 $ | -52,2 % | 42.309 $ | ||||||||
| Spurstone Advisory Services, LLC | 40.806 $ | +1.161 $ | +2,9 % | |||||||||
| Mascoma Wealth Management LLC | 38.203 $ | -1.990 $ | -5,0 % | 40.193 $ | +4.284 $ | +11,9 % | 35.909 $ | +1.673 $ | +4,9 % | 34.236 $ | +765 $ | +2,3 % |
| Strive Financial Group ,LLC | 40.113 $ | +12.113 $ | +43,3 % | 28.000 $ | +1.032 $ | +3,8 % | 26.968 $ | |||||
| Catherine Avery Investment Management LLC | 39.684 $ | -172 $ | -0,4 % | 39.856 $ | ||||||||
| Nicht ausgewiesen | 37.869 $ | |||||||||||
| Vestwell Advisors, LLC | 37.463 $ | -445.049 $ | -92,2 % | |||||||||
| Westside Investment Management, Inc. | 36.074 $ | -1.364 $ | -3,6 % | 37.438 $ | +4.264 $ | +12,9 % | 33.174 $ | +19.504 $ | +142,7 % | 13.670 $ | +349 $ | +2,6 % |
| BankPlus Trust Department | 37.085 $ | +4.598 $ | +14,2 % | 32.487 $ | -610 $ | -1,8 % | 33.097 $ | +852 $ | +2,6 % | |||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 36.036 $ | +801 $ | +2,3 % | |||||||||
| Eagle Bay Advisors LLC | 35.226 $ | |||||||||||
| Kingdom Financial Group LLC. | 34.947 $ | +2.545 $ | +7,9 % | 32.402 $ | +776 $ | +2,5 % | 31.626 $ | +6.551 $ | +26,1 % | 25.075 $ | ||
| SWAN Capital LLC | 32.388 $ | |||||||||||
| Bravera Wealth | 32.017 $ | +1.243 $ | +4,0 % | 30.774 $ | +601 $ | +2,0 % | 30.173 $ | |||||
| Lloyd Advisory Services, LLC. | 235 $ | +2 $ | +0,9 % | 233 $ | -31.393 $ | -99,3 % | 31.626 $ | +31.414 $ | +14.817,9 % | 212 $ | ||
| Johnson Financial Group, Inc. | 31.492 $ | +2.948 $ | +10,3 % | 28.544 $ | ||||||||
| Hilton Head Capital Partners, LLC | 30.180 $ | +1.000 $ | +3,4 % | 29.180 $ | +1.133 $ | +4,0 % | 28.047 $ | +608 $ | +2,2 % | 27.439 $ | ||
| Independence Bank of Kentucky | 29.765 $ | +9.227 $ | +44,9 % | |||||||||
| Park Place Capital Corp | 28.655 $ | +1.113 $ | +4,0 % | 27.542 $ | +597 $ | +2,2 % | 26.945 $ | |||||
| Hara Capital LLC | 26.150 $ | +1.461 $ | +5,9 % | 24.689 $ | +487 $ | +2,0 % | 24.202 $ | +1.074 $ | +4,6 % | 23.128 $ | +10.335 $ | +80,8 % |
| New England Capital Financial Advisors LLC | 14.455 $ | -11.232 $ | -43,7 % | 25.687 $ | +15.072 $ | +142,0 % | 10.615 $ | +240 $ | +2,3 % | 10.375 $ | ||
| Greenline Wealth Management LLC | 25.453 $ | |||||||||||
| Barnes Dennig Private Wealth Management LLC | 24.380 $ | |||||||||||
| Guardian Partners Inc. | 22.679 $ | +17.277 $ | +319,8 % | 5.402 $ | -9.600.461 $ | -99,9 % | ||||||
| Anchor Investment Management, LLC | 21.971 $ | +818 $ | +3,9 % | 21.153 $ | ||||||||
| GODSEY & GIBB, INC | 16.904 $ | +7.126 $ | +72,9 % | 9.778 $ | +224 $ | +2,3 % | 9.554 $ | -10.456 $ | -52,3 % | 20.010 $ | +1.515 $ | +8,2 % |
| Financial Gravity Companies, Inc. | 19.254 $ | |||||||||||
| RETIREMITTEN FINANCIAL LLC | 17.576 $ | |||||||||||
| Financial Gravity Asset Management, Inc. | 16.961 $ | +654 $ | +4,0 % | 16.307 $ | +665 $ | +4,3 % | ||||||
| Comprehensive Financial Planning, Inc./PA | 15.096 $ | -960 $ | -6,0 % | 16.056 $ | +2.186 $ | +15,8 % | 13.870 $ | +285 $ | +2,1 % | 13.585 $ | +235 $ | +1,8 % |
| Davis Capital Management | 16.036 $ | +1.750 $ | +12,2 % | 14.286 $ | +3.766 $ | +35,8 % | ||||||
| TSFG, LLC | 5.000 $ | -10.000 $ | -66,7 % | 15.000 $ | +1.000 $ | +7,1 % | 14.000 $ | +9.000 $ | +180,0 % | 5.000 $ | +0 $ | +0,0 % |
| MCGUIRE CAPITAL ADVISORS INC | 14.782 $ | +4.134 $ | +38,8 % | 10.648 $ | -200 $ | -1,8 % | 10.848 $ | |||||
| DEUTSCHE BANK AG\ | 14.197 $ | |||||||||||
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 13.623 $ | |||||||||||
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 13.586 $ | +1.850 $ | +15,8 % | 11.736 $ | +240 $ | +2,1 % | 11.496 $ | |||||
| Dorato Capital Management | 13.270 $ | +899 $ | +7,3 % | 12.371 $ | +479 $ | +4,0 % | 11.892 $ | |||||
| Cornerstone Financial Management LLC | 12.039 $ | |||||||||||
| Sunrise Financial Services, LLC | 785 $ | +75 $ | +10,6 % | 710 $ | -11.222 $ | -94,0 % | 11.932 $ | |||||
| Pinnacle Holdings, LLC | 10.435 $ | |||||||||||
| AMERICAN NATIONAL BANK & TRUST | 9.453 $ | +217 $ | +2,3 % | 9.236 $ | ||||||||
| Quest 10 Wealth Builders, Inc. | 7.668 $ | -1.619 $ | -17,4 % | 9.287 $ | +678 $ | +7,9 % | 8.609 $ | |||||
| Dynamic Wealth Strategies, LLC | 9.181 $ | +45 $ | +0,5 % | 9.136 $ | +711 $ | +8,4 % | 8.425 $ | +308 $ | +3,8 % | 8.117 $ | +335 $ | +4,3 % |
| Breakwater Investment Management | 8.118 $ | +267 $ | +3,4 % | 7.851 $ | +180 $ | +2,3 % | 7.671 $ | +419 $ | +5,8 % | 7.252 $ | +549 $ | +8,2 % |
| Atlantic Edge Private Wealth Management, LLC | 6.145 $ | +202 $ | +3,4 % | 5.943 $ | ||||||||
| Mechanics Financial Corp | 5.556 $ | |||||||||||
| Privatperson | 5.255 $ | -4 $ | -0,1 % | 5.259 $ | +759 $ | +16,9 % | 4.500 $ | +3.808 $ | +550,3 % | 692 $ | +28 $ | +4,2 % |
| ALTA CAPITAL MANAGEMENT LLC/ | 5.020 $ | |||||||||||
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 5.018 $ | +183 $ | +3,8 % | |||||||||
| MANNING & NAPIER ADVISORS LLC | 4.971 $ | +522 $ | +11,7 % | 4.449 $ | +7 $ | +0,2 % | 4.442 $ | +129 $ | +3,0 % | |||
| Monetary Solutions, Ltd | 4.889 $ | +21 $ | +0,4 % | 4.868 $ | ||||||||
| YANKCOM Partnership | 4.529 $ | +150 $ | +3,4 % | 4.379 $ | ||||||||
| Farmers & Merchants Trust Co of Chambersburg PA | 4.000 $ | |||||||||||
| Bangor Savings Bank | 3.294 $ | +449 $ | +15,8 % | 2.845 $ | +58 $ | +2,1 % | 2.787 $ | +49 $ | +1,8 % | |||
| IMG Wealth Management, Inc. | 3.293 $ | |||||||||||
| SRH ADVISORS, LLC | 3.043 $ | +100 $ | +3,4 % | 2.943 $ | +115 $ | +4,1 % | 2.828 $ | |||||
| Stephens Consulting, LLC | 2.669 $ | |||||||||||
| Clearstead Trust, LLC | 2.500 $ | -574.000 $ | -99,6 % | |||||||||
| Financial Network Wealth Advisors LLC | 2.178 $ | |||||||||||
| Kozak & Associates, Inc. | 342 $ | -1.333 $ | -79,6 % | 1.675 $ | +1.362 $ | +435,1 % | 313 $ | -44.339 $ | -99,3 % | |||
| High Note Wealth, LLC | 1.090 $ | |||||||||||
| NFSG Corp | 972 $ | |||||||||||
| Sankala Group LLC | 920 $ | +516 $ | +127,7 % | 404 $ | -48 $ | -10,6 % | 452 $ | |||||
| WOLFF WIESE MAGANA LLC | 609 $ | |||||||||||
| TOMPKINS FINANCIAL CORP | 585 $ | +21 $ | +3,7 % | 564 $ | +25 $ | +4,6 % | ||||||
| Citizens National Bank Trust Department | 447 $ | +15 $ | +3,5 % | 432 $ | +10 $ | +2,4 % | 422 $ | |||||
| WPG Advisers, LLC | 335 $ | +11 $ | +3,4 % | 324 $ | +7 $ | +2,2 % | 317 $ | +18 $ | +6,0 % | 299 $ | ||
| Annis Gardner Whiting Capital Advisors, LLC | 296 $ | |||||||||||
| Private Wealth Asset Management, LLC | 234 $ | +30 $ | +14,7 % | 204 $ | ||||||||
| LOGAN CAPITAL MANAGEMENT INC | 2 $ | |||||||||||
| FIRST CITIZENS INVESTOR SERVICES, INC. | 0 $ | -2.553.442 $ | -100,0 % | |||||||||
| Gesamt | 119.368.853.406 $ | -7.521.686.692 $ | +83,8 % | 239.141.455.950 $ | +31.215.726.291 $ | +155,4 % | 207.694.441.920 $ | +8.716.237.587 $ | +162,0 % | 199.307.122.086 $ | +18.881.356.103 $ | +106,8 % |