| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 5.680.657.916 $ | +488.052.158 $ | +388,6 % | 5.045.905.599 $ | +183.714.827 $ | +520,5 % | 4.957.723.944 $ | +724.024.440 $ | +48,4 % | 4.233.365.898 $ | +625.636.634 $ | +51,7 % | |
| POTOMAC FUND MANAGEMENT INC /ADV | 536.708.589 $ | +213.741.885 $ | +66,2 % | 322.966.704 $ | -205.315.992 $ | -38,9 % | 528.282.696 $ | -5.191.467 $ | -1,0 % | 533.474.163 $ | +316.274.481 $ | +145,6 % |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 423.402.441 $ | -43.346.382 $ | -9,3 % | 466.748.823 $ | -324.226 $ | -0,1 % | 467.073.049 $ | +141.116.471 $ | +43,3 % | 325.956.578 $ | -16.132.589 $ | -4,7 % |
| ENVESTNET ASSET MANAGEMENT INC | 435.331.005 $ | +19.475.420 $ | +4,7 % | 415.855.585 $ | +41.165.721 $ | +11,0 % | 374.689.864 $ | +310.177.751 $ | +480,8 % | 64.512.113 $ | +6.983.932 $ | +12,1 % |
| Gradient Investments LLC | 309.432.655 $ | +4.347.808 $ | +1,4 % | 305.084.847 $ | +44.976.971 $ | +17,3 % | 260.107.876 $ | +25.042.202 $ | +10,7 % | 235.065.674 $ | +25.540.339 $ | +12,2 % |
| BANK OF AMERICA CORP /DE/ | 256.811.048 $ | -32.994.029 $ | -11,4 % | 289.805.077 $ | +63.135.752 $ | +27,9 % | 226.669.325 $ | +22.718.936 $ | +11,1 % | 203.950.389 $ | +41.654.995 $ | +25,7 % |
| Q3 Asset Management | 272.547.000 $ | +31.441.000 $ | +13,0 % | 241.106.000 $ | +65.904.000 $ | +37,6 % | 175.202.000 $ | +2.501.000 $ | +1,4 % | |||
| Prime Capital Investment Advisors, LLC | 190.985.521 $ | +97.606.316 $ | +104,5 % | 93.379.205 $ | +23.701.384 $ | +34,0 % | 69.677.821 $ | +922.024 $ | +1,3 % | 68.755.797 $ | +3.493.643 $ | +5,4 % |
| Pineridge Advisors LLC | 168.191.949 $ | +71.220.572 $ | +73,4 % | |||||||||
| Carrera Capital Advisors | 160.090.722 $ | +6.302.514 $ | +4,1 % | 153.788.208 $ | +11.322.534 $ | +7,9 % | 142.465.674 $ | -6.115.003 $ | -4,1 % | 148.580.677 $ | +7.535.198 $ | +5,3 % |
| JPMORGAN CHASE & CO | 58.151.820 $ | -20.751.297 $ | -26,3 % | 78.903.117 $ | +7.349.678 $ | +10,3 % | 71.553.439 $ | -73.095.841 $ | -50,5 % | 144.649.280 $ | +80.541.909 $ | +125,6 % |
| Tanager Wealth Management LLP | 137.628.941 $ | +13.428.447 $ | +10,8 % | 124.200.494 $ | +6.374.294 $ | +5,4 % | 117.826.200 $ | -12.673.797 $ | -9,7 % | 130.499.997 $ | +1.316.493 $ | +1,0 % |
| AE Wealth Management LLC | 135.126.843 $ | +2.397.575 $ | +1,8 % | 132.729.268 $ | +18.159.451 $ | +15,9 % | 114.569.817 $ | +10.849.408 $ | +10,5 % | 103.720.409 $ | +16.961.027 $ | +19,5 % |
| FIFTH THIRD BANCORP | 102.584.389 $ | +97.832.609 $ | +2.058,9 % | 4.751.780 $ | ||||||||
| EP Wealth Advisors, LLC | 100.799.748 $ | +20.317.432 $ | +25,2 % | 80.482.316 $ | +9.046.734 $ | +12,7 % | 71.435.582 $ | +41.119.948 $ | +135,6 % | |||
| TOTAL INVESTMENT MANAGEMENT INC | 55.392.023 $ | -34.168.359 $ | -38,2 % | 89.560.382 $ | -1.227.151 $ | -1,4 % | 90.787.533 $ | -1.359.175 $ | -1,5 % | 92.146.708 $ | -1.522.921 $ | -1,6 % |
| OneDigital Investment Advisors LLC | 78.149.530 $ | +7.408.437 $ | +10,5 % | 70.741.093 $ | -901.104 $ | -1,3 % | 71.642.197 $ | -13.695.497 $ | -16,0 % | 85.337.694 $ | +5.070.465 $ | +6,3 % |
| Focus Partners Wealth | 85.279.380 $ | +14.233.421 $ | +20,0 % | 71.045.959 $ | +5.736.695 $ | +8,8 % | 65.309.264 $ | +9.768.454 $ | +17,6 % | 55.540.810 $ | +1.757.658 $ | +3,3 % |
| Nemes Rush Group LLC | 72.776.150 $ | +8.826.998 $ | +13,8 % | 63.949.152 $ | +13.071.815 $ | +25,7 % | 50.877.337 $ | +11.137.574 $ | +28,0 % | 39.739.763 $ | +11.103.746 $ | +38,8 % |
| a16z Perennial Management, L.P. | 70.059.360 $ | +111.360 $ | +0,2 % | 69.948.000 $ | -236.640 $ | -0,3 % | 70.184.640 $ | +111.360 $ | +0,2 % | |||
| Kestra Investment Management, LLC | 64.661.807 $ | +11.022.978 $ | +20,6 % | 53.638.829 $ | ||||||||
| BANK OF MONTREAL /CAN/ | 62.999.736 $ | +14.276.289 $ | +29,3 % | 48.723.447 $ | +24.272.594 $ | +99,3 % | 24.450.853 $ | +356.528 $ | +1,5 % | 24.094.325 $ | -1.402.799 $ | -5,5 % |
| ATWOOD & PALMER INC | 61.156.924 $ | +1.168.063 $ | +1,9 % | 59.988.861 $ | +843.932 $ | +1,4 % | 59.144.929 $ | +1.427.512 $ | +2,5 % | 57.717.417 $ | +1.934.687 $ | +3,5 % |
| Cetera Investment Advisers | 57.980.066 $ | +9.372.308 $ | +19,3 % | 48.607.758 $ | +3.741.592 $ | +8,3 % | 44.866.166 $ | +3.754.953 $ | +9,1 % | 41.111.213 $ | +8.894.673 $ | +27,6 % |
| WELLS FARGO & COMPANY/MN | 45.280.944 $ | -2.512.532 $ | -5,3 % | 47.793.476 $ | -6.959.240 $ | -12,7 % | 54.752.716 $ | +44.747.918 $ | +447,3 % | 10.004.798 $ | -13.800.935 $ | -58,0 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 15.474.000 $ | +2.182.000 $ | +16,4 % | 13.292.000 $ | -39.657.000 $ | -74,9 % | 52.949.000 $ | +44.101.000 $ | +498,4 % | 8.848.000 $ | -23.376.000 $ | -72,5 % |
| ROYAL BANK OF CANADA | 52.091.000 $ | +13.060.000 $ | +33,5 % | 39.031.000 $ | +16.684.000 $ | +74,7 % | 22.347.000 $ | +20.635.000 $ | +1.205,3 % | 1.712.000 $ | -2.190.000 $ | -56,1 % |
| STRAIGHTLINE GROUP LLC | 51.372.409 $ | -241.371 $ | -0,5 % | 51.613.780 $ | +1.803.858 $ | +3,6 % | 49.809.922 $ | +625.222 $ | +1,3 % | 49.184.700 $ | +2.341.172 $ | +5,0 % |
| CWM, LLC | 46.585.373 $ | +3.254.373 $ | +7,5 % | 43.331.000 $ | +1.593.000 $ | +3,8 % | 41.738.000 $ | +3.572.000 $ | +9,4 % | |||
| 3EDGE Asset Management, LP | 5.859.279 $ | -30.733.703 $ | -84,0 % | 36.592.982 $ | +277.833 $ | +0,8 % | 36.315.149 $ | -9.138.504 $ | -20,1 % | 45.453.653 $ | -549.410 $ | -1,2 % |
| SMITH, MOORE & CO. | 44.953.523 $ | +347.972 $ | +0,8 % | 44.605.551 $ | +4.669.117 $ | +11,7 % | 39.936.434 $ | +3.131.759 $ | +8,5 % | 36.804.675 $ | +12.131.666 $ | +49,2 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 41.514.668 $ | +2.128.576 $ | +5,4 % | 39.386.092 $ | ||||||||
| ASSETMARK, INC | 40.715.726 $ | +17.556.485 $ | +75,8 % | 23.159.241 $ | +3.609.383 $ | +18,5 % | 19.549.858 $ | |||||
| MORGAN STANLEY | 14.831.661 $ | -8.627.956 $ | -36,8 % | 23.459.617 $ | -4.439.116 $ | -15,9 % | 27.898.733 $ | -11.396.633 $ | -29,0 % | 39.295.366 $ | -1.616.042 $ | -4,0 % |
| GOLDMAN SACHS GROUP INC | 36.697.331 $ | +9.473.728 $ | +34,8 % | 27.223.603 $ | +12.882.854 $ | +89,8 % | 14.340.749 $ | +1.915.342 $ | +15,4 % | 12.425.407 $ | +7.136.075 $ | +134,9 % |
| JDM Financial Group LLC | 25.717.801 $ | -4.992.572 $ | -16,3 % | 30.710.373 $ | -3.269.382 $ | -9,6 % | 33.979.755 $ | +6.490.540 $ | +23,6 % | 27.489.215 $ | +13.808.345 $ | +100,9 % |
| Strait & Sound Wealth Management LLC | 33.926.837 $ | +3.496.089 $ | +11,5 % | 30.430.748 $ | +1.252.651 $ | +4,3 % | 29.178.097 $ | +568.073 $ | +2,0 % | 28.610.024 $ | +1.746.150 $ | +6,5 % |
| Mattson Financial Services, LLC | 33.827.135 $ | +1.149.468 $ | +3,5 % | 32.677.667 $ | +3.084.821 $ | +10,4 % | 29.592.846 $ | +3.758.448 $ | +14,5 % | 25.834.398 $ | +2.117.974 $ | +8,9 % |
| Orion Porfolio Solutions, LLC | 7.215.188 $ | -6.016.683 $ | -45,5 % | 13.231.871 $ | -19.800.329 $ | -59,9 % | 33.032.200 $ | +823.322 $ | +2,6 % | 32.208.878 $ | +10.080.361 $ | +45,6 % |
| Donoghue Forlines LLC | 23.593.882 $ | -7.700.716 $ | -24,6 % | 31.294.598 $ | -1.554.625 $ | -4,7 % | 32.849.223 $ | |||||
| JANE STREET GROUP, LLC | 16.853.028 $ | -14.069.695 $ | -45,5 % | 30.922.723 $ | -373.476 $ | -1,2 % | 31.296.199 $ | +12.163.102 $ | +63,6 % | 19.133.097 $ | -4.570.842 $ | -19,3 % |
| Lido Advisors, LLC | 31.193.714 $ | +579.746 $ | +1,9 % | 30.613.968 $ | +8.782.135 $ | +40,2 % | 21.831.833 $ | -4.224.083 $ | -16,2 % | 26.055.916 $ | +14.108.245 $ | +118,1 % |
| Pasadena Private Wealth, LLC | 30.811.099 $ | +10.414.424 $ | +51,1 % | 20.396.675 $ | ||||||||
| Virtue Capital Management, LLC | 21.462.942 $ | -6.133.334 $ | -22,2 % | 27.596.276 $ | ||||||||
| Janney Montgomery Scott LLC | 19.201.000 $ | -7.869.000 $ | -29,1 % | 27.070.000 $ | +12.979.000 $ | +92,1 % | 14.091.000 $ | +4.400.000 $ | +45,4 % | 9.691.000 $ | +3.008.000 $ | +45,0 % |
| SoundView Advisors Inc. | 26.090.000 $ | -849.000 $ | -3,2 % | 26.939.000 $ | +1.218.000 $ | +4,7 % | ||||||
| Northland Capital Management LLC | 26.917.939 $ | +953.181 $ | +3,7 % | 25.964.758 $ | +21.409.377 $ | +470,0 % | 4.555.381 $ | +222.714 $ | +5,1 % | 4.332.667 $ | +65.806 $ | +1,5 % |
| Viaable, LLC | 26.648.788 $ | |||||||||||
| Oasis Advisors, LLC | 3.699.526 $ | -12.183.748 $ | -76,7 % | 15.883.274 $ | -10.381.404 $ | -39,5 % | 26.264.678 $ | |||||
| MML INVESTORS SERVICES, LLC | 26.148.824 $ | +8.261.164 $ | +46,2 % | 17.887.660 $ | +5.009.620 $ | +38,9 % | 12.878.040 $ | -956.669 $ | -6,9 % | 13.834.709 $ | +1.535.709 $ | +12,5 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26.144.554 $ | +24.000.709 $ | +1.119,5 % | 2.143.845 $ | -2.720.133 $ | -55,9 % | 4.863.978 $ | +1.513.086 $ | +45,2 % | 3.350.892 $ | +1.246.640 $ | +59,2 % |
| Empowered Funds, LLC | 25.439.539 $ | +8.072.710 $ | +46,5 % | 17.366.829 $ | +1.897.718 $ | +12,3 % | 15.469.111 $ | +2.147.929 $ | +16,1 % | 13.321.182 $ | +3.508.519 $ | +35,8 % |
| Cerity Partners LLC | 17.470.083 $ | -7.874.389 $ | -31,1 % | 25.344.472 $ | ||||||||
| Austin Private Wealth, LLC | 23.099.601 $ | -2.008.789 $ | -8,0 % | 25.108.390 $ | -1.528.653 $ | -5,7 % | ||||||
| SILVER OAK SECURITIES, INCORPORATED | 23.180.883 $ | -1.808.704 $ | -7,2 % | 24.989.587 $ | +2.103.329 $ | +9,2 % | 22.886.258 $ | +10.676.514 $ | +87,4 % | 12.209.744 $ | +6.989.608 $ | +133,9 % |
| ACCESS FINANCIAL SERVICES, INC. | 24.170.542 $ | +848.847 $ | +3,6 % | 23.321.695 $ | +1.933.249 $ | +9,0 % | 21.388.446 $ | +441.798 $ | +2,1 % | 20.946.648 $ | -1.619.817 $ | -7,2 % |
| Sound Income Strategies, LLC | 23.677.847 $ | +2.403.186 $ | +11,3 % | 21.274.661 $ | +309.359 $ | +1,5 % | 20.965.302 $ | +3.719.014 $ | +21,6 % | 17.246.288 $ | +2.712.676 $ | +18,7 % |
| Blue Trust, Inc. | 23.223.407 $ | +23.165.626 $ | +40.092,1 % | 57.781 $ | +5.613 $ | +10,8 % | 52.168 $ | -20.505 $ | -28,2 % | 72.673 $ | ||
| Capital Investment Counsel, LLC | 23.037.757 $ | +2.179.256 $ | +10,4 % | 20.858.501 $ | +6.126.634 $ | +41,6 % | 14.731.867 $ | +7.747.295 $ | +110,9 % | 6.984.572 $ | ||
| Valtinson Bruner Financial Planning LLC | 22.649.535 $ | +408.713 $ | +1,8 % | 22.240.822 $ | +1.358.038 $ | +6,5 % | 20.882.784 $ | +1.592.573 $ | +8,3 % | 19.290.211 $ | +854.630 $ | +4,6 % |
| VICTORY FINANCIAL GROUP, LLC | 21.868.804 $ | +19.375.217 $ | +777,0 % | 2.493.587 $ | +1.009.649 $ | +68,0 % | 1.483.938 $ | +234.966 $ | +18,8 % | 1.248.972 $ | +193.825 $ | +18,4 % |
| DUTCH ASSET Corp | 19.555.804 $ | -1.020.290 $ | -5,0 % | 20.576.094 $ | +939.094 $ | +4,8 % | 19.637.000 $ | |||||
| Brown Financial Advisors | 20.268.549 $ | +4.585.451 $ | +29,2 % | 15.683.098 $ | +36.086 $ | +0,2 % | 15.647.012 $ | +1.421.510 $ | +10,0 % | |||
| Horst & Graben Wealth Management LLC | 14.414.698 $ | -5.833.839 $ | -28,8 % | 20.248.537 $ | +833.070 $ | +4,3 % | 19.415.467 $ | -337.048 $ | -1,7 % | 19.752.515 $ | +1.979.669 $ | +11,1 % |
| Arax Advisory Partners | 19.942.312 $ | +1.256.546 $ | +6,7 % | 18.685.766 $ | +18.672.359 $ | +139.273,2 % | 13.407 $ | +24 $ | +0,2 % | 13.383 $ | +279 $ | +2,1 % |
| Ameritas Advisory Services, LLC | 19.866.112 $ | +12.476.491 $ | +168,8 % | 7.389.621 $ | +6.714.181 $ | +994,0 % | 675.440 $ | +464.590 $ | +220,3 % | 210.850 $ | +126.530 $ | +150,1 % |
| STAR Financial Bank | 7.624.224 $ | -2.719.737 $ | -26,3 % | 10.343.961 $ | -8.925.809 $ | -46,3 % | 19.269.770 $ | +5.380.031 $ | +38,7 % | 13.889.739 $ | +10.764.111 $ | +344,4 % |
| Advisors Preferred, LLC | 18.986.877 $ | +4.949.840 $ | +35,3 % | 14.037.037 $ | +1.989.949 $ | +16,5 % | 12.047.088 $ | +2.396 $ | +0,0 % | 12.044.692 $ | +19.168 $ | +0,2 % |
| S&A Financial Services, Inc. | 18.862.362 $ | +1.215.572 $ | +6,9 % | 17.646.790 $ | ||||||||
| Signal Advisors Wealth, LLC | 18.230.254 $ | +4.387.685 $ | +31,7 % | 13.842.569 $ | -842.646 $ | -5,7 % | 14.685.215 $ | +2.595.995 $ | +21,5 % | 12.089.220 $ | +5.069.339 $ | +72,2 % |
| ARVEST INVESTMENTS, INC. | 18.193.616 $ | +12.177.813 $ | +202,4 % | 6.015.803 $ | ||||||||
| Aptus Capital Advisors, LLC | 14.027.503 $ | -1.041.556 $ | -6,9 % | 15.069.059 $ | -1.791.878 $ | -10,6 % | 16.860.937 $ | -1.288.357 $ | -7,1 % | 18.149.294 $ | -2.243.050 $ | -11,0 % |
| Vestmark Advisory Solutions, Inc. | 9.616.224 $ | -8.451.063 $ | -46,8 % | 18.067.287 $ | ||||||||
| Legacy CG, LLC | 8.420.060 $ | -2.258.263 $ | -21,1 % | 10.678.323 $ | -4.367.225 $ | -29,0 % | 15.045.548 $ | -2.949.046 $ | -16,4 % | 17.994.594 $ | -235.855 $ | -1,3 % |
| eCIO, Inc. | 17.535.578 $ | +4.399.208 $ | +33,5 % | 13.136.370 $ | +5.087.182 $ | +63,2 % | 8.049.188 $ | +7.297.442 $ | +970,7 % | |||
| Meridian Wealth Management, LLC | 17.234.818 $ | +471.401 $ | +2,8 % | 16.763.417 $ | +1.157.629 $ | +7,4 % | 15.605.788 $ | +13.138.063 $ | +532,4 % | 2.467.725 $ | +908.967 $ | +58,3 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 15.185.621 $ | -1.921.899 $ | -11,2 % | 17.107.520 $ | +1.139.666 $ | +7,1 % | 15.967.854 $ | +6.347.465 $ | +66,0 % | 9.620.389 $ | +966.389 $ | +11,2 % |
| Buck Wealth Strategies, LLC | 16.887.616 $ | +505.557 $ | +3,1 % | 16.382.059 $ | +2.990.736 $ | +22,3 % | 13.391.323 $ | -543.015 $ | -3,9 % | 13.934.338 $ | -287.883 $ | -2,0 % |
| One Wealth Advisors, LLC | 10.191.666 $ | -6.445.494 $ | -38,7 % | 16.637.160 $ | +930.610 $ | +5,9 % | 15.706.550 $ | -168.976 $ | -1,1 % | 15.875.526 $ | +1.743.042 $ | +12,3 % |
| &PARTNERS | 13.689.886 $ | -2.833.847 $ | -17,2 % | 16.523.733 $ | +6.507.630 $ | +65,0 % | 10.016.103 $ | +3.612.161 $ | +56,4 % | 6.403.942 $ | +5.867.720 $ | +1.094,3 % |
| Diversify Advisory Services, LLC | 15.467.552 $ | |||||||||||
| DIVERSIFY WEALTH MANAGEMENT, LLC | 15.467.552 $ | +7.965.280 $ | +106,2 % | 7.502.272 $ | +17.782 $ | +0,2 % | 7.484.490 $ | +557.571 $ | +8,0 % | 6.926.919 $ | -2.608 $ | -0,0 % |
| STIFEL FINANCIAL CORP | 12.472.945 $ | +1.398.108 $ | +12,6 % | 11.074.837 $ | +558.023 $ | +5,3 % | 10.516.814 $ | -4.872.464 $ | -31,7 % | 15.389.278 $ | +6.095.584 $ | +65,6 % |
| INCOME RESEARCH & MANAGEMENT | 15.055.310 $ | +20 $ | +0,0 % | 15.055.290 $ | -102.730 $ | -0,7 % | 15.158.020 $ | +2.180 $ | +0,0 % | 15.155.840 $ | +176.060 $ | +1,2 % |
| Stadion Money Management, LLC | 14.851.140 $ | +14.836.260 $ | +99.706,0 % | 14.880 $ | -14.712.242 $ | -99,9 % | 14.727.122 $ | +1.696.867 $ | +13,0 % | 13.030.255 $ | -223.148 $ | -1,7 % |
| DORVAL Corp | 14.650.145 $ | +764.917 $ | +5,5 % | 13.885.228 $ | +5.326.999 $ | +62,2 % | 8.558.229 $ | +3.127.757 $ | +57,6 % | 5.430.472 $ | +3.177.591 $ | +141,0 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 14.228.051 $ | +1.168.440 $ | +8,9 % | 13.059.611 $ | ||||||||
| Encompass More Asset Management | 14.198.937 $ | +2.637.840 $ | +22,8 % | 11.561.097 $ | +3.327.075 $ | +40,4 % | 8.234.022 $ | +761.259 $ | +10,2 % | 7.472.763 $ | +1.158.295 $ | +18,3 % |
| Blume Capital Management, Inc. | 4.153.783 $ | -114.921 $ | -2,7 % | 4.268.704 $ | -195.182 $ | -4,4 % | 4.463.886 $ | -9.516.056 $ | -68,1 % | 13.979.942 $ | +2.116.732 $ | +17,8 % |
| MGO ONE SEVEN LLC | 11.000.867 $ | -556.192 $ | -4,8 % | 11.557.059 $ | -95.106 $ | -0,8 % | 11.652.165 $ | -2.227.510 $ | -16,0 % | 13.879.675 $ | +2.000.697 $ | +16,8 % |
| Warren Street Wealth Advisors, LLC | 13.107.763 $ | +1.111.455 $ | +9,3 % | 11.996.308 $ | -295.836 $ | -2,4 % | 12.292.144 $ | +1.236.994 $ | +11,2 % | 11.055.150 $ | +1.141.178 $ | +11,5 % |
| Dynamic Advisor Solutions LLC | 12.886.373 $ | +2.456.559 $ | +23,6 % | 10.429.814 $ | +1.764.663 $ | +20,4 % | 8.665.151 $ | +1.688.765 $ | +24,2 % | 6.976.386 $ | +2.572.959 $ | +58,4 % |
| Paladin Wealth, LLC | 12.757.158 $ | +1.966.975 $ | +18,2 % | 10.790.183 $ | +1.139.051 $ | +11,8 % | 9.651.132 $ | +965.174 $ | +11,1 % | 8.685.958 $ | +1.369.062 $ | +18,7 % |
| Ausdal Financial Partners, Inc. | 5.043.175 $ | -7.480.313 $ | -59,7 % | 12.523.488 $ | +3.183.178 $ | +34,1 % | 9.340.310 $ | +4.754.417 $ | +103,7 % | 4.585.893 $ | +1.362.645 $ | +42,3 % |
| CITADEL ADVISORS LLC | 8.954.323 $ | -1.863.969 $ | -17,2 % | 10.818.292 $ | -1.462.381 $ | -11,9 % | 12.280.673 $ | +3.398.986 $ | +38,3 % | 8.881.687 $ | -2.083.991 $ | -19,0 % |
| FULLCIRCLE WEALTH LLC | 12.050.325 $ | -615.690 $ | -4,9 % | |||||||||
| Advyzon Investment Management, LLC | 12.049.048 $ | +2.491.349 $ | +26,1 % | 9.557.699 $ | +6.235.358 $ | +187,7 % | 3.322.341 $ | -1.142.428 $ | -25,6 % | |||
| CAMBIENT FAMILY OFFICE, LLC | 10.538.202 $ | -1.201.220 $ | -10,2 % | 11.739.422 $ | +5.280.250 $ | +81,7 % | 6.459.172 $ | |||||
| Cambridge Investment Research Advisors, Inc. | 11.432.000 $ | -263.000 $ | -2,2 % | 11.695.000 $ | +1.450.000 $ | +14,2 % | 10.245.000 $ | +892.000 $ | +9,5 % | 9.353.000 $ | +471.000 $ | +5,3 % |
| WESPAC Advisors SoCal, LLC | 10.876.466 $ | +24.177 $ | +0,2 % | 10.852.289 $ | -783.019 $ | -6,7 % | 11.635.308 $ | +160.892 $ | +1,4 % | 11.474.416 $ | +644.897 $ | +6,0 % |
| Heck Capital Advisors, LLC | 11.324.702 $ | +754.880 $ | +7,1 % | 10.569.822 $ | +283.023 $ | +2,8 % | 10.286.799 $ | +920.283 $ | +9,8 % | 9.366.516 $ | +932.045 $ | +11,1 % |
| North Forty Two & Co. | 11.240.374 $ | +1.753.346 $ | +18,5 % | 9.487.028 $ | +1.035.788 $ | +12,3 % | 8.451.240 $ | +3.362.069 $ | +66,1 % | 5.089.171 $ | ||
| Laurel Wealth Advisors LLC | 11.122.176 $ | +412.448 $ | +3,9 % | 10.709.728 $ | +1.424.482 $ | +15,3 % | 9.285.246 $ | +1.147.572 $ | +14,1 % | 8.137.674 $ | +711.845 $ | +9,6 % |
| Financial Guidance Group, Inc. | 10.340.672 $ | -683.172 $ | -6,2 % | 11.023.844 $ | +15.873 $ | +0,1 % | 11.007.971 $ | +574.373 $ | +5,5 % | 10.433.598 $ | -631.859 $ | -5,7 % |
| State of New Jersey Common Pension Fund D | 10.969.500 $ | +49.500 $ | +0,5 % | 10.920.000 $ | +5.216.250 $ | +91,5 % | 5.703.750 $ | |||||
| One Capital Management, LLC | 10.671.857 $ | +0 $ | +0,0 % | 10.671.857 $ | +429.765 $ | +4,2 % | 10.242.092 $ | +53.383 $ | +0,5 % | 10.188.709 $ | +425.295 $ | +4,4 % |
| Fairlight Advisors | 10.372.652 $ | |||||||||||
| Sigma Planning Corp | 8.144.980 $ | -1.631.431 $ | -16,7 % | 9.776.411 $ | +277.908 $ | +2,9 % | 9.498.503 $ | -382.155 $ | -3,9 % | 9.880.658 $ | +104.779 $ | +1,1 % |
| LPL Financial LLC | 9.875.697 $ | +3.105.884 $ | +45,9 % | 6.769.813 $ | +352.550 $ | +5,5 % | 6.417.263 $ | +1.616.158 $ | +33,7 % | 4.801.105 $ | +403.139 $ | +9,2 % |
| CacheTech Inc. | 9.764.296 $ | +407.920 $ | +4,4 % | 9.356.376 $ | -184.740 $ | -1,9 % | 9.541.116 $ | +121.191 $ | +1,3 % | 9.419.925 $ | -1.562.402 $ | -14,2 % |
| NorthCoast Asset Management LLC | 9.707.620 $ | -126.430 $ | -1,3 % | |||||||||
| BCGM Wealth Management, LLC | 9.615.382 $ | +371.658 $ | +4,0 % | 9.243.724 $ | +701.949 $ | +8,2 % | 8.541.775 $ | +280.405 $ | +3,4 % | 8.261.370 $ | +366.372 $ | +4,6 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 9.281.208 $ | -5.708 $ | -0,1 % | 9.286.916 $ | +4.930.000 $ | +113,2 % | 4.356.916 $ | +708.764 $ | +19,4 % | 3.648.152 $ | +831.043 $ | +29,5 % |
| Adams Wealth Management | 9.090.583 $ | +259.059 $ | +2,9 % | 8.831.524 $ | -265.971 $ | -2,9 % | 9.097.495 $ | -130.983 $ | -1,4 % | 9.228.478 $ | -1.562.557 $ | -14,5 % |
| Inspire Advisors, LLC | 8.727.636 $ | -210.478 $ | -2,4 % | 8.938.114 $ | +5.155.253 $ | +136,3 % | 3.782.861 $ | +411.834 $ | +12,2 % | 3.371.027 $ | +488.426 $ | +16,9 % |
| PARK AVENUE SECURITIES LLC | 8.532.000 $ | +1.510.000 $ | +21,5 % | 7.022.000 $ | -1.811.000 $ | -20,5 % | 8.833.000 $ | |||||
| Invesco Ltd. | 8.772.400 $ | +2.764.450 $ | +46,0 % | 6.007.950 $ | +2.082.950 $ | +53,1 % | 3.925.000 $ | +43.000 $ | +1,1 % | |||
| Beacon Capital Management, Inc. | 466.428 $ | +247.787 $ | +113,3 % | 218.641 $ | -2.927.580 $ | -93,1 % | 3.146.221 $ | -5.578.848 $ | -63,9 % | 8.725.069 $ | ||
| Delos Wealth Advisors, LLC | 8.055.737 $ | +1.311.750 $ | +19,5 % | 6.743.987 $ | +645.515 $ | +10,6 % | 6.098.472 $ | +218.846 $ | +3,7 % | 5.879.626 $ | +432.999 $ | +7,9 % |
| TOEWS CORP /ADV | 7.937.919 $ | |||||||||||
| Farther Finance Advisors, LLC | 7.406.103 $ | -476.382 $ | -6,0 % | 7.882.485 $ | +671.902 $ | +9,3 % | 7.210.583 $ | +2.582.744 $ | +55,8 % | 4.627.839 $ | +2.477.830 $ | +115,2 % |
| Mayflower Financial Advisors, LLC | 7.866.218 $ | +602.132 $ | +8,3 % | 7.264.086 $ | +771.932 $ | +11,9 % | 6.492.154 $ | +228.020 $ | +3,6 % | 6.264.134 $ | +1.201.121 $ | +23,7 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 3.580.156 $ | -357.912 $ | -9,1 % | 3.938.068 $ | -1.810.699 $ | -31,5 % | 5.748.767 $ | -1.929.813 $ | -25,1 % | 7.678.580 $ | -1.611.207 $ | -17,3 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.662.511 $ | +3.155.736 $ | +70,0 % | 4.506.775 $ | -820.028 $ | -15,4 % | 5.326.803 $ | +2.170.207 $ | +68,8 % | 3.156.596 $ | -9.513.546 $ | -75,1 % |
| SYON CAPITAL LLC | 2.436.582 $ | -531.479 $ | -17,9 % | 2.968.061 $ | -4.510.898 $ | -60,3 % | 7.478.959 $ | +220.189 $ | +3,0 % | 7.258.770 $ | +1.605.958 $ | +28,4 % |
| Daviman Financial, LLC | 4.336.103 $ | -2.938.467 $ | -40,4 % | 7.274.570 $ | +322.969 $ | +4,6 % | 6.951.601 $ | |||||
| TSA Wealth Managment LLC | 6.595.791 $ | +1.202.563 $ | +22,3 % | 5.393.228 $ | -105.889 $ | -1,9 % | 5.499.117 $ | -1.737.812 $ | -24,0 % | 7.236.929 $ | +566.671 $ | +8,5 % |
| FFG RETIREMENT ADVISORS LLC | 7.121.226 $ | -43.674 $ | -0,6 % | 7.164.900 $ | +627.035 $ | +9,6 % | 6.537.865 $ | -9.080 $ | -0,1 % | 6.546.945 $ | -386.795 $ | -5,6 % |
| Wealthcare Advisory Partners LLC | 4.878.981 $ | +309.280 $ | +6,8 % | 4.569.701 $ | -169.624 $ | -3,6 % | 4.739.325 $ | -2.256.529 $ | -32,3 % | 6.995.854 $ | +135.170 $ | +2,0 % |
| Smart Portfolios, LLC | 6.946.183 $ | +313.002 $ | +4,7 % | 6.633.181 $ | -221.302 $ | -3,2 % | 6.854.483 $ | +34.939 $ | +0,5 % | |||
| Brookwood Investment Group LLC | 6.161.646 $ | -672.263 $ | -9,8 % | 6.833.909 $ | +6.167.278 $ | +925,1 % | 666.631 $ | -119.970 $ | -15,3 % | 786.601 $ | +104.402 $ | +15,3 % |
| Oliver Luxxe Assets LLC | 6.450.344 $ | -292.675 $ | -4,3 % | 6.743.019 $ | +468.759 $ | +7,5 % | 6.274.260 $ | +1.875.821 $ | +42,6 % | 4.398.439 $ | +810.506 $ | +22,6 % |
| NewEdge Advisors, LLC | 6.558.715 $ | +954.088 $ | +17,0 % | 5.604.627 $ | -921.492 $ | -14,1 % | 6.526.119 $ | +251.999 $ | +4,0 % | 6.274.120 $ | -19.640.093 $ | -75,8 % |
| Bulwark Capital Corp | 6.160.013 $ | -376.700 $ | -5,8 % | 6.536.713 $ | +1.088.244 $ | +20,0 % | 5.448.469 $ | +707.133 $ | +14,9 % | 4.741.336 $ | +3.717.471 $ | +363,1 % |
| CFS Investment Advisory Services, LLC | 2.944.342 $ | -2.676.349 $ | -47,6 % | 5.620.691 $ | -782.667 $ | -12,2 % | 6.403.358 $ | -95.663 $ | -1,5 % | 6.499.021 $ | +1.959.021 $ | +43,2 % |
| Balance Wealth Partners LLC | 6.146.660 $ | -138.709 $ | -2,2 % | 6.285.369 $ | +355.827 $ | +6,0 % | 5.929.542 $ | -503.453 $ | -7,8 % | 6.432.995 $ | +717.059 $ | +12,5 % |
| Compass Financial Group, Inc. (Ohio) | 4.764.878 $ | +164.279 $ | +3,6 % | 4.600.599 $ | -1.751.988 $ | -27,6 % | 6.352.587 $ | |||||
| OLD MISSION CAPITAL LLC | 298.252 $ | -6.002.877 $ | -95,3 % | 6.301.129 $ | +3.734.873 $ | +145,5 % | 2.566.256 $ | +257.578 $ | +11,2 % | 2.308.678 $ | ||
| Willow Financial LLC | 5.987.239 $ | +1.642.018 $ | +37,8 % | 4.345.221 $ | ||||||||
| Patriot Financial Group Insurance Agency, LLC | 2.517.637 $ | -3.348.223 $ | -57,1 % | 5.865.860 $ | +3.781.708 $ | +181,5 % | 2.084.152 $ | +241.381 $ | +13,1 % | 1.842.771 $ | +239.773 $ | +15,0 % |
| Brookstone Capital Management | 1.901.255 $ | +524.259 $ | +38,1 % | 1.376.996 $ | -4.487.791 $ | -76,5 % | 5.864.787 $ | +5.141.602 $ | +711,0 % | 723.185 $ | +508.129 $ | +236,3 % |
| JT Stratford LLC | 5.827.038 $ | +787.528 $ | +15,6 % | 5.039.510 $ | +120.454 $ | +2,4 % | 4.919.056 $ | |||||
| Ashton Thomas Private Wealth, LLC | 4.225.068 $ | -1.493.592 $ | -26,1 % | 5.718.660 $ | +266.729 $ | +4,9 % | 5.451.931 $ | +514.241 $ | +10,4 % | 4.937.690 $ | +1.865.557 $ | +60,7 % |
| U.S. Capital Wealth Advisors, LLC | 5.263.682 $ | -340.153 $ | -6,1 % | 5.603.835 $ | +12.790 $ | +0,2 % | 5.591.045 $ | +5.388.223 $ | +2.656,6 % | |||
| Mutual Advisors, LLC | 5.564.894 $ | +893.499 $ | +19,1 % | 4.671.395 $ | +806.050 $ | +20,9 % | 3.865.345 $ | +3.021.076 $ | +357,8 % | |||
| Focus Financial Network, Inc. | 1.853.930 $ | -877.556 $ | -32,1 % | 2.731.486 $ | -2.825.392 $ | -50,8 % | 5.556.878 $ | +61.060 $ | +1,1 % | 5.495.818 $ | +337.080 $ | +6,5 % |
| PFG Advisors | 3.806.973 $ | -1.739.089 $ | -31,4 % | 5.546.062 $ | +139.886 $ | +2,6 % | 5.406.176 $ | +43.972 $ | +0,8 % | 5.362.204 $ | +484.640 $ | +9,9 % |
| Apeiron RIA LLC | 1.226.721 $ | -827.970 $ | -40,3 % | 2.054.691 $ | +68.604 $ | +3,5 % | 1.986.087 $ | -3.552.502 $ | -64,1 % | 5.538.589 $ | +1.605.346 $ | +40,8 % |
| Measured Risk Portfolios, Inc. | 3.464.503 $ | -1.881.277 $ | -35,2 % | 5.345.780 $ | -64.475 $ | -1,2 % | 5.410.255 $ | +271.862 $ | +5,3 % | 5.138.393 $ | +1.000.244 $ | +24,2 % |
| Integrated Wealth Concepts LLC | 5.371.780 $ | +2.288.633 $ | +74,2 % | 3.083.147 $ | +717.337 $ | +30,3 % | 2.365.810 $ | +192.722 $ | +8,9 % | 2.173.088 $ | +681.278 $ | +45,7 % |
| PARTNERS WEALTH MANAGEMENT, LLC | 2.603.572 $ | -2.626.730 $ | -50,2 % | 5.230.302 $ | -80.035 $ | -1,5 % | 5.310.337 $ | +1.277.283 $ | +31,7 % | 4.033.054 $ | +1.646.481 $ | +69,0 % |
| HighTower Advisors, LLC | 2.949.570 $ | -853.777 $ | -22,4 % | 3.803.347 $ | +1.465.310 $ | +62,7 % | 2.338.037 $ | -2.939.283 $ | -55,7 % | 5.277.320 $ | -964.446 $ | -15,5 % |
| GTS SECURITIES LLC | 5.080.765 $ | +1.140.530 $ | +28,9 % | 3.940.235 $ | +2.263.159 $ | +134,9 % | 1.677.076 $ | +1.243.126 $ | +286,5 % | |||
| Purpose Unlimited Inc. | 2.652.542 $ | +717.332 $ | +37,1 % | 1.935.210 $ | -3.133.378 $ | -61,8 % | 5.068.588 $ | |||||
| Impact Partnership Wealth, LLC | 5.066.614 $ | +1.213.226 $ | +31,5 % | 3.853.388 $ | +1.941.110 $ | +101,5 % | 1.912.278 $ | +1.259.268 $ | +192,8 % | 653.010 $ | ||
| IFP Advisors, Inc | 5.060.572 $ | +252.430 $ | +5,3 % | 4.808.142 $ | +2.849.105 $ | +145,4 % | 1.959.037 $ | +54.784 $ | +2,9 % | 1.904.253 $ | -566.859 $ | -22,9 % |
| COMERICA BANK | 4.974.855 $ | +41.681 $ | +0,8 % | 4.933.174 $ | +151.496 $ | +3,2 % | ||||||
| Scarborough Advisors, LLC | 4.910.746 $ | +4.900.258 $ | +46.722,5 % | 10.488 $ | +19 $ | +0,2 % | 10.469 $ | +218 $ | +2,1 % | |||
| Strong Retirement Solutions LLC | 2.875.452 $ | +92.907 $ | +3,3 % | 2.782.545 $ | -2.022.863 $ | -42,1 % | 4.805.408 $ | |||||
| Hobbs Group Advisors, LLC | 3.836.597 $ | +438.483 $ | +12,9 % | 3.398.114 $ | +5.928 $ | +0,2 % | 3.392.186 $ | -1.380.527 $ | -28,9 % | 4.772.713 $ | -247.616 $ | -4,9 % |
| NewEdge Wealth, LLC | 4.629.298 $ | -115.607 $ | -2,4 % | 4.744.905 $ | +194.260 $ | +4,3 % | 4.550.645 $ | +3.198 $ | +0,1 % | 4.547.447 $ | +971.898 $ | +27,2 % |
| FLOW TRADERS U.S. LLC | 666.000 $ | -3.760.000 $ | -85,0 % | 4.426.000 $ | +3.149.000 $ | +246,6 % | 1.277.000 $ | -3.455.000 $ | -73,0 % | 4.732.000 $ | -12.870.000 $ | -73,1 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.703.050 $ | +884.870 $ | +23,2 % | 3.818.180 $ | +677.190 $ | +21,6 % | 3.140.990 $ | +712.990 $ | +29,4 % | 2.428.000 $ | +1.682.000 $ | +225,5 % |
| West Wealth Group, LLC | 4.290.790 $ | +331.104 $ | +8,4 % | 3.959.686 $ | -733.608 $ | -15,6 % | 4.693.294 $ | +318.777 $ | +7,3 % | 4.374.517 $ | +430.114 $ | +10,9 % |
| Kestra Advisory Services, LLC | 4.633.322 $ | +2.762.199 $ | +147,6 % | 1.871.123 $ | -118.146 $ | -5,9 % | 1.989.269 $ | +213.727 $ | +12,0 % | 1.775.542 $ | -133.220 $ | -7,0 % |
| CAPTRUST FINANCIAL ADVISORS | 4.616.343 $ | +1.738.752 $ | +60,4 % | 2.877.591 $ | -24.825 $ | -0,9 % | 2.902.416 $ | |||||
| Maridea Wealth Management LLC | 947.678 $ | -3.639.649 $ | -79,3 % | 4.587.327 $ | +1.651.707 $ | +56,3 % | 2.935.620 $ | +105.056 $ | +3,7 % | 2.830.564 $ | -894.102 $ | -24,0 % |
| Royal Harbor Partners, LLC | 4.504.896 $ | +97.915 $ | +2,2 % | 4.406.981 $ | -13.644 $ | -0,3 % | ||||||
| MIDLAND WEALTH ADVISORS, LLC | 4.373.293 $ | |||||||||||
| DEUTSCHE BANK AG\ | 1.998.360 $ | -2.295.455 $ | -53,5 % | 4.293.815 $ | +160.123 $ | +3,9 % | 4.133.692 $ | -147.455 $ | -3,4 % | |||
| Baird Financial Group, Inc. | 4.236.588 $ | +108.304 $ | +2,6 % | 4.128.284 $ | +524.910 $ | +14,6 % | 3.603.374 $ | +3.670 $ | +0,1 % | 3.599.704 $ | +31.903 $ | +0,9 % |
| Chatterton & Associates Inc. | 3.065.958 $ | -1.151.746 $ | -27,3 % | 4.217.704 $ | +1.057.966 $ | +33,5 % | 3.159.738 $ | |||||
| Kensington Asset Management, LLC | 333.679 $ | -3.744.912 $ | -91,8 % | 4.078.591 $ | -132.502 $ | -3,1 % | 4.211.093 $ | +3.787.722 $ | +894,7 % | |||
| Able Wealth Management LLC | 1.292.932 $ | -1.030.729 $ | -44,4 % | 2.323.661 $ | -1.883.392 $ | -44,8 % | 4.207.053 $ | +302.577 $ | +7,7 % | 3.904.476 $ | +594.837 $ | +18,0 % |
| Tradition Wealth Management, LLC | 2.893.592 $ | -1.283.671 $ | -30,7 % | 4.177.263 $ | +45.869 $ | +1,1 % | 4.131.394 $ | -70.282 $ | -1,7 % | 4.201.676 $ | -167.112 $ | -3,8 % |
| WEALTH ALLIANCE, LLC | 4.194.957 $ | +2.175.631 $ | +107,7 % | 2.019.326 $ | +907.320 $ | +81,6 % | 1.112.006 $ | |||||
| WT Wealth Management | 3.544.866 $ | -642.894 $ | -15,4 % | 4.187.760 $ | +2.405.443 $ | +135,0 % | 1.782.317 $ | +1.300.151 $ | +269,6 % | 482.166 $ | -302.119 $ | -38,5 % |
| Focus Partners Advisor Solutions, LLC | 4.184.383 $ | +2.412.445 $ | +136,1 % | 1.771.938 $ | ||||||||
| Tower Research Capital LLC (TRC) | 4.182.021 $ | +2.369.335 $ | +130,7 % | 1.812.686 $ | -436.581 $ | -19,4 % | 2.249.267 $ | +140.374 $ | +6,7 % | 2.108.893 $ | ||
| KICKSTAND VENTURES, LLC. | 940.498 $ | -3.184.303 $ | -77,2 % | 4.124.801 $ | +2.512.463 $ | +155,8 % | 1.612.338 $ | +535.465 $ | +49,7 % | 1.076.873 $ | +341.267 $ | +46,4 % |
| CARY STREET PARTNERS FINANCIAL LLC | 3.264.121 $ | -302.513 $ | -8,5 % | 3.566.634 $ | -46.599 $ | -1,3 % | 3.613.233 $ | -498.595 $ | -12,1 % | 4.111.828 $ | -246.423 $ | -5,7 % |
| THEORY FINANCIAL LLC | 2.535.784 $ | -1.547.052 $ | -37,9 % | 4.082.836 $ | +109.971 $ | +2,8 % | 3.972.865 $ | -98.421 $ | -2,4 % | 4.071.286 $ | +390.682 $ | +10,6 % |
| Compound Planning, Inc. | 4.012.330 $ | +71.298 $ | +1,8 % | 3.941.032 $ | +345.674 $ | +9,6 % | 3.595.358 $ | |||||
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 3.997.703 $ | +14.576 $ | +0,4 % | 3.983.127 $ | +1.486.181 $ | +59,5 % | 2.496.946 $ | |||||
| Stonebrook Private Inc. | 701.383 $ | -201.588 $ | -22,3 % | 902.971 $ | -173.887 $ | -16,1 % | 1.076.858 $ | -2.793.583 $ | -72,2 % | 3.870.441 $ | +610.372 $ | +18,7 % |
| EHRLICH FINANCIAL GROUP | 2.795.253 $ | +93.214 $ | +3,4 % | 2.702.039 $ | -193.057 $ | -6,7 % | 2.895.096 $ | -968.820 $ | -25,1 % | 3.863.916 $ | +293.551 $ | +8,2 % |
| Mach-1 Financial Group, LLC | 3.751.793 $ | |||||||||||
| RAYMOND JAMES FINANCIAL INC | 3.675.400 $ | +403.595 $ | +12,3 % | 3.271.805 $ | +523.306 $ | +19,0 % | 2.748.499 $ | +1.282.126 $ | +87,4 % | 1.466.373 $ | +725.397 $ | +97,9 % |
| SUMMIT WEALTH GROUP LLC / CO | 3.644.058 $ | |||||||||||
| GatePass Capital, LLC | 2.312.201 $ | -1.328.121 $ | -36,5 % | 3.640.322 $ | +1.362.047 $ | +59,8 % | 2.278.275 $ | |||||
| OSAIC HOLDINGS, INC. | 3.624.491 $ | +1.038.525 $ | +40,2 % | 2.585.966 $ | +94.794 $ | +3,8 % | 2.491.172 $ | +89.517 $ | +3,7 % | 2.401.655 $ | +331.644 $ | +16,0 % |
| Teucrium Investment Advisors, LLC | 3.129.722 $ | -396.267 $ | -11,2 % | 3.525.989 $ | +2.734.271 $ | +345,4 % | 791.718 $ | |||||
| RFG Advisory, LLC | 3.513.176 $ | +1.857.692 $ | +112,2 % | |||||||||
| WEST MICHIGAN ADVISORS, LLC | 3.469.949 $ | |||||||||||
| Trivant Custom Portfolio Group, LLC | 3.403.289 $ | +50.529 $ | +1,5 % | |||||||||
| Redwood Investment Management, LLC | 2.156.000 $ | -1.238.000 $ | -36,5 % | 3.394.000 $ | +165.000 $ | +5,1 % | 3.229.000 $ | +408.000 $ | +14,5 % | 2.821.000 $ | +340.000 $ | +13,7 % |
| Maia Wealth LLC | 2.270.083 $ | -278.273 $ | -10,9 % | 2.548.356 $ | +82.649 $ | +3,4 % | 2.465.707 $ | -882.560 $ | -26,4 % | 3.348.267 $ | +554.778 $ | +19,9 % |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 3.343.454 $ | |||||||||||
| Mendel Money Management | 3.258.617 $ | +1.283.660 $ | +65,0 % | 1.974.957 $ | +355.361 $ | +21,9 % | 1.619.596 $ | +769.864 $ | +90,6 % | 849.732 $ | ||
| LIFELONG WEALTH ADVISORS, INC. | 2.659.582 $ | -578.868 $ | -17,9 % | 3.238.450 $ | +178.316 $ | +5,8 % | 3.060.134 $ | +612.012 $ | +25,0 % | 2.448.122 $ | +174.096 $ | +7,7 % |
| Castleview Partners, LLC | 1.248.723 $ | -1.907.516 $ | -60,4 % | 3.156.239 $ | ||||||||
| LAKE STREET PRIVATE WEALTH, LLC | 3.064.898 $ | +197.753 $ | +6,9 % | 2.867.145 $ | -5.790 $ | -0,2 % | 2.872.935 $ | +1.248.248 $ | +76,8 % | 1.624.687 $ | +598.638 $ | +58,3 % |
| Amplius Wealth Advisors, LLC | 1.909.714 $ | -510.329 $ | -21,1 % | 2.420.043 $ | -547.165 $ | -18,4 % | 2.967.208 $ | -71.237 $ | -2,3 % | 3.038.445 $ | -937.036 $ | -23,6 % |
| Beacon Financial Advisory LLC | 2.970.777 $ | -65.399 $ | -2,2 % | 3.036.176 $ | +2.016.147 $ | +197,7 % | 1.020.029 $ | +30.820 $ | +3,1 % | 989.209 $ | +68.040 $ | +7,4 % |
| Global Retirement Partners, LLC | 3.029.912 $ | +633.272 $ | +26,4 % | 2.396.640 $ | +652.743 $ | +37,4 % | 1.743.897 $ | +139.648 $ | +8,7 % | |||
| Camarda Financial Advisors, LLC | 2.989.642 $ | +236.421 $ | +8,6 % | 2.753.221 $ | -39.375 $ | -1,4 % | 2.792.596 $ | -56.779 $ | -2,0 % | 2.849.375 $ | +1.232.278 $ | +76,2 % |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 2.985.601 $ | |||||||||||
| HBW ADVISORY SERVICES LLC | 1.857.167 $ | -300.643 $ | -13,9 % | 2.157.810 $ | -1.632 $ | -0,1 % | 2.159.442 $ | -819.097 $ | -27,5 % | 2.978.539 $ | +850.613 $ | +40,0 % |
| Simplicity Wealth,LLC | 2.394.606 $ | -390.140 $ | -14,0 % | 2.784.746 $ | -154.435 $ | -5,3 % | 2.939.181 $ | +474.477 $ | +19,3 % | 2.464.704 $ | ||
| Coppell Advisory Solutions LLC | 1.260.388 $ | -1.591.348 $ | -55,8 % | 2.851.736 $ | +1.614.621 $ | +130,5 % | 1.237.115 $ | -74.189 $ | -5,7 % | |||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2.840.134 $ | +2.128.784 $ | +299,3 % | 711.350 $ | ||||||||
| Curry Webb Wealth Management LLC | 1.741.839 $ | -327.177 $ | -15,8 % | 2.069.016 $ | -760.712 $ | -26,9 % | 2.829.728 $ | |||||
| ALPS ADVISORS INC | 2.806.402 $ | -12.432 $ | -0,4 % | 2.818.834 $ | ||||||||
| CGN Advisors LLC | 2.808.861 $ | +227.448 $ | +8,8 % | 2.581.413 $ | +191.366 $ | +8,0 % | 2.390.047 $ | +110.352 $ | +4,8 % | 2.279.695 $ | -9.461 $ | -0,4 % |
| Atria Investments, Inc | 581.872 $ | -358.636 $ | -38,1 % | 940.508 $ | -1.857.963 $ | -66,4 % | 2.798.471 $ | -975.317 $ | -25,8 % | |||
| Portside Wealth Group, LLC | 2.595.317 $ | +46.436 $ | +1,8 % | 2.548.881 $ | -231.177 $ | -8,3 % | 2.780.058 $ | +59.374 $ | +2,2 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 1.885.098 $ | -878.812 $ | -31,8 % | 2.763.910 $ | ||||||||
| M1 Capital Management LLC | 2.180.046 $ | -511.111 $ | -19,0 % | 2.691.157 $ | -48.857 $ | -1,8 % | 2.740.014 $ | +2.600 $ | +0,1 % | 2.737.414 $ | +70.012 $ | +2,6 % |
| Dogwood Wealth Management LLC | 2.732.213 $ | +332.340 $ | +13,8 % | 2.399.873 $ | +316.624 $ | +15,2 % | 2.083.249 $ | +421.857 $ | +25,4 % | 1.661.392 $ | +314.094 $ | +23,3 % |
| Cassilly Financial Group LLC | 1.948.955 $ | -709.274 $ | -26,7 % | 2.658.229 $ | -56.456 $ | -2,1 % | 2.714.685 $ | |||||
| WealthPLAN Partners, LLC | 1.665.352 $ | -1.014.778 $ | -37,9 % | 2.680.130 $ | +110.953 $ | +4,3 % | 2.569.177 $ | -19.301 $ | -0,7 % | 2.588.478 $ | +305.635 $ | +13,4 % |
| Richard P Slaughter Associates Inc | 2.254.542 $ | -331.879 $ | -12,8 % | 2.586.421 $ | +83.464 $ | +3,3 % | 2.502.957 $ | -117.722 $ | -4,5 % | 2.620.679 $ | -5.522.937 $ | -67,8 % |
| Savvy Advisors, Inc. | 2.544.795 $ | +478.677 $ | +23,2 % | 2.066.118 $ | +785.502 $ | +61,3 % | 1.280.616 $ | |||||
| WealthPoint Financial, LLC | 1.744.028 $ | -784.096 $ | -31,0 % | 2.528.124 $ | +146.592 $ | +6,2 % | 2.381.532 $ | |||||
| COMPASS FINANCIAL MANAGEMENT LLC | 2.522.519 $ | |||||||||||
| COURIER CAPITAL LLC | 2.507.502 $ | +157.530 $ | +6,7 % | 2.349.972 $ | +1.814.053 $ | +338,5 % | 535.919 $ | |||||
| Range Financial Group LLC | 2.505.122 $ | +99.398 $ | +4,1 % | 2.405.724 $ | -31.457 $ | -1,3 % | 2.437.181 $ | +995.148 $ | +69,0 % | 1.442.033 $ | +205.222 $ | +16,6 % |
| HARBOUR INVESTMENTS, INC. | 2.105.814 $ | -367.262 $ | -14,9 % | 2.473.076 $ | +589.536 $ | +31,3 % | 1.883.540 $ | -164.553 $ | -8,0 % | 2.048.093 $ | +533.352 $ | +35,2 % |
| Belpointe Asset Management LLC | 1.852.539 $ | +73.404 $ | +4,1 % | 1.779.135 $ | -654.441 $ | -26,9 % | 2.433.576 $ | +395.858 $ | +19,4 % | 2.037.718 $ | +984.543 $ | +93,5 % |
| Endurance Services Ltd | 2.417.118 $ | +5.813 $ | +0,2 % | |||||||||
| Diversified Portfolios, Inc. | 1.982.231 $ | -392.329 $ | -16,5 % | 2.374.560 $ | +443.957 $ | +23,0 % | 1.930.603 $ | +69.740 $ | +3,7 % | 1.860.863 $ | +257.646 $ | +16,1 % |
| SAGE RHINO CAPITAL LLC | 403.813 $ | -1.730.878 $ | -81,1 % | 2.134.691 $ | -236.765 $ | -10,0 % | 2.371.456 $ | +27.901 $ | +1,2 % | 2.343.555 $ | +45.554 $ | +2,0 % |
| Lord & Richards Wealth Management, LLC | 2.259.243 $ | -24.121 $ | -1,1 % | 2.283.364 $ | -69.727 $ | -3,0 % | 2.353.091 $ | +144.547 $ | +6,5 % | 2.208.544 $ | ||
| TRUIST FINANCIAL CORP | 2.262.496 $ | +640.616 $ | +39,5 % | 1.621.880 $ | +16.105 $ | +1,0 % | 1.605.775 $ | -728.487 $ | -31,2 % | 2.334.262 $ | +1.598.597 $ | +217,3 % |
| Bucket List Wealth Management, LLC | 949.891 $ | -155.574 $ | -14,1 % | 1.105.465 $ | -1.218.519 $ | -52,4 % | 2.323.984 $ | |||||
| Markowski Investments | 2.305.156 $ | |||||||||||
| Cypress Wealth Services, LLC | 2.243.874 $ | +251.193 $ | +12,6 % | 1.992.681 $ | +167.809 $ | +9,2 % | 1.824.872 $ | -65.923 $ | -3,5 % | 1.890.795 $ | +115.368 $ | +6,5 % |
| Hopwood Nicholas Hunter | 1.505.580 $ | -736.188 $ | -32,8 % | 2.241.768 $ | +7.315 $ | +0,3 % | 2.234.453 $ | |||||
| ZEGA Investments, LLC | 1.720.441 $ | -252.591 $ | -12,8 % | 1.973.032 $ | -251.051 $ | -11,3 % | 2.224.083 $ | |||||
| Matrix Trust Co | 4.000 $ | -1.921.000 $ | -99,8 % | 1.925.000 $ | +163.000 $ | +9,3 % | 1.762.000 $ | -396.000 $ | -18,4 % | 2.158.000 $ | +60.000 $ | +2,9 % |
| SWEENEY & MICHEL, LLC | 2.151.449 $ | +361.931 $ | +20,2 % | 1.789.518 $ | -4.870 $ | -0,3 % | 1.794.388 $ | +296.887 $ | +19,8 % | |||
| Harvest Investment Services, LLC | 2.119.292 $ | +26.529 $ | +1,3 % | 2.092.763 $ | +8.163 $ | +0,4 % | 2.084.600 $ | +350.009 $ | +20,2 % | 1.734.591 $ | +1.511.277 $ | +676,7 % |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 2.094.740 $ | +791.917 $ | +60,8 % | 1.302.823 $ | ||||||||
| BUSH INVESTMENT GROUP, LLC | 2.085.850 $ | +98.575 $ | +5,0 % | 1.987.275 $ | -29.193 $ | -1,4 % | 2.016.468 $ | +184.747 $ | +10,1 % | |||
| Concurrent Investment Advisors, LLC | 945.495 $ | -927.178 $ | -49,5 % | 1.872.673 $ | -210.991 $ | -10,1 % | 2.083.664 $ | +971.081 $ | +87,3 % | 1.112.583 $ | -190.943 $ | -14,6 % |
| Clearview Wealth Advisors LLC | 2.047.833 $ | +28.162 $ | +1,4 % | 2.019.671 $ | +129.685 $ | +6,9 % | ||||||
| CURTIS WEALTH MANAGEMENT LLC | 1.248.790 $ | -758.167 $ | -37,8 % | 2.006.957 $ | +73.412 $ | +3,8 % | 1.933.545 $ | |||||
| Magnus Financial Group LLC | 452.249 $ | -1.482.886 $ | -76,6 % | 1.935.135 $ | +547.621 $ | +39,5 % | ||||||
| Global Assets Advisory, LLC | 1.174.038 $ | -740.533 $ | -38,7 % | 1.914.571 $ | +752.989 $ | +64,8 % | 1.161.582 $ | |||||
| Gen-Wealth Partners Inc | 1.562.867 $ | -313.868 $ | -16,7 % | 1.876.735 $ | +5.745 $ | +0,3 % | 1.870.990 $ | +216.282 $ | +13,1 % | 1.654.708 $ | +138.259 $ | +9,1 % |
| Legacy Capital Group California, Inc. | 945.871 $ | +451.640 $ | +91,4 % | 494.231 $ | -1.188.147 $ | -70,6 % | 1.682.378 $ | -163.522 $ | -8,9 % | 1.845.900 $ | -1.958.118 $ | -51,5 % |
| Capital Investment Advisory Services, LLC | 1.825.903 $ | +139.570 $ | +8,3 % | 1.686.333 $ | +568.451 $ | +50,9 % | 1.117.882 $ | +389.570 $ | +53,5 % | 728.312 $ | ||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1.274.029 $ | -550.928 $ | -30,2 % | 1.824.957 $ | +622.622 $ | +51,8 % | 1.202.335 $ | -176.192 $ | -12,8 % | 1.378.527 $ | -86.411 $ | -5,9 % |
| Continuum Advisory, LLC | 1.823.742 $ | +226.506 $ | +14,2 % | 1.597.236 $ | +345.692 $ | +27,6 % | 1.251.544 $ | +180.106 $ | +16,8 % | 1.071.438 $ | +53.557 $ | +5,3 % |
| Avidian Wealth Enterprises, LLC | 1.019.320 $ | -414.047 $ | -28,9 % | 1.433.367 $ | -32.840 $ | -2,2 % | 1.466.207 $ | -344.240 $ | -19,0 % | 1.810.447 $ | +297.744 $ | +19,7 % |
| Plum Street Advisors, LLC | 1.539.666 $ | -261.700 $ | -14,5 % | 1.801.366 $ | +1.495.231 $ | +488,4 % | 306.135 $ | |||||
| VERUS CAPITAL PARTNERS, LLC | 1.763.800 $ | -26.860 $ | -1,5 % | 1.790.660 $ | +130.826 $ | +7,9 % | 1.659.834 $ | +145.203 $ | +9,6 % | 1.514.631 $ | +281.097 $ | +22,8 % |
| FSA Investment Group, LLC | 1.776.066 $ | +475.214 $ | +36,5 % | 1.300.852 $ | +853.046 $ | +190,5 % | 447.806 $ | +4.277 $ | +1,0 % | 443.529 $ | ||
| Kingsview Wealth Management, LLC | 1.161.888 $ | -604.504 $ | -34,2 % | 1.766.392 $ | +191.968 $ | +12,2 % | 1.574.424 $ | +863.208 $ | +121,4 % | 711.216 $ | ||
| Mirae Asset Global Investments Co., Ltd. | 1.756.923 $ | |||||||||||
| WealthPlan Investment Management, LLC | 1.336.310 $ | -28.964 $ | -2,1 % | 1.365.274 $ | -122.195 $ | -8,2 % | 1.487.469 $ | -261.780 $ | -15,0 % | 1.749.249 $ | -1.859.938 $ | -51,5 % |
| Vertex Planning Partners, LLC | 225.484 $ | -1.516.050 $ | -87,1 % | 1.741.534 $ | +138.855 $ | +8,7 % | 1.602.679 $ | -64.017 $ | -3,8 % | 1.666.696 $ | +142.862 $ | +9,4 % |
| IHT Wealth Management, LLC | 337.383 $ | -281.192 $ | -45,5 % | 618.575 $ | -936.578 $ | -60,2 % | 1.555.153 $ | -175.453 $ | -10,1 % | 1.730.606 $ | +443.837 $ | +34,5 % |
| Sugar Maple Asset Management, LLC | 1.011.007 $ | -718.498 $ | -41,5 % | 1.729.505 $ | +80.382 $ | +4,9 % | 1.649.123 $ | +308.502 $ | +23,0 % | 1.340.621 $ | -1.082.328 $ | -44,7 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.718.902 $ | +296.976 $ | +20,9 % | 1.421.926 $ | +71.808 $ | +5,3 % | 1.350.118 $ | -20.162 $ | -1,5 % | 1.370.280 $ | +493.391 $ | +56,3 % |
| RDA Financial Network | 1.214.933 $ | -478.605 $ | -28,3 % | 1.693.538 $ | -21.208 $ | -1,2 % | 1.714.746 $ | +14.964 $ | +0,9 % | 1.699.782 $ | +327.768 $ | +23,9 % |
| XY Planning Network, Inc. | 1.178.015 $ | -525.651 $ | -30,9 % | 1.703.666 $ | +413.388 $ | +32,0 % | 1.290.278 $ | |||||
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.700.652 $ | +124.799 $ | +7,9 % | 1.575.853 $ | +490.006 $ | +45,1 % | 1.085.847 $ | -8.604 $ | -0,8 % | 1.094.451 $ | +357.104 $ | +48,4 % |
| Marks Group Wealth Management, Inc | 1.102.284 $ | -593.527 $ | -35,0 % | 1.695.811 $ | ||||||||
| Stratos Investment Management, LLC | 1.694.450 $ | +286.533 $ | +20,4 % | 1.407.917 $ | -29.247 $ | -2,0 % | 1.437.164 $ | -1.147 $ | -0,1 % | 1.438.311 $ | +891.294 $ | +162,9 % |
| Private Advisory Group LLC | 1.651.450 $ | +1.319.810 $ | +398,0 % | |||||||||
| Vident Advisory, LLC | 1.638.885 $ | |||||||||||
| Guardian Financial Partners, LLC | 268.274 $ | -1.366.334 $ | -83,6 % | 1.634.608 $ | -3.524 $ | -0,2 % | ||||||
| Benchmark Financial, LLC | 1.621.330 $ | -8.590 $ | -0,5 % | 1.629.920 $ | +393.078 $ | +31,8 % | 1.236.842 $ | |||||
| Hobbs Wealth Management, LLC | 1.179.246 $ | -440.208 $ | -27,2 % | 1.619.454 $ | +216.954 $ | +15,5 % | 1.402.500 $ | +121.154 $ | +9,5 % | 1.281.346 $ | +61.153 $ | +5,0 % |
| Astoria Portfolio Advisors LLC. | 1.552.266 $ | -14.142 $ | -0,9 % | 1.566.408 $ | -12.054 $ | -0,8 % | 1.578.462 $ | +421.418 $ | +36,4 % | 1.157.044 $ | -151.171 $ | -11,6 % |
| Tempus Wealth Planning, LLC | 1.504.048 $ | -42.738 $ | -2,8 % | 1.546.786 $ | +335.075 $ | +27,7 % | 1.211.711 $ | +78.797 $ | +7,0 % | 1.132.914 $ | -263.492 $ | -18,9 % |
| Syntegra Private Wealth Group, LLC | 1.379.388 $ | -99.643 $ | -6,7 % | 1.479.031 $ | -57.645 $ | -3,8 % | 1.536.676 $ | +221.990 $ | +16,9 % | 1.314.686 $ | +348.373 $ | +36,1 % |
| OMNI 360 Wealth, Inc. | 1.515.079 $ | -6.143 $ | -0,4 % | 1.521.222 $ | +181.132 $ | +13,5 % | 1.340.090 $ | +589.907 $ | +78,6 % | 750.183 $ | +236.145 $ | +45,9 % |
| WealthTrak Capital Management LLC | 1.097.339 $ | -417.371 $ | -27,6 % | 1.514.710 $ | +155.149 $ | +11,4 % | 1.359.561 $ | +74.998 $ | +5,8 % | 1.284.563 $ | +486.502 $ | +61,0 % |
| Holcombe Financial, Inc. | 845.316 $ | -33.380 $ | -3,8 % | 878.696 $ | -23.257 $ | -2,6 % | 901.953 $ | -594.698 $ | -39,7 % | 1.496.651 $ | +81.673 $ | +5,8 % |
| Merkkuri Wealth Advisors LLC | 938.361 $ | -551.396 $ | -37,0 % | 1.489.757 $ | +81.356 $ | +5,8 % | 1.408.401 $ | +196.665 $ | +16,2 % | 1.211.736 $ | +82.119 $ | +7,3 % |
| Barnes Wealth Management Group, Inc | 1.477.218 $ | +26.441 $ | +1,8 % | 1.450.777 $ | -8.526 $ | -0,6 % | 1.459.303 $ | +33.924 $ | +2,4 % | 1.425.379 $ | -50.348 $ | -3,4 % |
| Sanctuary Advisors, LLC | 1.127.989 $ | -341.601 $ | -23,2 % | 1.469.590 $ | +46.573 $ | +3,3 % | 1.423.017 $ | +1.219.258 $ | +598,4 % | 203.759 $ | ||
| Capital Advisor Network LLC | 756.876 $ | -684.914 $ | -47,5 % | 1.441.790 $ | ||||||||
| Brucke Financial, Inc. | 1.147.103 $ | -4.305 $ | -0,4 % | 1.151.408 $ | -271.276 $ | -19,1 % | 1.422.684 $ | +1.083.828 $ | +319,8 % | 338.856 $ | ||
| Vavra Capital Management, LLC | 1.367.672 $ | +304.617 $ | +28,7 % | 1.063.055 $ | +56.194 $ | +5,6 % | 1.006.861 $ | |||||
| Independent Wealth Network Inc. | 662.795 $ | -109.670 $ | -14,2 % | 772.465 $ | -575.723 $ | -42,7 % | 1.348.188 $ | -484 $ | -0,0 % | 1.348.672 $ | +130.170 $ | +10,7 % |
| Herold Advisors, Inc. | 1.341.000 $ | +511.433 $ | +61,7 % | 829.567 $ | ||||||||
| Fortress Wealth Management, Inc. | 1.319.144 $ | +354.280 $ | +36,7 % | |||||||||
| SUTTON PLACE INVESTORS LLC | 797.741 $ | -432.362 $ | -35,1 % | 1.230.103 $ | +99.331 $ | +8,8 % | 1.130.772 $ | -185.360 $ | -14,1 % | 1.316.132 $ | +107.986 $ | +8,9 % |
| Running Point Capital Advisors, LLC | 1.246.703 $ | -58.814 $ | -4,5 % | 1.305.517 $ | -91.275 $ | -6,5 % | ||||||
| Green Ridge Wealth Planning LLC | 1.301.688 $ | +819.232 $ | +169,8 % | 482.456 $ | ||||||||
| Smartleaf Asset Management LLC | 1.296.870 $ | +4.516 $ | +0,3 % | 1.292.354 $ | +60.907 $ | +4,9 % | 1.231.447 $ | +61.922 $ | +5,3 % | 1.169.525 $ | +150.664 $ | +14,8 % |
| Quantinno Capital Management LP | 1.180.274 $ | -114.829 $ | -8,9 % | 1.295.103 $ | +303.802 $ | +30,6 % | 991.301 $ | -2.501 $ | -0,3 % | 993.802 $ | -1.001.590 $ | -50,2 % |
| Kingdom Financial Group LLC. | 88.965 $ | -4.761 $ | -5,1 % | 93.726 $ | -43.019 $ | -31,5 % | 136.745 $ | -1.155.742 $ | -89,4 % | 1.292.487 $ | +1.060.650 $ | +457,5 % |
| Beacon Pointe Advisors, LLC | 1.287.838 $ | |||||||||||
| Strategic Blueprint, LLC | 1.159.634 $ | +17.280 $ | +1,5 % | 1.142.354 $ | -12.826 $ | -1,1 % | 1.155.180 $ | -131.577 $ | -10,2 % | 1.286.757 $ | +13.117 $ | +1,0 % |
| Northwest Capital Management Inc | 563.607 $ | -702.677 $ | -55,5 % | 1.266.284 $ | -234.251 $ | -15,6 % | ||||||
| FIRETHORN WEALTH PARTNERS, LLC | 461.913 $ | -590.814 $ | -56,1 % | 1.052.727 $ | +24.930 $ | +2,4 % | 1.027.797 $ | -224.755 $ | -17,9 % | 1.252.552 $ | +179.973 $ | +16,8 % |
| John W. Brooker & Co., CPAs | 1.245.529 $ | +588.572 $ | +89,6 % | 656.957 $ | +381.587 $ | +138,6 % | 275.370 $ | |||||
| Centurion Wealth Management LLC | 1.239.653 $ | +486.024 $ | +64,5 % | 753.629 $ | +216.953 $ | +40,4 % | 536.676 $ | |||||
| Kovack Advisors, Inc. | 435.686 $ | -768.634 $ | -63,8 % | 1.204.320 $ | +961.874 $ | +396,7 % | 242.446 $ | |||||
| Vermillion & White Wealth Management Group, LLC | 1.164.279 $ | +11.824 $ | +1,0 % | 1.152.455 $ | -2.063 $ | -0,2 % | 1.154.518 $ | +359.898 $ | +45,3 % | 794.620 $ | +65.399 $ | +9,0 % |
| BlackDiamond Wealth Management, LLC | 908.028 $ | -212.856 $ | -19,0 % | 1.120.884 $ | -40.812 $ | -3,5 % | 1.161.696 $ | +146.439 $ | +14,4 % | 1.015.257 $ | +40.834 $ | +4,2 % |
| Chicago Partners Investment Group LLC | 810.513 $ | -84.498 $ | -9,4 % | 895.011 $ | -51.235 $ | -5,4 % | 946.246 $ | -207.358 $ | -18,0 % | 1.153.604 $ | -184.402 $ | -13,8 % |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1.477 $ | -925.837 $ | -99,8 % | 927.314 $ | -39.464 $ | -4,1 % | 966.778 $ | -159.594 $ | -14,2 % | 1.126.372 $ | -1.935.946 $ | -63,2 % |
| Sowell Financial Services LLC | 1.018.971 $ | -71.479 $ | -6,6 % | 1.090.450 $ | +44.018 $ | +4,2 % | 1.046.432 $ | -66.985 $ | -6,0 % | 1.113.417 $ | +2.532 $ | +0,2 % |
| ARGUS INVESTORS' COUNSEL, INC. | 885.029 $ | -1.414 $ | -0,2 % | 886.443 $ | -213.550 $ | -19,4 % | 1.099.993 $ | -7.524 $ | -0,7 % | 1.107.517 $ | +26.373 $ | +2,4 % |
| NewSquare Capital LLC | 1.093.069 $ | |||||||||||
| Clear Creek Financial Management, LLC | 1.013.836 $ | -72.129 $ | -6,6 % | 1.085.965 $ | +569.220 $ | +110,2 % | 516.745 $ | +99.173 $ | +23,7 % | 417.572 $ | -44.813 $ | -9,7 % |
| NWAM LLC | 315.744 $ | -402.353 $ | -56,0 % | 718.097 $ | +331.471 $ | +85,7 % | 386.626 $ | -689.070 $ | -64,1 % | 1.075.696 $ | +186.100 $ | +20,9 % |
| SALEM INVESTMENT COUNSELORS INC | 252.506 $ | -151 $ | -0,1 % | 252.657 $ | -819.766 $ | -76,4 % | 1.072.423 $ | |||||
| CogentBlue Wealth Advisors, LLC | 1.071.994 $ | |||||||||||
| ABLE Financial Group, LLC | 1.061.431 $ | +704.038 $ | +197,0 % | 357.393 $ | +34.034 $ | +10,5 % | 323.359 $ | -34.623 $ | -9,7 % | 357.982 $ | ||
| NLB Skladi, upravljanje premozenja, d.o.o. | 1.053.182 $ | +269.854 $ | +34,4 % | 783.328 $ | +20.090 $ | +2,6 % | 763.238 $ | |||||
| B.O.S.S. Retirement Advisors, LLC | 1.049.471 $ | +104.512 $ | +11,1 % | 944.959 $ | +1.184 $ | +0,1 % | 943.775 $ | +480.719 $ | +103,8 % | 463.056 $ | +237.296 $ | +105,1 % |
| Investor's Fiduciary Advisor Network, LLC | 979.000 $ | -41.000 $ | -4,0 % | 1.020.000 $ | -18.000 $ | -1,7 % | 1.038.000 $ | +36.000 $ | +3,6 % | |||
| Tailwinds Wealth, LLC | 1.028.083 $ | +425.532 $ | +70,6 % | 602.551 $ | +335.472 $ | +125,6 % | 267.079 $ | |||||
| World Investment Advisors | 459.460 $ | -561.775 $ | -55,0 % | 1.021.235 $ | -115.544 $ | -10,2 % | ||||||
| MSH Capital Advisors LLC | 895.222 $ | -35.828 $ | -3,8 % | 931.050 $ | +15.617 $ | +1,7 % | 915.433 $ | -72.610 $ | -7,3 % | 988.043 $ | +245.790 $ | +33,1 % |
| Beacon Capital Management, LLC | 971.442 $ | +862.877 $ | +794,8 % | |||||||||
| WOLFF WIESE MAGANA LLC | 874.369 $ | -12.892 $ | -1,5 % | 887.261 $ | -36.849 $ | -4,0 % | 924.110 $ | -46.501 $ | -4,8 % | 970.611 $ | ||
| MONECO ADVISORS, LLC | 955.104 $ | +426.725 $ | +80,8 % | 528.379 $ | +38.238 $ | +7,8 % | 490.141 $ | |||||
| Fortis Capital Advisors, LLC | 782.275 $ | -168.837 $ | -17,8 % | 951.112 $ | ||||||||
| Note Advisors, LLC | 473.625 $ | -466.891 $ | -49,6 % | 940.516 $ | -4.129 $ | -0,4 % | 944.645 $ | +155.925 $ | +19,8 % | 788.720 $ | ||
| Greenline Partners, LLC | 929.817 $ | +699.727 $ | +304,1 % | 230.090 $ | ||||||||
| Catalina Capital Group, LLC | 929.032 $ | +88.568 $ | +10,5 % | 840.464 $ | +798 $ | +0,1 % | 839.666 $ | +70.456 $ | +9,2 % | |||
| Advisory Services Network, LLC | 748.326 $ | -172.919 $ | -18,8 % | 921.245 $ | +178.038 $ | +24,0 % | 743.207 $ | -171.520 $ | -18,8 % | 914.727 $ | +368.402 $ | +67,4 % |
| Regal Investment Advisors LLC | 539.338 $ | -650 $ | -0,1 % | 539.988 $ | -331.620 $ | -38,0 % | 871.608 $ | -41.370 $ | -4,5 % | 912.978 $ | -165.358 $ | -15,3 % |
| RWA WEALTH PARTNERS, LLC | 889.268 $ | +607.219 $ | +215,3 % | 282.049 $ | -27.255 $ | -8,8 % | 309.304 $ | -10.534 $ | -3,3 % | 319.838 $ | +69.145 $ | +27,6 % |
| Grantvest Financial Group LLC | 661.798 $ | -1.297 $ | -0,2 % | 663.095 $ | -219.600 $ | -24,9 % | 882.695 $ | +206.600 $ | +30,6 % | 676.095 $ | +29.072 $ | +4,5 % |
| Balefire, LLC | 878.555 $ | |||||||||||
| Single Point Partners, LLC | 846.801 $ | -17.013 $ | -2,0 % | 863.814 $ | +42.226 $ | +5,1 % | 821.588 $ | |||||
| CENTAURUS FINANCIAL, INC. | 852.000 $ | +749.000 $ | +727,2 % | 103.000 $ | ||||||||
| RiverFront Investment Group, LLC | 847.942 $ | +46.669 $ | +5,8 % | 801.273 $ | +300.256 $ | +59,9 % | 501.017 $ | -229.583 $ | -31,4 % | 730.600 $ | +20.543 $ | +2,9 % |
| United Advisor Group, LLC | 628.452 $ | -216.240 $ | -25,6 % | 844.692 $ | +267.506 $ | +46,3 % | 577.186 $ | |||||
| Emergent Wealth Advisors, LLC | 428.837 $ | -397.068 $ | -48,1 % | 825.905 $ | +357.087 $ | +76,2 % | 468.818 $ | |||||
| MARIPAU WEALTH MANAGEMENT LLC | 620.188 $ | -201.272 $ | -24,5 % | 821.460 $ | +217.182 $ | +35,9 % | 604.278 $ | -78.971 $ | -11,6 % | 683.249 $ | +6.578 $ | +1,0 % |
| StoneX Group Inc. | 809.067 $ | +218.877 $ | +37,1 % | 590.190 $ | +250.876 $ | +73,9 % | 339.314 $ | +25.149 $ | +8,0 % | |||
| Private Advisor Group, LLC | 796.726 $ | +85.077 $ | +12,0 % | 711.649 $ | -16.945 $ | -2,3 % | 728.594 $ | +75.153 $ | +11,5 % | |||
| HRT FINANCIAL LP | 228.000 $ | -567.000 $ | -71,3 % | 795.000 $ | ||||||||
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 792.534 $ | -17.362 $ | -2,1 % | |||||||||
| Financial Partners Group, Inc | 493.827 $ | -40.732 $ | -7,6 % | 534.559 $ | -179.367 $ | -25,1 % | 713.926 $ | -74.097 $ | -9,4 % | 788.023 $ | -108.582 $ | -12,1 % |
| Vontobel Holding Ltd. | 364.000 $ | -396.500 $ | -52,1 % | 760.500 $ | -24.500 $ | -3,1 % | 785.000 $ | +163.880 $ | +26,4 % | |||
| Ellis Investment Partners, LLC | 759.898 $ | +10.914 $ | +1,5 % | 748.984 $ | +235.762 $ | +45,9 % | 513.222 $ | +33.514 $ | +7,0 % | 479.708 $ | +17.434 $ | +3,8 % |
| ROTHSCHILD INVESTMENT LLC | 743.930 $ | -4.550 $ | -0,6 % | 748.480 $ | +41.810 $ | +5,9 % | 706.670 $ | -1.485 $ | -0,2 % | 708.155 $ | -34.447 $ | -4,6 % |
| Latitude Advisors, LLC | 746.464 $ | +10.044 $ | +1,4 % | 736.420 $ | +234.332 $ | +46,7 % | 502.088 $ | +283.626 $ | +129,8 % | 218.462 $ | ||
| Tandem Investment Partners LLC | 630.218 $ | -113.611 $ | -15,3 % | 743.829 $ | +7.750 $ | +1,1 % | 736.079 $ | +163.434 $ | +28,5 % | 572.645 $ | +316.975 $ | +124,0 % |
| Weaver Consulting Group | 620.944 $ | -89.563 $ | -12,6 % | 710.507 $ | -9.717 $ | -1,3 % | 720.224 $ | -11.524 $ | -1,6 % | 731.748 $ | +318.632 $ | +77,1 % |
| Municipal Employees' Retirement System of Michigan | 593.823 $ | +6.282 $ | +1,1 % | 587.541 $ | -128.946 $ | -18,0 % | 716.487 $ | +26.820 $ | +3,9 % | 689.667 $ | +4.146 $ | +0,6 % |
| KINTRA WEALTH, LLC | 462.152 $ | -254.279 $ | -35,5 % | 716.431 $ | +420.227 $ | +141,9 % | 296.204 $ | |||||
| Valmark Advisers, Inc. | 713.405 $ | +105.620 $ | +17,4 % | 607.785 $ | +102.823 $ | +20,4 % | 504.962 $ | -174.700 $ | -25,7 % | 679.662 $ | +73.065 $ | +12,0 % |
| Capstone Wealth Management Group LLC | 613.229 $ | -99.471 $ | -14,0 % | 712.700 $ | +511.020 $ | +253,4 % | 201.680 $ | |||||
| Sharkey, Howes & Javer | 461.498 $ | -206.545 $ | -30,9 % | 668.043 $ | +50.451 $ | +8,2 % | 617.592 $ | +237.371 $ | +62,4 % | 380.221 $ | ||
| Empirical Asset Management, LLC | 338.165 $ | -197.404 $ | -36,9 % | 535.569 $ | +20.552 $ | +4,0 % | 515.017 $ | -151.159 $ | -22,7 % | 666.176 $ | +66.206 $ | +11,0 % |
| Argyle Capital Partners, LLC | 616.548 $ | -25.616 $ | -4,0 % | 642.164 $ | -4.631 $ | -0,7 % | 646.795 $ | -13.691 $ | -2,1 % | 660.486 $ | -303 $ | -0,0 % |
| INVESTED ADVISORS | 658.303 $ | +421.984 $ | +178,6 % | 236.319 $ | +6.509 $ | +2,8 % | 229.810 $ | |||||
| Parallel Advisors, LLC | 656.643 $ | +566.634 $ | +629,5 % | 90.009 $ | +87.449 $ | +3.416,0 % | 2.560 $ | -36 $ | -1,4 % | 2.596 $ | +27 $ | +1,1 % |
| Capstone Wealth Management Group, Inc. | 652.866 $ | |||||||||||
| Fulcrum Equity Management | 344.163 $ | -188.285 $ | -35,4 % | 532.448 $ | +8.634 $ | +1,6 % | 523.814 $ | -128.920 $ | -19,8 % | 652.734 $ | +95.022 $ | +17,0 % |
| Alteri Wealth LLC | 652.702 $ | +64.340 $ | +10,9 % | 588.362 $ | ||||||||
| Resurgent Financial Advisors LLC | 609.755 $ | -7.513 $ | -1,2 % | 617.268 $ | -34.899 $ | -5,4 % | 652.167 $ | +34.038 $ | +5,5 % | |||
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 635.486 $ | |||||||||||
| Geneos Wealth Management Inc. | 12.676 $ | -348.002 $ | -96,5 % | 360.678 $ | -42.342 $ | -10,5 % | 403.020 $ | -229.356 $ | -36,3 % | 632.376 $ | +10.479 $ | +1,7 % |
| Spectrum Planning & Advisory Services Inc. | 615.098 $ | -12.027 $ | -1,9 % | 627.125 $ | +12.866 $ | +2,1 % | 614.259 $ | -4.944 $ | -0,8 % | 619.203 $ | +11.922 $ | +2,0 % |
| KFG WEALTH MANAGEMENT, LLC | 623.720 $ | |||||||||||
| M Holdings Securities, Inc. | 606.000 $ | -3.000 $ | -0,5 % | 609.000 $ | +4.000 $ | +0,7 % | 605.000 $ | +36.000 $ | +6,3 % | 569.000 $ | -783.000 $ | -57,9 % |
| Faithward Advisors, LLC | 589.228 $ | +28.956 $ | +5,2 % | 560.272 $ | +62.027 $ | +12,4 % | 498.245 $ | +50.037 $ | +11,2 % | 448.208 $ | +114.772 $ | +34,4 % |
| BlackRock, Inc. | 132.634 $ | -448.279 $ | -77,2 % | 580.913 $ | +100.181 $ | +20,8 % | 480.732 $ | -46.831 $ | -8,9 % | 527.563 $ | -58.886 $ | -10,0 % |
| Gibbs Wealth Management | 470.989 $ | +24.414 $ | +5,5 % | 446.575 $ | -129.675 $ | -22,5 % | 576.250 $ | +142.620 $ | +32,9 % | |||
| Diversified Enterprises, LLC | 416.212 $ | -24.387 $ | -5,5 % | 440.599 $ | -8.419 $ | -1,9 % | 449.018 $ | -124.001 $ | -21,6 % | 573.019 $ | -32.784.662 $ | -98,3 % |
| Pinnacle Family Advisors, LLC | 568.802 $ | -2.708 $ | -0,5 % | 571.510 $ | +62.357 $ | +12,2 % | 509.153 $ | +9.840 $ | +2,0 % | |||
| UBS Group AG | 557.643 $ | +158.559 $ | +39,7 % | 399.084 $ | +186.626 $ | +87,8 % | 212.458 $ | +98.966 $ | +87,2 % | 113.492 $ | -62.661 $ | -35,6 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 557.242 $ | +186.186 $ | +50,2 % | |||||||||
| TRANSCEND CAPITAL ADVISORS, LLC | 557.033 $ | +19.967 $ | +3,7 % | 537.066 $ | +148.402 $ | +38,2 % | 388.664 $ | -132.007 $ | -25,4 % | 520.671 $ | +13.234 $ | +2,6 % |
| American Trust | 535.381 $ | |||||||||||
| Sovran Advisors, LLC | 320.760 $ | -95.179 $ | -22,9 % | 415.939 $ | -51.604 $ | -11,0 % | 467.543 $ | -63.981 $ | -12,0 % | 531.524 $ | +38.178 $ | +7,7 % |
| Steward Partners Investment Advisory, LLC | 207.522 $ | -167.720 $ | -44,7 % | 375.242 $ | -149.089 $ | -28,4 % | 524.331 $ | +82.290 $ | +18,6 % | 442.041 $ | +268.583 $ | +154,8 % |
| Tower Wealth Partners, Inc. | 519.592 $ | +51.220 $ | +10,9 % | 468.372 $ | -8 $ | -0,0 % | 468.380 $ | +52.767 $ | +12,7 % | 415.613 $ | +30.945 $ | +8,0 % |
| Strategic Wealth Partners, Ltd. | 13.947 $ | -224 $ | -1,6 % | 14.171 $ | -2.746 $ | -16,2 % | 16.917 $ | -497.785 $ | -96,7 % | 514.702 $ | ||
| Swan Global Investments, LLC | 514.269 $ | +227.142 $ | +79,1 % | 287.127 $ | +45.504 $ | +18,8 % | 241.623 $ | -54.263 $ | -18,3 % | |||
| LexAurum Advisors, LLC | 487.752 $ | -7.353 $ | -1,5 % | 495.105 $ | -2.521 $ | -0,5 % | 497.626 $ | +62.898 $ | +14,5 % | |||
| Bridgewater Advisors Inc. | 495.083 $ | -2.268 $ | -0,5 % | 497.351 $ | ||||||||
| Black Swift Group, LLC | 495.378 $ | -24.640 $ | -4,7 % | |||||||||
| PEAK FINANCIAL ADVISORS LLC | 495.200 $ | |||||||||||
| Parkway Wealth Management Group, LLC | 378.861 $ | -109.684 $ | -22,5 % | 488.545 $ | +18.164 $ | +3,9 % | 470.381 $ | |||||
| Western Financial Corp/CA | 272.887 $ | -82.987 $ | -23,3 % | 355.874 $ | -44.391 $ | -11,1 % | 400.265 $ | -86.925 $ | -17,8 % | 487.190 $ | +10.126 $ | +2,1 % |
| Financial Network Wealth Advisors LLC | 486.439 $ | +47.103 $ | +10,7 % | 439.336 $ | -42.830 $ | -8,9 % | 482.166 $ | -20.328 $ | -4,0 % | |||
| Elm3 Financial Group, LLC | 482.847 $ | +280.267 $ | +138,3 % | 202.580 $ | ||||||||
| ARMSTRONG ADVISORY GROUP, INC | 1.236 $ | -1.204 $ | -49,3 % | 2.440 $ | -465.178 $ | -99,5 % | 467.618 $ | +460.962 $ | +6.925,5 % | 6.656 $ | -123.387 $ | -94,9 % |
| Mariner, LLC | 238.475 $ | -113.913 $ | -32,3 % | 352.388 $ | +1.301 $ | +0,4 % | 351.087 $ | -111.646 $ | -24,1 % | 462.733 $ | +193.666 $ | +72,0 % |
| Wealth Watch Advisors, INC | 272.839 $ | -181.954 $ | -40,0 % | 454.793 $ | ||||||||
| SmartHarvest Portfolios, LLC | 444.813 $ | +1.622 $ | +0,4 % | 443.191 $ | -1.447 $ | -0,3 % | 444.638 $ | |||||
| Synergy Asset Management, LLC | 437.819 $ | +61.980 $ | +16,5 % | 375.839 $ | ||||||||
| CERTIOR FINANCIAL GROUP, LLC | 391.316 $ | +8.260 $ | +2,2 % | 383.056 $ | -49.144 $ | -11,4 % | 432.200 $ | +686 $ | +0,2 % | |||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 418.053 $ | |||||||||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 326.229 $ | -91.658 $ | -21,9 % | 417.887 $ | +50.426 $ | +13,7 % | 367.461 $ | -23.735 $ | -6,1 % | 391.196 $ | +29.532 $ | +8,2 % |
| ADAPT WEALTH ADVISORS, LLC | 414.698 $ | |||||||||||
| Financial Engines Advisors L.L.C. | 401.704 $ | -2.022 $ | -0,5 % | 403.726 $ | -4.788 $ | -1,2 % | 408.514 $ | -2.120 $ | -0,5 % | 410.634 $ | +5.634 $ | +1,4 % |
| FWG Investments, LLC. | 408.284 $ | +96.569 $ | +31,0 % | 311.715 $ | +83.913 $ | +36,8 % | 227.802 $ | -23.846 $ | -9,5 % | 251.648 $ | +46.532 $ | +22,7 % |
| MIDDLETON & CO INC/MA | 402.640 $ | +640 $ | +0,2 % | 402.000 $ | -1.360 $ | -0,3 % | 403.360 $ | +640 $ | +0,2 % | |||
| GeoWealth Management, LLC | 185.907 $ | -216.150 $ | -53,8 % | 402.057 $ | -377.894 $ | -48,5 % | ||||||
| FOCUSED ALPHA, LLC | 398.555 $ | +26.224 $ | +7,0 % | 372.331 $ | +72.493 $ | +24,2 % | 299.838 $ | |||||
| Genesis Wealth Advisors, LLC | 394.267 $ | |||||||||||
| Prosperity Consulting Group, LLC | 391.310 $ | +621 $ | +0,2 % | |||||||||
| GWN SECURITIES INC. | 383.755 $ | |||||||||||
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 382.923 $ | +253.367 $ | +195,6 % | 129.556 $ | +76.440 $ | +143,9 % | 53.116 $ | +43.792 $ | +469,7 % | 9.324 $ | +2.475 $ | +36,1 % |
| Spectrum Financial Alliance Ltd LLC | 376.345 $ | -3.711 $ | -1,0 % | 380.056 $ | -2.465 $ | -0,6 % | 382.521 $ | |||||
| Twelve Points Wealth Management LLC | 379.748 $ | +68.551 $ | +22,0 % | 311.197 $ | ||||||||
| RICHARDSON FINANCIAL SERVICES INC. | 367.973 $ | -5.844 $ | -1,6 % | 373.817 $ | +41.917 $ | +12,6 % | 331.900 $ | |||||
| Payne Capital LLC | 369.670 $ | -2.270 $ | -0,6 % | 371.940 $ | ||||||||
| Formidable Asset Management, LLC | 369.234 $ | -882 $ | -0,2 % | 370.116 $ | +90.401 $ | +32,3 % | 279.715 $ | +21.618 $ | +8,4 % | |||
| Oregon Pacific Wealth Management, LLC | 324.636 $ | +4.839 $ | +1,5 % | 319.797 $ | +458 $ | +0,1 % | 319.339 $ | -50.693 $ | -13,7 % | 370.032 $ | -1.288.127 $ | -77,7 % |
| CATALYST FINANCIAL PARTNERS LLC | 362.783 $ | -1.184 $ | -0,3 % | 363.967 $ | -1.865 $ | -0,5 % | 365.832 $ | -255.753 $ | -41,1 % | |||
| Heritage Family Offices, LLP | 365.554 $ | +67.602 $ | +22,7 % | 297.952 $ | ||||||||
| Pacific Excel Wealth Advisors, Inc. | 365.552 $ | |||||||||||
| Tidal Investments LLC | 354.026 $ | +1.097 $ | +0,3 % | 352.929 $ | ||||||||
| Rockefeller Capital Management L.P. | 353.341 $ | +289.877 $ | +456,8 % | 63.464 $ | ||||||||
| WEALTHGARDEN F.S. LLC | 224.299 $ | -127.935 $ | -36,3 % | 352.234 $ | +24.554 $ | +7,5 % | 327.680 $ | +1.778 $ | +0,5 % | 325.902 $ | +17.938 $ | +5,8 % |
| Asempa Wealth Advisors | 350.221 $ | +131.088 $ | +59,8 % | 219.133 $ | ||||||||
| Indivisible Partners | 304.132 $ | -38.048 $ | -11,1 % | 342.180 $ | +97.456 $ | +39,8 % | 244.724 $ | |||||
| Arete Wealth Advisors, LLC | 340.000 $ | +25.000 $ | +7,9 % | |||||||||
| FIDUCIENT ADVISORS LLC | 328.834 $ | +3.245 $ | +1,0 % | 325.589 $ | +1.087 $ | +0,3 % | 324.502 $ | +2.518 $ | +0,8 % | 321.984 $ | +2.468 $ | +0,8 % |
| OPTIMA CAPITAL LLC | 255.054 $ | -70.722 $ | -21,7 % | 325.776 $ | +45.168 $ | +16,1 % | 280.608 $ | +166 $ | +0,1 % | 280.442 $ | ||
| Main Street Financial Solutions, LLC | 321.111 $ | |||||||||||
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 318.957 $ | -954 $ | -0,3 % | |||||||||
| Freedom Investment Management, Inc. | 303.889 $ | -6.910 $ | -2,2 % | 310.799 $ | +3.498 $ | +1,1 % | 307.301 $ | -2.221.327 $ | -87,8 % | |||
| Bank OZK | 283.038 $ | +14.880 $ | +5,5 % | 268.158 $ | +426 $ | +0,2 % | 267.732 $ | -41.897 $ | -13,5 % | 309.629 $ | +2.253 $ | +0,7 % |
| Meredith Wealth Planning | 305.854 $ | |||||||||||
| EVOLUTION WEALTH MANAGEMENT INC. | 304.690 $ | +299.045 $ | +5.297,5 % | 5.645 $ | -2 $ | -0,0 % | 5.647 $ | -14 $ | -0,2 % | 5.661 $ | ||
| Advisor OS, LLC | 297.410 $ | -1.827 $ | -0,6 % | 299.237 $ | ||||||||
| Csenge Advisory Group | 295.689 $ | +40.030 $ | +15,7 % | 255.659 $ | +22.937 $ | +9,9 % | 232.722 $ | +19.778 $ | +9,3 % | |||
| Bright Futures Wealth Management, LLC. | 291.576 $ | +29.854 $ | +11,4 % | 261.722 $ | ||||||||
| MN Wealth Advisors, LLC | 259.492 $ | -3.055 $ | -1,2 % | 262.547 $ | -27.940 $ | -9,6 % | 290.487 $ | +8.218 $ | +2,9 % | |||
| Brady Martz Wealth Solutions, LLC | 289.724 $ | +44.415 $ | +18,1 % | 245.309 $ | ||||||||
| BEACON FINANCIAL GROUP | 225.530 $ | -61.783 $ | -21,5 % | 287.313 $ | +3.800 $ | +1,3 % | 283.513 $ | +17.162 $ | +6,4 % | 266.351 $ | +35.966 $ | +15,6 % |
| GK Wealth Management LLC | 284.341 $ | +41.506 $ | +17,1 % | 242.835 $ | ||||||||
| Guild Investment Management, Inc. | 279.070 $ | +1.017 $ | +0,4 % | 278.053 $ | -2.176 $ | -0,8 % | 280.229 $ | +76.309 $ | +37,4 % | 203.920 $ | ||
| Traub Capital Management LLC | 278.411 $ | +7.132 $ | +2,6 % | 271.279 $ | +431 $ | +0,2 % | 270.848 $ | +16.227 $ | +6,4 % | 254.621 $ | +36.145 $ | +16,5 % |
| NOVUS ADVISORS, LLC | 278.220 $ | +10.764 $ | +4,0 % | 267.456 $ | +52.533 $ | +24,4 % | 214.923 $ | |||||
| Archer Investment Corp | 273.582 $ | +133.001 $ | +94,6 % | 140.581 $ | -27.656 $ | -16,4 % | 168.237 $ | +11.315 $ | +7,2 % | 156.922 $ | -4.375.903 $ | -96,5 % |
| Cooper Financial Group | 271.758 $ | -896 $ | -0,3 % | 272.654 $ | ||||||||
| TWO SIGMA SECURITIES, LLC | 239.275 $ | -30.971 $ | -11,5 % | 270.246 $ | ||||||||
| LifeWealth Investments, LLC | 268.214 $ | +1.502 $ | +0,6 % | |||||||||
| AVAII WEALTH MANAGEMENT, LLC | 208.225 $ | -16.398 $ | -7,3 % | 224.623 $ | -36.286 $ | -13,9 % | 260.909 $ | +37.996 $ | +17,0 % | 222.913 $ | ||
| SUMMITPOINT CAPITAL MANAGEMENT | 258.020 $ | -2.358 $ | -0,9 % | 260.378 $ | ||||||||
| NOTTINGHAM ADVISORS, INC. | 258.951 $ | -508 $ | -0,2 % | 259.459 $ | ||||||||
| PRINCIPAL SECURITIES, INC. | 256.062 $ | |||||||||||
| Chesley Taft & Associates LLC | 220.015 $ | -34.141 $ | -13,4 % | 254.156 $ | ||||||||
| Westfuller Advisors, LLC | 253.449 $ | |||||||||||
| Midwest Financial Network, LLC | 248.166 $ | |||||||||||
| Bravias Capital Group, LLC | 235.420 $ | +714 $ | +0,3 % | 234.706 $ | -11.692 $ | -4,7 % | 246.398 $ | |||||
| Total Clarity Wealth Management, Inc. | 243.892 $ | -11.270 $ | -4,4 % | |||||||||
| SENTINEL PENSION ADVISORS, LLC | 238.972 $ | |||||||||||
| Claro Advisors Inc. | 236.919 $ | +27.433 $ | +13,1 % | 209.486 $ | ||||||||
| Allen Capital Group, LLC | 228.848 $ | |||||||||||
| PSI Advisors, LLC | 228.841 $ | |||||||||||
| NOVEM GROUP | 225.677 $ | |||||||||||
| J HAGAN CAPITAL, INC. | 225.470 $ | -89.073 $ | -28,3 % | |||||||||
| PALO ALTO WEALTH ADVISORS, LLC | 225.461 $ | -314 $ | -0,1 % | |||||||||
| WESPAC Advisors, LLC | 223.982 $ | -1.054 $ | -0,5 % | 225.036 $ | +11.038 $ | +5,2 % | ||||||
| Wealth Preservation Advisors, LLC | 123.640 $ | -101.165 $ | -45,0 % | 224.805 $ | +154.837 $ | +221,3 % | 69.968 $ | |||||
| CAPITAL WEALTH MANAGEMENT, LLC | 222.224 $ | |||||||||||
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 216.420 $ | |||||||||||
| DAVENPORT & Co LLC | 212.873 $ | -208.120 $ | -49,4 % | |||||||||
| BRASS TAX WEALTH MANAGEMENT, INC | 212.545 $ | +129 $ | +0,1 % | |||||||||
| Waverly Advisors, LLC | 211.304 $ | -642 $ | -0,3 % | 211.946 $ | -64 $ | -0,0 % | 212.010 $ | |||||
| AQR CAPITAL MANAGEMENT LLC | 206.760 $ | -2.024 $ | -1,0 % | 208.784 $ | -1.062 $ | -0,5 % | 209.846 $ | |||||
| Omnitrust Wealth Management, Inc | 207.231 $ | |||||||||||
| Trinity Wealth Management, LLC | 205.361 $ | |||||||||||
| SYNOVUS FINANCIAL CORP | 203.680 $ | |||||||||||
| B. Riley Wealth Advisors, Inc. | 200.672 $ | -2.198 $ | -1,1 % | |||||||||
| DECISION INVESTMENTS, INC | 178.892 $ | -5.991 $ | -3,2 % | 184.883 $ | +810 $ | +0,4 % | 184.073 $ | |||||
| Reyes Financial Architecture, Inc. | 52.364 $ | -96.911 $ | -64,9 % | 149.275 $ | +18.633 $ | +14,3 % | 130.642 $ | +90.024 $ | +221,6 % | 40.618 $ | -245.249 $ | -85,8 % |
| Creekmur Asset Management LLC | 133.089 $ | +81 $ | +0,1 % | |||||||||
| CoreCap Advisors, LLC | 126.927 $ | +42.682 $ | +50,7 % | 84.245 $ | +19.336 $ | +29,8 % | 64.909 $ | +14.455 $ | +28,6 % | 50.454 $ | +20.035 $ | +65,9 % |
| Wellington Grp LLC | 119.054 $ | |||||||||||
| SageView Advisory Group, LLC | 116.524 $ | |||||||||||
| Key Capital Management, INC | 114.701 $ | +47.852 $ | +71,6 % | 66.849 $ | +24.846 $ | +59,2 % | 42.003 $ | |||||
| FMR LLC | 87.345 $ | +2.737 $ | +3,2 % | 84.608 $ | -26.182 $ | -23,6 % | 110.790 $ | +30.058 $ | +37,2 % | 80.732 $ | +38.381 $ | +90,6 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 104.295 $ | +82.903 $ | +387,5 % | |||||||||
| Rossby Financial, LCC | 99.701 $ | +62.434 $ | +167,5 % | 37.267 $ | +34.344 $ | +1.175,0 % | 2.923 $ | +0 $ | +0,0 % | 2.923 $ | -5 $ | -0,2 % |
| Lloyd Advisory Services, LLC. | 97.774 $ | +4.048 $ | +4,3 % | 93.726 $ | +21.565 $ | +29,9 % | 72.161 $ | |||||
| Spire Wealth Management | 57.340 $ | -35.527 $ | -38,3 % | 92.867 $ | +7.360 $ | +8,6 % | 85.507 $ | -6.028 $ | -6,6 % | 91.535 $ | +4.062 $ | +4,6 % |
| Crews Bank & Trust | 91.144 $ | +945 $ | +1,0 % | 90.199 $ | -1.328 $ | -1,5 % | 91.527 $ | -610 $ | -0,7 % | 92.137 $ | +349 $ | +0,4 % |
| Bank of Jackson Hole Trust | 83.727 $ | +54 $ | +0,1 % | 83.673 $ | -363 $ | -0,4 % | 84.036 $ | +13.560 $ | +19,2 % | |||
| 1620 INVESTMENT ADVISORS, INC. | 75.826 $ | +64.884 $ | +593,0 % | 10.942 $ | ||||||||
| Cassaday & Co Wealth Management LLC | 68.289 $ | |||||||||||
| Raleigh Capital Management Inc. | 61.979 $ | +2.282 $ | +3,8 % | 59.697 $ | -161.245 $ | -73,0 % | ||||||
| Elevated Capital Advisors, LLC | 32.906 $ | -28.622 $ | -46,5 % | 61.528 $ | ||||||||
| MATHER GROUP, LLC. | 58.154 $ | -2.762 $ | -4,5 % | 60.916 $ | +2.332 $ | +4,0 % | 58.584 $ | |||||
| Innovative Asset Advisors Group, LLC | 59.330 $ | |||||||||||
| EverSource Wealth Advisors, LLC | 49.364 $ | -761 $ | -1,5 % | 50.125 $ | +12.271 $ | +32,4 % | 37.854 $ | +37 $ | +0,1 % | 37.817 $ | +2.597 $ | +7,4 % |
| Quest 10 Wealth Builders, Inc. | 43.526 $ | -2.839 $ | -6,1 % | 46.365 $ | -3.519 $ | -7,1 % | 49.884 $ | +6.892 $ | +16,0 % | 42.992 $ | -22.619 $ | -34,5 % |
| Signature Equity Partners, LLC | 48.082 $ | +27.737 $ | +136,3 % | 20.345 $ | +5.361 $ | +35,8 % | 14.984 $ | |||||
| GILL CAPITAL PARTNERS, LLC | 40.898 $ | +328 $ | +0,8 % | 40.570 $ | ||||||||
| ST GERMAIN D J CO INC | 40.693 $ | +6.217 $ | +18,0 % | 34.476 $ | +55 $ | +0,2 % | 34.421 $ | +9.312 $ | +37,1 % | 25.109 $ | ||
| CIBC Private Wealth Group LLC | 33.787 $ | |||||||||||
| Strategic Advocates LLC | 33.681 $ | +16.097 $ | +91,5 % | 17.584 $ | ||||||||
| ROGCO, LP | 33.264 $ | |||||||||||
| Truvestments Capital LLC | 24.007 $ | -8.292 $ | -25,7 % | 32.299 $ | ||||||||
| Sunrise Financial Services, LLC | 30.190 $ | +110 $ | +0,4 % | 30.080 $ | -98 $ | -0,3 % | 30.178 $ | |||||
| Ascentis Independent Advisors | 29.946 $ | +10.090 $ | +50,8 % | 19.856 $ | ||||||||
| MAI Capital Management | 27.651 $ | -559 $ | -2,0 % | 28.210 $ | -391 $ | -1,4 % | 28.601 $ | -1.306 $ | -4,4 % | |||
| Physician Wealth Advisors, Inc. | 27.432 $ | +1.371 $ | +5,3 % | 26.061 $ | -1.505 $ | -5,5 % | 27.566 $ | +7.338 $ | +36,3 % | 20.228 $ | +76 $ | +0,4 % |
| Regatta Research & Money Management | 26.833 $ | |||||||||||
| US BANCORP \DE\ | 1.797 $ | -2.162 $ | -54,6 % | 3.959 $ | -19.567 $ | -83,2 % | 23.526 $ | -209 $ | -0,9 % | 23.735 $ | +23.288 $ | +5.209,8 % |
| HARBOR INVESTMENT ADVISORY, LLC | 23.224 $ | +502 $ | +2,2 % | 22.722 $ | ||||||||
| Winch Advisory Services, LLC | 23.014 $ | |||||||||||
| TRUST CO OF VERMONT | 11.888 $ | -7.579 $ | -38,9 % | 19.467 $ | ||||||||
| JONES FINANCIAL COMPANIES LLLP | 8.548 $ | +8.548 $ | 0 $ | -18.552 $ | -100,0 % | 18.552 $ | ||||||
| MPWM ADVISORY SOLUTIONS, LLC | 18.119 $ | -55 $ | -0,3 % | 18.174 $ | -5 $ | -0,0 % | 18.179 $ | -46 $ | -0,3 % | 18.225 $ | +11 $ | +0,1 % |
| Global Trust Asset Management, LLC | 17.480 $ | +10 $ | +0,1 % | |||||||||
| Montgomery Financial Services LLC | 16.865 $ | |||||||||||
| LGT Financial Advisors LLC | 9.936 $ | -4.309 $ | -30,2 % | 14.245 $ | -167 $ | -1,2 % | 14.412 $ | -1.763 $ | -10,9 % | 16.175 $ | +941 $ | +6,2 % |
| Institute for Wealth Management, LLC. | 14.970 $ | |||||||||||
| Atlatl Advisers LLC | 14.930 $ | |||||||||||
| HANTZ FINANCIAL SERVICES, INC. | 14.000 $ | |||||||||||
| LANARK FINANCIAL, INC. | 9.352 $ | -1.606 $ | -14,7 % | 10.958 $ | +29 $ | +0,3 % | 10.929 $ | -1.071 $ | -8,9 % | |||
| STANCE CAPITAL LLC | 10.920 $ | -31 $ | -0,3 % | 10.951 $ | ||||||||
| IFC & Insurance Marketing, Inc. | 8.000 $ | |||||||||||
| Cornerstone Planning Group LLC | 6.590 $ | +4.231 $ | +179,4 % | 2.359 $ | -43 $ | -1,8 % | 2.402 $ | -38 $ | -1,6 % | 2.440 $ | +1.284 $ | +111,1 % |
| Tanglewood Legacy Advisors, LLC | 6.472 $ | -40 $ | -0,6 % | 6.512 $ | -51 $ | -0,8 % | 6.563 $ | |||||
| Godfrey Financial Associates, Inc. | 6.427 $ | -39 $ | -0,6 % | 6.466 $ | -51 $ | -0,8 % | 6.517 $ | |||||
| Allworth Financial LP | 6.506 $ | +573 $ | +9,7 % | 5.933 $ | -39 $ | -0,7 % | 5.972 $ | -26 $ | -0,4 % | 5.998 $ | -65.834 $ | -91,6 % |
| NBT BANK, N.A. | 5.196 $ | -1.041 $ | -16,7 % | 6.237 $ | -49 $ | -0,8 % | 6.286 $ | -56 $ | -0,9 % | 6.342 $ | +2.280 $ | +56,1 % |
| Meramec Financial Planners, LLC | 5.066 $ | |||||||||||
| Peck Wealth Management, LLC | 4.937 $ | -15 $ | -0,3 % | 4.952 $ | -2 $ | -0,0 % | 4.954 $ | -12 $ | -0,2 % | 4.966 $ | ||
| NATIONAL BANK OF CANADA /FI/ | 3.642 $ | -1.238 $ | -25,4 % | 4.880 $ | +1.755 $ | +56,2 % | 3.125 $ | |||||
| Clearstead Advisors, LLC | 4.538 $ | |||||||||||
| Triumph Capital Management | 3.656 $ | +16 $ | +0,4 % | 3.640 $ | -162 $ | -4,3 % | 3.802 $ | |||||
| Keating Financial Advisory Services, Inc. | 3.692 $ | +1.537 $ | +71,3 % | 2.155 $ | ||||||||
| Cape Investment Advisory, Inc. | 2.066 $ | +15 $ | +0,7 % | 2.051 $ | ||||||||
| GW&K Investment Management, LLC | 2.000 $ | +0 $ | +0,0 % | 2.000 $ | ||||||||
| Hilton Head Capital Partners, LLC | 1.123 $ | +24 $ | +2,2 % | 1.099 $ | ||||||||
| DHJJ Financial Advisors, Ltd. | 528 $ | -8 $ | -1,5 % | 536 $ | -3 $ | -0,6 % | 539 $ | +4 $ | +0,7 % | |||
| Networth Advisors, LLC | 452 $ | |||||||||||
| Larson Financial Group LLC | 3 $ | -15.525 $ | -100,0 % | |||||||||
| 5.680.657.916 $ | +488.052.158 $ | +388,6 % | 5.045.905.599 $ | +183.714.827 $ | +520,5 % | 4.957.723.944 $ | +724.024.440 $ | +48,4 % | 4.233.365.898 $ | +625.636.634 $ | +51,7 % | |
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Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Methodik und Datenquellen.
Keine Anlageberatung, keine individuelle Empfehlung.
Der Glück Conviction Score ist das Ergebnis eines regelbasierten Scoring-Modells aus öffentlich
verfügbaren Daten. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.