| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 353.144.253.333 $ | +47.609.002.277 $ | +103,1 % | 308.948.286.405 $ | +19.392.857.746 $ | +64,3 % | 287.082.651.060 $ | +3.315.473.565 $ | +176,9 % | 281.294.928.555 $ | +30.439.481.392 $ | +31,9 % | |
| BANK OF AMERICA CORP /DE/ | 31.076.230.878 $ | +4.211.728.021 $ | +15,7 % | 26.864.502.857 $ | +3.934.875.812 $ | +17,2 % | 22.929.627.045 $ | +682.022.662 $ | +3,1 % | 22.247.604.383 $ | +1.250.290.620 $ | +6,0 % |
| MORGAN STANLEY | 30.764.673.177 $ | +3.782.182.793 $ | +14,0 % | 26.982.490.384 $ | +2.460.141.244 $ | +10,0 % | 24.522.349.140 $ | +1.287.806.584 $ | +5,5 % | 23.234.542.556 $ | +1.606.191.261 $ | +7,4 % |
| LPL Financial LLC | 25.262.913.689 $ | +3.892.712.136 $ | +18,2 % | 21.370.201.553 $ | +1.081.590.388 $ | +5,3 % | 20.288.611.165 $ | +1.484.279.123 $ | +7,9 % | 18.804.332.042 $ | +2.569.808.831 $ | +15,8 % |
| JPMORGAN CHASE & CO | 11.341.869.240 $ | +644.021.548 $ | +6,0 % | 10.697.847.692 $ | -277.561.399 $ | -2,5 % | 10.975.409.091 $ | -10.643.693.527 $ | -49,2 % | 21.619.102.618 $ | +11.722.163.426 $ | +118,4 % |
| WELLS FARGO & COMPANY/MN | 16.544.188.288 $ | +2.622.731.630 $ | +18,8 % | 13.921.456.658 $ | +1.492.803.850 $ | +12,0 % | 12.428.652.808 $ | +1.449.243.204 $ | +13,2 % | 10.979.409.604 $ | +1.069.366.121 $ | +10,8 % |
| ENVESTNET ASSET MANAGEMENT INC | 11.142.382.524 $ | +655.811.430 $ | +6,3 % | 10.486.571.094 $ | +1.410.207.310 $ | +15,5 % | 9.076.363.784 $ | +217.096.929 $ | +2,5 % | 8.859.266.855 $ | +943.354.967 $ | +11,9 % |
| RAYMOND JAMES FINANCIAL INC | 8.824.546.502 $ | +1.308.035.561 $ | +17,4 % | 7.516.510.941 $ | +365.489.166 $ | +5,1 % | 7.151.021.775 $ | +430.674.582 $ | +6,4 % | 6.720.347.193 $ | +610.505.351 $ | +10,0 % |
| Creative Planning | 7.819.265.719 $ | +1.235.134.590 $ | +18,8 % | 6.584.131.129 $ | +343.072.971 $ | +5,5 % | 6.241.058.158 $ | +156.220.677 $ | +2,6 % | 6.084.837.481 $ | +640.153.869 $ | +11,8 % |
| UBS Group AG | 7.050.050.344 $ | +716.581.462 $ | +11,3 % | 6.333.468.882 $ | +1.696.684.066 $ | +36,6 % | 4.636.784.816 $ | +134.001.513 $ | +3,0 % | 4.502.783.303 $ | +164.981.180 $ | +3,8 % |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.922.644.989 $ | +720.014.158 $ | +17,1 % | 4.202.630.831 $ | +112.563.486 $ | +2,8 % | 4.090.067.345 $ | +34.891.913 $ | +0,9 % | 4.055.175.432 $ | +292.156.109 $ | +7,8 % |
| ROYAL BANK OF CANADA | 4.868.266.000 $ | +538.490.000 $ | +12,4 % | 4.329.776.000 $ | +180.499.000 $ | +4,4 % | 4.149.277.000 $ | -101.564.000 $ | -2,4 % | 4.250.841.000 $ | -3.157.209.000 $ | -42,6 % |
| Cetera Investment Advisers | 4.809.167.186 $ | +617.389.076 $ | +14,7 % | 4.191.778.110 $ | +188.563.125 $ | +4,7 % | 4.003.214.985 $ | +224.239.531 $ | +5,9 % | 3.778.975.454 $ | +1.096.828.277 $ | +40,9 % |
| AMERIPRISE FINANCIAL INC | 4.288.287.245 $ | +700.993.887 $ | +19,5 % | 3.587.293.358 $ | -8.357.954 $ | -0,2 % | 3.595.651.312 $ | +227.399.681 $ | +6,8 % | 3.368.251.631 $ | +280.796.721 $ | +9,1 % |
| OSAIC HOLDINGS, INC. | 4.262.909.497 $ | +886.032.514 $ | +26,2 % | 3.376.876.983 $ | +12.911.278 $ | +0,4 % | 3.363.965.705 $ | -95.880.680 $ | -2,8 % | 3.459.846.385 $ | +342.171.224 $ | +11,0 % |
| Cambridge Investment Research Advisors, Inc. | 4.215.548.000 $ | +2.256.625.000 $ | +115,2 % | 1.958.923.000 $ | +113.315.000 $ | +6,1 % | 1.845.608.000 $ | +97.234.000 $ | +5,6 % | 1.748.374.000 $ | +163.268.000 $ | +10,3 % |
| JONES FINANCIAL COMPANIES LLLP | 4.140.545.721 $ | +1.001.632.470 $ | +31,9 % | 3.138.913.251 $ | +387.612.343 $ | +14,1 % | 2.751.300.908 $ | +1.414.970.578 $ | +105,9 % | 1.336.330.330 $ | +310.059.271 $ | +30,2 % |
| BlackRock, Inc. | 3.757.594.269 $ | +167.141.499 $ | +4,7 % | 3.590.452.770 $ | +215.850.326 $ | +6,4 % | 3.374.602.444 $ | +438.498.119 $ | +14,9 % | 2.936.104.325 $ | +407.672.470 $ | +16,1 % |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.626.647.445 $ | +413.786.821 $ | +12,9 % | 3.212.860.624 $ | -84.067.972 $ | -2,5 % | 3.296.928.596 $ | +33.090.596 $ | +1,0 % | 3.263.838.000 $ | +77.526.000 $ | +2,4 % |
| Wealthfront Advisers LLC | 3.414.627.300 $ | +537.113.690 $ | +18,7 % | 2.877.513.610 $ | +228.999.412 $ | +8,6 % | 2.648.514.198 $ | +135.981.834 $ | +5,4 % | 2.512.532.364 $ | +181.135.894 $ | +7,8 % |
| FMR LLC | 3.399.910.596 $ | +681.095.573 $ | +25,1 % | 2.718.815.023 $ | +68.742.068 $ | +2,6 % | 2.650.072.955 $ | +203.565.044 $ | +8,3 % | 2.446.507.911 $ | +81.604.503 $ | +3,5 % |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.938.687.944 $ | +327.295.241 $ | +12,5 % | 2.611.392.703 $ | +530.314.407 $ | +25,5 % | 2.081.078.296 $ | +151.945.517 $ | +7,9 % | 1.929.132.779 $ | +214.679.805 $ | +12,5 % |
| GOLDMAN SACHS GROUP INC | 2.922.151.366 $ | +657.434.806 $ | +29,0 % | 2.264.716.560 $ | +267.244.882 $ | +13,4 % | 1.997.471.678 $ | -150.246.914 $ | -7,0 % | 2.147.718.592 $ | +290.923.411 $ | +15,7 % |
| US BANCORP \DE\ | 2.521.854.271 $ | +366.931.693 $ | +17,0 % | 2.154.922.578 $ | +113.900.276 $ | +5,6 % | 2.041.022.302 $ | +78.417.893 $ | +4,0 % | 1.962.604.409 $ | +218.076.881 $ | +12,5 % |
| TIAA TRUST, NATIONAL ASSOCIATION | 83.037.862 $ | +10.074.396 $ | +13,8 % | 72.963.466 $ | -2.330.305.156 $ | -97,0 % | 2.403.268.622 $ | +33.977.409 $ | +1,4 % | 2.369.291.213 $ | +175.886.715 $ | +8,0 % |
| TRUIST FINANCIAL CORP | 2.139.126.166 $ | +549.803.779 $ | +34,6 % | 1.589.322.387 $ | +383.406.128 $ | +31,8 % | 1.205.916.259 $ | +94.578.911 $ | +8,5 % | 1.111.337.348 $ | +150.501.852 $ | +15,7 % |
| MML INVESTORS SERVICES, LLC | 2.060.215.934 $ | +551.618.396 $ | +36,6 % | 1.508.597.538 $ | -226.869.222 $ | -13,1 % | 1.735.466.760 $ | +162.385.691 $ | +10,3 % | 1.573.081.069 $ | +154.036.069 $ | +10,9 % |
| STIFEL FINANCIAL CORP | 2.034.012.383 $ | +344.287.409 $ | +20,4 % | 1.689.724.974 $ | -2.137.973 $ | -0,1 % | 1.691.862.947 $ | +78.061.936 $ | +4,8 % | 1.613.801.011 $ | +166.895.163 $ | +11,5 % |
| Invesco Ltd. | 1.972.154.878 $ | +190.582.360 $ | +10,7 % | 1.781.572.518 $ | +98.286.914 $ | +5,8 % | 1.683.285.604 $ | -159.884.585 $ | -8,7 % | 1.843.170.189 $ | -38.771.624 $ | -2,1 % |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.516.604.980 $ | +248.345.446 $ | +19,6 % | 1.268.259.534 $ | -650.354.053 $ | -33,9 % | 1.918.613.587 $ | +28.991.311 $ | +1,5 % | 1.889.622.276 $ | +98.959.859 $ | +5,5 % |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.719.820.343 $ | +322.291.904 $ | +23,1 % | 1.397.528.439 $ | +141.301.489 $ | +11,2 % | 1.256.226.950 $ | +60.131.705 $ | +5,0 % | 1.196.095.245 $ | +133.345.204 $ | +12,5 % |
| HighTower Advisors, LLC | 1.639.529.009 $ | +216.748.117 $ | +15,2 % | 1.422.780.892 $ | +94.650.103 $ | +7,1 % | 1.328.130.789 $ | +35.378.091 $ | +2,7 % | 1.292.752.698 $ | +156.969.823 $ | +13,8 % |
| CWM, LLC | 1.527.559.705 $ | -79.212.295 $ | -4,9 % | 1.606.772.000 $ | +134.766.000 $ | +9,2 % | 1.472.006.000 $ | +147.764.000 $ | +11,2 % | |||
| State of New Jersey Common Pension Fund D | 1.032.078.045 $ | +163.084.278 $ | +18,8 % | 868.993.767 $ | -647.557.191 $ | -42,7 % | 1.516.550.958 $ | +29.329.311 $ | +2,0 % | 1.487.221.647 $ | +231.213.957 $ | +18,4 % |
| JANE STREET GROUP, LLC | 1.501.656.168 $ | +800.660.616 $ | +114,2 % | 700.995.552 $ | +249.061.347 $ | +55,1 % | 451.934.205 $ | +339.515.887 $ | +302,0 % | 112.418.318 $ | -415.933.915 $ | -78,7 % |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1.463.141.006 $ | +250.419.493 $ | +20,6 % | 1.212.721.513 $ | -36.388.591 $ | -2,9 % | 1.249.110.104 $ | +1.656.741 $ | +0,1 % | 1.247.453.363 $ | ||
| WIT, LLC | 1.404.208.165 $ | +271.903.475 $ | +24,0 % | 1.132.304.690 $ | +33.212.989 $ | +3,0 % | 1.099.091.701 $ | +10.246.235 $ | +0,9 % | 1.088.845.466 $ | +102.132.416 $ | +10,4 % |
| TIAA Wealth Investment Management LLC | 1.387.781.876 $ | +181.139.654 $ | +15,0 % | 1.206.642.222 $ | ||||||||
| Kestra Advisory Services, LLC | 1.370.642.924 $ | +172.581.540 $ | +14,4 % | 1.198.061.384 $ | +56.741.591 $ | +5,0 % | 1.141.319.793 $ | +71.613.726 $ | +6,7 % | 1.069.706.067 $ | +137.134.162 $ | +14,7 % |
| Private Advisor Group, LLC | 1.354.211.046 $ | +271.593.576 $ | +25,1 % | 1.082.617.470 $ | +39.679.065 $ | +3,8 % | 1.042.938.405 $ | +50.543.440 $ | +5,1 % | 992.394.965 $ | +118.140.374 $ | +13,5 % |
| Capital Group Private Client Services, Inc. | 1.335.971.013 $ | +238.957.881 $ | +21,8 % | 1.097.013.132 $ | +23.241.996 $ | +2,2 % | 1.073.771.136 $ | +39.107.073 $ | +3,8 % | 1.034.664.063 $ | +125.286.635 $ | +13,8 % |
| Betterment LLC | 1.277.514.000 $ | +71.309.000 $ | +5,9 % | 1.206.205.000 $ | +40.105.000 $ | +3,4 % | 1.166.100.000 $ | +46.814.000 $ | +4,2 % | 1.119.286.000 $ | +71.228.000 $ | +6,8 % |
| Cerity Partners LLC | 1.276.098.190 $ | +202.160.654 $ | +18,8 % | 1.073.937.536 $ | +184.039.498 $ | +20,7 % | 889.898.038 $ | +66.762.433 $ | +8,1 % | 823.135.605 $ | +50.849.769 $ | +6,6 % |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.251.817.669 $ | +166.896.086 $ | +15,4 % | 1.084.921.583 $ | ||||||||
| Mariner, LLC | 1.089.526.670 $ | -140.826.822 $ | -11,4 % | 1.230.353.492 $ | +92.937.460 $ | +8,2 % | 1.137.416.032 $ | +71.333.856 $ | +6,7 % | 1.066.082.176 $ | +59.569.959 $ | +5,9 % |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.148.903.000 $ | +213.164.000 $ | +22,8 % | 935.739.000 $ | +132.543.000 $ | +16,5 % | 803.196.000 $ | +79.458.000 $ | +11,0 % | 723.738.000 $ | +107.597.000 $ | +17,5 % |
| Janney Montgomery Scott LLC | 1.117.883.000 $ | +109.692.000 $ | +10,9 % | 1.008.191.000 $ | -53.961.000 $ | -5,1 % | 1.062.152.000 $ | +82.829.000 $ | +8,5 % | 979.323.000 $ | +123.559.000 $ | +14,4 % |
| Equitable Holdings, Inc. | 1.101.449.366 $ | +203.399.073 $ | +22,6 % | 898.050.293 $ | +50.783.086 $ | +6,0 % | 847.267.207 $ | +224.383.498 $ | +36,0 % | 622.883.709 $ | +82.469.134 $ | +15,3 % |
| Envestnet Portfolio Solutions, Inc. | 521.090.713 $ | -27.884.077 $ | -5,1 % | 548.974.790 $ | -512.876.308 $ | -48,3 % | 1.061.851.098 $ | +109.307.206 $ | +11,5 % | 952.543.892 $ | +107.085.208 $ | +12,7 % |
| ASSETMARK, INC | 1.058.144.959 $ | +171.905.869 $ | +19,4 % | 886.239.090 $ | +58.942.715 $ | +7,1 % | 827.296.375 $ | +28.842.475 $ | +3,6 % | 798.453.900 $ | +6.558.411 $ | +0,8 % |
| CAPTRUST FINANCIAL ADVISORS | 1.048.510.818 $ | +107.395.969 $ | +11,4 % | 941.114.849 $ | +60.007.162 $ | +6,8 % | 881.107.687 $ | +62.495.197 $ | +7,6 % | 818.612.490 $ | +97.926.823 $ | +13,6 % |
| Rockefeller Capital Management L.P. | 1.033.829.779 $ | +134.753.258 $ | +15,0 % | 899.076.521 $ | +56.510.173 $ | +6,7 % | 842.566.348 $ | +293.359.045 $ | +53,4 % | 549.207.303 $ | -447.804.412 $ | -44,9 % |
| Allworth Financial LP | 802.603.660 $ | -82.700.409 $ | -9,3 % | 885.304.069 $ | +700.936 $ | +0,1 % | 884.603.133 $ | -106.085.877 $ | -10,7 % | 990.689.010 $ | +181.138.762 $ | +22,4 % |
| NewEdge Advisors, LLC | 986.920.779 $ | +140.232.150 $ | +16,6 % | 846.688.629 $ | +38.089.697 $ | +4,7 % | 808.598.932 $ | +90.564.958 $ | +12,6 % | 718.033.974 $ | +82.516.551 $ | +13,0 % |
| SEI INVESTMENTS CO | 964.482.322 $ | +156.365.227 $ | +19,3 % | 808.117.095 $ | -45.081 $ | -0,0 % | 808.162.176 $ | +28.376.905 $ | +3,6 % | 779.785.271 $ | +80.140.498 $ | +11,5 % |
| Baird Financial Group, Inc. | 961.406.541 $ | +95.390.895 $ | +11,0 % | 866.015.646 $ | +16.421.603 $ | +1,9 % | 849.594.043 $ | +19.560.076 $ | +2,4 % | 830.033.967 $ | +19.367.683 $ | +2,4 % |
| PRINCIPAL FINANCIAL GROUP INC | 906.992.782 $ | +185.996.068 $ | +25,8 % | 720.996.714 $ | +42.530.390 $ | +6,3 % | 678.466.324 $ | +343.824.774 $ | +102,7 % | 334.641.550 $ | +24.579.527 $ | +7,9 % |
| BANK OF MONTREAL /CAN/ | 888.259.230 $ | +210.249.262 $ | +31,0 % | 678.009.968 $ | +161.777.298 $ | +31,3 % | 516.232.670 $ | +28.231.824 $ | +5,8 % | 488.000.846 $ | +88.788.892 $ | +22,2 % |
| Financial Engines Advisors L.L.C. | 245.301.456 $ | -610.143.153 $ | -71,3 % | 855.444.609 $ | -5.220.048 $ | -0,6 % | 860.664.657 $ | -19.825.658 $ | -2,3 % | 880.490.315 $ | +46.580.411 $ | +5,6 % |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 813.276.044 $ | +215.668.828 $ | +36,1 % | 597.607.216 $ | +403.220.822 $ | +207,4 % | 194.386.394 $ | -84.456.711 $ | -30,3 % | 278.843.105 $ | +17.165.034 $ | +6,6 % |
| M&T BANK CORP | 793.552.796 $ | +142.032.585 $ | +21,8 % | 651.520.211 $ | -9.819.084 $ | -1,5 % | 661.339.295 $ | +51.224.913 $ | +8,4 % | 610.114.382 $ | +15.143.168 $ | +2,5 % |
| Corient Private Wealth LP | 418.765.044 $ | +26.042.313 $ | +6,6 % | 392.722.731 $ | -396.755.433 $ | -50,3 % | 789.478.164 $ | +546.708.917 $ | +225,2 % | 242.769.247 $ | +14.773.429 $ | +6,5 % |
| FIFTH THIRD BANCORP | 778.690.068 $ | +110.837.696 $ | +16,6 % | 667.852.372 $ | +334.889.211 $ | +100,6 % | 332.963.161 $ | -227.196.116 $ | -40,6 % | 560.159.277 $ | +14.371.971 $ | +2,6 % |
| Focus Partners Wealth | 764.859.366 $ | +103.628.702 $ | +15,7 % | 661.230.664 $ | +52.083.159 $ | +8,6 % | 609.147.505 $ | +108.289.416 $ | +21,6 % | 500.858.089 $ | +13.332.997 $ | +2,7 % |
| CITIGROUP INC | 759.759.463 $ | +195.667.729 $ | +34,7 % | 564.091.734 $ | -16.669.170 $ | -2,9 % | 580.760.904 $ | -109.154.648 $ | -15,8 % | 689.915.552 $ | +78.272.794 $ | +12,8 % |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 747.745.460 $ | +108.515.517 $ | +17,0 % | 639.229.943 $ | -117.221.435 $ | -15,5 % | 756.451.378 $ | +56.652.651 $ | +8,1 % | 699.798.727 $ | +45.459.406 $ | +6,9 % |
| Sanctuary Advisors, LLC | 499.338.927 $ | +65.689.274 $ | +15,1 % | 433.649.653 $ | -2.007.096 $ | -0,5 % | 435.656.749 $ | -313.711.247 $ | -41,9 % | 749.367.996 $ | +362.721.843 $ | +93,8 % |
| Lido Advisors, LLC | 147.840.407 $ | -41.497.759 $ | -21,9 % | 189.338.166 $ | -8.142.882 $ | -4,1 % | 197.481.048 $ | -505.999.339 $ | -71,9 % | 703.480.387 $ | +537.572.991 $ | +324,0 % |
| HB Wealth Management, LLC | 699.060.843 $ | +74.256.767 $ | +11,9 % | 624.804.076 $ | +25.483.491 $ | +4,3 % | 599.320.585 $ | +24.696.258 $ | +4,3 % | 574.624.327 $ | +77.845.657 $ | +15,7 % |
| Integrated Wealth Concepts LLC | 687.016.553 $ | +245.661.444 $ | +55,7 % | 441.355.109 $ | +140.231.007 $ | +46,6 % | 301.124.102 $ | -90.340.570 $ | -23,1 % | 391.464.672 $ | +69.100.692 $ | +21,4 % |
| Nationwide Fund Advisors | 241.147.125 $ | -415.745.151 $ | -63,3 % | 656.892.276 $ | -23.873.134 $ | -3,5 % | 680.765.410 $ | +68.125.050 $ | +11,1 % | 612.640.360 $ | +5.545.405 $ | +0,9 % |
| Steward Partners Investment Advisory, LLC | 487.469.238 $ | -180.411.357 $ | -27,0 % | 667.880.595 $ | +109.910.541 $ | +19,7 % | 557.970.054 $ | +88.086.427 $ | +18,7 % | 469.883.627 $ | +125.748.878 $ | +36,5 % |
| HARBOUR INVESTMENTS, INC. | 650.255.923 $ | +85.537.509 $ | +15,1 % | 564.718.414 $ | +117.509.577 $ | +26,3 % | 447.208.837 $ | -16.535.105 $ | -3,6 % | 463.743.942 $ | +44.274.432 $ | +10,6 % |
| OLD MISSION CAPITAL LLC | 27.496.063 $ | -617.494.662 $ | -95,7 % | 644.990.725 $ | +640.414.464 $ | +13.994,3 % | 4.576.261 $ | -138.281.698 $ | -96,8 % | 142.857.959 $ | +107.963.198 $ | +309,4 % |
| Retirement Systems of Alabama | 628.294.264 $ | +99.280.202 $ | +18,8 % | 529.014.062 $ | +19.188.610 $ | +3,8 % | 509.825.452 $ | +9.859.760 $ | +2,0 % | 499.965.692 $ | +44.672.299 $ | +9,8 % |
| STATE STREET CORP | 614.061.648 $ | +86.682.924 $ | +16,4 % | 527.378.724 $ | +24.729.602 $ | +4,9 % | 502.649.122 $ | +32.257.114 $ | +6,9 % | 470.392.008 $ | +55.643.231 $ | +13,4 % |
| Jordan Park Group LLC | 602.982.996 $ | +123.501.928 $ | +25,8 % | 479.481.068 $ | +14.069.301 $ | +3,0 % | 465.411.767 $ | +8.982.408 $ | +2,0 % | 456.429.359 $ | +43.709.026 $ | +10,6 % |
| Independent Advisor Alliance | 16.232.743 $ | -579.473.012 $ | -97,3 % | 595.705.755 $ | +582.775.137 $ | +4.506,9 % | 12.930.618 $ | +1.633.167 $ | +14,5 % | 11.297.451 $ | +1.472.774 $ | +15,0 % |
| &PARTNERS | 588.942.316 $ | +118.003.653 $ | +25,1 % | 470.938.663 $ | +92.944.758 $ | +24,6 % | 377.993.905 $ | +59.719.479 $ | +18,8 % | 318.274.426 $ | +53.298.967 $ | +20,1 % |
| Asset Management One Co., Ltd. | 585.515.440 $ | +84.402.424 $ | +16,8 % | 501.113.016 $ | +27.768.934 $ | +5,9 % | 473.344.082 $ | +17.420.795 $ | +3,8 % | 455.923.287 $ | +63.821.314 $ | +16,3 % |
| RiverFront Investment Group, LLC | 505.198.940 $ | -64.489.756 $ | -11,3 % | 569.688.696 $ | +40.824.799 $ | +7,7 % | 528.863.897 $ | +90.703.574 $ | +20,7 % | 438.160.323 $ | +31.300.126 $ | +7,7 % |
| Heritage Wealth Advisors | 544.739.280 $ | +122.147.824 $ | +28,9 % | 422.591.456 $ | +358.359.197 $ | +557,9 % | 64.232.259 $ | +3.726.977 $ | +6,2 % | 60.505.282 $ | +9.559.721 $ | +18,8 % |
| PARK AVENUE SECURITIES LLC | 506.957.000 $ | +6.871.000 $ | +1,4 % | 500.086.000 $ | -27.927.000 $ | -5,3 % | 528.013.000 $ | +85.252.000 $ | +19,3 % | 442.761.000 $ | +95.002.000 $ | +27,3 % |
| Japan Science & Technology Agency | 519.483.013 $ | +197.202.231 $ | +61,2 % | 322.280.782 $ | +117.222.542 $ | +57,2 % | 205.058.240 $ | +132.910.778 $ | +184,2 % | 72.147.462 $ | ||
| FRANKLIN RESOURCES INC | 508.867.299 $ | -6.679.357 $ | -1,3 % | 515.546.656 $ | +75.076.791 $ | +17,0 % | 440.469.865 $ | +6.051.594 $ | +1,4 % | 434.418.271 $ | +9.754.293 $ | +2,3 % |
| ALLIANCEBERNSTEIN L.P. | 500.787.359 $ | +28.563.116 $ | +6,0 % | 472.224.243 $ | +13.133.010 $ | +2,9 % | 459.091.233 $ | +13.484.096 $ | +3,0 % | 445.607.137 $ | +11.941.893 $ | +2,8 % |
| MONETA GROUP INVESTMENT ADVISORS LLC | 495.936.319 $ | +93.377.390 $ | +23,2 % | 402.558.929 $ | +7.514.636 $ | +1,9 % | 395.044.293 $ | +19.010.866 $ | +5,1 % | 376.033.427 $ | +40.512.059 $ | +12,1 % |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 345.032.162 $ | -134.378.211 $ | -28,0 % | 479.410.373 $ | +271.687.667 $ | +130,8 % | 207.722.706 $ | |||||
| Stratos Wealth Partners, LTD. | 472.490.792 $ | +69.940.885 $ | +17,4 % | 402.549.907 $ | +1.757.966 $ | +0,4 % | 400.791.941 $ | +49.371.946 $ | +14,0 % | 351.419.995 $ | +48.318.244 $ | +15,9 % |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 469.966.894 $ | +210.603.402 $ | +81,2 % | 259.363.492 $ | ||||||||
| Sequoia Financial Advisors, LLC | 466.946.895 $ | +19.043.401 $ | +4,3 % | 447.903.494 $ | +15.231.150 $ | +3,5 % | 432.672.344 $ | +73.567.329 $ | +20,5 % | 359.105.015 $ | +166.503.477 $ | +86,4 % |
| Dynasty Wealth Management, LLC | 289.800.498 $ | +86.928.133 $ | +42,8 % | 202.872.365 $ | -262.127.694 $ | -56,4 % | 465.000.059 $ | +189.145.198 $ | +68,6 % | 275.854.861 $ | +67.797.285 $ | +32,6 % |
| Capital Investment Advisors, LLC | 442.433.240 $ | +29.412.038 $ | +7,1 % | 413.021.202 $ | +40.338.795 $ | +10,8 % | 372.682.407 $ | +17.861.874 $ | +5,0 % | 354.820.533 $ | +20.209.819 $ | +6,0 % |
| KEYBANK NATIONAL ASSOCIATION/OH | 423.830.770 $ | +112.834.402 $ | +36,3 % | 310.996.368 $ | +36.483.288 $ | +13,3 % | 274.513.080 $ | +37.957.332 $ | +16,0 % | 236.555.748 $ | +28.390.221 $ | +13,6 % |
| MAI Capital Management | 421.030.863 $ | +63.540.456 $ | +17,8 % | 357.490.407 $ | +18.413.823 $ | +5,4 % | 339.076.584 $ | +3.523.306 $ | +1,0 % | 335.553.278 $ | +29.822.633 $ | +9,8 % |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 414.725.727 $ | +6.088.733 $ | +1,5 % | 408.636.994 $ | -7.802.613 $ | -1,9 % | 416.439.607 $ | +109.966.809 $ | +35,9 % | 306.472.798 $ | +30.930.521 $ | +11,2 % |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 412.805.795 $ | +34.382.639 $ | +9,1 % | 378.423.156 $ | -2.757.815 $ | -0,7 % | 381.180.971 $ | +5.511.019 $ | +1,5 % | 375.669.952 $ | +29.285.990 $ | +8,5 % |
| Prospera Financial Services Inc | 398.089.044 $ | +15.355.716 $ | +4,0 % | 382.733.328 $ | +22.199.598 $ | +6,2 % | 360.533.730 $ | -8.340.944 $ | -2,3 % | 368.874.674 $ | +26.251.235 $ | +7,7 % |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 397.908.094 $ | +16.082.433 $ | +4,2 % | 381.825.661 $ | +292.870.002 $ | +329,2 % | 88.955.659 $ | +88.839.668 $ | +76.591,9 % | |||
| Pathstone Holdings, LLC | 395.751.984 $ | +232.016.070 $ | +141,7 % | 163.735.914 $ | +15.337.346 $ | +10,3 % | 148.398.568 $ | +17.355.475 $ | +13,2 % | 131.043.093 $ | +6.965.149 $ | +5,6 % |
| Mirae Asset Global Investments Co., Ltd. | 391.790.658 $ | +159.273.223 $ | +68,5 % | 232.517.435 $ | +10.433.463 $ | +4,7 % | 222.083.972 $ | -37.169.736 $ | -14,3 % | 259.253.708 $ | +68.331.593 $ | +35,8 % |
| Merit Financial Group, LLC | 391.151.192 $ | +44.288.000 $ | +12,8 % | 346.863.192 $ | -38.879.993 $ | -10,1 % | 385.743.185 $ | +103.953.592 $ | +36,9 % | 281.789.593 $ | +114.007.547 $ | +67,9 % |
| Ballentine Partners, LLC | 387.808.876 $ | +65.137.187 $ | +20,2 % | 322.671.689 $ | +26.470.583 $ | +8,9 % | 296.201.106 $ | -2.804.405 $ | -0,9 % | 299.005.511 $ | +28.382.350 $ | +10,5 % |
| Brookstone Capital Management | 384.359.112 $ | +30.687.132 $ | +8,7 % | 353.671.980 $ | +77.139.201 $ | +27,9 % | 276.532.779 $ | -15.731.477 $ | -5,4 % | 292.264.256 $ | +43.073.070 $ | +17,3 % |
| Cresset Asset Management, LLC | 383.068.086 $ | +117.854.385 $ | +44,4 % | 265.213.701 $ | +28.941.191 $ | +12,2 % | 236.272.510 $ | +25.471.959 $ | +12,1 % | 210.800.551 $ | +23.585.422 $ | +12,6 % |
| AXXCESS WEALTH MANAGEMENT, LLC | 354.322.510 $ | +105.979.509 $ | +42,7 % | 248.343.001 $ | -117.382.776 $ | -32,1 % | 365.725.777 $ | +108.489.183 $ | +42,2 % | 257.236.594 $ | +12.126.330 $ | +4,9 % |
| NORTHERN TRUST CORP | 360.667.940 $ | +97.999.742 $ | +37,3 % | 262.668.198 $ | +60.569.082 $ | +30,0 % | 202.099.116 $ | +11.906.514 $ | +6,3 % | 190.192.602 $ | +17.258.465 $ | +10,0 % |
| MERCER GLOBAL ADVISORS INC /ADV | 359.864.049 $ | +28.752.404 $ | +8,7 % | 331.111.645 $ | -3.522.859 $ | -1,1 % | 334.634.504 $ | +33.911.778 $ | +11,3 % | 300.722.726 $ | +164.801.546 $ | +121,2 % |
| THRIVENT FINANCIAL FOR LUTHERANS | 358.488.000 $ | +40.492.000 $ | +12,7 % | 317.996.000 $ | -36.173.000 $ | -10,2 % | 354.169.000 $ | +150.704.000 $ | +74,1 % | 203.465.000 $ | +56.039.000 $ | +38,0 % |
| EP Wealth Advisors, LLC | 348.247.634 $ | +282.658.012 $ | +430,9 % | 65.589.622 $ | -5.862.121 $ | -8,2 % | 71.451.743 $ | +4.504.576 $ | +6,7 % | |||
| Advance Capital Management, Inc. | 348.079.728 $ | +76.008.671 $ | +27,9 % | 272.071.057 $ | +192.802.697 $ | +243,2 % | 79.268.360 $ | +233.260 $ | +0,3 % | 79.035.100 $ | +8.517.115 $ | +12,1 % |
| GREAT VALLEY ADVISOR GROUP, INC. | 347.746.307 $ | +45.353.460 $ | +15,0 % | 302.392.847 $ | +44.552.666 $ | +17,3 % | 257.840.181 $ | +11.761.475 $ | +4,8 % | 246.078.706 $ | +17.069.014 $ | +7,5 % |
| D.A. DAVIDSON & CO. | 339.556.114 $ | +38.072.766 $ | +12,6 % | 301.483.348 $ | +11.448.999 $ | +3,9 % | 290.034.349 $ | +14.662.271 $ | +5,3 % | 275.372.078 $ | +31.083.911 $ | +12,7 % |
| PRINCIPAL SECURITIES, INC. | 337.207.284 $ | +18.817.461 $ | +5,9 % | 318.389.823 $ | +17.926.544 $ | +6,0 % | 300.463.279 $ | -19.564.738 $ | -6,1 % | 320.028.017 $ | -11.105.441 $ | -3,4 % |
| Concurrent Investment Advisors, LLC | 323.386.000 $ | +61.686.247 $ | +23,6 % | 261.699.753 $ | +22.193.923 $ | +9,3 % | 239.505.830 $ | +67.118.856 $ | +38,9 % | 172.386.974 $ | +19.400.490 $ | +12,7 % |
| Valmark Advisers, Inc. | 323.151.310 $ | +25.147.634 $ | +8,4 % | 298.003.676 $ | +41.018.338 $ | +16,0 % | 256.985.338 $ | +27.160.590 $ | +11,8 % | 229.824.748 $ | +62.337.672 $ | +37,2 % |
| BLAIR WILLIAM & CO/IL | 313.726.123 $ | +90.119.476 $ | +40,3 % | 223.606.647 $ | +21.124.775 $ | +10,4 % | 202.481.872 $ | +19.978.819 $ | +10,9 % | 182.503.053 $ | +28.933.382 $ | +18,8 % |
| Waverly Advisors, LLC | 307.153.277 $ | +67.300.071 $ | +28,1 % | 239.853.206 $ | +54.034.410 $ | +29,1 % | 185.818.796 $ | +39.474.214 $ | +27,0 % | 146.344.582 $ | +17.188.076 $ | +13,3 % |
| Aptus Capital Advisors, LLC | 255.783.348 $ | +24.091.949 $ | +10,4 % | 231.691.399 $ | +22.009.007 $ | +10,5 % | 209.682.392 $ | -95.279.694 $ | -31,2 % | 304.962.086 $ | +25.327.966 $ | +9,1 % |
| Fusion Family Wealth, LLC | 303.548.348 $ | +32.899.441 $ | +12,2 % | 270.648.907 $ | +6.666.592 $ | +2,5 % | 263.982.315 $ | +13.164.846 $ | +5,2 % | 250.817.469 $ | +15.831.226 $ | +6,7 % |
| Strategic Financial Services, Inc. | 290.631.938 $ | -12.870.605 $ | -4,2 % | 303.502.543 $ | +24.549.304 $ | +8,8 % | 278.953.239 $ | +24.000.664 $ | +9,4 % | |||
| Temasek Holdings (Private) Ltd | 299.348.812 $ | -236.779 $ | -0,1 % | 299.585.591 $ | +118.390 $ | +0,0 % | 299.467.201 $ | -828.730 $ | -0,3 % | 300.295.931 $ | ||
| BNP PARIBAS FINANCIAL MARKETS | 100.550.491 $ | -28.228.504 $ | -21,9 % | 128.778.995 $ | -170.978.978 $ | -57,0 % | 299.757.973 $ | +224.163.416 $ | +296,5 % | 75.594.557 $ | -6.903.537 $ | -8,4 % |
| Orion Porfolio Solutions, LLC | 233.279.571 $ | -22.029.532 $ | -8,6 % | 255.309.103 $ | -39.910.452 $ | -13,5 % | 295.219.555 $ | +9.058.620 $ | +3,2 % | 286.160.935 $ | -34.240.629 $ | -10,7 % |
| Beacon Pointe Advisors, LLC | 294.821.470 $ | +25.187.545 $ | +9,3 % | 269.633.925 $ | +117.228.962 $ | +76,9 % | 152.404.963 $ | +11.922.696 $ | +8,5 % | 140.482.267 $ | +37.416.011 $ | +36,3 % |
| Farther Finance Advisors, LLC | 291.926.679 $ | +38.055.310 $ | +15,0 % | 253.871.369 $ | +38.787.230 $ | +18,0 % | 215.084.139 $ | +77.733.989 $ | +56,6 % | 137.350.150 $ | +48.139.276 $ | +54,0 % |
| Haverford Trust Co | 290.708.000 $ | +49.822.380 $ | +20,7 % | 240.885.620 $ | +8.882.512 $ | +3,8 % | 232.003.108 $ | +5.894.706 $ | +2,6 % | 226.108.402 $ | +15.690.664 $ | +7,5 % |
| NorthCoast Asset Management LLC | 202.039.024 $ | +62.085.127 $ | +44,4 % | 139.953.897 $ | -19.400.653 $ | -12,2 % | 159.354.550 $ | -129.722.021 $ | -44,9 % | 289.076.571 $ | -27.981.636 $ | -8,8 % |
| BENJAMIN EDWARDS INC | 288.434.583 $ | +45.171.920 $ | +18,6 % | 243.262.663 $ | +76.024.428 $ | +45,5 % | 167.238.235 $ | +8.631.120 $ | +5,4 % | 158.607.115 $ | +17.442.704 $ | +12,4 % |
| Arax Advisory Partners | 288.169.496 $ | +159.713.903 $ | +124,3 % | 128.455.593 $ | -20.141.654 $ | -13,6 % | 148.597.247 $ | +71.566.400 $ | +92,9 % | 77.030.847 $ | -55.010.448 $ | -41,7 % |
| Capital Analysts, LLC | 284.464.000 $ | +33.666.000 $ | +13,4 % | 250.798.000 $ | +91.679.000 $ | +57,6 % | 159.119.000 $ | +11.590.000 $ | +7,9 % | 147.529.000 $ | +28.041.000 $ | +23,5 % |
| Forge Financial Services LLC | 279.803.435 $ | +46.085.678 $ | +19,7 % | 233.717.757 $ | +208.491.946 $ | +826,5 % | 25.225.811 $ | +1.731.901 $ | +7,4 % | 23.493.910 $ | +2.614.762 $ | +12,5 % |
| Horizon Investments, LLC | 269.133.292 $ | -1.373.969 $ | -0,5 % | 270.507.261 $ | +11.039.208 $ | +4,3 % | 259.468.053 $ | -13.878.229 $ | -5,1 % | 273.346.282 $ | +20.343.419 $ | +8,0 % |
| CITADEL ADVISORS LLC | 235.186.803 $ | -38.040.470 $ | -13,9 % | 273.227.273 $ | +122.747.724 $ | +81,6 % | 150.479.549 $ | -5.230.146 $ | -3,4 % | 155.709.695 $ | -14.248.125 $ | -8,4 % |
| Choate Investment Advisors | 269.731.656 $ | +59.840.969 $ | +28,5 % | 209.890.687 $ | +205.418.142 $ | +4.592,9 % | 4.472.545 $ | -143.515 $ | -3,1 % | 4.616.060 $ | +1.636.465 $ | +54,9 % |
| Wealthspire Advisors, LLC | 267.740.364 $ | +48.198.066 $ | +22,0 % | 219.542.298 $ | +13.307.113 $ | +6,5 % | 206.235.185 $ | +2.858.841 $ | +1,4 % | 203.376.344 $ | +12.248.749 $ | +6,4 % |
| EVERGREEN CAPITAL MANAGEMENT LLC | 266.508.485 $ | +55.880.877 $ | +26,5 % | 210.627.608 $ | +76.680.254 $ | +57,2 % | 133.947.354 $ | +96.437.084 $ | +257,1 % | 37.510.270 $ | +6.474.364 $ | +20,9 % |
| PARK NATIONAL CORP /OH/ | 262.246.233 $ | +27.072.679 $ | +11,5 % | 235.173.554 $ | +10.925.403 $ | +4,9 % | 224.248.151 $ | -4.185.600 $ | -1,8 % | 228.433.751 $ | +18.375.984 $ | +8,7 % |
| NorthRock Partners, LLC | 253.159.760 $ | -6.946.379 $ | -2,7 % | 260.106.139 $ | +27.962.197 $ | +12,0 % | 232.143.942 $ | +27.183.161 $ | +13,3 % | 204.960.781 $ | +97.383.233 $ | +90,5 % |
| Valeo Financial Advisors, LLC | 257.199.396 $ | +41.021.649 $ | +19,0 % | 216.177.747 $ | +11.443.646 $ | +5,6 % | 204.734.101 $ | +7.274.086 $ | +3,7 % | 197.460.015 $ | +21.177.791 $ | +12,0 % |
| AE Wealth Management LLC | 250.176.158 $ | +18.123.471 $ | +7,8 % | 232.052.687 $ | +21.596.558 $ | +10,3 % | 210.456.129 $ | +19.942.172 $ | +10,5 % | 190.513.957 $ | +29.439.534 $ | +18,3 % |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 244.434.918 $ | +3.567.945 $ | +1,5 % | 240.866.973 $ | -7.124.946 $ | -2,9 % | 247.991.919 $ | +51.608.361 $ | +26,3 % | 196.383.558 $ | +3.033.303 $ | +1,6 % |
| Matson Money. Inc. | 247.938.463 $ | +33.286.116 $ | +15,5 % | 214.652.347 $ | +751.787 $ | +0,4 % | 213.900.560 $ | +4.217.873 $ | +2,0 % | 209.682.687 $ | +19.666.126 $ | +10,3 % |
| Modern Wealth Management, LLC | 244.939.340 $ | +11.886.900 $ | +5,1 % | 233.052.440 $ | +13.375.719 $ | +6,1 % | 219.676.721 $ | +35.306.102 $ | +19,1 % | |||
| Confluence Wealth Services, Inc. | 242.702.170 $ | +43.555.632 $ | +21,9 % | 199.146.538 $ | +11.978.333 $ | +6,4 % | 187.168.205 $ | +14.996.182 $ | +8,7 % | 172.172.023 $ | +13.116.215 $ | +8,2 % |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 235.149.825 $ | +13.993.448 $ | +6,3 % | 221.156.377 $ | -20.314.461 $ | -8,4 % | 241.470.838 $ | +21.119.241 $ | +9,6 % | 220.351.597 $ | -7.382.627 $ | -3,2 % |
| Global Retirement Partners, LLC | 241.246.920 $ | +27.377.202 $ | +12,8 % | 213.869.718 $ | +20.088.385 $ | +10,4 % | 193.781.333 $ | +10.793.539 $ | +5,9 % | |||
| MONEY CONCEPTS CAPITAL CORP | 237.156.940 $ | +75.138.347 $ | +46,4 % | 162.018.593 $ | +96.383 $ | +0,1 % | 161.922.210 $ | +8.269.378 $ | +5,4 % | 153.652.832 $ | +12.497.485 $ | +8,9 % |
| DEUTSCHE BANK AG\ | 232.943.511 $ | +47.209.305 $ | +25,4 % | 185.734.206 $ | +14.091.698 $ | +8,2 % | 171.642.508 $ | +5.260.032 $ | +3,2 % | 166.382.476 $ | +25.641.720 $ | +18,2 % |
| Stairway Partners, LLC | 205.603.827 $ | -16.249.870 $ | -7,3 % | 221.853.697 $ | +8.518.378 $ | +4,0 % | 213.335.319 $ | -18.944.689 $ | -8,2 % | 232.280.008 $ | +22.671.746 $ | +10,8 % |
| AlphaCore Capital LLC | 232.082.145 $ | +13.594.108 $ | +6,2 % | 218.488.037 $ | +30.617.963 $ | +16,3 % | 187.870.074 $ | +84.458.163 $ | +81,7 % | 103.411.911 $ | +4.810.978 $ | +4,9 % |
| INDEPENDENT FINANCIAL GROUP, LLC | 230.476.008 $ | +28.863.901 $ | +14,3 % | 201.612.107 $ | +8.622.792 $ | +4,5 % | 192.989.315 $ | +2.405.278 $ | +1,3 % | 190.584.037 $ | +19.640.390 $ | +11,5 % |
| Vestmark Advisory Solutions, Inc. | 198.716.832 $ | -31.730.601 $ | -13,8 % | 230.447.433 $ | +123.038.715 $ | +114,6 % | 107.408.718 $ | +5.199.919 $ | +5,1 % | 102.208.799 $ | -30.791.645 $ | -23,2 % |
| Neuberger Berman Group LLC | 227.857.338 $ | +63.015.824 $ | +38,2 % | 164.841.514 $ | +72.705.741 $ | +78,9 % | 92.135.773 $ | +2.459.533 $ | +2,7 % | 89.676.240 $ | +6.942.255 $ | +8,4 % |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 213.397.245 $ | +33.633.943 $ | +18,7 % | 179.763.302 $ | -46.790.562 $ | -20,7 % | 226.553.864 $ | +1.899.392 $ | +0,8 % | 224.654.472 $ | +14.279.135 $ | +6,8 % |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 218.583.721 $ | -3.214.319 $ | -1,4 % | 221.798.040 $ | +120.763.573 $ | +119,5 % | 101.034.467 $ | -25.254.674 $ | -20,0 % | 126.289.141 $ | +75.609.141 $ | +149,2 % |
| COMERICA BANK | 221.108.266 $ | +13.406.495 $ | +6,5 % | 207.701.771 $ | +17.375.028 $ | +9,1 % | ||||||
| Geneos Wealth Management Inc. | 219.438.161 $ | +31.400.823 $ | +16,7 % | 188.037.338 $ | -19.942.285 $ | -9,6 % | 207.979.623 $ | -1.162.076 $ | -0,6 % | 209.141.699 $ | +25.804.249 $ | +14,1 % |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 216.092.065 $ | +12.840.535 $ | +6,3 % | 203.251.530 $ | -15.458.341 $ | -7,1 % | 218.709.871 $ | +2.144.025 $ | +1,0 % | 216.565.846 $ | +16.310.171 $ | +8,1 % |
| CIBC Bancorp USA Inc. | 216.683.351 $ | +35.819.368 $ | +19,8 % | 180.863.983 $ | +178.196.385 $ | +6.680,0 % | 2.667.598 $ | |||||
| BESSEMER GROUP INC | 215.059.000 $ | +69.708.000 $ | +48,0 % | 145.351.000 $ | +15.383.000 $ | +11,8 % | 129.968.000 $ | +23.016.000 $ | +21,5 % | 106.952.000 $ | +20.510.000 $ | +23,7 % |
| IHT Wealth Management, LLC | 214.839.895 $ | +15.521.256 $ | +7,8 % | 199.318.639 $ | -283.125 $ | -0,1 % | 199.601.764 $ | +6.906.348 $ | +3,6 % | 192.695.416 $ | +3.932.304 $ | +2,1 % |
| Cerity Partners OCIO LLC | 213.311.808 $ | +12.173.534 $ | +6,1 % | 201.138.274 $ | +81.492.200 $ | +68,1 % | 119.646.074 $ | +48.617.933 $ | +68,4 % | 71.028.141 $ | -22.775 $ | -0,0 % |
| CITIZENS FINANCIAL GROUP INC/RI | 211.930.913 $ | +24.698.480 $ | +13,2 % | 187.232.433 $ | +18.362.291 $ | +10,9 % | 168.870.142 $ | +3.306.568 $ | +2,0 % | 165.563.574 $ | +43.301.318 $ | +35,4 % |
| SFMG, LLC | 207.498.635 $ | +27.654.415 $ | +15,4 % | 179.844.220 $ | -21.313.678 $ | -10,6 % | 201.157.898 $ | +10.246.759 $ | +5,4 % | 190.911.139 $ | +8.083.661 $ | +4,4 % |
| OpenArc Corporate Advisory, LLC | 70.079.756 $ | +11.932.484 $ | +20,5 % | 58.147.272 $ | -143.581.870 $ | -71,2 % | 201.729.142 $ | |||||
| Bleakley Financial Group, LLC | 200.520.483 $ | +40.464.493 $ | +25,3 % | 160.055.990 $ | +25.368.734 $ | +18,8 % | 134.687.256 $ | +78.728.214 $ | +140,7 % | 55.959.042 $ | +2.510.208 $ | +4,7 % |
| Capital Asset Advisory Services LLC | 199.623.736 $ | +7.073.731 $ | +3,7 % | 192.550.005 $ | +21.204.124 $ | +12,4 % | 171.345.881 $ | +29.531.247 $ | +20,8 % | 141.814.634 $ | +6.947.649 $ | +5,2 % |
| Summit Financial, LLC | 198.119.628 $ | +19.453.888 $ | +10,9 % | 178.665.740 $ | +35.533.014 $ | +24,8 % | 143.132.726 $ | -4.081.938 $ | -2,8 % | 147.214.664 $ | +110.133.760 $ | +297,0 % |
| HBW ADVISORY SERVICES LLC | 197.756.821 $ | +32.736.600 $ | +19,8 % | 165.020.221 $ | +2.976.638 $ | +1,8 % | 162.043.583 $ | +13.426.069 $ | +9,0 % | 148.617.514 $ | +18.240.578 $ | +14,0 % |
| CIBC Private Wealth Group LLC | 189.979.854 $ | -7.165.841 $ | -3,6 % | 197.145.695 $ | -3.679.534 $ | -1,8 % | ||||||
| Prime Capital Investment Advisors, LLC | 196.013.928 $ | +15.749.263 $ | +8,7 % | 180.264.665 $ | +100.205.802 $ | +125,2 % | 80.058.863 $ | +2.826.760 $ | +3,7 % | 77.232.103 $ | +2.442.195 $ | +3,3 % |
| Savant Capital, LLC | 195.882.482 $ | +88.984.885 $ | +83,2 % | 106.897.597 $ | +19.257.555 $ | +22,0 % | 87.640.042 $ | -26.637.899 $ | -23,3 % | 114.277.941 $ | +8.213.325 $ | +7,7 % |
| Federation des caisses Desjardins du Quebec | 139.003.139 $ | -38.851.118 $ | -21,8 % | 177.854.257 $ | -17.509.002 $ | -9,0 % | 195.363.259 $ | +51.354.655 $ | +35,7 % | |||
| Arkadios Wealth Advisors | 170.478.624 $ | -24.496.914 $ | -12,6 % | 194.975.538 $ | +91.861.656 $ | +89,1 % | 103.113.882 $ | +7.270.652 $ | +7,6 % | 95.843.230 $ | +13.276.363 $ | +16,1 % |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 193.699.127 $ | +32.434.388 $ | +20,1 % | 161.264.739 $ | +8.279.217 $ | +5,4 % | 152.985.522 $ | +11.747.599 $ | +8,3 % | 141.237.923 $ | +11.660.974 $ | +9,0 % |
| Atria Investments, Inc | 165.083.115 $ | -15.518.107 $ | -8,6 % | 180.601.222 $ | -12.232.491 $ | -6,3 % | 192.833.713 $ | +13.853.688 $ | +7,7 % | 178.980.025 $ | -14.877.789 $ | -7,7 % |
| Venturi Wealth Management, LLC | 187.325.783 $ | +67.797.741 $ | +56,7 % | 119.528.042 $ | -29.600.247 $ | -19,8 % | 149.128.289 $ | -43.619.151 $ | -22,6 % | 192.747.440 $ | +82.955.337 $ | +75,6 % |
| MGO ONE SEVEN LLC | 192.014.408 $ | +35.630.971 $ | +22,8 % | 156.383.437 $ | +3.533.746 $ | +2,3 % | 152.849.691 $ | +21.811.231 $ | +16,6 % | 131.038.460 $ | +1.504.009 $ | +1,2 % |
| Hirtle & Co., LLC | 191.510.280 $ | +28.018.014 $ | +17,1 % | 163.492.266 $ | +4.659.463 $ | +2,9 % | 158.832.803 $ | +6.904.034 $ | +4,5 % | 151.928.769 $ | +22.711.702 $ | +17,6 % |
| Alesco Advisors, LLC, An ESL Co | 191.363.278 $ | +28.741.741 $ | +17,7 % | 162.621.537 $ | +2.363.815 $ | +1,5 % | 160.257.722 $ | -1.087.943 $ | -0,7 % | 161.345.665 $ | +9.386.550 $ | +6,2 % |
| OPPENHEIMER & CO INC | 191.206.893 $ | +33.641.208 $ | +21,4 % | 157.565.685 $ | +9.828.222 $ | +6,7 % | 147.737.463 $ | -2.708.884 $ | -1,8 % | 150.446.347 $ | +20.589.519 $ | +15,9 % |
| Ameritas Advisory Services, LLC | 190.862.126 $ | +123.454.348 $ | +183,1 % | 67.407.778 $ | -665.052 $ | -1,0 % | 68.072.830 $ | +25.151.914 $ | +58,6 % | 42.920.916 $ | -41.143.115 $ | -48,9 % |
| Elm Partners Management LLC | 190.673.287 $ | +32.490.073 $ | +20,5 % | 158.183.214 $ | +17.403.990 $ | +12,4 % | 140.779.224 $ | +8.608.619 $ | +6,5 % | 132.170.605 $ | +13.073.414 $ | +11,0 % |
| Investure, LLC | 190.227.646 $ | +9.721.830 $ | +5,4 % | 180.505.816 $ | +137.710.539 $ | +321,8 % | 42.795.277 $ | +3.028.707 $ | +7,6 % | 39.766.570 $ | +6.626.708 $ | +20,0 % |
| MENORA MIVTACHIM HOLDINGS LTD. | 189.843.091 $ | +181.422.804 $ | +2.154,6 % | 8.420.287 $ | -15.835.878 $ | -65,3 % | 24.256.165 $ | +2.652.202 $ | +12,3 % | 21.603.963 $ | +3.511.567 $ | +19,4 % |
| First Command Advisory Services, Inc. | 187.962.253 $ | +13.905.877 $ | +8,0 % | 174.056.376 $ | +31.585.776 $ | +22,2 % | 142.470.600 $ | +7.105.719 $ | +5,2 % | 135.364.881 $ | +5.573.406 $ | +4,3 % |
| Hackensack Meridian Health, Inc. | 186.058.640 $ | +38.537.390 $ | +26,1 % | 147.521.250 $ | +645.550 $ | +0,4 % | 146.875.700 $ | +2.840.500 $ | +2,0 % | 144.035.200 $ | +12.869.650 $ | +9,8 % |
| Wealthcare Advisory Partners LLC | 175.191.044 $ | -10.539.061 $ | -5,7 % | 185.730.105 $ | +17.422.166 $ | +10,4 % | 168.307.939 $ | -165.001 $ | -0,1 % | 168.472.940 $ | +16.575.121 $ | +10,9 % |
| Prosperity Consulting Group, LLC | 185.303.949 $ | +20.853.570 $ | +12,7 % | 164.450.379 $ | +6.022.084 $ | +3,8 % | 158.428.295 $ | +13.916.329 $ | +9,6 % | 144.511.966 $ | +29.180.178 $ | +25,3 % |
| Apollon Wealth Management, LLC | 185.029.135 $ | +22.121.719 $ | +13,6 % | 162.907.416 $ | +7.663.901 $ | +4,9 % | 155.243.515 $ | +5.705.038 $ | +3,8 % | 149.538.477 $ | -1.633.882 $ | -1,1 % |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 184.159.683 $ | +26.014.939 $ | +16,5 % | 158.144.744 $ | +5.060.347 $ | +3,3 % | 153.084.397 $ | +4.024.870 $ | +2,7 % | 149.059.527 $ | +15.044.420 $ | +11,2 % |
| Gladstone Institutional Advisory LLC | 183.761.219 $ | +36.488.550 $ | +24,8 % | 147.272.669 $ | +17.678.744 $ | +13,6 % | 129.593.925 $ | -4.074.871 $ | -3,0 % | 133.668.796 $ | +18.224.306 $ | +15,8 % |
| Kingsview Wealth Management, LLC | 181.565.227 $ | +35.780.953 $ | +24,5 % | 145.784.274 $ | +12.867.295 $ | +9,7 % | 132.916.979 $ | +14.284.631 $ | +12,0 % | 118.632.348 $ | +10.831.830 $ | +10,0 % |
| SAGESPRING WEALTH PARTNERS, LLC | 69.786.488 $ | +9.714.703 $ | +16,2 % | 60.071.785 $ | -120.636.360 $ | -66,8 % | 180.708.145 $ | +17.505.409 $ | +10,7 % | 163.202.736 $ | +17.259.864 $ | +11,8 % |
| Blue Trust, Inc. | 177.631.582 $ | +7.958.801 $ | +4,7 % | 169.672.781 $ | -1.371.808 $ | -0,8 % | 171.044.589 $ | +3.437.663 $ | +2,1 % | 167.606.926 $ | +6.006.400 $ | +3,7 % |
| Balentine LLC | 177.120.920 $ | +24.506.076 $ | +16,1 % | 152.614.844 $ | +2.966.231 $ | +2,0 % | 149.648.613 $ | +6.045.989 $ | +4,2 % | 143.602.624 $ | +140.394.759 $ | +4.376,6 % |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 176.426.682 $ | +23.873.661 $ | +15,6 % | 152.553.021 $ | +10.444.423 $ | +7,3 % | 142.108.598 $ | +4.499.690 $ | +3,3 % | 137.608.908 $ | +831.503 $ | +0,6 % |
| WNY Asset Management, LLC | 163.646.664 $ | +66.585.713 $ | +68,6 % | 97.060.951 $ | -78.928.808 $ | -44,8 % | 175.989.759 $ | +31.611.577 $ | +21,9 % | |||
| Csenge Advisory Group | 175.354.192 $ | +37.246.112 $ | +27,0 % | 138.108.080 $ | +6.966.289 $ | +5,3 % | 131.141.791 $ | +8.829.868 $ | +7,2 % | 122.311.923 $ | -2.050.116 $ | -1,6 % |
| Cornerstone Advisory, LLC | 175.259.506 $ | +7.241.088 $ | +4,3 % | 168.018.418 $ | +69.317 $ | +0,0 % | 167.949.101 $ | -2.800.455 $ | -1,6 % | 170.749.556 $ | +8.130.532 $ | +5,0 % |
| Mill Creek Capital Advisors, LLC | 174.964.341 $ | +14.126.730 $ | +8,8 % | 160.837.611 $ | +4.076.106 $ | +2,6 % | 156.761.505 $ | +20.309.627 $ | +14,9 % | |||
| Kestra Investment Management, LLC | 137.847.962 $ | -18.172.793 $ | -11,6 % | 156.020.755 $ | +54.012.250 $ | +52,9 % | 102.008.505 $ | -72.916.483 $ | -41,7 % | 174.924.988 $ | -100.141.605 $ | -36,4 % |
| CAPITAL ADVISORS INC/OK | 106.489.381 $ | -68.107.039 $ | -39,0 % | 174.596.420 $ | +26.626.809 $ | +18,0 % | 147.969.611 $ | +4.194.923 $ | +2,9 % | 143.774.688 $ | +14.221.168 $ | +11,0 % |
| Nuveen, LLC | 173.162.470 $ | +20.293.905 $ | +13,3 % | 152.868.565 $ | +9.468.984 $ | +6,6 % | 143.399.581 $ | -12.096.932 $ | -7,8 % | 155.496.513 $ | +10.670.956 $ | +7,4 % |
| WCG Wealth Advisors LLC | 168.660.341 $ | +6.656.874 $ | +4,1 % | 162.003.467 $ | -10.738.755 $ | -6,2 % | 172.742.222 $ | +95.599.679 $ | +123,9 % | 77.142.543 $ | -6.605.741 $ | -7,9 % |
| Connecticut Wealth Management, LLC | 170.653.164 $ | +27.652.488 $ | +19,3 % | 143.000.676 $ | +92.460.241 $ | +182,9 % | 50.540.435 $ | +3.567.527 $ | +7,6 % | 46.972.908 $ | -244.880 $ | -0,5 % |
| BROWN ADVISORY INC | 168.816.769 $ | +52.501.454 $ | +45,1 % | 116.315.315 $ | +21.503.146 $ | +22,7 % | 94.812.169 $ | +1.855.958 $ | +2,0 % | 92.956.211 $ | +17.928.965 $ | +23,9 % |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 6.007.109 $ | +1.311.875 $ | +27,9 % | 4.695.234 $ | -118.082.263 $ | -96,2 % | 122.777.497 $ | -44.399.494 $ | -26,6 % | 167.176.991 $ | -225.074.391 $ | -57,4 % |
| Western Wealth Management, LLC | 167.174.719 $ | +17.925.302 $ | +12,0 % | 149.249.417 $ | +24.644.560 $ | +19,8 % | 124.604.857 $ | +15.449.069 $ | +14,2 % | 109.155.788 $ | +10.032.329 $ | +10,1 % |
| Gotham Asset Management, LLC | 166.853.592 $ | +39.807.220 $ | +31,3 % | 127.046.372 $ | +21.806.192 $ | +20,7 % | 105.240.180 $ | +15.124.730 $ | +16,8 % | |||
| Advisory Services Network, LLC | 166.061.754 $ | +26.577.805 $ | +19,1 % | 139.483.949 $ | +24.004.943 $ | +20,8 % | 115.479.006 $ | +5.328.156 $ | +4,8 % | 110.150.850 $ | +10.045.775 $ | +10,0 % |
| TWO SIGMA INVESTMENTS, LP | 68.024.006 $ | -77.315.723 $ | -53,2 % | 145.339.729 $ | +89.099.739 $ | +158,4 % | 56.239.990 $ | -108.310.305 $ | -65,8 % | 164.550.295 $ | +25.900.718 $ | +18,7 % |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 164.240.000 $ | +25.677.000 $ | +18,5 % | 138.563.000 $ | +3.827.000 $ | +2,8 % | 134.736.000 $ | +20.582.000 $ | +18,0 % | 114.154.000 $ | +9.142.000 $ | +8,7 % |
| FIRST FOUNDATION ADVISORS | 164.169.061 $ | +15.594.976 $ | +10,5 % | 148.574.085 $ | +13.991.080 $ | +10,4 % | 134.583.005 $ | +3.908.990 $ | +3,0 % | 130.674.015 $ | +9.257.361 $ | +7,6 % |
| OneDigital Investment Advisors LLC | 163.566.059 $ | +17.405.646 $ | +11,9 % | 146.160.413 $ | +20.213.576 $ | +16,0 % | 125.946.837 $ | +10.379.393 $ | +9,0 % | 115.567.444 $ | +6.420.828 $ | +5,9 % |
| TD PRIVATE CLIENT WEALTH LLC | 162.792.991 $ | +51.197.183 $ | +45,9 % | 111.595.808 $ | ||||||||
| Quotient Wealth Partners, LLC | 162.590.615 $ | +26.134.135 $ | +19,2 % | 136.456.480 $ | -3.478.573 $ | -2,5 % | 139.935.053 $ | -678.124 $ | -0,5 % | 140.613.177 $ | +12.438.937 $ | +9,7 % |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 161.324.784 $ | +15.937.104 $ | +11,0 % | 145.387.680 $ | +786.774 $ | +0,5 % | 144.600.906 $ | +3.531.169 $ | +2,5 % | 141.069.737 $ | +4.760.503 $ | +3,5 % |
| Aprio Wealth Management, LLC | 160.587.955 $ | +5.715.055 $ | +3,7 % | 154.872.900 $ | +10.561.609 $ | +7,3 % | 144.311.291 $ | +81.285.309 $ | +129,0 % | 63.025.982 $ | +6.860.745 $ | +12,2 % |
| Performance Wealth Partners, LLC | 160.407.054 $ | +120.700.369 $ | +304,0 % | 39.706.685 $ | -640.431 $ | -1,6 % | 40.347.116 $ | +2.446.669 $ | +6,5 % | 37.900.447 $ | +13.672.264 $ | +56,4 % |
| FLAGSHIP HARBOR ADVISORS, LLC | 158.624.903 $ | +33.047.604 $ | +26,3 % | 125.577.299 $ | +18.449.764 $ | +17,2 % | 107.127.535 $ | +6.839.910 $ | +6,8 % | 100.287.625 $ | +4.123.958 $ | +4,3 % |
| Sigma Planning Corp | 157.076.496 $ | +15.005.533 $ | +10,6 % | 142.070.963 $ | +4.649.711 $ | +3,4 % | 137.421.252 $ | -849.466 $ | -0,6 % | 138.270.718 $ | +1.252.290 $ | +0,9 % |
| Vestcor Inc | 156.866.000 $ | +67.459.000 $ | +75,5 % | 89.407.000 $ | +52.178.000 $ | +140,2 % | 37.229.000 $ | |||||
| 3EDGE Asset Management, LP | 4.072.339 $ | +649.592 $ | +19,0 % | 3.422.747 $ | -153.354.505 $ | -97,8 % | 156.777.252 $ | +1.155.783 $ | +0,7 % | 155.621.469 $ | +15.740.199 $ | +11,3 % |
| ELEVATION POINT WEALTH PARTNERS, LLC | 110.341.681 $ | -46.418.730 $ | -29,6 % | 156.760.411 $ | +117.029.634 $ | +294,6 % | 39.730.777 $ | +44.214 $ | +0,1 % | 39.686.563 $ | +1.122.753 $ | +2,9 % |
| STEPHENS INC /AR/ | 156.699.691 $ | +13.932.793 $ | +9,8 % | 142.766.898 $ | +8.078.041 $ | +6,0 % | 134.688.857 $ | +4.292.854 $ | +3,3 % | 130.396.003 $ | +8.438.268 $ | +6,9 % |
| Pinnacle Financial Partners, Inc. | 156.292.009 $ | +789.562 $ | +0,5 % | 155.502.447 $ | +10.500.141 $ | +7,2 % | 145.002.306 $ | |||||
| J.W. COLE ADVISORS, INC. | 152.938.657 $ | +20.681.164 $ | +15,6 % | 132.257.493 $ | +7.524.066 $ | +6,0 % | 124.733.427 $ | -12.550.239 $ | -9,1 % | 137.283.666 $ | +2.909.370 $ | +2,2 % |
| Alpine Bank Wealth Management | 121.453.454 $ | -7.570.073 $ | -5,9 % | 129.023.527 $ | -19.780.552 $ | -13,3 % | 148.804.079 $ | -1.027.957 $ | -0,7 % | 149.832.036 $ | -3.592.773 $ | -2,3 % |
| Gateway Wealth Partners, LLC | 105.135.364 $ | -44.250.324 $ | -29,6 % | 149.385.688 $ | +89.332.545 $ | +148,8 % | 60.053.143 $ | +13.913.646 $ | +30,2 % | 46.139.497 $ | +10.725.251 $ | +30,3 % |
| JB Capital LLC | 102.426.350 $ | -28.122.172 $ | -21,5 % | 130.548.522 $ | -18.651.354 $ | -12,5 % | 149.199.876 $ | +34.200.219 $ | +29,7 % | 114.999.657 $ | +24.473.464 $ | +27,0 % |
| Resonant Capital Advisors, LLC | 148.183.861 $ | +11.055.532 $ | +8,1 % | 137.128.329 $ | -4.863.350 $ | -3,4 % | 141.991.679 $ | +15.604.516 $ | +12,3 % | 126.387.163 $ | +11.635.165 $ | +10,1 % |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 148.028.582 $ | +17.230.121 $ | +13,2 % | 130.798.461 $ | +83.816.013 $ | +178,4 % | 46.982.448 $ | -3.264.454 $ | -6,5 % | 50.246.902 $ | +5.542.611 $ | +12,4 % |
| World Investment Advisors | 147.877.179 $ | +9.811.396 $ | +7,1 % | 138.065.783 $ | +32.424.740 $ | +30,7 % | 105.641.043 $ | +16.505.809 $ | +18,5 % | |||
| RFG Advisory, LLC | 118.577.993 $ | -27.989.753 $ | -19,1 % | 146.567.746 $ | +27.526.441 $ | +23,1 % | 119.041.305 $ | +3.699.729 $ | +3,2 % | 115.341.576 $ | +21.799.853 $ | +23,3 % |
| Meeder Advisory Services, Inc. | 146.557.022 $ | +20.126.412 $ | +15,9 % | 126.430.610 $ | +9.258.061 $ | +7,9 % | 117.172.549 $ | +8.133.810 $ | +7,5 % | 109.038.739 $ | +12.930.902 $ | +13,5 % |
| Magnus Financial Group LLC | 145.826.036 $ | +17.970.139 $ | +14,1 % | 127.855.897 $ | +3.986.087 $ | +3,2 % | 123.869.810 $ | +2.930.178 $ | +2,4 % | 120.939.632 $ | +1.705.933 $ | +1,4 % |
| Advisory Alpha, LLC | 144.836.381 $ | +10.163.967 $ | +7,5 % | 134.672.414 $ | +11.738.511 $ | +9,5 % | 122.933.903 $ | -3.356.441 $ | -2,7 % | 126.290.344 $ | +11.675.537 $ | +10,2 % |
| Members Trust Co | 127.085.636 $ | +18.956.555 $ | +17,5 % | 108.129.081 $ | -34.928.841 $ | -24,4 % | 143.057.922 $ | +327.315 $ | +0,2 % | 142.730.607 $ | +12.129.700 $ | +9,3 % |
| Kensington Asset Management, LLC | 143.001.060 $ | +39.131.294 $ | +37,7 % | 103.869.766 $ | +33.738.101 $ | +48,1 % | 70.131.665 $ | +9.403.992 $ | +15,5 % | 60.727.673 $ | +53.044.518 $ | +690,4 % |
| Financiere des Professionnels - Fonds d'investissement inc. | 142.058.008 $ | +16.407.010 $ | +13,1 % | 125.650.998 $ | +10.614.185 $ | +9,2 % | 115.036.813 $ | +6.245.873 $ | +5,7 % | 108.790.940 $ | +9.720.550 $ | +9,8 % |
| IFP Advisors, Inc | 141.794.565 $ | +4.352.337 $ | +3,2 % | 137.442.228 $ | +14.390.641 $ | +11,7 % | 123.051.587 $ | +620.681 $ | +0,5 % | 122.430.906 $ | +14.616.140 $ | +13,6 % |
| Robertson Stephens Wealth Management, LLC | 141.116.637 $ | +15.533.853 $ | +12,4 % | 125.582.784 $ | +23.739.892 $ | +23,3 % | 101.842.892 $ | +4.794.133 $ | +4,9 % | 97.048.759 $ | +9.078.815 $ | +10,3 % |
| Perennial Investment Advisors, LLC | 140.509.929 $ | +5.574.301 $ | +4,1 % | 134.935.628 $ | +7.992.903 $ | +6,3 % | 126.942.725 $ | +29.692.604 $ | +30,5 % | |||
| CHOREO, LLC | 139.705.848 $ | +16.237.795 $ | +13,2 % | 123.468.053 $ | +12.818.416 $ | +11,6 % | 110.649.637 $ | +4.494.374 $ | +4,2 % | 106.155.263 $ | +15.415.355 $ | +17,0 % |
| Bridgewater Advisors Inc. | 138.416.048 $ | +9.302.695 $ | +7,2 % | 129.113.353 $ | -1.111.994 $ | -0,9 % | 130.225.347 $ | +5.003.816 $ | +4,0 % | 125.221.531 $ | -4.156.558 $ | -3,2 % |
| Ancora Advisors LLC | 132.993.149 $ | -5.199.051 $ | -3,8 % | 138.192.200 $ | +7.105.480 $ | +5,4 % | 131.086.720 $ | +17.702.605 $ | +15,6 % | 113.384.115 $ | +7.599.649 $ | +7,2 % |
| Dynamic Advisor Solutions LLC | 138.103.209 $ | +17.922.692 $ | +14,9 % | 120.180.517 $ | +5.573.492 $ | +4,9 % | 114.607.025 $ | -769.574 $ | -0,7 % | 115.376.599 $ | +4.884.022 $ | +4,4 % |
| EXCHANGE TRADED CONCEPTS, LLC | 137.373.591 $ | +32.137.575 $ | +30,5 % | 105.236.016 $ | +1.837.533 $ | +1,8 % | 103.398.483 $ | -4.178.057 $ | -3,9 % | 107.576.540 $ | +45.828.823 $ | +74,2 % |
| AQR CAPITAL MANAGEMENT LLC | 137.090.580 $ | +60.160.374 $ | +78,2 % | 76.930.206 $ | +22.816.937 $ | +42,2 % | 54.113.269 $ | +7.312.381 $ | +15,6 % | 46.800.888 $ | +14.960.115 $ | +47,0 % |
| Focus Partners Advisor Solutions, LLC | 136.183.391 $ | +14.599.295 $ | +12,0 % | 121.584.096 $ | +34.735.279 $ | +40,0 % | 86.848.817 $ | -28.306.862 $ | -24,6 % | 115.155.679 $ | +33.362.914 $ | +40,8 % |
| QUADRANT CAPITAL GROUP LLC | 135.583.438 $ | +20.222.454 $ | +17,5 % | 115.360.984 $ | +13.687.726 $ | +13,5 % | 101.673.258 $ | -6.758.020 $ | -6,2 % | |||
| National Pension Service | 135.451.112 $ | +12.155.515 $ | +9,9 % | 123.295.597 $ | -939.289 $ | -0,8 % | 124.234.886 $ | +2.790.243 $ | +2,3 % | 121.444.643 $ | +4.364.935 $ | +3,7 % |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 90.381.666 $ | +81.716.716 $ | +943,1 % | 8.664.950 $ | +3.466.689 $ | +66,7 % | 5.198.261 $ | -130.066.708 $ | -96,2 % | 135.264.969 $ | +6.375.182 $ | +4,9 % |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 71.102.566 $ | -63.782.635 $ | -47,3 % | 134.885.201 $ | +4.892.611 $ | +3,8 % | 129.992.590 $ | +4.677.483 $ | +3,7 % | 125.315.107 $ | +11.196.996 $ | +9,8 % |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 132.459.170 $ | +60.582.725 $ | +84,3 % | 71.876.445 $ | +4.400.699 $ | +6,5 % | 67.475.746 $ | +355.804 $ | +0,5 % | 67.119.942 $ | +8.445.419 $ | +14,4 % |
| Atlantic Union Bankshares Corp | 132.427.496 $ | +15.911.804 $ | +13,7 % | 116.515.692 $ | +17.260.000 $ | +17,4 % | 99.255.692 $ | +5.894.543 $ | +6,3 % | 93.361.149 $ | +3.569.332 $ | +4,0 % |
| NATIXIS ADVISORS, LLC | 132.240.000 $ | +58.628.000 $ | +79,6 % | 73.612.000 $ | +28.022.000 $ | +61,5 % | 45.590.000 $ | +21.769.000 $ | +91,4 % | 23.821.000 $ | +9.724.000 $ | +69,0 % |
| LVZ, Inc. | 130.563.746 $ | +14.459.495 $ | +12,5 % | 116.104.251 $ | -2.914.173 $ | -2,4 % | 119.018.424 $ | +654.727 $ | +0,6 % | 118.363.697 $ | +10.454.654 $ | +9,7 % |
| LEVEL FOUR ADVISORY SERVICES, LLC | 130.295.752 $ | +20.344.853 $ | +18,5 % | 109.950.899 $ | -1.649.089 $ | -1,5 % | 111.599.988 $ | +15.476.594 $ | +16,1 % | 96.123.394 $ | +21.059.836 $ | +28,1 % |
| Ausdal Financial Partners, Inc. | 130.226.058 $ | +16.264.396 $ | +14,3 % | 113.961.662 $ | +6.223.237 $ | +5,8 % | 107.738.425 $ | +9.667.714 $ | +9,9 % | 98.070.711 $ | +24.643.643 $ | +33,6 % |
| SigFig Wealth Management, LLC | 128.318.031 $ | +12.171.567 $ | +10,5 % | 116.146.464 $ | +5.629.294 $ | +5,1 % | 110.517.170 $ | -2.263.291 $ | -2,0 % | 112.780.461 $ | +462.762 $ | +0,4 % |
| Glenview Trust Co | 127.782.041 $ | +2.155.142 $ | +1,7 % | 125.626.899 $ | +14.258.298 $ | +12,8 % | 111.368.601 $ | -1.976.059 $ | -1,7 % | 113.344.660 $ | +523.038 $ | +0,5 % |
| Clark Capital Management Group, Inc. | 36.829.304 $ | -30.872.276 $ | -45,6 % | 67.701.580 $ | +38.173.040 $ | +129,3 % | 29.528.540 $ | -98.199.358 $ | -76,9 % | 127.727.898 $ | -143.883.496 $ | -53,0 % |
| New York University | 127.549.411 $ | |||||||||||
| INTEGRITY ALLIANCE, LLC. | 127.548.532 $ | +21.580.055 $ | +20,4 % | 105.968.477 $ | -1.833.904 $ | -1,7 % | 107.802.381 $ | +28.712.810 $ | +36,3 % | 79.089.571 $ | +16.417.688 $ | +26,2 % |
| Family Investment Center, Inc. | 127.014.227 $ | +19.207.370 $ | +17,8 % | 107.806.857 $ | -6.464.632 $ | -5,7 % | 114.271.489 $ | +1.708.276 $ | +1,5 % | 112.563.213 $ | +6.346.711 $ | +6,0 % |
| MCF Advisors LLC | 126.985.187 $ | +29.592.492 $ | +30,4 % | 97.392.695 $ | +15.319.543 $ | +18,7 % | 82.073.152 $ | +1.341.288 $ | +1,7 % | 80.731.864 $ | +4.695.127 $ | +6,2 % |
| DAVENPORT & Co LLC | 126.698.036 $ | +24.294.151 $ | +23,7 % | 102.403.885 $ | +6.731.031 $ | +7,0 % | 95.672.854 $ | +9.524.791 $ | +11,1 % | 86.148.063 $ | +5.229.377 $ | +6,5 % |
| LINCOLN NATIONAL CORP | 126.000.965 $ | +11.832.840 $ | +10,4 % | 114.168.125 $ | +42.301.005 $ | +58,9 % | 71.867.120 $ | -41.157.071 $ | -36,4 % | 113.024.191 $ | +3.190.121 $ | +2,9 % |
| AlTi Global, Inc. | 125.747.154 $ | -91.203 $ | -0,1 % | 125.838.357 $ | +15.409.098 $ | +14,0 % | 110.429.259 $ | -1.361.622 $ | -1,2 % | 111.790.881 $ | -682.171 $ | -0,6 % |
| CreativeOne Wealth, LLC | 125.635.395 $ | +18.072.812 $ | +16,8 % | 107.562.583 $ | +7.625.840 $ | +7,6 % | 99.936.743 $ | +8.344.734 $ | +9,1 % | 91.592.009 $ | +10.982.374 $ | +13,6 % |
| Elo Mutual Pension Insurance Co | 63.024.672 $ | +60.806.622 $ | +2.741,4 % | 2.218.050 $ | -123.288.412 $ | -98,2 % | 125.506.462 $ | +2.427.230 $ | +2,0 % | 123.079.232 $ | +10.997.219 $ | +9,8 % |
| IFG Advisory, LLC | 810.750 $ | -123.343.965 $ | -99,3 % | 124.154.715 $ | +1.130.222 $ | +0,9 % | 123.024.493 $ | +3.963.576 $ | +3,3 % | |||
| VestGen Advisors, LLC | 113.583.185 $ | +1.415.204 $ | +1,3 % | 112.167.981 $ | +3.785.350 $ | +3,5 % | 108.382.631 $ | -15.739.739 $ | -12,7 % | 124.122.370 $ | +9.115.119 $ | +7,9 % |
| CARY STREET PARTNERS FINANCIAL LLC | 111.558.354 $ | -4.233.112 $ | -3,7 % | 115.791.466 $ | +1.067.609 $ | +0,9 % | 114.723.857 $ | -9.278.754 $ | -7,5 % | 124.002.611 $ | +12.700.146 $ | +11,4 % |
| Financial Security Advisor, Inc. | 51.726.331 $ | +3.645.063 $ | +7,6 % | 48.081.268 $ | -74.312.033 $ | -60,7 % | 122.393.301 $ | -913.667 $ | -0,7 % | 123.306.968 $ | +8.584.732 $ | +7,5 % |
| Cornerstone Management, Inc. | 123.145.233 $ | +11.021.404 $ | +9,8 % | 112.123.829 $ | +6.965.678 $ | +6,6 % | 105.158.151 $ | +2.313.956 $ | +2,2 % | 102.844.195 $ | +9.059.465 $ | +9,7 % |
| BROWN BROTHERS HARRIMAN & CO | 122.525.680 $ | +71.695.068 $ | +141,0 % | 50.830.612 $ | +27.915.755 $ | +121,8 % | 22.914.857 $ | +3.658.471 $ | +19,0 % | 19.256.386 $ | +1.693.128 $ | +9,6 % |
| RVW Wealth, LLC | 122.362.173 $ | +22.443.844 $ | +22,5 % | 99.918.329 $ | +5.028.338 $ | +5,3 % | 94.889.991 $ | +878.867 $ | +0,9 % | 94.011.124 $ | +13.013.679 $ | +16,1 % |
| Spire Wealth Management | 93.485.681 $ | +9.918.193 $ | +11,9 % | 83.567.488 $ | +1.357.698 $ | +1,7 % | 82.209.790 $ | -39.908.571 $ | -32,7 % | 122.118.361 $ | -34.029.016 $ | -21,8 % |
| PLANNING ALTERNATIVES LTD /ADV | 121.809.653 $ | +37.942.867 $ | +45,2 % | 83.866.786 $ | +11.185.481 $ | +15,4 % | 72.681.305 $ | -297.686 $ | -0,4 % | 72.978.991 $ | +5.867.050 $ | +8,7 % |
| BELLEVUE ASSET MANAGEMENT, LLC | 28.311.511 $ | +2.897.285 $ | +11,4 % | 25.414.226 $ | -95.562.687 $ | -79,0 % | 120.976.913 $ | +92.880.726 $ | +330,6 % | 28.096.187 $ | -1.061.077 $ | -3,6 % |
| SYNOVUS FINANCIAL CORP | 120.457.455 $ | +10.498.610 $ | +9,5 % | |||||||||
| HighPoint Advisor Group LLC | 120.363.349 $ | +9.329.790 $ | +8,4 % | 111.033.559 $ | +2.249.217 $ | +2,1 % | 108.784.342 $ | |||||
| Clearstead Advisors, LLC | 120.333.717 $ | +11.871.838 $ | +10,9 % | 108.461.879 $ | +10.437.557 $ | +10,6 % | 98.024.322 $ | -7.079.228 $ | -6,7 % | 105.103.550 $ | +742.969 $ | +0,7 % |
| Passaic Partners LLC | 109.645.864 $ | +31.323.589 $ | +40,0 % | 78.322.275 $ | -40.969.429 $ | -34,3 % | 119.291.704 $ | +43.193.656 $ | +56,8 % | 76.098.048 $ | +2.897.466 $ | +4,0 % |
| SIGNATUREFD, LLC | 116.997.410 $ | +3.540.456 $ | +3,1 % | 113.456.954 $ | +29.446.800 $ | +35,1 % | 84.010.154 $ | -981.333 $ | -1,2 % | 84.991.487 $ | +7.987.109 $ | +10,4 % |
| Savvy Advisors, Inc. | 116.479.291 $ | +35.362.225 $ | +43,6 % | 81.117.066 $ | +14.480.337 $ | +21,7 % | 66.636.729 $ | +32.568.807 $ | +95,6 % | 34.067.922 $ | +8.803.652 $ | +34,8 % |
| N.E.W. Advisory Services LLC | 115.982.687 $ | +12.217.361 $ | +11,8 % | 103.765.326 $ | -8.195.835 $ | -7,3 % | 111.961.161 $ | +31.180.965 $ | +38,6 % | 80.780.196 $ | +4.636.779 $ | +6,1 % |
| AdvisorNet Financial, Inc | 115.887.279 $ | +4.884.976 $ | +4,4 % | 111.002.303 $ | -549.437 $ | -0,5 % | 111.551.740 $ | +7.275.371 $ | +7,0 % | 104.276.369 $ | +12.456.337 $ | +13,6 % |
| Modera Wealth Management, LLC | 114.608.361 $ | +16.683.316 $ | +17,0 % | 97.925.045 $ | +926.580 $ | +1,0 % | 96.998.465 $ | -2.987.658 $ | -3,0 % | 99.986.123 $ | +8.143.069 $ | +8,9 % |
| JSF Financial, LLC | 113.820.702 $ | +29.007.548 $ | +34,2 % | 84.813.154 $ | +14.373.696 $ | +20,4 % | 70.439.458 $ | +22.373.341 $ | +46,5 % | 48.066.117 $ | +2.431.736 $ | +5,3 % |
| Perigon Wealth Management, LLC | 113.428.010 $ | +17.169.850 $ | +17,8 % | 96.258.160 $ | ||||||||
| Composition Wealth, LLC | 69.792.706 $ | +2.347.955 $ | +3,5 % | 67.444.751 $ | -45.958.295 $ | -40,5 % | 113.403.046 $ | +5.345.327 $ | +4,9 % | 108.057.719 $ | +19.709.556 $ | +22,3 % |
| FAS Wealth Partners, Inc. | 113.360.988 $ | +9.538.045 $ | +9,2 % | 103.822.943 $ | -2.224.368 $ | -2,1 % | 106.047.311 $ | +2.118.489 $ | +2,0 % | 103.928.822 $ | +5.784.564 $ | +5,9 % |
| Focus Financial Network, Inc. | 112.780.857 $ | +15.777.609 $ | +16,3 % | 97.003.248 $ | -2.401.803 $ | -2,4 % | 99.405.051 $ | +1.296.412 $ | +1,3 % | 98.108.639 $ | +5.979.233 $ | +6,5 % |
| HUB Investment Partners, LLC | 112.670.865 $ | +3.667.501 $ | +3,4 % | 109.003.364 $ | +35.996.171 $ | +49,3 % | 73.007.193 $ | -9.272.332 $ | -11,3 % | 82.279.525 $ | +18.179.221 $ | +28,4 % |
| DV EQUITIES, LLC | 111.656.474 $ | |||||||||||
| WELLINGTON MANAGEMENT GROUP LLP | 36.674.262 $ | +3.182.754 $ | +9,5 % | 33.491.508 $ | +7.737.508 $ | +30,0 % | 25.754.000 $ | -85.554.407 $ | -76,9 % | 111.308.407 $ | +90.336.625 $ | +430,8 % |
| J. Safra Sarasin Holding AG | 111.152.962 $ | +357.946 $ | +0,3 % | 110.795.016 $ | +6.768.234 $ | +6,5 % | 104.026.782 $ | +5.759.376 $ | +5,9 % | 98.267.406 $ | +15.539.642 $ | +18,8 % |
| Parkside Investments, LLC | 110.808.891 $ | +19.181.118 $ | +20,9 % | 91.627.773 $ | +14.465.961 $ | +18,7 % | 77.161.812 $ | +3.043.892 $ | +4,1 % | 74.117.920 $ | +6.131.006 $ | +9,0 % |
| Avidian Wealth Enterprises, LLC | 110.461.084 $ | +11.201.408 $ | +11,3 % | 99.259.676 $ | +12.499.586 $ | +14,4 % | 86.760.090 $ | +8.333.273 $ | +10,6 % | 78.426.817 $ | -3.591.511 $ | -4,4 % |
| Retirement Investment Advisors, Inc. | 108.572.548 $ | +15.503.164 $ | +16,7 % | 93.069.384 $ | +125.231 $ | +0,1 % | 92.944.153 $ | +2.407.252 $ | +2,7 % | 90.536.901 $ | +9.405.456 $ | +11,6 % |
| Hilton Capital Management, LLC | 106.969.818 $ | +24.466.728 $ | +29,7 % | 82.503.090 $ | +9.547.138 $ | +13,1 % | 72.955.952 $ | -27.554.167 $ | -27,4 % | 100.510.119 $ | -3.498.817 $ | -3,4 % |
| Per Stirling Capital Management, LLC. | 106.795.055 $ | +16.421.382 $ | +18,2 % | 90.373.673 $ | -2.774.853 $ | -3,0 % | 93.148.526 $ | +5.985.660 $ | +6,9 % | 87.162.866 $ | +29.019.209 $ | +49,9 % |
| COZAD ASSET MANAGEMENT INC | 101.878.056 $ | -4.627.854 $ | -4,3 % | 106.505.910 $ | +1.447.624 $ | +1,4 % | 105.058.286 $ | +4.345.680 $ | +4,3 % | 100.712.606 $ | +9.560.180 $ | +10,5 % |
| Bluespring Wealth Management, LLC | 106.324.461 $ | +103.621.436 $ | +3.833,5 % | 2.703.025 $ | +120.413 $ | +4,7 % | 2.582.612 $ | -13.444.882 $ | -83,9 % | 16.027.494 $ | -5.863.805 $ | -26,8 % |
| Madison Asset Management, LLC | 85.144.887 $ | -11.905.987 $ | -12,3 % | 97.050.874 $ | -5.727.556 $ | -5,6 % | 102.778.430 $ | -3.416.514 $ | -3,2 % | 106.194.944 $ | +5.918.721 $ | +5,9 % |
| Hobart Private Capital, LLC | 103.493.997 $ | -2.218.639 $ | -2,1 % | 105.712.636 $ | +8.503.513 $ | +8,7 % | 97.209.123 $ | +6.329.832 $ | +7,0 % | 90.879.291 $ | +3.986.736 $ | +4,6 % |
| First Heartland Consultants, Inc. | 105.401.568 $ | +24.819.149 $ | +30,8 % | 80.582.419 $ | +1.671.906 $ | +2,1 % | 78.910.513 $ | +3.085.417 $ | +4,1 % | 75.825.096 $ | +5.569.945 $ | +7,9 % |
| Chicago Partners Investment Group LLC | 104.909.650 $ | +5.375.479 $ | +5,4 % | 99.534.171 $ | +4.586.020 $ | +4,8 % | 94.948.151 $ | +7.500.374 $ | +8,6 % | 87.447.777 $ | +7.491.323 $ | +9,4 % |
| NEPC LLC | 15.208.513 $ | +2.403.250 $ | +18,8 % | 12.805.263 $ | +317.938 $ | +2,5 % | 12.487.325 $ | -92.411.632 $ | -88,1 % | 104.898.957 $ | +10.575.439 $ | +11,2 % |
| Alaska Permanent Capital Management, LLC | 104.473.139 $ | +9.562.947 $ | +10,1 % | 94.910.192 $ | +18.357.722 $ | +24,0 % | 76.552.470 $ | -1.336.662 $ | -1,7 % | 77.889.132 $ | +4.768.567 $ | +6,5 % |
| Baltimore-Washington Financial Advisors, Inc. | 103.948.452 $ | +88.206.242 $ | +560,3 % | 15.742.210 $ | +1.138.856 $ | +7,8 % | 14.603.354 $ | +1.723.511 $ | +13,4 % | 12.879.843 $ | +941.525 $ | +7,9 % |
| Redwood Investment Management, LLC | 103.871.000 $ | +29.709.000 $ | +40,1 % | 74.162.000 $ | -3.115.000 $ | -4,0 % | 77.277.000 $ | -825.000 $ | -1,1 % | 78.102.000 $ | +44.279.000 $ | +130,9 % |
| Nearwater Capital Markets, Ltd | 103.566.568 $ | |||||||||||
| REGIONS FINANCIAL CORP | 103.474.404 $ | +20.127.019 $ | +24,1 % | 83.347.385 $ | +7.056.074 $ | +9,2 % | 76.291.311 $ | -2.216.289 $ | -2,8 % | 78.507.600 $ | +14.049.235 $ | +21,8 % |
| EverSource Wealth Advisors, LLC | 103.218.863 $ | +10.576.964 $ | +11,4 % | 92.641.899 $ | +4.977.785 $ | +5,7 % | 87.664.114 $ | +9.807.464 $ | +12,6 % | 77.856.650 $ | +10.198.291 $ | +15,1 % |
| Vontobel Holding Ltd. | 102.805.012 $ | +76.859.916 $ | +296,2 % | 25.945.096 $ | +1.451.786 $ | +5,9 % | 24.493.310 $ | +21.175.250 $ | +638,2 % | 3.318.060 $ | -40.987 $ | -1,2 % |
| MIDLAND WEALTH ADVISORS, LLC | 101.905.313 $ | +13.402.597 $ | +15,1 % | 88.502.716 $ | +20.775.416 $ | +30,7 % | 67.727.300 $ | +3.076.427 $ | +4,8 % | 64.650.873 $ | +3.196.669 $ | +5,2 % |
| VICTORY CAPITAL MANAGEMENT INC | 78.816.047 $ | +26.825.234 $ | +51,6 % | 51.990.813 $ | -49.167.826 $ | -48,6 % | 101.158.639 $ | +40.462.140 $ | +66,7 % | 60.696.499 $ | +21.061.872 $ | +53,1 % |
| Acropolis Investment Management, LLC | 101.101.262 $ | +15.954.288 $ | +18,7 % | 85.146.974 $ | +1.598.649 $ | +1,9 % | 83.548.325 $ | +11.926.771 $ | +16,7 % | 71.621.554 $ | +3.908.795 $ | +5,8 % |
| Private Wealth Asset Management, LLC | 100.540.920 $ | +14.408.756 $ | +16,7 % | 86.132.164 $ | +21.357.505 $ | +33,0 % | ||||||
| Qube Research & Technologies Ltd | 71.576.706 $ | +732.207 $ | +1,0 % | 70.844.499 $ | -14.658.809 $ | -17,1 % | 85.503.308 $ | -14.850.208 $ | -14,8 % | 100.353.516 $ | +41.795.366 $ | +71,4 % |
| KINGSWOOD WEALTH ADVISORS, LLC | 97.940.575 $ | +10.814.754 $ | +12,4 % | 87.125.821 $ | -13.204.748 $ | -13,2 % | 100.330.569 $ | +32.975.356 $ | +49,0 % | 67.355.213 $ | +16.862.024 $ | +33,4 % |
| VOYA INVESTMENT MANAGEMENT LLC | 97.145.371 $ | +6.682.173 $ | +7,4 % | 90.463.198 $ | -9.513.854 $ | -9,5 % | 99.977.052 $ | +3.796.774 $ | +3,9 % | 96.180.278 $ | -1.293.388 $ | -1,3 % |
| ROVIN CAPITAL /UT/ /ADV | 52.181.000 $ | -47.719.000 $ | -47,8 % | 99.900.000 $ | +49.406.000 $ | +97,8 % | ||||||
| Koshinski Asset Management, Inc. | 99.761.641 $ | +15.470.481 $ | +18,4 % | 84.291.160 $ | +3.603.669 $ | +4,5 % | 80.687.491 $ | +5.904.406 $ | +7,9 % | 74.783.085 $ | +8.976.665 $ | +13,6 % |
| Heck Capital Advisors, LLC | 99.701.563 $ | +35.077.145 $ | +54,3 % | 64.624.418 $ | -10.968.378 $ | -14,5 % | 75.592.796 $ | +12.454.977 $ | +19,7 % | 63.137.819 $ | +11.272.705 $ | +21,7 % |
| COMMERCE BANK | 99.489.413 $ | +19.046.968 $ | +23,7 % | 80.442.445 $ | +12.974.907 $ | +19,2 % | 67.467.538 $ | +4.329.730 $ | +6,9 % | 63.137.808 $ | +5.335.646 $ | +9,2 % |
| CKW FINANCIAL GROUP | 99.056.000 $ | +12.444.000 $ | +14,4 % | 86.612.000 $ | +3.453.000 $ | +4,2 % | 83.159.000 $ | +1.064.000 $ | +1,3 % | 82.095.000 $ | +40.420.000 $ | +97,0 % |
| Destination Wealth Management | 98.801.235 $ | +11.833.740 $ | +13,6 % | 86.967.495 $ | +1.469.626 $ | +1,7 % | 85.497.869 $ | +8.453.837 $ | +11,0 % | |||
| Allspring Global Investments Holdings, LLC | 98.480.858 $ | +16.793.160 $ | +20,6 % | 81.687.698 $ | -5.443.910 $ | -6,2 % | 87.131.608 $ | +10.564.331 $ | +13,8 % | 76.567.277 $ | +2.024.784 $ | +2,7 % |
| Hamilton Capital, LLC | 98.142.814 $ | +5.123.883 $ | +5,5 % | 93.018.931 $ | +4.863.895 $ | +5,5 % | 88.155.036 $ | +7.436.953 $ | +9,2 % | |||
| Capital Investment Advisory Services, LLC | 97.894.618 $ | +18.095.995 $ | +22,7 % | 79.798.623 $ | +677.310 $ | +0,9 % | 79.121.313 $ | +5.988.236 $ | +8,2 % | 73.133.077 $ | +5.320.876 $ | +7,8 % |
| DAYMARK WEALTH PARTNERS, LLC | 97.813.802 $ | +11.535.894 $ | +13,4 % | 86.277.908 $ | +138.705 $ | +0,2 % | 86.139.203 $ | +8.023.739 $ | +10,3 % | 78.115.464 $ | +12.122.285 $ | +18,4 % |
| Mutual Advisors, LLC | 97.393.933 $ | -322.094 $ | -0,3 % | 97.716.027 $ | +5.175.293 $ | +5,6 % | 92.540.734 $ | +11.873.765 $ | +14,7 % | |||
| Wharton Business Group, LLC | 97.693.338 $ | +10.332.663 $ | +11,8 % | 87.360.675 $ | +1.991.533 $ | +2,3 % | 85.369.142 $ | +539.238 $ | +0,6 % | 84.829.904 $ | +7.530.904 $ | +9,7 % |
| WHITTIER TRUST CO | 97.680.217 $ | +21.639.268 $ | +28,5 % | 76.040.949 $ | +10.286.361 $ | +15,6 % | 65.754.588 $ | +5.156.066 $ | +8,5 % | 60.598.522 $ | +8.551.875 $ | +16,4 % |
| Alvarez & Marsal Private Wealth Partners, LLC | 97.484.729 $ | +16.472.785 $ | +20,3 % | 81.011.944 $ | +22.612.679 $ | +38,7 % | 58.399.265 $ | |||||
| WHITTIER TRUST CO OF NEVADA INC | 96.831.949 $ | +12.382.630 $ | +14,7 % | 84.449.319 $ | +3.710.838 $ | +4,6 % | 80.738.481 $ | +3.858.834 $ | +5,0 % | 76.879.647 $ | +13.200.743 $ | +20,7 % |
| Kovack Advisors, Inc. | 89.645.074 $ | +17.256.561 $ | +23,8 % | 72.388.513 $ | -24.393.491 $ | -25,2 % | 96.782.004 $ | +37.676.951 $ | +63,7 % | 59.105.053 $ | +14.904.029 $ | +33,7 % |
| Fund Evaluation Group, LLC | 96.367.167 $ | +38.656.831 $ | +67,0 % | 57.710.336 $ | +1.331.517 $ | +2,4 % | 56.378.819 $ | -3.636.304 $ | -6,1 % | 60.015.123 $ | +23.523.839 $ | +64,5 % |
| WADDELL & ASSOCIATES, LLC | 89.190.825 $ | -6.465.369 $ | -6,8 % | 95.656.194 $ | ||||||||
| Ashton Thomas Private Wealth, LLC | 95.359.263 $ | +14.797.308 $ | +18,4 % | 80.561.955 $ | +7.078.888 $ | +9,6 % | 73.483.067 $ | +4.736.812 $ | +6,9 % | 68.746.255 $ | +16.617.621 $ | +31,9 % |
| Stratos Wealth Advisors, LLC | 95.020.725 $ | +7.349.769 $ | +8,4 % | 87.670.956 $ | +9.934.118 $ | +12,8 % | 77.736.838 $ | -4.440.298 $ | -5,4 % | 82.177.136 $ | +10.157.293 $ | +14,1 % |
| Strategic Blueprint, LLC | 79.039.780 $ | +4.179.957 $ | +5,6 % | 74.859.823 $ | -4.924.374 $ | -6,2 % | 79.784.197 $ | -15.225.497 $ | -16,0 % | 95.009.694 $ | +16.299.657 $ | +20,7 % |
| Horizon Advisory Services, Inc. | 94.462.435 $ | +28.693.738 $ | +43,6 % | 65.768.697 $ | -1.323.247 $ | -2,0 % | 67.091.944 $ | +823.699 $ | +1,2 % | 66.268.245 $ | +2.943.128 $ | +4,6 % |
| Traynor Capital Management, Inc. | 94.260.641 $ | +17.930.360 $ | +23,5 % | 76.330.281 $ | +3.241.868 $ | +4,4 % | 73.088.413 $ | +10.395.643 $ | +16,6 % | 62.692.770 $ | +11.003.256 $ | +21,3 % |
| GREENWOOD GEARHART LLC | 94.234.295 $ | +4.952.853 $ | +5,5 % | 89.281.442 $ | +7.507.524 $ | +9,2 % | 81.773.918 $ | +9.169.498 $ | +12,6 % | 72.604.420 $ | +4.371.619 $ | +6,4 % |
| StoneX Group Inc. | 67.461.548 $ | +8.328.590 $ | +14,1 % | 59.132.958 $ | -27.654.812 $ | -31,9 % | 86.787.770 $ | -7.031.246 $ | -7,5 % | 93.819.016 $ | +1.553.126 $ | +1,7 % |
| Bridgewater Associates, LP | 93.670.344 $ | +8.191.577 $ | +9,6 % | 85.478.767 $ | +8.945.581 $ | +11,7 % | 76.533.186 $ | -954.980.853 $ | -92,6 % | |||
| Howard Capital Management, LLC | 93.648.748 $ | +14.084.078 $ | +17,7 % | 79.564.670 $ | +35.998.859 $ | +82,6 % | 43.565.811 $ | +16.423.117 $ | +60,5 % | 27.142.694 $ | -14.569.300 $ | -34,9 % |
| Rock Creek Group LLC | 93.214.106 $ | +345.005 $ | +0,4 % | 92.869.101 $ | +4.109.526 $ | +4,6 % | 88.759.575 $ | +2.568.389 $ | +3,0 % | 86.191.186 $ | +9.760.312 $ | +12,8 % |
| PEAPACK GLADSTONE FINANCIAL CORP | 92.958.000 $ | +23.048.000 $ | +33,0 % | 69.910.000 $ | +8.361.000 $ | +13,6 % | 61.549.000 $ | +5.824.000 $ | +10,5 % | 55.725.000 $ | +7.070.000 $ | +14,5 % |
| Financial Management Professionals, Inc. | 89.534.550 $ | -2.349.814 $ | -2,6 % | 91.884.364 $ | +2.598.852 $ | +2,9 % | 89.285.512 $ | +9.453.673 $ | +11,8 % | 79.831.839 $ | +6.225.841 $ | +8,5 % |
| KWB Wealth | 91.578.456 $ | +6.258.059 $ | +7,3 % | 85.320.397 $ | -2.341.299 $ | -2,7 % | 87.661.696 $ | -342.512 $ | -0,4 % | 88.004.208 $ | +18.636.836 $ | +26,9 % |
| National Philanthropic Trust | 91.533.066 $ | +7.829.378 $ | +9,4 % | 83.703.688 $ | +6.400.438 $ | +8,3 % | 77.303.250 $ | +23.165.468 $ | +42,8 % | 54.137.782 $ | +3.141.183 $ | +6,2 % |
| PINNACLE ASSOCIATES LTD | 91.517.486 $ | +9.732.346 $ | +11,9 % | 81.785.140 $ | +3.757.976 $ | +4,8 % | 78.027.164 $ | +3.784.409 $ | +5,1 % | 74.242.755 $ | +6.870.145 $ | +10,2 % |
| PSI Advisors, LLC | 90.892.405 $ | -549.928 $ | -0,6 % | 91.442.333 $ | +9.253.534 $ | +11,3 % | 82.188.799 $ | +3.258.079 $ | +4,1 % | 78.930.720 $ | +55.582.685 $ | +238,1 % |
| Cornerstone Wealth Management, LLC | 91.097.770 $ | +10.969.172 $ | +13,7 % | 80.128.598 $ | +5.621.218 $ | +7,5 % | 74.507.380 $ | -9.171.934 $ | -11,0 % | 83.679.314 $ | +15.406.078 $ | +22,6 % |
| Scarborough Advisors, LLC | 67.735.488 $ | -9.718.345 $ | -12,5 % | 77.453.833 $ | -13.519.319 $ | -14,9 % | 90.973.152 $ | +6.971.294 $ | +8,3 % | 84.001.858 $ | +28.576.551 $ | +51,6 % |
| Snowden Capital Advisors LLC | 90.831.650 $ | +5.074.729 $ | +5,9 % | 85.756.921 $ | +6.140.216 $ | +7,7 % | 79.616.705 $ | +8.700.532 $ | +12,3 % | 70.916.173 $ | +78.600 $ | +0,1 % |
| Global Strategic Investment Solutions, LLC | 90.681.066 $ | +5.719.108 $ | +6,7 % | 84.961.958 $ | -1.567.073 $ | -1,8 % | 86.529.031 $ | +1.494.845 $ | +1,8 % | 85.034.186 $ | +5.574.895 $ | +7,0 % |
| SILVER OAK SECURITIES, INCORPORATED | 90.595.229 $ | +17.095.684 $ | +23,3 % | 73.499.545 $ | -5.348.950 $ | -6,8 % | 78.848.495 $ | +3.977.612 $ | +5,3 % | 74.870.883 $ | +6.081.532 $ | +8,8 % |
| Independence Asset Advisors, LLC | 90.323.979 $ | +14.858.663 $ | +19,7 % | 75.465.316 $ | +74.088.835 $ | +5.382,5 % | 1.376.481 $ | +279.146 $ | +25,4 % | 1.097.335 $ | +217.428 $ | +24,7 % |
| PFG Advisors | 47.616.944 $ | +3.651.200 $ | +8,3 % | 43.965.744 $ | -7.072.319 $ | -13,9 % | 51.038.063 $ | -38.975.681 $ | -43,3 % | 90.013.744 $ | +5.706.540 $ | +6,8 % |
| Klingman & Associates, LLC | 89.872.686 $ | +9.671.093 $ | +12,1 % | 80.201.593 $ | +9.512.604 $ | +13,5 % | 70.688.989 $ | +4.411.494 $ | +6,7 % | 66.277.495 $ | +6.137.716 $ | +10,2 % |
| Cooper Financial Group | 89.355.473 $ | +11.539.981 $ | +14,8 % | 77.815.492 $ | -5.133.141 $ | -6,2 % | 82.948.633 $ | +1.945.052 $ | +2,4 % | 81.003.581 $ | +2.944.794 $ | +3,8 % |
| Paragon Capital Management Ltd | 89.311.630 $ | +7.638.211 $ | +9,4 % | 81.673.419 $ | +1.011.500 $ | +1,3 % | 80.661.919 $ | +1.899.982 $ | +2,4 % | 78.761.937 $ | +661.783 $ | +0,8 % |
| ASPIRIANT, LLC | 88.505.643 $ | +13.708.987 $ | +18,3 % | 74.796.656 $ | +4.021.554 $ | +5,7 % | 70.775.102 $ | +3.540.950 $ | +5,3 % | 67.234.152 $ | +6.497.676 $ | +10,7 % |
| Enstar Group LTD | 86.924.132 $ | -307.805 $ | -0,4 % | 87.231.937 $ | -861.854 $ | -1,0 % | 88.093.791 $ | +215.463 $ | +0,2 % | 87.878.328 $ | +384.756 $ | +0,4 % |
| Commonwealth Financial Services, LLC | 88.030.661 $ | +59.347.026 $ | +206,9 % | 28.683.635 $ | +13.843.514 $ | +93,3 % | 14.840.121 $ | +1.022.302 $ | +7,4 % | 13.817.819 $ | +3.002.928 $ | +27,8 % |
| HSBC HOLDINGS PLC | 52.445.701 $ | -35.001.933 $ | -40,0 % | 87.447.634 $ | +50.780.363 $ | +138,5 % | 36.667.271 $ | -978.875 $ | -2,6 % | |||
| Austin Private Wealth, LLC | 86.614.302 $ | +12.314.074 $ | +16,6 % | 74.300.228 $ | -2.190.039 $ | -2,9 % | ||||||
| Adams Asset Advisors, LLC | 86.539.378 $ | +26.186.084 $ | +43,4 % | 60.353.294 $ | ||||||||
| WealthPlan Investment Management, LLC | 86.432.700 $ | +7.480.921 $ | +9,5 % | 78.951.779 $ | -4.526.370 $ | -5,4 % | 83.478.149 $ | +2.320.920 $ | +2,9 % | 81.157.229 $ | +10.008.599 $ | +14,1 % |
| Clear Creek Financial Management, LLC | 86.345.489 $ | +7.010.859 $ | +8,8 % | 79.334.630 $ | +6.227.627 $ | +8,5 % | 73.107.003 $ | +4.637.071 $ | +6,8 % | 68.469.932 $ | +4.307.687 $ | +6,7 % |
| NISA INVESTMENT ADVISORS, LLC | 86.128.168 $ | +13.609.581 $ | +18,8 % | 72.518.587 $ | +2.630.424 $ | +3,8 % | 69.888.163 $ | +1.351.600 $ | +2,0 % | 68.536.563 $ | +6.123.792 $ | +9,8 % |
| Mesirow Financial Investment Management, Inc. | 86.039.375 $ | +13.988.239 $ | +19,4 % | 72.051.136 $ | +25.107.281 $ | +53,5 % | 46.943.855 $ | -17.658.621 $ | -27,3 % | 64.602.476 $ | +15.214.256 $ | +30,8 % |
| Wedmont Private Capital | 85.649.691 $ | +11.370.057 $ | +15,3 % | 74.279.634 $ | +6.169.865 $ | +9,1 % | 68.109.769 $ | +4.407.860 $ | +6,9 % | 63.701.909 $ | +7.023.513 $ | +12,4 % |
| Vident Advisory, LLC | 7.596.823 $ | -77.441.390 $ | -91,1 % | 85.038.213 $ | +46.511.342 $ | +120,7 % | 38.526.871 $ | +34.178.840 $ | +786,1 % | 4.348.031 $ | +776.184 $ | +21,7 % |
| Tradition Wealth Management, LLC | 77.553.956 $ | +1.499.706 $ | +2,0 % | 76.054.250 $ | -6.315.115 $ | -7,7 % | 82.369.365 $ | -2.513.138 $ | -3,0 % | 84.882.503 $ | -2.331.124 $ | -2,7 % |
| First Financial Bank - Trust Division | 84.742.566 $ | +12.560.865 $ | +17,4 % | 72.181.701 $ | +5.563.897 $ | +8,4 % | 66.617.804 $ | +3.543.844 $ | +5,6 % | 63.073.960 $ | +1.585.996 $ | +2,6 % |
| Golden State Wealth Management, LLC | 84.600.320 $ | +3.239.430 $ | +4,0 % | 81.360.890 $ | -829.495 $ | -1,0 % | 82.190.385 $ | +3.391.935 $ | +4,3 % | 78.798.450 $ | +726.209 $ | +0,9 % |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 84.496.800 $ | +13.351.800 $ | +18,8 % | 71.145.000 $ | +4.395.540 $ | +6,6 % | 66.749.460 $ | +170.260 $ | +0,3 % | 66.579.200 $ | +5.528.690 $ | +9,1 % |
| TRUSTMARK BANK TRUST DEPARTMENT | 78.528.665 $ | -5.836.758 $ | -6,9 % | 84.365.423 $ | +26.538.353 $ | +45,9 % | 57.827.070 $ | +5.129.387 $ | +9,7 % | 52.697.683 $ | -3.790.040 $ | -6,7 % |
| Legacy Wealth Management, LLC | 1.774.248 $ | -82.558.857 $ | -97,9 % | 84.333.105 $ | +1.802.491 $ | +2,2 % | 82.530.614 $ | +3.988.534 $ | +5,1 % | 78.542.080 $ | +3.620.954 $ | +4,8 % |
| Avantax Planning Partners, Inc. | 84.059.928 $ | +3.050.241 $ | +3,8 % | 81.009.687 $ | +10.369 $ | +0,0 % | 80.999.318 $ | -2.382.082 $ | -2,9 % | 83.381.400 $ | +6.185.594 $ | +8,0 % |
| FIRST TRUST ADVISORS LP | 83.704.388 $ | +25.268.008 $ | +43,2 % | 58.436.380 $ | +5.473.565 $ | +10,3 % | 52.962.815 $ | -612.325 $ | -1,1 % | 53.575.140 $ | +6.825.950 $ | +14,6 % |
| NATIONAL BANK OF CANADA /FI/ | 83.640.210 $ | +22.749.679 $ | +37,4 % | 60.890.531 $ | +24.915.571 $ | +69,3 % | 35.974.960 $ | -17.401.526 $ | -32,6 % | 53.376.486 $ | -282.309.062 $ | -84,1 % |
| Brio Consultants, LLC | 83.311.875 $ | +3.399.352 $ | +4,3 % | 79.912.523 $ | +10.712.202 $ | +15,5 % | 69.200.321 $ | +15.768.114 $ | +29,5 % | 53.432.207 $ | +3.776.468 $ | +7,6 % |
| KINTRA WEALTH, LLC | 83.309.186 $ | +17.807.222 $ | +27,2 % | 65.501.964 $ | +3.848.977 $ | +6,2 % | 61.652.987 $ | +42.999.905 $ | +230,5 % | 18.653.082 $ | +485.356 $ | +2,7 % |
| Triad Wealth Partners, LLC | 72.873.746 $ | -8.121.196 $ | -10,0 % | 80.994.942 $ | -1.707.910 $ | -2,1 % | 82.702.852 $ | +21.579.468 $ | +35,3 % | 61.123.384 $ | +42.258.417 $ | +224,0 % |
| OBSIDIAN CIO, LLC | 5.051.946 $ | +555.644 $ | +12,4 % | 4.496.302 $ | +200.183 $ | +4,7 % | 4.296.119 $ | -78.176.343 $ | -94,8 % | 82.472.462 $ | -4.863.337 $ | -5,6 % |
| CONNABLE OFFICE INC | 82.461.918 $ | +10.085.761 $ | +13,9 % | 72.376.157 $ | +14.662.678 $ | +25,4 % | 57.713.479 $ | -254.262 $ | -0,4 % | 57.967.741 $ | +18.579.657 $ | +47,2 % |
| Myriad Asset Management Advisors LLC | 82.155.000 $ | +2.570.000 $ | +3,2 % | 79.585.000 $ | +45.152.563 $ | +131,1 % | 34.432.437 $ | |||||
| Quantinno Capital Management LP | 81.625.414 $ | +26.907.733 $ | +49,2 % | 54.717.681 $ | +10.954.126 $ | +25,0 % | 43.763.555 $ | +20.776.245 $ | +90,4 % | 22.987.310 $ | +10.491.579 $ | +84,0 % |
| AFFINITY WEALTH MANAGEMENT LLC | 80.791.962 $ | +9.080.717 $ | +12,7 % | 71.711.245 $ | -1.247.694 $ | -1,7 % | 72.958.939 $ | +2.384.683 $ | +3,4 % | 70.574.256 $ | +4.115.434 $ | +6,2 % |
| Gerber Kawasaki Wealth & Investment Management | 80.405.574 $ | +9.353.618 $ | +13,2 % | 71.051.956 $ | +2.164.840 $ | +3,1 % | 68.887.116 $ | +3.839.919 $ | +5,9 % | 65.047.197 $ | +2.569.669 $ | +4,1 % |
| NOTTINGHAM ADVISORS, INC. | 80.264.564 $ | +1.792.277 $ | +2,3 % | 78.472.287 $ | +11.238.739 $ | +16,7 % | 67.233.548 $ | -1.379.253 $ | -2,0 % | 68.612.801 $ | +7.525.278 $ | +12,3 % |
| Parcion Private Wealth LLC | 80.106.965 $ | +11.302.469 $ | +16,4 % | 68.804.496 $ | -1.934.092 $ | -2,7 % | 70.738.588 $ | +506.865 $ | +0,7 % | 70.231.723 $ | +6.936.627 $ | +11,0 % |
| Crane Advisory, LLC | 68.646.491 $ | +448.222 $ | +0,7 % | 68.198.269 $ | +2.353.495 $ | +3,6 % | 65.844.774 $ | -13.758.398 $ | -17,3 % | 79.603.172 $ | +3.445.366 $ | +4,5 % |
| Rakuten Investment Management, Inc. | 30.988.240 $ | -11.543.836 $ | -27,1 % | 42.532.076 $ | +21.266.038 $ | +100,0 % | 21.266.038 $ | -58.196.517 $ | -73,2 % | 79.462.555 $ | ||
| Quent Capital, LLC | 79.104.716 $ | +14.252.121 $ | +22,0 % | 64.852.595 $ | +2.988.800 $ | +4,8 % | 61.863.795 $ | +3.463.464 $ | +5,9 % | 58.400.331 $ | +7.020.597 $ | +13,7 % |
| Petix & Botte Co | 78.744.984 $ | +4.535.357 $ | +6,1 % | 74.209.627 $ | +4.530.178 $ | +6,5 % | 69.679.449 $ | +2.123.589 $ | +3,1 % | 67.555.860 $ | +5.290.100 $ | +8,5 % |
| SOL Capital Management CO | 77.669.000 $ | -1.023.000 $ | -1,3 % | 78.692.000 $ | +6.590.000 $ | +9,1 % | ||||||
| Next Level Private LLC | 78.639.127 $ | +16.194.891 $ | +25,9 % | 62.444.236 $ | +12.422.753 $ | +24,8 % | 50.021.483 $ | +933.271 $ | +1,9 % | 49.088.212 $ | +6.549.372 $ | +15,4 % |
| Souders Financial Advisors | 78.504.572 $ | +13.154.883 $ | +20,1 % | 65.349.689 $ | -543.488 $ | -0,8 % | 65.893.177 $ | +1.982.334 $ | +3,1 % | 63.910.843 $ | +1.286.413 $ | +2,1 % |
| Onyx Bridge Wealth Group LLC | 78.433.232 $ | +35.992.739 $ | +84,8 % | 42.440.493 $ | -1.715.635 $ | -3,9 % | 44.156.128 $ | -1.094.407 $ | -2,4 % | 45.250.535 $ | -5.367.051 $ | -10,6 % |
| HOWARD FINANCIAL SERVICES, LTD. | 77.853.050 $ | +2.815.392 $ | +3,8 % | 75.037.658 $ | +5.756.283 $ | +8,3 % | 69.281.375 $ | +6.565.214 $ | +10,5 % | 62.716.161 $ | +2.912.918 $ | +4,9 % |
| CPC Advisors, LLC | 77.777.127 $ | +9.329.282 $ | +13,6 % | 68.447.845 $ | +2.495.879 $ | +3,8 % | 65.951.966 $ | +1.043.526 $ | +1,6 % | 64.908.440 $ | -2.190.925 $ | -3,3 % |
| Meridian Wealth Management, LLC | 77.518.471 $ | +12.173.951 $ | +18,6 % | 65.344.520 $ | +8.933.121 $ | +15,8 % | 56.411.399 $ | +363.461 $ | +0,6 % | 56.047.938 $ | +20.123.320 $ | +56,0 % |
| CENTRAL TRUST Co | 77.273.725 $ | +5.633.846 $ | +7,9 % | 71.639.879 $ | -4.347.808 $ | -5,7 % | 75.987.687 $ | +2.222.285 $ | +3,0 % | 73.765.402 $ | +6.833.371 $ | +10,2 % |
| RITHOLTZ WEALTH MANAGEMENT | 77.179.410 $ | +12.287.202 $ | +18,9 % | 64.892.208 $ | +3.022.733 $ | +4,9 % | 61.869.475 $ | +3.501.531 $ | +6,0 % | 58.367.944 $ | +6.047.875 $ | +11,6 % |
| Texas Capital Bank Wealth Management Services Inc | 77.148.073 $ | +17.673.954 $ | +29,7 % | 59.474.119 $ | +20.327.760 $ | +51,9 % | 39.146.359 $ | +22.859.436 $ | +140,4 % | 16.286.923 $ | +9.304.214 $ | +133,2 % |
| Beacon Financial Advisory LLC | 76.808.209 $ | +7.060.425 $ | +10,1 % | 69.747.784 $ | +432.029 $ | +0,6 % | 69.315.755 $ | +1.369.329 $ | +2,0 % | 67.946.426 $ | +5.202.805 $ | +8,3 % |
| Intrua Financial, LLC | 45.828.957 $ | -30.947.811 $ | -40,3 % | 76.776.768 $ | +42.917.798 $ | +126,8 % | 33.858.970 $ | +343.205 $ | +1,0 % | 33.515.765 $ | +11.074.126 $ | +49,3 % |
| CENTAURUS FINANCIAL, INC. | 76.681.000 $ | +8.614.000 $ | +12,7 % | 68.067.000 $ | +2.839.000 $ | +4,4 % | 65.228.000 $ | +3.098.000 $ | +5,0 % | 62.130.000 $ | +4.403.000 $ | +7,6 % |
| INTEGRITY WEALTH ADVISORS, INC. | 52.736.465 $ | +8.693.007 $ | +19,7 % | 44.043.458 $ | -32.443.834 $ | -42,4 % | 76.487.292 $ | +36.450.629 $ | +91,0 % | |||
| DRW Securities, LLC | 76.362.541 $ | +76.085.773 $ | +27.490,8 % | 276.768 $ | -16.036.076 $ | -98,3 % | 16.312.844 $ | |||||
| Venture Visionary Partners LLC | 76.303.310 $ | +30.592.873 $ | +66,9 % | 45.710.437 $ | +3.225.349 $ | +7,6 % | 42.485.088 $ | +3.741.048 $ | +9,7 % | 38.744.040 $ | +15.011.610 $ | +63,3 % |
| APPLETON PARTNERS INC/MA | 76.130.000 $ | +3.257.000 $ | +4,5 % | 72.873.000 $ | +664.000 $ | +0,9 % | 72.209.000 $ | +494.000 $ | +0,7 % | 71.715.000 $ | +6.423.000 $ | +9,8 % |
| Wagner Wealth Management, LLC | 76.101.270 $ | +6.292.500 $ | +9,0 % | 69.808.770 $ | +1.802.881 $ | +2,7 % | 68.005.889 $ | +3.008.594 $ | +4,6 % | 64.997.295 $ | +3.533.490 $ | +5,7 % |
| Financial Partners Group, Inc | 75.868.725 $ | +11.064.585 $ | +17,1 % | 64.804.140 $ | -3.071.755 $ | -4,5 % | 67.875.895 $ | -6.919.915 $ | -9,3 % | 74.795.810 $ | +3.925.400 $ | +5,5 % |
| Compass Ion Advisors, LLC | 75.599.741 $ | +13.856.693 $ | +22,4 % | 61.743.048 $ | +496.499 $ | +0,8 % | 61.246.549 $ | +2.701.866 $ | +4,6 % | 58.544.683 $ | +49.951.657 $ | +581,3 % |
| Macro Advisors, Inc. | 74.166.146 $ | -976.796 $ | -1,3 % | 75.142.942 $ | ||||||||
| Full Sail Capital, LLC | 74.961.372 $ | +3.390.338 $ | +4,7 % | |||||||||
| GREENLEAF TRUST | 74.878.901 $ | +11.121.921 $ | +17,4 % | 63.756.980 $ | +3.080.645 $ | +5,1 % | 60.676.335 $ | +119.796 $ | +0,2 % | 60.556.539 $ | +4.306.117 $ | +7,7 % |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 74.831.845 $ | +6.920.692 $ | +10,2 % | 67.911.153 $ | +3.525.501 $ | +5,5 % | 64.385.652 $ | +4.320.695 $ | +7,2 % | 60.064.957 $ | +10.890.602 $ | +22,1 % |
| Invst, LLC | 73.435.087 $ | -1.383.337 $ | -1,8 % | 74.818.424 $ | +6.067.887 $ | +8,8 % | 68.750.537 $ | +8.635.586 $ | +14,4 % | |||
| John A. Wolfe & Associates, Inc. | 13.217.650 $ | +1.461.760 $ | +12,4 % | 11.755.890 $ | -62.919.057 $ | -84,3 % | 74.674.947 $ | |||||
| Ergawealth Advisors, Inc. | 56.079.912 $ | +5.913.582 $ | +11,8 % | 50.166.330 $ | -2.127.881 $ | -4,1 % | 52.294.211 $ | -22.184.537 $ | -29,8 % | 74.478.748 $ | -16.072.452 $ | -17,7 % |
| SMITH, MOORE & CO. | 74.412.091 $ | +16.600.692 $ | +28,7 % | 57.811.399 $ | -845.355 $ | -1,4 % | 58.656.754 $ | -8.953.379 $ | -13,2 % | 67.610.133 $ | +4.208.277 $ | +6,6 % |
| Lebenthal Global Advisors, LLC | 45.708.926 $ | -25.693.408 $ | -36,0 % | 71.402.334 $ | -2.827.115 $ | -3,8 % | 74.229.449 $ | +2.145.271 $ | +3,0 % | 72.084.178 $ | -15.987.971 $ | -18,2 % |
| GLENMEDE TRUST CO NA | 73.897.652 $ | +4.210.430 $ | +6,0 % | 69.687.222 $ | +7.787.925 $ | +12,6 % | 61.899.297 $ | |||||
| Salomon & Ludwin, LLC | 73.889.025 $ | +1.995.020 $ | +2,8 % | 71.894.005 $ | +1.213.949 $ | +1,7 % | 70.680.056 $ | +1.712.123 $ | +2,5 % | 68.967.933 $ | +8.465.667 $ | +14,0 % |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 4.788.133 $ | -28.552.354 $ | -85,6 % | 33.340.487 $ | -35.426.591 $ | -51,5 % | 68.767.078 $ | -4.993.377 $ | -6,8 % | 73.760.455 $ | +1.365.122 $ | +1,9 % |
| Redhawk Wealth Advisors, Inc. | 70.409.079 $ | +34.150.501 $ | +94,2 % | 36.258.578 $ | -1.438.535 $ | -3,8 % | 37.697.113 $ | -35.188.866 $ | -48,3 % | 72.885.979 $ | +6.868.785 $ | +10,4 % |
| Johnson Financial Group, Inc. | 72.736.843 $ | +31.257.528 $ | +75,4 % | 41.479.315 $ | -647.603 $ | -1,5 % | 42.126.918 $ | -872.612 $ | -2,0 % | 42.999.530 $ | +7.407.418 $ | +20,8 % |
| Trilogy Capital Inc. | 72.636.064 $ | +11.143.599 $ | +18,1 % | 61.492.465 $ | +928.844 $ | +1,5 % | 60.563.621 $ | +14.100.133 $ | +30,3 % | 46.463.488 $ | +1.889.245 $ | +4,2 % |
| Pine Valley Investments Ltd Liability Co | 66.937.648 $ | +6.426.568 $ | +10,6 % | 60.511.080 $ | -12.066.264 $ | -16,6 % | 72.577.344 $ | +969.078 $ | +1,4 % | 71.608.266 $ | +5.775.805 $ | +8,8 % |
| Crumly & Associates Inc. | 72.307.009 $ | +9.021.890 $ | +14,3 % | 63.285.119 $ | -4.226.364 $ | -6,3 % | 67.511.483 $ | -2.021.361 $ | -2,9 % | 69.532.844 $ | -3.450.831 $ | -4,7 % |
| New England Capital Financial Advisors LLC | 72.305.356 $ | +16.295.076 $ | +29,1 % | 56.010.280 $ | -7.241.372 $ | -11,4 % | 63.251.652 $ | -200.899 $ | -0,3 % | 63.452.551 $ | +4.805.841 $ | +8,2 % |
| Disciplina Capital Management LLC | 72.074.361 $ | +2.664.930 $ | +3,8 % | 69.409.431 $ | +8.304.042 $ | +13,6 % | 61.105.389 $ | +2.685.780 $ | +4,6 % | 58.419.609 $ | +2.073.561 $ | +3,7 % |
| PFG Investments, LLC | 69.892.336 $ | +2.567.467 $ | +3,8 % | 67.324.869 $ | -4.534.771 $ | -6,3 % | 71.859.640 $ | +44.992.999 $ | +167,5 % | 26.866.641 $ | +3.381.260 $ | +14,4 % |
| Apexium Financial, LP | 71.316.771 $ | +5.969.772 $ | +9,1 % | |||||||||
| UMB Bank, n.a. | 70.678.971 $ | +10.371.396 $ | +17,2 % | 60.307.575 $ | +10.197.360 $ | +20,3 % | 50.110.215 $ | +13.790.585 $ | +38,0 % | 36.319.630 $ | +2.098.919 $ | +6,1 % |
| Asset Allocation Strategies LLC | 70.676.375 $ | +10.669.574 $ | +17,8 % | 60.006.801 $ | +3.463.316 $ | +6,1 % | 56.543.485 $ | +10.601.341 $ | +23,1 % | 45.942.144 $ | +18.052.697 $ | +64,7 % |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 70.443.243 $ | +3.245.829 $ | +4,8 % | 67.197.414 $ | +18.573.489 $ | +38,2 % | 48.623.925 $ | -1.693.403 $ | -3,4 % | 50.317.328 $ | +12.727.323 $ | +33,9 % |
| Kozak & Associates, Inc. | 42.947.041 $ | -27.065.551 $ | -38,7 % | 70.012.592 $ | +2.066.946 $ | +3,0 % | 67.945.646 $ | +4.546.014 $ | +7,2 % | 63.399.632 $ | +2.609.052 $ | +4,3 % |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 69.766.389 $ | +14.778.900 $ | +26,9 % | 54.987.489 $ | +3.856.200 $ | +7,5 % | 51.131.289 $ | +13.162.805 $ | +34,7 % | 37.968.484 $ | +11.775.733 $ | +45,0 % |
| Phoenix Wealth Advisors | 69.573.265 $ | +21.176.789 $ | +43,8 % | 48.396.476 $ | +1.112.129 $ | +2,4 % | 47.284.347 $ | +1.192.061 $ | +2,6 % | 46.092.286 $ | +8.861.676 $ | +23,8 % |
| Marks Wealth, LLC | 54.323.234 $ | +52.836.831 $ | +3.554,7 % | 1.486.403 $ | -207.475 $ | -12,2 % | 1.693.878 $ | -67.634.123 $ | -97,6 % | 69.328.001 $ | +18.469.477 $ | +36,3 % |
| Pictet Asset Management Holding SA | 69.037.465 $ | +9.435.366 $ | +15,8 % | 59.602.099 $ | -6.875.456 $ | -10,3 % | 66.477.555 $ | +24.961 $ | +0,0 % | 66.452.594 $ | +55.809.326 $ | +524,4 % |
| WealthCare Investment Partners, LLC | 69.017.917 $ | +9.478.088 $ | +15,9 % | 59.539.829 $ | +219.476 $ | +0,4 % | 59.320.353 $ | +12.449.977 $ | +26,6 % | 46.870.376 $ | +3.779.373 $ | +8,8 % |
| Stadion Money Management, LLC | 48.675.064 $ | +48.628.604 $ | +104.667,7 % | 46.460 $ | -47.635.329 $ | -99,9 % | 47.681.789 $ | -21.221.688 $ | -30,8 % | 68.903.477 $ | +12.949.594 $ | +23,1 % |
| Diversify Advisory Services, LLC | 68.496.668 $ | +68.051.935 $ | +15.301,8 % | 444.733 $ | -30.372.407 $ | -98,6 % | 30.817.140 $ | +3.748.638 $ | +13,8 % | 27.068.502 $ | +8.899.592 $ | +49,0 % |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 68.496.668 $ | +4.832.021 $ | +7,6 % | 63.664.647 $ | +34.716.073 $ | +119,9 % | 28.948.574 $ | +14.272.368 $ | +97,2 % | 14.676.206 $ | +1.038.430 $ | +7,6 % |
| Johnson Bixby & Associates, LLC | 68.014.946 $ | +10.249.565 $ | +17,7 % | 57.765.381 $ | -4.824.743 $ | -7,7 % | 62.590.124 $ | +2.910.939 $ | +4,9 % | 59.679.185 $ | ||
| MBL Wealth, LLC | 67.851.037 $ | +9.037.477 $ | +15,4 % | 58.813.560 $ | +1.410.745 $ | +2,5 % | 57.402.815 $ | +1.692.824 $ | +3,0 % | 55.709.991 $ | +3.955.021 $ | +7,6 % |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 34.651.565 $ | -16.072.279 $ | -31,7 % | 50.723.844 $ | -17.101.813 $ | -25,2 % | 67.825.657 $ | +33.870.447 $ | +99,8 % | 33.955.210 $ | +3.658.377 $ | +12,1 % |
| Parallel Advisors, LLC | 67.568.841 $ | +12.557.261 $ | +22,8 % | 55.011.580 $ | +9.985.274 $ | +22,2 % | 45.026.306 $ | +1.394.625 $ | +3,2 % | 43.631.681 $ | +4.647.420 $ | +11,9 % |
| Essex Financial Services, Inc. | 67.540.175 $ | +5.591.019 $ | +9,0 % | 61.949.156 $ | +3.884.249 $ | +6,7 % | 58.064.907 $ | +4.693.376 $ | +8,8 % | 53.371.531 $ | +9.083.479 $ | +20,5 % |
| MATAURO, LLC | 67.436.936 $ | +11.514.753 $ | +20,6 % | 55.922.183 $ | +29.494.696 $ | +111,6 % | 26.427.487 $ | +3.072.039 $ | +13,2 % | 23.355.448 $ | +341.398 $ | +1,5 % |
| 49 WEALTH MANAGEMENT, LLC | 27.274.459 $ | -40.146.605 $ | -59,5 % | 67.421.064 $ | +10.526.371 $ | +18,5 % | 56.894.693 $ | +3.948.591 $ | +7,5 % | 52.946.102 $ | +5.900.024 $ | +12,5 % |
| BAILARD, INC. | 67.325.025 $ | +42.004.921 $ | +165,9 % | 25.320.104 $ | +15.236.598 $ | +151,1 % | 10.083.506 $ | -233.825 $ | -2,3 % | 10.317.331 $ | -30.789.095 $ | -74,9 % |
| Certified Advisory Corp | 67.294.638 $ | +5.466.718 $ | +8,8 % | 61.827.920 $ | -867.899 $ | -1,4 % | 62.695.819 $ | +2.645.849 $ | +4,4 % | 60.049.970 $ | +3.932.896 $ | +7,0 % |
| New England Private Wealth Advisors LLC | 67.251.311 $ | +2.723.077 $ | +4,2 % | 64.528.234 $ | +2.261.188 $ | +3,6 % | 62.267.046 $ | -64.350 $ | -0,1 % | 62.331.396 $ | -565.028 $ | -0,9 % |
| SIMON QUICK ADVISORS, LLC | 67.158.709 $ | +3.644.463 $ | +5,7 % | 63.514.246 $ | +420.221 $ | +0,7 % | 63.094.025 $ | +10.861.532 $ | +20,8 % | 52.232.493 $ | +4.246.117 $ | +8,8 % |
| RMG Wealth Management LLC | 373.568 $ | +288.317 $ | +338,2 % | 85.251 $ | -66.912.109 $ | -99,9 % | 66.997.360 $ | +66.973.539 $ | +281.153,3 % | 23.821 $ | +4.820 $ | +25,4 % |
| Leverty Financial Group, LLC | 66.798.375 $ | +6.029.108 $ | +9,9 % | 60.769.267 $ | +29.896.639 $ | +96,8 % | 30.872.628 $ | +1.103.266 $ | +3,7 % | 29.769.362 $ | +3.456.549 $ | +13,1 % |
| Triton Wealth Management, PLLC | 66.748.409 $ | +18.983.854 $ | +39,7 % | 47.764.555 $ | +2.243.284 $ | +4,9 % | 45.521.271 $ | +1.872.333 $ | +4,3 % | 43.648.938 $ | +3.167.868 $ | +7,8 % |
| SHP Wealth Management | 66.735.660 $ | +1.343.600 $ | +2,1 % | 65.392.060 $ | +10.242.009 $ | +18,6 % | 55.150.051 $ | |||||
| Bramshill Investments, LLC | 66.656.686 $ | +59.050 $ | +0,1 % | 66.597.636 $ | +25.322.010 $ | +61,3 % | 41.275.626 $ | -214.877 $ | -0,5 % | 41.490.503 $ | -16.980 $ | -0,0 % |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 66.374.526 $ | +8.352.247 $ | +14,4 % | 58.022.279 $ | -3.010.709 $ | -4,9 % | 61.032.988 $ | +7.186.010 $ | +13,3 % | 53.846.978 $ | +197.772 $ | +0,4 % |
| Octavia Wealth Advisors, LLC | 66.103.240 $ | +11.688.225 $ | +21,5 % | 54.415.015 $ | +805.216 $ | +1,5 % | 53.609.799 $ | +2.156.800 $ | +4,2 % | 51.452.999 $ | +5.931.924 $ | +13,0 % |
| Demars Financial Group, LLC | 66.100.765 $ | +19.204.406 $ | +41,0 % | 46.896.359 $ | -1.107.998 $ | -2,3 % | 48.004.357 $ | +3.198.012 $ | +7,1 % | 44.806.345 $ | +4.035.150 $ | +9,9 % |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 65.980.489 $ | +6.845.161 $ | +11,6 % | 59.135.328 $ | +17.010.386 $ | +40,4 % | 42.124.942 $ | +3.771.898 $ | +9,8 % | 38.353.044 $ | +2.889.812 $ | +8,1 % |
| Capital Planning Advisors, LLC | 64.594.526 $ | -1.039.908 $ | -1,6 % | 65.634.434 $ | +8.149.122 $ | +14,2 % | 57.485.312 $ | +1.072.781 $ | +1,9 % | |||
| Solano Wealth Investment Advisors LLC | 65.536.926 $ | +3.505.526 $ | +5,7 % | 62.031.400 $ | +1.002.138 $ | +1,6 % | 61.029.262 $ | -384.085 $ | -0,6 % | 61.413.347 $ | +4.191.288 $ | +7,3 % |
| Tidemark, LLC | 64.824.249 $ | -638.675 $ | -1,0 % | 65.462.924 $ | +9.672.575 $ | +17,3 % | 55.790.349 $ | +27.470.332 $ | +97,0 % | 28.320.017 $ | -34.149.318 $ | -54,7 % |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 65.375.809 $ | +3.739.917 $ | +6,1 % | 61.635.892 $ | +4.726.902 $ | +8,3 % | 56.908.990 $ | +830.567 $ | +1,5 % | 56.078.423 $ | +1.712.206 $ | +3,1 % |
| LexAurum Advisors, LLC | 64.806.373 $ | -513.590 $ | -0,8 % | 65.319.963 $ | +197.780 $ | +0,3 % | 65.122.183 $ | +6.297.650 $ | +10,7 % | |||
| WEATHERLY ASSET MANAGEMENT L. P. | 65.281.398 $ | +1.061.761 $ | +1,7 % | 64.219.637 $ | +1.511.082 $ | +2,4 % | 62.708.555 $ | +1.574.994 $ | +2,6 % | 61.133.561 $ | +4.699.934 $ | +8,3 % |
| MISSION WEALTH MANAGEMENT, LP | 65.184.382 $ | +38.632.025 $ | +145,5 % | 26.552.357 $ | -2.430.783 $ | -8,4 % | 28.983.140 $ | -131.072 $ | -0,5 % | 29.114.212 $ | +516.259 $ | +1,8 % |
| Bouchey Financial Group, Ltd. | 65.166.506 $ | +34.568.146 $ | +113,0 % | 30.598.360 $ | +935.316 $ | +3,2 % | 29.663.044 $ | +2.596.757 $ | +9,6 % | 27.066.287 $ | +743.669 $ | +2,8 % |
| NewEdge Wealth, LLC | 65.016.984 $ | +8.948.270 $ | +16,0 % | 56.068.714 $ | +5.706.067 $ | +11,3 % | 50.362.647 $ | +223.937 $ | +0,4 % | 50.138.710 $ | +5.239.090 $ | +11,7 % |
| WEDBUSH SECURITIES INC | 64.958.000 $ | +5.791.000 $ | +9,8 % | 59.167.000 $ | +6.335.000 $ | +12,0 % | 52.832.000 $ | +6.328.000 $ | +13,6 % | 46.504.000 $ | -10.983.000 $ | -19,1 % |
| Keystone Financial Group | 64.634.999 $ | +7.701.599 $ | +13,5 % | 56.933.400 $ | +4.926.864 $ | +9,5 % | 52.006.536 $ | +21.160.215 $ | +68,6 % | 30.846.321 $ | +5.240.466 $ | +20,5 % |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 40.499.795 $ | -2.637.966 $ | -6,1 % | 43.137.761 $ | -21.451.426 $ | -33,2 % | 64.589.187 $ | +16.287.580 $ | +33,7 % | 48.301.607 $ | +6.925.230 $ | +16,7 % |
| Orgel Wealth Management, LLC | 64.117.956 $ | +11.228.040 $ | +21,2 % | 52.889.916 $ | +434.942 $ | +0,8 % | 52.454.974 $ | -1.381.494 $ | -2,6 % | 53.836.468 $ | +2.125.555 $ | +4,1 % |
| FIL Ltd | 42.277.550 $ | +19.187.214 $ | +83,1 % | 23.090.336 $ | -33.163.625 $ | -59,0 % | 56.253.961 $ | -7.535.046 $ | -11,8 % | 63.789.007 $ | +50.583.452 $ | +383,0 % |
| YHB Investment Advisors, Inc. | 63.768.996 $ | +8.207.409 $ | +14,8 % | 55.561.587 $ | +5.916.652 $ | +11,9 % | 49.644.935 $ | +11.762.288 $ | +31,0 % | 37.882.647 $ | +15.861.390 $ | +72,0 % |
| Janus Henderson Group Ltd. | 63.652.316 $ | |||||||||||
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 63.549.896 $ | +12.516.006 $ | +24,5 % | 51.033.890 $ | +1.218.149 $ | +2,4 % | 49.815.741 $ | +1.931.675 $ | +4,0 % | 47.884.066 $ | +4.957.431 $ | +11,5 % |
| Fluent Financial, LLC | 11.110.532 $ | -52.398.520 $ | -82,5 % | 63.509.052 $ | +49.055.742 $ | +339,4 % | 14.453.310 $ | -5.717.750 $ | -28,3 % | 20.171.060 $ | -4.398.807 $ | -17,9 % |
| Stonebridge Financial Group, LLC | 63.248.543 $ | +31.817.715 $ | +101,2 % | 31.430.828 $ | +1.308.833 $ | +4,3 % | 30.121.995 $ | -25.950.929 $ | -46,3 % | 56.072.924 $ | +14.324.693 $ | +34,3 % |
| Main Management ETF Advisors, LLC | 63.239.000 $ | +14.612.000 $ | +30,0 % | 48.627.000 $ | +8.806.000 $ | +22,1 % | 39.821.000 $ | +3.154.000 $ | +8,6 % | 36.667.000 $ | +5.785.000 $ | +18,7 % |
| SBI Securities Co., Ltd. | 63.020.193 $ | +3.664.592 $ | +6,2 % | 59.355.601 $ | +296.597 $ | +0,5 % | 59.059.004 $ | +1.825.932 $ | +3,2 % | 57.233.072 $ | +4.857.598 $ | +9,3 % |
| Compass Financial Services Inc | 63.009.384 $ | +9.864.264 $ | +18,6 % | 53.145.120 $ | +8.474.429 $ | +19,0 % | 44.670.691 $ | +928.230 $ | +2,1 % | 43.742.461 $ | +3.103.705 $ | +7,6 % |
| FLOW TRADERS U.S. LLC | 44.956.000 $ | +16.697.000 $ | +59,1 % | 28.259.000 $ | +15.870.000 $ | +128,1 % | 12.389.000 $ | -50.576.000 $ | -80,3 % | 62.965.000 $ | +30.213.000 $ | +92,2 % |
| Regal Investment Advisors LLC | 62.583.493 $ | +7.239.796 $ | +13,1 % | 55.343.697 $ | +3.005.390 $ | +5,7 % | 52.338.307 $ | +7.275.664 $ | +16,1 % | 45.062.643 $ | +10.848.694 $ | +31,7 % |
| Simplicity Wealth,LLC | 62.550.727 $ | +20.570.895 $ | +49,0 % | 41.979.832 $ | +6.867.005 $ | +19,6 % | 35.112.827 $ | -5.463.426 $ | -13,5 % | 40.576.253 $ | -8.261.028 $ | -16,9 % |
| Stewardship Advisors, LLC | 56.068.723 $ | -6.287.855 $ | -10,1 % | 62.356.578 $ | +3.198.229 $ | +5,4 % | 59.158.349 $ | +8.319.457 $ | +16,4 % | 50.838.892 $ | +3.822.861 $ | +8,1 % |
| Sound View Wealth Advisors Group, LLC | 62.143.856 $ | +6.291.880 $ | +11,3 % | 55.851.976 $ | -1.939.455 $ | -3,4 % | 57.791.431 $ | +1.438.453 $ | +2,6 % | 56.352.978 $ | +10.494.017 $ | +22,9 % |
| Jaffetilchin Investment Partners, LLC | 61.881.231 $ | +7.312.606 $ | +13,4 % | 54.568.625 $ | +1.990.533 $ | +3,8 % | 52.578.092 $ | +3.003.117 $ | +6,1 % | |||
| JNBA Financial Advisors | 61.866.449 $ | +5.295.490 $ | +9,4 % | 56.570.959 $ | -888.429 $ | -1,5 % | 57.459.388 $ | +1.013.095 $ | +1,8 % | 56.446.293 $ | -3.321.848 $ | -5,6 % |
| BlueStem Wealth Partners, LLC | 61.846.240 $ | +30.817.642 $ | +99,3 % | 31.028.598 $ | -15.818.447 $ | -33,8 % | 46.847.045 $ | -2.878.882 $ | -5,8 % | 49.725.927 $ | +7.236.190 $ | +17,0 % |
| BEACON FINANCIAL GROUP | 55.411.514 $ | +2.139.105 $ | +4,0 % | 53.272.409 $ | -3.400.204 $ | -6,0 % | 56.672.613 $ | -5.117.133 $ | -8,3 % | 61.789.746 $ | +3.769.322 $ | +6,5 % |
| CORA CAPITAL ADVISORS LLC | 56.836.483 $ | +7.847.145 $ | +16,0 % | 48.989.338 $ | -12.384.790 $ | -20,2 % | 61.374.128 $ | +4.609.520 $ | +8,1 % | 56.764.608 $ | -5.839.085 $ | -9,3 % |
| SUMMIT WEALTH GROUP LLC / CO | 61.249.908 $ | +8.612.532 $ | +16,4 % | 52.637.376 $ | -374.553 $ | -0,7 % | 53.011.929 $ | +31.863.977 $ | +150,7 % | 21.147.952 $ | -29.958.335 $ | -58,6 % |
| TFC Financial Management, Inc. | 61.136.964 $ | +8.174.306 $ | +15,4 % | 52.962.658 $ | +933.870 $ | +1,8 % | 52.028.788 $ | +925.530 $ | +1,8 % | 51.103.258 $ | +4.715.504 $ | +10,2 % |
| Aaron Wealth Advisors LLC | 60.754.880 $ | +15.963.270 $ | +35,6 % | 44.791.610 $ | +8.556.090 $ | +23,6 % | 36.235.520 $ | +1.421.364 $ | +4,1 % | 34.814.156 $ | +2.909.741 $ | +9,1 % |
| Sanchez Wealth Management Group | 60.373.128 $ | +7.679.784 $ | +14,6 % | 52.693.344 $ | +1.314.495 $ | +2,6 % | 51.378.849 $ | -353.935 $ | -0,7 % | 51.732.784 $ | +4.369.886 $ | +9,2 % |
| Integrated Advisors Network LLC | 21.443.888 $ | +2.627.146 $ | +14,0 % | 18.816.742 $ | -15.081.545 $ | -44,5 % | 33.898.287 $ | -26.423.902 $ | -43,8 % | 60.322.189 $ | +3.430.165 $ | +6,0 % |
| Pure Financial Advisors, LLC | 60.244.132 $ | +11.651.375 $ | +24,0 % | 48.592.757 $ | +4.071.452 $ | +9,1 % | 44.521.305 $ | +540.150 $ | +1,2 % | 43.981.155 $ | +3.530.870 $ | +8,7 % |
| PRUDENTIAL PLC | 28.391.527 $ | +17.551.282 $ | +161,9 % | 10.840.245 $ | -15.383.078 $ | -58,7 % | 26.223.323 $ | -34.000.332 $ | -56,5 % | 60.223.655 $ | +27.997.766 $ | +86,9 % |
| First International Bank & Trust | 59.991.021 $ | +1.515.330 $ | +2,6 % | |||||||||
| Requisite Capital Management, LLC | 59.948.795 $ | +19.391.685 $ | +47,8 % | 40.557.110 $ | +11.214.473 $ | +38,2 % | 29.342.637 $ | -961.792 $ | -3,2 % | 30.304.429 $ | -56.567.726 $ | -65,1 % |
| Clearwater Capital Advisors, LLC | 59.942.677 $ | +7.438.636 $ | +14,2 % | 52.504.041 $ | +884.208 $ | +1,7 % | 51.619.833 $ | +282.754 $ | +0,6 % | 51.337.079 $ | +3.757.981 $ | +7,9 % |
| Patriot Financial Group Insurance Agency, LLC | 34.503.158 $ | -25.348.962 $ | -42,4 % | 59.852.120 $ | +24.757.081 $ | +70,5 % | 35.095.039 $ | +3.175.801 $ | +9,9 % | 31.919.238 $ | -729.647 $ | -2,2 % |
| SCS Capital Management LLC | 59.275.633 $ | +5.572.729 $ | +10,4 % | 53.702.904 $ | +472.540 $ | +0,9 % | 53.230.364 $ | +2.433.538 $ | +4,8 % | 50.796.826 $ | +1.709.146 $ | +3,5 % |
| Coppell Advisory Solutions LLC | 3.381.105 $ | -55.849.123 $ | -94,3 % | 59.230.228 $ | +2.792.542 $ | +4,9 % | 56.437.686 $ | -18.660.618 $ | -24,8 % | |||
| TTP Investments, Inc. | 31.504.311 $ | -27.683.757 $ | -46,8 % | 59.188.068 $ | +854.978 $ | +1,5 % | ||||||
| Cassaday & Co Wealth Management LLC | 58.949.124 $ | +5.801.234 $ | +10,9 % | 53.147.890 $ | -87.901 $ | -0,2 % | 53.235.791 $ | -455.366 $ | -0,8 % | 53.691.157 $ | +4.900.259 $ | +10,0 % |
| EXENCIAL WEALTH ADVISORS, LLC | 58.939.889 $ | +1.459.652 $ | +2,5 % | 57.480.237 $ | +1.894.155 $ | +3,4 % | 55.586.082 $ | +4.878.184 $ | +9,6 % | |||
| Belpointe Asset Management LLC | 58.887.279 $ | +5.684.430 $ | +10,7 % | 53.202.849 $ | +8.924.235 $ | +20,2 % | 44.278.614 $ | +2.003.952 $ | +4,7 % | 42.274.662 $ | +7.791.387 $ | +22,6 % |
| GeoWealth Management, LLC | 58.879.606 $ | +12.122.289 $ | +25,9 % | 46.757.317 $ | -2.150.440 $ | -4,4 % | 48.907.757 $ | -5.907.916 $ | -10,8 % | 54.815.673 $ | -209.521 $ | -0,4 % |
| VICUS CAPITAL | 58.833.807 $ | +8.440.647 $ | +16,7 % | 50.393.160 $ | +6.423.656 $ | +14,6 % | 43.969.504 $ | +312.054 $ | +0,7 % | 43.657.450 $ | -928.564 $ | -2,1 % |
| Decker Wealth Management LLC | 51.394.984 $ | -6.174.457 $ | -10,7 % | 57.569.441 $ | -1.216.969 $ | -2,1 % | 58.786.410 $ | |||||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 58.782.467 $ | +9.434.804 $ | +19,1 % | 49.347.663 $ | ||||||||
| Goldstone Financial Group, LLC | 52.154.427 $ | -4.743.217 $ | -8,3 % | 56.897.644 $ | -1.859.544 $ | -3,2 % | 58.757.188 $ | +1.982.162 $ | +3,5 % | 56.775.026 $ | +2.394.335 $ | +4,4 % |
| Southern Financial Group, LLC | 58.495.415 $ | +5.551.237 $ | +10,5 % | 52.944.178 $ | +2.018.569 $ | +4,0 % | 50.925.609 $ | |||||
| Chan Zuckerberg Initiative, LLC | 58.486.614 $ | +9.241.789 $ | +18,8 % | 49.244.825 $ | -2.668.912 $ | -5,1 % | 51.913.737 $ | |||||
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 58.433.957 $ | +4.389.931 $ | +8,1 % | |||||||||
| Foguth Wealth Management, LLC. | 58.304.212 $ | +4.689.004 $ | +8,7 % | 53.615.208 $ | +27.599.718 $ | +106,1 % | 26.015.490 $ | +6.407.765 $ | +32,7 % | |||
| Interchange Capital Partners, LLC | 39.105.088 $ | +14.321.151 $ | +57,8 % | 24.783.937 $ | -33.515.398 $ | -57,5 % | 58.299.335 $ | +787.948 $ | +1,4 % | 57.511.387 $ | +3.805.349 $ | +7,1 % |
| Annex Advisory Services, LLC | 58.298.799 $ | +12.336.352 $ | +26,8 % | 45.962.447 $ | +41.521.838 $ | +935,0 % | 4.440.609 $ | -221.490 $ | -4,8 % | 4.662.099 $ | -136.818 $ | -2,9 % |
| Crusonia Wealth Advisors LLC | 58.238.735 $ | +8.569.197 $ | +17,3 % | 49.669.538 $ | +2.522.786 $ | +5,4 % | 47.146.752 $ | |||||
| BANK OF NOVA SCOTIA | 58.210.831 $ | +57.062.243 $ | +4.968,0 % | 1.148.588 $ | -12.026.762 $ | -91,3 % | 13.175.350 $ | -73.180.965 $ | -84,7 % | |||
| Spectrum Wealth Advisory Group, LLC | 24.639.828 $ | -16.901.117 $ | -40,7 % | 41.540.945 $ | -16.649.550 $ | -28,6 % | 58.190.495 $ | +32.708.658 $ | +128,4 % | 25.481.837 $ | +1.804.874 $ | +7,6 % |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 57.996.682 $ | +9.134.870 $ | +18,7 % | 48.861.812 $ | -2.731.109 $ | -5,3 % | 51.592.921 $ | -505.318 $ | -1,0 % | 52.098.239 $ | +4.245.693 $ | +8,9 % |
| Provident Wealth Management, LLC | 57.977.851 $ | +1.135.813 $ | +2,0 % | 56.842.038 $ | +1.964.474 $ | +3,6 % | 54.877.564 $ | +2.728.150 $ | +5,2 % | 52.149.414 $ | +2.877.080 $ | +5,8 % |
| Pacer Advisors, Inc. | 57.855.000 $ | +2.613.000 $ | +4,7 % | 55.242.000 $ | +3.000.848 $ | +5,7 % | 52.241.152 $ | +791.838 $ | +1,5 % | 51.449.314 $ | -114.671 $ | -0,2 % |
| Wealth Advisors of Iowa, LLC | 57.820.956 $ | +20.445.784 $ | +54,7 % | 37.375.172 $ | -8.878.979 $ | -19,2 % | 46.254.151 $ | -84.245 $ | -0,2 % | 46.338.396 $ | ||
| RPg Family Wealth Advisory, LLC | 57.689.394 $ | +24.257.819 $ | +72,6 % | 33.431.575 $ | +781.933 $ | +2,4 % | 32.649.642 $ | +11.430.520 $ | +53,9 % | 21.219.122 $ | -6.018.586 $ | -22,1 % |
| MONECO ADVISORS, LLC | 41.302.224 $ | +3.960.428 $ | +10,6 % | 37.341.796 $ | +2.644.424 $ | +7,6 % | 34.697.372 $ | -22.685.959 $ | -39,5 % | 57.383.331 $ | +3.021.910 $ | +5,6 % |
| Tulsa Wealth Advisors, INC | 54.049.801 $ | -3.290.639 $ | -5,7 % | 57.340.440 $ | ||||||||
| TOBIAS FINANCIAL ADVISORS, INC. | 57.306.221 $ | +6.182.028 $ | +12,1 % | 51.124.193 $ | +3.806.665 $ | +8,0 % | 47.317.528 $ | +4.014.831 $ | +9,3 % | 43.302.697 $ | +22.972.162 $ | +113,0 % |
| GREAT LAKES ADVISORS, LLC | 57.223.290 $ | +6.662.112 $ | +13,2 % | 50.561.178 $ | +9.854.454 $ | +24,2 % | 40.706.724 $ | +1.866.847 $ | +4,8 % | 38.839.877 $ | +6.184.780 $ | +18,9 % |
| Larson Financial Group LLC | 46.056.189 $ | -11.124.815 $ | -19,5 % | 57.181.004 $ | +13.416.097 $ | +30,7 % | 43.764.907 $ | +2.118.412 $ | +5,1 % | 41.646.495 $ | +366.745 $ | +0,9 % |
| Sterling Capital Management LLC | 37.329.321 $ | +5.279.544 $ | +16,5 % | 32.049.777 $ | -385.958 $ | -1,2 % | 32.435.735 $ | -24.679.388 $ | -43,2 % | 57.115.123 $ | +3.703.037 $ | +6,9 % |
| Archford Capital Strategies, LLC | 56.899.462 $ | +9.782.017 $ | +20,8 % | 47.117.445 $ | +9.180.939 $ | +24,2 % | 37.936.506 $ | +2.914.225 $ | +8,3 % | 35.022.281 $ | +10.905.346 $ | +45,2 % |
| Acorns Advisers, LLC | 56.840.000 $ | +732.000 $ | +1,3 % | 56.108.000 $ | +3.270.000 $ | +6,2 % | 52.838.000 $ | +1.178.000 $ | +2,3 % | 51.660.000 $ | +935.000 $ | +1,8 % |
| Rosenberg Matthew Hamilton | 56.512.124 $ | -294.054 $ | -0,5 % | 56.806.178 $ | +1.563.480 $ | +2,8 % | 55.242.698 $ | +2.502.111 $ | +4,7 % | 52.740.587 $ | +5.195.605 $ | +10,9 % |
| Glenmede Investment Management, LP | 56.797.677 $ | +2.560.457 $ | +4,7 % | |||||||||
| Jupiter Topco LLC | 56.767.104 $ | |||||||||||
| Smartleaf Asset Management LLC | 56.585.993 $ | +7.874.336 $ | +16,2 % | 48.711.657 $ | +6.276.309 $ | +14,8 % | 42.435.348 $ | +15.154.928 $ | +55,6 % | 27.280.420 $ | +9.429.882 $ | +52,8 % |
| Whitaker-Myers Wealth Managers, LTD. | 56.575.951 $ | +14.167.861 $ | +33,4 % | 42.408.090 $ | +772.182 $ | +1,9 % | 41.635.908 $ | -1.003.116 $ | -2,4 % | 42.639.024 $ | +21.910.714 $ | +105,7 % |
| Naviter Wealth, LLC | 56.441.433 $ | +16.743.064 $ | +42,2 % | 39.698.369 $ | +9.800.297 $ | +32,8 % | 29.898.072 $ | -12.019.702 $ | -28,7 % | 41.917.774 $ | -7.333.641 $ | -14,9 % |
| MILESTONE ASSET MANAGEMENT, LLC | 56.390.218 $ | +3.759.313 $ | +7,1 % | 52.630.905 $ | +3.564.246 $ | +7,3 % | 49.066.659 $ | -5.201.867 $ | -9,6 % | 54.268.526 $ | +2.808.597 $ | +5,5 % |
| Icon Wealth Advisors, LLC | 49.943.424 $ | -6.288.456 $ | -11,2 % | 56.231.880 $ | +9.500.852 $ | +20,3 % | 46.731.028 $ | +12.308.620 $ | +35,8 % | |||
| Teamwork Financial Advisors, LLC | 29.790.927 $ | +1.935.821 $ | +6,9 % | 27.855.106 $ | -2.878.338 $ | -9,4 % | 30.733.444 $ | -25.463.732 $ | -45,3 % | 56.197.176 $ | -44.066.195 $ | -44,0 % |
| Financial Enhancement Group LLC | 56.137.908 $ | +8.056.225 $ | +16,8 % | 48.081.683 $ | +5.078.224 $ | +11,8 % | 43.003.459 $ | +3.640.907 $ | +9,2 % | 39.362.552 $ | +2.097.853 $ | +5,6 % |
| LPWM LLC | 55.999.152 $ | +5.687.398 $ | +11,3 % | 50.311.754 $ | +27.660.990 $ | +122,1 % | 22.650.764 $ | -1.373.931 $ | -5,7 % | 24.024.695 $ | +626.289 $ | +2,7 % |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.794.326 $ | +316.181 $ | +21,4 % | 1.478.145 $ | +22.184 $ | +1,5 % | 1.455.961 $ | -54.535.024 $ | -97,4 % | 55.990.985 $ | -3.582.684 $ | -6,0 % |
| FORM Wealth Advisors, LLC | 50.034.579 $ | -5.796.918 $ | -10,4 % | 55.831.497 $ | +19.524.861 $ | +53,8 % | 36.306.636 $ | +2.397.830 $ | +7,1 % | |||
| Rehmann Capital Advisory Group | 55.813.528 $ | +8.445.715 $ | +17,8 % | 47.367.813 $ | -8.202.244 $ | -14,8 % | 55.570.057 $ | +719.029 $ | +1,3 % | 54.851.028 $ | +3.729.592 $ | +7,3 % |
| United Advisor Group, LLC | 55.799.541 $ | +7.010.696 $ | +14,4 % | 48.788.845 $ | +149.808 $ | +0,3 % | 48.639.037 $ | +2.649.402 $ | +5,8 % | 45.989.635 $ | +6.046.664 $ | +15,1 % |
| GenTrust, LLC | 55.650.352 $ | +7.529.319 $ | +15,6 % | 48.121.033 $ | +1.588.053 $ | +3,4 % | 46.532.980 $ | -170.349 $ | -0,4 % | 46.703.329 $ | +1.196.920 $ | +2,6 % |
| Richmond Investment Services, LLC | 37.654.240 $ | -17.948.109 $ | -32,3 % | 55.602.349 $ | +7.140.848 $ | +14,7 % | 48.461.501 $ | +4.217.582 $ | +9,5 % | 44.243.919 $ | -1.414.612 $ | -3,1 % |
| Wealthspire Retirement, LLC | 55.585.174 $ | +15.830.533 $ | +39,8 % | 39.754.641 $ | -11.172.867 $ | -21,9 % | 50.927.508 $ | -154.456 $ | -0,3 % | 51.081.964 $ | +1.935.366 $ | +3,9 % |
| Davidson Capital Management Inc. | 55.390.658 $ | +13.752.616 $ | +33,0 % | 41.638.042 $ | -6.700.636 $ | -13,9 % | 48.338.678 $ | +2.212.956 $ | +4,8 % | 46.125.722 $ | +2.591.634 $ | +6,0 % |
| Advocacy Wealth Management, LLC | 7.429.466 $ | -47.959.127 $ | -86,6 % | 55.388.593 $ | +3.396.199 $ | +6,5 % | 51.992.394 $ | +10.418.922 $ | +25,1 % | 41.573.472 $ | +6.421.676 $ | +18,3 % |
| AJ Advisors, LLC | 55.319.768 $ | +5.962.488 $ | +12,1 % | 49.357.280 $ | +1.637.597 $ | +3,4 % | 47.719.683 $ | +4.062.310 $ | +9,3 % | 43.657.373 $ | +2.909.785 $ | +7,1 % |
| Everest Financial Group LLC | 55.261.676 $ | +5.478.163 $ | +11,0 % | 49.783.513 $ | +8.629.198 $ | +21,0 % | 41.154.315 $ | |||||
| Pinnacle Wealth Management Advisory Group, LLC | 55.224.291 $ | +7.012.259 $ | +14,5 % | 48.212.032 $ | +1.956.214 $ | +4,2 % | 46.255.818 $ | +1.993.443 $ | +4,5 % | 44.262.375 $ | +3.857.037 $ | +9,5 % |
| Allianz Asset Management GmbH | 13.925.588 $ | -30.577.413 $ | -68,7 % | 44.503.001 $ | -10.718.183 $ | -19,4 % | 55.221.184 $ | +19.401.283 $ | +54,2 % | |||
| FOUNDERS FINANCIAL SECURITIES LLC | 55.110.044 $ | +3.139.568 $ | +6,0 % | 51.970.476 $ | -1.056.277 $ | -2,0 % | 53.026.753 $ | +5.971.886 $ | +12,7 % | 47.054.867 $ | +4.785.725 $ | +11,3 % |
| TSFG, LLC | 54.859.000 $ | +1.247.000 $ | +2,3 % | 53.612.000 $ | +1.823.000 $ | +3,5 % | 51.789.000 $ | +17.266.000 $ | +50,0 % | 34.523.000 $ | +1.870.000 $ | +5,7 % |
| Capital Advisors Wealth Management, LLC | 54.844.726 $ | +3.098.076 $ | +6,0 % | 51.746.650 $ | +15.645.439 $ | +43,3 % | 36.101.211 $ | +6.476.661 $ | +21,9 % | 29.624.550 $ | -3.593.197 $ | -10,8 % |
| Schneider Downs Wealth Management Advisors, LP | 54.507.092 $ | +9.315.853 $ | +20,6 % | 45.191.239 $ | +3.075.349 $ | +7,3 % | 42.115.890 $ | +2.231.478 $ | +5,6 % | 39.884.412 $ | +4.690.626 $ | +13,3 % |
| SageGuard Financial Group, LLC | 52.676.341 $ | +4.126.355 $ | +8,5 % | 48.549.986 $ | -5.917.469 $ | -10,9 % | 54.467.455 $ | |||||
| Paragon Advisors, LLC | 11.981.550 $ | -7.905.175 $ | -39,8 % | 19.886.725 $ | +11.023.819 $ | +124,4 % | 8.862.906 $ | -45.567.021 $ | -83,7 % | 54.429.927 $ | +34.485.398 $ | +172,9 % |
| Apella Capital, LLC | 52.403.299 $ | -1.991.752 $ | -3,7 % | 54.395.051 $ | +16.355.196 $ | +43,0 % | 38.039.855 $ | +799.688 $ | +2,1 % | 37.240.167 $ | +15.951.928 $ | +74,9 % |
| Uniting Wealth Partners, LLC | 54.057.429 $ | +6.649.730 $ | +14,0 % | 47.407.699 $ | +16.262.710 $ | +52,2 % | 31.144.989 $ | -11.271.706 $ | -26,6 % | 42.416.695 $ | +41.592.724 $ | +5.047,8 % |
| NOMURA ASSET MANAGEMENT CO LTD | 54.055.312 $ | +35.530.917 $ | +191,8 % | 18.524.395 $ | +16.769.839 $ | +955,8 % | 1.754.556 $ | +1.384.562 $ | +374,2 % | 369.994 $ | +58.476 $ | +18,8 % |
| Mainsail Financial Group, LLC | 54.008.491 $ | +8.070.398 $ | +17,6 % | 45.938.093 $ | +2.516.105 $ | +5,8 % | 43.421.988 $ | +5.333.255 $ | +14,0 % | 38.088.733 $ | +2.985.143 $ | +8,5 % |
| Intellus Advisors LLC | 53.923.128 $ | +5.225.841 $ | +10,7 % | 48.697.287 $ | -3.352.329 $ | -6,4 % | 52.049.616 $ | +1.024.936 $ | +2,0 % | 51.024.680 $ | +204.972 $ | +0,4 % |
| SYON CAPITAL LLC | 53.683.932 $ | +7.312.797 $ | +15,8 % | 46.371.135 $ | +10.590.023 $ | +29,6 % | 35.781.112 $ | +952.439 $ | +2,7 % | 34.828.673 $ | +7.133.573 $ | +25,8 % |
| Ascension Capital Advisors, Inc. | 53.582.521 $ | +3.726.393 $ | +7,5 % | 49.856.128 $ | -558.332 $ | -1,1 % | 50.414.460 $ | +3.292.715 $ | +7,0 % | 47.121.745 $ | +2.084.443 $ | +4,6 % |
| Madrona Financial Services, LLC | 53.540.723 $ | +6.078.750 $ | +12,8 % | 47.461.973 $ | +13.749.057 $ | +40,8 % | 33.712.916 $ | +1.339.629 $ | +4,1 % | 32.373.287 $ | +2.079.038 $ | +6,9 % |
| Midwest Trust Co | 53.497.162 $ | +1.967.371 $ | +3,8 % | 51.529.791 $ | +6.604.497 $ | +14,7 % | 44.925.294 $ | +303.877 $ | +0,7 % | 44.621.417 $ | +2.629.813 $ | +6,3 % |
| iA Global Asset Management Inc. | 47.427.000 $ | +5.019.000 $ | +11,8 % | 42.408.000 $ | -11.046.000 $ | -20,7 % | 53.454.000 $ | +620.000 $ | +1,2 % | 52.834.000 $ | +10.352.000 $ | +24,4 % |
| Round Rock Advisors LLC | 53.292.990 $ | +3.274.419 $ | +6,5 % | 50.018.571 $ | +1.012.687 $ | +2,1 % | 49.005.884 $ | +1.310.892 $ | +2,7 % | 47.694.992 $ | -15.237.982 $ | -24,2 % |
| Wealth Enhancement Trust Services, Inc. | 53.261.248 $ | +6.566.082 $ | +14,1 % | 46.695.166 $ | -2.534.975 $ | -5,1 % | 49.230.141 $ | |||||
| Cobblestone Asset Management LLC | 53.102.532 $ | +10.876.181 $ | +25,8 % | 42.226.351 $ | -4.838.809 $ | -10,3 % | 47.065.160 $ | +4.616.439 $ | +10,9 % | 42.448.721 $ | +4.772.800 $ | +12,7 % |
| FIRST CITIZENS BANK & TRUST CO | 52.836.598 $ | +10.528.460 $ | +24,9 % | 42.308.138 $ | +324.261 $ | +0,8 % | 41.983.877 $ | +528.188 $ | +1,3 % | 41.455.689 $ | -1.401.230 $ | -3,3 % |
| Aspire Capital Advisors LLC | 52.654.917 $ | +6.352.352 $ | +13,7 % | 46.302.565 $ | +3.012.243 $ | +7,0 % | 43.290.322 $ | +724.926 $ | +1,7 % | 42.565.396 $ | +2.379.772 $ | +5,9 % |
| Facet Wealth, Inc. | 52.569.315 $ | +6.101.081 $ | +13,1 % | 46.468.234 $ | +6.323.233 $ | +15,8 % | 40.145.001 $ | +3.010.433 $ | +8,1 % | 37.134.568 $ | +2.058.924 $ | +5,9 % |
| SteelPeak Wealth, LLC | 36.882.627 $ | -3.632.018 $ | -9,0 % | 40.514.645 $ | -12.015.330 $ | -22,9 % | 52.529.975 $ | +8.837.162 $ | +20,2 % | 43.692.813 $ | +4.712.399 $ | +12,1 % |
| MPS Loria Financial Planners, LLC | 52.385.658 $ | +8.444.722 $ | +19,2 % | 43.940.936 $ | -1.523.051 $ | -3,4 % | 45.463.987 $ | +563.254 $ | +1,3 % | 44.900.733 $ | +3.985.362 $ | +9,7 % |
| Kathmere Capital Management, LLC | 52.219.206 $ | +6.798.203 $ | +15,0 % | 45.421.003 $ | +929.717 $ | +2,1 % | 44.491.286 $ | +2.272.131 $ | +5,4 % | 42.219.155 $ | +1.344.987 $ | +3,3 % |
| Atlas Legacy Advisors, LLC | 52.113.101 $ | +5.452.987 $ | +11,7 % | 46.660.114 $ | +177.418 $ | +0,4 % | 46.482.696 $ | +4.021.997 $ | +9,5 % | 42.460.699 $ | +3.575.300 $ | +9,2 % |
| Insight Wealth Strategies, LLC | 52.043.888 $ | +16.695.376 $ | +47,2 % | 35.348.512 $ | -326.625 $ | -0,9 % | 35.675.137 $ | +561.045 $ | +1,6 % | 35.114.092 $ | +9.407.974 $ | +36,6 % |
| Vise Technologies, Inc. | 51.942.902 $ | +0 $ | +0,0 % | 51.942.902 $ | +25.713.000 $ | +98,0 % | 26.229.902 $ | +3.769.106 $ | +16,8 % | |||
| VERUS CAPITAL PARTNERS, LLC | 48.827.939 $ | +245.725 $ | +0,5 % | 48.582.214 $ | -3.247.339 $ | -6,3 % | 51.829.553 $ | +7.731.815 $ | +17,5 % | 44.097.738 $ | +1.308.513 $ | +3,1 % |
| Dakota Wealth Management | 47.556.452 $ | -4.166.732 $ | -8,1 % | 51.723.184 $ | +5.544.419 $ | +12,0 % | 46.178.765 $ | +20.773.951 $ | +81,8 % | 25.404.814 $ | +1.730.413 $ | +7,3 % |
| Investment Planning Advisors, Inc. | 51.683.223 $ | +15.413.668 $ | +42,5 % | 36.269.555 $ | +8.558.289 $ | +30,9 % | 27.711.266 $ | -949.686 $ | -3,3 % | 28.660.952 $ | +14.930.637 $ | +108,7 % |
| Legacy Private Trust Co. | 23.257.799 $ | +2.922.479 $ | +14,4 % | 20.335.320 $ | -2.053.632 $ | -9,2 % | 22.388.952 $ | -29.214.743 $ | -56,6 % | 51.603.695 $ | -1.695.831 $ | -3,2 % |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 51.577.140 $ | +4.830.877 $ | +10,3 % | 46.746.263 $ | +20.891.725 $ | +80,8 % | 25.854.538 $ | +2.158.831 $ | +9,1 % | 23.695.707 $ | +7.323.520 $ | +44,7 % |
| Presidio Capital Management, LLC | 51.570.082 $ | +7.675.420 $ | +17,5 % | 43.894.662 $ | +3.965.676 $ | +9,9 % | 39.928.986 $ | +1.262.979 $ | +3,3 % | 38.666.007 $ | +3.824.764 $ | +11,0 % |
| Financial Synergies Wealth Advisors, Inc. | 51.494.679 $ | +5.852.475 $ | +12,8 % | 45.642.204 $ | +733.766 $ | +1,6 % | 44.908.438 $ | +1.869.619 $ | +4,3 % | 43.038.819 $ | +4.177.639 $ | +10,8 % |
| Trek Financial, LLC | 45.659.652 $ | +4.357.352 $ | +10,5 % | 41.302.300 $ | -4.496.073 $ | -9,8 % | 45.798.373 $ | -5.233.742 $ | -10,3 % | 51.032.115 $ | +14.418.575 $ | +39,4 % |
| Tower Research Capital LLC (TRC) | 6.598.930 $ | +2.433.019 $ | +58,4 % | 4.165.911 $ | -18.997.189 $ | -82,0 % | 23.163.100 $ | -27.805.337 $ | -54,6 % | 50.968.437 $ | +37.172.575 $ | +269,4 % |
| Allen Capital Group, LLC | 38.876.917 $ | +1.472.377 $ | +3,9 % | 37.404.540 $ | -13.561.007 $ | -26,6 % | 50.965.547 $ | +3.083.849 $ | +6,4 % | 47.881.698 $ | +3.203.312 $ | +7,2 % |
| SouthState Bank Corp | 50.953.123 $ | +18.927.859 $ | +59,1 % | 32.025.264 $ | +3.066.949 $ | +10,6 % | 28.958.315 $ | +11.708.949 $ | +67,9 % | 17.249.366 $ | -10.844.834 $ | -38,6 % |
| Great Point Wealth Advisors, LLC | 50.943.709 $ | +1.453.209 $ | +2,9 % | 49.490.500 $ | +285.209 $ | +0,6 % | 49.205.291 $ | +2.587.125 $ | +5,5 % | 46.618.166 $ | ||
| Flaharty Asset Management, LLC | 4.680.822 $ | -46.167.284 $ | -90,8 % | 50.848.106 $ | +19.301.738 $ | +61,2 % | 31.546.368 $ | -15.297.332 $ | -32,7 % | 46.843.700 $ | +2.754.083 $ | +6,2 % |
| SPC Financial, Inc. | 50.838.765 $ | +6.841.913 $ | +15,6 % | |||||||||
| Triumph Capital Management | 50.712.523 $ | +2.821.677 $ | +5,9 % | 47.890.846 $ | +6.497.607 $ | +15,7 % | 41.393.239 $ | +3.653.142 $ | +9,7 % | 37.740.097 $ | -1.680.700 $ | -4,3 % |
| McKinney Capital Management, LLC | 50.657.577 $ | +7.228.676 $ | +16,6 % | 43.428.901 $ | ||||||||
| AlphaStar Capital Management, LLC | 50.573.708 $ | +5.899.638 $ | +13,2 % | 44.674.070 $ | -1.196.066 $ | -2,6 % | 45.870.136 $ | -25.847 $ | -0,1 % | 45.895.983 $ | +3.793.729 $ | +9,0 % |
| MCMORGAN & CO LLC | 33.799.089 $ | +11.118.884 $ | +49,0 % | 22.680.205 $ | -27.872.749 $ | -55,1 % | 50.552.954 $ | +7.686.480 $ | +17,9 % | 42.866.474 $ | +6.871.021 $ | +19,1 % |
| TOMPKINS FINANCIAL CORP | 50.437.258 $ | +13.364.030 $ | +36,0 % | 37.073.228 $ | +1.054.806 $ | +2,9 % | 36.018.422 $ | -656.067 $ | -1,8 % | 36.674.489 $ | +30.725.333 $ | +516,5 % |
| Wescott Financial Advisory Group, LLC | 50.390.949 $ | +7.719.493 $ | +18,1 % | 42.671.456 $ | +1.221.782 $ | +2,9 % | 41.449.674 $ | -121.841 $ | -0,3 % | 41.571.515 $ | +2.613.941 $ | +6,7 % |
| Sompo Asset Management Co., Ltd. | 50.329.276 $ | +3.729.301 $ | +8,0 % | 46.599.975 $ | +2.224.894 $ | +5,0 % | 44.375.081 $ | +768.013 $ | +1,8 % | 43.607.068 $ | +3.197.514 $ | +7,9 % |
| Stratos Investment Management, LLC | 5.624.535 $ | -12.283.088 $ | -68,6 % | 17.907.623 $ | -16.343.109 $ | -47,7 % | 34.250.732 $ | -16.005.049 $ | -31,8 % | 50.255.781 $ | -917.193 $ | -1,8 % |
| Rothschild Wealth LLC | 47.837.741 $ | -2.395.015 $ | -4,8 % | 50.232.756 $ | +13.635.990 $ | +37,3 % | 36.596.766 $ | +20.989.822 $ | +134,5 % | 15.606.944 $ | +1.874.254 $ | +13,6 % |
| Trustees of Dartmouth College | 23.648.003 $ | -11.398.024 $ | -32,5 % | 35.046.027 $ | -14.997.784 $ | -30,0 % | 50.043.811 $ | +22.509.027 $ | +81,7 % | 27.534.784 $ | +2.460.253 $ | +9,8 % |
| O'Brien Wealth Partners LLC | 50.041.008 $ | +2.159.164 $ | +4,5 % | 47.881.844 $ | +2.277.484 $ | +5,0 % | ||||||
| McNamara Financial Services, Inc. | 48.627.285 $ | -1.304.765 $ | -2,6 % | 49.932.050 $ | +167.708 $ | +0,3 % | 49.764.342 $ | +1.245.929 $ | +2,6 % | 48.518.413 $ | +3.616.109 $ | +8,1 % |
| SCOTIA CAPITAL INC. | 49.915.690 $ | +3.909.395 $ | +8,5 % | 46.006.295 $ | +9.581.187 $ | +26,3 % | 36.425.108 $ | -1.087.947 $ | -2,9 % | 37.513.055 $ | +3.459.632 $ | +10,2 % |
| Santa Clara Valley Transportation Authority | 49.855.017 $ | +5.832.793 $ | +13,2 % | 44.022.224 $ | +2.005.624 $ | +4,8 % | 42.016.600 $ | +218.837 $ | +0,5 % | 41.797.763 $ | +4.923.375 $ | +13,4 % |
| GPS Wealth Strategies Group, LLC | 6.753.471 $ | -43.054.600 $ | -86,4 % | 49.808.071 $ | +4.478.946 $ | +9,9 % | ||||||
| FIFTH THIRD SECURITIES, INC. | 49.663.025 $ | +4.315.576 $ | +9,5 % | 45.347.449 $ | +1.394.169 $ | +3,2 % | 43.953.280 $ | +3.985.236 $ | +10,0 % | 39.968.044 $ | +102.246 $ | +0,3 % |
| Pacific Life Fund Advisors LLC | 23.046.502 $ | -26.527.753 $ | -53,5 % | 49.574.255 $ | +5.378.718 $ | +12,2 % | 44.195.537 $ | +12.793.952 $ | +40,7 % | 31.401.585 $ | +15.222.419 $ | +94,1 % |
| Avior Wealth Management, LLC | 49.523.251 $ | +17.827.814 $ | +56,2 % | 31.695.437 $ | +1.839.116 $ | +6,2 % | 29.856.321 $ | -5.319.286 $ | -15,1 % | 35.175.607 $ | +9.916.021 $ | +39,3 % |
| Paradiem, LLC | 49.505.450 $ | +47.414.188 $ | +2.267,3 % | 2.091.262 $ | +1.010 $ | +0,0 % | ||||||
| CHAI TRUST CO LLC | 49.482.165 $ | +8.012.721 $ | +19,3 % | 41.469.444 $ | +1.504.196 $ | +3,8 % | 39.965.248 $ | +772.908 $ | +2,0 % | 39.192.340 $ | +3.501.864 $ | +9,8 % |
| Gallagher Fiduciary Advisors, LLC | 46.055.120 $ | -3.407.190 $ | -6,9 % | 49.462.310 $ | +6.201.355 $ | +14,3 % | 43.260.955 $ | -6.303.934 $ | -12,7 % | |||
| HIGHLINE WEALTH PARTNERS LLC | 47.033.346 $ | -2.351.755 $ | -4,8 % | 49.385.101 $ | +6.300.975 $ | +14,6 % | 43.084.126 $ | +9.745.249 $ | +29,2 % | 33.338.877 $ | +1.429.825 $ | +4,5 % |
| Ironwood Wealth Management, LLC. | 49.368.380 $ | +2.429.970 $ | +5,2 % | 46.938.410 $ | +1.852.445 $ | +4,1 % | 45.085.965 $ | +1.638.632 $ | +3,8 % | 43.447.333 $ | +13.735.731 $ | +46,2 % |
| Sowell Financial Services LLC | 49.122.121 $ | -37.015 $ | -0,1 % | 49.159.136 $ | +6.917.615 $ | +16,4 % | 42.241.521 $ | +5.041.152 $ | +13,6 % | 37.200.369 $ | +2.560.575 $ | +7,4 % |
| CAPE COD FIVE CENTS SAVINGS BANK | 49.147.093 $ | +14.039.390 $ | +40,0 % | 35.107.703 $ | +0 $ | +0,0 % | 35.107.703 $ | +0 $ | +0,0 % | |||
| Curi Capital, LLC | 48.967.690 $ | +12.924.767 $ | +35,9 % | 36.042.923 $ | +10.702.610 $ | +42,2 % | 25.340.313 $ | +7.429.148 $ | +41,5 % | 17.911.165 $ | +7.768.823 $ | +76,6 % |
| MAKENA CAPITAL MANAGEMENT LLC | 48.927.126 $ | +651.547 $ | +1,3 % | 48.275.579 $ | +9.382.356 $ | +24,1 % | 38.893.223 $ | -8.822.705 $ | -18,5 % | 47.715.928 $ | +912.038 $ | +1,9 % |
| Peterson Wealth Advisors, LLC | 46.569.749 $ | -2.213.621 $ | -4,5 % | 48.783.370 $ | +1.908.150 $ | +4,1 % | 46.875.220 $ | -5.440.863 $ | -10,4 % | |||
| Total Clarity Wealth Management, Inc. | 48.782.445 $ | +11.238.811 $ | +29,9 % | 37.543.634 $ | +1.820.971 $ | +5,1 % | 35.722.663 $ | +4.188.418 $ | +13,3 % | 31.534.245 $ | +2.064.881 $ | +7,0 % |
| EASTERN BANK | 47.990.937 $ | -762.645 $ | -1,6 % | 48.753.582 $ | +22.833.358 $ | +88,1 % | 25.920.224 $ | +1.155.520 $ | +4,7 % | 24.764.704 $ | +1.888.432 $ | +8,3 % |
| Penserra Capital Management LLC | 48.708.000 $ | +15.075.000 $ | +44,8 % | 33.633.000 $ | +30.350.000 $ | +924,5 % | 3.283.000 $ | -411.000 $ | -11,1 % | |||
| SAX WEALTH ADVISORS, LLC | 48.638.526 $ | +8.968.301 $ | +22,6 % | 39.670.225 $ | -188.774 $ | -0,5 % | 39.858.999 $ | +6.936.169 $ | +21,1 % | 32.922.830 $ | +9.460.334 $ | +40,3 % |
| San Luis Wealth Advisors LLC | 33.090.350 $ | -8.905.840 $ | -21,2 % | 41.996.190 $ | -1.304.896 $ | -3,0 % | 43.301.086 $ | -5.288.669 $ | -10,9 % | 48.589.755 $ | +8.076.755 $ | +19,9 % |
| RETIREMENT INCOME SOLUTIONS, INC | 37.373.175 $ | -36.389 $ | -0,1 % | 37.409.564 $ | +492.491 $ | +1,3 % | 36.917.073 $ | -11.638.794 $ | -24,0 % | 48.555.867 $ | +954.454 $ | +2,0 % |
| Seros Financial, LLC | 48.369.398 $ | +9.467.016 $ | +24,3 % | 38.902.382 $ | -3.815.791 $ | -8,9 % | 42.718.173 $ | +3.241.843 $ | +8,2 % | 39.476.330 $ | +2.271.054 $ | +6,1 % |
| Milestone Investment Advisors LLC | 48.112.839 $ | +8.403.678 $ | +21,2 % | 39.709.161 $ | +239.106 $ | +0,6 % | 39.470.055 $ | +764.810 $ | +2,0 % | 38.705.245 $ | +729.381 $ | +1,9 % |
| ECLECTIC ASSOCIATES INC /ADV | 47.994.935 $ | +9.411.955 $ | +24,4 % | 38.582.980 $ | +704.673 $ | +1,9 % | 37.878.307 $ | +2.405.943 $ | +6,8 % | 35.472.364 $ | +5.004.155 $ | +16,4 % |
| Cornerstone Planning Group LLC | 47.993.909 $ | +961.195 $ | +2,0 % | 47.032.714 $ | +6.970.410 $ | +17,4 % | 40.062.304 $ | +3.282.756 $ | +8,9 % | 36.779.548 $ | -5.638.162 $ | -13,3 % |
| Fortis Group Advisors, LLC | 30.109.448 $ | +2.115.675 $ | +7,6 % | 27.993.773 $ | -4.462.455 $ | -13,7 % | 32.456.228 $ | -15.477.643 $ | -32,3 % | 47.933.871 $ | +5.156.375 $ | +12,1 % |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 47.892.398 $ | +4.080.661 $ | +9,3 % | 43.811.737 $ | +1.055.471 $ | +2,5 % | 42.756.266 $ | +6.928.557 $ | +19,3 % | 35.827.709 $ | -3.131.495 $ | -8,0 % |
| Creekmur Asset Management LLC | 232.794 $ | +74.855 $ | +47,4 % | 157.939 $ | -47.663.678 $ | -99,7 % | 47.821.617 $ | +4.646.075 $ | +10,8 % | |||
| GAMMA Investing LLC | 47.802.057 $ | +15.238.994 $ | +46,8 % | 32.563.063 $ | +5.953.408 $ | +22,4 % | 26.609.655 $ | +4.351.696 $ | +19,6 % | 22.257.959 $ | +5.123.335 $ | +29,9 % |
| B. Riley Wealth Advisors, Inc. | 29.600.104 $ | +3.949.153 $ | +15,4 % | 25.650.951 $ | -22.140.203 $ | -46,3 % | 47.791.154 $ | +1.555.479 $ | +3,4 % | 46.235.675 $ | -1.835.813 $ | -3,8 % |
| KMG FIDUCIARY PARTNERS, LLC | 43.844.912 $ | -3.899.449 $ | -8,2 % | 47.744.361 $ | +529.869 $ | +1,1 % | 47.214.492 $ | -481.469 $ | -1,0 % | 47.695.961 $ | +3.186.087 $ | +7,2 % |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 47.710.186 $ | +6.887.689 $ | +16,9 % | 40.822.497 $ | +1.498.191 $ | +3,8 % | 39.324.306 $ | +1.181.692 $ | +3,1 % | 38.142.614 $ | +2.957.404 $ | +8,4 % |
| Proactive Wealth Strategies LLC | 47.354.473 $ | -250.573 $ | -0,5 % | 47.605.046 $ | +25.123.381 $ | +111,8 % | 22.481.665 $ | +181.636 $ | +0,8 % | 22.300.029 $ | +1.456.029 $ | +7,0 % |
| Ridgepath Capital Management LLC | 18.598.634 $ | -28.917.931 $ | -60,9 % | 47.516.565 $ | +32.382.030 $ | +214,0 % | 15.134.535 $ | +0 $ | +0,0 % | 15.134.535 $ | -1.204.241 $ | -7,4 % |
| Continuum Advisory, LLC | 47.506.556 $ | +6.573.511 $ | +16,1 % | 40.933.045 $ | +2.608.389 $ | +6,8 % | 38.324.656 $ | +398.044 $ | +1,0 % | 37.926.612 $ | +5.887.981 $ | +18,4 % |
| Sovran Advisors, LLC | 43.488.332 $ | -3.961.772 $ | -8,3 % | 47.450.104 $ | +1.693.593 $ | +3,7 % | 45.756.511 $ | -1.056.695 $ | -2,3 % | 46.813.206 $ | -478.424 $ | -1,0 % |
| Coastal Bridge Advisors, LLC | 47.446.633 $ | +2.952.562 $ | +6,6 % | 44.494.071 $ | -251.809 $ | -0,6 % | 44.745.880 $ | -290.448 $ | -0,6 % | 45.036.328 $ | -52.835 $ | -0,1 % |
| Wellspring Financial Advisors, LLC | 47.394.289 $ | +7.851.723 $ | +19,9 % | 39.542.566 $ | +7.201.497 $ | +22,3 % | 32.341.069 $ | +2.487.196 $ | +8,3 % | 29.853.873 $ | +5.069.051 $ | +20,5 % |
| McCarthy & Cox | 608.061 $ | -46.632.684 $ | -98,7 % | 47.240.745 $ | +3.224.249 $ | +7,3 % | ||||||
| Ignite Planners, LLC | 47.130.916 $ | +4.895.208 $ | +11,6 % | 42.235.708 $ | -301.638 $ | -0,7 % | 42.537.346 $ | +5.726.892 $ | +15,6 % | 36.810.454 $ | +1.771.379 $ | +5,1 % |
| BLB&B Advisors, LLC | 46.746.320 $ | +7.314.332 $ | +18,5 % | 39.431.988 $ | +953.650 $ | +2,5 % | 38.478.338 $ | +355.803 $ | +0,9 % | 38.122.535 $ | +2.309.664 $ | +6,4 % |
| River Wealth Advisors LLC | 46.684.699 $ | +8.089.264 $ | +21,0 % | 38.595.435 $ | +1.825.576 $ | +5,0 % | 36.769.859 $ | +869.284 $ | +2,4 % | 35.900.575 $ | +4.105.819 $ | +12,9 % |
| Summit Investment Advisory Services, LLC | 46.654.890 $ | +7.092.979 $ | +17,9 % | 39.561.911 $ | -1.068.998 $ | -2,6 % | 40.630.909 $ | +1.915.769 $ | +4,9 % | 38.715.140 $ | +3.472.731 $ | +9,9 % |
| Bryn Mawr Trust Advisors, LLC | 42.396.696 $ | -638.818 $ | -1,5 % | 43.035.514 $ | -2.249.925 $ | -5,0 % | 45.285.439 $ | -1.351.619 $ | -2,9 % | 46.637.058 $ | +253.786 $ | +0,5 % |
| Angeles Investment Advisors, LLC | 46.154.720 $ | +28.225.482 $ | +157,4 % | 17.929.238 $ | +485.648 $ | +2,8 % | 17.443.590 $ | |||||
| Frisch Financial Group, Inc. | 23.469.350 $ | +497.417 $ | +2,2 % | 22.971.933 $ | -10.805.094 $ | -32,0 % | 33.777.027 $ | -12.350.442 $ | -26,8 % | 46.127.469 $ | -5.568.531 $ | -10,8 % |
| STOCK YARDS BANK & TRUST CO | 46.103.384 $ | +1.818.823 $ | +4,1 % | 44.284.561 $ | +16.911.125 $ | +61,8 % | 27.373.436 $ | +7.661.654 $ | +38,9 % | 19.711.782 $ | +14.930.851 $ | +312,3 % |
| TruWealth Advisors, LLC | 25.199.481 $ | -329.969 $ | -1,3 % | 25.529.450 $ | -20.553.335 $ | -44,6 % | 46.082.785 $ | +57.975 $ | +0,1 % | |||
| Alpha Omega Wealth Management LLC | 45.710.220 $ | -349.980 $ | -0,8 % | 46.060.200 $ | +382.002 $ | +0,8 % | 45.678.198 $ | +432.847 $ | +1,0 % | 45.245.351 $ | +2.378.531 $ | +5,5 % |
| Litman Gregory Wealth Management LLC | 45.207.086 $ | -676.701 $ | -1,5 % | 45.883.787 $ | +3.866.833 $ | +9,2 % | ||||||
| Garden State Investment Advisory Services LLC | 45.842.738 $ | +4.975.322 $ | +12,2 % | 40.867.416 $ | +2.114.197 $ | +5,5 % | 38.753.219 $ | +3.432.873 $ | +9,7 % | 35.320.346 $ | +4.424.400 $ | +14,3 % |
| Proficio Capital Partners LLC | 45.728.118 $ | +19.540.911 $ | +74,6 % | 26.187.207 $ | +11.101.659 $ | +73,6 % | 15.085.548 $ | -2.955.436 $ | -16,4 % | 18.040.984 $ | +5.797.794 $ | +47,4 % |
| Tortoise Investment Management, LLC | 45.461.366 $ | +4.260.392 $ | +10,3 % | 41.200.974 $ | -3.971.260 $ | -8,8 % | 45.172.234 $ | -511.023 $ | -1,1 % | 45.683.257 $ | +3.596.489 $ | +8,5 % |
| KPP Advisory Services LLC | 45.656.266 $ | +5.747.654 $ | +14,4 % | 39.908.612 $ | +3.113.504 $ | +8,5 % | 36.795.108 $ | +2.836.619 $ | +8,4 % | 33.958.489 $ | +17.177.586 $ | +102,4 % |
| Ballast, Inc. | 45.379.923 $ | +4.713.705 $ | +11,6 % | 40.666.218 $ | +803.431 $ | +2,0 % | 39.862.787 $ | -5.730.053 $ | -12,6 % | 45.592.840 $ | +3.056.566 $ | +7,2 % |
| MEMBERS CAPITAL ADVISORS INC | 45.513.000 $ | +20.401.650 $ | +81,2 % | 25.111.350 $ | +24.750 $ | +0,1 % | ||||||
| FSM Wealth Advisors, LLC | 43.413.222 $ | +3.270.032 $ | +8,1 % | 40.143.190 $ | -5.282.558 $ | -11,6 % | 45.425.748 $ | +1.775.557 $ | +4,1 % | 43.650.191 $ | +1.257.363 $ | +3,0 % |
| Rollins Financial Advisors, LLC | 45.317.540 $ | +11.448.420 $ | +33,8 % | 33.869.120 $ | +1.888.045 $ | +5,9 % | 31.981.075 $ | +3.564.827 $ | +12,5 % | 28.416.248 $ | +1.522.004 $ | +5,7 % |
| StrongBox Wealth, LLC | 45.305.339 $ | +1.125.914 $ | +2,5 % | 44.179.425 $ | +1.219.186 $ | +2,8 % | 42.960.239 $ | +1.483.471 $ | +3,6 % | 41.476.768 $ | +469.388 $ | +1,1 % |
| Cyndeo Wealth Partners, LLC | 45.282.629 $ | +2.454.117 $ | +5,7 % | 42.828.512 $ | +10.222.319 $ | +31,4 % | 32.606.193 $ | +1.116.936 $ | +3,5 % | 31.489.257 $ | +894.596 $ | +2,9 % |
| JFS WEALTH ADVISORS, LLC | 45.272.167 $ | +4.091.983 $ | +9,9 % | 41.180.184 $ | +1.023.709 $ | +2,5 % | 40.156.475 $ | +534.901 $ | +1,4 % | 39.621.574 $ | +4.885.339 $ | +14,1 % |
| U.S. Capital Wealth Advisors, LLC | 45.222.725 $ | +4.763.844 $ | +11,8 % | 40.458.881 $ | +1.494.384 $ | +3,8 % | 38.964.497 $ | +1.736.172 $ | +4,7 % | |||
| Alaska Wealth Advisors, LLC | 45.209.941 $ | +6.570.309 $ | +17,0 % | 38.639.632 $ | +5.156.517 $ | +15,4 % | 33.483.115 $ | -114.490 $ | -0,3 % | 33.597.605 $ | +3.602.863 $ | +12,0 % |
| LMCG INVESTMENTS, LLC | 45.184.402 $ | +4.974.794 $ | +12,4 % | 40.209.608 $ | +2.165.740 $ | +5,7 % | 38.043.868 $ | -192.172 $ | -0,5 % | 38.236.040 $ | +6.739.378 $ | +21,4 % |
| SIERRA OCEAN, LLC | 45.116.695 $ | +10.722.107 $ | +31,2 % | 34.394.588 $ | +602.571 $ | +1,8 % | 33.792.017 $ | +1.335.863 $ | +4,1 % | 32.456.154 $ | +4.393.971 $ | +15,7 % |
| AA Financial Advisors, LLC | 45.028.074 $ | +12.822.220 $ | +39,8 % | 32.205.854 $ | +11.937.503 $ | +58,9 % | 20.268.351 $ | +3.895.220 $ | +23,8 % | 16.373.131 $ | +1.011.535 $ | +6,6 % |
| TD Capital Management LLC | 44.995.727 $ | +3.118.866 $ | +7,4 % | 41.876.861 $ | +232.508 $ | +0,6 % | 41.644.353 $ | +965.736 $ | +2,4 % | 40.678.617 $ | +2.894.753 $ | +7,7 % |
| Principle Wealth Partners LLC | 44.983.760 $ | +5.074.988 $ | +12,7 % | 39.908.772 $ | -113.435 $ | -0,3 % | 40.022.207 $ | +233.321 $ | +0,6 % | 39.788.886 $ | -2.403.983 $ | -5,7 % |
| Centurion Wealth Management LLC | 32.907.348 $ | -2.841.387 $ | -7,9 % | 35.748.735 $ | -9.140.902 $ | -20,4 % | 44.889.637 $ | +3.231.741 $ | +7,8 % | 41.657.896 $ | +3.822.195 $ | +10,1 % |
| RTD Financial Advisors, Inc. | 43.256.201 $ | +1.574.599 $ | +3,8 % | 41.681.602 $ | +303.397 $ | +0,7 % | 41.378.205 $ | -3.472.162 $ | -7,7 % | 44.850.367 $ | +2.302.698 $ | +5,4 % |
| 1832 Asset Management L.P. | 44.815.549 $ | +15.354.876 $ | +52,1 % | 29.460.673 $ | +10.444.255 $ | +54,9 % | 19.016.418 $ | -154.292 $ | -0,8 % | 19.170.710 $ | +1.033.246 $ | +5,7 % |
| Argent Trust Co | 44.633.986 $ | +7.210.328 $ | +19,3 % | 37.423.658 $ | +3.610.476 $ | +10,7 % | 33.813.182 $ | +562.461 $ | +1,7 % | 33.250.721 $ | +103.293 $ | +0,3 % |
| RENAISSANCE TECHNOLOGIES LLC | 20.153.571 $ | -24.430.306 $ | -54,8 % | 44.583.877 $ | +32.168.461 $ | +259,1 % | 12.415.416 $ | -23.580.846 $ | -65,5 % | 35.996.262 $ | -48.671.247 $ | -57,5 % |
| Ascent Group, LLC | 44.458.481 $ | +3.739.461 $ | +9,2 % | 40.719.020 $ | -618.661 $ | -1,5 % | 41.337.681 $ | +11.150.418 $ | +36,9 % | 30.187.263 $ | +800.115 $ | +2,7 % |
| UNION SAVINGS BANK | 44.368.105 $ | +7.604.015 $ | +20,7 % | 36.764.090 $ | +534.381 $ | +1,5 % | 36.229.709 $ | +2.658.156 $ | +7,9 % | |||
| Sage Mountain Advisors LLC | 44.340.588 $ | +3.853.786 $ | +9,5 % | 40.486.802 $ | -2.140.427 $ | -5,0 % | 42.627.229 $ | +30.221.670 $ | +243,6 % | 12.405.559 $ | +354.972 $ | +2,9 % |
| Oakworth Capital, Inc. | 44.329.618 $ | +1.774.180 $ | +4,2 % | 42.555.438 $ | +445.572 $ | +1,1 % | 42.109.866 $ | +2.723.353 $ | +6,9 % | 39.386.513 $ | +1.145.164 $ | +3,0 % |
| Roof Eidam Maycock Peralta, LLC | 44.205.188 $ | +5.984.722 $ | +15,7 % | 38.220.466 $ | +1.489.515 $ | +4,1 % | 36.730.951 $ | +8.466.478 $ | +30,0 % | 28.264.473 $ | -18.303.703 $ | -39,3 % |
| Curran Financial Partners, LLC | 43.933.696 $ | +5.829.601 $ | +15,3 % | 38.104.095 $ | +3.209.593 $ | +9,2 % | 34.894.502 $ | +4.049.296 $ | +13,1 % | 30.845.206 $ | +5.970.202 $ | +24,0 % |
| Sterling Financial Group, Inc. | 43.870.652 $ | +3.240.230 $ | +8,0 % | |||||||||
| Daiwa Securities Group Inc. | 43.638.464 $ | +10.528.686 $ | +31,8 % | 33.109.778 $ | +6.351.778 $ | +23,7 % | 26.758.000 $ | +6.232.000 $ | +30,4 % | 20.526.000 $ | +5.135.000 $ | +33,4 % |
| Jacobi Capital Management LLC | 43.526.905 $ | +3.414.656 $ | +8,5 % | 40.112.249 $ | +5.628.218 $ | +16,3 % | 34.484.031 $ | +7.559.824 $ | +28,1 % | 26.924.207 $ | +13.504.461 $ | +100,6 % |
| Oxford Wealth Group, LLC | 43.510.552 $ | +8.924.639 $ | +25,8 % | 34.585.913 $ | -5.145.371 $ | -13,0 % | 39.731.284 $ | |||||
| WELCH & FORBES LLC | 40.782.732 $ | -2.702.764 $ | -6,2 % | 43.485.496 $ | +4.074.196 $ | +10,3 % | 39.411.300 $ | -953.381 $ | -2,4 % | 40.364.681 $ | +470.409 $ | +1,2 % |
| Pathway Financial Advisors LLC | 43.477.324 $ | +5.955.553 $ | +15,9 % | 37.521.771 $ | +3.145.786 $ | +9,2 % | 34.375.985 $ | +4.136.504 $ | +13,7 % | 30.239.481 $ | +6.741.006 $ | +28,7 % |
| Colonial River Investments, LLC | 36.637.175 $ | +1.840.099 $ | +5,3 % | 34.797.076 $ | -8.627.268 $ | -19,9 % | 43.424.344 $ | +1.833.195 $ | +4,4 % | 41.591.149 $ | +7.013.110 $ | +20,3 % |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 43.327.785 $ | +22.680.485 $ | +109,8 % | 20.647.300 $ | +321.732 $ | +1,6 % | 20.325.568 $ | -6.198 $ | -0,0 % | 20.331.766 $ | +1.579.616 $ | +8,4 % |
| Pacific Center for Financial Services | 43.236.887 $ | +5.252.354 $ | +13,8 % | 37.984.533 $ | -1.477.390 $ | -3,7 % | 39.461.923 $ | +0 $ | +0,0 % | 39.461.923 $ | +2.694.566 $ | +7,3 % |
| Lifestyle Asset Management, Inc. | 21.845.719 $ | +1.661.964 $ | +8,2 % | 20.183.755 $ | -11.794.414 $ | -36,9 % | 31.978.169 $ | -11.238.867 $ | -26,0 % | 43.217.036 $ | +7.247.593 $ | +20,1 % |
| WEALTH MANAGEMENT RESOURCES, INC. | 43.157.017 $ | +10.190.899 $ | +30,9 % | 32.966.118 $ | +31.107 $ | +0,1 % | 32.935.011 $ | -5.784.449 $ | -14,9 % | 38.719.460 $ | +1.785.416 $ | +4,8 % |
| Rise Advisors, LLC | 43.073.300 $ | +7.431.304 $ | +20,8 % | 35.641.996 $ | +1.908.357 $ | +5,7 % | 33.733.639 $ | +31.725.830 $ | +1.580,1 % | 2.007.809 $ | -458.272 $ | -18,6 % |
| Walkner Condon Financial Advisors LLC | 43.049.858 $ | +4.443.307 $ | +11,5 % | 38.606.551 $ | +489.151 $ | +1,3 % | 38.117.400 $ | +6.255.435 $ | +19,6 % | 31.861.965 $ | +4.531.322 $ | +16,6 % |
| Jefferies Financial Group Inc. | 42.901.814 $ | +3.170.372 $ | +8,0 % | 39.731.442 $ | +11.471.011 $ | +40,6 % | 28.260.431 $ | +2.732.955 $ | +10,7 % | 25.527.476 $ | -457.289 $ | -1,8 % |
| LOWE BROCKENBROUGH & CO INC | 42.661.393 $ | +8.452.810 $ | +24,7 % | 34.208.583 $ | +1.400.447 $ | +4,3 % | 32.808.136 $ | +2.889.022 $ | +9,7 % | 29.919.114 $ | +4.134.192 $ | +16,0 % |
| IMC-Chicago, LLC | 42.505.762 $ | +29.520.094 $ | +227,3 % | 12.985.668 $ | +12.318.160 $ | +1.845,4 % | 667.508 $ | -13.080.745 $ | -95,1 % | 13.748.253 $ | ||
| tru Independence LLC | 42.371.354 $ | +6.750.011 $ | +18,9 % | 35.621.343 $ | +578.010 $ | +1,6 % | 35.043.333 $ | +2.367.234 $ | +7,2 % | 32.676.099 $ | +3.914.763 $ | +13,6 % |
| Fifth Third Wealth Advisors LLC | 42.364.582 $ | +6.724.733 $ | +18,9 % | 35.639.849 $ | +5.429.842 $ | +18,0 % | 30.210.007 $ | +5.362.542 $ | +21,6 % | 24.847.465 $ | +4.219.463 $ | +20,5 % |
| Hibernia Wealth Partners, LLC | 23.264.664 $ | -18.350.917 $ | -44,1 % | 41.615.581 $ | -662.094 $ | -1,6 % | 42.277.675 $ | +21.543.168 $ | +103,9 % | 20.734.507 $ | -16.427.044 $ | -44,2 % |
| CUTLER INVESTMENT COUNSEL LLC | 42.146.132 $ | +4.300.065 $ | +11,4 % | 37.846.067 $ | -611.230 $ | -1,6 % | 38.457.297 $ | +609.375 $ | +1,6 % | 37.847.922 $ | +4.154.423 $ | +12,3 % |
| HUNTINGTON NATIONAL BANK | 42.135.521 $ | +798.939 $ | +1,9 % | 41.336.582 $ | +24.635.907 $ | +147,5 % | 16.700.675 $ | +940.630 $ | +6,0 % | 15.760.045 $ | +3.899.253 $ | +32,9 % |
| Cascade Financial Partners, LLC | 42.125.332 $ | +6.815.114 $ | +19,3 % | 35.310.218 $ | +1.242.990 $ | +3,6 % | 34.067.228 $ | +820.486 $ | +2,5 % | 33.246.742 $ | +3.434.239 $ | +11,5 % |
| WealthPLAN Partners, LLC | 31.234.472 $ | -762.774 $ | -2,4 % | 31.997.246 $ | -7.150.459 $ | -18,3 % | 39.147.705 $ | -2.948.007 $ | -7,0 % | 42.095.712 $ | -90.234 $ | -0,2 % |
| SMITH CHAS P & ASSOCIATES PA CPAS | 41.915.745 $ | +964.841 $ | +2,4 % | 40.950.904 $ | +17.246.918 $ | +72,8 % | 23.703.986 $ | -14.032.397 $ | -37,2 % | |||
| PYA Waltman Capital, LLC | 35.779.112 $ | +6.141.939 $ | +20,7 % | 29.637.173 $ | -12.244.778 $ | -29,2 % | 41.881.951 $ | +10.204.664 $ | +32,2 % | 31.677.287 $ | +6.162.947 $ | +24,2 % |
| CFS Investment Advisory Services, LLC | 27.458.821 $ | -6.285.217 $ | -18,6 % | 33.744.038 $ | -8.125.957 $ | -19,4 % | 41.869.995 $ | +5.498.897 $ | +15,1 % | 36.371.098 $ | -1.112.902 $ | -3,0 % |
| ALTFEST L J & CO INC | 40.606.822 $ | -1.256.024 $ | -3,0 % | 41.862.846 $ | +20.197.985 $ | +93,2 % | 21.664.861 $ | -616.002 $ | -2,8 % | 22.280.863 $ | -12.452.250 $ | -35,9 % |
| HCR Wealth Advisors | 41.841.355 $ | +4.525.130 $ | +12,1 % | 37.316.225 $ | +592.764 $ | +1,6 % | 36.723.461 $ | +844.249 $ | +2,4 % | 35.879.212 $ | +3.951.336 $ | +12,4 % |
| Chris Bulman Inc | 41.355.720 $ | +6.706.112 $ | +19,4 % | 34.649.608 $ | +6.438.785 $ | +22,8 % | 28.210.823 $ | +5.065.233 $ | +21,9 % | 23.145.590 $ | +5.619.590 $ | +32,1 % |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41.334.128 $ | +27.266.439 $ | +193,8 % | 14.067.689 $ | -5.248.562 $ | -27,2 % | 19.316.251 $ | -1.221.257 $ | -5,9 % | 20.537.508 $ | +7.488.247 $ | +57,4 % |
| SG Americas Securities, LLC | 41.312.000 $ | +30.768.000 $ | +291,8 % | 10.544.000 $ | -20.187.000 $ | -65,7 % | 30.731.000 $ | +24.862.000 $ | +423,6 % | 5.869.000 $ | +448.000 $ | +8,3 % |
| MBM WEALTH CONSULTANTS, LLC | 41.155.357 $ | +4.690.633 $ | +12,9 % | 36.464.724 $ | +1.042.199 $ | +2,9 % | 35.422.525 $ | +2.228.693 $ | +6,7 % | 33.193.832 $ | +3.947.493 $ | +13,5 % |
| Key Client Fiduciary Advisors, LLC | 41.119.839 $ | +5.222.953 $ | +14,5 % | 35.896.886 $ | +919.642 $ | +2,6 % | 34.977.244 $ | +808.812 $ | +2,4 % | 34.168.432 $ | +2.539.130 $ | +8,0 % |
| MONTAG A & ASSOCIATES INC | 41.089.316 $ | +20.152.480 $ | +96,3 % | 20.936.836 $ | -1.270.157 $ | -5,7 % | 22.206.993 $ | -2.995.863 $ | -11,9 % | 25.202.856 $ | -2.007.576 $ | -7,4 % |
| Frederick Financial Consultants, LLC | 40.817.889 $ | +5.704.198 $ | +16,2 % | 35.113.691 $ | +1.490.777 $ | +4,4 % | 33.622.914 $ | +2.423.258 $ | +7,8 % | 31.199.656 $ | +210.162 $ | +0,7 % |
| Tradewinds Capital Management, LLC | 29.741.391 $ | -4.800.833 $ | -13,9 % | 34.542.224 $ | -6.200.389 $ | -15,2 % | 40.742.613 $ | +19.878.826 $ | +95,3 % | 20.863.787 $ | +15.454.649 $ | +285,7 % |
| Traction Financial Partners, LLC | 40.697.726 $ | +5.237.233 $ | +14,8 % | 35.460.493 $ | +7.928.875 $ | +28,8 % | 27.531.618 $ | +2.054.798 $ | +8,1 % | 25.476.820 $ | +3.329.500 $ | +15,0 % |
| PCG Wealth Advisors, LLC | 38.835.213 $ | +3.205.098 $ | +9,0 % | 35.630.115 $ | -5.044.867 $ | -12,4 % | 40.674.982 $ | +976.049 $ | +2,5 % | 39.698.933 $ | +12.198.013 $ | +44,4 % |
| WJ Wealth Management, LLC | 36.411.952 $ | +1.538.907 $ | +4,4 % | 34.873.045 $ | -278.395 $ | -0,8 % | 35.151.440 $ | -5.456.548 $ | -13,4 % | 40.607.988 $ | +994.782 $ | +2,5 % |
| ST GERMAIN D J CO INC | 40.587.242 $ | +4.407.138 $ | +12,2 % | 36.180.104 $ | +119.177 $ | +0,3 % | 36.060.927 $ | -427.450 $ | -1,2 % | 36.488.377 $ | +4.749.923 $ | +15,0 % |
| Brand Asset Management Group, Inc. | 40.511.172 $ | +4.885.225 $ | +13,7 % | 35.625.947 $ | +674.404 $ | +1,9 % | 34.951.543 $ | +388.995 $ | +1,1 % | 34.562.548 $ | +2.739.436 $ | +8,6 % |
| CALTON & ASSOCIATES, INC. | 40.479.682 $ | +975.195 $ | +2,5 % | 39.504.487 $ | +1.815.802 $ | +4,8 % | 37.688.685 $ | +2.045.888 $ | +5,7 % | 35.642.797 $ | +771.310 $ | +2,2 % |
| HARBOR CAPITAL ADVISORS, INC. | 36.230.000 $ | +4.952.000 $ | +15,8 % | 31.278.000 $ | -9.155.000 $ | -22,6 % | 40.433.000 $ | |||||
| ROTHSCHILD INVESTMENT LLC | 40.217.896 $ | +3.253.291 $ | +8,8 % | 36.964.605 $ | +1.682.183 $ | +4,8 % | 35.282.422 $ | +884.844 $ | +2,6 % | 34.397.578 $ | +1.334.036 $ | +4,0 % |
| STONEBRIDGE ADVISORS LLC | 40.181.207 $ | +37.121.818 $ | +1.213,4 % | 3.059.389 $ | -16.310.756 $ | -84,2 % | ||||||
| CWA Asset Management Group, LLC | 40.145.119 $ | +3.361.779 $ | +9,1 % | 36.783.340 $ | +5.577.657 $ | +17,9 % | 31.205.683 $ | -6.710.262 $ | -17,7 % | 37.915.945 $ | -1.609.716 $ | -4,1 % |
| Symphony Financial Services, Inc. | 40.095.583 $ | +8.208.849 $ | +25,7 % | 31.886.734 $ | +2.262.856 $ | +7,6 % | 29.623.878 $ | +2.325.042 $ | +8,5 % | 27.298.836 $ | +2.241.318 $ | +8,9 % |
| Marble Wealth, LLC | 34.682.232 $ | +3.795.224 $ | +12,3 % | 30.887.008 $ | -9.120.558 $ | -22,8 % | 40.007.566 $ | |||||
| BARCLAYS PLC | 39.983.529 $ | +9.060.742 $ | +29,3 % | 30.922.787 $ | +16.857.854 $ | +119,9 % | 14.064.933 $ | -3.427.441 $ | -19,6 % | 17.492.374 $ | +13.404.107 $ | +327,9 % |
| Koss-Olinger Consulting, LLC | 3.077.171 $ | -34.569.516 $ | -91,8 % | 37.646.687 $ | -2.243.313 $ | -5,6 % | 39.890.000 $ | +1.783.000 $ | +4,7 % | 38.107.000 $ | -223.998 $ | -0,6 % |
| Schwallier Wealth Management LLC | 22.702.512 $ | -11.540.333 $ | -33,7 % | 34.242.845 $ | -2.260.272 $ | -6,2 % | 36.503.117 $ | -3.335.426 $ | -8,4 % | 39.838.543 $ | -1.498.695 $ | -3,6 % |
| Blueprint Investment Partners LLC | 39.765.834 $ | +16.759.897 $ | +72,9 % | 23.005.937 $ | -4.832.019 $ | -17,4 % | 27.837.956 $ | +4.932.904 $ | +21,5 % | 22.905.052 $ | +6.993.226 $ | +43,9 % |
| Shepherd Financial Partners LLC | 38.329.469 $ | +198.163 $ | +0,5 % | 38.131.306 $ | -1.616.946 $ | -4,1 % | 39.748.252 $ | +6.227.732 $ | +18,6 % | 33.520.520 $ | +13.661.863 $ | +68,8 % |
| DENVER WEALTH MANAGEMENT, INC. | 39.709.308 $ | +6.401.848 $ | +19,2 % | 33.307.460 $ | +973.808 $ | +3,0 % | 32.333.652 $ | +1.148.433 $ | +3,7 % | 31.185.219 $ | +2.150.854 $ | +7,4 % |
| Endowment Wealth Management, Inc. | 39.596.366 $ | +7.292.366 $ | +22,6 % | 32.304.000 $ | +2.542.564 $ | +8,5 % | 29.761.436 $ | +10.005.460 $ | +50,6 % | 19.755.976 $ | +3.053.457 $ | +18,3 % |
| McKinley Carter Wealth Services, Inc. | 25.455.271 $ | +2.912.520 $ | +12,9 % | 22.542.751 $ | -9.587.350 $ | -29,8 % | 32.130.101 $ | -7.286.514 $ | -18,5 % | 39.416.615 $ | +3.305.282 $ | +9,2 % |
| Sharkey, Howes & Javer | 29.316.153 $ | -5.014.850 $ | -14,6 % | 34.331.003 $ | -5.044.737 $ | -12,8 % | 39.375.740 $ | +3.904.634 $ | +11,0 % | 35.471.106 $ | +4.002.931 $ | +12,7 % |
| Legacy Financial Group LLC | 39.357.422 $ | +39.027.648 $ | +11.834,7 % | |||||||||
| TrueWealth Advisors, LLC | 39.280.368 $ | +2.973.489 $ | +8,2 % | 36.306.879 $ | +1.121.788 $ | +3,2 % | 35.185.091 $ | +2.589.791 $ | +7,9 % | 32.595.300 $ | +2.803.519 $ | +9,4 % |
| Myriad Asset Management US LP | 13.706.000 $ | -1.074.000 $ | -7,3 % | 14.780.000 $ | +9.609.034 $ | +185,8 % | 5.170.966 $ | -33.944.907 $ | -86,8 % | 39.115.873 $ | +10.155.360 $ | +35,1 % |
| Impact Partnership Wealth, LLC | 32.166.520 $ | -6.926.596 $ | -17,7 % | 39.093.116 $ | +14.383.509 $ | +58,2 % | 24.709.607 $ | +2.007.502 $ | +8,8 % | 22.702.105 $ | -5.495.228 $ | -19,5 % |
| NWAM LLC | 38.993.976 $ | +6.376.622 $ | +19,5 % | 32.617.354 $ | +2.612.836 $ | +8,7 % | 30.004.518 $ | -7.283.511 $ | -19,5 % | 37.288.029 $ | -285.658 $ | -0,8 % |
| Krilogy Financial LLC | 34.127.347 $ | +2.875.590 $ | +9,2 % | 31.251.757 $ | -2.361.726 $ | -7,0 % | 33.613.483 $ | -5.287.279 $ | -13,6 % | 38.900.762 $ | +8.179.586 $ | +26,6 % |
| Ullmann Wealth Partners Group, LLC | 38.728.727 $ | +6.054.483 $ | +18,5 % | 32.674.244 $ | -76.940 $ | -0,2 % | 32.751.184 $ | -3.007.610 $ | -8,4 % | 35.758.794 $ | +855.151 $ | +2,5 % |
| Convergence Financial, LLC | 38.668.150 $ | +26.626.876 $ | +221,1 % | 12.041.274 $ | -3.484.140 $ | -22,4 % | 15.525.414 $ | +451.005 $ | +3,0 % | 15.074.409 $ | -2.157.382 $ | -12,5 % |
| Mach-1 Financial Group, LLC | 33.931.096 $ | +2.111.569 $ | +6,6 % | 31.819.527 $ | -6.808.188 $ | -17,6 % | 38.627.715 $ | +19.560.939 $ | +102,6 % | 19.066.776 $ | -13.806.268 $ | -42,0 % |
| Soltis Investment Advisors LLC | 38.592.132 $ | +3.673.933 $ | +10,5 % | 34.918.199 $ | -952.252 $ | -2,7 % | 35.870.451 $ | +196.210 $ | +0,6 % | 35.674.241 $ | +2.777.570 $ | +8,4 % |
| Valtinson Bruner Financial Planning LLC | 38.570.518 $ | +5.283.968 $ | +15,9 % | 33.286.550 $ | +1.396.874 $ | +4,4 % | 31.889.676 $ | -2.206.696 $ | -6,5 % | 34.096.372 $ | +2.846.014 $ | +9,1 % |
| FUKOKU MUTUAL LIFE INSURANCE CO | 38.535.760 $ | +15.013.560 $ | +63,8 % | 23.522.200 $ | -232.400 $ | -1,0 % | 23.754.600 $ | +58.100 $ | +0,2 % | 23.696.500 $ | +103.750 $ | +0,4 % |
| Asset Dedication, LLC | 9.668.468 $ | +1.486.974 $ | +18,2 % | 8.181.494 $ | -1.710.508 $ | -17,3 % | 9.892.002 $ | -28.597.771 $ | -74,3 % | 38.489.773 $ | +758.400 $ | +2,0 % |
| SkyOak Wealth, LLC | 38.360.193 $ | +2.725.596 $ | +7,6 % | 35.634.597 $ | -839.815 $ | -2,3 % | 36.474.412 $ | +1.534.402 $ | +4,4 % | 34.940.010 $ | +1.084.247 $ | +3,2 % |
| Clearview Wealth Management LLC | 38.235.040 $ | +5.832.449 $ | +18,0 % | 32.402.591 $ | ||||||||
| Foster Group, Inc. | 38.141.598 $ | +4.761.131 $ | +14,3 % | 33.380.467 $ | +543.385 $ | +1,7 % | 32.837.082 $ | +635.586 $ | +2,0 % | 32.201.496 $ | +2.288.087 $ | +7,6 % |
| IMG Wealth Management, Inc. | 38.015.854 $ | +5.110.131 $ | +15,5 % | 32.905.723 $ | -1.376.699 $ | -4,0 % | 34.282.422 $ | +1.374.417 $ | +4,2 % | 32.908.005 $ | +5.795.324 $ | +21,4 % |
| Sandbox Financial Partners, LLC | 36.980.186 $ | +2.019.829 $ | +5,8 % | 34.960.357 $ | -3.049.663 $ | -8,0 % | 38.010.020 $ | +1.199.451 $ | +3,3 % | |||
| Cynosure Group, LLC | 6.440.593 $ | -156.554 $ | -2,4 % | 6.597.147 $ | -525.449 $ | -7,4 % | 7.122.596 $ | -30.866.904 $ | -81,3 % | 37.989.500 $ | +18.135.069 $ | +91,3 % |
| Strategic Investment Advisors / MI | 37.939.897 $ | +5.793.937 $ | +18,0 % | 32.145.960 $ | +2.857.360 $ | +9,8 % | 29.288.600 $ | +5.853.052 $ | +25,0 % | |||
| Symphony Financial, Ltd. Co. | 37.704.036 $ | +9.158.837 $ | +32,1 % | 28.545.199 $ | +3.427.758 $ | +13,6 % | 25.117.441 $ | -2.810.014 $ | -10,1 % | 27.927.455 $ | +1.982.527 $ | +7,6 % |
| Keating Financial Advisory Services, Inc. | 37.702.413 $ | +16.123.929 $ | +74,7 % | 21.578.484 $ | +1.295.960 $ | +6,4 % | 20.282.524 $ | |||||
| GENESIS PRIVATE WEALTH, LLC | 37.676.824 $ | +7.164.945 $ | +23,5 % | 30.511.879 $ | +1.269.848 $ | +4,3 % | 29.242.031 $ | +5.539.360 $ | +23,4 % | 23.702.671 $ | +2.356.672 $ | +11,0 % |
| Altus Wealth Group LLC | 36.390.021 $ | +5.909.628 $ | +19,4 % | 30.480.393 $ | -6.231.931 $ | -17,0 % | 36.712.324 $ | -926.960 $ | -2,5 % | 37.639.284 $ | +1.702.419 $ | +4,7 % |
| Tanglewood Legacy Advisors, LLC | 37.609.225 $ | +4.557.535 $ | +13,8 % | 33.051.690 $ | +1.419.387 $ | +4,5 % | 31.632.303 $ | +31.084.878 $ | +5.678,4 % | 547.425 $ | -13.688 $ | -2,4 % |
| Kera Capital Partners, Inc. | 37.476.682 $ | +4.581.512 $ | +13,9 % | 32.895.170 $ | +5.848.723 $ | +21,6 % | 27.046.447 $ | +4.681.130 $ | +20,9 % | 22.365.317 $ | +11.358.469 $ | +103,2 % |
| Arkos Global Advisors | 37.423.000 $ | +4.290.000 $ | +12,9 % | 33.133.000 $ | +1.096.000 $ | +3,4 % | 32.037.000 $ | +3.845.000 $ | +13,6 % | |||
| Cadent Capital Advisors, LLC | 37.378.471 $ | +6.443.744 $ | +20,8 % | 30.934.727 $ | +10.652.611 $ | +52,5 % | 20.282.116 $ | +738.988 $ | +3,8 % | 19.543.128 $ | +3.079.337 $ | +18,7 % |
| Crescent Grove Advisors, LLC | 37.363.046 $ | +2.941.305 $ | +8,5 % | 34.421.741 $ | +7.212.251 $ | +26,5 % | 27.209.490 $ | +1.248.141 $ | +4,8 % | 25.961.349 $ | -3.557.627 $ | -12,1 % |
| St. Clair Advisors, LLC | 35.953.404 $ | -1.393.474 $ | -3,7 % | 37.346.878 $ | +539.959 $ | +1,5 % | 36.806.919 $ | +730.988 $ | +2,0 % | 36.075.931 $ | -63.492 $ | -0,2 % |
| Signal Advisors Wealth, LLC | 37.306.031 $ | +9.702.091 $ | +35,1 % | 27.603.940 $ | +4.909.004 $ | +21,6 % | 22.694.936 $ | +1.812.464 $ | +8,7 % | 20.882.472 $ | -9.176.849 $ | -30,5 % |
| Ayalon Insurance Comp Ltd. | 37.162.000 $ | +9.673.000 $ | +35,2 % | 27.489.000 $ | +8.010.000 $ | +41,1 % | 19.479.000 $ | +6.590.000 $ | +51,1 % | 12.889.000 $ | +4.773.000 $ | +58,8 % |
| Sepio Capital, LP | 31.184.095 $ | +1.797.446 $ | +6,1 % | 29.386.649 $ | -7.768.855 $ | -20,9 % | 37.155.504 $ | +2.862.029 $ | +8,3 % | 34.293.475 $ | +2.487.403 $ | +7,8 % |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 37.154.406 $ | +37.032.632 $ | +30.411,0 % | 121.774 $ | +30.570 $ | +33,5 % | 91.204 $ | +2.065 $ | +2,3 % | 89.139 $ | +5.931 $ | +7,1 % |
| One Capital Management, LLC | 20.054.333 $ | +0 $ | +0,0 % | 20.054.333 $ | -4.907.993 $ | -19,7 % | 24.962.326 $ | -12.158.065 $ | -32,8 % | 37.120.391 $ | +5.051.937 $ | +15,8 % |
| XCELSIOR ADVISOR PARTNERS LLC | 37.111.439 $ | +35.912.896 $ | +2.996,4 % | 1.198.543 $ | +305.201 $ | +34,2 % | 893.342 $ | |||||
| BOKF, NA | 37.107.866 $ | +2.192.219 $ | +6,3 % | 34.915.647 $ | -33.111 $ | -0,1 % | 34.948.758 $ | +1.938.644 $ | +5,9 % | 33.010.114 $ | +1.550.273 $ | +4,9 % |
| Elmwood Wealth Management, Inc. | 36.927.701 $ | +5.048.877 $ | +15,8 % | 31.878.824 $ | +6.928.916 $ | +27,8 % | 24.949.908 $ | +1.111.578 $ | +4,7 % | 23.838.330 $ | +2.706.958 $ | +12,8 % |
| TITLEIST ASSET MANAGEMENT, LLC | 36.810.665 $ | +6.365.734 $ | +20,9 % | 30.444.931 $ | +3.720.910 $ | +13,9 % | 26.724.021 $ | +9.047.605 $ | +51,2 % | 17.676.416 $ | -503.732 $ | -2,8 % |
| Cambridge Advisors Inc. | 36.681.224 $ | +2.948.078 $ | +8,7 % | 33.733.146 $ | +105.551 $ | +0,3 % | 33.627.595 $ | +837.015 $ | +2,6 % | 32.790.580 $ | +3.625.324 $ | +12,4 % |
| ABLE Financial Group, LLC | 25.881.154 $ | +2.930.015 $ | +12,8 % | 22.951.139 $ | -13.697.883 $ | -37,4 % | 36.649.022 $ | +1.015.141 $ | +2,8 % | 35.633.881 $ | +4.046.535 $ | +12,8 % |
| Turim 21 Investimentos Ltda. | 36.353.174 $ | +35.872.527 $ | +7.463,4 % | 480.647 $ | -14.194.823 $ | -96,7 % | 14.675.470 $ | +1.508.808 $ | +11,5 % | 13.166.662 $ | ||
| Falcon Wealth Planning | 36.338.115 $ | +1.751.689 $ | +5,1 % | 34.586.426 $ | +2.115.562 $ | +6,5 % | 32.470.864 $ | +1.928.860 $ | +6,3 % | 30.542.004 $ | +2.443.501 $ | +8,7 % |
| HBK Sorce Advisory LLC | 36.319.012 $ | +1.392.590 $ | +4,0 % | 34.926.422 $ | +862.660 $ | +2,5 % | 34.063.762 $ | +4.601.928 $ | +15,6 % | 29.461.834 $ | +4.526.539 $ | +18,2 % |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 36.307.058 $ | +7.986.639 $ | +28,2 % | 28.320.419 $ | +8.797.001 $ | +45,1 % | 19.523.418 $ | -7.363.639 $ | -27,4 % | 26.887.057 $ | +2.933.670 $ | +12,2 % |
| PRIVATE TRUST CO NA | 36.270.193 $ | +3.192.058 $ | +9,7 % | 33.078.135 $ | +1.065.616 $ | +3,3 % | 32.012.519 $ | +1.590.114 $ | +5,2 % | 30.422.405 $ | -72.169 $ | -0,2 % |
| FISCHER INVESTMENT STRATEGIES, LLC | 31.680.376 $ | +7.436.383 $ | +30,7 % | 24.243.993 $ | -5.707.047 $ | -19,1 % | 29.951.040 $ | -6.255.980 $ | -17,3 % | 36.207.020 $ | +20.444.365 $ | +129,7 % |
| PTM WEALTH MANAGEMENT, LLC | 36.206.921 $ | +4.243.682 $ | +13,3 % | 31.963.239 $ | +7.131.270 $ | +28,7 % | 24.831.969 $ | +1.626.489 $ | +7,0 % | 23.205.480 $ | +2.130.256 $ | +10,1 % |
| RATIONAL ADVISORS, INC. | 28.204.926 $ | -2.062.988 $ | -6,8 % | 30.267.914 $ | +2.823.967 $ | +10,3 % | 27.443.947 $ | -8.732.177 $ | -24,1 % | 36.176.124 $ | +6.938.624 $ | +23,7 % |
| McCarthy Asset Management, Inc. | 36.156.868 $ | +937.810 $ | +2,7 % | 35.219.058 $ | +9.068.513 $ | +34,7 % | 26.150.545 $ | +1.663.384 $ | +6,8 % | |||
| Moors & Cabot, Inc. | 36.140.718 $ | +2.543.152 $ | +7,6 % | 33.597.566 $ | +718.318 $ | +2,2 % | 32.879.248 $ | +1.756.076 $ | +5,6 % | 31.123.172 $ | +1.475.390 $ | +5,0 % |
| KFG WEALTH MANAGEMENT, LLC | 29.327.373 $ | +4.447.687 $ | +17,9 % | 24.879.686 $ | -11.138.267 $ | -30,9 % | 36.017.953 $ | +3.917.262 $ | +12,2 % | 32.100.691 $ | +6.680.461 $ | +26,3 % |
| Fermata Advisors, LLC | 35.661.744 $ | -143.867 $ | -0,4 % | 35.805.611 $ | +2.186.158 $ | +6,5 % | 33.619.453 $ | +325.715 $ | +1,0 % | 33.293.738 $ | +492.852 $ | +1,5 % |
| Americana Partners, LLC | 33.413.623 $ | -2.387.529 $ | -6,7 % | 35.801.152 $ | +2.706.655 $ | +8,2 % | 33.094.497 $ | +16.313.559 $ | +97,2 % | 16.780.938 $ | -18.136.534 $ | -51,9 % |
| Sumitomo Mitsui Trust Group, Inc. | 35.742.478 $ | +2.605.648 $ | +7,9 % | 33.136.830 $ | +1.314.210 $ | +4,1 % | 31.822.620 $ | -740.739 $ | -2,3 % | 32.563.359 $ | +868.540 $ | +2,7 % |
| Wilmington Savings Fund Society, FSB | 28.704.718 $ | -2.205.427 $ | -7,1 % | 30.910.145 $ | -2.041.676 $ | -6,2 % | 32.951.821 $ | -2.709.615 $ | -7,6 % | 35.661.436 $ | -6.969.149 $ | -16,3 % |
| Summit Wealth Partners, LLC | 35.481.571 $ | -149.625 $ | -0,4 % | 35.631.196 $ | +184.134 $ | +0,5 % | 35.447.062 $ | +1.038.329 $ | +3,0 % | 34.408.733 $ | +830.128 $ | +2,5 % |
| Rooted Wealth Advisors, Inc. | 35.548.521 $ | +2.654.393 $ | +8,1 % | 32.894.128 $ | -2.406.661 $ | -6,8 % | 35.300.789 $ | +1.961.889 $ | +5,9 % | 33.338.900 $ | +2.300.041 $ | +7,4 % |
| Banco Santander, S.A. | 35.488.929 $ | +27.491.731 $ | +343,8 % | 7.997.198 $ | +1.572.996 $ | +24,5 % | 6.424.202 $ | +5.298.291 $ | +470,6 % | 1.125.911 $ | -397.503 $ | -26,1 % |
| Founders Financial Alliance, LLC | 35.336.483 $ | +15.125.850 $ | +74,8 % | 20.210.633 $ | -1.686.883 $ | -7,7 % | 21.897.516 $ | +1.344.981 $ | +6,5 % | 20.552.535 $ | +10.828.812 $ | +111,4 % |
| AssuredPartners Investment Advisors, LLC | 35.320.650 $ | +8.465.858 $ | +31,5 % | 26.854.792 $ | +5.564.037 $ | +26,1 % | 21.290.755 $ | +14.592.310 $ | +217,8 % | 6.698.445 $ | +2.521.209 $ | +60,4 % |
| Indivisible Partners | 35.319.376 $ | +2.286.383 $ | +6,9 % | 33.032.993 $ | +7.603.424 $ | +29,9 % | 25.429.569 $ | |||||
| ERn Financial, LLC | 35.132.074 $ | +2.467.950 $ | +7,6 % | 32.664.124 $ | -924.044 $ | -2,8 % | 33.588.168 $ | +1.366.032 $ | +4,2 % | 32.222.136 $ | +547.461 $ | +1,7 % |
| Quadrature Capital Ltd | 35.070.783 $ | +28.718.265 $ | +452,1 % | 6.352.518 $ | +6.131.357 $ | +2.772,4 % | 221.161 $ | -12.057.656 $ | -98,2 % | 12.278.817 $ | -21.497.844 $ | -63,6 % |
| Northwest Financial Advisors | 35.070.603 $ | +25.653.801 $ | +272,4 % | 9.416.802 $ | +1.708.271 $ | +22,2 % | 7.708.531 $ | -320.865 $ | -4,0 % | 8.029.396 $ | +715.822 $ | +9,8 % |
| Compound Planning, Inc. | 35.064.563 $ | +3.621.210 $ | +11,5 % | 31.443.353 $ | +2.871.752 $ | +10,1 % | 28.571.601 $ | -292.377 $ | -1,0 % | 28.863.978 $ | +923.715 $ | +3,3 % |
| MARSHALL WACE, LLP | 1.061.303 $ | -33.978.728 $ | -97,0 % | 35.040.031 $ | +7.605.110 $ | +27,7 % | ||||||
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 33.266.310 $ | +1.421.878 $ | +4,5 % | 31.844.432 $ | -3.116.182 $ | -8,9 % | 34.960.614 $ | +745.286 $ | +2,2 % | 34.215.328 $ | +3.420.395 $ | +11,1 % |
| ODonnell Financial Services, LLC | 34.952.315 $ | +5.285.550 $ | +17,8 % | 29.666.765 $ | +6.980 $ | +0,0 % | 29.659.785 $ | +1.124.980 $ | +3,9 % | 28.534.805 $ | +2.905.791 $ | +11,3 % |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 7.140.664 $ | +1.090.537 $ | +18,0 % | 6.050.127 $ | +17.084 $ | +0,3 % | 6.033.043 $ | -28.840.405 $ | -82,7 % | 34.873.448 $ | +3.241.311 $ | +10,2 % |
| Blue Water Asset Management | 29.935.360 $ | +930.113 $ | +3,2 % | 29.005.247 $ | -5.815.926 $ | -16,7 % | 34.821.173 $ | |||||
| Mountain Capital Investment Advisors Inc. | 33.086.066 $ | +646.044 $ | +2,0 % | 32.440.022 $ | -2.261.745 $ | -6,5 % | 34.701.767 $ | +2.724.643 $ | +8,5 % | 31.977.124 $ | +5.120.293 $ | +19,1 % |
| Towercrest Capital Management | 34.690.869 $ | +6.138.101 $ | +21,5 % | 28.552.768 $ | +1.897.448 $ | +7,1 % | 26.655.320 $ | -144.276 $ | -0,5 % | 26.799.596 $ | +3.502.096 $ | +15,0 % |
| American Trust | 33.141.928 $ | -617.811 $ | -1,8 % | 33.759.739 $ | -923.036 $ | -2,7 % | 34.682.775 $ | +842.703 $ | +2,5 % | |||
| Beacon Bank & Trust | 26.323.169 $ | +1.131.137 $ | +4,5 % | 25.192.032 $ | -666.005 $ | -2,6 % | 25.858.037 $ | -8.779.805 $ | -25,3 % | 34.637.842 $ | +2.125.408 $ | +6,5 % |
| Southland Equity Partners LLC | 34.571.916 $ | +5.259.865 $ | +17,9 % | 29.312.051 $ | +2.764.775 $ | +10,4 % | 26.547.276 $ | +286.407 $ | +1,1 % | 26.260.869 $ | +1.075.682 $ | +4,3 % |
| Inherent Management Corp. | 34.428.718 $ | +5.440.269 $ | +18,8 % | 28.988.449 $ | +1.051.481 $ | +3,8 % | 27.936.968 $ | +540.286 $ | +2,0 % | 27.396.682 $ | +2.447.914 $ | +9,8 % |
| Fiduciary Alliance LLC | 34.417.773 $ | +5.926.961 $ | +20,8 % | 28.490.812 $ | +4.907.528 $ | +20,8 % | 23.583.284 $ | +2.740.972 $ | +13,2 % | 20.842.312 $ | +2.451.051 $ | +13,3 % |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 34.416.806 $ | +5.158.723 $ | +17,6 % | 29.258.083 $ | +802.256 $ | +2,8 % | 28.455.827 $ | |||||
| WESTWOOD HOLDINGS GROUP INC | 33.353.162 $ | +3.364.921 $ | +11,2 % | 29.988.241 $ | -4.413.648 $ | -12,8 % | 34.401.889 $ | +207.889 $ | +0,6 % | 34.194.000 $ | +1.954.600 $ | +6,1 % |
| Columbus Macro, LLC | 34.292.289 $ | +2.804.902 $ | +8,9 % | 31.487.387 $ | +1.430.972 $ | +4,8 % | 30.056.415 $ | +2.997.757 $ | +11,1 % | 27.058.658 $ | +2.009.080 $ | +8,0 % |
| CGN Advisors LLC | 34.285.477 $ | +2.507.991 $ | +7,9 % | 31.777.486 $ | +53.984 $ | +0,2 % | 31.723.502 $ | +701.468 $ | +2,3 % | 31.022.034 $ | +3.465.624 $ | +12,6 % |
| Advyzon Investment Management, LLC | 34.219.467 $ | +7.701.457 $ | +29,0 % | 26.518.010 $ | +7.962.715 $ | +42,9 % | 18.555.295 $ | +7.075.102 $ | +61,6 % | |||
| Affinity Capital Advisors, LLC | 34.197.835 $ | +5.964.833 $ | +21,1 % | 28.233.002 $ | +2.584.804 $ | +10,1 % | 25.648.198 $ | +2.863.080 $ | +12,6 % | 22.785.118 $ | +12.612.987 $ | +124,0 % |
| Plan Group Financial, LLC | 34.175.663 $ | +7.609.631 $ | +28,6 % | 26.566.032 $ | +3.608.849 $ | +15,7 % | 22.957.183 $ | +2.235.331 $ | +10,8 % | 20.721.852 $ | +3.658.016 $ | +21,4 % |
| EVOLVE PRIVATE WEALTH, LLC | 34.115.425 $ | +1.106.517 $ | +3,4 % | 33.008.908 $ | -1.142.327 $ | -3,3 % | 34.151.235 $ | |||||
| LAKE STREET PRIVATE WEALTH, LLC | 34.147.785 $ | +865.335 $ | +2,6 % | 33.282.450 $ | +3.528.600 $ | +11,9 % | 29.753.850 $ | +990.185 $ | +3,4 % | 28.763.665 $ | +545.972 $ | +1,9 % |
| Horst & Graben Wealth Management LLC | 16.389.799 $ | -2.470.925 $ | -13,1 % | 18.860.724 $ | -15.129.464 $ | -44,5 % | 33.990.188 $ | +5.643.066 $ | +19,9 % | 28.347.122 $ | +2.156.920 $ | +8,2 % |
| PRUDENTIAL FINANCIAL INC | 33.936.566 $ | +19.442.515 $ | +134,1 % | 14.494.051 $ | -119.471 $ | -0,8 % | 14.613.522 $ | -73.454 $ | -0,5 % | 14.686.976 $ | -3.331.029 $ | -18,5 % |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 33.906.412 $ | -165.742 $ | -0,5 % | |||||||||
| Align Financial, LLC | 39.734 $ | +4.547 $ | +12,9 % | 35.187 $ | -33.854.813 $ | -99,9 % | 33.890.000 $ | |||||
| Financial Strategies Group, Inc. | 18.250.527 $ | -15.623.615 $ | -46,1 % | 33.874.142 $ | +3.228.987 $ | +10,5 % | 30.645.155 $ | +941.521 $ | +3,2 % | 29.703.634 $ | +3.174.829 $ | +12,0 % |
| Visionary Wealth Advisors | 26.684.408 $ | -3.078.598 $ | -10,3 % | 29.763.006 $ | -3.108.591 $ | -9,5 % | 32.871.597 $ | -933.381 $ | -2,8 % | 33.804.978 $ | -7.197.175 $ | -17,6 % |
| Financial Council, LLC | 33.763.336 $ | +6.459.905 $ | +23,7 % | 27.303.431 $ | -291.765 $ | -1,1 % | 27.595.196 $ | +3.829.931 $ | +16,1 % | 23.765.265 $ | +1.936.861 $ | +8,9 % |
| Bernardo Wealth Planning LLC | 30.910.973 $ | +47.994 $ | +0,2 % | 30.862.979 $ | -2.674.682 $ | -8,0 % | 33.537.661 $ | -128.310 $ | -0,4 % | 33.665.971 $ | +14.721.971 $ | +77,7 % |
| Strategic Financial Concepts, LLC | 16.483.139 $ | -4.947.932 $ | -23,1 % | 21.431.071 $ | +15.518.914 $ | +262,5 % | 5.912.157 $ | -27.721.580 $ | -82,4 % | 33.633.737 $ | +6.865.718 $ | +25,6 % |
| Hudson Capital Management LLC | 14.273.183 $ | +2.370.313 $ | +19,9 % | 11.902.870 $ | -7.424.110 $ | -38,4 % | 19.326.980 $ | -14.270.836 $ | -42,5 % | 33.597.816 $ | +1.835.421 $ | +5,8 % |
| Roberts Wealth Advisors, LLC | 33.535.750 $ | +1.272.030 $ | +3,9 % | 32.263.720 $ | +2.808.561 $ | +9,5 % | 29.455.159 $ | +4.527.719 $ | +18,2 % | 24.927.440 $ | +1.935.259 $ | +8,4 % |
| CIBC WORLD MARKET INC. | 23.393.091 $ | +3.785.440 $ | +19,3 % | 19.607.651 $ | +2.078.564 $ | +11,9 % | 17.529.087 $ | -15.963.793 $ | -47,7 % | 33.492.880 $ | +18.574.734 $ | +124,5 % |
| SMART Wealth LLC | 33.337.040 $ | +17.144.037 $ | +105,9 % | 16.193.003 $ | -216.821 $ | -1,3 % | 16.409.824 $ | -106.701 $ | -0,6 % | 16.516.525 $ | -556.121 $ | -3,3 % |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 29.715.651 $ | -1.027.908 $ | -3,3 % | 30.743.559 $ | -2.576.400 $ | -7,7 % | 33.319.959 $ | +231.613 $ | +0,7 % | 33.088.346 $ | +1.519.751 $ | +4,8 % |
| Global Wealth Management Investment Advisory, Inc. | 33.291.651 $ | +3.245.039 $ | +10,8 % | 30.046.612 $ | +1.068.923 $ | +3,7 % | 28.977.689 $ | +2.863.920 $ | +11,0 % | 26.113.769 $ | +1.501.243 $ | +6,1 % |
| PRECEDENT WEALTH PARTNERS, LLC | 33.226.967 $ | +7.878.130 $ | +31,1 % | 25.348.837 $ | +5.592.297 $ | +28,3 % | 19.756.540 $ | +2.671.281 $ | +15,6 % | 17.085.259 $ | +3.870.382 $ | +29,3 % |
| WEALTH ALLIANCE, LLC | 33.191.314 $ | +4.176.862 $ | +14,4 % | 29.014.452 $ | +1.591.102 $ | +5,8 % | 27.423.350 $ | +5.820.871 $ | +26,9 % | 21.602.479 $ | +4.455.173 $ | +26,0 % |
| ADE, LLC | 33.174.970 $ | +5.208.249 $ | +18,6 % | 27.966.721 $ | +318.253 $ | +1,2 % | 27.648.468 $ | +1.393.129 $ | +5,3 % | 26.255.339 $ | +2.563.427 $ | +10,8 % |
| Donoghue Forlines LLC | 33.174.478 $ | +6.156.108 $ | +22,8 % | |||||||||
| VICTORY FINANCIAL GROUP, LLC | 28.162.687 $ | +3.136.593 $ | +12,5 % | 25.026.094 $ | -1.492.685 $ | -5,6 % | 26.518.779 $ | -6.636.760 $ | -20,0 % | 33.155.539 $ | +3.740.936 $ | +12,7 % |
| FIRST AMERICAN TRUST, FSB | 33.114.007 $ | +15.052.312 $ | +83,3 % | 18.061.695 $ | +16.767.400 $ | +1.295,5 % | 1.294.295 $ | +707.027 $ | +120,4 % | 587.268 $ | +303.012 $ | +106,6 % |
| Procyon Advisors, LLC | 33.104.000 $ | +1.846.439 $ | +5,9 % | 31.257.561 $ | +2.367.949 $ | +8,2 % | 28.889.612 $ | +1.106.871 $ | +4,0 % | 27.782.741 $ | +3.354.632 $ | +13,7 % |
| Carrera Capital Advisors | 21.983.035 $ | -10.953.841 $ | -33,3 % | 32.936.876 $ | +5.694.241 $ | +20,9 % | 27.242.635 $ | +1.639.599 $ | +6,4 % | 25.603.036 $ | +7.318.014 $ | +40,0 % |
| RETIREMENT PLANNING GROUP, LLC / NY | 32.935.188 $ | +4.907.215 $ | +17,5 % | 28.027.973 $ | +2.464.348 $ | +9,6 % | 25.563.625 $ | +5.364.403 $ | +26,6 % | 20.199.222 $ | +3.647.864 $ | +22,0 % |
| Stone House Investment Management, LLC | 24.790.589 $ | -6.959.354 $ | -21,9 % | 31.749.943 $ | -1.166.711 $ | -3,5 % | 32.916.654 $ | +6.574.095 $ | +25,0 % | 26.342.559 $ | +5.162.546 $ | +24,4 % |
| State of Tennessee, Department of Treasury | 32.850.951 $ | +23.065.645 $ | +235,7 % | 9.785.306 $ | -10.004.467 $ | -50,6 % | 19.789.773 $ | -72.718.791 $ | -78,6 % | |||
| VALLEY NATIONAL ADVISERS INC | 32.822.035 $ | +3.689.035 $ | +12,7 % | 29.133.000 $ | +23.452.000 $ | +412,8 % | 5.681.000 $ | -245.000 $ | -4,1 % | 5.926.000 $ | +87.000 $ | +1,5 % |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32.754.054 $ | +4.891.607 $ | +17,6 % | 27.862.447 $ | +5.892.598 $ | +26,8 % | 21.969.849 $ | +855.146 $ | +4,1 % | 21.114.703 $ | +1.886.614 $ | +9,8 % |
| Comprehensive Wealth Management, LLC | 32.744.056 $ | +7.798.172 $ | +31,3 % | 24.945.884 $ | +11.698.444 $ | +88,3 % | 13.247.440 $ | +6.163.310 $ | +87,0 % | 7.084.130 $ | +2.724.346 $ | +62,5 % |
| Wilkerson Advisory Group LLC | 3.421.858 $ | -151.134 $ | -4,2 % | 3.572.992 $ | -29.166.292 $ | -89,1 % | 32.739.284 $ | |||||
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 31.620.130 $ | +2.325.269 $ | +7,9 % | 29.294.861 $ | +572.965 $ | +2,0 % | 28.721.896 $ | -3.994.134 $ | -12,2 % | 32.716.030 $ | +2.410.088 $ | +8,0 % |
| Grove Bank & Trust | 32.714.526 $ | +6.572.423 $ | +25,1 % | 26.142.103 $ | +1.779.399 $ | +7,3 % | 24.362.704 $ | +250.610 $ | +1,0 % | 24.112.094 $ | +2.710.907 $ | +12,7 % |
| Granite Bay Wealth Management, LLC | 32.569.000 $ | |||||||||||
| FIDUCIARY TRUST CO | 30.693.935 $ | -1.726.162 $ | -5,3 % | 32.420.097 $ | +4.219.305 $ | +15,0 % | 28.200.792 $ | -1.524.617 $ | -5,1 % | 29.725.409 $ | -3.392.551 $ | -10,2 % |
| Sterling Investment Counsel, LLC | 32.351.942 $ | +1.073.701 $ | +3,4 % | 31.278.241 $ | +2.410.471 $ | +8,4 % | 28.867.770 $ | +604.926 $ | +2,1 % | 28.262.844 $ | +15.746.912 $ | +125,8 % |
| LifeWealth Investments, LLC | 21.595.018 $ | +2.659.935 $ | +14,0 % | 18.935.083 $ | +2.765.008 $ | +17,1 % | 16.170.075 $ | -16.169.927 $ | -50,0 % | 32.340.002 $ | +2.736.737 $ | +9,2 % |
| Lee Financial Co | 32.296.306 $ | +398.989 $ | +1,3 % | 31.897.317 $ | +3.554.386 $ | +12,5 % | 28.342.931 $ | -1.419.641 $ | -4,8 % | 29.762.572 $ | +709.000 $ | +2,4 % |
| Elevation Capital Advisory, LLC | 32.281.129 $ | +15.918.798 $ | +97,3 % | 16.362.331 $ | -607.516 $ | -3,6 % | 16.969.847 $ | +14.740.398 $ | +661,2 % | 2.229.449 $ | -3.086.685 $ | -58,1 % |
| ASHTON THOMAS SECURITIES, LLC | 31.701.845 $ | -558.652 $ | -1,7 % | 32.260.497 $ | +19.179.685 $ | +146,6 % | 13.080.812 $ | -15.099.719 $ | -53,6 % | 28.180.531 $ | +19.540.223 $ | +226,2 % |
| FLAGSTAR SECURITIES, INC | 32.242.269 $ | +1.755.433 $ | +5,8 % | 30.486.836 $ | -861.517 $ | -2,7 % | 31.348.353 $ | -909.721 $ | -2,8 % | 32.258.074 $ | -9.500.766 $ | -22,8 % |
| Maia Wealth LLC | 32.195.940 $ | +3.343.335 $ | +11,6 % | 28.852.605 $ | -2.713.104 $ | -8,6 % | 31.565.709 $ | -590.696 $ | -1,8 % | 32.156.405 $ | +3.506.636 $ | +12,2 % |
| Empowered Funds, LLC | 32.186.812 $ | +648.801 $ | +2,1 % | 31.538.011 $ | +6.677.453 $ | +26,9 % | 24.860.558 $ | +6.238.153 $ | +33,5 % | 18.622.405 $ | +17.435.930 $ | +1.469,6 % |
| Stonebridge Financial Group, LLC/CA | 32.129.000 $ | |||||||||||
| Trinity Legacy Partners, LLC | 31.774.824 $ | +1.339.979 $ | +4,4 % | 30.434.845 $ | +810.769 $ | +2,7 % | 29.624.076 $ | -2.495.482 $ | -7,8 % | 32.119.558 $ | +1.770.102 $ | +5,8 % |
| High Net Worth Advisory Group LLC | 32.100.279 $ | +1.798.758 $ | +5,9 % | 30.301.521 $ | -307.241 $ | -1,0 % | 30.608.762 $ | +130.964 $ | +0,4 % | 30.477.798 $ | +2.361.487 $ | +8,4 % |
| CORNERSTONE ENTERPRISES, LLC | 32.047.322 $ | +1.785.983 $ | +5,9 % | 30.261.339 $ | -815.344 $ | -2,6 % | 31.076.683 $ | +1.317.247 $ | +4,4 % | 29.759.436 $ | +1.409.365 $ | +5,0 % |
| TRUE Private Wealth Advisors | 31.984.146 $ | +23.439.725 $ | +274,3 % | 8.544.421 $ | +493.554 $ | +6,1 % | 8.050.867 $ | +764.205 $ | +10,5 % | 7.286.662 $ | +1.279.773 $ | +21,3 % |
| Madison Wealth Partners, Inc | 31.953.122 $ | +6.143.141 $ | +23,8 % | 25.809.981 $ | +587.318 $ | +2,3 % | 25.222.663 $ | +23.423.816 $ | +1.302,2 % | 1.798.847 $ | +141.401 $ | +8,5 % |
| OVERSEA-CHINESE BANKING Corp Ltd | 19.444.464 $ | -12.438.733 $ | -39,0 % | 31.883.197 $ | ||||||||
| IAM Advisory, LLC | 31.863.830 $ | +4.331.170 $ | +15,7 % | 27.532.660 $ | -3.193.831 $ | -10,4 % | 30.726.491 $ | +12.846.494 $ | +71,8 % | 17.879.997 $ | +1.208.624 $ | +7,2 % |
| Wealth Group Ltd | 26.649.482 $ | -385.065 $ | -1,4 % | 27.034.547 $ | +940.411 $ | +3,6 % | 26.094.136 $ | -5.766.141 $ | -18,1 % | 31.860.277 $ | -8.271.608 $ | -20,6 % |
| PAX Financial Group, LLC | 26.035.380 $ | -5.813.025 $ | -18,3 % | 31.848.405 $ | +5.861.733 $ | +22,6 % | 25.986.672 $ | +6.160.117 $ | +31,1 % | 19.826.555 $ | +1.642.920 $ | +9,0 % |
| Nan Shan Life Insurance Co., Ltd. | 18.708.337 $ | -13.132.957 $ | -41,2 % | 31.841.294 $ | ||||||||
| Prota Financial, LLC | 26.273.969 $ | +3.901.676 $ | +17,4 % | 22.372.293 $ | -9.465.131 $ | -29,7 % | 31.837.424 $ | |||||
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 31.757.000 $ | +2.646.000 $ | +9,1 % | 29.111.000 $ | +9.561.000 $ | +48,9 % | 19.550.000 $ | |||||
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 29.196.546 $ | +17.248.022 $ | +144,4 % | 11.948.524 $ | -17.921.691 $ | -60,0 % | 29.870.215 $ | -1.837.635 $ | -5,8 % | 31.707.850 $ | -29.176.077 $ | -47,9 % |
| Maple Capital Management, Inc. | 31.637.867 $ | +10.855.312 $ | +52,2 % | 20.782.555 $ | +19.105.699 $ | +1.139,4 % | 1.676.856 $ | +64.048 $ | +4,0 % | 1.612.808 $ | +118.204 $ | +7,9 % |
| Perissos Private Wealth Management, LLC | 31.579.398 $ | +8.193.721 $ | +35,0 % | 23.385.677 $ | +208.916 $ | +0,9 % | 23.176.761 $ | -672.030 $ | -2,8 % | 23.848.791 $ | +754.299 $ | +3,3 % |
| ARVEST INVESTMENTS, INC. | 30.244.085 $ | +1.129.359 $ | +3,9 % | 29.114.726 $ | +2.558.291 $ | +9,6 % | 26.556.435 $ | -5.017.791 $ | -15,9 % | 31.574.226 $ | +378.366 $ | +1,2 % |
| Sentinel Advisory Group, LLC | 31.559.053 $ | +4.866.540 $ | +18,2 % | 26.692.513 $ | ||||||||
| Strategic Family Wealth Counselors, L.L.C. | 31.294.453 $ | +2.152.030 $ | +7,4 % | 29.142.423 $ | -898.233 $ | -3,0 % | 30.040.656 $ | -1.421.122 $ | -4,5 % | 31.461.778 $ | +1.565.991 $ | +5,2 % |
| TRUE BLUE FINANCIAL, LLC | 31.351.932 $ | +7.704.786 $ | +32,6 % | 23.647.146 $ | +1.462.243 $ | +6,6 % | 22.184.903 $ | |||||
| FIRST HAWAIIAN BANK | 31.332.893 $ | +3.186.369 $ | +11,3 % | 28.146.524 $ | +200.175 $ | +0,7 % | 27.946.349 $ | +1.822.643 $ | +7,0 % | 26.123.706 $ | +3.029.688 $ | +13,1 % |
| JOURNEY STRATEGIC WEALTH LLC | 31.304.601 $ | +1.161.441 $ | +3,9 % | 30.143.160 $ | +1.354.668 $ | +4,7 % | 28.788.492 $ | +296.427 $ | +1,0 % | |||
| FAGAN ASSOCIATES, INC. | 31.285.981 $ | +1.847.885 $ | +6,3 % | 29.438.096 $ | +2.053.499 $ | +7,5 % | 27.384.597 $ | -629.420 $ | -2,2 % | 28.014.017 $ | +1.996.230 $ | +7,7 % |
| TFO Wealth Partners, LLC | 31.229.231 $ | +2.453.016 $ | +8,5 % | 28.776.215 $ | +6.738.756 $ | +30,6 % | 22.037.459 $ | +14.498.865 $ | +192,3 % | 7.538.594 $ | +463.742 $ | +6,6 % |
| Marion Wealth Management | 30.971.329 $ | +2.734.816 $ | +9,7 % | 28.236.513 $ | -2.828.173 $ | -9,1 % | 31.064.686 $ | +2.297.335 $ | +8,0 % | 28.767.351 $ | +2.124.637 $ | +8,0 % |
| Bristlecone Advisors, LLC | 31.042.840 $ | +4.634.691 $ | +17,6 % | |||||||||
| DT Investment Partners, LLC | 30.996.571 $ | +5.158.934 $ | +20,0 % | 25.837.637 $ | +1.891.783 $ | +7,9 % | 23.945.854 $ | +1.327.511 $ | +5,9 % | 22.618.343 $ | +15.657.921 $ | +225,0 % |
| Rockbridge Investment Management, LCC | 30.985.376 $ | +1.834.571 $ | +6,3 % | 29.150.805 $ | +2.417.911 $ | +9,0 % | 26.732.894 $ | +3.391.403 $ | +14,5 % | |||
| Moloney Securities Asset Management, LLC | 30.961.876 $ | +7.640.772 $ | +32,8 % | |||||||||
| SSI INVESTMENT MANAGEMENT LLC | 15.708.812 $ | -9.514.033 $ | -37,7 % | 25.222.845 $ | -3.748.690 $ | -12,9 % | 28.971.535 $ | -1.896.621 $ | -6,1 % | 30.868.156 $ | +9.013.734 $ | +41,2 % |
| ARQ WEALTH ADVISORS, LLC | 30.863.069 $ | +15.871.683 $ | +105,9 % | 14.991.386 $ | +1.810.256 $ | +13,7 % | 13.181.130 $ | -59.579 $ | -0,4 % | 13.240.709 $ | +2.624.043 $ | +24,7 % |
| ACIMA PRIVATE WEALTH, LLC | 30.832.530 $ | +2.447.883 $ | +8,6 % | 28.384.647 $ | +559.056 $ | +2,0 % | 27.825.591 $ | +1.207.699 $ | +4,5 % | 26.617.892 $ | +2.662.207 $ | +11,1 % |
| SUMITOMO LIFE INSURANCE CO | 15.988.120 $ | +3.921.370 $ | +32,5 % | 12.066.750 $ | -9.712.530 $ | -44,6 % | 21.779.280 $ | -8.998.768 $ | -29,2 % | 30.778.048 $ | +24.186.754 $ | +367,0 % |
| Concorde Asset Management, LLC | 18.797.413 $ | -2.972.307 $ | -13,7 % | 21.769.720 $ | -6.099.152 $ | -21,9 % | 27.868.872 $ | -2.850.741 $ | -9,3 % | 30.719.613 $ | ||
| Ethos Financial Group, LLC | 30.674.445 $ | +1.958.361 $ | +6,8 % | 28.716.084 $ | +8.072.154 $ | +39,1 % | 20.643.930 $ | -9.412.652 $ | -31,3 % | 30.056.582 $ | -5.506.069 $ | -15,5 % |
| MASON STREET ADVISORS, LLC | 30.657.535 $ | +3.008.550 $ | +10,9 % | 27.648.985 $ | +3.328.601 $ | +13,7 % | 24.320.384 $ | +328.996 $ | +1,4 % | 23.991.388 $ | +13.011.566 $ | +118,5 % |
| AVAII WEALTH MANAGEMENT, LLC | 30.654.666 $ | +12.232.078 $ | +66,4 % | 18.422.588 $ | +16.723.507 $ | +984,3 % | 1.699.081 $ | -195.913 $ | -10,3 % | 1.894.994 $ | +364.761 $ | +23,8 % |
| Stonebridge Financial Planning Group, LLC | 30.654.371 $ | +5.368.615 $ | +21,2 % | 25.285.756 $ | +877.601 $ | +3,6 % | 24.408.155 $ | +2.524.366 $ | +11,5 % | 21.883.789 $ | +2.833.926 $ | +14,9 % |
| Goldstein Advisors, LLC | 30.599.581 $ | +427.673 $ | +1,4 % | 30.171.908 $ | -467.912 $ | -1,5 % | 30.639.820 $ | +11.013.627 $ | +56,1 % | 19.626.193 $ | +426.344 $ | +2,2 % |
| Burns Matteson Capital Management, LLC | 30.585.366 $ | +3.198.233 $ | +11,7 % | 27.387.133 $ | -307.827 $ | -1,1 % | 27.694.960 $ | +629.382 $ | +2,3 % | 27.065.578 $ | +2.196.410 $ | +8,8 % |
| Bull Oak Capital, LLC | 30.531.759 $ | +10.863.067 $ | +55,2 % | 19.668.692 $ | +821.740 $ | +4,4 % | 18.846.952 $ | +918.571 $ | +5,1 % | 17.928.381 $ | +5.155.289 $ | +40,4 % |
| Elgethun Capital Management | 30.530.338 $ | +5.322.852 $ | +21,1 % | 25.207.486 $ | +819.287 $ | +3,4 % | 24.388.199 $ | +868.973 $ | +3,7 % | 23.519.226 $ | +2.536.654 $ | +12,1 % |
| Hennion & Walsh Asset Management, Inc. | 15.656.874 $ | +2.095.448 $ | +15,5 % | 13.561.426 $ | -16.882.677 $ | -55,5 % | 30.444.103 $ | +1.756.381 $ | +6,1 % | 28.687.722 $ | +21.529.716 $ | +300,8 % |
| ORRSTOWN FINANCIAL SERVICES INC | 30.338.884 $ | +1.672.680 $ | +5,8 % | 28.666.204 $ | +1.435.640 $ | +5,3 % | 27.230.564 $ | +736.690 $ | +2,8 % | 26.493.874 $ | +2.163.987 $ | +8,9 % |
| Pineridge Advisors LLC | 30.263.426 $ | +756.747 $ | +2,6 % | |||||||||
| Cerro Pacific Wealth Advisors LLC | 30.234.319 $ | +2.093.035 $ | +7,4 % | 28.141.284 $ | +3.233.782 $ | +13,0 % | 24.907.502 $ | +991.392 $ | +4,1 % | 23.916.110 $ | +930.140 $ | +4,0 % |
| Harvest Investment Services, LLC | 30.206.034 $ | +5.362.622 $ | +21,6 % | 24.843.412 $ | +453.574 $ | +1,9 % | 24.389.838 $ | +992.269 $ | +4,2 % | 23.397.569 $ | +1.229.670 $ | +5,5 % |
| RKL Wealth Management LLC | 30.165.223 $ | +4.679.526 $ | +18,4 % | 25.485.697 $ | -1.199.421 $ | -4,5 % | 26.685.118 $ | +1.814.921 $ | +7,3 % | 24.870.197 $ | +1.770.883 $ | +7,7 % |
| OneAscent Financial Services LLC | 30.127.423 $ | +7.194.398 $ | +31,4 % | 22.933.025 $ | +9.808.344 $ | +74,7 % | 13.124.681 $ | -13.723.917 $ | -51,1 % | 26.848.598 $ | +4.142.598 $ | +18,2 % |
| Arcus Capital Partners, LLC | 18.367.134 $ | -11.721.987 $ | -39,0 % | 30.089.121 $ | +6.780.018 $ | +29,1 % | 23.309.103 $ | +6.863.857 $ | +41,7 % | 16.445.246 $ | +1.293.858 $ | +8,5 % |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 30.062.000 $ | +4.622.000 $ | +18,2 % | 25.440.000 $ | -4.066.069 $ | -13,8 % | 29.506.069 $ | |||||
| Cercano Management LLC | 25.748.758 $ | -4.307.943 $ | -14,3 % | 30.056.701 $ | +28.545.908 $ | +1.889,5 % | 1.510.793 $ | |||||
| Owen LaRue, LLC | 30.039.490 $ | +2.547.526 $ | +9,3 % | 27.491.964 $ | +1.889.968 $ | +7,4 % | 25.601.996 $ | -965.510 $ | -3,6 % | 26.567.506 $ | +3.362.785 $ | +14,5 % |
| Galvin, Gaustad & Stein, LLC | 20.962.273 $ | -9.060.293 $ | -30,2 % | 30.022.566 $ | +13.297.629 $ | +79,5 % | 16.724.937 $ | -3.887.111 $ | -18,9 % | 20.612.048 $ | -2.229.423 $ | -9,8 % |
| Constellation Investments, Inc. | 30.022.542 $ | +4.530.173 $ | +17,8 % | 25.492.369 $ | +924.669 $ | +3,8 % | 24.567.700 $ | +475.127 $ | +2,0 % | 24.092.573 $ | +2.152.689 $ | +9,8 % |
| Prism Advisors, Inc. | 11.815.147 $ | +271.993 $ | +2,4 % | 11.543.154 $ | -15.590.305 $ | -57,5 % | 27.133.459 $ | -2.867.701 $ | -9,6 % | 30.001.160 $ | +55.793 $ | +0,2 % |
| COUNTRY TRUST BANK | 28.302.357 $ | +521.826 $ | +1,9 % | 27.780.531 $ | -2.053.822 $ | -6,9 % | 29.834.353 $ | -124.877 $ | -0,4 % | 29.959.230 $ | +941.845 $ | +3,2 % |
| Arbor Investment Advisors, LLC | 29.850.272 $ | +2.381.222 $ | +8,7 % | 27.469.050 $ | +1.499.632 $ | +5,8 % | 25.969.418 $ | -71.010 $ | -0,3 % | 26.040.428 $ | -28.322 $ | -0,1 % |
| TWIN PEAKS WEALTH ADVISORS, LLC | 29.834.677 $ | +711.393 $ | +2,4 % | 29.123.284 $ | +1.368.035 $ | +4,9 % | 27.755.249 $ | +4.295.791 $ | +18,3 % | 23.459.458 $ | +742.397 $ | +3,3 % |
| Morton Capital Management LLC/CA | 29.834.289 $ | +29.326.090 $ | +5.770,6 % | 508.199 $ | +291.078 $ | +134,1 % | 217.121 $ | |||||
| Auto-Owners Insurance Co | 29.822.400 $ | +4.712.400 $ | +18,8 % | 25.110.000 $ | +910.800 $ | +3,8 % | 24.199.200 $ | +468.000 $ | +2,0 % | 23.731.200 $ | +2.120.400 $ | +9,8 % |
| Three Cord True Wealth Management, LLC | 29.822.126 $ | +4.822.350 $ | +19,3 % | 24.999.776 $ | +1.483.759 $ | +6,3 % | 23.516.017 $ | +7.576.728 $ | +47,5 % | 15.939.289 $ | +1.651.624 $ | +11,6 % |
| GW HENSSLER & ASSOCIATES LTD | 29.786.002 $ | +2.768.300 $ | +10,2 % | 27.017.702 $ | +7.456.373 $ | +38,1 % | 19.561.329 $ | |||||
| PDS Planning, Inc | 29.785.291 $ | +4.055.695 $ | +15,8 % | 25.729.596 $ | +994.658 $ | +4,0 % | 24.734.938 $ | +36.099 $ | +0,1 % | 24.698.839 $ | +1.345.491 $ | +5,8 % |
| XML Financial, LLC | 29.733.242 $ | +1.557.671 $ | +5,5 % | 28.175.571 $ | +2.618.385 $ | +10,2 % | 25.557.186 $ | +717.665 $ | +2,9 % | 24.839.521 $ | +1.305.229 $ | +5,5 % |
| Mascoma Wealth Management LLC | 28.419.381 $ | +1.374.854 $ | +5,1 % | 27.044.527 $ | -2.624.976 $ | -8,8 % | 29.669.503 $ | +800.944 $ | +2,8 % | 28.868.559 $ | +967.383 $ | +3,5 % |
| DE BURLO GROUP INC | 10.533.106 $ | +1.748.094 $ | +19,9 % | 8.785.012 $ | -20.835.481 $ | -70,3 % | 29.620.493 $ | +576.141 $ | +2,0 % | 29.044.352 $ | +8.081.876 $ | +38,6 % |
| Frontier Asset Management, LLC | 29.606.106 $ | +2.420.429 $ | +8,9 % | 27.185.677 $ | +5.631.104 $ | +26,1 % | 21.554.573 $ | +679.567 $ | +3,3 % | 20.875.006 $ | +1.440.859 $ | +7,4 % |
| Sunbelt Securities, Inc. | 29.525.258 $ | +2.026.200 $ | +7,4 % | 27.499.058 $ | +1.613.544 $ | +6,2 % | 25.885.514 $ | +12.433.258 $ | +92,4 % | |||
| IMZ Advisory Inc | 29.465.339 $ | +5.299.640 $ | +21,9 % | 24.165.699 $ | -351.903 $ | -1,4 % | 24.517.602 $ | -686.150 $ | -2,7 % | 25.203.752 $ | +477.611 $ | +1,9 % |
| Ridgeline Wealth Planning, LLC | 29.458.700 $ | +2.620.470 $ | +9,8 % | 26.838.230 $ | -626.541 $ | -2,3 % | 27.464.771 $ | -667.256 $ | -2,4 % | 28.132.027 $ | +5.679.794 $ | +25,3 % |
| Greenbush Financial Group, LLC | 28.974.972 $ | +3.726.374 $ | +14,8 % | 25.248.598 $ | -4.187.528 $ | -14,2 % | 29.436.126 $ | +3.060.870 $ | +11,6 % | 26.375.256 $ | +3.186.083 $ | +13,7 % |
| Key FInancial Inc | 29.357.939 $ | +3.824.805 $ | +15,0 % | 25.533.134 $ | +1.521.756 $ | +6,3 % | 24.011.378 $ | -1.400.248 $ | -5,5 % | 25.411.626 $ | +2.149.005 $ | +9,2 % |
| Polianta Ltd | 29.318.000 $ | +1.711.000 $ | +6,2 % | 27.607.000 $ | -1.475.000 $ | -5,1 % | 29.082.000 $ | +12.915.000 $ | +79,9 % | 16.167.000 $ | +629.000 $ | +4,0 % |
| Blue Chip Partners, LLC | 29.280.706 $ | +2.812.605 $ | +10,6 % | 26.468.101 $ | +1.637.602 $ | +6,6 % | 24.830.499 $ | +987.022 $ | +4,1 % | 23.843.477 $ | +2.421.875 $ | +11,3 % |
| Beaumont Financial Advisors, LLC | 20.042.340 $ | +2.328.307 $ | +13,1 % | 17.714.033 $ | -11.560.724 $ | -39,5 % | 29.274.757 $ | +990.872 $ | +3,5 % | 28.283.885 $ | -998.254 $ | -3,4 % |
| Astoria Portfolio Advisors LLC. | 29.270.384 $ | +10.321.419 $ | +54,5 % | 18.948.965 $ | -594.242 $ | -3,0 % | 19.543.207 $ | +7.503.234 $ | +62,3 % | 12.039.973 $ | +2.515.212 $ | +26,4 % |
| Atlas Wealth LLC | 29.192.019 $ | +1.120.151 $ | +4,0 % | 28.071.868 $ | +270.584 $ | +1,0 % | 27.801.284 $ | +3.656.768 $ | +15,1 % | 24.144.516 $ | +3.131.929 $ | +14,9 % |
| Physician Wealth Advisors, Inc. | 15.949.763 $ | +1.243.452 $ | +8,5 % | 14.706.311 $ | -14.483.035 $ | -49,6 % | 29.189.346 $ | +5.015.700 $ | +20,7 % | 24.173.646 $ | -405.325 $ | -1,6 % |
| LeClair Wealth Partners LLC | 24.902.314 $ | -4.102.933 $ | -14,1 % | 29.005.247 $ | +6.613.925 $ | +29,5 % | 22.391.322 $ | -1.757.558 $ | -7,3 % | 24.148.880 $ | +1.982.261 $ | +8,9 % |
| Kraft, Davis & Associates, LLC | 19.697.700 $ | +510.742 $ | +2,7 % | 19.186.958 $ | -9.812.547 $ | -33,8 % | 28.999.505 $ | +1.863.818 $ | +6,9 % | 27.135.687 $ | +469.264 $ | +1,8 % |
| INSPIRE TRUST CO, N.A. | 28.994.000 $ | +4.581.500 $ | +18,8 % | 24.412.500 $ | +4.974.425 $ | +25,6 % | 19.438.075 $ | +3.946.875 $ | +25,5 % | 15.491.200 $ | ||
| Atlanta Consulting Group Advisors, LLC | 28.958.461 $ | +5.210.981 $ | +21,9 % | 23.747.480 $ | +14.766.652 $ | +164,4 % | 8.980.828 $ | +655.444 $ | +7,9 % | 8.325.384 $ | +753.259 $ | +9,9 % |
| Abound Wealth Management | 28.900.872 $ | +5.405.210 $ | +23,0 % | 23.495.662 $ | +1.427.366 $ | +6,5 % | 22.068.296 $ | +1.251.585 $ | +6,0 % | 20.816.711 $ | +1.577.279 $ | +8,2 % |
| Financial Futures Ltd Liability Co. | 28.810.535 $ | +6.269.423 $ | +27,8 % | 22.541.112 $ | +2.174.327 $ | +10,7 % | 20.366.785 $ | -2.890.600 $ | -12,4 % | 23.257.385 $ | +3.379.095 $ | +17,0 % |
| Cypress Wealth Services, LLC | 22.573.511 $ | -1.775.033 $ | -7,3 % | 24.348.544 $ | -4.352.278 $ | -15,2 % | 28.700.822 $ | +9.846.612 $ | +52,2 % | 18.854.210 $ | +3.309.284 $ | +21,3 % |
| Trust Co | 28.624.626 $ | +638.013 $ | +2,3 % | 27.986.613 $ | +589.249 $ | +2,2 % | 27.397.364 $ | +3.764.483 $ | +15,9 % | 23.632.881 $ | +4.430.011 $ | +23,1 % |
| Gaddis Premier Wealth Advisors LLC | 28.608.210 $ | +5.115.126 $ | +21,8 % | 23.493.084 $ | +1.035.543 $ | +4,6 % | 22.457.541 $ | |||||
| BECKER CAPITAL MANAGEMENT INC | 27.347.058 $ | +440.869 $ | +1,6 % | 26.906.189 $ | -1.670.918 $ | -5,8 % | 28.577.107 $ | +869.271 $ | +3,1 % | 27.707.836 $ | +1.953.563 $ | +7,6 % |
| Stonebrook Private Inc. | 17.005.764 $ | +2.089.625 $ | +14,0 % | 14.916.139 $ | -13.641.336 $ | -47,8 % | 28.557.475 $ | +3.362.667 $ | +13,3 % | 25.194.808 $ | +6.251.923 $ | +33,0 % |
| Accel Wealth Management | 28.508.949 $ | +6.251.690 $ | +28,1 % | 22.257.259 $ | +2.928.141 $ | +15,1 % | 19.329.118 $ | +2.576.693 $ | +15,4 % | 16.752.425 $ | +5.536.945 $ | +49,4 % |
| Delta Investment Management, LLC | 9.364.585 $ | +1.356.305 $ | +16,9 % | 8.008.280 $ | -3.940.207 $ | -33,0 % | 11.948.487 $ | -16.537.500 $ | -58,1 % | 28.485.987 $ | -7.295.148 $ | -20,4 % |
| J. Derek Lewis & Associates Inc. | 28.460.929 $ | +5.209.649 $ | +22,4 % | 23.251.280 $ | -181.876 $ | -0,8 % | 23.433.156 $ | |||||
| Ruggaard & Associates LLC | 28.389.232 $ | +2.104.384 $ | +8,0 % | 26.284.848 $ | -90.736 $ | -0,3 % | 26.375.584 $ | -1.650.720 $ | -5,9 % | 28.026.304 $ | +1.092.800 $ | +4,1 % |
| BIP Wealth, LLC | 26.969.875 $ | +334.644 $ | +1,3 % | 26.635.231 $ | -1.740.846 $ | -6,1 % | 28.376.077 $ | +23.836.236 $ | +525,0 % | 4.539.841 $ | +446.021 $ | +10,9 % |
| High Falls Advisors, Inc | 28.372.782 $ | +6.448.819 $ | +29,4 % | 21.923.963 $ | +3.553.903 $ | +19,3 % | ||||||
| Synergy Investment Management, LLC | 27.767.207 $ | +1.159 $ | +0,0 % | 27.766.048 $ | -518.265 $ | -1,8 % | 28.284.313 $ | +2.927.534 $ | +11,5 % | 25.356.779 $ | +20.274.650 $ | +398,9 % |
| Smithfield Trust Co | 28.204.000 $ | +3.658.000 $ | +14,9 % | 24.546.000 $ | +1.086.000 $ | +4,6 % | 23.460.000 $ | +243.000 $ | +1,0 % | 23.217.000 $ | +1.632.000 $ | +7,6 % |
| Longview Financial Advisors, Inc. | 28.198.286 $ | +478.216 $ | +1,7 % | 27.720.070 $ | +2.786.953 $ | +11,2 % | 24.933.117 $ | +1.379.091 $ | +5,9 % | 23.554.026 $ | -3.734.114 $ | -13,7 % |
| CITIZENS & NORTHERN CORP | 28.177.032 $ | +4.967.650 $ | +21,4 % | 23.209.382 $ | +914.659 $ | +4,1 % | 22.294.723 $ | -1.224.676 $ | -5,2 % | 23.519.399 $ | +2.065.157 $ | +9,6 % |
| Tribridge Partners Financial LLC | 28.016.529 $ | +1.527.987 $ | +5,8 % | 26.488.542 $ | -1.637.787 $ | -5,8 % | 28.126.329 $ | +1.740.523 $ | +6,6 % | 26.385.806 $ | +5.506.806 $ | +26,4 % |
| Selby Wealth Management, LLC | 28.120.486 $ | +1.194.802 $ | +4,4 % | 26.925.684 $ | -641.773 $ | -2,3 % | 27.567.457 $ | |||||
| Tempus Wealth Planning, LLC | 28.118.736 $ | +9.793.744 $ | +53,4 % | 18.324.992 $ | +1.076.515 $ | +6,2 % | 17.248.477 $ | -1.637.539 $ | -8,7 % | 18.886.016 $ | +498.021 $ | +2,7 % |
| CX Institutional | 28.043.000 $ | +13.107.000 $ | +87,8 % | 14.936.000 $ | -1.139.000 $ | -7,1 % | 16.075.000 $ | -740.000 $ | -4,4 % | 16.815.000 $ | +2.914.000 $ | +21,0 % |
| BRIDGES INVESTMENT MANAGEMENT INC | 24.796.586 $ | +1.287.756 $ | +5,5 % | 23.508.830 $ | -4.527.690 $ | -16,1 % | 28.036.520 $ | +243.003 $ | +0,9 % | 27.793.517 $ | +2.752.065 $ | +11,0 % |
| WOODMONT INVESTMENT COUNSEL LLC | 28.034.793 $ | +3.113.297 $ | +12,5 % | 24.921.496 $ | +327.501 $ | +1,3 % | 24.593.995 $ | +1.478.737 $ | +6,4 % | 23.115.258 $ | -4.354.846 $ | -15,9 % |
| Graves Light Lenhart Wealth, Inc. | 28.031.864 $ | +3.731.447 $ | +15,4 % | 24.300.417 $ | +1.483.844 $ | +6,5 % | 22.816.573 $ | +1.669.445 $ | +7,9 % | 21.147.128 $ | +1.574.002 $ | +8,0 % |
| StoneCrest Wealth Management, Inc. | 27.993.616 $ | +7.301.543 $ | +35,3 % | 20.692.073 $ | -3.494.246 $ | -14,4 % | 24.186.319 $ | -2.408.288 $ | -9,1 % | 26.594.607 $ | -1.317.602 $ | -4,7 % |
| BlueChip Wealth Advisors LLC | 27.990.901 $ | +3.088.284 $ | +12,4 % | 24.902.617 $ | -2.759.520 $ | -10,0 % | 27.662.137 $ | +1.913.893 $ | +7,4 % | 25.748.244 $ | -4.994.406 $ | -16,2 % |
| Rodgers & Associates, LTD | 27.959.332 $ | +3.966.385 $ | +16,5 % | 23.992.947 $ | +96.225 $ | +0,4 % | 23.896.722 $ | +76.536 $ | +0,3 % | 23.820.186 $ | +2.686.802 $ | +12,7 % |
| Claro Advisors Inc. | 27.323.570 $ | +4.372.176 $ | +19,0 % | 22.951.394 $ | -4.987.068 $ | -17,9 % | 27.938.462 $ | +1.067.444 $ | +4,0 % | 26.871.018 $ | +7.717.638 $ | +40,3 % |
| Blueprint Financial Advisors LLC | 27.899.006 $ | +12.804.750 $ | +84,8 % | 15.094.256 $ | -2.892.639 $ | -16,1 % | 17.986.895 $ | +3.511.677 $ | +24,3 % | 14.475.218 $ | +6.088.425 $ | +72,6 % |
| Fort Point Capital Partners LLC | 27.873.626 $ | +5.511.554 $ | +24,6 % | 22.362.072 $ | -1.569.722 $ | -6,6 % | 23.931.794 $ | +7.473.713 $ | +45,4 % | 16.458.081 $ | +958.133 $ | +6,2 % |
| Gradient Investments LLC | 27.809.462 $ | +4.832.472 $ | +21,0 % | 22.976.990 $ | +3.378.709 $ | +17,2 % | 19.598.281 $ | +13.752 $ | +0,1 % | 19.584.529 $ | +2.489.662 $ | +14,6 % |
| SageView Advisory Group, LLC | 22.345.484 $ | +11.444.734 $ | +105,0 % | 10.900.750 $ | -16.900.209 $ | -60,8 % | 27.800.959 $ | +1.391.577 $ | +5,3 % | 26.409.382 $ | +20.194.744 $ | +325,0 % |
| PKS Advisory Services, LLC | 27.796.764 $ | +9.214.470 $ | +49,6 % | 18.582.294 $ | +129.940 $ | +0,7 % | 18.452.354 $ | +1.397.130 $ | +8,2 % | 17.055.224 $ | +1.565.922 $ | +10,1 % |
| MAGNOLIA CAPITAL ADVISORS LLC | 17.842.997 $ | -9.905.362 $ | -35,7 % | 27.748.359 $ | +19.747.287 $ | +246,8 % | 8.001.072 $ | +2.034.903 $ | +34,1 % | 5.966.169 $ | +239.184 $ | +4,2 % |
| MANCHESTER FINANCIAL INC | 27.725.208 $ | +10.136.784 $ | +57,6 % | 17.588.424 $ | +2.731.434 $ | +18,4 % | 14.856.990 $ | +2.836.832 $ | +23,6 % | 12.020.158 $ | +3.866.957 $ | +47,4 % |
| RETIREMENT GUYS FORMULA LLC | 27.720.728 $ | +4.238.074 $ | +18,0 % | 23.482.654 $ | +3.405.880 $ | +17,0 % | 20.076.774 $ | +1.323.536 $ | +7,1 % | 18.753.238 $ | +1.939.189 $ | +11,5 % |
| STATE OF WISCONSIN INVESTMENT BOARD | 1.416.564 $ | -3.689.136 $ | -72,3 % | 5.105.700 $ | -22.508.276 $ | -81,5 % | 27.613.976 $ | +1.048.216 $ | +3,9 % | 26.565.760 $ | -5.952.491 $ | -18,3 % |
| Integrity Advisory Solutions, LLC | 27.559.849 $ | +5.952.173 $ | +27,5 % | 21.607.676 $ | -126.154 $ | -0,6 % | 21.733.830 $ | +2.667.054 $ | +14,0 % | 19.066.776 $ | ||
| Causey Wealth LLC | 27.533.781 $ | +3.469.341 $ | +14,4 % | 24.064.440 $ | +4.902.948 $ | +25,6 % | 19.161.492 $ | +1.022.056 $ | +5,6 % | 18.139.436 $ | +99.991 $ | +0,6 % |
| SAGE PRIVATE WEALTH GROUP, LLC | 27.522.820 $ | +5.660.894 $ | +25,9 % | 21.861.926 $ | +2.391.739 $ | +12,3 % | 19.470.187 $ | +663.438 $ | +3,5 % | 18.806.749 $ | +5.228.898 $ | +38,5 % |
| Wealth Watch Advisors, INC | 27.496.105 $ | +17.262.148 $ | +168,7 % | 10.233.957 $ | +57.179 $ | +0,6 % | 10.176.778 $ | +3.216.859 $ | +46,2 % | 6.959.919 $ | +1.500.672 $ | +27,5 % |
| Matthew Goff Investment Advisor, LLC | 27.473.244 $ | +5.862.376 $ | +27,1 % | 21.610.868 $ | +1.027.207 $ | +5,0 % | 20.583.661 $ | +4.016.919 $ | +24,2 % | 16.566.742 $ | +2.087.215 $ | +14,4 % |
| One Wealth Advisors, LLC | 18.811.031 $ | +2.649.916 $ | +16,4 % | 16.161.115 $ | -11.311.132 $ | -41,2 % | 27.472.247 $ | +4.767.146 $ | +21,0 % | 22.705.101 $ | +2.302.178 $ | +11,3 % |
| ACT Advisors, LLC. | 25.982.663 $ | -1.482.316 $ | -5,4 % | 27.464.979 $ | +26.093.569 $ | +1.902,7 % | 1.371.410 $ | -1.394.024 $ | -50,4 % | 2.765.434 $ | -20.367.402 $ | -88,0 % |
| 1 NORTH WEALTH SERVICES LLC | 27.315.669 $ | +436.303 $ | +1,6 % | 26.879.366 $ | +995.637 $ | +3,8 % | 25.883.729 $ | +1.801.384 $ | +7,5 % | 24.082.345 $ | +484.435 $ | +2,1 % |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 27.311.926 $ | +10.442.033 $ | +61,9 % | 16.869.893 $ | -346.901 $ | -2,0 % | 17.216.794 $ | |||||
| Independent Wealth Network Inc. | 27.294.808 $ | +1.158.503 $ | +4,4 % | 26.136.305 $ | +3.699.805 $ | +16,5 % | 22.436.500 $ | -500.457 $ | -2,2 % | 22.936.957 $ | +4.287.831 $ | +23,0 % |
| Legacy Edge Advisors, LLC | 27.281.163 $ | +4.424.295 $ | +19,4 % | 22.856.868 $ | -58.482 $ | -0,3 % | 22.915.350 $ | +5.475.987 $ | +31,4 % | |||
| ALONGSIDE, LLC | 27.274.459 $ | +7.647.021 $ | +39,0 % | 19.627.438 $ | ||||||||
| Foster Victor Wealth Advisors, LLC | 18.440.915 $ | -8.783.576 $ | -32,3 % | 27.224.491 $ | +1.218.058 $ | +4,7 % | 26.006.433 $ | +1.467.374 $ | +6,0 % | 24.539.059 $ | +1.090.756 $ | +4,7 % |
| Thomasville National Bank | 27.223.080 $ | +299.834 $ | +1,1 % | 26.923.246 $ | +742.321 $ | +2,8 % | 26.180.925 $ | +149.744 $ | +0,6 % | |||
| WASHINGTON TRUST Co | 27.180.690 $ | +3.412.029 $ | +14,4 % | 23.768.661 $ | +2.277.937 $ | +10,6 % | 21.490.724 $ | +689.688 $ | +3,3 % | 20.801.036 $ | +2.066.201 $ | +11,0 % |
| BNB Wealth Management, LLC | 27.161.792 $ | +2.259.818 $ | +9,1 % | 24.901.974 $ | -410.724 $ | -1,6 % | 25.312.698 $ | |||||
| Global Wealth Management, LLC | 25.622.143 $ | -1.025.512 $ | -3,8 % | 26.647.655 $ | +21.195 $ | +0,1 % | 26.626.460 $ | -505.490 $ | -1,9 % | 27.131.950 $ | +446.624 $ | +1,7 % |
| Drucker Wealth 3.0, LLC | 27.124.298 $ | +1.473.409 $ | +5,7 % | 25.650.889 $ | +935.503 $ | +3,8 % | 24.715.386 $ | +2.722.866 $ | +12,4 % | 21.992.520 $ | +13.865.485 $ | +170,6 % |
| Lighthouse Wealth Management Inc. | 27.108.651 $ | +61.822 $ | +0,2 % | 27.046.829 $ | +4.136.462 $ | +18,1 % | 22.910.367 $ | +2.445.384 $ | +11,9 % | 20.464.983 $ | -16.373 $ | -0,1 % |
| MTM FINANCIAL GROUP, LLC | 27.000.854 $ | +3.790.906 $ | +16,3 % | 23.209.948 $ | +1.985.688 $ | +9,4 % | 21.224.260 $ | +2.370.691 $ | +12,6 % | 18.853.569 $ | +4.824.932 $ | +34,4 % |
| Sun Financial Inc | 26.878.948 $ | +1.654.115 $ | +6,6 % | 25.224.833 $ | +4.268.467 $ | +20,4 % | 20.956.366 $ | |||||
| Evelyn Partners Investment Management (Europe) Ltd | 8.887.189 $ | -484.637 $ | -5,2 % | 9.371.826 $ | -17.496.121 $ | -65,1 % | 26.867.947 $ | +17.706.338 $ | +193,3 % | |||
| Plotkin Financial Advisors, LLC | 26.864.114 $ | +3.399.109 $ | +14,5 % | 23.465.005 $ | +1.160.359 $ | +5,2 % | 22.304.646 $ | +1.320.302 $ | +6,3 % | 20.984.344 $ | +1.856.149 $ | +9,7 % |
| SENTINEL TRUST CO LBA | 26.843.000 $ | +3.946.000 $ | +17,2 % | 22.897.000 $ | +672.000 $ | +3,0 % | 22.225.000 $ | +1.316.000 $ | +6,3 % | 20.909.000 $ | +1.791.000 $ | +9,4 % |
| Mason & Associates Inc | 13.822.685 $ | -5.917.637 $ | -30,0 % | 19.740.322 $ | -7.079.969 $ | -26,4 % | 26.820.291 $ | +17.474.581 $ | +187,0 % | 9.345.710 $ | +5.573.584 $ | +147,8 % |
| GLR Partners, LLC | 26.815.397 $ | +3.617.985 $ | +15,6 % | 23.197.412 $ | ||||||||
| DAGCO, INC. | 26.715.434 $ | +3.389.204 $ | +14,5 % | 23.326.230 $ | +1.666.996 $ | +7,7 % | 21.659.234 $ | +716.202 $ | +3,4 % | 20.943.032 $ | +2.210.921 $ | +11,8 % |
| Ellis Investment Partners, LLC | 12.550.769 $ | +133.996 $ | +1,1 % | 12.416.773 $ | -7.995.889 $ | -39,2 % | 20.412.662 $ | -6.289.682 $ | -23,6 % | 26.702.344 $ | -1.378.086 $ | -4,9 % |
| ADG Wealth Management Group, LLC | 26.668.560 $ | +1.635.913 $ | +6,5 % | 25.032.647 $ | +1.345.035 $ | +5,7 % | 23.687.612 $ | +1.076.783 $ | +4,8 % | 22.610.829 $ | +371.430 $ | +1,7 % |
| NCM Capital Management, LLC | 26.656.338 $ | +2.752.337 $ | +11,5 % | 23.904.001 $ | -233.941 $ | -1,0 % | 24.137.942 $ | +2.298.109 $ | +10,5 % | 21.839.833 $ | +1.321.279 $ | +6,4 % |
| Juno Financial Group LLC | 26.645.598 $ | +3.267.506 $ | +14,0 % | 23.378.092 $ | -20.231 $ | -0,1 % | 23.398.323 $ | |||||
| LEAVELL INVESTMENT MANAGEMENT, INC. | 26.628.110 $ | +7.565.336 $ | +39,7 % | 19.062.774 $ | +4.140.966 $ | +27,8 % | 14.921.808 $ | -531.976 $ | -3,4 % | 15.453.784 $ | +1.915.365 $ | +14,1 % |
| Sylvest Advisors, LLC | 25.851.797 $ | +1.525.132 $ | +6,3 % | 24.326.665 $ | +434.032 $ | +1,8 % | 23.892.633 $ | -2.700.411 $ | -10,2 % | 26.593.044 $ | +1.127.858 $ | +4,4 % |
| Kelly Financial Services LLC | 15.123.734 $ | -2.391.687 $ | -13,7 % | 17.515.421 $ | -9.030.908 $ | -34,0 % | 26.546.329 $ | +4.409.181 $ | +19,9 % | 22.137.148 $ | +16.216.208 $ | +273,9 % |
| Legacy Capital Wealth Partners, LLC | 26.478.793 $ | +3.620.594 $ | +15,8 % | 22.858.199 $ | -332.694 $ | -1,4 % | 23.190.893 $ | -77.249 $ | -0,3 % | 23.268.142 $ | +992.459 $ | +4,5 % |
| SWF LLC | 26.463.735 $ | |||||||||||
| Sollinda Capital Management LLC | 25.531.397 $ | +93.505 $ | +0,4 % | 25.437.892 $ | -23.847 $ | -0,1 % | 25.461.739 $ | -991.427 $ | -3,7 % | 26.453.166 $ | -1.845.056 $ | -6,5 % |
| Global Assets Advisory, LLC | 26.360.315 $ | +16.072.204 $ | +156,2 % | 10.288.111 $ | -8.407.737 $ | -45,0 % | 18.695.848 $ | +156.874 $ | +0,8 % | 18.538.974 $ | +3.008.888 $ | +19,4 % |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 26.245.772 $ | +8.348.882 $ | +46,6 % | 17.896.890 $ | +4.743.238 $ | +36,1 % | 13.153.652 $ | +3.657.349 $ | +38,5 % | 9.496.303 $ | +7.501.866 $ | +376,1 % |
| Centennial Wealth Advisory LLC | 26.235.999 $ | +2.207.712 $ | +9,2 % | 24.028.287 $ | +2.447.603 $ | +11,3 % | 21.580.684 $ | -1.225.695 $ | -5,4 % | 22.806.379 $ | -3.236.529 $ | -12,4 % |
| NWF Advisory Services Inc. | 26.173.601 $ | +4.206.559 $ | +19,1 % | 21.967.042 $ | -1.265.566 $ | -5,4 % | 23.232.608 $ | -881.287 $ | -3,7 % | 24.113.895 $ | -742.247 $ | -3,0 % |
| Mechanics Bank Trust Department | 26.151.882 $ | -10.627 $ | -0,0 % | 26.162.509 $ | +307.326 $ | +1,2 % | 25.855.183 $ | +945.289 $ | +3,8 % | 24.909.894 $ | +858.186 $ | +3,6 % |
| Apeiron RIA LLC | 17.302.685 $ | -8.858.129 $ | -33,9 % | 26.160.814 $ | +57.677 $ | +0,2 % | 26.103.137 $ | +4.451.978 $ | +20,6 % | 21.651.159 $ | +3.058.010 $ | +16,4 % |
| GTS SECURITIES LLC | 25.290.812 $ | +8.845.698 $ | +53,8 % | 16.445.114 $ | +12.344.563 $ | +301,0 % | 4.100.551 $ | -22.057.625 $ | -84,3 % | 26.158.176 $ | +4.177.184 $ | +19,0 % |
| Main Street Financial Solutions, LLC | 26.124.820 $ | +2.935.205 $ | +12,7 % | 23.189.615 $ | -592.004 $ | -2,5 % | 23.781.619 $ | +292.150 $ | +1,2 % | 23.489.469 $ | +529.660 $ | +2,3 % |
| James Reed Financial Services, Inc. | 26.066.440 $ | +2.676.563 $ | +11,4 % | 23.389.877 $ | -2.173.950 $ | -8,5 % | 25.563.827 $ | +1.809.366 $ | +7,6 % | 23.754.461 $ | +483.947 $ | +2,1 % |
| MassMutual Private Wealth & Trust, FSB | 26.049.057 $ | +2.224.392 $ | +9,3 % | 23.824.665 $ | +2.277.564 $ | +10,6 % | 21.547.101 $ | -875.130 $ | -3,9 % | 22.422.231 $ | +4.508.589 $ | +25,2 % |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 26.045.529 $ | +863.346 $ | +3,4 % | 25.182.183 $ | +7.402.307 $ | +41,6 % | 17.779.876 $ | +487.284 $ | +2,8 % | 17.292.592 $ | -2.135.120 $ | -11,0 % |
| CLG LLC | 26.010.124 $ | +5.452.336 $ | +26,5 % | 20.557.788 $ | -4.340.170 $ | -17,4 % | 24.897.958 $ | +291.433 $ | +1,2 % | 24.606.525 $ | -8.206.772 $ | -25,0 % |
| CHILDRESS CAPITAL ADVISORS, LLC | 22.717.207 $ | +6.389.979 $ | +39,1 % | 16.327.228 $ | -5.746.364 $ | -26,0 % | 22.073.592 $ | -3.801.499 $ | -14,7 % | 25.875.091 $ | +163.645 $ | +0,6 % |
| MA Private Wealth | 21.171.186 $ | +648.038 $ | +3,2 % | 20.523.148 $ | -5.338.651 $ | -20,6 % | 25.861.799 $ | +22.156.744 $ | +598,0 % | 3.705.055 $ | +654.918 $ | +21,5 % |
| Eagle Strategies LLC | 17.904.176 $ | -3.609.462 $ | -16,8 % | 21.513.638 $ | -4.336.655 $ | -16,8 % | 25.850.293 $ | +1.112.860 $ | +4,5 % | 24.737.433 $ | +7.387.143 $ | +42,6 % |
| Arete Wealth Advisors, LLC | 17.218.328 $ | +1.044.434 $ | +6,5 % | 16.173.894 $ | -9.663.522 $ | -37,4 % | 25.837.416 $ | +1.736.416 $ | +7,2 % | 24.101.000 $ | +3.167.000 $ | +15,1 % |
| CoreCap Advisors, LLC | 25.834.320 $ | +3.865.594 $ | +17,6 % | 21.968.726 $ | -3.410.839 $ | -13,4 % | 25.379.565 $ | +2.717.256 $ | +12,0 % | 22.662.309 $ | -2.301.464 $ | -9,2 % |
| Ameritas Investment Partners, Inc. | 25.776.587 $ | +4.290.267 $ | +20,0 % | 21.486.320 $ | +5.257.423 $ | +32,4 % | 16.228.897 $ | +2.301.438 $ | +16,5 % | 13.927.459 $ | +1.274.112 $ | +10,1 % |
| CATALYST FINANCIAL PARTNERS LLC | 25.717.580 $ | +7.317.899 $ | +39,8 % | 18.399.681 $ | +1.969.183 $ | +12,0 % | 16.430.498 $ | +1.821.756 $ | +12,5 % | 14.608.742 $ | +2.049.554 $ | +16,3 % |
| Apollon Financial, LLC | 25.709.001 $ | +3.788.732 $ | +17,3 % | 21.920.269 $ | +1.568.909 $ | +7,7 % | 20.351.360 $ | +1.465.542 $ | +7,8 % | 18.885.818 $ | +4.363.714 $ | +30,0 % |
| SMI Advisory Services, LLC | 25.661.896 $ | +1.010.765 $ | +4,1 % | |||||||||
| Family Capital Management, Inc. | 25.637.271 $ | +2.043.733 $ | +8,7 % | 23.593.538 $ | +3.445.810 $ | +17,1 % | 20.147.728 $ | +1.698.217 $ | +9,2 % | 18.449.511 $ | +1.096.398 $ | +6,3 % |
| Crestwood Advisors Group, LLC | 25.628.568 $ | +10.060.835 $ | +64,6 % | 15.567.733 $ | +1.273.551 $ | +8,9 % | 14.294.182 $ | +1.704.462 $ | +13,5 % | 12.589.720 $ | +947.984 $ | +8,1 % |
| West Wealth Group, LLC | 18.150.871 $ | -2.277.267 $ | -11,1 % | 20.428.138 $ | -5.193.573 $ | -20,3 % | 25.621.711 $ | +2.550.723 $ | +11,1 % | 23.070.988 $ | +5.801.348 $ | +33,6 % |
| Steele Capital Management, Inc. | 25.601.349 $ | +623.532 $ | +2,5 % | 24.977.817 $ | +118.731 $ | +0,5 % | 24.859.086 $ | -217.467 $ | -0,9 % | 25.076.553 $ | -1.383.522 $ | -5,2 % |
| Cabot-Wellington, LLC | 25.589.177 $ | +3.511.416 $ | +15,9 % | 22.077.761 $ | +1.548.876 $ | +7,5 % | 20.528.885 $ | +250.252 $ | +1,2 % | 20.278.633 $ | +1.706.798 $ | +9,2 % |
| TLWM | 25.583.979 $ | +618.201 $ | +2,5 % | |||||||||
| ARMSTRONG ADVISORY GROUP, INC | 5.809.997 $ | -19.753.202 $ | -77,3 % | 25.563.199 $ | +21.344.044 $ | +505,9 % | 4.219.155 $ | +462.272 $ | +12,3 % | 3.756.883 $ | +214.741 $ | +6,1 % |
| LIBERTY WEALTH MANAGEMENT LLC | 25.544.641 $ | +0 $ | +0,0 % | 25.544.641 $ | +4.913.814 $ | +23,8 % | 20.630.827 $ | +932.724 $ | +4,7 % | 19.698.103 $ | +2.790.895 $ | +16,5 % |
| Core Wealth Advisors, Inc. | 25.535.880 $ | +4.962.127 $ | +24,1 % | 20.573.753 $ | +2.180.267 $ | +11,9 % | 18.393.486 $ | +841.297 $ | +4,8 % | 17.552.189 $ | +45.276 $ | +0,3 % |
| NICOLET BANKSHARES INC | 25.447.861 $ | +8.151.402 $ | +47,1 % | 17.296.459 $ | +14.846.786 $ | +606,1 % | 2.449.673 $ | +835.242 $ | +51,7 % | 1.614.431 $ | +87.098 $ | +5,7 % |
| Fearless Solutions, LLC dba Best Invest | 25.367.572 $ | +2.088.417 $ | +9,0 % | 23.279.155 $ | +378.751 $ | +1,7 % | 22.900.404 $ | +1.090.321 $ | +5,0 % | 21.810.083 $ | +1.616.966 $ | +8,0 % |
| Spectrum Planning & Advisory Services Inc. | 19.940.210 $ | -1.389.179 $ | -6,5 % | 21.329.389 $ | -4.037.850 $ | -15,9 % | 25.367.239 $ | +3.856.786 $ | +17,9 % | 21.510.453 $ | +6.387.851 $ | +42,2 % |
| BANK OF HAWAII | 25.333.036 $ | +3.270.986 $ | +14,8 % | 22.062.050 $ | +531.561 $ | +2,5 % | 21.530.489 $ | +279.804 $ | +1,3 % | 21.250.685 $ | +1.539.852 $ | +7,8 % |
| National Wealth Management Group, LLC | 22.276.233 $ | -1.409.105 $ | -5,9 % | 23.685.338 $ | +293.542 $ | +1,3 % | 23.391.796 $ | -1.930.379 $ | -7,6 % | 25.322.175 $ | +3.078.864 $ | +13,8 % |
| TD Waterhouse Canada Inc. | 25.315.278 $ | +2.289.058 $ | +9,9 % | 23.026.220 $ | +7.199.921 $ | +45,5 % | 15.826.299 $ | -7.190.048 $ | -31,2 % | 23.016.347 $ | -284.264 $ | -1,2 % |
| EQ LLC | 20.452.714 $ | -4.805.948 $ | -19,0 % | 25.258.662 $ | +9.463.753 $ | +59,9 % | 15.794.909 $ | -561.376 $ | -3,4 % | 16.356.285 $ | -2.157.120 $ | -11,7 % |
| TRB Wealth Management, LLC | 25.252.322 $ | +3.270.709 $ | +14,9 % | 21.981.613 $ | ||||||||
| SIGNET FINANCIAL MANAGEMENT, LLC | 24.506.144 $ | -651.747 $ | -2,6 % | 25.157.891 $ | +3.168.795 $ | +14,4 % | 21.989.096 $ | +2.538.611 $ | +13,1 % | |||
| Fortune Financial Group, Inc. | 18.499.284 $ | -6.639.286 $ | -26,4 % | 25.138.570 $ | +9.820.570 $ | +64,1 % | 15.318.000 $ | |||||
| WBH ADVISORY INC | 25.106.675 $ | +8.467.147 $ | +50,9 % | 16.639.528 $ | +2.502.544 $ | +17,7 % | 14.136.984 $ | -51.067 $ | -0,4 % | 14.188.051 $ | +3.131.188 $ | +28,3 % |
| Fox Financial, Inc | 25.069.218 $ | +3.677.158 $ | +17,2 % | 21.392.060 $ | +253.507 $ | +1,2 % | 21.138.553 $ | -19.725 $ | -0,1 % | 21.158.278 $ | +1.693.632 $ | +8,7 % |
| Rockport Wealth LLC | 25.044.428 $ | +4.365.520 $ | +21,1 % | 20.678.908 $ | +1.211.330 $ | +6,2 % | 19.467.578 $ | +9.195.907 $ | +89,5 % | 10.271.671 $ | +1.085.904 $ | +11,8 % |
| Midwest Heritage Bank, FSB | 24.989.880 $ | +3.063.696 $ | +14,0 % | 21.926.184 $ | +2.245.353 $ | +11,4 % | 19.680.831 $ | +147.289 $ | +0,8 % | 19.533.542 $ | +1.394.148 $ | +7,7 % |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 24.980.241 $ | +3.193.488 $ | +14,7 % | 21.786.753 $ | +968.784 $ | +4,7 % | 20.817.969 $ | -240.663 $ | -1,1 % | 21.058.632 $ | +534.353 $ | +2,6 % |
| FIRST NATIONAL BANK OF OMAHA | 24.977.164 $ | +3.358.168 $ | +15,5 % | 21.618.996 $ | -547.619 $ | -2,5 % | 22.166.615 $ | +21.926.748 $ | +9.141,2 % | 239.867 $ | +9.330 $ | +4,0 % |
| FIDUCIENT ADVISORS LLC | 21.181.916 $ | +975.067 $ | +4,8 % | 20.206.849 $ | -4.754.200 $ | -19,0 % | 24.961.049 $ | +6.089.309 $ | +32,3 % | 18.871.740 $ | +1.540.578 $ | +8,9 % |
| Lynx Investment Advisory | 24.935.346 $ | +1.741.062 $ | +7,5 % | 23.194.284 $ | +5.181.459 $ | +28,8 % | 18.012.825 $ | +432.158 $ | +2,5 % | 17.580.667 $ | +870.194 $ | +5,2 % |
| Mainstream Capital Management LLC | 21.933.316 $ | -823.072 $ | -3,6 % | 22.756.388 $ | -409.930 $ | -1,8 % | 23.166.318 $ | -1.760.201 $ | -7,1 % | 24.926.519 $ | +168.557 $ | +0,7 % |
| Wiser Wealth Management, Inc | 24.896.828 $ | +621.856 $ | +2,6 % | 24.274.972 $ | +1.646.902 $ | +7,3 % | 22.628.070 $ | +1.374.114 $ | +6,5 % | 21.253.956 $ | +1.613.563 $ | +8,2 % |
| IRONWOOD WEALTH MANAGEMENT, INC. | 24.869.479 $ | +1.321.682 $ | +5,6 % | 23.547.797 $ | +31.984 $ | +0,1 % | 23.515.813 $ | -219.713 $ | -0,9 % | 23.735.526 $ | +1.729.358 $ | +7,9 % |
| Running Point Capital Advisors, LLC | 24.848.766 $ | +615.508 $ | +2,5 % | 24.233.258 $ | +2.359.828 $ | +10,8 % | ||||||
| Beacon Harbor Wealth Advisors, Inc. | 24.835.819 $ | +12.356.151 $ | +99,0 % | 12.479.668 $ | -11.957.354 $ | -48,9 % | 24.437.022 $ | +12.599.572 $ | +106,4 % | 11.837.450 $ | -10.404.097 $ | -46,8 % |
| DHJJ Financial Advisors, Ltd. | 24.798.864 $ | +3.157.591 $ | +14,6 % | 21.641.273 $ | +1.158.703 $ | +5,7 % | 20.482.570 $ | +434.750 $ | +2,2 % | 20.047.820 $ | +950.324 $ | +5,0 % |
| Bison Wealth, LLC | 24.522.621 $ | -204.835 $ | -0,8 % | 24.727.456 $ | +3.142.489 $ | +14,6 % | 21.584.967 $ | +14.737.281 $ | +215,2 % | 6.847.686 $ | -3.744.146 $ | -35,3 % |
| GRIES FINANCIAL LLC | 24.692.372 $ | +11.964.186 $ | +94,0 % | |||||||||
| Lowe Wealth Advisors, LLC | 24.656.376 $ | +720.451 $ | +3,0 % | |||||||||
| Melia Wealth LLC | 24.648.509 $ | +307.643 $ | +1,3 % | 24.340.866 $ | +497.465 $ | +2,1 % | 23.843.401 $ | +662.356 $ | +2,9 % | 23.181.045 $ | -14.213.573 $ | -38,0 % |
| Harel Insurance Investments & Financial Services Ltd. | 24.616.000 $ | +12.774.000 $ | +107,9 % | 11.842.000 $ | +2.954.000 $ | +33,2 % | 8.888.000 $ | -258.000 $ | -2,8 % | 9.146.000 $ | +3.170.000 $ | +53,0 % |
| Marietta Wealth Management, LLC | 6.738.868 $ | +996.281 $ | +17,3 % | 5.742.587 $ | -97.621 $ | -1,7 % | 5.840.208 $ | -18.772.079 $ | -76,3 % | 24.612.287 $ | -3.655.297 $ | -12,9 % |
| Eldridge Investment Advisors, Inc. | 24.592.284 $ | +3.648.637 $ | +17,4 % | 20.943.647 $ | +2.060.988 $ | +10,9 % | 18.882.659 $ | -65.324 $ | -0,3 % | 18.947.983 $ | -1.043.847 $ | -5,2 % |
| SWMG, LLC | 19.560.835 $ | -1.280.859 $ | -6,1 % | 20.841.694 $ | -3.749.081 $ | -15,2 % | 24.590.775 $ | +6.952.349 $ | +39,4 % | 17.638.426 $ | +5.074.981 $ | +40,4 % |
| Maridea Wealth Management LLC | 24.536.847 $ | +5.726.988 $ | +30,4 % | 18.809.859 $ | +1.630.150 $ | +9,5 % | 17.179.709 $ | +4.290.946 $ | +33,3 % | 12.888.763 $ | +4.111.844 $ | +46,8 % |
| PARSONS CAPITAL MANAGEMENT INC/RI | 19.296.986 $ | -1.231.566 $ | -6,0 % | 20.528.552 $ | -3.936.328 $ | -16,1 % | 24.464.880 $ | +2.638.197 $ | +12,1 % | 21.826.683 $ | +3.501.082 $ | +19,1 % |
| CONDOR CAPITAL MANAGEMENT | 24.453.382 $ | +3.167.544 $ | +14,9 % | 21.285.838 $ | +2.077.688 $ | +10,8 % | 19.208.150 $ | -78.348 $ | -0,4 % | 19.286.498 $ | +1.560.579 $ | +8,8 % |
| Intelligence Driven Advisers, LLC | 23.721.708 $ | +5.023.491 $ | +26,9 % | 18.698.217 $ | -4.241.567 $ | -18,5 % | 22.939.784 $ | -1.501.333 $ | -6,1 % | 24.441.117 $ | -2.846.227 $ | -10,4 % |
| Integrity Investment Advisors, LLC | 24.434.296 $ | +5.104.665 $ | +26,4 % | 19.329.631 $ | +1.414.827 $ | +7,9 % | 17.914.804 $ | -3.093.047 $ | -14,7 % | 21.007.851 $ | +1.890.212 $ | +9,9 % |
| 5T Wealth, LLC | 24.200.951 $ | +684.230 $ | +2,9 % | 23.516.721 $ | -910.725 $ | -3,7 % | 24.427.446 $ | +4.007.785 $ | +19,6 % | 20.419.661 $ | +4.996.702 $ | +32,4 % |
| INSIGNEO ADVISORY SERVICES, LLC | 24.404.139 $ | +9.911.900 $ | +68,4 % | 14.492.239 $ | +689.929 $ | +5,0 % | 13.802.310 $ | +1.378.948 $ | +11,1 % | 12.423.362 $ | +1.472.136 $ | +13,4 % |
| Clarus Group, Inc. | 22.865.963 $ | -450.816 $ | -1,9 % | 23.316.779 $ | -138.951 $ | -0,6 % | 23.455.730 $ | -937.363 $ | -3,8 % | 24.393.093 $ | +397.285 $ | +1,7 % |
| BCGM Wealth Management, LLC | 16.569.833 $ | -4.011.663 $ | -19,5 % | 20.581.496 $ | -3.798.082 $ | -15,6 % | 24.379.578 $ | +3.450.638 $ | +16,5 % | 20.928.940 $ | +1.196.188 $ | +6,1 % |
| Dunhill Financial, LLC | 24.329.473 $ | +4.516.877 $ | +22,8 % | 19.812.596 $ | +7.578.662 $ | +61,9 % | 12.233.934 $ | -322.996 $ | -2,6 % | 12.556.930 $ | +3.962.082 $ | +46,1 % |
| Brooklyn FI, LLC | 24.311.721 $ | +2.780.130 $ | +12,9 % | 21.531.591 $ | +708.153 $ | +3,4 % | 20.823.438 $ | +355.678 $ | +1,7 % | 20.467.760 $ | +2.012.084 $ | +10,9 % |
| Fairvoy Private Wealth, LLC | 17.820.702 $ | +5.981.516 $ | +50,5 % | 11.839.186 $ | -12.413.036 $ | -51,2 % | 24.252.222 $ | +1.039.841 $ | +4,5 % | 23.212.381 $ | +6.199.477 $ | +36,4 % |
| ADAPT WEALTH ADVISORS, LLC | 24.239.884 $ | +6.713.508 $ | +38,3 % | 17.526.376 $ | +71.250 $ | +0,4 % | 17.455.126 $ | +3.445.740 $ | +24,6 % | 14.009.386 $ | +13.175.123 $ | +1.579,3 % |
| Centerpoint Advisory Group | 24.202.986 $ | +6.791.636 $ | +39,0 % | 17.411.350 $ | +628.586 $ | +3,7 % | 16.782.764 $ | +1.248.857 $ | +8,0 % | 15.533.907 $ | +3.522.729 $ | +29,3 % |
| Summit Global Investments | 19.307.000 $ | +7.676.000 $ | +66,0 % | 11.631.000 $ | -12.546.000 $ | -51,9 % | 24.177.000 $ | +7.078.000 $ | +41,4 % | 17.099.000 $ | +3.618.000 $ | +26,8 % |
| Holos Integrated Wealth LLC | 24.167.665 $ | +2.434.560 $ | +11,2 % | 21.733.105 $ | +347.881 $ | +1,6 % | 21.385.224 $ | +767.607 $ | +3,7 % | 20.617.617 $ | +603.132 $ | +3,0 % |
| VALLEY WEALTH MANAGERS, INC. | 13.938.425 $ | +291.778 $ | +2,1 % | 13.646.647 $ | +1.419.455 $ | +11,6 % | 12.227.192 $ | -11.908.453 $ | -49,3 % | 24.135.645 $ | +3.475.482 $ | +16,8 % |
| OLD NATIONAL BANCORP /IN/ | 3.814.138 $ | -20.256.565 $ | -84,2 % | 24.070.703 $ | +17.203.042 $ | +250,5 % | 6.867.661 $ | -286.986 $ | -4,0 % | 7.154.647 $ | +1.108.325 $ | +18,3 % |
| Insight Wealth Partners, LLC | 20.858.696 $ | -3.208.002 $ | -13,3 % | 24.066.698 $ | +1.126.216 $ | +4,9 % | 22.940.482 $ | +769.084 $ | +3,5 % | 22.171.398 $ | -821.198 $ | -3,6 % |
| Winthrop Advisory Group LLC | 24.027.392 $ | +6.575.230 $ | +37,7 % | 17.452.162 $ | -101.866 $ | -0,6 % | 17.554.028 $ | +1.358.024 $ | +8,4 % | 16.196.004 $ | +5.062.023 $ | +45,5 % |
| Saiph Capital, LLC | 23.306.980 $ | +215.995 $ | +0,9 % | 23.090.985 $ | -923.648 $ | -3,8 % | 24.014.633 $ | +5.025.346 $ | +26,5 % | 18.989.287 $ | +7.006.854 $ | +58,5 % |
| Fortis Advisors, LLC | 23.943.595 $ | +4.057.041 $ | +20,4 % | 19.886.554 $ | -256.917 $ | -1,3 % | 20.143.471 $ | +5.076.440 $ | +33,7 % | |||
| Waterloo Capital, L.P. | 10.213.785 $ | +1.333.185 $ | +15,0 % | 8.880.600 $ | -13.481.774 $ | -60,3 % | 22.362.374 $ | -1.534.137 $ | -6,4 % | 23.896.511 $ | +6.618.266 $ | +38,3 % |
| Vertex Planning Partners, LLC | 23.849.712 $ | +8.569.946 $ | +56,1 % | 15.279.766 $ | -1.844.519 $ | -10,8 % | 17.124.285 $ | +1.825.338 $ | +11,9 % | 15.298.947 $ | +1.230.852 $ | +8,7 % |
| RESTON WEALTH MANAGEMENT LLC | 23.820.173 $ | +3.718.119 $ | +18,5 % | 20.102.054 $ | +497.518 $ | +2,5 % | 19.604.536 $ | +294.668 $ | +1,5 % | 19.309.868 $ | +1.602.771 $ | +9,1 % |
| MOR Wealth Management, LLC | 23.718.799 $ | +2.269.082 $ | +10,6 % | 21.449.717 $ | +1.477.344 $ | +7,4 % | 19.972.373 $ | |||||
| LANDMARK WEALTH MANAGEMENT, INC. | 23.718.350 $ | +4.017.537 $ | +20,4 % | 19.700.813 $ | +503.634 $ | +2,6 % | 19.197.179 $ | +346.564 $ | +1,8 % | 18.850.615 $ | +3.452.926 $ | +22,4 % |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 23.676.926 $ | +3.992.649 $ | +20,3 % | 19.684.277 $ | +2.213.993 $ | +12,7 % | 17.470.284 $ | +338.048 $ | +2,0 % | 17.132.236 $ | +2.659.849 $ | +18,4 % |
| Prostatis Group LLC | 23.665.782 $ | +3.633.190 $ | +18,1 % | 20.032.592 $ | -1.437.528 $ | -6,7 % | 21.470.120 $ | +509.710 $ | +2,4 % | 20.960.410 $ | +5.813.770 $ | +38,4 % |
| Main Line Retirement Advisors, LLC | 21.674.208 $ | +2.896.622 $ | +15,4 % | 18.777.586 $ | -1.108.118 $ | -5,6 % | 19.885.704 $ | -3.756.459 $ | -15,9 % | 23.642.163 $ | +2.072.330 $ | +9,6 % |
| WORLD EQUITY GROUP, INC. | 11.453.365 $ | +1.492.745 $ | +15,0 % | 9.960.620 $ | +193.196 $ | +2,0 % | 9.767.424 $ | -13.857.158 $ | -58,7 % | 23.624.582 $ | +5.833.197 $ | +32,8 % |
| COLDSTREAM CAPITAL MANAGEMENT INC | 23.598.886 $ | +797.988 $ | +3,5 % | 22.800.898 $ | +1.206.586 $ | +5,6 % | 21.594.312 $ | +1.823.518 $ | +9,2 % | |||
| USAdvisors Wealth Management, LLC | 23.568.000 $ | +6.387.000 $ | +37,2 % | 17.181.000 $ | -739.000 $ | -4,1 % | 17.920.000 $ | +510.000 $ | +2,9 % | 17.410.000 $ | +1.032.000 $ | +6,3 % |
| Security Financial Services, INC. | 16.871.985 $ | -6.603.863 $ | -28,1 % | 23.475.848 $ | -55.091 $ | -0,2 % | 23.530.939 $ | +12.904.257 $ | +121,4 % | 10.626.682 $ | +1.666.540 $ | +18,6 % |
| Community Bank, N.A. | 23.526.576 $ | +1.134.650 $ | +5,1 % | 22.391.926 $ | +2.952.599 $ | +15,2 % | 19.439.327 $ | +189.829 $ | +1,0 % | 19.249.498 $ | +908.255 $ | +5,0 % |
| EWA, LLC | 23.514.139 $ | +4.161.416 $ | +21,5 % | 19.352.723 $ | +4.233.118 $ | +28,0 % | 15.119.605 $ | +3.966.190 $ | +35,6 % | 11.153.415 $ | +3.021.838 $ | +37,2 % |
| NEW WAVE WEALTH ADVISORS LLC | 23.506.442 $ | +13.853.337 $ | +143,5 % | 9.653.105 $ | +2.172.331 $ | +29,0 % | 7.480.774 $ | -7.046.130 $ | -48,5 % | 14.526.904 $ | +7.188.887 $ | +98,0 % |
| Financial Guidance Group, Inc. | 23.166.415 $ | -284.922 $ | -1,2 % | 23.451.337 $ | +262.334 $ | +1,1 % | 23.189.003 $ | +3.603.400 $ | +18,4 % | 19.585.603 $ | +778.332 $ | +4,1 % |
| YARGER WEALTH STRATEGIES, LLC | 23.426.578 $ | +2.934.602 $ | +14,3 % | 20.491.976 $ | -717.770 $ | -3,4 % | 21.209.746 $ | +510.281 $ | +2,5 % | 20.699.465 $ | +3.413.027 $ | +19,7 % |
| ENCOMPASS WEALTH ADVISORS, LLC | 23.400.250 $ | +1.929.212 $ | +9,0 % | 21.471.038 $ | +535.600 $ | +2,6 % | 20.935.438 $ | +616.249 $ | +3,0 % | 20.319.189 $ | +984.400 $ | +5,1 % |
| Barry Investment Advisors, LLC | 23.391.072 $ | +1.666.697 $ | +7,7 % | 21.724.375 $ | +3.326.701 $ | +18,1 % | 18.397.674 $ | +448.771 $ | +2,5 % | 17.948.903 $ | +1.293.503 $ | +7,8 % |
| Consolidated Portfolio Review Corp | 23.388.497 $ | +1.053.822 $ | +4,7 % | |||||||||
| Motley Fool Wealth Management, LLC | 23.365.764 $ | -2.117.699 $ | -8,3 % | |||||||||
| MARSHALL INVESTMENT MANAGEMENT, LLC | 15.816.818 $ | +1.492.004 $ | +10,4 % | 14.324.814 $ | -7.623.734 $ | -34,7 % | 21.948.548 $ | -1.414.171 $ | -6,1 % | 23.362.719 $ | +21.131.645 $ | +947,2 % |
| Iowa State Bank | 23.350.774 $ | +3.963.203 $ | +20,4 % | 19.387.571 $ | +5.041.142 $ | +35,1 % | 14.346.429 $ | +110.741 $ | +0,8 % | 14.235.688 $ | +1.027.167 $ | +7,8 % |
| PATTEN & PATTEN INC/TN | 18.823.716 $ | -906.547 $ | -4,6 % | 19.730.263 $ | -1.552.743 $ | -7,3 % | 21.283.006 $ | -2.010.312 $ | -8,6 % | 23.293.318 $ | -1.384.510 $ | -5,6 % |
| ATLAS CAPITAL ADVISORS INC. | 23.259.993 $ | +2.958.805 $ | +14,6 % | 20.301.188 $ | -1.162.816 $ | -5,4 % | 21.464.004 $ | +920.181 $ | +4,5 % | |||
| Aspen Wealth Management LLC | 23.230.632 $ | +2.003.098 $ | +9,4 % | 21.227.534 $ | +5.140.138 $ | +32,0 % | 16.087.396 $ | +2.028.077 $ | +14,4 % | 14.059.319 $ | +1.487.364 $ | +11,8 % |
| Able Wealth Management LLC | 23.051.790 $ | -172.059 $ | -0,7 % | 23.223.849 $ | +2.640.910 $ | +12,8 % | 20.582.939 $ | +3.714.797 $ | +22,0 % | 16.868.142 $ | +6.198.115 $ | +58,1 % |
| IVC Wealth Advisors LLC | 23.206.052 $ | +731.572 $ | +3,3 % | 22.474.480 $ | +866.209 $ | +4,0 % | 21.608.271 $ | +847.355 $ | +4,1 % | 20.760.916 $ | +243.271 $ | +1,2 % |
| CAPITAL WEALTH MANAGEMENT, LLC | 22.986.536 $ | +2.411.894 $ | +11,7 % | 20.574.642 $ | +785.633 $ | +4,0 % | 19.789.009 $ | -809.034 $ | -3,9 % | 20.598.043 $ | +1.713.351 $ | +9,1 % |
| TigerOak Management, L.L.C. | 22.935.574 $ | +411.199 $ | +1,8 % | 22.524.375 $ | +115.820 $ | +0,5 % | 22.408.555 $ | +271.742 $ | +1,2 % | 22.136.813 $ | +472.610 $ | +2,2 % |
| CAHABA WEALTH MANAGEMENT, INC. | 22.920.237 $ | +2.214.128 $ | +10,7 % | 20.706.109 $ | +1.559.774 $ | +8,1 % | 19.146.335 $ | +1.098.597 $ | +6,1 % | 18.047.738 $ | +845.941 $ | +4,9 % |
| Sand Hill Global Advisors, LLC | 22.919.369 $ | +7.435.487 $ | +48,0 % | 15.483.882 $ | -304.995 $ | -1,9 % | 15.788.877 $ | +633.530 $ | +4,2 % | 15.155.347 $ | +4.878.620 $ | +47,5 % |
| Meridian Wealth Partners, LLC | 22.903.948 $ | +2.637.304 $ | +13,0 % | 20.266.644 $ | +1.355.775 $ | +7,2 % | 18.910.869 $ | +141.655 $ | +0,8 % | 18.769.214 $ | +4.117.323 $ | +28,1 % |
| Avestar Capital, LLC | 19.935.523 $ | +2.071.311 $ | +11,6 % | 17.864.212 $ | -30.509 $ | -0,2 % | 17.894.721 $ | -5.005.360 $ | -21,9 % | 22.900.081 $ | -484.758 $ | -2,1 % |
| Vigilare Wealth Management | 19.205.178 $ | -750.318 $ | -3,8 % | 19.955.496 $ | +4.264.111 $ | +27,2 % | 15.691.385 $ | -7.169.312 $ | -31,4 % | 22.860.697 $ | -1.569.360 $ | -6,4 % |
| White Wing Wealth Management | 22.833.171 $ | +2.131.001 $ | +10,3 % | 20.702.170 $ | +411.426 $ | +2,0 % | 20.290.744 $ | -152.686 $ | -0,7 % | 20.443.430 $ | +252.706 $ | +1,3 % |
| Ascent Wealth Partners, LLC | 22.803.472 $ | +4.253.180 $ | +22,9 % | 18.550.292 $ | +17.736.272 $ | +2.178,8 % | 814.020 $ | +21.821 $ | +2,8 % | 792.199 $ | +68.192 $ | +9,4 % |
| JTC Employer Solutions Trustee Ltd | 22.784.000 $ | +7.860.000 $ | +52,7 % | 14.924.000 $ | +49.000 $ | +0,3 % | 14.875.000 $ | +4.845.000 $ | +48,3 % | 10.030.000 $ | ||
| SOUTHERN CAPITAL SERVICES INC /ADV | 20.364.574 $ | -1.806.307 $ | -8,1 % | 22.170.881 $ | -607.029 $ | -2,7 % | 22.777.910 $ | |||||
| Z3 Capital Partners, LLC | 22.726.436 $ | +2.802.080 $ | +14,1 % | 19.924.356 $ | -636.311 $ | -3,1 % | 20.560.667 $ | |||||
| Columbia Bank | 22.722.838 $ | +4.640.814 $ | +25,7 % | 18.082.024 $ | +75.629 $ | +0,4 % | 18.006.395 $ | +1.175.175 $ | +7,0 % | 16.831.220 $ | +3.681.931 $ | +28,0 % |
| Ironwood Investment Counsel, LLC | 22.657.979 $ | +3.294.019 $ | +17,0 % | 19.363.960 $ | +3.946.556 $ | +25,6 % | 15.417.404 $ | -6.469.010 $ | -29,6 % | 21.886.414 $ | +14.707.335 $ | +204,9 % |
| HERITAGE OAK WEALTH ADVISORS LLC | 19.414.515 $ | +8.049.548 $ | +70,8 % | 11.364.967 $ | -6.727.443 $ | -37,2 % | 18.092.410 $ | -4.510.674 $ | -20,0 % | 22.603.084 $ | +544.678 $ | +2,5 % |
| GUIDANCE CAPITAL, INC | 22.572.214 $ | +65.138 $ | +0,3 % | 22.507.076 $ | +2.505.178 $ | +12,5 % | 20.001.898 $ | +1.845.846 $ | +10,2 % | 18.156.052 $ | +2.224.693 $ | +14,0 % |
| Detalus Advisors, LLC | 22.553.403 $ | +205.930 $ | +0,9 % | 22.347.473 $ | +3.197.873 $ | +16,7 % | 19.149.600 $ | +6.924.009 $ | +56,6 % | 12.225.591 $ | +4.222.704 $ | +52,8 % |
| Ritter Daniher Financial Advisory LLC / DE | 17.150.198 $ | +609.413 $ | +3,7 % | 16.540.785 $ | -3.689.685 $ | -18,2 % | 20.230.470 $ | -2.308.015 $ | -10,2 % | 22.538.485 $ | +12.850.613 $ | +132,6 % |
| FINANCIAL MANAGEMENT NETWORK INC | 22.518.711 $ | +874.856 $ | +4,0 % | 21.643.855 $ | +1.573.425 $ | +7,8 % | 20.070.430 $ | +77.019 $ | +0,4 % | 19.993.411 $ | -2.222.594 $ | -10,0 % |
| Concord Wealth Partners | 22.482.380 $ | +1.665.500 $ | +8,0 % | 20.816.880 $ | +2.193.733 $ | +11,8 % | 18.623.147 $ | +1.229.151 $ | +7,1 % | 17.393.996 $ | +1.018.335 $ | +6,2 % |
| Armor Investment Advisors, LLC | 18.120.260 $ | +2.500.754 $ | +16,0 % | 15.619.506 $ | +1.536.404 $ | +10,9 % | 14.083.102 $ | -8.372.584 $ | -37,3 % | 22.455.686 $ | -5.441.948 $ | -19,5 % |
| Shah Wealth Advisors, LLC | 22.454.689 $ | |||||||||||
| Guilbault Capital LLC | 22.420.883 $ | +1.311.675 $ | +6,2 % | 21.109.208 $ | +536.328 $ | +2,6 % | 20.572.880 $ | |||||
| MADDEN SECURITIES Corp | 960.857 $ | -5.849.069 $ | -85,9 % | 6.809.926 $ | -11.634.999 $ | -63,1 % | 18.444.925 $ | -3.934.784 $ | -17,6 % | 22.379.709 $ | -16.389.766 $ | -42,3 % |
| RMR Wealth Builders | 22.373.157 $ | +4.630.720 $ | +26,1 % | 17.742.437 $ | +1.067.193 $ | +6,4 % | 16.675.244 $ | -3.622.223 $ | -17,8 % | 20.297.467 $ | +2.070.470 $ | +11,4 % |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 13.617.087 $ | -1.311.009 $ | -8,8 % | 14.928.096 $ | -7.397.191 $ | -33,1 % | 22.325.287 $ | +5.250.168 $ | +30,7 % | 17.075.119 $ | ||
| DONALDSON CAPITAL MANAGEMENT, LLC | 19.864.511 $ | -1.900.088 $ | -8,7 % | 21.764.599 $ | -555.143 $ | -2,5 % | 22.319.742 $ | +2.398.901 $ | +12,0 % | 19.920.841 $ | -78.280 $ | -0,4 % |
| NOVEM GROUP | 22.277.783 $ | +1.850.341 $ | +9,1 % | 20.427.442 $ | +2.286.624 $ | +12,6 % | 18.140.818 $ | +654.502 $ | +3,7 % | 17.486.316 $ | +1.294.875 $ | +8,0 % |
| Chaney Capital Management, Inc. | 22.241.478 $ | +2.064.596 $ | +10,2 % | 20.176.882 $ | +201.463 $ | +1,0 % | 19.975.419 $ | +46.670 $ | +0,2 % | 19.928.749 $ | +2.144.165 $ | +12,1 % |
| TrueWealth Financial Partners | 839.484 $ | -21.385.309 $ | -96,2 % | 22.224.793 $ | ||||||||
| Opes Wealth Management LLC | 22.212.326 $ | +79.490 $ | +0,4 % | 22.132.836 $ | +605.701 $ | +2,8 % | 21.527.135 $ | +1.067.082 $ | +5,2 % | |||
| Compton Financial Group, LLC | 22.201.286 $ | +3.163.139 $ | +16,6 % | 19.038.147 $ | +968.813 $ | +5,4 % | 18.069.334 $ | +52.105 $ | +0,3 % | 18.017.229 $ | +1.931.406 $ | +12,0 % |
| Mayflower Financial Advisors, LLC | 21.422.461 $ | +3.935.529 $ | +22,5 % | 17.486.932 $ | -4.706.323 $ | -21,2 % | 22.193.255 $ | +1.833.255 $ | +9,0 % | 20.360.000 $ | +2.911.536 $ | +16,7 % |
| COUNTRY CLUB BANK | 22.159.294 $ | +418.547 $ | +1,9 % | |||||||||
| FULTON BANK, N.A. | 22.152.727 $ | +12.951.242 $ | +140,8 % | 9.201.485 $ | +4.876.564 $ | +112,8 % | 4.324.921 $ | +184.270 $ | +4,5 % | 4.140.651 $ | +1.037.958 $ | +33,5 % |
| Guided Capital Wealth Management, LLC | 22.151.090 $ | +3.272.113 $ | +17,3 % | 18.878.977 $ | +3.954.773 $ | +26,5 % | 14.924.204 $ | +928.346 $ | +6,6 % | 13.995.858 $ | -571.143 $ | -3,9 % |
| HFG Wealth Management, LLC | 11.093.182 $ | -11.026.407 $ | -49,8 % | 22.119.589 $ | +2.576.725 $ | +13,2 % | 19.542.864 $ | -749.397 $ | -3,7 % | 20.292.261 $ | +331.457 $ | +1,7 % |
| Reyes Financial Architecture, Inc. | 22.110.722 $ | +19.657.229 $ | +801,2 % | 2.453.493 $ | +477.690 $ | +24,2 % | 1.975.803 $ | +277.797 $ | +16,4 % | 1.698.006 $ | +168.902 $ | +11,0 % |
| Pictet North America Advisors SA | 19.497.007 $ | +2.241.471 $ | +13,0 % | 17.255.536 $ | -4.853.977 $ | -22,0 % | 22.109.513 $ | +372.755 $ | +1,7 % | 21.736.758 $ | +2.187.734 $ | +11,2 % |
| Cresta Advisors, Ltd. | 22.099.262 $ | +4.826.011 $ | +27,9 % | 17.273.251 $ | +1.192.662 $ | +7,4 % | 16.080.589 $ | -33.547 $ | -0,2 % | 16.114.136 $ | +719.326 $ | +4,7 % |
| Legacy CG, LLC | 22.083.714 $ | +2.862.036 $ | +14,9 % | 19.221.678 $ | +3.597.311 $ | +23,0 % | 15.624.367 $ | +2.820.064 $ | +22,0 % | 12.804.303 $ | +1.965.217 $ | +18,1 % |
| TUDOR INVESTMENT CORP ET AL | 16.629.480 $ | +6.151.303 $ | +58,7 % | 10.478.177 $ | +10.170.161 $ | +3.301,8 % | 308.016 $ | -21.763.263 $ | -98,6 % | 22.071.279 $ | +5.858.728 $ | +36,1 % |
| Cerity Partners Retirement Plan Advisors LLC | 22.012.472 $ | |||||||||||
| Ballew Advisors, Inc | 21.988.970 $ | +2.877.117 $ | +15,1 % | 19.111.853 $ | +466.548 $ | +2,5 % | 18.645.305 $ | +452.575 $ | +2,5 % | 18.192.730 $ | +3.892.861 $ | +27,2 % |
| Bedel Financial Consulting, Inc. | 21.932.602 $ | +2.483.016 $ | +12,8 % | 19.449.586 $ | -409.506 $ | -2,1 % | 19.859.092 $ | +39.695 $ | +0,2 % | 19.819.397 $ | +1.488.851 $ | +8,1 % |
| Legacy Wealth Advisors, LLC | 16.256.213 $ | -2.721.821 $ | -14,3 % | 18.978.034 $ | -2.947.886 $ | -13,4 % | 21.925.920 $ | |||||
| WealthShield Partners, LLC | 9.528.208 $ | -11.941.321 $ | -55,6 % | 21.469.529 $ | -368.170 $ | -1,7 % | 21.837.699 $ | +2.060.344 $ | +10,4 % | 19.777.355 $ | +2.472.782 $ | +14,3 % |
| Sequent Planning LLC | 21.800.087 $ | +7.629.824 $ | +53,8 % | 14.170.263 $ | +1.528.503 $ | +12,1 % | 12.641.760 $ | +1.715.442 $ | +15,7 % | 10.926.318 $ | +6.100.328 $ | +126,4 % |
| NavPoint Financial, Inc. | 20.677.781 $ | -1.102.206 $ | -5,1 % | 21.779.987 $ | +398.859 $ | +1,9 % | 21.381.128 $ | +2.058.232 $ | +10,7 % | 19.322.896 $ | +980.812 $ | +5,3 % |
| Chesley Taft & Associates LLC | 21.778.188 $ | +3.507.604 $ | +19,2 % | 18.270.584 $ | +1.696.976 $ | +10,2 % | 16.573.608 $ | +1.878.926 $ | +12,8 % | 14.694.682 $ | +517.229 $ | +3,6 % |
| IAMS WEALTH MANAGEMENT, LLC | 21.761.734 $ | +3.935.811 $ | +22,1 % | 17.825.923 $ | +1.538.277 $ | +9,4 % | 16.287.646 $ | +4.035.165 $ | +32,9 % | 12.252.481 $ | +680.929 $ | +5,9 % |
| Mayfair Advisory Group, LLC | 17.582.829 $ | -1.394.930 $ | -7,4 % | 18.977.759 $ | -1.329.687 $ | -6,5 % | 20.307.446 $ | -1.449.238 $ | -6,7 % | 21.756.684 $ | -986.530 $ | -4,3 % |
| CI INVESTMENTS INC. | 21.741.855 $ | +5.264.115 $ | +31,9 % | 16.477.740 $ | +3.514.229 $ | +27,1 % | 12.963.511 $ | +5.104.511 $ | +65,0 % | 7.859.000 $ | +1.502.000 $ | +23,6 % |
| Blom & Howell Financial Planning, Inc. | 21.735.594 $ | +5.407.080 $ | +33,1 % | 16.328.514 $ | +3.854.683 $ | +30,9 % | 12.473.831 $ | |||||
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 21.729.016 $ | +3.394.042 $ | +18,5 % | 18.334.974 $ | +2.343.470 $ | +14,7 % | 15.991.504 $ | +326.934 $ | +2,1 % | 15.664.570 $ | +2.147.194 $ | +15,9 % |
| EVERMAY WEALTH MANAGEMENT LLC | 21.708.026 $ | +3.044.253 $ | +16,3 % | 18.663.773 $ | +1.057.167 $ | +6,0 % | 17.606.606 $ | +2.567.133 $ | +17,1 % | 15.039.473 $ | +8.536.762 $ | +131,3 % |
| Investment Advisory Services Group LLC | 21.630.954 $ | +2.769.815 $ | +14,7 % | 18.861.139 $ | -1.082.279 $ | -5,4 % | 19.943.418 $ | |||||
| Aventura Private Wealth, LLC | 15.664.786 $ | -1.422.688 $ | -8,3 % | 17.087.474 $ | -3.462.102 $ | -16,8 % | 20.549.576 $ | -1.055.038 $ | -4,9 % | 21.604.614 $ | -235.709 $ | -1,1 % |
| Marks Group Wealth Management, Inc | 21.598.127 $ | +2.473.705 $ | +12,9 % | 19.124.422 $ | +2.757.830 $ | +16,9 % | 16.366.592 $ | +4.380.403 $ | +36,5 % | 11.986.189 $ | +3.478.498 $ | +40,9 % |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 21.577.686 $ | +2.449.879 $ | +12,8 % | 19.127.807 $ | +1.434.198 $ | +8,1 % | 17.693.609 $ | |||||
| Green Ridge Wealth Planning LLC | 17.773.600 $ | +6.016.736 $ | +51,2 % | 11.756.864 $ | -9.818.022 $ | -45,5 % | 21.574.886 $ | |||||
| Mosley Wealth Management | 4.886.426 $ | -16.673.951 $ | -77,3 % | 21.560.377 $ | +229.119 $ | +1,1 % | 21.331.258 $ | |||||
| Hilltop Holdings Inc. | 16.255.300 $ | +986.739 $ | +6,5 % | 15.268.561 $ | -6.291.752 $ | -29,2 % | 21.560.313 $ | +1.085.039 $ | +5,3 % | 20.475.274 $ | -730.792 $ | -3,4 % |
| Tactive Advisors, LLC | 11.107.473 $ | +3.245.629 $ | +41,3 % | 7.861.844 $ | +2.495.490 $ | +46,5 % | 5.366.354 $ | -16.175.890 $ | -75,1 % | 21.542.244 $ | +7.732.499 $ | +56,0 % |
| Wealthquest Corp | 12.617.404 $ | -8.877.546 $ | -41,3 % | 21.494.950 $ | +10.888.212 $ | +102,7 % | 10.606.738 $ | -5.553.493 $ | -34,4 % | 16.160.231 $ | +845.750 $ | +5,5 % |
| SVB WEALTH LLC | 20.534.872 $ | +3.956.143 $ | +23,9 % | 16.578.729 $ | -1.206.614 $ | -6,8 % | 17.785.343 $ | -3.686.482 $ | -17,2 % | 21.471.825 $ | -792.480 $ | -3,6 % |
| Strategic Advocates LLC | 1.067.227 $ | +159.796 $ | +17,6 % | 907.431 $ | -20.541.617 $ | -95,8 % | 21.449.048 $ | +1.148.729 $ | +5,7 % | 20.300.319 $ | +2.349.518 $ | +13,1 % |
| Strategic Wealth Partners, Ltd. | 12.150.387 $ | -9.250.719 $ | -43,2 % | 21.401.106 $ | +2.497.327 $ | +13,2 % | 18.903.779 $ | +1.013.264 $ | +5,7 % | 17.890.515 $ | +1.618.871 $ | +9,9 % |
| Lunt Capital Management, Inc. | 21.380.940 $ | +3.917.141 $ | +22,4 % | 17.463.799 $ | -216.294 $ | -1,2 % | 17.680.093 $ | -2.394.767 $ | -11,9 % | 20.074.860 $ | +1.548.554 $ | +8,4 % |
| CHILTON CAPITAL MANAGEMENT LLC | 21.340.916 $ | +3.332.335 $ | +18,5 % | 18.008.581 $ | +1.409.166 $ | +8,5 % | 16.599.415 $ | +209.885 $ | +1,3 % | 16.389.530 $ | +1.007.562 $ | +6,6 % |
| Ascentis Independent Advisors | 884.544 $ | -20.449.402 $ | -95,9 % | 21.333.946 $ | +15.059.668 $ | +240,0 % | 6.274.278 $ | -3.783.730 $ | -37,6 % | 10.058.008 $ | +1.743.449 $ | +21,0 % |
| TCFG Investment Advisors, LLC | 21.331.174 $ | +1.564.464 $ | +7,9 % | 19.766.710 $ | ||||||||
| Wingate Wealth Advisors, Inc. | 21.324.482 $ | +8.129.244 $ | +61,6 % | 13.195.238 $ | +784.793 $ | +6,3 % | 12.410.445 $ | +5.564.010 $ | +81,3 % | 6.846.435 $ | +1.320.708 $ | +23,9 % |
| Veery Capital, LLC | 21.302.899 $ | +3.585.348 $ | +20,2 % | 17.717.551 $ | +1.936.576 $ | +12,3 % | 15.780.975 $ | +423.507 $ | +2,8 % | 15.357.468 $ | +1.843.076 $ | +13,6 % |
| Verum Partners LLC | 7.141.726 $ | -14.142.417 $ | -66,4 % | 21.284.143 $ | +979.195 $ | +4,8 % | 20.304.948 $ | +18.995 $ | +0,1 % | 20.285.953 $ | +157.069 $ | +0,8 % |
| UNIQUE WEALTH, LLC | 10.143.603 $ | +2.396.769 $ | +30,9 % | 7.746.834 $ | -13.535.087 $ | -63,6 % | 21.281.921 $ | +1.887.005 $ | +9,7 % | 19.394.916 $ | +188 $ | +0,0 % |
| BCS Wealth Management | 11.867.985 $ | +1.001.116 $ | +9,2 % | 10.866.869 $ | -10.392.746 $ | -48,9 % | 21.259.615 $ | +185.821 $ | +0,9 % | 21.073.794 $ | -145.206 $ | -0,7 % |
| Hamilton Wealth, LLC | 19.446.884 $ | -1.801.238 $ | -8,5 % | 21.248.122 $ | +4.953.361 $ | +30,4 % | 16.294.761 $ | +11.575.813 $ | +245,3 % | 4.718.948 $ | +762.170 $ | +19,3 % |
| TABR Capital Management, LLC | 21.196.937 $ | +10.150.461 $ | +91,9 % | 11.046.476 $ | +3.528.994 $ | +46,9 % | 7.517.482 $ | +7.268.951 $ | +2.924,8 % | 248.531 $ | -52.000 $ | -17,3 % |
| American Capital Advisory, LLC | 21.190.784 $ | +1.777.957 $ | +9,2 % | 19.412.827 $ | +5.537.931 $ | +39,9 % | 13.874.896 $ | +3.551.284 $ | +34,4 % | 10.323.612 $ | +883.577 $ | +9,4 % |
| FRG Family Wealth Advisors LLC | 21.184.723 $ | +3.001.095 $ | +16,5 % | 18.183.628 $ | +126.981 $ | +0,7 % | 18.056.647 $ | +1.113.722 $ | +6,6 % | |||
| ASSOCIATED BANC-CORP | 21.174.897 $ | +3.454.492 $ | +19,5 % | 17.720.405 $ | +1.310.458 $ | +8,0 % | 16.409.947 $ | +903.521 $ | +5,8 % | 15.506.426 $ | +1.222.469 $ | +8,6 % |
| Rezny Wealth Management, Inc. | 20.009.396 $ | +38.368 $ | +0,2 % | 19.971.028 $ | -895.127 $ | -4,3 % | 20.866.155 $ | -282.771 $ | -1,3 % | 21.148.926 $ | +5.309.550 $ | +33,5 % |
| Lineweaver Wealth Advisors, LLC | 20.302.801 $ | -207.492 $ | -1,0 % | 20.510.293 $ | -635.974 $ | -3,0 % | 21.146.267 $ | +1.052.446 $ | +5,2 % | 20.093.821 $ | +12.277.414 $ | +157,1 % |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 21.141.253 $ | +5.125.659 $ | +32,0 % | 16.015.594 $ | +5.235.270 $ | +48,6 % | 10.780.324 $ | +678.144 $ | +6,7 % | 10.102.180 $ | +6.040.761 $ | +148,7 % |
| Palumbo Wealth Management LLC | 21.139.097 $ | +4.365.778 $ | +26,0 % | 16.773.319 $ | +598.934 $ | +3,7 % | 16.174.385 $ | +16.144.670 $ | +54.331,7 % | 29.715 $ | -19.650.757 $ | -99,8 % |
| Meridian Financial Advisors, LLC | 21.065.491 $ | +2.530.184 $ | +13,7 % | 18.535.307 $ | +1.928.679 $ | +11,6 % | 16.606.628 $ | +1.971.039 $ | +13,5 % | 14.635.589 $ | +1.870.775 $ | +14,7 % |
| COURIER CAPITAL LLC | 21.054.958 $ | +1.580.375 $ | +8,1 % | 19.474.583 $ | -1.157.727 $ | -5,6 % | 20.632.310 $ | +722.176 $ | +3,6 % | 19.910.134 $ | +795.382 $ | +4,2 % |
| Endurance Services Ltd | 21.052.950 $ | +20.750 $ | +0,1 % | |||||||||
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 21.046.133 $ | +1.924.903 $ | +10,1 % | 19.121.230 $ | +807.690 $ | +4,4 % | 18.313.540 $ | +830.731 $ | +4,8 % | 17.482.809 $ | +1.100.810 $ | +6,7 % |
| Napier Financial, LLC | 21.016.010 $ | +3.514.389 $ | +20,1 % | 17.501.621 $ | +99.230 $ | +0,6 % | 17.402.391 $ | |||||
| Portland Global Advisors LLC | 20.982.284 $ | +3.309.655 $ | +18,7 % | 17.672.629 $ | +788.913 $ | +4,7 % | 16.883.716 $ | +182.223 $ | +1,1 % | 16.701.493 $ | +1.875.823 $ | +12,7 % |
| Bravera Wealth | 20.979.312 $ | +4.038.166 $ | +23,8 % | 16.941.146 $ | +1.918.912 $ | +12,8 % | 15.022.234 $ | |||||
| Scott Capital Advisors, LLC | 18.525.536 $ | -445.813 $ | -2,3 % | 18.971.349 $ | -2.001.098 $ | -9,5 % | 20.972.447 $ | +1.194.777 $ | +6,0 % | 19.777.670 $ | +3.856.793 $ | +24,2 % |
| Cornerstone Wealth Group, LLC | 9.953.238 $ | +585.288 $ | +6,2 % | 9.367.950 $ | -11.600.191 $ | -55,3 % | 20.968.141 $ | +1.297.003 $ | +6,6 % | 19.671.138 $ | +2.933.334 $ | +17,5 % |
| Probity Advisors, Inc. | 20.965.537 $ | +2.425.154 $ | +13,1 % | 18.540.383 $ | +426.035 $ | +2,4 % | 18.114.348 $ | +254.977 $ | +1,4 % | 17.859.371 $ | +1.642.880 $ | +10,1 % |
| Aspire Private Capital, LLC | 13.824.288 $ | +1.774.907 $ | +14,7 % | 12.049.381 $ | +134.085 $ | +1,1 % | 11.915.296 $ | -9.048.606 $ | -43,2 % | 20.963.902 $ | +11.984.370 $ | +133,5 % |
| NFSG Corp | 20.891.933 $ | +4.174.649 $ | +25,0 % | 16.717.284 $ | +1.338.762 $ | +8,7 % | 15.378.522 $ | +367.413 $ | +2,4 % | 15.011.109 $ | -15.471.791 $ | -50,8 % |
| O'Connor Financial Group LLC | 20.861.622 $ | +1.583.221 $ | +8,2 % | 19.278.401 $ | +1.119.125 $ | +6,2 % | 18.159.276 $ | +11.302.457 $ | +164,8 % | 6.856.819 $ | +426.149 $ | +6,6 % |
| STERLING INVESTMENT ADVISORS LLC /ADV | 20.835.975 $ | +2.265.647 $ | +12,2 % | 18.570.328 $ | -126.967 $ | -0,7 % | 18.697.295 $ | -22.078 $ | -0,1 % | 18.719.373 $ | -1.530.634 $ | -7,6 % |
| SK Wealth Management, LLC | 20.804.591 $ | -734.780 $ | -3,4 % | |||||||||
| LANARK FINANCIAL, INC. | 20.803.830 $ | +2.637.000 $ | +14,5 % | 18.166.830 $ | -986.183 $ | -5,1 % | 19.153.013 $ | -7.712.987 $ | -28,7 % | |||
| LANE BROTHERS & CO INC | 20.588.795 $ | -143.766 $ | -0,7 % | 20.732.561 $ | +868.395 $ | +4,4 % | 19.864.166 $ | |||||
| Brookwood Investment Group LLC | 13.655.776 $ | +2.447.777 $ | +21,8 % | 11.207.999 $ | -9.494.509 $ | -45,9 % | 20.702.508 $ | +4.499.942 $ | +27,8 % | 16.202.566 $ | -5.314.148 $ | -24,7 % |
| Fairway Wealth LLC | 20.692.726 $ | +1.950.128 $ | +10,4 % | 18.742.598 $ | +981.557 $ | +5,5 % | 17.761.041 $ | +730.537 $ | +4,3 % | 17.030.504 $ | +1.782.818 $ | +11,7 % |
| Luken Investment Analytics, LLC | 20.662.689 $ | +2.015.109 $ | +10,8 % | 18.647.580 $ | +196.584 $ | +1,1 % | 18.450.996 $ | +1.380.067 $ | +8,1 % | 17.070.929 $ | +1.651.553 $ | +10,7 % |
| Alpha Financial Advisors, LLC | 20.646.441 $ | +3.101.817 $ | +17,7 % | 17.544.624 $ | -1.618.944 $ | -8,4 % | 19.163.568 $ | +482.394 $ | +2,6 % | 18.681.174 $ | +1.678.179 $ | +9,9 % |
| Pallas Capital Advisors LLC | 20.580.959 $ | +2.060.374 $ | +11,1 % | 18.520.585 $ | -1.541.939 $ | -7,7 % | 20.062.524 $ | +807.399 $ | +4,2 % | 19.255.125 $ | +5.488.935 $ | +39,9 % |
| Peak Planning Group, LLC | 20.573.252 $ | +3.652.741 $ | +21,6 % | 16.920.511 $ | +1.321.399 $ | +8,5 % | 15.599.112 $ | +4.106.371 $ | +35,7 % | 11.492.741 $ | +2.222.685 $ | +24,0 % |
| Choice Wealth Advisors LLC | 12.195.980 $ | -8.371.132 $ | -40,7 % | 20.567.112 $ | +1.915.740 $ | +10,3 % | 18.651.372 $ | -466.239 $ | -2,4 % | 19.117.611 $ | +946.506 $ | +5,2 % |
| CEERA INVESTMENTS, LLC | 14.059.283 $ | -6.488.364 $ | -31,6 % | 20.547.647 $ | +7.818.645 $ | +61,4 % | 12.729.002 $ | -1.137.197 $ | -8,2 % | 13.866.199 $ | +46.123 $ | +0,3 % |
| IEQ CAPITAL, LLC | 20.485.058 $ | +2.284.285 $ | +12,6 % | 18.200.773 $ | +4.033.469 $ | +28,5 % | 14.167.304 $ | +783.547 $ | +5,9 % | 13.383.757 $ | +4.713.323 $ | +54,4 % |
| Lokken Investment Group LLC | 20.455.158 $ | +296.604 $ | +1,5 % | |||||||||
| BCM ADVISORS, LLC | 20.114.179 $ | -320.452 $ | -1,6 % | 20.434.631 $ | +834.639 $ | +4,3 % | 19.599.992 $ | -113.890 $ | -0,6 % | 19.713.882 $ | +1.031.736 $ | +5,5 % |
| TCFG WEALTH MANAGEMENT, LLC | 19.766.710 $ | +1.173.982 $ | +6,3 % | 18.592.728 $ | -1.797.277 $ | -8,8 % | 20.390.005 $ | +1.964.428 $ | +10,7 % | |||
| Sterling Group Wealth Management, LLC | 17.414.622 $ | +23.270 $ | +0,1 % | 17.391.352 $ | -2.988.615 $ | -14,7 % | 20.379.967 $ | +441.501 $ | +2,2 % | 19.938.466 $ | +119.796 $ | +0,6 % |
| Paradigm, Strategies in Wealth Management, LLC | 16.910.401 $ | -346.830 $ | -2,0 % | 17.257.231 $ | -1.516.522 $ | -8,1 % | 18.773.753 $ | -1.601.639 $ | -7,9 % | 20.375.392 $ | -1.334.877 $ | -6,1 % |
| JDM Financial Group LLC | 20.355.254 $ | +6.875.756 $ | +51,0 % | 13.479.498 $ | +1.028.202 $ | +8,3 % | 12.451.296 $ | +1.212.428 $ | +10,8 % | 11.238.868 $ | +1.239.597 $ | +12,4 % |
| Goldenstone Wealth Management LLC | 20.288.023 $ | +3.139.053 $ | +18,3 % | 17.148.970 $ | +876.968 $ | +5,4 % | 16.272.002 $ | |||||
| Arvest Bank Trust Division | 2.528.623 $ | +771.340 $ | +43,9 % | 1.757.283 $ | +504.052 $ | +40,2 % | 1.253.231 $ | -19.028.637 $ | -93,8 % | 20.281.868 $ | +723.292 $ | +3,7 % |
| Challenger Wealth Management | 20.265.183 $ | +2.413.373 $ | +13,5 % | 17.851.810 $ | -1.834.141 $ | -9,3 % | 19.685.951 $ | +722.269 $ | +3,8 % | 18.963.682 $ | +1.332.646 $ | +7,6 % |
| RWA WEALTH PARTNERS, LLC | 20.221.786 $ | +3.691.379 $ | +22,3 % | 16.530.407 $ | +1.270.854 $ | +8,3 % | 15.259.553 $ | -1.038.265 $ | -6,4 % | 16.297.818 $ | +3.819.234 $ | +30,6 % |
| KIRR MARBACH & CO LLC /IN/ | 20.133.522 $ | +44.390 $ | +0,2 % | |||||||||
| Insight Advisors, LLC/ PA | 2.025.571 $ | -1.310.175 $ | -39,3 % | 3.335.746 $ | -16.794.974 $ | -83,4 % | 20.130.720 $ | +782.829 $ | +4,0 % | 19.347.891 $ | +340.408 $ | +1,8 % |
| WEBSTER BANK, N. A. | 20.101.347 $ | +1.666.196 $ | +9,0 % | 18.435.151 $ | +1.574.106 $ | +9,3 % | 16.861.045 $ | -2.299.537 $ | -12,0 % | 19.160.582 $ | +2.117.940 $ | +12,4 % |
| RFG - Bristol Wealth Advisors, LLC | 20.089.803 $ | +3.065.443 $ | +18,0 % | 17.024.360 $ | +613.418 $ | +3,7 % | 16.410.942 $ | +740.097 $ | +4,7 % | 15.670.845 $ | -3.665.661 $ | -19,0 % |
| KM Capital Management Ltd. | 19.902.879 $ | -102.073 $ | -0,5 % | 20.004.952 $ | +5.438.291 $ | +37,3 % | 14.566.661 $ | +1.353.341 $ | +10,2 % | 13.213.320 $ | +7.448.130 $ | +129,2 % |
| Richard P Slaughter Associates Inc | 19.874.448 $ | +1.106.630 $ | +5,9 % | 18.767.818 $ | +2.862.746 $ | +18,0 % | 15.905.072 $ | +828.019 $ | +5,5 % | 15.077.053 $ | -1.685.810 $ | -10,1 % |
| Sovereign Financial Group, Inc. | 19.812.027 $ | +2.577.536 $ | +15,0 % | 17.234.491 $ | -50.115 $ | -0,3 % | 17.284.606 $ | +916.174 $ | +5,6 % | 16.368.432 $ | +3.372.736 $ | +26,0 % |
| Wick Capital Partners, LLC | 16.418.148 $ | +161.440 $ | +1,0 % | 16.256.708 $ | -561.010 $ | -3,3 % | 16.817.718 $ | -2.992.609 $ | -15,1 % | 19.810.327 $ | +977.441 $ | +5,2 % |
| TWO SIGMA SECURITIES, LLC | 7.736.731 $ | -3.012.396 $ | -28,0 % | 10.749.127 $ | +4.633.295 $ | +75,8 % | 6.115.832 $ | -13.677.451 $ | -69,1 % | 19.793.283 $ | +13.694.786 $ | +224,6 % |
| Solitude Financial Services | 19.793.144 $ | +3.527 $ | +0,0 % | 19.789.617 $ | +2.544.207 $ | +14,8 % | 17.245.410 $ | -808.125 $ | -4,5 % | 18.053.535 $ | +1.164.392 $ | +6,9 % |
| NOESIS CAPITAL MANGEMENT CORP | 19.779.590 $ | +3.428.007 $ | +21,0 % | 16.351.583 $ | +2.388.068 $ | +17,1 % | 13.963.515 $ | +2.817.718 $ | +25,3 % | 11.145.797 $ | +1.081.000 $ | +10,7 % |
| Atlas Private Wealth Advisors | 19.693.642 $ | +2.512.594 $ | +14,6 % | 17.181.048 $ | +1.959.774 $ | +12,9 % | 15.221.274 $ | +1.032.132 $ | +7,3 % | 14.189.142 $ | -6.218.014 $ | -30,5 % |
| McGlone Suttner Wealth Management, Inc. | 19.653.405 $ | +3.532.342 $ | +21,9 % | 16.121.063 $ | +1.209.295 $ | +8,1 % | 14.911.768 $ | +758.892 $ | +5,4 % | 14.152.876 $ | +1.332.403 $ | +10,4 % |
| Clay Northam Wealth Management, LLC | 19.626.778 $ | -22.145 $ | -0,1 % | 19.648.923 $ | +748.277 $ | +4,0 % | 18.900.646 $ | +1.592.021 $ | +9,2 % | 17.308.625 $ | +1.541.996 $ | +9,8 % |
| PANAGORA ASSET MANAGEMENT INC | 19.620.106 $ | +7.078.233 $ | +56,4 % | 12.541.873 $ | ||||||||
| Brady Martz Wealth Solutions, LLC | 17.447.005 $ | +985.839 $ | +6,0 % | 16.461.166 $ | -3.154.338 $ | -16,1 % | 19.615.504 $ | +2.646.427 $ | +15,6 % | 16.969.077 $ | +92.187 $ | +0,5 % |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 19.585.347 $ | +3.470.917 $ | +21,5 % | 16.114.430 $ | +2.072.329 $ | +14,8 % | 14.042.101 $ | +199.231 $ | +1,4 % | 13.842.870 $ | +2.265.050 $ | +19,6 % |
| Financial Solutions Advisory Group, Inc. | 19.578.516 $ | +1.717.852 $ | +9,6 % | 17.860.664 $ | ||||||||
| Mason Investment Advisory Services, Inc. | 19.574.175 $ | +4.901.807 $ | +33,4 % | 14.672.368 $ | +2.029.385 $ | +16,1 % | 12.642.983 $ | +1.357.169 $ | +12,0 % | 11.285.814 $ | +1.512.742 $ | +15,5 % |
| PMG Wealth Management, Inc. | 19.572.290 $ | +5.621.270 $ | +40,3 % | 13.951.020 $ | +2.926.319 $ | +26,5 % | 11.024.701 $ | +617.393 $ | +5,9 % | 10.407.308 $ | +816.937 $ | +8,5 % |
| WIN ADVISORS, INC | 19.561.581 $ | +14.921.623 $ | +321,6 % | 4.639.958 $ | -11.599.446 $ | -71,4 % | 16.239.404 $ | -2.254.532 $ | -12,2 % | 18.493.936 $ | +390.245 $ | +2,2 % |
| Claris Financial LLC | 19.509.953 $ | +189.524 $ | +1,0 % | 19.320.429 $ | +1.451.077 $ | +8,1 % | 17.869.352 $ | +4.816.704 $ | +36,9 % | |||
| Alliance Wealth Management Group | 19.446.186 $ | +3.938.784 $ | +25,4 % | 15.507.402 $ | +1.110.656 $ | +7,7 % | 14.396.746 $ | -50.601 $ | -0,4 % | 14.447.347 $ | +2.993.092 $ | +26,1 % |
| Shakespeare Wealth Management, LLC | 19.433.272 $ | +2.718.349 $ | +16,3 % | 16.714.923 $ | +256.056 $ | +1,6 % | 16.458.867 $ | +70.796 $ | +0,4 % | 16.388.071 $ | +1.364.539 $ | +9,1 % |
| Schorn Wealth LLC | 19.417.752 $ | +4.207.864 $ | +27,7 % | 15.209.888 $ | +947.624 $ | +6,6 % | 14.262.264 $ | +189.222 $ | +1,3 % | 14.073.042 $ | +2.108.263 $ | +17,6 % |
| VAQUERO PRIVATE WEALTH, LTD | 19.406.425 $ | |||||||||||
| Diversified Portfolios, Inc. | 15.302.762 $ | -1.304.540 $ | -7,9 % | 16.607.302 $ | -2.791.815 $ | -14,4 % | 19.399.117 $ | +2.261.220 $ | +13,2 % | 17.137.897 $ | +1.499.893 $ | +9,6 % |
| Elequin Capital, LP | 19.390.425 $ | +15.293.622 $ | +373,3 % | 4.096.803 $ | -3.949.842 $ | -49,1 % | 8.046.645 $ | -4.588.785 $ | -36,3 % | 12.635.430 $ | +7.712.358 $ | +156,7 % |
| Keystone Financial Services | 15.598.081 $ | -3.759.094 $ | -19,4 % | 19.357.175 $ | +1.990.202 $ | +11,5 % | 17.366.973 $ | +2.256.595 $ | +14,9 % | 15.110.378 $ | +1.743.488 $ | +13,0 % |
| Midwest Capital Advisors, LLC | 9.718.116 $ | -2.461.295 $ | -20,2 % | 12.179.411 $ | -7.168.056 $ | -37,0 % | 19.347.467 $ | +4.776.465 $ | +32,8 % | 14.571.002 $ | +2.704.031 $ | +22,8 % |
| Tarbox Family Office, Inc. | 14.696.128 $ | +1.858.216 $ | +14,5 % | 12.837.912 $ | +162.969 $ | +1,3 % | 12.674.943 $ | -6.671.269 $ | -34,5 % | 19.346.212 $ | +1.096.468 $ | +6,0 % |
| Asset One Wealth Management LLC | 19.341.561 $ | +546.719 $ | +2,9 % | 18.794.842 $ | +14.645.891 $ | +353,0 % | 4.148.951 $ | |||||
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2.900.063 $ | -1.762.123 $ | -37,8 % | 4.662.186 $ | -14.646.903 $ | -75,9 % | 19.309.089 $ | +17.208.039 $ | +819,0 % | |||
| Callan Family Office, LLC | 19.301.058 $ | +6.200.751 $ | +47,3 % | 13.100.307 $ | +3.011.857 $ | +29,9 % | 10.088.450 $ | +3.874.347 $ | +62,3 % | 6.214.103 $ | -1.715.158 $ | -21,6 % |
| Southeast Asset Advisors, LLC | 17.275.238 $ | -2.009.707 $ | -10,4 % | 19.284.945 $ | +3.749.948 $ | +24,1 % | 15.534.997 $ | -1.806.777 $ | -10,4 % | |||
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 12.586.000 $ | -5.776.000 $ | -31,5 % | 18.362.000 $ | -878.000 $ | -4,6 % | 19.240.000 $ | -3.787.000 $ | -16,4 % | |||
| GSG Advisors LLC | 19.217.365 $ | +3.442.738 $ | +21,8 % | 15.774.627 $ | +596.249 $ | +3,9 % | 15.178.378 $ | +1.090.998 $ | +7,7 % | 14.087.380 $ | +881.092 $ | +6,7 % |
| Clark Asset Management, LLC | 2.068.815 $ | +121.086 $ | +6,2 % | 1.947.729 $ | +853.202 $ | +78,0 % | 1.094.527 $ | -18.105.112 $ | -94,3 % | 19.199.639 $ | +5.001.793 $ | +35,2 % |
| Heritage Family Offices, LLP | 9.893.465 $ | -2.652.792 $ | -21,1 % | 12.546.257 $ | -5.280.249 $ | -29,6 % | 17.826.506 $ | -1.288.217 $ | -6,7 % | 19.114.723 $ | +1.147.296 $ | +6,4 % |
| FINANCIAL CONSULATE, INC | 19.104.290 $ | +2.979.645 $ | +18,5 % | 16.124.645 $ | -1.077.892 $ | -6,3 % | 17.202.537 $ | -376.306 $ | -2,1 % | 17.578.843 $ | -581.928 $ | -3,2 % |
| MATHER GROUP, LLC. | 19.096.083 $ | +2.263.015 $ | +13,4 % | 16.833.068 $ | +1.254.310 $ | +8,1 % | 15.578.758 $ | +605.104 $ | +4,0 % | 14.973.654 $ | +1.631.409 $ | +12,2 % |
| Alpha Zero LLC | 19.064.915 $ | +6.041.049 $ | +46,4 % | 13.023.866 $ | +2.297.769 $ | +21,4 % | 10.726.097 $ | +1.560.151 $ | +17,0 % | 9.165.946 $ | +1.059.060 $ | +13,1 % |
| Jackson Wealth Management, LLC | 499.000 $ | -13.605.000 $ | -96,5 % | 14.104.000 $ | -4.935.000 $ | -25,9 % | 19.039.000 $ | +1.213.000 $ | +6,8 % | 17.826.000 $ | +991.000 $ | +5,9 % |
| Advantage Trust Co | 18.986.997 $ | +1.499.792 $ | +8,6 % | 17.487.205 $ | +669.937 $ | +4,0 % | 16.817.268 $ | +320.358 $ | +1,9 % | 16.496.910 $ | +1.759.198 $ | +11,9 % |
| TSA Wealth Managment LLC | 14.137.725 $ | -698.368 $ | -4,7 % | 14.836.093 $ | -4.142.005 $ | -21,8 % | 18.978.098 $ | +4.532.157 $ | +31,4 % | 14.445.941 $ | +2.042.670 $ | +16,5 % |
| Centerline Wealth Advisors, LLC | 3.904.031 $ | +158.068 $ | +4,2 % | 3.745.963 $ | -13.749.738 $ | -78,6 % | 17.495.701 $ | -1.472.193 $ | -7,8 % | 18.967.894 $ | +1.792.878 $ | +10,4 % |
| Strategent Financial, LLC | 2.546.099 $ | +298.660 $ | +13,3 % | 2.247.439 $ | -16.711.468 $ | -88,1 % | 18.958.907 $ | +854.942 $ | +4,7 % | 18.103.965 $ | +410.462 $ | +2,3 % |
| PINNACLE FINANCIAL PARTNERS INC | 18.944.571 $ | +486.474 $ | +2,6 % | |||||||||
| CHANNEL WEALTH LLC | 14.209.185 $ | +733.238 $ | +5,4 % | 13.475.947 $ | -5.460.295 $ | -28,8 % | 18.936.242 $ | +3.767.835 $ | +24,8 % | 15.168.407 $ | -1.496.560 $ | -9,0 % |
| CULLEN/FROST BANKERS, INC. | 18.907.006 $ | +5.079.192 $ | +36,7 % | 13.827.814 $ | +246.040 $ | +1,8 % | 13.581.774 $ | +2.427.812 $ | +21,8 % | 11.153.962 $ | +3.500.060 $ | +45,7 % |
| TFR Capital, LLC. | 13.756.872 $ | +1.227.262 $ | +9,8 % | 12.529.610 $ | +79.838 $ | +0,6 % | 12.449.772 $ | -6.399.423 $ | -34,0 % | 18.849.195 $ | +1.916.297 $ | +11,3 % |
| Rubicon Advisors, GP | 14.792.873 $ | -4.052.028 $ | -21,5 % | 18.844.901 $ | +2.421.294 $ | +14,7 % | 16.423.607 $ | |||||
| Family Office Research LLC | 18.836.047 $ | +2.773.129 $ | +17,3 % | 16.062.918 $ | +85.873 $ | +0,5 % | 15.977.045 $ | +509.156 $ | +3,3 % | 15.467.889 $ | +1.230.740 $ | +8,6 % |
| Inlight Wealth Management, LLC | 18.784.649 $ | +830.429 $ | +4,6 % | 17.954.220 $ | +2.377.630 $ | +15,3 % | 15.576.590 $ | +3.811.567 $ | +32,4 % | 11.765.023 $ | +915.396 $ | +8,4 % |
| APS Management Group, Inc. | 18.782.882 $ | +2.748.463 $ | +17,1 % | 16.034.419 $ | +237.182 $ | +1,5 % | 15.797.237 $ | +4.358.270 $ | +38,1 % | 11.438.967 $ | ||
| Retirement Planning Group, LLC | 18.782.360 $ | +582.161 $ | +3,2 % | 18.200.199 $ | +1.460.861 $ | +8,7 % | 16.739.338 $ | +844.505 $ | +5,3 % | 15.894.833 $ | -3.726.596 $ | -19,0 % |
| SILVERLAKE WEALTH MANAGEMENT LLC | 18.763.437 $ | +2.392.269 $ | +14,6 % | 16.371.168 $ | +1.923.457 $ | +13,3 % | 14.447.711 $ | -1.416.793 $ | -8,9 % | 15.864.504 $ | -364.777 $ | -2,2 % |
| BFI Infinity Ltd. | 724.436 $ | +114.472 $ | +18,8 % | 609.964 $ | -9.915.195 $ | -94,2 % | 10.525.159 $ | -8.233.533 $ | -43,9 % | 18.758.692 $ | +2.634.177 $ | +16,3 % |
| Saxony Capital Management, LLC | 18.741.973 $ | +2.327.260 $ | +14,2 % | 16.414.713 $ | -918.266 $ | -5,3 % | 17.332.979 $ | +6.675.062 $ | +62,6 % | 10.657.917 $ | +1.847.238 $ | +21,0 % |
| Wood Tarver Financial Group, LLC | 18.737.000 $ | +2.954.000 $ | +18,7 % | 15.783.000 $ | +1.234.000 $ | +8,5 % | 14.549.000 $ | +982.000 $ | +7,2 % | 13.567.000 $ | +973.000 $ | +7,7 % |
| ARS Wealth Advisors Group, LLC | 18.732.578 $ | +3.569.788 $ | +23,5 % | 15.162.790 $ | +253.341 $ | +1,7 % | 14.909.449 $ | +1.148.565 $ | +8,3 % | 13.760.884 $ | +1.984.693 $ | +16,9 % |
| SHEETS SMITH WEALTH MANAGEMENT | 18.732.400 $ | +895.569 $ | +5,0 % | 17.836.831 $ | +589.293 $ | +3,4 % | 17.247.538 $ | +1.379.758 $ | +8,7 % | 15.867.780 $ | +3.536.028 $ | +28,7 % |
| Tenzing Financial LLC | 18.720.807 $ | +63.559 $ | +0,3 % | 18.657.248 $ | +1.225.086 $ | +7,0 % | 17.432.162 $ | |||||
| MBA Advisors LLC | 18.716.430 $ | +1.710.830 $ | +10,1 % | 17.005.600 $ | +1.504.045 $ | +9,7 % | 15.501.555 $ | +388.152 $ | +2,6 % | 15.113.403 $ | +945.831 $ | +6,7 % |
| FWG Holdings, LLC | 10.427.157 $ | +1.338.306 $ | +14,7 % | 9.088.851 $ | -9.542.047 $ | -51,2 % | 18.630.898 $ | +9.981.959 $ | +115,4 % | 8.648.939 $ | -6.610.479 $ | -43,3 % |
| Veracity Capital LLC | 18.622.649 $ | +3.510.191 $ | +23,2 % | 15.112.458 $ | -1.690.452 $ | -10,1 % | 16.802.910 $ | +15.257.864 $ | +987,5 % | 1.545.046 $ | +242.545 $ | +18,6 % |
| J. Mark Nickell & Co. | 10.892.171 $ | -7.676.486 $ | -41,3 % | 18.568.657 $ | +9.478.494 $ | +104,3 % | 9.090.163 $ | |||||
| Auxano Advisors, LLC | 17.337.388 $ | -379.677 $ | -2,1 % | 17.717.065 $ | -850.256 $ | -4,6 % | 18.567.321 $ | +36.659 $ | +0,2 % | 18.530.662 $ | +4.316.626 $ | +30,4 % |
| Karpus Management, Inc. | 18.404.727 $ | -160.537 $ | -0,9 % | 18.565.264 $ | +3.556.124 $ | +23,7 % | 15.009.140 $ | +1.231.201 $ | +8,9 % | 13.777.939 $ | +4.388.411 $ | +46,7 % |
| Cyr Financial Inc. | 18.530.801 $ | +1.644.281 $ | +9,7 % | 16.886.520 $ | +1.356.900 $ | +8,7 % | 15.529.620 $ | +1.573.401 $ | +11,3 % | 13.956.219 $ | +1.215.445 $ | +9,5 % |
| ARROW FINANCIAL CORP | 18.510.676 $ | +3.116.575 $ | +20,2 % | 15.394.101 $ | +3.392.127 $ | +28,3 % | 12.001.974 $ | |||||
| BSW Wealth Partners | 18.507.209 $ | +2.852.334 $ | +18,2 % | 15.654.875 $ | +281.948 $ | +1,8 % | 15.372.927 $ | -1.240.091 $ | -7,5 % | 16.613.018 $ | +1.984.924 $ | +13,6 % |
| Park Edge Advisors, LLC | 18.492.760 $ | +10.917.828 $ | +144,1 % | 7.574.932 $ | +899.296 $ | +13,5 % | 6.675.636 $ | -1.370.261 $ | -17,0 % | 8.045.897 $ | +1.266.099 $ | +18,7 % |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 15.768.892 $ | -398.018 $ | -2,5 % | 16.166.910 $ | +712.449 $ | +4,6 % | 15.454.461 $ | -3.031.072 $ | -16,4 % | 18.485.533 $ | +865.735 $ | +4,9 % |
| RiverTree Advisors, LLC | 18.459.113 $ | +1.142.173 $ | +6,6 % | 17.316.940 $ | +1.763.915 $ | +11,3 % | 15.553.025 $ | -57.547 $ | -0,4 % | 15.610.572 $ | +219.672 $ | +1,4 % |
| FIRST NATIONAL TRUST CO | 18.430.704 $ | +1.703.426 $ | +10,2 % | 16.727.278 $ | +9.862.979 $ | +143,7 % | 6.864.299 $ | +221.197 $ | +3,3 % | 6.643.102 $ | +2.130.002 $ | +47,2 % |
| Compagnie Lombard Odier SCmA | 18.410.528 $ | +8.880.371 $ | +93,2 % | 9.530.157 $ | +2.325.247 $ | +32,3 % | 7.204.910 $ | +1.509.421 $ | +26,5 % | 5.695.489 $ | +2.396.058 $ | +72,6 % |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 18.397.518 $ | +699.049 $ | +3,9 % | 17.698.469 $ | +6.685.127 $ | +60,7 % | 11.013.342 $ | +725.450 $ | +7,1 % | 10.287.892 $ | +300.536 $ | +3,0 % |
| ONE Advisory Partners, LLC | 8.955.308 $ | -2.193.194 $ | -19,7 % | 11.148.502 $ | -7.226.983 $ | -39,3 % | 18.375.485 $ | +3.143.936 $ | +20,6 % | 15.231.549 $ | +3.853.904 $ | +33,9 % |
| Forefront Wealth Partners, LLC | 15.920.894 $ | +5.372.226 $ | +50,9 % | 10.548.668 $ | +1.110.005 $ | +11,8 % | 9.438.663 $ | -8.914.615 $ | -48,6 % | 18.353.278 $ | +14.365.468 $ | +360,2 % |
| MY Wealth Management Inc. | 18.352.565 $ | +11.377.502 $ | +163,1 % | 6.975.063 $ | -4.365.329 $ | -38,5 % | 11.340.392 $ | -6.716.640 $ | -37,2 % | 18.057.032 $ | -2.267.656 $ | -11,2 % |
| Kinloch Capital, LLC | 8.046.572 $ | -7.205.169 $ | -47,2 % | 15.251.741 $ | -3.023.903 $ | -16,5 % | 18.275.644 $ | +7.687.671 $ | +72,6 % | 10.587.973 $ | +449.894 $ | +4,4 % |
| CITY HOLDING CO | 18.252.834 $ | +3.162.343 $ | +21,0 % | 15.090.491 $ | +628.739 $ | +4,3 % | 14.461.752 $ | +575.745 $ | +4,1 % | 13.886.007 $ | +1.009.269 $ | +7,8 % |
| Three Magnolias Financial Advisors, LLC | 18.251.076 $ | +2.109.760 $ | +13,1 % | 16.141.316 $ | +318.215 $ | +2,0 % | 15.823.101 $ | +260.138 $ | +1,7 % | 15.562.963 $ | +1.318.935 $ | +9,3 % |
| MTM Investment Management, LLC | 18.244.630 $ | +2.543.732 $ | +16,2 % | 15.700.898 $ | -302.299 $ | -1,9 % | 16.003.197 $ | +61.326 $ | +0,4 % | 15.941.871 $ | +724.556 $ | +4,8 % |
| BRASS TAX WEALTH MANAGEMENT, INC | 18.228.976 $ | +14.053.526 $ | +336,6 % | |||||||||
| Curtis Advisory Group, LLC | 16.927.005 $ | -1.256.820 $ | -6,9 % | 18.183.825 $ | +2.187.587 $ | +13,7 % | 15.996.238 $ | +1.183.708 $ | +8,0 % | 14.812.530 $ | +351.282 $ | +2,4 % |
| Advocate Investing Services LLC | 18.112.496 $ | +3.494.988 $ | +23,9 % | 14.617.508 $ | +1.360.290 $ | +10,3 % | 13.257.218 $ | |||||
| Ferguson Shapiro LLC | 17.796.878 $ | +3.421.458 $ | +23,8 % | 14.375.420 $ | -3.053.650 $ | -17,5 % | 17.429.070 $ | -674.722 $ | -3,7 % | 18.103.792 $ | +3.361.869 $ | +22,8 % |
| PRAIRIE ADVISORY, LLC | 18.102.270 $ | |||||||||||
| PRIVATE CLIENT SERVICES, LLC | 14.943.158 $ | +1.727.774 $ | +13,1 % | 13.215.384 $ | -3.821.413 $ | -22,4 % | 17.036.797 $ | -1.057.898 $ | -5,8 % | 18.094.695 $ | -617.097 $ | -3,3 % |
| BOS Asset Management, LLC | 18.034.345 $ | +4.338.679 $ | +31,7 % | 13.695.666 $ | +964.132 $ | +7,6 % | 12.731.534 $ | +305.918 $ | +2,5 % | 12.425.616 $ | +805.697 $ | +6,9 % |
| PVG ASSET MANAGEMENT CORP | 17.964.584 $ | +289.623 $ | +1,6 % | 17.674.961 $ | +14.080.153 $ | +391,7 % | 3.594.808 $ | +2.747.718 $ | +324,4 % | 847.090 $ | +457.138 $ | +117,2 % |
| Gerald Baker Financial Group LLC | 17.957.713 $ | +2.147.726 $ | +13,6 % | 15.809.987 $ | ||||||||
| Aspect Partners, LLC | 17.906.689 $ | +4.841.804 $ | +37,1 % | 13.064.885 $ | +2.346.055 $ | +21,9 % | 10.718.830 $ | +6.357.921 $ | +145,8 % | 4.360.909 $ | +373.915 $ | +9,4 % |
| LongView Wealth Management | 17.905.903 $ | +1.135.561 $ | +6,8 % | 16.770.342 $ | +473.694 $ | +2,9 % | 16.296.648 $ | +2.574.823 $ | +18,8 % | 13.721.825 $ | +2.206.454 $ | +19,2 % |
| Santori & Peters, Inc. | 17.896.595 $ | +3.329.795 $ | +22,9 % | 14.566.800 $ | +498.699 $ | +3,5 % | 14.068.101 $ | +285.570 $ | +2,1 % | 13.782.531 $ | +11.755.306 $ | +579,9 % |
| Portside Wealth Group, LLC | 17.877.603 $ | +3.728.811 $ | +26,4 % | 14.148.792 $ | +302.545 $ | +2,2 % | 13.846.247 $ | +2.564.111 $ | +22,7 % | 11.282.136 $ | +1.626.778 $ | +16,8 % |
| Boyer Financial Services, Inc. | 17.865.389 $ | +4.120.399 $ | +30,0 % | 13.744.990 $ | -460.160 $ | -3,2 % | 14.205.150 $ | |||||
| Pioneer Family Office, LLC | 17.822.728 $ | +17.469.340 $ | +4.943,4 % | 353.388 $ | -13.082.014 $ | -97,4 % | 13.435.402 $ | |||||
| Keystone Wealth Services, LLC | 17.815.499 $ | +2.729.269 $ | +18,1 % | 15.086.230 $ | +10.705.117 $ | +244,3 % | 4.381.113 $ | -6.180.125 $ | -58,5 % | 10.561.238 $ | +1.964.593 $ | +22,9 % |
| Elevated Financial Group LLC | 17.808.998 $ | +3.696.139 $ | +26,2 % | 14.112.859 $ | +1.619.372 $ | +13,0 % | 12.493.487 $ | |||||
| Hartmann Taylor Wealth Management, LLC | 16.476.002 $ | -50.479 $ | -0,3 % | 16.526.481 $ | -1.255.995 $ | -7,1 % | 17.782.476 $ | +1.145.580 $ | +6,9 % | 16.636.896 $ | +3.447.922 $ | +26,1 % |
| KICKSTAND VENTURES, LLC. | 17.772.664 $ | +7.651.539 $ | +75,6 % | 10.121.125 $ | +171.132 $ | +1,7 % | 9.949.993 $ | -3.265.152 $ | -24,7 % | 13.215.145 $ | -8.988.902 $ | -40,5 % |
| KWMG, LLC | 17.763.041 $ | +1.100.545 $ | +6,6 % | 16.662.496 $ | +646.249 $ | +4,0 % | 16.016.247 $ | +620.555 $ | +4,0 % | 15.395.692 $ | +837.011 $ | +5,7 % |
| Advisory Resource Group | 12.097.299 $ | -1.202.223 $ | -9,0 % | 13.299.522 $ | -4.061.695 $ | -23,4 % | 17.361.217 $ | -395.961 $ | -2,2 % | 17.757.178 $ | -7.359.743 $ | -29,3 % |
| FLOYD FINANCIAL GROUP LLC | 17.717.391 $ | +4.039.905 $ | +29,5 % | 13.677.486 $ | +429.193 $ | +3,2 % | 13.248.293 $ | -395.233 $ | -2,9 % | 13.643.526 $ | +2.358.849 $ | +20,9 % |
| OakTrust Wealth Advisors, LLC | 17.699.231 $ | +1.356.405 $ | +8,3 % | 16.342.826 $ | -881.312 $ | -5,1 % | 17.224.138 $ | |||||
| ISTHMUS PARTNERS, LLC | 17.655.375 $ | +1.364.517 $ | +8,4 % | 16.290.858 $ | ||||||||
| B & T Capital Management DBA Alpha Capital Management | 17.388.394 $ | +1.409.594 $ | +8,8 % | 15.978.800 $ | -334.603 $ | -2,1 % | 16.313.403 $ | -1.325.618 $ | -7,5 % | 17.639.021 $ | +1.461.701 $ | +9,0 % |
| Fairway Financial, LLC | 17.637.827 $ | +2.090.834 $ | +13,4 % | 15.546.993 $ | -20.267 $ | -0,1 % | 15.567.260 $ | +790.810 $ | +5,4 % | 14.776.450 $ | +1.017.187 $ | +7,4 % |
| M.E. ALLISON & CO., INC. | 17.634.388 $ | +2.929.515 $ | +19,9 % | 14.704.873 $ | +1.040.155 $ | +7,6 % | 13.664.718 $ | +469.122 $ | +3,6 % | 13.195.596 $ | +1.835.040 $ | +16,2 % |
| Russell Investments Group, Ltd. | 5.289.256 $ | +1.307.481 $ | +32,8 % | 3.981.775 $ | -267.315 $ | -6,3 % | 4.249.090 $ | -13.384.108 $ | -75,9 % | 17.633.198 $ | +6.423.904 $ | +57,3 % |
| SAGE FINANCIAL GROUP INC | 17.520.345 $ | +5.218.013 $ | +42,4 % | 12.302.332 $ | +8.423.152 $ | +217,1 % | 3.879.180 $ | -221.878 $ | -5,4 % | 4.101.058 $ | +426.579 $ | +11,6 % |
| Windsor Capital Management, LLC | 17.513.948 $ | +1.367.540 $ | +8,5 % | 16.146.408 $ | -161.151 $ | -1,0 % | 16.307.559 $ | -652.934 $ | -3,8 % | 16.960.493 $ | +971.188 $ | +6,1 % |
| VCI Wealth Management LLC | 17.312.246 $ | -186.137 $ | -1,1 % | 17.498.383 $ | +1.954.073 $ | +12,6 % | 15.544.310 $ | +1.378.043 $ | +9,7 % | 14.166.267 $ | +889.838 $ | +6,7 % |
| Beirne Wealth Consulting Services, LLC | 17.483.049 $ | +2.851.069 $ | +19,5 % | 14.631.980 $ | -424.522 $ | -2,8 % | 15.056.502 $ | +333.635 $ | +2,3 % | 14.722.867 $ | +1.407.285 $ | +10,6 % |
| Bridgewealth Advisory Group, LLC | 15.465.199 $ | +4.380.349 $ | +39,5 % | 11.084.850 $ | -1.322.199 $ | -10,7 % | 12.407.049 $ | -5.052.396 $ | -28,9 % | 17.459.445 $ | +2.087.950 $ | +13,6 % |
| Single Point Partners, LLC | 17.445.063 $ | +2.153.694 $ | +14,1 % | 15.291.369 $ | +434.402 $ | +2,9 % | 14.856.967 $ | +206.085 $ | +1,4 % | 14.650.882 $ | +1.385.882 $ | +10,4 % |
| Purus Wealth Management, LLC | 17.430.296 $ | +2.009.240 $ | +13,0 % | 15.421.056 $ | +401.084 $ | +2,7 % | 15.019.972 $ | +63.594 $ | +0,4 % | 14.956.378 $ | +655.029 $ | +4,6 % |
| Prasad Wealth Partners, LLC | 9.101.698 $ | +165.810 $ | +1,9 % | 8.935.888 $ | -8.265.806 $ | -48,1 % | 17.201.694 $ | -146.210 $ | -0,8 % | 17.347.904 $ | +1.590.361 $ | +10,1 % |
| FOREFRONT WEALTH MANAGEMENT INC. | 17.328.681 $ | +843.532 $ | +5,1 % | 16.485.149 $ | +303.985 $ | +1,9 % | ||||||
| AMG National Trust Bank | 17.319.449 $ | +1.826.246 $ | +11,8 % | 15.493.203 $ | +3.556.009 $ | +29,8 % | 11.937.194 $ | +1.776.698 $ | +17,5 % | 10.160.496 $ | +1.075.351 $ | +11,8 % |
| Smith Thornton Advisors LLC | 17.311.225 $ | +2.794.726 $ | +19,3 % | 14.516.499 $ | -99.970 $ | -0,7 % | 14.616.469 $ | +533.865 $ | +3,8 % | 14.082.604 $ | +1.661.598 $ | +13,4 % |
| Financial Gravity Companies, Inc. | 17.294.920 $ | +4.294.504 $ | +33,0 % | |||||||||
| CFO4Life Group, LLC | 16.117.679 $ | +173.343 $ | +1,1 % | 15.944.336 $ | -375.403 $ | -2,3 % | 16.319.739 $ | -926.462 $ | -5,4 % | 17.246.201 $ | -77.729 $ | -0,4 % |
| BLUEDOOR PRIVATE WEALTH, LLC | 17.243.464 $ | +543.372 $ | +3,3 % | 16.700.092 $ | +5.450.015 $ | +48,4 % | 11.250.077 $ | |||||
| PRUDENT INVESTORS NETWORK, INC. | 414.190 $ | -454.643 $ | -52,3 % | 868.833 $ | -426.146 $ | -32,9 % | 1.294.979 $ | -15.892.057 $ | -92,5 % | 17.187.036 $ | +1.781.792 $ | +11,6 % |
| Vienna Asset Management LLC | 14.372.842 $ | +690.864 $ | +5,0 % | 13.681.978 $ | -524.327 $ | -3,7 % | 14.206.305 $ | -2.946.330 $ | -17,2 % | 17.152.635 $ | -7.885.819 $ | -31,5 % |
| ADVISORS MANAGEMENT GROUP INC /ADV | 15.683.000 $ | -38.000 $ | -0,2 % | 15.721.000 $ | -1.140.000 $ | -6,8 % | 16.861.000 $ | -272.000 $ | -1,6 % | 17.133.000 $ | +263.000 $ | +1,6 % |
| Lantz Financial LLC | 13.646.308 $ | +1.190.243 $ | +9,6 % | 12.456.065 $ | -300.163 $ | -2,4 % | 12.756.228 $ | -4.350.889 $ | -25,4 % | 17.107.117 $ | +1.942.500 $ | +12,8 % |
| Obsidian Personal Planning Solutions LLC | 17.062.457 $ | +2.171.556 $ | +14,6 % | |||||||||
| JPL Wealth Management, LLC | 17.060.324 $ | +4.325.727 $ | +34,0 % | 12.734.597 $ | +1.239.563 $ | +10,8 % | 11.495.034 $ | +1.700.375 $ | +17,4 % | 9.794.659 $ | +4.829.137 $ | +97,3 % |
| VAUGHAN & Co SECURITIES, INC. | 17.055.315 $ | +2.166.160 $ | +14,5 % | 14.889.155 $ | +87.460 $ | +0,6 % | 14.801.695 $ | +382.296 $ | +2,7 % | 14.419.399 $ | +1.381.251 $ | +10,6 % |
| Purewater Capital LLC | 17.049.312 $ | +7.525.445 $ | +79,0 % | 9.523.867 $ | ||||||||
| Central Pacific Bank - Trust Division | 16.815.860 $ | +787.114 $ | +4,9 % | 16.028.746 $ | -474.944 $ | -2,9 % | 16.503.690 $ | -524.597 $ | -3,1 % | 17.028.287 $ | +4.264.613 $ | +33,4 % |
| Twele Capital Management, Inc. | 17.022.875 $ | +1.599.545 $ | +10,4 % | 15.423.330 $ | -407.720 $ | -2,6 % | 15.831.050 $ | +323.963 $ | +2,1 % | 15.507.087 $ | +1.474.774 $ | +10,5 % |
| Heritage Financial Services, LLC | 16.471.342 $ | -535.322 $ | -3,1 % | 17.006.664 $ | +277.001 $ | +1,7 % | ||||||
| BostonPremier Wealth LLC | 1.123.587 $ | -63.470 $ | -5,3 % | 1.187.057 $ | -68.397 $ | -5,4 % | 1.255.454 $ | -15.719.832 $ | -92,6 % | 16.975.286 $ | +859.992 $ | +5,3 % |
| SlateStone Wealth, LLC | 16.541.000 $ | +602.000 $ | +3,8 % | 15.939.000 $ | -1.027.000 $ | -6,1 % | 16.966.000 $ | +224.000 $ | +1,3 % | 16.742.000 $ | +531.000 $ | +3,3 % |
| MV CAPITAL MANAGEMENT, INC. | 16.961.053 $ | +10.586.550 $ | +166,1 % | 6.374.503 $ | +3.404.851 $ | +114,7 % | 2.969.652 $ | +313.865 $ | +11,8 % | 2.655.787 $ | +617.804 $ | +30,3 % |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 16.956.858 $ | +1.756.239 $ | +11,6 % | 15.200.619 $ | +745.685 $ | +5,2 % | 14.454.934 $ | +343.446 $ | +2,4 % | 14.111.488 $ | +647.205 $ | +4,8 % |
| Red Door Wealth Management, LLC | 16.946.089 $ | +6.904.225 $ | +68,8 % | 10.041.864 $ | +8.321.897 $ | +483,8 % | 1.719.967 $ | +957.590 $ | +125,6 % | 762.377 $ | +26.119 $ | +3,5 % |
| Curry Webb Wealth Management LLC | 16.925.179 $ | +2.817.187 $ | +20,0 % | 14.107.992 $ | +2.071.739 $ | +17,2 % | 12.036.253 $ | |||||
| TBH Global Asset Management, LLC | 16.905.438 $ | +2.351.886 $ | +16,2 % | 14.553.552 $ | +2.478.880 $ | +20,5 % | 12.074.672 $ | -3.612.448 $ | -23,0 % | 15.687.120 $ | +7.769.529 $ | +98,1 % |
| Second Line Capital, LLC | 16.891.793 $ | +356.318 $ | +2,2 % | 16.535.475 $ | +1.833.098 $ | +12,5 % | 14.702.377 $ | +2.674.860 $ | +22,2 % | 12.027.517 $ | +1.110.239 $ | +10,2 % |
| Hi-Line Capital Management, LLC | 16.870.863 $ | +3.590.812 $ | +27,0 % | 13.280.051 $ | +1.770.844 $ | +15,4 % | 11.509.207 $ | -826.205 $ | -6,7 % | 12.335.412 $ | +2.902.658 $ | +30,8 % |
| AXIOM INVESTORS LLC /DE | 16.857.940 $ | +9.304.015 $ | +123,2 % | 7.553.925 $ | -2.892.063 $ | -27,7 % | 10.445.988 $ | +795.300 $ | +8,2 % | 9.650.688 $ | +1.600.665 $ | +19,9 % |
| SENTINEL PENSION ADVISORS, LLC | 16.852.012 $ | +1.702.607 $ | +11,2 % | 15.149.405 $ | +340.026 $ | +2,3 % | 14.809.379 $ | +10.534.816 $ | +246,5 % | 4.274.563 $ | -65.941 $ | -1,5 % |
| Firestone Capital Management | 16.823.312 $ | +3.710.772 $ | +28,3 % | 13.112.540 $ | +5.159.404 $ | +64,9 % | 7.953.136 $ | +2.110.529 $ | +36,1 % | 5.842.607 $ | +285.319 $ | +5,1 % |
| IronBridge Private Wealth, LLC | 16.798.546 $ | +2.277.575 $ | +15,7 % | 14.520.971 $ | +22.640 $ | +0,2 % | 14.498.331 $ | +0 $ | +0,0 % | 14.498.331 $ | +898.504 $ | +6,6 % |
| Troutman Wealth Management, LLC | 16.796.554 $ | +1.556.748 $ | +10,2 % | 15.239.806 $ | -598.743 $ | -3,8 % | 15.838.549 $ | |||||
| Hutchens & Kramer Investment Management Group, LLC | 16.792.102 $ | +3.957.138 $ | +30,8 % | 12.834.964 $ | +8.148.722 $ | +173,9 % | 4.686.242 $ | +2.793.360 $ | +147,6 % | 1.892.882 $ | +569.632 $ | +43,0 % |
| Hudock, Inc. | 10.749.026 $ | -369.380 $ | -3,3 % | 11.118.406 $ | -4.469.217 $ | -28,7 % | 15.587.623 $ | -1.198.415 $ | -7,1 % | 16.786.038 $ | -18.053.846 $ | -51,8 % |
| KENNEDY INVESTMENT GROUP, INC. | 16.704.985 $ | +1.279.721 $ | +8,3 % | 15.425.264 $ | +96.385 $ | +0,6 % | 15.328.879 $ | -1.438.963 $ | -8,6 % | 16.767.842 $ | +927.291 $ | +5,9 % |
| Prentice Wealth Management LLC | 14.417.779 $ | +449.632 $ | +3,2 % | 13.968.147 $ | -2.797.083 $ | -16,7 % | 16.765.230 $ | +2.980.036 $ | +21,6 % | 13.785.194 $ | +424.718 $ | +3,2 % |
| FDx Advisors, Inc. | 16.747.000 $ | +3.178.000 $ | +23,4 % | 13.569.000 $ | -175.000 $ | -1,3 % | 13.744.000 $ | +2.374.000 $ | +20,9 % | |||
| Trademark Financial Management, LLC | 16.718.600 $ | +624.365 $ | +3,9 % | 16.094.235 $ | +724.998 $ | +4,7 % | 15.369.237 $ | +2.090.475 $ | +15,7 % | 13.278.762 $ | -587.538 $ | -4,2 % |
| Regent Peak Wealth Advisors LLC | 16.710.650 $ | +3.209.840 $ | +23,8 % | 13.500.810 $ | +13.154.156 $ | +3.794,6 % | 346.654 $ | +6.705 $ | +2,0 % | 339.949 $ | ||
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 16.659.203 $ | +4.884.500 $ | +41,5 % | 11.774.703 $ | -624.199 $ | -5,0 % | 12.398.902 $ | -4.186.155 $ | -25,2 % | 16.585.057 $ | -29.158.850 $ | -63,7 % |
| Riggs Asset Managment Co. Inc. | 16.608.496 $ | +1.781.254 $ | +12,0 % | 14.827.242 $ | +3.542.941 $ | +31,4 % | 11.284.301 $ | +4.125.653 $ | +57,6 % | 7.158.648 $ | -2.838.664 $ | -28,4 % |
| Fortitude Family Office, LLC | 16.576.128 $ | +2.437.452 $ | +17,2 % | 14.138.676 $ | +1.724.516 $ | +13,9 % | 12.414.160 $ | +590.797 $ | +5,0 % | 11.823.363 $ | +2.271.515 $ | +23,8 % |
| D. E. Shaw & Co., Inc. | 16.530.060 $ | +7.457.602 $ | +82,2 % | 9.072.458 $ | +6.338.745 $ | +231,9 % | 2.733.713 $ | -4.974.023 $ | -64,5 % | |||
| Crewe Advisors LLC | 16.529.872 $ | +2.879.117 $ | +21,1 % | 13.650.755 $ | +2.500.697 $ | +22,4 % | 11.150.058 $ | -197.032 $ | -1,7 % | 11.347.090 $ | +753.325 $ | +7,1 % |
| Nova Wealth Management, Inc. | 16.462.940 $ | +4.783.917 $ | +41,0 % | 11.679.023 $ | +1.037.315 $ | +9,7 % | 10.641.708 $ | +473.418 $ | +4,7 % | 10.168.290 $ | -359.247 $ | -3,4 % |
| Empire Financial Management Company, LLC | 8.531.595 $ | -6.727.866 $ | -44,1 % | 15.259.461 $ | +345.678 $ | +2,3 % | 14.913.783 $ | -1.546.877 $ | -9,4 % | 16.460.660 $ | +5.246.165 $ | +46,8 % |
| KFA Private Wealth Group, LLC | 16.453.798 $ | +1.763.105 $ | +12,0 % | 14.690.693 $ | +143.807 $ | +1,0 % | 14.546.886 $ | +1.322.451 $ | +10,0 % | 13.224.435 $ | +2.407.522 $ | +22,3 % |
| Princeton Global Asset Management LLC | 16.440.018 $ | +2.227.218 $ | +15,7 % | 14.212.800 $ | -72.799 $ | -0,5 % | 14.285.599 $ | -50.513 $ | -0,4 % | 14.336.112 $ | -632.798 $ | -4,2 % |
| Michael Brady & Co., LLC | 16.354.764 $ | +1.509.499 $ | +10,2 % | 14.845.265 $ | -1.586.186 $ | -9,7 % | 16.431.451 $ | |||||
| Systelligence, LLC | 16.424.661 $ | +4.132.510 $ | +33,6 % | 12.292.151 $ | ||||||||
| MILLENNIUM MANAGEMENT LLC | 16.413.423 $ | +16.107.706 $ | +5.268,8 % | 305.717 $ | -602.064 $ | -66,3 % | 907.781 $ | -729.844 $ | -44,6 % | |||
| Westside Investment Management, Inc. | 16.367.217 $ | -30.289 $ | -0,2 % | 16.397.506 $ | +1.196.830 $ | +7,9 % | 15.200.676 $ | -299.304 $ | -1,9 % | 15.499.980 $ | +1.145.331 $ | +8,0 % |
| Capasso Planning Partners LLC | 16.365.205 $ | +558.326 $ | +3,5 % | 15.806.879 $ | +1.817.235 $ | +13,0 % | 13.989.644 $ | +7.747.942 $ | +124,1 % | 6.241.702 $ | +1.535.589 $ | +32,6 % |
| Denver PWM, LLC | 16.329.894 $ | +4.971.282 $ | +43,8 % | 11.358.612 $ | +2.061.338 $ | +22,2 % | 9.297.274 $ | +0 $ | +0,0 % | 9.297.274 $ | +3.547 $ | +0,0 % |
| BARRETT & COMPANY, INC. | 16.271.634 $ | +2.099.633 $ | +14,8 % | 14.172.001 $ | +315.865 $ | +2,3 % | 13.856.136 $ | +321.461 $ | +2,4 % | 13.534.675 $ | +1.249.801 $ | +10,2 % |
| Buck Wealth Strategies, LLC | 16.270.473 $ | +3.278.302 $ | +25,2 % | 12.992.171 $ | -1.597.861 $ | -11,0 % | 14.590.032 $ | +1.167.704 $ | +8,7 % | 13.422.328 $ | +587.087 $ | +4,6 % |
| Kaydan Wealth Management, Inc. | 10.918.348 $ | +1.156.855 $ | +11,9 % | 9.761.493 $ | +415.426 $ | +4,4 % | 9.346.067 $ | -6.905.449 $ | -42,5 % | 16.251.516 $ | +7.212.770 $ | +79,8 % |
| WEST MICHIGAN ADVISORS, LLC | 8.018.997 $ | -970.452 $ | -10,8 % | 8.989.449 $ | -7.258.413 $ | -44,7 % | 16.247.862 $ | +521.770 $ | +3,3 % | 15.726.092 $ | -4.285.604 $ | -21,4 % |
| Oak Root LLC | 12.182.368 $ | +1.730.121 $ | +16,6 % | 10.452.247 $ | -547.634 $ | -5,0 % | 10.999.881 $ | -5.242.082 $ | -32,3 % | 16.241.963 $ | +1.125.869 $ | +7,4 % |
| Quad-Cities Investment Group, LLC | 16.168.174 $ | +1.027.016 $ | +6,8 % | 15.141.158 $ | +583.474 $ | +4,0 % | 14.557.684 $ | +324.185 $ | +2,3 % | 14.233.499 $ | +592.046 $ | +4,3 % |
| WealthTrak Capital Management LLC | 14.165.937 $ | +102.369 $ | +0,7 % | 14.063.568 $ | -2.088.212 $ | -12,9 % | 16.151.780 $ | +1.436.300 $ | +9,8 % | 14.715.480 $ | +3.369.655 $ | +29,7 % |
| Laurel Wealth Planning LLC | 16.134.159 $ | +5.561.650 $ | +52,6 % | 10.572.509 $ | -391.815 $ | -3,6 % | 10.964.324 $ | -119.276 $ | -1,1 % | 11.083.600 $ | +383.783 $ | +3,6 % |
| PERSPECTIVE WEALTH ADVISORS LLC | 16.118.826 $ | +8.493.668 $ | +111,4 % | 7.625.158 $ | +838.050 $ | +12,3 % | 6.787.108 $ | |||||
| Cadence Bank | 16.096.492 $ | +1.986.069 $ | +14,1 % | 14.110.423 $ | -1.144.317 $ | -7,5 % | ||||||
| REDW Wealth LLC | 14.635.813 $ | -284.399 $ | -1,9 % | 14.920.212 $ | -655.843 $ | -4,2 % | 15.576.055 $ | -517.020 $ | -3,2 % | 16.093.075 $ | +95.327 $ | +0,6 % |
| Neumann Capital Management, LLC | 16.053.114 $ | +851.244 $ | +5,6 % | 15.201.870 $ | +198.346 $ | +1,3 % | 15.003.524 $ | +1.021.637 $ | +7,3 % | |||
| Wealth Advisors of Tampa Bay, LLC | 12.674.757 $ | -3.372.455 $ | -21,0 % | 16.047.212 $ | +1.695.406 $ | +11,8 % | 14.351.806 $ | +74.771 $ | +0,5 % | 14.277.035 $ | +5.902.367 $ | +70,5 % |
| Black Diamond Financial, LLC | 16.026.592 $ | +3.619.650 $ | +29,2 % | 12.406.942 $ | +1.172.477 $ | +10,4 % | 11.234.465 $ | +904.990 $ | +8,8 % | 10.329.475 $ | +3.290.060 $ | +46,7 % |
| UPTICK PARTNERS, LLC | 15.990.024 $ | +5.469.581 $ | +52,0 % | 10.520.443 $ | +1.588.214 $ | +17,8 % | 8.932.229 $ | +1.785.594 $ | +25,0 % | 7.146.635 $ | +354.955 $ | +5,2 % |
| Advisor OS, LLC | 14.687.958 $ | -1.278.088 $ | -8,0 % | 15.966.046 $ | +11.353.374 $ | +246,1 % | 4.612.672 $ | +822.222 $ | +21,7 % | 3.790.450 $ | -22.738.764 $ | -85,7 % |
| Pinnacle Wealth Planning Services, Inc. | 15.948.666 $ | +724.195 $ | +4,8 % | 15.224.471 $ | +1.388.068 $ | +10,0 % | 13.836.403 $ | +1.094.362 $ | +8,6 % | 12.742.041 $ | +2.001.795 $ | +18,6 % |
| Revisor Wealth Management LLC | 15.948.490 $ | +3.200.617 $ | +25,1 % | 12.747.873 $ | -788.696 $ | -5,8 % | 13.536.569 $ | +2.144.889 $ | +18,8 % | 11.391.680 $ | +2.887.397 $ | +34,0 % |
| Dorsey & Whitney Trust CO LLC | 15.932.266 $ | +2.335.444 $ | +17,2 % | 13.596.822 $ | +613.927 $ | +4,7 % | 12.982.895 $ | +2.383.959 $ | +22,5 % | 10.598.936 $ | +288.062 $ | +2,8 % |
| TRUEFG, LLC | 15.921.190 $ | +1.922.222 $ | +13,7 % | 13.998.968 $ | +76.878 $ | +0,6 % | 13.922.090 $ | +57.438 $ | +0,4 % | 13.864.652 $ | +1.259.450 $ | +10,0 % |
| Stegent Equity Advisors, Inc. | 15.850.194 $ | +2.216.789 $ | +16,3 % | 13.633.405 $ | -660.112 $ | -4,6 % | 14.293.517 $ | -1.593.597 $ | -10,0 % | 15.887.114 $ | +1.936.583 $ | +13,9 % |
| CMC Financial Group | 5.693.357 $ | -423.776 $ | -6,9 % | 6.117.133 $ | -373.129 $ | -5,7 % | 6.490.262 $ | -9.387.975 $ | -59,1 % | 15.878.237 $ | -9.518.786 $ | -37,5 % |
| ENDEAVOR PRIVATE WEALTH, INC. | 15.864.053 $ | +842.130 $ | +5,6 % | 15.021.923 $ | +984.476 $ | +7,0 % | 14.037.447 $ | +2.908.816 $ | +26,1 % | 11.128.631 $ | +2.475.043 $ | +28,6 % |
| Opus Capital Group, LLC | 18.422 $ | -15.835.578 $ | -99,9 % | 15.854.000 $ | +450.000 $ | +2,9 % | 15.404.000 $ | +530.000 $ | +3,6 % | 14.874.000 $ | +1.339.000 $ | +9,9 % |
| MEITAV INVESTMENT HOUSE LTD | 11.514.372 $ | +2.197.883 $ | +23,6 % | 9.316.489 $ | +7.017.042 $ | +305,2 % | 2.299.447 $ | -13.551.924 $ | -85,5 % | 15.851.371 $ | +6.540.371 $ | +70,2 % |
| Investment Partners Asset Management, Inc. | 15.849.437 $ | +592.781 $ | +3,9 % | 15.256.656 $ | +721.930 $ | +5,0 % | 14.534.726 $ | +4.591.419 $ | +46,2 % | 9.943.307 $ | +31.491 $ | +0,3 % |
| DAVIS R M INC | 280.722 $ | -15.567.994 $ | -98,2 % | 15.848.716 $ | -2.722.654 $ | -14,7 % | ||||||
| Balefire, LLC | 15.829.230 $ | +3.954.937 $ | +33,3 % | 11.874.293 $ | +1.033.344 $ | +9,5 % | 10.840.949 $ | +2.211.266 $ | +25,6 % | 8.629.683 $ | -701.451 $ | -7,5 % |
| TABLEAUX LLC | 7.070.913 $ | +442.970 $ | +6,7 % | 6.627.943 $ | -215.339 $ | -3,1 % | 6.843.282 $ | -8.982.936 $ | -56,8 % | 15.826.218 $ | +5.166.318 $ | +48,5 % |
| Weil Company, Inc. | 15.821.293 $ | +3.112.568 $ | +24,5 % | 12.708.725 $ | +2.590.152 $ | +25,6 % | 10.118.573 $ | +1.359.610 $ | +15,5 % | 8.758.963 $ | +1.198.516 $ | +15,9 % |
| FORBES J M & CO LLP | 15.815.550 $ | +1.314.686 $ | +9,1 % | 14.500.864 $ | +252.322 $ | +1,8 % | 14.248.542 $ | +544.965 $ | +4,0 % | 13.703.577 $ | +942.232 $ | +7,4 % |
| Tradewinds, LLC. | 15.805.180 $ | +780.038 $ | +5,2 % | 15.025.142 $ | +3.838.574 $ | +34,3 % | 11.186.568 $ | +3.195.440 $ | +40,0 % | |||
| Hobbs Group Advisors, LLC | 15.803.732 $ | +1.031.346 $ | +7,0 % | 14.772.386 $ | +1.132.677 $ | +8,3 % | 13.639.709 $ | +1.891.494 $ | +16,1 % | 11.748.215 $ | +1.266.461 $ | +12,1 % |
| Eagle Bluffs Wealth Management LLC | 15.615.466 $ | +158.309 $ | +1,0 % | 15.457.157 $ | -326.645 $ | -2,1 % | 15.783.802 $ | +491.569 $ | +3,2 % | 15.292.233 $ | +671.837 $ | +4,6 % |
| COMPASS FINANCIAL MANAGEMENT LLC | 15.772.671 $ | |||||||||||
| Ackerman Capital Advisors, LLC | 15.741.009 $ | +2.512.177 $ | +19,0 % | 13.228.832 $ | +2.860.879 $ | +27,6 % | 10.367.953 $ | +37.020 $ | +0,4 % | 10.330.933 $ | +775.885 $ | +8,1 % |
| HARBOR INVESTMENT ADVISORY, LLC | 15.737.676 $ | +3.559.303 $ | +29,2 % | 12.178.373 $ | +271.297 $ | +2,3 % | 11.907.076 $ | -190.681 $ | -1,6 % | 12.097.757 $ | -214.953 $ | -1,7 % |
| Blue Edge Capital, LLC | 11.580.535 $ | +2.137.710 $ | +22,6 % | 9.442.825 $ | -6.291.629 $ | -40,0 % | 15.734.454 $ | +996.126 $ | +6,8 % | 14.738.328 $ | +3.818.511 $ | +35,0 % |
| Milestones Private Investment Advisors LLC | 15.734.063 $ | +9.836.166 $ | +166,8 % | 5.897.897 $ | -323.275 $ | -5,2 % | 6.221.172 $ | -143.738 $ | -2,3 % | 6.364.910 $ | +472.338 $ | +8,0 % |
| DKM Wealth Management, Inc. | 15.186.492 $ | +1.556.411 $ | +11,4 % | 13.630.081 $ | -2.076.171 $ | -13,2 % | 15.706.252 $ | +1.365.237 $ | +9,5 % | 14.341.015 $ | +657.198 $ | +4,8 % |
| Vista Cima Wealth Management LLC | 15.690.065 $ | +2.851.317 $ | +22,2 % | 12.838.748 $ | +2.148.678 $ | +20,1 % | 10.690.070 $ | +248.104 $ | +2,4 % | 10.441.966 $ | +924.315 $ | +9,7 % |
| Financial Management, Inc. | 15.676.004 $ | +2.562.204 $ | +19,5 % | 13.113.800 $ | +664.134 $ | +5,3 % | 12.449.666 $ | |||||
| Dean, Jacobson Financial Services, LLC | 15.675.023 $ | +1.753.038 $ | +12,6 % | 13.921.985 $ | +2.416.418 $ | +21,0 % | 11.505.567 $ | +7.625.482 $ | +196,5 % | 3.880.085 $ | +882.548 $ | +29,4 % |
| Harfst & Associates, Inc. | 15.667.045 $ | +2.127.058 $ | +15,7 % | 13.539.987 $ | -331.874 $ | -2,4 % | 13.871.861 $ | +1.495.029 $ | +12,1 % | 12.376.832 $ | +1.426.920 $ | +13,0 % |
| Cascade Wealth Advisors, Inc | 5.871.907 $ | -3.055.006 $ | -34,2 % | 8.926.913 $ | -1.142.187 $ | -11,3 % | 10.069.100 $ | -5.587.621 $ | -35,7 % | 15.656.721 $ | +1.000.642 $ | +6,8 % |
| BFSG, LLC | 15.606.796 $ | +1.017.120 $ | +7,0 % | 14.589.676 $ | +261.838 $ | +1,8 % | 14.327.838 $ | +311.846 $ | +2,2 % | 14.015.992 $ | +532.854 $ | +4,0 % |
| Astoria Strategic Wealth, Inc. | 15.596.038 $ | +2.249.703 $ | +16,9 % | 13.346.335 $ | +330.724 $ | +2,5 % | 13.015.611 $ | +517.222 $ | +4,1 % | 12.498.389 $ | +1.976.024 $ | +18,8 % |
| Delta Wealth Advisors LLC | 15.572.584 $ | +3.493.202 $ | +28,9 % | 12.079.382 $ | +185.024 $ | +1,6 % | 11.894.358 $ | -422.023 $ | -3,4 % | 12.316.381 $ | +1.191.364 $ | +10,7 % |
| Leelyn Smith, LLC | 6.731.964 $ | -8.838.231 $ | -56,8 % | 15.570.195 $ | +6.206.426 $ | +66,3 % | 9.363.769 $ | -55.755 $ | -0,6 % | 9.419.524 $ | +350.651 $ | +3,9 % |
| McNaughton Wealth Management, LLC | 14.188.846 $ | -488.924 $ | -3,3 % | 14.677.770 $ | -881.614 $ | -5,7 % | 15.559.384 $ | +3.818.455 $ | +32,5 % | 11.740.929 $ | +1.870.591 $ | +19,0 % |
| Financially Speaking Inc | 7.544.586 $ | +0 $ | +0,0 % | 7.544.586 $ | +868.095 $ | +13,0 % | 6.676.491 $ | -8.873.539 $ | -57,1 % | 15.550.030 $ | +6.269.993 $ | +67,6 % |
| Concentrum Wealth Management | 15.546.664 $ | +2.222.559 $ | +16,7 % | 13.324.105 $ | +357.597 $ | +2,8 % | 12.966.508 $ | +459.364 $ | +3,7 % | 12.507.144 $ | +1.054.159 $ | +9,2 % |
| Medallion Wealth Advisors, LLC | 12.574.659 $ | -2.898.045 $ | -18,7 % | 15.472.704 $ | -67.959 $ | -0,4 % | 15.540.663 $ | +100.448 $ | +0,7 % | 15.440.215 $ | +1.071.261 $ | +7,5 % |
| Cooper Capital Advisors LLC | 15.537.962 $ | +966.505 $ | +6,6 % | 14.571.457 $ | -15.525 $ | -0,1 % | 14.586.982 $ | +1.001.178 $ | +7,4 % | 13.585.804 $ | +407.362 $ | +3,1 % |
| Capital Investment Counsel, LLC | 15.537.771 $ | +2.922.075 $ | +23,2 % | 12.615.696 $ | -252.735 $ | -2,0 % | 12.868.431 $ | -300.990 $ | -2,3 % | 13.169.421 $ | +6.042.473 $ | +84,8 % |
| WPG Advisers, LLC | 15.519.812 $ | +3.947.333 $ | +34,1 % | 11.572.479 $ | +1.984.872 $ | +20,7 % | 9.587.607 $ | +1.379.749 $ | +16,8 % | 8.207.858 $ | +4.375.863 $ | +114,2 % |
| Emerald Advisors, LLC | 15.516.508 $ | +3.092.550 $ | +24,9 % | 12.423.958 $ | +1.299.413 $ | +11,7 % | 11.124.545 $ | +1.263.077 $ | +12,8 % | 9.861.468 $ | +1.205.137 $ | +13,9 % |
| Fonville Wealth Management LLC | 15.500.225 $ | +2.816.581 $ | +22,2 % | 12.683.644 $ | +2.370.202 $ | +23,0 % | 10.313.442 $ | +1.335.138 $ | +14,9 % | 8.978.304 $ | +1.960.548 $ | +27,9 % |
| Integrated Investment Consultants, LLC | 15.499.810 $ | +1.722.015 $ | +12,5 % | 13.777.795 $ | +4.180.369 $ | +43,6 % | 9.597.426 $ | -2.595.002 $ | -21,3 % | 12.192.428 $ | +2.581.613 $ | +26,9 % |
| SeaCrest Wealth Management, LLC | 14.196.261 $ | -1.296.678 $ | -8,4 % | 15.492.939 $ | +359.292 $ | +2,4 % | 15.133.647 $ | +133.998 $ | +0,9 % | 14.999.649 $ | +748.106 $ | +5,2 % |
| Vernal Point Advisors, LLC | 15.491.899 $ | +2.496.166 $ | +19,2 % | 12.995.733 $ | +3.148.707 $ | +32,0 % | 9.847.026 $ | +1.247.023 $ | +14,5 % | 8.600.003 $ | +234.904 $ | +2,8 % |
| PACES FERRY WEALTH ADVISORS, LLC | 15.490.189 $ | +1.174.057 $ | +8,2 % | 14.316.132 $ | +937.007 $ | +7,0 % | 13.379.125 $ | +1.368.714 $ | +11,4 % | 12.010.411 $ | +366.715 $ | +3,1 % |
| WLTH Capital Management, LLC | 15.468.698 $ | +2.952.553 $ | +23,6 % | 12.516.145 $ | -1.057.970 $ | -7,8 % | 13.574.115 $ | |||||
| WETZEL INVESTMENT ADVISORS, INC. | 15.467.963 $ | +1.067.637 $ | +7,4 % | 14.400.326 $ | +117.124 $ | +0,8 % | 14.283.202 $ | +328.239 $ | +2,4 % | 13.954.963 $ | +735.207 $ | +5,6 % |
| Team Financial Group, LLC | 15.053.440 $ | +277.726 $ | +1,9 % | 14.775.714 $ | -664.911 $ | -4,3 % | 15.440.625 $ | -55 $ | -0,0 % | 15.440.680 $ | +906.343 $ | +6,2 % |
| Eaton Financial Holdings Company, LLC | 14.760.939 $ | +12.823.882 $ | +662,0 % | 1.937.057 $ | -13.477.888 $ | -87,4 % | 15.414.945 $ | +126.259 $ | +0,8 % | 15.288.686 $ | +669.634 $ | +4,6 % |
| Integrity Wealth Partners, LLC | 15.398.499 $ | |||||||||||
| Henderson Brothers Financial Partners, LLC | 13.019.443 $ | -2.358.367 $ | -15,3 % | 15.377.810 $ | ||||||||
| Smith & Howard Wealth Management, LLC | 15.376.626 $ | +2.039.724 $ | +15,3 % | 13.336.902 $ | +384.411 $ | +3,0 % | 12.952.491 $ | -1.716.242 $ | -11,7 % | 14.668.733 $ | +1.308.710 $ | +9,8 % |
| RAHLFS CAPITAL, LLC | 12.694.331 $ | -2.674.292 $ | -17,4 % | 15.368.623 $ | +1.746.024 $ | +12,8 % | 13.622.599 $ | +3.983.858 $ | +41,3 % | 9.638.741 $ | +4.850.920 $ | +101,3 % |
| Headland Capital, LLC | 15.366.513 $ | +2.782.961 $ | +22,1 % | 12.583.552 $ | -296.677 $ | -2,3 % | 12.880.229 $ | +699.401 $ | +5,7 % | 12.180.828 $ | +1.185.600 $ | +10,8 % |
| Long Run Wealth Advisors, LLC | 15.362.534 $ | +975.660 $ | +6,8 % | 14.386.874 $ | +998.346 $ | +7,5 % | ||||||
| Grey Fox Wealth Advisors, LLC | 15.359.886 $ | +3.016.991 $ | +24,4 % | 12.342.895 $ | +2.753.467 $ | +28,7 % | 9.589.428 $ | +42.580 $ | +0,4 % | 9.546.848 $ | +1.586.619 $ | +19,9 % |
| QUANTUM FINANCIAL PARTNERS LLC | 15.353.545 $ | |||||||||||
| Investor's Fiduciary Advisor Network, LLC | 14.196.000 $ | -1.149.000 $ | -7,5 % | 15.345.000 $ | +3.757.000 $ | +32,4 % | 11.588.000 $ | +1.446.000 $ | +14,3 % | 10.142.000 $ | +1.029.000 $ | +11,3 % |
| Gutierrez Wealth Advisory, LLC | 15.338.595 $ | +1.809.731 $ | +13,4 % | 13.528.864 $ | -1.343.672 $ | -9,0 % | 14.872.536 $ | -158.098 $ | -1,1 % | 15.030.634 $ | +298.350 $ | +2,0 % |
| Financial Gravity Asset Management, Inc. | 15.319.869 $ | +1.050.871 $ | +7,4 % | 14.268.998 $ | +4.444 $ | +0,0 % | 14.264.554 $ | |||||
| Randall & Associates Wealth Management | 15.312.889 $ | +4.206.483 $ | +37,9 % | 11.106.406 $ | +4.550.889 $ | +69,4 % | 6.555.517 $ | -2.396.823 $ | -26,8 % | 8.952.340 $ | -608.865 $ | -6,4 % |
| Legacy Wealth Managment, LLC/ID | 15.300.878 $ | +5.110.965 $ | +50,2 % | 10.189.913 $ | +4.963 $ | +0,0 % | 10.184.950 $ | +1.130.508 $ | +12,5 % | 9.054.442 $ | +4.481.923 $ | +98,0 % |
| Sound Income Strategies, LLC | 15.286.544 $ | +890.993 $ | +6,2 % | 14.395.551 $ | +339.258 $ | +2,4 % | 14.056.293 $ | +5.298.371 $ | +60,5 % | 8.757.922 $ | +13.366 $ | +0,2 % |
| JBR Co Financial Management Inc | 15.278.241 $ | +3.427.395 $ | +28,9 % | 11.850.846 $ | +0 $ | +0,0 % | 11.850.846 $ | +30.183 $ | +0,3 % | 11.820.663 $ | +1.844.390 $ | +18,5 % |
| HRT FINANCIAL LP | 11.658.000 $ | -2.302.000 $ | -16,5 % | 13.960.000 $ | +6.493.000 $ | +87,0 % | 7.467.000 $ | -7.795.000 $ | -51,1 % | 15.262.000 $ | -4.204.000 $ | -21,6 % |
| Taylor Securities Services, Inc. | 15.253.556 $ | +2.690.144 $ | +21,4 % | 12.563.412 $ | -1.014.428 $ | -7,5 % | 13.577.840 $ | |||||
| Gilbert Capital Group, Inc. | 15.232.511 $ | +14.868.477 $ | +4.084,4 % | 364.034 $ | +1.298 $ | +0,4 % | 362.736 $ | -5.565.063 $ | -93,9 % | 5.927.799 $ | +5.599.390 $ | +1.705,0 % |
| Next Capital Management LLC | 15.193.303 $ | +1.952.848 $ | +14,7 % | 13.240.455 $ | +415.590 $ | +3,2 % | 12.824.865 $ | +2.993.437 $ | +30,4 % | 9.831.428 $ | +2.109.622 $ | +27,3 % |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 15.188.367 $ | +2.274.755 $ | +17,6 % | 12.913.612 $ | +608.446 $ | +4,9 % | 12.305.166 $ | +2.468.735 $ | +25,1 % | 9.836.431 $ | +1.076.469 $ | +12,3 % |
| Trivium Point Advisory, LLC | 15.187.077 $ | +10.628.208 $ | +233,1 % | 4.558.869 $ | -9.047.921 $ | -66,5 % | 13.606.790 $ | +1.009.028 $ | +8,0 % | 12.597.762 $ | -3.246.634 $ | -20,5 % |
| May Hill Capital, LLC | 15.173.123 $ | +1.058.861 $ | +7,5 % | 14.114.262 $ | +917.730 $ | +7,0 % | 13.196.532 $ | +2.372.107 $ | +21,9 % | 10.824.425 $ | +996.065 $ | +10,1 % |
| CATHY PARETO & ASSOCIATES, INC | 14.280.226 $ | +360.218 $ | +2,6 % | 13.920.008 $ | -146.264 $ | -1,0 % | 14.066.272 $ | -1.105.587 $ | -7,3 % | 15.171.859 $ | -399.886 $ | -2,6 % |
| Flagship Private Wealth, LLC | 15.160.943 $ | +3.755.768 $ | +32,9 % | 11.405.175 $ | +125.255 $ | +1,1 % | 11.279.920 $ | +456.361 $ | +4,2 % | 10.823.559 $ | +1.963.216 $ | +22,2 % |
| M Holdings Securities, Inc. | 14.036.000 $ | -1.102.000 $ | -7,3 % | 15.138.000 $ | +1.221.000 $ | +8,8 % | 13.917.000 $ | +12.023.000 $ | +634,8 % | 1.894.000 $ | -15.606.000 $ | -89,2 % |
| Kilter Group LLC | 13.271.617 $ | -1.857.606 $ | -12,3 % | 15.129.223 $ | +760.647 $ | +5,3 % | 14.368.576 $ | +1.682.369 $ | +13,3 % | 12.686.207 $ | +1.071.276 $ | +9,2 % |
| Perennial Advisors, LLC | 14.895.917 $ | -225.123 $ | -1,5 % | 15.121.040 $ | +976.297 $ | +6,9 % | 14.144.743 $ | +863.212 $ | +6,5 % | 13.281.531 $ | +481.857 $ | +3,8 % |
| Cardinal Strategic Wealth Guidance | 15.114.035 $ | +401.491 $ | +2,7 % | 14.712.544 $ | +269.777 $ | +1,9 % | 14.442.767 $ | +3.013.001 $ | +26,4 % | 11.429.766 $ | +556.436 $ | +5,1 % |
| HFG Advisors, Inc. | 15.105.924 $ | +2.356.199 $ | +18,5 % | 12.749.725 $ | +1.226.099 $ | +10,6 % | 11.523.626 $ | +426.100 $ | +3,8 % | 11.097.526 $ | +853.471 $ | +8,3 % |
| Holistic Financial Partners | 9.384.337 $ | -5.717.584 $ | -37,9 % | 15.101.921 $ | +1.147.820 $ | +8,2 % | 13.954.101 $ | +2.362.830 $ | +20,4 % | 11.591.271 $ | +627.373 $ | +5,7 % |
| TOUNJIAN ADVISORY PARTNERS, LLC | 15.068.775 $ | +12.146.091 $ | +415,6 % | |||||||||
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 15.058.061 $ | +834.676 $ | +5,9 % | 14.223.385 $ | +923.799 $ | +6,9 % | 13.299.586 $ | +445.393 $ | +3,5 % | 12.854.193 $ | +708.438 $ | +5,8 % |
| FOURPATH CAPITAL MANAGEMENT, LLC | 15.051.149 $ | +7.738.767 $ | +105,8 % | 7.312.382 $ | -4.698.431 $ | -39,1 % | 12.010.813 $ | +10.827.552 $ | +915,1 % | 1.183.261 $ | +181.402 $ | +18,1 % |
| Chicago Wealth Management, Inc. | 15.048.332 $ | +1.495.735 $ | +11,0 % | 13.552.597 $ | +935.468 $ | +7,4 % | 12.617.129 $ | +788.598 $ | +6,7 % | 11.828.531 $ | +351.652 $ | +3,1 % |
| Tyche Wealth Partners LLC | 15.021.072 $ | +1.574.413 $ | +11,7 % | 13.446.659 $ | +593.342 $ | +4,6 % | 12.853.317 $ | +3.008.207 $ | +30,6 % | 9.845.110 $ | +3.706.171 $ | +60,4 % |
| FLYWHEEL PRIVATE WEALTH LLC | 15.018.794 $ | +2.798.467 $ | +22,9 % | 12.220.327 $ | +648.752 $ | +5,6 % | 11.571.575 $ | +1.870.895 $ | +19,3 % | 9.700.680 $ | +1.250.415 $ | +14,8 % |
| Point72 Asset Management, L.P. | 15.007.066 $ | +14.625.892 $ | +3.837,1 % | 381.174 $ | -597.250 $ | -61,0 % | 978.424 $ | |||||
| Hoese & Co LLP | 14.982.181 $ | +2.672.835 $ | +21,7 % | 12.309.346 $ | -2.266.114 $ | -15,5 % | 14.575.460 $ | +459.685 $ | +3,3 % | 14.115.775 $ | +323.754 $ | +2,3 % |
| Weitzel Financial Services, Inc. | 14.911.151 $ | +2.091.071 $ | +16,3 % | 12.820.080 $ | -12.971 $ | -0,1 % | 12.833.051 $ | +923.959 $ | +7,8 % | 11.909.092 $ | +87.126 $ | +0,7 % |
| Benchmark Financial Wealth Advisors, LLC | 11.503.161 $ | -1.682.409 $ | -12,8 % | 13.185.570 $ | -809.523 $ | -5,8 % | 13.995.093 $ | -826.806 $ | -5,6 % | 14.821.899 $ | +533.476 $ | +3,7 % |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 14.796.726 $ | +1.834.975 $ | +14,2 % | 12.961.751 $ | +830.724 $ | +6,8 % | 12.131.027 $ | |||||
| Lifeworks Advisors, LLC | 3.603.283 $ | +348.608 $ | +10,7 % | 3.254.675 $ | -10.774.957 $ | -76,8 % | 14.029.632 $ | -754.500 $ | -5,1 % | 14.784.132 $ | +1.147.670 $ | +8,4 % |
| Twelve Points Wealth Management LLC | 14.755.995 $ | +1.863.244 $ | +14,5 % | 12.892.751 $ | +1.412.696 $ | +12,3 % | 11.480.055 $ | +1.365.696 $ | +13,5 % | 10.114.359 $ | +795.005 $ | +8,5 % |
| Formidable Asset Management, LLC | 10.938.817 $ | -2.551.384 $ | -18,9 % | 13.490.201 $ | -1.263.431 $ | -8,6 % | 14.753.632 $ | +679.473 $ | +4,8 % | 14.074.159 $ | +2.069.700 $ | +17,2 % |
| Cherry Creek Investment Advisors, Inc. | 14.747.761 $ | +340.701 $ | +2,4 % | 14.407.060 $ | +2.493.068 $ | +20,9 % | 11.913.992 $ | -131.489 $ | -1,1 % | 12.045.481 $ | +940.417 $ | +8,5 % |
| Paradigm Capital Management, LLC/NV | 14.739.000 $ | +1.294.000 $ | +9,6 % | 13.445.000 $ | +1.051.000 $ | +8,5 % | 12.394.000 $ | +311.000 $ | +2,6 % | 12.083.000 $ | +1.428.000 $ | +13,4 % |
| OPTIMA CAPITAL LLC | 12.254.075 $ | +1.466.212 $ | +13,6 % | 10.787.863 $ | +1.450.499 $ | +15,5 % | 9.337.364 $ | -5.384.418 $ | -36,6 % | 14.721.782 $ | +1.723.699 $ | +13,3 % |
| ORG Partners LLC | 14.694.335 $ | +2.651.807 $ | +22,0 % | 12.042.528 $ | -226.201 $ | -1,8 % | ||||||
| Intrepid Financial Planning Group LLC | 14.486.179 $ | +557.111 $ | +4,0 % | 13.929.068 $ | -687.179 $ | -4,7 % | 14.616.247 $ | -41.738 $ | -0,3 % | 14.657.985 $ | -207.461 $ | -1,4 % |
| AVALON CAPITAL MANAGEMENT | 14.653.982 $ | +2.606.064 $ | +21,6 % | 12.047.918 $ | +4.511.279 $ | +59,9 % | 7.536.639 $ | +1.022.359 $ | +15,7 % | 6.514.280 $ | -1.947.343 $ | -23,0 % |
| American Financial Advisors, LLC | 14.630.893 $ | +151.989 $ | +1,0 % | 14.478.904 $ | +1.059.105 $ | +7,9 % | 13.419.799 $ | +962.378 $ | +7,7 % | 12.457.421 $ | +2.102.338 $ | +20,3 % |
| Storen Legacy Partners, LLC | 14.586.380 $ | +1.254.332 $ | +9,4 % | 13.332.048 $ | -232.031 $ | -1,7 % | 13.564.079 $ | |||||
| Kendall Capital Management | 14.567.688 $ | +2.883.205 $ | +24,7 % | 11.684.483 $ | +587.162 $ | +5,3 % | 11.097.321 $ | +1.201.217 $ | +12,1 % | 9.896.104 $ | +70.975 $ | +0,7 % |
| Trueblood Wealth Management, LLC | 14.564.957 $ | +1.742.838 $ | +13,6 % | 12.822.119 $ | +875.180 $ | +7,3 % | 11.946.939 $ | +91.956 $ | +0,8 % | 11.854.983 $ | +970.360 $ | +8,9 % |
| IFC & Insurance Marketing, Inc. | 14.563.777 $ | +3.893.777 $ | +36,5 % | 10.670.000 $ | +2.706.000 $ | +34,0 % | 7.964.000 $ | |||||
| Yeomans Consulting Group, Inc. | 1.641.378 $ | -12.920.600 $ | -88,7 % | 14.561.978 $ | +2.481.333 $ | +20,5 % | ||||||
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 9.153.082 $ | +1.261.761 $ | +16,0 % | 7.891.321 $ | -6.641.564 $ | -45,7 % | 14.532.885 $ | +8.301.244 $ | +133,2 % | 6.231.641 $ | +4.137.898 $ | +197,6 % |
| Anchor Investment Management, LLC | 14.530.911 $ | +47.383 $ | +0,3 % | 14.483.528 $ | +698.341 $ | +5,1 % | 13.785.187 $ | +835.528 $ | +6,5 % | |||
| Elyxium Wealth, LLC | 14.519.444 $ | +10.787.039 $ | +289,0 % | 3.732.405 $ | +433.418 $ | +13,1 % | 3.298.987 $ | +249.872 $ | +8,2 % | 3.049.115 $ | -60.112 $ | -1,9 % |
| Strategies Wealth Advisors, LLC | 14.430.702 $ | +2.134.885 $ | +17,4 % | 12.295.817 $ | -866.652 $ | -6,6 % | 13.162.469 $ | -1.354.717 $ | -9,3 % | 14.517.186 $ | -976.646 $ | -6,3 % |
| Sterling Investment Advisors, Ltd. | 14.514.747 $ | +752.465 $ | +5,5 % | 13.762.282 $ | +1.860.899 $ | +15,6 % | 11.901.383 $ | +514.198 $ | +4,5 % | 11.387.185 $ | +150.734 $ | +1,3 % |
| Helium Advisors LLC | 13.432.541 $ | +901.073 $ | +7,2 % | 12.531.468 $ | +532.261 $ | +4,4 % | 11.999.207 $ | -2.439.083 $ | -16,9 % | 14.438.290 $ | -6.974.299 $ | -32,6 % |
| Sage Advisory Services, Ltd.Co. | 14.436.000 $ | +4.405.000 $ | +43,9 % | 10.031.000 $ | +1.629.000 $ | +19,4 % | 8.402.000 $ | -268.000 $ | -3,1 % | 8.670.000 $ | +604.000 $ | +7,5 % |
| CERTIOR FINANCIAL GROUP, LLC | 13.285.827 $ | +2.944.234 $ | +28,5 % | 10.341.593 $ | -4.092.644 $ | -28,4 % | 14.434.237 $ | +1.172.548 $ | +8,8 % | 13.261.689 $ | +1.506.137 $ | +12,8 % |
| ProVise Management Group, LLC | 14.426.005 $ | +1.669.067 $ | +13,1 % | 12.756.938 $ | -72.898 $ | -0,6 % | 12.829.836 $ | -201.282 $ | -1,5 % | 13.031.118 $ | +850.535 $ | +7,0 % |
| Oak Harvest Investment Services | 14.400.315 $ | +411.327 $ | +2,9 % | 13.988.988 $ | +419.910 $ | +3,1 % | 13.569.078 $ | +730.350 $ | +5,7 % | 12.838.728 $ | +410.508 $ | +3,3 % |
| Signature Wealth Management Partners, LLC | 14.060.502 $ | +314 $ | +0,0 % | 14.060.188 $ | -323.997 $ | -2,3 % | 14.384.185 $ | +232.455 $ | +1,6 % | 14.151.730 $ | +642.854 $ | +4,8 % |
| Kingdom Financial Group LLC. | 14.383.245 $ | +2.669.748 $ | +22,8 % | 11.713.497 $ | +945.135 $ | +8,8 % | 10.768.362 $ | +6.964.467 $ | +183,1 % | 3.803.895 $ | +1.291.152 $ | +51,4 % |
| Evolution Wealth Advisors, LLC | 14.376.789 $ | +3.354.863 $ | +30,4 % | 11.021.926 $ | +403.749 $ | +3,8 % | 10.618.177 $ | +917.001 $ | +9,5 % | 9.701.176 $ | +330.960 $ | +3,5 % |
| Sovereign Investment Advisors, LLC | 14.374.210 $ | +479.384 $ | +3,5 % | 13.894.826 $ | +890.791 $ | +6,9 % | 13.004.035 $ | +7.831.669 $ | +151,4 % | 5.172.366 $ | +462.155 $ | +9,8 % |
| Affiance Financial, LLC | 14.304.771 $ | +1.842.039 $ | +14,8 % | 12.462.732 $ | +1.721.074 $ | +16,0 % | 10.741.658 $ | +759.589 $ | +7,6 % | 9.982.069 $ | +1.271.159 $ | +14,6 % |
| SEARCY FINANCIAL SERVICES INC /ADV | 14.303.466 $ | +747.972 $ | +5,5 % | 13.555.494 $ | +745.617 $ | +5,8 % | ||||||
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 14.303.304 $ | +1.948.625 $ | +15,8 % | 12.354.679 $ | +144.705 $ | +1,2 % | 12.209.974 $ | +568.179 $ | +4,9 % | 11.641.795 $ | +917.535 $ | +8,6 % |
| Lighthouse Financial LLC | 10.835.264 $ | -3.464.555 $ | -24,2 % | 14.299.819 $ | +313.046 $ | +2,2 % | 13.986.773 $ | +1.297.422 $ | +10,2 % | |||
| QRG CAPITAL MANAGEMENT, INC. | 14.280.545 $ | +9.010.886 $ | +171,0 % | 5.269.659 $ | +1.581.333 $ | +42,9 % | 3.688.326 $ | +423.850 $ | +13,0 % | 3.264.476 $ | +2.083.008 $ | +176,3 % |
| Enclave Advisors LLC | 8.925.591 $ | +943.971 $ | +11,8 % | 7.981.620 $ | -1.728.869 $ | -17,8 % | 9.710.489 $ | -4.531.895 $ | -31,8 % | 14.242.384 $ | +2.414.345 $ | +20,4 % |
| Houlihan Financial Resource Group, Ltd. | 14.235.126 $ | +475.279 $ | +3,5 % | 13.759.847 $ | +455.093 $ | +3,4 % | 13.304.754 $ | +8.588.943 $ | +182,1 % | 4.715.811 $ | -6.035.189 $ | -56,1 % |
| ORBA Wealth Advisors, L.L.C. | 11.090.085 $ | +1.317.731 $ | +13,5 % | 9.772.354 $ | -3.025.014 $ | -23,6 % | 12.797.368 $ | -1.433.564 $ | -10,1 % | 14.230.932 $ | +271.279 $ | +1,9 % |
| Vawter Financial, Ltd. | 14.215.795 $ | +745.463 $ | +5,5 % | 13.470.332 $ | -96.472 $ | -0,7 % | 13.566.804 $ | -487.765 $ | -3,5 % | 14.054.569 $ | +13.612.185 $ | +3.077,0 % |
| Atlantic Edge Private Wealth Management, LLC | 14.209.516 $ | +1.358.365 $ | +10,6 % | 12.851.151 $ | +1.129.442 $ | +9,6 % | 11.721.709 $ | +3.305.111 $ | +39,3 % | 8.416.598 $ | +417.867 $ | +5,2 % |
| Prosperity Financial Group, Inc. | 13.041.750 $ | +2.443.886 $ | +23,1 % | 10.597.864 $ | +922.734 $ | +9,5 % | 9.675.130 $ | -4.531.714 $ | -31,9 % | 14.206.844 $ | +2.555.959 $ | +21,9 % |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14.200.495 $ | +1.653.106 $ | +13,2 % | 12.547.389 $ | +65.053 $ | +0,5 % | 12.482.336 $ | +797.753 $ | +6,8 % | 11.684.583 $ | +908.059 $ | +8,4 % |
| Forvis Mazars Wealth Advisors, LLC | 14.177.546 $ | +2.301.501 $ | +19,4 % | 11.876.045 $ | +618.983 $ | +5,5 % | 11.257.062 $ | -316.012 $ | -2,7 % | 11.573.074 $ | +2.259.569 $ | +24,3 % |
| Boothe Investment Group, Inc. | 13.988.722 $ | -150.360 $ | -1,1 % | 14.139.082 $ | +538.629 $ | +4,0 % | 13.600.453 $ | +465.224 $ | +3,5 % | 13.135.229 $ | +1.381.688 $ | +11,8 % |
| Crestmont Private Wealth LLC | 14.096.718 $ | +1.261.279 $ | +9,8 % | 12.835.439 $ | +659.960 $ | +5,4 % | 12.175.479 $ | +255.717 $ | +2,1 % | 11.919.762 $ | +305.844 $ | +2,6 % |
| MSH Capital Advisors LLC | 14.071.556 $ | +4.552.267 $ | +47,8 % | 9.519.289 $ | -297.809 $ | -3,0 % | 9.817.098 $ | +2.271.541 $ | +30,1 % | 7.545.557 $ | +310.009 $ | +4,3 % |
| Checchi Capital Advisers, LLC | 14.039.226 $ | +138.469 $ | +1,0 % | 13.900.757 $ | +832.987 $ | +6,4 % | 13.067.770 $ | +2.298.090 $ | +21,3 % | 10.769.680 $ | +1.518.036 $ | +16,4 % |
| Massachusetts Wealth Management | 14.035.451 $ | +1.267.307 $ | +9,9 % | 12.768.144 $ | +1.832.863 $ | +16,8 % | 10.935.281 $ | +7.368.962 $ | +206,6 % | 3.566.319 $ | ||
| ELEMENT POINTE ADVISORS, LLC | 240.181 $ | -222.510 $ | -48,1 % | 462.691 $ | +5.919 $ | +1,3 % | 456.772 $ | -13.571.899 $ | -96,7 % | 14.028.671 $ | +424.157 $ | +3,1 % |
| TPG Financial Advisors, LLC | 12.429.173 $ | -1.013.746 $ | -7,5 % | 13.442.919 $ | -544.985 $ | -3,9 % | 13.987.904 $ | +2.176.384 $ | +18,4 % | 11.811.520 $ | +1.161.214 $ | +10,9 % |
| Lansing Street Advisors | 13.970.683 $ | +2.772.062 $ | +24,8 % | 11.198.621 $ | +2.396.029 $ | +27,2 % | 8.802.592 $ | +1.684.507 $ | +23,7 % | 7.118.085 $ | +2.383.840 $ | +50,4 % |
| Peak Financial Management, Inc. | 13.952.472 $ | +1.432.134 $ | +11,4 % | 12.520.338 $ | +77.680 $ | +0,6 % | 12.442.658 $ | +37.937 $ | +0,3 % | 12.404.721 $ | +1.306.585 $ | +11,8 % |
| LEGACY SOLUTIONS, LLC | 13.937.494 $ | +2.268.786 $ | +19,4 % | 11.668.708 $ | -387.977 $ | -3,2 % | 12.056.685 $ | -62.499 $ | -0,5 % | 12.119.184 $ | +949.840 $ | +8,5 % |
| ELEVATUS WELATH MANAGEMENT | 13.928.803 $ | +9.517.872 $ | +215,8 % | 4.410.931 $ | -433.375 $ | -8,9 % | 4.844.306 $ | -8.505.100 $ | -63,7 % | 13.349.406 $ | +697.701 $ | +5,5 % |
| Fourth Dimension Wealth, LLC | 13.901.217 $ | +11.186.396 $ | +412,0 % | 2.714.821 $ | +134.344 $ | +5,2 % | 2.580.477 $ | +674.251 $ | +35,4 % | 1.906.226 $ | -740.803 $ | -28,0 % |
| Wisconsin Wealth Advisors, LLC | 13.888.477 $ | +1.745.170 $ | +14,4 % | 12.143.307 $ | +229.662 $ | +1,9 % | 11.913.645 $ | -222.907 $ | -1,8 % | 12.136.552 $ | +1.583.504 $ | +15,0 % |
| Blackhawk Capital Partners, LLC | 13.879.285 $ | +7.589.251 $ | +120,7 % | 6.290.034 $ | -2.882.182 $ | -31,4 % | 9.172.216 $ | +2.125.754 $ | +30,2 % | 7.046.462 $ | +656.993 $ | +10,3 % |
| BEACON ADVISORS HOLDINGS, LLC | 13.869.921 $ | +942.286 $ | +7,3 % | 12.927.635 $ | +488.791 $ | +3,9 % | 12.438.844 $ | |||||
| Inspire Advisors, LLC | 13.845.390 $ | +2.977.116 $ | +27,4 % | 10.868.274 $ | +3.307.355 $ | +43,7 % | 7.560.919 $ | +941.658 $ | +14,2 % | 6.619.261 $ | -88.473 $ | -1,3 % |
| Nikulski Financial, Inc. | 8.594.996 $ | +468.808 $ | +5,8 % | 8.126.188 $ | -2.381.156 $ | -22,7 % | 10.507.344 $ | -3.333.913 $ | -24,1 % | 13.841.257 $ | +25.615 $ | +0,2 % |
| LOOMIS SAYLES & CO L P | 6.971.991 $ | +5.719.587 $ | +456,7 % | 1.252.404 $ | -12.542.552 $ | -90,9 % | 13.794.956 $ | |||||
| Sonoma Allocations LLC | 1.093.956 $ | -12.033.265 $ | -91,7 % | 13.127.221 $ | -622.984 $ | -4,5 % | 13.750.205 $ | +2.130.614 $ | +18,3 % | 11.619.591 $ | ||
| Wellington Grp LLC | 13.747.317 $ | +0 $ | +0,0 % | 13.747.317 $ | +1.515.654 $ | +12,4 % | 12.231.663 $ | |||||
| Copley Financial Group, Inc. | 13.732.109 $ | +285.296 $ | +2,1 % | 13.446.813 $ | +1.029.763 $ | +8,3 % | 12.417.050 $ | +1.567.051 $ | +14,4 % | 10.849.999 $ | +696.340 $ | +6,9 % |
| Destiny Wealth Partners, LLC | 6.224.442 $ | -241.856 $ | -3,7 % | 6.466.298 $ | +43.835 $ | +0,7 % | 6.422.463 $ | -7.280.038 $ | -53,1 % | 13.702.501 $ | +629.377 $ | +4,8 % |
| Security National Bank | 13.701.342 $ | +889.883 $ | +6,9 % | 12.811.459 $ | +628.970 $ | +5,2 % | 12.182.489 $ | +339.744 $ | +2,9 % | 11.842.745 $ | -6.006.278 $ | -33,7 % |
| WRAPMANAGER INC | 12.882.191 $ | +1.151.126 $ | +9,8 % | 11.731.065 $ | -670.964 $ | -5,4 % | 12.402.029 $ | -1.282.266 $ | -9,4 % | 13.684.295 $ | -1.219.656 $ | -8,2 % |
| Philip James Wealth Mangement, LLC | 5.800.429 $ | -1.082.013 $ | -15,7 % | 6.882.442 $ | -5.842.473 $ | -45,9 % | 12.724.915 $ | -922.337 $ | -6,8 % | 13.647.252 $ | -1.256.222 $ | -8,4 % |
| Archer Investment Corp | 13.629.872 $ | +7.013.424 $ | +106,0 % | 6.616.448 $ | -1.789.169 $ | -21,3 % | 8.405.617 $ | -3.071.241 $ | -26,8 % | 11.476.858 $ | +250.242 $ | +2,2 % |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 13.628.977 $ | +1.637.239 $ | +13,7 % | 11.991.738 $ | +1.453.862 $ | +13,8 % | 10.537.876 $ | +1.391.205 $ | +15,2 % | 9.146.671 $ | +1.275.411 $ | +16,2 % |
| Hilton Head Capital Partners, LLC | 13.617.830 $ | +1.111.306 $ | +8,9 % | 12.506.524 $ | +536.758 $ | +4,5 % | 11.969.766 $ | |||||
| CRA Financial Services, LLC | 13.614.815 $ | +1.594.377 $ | +13,3 % | 12.020.438 $ | +648.725 $ | +5,7 % | 11.371.713 $ | -746.129 $ | -6,2 % | 12.117.842 $ | -509.471 $ | -4,0 % |
| Private Advisory Group LLC | 5.470.359 $ | -319.526 $ | -5,5 % | 5.789.885 $ | +42.458 $ | +0,7 % | 5.747.427 $ | -7.803.725 $ | -57,6 % | 13.551.152 $ | -354.175 $ | -2,5 % |
| Glass Jacobson Investment Advisors llc | 13.519.193 $ | +423.868 $ | +3,2 % | 13.095.325 $ | +623.148 $ | +5,0 % | 12.472.177 $ | +112.283 $ | +0,9 % | 12.359.894 $ | +953.684 $ | +8,4 % |
| RIA Advisory Group LLC | 13.487.926 $ | +12.828.723 $ | +1.946,1 % | 659.203 $ | -8.427 $ | -1,3 % | 667.630 $ | -195.726 $ | -22,7 % | 863.356 $ | +280.732 $ | +48,2 % |
| Panoramic Capital Partners, LLC | 13.435.873 $ | |||||||||||
| HANCOCK WHITNEY CORP | 13.434.821 $ | +985.319 $ | +7,9 % | 12.449.502 $ | +3.492.053 $ | +39,0 % | 8.957.449 $ | -260.086 $ | -2,8 % | 9.217.535 $ | +974.520 $ | +11,8 % |
| Syverson Strege & Co | 13.433.229 $ | +1.504.325 $ | +12,6 % | 11.928.904 $ | +428.938 $ | +3,7 % | 11.499.966 $ | +297.990 $ | +2,7 % | 11.201.976 $ | +332.389 $ | +3,1 % |
| Lodestone Wealth Management LLC | 13.400.777 $ | +650.388 $ | +5,1 % | 12.750.389 $ | +350.703 $ | +2,8 % | 12.399.686 $ | +490.942 $ | +4,1 % | 11.908.744 $ | +709.511 $ | +6,3 % |
| AllGen Financial Advisors, Inc. | 13.397.313 $ | +1.793.538 $ | +15,5 % | 11.603.775 $ | ||||||||
| PKO Investment Management Joint-Stock Co | 13.389.843 $ | +3.168.469 $ | +31,0 % | 10.221.374 $ | +3.398.881 $ | +49,8 % | 6.822.493 $ | +2.009.477 $ | +41,8 % | 4.813.016 $ | +69.866 $ | +1,5 % |
| Financial Advisors Network, Inc. | 13.380.538 $ | +2.683.258 $ | +25,1 % | 10.697.280 $ | +596.600 $ | +5,9 % | 10.100.680 $ | +742.733 $ | +7,9 % | 9.357.947 $ | +1.381.332 $ | +17,3 % |
| Opal Wealth Advisors, LLC | 13.347.770 $ | +52.758 $ | +0,4 % | 13.295.012 $ | +761.703 $ | +6,1 % | 12.533.309 $ | +348.219 $ | +2,9 % | 12.185.090 $ | +418.841 $ | +3,6 % |
| Capital Developers, LLC | 13.200.533 $ | -117.377 $ | -0,9 % | 13.317.910 $ | ||||||||
| Anson Capital, Inc. | 12.766.023 $ | -532.147 $ | -4,0 % | 13.298.170 $ | +1.564.448 $ | +13,3 % | 11.733.722 $ | -509.887 $ | -4,2 % | 12.243.609 $ | +959.216 $ | +8,5 % |
| Moss Adams Wealth Advisors LLC | 13.291.495 $ | +2.230.318 $ | +20,2 % | 11.061.177 $ | +130.453 $ | +1,2 % | 10.930.724 $ | +187.240 $ | +1,7 % | 10.743.484 $ | +730.562 $ | +7,3 % |
| LARCH CAPITAL PARTNERS LLC | 13.290.761 $ | +7.283.607 $ | +121,2 % | 6.007.154 $ | +356.515 $ | +6,3 % | 5.650.639 $ | |||||
| COTTONWOOD CAPITAL ADVISORS, LLC | 13.212.483 $ | +1.203.184 $ | +10,0 % | 12.009.299 $ | -118.396 $ | -1,0 % | 12.127.695 $ | +204.265 $ | +1,7 % | 11.923.430 $ | +440.300 $ | +3,8 % |
| Wills Financial Group LLC | 13.079.055 $ | -132.717 $ | -1,0 % | 13.211.772 $ | +213.133 $ | +1,6 % | 12.998.639 $ | +4.219.867 $ | +48,1 % | 8.778.772 $ | +7.497.752 $ | +585,3 % |
| West Family Investments, Inc. | 13.207.761 $ | |||||||||||
| Sterneck Capital Management, LLC | 13.180.232 $ | +971.753 $ | +8,0 % | 12.208.479 $ | -119.787 $ | -1,0 % | 12.328.266 $ | -171.016 $ | -1,4 % | 12.499.282 $ | -218.459 $ | -1,7 % |
| eCIO, Inc. | 13.164.944 $ | +2.184.529 $ | +19,9 % | 10.980.415 $ | +6.034.351 $ | +122,0 % | 4.946.064 $ | +1.671.754 $ | +51,1 % | |||
| Amplius Wealth Advisors, LLC | 11.738.946 $ | -430.447 $ | -3,5 % | 12.169.393 $ | -539.607 $ | -4,2 % | 12.709.000 $ | -454.448 $ | -3,5 % | 13.163.448 $ | -30.672.707 $ | -70,0 % |
| CAHILL FINANCIAL ADVISORS INC | 13.163.397 $ | +348.814 $ | +2,7 % | 12.814.583 $ | +1.514.438 $ | +13,4 % | 11.300.145 $ | +435.603 $ | +4,0 % | 10.864.542 $ | +48.608 $ | +0,4 % |
| McCollum Christoferson Group LLC | 13.161.370 $ | +1.163.886 $ | +9,7 % | 11.997.484 $ | +4.345.842 $ | +56,8 % | 7.651.642 $ | +855.022 $ | +12,6 % | 6.796.620 $ | ||
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 13.159.103 $ | +1.465.083 $ | +12,5 % | 11.694.020 $ | +2.187.546 $ | +23,0 % | 9.506.474 $ | +446.182 $ | +4,9 % | 9.060.292 $ | +623.826 $ | +7,4 % |
| Acorn Wealth Advisors, LLC | 10.977.228 $ | -680.105 $ | -5,8 % | 11.657.333 $ | -694.471 $ | -5,6 % | 12.351.804 $ | -786.399 $ | -6,0 % | 13.138.203 $ | +441.225 $ | +3,5 % |
| Patten Group, Inc. | 11.839.642 $ | -1.269.385 $ | -9,7 % | 13.109.027 $ | +111.225 $ | +0,9 % | 12.997.802 $ | +2.066.617 $ | +18,9 % | 10.931.185 $ | -327.968 $ | -2,9 % |
| CVA Family Office, LLC | 12.334.481 $ | +296.645 $ | +2,5 % | 12.037.836 $ | -957.040 $ | -7,4 % | 12.994.876 $ | -83.681 $ | -0,6 % | 13.078.557 $ | -1.222.359 $ | -8,5 % |
| Argo Wealth Advisory, LLC | 13.070.942 $ | +327.346 $ | +2,6 % | 12.743.596 $ | +1.085.740 $ | +9,3 % | 11.657.856 $ | |||||
| Marathon Strategic Advisors, LLC | 13.060.091 $ | +1.359.698 $ | +11,6 % | 11.700.393 $ | +428.678 $ | +3,8 % | 11.271.715 $ | -145.352 $ | -1,3 % | 11.417.067 $ | +1.099.276 $ | +10,7 % |
| First National Advisers, LLC | 11.546.478 $ | -713.782 $ | -5,8 % | 12.260.260 $ | -315.487 $ | -2,5 % | 12.575.747 $ | -445.112 $ | -3,4 % | 13.020.859 $ | +532.845 $ | +4,3 % |
| Aft, Forsyth & Sober, LLC | 12.996.128 $ | +0 $ | +0,0 % | 12.996.128 $ | +365.856 $ | +2,9 % | 12.630.272 $ | |||||
| Nilsine Partners, LLC | 6.893.307 $ | +345.608 $ | +5,3 % | 6.547.699 $ | -4.901.848 $ | -42,8 % | 11.449.547 $ | -1.545.131 $ | -11,9 % | 12.994.678 $ | +1.078.427 $ | +9,1 % |
| Tower Wealth Partners, Inc. | 12.993.319 $ | +853.511 $ | +7,0 % | 12.139.808 $ | +5.635 $ | +0,0 % | 12.134.173 $ | +421.833 $ | +3,6 % | 11.712.340 $ | +527.103 $ | +4,7 % |
| Cedar Mountain Advisors, LLC | 12.990.264 $ | +1.649.500 $ | +14,5 % | 11.340.764 $ | +504.660 $ | +4,7 % | 10.836.104 $ | +261.760 $ | +2,5 % | 10.574.344 $ | -1.803.242 $ | -14,6 % |
| BEACON FINANCIAL PLANNING, INC | 12.968.148 $ | +331.571 $ | +2,6 % | 12.636.577 $ | +1.904.052 $ | +17,7 % | 10.732.525 $ | +38.307 $ | +0,4 % | 10.694.218 $ | +44.663 $ | +0,4 % |
| Texas Yale Capital Corp. | 12.967.814 $ | +1.553.387 $ | +13,6 % | 11.414.427 $ | +466.980 $ | +4,3 % | 10.947.447 $ | +435.255 $ | +4,1 % | 10.512.192 $ | +1.428.951 $ | +15,7 % |
| S Harris Financial Group, LLC | 12.931.217 $ | +1.716.536 $ | +15,3 % | 11.214.681 $ | +515.281 $ | +4,8 % | 10.699.400 $ | |||||
| BRADLEY FOSTER & SARGENT INC/CT | 11.249.173 $ | +6.476 $ | +0,1 % | 11.242.697 $ | -1.441.614 $ | -11,4 % | 12.684.311 $ | -196.078 $ | -1,5 % | 12.880.389 $ | +1.169.697 $ | +10,0 % |
| BASSO CAPITAL MANAGEMENT, L.P. | 12.880.020 $ | |||||||||||
| LITTLE HOUSE CAPITAL LLC | 1.324.804 $ | -317.068 $ | -19,3 % | 1.641.872 $ | -10.554.262 $ | -86,5 % | 12.196.134 $ | -680.731 $ | -5,3 % | 12.876.865 $ | +311.286 $ | +2,5 % |
| Navigation Group, LLC | 12.871.896 $ | +85.920 $ | +0,7 % | 12.785.976 $ | ||||||||
| Gibbs Wealth Management | 12.871.665 $ | +6.821.407 $ | +112,7 % | 6.050.258 $ | -115.109 $ | -1,9 % | 6.165.367 $ | -1.479.602 $ | -19,4 % | |||
| DAVIDSON INVESTMENT ADVISORS | 10.681.848 $ | -372.196 $ | -3,4 % | 11.054.044 $ | +789.176 $ | +7,7 % | 10.264.868 $ | -2.606.450 $ | -20,3 % | 12.871.318 $ | +2.948.181 $ | +29,7 % |
| Evelyn Partners Group Ltd | 12.864.889 $ | |||||||||||
| Wakefield Asset Management LLLP | 12.842.843 $ | +1.641.716 $ | +14,7 % | 11.201.127 $ | +409.250 $ | +3,8 % | 10.791.877 $ | +72.083 $ | +0,7 % | 10.719.794 $ | +1.408.647 $ | +15,1 % |
| Strategic Equity Management | 2.272.750 $ | +126.170 $ | +5,9 % | 2.146.580 $ | -10.684.742 $ | -83,3 % | 12.831.322 $ | +10.663.552 $ | +491,9 % | 2.167.770 $ | +91.126 $ | +4,4 % |
| Huntleigh Advisors, Inc. | 12.825.977 $ | +2.344.290 $ | +22,4 % | 10.481.687 $ | +461.384 $ | +4,6 % | 10.020.303 $ | -473.264 $ | -4,5 % | 10.493.567 $ | +1.381.040 $ | +15,2 % |
| BEAM WEALTH ADVISORS, INC. | 12.816.488 $ | +2.464.915 $ | +23,8 % | 10.351.573 $ | +4.258.968 $ | +69,9 % | 6.092.605 $ | +492.128 $ | +8,8 % | 5.600.477 $ | -6.728 $ | -0,1 % |
| PACIFIC FINANCIAL GROUP INC | 12.814.366 $ | +3.595.830 $ | +39,0 % | 9.218.536 $ | +744.329 $ | +8,8 % | 8.474.207 $ | +8.245.867 $ | +3.611,2 % | 228.340 $ | +14.658 $ | +6,9 % |
| Owl Creek Wealth Partners LLC | 12.791.778 $ | +2.089.967 $ | +19,5 % | 10.701.811 $ | ||||||||
| EPG Wealth Management LLC | 12.785.520 $ | +1.012.525 $ | +8,6 % | 11.772.995 $ | +471.046 $ | +4,2 % | 11.301.949 $ | +446.946 $ | +4,1 % | 10.855.003 $ | +911.016 $ | +9,2 % |
| Forza Wealth Management, LLC | 11.762.467 $ | -671.972 $ | -5,4 % | 12.434.439 $ | -346.036 $ | -2,7 % | 12.780.475 $ | +688.091 $ | +5,7 % | 12.092.384 $ | -183.186 $ | -1,5 % |
| BOYUM WEALTH ARCHITECTS LLC | 6.221.183 $ | -168.919 $ | -2,6 % | 6.390.102 $ | -5.059.781 $ | -44,2 % | 11.449.883 $ | -1.289.519 $ | -10,1 % | 12.739.402 $ | +2.772.609 $ | +27,8 % |
| Bay Harbor Wealth Management, LLC | 8.921.761 $ | -3.287.556 $ | -26,9 % | 12.209.317 $ | -520.268 $ | -4,1 % | 12.729.585 $ | +2.443.561 $ | +23,8 % | 10.286.024 $ | +1.760.744 $ | +20,7 % |
| Econ Financial Services Corp | 10.029.324 $ | -2.682.735 $ | -21,1 % | 12.712.059 $ | +3.696.001 $ | +41,0 % | 9.016.058 $ | +3.596.948 $ | +66,4 % | 5.419.110 $ | +789.457 $ | +17,1 % |
| Coign Capital Advisors LLC | 12.669.529 $ | +2.044.938 $ | +19,2 % | 10.624.591 $ | -494.361 $ | -4,4 % | 11.118.952 $ | +266.964 $ | +2,5 % | 10.851.988 $ | +331.175 $ | +3,1 % |
| LM Advisors LLC | 12.659.000 $ | +12.447.172 $ | +5.876,1 % | 211.828 $ | -4.699 $ | -2,2 % | 216.527 $ | -10.450.473 $ | -98,0 % | 10.667.000 $ | +2.881.000 $ | +37,0 % |
| Barnes Wealth Management Group, Inc | 12.591.658 $ | +40.550 $ | +0,3 % | 12.551.108 $ | +1.104.160 $ | +9,6 % | 11.446.948 $ | +2.114.584 $ | +22,7 % | 9.332.364 $ | +1.268.732 $ | +15,7 % |
| GEN Financial Management, INC. | 12.473.795 $ | -112.245 $ | -0,9 % | 12.586.040 $ | +334.616 $ | +2,7 % | 12.251.424 $ | +804.446 $ | +7,0 % | 11.446.978 $ | -917.733 $ | -7,4 % |
| Weaver Consulting Group | 12.562.515 $ | +2.696.380 $ | +27,3 % | 9.866.135 $ | -151.357 $ | -1,5 % | 10.017.492 $ | +562.770 $ | +6,0 % | 9.454.722 $ | +1.101.631 $ | +13,2 % |
| Investments & Financial Planning, LLC | 12.555.771 $ | +2.275.801 $ | +22,1 % | 10.279.970 $ | -1.057.210 $ | -9,3 % | 11.337.180 $ | -537.240 $ | -4,5 % | 11.874.420 $ | +969.892 $ | +8,9 % |
| Sheets Smith Investment Management | 12.538.768 $ | +7.981.626 $ | +175,1 % | |||||||||
| WMS Group LLC | 12.537.971 $ | +865.543 $ | +7,4 % | 11.672.428 $ | -492.286 $ | -4,0 % | 12.164.714 $ | |||||
| Rockingstone Advisors LLC | 12.517.820 $ | +2.235.349 $ | +21,7 % | 10.282.471 $ | +265.421 $ | +2,6 % | 10.017.050 $ | -634.851 $ | -6,0 % | 10.651.901 $ | +2.272.413 $ | +27,1 % |
| Benson Wealth Management INC | 12.497.967 $ | +4.874.109 $ | +63,9 % | 7.623.858 $ | +2.237.798 $ | +41,5 % | 5.386.060 $ | |||||
| CRUX WEALTH ADVISORS | 12.488.700 $ | +1.741.374 $ | +16,2 % | 10.747.326 $ | -13.472 $ | -0,1 % | 10.760.798 $ | +6.627.723 $ | +160,4 % | 4.133.075 $ | +100.439 $ | +2,5 % |
| OARSMAN CAPITAL, INC. | 8.258.397 $ | -520.117 $ | -5,9 % | 8.778.514 $ | +1.270.942 $ | +16,9 % | 7.507.572 $ | -4.955.125 $ | -39,8 % | 12.462.697 $ | -920.377 $ | -6,9 % |
| Legacy Capital Group California, Inc. | 12.236.843 $ | +10.046.891 $ | +458,8 % | 2.189.952 $ | -10.263.286 $ | -82,4 % | 12.453.238 $ | +1.098.545 $ | +9,7 % | 11.354.693 $ | -4.671.590 $ | -29,1 % |
| WealthBridge Capital Management, LLC | 12.437.380 $ | +2.547.363 $ | +25,8 % | 9.890.017 $ | -744.537 $ | -7,0 % | 10.634.554 $ | +861.838 $ | +8,8 % | 9.772.716 $ | +1.354.291 $ | +16,1 % |
| Sherman Wealth Management LLC | 12.434.892 $ | +852.523 $ | +7,4 % | 11.582.369 $ | +1.706.802 $ | +17,3 % | 9.875.567 $ | |||||
| F/m Investments LLC | 9.676.154 $ | -686.367 $ | -6,6 % | 10.362.521 $ | -2.069.090 $ | -16,6 % | 12.431.611 $ | +11.775 $ | +0,1 % | 12.419.836 $ | -781.713 $ | -5,9 % |
| THRYVE WEALTH MANAGEMENT LLC | 12.430.895 $ | +2.478.387 $ | +24,9 % | 9.952.508 $ | +738.462 $ | +8,0 % | 9.214.046 $ | |||||
| Beacon Bridge Wealth Partners, LLC | 11.555.094 $ | -865.954 $ | -7,0 % | 12.421.048 $ | +1.370.638 $ | +12,4 % | 11.050.410 $ | +8.425.651 $ | +321,0 % | 2.624.759 $ | +172.629 $ | +7,0 % |
| Turn8 Private Wealth Inc. | 11.718.685 $ | -693.315 $ | -5,6 % | 12.412.000 $ | +1.971.330 $ | +18,9 % | 10.440.670 $ | +30.181 $ | +0,3 % | 10.410.489 $ | +211.281 $ | +2,1 % |
| Autumn Glory Partners, LLC | 12.407.189 $ | +270.712 $ | +2,2 % | 12.136.477 $ | +7.063.026 $ | +139,2 % | 5.073.451 $ | +818.352 $ | +19,2 % | 4.255.099 $ | +1.578.517 $ | +59,0 % |
| Merkkuri Wealth Advisors LLC | 12.407.008 $ | +1.493.187 $ | +13,7 % | 10.913.821 $ | -977.332 $ | -8,2 % | 11.891.153 $ | +3.668.821 $ | +44,6 % | 8.222.332 $ | +231.204 $ | +2,9 % |
| Curbstone Financial Management Corp | 1.160.560 $ | -11.230.646 $ | -90,6 % | 12.391.206 $ | +722.454 $ | +6,2 % | 11.668.752 $ | +1.069.540 $ | +10,1 % | 10.599.212 $ | +370.301 $ | +3,6 % |
| Capital Advisors, Ltd. LLC | 12.359.000 $ | +1.854.000 $ | +17,6 % | 10.505.000 $ | +876.000 $ | +9,1 % | 9.629.000 $ | +1.215.000 $ | +14,4 % | 8.414.000 $ | +322.000 $ | +4,0 % |
| Keebeck Wealth Management | 10.596.808 $ | -1.396.034 $ | -11,6 % | 11.992.842 $ | -355.551 $ | -2,9 % | 12.348.393 $ | +3.812.408 $ | +44,7 % | 8.535.985 $ | +134.785 $ | +1,6 % |
| Shelter Ins Retirement Plan | 12.335.042 $ | +1.949.127 $ | +18,8 % | 10.385.915 $ | +376.723 $ | +3,8 % | 10.009.192 $ | +193.572 $ | +2,0 % | 9.815.620 $ | +877.033 $ | +9,8 % |
| EQ WEALTH ADVISORS, LLC | 12.325.513 $ | +2.040.580 $ | +19,8 % | 10.284.933 $ | -590.713 $ | -5,4 % | 10.875.646 $ | +399.001 $ | +3,8 % | 10.476.645 $ | +905.917 $ | +9,5 % |
| Ankerstar Wealth, LLC | 12.319.114 $ | +297.478 $ | +2,5 % | 12.021.636 $ | -197.487 $ | -1,6 % | 12.219.123 $ | |||||
| Summit Trail Advisors, LLC | 10.104.790 $ | -40.642 $ | -0,4 % | 10.145.432 $ | -2.172.897 $ | -17,6 % | 12.318.329 $ | +219.802 $ | +1,8 % | 12.098.527 $ | +4.195.357 $ | +53,1 % |
| Omega Financial Group, LLC | 12.310.775 $ | +1.881.586 $ | +18,0 % | 10.429.189 $ | +826.649 $ | +8,6 % | 9.602.540 $ | +168.506 $ | +1,8 % | 9.434.034 $ | +1.024.311 $ | +12,2 % |
| IFS Group,LLC | 9.885.189 $ | -2.421.197 $ | -19,7 % | 12.306.386 $ | +251.168 $ | +2,1 % | 12.055.218 $ | |||||
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 12.304.192 $ | +2.594.782 $ | +26,7 % | 9.709.410 $ | +1.001.479 $ | +11,5 % | 8.707.931 $ | +1.825.659 $ | +26,5 % | 6.882.272 $ | +4.032.196 $ | +141,5 % |
| IMA Advisory Services, Inc. | 12.288.713 $ | +5.951.558 $ | +93,9 % | 6.337.155 $ | +35.059 $ | +0,6 % | 6.302.096 $ | +133.863 $ | +2,2 % | 6.168.233 $ | +360.043 $ | +6,2 % |
| Financial Network Wealth Advisors LLC | 4.761.977 $ | -6.494.957 $ | -57,7 % | 11.256.934 $ | -1.022.384 $ | -8,3 % | 12.279.318 $ | +318.000 $ | +2,7 % | 11.961.318 $ | +468.365 $ | +4,1 % |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 12.259.000 $ | +2.067.240 $ | +20,3 % | 10.191.760 $ | ||||||||
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 12.222.225 $ | -17.031 $ | -0,1 % | 12.239.256 $ | +375.856 $ | +3,2 % | 11.863.400 $ | +688.508 $ | +6,2 % | 11.174.892 $ | +742.383 $ | +7,1 % |
| Well Done, LLC | 12.231.282 $ | +1.930.092 $ | +18,7 % | 10.301.190 $ | +374.763 $ | +3,8 % | 9.926.427 $ | -504.027 $ | -4,8 % | 10.430.454 $ | +1.215.854 $ | +13,2 % |
| Eagle Capital Management, LLC | 12.208.000 $ | +3.787.000 $ | +45,0 % | 8.421.000 $ | -419.000 $ | -4,7 % | 8.840.000 $ | +97.000 $ | +1,1 % | 8.743.000 $ | +4.680.000 $ | +115,2 % |
| GoalVest Advisory LLC | 12.197.067 $ | +3.355.732 $ | +38,0 % | 8.841.335 $ | +6.917.717 $ | +359,6 % | 1.923.618 $ | +1.884.124 $ | +4.770,7 % | 39.494 $ | +14.569 $ | +58,5 % |
| LAZARD ASSET MANAGEMENT LLC | 12.188.161 $ | +1.948.094 $ | +19,0 % | 10.240.067 $ | -1.006.915 $ | -9,0 % | 11.246.982 $ | +577.698 $ | +5,4 % | 10.669.284 $ | +386.284 $ | +3,8 % |
| MPWM ADVISORY SOLUTIONS, LLC | 12.187.732 $ | +1.319.935 $ | +12,1 % | 10.867.797 $ | +2.675.056 $ | +32,7 % | 8.192.741 $ | +3.465.270 $ | +73,3 % | 4.727.471 $ | +322.379 $ | +7,3 % |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 12.161.249 $ | +2.041.763 $ | +20,2 % | 10.119.486 $ | +355.631 $ | +3,6 % | 9.763.855 $ | +190.595 $ | +2,0 % | 9.573.260 $ | +922.671 $ | +10,7 % |
| Syntegra Private Wealth Group, LLC | 5.332.813 $ | -6.818.932 $ | -56,1 % | 12.151.745 $ | +318.746 $ | +2,7 % | 11.832.999 $ | +1.348.145 $ | +12,9 % | 10.484.854 $ | +2.516.945 $ | +31,6 % |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 11.647.057 $ | +4.230.164 $ | +57,0 % | 7.416.893 $ | -207.021 $ | -2,7 % | 7.623.914 $ | -4.523.978 $ | -37,2 % | 12.147.892 $ | +1.391.025 $ | +12,9 % |
| GAMCO INVESTORS, INC. ET AL | 565.423 $ | -11.567.005 $ | -95,3 % | 12.132.428 $ | +2.136.949 $ | +21,4 % | 9.995.479 $ | +4.876.568 $ | +95,3 % | 5.118.911 $ | +1.410.909 $ | +38,1 % |
| Herold Advisors, Inc. | 12.107.000 $ | +381.698 $ | +3,3 % | 11.725.302 $ | -341.906 $ | -2,8 % | 12.067.208 $ | +377.403 $ | +3,2 % | 11.689.805 $ | -1.023.765 $ | -8,1 % |
| SEEDS INVESTOR LLC | 12.084.909 $ | +5.045.515 $ | +71,7 % | 7.039.394 $ | +2.438.874 $ | +53,0 % | 4.600.520 $ | +897.255 $ | +24,2 % | 3.703.265 $ | +1.374.867 $ | +59,0 % |
| ALTERNA WEALTH MANAGEMENT, INC | 12.070.678 $ | +6.895.106 $ | +133,2 % | 5.175.572 $ | +1.399.304 $ | +37,1 % | 3.776.268 $ | +1.580.286 $ | +72,0 % | 2.195.982 $ | +343.036 $ | +18,5 % |
| Leicht Financial Planning & Wealth Management, Inc. | 12.040.043 $ | +1.355.018 $ | +12,7 % | 10.685.025 $ | -47.716 $ | -0,4 % | 10.732.741 $ | -447.129 $ | -4,0 % | 11.179.870 $ | +912.630 $ | +8,9 % |
| KRAEMATON INVESTMENT ADVISORS, INC | 11.981.737 $ | +658.910 $ | +5,8 % | 11.322.827 $ | -64.093 $ | -0,6 % | 11.386.920 $ | -580.001 $ | -4,8 % | 11.966.921 $ | +324.333 $ | +2,8 % |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 11.973.292 $ | +522.147 $ | +4,6 % | 11.451.145 $ | +118.523 $ | +1,0 % | 11.332.622 $ | |||||
| Clearview Wealth Advisors LLC | 11.957.461 $ | +309.621 $ | +2,7 % | 11.647.840 $ | +1.399.429 $ | +13,7 % | ||||||
| EHRLICH FINANCIAL GROUP | 9.118.397 $ | -516.432 $ | -5,4 % | 9.634.829 $ | -2.316.518 $ | -19,4 % | 11.951.347 $ | +1.904.877 $ | +19,0 % | 10.046.470 $ | +570.210 $ | +6,0 % |
| Adaptive Financial Consulting, LLC | 11.919.238 $ | +2.000.139 $ | +20,2 % | 9.919.099 $ | +830.195 $ | +9,1 % | 9.088.904 $ | +410.248 $ | +4,7 % | 8.678.656 $ | +638.036 $ | +7,9 % |
| Ocean Park Asset Management, LLC | 1.663.530 $ | -10.250.331 $ | -86,0 % | 11.913.861 $ | +3.687.977 $ | +44,8 % | 8.225.884 $ | -2.256.492 $ | -21,5 % | 10.482.376 $ | -32.583.168 $ | -75,7 % |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 11.910.000 $ | +1.559.000 $ | +15,1 % | 10.351.000 $ | +1.813.000 $ | +21,2 % | 8.538.000 $ | +564.000 $ | +7,1 % | 7.974.000 $ | -109.000 $ | -1,3 % |
| REDSTONE WEALTH MANAGEMENT, LLC | 11.909.978 $ | +1.164.113 $ | +10,8 % | 10.745.865 $ | +1.009.575 $ | +10,4 % | 9.736.290 $ | |||||
| Bauman Advisory Group, LLC | 7.858.100 $ | +1.596.231 $ | +25,5 % | 6.261.869 $ | -5.642.631 $ | -47,4 % | 11.904.500 $ | |||||
| Darwin Wealth Management, LLC | 6.745.955 $ | -5.156.211 $ | -43,3 % | 11.902.166 $ | +3.236.870 $ | +37,4 % | 8.665.296 $ | -417.372 $ | -4,6 % | 9.082.668 $ | +410.798 $ | +4,7 % |
| Copper Harbor Investment Advisors, LLC | 11.889.368 $ | |||||||||||
| Morse Asset Management, Inc | 11.869.917 $ | +1.818.635 $ | +18,1 % | 10.051.282 $ | +940.956 $ | +10,3 % | 9.110.326 $ | +261.013 $ | +2,9 % | 8.849.313 $ | +520.666 $ | +6,3 % |
| Abich Financial Wealth Management LLC | 11.817.297 $ | |||||||||||
| GC Wealth Management RIA, LLC | 11.810.592 $ | +1.488.704 $ | +14,4 % | 10.321.888 $ | +1.400.048 $ | +15,7 % | 8.921.840 $ | -1.917.660 $ | -17,7 % | 10.839.500 $ | +6.741.711 $ | +164,5 % |
| NewSquare Capital LLC | 4.029.726 $ | -7.773.723 $ | -65,9 % | 11.803.449 $ | +8.520.703 $ | +259,6 % | 3.282.746 $ | -308.849 $ | -8,6 % | 3.591.595 $ | -745.537 $ | -17,2 % |
| CERTUITY, LLC | 11.801.715 $ | +1.541.221 $ | +15,0 % | 10.260.494 $ | +4.252.191 $ | +70,8 % | 6.008.303 $ | +2.138.259 $ | +55,3 % | 3.870.044 $ | +579.627 $ | +17,6 % |
| Aureum Wealth Management, LLC | 11.788.587 $ | +1.580.013 $ | +15,5 % | 10.208.574 $ | +2.838.250 $ | +38,5 % | 7.370.324 $ | |||||
| Cassia Capital Partners, LLC | 10.547.236 $ | -248.057 $ | -2,3 % | 10.795.293 $ | -987.099 $ | -8,4 % | 11.782.392 $ | +403.547 $ | +3,5 % | 11.378.845 $ | +169.727 $ | +1,5 % |
| CABOT WEALTH MANAGEMENT INC | 11.763.336 $ | +10.867.704 $ | +1.213,4 % | 895.632 $ | +159.835 $ | +21,7 % | 735.797 $ | -7.938 $ | -1,1 % | 743.735 $ | +63.806 $ | +9,4 % |
| Hobbs Wealth Management, LLC | 5.459.634 $ | +747.354 $ | +15,9 % | 4.712.280 $ | -7.042.324 $ | -59,9 % | 11.754.604 $ | +1.624.272 $ | +16,0 % | 10.130.332 $ | +1.004.254 $ | +11,0 % |
| Red Spruce Capital, LLC | 11.749.405 $ | +11.089.787 $ | +1.681,2 % | 659.618 $ | -3.362 $ | -0,5 % | ||||||
| MOTCO | 11.734.049 $ | +100.283 $ | +0,9 % | 11.633.766 $ | +265.099 $ | +2,3 % | 11.368.667 $ | +209.978 $ | +1,9 % | 11.158.689 $ | +72.808 $ | +0,7 % |
| Bryant Woods Investment Advisors, LLC | 11.720.950 $ | +4.209.899 $ | +56,0 % | 7.511.051 $ | +62.788 $ | +0,8 % | 7.448.263 $ | +13.830 $ | +0,2 % | 7.434.433 $ | +613.233 $ | +9,0 % |
| NORTH STAR ASSET MANAGEMENT INC | 11.717.529 $ | +1.912.703 $ | +19,5 % | 9.804.826 $ | +2.540.027 $ | +35,0 % | 7.264.799 $ | +133.371 $ | +1,9 % | 7.131.428 $ | +442.057 $ | +6,6 % |
| Lloyd Advisory Services, LLC. | 4.745.709 $ | -6.967.788 $ | -59,5 % | 11.713.497 $ | +9.467.632 $ | +421,6 % | 2.245.865 $ | -210.598 $ | -8,6 % | 2.456.463 $ | +356.791 $ | +17,0 % |
| LaSalle St. Investment Advisors, LLC | 10.530.355 $ | -1.078.326 $ | -9,3 % | 11.608.681 $ | -100.319 $ | -0,9 % | 11.709.000 $ | +3.636.000 $ | +45,0 % | 8.073.000 $ | +505.000 $ | +6,7 % |
| Schulz Wealth, LTD. | 11.140.975 $ | -565.282 $ | -4,8 % | 11.706.257 $ | +1.780.173 $ | +17,9 % | ||||||
| XY Planning Network, Inc. | 11.692.401 $ | +3.174.172 $ | +37,3 % | 8.518.229 $ | +36.869 $ | +0,4 % | 8.481.360 $ | +6.997.018 $ | +471,4 % | 1.484.342 $ | +0 $ | +0,0 % |
| Wealth Alliance Advisory Group, LLC | 8.260.997 $ | +1.477.535 $ | +21,8 % | 6.783.462 $ | -4.793.661 $ | -41,4 % | 11.577.123 $ | -110.757 $ | -0,9 % | 11.687.880 $ | +420.210 $ | +3,7 % |
| Guardian Wealth Advisors, LLC | 11.666.316 $ | +2.811.489 $ | +31,8 % | 8.854.827 $ | +2.171.635 $ | +32,5 % | 6.683.192 $ | +1.796.929 $ | +36,8 % | 4.886.263 $ | +2.514.084 $ | +106,0 % |
| GM Advisory Group, LLC | 11.664.187 $ | +635.233 $ | +5,8 % | |||||||||
| Balboa Wealth Partners | 11.660.429 $ | +4.415.749 $ | +61,0 % | 7.244.680 $ | -741.867 $ | -9,3 % | 7.986.547 $ | -124.263 $ | -1,5 % | 8.110.810 $ | +782.061 $ | +10,7 % |
| North Berkeley Wealth Management, LLC | 11.630.852 $ | +1.342.420 $ | +13,0 % | 10.288.432 $ | +520.985 $ | +5,3 % | 9.767.447 $ | -89.538 $ | -0,9 % | 9.856.985 $ | +658.938 $ | +7,2 % |
| Decker Retirement Planning Inc. | 11.611.981 $ | +3.136.559 $ | +37,0 % | 8.475.422 $ | +3.278.883 $ | +63,1 % | 5.196.539 $ | +3.399.114 $ | +189,1 % | 1.797.425 $ | +1.514.907 $ | +536,2 % |
| Planning Strategies Inc. | 11.609.375 $ | |||||||||||
| Markowski Investments | 11.590.378 $ | |||||||||||
| Bell Investment Advisors, Inc | 11.584.517 $ | +894.318 $ | +8,4 % | 10.690.199 $ | -297.142 $ | -2,7 % | 10.987.341 $ | +398.847 $ | +3,8 % | 10.588.494 $ | +1.372.179 $ | +14,9 % |
| HARBOUR INVESTMENT MANAGEMENT LLC | 11.560.561 $ | +1.497.785 $ | +14,9 % | 10.062.776 $ | +220.362 $ | +2,2 % | 9.842.414 $ | -241.196 $ | -2,4 % | 10.083.610 $ | +2.560.940 $ | +34,0 % |
| Roth Financial Partners LLC | 11.543.071 $ | +1.807.084 $ | +18,6 % | 9.735.987 $ | +392.504 $ | +4,2 % | 9.343.483 $ | +5.799 $ | +0,1 % | 9.337.684 $ | +802.401 $ | +9,4 % |
| Cedar Wealth Management, LLC | 11.535.446 $ | +4.041.174 $ | +53,9 % | 7.494.272 $ | +126.926 $ | +1,7 % | 7.367.346 $ | +153.959 $ | +2,1 % | 7.213.387 $ | +384.255 $ | +5,6 % |
| Tamar Securities, LLC | 9.540.481 $ | -1.991.942 $ | -17,3 % | 11.532.423 $ | +1.171.506 $ | +11,3 % | 10.360.917 $ | +1.080.932 $ | +11,6 % | 9.279.985 $ | +602.095 $ | +6,9 % |
| POWER WEALTH MANAGEMENT LLC | 11.513.271 $ | +258.467 $ | +2,3 % | 11.254.804 $ | +182.451 $ | +1,6 % | 11.072.353 $ | +221.983 $ | +2,0 % | 10.850.370 $ | +771.729 $ | +7,7 % |
| Prosperitas Financial LLC | 11.448.108 $ | -61.836 $ | -0,5 % | 11.509.944 $ | +8.143.080 $ | +241,9 % | 3.366.864 $ | +1.933.818 $ | +134,9 % | 1.433.046 $ | +46.075 $ | +3,3 % |
| MONEYWISE, INC. | 6.863.989 $ | +638.603 $ | +10,3 % | 6.225.386 $ | -5.258.945 $ | -45,8 % | 11.484.331 $ | +5.972.429 $ | +108,4 % | 5.511.902 $ | +70.115 $ | +1,3 % |
| Avid Wealth Partners LLC | 9.061.588 $ | -2.389.487 $ | -20,9 % | 11.451.075 $ | +707.828 $ | +6,6 % | 10.743.247 $ | -413.199 $ | -3,7 % | 11.156.446 $ | +1.072.893 $ | +10,6 % |
| Warner Group LLC | 11.441.730 $ | +8.029.226 $ | +235,3 % | 3.412.504 $ | -5.303.453 $ | -60,8 % | 8.715.957 $ | +1.609.963 $ | +22,7 % | 7.105.994 $ | ||
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 11.423.125 $ | -15.736 $ | -0,1 % | 11.438.861 $ | +419.562 $ | +3,8 % | ||||||
| EWG Elevate Inc. | 11.437.389 $ | -11.083.581 $ | -49,2 % | |||||||||
| RWQ Financial Management Services, Inc. | 5.871.684 $ | -1.742.884 $ | -22,9 % | 7.614.568 $ | -3.820.542 $ | -33,4 % | 11.435.110 $ | +11.233.790 $ | +5.580,1 % | 201.320 $ | ||
| CONNING INC. | 11.431.754 $ | +1.806.394 $ | +18,8 % | 9.625.360 $ | +349.135 $ | +3,8 % | 9.276.225 $ | +179.397 $ | +2,0 % | 9.096.828 $ | +812.808 $ | +9,8 % |
| Professional Financial Advisors, LLC | 11.421.968 $ | +3.274.900 $ | +40,2 % | 8.147.068 $ | -1.174.842 $ | -12,6 % | 9.321.910 $ | -32.648 $ | -0,3 % | 9.354.558 $ | +1.797.017 $ | +23,8 % |
| Higgins & Schmidt Wealth Strategies LLC | 9.758.110 $ | -1.480.371 $ | -13,2 % | 11.238.481 $ | -183.090 $ | -1,6 % | 11.421.571 $ | +1.966.904 $ | +20,8 % | 9.454.667 $ | +523.871 $ | +5,9 % |
| HOWARD WEALTH MANAGEMENT, LLC | 5.844.765 $ | -357.134 $ | -5,8 % | 6.201.899 $ | -60.878 $ | -1,0 % | 6.262.777 $ | -5.157.097 $ | -45,2 % | 11.419.874 $ | -515.954 $ | -4,3 % |
| Members Advisory Group LLC | 562.227 $ | -7.366.734 $ | -92,9 % | 7.928.961 $ | -384.795 $ | -4,6 % | 8.313.756 $ | -3.095.660 $ | -27,1 % | 11.409.416 $ | +48.529 $ | +0,4 % |
| Shilanski & Associates, Inc. | 11.401.451 $ | +778.021 $ | +7,3 % | |||||||||
| RPTC Inc. | 11.391.991 $ | +1.864.350 $ | +19,6 % | 9.527.641 $ | +127.126 $ | +1,4 % | 9.400.515 $ | +314.300 $ | +3,5 % | 9.086.215 $ | +763.896 $ | +9,2 % |
| Echo Wealth Management, LLC | 3.270.026 $ | +547.369 $ | +20,1 % | 2.722.657 $ | -3.933.634 $ | -59,1 % | 6.656.291 $ | -4.707.608 $ | -41,4 % | 11.363.899 $ | +210.639 $ | +1,9 % |
| ALLIANZ SE | 11.353.222 $ | +2.212.484 $ | +24,2 % | 9.140.738 $ | +499.607 $ | +5,8 % | 8.641.131 $ | +298.955 $ | +3,6 % | 8.342.176 $ | +835.424 $ | +11,1 % |
| Modus Advisors, LLC | 11.353.106 $ | +275.117 $ | +2,5 % | 11.077.989 $ | -191.298 $ | -1,7 % | 11.269.287 $ | +63.045 $ | +0,6 % | 11.206.242 $ | +882.635 $ | +8,5 % |
| Paladin Advisory Group, LLC | 11.350.554 $ | +994.322 $ | +9,6 % | 10.356.232 $ | -736.911 $ | -6,6 % | 11.093.143 $ | +187.950 $ | +1,7 % | 10.905.193 $ | -544.711 $ | -4,8 % |
| BTS Asset Management, Inc. | 1.786.202 $ | -8.670.139 $ | -82,9 % | 10.456.341 $ | -892.111 $ | -7,9 % | 11.348.452 $ | +60.985 $ | +0,5 % | |||
| Summit Financial Wealth Advisors, LLC | 11.347.319 $ | +928.182 $ | +8,9 % | 10.419.137 $ | +1.076.952 $ | +11,5 % | 9.342.185 $ | +1.234.100 $ | +15,2 % | 8.108.085 $ | +479.327 $ | +6,3 % |
| SYKON CAPITAL LLC | 280.500 $ | -11.042.113 $ | -97,5 % | 11.322.613 $ | +10.403.243 $ | +1.131,6 % | 919.370 $ | +497.430 $ | +117,9 % | 421.940 $ | -276.766 $ | -39,6 % |
| Swisher Financial Concepts, Inc. | 10.150.978 $ | -135.392 $ | -1,3 % | 10.286.370 $ | -1.025.382 $ | -9,1 % | 11.311.752 $ | +423.171 $ | +3,9 % | 10.888.581 $ | -142.286 $ | -1,3 % |
| Hopwood Nicholas Hunter | 9.640.722 $ | -1.637.166 $ | -14,5 % | 11.277.888 $ | +691.153 $ | +6,5 % | 10.586.735 $ | |||||
| RETIREMENT CAPITAL STRATEGIES | 11.273.439 $ | +10.027.165 $ | +804,6 % | 1.246.274 $ | -56.496 $ | -4,3 % | ||||||
| Semus Wealth Partners LLC | 11.270.028 $ | +826.977 $ | +7,9 % | 10.443.051 $ | -202.986 $ | -1,9 % | 10.646.037 $ | +856.317 $ | +8,7 % | 9.789.720 $ | +1.420.373 $ | +17,0 % |
| 5th Street Advisors, LLC | 11.253.665 $ | +3.443.280 $ | +44,1 % | 7.810.385 $ | +327.723 $ | +4,4 % | 7.482.662 $ | +1.791.464 $ | +31,5 % | 5.691.198 $ | -1.831.310 $ | -24,3 % |
| Northeast Financial Group, Inc. | 9.340.719 $ | -1.907.326 $ | -17,0 % | 11.248.045 $ | +895.651 $ | +8,7 % | 10.352.394 $ | -2.825.268 $ | -21,4 % | |||
| Liquid Strategies, LLC | 11.246.358 $ | +4.628.687 $ | +69,9 % | 6.617.671 $ | +711.722 $ | +12,1 % | 5.905.949 $ | +442.170 $ | +8,1 % | 5.463.779 $ | +1.256.636 $ | +29,9 % |
| Accordant Advisory Group Inc | 10.881.959 $ | -361.883 $ | -3,2 % | 11.243.842 $ | +66.524 $ | +0,6 % | 11.177.318 $ | +1.512.558 $ | +15,7 % | 9.664.760 $ | +354.701 $ | +3,8 % |
| Tandem Investment Partners LLC | 11.242.931 $ | +983.461 $ | +9,6 % | 10.259.470 $ | +947.883 $ | +10,2 % | 9.311.587 $ | +1.329.554 $ | +16,7 % | 7.982.033 $ | +2.590.443 $ | +48,0 % |
| ROGCO, LP | 11.213.283 $ | +1.651.744 $ | +17,3 % | 9.561.539 $ | +362.079 $ | +3,9 % | 9.199.460 $ | +389.648 $ | +4,4 % | 8.809.812 $ | +1.216.017 $ | +16,0 % |
| Florida Trust Wealth Management Co | 11.198.157 $ | +1.652.812 $ | +17,3 % | 9.545.345 $ | +1.002.288 $ | +11,7 % | 8.543.057 $ | -46.912 $ | -0,5 % | 8.589.969 $ | +1.913.528 $ | +28,7 % |
| ARKANSAS FINANCIAL GROUP, INC. | 8.845.256 $ | +102.135 $ | +1,2 % | 8.743.121 $ | -84.603 $ | -1,0 % | 8.827.724 $ | -2.365.586 $ | -21,1 % | 11.193.310 $ | +227.178 $ | +2,1 % |
| FIRST MANHATTAN CO. LLC. | 11.177.862 $ | +1.025.446 $ | +10,1 % | 10.152.416 $ | +6.185.048 $ | +155,9 % | 3.967.368 $ | -43.588 $ | -1,1 % | 4.010.956 $ | +330.748 $ | +9,0 % |
| 4J Wealth Management LLC | 10.972.937 $ | +482.974 $ | +4,6 % | 10.489.963 $ | -687.234 $ | -6,1 % | 11.177.197 $ | +597.990 $ | +5,7 % | 10.579.207 $ | +1.601.626 $ | +17,8 % |
| LBMC INVESTMENT ADVISORS, LLC | 11.166.092 $ | +2.380.160 $ | +27,1 % | 8.785.932 $ | +321.593 $ | +3,8 % | 8.464.339 $ | +57.947 $ | +0,7 % | 8.406.392 $ | +768.516 $ | +10,1 % |
| Values Added Financial LLC | 11.156.575 $ | +1.649.575 $ | +17,4 % | 9.507.000 $ | +135.425 $ | +1,4 % | 9.371.575 $ | +151.359 $ | +1,6 % | 9.220.216 $ | +850.661 $ | +10,2 % |
| Caprock Group, LLC | 11.154.971 $ | +5.104.813 $ | +84,4 % | 6.050.158 $ | +20.312 $ | +0,3 % | 6.029.846 $ | +311.753 $ | +5,5 % | 5.718.093 $ | ||
| Sulzberger Capital Advisors, Inc. | 11.136.864 $ | +1.397.128 $ | +14,3 % | 9.739.736 $ | +3.250.813 $ | +50,1 % | 6.488.923 $ | +1.566.631 $ | +31,8 % | 4.922.292 $ | +372.907 $ | +8,2 % |
| Serenus Wealth Advisors, LLC | 11.123.816 $ | +4.222.362 $ | +61,2 % | 6.901.454 $ | +2.141.260 $ | +45,0 % | 4.760.194 $ | +843.231 $ | +21,5 % | 3.916.963 $ | +3.085.074 $ | +370,9 % |
| BayBridge Capital Group, LLC | 11.094.551 $ | +2.100.704 $ | +23,4 % | 8.993.847 $ | +0 $ | +0,0 % | 8.993.847 $ | +968.297 $ | +12,1 % | 8.025.550 $ | +534.625 $ | +7,1 % |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 11.070.979 $ | +1.681.495 $ | +17,9 % | 9.389.484 $ | +5.135.172 $ | +120,7 % | 4.254.312 $ | +575.872 $ | +15,7 % | 3.678.440 $ | +241.289 $ | +7,0 % |
| Gen-Wealth Partners Inc | 8.271.346 $ | +1.484.437 $ | +21,9 % | 6.786.909 $ | -4.281.183 $ | -38,7 % | 11.068.092 $ | +2.156.306 $ | +24,2 % | 8.911.786 $ | +2.009.720 $ | +29,1 % |
| Compass Financial Group, Inc. (Ohio) | 11.060.420 $ | +4.864.149 $ | +78,5 % | 6.196.271 $ | +3.262.905 $ | +111,2 % | 2.933.366 $ | |||||
| Capital Investment Management, Inc. | 10.991.761 $ | +632.861 $ | +6,1 % | 10.358.900 $ | -485.399 $ | -4,5 % | 10.844.299 $ | |||||
| American Alpha Advisors, LLC | 10.968.639 $ | +1.527.956 $ | +16,2 % | 9.440.683 $ | -669.121 $ | -6,6 % | 10.109.804 $ | +3.246.352 $ | +47,3 % | 6.863.452 $ | +1.249.283 $ | +22,3 % |
| FLORIDA FINANCIAL ADVISORS, LLC | 10.949.137 $ | +4.016.511 $ | +57,9 % | 6.932.626 $ | +139.981 $ | +2,1 % | 6.792.645 $ | +2.146.706 $ | +46,2 % | 4.645.939 $ | -1.481.141 $ | -24,2 % |
| XTX Topco Ltd | 10.911.539 $ | +5.030.054 $ | +85,5 % | 5.881.485 $ | +243.037 $ | +4,3 % | 5.638.448 $ | +1.069.221 $ | +23,4 % | 4.569.227 $ | +3.545.725 $ | +346,4 % |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 10.907.023 $ | +2.503.552 $ | +29,8 % | 8.403.471 $ | -801.653 $ | -8,7 % | 9.205.124 $ | +8.132.916 $ | +758,5 % | 1.072.208 $ | -14.632.978 $ | -93,2 % |
| 10Elms LLP | 10.903.211 $ | +3.156.961 $ | +40,8 % | 7.746.250 $ | +2.185.035 $ | +39,3 % | 5.561.215 $ | +115.553 $ | +2,1 % | 5.445.662 $ | +590.890 $ | +12,2 % |
| 21 West Wealth Management LLC | 9.651.848 $ | +129.116 $ | +1,4 % | 9.522.732 $ | -1.052.137 $ | -9,9 % | 10.574.869 $ | -322.154 $ | -3,0 % | 10.897.023 $ | +499.801 $ | +4,8 % |
| Stelac Advisory Services LLC | 10.856.170 $ | +2.157.207 $ | +24,8 % | 8.698.963 $ | +5.628.460 $ | +183,3 % | 3.070.503 $ | +772.742 $ | +33,6 % | 2.297.761 $ | -1.984.533 $ | -46,3 % |
| MTC Wealth Management LLC | 7.863.454 $ | +1.096.418 $ | +16,2 % | 6.767.036 $ | -3.976.766 $ | -37,0 % | 10.743.802 $ | -109.823 $ | -1,0 % | 10.853.625 $ | +786.628 $ | +7,8 % |
| Entelevest, LLC | 10.843.866 $ | +1.741.460 $ | +19,1 % | 9.102.406 $ | +370.543 $ | +4,2 % | 8.731.863 $ | |||||
| FIDUCIARY FAMILY OFFICE, LLC | 8.841.831 $ | -1.007.906 $ | -10,2 % | 9.849.737 $ | -701.026 $ | -6,6 % | 10.550.763 $ | -277.909 $ | -2,6 % | 10.828.672 $ | -142.468 $ | -1,3 % |
| Braun-Bostich & Associates Inc. | 8.938.545 $ | -50.986 $ | -0,6 % | 8.989.531 $ | -1.837.404 $ | -17,0 % | 10.826.935 $ | +1.298.781 $ | +13,6 % | 9.528.154 $ | +2.895.027 $ | +43,6 % |
| FSA Investment Group, LLC | 10.817.164 $ | +4.615.901 $ | +74,4 % | 6.201.263 $ | ||||||||
| Alliance Wealth Advisors, LLC /UT | 2.035.761 $ | -4.728.935 $ | -69,9 % | 6.764.696 $ | -4.038.176 $ | -37,4 % | 10.802.872 $ | +2.231.926 $ | +26,0 % | 8.570.946 $ | +1.349.207 $ | +18,7 % |
| Stonehearth Capital Management, LLC | 10.794.529 $ | +6.233.530 $ | +136,7 % | 4.560.999 $ | -391.848 $ | -7,9 % | 4.952.847 $ | +43.918 $ | +0,9 % | 4.908.929 $ | +306.028 $ | +6,6 % |
| Aristotle Capital Management, LLC | 4.121.091 $ | -5.716.353 $ | -58,1 % | 9.837.444 $ | -956.373 $ | -8,9 % | 10.793.817 $ | +3.518.817 $ | +48,4 % | 7.275.000 $ | +503.362 $ | +7,4 % |
| Moment Partners, LLC | 3.062.057 $ | -5.129.258 $ | -62,6 % | 8.191.315 $ | +1.877.541 $ | +29,7 % | 6.313.774 $ | -4.468.336 $ | -41,4 % | 10.782.110 $ | +350.288 $ | +3,4 % |
| Geneva Partners, LLC | 10.779.797 $ | +2.359.948 $ | +28,0 % | 8.419.849 $ | ||||||||
| Richard W. Paul & Associates, LLC | 9.449.208 $ | +1.358.462 $ | +16,8 % | 8.090.746 $ | -173.408 $ | -2,1 % | 8.264.154 $ | -2.506.757 $ | -23,3 % | 10.770.911 $ | +736.613 $ | +7,3 % |
| AXA S.A. | 1.802.736 $ | -8.966.664 $ | -83,3 % | 10.769.400 $ | +390.632 $ | +3,8 % | 10.378.768 $ | +200.720 $ | +2,0 % | 10.178.048 $ | +6.708.314 $ | +193,3 % |
| BridgePort Financial Solutions, LLC | 10.659.997 $ | -101.499 $ | -0,9 % | 10.761.496 $ | +2.764.673 $ | +34,6 % | 7.996.823 $ | -61.051 $ | -0,8 % | 8.057.874 $ | +1.072.244 $ | +15,3 % |
| Sunflower Bank, N.A. | 479.059 $ | -725.983 $ | -60,2 % | 1.205.042 $ | -175.673 $ | -12,7 % | 1.380.715 $ | -9.371.423 $ | -87,2 % | 10.752.138 $ | -696.644 $ | -6,1 % |
| BIRCHBROOK, INC. | 10.750.236 $ | +1.193.942 $ | +12,5 % | 9.556.294 $ | +150.494 $ | +1,6 % | 9.405.800 $ | +165.404 $ | +1,8 % | 9.240.396 $ | +2.666.233 $ | +40,6 % |
| FIDELIS CAPITAL PARTNERS, LLC | 9.077.458 $ | +1.420.267 $ | +18,5 % | 7.657.191 $ | -807.109 $ | -9,5 % | 8.464.300 $ | -2.279.569 $ | -21,2 % | 10.743.869 $ | +1.293.574 $ | +13,7 % |
| David Kennon Inc | 10.737.535 $ | +652.438 $ | +6,5 % | 10.085.097 $ | +50.780 $ | +0,5 % | 10.034.317 $ | -323.139 $ | -3,1 % | 10.357.456 $ | +510.644 $ | +5,2 % |
| Greater Midwest Financial Group, LLC | 419.904 $ | -361.346 $ | -46,3 % | 781.250 $ | -7.882.871 $ | -91,0 % | 8.664.121 $ | -2.030.963 $ | -19,0 % | 10.695.084 $ | +900.638 $ | +9,2 % |
| Missouri Trust & Investment Co | 10.692.097 $ | +513.044 $ | +5,0 % | 10.179.053 $ | +116.307 $ | +1,2 % | 10.062.746 $ | +1.484.337 $ | +17,3 % | 8.578.409 $ | +547.295 $ | +6,8 % |
| Ulland Investment Advisors, LLC | 10.692.000 $ | +914.000 $ | +9,3 % | 9.778.000 $ | -373.000 $ | -3,7 % | 10.151.000 $ | -103.000 $ | -1,0 % | 10.254.000 $ | -46.000 $ | -0,4 % |
| Daybright Advisory Services, Inc. | 8.211.805 $ | -47.148 $ | -0,6 % | 8.258.953 $ | -2.429.646 $ | -22,7 % | 10.688.599 $ | |||||
| Ramirez Asset Management, Inc. | 10.678.216 $ | +1.869.907 $ | +21,2 % | 8.808.309 $ | +1.337.722 $ | +17,9 % | 7.470.587 $ | +590.699 $ | +8,6 % | 6.879.888 $ | -666.179 $ | -8,8 % |
| FIRETHORN WEALTH PARTNERS, LLC | 10.667.539 $ | +2.453.919 $ | +29,9 % | 8.213.620 $ | -987.625 $ | -10,7 % | 9.201.245 $ | +2.216.264 $ | +31,7 % | 6.984.981 $ | +1.518.443 $ | +27,8 % |
| Masso Torrence Wealth Management Inc. | 10.656.190 $ | +451.552 $ | +4,4 % | |||||||||
| Versant Capital Management, Inc | 10.647.218 $ | +1.746.545 $ | +19,6 % | 8.900.673 $ | +8.614.029 $ | +3.005,1 % | 286.644 $ | +19.224 $ | +7,2 % | 267.420 $ | +250.522 $ | +1.482,6 % |
| Darrow Company, Inc. | 10.641.365 $ | +2.460.893 $ | +30,1 % | 8.180.472 $ | -273.393 $ | -3,2 % | 8.453.865 $ | +330.045 $ | +4,1 % | 8.123.820 $ | +747.035 $ | +10,1 % |
| MidWestOne Financial Group, Inc. | 9.722.798 $ | -899.322 $ | -8,5 % | 10.622.120 $ | +595.939 $ | +5,9 % | ||||||
| Perkins Coie Trust Co | 10.618.696 $ | +446.396 $ | +4,4 % | 10.172.300 $ | +797.544 $ | +8,5 % | 9.374.756 $ | +1.359.992 $ | +17,0 % | 8.014.764 $ | +2.681.295 $ | +50,3 % |
| Artesa Financial Group, LLC | 10.618.230 $ | +2.743.785 $ | +34,8 % | 7.874.445 $ | +682.351 $ | +9,5 % | 7.192.094 $ | |||||
| Sharper & Granite LLC | 10.618.133 $ | +3.468.762 $ | +48,5 % | 7.149.371 $ | +686.903 $ | +10,6 % | 6.462.468 $ | +253.471 $ | +4,1 % | 6.208.997 $ | +607.737 $ | +10,9 % |
| rebel Financial LLC | 9.750.665 $ | -819.780 $ | -7,8 % | 10.570.445 $ | -44.579 $ | -0,4 % | 10.615.024 $ | +808.961 $ | +8,2 % | |||
| Tempo Wealth, LLC | 10.612.166 $ | +1.124.139 $ | +11,8 % | 9.488.027 $ | +30.417 $ | +0,3 % | 9.457.610 $ | |||||
| Kingstone Capital Partners Texas, LLC | 10.609.840 $ | +1.728.840 $ | +19,5 % | 8.881.000 $ | +1.394.000 $ | +18,6 % | 7.487.000 $ | +149.000 $ | +2,0 % | 7.338.000 $ | +390.000 $ | +5,6 % |
| FMA Wealth Management, LLC | 10.601.083 $ | +912.786 $ | +9,4 % | 9.688.297 $ | -487.579 $ | -4,8 % | 10.175.876 $ | -265.010 $ | -2,5 % | 10.440.886 $ | +1.546.098 $ | +17,4 % |
| IAG Wealth Partners, LLC | 10.594.460 $ | +1.144.866 $ | +12,1 % | 9.449.594 $ | -56.015 $ | -0,6 % | 9.505.609 $ | -396.312 $ | -4,0 % | 9.901.921 $ | -1.482.991 $ | -13,0 % |
| Carr Financial Group Corp | 10.432.341 $ | -155.878 $ | -1,5 % | 10.588.219 $ | +419.310 $ | +4,1 % | 10.168.909 $ | +1.609.064 $ | +18,8 % | 8.559.845 $ | -442.266 $ | -4,9 % |
| Paragon Private Wealth Management, LLC | 10.587.190 $ | +1.042.352 $ | +10,9 % | 9.544.838 $ | +388.231 $ | +4,2 % | 9.156.607 $ | +1.477.355 $ | +19,2 % | 7.679.252 $ | -119.417 $ | -1,5 % |
| Boulder Wealth Advisors, LLC | 1.557.081 $ | -8.258.404 $ | -84,1 % | 9.815.485 $ | -770.520 $ | -7,3 % | 10.586.005 $ | +2.453.189 $ | +30,2 % | 8.132.816 $ | ||
| Martel Wealth Advisors LLC | 10.577.064 $ | +1.020.851 $ | +10,7 % | 9.556.213 $ | -250.220 $ | -2,6 % | 9.806.433 $ | -326.897 $ | -3,2 % | 10.133.330 $ | +516.186 $ | +5,4 % |
| Virtus Wealth Solutions LLC | 10.574.656 $ | +929.611 $ | +9,6 % | 9.645.045 $ | +277.733 $ | +3,0 % | 9.367.312 $ | +6.574.896 $ | +235,5 % | 2.792.416 $ | +128.008 $ | +4,8 % |
| Mascagni Wealth Management, Inc. | 10.540.972 $ | +1.992.314 $ | +23,3 % | 8.548.658 $ | -402.131 $ | -4,5 % | 8.950.789 $ | +353.472 $ | +4,1 % | 8.597.317 $ | +1.139.831 $ | +15,3 % |
| Advisor Resource Council | 9.129.810 $ | +842.040 $ | +10,2 % | 8.287.770 $ | -2.249.582 $ | -21,3 % | 10.537.352 $ | +7.238.831 $ | +219,5 % | 3.298.521 $ | -2.202.301 $ | -40,0 % |
| GK Wealth Management LLC | 10.527.472 $ | +1.494.197 $ | +16,5 % | 9.033.275 $ | +534.735 $ | +6,3 % | 8.498.540 $ | +1.248.436 $ | +17,2 % | |||
| VPR Management LLC | 10.504.112 $ | +1.659.812 $ | +18,8 % | 8.844.300 $ | +320.804 $ | +3,8 % | 8.523.496 $ | +164.840 $ | +2,0 % | 8.358.656 $ | +746.852 $ | +9,8 % |
| Acumen Wealth Advisors, LLC | 10.485.034 $ | +10.458.396 $ | +39.261,2 % | 26.638 $ | -48.326 $ | -64,5 % | 74.964 $ | |||||
| Generation Capital Management LLC | 10.484.693 $ | +1.355.009 $ | +14,8 % | 9.129.684 $ | +544.996 $ | +6,3 % | 8.584.688 $ | +1.348.279 $ | +18,6 % | 7.236.409 $ | +677.384 $ | +10,3 % |
| Y-Intercept (Hong Kong) Ltd | 9.835.091 $ | +4.687.783 $ | +91,1 % | 5.147.308 $ | -5.330.797 $ | -50,9 % | 10.478.105 $ | +1.425.195 $ | +15,7 % | 9.052.910 $ | +308.723 $ | +3,5 % |
| Caerus Investment Advisors, LLC | 10.477.273 $ | +1.963.681 $ | +23,1 % | 8.513.592 $ | +3.588.706 $ | +72,9 % | 4.924.886 $ | -136.611 $ | -2,7 % | |||
| DDFG, Inc | 10.464.406 $ | +848.089 $ | +8,8 % | 9.616.317 $ | +228.897 $ | +2,4 % | 9.387.420 $ | +329.951 $ | +3,6 % | 9.057.469 $ | +943.608 $ | +11,6 % |
| Lakeridge Wealth Management LLC | 6.254.588 $ | -58.529 $ | -0,9 % | 6.313.117 $ | +1.746.175 $ | +38,2 % | 4.566.942 $ | -5.885.706 $ | -56,3 % | 10.452.648 $ | +243.692 $ | +2,4 % |
| St. Louis Financial Planners Asset Management, LLC | 10.451.939 $ | +564.247 $ | +5,7 % | |||||||||
| Burford Brothers, Inc. | 10.449.771 $ | +1.895.841 $ | +22,2 % | 8.553.930 $ | -987.678 $ | -10,4 % | 9.541.608 $ | +434.753 $ | +4,8 % | 9.106.855 $ | +682.587 $ | +8,1 % |
| Oxinas Partners, LLC | 10.444.987 $ | +1.091.165 $ | +11,7 % | 9.353.822 $ | +169.619 $ | +1,8 % | 9.184.203 $ | +6.996.562 $ | +319,8 % | 2.187.641 $ | -3.294.385 $ | -60,1 % |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7.615.481 $ | +5.278.856 $ | +225,9 % | 2.336.625 $ | -8.093.432 $ | -77,6 % | 10.430.057 $ | +6.655.280 $ | +176,3 % | 3.774.777 $ | -1.409.594 $ | -27,2 % |
| Foundry Financial Group, Inc. | 10.425.848 $ | +1.802.617 $ | +20,9 % | 8.623.231 $ | +3.703.452 $ | +75,3 % | 4.919.779 $ | +19.584 $ | +0,4 % | 4.900.195 $ | +328.701 $ | +7,2 % |
| Heritage Wealth Management, Inc. | 10.416.670 $ | +1.168.051 $ | +12,6 % | 9.248.619 $ | +615.718 $ | +7,1 % | 8.632.901 $ | +1.447.362 $ | +20,1 % | 7.185.539 $ | +948.434 $ | +15,2 % |
| Allegiance Financial Group Advisory Services LLC | 10.415.560 $ | +2.003.704 $ | +23,8 % | 8.411.856 $ | +932.762 $ | +12,5 % | 7.479.094 $ | +664.652 $ | +9,8 % | 6.814.442 $ | +1.177.706 $ | +20,9 % |
| ABOUND FINANCIAL, LLC | 5.151.970 $ | +491.278 $ | +10,5 % | 4.660.692 $ | -5.752.068 $ | -55,2 % | 10.412.760 $ | +924.461 $ | +9,7 % | 9.488.299 $ | +1.065.391 $ | +12,6 % |
| VESTOR CAPITAL, LLC | 10.411.000 $ | +10.036.000 $ | +2.676,3 % | 375.000 $ | +1.000 $ | +0,3 % | 374.000 $ | -101.000 $ | -21,3 % | 475.000 $ | -147.000 $ | -23,6 % |
| Newman Dignan & Sheerar, Inc. | 9.534.527 $ | -866.028 $ | -8,3 % | 10.400.555 $ | +124.250 $ | +1,2 % | 10.276.305 $ | +1.596.963 $ | +18,4 % | 8.679.342 $ | +898.369 $ | +11,5 % |
| BetterWealth, LLC | 10.382.490 $ | +1.803.492 $ | +21,0 % | 8.578.998 $ | -569.637 $ | -6,2 % | 9.148.635 $ | +306.134 $ | +3,5 % | 8.842.501 $ | +667.054 $ | +8,2 % |
| TIEMANN INVESTMENT ADVISORS, LLC | 10.374.872 $ | +408.870 $ | +4,1 % | 9.966.002 $ | +617.555 $ | +6,6 % | 9.348.447 $ | +14.642 $ | +0,2 % | 9.333.805 $ | -684.495 $ | -6,8 % |
| Cauble & Harre Wealth Management, Inc. | 9.875.618 $ | +233.854 $ | +2,4 % | 9.641.764 $ | -713.864 $ | -6,9 % | 10.355.628 $ | |||||
| Financial Connections Group, Inc. | 9.678.000 $ | -676.000 $ | -6,5 % | 10.354.000 $ | +1.294.000 $ | +14,3 % | 9.060.000 $ | -118.000 $ | -1,3 % | |||
| Trinity Wealth Management, LLC | 10.351.709 $ | +5.056.198 $ | +95,5 % | 5.295.511 $ | +686.555 $ | +14,9 % | 4.608.956 $ | +298.592 $ | +6,9 % | 4.310.364 $ | +644.249 $ | +17,6 % |
| Edgemoor Investment Advisors, Inc. | 10.345.123 $ | +374.176 $ | +3,8 % | 9.970.947 $ | +457.115 $ | +4,8 % | 9.513.832 $ | +588.138 $ | +6,6 % | 8.925.694 $ | +547.931 $ | +6,5 % |
| Etesian Wealth Advisors, Inc. | 10.241.623 $ | -83.621 $ | -0,8 % | 10.325.244 $ | +61.270 $ | +0,6 % | 10.263.974 $ | +159.982 $ | +1,6 % | 10.103.992 $ | +223.844 $ | +2,3 % |
| Aquire Wealth Advisors, LLC | 10.022.889 $ | +537.180 $ | +5,7 % | 9.485.709 $ | -560.082 $ | -5,6 % | 10.045.791 $ | -272.996 $ | -2,6 % | 10.318.787 $ | +463.251 $ | +4,7 % |
| OMNI 360 Wealth, Inc. | 10.309.187 $ | +568.875 $ | +5,8 % | 9.740.312 $ | -390.988 $ | -3,9 % | 10.131.300 $ | +564.288 $ | +5,9 % | 9.567.012 $ | +1.226.511 $ | +14,7 % |
| Glassy Mountain Advisors, Inc. | 10.306.078 $ | +996.698 $ | +10,7 % | 9.309.380 $ | +300.830 $ | +3,3 % | 9.008.550 $ | +1.051.266 $ | +13,2 % | 7.957.284 $ | -688.078 $ | -8,0 % |
| Nvest Wealth Strategies, Inc. | 10.289.284 $ | +829.502 $ | +8,8 % | 9.459.782 $ | +1.183.932 $ | +14,3 % | 8.275.850 $ | |||||
| LCW Services, LLC | 10.246.463 $ | +1.396.709 $ | +15,8 % | 8.849.754 $ | +8.262.856 $ | +1.407,9 % | 586.898 $ | |||||
| Sunburst Financial Group, LLC | 10.244.044 $ | +808.275 $ | +8,6 % | 9.435.769 $ | +32.753 $ | +0,3 % | 9.403.016 $ | +46.045 $ | +0,5 % | 9.356.971 $ | -366.492 $ | -3,8 % |
| Harbor Asset Planning, Inc. | 10.242.049 $ | +855.628 $ | +9,1 % | 9.386.421 $ | +53.753 $ | +0,6 % | 9.332.668 $ | +622.120 $ | +7,1 % | 8.710.548 $ | +523.907 $ | +6,4 % |
| Dynamic Wealth Strategies, LLC | 10.229.470 $ | +1.360.647 $ | +15,3 % | 8.868.823 $ | +316.104 $ | +3,7 % | 8.552.719 $ | +28.015 $ | +0,3 % | 8.524.704 $ | +375.101 $ | +4,6 % |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 8.387.618 $ | -1.840.403 $ | -18,0 % | 10.228.021 $ | +831.928 $ | +8,9 % | 9.396.093 $ | +681.932 $ | +7,8 % | 8.714.161 $ | +506.588 $ | +6,2 % |
| FOSTER & MOTLEY INC | 10.215.000 $ | +1.472.000 $ | +16,8 % | 8.743.000 $ | +619.000 $ | +7,6 % | 8.124.000 $ | +1.273.000 $ | +18,6 % | 6.851.000 $ | +1.273.000 $ | +22,8 % |
| Hexagon Capital Partners LLC | 10.208.135 $ | +1.400.443 $ | +15,9 % | 8.807.692 $ | +556.982 $ | +6,8 % | 8.250.710 $ | +1.424.250 $ | +20,9 % | 6.826.460 $ | +2.757.323 $ | +67,8 % |
| Clarus Wealth Advisors | 10.201.954 $ | +612.342 $ | +6,4 % | 9.589.612 $ | +2.542.433 $ | +36,1 % | 7.047.179 $ | +474.086 $ | +7,2 % | 6.573.093 $ | -107.223 $ | -1,6 % |
| Corundum Group, Inc. | 2.277.123 $ | -7.922.196 $ | -77,7 % | 10.199.319 $ | +2.067.672 $ | +25,4 % | 8.131.647 $ | -479.500 $ | -5,6 % | 8.611.147 $ | +368.672 $ | +4,5 % |
| TradeWell Securities, LLC. | 10.198.741 $ | +2.480.322 $ | +32,1 % | 7.718.419 $ | +1.619.110 $ | +26,5 % | 6.099.309 $ | +664.631 $ | +12,2 % | 5.434.678 $ | +1.455.261 $ | +36,6 % |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 9.672.546 $ | -294.178 $ | -3,0 % | 9.966.724 $ | -228.771 $ | -2,2 % | 10.195.495 $ | +660.871 $ | +6,9 % | 9.534.624 $ | +450.965 $ | +5,0 % |
| LEIGH BALDWIN & CO., LLC | 10.195.287 $ | +2.357.416 $ | +30,1 % | 7.837.871 $ | +1.871 $ | +0,0 % | 7.836.000 $ | -2.210.074 $ | -22,0 % | 10.046.074 $ | +811.993 $ | +8,8 % |
| Fortis Capital Advisors, LLC | 10.190.805 $ | +1.943.058 $ | +23,6 % | 8.247.747 $ | +2.896.239 $ | +54,1 % | 5.351.508 $ | +242.579 $ | +4,7 % | 5.108.929 $ | +3.314.349 $ | +184,7 % |
| Catalina Capital Group, LLC | 7.913.840 $ | -1.598.173 $ | -16,8 % | 9.512.013 $ | -678.406 $ | -6,7 % | 10.190.419 $ | +1.644.705 $ | +19,2 % | |||
| Ledyard National Bank | 10.189.054 $ | +1.612.113 $ | +18,8 % | 8.576.941 $ | -229.979 $ | -2,6 % | 8.806.920 $ | +158.578 $ | +1,8 % | 8.648.342 $ | +838.514 $ | +10,7 % |
| Hardworking Capital Advisors, LLC | 9.061.207 $ | -580.460 $ | -6,0 % | 9.641.667 $ | -538.091 $ | -5,3 % | 10.179.758 $ | |||||
| Montis Financial, LLC | 10.176.357 $ | +710.889 $ | +7,5 % | 9.465.468 $ | +715.312 $ | +8,2 % | 8.750.156 $ | +434.378 $ | +5,2 % | 8.315.778 $ | +38.294 $ | +0,5 % |
| Element Wealth, LLC | 10.174.174 $ | +1.394.419 $ | +15,9 % | 8.779.755 $ | +1.280.327 $ | +17,1 % | 7.499.428 $ | -1.047.775 $ | -12,3 % | 8.547.203 $ | +695.667 $ | +8,9 % |
| Pachira Investments Inc. | 10.173.824 $ | +3.345.240 $ | +49,0 % | 6.828.584 $ | -252.926 $ | -3,6 % | 7.081.510 $ | +2.109.316 $ | +42,4 % | 4.972.194 $ | +3.519.348 $ | +242,2 % |
| CAPITAL MANAGEMENT CORP /VA | 10.158.508 $ | +948.083 $ | +10,3 % | 9.210.425 $ | +848.732 $ | +10,2 % | 8.361.693 $ | +66.275 $ | +0,8 % | 8.295.418 $ | +1.050.011 $ | +14,5 % |
| True Vision MN LLC | 8.985.396 $ | -781.912 $ | -8,0 % | 9.767.308 $ | -381.251 $ | -3,8 % | 10.148.559 $ | +1.678.053 $ | +19,8 % | |||
| VISA FOUNDATION | 10.147.900 $ | |||||||||||
| Guidance Point Advisors, LLC | 10.144.801 $ | +1.530.171 $ | +17,8 % | 8.614.630 $ | +250.240 $ | +3,0 % | 8.364.390 $ | +316.979 $ | +3,9 % | 8.047.411 $ | +442.386 $ | +5,8 % |
| Carson Advisory Inc. | 10.136.050 $ | +2.021.322 $ | +24,9 % | 8.114.728 $ | -200.354 $ | -2,4 % | 8.315.082 $ | +733.393 $ | +9,7 % | 7.581.689 $ | +1.212.493 $ | +19,0 % |
| Broadview Financial Management, LLC | 10.130.611 $ | +1.199.197 $ | +13,4 % | 8.931.414 $ | -141.142 $ | -1,6 % | 9.072.556 $ | -646.580 $ | -6,7 % | 9.719.136 $ | +142.941 $ | +1,5 % |
| Aspirean Wealth, LLC | 10.120.072 $ | +1.873.169 $ | +22,7 % | 8.246.903 $ | +417.447 $ | +5,3 % | 7.829.456 $ | |||||
| Hershey Financial Advisers, LLC | 10.112.794 $ | +5.211.972 $ | +106,3 % | 4.900.822 $ | +3.251.898 $ | +197,2 % | 1.648.924 $ | -3.611.727 $ | -68,7 % | 5.260.651 $ | -805.274 $ | -13,3 % |
| Morey & Quinn Wealth Partners, LLC | 10.112.347 $ | +734.119 $ | +7,8 % | 9.378.228 $ | +134.745 $ | +1,5 % | 9.243.483 $ | -87.134 $ | -0,9 % | 9.330.617 $ | +258.226 $ | +2,8 % |
| NESTEGG ADVISORS, INC. | 10.110.632 $ | +2.339.027 $ | +30,1 % | 7.771.605 $ | +78.029 $ | +1,0 % | 7.693.576 $ | +708.721 $ | +10,1 % | 6.984.855 $ | +597.565 $ | +9,4 % |
| Rathbones Group PLC | 5.470.604 $ | -4.604.712 $ | -45,7 % | 10.075.316 $ | +950.432 $ | +10,4 % | 9.124.884 $ | +5.245.631 $ | +135,2 % | 3.879.253 $ | +422.478 $ | +12,2 % |
| Millington Financial Advisors, LLC | 10.064.446 $ | +274.818 $ | +2,8 % | 9.789.628 $ | +564.460 $ | +6,1 % | 9.225.168 $ | +730.570 $ | +8,6 % | 8.494.598 $ | +707.425 $ | +9,1 % |
| FLC Capital Advisors | 10.061.253 $ | +2.283.292 $ | +29,4 % | 7.777.961 $ | +351.437 $ | +4,7 % | 7.426.524 $ | |||||
| Collier Financial | 10.059.263 $ | +1.481.459 $ | +17,3 % | 8.577.804 $ | -93.987 $ | -1,1 % | 8.671.791 $ | -276.854 $ | -3,1 % | 8.948.645 $ | ||
| SHUFRO ROSE & CO LLC | 3.159.506 $ | +225.659 $ | +7,7 % | 2.933.847 $ | +81.372 $ | +2,9 % | 2.852.475 $ | -7.185.150 $ | -71,6 % | 10.037.625 $ | -189.520 $ | -1,9 % |
| Investors Portfolio Services LLC | 10.035.063 $ | +147.926 $ | +1,5 % | 9.887.137 $ | -10.173 $ | -0,1 % | 9.897.310 $ | |||||
| Strategic Wealth Advisors LLC | 7.902.000 $ | -2.126.000 $ | -21,2 % | 10.028.000 $ | +2.126.000 $ | +26,9 % | 7.902.000 $ | |||||
| Sunpointe, LLC | 10.026.810 $ | +1.300.616 $ | +14,9 % | 8.726.194 $ | +92.627 $ | +1,1 % | 8.633.567 $ | +1.155.817 $ | +15,5 % | 7.477.750 $ | +365.778 $ | +5,1 % |
| S&A Financial Services, Inc. | 10.022.940 $ | +2.800.019 $ | +38,8 % | 7.222.921 $ | ||||||||
| CALIBER WEALTH MANAGEMENT, LLC / KS | 7.353.100 $ | +841.773 $ | +12,9 % | 6.511.327 $ | -1.609.897 $ | -19,8 % | 8.121.224 $ | -1.892.568 $ | -18,9 % | 10.013.792 $ | -1.580.532 $ | -13,6 % |
| Cottage Street Advisors LLC | 10.007.480 $ | +288.819 $ | +3,0 % | 9.718.661 $ | +2.359.320 $ | +32,1 % | 7.359.341 $ | +2.987.188 $ | +68,3 % | 4.372.153 $ | +2.226.358 $ | +103,8 % |
| Bellars Harris Wealth Management, LLC | 9.993.130 $ | |||||||||||
| M1 Capital Management LLC | 4.299.083 $ | -5.692.771 $ | -57,0 % | 9.991.854 $ | +795.502 $ | +8,7 % | 9.196.352 $ | +376.270 $ | +4,3 % | 8.820.082 $ | +1.023.863 $ | +13,1 % |
| Bank Julius Baer & Co. Ltd, Zurich | 9.977.674 $ | +3.033.359 $ | +43,7 % | 6.944.315 $ | -633.032 $ | -8,4 % | 7.577.347 $ | +275.219 $ | +3,8 % | 7.302.128 $ | +1.871.443 $ | +34,5 % |
| Skyline Advisors, Inc. | 6.836.134 $ | -1.854.829 $ | -21,3 % | 8.690.963 $ | -1.276.211 $ | -12,8 % | 9.967.174 $ | +449.814 $ | +4,7 % | 9.517.360 $ | +359.727 $ | +3,9 % |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 9.456.759 $ | -428.877 $ | -4,3 % | 9.885.636 $ | -69.495 $ | -0,7 % | 9.955.131 $ | +27.231 $ | +0,3 % | |||
| Investmark Advisory Group LLC | 9.953.990 $ | +1.570.663 $ | +18,7 % | 8.383.327 $ | -1.178.468 $ | -12,3 % | 9.561.795 $ | +20.381 $ | +0,2 % | 9.541.414 $ | +444.963 $ | +4,9 % |
| Envision Financial LLC | 9.953.556 $ | +1.720.929 $ | +20,9 % | 8.232.627 $ | +415.850 $ | +5,3 % | 7.816.777 $ | +1.609.544 $ | +25,9 % | 6.207.233 $ | +1.093.707 $ | +21,4 % |
| Ackerman Asset Management, LLC | 9.937.561 $ | +2.570.567 $ | +34,9 % | 7.366.994 $ | +5.795 $ | +0,1 % | 7.361.199 $ | +822.761 $ | +12,6 % | 6.538.438 $ | -374.314 $ | -5,4 % |
| PENNEY FINANCIAL, LLC | 9.922.910 $ | +3.871.557 $ | +64,0 % | 6.051.353 $ | +454.005 $ | +8,1 % | 5.597.348 $ | +431.983 $ | +8,4 % | 5.165.365 $ | +257.850 $ | +5,3 % |
| Cannon Wealth Management Services, LLC | 9.917.242 $ | +6.732.926 $ | +211,4 % | 3.184.316 $ | +805.932 $ | +33,9 % | 2.378.384 $ | +267.463 $ | +12,7 % | 2.110.921 $ | +347.828 $ | +19,7 % |
| Pacific Excel Wealth Advisors, Inc. | 9.893.466 $ | +5.810.012 $ | +142,3 % | 4.083.454 $ | +1.604.456 $ | +64,7 % | 2.478.998 $ | |||||
| Wealth Management Partners, LLC | 9.882.116 $ | +944.655 $ | +10,6 % | 8.937.461 $ | +2.031.913 $ | +29,4 % | 6.905.548 $ | -1.262.876 $ | -15,5 % | 8.168.424 $ | +577.721 $ | +7,6 % |
| Arrowroot Family Office, LLC | 9.880.059 $ | +1.128.898 $ | +12,9 % | 8.751.161 $ | -276.072 $ | -3,1 % | 9.027.233 $ | +635.457 $ | +7,6 % | 8.391.776 $ | +1.293.430 $ | +18,2 % |
| Northern Lights Advisors, Inc. | 9.873.551 $ | +1.529.356 $ | +18,3 % | 8.344.195 $ | +327.267 $ | +4,1 % | 8.016.928 $ | |||||
| Raleigh Capital Management Inc. | 9.872.788 $ | +1.217.443 $ | +14,1 % | 8.655.345 $ | +597.839 $ | +7,4 % | 8.057.506 $ | +728.513 $ | +9,9 % | 7.328.993 $ | +2.065.308 $ | +39,2 % |
| RASP WEALTH SOLUTIONS, LLC | 9.870.639 $ | |||||||||||
| Melone Private Wealth, LLC | 9.686.711 $ | -179.562 $ | -1,8 % | 9.866.273 $ | +1.080.055 $ | +12,3 % | 8.786.218 $ | +1.273.349 $ | +16,9 % | 7.512.869 $ | +2.260.178 $ | +43,0 % |
| a16z Perennial Management, L.P. | 9.856.635 $ | |||||||||||
| Catalyst Investment Management LLC | 9.834.179 $ | +2.418.006 $ | +32,6 % | 7.416.173 $ | -2.316.498 $ | -23,8 % | 9.732.671 $ | |||||
| Flavin Financial Services, Inc. | 9.826.674 $ | +793.498 $ | +8,8 % | 9.033.176 $ | +21.680 $ | +0,2 % | 9.011.496 $ | +395.259 $ | +4,6 % | 8.616.237 $ | +4.500.616 $ | +109,4 % |
| Pinion Investment Advisors, LLC | 9.825.315 $ | +881.885 $ | +9,9 % | 8.943.430 $ | +7.330.772 $ | +454,6 % | 1.612.658 $ | +630.988 $ | +64,3 % | 981.670 $ | +93.412 $ | +10,5 % |
| Grantvest Financial Group LLC | 9.818.384 $ | +1.264.417 $ | +14,8 % | 8.553.967 $ | +1.102.274 $ | +14,8 % | 7.451.693 $ | +1.514.218 $ | +25,5 % | 5.937.475 $ | +862.186 $ | +17,0 % |
| LIFELONG WEALTH ADVISORS, INC. | 5.343.225 $ | -4.462.068 $ | -45,5 % | 9.805.293 $ | +533.410 $ | +5,8 % | 9.271.883 $ | +1.425.441 $ | +18,2 % | 7.846.442 $ | +888.478 $ | +12,8 % |
| Cassady Wealth & Retirement Planning, LLC | 9.799.412 $ | +525.708 $ | +5,7 % | 9.273.704 $ | +1.348.427 $ | +17,0 % | 7.925.277 $ | |||||
| Entruity Wealth, LLC | 5.077.003 $ | -3.207.681 $ | -38,7 % | 8.284.684 $ | -515.525 $ | -5,9 % | 8.800.209 $ | -979.337 $ | -10,0 % | 9.779.546 $ | +783.348 $ | +8,7 % |
| Alexis Investment Partners, LLC | 9.746.918 $ | +1.176.972 $ | +13,7 % | 8.569.946 $ | -807.081 $ | -8,6 % | 9.377.027 $ | +493.444 $ | +5,6 % | 8.883.583 $ | +821.156 $ | +10,2 % |
| Wayfinding Financial, LLC | 9.745.000 $ | +5.932.000 $ | +155,6 % | 3.813.000 $ | -360.000 $ | -8,6 % | 4.173.000 $ | -112.000 $ | -2,6 % | 4.285.000 $ | +180.000 $ | +4,4 % |
| Five Pine Wealth Management | 9.741.999 $ | +1.122.006 $ | +13,0 % | 8.619.993 $ | -400.245 $ | -4,4 % | 9.020.238 $ | +41.349 $ | +0,5 % | 8.978.889 $ | +46.398 $ | +0,5 % |
| PUFF WEALTH MANAGEMENT, LLC | 9.737.468 $ | +831.038 $ | +9,3 % | 8.906.430 $ | +196.462 $ | +2,3 % | 8.709.968 $ | +376.836 $ | +4,5 % | |||
| Addison Advisors LLC | 3.077.748 $ | -2.446.979 $ | -44,3 % | 5.524.727 $ | -124.710 $ | -2,2 % | 5.649.437 $ | -4.081.949 $ | -41,9 % | 9.731.386 $ | +433.303 $ | +4,7 % |
| RDA Financial Network | 9.525.766 $ | +1.063.986 $ | +12,6 % | 8.461.780 $ | -528.633 $ | -5,9 % | 8.990.413 $ | -740.550 $ | -7,6 % | 9.730.963 $ | +292.587 $ | +3,1 % |
| FreeGulliver LLC | 9.695.752 $ | +658.695 $ | +7,3 % | 9.037.057 $ | +103 $ | +0,0 % | 9.036.954 $ | +87.115 $ | +1,0 % | 8.949.839 $ | +995.625 $ | +12,5 % |
| Goepper Burkhardt LLC | 3.758.656 $ | +686.224 $ | +22,3 % | 3.072.432 $ | +555.396 $ | +22,1 % | 2.517.036 $ | -7.173.834 $ | -74,0 % | 9.690.870 $ | +241.571 $ | +2,6 % |
| GILL CAPITAL PARTNERS, LLC | 7.805.783 $ | -266.894 $ | -3,3 % | 8.072.677 $ | +60.773 $ | +0,8 % | 8.011.904 $ | -1.662.876 $ | -17,2 % | 9.674.780 $ | +637.204 $ | +7,1 % |
| Tennessee Valley Asset Management Partners | 9.666.491 $ | +492.316 $ | +5,4 % | 9.174.175 $ | +6.916.953 $ | +306,4 % | 2.257.222 $ | -40.730 $ | -1,8 % | 2.297.952 $ | +1.791.154 $ | +353,4 % |
| J.Safra Asset Management Corp | 9.651.592 $ | +343.390 $ | +3,7 % | 9.308.202 $ | -109.246 $ | -1,2 % | 9.417.448 $ | +1.185.945 $ | +14,4 % | 8.231.503 $ | +1.970.124 $ | +31,5 % |
| Providence First Trust Co | 9.649.649 $ | +4.259.374 $ | +79,0 % | 5.390.275 $ | +620.839 $ | +13,0 % | 4.769.436 $ | -2.197.015 $ | -31,5 % | 6.966.451 $ | +728.381 $ | +11,7 % |
| J HAGAN CAPITAL, INC. | 7.657.629 $ | +976.860 $ | +14,6 % | 6.680.769 $ | -906.172 $ | -11,9 % | 7.586.941 $ | -2.049.090 $ | -21,3 % | 9.636.031 $ | +841.504 $ | +9,6 % |
| TAGStone Capital, Inc. | 9.632.353 $ | +2.199.960 $ | +29,6 % | 7.432.393 $ | +760.299 $ | +11,4 % | 6.672.094 $ | +910.205 $ | +15,8 % | 5.761.889 $ | +521.722 $ | +10,0 % |
| Belvedere Trading LLC | 9.630.565 $ | +9.102.347 $ | +1.723,2 % | 528.218 $ | -44.648 $ | -7,8 % | 572.866 $ | -1.074.497 $ | -65,2 % | |||
| Signature Equity Partners, LLC | 9.623.953 $ | +755.632 $ | +8,5 % | 8.868.321 $ | -547.012 $ | -5,8 % | 9.415.333 $ | |||||
| Concorde Financial Corp | 2.906.876 $ | +351.902 $ | +13,8 % | 2.554.974 $ | -101.157 $ | -3,8 % | 2.656.131 $ | -6.954.813 $ | -72,4 % | 9.610.944 $ | +775.277 $ | +8,8 % |
| Opus Financial Solutions LLC | 9.605.915 $ | +695.270 $ | +7,8 % | 8.910.645 $ | +269.499 $ | +3,1 % | 8.641.146 $ | |||||
| Redwood Financial Network Corp | 9.593.897 $ | +2.557.530 $ | +36,3 % | 7.036.367 $ | +449.709 $ | +6,8 % | 6.586.658 $ | -1.051.441 $ | -13,8 % | 7.638.099 $ | +972.327 $ | +14,6 % |
| SACHEM HILL LLC | 9.581.137 $ | +1.043.656 $ | +12,2 % | 8.537.481 $ | +25.793 $ | +0,3 % | 8.511.688 $ | +91.183 $ | +1,1 % | 8.420.505 $ | +545.985 $ | +6,9 % |
| Sandy Cove Advisors, LLC | 5.752.977 $ | +3.060.930 $ | +113,7 % | 2.692.047 $ | +305.885 $ | +12,8 % | 2.386.162 $ | -7.183.179 $ | -75,1 % | 9.569.341 $ | +7.654.902 $ | +399,9 % |
| Bogart Wealth, LLC | 9.554.875 $ | +7.344.447 $ | +332,3 % | 2.210.428 $ | +520.471 $ | +30,8 % | 1.689.957 $ | +96.058 $ | +6,0 % | 1.593.899 $ | +107.682 $ | +7,2 % |
| Plus Group Wealth Advisors LLC | 9.553.573 $ | +40.930 $ | +0,4 % | 9.512.643 $ | +843.958 $ | +9,7 % | 8.668.685 $ | |||||
| BANK OF STOCKTON | 9.548.552 $ | +1.567.129 $ | +19,6 % | 7.981.423 $ | -232.525 $ | -2,8 % | 8.213.948 $ | -547.809 $ | -6,3 % | 8.761.757 $ | +652.484 $ | +8,0 % |
| Clarity Asset Management, Inc. | 9.373.551 $ | -173.049 $ | -1,8 % | 9.546.600 $ | +5.350.548 $ | +127,5 % | 4.196.052 $ | +230.133 $ | +5,8 % | 3.965.919 $ | +210.020 $ | +5,6 % |
| Daviman Financial, LLC | 5.650.509 $ | +360.452 $ | +6,8 % | 5.290.057 $ | -4.253.095 $ | -44,6 % | 9.543.152 $ | |||||
| Encompass More Asset Management | 4.362.970 $ | +652.878 $ | +17,6 % | 3.710.092 $ | -5.714.148 $ | -60,6 % | 9.424.240 $ | -114.711 $ | -1,2 % | 9.538.951 $ | -687.997 $ | -6,7 % |
| Worthington Financial Partners, LLC | 9.538.655 $ | +1.024.155 $ | +12,0 % | 8.514.500 $ | -177.965 $ | -2,0 % | 8.692.465 $ | |||||
| Platform Technology Partners | 9.530.014 $ | +2.176.825 $ | +29,6 % | 7.353.189 $ | +831.133 $ | +12,7 % | 6.522.056 $ | +674.167 $ | +11,5 % | 5.847.889 $ | +69.740 $ | +1,2 % |
| PCM Encore, LLC | 9.521.011 $ | +1.655.908 $ | +21,1 % | 7.865.103 $ | +611.289 $ | +8,4 % | 7.253.814 $ | |||||
| Blue Barn Wealth, LLC | 2.698.020 $ | -6.822.389 $ | -71,7 % | 9.520.409 $ | +382.717 $ | +4,2 % | ||||||
| Greenwich Wealth Management LLC | 9.429.000 $ | -87.000 $ | -0,9 % | 9.516.000 $ | +207.000 $ | +2,2 % | 9.309.000 $ | +934.000 $ | +11,2 % | 8.375.000 $ | +2.119.000 $ | +33,9 % |
| BRIGHTON JONES LLC | 9.513.618 $ | +1.372.496 $ | +16,9 % | 8.141.122 $ | +841.418 $ | +11,5 % | 7.299.704 $ | +2.112.994 $ | +40,7 % | 5.186.710 $ | +740.835 $ | +16,7 % |
| AMICA MUTUAL INSURANCE CO | 9.512.000 $ | +1.503.000 $ | +18,8 % | 8.009.000 $ | ||||||||
| Odyssey Group, LLC | 9.488.262 $ | |||||||||||
| Jump Financial, LLC | 9.466.319 $ | +1.862.329 $ | +24,5 % | 7.603.990 $ | ||||||||
| VanWeelden Wealth Management, LLC | 9.452.843 $ | |||||||||||
| Pinnacle Wealth Management, LLC | 243.655 $ | -613.517 $ | -71,6 % | 857.172 $ | -8.589.917 $ | -90,9 % | 9.447.089 $ | +76.979 $ | +0,8 % | 9.370.110 $ | +3.094.211 $ | +49,3 % |
| Equity Wealth Partners, LLC | 9.444.158 $ | +8.067.873 $ | +586,2 % | 1.376.285 $ | -114.557 $ | -7,7 % | 1.490.842 $ | -291.663 $ | -16,4 % | 1.782.505 $ | ||
| PECAUT & CO. | 9.440.601 $ | +1.109.325 $ | +13,3 % | 8.331.276 $ | +1.881.412 $ | +29,2 % | 6.449.864 $ | +25.195 $ | +0,4 % | 6.424.669 $ | +4.625.037 $ | +257,0 % |
| Ted Buchan & Co | 9.421.179 $ | +113.087 $ | +1,2 % | 9.308.092 $ | +220.787 $ | +2,4 % | 9.087.305 $ | +741.816 $ | +8,9 % | 8.345.489 $ | -1.661.664 $ | -16,6 % |
| Center for Wealth Management Advisory | 9.416.220 $ | +675.637 $ | +7,7 % | 8.740.583 $ | +469.348 $ | +5,7 % | 8.271.235 $ | |||||
| NORTHWEST WEALTH MANAGEMENT, LLC | 9.407.167 $ | +653.869 $ | +7,5 % | 8.753.298 $ | +126.272 $ | +1,5 % | 8.627.026 $ | +518.464 $ | +6,4 % | 8.108.562 $ | +674.987 $ | +9,1 % |
| GWN SECURITIES INC. | 9.400.726 $ | +854.902 $ | +10,0 % | 8.545.824 $ | +396.794 $ | +4,9 % | 8.149.030 $ | +1.481.700 $ | +22,2 % | 6.667.330 $ | -1.887.659 $ | -22,1 % |
| Emergent Wealth Advisors, LLC | 9.388.066 $ | +1.606.241 $ | +20,6 % | 7.781.825 $ | +1.115.539 $ | +16,7 % | 6.666.286 $ | +478.312 $ | +7,7 % | 6.187.974 $ | +743.849 $ | +13,7 % |
| QUATTRO FINANCIAL ADVISORS LLC | 7.006.524 $ | +611.643 $ | +9,6 % | 6.394.881 $ | +464.404 $ | +7,8 % | 5.930.477 $ | -3.451.018 $ | -36,8 % | 9.381.495 $ | +344.442 $ | +3,8 % |
| Fragasso Financial Advisors Inc | 9.368.002 $ | +401.310 $ | +4,5 % | 8.966.692 $ | -413.842 $ | -4,4 % | 9.380.534 $ | +32.373 $ | +0,3 % | 9.348.161 $ | +587.847 $ | +6,7 % |
| Financially in Tune, LLC | 9.379.888 $ | +1.449.522 $ | +18,3 % | 7.930.366 $ | ||||||||
| 4WEALTH ADVISORS, INC. | 9.360.085 $ | +868.190 $ | +10,2 % | 8.491.895 $ | -508.391 $ | -5,6 % | 9.000.286 $ | +200.174 $ | +2,3 % | 8.800.112 $ | +1.332.377 $ | +17,8 % |
| LiftPoint Family Wealth Advisors LLC | 9.308.826 $ | +283.061 $ | +3,1 % | 9.025.765 $ | +942.089 $ | +11,7 % | 8.083.676 $ | |||||
| Tepp RIA, LLC | 9.308.477 $ | +1.410.857 $ | +17,9 % | 7.897.620 $ | +6.875.516 $ | +672,7 % | 1.022.104 $ | +335.329 $ | +48,8 % | 686.775 $ | ||
| WINEBRENNER CAPITAL MANAGEMENT LLC | 9.297.248 $ | +1.080.175 $ | +13,1 % | 8.217.073 $ | +1.395.351 $ | +20,5 % | 6.821.722 $ | -1.029.648 $ | -13,1 % | 7.851.370 $ | +537.386 $ | +7,3 % |
| MRWM Advisors, LLC | 9.282.824 $ | +1.686.995 $ | +22,2 % | 7.595.829 $ | -402.367 $ | -5,0 % | 7.998.196 $ | +896.508 $ | +12,6 % | 7.101.688 $ | +1.091.545 $ | +18,2 % |
| BAMCO INC /NY/ | 9.273.110 $ | |||||||||||
| Generali Investments CEE, investicni spolecnost, a.s. | 9.269.638 $ | +179.270 $ | +2,0 % | 9.090.368 $ | +812.231 $ | +9,8 % | ||||||
| First Citizens Asset Management, Inc. | 9.242.927 $ | +1.846.204 $ | +25,0 % | 7.396.723 $ | +384.109 $ | +5,5 % | 7.012.614 $ | +44.165 $ | +0,6 % | 6.968.449 $ | -319.435 $ | -4,4 % |
| HORIZON FINANCIAL SERVICES, LLC | 9.242.301 $ | +647.255 $ | +7,5 % | 8.595.046 $ | +936.618 $ | +12,2 % | 7.658.428 $ | -35.959 $ | -0,5 % | 7.694.387 $ | +668.333 $ | +9,5 % |
| Vision Retirement, LLC | 9.241.485 $ | +1.719.471 $ | +22,9 % | 7.522.014 $ | -1.627.588 $ | -17,8 % | 9.149.602 $ | |||||
| Whitegate Investment Counselors, Inc. | 8.386.542 $ | -484.335 $ | -5,5 % | 8.870.877 $ | -337.547 $ | -3,7 % | 9.208.424 $ | +1.797.161 $ | +24,2 % | 7.411.263 $ | +417.401 $ | +6,0 % |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 2.442.534 $ | -2.587.261 $ | -51,4 % | 5.029.795 $ | -730.187 $ | -12,7 % | 5.759.982 $ | -3.445.999 $ | -37,4 % | 9.205.981 $ | +209.903 $ | +2,3 % |
| Baron Wealth Management LLC | 9.204.806 $ | +1.794.690 $ | +24,2 % | 7.410.116 $ | +1.054.023 $ | +16,6 % | 6.356.093 $ | +2.674.467 $ | +72,6 % | 3.681.626 $ | +483.143 $ | +15,1 % |
| Aspen Wealth Strategies, LLC | 9.204.157 $ | +918.332 $ | +11,1 % | 8.285.825 $ | +225.605 $ | +2,8 % | 8.060.220 $ | +262.278 $ | +3,4 % | 7.797.942 $ | +146.118 $ | +1,9 % |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 9.090.564 $ | -85.925 $ | -0,9 % | 9.176.489 $ | +275.968 $ | +3,1 % | 8.900.521 $ | +226.142 $ | +2,6 % | 8.674.379 $ | +114.044 $ | +1,3 % |
| Quadcap Wealth Management, LLC | 9.170.263 $ | +1.530.966 $ | +20,0 % | 7.639.297 $ | +257.943 $ | +3,5 % | 7.381.354 $ | +422.336 $ | +6,1 % | 6.959.018 $ | +812.130 $ | +13,2 % |
| VISTA INVESTMENT MANAGEMENT | 9.160.578 $ | +626.270 $ | +7,3 % | 8.534.308 $ | -244.669 $ | -2,8 % | 8.778.977 $ | +1.040.905 $ | +13,5 % | 7.738.072 $ | +734.183 $ | +10,5 % |
| Canvas Wealth Advisors, LLC | 8.208.176 $ | -945.789 $ | -10,3 % | 9.153.965 $ | +2.502.172 $ | +37,6 % | 6.651.793 $ | +1.183.014 $ | +21,6 % | 5.468.779 $ | +217.391 $ | +4,1 % |
| James J. Burns & Company, LLC | 9.134.919 $ | +1.183.054 $ | +14,9 % | 7.951.865 $ | +1.350.316 $ | +20,5 % | 6.601.549 $ | -38.397 $ | -0,6 % | 6.639.946 $ | +1.055.704 $ | +18,9 % |
| Vigil Wealth Management, LLC | 9.115.388 $ | +1.697.739 $ | +22,9 % | 7.417.649 $ | +642.027 $ | +9,5 % | 6.775.622 $ | |||||
| Winter & Associates, Inc. | 9.103.713 $ | +336.212 $ | +3,8 % | 8.767.501 $ | +752.915 $ | +9,4 % | 8.014.586 $ | |||||
| Synergy Asset Management, LLC | 9.091.169 $ | +8.201.463 $ | +921,8 % | 889.706 $ | -2.795.186 $ | -75,9 % | 3.684.892 $ | +185.949 $ | +5,3 % | 3.498.943 $ | +2.078.092 $ | +146,3 % |
| Latitude Advisors, LLC | 9.076.756 $ | +1.680.076 $ | +22,7 % | 7.396.680 $ | +464.502 $ | +6,7 % | 6.932.178 $ | +291.892 $ | +4,4 % | 6.640.286 $ | +508.001 $ | +8,3 % |
| Davis Investment Partners, LLC | 9.075.817 $ | +852.167 $ | +10,4 % | 8.223.650 $ | +637.552 $ | +8,4 % | 7.586.098 $ | +2.037.975 $ | +36,7 % | 5.548.123 $ | +60.113 $ | +1,1 % |
| JGP Wealth Management, LLC | 9.060.489 $ | +991.211 $ | +12,3 % | 8.069.278 $ | -486.427 $ | -5,7 % | 8.555.705 $ | +377.786 $ | +4,6 % | 8.177.919 $ | +207.972 $ | +2,6 % |
| Colonial Trust Co / SC | 9.054.244 $ | +820.338 $ | +10,0 % | 8.233.906 $ | +294.032 $ | +3,7 % | 7.939.874 $ | +66.162 $ | +0,8 % | 7.873.712 $ | -524.009 $ | -6,2 % |
| Strive Asset Management, LLC | 9.053.522 $ | +2.553.438 $ | +39,3 % | |||||||||
| Meridian Financial Partners LLC | 7.715.393 $ | -1.330.274 $ | -14,7 % | 9.045.667 $ | +1.061.532 $ | +13,3 % | 7.984.135 $ | -846.343 $ | -9,6 % | 8.830.478 $ | -112.522 $ | -1,3 % |
| Ironsides Asset Advisors, LLC | 9.044.694 $ | +1.387.593 $ | +18,1 % | 7.657.101 $ | +88.004 $ | +1,2 % | 7.569.097 $ | +103.360 $ | +1,4 % | 7.465.737 $ | +588.056 $ | +8,6 % |
| Aspen Investment Management Inc | 9.038.000 $ | +971.000 $ | +12,0 % | 8.067.000 $ | +679.000 $ | +9,2 % | 7.388.000 $ | +84.000 $ | +1,2 % | 7.304.000 $ | +115.000 $ | +1,6 % |
| Commerce Advisors, LLC | 9.032.351 $ | +117.287 $ | +1,3 % | 8.915.064 $ | ||||||||
| Midwest Financial Network, LLC | 7.607.462 $ | +24.224 $ | +0,3 % | 7.583.238 $ | -1.449.100 $ | -16,0 % | 9.032.338 $ | +552.627 $ | +6,5 % | 8.479.711 $ | +1.844.476 $ | +27,8 % |
| NBT BANK, N.A. | 7.990.185 $ | -1.041.917 $ | -11,5 % | 9.032.102 $ | +597.759 $ | +7,1 % | 8.434.343 $ | +2.073.595 $ | +32,6 % | 6.360.748 $ | +267.200 $ | +4,4 % |
| Pasadena Private Wealth, LLC | 9.030.456 $ | +2.058.766 $ | +29,5 % | 6.971.690 $ | +1.528.583 $ | +28,1 % | 5.443.107 $ | +192.512 $ | +3,7 % | 5.250.595 $ | +629.625 $ | +13,6 % |
| New Republic Capital, LLC | 9.021.352 $ | +719.672 $ | +8,7 % | 8.301.680 $ | +1.813.254 $ | +27,9 % | 6.488.426 $ | +701.679 $ | +12,1 % | 5.786.747 $ | +374.562 $ | +6,9 % |
| DeDora Capital, Inc. | 9.014.826 $ | +808.036 $ | +9,8 % | 8.206.790 $ | +246.762 $ | +3,1 % | 7.960.028 $ | +1.011.872 $ | +14,6 % | 6.948.156 $ | +1.288.372 $ | +22,8 % |
| Henshaw Capital LLC | 9.010.000 $ | +1.491.000 $ | +19,8 % | 7.519.000 $ | +14.000 $ | +0,2 % | 7.505.000 $ | +176.000 $ | +2,4 % | 7.329.000 $ | +203.000 $ | +2,8 % |
| Quadrant Private Wealth Management, LLC | 6.524.912 $ | -815.133 $ | -11,1 % | 7.340.045 $ | -1.667.421 $ | -18,5 % | 9.007.466 $ | +2.331.836 $ | +34,9 % | 6.675.630 $ | +3.234.143 $ | +94,0 % |
| Keel Point, LLC | 8.954.656 $ | +2.051.328 $ | +29,7 % | 6.903.328 $ | +741.697 $ | +12,0 % | 6.161.631 $ | -2.460.781 $ | -28,5 % | 8.622.412 $ | +207.501 $ | +2,5 % |
| WEST PACES ADVISORS INC. | 8.930.525 $ | +477.154 $ | +5,6 % | 8.453.371 $ | -123.609 $ | -1,4 % | 8.576.980 $ | +1.379.615 $ | +19,2 % | 7.197.365 $ | +1.051.486 $ | +17,1 % |
| Worth Asset Management, LLC | 8.039.206 $ | -510.523 $ | -6,0 % | 8.549.729 $ | -379.931 $ | -4,3 % | 8.929.660 $ | +5.229.765 $ | +141,3 % | 3.699.895 $ | -1.609.176 $ | -30,3 % |
| FIDELITY D & D BANCORP INC | 8.922.423 $ | +2.163.669 $ | +32,0 % | 6.758.754 $ | +784.774 $ | +13,1 % | 5.973.980 $ | -144.783 $ | -2,4 % | 6.118.763 $ | +740.699 $ | +13,8 % |
| NI ACQUISITIONS COMPANY, LLC | 8.921.546 $ | |||||||||||
| IF Advisors, LLC | 4.204.832 $ | -4.427.468 $ | -51,3 % | 8.632.300 $ | -273.064 $ | -3,1 % | 8.905.364 $ | |||||
| RESOLUTE WEALTH ADVISOR, INC. | 8.901.566 $ | +0 $ | +0,0 % | 8.901.566 $ | +0 $ | +0,0 % | ||||||
| SAGE RHINO CAPITAL LLC | 8.747.412 $ | -114.147 $ | -1,3 % | 8.861.559 $ | +295.239 $ | +3,4 % | 8.566.320 $ | -323.285 $ | -3,6 % | 8.889.605 $ | +542.739 $ | +6,5 % |
| V2 Financial group LLC | 8.875.524 $ | +1.913.676 $ | +27,5 % | 6.961.848 $ | -34.227 $ | -0,5 % | 6.996.075 $ | +1.239.662 $ | +21,5 % | 5.756.413 $ | +416.432 $ | +7,8 % |
| BRIGHTON SECURITIES CORP. | 8.866.966 $ | +1.017.913 $ | +13,0 % | 7.849.053 $ | -168.368 $ | -2,1 % | 8.017.421 $ | +342.682 $ | +4,5 % | 7.674.739 $ | +628.325 $ | +8,9 % |
| Trajan Wealth LLC | 8.859.957 $ | +357.157 $ | +4,2 % | 8.502.800 $ | +150.291 $ | +1,8 % | 8.352.509 $ | -319.752 $ | -3,7 % | 8.672.261 $ | +903.243 $ | +11,6 % |
| FIRST UNITED BANK & TRUST | 8.854.580 $ | +851.056 $ | +10,6 % | 8.003.524 $ | +3.263.494 $ | +68,8 % | 4.740.030 $ | +1.133.752 $ | +31,4 % | 3.606.278 $ | +891.380 $ | +32,8 % |
| Sargent Investment Group, LLC | 8.853.340 $ | +250.193 $ | +2,9 % | 8.603.147 $ | +222.589 $ | +2,7 % | 8.380.558 $ | +450.061 $ | +5,7 % | 7.930.497 $ | -200.841 $ | -2,5 % |
| SEAMOUNT FINANCIAL GROUP INC | 8.846.784 $ | +1.330.739 $ | +17,7 % | 7.516.045 $ | -36.886 $ | -0,5 % | 7.552.931 $ | +409.246 $ | +5,7 % | 7.143.685 $ | +783.700 $ | +12,3 % |
| Comprehensive Financial Consultants Institutional, Inc. | 8.839.596 $ | +579.017 $ | +7,0 % | 8.260.579 $ | +270.656 $ | +3,4 % | 7.989.923 $ | -762.192 $ | -8,7 % | 8.752.115 $ | +1.362.809 $ | +18,4 % |
| Fortress Wealth Management, Inc. | 8.836.713 $ | -363.719 $ | -4,0 % | |||||||||
| Hartford Financial Management Inc. | 8.284.371 $ | +3.604.063 $ | +77,0 % | 4.680.308 $ | -4.152.420 $ | -47,0 % | 8.832.728 $ | +309.519 $ | +3,6 % | 8.523.209 $ | -954.175 $ | -10,1 % |
| Optivise Advisory Services LLC | 8.818.977 $ | +4.919.443 $ | +126,2 % | 3.899.534 $ | -675.648 $ | -14,8 % | 4.575.182 $ | +2.161.177 $ | +89,5 % | 2.414.005 $ | -2.390.626 $ | -49,8 % |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 8.814.814 $ | +1.113.556 $ | +14,5 % | 7.701.258 $ | +164.997 $ | +2,2 % | 7.536.261 $ | |||||
| WT Wealth Management | 8.066.935 $ | +600.647 $ | +8,0 % | 7.466.288 $ | -1.258.496 $ | -14,4 % | 8.724.784 $ | -89.424 $ | -1,0 % | 8.814.208 $ | -915.008 $ | -9,4 % |
| LANGLEY WEALTH MANAGEMENT, LLC | 8.812.712 $ | |||||||||||
| Premier Private Wealth Management LLC | 8.797.293 $ | +1.710.440 $ | +24,1 % | 7.086.853 $ | +967.400 $ | +15,8 % | 6.119.453 $ | |||||
| AIFG Consultants Ltd. | 7.102.917 $ | -1.670.934 $ | -19,0 % | 8.773.851 $ | -212.661 $ | -2,4 % | ||||||
| EVERETT HARRIS & CO /CA/ | 8.763.180 $ | +1.130.519 $ | +14,8 % | 7.632.661 $ | +251.392 $ | +3,4 % | 7.381.269 $ | +53.496 $ | +0,7 % | 7.327.773 $ | +446.137 $ | +6,5 % |
| FIRST MERCHANTS CORP | 8.749.726 $ | +1.679.796 $ | +23,8 % | 7.069.930 $ | +1.279.868 $ | +22,1 % | 5.790.062 $ | +185.214 $ | +3,3 % | 5.604.848 $ | +582.379 $ | +11,6 % |
| Sierra Capital LLC | 8.747.000 $ | +174.000 $ | +2,0 % | 8.573.000 $ | +2.042.000 $ | +31,3 % | 6.531.000 $ | +407.000 $ | +6,6 % | |||
| MidFirst Bank | 8.742.283 $ | +1.848.788 $ | +26,8 % | 6.893.495 $ | +611.108 $ | +9,7 % | 6.282.387 $ | |||||
| Performa Ltd (US), LLC | 8.729.846 $ | +1.141.620 $ | +15,0 % | 7.588.226 $ | -118.661 $ | -1,5 % | 7.706.887 $ | +252.168 $ | +3,4 % | 7.454.719 $ | +132.340 $ | +1,8 % |
| Whipplewood Advisors, LLC | 5.012.554 $ | -2.630.341 $ | -34,4 % | 7.642.895 $ | -417.021 $ | -5,2 % | 8.059.916 $ | -666.134 $ | -7,6 % | 8.726.050 $ | -346.417 $ | -3,8 % |
| Oasis Advisors, LLC | 4.566.851 $ | -4.153.202 $ | -47,6 % | 8.720.053 $ | +6.400.134 $ | +275,9 % | 2.319.919 $ | |||||
| CarsonAllaria Wealth Management, Ltd. | 8.715.905 $ | +1.503.554 $ | +20,8 % | 7.212.351 $ | +232.407 $ | +3,3 % | 6.979.944 $ | +265.854 $ | +4,0 % | 6.714.090 $ | +843.722 $ | +14,4 % |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 4.265.597 $ | -432.577 $ | -9,2 % | 4.698.174 $ | -4.009.854 $ | -46,0 % | 8.708.028 $ | +186.527 $ | +2,2 % | 8.521.501 $ | +1.084.075 $ | +14,6 % |
| Integrity Financial Corp /WA | 8.413.721 $ | +382.330 $ | +4,8 % | 8.031.391 $ | -239.960 $ | -2,9 % | 8.271.351 $ | -435.249 $ | -5,0 % | 8.706.600 $ | -8.216.384 $ | -48,6 % |
| SECURIAN ASSET MANAGEMENT, INC | 8.695.919 $ | +390.034 $ | +4,7 % | 8.305.885 $ | +3.663 $ | +0,0 % | 8.302.222 $ | +842.580 $ | +11,3 % | 7.459.642 $ | +648.596 $ | +9,5 % |
| Boyce & Associates Wealth Consulting, Inc. | 5.758.380 $ | +1.172.859 $ | +25,6 % | 4.585.521 $ | -3.744.389 $ | -45,0 % | 8.329.910 $ | -365.720 $ | -4,2 % | 8.695.630 $ | -155.003 $ | -1,8 % |
| ATLANTIC FAMILY WEALTH, LLC | 8.662.607 $ | +1.107.856 $ | +14,7 % | 7.554.751 $ | +294.721 $ | +4,1 % | 7.260.030 $ | +466.036 $ | +6,9 % | 6.793.994 $ | +1.957.208 $ | +40,5 % |
| Ascentis Wealth Management, LLC | 7.678.509 $ | -976.798 $ | -11,3 % | 8.655.307 $ | +1.647.942 $ | +23,5 % | 7.007.365 $ | +1.452.897 $ | +26,2 % | 5.554.468 $ | -224.261 $ | -3,9 % |
| Bouvel Investment Partners, LLC | 378.744 $ | -8.270.819 $ | -95,6 % | 8.649.563 $ | +11.935 $ | +0,1 % | 8.637.628 $ | +890.243 $ | +11,5 % | 7.747.385 $ | -326.736 $ | -4,0 % |
| CORE WEALTH ADVISORS, LLC | 5.669.984 $ | -2.127.159 $ | -27,3 % | 7.797.143 $ | -845.785 $ | -9,8 % | 8.642.928 $ | |||||
| Olistico Wealth, LLC | 8.637.229 $ | +1.386.203 $ | +19,1 % | 7.251.026 $ | +88.206 $ | +1,2 % | 7.162.820 $ | +681.385 $ | +10,5 % | 6.481.435 $ | +313.247 $ | +5,1 % |
| GAM Holding AG | 8.635.987 $ | +368.659 $ | +4,5 % | 8.267.328 $ | +154.082 $ | +1,9 % | 8.113.246 $ | +255.846 $ | +3,3 % | 7.857.400 $ | +185.986 $ | +2,4 % |
| Glen Eagle Advisors, LLC | 8.634.086 $ | +1.329.552 $ | +18,2 % | 7.304.534 $ | -187.164 $ | -2,5 % | 7.491.698 $ | -569.492 $ | -7,1 % | 8.061.190 $ | +859.353 $ | +11,9 % |
| Newport Capital Group, LLC | 8.631.866 $ | +528.432 $ | +6,5 % | 8.103.434 $ | -385.617 $ | -4,5 % | 8.489.051 $ | +1.143.771 $ | +15,6 % | 7.345.280 $ | -368.072 $ | -4,8 % |
| Ledgewood Wealth Advisors, LLC | 8.629.984 $ | -1.456.312 $ | -14,4 % | |||||||||
| Selective Wealth Management, Inc. | 6.363.921 $ | -283.542 $ | -4,3 % | 6.647.463 $ | -521.164 $ | -7,3 % | 7.168.627 $ | -1.444.567 $ | -16,8 % | 8.613.194 $ | -105.751 $ | -1,2 % |
| United Financial Planning Group LLC | 8.568.092 $ | +1.575.115 $ | +22,5 % | 6.992.977 $ | +202.974 $ | +3,0 % | 6.790.003 $ | -92.829 $ | -1,3 % | 6.882.832 $ | ||
| Landmark Wealth Management, LLC | 8.566.965 $ | +1.187.868 $ | +16,1 % | 7.379.097 $ | +1.404.500 $ | +23,5 % | 5.974.597 $ | +92.783 $ | +1,6 % | 5.881.814 $ | +740.814 $ | +14,4 % |
| NORDEN GROUP LLC | 7.429.252 $ | +196.683 $ | +2,7 % | 7.232.569 $ | -724.134 $ | -9,1 % | 7.956.703 $ | -600.591 $ | -7,0 % | 8.557.294 $ | -162.597 $ | -1,9 % |
| Charter Capital Management, LLC\DE | 8.554.268 $ | +1.449.122 $ | +20,4 % | 7.105.146 $ | -477.163 $ | -6,3 % | 7.582.309 $ | +506.100 $ | +7,2 % | 7.076.209 $ | +870.961 $ | +14,0 % |
| FEDERATED HERMES, INC. | 8.549.088 $ | +667.338 $ | +8,5 % | 7.881.750 $ | +1.025.310 $ | +15,0 % | 6.856.440 $ | +1.234.914 $ | +22,0 % | 5.621.526 $ | +1.407.420 $ | +33,4 % |
| SPIREPOINT PRIVATE CLIENT, LLC | 8.540.044 $ | +364.889 $ | +4,5 % | 8.175.155 $ | +673.696 $ | +9,0 % | 7.501.459 $ | +1.963.673 $ | +35,5 % | 5.537.786 $ | ||
| Three Seasons Wealth, LLC | 8.311.593 $ | +125.363 $ | +1,5 % | 8.186.230 $ | +7.282.749 $ | +806,1 % | 903.481 $ | -7.630.055 $ | -89,4 % | 8.533.536 $ | +7.394.195 $ | +649,0 % |
| Invariant Investment Management | 7.396.696 $ | -157.366 $ | -2,1 % | 7.554.062 $ | -972.060 $ | -11,4 % | 8.526.122 $ | |||||
| Portfolio Strategies, Inc. | 8.490.977 $ | +2.107.826 $ | +33,0 % | 6.383.151 $ | +5.160.316 $ | +422,0 % | 1.222.835 $ | -1.130.882 $ | -48,0 % | 2.353.717 $ | ||
| Clarity Wealth Advisors, LLC | 8.490.752 $ | +521.271 $ | +6,5 % | 7.969.481 $ | +18.813 $ | +0,2 % | 7.950.668 $ | +19.100 $ | +0,2 % | 7.931.568 $ | +659.076 $ | +9,1 % |
| Independent Solutions Wealth Management, LLC | 8.300.560 $ | -184.510 $ | -2,2 % | 8.485.070 $ | +4.850.988 $ | +133,5 % | 3.634.082 $ | -1.654.336 $ | -31,3 % | 5.288.418 $ | +445.968 $ | +9,2 % |
| Cordgrass Capital Advisors, LLC | 3.872.602 $ | -4.607.240 $ | -54,3 % | 8.479.842 $ | +1.184.461 $ | +16,2 % | 7.295.381 $ | -5.149 $ | -0,1 % | 7.300.530 $ | +645.533 $ | +9,7 % |
| Uptown Financial Advisors LLC | 8.457.717 $ | +811.871 $ | +10,6 % | 7.645.846 $ | +631.315 $ | +9,0 % | 7.014.531 $ | +100.088 $ | +1,4 % | 6.914.443 $ | +655.610 $ | +10,5 % |
| Galilei Investment Office LLP | 8.449.680 $ | +1.509.555 $ | +21,8 % | 6.940.125 $ | +251.735 $ | +3,8 % | 6.688.390 $ | +129.350 $ | +2,0 % | 6.559.040 $ | +586.055 $ | +9,8 % |
| A4 Wealth Advisors LLC | 8.446.854 $ | +684.769 $ | +8,8 % | 7.762.085 $ | -550.497 $ | -6,6 % | 8.312.582 $ | +4.808.470 $ | +137,2 % | 3.504.112 $ | ||
| SIGMA INVESTMENT COUNSELORS INC | 8.438.618 $ | +1.200.657 $ | +16,6 % | 7.237.961 $ | +62.258 $ | +0,9 % | 7.175.703 $ | -107.103 $ | -1,5 % | 7.282.806 $ | +530.963 $ | +7,9 % |
| JT Stratford LLC | 8.354.890 $ | +598.304 $ | +7,7 % | 7.756.586 $ | -663.785 $ | -7,9 % | 8.420.371 $ | +105.197 $ | +1,3 % | 8.315.174 $ | +2.168.296 $ | +35,3 % |
| Nicholson Meyer Capital Management, Inc. | 8.393.223 $ | +749.837 $ | +9,8 % | 7.643.386 $ | +1.716.443 $ | +29,0 % | 5.926.943 $ | +281.838 $ | +5,0 % | 5.645.105 $ | -1.940.245 $ | -25,6 % |
| Edgestream Partners, L.P. | 738.336 $ | -1.949.565 $ | -72,5 % | 2.687.901 $ | -5.702.398 $ | -68,0 % | 8.390.299 $ | +3.568.057 $ | +74,0 % | 4.822.242 $ | -129.194 $ | -2,6 % |
| Benchmark Financial, LLC | 7.287.713 $ | -1.068.562 $ | -12,8 % | 8.356.275 $ | +1.725.809 $ | +26,0 % | 6.630.466 $ | |||||
| Spartan Wealth Advisory Services LLC | 8.355.940 $ | +772.708 $ | +10,2 % | 7.583.232 $ | ||||||||
| Mission Hills Financial Advisory, LLC | 7.516.165 $ | -837.760 $ | -10,0 % | 8.353.925 $ | +398.015 $ | +5,0 % | 7.955.910 $ | +433.517 $ | +5,8 % | 7.522.393 $ | +610.608 $ | +8,8 % |
| HERBST GROUP, LLC | 6.228.971 $ | +2.247.922 $ | +56,5 % | 3.981.049 $ | -1.753.971 $ | -30,6 % | 5.735.020 $ | -2.615.149 $ | -31,3 % | 8.350.169 $ | +300.628 $ | +3,7 % |
| Mills Wealth Advisors LLC | 1.819.782 $ | -5.001.117 $ | -73,3 % | 6.820.899 $ | -1.527.415 $ | -18,3 % | 8.348.314 $ | +498.285 $ | +6,3 % | |||
| HOWARD BAILEY SECURITIES, LLC | 8.346.016 $ | +1.531.902 $ | +22,5 % | 6.814.114 $ | -61.799 $ | -0,9 % | 6.875.913 $ | +504.106 $ | +7,9 % | 6.371.807 $ | +851.320 $ | +15,4 % |
| BOSTON RESEARCH & MANAGEMENT INC | 8.345.480 $ | +1.140.480 $ | +15,8 % | 7.205.000 $ | +223.000 $ | +3,2 % | 6.982.000 $ | -70.000 $ | -1,0 % | 7.052.000 $ | +629.000 $ | +9,8 % |
| BETO FINANCIAL GROUP, LLC | 7.841.939 $ | -478.626 $ | -5,8 % | 8.320.565 $ | +4.708.905 $ | +130,4 % | 3.611.660 $ | |||||
| CHATHAM CAPITAL GROUP, INC. | 8.139.276 $ | -13.007 $ | -0,2 % | 8.152.283 $ | +53.142 $ | +0,7 % | 8.099.141 $ | -215.202 $ | -2,6 % | 8.314.343 $ | -371.880 $ | -4,3 % |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 8.313.475 $ | +193.695 $ | +2,4 % | 8.119.780 $ | +34.380 $ | +0,4 % | 8.085.400 $ | +1.476.691 $ | +22,3 % | 6.608.709 $ | +2.113.907 $ | +47,0 % |
| ARWA LLC | 8.306.021 $ | +1.302.554 $ | +18,6 % | 7.003.467 $ | +2.571.904 $ | +58,0 % | 4.431.563 $ | |||||
| Noble Wealth Management PBC | 6.554.414 $ | -94.371 $ | -1,4 % | 6.648.785 $ | -843.646 $ | -11,3 % | 7.492.431 $ | -804.279 $ | -9,7 % | 8.296.710 $ | ||
| 1ST SOURCE BANK | 5.598.000 $ | -2.681.288 $ | -32,4 % | 8.279.288 $ | +190.222 $ | +2,4 % | 8.089.066 $ | +189.055 $ | +2,4 % | 7.900.011 $ | +106.342 $ | +1,4 % |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7.353.568 $ | -807.575 $ | -9,9 % | 8.161.143 $ | -114.301 $ | -1,4 % | 8.275.444 $ | +4.344.785 $ | +110,5 % | 3.930.659 $ | +350.779 $ | +9,8 % |
| WEALTH EFFECTS LLC | 8.274.822 $ | +693.365 $ | +9,1 % | 7.581.457 $ | +107.067 $ | +1,4 % | 7.474.390 $ | +622.433 $ | +9,1 % | 6.851.957 $ | +618.157 $ | +9,9 % |
| LWM Advisory Services, LLC | 1.134.226 $ | -1.862.034 $ | -62,1 % | 2.996.260 $ | -5.243.182 $ | -63,6 % | 8.239.442 $ | +300.312 $ | +3,8 % | 7.939.130 $ | +1.645.609 $ | +26,1 % |
| Slagle Financial, LLC | 8.235.431 $ | +1.446.956 $ | +21,3 % | 6.788.475 $ | +1.194.923 $ | +21,4 % | 5.593.552 $ | +434.755 $ | +8,4 % | 5.158.797 $ | +255.700 $ | +5,2 % |
| MMA ASSET MANAGEMENT LLC | 6.853.982 $ | +665.487 $ | +10,8 % | 6.188.495 $ | -966.895 $ | -13,5 % | 7.155.390 $ | -1.079.549 $ | -13,1 % | 8.234.939 $ | +3.751.253 $ | +83,7 % |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 8.223.124 $ | +1.386.669 $ | +20,3 % | 6.836.455 $ | +768.931 $ | +12,7 % | 6.067.524 $ | +117.406 $ | +2,0 % | 5.950.118 $ | +923.780 $ | +18,4 % |
| Red Mountain Financial, LLC | 8.192.973 $ | +1.794.311 $ | +28,0 % | 6.398.662 $ | +252.115 $ | +4,1 % | 6.146.547 $ | +241.336 $ | +4,1 % | 5.905.211 $ | +391.785 $ | +7,1 % |
| STRATEGY ASSET MANAGERS LLC | 5.650.780 $ | -2.534.156 $ | -31,0 % | 8.184.936 $ | +231.957 $ | +2,9 % | 7.952.979 $ | +1.255.000 $ | +18,7 % | 6.697.979 $ | +1.326.044 $ | +24,7 % |
| Joseph P. Lucia & Associates, LLC | 8.173.748 $ | +1.532.684 $ | +23,1 % | 6.641.064 $ | +4.664 $ | +0,1 % | 6.636.400 $ | -352.091 $ | -5,0 % | 6.988.491 $ | +149.748 $ | +2,2 % |
| Mechanics Financial Corp | 8.173.071 $ | +1.761.934 $ | +27,5 % | 6.411.137 $ | +645.091 $ | +11,2 % | 5.766.046 $ | +144.540 $ | +2,6 % | 5.621.506 $ | +687.051 $ | +13,9 % |
| GERBER, LLC | 4.712.324 $ | -3.454.668 $ | -42,3 % | 8.166.992 $ | -2.030.051 $ | -19,9 % | ||||||
| Andina Capital Management, LLC | 6.903.677 $ | +537.679 $ | +8,4 % | 6.365.998 $ | -1.205.158 $ | -15,9 % | 7.571.156 $ | -594.993 $ | -7,3 % | 8.166.149 $ | +3.521.107 $ | +75,8 % |
| Kuhn & Co Investment Counsel | 8.158.578 $ | +807.548 $ | +11,0 % | 7.351.030 $ | +22.500 $ | +0,3 % | 7.328.530 $ | +534.730 $ | +7,9 % | 6.793.800 $ | -70.622 $ | -1,0 % |
| Towerpoint Wealth, LLC | 8.150.166 $ | +313.615 $ | +4,0 % | 7.836.551 $ | +222.619 $ | +2,9 % | 7.613.932 $ | +170.164 $ | +2,3 % | 7.443.768 $ | +616.984 $ | +9,0 % |
| Empirical Asset Management, LLC | 8.144.095 $ | +1.302.517 $ | +19,0 % | 6.841.578 $ | -177.452 $ | -2,5 % | 7.019.030 $ | +90.523 $ | +1,3 % | 6.928.507 $ | +1.256.026 $ | +22,1 % |
| First Bank & Trust | 7.486.971 $ | +75.867 $ | +1,0 % | 7.411.104 $ | -731.490 $ | -9,0 % | 8.142.594 $ | +136.355 $ | +1,7 % | 8.006.239 $ | +567.506 $ | +7,6 % |
| Inscription Capital, LLC | 8.137.925 $ | +2.064.299 $ | +34,0 % | 6.073.626 $ | +806.178 $ | +15,3 % | 5.267.448 $ | +854.402 $ | +19,4 % | 4.413.046 $ | +462.868 $ | +11,7 % |
| WATERSHED PRIVATE WEALTH LLC | 7.371.027 $ | -204.898 $ | -2,7 % | 7.575.925 $ | -553.777 $ | -6,8 % | 8.129.702 $ | +2.307.745 $ | +39,6 % | 5.821.957 $ | +41.738 $ | +0,7 % |
| VeraBank, N.A. | 3.569.932 $ | -2.382.984 $ | -40,0 % | 5.952.916 $ | -502.360 $ | -7,8 % | 6.455.276 $ | -1.671.200 $ | -20,6 % | 8.126.476 $ | -2.465.858 $ | -23,3 % |
| TRANSCEND CAPITAL ADVISORS, LLC | 8.122.772 $ | +783.311 $ | +10,7 % | 7.339.461 $ | -143.646 $ | -1,9 % | 7.483.107 $ | -606.627 $ | -7,5 % | 8.089.734 $ | +627.519 $ | +8,4 % |
| Boston Trust Walden Corp | 8.102.166 $ | +1.043.745 $ | +14,8 % | 7.058.421 $ | +6.615.508 $ | +1.493,6 % | 442.913 $ | -49.312 $ | -10,0 % | 492.225 $ | +146.632 $ | +42,4 % |
| Laird Norton Wetherby Trust Company, LLC | 8.086.893 $ | +1.277.976 $ | +18,8 % | 6.808.917 $ | +3.276 $ | +0,0 % | 6.805.641 $ | +5.947.033 $ | +692,6 % | 858.608 $ | +76.717 $ | +9,8 % |
| Legacy Financial Strategies, LLC | 8.086.383 $ | +2.212.126 $ | +37,7 % | 5.874.257 $ | -351.650 $ | -5,6 % | 6.225.907 $ | +43.309 $ | +0,7 % | 6.182.598 $ | +3.791.993 $ | +158,6 % |
| HERITAGE INVESTORS MANAGEMENT CORP | 8.074.000 $ | +1.054.000 $ | +15,0 % | 7.020.000 $ | +78.000 $ | +1,1 % | 6.942.000 $ | +59.000 $ | +0,9 % | 6.883.000 $ | -112.000 $ | -1,6 % |
| PRELUDE CAPITAL MANAGEMENT, LLC | 888.745 $ | +263.145 $ | +42,1 % | 625.600 $ | -264.100 $ | -29,7 % | 889.700 $ | -7.162.600 $ | -89,0 % | 8.052.300 $ | +2.935.800 $ | +57,4 % |
| Pointe Capital Management LLC | 8.038.462 $ | +370.337 $ | +4,8 % | 7.668.125 $ | +137.799 $ | +1,8 % | 7.530.326 $ | +434.986 $ | +6,1 % | |||
| 1776 Wealth LLC | 8.036.944 $ | +234.834 $ | +3,0 % | 7.802.110 $ | +108.199 $ | +1,4 % | 7.693.911 $ | +473.988 $ | +6,6 % | 7.219.923 $ | +433.324 $ | +6,4 % |
| GENTRY PRIVATE WEALTH, LLC | 8.033.816 $ | +1.364.982 $ | +20,5 % | 6.668.834 $ | +2.562.029 $ | +62,4 % | 4.106.805 $ | +874.575 $ | +27,1 % | 3.232.230 $ | +2.476.078 $ | +327,5 % |
| Allie Family Office LLC | 8.033.718 $ | +172.979 $ | +2,2 % | 7.860.739 $ | +334.629 $ | +4,4 % | 7.526.110 $ | +199.962 $ | +2,7 % | 7.326.148 $ | +2.392.135 $ | +48,5 % |
| Clearstead Trust, LLC | 6.596.059 $ | -1.437.375 $ | -17,9 % | 8.033.434 $ | +89.222 $ | +1,1 % | 7.944.212 $ | +2.824.088 $ | +55,2 % | 5.120.124 $ | +3.412.316 $ | +199,8 % |
| BankPlus Wealth Management LLC | 8.023.793 $ | +1.851.931 $ | +30,0 % | 6.171.862 $ | +870.715 $ | +16,4 % | 5.301.147 $ | +596.992 $ | +12,7 % | 4.704.155 $ | +1.394.671 $ | +42,1 % |
| TFB Advisors LLC | 3.985.490 $ | +1.348.240 $ | +51,1 % | 2.637.250 $ | -5.366.415 $ | -67,0 % | 8.003.665 $ | +286.360 $ | +3,7 % | 7.717.305 $ | -208.591 $ | -2,6 % |
| Clark Wealth Partners | 8.002.239 $ | +1.637.729 $ | +25,7 % | 6.364.510 $ | -339.365 $ | -5,1 % | 6.703.875 $ | +0 $ | +0,0 % | 6.703.875 $ | -10.072.587 $ | -60,0 % |
| Pembroke Management, LTD | 7.987.930 $ | +4.119.525 $ | +106,5 % | 3.868.405 $ | +74.575 $ | +2,0 % | 3.793.830 $ | -3.953 $ | -0,1 % | 3.797.783 $ | +339.335 $ | +9,8 % |
| Chemistry Wealth Management LLC | 7.983.583 $ | +1.427.949 $ | +21,8 % | 6.555.634 $ | -256.498 $ | -3,8 % | 6.812.132 $ | +647.274 $ | +10,5 % | 6.164.858 $ | +693.315 $ | +12,7 % |
| Post Resch Tallon Group Inc. | 7.983.473 $ | +533.646 $ | +7,2 % | 7.449.827 $ | +136.582 $ | +1,9 % | 7.313.245 $ | +407.550 $ | +5,9 % | 6.905.695 $ | +836.517 $ | +13,8 % |
| Vavra Capital Management, LLC | 7.942.637 $ | +106.760 $ | +1,4 % | 7.835.877 $ | +399.474 $ | +5,4 % | 7.436.403 $ | |||||
| Harbor Group, Inc. | 7.941.154 $ | +2.660.861 $ | +50,4 % | 5.280.293 $ | +961.035 $ | +22,3 % | 4.319.258 $ | +746.891 $ | +20,9 % | 3.572.367 $ | +1.868.278 $ | +109,6 % |
| Lionsbridge Wealth Management LLC | 2.351.159 $ | -7.685 $ | -0,3 % | 2.358.844 $ | -3.792.804 $ | -61,7 % | 6.151.648 $ | -1.786.476 $ | -22,5 % | 7.938.124 $ | +2.527.726 $ | +46,7 % |
| Navis Wealth Advisors, LLC | 2.903.447 $ | -1.197.219 $ | -29,2 % | 4.100.666 $ | -3.816.136 $ | -48,2 % | 7.916.802 $ | +6.331.384 $ | +399,4 % | 1.585.418 $ | +116.654 $ | +7,9 % |
| Capstone Wealth Management Group, Inc. | 7.909.960 $ | |||||||||||
| BRIGHT FINANCIAL ADVISORS, INC. | 7.908.252 $ | +515.815 $ | +7,0 % | 7.392.437 $ | +1.379.778 $ | +22,9 % | 6.012.659 $ | +802.741 $ | +15,4 % | 5.209.918 $ | +691.227 $ | +15,3 % |
| Coral Wealth Management, LLC | 7.893.161 $ | +2.003.161 $ | +34,0 % | 5.890.000 $ | ||||||||
| Fjell Capital, LLC | 7.883.837 $ | +528.723 $ | +7,2 % | 7.355.114 $ | +42.622 $ | +0,6 % | 7.312.492 $ | +79.375 $ | +1,1 % | 7.233.117 $ | -124.967 $ | -1,7 % |
| Rossby Financial, LCC | 7.882.982 $ | +2.322.327 $ | +41,8 % | 5.560.655 $ | +3.807.422 $ | +217,2 % | 1.753.233 $ | +54.986 $ | +3,2 % | 1.698.247 $ | +459.799 $ | +37,1 % |
| GatePass Capital, LLC | 7.870.959 $ | +3.151.453 $ | +66,8 % | 4.719.506 $ | -216.971 $ | -4,4 % | 4.936.477 $ | +1.139.666 $ | +30,0 % | 3.796.811 $ | +483.501 $ | +14,6 % |
| Armbruster Capital Management, Inc. | 7.855.064 $ | +849.122 $ | +12,1 % | 7.005.942 $ | +424.100 $ | +6,4 % | 6.581.842 $ | -131.242 $ | -2,0 % | 6.713.084 $ | +861.042 $ | +14,7 % |
| Daner Wealth Management, LLC | 7.846.301 $ | -1.330 $ | -0,0 % | 7.847.631 $ | +374.827 $ | +5,0 % | 7.472.804 $ | +633.498 $ | +9,3 % | 6.839.306 $ | +221.148 $ | +3,3 % |
| Ellsworth Advisors, LLC | 6.659.483 $ | +1.810.457 $ | +37,3 % | 4.849.026 $ | -2.994.428 $ | -38,2 % | 7.843.454 $ | +451.310 $ | +6,1 % | 7.392.144 $ | +4.801.544 $ | +185,3 % |
| Seneca House Advisors | 7.837.440 $ | +7.436.776 $ | +1.856,1 % | 400.664 $ | ||||||||
| PFS Partners, LLC | 7.831.608 $ | +375.824 $ | +5,0 % | 7.455.784 $ | +38.999 $ | +0,5 % | 7.416.785 $ | -154.418 $ | -2,0 % | 7.571.203 $ | +22.675 $ | +0,3 % |
| TSG Advice Partners, LLC | 7.829.535 $ | +4.992.382 $ | +176,0 % | 2.837.153 $ | ||||||||
| Virtu Financial LLC | 3.590.000 $ | -3.321.000 $ | -48,1 % | 6.911.000 $ | -912.000 $ | -11,7 % | 7.823.000 $ | +1.370.000 $ | +21,2 % | 6.453.000 $ | -3.259.000 $ | -33,6 % |
| VVR Holdings LLC | 7.813.821 $ | +4.386.608 $ | +128,0 % | 3.427.213 $ | +632.443 $ | +22,6 % | 2.794.770 $ | |||||
| INTEGRAL INVESTMENT ADVISORS, INC. | 7.658.902 $ | -140.053 $ | -1,8 % | 7.798.955 $ | +622.336 $ | +8,7 % | 7.176.619 $ | +148.563 $ | +2,1 % | 7.028.056 $ | +64.347 $ | +0,9 % |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 7.795.221 $ | +3.731.780 $ | +91,8 % | 4.063.441 $ | -830.842 $ | -17,0 % | 4.894.283 $ | -1.922.306 $ | -28,2 % | 6.816.589 $ | -183.095 $ | -2,6 % |
| W1M Asset Management Ltd | 7.791.333 $ | +463.867 $ | +6,3 % | 7.327.466 $ | +802.486 $ | +12,3 % | 6.524.980 $ | +5.433.605 $ | +497,9 % | 1.091.375 $ | +735.012 $ | +206,3 % |
| Concord Asset Management, LLC/VA | 7.787.992 $ | +271.953 $ | +3,6 % | 7.516.039 $ | +780.666 $ | +11,6 % | 6.735.373 $ | +573.725 $ | +9,3 % | 6.161.648 $ | -10.053.609 $ | -62,0 % |
| TORONTO DOMINION BANK | 7.783.701 $ | +7.753.301 $ | +25.504,3 % | 30.400 $ | +29.358 $ | +2.817,5 % | 1.042 $ | -57.495 $ | -98,2 % | 58.537 $ | ||
| Turning Point Benefit Group, Inc. | 7.779.396 $ | +2.861.090 $ | +58,2 % | 4.918.306 $ | -1.169.992 $ | -19,2 % | 6.088.298 $ | +202.009 $ | +3,4 % | 5.886.289 $ | +1.489.600 $ | +33,9 % |
| TrustBank | 7.775.153 $ | +341.615 $ | +4,6 % | 7.433.538 $ | +1.262.187 $ | +20,5 % | 6.171.351 $ | |||||
| Delos Wealth Advisors, LLC | 7.757.066 $ | +399.167 $ | +5,4 % | 7.357.899 $ | +493.367 $ | +7,2 % | 6.864.532 $ | -52.663 $ | -0,8 % | 6.917.195 $ | +655.234 $ | +10,5 % |
| Custos Family Office, LLC | 7.517.339 $ | +1.382.012 $ | +22,5 % | 6.135.327 $ | +458.587 $ | +8,1 % | 5.676.740 $ | -2.071.671 $ | -26,7 % | 7.748.411 $ | -9.432.767 $ | -54,9 % |
| Lewis Asset Management, LLC | 7.730.660 $ | +811.549 $ | +11,7 % | 6.919.111 $ | +2.104.983 $ | +43,7 % | 4.814.128 $ | +253.258 $ | +5,6 % | 4.560.870 $ | +931.332 $ | +25,7 % |
| Polaris Investment Advisors, LLC | 7.041.536 $ | -686.406 $ | -8,9 % | 7.727.942 $ | +257.658 $ | +3,4 % | 7.470.284 $ | |||||
| SOA Wealth Advisors, LLC. | 7.718.977 $ | +1.327.666 $ | +20,8 % | 6.391.311 $ | +204.078 $ | +3,3 % | 6.187.233 $ | +298.043 $ | +5,1 % | 5.889.190 $ | +1.240.098 $ | +26,7 % |
| Timmons Wealth Management, LLC | 7.716.227 $ | +833.275 $ | +12,1 % | 6.882.952 $ | +5.464 $ | +0,1 % | 6.877.488 $ | |||||
| Anfield Capital Management, LLC | 505.473 $ | -7.206.379 $ | -93,4 % | 7.711.852 $ | +58.800 $ | +0,8 % | 7.653.052 $ | +869.282 $ | +12,8 % | |||
| Kroeger Financial Partners | 7.703.369 $ | |||||||||||
| Insight Inv LLC | 7.690.231 $ | +1.288.391 $ | +20,1 % | 6.401.840 $ | +643.708 $ | +11,2 % | 5.758.132 $ | +627.335 $ | +12,2 % | 5.130.797 $ | -392.195 $ | -7,1 % |
| Elevated Capital Advisors, LLC | 7.682.812 $ | +496.620 $ | +6,9 % | 7.186.192 $ | +161.177 $ | +2,3 % | 7.025.015 $ | +167.673 $ | +2,4 % | 6.857.342 $ | +31.540 $ | +0,5 % |
| Ameliora Wealth Management Ltd. | 7.681.469 $ | +740.284 $ | +10,7 % | 6.941.185 $ | +6.835.598 $ | +6.473,9 % | 105.587 $ | +32.152 $ | +43,8 % | 73.435 $ | +34.909 $ | +90,6 % |
| INSPIRION WEALTH ADVISORS, LLC | 5.675.560 $ | -630.556 $ | -10,0 % | 6.306.116 $ | -291.688 $ | -4,4 % | 6.597.804 $ | -1.071.743 $ | -14,0 % | 7.669.547 $ | +653.920 $ | +9,3 % |
| THREADGILL FINANCIAL, LLC | 4.333.752 $ | -2.263.818 $ | -34,3 % | 6.597.570 $ | -1.060.902 $ | -13,9 % | 7.658.472 $ | +1.968.911 $ | +34,6 % | 5.689.561 $ | ||
| Focused Wealth Management, Inc | 7.650.096 $ | +327.675 $ | +4,5 % | 7.322.421 $ | -149.201 $ | -2,0 % | 7.471.622 $ | +776.153 $ | +11,6 % | 6.695.469 $ | +265.924 $ | +4,1 % |
| Harpswell Capital Advisors, LLC | 6.968.337 $ | +637.559 $ | +10,1 % | 6.330.778 $ | +950.741 $ | +17,7 % | 5.380.037 $ | -2.267.659 $ | -29,7 % | 7.647.696 $ | ||
| Sloy Dahl & Holst, LLC | 7.632.163 $ | +494.754 $ | +6,9 % | 7.137.409 $ | +2.376 $ | +0,0 % | 7.135.033 $ | +79.839 $ | +1,1 % | 7.055.194 $ | +379.110 $ | +5,7 % |
| CWS Financial Advisors, LLC | 7.623.243 $ | +1.405.730 $ | +22,6 % | 6.217.513 $ | -539.318 $ | -8,0 % | 6.756.831 $ | +259.289 $ | +4,0 % | 6.497.542 $ | +639.926 $ | +10,9 % |
| GHP Investment Advisors, Inc. | 7.621.236 $ | +515.008 $ | +7,2 % | 7.106.228 $ | +80.185 $ | +1,1 % | 7.026.043 $ | -45.629 $ | -0,6 % | 7.071.672 $ | -39.769 $ | -0,6 % |
| Urban Financial Advisory Corp | 7.610.470 $ | +7.022.284 $ | +1.193,9 % | 588.186 $ | +69.105 $ | +13,3 % | 519.081 $ | +12.214 $ | +2,4 % | 506.867 $ | +82.019 $ | +19,3 % |
| Summitas Investment Management LLC | 5.904.918 $ | +536.888 $ | +10,0 % | 5.368.030 $ | -2.239.661 $ | -29,4 % | 7.607.691 $ | |||||
| Financial Alternatives, Inc | 7.322.802 $ | -226.011 $ | -3,0 % | 7.548.813 $ | -50.787 $ | -0,7 % | 7.599.600 $ | +435.504 $ | +6,1 % | 7.164.096 $ | -145.979 $ | -2,0 % |
| Beaumont Asset Management, L.L.C. | 7.598.959 $ | +1.219.903 $ | +19,1 % | 6.379.056 $ | -82.728 $ | -1,3 % | 6.461.784 $ | +168.292 $ | +2,7 % | 6.293.492 $ | -1.751.836 $ | -21,8 % |
| Clarius Group, LLC | 7.596.735 $ | +1.456.548 $ | +23,7 % | 6.140.187 $ | +1.248.448 $ | +25,5 % | ||||||
| Capstone Wealth Management Group LLC | 7.468.362 $ | -125.531 $ | -1,7 % | 7.593.893 $ | +224.014 $ | +3,0 % | 7.369.879 $ | +246.123 $ | +3,5 % | |||
| Lutz Financial Services LLC | 7.593.661 $ | +1.163.657 $ | +18,1 % | 6.430.004 $ | +194.241 $ | +3,1 % | 6.235.763 $ | +581.976 $ | +10,3 % | 5.653.787 $ | +432.294 $ | +8,3 % |
| Root Financial Partners, LLC | 7.587.958 $ | +385.345 $ | +5,4 % | 7.202.613 $ | +256.613 $ | +3,7 % | 6.946.000 $ | -307.138 $ | -4,2 % | 7.253.138 $ | +2.597.618 $ | +55,8 % |
| EVOLUTION WEALTH MANAGEMENT INC. | 7.579.249 $ | +3.030.630 $ | +66,6 % | 4.548.619 $ | +861.799 $ | +23,4 % | 3.686.820 $ | +1.167.303 $ | +46,3 % | 2.519.517 $ | +1.027.156 $ | +68,8 % |
| WEALTHGARDEN F.S. LLC | 7.576.231 $ | +2.191.919 $ | +40,7 % | 5.384.312 $ | -319.885 $ | -5,6 % | 5.704.197 $ | +802.247 $ | +16,4 % | 4.901.950 $ | -1.341.959 $ | -21,5 % |
| Institute for Wealth Management, LLC. | 5.150.910 $ | -343.219 $ | -6,2 % | 5.494.129 $ | -2.073.703 $ | -27,4 % | 7.567.832 $ | +443.058 $ | +6,2 % | 7.124.774 $ | +604.695 $ | +9,3 % |
| DEFINED WEALTH MANAGEMENT, LLC | 6.305.095 $ | -1.260.504 $ | -16,7 % | 7.565.599 $ | +357.036 $ | +5,0 % | 7.208.563 $ | +99.586 $ | +1,4 % | 7.108.977 $ | +661.296 $ | +10,3 % |
| Aurora Private Wealth, Inc. | 7.562.000 $ | +2.893.000 $ | +62,0 % | 4.669.000 $ | -1.281.000 $ | -21,5 % | 5.950.000 $ | +1.994.000 $ | +50,4 % | |||
| GEM Asset Management, LLC | 7.559.574 $ | +928.600 $ | +14,0 % | 6.630.974 $ | +27.653 $ | +0,4 % | 6.603.321 $ | +658.856 $ | +11,1 % | 5.944.465 $ | +775.325 $ | +15,0 % |
| PLANNING DIRECTIONS INC | 7.556.535 $ | +894.469 $ | +13,4 % | 6.662.066 $ | +390.203 $ | +6,2 % | 6.271.863 $ | -32.878 $ | -0,5 % | 6.304.741 $ | +396.065 $ | +6,7 % |
| Sharp Wealth Advisory, LLC | 7.556.257 $ | +6.866.987 $ | +996,3 % | 689.270 $ | -6.674.614 $ | -90,6 % | 7.363.884 $ | +538.329 $ | +7,9 % | 6.825.555 $ | +6.321.843 $ | +1.255,1 % |
| Northwest & Ethical Investments L.P. | 6.187.420 $ | -897.858 $ | -12,7 % | 7.085.278 $ | -464.411 $ | -6,2 % | 7.549.689 $ | +73.915 $ | +1,0 % | |||
| SAPIENT CAPITAL LLC | 7.545.270 $ | +1.533.288 $ | +25,5 % | 6.011.982 $ | -411.270 $ | -6,4 % | 6.423.252 $ | +2.633.528 $ | +69,5 % | 3.789.724 $ | +397.151 $ | +11,7 % |
| AtlasMark Financial, Inc | 7.537.264 $ | +2.066.686 $ | +37,8 % | 5.470.578 $ | +0 $ | +0,0 % | 5.470.578 $ | +221.902 $ | +4,2 % | 5.248.676 $ | +866.652 $ | +19,8 % |
| Circle Wealth Management, LLC | 7.509.805 $ | +806.233 $ | +12,0 % | 6.703.572 $ | +306.778 $ | +4,8 % | 6.396.794 $ | +99.276 $ | +1,6 % | 6.297.518 $ | +954.023 $ | +17,9 % |
| BROOKS, MOORE & ASSOCIATES, INC. | 7.503.374 $ | +1.147.922 $ | +18,1 % | 6.355.452 $ | +2.376.447 $ | +59,7 % | 3.979.005 $ | +170.095 $ | +4,5 % | 3.808.910 $ | +72.589 $ | +1,9 % |
| CAP Partners, LLC | 7.497.943 $ | +653.740 $ | +9,6 % | 6.844.203 $ | +395.030 $ | +6,1 % | 6.449.173 $ | -9.790 $ | -0,2 % | 6.458.963 $ | +269.057 $ | +4,3 % |
| EdgeRock Capital LLC | 7.489.206 $ | +221.724 $ | +3,1 % | 7.267.482 $ | +519.149 $ | +7,7 % | 6.748.333 $ | +589.750 $ | +9,6 % | 6.158.583 $ | -61.672 $ | -1,0 % |
| Berger Financial Group, Inc | 6.998.472 $ | +664.787 $ | +10,5 % | 6.333.685 $ | +806.981 $ | +14,6 % | 5.526.704 $ | -1.956.435 $ | -26,1 % | 7.483.139 $ | +661.458 $ | +9,7 % |
| Intesa Sanpaolo Wealth Management | 3.537.893 $ | -3.943.109 $ | -52,7 % | 7.481.002 $ | +94.652 $ | +1,3 % | 7.386.350 $ | |||||
| INSTRUMENTAL WEALTH, LLC | 558.189 $ | -170.073 $ | -23,4 % | 728.262 $ | +3.062 $ | +0,4 % | 725.200 $ | -6.754.981 $ | -90,3 % | 7.480.181 $ | -788.429 $ | -9,5 % |
| MJP ASSOCIATES INC /ADV | 7.476.493 $ | +1.053.131 $ | +16,4 % | 6.423.362 $ | +4.759.443 $ | +286,0 % | 1.663.919 $ | -157.466 $ | -8,6 % | 1.821.385 $ | -22.877.896 $ | -92,6 % |
| Marshall Financial Group, LLC | 7.444.151 $ | +653.655 $ | +9,6 % | 6.790.496 $ | -232.548 $ | -3,3 % | 7.023.044 $ | +142.900 $ | +2,1 % | 6.880.144 $ | -14.445.993 $ | -67,7 % |
| PEAK FINANCIAL ADVISORS LLC | 7.442.240 $ | +1.682.609 $ | +29,2 % | 5.759.631 $ | +1.347.177 $ | +30,5 % | 4.412.454 $ | -23.548 $ | -0,5 % | 4.436.002 $ | +600.100 $ | +15,6 % |
| HAZLETT, BURT & WATSON, INC. | 7.421.000 $ | +1.241.000 $ | +20,1 % | 6.180.000 $ | +1.103.000 $ | +21,7 % | 5.077.000 $ | +915.000 $ | +22,0 % | 4.162.000 $ | +348.000 $ | +9,1 % |
| Vivid Wealth Management, LLC | 7.419.939 $ | +131.926 $ | +1,8 % | 7.288.013 $ | +29.151 $ | +0,4 % | 7.258.862 $ | +285.886 $ | +4,1 % | 6.972.976 $ | +267.678 $ | +4,0 % |
| WMG Financial Advisors, LLC | 7.417.970 $ | +2.824.458 $ | +61,5 % | 4.593.512 $ | +2.671.834 $ | +139,0 % | 1.921.678 $ | -3.035.089 $ | -61,2 % | 4.956.767 $ | +1.202.216 $ | +32,0 % |
| Centennial Advisors, LLC | 7.403.470 $ | +2.967.613 $ | +66,9 % | 4.435.857 $ | +461.176 $ | +11,6 % | 3.974.681 $ | |||||
| Alliance Private Wealth, LLC | 7.368.653 $ | +684.230 $ | +10,2 % | 6.684.423 $ | -287.359 $ | -4,1 % | 6.971.782 $ | |||||
| Northside Capital Management, LLC | 7.365.932 $ | +259.847 $ | +3,7 % | 7.106.085 $ | +232.577 $ | +3,4 % | 6.873.508 $ | -183.110 $ | -2,6 % | 7.056.618 $ | +294.528 $ | +4,4 % |
| Gallacher Capital Management LLC | 5.464.515 $ | -1.469.955 $ | -21,2 % | 6.934.470 $ | -42.818 $ | -0,6 % | 6.977.288 $ | -383.308 $ | -5,2 % | 7.360.596 $ | +915.036 $ | +14,2 % |
| Price Capital Management, Inc. | 7.350.161 $ | |||||||||||
| NAPA WEALTH MANAGEMENT | 7.347.707 $ | +6.041.651 $ | +462,6 % | |||||||||
| Optimist Retirement Group LLC | 7.340.201 $ | +644.701 $ | +9,6 % | 6.695.500 $ | -48.031 $ | -0,7 % | 6.743.531 $ | +12.925 $ | +0,2 % | 6.730.606 $ | +196.743 $ | +3,0 % |
| CHAPIN DAVIS, INC. | 7.331.541 $ | +810.140 $ | +12,4 % | 6.521.401 $ | +334.395 $ | +5,4 % | 6.187.006 $ | +70.330 $ | +1,1 % | 6.116.676 $ | +295.602 $ | +5,1 % |
| Fi3 FINANCIAL ADVISORS, LLC | 7.330.960 $ | +6.460.428 $ | +742,1 % | 870.532 $ | -233.629 $ | -21,2 % | 1.104.161 $ | +45.083 $ | +4,3 % | 1.059.078 $ | -578.461 $ | -35,3 % |
| Pinnacle Family Advisors, LLC | 3.634.859 $ | -196.188 $ | -5,1 % | 3.831.047 $ | -3.485.150 $ | -47,6 % | 7.316.197 $ | +4.407.142 $ | +151,5 % | |||
| Apex Wealth Management, LLC | 7.306.876 $ | +82.305 $ | +1,1 % | 7.224.571 $ | +5.675.522 $ | +366,4 % | 1.549.049 $ | -5.620.127 $ | -78,4 % | 7.169.176 $ | +516.627 $ | +7,8 % |
| Legacy Financial Advisors, Inc. | 7.303.419 $ | +594.572 $ | +8,9 % | 6.708.847 $ | +394.798 $ | +6,3 % | 6.314.049 $ | +283.244 $ | +4,7 % | 6.030.805 $ | +2.280.238 $ | +60,8 % |
| First PREMIER Bank | 7.103.000 $ | +820.000 $ | +13,1 % | 6.283.000 $ | -374.000 $ | -5,6 % | 6.657.000 $ | -637.000 $ | -8,7 % | 7.294.000 $ | +193.000 $ | +2,7 % |
| Community Financial Services Group, LLC | 7.286.945 $ | +196.671 $ | +2,8 % | 7.090.274 $ | +171.013 $ | +2,5 % | 6.919.261 $ | -51.664 $ | -0,7 % | 6.970.925 $ | +193.620 $ | +2,9 % |
| Berbice Capital Management LLC | 5.562.307 $ | +1.545.069 $ | +38,5 % | 4.017.238 $ | -3.157.951 $ | -44,0 % | 7.175.189 $ | -104.633 $ | -1,4 % | 7.279.822 $ | +1.216.677 $ | +20,1 % |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 7.270.587 $ | +1.095.452 $ | +17,7 % | 6.175.135 $ | +13.246 $ | +0,2 % | 6.161.889 $ | +113.607 $ | +1,9 % | 6.048.282 $ | +6.976 $ | +0,1 % |
| Aurdan Capital Management, LLC | 7.255.474 $ | +1.515.067 $ | +26,4 % | 5.740.407 $ | -473.864 $ | -7,6 % | 6.214.271 $ | -19.807 $ | -0,3 % | 6.234.078 $ | +1.186.310 $ | +23,5 % |
| Park Place Capital Corp | 7.243.449 $ | +1.285.997 $ | +21,6 % | 5.957.452 $ | +1.142.840 $ | +23,7 % | 4.814.612 $ | +1.055.649 $ | +28,1 % | |||
| COOPER INVESTORS PTY LTD | 7.231.344 $ | +1.089.590 $ | +17,7 % | 6.141.754 $ | ||||||||
| Walsh & Associates, LLC | 7.208.171 $ | +1.110.386 $ | +18,2 % | 6.097.785 $ | +109.634 $ | +1,8 % | 5.988.151 $ | |||||
| Financial Advocates Investment Management | 7.198.412 $ | -60.483.429 $ | -89,4 % | |||||||||
| United Community Bank | 7.193.948 $ | +2.322.780 $ | +47,7 % | 4.871.168 $ | +1.425.038 $ | +41,4 % | 3.446.130 $ | +604.873 $ | +21,3 % | 2.841.257 $ | +2.635.359 $ | +1.279,9 % |
| Palatine Hill Wealth Management, LLC | 7.171.775 $ | +775.912 $ | +12,1 % | 6.395.863 $ | +51.049 $ | +0,8 % | 6.344.814 $ | |||||
| CoreFirst Bank & Trust | 7.156.693 $ | +360.331 $ | +5,3 % | 6.796.362 $ | +313.819 $ | +4,8 % | 6.482.543 $ | -90.507 $ | -1,4 % | 6.573.050 $ | +574.766 $ | +9,6 % |
| Sound Stewardship, LLC | 7.137.549 $ | +30.414 $ | +0,4 % | |||||||||
| ELEVATE WEALTH ADVISORY, INC | 7.133.736 $ | +896.329 $ | +14,4 % | 6.237.407 $ | +521.073 $ | +9,1 % | 5.716.334 $ | +117.408 $ | +2,1 % | 5.598.926 $ | +466.051 $ | +9,1 % |
| Orion Capital Management LLC | 7.130.284 $ | +6.703.620 $ | +1.571,2 % | 426.664 $ | +5.468 $ | +1,3 % | 421.196 $ | -19.534 $ | -4,4 % | 440.730 $ | +8.539 $ | +2,0 % |
| THEORY FINANCIAL LLC | 5.692.406 $ | +686.266 $ | +13,7 % | 5.006.140 $ | -2.114.502 $ | -29,7 % | 7.120.642 $ | +2.509.737 $ | +54,4 % | 4.610.905 $ | +42.154 $ | +0,9 % |
| Davis Wealth Advisors, LLC | 6.539.927 $ | -578.086 $ | -8,1 % | 7.118.013 $ | +24.679 $ | +0,3 % | 7.093.334 $ | |||||
| BEARING POINT CAPITAL, LLC | 7.093.537 $ | +5.860.999 $ | +475,5 % | 1.232.538 $ | +268.019 $ | +27,8 % | 964.519 $ | +253.824 $ | +35,7 % | 710.695 $ | +118.022 $ | +19,9 % |
| Cedarwood Wealth LLC | 7.075.573 $ | +1.787.047 $ | +33,8 % | 5.288.526 $ | +2.174.231 $ | +69,8 % | 3.114.295 $ | |||||
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5.666.765 $ | -218.751 $ | -3,7 % | 5.885.516 $ | -955.877 $ | -14,0 % | 6.841.393 $ | -230.367 $ | -3,3 % | 7.071.760 $ | +1.463.824 $ | +26,1 % |
| NewCorp Financial Services, Inc. | 7.052.434 $ | +1.146.314 $ | +19,4 % | 5.906.120 $ | -597.794 $ | -9,2 % | 6.503.914 $ | |||||
| Landing Point Financial Group, LLC | 7.050.956 $ | |||||||||||
| Thayer Partners, LLC / MA | 7.041.471 $ | +1.464.455 $ | +26,3 % | 5.577.016 $ | +270.394 $ | +5,1 % | 5.306.622 $ | |||||
| Archer Investment Management, LLC | 5.964.551 $ | -1.075.959 $ | -15,3 % | 7.040.510 $ | +3.716.886 $ | +111,8 % | 3.323.624 $ | |||||
| Granby Capital Management, LLC | 6.220.000 $ | -36.000 $ | -0,6 % | 6.256.000 $ | -769.300 $ | -11,0 % | 7.025.300 $ | +289.500 $ | +4,3 % | 6.735.800 $ | +325.300 $ | +5,1 % |
| SBI Okasan Asset Management Co.Ltd. | 7.022.036 $ | +1.958.966 $ | +38,7 % | 5.063.070 $ | +232.641 $ | +4,8 % | 4.830.429 $ | |||||
| BECK CAPITAL MANAGEMENT, LLC | 7.020.215 $ | +763.588 $ | +12,2 % | 6.256.627 $ | -569.738 $ | -8,3 % | 6.826.365 $ | +581.453 $ | +9,3 % | |||
| Lionhunter Capital Management, LLC | 7.019.900 $ | |||||||||||
| Woodside Wealth Management LLC | 7.013.300 $ | +588.107 $ | +9,2 % | 6.425.193 $ | +2.043.850 $ | +46,6 % | 4.381.343 $ | +506.513 $ | +13,1 % | 3.874.830 $ | +62.347 $ | +1,6 % |
| DIMENSION CAPITAL MANAGEMENT LLC | 6.990.537 $ | +6.690.564 $ | +2.230,4 % | 299.973 $ | ||||||||
| Stablepoint Partners, LLC | 5.299.823 $ | -230.315 $ | -4,2 % | 5.530.138 $ | -1.454.890 $ | -20,8 % | 6.985.028 $ | +2.001.831 $ | +40,2 % | 4.983.197 $ | +191.258 $ | +4,0 % |
| Frisco Financial Planning LLC | 6.983.881 $ | +981.597 $ | +16,4 % | 6.002.284 $ | +244.337 $ | +4,2 % | 5.757.947 $ | +303.871 $ | +5,6 % | 5.454.076 $ | +191.055 $ | +3,6 % |
| Verity Asset Management, Inc. | 6.975.137 $ | +636.879 $ | +10,0 % | 6.338.258 $ | ||||||||
| Bell Bank | 6.968.791 $ | +562.824 $ | +8,8 % | 6.405.967 $ | -472 $ | -0,0 % | 6.406.439 $ | -122.140 $ | -1,9 % | 6.528.579 $ | -180.334 $ | -2,7 % |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 0 $ | -6.968.449 $ | -100,0 % | 6.968.449 $ | ||||||||
| SOUTHERN CAPITAL ADVISORS, LLC | 6.963.465 $ | +1.308.213 $ | +23,1 % | 5.655.252 $ | +147.629 $ | +2,7 % | 5.507.623 $ | +15.126 $ | +0,3 % | 5.492.497 $ | +503.813 $ | +10,1 % |
| PACIFIC SUN FINANCIAL CORP | 6.958.261 $ | +1.087.193 $ | +18,5 % | 5.871.068 $ | +497.933 $ | +9,3 % | 5.373.135 $ | +13.847 $ | +0,3 % | 5.359.288 $ | +173.716 $ | +3,3 % |
| Gradient Capital Advisors, LLC | 6.285.771 $ | +277.961 $ | +4,6 % | 6.007.810 $ | -366.489 $ | -5,7 % | 6.374.299 $ | -581.464 $ | -8,4 % | 6.955.763 $ | +143.459 $ | +2,1 % |
| Peak Wealth Management LLC | 5.526.044 $ | -1.429.217 $ | -20,5 % | 6.955.261 $ | +583.276 $ | +9,2 % | 6.371.985 $ | |||||
| Klaas Financial Asset Advisors, LLC | 1.872.930 $ | +222.157 $ | +13,5 % | 1.650.773 $ | -5.303.801 $ | -76,3 % | 6.954.574 $ | +165.228 $ | +2,4 % | 6.789.346 $ | +573.110 $ | +9,2 % |
| SOUTH PLAINS FINANCIAL, INC. | 6.953.751 $ | +1.107.368 $ | +18,9 % | 5.846.383 $ | +937.542 $ | +19,1 % | 4.908.841 $ | +108.842 $ | +2,3 % | 4.799.999 $ | -291.129 $ | -5,7 % |
| Fortress Financial Solutions, LLC | 6.948.517 $ | +713.568 $ | +11,4 % | 6.234.949 $ | +941.593 $ | +17,8 % | 5.293.356 $ | +1.580.801 $ | +42,6 % | |||
| WESTBOURNE INVESTMENTS, INC. | 6.939.625 $ | +189.381 $ | +2,8 % | 6.750.244 $ | +589.157 $ | +9,6 % | 6.161.087 $ | +141.559 $ | +2,4 % | 6.019.528 $ | +1.617.138 $ | +36,7 % |
| Provenance Wealth Advisors, LLC | 6.926.905 $ | +1.673.063 $ | +31,8 % | 5.253.842 $ | -250.667 $ | -4,6 % | 5.504.509 $ | +113.684 $ | +2,1 % | 5.390.825 $ | +305.132 $ | +6,0 % |
| FourThought Financial Partners, LLC | 6.921.902 $ | +565.850 $ | +8,9 % | 6.356.052 $ | -13.885 $ | -0,2 % | 6.369.937 $ | -108.631 $ | -1,7 % | 6.478.568 $ | +197.440 $ | +3,1 % |
| New Capital Management LP | 255.153 $ | +100 $ | +0,0 % | 255.053 $ | -1.845.032 $ | -87,9 % | 2.100.085 $ | -4.821.798 $ | -69,7 % | 6.921.883 $ | -108.494 $ | -1,5 % |
| Summit Place Financial Advisors, LLC | 6.911.454 $ | +2.464.250 $ | +55,4 % | 4.447.204 $ | +394.164 $ | +9,7 % | 4.053.040 $ | +521.386 $ | +14,8 % | 3.531.654 $ | +1.926.722 $ | +120,1 % |
| Walker Asset Management, LLC | 6.907.407 $ | +74.301 $ | +1,1 % | 6.833.106 $ | +91.722 $ | +1,4 % | 6.741.384 $ | -60.850 $ | -0,9 % | 6.802.234 $ | -23.457 $ | -0,3 % |
| COLUMBIA ADVISORY PARTNERS LLC | 5.375.917 $ | -85.324 $ | -1,6 % | 5.461.241 $ | -421.008 $ | -7,2 % | 5.882.249 $ | -1.016.780 $ | -14,7 % | 6.899.029 $ | +1.221.617 $ | +21,5 % |
| Bank of New Hampshire | 2.540.344 $ | -902.004 $ | -26,2 % | 3.442.348 $ | -3.051.364 $ | -47,0 % | 6.493.712 $ | -404.368 $ | -5,9 % | 6.898.080 $ | +489.942 $ | +7,6 % |
| Bigelow Investment Advisors, LLC | 6.430.982 $ | +116.798 $ | +1,8 % | 6.314.184 $ | -577.547 $ | -8,4 % | 6.891.731 $ | +549.450 $ | +8,7 % | 6.342.281 $ | +5.131.008 $ | +423,6 % |
| MCDONALD PARTNERS LLC | 6.891.022 $ | +904.360 $ | +15,1 % | 5.986.662 $ | +70.628 $ | +1,2 % | 5.916.034 $ | +597.976 $ | +11,2 % | 5.318.058 $ | +214.925 $ | +4,2 % |
| Split Rock Private Trading & Wealth Management, LLC | 6.816.132 $ | -74.513 $ | -1,1 % | 6.890.645 $ | +1.514.102 $ | +28,2 % | 5.376.543 $ | |||||
| Nautilus Advisors LLC | 6.873.664 $ | +967.083 $ | +16,4 % | 5.906.581 $ | -46.479 $ | -0,8 % | 5.953.060 $ | +182.286 $ | +3,2 % | 5.770.774 $ | +85.551 $ | +1,5 % |
| Walker Financial Services, Inc. | 6.873.517 $ | +1.890.436 $ | +37,9 % | 4.983.081 $ | +1.087.271 $ | +27,9 % | 3.895.810 $ | +1.333.131 $ | +52,0 % | 2.562.679 $ | +2.134.880 $ | +499,0 % |
| Ipsen Advisor Group LLC | 6.873.416 $ | +755.168 $ | +12,3 % | 6.118.248 $ | +572.495 $ | +10,3 % | 5.545.753 $ | +1.721.063 $ | +45,0 % | 3.824.690 $ | +513.485 $ | +15,5 % |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 6.873.387 $ | +891.835 $ | +14,9 % | 5.981.552 $ | +959.812 $ | +19,1 % | 5.021.740 $ | +549.644 $ | +12,3 % | 4.472.096 $ | +369.229 $ | +9,0 % |
| WILLNER & HELLER, LLC | 6.872.722 $ | +1.001.273 $ | +17,1 % | 5.871.449 $ | +410.902 $ | +7,5 % | 5.460.547 $ | +360.305 $ | +7,1 % | 5.100.242 $ | +558.428 $ | +12,3 % |
| Occidental Asset Management, LLC | 6.869.485 $ | +771.666 $ | +12,7 % | 6.097.819 $ | +481.245 $ | +8,6 % | 5.616.574 $ | +184.222 $ | +3,4 % | 5.432.352 $ | +739.596 $ | +15,8 % |
| DIVERSIFIED MANAGEMENT INC | 6.448.524 $ | -419.480 $ | -6,1 % | 6.868.004 $ | +961.161 $ | +16,3 % | 5.906.843 $ | |||||
| SYM FINANCIAL Corp | 6.867.148 $ | +4.531.335 $ | +194,0 % | 2.335.813 $ | +141.645 $ | +6,5 % | 2.194.168 $ | +423.478 $ | +23,9 % | 1.770.690 $ | -59.382 $ | -3,2 % |
| GFS Advisors, LLC | 6.863.976 $ | +4.274.834 $ | +165,1 % | 2.589.142 $ | -93.124 $ | -3,5 % | 2.682.266 $ | +31.266 $ | +1,2 % | |||
| Copia Wealth Management | 6.060.919 $ | +487.602 $ | +8,7 % | 5.573.317 $ | -1.161.517 $ | -17,2 % | 6.734.834 $ | -125.912 $ | -1,8 % | 6.860.746 $ | +724.840 $ | +11,8 % |
| Turtle Creek Wealth Advisors, LLC | 6.859.789 $ | +1.048.007 $ | +18,0 % | 5.811.782 $ | +189.449 $ | +3,4 % | 5.622.333 $ | +831.919 $ | +17,4 % | 4.790.414 $ | +1.036.282 $ | +27,6 % |
| Brown Miller Wealth Management, LLC | 6.845.672 $ | +1.263.285 $ | +22,6 % | 5.582.387 $ | +357.044 $ | +6,8 % | 5.225.343 $ | +552.213 $ | +11,8 % | 4.673.130 $ | +1.504.201 $ | +47,5 % |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 6.840.787 $ | +1.178.653 $ | +20,8 % | 5.662.134 $ | +1.023.446 $ | +22,1 % | 4.638.688 $ | +435.281 $ | +10,4 % | 4.203.407 $ | +803.534 $ | +23,6 % |
| Greenline Wealth Management LLC | 6.832.939 $ | +2.043.087 $ | +42,7 % | 4.789.852 $ | -106.289 $ | -2,2 % | 4.896.141 $ | |||||
| Baker Avenue Asset Management, LP | 2.647.049 $ | -3.265.130 $ | -55,2 % | 5.912.179 $ | +494.112 $ | +9,1 % | 5.418.067 $ | -1.411.569 $ | -20,7 % | 6.829.636 $ | -2.719.998 $ | -28,5 % |
| Berkeley, Inc | 6.828.656 $ | +1.236.821 $ | +22,1 % | 5.591.835 $ | +510.596 $ | +10,0 % | 5.081.239 $ | +492.371 $ | +10,7 % | 4.588.868 $ | -511.080 $ | -10,0 % |
| SALEM INVESTMENT COUNSELORS INC | 6.828.279 $ | +779.826 $ | +12,9 % | 6.048.453 $ | +1.324.291 $ | +28,0 % | 4.724.162 $ | +287.293 $ | +6,5 % | 4.436.869 $ | +1.077.590 $ | +32,1 % |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6.824.090 $ | +811.813 $ | +13,5 % | 6.012.277 $ | -351.805 $ | -5,5 % | 6.364.082 $ | +107.381 $ | +1,7 % | 6.256.701 $ | +439.634 $ | +7,6 % |
| Wagner Wealth Management, Corp | 6.817.060 $ | +1.204.476 $ | +21,5 % | 5.612.584 $ | +1.573.928 $ | +39,0 % | 4.038.656 $ | |||||
| Norris Financial Group, LLC | 203.328 $ | -10.696 $ | -5,0 % | 214.024 $ | -6.594.605 $ | -96,9 % | 6.808.629 $ | +523.555 $ | +8,3 % | 6.285.074 $ | +2.871.686 $ | +84,1 % |
| Straight Path Wealth Management | 6.794.793 $ | +64.566 $ | +1,0 % | |||||||||
| Darden Wealth Group Inc | 6.783.926 $ | +413.936 $ | +6,5 % | 6.369.990 $ | +851.311 $ | +15,4 % | 5.518.679 $ | +494.121 $ | +9,8 % | 5.024.558 $ | +247.958 $ | +5,2 % |
| Stone Wealth Partners | 6.769.744 $ | +1.664.944 $ | +32,6 % | 5.104.800 $ | +378.557 $ | +8,0 % | 4.726.243 $ | |||||
| EARNED WEALTH ADVISORS, LLC | 6.756.835 $ | +1.326.093 $ | +24,4 % | 5.430.742 $ | +479.511 $ | +9,7 % | 4.951.231 $ | +4.273.574 $ | +630,6 % | 677.657 $ | +18.168 $ | +2,8 % |
| Greenspring Advisors, LLC | 6.745.533 $ | +1.052.823 $ | +18,5 % | 5.692.710 $ | +126.250 $ | +2,3 % | 5.566.460 $ | |||||
| ALBION FINANCIAL GROUP /UT | 6.744.853 $ | +136.145 $ | +2,1 % | 6.608.708 $ | +39.589 $ | +0,6 % | 6.569.119 $ | -29.865 $ | -0,5 % | 6.598.984 $ | +397.694 $ | +6,4 % |
| Life Planning Partners, Inc | 6.734.282 $ | +518.563 $ | +8,3 % | 6.215.719 $ | +289.839 $ | +4,9 % | 5.925.880 $ | -274.598 $ | -4,4 % | 6.200.478 $ | +638.642 $ | +11,5 % |
| A&I FINANCIAL SERVICES, LLC | 6.733.127 $ | +1.100.214 $ | +19,5 % | 5.632.913 $ | +110.276 $ | +2,0 % | 5.522.637 $ | +242.431 $ | +4,6 % | 5.280.206 $ | +1.076.688 $ | +25,6 % |
| POTENTIA WEALTH | 3.395.605 $ | -3.337.312 $ | -49,6 % | 6.732.917 $ | +940.484 $ | +16,2 % | 5.792.433 $ | -22.120 $ | -0,4 % | 5.814.553 $ | +3.539.474 $ | +155,6 % |
| Harbour Capital Advisors, LLC | 6.721.261 $ | +329.021 $ | +5,1 % | 6.392.240 $ | +832.427 $ | +15,0 % | 5.559.813 $ | +166.161 $ | +3,1 % | 5.393.652 $ | +181.763 $ | +3,5 % |
| Base Wealth Management LLC | 6.719.312 $ | +843.158 $ | +14,3 % | 5.876.154 $ | +1.431.800 $ | +32,2 % | 4.444.354 $ | +465.668 $ | +11,7 % | 3.978.686 $ | +308.711 $ | +8,4 % |
| Cherry Tree Wealth Management, LLC | 6.315.839 $ | -399.451 $ | -5,9 % | 6.715.290 $ | +487.694 $ | +7,8 % | 6.227.596 $ | +334.276 $ | +5,7 % | |||
| Shum Financial Group, Inc. | 6.713.168 $ | +1.605.484 $ | +31,4 % | 5.107.684 $ | +324.820 $ | +6,8 % | 4.782.864 $ | +142.325 $ | +3,1 % | 4.640.539 $ | ||
| Midwestern Financial, LLC /IA | 6.709.381 $ | +789.147 $ | +13,3 % | 5.920.234 $ | +1.286.662 $ | +27,8 % | 4.633.572 $ | +404.265 $ | +9,6 % | 4.229.307 $ | +407.138 $ | +10,7 % |
| Sound Portfolio Advisors, LLC | 6.706.863 $ | +2.131.648 $ | +46,6 % | 4.575.215 $ | +44.716 $ | +1,0 % | 4.530.499 $ | |||||
| Headlands Technologies LLC | 6.159.451 $ | +4.141.849 $ | +205,3 % | 2.017.602 $ | -4.685.905 $ | -69,9 % | 6.703.507 $ | +4.099.617 $ | +157,4 % | 2.603.890 $ | +1.449.979 $ | +125,7 % |
| Diversified Enterprises, LLC | 6.699.498 $ | +1.113.896 $ | +19,9 % | 5.585.602 $ | +120.408 $ | +2,2 % | 5.465.194 $ | +437.907 $ | +8,7 % | 5.027.287 $ | +364.233 $ | +7,8 % |
| Fusion Capital, LLC | 6.676.520 $ | +554.272 $ | +9,1 % | 6.122.248 $ | +205.108 $ | +3,5 % | 5.917.140 $ | +52.006 $ | +0,9 % | |||
| B.O.S.S. Retirement Advisors, LLC | 3.099.587 $ | -509.270 $ | -14,1 % | 3.608.857 $ | -3.056.736 $ | -45,9 % | 6.665.593 $ | +1.482.137 $ | +28,6 % | 5.183.456 $ | +780.194 $ | +17,7 % |
| PW Nova Financial Services LLC | 6.662.991 $ | +1.833.651 $ | +38,0 % | 4.829.340 $ | +275.340 $ | +6,0 % | 4.554.000 $ | |||||
| Wolff Financial Management LLC | 6.660.246 $ | +713.457 $ | +12,0 % | 5.946.789 $ | +290.328 $ | +5,1 % | 5.656.461 $ | +174.055 $ | +3,2 % | 5.482.406 $ | +566.406 $ | +11,5 % |
| SAXON INTERESTS, INC. | 6.656.740 $ | +2.382.485 $ | +55,7 % | 4.274.255 $ | +2.536.109 $ | +145,9 % | 1.738.146 $ | -1.844.314 $ | -51,5 % | 3.582.460 $ | +2.053.393 $ | +134,3 % |
| MRA Advisory Group | 6.654.213 $ | +968.487 $ | +17,0 % | 5.685.726 $ | +68.625 $ | +1,2 % | 5.617.101 $ | +286.647 $ | +5,4 % | 5.330.454 $ | +276.283 $ | +5,5 % |
| Leo Wealth, LLC | 6.626.042 $ | +978.225 $ | +17,3 % | 5.647.817 $ | +2.075.947 $ | +58,1 % | 3.571.870 $ | -12.904.689 $ | -78,3 % | |||
| Mason & Associates, LLC | 6.597.963 $ | +716.011 $ | +12,2 % | 5.881.952 $ | -74.574 $ | -1,3 % | 5.956.526 $ | +389.983 $ | +7,0 % | 5.566.543 $ | +427 $ | +0,0 % |
| Colonial Trust Advisors | 5.711.513 $ | +19.163 $ | +0,3 % | 5.692.350 $ | -12.672 $ | -0,2 % | 5.705.022 $ | -888.241 $ | -13,5 % | 6.593.263 $ | -2.943.528 $ | -30,9 % |
| Estate Counselors, LLC | 1.213.932 $ | -5.361.872 $ | -81,5 % | 6.575.804 $ | ||||||||
| L & S Advisors Inc | 5.953.125 $ | -621.891 $ | -9,5 % | 6.575.016 $ | +1.208.721 $ | +22,5 % | 5.366.295 $ | +268.772 $ | +5,3 % | 5.097.523 $ | +132.821 $ | +2,7 % |
| Cypress Capital Group | 6.571.842 $ | +3.601.138 $ | +121,2 % | 2.970.704 $ | -419.253 $ | -12,4 % | 3.389.957 $ | -341.923 $ | -9,2 % | 3.731.880 $ | +263.592 $ | +7,6 % |
| Graney & King, LLC | 6.564.642 $ | +1.527.995 $ | +30,3 % | 5.036.647 $ | +644.815 $ | +14,7 % | 4.391.832 $ | +3.002.482 $ | +216,1 % | 1.389.350 $ | +1.302.585 $ | +1.501,3 % |
| Note Advisors, LLC | 6.563.420 $ | +533.741 $ | +8,9 % | 6.029.679 $ | +3.847.496 $ | +176,3 % | 2.182.183 $ | -743.171 $ | -25,4 % | 2.925.354 $ | +435.777 $ | +17,5 % |
| AMERIFLEX GROUP, INC. | 6.561.728 $ | +208.163 $ | +3,3 % | 6.353.565 $ | -225.595 $ | -3,4 % | ||||||
| Roehl & Yi Investment Advisors, LLC | 6.560.842 $ | +2.510.195 $ | +62,0 % | 4.050.647 $ | +800.424 $ | +24,6 % | 3.250.223 $ | +301.562 $ | +10,2 % | 2.948.661 $ | +948.553 $ | +47,4 % |
| Raab & Moskowitz Asset Management LLC | 6.552.077 $ | +1.544.956 $ | +30,9 % | 5.007.121 $ | +36.716 $ | +0,7 % | 4.970.405 $ | -66.184 $ | -1,3 % | 5.036.589 $ | +49.428 $ | +1,0 % |
| Squarepoint Ops LLC | 468.852 $ | -1.722.205 $ | -78,6 % | 2.191.057 $ | -2.236.811 $ | -50,5 % | 4.427.868 $ | -2.123.620 $ | -32,4 % | 6.551.488 $ | +4.227.367 $ | +181,9 % |
| L2 Asset Management, LLC | 3.456.186 $ | -3.089.489 $ | -47,2 % | 6.545.675 $ | +5.259.149 $ | +408,8 % | 1.286.526 $ | +793.582 $ | +161,0 % | 492.944 $ | -384.388 $ | -43,8 % |
| Bolthouse Investments, LLC | 6.533.209 $ | +173.814 $ | +2,7 % | 6.359.395 $ | -32.804 $ | -0,5 % | 6.392.199 $ | +1.000.100 $ | +18,5 % | 5.392.099 $ | -124.188 $ | -2,3 % |
| Heritage Trust Co | 6.153.015 $ | +349.659 $ | +6,0 % | 5.803.356 $ | +121.706 $ | +2,1 % | 5.681.650 $ | -849.228 $ | -13,0 % | 6.530.878 $ | -38.084 $ | -0,6 % |
| LifePlan Investment Advisors, Inc. | 4.294.885 $ | -485.850 $ | -10,2 % | 4.780.735 $ | +283.919 $ | +6,3 % | 4.496.816 $ | -2.028.077 $ | -31,1 % | 6.524.893 $ | +2.601.332 $ | +66,3 % |
| Solutions 4 Wealth, Ltd | 6.520.560 $ | +941.071 $ | +16,9 % | 5.579.489 $ | +338.735 $ | +6,5 % | 5.240.754 $ | +665.801 $ | +14,6 % | 4.574.953 $ | +612.426 $ | +15,5 % |
| Grant Street Asset Management, Inc. | 6.520.491 $ | +975.910 $ | +17,6 % | 5.544.581 $ | +174.092 $ | +3,2 % | 5.370.489 $ | +47.532 $ | +0,9 % | 5.322.957 $ | +380.043 $ | +7,7 % |
| MANNING & NAPIER ADVISORS LLC | 6.515.688 $ | +693.337 $ | +11,9 % | 5.822.351 $ | +363.159 $ | +6,7 % | 5.459.192 $ | +684.015 $ | +14,3 % | 4.775.177 $ | +147.892 $ | +3,2 % |
| Prairie Wealth Advisors, Inc. | 6.486.236 $ | +4.393.538 $ | +209,9 % | 2.092.698 $ | +203.529 $ | +10,8 % | 1.889.169 $ | +19.120 $ | +1,0 % | |||
| MARINO, STRAM & ASSOCIATES LLC | 6.485.275 $ | +411.620 $ | +6,8 % | 6.073.655 $ | +37.696 $ | +0,6 % | 6.035.959 $ | +4.545 $ | +0,1 % | 6.031.414 $ | +982.177 $ | +19,5 % |
| EVERPAR ADVISORS LLC | 1.670.217 $ | -318.946 $ | -16,0 % | 1.989.163 $ | -826.685 $ | -29,4 % | 2.815.848 $ | -3.662.932 $ | -56,5 % | 6.478.780 $ | +1.410.377 $ | +27,8 % |
| ARK & TLK INVESTMENTS, LLC | 6.476.751 $ | +1.486.705 $ | +29,8 % | 4.990.046 $ | +1.514.511 $ | +43,6 % | 3.475.535 $ | +2.109.447 $ | +154,4 % | 1.366.088 $ | +559.920 $ | +69,5 % |
| Directional Asset Management | 5.985.693 $ | +392.646 $ | +7,0 % | 5.593.047 $ | -853.755 $ | -13,2 % | 6.446.802 $ | |||||
| RICHARDS, MERRILL & PETERSON, INC. | 6.445.124 $ | +852.333 $ | +15,2 % | 5.592.791 $ | +964.706 $ | +20,8 % | 4.628.085 $ | +1.456.427 $ | +45,9 % | 3.171.658 $ | +419.005 $ | +15,2 % |
| PURSUE WEALTH PARTNERS LLC | 6.441.975 $ | +498.975 $ | +8,4 % | 5.943.000 $ | +2.536.000 $ | +74,4 % | 3.407.000 $ | +10.164 $ | +0,3 % | 3.396.836 $ | -223.058 $ | -6,2 % |
| Balanced Rock Investment Advisors LLC | 6.428.218 $ | +1.008.201 $ | +18,6 % | 5.420.017 $ | +175.229 $ | +3,3 % | 5.244.788 $ | +268.095 $ | +5,4 % | 4.976.693 $ | +301.630 $ | +6,5 % |
| SFG Wealth Management, LLC. | 5.930.327 $ | +780.399 $ | +15,2 % | 5.149.928 $ | -1.274.226 $ | -19,8 % | 6.424.154 $ | +602.569 $ | +10,4 % | 5.821.585 $ | +4.404.965 $ | +310,9 % |
| Resurgent Financial Advisors LLC | 6.423.775 $ | +92.407 $ | +1,5 % | 6.331.368 $ | +18.782 $ | +0,3 % | 6.312.586 $ | -136.751 $ | -2,1 % | |||
| WEALTHSPAN PARTNERS, LLC | 6.419.212 $ | +843.973 $ | +15,1 % | 5.575.239 $ | +190.027 $ | +3,5 % | 5.385.212 $ | +532.878 $ | +11,0 % | 4.852.334 $ | +611.966 $ | +14,4 % |
| Sage Capital Management, LLC | 6.385.097 $ | -23.928 $ | -0,4 % | 6.409.025 $ | +439.619 $ | +7,4 % | 5.969.406 $ | +509.017 $ | +9,3 % | 5.460.389 $ | +128.746 $ | +2,4 % |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6.401.544 $ | +5.547.525 $ | +649,6 % | 854.019 $ | -317.222 $ | -27,1 % | 1.171.241 $ | |||||
| Shelter Mutual Insurance Co | 6.388.124 $ | +1.009.422 $ | +18,8 % | 5.378.702 $ | +195.099 $ | +3,8 % | 5.183.603 $ | +100.248 $ | +2,0 % | 5.083.355 $ | +454.202 $ | +9,8 % |
| MAS Advisors LLC | 6.387.996 $ | +300.916 $ | +4,9 % | |||||||||
| Worth Financial Advisory Group, LLC | 5.494.056 $ | -879.773 $ | -13,8 % | 6.373.829 $ | +947.963 $ | +17,5 % | 5.425.866 $ | +321.969 $ | +6,3 % | |||
| Morling Financial Advisors, LLC | 6.373.020 $ | +1.009.365 $ | +18,8 % | 5.363.655 $ | -83.270 $ | -1,5 % | 5.446.925 $ | +114.114 $ | +2,1 % | 5.332.811 $ | +418.320 $ | +8,5 % |
| Integrated Capital Management, LLC | 6.367.312 $ | +435.311 $ | +7,3 % | 5.932.001 $ | +132.856 $ | +2,3 % | 5.799.145 $ | +10.331 $ | +0,2 % | 5.788.814 $ | +507.814 $ | +9,6 % |
| Campbell Deegan Wealth Management, LLC | 6.358.419 $ | +496.624 $ | +8,5 % | 5.861.795 $ | +239.842 $ | +4,3 % | 5.621.953 $ | +632.111 $ | +12,7 % | 4.989.842 $ | +933.350 $ | +23,0 % |
| Vision Capital Management, Inc. | 6.335.750 $ | +560.659 $ | +9,7 % | 5.775.091 $ | -28.460 $ | -0,5 % | 5.803.551 $ | -88.284 $ | -1,5 % | 5.891.835 $ | +369.527 $ | +6,7 % |
| Integras Partners LLC | 6.331.979 $ | +1.008.173 $ | +18,9 % | 5.323.806 $ | +67.607 $ | +1,3 % | 5.256.199 $ | +20.563 $ | +0,4 % | 5.235.636 $ | +2.787.744 $ | +113,9 % |
| Grey Ledge Advisors, LLC | 2.338.176 $ | -389.816 $ | -14,3 % | 2.727.992 $ | -589.052 $ | -17,8 % | 3.317.044 $ | -2.990.542 $ | -47,4 % | 6.307.586 $ | +2.084.609 $ | +49,4 % |
| Journey Advisory Group, LLC | 281.532 $ | -101.756 $ | -26,5 % | 383.288 $ | -343.809 $ | -47,3 % | 727.097 $ | -5.570.869 $ | -88,5 % | 6.297.966 $ | +514.741 $ | +8,9 % |
| E&G Advisors, LLC | 6.293.955 $ | +2.467.251 $ | +64,5 % | 3.826.704 $ | +147.791 $ | +4,0 % | 3.678.913 $ | +105.909 $ | +3,0 % | 3.573.004 $ | +755.132 $ | +26,8 % |
| FOCUSED ALPHA, LLC | 6.288.987 $ | +1.439.576 $ | +29,7 % | 4.849.411 $ | -10.182 $ | -0,2 % | 4.859.593 $ | |||||
| FOCUS Wealth Advisors, LLC | 6.286.996 $ | +504.491 $ | +8,7 % | 5.782.505 $ | -382.788 $ | -6,2 % | 6.165.293 $ | -77.850 $ | -1,2 % | 6.243.143 $ | +351.901 $ | +6,0 % |
| Wrenne Financial Planning LLC | 6.286.417 $ | +681.392 $ | +12,2 % | 5.605.025 $ | -6.342 $ | -0,1 % | 5.611.367 $ | |||||
| BALYASNY ASSET MANAGEMENT L.P. | 6.275.335 $ | |||||||||||
| Keystone Financial Services, LLC | 6.203.626 $ | +17.693 $ | +0,3 % | 6.185.933 $ | -77.068 $ | -1,2 % | 6.263.001 $ | +126.003 $ | +2,1 % | 6.136.998 $ | +354.251 $ | +6,1 % |
| Shared Vision Wealth Group LLC | 4.685.745 $ | -1.100.888 $ | -19,0 % | 5.786.633 $ | -475.370 $ | -7,6 % | 6.262.003 $ | +1.387.395 $ | +28,5 % | 4.874.608 $ | +1.445.436 $ | +42,2 % |
| Financial Perspectives, Inc | 6.188.237 $ | +653.543 $ | +11,8 % | 5.534.694 $ | -712.426 $ | -11,4 % | 6.247.120 $ | +176.230 $ | +2,9 % | 6.070.890 $ | +309.832 $ | +5,4 % |
| Lionshead Wealth Management, LLC | 6.246.826 $ | +1.057.004 $ | +20,4 % | 5.189.822 $ | -43.592 $ | -0,8 % | 5.233.414 $ | +400.634 $ | +8,3 % | 4.832.780 $ | +541.001 $ | +12,6 % |
| J. R. Prunier Capital Management LLC | 6.235.332 $ | +392.540 $ | +6,7 % | 5.842.792 $ | ||||||||
| Goelzer Investment Management, Inc. | 2.998.522 $ | +666.659 $ | +28,6 % | 2.331.863 $ | -2.101.457 $ | -47,4 % | 4.433.320 $ | -1.790.702 $ | -28,8 % | 6.224.022 $ | -26.328 $ | -0,4 % |
| Red Wave Investments LLC | 6.215.768 $ | +959.996 $ | +18,3 % | 5.255.772 $ | -311.879 $ | -5,6 % | 5.567.651 $ | -78.150 $ | -1,4 % | 5.645.801 $ | +599.831 $ | +11,9 % |
| Rinkey Investments | 6.209.703 $ | +565.457 $ | +10,0 % | 5.644.246 $ | -174.412 $ | -3,0 % | 5.818.658 $ | -175.023 $ | -2,9 % | 5.993.681 $ | +530.879 $ | +9,7 % |
| RHODES INVESTMENT ADVISORS INC /ADV | 6.203.452 $ | +1.375.099 $ | +28,5 % | 4.828.353 $ | +147.474 $ | +3,2 % | 4.680.879 $ | |||||
| FFG RETIREMENT ADVISORS LLC | 3.735.738 $ | -2.465.215 $ | -39,8 % | 6.200.953 $ | +1.093.267 $ | +21,4 % | 5.107.686 $ | -358.130 $ | -6,6 % | 5.465.816 $ | +1.327.797 $ | +32,1 % |
| DRAVO BAY LLC | 6.200.023 $ | +962.217 $ | +18,4 % | 5.237.806 $ | +219.964 $ | +4,4 % | 5.017.842 $ | +100.106 $ | +2,0 % | 4.917.736 $ | +572.843 $ | +13,2 % |
| Retireful, LLC | 985.766 $ | +122.298 $ | +14,2 % | 863.468 $ | -403.522 $ | -31,8 % | 1.266.990 $ | -4.918.495 $ | -79,5 % | 6.185.485 $ | +4.294.349 $ | +227,1 % |
| Vericrest Private Wealth | 5.532.636 $ | -590.788 $ | -9,6 % | 6.123.424 $ | -42.851 $ | -0,7 % | 6.166.275 $ | |||||
| Winthrop Capital Management, LLC | 6.166.000 $ | +571.000 $ | +10,2 % | 5.595.000 $ | +530.000 $ | +10,5 % | 5.065.000 $ | -114.000 $ | -2,2 % | 5.179.000 $ | +271.000 $ | +5,5 % |
| QP WEALTH MANAGEMENT, LLC | 4.163.709 $ | +318.571 $ | +8,3 % | 3.845.138 $ | -2.311.044 $ | -37,5 % | 6.156.182 $ | |||||
| WINCAP FINANCIAL LLC | 6.140.464 $ | +769.086 $ | +14,3 % | 5.371.378 $ | +324.191 $ | +6,4 % | 5.047.187 $ | +163.420 $ | +3,3 % | 4.883.767 $ | +1.206.111 $ | +32,8 % |
| TCP Asset Management, LLC | 6.132.745 $ | +746.714 $ | +13,9 % | 5.386.031 $ | +4.442.926 $ | +471,1 % | 943.105 $ | -13.753 $ | -1,4 % | 956.858 $ | +58.673 $ | +6,5 % |
| Tanglewood Wealth Management, Inc. | 6.126.407 $ | +906.493 $ | +17,4 % | 5.219.914 $ | -525.445 $ | -9,1 % | 5.745.359 $ | +361.169 $ | +6,7 % | 5.384.190 $ | +482.661 $ | +9,8 % |
| Safe Harbor Fiduciary, LLC | 5.935.827 $ | -187.353 $ | -3,1 % | 6.123.180 $ | +396.498 $ | +6,9 % | 5.726.682 $ | -301.809 $ | -5,0 % | |||
| PATTON ALBERTSON MILLER GROUP, LLC | 4.425.582 $ | -1.070.261 $ | -19,5 % | 5.495.843 $ | -397.364 $ | -6,7 % | 5.893.207 $ | -227.774 $ | -3,7 % | 6.120.981 $ | -45.764 $ | -0,7 % |
| Collaborative Wealth Managment Inc. | 6.116.012 $ | +804.508 $ | +15,1 % | 5.311.504 $ | -117.149 $ | -2,2 % | 5.428.653 $ | +619.966 $ | +12,9 % | 4.808.687 $ | +601.906 $ | +14,3 % |
| Tailwinds Wealth, LLC | 714.280 $ | +465.047 $ | +186,6 % | 249.233 $ | -5.862.667 $ | -95,9 % | 6.111.900 $ | |||||
| Mattern Wealth Management LLC | 6.110.941 $ | +1.695.695 $ | +38,4 % | 4.415.246 $ | -420.041 $ | -8,7 % | 4.835.287 $ | +151.365 $ | +3,2 % | 4.683.922 $ | +258.468 $ | +5,8 % |
| Tacita Capital Inc | 6.096.858 $ | +660.124 $ | +12,1 % | 5.436.734 $ | -11.850 $ | -0,2 % | 5.448.584 $ | +118.622 $ | +2,2 % | 5.329.962 $ | +471.734 $ | +9,7 % |
| WILLIAM JOHN SEMPOLINSKI | 6.095.441 $ | |||||||||||
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 3.680.229 $ | +452.583 $ | +14,0 % | 3.227.646 $ | +81.820 $ | +2,6 % | 3.145.826 $ | -2.947.145 $ | -48,4 % | 6.092.971 $ | +3.034.982 $ | +99,2 % |
| KANE INVESTMENT MANAGEMENT, INC. | 6.086.707 $ | +1.988.296 $ | +48,5 % | 4.098.411 $ | -388.473 $ | -8,7 % | 4.486.884 $ | -598.892 $ | -11,8 % | 5.085.776 $ | +235.664 $ | +4,9 % |
| Stone Summit Wealth LLC | 6.085.450 $ | +933.368 $ | +18,1 % | 5.152.082 $ | +149.971 $ | +3,0 % | 5.002.111 $ | -244.341 $ | -4,7 % | 5.246.452 $ | -1.821.808 $ | -25,8 % |
| Siligmueller & Norvid Wealth Advisors LLC | 6.083.317 $ | -6.271.994 $ | -50,8 % | |||||||||
| Diversified Trust Co | 5.607.521 $ | +318.184 $ | +6,0 % | 5.289.337 $ | -792.982 $ | -13,0 % | 6.082.319 $ | +1.963.794 $ | +47,7 % | 4.118.525 $ | -2.484.029 $ | -37,6 % |
| Parkside Financial Bank & Trust | 6.076.571 $ | +455.897 $ | +8,1 % | 5.620.674 $ | +141.701 $ | +2,6 % | 5.478.973 $ | +373.813 $ | +7,3 % | |||
| Accurate Wealth Management, LLC | 5.524.429 $ | +487.359 $ | +9,7 % | 5.037.070 $ | +452.281 $ | +9,9 % | 4.584.789 $ | -1.487.409 $ | -24,5 % | 6.072.198 $ | +762.652 $ | +14,4 % |
| BALANCED WEALTH GROUP LLC | 6.069.713 $ | +39.128 $ | +0,6 % | 6.030.585 $ | -14.358 $ | -0,2 % | 6.044.943 $ | +86.018 $ | +1,4 % | 5.958.925 $ | +77.835 $ | +1,3 % |
| OneAscent Wealth Management LLC | 6.068.255 $ | +1.728.995 $ | +39,8 % | 4.339.260 $ | -549.344 $ | -11,2 % | 4.888.604 $ | -368.198 $ | -7,0 % | 5.256.802 $ | +232.802 $ | +4,6 % |
| Vantage Financial Partners, LLC | 6.066.236 $ | +361.673 $ | +6,3 % | 5.704.563 $ | +608.323 $ | +11,9 % | ||||||
| FWG Investments, LLC. | 4.663.429 $ | +367.252 $ | +8,5 % | 4.296.177 $ | -549.561 $ | -11,3 % | 4.845.738 $ | -1.216.715 $ | -20,1 % | 6.062.453 $ | +617.813 $ | +11,3 % |
| TENET WEALTH PARTNERS, LLC | 6.061.846 $ | |||||||||||
| Genesee Capital Advisors, LLC | 2.897.193 $ | -2.621.091 $ | -47,5 % | 5.518.284 $ | -133.792 $ | -2,4 % | 5.652.076 $ | -396.403 $ | -6,6 % | 6.048.479 $ | +309.479 $ | +5,4 % |
| Spectrum Strategic Capital Management, LLC | 246.325 $ | -223.905 $ | -47,6 % | 470.230 $ | -5.572.400 $ | -92,2 % | 6.042.630 $ | +146.541 $ | +2,5 % | |||
| Plancorp, LLC | 6.041.893 $ | +459.621 $ | +8,2 % | 5.582.272 $ | -1.039 $ | -0,0 % | 5.583.311 $ | +295.901 $ | +5,6 % | 5.287.410 $ | +480.240 $ | +10,0 % |
| Portfolio Resources Advisor Group, Inc. | 3.665.125 $ | -1.816.023 $ | -33,1 % | 5.481.148 $ | -556.170 $ | -9,2 % | 6.037.318 $ | |||||
| CVS HEALTH Corp | 4.981.145 $ | -1.050.190 $ | -17,4 % | 6.031.335 $ | +1.048.220 $ | +21,0 % | 4.983.115 $ | |||||
| Thrive Capital Management, LLC | 4.859.215 $ | -1.148.176 $ | -19,1 % | 6.007.391 $ | +1.646.015 $ | +37,7 % | 4.361.376 $ | -1.258.386 $ | -22,4 % | 5.619.762 $ | +426.535 $ | +8,2 % |
| LAVELLE CAPITAL LP | 6.004.813 $ | +2.543.849 $ | +73,5 % | 3.460.964 $ | ||||||||
| Transcendent Capital Group LLC | 5.975.318 $ | +507.208 $ | +9,3 % | 5.468.110 $ | -287.703 $ | -5,0 % | 5.755.813 $ | +47.616 $ | +0,8 % | 5.708.197 $ | -517.254 $ | -8,3 % |
| Revolve Wealth Partners, LLC | 5.965.886 $ | +2.950.322 $ | +97,8 % | 3.015.564 $ | +1.826.054 $ | +153,5 % | 1.189.510 $ | +644.716 $ | +118,3 % | 544.794 $ | -544.588 $ | -50,0 % |
| J2 Capital Management Inc | 5.887.756 $ | -74.625 $ | -1,3 % | 5.962.381 $ | +2.033.570 $ | +51,8 % | 3.928.811 $ | +102.625 $ | +2,7 % | 3.826.186 $ | -1.172.584 $ | -23,5 % |
| Old Port Advisors | 5.500.815 $ | +256.772 $ | +4,9 % | 5.244.043 $ | +11.167 $ | +0,2 % | 5.232.876 $ | -726.678 $ | -12,2 % | 5.959.554 $ | +305.073 $ | +5,4 % |
| Canopy Partners, LLC | 5.955.285 $ | +1.025.425 $ | +20,8 % | 4.929.860 $ | +108.371 $ | +2,2 % | 4.821.489 $ | +105.111 $ | +2,2 % | 4.716.378 $ | +331.967 $ | +7,6 % |
| DEBUSSY CAPITAL MANAGEMENT LP | 5.951.085 $ | +1.044.187 $ | +21,3 % | 4.906.898 $ | +853.906 $ | +21,1 % | 4.052.992 $ | +559.119 $ | +16,0 % | |||
| Ellevest, Inc. | 3.010.961 $ | +442.179 $ | +17,2 % | 2.568.782 $ | +67.834 $ | +2,7 % | 2.500.948 $ | -3.449.637 $ | -58,0 % | 5.950.585 $ | +1.473.019 $ | +32,9 % |
| Axos Invest Inc. | 5.948.884 $ | +1.004.643 $ | +20,3 % | 4.944.241 $ | +515.173 $ | +11,6 % | 4.429.068 $ | +1.982.936 $ | +81,1 % | 2.446.132 $ | +1.257.035 $ | +105,7 % |
| Ring Mountain Capital, LLC | 5.947.494 $ | +461.494 $ | +8,4 % | 5.486.000 $ | +89.000 $ | +1,6 % | 5.397.000 $ | +167.000 $ | +3,2 % | 5.230.000 $ | +269.215 $ | +5,4 % |
| Nolet Wealth Management, LLC | 2.206.767 $ | -754.599 $ | -25,5 % | 2.961.366 $ | -2.979.328 $ | -50,2 % | 5.940.694 $ | |||||
| Smith Salley Wealth Management | 5.911.322 $ | +848.429 $ | +16,8 % | 5.062.893 $ | +408.158 $ | +8,8 % | 4.654.735 $ | -222.990 $ | -4,6 % | 4.877.725 $ | +685.550 $ | +16,4 % |
| S. R. Schill & Associates | 5.908.646 $ | +652.983 $ | +12,4 % | 5.255.663 $ | ||||||||
| Bank of Jackson Hole Trust | 5.898.519 $ | +206.755 $ | +3,6 % | 5.691.764 $ | +257.345 $ | +4,7 % | 5.434.419 $ | +875.389 $ | +19,2 % | |||
| Stillwater Wealth Management Group | 5.893.083 $ | +1.000.039 $ | +20,4 % | 4.893.044 $ | +99.451 $ | +2,1 % | 4.793.593 $ | |||||
| O'ROURKE & COMPANY, Inc | 5.870.429 $ | +651.723 $ | +12,5 % | 5.218.706 $ | +212.294 $ | +4,2 % | 5.006.412 $ | +235.439 $ | +4,9 % | 4.770.973 $ | +48.551 $ | +1,0 % |
| Future Financial Wealth Managment LLC | 4.573.717 $ | +265.158 $ | +6,2 % | 4.308.559 $ | +471.701 $ | +12,3 % | 3.836.858 $ | -2.031.296 $ | -34,6 % | 5.868.154 $ | +417.248 $ | +7,7 % |
| Layline Advisors, LLC | 5.868.002 $ | |||||||||||
| LYNCH & ASSOCIATES/IN | 5.862.059 $ | +1.700.407 $ | +40,9 % | 4.161.652 $ | +1.135.987 $ | +37,5 % | 3.025.665 $ | +345.557 $ | +12,9 % | 2.680.108 $ | +378.662 $ | +16,5 % |
| RICHARDSON FINANCIAL SERVICES INC. | 5.850.401 $ | +723.862 $ | +14,1 % | 5.126.539 $ | -188.556 $ | -3,5 % | 5.315.095 $ | -352.675 $ | -6,2 % | 5.667.770 $ | +581.887 $ | +11,4 % |
| King Wealth Management Group | 5.850.000 $ | +1.085.000 $ | +22,8 % | 4.765.000 $ | +286.000 $ | +6,4 % | 4.479.000 $ | +168.000 $ | +3,9 % | 4.311.000 $ | +430.000 $ | +11,1 % |
| Amitell Capital Pte Ltd | 5.848.504 $ | +1.589.778 $ | +37,3 % | 4.258.726 $ | +2.133.498 $ | +100,4 % | 2.125.228 $ | |||||
| Churchill Financial Advisors, LLC | 5.848.137 $ | +1.276.570 $ | +27,9 % | 4.571.567 $ | +314.432 $ | +7,4 % | 4.257.135 $ | |||||
| NorthLanding Financial Partners, LLC | 5.843.355 $ | +981.378 $ | +20,2 % | 4.861.977 $ | -88.517 $ | -1,8 % | 4.950.494 $ | +125.889 $ | +2,6 % | 4.824.605 $ | +357.878 $ | +8,0 % |
| Yukon Wealth Management, Inc. | 4.119.604 $ | -1.536.636 $ | -27,2 % | 5.656.240 $ | -183.821 $ | -3,1 % | 5.840.061 $ | +1.948.236 $ | +50,1 % | 3.891.825 $ | -1.005.707 $ | -20,5 % |
| Oregon Pacific Wealth Management, LLC | 5.289.929 $ | +542.811 $ | +11,4 % | 4.747.118 $ | +33.068 $ | +0,7 % | 4.714.050 $ | -1.113.085 $ | -19,1 % | 5.827.135 $ | +531.733 $ | +10,0 % |
| Boltwood Capital Management | 5.825.457 $ | +560.513 $ | +10,6 % | 5.264.944 $ | +78.396 $ | +1,5 % | 5.186.548 $ | -5.149 $ | -0,1 % | 5.191.697 $ | +394.559 $ | +8,2 % |
| RIVERSEDGE ADVISORS, LLC | 5.823.395 $ | +501.692 $ | +9,4 % | 5.321.703 $ | -58.023 $ | -1,1 % | 5.379.726 $ | -72.218 $ | -1,3 % | 5.451.944 $ | +451.526 $ | +9,0 % |
| FFT WEALTH MANAGEMENT LLC | 5.815.466 $ | +2.360.318 $ | +68,3 % | 3.455.148 $ | +1.405.784 $ | +68,6 % | 2.049.364 $ | +63.304 $ | +3,2 % | 1.986.060 $ | +156.528 $ | +8,6 % |
| Intergy Private Wealth, LLC | 5.813.348 $ | +498.394 $ | +9,4 % | 5.314.954 $ | +202.543 $ | +4,0 % | 5.112.411 $ | +124.907 $ | +2,5 % | 4.987.504 $ | +553.539 $ | +12,5 % |
| Allred Capital Management, LLC | 5.805.453 $ | +275.901 $ | +5,0 % | 5.529.552 $ | +117.314 $ | +2,2 % | 5.412.238 $ | +598.101 $ | +12,4 % | 4.814.137 $ | +228.024 $ | +5,0 % |
| PROFFITT & GOODSON INC | 5.784.085 $ | +686.345 $ | +13,5 % | 5.097.740 $ | -43.863 $ | -0,9 % | 5.141.603 $ | -197.481 $ | -3,7 % | 5.339.084 $ | +445.409 $ | +9,1 % |
| SECURED RETIREMENT ADVISORS, LLC | 5.111.670 $ | -86.089 $ | -1,7 % | 5.197.759 $ | -209.734 $ | -3,9 % | 5.407.493 $ | -369.581 $ | -6,4 % | 5.777.074 $ | -236.977 $ | -3,9 % |
| Astra Wealth Partners LLC | 5.767.903 $ | +877.380 $ | +17,9 % | 4.890.523 $ | +286.019 $ | +6,2 % | 4.604.504 $ | +258.331 $ | +5,9 % | 4.346.173 $ | +498.489 $ | +13,0 % |
| Vantus Wealth LLC | 5.750.659 $ | +633.853 $ | +12,4 % | 5.116.806 $ | ||||||||
| Alchemi Wealth, LLC | 5.750.396 $ | +931.633 $ | +19,3 % | 4.818.763 $ | -246.036 $ | -4,9 % | 5.064.799 $ | |||||
| Sprinkle Financial Consultants LLC | 5.745.590 $ | +918.959 $ | +19,0 % | 4.826.631 $ | -11.699 $ | -0,2 % | 4.838.330 $ | +391.741 $ | +8,8 % | 4.446.589 $ | +399.282 $ | +9,9 % |
| Wiser Advisor Group LLC | 5.741.622 $ | +974.783 $ | +20,4 % | 4.766.839 $ | +2.088.660 $ | +78,0 % | 2.678.179 $ | +1.070.866 $ | +66,6 % | 1.607.313 $ | +746.400 $ | +86,7 % |
| VANCE WEALTH, LLC | 5.735.853 $ | +776.756 $ | +15,7 % | 4.959.097 $ | +8.961 $ | +0,2 % | 4.950.136 $ | +9.640 $ | +0,2 % | 4.940.496 $ | +314.551 $ | +6,8 % |
| Signet Private Wealth LLC | 5.735.106 $ | +2.002.633 $ | +53,7 % | 3.732.473 $ | -386.393 $ | -9,4 % | 4.118.866 $ | |||||
| LAUREL OAK WEALTH MANAGEMENT, LLC | 5.719.643 $ | +476.643 $ | +9,1 % | 5.243.000 $ | -380.017 $ | -6,8 % | 5.623.017 $ | |||||
| WARNER FINANCIAL, INC | 5.719.463 $ | +1.825.463 $ | +46,9 % | 3.894.000 $ | -186.000 $ | -4,6 % | 4.080.000 $ | +356.000 $ | +9,6 % | 3.724.000 $ | +530.000 $ | +16,6 % |
| First Citizens Financial Corp | 5.360.976 $ | -350.628 $ | -6,1 % | 5.711.604 $ | +3.196.188 $ | +127,1 % | 2.515.416 $ | +65.969 $ | +2,7 % | 2.449.447 $ | -208.389 $ | -7,8 % |
| NOVARE CAPITAL MANAGEMENT LLC | 4.832.974 $ | +278.578 $ | +6,1 % | 4.554.396 $ | -926.962 $ | -16,9 % | 5.481.358 $ | -221.752 $ | -3,9 % | 5.703.110 $ | -2.071.500 $ | -26,6 % |
| Farmers & Merchants Trust Co of Chambersburg PA | 5.703.000 $ | +544.000 $ | +10,5 % | 5.159.000 $ | +2.594.000 $ | +101,1 % | 2.565.000 $ | +1.000 $ | +0,0 % | 2.564.000 $ | +54.000 $ | +2,2 % |
| Anderson Financial Strategies, LLC | 1.998.799 $ | +106.968 $ | +5,7 % | 1.891.831 $ | -2.726.590 $ | -59,0 % | 4.618.421 $ | -1.081.942 $ | -19,0 % | 5.700.363 $ | +417.363 $ | +7,9 % |
| Great Diamond Partners, LLC | 5.698.056 $ | +3.326.483 $ | +140,3 % | 2.371.573 $ | -224.205 $ | -8,6 % | 2.595.778 $ | +729.004 $ | +39,1 % | 1.866.774 $ | -7.784.831 $ | -80,7 % |
| Coordinated Financial Services, Inc. | 4.978.182 $ | -125.388 $ | -2,5 % | 5.103.570 $ | -591.056 $ | -10,4 % | 5.694.626 $ | +1.634 $ | +0,0 % | |||
| GILPIN WEALTH MANAGEMENT, LLC | 5.685.556 $ | +199.239 $ | +3,6 % | 5.486.317 $ | +111.870 $ | +2,1 % | 5.374.447 $ | |||||
| JHP Wealth Management, LLC | 5.680.377 $ | +1.140.579 $ | +25,1 % | 4.539.798 $ | +476.277 $ | +11,7 % | 4.063.521 $ | |||||
| NVWM, LLC | 2.932.847 $ | -2.491.944 $ | -45,9 % | 5.424.791 $ | -242.757 $ | -4,3 % | 5.667.548 $ | +161.200 $ | +2,9 % | 5.506.348 $ | -1.039.682 $ | -15,9 % |
| Castleview Partners, LLC | 5.452.570 $ | +1.206.479 $ | +28,4 % | 4.246.091 $ | -1.244.092 $ | -22,7 % | 5.490.183 $ | -162.794 $ | -2,9 % | 5.652.977 $ | +693.000 $ | +14,0 % |
| Key Capital Management, INC | 5.633.025 $ | +1.913.103 $ | +51,4 % | 3.719.922 $ | +1.733.872 $ | +87,3 % | 1.986.050 $ | |||||
| Peregrine Asset Advisers, Inc. | 5.631.013 $ | +187.455 $ | +3,4 % | 5.443.558 $ | -158.406 $ | -2,8 % | 5.601.964 $ | +5.215.730 $ | +1.350,4 % | 386.234 $ | +33.033 $ | +9,4 % |
| Tranquility Partners, LLC | 5.627.404 $ | +412.967 $ | +7,9 % | 5.214.437 $ | +29.964 $ | +0,6 % | 5.184.473 $ | -62.900 $ | -1,2 % | 5.247.373 $ | +308.990 $ | +6,3 % |
| Atlatl Advisers LLC | 5.626.398 $ | +4.558.814 $ | +427,0 % | 1.067.584 $ | -957.085 $ | -47,3 % | 2.024.669 $ | +550.439 $ | +37,3 % | 1.474.230 $ | +553.370 $ | +60,1 % |
| TritonPoint Partners, LLC | 5.621.814 $ | +1.828.145 $ | +48,2 % | 3.793.669 $ | +852.540 $ | +29,0 % | 2.941.129 $ | |||||
| Scissortail Wealth Management, LLC | 3.529.515 $ | -788.745 $ | -18,3 % | 4.318.260 $ | -1.135.021 $ | -20,8 % | 5.453.281 $ | -165.447 $ | -2,9 % | 5.618.728 $ | +2.996.661 $ | +114,3 % |
| RHUMBLINE ADVISERS | 5.614.474 $ | +330.499 $ | +6,3 % | 5.283.975 $ | +197.579 $ | +3,9 % | 5.086.396 $ | +1.354.259 $ | +36,3 % | 3.732.137 $ | +73.019 $ | +2,0 % |
| PANORAMIC INVESTMENT ADVISORS, LLC | 5.610.397 $ | +668.029 $ | +13,5 % | 4.942.368 $ | +102.817 $ | +2,1 % | 4.839.551 $ | +34.647 $ | +0,7 % | 4.804.904 $ | +281.670 $ | +6,2 % |
| Concord Investment Counsel Inc. | 5.600.372 $ | |||||||||||
| REGATTA CAPITAL GROUP, LLC | 5.584.940 $ | +378.716 $ | +7,3 % | 5.206.224 $ | +128.612 $ | +2,5 % | 5.077.612 $ | -124.134 $ | -2,4 % | 5.201.746 $ | +296.275 $ | +6,0 % |
| Financial Planning Fort Collins, LLC | 5.264.220 $ | -317.487 $ | -5,7 % | 5.581.707 $ | +851.648 $ | +18,0 % | 4.730.059 $ | |||||
| Mann Financial Group, Inc. | 5.572.264 $ | +855.422 $ | +18,1 % | 4.716.842 $ | -114.303 $ | -2,4 % | 4.831.145 $ | -55.924 $ | -1,1 % | 4.887.069 $ | ||
| Jupiter Wealth Management LLC | 5.507.800 $ | +19.737 $ | +0,4 % | 5.488.063 $ | -68.950 $ | -1,2 % | 5.557.013 $ | +545.938 $ | +10,9 % | 5.011.075 $ | +11.225 $ | +0,2 % |
| Sankala Group LLC | 5.553.326 $ | +1.459.250 $ | +35,6 % | 4.094.076 $ | -327.865 $ | -7,4 % | 4.421.941 $ | |||||
| Montgomery Financial Services LLC | 5.536.842 $ | |||||||||||
| Hoxton Planning & Management, LLC | 4.581.370 $ | -799.793 $ | -14,9 % | 5.381.163 $ | -153.482 $ | -2,8 % | 5.534.645 $ | +911.180 $ | +19,7 % | 4.623.465 $ | +762.447 $ | +19,7 % |
| BlackDiamond Wealth Management, LLC | 4.959.042 $ | +43.366 $ | +0,9 % | 4.915.676 $ | -603.358 $ | -10,9 % | 5.519.034 $ | +1.819.793 $ | +49,2 % | 3.699.241 $ | +886.699 $ | +31,5 % |
| Parsonex Advisory Services, Inc. | 5.515.946 $ | +1.114.287 $ | +25,3 % | 4.401.659 $ | -546.885 $ | -11,1 % | 4.948.544 $ | +818.574 $ | +19,8 % | 4.129.970 $ | +411.148 $ | +11,1 % |
| W1M Investment Management Ltd | 5.513.000 $ | +216.808 $ | +4,1 % | |||||||||
| Kohmann Bosshard Financial Services, LLC | 3.440.699 $ | +312.887 $ | +10,0 % | 3.127.812 $ | -83.608 $ | -2,6 % | 3.211.420 $ | -2.301.348 $ | -41,7 % | 5.512.768 $ | -1.167.019 $ | -17,5 % |
| VIAWEALTH, LLC | 5.498.695 $ | +719.720 $ | +15,1 % | 4.778.975 $ | +473.585 $ | +11,0 % | 4.305.390 $ | +753.989 $ | +21,2 % | 3.551.401 $ | +1.502.536 $ | +73,3 % |
| WealthPoint Financial, LLC | 3.808.391 $ | +689.120 $ | +22,1 % | 3.119.271 $ | -2.376.460 $ | -43,2 % | 5.495.731 $ | |||||
| Migdal Insurance & Financial Holdings Ltd. | 4.535.451 $ | -950.357 $ | -17,3 % | 5.485.808 $ | +61.808 $ | +1,1 % | 5.424.000 $ | +3.753.000 $ | +224,6 % | 1.671.000 $ | -673.000 $ | -28,7 % |
| J. Team Financial, Inc. | 5.482.612 $ | +623.679 $ | +12,8 % | 4.858.933 $ | -501.083 $ | -9,3 % | 5.360.016 $ | +134.644 $ | +2,6 % | 5.225.372 $ | ||
| Chevy Chase Trust Holdings, LLC | 5.478.670 $ | +1.532.564 $ | +38,8 % | 3.946.106 $ | +1.031.464 $ | +35,4 % | 2.914.642 $ | |||||
| J. M. Brown & Associates Inc. | 5.472.510 $ | |||||||||||
| DecisionMap Wealth Management, LLC | 5.463.875 $ | +974.041 $ | +21,7 % | 4.489.834 $ | -248.716 $ | -5,2 % | 4.738.550 $ | +507.468 $ | +12,0 % | 4.231.082 $ | +455.969 $ | +12,1 % |
| Nova R Wealth, Inc. | 5.463.581 $ | +837.965 $ | +18,1 % | 4.625.616 $ | -79.171 $ | -1,7 % | 4.704.787 $ | -160.211 $ | -3,3 % | 4.864.998 $ | +389.937 $ | +8,7 % |
| ISLAY CAPITAL MANAGEMENT, LLC | 4.938.512 $ | +342.485 $ | +7,5 % | 4.596.027 $ | -308.176 $ | -6,3 % | 4.904.203 $ | -540.706 $ | -9,9 % | 5.444.909 $ | +538.325 $ | +11,0 % |
| CURTIS WEALTH MANAGEMENT LLC | 3.796.344 $ | +137.963 $ | +3,8 % | 3.658.381 $ | -1.780.421 $ | -32,7 % | 5.438.802 $ | |||||
| Integrated Financial Solutions, Inc. | 5.433.461 $ | +936.202 $ | +20,8 % | 4.497.259 $ | +370.557 $ | +9,0 % | 4.126.702 $ | +1.026.473 $ | +33,1 % | 3.100.229 $ | +77.945 $ | +2,6 % |
| Family Legacy, Inc. | 5.430.401 $ | +14.951 $ | +0,3 % | 5.415.450 $ | -7.516 $ | -0,1 % | 5.422.966 $ | +5.886 $ | +0,1 % | 5.417.080 $ | +142.734 $ | +2,7 % |
| BG Investment Services, LLC | 3.907.196 $ | -1.517.182 $ | -28,0 % | 5.424.378 $ | +2.256.074 $ | +71,2 % | 3.168.304 $ | -1.582.248 $ | -33,3 % | 4.750.552 $ | +1.577.571 $ | +49,7 % |
| Safeguard Investment Advisory Group, LLC | 648.681 $ | -673.809 $ | -51,0 % | 1.322.490 $ | -4.097.783 $ | -75,6 % | 5.420.273 $ | +579.867 $ | +12,0 % | |||
| Stonegate Management LLC | 5.417.477 $ | |||||||||||
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.217.213 $ | -199.104 $ | -3,7 % | 5.416.317 $ | -19.143.457 $ | -77,9 % | ||||||
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 5.413.294 $ | +990.785 $ | +22,4 % | 4.422.509 $ | +17.315 $ | +0,4 % | 4.405.194 $ | +663.157 $ | +17,7 % | 3.742.037 $ | -587.687 $ | -13,6 % |
| White Pine Investment CO | 5.401.000 $ | +470.000 $ | +9,5 % | 4.931.000 $ | -197.000 $ | -3,8 % | 5.128.000 $ | -239.000 $ | -4,5 % | 5.367.000 $ | +207.000 $ | +4,0 % |
| PMG Family Office LLC | 5.385.116 $ | +452.502 $ | +9,2 % | 4.932.614 $ | +77.382 $ | +1,6 % | 4.855.232 $ | +17.418 $ | +0,4 % | 4.837.814 $ | ||
| STUDIO INVESTMENT MANAGEMENT LLC | 5.383.616 $ | +374.830 $ | +7,5 % | 5.008.786 $ | +1.698.899 $ | +51,3 % | 3.309.887 $ | +82.668 $ | +2,6 % | 3.227.219 $ | +54.700 $ | +1,7 % |
| Live Oak Investment Partners | 5.376.715 $ | +918.251 $ | +20,6 % | 4.458.464 $ | -461.798 $ | -9,4 % | 4.920.262 $ | +4.070.737 $ | +479,2 % | 849.525 $ | +838 $ | +0,1 % |
| BTG Pactual Asset Management US LLC | 5.364.835 $ | +532.828 $ | +11,0 % | 4.832.007 $ | +1.794.322 $ | +59,1 % | 3.037.685 $ | -20.869 $ | -0,7 % | 3.058.554 $ | +287.551 $ | +10,4 % |
| Boston Partners | 4.877.635 $ | -480.365 $ | -9,0 % | 5.358.000 $ | +467.533 $ | +9,6 % | 4.890.467 $ | +355.899 $ | +7,8 % | 4.534.568 $ | ||
| Evergreen Wealth Partners LLC | 1.453.793 $ | +58.125 $ | +4,2 % | 1.395.668 $ | -3.961.513 $ | -73,9 % | 5.357.181 $ | |||||
| WOLVERINE TRADING, LLC | 5.350.511 $ | +3.113.484 $ | +139,2 % | |||||||||
| Global Financial Private Client, LLC | 5.345.579 $ | +610.708 $ | +12,9 % | 4.734.871 $ | +192.386 $ | +4,2 % | 4.542.485 $ | -414.124 $ | -8,4 % | 4.956.609 $ | +278.507 $ | +6,0 % |
| Counterweight Ventures, LLC | 5.320.015 $ | +3.203.404 $ | +151,3 % | 2.116.611 $ | ||||||||
| Willis Johnson & Associates, Inc. | 5.310.432 $ | +178.958 $ | +3,5 % | 5.131.474 $ | -77.668 $ | -1,5 % | 5.209.142 $ | +39.121 $ | +0,8 % | 5.170.021 $ | +316.976 $ | +6,5 % |
| Minot DeBlois Advisors LLC | 5.301.724 $ | +842.428 $ | +18,9 % | 4.459.296 $ | +109.453 $ | +2,5 % | 4.349.843 $ | -34.551 $ | -0,8 % | 4.384.394 $ | +297.081 $ | +7,3 % |
| Realta Investment Advisors | 5.299.275 $ | +1.490.340 $ | +39,1 % | 3.808.935 $ | +65.944 $ | +1,8 % | 3.742.991 $ | +394.459 $ | +11,8 % | 3.348.532 $ | +279.018 $ | +9,1 % |
| Fortis Capital Management LLC | 5.290.627 $ | +585.288 $ | +12,4 % | 4.705.339 $ | +675.727 $ | +16,8 % | 4.029.612 $ | +244.457 $ | +6,5 % | 3.785.155 $ | +392.607 $ | +11,6 % |
| Treasure Coast Financial Planning | 5.242.198 $ | -21.623 $ | -0,4 % | 5.263.821 $ | -25.959 $ | -0,5 % | 5.289.780 $ | +76.663 $ | +1,5 % | 5.213.117 $ | -1.223.371 $ | -19,0 % |
| Cravens & Co Advisors, LLC | 4.590.188 $ | -653.261 $ | -12,5 % | 5.243.449 $ | -45.202 $ | -0,9 % | 5.288.651 $ | |||||
| THOMPSON DAVIS & CO., INC. | 5.288.330 $ | +1.730.856 $ | +48,7 % | 3.557.474 $ | -477.120 $ | -11,8 % | 4.034.594 $ | -50.605 $ | -1,2 % | 4.085.199 $ | -51.149 $ | -1,2 % |
| Legacy Wealth Partners, LLC | 5.269.873 $ | +808.184 $ | +18,1 % | 4.461.689 $ | +316.984 $ | +7,6 % | 4.144.705 $ | |||||
| CYPRESS FINANCIAL PLANNING LLC | 5.266.073 $ | +1.269.747 $ | +31,8 % | 3.996.326 $ | +108.793 $ | +2,8 % | 3.887.533 $ | +271.887 $ | +7,5 % | 3.615.646 $ | +381.170 $ | +11,8 % |
| GRAND WEALTH MANAGEMENT, LLC | 5.259.512 $ | +722.414 $ | +15,9 % | 4.537.098 $ | -195.324 $ | -4,1 % | 4.732.422 $ | +83.348 $ | +1,8 % | 4.649.074 $ | +414.378 $ | +9,8 % |
| North Forty Two & Co. | 4.646.408 $ | -59.245 $ | -1,3 % | 4.705.653 $ | -372.258 $ | -7,3 % | 5.077.911 $ | -181.198 $ | -3,4 % | 5.259.109 $ | -225.144 $ | -4,1 % |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 5.244.034 $ | +331.028 $ | +6,7 % | 4.913.006 $ | -63.686 $ | -1,3 % | 4.976.692 $ | +162.455 $ | +3,4 % | 4.814.237 $ | +200.112 $ | +4,3 % |
| Whalen Wealth Management Inc. | 5.241.665 $ | +236.311 $ | +4,7 % | 5.005.354 $ | +1.281.778 $ | +34,4 % | 3.723.576 $ | -956.038 $ | -20,4 % | |||
| John W. Brooker & Co., CPAs | 5.233.537 $ | +527.704 $ | +11,2 % | 4.705.833 $ | -123.796 $ | -2,6 % | 4.829.629 $ | +630.945 $ | +15,0 % | 4.198.684 $ | +314.936 $ | +8,1 % |
| Westwood Wealth Management | 5.233.414 $ | |||||||||||
| BAM Wealth Management, LLC | 5.231.933 $ | +1.701.172 $ | +48,2 % | 3.530.761 $ | +1.392.482 $ | +65,1 % | 2.138.279 $ | +1.396.385 $ | +188,2 % | 741.894 $ | ||
| Arsenal Capital Advisors LLC | 5.226.836 $ | +1.334.960 $ | +34,3 % | 3.891.876 $ | +467.666 $ | +13,7 % | 3.424.210 $ | |||||
| Rothschild & Co Wealth Management UK Ltd | 2.514.360 $ | -1.873.543 $ | -42,7 % | 4.387.903 $ | -835.158 $ | -16,0 % | 5.223.061 $ | +2.082.566 $ | +66,3 % | 3.140.495 $ | +119.905 $ | +4,0 % |
| Snider Financial Group | 5.218.771 $ | +520.311 $ | +11,1 % | 4.698.460 $ | +6.221 $ | +0,1 % | 4.692.239 $ | +381.068 $ | +8,8 % | 4.311.171 $ | +54.473 $ | +1,3 % |
| BigSur Wealth Management LLC | 5.215.081 $ | +349.262 $ | +7,2 % | 4.865.819 $ | +888.089 $ | +22,3 % | 3.977.730 $ | +413.667 $ | +11,6 % | 3.564.063 $ | -468.177 $ | -11,6 % |
| WESCAP Management Group, Inc. | 5.213.113 $ | +664.833 $ | +14,6 % | 4.548.280 $ | +2.603 $ | +0,1 % | 4.545.677 $ | +58.116 $ | +1,3 % | 4.487.561 $ | +313.920 $ | +7,5 % |
| TRITONPOINT WEALTH, LLC | 2.382.453 $ | +94.118 $ | +4,1 % | 2.288.335 $ | -44.968 $ | -1,9 % | 2.333.303 $ | -2.859.406 $ | -55,1 % | 5.192.709 $ | +245.372 $ | +5,0 % |
| Pinnacle Bancorp, Inc. | 5.187.031 $ | +723.457 $ | +16,2 % | 4.463.574 $ | +949.752 $ | +27,0 % | 3.513.822 $ | +194.932 $ | +5,9 % | 3.318.890 $ | +473.535 $ | +16,6 % |
| INTRUST BANK NA | 5.174.582 $ | +427.900 $ | +9,0 % | 4.746.682 $ | +889.492 $ | +23,1 % | 3.857.190 $ | +113.280 $ | +3,0 % | 3.743.910 $ | +286.886 $ | +8,3 % |
| LRI Investments, LLC | 4.966.572 $ | -31.370 $ | -0,6 % | 4.997.942 $ | -51.980 $ | -1,0 % | 5.049.922 $ | -113.452 $ | -2,2 % | 5.163.374 $ | +403.903 $ | +8,5 % |
| New Hampshire Trust | 5.154.802 $ | +673.783 $ | +15,0 % | 4.481.019 $ | +135.919 $ | +3,1 % | 4.345.100 $ | -499.559 $ | -10,3 % | 4.844.659 $ | +349.133 $ | +7,8 % |
| 1900 WEALTH MANAGEMENT LLC | 5.152.705 $ | +475.444 $ | +10,2 % | 4.677.261 $ | +54.819 $ | +1,2 % | 4.622.442 $ | -115.839 $ | -2,4 % | 4.738.281 $ | +148.898 $ | +3,2 % |
| Elevation Wealth Management LLC | 5.143.025 $ | +350.276 $ | +7,3 % | 4.792.749 $ | +405.560 $ | +9,2 % | 4.387.189 $ | |||||
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 5.136.385 $ | +928.858 $ | +22,1 % | 4.207.527 $ | -139.825 $ | -3,2 % | 4.347.352 $ | +356.923 $ | +8,9 % | 3.990.429 $ | +88.182 $ | +2,3 % |
| CASCADE INVESTMENT GROUP, INC. | 5.133.441 $ | +139.135 $ | +2,8 % | 4.994.306 $ | +355.837 $ | +7,7 % | 4.638.469 $ | -127.672 $ | -2,7 % | 4.766.141 $ | +178.681 $ | +3,9 % |
| Leslie Global Wealth, LLC | 4.996.074 $ | -134.832 $ | -2,6 % | 5.130.906 $ | +1.141.945 $ | +28,6 % | 3.988.961 $ | -17.835 $ | -0,4 % | 4.006.796 $ | +1.280.369 $ | +47,0 % |
| Faithward Advisors, LLC | 5.121.062 $ | +3.626.280 $ | +242,6 % | 1.494.782 $ | -119.856 $ | -7,4 % | 1.614.638 $ | +202.363 $ | +14,3 % | 1.412.275 $ | -14.619 $ | -1,0 % |
| Retirement Wealth Solutions LLC | 5.120.243 $ | +32.572 $ | +0,6 % | 5.087.671 $ | +332.063 $ | +7,0 % | 4.755.608 $ | +964.876 $ | +25,5 % | 3.790.732 $ | +1.466.808 $ | +63,1 % |
| Junk Investment Group, LLC | 5.117.422 $ | +651.099 $ | +14,6 % | 4.466.323 $ | ||||||||
| Center For Asset Management LLC | 5.111.446 $ | +710.551 $ | +16,1 % | 4.400.895 $ | +955.503 $ | +27,7 % | 3.445.392 $ | +1.111.539 $ | +47,6 % | 2.333.853 $ | +1.209.625 $ | +107,6 % |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 5.099.323 $ | +509.041 $ | +11,1 % | 4.590.282 $ | -400.081 $ | -8,0 % | 4.990.363 $ | +302.817 $ | +6,5 % | 4.687.546 $ | +340.578 $ | +7,8 % |
| Essex Bank | 5.084.527 $ | +667.096 $ | +15,1 % | 4.417.431 $ | +77.245 $ | +1,8 % | 4.340.186 $ | +446.021 $ | +11,5 % | 3.894.165 $ | +320.075 $ | +9,0 % |
| LOWERY THOMAS, LLC | 5.071.549 $ | +168.133 $ | +3,4 % | 4.903.416 $ | +304.176 $ | +6,6 % | 4.599.240 $ | +110.384 $ | +2,5 % | 4.488.856 $ | +518.980 $ | +13,1 % |
| OPINICUS CAPITAL, INC. | 5.040.528 $ | +322.099 $ | +6,8 % | 4.718.429 $ | -285.678 $ | -5,7 % | 5.004.107 $ | +283.374 $ | +6,0 % | 4.720.733 $ | +219.541 $ | +4,9 % |
| Kathleen S. Wright Associates Inc. | 5.035.311 $ | +214.298 $ | +4,4 % | |||||||||
| MARIPAU WEALTH MANAGEMENT LLC | 5.030.904 $ | +463.256 $ | +10,1 % | 4.567.648 $ | +187.917 $ | +4,3 % | 4.379.731 $ | +1.661.548 $ | +61,1 % | 2.718.183 $ | +327.331 $ | +13,7 % |
| Cambria Investment Management, L.P. | 2.451.036 $ | -547.820 $ | -18,3 % | 2.998.856 $ | -2.030.764 $ | -40,4 % | 5.029.620 $ | |||||
| BARINGS LLC | 2.952.274 $ | +21.464 $ | +0,7 % | 2.930.810 $ | -259.330 $ | -8,1 % | 3.190.140 $ | -1.832.809 $ | -36,5 % | 5.022.949 $ | -5.588.468 $ | -52,7 % |
| Hixon Zuercher, LLC | 4.926.848 $ | -91.916 $ | -1,8 % | 5.018.764 $ | +69.643 $ | +1,4 % | 4.949.121 $ | -72.174 $ | -1,4 % | 5.021.295 $ | +1.234.267 $ | +32,6 % |
| Madrid Wealth Management, LLC | 5.008.490 $ | +656.901 $ | +15,1 % | 4.351.589 $ | +397.808 $ | +10,1 % | 3.953.781 $ | |||||
| PCA Investment Advisory Services Inc. | 5.004.059 $ | +874.459 $ | +21,2 % | 4.129.600 $ | +12.190 $ | +0,3 % | 4.117.410 $ | +80.341 $ | +2,0 % | 4.037.069 $ | +359.460 $ | +9,8 % |
| Maltin Wealth Management, Inc. | 4.996.478 $ | +1.360.295 $ | +37,4 % | 3.636.183 $ | +449.533 $ | +14,1 % | 3.186.650 $ | +206.013 $ | +6,9 % | 2.980.637 $ | +511.906 $ | +20,7 % |
| Burt Wealth Advisors | 4.987.672 $ | +353.908 $ | +7,6 % | |||||||||
| Redmond Asset Management, LLC | 3.397.674 $ | -14.873 $ | -0,4 % | 3.412.547 $ | -154.004 $ | -4,3 % | 3.566.551 $ | -1.405.368 $ | -28,3 % | 4.971.919 $ | -50.653 $ | -1,0 % |
| 360 Financial, Inc. | 4.970.465 $ | +736.012 $ | +17,4 % | 4.234.453 $ | +362.979 $ | +9,4 % | 3.871.474 $ | +3.108.313 $ | +407,3 % | 763.161 $ | -12.091.746 $ | -94,1 % |
| Martin Investment Management, LLC | 1.959.436 $ | -86.119 $ | -4,2 % | 2.045.555 $ | -2.921.877 $ | -58,8 % | 4.967.432 $ | |||||
| Compass Financial Group, Inc. | 4.794.643 $ | -53.243 $ | -1,1 % | 4.847.886 $ | -63.153 $ | -1,3 % | 4.911.039 $ | -52.785 $ | -1,1 % | 4.963.824 $ | +48.309 $ | +1,0 % |
| Cranbrook Wealth Management, LLC | 4.958.095 $ | +734.976 $ | +17,4 % | 4.223.119 $ | +67.421 $ | +1,6 % | 4.155.698 $ | -57.036 $ | -1,4 % | 4.212.734 $ | +123.234 $ | +3,0 % |
| TPG Advisors LLC | 4.955.702 $ | +686.920 $ | +16,1 % | 4.268.782 $ | -68.350 $ | -1,6 % | 4.337.132 $ | +138.556 $ | +3,3 % | 4.198.576 $ | +273.722 $ | +7,0 % |
| MJT & Associates Financial Advisory Group, Inc. | 3.952.773 $ | -274.768 $ | -6,5 % | 4.227.541 $ | -427.248 $ | -9,2 % | 4.654.789 $ | -297.995 $ | -6,0 % | 4.952.784 $ | -532.968 $ | -9,7 % |
| Alta Wealth Advisors LLC | 4.946.228 $ | +1.226.344 $ | +33,0 % | 3.719.884 $ | +804.530 $ | +27,6 % | 2.915.354 $ | +688.415 $ | +30,9 % | 2.226.939 $ | +623.050 $ | +38,8 % |
| Harborfront Financial Group LLC | 4.940.337 $ | +1.278.237 $ | +34,9 % | 3.662.100 $ | ||||||||
| Sugar Maple Asset Management, LLC | 1.684.510 $ | +76.885 $ | +4,8 % | 1.607.625 $ | -3.331.557 $ | -67,5 % | 4.939.182 $ | +308.410 $ | +6,7 % | 4.630.772 $ | -156.878 $ | -3,3 % |
| New Millennium Group LLC | 4.931.712 $ | +4.890.267 $ | +11.799,4 % | 41.445 $ | +20.521 $ | +98,1 % | ||||||
| Register Financial Advisors LLC | 4.929.133 $ | +248.740 $ | +5,3 % | 4.680.393 $ | +132.331 $ | +2,9 % | 4.548.062 $ | -6.374 $ | -0,1 % | 4.554.436 $ | +141.405 $ | +3,2 % |
| MACQUARIE GROUP LTD | 4.926.861 $ | +440.219 $ | +9,8 % | |||||||||
| Forum Finance Group S.A. | 4.925.000 $ | +1.678.000 $ | +51,7 % | 3.247.000 $ | ||||||||
| Castle Rock Wealth Management, LLC | 4.778.275 $ | -145.568 $ | -3,0 % | 4.923.843 $ | +598.714 $ | +13,8 % | 4.325.129 $ | -122.462 $ | -2,8 % | 4.447.591 $ | +92.801 $ | +2,1 % |
| Optas, LLC | 4.920.124 $ | +656.252 $ | +15,4 % | 4.263.872 $ | +22.469 $ | +0,5 % | 4.241.403 $ | -580.443 $ | -12,0 % | 4.821.846 $ | -257.455 $ | -5,1 % |
| Stenger Family Office, LLC | 4.919.777 $ | +4.213.478 $ | +596,6 % | 706.299 $ | +101.953 $ | +16,9 % | 604.346 $ | |||||
| ZEGA Investments, LLC | 1.919.809 $ | +423.290 $ | +28,3 % | 1.496.519 $ | -1.083.782 $ | -42,0 % | 2.580.301 $ | -2.333.019 $ | -47,5 % | 4.913.320 $ | -8.860.337 $ | -64,3 % |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 3.823.960 $ | -924.866 $ | -19,5 % | 4.748.826 $ | -158.950 $ | -3,2 % | 4.907.776 $ | +1.832.892 $ | +59,6 % | 3.074.884 $ | -54.310 $ | -1,7 % |
| 4Thought Financial Group Inc. | 2.574.202 $ | -628.356 $ | -19,6 % | 3.202.558 $ | -587.140 $ | -15,5 % | 3.789.698 $ | -1.111.634 $ | -22,7 % | 4.901.332 $ | +305.766 $ | +6,7 % |
| Avos Capital Management, LLC | 987.918 $ | -3.912.905 $ | -79,8 % | 4.900.823 $ | +96.081 $ | +2,0 % | 4.804.742 $ | +957.632 $ | +24,9 % | |||
| Box Hill Private Wealth LLC | 4.900.510 $ | +440.921 $ | +9,9 % | 4.459.589 $ | +1.033.869 $ | +30,2 % | 3.425.720 $ | |||||
| Noble Wealth Partners LLC | 4.894.899 $ | |||||||||||
| Hopwood Financial Services, Inc. | 4.890.793 $ | +806.575 $ | +19,7 % | 4.084.218 $ | -410.046 $ | -9,1 % | 4.494.264 $ | +154.857 $ | +3,6 % | 4.339.407 $ | +284.205 $ | +7,0 % |
| Smallwood Wealth Investment Management, LLC | 4.881.989 $ | +1.368.508 $ | +39,0 % | 3.513.481 $ | +119.438 $ | +3,5 % | 3.394.043 $ | +558.079 $ | +19,7 % | 2.835.964 $ | +779.668 $ | +37,9 % |
| Advisors Capital Management, LLC | 4.873.322 $ | +870.788 $ | +21,8 % | 4.002.534 $ | +2.410.081 $ | +151,3 % | 1.592.453 $ | +738.473 $ | +86,5 % | 853.980 $ | +211.160 $ | +32,8 % |
| QTR Family Wealth, LLC | 4.640.973 $ | -52.414 $ | -1,1 % | 4.693.387 $ | -178.599 $ | -3,7 % | 4.871.986 $ | +304.579 $ | +6,7 % | 4.567.407 $ | -43.729 $ | -0,9 % |
| Envision Financial Transparency, LLC | 311.360 $ | -4.559.640 $ | -93,6 % | 4.871.000 $ | ||||||||
| Spartan Planning & Wealth Management | 4.865.835 $ | +2.316.579 $ | +90,9 % | 2.549.256 $ | -1.167.516 $ | -31,4 % | 3.716.772 $ | +641.355 $ | +20,9 % | 3.075.417 $ | +356.283 $ | +13,1 % |
| ZWJ INVESTMENT COUNSEL INC | 2.635.494 $ | -2.227.894 $ | -45,8 % | 4.863.388 $ | +1.028.676 $ | +26,8 % | 3.834.712 $ | +1.860.944 $ | +94,3 % | 1.973.768 $ | +743.999 $ | +60,5 % |
| SWEENEY & MICHEL, LLC | 4.715.634 $ | -139.130 $ | -2,9 % | 4.854.764 $ | +662.117 $ | +15,8 % | 4.192.647 $ | -3.034.392 $ | -42,0 % | |||
| Tranquilli Financial Advisor LLC | 4.854.234 $ | +361.173 $ | +8,0 % | 4.493.061 $ | -283.257 $ | -5,9 % | 4.776.318 $ | -8.823 $ | -0,2 % | 4.785.141 $ | +294.379 $ | +6,6 % |
| Brooklyn Investment Group | 4.853.317 $ | +1.581.122 $ | +48,3 % | 3.272.195 $ | +1.917.366 $ | +141,5 % | 1.354.829 $ | -617.889 $ | -31,3 % | |||
| COLTON GROOME FINANCIAL ADVISORS, LLC | 4.651.328 $ | +352.815 $ | +8,2 % | 4.298.513 $ | -27.467 $ | -0,6 % | 4.325.980 $ | -526.706 $ | -10,9 % | 4.852.686 $ | +5.077 $ | +0,1 % |
| NORRIS PERNE & FRENCH LLP/MI | 4.851.693 $ | +1.078.367 $ | +28,6 % | 3.773.326 $ | +493.915 $ | +15,1 % | 3.279.411 $ | +418.462 $ | +14,6 % | 2.860.949 $ | +279.820 $ | +10,8 % |
| Invera Wealth Advisors, LLC | 4.850.531 $ | +555.884 $ | +12,9 % | 4.294.647 $ | -6.895 $ | -0,2 % | 4.301.542 $ | -219.186 $ | -4,8 % | 4.520.728 $ | +345.341 $ | +8,3 % |
| Ervin Investment Management, LLC | 4.848.355 $ | +699.197 $ | +16,9 % | 4.149.158 $ | +191.918 $ | +4,8 % | 3.957.240 $ | +162.845 $ | +4,3 % | 3.794.395 $ | +416.034 $ | +12,3 % |
| Crossmark Global Holdings, Inc. | 2.600.146 $ | +31.706 $ | +1,2 % | 2.568.440 $ | -19.575 $ | -0,8 % | 2.588.015 $ | -2.253.895 $ | -46,5 % | 4.841.910 $ | -1.087.184 $ | -18,3 % |
| Lotus Technology Management, LP | 4.836.159 $ | |||||||||||
| TRUST CO OF TOLEDO NA /OH/ | 4.823.516 $ | +665.401 $ | +16,0 % | 4.158.115 $ | +56.390 $ | +1,4 % | 4.101.725 $ | -38.492 $ | -0,9 % | 4.140.217 $ | +216.431 $ | +5,5 % |
| BREAKTHRU ADVISORY SERVICES, LLC | 1.726.956 $ | -361.314 $ | -17,3 % | 2.088.270 $ | -2.734.113 $ | -56,7 % | 4.822.383 $ | +642.301 $ | +15,4 % | 4.180.082 $ | -19.160.594 $ | -82,1 % |
| Boston Common Asset Management, LLC | 4.775.756 $ | -17.838 $ | -0,4 % | 4.793.594 $ | +373.599 $ | +8,5 % | 4.419.995 $ | -60.395 $ | -1,3 % | 4.480.390 $ | -1.463.311 $ | -24,6 % |
| AMARA FINANCIAL, LLC. | 4.788.268 $ | +911.027 $ | +23,5 % | 3.877.241 $ | +1.138.066 $ | +41,5 % | 2.739.175 $ | +805.454 $ | +41,7 % | 1.933.721 $ | +772.419 $ | +66,5 % |
| HARBOR ADVISORY CORP /MA/ | 4.785.632 $ | +470.284 $ | +10,9 % | 4.315.348 $ | +18.273 $ | +0,4 % | 4.297.075 $ | -116.004 $ | -2,6 % | 4.413.079 $ | +378.154 $ | +9,4 % |
| Variant Private Wealth, LLC | 2.473.719 $ | +98.958 $ | +4,2 % | 2.374.761 $ | +82.612 $ | +3,6 % | 2.292.149 $ | -2.489.078 $ | -52,1 % | 4.781.227 $ | +345.159 $ | +7,8 % |
| STEVENS CAPITAL PARTNERS | 4.774.783 $ | +622.382 $ | +15,0 % | 4.152.401 $ | +2.790.841 $ | +205,0 % | 1.361.560 $ | +110.012 $ | +8,8 % | 1.251.548 $ | +221.498 $ | +21,5 % |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 4.763.747 $ | +294.554 $ | +6,6 % | 4.469.193 $ | +8.148 $ | +0,2 % | 4.461.045 $ | -285.409 $ | -6,0 % | 4.746.454 $ | +417.690 $ | +9,6 % |
| Carnegie Investment Counsel | 2.451.906 $ | +504.853 $ | +25,9 % | 1.947.053 $ | +204.605 $ | +11,7 % | 1.742.448 $ | -3.014.819 $ | -63,4 % | 4.757.267 $ | -705.561 $ | -12,9 % |
| Commonwealth Retirement Investments LLC | 4.742.574 $ | +1.092.539 $ | +29,9 % | 3.650.035 $ | -62.834 $ | -1,7 % | 3.712.869 $ | +1.030.041 $ | +38,4 % | 2.682.828 $ | +618.142 $ | +29,9 % |
| FSA WEALTH PARTNERS, INC. | 3.130.611 $ | -347.629 $ | -10,0 % | 3.478.240 $ | -1.257.408 $ | -26,6 % | 4.735.648 $ | +90.821 $ | +2,0 % | 4.644.827 $ | +533.339 $ | +13,0 % |
| Mission Financial Group, LLC | 4.729.842 $ | |||||||||||
| ArborFi Advisors, LLC | 4.723.430 $ | +1.432.553 $ | +43,5 % | 3.290.877 $ | -77.885 $ | -2,3 % | 3.368.762 $ | -241.455 $ | -6,7 % | 3.610.217 $ | +415.557 $ | +13,0 % |
| GLOBALT Investments LLC / GA | 1.303.899 $ | -76.675 $ | -5,6 % | 1.380.574 $ | -2.511.686 $ | -64,5 % | 3.892.260 $ | -813.438 $ | -17,3 % | 4.705.698 $ | -57.173 $ | -1,2 % |
| Innovative Wealth Building LLC | 4.702.054 $ | +2.520.336 $ | +115,5 % | 2.181.718 $ | -277.864 $ | -11,3 % | 2.459.582 $ | +133.013 $ | +5,7 % | 2.326.569 $ | +412.296 $ | +21,5 % |
| Virtus Family Office LLC | 4.697.471 $ | +442.264 $ | +10,4 % | 4.255.207 $ | +176.924 $ | +4,3 % | 4.078.283 $ | +533.208 $ | +15,0 % | 3.545.075 $ | +1.943.963 $ | +121,4 % |
| Comprehensive Financial Planning, Inc./PA | 4.685.985 $ | +690.816 $ | +17,3 % | 3.995.169 $ | +263.248 $ | +7,1 % | 3.731.921 $ | -13.339 $ | -0,4 % | 3.745.260 $ | -312.223 $ | -7,7 % |
| Fullerton Advisors, LLC | 2.751.370 $ | -1.729.830 $ | -38,6 % | 4.481.200 $ | -203.055 $ | -4,3 % | 4.684.255 $ | |||||
| Mezzasalma Advisors, LLC | 629.080 $ | +18.238 $ | +3,0 % | 610.842 $ | -4.068.358 $ | -86,9 % | 4.679.200 $ | +1.009.692 $ | +27,5 % | 3.669.508 $ | +3.051.596 $ | +493,9 % |
| Winch Advisory Services, LLC | 4.679.065 $ | +499.601 $ | +12,0 % | 4.179.464 $ | +82.467 $ | +2,0 % | 4.096.997 $ | +133.416 $ | +3,4 % | 3.963.581 $ | +480.329 $ | +13,8 % |
| OLIO Financial Planning | 4.674.992 $ | +492.024 $ | +11,8 % | 4.182.968 $ | +73.579 $ | +1,8 % | 4.109.389 $ | +271.959 $ | +7,1 % | 3.837.430 $ | +230.118 $ | +6,4 % |
| Aerodigm Wealth, LLC | 4.673.874 $ | +353.029 $ | +8,2 % | 4.320.845 $ | -44.399 $ | -1,0 % | 4.365.244 $ | -29.090 $ | -0,7 % | 4.394.334 $ | +1.002.886 $ | +29,6 % |
| PROMETHIUM ADVISORS,LLC | 4.673.123 $ | +258.716 $ | +5,9 % | 4.414.407 $ | +300.857 $ | +7,3 % | 4.113.550 $ | +590.301 $ | +16,8 % | 3.523.249 $ | +251.348 $ | +7,7 % |
| Palacios Wealth Management, LLC | 3.981.932 $ | -11.325 $ | -0,3 % | 3.993.257 $ | +415.041 $ | +11,6 % | 3.578.216 $ | -1.093.466 $ | -23,4 % | 4.671.682 $ | -36.318 $ | -0,8 % |
| Bill Few Associates, Inc. | 4.665.098 $ | +654.542 $ | +16,3 % | 4.010.556 $ | +434.567 $ | +12,2 % | 3.575.989 $ | +388.485 $ | +12,2 % | 3.187.504 $ | +256.164 $ | +8,7 % |
| STAR Financial Bank | 4.663.079 $ | +824.443 $ | +21,5 % | 3.838.636 $ | -714.386 $ | -15,7 % | 4.553.022 $ | +276.847 $ | +6,5 % | 4.276.175 $ | -397.513 $ | -8,5 % |
| Beacon Capital Management, LLC | 4.651.931 $ | +3.236.745 $ | +228,7 % | 1.415.186 $ | +1.123.020 $ | +384,4 % | 292.166 $ | -317.931 $ | -52,1 % | |||
| Navalign, LLC | 2.798.490 $ | +591.317 $ | +26,8 % | 2.207.173 $ | -2.443.066 $ | -52,5 % | 4.650.239 $ | +981.492 $ | +26,8 % | 3.668.747 $ | +651.627 $ | +21,6 % |
| Cedrus Wealth Group LLC | 4.404.379 $ | -227.763 $ | -4,9 % | 4.632.142 $ | +363.066 $ | +8,5 % | 4.269.076 $ | |||||
| Wealth Dimensions Group, Ltd. | 4.630.880 $ | +480.356 $ | +11,6 % | 4.150.524 $ | -113.315 $ | -2,7 % | 4.263.839 $ | -68.600 $ | -1,6 % | 4.332.439 $ | +110.538 $ | +2,6 % |
| Laird Norton Wetherby Wealth Management, LLC | 4.611.047 $ | +626.722 $ | +15,7 % | |||||||||
| ADELL HARRIMAN & CARPENTER INC | 4.430.938 $ | -72.132 $ | -1,6 % | 4.503.070 $ | -44.783 $ | -1,0 % | 4.547.853 $ | -62.834 $ | -1,4 % | 4.610.687 $ | -219.656 $ | -4,5 % |
| SUMMITPOINT CAPITAL MANAGEMENT | 4.600.013 $ | +2.320.892 $ | +101,8 % | 2.279.121 $ | ||||||||
| TOWNSQUARE CAPITAL LLC | 630.862 $ | -3.966.399 $ | -86,3 % | 4.597.261 $ | -3.588.789 $ | -43,8 % | ||||||
| Estate Planners Group, LLC | 4.293.444 $ | +216.886 $ | +5,3 % | 4.076.558 $ | -520.403 $ | -11,3 % | 4.596.961 $ | |||||
| LFA - Lugano Financial Advisors SA | 108.783 $ | +1.631 $ | +1,5 % | 107.152 $ | -4.035.844 $ | -97,4 % | 4.142.996 $ | -449.430 $ | -9,8 % | 4.592.426 $ | +74.398 $ | +1,6 % |
| FINANCIAL COUNSELORS INC | 4.584.780 $ | +2.887.902 $ | +170,2 % | 1.696.878 $ | -68.454 $ | -3,9 % | 1.765.332 $ | -40.810 $ | -2,3 % | 1.806.142 $ | +161.380 $ | +9,8 % |
| HF Advisory Group, LLC | 4.580.695 $ | +438.085 $ | +10,6 % | 4.142.610 $ | +241.738 $ | +6,2 % | 3.900.872 $ | +235.179 $ | +6,4 % | 3.665.693 $ | +292.542 $ | +8,7 % |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 4.580.333 $ | +1.397.870 $ | +43,9 % | 3.182.463 $ | +323.064 $ | +11,3 % | 2.859.399 $ | +1.499.090 $ | +110,2 % | 1.360.309 $ | +152.514 $ | +12,6 % |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 4.576.910 $ | +3.770.248 $ | +467,4 % | 806.662 $ | +390 $ | +0,0 % | ||||||
| Griffith & Werner, Inc. | 4.569.000 $ | +1.150.643 $ | +33,7 % | 3.418.357 $ | +485.860 $ | +16,6 % | 2.932.497 $ | -280.655 $ | -8,7 % | 3.213.152 $ | ||
| G&S Capital LLC | 4.547.369 $ | +1.957.441 $ | +75,6 % | 2.589.928 $ | +454.599 $ | +21,3 % | 2.135.329 $ | +61.019 $ | +2,9 % | 2.074.310 $ | +144.352 $ | +7,5 % |
| Hayek Kallen Investment Management | 4.525.000 $ | +278.000 $ | +6,5 % | 4.247.000 $ | +204.000 $ | +5,0 % | 4.043.000 $ | +86.000 $ | +2,2 % | |||
| Williams Financial, LLC | 4.524.860 $ | +861.607 $ | +23,5 % | 3.663.253 $ | +19.938 $ | +0,5 % | 3.643.315 $ | |||||
| ZENITH SOLUTIONS, INC. | 4.524.543 $ | |||||||||||
| Keystone Financial Group, Inc. | 4.521.680 $ | +140.402 $ | +3,2 % | 4.381.278 $ | +465.012 $ | +11,9 % | 3.916.266 $ | +88.069 $ | +2,3 % | 3.828.197 $ | +191.635 $ | +5,3 % |
| Diligent Investors, LLC | 4.513.399 $ | +568.924 $ | +14,4 % | 3.944.475 $ | +601.346 $ | +18,0 % | 3.343.129 $ | -22.105 $ | -0,7 % | 3.365.234 $ | +253.976 $ | +8,2 % |
| Braeburn Wealth Management LLC | 1.182.794 $ | -2.819.796 $ | -70,4 % | 4.002.590 $ | -504.762 $ | -11,2 % | 4.507.352 $ | |||||
| Koesten, Hirschmann & Crabtree, INC. | 4.501.214 $ | +601.682 $ | +15,4 % | 3.899.532 $ | -8.186 $ | -0,2 % | 3.907.718 $ | -96.838 $ | -2,4 % | 4.004.556 $ | +425.565 $ | +11,9 % |
| Disciplined Investments, LLC | 4.499.976 $ | +649.122 $ | +16,9 % | 3.850.854 $ | +124.663 $ | +3,3 % | 3.726.191 $ | -20.426 $ | -0,5 % | 3.746.617 $ | +282.795 $ | +8,2 % |
| R. W. Roge & Company, Inc. | 4.487.000 $ | +394.000 $ | +9,6 % | 4.093.000 $ | -51.000 $ | -1,2 % | 4.144.000 $ | -128.000 $ | -3,0 % | 4.272.000 $ | +406.000 $ | +10,5 % |
| Stirlingshire Investments, Inc. | 3.609.708 $ | +515.282 $ | +16,7 % | 3.094.426 $ | -1.391.017 $ | -31,0 % | 4.485.443 $ | |||||
| Oxbow Advisors, LLC | 3.378.471 $ | -1.101.518 $ | -24,6 % | 4.479.989 $ | +581.363 $ | +14,9 % | 3.898.626 $ | +906.341 $ | +30,3 % | 2.992.285 $ | +898.357 $ | +42,9 % |
| Farnam Financial LLC | 4.477.171 $ | +821.720 $ | +22,5 % | |||||||||
| REDMONT WEALTH ADVISORS LLC | 4.476.326 $ | +1.500.354 $ | +50,4 % | 2.975.972 $ | +1.305.161 $ | +78,1 % | ||||||
| HOLLENCREST CAPITAL MANAGEMENT | 4.469.425 $ | +553.844 $ | +14,1 % | 3.915.581 $ | +35.112 $ | +0,9 % | 3.880.469 $ | +265.133 $ | +7,3 % | 3.615.336 $ | +97.754 $ | +2,8 % |
| Banque Cantonale Vaudoise | 4.467.000 $ | +845.000 $ | +23,3 % | 3.622.000 $ | +320.000 $ | +9,7 % | 3.302.000 $ | +2.265.000 $ | +218,4 % | 1.037.000 $ | -898.000 $ | -46,4 % |
| Oder Investment Management, LLC | 3.494.590 $ | +151.085 $ | +4,5 % | 3.343.505 $ | +688.795 $ | +25,9 % | 2.654.710 $ | -1.810.054 $ | -40,5 % | 4.464.764 $ | +181.851 $ | +4,2 % |
| SITTNER & NELSON, LLC | 4.449.464 $ | +993.167 $ | +28,7 % | 3.456.297 $ | +596.156 $ | +20,8 % | 2.860.141 $ | +648.284 $ | +29,3 % | 2.211.857 $ | +293.513 $ | +15,3 % |
| Wealthcare Capital Partners, LLC | 3.539.017 $ | -908.043 $ | -20,4 % | 4.447.060 $ | +198.387 $ | +4,7 % | 4.248.673 $ | +488.018 $ | +13,0 % | 3.760.655 $ | +869.249 $ | +30,1 % |
| Mullaney, Keating & Wright, Inc. | 4.442.341 $ | +348.001 $ | +8,5 % | 4.094.340 $ | +269.188 $ | +7,0 % | 3.825.152 $ | +186.634 $ | +5,1 % | 3.638.518 $ | +523.417 $ | +16,8 % |
| WESBANCO BANK INC | 4.436.931 $ | +1.023.953 $ | +30,0 % | 3.412.978 $ | -138.236 $ | -3,9 % | 3.551.214 $ | +158.579 $ | +4,7 % | 3.392.635 $ | +296.483 $ | +9,6 % |
| McAdam, LLC | 4.432.629 $ | +224.057 $ | +5,3 % | 4.208.572 $ | -47.211 $ | -1,1 % | 4.255.783 $ | +204.341 $ | +5,0 % | 4.051.442 $ | +566.224 $ | +16,2 % |
| Zhang Financial LLC | 4.422.040 $ | +3.213.804 $ | +266,0 % | 1.208.236 $ | +403.467 $ | +50,1 % | 804.769 $ | -31.910 $ | -3,8 % | 836.679 $ | +121.148 $ | +16,9 % |
| BKM Wealth Management, LLC | 2.688.871 $ | -778.166 $ | -22,4 % | 3.467.037 $ | +172.218 $ | +5,2 % | 3.294.819 $ | -1.118.163 $ | -25,3 % | 4.412.982 $ | +141.097 $ | +3,3 % |
| Anchor Capital Management Group Inc | 2.427.670 $ | -1.893.770 $ | -43,8 % | 4.321.440 $ | -90.800 $ | -2,1 % | 4.412.240 $ | +0 $ | +0,0 % | 4.412.240 $ | +125.440 $ | +2,9 % |
| Prestige Wealth Management Group LLC | 4.391.013 $ | +47.167 $ | +1,1 % | 4.343.846 $ | +459.218 $ | +11,8 % | 3.884.628 $ | -526.008 $ | -11,9 % | 4.410.636 $ | -176.819 $ | -3,9 % |
| LAM GROUP, INC. | 4.408.331 $ | +696.585 $ | +18,8 % | 3.711.746 $ | +111.107 $ | +3,1 % | 3.600.639 $ | +69.634 $ | +2,0 % | 3.531.005 $ | +315.498 $ | +9,8 % |
| Kelman-Lazarov, Inc. | 4.403.547 $ | +372.694 $ | +9,2 % | 4.030.853 $ | +7.909 $ | +0,2 % | 4.022.944 $ | +359.030 $ | +9,8 % | 3.663.914 $ | +209.538 $ | +6,1 % |
| BUSH INVESTMENT GROUP, LLC | 2.311.200 $ | -2.078.868 $ | -47,4 % | 4.390.068 $ | +601.626 $ | +15,9 % | 3.788.442 $ | +164.962 $ | +4,6 % | |||
| Northwest Bancshares, Inc. | 4.389.971 $ | +282.937 $ | +6,9 % | 4.107.034 $ | -106.894 $ | -2,5 % | 4.213.928 $ | +62.042 $ | +1,5 % | 4.151.886 $ | +273.862 $ | +7,1 % |
| Illumine Investment Management, LLC | 4.359.415 $ | +34.822 $ | +0,8 % | 4.324.593 $ | -63.750 $ | -1,5 % | 4.388.343 $ | +88.628 $ | +2,1 % | 4.299.715 $ | +159.580 $ | +3,9 % |
| Advisory Solutions Group, LLC | 4.387.698 $ | |||||||||||
| Weinberger Asset Management, Inc | 4.371.547 $ | +430.969 $ | +10,9 % | 3.940.578 $ | -45.852 $ | -1,2 % | 3.986.430 $ | -179.218 $ | -4,3 % | 4.165.648 $ | +156.200 $ | +3,9 % |
| Charles Schwab Trust Co | 2.741.590 $ | +330.053 $ | +13,7 % | 2.411.537 $ | -1.957.965 $ | -44,8 % | 4.369.502 $ | +85.625 $ | +2,0 % | 4.283.877 $ | +325.619 $ | +8,2 % |
| WESPAC Advisors SoCal, LLC | 4.369.312 $ | +545.320 $ | +14,3 % | 3.823.992 $ | +174.370 $ | +4,8 % | 3.649.622 $ | +57.022 $ | +1,6 % | 3.592.600 $ | -991.111 $ | -21,6 % |
| Millstone Evans Group, LLC | 3.751.905 $ | -615.630 $ | -14,1 % | 4.367.535 $ | +216.012 $ | +5,2 % | 4.151.523 $ | +50.670 $ | +1,2 % | 4.100.853 $ | +126.340 $ | +3,2 % |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 4.366.000 $ | -282.000 $ | -6,1 % | |||||||||
| Narus Financial Partners, LLC | 3.253.122 $ | -623.766 $ | -16,1 % | 3.876.888 $ | -71.345 $ | -1,8 % | 3.948.233 $ | -409.964 $ | -9,4 % | 4.358.197 $ | -29.963 $ | -0,7 % |
| von Borstel & Associates, Inc. | 4.358.000 $ | |||||||||||
| Boreal Capital Management LLC | 3.310.377 $ | +530.856 $ | +19,1 % | 2.779.521 $ | -1.575.128 $ | -36,2 % | 4.354.649 $ | +2.300.967 $ | +112,0 % | 2.053.682 $ | +184.993 $ | +9,9 % |
| DB&C Advisors, LLC | 4.347.634 $ | +481.017 $ | +12,4 % | 3.866.617 $ | +74.536 $ | +2,0 % | 3.792.081 $ | |||||
| Clal Insurance Enterprises Holdings Ltd | 4.342.000 $ | +105.000 $ | +2,5 % | 4.237.000 $ | +138.000 $ | +3,4 % | 4.099.000 $ | -124.000 $ | -2,9 % | 4.223.000 $ | +161.000 $ | +4,0 % |
| Slow Capital, Inc. | 344.028 $ | -1.088.742 $ | -76,0 % | 1.432.770 $ | -100.333 $ | -6,5 % | 1.533.103 $ | -2.797.809 $ | -64,6 % | 4.330.912 $ | +787.936 $ | +22,2 % |
| Windsor Advisory Group, LLC | 3.532.669 $ | -792.144 $ | -18,3 % | 4.324.813 $ | +2.439.448 $ | +129,4 % | 1.885.365 $ | -1.277.487 $ | -40,4 % | 3.162.852 $ | +1.854.916 $ | +141,8 % |
| RIK SAYLOR FINANCIAL, INC. | 4.322.475 $ | +1.006.840 $ | +30,4 % | 3.315.635 $ | +293.087 $ | +9,7 % | 3.022.548 $ | +273.139 $ | +9,9 % | 2.749.409 $ | +319.365 $ | +13,1 % |
| HM PAYSON & CO | 4.321.699 $ | +926.976 $ | +27,3 % | 3.394.723 $ | +249.292 $ | +7,9 % | 3.145.431 $ | +78.029 $ | +2,5 % | 3.067.402 $ | +258.072 $ | +9,2 % |
| Transamerica Financial Advisors, LLC | 4.310.286 $ | +679.752 $ | +18,7 % | 3.630.534 $ | -455.523 $ | -11,1 % | 4.086.057 $ | +1.998.765 $ | +95,8 % | 2.087.292 $ | +637.818 $ | +44,0 % |
| RCS Financial Planning, LLC | 1.339.588 $ | -523.866 $ | -28,1 % | 1.863.454 $ | -2.443.012 $ | -56,7 % | 4.306.466 $ | +950.390 $ | +28,3 % | 3.356.076 $ | +1.141.392 $ | +51,5 % |
| Van Hulzen Asset Management, LLC | 4.299.432 $ | +1.354.751 $ | +46,0 % | 2.944.681 $ | +279.004 $ | +10,5 % | 2.665.677 $ | +15.697 $ | +0,6 % | 2.649.980 $ | +115.143 $ | +4,5 % |
| DRIVE WEALTH MANAGEMENT, LLC | 4.296.598 $ | +364.449 $ | +9,3 % | 3.932.149 $ | +548.098 $ | +16,2 % | 3.384.051 $ | +1.007.608 $ | +42,4 % | 2.376.443 $ | -1.876.507 $ | -44,1 % |
| Bright Futures Wealth Management, LLC. | 2.390.738 $ | +792.328 $ | +49,6 % | 1.598.410 $ | -1.017.375 $ | -38,9 % | 2.615.785 $ | -1.678.402 $ | -39,1 % | 4.294.187 $ | ||
| Argyle Capital Partners, LLC | 4.288.938 $ | +262.277 $ | +6,5 % | 4.026.661 $ | +196.929 $ | +5,1 % | 3.829.732 $ | -26.289 $ | -0,7 % | 3.856.021 $ | +49.073 $ | +1,3 % |
| D'Orazio & Associates, Inc. | 4.288.233 $ | +337.085 $ | +8,5 % | 3.951.148 $ | +30.427 $ | +0,8 % | 3.920.721 $ | +86.975 $ | +2,3 % | 3.833.746 $ | -117.415 $ | -3,0 % |
| SLT Holdings LLC | 3.458.906 $ | -310.956 $ | -8,2 % | 3.769.862 $ | -514.659 $ | -12,0 % | 4.284.521 $ | +66.117 $ | +1,6 % | 4.218.404 $ | +1.124.220 $ | +36,3 % |
| Chatterton & Associates Inc. | 2.723.501 $ | +114.467 $ | +4,4 % | 2.609.034 $ | -1.667.202 $ | -39,0 % | 4.276.236 $ | |||||
| RF&L WEALTH MANAGEMENT, LLC | 4.275.704 $ | +643.682 $ | +17,7 % | 3.632.022 $ | +171.066 $ | +4,9 % | 3.460.956 $ | +75.832 $ | +2,2 % | 3.385.124 $ | +407.216 $ | +13,7 % |
| Capital Advantage, Inc. | 4.267.649 $ | +1.043.374 $ | +32,4 % | 3.224.275 $ | +264.746 $ | +8,9 % | 2.959.529 $ | +870.114 $ | +41,6 % | 2.089.415 $ | +528.429 $ | +33,9 % |
| Partners in Financial Planning | 4.267.189 $ | +650.609 $ | +18,0 % | 3.616.580 $ | +182.436 $ | +5,3 % | 3.434.144 $ | -11.367 $ | -0,3 % | 3.445.511 $ | +272.006 $ | +8,6 % |
| Trail Ridge Investment Advisors, LLC | 3.956.710 $ | +876.818 $ | +28,5 % | 3.079.892 $ | +106.775 $ | +3,6 % | 2.973.117 $ | -1.291.844 $ | -30,3 % | 4.264.961 $ | +8.905 $ | +0,2 % |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 4.233.664 $ | -19.971 $ | -0,5 % | 4.253.635 $ | +244.142 $ | +6,1 % | 4.009.493 $ | |||||
| SFI Advisors, LLC | 2.231.124 $ | -54.393 $ | -2,4 % | 2.285.517 $ | -1.762.235 $ | -43,5 % | 4.047.752 $ | -188.111 $ | -4,4 % | 4.235.863 $ | +7.503 $ | +0,2 % |
| OKABENA INVESTMENT SERVICES INC | 4.226.000 $ | +672.656 $ | +18,9 % | 3.553.344 $ | +1.098 $ | +0,0 % | 3.552.246 $ | +1.019.138 $ | +40,2 % | 2.533.108 $ | +226.335 $ | +9,8 % |
| JOHNSON INVESTMENT COUNSEL INC | 4.213.012 $ | +1.134.623 $ | +36,9 % | 3.078.389 $ | +2.265.776 $ | +278,8 % | 812.613 $ | -1.835.159 $ | -69,3 % | 2.647.772 $ | +262.424 $ | +11,0 % |
| Tripletail Wealth Management, LLC | 3.282.409 $ | +166.588 $ | +5,3 % | 3.115.821 $ | -767.513 $ | -19,8 % | 3.883.334 $ | -322.844 $ | -7,7 % | 4.206.178 $ | +80.242 $ | +1,9 % |
| Bullock Wealth Management Group | 4.204.034 $ | |||||||||||
| BYRNE FINANCIAL FREEDOM, LLC | 4.203.767 $ | +1.503.889 $ | +55,7 % | 2.699.878 $ | -907.452 $ | -25,2 % | 3.607.330 $ | +1.082.022 $ | +42,8 % | 2.525.308 $ | +1.891.141 $ | +298,2 % |
| Empower Advisory Group, LLC | 3.939.549 $ | +1.018.482 $ | +34,9 % | 2.921.067 $ | -650.818 $ | -18,2 % | 3.571.885 $ | -627.125 $ | -14,9 % | 4.199.010 $ | +500.279 $ | +13,5 % |
| DBK Financial Counsel, LLC | 860.790 $ | -3.284.193 $ | -79,2 % | 4.144.983 $ | -49.524 $ | -1,2 % | 4.194.507 $ | +104.211 $ | +2,5 % | 4.090.296 $ | +173.927 $ | +4,4 % |
| DB Fitzpatrick & Co, Inc | 4.168.108 $ | -18.793 $ | -0,4 % | 4.186.901 $ | +135.889 $ | +3,4 % | 4.051.012 $ | +175.234 $ | +4,5 % | |||
| Inman Jager Wealth Management, LLC | 4.176.424 $ | +655.163 $ | +18,6 % | 3.521.261 $ | +462.627 $ | +15,1 % | 3.058.634 $ | +309.343 $ | +11,3 % | 2.749.291 $ | +410.891 $ | +17,6 % |
| Comprehensive Money Management Services LLC | 4.162.101 $ | +126.892 $ | +3,1 % | 4.035.209 $ | +267.094 $ | +7,1 % | 3.768.115 $ | -75.130 $ | -2,0 % | 3.843.245 $ | -180.730 $ | -4,5 % |
| CPWA, LLC | 4.160.112 $ | +363.116 $ | +9,6 % | 3.796.996 $ | ||||||||
| 17 CAPITAL PARTNERS, LLC | 4.150.261 $ | +891.373 $ | +27,4 % | 3.258.888 $ | +553.876 $ | +20,5 % | 2.705.012 $ | |||||
| Forbes Financial Planning, Inc. | 4.148.679 $ | +668.926 $ | +19,2 % | 3.479.753 $ | +300.011 $ | +9,4 % | 3.179.742 $ | +121.559 $ | +4,0 % | 3.058.183 $ | +419.325 $ | +15,9 % |
| ROMAN BUTLER FULLERTON & CO | 4.147.437 $ | +160.869 $ | +4,0 % | 3.986.568 $ | +580.271 $ | +17,0 % | 3.406.297 $ | +598.112 $ | +21,3 % | 2.808.185 $ | +141.039 $ | +5,3 % |
| Sanchez Gaunt Capital Management, LLC | 4.146.597 $ | |||||||||||
| Family Manage LLC | 4.145.166 $ | +506.398 $ | +13,9 % | 3.638.768 $ | -75.126 $ | -2,0 % | 3.713.894 $ | +87.509 $ | +2,4 % | 3.626.385 $ | +243.792 $ | +7,2 % |
| Freestone Capital Holdings, LLC | 4.126.352 $ | +1.124.301 $ | +37,5 % | 3.002.051 $ | +26.860 $ | +0,9 % | 2.975.191 $ | +224.146 $ | +8,1 % | 2.751.045 $ | +84.870 $ | +3,2 % |
| TOTH FINANCIAL ADVISORY CORP | 3.975.303 $ | +170.851 $ | +4,5 % | 3.804.452 $ | -321.243 $ | -7,8 % | 4.125.695 $ | +309.282 $ | +8,1 % | 3.816.413 $ | +427.341 $ | +12,6 % |
| MOTIVE WEALTH ADVISORS | 4.122.120 $ | +580.424 $ | +16,4 % | 3.541.696 $ | +55.398 $ | +1,6 % | 3.486.298 $ | -15.372 $ | -0,4 % | 3.501.670 $ | +296.368 $ | +9,2 % |
| Riverbend Wealth Management, LLC | 2.093.518 $ | -2.016.422 $ | -49,1 % | 4.109.940 $ | +275.789 $ | +7,2 % | 3.834.151 $ | +97.992 $ | +2,6 % | 3.736.159 $ | +111.985 $ | +3,1 % |
| Flagship Capital Management Inc. | 3.820.252 $ | +87.907 $ | +2,4 % | 3.732.345 $ | -370.582 $ | -9,0 % | 4.102.927 $ | |||||
| KERR FINANCIAL PLANNING Corp | 4.086.386 $ | +175.795 $ | +4,5 % | 3.910.591 $ | +259.363 $ | +7,1 % | 3.651.228 $ | +1.110.418 $ | +43,7 % | 2.540.810 $ | ||
| Expressive Wealth LLC | 3.020.847 $ | -228.117 $ | -7,0 % | 3.248.964 $ | -831.826 $ | -20,4 % | 4.080.790 $ | |||||
| International Private Wealth Advisors LLC | 4.079.223 $ | +465.456 $ | +12,9 % | 3.613.767 $ | +157.113 $ | +4,5 % | 3.456.654 $ | +41.977 $ | +1,2 % | 3.414.677 $ | +117.357 $ | +3,6 % |
| Clear Point Advisors Inc. | 4.039.348 $ | +3.015.617 $ | +294,6 % | 1.023.731 $ | -2.980.738 $ | -74,4 % | 4.004.469 $ | -71.467 $ | -1,8 % | 4.075.936 $ | -1.511.794 $ | -27,1 % |
| Climber Capital SA | 3.834.264 $ | -237.860 $ | -5,8 % | 4.072.124 $ | +608.996 $ | +17,6 % | ||||||
| Laurel Wealth Advisors LLC | 3.486.072 $ | -100.698 $ | -2,8 % | 3.586.770 $ | +285.784 $ | +8,7 % | 3.300.986 $ | -761.190 $ | -18,7 % | 4.062.176 $ | -1.024.682 $ | -20,1 % |
| Tortuga Wealth Management, Inc | 4.046.493 $ | +427.324 $ | +11,8 % | 3.619.169 $ | +181.581 $ | +5,3 % | 3.437.588 $ | |||||
| LJI Wealth Management, LLC | 4.044.548 $ | +397.220 $ | +10,9 % | 3.647.328 $ | -390.140 $ | -9,7 % | 4.037.468 $ | +2.030.784 $ | +101,2 % | 2.006.684 $ | -1.378.756 $ | -40,7 % |
| Strategic Financial Planning, Inc. | 4.039.021 $ | +3.404.188 $ | +536,2 % | 634.833 $ | -3.166.563 $ | -83,3 % | 3.801.396 $ | +15.491 $ | +0,4 % | 3.785.905 $ | +160.665 $ | +4,4 % |
| SHELTON WEALTH MANAGEMENT, LLC | 4.002.423 $ | +361.214 $ | +9,9 % | 3.641.209 $ | -393.181 $ | -9,7 % | 4.034.390 $ | +10.787 $ | +0,3 % | 4.023.603 $ | +31.991 $ | +0,8 % |
| Bay Capital Advisors, LLC | 3.919.065 $ | +608.374 $ | +18,4 % | 3.310.691 $ | +180.576 $ | +5,8 % | 3.130.115 $ | -898.342 $ | -22,3 % | 4.028.457 $ | -1.065.883 $ | -20,9 % |
| Essex LLC | 2.438.228 $ | -1.316.879 $ | -35,1 % | 3.755.107 $ | -146.319 $ | -3,8 % | 3.901.426 $ | -125.483 $ | -3,1 % | 4.026.909 $ | -852.977 $ | -17,5 % |
| Ducere Wealth Management LLC | 3.645.578 $ | -29.267 $ | -0,8 % | 3.674.845 $ | -339.688 $ | -8,5 % | 4.014.533 $ | |||||
| Aries Wealth Management | 4.008.782 $ | +117.384 $ | +3,0 % | 3.891.398 $ | +708.459 $ | +22,3 % | 3.182.939 $ | +704.845 $ | +28,4 % | 2.478.094 $ | +398.258 $ | +19,1 % |
| Good Steward Wealth Advisors,LLC | 4.007.634 $ | +573.841 $ | +16,7 % | 3.433.793 $ | +387.719 $ | +12,7 % | 3.046.074 $ | +425.688 $ | +16,2 % | 2.620.386 $ | +580.747 $ | +28,5 % |
| Integrity Wealth Solutions LLC | 3.998.282 $ | +225.434 $ | +6,0 % | 3.772.848 $ | -7.481 $ | -0,2 % | 3.780.329 $ | +195.191 $ | +5,4 % | 3.585.138 $ | +340.823 $ | +10,5 % |
| BANQUE PICTET & CIE SA | 3.997.500 $ | +674.100 $ | +20,3 % | 3.323.400 $ | +373.800 $ | +12,7 % | 2.949.600 $ | +532.600 $ | +22,0 % | 2.417.000 $ | ||
| Willow Financial LLC | 440.914 $ | -3.553.419 $ | -89,0 % | 3.994.333 $ | ||||||||
| Freedom Financial Partners LLC | 2.532.899 $ | -1.459.098 $ | -36,6 % | 3.991.997 $ | +927.211 $ | +30,3 % | 3.064.786 $ | +635.777 $ | +26,2 % | 2.429.009 $ | +218.618 $ | +9,9 % |
| BOK Financial Private Wealth, Inc. | 3.985.217 $ | +1.031.605 $ | +34,9 % | 2.953.612 $ | -253.895 $ | -7,9 % | 3.207.507 $ | +499.313 $ | +18,4 % | 2.708.194 $ | +597.040 $ | +28,3 % |
| FF Advisors,LLC | 3.976.444 $ | +350.824 $ | +9,7 % | 3.625.620 $ | +509.192 $ | +16,3 % | 3.116.428 $ | +776.847 $ | +33,2 % | 2.339.581 $ | +195.167 $ | +9,1 % |
| Payne Capital LLC | 1.848.989 $ | +292.169 $ | +18,8 % | 1.556.820 $ | -2.352.976 $ | -60,2 % | 3.909.796 $ | -60.851 $ | -1,5 % | 3.970.647 $ | ||
| ARTHUR M. COHEN & ASSOCIATES, LLC | 3.960.703 $ | +325.164 $ | +8,9 % | 3.635.539 $ | -115.471 $ | -3,1 % | 3.751.010 $ | -57.404 $ | -1,5 % | 3.808.414 $ | +171.941 $ | +4,7 % |
| Boston Standard Wealth Management, LLC | 3.956.883 $ | +573.223 $ | +16,9 % | 3.383.660 $ | -53.524 $ | -1,6 % | 3.437.184 $ | +2.184 $ | +0,1 % | 3.435.000 $ | +298.000 $ | +9,5 % |
| Arista Wealth Management, LLC | 2.444.867 $ | +198.651 $ | +8,8 % | 2.246.216 $ | -1.566.236 $ | -41,1 % | 3.812.452 $ | -142.771 $ | -3,6 % | 3.955.223 $ | +1.460.420 $ | +58,5 % |
| Centric Wealth Management | 3.665.703 $ | +0 $ | +0,0 % | 3.665.703 $ | -286.182 $ | -7,2 % | 3.951.885 $ | +263.667 $ | +7,1 % | 3.688.218 $ | +113.799 $ | +3,2 % |
| Petros Family Wealth, LLC | 3.947.321 $ | +282.957 $ | +7,7 % | 3.664.364 $ | +54.615 $ | +1,5 % | 3.609.749 $ | +1.123.410 $ | +45,2 % | 2.486.339 $ | +161.778 $ | +7,0 % |
| Fairlight Advisors | 3.946.740 $ | |||||||||||
| Van Diest Capital, LLC | 3.934.335 $ | +2.443.369 $ | +163,9 % | 1.490.966 $ | +641.571 $ | +75,5 % | 849.395 $ | |||||
| ROBINSON SMITH WEALTH ADVISORS LLC | 2.932.245 $ | -578.697 $ | -16,5 % | 3.510.942 $ | -321.376 $ | -8,4 % | 3.832.318 $ | -101.488 $ | -2,6 % | 3.933.806 $ | +914.199 $ | +30,3 % |
| SPINNAKER TRUST | 3.927.527 $ | +703.682 $ | +21,8 % | 3.223.845 $ | +1.489.367 $ | +85,9 % | 1.734.478 $ | -2.580 $ | -0,1 % | 1.737.058 $ | +167.213 $ | +10,7 % |
| Trevian Wealth Management LLC | 3.892.178 $ | +580.817 $ | +17,5 % | 3.311.361 $ | +217.793 $ | +7,0 % | 3.093.568 $ | +913.657 $ | +41,9 % | 2.179.911 $ | +415.911 $ | +23,6 % |
| One Charles Private Wealth Services, LLC | 304.354 $ | -3.586.720 $ | -92,2 % | 3.891.074 $ | +3.506.508 $ | +911,8 % | 384.566 $ | +7.438 $ | +2,0 % | 377.128 $ | +33.696 $ | +9,8 % |
| Beacon Capital Management, Inc. | 3.881.877 $ | +657.863 $ | +20,4 % | 3.224.014 $ | -272.358 $ | -7,8 % | 3.496.372 $ | -291.649 $ | -7,7 % | 3.788.021 $ | +118.347 $ | +3,2 % |
| Rialto Wealth Management, LLC | 3.876.134 $ | +220.346 $ | +6,0 % | 3.655.788 $ | +48.022 $ | +1,3 % | 3.607.766 $ | -22.343 $ | -0,6 % | 3.630.109 $ | -1.513.943 $ | -29,4 % |
| MBE Wealth Management, LLC | 3.864.033 $ | +647.029 $ | +20,1 % | 3.217.004 $ | +528.310 $ | +19,6 % | 2.688.694 $ | +339.020 $ | +14,4 % | 2.349.674 $ | +186.765 $ | +8,6 % |
| Fisher Asset Management, LLC | 3.407.685 $ | -455.794 $ | -11,8 % | 3.863.479 $ | +1.391.502 $ | +56,3 % | 2.471.977 $ | +1.618.918 $ | +189,8 % | 853.059 $ | -1.340.975 $ | -61,1 % |
| Johnson Financial Group, LLC | 3.861.657 $ | +2.344.304 $ | +154,5 % | 1.517.353 $ | +1.146.227 $ | +308,9 % | 371.126 $ | |||||
| Smart Portfolios, LLC | 3.471.430 $ | +47.164 $ | +1,4 % | 3.424.266 $ | -427.667 $ | -11,1 % | 3.851.933 $ | +265.956 $ | +7,4 % | |||
| Tanager Wealth Management LLP | 3.846.673 $ | +1.025.449 $ | +36,3 % | 2.821.224 $ | -115.045 $ | -3,9 % | 2.936.269 $ | +82.890 $ | +2,9 % | 2.853.379 $ | +185.866 $ | +7,0 % |
| PENOBSCOT WEALTH MANAGEMENT | 2.078.217 $ | +224.197 $ | +12,1 % | 1.854.020 $ | -1.990.786 $ | -51,8 % | 3.844.806 $ | +213.528 $ | +5,9 % | 3.631.278 $ | -2.576.286 $ | -41,5 % |
| Signature Resources Capital Management, LLC | 3.842.226 $ | +756.692 $ | +24,5 % | 3.085.534 $ | -113.857 $ | -3,6 % | 3.199.391 $ | -78.956 $ | -2,4 % | 3.278.347 $ | +217.453 $ | +7,1 % |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 3.839.039 $ | +2.182.004 $ | +131,7 % | 1.657.035 $ | -103.914 $ | -5,9 % | 1.760.949 $ | -463.538 $ | -20,8 % | 2.224.487 $ | +1.015.214 $ | +84,0 % |
| Merited Wealth, LLC | 1.308.899 $ | -2.086.625 $ | -61,5 % | 3.395.524 $ | -438.299 $ | -11,4 % | 3.833.823 $ | |||||
| Carter Financial, LLC | 3.832.974 $ | +204.210 $ | +5,6 % | 3.628.764 $ | +2.222.391 $ | +158,0 % | 1.406.373 $ | |||||
| BOSTON FAMILY OFFICE LLC | 3.830.000 $ | +780.000 $ | +25,6 % | 3.050.000 $ | -399.000 $ | -11,6 % | 3.449.000 $ | -318.000 $ | -8,4 % | 3.767.000 $ | -333.000 $ | -8,1 % |
| CIBC Asset Management Inc | 3.822.155 $ | |||||||||||
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 3.653.104 $ | +73.968 $ | +2,1 % | 3.579.136 $ | -217.906 $ | -5,7 % | 3.797.042 $ | -17.787 $ | -0,5 % | 3.814.829 $ | -82.300 $ | -2,1 % |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.814.026 $ | +594.613 $ | +18,5 % | 3.219.413 $ | -81.245 $ | -2,5 % | 3.300.658 $ | |||||
| LifeGoal Investments, LLC | 3.795.627 $ | +1.132.977 $ | +42,6 % | 2.662.650 $ | +269.649 $ | +11,3 % | 2.393.001 $ | +251.030 $ | +11,7 % | 2.141.971 $ | -1.679.440 $ | -43,9 % |
| Ruggiero Investments, Inc. | 3.795.623 $ | +267.140 $ | +7,6 % | 3.528.483 $ | +12.845 $ | +0,4 % | 3.515.638 $ | |||||
| Quartz Partners, LLC | 2.800.444 $ | -992.419 $ | -26,2 % | 3.792.863 $ | +352.144 $ | +10,2 % | 3.440.719 $ | +160.504 $ | +4,9 % | 3.280.215 $ | +1.377.482 $ | +72,4 % |
| PLANWISER FINANCIAL, LLC | 3.791.798 $ | +1.215.898 $ | +47,2 % | 2.575.900 $ | -139.318 $ | -5,1 % | 2.715.218 $ | -805.184 $ | -22,9 % | 3.520.402 $ | +1.126.566 $ | +47,1 % |
| Thompson David Blair | 2.881.467 $ | +173.472 $ | +6,4 % | 2.707.995 $ | -1.077.643 $ | -28,5 % | 3.785.638 $ | |||||
| Rossmore Private Capital | 3.499.307 $ | -119.811 $ | -3,3 % | 3.619.118 $ | -163.769 $ | -4,3 % | 3.782.887 $ | +643.490 $ | +20,5 % | 3.139.397 $ | -334.415 $ | -9,6 % |
| Cordant, Inc. | 3.780.327 $ | +560.248 $ | +17,4 % | 3.220.079 $ | +85.005 $ | +2,7 % | 3.135.074 $ | -95.138 $ | -2,9 % | 3.230.212 $ | +76.716 $ | +2,4 % |
| White Knight Strategic Wealth Advisors, LLC | 3.619.410 $ | +423.151 $ | +13,2 % | 3.196.259 $ | -577.302 $ | -15,3 % | 3.773.561 $ | +722.575 $ | +23,7 % | 3.050.986 $ | -256.937 $ | -7,8 % |
| Gryphon Financial Partners LLC | 3.427.139 $ | +141.200 $ | +4,3 % | 3.285.939 $ | +266.852 $ | +8,8 % | 3.019.087 $ | -751.318 $ | -19,9 % | 3.770.405 $ | +112.348 $ | +3,1 % |
| Steelhead Wealth Management LLC | 3.769.000 $ | +932.000 $ | +32,9 % | 2.837.000 $ | ||||||||
| Traveka Wealth, LLC | 3.753.248 $ | +651.983 $ | +21,0 % | 3.101.265 $ | +94.063 $ | +3,1 % | 3.007.202 $ | +209.811 $ | +7,5 % | 2.797.391 $ | +369.829 $ | +15,2 % |
| Verdence Capital Advisors LLC | 3.752.427 $ | +393.519 $ | +11,7 % | 3.358.908 $ | -148.182 $ | -4,2 % | 3.507.090 $ | +360.205 $ | +11,4 % | 3.146.885 $ | +438.955 $ | +16,2 % |
| COFG Advisors, LLC | 3.752.395 $ | +774.062 $ | +26,0 % | 2.978.333 $ | +506.488 $ | +20,5 % | 2.471.845 $ | |||||
| SFM, LLC | 2.867.315 $ | -427.679 $ | -13,0 % | 3.294.994 $ | -317.676 $ | -8,8 % | 3.612.670 $ | -131.787 $ | -3,5 % | 3.744.457 $ | +140.058 $ | +3,9 % |
| WOLFF WIESE MAGANA LLC | 3.743.826 $ | +566.526 $ | +17,8 % | 3.177.300 $ | +738.262 $ | +30,3 % | 2.439.038 $ | +385.504 $ | +18,8 % | 2.053.534 $ | +1.429.361 $ | +229,0 % |
| Lantern Wealth Advisors, LLC | 3.741.563 $ | +1.028.727 $ | +37,9 % | 2.712.836 $ | -327.254 $ | -10,8 % | 3.040.090 $ | +906.304 $ | +42,5 % | 2.133.786 $ | +201.873 $ | +10,4 % |
| Friday Financial | 3.730.537 $ | +257.076 $ | +7,4 % | 3.473.461 $ | +204.624 $ | +6,3 % | 3.268.837 $ | +622.886 $ | +23,5 % | 2.645.951 $ | +502.993 $ | +23,5 % |
| Creekside Partners | 3.728.544 $ | +704.152 $ | +23,3 % | 3.024.392 $ | +212.239 $ | +7,5 % | 2.812.153 $ | +138.275 $ | +5,2 % | 2.673.878 $ | +338.015 $ | +14,5 % |
| SVRN Asset Management, LLC | 1.776.838 $ | -243.751 $ | -12,1 % | 2.020.589 $ | -1.703.827 $ | -45,7 % | 3.724.416 $ | |||||
| PlanVest Financial, Inc | 3.706.729 $ | +307.983 $ | +9,1 % | 3.398.746 $ | ||||||||
| Lincoln Capital LLC | 3.705.018 $ | +795.078 $ | +27,3 % | 2.909.940 $ | -309.928 $ | -9,6 % | 3.219.868 $ | +255.548 $ | +8,6 % | 2.964.320 $ | +387.304 $ | +15,0 % |
| Roble, Belko & Company, Inc | 2.393.000 $ | +159.000 $ | +7,1 % | 2.234.000 $ | -1.340.000 $ | -37,5 % | 3.574.000 $ | -129.000 $ | -3,5 % | 3.703.000 $ | +24.000 $ | +0,7 % |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 3.665.224 $ | +275.458 $ | +8,1 % | 3.389.766 $ | -300.929 $ | -8,2 % | 3.690.695 $ | -10.670 $ | -0,3 % | 3.701.365 $ | +64.958 $ | +1,8 % |
| Midwest Financial Group LLC | 3.698.243 $ | +2.544.637 $ | +220,6 % | 1.153.606 $ | +87.445 $ | +8,2 % | 1.066.161 $ | +216.315 $ | +25,5 % | 849.846 $ | +449.630 $ | +112,3 % |
| Pacific Wealth Strategies Group, Inc. | 3.678.968 $ | +2.983.758 $ | +429,2 % | 695.210 $ | +303.300 $ | +77,4 % | 391.910 $ | -11.758 $ | -2,9 % | |||
| WASHINGTON GROWTH STRATEGIES LLC | 3.677.782 $ | +1.180.643 $ | +47,3 % | 2.497.139 $ | -244.358 $ | -8,9 % | 2.741.497 $ | -39.978 $ | -1,4 % | 2.781.475 $ | +319.475 $ | +13,0 % |
| Zinnia Wealth Advisory, LLC | 2.178.797 $ | -1.493.787 $ | -40,7 % | 3.672.584 $ | +1.649.596 $ | +81,5 % | 2.022.988 $ | |||||
| Madison Park Capital Advisors, LLC | 3.671.090 $ | +301.999 $ | +9,0 % | 3.369.091 $ | +191.072 $ | +6,0 % | 3.178.019 $ | +186.169 $ | +6,2 % | 2.991.850 $ | -86.203 $ | -2,8 % |
| Lee, Kelleher & Klein Wealth Management | 3.574.692 $ | -14.215 $ | -0,4 % | 3.588.907 $ | -55.040 $ | -1,5 % | 3.643.947 $ | -21.701 $ | -0,6 % | 3.665.648 $ | -28.012 $ | -0,8 % |
| Busey Bank | 3.660.196 $ | +776.381 $ | +26,9 % | 2.883.815 $ | +341.015 $ | +13,4 % | 2.542.800 $ | +340.150 $ | +15,4 % | 2.202.650 $ | +412.197 $ | +23,0 % |
| True North Advisors, LLC | 1.062.451 $ | -2.206.662 $ | -67,5 % | 3.269.113 $ | -389.548 $ | -10,6 % | 3.658.661 $ | +336.327 $ | +10,1 % | 3.322.334 $ | -149.205 $ | -4,3 % |
| Fairscale Capital, LLC | 3.622.090 $ | -26.931 $ | -0,7 % | 3.649.021 $ | +71.051 $ | +2,0 % | 3.577.970 $ | -80.606 $ | -2,2 % | 3.658.576 $ | +35.185 $ | +1,0 % |
| Blue Fin Capital, Inc. | 3.646.115 $ | +731.401 $ | +25,1 % | 2.914.714 $ | +1.094.597 $ | +60,1 % | 1.820.117 $ | +570.142 $ | +45,6 % | 1.249.975 $ | +253.657 $ | +25,5 % |
| Northstar Financial Companies, Inc. | 3.643.016 $ | +563.709 $ | +18,3 % | 3.079.307 $ | +1.338.534 $ | +76,9 % | 1.740.773 $ | +1.235.107 $ | +244,3 % | 505.666 $ | -44.189 $ | -8,0 % |
| MGB Wealth Management, LLC | 3.545.886 $ | -88.041 $ | -2,4 % | 3.633.927 $ | +161.718 $ | +4,7 % | ||||||
| BLALOCK WILLIAMS, LLC | 2.987.376 $ | -643.112 $ | -17,7 % | 3.630.488 $ | +75.357 $ | +2,1 % | 3.555.131 $ | +892.688 $ | +33,5 % | 2.662.443 $ | +672.989 $ | +33,8 % |
| Serenity Investment Advisors | 3.627.068 $ | +1.396.161 $ | +62,6 % | 2.230.907 $ | ||||||||
| FORTEM FINANCIAL GROUP, LLC | 2.746.761 $ | +319.903 $ | +13,2 % | 2.426.858 $ | -1.198.681 $ | -33,1 % | 3.625.539 $ | +144.770 $ | +4,2 % | 3.480.769 $ | +115.721 $ | +3,4 % |
| Breachway Investments LLC | 957.337 $ | -2.667.277 $ | -73,6 % | 3.624.614 $ | +178.373 $ | +5,2 % | 3.446.241 $ | |||||
| Topsail Wealth Management, LLC | 3.620.993 $ | +401.398 $ | +12,5 % | 3.219.595 $ | +67.915 $ | +2,2 % | 3.151.680 $ | +85.284 $ | +2,8 % | 3.066.396 $ | +348.334 $ | +12,8 % |
| HEADINVEST, LLC | 3.616.794 $ | +835.722 $ | +30,1 % | 2.781.072 $ | +154.249 $ | +5,9 % | 2.626.823 $ | +84.948 $ | +3,3 % | 2.541.875 $ | +258.934 $ | +11,3 % |
| Annis Gardner Whiting Capital Advisors, LLC | 3.391.964 $ | -222.124 $ | -6,1 % | 3.614.088 $ | +196.790 $ | +5,8 % | 3.417.298 $ | +337.495 $ | +11,0 % | 3.079.803 $ | +146.530 $ | +5,0 % |
| CCG WEALTH MANAGEMENT, LLC | 3.609.595 $ | +522.041 $ | +16,9 % | 3.087.554 $ | +311.935 $ | +11,2 % | 2.775.619 $ | +56.106 $ | +2,1 % | 2.719.513 $ | +117.042 $ | +4,5 % |
| Sachetta, LLC | 3.081.901 $ | +394.065 $ | +14,7 % | 2.687.836 $ | +77.637 $ | +3,0 % | 2.610.199 $ | -994.963 $ | -27,6 % | 3.605.162 $ | +96.232 $ | +2,7 % |
| Waldron Private Wealth LLC | 3.599.771 $ | +226.207 $ | +6,7 % | 3.373.564 $ | +32.307 $ | +1,0 % | 3.341.257 $ | +1.242.907 $ | +59,2 % | 2.098.350 $ | +205.323 $ | +10,8 % |
| RETIREMITTEN FINANCIAL LLC | 3.586.702 $ | +500.234 $ | +16,2 % | 3.086.468 $ | ||||||||
| PFG Private Wealth Management, LLC | 3.585.138 $ | |||||||||||
| Three Bridge Wealth Advisors, LLC | 2.718.895 $ | +89.042 $ | +3,4 % | 2.629.853 $ | +208.523 $ | +8,6 % | 2.421.330 $ | -1.155.305 $ | -32,3 % | 3.576.635 $ | -199.362 $ | -5,3 % |
| GPM Growth Investors, Inc. | 3.573.426 $ | |||||||||||
| BCU Wealth Advisors, LLC | 2.777.514 $ | -689.136 $ | -19,9 % | 3.466.650 $ | -102.054 $ | -2,9 % | 3.568.704 $ | +781.078 $ | +28,0 % | 2.787.626 $ | +366.891 $ | +15,2 % |
| KELLEHER FINANCIAL ADVISORS | 3.565.600 $ | |||||||||||
| Hofer & Associates. Inc | 3.564.070 $ | +343.161 $ | +10,7 % | 3.220.909 $ | +137.285 $ | +4,5 % | 3.083.624 $ | +164.778 $ | +5,6 % | 2.918.846 $ | +277.315 $ | +10,5 % |
| Legacy Bridge, LLC | 3.553.560 $ | +324.361 $ | +10,0 % | 3.229.199 $ | +307.707 $ | +10,5 % | 2.921.492 $ | +545.490 $ | +23,0 % | 2.376.002 $ | +233.436 $ | +10,9 % |
| Seascape Capital Management | 3.551.000 $ | +296.000 $ | +9,1 % | 3.255.000 $ | -30.000 $ | -0,9 % | 3.285.000 $ | +889.000 $ | +37,1 % | 2.396.000 $ | +1.275.000 $ | +113,7 % |
| Joel Isaacson & Co., LLC | 3.086.590 $ | +309.782 $ | +11,2 % | 2.776.808 $ | -749.154 $ | -21,2 % | 3.525.962 $ | -18.121 $ | -0,5 % | 3.544.083 $ | +1.043.508 $ | +41,7 % |
| BURNS J W & CO INC/NY | 3.533.284 $ | +672.605 $ | +23,5 % | 2.860.679 $ | +5.627 $ | +0,2 % | 2.855.052 $ | +112.687 $ | +4,1 % | 2.742.365 $ | +212.778 $ | +8,4 % |
| Trust Point Inc. | 3.226.182 $ | +473.343 $ | +17,2 % | 2.752.839 $ | -594.025 $ | -17,7 % | 3.346.864 $ | -180.998 $ | -5,1 % | 3.527.862 $ | +34.654 $ | +1,0 % |
| CAMBIENT FAMILY OFFICE, LLC | 3.526.770 $ | +1.678.331 $ | +90,8 % | 1.848.439 $ | -834.792 $ | -31,1 % | 2.683.231 $ | |||||
| SONATA CAPITAL GROUP INC | 1.701.993 $ | +792.346 $ | +87,1 % | 909.647 $ | +156.662 $ | +20,8 % | 752.985 $ | -2.758.015 $ | -78,6 % | 3.511.000 $ | +534.000 $ | +17,9 % |
| Ballentine Capital Advisors, Inc | 3.507.839 $ | +183.471 $ | +5,5 % | 3.324.368 $ | +414.077 $ | +14,2 % | 2.910.291 $ | +90.921 $ | +3,2 % | 2.819.370 $ | +698.311 $ | +32,9 % |
| Strive Financial Group ,LLC | 3.505.348 $ | +1.345.348 $ | +62,3 % | 2.160.000 $ | +273.422 $ | +14,5 % | 1.886.578 $ | |||||
| SP Asset Management LLC | 3.316.452 $ | +664.225 $ | +25,0 % | 2.652.227 $ | -717.941 $ | -21,3 % | 3.370.168 $ | -134.684 $ | -3,8 % | 3.504.852 $ | -179.870 $ | -4,9 % |
| OAK FAMILY ADVISORS, LLC | 3.504.381 $ | |||||||||||
| Livet Wealth, LLC | 3.490.862 $ | +294.065 $ | +9,2 % | 3.196.797 $ | +19.742 $ | +0,6 % | 3.177.055 $ | |||||
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 3.488.477 $ | +125.817 $ | +3,7 % | 3.362.660 $ | +973.339 $ | +40,7 % | 2.389.321 $ | -12.760 $ | -0,5 % | 2.402.081 $ | +99.507 $ | +4,3 % |
| Calamos Wealth Management LLC | 3.481.700 $ | +1.057.745 $ | +43,6 % | 2.423.955 $ | +136.376 $ | +6,0 % | 2.287.579 $ | +66.787 $ | +3,0 % | 2.220.792 $ | +506.695 $ | +29,6 % |
| Unique Wealth Strategies, LLC | 3.424.995 $ | -51.161 $ | -1,5 % | 3.476.156 $ | +300.121 $ | +9,4 % | 3.176.035 $ | -142.753 $ | -4,3 % | 3.318.788 $ | +515.886 $ | +18,4 % |
| Fiduciary Group, LLC | 3.464.813 $ | +189.341 $ | +5,8 % | 3.275.472 $ | +137.364 $ | +4,4 % | 3.138.108 $ | +143.305 $ | +4,8 % | 2.994.803 $ | +328.307 $ | +12,3 % |
| Good Harbor Advisors, Inc. | 3.459.342 $ | +272.310 $ | +8,5 % | 3.187.032 $ | +239.757 $ | +8,1 % | 2.947.275 $ | |||||
| BALLAST ADVISORS LLC | 3.447.947 $ | +2.798.507 $ | +430,9 % | 649.440 $ | +567.288 $ | +690,5 % | 82.152 $ | +41.474 $ | +102,0 % | 40.678 $ | -5.139 $ | -11,2 % |
| Kapstone Financial Advisors LLC | 3.446.754 $ | +988.124 $ | +40,2 % | 2.458.630 $ | +1.139.887 $ | +86,4 % | 1.318.743 $ | +67.756 $ | +5,4 % | 1.250.987 $ | +319.047 $ | +34,2 % |
| 1858 WEALTH MANAGEMENT, LLC | 3.440.395 $ | +142.845 $ | +4,3 % | |||||||||
| Ballast Rock Private Wealth LLC | 3.439.500 $ | +694.164 $ | +25,3 % | 2.745.336 $ | +87.677 $ | +3,3 % | 2.657.659 $ | |||||
| Dana Investment Advisors, Inc. | 3.439.237 $ | +115.035 $ | +3,5 % | 3.324.202 $ | +2.382 $ | +0,1 % | 3.321.820 $ | +36.833 $ | +1,1 % | 3.284.987 $ | -333.532 $ | -9,2 % |
| Vantage Point Financial LLC | 1.652.921 $ | -451.831 $ | -21,5 % | 2.104.752 $ | -1.321.777 $ | -38,6 % | 3.426.529 $ | +354.335 $ | +11,5 % | 3.072.194 $ | +172.769 $ | +6,0 % |
| SURIENCE PRIVATE WEALTH LLC | 3.423.261 $ | |||||||||||
| Unified Investment Management | 3.420.666 $ | +105.892 $ | +3,2 % | 3.314.774 $ | +211.445 $ | +6,8 % | 3.103.329 $ | +132.789 $ | +4,5 % | 2.970.540 $ | +181.132 $ | +6,5 % |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3.366.366 $ | +253.096 $ | +8,1 % | 3.113.270 $ | -32.388 $ | -1,0 % | 3.145.658 $ | -274.049 $ | -8,0 % | 3.419.707 $ | -688.376 $ | -16,8 % |
| SFE Investment Counsel | 1.868.132 $ | -132.785 $ | -6,6 % | 2.000.917 $ | -237.224 $ | -10,6 % | 2.238.141 $ | -1.169.505 $ | -34,3 % | 3.407.646 $ | -862.978 $ | -20,2 % |
| PGIM Custom Harvest LLC | 3.400.817 $ | +1.703.622 $ | +100,4 % | 1.697.195 $ | +276.273 $ | +19,4 % | 1.420.922 $ | +49.956 $ | +3,6 % | 1.370.966 $ | +185.668 $ | +15,7 % |
| Premier Path Wealth Partners, LLC | 3.399.197 $ | +903.123 $ | +36,2 % | 2.496.074 $ | -314.232 $ | -11,2 % | 2.810.306 $ | -444.221 $ | -13,6 % | 3.254.527 $ | +438.370 $ | +15,6 % |
| J.M. Arbour, LLC | 1.981.119 $ | -667.009 $ | -25,2 % | 2.648.128 $ | -742.827 $ | -21,9 % | 3.390.955 $ | |||||
| Broadleaf Partners, LLC | 3.389.340 $ | +132.216 $ | +4,1 % | 3.257.124 $ | +36.585 $ | +1,1 % | 3.220.539 $ | |||||
| Laraway Financial Advisors Inc | 3.385.672 $ | +300.127 $ | +9,7 % | 3.085.545 $ | +218.333 $ | +7,6 % | 2.867.212 $ | +261.440 $ | +10,0 % | 2.605.772 $ | +239.829 $ | +10,1 % |
| SIMPLEX TRADING, LLC | 3.376.529 $ | +2.517.433 $ | +293,0 % | 859.096 $ | +651.211 $ | +313,3 % | 207.885 $ | -807.115 $ | -79,5 % | 1.015.000 $ | +988.000 $ | +3.659,3 % |
| Outlook Wealth Advisors, LLC | 2.870.771 $ | -501.917 $ | -14,9 % | 3.372.688 $ | +251.378 $ | +8,1 % | 3.121.310 $ | -124.055 $ | -3,8 % | 3.245.365 $ | +119.026 $ | +3,8 % |
| Horizons Wealth Management | 293.454 $ | +10.645 $ | +3,8 % | 282.809 $ | -3.082.950 $ | -91,6 % | 3.365.759 $ | -86.178 $ | -2,5 % | |||
| TopTier Wealth Management, LLC | 3.362.346 $ | +171.799 $ | +5,4 % | 3.190.547 $ | -132.918 $ | -4,0 % | 3.323.465 $ | |||||
| Northstar Advisory Group, LLC | 3.359.386 $ | +2.387.953 $ | +245,8 % | 971.433 $ | ||||||||
| SACKS & ASSOCIATES, LLC | 3.357.995 $ | +273.150 $ | +8,9 % | 3.084.845 $ | -201.990 $ | -6,1 % | 3.286.835 $ | |||||
| Thrive Wealth Management, LLC | 3.350.048 $ | +549.498 $ | +19,6 % | 2.800.550 $ | +167.271 $ | +6,4 % | 2.633.279 $ | -48.814 $ | -1,8 % | 2.682.093 $ | +285.310 $ | +11,9 % |
| ARBOR TRUST WEALTH ADVISORS, LLC | 3.349.099 $ | +659.300 $ | +24,5 % | 2.689.799 $ | +1.942.479 $ | +259,9 % | 747.320 $ | +402.046 $ | +116,4 % | 345.274 $ | -28.813 $ | -7,7 % |
| O'Dell Group, LLC | 3.349.028 $ | |||||||||||
| OFC FINANCIAL PLANNING, LLC | 3.346.640 $ | +201.668 $ | +6,4 % | 3.144.972 $ | +3.067 $ | +0,1 % | 3.141.905 $ | +214.688 $ | +7,3 % | 2.927.217 $ | -33.205 $ | -1,1 % |
| Northwest Wealth Advisors, LLC | 3.343.003 $ | +500.373 $ | +17,6 % | 2.842.630 $ | +300.005 $ | +11,8 % | 2.542.625 $ | |||||
| Left Brain Wealth Management, LLC | 3.338.535 $ | +31.757 $ | +1,0 % | 3.306.778 $ | ||||||||
| Williams Jones Wealth Management, LLC. | 3.335.996 $ | +1.584.247 $ | +90,4 % | 1.751.749 $ | +1.376.997 $ | +367,4 % | 374.752 $ | +87.498 $ | +30,5 % | |||
| Spinnaker Investment Group, LLC | 3.146.942 $ | +1.109.595 $ | +54,5 % | 2.037.347 $ | -1.295.675 $ | -38,9 % | 3.333.022 $ | +620.198 $ | +22,9 % | 2.712.824 $ | +880.700 $ | +48,1 % |
| Waterfront Wealth Inc. | 3.330.112 $ | +65.302 $ | +2,0 % | 3.264.810 $ | +66.042 $ | +2,1 % | 3.198.768 $ | -20.155 $ | -0,6 % | 3.218.923 $ | +206.857 $ | +6,9 % |
| COMPASS CAPITAL CORP /MA/ /ADV | 1.204.315 $ | +116.844 $ | +10,7 % | 1.087.471 $ | -106.040 $ | -8,9 % | 1.193.511 $ | -2.133.335 $ | -64,1 % | 3.326.846 $ | -77.364 $ | -2,3 % |
| Investment Insight Wealth Management, LLC | 3.319.562 $ | +1.427.389 $ | +75,4 % | 1.892.173 $ | +1.262.404 $ | +200,5 % | 629.769 $ | |||||
| Alteri Wealth LLC | 3.316.046 $ | +380.311 $ | +13,0 % | 2.935.735 $ | +1.373.676 $ | +87,9 % | 1.562.059 $ | +227.902 $ | +17,1 % | 1.334.157 $ | -13.768 $ | -1,0 % |
| SARD WEALTH MANAGEMENT GROUP, LLC | 3.313.347 $ | +521.183 $ | +18,7 % | 2.792.164 $ | -218.041 $ | -7,2 % | 3.010.205 $ | +105.005 $ | +3,6 % | 2.905.200 $ | +350.081 $ | +13,7 % |
| AFT, FORSYTH & COMPANY, INC. | 3.312.715 $ | +510.043 $ | +18,2 % | 2.802.672 $ | +89.552 $ | +3,3 % | 2.713.120 $ | +137.858 $ | +5,4 % | 2.575.262 $ | +723.321 $ | +39,1 % |
| Pinnacle Wealth Management Group, Inc. | 3.310.937 $ | +322.708 $ | +10,8 % | 2.988.229 $ | +209.504 $ | +7,5 % | 2.778.725 $ | -70.997 $ | -2,5 % | 2.849.722 $ | -4.253.351 $ | -59,9 % |
| Auour Investments LLC | 2.969.938 $ | -51.535 $ | -1,7 % | 3.021.473 $ | -288.109 $ | -8,7 % | 3.309.582 $ | +292.414 $ | +9,7 % | 3.017.168 $ | -3.894.754 $ | -56,3 % |
| Edge Financial Advisors LLC | 3.305.599 $ | +1.030.951 $ | +45,3 % | 2.274.648 $ | +702.971 $ | +44,7 % | ||||||
| Nordwand Advisors, LLC | 3.304.238 $ | +26.821 $ | +0,8 % | 3.277.417 $ | +702.263 $ | +27,3 % | 2.575.154 $ | +445.269 $ | +20,9 % | 2.129.885 $ | +401.977 $ | +23,3 % |
| SHEPHERD KAPLAN KROCHUK, LLC | 3.023.374 $ | +413.033 $ | +15,8 % | 2.610.341 $ | -136.664 $ | -5,0 % | 2.747.005 $ | -554.688 $ | -16,8 % | 3.301.693 $ | +1.073.173 $ | +48,2 % |
| LGT Financial Advisors LLC | 2.193.462 $ | -208.293 $ | -8,7 % | 2.401.755 $ | +78.867 $ | +3,4 % | 2.322.888 $ | -977.738 $ | -29,6 % | 3.300.626 $ | +21.516 $ | +0,7 % |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 2.326.467 $ | -157.737 $ | -6,3 % | 2.484.204 $ | -814.976 $ | -24,7 % | 3.299.180 $ | +204.012 $ | +6,6 % | 3.095.168 $ | +313.765 $ | +11,3 % |
| FULLCIRCLE WEALTH LLC | 3.298.599 $ | +478.709 $ | +17,0 % | |||||||||
| MEANS INVESTMENT CO., INC. | 2.264.235 $ | -77.894 $ | -3,3 % | 2.342.129 $ | -336.134 $ | -12,6 % | 2.678.263 $ | -617.753 $ | -18,7 % | 3.296.016 $ | -295.408 $ | -8,2 % |
| KMT WEALTH MANAGEMENT, LLC | 3.291.021 $ | |||||||||||
| Matrix Trust Co | 2.164.000 $ | -1.126.000 $ | -34,2 % | 3.290.000 $ | -160.000 $ | -4,6 % | ||||||
| NOVUS ADVISORS, LLC | 3.277.230 $ | +359.877 $ | +12,3 % | 2.917.353 $ | +66.743 $ | +2,3 % | 2.850.610 $ | -51.752 $ | -1,8 % | 2.902.362 $ | +280.695 $ | +10,7 % |
| FIRST HORIZON CORP | 3.260.928 $ | +179.743 $ | +5,8 % | 3.081.185 $ | +982.966 $ | +46,8 % | 2.098.219 $ | +1.564.918 $ | +293,4 % | 533.301 $ | ||
| GREENBERG FINANCIAL GROUP | 3.246.471 $ | -118.547 $ | -3,5 % | |||||||||
| ZACKS INVESTMENT MANAGEMENT | 3.245.057 $ | +986.776 $ | +43,7 % | 2.258.281 $ | +1.008.031 $ | +80,6 % | 1.250.250 $ | +63.108 $ | +5,3 % | 1.187.142 $ | +448.577 $ | +60,7 % |
| Nvest Financial, LLC | 3.085.260 $ | +185.084 $ | +6,4 % | 2.900.176 $ | -344.037 $ | -10,6 % | 3.244.213 $ | +1.436.748 $ | +79,5 % | 1.807.465 $ | -1.210.550 $ | -40,1 % |
| Frank, Rimerman Advisors LLC | 3.232.700 $ | +1.109.412 $ | +52,2 % | 2.123.288 $ | +17.547 $ | +0,8 % | 2.105.741 $ | -6.180 $ | -0,3 % | 2.111.921 $ | +78.575 $ | +3,9 % |
| BankPlus Trust Department | 3.231.644 $ | +391.913 $ | +13,8 % | 2.839.731 $ | -15.736 $ | -0,6 % | 2.855.467 $ | +253.048 $ | +9,7 % | 2.602.419 $ | -1.283.230 $ | -33,0 % |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.230.029 $ | +1.015.210 $ | +45,8 % | 2.214.819 $ | -31.280 $ | -1,4 % | 2.246.099 $ | +282.497 $ | +14,4 % | 1.963.602 $ | +135.471 $ | +7,4 % |
| Xena Financial Planning, LLC | 3.228.144 $ | +386.441 $ | +13,6 % | 2.841.703 $ | +39.625 $ | +1,4 % | 2.802.078 $ | |||||
| Nelson Capital Management, LLC | 1.688.963 $ | -635.186 $ | -27,3 % | 2.324.149 $ | -534.721 $ | -18,7 % | 2.858.870 $ | -364.196 $ | -11,3 % | 3.223.066 $ | +385.322 $ | +13,6 % |
| JIM SAULNIER & ASSOCIATES, LLC | 1.143.229 $ | -1.862.053 $ | -62,0 % | 3.005.282 $ | -75.685 $ | -2,5 % | 3.080.967 $ | -134.637 $ | -4,2 % | 3.215.604 $ | +8.629 $ | +0,3 % |
| Jeter Robert S II | 3.041.640 $ | -168.369 $ | -5,2 % | 3.210.009 $ | ||||||||
| ProCore Advisors, LLC | 1.890.125 $ | +472.319 $ | +33,3 % | 1.417.806 $ | -1.790.675 $ | -55,8 % | 3.208.481 $ | |||||
| Guardian Financial Partners, LLC | 2.983.604 $ | +151.545 $ | +5,4 % | 2.832.059 $ | -48.672 $ | -1,7 % | 2.880.731 $ | -317.721 $ | -9,9 % | 3.198.452 $ | +637.422 $ | +24,9 % |
| VANGUARD ADVISERS INC | 3.193.185 $ | +789.517 $ | +32,8 % | 2.403.668 $ | ||||||||
| Investors Research Corp | 3.018.080 $ | +225.772 $ | +8,1 % | 2.792.308 $ | -318.058 $ | -10,2 % | 3.110.366 $ | -78.978 $ | -2,5 % | 3.189.344 $ | +54.334 $ | +1,7 % |
| Tudor Financial Inc. | 3.183.727 $ | +797.377 $ | +33,4 % | 2.386.350 $ | -32.835 $ | -1,4 % | 2.419.185 $ | +250.629 $ | +11,6 % | 2.168.556 $ | +239.684 $ | +12,4 % |
| ALLSTREET CAPITAL ADVISORS LLC | 3.183.598 $ | +630.604 $ | +24,7 % | 2.552.994 $ | +193.198 $ | +8,2 % | 2.359.796 $ | |||||
| Capstone Financial Advisors, Inc. | 3.181.552 $ | +1.083.496 $ | +51,6 % | 2.098.056 $ | +300.889 $ | +16,7 % | 1.797.167 $ | -189.285 $ | -9,5 % | 1.986.452 $ | +715.232 $ | +56,3 % |
| Stonebridge Wealth Management, LLC | 2.451.403 $ | -3.349 $ | -0,1 % | 2.454.752 $ | +39.056 $ | +1,6 % | 2.415.696 $ | -760.181 $ | -23,9 % | 3.175.877 $ | +82.527 $ | +2,7 % |
| Hedeker Wealth, LLC | 2.916.886 $ | -256.659 $ | -8,1 % | 3.173.545 $ | +2.042.797 $ | +180,7 % | 1.130.748 $ | -629.510 $ | -35,8 % | 1.760.258 $ | -10.892.466 $ | -86,1 % |
| Armstrong, Fleming & Moore, Inc | 2.731.648 $ | +378.678 $ | +16,1 % | 2.352.970 $ | -233.923 $ | -9,0 % | 2.586.893 $ | -577.790 $ | -18,3 % | 3.164.683 $ | -1.174.546 $ | -27,1 % |
| Vilga Financial Planning LLC | 3.163.163 $ | +580.111 $ | +22,5 % | 2.583.052 $ | +75.074 $ | +3,0 % | 2.507.978 $ | |||||
| ATX Financial Planning, LLC | 3.158.923 $ | +863.967 $ | +37,6 % | 2.294.956 $ | -564.368 $ | -19,7 % | 2.859.324 $ | |||||
| ShoreHaven Wealth Partners, LLC | 2.504.539 $ | +97.963 $ | +4,1 % | 2.406.576 $ | -77.149 $ | -3,1 % | 2.483.725 $ | -668.139 $ | -21,2 % | 3.151.864 $ | -461.365 $ | -12,8 % |
| MMBG INVESTMENT ADVISORS CO. | 3.151.648 $ | +403.498 $ | +14,7 % | 2.748.150 $ | +627.359 $ | +29,6 % | 2.120.791 $ | +381.360 $ | +21,9 % | 1.739.431 $ | +200.442 $ | +13,0 % |
| Orca Investment Management, LLC | 2.835.027 $ | -8.827 $ | -0,3 % | 2.843.854 $ | -206.106 $ | -6,8 % | 3.049.960 $ | -101.579 $ | -3,2 % | 3.151.539 $ | +103.612 $ | +3,4 % |
| Arcadia Wealth Management, Inc. | 3.150.067 $ | +336.257 $ | +12,0 % | 2.813.810 $ | +230.836 $ | +8,9 % | 2.582.974 $ | +172.918 $ | +7,2 % | 2.410.056 $ | +460.863 $ | +23,6 % |
| Zuckerman Investment Group, LLC | 3.148.933 $ | +106.892 $ | +3,5 % | 3.042.041 $ | +104.844 $ | +3,6 % | 2.937.197 $ | -173.360 $ | -5,6 % | |||
| Gemmer Asset Management LLC | 3.141.816 $ | +444.420 $ | +16,5 % | 2.697.396 $ | -87.175 $ | -3,1 % | 2.784.571 $ | +79.504 $ | +2,9 % | 2.705.067 $ | +388.013 $ | +16,7 % |
| Talisman Wealth Advisors LLC | 1.286.119 $ | -1.852.814 $ | -59,0 % | 3.138.933 $ | +634.166 $ | +25,3 % | 2.504.767 $ | +515.640 $ | +25,9 % | 1.989.127 $ | +377.992 $ | +23,5 % |
| BIRCH FINANCIAL GROUP, LLC | 3.138.898 $ | +1.070.753 $ | +51,8 % | 2.068.145 $ | +152.834 $ | +8,0 % | 1.915.311 $ | +75.417 $ | +4,1 % | 1.839.894 $ | +214.937 $ | +13,2 % |
| Kentucky Trust Co | 3.134.374 $ | +510.703 $ | +19,5 % | 2.623.671 $ | -69.496 $ | -2,6 % | 2.693.167 $ | +55.623 $ | +2,1 % | 2.637.544 $ | +58.295 $ | +2,3 % |
| LINCOLN CAPITAL CORP | 3.134.295 $ | +477.564 $ | +18,0 % | 2.656.731 $ | -415.669 $ | -13,5 % | 3.072.400 $ | +89.042 $ | +3,0 % | 2.983.358 $ | +262.064 $ | +9,6 % |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.128.002 $ | +314.669 $ | +11,2 % | 2.813.333 $ | +7.542 $ | +0,3 % | 2.805.791 $ | -170.935 $ | -5,7 % | 2.976.726 $ | +161.277 $ | +5,7 % |
| Argent Advisors, Inc. | 3.122.502 $ | +124.420 $ | +4,1 % | 2.998.082 $ | +1.021.481 $ | +51,7 % | 1.976.601 $ | +74.473 $ | +3,9 % | 1.902.128 $ | +152.405 $ | +8,7 % |
| Baron Financial Group, LLC | 3.122.406 $ | +395.669 $ | +14,5 % | 2.726.737 $ | -115.997 $ | -4,1 % | 2.842.734 $ | -60.054 $ | -2,1 % | 2.902.788 $ | +205.820 $ | +7,6 % |
| NorthCrest Asset Manangement, LLC | 3.113.730 $ | +1.216.855 $ | +64,2 % | 1.896.875 $ | +412.657 $ | +27,8 % | 1.484.218 $ | +131.663 $ | +9,7 % | 1.352.555 $ | +159.711 $ | +13,4 % |
| WJ Financial Advisors LLC | 3.107.459 $ | +220.927 $ | +7,7 % | 2.886.532 $ | +508.490 $ | +21,4 % | 2.378.042 $ | +348.414 $ | +17,2 % | 2.029.628 $ | ||
| MEMBERS WEALTH LLC | 3.010.508 $ | +340.695 $ | +12,8 % | 2.669.813 $ | -63.944 $ | -2,3 % | 2.733.757 $ | -372.988 $ | -12,0 % | 3.106.745 $ | ||
| Guardian Capital, LLC | 1.904.680 $ | -569.131 $ | -23,0 % | 2.473.811 $ | -632.511 $ | -20,4 % | 3.106.322 $ | |||||
| Meramec Financial Planners, LLC | 3.094.051 $ | +48.088 $ | +1,6 % | 3.045.963 $ | -56.928 $ | -1,8 % | 3.102.891 $ | |||||
| Garton & Associates Financial Advisors LLC | 2.092.264 $ | -551.557 $ | -20,9 % | 2.643.821 $ | -456.062 $ | -14,7 % | 3.099.883 $ | |||||
| FSC Wealth Advisors, LLC | 421.667 $ | -2.674.092 $ | -86,4 % | 3.095.759 $ | +639.778 $ | +26,0 % | ||||||
| COOKSON PEIRCE & CO INC | 2.541.594 $ | -125.639 $ | -4,7 % | 2.667.233 $ | -421.615 $ | -13,6 % | 3.088.848 $ | +109.732 $ | +3,7 % | 2.979.116 $ | +167.035 $ | +5,9 % |
| HANOVER ADVISORS INC | 1.918.267 $ | +343.197 $ | +21,8 % | 1.575.070 $ | +288.749 $ | +22,4 % | 1.286.321 $ | -1.797.717 $ | -58,3 % | 3.084.038 $ | +212.431 $ | +7,4 % |
| OPAL CAPITAL LLC | 3.080.191 $ | |||||||||||
| ROMANO BROTHERS AND COMPANY | 3.073.880 $ | +361.144 $ | +13,3 % | 2.712.736 $ | +368.808 $ | +15,7 % | 2.343.928 $ | +737.293 $ | +45,9 % | 1.606.635 $ | +799.338 $ | +99,0 % |
| HHM Wealth Advisors, LLC | 3.071.249 $ | +701.266 $ | +29,6 % | 2.369.983 $ | -23.796 $ | -1,0 % | 2.393.779 $ | -241.356 $ | -9,2 % | 2.635.135 $ | +91.039 $ | +3,6 % |
| Cassilly Financial Group LLC | 2.729.109 $ | -334.227 $ | -10,9 % | 3.063.336 $ | +62.075 $ | +2,1 % | 3.001.261 $ | |||||
| Grant Private Wealth Management Inc | 3.061.873 $ | +583.760 $ | +23,6 % | 2.478.113 $ | +71.077 $ | +3,0 % | 2.407.036 $ | -94.379 $ | -3,8 % | 2.501.415 $ | -618.431 $ | -19,8 % |
| Private Wealth Partners, LLC | 960.245 $ | -266.182 $ | -21,7 % | 1.226.427 $ | +121.434 $ | +11,0 % | 1.104.993 $ | -1.951.084 $ | -63,8 % | 3.056.077 $ | -748.230 $ | -19,7 % |
| Pitti Group Wealth Management, LLC | 3.055.118 $ | +608.530 $ | +24,9 % | 2.446.588 $ | +106.393 $ | +4,5 % | 2.340.195 $ | +51.942 $ | +2,3 % | 2.288.253 $ | -18.292 $ | -0,8 % |
| Silver Grove Financial Group, Inc. | 3.053.439 $ | +788.506 $ | +34,8 % | 2.264.933 $ | -102.220 $ | -4,3 % | 2.367.153 $ | +441.439 $ | +22,9 % | 1.925.714 $ | ||
| L.M. KOHN & COMPANY | 3.051.090 $ | -8.789.253 $ | -74,2 % | |||||||||
| Bahl & Gaynor LLC | 3.050.542 $ | +489.619 $ | +19,1 % | 2.560.923 $ | +370.655 $ | +16,9 % | 2.190.268 $ | +56.595 $ | +2,7 % | 2.133.673 $ | +377.694 $ | +21,5 % |
| STEINBERGANNA WEALTH MANAGEMENT | 3.048.816 $ | +322.893 $ | +11,8 % | 2.725.923 $ | +263.089 $ | +10,7 % | 2.462.834 $ | -527.447 $ | -17,6 % | 2.990.281 $ | ||
| Partnership Wealth Management, LLC | 3.047.485 $ | +373.215 $ | +14,0 % | 2.674.270 $ | -100.370 $ | -3,6 % | 2.774.640 $ | +89.643 $ | +3,3 % | 2.684.997 $ | +208.108 $ | +8,4 % |
| Lion Street Advisors, LLC | 3.043.284 $ | -6.955.049 $ | -69,6 % | |||||||||
| Atlas Wealth Partners, LLC | 3.025.195 $ | -17.160 $ | -0,6 % | 3.042.355 $ | +92.344 $ | +3,1 % | 2.950.011 $ | +275.534 $ | +10,3 % | 2.674.477 $ | +118.477 $ | +4,6 % |
| Secure Asset Management, LLC | 2.805.380 $ | -108.362 $ | -3,7 % | 2.913.742 $ | -119.478 $ | -3,9 % | 3.033.220 $ | +468.049 $ | +18,2 % | 2.565.171 $ | -1.014.012 $ | -28,3 % |
| Roger Wittlin Investment Advisory, LLC | 3.021.980 $ | +2.399.613 $ | +385,6 % | 622.367 $ | -235.377 $ | -27,4 % | 857.744 $ | -452.104 $ | -34,5 % | 1.309.848 $ | -171.576 $ | -11,6 % |
| Prosperity Wealth Management, Inc. | 3.008.153 $ | +555.535 $ | +22,7 % | 2.452.618 $ | -431.916 $ | -15,0 % | ||||||
| MATTERS CAPITAL LLC | 3.003.948 $ | +521.916 $ | +21,0 % | 2.482.032 $ | +345.398 $ | +16,2 % | 2.136.634 $ | |||||
| EIGHT 31 FINANCIAL, LLC | 3.001.542 $ | +514.954 $ | +20,7 % | 2.486.588 $ | +133.417 $ | +5,7 % | 2.353.171 $ | +60.737 $ | +2,6 % | 2.292.434 $ | +344.160 $ | +17,7 % |
| Copperleaf Capital, LLC | 2.995.676 $ | +1.397.430 $ | +87,4 % | |||||||||
| IRON Financial LLC | 2.994.746 $ | +160.476 $ | +5,7 % | 2.834.270 $ | +10.316 $ | +0,4 % | 2.823.954 $ | +1.375.107 $ | +94,9 % | 1.448.847 $ | +161.652 $ | +12,6 % |
| FLAGSHIP WEALTH ADVISORS, LLC | 2.982.983 $ | +1.299.291 $ | +77,2 % | 1.683.692 $ | -795.992 $ | -32,1 % | 2.479.684 $ | +24.075 $ | +1,0 % | 2.455.609 $ | +771.919 $ | +45,8 % |
| Leeward Financial Partners, LLC | 2.981.743 $ | +551.304 $ | +22,7 % | 2.430.439 $ | ||||||||
| ORSER CAPITAL MANAGEMENT, LLC | 2.929.903 $ | -42.725 $ | -1,4 % | 2.972.628 $ | +27.601 $ | +0,9 % | ||||||
| Alpha Cubed Investments, LLC | 2.970.257 $ | +429.879 $ | +16,9 % | 2.540.378 $ | -745.022 $ | -22,7 % | ||||||
| Walleye Partners, LLC | 2.968.801 $ | +1.801.274 $ | +154,3 % | 1.167.527 $ | ||||||||
| GUERRA PAN ADVISORS, LLC | 2.967.475 $ | +348.742 $ | +13,3 % | 2.618.733 $ | +591.224 $ | +29,2 % | 2.027.509 $ | +4.193 $ | +0,2 % | 2.023.316 $ | +171.891 $ | +9,3 % |
| AMARILLO NATIONAL BANK | 2.957.582 $ | +345.887 $ | +13,2 % | 2.611.695 $ | -136.239 $ | -5,0 % | 2.747.934 $ | +39.040 $ | +1,4 % | 2.708.894 $ | +187.430 $ | +7,4 % |
| Center for Financial Planning, Inc. | 2.956.787 $ | +249.564 $ | +9,2 % | 2.707.223 $ | -154.759 $ | -5,4 % | 2.861.982 $ | +19.975 $ | +0,7 % | 2.842.007 $ | +337.348 $ | +13,5 % |
| PETRA FINANCIAL ADVISORS INC | 2.954.707 $ | +903.373 $ | +44,0 % | 2.051.334 $ | -419.384 $ | -17,0 % | 2.470.718 $ | +641.881 $ | +35,1 % | 1.828.837 $ | +449.442 $ | +32,6 % |
| Stokes Family Office, LLC | 2.900.262 $ | -54.167 $ | -1,8 % | 2.954.429 $ | +295.860 $ | +11,1 % | 2.658.569 $ | +225.385 $ | +9,3 % | 2.433.184 $ | +214.774 $ | +9,7 % |
| MASECO LLP | 2.943.353 $ | +1.037.892 $ | +54,5 % | 1.905.461 $ | +12.982 $ | +0,7 % | 1.892.479 $ | +288.881 $ | +18,0 % | 1.603.598 $ | +296.843 $ | +22,7 % |
| Greykasell Wealth Strategies, Inc. | 2.939.272 $ | +178.497 $ | +6,5 % | 2.760.775 $ | -111.001 $ | -3,9 % | 2.871.776 $ | +58.908 $ | +2,1 % | 2.812.868 $ | +1.931.738 $ | +219,2 % |
| FIDUCIARY FINANCIAL GROUP, LLC | 2.932.768 $ | +371.014 $ | +14,5 % | 2.561.754 $ | +451.335 $ | +21,4 % | 2.110.419 $ | +718.789 $ | +51,7 % | 1.391.630 $ | +471.146 $ | +51,2 % |
| MB, LEVIS & ASSOCIATES, LLC | 2.929.122 $ | +642.947 $ | +28,1 % | 2.286.175 $ | +1.465.708 $ | +178,6 % | 820.467 $ | +172.144 $ | +26,6 % | 648.323 $ | +175.135 $ | +37,0 % |
| Cambridge Financial Group, LLC | 2.927.363 $ | +273.989 $ | +10,3 % | 2.653.374 $ | +305.015 $ | +13,0 % | 2.348.359 $ | -351.959 $ | -13,0 % | 2.700.318 $ | +131.885 $ | +5,1 % |
| Appalachian Capital Management Ltd | 2.926.750 $ | +362.964 $ | +14,2 % | 2.563.786 $ | -117.602 $ | -4,4 % | 2.681.388 $ | |||||
| Murphy & Mullick Capital Management Corp | 2.917.086 $ | +253.721 $ | +9,5 % | 2.663.365 $ | +239.284 $ | +9,9 % | 2.424.081 $ | +91.330 $ | +3,9 % | 2.332.751 $ | +329.254 $ | +16,4 % |
| Orcam Financial Group | 2.909.981 $ | +2.262.800 $ | +349,6 % | 647.181 $ | +1.379 $ | +0,2 % | 645.802 $ | +3.428 $ | +0,5 % | 642.374 $ | +105.346 $ | +19,6 % |
| MYCIO WEALTH PARTNERS, LLC | 2.907.268 $ | +98.849 $ | +3,5 % | 2.808.419 $ | +101.868 $ | +3,8 % | 2.706.551 $ | +71.229 $ | +2,7 % | 2.635.322 $ | +235.468 $ | +9,8 % |
| Essential Partners LLC | 2.906.687 $ | +777.302 $ | +36,5 % | 2.129.385 $ | +513.959 $ | +31,8 % | 1.615.426 $ | +164.292 $ | +11,3 % | 1.451.134 $ | +69.516 $ | +5,0 % |
| VERUS WEALTH MANAGEMENT, LLC | 2.903.128 $ | +452.601 $ | +18,5 % | 2.450.527 $ | +86.736 $ | +3,7 % | 2.363.791 $ | -20.404 $ | -0,9 % | 2.384.195 $ | -172.663 $ | -6,8 % |
| Wealth Quarterback LLC | 2.898.801 $ | +701.842 $ | +31,9 % | 2.196.959 $ | +73.076 $ | +3,4 % | 2.123.883 $ | -272.095 $ | -11,4 % | 2.395.978 $ | +591.934 $ | +32,8 % |
| OneAscent Family Office, LLC | 1.190.870 $ | +343.429 $ | +40,5 % | 847.441 $ | -2.022.184 $ | -70,5 % | 2.869.625 $ | -28.625 $ | -1,0 % | 2.898.250 $ | +2.321.250 $ | +402,3 % |
| Independence Bank of Kentucky | 1.937.976 $ | +164.271 $ | +9,3 % | 1.773.705 $ | +84.398 $ | +5,0 % | 1.689.307 $ | -1.204.964 $ | -41,6 % | 2.894.271 $ | +126.776 $ | +4,6 % |
| Renasant Bank | 2.893.022 $ | +480.649 $ | +19,9 % | 2.412.373 $ | +747.427 $ | +44,9 % | 1.664.946 $ | +767.247 $ | +85,5 % | 897.699 $ | +563.331 $ | +168,5 % |
| Waycross Investment Management Co | 2.888.568 $ | +162.641 $ | +6,0 % | 2.725.927 $ | ||||||||
| Destiny Capital Corp/CO | 2.524.633 $ | +28.057 $ | +1,1 % | 2.496.576 $ | -325.626 $ | -11,5 % | 2.822.202 $ | -60.688 $ | -2,1 % | 2.882.890 $ | -87.666 $ | -3,0 % |
| Phillip James Consulting Co. | 2.881.079 $ | +2.798.079 $ | +3.371,2 % | 83.000 $ | ||||||||
| K2 Financial Inc. | 2.880.932 $ | +76.055 $ | +2,7 % | 2.804.877 $ | +281.048 $ | +11,1 % | 2.523.829 $ | +124.739 $ | +5,2 % | 2.399.090 $ | +355.803 $ | +17,4 % |
| Keeler Thomas Management LLC | 2.880.742 $ | |||||||||||
| Coquina Private Wealth LLC | 2.880.684 $ | +269.397 $ | +10,3 % | 2.611.287 $ | +149.119 $ | +6,1 % | 2.462.168 $ | |||||
| INSIGHT 2811, INC. | 1.992.281 $ | -149.509 $ | -7,0 % | 2.141.790 $ | -320.481 $ | -13,0 % | 2.462.271 $ | -417.233 $ | -14,5 % | 2.879.504 $ | -1.400.866 $ | -32,7 % |
| Putney Financial Group LLC | 2.871.145 $ | +1.017.490 $ | +54,9 % | 1.853.655 $ | +895.837 $ | +93,5 % | 957.818 $ | +447.903 $ | +87,8 % | 509.915 $ | +416.075 $ | +443,4 % |
| American Institute for Advanced Investment Management, LLP | 2.871.028 $ | +1.034.654 $ | +56,3 % | 1.836.374 $ | +17.485 $ | +1,0 % | 1.818.889 $ | -461.960 $ | -20,3 % | 2.280.849 $ | -200.126 $ | -8,1 % |
| HOLDERNESS INVESTMENTS CO | 2.864.791 $ | +133.066 $ | +4,9 % | 2.731.725 $ | +95.177 $ | +3,6 % | 2.636.548 $ | -14.906 $ | -0,6 % | 2.651.454 $ | +29.778 $ | +1,1 % |
| Alliance Wealth Advisors, LLC | 2.857.001 $ | +239.098 $ | +9,1 % | 2.617.903 $ | +94.245 $ | +3,7 % | 2.523.658 $ | +128.788 $ | +5,4 % | 2.394.870 $ | +37.141 $ | +1,6 % |
| SUTTON PLACE INVESTORS LLC | 1.648.060 $ | -71.632 $ | -4,2 % | 1.719.692 $ | -1.127.512 $ | -39,6 % | 2.847.204 $ | +254.247 $ | +9,8 % | 2.592.957 $ | -90.019 $ | -3,4 % |
| Teucrium Investment Advisors, LLC | 2.303.139 $ | -225.418 $ | -8,9 % | 2.528.557 $ | -317.408 $ | -11,2 % | 2.845.965 $ | |||||
| CONTINENTAL ADVISORS LLC | 2.013.012 $ | -832.788 $ | -29,3 % | 2.845.800 $ | +103.224 $ | +3,8 % | 2.742.576 $ | +53.040 $ | +2,0 % | 2.689.536 $ | +240.312 $ | +9,8 % |
| Ewing Morris & Co. Investment Partners Ltd. | 2.844.891 $ | |||||||||||
| Red Tortoise LLC | 2.843.513 $ | +62.524 $ | +2,2 % | 2.780.989 $ | +83.699 $ | +3,1 % | 2.697.290 $ | +237.419 $ | +9,7 % | |||
| Burnham & Co LLC | 2.842.162 $ | |||||||||||
| MOSELEY INVESTMENT MANAGEMENT INC | 2.828.126 $ | +176.716 $ | +6,7 % | 2.651.410 $ | +161.276 $ | +6,5 % | 2.490.134 $ | +339.672 $ | +15,8 % | |||
| Advisory Advocates, LLC | 2.825.349 $ | +508.443 $ | +21,9 % | 2.316.906 $ | -74.845 $ | -3,1 % | 2.391.751 $ | |||||
| Essential Planning, LLC. | 2.825.020 $ | +853.666 $ | +43,3 % | 1.971.354 $ | +373.754 $ | +23,4 % | 1.597.600 $ | +454.115 $ | +39,7 % | 1.143.485 $ | +466.733 $ | +69,0 % |
| Bangor Savings Bank | 2.822.778 $ | +337.655 $ | +13,6 % | 2.485.123 $ | +43.594 $ | +1,8 % | 2.441.529 $ | +73.415 $ | +3,1 % | 2.368.114 $ | +316.805 $ | +15,4 % |
| Westfuller Advisors, LLC | 2.813.707 $ | +415.397 $ | +17,3 % | 2.398.310 $ | +238.148 $ | +11,0 % | 2.160.162 $ | +150.925 $ | +7,5 % | 2.009.237 $ | +209.435 $ | +11,6 % |
| Significant Wealth Partners LLC | 2.807.001 $ | +840.183 $ | +42,7 % | 1.966.818 $ | +1.363.939 $ | +226,2 % | 602.879 $ | |||||
| Forthright Family Wealth Advisory LLC | 1.577.845 $ | -1.225.841 $ | -43,7 % | 2.803.686 $ | +1.580.771 $ | +129,3 % | 1.222.915 $ | -17.503 $ | -1,4 % | 1.240.418 $ | -1.481.864 $ | -54,4 % |
| Strait & Sound Wealth Management LLC | 2.802.868 $ | +820.172 $ | +41,4 % | 1.982.696 $ | -103.609 $ | -5,0 % | 2.086.305 $ | -19.587 $ | -0,9 % | 2.105.892 $ | +492.060 $ | +30,5 % |
| BancFirst Trust & Investment Management | 2.789.840 $ | +65.837 $ | +2,4 % | 2.724.003 $ | -28.424 $ | -1,0 % | 2.752.427 $ | +19.267 $ | +0,7 % | 2.733.160 $ | +130.453 $ | +5,0 % |
| Precision Wealth Strategies, LLC | 2.350.787 $ | +264.447 $ | +12,7 % | 2.086.340 $ | -317.690 $ | -13,2 % | 2.404.030 $ | -383.719 $ | -13,8 % | 2.787.749 $ | -225.737 $ | -7,5 % |
| Cardinal Point Capital Management ULC | 2.784.157 $ | +2.128.552 $ | +324,7 % | 655.605 $ | ||||||||
| GRANVILLE CAPITAL, INC. | 2.775.739 $ | +361.773 $ | +15,0 % | 2.413.966 $ | +87.560 $ | +3,8 % | 2.326.406 $ | |||||
| Conrad Siegel Investment Advisors, Inc. | 2.773.001 $ | +435.967 $ | +18,7 % | 2.337.034 $ | +675.297 $ | +40,6 % | 1.661.737 $ | +130.498 $ | +8,5 % | 1.531.239 $ | +122.350 $ | +8,7 % |
| CHIRON CAPITAL MANAGEMENT, LLC | 2.765.770 $ | +830.371 $ | +42,9 % | 1.935.399 $ | -267.937 $ | -12,2 % | 2.203.336 $ | +338.383 $ | +18,1 % | |||
| Integrated Wealth Management | 1.854.993 $ | -200.170 $ | -9,7 % | 2.055.163 $ | -707.265 $ | -25,6 % | 2.762.428 $ | |||||
| Ethic Inc. | 2.761.261 $ | +2.252.714 $ | +443,0 % | 508.547 $ | +290.687 $ | +133,4 % | 217.860 $ | |||||
| Berman McAleer LLC | 2.758.395 $ | +434.892 $ | +18,7 % | 2.323.503 $ | +43.544 $ | +1,9 % | 2.279.959 $ | +40.459 $ | +1,8 % | 2.239.500 $ | ||
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2.755.010 $ | +595.410 $ | +27,6 % | 2.159.600 $ | +144.613 $ | +7,2 % | 2.014.987 $ | +456.836 $ | +29,3 % | 1.558.151 $ | +145.945 $ | +10,3 % |
| CONTINUUM WEALTH ADVISORS, LLC | 320.715 $ | -353.107 $ | -52,4 % | 673.822 $ | -257.692 $ | -27,7 % | 931.514 $ | -1.823.445 $ | -66,2 % | 2.754.959 $ | +271.569 $ | +10,9 % |
| Tandem Financial, LLC | 1.224.656 $ | -13.193 $ | -1,1 % | 1.237.849 $ | -1.158.004 $ | -48,3 % | 2.395.853 $ | -356.891 $ | -13,0 % | 2.752.744 $ | -191.026 $ | -6,5 % |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.448.341 $ | -301.132 $ | -11,0 % | 2.749.473 $ | +694.688 $ | +33,8 % | 2.054.785 $ | -151.939 $ | -6,9 % | 2.206.724 $ | +1.411.579 $ | +177,5 % |
| CSM Advisors, LLC | 2.740.000 $ | +258.000 $ | +10,4 % | 2.482.000 $ | -267.000 $ | -9,7 % | 2.749.000 $ | +163.000 $ | +6,3 % | 2.586.000 $ | +1.270.000 $ | +96,5 % |
| Disciplined Investors, L.L.C. | 2.748.189 $ | +1.004.533 $ | +57,6 % | 1.743.656 $ | +3.246 $ | +0,2 % | 1.740.410 $ | +40.815 $ | +2,4 % | 1.699.595 $ | +47.076 $ | +2,8 % |
| IMS Capital Management | 2.745.474 $ | -10.014 $ | -0,4 % | |||||||||
| Capital Asset Managemnet, LLC | 2.443.132 $ | -301.258 $ | -11,0 % | 2.744.390 $ | ||||||||
| ADVISORTRUST PARTNERS, LLC | 2.741.588 $ | +682.478 $ | +33,1 % | 2.059.110 $ | +882.721 $ | +75,0 % | 1.176.389 $ | |||||
| Stonebridge Financial Group, LLC / MO | 2.739.434 $ | +174.335 $ | +6,8 % | 2.565.099 $ | +401.130 $ | +18,5 % | 2.163.969 $ | |||||
| RED REEF ADVISORS LLC | 2.735.204 $ | +297.731 $ | +12,2 % | 2.437.473 $ | +65.137 $ | +2,7 % | 2.372.336 $ | |||||
| WASHINGTON TRUST BANK | 2.728.814 $ | +118.102 $ | +4,5 % | 2.610.712 $ | +256.898 $ | +10,9 % | 2.353.814 $ | -88.228 $ | -3,6 % | 2.442.042 $ | +327.630 $ | +15,5 % |
| Parker Investment Management, LLC | 227.666 $ | -803.062 $ | -77,9 % | 1.030.728 $ | -1.696.270 $ | -62,2 % | 2.726.998 $ | -13.169.287 $ | -82,8 % | |||
| PARTNERS WEALTH MANAGEMENT, LLC | 2.724.068 $ | +83.888 $ | +3,2 % | 2.640.180 $ | +208.944 $ | +8,6 % | 2.431.236 $ | -14.922 $ | -0,6 % | 2.446.158 $ | +111.513 $ | +4,8 % |
| ArchPoint Investors | 2.691.837 $ | -29.854 $ | -1,1 % | 2.721.691 $ | -215.342 $ | -7,3 % | ||||||
| CapWealth Advisors, LLC | 2.610.570 $ | +236.841 $ | +10,0 % | 2.373.729 $ | -308.598 $ | -11,5 % | 2.682.327 $ | -36.111 $ | -1,3 % | 2.718.438 $ | -126.941 $ | -4,5 % |
| Fulcrum Equity Management | 2.716.520 $ | +2.365.562 $ | +674,0 % | 350.958 $ | -826.016 $ | -70,2 % | 1.176.974 $ | -788.194 $ | -40,1 % | 1.965.168 $ | -174.463 $ | -8,2 % |
| Montecito Bank & Trust | 2.710.350 $ | +308.262 $ | +12,8 % | 2.402.088 $ | +5.229 $ | +0,2 % | 2.396.859 $ | -137.642 $ | -5,4 % | 2.534.501 $ | ||
| LOCKERMAN FINANCIAL GROUP, INC. | 2.706.771 $ | +179.543 $ | +7,1 % | 2.527.228 $ | +260.858 $ | +11,5 % | 2.266.370 $ | +476.554 $ | +26,6 % | |||
| Upper Left Wealth Management, LLC | 2.706.235 $ | +515.378 $ | +23,5 % | 2.190.857 $ | +90.529 $ | +4,3 % | 2.100.328 $ | -28.717 $ | -1,3 % | 2.129.045 $ | +131.801 $ | +6,6 % |
| AMG Asset Management Group, Inc. | 2.704.008 $ | +409.463 $ | +17,8 % | 2.294.545 $ | ||||||||
| WESPAC Advisors, LLC | 980.398 $ | +88.777 $ | +10,0 % | 891.621 $ | -88.939 $ | -9,1 % | 980.560 $ | -1.723.342 $ | -63,7 % | 2.703.902 $ | +1.545.224 $ | +133,4 % |
| Shore Point Advisors, LLC | 2.168.503 $ | -129.608 $ | -5,6 % | 2.298.111 $ | -38.115 $ | -1,6 % | 2.336.226 $ | -362.156 $ | -13,4 % | 2.698.382 $ | +1.135.031 $ | +72,6 % |
| Bravias Capital Group, LLC | 2.694.033 $ | +37.268 $ | +1,4 % | 2.656.765 $ | +19.649 $ | +0,7 % | 2.637.116 $ | +543.547 $ | +26,0 % | 2.093.569 $ | -1.330.520 $ | -38,9 % |
| Horizon Investment Services, LLC | 2.693.415 $ | +837.522 $ | +45,1 % | 1.855.893 $ | -49.043 $ | -2,6 % | 1.904.936 $ | +15.952 $ | +0,8 % | 1.888.984 $ | +160.483 $ | +9,3 % |
| Wealthstream Advisors, Inc. | 2.682.942 $ | +239.723 $ | +9,8 % | |||||||||
| JMG Financial Group, Ltd. | 2.120.655 $ | -542.742 $ | -20,4 % | 2.663.397 $ | +170.023 $ | +6,8 % | 2.493.374 $ | -106.944 $ | -4,1 % | 2.600.318 $ | +538.297 $ | +26,1 % |
| Global Endowment Management, LP | 2.652.000 $ | +550.000 $ | +26,2 % | 2.102.000 $ | +172.000 $ | +8,9 % | 1.930.000 $ | -40.888 $ | -2,1 % | 1.970.888 $ | +191.750 $ | +10,8 % |
| Tenon Financial LLC | 2.644.354 $ | +41.294 $ | +1,6 % | |||||||||
| Badgley Phelps Wealth Managers, LLC | 2.641.408 $ | +199.307 $ | +8,2 % | 2.442.101 $ | +621 $ | +0,0 % | 2.441.480 $ | +199.778 $ | +8,9 % | 2.241.702 $ | -1.272.046 $ | -36,2 % |
| Corsicana & Co. | 2.640.694 $ | +960.770 $ | +57,2 % | 1.679.924 $ | -331.164 $ | -16,5 % | 2.011.088 $ | -23.665 $ | -1,2 % | 2.034.753 $ | ||
| Clarendon Private LLC | 2.635.724 $ | +1.069.882 $ | +68,3 % | 1.565.842 $ | +1.319.413 $ | +535,4 % | 246.429 $ | +2.544 $ | +1,0 % | 243.885 $ | +13.229 $ | +5,7 % |
| Pines Wealth Management, LLC | 2.633.564 $ | +437.177 $ | +19,9 % | 2.196.387 $ | -138.431 $ | -5,9 % | 2.334.818 $ | +62.738 $ | +2,8 % | 2.272.080 $ | +149.787 $ | +7,1 % |
| RESOLUTE CAPITAL, LLC | 2.630.788 $ | +471.239 $ | +21,8 % | 2.159.549 $ | +292.361 $ | +15,7 % | 1.867.188 $ | |||||
| Hills Bank & Trust Co | 2.629.312 $ | +1.369.996 $ | +108,8 % | 1.259.316 $ | +101.337 $ | +8,8 % | 1.157.979 $ | -997.097 $ | -46,3 % | 2.155.076 $ | -272.459 $ | -11,2 % |
| Financial Advisory Corp | 2.624.363 $ | +167.964 $ | +6,8 % | 2.456.399 $ | -11.170 $ | -0,5 % | 2.467.569 $ | +226.898 $ | +10,1 % | 2.240.671 $ | +159.876 $ | +7,7 % |
| TICINO WEALTH | 2.622.276 $ | +1.213.666 $ | +86,2 % | 1.408.610 $ | +195.672 $ | +16,1 % | 1.212.938 $ | |||||
| Compass Advisory Group LLC | 2.621.624 $ | +127.219 $ | +5,1 % | 2.494.405 $ | +105.088 $ | +4,4 % | 2.389.317 $ | +47.890 $ | +2,0 % | 2.341.427 $ | +89.026 $ | +4,0 % |
| Touchstone Capital, Inc. | 2.610.224 $ | |||||||||||
| NAPLES GLOBAL ADVISORS, LLC | 2.610.153 $ | +983.950 $ | +60,5 % | 1.626.203 $ | +66.723 $ | +4,3 % | 1.559.480 $ | +142.138 $ | +10,0 % | 1.417.342 $ | +343.269 $ | +32,0 % |
| Wela Strategies, Inc. | 2.606.696 $ | +125.428 $ | +5,1 % | |||||||||
| Michels Family Financial, LLC | 2.604.843 $ | +328.181 $ | +14,4 % | 2.276.662 $ | +108.316 $ | +5,0 % | 2.168.346 $ | +343.228 $ | +18,8 % | 1.825.118 $ | +46.447 $ | +2,6 % |
| ANGELES WEALTH MANAGEMENT, LLC | 2.595.016 $ | +1.006.265 $ | +63,3 % | 1.588.751 $ | -72.594 $ | -4,4 % | 1.661.345 $ | +259.274 $ | +18,5 % | 1.402.071 $ | -705.724 $ | -33,5 % |
| DAHRING | CUSMANO LLC | 807.239 $ | +82.692 $ | +11,4 % | 724.547 $ | -1.303.383 $ | -64,3 % | 2.027.930 $ | -566.433 $ | -21,8 % | 2.594.363 $ | -11.930 $ | -0,5 % |
| Vermillion & White Wealth Management Group, LLC | 2.159.793 $ | +786.222 $ | +57,2 % | 1.373.571 $ | -673.305 $ | -32,9 % | 2.046.876 $ | -537.503 $ | -20,8 % | 2.584.379 $ | +84.212 $ | +3,4 % |
| RM Financial Services, LLC | 2.579.016 $ | +242.003 $ | +10,4 % | 2.337.013 $ | +252.786 $ | +12,1 % | 2.084.227 $ | |||||
| Hurley Capital, LLC | 2.576.015 $ | +379.680 $ | +17,3 % | 2.196.335 $ | +446.226 $ | +25,5 % | 1.750.109 $ | +105.840 $ | +6,4 % | 1.644.269 $ | +86.656 $ | +5,6 % |
| FORTRESS PRIVATE LEDGER, LLC | 2.575.208 $ | +675.486 $ | +35,6 % | 1.899.722 $ | +1.417.262 $ | +293,8 % | 482.460 $ | -361.596 $ | -42,8 % | 844.056 $ | -433.469 $ | -33,9 % |
| Aspire Growth Partners LLC | 2.574.463 $ | +455.774 $ | +21,5 % | 2.118.689 $ | -30.645 $ | -1,4 % | 2.149.334 $ | +59.059 $ | +2,8 % | 2.090.275 $ | +127.979 $ | +6,5 % |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.574.114 $ | +872.516 $ | +51,3 % | 1.701.598 $ | +299.659 $ | +21,4 % | 1.401.939 $ | -178.263 $ | -11,3 % | |||
| Garde Capital, Inc. | 2.571.033 $ | +343.218 $ | +15,4 % | 2.227.815 $ | +352.111 $ | +18,8 % | 1.875.704 $ | -97.445 $ | -4,9 % | 1.973.149 $ | -14.115 $ | -0,7 % |
| Alpha Advisors, LLC/VA | 2.569.585 $ | +329.437 $ | +14,7 % | 2.240.148 $ | +54.423 $ | +2,5 % | 2.185.725 $ | -38.902 $ | -1,7 % | 2.224.627 $ | +1.316.267 $ | +144,9 % |
| Strong Retirement Solutions LLC | 1.893.025 $ | -674.526 $ | -26,3 % | 2.567.551 $ | +997.993 $ | +63,6 % | 1.569.558 $ | |||||
| Elevate Capital Advisors, LLC | 2.567.493 $ | +342.274 $ | +15,4 % | 2.225.219 $ | +1.222.583 $ | +121,9 % | 1.002.636 $ | +389.401 $ | +63,5 % | 613.235 $ | ||
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2.559.202 $ | +199.043 $ | +8,4 % | 2.360.159 $ | +1.151.851 $ | +95,3 % | 1.208.308 $ | -174.148 $ | -12,6 % | 1.382.456 $ | +176.405 $ | +14,6 % |
| Opulen Financial Group LLC | 1.056.827 $ | +25.986 $ | +2,5 % | 1.030.841 $ | -1.125 $ | -0,1 % | 1.031.966 $ | -1.527.014 $ | -59,7 % | 2.558.980 $ | +21.211 $ | +0,8 % |
| Cove Private Wealth, LLC | 2.558.182 $ | +811.433 $ | +46,5 % | 1.746.749 $ | +208.218 $ | +13,5 % | 1.538.531 $ | +29.754 $ | +2,0 % | 1.508.777 $ | +125.806 $ | +9,1 % |
| Platt Wealth Management LLC | 2.557.000 $ | +576.000 $ | +29,1 % | 1.981.000 $ | +623.000 $ | +45,9 % | 1.358.000 $ | |||||
| Van Cleef Asset Management,Inc | 2.556.857 $ | +278.682 $ | +12,2 % | 2.278.175 $ | +50.369 $ | +2,3 % | 2.227.806 $ | -260.842 $ | -10,5 % | 2.488.648 $ | +418.093 $ | +20,2 % |
| Clear Retirement Advice LLC | 2.555.590 $ | +367.188 $ | +16,8 % | 2.188.402 $ | -71.356 $ | -3,2 % | 2.259.758 $ | |||||
| Cogent Private Wealth, Inc. | 1.255.996 $ | +180.214 $ | +16,8 % | 1.075.782 $ | -1.479.695 $ | -57,9 % | 2.555.477 $ | |||||
| RHS Financial, LLC | 2.553.952 $ | +644.078 $ | +33,7 % | 1.909.874 $ | +504.915 $ | +35,9 % | 1.404.959 $ | +518.612 $ | +58,5 % | 886.347 $ | -107.071 $ | -10,8 % |
| Florin Court Capital LLP | 2.552.255 $ | +1.457.446 $ | +133,1 % | |||||||||
| Farrow Financial, Inc. | 2.526.846 $ | +147.121 $ | +6,2 % | 2.379.725 $ | -87.816 $ | -3,6 % | 2.467.541 $ | -78.310 $ | -3,1 % | 2.545.851 $ | +106.582 $ | +4,4 % |
| Bull Harbor Capital LLC | 2.544.929 $ | +523.383 $ | +25,9 % | 2.021.546 $ | ||||||||
| Milestone Asset Management Group, LLC | 2.539.497 $ | +179.143 $ | +7,6 % | 2.360.354 $ | +48.563 $ | +2,1 % | 2.311.791 $ | +861.411 $ | +59,4 % | 1.450.380 $ | +359.534 $ | +33,0 % |
| Finward Bancorp | 2.146.564 $ | -211.220 $ | -9,0 % | 2.357.784 $ | -83.815 $ | -3,4 % | 2.441.599 $ | -95.683 $ | -3,8 % | 2.537.282 $ | -208.504 $ | -7,6 % |
| Allied Private Wealth LLC | 2.534.755 $ | |||||||||||
| Peak Asset Management, LLC | 2.202.488 $ | -328.916 $ | -13,0 % | 2.531.404 $ | +871.133 $ | +52,5 % | 1.660.271 $ | |||||
| 9823 Capital, L.P. | 2.528.607 $ | +420.269 $ | +19,9 % | 2.108.338 $ | ||||||||
| Fortitude Financial, LLC | 394.268 $ | -105.280 $ | -21,1 % | 499.548 $ | -1.338.921 $ | -72,8 % | 1.838.469 $ | -688.169 $ | -27,2 % | 2.526.638 $ | +70.098 $ | +2,9 % |
| Evercore Wealth Management, LLC | 2.198.060 $ | +133.179 $ | +6,4 % | 2.064.881 $ | -404.760 $ | -16,4 % | 2.469.641 $ | -52.919 $ | -2,1 % | 2.522.560 $ | +94.721 $ | +3,9 % |
| Human Investing LLC | 2.519.844 $ | +219.685 $ | +9,6 % | 2.300.159 $ | +36.649 $ | +1,6 % | 2.263.510 $ | +200.505 $ | +9,7 % | 2.063.005 $ | +112.548 $ | +5,8 % |
| TEXAS CAPITAL BANCSHARES INC/TX | 2.519.601 $ | +1.790.958 $ | +245,8 % | |||||||||
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2.518.548 $ | +180.260 $ | +7,7 % | 2.338.288 $ | +164.652 $ | +7,6 % | 2.173.636 $ | +64.827 $ | +3,1 % | 2.108.809 $ | -142.917 $ | -6,3 % |
| Bond & Devick Financial Network, Inc. | 2.515.367 $ | +214.194 $ | +9,3 % | 2.301.173 $ | -6.438 $ | -0,3 % | 2.307.611 $ | +84.998 $ | +3,8 % | 2.222.613 $ | +133.642 $ | +6,4 % |
| Legacy Advisors, LLC | 2.512.656 $ | +1.081.828 $ | +75,6 % | 1.430.828 $ | +62.211 $ | +4,5 % | 1.368.617 $ | +269.267 $ | +24,5 % | 1.099.350 $ | ||
| AUCTUS ADVISORS LLC | 2.508.518 $ | +1.454.420 $ | +138,0 % | 1.054.098 $ | ||||||||
| Vested Financial Planning, LLC | 2.504.312 $ | +308.537 $ | +14,1 % | 2.195.775 $ | +198.193 $ | +9,9 % | 1.997.582 $ | +123.953 $ | +6,6 % | 1.873.629 $ | +163.804 $ | +9,6 % |
| POLEN CAPITAL MANAGEMENT LLC | 1.050.141 $ | -424.393 $ | -28,8 % | 1.474.534 $ | -792.127 $ | -34,9 % | 2.266.661 $ | -235.291 $ | -9,4 % | 2.501.952 $ | -1.043.670 $ | -29,4 % |
| Essential Investment Partners LLC | 1.701.797 $ | -70.812 $ | -4,0 % | 1.772.609 $ | -729.202 $ | -29,1 % | 2.501.811 $ | |||||
| Canandaigua National Trust Co of Florida | 482.042 $ | -2.019.079 $ | -80,7 % | 2.501.121 $ | +2.028.870 $ | +429,6 % | 472.251 $ | -459.895 $ | -49,3 % | |||
| Hyposwiss Advisors SA | 2.493.641 $ | +420.504 $ | +20,3 % | 2.073.137 $ | +336.413 $ | +19,4 % | 1.736.724 $ | |||||
| Davidson Kahn Capital Management, LLC | 2.493.533 $ | +522.305 $ | +26,5 % | 1.971.228 $ | ||||||||
| Wallace Advisory Group, LLC | 619.289 $ | +107.735 $ | +21,1 % | 511.554 $ | -1.978.692 $ | -79,5 % | 2.490.246 $ | +74.838 $ | +3,1 % | 2.415.408 $ | -79.214 $ | -3,2 % |
| BFI Wealth Solutions, LLC | 2.487.185 $ | +345.117 $ | +16,1 % | 2.142.068 $ | +34.196 $ | +1,6 % | 2.107.872 $ | |||||
| CDKV HOLDINGS LLC | 1.551.981 $ | -405.050 $ | -20,7 % | 1.957.031 $ | -528.311 $ | -21,3 % | 2.485.342 $ | |||||
| Boyd Wealth Management, LLC | 2.470.040 $ | +390.304 $ | +18,8 % | 2.079.736 $ | +75.841 $ | +3,8 % | 2.003.895 $ | +70.264 $ | +3,6 % | 1.933.631 $ | +168.929 $ | +9,6 % |
| Providence Capital Advisors, LLC | 2.463.759 $ | +625.481 $ | +34,0 % | 1.838.278 $ | +130.952 $ | +7,7 % | 1.707.326 $ | +75.127 $ | +4,6 % | 1.632.199 $ | +188.950 $ | +13,1 % |
| KOM Wealth Management Group, LLC | 2.463.441 $ | +398.325 $ | +19,3 % | 2.065.116 $ | +202.354 $ | +10,9 % | 1.862.762 $ | +132.006 $ | +7,6 % | 1.730.756 $ | -144.583 $ | -7,7 % |
| Everstar Asset Management, LLC | 1.257.806 $ | -1.202.586 $ | -48,9 % | 2.460.392 $ | +215.359 $ | +9,6 % | 2.245.033 $ | +1.327.530 $ | +144,7 % | 917.503 $ | +119.496 $ | +15,0 % |
| BLVD Private Wealth, LLC | 2.445.637 $ | +241.329 $ | +10,9 % | 2.204.308 $ | +1.213.677 $ | +122,5 % | 990.631 $ | -284.475 $ | -22,3 % | 1.275.106 $ | -87.625 $ | -6,4 % |
| RAINIER FAMILY WEALTH INC | 823.081 $ | +72.393 $ | +9,6 % | 750.688 $ | -1.687.398 $ | -69,2 % | 2.438.086 $ | +412.021 $ | +20,3 % | 2.026.065 $ | +203.643 $ | +11,2 % |
| DEARBORN PARTNERS LLC | 2.435.262 $ | +225.426 $ | +10,2 % | 2.209.836 $ | +186.809 $ | +9,2 % | 2.023.027 $ | +276.845 $ | +15,9 % | 1.746.182 $ | -58.621 $ | -3,2 % |
| OPPENHEIMER ASSET MANAGEMENT INC. | 2.153.761 $ | +357.451 $ | +19,9 % | 1.796.310 $ | -349.308 $ | -16,3 % | 2.145.618 $ | -287.369 $ | -11,8 % | 2.432.987 $ | +31.625 $ | +1,3 % |
| Guardian Asset Advisors, LLC | 2.332.132 $ | -99.818 $ | -4,1 % | 2.431.950 $ | +57.804 $ | +2,4 % | 2.374.146 $ | +39.473 $ | +1,7 % | 2.334.673 $ | +23.207 $ | +1,0 % |
| Bensler, LLC | 2.429.038 $ | +1.029.482 $ | +73,6 % | 1.399.556 $ | +90.226 $ | +6,9 % | 1.309.330 $ | +378.617 $ | +40,7 % | 930.713 $ | +359.461 $ | +62,9 % |
| Hilltop Partners LLC | 2.427.305 $ | +1.270.754 $ | +109,9 % | 1.156.551 $ | -8.915 $ | -0,8 % | 1.165.466 $ | -31.225 $ | -2,6 % | 1.196.691 $ | -93.163 $ | -7,2 % |
| VANGUARD GROUP INC | 2.425.497 $ | +148.729 $ | +6,5 % | 2.276.768 $ | +724.111 $ | +46,6 % | ||||||
| Calamos Advisors LLC | 2.423.955 $ | |||||||||||
| Level Wealth Management LLC | 2.423.812 $ | +721.628 $ | +42,4 % | 1.702.184 $ | +721.086 $ | +73,5 % | 981.098 $ | -235.591 $ | -19,4 % | 1.216.689 $ | +53.858 $ | +4,6 % |
| Aviance Capital Partners, LLC | 2.338.815 $ | -81.968 $ | -3,4 % | 2.420.783 $ | +149.530 $ | +6,6 % | 2.271.253 $ | +150.246 $ | +7,1 % | 2.121.007 $ | +62.157 $ | +3,0 % |
| Fortitude Advisory Group L.L.C. | 2.416.769 $ | +1.372.152 $ | +131,4 % | 1.044.617 $ | +390.765 $ | +59,8 % | 653.852 $ | +206.415 $ | +46,1 % | 447.437 $ | -193.913 $ | -30,2 % |
| Aegis Wealth Management, Inc. | 2.413.657 $ | +907.296 $ | +60,2 % | 1.506.361 $ | +163.612 $ | +12,2 % | 1.342.749 $ | |||||
| Long Island Wealth Management, Inc. | 2.411.911 $ | +259.526 $ | +12,1 % | 2.152.385 $ | -41.648 $ | -1,9 % | 2.194.033 $ | +65.545 $ | +3,1 % | 2.128.488 $ | +75.960 $ | +3,7 % |
| Linscomb Wealth, Inc. | 2.408.944 $ | +897.362 $ | +59,4 % | 1.511.582 $ | +1.137.380 $ | +303,9 % | 374.202 $ | -478 $ | -0,1 % | 374.680 $ | -8.297 $ | -2,2 % |
| New Insight Wealth Advisors | 2.408.652 $ | +473.272 $ | +24,5 % | 1.935.380 $ | +422.461 $ | +27,9 % | 1.512.919 $ | +587.723 $ | +63,5 % | 925.196 $ | +665.562 $ | +256,3 % |
| Capital Square, LLC | 2.405.240 $ | +149.790 $ | +6,6 % | 2.255.450 $ | +233.156 $ | +11,5 % | 2.022.294 $ | +185.808 $ | +10,1 % | 1.836.486 $ | +198.767 $ | +12,1 % |
| Gainplan LLC | 2.399.996 $ | -79.370 $ | -3,2 % | |||||||||
| Coastline Trust Co | 2.399.031 $ | +1.461.718 $ | +155,9 % | 937.313 $ | +219.737 $ | +30,6 % | 717.576 $ | +514.980 $ | +254,2 % | 202.596 $ | -797.134 $ | -79,7 % |
| Millennium Capital Advisors, LLC | 2.110.246 $ | -244.757 $ | -10,4 % | 2.355.003 $ | -42.844 $ | -1,8 % | 2.397.847 $ | +18.381 $ | +0,8 % | 2.379.466 $ | +186.918 $ | +8,5 % |
| Jordan Park Trust Co LLC | 2.316.041 $ | +188.038 $ | +8,8 % | 2.128.003 $ | +77.188 $ | +3,8 % | 2.050.815 $ | -345.310 $ | -14,4 % | 2.396.125 $ | +214.094 $ | +9,8 % |
| RPS ADVISORY SOLUTIONS LLC | 1.399.180 $ | +506.949 $ | +56,8 % | 892.231 $ | -907.325 $ | -50,4 % | 1.799.556 $ | -596.300 $ | -24,9 % | 2.395.856 $ | -214.250 $ | -8,2 % |
| Clayton Financial Group LLC | 2.387.995 $ | +414.586 $ | +21,0 % | 1.973.409 $ | +3.983 $ | +0,2 % | 1.969.426 $ | +153.213 $ | +8,4 % | 1.816.213 $ | +437.720 $ | +31,8 % |
| Hudson Oak Wealth Advisory LLC | 2.384.632 $ | +201.387 $ | +9,2 % | 2.183.245 $ | +79.192 $ | +3,8 % | 2.104.053 $ | |||||
| G2 CAPITAL MANAGEMENT, LLC / OH | 2.378.023 $ | +26.411 $ | +1,1 % | |||||||||
| Vann Equity Management LLC | 2.374.838 $ | +345.608 $ | +17,0 % | 2.029.230 $ | ||||||||
| Cornerstone Wealth, LLC/TN | 2.371.332 $ | +23.041 $ | +1,0 % | 2.348.291 $ | ||||||||
| Capstone Wealth Management, Inc. | 2.149.046 $ | -221.633 $ | -9,3 % | 2.370.679 $ | +897.687 $ | +60,9 % | 1.472.992 $ | |||||
| Marshall & Sterling Wealth Advisors Inc. | 407.501 $ | -356.988 $ | -46,7 % | 764.489 $ | -698.204 $ | -47,7 % | 1.462.693 $ | -902.931 $ | -38,2 % | 2.365.624 $ | -4.444.480 $ | -65,3 % |
| REICON WEALTH ADVISORS, LLC | 2.033.203 $ | +159.051 $ | +8,5 % | 1.874.152 $ | -487.629 $ | -20,6 % | 2.361.781 $ | |||||
| GABLES CAPITAL MANAGEMENT INC. | 2.359.979 $ | +170.426 $ | +7,8 % | 2.189.553 $ | +45.311 $ | +2,1 % | 2.144.242 $ | +45.356 $ | +2,2 % | 2.098.886 $ | +200.905 $ | +10,6 % |
| Virtue Capital Management, LLC | 1.240.334 $ | +415.855 $ | +50,4 % | 824.479 $ | -424.017 $ | -34,0 % | 1.248.496 $ | -1.107.785 $ | -47,0 % | 2.356.281 $ | +1.733.422 $ | +278,3 % |
| Trivant Custom Portfolio Group, LLC | 2.349.179 $ | +229.061 $ | +10,8 % | 2.120.118 $ | +167.681 $ | +8,6 % | 1.952.437 $ | -14.299 $ | -0,7 % | 1.966.736 $ | +166.454 $ | +9,2 % |
| Strategic Advisors LLC | 2.342.979 $ | +338.228 $ | +16,9 % | 2.004.751 $ | +179.765 $ | +9,9 % | 1.824.986 $ | +370.014 $ | +25,4 % | 1.454.972 $ | +259.846 $ | +21,7 % |
| ELCO Management Co., LLC | 1.411.378 $ | -858.214 $ | -37,8 % | 2.269.592 $ | -51.483 $ | -2,2 % | 2.321.075 $ | -17.707 $ | -0,8 % | 2.338.782 $ | +57.377 $ | +2,5 % |
| Ariadne Wealth Management, LP | 833.949 $ | -458.554 $ | -35,5 % | 1.292.503 $ | -1.032.405 $ | -44,4 % | 2.324.908 $ | +20.218 $ | +0,9 % | 2.304.690 $ | +10.089 $ | +0,4 % |
| Olde Wealth Management, LLC | 1.720.000 $ | -9.000 $ | -0,5 % | 1.729.000 $ | -357.000 $ | -17,1 % | 2.086.000 $ | -237.000 $ | -10,2 % | 2.323.000 $ | ||
| Breakwater Capital Group | 2.311.981 $ | +337.914 $ | +17,1 % | 1.974.067 $ | +46.316 $ | +2,4 % | 1.927.751 $ | -202.646 $ | -9,5 % | 2.130.397 $ | +167.974 $ | +8,6 % |
| Obermeyer Wealth Partners | 1.847.426 $ | -30.759 $ | -1,6 % | 1.878.185 $ | +22.701 $ | +1,2 % | 1.855.484 $ | -455.408 $ | -19,7 % | 2.310.892 $ | +348.022 $ | +17,7 % |
| Asempa Wealth Advisors | 2.308.170 $ | +558.658 $ | +31,9 % | 1.749.512 $ | -53.437 $ | -3,0 % | 1.802.949 $ | |||||
| REGIMEN WEALTH, LLC | 2.299.594 $ | +327.732 $ | +16,6 % | 1.971.862 $ | -151.004 $ | -7,1 % | 2.122.866 $ | +145.956 $ | +7,4 % | 1.976.910 $ | +155.457 $ | +8,5 % |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 1.437.364 $ | -166.168 $ | -10,4 % | 1.603.532 $ | -691.225 $ | -30,1 % | 2.294.757 $ | |||||
| WBI INVESTMENTS, LLC | 2.293.376 $ | +788.001 $ | +52,3 % | 1.505.375 $ | -236.532 $ | -13,6 % | 1.741.907 $ | +344.572 $ | +24,7 % | 1.397.335 $ | +408.883 $ | +41,4 % |
| MORRIS FINANCIAL CONCEPTS, INC. | 2.289.101 $ | +298.406 $ | +15,0 % | 1.990.695 $ | +182.503 $ | +10,1 % | 1.808.192 $ | -161.872 $ | -8,2 % | 1.970.064 $ | +202.041 $ | +11,4 % |
| Authentikos Wealth Advisory, LLC | 1.861.330 $ | -154.011 $ | -7,6 % | 2.015.341 $ | -69.271 $ | -3,3 % | 2.084.612 $ | -203.210 $ | -8,9 % | 2.287.822 $ | -38.593 $ | -1,7 % |
| Aventus Investment Advisors, Inc. | 2.287.627 $ | |||||||||||
| Segment Wealth Management, LLC | 1.075.418 $ | -1.210.984 $ | -53,0 % | 2.286.402 $ | ||||||||
| PCG ASSET MANAGEMENT, LLC | 2.286.166 $ | +15.304 $ | +0,7 % | 2.270.862 $ | +131.527 $ | +6,1 % | 2.139.335 $ | -12.182 $ | -0,6 % | 2.151.517 $ | +324.216 $ | +17,7 % |
| Carter Financial Group, INC. | 2.280.555 $ | +116.216 $ | +5,4 % | 2.164.339 $ | -27.908 $ | -1,3 % | 2.192.247 $ | +35.293 $ | +1,6 % | 2.156.954 $ | +6.561 $ | +0,3 % |
| Unify Financial Advisors | 2.280.502 $ | +301.764 $ | +15,3 % | 1.978.738 $ | +288.827 $ | +17,1 % | 1.689.911 $ | |||||
| Carnegie Lake Advisors LLC | 2.278.488 $ | +255.743 $ | +12,6 % | 2.022.745 $ | -96.011 $ | -4,5 % | 2.118.756 $ | +10.545 $ | +0,5 % | 2.108.211 $ | +286.211 $ | +15,7 % |
| Joel Adams & Associates, Inc. | 2.274.789 $ | +277.316 $ | +13,9 % | 1.997.473 $ | -176.245 $ | -8,1 % | 2.173.718 $ | +67.473 $ | +3,2 % | 2.106.245 $ | +120.901 $ | +6,1 % |
| Aletheian Wealth Advisors LLC | 2.267.734 $ | +265.539 $ | +13,3 % | 2.002.195 $ | -7.995 $ | -0,4 % | 2.010.190 $ | +104.953 $ | +5,5 % | |||
| Axis Wealth Partners, LLC | 2.208.289 $ | +204.556 $ | +10,2 % | 2.003.733 $ | +129.159 $ | +6,9 % | 1.874.574 $ | -392.314 $ | -17,3 % | 2.266.888 $ | +327.298 $ | +16,9 % |
| Fiscal Wisdom Wealth Management, LLC | 2.262.306 $ | +536.667 $ | +31,1 % | 1.725.639 $ | +108.638 $ | +6,7 % | 1.617.001 $ | +230.123 $ | +16,6 % | 1.386.878 $ | ||
| TriaGen Wealth Management LLC | 1.814.126 $ | -143.219 $ | -7,3 % | 1.957.345 $ | -120.724 $ | -5,8 % | 2.078.069 $ | -184.167 $ | -8,1 % | 2.262.236 $ | +33.672 $ | +1,5 % |
| Optiver Holding B.V. | 2.261.929 $ | +1.659.917 $ | +275,7 % | 602.012 $ | -755.233 $ | -55,6 % | 1.357.245 $ | -3.890.998 $ | -74,1 % | |||
| Old Mission Investment Co LLC | 2.261.755 $ | |||||||||||
| FCA CORP /TX | 2.236.953 $ | +73.060 $ | +3,4 % | 2.163.893 $ | +226.854 $ | +11,7 % | 1.937.039 $ | -323.209 $ | -14,3 % | 2.260.248 $ | -1.606.310 $ | -41,5 % |
| Accelerate Investment Advisors LLC | 2.258.829 $ | +54.340 $ | +2,5 % | 2.204.489 $ | +147.696 $ | +7,2 % | 2.056.793 $ | +357.830 $ | +21,1 % | 1.698.963 $ | +231.345 $ | +15,8 % |
| BRADY FAMILY WEALTH, LLC | 2.257.708 $ | +447.324 $ | +24,7 % | 1.810.384 $ | +38.245 $ | +2,2 % | 1.772.139 $ | +199.036 $ | +12,7 % | 1.573.103 $ | +178.405 $ | +12,8 % |
| VISTA INVESTMENT PARTNERS LLC | 2.242.110 $ | +275.182 $ | +14,0 % | 1.966.928 $ | +169.353 $ | +9,4 % | 1.797.575 $ | -11.438 $ | -0,6 % | 1.809.013 $ | +203.855 $ | +12,7 % |
| Sensible Money, LLC | 2.194.586 $ | +379.728 $ | +20,9 % | 1.814.858 $ | +93.194 $ | +5,4 % | 1.721.664 $ | -519.142 $ | -23,2 % | 2.240.806 $ | +139.451 $ | +6,6 % |
| Evanson Asset Management, LLC | 1.422.801 $ | +44.796 $ | +3,3 % | 1.378.005 $ | -854.551 $ | -38,3 % | 2.232.556 $ | -103.441 $ | -4,4 % | |||
| MKD WEALTH COACHES, LLC | 2.232.220 $ | +331.611 $ | +17,4 % | 1.900.609 $ | -293.981 $ | -13,4 % | 2.194.590 $ | -13.175 $ | -0,6 % | 2.207.765 $ | +194.563 $ | +9,7 % |
| DUNCKER STREETT & CO INC | 2.229.882 $ | +2.087.898 $ | +1.470,5 % | 141.984 $ | +9.582 $ | +7,2 % | 132.402 $ | +217 $ | +0,2 % | 132.185 $ | +3.511 $ | +2,7 % |
| ROI Financial Advisors, LLC | 2.227.532 $ | +63.164 $ | +2,9 % | 2.164.368 $ | -1.264 $ | -0,1 % | 2.165.632 $ | +46.405 $ | +2,2 % | 2.119.227 $ | +657.490 $ | +45,0 % |
| Infinity Wealth Counsel, LLC | 2.227.154 $ | -1.100.754 $ | -33,1 % | |||||||||
| Two West Capital Advisors LLC | 2.221.735 $ | +30.464 $ | +1,4 % | 2.191.271 $ | +512.643 $ | +30,5 % | 1.678.628 $ | +449.163 $ | +36,5 % | 1.229.465 $ | +228.692 $ | +22,9 % |
| TRUST CO OF VERMONT | 2.216.550 $ | +687.461 $ | +45,0 % | 1.529.089 $ | -44.326 $ | -2,8 % | 1.573.415 $ | +187.267 $ | +13,5 % | |||
| Hanson & Doremus Investment Management | 2.213.000 $ | +971.000 $ | +78,2 % | 1.242.000 $ | +123.000 $ | +11,0 % | 1.119.000 $ | +42.000 $ | +3,9 % | 1.077.000 $ | +261.000 $ | +32,0 % |
| W ADVISORS, LLC | 2.028.171 $ | -180.394 $ | -8,2 % | 2.208.565 $ | +10.067 $ | +0,5 % | 2.198.498 $ | +498.949 $ | +29,4 % | 1.699.549 $ | +226.233 $ | +15,4 % |
| Basepoint Wealth LLC | 2.207.367 $ | +221.066 $ | +11,1 % | 1.986.301 $ | +42.301 $ | +2,2 % | 1.944.000 $ | +360.185 $ | +22,7 % | 1.583.815 $ | +135.160 $ | +9,3 % |
| SMITH SHELLNUT WILSON LLC /ADV | 2.202.621 $ | +785.204 $ | +55,4 % | 1.417.417 $ | -235.762 $ | -14,3 % | 1.653.179 $ | +298.639 $ | +22,0 % | 1.354.540 $ | +439.259 $ | +48,0 % |
| Northwest Capital Management Inc | 758.214 $ | -1.444.184 $ | -65,6 % | 2.202.398 $ | -602.435 $ | -21,5 % | ||||||
| Horizon Family Wealth, Inc. | 2.200.624 $ | +364.558 $ | +19,9 % | 1.836.066 $ | +616.060 $ | +50,5 % | 1.220.006 $ | +164.594 $ | +15,6 % | 1.055.412 $ | ||
| Wealth Management Associates, Inc. | 1.504.608 $ | -482.951 $ | -24,3 % | 1.987.559 $ | -187.469 $ | -8,6 % | 2.175.028 $ | -18.441 $ | -0,8 % | 2.193.469 $ | +115.033 $ | +5,5 % |
| Quest 10 Wealth Builders, Inc. | 2.192.694 $ | +377.628 $ | +20,8 % | 1.815.066 $ | +47.721 $ | +2,7 % | 1.767.345 $ | -334.525 $ | -15,9 % | 2.101.870 $ | +219.410 $ | +11,7 % |
| Baker Ellis Asset Management LLC | 1.900.440 $ | -27.541 $ | -1,4 % | 1.927.981 $ | -101.032 $ | -5,0 % | 2.029.013 $ | -162.351 $ | -7,4 % | 2.191.364 $ | +242.800 $ | +12,5 % |
| NTV ASSET MANAGEMENT LLC | 2.185.519 $ | +517.098 $ | +31,0 % | 1.668.421 $ | +283.160 $ | +20,4 % | 1.385.261 $ | +497.758 $ | +56,1 % | 887.503 $ | +19.568 $ | +2,3 % |
| Logan Stone Capital, LLC | 2.183.750 $ | |||||||||||
| Bay Rivers Group | 2.180.074 $ | +268.735 $ | +14,1 % | 1.911.339 $ | +748.034 $ | +64,3 % | 1.163.305 $ | +251.444 $ | +27,6 % | 911.861 $ | +97.198 $ | +11,9 % |
| Clearwave Capital, LLC | 2.010.439 $ | -81.697 $ | -3,9 % | 2.092.136 $ | -80.973 $ | -3,7 % | 2.173.109 $ | |||||
| JM2 Capital Inc. | 2.171.878 $ | +153.119 $ | +7,6 % | 2.018.759 $ | -62.292 $ | -3,0 % | 2.081.051 $ | |||||
| Code Waechter LLC | 2.171.086 $ | +12.215 $ | +0,6 % | 2.158.871 $ | +25.139 $ | +1,2 % | 2.133.732 $ | +33.350 $ | +1,6 % | 2.100.382 $ | -22.639 $ | -1,1 % |
| Bath Savings Trust Co | 2.170.329 $ | +773.600 $ | +55,4 % | 1.396.729 $ | +280.285 $ | +25,1 % | 1.116.444 $ | +716.134 $ | +178,9 % | 400.310 $ | ||
| URS Advisory LLC | 2.163.651 $ | +450.087 $ | +26,3 % | 1.713.564 $ | +103.865 $ | +6,5 % | 1.609.699 $ | |||||
| Keystone Global Partners, LLC | 2.156.491 $ | +711.759 $ | +49,3 % | 1.444.732 $ | +1.349.909 $ | +1.423,6 % | ||||||
| SELDON CAPITAL LP | 2.155.414 $ | +340.589 $ | +18,8 % | 1.814.825 $ | +65.828 $ | +3,8 % | 1.748.997 $ | +33.825 $ | +2,0 % | 1.715.172 $ | +153.251 $ | +9,8 % |
| Birchwood Financial Partners, Inc. | 2.152.118 $ | +734.900 $ | +51,9 % | 1.417.218 $ | +161.649 $ | +12,9 % | 1.255.569 $ | |||||
| Stark Wealth Management LLC | 2.150.179 $ | +1.901.334 $ | +764,1 % | 248.845 $ | +9.325 $ | +3,9 % | ||||||
| Plante Moran Financial Advisors, LLC | 2.148.524 $ | +912.298 $ | +73,8 % | 1.236.226 $ | +201.526 $ | +19,5 % | 1.034.700 $ | -139.308 $ | -11,9 % | 1.174.008 $ | +168.367 $ | +16,7 % |
| Ascent Capital Management, LLC | 2.144.610 $ | +135.534 $ | +6,7 % | |||||||||
| CogentBlue Wealth Advisors, LLC | 1.722.989 $ | +233.998 $ | +15,7 % | 1.488.991 $ | -19.619 $ | -1,3 % | 1.508.610 $ | -635.344 $ | -29,6 % | 2.143.954 $ | -45.063 $ | -2,1 % |
| CAPE ANN SAVINGS BANK | 2.143.485 $ | +393.457 $ | +22,5 % | 1.750.028 $ | +950.513 $ | +118,9 % | 799.515 $ | +470.311 $ | +142,9 % | 329.204 $ | ||
| IFC Advisors LLC | 1.937.131 $ | -203.703 $ | -9,5 % | 2.140.834 $ | +16.608 $ | +0,8 % | 2.124.226 $ | +544.255 $ | +34,4 % | 1.579.971 $ | +113.378 $ | +7,7 % |
| SC&H Financial Advisors, Inc. | 2.132.106 $ | +125.894 $ | +6,3 % | 2.006.212 $ | +69.409 $ | +3,6 % | 1.936.803 $ | +62.662 $ | +3,3 % | 1.874.141 $ | +73.749 $ | +4,1 % |
| SYNTAX RESEARCH, INC. | 7.209 $ | -2.123.000 $ | -99,7 % | 2.130.209 $ | +2.125.749 $ | +47.662,5 % | 4.460 $ | +264 $ | +6,3 % | 4.196 $ | +927 $ | +28,4 % |
| WALLER FINANCIAL PLANNING GROUP, INC | 1.186.761 $ | -939.425 $ | -44,2 % | 2.126.186 $ | +660.313 $ | +45,0 % | 1.465.873 $ | +118.828 $ | +8,8 % | 1.347.045 $ | +137.904 $ | +11,4 % |
| MKT Advisors LLC | 1.156.963 $ | -963.334 $ | -45,4 % | 2.120.297 $ | -3.619 $ | -0,2 % | 2.123.916 $ | +723.192 $ | +51,6 % | 1.400.724 $ | +154.628 $ | +12,4 % |
| Godshalk Welsh Capital Management, Inc. | 2.116.650 $ | +377.189 $ | +21,7 % | 1.739.461 $ | -38.725 $ | -2,2 % | 1.778.186 $ | +80.743 $ | +4,8 % | 1.697.443 $ | +269.485 $ | +18,9 % |
| Abel Hall, LLC | 2.114.331 $ | +450.606 $ | +27,1 % | 1.663.725 $ | +136.069 $ | +8,9 % | 1.527.656 $ | +232.920 $ | +18,0 % | 1.294.736 $ | +78.752 $ | +6,5 % |
| Reliant Investment Partners, LLC | 2.111.395 $ | +1.028.637 $ | +95,0 % | 1.082.758 $ | -13.554 $ | -1,2 % | 1.096.312 $ | +194.076 $ | +21,5 % | 902.236 $ | +472.713 $ | +110,1 % |
| CORRADO ADVISORS, LLC | 2.111.266 $ | +173.596 $ | +9,0 % | 1.937.670 $ | -40.725 $ | -2,1 % | 1.978.395 $ | +84.634 $ | +4,5 % | 1.893.761 $ | +160.810 $ | +9,3 % |
| OxenFree Capital LLC | 2.108.438 $ | +119.331 $ | +6,0 % | 1.989.107 $ | +1.270.386 $ | +176,8 % | 718.721 $ | +135.604 $ | +23,3 % | 583.117 $ | +57.775 $ | +11,0 % |
| Asio Capital, LLC | 1.852.625 $ | +1.017.560 $ | +121,9 % | 835.065 $ | +98.907 $ | +13,4 % | 736.158 $ | -1.369.137 $ | -65,0 % | 2.105.295 $ | +331.495 $ | +18,7 % |
| WealthTrust Asset Management, LLC | 2.102.748 $ | +261.035 $ | +14,2 % | 1.841.713 $ | +1.129.130 $ | +158,5 % | 712.583 $ | -135.057 $ | -15,9 % | 847.640 $ | +448.794 $ | +112,5 % |
| Fire Capital Management LLC | 2.099.414 $ | +832.684 $ | +65,7 % | 1.266.730 $ | ||||||||
| HICKS CAPITAL MANAGEMENT LLC | 1.910.482 $ | +101.312 $ | +5,6 % | 1.809.170 $ | -286.054 $ | -13,7 % | 2.095.224 $ | +318.879 $ | +18,0 % | 1.776.345 $ | -500.495 $ | -22,0 % |
| Montz Harcus Wealth Management LLC | 2.086.847 $ | +246.469 $ | +13,4 % | 1.840.378 $ | +162.286 $ | +9,7 % | 1.678.092 $ | +66.081 $ | +4,1 % | 1.612.011 $ | +52.541 $ | +3,4 % |
| Objective Capital Management, LLC | 2.083.163 $ | +299.716 $ | +16,8 % | 1.783.447 $ | +102.155 $ | +6,1 % | 1.681.292 $ | -36.438 $ | -2,1 % | 1.717.730 $ | +61.217 $ | +3,7 % |
| PURSUIT WEALTH STRATEGIES, LLC | 2.082.853 $ | +400.465 $ | +23,8 % | 1.682.388 $ | -212.902 $ | -11,2 % | 1.895.290 $ | |||||
| PATRON PARTNERS, LLC | 2.081.745 $ | +412.336 $ | +24,7 % | 1.669.409 $ | -225.128 $ | -11,9 % | 1.894.537 $ | +382.439 $ | +25,3 % | 1.512.098 $ | +358.720 $ | +31,1 % |
| Kooman & Associates | 2.081.109 $ | +20.186 $ | +1,0 % | 2.060.923 $ | +67.392 $ | +3,4 % | 1.993.531 $ | +42.332 $ | +2,2 % | 1.951.199 $ | +113.490 $ | +6,2 % |
| Avantra Family Wealth, Inc. | 1.982.156 $ | -98.298 $ | -4,7 % | 2.080.454 $ | +162.691 $ | +8,5 % | 1.917.763 $ | -108.517 $ | -5,4 % | 2.026.280 $ | +362.542 $ | +21,8 % |
| Narwhal Capital Management | 2.073.527 $ | +634.483 $ | +44,1 % | 1.439.044 $ | -192.776 $ | -11,8 % | 1.631.820 $ | -23.797 $ | -1,4 % | 1.655.617 $ | +1.303.024 $ | +369,6 % |
| Jacobs Equity LLC | 2.069.530 $ | +1.055.054 $ | +104,0 % | 1.014.476 $ | +535.329 $ | +111,7 % | 479.147 $ | |||||
| Innovative Asset Advisors Group, LLC | 2.067.708 $ | +95.552 $ | +4,8 % | 1.972.156 $ | ||||||||
| CLIENT 1ST ADVISORY GROUP, LLC | 2.066.663 $ | +234.391 $ | +12,8 % | 1.832.272 $ | +41.128 $ | +2,3 % | 1.791.144 $ | -9.948 $ | -0,6 % | 1.801.092 $ | +143.471 $ | +8,7 % |
| EFG International AG | 2.063.391 $ | +2.028.439 $ | +5.803,5 % | 34.952 $ | ||||||||
| Cape Investment Advisory, Inc. | 2.059.531 $ | +611.833 $ | +42,3 % | 1.447.698 $ | -57.862 $ | -3,8 % | 1.505.560 $ | +794.222 $ | +111,7 % | 711.338 $ | +34.384 $ | +5,1 % |
| B&D White Capital Company, LLC | 2.057.331 $ | +352.153 $ | +20,7 % | 1.705.178 $ | +35.500 $ | +2,1 % | 1.669.678 $ | +211.989 $ | +14,5 % | 1.457.689 $ | -14.879.580 $ | -91,1 % |
| CROBAN | 2.052.062 $ | +23.483 $ | +1,2 % | 2.028.579 $ | -15.411 $ | -0,8 % | 2.043.990 $ | -1.495 $ | -0,1 % | 2.045.485 $ | -26.342 $ | -1,3 % |
| DUDLEY CAPITAL MANAGEMENT, LLC | 2.050.942 $ | +50.625 $ | +2,5 % | 2.000.317 $ | +383.513 $ | +23,7 % | 1.616.804 $ | +241.136 $ | +17,5 % | 1.375.668 $ | +177.799 $ | +14,8 % |
| MLP3, LLC | 1.921.573 $ | -128.302 $ | -6,3 % | 2.049.875 $ | ||||||||
| Sage Investment Counsel LLC | 2.049.342 $ | +373.749 $ | +22,3 % | 1.675.593 $ | +84.298 $ | +5,3 % | 1.591.295 $ | +76.608 $ | +5,1 % | 1.514.687 $ | +179.065 $ | +13,4 % |
| STAPP WEALTH MANAGEMENT, PLLC | 2.045.591 $ | +23.089 $ | +1,1 % | 2.022.502 $ | +106.870 $ | +5,6 % | 1.915.632 $ | +102.281 $ | +5,6 % | 1.813.351 $ | +65.689 $ | +3,8 % |
| PETREDIS INVESTMENT ADVISORS LLC | 1.593.157 $ | +87.611 $ | +5,8 % | 1.505.546 $ | -233.435 $ | -13,4 % | 1.738.981 $ | -305.134 $ | -14,9 % | 2.044.115 $ | +976.439 $ | +91,5 % |
| Jackson Hole Capital Partners, LLC | 2.040.536 $ | +55.885 $ | +2,8 % | 1.984.651 $ | +1.211.146 $ | +156,6 % | 773.505 $ | +206.023 $ | +36,3 % | |||
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 2.035.655 $ | +177.159 $ | +9,5 % | 1.858.496 $ | -137.414 $ | -6,9 % | 1.995.910 $ | +166.804 $ | +9,1 % | 1.829.106 $ | +165.822 $ | +10,0 % |
| Keudell/Morrison Wealth Management | 646.084 $ | -70.751 $ | -9,9 % | 716.835 $ | -1.316.406 $ | -64,7 % | 2.033.241 $ | -3.151.759 $ | -60,8 % | |||
| Midwest Professional Planners, LTD. | 2.031.399 $ | +221.113 $ | +12,2 % | 1.810.286 $ | +176.559 $ | +10,8 % | 1.633.727 $ | +196.331 $ | +13,7 % | 1.437.396 $ | +21.890 $ | +1,5 % |
| Capital Planning LLC | 1.978.090 $ | +183.479 $ | +10,2 % | 1.794.611 $ | -196.710 $ | -9,9 % | 1.991.321 $ | -38.233 $ | -1,9 % | 2.029.554 $ | +298.344 $ | +17,2 % |
| Strategic Financial Partners, Ltd. | 2.009.537 $ | -19.477 $ | -1,0 % | 2.029.014 $ | +128.055 $ | +6,7 % | 1.900.959 $ | +149.442 $ | +8,5 % | 1.751.517 $ | +15.120 $ | +0,9 % |
| Robinhood Asset Management, LLC | 2.027.184 $ | +595.268 $ | +41,6 % | 1.431.916 $ | -74.843 $ | -5,0 % | 1.506.759 $ | |||||
| Legacy PCG, LLC | 649.785 $ | +247.676 $ | +61,6 % | 402.109 $ | -1.511.981 $ | -79,0 % | 1.914.090 $ | -109.984 $ | -5,4 % | 2.024.074 $ | +180.853 $ | +9,8 % |
| Geometric Wealth Advisors | 2.021.296 $ | +324.278 $ | +19,1 % | 1.697.018 $ | +235.857 $ | +16,1 % | 1.461.161 $ | +28.258 $ | +2,0 % | 1.432.903 $ | +170.052 $ | +13,5 % |
| American State Bank (Iowa) | 2.020.633 $ | +339.100 $ | +20,2 % | 1.681.533 $ | +29.534 $ | +1,8 % | 1.651.999 $ | +31.949 $ | +2,0 % | 1.620.050 $ | +144.753 $ | +9,8 % |
| FSA Advisors, Inc. | 2.010.015 $ | +238.562 $ | +13,5 % | 1.771.453 $ | -133.530 $ | -7,0 % | 1.904.983 $ | +94.815 $ | +5,2 % | 1.810.168 $ | +12.314 $ | +0,7 % |
| Cornell Pochily Investment Advisors, Inc. | 2.001.792 $ | +527.336 $ | +35,8 % | 1.474.456 $ | -96.486 $ | -6,1 % | 1.570.942 $ | -172.823 $ | -9,9 % | 1.743.765 $ | +40.481 $ | +2,4 % |
| Tolleson Wealth Management, Inc. | 1.995.781 $ | +193.301 $ | +10,7 % | 1.802.480 $ | +13.420 $ | +0,8 % | 1.789.060 $ | +469.342 $ | +35,6 % | 1.319.718 $ | +317.337 $ | +31,7 % |
| Hassell Wealth Management, LLC | 1.992.034 $ | +211.027 $ | +11,8 % | 1.781.007 $ | -35.318 $ | -1,9 % | 1.816.325 $ | +130.215 $ | +7,7 % | 1.686.110 $ | +95.814 $ | +6,0 % |
| Collaborative Capital Advisors LLC | 1.989.510 $ | |||||||||||
| GARRISON POINT ADVISORS, LLC | 1.988.657 $ | +419.631 $ | +26,7 % | 1.569.026 $ | +205.132 $ | +15,0 % | 1.363.894 $ | +9.568 $ | +0,7 % | 1.354.326 $ | +99.699 $ | +7,9 % |
| LGL PARTNERS, LLC | 1.985.804 $ | +402.277 $ | +25,4 % | 1.583.527 $ | +271.023 $ | +20,6 % | 1.312.504 $ | -130.334 $ | -9,0 % | 1.442.838 $ | +96.962 $ | +7,2 % |
| Matisse Capital | 1.823.634 $ | -158.368 $ | -8,0 % | 1.982.002 $ | +977.010 $ | +97,2 % | 1.004.992 $ | +82.372 $ | +8,9 % | 922.620 $ | +694.140 $ | +303,8 % |
| Gilbert & Cook, Inc. | 1.981.768 $ | +460.902 $ | +30,3 % | 1.520.866 $ | -6.106 $ | -0,4 % | 1.526.972 $ | +808.111 $ | +112,4 % | 718.861 $ | +21.558 $ | +3,1 % |
| Core Wealth Partners LLC | 1.980.045 $ | +545.162 $ | +38,0 % | 1.434.883 $ | +316.229 $ | +28,3 % | 1.118.654 $ | +375.579 $ | +50,5 % | 743.075 $ | -94.253 $ | -11,3 % |
| HORAN Wealth, LLC | 1.978.316 $ | +640.962 $ | +47,9 % | 1.337.354 $ | +1.065 $ | +0,1 % | 1.336.289 $ | +49.545 $ | +3,9 % | 1.286.744 $ | +482.984 $ | +60,1 % |
| CMG Global Holdings, LLC | 1.330.097 $ | +98.195 $ | +8,0 % | 1.231.902 $ | -626.136 $ | -33,7 % | 1.858.038 $ | -108.261 $ | -5,5 % | 1.966.299 $ | +38.769 $ | +2,0 % |
| Mengis Capital Management, Inc. | 1.959.023 $ | +172.552 $ | +9,7 % | 1.786.471 $ | +458.206 $ | +34,5 % | 1.328.265 $ | +157.186 $ | +13,4 % | |||
| Portland Financial Advisors Inc | 1.955.745 $ | +200.602 $ | +11,4 % | 1.755.143 $ | +76.566 $ | +4,6 % | 1.678.577 $ | -53.027 $ | -3,1 % | 1.731.604 $ | +176.849 $ | +11,4 % |
| PING CAPITAL MANAGEMENT, INC. | 1.315.244 $ | +983.960 $ | +297,0 % | 331.284 $ | -1.624.396 $ | -83,1 % | 1.955.680 $ | +775.200 $ | +65,7 % | |||
| Silicon Valley Capital Partners | 1.864.344 $ | -90.438 $ | -4,6 % | 1.954.782 $ | +373.189 $ | +23,6 % | 1.581.593 $ | +16.910 $ | +1,1 % | |||
| Runnymede Capital Advisors, Inc. | 1.058.472 $ | +72.259 $ | +7,3 % | 986.213 $ | -966.224 $ | -49,5 % | 1.952.437 $ | +272.351 $ | +16,2 % | 1.680.086 $ | -410.728 $ | -19,6 % |
| Topel & Distasi Wealth Management, LLC | 1.326.189 $ | -335.457 $ | -20,2 % | 1.661.646 $ | -210.005 $ | -11,2 % | 1.871.651 $ | -78.922 $ | -4,0 % | 1.950.573 $ | +169.597 $ | +9,5 % |
| MOODY NATIONAL BANK TRUST DIVISION | 1.948.148 $ | +307.837 $ | +18,8 % | 1.640.311 $ | +126.920 $ | +8,4 % | 1.513.391 $ | +29.269 $ | +2,0 % | 1.484.122 $ | +156.258 $ | +11,8 % |
| EVEXIA WEALTH LLC | 1.944.872 $ | +107.085 $ | +5,8 % | |||||||||
| GATEWAY INVESTMENT ADVISERS LLC | 1.939.002 $ | +1.155.478 $ | +147,5 % | 783.524 $ | ||||||||
| Powers Advisory Group, LLC | 1.933.610 $ | +196.902 $ | +11,3 % | 1.736.708 $ | +330.961 $ | +23,5 % | 1.405.747 $ | +310.097 $ | +28,3 % | 1.095.650 $ | +110.400 $ | +11,2 % |
| W.G. Shaheen & Associates DBA Whitney & Co | 1.924.637 $ | +328.598 $ | +20,6 % | 1.596.039 $ | +34.920 $ | +2,2 % | 1.561.119 $ | +23.667 $ | +1,5 % | 1.537.452 $ | +143.556 $ | +10,3 % |
| OAK HILL WEALTH ADVISORS, LLC | 1.924.374 $ | +914.984 $ | +90,6 % | |||||||||
| BlueSky Wealth Advisors, LLC | 1.918.740 $ | +303.190 $ | +18,8 % | 1.615.550 $ | -296.792 $ | -15,5 % | 1.912.342 $ | +1.914 $ | +0,1 % | 1.910.428 $ | +163.375 $ | +9,4 % |
| Towne Trust Company, N.A | 1.912.025 $ | +364.526 $ | +23,6 % | 1.547.499 $ | +446.173 $ | +40,5 % | 1.101.326 $ | -242.020 $ | -18,0 % | 1.343.346 $ | +439.735 $ | +48,7 % |
| CATALYST PRIVATE WEALTH, LLC | 1.909.542 $ | +170.887 $ | +9,8 % | 1.738.655 $ | +313.596 $ | +22,0 % | 1.425.059 $ | +8.222 $ | +0,6 % | 1.416.837 $ | +308.151 $ | +27,8 % |
| Adelphi Trust Co | 1.907.040 $ | +1.206.187 $ | +172,1 % | 700.853 $ | -149.128 $ | -17,5 % | 849.981 $ | |||||
| City Center Advisors, LLC | 1.906.879 $ | +495.688 $ | +35,1 % | 1.411.191 $ | +257.558 $ | +22,3 % | 1.153.633 $ | -217.971 $ | -15,9 % | 1.371.604 $ | -65.781 $ | -4,6 % |
| MainStreet Investment Advisors LLC | 1.902.584 $ | +1.094.251 $ | +135,4 % | 808.333 $ | +94.793 $ | +13,3 % | 713.540 $ | -226.479 $ | -24,1 % | 940.019 $ | +78.889 $ | +9,2 % |
| Bawa N Mallick Trust | 1.898.407 $ | +314.154 $ | +19,8 % | 1.584.253 $ | +2.949 $ | +0,2 % | 1.581.304 $ | +37.084 $ | +2,4 % | 1.544.220 $ | +42.772 $ | +2,8 % |
| SevenBridge Financial Group, LLC | 1.130.947 $ | -129.508 $ | -10,3 % | 1.260.455 $ | -348.791 $ | -21,7 % | 1.609.246 $ | -283.863 $ | -15,0 % | 1.893.109 $ | -582.816 $ | -23,5 % |
| Synergy Financial Group, LTD | 1.888.299 $ | +877 $ | +0,0 % | 1.887.422 $ | +796.823 $ | +73,1 % | 1.090.599 $ | -33.917 $ | -3,0 % | 1.124.516 $ | +150.450 $ | +15,4 % |
| Somerset Trust Co | 1.850.567 $ | -36.083 $ | -1,9 % | 1.886.650 $ | +42.892 $ | +2,3 % | 1.843.758 $ | +8.336 $ | +0,5 % | 1.835.422 $ | +816 $ | +0,0 % |
| Blankinship & Foster, LLC | 1.643.470 $ | +256.275 $ | +18,5 % | 1.387.195 $ | -496.288 $ | -26,3 % | 1.883.483 $ | +590.360 $ | +45,7 % | 1.293.123 $ | +115.542 $ | +9,8 % |
| Global View Capital Management LLC | 1.875.210 $ | +483.889 $ | +34,8 % | 1.391.321 $ | +178.987 $ | +14,8 % | 1.212.334 $ | +70.740 $ | +6,2 % | 1.141.594 $ | +417.785 $ | +57,7 % |
| Blue Zone Wealth Advisors, LLC | 1.873.238 $ | +306.170 $ | +19,5 % | 1.567.068 $ | +31.243 $ | +2,0 % | 1.535.825 $ | +591.249 $ | +62,6 % | 944.576 $ | +343.542 $ | +57,2 % |
| NATURAL INVESTMENTS, LLC | 1.872.000 $ | +345.000 $ | +22,6 % | 1.527.000 $ | +327.000 $ | +27,3 % | 1.200.000 $ | +270.000 $ | +29,0 % | |||
| NCP Inc. | 1.869.395 $ | +213.372 $ | +12,9 % | 1.656.023 $ | +200.567 $ | +13,8 % | ||||||
| Alessandra Capital Management, LLC | 1.729.705 $ | -139.572 $ | -7,5 % | 1.869.277 $ | +39.770 $ | +2,2 % | 1.829.507 $ | |||||
| Lifetime Wealth Management P.C. | 1.864.523 $ | +8.802 $ | +0,5 % | 1.855.721 $ | -1.504 $ | -0,1 % | 1.857.225 $ | |||||
| ALERUS FINANCIAL NA | 425.661 $ | -135.734 $ | -24,2 % | 561.395 $ | +484.807 $ | +633,0 % | 76.588 $ | -1.784.797 $ | -95,9 % | 1.861.385 $ | +1.571.620 $ | +542,4 % |
| Foundry Financial LLC | 1.857.537 $ | +952.162 $ | +105,2 % | 905.375 $ | -181.322 $ | -16,7 % | 1.086.697 $ | |||||
| Beck Bode, LLC | 1.490.239 $ | +169.540 $ | +12,8 % | 1.320.699 $ | -415.146 $ | -23,9 % | 1.735.845 $ | -120.245 $ | -6,5 % | 1.856.090 $ | -466.592 $ | -20,1 % |
| RiverGlades Family Offices LLC | 1.855.699 $ | |||||||||||
| City State Bank | 1.853.082 $ | +295.638 $ | +19,0 % | 1.557.444 $ | +129.900 $ | +9,1 % | 1.427.544 $ | +119.267 $ | +9,1 % | |||
| PUREfi Wealth, LLC | 1.851.196 $ | +266.670 $ | +16,8 % | 1.584.526 $ | -110.844 $ | -6,5 % | 1.695.370 $ | +179.656 $ | +11,9 % | 1.515.714 $ | +405.565 $ | +36,5 % |
| VIMA LLC | 1.851.189 $ | |||||||||||
| Arcadia Wealth Management, LLC | 1.813.625 $ | +297.928 $ | +19,7 % | 1.515.697 $ | -101.573 $ | -6,3 % | 1.617.270 $ | -230.983 $ | -12,5 % | 1.848.253 $ | +653.341 $ | +54,7 % |
| Kagan Cocozza Asset Management | 1.846.353 $ | +202.540 $ | +12,3 % | 1.643.813 $ | +298.774 $ | +22,2 % | 1.345.039 $ | -93.385 $ | -6,5 % | 1.438.424 $ | +20.482 $ | +1,4 % |
| Park Square Financial Group, LLC | 1.246.131 $ | +87.873 $ | +7,6 % | 1.158.258 $ | -303.359 $ | -20,8 % | 1.461.617 $ | -382.465 $ | -20,7 % | 1.844.082 $ | -1.944.198 $ | -51,3 % |
| Pacific Park Financial, Inc. | 1.339.593 $ | +48.876 $ | +3,8 % | 1.290.717 $ | -549.148 $ | -29,8 % | 1.839.865 $ | |||||
| HILLTOP WEALTH ADVISORS, LLC | 1.134.500 $ | +125.935 $ | +12,5 % | 1.008.565 $ | -642.270 $ | -38,9 % | 1.650.835 $ | -188.469 $ | -10,2 % | 1.839.304 $ | -24.134.353 $ | -92,9 % |
| Soundwatch Capital LLC | 1.799.159 $ | -31.829 $ | -1,7 % | 1.830.988 $ | +1.368.508 $ | +295,9 % | 462.480 $ | +184.387 $ | +66,3 % | 278.093 $ | -5.498.487 $ | -95,2 % |
| Sagace Wealth Management LLC | 1.828.219 $ | +612.697 $ | +50,4 % | 1.215.522 $ | -27.606 $ | -2,2 % | 1.243.128 $ | +3.721 $ | +0,3 % | 1.239.407 $ | -914.284 $ | -42,5 % |
| Leo H. Evart, Inc. | 1.818.781 $ | +286.729 $ | +18,7 % | 1.532.052 $ | ||||||||
| MERITAGE PORTFOLIO MANAGEMENT | 1.814.880 $ | +61.185 $ | +3,5 % | 1.753.695 $ | +619.532 $ | +54,6 % | ||||||
| Centennial Bank/AR/ | 1.811.711 $ | +1.740.730 $ | +2.452,4 % | 70.981 $ | +1.580 $ | +2,3 % | 69.401 $ | +780 $ | +1,1 % | 68.621 $ | -27.376 $ | -28,5 % |
| WINNACLE WEALTH LLC | 1.810.794 $ | +622.992 $ | +52,4 % | 1.187.802 $ | +1.183.713 $ | +28.948,7 % | 4.089 $ | -59.730 $ | -93,6 % | 63.819 $ | -9.246.240 $ | -99,3 % |
| Manhattan West Asset Management, LLC | 1.803.412 $ | +1.075.730 $ | +147,8 % | 727.682 $ | +12.513 $ | +1,7 % | 715.169 $ | -1.768 $ | -0,2 % | 716.937 $ | +63.081 $ | +9,6 % |
| Finley Financial, LLC | 1.798.125 $ | +307.498 $ | +20,6 % | 1.490.627 $ | +54.068 $ | +3,8 % | 1.436.559 $ | +81.507 $ | +6,0 % | 1.355.052 $ | +121.375 $ | +9,8 % |
| Abundance Wealth Counselors | 1.791.886 $ | |||||||||||
| Net Worth Advisory Group | 1.790.782 $ | +155.850 $ | +9,5 % | 1.634.932 $ | +67.484 $ | +4,3 % | 1.567.448 $ | -109.899 $ | -6,6 % | 1.677.347 $ | -304.522 $ | -15,4 % |
| CJM Wealth Advisers, Ltd. | 1.790.703 $ | +213.588 $ | +13,5 % | 1.577.115 $ | -201.048 $ | -11,3 % | 1.778.163 $ | +24.542 $ | +1,4 % | 1.753.621 $ | +112.567 $ | +6,9 % |
| TOP Private Wealth LLC. | 1.790.564 $ | |||||||||||
| Lauterbach Financial Advisors, LLC | 1.788.011 $ | +238.686 $ | +15,4 % | 1.549.325 $ | +100.428 $ | +6,9 % | 1.448.897 $ | -138.173 $ | -8,7 % | 1.587.070 $ | +152.011 $ | +10,6 % |
| INTEGRATED WEALTHCARE, LLC | 1.786.276 $ | +303.879 $ | +20,5 % | 1.482.397 $ | +31.223 $ | +2,2 % | 1.451.174 $ | |||||
| BANK HAPOALIM BM | 1.785.000 $ | -9.328.000 $ | -83,9 % | |||||||||
| Cosner Financial Group, LLC | 1.725.958 $ | +77.294 $ | +4,7 % | 1.648.664 $ | -131.642 $ | -7,4 % | 1.780.306 $ | +912.293 $ | +105,1 % | 868.013 $ | +36.465 $ | +4,4 % |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.777.167 $ | +280.820 $ | +18,8 % | 1.496.347 $ | +54.276 $ | +3,8 % | 1.442.071 $ | +27.889 $ | +2,0 % | 1.414.182 $ | +126.358 $ | +9,8 % |
| Impact Capital Partners LLC | 1.774.026 $ | +1.129.051 $ | +175,1 % | 644.975 $ | -49.962 $ | -7,2 % | 694.937 $ | +16.769 $ | +2,5 % | 678.168 $ | -38.887 $ | -5,4 % |
| Axiom Financial Strategies, LLC | 1.772.778 $ | +56.089 $ | +3,3 % | 1.716.689 $ | +953.841 $ | +125,0 % | 762.848 $ | +13.526 $ | +1,8 % | 749.322 $ | ||
| GGM Financial LLC | 1.771.534 $ | +112.776 $ | +6,8 % | 1.658.758 $ | -8.811 $ | -0,5 % | 1.667.569 $ | +70.440 $ | +4,4 % | 1.597.129 $ | +450.129 $ | +39,2 % |
| RED CRANE WEALTH MANAGEMENT, LLC | 1.770.349 $ | +94.015 $ | +5,6 % | 1.676.334 $ | +305 $ | +0,0 % | 1.676.029 $ | +29.359 $ | +1,8 % | 1.646.670 $ | -110.793 $ | -6,3 % |
| Ativo Capital Management LLC | 1.355.250 $ | -413.713 $ | -23,4 % | 1.768.963 $ | +487.589 $ | +38,1 % | 1.281.374 $ | +54.121 $ | +4,4 % | 1.227.253 $ | -5.560 $ | -0,5 % |
| Westover Capital Advisors, LLC | 1.768.538 $ | +267.420 $ | +17,8 % | 1.501.118 $ | +5.839 $ | +0,4 % | 1.495.279 $ | +12.443 $ | +0,8 % | 1.482.836 $ | +109.839 $ | +8,0 % |
| Brown Financial Advisory | 1.489.038 $ | +140.047 $ | +10,4 % | 1.348.991 $ | -417.713 $ | -23,6 % | 1.766.704 $ | +0 $ | +0,0 % | 1.766.704 $ | -42.823 $ | -2,4 % |
| LIFE LINE WEALTH MANAGEMENT LLC | 1.757.130 $ | +217.201 $ | +14,1 % | 1.539.929 $ | +81.321 $ | +5,6 % | 1.458.608 $ | -106.967 $ | -6,8 % | |||
| Equita Financial Network, Inc. | 1.401.588 $ | -221.051 $ | -13,6 % | 1.622.639 $ | -131.014 $ | -7,5 % | 1.753.653 $ | +108.075 $ | +6,6 % | 1.645.578 $ | +201.101 $ | +13,9 % |
| Warwick Investment Management, Inc. | 1.753.217 $ | +303.742 $ | +21,0 % | 1.449.475 $ | +219.008 $ | +17,8 % | 1.230.467 $ | -39.822 $ | -3,1 % | 1.270.289 $ | +112.841 $ | +9,7 % |
| Oakwell Private Wealth Management, LLC | 844.130 $ | +48.865 $ | +6,1 % | 795.265 $ | -956.868 $ | -54,6 % | 1.752.133 $ | +1.802 $ | +0,1 % | 1.750.331 $ | +25.111 $ | +1,5 % |
| FINANCIAL DISCOVERY GROUP INC | 1.751.489 $ | +618.446 $ | +54,6 % | 1.133.043 $ | ||||||||
| VanderPol Investments L.L.C. | 1.748.459 $ | +62.564 $ | +3,7 % | 1.685.895 $ | +384.854 $ | +29,6 % | ||||||
| Ameraudi Asset Management, Inc. | 1.118.837 $ | +101.045 $ | +9,9 % | 1.017.792 $ | +36.918 $ | +3,8 % | 980.874 $ | -761.655 $ | -43,7 % | 1.742.529 $ | -2.292.208 $ | -56,8 % |
| NORTHLAND SECURITIES, INC. | 1.740.515 $ | +477.014 $ | +37,8 % | 1.263.501 $ | ||||||||
| Squire Investment Management Company, LLC | 1.726.493 $ | +251.324 $ | +17,0 % | 1.475.169 $ | -90.747 $ | -5,8 % | 1.565.916 $ | -169.738 $ | -9,8 % | 1.735.654 $ | +94.515 $ | +5,8 % |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1.733.066 $ | +174.794 $ | +11,2 % | 1.558.272 $ | -10.920 $ | -0,7 % | 1.569.192 $ | -14.960 $ | -0,9 % | 1.584.152 $ | +207.363 $ | +15,1 % |
| DOLIVER ADVISORS, LP | 1.722.492 $ | +139.795 $ | +8,8 % | 1.582.697 $ | +245.153 $ | +18,3 % | 1.337.544 $ | +545.317 $ | +68,8 % | 792.227 $ | +353.888 $ | +80,7 % |
| FineMark National Bank & Trust | 1.721.783 $ | +240.183 $ | +16,2 % | 1.481.600 $ | +352.477 $ | +31,2 % | ||||||
| HOURGLASS CAPITAL, LLC | 1.284.120 $ | +283.110 $ | +28,3 % | 1.001.010 $ | -152.376 $ | -13,2 % | 1.153.386 $ | -568.179 $ | -33,0 % | 1.721.565 $ | -674.662 $ | -28,2 % |
| Summit Asset Management, LLC | 1.597.878 $ | -85.124 $ | -5,1 % | 1.683.002 $ | -33.777 $ | -2,0 % | 1.716.779 $ | +598.105 $ | +53,5 % | 1.118.674 $ | +154.540 $ | +16,0 % |
| Mendel Capital Management LLC | 1.714.589 $ | +101.620 $ | +6,3 % | 1.612.969 $ | -62.833 $ | -3,7 % | 1.675.802 $ | +101.540 $ | +6,5 % | |||
| Evanson Financial, LLC | 1.713.540 $ | |||||||||||
| Redwood Family Wealth LLC | 1.696.719 $ | +356.891 $ | +26,6 % | 1.339.828 $ | -372.839 $ | -21,8 % | 1.712.667 $ | |||||
| SECURITY NATIONAL BANK OF SO DAK | 1.693.882 $ | -16.735 $ | -1,0 % | 1.710.617 $ | +4.183 $ | +0,2 % | 1.706.434 $ | +7.472 $ | +0,4 % | |||
| Second Half Financial Partners, LLC | 799.960 $ | +44.144 $ | +5,8 % | 755.816 $ | -950.854 $ | -55,7 % | 1.706.670 $ | +972.349 $ | +132,4 % | 734.321 $ | +35.417 $ | +5,1 % |
| Barnes Dennig Private Wealth Management LLC | 1.706.451 $ | +380.612 $ | +28,7 % | 1.325.839 $ | +179.970 $ | +15,7 % | 1.145.869 $ | +253.784 $ | +28,4 % | 892.085 $ | +111.962 $ | +14,4 % |
| Blossom Wealth Management | 1.706.159 $ | +90.761 $ | +5,6 % | |||||||||
| Riverwater Partners LLC | 1.702.112 $ | -170 $ | -0,0 % | 1.702.282 $ | +1.099.266 $ | +182,3 % | 603.016 $ | +53.880 $ | +9,8 % | |||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 493.274 $ | +30.353 $ | +6,6 % | 462.921 $ | -1.233.806 $ | -72,7 % | 1.696.727 $ | +44.088 $ | +2,7 % | 1.652.639 $ | -256.099 $ | -13,4 % |
| Xcel Wealth Management, LLC | 1.695.774 $ | +263.862 $ | +18,4 % | 1.431.912 $ | +123.172 $ | +9,4 % | 1.308.740 $ | +74.251 $ | +6,0 % | 1.234.489 $ | +241.846 $ | +24,4 % |
| PETTYJOHN, WOOD & WHITE, INC | 1.695.141 $ | +223.142 $ | +15,2 % | 1.471.999 $ | -129.188 $ | -8,1 % | 1.601.187 $ | -10.063 $ | -0,6 % | 1.611.250 $ | +70.167 $ | +4,6 % |
| CHILTON INVESTMENT CO INC. | 1.681.466 $ | -12.688 $ | -0,7 % | 1.694.154 $ | +967.933 $ | +133,3 % | 726.221 $ | -2.521 $ | -0,3 % | 728.742 $ | -277.490 $ | -27,6 % |
| Clearbridge Investments, LLC | 383.963 $ | -1.029.172 $ | -72,8 % | 1.413.135 $ | -275.364 $ | -16,3 % | 1.688.499 $ | +1.487.179 $ | +738,7 % | 201.320 $ | ||
| BALDWIN WEALTH PARTNERS LLC/MA | 1.240.175 $ | -102.020 $ | -7,6 % | 1.342.195 $ | -198.865 $ | -12,9 % | 1.541.060 $ | -146.223 $ | -8,7 % | 1.687.283 $ | +69.107 $ | +4,3 % |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 1.534.634 $ | -151.101 $ | -9,0 % | 1.685.735 $ | +1.103.204 $ | +189,4 % | 582.531 $ | -187.748 $ | -24,4 % | 770.279 $ | -1.858.692 $ | -70,7 % |
| READYSTATE ASSET MANAGEMENT LP | 442.082 $ | -1.238.664 $ | -73,7 % | 1.680.746 $ | +694.734 $ | +70,5 % | 986.012 $ | -473.692 $ | -32,5 % | 1.459.704 $ | ||
| McBroom & Associates, LLC | 1.305.667 $ | -59.740 $ | -4,4 % | 1.365.407 $ | -311.449 $ | -18,6 % | 1.676.856 $ | +86.369 $ | +5,4 % | 1.590.487 $ | +184.745 $ | +13,1 % |
| DV Trading LLC | 1.666.197 $ | +398.148 $ | +31,4 % | 1.268.049 $ | ||||||||
| NICOLET ADVISORY SERVICES, LLC | 1.354.850 $ | -310.551 $ | -18,6 % | 1.665.401 $ | +312.187 $ | +23,1 % | ||||||
| Five Oceans Advisors | 1.661.535 $ | +182.179 $ | +12,3 % | 1.479.356 $ | +42.997 $ | +3,0 % | 1.436.359 $ | -43.288 $ | -2,9 % | 1.479.647 $ | +79.802 $ | +5,7 % |
| Colorado Capital Management, Inc. | 1.661.000 $ | +112.000 $ | +7,2 % | 1.549.000 $ | +72.000 $ | +4,9 % | 1.477.000 $ | -1.000 $ | -0,1 % | 1.478.000 $ | +99.000 $ | +7,2 % |
| Glassman Wealth Services | 1.657.298 $ | +568.338 $ | +52,2 % | 1.088.960 $ | +38.425 $ | +3,7 % | 1.050.535 $ | -59.670 $ | -5,4 % | 1.110.205 $ | -450.508 $ | -28,9 % |
| UNIVEST FINANCIAL Corp | 1.396.703 $ | +43.092 $ | +3,2 % | 1.353.611 $ | -297.112 $ | -18,0 % | 1.650.723 $ | +437.186 $ | +36,0 % | 1.213.537 $ | +169.286 $ | +16,2 % |
| United Asset Strategies, Inc. | 1.646.958 $ | +248.212 $ | +17,7 % | 1.398.746 $ | +21.152 $ | +1,5 % | 1.377.594 $ | +202.763 $ | +17,3 % | 1.174.831 $ | +507.787 $ | +76,1 % |
| Value Investment Professionals, LLC | 1.642.553 $ | |||||||||||
| Goodman Financial Corp | 1.641.218 $ | +1.019.762 $ | +164,1 % | 621.456 $ | +211.277 $ | +51,5 % | 410.179 $ | +198 $ | +0,0 % | |||
| Capital Wealth Alliance, LLC | 1.637.118 $ | +366.889 $ | +28,9 % | 1.270.229 $ | -10.773 $ | -0,8 % | 1.281.002 $ | -32.258 $ | -2,5 % | 1.313.260 $ | +2.426 $ | +0,2 % |
| REAP Financial Group, LLC | 1.633.445 $ | +164.302 $ | +11,2 % | 1.469.143 $ | +125.158 $ | +9,3 % | 1.343.985 $ | +231.768 $ | +20,8 % | 1.112.217 $ | -539.226 $ | -32,7 % |
| Roundview Capital LLC | 1.427.815 $ | +211.705 $ | +17,4 % | 1.216.110 $ | +62.473 $ | +5,4 % | 1.153.637 $ | -468.874 $ | -28,9 % | 1.622.511 $ | +90.422 $ | +5,9 % |
| Everhart Financial Group, Inc. | 1.621.554 $ | +251.837 $ | +18,4 % | 1.369.717 $ | +35.360 $ | +2,6 % | 1.334.357 $ | +25.980 $ | +2,0 % | 1.308.377 $ | +154.904 $ | +13,4 % |
| Peachtree Investment Partners, LLC | 1.619.762 $ | +495.635 $ | +44,1 % | 1.124.127 $ | -19.555 $ | -1,7 % | 1.143.682 $ | -16.678 $ | -1,4 % | 1.160.360 $ | +91.333 $ | +8,5 % |
| BHK Investment Advisors, LLC | 1.618.872 $ | +283.535 $ | +21,2 % | 1.335.337 $ | +44.690 $ | +3,5 % | 1.290.647 $ | +984.407 $ | +321,4 % | 306.240 $ | +720 $ | +0,2 % |
| Freedom Investment Management, Inc. | 550.661 $ | +323.893 $ | +142,8 % | 226.768 $ | +4.886 $ | +2,2 % | 221.882 $ | -1.396.846 $ | -86,3 % | 1.618.728 $ | -15.451.372 $ | -90,5 % |
| Town Capital LLC | 584.400 $ | -222.511 $ | -27,6 % | 806.911 $ | -803.879 $ | -49,9 % | 1.610.790 $ | |||||
| Atwater Malick LLC | 1.607.593 $ | |||||||||||
| Plan A Wealth LLC | 1.005.620 $ | -137.536 $ | -12,0 % | 1.143.156 $ | -234.301 $ | -17,0 % | 1.377.457 $ | -229.879 $ | -14,3 % | 1.607.336 $ | -1.191.832 $ | -42,6 % |
| BURLING WEALTH PARTNERS, LLC | 1.605.600 $ | +199.939 $ | +14,2 % | 1.405.661 $ | -187.185 $ | -11,8 % | 1.592.846 $ | +271.937 $ | +20,6 % | 1.320.909 $ | -7.700 $ | -0,6 % |
| Pandora Wealth, Inc. | 1.240.762 $ | -364.795 $ | -22,7 % | 1.605.557 $ | +38.473 $ | +2,5 % | ||||||
| Mirador Capital Partners LP | 1.603.663 $ | +349.745 $ | +27,9 % | 1.253.918 $ | +290.915 $ | +30,2 % | 963.003 $ | -95.385 $ | -9,0 % | 1.058.388 $ | +770.458 $ | +267,6 % |
| Contango Wealth Management LLC | 1.506.624 $ | -93.628 $ | -5,9 % | 1.600.252 $ | ||||||||
| Solidarity Wealth, LLC | 1.596.812 $ | +1.311.201 $ | +459,1 % | 285.611 $ | -6.780 $ | -2,3 % | 292.391 $ | +5.977 $ | +2,1 % | 286.414 $ | +1.254 $ | +0,4 % |
| Hemington Wealth Management | 1.596.000 $ | +741.000 $ | +86,7 % | |||||||||
| Main Street Group, LTD | 1.594.484 $ | +141.357 $ | +9,7 % | 1.453.127 $ | +161.667 $ | +12,5 % | 1.291.460 $ | -175.947 $ | -12,0 % | 1.467.407 $ | +187.375 $ | +14,6 % |
| Beckerman Institutional, LLC | 1.593.702 $ | +154.050 $ | +10,7 % | 1.439.652 $ | +14.017 $ | +1,0 % | 1.425.635 $ | -46.024 $ | -3,1 % | 1.471.659 $ | -16.341 $ | -1,1 % |
| Dedeker Financial LLC | 1.208.621 $ | -384.332 $ | -24,1 % | 1.592.953 $ | ||||||||
| Belleair Asset Management, LLC | 1.591.207 $ | +218.653 $ | +15,9 % | 1.372.554 $ | -183.492 $ | -11,8 % | 1.556.046 $ | |||||
| Cubist Systematic Strategies, LLC | 1.590.277 $ | |||||||||||
| Gilliland Jeter Wealth Management LLC | 1.589.577 $ | +339.180 $ | +27,1 % | 1.250.397 $ | -5.026 $ | -0,4 % | 1.255.423 $ | +507.854 $ | +67,9 % | 747.569 $ | +99.131 $ | +15,3 % |
| Manchester Capital Management LLC | 1.586.148 $ | +335.031 $ | +26,8 % | 1.251.117 $ | +163.097 $ | +15,0 % | 1.088.020 $ | +469.085 $ | +75,8 % | 618.935 $ | +77.370 $ | +14,3 % |
| Royal Harbor Partners, LLC | 1.580.055 $ | +925.368 $ | +141,3 % | 654.687 $ | +259 $ | +0,0 % | 654.428 $ | -1.811 $ | -0,3 % | 656.239 $ | +629 $ | +0,1 % |
| Trexquant Investment LP | 990.469 $ | -230.249 $ | -18,9 % | 1.220.718 $ | -341.422 $ | -21,9 % | 1.562.140 $ | -12.548 $ | -0,8 % | 1.574.688 $ | +258.991 $ | +19,7 % |
| ATTICUS WEALTH MANAGEMENT, LLC | 1.006.760 $ | +14.667 $ | +1,5 % | 992.093 $ | -361.843 $ | -26,7 % | 1.353.936 $ | -213.246 $ | -13,6 % | 1.567.182 $ | +5.994 $ | +0,4 % |
| Mittelman Wealth Management | 483.457 $ | -49.257 $ | -9,2 % | 532.714 $ | +54.168 $ | +11,3 % | 478.546 $ | -1.086.467 $ | -69,4 % | 1.565.013 $ | +1.207.213 $ | +337,4 % |
| Capital Management Associates, Inc | 1.559.578 $ | +135.446 $ | +9,5 % | 1.424.132 $ | -32.999 $ | -2,3 % | 1.457.131 $ | +15.940 $ | +1,1 % | 1.441.191 $ | +120.905 $ | +9,2 % |
| Front Row Advisors LLC | 1.557.958 $ | +274.800 $ | +21,4 % | 1.283.158 $ | +98.720 $ | +8,3 % | 1.184.438 $ | +62.367 $ | +5,6 % | 1.122.071 $ | +34.832 $ | +3,2 % |
| DOVER ADVISORS, LLC | 456.608 $ | +15.468 $ | +3,5 % | 441.140 $ | -15.468 $ | -3,4 % | 456.608 $ | -1.100.713 $ | -70,7 % | 1.557.321 $ | -19.575 $ | -1,2 % |
| Wealth High Governance Asset Management Ltda. | 1.554.676 $ | |||||||||||
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 479.000 $ | +9.000 $ | +1,9 % | 470.000 $ | +4.000 $ | +0,9 % | 466.000 $ | -1.086.000 $ | -70,0 % | 1.552.000 $ | +23.000 $ | +1,5 % |
| Tidal Investments LLC | 576.732 $ | +75.927 $ | +15,2 % | 500.805 $ | -565.656 $ | -53,0 % | 1.066.461 $ | -483.657 $ | -31,2 % | 1.550.118 $ | +1.023.990 $ | +194,6 % |
| SIH Partners, LLLP | 1.546.060 $ | |||||||||||
| Savior LLC | 1.531.442 $ | +1.175.506 $ | +330,3 % | 355.936 $ | +101.287 $ | +39,8 % | 254.649 $ | |||||
| GTS FINANCIAL, LLC | 1.530.162 $ | |||||||||||
| Tillman Hartley LLC | 1.530.083 $ | +225.482 $ | +17,3 % | 1.304.601 $ | +47.522 $ | +3,8 % | 1.257.079 $ | +34.662 $ | +2,8 % | 1.222.417 $ | +119.666 $ | +10,9 % |
| Prepared Retirement Institute LLC | 1.525.444 $ | +173.762 $ | +12,9 % | 1.351.682 $ | +25.728 $ | +1,9 % | 1.325.954 $ | +49.524 $ | +3,9 % | 1.276.430 $ | +168.352 $ | +15,2 % |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 881.958 $ | +62.071 $ | +7,6 % | 819.887 $ | -79.040 $ | -8,8 % | 898.927 $ | -623.987 $ | -41,0 % | 1.522.914 $ | -958.876 $ | -38,6 % |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 1.517.735 $ | +265.821 $ | +21,2 % | 1.251.914 $ | +18.467 $ | +1,5 % | 1.233.447 $ | +87.558 $ | +7,6 % | 1.145.889 $ | +90.885 $ | +8,6 % |
| Schuylkill Financial LLC | 1.512.619 $ | |||||||||||
| Hidden Cove Wealth Management, LLC | 516.109 $ | -155.536 $ | -23,2 % | 671.645 $ | -840.177 $ | -55,6 % | 1.511.822 $ | +216.969 $ | +16,8 % | 1.294.853 $ | -84.800 $ | -6,1 % |
| Finivi Inc. | 1.383.886 $ | -21.670 $ | -1,5 % | 1.405.556 $ | -104.301 $ | -6,9 % | 1.509.857 $ | |||||
| Johnson & White Wealth Management, LLC | 1.240.816 $ | +277.086 $ | +28,8 % | 963.730 $ | -544.838 $ | -36,1 % | 1.508.568 $ | +10.753 $ | +0,7 % | 1.497.815 $ | +62.815 $ | +4,4 % |
| MILLINGTON SECURITIES, LLC | 1.505.375 $ | |||||||||||
| Consilium Wealth Advisory, LLC | 1.503.663 $ | +114.181 $ | +8,2 % | 1.389.482 $ | -35.844 $ | -2,5 % | 1.425.326 $ | +22.752 $ | +1,6 % | 1.402.574 $ | +72.019 $ | +5,4 % |
| Abacus Planning Group, Inc. | 1.502.800 $ | +212.712 $ | +16,5 % | 1.290.088 $ | +27.771 $ | +2,2 % | 1.262.317 $ | -447 $ | -0,0 % | 1.262.764 $ | +176.701 $ | +16,3 % |
| Odyssey Capital Advisors, Inc. | 1.358.452 $ | -142.845 $ | -9,5 % | 1.501.297 $ | +219.768 $ | +17,1 % | 1.281.529 $ | |||||
| Signature Wealth Management Group | 1.497.526 $ | +145.361 $ | +10,8 % | 1.352.165 $ | -3.456 $ | -0,3 % | 1.355.621 $ | +12.295 $ | +0,9 % | |||
| MEYER HANDELMAN CO | 1.497.250 $ | +348.188 $ | +30,3 % | 1.149.062 $ | ||||||||
| Quantum Private Wealth, LLC | 1.109.360 $ | -180.127 $ | -14,0 % | 1.289.487 $ | -190.274 $ | -12,9 % | 1.479.761 $ | -10.077 $ | -0,7 % | 1.489.838 $ | -399.738 $ | -21,2 % |
| Oak Barrel Wealth Advisory LLC | 1.185.196 $ | -301.361 $ | -20,3 % | 1.486.557 $ | ||||||||
| Regatta Research & Money Management | 1.485.643 $ | |||||||||||
| Pacifica Partners Inc. | 1.483.698 $ | +192.272 $ | +14,9 % | 1.291.426 $ | +39.774 $ | +3,2 % | 1.251.652 $ | +202.835 $ | +19,3 % | 1.048.817 $ | +124.753 $ | +13,5 % |
| Forty-three Eighteen Advisors, LLC | 1.483.137 $ | |||||||||||
| Viewpoint Capital Management LLC | 1.478.611 $ | +262.101 $ | +21,5 % | 1.216.510 $ | +155.375 $ | +14,6 % | 1.061.135 $ | +89.804 $ | +9,2 % | 971.331 $ | +157.504 $ | +19,4 % |
| Palogic Value Management, L.P. | 1.475.040 $ | +397.952 $ | +36,9 % | 1.077.088 $ | +240.160 $ | +28,7 % | 836.928 $ | |||||
| DARA CAPITAL US, INC. | 1.472.066 $ | +232.609 $ | +18,8 % | 1.239.457 $ | +44.958 $ | +3,8 % | 1.194.499 $ | |||||
| KDK Private Wealth Management, LLC | 1.471.712 $ | +227.735 $ | +18,3 % | 1.243.977 $ | +18.017 $ | +1,5 % | 1.225.960 $ | +222.069 $ | +22,1 % | 1.003.891 $ | +425.163 $ | +73,5 % |
| October Effect Ltd | 1.464.390 $ | +335.501 $ | +29,7 % | 1.128.889 $ | +237.065 $ | +26,6 % | 891.824 $ | +91.467 $ | +11,4 % | 800.357 $ | +54.971 $ | +7,4 % |
| MATRIX PRIVATE CAPITAL GROUP LLC | 948.933 $ | -511.000 $ | -35,0 % | 1.459.933 $ | +72.939 $ | +5,3 % | 1.386.994 $ | +78.534 $ | +6,0 % | |||
| Genesis Wealth Advisors, LLC | 325.396 $ | +45.908 $ | +16,4 % | 279.488 $ | +10.137 $ | +3,8 % | 269.351 $ | -1.189.741 $ | -81,5 % | 1.459.092 $ | -44.065 $ | -2,9 % |
| Carolina Wealth Management Inc | 1.459.067 $ | |||||||||||
| Palisade Asset Management, LLC | 1.458.315 $ | +363.170 $ | +33,2 % | 1.095.145 $ | +93.029 $ | +9,3 % | 1.002.116 $ | -86.998 $ | -8,0 % | 1.089.114 $ | +422.600 $ | +63,4 % |
| CPA Asset Management Group, LLC | 264.343 $ | -246.845 $ | -48,3 % | 511.188 $ | -946.553 $ | -64,9 % | 1.457.741 $ | +26.641 $ | +1,9 % | 1.431.100 $ | -5.477 $ | -0,4 % |
| Advanced Asset Management Advisors Inc | 1.453.005 $ | +226.126 $ | +18,4 % | 1.226.879 $ | +26.343 $ | +2,2 % | 1.200.536 $ | +695.442 $ | +137,7 % | 505.094 $ | -17.703 $ | -3,4 % |
| Farrell Financial LLC | 1.451.760 $ | +185.531 $ | +14,7 % | 1.266.229 $ | +32.821 $ | +2,7 % | 1.233.408 $ | -4.080 $ | -0,3 % | 1.237.488 $ | +78.855 $ | +6,8 % |
| Solstein Capital, LLC | 1.445.748 $ | +220.537 $ | +18,0 % | 1.225.211 $ | +44.793 $ | +3,8 % | 1.180.418 $ | +21.930 $ | +1,9 % | 1.158.488 $ | +90.974 $ | +8,5 % |
| ADIRONDACK TRUST CO | 1.443.251 $ | +590.610 $ | +69,3 % | 852.641 $ | +155.321 $ | +22,3 % | 697.320 $ | +132.488 $ | +23,5 % | 564.832 $ | +207.486 $ | +58,1 % |
| Kesler, Norman & Wride, LLC | 912.651 $ | +100.021 $ | +12,3 % | 812.630 $ | +55.718 $ | +7,4 % | 756.912 $ | -676.993 $ | -47,2 % | 1.433.905 $ | +921.498 $ | +179,8 % |
| BROWN WEALTH MANAGEMENT, LLC | 1.432.700 $ | +944.308 $ | +193,4 % | 488.392 $ | +153.298 $ | +45,7 % | 335.094 $ | +9.886 $ | +3,0 % | 325.208 $ | +25.876 $ | +8,6 % |
| Biltmore Family Office, LLC | 1.431.573 $ | +448.951 $ | +45,7 % | 982.622 $ | +12.279 $ | +1,3 % | 970.343 $ | +119.516 $ | +14,0 % | 850.827 $ | +109.524 $ | +14,8 % |
| PERSONAL CFO SOLUTIONS, LLC | 778.687 $ | -647.834 $ | -45,4 % | 1.426.521 $ | +394.119 $ | +38,2 % | 1.032.402 $ | -240.865 $ | -18,9 % | 1.273.267 $ | +144.441 $ | +12,8 % |
| Cohen Capital Management, Inc. | 1.426.505 $ | +225.410 $ | +18,8 % | 1.201.095 $ | +43.567 $ | +3,8 % | 1.157.528 $ | +22.386 $ | +2,0 % | 1.135.142 $ | +101.425 $ | +9,8 % |
| Hubbell Strickland Wealth Management, LLC | 1.418.351 $ | +156.893 $ | +12,4 % | 1.261.458 $ | +294.395 $ | +30,4 % | 967.063 $ | +81.105 $ | +9,2 % | 885.958 $ | -155.941 $ | -15,0 % |
| Investment Research & Advisory Group, Inc. | 1.418.198 $ | +384.863 $ | +37,2 % | 1.033.335 $ | +60.257 $ | +6,2 % | 973.078 $ | +130.108 $ | +15,4 % | 842.970 $ | +149.388 $ | +21,5 % |
| Horizon Wealth Management, LLC | 1.415.995 $ | +224.019 $ | +18,8 % | 1.191.976 $ | +98.791 $ | +9,0 % | 1.093.185 $ | |||||
| Charter Oak Capital Management, LLC | 1.413.222 $ | +447.187 $ | +46,3 % | 966.035 $ | +112.292 $ | +13,2 % | 853.743 $ | +176.478 $ | +26,1 % | |||
| Sageworth Trust Co | 1.411.551 $ | +78.471 $ | +5,9 % | 1.333.080 $ | +50.068 $ | +3,9 % | 1.283.012 $ | +27.036 $ | +2,2 % | 1.255.976 $ | ||
| 180 WEALTH ADVISORS, LLC | 1.409.013 $ | +232.985 $ | +19,8 % | 1.176.028 $ | -135.381 $ | -10,3 % | 1.311.409 $ | +87.738 $ | +7,2 % | 1.223.671 $ | +104.392 $ | +9,3 % |
| Sequent Asset Management, LLC | 1.405.175 $ | +463.252 $ | +49,2 % | 941.923 $ | -7.077 $ | -0,7 % | 949.000 $ | +30.497 $ | +3,3 % | 918.503 $ | +581.966 $ | +172,9 % |
| FORTERIS WEALTH MANAGEMENT INC. | 1.404.369 $ | +186.640 $ | +15,3 % | 1.217.729 $ | -16.706 $ | -1,4 % | 1.234.435 $ | |||||
| HARMONY ASSET MANAGEMENT LLC | 1.403.809 $ | +412.246 $ | +41,6 % | 991.563 $ | -55.159 $ | -5,3 % | 1.046.722 $ | +267.186 $ | +34,3 % | 779.536 $ | -287.297 $ | -26,9 % |
| Lexington Hill Partners, LLC | 504.349 $ | -898.988 $ | -64,1 % | 1.403.337 $ | +44.744 $ | +3,3 % | 1.358.593 $ | |||||
| Penobscot Investment Management Company, Inc. | 423.064 $ | -979.885 $ | -69,8 % | 1.402.949 $ | +950.342 $ | +210,0 % | 452.607 $ | +37.800 $ | +9,1 % | |||
| INDEPENDENT INVESTORS INC | 1.321.775 $ | -46.726 $ | -3,4 % | 1.368.501 $ | -32.231 $ | -2,3 % | 1.400.732 $ | +11.916 $ | +0,9 % | 1.388.816 $ | +243.710 $ | +21,3 % |
| MN Wealth Advisors, LLC | 657.022 $ | +141.514 $ | +27,5 % | 515.508 $ | -882.703 $ | -63,1 % | 1.398.211 $ | +318.468 $ | +29,5 % | 1.079.743 $ | -167.265 $ | -13,4 % |
| Pettinga Financial Advisors LLC | 926.571 $ | -349.209 $ | -27,4 % | 1.275.780 $ | -121.933 $ | -8,7 % | 1.397.713 $ | +124.826 $ | +9,8 % | |||
| HOWE & RUSLING INC | 1.397.478 $ | +236.246 $ | +20,3 % | 1.161.232 $ | +129.707 $ | +12,6 % | 1.031.525 $ | +22.507 $ | +2,2 % | 1.009.018 $ | +11.451 $ | +1,1 % |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.395.668 $ | +317.583 $ | +29,5 % | 1.078.085 $ | -89.782 $ | -7,7 % | 1.167.867 $ | -26.543 $ | -2,2 % | 1.194.410 $ | +66.258 $ | +5,9 % |
| Private Wealth Group, LLC | 1.389.368 $ | +154.154 $ | +12,5 % | 1.235.214 $ | +293.736 $ | +31,2 % | 941.478 $ | +13.452 $ | +1,4 % | 928.026 $ | +64.506 $ | +7,5 % |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1.389.057 $ | +129.835 $ | +10,3 % | 1.259.222 $ | +4.648 $ | +0,4 % | 1.254.574 $ | +304.513 $ | +32,1 % | 950.061 $ | -12.319 $ | -1,3 % |
| PEDDOCK CAPITAL ADVISORS, LLC | 1.385.816 $ | +267.818 $ | +24,0 % | |||||||||
| Optimus Capital Advisors, LLC | 1.384.575 $ | +1.176.672 $ | +566,0 % | 207.903 $ | -22.140 $ | -9,6 % | 230.043 $ | |||||
| Hillcrest Wealth Advisors - NY, LLC | 1.382.434 $ | +218.446 $ | +18,8 % | 1.163.988 $ | +42.221 $ | +3,8 % | 1.121.767 $ | +15.102 $ | +1,4 % | 1.106.665 $ | -42.189 $ | -3,7 % |
| Cypress Capital Management LLC (WY) | 5.471 $ | -860.277 $ | -99,4 % | 865.748 $ | -75.226 $ | -8,0 % | 940.974 $ | -436.253 $ | -31,7 % | 1.377.227 $ | -63.621 $ | -4,4 % |
| RoundAngle Advisors LLC | 1.377.022 $ | +106.809 $ | +8,4 % | 1.270.213 $ | -13.338 $ | -1,0 % | 1.283.551 $ | -804 $ | -0,1 % | |||
| Corps Capital Advisors, LLC | 1.361.694 $ | +35.212 $ | +2,7 % | 1.326.482 $ | -48.466 $ | -3,5 % | 1.374.948 $ | +405.136 $ | +41,8 % | 969.812 $ | -1.404 $ | -0,1 % |
| D L CARLSON INVESTMENT GROUP INC | 512.375 $ | -16.753 $ | -3,2 % | 529.128 $ | -193.329 $ | -26,8 % | 722.457 $ | -649.655 $ | -47,3 % | 1.372.112 $ | +899.076 $ | +190,1 % |
| Camelot Portfolios, LLC | 1.369.542 $ | +389.683 $ | +39,8 % | 979.859 $ | +236.168 $ | +31,8 % | 743.691 $ | +118.824 $ | +19,0 % | 624.867 $ | -658.281 $ | -51,3 % |
| Emissary Wealth LLC | 1.369.329 $ | +422.102 $ | +44,6 % | 947.227 $ | -54.529 $ | -5,4 % | 1.001.756 $ | |||||
| Elite Financial, Inc. | 1.369.000 $ | |||||||||||
| Cadia Private Client LLC | 1.366.882 $ | +223.527 $ | +19,6 % | 1.143.355 $ | +515.841 $ | +82,2 % | 627.514 $ | |||||
| RCW Management, LLC | 1.364.320 $ | +368.984 $ | +37,1 % | 995.336 $ | +238.293 $ | +31,5 % | 757.043 $ | |||||
| Rather & Kittrell, Inc. | 1.360.162 $ | +174.999 $ | +14,8 % | 1.185.163 $ | -127.325 $ | -9,7 % | 1.312.488 $ | +16.233 $ | +1,3 % | 1.296.255 $ | +484.149 $ | +59,6 % |
| Evernest Financial Advisors, LLC | 1.360.006 $ | +81.865 $ | +6,4 % | 1.278.141 $ | -70.744 $ | -5,2 % | 1.348.885 $ | +91.957 $ | +7,3 % | 1.256.928 $ | +31.289 $ | +2,6 % |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1.357.431 $ | +124.754 $ | +10,1 % | 1.232.677 $ | -56.339 $ | -4,4 % | 1.289.016 $ | +27.555 $ | +2,2 % | 1.261.461 $ | +179.196 $ | +16,6 % |
| STRATEGIC ADVISORY PARTNERS, LLC | 1.354.558 $ | +200.521 $ | +17,4 % | 1.154.037 $ | +231.442 $ | +25,1 % | 922.595 $ | |||||
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1.347.000 $ | -6.440 $ | -0,5 % | 1.353.440 $ | +3.310 $ | +0,2 % | 1.350.130 $ | +5.912 $ | +0,4 % | |||
| Conservest Capital Advisors, Inc. | 1.351.055 $ | +245.640 $ | +22,2 % | 1.105.415 $ | +43.407 $ | +4,1 % | 1.062.008 $ | +41.690 $ | +4,1 % | 1.020.318 $ | +79.340 $ | +8,4 % |
| William Howard & Co Financial Advisors Inc | 1.347.549 $ | +213.519 $ | +18,8 % | 1.134.030 $ | +25.874 $ | +2,3 % | 1.108.156 $ | -19.285 $ | -1,7 % | 1.127.441 $ | +69.162 $ | +6,5 % |
| RAM Investment Partners, LLC | 1.343.758 $ | +375.460 $ | +38,8 % | 968.298 $ | -30.834 $ | -3,1 % | 999.132 $ | -7.537 $ | -0,7 % | 1.006.669 $ | +78.059 $ | +8,4 % |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.339.523 $ | +194.367 $ | +17,0 % | 1.145.156 $ | +8.399 $ | +0,7 % | 1.136.757 $ | +21.984 $ | +2,0 % | 1.114.773 $ | +87.540 $ | +8,5 % |
| ASL Financial, LLC | 1.335.647 $ | +225.765 $ | +20,3 % | 1.109.882 $ | +141.205 $ | +14,6 % | 968.677 $ | |||||
| Smart Money Group LLC | 1.206.707 $ | +206.831 $ | +20,7 % | 999.876 $ | -330.830 $ | -24,9 % | 1.330.706 $ | +203.931 $ | +18,1 % | 1.126.775 $ | +907.898 $ | +414,8 % |
| Greenline Partners, LLC | 1.327.925 $ | +209.833 $ | +18,8 % | 1.118.092 $ | +40.555 $ | +3,8 % | 1.077.537 $ | +20.839 $ | +2,0 % | 1.056.698 $ | +94.417 $ | +9,8 % |
| AIRE ADVISORS, LLC | 1.327.289 $ | +132.309 $ | +11,1 % | 1.194.980 $ | +221.081 $ | +22,7 % | 973.899 $ | +7.602 $ | +0,8 % | 966.297 $ | +84.016 $ | +9,5 % |
| Drake & Associates, LLC | 1.327.234 $ | +518.882 $ | +64,2 % | 808.352 $ | -29.922 $ | -3,6 % | 838.274 $ | -50.392 $ | -5,7 % | 888.666 $ | -7.563.615 $ | -89,5 % |
| CacheTech Inc. | 272.213 $ | +23.410 $ | +9,4 % | 248.803 $ | -1.073.057 $ | -81,2 % | 1.321.860 $ | +1.081.957 $ | +451,0 % | 239.903 $ | -196.361 $ | -45,0 % |
| Strategic Wealth Investment Group, LLC | 1.318.973 $ | +439.806 $ | +50,0 % | 879.167 $ | +640.901 $ | +269,0 % | 238.266 $ | +236.746 $ | +15.575,4 % | |||
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1.318.564 $ | +363.502 $ | +38,1 % | 955.062 $ | +20.514 $ | +2,2 % | 934.548 $ | +81.942 $ | +9,6 % | |||
| VERITY Wealth Advisors | 1.318.140 $ | +212.431 $ | +19,2 % | 1.105.709 $ | +290.568 $ | +35,6 % | 815.141 $ | +24.337 $ | +3,1 % | 790.804 $ | +70.659 $ | +9,8 % |
| BURKE & HERBERT BANK & TRUST CO | 1.317.451 $ | +683.427 $ | +107,8 % | 634.024 $ | -15.483 $ | -2,4 % | 649.507 $ | -239.967 $ | -27,0 % | 889.474 $ | +246.886 $ | +38,4 % |
| Mid-American Wealth Advisory Group, Inc. | 1.298.460 $ | -18.533 $ | -1,4 % | 1.316.993 $ | +0 $ | +0,0 % | 1.316.993 $ | +129.734 $ | +10,9 % | 1.187.259 $ | +1.129.124 $ | +1.942,2 % |
| WealthSpring Partners, LLC | 968.316 $ | -347.113 $ | -26,4 % | 1.315.429 $ | +850.297 $ | +182,8 % | 465.132 $ | |||||
| C2C Wealth Management, LLC | 1.314.257 $ | +186.748 $ | +16,6 % | 1.127.509 $ | +37.537 $ | +3,4 % | 1.089.972 $ | -21.110 $ | -1,9 % | 1.111.082 $ | +94.474 $ | +9,3 % |
| IFG Advisors, LLC | 1.310.914 $ | +123.112 $ | +10,4 % | 1.187.802 $ | -70.288 $ | -5,6 % | 1.258.090 $ | +143.523 $ | +12,9 % | 1.114.567 $ | +84.389 $ | +8,2 % |
| Dynamic Financial Group | 1.309.370 $ | +123.657 $ | +10,4 % | 1.185.713 $ | +191.214 $ | +19,2 % | 994.499 $ | +318.856 $ | +47,2 % | 675.643 $ | +26.146 $ | +4,0 % |
| KELLY FINANCIAL GROUP LLC | 1.301.402 $ | +187.335 $ | +16,8 % | 1.114.067 $ | +25.330 $ | +2,3 % | 1.088.737 $ | +14.460 $ | +1,3 % | 1.074.277 $ | +193.937 $ | +22,0 % |
| Fiera Capital Corp | 1.297.786 $ | +130.530 $ | +11,2 % | 1.167.256 $ | +4.165 $ | +0,4 % | 1.163.091 $ | +39.007 $ | +3,5 % | 1.124.084 $ | +64.706 $ | +6,1 % |
| LANDAAS & CO /WI /ADV | 1.294.890 $ | +589.228 $ | +83,5 % | 705.662 $ | +148.848 $ | +26,7 % | 556.814 $ | +109.814 $ | +24,6 % | 447.000 $ | +50.000 $ | +12,6 % |
| ACTION POINT FINANCIAL PLANNING, LLC | 1.294.678 $ | |||||||||||
| YOUSIF CAPITAL MANAGEMENT, LLC | 1.237.754 $ | +86.097 $ | +7,5 % | 1.151.657 $ | -135.840 $ | -10,6 % | 1.287.497 $ | -357.445 $ | -21,7 % | |||
| Monetary Solutions, Ltd | 1.287.132 $ | +23.910 $ | +1,9 % | 1.263.222 $ | +57.010 $ | +4,7 % | 1.206.212 $ | |||||
| Rose Capital Advisors LLC | 1.283.111 $ | |||||||||||
| KING LUTHER CAPITAL MANAGEMENT CORP | 1.215.638 $ | +104.762 $ | +9,4 % | 1.110.876 $ | -149.464 $ | -11,9 % | 1.260.340 $ | -22.114 $ | -1,7 % | 1.282.454 $ | -4.718 $ | -0,4 % |
| BAKER BOYER NATIONAL BANK | 1.275.984 $ | +201.624 $ | +18,8 % | 1.074.360 $ | +38.971 $ | +3,8 % | 1.035.389 $ | +72.166 $ | +7,5 % | 963.223 $ | +45.785 $ | +5,0 % |
| FLP Wealth Management, LLC | 1.274.627 $ | +369.588 $ | +40,8 % | 905.039 $ | -60.758 $ | -6,3 % | 965.797 $ | +261.994 $ | +37,2 % | 703.803 $ | +257.436 $ | +57,7 % |
| Sound Financial Strategies Group, LLC | 1.272.856 $ | +125.203 $ | +10,9 % | 1.147.653 $ | +467.223 $ | +68,7 % | 680.430 $ | -5.898 $ | -0,9 % | 686.328 $ | +84.378 $ | +14,0 % |
| Breakwater Investment Management | 1.271.755 $ | +830.324 $ | +188,1 % | 441.431 $ | +184.196 $ | +71,6 % | 257.235 $ | +11.983 $ | +4,9 % | 245.252 $ | +20.043 $ | +8,9 % |
| Sanchez Levi Garrett | 1.263.889 $ | +116.479 $ | +10,2 % | 1.147.410 $ | ||||||||
| MARQUETTE ASSOCIATES, INC. | 655.923 $ | -606.901 $ | -48,1 % | 1.262.824 $ | +661.215 $ | +109,9 % | 601.609 $ | -36.954 $ | -5,8 % | 638.563 $ | +22.951 $ | +3,7 % |
| CIDEL ASSET MANAGEMENT INC | 1.262.070 $ | +192.450 $ | +18,0 % | 1.069.620 $ | ||||||||
| Cascades Capital Asset Management, LLC | 885.728 $ | +59.492 $ | +7,2 % | 826.236 $ | -248.295 $ | -23,1 % | 1.074.531 $ | -185.560 $ | -14,7 % | 1.260.091 $ | -117.523 $ | -8,5 % |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 1.255.390 $ | +204.081 $ | +19,4 % | 1.051.309 $ | +38.133 $ | +3,8 % | 1.013.176 $ | +31.402 $ | +3,2 % | 981.774 $ | +87.783 $ | +9,8 % |
| LAFFER TENGLER INVESTMENTS, INC. | 1.248.233 $ | +197.240 $ | +18,8 % | 1.050.993 $ | +38.122 $ | +3,8 % | 1.012.871 $ | +19.588 $ | +2,0 % | 993.283 $ | ||
| BAROMETER CAPITAL MANAGEMENT INC. | 1.153.080 $ | -92.684 $ | -7,4 % | 1.245.764 $ | +411.104 $ | +49,3 % | 834.660 $ | +423.372 $ | +102,9 % | 411.288 $ | ||
| Range Financial Group LLC | 1.245.361 $ | +104.041 $ | +9,1 % | 1.141.320 $ | +25.182 $ | +2,3 % | 1.116.138 $ | +69.326 $ | +6,6 % | 1.046.812 $ | +70.930 $ | +7,3 % |
| Bank of Marin | 1.018.224 $ | -224.802 $ | -18,1 % | 1.243.026 $ | +152.837 $ | +14,0 % | 1.090.189 $ | +36.906 $ | +3,5 % | 1.053.283 $ | +100.685 $ | +10,6 % |
| Wellington Shields Capital Management, LLC | 828.262 $ | -27.442 $ | -3,2 % | 855.704 $ | -387.278 $ | -31,2 % | 1.242.982 $ | +3.830 $ | +0,3 % | 1.239.152 $ | +17.040 $ | +1,4 % |
| Mitsubishi UFJ Asset Management Co., Ltd. | 153.791 $ | -1.085.720 $ | -87,6 % | 1.239.511 $ | +215.896 $ | +21,1 % | 1.023.615 $ | -279.529 $ | -21,5 % | |||
| BLKBRD Asset Management, LP | 1.237.714 $ | |||||||||||
| Farmers & Merchants Trust Co of Long Beach | 1.237.487 $ | +641.927 $ | +107,8 % | 595.560 $ | +323.184 $ | +118,7 % | 272.376 $ | -710.066 $ | -72,3 % | 982.442 $ | +23.699 $ | +2,5 % |
| Capital CS Group, LLC | 1.234.432 $ | +1.021.152 $ | +478,8 % | 213.280 $ | -40.583 $ | -16,0 % | 253.863 $ | -26.877 $ | -9,6 % | 280.740 $ | +30.727 $ | +12,3 % |
| CARDIFF PARK ADVISORS, LLC | 1.122.671 $ | +41.033 $ | +3,8 % | 1.081.638 $ | -20.910 $ | -1,9 % | 1.102.548 $ | -123.631 $ | -10,1 % | 1.226.179 $ | +52.715 $ | +4,5 % |
| Main Management LLC | 4.725 $ | +700 $ | +17,4 % | 4.025 $ | -1.221.975 $ | -99,7 % | 1.226.000 $ | +1.224.805 $ | +102.494,1 % | 1.195 $ | +806 $ | +207,2 % |
| Canal Capital Management, LLC | 1.031.250 $ | -193.886 $ | -15,8 % | 1.225.136 $ | +50.815 $ | +4,3 % | 1.174.321 $ | +28.375 $ | +2,5 % | 1.145.946 $ | +90.223 $ | +8,5 % |
| Highview Capital Management LLC/DE/ | 1.216.505 $ | +630.047 $ | +107,4 % | 586.458 $ | +24.432 $ | +4,3 % | 562.026 $ | -15.433 $ | -2,7 % | 577.459 $ | +51.596 $ | +9,8 % |
| PBMares Wealth Management LLC | 1.210.101 $ | +76.315 $ | +6,7 % | |||||||||
| Kondo Wealth Advisors, Inc. | 1.209.897 $ | +183.455 $ | +17,9 % | 1.026.442 $ | +82.741 $ | +8,8 % | 943.701 $ | +60.044 $ | +6,8 % | 883.657 $ | +74.305 $ | +9,2 % |
| MB Generational Wealth, LLC | 1.208.411 $ | +142.511 $ | +13,4 % | 1.065.900 $ | -13.172 $ | -1,2 % | 1.079.072 $ | -50.731 $ | -4,5 % | 1.129.803 $ | ||
| Bristlecone Value Partners, LLC | 1.166.168 $ | -33.978 $ | -2,8 % | 1.200.146 $ | ||||||||
| Exit Wealth Advisors, LLC. | 1.195.922 $ | -3.628 $ | -0,3 % | 1.199.550 $ | +338.023 $ | +39,2 % | 861.527 $ | +74.291 $ | +9,4 % | 787.236 $ | ||
| McLean Asset Management Corp | 1.188.875 $ | +36.609 $ | +3,2 % | 1.152.266 $ | +398 $ | +0,0 % | 1.151.868 $ | -42.688 $ | -3,6 % | 1.194.556 $ | +17.623 $ | +1,5 % |
| Washington Trust Advisors, Inc. | 1.191.711 $ | +107.775 $ | +9,9 % | 1.083.936 $ | +63.744 $ | +6,2 % | 1.020.192 $ | +41.844 $ | +4,3 % | 978.348 $ | +139.061 $ | +16,6 % |
| Fiduciary Wealth Partners, LLC | 1.182.292 $ | +161.361 $ | +15,8 % | 1.020.931 $ | ||||||||
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1.182.161 $ | +145.840 $ | +14,1 % | 1.036.321 $ | -11.571 $ | -1,1 % | 1.047.892 $ | -97.263 $ | -8,5 % | 1.145.155 $ | +106.986 $ | +10,3 % |
| Warren Street Wealth Advisors, LLC | 1.182.129 $ | +61.596 $ | +5,5 % | 1.120.533 $ | +62.341 $ | +5,9 % | 1.058.192 $ | -13.366 $ | -1,2 % | 1.071.558 $ | +35.643 $ | +3,4 % |
| TRED AVON FAMILY WEALTH, LLC | 921.156 $ | -3.388 $ | -0,4 % | 924.544 $ | +100.796 $ | +12,2 % | 823.748 $ | -355.498 $ | -30,1 % | 1.179.246 $ | ||
| Birch Capital Management, LLC | 1.175.715 $ | +113.664 $ | +10,7 % | 1.062.051 $ | +30.673 $ | +3,0 % | 1.031.378 $ | -4.173 $ | -0,4 % | 1.035.551 $ | +33.405 $ | +3,3 % |
| SIMA Wealth Partners, LLC | 1.171.086 $ | +167.342 $ | +16,7 % | 1.003.744 $ | +16.590 $ | +1,7 % | 987.154 $ | +17.999 $ | +1,9 % | 969.155 $ | +65.337 $ | +7,2 % |
| Phoenix Financial Ltd. | 1.169.812 $ | +74.743 $ | +6,8 % | |||||||||
| PFW Advisors LLC | 1.168.912 $ | +355.542 $ | +43,7 % | 813.370 $ | +197.671 $ | +32,1 % | 615.699 $ | +290.882 $ | +89,6 % | 324.817 $ | -84.987 $ | -20,7 % |
| Discipline Wealth Solutions, LLC | 1.167.415 $ | +481.952 $ | +70,3 % | 685.463 $ | -203.482 $ | -22,9 % | 888.945 $ | +328.003 $ | +58,5 % | 560.942 $ | ||
| VOISARD ASSET MANAGEMENT GROUP, INC. | 789.319 $ | +97.548 $ | +14,1 % | 691.771 $ | -186.488 $ | -21,2 % | 878.259 $ | -288.702 $ | -24,7 % | 1.166.961 $ | +29.239 $ | +2,6 % |
| INVESTED ADVISORS | 1.164.565 $ | +179.834 $ | +18,3 % | 984.731 $ | +27.653 $ | +2,9 % | 957.078 $ | -3.181 $ | -0,3 % | 960.259 $ | ||
| Investment Research Partners LLC | 1.164.316 $ | +183.980 $ | +18,8 % | 980.336 $ | +13.714 $ | +1,4 % | 966.622 $ | -15.581 $ | -1,6 % | 982.203 $ | ||
| LOGAN CAPITAL MANAGEMENT INC | 1.164.030 $ | +1.103.252 $ | +1.815,2 % | 60.778 $ | +59.779 $ | +5.983,9 % | ||||||
| Private Capital Advisors, Inc. | 1.162.288 $ | +342.545 $ | +41,8 % | 819.743 $ | +234.999 $ | +40,2 % | 584.744 $ | -233.442 $ | -28,5 % | 818.186 $ | +26.201 $ | +3,3 % |
| Battery Global Advisors, LLC | 1.157.611 $ | +108.876 $ | +10,4 % | 1.048.735 $ | +2.235 $ | +0,2 % | 1.046.500 $ | +0 $ | +0,0 % | 1.046.500 $ | +90.990 $ | +9,5 % |
| Kings Path Partners LLC | 866.415 $ | +88.031 $ | +11,3 % | 778.384 $ | +24.940 $ | +3,3 % | 753.444 $ | -403.910 $ | -34,9 % | 1.157.354 $ | +76.425 $ | +7,1 % |
| AGF MANAGEMENT LTD | 1.157.274 $ | +182.867 $ | +18,8 % | 974.407 $ | +35.344 $ | +3,8 % | 939.063 $ | +17.502 $ | +1,9 % | 921.561 $ | +52.327 $ | +6,0 % |
| Beta Wealth Group, Inc. | 1.155.755 $ | +385.340 $ | +50,0 % | 770.415 $ | +177.874 $ | +30,0 % | 592.541 $ | -359.985 $ | -37,8 % | 952.526 $ | -14.102.317 $ | -93,7 % |
| Atlantic Private Wealth, LLC | 1.153.218 $ | +29.229 $ | +2,6 % | 1.123.989 $ | -9.332 $ | -0,8 % | 1.133.321 $ | +244.038 $ | +27,4 % | 889.283 $ | +297.883 $ | +50,4 % |
| FNY Investment Advisers, LLC | 1.153.000 $ | +112.000 $ | +10,8 % | 1.041.000 $ | -100.000 $ | -8,8 % | 1.141.000 $ | +62.000 $ | +5,7 % | 1.079.000 $ | -464.000 $ | -30,1 % |
| WAYSTONE ADVISORS LLC | 1.152.883 $ | +305.692 $ | +36,1 % | 847.191 $ | +15.073 $ | +1,8 % | 832.118 $ | |||||
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 1.151.890 $ | +133.679 $ | +13,1 % | 1.018.211 $ | -86.012 $ | -7,8 % | 1.104.223 $ | +50.953 $ | +4,8 % | 1.053.270 $ | +94.111 $ | +9,8 % |
| Sincerus Advisory, LLC | 1.150.036 $ | +36.752 $ | +3,3 % | 1.113.284 $ | +185.156 $ | +19,9 % | 928.128 $ | +5.394 $ | +0,6 % | 922.734 $ | -2.165 $ | -0,2 % |
| Larry Mathis Financial Planning, LLC | 1.145.711 $ | |||||||||||
| Legacy Wealth Asset Management, LLC | 461.336 $ | -165.649 $ | -26,4 % | 626.985 $ | -515.284 $ | -45,1 % | 1.142.269 $ | +775.226 $ | +211,2 % | 367.043 $ | +32.796 $ | +9,8 % |
| Novak & Powell Financial Services, Inc. | 760.871 $ | -158.771 $ | -17,3 % | 919.642 $ | -219.160 $ | -19,2 % | 1.138.802 $ | +277.154 $ | +32,2 % | 861.648 $ | +429.460 $ | +99,4 % |
| Wall Street Financial Group, Inc. | 1.076.888 $ | -61.348 $ | -5,4 % | 1.138.236 $ | +404.782 $ | +55,2 % | 733.454 $ | |||||
| GREENWOOD CAPITAL ASSOCIATES LLC | 982.404 $ | -155.499 $ | -13,7 % | 1.137.903 $ | +128.358 $ | +12,7 % | 1.009.545 $ | +97.406 $ | +10,7 % | 912.139 $ | ||
| TKG Advisors, LLC | 1.137.843 $ | +162.840 $ | +16,7 % | 975.003 $ | +187.262 $ | +23,8 % | 787.741 $ | +256.921 $ | +48,4 % | 530.820 $ | +14.814 $ | +2,9 % |
| MUIRFIELD WEALTH ADVISORS LLC | 1.137.641 $ | +171.726 $ | +17,8 % | 965.915 $ | -23.523 $ | -2,4 % | 989.438 $ | -15.306 $ | -1,5 % | 1.004.744 $ | +25.026 $ | +2,6 % |
| Pathfinder Wealth Consulting, Inc. | 884.919 $ | -251.655 $ | -22,1 % | 1.136.574 $ | ||||||||
| EVOKE WEALTH, LLC | 849.834 $ | -124.955 $ | -12,8 % | 974.789 $ | -159.853 $ | -14,1 % | 1.134.642 $ | +238.372 $ | +26,6 % | |||
| C M BIDWELL & ASSOCIATES LTD | 1.134.220 $ | +357.596 $ | +46,0 % | 776.624 $ | +12.132 $ | +1,6 % | 764.492 $ | +14.064 $ | +1,9 % | 750.428 $ | +27.686 $ | +3,8 % |
| Pegasus Asset Management, Inc. | 1.132.820 $ | +377.785 $ | +50,0 % | 755.035 $ | +50.410 $ | +7,2 % | 704.625 $ | +66.703 $ | +10,5 % | 637.922 $ | +169.762 $ | +36,3 % |
| Walser Wealth Management Company, A Ltd Liability Co | 1.129.567 $ | +458.996 $ | +68,4 % | 670.571 $ | +389.502 $ | +138,6 % | 281.069 $ | |||||
| Mattson Financial Services, LLC | 1.128.746 $ | +382.348 $ | +51,2 % | 746.398 $ | -11.335 $ | -1,5 % | 757.733 $ | +160.361 $ | +26,8 % | 597.372 $ | ||
| Massar Capital Management, LP | 1.124.345 $ | |||||||||||
| Clear Harbor Asset Management, LLC | 1.122.887 $ | +525.469 $ | +88,0 % | 597.418 $ | -122.628 $ | -17,0 % | 720.046 $ | +10.232 $ | +1,4 % | 709.814 $ | +61.807 $ | +9,5 % |
| Cooksen Wealth, LLC | 908.773 $ | +62.230 $ | +7,4 % | 846.543 $ | -275.036 $ | -24,5 % | 1.121.579 $ | +628.810 $ | +127,6 % | 492.769 $ | -367.862 $ | -42,7 % |
| TruNorth Capital Management, LLC | 1.121.239 $ | +174.871 $ | +18,5 % | 946.368 $ | +29.353 $ | +3,2 % | 917.015 $ | -157.470 $ | -14,7 % | 1.074.485 $ | +91.500 $ | +9,3 % |
| CVFG LLC | 1.120.516 $ | +480.645 $ | +75,1 % | 639.871 $ | +257.749 $ | +67,5 % | 382.122 $ | +27.945 $ | +7,9 % | 354.177 $ | +40.148 $ | +12,8 % |
| Avion Wealth | 1.005.000 $ | +546.000 $ | +119,0 % | 459.000 $ | -655.000 $ | -58,8 % | 1.114.000 $ | +78.000 $ | +7,5 % | 1.036.000 $ | +510.000 $ | +97,0 % |
| Abbot Financial Management, Inc. | 1.113.833 $ | +113.701 $ | +11,4 % | 1.000.132 $ | +209.066 $ | +26,4 % | 791.066 $ | -15.341 $ | -1,9 % | 806.407 $ | +102.928 $ | +14,6 % |
| OFS Enterprise LLC | 1.113.756 $ | +160.178 $ | +16,8 % | 953.578 $ | ||||||||
| Avise Financial Cooperative, Inc. | 1.111.438 $ | +908.174 $ | +446,8 % | 203.264 $ | -104.323 $ | -33,9 % | 307.587 $ | |||||
| DAVIDSON TRUST CO | 1.110.740 $ | +241.050 $ | +27,7 % | 869.690 $ | +25.692 $ | +3,0 % | 843.998 $ | +43.702 $ | +5,5 % | 800.296 $ | +71.507 $ | +9,8 % |
| Sonoma Private Wealth LLC | 754.219 $ | -355.874 $ | -32,1 % | 1.110.093 $ | +27.218 $ | +2,5 % | 1.082.875 $ | +54.050 $ | +5,3 % | |||
| Bellwether Advisors, LLC | 1.099.195 $ | -10.860 $ | -1,0 % | 1.110.055 $ | +2.715 $ | +0,2 % | 1.107.340 $ | -105.978 $ | -8,7 % | |||
| MACKENZIE FINANCIAL CORP | 1.107.571 $ | +337.531 $ | +43,8 % | 770.040 $ | +63.837 $ | +9,0 % | 706.203 $ | +290.248 $ | +69,8 % | 415.955 $ | ||
| Pine Harbor Wealth Management, LLC | 1.106.951 $ | +52.370 $ | +5,0 % | 1.054.581 $ | +12.589 $ | +1,2 % | 1.041.992 $ | +25.323 $ | +2,5 % | 1.016.669 $ | +7.745 $ | +0,8 % |
| Ethos Capital Management, Inc. | 642.737 $ | -192.755 $ | -23,1 % | 835.492 $ | -269.596 $ | -24,4 % | 1.105.088 $ | |||||
| Miller Global Investments, LLC | 1.086.813 $ | -18.200 $ | -1,6 % | 1.105.013 $ | +65.604 $ | +6,3 % | 1.039.409 $ | |||||
| Independent Wealth Advisors LLC | 1.102.455 $ | +353.781 $ | +47,3 % | 748.674 $ | -281.970 $ | -27,4 % | 1.030.644 $ | |||||
| Paller Financial Services Inc | 1.000.744 $ | -50.677 $ | -4,8 % | 1.051.421 $ | -47.609 $ | -4,3 % | 1.099.030 $ | |||||
| HighMark Wealth Management LLC | 749.309 $ | -5.079 $ | -0,7 % | 754.388 $ | -344.245 $ | -31,3 % | 1.098.633 $ | +32.674 $ | +3,1 % | 1.065.959 $ | +4.684 $ | +0,4 % |
| Aberdeen Group plc | 1.098.609 $ | +42.981 $ | +4,1 % | |||||||||
| Idaho Trust Co | 743.387 $ | -78.551 $ | -9,6 % | 821.938 $ | -119.511 $ | -12,7 % | 941.449 $ | -155.820 $ | -14,2 % | 1.097.269 $ | -960.441 $ | -46,7 % |
| BOURGEON CAPITAL MANAGEMENT LLC | 671.276 $ | -72.452 $ | -9,7 % | 743.728 $ | -351.237 $ | -32,1 % | 1.094.965 $ | +109.765 $ | +11,1 % | 985.200 $ | +38.835 $ | +4,1 % |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 1.092.757 $ | +344.051 $ | +46,0 % | 748.706 $ | -40.241 $ | -5,1 % | 788.947 $ | |||||
| Almanack Investment Partners, LLC. | 1.090.917 $ | |||||||||||
| Bienville Capital Management, LLC | 1.086.612 $ | |||||||||||
| SHRIER WEALTH MANAGEMENT, LLC | 1.086.405 $ | +220.274 $ | +25,4 % | 866.131 $ | +37.467 $ | +4,5 % | 828.664 $ | |||||
| Chung Wu Investment Group, LLC | 1.085.030 $ | +67.071 $ | +6,6 % | 1.017.959 $ | +180.511 $ | +21,6 % | 837.448 $ | -3.039 $ | -0,4 % | 840.487 $ | -3.322.517 $ | -79,8 % |
| 55 North Private Wealth, LLC | 724.896 $ | -357.796 $ | -33,0 % | 1.082.692 $ | ||||||||
| Oldfather Financial Services, LLC | 1.081.412 $ | +858.737 $ | +385,6 % | 222.675 $ | +19.361 $ | +9,5 % | ||||||
| MAIMON WEALTH MANAGEMENT LTD. | 1.079.354 $ | +131.532 $ | +13,9 % | 947.822 $ | -27.932 $ | -2,9 % | 975.754 $ | |||||
| Fort Sheridan Advisors LLC | 1.079.182 $ | +287.767 $ | +36,4 % | 791.415 $ | +520.072 $ | +191,7 % | 271.343 $ | -551.879 $ | -67,0 % | |||
| CENTRAL VALLEY ADVISORS, LLC | 596.810 $ | +111.142 $ | +22,9 % | 485.668 $ | +218.560 $ | +81,8 % | 267.108 $ | -811.870 $ | -75,2 % | 1.078.978 $ | -8.237.582 $ | -88,4 % |
| Westbourne Investment Advisors, Inc. | 1.078.768 $ | +24.520 $ | +2,3 % | 1.054.248 $ | +6.756 $ | +0,6 % | 1.047.492 $ | +53.952 $ | +5,4 % | 993.540 $ | ||
| Vanguard National Trust Co | 1.076.257 $ | +188.549 $ | +21,2 % | 887.708 $ | ||||||||
| Henrickson Nauta Wealth Advisors, Inc. | 1.075.617 $ | +422.822 $ | +64,8 % | 652.795 $ | -5.937 $ | -0,9 % | 658.732 $ | +105.272 $ | +19,0 % | 553.460 $ | ||
| Shade Tree Advisors LLC | 1.072.198 $ | +169.424 $ | +18,8 % | 902.774 $ | +32.746 $ | +3,8 % | 870.028 $ | +215.442 $ | +32,9 % | 654.586 $ | +58.488 $ | +9,8 % |
| WIREGRASS INVESTMENT MANAGEMENT LLC | 1.070.995 $ | +60.072 $ | +5,9 % | 1.010.923 $ | +6.331 $ | +0,6 % | 1.004.592 $ | |||||
| MORTON COMMUNITY BANK | 1.066.268 $ | -233.966 $ | -18,0 % | |||||||||
| Western Financial Corp/CA | 248.401 $ | +38.137 $ | +18,1 % | 210.264 $ | -854.414 $ | -80,3 % | 1.064.678 $ | +10.975 $ | +1,0 % | |||
| River Street Advisors LLC | 1.064.304 $ | +224.308 $ | +26,7 % | 839.996 $ | +66.339 $ | +8,6 % | 773.657 $ | +13.771 $ | +1,8 % | 759.886 $ | +22.058 $ | +3,0 % |
| QUANTIFY CHAOS ADVISORS, LLC | 1.059.629 $ | +463.753 $ | +77,8 % | 595.876 $ | +314.346 $ | +111,7 % | 281.530 $ | |||||
| SAWGRASS ASSET MANAGEMENT LLC | 1.057.424 $ | -20.956 $ | -1,9 % | |||||||||
| Orin Green Financial, LLC | 957.774 $ | +54.147 $ | +6,0 % | 903.627 $ | -49.330 $ | -5,2 % | 952.957 $ | -104.347 $ | -9,9 % | 1.057.304 $ | +12.434 $ | +1,2 % |
| South Shore Capital Advisors | 1.010.021 $ | +99.463 $ | +10,9 % | 910.558 $ | -144.426 $ | -13,7 % | 1.054.984 $ | |||||
| Clare Market Investments LLC | 1.052.165 $ | +145.415 $ | +16,0 % | 906.750 $ | ||||||||
| INVESTMENT PARTNERS, LTD. | 1.051.165 $ | +99.772 $ | +10,5 % | 951.393 $ | +27.734 $ | +3,0 % | 923.659 $ | +8.496 $ | +0,9 % | 915.163 $ | +66.805 $ | +7,9 % |
| Mendota Financial Group, LLC | 932.081 $ | +8.772 $ | +1,0 % | 923.309 $ | -68.636 $ | -6,9 % | 991.945 $ | -59.180 $ | -5,6 % | 1.051.125 $ | +910.435 $ | +647,1 % |
| Mallini Complete Financial Planning LLC | 769.734 $ | +5.239 $ | +0,7 % | 764.495 $ | -285.123 $ | -27,2 % | 1.049.618 $ | +2.088 $ | +0,2 % | 1.047.530 $ | +8.316 $ | +0,8 % |
| Advisors Preferred, LLC | 73.239 $ | -976.105 $ | -93,0 % | 1.049.344 $ | +1.032.466 $ | +6.117,2 % | 16.878 $ | |||||
| KLCM Advisors, Inc. | 1.024.136 $ | +77.934 $ | +8,2 % | 946.202 $ | -100.506 $ | -9,6 % | 1.046.708 $ | |||||
| MATTERN CAPITAL MANAGEMENT, LLC | 748.415 $ | -297.496 $ | -28,4 % | 1.045.911 $ | +52.044 $ | +5,2 % | 993.867 $ | +17.711 $ | +1,8 % | 976.156 $ | +76.374 $ | +8,5 % |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 323.080 $ | +98.860 $ | +44,1 % | 224.220 $ | -821.060 $ | -78,5 % | 1.045.280 $ | +803.160 $ | +331,7 % | 242.120 $ | ||
| Bey-Douglas LLC | 1.044.119 $ | +270.611 $ | +35,0 % | 773.508 $ | -235.763 $ | -23,4 % | 1.009.271 $ | -292.697 $ | -22,5 % | |||
| Valued Wealth Advisors LLC | 867.654 $ | -114.838 $ | -11,7 % | 982.492 $ | -38.715 $ | -3,8 % | 1.021.207 $ | -22.771 $ | -2,2 % | 1.043.978 $ | +77.810 $ | +8,1 % |
| Keenan, LLC | 472.501 $ | -59.353 $ | -11,2 % | 531.854 $ | -510.131 $ | -49,0 % | 1.041.985 $ | |||||
| Binnacle Investments Inc | 1.041.928 $ | +76.749 $ | +8,0 % | |||||||||
| Beverly Hills Private Wealth, LLC | 280.302 $ | -761.586 $ | -73,1 % | 1.041.888 $ | +94.620 $ | +10,0 % | 947.268 $ | +240.533 $ | +34,0 % | 706.735 $ | -149.320 $ | -17,4 % |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 808.260 $ | -233.604 $ | -22,4 % | 1.041.864 $ | +3.101 $ | +0,3 % | 1.038.763 $ | +227.945 $ | +28,1 % | 810.818 $ | +800 $ | +0,1 % |
| MAINSAIL ASSET MANAGEMENT, LLC | 1.041.660 $ | +27.603 $ | +2,7 % | 1.014.057 $ | +9.556 $ | +1,0 % | 1.004.501 $ | +9.666 $ | +1,0 % | 994.835 $ | ||
| Peirce Capital Management, LLC | 1.037.960 $ | +131.650 $ | +14,5 % | 906.310 $ | +16.270 $ | +1,8 % | 890.040 $ | +5.611 $ | +0,6 % | 884.429 $ | +76.564 $ | +9,5 % |
| Brueske Advisory Services, LLC | 1.037.682 $ | +169.584 $ | +19,5 % | |||||||||
| Westmount Partners, LLC | 936.780 $ | -99.754 $ | -9,6 % | 1.036.534 $ | +534.277 $ | +106,4 % | 502.257 $ | +135.998 $ | +37,1 % | 366.259 $ | +23.810 $ | +7,0 % |
| Strathmore Capital Advisors, Inc. | 667.434 $ | -367.209 $ | -35,5 % | 1.034.643 $ | +748.862 $ | +262,0 % | 285.781 $ | -576.935 $ | -66,9 % | 862.716 $ | -149.071 $ | -14,7 % |
| CALDWELL SUTTER CAPITAL, INC. | 1.030.441 $ | +39.381 $ | +4,0 % | 991.060 $ | +59.896 $ | +6,4 % | 931.164 $ | +53.684 $ | +6,1 % | 877.480 $ | +145.640 $ | +19,9 % |
| WEST BANCORPORATION INC | 234.392 $ | -442.934 $ | -65,4 % | 677.326 $ | -26.726 $ | -3,8 % | 704.052 $ | -326.015 $ | -31,6 % | 1.030.067 $ | +65.597 $ | +6,8 % |
| KKM Financial LLC | 1.027.229 $ | +103.946 $ | +11,3 % | 923.283 $ | +0 $ | +0,0 % | 923.283 $ | +53.628 $ | +6,2 % | 869.655 $ | +58.860 $ | +7,3 % |
| BANTA ASSET MANAGEMENT LP | 782.530 $ | -242.467 $ | -23,7 % | 1.024.997 $ | ||||||||
| Summit Wealth Group, LLC | 1.022.024 $ | +95.709 $ | +10,3 % | 926.315 $ | +23.297 $ | +2,6 % | 903.018 $ | +289.105 $ | +47,1 % | 613.913 $ | +41.913 $ | +7,3 % |
| Family Capital Trust Co | 1.021.516 $ | +17.558 $ | +1,7 % | 1.003.958 $ | +3.728 $ | +0,4 % | 1.000.230 $ | +9.646 $ | +1,0 % | 990.584 $ | +9.958 $ | +1,0 % |
| PCB Capital LLC | 1.021.228 $ | +264.733 $ | +35,0 % | 756.495 $ | +70.845 $ | +10,3 % | 685.650 $ | |||||
| Avail Investment Partners, LLC | 1.019.843 $ | +160.843 $ | +18,7 % | 859.000 $ | ||||||||
| Strid Group, LLC | 250.011 $ | -764.977 $ | -75,4 % | 1.014.988 $ | +11.272 $ | +1,1 % | ||||||
| Pacific Point Advisors, LLC | 1.013.797 $ | |||||||||||
| Parkway Wealth Management Group, LLC | 486.720 $ | -54.774 $ | -10,1 % | 541.494 $ | -471.962 $ | -46,6 % | 1.013.456 $ | |||||
| Verde Capital Management | 1.011.404 $ | |||||||||||
| Paladin Wealth, LLC | 1.006.179 $ | +209.515 $ | +26,3 % | 796.664 $ | +180.443 $ | +29,3 % | 616.221 $ | +210.810 $ | +52,0 % | 405.411 $ | +79.778 $ | +24,5 % |
| ACCESS FINANCIAL SERVICES, INC. | 1.005.698 $ | +385.418 $ | +62,1 % | 620.280 $ | -40.433 $ | -6,1 % | 660.713 $ | +5.336 $ | +0,8 % | 655.377 $ | +7.882 $ | +1,2 % |
| Dupree Financial Group, LLC | 1.003.773 $ | +211.623 $ | +26,7 % | 792.150 $ | -27.886 $ | -3,4 % | 820.036 $ | -14.933 $ | -1,8 % | 834.969 $ | +50.547 $ | +6,4 % |
| First Fiduciary Investment Counsel, Inc. | 1.002.000 $ | +1.000 $ | +0,1 % | |||||||||
| CLEAR INVESTMENT RESEARCH, LLC | 1.001.185 $ | +78.100 $ | +8,5 % | 923.085 $ | +11.068 $ | +1,2 % | 912.017 $ | -35.422 $ | -3,7 % | 947.439 $ | -252.214 $ | -21,0 % |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 999.348 $ | -43.793 $ | -4,2 % | |||||||||
| One Day In July LLC | 999.337 $ | +102.462 $ | +11,4 % | 896.875 $ | +83.149 $ | +10,2 % | 813.726 $ | -49.913 $ | -5,8 % | 863.639 $ | -361.413 $ | -29,5 % |
| Oliver Luxxe Assets LLC | 997.524 $ | -57.856 $ | -5,5 % | |||||||||
| R2 Capital Strategies, LLC | 997.409 $ | |||||||||||
| Trust Co of the South | 993.831 $ | +364.965 $ | +58,0 % | 628.866 $ | +22.810 $ | +3,8 % | 606.056 $ | +11.721 $ | +2,0 % | 594.335 $ | +81.199 $ | +15,8 % |
| MW ADVISORY, LLC | 989.441 $ | |||||||||||
| American Investment Services, Inc. | 984.833 $ | +64.990 $ | +7,1 % | 919.843 $ | -1.503 $ | -0,2 % | 921.346 $ | -6.739 $ | -0,7 % | 928.085 $ | +100.141 $ | +12,1 % |
| ENTREWEALTH, LLC | 983.413 $ | +485.185 $ | +97,4 % | 498.228 $ | +133.488 $ | +36,6 % | 364.740 $ | |||||
| Trask Adam Roland | 980.100 $ | |||||||||||
| SEVEN MILE ADVISORY | 979.649 $ | +778.164 $ | +386,2 % | 201.485 $ | -576.175 $ | -74,1 % | 777.660 $ | +287.695 $ | +58,7 % | |||
| AMERICAN NATIONAL BANK & TRUST | 652.922 $ | +45.670 $ | +7,5 % | 607.252 $ | -104.119 $ | -14,6 % | 711.371 $ | -268.052 $ | -27,4 % | 979.423 $ | -521.076 $ | -34,7 % |
| Amundi | 979.169 $ | +116.222 $ | +13,5 % | 862.947 $ | -20.391 $ | -2,3 % | 883.338 $ | -30.046 $ | -3,3 % | 913.384 $ | +53.884 $ | +6,3 % |
| E6 Portfolios, LLC | 978.788 $ | +624.605 $ | +176,4 % | 354.183 $ | +42.650 $ | +13,7 % | 311.533 $ | |||||
| Parkwoods Wealth Partners, LLC | 978.340 $ | |||||||||||
| Tufton Capital Management | 976.000 $ | +143.000 $ | +17,2 % | 833.000 $ | +76.000 $ | +10,0 % | 757.000 $ | +7.000 $ | +0,9 % | 750.000 $ | +65.000 $ | +9,5 % |
| BRIAN LOW FINANCIAL GROUP, LLC | 270.804 $ | -701.049 $ | -72,1 % | 971.853 $ | +138.481 $ | +16,6 % | 833.372 $ | -38.007 $ | -4,4 % | 871.379 $ | -27.399 $ | -3,0 % |
| Risk Paradigm Group, LLC | 969.505 $ | +28.291 $ | +3,0 % | 941.214 $ | +36.938 $ | +4,1 % | 904.276 $ | |||||
| MOSAIC FINANCIAL GROUP, LLC | 969.000 $ | +30.000 $ | +3,2 % | 939.000 $ | +3.000 $ | +0,3 % | 936.000 $ | +0 $ | +0,0 % | 936.000 $ | -55.000 $ | -5,5 % |
| ETF Store, Inc. | 965.529 $ | +5.324 $ | +0,6 % | 960.205 $ | +141.963 $ | +17,3 % | 818.242 $ | +34.382 $ | +4,4 % | 783.860 $ | +257.660 $ | +49,0 % |
| CIM, LLC | 963.501 $ | +124.529 $ | +14,8 % | 838.972 $ | -29.801 $ | -3,4 % | 868.773 $ | +171.169 $ | +24,5 % | 697.604 $ | +45.597 $ | +7,0 % |
| Stonehage Fleming Financial Services Holdings Ltd | 960.612 $ | +151.791 $ | +18,8 % | 808.821 $ | +695.085 $ | +611,1 % | 113.736 $ | -713.773 $ | -86,3 % | 827.509 $ | -73.663 $ | -8,2 % |
| Basecamp Wealth Advisors LLC | 960.530 $ | +151.779 $ | +18,8 % | 808.751 $ | +29.335 $ | +3,8 % | 779.416 $ | |||||
| KLINGENSTEIN FIELDS & CO LP | 958.873 $ | |||||||||||
| COLLECTIVE FAMILY OFFICE LLC | 958.021 $ | +408.085 $ | +74,2 % | |||||||||
| BRASADA CAPITAL MANAGEMENT, LP | 924.804 $ | +67.954 $ | +7,9 % | 856.850 $ | -72.536 $ | -7,8 % | 929.386 $ | -19.668 $ | -2,1 % | 949.054 $ | -642.744 $ | -40,4 % |
| Rothschild Capital Partners, LLC | 947.817 $ | +218.111 $ | +29,9 % | 729.706 $ | +379.697 $ | +108,5 % | 350.009 $ | +61.452 $ | +21,3 % | 288.557 $ | +20.660 $ | +7,7 % |
| Rede Wealth, LLC | 945.606 $ | +136.878 $ | +16,9 % | 808.728 $ | -2.536 $ | -0,3 % | 811.264 $ | +610.893 $ | +304,9 % | 200.371 $ | -517.832 $ | -72,1 % |
| MAYPORT, LLC | 945.351 $ | +328.831 $ | +53,3 % | 616.520 $ | -65.763 $ | -9,6 % | 682.283 $ | -40.991 $ | -5,7 % | 723.274 $ | +55.981 $ | +8,4 % |
| Hughes Financial Services, LLC | 936.131 $ | +10.095 $ | +1,1 % | 926.036 $ | +1.673 $ | +0,2 % | 924.363 $ | -8.467 $ | -0,9 % | 932.830 $ | +65.372 $ | +7,5 % |
| BXM Wealth LLC | 723.760 $ | -210.982 $ | -22,6 % | 934.742 $ | +101.480 $ | +12,2 % | 833.262 $ | +513.330 $ | +160,4 % | 319.932 $ | +13.324 $ | +4,3 % |
| GDS Wealth Management | 933.983 $ | +324.299 $ | +53,2 % | 609.684 $ | +270.223 $ | +79,6 % | 339.461 $ | -216.660 $ | -39,0 % | 556.121 $ | +9.479 $ | +1,7 % |
| Chicago Capital, LLC | 665.619 $ | +162.582 $ | +32,3 % | 503.037 $ | -3.331 $ | -0,7 % | 506.368 $ | -426.283 $ | -45,7 % | 932.651 $ | +480.445 $ | +106,2 % |
| Truepoint, Inc. | 495.408 $ | -436.560 $ | -46,8 % | 931.968 $ | +77.703 $ | +9,1 % | 854.265 $ | +184.850 $ | +27,6 % | 669.415 $ | +56.910 $ | +9,3 % |
| Presper Financial Architects, LLC | 376.723 $ | +29.863 $ | +8,6 % | 346.860 $ | -541.870 $ | -61,0 % | 888.730 $ | -40.198 $ | -4,3 % | 928.928 $ | -4.022.072 $ | -81,2 % |
| SUMMITRY LLC | 927.664 $ | +334.534 $ | +56,4 % | 593.130 $ | +243.944 $ | +69,9 % | ||||||
| Bowman & Co S.C. | 926.429 $ | +27.995 $ | +3,1 % | 898.434 $ | +28.565 $ | +3,3 % | ||||||
| WEALTHCARE CAPITAL MANAGEMENT LLC | 363.582 $ | -359.919 $ | -49,7 % | 723.501 $ | -64.366 $ | -8,2 % | 787.867 $ | -138.193 $ | -14,9 % | 926.060 $ | +56.746 $ | +6,5 % |
| TI-TRUST, INC | 924.950 $ | +30.844 $ | +3,4 % | 894.106 $ | -7.046 $ | -0,8 % | 901.152 $ | +37.795 $ | +4,4 % | 863.357 $ | +154.451 $ | +21,8 % |
| Grandview Asset Management LLC | 492.796 $ | -70.462 $ | -12,5 % | 563.258 $ | -325.649 $ | -36,6 % | 888.907 $ | -35.828 $ | -3,9 % | 924.735 $ | -154.265 $ | -14,3 % |
| Rare Wolf Capital LLC | 924.246 $ | +146.045 $ | +18,8 % | 778.201 $ | +28.362 $ | +3,8 % | 749.839 $ | |||||
| Agate Pass Investment Management, LLC | 923.509 $ | +70.123 $ | +8,2 % | 853.386 $ | +20.573 $ | +2,5 % | 832.813 $ | +32.801 $ | +4,1 % | 800.012 $ | +298.179 $ | +59,4 % |
| Godfrey Financial Associates, Inc. | 921.758 $ | +43.607 $ | +5,0 % | 878.151 $ | +176.822 $ | +25,2 % | 701.329 $ | |||||
| TL Private Wealth | 921.661 $ | +207.686 $ | +29,1 % | 713.975 $ | +2.307 $ | +0,3 % | 711.668 $ | +10.154 $ | +1,4 % | 701.514 $ | +17.941 $ | +2,6 % |
| Thayer Financial, L.L.C. | 917.429 $ | +119.122 $ | +14,9 % | 798.307 $ | +39.997 $ | +5,3 % | 758.310 $ | |||||
| Shulman DeMeo Asset Management LLC | 901.465 $ | -14.888 $ | -1,6 % | 916.353 $ | +90.720 $ | +11,0 % | 825.633 $ | -27.140 $ | -3,2 % | 852.773 $ | +25.436 $ | +3,1 % |
| TCV Trust & Wealth Management, Inc. | 912.773 $ | +530.544 $ | +138,8 % | 382.229 $ | +33.291 $ | +9,5 % | 348.938 $ | -39.066 $ | -10,1 % | 388.004 $ | ||
| Stiles Financial Services Inc | 911.264 $ | +83.948 $ | +10,1 % | 827.316 $ | +40.272 $ | +5,1 % | 787.044 $ | +23.119 $ | +3,0 % | 763.925 $ | +156.113 $ | +25,7 % |
| SANDERS MORRIS HARRIS LLC | 910.338 $ | +325.961 $ | +55,8 % | 584.377 $ | -197.550 $ | -25,3 % | 781.927 $ | +242.477 $ | +44,9 % | |||
| WFA of San Diego, LLC | 331.460 $ | -534.746 $ | -61,7 % | 866.206 $ | -26.081 $ | -2,9 % | 892.287 $ | -17.941 $ | -2,0 % | 910.228 $ | -365.509 $ | -28,7 % |
| Tassel Capital Management, Inc. | 700.099 $ | +96.503 $ | +16,0 % | 603.596 $ | +22.521 $ | +3,9 % | 581.075 $ | -328.494 $ | -36,1 % | 909.569 $ | -17.128 $ | -1,8 % |
| Blue Capital, Inc. | 588.827 $ | -320.364 $ | -35,2 % | 909.191 $ | +66.588 $ | +7,9 % | 842.603 $ | +320.451 $ | +61,4 % | 522.152 $ | ||
| GARRISON BRADFORD & ASSOCIATES INC | 897.639 $ | -11.190 $ | -1,2 % | 908.829 $ | ||||||||
| Menard Financial Group LLC | 748.261 $ | -136.967 $ | -15,5 % | 885.228 $ | +3.217 $ | +0,4 % | 882.011 $ | -25.422 $ | -2,8 % | 907.433 $ | -60.097 $ | -6,2 % |
| Socha Financial Group, LLC | 783.911 $ | +39.351 $ | +5,3 % | 744.560 $ | -43.556 $ | -5,5 % | 788.116 $ | -118.699 $ | -13,1 % | 906.815 $ | -350.004 $ | -27,8 % |
| Atlas Brown,Inc. | 906.366 $ | +65.163 $ | +7,7 % | 841.203 $ | +49.941 $ | +6,3 % | 791.262 $ | +78.065 $ | +10,9 % | 713.197 $ | +234.392 $ | +49,0 % |
| Duncan Williams Asset Management, LLC | 901.660 $ | +258.083 $ | +40,1 % | 643.577 $ | -47.285 $ | -6,8 % | 690.862 $ | -159.213 $ | -18,7 % | 850.075 $ | +327.585 $ | +62,7 % |
| SimpliFi, Inc. | 900.353 $ | +42.413 $ | +4,9 % | 857.940 $ | -1.917 $ | -0,2 % | 859.857 $ | +19.593 $ | +2,3 % | 840.264 $ | +30.241 $ | +3,7 % |
| Oakmont Advisory Group, LLC | 899.103 $ | +181.524 $ | +25,3 % | 717.579 $ | +199.436 $ | +38,5 % | 518.143 $ | |||||
| RAELIPSKIE PARTNERSHIP | 898.620 $ | +65.322 $ | +7,8 % | 833.298 $ | +29.495 $ | +3,7 % | 803.803 $ | -6.155 $ | -0,8 % | 809.958 $ | -17.425 $ | -2,1 % |
| Haverford Financial Services, Inc. | 897.986 $ | +141.896 $ | +18,8 % | 756.090 $ | +27.425 $ | +3,8 % | 728.665 $ | +14.092 $ | +2,0 % | 714.573 $ | +63.848 $ | +9,8 % |
| ABBINGTON INVESTMENT GROUP | 895.655 $ | +146.351 $ | +19,5 % | 749.304 $ | +27.180 $ | +3,8 % | 722.124 $ | +23.929 $ | +3,4 % | 698.195 $ | ||
| Meridian Wealth Advisors, LLC | 893.573 $ | +704.696 $ | +373,1 % | 188.877 $ | -256.844 $ | -57,6 % | 445.721 $ | +17.000 $ | +4,0 % | |||
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 891.360 $ | |||||||||||
| Westend Capital Management, LLC | 889.678 $ | +353.572 $ | +66,0 % | 536.106 $ | -14.245 $ | -2,6 % | 550.351 $ | -5.637 $ | -1,0 % | 555.988 $ | -45.777 $ | -7,6 % |
| DF DENT & CO INC | 581.285 $ | -307.901 $ | -34,6 % | 889.186 $ | ||||||||
| PINCUS CAPITAL MANAGEMENT, LP | 875.440 $ | -3.100 $ | -0,4 % | 878.540 $ | -8.680 $ | -1,0 % | 887.220 $ | |||||
| Forum Private Client Group LLC | 886.070 $ | +14.129 $ | +1,6 % | 871.941 $ | +238.523 $ | +37,7 % | 633.418 $ | +19.143 $ | +3,1 % | 614.275 $ | +93.021 $ | +17,8 % |
| Colter Lewis Investment Partners LLC | 666.116 $ | -219.467 $ | -24,8 % | 885.583 $ | ||||||||
| Promus Capital, LLC | 882.694 $ | -803.906 $ | -47,7 % | |||||||||
| VestGen Investment Management | 728.974 $ | -7.864 $ | -1,1 % | 736.838 $ | -141.861 $ | -16,1 % | 878.699 $ | +128.706 $ | +17,2 % | 749.993 $ | -365.377 $ | -32,8 % |
| Williams & Novak Wealth Management, LLC | 821.110 $ | +124.495 $ | +17,9 % | 696.615 $ | -180.677 $ | -20,6 % | 877.292 $ | +29.282 $ | +3,5 % | 848.010 $ | -1.221.001 $ | -59,0 % |
| CPR Investments Inc. | 875.354 $ | +615.362 $ | +236,7 % | 259.992 $ | -317.302 $ | -55,0 % | ||||||
| SNOWWATER INVESTMENT PARTNERS, LLC | 873.928 $ | +248.777 $ | +39,8 % | 625.151 $ | +11.562 $ | +1,9 % | 613.589 $ | |||||
| Laidlaw Wealth Management LLC | 872.395 $ | +39.681 $ | +4,8 % | |||||||||
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 871.989 $ | +185.053 $ | +26,9 % | 686.936 $ | ||||||||
| TMB Capital Partners, LLC | 871.886 $ | +15.340 $ | +1,8 % | 856.546 $ | +323.035 $ | +60,5 % | 533.511 $ | |||||
| Financial Architects, LLC | 871.508 $ | +221.270 $ | +34,0 % | 650.238 $ | +184.890 $ | +39,7 % | 465.348 $ | -6.786 $ | -1,4 % | 472.134 $ | +4.821 $ | +1,0 % |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 865.563 $ | +129.454 $ | +17,6 % | 736.109 $ | +12.478 $ | +1,7 % | 723.631 $ | +219.395 $ | +43,5 % | 504.236 $ | +44.607 $ | +9,7 % |
| WoodTrust Financial Corp | 495.000 $ | +213.000 $ | +75,5 % | 282.000 $ | -582.000 $ | -67,4 % | 864.000 $ | +23.000 $ | +2,7 % | 841.000 $ | +471.000 $ | +127,3 % |
| Networth Advisors, LLC | 861.419 $ | +58.377 $ | +7,3 % | 803.042 $ | +72.805 $ | +10,0 % | 730.237 $ | |||||
| Valley Financial Group, Inc. | 859.928 $ | +62.077 $ | +7,8 % | 797.851 $ | +13.122 $ | +1,7 % | 784.729 $ | -40.917 $ | -5,0 % | 825.646 $ | +82.473 $ | +11,1 % |
| Global Wealth Strategies & Associates | 691.576 $ | -91.713 $ | -11,7 % | 783.289 $ | -9.402 $ | -1,2 % | 792.691 $ | -60.016 $ | -7,0 % | 852.707 $ | +32.298 $ | +3,9 % |
| SHAYNE & JACOBS, LLC | 506.970 $ | +201.090 $ | +65,7 % | 305.880 $ | +240 $ | +0,1 % | 305.640 $ | -545.264 $ | -64,1 % | 850.904 $ | +983 $ | +0,1 % |
| Plum Street Advisors, LLC | 850.353 $ | +232.159 $ | +37,6 % | 618.194 $ | +18.054 $ | +3,0 % | 600.140 $ | +15.364 $ | +2,6 % | 584.776 $ | +52.250 $ | +9,8 % |
| SPRENG CAPITAL MANAGEMENT, INC. | 850.234 $ | +43.021 $ | +5,3 % | |||||||||
| Athena Wealth Management, LLC | 601.727 $ | -80.501 $ | -11,8 % | 682.228 $ | -166.771 $ | -19,6 % | 848.999 $ | |||||
| Activest Wealth Management | 753.462 $ | -92.566 $ | -10,9 % | 846.028 $ | +200.422 $ | +31,0 % | 645.606 $ | +4.913 $ | +0,8 % | 640.693 $ | -775.980 $ | -54,8 % |
| YANKCOM Partnership | 649.132 $ | +623.845 $ | +2.467,1 % | 25.287 $ | -346.674 $ | -93,2 % | 371.961 $ | -473.469 $ | -56,0 % | 845.430 $ | -143.357 $ | -14,5 % |
| Valued Retirements, Inc. | 843.378 $ | +294.384 $ | +53,6 % | 548.994 $ | -3.555 $ | -0,6 % | 552.549 $ | +247.671 $ | +81,2 % | 304.878 $ | +0 $ | +0,0 % |
| Ridge Creek Global, Inc | 609.722 $ | -198.621 $ | -24,6 % | 808.343 $ | -33.677 $ | -4,0 % | 842.020 $ | |||||
| Cushing Capital Partners, LLC | 808.156 $ | +60.379 $ | +8,1 % | 747.777 $ | +6.486 $ | +0,9 % | 741.291 $ | -99.016 $ | -11,8 % | 840.307 $ | +37.236 $ | +4,6 % |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 821.303 $ | -18.438 $ | -2,2 % | 839.741 $ | +165.281 $ | +24,5 % | 674.460 $ | |||||
| MorganRosel Wealth Management, LLC | 623.951 $ | +103.197 $ | +19,8 % | 520.754 $ | -312.102 $ | -37,5 % | 832.856 $ | -6.108 $ | -0,7 % | 838.964 $ | +51.070 $ | +6,5 % |
| Vanguard Personalized Indexing Management, LLC | 838.009 $ | +143.787 $ | +20,7 % | 694.222 $ | +253.124 $ | +57,4 % | 441.098 $ | +423 $ | +0,1 % | 440.675 $ | +47.599 $ | +12,1 % |
| GERMAN AMERICAN BANCORP, INC. | 834.511 $ | +519.698 $ | +165,1 % | 314.813 $ | +672 $ | +0,2 % | 314.141 $ | +0 $ | +0,0 % | 314.141 $ | +27.313 $ | +9,5 % |
| Marmo Financial Group, LLC | 804.490 $ | -26.005 $ | -3,1 % | 830.495 $ | +623.890 $ | +302,0 % | 206.605 $ | |||||
| Fidelis Wealth Advisors LLC | 799.747 $ | -30.008 $ | -3,6 % | 829.755 $ | ||||||||
| Financial Freedom, LLC | 829.589 $ | +167.289 $ | +25,3 % | 662.300 $ | +128.138 $ | +24,0 % | 534.162 $ | +43.756 $ | +8,9 % | 490.406 $ | +60.665 $ | +14,1 % |
| Forum Financial Management, LP | 829.428 $ | +63.813 $ | +8,3 % | 765.615 $ | -6.680 $ | -0,9 % | 772.295 $ | +89.221 $ | +13,1 % | 683.074 $ | -43.552 $ | -6,0 % |
| Taylor & Morgan Wealth Management, LLC | 643.292 $ | -71.003 $ | -9,9 % | 714.295 $ | -10.763 $ | -1,5 % | 725.058 $ | -103.564 $ | -12,5 % | 828.622 $ | +27.861 $ | +3,5 % |
| American Money Management, LLC | 545.653 $ | -276.956 $ | -33,7 % | 822.609 $ | -5.015 $ | -0,6 % | 827.624 $ | +22.785 $ | +2,8 % | 804.839 $ | -23.965 $ | -2,9 % |
| HANTZ FINANCIAL SERVICES, INC. | 827.000 $ | +167.000 $ | +25,3 % | 660.000 $ | +333.000 $ | +101,8 % | 327.000 $ | +32.000 $ | +10,8 % | 295.000 $ | -350.000 $ | -54,3 % |
| Lavaca Capital LLC | 824.659 $ | +312.748 $ | +61,1 % | 511.911 $ | +164.783 $ | +47,5 % | 347.128 $ | |||||
| Widmann Financial Services, Inc. | 824.378 $ | +100.318 $ | +13,9 % | 724.060 $ | -37.770 $ | -5,0 % | 761.830 $ | +10.823 $ | +1,4 % | 751.007 $ | +51.963 $ | +7,4 % |
| NORTH DALLAS BANK & TRUST CO | 823.430 $ | +490.024 $ | +147,0 % | 333.406 $ | +57.132 $ | +20,7 % | 276.274 $ | +71.572 $ | +35,0 % | |||
| Argentarii, LLC | 812.881 $ | +103.175 $ | +14,5 % | 709.706 $ | -110.378 $ | -13,5 % | 820.084 $ | |||||
| PHILADELPHIA TRUST CO | 819.000 $ | +129.000 $ | +18,7 % | 690.000 $ | +25.000 $ | +3,8 % | 665.000 $ | +13.000 $ | +2,0 % | 652.000 $ | +58.000 $ | +9,8 % |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 815.958 $ | +223.938 $ | +37,8 % | 592.020 $ | -32.595 $ | -5,2 % | 624.615 $ | -69.979 $ | -10,1 % | 694.594 $ | -85.929 $ | -11,0 % |
| First Western Trust Bank | 809.754 $ | +194.001 $ | +31,5 % | 615.753 $ | -199.709 $ | -24,5 % | 815.462 $ | +577.227 $ | +242,3 % | 238.235 $ | +21.287 $ | +9,8 % |
| OLD SECOND NATIONAL BANK OF AURORA | 813.876 $ | +271.572 $ | +50,1 % | 542.304 $ | +1.648 $ | +0,3 % | 540.656 $ | -23.433 $ | -4,2 % | 564.089 $ | +47.679 $ | +9,2 % |
| Financial Designs Corp | 813.704 $ | +31.907 $ | +4,1 % | |||||||||
| Resolute Wealth Strategies, LLC | 756.537 $ | -47.753 $ | -5,9 % | 804.290 $ | +7.053 $ | +0,9 % | 797.237 $ | -12.865 $ | -1,6 % | 810.102 $ | -162.855 $ | -16,7 % |
| Keener Financial Planning LLC | 807.000 $ | +70.000 $ | +9,5 % | 737.000 $ | +9.000 $ | +1,2 % | 728.000 $ | -52.000 $ | -6,7 % | 780.000 $ | +24.000 $ | +3,2 % |
| Victrix Investment Advisors | 806.031 $ | +26.548 $ | +3,4 % | 779.483 $ | +87.217 $ | +12,6 % | ||||||
| BAYBAN | 805.802 $ | +140.587 $ | +21,1 % | 665.215 $ | -17.492 $ | -2,6 % | 682.707 $ | |||||
| McCartney Wealth Management LLC | 805.548 $ | +5.885 $ | +0,7 % | 799.663 $ | +585.179 $ | +272,8 % | 214.484 $ | |||||
| Operose Advisors LLC | 804.625 $ | +94.296 $ | +13,3 % | 710.329 $ | -29.177 $ | -3,9 % | 739.506 $ | +120.685 $ | +19,5 % | 618.821 $ | -116.709 $ | -15,9 % |
| Corundum Trust Company, INC | 544.092 $ | -24.132 $ | -4,2 % | 568.224 $ | -236.069 $ | -29,4 % | 804.293 $ | +288.250 $ | +55,9 % | |||
| Wealth Architects, LLC | 803.861 $ | +126.604 $ | +18,7 % | 677.257 $ | +23.288 $ | +3,6 % | 653.969 $ | +6.451 $ | +1,0 % | 647.518 $ | +57.857 $ | +9,8 % |
| jvl associates llc | 801.516 $ | |||||||||||
| Jefferson Bridge Capital, LLC | 799.406 $ | +54.535 $ | +7,3 % | 744.871 $ | +15.022 $ | +2,1 % | 729.849 $ | |||||
| Madson Wealth Advisors Inc | 581.192 $ | -217.794 $ | -27,3 % | 798.986 $ | ||||||||
| Meadowbrook Wealth Management, LLC | 798.451 $ | +129.488 $ | +19,4 % | 668.963 $ | -37.079 $ | -5,3 % | 706.042 $ | -15.600 $ | -2,2 % | 721.642 $ | ||
| Guardian Partners Inc. | 3.821 $ | -791.369 $ | -99,5 % | 795.190 $ | ||||||||
| True Link Financial Advisors, LLC | 794.963 $ | +82.601 $ | +11,6 % | 712.362 $ | +66.308 $ | +10,3 % | 646.054 $ | +35.280 $ | +5,8 % | 610.774 $ | +59.332 $ | +10,8 % |
| ICONIQ Capital, LLC | 787.808 $ | +48.504 $ | +6,6 % | 739.304 $ | +26.839 $ | +3,8 % | 712.465 $ | +353.399 $ | +98,4 % | 359.066 $ | +32.083 $ | +9,8 % |
| Vistica Wealth Advisors, LLC | 787.477 $ | +121.574 $ | +18,3 % | 665.903 $ | +24.154 $ | +3,8 % | 641.749 $ | |||||
| Monument Capital Management | 562.436 $ | -16.203 $ | -2,8 % | 578.639 $ | -207.799 $ | -26,4 % | 786.438 $ | -86.039 $ | -9,9 % | |||
| Quantitative Investment Management, LLC | 784.000 $ | +290.000 $ | +58,7 % | 494.000 $ | +175.000 $ | +54,9 % | ||||||
| Legacy Wealth Management, LLC / MS | 783.565 $ | +40.266 $ | +5,4 % | 743.299 $ | -21.683 $ | -2,8 % | 764.982 $ | +5.071 $ | +0,7 % | 759.911 $ | ||
| Nepsis Inc. | 782.845 $ | +3.083 $ | +0,4 % | 779.762 $ | +48.932 $ | +6,7 % | 730.830 $ | -5.161 $ | -0,7 % | 735.991 $ | -331.178 $ | -31,0 % |
| Accretive Wealth Partners, LLC | 781.645 $ | +171.637 $ | +28,1 % | 610.008 $ | ||||||||
| HRC WEALTH MANAGEMENT, LLC | 781.199 $ | +285.230 $ | +57,5 % | 495.969 $ | +292.273 $ | +143,5 % | 203.696 $ | |||||
| Gross & Hartman Investments LLC | 595.132 $ | -162.971 $ | -21,5 % | 758.103 $ | -22.388 $ | -2,9 % | 780.491 $ | |||||
| LCNB CORP | 780.104 $ | +336.006 $ | +75,7 % | 444.098 $ | +16.108 $ | +3,8 % | 427.990 $ | +142.095 $ | +49,7 % | 285.895 $ | +16.300 $ | +6,0 % |
| Black Cypress Capital Management, LLC | 779.369 $ | +101.227 $ | +14,9 % | 678.142 $ | +68.425 $ | +11,2 % | 609.717 $ | -24.992 $ | -3,9 % | 634.709 $ | +72.860 $ | +13,0 % |
| Emprise Bank | 777.371 $ | +122.209 $ | +18,7 % | 655.162 $ | -16.635 $ | -2,5 % | 671.797 $ | -74.813 $ | -10,0 % | 746.610 $ | +58.786 $ | +8,5 % |
| Financial Life Planners | 9.239 $ | -5.063 $ | -35,4 % | 14.302 $ | -756.920 $ | -98,1 % | 771.222 $ | -31.444 $ | -3,9 % | |||
| M3 Advisory Group, LLC | 770.624 $ | +45.133 $ | +6,2 % | 725.491 $ | +49.849 $ | +7,4 % | 675.642 $ | +31.421 $ | +4,9 % | 644.221 $ | +45.200 $ | +7,5 % |
| Cairn Investment Group, Inc. | 769.000 $ | +29.000 $ | +3,9 % | 740.000 $ | +58.000 $ | +8,5 % | 682.000 $ | +84.000 $ | +14,0 % | 598.000 $ | +173.000 $ | +40,7 % |
| Ranch Capital Advisors Inc. | 766.634 $ | +187.291 $ | +32,3 % | 579.343 $ | +26.752 $ | +4,8 % | 552.591 $ | +27.324 $ | +5,2 % | 525.267 $ | +23.665 $ | +4,7 % |
| COMMUNITY TRUST & INVESTMENT CO | 766.270 $ | +155.330 $ | +25,4 % | 610.940 $ | +22.160 $ | +3,8 % | 588.780 $ | +19.231 $ | +3,4 % | 569.549 $ | ||
| Kessler Investment Group, LLC | 764.599 $ | +6.288 $ | +0,8 % | |||||||||
| Storgate, LLC | 763.039 $ | |||||||||||
| HOGE FINANCIAL SERVICES, LLC | 761.038 $ | +117.132 $ | +18,2 % | 643.906 $ | +17.709 $ | +2,8 % | 626.197 $ | +4.270 $ | +0,7 % | 621.927 $ | +51.487 $ | +9,0 % |
| PRESILIUM PRIVATE WEALTH, LLC | 760.928 $ | +444.636 $ | +140,6 % | 316.292 $ | +51.872 $ | +19,6 % | 264.420 $ | +19.572 $ | +8,0 % | 244.848 $ | +21.577 $ | +9,7 % |
| MITCHELL CAPITAL MANAGEMENT CO | 760.570 $ | +102.976 $ | +15,7 % | 657.594 $ | +15.533 $ | +2,4 % | 642.061 $ | +7.714 $ | +1,2 % | 634.347 $ | ||
| Caitlin John, LLC | 533.169 $ | +51.333 $ | +10,7 % | 481.836 $ | -33.964 $ | -6,6 % | 515.800 $ | -242.550 $ | -32,0 % | 758.350 $ | +253.746 $ | +50,3 % |
| 1015 Capital Partners, LLC | 757.536 $ | +76.896 $ | +11,3 % | 680.640 $ | +10.794 $ | +1,6 % | 669.846 $ | |||||
| Gold Investment Management Ltd. | 757.192 $ | +117.909 $ | +18,4 % | 639.283 $ | +25.473 $ | +4,1 % | 613.810 $ | -2.372 $ | -0,4 % | 616.182 $ | +49.653 $ | +8,8 % |
| EQUITABLE TRUST CO | 756.370 $ | +338.496 $ | +81,0 % | 417.874 $ | -7.282 $ | -1,7 % | 425.156 $ | +13.525 $ | +3,3 % | 411.631 $ | +27.662 $ | +7,2 % |
| Peterson Wealth Services | 755.202 $ | +742.438 $ | +5.816,7 % | 12.764 $ | +463 $ | +3,8 % | 12.301 $ | +238 $ | +2,0 % | 12.063 $ | +1.078 $ | +9,8 % |
| MONOGRAPH WEALTH ADVISORS, LLC | 751.680 $ | +102.192 $ | +15,7 % | 649.488 $ | +20.335 $ | +3,2 % | 629.153 $ | +24.704 $ | +4,1 % | 604.449 $ | +36.030 $ | +6,3 % |
| Prospect Financial Services LLC | 675.558 $ | +244.061 $ | +56,6 % | 431.497 $ | -279.350 $ | -39,3 % | 710.847 $ | -38.784 $ | -5,2 % | 749.631 $ | -622.171 $ | -45,4 % |
| Processus Wealth & Capital Management, LLC | 749.536 $ | +133.142 $ | +21,6 % | 616.394 $ | +40 $ | +0,0 % | 616.354 $ | +99.899 $ | +19,3 % | 516.455 $ | ||
| O'Keefe Stevens Advisory, Inc. | 746.388 $ | +114.034 $ | +18,0 % | 632.354 $ | ||||||||
| Index Fund Advisors, Inc. | 745.409 $ | +85.958 $ | +13,0 % | 659.451 $ | +23.315 $ | +3,7 % | 636.136 $ | -13.826 $ | -2,1 % | 649.962 $ | +43.367 $ | +7,1 % |
| DECISION INVESTMENTS, INC | 745.161 $ | +16.887 $ | +2,3 % | 728.274 $ | +244.667 $ | +50,6 % | 483.607 $ | |||||
| RAFFA WEALTH MANAGEMENT, LLC | 744.820 $ | +81.943 $ | +12,4 % | 662.877 $ | +35.905 $ | +5,7 % | 626.972 $ | +25.808 $ | +4,3 % | 601.164 $ | -92.898 $ | -13,4 % |
| Aspen Grove Capital, LLC | 744.456 $ | +502.693 $ | +207,9 % | 241.763 $ | -3.188 $ | -1,3 % | 244.951 $ | |||||
| Wealth Advisory Solutions, LLC | 742.786 $ | +146.054 $ | +24,5 % | 596.732 $ | +320.204 $ | +115,8 % | 276.528 $ | -78.075 $ | -22,0 % | 354.603 $ | -32.668 $ | -8,4 % |
| Arlington Financial Advisors, LLC | 742.763 $ | +93.160 $ | +14,3 % | 649.603 $ | +1.428 $ | +0,2 % | 648.175 $ | -68.104 $ | -9,5 % | 716.279 $ | ||
| AAF Wealth Management, LLC | 452.735 $ | -249.656 $ | -35,5 % | 702.391 $ | -40.107 $ | -5,4 % | 742.498 $ | |||||
| COWA, LLC | 741.298 $ | +136.611 $ | +22,6 % | |||||||||
| Brick & Kyle, Associates | 627.000 $ | -114.000 $ | -15,4 % | 741.000 $ | +1.000 $ | +0,1 % | ||||||
| VISTA CAPITAL PARTNERS, INC. | 740.507 $ | +105.084 $ | +16,5 % | 635.423 $ | -21.384 $ | -3,3 % | 656.807 $ | +183.765 $ | +38,8 % | 473.042 $ | +42.267 $ | +9,8 % |
| VIEWPOINT INVESTMENT PARTNERS CORP | 739.558 $ | |||||||||||
| Connective Portfolio Management, LLC | 739.420 $ | |||||||||||
| Wellment Financial | 435.964 $ | -1.256 $ | -0,3 % | 437.220 $ | -269.461 $ | -38,1 % | 706.681 $ | -29.282 $ | -4,0 % | 735.963 $ | +242.745 $ | +49,2 % |
| BROWN, LISLE/CUMMINGS, INC. | 735.726 $ | +82.254 $ | +12,6 % | 653.472 $ | +12.544 $ | +2,0 % | 640.928 $ | +25.549 $ | +4,2 % | |||
| Moneda S.A. Administradora General de Fondos | 733.548 $ | +115.912 $ | +18,8 % | 617.636 $ | +22.403 $ | +3,8 % | 595.233 $ | |||||
| JUNCTURE WEALTH STRATEGIES, LLC | 728.027 $ | |||||||||||
| Forefront Analytics, LLC | 698.000 $ | -28.000 $ | -3,9 % | 726.000 $ | +14.000 $ | +2,0 % | ||||||
| McClarren Financial Advisors, Inc. | 725.306 $ | +114.496 $ | +18,7 % | 610.810 $ | -28.772 $ | -4,5 % | 639.582 $ | -56.409 $ | -8,1 % | 695.991 $ | -96.085 $ | -12,1 % |
| MFA Wealth Services | 208.563 $ | -85.105 $ | -29,0 % | 293.668 $ | -412.833 $ | -58,4 % | 706.501 $ | -18.557 $ | -2,6 % | 725.058 $ | -772.375 $ | -51,6 % |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 724.850 $ | +114.537 $ | +18,8 % | 610.313 $ | ||||||||
| Citizens National Bank Trust Department | 719.857 $ | +110.840 $ | +18,2 % | 609.017 $ | +21.751 $ | +3,7 % | 587.266 $ | +10.884 $ | +1,9 % | 576.382 $ | +50.334 $ | +9,6 % |
| Coastwise Capital Group, LLC | 427.665 $ | +7.003 $ | +1,7 % | 420.662 $ | -10.429 $ | -2,4 % | 431.091 $ | -285.310 $ | -39,8 % | 716.401 $ | -73.939 $ | -9,4 % |
| Berkeley Capital Partners, LLC | 712.227 $ | +479.598 $ | +206,2 % | 232.629 $ | -15.080 $ | -6,1 % | 247.709 $ | -15.355 $ | -5,8 % | 263.064 $ | ||
| Mosaic Advisors LLC | 711.859 $ | |||||||||||
| 1607 Capital Partners, LLC | 648.637 $ | -61.418 $ | -8,6 % | 710.055 $ | ||||||||
| MWA Asset Management | 698.399 $ | -9.975 $ | -1,4 % | 708.374 $ | +39.464 $ | +5,9 % | 668.910 $ | +25.820 $ | +4,0 % | 643.090 $ | +11.834 $ | +1,9 % |
| Factor Wealth Management LTD | 679.644 $ | -27.247 $ | -3,9 % | 706.891 $ | +261.595 $ | +58,7 % | 445.296 $ | +161.521 $ | +56,9 % | 283.775 $ | -109.913 $ | -27,9 % |
| MidAtlantic Capital Management, Inc. | 201.581 $ | -504.740 $ | -71,5 % | 706.321 $ | ||||||||
| 3Chopt Investment Partners, LLC | 693.703 $ | +33.371 $ | +5,1 % | 660.332 $ | +27.057 $ | +4,3 % | 633.275 $ | -67.798 $ | -9,7 % | 701.073 $ | +67.582 $ | +10,7 % |
| Three Bearings Fiduciary Advisors, Inc. | 676.698 $ | +61.251 $ | +10,0 % | 615.447 $ | -84.691 $ | -12,1 % | 700.138 $ | |||||
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 700.109 $ | +127.726 $ | +22,3 % | 572.383 $ | +57.666 $ | +11,2 % | 514.717 $ | +6.284 $ | +1,2 % | 508.433 $ | +48.731 $ | +10,6 % |
| Sterling Manor Financial, LLC | 698.865 $ | +122.573 $ | +21,3 % | 576.292 $ | +92.596 $ | +19,1 % | 483.696 $ | -18.403 $ | -3,7 % | |||
| Columbia Asset Management | 698.394 $ | +28.487 $ | +4,3 % | 669.907 $ | -16.933 $ | -2,5 % | 686.840 $ | +3.982 $ | +0,6 % | 682.858 $ | -573.022 $ | -45,6 % |
| GW&K Investment Management, LLC | 696.000 $ | +382.000 $ | +121,7 % | 314.000 $ | +49.000 $ | +18,5 % | 265.000 $ | +12.000 $ | +4,7 % | 253.000 $ | +187.000 $ | +283,3 % |
| Gimbal Financial | 694.977 $ | +59.485 $ | +9,4 % | 635.492 $ | +21.538 $ | +3,5 % | ||||||
| Jones Kertz & Associates, Inc. | 694.056 $ | +93.048 $ | +15,5 % | 601.008 $ | +25.912 $ | +4,5 % | 575.096 $ | |||||
| SHELTON CAPITAL MANAGEMENT | 692.897 $ | |||||||||||
| Nalls Sherbakoff Group, LLC | 93.861 $ | -114.492 $ | -55,0 % | 208.353 $ | +64.015 $ | +44,4 % | 144.338 $ | -548.246 $ | -79,2 % | 692.584 $ | +51.435 $ | +8,0 % |
| RBA Wealth Management, LLC | 688.154 $ | +188.446 $ | +37,7 % | 499.708 $ | +249.362 $ | +99,6 % | ||||||
| OSTERWEIS CAPITAL MANAGEMENT INC | 525.107 $ | -160.443 $ | -23,4 % | 685.550 $ | +37.934 $ | +5,9 % | 647.616 $ | -21.240 $ | -3,2 % | 668.856 $ | +33.794 $ | +5,3 % |
| Altium Investment Strategies LLC | 683.319 $ | +62.521 $ | +10,1 % | 620.798 $ | ||||||||
| Global Trust Asset Management, LLC | 681.823 $ | +187.577 $ | +38,0 % | 494.246 $ | +42.954 $ | +9,5 % | 451.292 $ | -151.681 $ | -25,2 % | 602.973 $ | -99.998 $ | -14,2 % |
| Nicholas Hoffman & Company, LLC. | 681.242 $ | +109.067 $ | +19,1 % | 572.175 $ | +33.122 $ | +6,1 % | 539.053 $ | +18.467 $ | +3,5 % | 520.586 $ | +51.917 $ | +11,1 % |
| FORTRESS FINANCIAL GROUP, LLC | 423.570 $ | +94.908 $ | +28,9 % | 328.662 $ | -349.308 $ | -51,5 % | 677.970 $ | +371.047 $ | +120,9 % | |||
| Axiom Investment Management LLC | 673.771 $ | +3.135 $ | +0,5 % | 670.636 $ | ||||||||
| Stanich Group LLC | 672.357 $ | +111.770 $ | +19,9 % | 560.587 $ | -37.853 $ | -6,3 % | 598.440 $ | +8.375 $ | +1,4 % | 590.065 $ | +87.681 $ | +17,5 % |
| TOWER TRUST & INVESTMENT Co | 671.455 $ | +251.094 $ | +59,7 % | 420.361 $ | +22.764 $ | +5,7 % | 397.597 $ | +34.577 $ | +9,5 % | 363.020 $ | +32.492 $ | +9,8 % |
| J. L. Bainbridge & Co., Inc. | 671.416 $ | +339.781 $ | +102,5 % | 331.635 $ | +48.240 $ | +17,0 % | 283.395 $ | +693 $ | +0,2 % | 282.702 $ | -1.093 $ | -0,4 % |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 671.004 $ | +392.004 $ | +140,5 % | 279.000 $ | ||||||||
| DGS Capital Management, LLC | 670.995 $ | +299.134 $ | +80,4 % | 371.861 $ | -12.255 $ | -3,2 % | 384.116 $ | +404 $ | +0,1 % | |||
| HBE Wealth Management, LLC | 670.189 $ | +283.989 $ | +73,5 % | 386.200 $ | -27.192 $ | -6,6 % | 413.392 $ | |||||
| Journey Beyond Wealth, LLC | 445.060 $ | +176.699 $ | +65,8 % | 268.361 $ | -401.223 $ | -59,9 % | 669.584 $ | +104.038 $ | +18,4 % | 565.546 $ | +29.473 $ | +5,5 % |
| Stonekeep Investments, LLC | 669.000 $ | +104.676 $ | +18,5 % | 564.324 $ | +16.324 $ | +3,0 % | 548.000 $ | +5.683 $ | +1,0 % | 542.317 $ | +45.956 $ | +9,3 % |
| Sowa Financial Group, Inc. | 668.000 $ | +14.000 $ | +2,1 % | 654.000 $ | -5.000 $ | -0,8 % | 659.000 $ | +6.000 $ | +0,9 % | 653.000 $ | -131.000 $ | -16,7 % |
| Powerhouse Assets LLC | 665.136 $ | +105.102 $ | +18,8 % | 560.034 $ | +20.313 $ | +3,8 % | 539.721 $ | |||||
| USA FINANCIAL FORMULAS | 664.460 $ | 351.540 $ | -134.595 $ | -27,7 % | 486.135 $ | |||||||
| MELFA WEALTH MANAGEMENT, INC. | 664.411 $ | +112.412 $ | +20,4 % | 551.999 $ | +50.271 $ | +10,0 % | 501.728 $ | +3.554 $ | +0,7 % | 498.174 $ | +61.021 $ | +14,0 % |
| BURNEY CO/ | 661.212 $ | +115.166 $ | +21,1 % | 546.046 $ | +333.950 $ | +157,5 % | 212.096 $ | +0 $ | +0,0 % | 212.096 $ | -122.185 $ | -36,6 % |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 659.089 $ | +46.147 $ | +7,5 % | 612.942 $ | +237.734 $ | +63,4 % | 375.208 $ | +917 $ | +0,2 % | 374.291 $ | +1.639 $ | +0,4 % |
| Immaculate Wealth Management LLC | 658.117 $ | +79.764 $ | +13,8 % | 578.353 $ | ||||||||
| Mission Creek Capital Partners, Inc. | 282.199 $ | -76.658 $ | -21,4 % | 358.857 $ | -297.732 $ | -45,3 % | 656.589 $ | -125.354 $ | -16,0 % | |||
| ALPHA CAPITAL ADVISORS INC /ADV | 536.583 $ | -77.496 $ | -12,6 % | 614.079 $ | -42.028 $ | -6,4 % | 656.107 $ | |||||
| GUYASUTA INVESTMENT ADVISORS INC | 650.258 $ | +73.360 $ | +12,7 % | 576.898 $ | +79.865 $ | +16,1 % | 497.033 $ | +6.992 $ | +1,4 % | 490.041 $ | +218.041 $ | +80,2 % |
| Caldwell Trust Co | 430.562 $ | -219.656 $ | -33,8 % | 650.218 $ | +37.528 $ | +6,1 % | 612.690 $ | +151.947 $ | +33,0 % | 460.743 $ | +20.247 $ | +4,6 % |
| Kaizen Financial Strategies | 480.309 $ | -168.548 $ | -26,0 % | 648.857 $ | +56.447 $ | +9,5 % | 592.410 $ | +199.285 $ | +50,7 % | 393.125 $ | +12.955 $ | +3,4 % |
| Oxler Private Wealth LLC | 566.926 $ | -81.091 $ | -12,5 % | 648.017 $ | +21.379 $ | +3,4 % | 626.638 $ | +17.305 $ | +2,8 % | 609.333 $ | -52.540 $ | -7,9 % |
| LFG Wealth Partners, LLC | 646.810 $ | +250.891 $ | +63,4 % | 395.919 $ | ||||||||
| Spahn Wealth & Retirement LLC | 643.803 $ | +2.819 $ | +0,4 % | |||||||||
| WealthTrust Axiom LLC | 642.753 $ | +99.977 $ | +18,4 % | 542.776 $ | +302.934 $ | +126,3 % | 239.842 $ | |||||
| FARMERS & MERCHANTS INVESTMENTS INC | 642.473 $ | +19.120 $ | +3,1 % | 623.353 $ | +67.315 $ | +12,1 % | 556.038 $ | -16.869 $ | -2,9 % | 572.907 $ | +7.577 $ | +1,3 % |
| Greystone Financial Group, LLC | 469.075 $ | +35.720 $ | +8,2 % | 433.355 $ | -207.521 $ | -32,4 % | 640.876 $ | +11.094 $ | +1,8 % | 629.782 $ | +25.438 $ | +4,2 % |
| Gladwyn Financial Advisors, Inc. | 639.586 $ | +101.064 $ | +18,8 % | 538.522 $ | +19.534 $ | +3,8 % | 518.988 $ | +10.037 $ | +2,0 % | 508.951 $ | +45.475 $ | +9,8 % |
| MARYLAND CAPITAL ADVISORS INC. | 503.721 $ | -123.855 $ | -19,7 % | 627.576 $ | -11.745 $ | -1,8 % | 639.321 $ | -64.748 $ | -9,2 % | |||
| FWL INVESTMENT MANAGEMENT, LLC | 586.700 $ | -51.910 $ | -8,1 % | 638.610 $ | +13.201 $ | +2,1 % | 625.409 $ | +136.141 $ | +27,8 % | 489.268 $ | +3.348 $ | +0,7 % |
| Gilman Hill Asset Management, LLC | 634.305 $ | +59.657 $ | +10,4 % | 574.648 $ | +1.225 $ | +0,2 % | 573.423 $ | +0 $ | +0,0 % | 573.423 $ | +49.858 $ | +9,5 % |
| INTREPID FAMILY OFFICE LLC | 632.375 $ | |||||||||||
| Samalin Investment Counsel, LLC | 629.349 $ | -250.980 $ | -28,5 % | |||||||||
| ELEVATION WEALTH PARTNERS, LLC | 581.064 $ | -47.391 $ | -7,5 % | 628.455 $ | +64.336 $ | +11,4 % | 564.119 $ | +3.096 $ | +0,6 % | 561.023 $ | +11.359 $ | +2,1 % |
| Clear Trail Advisors, LLC | 624.758 $ | +266.639 $ | +74,5 % | 358.119 $ | -120.874 $ | -25,2 % | 478.993 $ | |||||
| ALEXANDER LABRUNERIE & CO., INC. | 618.202 $ | +259.928 $ | +72,6 % | 358.274 $ | -6.631 $ | -1,8 % | 364.905 $ | +145.241 $ | +66,1 % | 219.664 $ | ||
| Hyundai Investments Co., Ltd. | 617.426 $ | +155.803 $ | +33,8 % | 461.623 $ | -109.835 $ | -19,2 % | 571.458 $ | |||||
| Guerra Advisors Inc | 613.411 $ | |||||||||||
| Foundation Wealth Management, LLC\PA | 612.823 $ | +58.168 $ | +10,5 % | 554.655 $ | +1.183 $ | +0,2 % | 553.472 $ | -16.019 $ | -2,8 % | 569.491 $ | +49.516 $ | +9,5 % |
| Whelan Financial | 611.681 $ | +62.319 $ | +11,3 % | 549.362 $ | -207 $ | -0,0 % | 549.569 $ | +304.821 $ | +124,5 % | 244.748 $ | ||
| Wilshire Advisors LLC | 558.259 $ | +28.229 $ | +5,3 % | 530.030 $ | -58.750 $ | -10,0 % | 588.780 $ | -21.969 $ | -3,6 % | 610.749 $ | -27.550 $ | -4,3 % |
| LS Investment Advisors, LLC | 610.119 $ | +96.547 $ | +18,8 % | 513.572 $ | +18.629 $ | +3,8 % | 494.943 $ | +9.860 $ | +2,0 % | 485.083 $ | +103.372 $ | +27,1 % |
| AGH Wealth Advisors, LLC | 606.840 $ | -480 $ | -0,1 % | 607.320 $ | +240 $ | +0,0 % | 607.080 $ | -1.680 $ | -0,3 % | 608.760 $ | +600 $ | +0,1 % |
| Capital Advisor Network LLC | 366.773 $ | -240.500 $ | -39,6 % | 607.273 $ | ||||||||
| One Degree Advisors Inc | 374.000 $ | -10.000 $ | -2,6 % | 384.000 $ | -216.000 $ | -36,0 % | 600.000 $ | -7.000 $ | -1,2 % | 607.000 $ | +292.000 $ | +92,7 % |
| ARGUS INVESTORS' COUNSEL, INC. | 606.013 $ | +227.807 $ | +60,2 % | 378.206 $ | -130.408 $ | -25,6 % | 508.614 $ | +11.928 $ | +2,4 % | 496.686 $ | +13.757 $ | +2,8 % |
| Ally Invest Advisors Inc. | 585.169 $ | +46.499 $ | +8,6 % | 538.670 $ | -64.988 $ | -10,8 % | 603.658 $ | +4.119 $ | +0,7 % | 599.539 $ | +39.321 $ | +7,0 % |
| OPTIMUM INVESTMENT ADVISORS | 601.111 $ | +5.694 $ | +1,0 % | |||||||||
| Richardson Capital Management LLC | 600.471 $ | +36.669 $ | +6,5 % | 563.802 $ | +208.206 $ | +58,6 % | 355.596 $ | +4.321 $ | +1,2 % | 351.275 $ | +40.650 $ | +13,1 % |
| J.E. Simmons & Co., P.C. | 599.372 $ | +104.007 $ | +21,0 % | 495.365 $ | -61.485 $ | -11,0 % | 556.850 $ | |||||
| Janney Capital Management LLC | 599.000 $ | +249.000 $ | +71,1 % | 350.000 $ | ||||||||
| Simmons Bank | 598.932 $ | |||||||||||
| PENNINGTON PARTNERS & CO., LLC | 598.791 $ | +59.748 $ | +11,1 % | 539.043 $ | +2.463 $ | +0,5 % | 536.580 $ | +18.464 $ | +3,6 % | 518.116 $ | +30.295 $ | +6,2 % |
| Wealth Advisors Northwest LLC | 586.671 $ | -11.419 $ | -1,9 % | 598.090 $ | +259.381 $ | +76,6 % | 338.709 $ | -6.969 $ | -2,0 % | 345.678 $ | +26.209 $ | +8,2 % |
| Integris Wealth Management, LLC | 598.069 $ | +331.819 $ | +124,6 % | 266.250 $ | -7.050 $ | -2,6 % | 273.300 $ | -300 $ | -0,1 % | 273.600 $ | +6.600 $ | +2,5 % |
| Clarity Capital Advisors, LLC | 438.019 $ | -157.224 $ | -26,4 % | 595.243 $ | -1.061 $ | -0,2 % | 596.304 $ | +210.770 $ | +54,7 % | 385.534 $ | +33.521 $ | +9,5 % |
| Ridgeline Wealth, LLC | 595.462 $ | |||||||||||
| LWM ADVISORS INC | 595.143 $ | +218.212 $ | +57,9 % | 376.931 $ | ||||||||
| Nicholson Wealth Management Group, LLC | 594.928 $ | +34.076 $ | +6,1 % | 560.852 $ | -19.581 $ | -3,4 % | 580.433 $ | +167.863 $ | +40,7 % | 412.570 $ | +19.999 $ | +5,1 % |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 593.040 $ | |||||||||||
| Chokshi & Queen Wealth Advisors, Inc | 592.256 $ | +34.475 $ | +6,2 % | 557.781 $ | +14.402 $ | +2,7 % | 543.379 $ | +233.938 $ | +75,6 % | |||
| ACCREDITED INVESTOR SERVICES, LLC | 592.140 $ | +73.200 $ | +14,1 % | 518.940 $ | +13.513 $ | +2,7 % | 505.427 $ | +8.852 $ | +1,8 % | 496.575 $ | +42.148 $ | +9,3 % |
| Austin Wealth Management, LLC | 591.559 $ | |||||||||||
| Hill Investment Group Partners, LLC | 591.328 $ | +39.948 $ | +7,2 % | 551.380 $ | +1.175 $ | +0,2 % | 550.205 $ | -11.609 $ | -2,1 % | 561.814 $ | +48.849 $ | +9,5 % |
| Relyea Zuckerberg Hanson LLC | 224.416 $ | -51.044 $ | -18,5 % | 275.460 $ | -258.641 $ | -48,4 % | 534.101 $ | -57.172 $ | -9,7 % | 591.273 $ | +259.774 $ | +78,4 % |
| United Bank | 588.296 $ | +96.937 $ | +19,7 % | 491.359 $ | ||||||||
| Live Oak Private Wealth LLC | 588.183 $ | +60.315 $ | +11,4 % | 527.868 $ | +8.257 $ | +1,6 % | 519.611 $ | +4.710 $ | +0,9 % | 514.901 $ | +44.026 $ | +9,3 % |
| 1834 INVESTMENT ADVISORS CO | 555.675 $ | +4.040 $ | +0,7 % | 551.635 $ | -14.607 $ | -2,6 % | 566.242 $ | -21.032 $ | -3,6 % | 587.274 $ | +14.167 $ | +2,5 % |
| Redwood Wealth Management Group, LLC | 512.617 $ | -19.061 $ | -3,6 % | 531.678 $ | -55.170 $ | -9,4 % | 586.848 $ | +18.931 $ | +3,3 % | |||
| BEACON INVESTMENT ADVISORS LLC | 586.251 $ | +217.145 $ | +58,8 % | 369.106 $ | +7.486 $ | +2,1 % | 361.620 $ | -1.217 $ | -0,3 % | 362.837 $ | +33.680 $ | +10,2 % |
| NDVR, Inc. | 586.091 $ | +14.565 $ | +2,5 % | 571.526 $ | +64.573 $ | +12,7 % | ||||||
| Dash Acquisitions Inc. | 585.056 $ | +45.097 $ | +8,4 % | 539.959 $ | +3.052 $ | +0,6 % | 536.907 $ | +16.344 $ | +3,1 % | 520.563 $ | +19.137 $ | +3,8 % |
| Courage Miller Partners, LLC | 584.933 $ | +90.057 $ | +18,2 % | 494.876 $ | +17.345 $ | +3,6 % | 477.531 $ | -48.511 $ | -9,2 % | 526.042 $ | -38.840 $ | -6,9 % |
| Balance Wealth Partners LLC | 584.436 $ | +66.589 $ | +12,9 % | 517.847 $ | -20.241 $ | -3,8 % | 538.088 $ | +32.888 $ | +6,5 % | 505.200 $ | +24.904 $ | +5,2 % |
| Gambit Capital Management, LLC | 582.007 $ | +71.157 $ | +13,9 % | 510.850 $ | +126.119 $ | +32,8 % | 384.731 $ | |||||
| Zullo Investment Group, Inc. | 581.313 $ | +180.477 $ | +45,0 % | 400.836 $ | -5.029 $ | -1,2 % | 405.865 $ | +11.040 $ | +2,8 % | 394.825 $ | +31.811 $ | +8,8 % |
| Alpha Financial Partners LLC | 580.509 $ | +335.829 $ | +137,3 % | 244.680 $ | +33.972 $ | +16,1 % | 210.708 $ | -1.431.549 $ | -87,2 % | |||
| Spruce Point Capital Management, LLC | 579.238 $ | +97.677 $ | +20,3 % | 481.561 $ | +54.164 $ | +12,7 % | 427.397 $ | |||||
| Next Level Wealth Planning, LLC | 437.560 $ | +789 $ | +0,2 % | 436.771 $ | -136.070 $ | -23,8 % | 572.841 $ | +17.831 $ | +3,2 % | 555.010 $ | +85.924 $ | +18,3 % |
| Prossimo Advisors, LLC | 568.811 $ | -450 $ | -0,1 % | 569.261 $ | +225 $ | +0,0 % | 569.036 $ | -1.575 $ | -0,3 % | 570.611 $ | +611 $ | +0,1 % |
| Seelaus Asset Management LLC | 552.112 $ | -17.518 $ | -3,1 % | 569.630 $ | +38.619 $ | +7,3 % | 531.011 $ | -39.544 $ | -6,9 % | 570.555 $ | +12.621 $ | +2,3 % |
| Azimuth Capital Investment Management LLC | 569.626 $ | +40.337 $ | +7,6 % | 529.289 $ | -4.284 $ | -0,8 % | 533.573 $ | -137.726 $ | -20,5 % | |||
| My Personal CFO, LLC | 350.657 $ | -44.421 $ | -11,2 % | 395.078 $ | +14.331 $ | +3,8 % | 380.747 $ | -188.744 $ | -33,1 % | 569.491 $ | +228.430 $ | +67,0 % |
| BCI SECURITIES, INC. | 394.823 $ | +53.740 $ | +15,8 % | 341.083 $ | -225.918 $ | -39,8 % | 567.001 $ | |||||
| CARRET ASSET MANAGEMENT, LLC | 554.156 $ | -11.398 $ | -2,0 % | 565.554 $ | +169.554 $ | +42,8 % | 396.000 $ | |||||
| Provident Living Financial Services, Inc. | 563.885 $ | +32.596 $ | +6,1 % | 531.289 $ | +32.921 $ | +6,6 % | 498.368 $ | |||||
| VISIONARY HORIZONS, LLC | 562.090 $ | +298.420 $ | +113,2 % | 263.670 $ | ||||||||
| truNorth Financial Services, Inc. | 556.260 $ | +244.737 $ | +78,6 % | 311.523 $ | +75.558 $ | +32,0 % | 235.965 $ | |||||
| Meriwether Wealth & Planning, LLC | 249.472 $ | +4.388 $ | +1,8 % | 245.084 $ | -22.685 $ | -8,5 % | 267.769 $ | -283.740 $ | -51,4 % | 551.509 $ | -51.706 $ | -8,6 % |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 551.053 $ | +57.513 $ | +11,7 % | 493.540 $ | -1.863 $ | -0,4 % | 495.403 $ | +13.700 $ | +2,8 % | 481.703 $ | +68.834 $ | +16,7 % |
| Magnolia Private Wealth, LLC | 548.751 $ | |||||||||||
| FinDec Wealth Services, Inc. | 266.434 $ | +28.064 $ | +11,8 % | 238.370 $ | -25.563 $ | -9,7 % | 263.933 $ | -284.124 $ | -51,8 % | 548.057 $ | -21.254 $ | -3,7 % |
| Arlington Trust Co LLC | 547.946 $ | +383.035 $ | +232,3 % | 164.911 $ | +5.278 $ | +3,3 % | 159.633 $ | -137.105 $ | -46,2 % | 296.738 $ | -89.186 $ | -23,1 % |
| Seven Post Investment Office LP | 547.241 $ | +36.392 $ | +7,1 % | 510.849 $ | +17.521 $ | +3,6 % | 493.328 $ | -13.795 $ | -2,7 % | 507.123 $ | +45.312 $ | +9,8 % |
| Joseph Group Capital Management | 545.337 $ | +164.278 $ | +43,1 % | 381.059 $ | -119.373 $ | -23,9 % | 500.432 $ | +5.894 $ | +1,2 % | 494.538 $ | +25.384 $ | +5,4 % |
| Accredited Investors Inc. | 544.468 $ | +4.818 $ | +0,9 % | 539.650 $ | +9.150 $ | +1,7 % | 530.500 $ | +90.967 $ | +20,7 % | 439.533 $ | +8.771 $ | +2,0 % |
| Capital International Investors | 296.416 $ | -247.753 $ | -45,5 % | 544.169 $ | +45.150 $ | +9,0 % | ||||||
| CHAPMAN FINANCIAL GROUP, LLC | 14.249 $ | -312.493 $ | -95,6 % | 326.742 $ | -111.757 $ | -25,5 % | 438.499 $ | -103.007 $ | -19,0 % | 541.506 $ | -4.045 $ | -0,7 % |
| PINNEY & SCOFIELD, INC. | 541.037 $ | +73.881 $ | +15,8 % | 467.156 $ | +44.073 $ | +10,4 % | 423.083 $ | +9.171 $ | +2,2 % | 413.912 $ | +36.984 $ | +9,8 % |
| Vickerman Investment Advisors, Inc. | 539.835 $ | +109.281 $ | +25,4 % | 430.554 $ | ||||||||
| Sellwood Investment Partners LLC | 480.571 $ | -41.876 $ | -8,0 % | 522.447 $ | -16.431 $ | -3,0 % | 538.878 $ | +106.871 $ | +24,7 % | 432.007 $ | +19.515 $ | +4,7 % |
| STEEL GROVE CAPITAL ADVISORS, LLC | 535.637 $ | +0 $ | +0,0 % | |||||||||
| AWM CAPITAL, LLC | 533.750 $ | +84.052 $ | +18,7 % | 449.698 $ | +13.371 $ | +3,1 % | 436.327 $ | +477 $ | +0,1 % | 435.850 $ | +4.939 $ | +1,1 % |
| SpringVest Wealth Management LLC | 531.295 $ | +222.624 $ | +72,1 % | 308.671 $ | +21.841 $ | +7,6 % | 286.830 $ | +12.871 $ | +4,7 % | 273.959 $ | ||
| Indiana Trust & Investment Management Co | 530.645 $ | +99.257 $ | +23,0 % | 431.388 $ | +31.449 $ | +7,9 % | 399.939 $ | -7.250 $ | -1,8 % | 407.189 $ | +19.673 $ | +5,1 % |
| Downshift Financial, LLC | 529.666 $ | +162.016 $ | +44,1 % | 367.650 $ | +24.326 $ | +7,1 % | 343.324 $ | |||||
| Jacksonville Wealth Management, LLC | 525.736 $ | -2.946 $ | -0,6 % | 528.682 $ | +24.939 $ | +5,0 % | 503.743 $ | +22.605 $ | +4,7 % | 481.138 $ | -86.503 $ | -15,2 % |
| Crown Wealth Group, LLC | 526.094 $ | +298.699 $ | +131,4 % | 227.395 $ | -24.216 $ | -9,6 % | 251.611 $ | +3.112 $ | +1,3 % | 248.499 $ | +18.501 $ | +8,0 % |
| PRIVATE MANAGEMENT GROUP INC | 524.294 $ | +83.683 $ | +19,0 % | 440.611 $ | +15.982 $ | +3,8 % | 424.629 $ | +8.212 $ | +2,0 % | 416.417 $ | +37.207 $ | +9,8 % |
| Allegheny Financial Group | 523.611 $ | +264.476 $ | +102,1 % | 259.135 $ | +11.212 $ | +4,5 % | 247.923 $ | +7.707 $ | +3,2 % | 240.216 $ | ||
| North Capital, Inc. | 443.797 $ | +85.641 $ | +23,9 % | 358.156 $ | +13.683 $ | +4,0 % | 344.473 $ | -178.090 $ | -34,1 % | 522.563 $ | +30.918 $ | +6,3 % |
| Highland Investment Advisors LLC | 522.377 $ | |||||||||||
| ROCKLAND TRUST CO | 522.349 $ | +242.789 $ | +86,8 % | |||||||||
| Piscataqua Savings Bank | 473.920 $ | -48.248 $ | -9,2 % | 522.168 $ | +32.363 $ | +6,6 % | 489.805 $ | +310.055 $ | +172,5 % | 179.750 $ | +14.658 $ | +8,9 % |
| Alhambra Investment Management LLC | 473.421 $ | -25.680 $ | -5,1 % | 499.101 $ | +198 $ | +0,0 % | 498.903 $ | -21.673 $ | -4,2 % | 520.576 $ | +513 $ | +0,1 % |
| Tilson Financial Group, Inc. | 520.194 $ | +286.571 $ | +122,7 % | 233.623 $ | -18.915 $ | -7,5 % | 252.538 $ | +4.113 $ | +1,7 % | 248.425 $ | +21.425 $ | +9,4 % |
| HAMEL ASSOCIATES, INC. | 520.075 $ | +202.112 $ | +63,6 % | 317.963 $ | +58.399 $ | +22,5 % | 259.564 $ | +53.757 $ | +26,1 % | 205.807 $ | -25.012 $ | -10,8 % |
| McIlrath & Eck, LLC | 518.405 $ | +255.607 $ | +97,3 % | 262.798 $ | -280.845 $ | -51,7 % | ||||||
| Quantbot Technologies LP | 15.587 $ | -501.643 $ | -97,0 % | 517.230 $ | -735.689 $ | -58,7 % | ||||||
| Bedminster, LLC | 516.492 $ | |||||||||||
| ARBOR CAPITAL MANAGEMENT INC /ADV | 434.292 $ | -80.946 $ | -15,7 % | 515.238 $ | +37.412 $ | +7,8 % | 477.826 $ | +21.898 $ | +4,8 % | 455.928 $ | +38.122 $ | +9,1 % |
| Watts Gwilliam & Co., LLC | 515.004 $ | +1.101 $ | +0,2 % | |||||||||
| STEPH & CO | 514.716 $ | +60.196 $ | +13,2 % | 454.520 $ | -23.710 $ | -5,0 % | 478.230 $ | +6.794 $ | +1,4 % | 471.436 $ | +32.619 $ | +7,4 % |
| Kennebec Savings Bank | 510.212 $ | +76.297 $ | +17,6 % | 433.915 $ | +3.035 $ | +0,7 % | 430.880 $ | +8.926 $ | +2,1 % | 421.954 $ | +37.582 $ | +9,8 % |
| REBALANCE, LLC | 510.010 $ | +13.096 $ | +2,6 % | 496.914 $ | ||||||||
| Arlington Capital Management, Inc. | 505.773 $ | |||||||||||
| American Trust Investment Advisors, LLC | 504.557 $ | +75.644 $ | +17,6 % | 428.913 $ | -21.028 $ | -4,7 % | 449.941 $ | -5.018 $ | -1,1 % | 454.959 $ | +4.258 $ | +0,9 % |
| Welch Group, LLC | 503.403 $ | +31.040 $ | +6,6 % | 472.363 $ | -12.144 $ | -2,5 % | 484.507 $ | +3.596 $ | +0,7 % | 480.911 $ | +14.053 $ | +3,0 % |
| LVW Advisors, LLC | 272.324 $ | -228.382 $ | -45,6 % | 500.706 $ | -176.683 $ | -26,1 % | ||||||
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 497.917 $ | +122.731 $ | +32,7 % | 375.186 $ | +12.522 $ | +3,5 % | 362.664 $ | +11.563 $ | +3,3 % | 351.101 $ | +20.246 $ | +6,1 % |
| Carroll Advisory Group, LLC | 465.733 $ | +43.343 $ | +10,3 % | 422.390 $ | -75.212 $ | -15,1 % | 497.602 $ | |||||
| Centerpoint Advisors, LLC | 497.000 $ | +152.000 $ | +44,1 % | 345.000 $ | -11.000 $ | -3,1 % | 356.000 $ | +15.000 $ | +4,4 % | 341.000 $ | +22.000 $ | +6,9 % |
| Intellectus Partners, LLC | 496.124 $ | +40.047 $ | +8,8 % | 456.077 $ | +196.843 $ | +75,9 % | 259.234 $ | |||||
| Stillwater Private Wealth, LLC | 496.000 $ | +182.000 $ | +58,0 % | 314.000 $ | ||||||||
| Reliant Wealth Planning | 261.671 $ | -927 $ | -0,4 % | 262.598 $ | -135.907 $ | -34,1 % | 398.505 $ | -96.323 $ | -19,5 % | 494.828 $ | +99.039 $ | +25,0 % |
| Rockwood Wealth Management, LLC | 494.728 $ | |||||||||||
| Private Capital Management, LLC | 494.272 $ | +41.066 $ | +9,1 % | 453.206 $ | +25.513 $ | +6,0 % | 427.693 $ | +11.955 $ | +2,9 % | 415.738 $ | +37.147 $ | +9,8 % |
| DELTA CAPITAL MANAGEMENT LLC | 482.000 $ | +28.000 $ | +6,2 % | 454.000 $ | -24.000 $ | -5,0 % | 478.000 $ | -16.000 $ | -3,2 % | 494.000 $ | +19.000 $ | +4,0 % |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 492.304 $ | |||||||||||
| THOMPSON SIEGEL & WALMSLEY LLC | 491.000 $ | +67.000 $ | +15,8 % | 424.000 $ | ||||||||
| Eagle Wealth Advisors LLC | 490.759 $ | +93.777 $ | +23,6 % | 396.982 $ | +45.823 $ | +13,0 % | 351.159 $ | |||||
| ALLIUM FINANCIAL ADVISORS, LLC | 490.661 $ | +165.835 $ | +51,1 % | 324.826 $ | ||||||||
| HOHIMER WEALTH MANAGEMENT, LLC | 312.831 $ | -176.134 $ | -36,0 % | 488.965 $ | +187.264 $ | +62,1 % | 301.701 $ | -45.317 $ | -13,1 % | 347.018 $ | +18.823 $ | +5,7 % |
| CGC Financial Services, LLC | 237.283 $ | +35.532 $ | +17,6 % | 201.751 $ | -286.272 $ | -58,7 % | 488.023 $ | +14.523 $ | +3,1 % | 473.500 $ | +218.973 $ | +86,0 % |
| STABLEFORD CAPITAL II LLC | 487.588 $ | +216.013 $ | +79,5 % | 271.575 $ | -7.191 $ | -2,6 % | 278.766 $ | -306 $ | -0,1 % | 279.072 $ | +5.508 $ | +2,0 % |
| Community Bank & Trust, Waco, Texas | 486.000 $ | +38.000 $ | +8,5 % | 448.000 $ | +30.000 $ | +7,2 % | 418.000 $ | |||||
| RIVERCHASE WEALTH MANAGEMENT, LLC | 265.569 $ | -216.782 $ | -44,9 % | 482.351 $ | -2.687 $ | -0,6 % | 485.038 $ | +3.184 $ | +0,7 % | 481.854 $ | +5.597 $ | +1,2 % |
| SIG BROKERAGE, LP | 477.280 $ | -6.960 $ | -1,4 % | 484.240 $ | ||||||||
| Ironwood Financial, llc | 482.446 $ | -7.589.117 $ | -94,0 % | |||||||||
| FAYEZ SAROFIM & CO | 481.466 $ | +76.079 $ | +18,8 % | 405.387 $ | +14.704 $ | +3,8 % | 390.683 $ | +7.556 $ | +2,0 % | 383.127 $ | ||
| WULFF, HANSEN & CO. | 480.803 $ | +75.974 $ | +18,8 % | 404.829 $ | +14.684 $ | +3,8 % | 390.145 $ | |||||
| FINANCIAL LIFE ADVISORS | 480.389 $ | +40.476 $ | +9,2 % | 439.913 $ | +158.530 $ | +56,3 % | 281.383 $ | +5.442 $ | +2,0 % | 275.941 $ | +24.655 $ | +9,8 % |
| apricus wealth, LLC | 478.401 $ | +110.470 $ | +30,0 % | 367.931 $ | +25.109 $ | +7,3 % | 342.822 $ | +26.406 $ | +8,3 % | 316.416 $ | +56.786 $ | +21,9 % |
| Independent Family Office, LLC | 446.640 $ | -30.326 $ | -6,4 % | 476.966 $ | +51.782 $ | +12,2 % | 425.184 $ | +16.504 $ | +4,0 % | 408.680 $ | +17.019 $ | +4,3 % |
| Investment Advisory Group, LLC | 476.272 $ | +22.865 $ | +5,0 % | 453.407 $ | +22.358 $ | +5,2 % | 431.049 $ | +192.624 $ | +80,8 % | 238.425 $ | +9.837 $ | +4,3 % |
| Transce3nd, LLC | 470.303 $ | -1.511 $ | -0,3 % | 471.814 $ | -2.692 $ | -0,6 % | 474.506 $ | +10.540 $ | +2,3 % | 463.966 $ | -9.584.477 $ | -95,4 % |
| GRIFFIN ASSET MANAGEMENT, INC. | 472.707 $ | |||||||||||
| Legacy Trust | 470.960 $ | +11.242 $ | +2,4 % | 459.718 $ | +9.286 $ | +2,1 % | 450.432 $ | -1.564 $ | -0,3 % | 451.996 $ | ||
| Creative Capital Management Investments LLC | 470.851 $ | +315.640 $ | +203,4 % | 155.211 $ | +24.435 $ | +18,7 % | 130.776 $ | +41.370 $ | +46,3 % | 89.406 $ | +15.296 $ | +20,6 % |
| INVESTMENT COUNSEL CO OF NEVADA | 470.837 $ | +56.662 $ | +13,7 % | 414.175 $ | +360.771 $ | +675,6 % | 53.404 $ | |||||
| Vermillion Wealth Management, Inc. | 436.090 $ | -7.410 $ | -1,7 % | 443.500 $ | -25.081 $ | -5,4 % | 468.581 $ | -1.448 $ | -0,3 % | 470.029 $ | +17.105 $ | +3,8 % |
| Lazard Freres Gestion S.A.S. | 468.000 $ | +79.000 $ | +20,3 % | 389.000 $ | +188.000 $ | +93,5 % | 201.000 $ | |||||
| FULCRUM WEALTH ADVISORS, LLC | 466.789 $ | +134.280 $ | +40,4 % | 332.509 $ | ||||||||
| W.H. Cornerstone Investments Inc. | 466.620 $ | +204.050 $ | +77,7 % | 262.570 $ | ||||||||
| Outbound Financial Inc | 466.141 $ | +81.818 $ | +21,3 % | 384.323 $ | +13.941 $ | +3,8 % | 370.382 $ | +7.163 $ | +2,0 % | 363.219 $ | +27.531 $ | +8,2 % |
| Aspen Capital Management, LLC | 457.261 $ | +190.003 $ | +71,1 % | 267.258 $ | -198.859 $ | -42,7 % | 466.117 $ | +3.706 $ | +0,8 % | 462.411 $ | +223.064 $ | +93,2 % |
| Ellenbecker Investment Group | 464.058 $ | +107.487 $ | +30,1 % | 356.571 $ | -21.909 $ | -5,8 % | 378.480 $ | -83.879 $ | -18,1 % | 462.359 $ | +238.182 $ | +106,2 % |
| Adventist Health System/ West | 463.987 $ | +73.317 $ | +18,8 % | 390.670 $ | ||||||||
| AUGUSTINE ASSET MANAGEMENT INC | 463.241 $ | +41.323 $ | +9,8 % | 421.918 $ | +88.776 $ | +26,6 % | 333.142 $ | +4.597 $ | +1,4 % | 328.545 $ | +28.995 $ | +9,7 % |
| Brown Financial Advisors | 463.153 $ | +150.280 $ | +48,0 % | 312.873 $ | +58.745 $ | +23,1 % | 254.128 $ | |||||
| First Financial Group Corp | 364.484 $ | -34.625 $ | -8,7 % | 399.109 $ | -59.762 $ | -13,0 % | 458.871 $ | -4.151 $ | -0,9 % | 463.022 $ | -258.329 $ | -35,8 % |
| TLS Advisors LLC | 463.000 $ | +85.000 $ | +22,5 % | 378.000 $ | ||||||||
| SilverOak Wealth Management LLC | 462.910 $ | +72.380 $ | +18,5 % | 390.530 $ | +14.165 $ | +3,8 % | 376.365 $ | +8.004 $ | +2,2 % | 368.361 $ | +31.293 $ | +9,3 % |
| BBR PARTNERS, LLC | 462.744 $ | +193.300 $ | +71,7 % | 269.444 $ | -95.292 $ | -26,1 % | 364.736 $ | +7.054 $ | +2,0 % | 357.682 $ | ||
| Certus Wealth Management, LLC | 462.099 $ | +34.145 $ | +8,0 % | |||||||||
| Westview Management dba Westview Investment Advisors | 460.459 $ | |||||||||||
| SEARLE & CO. | 460.335 $ | +44.490 $ | +10,7 % | 415.845 $ | -19.474 $ | -4,5 % | 435.319 $ | +4.494 $ | +1,0 % | 430.825 $ | +23.369 $ | +5,7 % |
| Aviso Financial Inc. | 459.818 $ | +59.482 $ | +14,9 % | 400.336 $ | -12.254 $ | -3,0 % | 412.590 $ | -27.558 $ | -6,3 % | 440.148 $ | +43.908 $ | +11,1 % |
| Cordatus Wealth Management LLC | 247.691 $ | +39.139 $ | +18,8 % | 208.552 $ | +7.565 $ | +3,8 % | 200.987 $ | -257.752 $ | -56,2 % | 458.739 $ | +82.739 $ | +22,0 % |
| Financial Sense Advisors, Inc. | 458.507 $ | +55.689 $ | +13,8 % | 402.818 $ | +54.448 $ | +15,6 % | 348.370 $ | |||||
| Adalta Capital Management LLC | 170.040 $ | -118.295 $ | -41,0 % | 288.335 $ | -169.725 $ | -37,1 % | 458.060 $ | |||||
| Midwest Financial Partners Investments, Inc. | 456.863 $ | +76.795 $ | +20,2 % | 380.068 $ | +13.786 $ | +3,8 % | 366.282 $ | |||||
| Phillips Wealth Planners LLC | 422.648 $ | -33.106 $ | -7,3 % | 455.754 $ | +19.765 $ | +4,5 % | 435.989 $ | +19.085 $ | +4,6 % | 416.904 $ | +43.026 $ | +11,5 % |
| Golden Reserve Retirement LLC | 455.613 $ | +237.108 $ | +108,5 % | 218.505 $ | ||||||||
| Fulcrum Capital LLC | 453.963 $ | +71.733 $ | +18,8 % | 382.230 $ | +13.864 $ | +3,8 % | 368.366 $ | -46.930 $ | -11,3 % | 415.296 $ | -66.745 $ | -13,8 % |
| Dentgroup LLC | 452.536 $ | |||||||||||
| Stockman Wealth Management, Inc. | 450.198 $ | +18.037 $ | +4,2 % | 432.161 $ | +10.425 $ | +2,5 % | ||||||
| Aureus Asset Management, LLC | 447.750 $ | +9.092 $ | +2,1 % | 438.658 $ | ||||||||
| Marex Group Ltd | 446.444 $ | |||||||||||
| BAR HARBOR WEALTH MANAGEMENT | 445.425 $ | +63.740 $ | +16,7 % | 381.685 $ | -26.382 $ | -6,5 % | 408.067 $ | +9.888 $ | +2,5 % | 398.179 $ | +12.642 $ | +3,3 % |
| QUEST INVESTMENT MANAGEMENT LLC | 441.696 $ | +80.427 $ | +22,3 % | 361.269 $ | +12.877 $ | +3,7 % | 348.392 $ | +58.972 $ | +20,4 % | 289.420 $ | ||
| WFA Asset Management Corp | 439.315 $ | -143.969 $ | -24,7 % | |||||||||
| Douglass Winthrop Advisors, LLC | 439.259 $ | |||||||||||
| AVISO WEALTH MANAGEMENT | 439.218 $ | +85.725 $ | +24,3 % | 353.493 $ | +12.822 $ | +3,8 % | 340.671 $ | |||||
| Davies Financial Advisors, Inc. | 438.719 $ | -149.477 $ | -25,4 % | |||||||||
| RIDGECREST WEALTH PARTNERS, LLC | 245.840 $ | +23.760 $ | +10,7 % | 222.080 $ | -210.740 $ | -48,7 % | 432.820 $ | -5.675 $ | -1,3 % | 438.495 $ | +13.392 $ | +3,2 % |
| PEOPLES BANK /OH | 436.590 $ | -1.546 $ | -0,4 % | 438.136 $ | ||||||||
| Everest Private Wealth | 437.892 $ | +69.194 $ | +18,8 % | 368.698 $ | +70.913 $ | +23,8 % | 297.785 $ | +1.277 $ | +0,4 % | 296.508 $ | +79.440 $ | +36,6 % |
| Rolek Wealth Management LLC | 425.952 $ | -1.508 $ | -0,4 % | 427.460 $ | -4.223 $ | -1,0 % | 431.683 $ | |||||
| Retirement Management Systems Inc. | 426.930 $ | +175.850 $ | +70,0 % | 251.080 $ | -178.266 $ | -41,5 % | 429.346 $ | |||||
| TrustWell Financial Advisors, LLC | 200.807 $ | -215.392 $ | -51,8 % | 416.199 $ | -9.900 $ | -2,3 % | 426.099 $ | |||||
| Meredith Wealth Planning | 425.148 $ | +35.064 $ | +9,0 % | 390.084 $ | +6.487 $ | +1,7 % | 383.597 $ | +5.677 $ | +1,5 % | 377.920 $ | +27.524 $ | +7,9 % |
| WESTCO ADVISORY SERVICES INC /ADV | 424.801 $ | +71.634 $ | +20,3 % | 353.167 $ | +39.723 $ | +12,7 % | 313.444 $ | |||||
| Evelyn Partners Investment Management LLP | 421.547 $ | +51.618 $ | +14,0 % | 369.929 $ | +101.077 $ | +37,6 % | 268.852 $ | +30.006 $ | +12,6 % | |||
| TECTONIC ADVISORS LLC | 207.185 $ | -212.786 $ | -50,7 % | 419.971 $ | +107.360 $ | +34,3 % | 312.611 $ | +35.458 $ | +12,8 % | |||
| DOPKINS WEALTH MANAGEMENT, LLC | 417.048 $ | +53.719 $ | +14,8 % | 363.329 $ | +15.061 $ | +4,3 % | 348.268 $ | -32.162 $ | -8,5 % | 380.430 $ | +34.892 $ | +10,1 % |
| McAlister, Sweet & Associates, Inc. | 359.765 $ | -57.197 $ | -13,7 % | 416.962 $ | +61.478 $ | +17,3 % | 355.484 $ | +15.951 $ | +4,7 % | 339.533 $ | +56.688 $ | +20,0 % |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 415.296 $ | +37.107 $ | +9,8 % | |||||||||
| Canton Hathaway, LLC | 407.638 $ | +60.209 $ | +17,3 % | 347.429 $ | +35.829 $ | +11,5 % | 311.600 $ | -101.400 $ | -24,6 % | 413.000 $ | +302.000 $ | +272,1 % |
| North Star Investment Management Corp. | 412.870 $ | +213.906 $ | +107,5 % | 198.964 $ | +9.916 $ | +5,2 % | 189.048 $ | -7.524 $ | -3,8 % | 196.572 $ | +7.802 $ | +4,1 % |
| Sterling Wealth Management, Inc. | 409.253 $ | +38.441 $ | +10,4 % | 370.812 $ | -2.252 $ | -0,6 % | 373.064 $ | +11.138 $ | +3,1 % | 361.926 $ | +22.365 $ | +6,6 % |
| 1620 INVESTMENT ADVISORS, INC. | 351.609 $ | -56.736 $ | -13,9 % | 408.345 $ | +33.123 $ | +8,8 % | 375.222 $ | +276.860 $ | +281,5 % | 98.362 $ | -6.618 $ | -6,3 % |
| Ballast Financial Advisors LLC | 372.701 $ | +7.803 $ | +2,1 % | 364.898 $ | -43.363 $ | -10,6 % | 408.261 $ | |||||
| First County Bank /CT/ | 407.407 $ | +64.376 $ | +18,8 % | 343.031 $ | -2.211 $ | -0,6 % | 345.242 $ | +6.677 $ | +2,0 % | 338.565 $ | +14.823 $ | +4,6 % |
| STAGE HARBOR FINANCIAL, LLC | 407.159 $ | +26.533 $ | +7,0 % | 380.626 $ | +58.978 $ | +18,3 % | 321.648 $ | +11.560 $ | +3,7 % | 310.088 $ | +27.707 $ | +9,8 % |
| CAPITAL CITY TRUST CO/FL | 401.234 $ | -1.421 $ | -0,4 % | 402.655 $ | -3.978 $ | -1,0 % | 406.633 $ | +995 $ | +0,2 % | 405.638 $ | +1.776 $ | +0,4 % |
| Windward Private Wealth Management Inc. | 406.247 $ | +64.193 $ | +18,8 % | 342.054 $ | +86.551 $ | +33,9 % | 255.503 $ | +4.941 $ | +2,0 % | 250.562 $ | +22.388 $ | +9,8 % |
| NEW ENGLAND ASSET MANAGEMENT INC | 405.916 $ | +64.141 $ | +18,8 % | 341.775 $ | +12.397 $ | +3,8 % | 329.378 $ | +6.370 $ | +2,0 % | 323.008 $ | +28.861 $ | +9,8 % |
| Crews Bank & Trust | 278.907 $ | +22.482 $ | +8,8 % | 256.425 $ | +74.840 $ | +41,2 % | 181.585 $ | -222.256 $ | -55,0 % | 403.841 $ | -92.592 $ | -18,7 % |
| VILLERE ST DENIS J & CO LLC | 331.359 $ | +52.360 $ | +18,8 % | 278.999 $ | -124.320 $ | -30,8 % | 403.319 $ | +7.800 $ | +2,0 % | 395.519 $ | +35.340 $ | +9,8 % |
| M Wealth Management, LLC | 401.005 $ | +2.729 $ | +0,7 % | 398.276 $ | +2.798 $ | +0,7 % | 395.478 $ | +1.908 $ | +0,5 % | 393.570 $ | +925 $ | +0,2 % |
| CASTLE WEALTH MANAGEMENT LLC | 399.620 $ | +177.815 $ | +80,2 % | 221.805 $ | +8.045 $ | +3,8 % | 213.760 $ | +4.134 $ | +2,0 % | 209.626 $ | ||
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 386.029 $ | +2.806 $ | +0,7 % | 383.223 $ | -10.147 $ | -2,6 % | 393.370 $ | -432 $ | -0,1 % | 393.802 $ | ||
| ForthRight Wealth Management, LLC | 393.464 $ | +51.701 $ | +15,1 % | 341.763 $ | +3.350 $ | +1,0 % | 338.413 $ | +5.123 $ | +1,5 % | 333.290 $ | +19.574 $ | +6,2 % |
| Coston, McIsaac & Partners | 392.000 $ | +51.000 $ | +15,0 % | 341.000 $ | -10.000 $ | -2,8 % | 351.000 $ | +60.000 $ | +20,6 % | 291.000 $ | +46.000 $ | +18,8 % |
| BLODGETT WEALTH ADVISORS, LLC | 390.271 $ | +37.719 $ | +10,7 % | 352.552 $ | -4.886 $ | -1,4 % | 357.438 $ | +3.690 $ | +1,0 % | 353.748 $ | +73.588 $ | +26,3 % |
| SIERRA SUMMIT ADVISORS LLC | 390.203 $ | |||||||||||
| PRIMORIS WEALTH ADVISORS, LLC | 390.131 $ | +119.379 $ | +44,1 % | 270.752 $ | -32.324 $ | -10,7 % | 303.076 $ | -15.193 $ | -4,8 % | 318.269 $ | +24.159 $ | +8,2 % |
| Andrew Hill Investment Advisors, Inc. | 351.714 $ | -15.866 $ | -4,3 % | 367.580 $ | -11.491 $ | -3,0 % | 379.071 $ | -10.789 $ | -2,8 % | 389.860 $ | +385 $ | +0,1 % |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 388.978 $ | +114.023 $ | +41,5 % | 274.955 $ | -369 $ | -0,1 % | 275.324 $ | +673 $ | +0,2 % | 274.651 $ | +1.202 $ | +0,4 % |
| Vectors Research Management, LLC | 388.511 $ | +64.292 $ | +19,8 % | 324.219 $ | +603 $ | +0,2 % | 323.616 $ | +7.590 $ | +2,4 % | 316.026 $ | +8.753 $ | +2,8 % |
| FORTE ASSET MANAGEMENT LLC | 388.384 $ | +62.651 $ | +19,2 % | 325.733 $ | +11.816 $ | +3,8 % | 313.917 $ | |||||
| White Lighthouse Investment Management Inc. | 386.283 $ | +61.039 $ | +18,8 % | 325.244 $ | +88.428 $ | +37,3 % | 236.816 $ | |||||
| AEGON USA Investment Management, LLC | 384.727 $ | +14.792 $ | +4,0 % | 369.935 $ | +689 $ | +0,2 % | 369.246 $ | +20.386 $ | +5,8 % | 348.860 $ | -59.104 $ | -14,5 % |
| ROWLANDMILLER & PARTNERS.ADV | 384.294 $ | +60.724 $ | +18,8 % | 323.570 $ | +11.737 $ | +3,8 % | 311.833 $ | +6.031 $ | +2,0 % | 305.802 $ | +27.323 $ | +9,8 % |
| Motiv8 Investments LLC | 384.000 $ | |||||||||||
| Harrington Investments, INC | 383.715 $ | +60.633 $ | +18,8 % | 323.082 $ | +11.719 $ | +3,8 % | 311.363 $ | -59.898 $ | -16,1 % | 371.261 $ | +33.172 $ | +9,8 % |
| Fielder Capital Group LLC | 381.484 $ | +60.280 $ | +18,8 % | 321.204 $ | +11.651 $ | +3,8 % | 309.553 $ | +5.987 $ | +2,0 % | 303.566 $ | +27.124 $ | +9,8 % |
| Sarver Vrooman Wealth Advisors | 379.968 $ | +83.938 $ | +28,4 % | 296.030 $ | +3.314 $ | +1,1 % | 292.716 $ | +35.774 $ | +13,9 % | 256.942 $ | +12.992 $ | +5,3 % |
| Raub Brock Capital Management LP | 378.778 $ | +36.608 $ | +10,7 % | 342.170 $ | -16.024 $ | -4,5 % | 358.194 $ | +3.698 $ | +1,0 % | 354.496 $ | ||
| Wilkins Miller Wealth Management, LLC | 378.730 $ | -54.724 $ | -12,6 % | |||||||||
| Birchcreek Wealth Management, LLC | 367.531 $ | +86.045 $ | +30,6 % | 281.486 $ | -13.182 $ | -4,5 % | 294.668 $ | -83.238 $ | -22,0 % | 377.906 $ | +20.498 $ | +5,7 % |
| Marble Harbor Investment Counsel, LLC | 376.508 $ | +170.048 $ | +82,4 % | 206.460 $ | ||||||||
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 374.963 $ | +4.491 $ | +1,2 % | 370.472 $ | +1.315 $ | +0,4 % | 369.157 $ | +10.703 $ | +3,0 % | 358.454 $ | -103.255 $ | -22,4 % |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 374.955 $ | +317.735 $ | +555,3 % | 57.220 $ | +35.172 $ | +159,5 % | 22.048 $ | +426 $ | +2,0 % | 21.622 $ | +1.932 $ | +9,8 % |
| Abacus Wealth Partners, LLC | 256.224 $ | -118.543 $ | -31,6 % | 374.767 $ | ||||||||
| PW ADVISORS, LLC \ FL | 374.377 $ | |||||||||||
| CrossGen Wealth, LLC | 373.988 $ | +276.687 $ | +284,4 % | 97.301 $ | ||||||||
| Mendel Money Management | 358.380 $ | -14.993 $ | -4,0 % | 373.373 $ | -24.972 $ | -6,3 % | ||||||
| Veridan Wealth LLC | 297.761 $ | -75.143 $ | -20,2 % | 372.904 $ | +103.521 $ | +38,4 % | 269.383 $ | +516 $ | +0,2 % | 268.867 $ | ||
| FAMILY WEALTH PARTNERS, LLC | 371.562 $ | |||||||||||
| MASTER'S WEALTH MANAGEMENT INC. | 263.242 $ | -17.360 $ | -6,2 % | 280.602 $ | -89.322 $ | -24,1 % | 369.924 $ | +84.583 $ | +29,6 % | 285.341 $ | +3.432 $ | +1,2 % |
| Moran Wealth Management, LLC | 369.280 $ | +112.212 $ | +43,7 % | 257.068 $ | +36.087 $ | +16,3 % | 220.981 $ | -7.822 $ | -3,4 % | 228.803 $ | ||
| NorthAvenue LLC | 368.507 $ | +78.719 $ | +27,2 % | 289.788 $ | +8.360 $ | +3,0 % | 281.428 $ | |||||
| Prosperity Planning, Inc. | 323.400 $ | -42.084 $ | -11,5 % | 365.484 $ | +40.414 $ | +12,4 % | 325.070 $ | -7.424 $ | -2,2 % | 332.494 $ | +25.746 $ | +8,4 % |
| Eukles Asset Management | 365.118 $ | +45.092 $ | +14,1 % | 320.026 $ | +8.326 $ | +2,7 % | 311.700 $ | -14.987 $ | -4,6 % | 326.687 $ | +18.668 $ | +6,1 % |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 361.002 $ | +229.461 $ | +174,4 % | 131.541 $ | +30.379 $ | +30,0 % | 101.162 $ | -75.550 $ | -42,8 % | 176.712 $ | +80.723 $ | +84,1 % |
| Bragg Financial Advisors, Inc | 360.437 $ | +87.226 $ | +31,9 % | 273.211 $ | ||||||||
| Granite Group Advisors, LLC | 358.893 $ | -144 $ | -0,0 % | 359.037 $ | ||||||||
| Mandatum Life Insurance Co Ltd | 242.721 $ | +38.353 $ | +18,8 % | 204.368 $ | -128.640 $ | -38,6 % | 333.008 $ | -25.860 $ | -7,2 % | 358.868 $ | +32.065 $ | +9,8 % |
| Austin Asset Management Co Inc | 358.780 $ | +111.377 $ | +45,0 % | 247.403 $ | +8.974 $ | +3,8 % | 238.429 $ | |||||
| Baldwin Investment Management, LLC | 358.200 $ | |||||||||||
| Quantum Portfolio Management LLC | 216 $ | -356.816 $ | -99,9 % | 357.032 $ | ||||||||
| Seek First Inc. | 356.334 $ | +74.980 $ | +26,6 % | |||||||||
| Argos Wealth Advisors, LLC | 355.507 $ | +69.307 $ | +24,2 % | 286.200 $ | +86.117 $ | +43,0 % | 200.083 $ | |||||
| PATRICK M SWEENEY & ASSOCIATES, INC | 354.499 $ | +9.098 $ | +2,6 % | 345.401 $ | -3.042 $ | -0,9 % | 348.443 $ | +6.918 $ | +2,0 % | 341.525 $ | +21.122 $ | +6,6 % |
| Y.D. More Investments Ltd | 75.988 $ | -187.862 $ | -71,2 % | 263.850 $ | -90.132 $ | -25,5 % | 353.982 $ | -133.765 $ | -27,4 % | |||
| Axim Planning & Wealth | 209.275 $ | -16.211 $ | -7,2 % | 225.486 $ | -102.660 $ | -31,3 % | 328.146 $ | -25.043 $ | -7,1 % | 353.189 $ | -55.176 $ | -13,5 % |
| CAMDEN NATIONAL BANK | 353.081 $ | +85.274 $ | +31,8 % | 267.807 $ | +9.706 $ | +3,8 % | 258.101 $ | |||||
| 626 Financial, LLC | 352.799 $ | +30.341 $ | +9,4 % | 322.458 $ | +9.077 $ | +2,9 % | 313.381 $ | +2.458 $ | +0,8 % | 310.923 $ | +22.404 $ | +7,8 % |
| CONNORS INVESTOR SERVICES INC | 345.047 $ | -7.613 $ | -2,2 % | 352.660 $ | +72.252 $ | +25,8 % | 280.408 $ | |||||
| LifeSteps Financial, Inc. | 352.621 $ | |||||||||||
| Prism Planning Partners LLC | 352.242 $ | +39.719 $ | +12,7 % | 312.523 $ | +9.655 $ | +3,2 % | 302.868 $ | |||||
| Arta Finance Wealth Management LLC | 351.609 $ | +8.407 $ | +2,4 % | 343.202 $ | +113.666 $ | +49,5 % | 229.536 $ | |||||
| Municipal Employees' Retirement System of Michigan | 246.453 $ | +15.313 $ | +6,6 % | 231.140 $ | -120.286 $ | -34,2 % | 351.426 $ | +31.768 $ | +9,9 % | 319.658 $ | +28.549 $ | +9,8 % |
| Farmers National Bank | 350.579 $ | +55.397 $ | +18,8 % | 295.182 $ | -4.418 $ | -1,5 % | 299.600 $ | +5.399 $ | +1,8 % | 294.201 $ | -34.763 $ | -10,6 % |
| Beaird Harris Wealth Management, LLC | 350.526 $ | +77.374 $ | +28,3 % | 273.152 $ | -22.930 $ | -7,7 % | 296.082 $ | +801 $ | +0,3 % | 295.281 $ | +23.832 $ | +8,8 % |
| First City Capital Management, Inc. | 350.513 $ | +31.130 $ | +9,7 % | 319.383 $ | +29.109 $ | +10,0 % | 290.274 $ | |||||
| CLEAR WAVE WEALTH MANAGEMENT LLC | 349.261 $ | +55.822 $ | +19,0 % | 293.439 $ | ||||||||
| E-Wealth Partners, LLC | 311.114 $ | -37.691 $ | -10,8 % | 348.805 $ | +5.564 $ | +1,6 % | 343.241 $ | |||||
| Chancellor Financial Group WB LP | 348.009 $ | +26.763 $ | +8,3 % | 321.246 $ | +34.837 $ | +12,2 % | 286.409 $ | +53.655 $ | +23,1 % | 232.754 $ | +17.864 $ | +8,3 % |
| Port Capital LLC | 346.437 $ | |||||||||||
| Financial Plan, Inc. | 338.486 $ | +23.298 $ | +7,4 % | 315.188 $ | -31.159 $ | -9,0 % | 346.347 $ | |||||
| Beaton Management Co. Inc. | 346.000 $ | +7.000 $ | +2,1 % | 339.000 $ | +7.000 $ | +2,1 % | 332.000 $ | -5.000 $ | -1,5 % | 337.000 $ | +11.000 $ | +3,4 % |
| ELLERSON GROUP INC /ADV | 343.205 $ | |||||||||||
| Vanguard Capital Wealth Advisors | 342.925 $ | |||||||||||
| CHESAPEAKE ASSET MANAGEMENT LLC | 342.683 $ | +156.069 $ | +83,6 % | 186.614 $ | +5.645 $ | +3,1 % | 180.969 $ | +9.562 $ | +5,6 % | 171.407 $ | +13.971 $ | +8,9 % |
| GAINLINE FINANCIAL PARTNERS, LLC | 340.540 $ | |||||||||||
| Aull & Monroe Investment Management Corp | 287.743 $ | -228 $ | -0,1 % | 287.971 $ | -50.173 $ | -14,8 % | 338.144 $ | -935 $ | -0,3 % | 339.079 $ | +334 $ | +0,1 % |
| FELL CAPITAL MANAGEMENT /ADV | 339.055 $ | +97.985 $ | +40,6 % | 241.070 $ | +33.468 $ | +16,1 % | 207.602 $ | |||||
| MCGUIRE CAPITAL ADVISORS INC | 339.009 $ | +211.221 $ | +165,3 % | 127.788 $ | -186.974 $ | -59,4 % | 314.762 $ | |||||
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 337.154 $ | +55.793 $ | +19,8 % | 281.361 $ | +524 $ | +0,2 % | 280.837 $ | +6.586 $ | +2,4 % | 274.251 $ | +2.964 $ | +1,1 % |
| HMV Wealth Advisors, LLC | 334.201 $ | -1.934 $ | -0,6 % | 336.135 $ | +12.842 $ | +4,0 % | 323.293 $ | +14.507 $ | +4,7 % | 308.786 $ | +12.734 $ | +4,3 % |
| Vines Capital Management, LLC | 309.181 $ | +2.248 $ | +0,7 % | 306.933 $ | -28.934 $ | -8,6 % | 335.867 $ | |||||
| Prairiewood Capital, LLC | 335.585 $ | +70.953 $ | +26,8 % | 264.632 $ | +9.599 $ | +3,8 % | 255.033 $ | +12.777 $ | +5,3 % | 242.256 $ | ||
| Pflug Koory, LLC | 335.568 $ | +19.107 $ | +6,0 % | 316.461 $ | +5.793 $ | +1,9 % | 310.668 $ | +8.705 $ | +2,9 % | 301.963 $ | +21.657 $ | +7,7 % |
| Fee-Only Financial Planning, L.C. | 335.183 $ | +52.845 $ | +18,7 % | 282.338 $ | -4.920 $ | -1,7 % | 287.258 $ | +9.138 $ | +3,3 % | 278.120 $ | +12.416 $ | +4,7 % |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 333.514 $ | +28.009 $ | +9,2 % | 305.505 $ | ||||||||
| Voya Financial Advisors, Inc. | 332.092 $ | |||||||||||
| MATRIX ASSET ADVISORS INC/NY | 330.406 $ | +40.093 $ | +13,8 % | 290.313 $ | +32.377 $ | +12,6 % | 257.936 $ | +11.766 $ | +4,8 % | 246.170 $ | -52.707 $ | -17,6 % |
| POSTROCK PARTNERS LLC | 330.366 $ | +52.203 $ | +18,8 % | 278.163 $ | +10.090 $ | +3,8 % | 268.073 $ | +5.184 $ | +2,0 % | 262.889 $ | +23.489 $ | +9,8 % |
| Embree Financial Group | 213.762 $ | -26.805 $ | -11,1 % | 240.567 $ | -852 $ | -0,4 % | 241.419 $ | -88.420 $ | -26,8 % | 329.839 $ | -76.730 $ | -18,9 % |
| Schrum Private Wealth Management LLC | 285.617 $ | -44.016 $ | -13,4 % | 329.633 $ | +6.658 $ | +2,1 % | 322.975 $ | -1.121 $ | -0,3 % | 324.096 $ | +10.794 $ | +3,4 % |
| FIDUCIARY ADVISORS, INC. | 63.652 $ | +15.385 $ | +31,9 % | 48.267 $ | -281.144 $ | -85,3 % | 329.411 $ | +19.743 $ | +6,4 % | 309.668 $ | +61.346 $ | +24,7 % |
| NATIXIS | 329.038 $ | +156.998 $ | +91,3 % | 172.040 $ | ||||||||
| Ironvine Capital Partners, LLC | 325.721 $ | -258 $ | -0,1 % | 325.979 $ | +129 $ | +0,0 % | 325.850 $ | -902 $ | -0,3 % | 326.752 $ | +322 $ | +0,1 % |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 326.734 $ | |||||||||||
| HUTCHINSON CAPITAL MANAGEMENT/CA | 326.298 $ | +128 $ | +0,0 % | 326.170 $ | +99.945 $ | +44,2 % | 226.225 $ | -444 $ | -0,2 % | 226.669 $ | +533 $ | +0,2 % |
| Royal Fund Management, LLC | 325.459 $ | +67.216 $ | +26,0 % | 258.243 $ | +43.375 $ | +20,2 % | 214.868 $ | |||||
| VALICENTI ADVISORY SERVICES INC | 325.000 $ | +95.000 $ | +41,3 % | 230.000 $ | ||||||||
| VESTIA PERSONAL WEALTH ADVISORS | 301.635 $ | +16.582 $ | +5,8 % | 285.053 $ | -10.903 $ | -3,7 % | 295.956 $ | -26.938 $ | -8,3 % | 322.894 $ | -10.734 $ | -3,2 % |
| SSA SWISS ADVISORS AG | 322.207 $ | +16.095 $ | +5,3 % | 306.112 $ | -8.999 $ | -2,9 % | 315.111 $ | +2.338 $ | +0,7 % | 312.773 $ | +6.932 $ | +2,3 % |
| Donalies Financial Planning, LLC | 322.122 $ | +13.880 $ | +4,5 % | 308.242 $ | +657 $ | +0,2 % | 307.585 $ | |||||
| Wealth Care LLC | 321.679 $ | +52.930 $ | +19,7 % | 268.749 $ | ||||||||
| Graetz Wealth LLC | 321.266 $ | +24.316 $ | +8,2 % | 296.950 $ | -4.038 $ | -1,3 % | 300.988 $ | |||||
| PIN OAK INVESTMENT ADVISORS INC | 212.000 $ | -97.000 $ | -31,4 % | 309.000 $ | -12.000 $ | -3,7 % | 321.000 $ | +8.953 $ | +2,9 % | 312.047 $ | +95.047 $ | +43,8 % |
| Cannell & Spears LLC | 319.760 $ | +1.400 $ | +0,4 % | |||||||||
| AM INVESTMENT STRATEGIES LLC | 319.000 $ | +50.000 $ | +18,6 % | 269.000 $ | +10.000 $ | +3,9 % | 259.000 $ | |||||
| Coyle Financial Counsel LLC | 318.682 $ | +4.387 $ | +1,4 % | 314.295 $ | -2.947 $ | -0,9 % | 317.242 $ | +11.663 $ | +3,8 % | 305.579 $ | +38.245 $ | +14,3 % |
| Dogwood Wealth Management LLC | 294.972 $ | +2.245 $ | +0,8 % | 292.727 $ | -25.570 $ | -8,0 % | 318.297 $ | +24.188 $ | +8,2 % | 294.109 $ | +1.546 $ | +0,5 % |
| ANCHYRA PARTNERS LLC | 317.691 $ | +27.252 $ | +9,4 % | 290.439 $ | +40.851 $ | +16,4 % | 249.588 $ | |||||
| Bulltick Wealth Management, LLC | 316.820 $ | +50.589 $ | +19,0 % | 266.231 $ | +7.494 $ | +2,9 % | 258.737 $ | +2.029 $ | +0,8 % | 256.708 $ | ||
| Wheelhouse Advisory Group LLC | 207.758 $ | -41.604 $ | -16,7 % | 249.362 $ | -15.639 $ | -5,9 % | 265.001 $ | -50.565 $ | -16,0 % | 315.566 $ | -15.524 $ | -4,7 % |
| Citizens Business Bank | 314.875 $ | +49.755 $ | +18,8 % | 265.120 $ | +9.617 $ | +3,8 % | 255.503 $ | +4.941 $ | +2,0 % | 250.562 $ | +22.388 $ | +9,8 % |
| Aspiring Ventures, LLC | 200.600 $ | -114.025 $ | -36,2 % | 314.625 $ | ||||||||
| MAGNOLIA CAPITAL MANAGEMENT LTD | 313.000 $ | +50.000 $ | +19,0 % | 263.000 $ | +9.000 $ | +3,5 % | 254.000 $ | +5.000 $ | +2,0 % | 249.000 $ | +22.000 $ | +9,7 % |
| Henry James International Management Inc. | 309.778 $ | +68.839 $ | +28,6 % | |||||||||
| Highland Financial Advisors, LLC | 309.017 $ | +64.353 $ | +26,3 % | 244.664 $ | -14.316 $ | -5,5 % | 258.980 $ | +5.431 $ | +2,1 % | 253.549 $ | +52.490 $ | +26,1 % |
| NBZ Investment Advisors LLC | 307.161 $ | +94.322 $ | +44,3 % | 212.839 $ | ||||||||
| Cordoba Advisory Partners LLC | 306.177 $ | +61.982 $ | +25,4 % | 244.195 $ | ||||||||
| STALEY CAPITAL ADVISERS INC | 305.956 $ | +4.322 $ | +1,4 % | 301.634 $ | +4.990 $ | +1,7 % | ||||||
| Steigerwald, Gordon & Koch Inc. | 305.905 $ | +22.133 $ | +7,8 % | 283.772 $ | +107.641 $ | +61,1 % | 176.131 $ | -18.694 $ | -9,6 % | 194.825 $ | ||
| Eddie Patel Inc | 304.269 $ | |||||||||||
| Heartwood Wealth Advisors LLC | 214.307 $ | -89.187 $ | -29,4 % | 303.494 $ | ||||||||
| Avant Capital LLC | 300.726 $ | |||||||||||
| INVICTUS PRIVATE WEALTH, LLC | 300.295 $ | |||||||||||
| Artemis Wealth Advisors, LLC | 300.243 $ | +1.026 $ | +0,3 % | 299.217 $ | +41.442 $ | +16,1 % | 257.775 $ | -867 $ | -0,3 % | 258.642 $ | +7.327 $ | +2,9 % |
| PMV Capital Advisers, LLC | 242.500 $ | +1.203 $ | +0,5 % | 241.297 $ | -57.538 $ | -19,3 % | 298.835 $ | -675 $ | -0,2 % | 299.510 $ | -132.030 $ | -30,6 % |
| PITTENGER & ANDERSON INC | 297.963 $ | +5.519 $ | +1,9 % | 292.444 $ | +50.401 $ | +20,8 % | 242.043 $ | +14.672 $ | +6,5 % | 227.371 $ | +34.973 $ | +18,2 % |
| VSM Wealth Advisory, LLC | 297.729 $ | +39.143 $ | +15,1 % | 258.586 $ | +2.183 $ | +0,9 % | 256.403 $ | +45.440 $ | +21,5 % | 210.963 $ | +46.230 $ | +28,1 % |
| Gratus Wealth Advisors, LLC | 296.672 $ | +7.081 $ | +2,4 % | 289.591 $ | +5.850 $ | +2,1 % | 283.741 $ | -985 $ | -0,3 % | 284.726 $ | +9.483 $ | +3,4 % |
| COGENT STRATEGIC WEALTH LLC | 296.134 $ | +21.004 $ | +7,6 % | 275.130 $ | -921 $ | -0,3 % | 276.051 $ | |||||
| MOLLER WEALTH PARTNERS | 268.431 $ | -27.579 $ | -9,3 % | 296.010 $ | -49.222 $ | -14,3 % | ||||||
| Hardin Capital Partners, LLC | 295.438 $ | +46.979 $ | +18,9 % | 248.459 $ | +4.778 $ | +2,0 % | 243.681 $ | +23.961 $ | +10,9 % | 219.720 $ | +19.432 $ | +9,7 % |
| ATWOOD & PALMER INC | 209.667 $ | +5.182 $ | +2,5 % | 204.485 $ | -12.872 $ | -5,9 % | 217.357 $ | -75.168 $ | -25,7 % | 292.525 $ | +78.594 $ | +36,7 % |
| SJS Investment Consulting Inc. | 292.391 $ | +244.846 $ | +515,0 % | 47.545 $ | +12.811 $ | +36,9 % | 34.734 $ | +2.149 $ | +6,6 % | 32.585 $ | -28.784 $ | -46,9 % |
| Riverview Trust Co | 292.094 $ | +46.155 $ | +18,8 % | 245.939 $ | +8.921 $ | +3,8 % | 237.018 $ | +28.381 $ | +13,6 % | 208.637 $ | +18.642 $ | +9,8 % |
| American National Bank of Texas | 291.625 $ | |||||||||||
| Imprint Wealth LLC | 90.458 $ | +8.218 $ | +10,0 % | 82.240 $ | -103.354 $ | -55,7 % | 185.594 $ | -106.019 $ | -36,4 % | 291.613 $ | ||
| GSA CAPITAL PARTNERS LLP | 291.000 $ | +38.000 $ | +15,0 % | |||||||||
| Swan Global Investments, LLC | 290.851 $ | +53.701 $ | +22,6 % | 237.150 $ | -12.169 $ | -4,9 % | 249.319 $ | +4.822 $ | +2,0 % | 244.497 $ | +21.846 $ | +9,8 % |
| Independence Wealth Advisors, LLC | 290.095 $ | +11.111 $ | +4,0 % | 278.984 $ | ||||||||
| Gleason Group, Inc. | 289.965 $ | +179.338 $ | +162,1 % | 110.627 $ | -11.781 $ | -9,6 % | 122.408 $ | |||||
| ETF Portfolio Partners, Inc. | 219.360 $ | -33.992 $ | -13,4 % | 253.352 $ | -36.300 $ | -12,5 % | 289.652 $ | +25.880 $ | +9,8 % | |||
| Nemes Rush Group LLC | 289.054 $ | +45.412 $ | +18,6 % | 243.642 $ | +121.641 $ | +99,7 % | 122.001 $ | +36.569 $ | +42,8 % | 85.432 $ | +4.640 $ | +5,7 % |
| Wells Financial Advisors INC | 264.425 $ | -23.503 $ | -8,2 % | 287.928 $ | +286.584 $ | +21.323,2 % | 1.344 $ | -45.130 $ | -97,1 % | 46.474 $ | +5.954 $ | +14,7 % |
| Callahan Advisors, LLC | 287.429 $ | |||||||||||
| GOLDEN ROAD ADVISORS LLC | 287.372 $ | +43.247 $ | +17,7 % | 244.125 $ | +20.215 $ | +9,0 % | 223.910 $ | +4.001 $ | +1,8 % | 219.909 $ | ||
| S.A. Mason LLC | 284.850 $ | +109.995 $ | +62,9 % | 174.855 $ | -97.002 $ | -35,7 % | 271.857 $ | +13.512 $ | +5,2 % | 258.345 $ | -8.975 $ | -3,4 % |
| ABSHER WEALTH MANAGEMENT, LLC | 284.181 $ | |||||||||||
| Schonfeld Strategic Advisors LLC | 282.400 $ | |||||||||||
| Cornerstone Financial Group, LLC /NE/ | 281.193 $ | +16.424 $ | +6,2 % | 264.769 $ | +23.753 $ | +9,9 % | 241.016 $ | +1.830 $ | +0,8 % | 239.186 $ | +20.471 $ | +9,4 % |
| InTrack Investment Management Inc | 276.062 $ | -218 $ | -0,1 % | 276.280 $ | +109 $ | +0,0 % | 276.171 $ | -4.569 $ | -1,6 % | 280.740 $ | +277 $ | +0,1 % |
| Sagewood Asset Management LP | 280.211 $ | +46.370 $ | +19,8 % | 233.841 $ | ||||||||
| MINDSET WEALTH MANAGEMENT, LLC | 279.601 $ | |||||||||||
| Investment Management Trust, LLC | 273.617 $ | -1.140 $ | -0,4 % | 274.757 $ | ||||||||
| Peak Retirement Planning, Inc. | 274.095 $ | |||||||||||
| Pinnacle Financial Group, LLC / IL | 273.837 $ | |||||||||||
| Saranac Partners Ltd | 273.372 $ | +51.546 $ | +23,2 % | 221.826 $ | +4.290 $ | +2,0 % | 217.536 $ | |||||
| LAZARI CAPITAL MANAGEMENT, INC. | 273.123 $ | +43.157 $ | +18,8 % | 229.966 $ | +8.342 $ | +3,8 % | 221.624 $ | -21.950 $ | -9,0 % | 243.574 $ | -22.959 $ | -8,6 % |
| CWC Advisors, LLC. | 257.142 $ | -10.361 $ | -3,9 % | 267.503 $ | -4.070 $ | -1,5 % | 271.573 $ | -949 $ | -0,3 % | 272.522 $ | -4.596 $ | -1,7 % |
| CFC Planning Co LLC | 272.265 $ | +42.900 $ | +18,7 % | 229.365 $ | +4.633 $ | +2,1 % | 224.732 $ | -780 $ | -0,3 % | 225.512 $ | +7.510 $ | +3,4 % |
| MontVue Capital Management, Inc. | 272.213 $ | +34.365 $ | +14,4 % | 237.848 $ | -19.672 $ | -7,6 % | 257.520 $ | +5.112 $ | +2,0 % | 252.408 $ | +17.570 $ | +7,5 % |
| Total Wealth Planning & Management, Inc. | 272.102 $ | +45.028 $ | +19,8 % | 227.074 $ | +423 $ | +0,2 % | 226.651 $ | +11.446 $ | +5,3 % | |||
| Truvestments Capital LLC | 239.836 $ | -31.363 $ | -11,6 % | 271.199 $ | +79.034 $ | +41,1 % | 192.165 $ | +36.171 $ | +23,2 % | 155.994 $ | +11.984 $ | +8,3 % |
| Hunter Perkins Capital Management, LLC | 271.000 $ | |||||||||||
| Nest Investments, LLC | 267.748 $ | |||||||||||
| Addison Capital Co | 267.748 $ | |||||||||||
| Granite Harbor Advisors, Inc. | 267.119 $ | +32.747 $ | +14,0 % | 234.372 $ | -4.535 $ | -1,9 % | 238.907 $ | -25.223 $ | -9,5 % | 264.130 $ | +20.530 $ | +8,4 % |
| Sunesis Advisors, LLC | 266.662 $ | +42.137 $ | +18,8 % | 224.525 $ | +8.144 $ | +3,8 % | 216.381 $ | +4.185 $ | +2,0 % | 212.196 $ | ||
| Western Reserve Capital Management, LLC | 266.615 $ | +31.080 $ | +13,2 % | 235.535 $ | -1.136 $ | -0,5 % | 236.671 $ | |||||
| McHugh Group, LLC | 265.741 $ | +26.728 $ | +11,2 % | 239.013 $ | ||||||||
| Clarion Wealth Managment Partners, LLC | 264.092 $ | |||||||||||
| Longview Financial Advisors LLC | 185.885 $ | +8.281 $ | +4,7 % | 177.604 $ | -46.613 $ | -20,8 % | 224.217 $ | -38.803 $ | -14,8 % | 263.020 $ | +21.029 $ | +8,7 % |
| McElhenny Sheffield Capital Management, LLC | 262.090 $ | -287 $ | -0,1 % | 262.377 $ | +6.329 $ | +2,5 % | ||||||
| Valpey Financial Services, LLC | 261.640 $ | +46.893 $ | +21,8 % | 214.747 $ | +2.646 $ | +1,2 % | 212.101 $ | +6.796 $ | +3,3 % | 205.305 $ | ||
| STRATEGIC PLANNING GROUP, LLC | 250.650 $ | +39.798 $ | +18,9 % | 210.852 $ | -50.167 $ | -19,2 % | 261.019 $ | +8.749 $ | +3,5 % | 252.270 $ | -14.385.427 $ | -98,3 % |
| MARATHON CAPITAL MANAGEMENT | 225.730 $ | -17.172 $ | -7,1 % | 242.902 $ | -17.950 $ | -6,9 % | 260.852 $ | +3.549 $ | +1,4 % | 257.303 $ | -52.279 $ | -16,9 % |
| Riverstone Advisors, LLC | 260.384 $ | +663 $ | +0,3 % | 259.721 $ | ||||||||
| FC Advisory LLC | 259.987 $ | +6.223 $ | +2,5 % | 253.764 $ | +5.589 $ | +2,3 % | 248.175 $ | -446 $ | -0,2 % | 248.621 $ | -1.006.726 $ | -80,2 % |
| Engineers Gate Manager LP | 259.891 $ | +45.823 $ | +21,4 % | |||||||||
| Arnold Financial Planning LLC | 259.703 $ | |||||||||||
| BWM Planning, LLC | 258.824 $ | |||||||||||
| Ramsay, Stattman, Vela & Price, Inc. | 257.535 $ | +30.118 $ | +13,2 % | 227.417 $ | -3.640 $ | -1,6 % | 231.057 $ | +3.283 $ | +1,4 % | 227.774 $ | ||
| Berkshire Money Management, Inc. | 256.619 $ | -27.668 $ | -9,7 % | |||||||||
| Planned Solutions, Inc. | 234.631 $ | -722 $ | -0,3 % | 235.353 $ | -21.239 $ | -8,3 % | 256.592 $ | |||||
| Ardent Capital Management, Inc. | 229.680 $ | -26.604 $ | -10,4 % | 256.284 $ | +33.987 $ | +15,3 % | 222.297 $ | -2.465 $ | -1,1 % | 224.762 $ | +4.578 $ | +2,1 % |
| WELCH CAPITAL PARTNERS LLC/NY | 256.000 $ | +40.000 $ | +18,5 % | 216.000 $ | +8.000 $ | +3,8 % | 208.000 $ | +4.000 $ | +2,0 % | 204.000 $ | ||
| Marin Bay Wealth Advisors, LLC | 255.745 $ | +11.889 $ | +4,9 % | 243.856 $ | ||||||||
| Thoma Capital Management LLC | 255.612 $ | |||||||||||
| SHAKER INVESTMENTS LLC/OH | 254.999 $ | +3.623 $ | +1,4 % | 251.376 $ | +18.266 $ | +7,8 % | ||||||
| waypoint wealth counsel | 253.888 $ | +31.685 $ | +14,3 % | 222.203 $ | -1.993 $ | -0,9 % | 224.196 $ | +20.032 $ | +9,8 % | |||
| Cladis Investment Advisory, LLC | 253.878 $ | |||||||||||
| GRANDFIELD & DODD, LLC | 251.171 $ | +39.689 $ | +18,8 % | 211.482 $ | +7.671 $ | +3,8 % | 203.811 $ | |||||
| MeadowBrook Investment Advisors LLC | 250.807 $ | +79.676 $ | +46,6 % | 171.131 $ | +2.806 $ | +1,7 % | 168.325 $ | +1.333 $ | +0,8 % | 166.992 $ | +14.681 $ | +9,6 % |
| WHITENER CAPITAL MANAGEMENT, INC. | 250.328 $ | +121 $ | +0,0 % | |||||||||
| Towneley Capital Management, Inc / DE | 250.064 $ | |||||||||||
| Great Lakes Retirement, Inc. | 223.730 $ | -25.958 $ | -10,4 % | 249.688 $ | +21.255 $ | +9,3 % | 228.433 $ | +2.247 $ | +1,0 % | 226.186 $ | +990 $ | +0,4 % |
| Sculati Wealth Management, LLC | 249.439 $ | -238.216 $ | -48,8 % | |||||||||
| TCI Wealth Advisors, Inc. | 249.376 $ | |||||||||||
| Barnett & Company, Inc. | 247.865 $ | +36.130 $ | +17,1 % | 211.735 $ | -3.734 $ | -1,7 % | 215.469 $ | -2.642 $ | -1,2 % | 218.111 $ | -2.367 $ | -1,1 % |
| D.B. Root & Company, LLC | 247.576 $ | +31.764 $ | +14,7 % | 215.812 $ | +5.861 $ | +2,8 % | 209.951 $ | +3.178 $ | +1,5 % | 206.773 $ | ||
| Cornerstone Financial Management LLC | 247.385 $ | +17.277 $ | +7,5 % | 230.108 $ | -3.367 $ | -1,4 % | 233.475 $ | |||||
| Penbrook Management LLC | 238.628 $ | -845 $ | -0,4 % | 239.473 $ | -2.366 $ | -1,0 % | 241.839 $ | -5.118 $ | -2,1 % | 246.957 $ | -293.190 $ | -54,3 % |
| FARMERS TRUST CO | 235.779 $ | -11.066 $ | -4,5 % | 246.845 $ | ||||||||
| CLARK FINANCIAL SERVICES GROUP INC /BD | 246.615 $ | +38.969 $ | +18,8 % | 207.646 $ | +149 $ | +0,1 % | 207.497 $ | |||||
| Cypress Capital, LLC | 245.251 $ | |||||||||||
| Old North State Wealth Management, LLC | 244.959 $ | |||||||||||
| Pathway Financial Advisers, LLC | 244.368 $ | |||||||||||
| Northstar Group, Inc. | 244.171 $ | +17.624 $ | +7,8 % | 226.547 $ | +421 $ | +0,2 % | 226.126 $ | +5.303 $ | +2,4 % | 220.823 $ | -38.421 $ | -14,8 % |
| Yoder Wealth Management, Inc. | 243.964 $ | +38.550 $ | +18,8 % | 205.414 $ | ||||||||
| Liberty Atlantic Advisors LLC | 243.543 $ | |||||||||||
| TERRIL BROTHERS, INC. | 242.736 $ | -192 $ | -0,1 % | 242.928 $ | +96 $ | +0,0 % | 242.832 $ | -672 $ | -0,3 % | 243.504 $ | +240 $ | +0,1 % |
| True Wealth Design, LLC | 2.651 $ | -230.033 $ | -98,9 % | 232.684 $ | -10.660 $ | -4,4 % | 243.344 $ | +155.256 $ | +176,3 % | 88.088 $ | ||
| ASSET PLANNING CORPORATION | 243.176 $ | +16.826 $ | +7,4 % | |||||||||
| Robinswood Financial LLC | 243.145 $ | +13.288 $ | +5,8 % | 229.857 $ | +9.061 $ | +4,1 % | 220.796 $ | +13.385 $ | +6,5 % | 207.411 $ | +6.060 $ | +3,0 % |
| ATLas Financial Planning LLC | 242.058 $ | +38.248 $ | +18,8 % | 203.810 $ | ||||||||
| Koa Wealth Management, LLC | 240.848 $ | -17.880 $ | -6,9 % | |||||||||
| Evelyn Partners Asset Management Ltd | 240.527 $ | +52.838 $ | +28,2 % | 187.689 $ | -5.495 $ | -2,8 % | 193.184 $ | +42.679 $ | +28,4 % | |||
| Orographic Financial Advisors, LLC | 239.000 $ | +28.000 $ | +13,3 % | 211.000 $ | ||||||||
| CAPITAL INSIGHT PARTNERS, LLC | 238.229 $ | +235 $ | +0,1 % | |||||||||
| Trellis Wealth Advisors LLC | 238.165 $ | +37.633 $ | +18,8 % | 200.532 $ | ||||||||
| Measured Wealth Private Client Group, LLC | 203.863 $ | +16.395 $ | +8,7 % | 187.468 $ | +1.337 $ | +0,7 % | 186.131 $ | -52.004 $ | -21,8 % | 238.135 $ | +31.758 $ | +15,4 % |
| SEAVIEW INVESTMENT MANAGERS LLC | 237.575 $ | -227 $ | -0,1 % | 237.802 $ | +39.633 $ | +20,0 % | 198.169 $ | -1.491.534 $ | -88,3 % | |||
| Efficient Advisors, LLC | 224.969 $ | -9.250 $ | -3,9 % | 234.219 $ | -3.084 $ | -1,3 % | 237.303 $ | -1.702.598 $ | -87,8 % | |||
| AUA CAPITAL MANAGEMENT, LLC | 236.263 $ | -187 $ | -0,1 % | 236.450 $ | ||||||||
| MinichMacGregor Wealth Management, LLC | 236.177 $ | +27.672 $ | +13,3 % | |||||||||
| NIXON PEABODY TRUST CO | 235.928 $ | |||||||||||
| NovaPoint Capital, LLC | 235.509 $ | |||||||||||
| PARAGON FINANCIAL PARTNERS, INC. | 235.056 $ | +9.657 $ | +4,3 % | 225.399 $ | +9.376 $ | +4,3 % | 216.023 $ | -750 $ | -0,3 % | 216.773 $ | +7.219 $ | +3,4 % |
| HALL LAURIE J TRUSTEE | 234.139 $ | -185 $ | -0,1 % | 234.324 $ | +92 $ | +0,0 % | 234.232 $ | -648 $ | -0,3 % | 234.880 $ | +232 $ | +0,1 % |
| EPIQ PARTNERS, LLC | 234.391 $ | |||||||||||
| Trinity Financial Advisors LLC | 234.169 $ | |||||||||||
| Shira Ridge Wealth Management | 233.993 $ | +504 $ | +0,2 % | 233.489 $ | -17.677 $ | -7,0 % | ||||||
| Smith Partners Wealth Management, LLC | 232.328 $ | +4.693 $ | +2,1 % | 227.635 $ | ||||||||
| Stolper Co | 232.000 $ | |||||||||||
| SeaBridge Investment Advisors LLC | 216.213 $ | -15.495 $ | -6,7 % | 231.708 $ | ||||||||
| Covenant Asset Management, LLC | 231.287 $ | |||||||||||
| Strategic Investment Solutions, Inc. /IL | 231.164 $ | +31.448 $ | +15,7 % | 199.716 $ | +87.098 $ | +77,3 % | 112.618 $ | +11.533 $ | +11,4 % | 101.085 $ | +1.385 $ | +1,4 % |
| Wellington Shields & Co., LLC | 141.200 $ | -500 $ | -0,4 % | 141.700 $ | -88.712 $ | -38,5 % | 230.412 $ | +30.142 $ | +15,1 % | 200.270 $ | +3.745 $ | +1,9 % |
| COOPER/HAIMS ADVISORS, LLC | 227.757 $ | |||||||||||
| NerdWallet Wealth Partners, LLC | 227.702 $ | |||||||||||
| Cornerstone Planning, LLC | 226.346 $ | -1.310 $ | -0,6 % | 227.656 $ | ||||||||
| Costello Asset Management, INC | 79.107 $ | +12.149 $ | +18,1 % | 66.958 $ | -9.606 $ | -12,5 % | 76.564 $ | -151.035 $ | -66,4 % | 227.599 $ | -211.862 $ | -48,2 % |
| Carbahal Olsen Financial Services Group, LLC | 226.646 $ | +22.796 $ | +11,2 % | 203.850 $ | ||||||||
| Luminist Capital LLC | 226.605 $ | +76.214 $ | +50,7 % | 150.391 $ | +36.706 $ | +32,3 % | 113.685 $ | -41.378 $ | -26,7 % | 155.063 $ | -44.127 $ | -22,2 % |
| KG Capital Management | 226.344 $ | +5.407 $ | +2,4 % | 220.937 $ | ||||||||
| CLARIS ADVISORS, LLC / MO / | 226.243 $ | |||||||||||
| Elm3 Financial Group, LLC | 225.897 $ | |||||||||||
| IPG Investment Advisors LLC | 225.866 $ | |||||||||||
| Summit Financial Strategies, Inc. | 225.463 $ | |||||||||||
| Successful Portfolios LLC | 225.304 $ | |||||||||||
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 224.679 $ | +44.815 $ | +24,9 % | 179.864 $ | +633 $ | +0,4 % | 179.231 $ | +42.319 $ | +30,9 % | 136.912 $ | +94.493 $ | +222,8 % |
| HT Partners LLC | 223.917 $ | |||||||||||
| NORTHEAST INVESTMENT MANAGEMENT | 223.668 $ | |||||||||||
| PROATHLETE WEALTH MANAGEMENT LLC | 223.270 $ | +19.720 $ | +9,7 % | 203.550 $ | +8.469 $ | +4,3 % | 195.081 $ | +4.238 $ | +2,2 % | 190.843 $ | +17.402 $ | +10,0 % |
| OXFORD FINANCIAL GROUP, LTD. LLC | 20.793 $ | +3.286 $ | +18,8 % | 17.507 $ | +635 $ | +3,8 % | 16.872 $ | -204.613 $ | -92,4 % | 221.485 $ | -85.533 $ | -27,9 % |
| BITTERROOT CAPITAL ADVISORS LLC | 219.392 $ | +36.085 $ | +19,7 % | 183.307 $ | +6.649 $ | +3,8 % | 176.658 $ | |||||
| Client First Investment Management LLC | 208.303 $ | -10.890 $ | -5,0 % | 219.193 $ | -37.374 $ | -14,6 % | ||||||
| Fortune Financial Advisors, LLC | 218.978 $ | |||||||||||
| Bedell Frazier Investment Counselling, LLC | 218.756 $ | |||||||||||
| RPG Investment Advisory, LLC | 217.869 $ | |||||||||||
| GREATMARK INVESTMENT PARTNERS, INC. | 217.245 $ | +105 $ | +0,0 % | |||||||||
| Nadler Financial Group, Inc. | 217.121 $ | +4.199 $ | +2,0 % | 212.922 $ | ||||||||
| Hiley Hunt Wealth Management | 216.905 $ | +3.187 $ | +1,5 % | 213.718 $ | ||||||||
| Purkiss Capital Advisors LLC | 216.836 $ | |||||||||||
| Morton Brown Family Wealth, LLC | 206.587 $ | -9.293 $ | -4,3 % | 215.880 $ | +39.157 $ | +22,2 % | 176.723 $ | -26.196 $ | -12,9 % | 202.919 $ | -25.523 $ | -11,2 % |
| Torren Management, LLC | 215.736 $ | +30.930 $ | +16,7 % | 184.806 $ | ||||||||
| Altiora Financial Group, LLC | 215.384 $ | |||||||||||
| Elevation Advisory Partners LLC | 214.876 $ | |||||||||||
| TOTAL INVESTMENT MANAGEMENT INC | 206.701 $ | +2.005 $ | +1,0 % | 204.696 $ | -9.962 $ | -4,6 % | 214.658 $ | -173.895 $ | -44,8 % | |||
| KCM INVESTMENT ADVISORS LLC | 214.566 $ | |||||||||||
| JFG Wealth Management, LLC | 214.372 $ | |||||||||||
| TT Capital Management LLC | 214.284 $ | +212 $ | +0,1 % | |||||||||
| CBIZ Investment Advisory Services, LLC | 43.200 $ | +0 $ | +0,0 % | 43.200 $ | +1.926 $ | +4,7 % | 41.274 $ | -172.396 $ | -80,7 % | 213.670 $ | +7.631 $ | +3,7 % |
| Covestor Ltd | 213.000 $ | +40.000 $ | +23,1 % | 173.000 $ | +55.000 $ | +46,6 % | 118.000 $ | +1.000 $ | +0,9 % | 117.000 $ | +10.000 $ | +9,3 % |
| Francis Financial, Inc. | 212.982 $ | |||||||||||
| BLUELINE ADVISORS LLC | 210.683 $ | -2.223 $ | -1,0 % | 212.906 $ | +111.195 $ | +109,3 % | 101.711 $ | |||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 212.683 $ | +17.161 $ | +8,8 % | 195.522 $ | +60.212 $ | +44,5 % | 135.310 $ | -23.461 $ | -14,8 % | 158.771 $ | +19.029 $ | +13,6 % |
| Vertrix Wealth Management, LLC | 212.502 $ | |||||||||||
| Oath Planning, LLC | 211.651 $ | |||||||||||
| Sunrise Financial Services, LLC | 205.326 $ | -5.735 $ | -2,7 % | 211.061 $ | +50.558 $ | +31,5 % | 160.503 $ | |||||
| DDD Partners, LLC | 209.931 $ | -772 $ | -0,4 % | 210.703 $ | ||||||||
| SEMITAM BONAM LLC | 209.810 $ | -1.314.429 $ | -86,2 % | |||||||||
| TCTC Holdings, LLC | 209.502 $ | +117.411 $ | +127,5 % | 92.091 $ | +1.781 $ | +2,0 % | 90.310 $ | +8.069 $ | +9,8 % | |||
| KilterHowling LLC | 208.197 $ | |||||||||||
| Martin Capital Partners, LLC | 207.114 $ | |||||||||||
| Genesis Financial Group, LLC | 206.955 $ | |||||||||||
| GreatBanc Trust CO | 206.934 $ | |||||||||||
| BCS Private Wealth Management, Inc. | 206.437 $ | |||||||||||
| Q3 Asset Management | 206.000 $ | |||||||||||
| New World Advisors LLC | 205.288 $ | |||||||||||
| Hippocratic Financial Advisors, LLC | 204.721 $ | |||||||||||
| BCK Partners, Inc. | 204.013 $ | |||||||||||
| Praetorian Wealth Management, Inc. | 203.869 $ | |||||||||||
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 202.416 $ | +2.256 $ | +1,1 % | 200.160 $ | ||||||||
| UHLMANN PRICE SECURITIES, LLC | 202.224 $ | |||||||||||
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 201.703 $ | +37.413 $ | +22,8 % | 164.290 $ | +4.764 $ | +3,0 % | 159.526 $ | -3.853 $ | -2,4 % | 163.379 $ | -726.082 $ | -81,6 % |
| Regency Capital Management Inc.\DE | 201.660 $ | |||||||||||
| West Financial Advisors, LLC | 201.467 $ | +31.835 $ | +18,8 % | 169.632 $ | +6.152 $ | +3,8 % | 163.480 $ | +18.567 $ | +12,8 % | |||
| Sara-Bay Financial | 200.906 $ | |||||||||||
| Eagle Bay Advisors LLC | 65.377 $ | -134.994 $ | -67,4 % | 200.371 $ | ||||||||
| Clarity Financial LLC | 200.059 $ | |||||||||||
| GREENUP STREET WEALTH MANAGEMENT LLC | 200.007 $ | |||||||||||
| THOMPSON INVESTMENT MANAGEMENT, INC. | 167.603 $ | +8.900 $ | +5,6 % | 158.703 $ | -41.165 $ | -20,6 % | 199.868 $ | +1.425 $ | +0,7 % | 198.443 $ | +7.952 $ | +4,2 % |
| Goodman Advisory Group, LLC | 134.168 $ | -9.515 $ | -6,6 % | 143.683 $ | -55.525 $ | -27,9 % | 199.208 $ | |||||
| Rakuten Securities, Inc. | 198.934 $ | +37.613 $ | +23,3 % | 161.321 $ | +83.141 $ | +106,3 % | 78.180 $ | +27.676 $ | +54,8 % | 50.504 $ | -85.876 $ | -63,0 % |
| Mowery & Schoenfeld Wealth Management, LLC | 198.329 $ | +60.712 $ | +44,1 % | 137.617 $ | +7.548 $ | +5,8 % | 130.069 $ | +3.520 $ | +2,8 % | 126.549 $ | +2.578 $ | +2,1 % |
| Anchor Bay Capital, Inc. | 193.401 $ | |||||||||||
| Frazier Financial Advisors, LLC | 123.846 $ | -69.549 $ | -36,0 % | 193.395 $ | +79.150 $ | +69,3 % | 114.245 $ | +6.545 $ | +6,1 % | 107.700 $ | +44.168 $ | +69,5 % |
| Peck Wealth Management, LLC | 190.056 $ | +5.599 $ | +3,0 % | 184.457 $ | -555 $ | -0,3 % | 185.012 $ | -7.120 $ | -3,7 % | 192.132 $ | ||
| POM Investment Strategies, LLC | 60.823 $ | -17.082 $ | -21,9 % | 77.905 $ | -113.541 $ | -59,3 % | 191.446 $ | +150.215 $ | +364,3 % | 41.231 $ | +30.473 $ | +283,3 % |
| Rice Partnership, LLC | 134.169 $ | -55.473 $ | -29,3 % | 189.642 $ | +103.820 $ | +121,0 % | 85.822 $ | +16.511 $ | +23,8 % | 69.311 $ | ||
| Purpose Unlimited Inc. | 188.609 $ | +29.568 $ | +18,6 % | 159.041 $ | +133.600 $ | +525,1 % | 25.441 $ | |||||
| Ransom Advisory, Ltd | 170.201 $ | |||||||||||
| Southern Farm Bureau Life Insurance | 169.140 $ | +28.379 $ | +20,2 % | 140.761 $ | +8.710 $ | +6,6 % | 132.051 $ | +12.814 $ | +10,7 % | 119.237 $ | +10.874 $ | +10,0 % |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 167.005 $ | |||||||||||
| Hilltop National Bank | 166.914 $ | +10.421 $ | +6,7 % | 156.493 $ | +18.577 $ | +13,5 % | 137.916 $ | +36.855 $ | +36,5 % | 101.061 $ | +4.014 $ | +4,1 % |
| Hamrick Investment Counsel, llc | 23.610 $ | -141.435 $ | -85,7 % | 165.045 $ | +141.047 $ | +587,7 % | 23.998 $ | |||||
| Navigoe, LLC | 165.000 $ | +161.000 $ | +4.025,0 % | 4.000 $ | ||||||||
| GODSEY & GIBB, INC | 162.224 $ | +35.594 $ | +28,1 % | 126.630 $ | -34.962 $ | -21,6 % | 161.592 $ | +115.700 $ | +252,1 % | 45.892 $ | -1.796 $ | -3,8 % |
| Evensky & Katz LLC | 159.060 $ | +12.335 $ | +8,4 % | 146.725 $ | +3.655 $ | +2,6 % | 143.070 $ | +5.608 $ | +4,1 % | 137.462 $ | +6.319 $ | +4,8 % |
| High Note Wealth, LLC | 48.015 $ | -107.711 $ | -69,2 % | 155.726 $ | +42.507 $ | +37,5 % | 113.219 $ | +111.115 $ | +5.281,1 % | 2.104 $ | +105 $ | +5,3 % |
| SOUTHERN MICHIGAN BANK & TRUST | 153.088 $ | +24.190 $ | +18,8 % | 128.898 $ | ||||||||
| HFM Investment Advisors, LLC | 96.580 $ | -21.591 $ | -18,3 % | 118.171 $ | -16.060 $ | -12,0 % | 134.231 $ | -13.874 $ | -9,4 % | 148.105 $ | -12.076 $ | -7,5 % |
| Capital Investment Counsel, Inc | 131.376 $ | -12.564 $ | -8,7 % | 143.940 $ | -129 $ | -0,1 % | 144.069 $ | +132.311 $ | +1.125,3 % | |||
| Painted Porch Advisors LLC | 137.300 $ | +252 $ | +0,2 % | |||||||||
| Moisand Fitzgerald Tamayo, LLC | 135.807 $ | +16.645 $ | +14,0 % | 119.162 $ | +10.392 $ | +9,6 % | 108.770 $ | +359 $ | +0,3 % | 108.411 $ | +14.686 $ | +15,7 % |
| ESL Trust Services, LLC | 118.147 $ | +20.319 $ | +20,8 % | 97.828 $ | +1.503 $ | +1,6 % | 96.325 $ | -36.911 $ | -27,7 % | 133.236 $ | +48.994 $ | +58,2 % |
| Cetera Trust Company, N.A | 56.480 $ | -56.000 $ | -49,8 % | 112.480 $ | -19.845 $ | -15,0 % | 132.325 $ | +75.225 $ | +131,7 % | 57.100 $ | +250 $ | +0,4 % |
| SRH ADVISORS, LLC | 131.381 $ | +23.665 $ | +22,0 % | 107.716 $ | +3.300 $ | +3,2 % | 104.416 $ | +3.346 $ | +3,3 % | 101.070 $ | +4.796 $ | +5,0 % |
| First Pacific Financial | 131.037 $ | +7.078 $ | +5,7 % | 123.959 $ | -153 $ | -0,1 % | 124.112 $ | +5.381 $ | +4,5 % | 118.731 $ | -12.950 $ | -9,8 % |
| Bare Financial Services, Inc | 27.336 $ | +8.286 $ | +43,5 % | 19.050 $ | -109.156 $ | -85,1 % | 128.206 $ | +2.242 $ | +1,8 % | 125.964 $ | +12.806 $ | +11,3 % |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 128.046 $ | +22.724 $ | +21,6 % | 105.322 $ | ||||||||
| PETERSON WEALTH MANAGEMENT | 123.995 $ | +20.407 $ | +19,7 % | 103.588 $ | ||||||||
| IFS Advisors, LLC | 123.716 $ | +10.413 $ | +9,2 % | 113.303 $ | +10.843 $ | +10,6 % | 102.460 $ | +3.916 $ | +4,0 % | |||
| Quaker Wealth Management, LLC | 120.782 $ | +5.641 $ | +4,9 % | 115.141 $ | -3.490 $ | -2,9 % | 118.631 $ | +7.323 $ | +6,6 % | 111.308 $ | -64.498 $ | -36,7 % |
| UNC Management Company, Inc. | 115.061 $ | +37.679 $ | +48,7 % | 77.382 $ | ||||||||
| Brentview Investment Management LLC | 75.855 $ | -60 $ | -0,1 % | 75.915 $ | -39.061 $ | -34,0 % | 114.976 $ | +51.950 $ | +82,4 % | |||
| Beacon Financial Strategies CORP | 114.021 $ | |||||||||||
| Jackson, Grant Investment Advisers, Inc. | 113.910 $ | +27.250 $ | +31,4 % | 86.660 $ | +1.362 $ | +1,6 % | 85.298 $ | +2.685 $ | +3,3 % | 82.613 $ | +34.039 $ | +70,1 % |
| Your Advocates Ltd., LLP | 95.683 $ | -17.184 $ | -15,2 % | 112.867 $ | +30.826 $ | +37,6 % | 82.041 $ | +16.986 $ | +26,1 % | 65.055 $ | +38.984 $ | +149,5 % |
| SWAN Capital LLC | 112.337 $ | +93.837 $ | +507,2 % | 18.500 $ | -21.824 $ | -54,1 % | 40.324 $ | +28.469 $ | +240,1 % | 11.855 $ | -4.045 $ | -25,4 % |
| HOEY INVESTMENTS, INC | 110.675 $ | +17.489 $ | +18,8 % | 93.186 $ | -8.543 $ | -8,4 % | 101.729 $ | +13.659 $ | +15,5 % | 88.070 $ | +7.869 $ | +9,8 % |
| Bernard Wealth Management Corp. | 88.180 $ | -8.628 $ | -8,9 % | 96.808 $ | -13.404 $ | -12,2 % | 110.212 $ | +920 $ | +0,8 % | 109.292 $ | +48.581 $ | +80,0 % |
| FIRST FINANCIAL CORP /IN/ | 109.929 $ | +13.151 $ | +13,6 % | 96.778 $ | +4.925 $ | +5,4 % | 91.853 $ | +6.355 $ | +7,4 % | 85.498 $ | +2.828 $ | +3,4 % |
| Carolina Wealth Advisors, LLC | 1.274 $ | +171 $ | +15,5 % | 1.103 $ | -107.836 $ | -99,0 % | 108.939 $ | |||||
| Miller Capital Partners, Inc. | 106.103 $ | +11.038 $ | +11,6 % | 95.065 $ | -1.595 $ | -1,7 % | 96.660 $ | |||||
| GROUP ONE TRADING LLC | 102.901 $ | |||||||||||
| JABODON PT CO | 100.549 $ | +17.940 $ | +21,7 % | 82.609 $ | +11.222 $ | +15,7 % | 71.387 $ | |||||
| Fairman Group, LLC | 94.166 $ | +15.488 $ | +19,7 % | 78.678 $ | +2.854 $ | +3,8 % | 75.824 $ | +2.725 $ | +3,7 % | 73.099 $ | +6.531 $ | +9,8 % |
| PERRITT CAPITAL MANAGEMENT INC | 93.738 $ | +1.719 $ | +1,9 % | |||||||||
| CURIO WEALTH, LLC | 62.550 $ | -29.282 $ | -31,9 % | 91.832 $ | +76.004 $ | +480,2 % | 15.828 $ | +11.520 $ | +267,4 % | |||
| Twin Tree Management, LP | 91.582 $ | |||||||||||
| S&T BANK/PA | 84.536 $ | +4.223 $ | +5,3 % | 80.313 $ | -862 $ | -1,1 % | 81.175 $ | +309 $ | +0,4 % | 80.866 $ | -67.850 $ | -45,6 % |
| First Bancorp, Inc /ME/ | 81.675 $ | |||||||||||
| MRP Capital Investments, LLC | 81.432 $ | +12.867 $ | +18,8 % | 68.565 $ | +2.487 $ | +3,8 % | 66.078 $ | +7.068 $ | +12,0 % | 59.010 $ | +0 $ | +0,0 % |
| PROTECTIVE LIFE CORP | 80.893 $ | |||||||||||
| BOCHK Asset Management Ltd | 78.120 $ | |||||||||||
| Kopp Family Office, LLC | 14.828 $ | -60.980 $ | -80,4 % | 75.808 $ | +6.773 $ | +9,8 % | ||||||
| VISION FINANCIAL MARKETS LLC | 25.619 $ | -27.029 $ | -51,3 % | 52.648 $ | -22.405 $ | -29,9 % | 75.053 $ | +600 $ | +0,8 % | 74.453 $ | +2.135 $ | +3,0 % |
| CHELSEA COUNSEL CO | 36.370 $ | -36.651 $ | -50,2 % | 73.021 $ | -772 $ | -1,0 % | 73.793 $ | +528 $ | +0,7 % | 73.265 $ | -234.428 $ | -76,2 % |
| WealthCollab, LLC | 73.735 $ | +6.935 $ | +10,4 % | 66.800 $ | +142 $ | +0,2 % | 66.658 $ | +31.644 $ | +90,4 % | 35.014 $ | +3.044 $ | +9,5 % |
| Blume Capital Management, Inc. | 73.318 $ | +12.875 $ | +21,3 % | 60.443 $ | +49.294 $ | +442,1 % | 11.149 $ | +659 $ | +6,3 % | 10.490 $ | -12.575 $ | -54,5 % |
| Redwood Park Advisors LLC | 73.187 $ | +5.896 $ | +8,8 % | 67.291 $ | +31.446 $ | +87,7 % | 35.845 $ | +1.330 $ | +3,9 % | 34.515 $ | +1.377 $ | +4,2 % |
| Evolution Advisers, Inc. | 73.000 $ | +6.000 $ | +9,0 % | 67.000 $ | -2.000 $ | -2,9 % | 69.000 $ | -1.000 $ | -1,4 % | 70.000 $ | +3.000 $ | +4,5 % |
| Frankly Finances, LLC | 72.119 $ | |||||||||||
| Virginia Estate & Retirement Planning Advisors Inc. | 70.117 $ | |||||||||||
| Marquette Asset Management, LLC | 38.521 $ | +6.087 $ | +18,8 % | 32.434 $ | -37.561 $ | -53,7 % | 69.995 $ | +34 $ | +0,0 % | |||
| Gould Capital, LLC | 67.832 $ | +9.101 $ | +15,5 % | 58.731 $ | ||||||||
| Stephens Consulting, LLC | 65.382 $ | +1.034 $ | +1,6 % | 64.348 $ | -354.833 $ | -84,6 % | ||||||
| Bear Mountain Capital, Inc. | 58.019 $ | +25.984 $ | +81,1 % | 32.035 $ | -120 $ | -0,4 % | 32.155 $ | -28.577 $ | -47,1 % | 60.732 $ | +3.525 $ | +6,2 % |
| FSA Wealth Management LLC | 60.133 $ | +2.128 $ | +3,7 % | |||||||||
| Twin Lakes Capital Management, LLC | 58.186 $ | +9.570 $ | +19,7 % | 48.616 $ | +1.764 $ | +3,8 % | 46.852 $ | +906 $ | +2,0 % | 45.946 $ | +4.105 $ | +9,8 % |
| Roxbury Financial LLC | 57.048 $ | +3.784 $ | +7,1 % | 53.264 $ | -2.447 $ | -4,4 % | 55.711 $ | +590 $ | +1,1 % | 55.121 $ | +3.009 $ | +5,8 % |
| Game Plan Financial Advisors, LLC | 56.146 $ | +28.038 $ | +99,8 % | 28.108 $ | -688 $ | -2,4 % | 28.796 $ | -3.602 $ | -11,1 % | 32.398 $ | +4.463 $ | +16,0 % |
| CROWLEY WEALTH MANAGEMENT, INC. | 56.078 $ | +1.519 $ | +2,8 % | |||||||||
| William B. Walkup & Associates, Inc. | 55.314 $ | |||||||||||
| CENTRICA WEALTH MANAGEMENT, LLC | 55.000 $ | |||||||||||
| Banco de Sabadell, S.A | 55.000 $ | +10.000 $ | +22,2 % | 45.000 $ | -7.000 $ | -13,5 % | 52.000 $ | +1.000 $ | +2,0 % | 51.000 $ | +4.000 $ | +8,5 % |
| Friedenthal Financial | 6.832 $ | +2.098 $ | +44,3 % | 4.734 $ | -50.032 $ | -91,4 % | 54.766 $ | |||||
| West Oak Capital, LLC | 54.236 $ | -122.770.764 $ | -100,0 % | |||||||||
| Trifecta Capital Advisors, LLC | 54.156 $ | +12.698 $ | +30,6 % | 41.458 $ | +1.184 $ | +2,9 % | 40.274 $ | +528 $ | +1,3 % | 39.746 $ | +24.356 $ | +158,3 % |
| Avalon Trust Co | 33.136 $ | -20.432 $ | -38,1 % | 53.568 $ | +7.776 $ | +17,0 % | 45.792 $ | +112 $ | +0,2 % | 45.680 $ | ||
| Legacies Wealth LLC | 50.336 $ | |||||||||||
| Kiker Wealth Management, LLC | 49.843 $ | -93.589 $ | -65,2 % | |||||||||
| Field & Main Bank | 30.514 $ | +5.145 $ | +20,3 % | 25.369 $ | -24.223 $ | -48,8 % | 49.592 $ | +27.453 $ | +124,0 % | 22.139 $ | ||
| Cheviot Value Management, LLC | 49.298 $ | +44.022 $ | +834,4 % | 5.276 $ | -173 $ | -3,2 % | 5.449 $ | +327 $ | +6,4 % | 5.122 $ | +494 $ | +10,7 % |
| BURKETT FINANCIAL SERVICES, LLC | 45.327 $ | -3.501 $ | -7,2 % | 48.828 $ | +11.303 $ | +30,1 % | 37.525 $ | +880 $ | +2,4 % | 36.645 $ | ||
| High Point Wealth Management, LLC | 48.008 $ | |||||||||||
| MILLER WEALTH ADVISORS, LLC | 33.186 $ | -3.506 $ | -9,6 % | 36.692 $ | -4.005 $ | -9,8 % | 40.697 $ | -5.804 $ | -12,5 % | 46.501 $ | -2.961 $ | -6,0 % |
| Quarry LP | 43.077 $ | |||||||||||
| Pillar Financial Advisors, LLC | 2.516 $ | -38.374 $ | -93,8 % | 40.890 $ | ||||||||
| Newton One Investments LLC | 39.018 $ | +6.165 $ | +18,8 % | 32.853 $ | -556 $ | -1,7 % | 33.409 $ | -4.298 $ | -11,4 % | 37.707 $ | +3.369 $ | +9,8 % |
| FIRST COMMUNITY TRUST NA | 36.940 $ | +5.190 $ | +16,3 % | 31.750 $ | -6.766 $ | -17,6 % | 38.516 $ | +17.161 $ | +80,4 % | 21.355 $ | +13.055 $ | +157,3 % |
| CAPITAL & PLANNING, LLC | 38.287 $ | |||||||||||
| West Branch Capital LLC | 37.113 $ | +2.586 $ | +7,5 % | 34.527 $ | +4.412 $ | +14,7 % | 30.115 $ | +582 $ | +2,0 % | 29.533 $ | +2.639 $ | +9,8 % |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 36.819 $ | |||||||||||
| BARD ASSOCIATES INC | 36.288 $ | |||||||||||
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 23.000 $ | -13.000 $ | -36,1 % | 36.000 $ | +13.000 $ | +56,5 % | 23.000 $ | +0 $ | +0,0 % | |||
| Ares Financial Consulting, LLC | 35.420 $ | +4.449 $ | +14,4 % | 30.971 $ | +807 $ | +2,7 % | 30.164 $ | |||||
| Midway Capital Research & Management | 35.088 $ | |||||||||||
| Strengthening Families & Communities, LLC | 34.674 $ | +28.871 $ | +497,5 % | 5.803 $ | +143 $ | +2,5 % | 5.660 $ | +204 $ | +3,7 % | 5.456 $ | +487 $ | +9,8 % |
| Cloud Capital Management, LLC | 33.000 $ | |||||||||||
| DiNuzzo Private Wealth, Inc. | 20.481 $ | +1.195 $ | +6,2 % | 19.286 $ | -1.030 $ | -5,1 % | 20.316 $ | -12.479 $ | -38,1 % | 32.795 $ | +1.083 $ | +3,4 % |
| Davis Capital Management | 31.355 $ | +5.470 $ | +21,1 % | 25.885 $ | +2.872 $ | +12,5 % | 23.013 $ | -3.695 $ | -13,8 % | 26.708 $ | ||
| Robbins Farley | 31.100 $ | |||||||||||
| University of Maryland Foundation, Inc. | 30.275 $ | |||||||||||
| TrinityBridge Ltd | 29.000 $ | |||||||||||
| Deane Retirement Strategies, Inc. | 2.237 $ | +144 $ | +6,9 % | 2.093 $ | -26.812 $ | -92,8 % | 28.905 $ | |||||
| Point Nemo Capital, LLC | 28.249 $ | |||||||||||
| Cornerstone National Bank & Trust Co | 27.632 $ | +2.148 $ | +8,4 % | 25.484 $ | -1.193 $ | -4,5 % | 26.677 $ | +275 $ | +1,0 % | 26.402 $ | +1.432 $ | +5,7 % |
| Hickory Point Bank & Trust | 16.485 $ | -10.554 $ | -39,0 % | 27.039 $ | ||||||||
| Accredited Wealth Management, LLC | 24.720 $ | +14.214 $ | +135,3 % | |||||||||
| North Ridge Wealth Advisors, Inc. | 19.073 $ | +681 $ | +3,7 % | 18.392 $ | -5.320 $ | -22,4 % | 23.712 $ | +2.003 $ | +9,2 % | |||
| Catherine Avery Investment Management LLC | 20.354 $ | -3.185 $ | -13,5 % | 23.539 $ | +243 $ | +1,0 % | 23.296 $ | +1.264 $ | +5,7 % | |||
| Evelyn Partners Investment Management Services Ltd | 21.283 $ | +860 $ | +4,2 % | 20.423 $ | -2.823 $ | -12,1 % | 23.246 $ | +14.877 $ | +177,8 % | |||
| Union Bancaire Privee, UBP SA | 22.750 $ | +4.079 $ | +21,8 % | 18.671 $ | +445 $ | +2,4 % | 18.226 $ | |||||
| CNB Bank | 22.450 $ | +4.245 $ | +23,3 % | 18.205 $ | +661 $ | +3,8 % | 17.544 $ | +339 $ | +2,0 % | 17.205 $ | +1.537 $ | +9,8 % |
| PARADIGM ASSET MANAGEMENT CO LLC | 21.700 $ | +4.158 $ | +23,7 % | 17.542 $ | -140 $ | -0,8 % | ||||||
| Accent Capital Management, LLC | 20.712 $ | +1.948 $ | +10,4 % | 18.764 $ | +40 $ | +0,2 % | 18.724 $ | +0 $ | +0,0 % | 18.724 $ | +1.628 $ | +9,5 % |
| Family Legacy Financial Solutions, LLC | 19.842 $ | +17.591 $ | +781,5 % | |||||||||
| Burk Holdings LLC | 7.862 $ | -11.351 $ | -59,1 % | 19.213 $ | ||||||||
| Founders Capital Management | 19.070 $ | +2.564 $ | +15,5 % | 16.506 $ | +7.443 $ | +82,1 % | 9.063 $ | +6.812 $ | +302,6 % | 2.251 $ | +105 $ | +4,9 % |
| Lummis Asset Management, LP | 4.473 $ | -11.864 $ | -72,6 % | 16.337 $ | -110 $ | -0,7 % | 16.447 $ | |||||
| Clean Yield Group | 16.426 $ | |||||||||||
| SFAM, LLC | 16.044 $ | +383 $ | +2,4 % | 15.661 $ | +316 $ | +2,1 % | 15.345 $ | |||||
| PEOPLES FINANCIAL SERVICES CORP. | 15.345 $ | |||||||||||
| Osbon Capital Management LLC | 14.602 $ | -684 $ | -4,5 % | 15.286 $ | ||||||||
| 3 FACTOR INDEXING, LLC | 15.246 $ | |||||||||||
| DecisionPoint Financial, LLC | 2.977 $ | +1.301 $ | +77,6 % | 1.676 $ | -12.679 $ | -88,3 % | 14.355 $ | |||||
| Evergreen Advisors, LLC | 13.977 $ | |||||||||||
| Premier Financial Group | 13.795 $ | |||||||||||
| Private Wealth Management Group, LLC | 13.255 $ | +2.095 $ | +18,8 % | 11.160 $ | +404 $ | +3,8 % | 10.756 $ | |||||
| Sawyer & Company, Inc | 6.388 $ | +180 $ | +2,9 % | 6.208 $ | -6.792 $ | -52,2 % | 13.000 $ | +0 $ | +0,0 % | |||
| ENTRUST FINANCIAL LLC | 12.708 $ | |||||||||||
| Byrne Asset Management LLC | 12.498 $ | +1.044 $ | +9,1 % | 11.454 $ | +1.038 $ | +10,0 % | 10.416 $ | +175 $ | +1,7 % | 10.241 $ | -469 $ | -4,4 % |
| Paladin Partners, LLC | 11.609 $ | |||||||||||
| STANCE CAPITAL LLC | 9.938 $ | -1.508 $ | -13,2 % | 11.446 $ | ||||||||
| Go Invest LLC | 11.344 $ | +1.303 $ | +13,0 % | 10.041 $ | +4.949 $ | +97,2 % | 5.092 $ | |||||
| BankChampaign, National Association | 11.159 $ | |||||||||||
| Banque Transatlantique SA | 11.021 $ | |||||||||||
| Merrithew & Thorsten Inc | 11.000 $ | +0 $ | +0,0 % | 11.000 $ | +1.000 $ | +10,0 % | 10.000 $ | |||||
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3.518 $ | +83 $ | +2,4 % | 3.435 $ | -7.418 $ | -68,3 % | 10.853 $ | +4.357 $ | +67,1 % | 6.496 $ | +714 $ | +12,3 % |
| Bradley & Co. Private Wealth Management, LLC | 9.993 $ | +5 $ | +0,1 % | |||||||||
| Deseret Mutual Benefit Administrators | 9.869 $ | +4 $ | +0,0 % | 9.865 $ | -27 $ | -0,3 % | 9.892 $ | -2.021.768 $ | -99,5 % | |||
| Magnolia Wealth Management, LLC | 9.207 $ | |||||||||||
| Wealth Preservation Advisors, LLC | 8.874 $ | +264 $ | +3,1 % | 8.610 $ | +131 $ | +1,5 % | 8.479 $ | +614 $ | +7,8 % | |||
| ROSS\JOHNSON & Associates LLC | 3.816 $ | +628 $ | +19,7 % | 3.188 $ | +48 $ | +1,5 % | 3.140 $ | -5.382 $ | -63,2 % | 8.522 $ | +3.282 $ | +62,6 % |
| RHL GROUP, LLC | 5.043 $ | +3.472 $ | +221,0 % | 1.571 $ | -6.381 $ | -80,2 % | 7.952 $ | |||||
| VIRTUS ADVISERS, LLC | 7.594 $ | +248 $ | +3,4 % | 7.346 $ | +1.586 $ | +27,5 % | 5.760 $ | -388 $ | -6,3 % | 6.148 $ | +1.279 $ | +26,3 % |
| Gunma Bank,Ltd. | 7.170 $ | +274 $ | +4,0 % | |||||||||
| Hara Capital LLC | 6.856 $ | +132 $ | +2,0 % | 6.724 $ | +601 $ | +9,8 % | ||||||
| XP Advisory US, Inc. | 6.213 $ | |||||||||||
| SIMS INVESTMENT MANAGEMENT, LLC | 5.841 $ | |||||||||||
| Intentional Wealth Strategies, LLC | 5.488 $ | |||||||||||
| BROOKFIELD Corp /ON/ | 243 $ | -3.594 $ | -93,7 % | 3.837 $ | ||||||||
| Mountain Hill Investment Partners Corp. | 3.830 $ | +301 $ | +8,5 % | 3.529 $ | +4 $ | +0,1 % | 3.525 $ | +75 $ | +2,2 % | 3.450 $ | +195 $ | +6,0 % |
| Prudent Man Investment Management, Inc. | 3.294 $ | +0 $ | +0,0 % | 3.294 $ | +0 $ | +0,0 % | 3.294 $ | +735 $ | +28,7 % | 2.559 $ | +0 $ | +0,0 % |
| Palouse Capital Management, Inc. | 3.294 $ | |||||||||||
| Spurstone Advisory Services, LLC | 2.832 $ | +1.755 $ | +163,0 % | 1.077 $ | -253 $ | -19,0 % | 1.330 $ | +12 $ | +0,9 % | 1.318 $ | +60 $ | +4,8 % |
| American Wealth Advisors, LLC | 2.072 $ | +75 $ | +3,8 % | 1.997 $ | ||||||||
| Tower View Wealth Management LLC | 1.862 $ | |||||||||||
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 1.805 $ | +30 $ | +1,7 % | 1.775 $ | +30 $ | +1,7 % | ||||||
| Bulwark Capital Corp | 1.627 $ | +39 $ | +2,5 % | 1.588 $ | +52 $ | +3,4 % | 1.536 $ | -46 $ | -2,9 % | 1.582 $ | +60 $ | +3,9 % |
| Garner Asset Management Corp | 1.008 $ | |||||||||||
| VAN ECK ASSOCIATES CORP | 1.000 $ | +0 $ | +0,0 % | |||||||||
| Quattro Advisors LLC | 853 $ | |||||||||||
| Portus Wealth Advisors, LLC | 463 $ | |||||||||||
| Erste Asset Management GmbH | 0 $ | |||||||||||
| 353.144.253.333 $ | +47.609.002.277 $ | +103,1 % | 308.948.286.405 $ | +19.392.857.746 $ | +64,3 % | 287.082.651.060 $ | +3.315.473.565 $ | +176,9 % | 281.294.928.555 $ | +30.439.481.392 $ | +31,9 % | |
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
SEC-Meldungen und stellen keine Bewertung oder Empfehlung zu einzelnen Wertpapieren,
Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher SEC-Meldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.